Triumph Capital Management More: the full row for Triumph Capital Management 26,746 $697K 0.19% +4,495 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 26,029 $679K 0.27% -1,747 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 25,716 $670K 0.19% +4,050 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,216 $657K 0.01% +8,404 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 25,189 $657K 0.18% -18,527 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,878 $649K 0.03% +9,979 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 24,759 $645K 0.33% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 24,291 $633K 0.51% +561 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 24,163 $630K 0.38% +14,035 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 24,000 $626K 0.54% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 24,000 $626K 0.1% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 23,333 $608K 0.15% +13,466 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 23,021 $600K 0.36% +1,206 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 22,979 $599K 0.01% +8,513 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 22,088 $593K 0.09% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 22,652 $591K <0.01% -18,836 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 22,450 $585K 0.06% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 22,260 $580K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 22,083 $576K 0.03% -2,688 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 21,869 $570K 0.01% -64,375 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 21,000 $564K 0.15% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,329 $556K <0.01% +1,409 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21,280 $555K 0.01% +826 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 21,186 $552K 0.01% new 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 20,700 $540K <0.01% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 20,670 $539K 0.09% +5,540 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 20,156 $525K 0.32% -4,126 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,843 $517K 0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 19,628 $512K <0.01% +281 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 19,400 $506K 0.14% +500 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 19,318 $504K <0.01% +291 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 19,365 $500K 0.03% +6,170 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,882 $492K <0.01% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 18,773 $489K 0.32% -910 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,752 $489K 0.02% +300 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 18,497 $482K 0.02% -1,275 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 18,280 $477K <0.01% 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 18,232 $475K 0.08% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,150 $473K 0.01% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 18,049 $471K 0.22% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,588 $459K <0.01% -11,928 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,478 $456K 0.01% -975 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 17,017 $444K 0.06% +18 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 16,996 $443K 0.49% +5,801 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,996 $443K 0.01% +10,207 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,916 $441K 0.31% +440 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 16,906 $441K 0.05% -13,405 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16,357 $426K 0.08% +2,632 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 15,860 $426K 0.08% +1,090 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,786 $412K 0.06% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,735 $410K 0.01% 0 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 15,318 $410K <0.01% -1,372 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 15,720 $410K <0.01% +1,120 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 15,669 $408K 0.14% -172,312 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15,615 $407K 0.06% -4,993 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,516 $405K <0.01% +6,716 13F-HR/A Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 15,449 $403K <0.01% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 15,430 $402K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CV Advisors LLC More: the full row for CV Advisors LLC 15,388 $401K 0.11% +3,358 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,375 $401K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,374 $401K <0.01% +232 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,250 $398K 0.32% 0 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 15,181 $396K 0.08% +466 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,079 $393K 0.01% +466 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15,030 $392K <0.01% +494 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,000 $391K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,866 $388K <0.01% 0 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 14,366 $375K 0.05% -17 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 14,323 $373K 0.4% +210 13F-HR/A Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 14,111 $368K 0.03% +2,371 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 14,087 $367K 0.28% +2,233 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12,870 $336K <0.01% -40,088 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 12,864 $335K <0.01% -63,562 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 12,516 $326K 0.12% +733 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,471 $325K <0.01% -5,571 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,100 $325K 0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,450 $325K 0.02% +2,446 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 12,355 $322K 0.04% +1,376 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,094 $315K <0.01% +528 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,891 $314K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,170 $313K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,804 $308K <0.01% +7,027 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,651 $304K 0.04% -11,139 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,452 $299K 0.03% +1,437 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 11,443 $298K 0.19% +153 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,296 $298K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,435 $298K 0.01% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 10,860 $291K 0.08% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,112 $290K 0.02% +512 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11,070 $289K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 10,885 $284K <0.01% +10,344 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,755 $280K <0.01% +1,943 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,700 $279K 0.01% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 10,630 $277K 0.04% -1,665 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,529 $275K <0.01% -2,499 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 10,510 $274K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,389 $271K <0.01% +1,962 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,409 $271K <0.01% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 10,200 $266K 0.04% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,136 $264K 0.03% +238 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,136 $264K <0.01% -22,859 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,000 $261K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,921 $259K <0.01% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 9,900 $258K <0.01% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,909 $258K 0.18% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 9,831 $256K 0.07% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,795 $255K 0.04% +9,403 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,883 $254K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,708 $253K 0.01% -16,821 13F-HR/A Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 9,582 $250K 0.11% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,155 $239K 0.01% +839 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,102 $237K 0.04% +525 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 9,000 $235K 0.02% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,892 $232K 0.11% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,115 $230K 0.02% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,773 $229K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,225 $223K 0.01% +738 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,524 $222K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,513 $222K <0.01% -5,907 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,500 $222K 0.12% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,300 $216K 0.14% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,295 $216K <0.01% -869 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,000 $215K 0.02% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,207 $214K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,898 $212K 0.01% +670 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,043 $210K 0.01% +114 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 7,907 $206K 0.06% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,819 $204K <0.01% +3,096 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,704 $201K <0.01% +430 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,498 $195K 0.01% +104 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,650 $173K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,500 $169K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,297 $164K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,063 $106K 0.01% +253 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,060 $106K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,300 $86K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,968 $77.4K 0.01% -1,000 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,811 $73.3K 0.01% +38 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,984 $53.3K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,045 $53.2K 0.02% +323 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,000 $52.1K 0.01% -2,000 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,451 $38.9K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,356 $35.3K <0.01% +9 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,271 $33.1K <0.01% +621 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,240 $32K <0.01% 0 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,130 $29.5K <0.01% -1,941 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $26.1K <0.01% -20,513 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,000 $26.1K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,000 $26K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 779 $20.3K <0.01% new 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 768 $20K 0.01% +18 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 711 $18.5K <0.01% -1,039 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 630 $16.4K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 570 $14.9K 0.02% -627 13F-HR/A Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 559 $14.6K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 501 $13.1K <0.01% +45 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 478 $12.5K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 467 $12.2K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 425 $11.1K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 312 $8.13K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 225 $5.86K <0.01% +5 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 205 $5.34K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 172 $4.48K <0.01% -273 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 102 $2.66K <0.01% +2 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 100 $2.61K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 100 $2.61K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 84 $2.27K <0.01% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 85 $2.21K <0.01% -3,322 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 76 $1.98K <0.01% -2,813 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 25 $651 <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 21 $547 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 10 $261 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6 $156 <0.01% -50 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $24 <0.01% -1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1 $14 <0.01% new 13F-HR Timeline