NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 700 $324K 0.1% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 696 $322K <0.01% -14 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 695 $322K 0.14% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 684 $317K <0.01% +2 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 683 $316K <0.01% -24 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 670 $310K <0.01% 0 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 656 $304K 0.02% -100 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 653 $303K 0.14% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 652 $302K 0.06% +650 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 650 $301K <0.01% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 645 $299K 0.01% +10 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 645 $299K <0.01% +126 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 621 $288K <0.01% -165 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 620 $287K 0.13% +97 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 618 $286K <0.01% -103 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 618 $286K <0.01% -130 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 610 $283K <0.01% -16 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 603 $279K 0.12% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 500 $272K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 587 $272K 0.01% -48 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 584 $271K 0.01% -12 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 583 $270K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 580 $269K 0.01% +107 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 572 $265K <0.01% -7 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 568 $263K <0.01% -1 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 564 $261K 0.04% -205 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 563 $261K 0.01% +1 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 555 $257K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 550 $255K <0.01% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 518 $240K 0.01% -944 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 510 $236K 0.01% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 510 $236K 0.01% 0 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 508 $235K 0.01% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 502 $233K 0.01% -52 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 502 $233K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 501 $232K 0.01% +1 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 500 $232K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 493 $228K 0.02% -1 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 486 $225K 0.05% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 486 $225K <0.01% +20 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 482 $223K <0.01% -212 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 475 $220K 0.11% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 463 $214K 0.01% +38 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 460 $213K <0.01% -1,640 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 459 $213K 0.01% -16 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 455 $211K 0.08% -350 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 450 $208K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 449 $208K <0.01% +9 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 446 $207K 0.06% +59 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 443 $205K 0.1% -19 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 435 $202K 0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 410 $190K <0.01% -915 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 400 $183K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 381 $177K <0.01% +74 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 380 $176K 0.14% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 378 $175K 0.02% +48 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 362 $168K 0.01% -65 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 329 $151K <0.01% -210 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 323 $150K <0.01% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 301 $139K 0.01% 0 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 257 $119K 0.02% +184 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 248 $115K 0.01% +208 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 248 $115K 0.01% -25 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 235 $109K 0.06% +121 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 225 $104K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 219 $101K <0.01% -309 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 209 $96.8K <0.01% -290 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 199 $92.2K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 198 $91.7K <0.01% +40 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 185 $85.7K <0.01% +15 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 185 $85.7K <0.01% -13 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 183 $84.8K 0.01% +51 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 178 $82.5K 0.02% +84 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 174 $80.6K 0.02% +16 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 173 $80.1K <0.01% -30 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 170 $78.8K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 152 $70.4K 0.01% +36 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 151 $70K <0.01% -8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 150 $69.5K <0.01% -245 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 121 $56.1K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 108 $50K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 106 $48.6K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 103 $47.7K <0.01% +63 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 103 $47.7K <0.01% -1 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 96 $44.5K <0.01% -1,940 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 90 $41.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverview Trust Co More: the full row for Riverview Trust Co 90 $41.7K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 81 $37.5K <0.01% -37 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 76 $35.2K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 70 $32.4K 0.01% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 68 $31.5K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 65 $30.1K <0.01% 0 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 65 $30.1K <0.01% +20 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 62 $28.7K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 61 $28.3K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 60 $27.8K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 58 $26.9K <0.01% -5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 54 $25K <0.01% +5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 54 $25K <0.01% -24 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 50 $23.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 47 $21.8K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 45 $20.8K <0.01% -37 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 45 $20.8K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 44 $20.4K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $20.4K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 38 $17.6K <0.01% +11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 32 $14.8K <0.01% -2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 32 $14.8K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $14.4K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 31 $14.4K 0.01% -130 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 31 $14.4K 0.01% -168 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 30 $13.9K <0.01% +10 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 30 $13.9K <0.01% +26 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 30 $13.9K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $13.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 27 $12.5K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 26 $12K <0.01% -23 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 25 $11.6K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25 $11.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 24 $11.1K <0.01% +8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 23 $11K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 23 $10.7K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 23 $10.7K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $10.7K <0.01% -9 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 21 $9.73K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $9.27K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $8.8K <0.01% -49 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 16 $8.08K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 17 $7.88K <0.01% -2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $7.41K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15 $6.95K <0.01% -2,687 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $6.95K <0.01% -9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $6.02K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13 $6.02K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13 $6.02K <0.01% -7 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13 $6.02K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $6.02K <0.01% -21 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 13 $6.02K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 13 $6.02K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12 $5.56K <0.01% -1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11 $5.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 11 $5.1K <0.01% -1 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 11 $5.1K <0.01% -22 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10 $4.63K <0.01% -11 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9 $4.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $4.17K <0.01% +7 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 9 $4.17K <0.01% +1 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 9 $4.17K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9 $4.17K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9 $4.17K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $3.71K <0.01% -1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $3.71K <0.01% +3 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7 $3.27K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7 $3.24K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7 $3.24K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 7 $3.24K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 7 $3.24K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7 $3.06K <0.01% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6 $2.78K <0.01% -387 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 6 $2.78K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.78K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6 $2.74K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $2.34K <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $2.32K <0.01% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5 $2.32K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $2.32K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5 $2.32K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $1.85K <0.01% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $1.85K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $1.85K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $1.85K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $1.85K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4 $1.85K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4 $1.85K <0.01% 0 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4 $1.85K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3 $1.39K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3 $1.39K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3 $1.39K <0.01% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3 $1.39K 0.01% -3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $1.39K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3 $1.39K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $1.39K <0.01% -1 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $1.39K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3 $1.29K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $927 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $927 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $467 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $464 <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1 $464 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $463 <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1 $463 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $463 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $463 <0.01% -1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $111 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,602 $2.13B -316 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.