Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,935 $210K 0.05% +71 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2,930 $209K 0.16% -1 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,930 $209K 0.19% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,925 $209K 0.06% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,902 $207K 0.01% +143 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,902 $207K 0.08% +218 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,899 $207K 0.1% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,870 $207K <0.01% +1,350 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,879 $206K 0.05% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,867 $205K 0.07% -65 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,855 $204K 0.01% +341 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,852 $204K 0.07% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,830 $202K 0.01% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,830 $202K 0.11% +21 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,802 $200K 0.06% +861 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,651 $189K 0.09% +207 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,400 $171K 0.01% 0 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,311 $165K 0.15% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,148 $153K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,139 $153K 0.03% -231 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,069 $148K <0.01% -739 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,020 $144K 0.01% +500 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,944 $139K 0.08% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,927 $138K <0.01% +80 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,900 $136K <0.01% new 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,879 $134K 0.05% +5 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 1,860 $133K 0.11% 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,852 $132K 0.13% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,851 $132K 0.04% -85 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,840 $131K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,839 $131K 0.01% +3 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,827 $131K 0.04% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 493 $128K 0.02% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,796 $128K 0.06% +5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,728 $123K 0.08% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,714 $122K 0.14% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,710 $122K 0.09% +526 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,710 $122K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,504 $107K 0.01% +645 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,437 $103K <0.01% -250 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,300 $92.9K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,294 $92.5K 0.08% -1,135 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,275 $91K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,239 $88.5K 0.02% +847 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,350 $88.4K 0.12% +3 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,222 $87.3K <0.01% -575 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,213 $86.6K 0.03% -31 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,210 $86.5K <0.01% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 1,150 $82.2K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,100 $78.6K 0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,077 $77K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,066 $76.2K 0.05% +952 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,036 $74K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 994 $71K <0.01% -6,651 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 969 $69.3K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 947 $68.4K <0.01% +754 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 952 $68K <0.01% +546 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 925 $66.1K 0.03% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 885 $63.2K 0.01% -415 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 876 $62.6K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 858 $61.2K 0.01% +1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 856 $61.2K 0.02% -5,708 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 852 $60.9K 0.04% +350 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 850 $60.7K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 840 $60K 0.01% +261 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 840 $60K 0.02% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 839 $59.9K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 839 $59.9K 0.03% -839 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 830 $59.3K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 750 $53.6K 0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 671 $47.9K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 652 $46.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 632 $45.2K 0.02% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 625 $44.7K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 600 $43.3K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 585 $41.8K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 571 $40.8K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 563 $40.2K 0.01% +400 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 560 $40K <0.01% +237 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 555 $39.7K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 541 $38.7K <0.01% +2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 540 $38.6K 0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 536 $38.3K 0.04% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 530 $37.9K <0.01% +67 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 523 $37.4K 0.01% +67 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 507 $36.2K 0.03% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 501 $35.8K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 494 $35.3K 0.03% +2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 482 $34.4K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 431 $30.8K <0.01% -27 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 406 $29K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 400 $28.6K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 395 $28.2K 0.02% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 390 $28K <0.01% -730 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 391 $27.9K +66 Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 390 $27.8K 0.01% +1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 385 $27.5K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 359 $25.7K <0.01% +174 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 345 $24.6K 0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 345 $24.6K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 341 $24.4K 0.01% +150 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 340 $24.3K 0.01% 0 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 319 $22.8K 0.01% +129 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 300 $21.4K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 300 $21.4K <0.01% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 300 $21.4K 0.02% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 282 $20.2K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 277 $19.8K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 242 $17.3K 0.02% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 240 $17.1K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 235 $16.8K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 230 $16.5K <0.01% 0 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 221 $15.8K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 220 $15.7K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 200 $14.3K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 206 $14K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 195 $13.9K <0.01% +20 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 195 $13.9K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 193 $13.8K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 192 $13.7K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 937 $13.1K 0.25% -12,174 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 176 $12.6K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 170 $12.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 170 $12.1K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 168 $12K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 149 $10.6K <0.01% -34 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 145 $10.4K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 138 $9.86K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 137 $9.79K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 136 $9.7K <0.01% +1 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 135 $9.65K 0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 134 $9.57K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 125 $8.93K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 125 $8.93K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 114 $8.14K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 113 $8.07K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 110 $7.86K <0.01% +35 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 110 $7.86K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 109 $7.79K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 105 $7.47K <0.01% +1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $7.14K <0.01% +50 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 100 $7.14K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 101 $7K <0.01% -169 13F-HR Timeline Trust Co More: the full row for Trust Co 92 $6.57K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 90 $6.44K <0.01% -1,565 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 86 $6.14K <0.01% -40 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 80 $5.72K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 80 $5.72K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 79 $5.64K <0.01% -61 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 75 $5.36K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 72 $5.14K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 70 $5K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 68 $4.87K <0.01% +23 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 67 $4.82K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 65 $4.62K <0.01% -4 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 56 $4K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 59 $4K <0.01% 0 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 51 $3.64K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 50 $3.57K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $3.57K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 50 $3.57K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $3.53K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 46 $3.29K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 44 $3.14K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 44 $3.14K <0.01% 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 42 $3K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 34 $2.43K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 26 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 22 $1.58K <0.01% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 14 $1K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 12 $875 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $644 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 9 $644 <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8 $572 <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3 $214 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.