QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,064 $403K 0.03% -229 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 13,025 $402K 0.06% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,682 $391K 0.11% -3,999 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 12,674 $391K 0.01% -642 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,993 $370K 0.01% +514 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,942 $369K <0.01% -157,581 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 11,774 $363K 0.01% new 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 11,719 $362K 0.05% +6,319 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,610 $358K <0.01% +1,168 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 11,590 $358K 0.22% +1,450 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,514 $355K 0.18% -29 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,442 $353K 0.02% -1,604 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,346 $350K <0.01% +1,192 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,219 $346K 0.05% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,103 $343K 0.22% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 10,962 $338K 0.1% +165 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,913 $337K 0.01% +1,736 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,835 $334K 0.01% -209 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 10,800 $333K 0.11% +642 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,494 $326K 0.08% -603 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 10,229 $324K 0.07% -10,759 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,437 $322K <0.01% -5,514 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,147 $322K <0.01% -464 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,384 $321K <0.01% +71 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,276 $317K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,211 $315K 0.02% -756 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 10,100 $312K 0.14% +900 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,987 $308K <0.01% +269 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 9,841 $304K 0.17% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,760 $301K 0.1% -234 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,759 $301K 0.01% +314 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,754 $301K <0.01% +316 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,724 $300K 0.01% -720 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,599 $296K <0.01% -69,041 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,477 $293K <0.01% +24 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,400 $290K 0.02% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,272 $286K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,222 $285K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,152 $283K <0.01% +2,552 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,053 $279K 0.21% +146 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,945 $276K 0.01% +16 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 8,934 $276K 0.09% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 8,894 $275K 0.29% -10,426 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 8,806 $272K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,544 $267K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,670 $267K 0.02% -4,333 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,581 $265K 0.02% -567 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 8,484 $262K <0.01% -115,802 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,417 $260K 0.03% +205 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,400 $259K 0.13% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,332 $257K 0.03% +1,030 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,306 $256K <0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,294 $256K 0.04% -1,120 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,183 $253K <0.01% -835 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 7,927 $241K 0.12% +253 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,788 $240K 0.02% +702 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 7,740 $239K 0.07% -250 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,694 $238K 0.09% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,862 $236K 0.02% -16,277 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 7,592 $234K 0.04% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,583 $234K <0.01% -527 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 7,372 $228K 6.48% -5,842 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,330 $226K 0.01% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,290 $225K <0.01% +20 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 7,266 $224K 0.06% -318 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 7,186 $222K 0.21% 13F-HR/A Timeline Group NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 7,182 $222K 0.07% 0 13F-HR Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 7,180 $222K 0.11% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,150 $221K <0.01% -1,066 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,148 $221K <0.01% +110 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,118 $220K 0.01% +218 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,090 $219K 0.01% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,053 $218K <0.01% -1,428 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 7,046 $218K 0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,863 $214K <0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,681 $206K 0.08% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,565 $205K 0.02% +11 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,596 $204K 0.02% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,585 $203K 0.01% -2,847 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,544 $202K 0.01% -173 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,540 $202K 0.02% +4,263 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,534 $202K 0.02% +6,518 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,482 $200K 0.02% +20 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,050 $187K 0.01% -273 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 6,000 $185K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,804 $179K 0.01% +100 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,800 $179K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,790 $179K 0.02% -532 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 5,295 $163K 0.07% +626 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,250 $162K 0.01% -214 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,134 $158K 0.01% -1,005 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,099 $157K 0.09% +851 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,026 $155K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,846 $153K <0.01% -1,682 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,799 $148K <0.01% -40 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,748 $147K <0.01% +188 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,685 $145K 0.03% +3,785 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,668 $144K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,586 $142K <0.01% -6,592 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 4,258 $131K <0.01% -1,966 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,182 $129K 0.04% -524 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,000 $124K 0.04% -800 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $123K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,983 $123K <0.01% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,000 $121K 0.01% +2,000 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,600 $113K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,600 $111K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,035 $93.7K <0.01% -339 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,974 $91.8K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,836 $87.5K <0.01% -2,183 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,754 $85K <0.01% -5,917 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,412 $74.5K 0.01% +1,180 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,400 $74.1K 0.06% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,240 $69.1K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,003 $61.8K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,987 $61.3K <0.01% -1,588 13F-HR Timeline Group Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 1,956 $60.4K 0.12% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,800 $56.3K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,712 $52.8K <0.01% 0 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,680 $51.8K <0.01% 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,424 $47.3K 0.02% -864 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,520 $46.9K <0.01% +129 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $46.7K <0.01% +100 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,493 $46.1K <0.01% +583 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,452 $44.8K <0.01% +311 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,397 $43.1K <0.01% -35 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,400 $43K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,357 $41.9K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,271 $39.2K <0.01% +429 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,220 $37.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,205 $37.2K <0.01% +439 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,200 $37K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,124 $34.7K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,120 $34.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,116 $34.5K <0.01% -1 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,090 $33.2K <0.01% -88 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,041 $32.1K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,030 $31.8K 0.03% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 990 $31.3K 0.03% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,010 $31.2K 0.02% +875 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,000 $30.9K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,000 $30.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lavaca Capital LLC More: the full row for Lavaca Capital LLC 968 $29.9K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 890 $27.5K <0.01% +60 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 868 $26.8K <0.01% -6 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 840 $25.9K 0.02% -17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 816 $25.2K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 800 $24.7K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 800 $24.7K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 800 $24.7K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 769 $23.7K 0.02% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 728 $22.5K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 716 $22.1K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 680 $21K <0.01% 0 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 678 $20.9K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 620 $19.1K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 572 $17.7K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 555 $17.1K <0.01% +200 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 504 $15.6K <0.01% +4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 500 $15K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 478 $14K <0.01% new 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 450 $13.9K <0.01% +228 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 436 $13.5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 430 $13.3K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 410 $12.7K <0.01% +150 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 410 $12.7K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 400 $12.6K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 400 $12.3K <0.01% -600 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $12.3K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 400 $12.3K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 400 $12.3K 0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 386 $11.9K 0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 386 $11.9K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 381 $11.8K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 370 $11.4K <0.01% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 368 $11.4K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 350 $10.8K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 268 $8.29K <0.01% -273 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 247 $7.62K <0.01% -179 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 200 $6.17K <0.01% -76 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 200 $6.17K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $6.17K <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 190 $5.99K <0.01% -3,010 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 154 $5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 165 $4.99K <0.01% -447 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 160 $4.94K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 150 $4.63K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 127 $3.92K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 126 $3.89K <0.01% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 102 $3.15K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $3.09K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 88 $2.72K <0.01% 0 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 84 $2.59K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 83 $2.56K <0.01% -96 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 80 $2.48K <0.01% +18 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 90 $2K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 62 $1.91K <0.01% -6 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 62 $1.91K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 56 $1.73K <0.01% new 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 55 $1.7K <0.01% 13F-HR Timeline