McMillan Office, Inc. More: the full row for McMillan Office, Inc. 800 $99.8K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 798 $99.6K <0.01% +27 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 794 $99.1K 0.01% +86 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 793 $99K <0.01% +145 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 787 $98.2K <0.01% +286 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 777 $97K 0.03% -3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 697 $87K <0.01% +55 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 685 $85.5K 0.04% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 566 $70.6K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 552 $68.9K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 542 $67.7K 0.01% -510 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 538 $67.1K <0.01% new 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 509 $63.5K <0.01% +40 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 460 $57.4K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 451 $56.3K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 385 $48K <0.01% -1,611 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 367 $45.8K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 361 $45.1K 0.01% +11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 360 $44.9K <0.01% +3 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 356 $44.4K 0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 347 $43.3K 0.04% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 342 $42.7K 0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 335 $41.8K 0.01% 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330 $41.2K <0.01% +270 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 329 $41.1K 0.02% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 327 $40.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 324 $40.4K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 321 $40.1K 0.01% -39 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 303 $37.8K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 300 $37.4K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 296 $36.9K <0.01% +45 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 296 $36.9K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 294 $36K 0.01% +26 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 283 $35K 0.02% -244 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 277 $34.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 267 $34.3K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 267 $33.3K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 265 $33.1K 0.01% -1,892 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 247 $30.8K 0.01% -260 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 239 $29.8K 0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 237 $29.6K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 230 $29K <0.01% -11 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 218 $27.2K 0.02% -226 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 221 $27.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 212 $26.5K <0.01% +99 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 211 $26.3K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 208 $26K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 201 $25.1K <0.01% -39 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $25K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 200 $25K 0.02% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 197 $24.6K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 193 $24.1K <0.01% +5 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 239 $22.1K 0.13% -72 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 173 $21.6K 0.01% +125 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 164 $20.5K 0.02% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 162 $20.2K <0.01% +23 13F-HR Timeline Quarry LP More: the full row for Quarry LP 154 $19.2K <0.01% +67 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 153 $19.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 153 $19K <0.01% +54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 152 $18.9K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 150 $18.7K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 150 $18.7K 0.01% -4,305 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 148 $18.5K <0.01% +98 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 147 $18.3K <0.01% +58 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 144 $18K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 142 $17.7K <0.01% +92 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 142 $17.7K <0.01% +17 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 140 $17.5K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 135 $16.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 127 $15.8K <0.01% +41 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 125 $15.6K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 119 $15K <0.01% +92 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 119 $14.9K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 114 $14.2K 0.01% 13F-HR Timeline 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 108 $13.5K <0.01% +8 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 100 $12.5K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $12.5K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 99 $12.4K <0.01% +50 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 98 $12.2K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 94 $11.7K <0.01% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 94 $11.7K 0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 92 $11.5K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 91 $11.4K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 88 $11.1K <0.01% +12 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 87 $10.9K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 85 $10.7K <0.01% -7,746 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 76 $10.7K 0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 78 $9.73K 0.01% 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 75 $9.36K <0.01% -1,216 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 74 $9.24K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 74 $9.23K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 72 $9.04K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 72 $8.99K <0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 71 $8.86K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 69 $8.61K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 67 $8.36K 0.01% +26 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 66 $8.26K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 65 $8.11K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 72 $8K <0.01% +2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 64 $7.99K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 63 $7.86K <0.01% +36 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 62 $7.74K <0.01% +51 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 59 $7.36K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 57 $7.11K <0.01% +8 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 57 $7K <0.01% +15 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 56 $6.99K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 55 $6.86K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 55 $6.86K <0.01% +8 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 54 $6.74K <0.01% +48 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 52 $6.49K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 51 $6.4K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 50 $6.24K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 48 $5.99K <0.01% +6 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 48 $5.99K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 48 $5.99K <0.01% +45 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 44 $5.49K <0.01% -12 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 42 $5.24K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 39 $4.87K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 38 $4.74K <0.01% +7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 36 $4.5K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 34 $4.24K <0.01% -4,586 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 33 $4.12K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $3.99K <0.01% -114 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 31 $3.87K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 31 $3.87K <0.01% -22 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 31 $3.82K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29 $3.62K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 29 $3.62K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 27 $3.37K <0.01% +7 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 26 $3.25K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 25 $3.12K <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 24 $3K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 21 $2.67K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $2.62K <0.01% +15 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 21 $2.62K <0.01% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20 $2.5K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 20 $2.5K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $2.37K <0.01% +2 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 19 $2.37K <0.01% -571 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 17 $2.12K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 17 $2.12K <0.01% +2 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 17 $2.12K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 16 $2.02K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 15 $1.87K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15 $1.87K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14 $1.75K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $1.63K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 13 $1.62K <0.01% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13 $1.62K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 13 $1.62K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 13 $1.62K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12 $1.5K <0.01% -128 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12 $1.5K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 12 $1.5K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 11 $1.37K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 11 $1.37K <0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10 $1.25K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10 $1.25K <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $1.25K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10 $1.25K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $1.12K <0.01% -23 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8 $999 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $999 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 8 $998 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $874 <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $874 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $874 <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 7 $874 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $751 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $749 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $749 <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $626 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $624 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5 $624 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $624 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $500 <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $499 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4 $499 <0.01% -32 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $375 <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -100 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.