LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,409 $236K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,405 $236K 0.07% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,366 $229K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,362 $228K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,354 $227K 0.14% -524 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,344 $225K 0.01% -38,711 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,341 $224K 0.02% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,315 $221K 0.12% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,308 $219K 0.02% new 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,302 $218K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,294 $217K 0.08% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,272 $213K 0.05% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,242 $208K <0.01% +495 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,226 $206K 0.01% +49 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,214 $204K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,212 $203K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,204 $202K 0.09% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,200 $201K 0.01% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,200 $201K 0.04% -1,200 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,200 $201K 0.07% new 13F-HR Timeline American Trust More: the full row for American Trust 1,198 $201K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,195 $200K 0.01% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,194 $200K 0.23% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,106 $197K 0.01% +208 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,128 $189K 0.02% +187 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 1,119 $188K 0.13% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,117 $187K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,046 $178K 0.02% -577 13F-HR Timeline Permit Capital, LLC in group Permit Capital, LLC More: the full row for Permit Capital, LLC 980 $164K 0.06% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 947 $159K 0.01% +41 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 884 $154K <0.01% -1,099 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 912 $153K 0.01% -3 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 901 $151K 0.01% -339 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 900 $151K 0.03% +401 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 840 $149K <0.01% +178 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 856 $144K 0.1% -25 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 814 $137K 0.01% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 800 $134K 0.08% new 13F-HR Timeline Group CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 792 $133K 0.11% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 760 $127K 0.01% +627 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 743 $125K 0.16% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 730 $123K 0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 714 $120K <0.01% -2,499 13F-HR Timeline Group MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 680 $115K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 687 $115K 0.02% +44 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 641 $108K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 637 $107K <0.01% +256 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 628 $105K <0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 624 $105K 0.01% +200 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 621 $104K <0.01% 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $101K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 592 $99.3K 0.09% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 551 $92.4K 0.01% +153 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 508 $85.2K <0.01% -1,865 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 485 $81.4K <0.01% +231 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 467 $78.3K <0.01% -189 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 464 $77.8K 0.01% 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 462 $77.5K 0.05% 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 410 $69K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 409 $68.6K 0.01% +18 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 399 $66.9K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 382 $64K 0.02% -14 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 381 $63.9K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 377 $63.2K 0.02% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 370 $62.1K <0.01% -8,462 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 365 $61.2K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 360 $60.4K <0.01% -21 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 358 $60.1K <0.01% +313 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 350 $58.7K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 345 $57.8K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 316 $53K <0.01% +51 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 309 $51.8K <0.01% -1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 300 $50.3K <0.01% -80 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 298 $50K <0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 274 $46K 0.05% -48 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 272 $45.6K <0.01% +69 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 240 $40.7K 0.01% -59 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 242 $40.6K 0.01% +3 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 241 $40.4K <0.01% +46 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 225 $37.7K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 224 $37.5K <0.01% +54 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 212 $35.6K 0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 207 $34.7K <0.01% -8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 200 $33.5K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 188 $31.5K 0.01% -488 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 183 $30.7K <0.01% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 179 $30K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 175 $29.4K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 166 $27.9K 0.01% +29 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 162 $27.2K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 150 $25.2K <0.01% -1 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 150 $25K 0.01% -1,624 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $24.2K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 132 $22.1K <0.01% +104 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 126 $21.1K <0.01% +8 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 120 $20.4K 0.31% -3,900 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 121 $20.3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $17K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $16.8K 0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 95 $16.2K <0.01% -95 13F-HR Timeline Group Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 96 $16.1K 0.01% -77 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 95 $15.9K <0.01% -64 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 85 $14.3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 83 $13.9K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 81 $13.6K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 78 $13.1K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 76 $12.7K <0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 76 $12.7K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 74 $12.4K <0.01% +1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 70 $11.7K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69 $11.6K <0.01% +3 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 60 $10.1K <0.01% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 60 $10.1K 0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 59 $10K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $9.9K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 57 $9.56K <0.01% +22 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 54 $9.16K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50 $8.39K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $8.39K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 50 $8.37K <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 45 $7.55K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 38 $7.18K <0.01% -83 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 42 $7.05K <0.01% -10 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 41 $6.88K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 41 $6.88K <0.01% -8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 37 $6.21K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 36 $6.04K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 41 $6K <0.01% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 35 $5.87K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 35 $5.87K <0.01% 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35 $5.87K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 33 $5.54K <0.01% -15 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 32 $5.45K <0.01% +12 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $5.03K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30 $5.03K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 30 $5.03K <0.01% -4 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 27 $5K <0.01% +24 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 27 $4.53K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 23 $4.2K <0.01% +3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $4.03K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $3.19K <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $3.19K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $3.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 19 $3K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17 $2.85K <0.01% +2 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 17 $2.85K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 16 $2.67K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15 $2.52K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 15 $2.52K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 14 $2.35K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 13 $2.18K <0.01% -46 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $2.01K <0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13 $2K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11 $1.84K <0.01% -12 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.68K <0.01% -99,740 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $1.68K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9 $1.51K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8 $1.34K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8 $1.34K <0.01% 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.34K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7 $1.17K <0.01% -10 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 7 $1.17K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6 $1.02K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7 $1K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6 $1K <0.01% new 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $853 <0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $839 0.04% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $839 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5 $839 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $749 <0.01% +1 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4 $671 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $671 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4 $671 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $627 0.06% -3,853 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $504 <0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3 $503 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $503 <0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $336 <0.01% 0 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $336 <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2 $336 <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2 $336 <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1 $168 <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1 $168 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $168 <0.01% -27 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.