PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,452 $283K <0.01% +210 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 6,360 $279K <0.01% new 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,301 $277K 0.02% -65,299 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,241 $274K <0.01% -782 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,232 $274K 0.01% -215 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,114 $268K <0.01% -1,300 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,103 $268K <0.01% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,735 $259K 0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,853 $257K <0.01% +912 13F-HR/A Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,785 $254K 0.1% +39 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,644 $248K <0.01% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,631 $247K <0.01% 0 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 5,543 $243K 0.16% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,527 $243K 0.01% -15 13F-HR Timeline Group PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 5,498 $241K <0.01% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,478 $241K <0.01% -41,120 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,372 $236K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,355 $235K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,270 $231K 0.02% +1,595 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,239 $230K <0.01% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,104 $224K 0.1% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,100 $224K 0.02% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,000 $220K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,932 $217K 0.03% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,901 $215K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,796 $211K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,766 $209K 0.04% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,753 $209K 0.01% new 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 4,722 $207K 0.07% -1,182 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,710 $207K <0.01% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 4,661 $205K <0.01% -1,323 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,655 $204K <0.01% -50,239 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 4,643 $204K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,565 $200K 0.05% -2,646 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,304 $189K <0.01% -6,302 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 4,105 $180K 0.03% 0 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,776 $166K 0.01% -279 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,760 $165K <0.01% +609 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,675 $161K <0.01% +3,086 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,546 $156K <0.01% -52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,209 $142K <0.01% -9,793 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,130 $137K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,117 $137K <0.01% +1,132 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,044 $134K <0.01% +1,532 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,822 $124K 0.11% +1,308 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,739 $120K 0.07% +912 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,647 $116K 0.03% +1,269 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 2,496 $110K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,391 $105K 0.01% -80,400 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,312 $102K 0.01% +2,212 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 2,000 $87.8K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,947 $86K 0.05% -1,088 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,908 $83.8K 0.04% +1,898 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,856 $81.5K <0.01% -424 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,822 $80K <0.01% -269 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,786 $78.4K <0.01% +1,661 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,759 $77.2K <0.01% -250 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,672 $73.4K <0.01% -38,025 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,645 $72K <0.01% +88 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,500 $65.9K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,328 $58.3K <0.01% 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,251 $54.9K <0.01% -627 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,123 $49.3K <0.01% -239 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 985 $43.6K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 983 $43.2K <0.01% -25,213 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 844 $37.1K <0.01% -639 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 785 $35.6K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 787 $34.6K -20,168 Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 765 $33.6K 0.02% -17 13F-HR Timeline CX Institutional More: the full row for CX Institutional 707 $31K <0.01% +649 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 698 $30.6K 0.01% -99 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 674 $29.6K 0.01% +64 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 641 $28.1K <0.01% -200 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 639 $28.1K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $26.3K <0.01% +192 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 550 $24K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 520 $22.8K <0.01% -3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 491 $21.6K <0.01% +248 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 480 $21.1K <0.01% +22 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 438 $19.2K 0.01% -540 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 432 $19K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 359 $14.8K <0.01% +76 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 298 $13.2K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $13.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 295 $13K 0.01% +44 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 288 $12.6K <0.01% -658 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 267 $11.7K <0.01% -101 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 263 $11.5K <0.01% +167 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 260 $11.4K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 250 $11K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 233 $10.2K <0.01% -9,152 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 217 $9.53K <0.01% -3 13F-HR Timeline NBH Bank More: the full row for NBH Bank 217 $9.53K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 207 $9.09K <0.01% +133 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 201 $8.83K <0.01% +121 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 200 $8.78K <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 187 $8.21K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 185 $8.12K <0.01% -224 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 179 $8.07K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 181 $7.95K <0.01% -33 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 176 $7.73K <0.01% +128 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 168 $7.38K <0.01% new 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 166 $7.29K <0.01% +77 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 164 $7.2K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 162 $7.11K <0.01% -44 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 160 $7.03K <0.01% +147 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 145 $6.37K <0.01% -6,948 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 137 $6.02K <0.01% -5 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 136 $5.97K <0.01% +51 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 136 $5.97K <0.01% -68 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 133 $5.84K <0.01% +47 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 118 $5.18K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 120 $5K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 119 $5K <0.01% -57 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 111 $4.88K <0.01% +87 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 99 $4.35K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 99 $4.35K <0.01% +48 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 96 $4.22K <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 92 $4.04K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 92 $4.04K <0.01% +10 13F-HR Timeline BAYBAN More: the full row for BAYBAN 83 $3.65K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 81 $3.56K <0.01% +20 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 77 $3.41K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 75 $3.29K <0.01% +22 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 75 $3.29K <0.01% -238 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 74 $3.25K <0.01% -18 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 74 $3.25K <0.01% -83 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 73 $3.21K <0.01% -14 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 71 $3.12K <0.01% -122 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 66 $2.9K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 58 $2.55K <0.01% -12 13F-HR/A Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 56 $2.46K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 55 $2.42K <0.01% +22 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 54 $2.37K <0.01% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 53 $2.33K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 53 $2.33K <0.01% -4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 51 $2.24K <0.01% +13 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 40 $2K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42 $1.84K <0.01% +15 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 39 $1.77K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 42 $1.71K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 39 $1.71K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 37 $1.62K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36 $1.58K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 35 $1.54K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 31 $1.36K <0.01% -10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 26 $1.14K <0.01% -6 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 23 $1.01K <0.01% +13 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12 $1K <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 21 $923 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21 $922 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $922 <0.01% +10 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19 $834 <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 19 $834 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 18 $790 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $703 <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $659 <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13 $571 <0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 13 $571 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11 $483 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $351 <0.01% +4 13F-HR Timeline MOTCO More: the full row for MOTCO 7 $307 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6 $264 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6 $263 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6 $263 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $220 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $220 <0.01% +3 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4 $176 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4 $176 <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $132 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $88 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $88 <0.01% -2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $46 <0.01% -4 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2 $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 1,423 $62M 0 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.