Range Financial Group LLC More: the full row for Range Financial Group LLC 15,029 $300K 0.14% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,061 $297K <0.01% +80 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,700 $294K <0.01% -8,100 13F-HR/A Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 14,692 $294K 0.02% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,443 $289K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,999 $280K <0.01% -603 13F-HR Timeline Group Corton Capital Inc. More: the full row for Corton Capital Inc. 13,903 $278K 0.16% new 13F-HR Timeline Nierenberg Investment Management Compan… More: the full row for Nierenberg Investment Management Company, LLC 13,555 $271K 0.16% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,416 $268K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,406 $268K <0.01% +1,977 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,992 $260K 0.02% -8,044 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 12,837 $256K <0.01% -20 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 12,397 $248K 0.17% +1,433 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 11,850 $237K 0.01% +731 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 11,748 $235K 0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,721 $234K <0.01% -828 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,528 $230K 0.01% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 11,469 $229K 0.02% -42 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,067 $221K 0.01% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 11,035 $220K 0.01% +20 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 10,933 $218K +10,833 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,748 $215K <0.01% +3,833 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 10,673 $213K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 10,579 $211K 0.03% +73 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 10,321 $206K 0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 10,183 $203K <0.01% -24,956 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 9,343 $187K 0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 9,343 $187K 0.03% +7,254 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 7,625 $152K <0.01% -811 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,736 $115K <0.01% +36 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,754 $113K <0.01% +580 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 4,900 $97.9K -22,518 Timeline Vestcor Inc More: the full row for Vestcor Inc 4,290 $86K <0.01% -11,000 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,978 $79.5K 0.02% +3,413 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,700 $73.9K 0.04% -119 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,502 $70K <0.01% -56 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,281 $65.6K 0.01% -144 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,200 $63.9K 0.02% +1,200 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,142 $62.8K <0.01% +9 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,999 $60.1K 0.01% +2,356 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 2,775 $55.4K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,159 $43.1K <0.01% +99 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,066 $41.3K <0.01% +218 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 2,045 $40.9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,817 $36.3K <0.01% +64 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,739 $36K <0.01% +288 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,697 $33.9K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,688 $33.7K <0.01% -1,227 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,675 $33.5K 0.01% +900 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,661 $33.2K <0.01% +223 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,638 $32.7K <0.01% -83 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,510 $31.3K <0.01% -17 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,513 $31K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,465 $29.3K <0.01% -1,483 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,381 $27.6K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,316 $26K <0.01% -343 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,287 $25.7K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,286 $25.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,224 $24.4K <0.01% -200 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,177 $23.5K 0.01% +143 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,160 $23.2K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,110 $22.2K <0.01% +638 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,104 $22.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,005 $20.1K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 936 $18.7K <0.01% -35 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 903 $18K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 894 $17.9K <0.01% +344 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 889 $17.8K <0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 855 $17.1K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 849 $17K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 845 $16.9K <0.01% -4,303 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 805 $16.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 806 $16.1K <0.01% -117 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 799 $16K 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 757 $15.1K <0.01% +714 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 749 $15K <0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 723 $14.4K <0.01% -8,727 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 715 $14.3K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 704 $14.1K <0.01% +17 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 704 $14.1K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 680 $13.6K <0.01% -10,068 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 671 $13.4K <0.01% -7 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 662 $13.2K <0.01% -290 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 638 $12.7K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 602 $12K <0.01% +10 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 591 $11.8K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 564 $11K <0.01% +7 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 549 $11K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 530 $10.6K <0.01% +187 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 519 $10.4K <0.01% -137 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 515 $10.3K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 472 $9.43K <0.01% +286 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 462 $9.23K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 409 $8.17K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 405 $8.09K <0.01% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 405 $8.09K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 383 $7.65K <0.01% -117 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 359 $7.17K <0.01% -5 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 350 $6.99K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 311 $6.21K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 309 $6.17K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 306 $6.11K <0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 294 $5.88K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 287 $5.73K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 271 $5.41K <0.01% -28 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 267 $5.33K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 267 $5.33K <0.01% +62 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 250 $5K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 239 $4.78K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 239 $4.78K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 231 $4.62K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 212 $4.24K new Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 183 $4K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 198 $3.96K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 197 $3.94K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 194 $3.88K <0.01% +9 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 170 $3.74K <0.01% +12 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 175 $3.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 169 $3.38K <0.01% -560 13F-HR/A Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 162 $3.24K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 162 $3.24K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 160 $3.2K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 154 $3.08K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 188 $3K <0.01% +53 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 150 $3K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 150 $3K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 145 $2.9K <0.01% +70 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 143 $2.86K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 142 $2.84K <0.01% -49 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 142 $2.84K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 132 $2.63K <0.01% +22 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 124 $2.48K <0.01% +17 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 110 $2.2K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 109 $2.18K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $2.01K <0.01% +27 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 85 $2K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 100 $2K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 95 $1.9K <0.01% +29 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 85 $1.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 84 $1.68K <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 84 $1.68K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 83 $1.66K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 72 $1.44K <0.01% -38 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 71 $1.42K <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 70 $1.4K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 68 $1.36K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 68 $1.36K <0.01% -955 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 68 $1.36K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 62 $1.24K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 61 $1.22K <0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 59 $1.18K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57 $1.14K <0.01% +23 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 56 $1.12K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 56 $1.12K <0.01% -4 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 54 $1.08K <0.01% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 54 $1.08K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 53 $1.06K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 53 $1.06K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 52 $1.04K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 52 $1.04K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 51 $1.02K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 75 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 73 $1K <0.01% +5 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 63 $1K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 50 $999 <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46 $920 <0.01% 0 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 42 $839 <0.01% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 42 $839 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $820 <0.01% -10 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 39 $779 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 37 $743 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36 $719 <0.01% +8 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 36 $719 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $680 <0.01% -32 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 34 $671 <0.01% +13 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 32 $639 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 30 $597 <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 27 $539 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 27 $539 <0.01% +2 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 26 $519 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 25 $500 <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 18 $360 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $360 <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 17 $340 <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 17 $340 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 17 $340 <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 16 $320 <0.01% 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15 $300 <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 14 $292 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $280 <0.01% -4 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 14 $280 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $280 <0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 13 $260 <0.01% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 13 $260 <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 12 $240 <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 11 $220 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $200 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10 $200 <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9 $180 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9 $180 <0.01% +8 13F-HR Timeline Group