Clarius Group, LLC More: the full row for Clarius Group, LLC 857 $209K 0.01% +11 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 856 $208K 0.01% +29 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 854 $208K 0.04% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 851 $207K 0.02% -192 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 850 $207K 0.06% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 847 $206K 0.09% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 846 $206K 0.01% -59 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 837 $204K <0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 823 $200K 0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 754 $184K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 738 $180K 0.01% +64 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 736 $179K 0.02% -310 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 677 $165K 0.01% -8 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 668 $163K <0.01% -15 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 663 $161K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 662 $159K 0.02% +19 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 616 $150K 0.03% +27 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 608 $148K <0.01% -30 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 605 $147K <0.01% +20 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 601 $146K 0.01% +123 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 598 $145K <0.01% -289 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 583 $142K <0.01% +78 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 550 $134K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 538 $131K <0.01% +24 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 530 $129K <0.01% -222 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 527 $129K 0.05% -59 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 430 $105K 0.06% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 418 $102K 0.03% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 415 $101K 0.07% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 406 $98.9K 0.03% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 394 $96K 0.02% +18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 392 $95.5K 0.01% +21 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 373 $91K 0.01% -24 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 420 $88K 0.06% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 355 $86.5K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 339 $82.6K 0.06% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 337 $82.1K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 335 $81.6K 0.05% +8 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 322 $78.4K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 319 $78K 0.05% +250 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 288 $73.4K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 286 $69.6K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 272 $66.2K <0.01% +81 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 278 $62.7K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 250 $60.9K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 241 $58.7K 0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 227 $55.3K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 214 $52.1K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 212 $51.6K <0.01% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 210 $51.1K <0.01% 0 13F-HR/A Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 200 $48.7K 0.01% +6 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $48.7K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 193 $47K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 180 $43.8K 0.01% +80 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 177 $43.1K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 172 $41.9K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 170 $41.4K <0.01% +16 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 170 $41.4K 0.03% 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 156 $38K <0.01% new 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 154 $37.5K <0.01% 0 13F-HR/A Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 150 $36.5K <0.01% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $36.5K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 146 $35.6K <0.01% +77 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 139 $33.9K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 137 $33.4K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 132 $32.1K <0.01% -19 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 131 $31.9K <0.01% 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 129 $31.4K <0.01% -25 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 126 $30.7K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 118 $29K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $28.7K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 113 $27.5K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 111 $27K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 110 $26.8K <0.01% -49 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 107 $26.1K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 103 $25.1K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 100 $24.4K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 99 $23K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 94 $22K <0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 87 $21.2K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 83 $20.2K <0.01% -7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 82 $20K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 81 $19.8K 0.01% +50 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 79 $19.1K 0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 74 $18K 0.01% +11 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 70 $17K <0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 69 $16.8K 0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 68 $16.6K <0.01% +61 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64 $15.6K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 61 $14.9K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 61 $14.9K 0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 60 $14.6K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 58 $14.1K 0.01% -646 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 57 $13.9K <0.01% +5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 54 $13.2K <0.01% +29 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 53 $12.9K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 49 $11.9K 0.06% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 47 $11.4K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 46 $11.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $10.5K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 42 $10.2K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 42 $10.2K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 41 $10K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 41 $9.99K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 40 $9.74K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 39 $9.5K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36 $8.77K <0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 36 $8.77K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 35 $8.53K <0.01% -110 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 34 $8.28K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 34 $8.28K <0.01% -13 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 33 $8.04K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 31 $7.55K <0.01% -8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $7.31K <0.01% -7 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 29 $7.07K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 29 $7.06K 0.01% -21 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 29 $7.01K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $6.82K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 28 $6.82K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 27 $6.59K <0.01% +19 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 27 $6.58K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 27 $6.58K <0.01% +26 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25 $6.14K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 25 $6.11K <0.01% -37 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 25 $6.09K <0.01% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 25 $6.09K <0.01% +11 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 24 $5.85K <0.01% +19 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 24 $5.84K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 23 $5.62K <0.01% -98 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 21 $5.13K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 21 $5.12K 0.01% +12 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 17 $4.14K 0.01% -2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $3.99K <0.01% +6 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 16 $3.9K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 16 $3.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 16 $3.9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 14 $3.41K <0.01% -5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14 $3.41K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $2.92K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $2.68K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $2.68K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $2.44K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 10 $2.44K <0.01% +2 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $2.44K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9 $2.19K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $2.19K <0.01% -14 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9 $2.19K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 10 $2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7 $2K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $1.95K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $1.95K <0.01% +3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8 $1.95K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8 $1.95K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $1.71K <0.01% 0 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7 $1.71K <0.01% -63 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 7 $1.71K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $1.71K <0.01% -94 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $1.71K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7 $1.66K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6 $1.46K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6 $1.46K <0.01% +5 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5 $1.22K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $1.22K <0.01% +7 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5 $1.22K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4 $975 <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4 $975 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4 $974 <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4 $799 <0.01% +1 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3 $731 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $731 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $730 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $673 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $518 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2 $498 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2 $488 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $488 <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2 $487 <0.01% -165 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $487 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $317 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $268 <0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $244 <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1 $244 <0.01% -6 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $244 <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $244 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $244 <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1 $166 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -97 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.