WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 16,959 $433K 0.08% +6,673 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 16,902 $432K 0.23% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,646 $425K <0.01% -8,835 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,643 $425K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,568 $424K 0.04% +6,432 13F-HR Timeline Group Topor & Co. Korea More: the full row for Topor & Co. Korea 16,567 $423K 0.33% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 16,284 $416K 0.03% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,139 $413K 0.03% -1,444 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 16,159 $410K 0.22% +1,248 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 15,800 $404K 0.12% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,912 $381K 0.01% -768 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 14,143 $361K 0.09% +5,419 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,018 $358K <0.01% +5,870 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 14,014 $358K 0.18% +1,006 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,006 $358K 0.02% +753 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 13,241 $339K 0.2% -1,276 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,949 $331K <0.01% +6,535 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,935 $331K <0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,835 $328K 0.05% -6,802 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 12,825 $328K 0.02% -1,525 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,769 $326K 0.03% -294 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 12,722 $325K 0.04% +1,949 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,421 $317K 0.2% +357 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 12,345 $313K 0.16% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,249 $313K <0.01% +3,333 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,166 $311K 0.02% -967 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 11,850 $300K 0.03% -321,875 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 11,574 $296K 0.06% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 11,545 $295K 0.14% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,338 $290K 0.01% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,109 $284K 0.15% -1,354 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 11,032 $282K 0.18% -16,263 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,061 $282K <0.01% +441 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,951 $280K 0.02% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,859 $278K <0.01% +922 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,857 $278K <0.01% -4,665 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 10,856 $277K 0.08% +6 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 10,854 $277K 0.27% -638 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,813 $276K 0.02% -2,288 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,769 $275K <0.01% -695 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 10,461 $267K 0.08% -68 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,227 $261K 0.02% -502 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,208 $261K <0.01% -826,160 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,167 $260K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,024 $256K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,737 $249K <0.01% -34,660 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,678 $247K 0.01% -3,099 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,582 $245K 0.01% +1,258 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,544 $244K <0.01% -18,681 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,537 $244K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,353 $239K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,269 $237K <0.01% +6,843 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,260 $237K <0.01% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,227 $236K 0.11% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 9,054 $231K 0.08% +703 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 9,020 $231K 0.08% +965 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,910 $228K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,909 $228K 0.01% +719 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,498 $217K <0.01% -272 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,298 $212K <0.01% -308 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 8,262 $211K 0.01% +68 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,008 $205K <0.01% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 7,873 $201K 0.08% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,693 $197K -20,640 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,907 $177K <0.01% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 6,658 $170K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,606 $169K 0.1% +396 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,182 $158K <0.01% -6,770 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 6,080 $155K <0.01% +3,064 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5,606 $143K 0.03% +887 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,338 $136K 0.01% +775 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,284 $135K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,119 $131K <0.01% +525 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,379 $112K <0.01% +3,062 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,075 $104K <0.01% +1,013 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,759 $96.1K <0.01% +3,063 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,690 $94.3K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,537 $90.4K 0.01% -28 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,373 $86.2K 0.04% -173 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,342 $85.4K 0.01% +16 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,143 $80.3K 0.03% +751 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,736 $69.9K 0.02% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,191 $56K 0.03% +161 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,000 $51.1K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,976 $50.5K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,968 $50.3K <0.01% 0 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,340 $48K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,896 $48K <0.01% +24 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,578 $40.3K 0.02% +116 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,400 $36K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,388 $35.5K 0.01% +1,089 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,206 $30.8K <0.01% -1,469 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,202 $30.7K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,199 $30.6K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,189 $30.4K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,044 $26.7K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 947 $24K <0.01% +350 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 921 $23.5K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 709 $18K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 677 $17.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 600 $15.3K <0.01% +28 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 540 $13.8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 519 $13.3K <0.01% +9 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 502 $12.8K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 499 $12.8K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 497 $12.7K 0.07% 0 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 426 $10.9K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 401 $10.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 391 $9.98K <0.01% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 360 $9.2K <0.01% +253 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 359 $9.18K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 358 $9.16K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 312 $7.97K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 305 $7.8K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 289 $7.39K <0.01% +5 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 289 $7.39K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 279 $7.13K <0.01% -410 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 277 $7.08K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 272 $6.95K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 193 $4.93K <0.01% -19 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 183 $4.68K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 180 $4.56K <0.01% -312 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 159 $4.06K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 174 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 154 $3.94K <0.01% new 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 153 $3.9K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 134 $3.42K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 121 $3.09K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 113 $2.89K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 96 $2.45K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 93 $2.38K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 84 $2.15K <0.01% +11 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 79 $2.03K <0.01% +1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 79 $2.02K <0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 73 $1.86K <0.01% +1 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 71 $1.82K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 68 $1.74K <0.01% 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 64 $1.64K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 62 $1.59K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 53 $1.35K <0.01% new 13F-HR Timeline Group Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 51 $1.3K <0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 49 $1.25K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $1.25K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 46 $1.16K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $1.15K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 44 $1.12K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 39 $997 <0.01% -23 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 36 $929 <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $818 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 30 $767 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 29 $741 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 29 $741 <0.01% -26 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 21 $537 <0.01% 0 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 21 $537 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 20 $511 <0.01% -76 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 4 $464 <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 17 $435 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 16 $406 0.01% +5 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 5 $128 <0.01% -41 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4 $102 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3 $76 <0.01% -1,259 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $51 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1 $16 <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.