Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 649 $551K <0.01% -32 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 637 $541K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 641 $536K 0.05% +30 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 627 $532K 0.02% -3,372 13F-HR Timeline Group 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 624 $530K 0.23% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 618 $525K 0.01% +91 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 608 $516K <0.01% +37 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 606 $515K 0.11% -72 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 605 $514K 0.03% -19 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 600 $509K 0.09% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 600 $509K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 591 $502K 0.01% -15 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 567 $481K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 559 $474K 0.01% new 13F-HR/A Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 557 $473K 0.01% -1,500 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 557 $472K 0.01% -1,500 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 552 $469K 0.01% +44 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 539 $457K 0.1% -1 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 533 $453K 0.02% +5 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 532 $452K 0.09% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 530 $450K 0.01% -29 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 523 $444K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 521 $442K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 521 $442K 0.01% +149 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 516 $438K 0.15% -781 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 510 $433K 0.3% -210 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 510 $433K 0.13% -40 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 500 $425K 0.08% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 500 $425K <0.01% 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 498 $416K 0.06% 0 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 488 $414K 0.07% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 486 $413K 0.02% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 479 $400K <0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 466 $396K <0.01% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 450 $382K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 440 $374K <0.01% 0 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 445 $371K <0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 416 $353K 0.02% +22 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 413 $351K 0.05% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 413 $345K <0.01% +14 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 403 $342K 0.12% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 403 $342K 0.04% -7 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 399 $339K 0.06% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 399 $339K <0.01% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 395 $335K 0.07% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 394 $335K <0.01% -220 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 390 $331K 0.01% +8 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 390 $331K <0.01% -1,575 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 384 $326K 0.01% +33 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 383 $325K <0.01% new 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 369 $313K 0.11% +6 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 391 $305K 0.02% +5 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 358 $304K <0.01% -325 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 355 $301K 0.01% -15 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 347 $295K 0.14% -31 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 327 $293K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 340 $289K <0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 339 $288K <0.01% -15 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 335 $284K <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 335 $284K <0.01% -56 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 330 $280K 0.01% +96 13F-HR/A Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 329 $275K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 310 $263K 0.01% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 308 $262K 0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 308 $262K 0.04% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 300 $255K 0.04% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 300 $255K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 286 $243K 0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 286 $243K <0.01% new 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 282 $239K 0.05% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 280 $238K 0.06% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 280 $234K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 275 $234K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 270 $229K 0.01% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 260 $221K 0.03% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 259 $220K 0.14% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 245 $218K 0.03% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 254 $216K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 254 $216K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 251 $209K <0.01% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 241 $205K <0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 241 $205K 0.2% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 238 $202K 0.04% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 237 $201K <0.01% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 236 $200K 0.03% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 224 $190K 0.04% -10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 223 $189K <0.01% +10 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $170K <0.01% -14 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $170K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 200 $170K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 202 $165K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 183 $164K <0.01% -299 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 187 $160K 0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 186 $158K 0.04% -6,239 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 183 $155K 0.02% -5 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 174 $148K <0.01% +10 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 173 $147K 0.09% -162 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 169 $143K 0.05% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 166 $141K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 162 $137K <0.01% +12 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 158 $134K <0.01% +11 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 154 $130K <0.01% -46 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 150 $127K <0.01% -41 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 143 $122K <0.01% -43 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 138 $117K <0.01% -27 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 132 $112K 0.01% -37 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 122 $104K 0.06% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 120 $102K 0.06% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 102 $86.8K 0.05% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $85K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $84.9K <0.01% -97 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 100 $84.9K 0.02% 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) 87 $73.9K <0.01% +52 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 87 $73.9K <0.01% -10 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 82 $73.5K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 80 $67.9K 0.01% -38 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 73 $62.5K 0.02% new 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 58 $49.5K <0.01% -30,055 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 58 $49.2K <0.01% -3 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 54 $45.9K <0.01% new 13F-HR/A Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 50 $42.5K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $42.5K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 40 $34K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 37 $31.4K new Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 35 $31.4K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 36 $30.6K <0.01% +7 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 36 $30.1K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 34 $29K <0.01% +17 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 34 $28.9K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 30 $26.7K <0.01% +17 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 31 $26.3K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 30 $25.5K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 29 $24.6K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 25 $21.2K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24 $20.4K <0.01% -1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 45 $20.2K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $17K <0.01% -5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20 $17K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20 $17K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19 $16.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15 $13K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15 $12.7K <0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14 $11.9K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14 $11.9K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $11K <0.01% +1 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 13 $11K <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 11 $9.19K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 10 $8.96K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10 $8.49K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $8.49K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10 $8.35K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9 $8K <0.01% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9 $7.64K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8 $6.79K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $6.79K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $5.94K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 7 $5.94K <0.01% -16 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $5.09K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $5.09K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6 $5.09K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6 $5.09K <0.01% +3 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6 $5.09K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5 $4.25K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5 $4.25K <0.01% -2,018 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $3.41K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4 $3.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $3.4K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4 $3.4K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $3.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3 $2.55K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3 $2.51K <0.01% +1 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 2 $1.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $1.7K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $1.7K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1 $851 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $850 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $850 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $850 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $849 <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1 $849 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $849 <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1 $849 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $849 <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1 $849 <0.01% 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1 $849 <0.01% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1 $834 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1 $773 <0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 212 $250 new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.