Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 535 $38.5K 0.01% new 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 528 $38.3K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 510 $37K <0.01% +20 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $36.2K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 500 $36.2K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $36.2K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 488 $35.4K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 480 $34.8K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 478 $34.6K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 471 $34K <0.01% +61 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 455 $33K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 455 $33K <0.01% -47 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 450 $32.6K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 448 $32.5K 0.01% -36 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 440 $31.9K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 420 $30.4K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 405 $29.4K 0.01% +205 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 402 $29.1K <0.01% +216 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 400 $29K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 400 $29K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 376 $28.6K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 390 $28.3K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 385 $27.9K 0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 382 $27.7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 371 $27K <0.01% -39 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 367 $26.6K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 364 $26.4K <0.01% -24 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 362 $26.2K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 357 $25.9K 0.03% -10 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 352 $25.5K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 326 $23.6K 0.01% 0 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 317 $22.8K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 314 $22.8K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 315 $22.6K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 303 $22K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 302 $21.9K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 290 $21K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 291 $20.5K <0.01% +28 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 267 $19.4K <0.01% 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 256 $18.6K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 254 $18.4K <0.01% -20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 249 $18K <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 245 $17.8K 0.01% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 240 $17.4K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 240 $17.4K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 234 $17K <0.01% -89 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 232 $16.8K <0.01% +181 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 232 $16.8K 0.09% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 225 $16.3K 0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 218 $15.8K <0.01% -242 13F-HR Timeline Trust Co More: the full row for Trust Co 210 $15.2K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 206 $14.9K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 200 $14.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 200 $14.5K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 199 $14.4K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 199 $14.4K 0.02% +83 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 192 $13.9K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 183 $13.3K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 175 $12.7K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 173 $12.5K <0.01% +144 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 165 $12K <0.01% +161 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 155 $11.2K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 150 $10.8K <0.01% -1,047 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 143 $10.3K <0.01% +71 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 143 $10.3K <0.01% -10 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 142 $10.3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 141 $10K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 135 $9.79K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 129 $9.35K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 125 $9.06K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 125 $9.06K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 120 $8.7K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 120 $8.7K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 120 $8.7K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 138 $8.26K 0.01% +24 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 110 $7.97K <0.01% +53 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 109 $7.9K <0.01% 0 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 100 $7.83K <0.01% -7,529 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 106 $7.68K <0.01% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 105 $7.61K <0.01% -41 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 103 $7.47K 0.01% +33 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $7.25K <0.01% -20 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 102 $7K <0.01% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TrinityBridge Ltd More: the full row for TrinityBridge Ltd 100 $7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 96 $6.96K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 96 $6.96K <0.01% -179 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 94 $6.81K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 92 $6.67K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 92 $6.67K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 90 $6.52K <0.01% -614 13F-HR Timeline CNB Bank More: the full row for CNB Bank 89 $6.45K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 87 $6.3K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 93 $6K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 88 $6K <0.01% -12 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 81 $5.87K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 81 $5.87K <0.01% +61 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 80 $5.8K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 77 $5.58K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 73 $5.29K <0.01% -179 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 71 $5.15K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 70 $5.07K <0.01% +63 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 69 $5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 75 $5K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 66 $4.78K <0.01% -2 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 66 $4.78K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 65 $4.75K <0.01% -46 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 65 $4.71K <0.01% +25 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 64 $4.64K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 64 $4.64K <0.01% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 62 $4.49K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 62 $4.49K <0.01% +20 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 60 $4.35K <0.01% +5 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 63 $4K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 54 $3.91K <0.01% -19 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 53 $3.84K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 53 $3.84K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 53 $3.84K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 53 $3.84K <0.01% +20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $3.77K <0.01% -54 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 51 $3.7K <0.01% +45 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 50 $3.62K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 49 $3.55K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 46 $3.33K <0.01% +25 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 46 $3.33K 0.01% -65 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 42 $3.11K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 42 $3.04K <0.01% +11 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 42 $3.04K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 42 $3.04K <0.01% -270 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 54 $3K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 51 $3K <0.01% -1,495 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 39 $2.85K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 39 $2.83K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 38 $2.75K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 37 $2.68K <0.01% +19 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 36 $2.67K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 36 $2.61K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 36 $2.61K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 36 $2.61K <0.01% +21 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 35 $2.54K <0.01% -65 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 31 $2.25K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 30 $2.17K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 30 $2.17K <0.01% -87 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 29 $2.1K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 29 $2.1K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 28 $2.03K <0.01% +3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 36 $2K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 27 $1.96K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 24 $1.74K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 23 $1.73K 0.1% -12 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23 $1.67K <0.01% +5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 22 $1.59K <0.01% +14 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 22 $1.59K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 20 $1.45K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 20 $1.45K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 19 $1.34K <0.01% +6 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 17 $1.23K <0.01% -300 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 17 $1.23K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 16 $1.16K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $1.09K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 15 $1.09K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 21 $1K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 12 $870 <0.01% 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $769 <0.01% -5 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $724 <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $724 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9 $652 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $652 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8 $580 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 7 $507 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7 $507 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $435 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $435 <0.01% 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5 $362 <0.01% new 13F-HR/A Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $290 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2 $145 <0.01% -9 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $144 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $17.3K new 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $15.4K -207 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.