Curat Global, LLC More: the full row for Curat Global, LLC 2,661 $117K 0.13% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,640 $116K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,613 $115K <0.01% -182 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,869 $82.3K 0.04% -10,265 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,650 $72.6K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,522 $66.9K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,510 $66.4K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,400 $61.6K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,325 $58.3K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,279 $56.2K <0.01% -21 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,278 $56.2K <0.01% +188 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,206 $53K <0.01% +806 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,200 $52.8K <0.01% -107 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,194 $52.5K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,150 $50.6K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,150 $50.6K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $45K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,002 $44.1K <0.01% +223 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $44K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 963 $42.3K <0.01% +495 13F-HR Timeline City State Bank More: the full row for City State Bank 913 $40.2K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 898 $39.5K <0.01% +562 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 888 $39.1K <0.01% -500 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 797 $35.1K 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 765 $33.6K <0.01% -2,507 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 741 $32.6K <0.01% -1,250 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 733 $32.3K <0.01% +131 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 579 $25.4K <0.01% 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 523 $23K <0.01% 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 499 $22.1K <0.01% +167 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 500 $22K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 465 $20.5K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 346 $15.2K 0.01% -38 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 14,010 $14.3K 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) 307 $13.5K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 300 $13.2K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 273 $12.1K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 242 $10.6K <0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 230 $10.1K 0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 163 $7.17K <0.01% -11 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 162 $7.12K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 139 $6.11K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 128 $6K <0.01% +15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 135 $5.94K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 128 $5.63K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 127 $5.58K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $4.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 99 $4.35K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 89 $3.91K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 87 $3.83K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 79 $3.47K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 75 $3.3K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 70 $3K <0.01% -70 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 50 $2.2K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 48 $2.11K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 40 $1.76K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 38 $1.67K <0.01% -121 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 37 $1.63K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 36 $1.58K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $904 <0.01% -7 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 11 $494 <0.01% +1 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4 $176 <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $31 <0.01% 0 13F-HR Timeline Group