HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,637 $254K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,726 $254K 0.01% new 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 3,720 $253K <0.01% -4,450 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,705 $252K 0.01% -1,284 13F-HR Timeline Group Andra AP-fonden More: the full row for Andra AP-fonden 3,651 $249K <0.01% -78,149 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,566 $245K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,587 $244K <0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,585 $244K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,566 $243K 0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,552 $242K 0.01% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,533 $241K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,409 $232K 0.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,399 $232K <0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 3,359 $229K 0.02% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,300 $225K 0.02% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,271 $223K <0.01% new 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 3,376 $223K <0.01% +879 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,257 $222K <0.01% -3,842 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 3,246 $221K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,220 $221K <0.01% +1,978 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,228 $220K 0.01% -2,930 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 3,091 $211K 0.06% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,041 $207K <0.01% new 13F-HR Timeline Group Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 3,027 $206K <0.01% new 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,000 $204K 0.05% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,000 $204K 0.08% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,985 $203K 0.1% -250 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,984 $203K 0.03% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,910 $198K <0.01% -262 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,846 $194K 0.02% +1,484 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,710 $185K <0.01% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 2,700 $184K <0.01% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,660 $181K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,610 $178K <0.01% -35 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,472 $168K <0.01% +45 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,425 $165K <0.01% -238 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,300 $157K <0.01% -95,000 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 2,206 $150K <0.01% -75 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 2,000 $136K 0.07% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,997 $136K 0.01% 0 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 1,855 $126K 0.01% -468 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,833 $125K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,728 $118K <0.01% -633 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,652 $113K <0.01% +577 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,615 $110K 0.02% -125 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,600 $109K <0.01% -112 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,600 $109K 0.01% +1,400 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,532 $104K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,413 $96.3K <0.01% +151 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,300 $88.6K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,193 $81.3K <0.01% +267 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,188 $80.9K <0.01% -11,870 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,160 $79K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,105 $75.3K <0.01% +5 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) 1,104 $75.2K <0.01% -33,870 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,002 $68.3K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,000 $68.1K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 996 $67.8K <0.01% -1,175 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 934 $64K 0.04% -180 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 923 $62.9K <0.01% +144 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 900 $61.3K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 848 $57.8K 0.01% -13 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 828 $56.4K <0.01% +139 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 800 $54.5K 0.02% 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/ 780 $53.1K <0.01% -9 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 773 $52.7K <0.01% +325 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 686 $46.7K 0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 675 $46K <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 675 $46K <0.01% -45 13F-HR Timeline Group Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 669 $45.6K 0.02% -284 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 668 $45.5K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 650 $44.3K 0.02% +280 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 555 $37.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 550 $37.5K 0.01% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 517 $35.2K 0.01% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 500 $34K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 498 $33.9K 0.03% -871 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 497 $33.9K <0.01% +343 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 470 $32K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 442 $30.1K 0.01% +80 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 400 $27.2K <0.01% -12,450 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 400 $27.2K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 400 $27.2K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 394 $26.8K <0.01% +352 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 393 $26.8K <0.01% +120 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 328 $22.4K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 325 $22.1K 0.02% -300 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 319 $21.7K <0.01% +73 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 316 $21.6K <0.01% +91 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 322 $21.2K <0.01% +245 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 300 $20.4K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 300 $20.4K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 300 $20.4K <0.01% 0 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 309 $20.4K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 300 $20K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 269 $18.3K 0.01% -37 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 248 $16.9K <0.01% +171 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 246 $16.8K 0.01% -98 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 241 $16.4K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 238 $16.2K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 235 $16K <0.01% -114 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 228 $15.5K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 225 $15.3K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 225 $15.3K 0.01% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 216 $14.7K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 204 $14K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 200 $14K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $13.6K <0.01% -435 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 200 $13.6K <0.01% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 200 $13.6K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 200 $13.6K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 185 $12.6K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $9.81K <0.01% +110 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 130 $8.86K <0.01% 0 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 112 $8K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 103 $7.02K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 101 $6.88K 0.02% +67 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $6.81K <0.01% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 100 $6.81K <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $6.81K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $6.81K <0.01% -29 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $6.81K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 100 $6.81K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 100 $6.81K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 99 $6.74K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 83 $5.65K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 75 $5.11K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 67 $4.57K <0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66 $4.5K <0.01% -147 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 65 $4.43K <0.01% +34 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 64 $4.36K <0.01% -16 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 63 $4.29K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 70 $4K <0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 60 $3.96K <0.01% -944 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 58 $3.95K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 57 $3.88K <0.01% -40 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 55 $3.75K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 50 $3.41K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50 $3.41K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 50 $3.41K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 50 $3.41K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 48 $3.27K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 45 $3.07K <0.01% +15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 45 $3.06K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $3K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 41 $2.79K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 41 $2.79K <0.01% +39 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 38 $2.59K <0.01% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 36 $2.45K <0.01% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 34 $2.32K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 32 $2.18K <0.01% -6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 38 $2K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 26 $1.81K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 26 $1.77K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26 $1.77K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 25 $1.7K <0.01% +14 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 25 $1.7K <0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 23 $1.57K <0.01% +5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21 $1.43K <0.01% +6 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.29K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 19 $1.25K <0.01% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 18 $1.23K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 17 $1.16K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15 $1.02K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 15 $1.02K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $1K <0.01% +9 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $954 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18 $917 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $817 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $682 <0.01% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10 $681 <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 11 $556 <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 8 $545 <0.01% -256 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9 $458 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5 $313 <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4 $272 <0.01% -2,233 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $272 <0.01% -696 13F-HR Timeline First Personal Financial Services More: the full row for First Personal Financial Services 3 $205 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3 $204 <0.01% -6 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3 $204 <0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $137 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1 $69 <0.01% -99 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1 $68 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $45 <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 9 $0 0% -3 13F-HR Timeline Group Value filed as zero, left out of ratios. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 165,259 $2.43K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.