Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,131 $168K 0.04% -1 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,137 $167K <0.01% -873 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,104 $164K <0.01% -67 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,103 $164K 0.01% +40 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,100 $163K 0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,020 $151K -6,831 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,014 $151K 0.02% +52 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 971 $144K <0.01% -123 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 954 $142K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 941 $140K 0.08% +1 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 934 $139K <0.01% +73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 910 $135K 0.01% -48 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 910 $135K 0.05% +170 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 909 $135K 0.01% -53 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 896 $133K <0.01% -15 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 872 $129K 0.09% -48 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 861 $128K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 857 $127K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 844 $125K <0.01% -2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 839 $125K <0.01% +15 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 825 $123K 0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 781 $116K 0.13% +365 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 753 $112K 0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 742 $110K <0.01% -89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 715 $106K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 706 $105K <0.01% +66 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 689 $102K 0.01% -177 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 671 $99.6K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 663 $98.4K 0.06% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 660 $98K <0.01% +196 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 626 $93K 0.09% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 618 $91.8K <0.01% -286 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 614 $91.2K 0.01% +91 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 606 $90K <0.01% -3 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 602 $89.4K 0.01% +28 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 582 $86.4K 0.01% 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 561 $83.3K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 558 $82.9K 0.01% +111 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 548 $81.4K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 532 $79K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 513 $76K 0.03% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 507 $75.3K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 503 $74.7K 0.01% 0 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 500 $74.2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 448 $66.5K 0.01% +37 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 418 $62.5K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 400 $59.4K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 389 $57.8K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 361 $53.6K 0.02% +302 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 350 $52K 0.04% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 336 $49.9K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 327 $48.6K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 313 $46.5K 0.01% +2 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 312 $46.3K 0.01% -1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 309 $46K <0.01% -44 13F-HR Timeline TOBAM More: the full row for TOBAM 308 $46K 0.02% -649 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 308 $45.7K <0.01% +21 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 302 $44.8K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 291 $43.2K 0.02% +31 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 257 $38.2K 0.03% -14 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 245 $36.4K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 247 $36K 0.01% -11 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 236 $35K <0.01% -72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 196 $29.1K 0.02% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 181 $27K 0.01% +2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 180 $26.7K 0.01% -27 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 164 $24.4K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 162 $24K <0.01% -9 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 159 $23.6K <0.01% -5 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 160 $23K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 150 $22.3K <0.01% +29 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 150 $22.3K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 142 $21.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 139 $20.6K 0.01% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 138 $20.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 134 $19.9K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 128 $19K 0.01% -10 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 125 $18.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $18.6K <0.01% +15 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 119 $17.6K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 118 $17.5K <0.01% +2 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 116 $17.2K 0.03% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 110 $16K <0.01% +4 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 104 $15.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 102 $15.1K <0.01% -66 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 100 $14.8K <0.01% -109 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 100 $14.8K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $14.8K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 94 $14.1K <0.01% -305 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 92 $13.7K <0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 92 $13.7K <0.01% +84 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 90 $13.4K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 88 $13.1K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 88 $13.1K <0.01% -9 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 83 $12.3K 0.07% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 83 $12.3K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 75 $11K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $9.65K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 65 $9.65K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 65 $9.65K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 64 $9.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 60 $8.91K <0.01% -10 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 55 $8.17K <0.01% +29 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 55 $8.17K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 53 $7.87K <0.01% +50 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 51 $7.57K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $7.42K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 50 $7K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 47 $6.98K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46 $6.83K <0.01% +36 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 41 $6.09K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 39 $5.79K <0.01% -1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 39 $5.79K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $5.35K <0.01% +6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34 $5.05K <0.01% -33 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 39 $5K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 32 $4.75K <0.01% +7 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 31 $4.6K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 30 $4.46K 0.01% -4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 27 $4.01K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 25 $3.71K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $3.71K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 25 $3.71K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $3.69K <0.01% -7 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 24 $3.56K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 22 $3.27K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 22 $3.27K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 21 $3.14K <0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 20 $3K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 20 $2.97K <0.01% -7 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 20 $2.97K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 20 $2.97K <0.01% -8 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20 $2.96K <0.01% -6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 20 $2.83K <0.01% +11 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19 $2.82K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 19 $2.82K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 18 $2.67K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $2.67K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 17 $2.52K <0.01% +9 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17 $2.52K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24 $2.38K <0.01% +8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16 $2.38K <0.01% +16 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $2.23K <0.01% +4 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 15 $2.23K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $2.22K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 14 $2.08K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $2.08K <0.01% +14 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13 $1.93K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 13 $1.93K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 11 $1.63K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 11 $1.63K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $1.63K <0.01% +2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $1.49K <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10 $1.49K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 9 $1.34K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9 $1.34K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $1.34K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 8 $1.19K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $1.19K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7 $1.04K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 6 $891 <0.01% new 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $891 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $742 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5 $739 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $594 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $594 <0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4 $594 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4 $594 <0.01% -11 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $594 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $434 <0.01% +1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $407 <0.01% -4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2 $297 <0.01% -4 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $273 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $149 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $147 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,853 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 0 $0 0% -170 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.