UMB Bank, n.a. More: the full row for UMB Bank, n.a. 269 $78.1K <0.01% +211 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 264 $76.6K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 261 $75.7K <0.01% +156 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 260 $75.5K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 243 $70.5K 0.01% +27 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 240 $69.6K 0.06% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 237 $68.8K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 229 $66.5K <0.01% -2,479 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 228 $66.2K <0.01% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 225 $65.3K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 220 $63.8K <0.01% -37 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 218 $63.3K <0.01% -20,423 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 214 $62.1K 0.02% 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 183 $53.1K <0.01% -1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 177 $51.4K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 172 $49.9K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 170 $49.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 167 $48.5K <0.01% +127 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 166 $48.2K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 179 $48.2K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 163 $47.2K <0.01% +147 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 160 $46.4K <0.01% -2 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 156 $45.3K 0.01% +4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 150 $43.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 142 $41.2K 0.03% -8 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 140 $40.6K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 137 $39.8K <0.01% -209 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 129 $37.4K <0.01% -33 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 122 $35.5K 0.01% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 120 $34.8K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 111 $32.2K 0.02% +9 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 109 $31.6K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 109 $31.6K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 108 $31.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 106 $30.8K <0.01% -451 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 104 $30K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $29K 0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 99 $28.8K 0.02% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 97 $28.1K <0.01% +9 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 95 $27.6K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 94 $27.3K <0.01% +4 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 93 $27K 0.02% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 92 $26.8K <0.01% -520 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 92 $26.7K 0.02% +40 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 91 $26.4K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 89 $25.8K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 84 $24.4K <0.01% +6 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 80 $23.2K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 80 $23.2K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 78 $22.6K <0.01% -25 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 75 $21.8K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 74 $21.5K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 74 $21K <0.01% +12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 72 $20.9K <0.01% -85 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 71 $20.6K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 70 $20.3K <0.01% 0 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 70 $20.3K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 67 $19.4K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 64 $18.5K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 63 $18.3K <0.01% -38 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 65 $18K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 62 $18K 0.01% +9 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 60 $17.4K <0.01% +59 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 59 $17K <0.01% +12 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 57 $17K <0.01% +16 13F-HR Timeline BAYBAN More: the full row for BAYBAN 58 $16.8K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 57 $16.5K 0.01% -64 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 56 $16.3K <0.01% +11 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 56 $16.3K <0.01% -9 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 55 $16K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 54 $15.7K <0.01% +38 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 53 $15.4K <0.01% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 50 $14.5K <0.01% 0 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 50 $14.5K <0.01% -9,676 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 49 $14.2K <0.01% +19 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 48 $14.1K <0.01% -61 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 51 $13.8K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 47 $13.6K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 46 $13.3K <0.01% -7 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 42 $12.2K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 41 $11.9K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 40 $11.6K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 40 $11.6K <0.01% +40 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 38 $11K <0.01% -30 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $10.4K <0.01% +31 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 35 $10.2K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 33 $9.58K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 33 $9.58K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 32 $9.29K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 32 $9.29K <0.01% +27 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 30 $8.71K <0.01% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 29 $8.51K <0.01% new 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 29 $8.42K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 29 $8.41K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 27 $7.83K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 27 $7.83K 0.01% -4 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 16 $7.33K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $7.25K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 24 $7.08K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $6.96K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 22 $6.38K <0.01% -2 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 22 $6.38K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21 $6.09K <0.01% +5 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 21 $6.09K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 21 $6.09K 0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $6K <0.01% +21 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 20 $5.8K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $5.67K <0.01% +11 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18 $5.27K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18 $5.22K <0.01% -8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17 $4.93K <0.01% -12 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17 $4.93K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $4.71K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $4.64K <0.01% +8 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16 $4.64K <0.01% +8 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15 $4.37K <0.01% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 15 $4.35K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15 $4.35K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 15 $4.35K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $4.06K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 14 $4.06K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15 $4K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 13 $3.77K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $3.77K <0.01% -8 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 13 $3.77K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 11 $3.27K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 11 $3.19K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 11 $3.19K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 11 $3.19K <0.01% +4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 11 $3.15K <0.01% -35 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10 $3.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $3K <0.01% -225 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 10 $2.9K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10 $2.9K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $2.9K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 9 $2.62K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9 $2.62K <0.01% -2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9 $2.61K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $2.61K <0.01% 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 8 $2.32K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $2.32K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8 $2.32K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 8 $2.32K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8 $2.32K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $2.32K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8 $2.32K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7 $2.08K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7 $2.03K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $2.03K <0.01% -236 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8 $2K <0.01% +2 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 5 $2K <0.01% -5 13F-HR/A Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 6 $1.76K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6 $1.74K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6 $1.74K <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $1.74K <0.01% +2 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 6 $1.74K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5 $1.45K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5 $1.45K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.45K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $1.45K <0.01% +3 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $1.27K <0.01% 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 4 $1.16K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $1.16K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $871 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3 $871 <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3 $871 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $871 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $722 <0.01% -9 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $581 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $581 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2 $580 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $580 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $485 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $453 <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $291 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $291 <0.01% -5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $290 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1 $290 <0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 0 $27 <0.01% -6 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3 $0 0% -207 13F-HR Timeline Group Value filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 5,223 $5.22K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 27 $25 -3 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.