Operose Advisors LLC More: the full row for Operose Advisors LLC 109 $37.4K 0.01% +100 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 103 $35.4K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 101 $34.7K 0.01% new 13F-HR/A Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $34.3K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 100 $34.3K 0.01% new 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 100 $34.3K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 100 $34.3K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 100 $34.3K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $34.3K 0.02% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 101 $34K 0.03% +1 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 99 $34K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 99 $34K 0.01% +2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 116 $33.8K 0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 97 $33.3K <0.01% -7,200 13F-HR/A Timeline Group Financial Life Planners More: the full row for Financial Life Planners 97 $33.2K 0.03% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 95 $32.6K 0.05% -60 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 94 $32.3K 0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 89 $30.5K 0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 88 $30.2K 0.01% +39 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 86 $29.5K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 85 $29.2K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 85 $29.2K <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 84 $28.8K <0.01% -33 13F-HR Timeline Group Paladin Partners, LLC More: the full row for Paladin Partners, LLC 84 $28.8K 0.02% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 81 $27.8K 0.02% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 81 $27.8K 0.02% -27,188 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 81 $27.7K 0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 79 $27.2K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 78 $26.8K <0.01% -15 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 78 $26.8K 0.01% +2 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 77 $26.4K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 76 $26.2K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 75 $26K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 73 $25.1K 0.07% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 73 $25.1K 0.01% +69 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 70 $24.1K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 70 $24K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 69 $23.7K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 69 $23.7K 0.01% +6 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 67 $23.1K 0.01% +4 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 66 $23K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 67 $23K 0.01% -5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 67 $23K 0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 84 $22.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 66 $22.7K 0.01% +6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 66 $22.6K <0.01% -72 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 65 $22.3K <0.01% +19 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 63 $21.6K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 63 $21.6K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 61 $20.9K <0.01% +21 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 60 $20.6K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 60 $20.5K 0.01% +8 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 61 $20.3K 0.01% -61 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 65 $19.8K 0.01% +2 13F-HR/A Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 56 $19.2K <0.01% +37 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 56 $19.2K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 55 $18.9K <0.01% -281 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 55 $18.9K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 55 $18.9K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53 $18K <0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 52 $17.8K 0.01% +3 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 50 $17.2K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 50 $17.2K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 48 $16.5K <0.01% -139 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 48 $16.5K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 47 $16.4K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 47 $16.2K 0.01% -16 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 45 $15.9K 0.01% -35 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 46 $15.9K 0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 45 $15.4K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 45 $15.4K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 44 $15.1K <0.01% +14 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 44 $15.1K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 44 $15.1K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 44 $15K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 42 $14.4K 0.01% -335 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 42 $14.4K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 40 $13.8K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 40 $13.7K <0.01% +24 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 40 $13.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 40 $13.7K <0.01% +10 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 40 $13.7K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 39 $13.4K 0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 38 $13.1K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 37 $12.7K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 37 $12.7K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 35 $12.2K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 35 $12K <0.01% -3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35 $12K <0.01% +24 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 38 $11.5K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 33 $11.4K <0.01% -11 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 33 $11.3K 0.03% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $11.3K <0.01% +1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 33 $11.3K 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 32 $11.2K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 31 $10.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $10.3K <0.01% +18 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 30 $10.3K 0.01% +20 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 29 $9.95K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 29 $9.95K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 29 $9.95K <0.01% +27 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $9.65K <0.01% +14 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 27 $9.27K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 27 $9.27K <0.01% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 27 $9.27K <0.01% +4 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 27 $9.27K 0.01% -22 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 27 $9K <0.01% -7 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 25 $8.58K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 25 $8.58K 0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 24 $8.24K <0.01% +8 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 24 $8.24K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 23 $7.89K <0.01% +1 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 23 $7.87K 0.01% +9 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 22 $7.55K <0.01% +4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 21 $7.21K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 21 $7K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 20 $6.87K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $6.86K <0.01% +5 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 19 $6.52K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 19 $6.52K <0.01% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 19 $6.35K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 18 $6.18K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 18 $6.18K <0.01% +6 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 16 $5.49K <0.01% -15 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 16 $5.49K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 16 $5.49K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 16 $5.49K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 15 $5.15K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 15 $5.15K 0.01% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 14 $5K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14 $4.8K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 14 $4.8K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 14 $4.8K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 13 $4.58K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 13 $4.46K 0.02% -388 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 11 $3.78K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 11 $3.77K <0.01% -10 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 11 $3.77K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 11 $3.77K <0.01% +1 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 10 $3.43K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 10 $3.43K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9 $3.11K <0.01% +1 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9 $3.09K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 9 $3.09K <0.01% 0 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8 $2.75K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 8 $2.75K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 8 $2.75K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8 $2.74K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 7 $2.4K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $2.06K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6 $2.06K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6 $2.06K <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 6 $2.06K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $2.06K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 6 $2.06K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6 $2.06K 0.02% -7 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 6 $2.06K <0.01% -32 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 5 $1.72K <0.01% -66 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.72K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $1.72K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4 $1.37K <0.01% -1,077 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4 $1.37K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $1.03K <0.01% -65 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3 $1.03K <0.01% -12 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $1.03K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 3 $1K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2 $717 <0.01% -7 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $687 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 2 $687 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $686 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $686 <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1 $344 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1 $344 <0.01% -1 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $344 <0.01% 13F-HR Timeline WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 4,914 (0.47%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 4,914 (0.47%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR