Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,782 $236K 0.05% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,762 $234K <0.01% -1,755 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,754 $234K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,721 $231K <0.01% -121 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,725 $230K <0.01% -2,597 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 2,700 $229K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,687 $228K <0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,658 $226K 0.07% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,646 $225K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,649 $225K <0.01% -26,443 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,634 $224K <0.01% -630 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,628 $223K 0.01% -44 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,585 $219K 0.01% +476 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,558 $217K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,543 $216K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,542 $216K 0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,529 $215K 0.07% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,510 $213K <0.01% -1,347 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,510 $213K 0.02% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,496 $212K <0.01% -111 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,463 $210K <0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,458 $209K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,431 $206K 0.07% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,398 $204K 0.01% -38 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,382 $202K <0.01% -96 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,379 $202K <0.01% -984 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 2,354 $200K 0.16% -592 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,183 $185K 0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,093 $178K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,050 $174K 0.03% -128 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,028 $173K <0.01% -32,533 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,026 $172K 0.01% +1,288 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,997 $170K 0.08% +1,893 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,955 $166K <0.01% +893 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,724 $146K <0.01% -2,224 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,568 $133K <0.01% +316 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,537 $130K 0.05% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,520 $129K <0.01% +112 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,424 $121K <0.01% -6,104 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,400 $119K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,388 $118K <0.01% +570 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,388 $118K <0.01% +781 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,342 $114K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,238 $106K <0.01% -481 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,222 $104K <0.01% 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,200 $102K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,100 $93.4K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,067 $91K <0.01% -1,546 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,072 $91K <0.01% +213 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 916 $77.8K <0.01% -7,362 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 915 $77.7K 0.01% +900 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 896 $76K <0.01% +295 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 869 $73.8K <0.01% -91 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 863 $73.3K <0.01% +204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Twin Tree Management, LP More: the full row for Twin Tree Management, LP 810 $68.8K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 744 $63.2K <0.01% +114 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 740 $62K <0.01% -14 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 720 $61.1K <0.01% -1,333 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 660 $56K 0.02% +603 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 602 $51.1K <0.01% -2,476 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 559 $47.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 535 $45.4K <0.01% -6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 510 $43.3K <0.01% -1,572 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 673 $43.1K <0.01% -260 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 483 $41K <0.01% +145 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 471 $40K 0.01% -322 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 442 $39.5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 450 $38.2K <0.01% -624 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 404 $34.3K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 370 $32.2K <0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 378 $32.1K 0.01% +32 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 363 $30.8K 0.02% -9 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 352 $29.9K 0.01% +11 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 324 $27.5K 0.01% +164 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 311 $26.4K <0.01% -152 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 311 $26.4K 0.01% +35 13F-HR Timeline Quarry LP More: the full row for Quarry LP 310 $26.3K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 303 $25.7K 0.01% +276 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 294 $25K <0.01% -17 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 292 $24.8K <0.01% -10 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 236 $20K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 228 $19.4K <0.01% +13 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 226 $19.2K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 219 $19K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 224 $19K <0.01% -420 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 217 $19K 0.01% +68 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 220 $18.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 207 $17.6K <0.01% -181 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 207 $17.6K <0.01% +47 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 200 $17K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $17K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 200 $17K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 185 $16.3K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 191 $16.2K <0.01% +104 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 183 $15.9K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 184 $15.6K <0.01% +163 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 149 $13K <0.01% -146 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 149 $12.6K <0.01% +109 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 135 $11.5K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 130 $11K 0.01% -27 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 120 $10.2K <0.01% +5 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 118 $10K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 117 $9.93K 0.01% -33 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 111 $9.42K <0.01% -119 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 105 $8.91K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $8.49K <0.01% -38 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 100 $8.49K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 100 $8.49K <0.01% -400 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 89 $7.55K <0.01% -55 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 80 $6.79K <0.01% -24 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 73 $6.2K <0.01% +58 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 70 $5.94K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $5.63K <0.01% -7 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 61 $5.18K 0.01% -142 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 61 $5.18K <0.01% new 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 59 $5.01K <0.01% -8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 59 $5.01K <0.01% -10 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 58 $4.92K <0.01% -414 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $4.84K <0.01% -59 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 57 $4.84K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 51 $4.33K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50 $4.24K <0.01% -13 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 50 $4.24K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 48 $4.08K <0.01% +23 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 45 $3.82K <0.01% +44 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 43 $3.65K <0.01% -140,355 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 40 $3.4K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 40 $3.4K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 38 $3.23K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 38 $3.23K <0.01% +21 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 37 $3.14K <0.01% -45 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $3.06K <0.01% -7 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 36 $3.06K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36 $3.06K <0.01% +4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 36 $3.06K <0.01% +6 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 35 $2.97K <0.01% +19 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 35 $2.8K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32 $2.72K <0.01% +20 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 31 $2.63K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 31 $2.63K <0.01% +9 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 29 $2.46K <0.01% +2 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28 $2.38K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 27 $2.29K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 26 $2.21K <0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 24 $2.04K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21 $1.78K <0.01% -59 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 20 $1.7K <0.01% -209 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 20 $1.7K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $1.7K <0.01% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 17 $1.44K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 16 $1.36K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $1.27K <0.01% -6 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $1.22K <0.01% +5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14 $1.19K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14 $1.19K <0.01% -7 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 12 $1.02K <0.01% +10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $1K <0.01% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14 $1K <0.01% -177 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11 $934 <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11 $934 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11 $934 <0.01% -8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $934 <0.01% -2 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10 $849 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $849 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $849 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $811 <0.01% -474 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $764 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9 $764 <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $764 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8 $680 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $680 <0.01% -48 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $680 <0.01% +4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8 $679 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8 $679 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 8 $679 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $679 <0.01% +4 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7 $594 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7 $594 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $510 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $424 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5 $424 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $424 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5 $424 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $340 <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3 $255 <0.01% -480 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $255 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $255 <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3 $255 <0.01% -25 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $255 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3 $255 <0.01% -33 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $174 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $170 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $170 <0.01% -1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2 $170 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2 $170 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $85 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $85 <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1 $85 <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $15 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.