DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,540 $649K 0.16% -86 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,538 $648K 0.01% -37 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,462 $615K 0.15% +175 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,441 $608K 0.01% +102 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,390 $586K 0.01% +12 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,385 $584K 0.02% +44 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,374 $579K 0.01% -170 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,357 $572K <0.01% -555 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,345 $567K 0.01% -21 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,306 $550K 0.06% +298 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,300 $548K 0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,300 $548K <0.01% +100 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,297 $547K <0.01% +238 13F-HR Timeline Group Crestline Management, L.P. More: the full row for Crestline Management, L.P. 1,288 $543K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,283 $541K 0.01% -31 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,270 $535K <0.01% +159 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,267 $534K 0.15% -11 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,264 $533K <0.01% +9 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,242 $523K 0.02% 0 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 1,238 $522K <0.01% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,238 $522K 0.03% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,193 $503K <0.01% +48 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,190 $502K 0.03% -1,860 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,183 $499K 0.02% -9 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,153 $486K 0.1% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,151 $485K <0.01% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,150 $485K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,147 $483K 0.02% -284 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,137 $479K 0.02% +4 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,114 $469K <0.01% -24 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,094 $461K <0.01% +80 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,063 $448K <0.01% +110 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,046 $441K 0.03% -63 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,024 $432K <0.01% +97 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,002 $422K 0.01% 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 999 $421K 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 990 $417K <0.01% +405 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 988 $416K 0.19% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 977 $412K <0.01% -200 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 943 $397K 0.04% +79 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 931 $392K <0.01% +1 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 928 $391K <0.01% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 924 $389K 0.15% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 911 $384K 0.02% new 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 909 $383K 0.01% -400 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 893 $376K 0.07% -39 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 890 $375K 0.06% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 889 $375K 0.07% -20 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 887 $374K <0.01% -130 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 884 $373K 0.15% 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 880 $371K <0.01% 0 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 867 $365K <0.01% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 863 $364K <0.01% -1,798 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 807 $340K <0.01% +207 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 805 $337K <0.01% -215 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 779 $328K 0.04% -12 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 751 $317K 0.03% -138 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 741 $312K <0.01% -14 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 738 $311K 0.01% -66 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 736 $310K 0.01% -50 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 732 $309K 0.01% +33 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 713 $301K 0.01% new 13F-HR/A Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 703 $296K <0.01% -58 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 700 $295K 0.08% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 693 $292K <0.01% -16 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 690 $289K 0.01% -96 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 674 $284K 0.04% -283 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 658 $278K 0.01% -1 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 633 $267K 0.13% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 627 $264K <0.01% -8 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 622 $262K <0.01% +47 13F-HR Timeline Group Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 618 $260K 0.1% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 616 $260K <0.01% +211 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 617 $260K 0.03% 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 613 $258K 0.14% 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) 601 $253K 0.01% -2,823 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 597 $252K <0.01% 0 13F-HR/A Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 590 $249K 0.02% -25 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 587 $247K 0.01% +2 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 571 $241K <0.01% +23 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 545 $230K 0.03% -15 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 545 $230K 0.08% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 526 $222K 0.33% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 511 $215K 0.01% -74 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 511 $215K 0.02% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 512 $214K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 507 $214K 0.01% +173 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 500 $211K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 500 $211K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 498 $210K <0.01% +110 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 489 $206K 0.04% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 463 $195K <0.01% +7 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 454 $191K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 423 $178K <0.01% +378 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 422 $178K 0.02% -1,422 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 414 $174K <0.01% -327 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 374 $157K 0.02% +284 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 370 $156K 0.01% -18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 346 $146K 0.01% +41 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 342 $144K <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 264 $111K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 247 $104K 0.02% -23 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 226 $95.3K 0.01% +2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 188 $79.2K <0.01% +70 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 156 $65.8K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 152 $64.1K <0.01% +31 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 131 $57.6K <0.01% -46 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 121 $51K <0.01% +50 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 119 $50K 0.01% +5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 118 $49.7K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 117 $49.3K <0.01% +5 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 106 $45K <0.01% +13 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 100 $42.1K <0.01% -400 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $42.1K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 100 $42.1K 0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 90 $37.9K <0.01% +8 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 88 $37.1K 0.01% -6 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/ 73 $30.8K <0.01% -139 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 70 $29.5K 0.03% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 68 $29K <0.01% +37 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 57 $24K <0.01% +2 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 55 $23.2K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 54 $22.8K <0.01% -15 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 53 $22.3K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 51 $21.5K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 45 $19K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $18.5K <0.01% -7 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 43 $18.1K <0.01% -4 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 41 $17.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39 $16.4K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 37 $15.6K <0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 32 $13.5K <0.01% new 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 32 $13.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 31 $13K 0.01% +31 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 27 $11.4K <0.01% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 24 $10.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21 $8.85K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $8.43K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 18 $7.59K <0.01% +2 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 15 $6.32K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 15 $6.32K <0.01% -8 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 15 $6.32K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14 $5.9K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $5.9K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 12 $5.06K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 11 $4.64K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $4.21K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9 $3.79K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9 $3.79K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9 $3.79K <0.01% -2 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 9 $3.79K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9 $3.79K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7 $3.08K <0.01% +3 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6 $2.53K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.53K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4 $1.69K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.69K <0.01% -2 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4 $1.69K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3 $1.27K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3 $1.26K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3 $1K <0.01% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 3 $1K <0.01% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $1K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2 $843 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $843 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $843 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1 $422 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $422 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1 $421 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $421 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $421 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $421 <0.01% 13F-HR Timeline