HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 19,644 $423K <0.01% -7,498 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 19,235 $416K <0.01% +13,228 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 19,173 $415K <0.01% +145 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 18,591 $402K 0.06% -16,490 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 17,669 $399K 0.01% +7,511 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 18,264 $395K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 17,764 $388K 0.01% -16,253 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 17,686 $383K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,387 $376K <0.01% -6,437 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,263 $374K <0.01% +1,687 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 16,707 $362K 0.01% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 16,496 $357K <0.01% -39,854 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 16,315 $353K <0.01% +3,728 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,275 $352K <0.01% +4,730 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 16,018 $347K 0.1% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,804 $342K 0.01% +1,728 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,059 $326K 0.01% +837 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 13,879 $300K <0.01% +761 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 13,774 $298K <0.01% +82 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 13,579 $294K 0.08% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 13,515 $292K 0.09% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,129 $284K <0.01% +4,684 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13,077 $283K 0.04% +13,031 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 13,000 $281K 0.17% +1,000 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 12,657 $274K 0.07% +2,287 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 12,200 $264K 0.07% +8,430 13F-HR/A Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 12,000 $260K 0.08% new 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 11,515 $249K 0.03% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,422 $247K <0.01% +5,437 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 11,413 $247K 0.02% -23 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,202 $242K 0.01% +60 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) 11,163 $242K 0.01% +10,778 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 11,020 $238K <0.01% -748 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,712 $232K <0.01% -62,353 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,675 $231K <0.01% -23,720 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 10,668 $231K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,645 $230K <0.01% +2,150 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,566 $229K 0.07% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,136 $227K 0.01% -6,535 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,248 $222K <0.01% -1,420 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,189 $220K <0.01% +4,324 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 9,880 $214K 0.21% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,829 $213K <0.01% -580 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,750 $211K <0.01% +4,891 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 9,666 $209K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,615 $208K <0.01% +1,775 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,564 $207K <0.01% -27,056 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,347 $202K <0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,244 $201K <0.01% new 13F-HR/A Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,935 $193K 0.08% +315 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 8,875 $192K <0.01% -1,167,762 13F-HR/A Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,702 $188K <0.01% -316 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,768 $171K <0.01% +1,078 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,787 $169K 0.06% -2,399 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,731 $167K 0.01% +1,713 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,608 $165K 0.01% +800 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 7,500 $162K 0.01% -43,000 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,411 $160K <0.01% +2,188 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,343 $159K <0.01% +16 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,969 $129K <0.01% +5,677 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,458 $118K <0.01% +1,846 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,950 $107K <0.01% +1,827 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,345 $94K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,081 $88.3K <0.01% -296 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,041 $82.2K <0.01% +507 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,500 $75.7K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,383 $73.2K <0.01% +38 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,250 $70K 0.05% -1,611 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,000 $64.9K 0.03% -26,032 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 3,000 $64.9K 0.01% +900 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,890 $62.5K <0.01% -2,310 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,829 $61.2K <0.01% +2,800 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,707 $58.6K 0.02% +1,386 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,700 $58.4K <0.01% +768 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,240 $48.5K <0.01% -135 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,803 $39K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,726 $37.4K <0.01% +1,358 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,603 $34.7K <0.01% +1,103 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,575 $34.1K 0.03% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,345 $29.1K <0.01% +1,130 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,267 $27.4K 0.01% +319 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,042 $22.5K <0.01% +624 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 999 $21.6K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 897 $19.4K <0.01% new 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 883 $19.1K <0.01% new 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 800 $17.3K <0.01% +788 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 777 $17.1K <0.01% +319 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 800 $17K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 752 $16.3K 0.01% -1,690 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 615 $13.3K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 613 $13.3K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 561 $12.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 512 $11.1K <0.01% +281 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 508 $11K <0.01% +252 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 466 $10.1K <0.01% +443 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 461 $9.98K <0.01% +207 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 439 $9.65K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 395 $8.55K <0.01% +206 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 388 $8.4K <0.01% +168 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 363 $7.86K 0.01% new 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/ 341 $7.37K <0.01% +274 13F-HR Timeline Group City State Bank More: the full row for City State Bank 300 $6.49K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 255 $5.52K <0.01% -7 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 250 $5.41K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 232 $5.02K <0.01% +200 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 200 $4.33K <0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 200 $4.33K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 181 $3.92K <0.01% +168 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 170 $3.87K <0.01% +93 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 170 $3.68K <0.01% -132 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 160 $3.46K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 150 $3.25K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 125 $2.71K <0.01% -637 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 113 $2.45K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 112 $2.42K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 105 $2.27K <0.01% 0 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 104 $2.25K <0.01% -112,000 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 83 $1.8K <0.01% -1,097 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 71 $1.54K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 67 $1.45K <0.01% -1,892 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 65 $1.41K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 59 $1.28K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 53 $1.15K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $1.08K <0.01% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 47 $1.02K <0.01% -11 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 42 $909 <0.01% -108 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 42 $909 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $866 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 37 $801 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36 $779 <0.01% -102 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 32 $692 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 31 $671 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $650 <0.01% new 13F-HR/A Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 26 $563 <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 25 $541 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 25 $541 <0.01% -511 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 25 $541 <0.01% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $522 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 24 $520 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 24 $520 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $476 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21 $455 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 21 $454 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20 $433 <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 20 $433 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 18 $390 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $390 <0.01% +16 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 17 $368 <0.01% +4 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $216 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9 $195 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9 $195 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $173 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $152 <0.01% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $139 <0.01% -768 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5 $108 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 4 $87 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $67 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3 $66 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $65 <0.01% -3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $22 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 43 $0 0% +31 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.