ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,469 $220K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,461 $219K <0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,436 $215K 0.06% -139 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,425 $213K 0.03% -55 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,371 $205K 0.02% -10 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,358 $203K 0.14% -237 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,282 $192K 0.05% +256 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,268 $190K 0.01% +1,223 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,262 $189K 0.01% +327 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,250 $187K 0.02% 0 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 1,038 $179K 0.04% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,190 $178K <0.01% +117 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,132 $168K 0.01% -11 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,088 $163K <0.01% -5,544 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,072 $160K <0.01% -3,794 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,000 $150K 0.07% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 991 $148K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 987 $148K <0.01% -98 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 981 $147K 0.14% +55 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 915 $137K <0.01% -235 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 884 $132K <0.01% -169 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 845 $126K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 843 $126K <0.01% +586 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 781 $117K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 719 $107K <0.01% -5,371 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 713 $107K <0.01% +329 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 679 $102K <0.01% -215 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 669 $100K <0.01% +157 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 658 $98.4K 0.11% +120 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 609 $91.1K <0.01% +2 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 603 $90K <0.01% -15 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 593 $88.7K <0.01% +248 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 581 $86.9K 0.06% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 556 $83.2K <0.01% +424 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 543 $81.2K 0.02% +35 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 542 $81.1K <0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 525 $76.1K <0.01% -123 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 500 $74.8K <0.01% +120 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 465 $69.2K <0.01% +211 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 457 $68.3K <0.01% -339 13F-HR/A Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 442 $66.1K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 442 $66K <0.01% +12 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 421 $63K 0.02% +77 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 394 $59K 0.04% -187 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 374 $56K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 350 $52.3K <0.01% -7 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 339 $50.7K 0.02% +337 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 301 $45K <0.01% -9,766 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 291 $43.5K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 290 $43.4K <0.01% -1,619 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $42K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 278 $41.9K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 280 $41.9K 0.01% +71 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 275 $41.1K <0.01% +68 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 246 $36.8K <0.01% +138 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 242 $36.2K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 242 $36.2K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 233 $34.8K <0.01% +28 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 219 $32.8K <0.01% -3,928 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 215 $32.2K <0.01% +4 13F-HR Timeline OSSIAM More: the full row for OSSIAM 213 $31.9K <0.01% +159 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 204 $30.6K <0.01% -43 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 200 $29.9K <0.01% +85 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 200 $29.9K 0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 197 $29.5K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 178 $26.6K <0.01% -92 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 175 $26.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 181 $25.3K <0.01% +39 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 168 $25.1K 0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 162 $24.2K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 140 $20.9K 0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 134 $20K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 121 $18K <0.01% +47 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 109 $16.3K <0.01% -216 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 105 $15.7K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $15K <0.01% -400 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $15K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 99 $14.8K <0.01% new 13F-HR/A Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 99 $14.8K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 98 $14.7K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 96 $14.4K <0.01% -7,608 13F-HR Timeline BAYBAN More: the full row for BAYBAN 96 $14.4K 0.01% +20 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 87 $13K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 87 $13K <0.01% +63 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 86 $12.9K <0.01% -28 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 82 $12.3K <0.01% -728 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 74 $11.1K <0.01% -1 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 74 $11.1K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 72 $10.8K <0.01% +65 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 69 $10.3K <0.01% +28 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 67 $10K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 66 $9.87K <0.01% +9 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 65 $9.72K <0.01% +8 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 55 $8.23K <0.01% +34 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 54 $8.08K <0.01% -22 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 50 $7.48K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $7.48K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 49 $7.33K <0.01% -15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 48 $7.18K <0.01% +37 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 47 $7.03K <0.01% -16 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 50 $7K <0.01% -105 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 45 $6.73K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 46 $6.58K <0.01% +16 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 39 $5.83K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 37 $5.53K <0.01% +11 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 36 $5.38K 0.01% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 35 $5.24K <0.01% +18 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 35 $5.24K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 34 $5.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 38 $5K <0.01% +27 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 31 $4.64K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29 $4.34K <0.01% +21 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 29 $4.34K <0.01% +10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 27 $4.04K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 27 $4.04K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $3.89K <0.01% +6 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 26 $3.89K <0.01% -1,030 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $3.74K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 25 $3.74K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 25 $3.74K <0.01% +20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 22 $3.29K <0.01% -108 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 20 $2.99K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18 $2.69K <0.01% -8 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18 $2.69K <0.01% +8 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 16 $2.39K <0.01% -22 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 16 $2.39K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 15 $2.24K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15 $2.24K <0.01% +5 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14 $2.09K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $2.09K <0.01% -17 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 13 $1.94K <0.01% -5 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 12 $1.79K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 11 $1.65K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 11 $1.65K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $1.5K <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $1.35K <0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $1.35K <0.01% -1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $1.35K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 9 $1.21K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $1.2K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8 $1.2K <0.01% -3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $1.2K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.2K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $1.05K <0.01% -6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7 $1.05K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $1.05K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $1.05K <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $898 <0.01% +3 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6 $897 <0.01% -38 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $748 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $748 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $748 <0.01% +3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5 $748 <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $748 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $748 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4 $603 <0.01% -3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4 $599 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4 $599 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $599 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $598 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $598 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $598 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $598 <0.01% -3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $449 <0.01% -18 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $449 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $300 <0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $300 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $299 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2 $299 <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $299 <0.01% -495 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $150 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $150 <0.01% -5 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $150 <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.