HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 540 $106K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 513 $101K 0.01% -7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 500 $98.3K 0.01% +30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 466 $91.6K <0.01% +384 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 466 $91.6K 0.04% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 465 $91.4K 0.06% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 464 $91.2K <0.01% -345 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 447 $87.8K 0.01% +274 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 438 $86.1K 0.01% -47 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 419 $82.3K <0.01% -152 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 406 $79.8K 0.01% +185 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 401 $78.8K <0.01% +138 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 401 $78.8K <0.01% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 400 $78.6K <0.01% -1 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 398 $78.2K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 391 $76.8K 0.01% +185 13F-HR Timeline Thematics Asset Management More: the full row for Thematics Asset Management 388 $76.2K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 374 $73.4K 0.03% -1,314 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 360 $70.7K 0.02% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 345 $68.1K 0.01% -15 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 340 $66.8K <0.01% -67 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 313 $61.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 307 $60.3K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 295 $58K 0.01% +93 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 290 $57K 0.01% -100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 283 $55.6K <0.01% -747 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 280 $55K 0.05% 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 274 $54K <0.01% -408 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 271 $53.3K 0.01% -48 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 252 $49.5K 0.03% -50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 241 $48K 0.03% -5 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 239 $47K <0.01% +85 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 233 $45.8K 0.01% -8 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 228 $44.8K <0.01% +25 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 225 $44.2K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 222 $43.6K 0.03% -345 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 169 $40K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 206 $40K <0.01% -574 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 200 $39.3K 0.02% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 198 $38K 0.01% -10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 193 $37.9K 0.01% +15 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 180 $35.4K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 178 $35K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 174 $34.2K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 170 $33.6K <0.01% -5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 165 $32.4K <0.01% -51 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 151 $29.7K 0.01% +19 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 141 $27.7K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 135 $26.5K 0.02% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 135 $26.5K 0.01% -265 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 131 $25.7K <0.01% -300 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 127 $25K 0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 125 $24.6K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 121 $23.8K <0.01% -63 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 120 $23.4K 0.01% 0 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 119 $23.4K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 118 $23.2K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 116 $22.8K 0.02% -129 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 115 $22.6K <0.01% 0 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 111 $21.8K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 108 $21.2K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 104 $20.4K 0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 102 $20K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 100 $19.7K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $19.7K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $19.7K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 100 $19.7K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 97 $19.1K 0.01% +12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 96 $18.9K <0.01% -36,470 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91 $17.9K <0.01% -18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 90 $17.7K <0.01% -17 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 83 $16.3K 0.01% +74 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 81 $15.9K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 72 $14.1K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 68 $13.4K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 67 $13.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 64 $13K <0.01% +11 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 65 $12.8K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 60 $11.8K <0.01% -15 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 59 $11.6K 0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 56 $11.6K <0.01% +14 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 55 $10.8K <0.01% +24 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 55 $10.8K <0.01% -10 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 55 $10.8K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 53 $10.7K <0.01% -560 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 54 $10.6K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 53 $10.4K <0.01% -24 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 53 $10.4K <0.01% -36 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 49 $10K <0.01% +13 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 50 $9.87K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 49 $9.63K <0.01% -9 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 49 $9.63K 0.01% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 50 $9K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 47 $9K <0.01% -11 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 45 $8.84K <0.01% -47 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 45 $8.84K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 45 $8.84K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44 $8.65K <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 44 $8.65K <0.01% -11 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 43 $8.45K <0.01% 0 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 42 $8.25K <0.01% +12 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 42 $8.25K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 41 $8.06K 0.01% -20 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 38 $7.47K <0.01% +18 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 37 $7.27K 0.01% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 36 $7.07K <0.01% -125 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 35 $7K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35 $6.82K <0.01% -23 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 33 $6.49K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 33 $6.49K 0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 32 $6.29K <0.01% -4 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 30 $6K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 30 $5.9K <0.01% 0 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 30 $5.89K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30 $5.89K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30 $5.89K <0.01% -5 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 29 $5.7K 0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 29 $5.7K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 28 $5.5K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $5.5K <0.01% +10 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 28 $5.5K <0.01% -1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27 $5.31K <0.01% +5 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 27 $5.31K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 27 $5.31K <0.01% -10 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 26 $5.11K <0.01% +2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 29 $5K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 23 $4.52K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 23 $4.52K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 23 $4.52K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $4.13K <0.01% -3 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 20 $4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19 $3.83K <0.01% -3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $3.54K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 18 $3.54K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 17 $3.34K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $3.34K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 17 $3.34K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16 $3.14K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 16 $3.14K <0.01% -33 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $3K <0.01% -10 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15 $2.95K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14 $2.75K <0.01% +3 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 13 $2.56K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 12 $2.36K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 11 $2.29K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11 $2.29K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 11 $2.16K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10 $1.97K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 10 $1.97K <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 10 $1.97K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 10 $1.97K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 10 $1.97K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9 $1.77K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9 $1.77K <0.01% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8 $1.57K <0.01% -1,313 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 8 $1.57K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7 $1.38K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 6 $1.18K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $1.18K <0.01% +3 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6 $1.18K <0.01% -63 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6 $1.18K <0.01% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5 $1K <0.01% 0 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5 $983 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $983 <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5 $983 <0.01% 0 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $983 <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4 $787 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4 $787 <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4 $786 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4 $786 <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4 $786 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 4 $786 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4 $786 <0.01% -6 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4 $667 <0.01% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3 $590 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3 $590 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3 $590 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $590 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $590 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $394 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $393 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $371 0.03% -3,564 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $197 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $197 <0.01% 0 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.