Dakota Wealth Management More: the full row for Dakota Wealth Management 560 $260K 0.01% +15 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 560 $260K 0.01% -79 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 556 $259K 0.01% -146 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 550 $256K 0.12% -42 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 549 $255K 0.01% -89 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 605 $255K <0.01% -23 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 544 $253K 0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 543 $253K <0.01% +255 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 543 $253K 0.02% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 534 $248K <0.01% +102 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 533 $248K 0.03% -17 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 531 $247K 0.03% -61 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 530 $247K 0.11% +78 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 530 $247K <0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550 $244K <0.01% -150 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 521 $242K 0.02% +148 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 508 $236K <0.01% -10 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 507 $236K 0.07% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 507 $236K 0.03% +44 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 506 $235K <0.01% -4 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 504 $234K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 502 $233K 0.01% +186 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 501 $233K 0.01% +20 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 500 $233K <0.01% 0 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 500 $233K 0.05% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 494 $230K <0.01% new 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 494 $230K <0.01% -4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 490 $228K 0.01% -28 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 489 $228K 0.03% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 484 $225K <0.01% +1 13F-HR/A Timeline Group Seneca House Advisors More: the full row for Seneca House Advisors 480 $223K 0.09% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 480 $223K 0.01% -23 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 513 $222K 0.06% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 475 $221K <0.01% +157 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 475 $221K 0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 474 $220K <0.01% -570 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 463 $215K <0.01% -20 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 501 $215K 0.01% +20 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 458 $213K 0.02% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 456 $212K 0.01% 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 454 $211K 0.01% -5 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 451 $210K <0.01% -431 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 450 $209K <0.01% +44 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 449 $209K <0.01% new 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 445 $207K 0.01% -184 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 436 $203K 0.03% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 400 $186K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 392 $182K 0.09% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 360 $167K <0.01% -367 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 320 $149K <0.01% +89 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 303 $141K 0.04% +248 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 294 $137K <0.01% +202 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 285 $133K -722 Timeline Covestor Ltd More: the full row for Covestor Ltd 273 $127K 0.08% -23 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 264 $123K 0.2% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 255 $119K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 230 $107K 0.01% -20 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 235 $103K 0.01% +3 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 220 $102K 0.01% -8 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 202 $94.1K <0.01% -17 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 200 $93K <0.01% +21 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 199 $92K 0.05% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 187 $87K <0.01% -9 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 180 $83.7K 0.05% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 179 $83.3K 0.01% +9 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 176 $81.9K 0.01% +103 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 172 $80.4K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 168 $78.1K <0.01% +51 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 164 $76.3K 0.02% -8 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 162 $75.3K 0.04% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 144 $67K 0.01% +134 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 141 $65.6K 0.01% -3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 134 $62.3K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 133 $61.9K 0.01% 0 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 131 $60.9K 0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 130 $60.5K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 128 $59.5K 0.01% -2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 125 $58.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 121 $56.3K <0.01% +7 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 513 $56.1K 0.04% -667 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 119 $55.4K 0.04% 13F-HR/A Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 117 $54.4K 0.03% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 112 $52.1K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 106 $49.3K <0.01% -38 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 105 $48.8K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 104 $48.3K <0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 102 $47.4K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 99 $46K <0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 85 $39.5K 0.01% -1,551 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 88 $38.7K <0.01% +72 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 80 $37.2K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 78 $36.3K 0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 75 $34.9K <0.01% +74 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 66 $30.7K 0.02% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 63 $29.3K -70 Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 61 $28.4K <0.01% +16 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 62 $28.3K 0.01% +2 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 54 $25.1K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 54 $25K <0.01% new 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 53 $25K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $23.3K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50 $23.3K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 50 $23.3K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 50 $23.3K <0.01% new 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 45 $20.9K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $20.5K 0.02% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 40 $18.6K <0.01% +20 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 40 $18.6K 0.02% 0 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. 40 $17.1K <0.01% 0 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 36 $16.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 35 $16.3K <0.01% -145 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 34 $15.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 34 $15.8K <0.01% +22 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 32 $14.9K <0.01% +5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 32 $14.9K <0.01% +19 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $14.2K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 30 $14K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 30 $14K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 29 $13.5K <0.01% -17 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 23 $10.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21 $9.79K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 20 $9.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $8.84K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 19 $8.84K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18 $8.37K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 19 $7.91K <0.01% +2 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $6.98K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14 $6.51K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $6.51K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13 $6.05K <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $6.05K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 12 $5.58K <0.01% -114 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11 $5.12K <0.01% +9 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11 $5.12K <0.01% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $4.65K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 10 $4.65K <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 $4.19K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 9 $4K <0.01% +4 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 8 $4K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8 $3.72K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $3.55K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7 $3.26K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $2.33K <0.01% -3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $2.33K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $2.33K <0.01% -1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5 $2.33K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4 $1.86K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $1.86K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4 $1.86K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $1.86K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $1.86K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $1.4K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $1.4K <0.01% -3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3 $1.4K <0.01% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $1K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3 $1K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3 $933 <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2 $931 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2 $931 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $931 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2 $930 <0.01% -3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1 $466 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1 $465 <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1 $465 <0.01% -117 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $465 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $465 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $465 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1 $465 <0.01% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 0 $3 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 16,803 $7.44K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.