Melia Wealth LLC More: the full row for Melia Wealth LLC 436,642 $1.97M 1.14% -4,588 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 405,256 $1.83M +12,757 Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 215,785 $975K 0.06% -2,000 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 214,700 $970K 0.49% +10,834 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 186,628 $844K <0.01% -9,390 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 112,145 $507K <0.01% -13,630 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 321,838 $322K 0.01% +47,181 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 57,374 $259K <0.01% -7,904 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 48,350 $219K 0.02% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 43,878 $198K <0.01% +7,251 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 40,256 $182K <0.01% +1 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,843 $167K <0.01% 0 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 32,300 $146K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,343 $133K <0.01% +16,235 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,462 $126K 0.01% +196 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 23,877 $108K <0.01% -2,000 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 107,881 $108K 0.01% -14,579 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 22,997 $104K <0.01% -4,321 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,407 $96.8K <0.01% +6,167 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 21,186 $95.8K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,186 $95.8K <0.01% 0 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 15,416 $69.7K <0.01% -4,100 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 59,563 $59.6K 0.01% -3,421 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 12,959 $58.6K 0.01% 0 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 50,744 $50.7K 0.04% -36,033 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 44,679 $44.7K <0.01% -2,373 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 41,976 $42K <0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 34,173 $34.2K <0.01% -3,641 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 30,207 $30.2K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 23,204 $23.2K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,000 $22K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,962 $17.9K <0.01% -1,957 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,500 $11.3K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,540 $9.54K <0.01% -4,302 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,106 $9.52K <0.01% -189 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 928 $4.2K <0.01% -456 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 900 $4.07K <0.01% +100 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 292 $1.32K <0.01% +7 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 200 $904 <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 42 $190 <0.01% -65 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 39 $176 <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $5 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $1 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.