Melia Wealth LLC More: the full row for Melia Wealth LLC 436,465 $2.39M 1.05% +57,932 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 383,385 $2.12M <0.01% +9,330 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 215,285 $1.27M 0.1% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 199,429 $1.09M 0.29% -157,342 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 173,828 $954K <0.01% +18,000 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 109,041 $602K <0.01% +1,728 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 72,737 $399K <0.01% +39,810 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 363,572 $364K <0.01% +81,220 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 255,541 $256K 0.01% -4,664 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,038 $203K <0.01% -3,157 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 33,258 $182K <0.01% +1,764 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 32,300 $178K <0.01% 0 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 152,430 $152K 0.17% +32,148 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,211 $150K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,920 $149K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,936 $126K <0.01% +1,034 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 21,186 $116K 0.01% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 114,132 $114K 0.01% -8,355 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 100,000 $100K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 18,171 $99.7K <0.01% -1,754 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,747 $91.9K <0.01% +70 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,131 $88.5K <0.01% +1 13F-HR/A Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 15,216 $84K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,324 $73.1K <0.01% 0 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 69,108 $69.1K 0.02% -3,690 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,994 $60.3K <0.01% -3,869 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 9,902 $54K <0.01% 0 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 52,987 $53K <0.01% -2,868 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,719 $30.7K <0.01% +87 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 29,126 $29.1K 0.02% +8,626 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 28,277 $28.3K 0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 24,723 $24.7K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,775 $20K <0.01% +1,737 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,096 $17.1K <0.01% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 12,959 $13K <0.01% new 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) 1,101 $6.04K <0.01% +277 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 937 $5.14K <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 272 $1.49K <0.01% +5 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 $1.1K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 200 $1.1K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 140 $778 <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15 $83 <0.01% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6 $33 <0.01% -77 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $2 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.