IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,583 $260K <0.01% +2,749 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,515 $257K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,481 $255K <0.01% -575 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,416 $252K <0.01% +500 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 5,348 $249K 0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,323 $248K 0.05% +35 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,319 $247K 0.06% +69 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,281 $246K 0.02% -6,595 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,259 $245K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,243 $244K <0.01% new 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 5,228 $243K 0.04% +419 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,221 $243K 0.04% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,198 $242K <0.01% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,071 $236K 0.13% +167 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,055 $235K 0.02% +47 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,050 $235K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,001 $233K 0.01% -15,475 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,981 $232K 0.03% new 13F-HR/A Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 4,968 $231K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,946 $230K 0.01% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,945 $230K 0.05% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,878 $227K 0.03% -5,031 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,851 $226K 0.06% new 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,840 $225K 0.04% +340 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,800 $223K 0.05% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,695 $218K 0.01% -916 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,678 $218K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,654 $217K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,647 $216K 0.01% +2,591 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,631 $215K <0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,580 $213K <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,579 $213K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,530 $211K <0.01% +156 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,501 $209K 0.05% -8,325 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,500 $209K 0.04% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,496 $209K 0.13% -526 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,492 $209K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,486 $209K <0.01% new 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,485 $209K 0.03% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,450 $208K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,462 $208K <0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,439 $207K 0.01% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,382 $204K 0.01% new 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 4,351 $202K 0.06% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,317 $201K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,987 $186K <0.01% -530 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,613 $168K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,471 $162K 0.04% +2,280 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,381 $157K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,300 $154K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,917 $136K 0.01% +573 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,913 $136K <0.01% +285 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,800 $130K <0.01% +132 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,570 $120K <0.01% -284 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,419 $113K <0.01% +121 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,403 $112K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,349 $109K 0.01% -65 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,337 $109K 0.01% +860 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,295 $107K 0.03% -311 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,918 $89.2K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,900 $88.4K <0.01% +300 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,800 $83.8K <0.01% 0 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,800 $83.8K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,711 $79.6K 0.01% +66 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,623 $75.5K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,520 $71.9K <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,514 $71.7K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,515 $70.5K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,482 $69K <0.01% -115 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,459 $68.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,356 $63K 0.01% +289 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,186 $55.2K -1,818 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,169 $54.4K <0.01% +189 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,100 $51.2K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,090 $50.7K 0.02% +939 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 900 $41.9K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 821 $38.2K <0.01% -792 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 818 $38.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 785 $36.5K <0.01% +526 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 779 $36.2K <0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 701 $32.6K <0.01% 0 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 700 $32.6K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 691 $32.2K <0.01% +91 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 653 $30.4K 0.01% -29 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 585 $27.2K <0.01% +464 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 580 $27K 0.01% -225 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 565 $26.3K 0.02% +24 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 562 $26.1K 0.01% -15 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 552 $25.7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 550 $25.6K <0.01% +335 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 522 $24.3K <0.01% +22 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 513 $23.9K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 500 $23.3K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 499 $23.2K <0.01% +50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 487 $23K 0.01% -305 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 490 $22.8K <0.01% -17 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 462 $21.5K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 450 $20.9K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 452 $20.9K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 425 $19.8K <0.01% +6 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 411 $19.1K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 381 $17.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 365 $17K <0.01% +1 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 401 $16.9K 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. 359 $16.7K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 350 $16.3K <0.01% -694 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 343 $16K 0.02% +1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 339 $15.8K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 337 $15.7K 0.01% +32 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 318 $14.8K 0.01% +92 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 315 $14.7K <0.01% new 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 313 $14.6K <0.01% +4 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 300 $14K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 286 $13.3K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 279 $13K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 278 $12.9K <0.01% -14,418 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 255 $11.9K <0.01% +132 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 243 $11.3K 0.01% +3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 243 $11.3K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 226 $10.5K <0.01% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 225 $10.5K <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 221 $10.3K <0.01% +3 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 215 $10K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 209 $9.72K <0.01% +3 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 205 $9.54K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 179 $8.33K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 173 $8.05K <0.01% +161 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 168 $7.82K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 168 $7.82K <0.01% -41,295 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 165 $7.68K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 164 $7.63K <0.01% -52 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 150 $6.98K <0.01% +20 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 120 $5.58K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 120 $5.58K <0.01% +16 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 119 $5.54K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 117 $5.44K <0.01% -1,723 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 116 $5.4K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 100 $5K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 100 $4.65K <0.01% -150 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $4.65K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 99 $4.61K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 87 $4.05K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 86 $4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 92 $4K <0.01% +12 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 84 $3.91K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 78 $3.63K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 74 $3.44K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 70 $3.24K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 69 $3.21K <0.01% +45 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 66 $3.07K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 64 $2.98K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 64 $2.98K <0.01% +8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 54 $2.51K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 47 $2.19K <0.01% +22 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 45 $2.1K <0.01% +7 13F-HR Timeline Quarry LP More: the full row for Quarry LP 40 $1.86K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 40 $1.86K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 39 $1.85K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 38 $1.77K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 37 $1.72K <0.01% +14 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 36 $1.69K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 35 $1.63K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35 $1.63K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 34 $1.58K <0.01% +11 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $1.49K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 28 $1.3K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 26 $1.21K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25 $1.16K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 35 $1K <0.01% -112 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 18 $847 <0.01% -12 13F-HR Timeline MOTCO More: the full row for MOTCO 18 $838 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 14 $632 <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $605 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $466 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 10 $465 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $419 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $280 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 6 $272 <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $186 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4 $186 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $140 <0.01% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2 $96 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $94 <0.01% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1 $47 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $24 <0.01% -25 13F-HR Timeline