Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,635 $299K <0.01% +248 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 7,550 $296K 0.1% -650 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,500 $294K 0.09% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 7,456 $292K <0.01% -7,714 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 7,448 $292K 0.3% -68 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,272 $285K 0.03% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 7,144 $280K 0.09% -14,387 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,122 $279K 0.04% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,119 $279K 0.16% -1,000 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,088 $278K <0.01% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,000 $275K 0.13% -2,500 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 6,985 $274K 0.8% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,778 $266K <0.01% -1,442 13F-HR/A Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,706 $263K 0.02% +258 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,515 $256K 0.01% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,511 $255K 0.03% +56 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,475 $254K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,452 $253K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,386 $250K 0.12% new 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 6,311 $248K 0.01% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,243 $245K <0.01% +171 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,200 $243K 0.03% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,176 $242K 0.01% -34 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,156 $241K <0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,000 $235K <0.01% -719 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 5,942 $233K 4.05% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,905 $232K 0.08% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,882 $231K 0.01% +29 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,873 $230K 0.06% +191 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 5,912 $230K <0.01% -6,120 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,807 $228K <0.01% +274 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 5,800 $227K 0.04% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,768 $226K 0.2% +110 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,761 $226K 0.01% 0 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,713 $224K 0.04% 0 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 5,600 $220K 0.02% -33 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,578 $219K 0.01% -323 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 5,572 $219K 0.09% 0 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. 5,535 $217K 0.01% -157 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,534 $217K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,526 $217K 0.02% +1,047 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,803 $217K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,500 $216K 0.1% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,490 $215K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,466 $214K 0.02% +4,831 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,441 $213K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,434 $213K 0.01% +4,311 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,423 $213K 0.01% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 5,400 $212K 0.05% -3,789 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,383 $211K <0.01% +213 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,376 $211K 0.03% +3,839 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,346 $210K 0.01% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,203 $204K 0.05% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,176 $203K 0.05% -437 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 5,174 $203K 0.09% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,171 $203K <0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,164 $203K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,160 $202K 0.03% +3,661 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 5,145 $202K 0.04% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,100 $200K 0.21% +4,560 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curat Global, LLC More: the full row for Curat Global, LLC 5,000 $196K 0.24% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,805 $188K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,738 $186K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,707 $185K <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 4,682 $184K 0.01% +693 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,257 $167K <0.01% -511,796 13F-HR/A Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,100 $161K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,920 $154K 0.02% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,570 $140K -30,953 Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,444 $135K <0.01% +1,707 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,214 $126K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,199 $125K <0.01% +32 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,150 $124K <0.01% +2,096 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,925 $115K 0.05% +2,577 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,687 $105K <0.01% +646 13F-HR/A Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,406 $94.4K <0.01% +6 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,387 $93.6K <0.01% -1,161 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,347 $91.4K 0.01% +1,110 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,305 $90.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,236 $88K <0.01% -77 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,129 $83.5K 0.04% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,016 $79.1K 0.06% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,953 $77.2K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,900 $74.5K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,900 $74.5K 0.01% -400 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,838 $72.1K 0.01% +116 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,700 $67K <0.01% -575 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,700 $66.7K <0.01% -54 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,567 $61.5K 0.01% -4,947 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,530 $60K 0.04% +747 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,524 $59.8K 0.01% +81 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,397 $54.8K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,292 $50.6K 0.01% -194 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,242 $48.7K 0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,216 $47.7K 0.01% +35 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,146 $44.9K 0.03% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,145 $44.9K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,083 $44.4K 0.03% -48 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,116 $43.8K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,000 $39.2K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 964 $37.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 945 $37.1K <0.01% +14 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 91,560 $36.6K 0.02% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 924 $36.2K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 909 $35.7K 0.02% -218 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 886 $34.7K <0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 891 $34K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 836 $32.8K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 803 $31.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 802 $31.5K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 798 $31.3K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 791 $31K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 780 $30.6K <0.01% 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 777 $30.5K <0.01% +325 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 750 $29.4K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 748 $29.3K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 742 $29.1K 0.01% +731 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 740 $29K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 663 $26K <0.01% +80 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 651 $25.5K <0.01% +16 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 648 $25.4K 0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 603 $23.6K <0.01% -337 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 600 $23.5K <0.01% +100 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 600 $23.5K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 600 $23.5K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 583 $22.9K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 561 $22K 0.01% +35 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 517 $20.3K <0.01% -802 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 517 $20.3K 0.01% -33 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 507 $19.9K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 500 $19.6K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 499 $19.6K <0.01% -232 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 485 $19K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 448 $18K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 451 $17.7K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 395 $15.5K 0.01% -261 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 390 $15.3K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 392 $15K <0.01% +151 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 335 $13.1K 0.03% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 315 $12.4K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 295 $11.6K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 293 $11.5K <0.01% +2 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 288 $11.3K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 258 $10.1K <0.01% +58 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 255 $10K <0.01% +102 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 256 $10K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 239 $9.37K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 215 $8.43K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 213 $8.35K <0.01% 0 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 210 $8.24K <0.01% 0 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 210 $8.24K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 205 $8.04K <0.01% -22 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $7.84K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 200 $7.84K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 200 $7.84K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 183 $7.18K <0.01% 0 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 183 $7.18K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 173 $6.79K <0.01% +73 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 157 $6.16K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 153 $6.06K <0.01% +2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 150 $5.88K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 140 $5.49K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 114 $4.47K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 107 $4.2K <0.01% -1 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 100 $3.92K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 82 $3.22K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 92 $3K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 73 $2.86K <0.01% -4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 72 $2.82K <0.01% +52 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 71 $2.79K <0.01% +2 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 68 $2.67K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 68 $2.67K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 54 $2.12K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 82 $2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 50 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 49 $1.92K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 45 $1.76K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36 $1.41K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 33 $1.29K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 25 $981 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $863 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $706 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $667 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 15 $589 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $555 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 13 $510 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $510 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 12 $471 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10 $392 <0.01% -118 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $392 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $275 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $197 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1 $40 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $39 <0.01% -6 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,582 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.