True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,196 $11.5K <0.01% +951 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,073 $10.4K <0.01% +602 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,052 $10.2K <0.01% +404 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,000 $9.65K <0.01% +433 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,000 $9.65K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 819 $7.9K <0.01% +555 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 653 $6.3K <0.01% +507 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 710 $6K <0.01% +344 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 604 $5.83K <0.01% +530 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 600 $5.78K <0.01% -132 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 476 $4.59K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 454 $4.38K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 411 $3.97K <0.01% +316 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 397 $3.83K <0.01% -549 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 326 $3.15K <0.01% -47,586 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 309 $2.98K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 308 $2.97K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 277 $2.67K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 256 $2.47K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 242 $2.34K <0.01% +172 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 210 $2.03K <0.01% new 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 202 $1.95K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $1.93K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 152 $1.47K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 144 $1.39K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 127 $1.23K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 74 $1K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 96 $926 <0.01% -6,105 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $715 <0.01% -453 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 72 $695 <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59 $573 <0.01% +48 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 59 $569 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 58 $560 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 42 $405 <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 40 $386 <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 40 $386 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34 $328 <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $309 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 27 $261 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $232 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17 $171 <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15 $145 <0.01% -11 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 13 $125 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $106 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 7 $68 <0.01% -17 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $29 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $19 <0.01% 0 13F-HR Timeline