BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,000 $230K 0.08% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,000 $230K 0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 975 $224K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 972 $224K <0.01% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 950 $218K 0.09% new 13F-HR/A Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,104 $218K 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 937 $216K <0.01% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 928 $213K 0.06% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 925 $213K 0.04% new 13F-HR/A Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 924 $213K 0.02% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 908 $209K 0.01% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 904 $208K 0.02% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 902 $207K 0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 894 $206K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,007 $204K 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,134 $204K 0.02% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 885 $204K 0.01% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 875 $201K 0.06% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 873 $201K 0.14% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 870 $200K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 865 $199K 0.18% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 855 $197K 0.02% -30 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 800 $184K 0.01% -34,555 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 800 $184K 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 796 $183K <0.01% +72 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 793 $182K <0.01% new 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 757 $174K 0.01% +732 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 750 $172K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 746 $172K 0.04% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 737 $170K 0.01% +417 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 714 $164K 0.13% +16 13F-HR Timeline Quarry LP More: the full row for Quarry LP 703 $162K 0.04% +288 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 654 $150K 0.12% -146 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 641 $147K 0.01% +588 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 618 $142K <0.01% +487 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 604 $139K 0.06% +589 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 584 $134K 0.05% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 632 $131K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 550 $126K 0.17% -1,450 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 504 $116K 0.01% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 483 $111K 0.01% +400 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 458 $105K 0.01% -526 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 458 $105K 0.01% -335 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 442 $102K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 434 $99.8K <0.01% +418 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 430 $99.8K 0.03% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 427 $98K <0.01% -18 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 400 $92K 0.09% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 348 $80K 0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 341 $78.4K <0.01% -12 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 340 $78.2K 0.01% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 307 $70.6K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 301 $69.2K <0.01% +1 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 280 $64.4K <0.01% +121 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 278 $63.9K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 270 $62.1K <0.01% +55 13F-HR Timeline Group Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 259 $59.6K 0.01% -103 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 243 $55.9K 0.02% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 239 $54K 0.01% +11 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 230 $52.9K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 224 $51.5K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 217 $50K 0.03% +126 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 206 $47K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 203 $46.7K <0.01% -302 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 200 $46K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 200 $46K 0.03% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 178 $40.9K 0.03% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 177 $40.7K <0.01% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 175 $40.2K <0.01% +173 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 150 $34.5K 0.01% -100 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $34.5K <0.01% -150 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 141 $32.4K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $30K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 128 $29.4K <0.01% -1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 125 $28.7K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 120 $27.6K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 116 $27K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 115 $26.4K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 104 $25.2K <0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 106 $24.4K <0.01% +31 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 103 $23.7K <0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 102 $23.5K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 102 $23.5K 0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 101 $23.2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $23K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 100 $23K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100 $23K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 96 $22.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 92 $21.2K <0.01% +77 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 92 $21.2K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 89 $20.5K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 88 $20K 0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 81 $18.6K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 80 $18.4K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 80 $18.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 75 $17.2K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 70 $16.1K <0.01% +20 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 70 $16.1K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 70 $16.1K 0.01% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 69 $15.9K 0.01% new 13F-HR/A Timeline OSSIAM More: the full row for OSSIAM 67 $15.4K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 56 $12.9K 0.01% 0 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) 53 $12.2K <0.01% -175 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $12.2K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 57 $11.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 51 $11.7K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 49 $11.3K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 49 $11.3K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 47 $10.8K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 47 $10K <0.01% +7 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 40 $9.2K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 41 $9K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 39 $8.97K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $8.97K <0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $8.51K <0.01% -5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 35 $8.05K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 33 $7.59K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 30 $7K <0.01% new 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 29 $6.67K <0.01% -11 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 31 $6.42K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 27 $6.21K <0.01% +19 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 26 $5.98K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 25 $5.75K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 24 $5.52K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $4.83K <0.01% +17 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 21 $4.83K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $4.6K <0.01% +10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 20 $4.6K <0.01% -11,718 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $4.6K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $4.6K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 19 $4.37K <0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 18 $4.14K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $3.91K <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 17 $3.91K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15 $3.45K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $3.22K <0.01% -92 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $3.22K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14 $3.22K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 13 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.3K <0.01% -74,920 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $2.3K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 9 $2.07K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13 $2K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7 $1.61K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 7 $1.61K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6 $1.38K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.38K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5 $1.15K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $1.15K <0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 136 $1.04K <0.01% +135 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5 $1K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $920 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4 $920 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4 $920 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $690 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $690 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3 $690 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $564 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2 $460 <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2 $460 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $460 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $460 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2 $460 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1 $241 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $230 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $230 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $230 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $230 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $229 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $203 <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 0 $0 0% -506 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.