OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,957 $886K <0.01% -5,442 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,842 $875K <0.01% +1,517 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,668 $858K 0.11% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,383 $830K <0.01% new 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,278 $819K 0.18% -470 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 7,975 $789K <0.01% +2,101 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 7,830 $775K 0.07% +4,569 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7,606 $753K 0.03% -6,033 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,177 $710K 0.02% new 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,111 $704K 0.04% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,806 $674K 0.09% -127 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 6,200 $614K <0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,200 $614K 0.01% -122,195 13F-HR Timeline Madison Avenue Partners, LP More: the full row for Madison Avenue Partners, LP 6,152 $609K 0.04% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 6,300 $608K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,117 $606K <0.01% +404 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,098 $604K 0.01% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 6,065 $600K 0.27% -58 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,047 $599K 0.02% -1,124 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 5,947 $589K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,747 $569K <0.01% +337 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,724 $567K <0.01% +1,503 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,714 $566K 0.04% new 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 5,714 $551K 0.02% -1,500 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 5,562 $551K 0.07% +52 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,550 $549K 0.02% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,335 $528K 0.04% -488 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,282 $523K <0.01% +63 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,262 $521K <0.01% -6,791 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,101 $505K 0.02% -10 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,819 $477K <0.01% new 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,817 $477K <0.01% new 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 4,780 $473K -415,513 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,778 $473K <0.01% +4,242 13F-HR/A Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 4,686 $464K <0.01% +413 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,668 $462K <0.01% new 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4,438 $439K <0.01% +257 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,339 $430K <0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,314 $427K -50,663 Timeline Vestcor Inc More: the full row for Vestcor Inc 4,200 $416K 0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 4,180 $414K <0.01% -241 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,163 $412K 0.12% -1,199 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4,153 $411K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,090 $405K 0.05% -1,451 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,060 $402K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,042 $400K <0.01% -383 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,039 $400K <0.01% +49 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,027 $399K <0.01% -1,250 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,005 $396K <0.01% -1,347 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 3,893 $385K 0.07% -7,028 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,835 $380K 0.02% +2,191 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 3,719 $368K <0.01% +219 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,691 $365K 0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,585 $355K <0.01% -609 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 3,500 $346K 0.33% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,432 $340K 0.09% -533 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 3,331 $330K 0.08% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 3,331 $330K -267 Timeline World Investment Advisors More: the full row for World Investment Advisors 3,312 $328K 0.01% +98 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,275 $324K 0.06% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,196 $316K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,154 $312K <0.01% -932 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,109 $308K 0.01% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 3,093 $306K 0.01% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,140 $303K 0.01% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 3,000 $297K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,840 $281K 0.01% new 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,825 $280K 0.02% -75 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,721 $269K <0.01% new 13F-HR/A Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,589 $256K <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,569 $254K 0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,526 $250K <0.01% -1,659 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,519 $249K 0.01% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,498 $247K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,471 $245K <0.01% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,460 $244K <0.01% new 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,432 $241K 0.05% -41 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,394 $237K 0.03% -13,493 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,376 $235K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,154 $231K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,307 $228K <0.01% -565 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,294 $227K 0.05% -103,117 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,171 $215K <0.01% new 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,075 $205K 0.14% new 13F-HR/A Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,070 $205K <0.01% new 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,988 $197K <0.01% -2,832 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,908 $189K <0.01% +1,495 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,840 $182K <0.01% +1,531 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,719 $170K <0.01% -40 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,500 $148K 0.14% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,497 $148K 0.09% +239 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,344 $133K <0.01% -59,204 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,301 $129K 0.05% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,203 $119K <0.01% +856 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,177 $116K 0.01% -93 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 896 $88.7K <0.01% -36 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 861 $85.2K <0.01% +22 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 841 $83.3K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 787 $78K <0.01% +683 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 695 $68.8K <0.01% +663 13F-HR Timeline Group NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 434 $43K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 396 $39.2K <0.01% -388 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 355 $35.1K <0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 328 $32.5K <0.01% +206 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 279 $27.6K 0.01% +219 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 239 $23.7K 0.01% +154 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 238 $23.6K <0.01% -20 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 238 $23.6K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 232 $23K <0.01% -30,310 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $22K <0.01% -1,303 13F-HR Timeline Amount filed as zero, left out of ratios. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 198 $19.6K <0.01% +30 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 196 $19.4K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 195 $19.3K <0.01% -10 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 160 $15.8K <0.01% +49 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 164 $15.8K <0.01% +14 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 154 $15.2K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 138 $13.7K <0.01% -4,973 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 122 $12.1K <0.01% +43 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 120 $11.9K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 114 $11.3K 0.01% new 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/ 111 $11K <0.01% +14 13F-HR/A Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 93 $9.21K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 93 $9.13K <0.01% -71 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 86 $8K <0.01% -11 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 75 $7.42K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 75 $7.42K 0.01% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 63 $6.25K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 58 $5.74K <0.01% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 48 $4.75K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 38 $4K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 40 $3.96K <0.01% -56 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25 $3.81K <0.01% +10 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $3.56K <0.01% +28 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 34 $3.37K <0.01% +5 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $3.17K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 32 $3.15K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 30 $3K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27 $2.6K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $2.28K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 18 $1.82K <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $1.78K <0.01% -43 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15 $1.49K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $1.49K <0.01% -4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 11 $1.06K <0.01% +1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6 $1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $990 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $891 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9 $891 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $891 <0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9 $891 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $891 <0.01% -4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $701 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $693 <0.01% -3 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6 $594 <0.01% -72 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $495 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $495 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4 $396 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $396 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $396 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $395 <0.01% +1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3 $350 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $297 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $198 <0.01% -28 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $198 <0.01% -1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $99 <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $99 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $39 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.