Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,738 $393K 0.08% +764 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,642 $390K 0.16% 0 13F-HR Timeline GE INVESTMENT MANAGEMENT CORP. More: the full row for GE INVESTMENT MANAGEMENT CORP. 11,588 $388K 0.12% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,556 $387K 0.01% -348 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 11,531 $386K 0.09% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,342 $380K 0.02% +212 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,335 $379K <0.01% new 13F-HR Timeline Group M1 Capital Management LLC More: the full row for M1 Capital Management LLC 11,101 $371K 0.14% -77 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,066 $370K 0.1% +881 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,859 $363K -11,340 Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 10,436 $349K 0.09% -784 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,353 $346K 0.18% -9 13F-HR Timeline Trust Co More: the full row for Trust Co 10,275 $344K 0.03% +2,096 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 9,912 $332K 0.25% +55 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 9,861 $330K 0.05% new 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 9,822 $329K 0.32% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 9,730 $326K 0.01% 0 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 9,671 $324K 0.05% -352 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 9,312 $311K 0.01% +4,412 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 9,195 $307K 0.12% -153 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,171 $307K 0.01% +2,156 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 8,861 $296K 0.08% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,646 $289K <0.01% +43 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,549 $286K 0.02% -600 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,469 $283K 0.1% +373 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,293 $277K 0.03% -84 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 8,068 $270K 0.2% +800 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,012 $268K 0.12% +30 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 8,000 $268K 0.08% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 8,000 $268K 0.07% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,948 $266K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,932 $265K <0.01% -5,100 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,890 $265K 0.01% 0 13F-HR Timeline Group Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 7,867 $263K 0.16% 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,853 $263K 0.02% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,830 $262K 0.04% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,694 $257K 0.01% -43 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,631 $256K 0.2% -39 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,522 $252K <0.01% -781 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 7,464 $250K 0.16% +475 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,424 $248K 0.01% -1,234 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,359 $246K 0.13% +570 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,253 $243K 0.03% -166 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,231 $242K 0.01% -55 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 7,133 $239K 0.09% -28 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,900 $231K 0.04% +1,216 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6,890 $231K 0.05% -31 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,767 $226K 0.04% -184 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 6,714 $225K 0.1% +5,399 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,697 $224K 0.01% -338 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 6,682 $224K <0.01% -30,593 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 6,679 $223K 0.13% -420 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,487 $217K 0.03% +76 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,387 $214K 0.04% +1,171 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,362 $213K <0.01% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,359 $213K 0.12% -56 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,337 $212K 0.02% +14 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,275 $210K 0.01% +48 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,243 $209K 0.04% -27 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,233 $209K 0.11% +69 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,173 $207K 0.05% -585 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,148 $206K 0.06% -40 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,116 $205K 0.02% -202 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,109 $204K 0.02% +165 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 6,066 $203K 0.18% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,128 $203K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,052 $203K 0.02% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,020 $201K 0.01% new 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 6,005 $201K 0.1% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 6,003 $201K 0.15% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,000 $201K 0.01% -5,952 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,552 $184K 0.02% -1,447 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,385 $180K 0.01% -216 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,911 $164K <0.01% +616 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,794 $160K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,761 $159K <0.01% -59,391 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,479 $150K 0.08% +867 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,292 $144K 0.02% +3,406 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4,260 $143K 0.08% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,093 $137K <0.01% -5 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,564 $119K 0.04% -55 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,345 $112K 0.05% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,255 $109K 0.08% -121 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 3,230 $108K 0.06% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,135 $105K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,077 $103K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,736 $91.5K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,500 $82.8K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,057 $68.8K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,032 $68K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,907 $63.8K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,775 $59.4K <0.01% +86 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,573 $52.6K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,539 $51.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,391 $46.5K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,328 $44.4K <0.01% +15 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,322 $44.2K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,310 $43.8K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,195 $40K 0.01% +13 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,165 $39K <0.01% +1,113 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,142 $38.2K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,131 $37.8K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,130 $37.8K 0.02% +210 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,114 $37.1K <0.01% +1,103 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,088 $36.4K <0.01% -12 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,074 $35.9K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,001 $33.5K <0.01% -2,458 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 998 $33.4K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 925 $31K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 852 $28.5K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 777 $26K 0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 719 $24K <0.01% -91 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 705 $24K <0.01% +668 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 679 $22.7K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 625 $20.9K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 599 $20K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 585 $19.6K 0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 735 $18.8K <0.01% -761 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 506 $16.9K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 485 $16.2K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 465 $15.6K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 456 $15.3K <0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 438 $14.7K 0.01% -541 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $13.4K <0.01% 0 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 385 $12.9K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 375 $12.5K <0.01% -47 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 373 $12.5K <0.01% 0 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 347 $11.6K <0.01% -945 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 346 $11.6K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 325 $10.9K 0.01% +290 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 311 $10.4K <0.01% +35 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 280 $9.37K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 259 $8.67K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 250 $8.37K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 234 $7.85K <0.01% +2 13F-HR/A Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 233 $7.8K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 218 $7.29K <0.01% +49 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 217 $7.26K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 217 $7.23K <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 207 $6.93K 0.01% +28 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 206 $6.89K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 202 $6.76K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 192 $6.42K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 186 $6.22K <0.01% 0 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 176 $5.89K 0.02% 0 13F-HR/A Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 173 $5.8K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 169 $5.66K <0.01% +26 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 155 $5.19K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 150 $5.02K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 147 $4.92K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 138 $4.62K <0.01% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 129 $4.27K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 98 $3.28K <0.01% +60 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 81 $2.71K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 75 $2.51K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 72 $2.41K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 64 $2.14K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $2.08K <0.01% +8 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 54 $1.81K <0.01% new 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 50 $1.69K 0.01% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 46 $1.55K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 45 $1.5K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $1.47K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 41 $1.37K <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/ 37 $1.24K <0.01% -1,338,800 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 34 $1.14K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 33 $1.1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $724 <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 17 $569 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 17 $569 <0.01% +11 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 14 $468 <0.01% new 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 11 $368 <0.01% 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10 $335 <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 9 $271 <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 6 $201 <0.01% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1 $30 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $30 <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. CENTRAL BANK OF BRAZIL More: the full row for CENTRAL BANK OF BRAZIL 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.