Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,646 $206K 0.02% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,632 $204K <0.01% new 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,625 $203K 0.23% -325 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,613 $202K 0.03% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,605 $201K 0.03% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,539 $192K 0.01% -105 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,535 $190K <0.01% +145 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,500 $188K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,498 $187K 0.01% -105 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,473 $184K 0.07% -77 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,400 $175K 0.07% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,396 $175K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,319 $165K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,312 $164K <0.01% +125 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,308 $164K 0.03% +297 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,472 $162K <0.01% +312 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,284 $161K 0.02% -487 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,275 $159K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,240 $154K 0.01% +2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,229 $154K <0.01% -26 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,225 $153K 0.02% +199 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,217 $152K <0.01% -1,311 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,207 $151K 0.01% -143 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,146 $143K 0.11% +446 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,139 $142K <0.01% -9,321 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,150 $135K <0.01% -304 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,040 $130K 0.16% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 900 $113K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 901 $113K 0.1% -6 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 898 $112K 0.01% +162 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 931 $106K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 847 $106K <0.01% -448 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 835 $104K 0.02% +273 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 805 $103K 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 819 $102K <0.01% +618 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 807 $101K <0.01% -12 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 800 $100K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 750 $94K <0.01% -1 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 739 $92.4K <0.01% -362 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 670 $85K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 645 $80.7K 0.02% +586 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 635 $79.4K 0.06% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 692 $78.9K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 622 $77K 0.01% +202 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 601 $75.2K <0.01% +60 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 600 $75K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 571 $71.4K 0.01% +1 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 559 $69.9K 0.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 518 $65K 0.01% +68 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 512 $64K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 504 $63K 0.01% +285 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $62.5K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 500 $62.5K 0.01% +100 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 500 $62.5K 0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 500 $62.5K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 483 $60.7K 0.04% +8 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 478 $59.8K <0.01% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 477 $59.7K 0.01% +77 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 465 $58.2K 0.01% +224 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $56.3K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 444 $55.5K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 423 $52.9K 0.01% 0 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 409 $51.2K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 404 $50.5K <0.01% -11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 400 $50K <0.01% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 400 $50K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 394 $49.5K <0.01% -5 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 437 $49K 0.03% -131 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 377 $47.1K +300 Timeline Avalon Trust Co More: the full row for Avalon Trust Co 365 $45.7K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 358 $45K 0.03% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 350 $43.8K 0.04% +3 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 338 $42.3K 0.04% -7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 334 $41.8K <0.01% +49 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 332 $41K 0.01% -387 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 323 $40.4K <0.01% -12 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 321 $40.1K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 317 $39.6K 0.01% -26 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 318 $39K 0.01% +84 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 313 $39K 0.03% -326 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 301 $37.8K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 293 $36.6K 0.01% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 289 $36K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 277 $34.6K <0.01% +183 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 276 $34.5K <0.01% -1,691 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 266 $33.3K 0.01% -23 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 265 $33.1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 253 $31.6K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 253 $31.6K 0.03% +87 13F-HR Timeline Security National Bank More: the full row for Security National Bank 251 $31.4K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 236 $29.5K <0.01% +32 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 233 $29.2K 0.01% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 208 $26K 0.02% -185 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 202 $25K 0.01% -44 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $25K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $25K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 200 $25K 0.01% 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 200 $25K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 201 $25K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 195 $24K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 189 $23.6K <0.01% -279 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 187 $23.4K <0.01% +3 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 176 $22K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 175 $22K <0.01% +5 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 162 $20.3K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 151 $18.9K <0.01% +15 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 151 $18.9K 0.01% new 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 150 $18.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 147 $18.4K 0.01% +134 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 139 $17.4K <0.01% -57 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $17K 0.01% -130 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 134 $16.8K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 131 $16.5K 0.01% +11 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 128 $16K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 128 $16K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 125 $15.6K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 119 $14.9K <0.01% -8 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 105 $13.1K 0.01% +35 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 101 $12.7K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 100 $12.5K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 98 $12.3K <0.01% +3 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 90 $11.3K <0.01% -6 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 93 $11K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 86 $10.8K 0.01% +50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 82 $10.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 77 $9.63K <0.01% +2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 77 $9.63K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 77 $9.63K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 66 $8.26K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 65 $8.13K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 63 $7.88K <0.01% new 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 57 $7.13K 0.04% new 13F-HR Timeline City State Bank More: the full row for City State Bank 52 $6.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 49 $6.13K <0.01% +12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49 $6.13K <0.01% -4 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 44 $5.5K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 44 $5.5K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 43 $5.38K <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 41 $5.13K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 40 $5.01K <0.01% -8 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 40 $5K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 39 $4.88K <0.01% +19 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 38 $4.79K 0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 38 $4.74K <0.01% -5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $4.65K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 36 $4.5K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $4.38K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $4.13K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $4K <0.01% -4 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 30 $4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $3.88K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 30 $3.75K <0.01% new 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 30 $3.75K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 26 $3.25K <0.01% +10 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24 $3K <0.01% +24 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 23 $2.88K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $2.88K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 22 $2.75K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 21 $2.63K <0.01% +18 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19 $2.38K <0.01% -3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 17 $2.13K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15 $1.88K <0.01% -22 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $1.61K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $1.5K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $1.25K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $1.1K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8 $1K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $1K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $1K <0.01% -359 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 9 $1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $876 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $876 <0.01% -14 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $876 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $750 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $627 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $626 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $625 <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5 $625 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $502 <0.01% +2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4 $501 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $501 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $500 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3 $375 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $245 <0.01% -4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -330 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.