Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,770 $359K 0.22% +922 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,760 $358K <0.01% -2,306 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,744 $357K 0.1% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,617 $347K <0.01% +3,862 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,581 $345K <0.01% -200 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,573 $344K 0.01% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,479 $337K 0.06% -1,139 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,453 $335K 0.01% +595 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,296 $323K <0.01% -6,191 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,263 $320K 0.05% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,260 $320K 0.13% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,225 $318K 0.04% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,237 $317K <0.01% +151 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,100 $308K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,026 $303K <0.01% +115 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,019 $302K 0.02% new 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 3,931 $295K 0.01% -434 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,833 $292K 0.01% +17 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,701 $292K 0.02% +517 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,849 $289K 0.02% -155 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,847 $289K <0.01% -116 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,827 $288K <0.01% +803 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 3,810 $286K 0.04% -425 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 3,702 $278K 0.11% -6,726 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,670 $276K <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) 3,654 $275K 0.01% +1,255 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 3,638 $273K <0.01% -1,789 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 3,607 $271K <0.01% -645 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 3,492 $262K <0.01% -2,932 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,435 $258K 0.14% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,421 $257K <0.01% +794 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,387 $255K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,339 $251K 0.04% -2,600 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 3,300 $248K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,277 $246K <0.01% -714 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,213 $241K <0.01% +620 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,190 $240K 0.05% new 13F-HR/A Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,176 $239K 0.06% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,119 $234K 0.01% -357 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,109 $234K 0.02% -223 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,077 $231K 0.01% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,067 $231K <0.01% -50 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 3,064 $230K <0.01% 0 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,062 $230K 0.02% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 3,042 $229K <0.01% 13F-HR/A Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 2,980 $224K 1.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,945 $221K 0.02% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,902 $218K 0.03% new 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,862 $215K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,859 $215K 0.02% +307 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,812 $211K <0.01% +1,899 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,804 $211K 0.01% -24,012 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,705 $204K <0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,700 $203K <0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,682 $202K 0.02% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,606 $196K <0.01% +563 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,355 $177K 0.02% -484 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,237 $168K <0.01% -388 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,214 $166K <0.01% -850 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,889 $142K <0.01% +684 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,875 $141K 0.09% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,797 $135K <0.01% -451 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,648 $124K 0.01% -113 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,623 $122K 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,612 $121K <0.01% -1,299 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,513 $114K <0.01% -177 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,506 $113K <0.01% +669 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,463 $110K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,188 $89.3K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,078 $81K 0.05% +816 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 978 $73.5K <0.01% +663 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 882 $66.3K 0.06% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 880 $66.1K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 763 $57.3K <0.01% +285 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 758 $57K <0.01% +342 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 680 $51.1K <0.01% -9 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 586 $44K <0.01% -6 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 559 $42K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 540 $40.6K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 538 $40.4K 0.01% -442 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 508 $38.2K <0.01% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 500 $37.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 491 $36.9K <0.01% -326 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 482 $36.2K <0.01% -326 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 449 $33.7K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 389 $29.2K <0.01% -5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 340 $25.6K <0.01% -108 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 336 $25.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 337 $25.3K <0.01% +142 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 320 $24.1K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 307 $23.1K <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 300 $22.5K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 300 $22.5K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 270 $20.3K <0.01% +256 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 268 $20.1K -1,148 Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 260 $19.5K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 240 $18K <0.01% -11,900 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 231 $17.5K <0.01% +11 13F-HR Timeline BAYBAN More: the full row for BAYBAN 221 $16.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 215 $16.2K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 220 $15.9K 0.01% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 211 $15.9K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 201 $15.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 195 $14.7K <0.01% +66 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 170 $12.8K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 161 $12.1K <0.01% -44 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 158 $11.9K <0.01% +35 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 142 $10.7K <0.01% -7,726 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 141 $10.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 134 $10.1K <0.01% -94 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 130 $9.77K <0.01% -13 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 123 $9.71K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 129 $9.7K <0.01% -2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 125 $9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 116 $8.78K <0.01% -106 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 102 $7.67K <0.01% -147 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $7.52K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 98 $7.37K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 92 $6.92K <0.01% +13 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 90 $6.76K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 86 $6.46K <0.01% -15 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 85 $6.39K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 75 $5.64K <0.01% -87 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 74 $5.59K <0.01% +2 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 67 $5.04K <0.01% +38 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 64 $4.81K <0.01% +58 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64 $4.81K <0.01% +20 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 63 $4.74K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 61 $4.58K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 60 $4.51K <0.01% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 58 $4.36K <0.01% -4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 57 $4.29K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 51 $3.83K <0.01% +5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49 $3.68K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $3.53K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 44 $3.31K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 41 $3.08K <0.01% +15 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 40 $3.01K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 36 $2.71K <0.01% +20 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 39 $2.71K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 36 $2.71K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 35 $2.63K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 32 $2.52K <0.01% -10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 32 $2.41K <0.01% -13 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 32 $2.41K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 31 $2.33K <0.01% 0 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 30 $2.25K <0.01% -4 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $2.18K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28 $2.1K <0.01% +8 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 25 $1.88K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $1.87K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 23 $1.73K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 22 $1.65K <0.01% -17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.58K <0.01% -15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $1.58K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 21 $1.58K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 20 $1.5K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 20 $1.5K <0.01% +3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 19 $1.43K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 17 $1.28K <0.01% +7 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 16 $1.2K <0.01% -15 13F-HR Timeline Quarry LP More: the full row for Quarry LP 16 $1.2K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 15 $1.13K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 26 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15 $1K <0.01% -35 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12 $1K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13 $978 <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 11 $827 <0.01% -60 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10 $752 <0.01% -9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $752 <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $752 <0.01% +6 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 9 $689 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $677 <0.01% -76 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $677 <0.01% -6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $601 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $601 <0.01% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $527 <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $467 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $451 <0.01% -1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $451 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $376 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $376 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $376 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $301 <0.01% -2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $301 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $301 <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $301 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $301 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4 $301 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $151 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2 $150 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2 $150 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $76 <0.01% -3 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $76 <0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 1 $75 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $75 <0.01% 0 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.