Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 996 $373K 0.01% -1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 936 $351K <0.01% +98 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 935 $350K 0.18% -106 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 920 $345K <0.01% new 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 919 $344K 0.15% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 910 $341K 0.13% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 906 $340K 0.05% -186 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 886 $332K 0.08% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 853 $320K <0.01% +112 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 852 $319K 0.05% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 848 $318K 0.02% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 846 $317K 0.21% +11 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 841 $315K 0.01% +38 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 836 $313K <0.01% -27,016 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 827 $310K 0.04% -456 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 819 $307K 0.39% 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 814 $305K 0.03% +161 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 813 $305K 0.01% 0 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 797 $299K 0.02% +95 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 795 $298K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 792 $297K 0.01% +5 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 791 $296K 0.05% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 787 $295K <0.01% +70 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 784 $294K 0.01% +172 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 783 $293K new Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 772 $289K 0.02% -166 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 768 $288K <0.01% -21 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 760 $285K 0.02% -100 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 753 $282K 0.01% -80 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 744 $279K <0.01% +25 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 737 $276K 0.21% +268 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 729 $273K 0.01% +102 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 720 $270K 0.18% -6,075 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 703 $264K 0.05% +5 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 700 $262K 0.08% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 694 $260K 0.01% -21 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 694 $260K <0.01% +76 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 689 $258K 0.01% -114 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 683 $256K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 671 $252K <0.01% +36 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 667 $250K 0.14% -45 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 666 $250K <0.01% -2 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 662 $248K 0.07% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 657 $246K <0.01% -16,446 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 645 $245K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 653 $245K 0.02% +2 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 652 $244K <0.01% 13F-HR/A Timeline Group NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 643 $241K 0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 640 $240K +93 Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 612 $229K <0.01% -21 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 609 $228K 0.08% +359 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 600 $225K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 595 $223K <0.01% -3,368 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 594 $223K 0.03% +27 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 591 $222K <0.01% +198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Capital, LLC More: the full row for Chicago Capital, LLC 591 $222K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 587 $220K <0.01% -60 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 587 $220K 0.12% 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 586 $220K 0.02% -4 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 578 $217K 0.07% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 577 $216K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 577 $216K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 569 $213K 0.01% +6 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 563 $211K 0.08% +17 13F-HR Timeline Group PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 551 $207K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 546 $205K 0.07% -92 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 475 $178K 0.01% +55 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 461 $173K <0.01% new 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 432 $169K <0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 450 $169K 0.01% +253 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 400 $152K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 402 $151K <0.01% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 349 $131K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 346 $130K <0.01% +73 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 339 $127K <0.01% +76 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 335 $126K 0.01% +140 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 332 $124K <0.01% -7 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 280 $105K 0.06% +45 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 237 $88.8K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 218 $81.7K <0.01% +173 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 203 $76K 0.08% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 177 $66.2K 0.01% +25 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 161 $60.3K 0.02% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 156 $58.5K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 156 $58.5K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 154 $57.7K 0.01% +146 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 135 $50.6K <0.01% -10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 134 $50.2K <0.01% +94 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 120 $45K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 112 $42K <0.01% -17 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 107 $40K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 106 $39.7K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 105 $39K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 94 $35.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 88 $33K <0.01% -8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 83 $31.1K <0.01% +8 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 73 $27.4K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 67 $25.1K <0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 66 $24.7K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 63 $23.6K <0.01% -42 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 63 $23.6K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 62 $23.5K <0.01% +58 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 62 $23.2K <0.01% -52 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 60 $22.5K <0.01% -15 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 53 $19.9K 0.01% +29 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $19.1K <0.01% +4 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 51 $19K <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. 51 $19K <0.01% +5 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 50 $18.7K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 48 $18K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 44 $17K 0.01% -619 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 40 $15K <0.01% -1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 40 $15K <0.01% -10 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 40 $15K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 39 $14.6K <0.01% +3 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $14.2K <0.01% +9 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 38 $14.2K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 36 $13.5K <0.01% +14 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 35 $13.1K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 27 $10.1K 0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 26 $10K <0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 26 $9.75K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 25 $9.37K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 25 $9K <0.01% -6 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 24 $9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21 $7.89K <0.01% -108 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20 $7.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $7.43K <0.01% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 20 $7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17 $6.37K <0.01% -9 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $6.37K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 17 $6.37K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 16 $6K <0.01% +14 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 15 $5.62K <0.01% -17 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 15 $5.62K <0.01% +5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $5.62K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 15 $5.62K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 14 $5.25K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13 $5.14K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $4.87K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $4.12K <0.01% +1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 11 $4.12K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 11 $4.12K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10 $3.75K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 10 $3.75K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 10 $3.75K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.75K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $3.75K <0.01% +1 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 9 $3.37K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $3.37K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 9 $3.37K <0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 7 $2.62K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6 $2.25K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $2.25K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6 $2.25K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $2K <0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5 $1.87K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $1.5K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3 $1.12K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $1.12K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $1.12K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $1.12K <0.01% +1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $1.12K <0.01% 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $750 <0.01% -1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2 $750 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2 $750 <0.01% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $750 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $750 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $750 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2 $750 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2 $749 <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $695 <0.01% 0 13F-HR/A Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $433 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $375 <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1 $375 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1 $375 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1 $375 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1 $375 <0.01% 13F-HR Timeline