Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,145 $240K 0.04% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,147 $239K 0.11% -1,136 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,137 $239K 0.02% +699 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,125 $238K 0.06% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,085 $237K 0.01% +69 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,081 $236K <0.01% -140 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,080 $236K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,077 $236K 0.02% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,075 $236K 0.01% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,062 $236K 0.03% -4 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 5,000 $233K 0.02% 0 13F-HR/A Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,976 $232K 0.01% +91 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 4,960 $231K <0.01% -11,300 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,838 $225K <0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,784 $223K 0.01% -26 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,765 $222K <0.01% -471 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,765 $222K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,750 $221K 0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,718 $220K <0.01% +2,454 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,680 $218K <0.01% -3,066 13F-HR/A Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,720 $218K 0.05% +50 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,583 $213K 0.12% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,492 $209K <0.01% -100 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,492 $209K 0.07% -45 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 4,478 $208K <0.01% -42 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,423 $206K <0.01% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,384 $204K 0.06% -345 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,324 $201K <0.01% -61 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,287 $200K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,099 $191K 0.01% +274 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,048 $188K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,043 $188K 0.02% -21 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,947 $184K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,919 $182K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,809 $177K 0.01% +249 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,514 $164K 0.78% -335 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,500 $163K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 3,464 $161K 0.07% +789 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,440 $160K <0.01% -65 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 3,227 $150K <0.01% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,000 $139K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,916 $136K 0.01% +129 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,861 $133K <0.01% +138 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,850 $133K 0.14% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,812 $131K <0.01% +54 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,721 $127K <0.01% +211 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,697 $125K 0.07% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,586 $120K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,524 $117K 0.06% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,455 $112K <0.01% 0 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 2,172 $101K <0.01% -809 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,129 $99.1K 0.01% -27 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 2,083 $97K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $93.1K 0.01% new 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 2,000 $93K 0.05% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,941 $91.5K <0.01% +814 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,921 $90.6K <0.01% +338 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,849 $86K 0.04% -84 13F-HR Timeline TOBAM More: the full row for TOBAM 1,281 $86K 0.03% -5,463 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,820 $84.7K <0.01% 0 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 1,816 $84.6K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,658 $77.1K <0.01% +666 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,500 $70.6K 0.01% -490 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,425 $66.8K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,400 $65.2K 0.04% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,381 $64.3K 0.02% -1 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,368 $63.7K 0.03% -6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,328 $61.8K 0.02% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,312 $61K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,294 $60.2K <0.01% +85 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,249 $58.1K 0.01% +871 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,238 $57.6K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,140 $53K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,113 $51.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,071 $49.8K <0.01% -600 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,050 $48.9K <0.01% -76 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,024 $47.6K <0.01% -145 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,018 $47.4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROGCO, LP More: the full row for ROGCO, LP 1,000 $46.5K 0.02% +500 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 985 $45.8K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 968 $45K <0.01% 0 13F-HR Timeline Group Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 942 $43.9K 0.08% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 871 $40.5K 0.03% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 800 $37.2K 0.03% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 778 $36.2K 0.02% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 710 $33.1K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 672 $31.7K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 665 $30.9K <0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 664 $30.9K 0.01% +8 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 659 $30.7K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 636 $29.6K <0.01% +37 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 602 $28K <0.01% +123 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 589 $27.4K <0.01% -49 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 556 $25.9K -1 Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 554 $25.8K 0.01% -38 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 532 $24.8K 0.01% +7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 529 $24.6K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 522 $24.3K <0.01% +149 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 516 $24K 0.02% -9 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 500 $23.3K <0.01% -28 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 499 $23.2K 0.01% +345 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 496 $23.1K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 490 $22.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 490 $22.8K <0.01% -248 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 466 $22.3K <0.01% +124 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 464 $21.6K 0.02% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 458 $21.3K <0.01% +112 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 439 $20.5K <0.01% -228 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 431 $20.1K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 420 $19.6K 0.02% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 403 $18.8K 0.01% +4 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 400 $18.6K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 396 $18K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 379 $17.7K 0.01% new 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 369 $17.2K <0.01% +4 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 334 $15.5K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 325 $15.1K <0.01% -181 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 315 $14.7K 0.01% 0 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 307 $14.3K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 300 $14K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 300 $14K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 295 $13.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 290 $13.5K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 286 $13.3K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 285 $13.3K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 264 $12.3K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 260 $12K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 250 $11.6K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 240 $11.2K <0.01% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 238 $11.1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 237 $11K <0.01% new 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $9.31K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 193 $8.99K <0.01% +2 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 193 $8.98K <0.01% -86 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 171 $7.8K <0.01% -12 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 165 $7.71K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 163 $7.57K <0.01% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 160 $7.44K <0.01% +5 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 159 $7.4K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 156 $7.26K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 156 $7.26K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 141 $6.56K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 137 $6.38K <0.01% -99 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 134 $6.24K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 130 $6.05K <0.01% 0 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 125 $5.82K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 108 $5.01K <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 107 $4.98K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 104 $4.84K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 100 $4.75K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100 $4.67K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $4.66K <0.01% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 100 $4.65K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $4.65K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $4.65K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 97 $4.57K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 2UniFi Bank More: the full row for 2UniFi Bank 92 $4.28K <0.01% 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 90 $4.19K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 88 $4.09K <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 87 $4K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 85 $3.96K <0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 72 $3.35K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67 $3.12K <0.01% +45 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 66 $3.07K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 81 $3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 64 $2.96K <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $2.84K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 69 $2.72K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 58 $2.7K <0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $2.33K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 50 $2.33K <0.01% +3 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 49 $2.28K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 35 $1.66K <0.01% -453 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 31 $1.44K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 27 $1.26K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 27 $1.26K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $1.26K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 23 $1.07K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 22 $1.02K <0.01% -22 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 21 $977 <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 15 $698 <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 10 $472 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4 $186 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $146 0.01% -3,166 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -26,000 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.