PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $13K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,000 $13K <0.01% -35,727 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,800 $11.7K <0.01% -17,305 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,725 $11.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,897 $10.8K <0.01% -397 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $9.73K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,400 $9.09K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,372 $8.78K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,300 $8.44K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,258 $8.16K <0.01% -1,421 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,200 $7.79K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,120 $7.27K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,104 $7.17K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,000 $6.49K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,000 $6.49K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 968 $6.28K <0.01% +468 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 925 $6K <0.01% +167 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 880 $5.71K <0.01% -3,989 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 768 $4.98K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 717 $4.65K <0.01% +544 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 661 $4.29K <0.01% 0 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 622 $4.04K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 590 $3.84K <0.01% -2,579 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 524 $3.4K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 504 $3.27K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 463 $3K <0.01% -403 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 451 $2.93K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 423 $2.75K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 421 $2.73K <0.01% +274 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 398 $2.58K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 332 $2.57K <0.01% +98 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 364 $2.36K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 349 $2.27K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 325 $2.11K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 300 $1.95K <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 300 $1.95K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 292 $1.9K <0.01% +82 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 286 $1.86K <0.01% -374 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 267 $1.54K <0.01% 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 210 $1.36K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 164 $1.06K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $649 <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 50 $329 <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 47 $306 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 30 $195 <0.01% 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2 $13 <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $6 <0.01% -140,889 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $3 <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.