Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 782 $90.7K <0.01% +2 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 779 $90.4K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 776 $90K <0.01% +43 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 773 $89.7K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 761 $88.3K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 750 $87K 0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 750 $87K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 741 $86K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 738 $85.6K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 727 $84.3K 0.01% -32 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 718 $83.3K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 680 $78.9K 0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 671 $77.8K 0.02% -1,500 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 666 $77.3K 0.01% 0 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 665 $77.2K 0.05% -364 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 657 $76K 0.03% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 630 $73.1K 0.05% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 622 $72.2K 0.01% -797 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 600 $69.6K 0.01% -19 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 594 $68.9K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 581 $67.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 575 $66.9K 0.01% +139 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 533 $61.8K 0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 530 $61.5K 0.01% +64 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 530 $61.5K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 528 $61.2K 0.01% -11 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 522 $60.6K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 521 $60.5K <0.01% +101 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 517 $60K <0.01% -14 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 512 $59.4K 0.06% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 505 $58.6K 0.01% +66 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 500 $58K 0.03% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 493 $56.9K <0.01% 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 458 $53.1K 0.01% +10 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 450 $52.2K 0.03% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 444 $51K 0.01% +10 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 431 $50K <0.01% -569 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 430 $49.9K <0.01% +65 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 415 $48K 0.01% +8 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 412 $47.8K <0.01% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 407 $47.2K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 368 $42.7K 0.01% +280 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 351 $42.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 363 $42.2K <0.01% -130 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 344 $39.9K 0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 337 $39.1K 0.01% -1,102 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 332 $38.5K 0.02% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 320 $37.1K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 318 $36.9K 0.01% +175 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 317 $36.8K <0.01% +130 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 313 $36.3K <0.01% -4 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 309 $35.9K <0.01% -8 13F-HR/A Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 310 $35K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 259 $35K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $34.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 298 $34.5K 0.02% +10 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 284 $33K 0.01% -67 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 278 $32.3K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 276 $32K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 272 $31.6K <0.01% +28 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 265 $30.7K 0.01% 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 260 $30.2K <0.01% new 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 252 $29.2K <0.01% -48 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 252 $29.2K <0.01% +20 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 240 $27.8K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 222 $25.8K <0.01% -91 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 219 $25.4K 0.02% -6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 207 $24.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 210 $24K <0.01% -2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 201 $23.4K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 200 $23.2K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 200 $23.2K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 196 $22.7K <0.01% -39 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 187 $21.7K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 180 $20.9K 0.01% -273 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 176 $20.4K 0.01% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 175 $20.3K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 169 $19.6K <0.01% +3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 166 $19K 0.01% +1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 162 $18.8K 0.02% -6 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 160 $18.6K <0.01% -187 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 158 $18.3K -1,545 Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 154 $17.9K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 150 $17.4K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 141 $16.4K <0.01% +137 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 135 $15.7K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 132 $15.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 130 $15.1K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 129 $15K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 124 $14.4K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 122 $14.2K <0.01% -197 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 121 $14K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 120 $13.9K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 118 $13.7K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 118 $13.7K <0.01% -204 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 116 $13.5K <0.01% -36 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 116 $13.5K <0.01% -288 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 119 $13K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 112 $13K <0.01% -145 13F-HR/A Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 112 $13K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 109 $12.6K <0.01% +1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 106 $12.3K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 109 $12K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 100 $12K <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 102 $11.8K <0.01% +15 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 100 $11.6K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 100 $11.6K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $11.6K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 96 $11.1K <0.01% -10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 94 $10.9K <0.01% +32 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 93 $10.8K <0.01% -4,014 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 85 $10.5K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 88 $10K <0.01% -6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 86 $9.98K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 81 $9.4K <0.01% +36 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 81 $9.4K <0.01% -18 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 78 $9.05K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 70 $8.12K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 66 $7.66K <0.01% -37 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $6.84K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 57 $6.61K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 53 $6.15K <0.01% -41 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 51 $5.92K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 51 $5.92K <0.01% -1,055 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 51 $5.89K <0.01% +28 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 50 $5.8K <0.01% -6 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 50 $5.8K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 50 $5.8K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 46 $5.34K <0.01% 0 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 42 $4.87K <0.01% +10 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 41 $4.76K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 35 $4.08K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 35 $4.06K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 35 $4.06K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 31 $3.63K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 29 $3.37K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 28 $3.25K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 28 $3.25K <0.01% +3 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 26 $3.02K <0.01% +17 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 26 $3.02K <0.01% -250 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $3K <0.01% -10 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 25 $2.9K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 23 $2.67K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 23 $2.67K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $2.44K <0.01% -1 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 21 $2.44K <0.01% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 20 $2.32K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 20 $2.32K <0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 18 $2.09K <0.01% -32 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 18 $2.09K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 15 $2K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 16 $1.85K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 15 $1.74K <0.01% +2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 15 $1.74K <0.01% 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $1.51K <0.01% -10 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 10 $1.16K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $1.04K <0.01% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9 $1.04K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.04K <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 8 $928 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $928 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $813 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6 $696 <0.01% -11 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $580 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5 $580 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $580 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $464 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3 $362 <0.01% 0 13F-HR/A Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $335 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $232 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 2 $232 <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2 $232 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $122 <0.01% -5 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $117 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $116 <0.01% -28 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1 $116 <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $116 <0.01% -1,481 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $20 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 2,795 $324M -75 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.