Hurley Capital, LLC More: the full row for Hurley Capital, LLC 436 $59.3K 0.04% +2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 438 $58.4K 0.03% +48 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 425 $57.8K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 423 $57.5K 0.01% +180 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 418 $56.9K 0.02% -14 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 414 $56.3K 0.03% +26 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 400 $54.4K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 383 $52.1K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 378 $51.4K 0.03% +70 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 374 $50.9K 0.04% +115 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 374 $50.9K 0.02% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 374 $50.9K <0.01% -4 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 374 $50.8K 0.03% -190 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 370 $50.3K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 368 $50K 0.02% -22 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 366 $49.8K 0.02% +32 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 366 $49.8K 0.03% +1 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 351 $47.7K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 342 $46.5K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 340 $46.2K 0.02% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 339 $46.1K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 336 $45.7K 0.04% +22 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 336 $45.7K 0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 335 $45.6K 0.1% +10 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 333 $45.3K 0.02% -675 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 334 $44.3K 0.02% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 320 $43.5K 0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 317 $43.1K 0.03% -58 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 315 $42.8K 0.02% +81 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 310 $42.2K 0.01% -30 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 307 $41.8K 0.02% +305 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 306 $41.6K 0.04% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 300 $40.8K 0.03% 0 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 300 $40.8K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 293 $39.9K 0.02% +34 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 283 $38.5K 0.06% -141 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 280 $38.1K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 280 $38.1K 0.01% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 272 $37K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 271 $36.9K 0.03% +1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 277 $36.7K 0.02% -239 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 26,234 $35.7K 1.4% +2,280 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 260 $35.4K 0.05% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 253 $34.3K 0.03% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 242 $32.9K 0.01% +4 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 240 $32.6K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 237 $32.2K <0.01% -1,343 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 236 $32.1K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 235 $32K 0.02% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 232 $31.6K 0.01% +104 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 229 $31.1K 0.01% +28 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 226 $30.7K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 221 $30K 0.02% -14 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 220 $29.9K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 210 $28.5K 0.02% +1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 208 $28.3K 0.01% +20 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 202 $27.4K 0.01% +1 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 197 $26.8K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 195 $26.5K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 192 $25.9K <0.01% -223 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 189 $25.7K 0.02% +167 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 187 $25.4K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 170 $23.1K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 162 $22K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 160 $21.8K 0.01% -115 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 160 $21.8K <0.01% 13F-HR Timeline Group Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 160 $21.8K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 157 $21.4K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 155 $21.1K <0.01% -1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 150 $20.4K 0.02% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 148 $20.1K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 149 $19.5K <0.01% -57 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 141 $19K <0.01% -5,988 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 135 $18.4K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 128 $17.4K 0.01% +22 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 125 $17K <0.01% -58 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 125 $17K 0.01% +43 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 119 $16.2K <0.01% +75 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 119 $16.2K 0.01% +91 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 114 $16K <0.01% -23 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 115 $15.6K 0.01% -103 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 115 $15.6K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 115 $15.6K 0.01% +62 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 110 $15K 0.01% 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 108 $14.7K 0.02% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 105 $14.3K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 104 $14.1K 0.01% -24 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 102 $13.9K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 101 $13.7K 0.01% +18 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 100 $13.6K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $13.6K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 95 $12.9K 0.01% +16 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 93 $12.6K 0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 91 $12.4K 0.03% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 90 $12.2K <0.01% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 110 $12.1K 0.14% -440 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 88 $12K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 84 $11.4K 0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 80 $11K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 77 $10.5K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 77 $10.5K 0.01% 0 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 75 $10.2K <0.01% +8 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 73 $9.93K <0.01% +13 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 73 $9.93K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 71 $9.66K <0.01% +11 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 67 $9.12K <0.01% new 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 65 $8.84K <0.01% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 61 $8.3K <0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 60 $8.16K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 60 $8.13K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 60 $8K <0.01% 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 58 $7.89K 0.01% 0 13F-HR/A Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 58 $7.89K 0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 56 $7.62K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 56 $7.62K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 56 $7.62K <0.01% +27 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 52 $7.09K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $7.05K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 51 $6.94K 0.14% -12 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 51 $6.91K 0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 49 $6.66K <0.01% +34 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 48 $6.53K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 46 $6.26K <0.01% 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 46 $6.26K <0.01% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 43 $5.85K <0.01% -5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 37 $5.03K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36 $4.9K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 35 $4.76K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 32 $4.38K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 32 $4.35K 0.21% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 31 $4.22K <0.01% -121 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 28 $3.81K <0.01% +16 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 23 $3.13K <0.01% -1 13F-HR/A Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 22 $2.99K <0.01% -70 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 21 $2.86K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 9 $1K <0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6 $816 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CCLA Investment Management More: the full row for CCLA Investment Management 873,912 $119B +56,674 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.