Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 913 $200K 0.1% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 912 $200K 0.1% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 860 $189K 0.22% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 832 $183K 0.15% +39 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 792 $174K 0.05% +356 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 764 $168K 0.14% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 756 $166K 0.14% +100 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 689 $151K 0.13% +187 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 660 $145K 0.04% +170 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 650 $142K 0.07% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 646 $142K 0.04% +205 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 927 $141K 1.58% -6,148 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 641 $141K 0.03% +225 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 639 $140K 0.08% -85 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 632 $139K 2.1% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 629 $138K 0.04% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 620 $136K 0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 609 $134K 0.05% +155 13F-HR Timeline RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 600 $132K 0.13% new 13F-HR/A Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 600 $132K 0.06% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 601 $131K 0.14% +30 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 562 $123K 0.06% +63 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 547 $120K 0.08% +520 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 539 $118K 0.26% +18 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 523 $115K <0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 515 $113K 0.08% +145 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 514 $113K 0.06% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 494 $108K 0.05% +60 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 476 $104K 0.08% +30 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 476 $104K 0.08% +47 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 472 $104K 0.08% +414 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 469 $103K 0.1% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 464 $102K 0.04% +23 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 454 $99.6K 0.05% -11 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 450 $98.7K 0.05% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 450 $98K <0.01% -78 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 445 $97.6K 0.07% +100 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 436 $95.7K 0.06% +130 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 412 $90.4K 0.07% +76 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 400 $87.8K 0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 400 $87.8K 0.02% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 371 $81.4K 7.42% -5,287 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 372 $81K 0.06% -21 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 364 $79.9K 0.03% -14 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 363 $79.6K 0.04% -433 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 363 $79.6K 0.1% +53 13F-HR/A Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 360 $79K 0.22% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 353 $77.4K 0.03% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 338 $74.2K 0.02% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 328 $72K 0.04% +1 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 305 $66.9K 0.01% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 300 $65.8K 0.03% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 280 $61.4K 0.08% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 276 $60.6K 0.01% +208 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,511 $57K 0.92% -74,745 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 300 $57K 0.01% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 247 $54.2K 0.04% +47 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 24,280 $53.3K 2.09% +1,110 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 231 $50.7K 0.05% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 224 $49.1K <0.01% -193 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 220 $48.3K 0.03% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 211 $46.3K 0.02% +95 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 199 $43.7K 0.02% -9 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 188 $41.2K 0.02% -40 13F-HR/A Timeline Summer Road LLC More: the full row for Summer Road LLC 170 $38.4K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PayPay Securities Corp More: the full row for PayPay Securities Corp 154 $33.8K 1.65% +35 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 125 $27.4K 0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 122 $26.8K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 109 $23.9K 0.02% -20 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 100 $21.9K <0.01% -87 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 100 $21.9K 0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 100 $21.9K 0.02% 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 89 $19.5K <0.01% -4,474 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 89 $19.5K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 63 $13.9K 0.01% -37 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 60 $13.2K <0.01% -80 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 53 $11.6K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 40 $8.78K 0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 34 $7.46K 0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.19K <0.01% -5,500 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 10 $2.19K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $2.19K <0.01% 0 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 10 $2.19K 0.17% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 10 $2.19K 0.05% -25 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4 $878 <0.01% -48 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $628 <0.01% -143,576 13F-HR/A 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. BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 114,083 $114K +113,563 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.