Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 587 $140K 0.03% -127 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 60,750 $136K 0.74% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 545 $130K 0.07% +107 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 520 $124K 0.09% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 515 $123K 0.11% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 515 $123K 0.1% new 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 507 $121K 0.05% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 500 $119K 0.02% +100 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 500 $119K 0.08% 0 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 500 $119K 0.11% -500 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 494 $118K 0.08% +97 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 493 $117K 0.06% +101 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 490 $117K 0.08% -20,129 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 477 $114K 0.03% +7 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 470 $112K 0.05% -207 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 451 $107K 0.03% -407 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 386 $92K 0.04% -128 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 380 $90.6K 0.05% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 374 $89.4K 0.01% new 13F-HR/A Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 370 $88.2K 0.05% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 371 $88K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 363 $86.5K 0.05% -1 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 362 $86.3K 0.08% 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 353 $84.1K 0.02% +56 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 353 $84.1K 0.02% 0 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 300 $80K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 330 $78.7K 0.05% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 319 $76K 0.04% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 309 $73.6K 0.05% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 305 $72.7K 0.01% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 300 $71.5K 0.04% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 299 $71.3K 0.02% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 300 $71K <0.01% -214,610 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 295 $68K 0.06% +80 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 279 $66.5K 0.04% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 266 $64.3K 0.88% -120 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 237 $56.5K 0.01% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 229 $52.9K 0.02% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 213 $50.8K 0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 198 $47.2K 0.02% -175 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 180 $42.9K 1.05% +1 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 179 $42.7K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 168 $40.2K <0.01% +49 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 187 $38.9K 0.19% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 159 $37.9K 0.04% +20 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 153 $36.5K 0.01% +40 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 140 $33.4K 0.03% 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 137 $32.7K 0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 135 $32.2K 0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 17,977 $30.1K <0.01% -33,497 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 125 $29.8K 0.02% 0 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 120 $28.6K 0.03% 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $23.8K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 100 $23.8K <0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 100 $23.8K 0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 98 $23.4K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 90 $21.5K <0.01% -367 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 86 $21.1K 0.19% +7 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 88 $21K 0.01% +48 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 86 $20.5K 0.02% 0 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 83 $19.8K 0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 60 $14.3K 0.01% -5 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 43 $10.2K 0.09% +14 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 40 $9.53K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 18 $4.29K 0.07% +8 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 11 $2.62K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.38K <0.01% 0 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 10 $2.38K 0.14% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 9 $2.15K <0.01% new 13F-HR Timeline AKUNA SECURITIES LLC More: the full row for AKUNA SECURITIES LLC 7 $1.67K <0.01% -111 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -35,900 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 9,863 $2.35B +1,920 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.