Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 173 $171K 0.13% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 172 $170K 0.11% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 164 $162K 0.06% +13 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 162 $160K 0.04% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 159 $157K 0.07% +11 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 157 $155K 0.06% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 163 $154K 0.03% -84 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 155 $154K 0.05% +13 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 155 $153K 0.08% -5 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 154 $152K 0.08% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 153 $151K 0.06% -10 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 152 $150K 0.01% new 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 150 $148K 0.02% +25 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 149 $148K 0.07% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 147 $146K 0.03% 13F-HR Timeline Group TOBAM More: the full row for TOBAM 146 $145K 0.06% -113 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 142 $141K 0.07% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 142 $140K 0.03% -22 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $139K 0.05% -3 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 139 $137K 0.05% +5 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 138 $137K 0.13% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 135 $134K 0.1% +100 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 132 $131K 0.03% +20 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 130 $129K 0.06% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 130 $128K 0.13% +2 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 127 $127K 0.04% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 128 $127K 0.05% +4 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 124 $123K 0.05% +24 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 124 $123K 0.01% -4 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 122 $121K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 122 $121K 0.02% +23 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 122 $121K 0.06% +6 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 121 $120K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 117 $116K 0.07% -9 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 117 $116K 0.1% +46 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 114 $113K 0.07% -14 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 113 $112K 0.11% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 111 $110K 0.06% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 111 $110K 0.08% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 107 $106K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 101 $100K 0.06% +58 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 101 $100K 0.04% +28 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 98 $97K 0.06% -2 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 97 $96.1K 0.03% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 97 $96.1K 0.03% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 96 $95K 0.08% -3 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 95 $94K 0.04% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 95 $94K 0.07% -1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 100 $94K 0.08% -73 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 90 $89.1K 0.05% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 85 $84.1K 0.03% 0 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 84 $83.2K 0.03% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 81 $80.2K 0.03% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 77 $76.2K 0.02% -1 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 76 $75.5K 0.1% +21 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 75 $74.2K 0.05% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 71 $70.5K 0.05% +6 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 71 $70.3K 0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 68 $67.3K 0.03% +43 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 65 $64.3K 0.04% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 64 $63.4K 0.03% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 64 $63.4K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 64 $63.4K 0.03% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 62 $61.4K 0.05% -12 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 60 $59.4K 0.05% -5 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 55 $54.4K 0.02% +5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 55 $54.4K 0.03% -1 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 53 $52.5K 0.01% -51 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 51 $50.9K 0.02% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5,077 $50.3K 1.97% +256 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 50 $49.9K 0.06% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 50 $49.5K 0.01% 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 48 $47.5K 0.72% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 45 $44.5K 0.1% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 45 $44.4K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 43 $42.6K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 43 $42.6K 0.03% +18 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 43 $42.6K 0.06% +28 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 43 $42.6K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 43 $42.2K 0.03% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 43 $42K 0.02% +39 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 42 $41.6K 0.01% -1 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 41 $40.6K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 41 $40.6K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 41 $40.6K 0.04% -11 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 40 $39.6K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 40 $39.6K 0.01% -19 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 39 $38.9K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 39 $38K <0.01% -741 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 33 $32.7K 0.03% -54 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 33 $32.7K 0.01% -300 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $30.7K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 31 $30.6K 0.02% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 30 $29.7K 0.02% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 30 $29.7K <0.01% new 13F-HR Timeline Group Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 28 $27.7K 0.02% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 28 $27.7K 0.02% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 28 $27K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 27 $26.6K 0.02% -25 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 25 $24.7K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 25 $24.7K 0.02% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 25 $24.7K 0.02% 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 24 $23.8K 0.07% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $22.8K 0.02% +9 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 21 $20.8K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 21 $20.4K 0.01% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 20 $19.8K 0.03% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 20 $19.8K 0.01% new 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 20 $19.8K 0.02% -5 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 19 $18.8K 0.02% 0 13F-HR/A Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 19 $18.8K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 19 $18.5K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 17 $17.4K 0.01% -2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 17 $17.2K 0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 16 $15.9K 0.01% 0 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $15.8K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15 $15.1K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $14.8K <0.01% +10 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 15 $14.8K 0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13 $12.9K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 13 $12.9K 0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 13 $12.9K 0.01% +5 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 12 $12K <0.01% 0 13F-HR Timeline Group MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 11 $10.9K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 11 $10.1K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 11 $10K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 10 $9.9K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9 $8.91K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9 $8.91K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $7.92K 0.39% -2 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $7.92K 0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $7.92K <0.01% +4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $7.13K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 6 $5.94K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 4 $3.97K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $3.94K <0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 3 $3.03K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3 $2.97K 0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $2.97K <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 3 $2.97K <0.01% 0 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 3 $2.97K 0.23% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $1.98K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 2 $1.98K <0.01% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2 $1.98K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1 $990 <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1 $990 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $990 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $990 0.02% -20 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $711 <0.01% -2 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 2,970 $2.97K +2,967 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.