Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 150 $14K 0.01% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 142 $13.7K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 142 $13.7K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 135 $13.4K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 136 $13.1K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 144 $13K <0.01% -3 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 134 $12.9K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 133 $12.8K 0.01% -92 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 129 $12.4K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 128 $12.3K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 126 $12.1K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $12K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 134 $12K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 124 $11.9K 0.01% -2,948 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 123 $11.8K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 122 $11.7K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 116 $11.2K <0.01% -462 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 112 $10.8K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 109 $10.8K <0.01% +20 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 110 $10.6K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 108 $10.4K 0.05% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 107 $10.3K 0.01% -201 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 105 $10.1K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 105 $10K <0.01% +5 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 100 $9.62K <0.01% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 100 $9.62K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 97 $9.57K <0.01% -32 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 96 $9.21K <0.01% +1 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 94 $9.05K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 91 $8.71K <0.01% -120 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 85 $8.18K <0.01% +45 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 84 $8.09K <0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 81 $7.82K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 80 $7.7K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 78 $7.47K <0.01% -23 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 72 $6.93K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 70 $6.74K <0.01% +27 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 70 $6.7K 0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 67 $6.53K <0.01% -1,960 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 63 $6.06K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 61 $5.87K <0.01% -131 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 60 $5.78K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 60 $5.77K <0.01% +28 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 58 $5.58K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 57 $5.49K <0.01% +23 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 56 $5.39K <0.01% -40 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 54 $5.2K 0.05% -12 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 52 $5K <0.01% +28 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 54 $5K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 51 $4.94K 0.02% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $4.81K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 50 $4.81K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 47 $4.49K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 45 $4.33K <0.01% +25 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 41 $3.95K <0.01% -24 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 41 $3.95K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 40 $3.85K <0.01% -19 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $3.85K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 39 $3.75K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 34 $3.28K <0.01% +2 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 32 $3.08K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 31 $2.98K 0.07% -2 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 26 $2.5K <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 25 $2.41K <0.01% new 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 24 $2.27K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 22 $2.11K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 21 $2.07K <0.01% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 21 $2K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 26 $2K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 20 $1.95K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 20 $1.93K 0.03% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 20 $1.93K <0.01% 0 13F-HR/A Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 19 $1.83K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 19 $1.83K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 18 $1.73K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 16 $1.56K <0.01% -120 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 15 $1.44K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 15 $1.44K <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 11 $1.08K <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 10 $963 <0.01% -5,468 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 10 $963 <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9 $866 <0.01% 0 13F-HR Timeline Outlook Capital Management, LLC More: the full row for Outlook Capital Management, LLC 7 $674 <0.01% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 5 $482 <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 3 $289 <0.01% -36 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $99 <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1 $96 <0.01% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 277,695 $34.5K +1,976 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 38,329 $3.69B -6,782 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.