ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 302 $111K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 299 $110K 0.13% +17 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 296 $109K 0.13% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 289 $106K 0.08% -9 13F-HR Timeline TOBAM More: the full row for TOBAM 287 $105K 0.04% -590 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 286 $105K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 285 $104K 0.05% -3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 280 $103K 0.05% +31 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 279 $102K <0.01% -65 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 276 $101K 0.04% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 268 $98.4K 0.08% -9 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 266 $98K 0.01% -10 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 264 $96.8K 0.03% -164 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 255 $93.5K 0.05% -42 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 250 $91.7K 0.08% -16 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 250 $91.7K 0.04% -10 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 246 $90.2K 0.03% +1 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 244 $89.5K 0.06% +130 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 241 $88.4K 0.05% -17 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 240 $88.3K 0.11% +1 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 241 $88K 0.09% +2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 239 $87.5K 0.05% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 238 $87.2K 0.06% +1 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 234 $85.8K 0.04% +215 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 232 $85.1K 0.08% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 229 $84.1K 0.04% -35 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 226 $82.9K 0.03% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 225 $82.5K 0.09% +75 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 225 $82.5K 0.05% 0 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 220 $80.7K 0.12% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 219 $80.3K 0.06% -596 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 217 $79.7K 0.03% +213 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 215 $78.7K 0.07% +20 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 214 $78.5K 0.03% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 213 $78.1K 0.01% -5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 210 $76.9K 0.03% +55 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 205 $75.2K 0.05% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 200 $73.4K 0.03% -241 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 200 $73.2K 0.07% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 198 $72.6K 0.03% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 197 $72.3K 0.04% +18 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 186 $68.2K 0.03% -21 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 184 $67.5K 0.15% +9 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 183 $67.1K 0.09% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 181 $66.5K <0.01% 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 181 $66K <0.01% -178 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 175 $64.3K 0.06% +61 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 167 $61.1K 0.04% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 176 $61K 0.68% -290 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 165 $60.5K 0.05% -100 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 164 $60.1K 0.02% +82 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 164 $60K <0.01% -12 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 162 $59.7K 0.04% +80 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 162 $59.4K 0.01% -24 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 161 $59K <0.01% -1,024 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 159 $58.6K 0.03% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 159 $58.2K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 158 $57.9K 0.01% -47 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 157 $57.6K 0.01% -7 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 152 $55.7K 0.02% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 146 $53.5K 0.02% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 145 $53.2K 0.03% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 143 $52.4K 0.03% +32 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 133 $51.6K 0.01% +1 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 143 $51.5K 0.03% -28 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 137 $50.2K 0.04% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 131 $48K 0.01% +1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 127 $46.6K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 126 $46K 0.02% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 123 $45.1K 0.01% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 121 $44.4K 0.04% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 117 $42.9K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 117 $42.8K 0.02% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 115 $42.2K 0.64% 0 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 113 $41.4K 0.8% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 110 $40.4K 0.01% new 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 110 $40.3K 0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 109 $40K 0.02% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 109 $39.9K 0.01% -41 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 108 $39.6K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 106 $38.9K 0.03% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 10,442 $38.3K 1.5% +1,103 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 100 $36.7K 0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 100 $36.7K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 100 $36.5K 0.01% -14 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 99 $36.3K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 98 $35.9K 0.02% -15 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 97 $35.6K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 96 $35.2K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 96 $35.2K 0.02% -7 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 90 $33K 0.03% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 87 $31.9K 0.02% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 85 $31.2K 0.02% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 80 $29.4K 0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 80 $29.3K 0.08% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 79 $29.1K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 78 $28.7K 0.01% -21 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 77 $28.2K 0.01% -13 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 76 $27.9K 0.02% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 75 $27.5K 0.03% -785 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 75 $27.5K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 75 $27.3K 0.02% -156 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 74 $27.1K 0.02% +37 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 75 $27K <0.01% 0 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 75 $27K 0.02% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 71 $26K 0.04% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 69 $25K 0.02% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 68 $24.9K 0.02% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 67 $24.4K 0.01% +1 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 63 $23.1K 0.02% -100 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 63 $23.1K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 62 $22.7K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 60 $22K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 60 $22K 0.01% -38 13F-HR/A Timeline Group Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 60 $22K 0.02% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 51 $18.7K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 49 $18K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 44 $16.1K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 42 $15.4K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 42 $15.4K 0.01% +25 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 41 $15K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 40 $14.7K <0.01% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 40 $14.7K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 40 $14.7K 0.01% +15 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 39 $14.3K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 38 $14.1K 0.01% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 36 $13.1K 0.01% +1 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 34 $12.6K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $12.5K <0.01% +14 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 34 $12.4K 0.02% +1 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 33 $12.1K 0.01% -13 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 31 $11.4K 0.01% -315 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 30 $11K 0.01% -35 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 28 $10.3K 0.01% +18 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 27 $9.9K <0.01% +3 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 19 $6.97K <0.01% -1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $6.97K 0.34% +1 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 18 $6.64K 0.02% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 18 $6.62K <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 18 $6.6K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $6.6K <0.01% +12 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 16 $5.87K <0.01% +7 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 15 $5.5K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 14 $5.03K <0.01% -7 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 13 $4.77K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 10 $3.67K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 6 $2.2K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 4 $1.47K <0.01% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3 $1.1K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $957 <0.01% new 13F-HR/A Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $367 0.01% 0 13F-HR Timeline 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.