TSFG, LLC More: the full row for TSFG, LLC 398 $117K 0.02% +2 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 387 $114K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 384 $113K 0.06% -200 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 381 $112K 0.08% +180 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 378 $111K 0.04% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 435 $108K 0.09% -241 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 364 $107K 0.09% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 361 $107K 0.06% +2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 357 $105K <0.01% +44 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 357 $105K 0.08% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 351 $104K 0.03% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 351 $103K 0.02% +34 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 348 $103K 0.08% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 347 $102K 0.04% -255 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 346 $102K 0.05% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 347 $102K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 343 $101K 0.03% +90 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 332 $98K 0.02% -100 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 324 $95.5K 0.01% -349 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 312 $92K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 312 $92K 0.05% +123 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 305 $89.9K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 305 $89.9K 0.06% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 303 $89K 0.04% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 300 $88.4K 0.11% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 300 $88.4K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 296 $87.3K 0.07% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 294 $86.7K 0.1% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 292 $86.1K 0.03% -14 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 289 $85.2K 0.03% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 288 $84.9K 0.06% +71 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 286 $84.4K 0.14% -219 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 280 $82.5K 0.02% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 272 $80.2K 0.06% +14 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 271 $79.9K 0.03% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 270 $79.6K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 328 $79.5K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 266 $78.4K 0.06% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 260 $77K 0.03% +46 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 261 $76.9K 0.05% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 259 $76.4K 0.05% +9 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 243 $71.6K 0.05% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 280 $70.6K 0.01% -61 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 232 $68.4K 0.04% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 232 $68.4K 0.08% -36 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 230 $67.7K 0.03% +4 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 227 $66.9K 0.03% -308 13F-HR/A Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 232 $66.4K 0.01% 13F-HR Timeline TOBAM More: the full row for TOBAM 219 $65K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gleason Group, Inc. More: the full row for Gleason Group, Inc. 220 $64.9K 0.01% +1 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 220 $64.9K 0.04% 0 13F-HR/A Timeline Robbins Farley More: the full row for Robbins Farley 217 $64K 0.03% -3 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 207 $61K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 206 $60.7K 0.03% -324 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $59K 0.03% +50 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 200 $59K 0.04% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 200 $59K 0.04% -78 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $59K 0.02% -468 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 199 $58.7K 0.02% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 197 $58.1K 0.04% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 198 $58K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 197 $58K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 192 $56.6K 0.02% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 191 $56.2K 0.05% +33 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 183 $53.9K 0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 183 $53.8K 0.02% +10 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 172 $51K 0.01% -889 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 200 $49.7K 0.02% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 164 $48.2K 0.03% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 160 $47.2K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 157 $46.3K 0.03% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 152 $44.8K 0.02% +7 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 150 $44.2K 0.01% new 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 150 $44K <0.01% -75 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 149 $43.9K 0.03% +29 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 151 $43.8K 0.04% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 148 $43.6K 0.02% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 147 $43.3K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 147 $43.3K 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 147 $43.3K 0.02% +48 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 145 $42.7K 0.02% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 139 $41K 0.02% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 138 $40.6K 0.02% -29 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 245 $40.1K 0.45% +192 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 136 $39.6K 0.01% -58 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 134 $39.5K 0.03% +49 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 133 $39.2K 0.02% -99 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 131 $38.6K 0.02% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 125 $36.8K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 125 $36.8K 0.03% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 124 $36.5K <0.01% -7 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 127 $33.3K 0.03% +45 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 111 $32.7K 0.01% +51 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 111 $31.3K 0.02% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 106 $31.2K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 103 $30.5K 0.01% +1 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 100 $29.5K 0.02% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 100 $29K 0.02% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 100 $29K 0.01% -9 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 92 $27.1K 0.02% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 92 $27.1K 0.02% +65 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 90 $26.5K 0.03% -19 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 87 $25.6K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 86 $25.3K 0.01% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 85 $25.1K 0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 83 $24.6K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 83 $24.5K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 81 $23.9K 0.02% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 80 $23.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 76 $22.4K 0.01% +9 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 76 $22.4K 0.02% -35 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 75 $22.1K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 74 $21.8K 0.01% -1,156 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 69 $20.3K 0.42% -1 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 66 $19.5K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 65 $19.2K 0.01% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 63 $18.5K 0.02% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $18K 0.01% +23 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 60 $17.7K 0.02% -79 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 60 $17.7K 0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 58 $17.1K 0.02% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 58 $17.1K 0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 58 $17K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 55 $16.2K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 55 $16.2K 0.04% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 53 $15.6K 0.02% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 49 $14.4K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 48 $14.2K 0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 46 $13.6K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 45 $13.3K <0.01% +30 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $12.8K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 43 $12.7K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $12.7K 0.01% +7 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 40 $11.8K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 40 $11.8K <0.01% +20 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 40 $11K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 36 $10.7K <0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 35 $10.3K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 33 $9.73K <0.01% +9 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 33 $9.73K 0.02% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 31 $9.18K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 26 $7.66K <0.01% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 25 $7.37K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 25 $7.37K 0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 23 $6.7K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $5.9K <0.01% -4 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 16 $4.72K 0.23% +2 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 16 $4.72K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 16 $4.72K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $3.83K <0.01% -2 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13 $3.83K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 11 $3.24K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 10 $2.95K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 10 $2.95K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10 $2.95K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8 $2.36K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $1.75K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 485 $1.43K 0.06% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 4 $1.18K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 4 $1.18K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5 $1K <0.01% -25,580 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $659 <0.01% new 13F-HR/A Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1 $366 <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1 $295 <0.01% -1 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $295 <0.01% -17 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. BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,902,805 $1.9M +1,896,350 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.