Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 207 $18.8K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 204 $18.5K <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 200 $18.1K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 200 $18.1K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 200 $18.1K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 200 $18.1K <0.01% 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 195 $18K 0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 195 $17.7K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 190 $17.2K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 186 $16.9K <0.01% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 180 $16.3K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 179 $16.2K <0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 170 $15.4K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 165 $15K 0.01% -24,780 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 160 $14.5K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 152 $14.1K 0.01% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 149 $13.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 147 $13.3K <0.01% +92 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 145 $13.1K <0.01% +97 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 46 $12.6K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 133 $12.1K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 130 $11.8K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $11.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 117 $10.6K <0.01% +62 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 115 $10.4K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 115 $10.4K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 110 $9.97K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 100 $9.06K <0.01% -100 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 96 $8.7K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 94 $8.52K <0.01% 0 13F-HR/A Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 93 $8.37K <0.01% -1,780 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 85 $7.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 75 $7K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 75 $6.84K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 70 $6.34K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 68 $6.16K <0.01% +25 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 67 $6.07K <0.01% +1 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 66 $5.98K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 66 $5.98K <0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 65 $5.89K <0.01% -1,334 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 60 $5.44K <0.01% 0 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 56 $5.11K <0.01% new 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 56 $5.07K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $4.53K <0.01% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 50 $4.53K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 50 $4.53K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 50 $4.53K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 50 $4.53K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 50 $4.53K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 48 $4K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 40 $3.62K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 37 $3.35K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 35 $3.17K <0.01% new 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 35 $3.13K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 28 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 33 $2.99K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 31 $2.76K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 30 $2.72K <0.01% new 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 21 $1.9K <0.01% +3 13F-HR/A Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 20 $1.81K <0.01% -30 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.81K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 20 $1.81K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 17 $1.54K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 16 $1.45K <0.01% new 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 14 $1.23K <0.01% +3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12 $1.09K <0.01% -14 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 12 $1K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $908 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $906 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10 $906 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $906 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9 $815 <0.01% -6 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8 $725 <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 8 $725 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 8 $725 <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4 $363 <0.01% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1 $91 <0.01% new 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 8,000 $725M +3,000 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,223 $31.5M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.