Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 706 $118K 0.06% -121 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 679 $113K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 668 $112K 0.03% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 667 $112K 0.06% 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 670 $111K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 646 $108K 0.03% -273 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 633 $106K 0.02% +200 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 635 $106K 0.06% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 631 $106K 0.04% +72 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 620 $104K 0.07% +15 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 619 $104K 0.2% +442 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 603 $101K 0.01% -45 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 587 $98.4K 0.07% 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 582 $97.5K 0.07% +481 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 570 $95.6K 0.06% +16 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 567 $95.1K 0.02% -19 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 561 $94.1K 0.05% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 559 $93.7K 0.07% -9 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 550 $92.2K 0.05% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 550 $92.2K 0.05% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 548 $91.8K 0.06% new 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 546 $91.5K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 543 $91K 0.05% +3 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 540 $90.5K 0.02% -16 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 535 $89.7K 0.08% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 527 $88.4K 0.05% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 552 $87.6K 0.07% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 511 $85.7K 0.08% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 509 $85.3K 0.08% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 501 $84K 0.03% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 496 $83.2K 0.01% -13 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 500 $83K <0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 483 $81K 0.05% +1 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 479 $80.3K 0.03% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 474 $79.5K 0.06% -1,124 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 474 $79.5K 0.06% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 468 $78.4K 0.01% +283 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 466 $78.1K 0.04% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 465 $78.1K 0.06% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 465 $78K 0.05% 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 461 $77.3K 0.07% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 456 $76.4K 0.06% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 443 $74.3K 0.07% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 441 $74K 0.06% 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 439 $73.7K 0.03% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 437 $73.3K 0.02% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 434 $72.8K 0.02% 13F-HR/A Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 433 $72.6K 0.03% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 431 $72.3K 0.05% +1 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 427 $71.6K 0.04% -29 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 419 $70.2K 0.04% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 408 $68.4K 0.06% -8 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 408 $68.4K 0.01% +2 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 407 $68.2K 0.04% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 406 $68.1K 0.04% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 406 $68.1K 0.06% 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 400 $67.1K 0.06% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 400 $67.1K 0.03% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 396 $66.4K 0.33% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 389 $65.2K 0.03% -33 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 387 $64.9K 0.06% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 376 $63K 0.04% +138 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 378 $63K 0.02% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 361 $60.5K 0.03% 0 13F-HR/A Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 360 $60.3K 0.04% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 352 $59K 0.04% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 346 $58.1K 0.03% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 330 $55.3K 0.02% +105 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 319 $53.5K 0.01% +2 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 314 $52.6K 0.03% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 312 $52.3K 0.02% 13F-HR/A Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 293 $49.1K 0.06% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 274 $45.9K 0.02% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 272 $45.6K 0.02% +2 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 270 $45.3K 0.02% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 270 $45.3K 0.04% 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 270 $45.1K 0.02% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 268 $44.9K 0.01% +243 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 265 $44.4K 0.03% -40 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 251 $42.1K 0.04% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 246 $41.2K 0.02% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 247 $41K 0.03% -4,498 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 243 $40.7K 0.03% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 238 $39.9K 0.07% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 235 $39.4K 0.02% -23 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 235 $39.4K 0.03% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 228 $38.2K 0.02% 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 228 $37.6K 0.02% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 209 $35K 0.03% 13F-HR/A Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 207 $34.6K 0.03% +101 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 200 $33.5K 0.02% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 200 $33.5K 0.03% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 200 $33.5K 0.03% 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 198 $33.2K 0.04% -264 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 196 $32.9K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 196 $32.9K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 194 $32.5K 0.01% +148 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 188 $31.4K 0.05% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 187 $31K 0.03% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 185 $31K <0.01% -1,508 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 17,034 $28.6K 1.01% +70 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 163 $27.4K 0.03% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 163 $27.3K 0.02% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 155 $26K <0.01% +140 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 155 $26K 0.01% +50 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 150 $25.1K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 144 $24.1K <0.01% +2 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 136 $22.8K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 135 $22.6K 0.03% +1 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 132 $22.2K 0.01% -9 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 132 $22.2K 0.01% -9 13F-HR Timeline Group ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 125 $21.6K 0.02% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 125 $21K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 123 $20.6K <0.01% -20 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 122 $20.5K 0.04% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 107 $17.9K 0.01% -50 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 106 $17.8K 0.02% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 100 $16.8K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 99 $16.6K 0.01% +24 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 98 $16.4K <0.01% +13 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 96 $16.1K 0.02% 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 94 $15.8K <0.01% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $11.7K 0.01% new 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 63 $11K 0.03% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 64 $10.8K 0.03% 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 63 $10.6K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 61 $10.2K 0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 61 $10.2K 0.44% -19 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 59 $9.91K 0.91% -59,168 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 56 $9.39K 0.01% 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 55 $9.22K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 50 $8.38K <0.01% -32 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 49 $8.17K 0.01% 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 36 $6K <0.01% new 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 33 $5.53K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 28 $4.69K <0.01% 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 26 $4.36K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 25 $4.19K <0.01% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 1,938 $3.25K 0.18% 0 13F-HR/A Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 17 $2.82K <0.01% new 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 16 $2.68K <0.01% -160 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 14 $2.36K <0.01% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 14 $2.35K <0.01% -30 13F-HR/A Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 13 $2.23K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 16 $2K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 10 $1.68K <0.01% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 10 $1.68K <0.01% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 229,814 $1.37K 0.2% +228,443 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 8 $1.34K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5 $839 <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4 $671 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $168 <0.01% -9,070 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $168 <0.01% 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,086 $1.02B -159 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,520 $255M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 39 $6.87M -41,011 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.