Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 5,196 $1.32M 0.7% +1,497 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 5,194 $1.32M 0.64% +806 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,184 $1.32M 0.93% +325 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 5,162 $1.31M 0.44% -2,599 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 5,153 $1.31M 1.22% +1,419 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 5,152 $1.31M 0.71% -547 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 5,150 $1.31M 0.56% -984 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,144 $1.31M 1.2% -419 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 5,136 $1.3M 1.06% -54 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 5,133 $1.3M 0.99% -495 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5,125 $1.3M 1.26% -264 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 5,121 $1.3M 1.05% -243 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 5,119 $1.3M 0.77% -29 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 5,117 $1.3M 0.46% -34 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,766 $1.3M 0.8% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,103 $1.3M 0.92% +55 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,102 $1.29M 0.04% +35 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 5,100 $1.29M 0.47% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,100 $1.29M 0.5% 0 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 5,092 $1.29M 1.04% -211 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,091 $1.29M 0.76% +472 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 5,073 $1.29M 0.43% 0 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 5,071 $1.29M 0.18% +2,307 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 5,060 $1.28M 0.9% +289 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5,050 $1.28M 0.57% +953 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 5,049 $1.28M 0.6% -400 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 5,021 $1.27M 21.81% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 5,019 $1.27M 0.31% -19 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 5,008 $1.27M 0.88% +508 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 4,969 $1.27M 1.11% -10 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 5,000 $1.27M 1.11% new 13F-HR/A Timeline Lane Generational LLC More: the full row for Lane Generational LLC 4,987 $1.27M 1.01% -17 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,980 $1.26M 0.37% +85 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 5,118 $1.26M 0.87% -3,511 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,279 $1.26M 0.74% -448 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,968 $1.26M 0.06% -65 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,965 $1.26M 0.31% -3,448 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 4,962 $1.26M 1.85% -54 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 4,957 $1.26M 0.62% -630 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,957 $1.26M 0.01% -5,141 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 4,956 $1.26M 0.76% -390 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 4,951 $1.26M 0.41% 0 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 4,943 $1.25M 0.93% -2,251 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 4,936 $1.25M 0.68% +8 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 4,931 $1.25M 0.58% +77 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 4,925 $1.25M 1.62% -592 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,919 $1.25M 0.95% +297 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 4,913 $1.25M 1.16% +724 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 4,905 $1.24M 0.11% -1,522 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,897 $1.24M 0.87% +198 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 4,896 $1.24M 0.86% +240 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 4,882 $1.24M 0.38% +310 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,878 $1.24M 0.24% -10,559 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,859 $1.23M 0.52% +28 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,857 $1.23M 0.46% +759 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 4,181 $1.23M 1.07% -93 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,855 $1.23M 0.49% -139 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,852 $1.23M 0.41% -15 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,847 $1.23M 0.73% -3 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,842 $1.23M 0.58% +324 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,833 $1.23M 0.17% -697 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,707 $1.23M 0.75% -12 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 4,829 $1.23M 0.16% -3 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 4,825 $1.22M 0.67% +24 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 4,816 $1.22M 0.71% +123 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,811 $1.22M 0.04% +201 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 4,469 $1.22M 0.76% +801 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,802 $1.22M 0.38% +2 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 4,800 $1.22M 0.02% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,787 $1.21M 0.32% +1,801 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 4,785 $1.21M 0.02% -10,194 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 4,762 $1.21M 0.63% -907 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,761 $1.21M 6.19% -51 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 4,756 $1.21M 1.05% -494 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,751 $1.21M 0.01% +77 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,745 $1.2M 0.39% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,742 $1.2M 0.38% +475 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,735 $1.2M 0.9% -23,284 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,732 $1.2M 0.53% -395 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,729 $1.2M 0.78% -149 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 4,729 $1.2M 0.58% 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,726 $1.2M 0.51% +568 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,722 $1.2M 0.32% -19 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 4,709 $1.19M 1.11% +46 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 4,702 $1.19M 0.37% -3,196 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 4,701 $1.19M 1.11% +23 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 4,700 $1.19M 0.31% +755 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,698 $1.19M 1.05% +126 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 4,676 $1.19M 0.65% new 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 4,664 $1.18M 0.86% +1,293 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,639 $1.18M 0.24% -156 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,635 $1.18M 0.77% -283 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 4,626 $1.17M 0.09% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 4,621 $1.17M 0.56% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 4,620 $1.17M 1.6% -5,177 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,606 $1.17M 0.33% +2,263 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,606 $1.17M 0.33% +1,570 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 4,602 $1.17M 0.34% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 4,600 $1.17M 0.52% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,600 $1.17M 0.31% +2,120 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 4,598 $1.17M 1.13% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 4,591 $1.17M 0.52% +200 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,616 $1.16M 0.95% +52 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 4,583 $1.16M 1.02% -9,337 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,579 $1.16M 0.79% -48 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 4,574 $1.16M 3.37% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,570 $1.16M 0.51% +2 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,563 $1.16M 0.84% -217 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 4,560 $1.16M 0.74% -300 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,554 $1.16M 1.05% +85 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,546 $1.15M 0.78% -415 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 4,542 $1.15M 1.19% -20 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,542 $1.15M 0.68% +122 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 4,521 $1.15M 0.7% -1,049 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 4,511 $1.15M 0.27% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,500 $1.14M 0.1% +2,500 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,496 $1.14M 0.76% -482 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 4,490 $1.14M 0.89% +573 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,486 $1.14M 0.76% -12 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 4,475 $1.14M 0.21% new 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 4,473 $1.14M 0.89% -58 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 4,469 $1.13M 0.98% -329 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 4,466 $1.13M 0.48% -1,553 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,461 $1.13M 0.31% -20 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4,460 $1.13M 0.46% -275 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 4,456 $1.13M 0.58% -70 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,453 $1.13M 0.15% -2,974 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,451 $1.13M 0.78% -1,890 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 4,450 $1.13M 1.03% -12 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 4,447 $1.13M 1.2% 0 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 4,442 $1.13M 1.11% +89 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 4,422 $1.12M 1.55% -3,288 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,421 $1.12M 0.9% -16 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,409 $1.12M 0.84% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 4,406 $1.12M 0.06% +391 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 4,406 $1.12M 0.36% -856 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,396 $1.12M 0.89% +3 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4,382 $1.11M 0.07% -377 13F-HR/A Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 4,376 $1.11M 1.26% +1,481 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 4,372 $1.11M 0.27% -380 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,369 $1.11M 0.29% +113 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,360 $1.11M 0.55% -5,576 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 4,341 $1.1M 1.14% +51 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,340 $1.1M 0.44% -52 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 4,340 $1.1M 0.45% +21 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 4,337 $1.1M 0.57% +1,106 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 4,327 $1.1M 1.28% -150 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,300 $1.09M 0.04% -11,700 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 4,277 $1.09M 0.51% +1,369 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,260 $1.08M 0.4% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,259 $1.08M 0.43% -403 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,246 $1.08M 0.82% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 4,240 $1.08M 0.25% -31 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 4,238 $1.08M 0.45% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 4,237 $1.08M 0.33% -314 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 4,235 $1.07M 0.92% +1,620 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 4,233 $1.07M 0.43% +351 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 4,226 $1.07M 1.36% +151 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 4,218 $1.07M 0.84% 0 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 4,203 $1.07M 0.48% -71 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 4,201 $1.07M 0.88% -30 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,200 $1.07M 2.49% +1,500 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 4,199 $1.07M 0.41% -478 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 4,196 $1.06M 0.5% 0 13F-HR/A Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 4,162 $1.06M 0.83% 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 4,160 $1.06M 1.37% -28 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 4,158 $1.06M 0.15% +100 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 4,151 $1.05M 0.88% 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,150 $1.05M 0.51% 0 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 4,141 $1.05M 0.05% +528 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,140 $1.05M 0.13% 0 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 4,134 $1.05M 1.02% -116 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 4,134 $1.05M 0.42% -152 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 4,126 $1.05M 0.28% 0 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 4,102 $1.04M 0.85% -182 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,089 $1.04M 0.52% +28 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,078 $1.03M 0.12% -28,454 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,074 $1.03M 0.88% -47 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 4,072 $1.03M 0.52% 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,063 $1.03M 0.32% +194 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 4,058 $1.03M 0.59% -723 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 4,052 $1.03M 0.01% -3,672 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 4,041 $1.03M 1.55% +211 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,040 $1.03M 0.9% +1,545 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 4,033 $1.02M 1% 0 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 4,021 $1.02M 0.85% -85 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,018 $1.02M 0.38% +4 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,015 $1.02M 2.1% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,006 $1.02M 0.7% -280 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 3,998 $1.01M 0.87% +133 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 3,976 $1.01M 5.62% new 13F-HR Timeline Group AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 3,711 $1.01M 0.65% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,966 $1.01M 0.66% -135 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 3,963 $1.01M 0.5% +504 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,954 $1M 0.72% -2 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 3,950 $1M 0.89% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,949 $1M 0.41% +2 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,946 $1M 0.87% +1 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3,943 $1M 0.48% new 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 3,930 $997K 0.35% -1,023 13F-HR Timeline