Wellment Financial More: the full row for Wellment Financial 5,767 $1.45M 1.65% +229 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,766 $1.45M 0.15% -4,628 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,763 $1.45M 1.11% +107 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,762 $1.45M 0.8% -1,204 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,759 $1.45M 0.16% +169 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,744 $1.45M 0.08% -409 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,380 $1.44M 1.18% -387 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,732 $1.44M 0.09% -292 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,727 $1.44M 0.32% -6,457 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,722 $1.44M 0.27% +186 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,721 $1.44M 0.17% +2,692 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,719 $1.44M 0.07% +720 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,717 $1.44M 0.34% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,708 $1.44M 0.18% -255 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,707 $1.44M 0.55% +521 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,702 $1.43M 0.17% -186 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,697 $1.43M 0.55% -1,551 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 5,697 $1.43M 0.55% +3,424 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,695 $1.43M 1.09% new 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,691 $1.43M 0.15% -59 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,690 $1.43M 0.53% +17 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,670 $1.43M 0.16% +1,054 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,670 $1.43M 0.11% +2,713 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,664 $1.43M 0.52% +75 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,660 $1.42M 0.54% -10 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,655 $1.42M 0.13% -244 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,651 $1.42M 0.22% -477 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,648 $1.42M 1.15% -44 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,605 $1.41M 0.44% -47 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,599 $1.41M 0.01% -303,395 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,581 $1.4M 0.28% +675 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,576 $1.4M 0.07% -692 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,575 $1.4M 0.32% +2,154 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,575 $1.4M 0.16% -268 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,570 $1.4M 0.58% -302 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,565 $1.4M 0.62% +898 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,558 $1.4M 0.08% +2,030 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,543 $1.39M 0.96% -1,088 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,542 $1.39M 0.14% -847 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,542 $1.39M 0.48% -9 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,541 $1.39M 0.85% +50 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,539 $1.39M 0.4% +2 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,534 $1.39M 0.05% -3 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 5,528 $1.39M 0.53% -288 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,519 $1.39M 0.06% -557 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,514 $1.39M 0.16% +31 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,512 $1.39M 0.13% +3,872 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,508 $1.39M 0.05% -52 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,507 $1.39M 0.33% +4,308 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,506 $1.39M 0.15% +3 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,491 $1.38M 0.07% -713 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,490 $1.38M 0.81% -90 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,488 $1.38M 0.1% +179 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,482 $1.38M 0.52% -68 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,470 $1.38M 0.25% +45 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,469 $1.38M 0.35% -361 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,460 $1.37M 0.19% -490 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,451 $1.37M 0.85% +14 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,460 $1.37M 0.01% +264 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 5,446 $1.37M 0.33% -1 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,439 $1.37M 0.39% -791 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 5,438 $1.37M 0.17% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 5,446 $1.37M 0.04% -29 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,975 $1.37M 1.41% -2,625 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,435 $1.37M 0.37% -183 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,424 $1.36M 0.48% -41 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,423 $1.36M 0.41% +14 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,414 $1.36M 0.81% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,407 $1.36M 0.63% -463 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,397 $1.36M 0.69% +1,544 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 5,395 $1.36M 0.14% -140 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,386 $1.36M 0.12% -6 13F-HR/A Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,386 $1.36M 0.33% -13 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,382 $1.35M 0.21% -412 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,369 $1.35M 0.65% -1,220 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,368 $1.35M 0.23% -5,459 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,358 $1.35M 0.3% +494 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 5,335 $1.34M 0.17% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,420 $1.34M 0.37% 0 13F-HR Timeline Almanack Investment Partners, LLC. 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More: the full row for CORDA Investment Management, LLC. 5,318 $1.34M 0.08% +44 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,312 $1.34M 0.02% -182 13F-HR Timeline Group PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 5,307 $1.34M 1% -35 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 5,302 $1.33M 0.91% +208 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,302 $1.33M 0.79% -24 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,301 $1.33M 0.13% -20 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,299 $1.33M 0.3% +26 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,291 $1.33M 0.21% -150 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 5,289 $1.33M 0.72% +423 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,267 $1.33M 1.06% -46 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,275 $1.32M 0.11% +41 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 5,261 $1.32M 0.32% -340 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,259 $1.32M 0.18% +359 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,258 $1.32M 0.43% +1,237 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 5,251 $1.32M 1.2% -18 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,232 $1.32M 0.72% +161 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,227 $1.32M 0.21% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,225 $1.31M 0.36% -1,192 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,219 $1.31M 0.06% +574 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,209 $1.31M 0.13% +1,032 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,144 $1.31M 0.27% +171 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,199 $1.31M 0.06% -10 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,199 $1.31M 0.55% -315 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,181 $1.3M 0.7% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,177 $1.3M 0.71% +1,399 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,176 $1.3M 0.63% +303 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,171 $1.3M 0.23% +75 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,233 $1.3M 0.52% +190 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,152 $1.3M 0.49% +29 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,152 $1.3M 0.83% -18 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,145 $1.29M 0.78% -99 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 5,140 $1.29M 0.7% +54 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,134 $1.29M 0.43% +45 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,125 $1.29M 0.2% -51 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 5,116 $1.29M 0.5% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,112 $1.29M 0.51% -233 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,109 $1.29M 0.39% +122 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,103 $1.28M 0.08% -1,231 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,102 $1.28M 0.66% -37 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,092 $1.28M 0.38% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,081 $1.28M 0.43% +273 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,070 $1.28M 0.6% +384 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,070 $1.28M 0.23% -51 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,066 $1.27M 0.18% -495 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,047 $1.27M 0.23% +182 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 5,045 $1.27M 0.57% -381 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,034 $1.27M 0.28% +2,190 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 5,019 $1.26M 0.21% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,016 $1.26M 0.28% +23 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 5,002 $1.26M 0.32% +35 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 5,000 $1.26M 2.53% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 4,996 $1.26M 0.76% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,987 $1.25M 0.63% +8 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,983 $1.25M 0.16% +73 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,974 $1.25M 0.67% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,962 $1.25M 0.27% -166 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,960 $1.25M 0.2% -40 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,956 $1.25M 0.17% 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 4,955 $1.25M 1.27% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,952 $1.25M 0.29% -81 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 4,945 $1.24M 0.81% -13 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,944 $1.24M 0.08% +406 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,940 $1.24M 0.27% +83 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,940 $1.24M 0.53% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 4,927 $1.24M 0.16% -181 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 4,919 $1.24M 0.58% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,906 $1.23M 0.1% +33 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,906 $1.23M 0.25% -96 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,902 $1.23M 0.48% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,900 $1.23M 0.08% -8 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 4,897 $1.23M 0.26% -137 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,890 $1.23M 0.15% +10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,882 $1.23M 0.11% -304 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,874 $1.23M 0.75% -758 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,871 $1.23M 0.43% +86 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,867 $1.22M 0.2% 0 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 4,862 $1.22M 0.77% +39 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,909 $1.22M 0.57% -63 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,847 $1.22M 0.2% +18 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,845 $1.22M 0.06% +403 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,844 $1.22M 0.38% -211 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,841 $1.22M 0.26% -100 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,839 $1.22M 0.6% -103 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 4,837 $1.22M 1.19% 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,832 $1.22M 0.1% -300 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,827 $1.21M 0.16% +274 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,822 $1.21M 0.18% -1,597 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,819 $1.21M 0.61% +38 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,815 $1.21M 0.04% +142 13F-HR/A Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,815 $1.21M 0.65% +407 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,814 $1.21M 0.69% -43 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 4,806 $1.21M 0.81% +111 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4,797 $1.21M 0.53% +248 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 4,787 $1.2M 0.23% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,785 $1.2M 0.98% +215 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,782 $1.2M 0.48% +7 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,779 $1.2M 0.3% -2,222 13F-HR Timeline Bernicke Wealth Management, Ltd. 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