STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 3,247 $680K 0.29% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,238 $679K 0.02% +112 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,760 $678K 0.44% -136 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 3,235 $678K 0.04% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,233 $677K 0.75% +8 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,233 $677K 0.56% +18 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,221 $675K 0.16% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,219 $674K 0.03% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,215 $674K 0.05% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,211 $673K 0.44% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,208 $672K 0.24% -815 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 3,200 $670K 0.12% -57 13F-HR Timeline BROGAN FINANCIAL, INC. 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More: the full row for Aldebaran Financial Inc. 3,045 $638K 0.78% +381 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,029 $635K 0.05% -96 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,019 $633K 0.93% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,019 $632K 0.16% -6 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,017 $632K 0.24% -54 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,016 $632K 0.42% +239 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,016 $632K 0.18% -115 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,014 $631K 0.61% +1,574 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,011 $631K 0.09% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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Co. More: the full row for Symphony Financial, Ltd. Co. 3,214 $558K 0.33% -10,368 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,662 $558K 0.15% +28 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,661 $558K 0.36% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,659 $557K 0.07% +150 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 2,659 $557K 0.16% -132 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,659 $557K 0.02% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,657 $557K 0.23% -79 13F-HR Timeline Mountain Hill Investment Partners Corp. 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