Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,205 $292K 0.14% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,201 $292K 0.09% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,200 $292K 0.06% -1,798 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,199 $292K 0.03% +384 13F-HR Timeline Taylor Financial Group, Inc. 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Retirement Advisors, LLC 2,123 $282K 0.08% +167 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,122 $281K 0.06% -58 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,118 $281K 0.11% +267 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,118 $281K 0.08% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,116 $281K 0.06% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,473 $280K 0.18% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,115 $278K 0.1% -510 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,093 $278K 0.02% -778 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,091 $277K 0.15% +2 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 2,091 $277K 0.15% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. 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Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,058 $273K 0.06% -928 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,143 $272K 0.15% -5 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,050 $272K 0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,050 $272K 0.12% -140 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,050 $272K 0.24% 0 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Mullaney, Keating & Wright, Inc. 1,899 $252K 0.17% -20 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,897 $252K 0.15% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,896 $252K 0.08% +2 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,893 $251K 0.26% -36 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,887 $250K 0.03% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,883 $250K 0.28% 0 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for Argent Advisors, Inc. 1,708 $227K 0.08% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,707 $226K 0.01% +8 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,705 $226K 0.2% -35 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,705 $226K 0.05% -181 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,700 $226K 0.25% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,700 $226K 0.1% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,698 $225K 0.17% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,695 $225K 0.04% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,695 $225K 0.05% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,693 $224K 0.03% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,692 $224K 0.12% -104 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,691 $224K 0.16% new 13F-HR Timeline CULTIVAR CAPITAL, INC. 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More: the full row for Harbor Group, Inc. 1,690 $224K 0.04% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,689 $224K 0.03% new 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,686 $224K 0.09% -51 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,685 $224K 0.03% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,684 $223K 0.1% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,682 $223K 0.07% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,680 $223K 0.12% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,678 $223K 0.04% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,672 $222K 0.03% new 13F-HR/A Timeline