Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,485 $1.74M 0.52% -14 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,446 $1.73M 0.13% +1,634 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 6,442 $1.73M 0.09% -179 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,428 $1.72M 0.31% -3,925 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,413 $1.72M 0.13% +1,816 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,390 $1.71M 0.22% -349 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,379 $1.71M 0.33% +1,435 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 6,319 $1.7M 1.12% -184 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,314 $1.69M 0.12% +2,132 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,312 $1.69M 0.07% -4,163 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,308 $1.69M 0.19% -3,130 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,276 $1.68M 0.05% +177 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 6,222 $1.67M 0.49% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,161 $1.66M 0.16% +1,547 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,142 $1.65M 0.88% -739 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,140 $1.65M 0.9% +750 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,127 $1.64M 0.17% +4,410 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,100 $1.64M 0.17% -128 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,054 $1.62M 0.05% +74 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,039 $1.62M 0.04% +2,533 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,013 $1.61M 0.23% -40 13F-HR Timeline Group Lipe & Dalton More: the full row for Lipe & Dalton 6,005 $1.61M 0.8% -246 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 6,000 $1.61M 1.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 5,973 $1.6M 0.64% -35 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,953 $1.6M 0.4% -74 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 5,765 $1.59M +562 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,906 $1.58M 0.03% -3,019 13F-HR Timeline Group Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 5,891 $1.58M 1.33% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,887 $1.58M 0.1% +1,388 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,878 $1.58M 0.09% -1,067 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,832 $1.56M 0.06% -1,818 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,571 $1.56M 0.17% -250 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,817 $1.56M 0.57% -130 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,814 $1.56M 1.4% -209 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 5,813 $1.56M 0.38% +32 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,810 $1.56M 0.52% -21 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,797 $1.56M 0.15% +120 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,743 $1.54M 0.05% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,708 $1.53M 0.1% +218 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,005 $1.53M 0.04% -1,255 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,700 $1.53M 0.14% -368 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,698 $1.53M 0.1% -1,221 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,692 $1.53M 0.08% +891 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,425 $1.52M 0.37% -736 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 5,647 $1.52M 0.18% +1,129 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,643 $1.51M 0.12% +2,201 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,621 $1.51M 0.04% -700 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,588 $1.5M 0.37% -136 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 5,569 $1.49M 0.13% -2,455 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,558 $1.49M 0.19% -930 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,550 $1.49M 0.72% +850 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,539 $1.49M 0.08% -2,224 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,536 $1.49M 0.07% -370 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,529 $1.48M 0.05% -346 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,509 $1.48M 0.03% +858 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,488 $1.47M 0.33% -209 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,485 $1.47M 0.03% +462 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,468 $1.47M 0.26% +1,726 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,425 $1.46M 0.14% -355 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,447 $1.46M 0.25% +43 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,443 $1.46M 0.08% +234 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,439 $1.46M 0.1% -1,401 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,433 $1.46M 0.1% -164 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,427 $1.46M 0.48% +3,905 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,400 $1.45M 0.33% -500 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,397 $1.45M 0.02% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,388 $1.45M 0.04% +2,343 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,388 $1.45M 0.08% +2,524 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,330 $1.43M 0.41% -168 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,319 $1.43M 0.06% -643 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,325 $1.43M 0.14% -2,254 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,318 $1.43M 0.22% -946 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 5,300 $1.42M 0.01% -23,100 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,278 $1.42M 0.31% -784 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,267 $1.41M 0.05% +3,840 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,254 $1.41M 0.66% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,250 $1.41M 0.22% -376 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,249 $1.41M 0.03% +391 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,236 $1.4M 0.28% -690 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,236 $1.4M 1.32% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,227 $1.4M 0.02% -1,004 13F-HR Timeline Group Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 5,221 $1.4M 1.38% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,204 $1.4M 0.1% -2,249 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,194 $1.39M 0.08% -1,697 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,190 $1.39M 0.08% +255 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,187 $1.39M 0.38% -366 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,172 $1.39M 0.01% -15,278 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 5,170 $1.39M 0.51% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,165 $1.39M 0.12% -38 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,155 $1.38M 0.06% -820 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,129 $1.38M 0.05% -930 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,125 $1.38M 0.5% -3,498 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 5,116 $1.37M 0.11% -29 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 5,087 $1.36M -4,133 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,079 $1.36M 0.07% -1,165 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,065 $1.36M 0.1% -649 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,056 $1.36M 0.06% +620 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,054 $1.36M 0.61% +235 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,042 $1.35M 0.26% +3,867 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,035 $1.35M 0.68% +1,633 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,972 $1.33M 0.47% +49 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,971 $1.33M 0.13% +829 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,962 $1.33M 0.06% -260 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,961 $1.33M 0.45% +75 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,932 $1.32M 0.43% +377 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,903 $1.32M 0.16% -159 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,891 $1.31M 0.87% +15 13F-HR Timeline United Bank More: the full row for United Bank 4,888 $1.31M 0.44% +211 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,885 $1.31M 0.07% +1,784 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,824 $1.29M 0.04% -16 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,822 $1.29M +1,260 Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,791 $1.29M 0.5% -118 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,758 $1.28M 0.34% -3,425 13F-HR Timeline Fourier Capital Management Ltd More: the full row for Fourier Capital Management Ltd 4,737 $1.27M 1.35% 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,704 $1.27M 0.1% -6,641 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,729 $1.27M 0.07% +3,040 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,726 $1.27M 0.1% -2,677 13F-HR Timeline Group TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,375 $1.27M 0.04% -62,189 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,715 $1.27M 0.2% -4 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 4,715 $1.27M 0.18% -188 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,709 $1.26M 0.1% -23 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 4,707 $1.26M 0.62% -64 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,698 $1.26M 0.04% +148 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,664 $1.25M 0.69% -46 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,654 $1.25M 0.17% +238 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,652 $1.25M 0.02% +73 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,652 $1.25M 0.24% -71 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,635 $1.24M 0.26% -358 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,620 $1.24M 0.49% -100 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,608 $1.24M 0.08% -29 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 4,600 $1.23M 0.3% -15,681 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,585 $1.23M 0.38% -906 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,583 $1.23M 0.65% -2,025 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,573 $1.23M 0.35% -282 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,557 $1.22M 0.76% -417 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,555 $1.22M 0.02% -99 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,553 $1.22M 0.09% -14 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,550 $1.22M 0.36% 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,541 $1.22M 0.32% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,539 $1.22M 0.1% -103 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,531 $1.22M 0.13% -657 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,520 $1.21M 0.15% +240 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,520 $1.21M 0.31% +10 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,502 $1.21M 0.08% -7 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,195 $1.21M 0.1% -1,319 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,496 $1.21M 0.27% -6,242 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,490 $1.2M 0.04% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,471 $1.2M 0.14% +3,463 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,470 $1.2M 0.09% +274 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,465 $1.2M 0.08% -32,058 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,462 $1.2M 0.06% -2,151 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,428 $1.19M 0.88% -446 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,390 $1.18M 0.05% -1,363 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,376 $1.17M 0.09% +66 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 4,373 $1.17M 0.79% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,365 $1.17M 0.04% +826 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,336 $1.16M 0.43% 0 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 4,332 $1.16M 0.08% -90 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,298 $1.15M 0.2% +97 13F-HR/A Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,282 $1.15M 0.38% +1,688 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,275 $1.15M 0.05% +827 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,258 $1.14M 0.39% -782 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,256 $1.14M 0.26% -843 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,255 $1.14M 0.26% +984 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,246 $1.14M 0.75% +129 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,241 $1.14M 0.13% +2,796 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,238 $1.14M 0.02% -1,414 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,234 $1.14M 0.18% +1,101 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,214 $1.13M 0.16% -331 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,201 $1.13M 0.03% +1,942 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,197 $1.13M 0.22% +119 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,160 $1.12M 0.02% -144 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,177 $1.12M 0.07% -498 13F-HR Timeline ARVEST INVESTMENTS, INC. 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