Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 13,145 $2.89M 0.33% +1,410 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,139 $2.88M 1.3% +354 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,137 $2.88M 0.62% -575 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,136 $2.88M 0.83% +165 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 13,118 $2.88M 0.56% -23 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 13,094 $2.88M 0.27% +453 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 13,079 $2.87M 1.13% -32 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 13,078 $2.87M 0.96% -174 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 13,068 $2.87M 0.33% +261 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 13,023 $2.86M 0.3% -408 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 11,478 $2.86M 0.83% +1,241 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 13,016 $2.86M 0.86% -108 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,003 $2.86M 1.67% +931 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 12,992 $2.85M 5.61% +5,029 13F-HR Timeline TLWM More: the full row for TLWM 12,971 $2.85M 0.51% +470 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 12,970 $2.85M 1.34% -281 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,952 $2.84M 0.63% -601 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,935 $2.84M 0.94% -839 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 12,934 $2.84M 1.66% +2,398 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,924 $2.84M 0.18% +2,994 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 12,915 $2.84M 0.29% +1,850 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 12,907 $2.83M 0.56% +2,280 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 12,884 $2.83M 1.27% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,880 $2.83M 0.26% +322 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12,853 $2.82M 0.41% -390 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 12,837 $2.82M 0.78% +535 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 12,837 $2.82M 0.89% +100 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 12,833 $2.82M 1% +149 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 12,823 $2.82M 1.69% +393 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 12,810 $2.81M 0.65% +2,169 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 12,805 $2.81M 0.78% -356 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,795 $2.81M 2.01% -103 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 12,771 $2.8M 0.95% +2,719 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,763 $2.8M 1.13% +23 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,748 $2.8M 0.08% +165 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 12,737 $2.8M 0.58% -35,195 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 12,732 $2.8M 0.31% +202 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 12,724 $2.79M 0.58% +2,134 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 12,718 $2.79M 3.23% +686 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,706 $2.79M 0.72% -31 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 12,681 $2.78M 2.17% -281 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 12,680 $2.78M 0.92% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 12,678 $2.78M 2.21% -2,871 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 12,677 $2.78M 1.12% +3,113 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 12,676 $2.78M 0.42% +95 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 12,675 $2.78M 4.1% +250 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 12,665 $2.78M 3.09% -21,307 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 12,882 $2.78M 0.63% -525 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 12,639 $2.78M 1.51% -1,555 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 12,628 $2.77M 2.2% -3,236 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 12,605 $2.77M 1.49% +970 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 12,570 $2.76M 0.75% +446 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 12,557 $2.76M 0.53% -463 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 12,528 $2.75M 0.5% +167 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 12,521 $2.75M 1.25% +20 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 12,500 $2.75M 0.52% new 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 12,500 $2.74M 0.67% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 12,492 $2.74M 2.62% 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 12,483 $2.74M 2.06% +147 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 12,460 $2.74M 0.1% +1,073 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,450 $2.73M 1.91% +126 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 12,444 $2.73M 0.93% -690 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,444 $2.73M 0.73% +1,354 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,409 $2.72M 1.05% +2 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 12,400 $2.72M 1.86% +10 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 12,380 $2.72M 1.04% -205 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 12,351 $2.71M 2.67% +500 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 12,342 $2.71M 0.4% +1,706 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 12,330 $2.71M 0.34% +6,449 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 12,328 $2.71M 0.85% -1,418 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 12,322 $2.71M 0.38% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 12,309 $2.7M 0.2% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 11,598 $2.7M 3.81% 13F-HR/A Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 12,301 $2.7M 1.75% +150 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 12,297 $2.7M 1.17% +1,300 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,285 $2.7M 0.59% +1,342 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,264 $2.69M 0.12% +40 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 12,256 $2.69M 0.42% +164 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 12,230 $2.69M 0.45% +2,701 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,224 $2.68M 0.31% +168 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12,216 $2.68M 0.67% +1,454 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 12,209 $2.68M 1.27% -21 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 12,203 $2.68M 1.53% +1,173 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 12,198 $2.68M 0.41% +696 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 12,414 $2.68M 2.01% -234 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 12,163 $2.67M 0.35% +7,074 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 12,163 $2.67M 0.37% +50 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 12,155 $2.67M 1.34% +287 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12,155 $2.67M 1.85% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 12,150 $2.67M 0.61% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 12,145 $2.67M 0.47% -8 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,144 $2.67M 0.71% -759 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,141 $2.67M 0.43% -16 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 12,138 $2.67M 1.43% +376 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 12,127 $2.66M 0.89% +3,681 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 12,092 $2.66M 0.31% -2,422 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 12,028 $2.64M 0.5% -11 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 12,022 $2.64M 0.35% +919 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 12,014 $2.64M 0.76% -2,529 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 11,998 $2.63M 1.93% -167 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 11,995 $2.63M 2.06% +410 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 11,981 $2.63M 0.68% +1,985 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 11,975 $2.63M 0.27% -270 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 11,968 $2.63M 1.08% +439 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 11,932 $2.62M 0.65% -376 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 11,920 $2.62M 1.73% +19 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,909 $2.61M 0.85% -116 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 11,908 $2.61M 0.82% +600 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 10,686 $2.61M 1.15% -11,004 13F-HR/A Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,885 $2.61M 0.44% -1,596 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,877 $2.61M 0.41% +577 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 11,875 $2.61M 0.36% -2,650 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 156,947 $2.6M 0.94% +1,056 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 11,846 $2.6M 0.56% -100 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 11,841 $2.6M 1.37% -187 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,937 $2.6M 1.16% -335 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 11,832 $2.6M 0.23% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 11,675 $2.6M 2.64% 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,825 $2.6M 0.39% -238 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 11,813 $2.59M +8,110 Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 11,805 $2.59M 1.75% -845 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 11,785 $2.59M 1.4% -225 13F-HR/A Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,781 $2.59M 1.79% +208 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 11,763 $2.58M 0.86% -911 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 11,753 $2.58M 2% -276 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 11,753 $2.58M 0.19% -436 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,745 $2.58M 1.84% +2,298 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,722 $2.57M 1.2% +318 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 11,710 $2.57M 2.03% -1,192 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 11,696 $2.57M 0.46% +55 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 11,688 $2.57M 0.45% +882 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 11,680 $2.56M 0.92% +915 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 11,658 $2.56M 0.93% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,634 $2.55M 0.67% +3,230 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 11,628 $2.55M 0.14% -378 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 11,603 $2.55M 1.3% +1,123 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 11,602 $2.55M 0.97% +485 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 11,575 $2.54M 0.62% +1,025 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 11,572 $2.54M 0.39% -2,903 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 11,561 $2.54M 0.54% -1,317 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 11,553 $2.54M 1.89% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,529 $2.53M 0.23% +809 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 11,519 $2.53M 0.63% +1,023 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 11,513 $2.53M 1.2% +503 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 11,509 $2.53M 0.11% -46 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 11,497 $2.52M 0.57% -196 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 11,478 $2.52M 1.4% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11,466 $2.52M 1.73% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,463 $2.52M 0.99% +29 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 11,459 $2.52M 2% +30 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,451 $2.51M 0.81% +159 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,447 $2.51M 0.3% -6,193 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 11,445 $2.51M 0.25% -10,241 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 11,436 $2.51M 0.88% -260 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 10,068 $2.51M 1.05% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 11,345 $2.49M 1.41% +1,044 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 11,337 $2.49M 1.39% +42 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,321 $2.49M 2.3% +1,765 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 11,319 $2.49M 1.3% +5,961 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 11,302 $2.48M 0.96% -20 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 11,284 $2.48M 0.28% +160 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,284 $2.48M 0.35% +101 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 11,280 $2.48M 0.67% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 11,267 $2.47M 0.4% -66 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 11,194 $2.47M 0.72% -584 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,258 $2.47M 0.23% +545 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 11,252 $2.47M 0.28% +414 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,240 $2.47M 1.62% -187 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,236 $2.47M 0.26% +1,937 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,223 $2.46M 2.02% +276 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 11,212 $2.46M 1.5% +513 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,188 $2.46M 0.34% +332 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 11,127 $2.46M 0.51% +797 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,169 $2.45M 1.81% -82 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 11,025 $2.45M 0.38% -23 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 11,163 $2.45M 1.91% +79 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 11,140 $2.44M 2.1% new 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11,126 $2.44M 0.71% +23 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 11,123 $2.44M 1.65% +495 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 11,122 $2.44M 0.55% -3,612 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 11,119 $2.44M 1.03% +8,249 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 11,114 $2.44M 1.96% -105 13F-HR/A Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 11,104 $2.44M 1.02% -546 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,099 $2.44M 0.25% +3,535 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 11,085 $2.43M 1.06% -385 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 11,084 $2.43M 1.16% +54 13F-HR Timeline Legacy Capital Group California, Inc. 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