Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,133 $392K 0.16% -1 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,128 $391K 0.25% -49 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,128 $390K 0.07% +310 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,415 $390K 0.13% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,123 $389K 0.08% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,120 $388K 0.32% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,118 $387K 0.2% 13F-HR/A Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,117 $387K 0.2% +26 13F-HR Timeline Hendershot Investments Inc. 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More: the full row for Northern Capital Management, Inc. 1,050 $363K 0.19% +247 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,049 $363K 0.16% -488 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,049 $363K 0.18% -44 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,048 $363K 0.12% +63 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,047 $362K 0.09% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,046 $362K 0.19% 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,044 $361K 0.03% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,042 $361K 0.19% -50 13F-HR Timeline Verus Financial Partners, Inc. 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Financial Advisors, Inc. 960 $332K 0.28% 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 968 $332K 0.1% -84 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 958 $332K 0.15% +55 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 957 $331K 0.08% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 953 $330K 0.07% -257 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 949 $328K 0.19% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 948 $328K 0.04% -68 13F-HR/A Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 947 $328K 0.06% +334 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 946 $327K 0.24% -20 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 946 $327K 0.22% -390 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 939 $327K 0.07% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 943 $326K 0.18% +53 13F-HR Timeline Equita Financial Network, Inc. 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