Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,222 $1.62M 0.65% +48 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,216 $1.62M 0.49% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,214 $1.62M 0.64% 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,210 $1.61M 0.2% +3 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,209 $1.61M 1.29% +322 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,208 $1.61M 0.16% +34 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,205 $1.61M 0.27% -130 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,202 $1.61M 1.28% +64 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,200 $1.61M 0.05% 0 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,200 $1.61M 0.31% +1,582 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,194 $1.61M 0.37% +299 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 3,193 $1.6M 0.2% +122 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,190 $1.6M 1.35% -550 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,187 $1.6M 0.05% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,185 $1.6M 1.04% +23 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,182 $1.6M 0.78% +91 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,177 $1.6M 0.99% +157 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,174 $1.6M 0.39% +823 13F-HR Timeline American Trust More: the full row for American Trust 3,170 $1.59M 0.13% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,169 $1.59M 1.2% +57 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,169 $1.59M 0.43% +216 13F-HR/A Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,166 $1.59M 0.65% -22 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,164 $1.59M 0.31% -98 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,162 $1.59M 0.22% +187 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 3,149 $1.58M 0.54% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,148 $1.58M 0.2% -14 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,144 $1.58M 0.57% +5 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,144 $1.58M 0.47% -66 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,134 $1.58M 0.22% -46 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,130 $1.57M 0.12% +221 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,129 $1.57M 0.66% -35 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,128 $1.57M 1.15% -14 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,281 $1.57M 0.25% +40 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,126 $1.57M 0.22% -187 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 3,125 $1.57M 0.69% +148 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,124 $1.57M 3.22% -5 13F-HR/A Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,122 $1.57M 0.42% +154 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,119 $1.57M 1.21% -71 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3,118 $1.57M 0.95% -39 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,115 $1.57M 0.25% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,111 $1.56M 0.25% +285 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,202 $1.56M 1.12% +116 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,107 $1.56M 1.08% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,101 $1.56M 0.79% -4 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,098 $1.56M 1% +17 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,098 $1.56M 1.46% -64 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,097 $1.56M 0.17% -17 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,094 $1.56M 0.23% 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,091 $1.55M 0.15% +611 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,090 $1.55M 1.27% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,090 $1.55M 0.69% +395 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,080 $1.55M 1.08% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,079 $1.55M 0.66% +2,418 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,076 $1.55M 0.33% -11 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,074 $1.55M 0.29% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,074 $1.55M 0.28% +156 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,073 $1.54M 0.2% +179 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 3,072 $1.54M 1.25% 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,067 $1.54M 1.48% 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 3,066 $1.54M 0.22% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,061 $1.54M 0.57% +422 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 3,059 $1.54M 0.27% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,057 $1.54M 1.38% 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,056 $1.54M 1.68% 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,050 $1.53M 0.05% -629 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,050 $1.53M 0.23% -132 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,050 $1.53M 1.19% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,049 $1.53M 0.43% -244 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,048 $1.53M 1.18% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,047 $1.53M 0.46% -10 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,044 $1.53M 0.29% +9 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,043 $1.53M 0.42% -11 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,042 $1.53M 0.58% +284 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,041 $1.53M 1.55% +197 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,038 $1.53M 0.68% -331 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,037 $1.53M 0.39% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,037 $1.53M 1.46% 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,028 $1.52M 0.72% -80 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,026 $1.52M 0.2% -3,198 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,024 $1.52M 1.14% -13 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,021 $1.52M 0.33% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,021 $1.52M 0.85% +320 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,010 $1.51M 0.29% +394 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,007 $1.51M 0.22% -40 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,007 $1.51M 0.63% +37 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,004 $1.51M 1% +21 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 3,000 $1.51M 0.4% -2,100 13F-HR Timeline Group CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,000 $1.51M 2.21% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 3,000 $1.51M 0.05% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,999 $1.51M 0.39% +183 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,993 $1.5M 0.41% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,992 $1.5M 0.76% -936 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 2,989 $1.5M 0.56% -131 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,981 $1.5M 0.77% -155 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,981 $1.5M 0.44% -19 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,980 $1.5M 1.08% +65 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,978 $1.5M 0.18% -288 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,976 $1.5M 0.49% +2 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,974 $1.5M 0.66% -35 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 2,973 $1.49M 0.15% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,972 $1.49M 0.28% -10 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,971 $1.49M 0.21% -126 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,967 $1.49M 0.58% -20 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,965 $1.49M 0.82% -270 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,958 $1.49M 0.15% -79 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 2,956 $1.49M 1.63% 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,952 $1.48M 0.03% -150 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,947 $1.48M 0.74% +500 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,946 $1.48M 0.51% 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,942 $1.48M 0.19% +583 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,941 $1.48M 0.23% -471 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,939 $1.48M 0.36% 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 2,938 $1.48M 1.4% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,936 $1.48M 0.32% -733 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,936 $1.48M 0.38% 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,935 $1.48M 0.52% +83 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,926 $1.47M 0.45% +348 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,925 $1.47M 0.29% -99 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,924 $1.47M 0.2% +83 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,921 $1.47M 0.49% -4 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,921 $1.47M 1.41% 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,918 $1.47M 0.59% -90 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,915 $1.47M 0.31% +287 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,911 $1.46M 1.17% -10 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,937 $1.46M 0.71% +150 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,910 $1.46M 0.31% 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,909 $1.46M 0.57% +14 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,904 $1.46M 0.42% +50 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,904 $1.46M 0.19% +2,312 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,902 $1.46M 0.34% -237 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 2,900 $1.46M 0.57% -559 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 2,894 $1.45M 1.08% -55 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,894 $1.45M 0.5% -82 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 2,889 $1.45M 1.2% +35 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,886 $1.45M 0.24% -334 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,886 $1.45M 0.06% +10 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 2,884 $1.45M 0.21% -21,740 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,884 $1.45M 1.28% 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,883 $1.45M 0.2% +303 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,874 $1.44M 0.89% +121 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,870 $1.44M 0.18% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,868 $1.44M 0.48% -147 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,868 $1.44M 0.28% 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 2,867 $1.44M 1.28% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,864 $1.44M 0.16% +100 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,862 $1.44M 1.4% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,860 $1.44M 0.83% -27 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,857 $1.44M 1.29% 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 2,854 $1.43M 1.52% +2,232 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,849 $1.43M 0.24% +212 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,842 $1.43M 0.37% -10 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,835 $1.43M 0.42% +29 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,832 $1.42M 0.17% +141 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,831 $1.42M 1.27% 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,829 $1.42M 0.57% -31 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,829 $1.42M 0.12% -698 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,828 $1.42M 0.27% -68 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,826 $1.42M 0.94% -367 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,825 $1.42M 0.38% +475 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,815 $1.41M 0.72% -12 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,812 $1.41M 0.19% +102 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,810 $1.41M 1.17% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,958 $1.41M 0.15% -4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,807 $1.41M 1.17% -246 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,805 $1.41M 0.34% +24 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 2,800 $1.41M 1.64% 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,795 $1.4M 0.34% -198 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,794 $1.4M 0.32% +1,842 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,793 $1.4M 0.82% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,791 $1.4M 0.43% 0 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 2,790 $1.4M 1.32% 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 2,787 $1.4M 0.26% +1,400 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 2,786 $1.4M 0.38% +101 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 2,780 $1.4M 1.09% -150 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,780 $1.4M 0.04% +995 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,778 $1.4M 0.2% -10 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,778 $1.4M 0.53% +29 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 2,773 $1.39M 1.15% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,767 $1.39M 0.09% +10 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,767 $1.39M 0.96% -4 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,874 $1.39M 0.92% +36 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 2,754 $1.39M 1.1% 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,757 $1.39M 0.59% +240 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,753 $1.38M 0.78% +1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,750 $1.38M 1.18% -12,247 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,748 $1.38M 0.56% +198 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,739 $1.38M 0.92% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,738 $1.38M 0.29% -9 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,728 $1.37M 0.21% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,724 $1.37M 0.24% -439 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,772 $1.37M 0.96% -24 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,718 $1.37M 0.85% +1 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,198 $1.37M 0.75% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,715 $1.36M 0.06% -3,114 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 2,715 $1.36M 1.27% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,714 $1.36M 0.2% -902 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,711 $1.36M 1.2% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,710 $1.36M 0.88% -50 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,707 $1.36M 1.36% -106 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,791 $1.36M 0.92% 13F-HR Timeline