Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,510 $2.49M 2.3% -1 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,508 $2.48M 0.59% -19 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 2,347 $2.48M 4.05% -74 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,501 $2.48M 0.27% +321 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,500 $2.47M 0.7% +1 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,500 $2.47M 0.89% +20 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,496 $2.47M 1.3% -199 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,495 $2.47M 0.51% +24 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,484 $2.46M 1.8% -11 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,477 $2.45M 0.47% -91 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,477 $2.45M 0.43% -40 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,471 $2.45M 0.07% +211 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,470 $2.45M 1.83% +35 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 2,476 $2.44M 1.61% +176 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,462 $2.44M 0.16% +236 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,460 $2.44M 0.45% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,455 $2.43M 0.47% -25 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,451 $2.43M 1.92% 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,451 $2.43M 0.39% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,450 $2.43M 0.61% +31 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,448 $2.42M 0.04% -24 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,445 $2.42M 0.88% -58 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,443 $2.42M 0.49% +148 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2,441 $2.42M 1.14% +347 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 2,436 $2.41M 0.67% +13 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 2,434 $2.41M 0.61% +85 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,467 $2.41M 1.14% +67 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 2,429 $2.4M 0.33% 0 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,427 $2.4M 1.06% -272 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,623 $2.4M 0.75% +58 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,423 $2.4M 0.14% -251 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,414 $2.39M 0.61% +245 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,412 $2.39M 1.45% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,409 $2.38M 0.17% +1,171 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,407 $2.38M 0.22% +10 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,400 $2.38M 0.39% -411 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,397 $2.37M 1.29% +48 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,396 $2.37M 0.87% +197 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,392 $2.37M 0.9% -2,735 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,388 $2.36M 0.1% -151 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,386 $2.36M 0.14% +418 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,385 $2.36M 0.25% +14 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,384 $2.36M 0.18% +384 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,382 $2.36M 1.18% +4 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,378 $2.35M 0.9% -23 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,370 $2.35M 1.09% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,368 $2.34M 1.2% +132 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,366 $2.34M 0.3% +322 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,364 $2.34M 1.47% -52 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,360 $2.34M 0.32% -104 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,357 $2.33M 0.06% +294 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,354 $2.33M 0.24% +121 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,360 $2.33M 1.23% -19 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,347 $2.32M 0.68% +50 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,346 $2.32M 0.13% -171 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,345 $2.32M 0.92% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,340 $2.32M 0.21% +17 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,338 $2.31M 0.91% -1,131 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,335 $2.31M 0.79% -39 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,335 $2.31M 0.33% -50 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,335 $2.31M 1.11% -86 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,330 $2.31M 0.16% +2 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,420 $2.31M 0.66% -23 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,327 $2.3M 0.11% -156 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,319 $2.3M 0.25% -31 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,313 $2.29M +162 Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,311 $2.29M 0.1% -7,689 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,306 $2.28M 0.6% +1,667 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,305 $2.28M 1.05% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,425 $2.28M 1.05% -31 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,301 $2.28M 0.17% -415 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,427 $2.28M 1.84% -1,621 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,286 $2.26M 1.78% +43 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,285 $2.26M 0.42% +17 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,284 $2.26M 0.64% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,280 $2.26M 1.64% -2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,279 $2.26M 0.98% +628 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,276 $2.25M 0.49% -267 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,274 $2.25M 0.25% +184 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,270 $2.25M 0.33% +33 13F-HR/A Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,269 $2.25M 1.18% -999 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,266 $2.24M 0.8% +80 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,264 $2.24M 0.31% -421 13F-HR Timeline City State Bank More: the full row for City State Bank 2,264 $2.24M 0.7% -19 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,250 $2.23M 0.6% -33 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,250 $2.23M 0.69% +182 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,240 $2.22M 0.08% -549 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 2,225 $2.2M 0.58% +69 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,224 $2.2M 0.73% +92 13F-HR/A Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,224 $2.19M 0.87% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,173 $2.19M 0.53% -2 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,211 $2.19M 0.07% +80 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,202 $2.18M 1.1% +25 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,201 $2.18M 0.01% +100 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,200 $2.18M 0.51% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,199 $2.18M 0.1% -3,760 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 2,198 $2.18M 0.53% +752 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,198 $2.18M 0.43% +32 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,196 $2.17M 0.32% +469 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,194 $2.17M 0.05% -47 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,193 $2.17M 0.65% +93 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,192 $2.17M 0.48% +1,337 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,190 $2.17M 0.86% +1,652 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,187 $2.16M 1.16% +83 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,186 $2.16M 0.17% +85 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,177 $2.16M 0.19% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,176 $2.15M 2.14% -560 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,169 $2.15M 0.95% +15 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,165 $2.14M 1.42% +100 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,162 $2.14M 0.05% -241 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,160 $2.14M 0.71% -477 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,160 $2.14M 1.55% +9 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 2,155 $2.13M 1.23% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,152 $2.13M 0.76% -256 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,152 $2.13M 1% -251 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,151 $2.13M 1.57% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,149 $2.13M 0.25% +112 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 2,148 $2.13M 1.71% -2 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,139 $2.12M 0.37% +579 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,138 $2.12M 0.15% 0 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,134 $2.11M 0.39% +52 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,141 $2.11M 0.86% +31 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,128 $2.11M 0.31% +102 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,128 $2.11M 0.25% +129 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,127 $2.1M 0.59% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,122 $2.1M 0.8% +24 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,113 $2.1M 0.86% +60 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,111 $2.09M 0.06% +669 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,110 $2.09M 0.27% +23 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 2,110 $2.09M 1.11% -100 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,105 $2.08M 0.46% -31 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,102 $2.08M 0.66% +100 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,106 $2.08M 1.01% -165 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,096 $2.07M 0.15% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,088 $2.07M 0.1% +43 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,087 $2.07M 1.6% -30 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,087 $2.07M 0.55% -63 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,085 $2.06M 0.77% +501 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,080 $2.06M 0.99% +40 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,076 $2.06M 1.94% -463 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,075 $2.05M 0.97% -130 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,072 $2.05M 0.14% -74 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,067 $2.05M 0.31% +19 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,066 $2.05M 0.63% -120 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,063 $2.04M 0.39% +99 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,057 $2.04M 0.8% -1,312 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,148 $2.03M 0.8% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,052 $2.03M 1.95% +17 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,050 $2.03M 0.11% +400 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,044 $2.02M 0.12% +82 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,043 $2.02M 0.86% +102 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,042 $2.02M 0.2% +1,052 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,042 $2.02M 0.45% +43 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,037 $2.02M 0.7% +246 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,144 $2.01M 0.05% +1,509 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,032 $2.01M 0.24% -4 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,031 $2.01M 0.75% -36 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,026 $2.01M 0.09% -1 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,029 $2.01M 0.45% +18 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,024 $2M 0.42% +96 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,020 $2M 0.12% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,018 $2M 0.24% +189 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,015 $1.99M 1.24% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,014 $1.99M 0.57% +248 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,013 $1.99M 0.7% +81 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,000 $1.98M 1.37% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,000 $1.98M 1.54% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,994 $1.97M 0.06% +1,018 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,994 $1.97M 0.32% +100 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,991 $1.97M 0.31% +499 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,990 $1.97M 0.26% +27 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,989 $1.97M 1.95% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,988 $1.97M 0.28% -7 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,980 $1.96M 0.69% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,978 $1.96M 0.49% +80 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,977 $1.96M 1.21% +92 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,975 $1.96M 0.51% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,972 $1.95M 1.01% +14 13F-HR Timeline Broadway Wealth Solutions, Inc. 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