Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 473 $361K 0.02% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 473 $361K 0.11% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 472 $360K 0.01% new 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 471 $359K 0.07% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 471 $359K 0.07% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 470 $359K 0.02% -180 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 468 $357K 0.24% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 468 $357K 0.03% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 468 $357K 0.12% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 467 $356K 0.07% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 466 $356K 0.2% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 464 $354K 0.15% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 463 $353K 0.02% +67 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 463 $353K 0.34% 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 461 $352K 0.08% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 461 $352K 0.04% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 460 $351K 0.14% +8 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 460 $351K 0.02% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 460 $351K 0.03% -112 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 459 $350K 0.05% new 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 458 $350K 0.24% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 456 $348K 0.12% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 456 $348K 0.03% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 455 $347K 0.02% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 454 $346K <0.01% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 454 $346K 0.05% -48 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 454 $346K 0.04% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 453 $346K 0.13% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 452 $345K 0.06% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 450 $344K 0.01% -1,004 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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More: the full row for Reyes Financial Architecture, Inc. 447 $341K 0.19% -138 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 447 $341K 0.05% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 447 $341K 0.06% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,509 $340K 0.14% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 445 $340K 0.02% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 443 $338K 0.06% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 437 $337K 0.07% +5 13F-HR Timeline Bouchey Financial Group, Ltd. 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More: the full row for Paulson Wealth Management Inc. 435 $332K 0.07% -85 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 432 $330K 0.03% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 432 $330K 0.02% +82 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 431 $329K 0.02% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 431 $329K 0.64% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 431 $329K 0.1% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 430 $328K 0.13% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 429 $327K 0.19% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 428 $327K 0.1% -3,288 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 428 $327K 0.06% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 428 $327K 0.04% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 427 $326K 0.04% new 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 427 $326K 0.25% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 427 $326K 0.18% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,706 $325K 0.04% -280 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 426 $325K 0.08% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 425 $324K 0.03% +10 13F-HR/A Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 425 $324K 0.11% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 425 $324K 0.1% new 13F-HR Timeline Group Post Resch Tallon Group Inc. 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More: the full row for Argent Advisors, Inc. 410 $313K 0.08% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 410 $313K 0.09% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 410 $313K 0.16% -302 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 409 $312K 0.22% new 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 409 $312K 0.2% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 408 $311K 0.04% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 407 $311K 0.03% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 407 $311K 0.04% new 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 405 $309K 0.07% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 405 $309K 0.07% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 404 $308K 0.09% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 404 $308K 0.03% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 404 $308K 0.2% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 403 $308K 0.01% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,612 $308K 0.1% -341 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 402 $307K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 400 $306K 0.06% -32 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 400 $305K 0.07% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 400 $305K 0.12% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 399 $304K 0.02% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 400 $304K 0.1% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 398 $304K 0.07% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 398 $304K 0.11% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 397 $303K 0.12% -10 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 397 $303K 0.02% new 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 396 $302K 0.24% new 13F-HR/A Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 395 $301K 0.05% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 394 $301K 0.11% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 392 $299K 0.11% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 392 $299K 0.21% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 392 $299K 0.06% +38 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 391 $298K 0.07% new 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 390 $298K 0.08% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 389 $297K 0.07% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 389 $297K 0.05% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 389 $297K 0.16% new 13F-HR/A Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 389 $297K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,577 $296K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 388 $296K 0.23% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 387 $295K 0.08% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 386 $295K 0.13% new 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 386 $295K 0.2% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 386 $294K 0.05% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,480 $294K 0.04% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 383 $292K 0.01% new 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 383 $292K 0.2% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 383 $292K 0.08% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 382 $292K 0.03% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 382 $292K 0.1% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 382 $291K 0.04% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 380 $290K 0.07% -877 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 380 $290K 0.09% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 380 $290K 0.02% new 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 380 $290K 0.2% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 379 $289K 0.08% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 377 $288K 0.1% new 13F-HR Timeline SOA Wealth Advisors, LLC. 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LLC. 371 $283K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 370 $282K 0.03% +120 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 370 $282K 0.27% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 370 $282K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 369 $282K 0.03% +318 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 368 $281K 0.04% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 367 $280K 0.03% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 365 $279K 0.13% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 364 $278K <0.01% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 364 $278K 0.06% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 363 $277K 0.07% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 362 $276K 0.06% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 361 $275K <0.01% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 360 $275K 0.02% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 360 $275K 0.08% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 360 $275K 0.08% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 357 $272K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 357 $272K 0.05% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 356 $272K 0.03% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 355 $271K 0.1% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 354 $270K 0.06% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 354 $270K 0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 353 $269K 0.05% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 352 $269K 0.07% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 352 $269K 0.1% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 352 $269K 0.08% -47 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 350 $267K 0.02% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 350 $267K 0.09% -525 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 350 $267K 0.09% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 350 $267K 0.14% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 349 $266K 0.08% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 342 $266K 0.08% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 346 $264K 0.05% new 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 346 $264K 0.13% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 346 $264K 0.15% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 344 $263K 0.01% new 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 341 $260K 0.12% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 340 $259K 0.06% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 340 $259K 0.15% new 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 339 $259K <0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 338 $258K 0.03% -286 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 337 $257K 0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 337 $257K 0.03% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 337 $257K 0.02% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 337 $257K 0.12% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 336 $256K 0.01% +53 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 336 $256K 0.01% new 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 335 $256K 0.12% new 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 335 $256K 0.15% 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,252 $255K 0.05% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 334 $255K 0.05% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 334 $255K 0.08% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 333 $254K 0.06% new 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 649 $253K 0.16% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 330 $252K 0.02% +50 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 330 $252K <0.01% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 330 $252K 0.1% new 13F-HR Timeline Group Sherry Group, Inc. More: the full row for Sherry Group, Inc. 338 $251K 0.25% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 328 $250K 0.15% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 328 $250K 0.08% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 328 $250K 0.1% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 327 $250K 0.14% -91 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 326 $249K 0.05% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 326 $248K 0.04% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 325 $248K 0.07% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 325 $248K 0.12% new 13F-HR Timeline