Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,859 $1.34M 0.05% 0 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,856 $1.34M 0.1% -10 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,852 $1.34M 0.08% -14 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,835 $1.33M 0.26% +579 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,830 $1.33M 0.17% +100 13F-HR Timeline MOTCO More: the full row for MOTCO 2,828 $1.33M 0.14% -89 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 2,813 $1.32M 0.01% -496 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,811 $1.32M 0.13% +298 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,804 $1.32M 0.08% +1,381 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,790 $1.31M 0.06% -29 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,788 $1.31M 0.14% -364 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,788 $1.31M 0.02% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,782 $1.31M 0.23% -143 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 2,768 $1.3M 0.3% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,756 $1.29M 0.4% -182 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,752 $1.29M 0.28% +118 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,750 $1.29M 0.82% -1,338 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,745 $1.29M 0.14% -144 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,739 $1.29M 1.06% +300 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,734 $1.28M 0.19% +75 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2,724 $1.28M 0.56% +135 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,718 $1.28M 0.55% +8 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,708 $1.27M 0.05% -15 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,947 $1.27M 0.46% +47 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,700 $1.27M 0.17% -15 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,700 $1.27M 0.14% -110 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,699 $1.27M 0.02% -125 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,691 $1.26M 0.11% +1,701 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,686 $1.26M 0.07% +96 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,657 $1.26M 0.11% -1,027 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,672 $1.25M 0.14% -25 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,663 $1.25M 0.03% +612 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,641 $1.24M 0.08% -100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,638 $1.24M 0.06% +155 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,638 $1.24M 0.05% -221 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,631 $1.24M 0.02% -11 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,626 $1.23M 0.56% -277 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,623 $1.23M 0.81% -195 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,618 $1.23M 0.15% -248 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,617 $1.23M 0.45% +100 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,613 $1.23M 0.06% 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,604 $1.22M 0.77% -5 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,602 $1.22M 0.42% -22 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,600 $1.22M 0.54% -243 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,600 $1.22M 0.81% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,600 $1.22M 0.08% +137 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 2,595 $1.22M 0.36% -131 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,583 $1.21M 1.23% +48 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,577 $1.21M 0.62% -439 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,564 $1.2M 0.89% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,553 $1.2M 0.14% +101 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,540 $1.19M 1.42% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,536 $1.19M 0.23% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,522 $1.18M 0.22% -77 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,514 $1.18M 0.11% +13 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,508 $1.18M 0.1% +109 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,507 $1.18M 0.28% -16 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,506 $1.18M 0.01% +67 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 2,506 $1.18M 0.02% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,502 $1.17M 0.77% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,501 $1.17M 0.21% +771 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,550 $1.17M 0.12% +104 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,495 $1.17M 0.12% +112 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,429 $1.17M 1.32% +237 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,481 $1.16M 0.16% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,475 $1.16M 0.75% -107 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,465 $1.16M 0.07% -746 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,447 $1.15M 0.05% -51 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,438 $1.14M 0.07% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,433 $1.14M 0.14% -101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,433 $1.14M 0.56% -25 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,412 $1.13M 0.1% +298 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,409 $1.13M 0.03% +81 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,406 $1.13M 0.2% 0 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 2,402 $1.13M 0.23% +109 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,401 $1.13M 0.16% +1,218 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,397 $1.13M 0.34% +1,610 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,391 $1.12M 0.19% +575 13F-HR Timeline United Bank More: the full row for United Bank 2,389 $1.12M 0.46% -1,846 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,387 $1.12M 0.19% -25 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,382 $1.12M 0.11% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,378 $1.12M 0.51% -5 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,431 $1.12M 0.21% +670 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,375 $1.11M 0.09% +27 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,372 $1.11M 0.03% -145 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,362 $1.11M 0.22% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,360 $1.11M 1.09% -9 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,350 $1.1M 0.37% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 2,345 $1.1M 0.54% -137 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,343 $1.1M 0.15% +289 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,340 $1.1M 0.83% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,337 $1.1M 0.52% +245 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,333 $1.09M 0.31% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,319 $1.09M 0.09% -1,398 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,300 $1.08M 0.15% -1,079 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,305 $1.08M 0.35% +370 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,304 $1.08M 0.4% -661 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,304 $1.08M 0.62% -47 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,296 $1.08M 0.04% -90 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,293 $1.08M 0.3% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,291 $1.08M 0.42% -23 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 2,282 $1.07M 0.34% +260 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,275 $1.07M 0.04% +576 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,262 $1.06M <0.01% -295 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,258 $1.06M 0.1% -184 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,228 $1.06M 0.7% +29 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,251 $1.06M 0.37% -25 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,249 $1.06M 0.07% -7 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,245 $1.05M 0.07% -110 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,244 $1.05M 0.37% -21 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,235 $1.05M 0.77% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,225 $1.04M 0.27% +490 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,225 $1.04M 0.23% +534 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,265 $1.04M 0.07% -1,353 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,221 $1.04M 0.13% -168 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,220 $1.04M 0.27% +14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,217 $1.04M 0.05% +143 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,208 $1.04M 0.06% -273 13F-HR/A Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,211 $1.04M 0.02% +2,037 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,207 $1.04M 0.06% +341 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,205 $1.03M 0.11% +179 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,200 $1.03M 0.12% -132 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,200 $1.03M 0.09% +15 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,199 $1.03M 0.21% +427 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,190 $1.03M 0.08% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,180 $1.02M 0.15% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,179 $1.02M 0.08% -1 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,176 $1.02M 0.24% -290 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,170 $1.02M 0.07% -36 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,169 $1.02M 0.23% -2 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,168 $1.02M 0.04% +790 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,168 $1.02M 0.48% -70 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,150 $1.01M 0.28% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,149 $1.01M 0.62% -48 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 2,146 $1.01M <0.01% -2,841 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,134 $1M 0.47% -96 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,131 $1M 0.03% 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,115 $993K 0.74% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,114 $992K 0.19% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,111 $991K 0.1% -3 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,109 $990K 0.05% +24 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,106 $988K 0.21% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,105 $988K 0.06% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,087 $980K 0.24% +60 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,084 $978K 0.26% -157 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,081 $977K 0.08% +18 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,081 $977K 0.38% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,125 $976K 0.19% -57 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,076 $974K 0.02% -162 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,075 $974K 0.03% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,072 $973K 0.42% +15 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,065 $969K 0.31% +349 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,063 $968K 0.09% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,060 $967K 0.13% +153 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,054 $964K 0.38% +5 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,053 $964K 0.93% -20 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,052 $963K 0.07% -286 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,039 $957K 0.31% -274 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,035 $955K 0.08% +88 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,032 $954K 0.16% +31 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,032 $954K 0.19% +977 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,025 $950K 0.64% +4 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,024 $950K 0.79% +2 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,015 $945K 0.06% -53 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,013 $945K 0.06% +572 13F-HR Timeline McGowan Group Asset Management, Inc. 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