Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,530 $4.74M 0.43% +2,808 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 12,071 $4.74M 1.7% -59 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 16,521 $4.74M 3.21% -96 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 16,447 $4.72M 0.72% +445 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 16,444 $4.72M 0.44% -297,556 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 16,444 $4.72M 1.53% -1,711 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 16,415 $4.71M 0.91% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 16,415 $4.71M 1.32% -7,800 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 16,380 $4.7M 1.44% -388 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 16,365 $4.69M 0.76% -183 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,346 $4.69M 0.5% +268 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 16,340 $4.69M 0.25% -211 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 16,291 $4.67M 2.34% -844 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 16,287 $4.67M 2.24% -78 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 16,268 $4.67M 1.43% -225 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,254 $4.66M 0.22% +2,164 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,242 $4.66M 0.67% -465 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 16,230 $4.66M 0.16% +753 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 16,198 $4.65M 0.19% +453 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,168 $4.64M 0.46% +2,969 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 16,157 $4.63M 3.45% +323 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,132 $4.63M 0.64% +1,136 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 16,076 $4.61M 0.15% -139 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 16,065 $4.61M 0.84% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 16,065 $4.61M 2.04% +2,670 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 16,057 $4.61M 0.9% -78 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 16,042 $4.6M 0.17% -115 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 16,036 $4.6M 1.13% +2,683 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 16,009 $4.59M 0.2% -192 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 16,041 $4.59M 0.45% -2,573 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 16,002 $4.59M 2.84% +206 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 15,977 $4.58M 0.41% -249 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,967 $4.58M 0.81% -426 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 15,949 $4.58M 0.29% -1,184 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 15,945 $4.57M 2.41% -4 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15,910 $4.56M 0.58% -464 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 15,889 $4.56M 0.82% -35,491 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 15,882 $4.56M 1.9% -5,696 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 15,857 $4.55M 1.98% -886 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 15,802 $4.53M 0.81% -658 13F-HR Timeline Group CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 13,552 $4.53M 2.52% -1,595 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,772 $4.52M 0.24% -14,537 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 15,757 $4.52M 0.5% +231 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 15,750 $4.52M 4.38% -2,700 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 15,740 $4.52M 2.95% +700 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 15,738 $4.51M 1.28% -953 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 15,724 $4.51M 0.87% -422 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 15,720 $4.51M 0.9% -351 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 15,711 $4.51M 0.14% -1,364 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 15,705 $4.51M 0.97% +970 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 15,689 $4.5M 1.83% +545 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 15,676 $4.5M 1.71% +4,423 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 15,675 $4.5M 2.05% -63 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 15,639 $4.49M 0.47% -943 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 15,618 $4.48M 1.77% -1,310 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 15,614 $4.48M 1.02% +5,114 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 15,611 $4.48M 0.38% -1,243 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 15,540 $4.46M 0.92% -597 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 15,534 $4.46M 2.34% +60 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 15,503 $4.45M 0.55% -1,223 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 15,493 $4.44M 1.76% -156 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15,411 $4.42M 1.38% -96 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 15,388 $4.41M 0.96% -1,804 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 15,385 $4.41M 1.36% -1,505 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 15,368 $4.41M 1.05% +16 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 15,363 $4.41M 1.94% -708 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15,362 $4.41M 1.11% -724 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 15,332 $4.4M 1.03% -315 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 15,324 $4.4M 4.15% +2,224 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 15,319 $4.39M 0.31% +136 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 15,319 $4.39M 0.29% +11,610 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 15,287 $4.39M 0.66% -186 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 15,282 $4.38M 0.68% +4,868 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 15,280 $4.38M 0.98% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 15,253 $4.38M 1.29% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 15,235 $4.37M 0.77% 0 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 15,204 $4.36M 0.16% -15,703 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 15,202 $4.36M 0.03% +5,737 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 15,179 $4.35M 2.22% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 15,170 $4.35M 0.89% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 15,167 $4.35M 3.05% +125 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 15,159 $4.35M 2.81% -356 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 15,135 $4.34M 0.82% -3,000 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 15,113 $4.34M 0.82% -573 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 15,112 $4.34M 0.37% +45 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,098 $4.33M 0.58% +65 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 15,046 $4.32M 0.82% -960 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 14,995 $4.31M 4.06% +1,375 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 15,000 $4.3M 2.28% -435 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 14,999 $4.3M 5.8% 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 14,995 $4.3M 2% +2,226 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,970 $4.29M 0.32% +1,638 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 14,956 $4.29M 0.28% +102 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 14,951 $4.29M 0.5% -490 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 14,936 $4.28M 0.58% -206 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 14,924 $4.28M 1.53% -465 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,558 $4.28M 0.52% +1,452 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 14,921 $4.28M 2.91% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 14,914 $4.28M 0.36% -467 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,870 $4.27M 0.98% -570 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 14,858 $4.26M 3.1% +183 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,434 $4.26M 0.32% +390 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 14,832 $4.25M 4.06% -321 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 14,821 $4.25M 1.01% +169 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 14,817 $4.25M 1.8% +270 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 14,801 $4.25M 3.85% -1,313 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,790 $4.24M 0.49% -30 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 14,788 $4.24M 1.26% -6 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 14,766 $4.24M 2.79% -714 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 14,757 $4.23M 0.41% -26,900 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 13,485 $4.23M 0.38% -257 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 14,707 $4.22M 1.52% -4,109 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,697 $4.22M 0.81% +1,322 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 14,681 $4.21M 0.88% -83 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 14,657 $4.2M 1.59% -292 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 14,642 $4.2M 2.14% -233 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 14,600 $4.19M 1% -150 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,597 $4.19M 1.81% +53 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 14,585 $4.18M 1.93% -87 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 14,580 $4.18M 0.68% +423 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 14,574 $4.18M 2.68% -115 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 14,567 $4.18M 0.69% -931 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14,554 $4.17M 0.24% +4,152 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14,547 $4.17M 1.49% -75 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 14,516 $4.17M 1% -293 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 14,500 $4.16M 2.65% 0 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 14,498 $4.16M 1.1% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 14,490 $4.16M 0.52% -1,027 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 14,422 $4.14M 0.97% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 14,396 $4.13M 0.6% -180 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 14,360 $4.12M 1.27% -823 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 14,352 $4.12M 0.51% +184 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 14,308 $4.1M 1.79% -6 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,292 $4.1M 0.51% +672 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 14,291 $4.1M 1.68% -380 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,291 $4.1M 0.15% -271 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 14,282 $4.1M 1.83% -280 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,268 $4.09M 1.42% -354 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 14,215 $4.08M 0.69% -2,771 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 14,210 $4.08M 2.41% -395 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 14,201 $4.07M 2.17% +117 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,198 $4.07M 2.29% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 14,194 $4.07M 0.28% +496 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 14,148 $4.06M 0.66% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 14,122 $4.05M 0.26% +90 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,055 $4.03M 0.6% 0 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 14,053 $4.03M 0.52% -284 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 14,051 $4.03M 0.69% -302 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 14,046 $4.03M 3.73% -2,350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 12,826 $4.02M 1.69% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 13,992 $4.01M 0.38% +2,066 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,988 $4.01M 0.18% +1,921 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 13,960 $4M 2.86% -120 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 13,956 $4M 0.07% -944 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 13,957 $4M 2.07% -401 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 13,944 $4M 0.7% +16 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 13,919 $3.99M 2.33% -1,559 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 13,914 $3.99M 1.09% -92 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 13,894 $3.99M 1.45% +100 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 13,893 $3.99M 2.48% +5 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 12,593 $3.98M 3.45% -183 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,881 $3.98M 0.22% -1,179 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 13,860 $3.98M 0.32% -165 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 13,930 $3.97M 1.67% -517 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 13,841 $3.97M 1.08% +357 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,775 $3.95M 0.17% +2,100 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 13,771 $3.95M 1.23% -530 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 13,743 $3.94M 0.26% +1,373 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 10,258 $3.94M 0.48% +545 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 13,734 $3.94M 0.51% +191 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 13,722 $3.94M 0.88% -345 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,719 $3.94M 0.24% +551 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,719 $3.94M 0.14% -1,423 13F-HR Timeline AMERIFLEX GROUP, INC. 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