Tenzing Financial LLC More: the full row for Tenzing Financial LLC 3,299 $403K 0.28% +179 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 2,884 $403K 0.05% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,884 $403K 0.2% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,883 $403K 0.27% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 2,881 $402K 0.18% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,885 $402K 0.1% -433 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,878 $402K 0.11% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,877 $402K 0.03% new 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 2,876 $402K 0.04% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,873 $401K 0.11% -579 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 2,869 $401K 0.32% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,869 $401K 0.19% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,863 $400K 0.05% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,860 $399K 0.04% +636 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 2,858 $399K 0.03% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,857 $399K 0.04% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2,842 $397K 0.32% -95 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,840 $397K 0.03% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,834 $396K 0.03% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,931 $396K 0.05% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,830 $395K 0.09% new 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,829 $395K 0.17% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,813 $393K 0.23% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,811 $392K 0.03% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,811 $392K 0.15% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,800 $391K 0.1% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,799 $391K 0.07% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,798 $391K 0.22% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,798 $391K 0.04% new 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 2,797 $391K 0.22% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 2,795 $390K 0.24% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,794 $390K 0.11% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,791 $390K 0.06% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,789 $389K 0.21% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,544 $389K 0.06% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 2,787 $389K 0.24% new 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,780 $388K 0.33% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,777 $388K 0.06% new 13F-HR Timeline American Trust More: the full row for American Trust 2,772 $387K 0.03% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,763 $386K 0.07% -400 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,506 $385K 0.17% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,755 $385K 0.13% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,754 $385K 0.09% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,749 $384K 0.09% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,748 $384K 0.05% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,744 $383K 0.13% -15,489 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,745 $383K 0.18% +248 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,742 $383K 0.04% -1,493 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,738 $382K 0.1% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,736 $382K 0.22% +1,620 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,735 $382K 0.08% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,733 $382K 0.26% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,731 $381K 0.05% new 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 2,729 $381K 0.05% 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,743 $380K 0.06% -305 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,724 $380K 0.15% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,723 $380K 0.17% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,717 $379K 0.04% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,712 $379K 0.12% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,711 $378K 0.04% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,707 $378K 0.05% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,700 $377K 0.08% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,700 $377K 0.27% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,697 $377K 0.06% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,491 $376K 0.02% -5,814 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,750 $376K 0.23% -150 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,690 $376K 0.09% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,689 $375K 0.06% 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. 2,685 $375K 0.23% 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,056 $374K 0.13% -31 13F-HR Timeline Trust Co More: the full row for Trust Co 2,678 $374K 0.03% -1,500 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,677 $374K 0.04% new 13F-HR/A Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,675 $374K 0.1% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,672 $373K 0.1% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,669 $373K 0.19% new 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 2,668 $373K 0.01% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,655 $371K 0.18% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,651 $370K 0.02% new 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 2,650 $370K 0.06% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,648 $370K 0.07% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 2,648 $370K 0.3% -271 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 2,647 $370K 1.25% new 13F-HR Timeline Group F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 2,645 $369K 0.07% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. 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More: the full row for Financial Management, Inc. 2,548 $356K 0.29% new 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,546 $355K 0.33% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,543 $355K 0.08% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,539 $355K 0.07% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,534 $354K 0.13% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,532 $354K 0.42% 0 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 2,530 $353K 0.32% new 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 3,502 $353K 0.23% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,779 $353K 0.14% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,600 $353K 0.03% new 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,522 $352K 0.1% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 2,522 $352K 0.21% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,520 $352K 0.14% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,512 $351K 0.11% -4,332 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,510 $350K 0.11% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,509 $350K 0.06% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,508 $350K 0.04% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,504 $350K 0.2% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,500 $349K 0.16% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,500 $349K <0.01% new 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,500 $349K 0.06% 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,500 $349K 0.15% new 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 2,500 $349K 0.29% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,500 $349K 0.98% -7,500 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,498 $349K 0.09% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,495 $348K 0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,493 $348K 0.04% -395 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 2,489 $348K 0.11% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,486 $347K 0.05% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,485 $347K 0.06% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,483 $347K 1.06% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,473 $345K 0.06% -4,631 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 2,473 $345K 0.28% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,464 $344K 0.03% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,466 $344K 0.06% +34 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,461 $344K 0.16% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,458 $343K 0.06% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,451 $342K 0.09% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,450 $342K 0.03% new 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 2,450 $342K 0.07% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,455 $342K 0.09% +24 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 2,455 $342K 0.15% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,331 $342K 0.04% +636 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,443 $341K 0.08% new 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 2,442 $341K 0.17% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,439 $341K 0.04% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,439 $341K 0.08% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,437 $340K 0.07% -100,206 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,437 $340K 0.05% new 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 2,435 $340K 0.28% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,433 $340K 0.06% new 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,433 $340K 0.18% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,431 $339K 0.04% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,431 $339K 0.08% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,430 $339K 0.2% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,426 $339K 0.04% new 13F-HR/A Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,412 $337K 0.11% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,408 $336K 0.05% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,407 $336K 0.23% new 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,406 $336K 0.05% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 2,400 $335K 0.03% new 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,400 $335K 0.18% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,600 $335K 0.08% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,395 $335K 0.05% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,394 $334K 0.04% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,391 $334K 0.03% new 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,388 $333K 0.17% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 2,378 $332K 0.06% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,376 $332K 0.03% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 2,375 $332K 0.61% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,373 $331K 0.09% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,368 $331K 0.03% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,357 $329K 0.04% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,353 $329K 0.16% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,350 $328K 0.06% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,349 $328K -1,141 Timeline Whelan Financial More: the full row for Whelan Financial 2,347 $328K 0.09% new 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,575 $328K 0.17% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,345 $327K 0.14% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,343 $327K 0.01% -17,616 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,340 $327K 0.16% -2,650 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,337 $326K 0.04% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,335 $326K 0.13% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,334 $326K 0.03% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,334 $326K 0.01% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,333 $326K 0.14% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,328 $325K 0.06% -3,527 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,326 $325K 0.03% -154 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,327 $324K 0.13% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,320 $324K 0.1% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,318 $324K 0.2% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,316 $323K 0.1% new 13F-HR Timeline