HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,106 $4.41M 0.06% -141 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,098 $4.4M 1.18% +102 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,097 $4.4M -40 Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,095 $4.4M 0.56% +153 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,087 $4.39M 0.71% +819 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,085 $4.39M 0.26% +476 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,080 $4.38M 0.97% -271 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,075 $4.38M 1.09% +144 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,074 $4.38M 1.1% +5 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,071 $4.38M 3.49% +65 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,071 $4.38M 0.84% -107 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,057 $4.36M 0.24% +30 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,045 $4.35M 2.54% 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,031 $4.33M 3.02% -303 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 4,031 $4.33M 5.82% +2,264 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 4,028 $4.33M 2.28% +188 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 4,025 $4.33M 2.29% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,007 $4.31M 0.21% -3,261 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,004 $4.3M 0.15% +191 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,004 $4.3M 0.08% +57 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 4,000 $4.3M 0.52% -15,000 13F-HR Timeline Group WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,000 $4.3M 0.35% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,998 $4.3M 1.01% -363 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,996 $4.29M 0.56% +14 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,993 $4.29M 0.85% -709 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,989 $4.29M 0.5% +2,427 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,986 $4.28M 0.23% +176 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,972 $4.27M 1.25% 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,963 $4.26M 0.19% +263 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 3,962 $4.26M 1.3% -73 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,959 $4.25M 0.57% +215 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,958 $4.25M 0.43% -317 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,941 $4.25M 0.28% -14 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,954 $4.25M 1.17% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 3,952 $4.25M 1.56% +30 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,951 $4.25M 1.49% +2 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,942 $4.24M 1.26% +38 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,935 $4.23M 0.58% +673 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,953 $4.23M 0.98% 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,926 $4.22M 1.69% 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 3,917 $4.21M -2,697 Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,915 $4.21M 1.38% -149 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,898 $4.19M 0.8% +2,730 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,897 $4.19M 1.39% -25 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,896 $4.19M 0.12% -2,283 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,895 $4.19M 0.18% -916 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,888 $4.18M 0.65% -3,392 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,877 $4.17M 0.43% -15 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,869 $4.16M 2.45% -10 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,862 $4.15M 1.68% +172 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,861 $4.15M 1.49% -90 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 3,860 $4.15M 1.7% +464 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,854 $4.14M 1.97% +145 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,846 $4.13M 0.26% +185 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 3,845 $4.13M 0.47% +325 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,840 $4.13M 0.56% +274 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,837 $4.12M 0.15% -64 13F-HR/A Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,837 $4.12M 0.83% -345 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,832 $4.12M 2.5% 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,831 $4.12M 2.1% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,829 $4.11M 2.82% -636 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,776 $4.11M 1.08% +1,872 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,932 $4.11M 0.56% 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,818 $4.1M 0.82% new 13F-HR Timeline Point Break Capital Management, LLC More: the full row for Point Break Capital Management, LLC 3,812 $4.1M 3.63% 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,879 $4.09M 0.34% -428 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 3,802 $4.09M 0.6% -260 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,797 $4.08M 0.41% +52 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,792 $4.08M 0.69% 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,792 $4.08M 0.84% +2,394 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,789 $4.07M 0.46% +74 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 3,783 $4.07M 2.04% +407 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,781 $4.06M 0.25% -5 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 3,766 $4.05M 0.48% +231 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,765 $4.05M 0.49% -1 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,760 $4.04M 0.08% -38 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,631 $4.02M 1.78% -2 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,731 $4.01M 0.3% +27 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,725 $4M 0.48% -109 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 3,724 $4M 0.51% -130 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,719 $4M 1.94% -28 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,715 $3.99M 2.55% +51 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,705 $3.98M 0.79% -126 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,705 $3.98M 1.06% -294 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,698 $3.97M 0.48% +883 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,693 $3.97M 1.38% +5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,691 $3.97M 0.54% +56 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,676 $3.95M 1.3% +651 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,673 $3.95M 0.14% +2,268 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,672 $3.95M 2.21% +292 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,666 $3.94M 2.32% -12 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,658 $3.93M 1.17% -55 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,651 $3.92M 0.17% +306 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,640 $3.91M 0.4% -655 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,639 $3.91M 0.26% -33 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,628 $3.9M 0.43% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,621 $3.89M 0.47% +20 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,602 $3.87M 1.8% -72 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 3,600 $3.87M 2.26% -123 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,598 $3.87M 0.87% -1,349 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,594 $3.86M 0.2% -190 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,590 $3.86M 0.18% +69 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,582 $3.85M 0.1% -101 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,582 $3.85M 0.03% -39 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 3,573 $3.84M 0.28% -169 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,559 $3.82M 1.2% -38 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,553 $3.82M 1.75% -82 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,551 $3.82M 0.53% +11 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,541 $3.81M 0.75% +1,391 13F-HR/A Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,536 $3.8M 0.46% +75 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,530 $3.79M 2.13% -149 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,561 $3.79M 0.84% +64 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,521 $3.78M 0.46% 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,516 $3.78M 2.97% 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,509 $3.77M 2.69% +4 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,502 $3.76M 1.71% +452 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,500 $3.76M 0.97% 0 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 3,491 $3.75M 2.74% +5 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,491 $3.75M 0.17% -419 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,485 $3.75M 2.2% -73 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,479 $3.74M 0.19% +5 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,476 $3.74M 0.12% -84 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,472 $3.73M 0.54% -412 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,470 $3.73M 0.23% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,466 $3.72M 0.24% -94 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,464 $3.72M 1.73% +1,041 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,457 $3.72M 0.05% -4,986 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,455 $3.71M 0.38% +167 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,440 $3.71M 0.88% +251 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,545 $3.68M 0.62% +414 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 3,425 $3.68M 1.4% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,410 $3.66M 0.87% +301 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,406 $3.66M 0.23% +46 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,405 $3.66M 0.63% +158 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,404 $3.66M 0.31% +2,516 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,398 $3.65M 1.9% -39 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,392 $3.65M 0.7% -312 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,389 $3.64M 1.03% -83 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,386 $3.64M 0.22% +636 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,378 $3.63M 0.15% +7 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,371 $3.62M 0.51% -86 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,371 $3.62M 0.96% +1,419 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,370 $3.62M 0.62% -150 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,367 $3.62M 1.36% -5 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,364 $3.62M 0.47% -96 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,363 $3.61M 0.98% +40 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,360 $3.61M 1.33% -35 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,350 $3.6M 0.45% +260 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 3,348 $3.6M 3.59% -4 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,346 $3.6M 0.88% -8 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,346 $3.6M 2.75% 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,346 $3.6M 0.17% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,345 $3.6M 1.25% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,339 $3.59M 0.33% +1 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,337 $3.59M 1.17% -26 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,337 $3.59M 0.35% -119 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,335 $3.58M 4.09% +2,101 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,334 $3.58M 0.59% -281 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,327 $3.58M 1.1% -47 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,320 $3.57M 0.56% -47 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,320 $3.57M 0.88% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,314 $3.56M 0.37% +11 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 3,311 $3.56M 0.05% -8,017 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,306 $3.55M 0.14% +272 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,303 $3.55M 1.06% +143 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 3,281 $3.53M 2.02% +1,690 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,273 $3.52M 0.79% -6 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,270 $3.51M 0.5% +21 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,265 $3.51M 0.98% +184 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,260 $3.5M 0.8% +47 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,253 $3.5M 0.35% +70 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,250 $3.49M 1.06% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,250 $3.49M 1.03% -46 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 3,151 $3.49M 2.63% -13 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,248 $3.49M 0.76% -59 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,244 $3.49M 0.84% -11 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,241 $3.48M 0.18% -70 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,240 $3.48M 0.64% +56 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,236 $3.48M 0.53% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,217 $3.46M 0.48% -52 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,214 $3.46M 0.28% +1,373 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,213 $3.45M 0.23% -96 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,210 $3.45M 1.69% -38 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,201 $3.44M 2.29% -99 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 3,200 $3.44M 2.16% -1,000 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,198 $3.44M 0.24% +452 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,195 $3.43M 0.43% -56 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,190 $3.43M 0.92% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,188 $3.43M 0.18% 0 13F-HR Timeline Group AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,184 $3.42M 1.34% -1 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,183 $3.42M 0.22% +83 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,177 $3.41M 0.2% +196 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 3,174 $3.41M 0.07% +1,083 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,173 $3.41M 0.67% +22 13F-HR Timeline Mission Creek Capital Partners, Inc. 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