First National Trust Co More: the full row for First National Trust Co 2,795 $1.44M 0.05% -721 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,791 $1.43M 0.57% -49 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,783 $1.43M 0.02% +132 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,763 $1.42M 0.09% +63 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,754 $1.41M 0.55% +172 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,737 $1.41M 0.16% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,734 $1.4M 0.05% +145 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,734 $1.4M 0.02% -317 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,723 $1.4M 0.19% +10 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,707 $1.39M 0.03% -3,274 13F-HR Timeline Group BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,707 $1.39M 0.48% -28 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,705 $1.39M 0.13% -118 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,696 $1.38M 0.05% +154 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,691 $1.38M 0.07% +151 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,685 $1.38M 0.09% -433 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,673 $1.37M 0.08% -1,627 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,671 $1.37M 0.07% +71 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,669 $1.37M 0.61% +64 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,669 $1.37M 0.11% -1,424 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,663 $1.37M 0.09% +10 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,657 $1.36M 0.19% +2,304 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,654 $1.36M 0.13% -44 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,651 $1.36M 0.44% +85 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,650 $1.36M 0.18% -59 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,646 $1.36M 0.13% -4 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,642 $1.36M 0.95% +20 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,637 $1.35M 0.14% +70 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,634 $1.35M 0.09% +162 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,631 $1.35M 0.22% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,629 $1.35M 0.12% -1,076 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,629 $1.35M 0.08% -25 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,627 $1.35M 0.36% -150 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,625 $1.35M 0.12% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,388 $1.34M 0.2% +75 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,615 $1.34M 0.09% +271 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,608 $1.34M 0.95% +1,577 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,588 $1.33M 0.86% -125 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,580 $1.33M 0.11% -1,839 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,578 $1.32M 0.29% +23 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,578 $1.32M 0.79% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,576 $1.32M 0.17% +117 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,574 $1.32M 0.18% 0 13F-HR/A Timeline PIAR LLC More: the full row for PIAR LLC 2,560 $1.31M 0.82% -100 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,553 $1.31M 0.15% +10 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,550 $1.31M 0.53% -150 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,545 $1.31M 0.1% -249 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 2,540 $1.3M 0.7% +1,000 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,536 $1.3M 0.35% +70 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,532 $1.3M 0.16% -29 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,522 $1.3M 0.84% +85 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,519 $1.29M 0.7% -1,910 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,516 $1.29M 0.13% +120 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,513 $1.29M 0.06% 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,512 $1.29M 0.47% +29 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,508 $1.29M 0.38% +28 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,507 $1.29M 0.14% -27 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,502 $1.29M 0.59% +47 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,493 $1.28M 1.08% -28 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,490 $1.28M 0.1% +50 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,486 $1.28M 0.29% +1,356 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,485 $1.28M 0.24% +45 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,481 $1.27M 0.57% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,480 $1.27M 0.39% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,478 $1.27M 0.14% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,475 $1.27M 0.62% +41 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,474 $1.27M 0.16% +22 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,473 $1.27M 0.2% +546 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,472 $1.27M 0.58% -595 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,464 $1.27M 0.46% +4 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,464 $1.27M 0.87% -1 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,450 $1.26M 0.07% +824 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,446 $1.26M 0.44% -23 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,443 $1.25M 0.2% -603 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,439 $1.25M 0.19% -96 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,436 $1.25M 0.32% -243 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,428 $1.25M 0.17% -65 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,425 $1.25M 0.09% +160 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,423 $1.24M 0.03% -142 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,422 $1.24M 0.15% +237 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,419 $1.24M 0.2% -401 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,414 $1.24M 0.07% +497 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,414 $1.24M 0.24% +141 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,412 $1.24M 0.05% -409 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,409 $1.24M 0.35% +94 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,399 $1.23M 0.06% +608 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,399 $1.23M 0.11% +43 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,395 $1.23M 0.26% 0 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 2,384 $1.22M 0.28% -540 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 2,380 $1.22M 0.03% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,376 $1.22M 0.41% +268 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,375 $1.22M 0.39% -3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,369 $1.22M 0.12% +21 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,367 $1.22M 0.19% -202 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,349 $1.21M 0.37% +43 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,347 $1.21M 0.23% -486 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 2,344 $1.2M 0.24% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,343 $1.2M 0.18% +87 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,342 $1.2M 0.29% -203 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,341 $1.2M 0.2% +113 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,340 $1.2M 0.37% -23 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,340 $1.2M 0.84% -179 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,318 $1.19M 0.22% -421 13F-HR Timeline Maren Capital LLC More: the full row for Maren Capital LLC 2,315 $1.19M 0.06% +230 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,311 $1.19M 0.43% +40 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,306 $1.18M 0.32% -51 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,295 $1.18M 0.1% +600 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,294 $1.18M 0.32% -1,140 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,290 $1.18M 0.33% +111 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,288 $1.18M 0.05% +372 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,284 $1.17M 0.06% +283 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,283 $1.17M 0.24% +58 13F-HR/A Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,053 $1.17M 0.7% +200 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,275 $1.17M 0.07% +1 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,269 $1.17M 0.29% +57 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,265 $1.16M 0.03% +555 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,264 $1.16M 0.05% -33 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,262 $1.16M 0.31% -13 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,261 $1.16M 0.31% -480 13F-HR/A Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,258 $1.16M 0.09% +203 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,257 $1.16M 0.31% -564 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,257 $1.16M 0.53% +7 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,789 $1.16M 0.42% +1,873 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,249 $1.15M 0.13% -45 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,132 $1.15M 0.65% +39 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,241 $1.15M 0.3% +179 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,241 $1.15M 0.07% -51 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,236 $1.15M 0.56% -250 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,236 $1.15M 0.08% +777 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 2,113 $1.15M 1.13% -200 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 2,229 $1.14M 0.48% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,226 $1.14M 0.62% +117 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,226 $1.14M 0.33% -109 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,222 $1.14M 0.23% -5,624 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,133 $1.14M 0.1% +224 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,214 $1.14M 0.32% +20 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,214 $1.14M 0.31% -2 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,213 $1.14M 0.24% +1,489 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,213 $1.14M 0.01% +474 13F-HR Timeline Group Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,212 $1.14M 0.75% -76 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,211 $1.14M 0.05% -8 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,209 $1.13M 0.19% +184 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,203 $1.13M 0.39% -111 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,202 $1.13M 0.02% +22 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,201 $1.13M 0.64% -52 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,192 $1.13M 0.25% +136 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,190 $1.13M 0.04% -1,105 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,188 $1.12M 0.12% +43 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,065 $1.12M 0.16% -45 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,179 $1.12M 0.33% -32 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,175 $1.12M 0.24% -3,301 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,173 $1.12M 0.11% -214 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,170 $1.11M 0.5% -63 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,167 $1.11M 1.36% +96 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,161 $1.11M 0.02% -32 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,160 $1.11M 0.07% +341 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 2,159 $1.11M 0.34% +198 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,159 $1.11M 0.67% -39 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,155 $1.11M 0.04% -18 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,152 $1.11M 0.81% -77 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,150 $1.1M 0.21% -300 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 2,148 $1.1M 0.6% +135 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,146 $1.1M 0.2% +1,480 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,144 $1.1M 0.42% +135 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,143 $1.1M 0.16% +653 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,143 $1.1M 0.98% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,139 $1.1M 0.05% +3 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,138 $1.1M 0.48% +17 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,137 $1.1M 0.34% +58 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,131 $1.09M 0.23% -3 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,130 $1.09M 0.11% +148 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,128 $1.09M 0.07% 0 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,127 $1.09M 0.27% -320 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,127 $1.09M 0.18% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,127 $1.09M 0.32% +67 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,124 $1.09M 0.25% +86 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,118 $1.09M 0.81% -66 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 2,033 $1.08M 0.64% +380 13F-HR Timeline Foster Group, Inc. 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