Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,019 $386K 0.07% +722 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,005 $386K 0.05% -143 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,014 $386K 0.06% +465 13F-HR/A Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,956 $383K 0.03% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,941 $379K 0.16% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,930 $378K 0.2% -241 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,910 $376K 0.02% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,908 $375K 0.01% -170 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,900 $375K 0.26% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,871 $375K 0.1% +1,755 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,879 $373K 0.14% +182 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,878 $373K 0.26% -270 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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More: the full row for Hillman Capital Management, Inc. 3,739 $359K 0.23% -9 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,735 $359K 0.23% -105 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,714 $357K 0.03% -1,720 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,716 $357K 0.24% +275 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,710 $356K 0.08% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,708 $356K 0.02% +133 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,705 $356K 0.21% +203 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,701 $356K 0.01% -384 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,697 $355K 0.02% +2 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. 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LLC 3,266 $314K 0.04% -2 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,266 $314K 0.07% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,241 $311K 0.06% +55 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,239 $311K 0.21% +1,046 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,210 $311K 0.07% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,221 $309K 0.08% +102 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,208 $308K 0.14% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,203 $308K 0.2% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,201 $307K 0.17% +13 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,200 $307K 0.03% -33 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,199 $307K 0.01% -1,775 13F-HR Timeline Flavin Financial Services, Inc. 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More: the full row for Cambria Investment Management, L.P. 3,134 $301K 0.02% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,128 $300K 0.03% -6,980 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 3,125 $300K 0.22% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,121 $300K 0.04% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,118 $300K 0.08% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,114 $299K 0.04% -134 13F-HR Timeline Nicollet Investment Management, Inc. 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