Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,574 $654K 0.21% -92 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,281 $654K 0.24% -375 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 7,267 $652K 0.12% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,255 $651K 0.23% +4,472 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,240 $650K 0.41% -470 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,220 $648K 0.26% +154 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,214 $647K 0.07% -129 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 7,195 $646K 0.4% +130 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,552 $588K 0.08% -708 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,510 $584K 0.09% -450 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,502 $584K 0.19% +376 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 6,497 $583K 0.32% +782 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,468 $581K 0.11% +61 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,467 $580K 0.07% -829 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,328 $580K 0.26% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,451 $579K 0.1% -1,900 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,449 $579K 0.57% +1,001 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,446 $578K 0.14% -2,500 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,436 $578K 0.23% +379 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,431 $577K 0.03% +1,120 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,431 $577K 0.1% +277 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,429 $577K 0.07% +97 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,415 $576K 0.04% -257 13F-HR Timeline Crescent Sterling, Ltd. 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Mason LLC More: the full row for S.A. Mason LLC 6,024 $541K 0.29% +9 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 6,021 $540K 0.12% +136 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,020 $540K 0.11% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,017 $540K 0.07% +252 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,995 $538K 0.11% +24 13F-HR Timeline Ifrah Financial Services, Inc. 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Burns & Company, LLC 5,950 $534K 0.1% -351 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 5,935 $533K 0.21% -444 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,933 $533K 0.4% +27 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,930 $532K 0.17% -2,718 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,927 $532K 0.45% +440 13F-HR/A Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,926 $532K 0.78% 0 13F-HR Timeline Garde Capital, Inc. 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More: the full row for Bedel Financial Consulting, Inc. 6,537 $517K 0.07% +64 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 5,755 $517K 0.18% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,745 $516K 0.42% -533 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,741 $515K 0.27% -1,364 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,686 $515K 0.53% +344 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 5,909 $515K 0.04% -133 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,718 $513K 0.19% -76 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,695 $511K 0.05% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 5,688 $511K 0.14% +220 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,677 $510K 0.31% -690 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,666 $509K 0.08% new 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 5,660 $508K 0.01% -5,506 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,652 $507K 0.34% +69 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 5,642 $506K 0.39% 0 13F-HR Timeline Summit Financial Strategies, Inc. 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Sherr & Co., LLC 5,637 $506K 0.28% -585 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 5,623 $505K 0.06% +32 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 5,625 $505K 0.3% +2,500 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,615 $504K 0.12% -36 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,611 $504K 0.12% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,599 $503K 0.03% -8,235 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,597 $502K 0.17% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,597 $502K 0.12% +793 13F-HR Timeline Lakeshore Capital Group, Inc. 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