Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 26,134 $4.56M 2.21% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 23,191 $4.56M 0.56% -1,598 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 23,101 $4.55M 3.41% -41,277 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 25,996 $4.53M 5.58% +1,180 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 25,936 $4.52M 1.14% +5,855 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 25,931 $4.52M 1.56% -403 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 25,919 $4.52M 2.9% +4,974 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 25,870 $4.52M 3.5% +784 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 25,901 $4.52M 1.64% -268 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 25,862 $4.51M 1.82% -13,308 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 25,853 $4.51M 1.8% +385 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 25,779 $4.5M 1.95% +131 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 25,753 $4.49M 2.91% +238 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 25,698 $4.48M 2.32% -278 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 18,995 $4.48M 2.24% +64 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 25,671 $4.48M 0.06% +3,032 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 25,667 $4.48M 1.57% -4,773 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 25,618 $4.47M 0.33% -223 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 25,592 $4.46M 4.08% +7,437 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 25,579 $4.46M 1.34% +8,170 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 25,572 $4.46M 2.2% +1,698 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 25,556 $4.46M 5.14% +1,016 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 25,548 $4.46M 0.73% -583 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 25,535 $4.45M 2.1% -3,276 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 25,515 $4.45M 3.37% +203 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 25,491 $4.45M 4.56% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 25,478 $4.44M 1.34% -974 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 25,460 $4.44M 3.02% -1,560 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 25,443 $4.44M 1.25% +1,669 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 25,410 $4.43M 1.38% +2,779 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 25,390 $4.43M 2.32% -28,646 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 25,367 $4.42M 1.01% -303 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 25,362 $4.42M 3.02% +779 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 25,345 $4.42M 1.75% -14 13F-HR/A Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 25,332 $4.42M 0.41% -169 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 25,268 $4.41M 1.8% -401 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 25,258 $4.4M 0.51% +43 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 25,231 $4.4M 2.5% -523 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 25,212 $4.4M 1.24% -202 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 25,200 $4.39M 4.34% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 25,192 $4.39M 0.57% +5,287 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 25,182 $4.39M 1.38% -10,976 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 25,183 $4.39M 1.36% -10,520 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 25,161 $4.39M 3.27% +647 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 24,569 $4.38M 1.66% +396 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 25,059 $4.37M 2.97% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 25,050 $4.37M 0.63% +146 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 25,006 $4.36M 1.93% +16,437 13F-HR Timeline Divisadero Street Capital Management, LP in group Divisadero Street Capital Man… More: the full row for Divisadero Street Capital Management, LP 25,000 $4.36M 0.2% new 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 24,999 $4.36M 0.97% +108 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 24,986 $4.36M 3.06% -73,100 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 24,975 $4.36M 2.77% -985 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 24,936 $4.35M 2.48% -1,840 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 24,900 $4.34M 0.56% -833 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 24,856 $4.33M 2.24% +900 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 24,851 $4.33M 0.69% -4,181 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 24,843 $4.33M 1.04% -264 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 24,833 $4.33M 1.43% +400 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 24,829 $4.33M 2.17% -1,770 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 24,814 $4.33M 0.19% +117 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 24,813 $4.33M 1.05% +490 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 24,807 $4.33M 2.36% +527 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 24,786 $4.32M 1.76% +1,648 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 24,783 $4.32M 0.5% +2,122 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 24,780 $4.32M 7.22% -30 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 24,761 $4.32M 0.29% -406 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 24,566 $4.32M 1.52% -163 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 24,469 $4.3M 2.89% +405 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 24,648 $4.3M 1.93% -2,101 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 24,633 $4.3M 1.59% +5,312 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 24,621 $4.29M 2.85% +13,437 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 24,607 $4.29M 0.87% -1,327 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 24,580 $4.29M 1.28% +910 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 24,575 $4.29M 1.76% +276 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 24,560 $4.28M 1.03% +2,105 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 24,544 $4.28M 1% +1,397 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 24,524 $4.28M 0.73% +4,192 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24,504 $4.27M 0.97% +2,886 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 24,468 $4.27M 4.37% -6,274 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 24,465 $4.27M 3.89% -583 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 24,463 $4.27M 1.75% +2,747 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 24,449 $4.26M 2.38% +593 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 24,428 $4.26M 2.48% +223 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 24,409 $4.26M 2.58% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 24,383 $4.25M 2.63% +79 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 24,340 $4.24M 1.56% +8,475 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 24,313 $4.24M 2.41% +1,215 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 24,312 $4.24M 1.41% -2,865 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 24,286 $4.24M 0.43% +5,106 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 24,270 $4.23M 1.8% +596 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 24,201 $4.22M 0.07% -955 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 24,190 $4.22M 2.64% +1,136 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24,180 $4.22M 1.3% 0 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 24,131 $4.21M 0.98% 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 24,121 $4.21M 1.4% +115 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 24,096 $4.2M 1.34% new 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 24,080 $4.2M +5,483 Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 24,067 $4.2M 1.15% +7 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 24,030 $4.19M 1.28% +1,829 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 24,020 $4.19M 2.6% +786 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 24,003 $4.19M 1.14% -117 13F-HR/A Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 23,975 $4.18M 2.2% +546 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 23,967 $4.18M 0.13% -9,918 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 23,964 $4.18M 3.7% +5 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 23,928 $4.17M 3.62% +685 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 23,904 $4.17M 6.21% -178,555 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 22,349 $4.17M 2.35% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 23,886 $4.17M 3.04% +6,693 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 23,885 $4.17M 0.7% -568 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 23,885 $4.17M 0.78% -20 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 23,874 $4.16M 0.49% -478 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 23,852 $4.16M 4.07% -858 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 23,852 $4.16M 1.57% +18,373 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 20,906 $4.16M 1.31% -311 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 23,835 $4.16M 1.16% +12,767 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23,813 $4.15M 0.51% -776 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 23,791 $4.15M 4.3% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 23,378 $4.15M 5.65% -204 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 23,775 $4.15M 0.63% -3 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 23,758 $4.14M 2.02% -629 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 23,733 $4.14M 0.72% +410 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23,718 $4.14M 0.23% +393 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 23,700 $4.13M 1.3% +124 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 23,661 $4.13M 2.36% -2,296 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 23,641 $4.12M 1.31% +230 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 23,634 $4.12M 1.04% +539 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 23,633 $4.12M 3.68% +2,473 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 23,629 $4.12M 0.45% +1,723 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 23,576 $4.11M 3.28% +3,576 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 23,519 $4.1M 0.3% -406 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 28,873 $4.1M 2.22% 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 23,456 $4.09M 0.79% +4,238 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 23,449 $4.09M 0.8% +2,262 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 23,416 $4.08M 1.6% +413 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 23,402 $4.08M 3.65% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 23,360 $4.07M 4% +1,490 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 23,340 $4.07M 3.03% -27,080 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 19,150 $4.07M 2.41% +11,281 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 23,320 $4.07M 1.7% +205 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 23,296 $4.06M 2.89% +97 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 23,283 $4.06M 3.86% +239 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 23,230 $4.05M 0.42% +211 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 23,208 $4.05M 0.1% +16,054 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 23,206 $4.05M 0.31% +1,383 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 23,204 $4.05M 2.76% -2,804 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 23,103 $4.04M 0.51% +20,000 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 23,159 $4.04M 1.85% -946 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 23,111 $4.03M 0.23% +1,165 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 23,088 $4.03M 0.3% -250 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 23,087 $4.03M 2.51% 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 23,084 $4.03M 4.11% -15,995 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 23,082 $4.03M 1.11% +5,680 13F-HR Timeline Group Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 23,054 $4.02M 1.48% 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 23,044 $4.02M 1.99% +920 13F-HR Timeline ANB BANK More: the full row for ANB BANK 23,033 $4.02M 1.62% +778 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 23,000 $4.01M 0.52% new 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 22,996 $4.01M 1.01% -1,273 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 22,913 $4M 0.29% +70 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 22,887 $3.99M 1.19% -835 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 22,869 $3.99M 0.31% +21,565 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 22,857 $3.99M 1.33% -10 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 22,837 $3.98M 0.52% +1,858 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 22,782 $3.97M 1.39% -963 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 22,750 $3.97M 1.51% +7,682 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 22,738 $3.97M 3.86% +1,629 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 22,714 $3.96M 0.81% +68 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 22,703 $3.96M 1.74% -2,196 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 22,696 $3.96M 3.4% +2,994 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 22,666 $3.95M 2.37% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 18,236 $3.95M 0.95% +2,041 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 22,479 $3.95M 3.1% +12,851 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 22,642 $3.95M 1.4% +568 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 22,623 $3.95M 1.41% 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 30,912 $3.94M 1.18% +10,838 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 22,584 $3.94M 1.19% -2,338 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 22,583 $3.94M 2.63% -46 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 22,575 $3.94M 0.86% +6,612 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 22,544 $3.93M 2.75% -2,835 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 22,510 $3.93M 0.2% +4,412 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 22,458 $3.92M 0.99% +420 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 22,458 $3.92M 2.57% -963 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 22,420 $3.91M 1.08% +8,200 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 22,345 $3.9M 0.8% -4,125 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 22,335 $3.9M 1.49% -2,021 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 22,302 $3.89M 0.17% +3,963 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 22,296 $3.89M 2.39% -3,766 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 22,256 $3.88M 0.38% -475 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 22,251 $3.88M 0.88% +173 13F-HR Timeline Vickerman Investment Advisors, Inc. 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