DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 14,242 $2.66M 2.23% +411 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 14,228 $2.65M 2.65% 13F-HR Timeline Christensen, King & Associates Investme⦠More: the full row for Christensen, King & Associates Investment Services, Inc. 14,225 $2.65M 1.14% +774 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 14,224 $2.65M 0.32% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 14,202 $2.65M 0.48% -16 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 14,195 $2.65M 1.11% +4,272 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 14,185 $2.65M 0.9% +342 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 14,182 $2.65M 0.49% +945 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 14,172 $2.64M 0.81% -300 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 14,167 $2.64M 1.35% +1 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 16,721 $2.64M 0.82% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 14,148 $2.64M 0.54% new 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 14,131 $2.64M 0.72% -23 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 14,109 $2.63M 0.89% -210 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14,102 $2.63M 0.43% -99 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14,090 $2.63M 1.2% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 14,068 $2.62M 0.17% +2,646 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 14,067 $2.62M 0.47% +4,921 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 14,010 $2.61M 0.33% +206 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 14,000 $2.61M 2.27% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 13,973 $2.61M 1.46% -658 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 13,975 $2.61M 2.51% -877 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 13,972 $2.61M 1.25% -530 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 13,952 $2.6M 2.19% -631 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 13,901 $2.6M 2.29% 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,948 $2.6M 0.32% -400 13F-HR Timeline Group WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,877 $2.59M 0.26% -440 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 13,845 $2.58M 1.21% 13F-HR Timeline Hansen & Associates Financial Group, In⦠More: the full row for Hansen & Associates Financial Group, Inc. 13,355 $2.58M 1.08% +4,913 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 13,803 $2.58M 0.66% +1,858 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 13,771 $2.57M 1.98% +2,130 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 13,750 $2.57M 0.28% -3,097 13F-HR/A Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 13,734 $2.56M 0.34% -528 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 13,732 $2.56M 1.11% +2,600 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,727 $2.56M 0.55% +415 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,654 $2.56M 0.4% +3,769 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 13,675 $2.55M 0.29% +506 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 13,962 $2.55M 1.03% +2,156 13F-HR Timeline Smallwood Wealth Investment Management,⦠More: the full row for Smallwood Wealth Investment Management, LLC 13,664 $2.55M 1.31% +152 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,662 $2.55M 0.14% +36 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 13,634 $2.54M 1.93% +450 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 13,632 $2.54M 1.76% +37 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt⦠More: the full row for Absoluto Partners Gestao de Recursos Ltda 13,606 $2.54M 1.83% -4,501 13F-HR/A Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 13,580 $2.53M 0.24% -108 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 14,076 $2.53M 5.17% +721 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 13,543 $2.53M 1.83% +2,828 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 13,534 $2.53M 1.55% -671 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 13,531 $2.52M 1.48% -191 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 13,504 $2.52M 1% +1,068 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 13,589 $2.51M 0.81% +2,301 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 13,470 $2.51M 1.72% +180 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 13,454 $2.51M 0.72% -88 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 13,451 $2.51M 0.67% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 13,417 $2.5M 2.37% -544 13F-HR Timeline BRILLIANCE ASSET MANAGEMENT LTD More: the full row for BRILLIANCE ASSET MANAGEMENT LTD 13,414 $2.5M 1.33% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,339 $2.5M 0.23% +10,624 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 13,412 $2.5M 0.54% +737 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 13,400 $2.5M 0.61% -2,300 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 13,397 $2.5M 1.55% -768 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 13,393 $2.5M 0.06% -357 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 13,380 $2.5M 0.21% new 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 13,375 $2.5M 0.32% -275 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 13,369 $2.49M 1.31% -61 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 13,350 $2.49M 1.35% -2,962 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 13,334 $2.49M 2.45% +4,123 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 13,334 $2.49M 0.91% -336 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 13,326 $2.49M 2.25% -6,450 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 13,310 $2.48M 0.22% +82 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 13,300 $2.48M 0.22% +105 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 6,647 $2.48M 1.11% +2,645 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 13,223 $2.48M 1.57% 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 13,259 $2.47M 1.56% +67 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 13,249 $2.47M 1.35% +1,805 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 12,822 $2.47M 0.92% -45 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 13,227 $2.47M 1.28% +37 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 13,217 $2.47M 1.08% +69 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,202 $2.46M 0.21% -7,734 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 13,193 $2.46M 1.68% -126 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 13,519 $2.46M 0.89% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,166 $2.46M 1.58% +609 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 13,164 $2.46M 1.49% +273 13F-HR/A Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 13,144 $2.45M 1.81% +310 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 10,949 $2.45M 1.65% +415 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,505 $2.45M 0.83% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 13,127 $2.45M 1.42% +4,109 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,101 $2.44M 0.63% -21 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 13,096 $2.44M 2.11% +62 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 13,097 $2.44M 1.98% 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 13,051 $2.43M 0.62% -890 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 13,139 $2.43M 0.93% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 13,033 $2.43M 0.6% -3,950 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 13,025 $2.43M 2.2% 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 13,023 $2.43M 1.16% +4,642 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 13,018 $2.43M 0.18% +147 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,974 $2.42M 0.21% +470 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 12,953 $2.42M 1.2% -1,526 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 12,945 $2.42M 2.04% 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 12,938 $2.41M 0.96% +136 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 12,935 $2.41M 0.9% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 12,912 $2.41M 0.81% -276 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 12,908 $2.41M 0.05% -1,629 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 12,894 $2.41M 3.03% +1,386 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 12,887 $2.4M 0.81% -27 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 12,867 $2.4M 0.39% +461 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,812 $2.39M 0.59% +663 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 12,812 $2.39M 1.81% -193 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 12,801 $2.39M 0.33% -278 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 12,760 $2.38M 2.86% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 12,754 $2.38M 0.63% +4,306 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 13,057 $2.38M 6.19% -7,073 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 12,735 $2.38M 1.4% +3,234 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 12,735 $2.38M 2.59% +1,661 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 12,733 $2.38M 2.41% +1,720 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 12,721 $2.37M 0.29% +1,507 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 12,696 $2.37M 1.01% +733 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 12,523 $2.37M 0.54% +7 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 12,652 $2.36M 0.77% -376 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 12,636 $2.36M 0.44% -1,077 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 12,622 $2.36M 0.54% -1,081 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 12,620 $2.35M 1.83% +209 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,598 $2.35M 0.63% +1,036 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 12,592 $2.35M 0.65% -200 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,583 $2.35M 0.62% +2,297 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 12,550 $2.34M 1.02% -58 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 12,546 $2.34M 1.12% +447 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12,421 $2.32M 0.86% -676 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 12,417 $2.32M 1.65% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 12,408 $2.32M 0.82% +83 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 12,390 $2.31M 0.71% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 12,389 $2.31M 0.57% +485 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,382 $2.31M 0.99% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 12,376 $2.31M 0.75% -4,123 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 12,361 $2.31M 0.39% +451 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,338 $2.3M 0.35% +1,754 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 12,325 $2.3M 0.74% -1,103 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,319 $2.3M 1.33% +229 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 12,315 $2.3M 1.8% 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 12,306 $2.3M 1.3% -1,885 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 12,299 $2.29M 0.39% +545 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 12,290 $2.29M 0.41% -75 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 12,284 $2.29M 1.16% +1 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 12,271 $2.29M 0.63% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 12,247 $2.29M 1.04% +6,641 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 12,241 $2.28M 0.33% -316 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 12,234 $2.28M 2.02% -1,110 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 12,227 $2.28M 0.03% -2,200 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 12,198 $2.28M 0.35% -1,840 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 12,195 $2.28M 0.79% +195 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,191 $2.27M 0.61% -430 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 12,188 $2.27M 0.21% +770 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 12,187 $2.27M 1.58% +1,280 13F-HR/A Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 12,165 $2.27M 0.46% +84 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 12,137 $2.26M 1.06% +45 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 12,122 $2.26M 0.29% +6,322 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT⦠More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 12,108 $2.26M 0.31% -674 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 12,086 $2.26M 1.23% +115 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 12,073 $2.25M 1.29% -416 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 12,071 $2.25M 1.89% +2,381 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 12,069 $2.25M 1.06% +545 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,035 $2.25M <0.01% -194 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 12,024 $2.24M 1.51% -414 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS⦠More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 11,978 $2.24M 1.3% -95 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 12,005 $2.24M 0.65% +218 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 12,000 $2.24M 1.42% -3,000 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 11,992 $2.24M 1.08% +486 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 14,682 $2.24M 1.19% +2,590 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 11,954 $2.23M 1.9% -2,647 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 11,937 $2.23M 0.94% +509 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 11,900 $2.22M 1.28% -422 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,892 $2.22M 0.41% -98 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 11,871 $2.21M 0.7% -12,000 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 11,863 $2.21M 0.19% +226 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 11,850 $2.21M 0.57% +380 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 11,833 $2.21M 1.57% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11,824 $2.21M 1.02% -469 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 11,809 $2.2M 1.2% +755 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 11,770 $2.2M 1.33% -6,285 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,800 $2.2M 0.37% -2,676 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 11,784 $2.2M 0.58% -17 13F-HR Timeline Security Financial Services, INC. 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