STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,697 $326K 0.12% -3,239 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,730 $325K 0.02% -864 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,689 $324K 0.04% -7 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,688 $324K 0.15% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,687 $324K 0.01% -51 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,685 $323K 0.12% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,683 $323K 0.1% -22 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,676 $322K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,673 $321K 0.07% -22 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 1,670 $321K 0.24% 0 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 1,667 $320K 0.33% -130 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,664 $319K 0.09% 0 13F-HR Timeline Carson Advisory Inc. 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More: the full row for AMERIFLEX GROUP, INC. 1,589 $305K 0.15% -92 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,587 $305K 0.14% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,585 $304K 0.1% -481 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,584 $304K 0.11% +5 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,582 $304K 0.1% +6 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,577 $303K 0.07% +459 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,576 $302K 0.15% -1 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 1,575 $302K 0.29% -63 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,567 $299K 0.14% -41 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,556 $299K 0.18% +8 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,508 $298K 0.07% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,551 $298K 0.18% -8 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,550 $297K 0.03% +300 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,550 $297K 0.19% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,545 $297K 0.01% +47 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 1,535 $295K <0.01% 0 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,533 $294K 0.12% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,519 $292K 0.23% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,517 $291K 0.16% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,517 $291K 0.14% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,516 $291K 0.02% -159 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,513 $290K 0.2% -156 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,505 $289K 0.13% 0 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 1,501 $288K 0.14% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,501 $288K 0.13% -9 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,500 $288K <0.01% -7,400 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. 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More: the full row for Warwick Investment Management, Inc. 1,485 $285K 0.04% -22 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,486 $285K 0.08% -89 13F-HR/A Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,478 $284K 0.15% +173 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,474 $283K 0.02% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,473 $283K 0.08% new 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 1,455 $279K 0.16% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,452 $279K 0.05% +6 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,452 $279K 0.02% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,452 $279K 0.09% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,451 $278K 0.07% +250 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,445 $277K 0.02% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,439 $276K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,439 $276K 0.1% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,435 $275K 0.11% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,431 $275K 0.04% +6 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,430 $274K 0.12% 0 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,425 $273K 0.19% +10 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1,425 $273K 0.17% -43 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,415 $272K 0.22% +352 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,397 $268K 0.06% new 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 1,386 $265K 0.16% 0 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 1,383 $265K 0.18% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,378 $264K 0.04% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,322 $264K 0.18% +150 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,373 $263K 0.2% 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,371 $263K 0.2% -17 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,371 $263K 0.13% +1 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,364 $262K 0.02% +19 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,363 $262K 0.11% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,363 $262K 0.09% new 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 1,362 $261K 0.14% +108 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,361 $261K 0.03% +5 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,359 $261K 0.26% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,347 $259K 0.13% -244 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,345 $258K 0.04% -1 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,342 $258K 0.1% +5 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,340 $257K <0.01% -1,161 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,339 $257K 0.02% new 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,333 $256K 0.26% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,330 $255K 0.04% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,271 $255K 0.13% new 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,320 $253K 0.16% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,319 $253K 0.03% +5 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 1,319 $253K 0.12% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,319 $253K 0.04% +3 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 1,314 $252K 0.15% 0 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,310 $251K 0.26% +50 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 1,308 $251K 0.05% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,306 $251K 0.03% +259 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,305 $251K 0.02% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,304 $250K 0.17% +228 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,300 $249K 0.03% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,296 $249K 0.02% -6,363 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 1,290 $248K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,281 $246K 0.01% -2 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,280 $246K 0.04% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,280 $246K 0.11% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,276 $245K 0.2% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,275 $245K 0.02% -385 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,274 $245K 0.24% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,267 $243K 0.01% +206 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,266 $243K 0.11% +3 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 1,267 $243K 0.24% 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,264 $243K 0.14% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,261 $242K 0.06% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,257 $241K 0.04% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,254 $241K 0.03% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,252 $240K 0.02% +52 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,251 $240K 0.07% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,249 $240K 0.01% +16 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,244 $239K 0.04% -169 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,245 $239K 0.1% -436 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,245 $239K 0.1% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,240 $238K 0.01% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,236 $237K 0.05% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,232 $236K 0.02% +649 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,231 $236K 0.05% +2 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 1,216 $233K 0.08% -891 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,213 $233K 0.13% +1 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,236 $232K 0.09% -555 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,210 $232K 0.01% 0 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 1,206 $231K <0.01% -176 13F-HR/A Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,200 $230K 0.07% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,200 $230K 0.07% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,196 $230K <0.01% -484 13F-HR Timeline MCDONALD CAPITAL INVESTORS INC/CA More: the full row for MCDONALD CAPITAL INVESTORS INC/CA 1,195 $229K 0.02% 0 13F-HR Timeline LYRICAL ASSET MANAGEMENT LP More: the full row for LYRICAL ASSET MANAGEMENT LP 1,194 $229K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,192 $229K 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,186 $228K 0.01% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,120 $227K 0.02% +3 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,176 $226K 0.04% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,175 $226K 0.14% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,174 $225K 0.04% +98 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,107 $225K 0.07% -65 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 1,164 $223K 0.12% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,160 $223K 0.07% +1 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,161 $223K 0.02% -494 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,160 $223K 0.16% +40 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,159 $222K 0.04% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,159 $222K 0.01% -63 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,154 $221K 0.12% +26 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 1,153 $221K 0.03% new 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,150 $221K 0.05% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,143 $219K 0.05% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 1,141 $219K 0.01% +5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,140 $219K 0.02% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,140 $219K 0.03% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,139 $219K 0.02% -438 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,139 $219K 0.01% 0 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,136 $218K 0.01% +5 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,135 $218K 0.08% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,132 $217K 0.06% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,151 $216K 0.03% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,124 $216K 0.05% +4 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,124 $216K 0.22% +2 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,120 $215K 0.16% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,115 $214K 0.05% -8 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,115 $214K 0.03% +37 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,112 $213K 0.04% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,109 $213K 0.01% -131 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,107 $212K 0.02% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,107 $212K 0.16% -223 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,090 $209K 0.11% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,082 $208K 0.01% new 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,080 $207K 0.03% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,076 $206K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,075 $206K 0.02% +6 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,075 $206K 0.17% new 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,075 $206K 0.04% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,072 $206K 0.1% +1,062 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,070 $205K 0.03% -160 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,070 $205K 0.09% -161 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,062 $204K 0.01% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,062 $204K 0.39% +2 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,061 $204K 0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,060 $203K <0.01% 13F-HR Timeline Group