Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,277 $5.07M 0.37% +406 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 8,260 $5.06M 1.92% +1,549 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,238 $5.04M 0.71% +256 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 8,202 $5.02M 4.77% 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,191 $5.02M 1.95% 0 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 8,181 $5.01M 4.23% +199 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,116 $5.01M 0.27% -1,586 13F-HR Timeline Security National Bank More: the full row for Security National Bank 8,156 $4.99M 0.77% +10 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,134 $4.98M -5,423 Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,097 $4.96M 1.29% +1 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,085 $4.95M 1.47% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,083 $4.95M 0.09% +927 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,079 $4.95M 0.58% +392 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,068 $4.94M 0.87% -495 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,055 $4.93M 0.42% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,008 $4.9M 0.3% -32 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,901 $4.84M 0.48% +1,144 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,859 $4.84M 0.5% +296 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,820 $4.79M 0.35% -2,515 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,813 $4.78M 2.79% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,788 $4.78M 0.68% +66 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,806 $4.78M 1.04% +265 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,799 $4.78M 1.58% -51 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,786 $4.77M 0.56% +3,759 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,777 $4.76M 4.31% -134 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,737 $4.75M 0.56% +30 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,757 $4.75M 0.15% -9 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 7,757 $4.75M 3.24% +641 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 7,690 $4.71M 0.67% -824 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,681 $4.7M 0.38% +1,242 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,648 $4.68M 4.04% +158 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,628 $4.67M 1.5% -344 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,623 $4.67M 0.26% +1,615 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,609 $4.66M 0.4% -782 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 7,609 $4.66M 0.6% -3,739 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 7,603 $4.66M 2.51% +737 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,600 $4.65M 1.84% +40 13F-HR Timeline 25 LLC More: the full row for 25 LLC 7,590 $4.65M 1.58% -647 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,583 $4.64M 1.47% +1,115 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,569 $4.64M 1.71% -402 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,561 $4.63M 1.46% -3,750 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 7,511 $4.61M 2.2% +4,334 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,524 $4.61M 0.65% -449 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,514 $4.6M 0.8% -25 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,344 $4.6M 0.77% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 7,500 $4.59M 0.03% -172,767 13F-HR/A Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,499 $4.59M 0.04% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,488 $4.59M 1.13% -51 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,455 $4.57M 1.22% -506 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,445 $4.56M 2.66% +2 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,443 $4.56M 0.92% -330 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,422 $4.54M 1.17% +506 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,421 $4.54M 0.08% -2,290 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 7,410 $4.54M 0.14% +1,139 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,388 $4.52M 2.07% -228 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 7,366 $4.51M 0.61% +361 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,363 $4.51M 0.53% -1,892 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,361 $4.51M 0.7% -10 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,348 $4.5M 0.22% +474 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,345 $4.5M 0.77% -220 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,327 $4.49M 0.82% -98 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 7,316 $4.48M 2.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,810 $4.48M 1.89% +618 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,302 $4.47M 2.06% +44 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,300 $4.47M 1.63% +512 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,280 $4.46M 0.08% -96 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,244 $4.44M 0.01% +1,193 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,232 $4.43M 0.57% +326 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,226 $4.43M 3.72% +1,715 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 7,773 $4.42M 4.98% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 7,199 $4.41M 4.31% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,187 $4.4M 0.24% +430 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 7,181 $4.4M 0.05% -1,677 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,171 $4.39M 1.56% -168 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,134 $4.38M 0.08% +755 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,154 $4.38M 2.48% +27 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 7,121 $4.38M 0.83% +69 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,146 $4.38M 3.21% +125 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 7,134 $4.37M 2.65% +265 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,114 $4.36M 0.11% +1,093 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,103 $4.35M 0.41% -944 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,083 $4.34M 1.91% +34 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 7,076 $4.33M 0.9% +73 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,074 $4.33M 0.1% +420 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,052 $4.32M 1.13% -31 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,037 $4.31M <0.01% +161 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,030 $4.31M 0.39% -839 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,008 $4.29M 0.28% -100 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,006 $4.29M 0.2% -122,239 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,976 $4.27M 0.47% +2,638 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,975 $4.27M 1.65% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,965 $4.27M 2.27% +205 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 6,965 $4.27M 1.69% +879 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,940 $4.25M 2.68% -2,242 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,920 $4.24M 3.39% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,901 $4.23M 0.15% -50,975 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 6,891 $4.22M 1.69% -841 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,862 $4.2M 0.56% -1,293 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,859 $4.2M 1.23% +1 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,845 $4.19M 0.95% +104 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 6,838 $4.19M 2.25% +1,398 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,837 $4.19M 0.56% -86 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 6,815 $4.17M 0.55% -28,150 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,806 $4.17M 0.18% -59 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,805 $4.17M 1.3% -7 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,801 $4.17M 1.15% +38 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,789 $4.16M 1.92% +3,091 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 6,771 $4.15M 1.6% -97 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,763 $4.14M 3.86% +647 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,756 $4.14M 0.96% -436 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 6,753 $4.14M 2.61% -243 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 6,739 $4.13M 0.34% +4 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,730 $4.12M 2.87% -652 13F-HR/A Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,729 $4.12M 0.59% +159 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,703 $4.12M 1.95% +301 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,233 $4.11M 0.34% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,678 $4.09M 0.6% -3,071 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,668 $4.08M 0.97% +188 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,653 $4.07M 2.23% +823 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,641 $4.07M 1.5% -334 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,630 $4.06M 0.42% +727 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,607 $4.05M 1.3% +782 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,590 $4.04M 1.97% +438 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,570 $4.02M 0.26% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,550 $4.02M 0.41% -1,176 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,546 $4.01M 0.56% -8 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,523 $3.99M 0.28% +294 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,496 $3.98M 0.21% -170 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,425 $3.93M 0.89% -35 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,400 $3.92M 1.28% -94 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,392 $3.91M 0.47% -654 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 6,381 $3.91M 1.94% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,377 $3.9M 0.22% +138 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,360 $3.89M 1.41% -566 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,358 $3.89M 0.21% +16 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,348 $3.89M 0.08% -1,405 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,343 $3.88M 0.59% -492 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,314 $3.87M 0.34% +723 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 6,312 $3.87M 2.56% -145 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,302 $3.86M 0.26% +56 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,272 $3.84M 2.46% -2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,269 $3.84M 0.31% +27 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,250 $3.83M 0.32% -80 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,243 $3.82M 0.24% +354 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,241 $3.82M 2.9% +210 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,235 $3.82M 0.25% -122 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 6,217 $3.81M 1.25% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 6,214 $3.81M 0.58% -399 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 6,170 $3.78M 3.41% +247 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,169 $3.78M 0.12% +8 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,152 $3.77M 0.19% +32 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 6,138 $3.76M 1.83% +2 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 6,128 $3.75M 10.53% -44 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,120 $3.75M 0.08% +16 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,114 $3.74M 1% -515 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 6,072 $3.72M 1.21% +130 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,047 $3.7M 0.14% -11,411 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,032 $3.69M 0.08% +113 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 6,031 $3.69M 1.25% +991 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,029 $3.69M 0.83% +110 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 6,026 $3.69M 1.23% -8,938 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,022 $3.69M 0.52% +106 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,018 $3.69M 2.48% -149 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,016 $3.68M 0.52% -13 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 6,011 $3.68M 2.62% +577 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,981 $3.67M 0.32% +1,125 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,942 $3.67M 0.57% +2,875 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 5,994 $3.66M 1.7% -706 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,942 $3.65M 0.88% +86 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,931 $3.63M 0.08% +3,071 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5,898 $3.63M 0.51% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,882 $3.6M 1.42% -84 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,874 $3.6M 0.63% -120 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,866 $3.59M 0.92% +330 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 6,318 $3.59M 1.96% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5,859 $3.59M 0.47% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,853 $3.58M 1.02% +118 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,852 $3.58M 2.53% -243 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,844 $3.58M 0.71% +3,235 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,810 $3.57M 0.55% +2,085 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,803 $3.56M 0.36% +877 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 5,806 $3.56M 19.2% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,803 $3.55M 0.15% -34 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,802 $3.55M 0.87% +5,156 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,793 $3.55M 1.2% +418 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,776 $3.54M 0.06% -1,362 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,759 $3.54M 1.2% -267 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 5,756 $3.52M 1.43% +1 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 5,738 $3.52M 0.99% -223 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,753 $3.52M 0.31% +139 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,753 $3.52M 1.79% -177 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,736 $3.52M 1.27% -5,800 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 5,726 $3.51M 0.54% -11,970 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 5,713 $3.5M 1.11% +50 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,728 $3.49M 0.46% +3,175 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,678 $3.48M 2% +4,333 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,670 $3.47M 2.14% -522 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,665 $3.47M 0.3% -6 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,656 $3.46M 1.5% -49 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,632 $3.45M 0.88% +2,138 13F-HR Timeline