Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,637 $1.55M 1.35% 13F-HR/A Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,628 $1.55M 0.87% -131 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,612 $1.55M 0.15% +685 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,604 $1.54M 1.86% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,596 $1.54M 0.43% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,582 $1.54M 0.32% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,582 $1.54M 0.06% -90 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,579 $1.54M 0.08% -12 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,564 $1.53M 0.49% -188 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 4,468 $1.53M 0.83% +662 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. 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More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 4,523 $1.52M 1.26% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,522 $1.52M 0.93% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,520 $1.52M 0.34% -2,016 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,519 $1.52M 0.36% -141 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,514 $1.51M 0.31% +141 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,506 $1.51M 1.04% +226 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,491 $1.51M 0.42% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,503 $1.51M 1.2% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,501 $1.51M 0.73% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 4,500 $1.51M 0.19% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,493 $1.51M 0.23% -373 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,486 $1.5M 0.25% -77 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,482 $1.5M 0.17% -31 13F-HR Timeline Group Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,481 $1.5M 0.99% 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,405 $1.5M 0.19% +2,088 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,467 $1.5M 0.37% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,456 $1.49M 0.82% +140 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,449 $1.49M 0.14% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,443 $1.49M 0.67% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,439 $1.49M 1.36% -145 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,431 $1.49M 0.39% -633 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,427 $1.48M 0.32% +203 13F-HR Timeline EQ LLC More: the full row for EQ LLC 4,425 $1.48M 0.43% +7 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,423 $1.48M 0.74% -57 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 4,416 $1.48M 1.14% +602 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,409 $1.48M 0.33% +23 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,408 $1.48M 1% -50 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,406 $1.48M 0.45% +841 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,406 $1.48M 0.04% +851 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 4,403 $1.48M 0.28% +1,028 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,382 $1.47M 0.17% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,355 $1.46M 0.46% -126 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,353 $1.46M 0.45% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,336 $1.45M 0.15% -31 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,335 $1.45M 0.53% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,331 $1.45M 0.19% +1,477 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,328 $1.45M 0.06% +504 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,329 $1.45M 0.17% -2 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,327 $1.45M 0.24% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,325 $1.45M 0.15% -171 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 4,325 $1.45M 0.03% +1,621 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,325 $1.45M -114 Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,318 $1.45M 0.38% +38 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,313 $1.45M 0.16% +5 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 4,300 $1.44M 0.24% 0 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 4,290 $1.44M 1.33% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,282 $1.44M 0.12% +2,616 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,281 $1.44M 0.2% +308 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,274 $1.43M 1.08% +90 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,274 $1.43M 0.26% -191 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,269 $1.43M 0.33% 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,258 $1.43M 0.97% -472 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,251 $1.43M 0.26% -69 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,247 $1.42M 0.59% +28 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,247 $1.42M 0.16% -886 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 4,241 $1.42M 0.3% +2,720 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 4,228 $1.42M 0.35% +1 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,225 $1.42M 0.08% -149 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,219 $1.41M 1.31% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,205 $1.41M 0.22% +70 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,210 $1.41M 0.7% +610 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,188 $1.4M 0.08% +360 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,182 $1.4M 0.45% -138 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,256 $1.4M 0.51% -97 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,176 $1.4M 0.2% +38 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,162 $1.4M 0.24% +176 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,153 $1.39M 0.52% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,150 $1.39M 0.49% +7 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 4,147 $1.39M +119 Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,145 $1.39M 0.25% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,135 $1.39M 0.91% -15 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,133 $1.39M <0.01% -9,795 13F-HR Timeline Group Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,133 $1.39M 1.02% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,129 $1.38M 0.49% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,129 $1.38M 1.27% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,113 $1.38M 0.06% +31 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,107 $1.38M 0.12% +151 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,104 $1.38M 0.08% +23 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,102 $1.38M 0.19% +252 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,095 $1.37M 0.2% -50 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,094 $1.37M 0.32% -387 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,089 $1.37M 0.2% -50 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 4,084 $1.37M 0.47% 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,081 $1.37M 0.08% +23 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,077 $1.37M 0.55% +4 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,072 $1.37M 0.36% +9 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,065 $1.36M 0.16% -148 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,065 $1.36M 0.35% -97 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,062 $1.36M 0.09% -25 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 4,057 $1.36M 0.12% +25 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,050 $1.36M 0.36% -119 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,046 $1.36M 0.25% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,043 $1.36M 0.53% -107 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,041 $1.35M 0.92% 0 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 3,978 $1.35M 1.48% 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 4,034 $1.35M 0.32% +184 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,027 $1.35M 0.3% -52 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 4,025 $1.35M 1.39% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,022 $1.35M 0.07% +188 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,021 $1.35M 0.18% -387 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,006 $1.34M 0.19% +953 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,002 $1.34M 0.21% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,999 $1.34M 0.13% -45 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,997 $1.34M 0.26% -162 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 3,989 $1.34M 0.7% +848 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,982 $1.33M 1.19% -10 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 3,962 $1.33M 0.73% -908 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 3,958 $1.33M 0.58% -108 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,950 $1.32M 0.05% +997 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,934 $1.32M 0.07% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,932 $1.32M 0.62% +786 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 3,925 $1.32M 0.47% -252 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,910 $1.31M 0.95% +890 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,906 $1.31M 0.06% +13 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,903 $1.31M 0.06% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,901 $1.31M 0.07% +11 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 3,897 $1.31M 0.77% +13 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,890 $1.3M 0.58% +1,617 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,884 $1.3M 0.46% +1,215 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,876 $1.3M 0.27% -179 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 3,876 $1.3M 0.93% -70 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,872 $1.3M 1.23% -122 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,871 $1.3M 0.3% +2,791 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,864 $1.3M 0.55% +793 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,840 $1.29M 0.45% +1,311 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,837 $1.29M 0.05% +154 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,833 $1.29M 0.12% +25 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,826 $1.28M 0.11% -413 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,818 $1.28M 0.74% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 3,815 $1.28M 0.28% -291 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,814 $1.28M 0.63% -9 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,813 $1.28M 0.52% -348 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,811 $1.28M 0.14% +686 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,806 $1.28M 0.5% -3,242 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,806 $1.28M 0.16% +154 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,786 $1.27M 0.14% -5,002 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,781 $1.27M 0.47% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,774 $1.27M 0.29% +1,010 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,762 $1.26M 0.06% +2 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,758 $1.26M 0.36% -87 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 3,731 $1.25M 0.58% -81 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,729 $1.25M 0.28% -6,151 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,729 $1.25M 0.09% +2,207 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,687 $1.25M 0.11% -1 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,723 $1.25M 1.32% 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 3,722 $1.25M 0.64% +280 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,721 $1.25M 0.28% -383 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,721 $1.25M 0.51% -49 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,716 $1.25M 0.28% -662 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,704 $1.24M 0.12% -50 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,704 $1.24M 1.37% +21 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,693 $1.24M 0.34% +907 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 3,689 $1.24M 0.42% -248 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,689 $1.24M 0.86% +882 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 3,683 $1.23M 1.18% 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,679 $1.23M 0.74% +571 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,669 $1.23M 0.82% +36 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,664 $1.23M 0.35% -15 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 3,659 $1.23M 0.79% -164 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,588 $1.23M 0.36% -80 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,620 $1.22M 0.58% +20 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,615 $1.21M 0.05% -588 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,611 $1.21M 0.67% -25 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,578 $1.21M 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,603 $1.21M 0.71% +1 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,602 $1.21M 0.76% +56 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,600 $1.21M 0.14% +799 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,592 $1.2M 0.88% 0 13F-HR Timeline MONEYWISE, INC. 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