OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,307 $401K 0.02% 0 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,307 $401K 0.05% +44 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,294 $400K 0.12% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,294 $400K 0.05% +449 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,288 $400K 0.17% +12 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,278 $399K 0.06% +294 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,276 $399K 0.03% +200 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,276 $398K 0.05% +532 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,273 $398K <0.01% new 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,263 $397K 0.1% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,260 $397K 0.05% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,260 $397K 0.08% -18 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 4,254 $396K 0.59% 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,249 $396K 0.16% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,247 $396K 0.24% +1,108 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 4,243 $396K 0.1% -922 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,240 $395K 0.12% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,238 $395K 0.02% +28 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,238 $395K 0.25% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 4,232 $394K 0.36% 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,226 $394K 0.08% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,215 $393K 0.09% +56 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,203 $392K 0.1% +246 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,192 $391K 0.03% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,183 $390K 0.09% -3,240 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,181 $390K 0.25% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,181 $390K 0.03% +1,914 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,176 $389K 0.05% +378 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,176 $389K 0.09% +300 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,169 $389K 0.07% +15 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,168 $388K 0.04% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 4,159 $388K 0.3% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,157 $387K 0.07% -600 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,168 $387K 0.04% -6 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,155 $387K 0.15% -64 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,154 $387K 0.09% +53 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,140 $386K 0.25% 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,139 $386K 0.37% 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,131 $385K 0.04% -100 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,130 $385K 0.19% -153 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,128 $385K 0.06% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,127 $385K 0.04% +1,659 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,123 $384K 0.05% +327 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 4,117 $384K 0.18% 0 13F-HR/A Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,113 $383K 0.28% 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,111 $383K 0.25% 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,110 $383K 0.05% -25,392 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,103 $382K 0.07% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,101 $382K 0.05% +711 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,100 $382K 0.03% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,100 $382K 0.21% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,100 $382K 0.05% +153 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,095 $382K 0.06% -136 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,387 $379K 0.31% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,060 $378K <0.01% +618 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,057 $378K 0.03% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,048 $377K 0.07% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,045 $377K 0.03% +190 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,044 $377K 0.04% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,037 $376K 0.06% +187 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,034 $376K 0.14% -365 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,034 $376K 0.1% +968 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,033 $376K 0.2% -439 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,030 $376K 0.02% -450 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,024 $375K 0.08% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,019 $375K 0.01% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,012 $374K 0.27% +1,158 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,007 $373K 0.35% 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,003 $373K 0.12% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,000 $373K 0.05% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,000 $373K 0.02% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 4,000 $373K 0.17% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,997 $373K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,982 $371K 0.05% +327 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $371K 0.22% 13F-HR Timeline Amount filed as zero, left out of ratios. Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,979 $371K 0.1% -38 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,978 $371K 0.04% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,971 $370K 0.34% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,962 $369K 0.05% -46 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,959 $369K 0.21% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,957 $369K 0.11% +407 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,239 $369K 0.04% -500 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,955 $369K 0.1% -179 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,942 $367K 0.04% -37 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,939 $367K 0.05% +417 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 3,927 $366K 0.26% -3,216 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,912 $365K 0.03% -1,241 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,909 $364K 0.27% -270 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,906 $364K 0.08% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,900 $363K 0.07% -3,960 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,898 $363K 0.02% +180 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,893 $363K 0.08% +31 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,888 $362K 0.22% +919 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,886 $362K 0.23% +200 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,870 $361K 0.29% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,869 $361K 0.38% -47 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 3,867 $360K 0.23% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,861 $360K 0.31% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,853 $359K 0.03% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,852 $359K 0.05% 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,849 $359K 0.05% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,038 $358K <0.01% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,842 $358K 0.24% -589 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,834 $357K 0.15% -51 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,832 $357K 0.17% +11 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,832 $357K 0.25% +3 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,828 $357K 0.08% 0 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,818 $356K 0.09% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,816 $356K 0.18% -258 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,812 $355K 0.05% -68 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,808 $355K 0.06% +334 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,800 $354K 0.17% -1,975 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,800 $354K 0.31% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,791 $353K 0.05% +961 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,783 $352K 0.12% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 3,772 $352K 0.12% +1,200 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,756 $351K 0.11% +353 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,766 $351K 0.15% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,045 $351K 0.14% +175 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,761 $351K 0.25% 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,759 $350K 0.09% +136 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,756 $350K 0.1% +1,260 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,749 $349K 0.1% new 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,743 $349K 0.05% +273 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,734 $348K 0.02% +263 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,730 $348K 0.11% +4 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,728 $347K 0.08% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,722 $347K 0.11% +180 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,700 $345K 0.33% 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,697 $345K 0.19% 13F-HR/A Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,695 $344K 0.22% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,685 $343K 0.08% +18 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,685 $343K 0.02% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,682 $343K 0.01% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,680 $343K 0.06% -113 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,680 $343K 0.05% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,674 $342K 0.05% +16 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 3,672 $342K 0.32% 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,672 $342K 0.26% +12 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,669 $342K 0.15% +5 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,668 $342K 0.07% -65 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,662 $341K 0.04% +332 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,645 $340K 0.09% +15 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,630 $338K 0.02% +44 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 3,624 $337K 0.12% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,606 $336K 0.09% +548 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,605 $336K 0.03% -625 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,600 $336K 0.05% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,597 $335K 0.09% +362 13F-HR/A Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,580 $334K 0.14% +355 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,580 $334K 0.09% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,579 $334K 0.07% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,577 $333K 0.27% +408 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,575 $333K 0.34% -82 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,563 $332K 0.1% +134 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,554 $331K 0.05% +405 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,552 $331K 0.12% +9 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,548 $331K 0.25% -569 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,545 $330K 0.07% 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,543 $330K 0.38% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,536 $330K 0.1% +5 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 3,502 $329K new Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,525 $329K 0.15% -38 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,510 $327K 0.12% +11 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,508 $327K 0.17% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,505 $327K 0.07% -33 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,500 $326K 0.14% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3,491 $325K 0.09% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,489 $325K 0.05% +143 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,488 $325K 0.04% +645 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 3,486 $325K 0.11% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,479 $324K 0.03% +409 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,478 $324K 0.04% +42 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,474 $324K 0.08% +357 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 3,473 $324K 0.24% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,473 $324K 0.24% +53 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,472 $324K 0.06% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,470 $323K 0.04% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,417 $323K 0.09% +641 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,468 $323K 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,466 $323K 0.02% -289 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,469 $323K 0.01% -500 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,463 $323K 0.12% -193 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,461 $323K 0.04% -23 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,426 $319K 0.4% 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 3,423 $319K 0.18% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,423 $319K 0.02% -200 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,418 $319K 0.34% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,415 $318K 0.03% +97 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,402 $317K 0.04% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,397 $317K 0.17% -382 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,393 $316K 0.1% +80 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,392 $316K 0.02% +295 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,374 $314K 0.01% -54 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,360 $313K 0.01% +7 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,355 $313K 0.04% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,354 $313K 0.08% -3,885 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,352 $312K 0.06% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,351 $312K 0.02% +115 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,339 $311K 0.14% new 13F-HR Timeline