Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,596 $304K 0.02% -253 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,596 $304K 0.01% -1,960 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,596 $304K 0.04% +1 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,590 $303K 0.28% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,587 $302K 0.24% +220 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,588 $302K 0.06% +1,342 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,583 $302K 0.19% +111 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,582 $301K 0.03% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,661 $301K 0.01% -639 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,580 $301K 0.18% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,578 $301K 0.05% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,562 $298K 0.19% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,558 $297K 0.03% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,557 $297K 0.91% -46 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 1,556 $296K 0.29% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,554 $296K 0.05% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,554 $296K 0.03% -180 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,552 $296K 0.05% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,550 $295K 0.06% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,547 $295K 0.03% -44 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,541 $294K 0.03% -34 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,540 $293K 0.14% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,532 $292K 0.11% -105 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,532 $292K 0.06% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,522 $290K 0.06% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,520 $290K 0.03% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,519 $289K 0.09% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,519 $289K 0.01% new 13F-HR Timeline Group TLWM More: the full row for TLWM 1,518 $289K 0.05% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,517 $289K 0.02% +1 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 1,506 $287K 0.22% -466 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,505 $287K 0.06% -55 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,502 $286K 0.2% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,500 $286K 0.02% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,500 $286K 0.07% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,493 $284K 0.02% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,493 $284K 0.02% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,492 $284K 0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,492 $284K 0.02% -441 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,492 $284K 0.2% new 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,480 $282K 0.11% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,480 $282K 0.08% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,476 $281K 0.04% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,476 $281K 0.07% 0 13F-HR/A Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,471 $280K 0.03% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,468 $280K 0.09% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,465 $279K 0.09% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,464 $279K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,464 $279K <0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,461 $278K 0.06% -50 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,460 $278K 0.24% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,460 $278K 0.05% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,448 $276K 0.1% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,447 $276K 0.05% new 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 1,432 $273K 0.11% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,052 $273K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,429 $272K 0.06% +32 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,427 $272K 0.07% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,426 $272K 0.08% -2,037 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,422 $271K 0.06% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,422 $271K 0.17% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,420 $271K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,414 $269K 0.01% +850 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,494 $269K 0.03% +22 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,404 $267K 0.07% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,404 $267K 0.13% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,409 $267K 0.03% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,401 $267K 0.05% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,400 $267K 0.11% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,400 $267K 0.08% new 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,400 $267K 0.12% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,396 $266K 0.27% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,394 $266K 0.03% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,394 $266K 0.08% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,392 $265K 0.05% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Lighthouse Wealth Management Inc. 1,352 $258K 0.16% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,415 $257K 0.04% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,342 $256K 0.05% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,332 $254K 0.04% new 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 1,331 $254K 0.23% new 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,331 $254K 0.07% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,326 $253K 0.07% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,325 $252K 0.12% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,324 $252K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,322 $252K 0.06% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,322 $252K 0.07% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,319 $251K 0.19% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,318 $251K 0.02% 0 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 1,318 $251K 0.12% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,312 $250K 0.18% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,310 $250K 0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 904 $249K 0.06% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 1,308 $249K 0.21% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,304 $248K 0.03% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,298 $247K 0.03% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,294 $247K 0.07% new 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,290 $246K 0.08% new 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,285 $245K 0.16% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,282 $244K 0.03% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,280 $244K 0.05% -4,200 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,353 $242K 0.11% -100 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,272 $242K 0.06% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,269 $242K 0.03% +84 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,269 $242K 0.07% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,268 $242K 0.07% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,267 $241K 0.01% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,266 $241K 0.05% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,265 $241K 0.08% new 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 1,263 $241K 0.18% -532 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,260 $240K 0.16% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 1,260 $240K 0.07% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,258 $240K 0.09% +334 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,256 $239K 0.01% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,253 $239K 0.02% new 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 1,253 $239K 0.17% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,252 $239K 0.05% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,251 $238K 0.09% -436 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,250 $238K 0.03% new 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,246 $237K 0.02% new 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 1,240 $236K 0.11% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,240 $236K 0.11% 0 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 1,237 $236K 0.09% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,233 $235K 0.01% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,232 $235K 0.04% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,232 $235K 0.04% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,230 $234K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,230 $234K 0.01% new 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 1,226 $234K 0.07% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,224 $233K 0.03% new 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,224 $233K 0.21% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,223 $233K 0.13% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,222 $233K 0.17% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,220 $232K 0.11% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 1,218 $232K 0.1% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 1,218 $232K 0.16% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,217 $232K 0.05% -94 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,217 $232K 0.08% -402 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,215 $232K 0.05% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,215 $231K 0.05% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,214 $231K 0.07% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,210 $231K 0.03% new 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 1,207 $230K 0.1% 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 1,204 $229K 0.11% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,203 $229K 0.08% -304 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,202 $229K 0.08% -892 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,203 $229K 0.09% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,201 $229K 0.05% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,200 $229K 0.03% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 1,200 $229K 0.05% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,200 $229K 0.14% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,200 $229K 0.07% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,200 $229K 0.13% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,198 $228K 0.03% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,198 $228K 0.06% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,196 $228K 0.03% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,196 $228K 0.04% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,196 $228K 0.06% -48 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,191 $227K 0.05% new 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 1,187 $226K 0.2% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,244 $226K 0.07% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,182 $225K 0.19% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,180 $225K 0.05% new 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 1,179 $225K 0.09% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,177 $224K 0.03% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,176 $224K 0.02% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 788 $224K 0.07% +59 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,176 $224K 0.09% -460 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,172 $223K 0.04% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,169 $223K 0.04% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 1,275 $222K 0.17% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,164 $222K 0.1% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,161 $221K 0.01% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,159 $221K 0.01% new 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 1,158 $221K 0.16% 0 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 1,156 $220K 0.2% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,156 $220K 0.05% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,154 $220K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,154 $220K 0.02% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,150 $219K 0.05% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,205 $217K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,136 $216K 0.02% 0 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,132 $216K 0.15% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,132 $215K 0.05% new 13F-HR Timeline