Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,704 $1.3M 0.7% -550 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,702 $1.3M 1.35% +1,360 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,697 $1.3M 0.17% +272 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,694 $1.3M 0.11% +525 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,682 $1.3M 0.08% -52 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,673 $1.3M 0.83% -13 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,643 $1.29M 0.18% +23 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 5,639 $1.29M 0.49% -336 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,632 $1.29M 0.83% +122 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,627 $1.29M 0.23% +1,060 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 5,624 $1.29M 0.5% -3,757 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,617 $1.28M 0.23% -872 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,609 $1.28M 0.18% +275 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,604 $1.28M 0.47% -89 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 5,600 $1.28M 0.08% -2,800 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,594 $1.28M 0.16% +526 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,591 $1.28M 0.43% -840 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,586 $1.28M 0.07% -121 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,580 $1.27M 0.84% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,946 $1.27M 0.86% +41 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,567 $1.27M 0.1% +61 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,560 $1.27M 0.53% +76 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,559 $1.27M 0.41% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,551 $1.27M 0.13% -15 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,538 $1.27M 0.1% -371 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,538 $1.27M 0.14% -76 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 5,530 $1.26M 1.13% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 5,511 $1.26M 0.05% -2,780 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,511 $1.26M 0.1% +1,213 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,637 $1.26M 0.26% -334 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,508 $1.26M 0.29% -36 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,506 $1.26M 0.01% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,504 $1.26M 0.04% +184 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,500 $1.26M 0.16% -25 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,460 $1.25M 0.2% -272 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,455 $1.25M 0.24% -433 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,750 $1.25M 0.15% -19 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,451 $1.25M 0.17% -2,706 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 5,435 $1.24M -82 Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,426 $1.24M 0.33% -724 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 5,422 $1.24M 0.62% -18 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,422 $1.24M 0.28% -134 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,419 $1.24M 0.26% -584 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,414 $1.24M 0.8% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,401 $1.23M 0.02% -214 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,400 $1.23M 0.21% +1,205 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,395 $1.23M 0.52% -24 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,395 $1.23M 0.49% -27 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,390 $1.23M 0.21% -210 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 5,385 $1.23M 0.17% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,384 $1.23M 0.84% +10 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,380 $1.23M 0.13% +341 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,380 $1.23M 0.4% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,379 $1.23M 0.14% +626 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,377 $1.23M 0.23% -241 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,363 $1.23M 0.52% -53 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,355 $1.22M 0.33% +52 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,352 $1.22M 0.72% +19 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,351 $1.22M 0.25% -455 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,348 $1.22M 0.84% -28 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,345 $1.22M 0.62% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,337 $1.22M 0.43% -173 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 5,332 $1.22M 0.01% 0 13F-HR Timeline Group RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,329 $1.22M 0.07% -30 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,314 $1.21M 0.6% -365 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,291 $1.21M 0.82% +547 13F-HR/A Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,284 $1.21M 3.69% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,281 $1.21M 0.69% -25 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,276 $1.21M 0.14% +30 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,269 $1.2M 0.42% +853 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,255 $1.2M 1.15% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,602 $1.2M 0.27% +2,207 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,239 $1.2M 0.7% +536 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,233 $1.2M 0.01% -7,010 13F-HR Timeline Group CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 5,233 $1.2M 0.09% -547 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,230 $1.2M 0.82% -43 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,230 $1.2M 0.65% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,227 $1.19M 0.86% -109 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,227 $1.19M 0.24% -427 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,210 $1.19M 0.19% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,197 $1.19M 0.07% +77 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 5,184 $1.18M 0.3% -1,110 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,169 $1.18M 0.65% -54 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,351 $1.18M 0.1% -494 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,155 $1.18M 0.55% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,152 $1.18M 0.17% -23 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,150 $1.18M 0.7% +241 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,139 $1.17M 1% +96 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 5,130 $1.17M 0.66% -650 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,128 $1.17M 0.27% -401 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,128 $1.17M 0.47% -92 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,124 $1.17M 1.03% 0 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 5,122 $1.17M -23,818 Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 5,117 $1.17M 1.03% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,092 $1.17M 0.27% +1,918 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,109 $1.17M 0.5% +258 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,100 $1.17M 0.38% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 5,098 $1.16M 0.8% -32 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,096 $1.16M 0.49% -58 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,078 $1.16M 0.31% -77 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,075 $1.16M 0.04% -110 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 5,064 $1.16M 0.02% 0 13F-HR Timeline Group BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,061 $1.16M 0.44% +26 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5,056 $1.16M 0.34% -167 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,056 $1.16M 0.35% 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,054 $1.15M 0.48% -114 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,049 $1.15M 0.23% +44 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,047 $1.15M 0.25% +586 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,042 $1.15M 0.34% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,019 $1.15M 0.48% -578 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,038 $1.15M 0.26% -91 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,038 $1.15M 0.55% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,029 $1.15M 0.28% +201 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,024 $1.15M 0.06% -17 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,020 $1.15M 0.63% -815 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 5,019 $1.15M 0.16% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,019 $1.15M 0.99% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,015 $1.15M 0.6% -435 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 5,014 $1.15M 0.53% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,007 $1.14M 0.91% -100 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,006 $1.14M 0.29% -21 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,002 $1.14M 0.31% +14 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,997 $1.14M 0.33% +1,538 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4,974 $1.14M 0.72% 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 4,958 $1.13M 0.75% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 4,953 $1.13M 0.5% +2 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,947 $1.13M 0.41% -55 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,947 $1.13M 0.4% 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,932 $1.13M 0.33% +110 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 4,927 $1.13M 0.56% +4,024 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,926 $1.13M 0.14% -128 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,923 $1.12M 0.16% +10 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,909 $1.12M 0.16% +51 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,905 $1.12M 0.25% -150 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,904 $1.12M 0.39% +47 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 4,903 $1.12M 0.11% +717 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,902 $1.12M 0.6% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,901 $1.12M 0.27% -39 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,900 $1.12M 0.19% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,055 $1.12M 0.13% -757 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,873 $1.11M 0.11% -16 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,870 $1.11M 0.33% -4 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,867 $1.11M 0.32% +161 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,978 $1.11M 0.54% +2,820 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,856 $1.11M 0.14% +42 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,851 $1.11M 0.87% +51 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,830 $1.1M 0.08% -553 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,039 $1.1M 0.02% +1,256 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,817 $1.1M 0.25% +10 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,815 $1.1M 0.66% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,809 $1.1M 0.26% -239 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 4,794 $1.1M 1.76% 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 4,788 $1.09M 0.81% 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,788 $1.09M 0.43% +3 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 4,787 $1.09M 0.23% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,970 $1.09M 0.21% +96 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 4,786 $1.09M 0.73% -700 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,781 $1.09M 0.03% +2,020 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,958 $1.09M 0.25% -1,277 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,775 $1.09M 0.53% +148 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,016 $1.09M 0.27% -124 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,766 $1.09M 0.02% -60 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,760 $1.09M 0.28% -108 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,646 $1.08M 0.48% -13 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,745 $1.08M 0.58% +73 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 4,736 $1.08M 0.29% -539 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,733 $1.08M 0.26% -451 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,729 $1.08M 0.18% +200 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,726 $1.08M 0.04% +184 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,726 $1.08M 0.37% -12,103 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,724 $1.08M 0.47% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,722 $1.08M 0.21% +3,115 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,695 $1.07M 0.28% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,692 $1.07M 0.47% -28 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,692 $1.07M 0.11% -297 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,721 $1.07M 0.09% +255 13F-HR/A Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,684 $1.07M 0.6% -463 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,677 $1.07M 0.07% -602 13F-HR Timeline Odyssey Capital Advisors, Inc. 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