Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,027 $762K 0.01% +20 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 3,026 $761K 0.6% +1,116 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,023 $761K 0.24% -431 13F-HR Timeline LifePlan Investment Advisors, Inc. 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