WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,137 $1.5M 0.07% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,130 $1.5M 0.1% -29 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,129 $1.49M 0.24% -244 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,127 $1.49M 1.03% -40 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,005 $1.49M 0.32% +90 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 4,110 $1.49M 1.29% -1,452 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,108 $1.49M 0.39% +26 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,095 $1.48M 0.05% -211 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,088 $1.48M 0.05% +1 13F-HR Timeline CROBAN More: the full row for CROBAN 4,078 $1.48M 0.65% +94 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,077 $1.48M 0.1% -186 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,076 $1.48M 0.19% +42 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 4,075 $1.48M 1.43% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,074 $1.48M 0.1% +1 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,072 $1.47M 0.14% +22 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,067 $1.47M 0.22% +20 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,064 $1.47M 0.49% -89 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,058 $1.47M 0.69% -109 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,050 $1.47M 0.08% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,049 $1.47M 0.13% -4 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,045 $1.46M 0.1% +600 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,043 $1.46M 0.09% +495 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,040 $1.46M 1.23% -25 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,020 $1.46M 0.46% +9 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,009 $1.45M 0.04% -1,033 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,007 $1.45M 0.26% -23 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $1.45M 0.61% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,000 $1.45M 0.2% +1,728 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,986 $1.44M 0.62% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,986 $1.44M 0.06% -105 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,981 $1.44M 0.23% -225 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,667 $1.44M 0.11% -2,243 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,979 $1.44M 0.13% -10 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,972 $1.44M 0.3% -25 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,970 $1.44M +188 Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,970 $1.44M 0.18% -14 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,970 $1.44M 0.05% 0 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,963 $1.44M 0.41% +103 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,927 $1.42M 0.72% +69 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,946 $1.42M 0.31% +270 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,893 $1.41M 0.12% +37 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,892 $1.41M 0.14% +130 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,890 $1.41M 0.48% +224 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,885 $1.41M 0.08% 0 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,879 $1.4M 0.31% -631 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,858 $1.4M 0.21% +12 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,854 $1.4M 0.04% new 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 3,851 $1.39M 0.24% -3,259 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,847 $1.39M 0.92% +323 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,835 $1.39M 0.3% -46 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,827 $1.39M 0.33% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,817 $1.38M 0.31% -556 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,813 $1.38M 0.05% +44 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,813 $1.38M 0.14% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,809 $1.38M 0.13% -51 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,808 $1.38M 0.78% +110 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,815 $1.38M 0.08% -241 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,797 $1.37M 0.07% -185 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,794 $1.37M 0.07% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 3,793 $1.37M 1.04% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,774 $1.37M 0.1% +380 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,761 $1.36M 0.09% -118 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,761 $1.36M 0.16% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,755 $1.36M 1.1% -47 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,743 $1.36M 0.04% -71 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,739 $1.35M 0.15% +324 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,735 $1.35M 0.3% -61 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,730 $1.35M 0.17% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,403 $1.35M 1.1% -620 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,711 $1.34M 0.33% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3,709 $1.34M 0.16% -1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,702 $1.34M 0.03% +299 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,696 $1.34M 0.12% -89 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,684 $1.33M 0.28% -92 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,193 $1.33M 0.46% -22 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,678 $1.33M 0.4% +41 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,675 $1.33M 0.32% +8 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,673 $1.33M 0.11% +1,759 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,433 $1.33M 0.79% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,665 $1.33M 0.11% +293 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,661 $1.33M 0.54% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,657 $1.32M 0.07% +25 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,655 $1.32M 0.08% -1,304 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,649 $1.32M 0.46% +260 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,644 $1.32M 0.9% -46 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,642 $1.32M 0.02% +88 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,642 $1.32M 0.07% -119 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,647 $1.32M 0.35% +197 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,654 $1.32M 0.07% +62 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,626 $1.31M 0.05% +1,343 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,616 $1.31M 0.36% +99 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,698 $1.31M 0.03% -27 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,612 $1.31M 0.16% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,597 $1.3M 0.71% +308 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,594 $1.3M 0.39% +181 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,591 $1.3M 0.07% -85 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,577 $1.3M 0.08% +74 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,562 $1.29M 0.78% -315 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,521 $1.29M 0.43% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,561 $1.29M 0.33% +302 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,560 $1.29M 0.05% +264 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 3,560 $1.29M 0.54% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,536 $1.28M 0.17% -46 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,526 $1.27M 0.25% -98 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,482 $1.27M 0.04% -207 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,502 $1.27M 0.07% +1,299 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,489 $1.26M 0.1% +184 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,488 $1.26M 0.21% -462 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,478 $1.26M 0.11% +602 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,476 $1.26M 0.58% +108 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,476 $1.26M 0.1% +222 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,462 $1.25M 0.32% -184 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,459 $1.25M 0.2% -107 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,447 $1.25M 0.09% -21 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,355 $1.25M 0.26% +124 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,433 $1.24M 0.16% -16 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,432 $1.24M 0.37% -4 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,432 $1.24M 0.16% -125 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,424 $1.24M 0.37% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,413 $1.24M 0.05% +200 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,411 $1.24M 0.59% +32 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,408 $1.23M 0.07% +131 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,409 $1.23M 0.5% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,407 $1.23M 0.15% +26 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,401 $1.23M 0.18% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,399 $1.23M 0.07% +10 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,394 $1.23M 0.45% -289 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,407 $1.23M 0.07% +2,642 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,386 $1.23M 0.12% +164 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,385 $1.23M 0.13% -172 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 3,381 $1.22M 0.26% -3 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,378 $1.22M 0.28% -309 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,365 $1.22M 0.03% -8 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,365 $1.22M 0.85% +255 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,356 $1.22M 0.1% -56 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 3,350 $1.21M 0.78% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 3,344 $1.21M 0.95% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,334 $1.21M 0.56% +182 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,335 $1.21M 0.17% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,328 $1.21M 0.06% -31 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,320 $1.2M 0.21% -74 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,320 $1.2M 0.56% -45 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,319 $1.2M 0.15% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,317 $1.2M 0.2% +239 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,315 $1.2M 0.44% -690 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 3,314 $1.2M 0.62% new 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,308 $1.2M 0.01% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,307 $1.2M 0.31% -413 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,302 $1.2M 0.03% -429 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,300 $1.19M 0.57% -565 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,300 $1.19M 0.02% 0 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 3,296 $1.19M 0.19% -64 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,295 $1.19M 0.24% +7 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,291 $1.19M 0.42% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,282 $1.19M 0.58% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,264 $1.18M 0.16% -188 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,259 $1.18M 0.47% +1,377 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,257 $1.18M 0.24% -15 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,256 $1.18M 0.17% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,253 $1.18M 0.12% +503 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,252 $1.18M 0.43% +46 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,250 $1.18M 0.49% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,846 $1.18M 0.47% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,242 $1.17M 0.03% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,235 $1.17M 0.23% +187 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,233 $1.17M 0.44% -27 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,223 $1.17M 0.23% +1 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,220 $1.17M 0.21% +14 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,219 $1.17M 0.17% +386 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,218 $1.17M 0.15% -28 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,208 $1.16M 0.34% -222 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,206 $1.16M 0.67% +165 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,204 $1.16M 0.05% +93 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,193 $1.16M 0.81% +833 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,190 $1.16M 0.15% -10 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,188 $1.15M 0.32% -146 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,182 $1.15M 0.06% +277 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,175 $1.15M 0.19% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,168 $1.15M 0.39% +66 13F-HR Timeline SBI Securities Co., Ltd. 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