Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,205 $802K 0.11% +83 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,204 $802K 0.64% +352 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,145 $801K 0.21% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,192 $801K 0.11% -3,435 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,190 $801K 0.03% +178 13F-HR Timeline Kondo Wealth Advisors, Inc. 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Planning Group LLC 5,820 $648K 0.22% -20,250 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,820 $648K 0.12% -308 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,820 $648K 0.38% -716 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,813 $647K 0.12% +125 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,807 $647K 0.13% 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. 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