Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,060 $346K 0.05% -22 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,040 $345K 0.1% -1,487 13F-HR Timeline Group Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,019 $343K 0.29% +1,176 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5,017 $343K 0.08% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,015 $343K 0.08% -78 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,009 $343K 0.03% +21 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,003 $342K 0.06% +1,074 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,000 $342K 0.08% 0 13F-HR Timeline Poehling Capital Management, INC. 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More: the full row for Praetorian Wealth Management, Inc. 4,920 $337K 0.06% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 4,913 $336K 0.05% -1,240 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,909 $336K 0.14% -27 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,900 $335K 0.23% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,858 $332K 0.07% -19 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,857 $332K 0.05% +26 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 4,853 $332K 0.25% -13 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,815 $329K 0.16% +1,054 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,811 $329K 0.13% +10 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 4,810 $329K 0.88% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,799 $328K 0.01% -123 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,799 $328K 0.05% -1,192 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,800 $328K 0.01% -1,000 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,772 $326K 0.15% 0 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 4,762 $326K 0.2% -518 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 4,753 $325K 0.07% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,750 $325K 0.02% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 4,745 $325K 0.14% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,703 $322K 0.1% -358 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,700 $322K 0.21% 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,695 $321K 0.03% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,693 $321K 0.15% -4,005 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,665 $319K 0.01% +429 13F-HR/A Timeline DDFG, Inc More: the full row for DDFG, Inc 4,607 $315K 0.06% -1,495 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,604 $315K 0.07% -77 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 4,571 $313K 0.08% -91 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,568 $312K 0.03% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,565 $312K <0.01% -75 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 4,552 $311K 0.03% -315 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 4,523 $309K 0.16% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,519 $309K <0.01% +21 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 4,518 $309K 0.05% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,499 $308K 0.02% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,479 $306K 0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,470 $306K 0.12% -139 13F-HR Timeline Focus Financial Network, Inc. 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More: the full row for Altman Advisors, Inc. 4,430 $303K 0.11% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,416 $302K 0.11% -1,250 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,415 $302K 0.01% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,392 $300K 0.03% +33 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,370 $299K 0.2% +3,970 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,339 $297K <0.01% -779 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,339 $297K 0.02% +126 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,328 $296K 0.07% +403 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,326 $296K 0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,310 $295K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,290 $293K 0.18% -155 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,255 $291K 0.05% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,250 $291K <0.01% -53 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 4,248 $291K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,233 $290K <0.01% -4,526 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 4,226 $289K 0.19% -146 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,218 $289K <0.01% -32,041 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,213 $288K 0.01% -232 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,204 $288K 0.1% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,189 $287K 0.17% +1 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,188 $287K 0.01% -75 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,186 $286K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,179 $286K 0.01% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,159 $285K 0.05% -1,479 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,119 $282K 0.06% -115 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 4,117 $282K 0.23% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,104 $281K 0.06% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,100 $280K 0.24% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,064 $278K 0.11% +21 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,062 $278K 0.11% -563 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,059 $278K 0.07% -165 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,051 $277K 0.03% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,039 $276K 0.02% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,039 $276K 0.04% -763 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,038 $276K 0.03% +16 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,026 $275K 0.05% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,026 $275K 0.04% -145 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,025 $275K 0.09% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,025 $275K 0.01% 0 13F-HR/A Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 4,003 $274K 0.21% -45 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 4,000 $274K 0.03% -8,750 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,000 $274K 0.55% -100,650 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,151 $272K 0.24% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,936 $269K 0.03% -14 13F-HR Timeline Group GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 3,934 $269K 0.25% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,922 $268K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,920 $268K 0.01% -60 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 3,918 $268K 0.2% -1,998 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,908 $267K 0.15% +222 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 3,896 $267K 0.3% -413 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,891 $266K 0.11% +6 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,050 $266K 0.16% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,884 $266K <0.01% -484 13F-HR Timeline McGowan Group Asset Management, Inc. 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More: the full row for Financial Guidance Group, Inc. 3,777 $258K 0.1% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,762 $257K 0.03% +136 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,747 $256K 0.01% -193 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,905 $255K 0.07% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,725 $255K <0.01% -514 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,712 $254K 0.02% -252 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,700 $253K 0.1% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,695 $253K 0.09% +14 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,664 $251K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,662 $251K 0.02% +1,223 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,656 $250K 0.01% 0 13F-HR Timeline Group Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,617 $247K 0.16% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,613 $247K 0.03% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,596 $246K 0.15% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,593 $246K 0.03% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,580 $245K 0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,533 $242K <0.01% 0 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,530 $242K 0.06% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,528 $241K 0.01% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,525 $241K 0.14% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,521 $241K 0.02% new 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 3,509 $240K <0.01% new 13F-HR Timeline Group PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 3,500 $239K 0.11% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,484 $238K 0.15% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,473 $238K 0.04% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,470 $237K 0.04% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,453 $236K 0.03% new 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Willow Creek Capital Management, Inc. 3,401 $233K 0.23% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,396 $232K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,386 $232K 0.14% -465 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,375 $231K 0.08% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,372 $231K 0.01% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,366 $230K <0.01% -250 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 994 $230K 0.05% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,356 $230K 0.21% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,350 $229K 0.06% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,337 $228K 0.01% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,336 $228K 0.03% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,336 $228K 0.04% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,335 $228K 0.13% -375 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,322 $227K 0.02% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,315 $227K 0.11% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,301 $226K <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,286 $225K 0.02% +2 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,282 $225K -8,948 Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,280 $224K 0.04% +3 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3,278 $224K 0.1% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,277 $224K 0.06% +17 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,273 $224K 2.02% +339 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 3,251 $222K 0.13% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,250 $222K 0.03% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,243 $222K 0.1% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,237 $221K 0.02% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,205 $219K 0.01% new 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 3,200 $219K 0.15% -1,289 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,192 $218K 0.01% +4 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,191 $218K 0.01% -3,628 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,189 $218K 0.01% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,184 $218K 0.06% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,150 $216K 0.03% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,148 $215K 0.07% -246 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,129 $214K 0.02% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,126 $214K 0.05% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,112 $213K 0.01% -830 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,107 $213K 0.1% -26 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,098 $212K 0.06% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,086 $211K 0.02% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,083 $211K 0.18% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,166 $210K <0.01% +1,175 13F-HR Timeline Group Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,041 $208K 0.1% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,040 $208K 0.02% new 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,030 $207K 0.01% new 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 3,000 $205K <0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,988 $204K 0.02% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,986 $204K 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,980 $204K 0.05% +1,575 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,976 $204K 0.01% new 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 888 $203K 0.07% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,976 $203K 0.05% -368 13F-HR Timeline