City Center Advisors, LLC More: the full row for City Center Advisors, LLC 821 $231K 0.19% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 818 $230K 0.02% -26,190 13F-HR Timeline Altura Wealth Advisors Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 710 $200K 0.13% +8 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 710 $200K 0.09% +1 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 700 $197K 0.09% -501 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 700 $197K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 696 $196K 0.03% -31,443 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 691 $194K 0.07% 0 13F-HR Timeline Birchwood Financial Partners, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 516 $145K 0.06% +489 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 507 $143K 0.02% -2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 508 $143K 0.02% -193 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 500 $141K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 500 $141K 0.08% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 496 $139K 0.11% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 496 $139K 0.03% +7 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 485 $136K 0.03% 0 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 483 $136K 0.06% -134 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 482 $136K 0.07% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. 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