Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 986 $409K 0.02% +348 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 985 $408K 0.22% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 982 $407K 0.36% -60 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 982 $407K 0.22% -40 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 894 $406K 0.04% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 979 $406K 0.08% +35 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 977 $405K <0.01% -5,746 13F-HR/A Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 976 $404K 0.19% +37 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 975 $404K 0.03% -72 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 975 $404K 0.15% +10 13F-HR/A Timeline CONNING INC. in group CONNING INC. 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More: the full row for McGowan Group Asset Management, Inc. 701 $290K 0.04% new 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 700 $290K 0.23% -5,600 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 700 $290K 0.07% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 699 $290K 0.03% +54 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 699 $290K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 695 $288K 0.09% 0 13F-HR Timeline Group American National Bank of Texas More: the full row for American National Bank of Texas 692 $287K 0.27% 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. 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More: the full row for Moors & Cabot, Inc. 564 $234K 0.01% -228 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 564 $234K 0.02% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 562 $233K 0.12% new 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 546 $232K 0.14% -69 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 560 $232K 0.02% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 560 $232K 0.02% 0 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 559 $232K 0.15% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 525 $231K 0.15% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 556 $230K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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Team Financial, Inc. 501 $207K 0.21% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 500 $207K 0.03% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 500 $207K <0.01% 0 13F-HR Timeline