ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 200 $96.8K 0.01% new 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 200 $96.8K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 200 $96.8K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 191 $92.4K 0.01% -5 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 187 $90.5K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 184 $89K <0.01% +173 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 176 $85.2K 0.05% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 171 $82.8K 0.01% +5 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 171 $82.7K 0.01% -24 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 163 $78.9K <0.01% +6 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 162 $78.4K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 160 $77.4K 0.04% +156 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 160 $77.4K 0.01% -17 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 157 $76K 0.04% -81 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 152 $73.5K 0.06% +24 13F-HR/A Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 500 $73K <0.01% +215 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 149 $72.1K 0.04% +120 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 138 $66.8K 0.06% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 132 $63.9K 0.01% -2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 124 $60K 0.01% -132 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 150 $56.9K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 116 $56.1K 0.01% +2 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 115 $55.6K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 115 $55.6K <0.01% 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 114 $55.2K 0.02% +34 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 113 $54.7K 0.02% -10 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 110 $53.2K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 110 $53.2K 0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 142 $52.5K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 108 $52.3K 0.03% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $52.3K <0.01% -2 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 106 $51.3K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 105 $50.8K <0.01% -1 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 104 $50.3K 0.01% +35 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 102 $49.4K <0.01% -100 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $48.4K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 99 $47.9K 0.01% +56 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 98 $47.4K 0.01% +2 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 98 $47.4K 0.01% +4 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 97 $46.9K 0.01% +7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 95 $46K <0.01% +1 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 94 $45.5K 0.01% -51 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 92 $44.7K 0.01% +9 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 92 $44.5K <0.01% +36 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 104 $44.4K <0.01% -18 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 91 $44K 0.01% -32 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 145 $43K 0.03% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 87 $42.1K <0.01% +3 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 86 $41.6K 0.01% -11,066 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 84 $40.6K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 82 $39.7K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 76 $36.5K 0.01% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 75 $36.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 75 $36.3K 0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 71 $34.4K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 71 $34.4K 0.01% +66 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 66 $31.9K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 64 $31K <0.01% -13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 62 $30K <0.01% +5 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 80 $29.5K 0.03% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 69 $29.5K 0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 60 $29K 0.01% +15 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 58 $28.1K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 56 $27.1K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 53 $25.6K <0.01% -5 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 60 $25.6K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 52 $25.2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 52 $25.2K 0.01% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $24.2K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $24.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 50 $24.2K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 50 $24.2K 0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 49 $23.7K <0.01% +17 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 51 $23.7K 0.01% +23 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 47 $22.7K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 46 $22.3K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $21.3K 0.01% -2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 44 $21.2K 0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 43 $20.8K 0.01% +2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 40 $19.4K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 39 $18.9K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 37 $17.9K <0.01% +1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 37 $17.9K 0.01% 0 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 36 $17.4K 0.01% new 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 34 $16.4K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 35 $16K <0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $16K <0.01% +6 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 32 $15.5K <0.01% +17 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 32 $15.5K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $15.5K <0.01% +1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 32 $15.5K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 31 $15K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 30 $14.5K <0.01% -958 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 30 $14.5K 0.05% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 29 $14K <0.01% new 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 29 $14K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 27 $13.2K <0.01% new 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 27 $13.1K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $13K <0.01% -15 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 26 $12.6K <0.01% +10 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 25 $12.1K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 24 $11.6K 0.01% -10 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 22 $10.6K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 21 $10.2K <0.01% +8 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 21 $10.2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 21 $10K <0.01% +8 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 20 $9.8K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20 $9.68K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $9.68K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 20 $9.68K <0.01% -13 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 20 $9.68K -183 Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 19 $9.19K 0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 25 $8.79K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 18 $8.71K <0.01% +10 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 18 $8.71K <0.01% +4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 18 $8.71K <0.01% new 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 18 $8.71K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $8.22K <0.01% +12 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 17 $8.22K <0.01% +15 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $7.98K <0.01% +9 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 15 $7.33K <0.01% -11 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 15 $7.26K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14 $6.83K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $6.77K <0.01% +1 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 14 $6.77K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14 $6.77K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 13 $6.29K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $6.29K <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13 $6.29K <0.01% +11 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $6.29K <0.01% +7 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 13 $6.29K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 12 $5.81K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $5.81K <0.01% -10 13F-HR Timeline NBH Bank More: the full row for NBH Bank 12 $5.81K <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 11 $5.36K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11 $5.32K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 10 $4.84K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10 $4.84K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9 $4.36K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8 $3.87K <0.01% +1 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 8 $3.87K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8 $3.87K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $3.87K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $3.85K <0.01% +3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7 $3.39K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7 $3.39K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7 $3.39K <0.01% -23 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7 $3.39K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $3.39K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6 $2.9K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6 $2.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6 $2.9K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 6 $2.9K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6 $2.9K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5 $2.6K <0.01% -2 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $2.42K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5 $2.42K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $2.42K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 5 $2.42K <0.01% +2 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5 $2.42K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5 $2.42K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $2.42K <0.01% +3 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $2.42K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5 $2.42K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5 $2.42K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 5 $2K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4 $2K <0.01% -17 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4 $1.95K <0.01% -11 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4 $1.94K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $1.94K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $1.45K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $1.45K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3 $1.45K <0.01% -2 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $1.45K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $1.08K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2 $968 <0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2 $967 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $484 <0.01% -2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $484 <0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1 $484 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $421 <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,104 $2.1K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.