Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,294 $818K 0.03% -772 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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Lucia & Associates, LLC 3,117 $774K 0.32% -740 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,117 $774K <0.01% -672 13F-HR Timeline Group WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 3,085 $766K 0.26% -1,185 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,084 $766K 0.24% +387 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,081 $765K 0.11% -302 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,080 $765K 0.14% new 13F-HR Timeline Group FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,050 $757K 0.21% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,045 $756K 0.04% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,045 $756K 0.55% +142 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,033 $753K 0.08% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,000 $745K 0.01% 0 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,997 $744K 0.01% -71 13F-HR Timeline Group Conservest Capital Advisors, Inc. 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