Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,054 $405K 0.05% -212 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,050 $405K 0.34% +27 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,016 $402K 0.1% +230 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,006 $401K 0.23% +23 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 5,000 $401K 0.11% 0 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 5,000 $401K 0.02% 0 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 5,000 $401K 0.03% -43,471 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 4,997 $400K 0.01% +10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,995 $400K 0.05% -80 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,994 $400K 0.05% -4 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,988 $400K 0.2% +600 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,541 $398K 0.05% -195 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,963 $398K 0.02% +511 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,962 $398K 0.04% +804 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,950 $397K 0.03% -500 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,942 $396K 0.09% -1,479 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,938 $396K 0.02% -2,155 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,796 $395K 0.04% -353 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,927 $395K 0.22% new 13F-HR Timeline CHAPIN DAVIS, INC. 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Allen Investments, LLC 4,640 $372K 0.28% +53 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,628 $371K 0.02% +668 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,624 $371K 0.14% -227 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,622 $370K 0.02% -19 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,613 $370K 0.01% +244 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,617 $370K 0.05% -134 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,598 $368K 0.1% +961 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,585 $367K 0.21% -340 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,579 $367K 0.09% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,564 $366K 0.03% new 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,560 $365K 0.22% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,556 $365K 0.07% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,538 $364K 0.1% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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