Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 83,878 $21.3M 2.72% +1,610 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 83,796 $21.3M 2.49% -2,322 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 83,615 $21.2M 5.79% +2,476 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 81,715 $21.2M 2.3% +18,778 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 83,342 $21.2M 2.01% +1,217 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 83,181 $21.1M 4.33% +2,802 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 83,102 $21.1M 5.85% -4,129 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 82,933 $21M 3.47% +14,432 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 82,889 $21M 4.12% -1,463 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 82,696 $21M 3.48% +1,369 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 82,586 $21M 2.27% -649 13F-HR Timeline Skye Global Management LP More: the full row for Skye Global Management LP 82,500 $20.9M 0.45% new 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 82,293 $20.9M 6.68% -818 13F-HR/A Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 82,244 $20.9M 20.51% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 74,352 $20.8M 6.71% -3,462 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 82,002 $20.8M 2.7% 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 82,011 $20.8M 0.23% +1,264 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 81,830 $20.8M 19.21% -302 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 81,820 $20.8M 9.7% -559 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 81,796 $20.8M 5.52% -2,429 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 81,665 $20.7M 2.58% +49,606 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 81,416 $20.7M 9.4% -76 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 81,238 $20.6M 9.17% -9,362 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 81,159 $20.6M 3.74% +937 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 81,130 $20.6M 2.07% -14,507 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 80,985 $20.6M 2.16% -3,308 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 80,982 $20.6M 5.35% -526 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 80,900 $20.5M 5.5% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 80,805 $20.5M 3.71% -19,132 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 80,733 $20.5M 5.53% -888 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 80,611 $20.5M 7.1% -1,332 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 80,608 $20.5M 3.89% -10,762 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 80,584 $20.5M 6.04% -5,125 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 80,557 $20.4M 7.24% -1,317 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 80,552 $20.4M 0.49% -149,905 13F-HR/A Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 80,525 $20.4M 6.9% -104 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 80,378 $20.4M 2.75% -354 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 80,196 $20.4M 10.08% +220 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 79,986 $20.3M 10.19% -572 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 79,909 $20.3M 4.98% -1,324 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 79,811 $20.3M 2.63% +2,201 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 79,759 $20.2M 9.33% -373 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 79,695 $20.2M 6.46% +4,434 13F-HR Timeline Avalon Global Asset Management LLC More: the full row for Avalon Global Asset Management LLC 79,580 $20.2M 4.75% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 79,504 $20.2M 4.99% -736 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 79,483 $20.2M 1.95% +1,892 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 79,349 $20.1M 1.52% +638 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 79,289 $20.1M 4.55% +12,583 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 79,258 $20.1M 2.24% 0 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 79,208 $20.1M 4.47% -3,180 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 79,141 $20.1M 1.13% +1,286 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 79,095 $20.1M 1.59% +6,258 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 79,040 $20.1M 0.24% +42,297 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 79,002 $20M 3.34% -1,723 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 78,935 $20M 1.97% -2,489 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 78,925 $20M 15.81% +77 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 78,706 $20M 5.88% +8,891 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 78,611 $20M 5.17% -1,448 13F-HR Timeline Harbor Island Capital LLC More: the full row for Harbor Island Capital LLC 78,561 $19.9M 7.41% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 78,531 $19.9M 5.26% -44,744 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 78,439 $19.9M 6.7% -7,837 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 78,418 $19.9M 10.89% +563 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 78,201 $19.8M 4.88% -423 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 78,087 $19.8M 1.44% -1,315 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 78,074 $19.8M 2.22% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 77,880 $19.8M 5.92% -2,203 13F-HR/A Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 77,802 $19.7M 3.4% -51 13F-HR Timeline 111 Capital More: the full row for 111 Capital 77,652 $19.7M 4.86% -5,927 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 77,600 $19.7M 2.36% +867 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 77,408 $19.6M 10.84% -168 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 77,394 $19.6M 6.7% +8,005 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 77,393 $19.6M 4.84% -721 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 77,369 $19.6M 2.65% -977 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 77,287 $19.6M 2.44% -811 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 77,212 $19.6M 4.32% -4,867 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 77,188 $19.6M 7.75% -2,268 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 77,188 $19.6M 4.8% +895 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 77,182 $19.6M 5.86% -3,061 13F-HR Timeline CLG LLC More: the full row for CLG LLC 77,131 $19.6M 4.86% +178 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 77,109 $19.6M 2.84% +193 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 77,103 $19.6M 14.01% +199 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 75,491 $19.6M 5.75% -134 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 77,054 $19.6M 2.75% +8,666 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 76,013 $19.5M 6.83% -690 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 76,992 $19.5M 1.31% -3,722 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 76,889 $19.5M 2.24% -858 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 76,872 $19.5M 1.51% -1,595 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 76,827 $19.5M 2.72% +115 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 76,803 $19.5M 2.41% +1,586 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 76,799 $19.5M 2.83% -114 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 76,784 $19.5M 9.79% +4,089 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 76,556 $19.4M 5.14% -11,917 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 76,241 $19.3M 3.68% -5,525 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 76,217 $19.3M 0.82% +6,080 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 76,189 $19.3M 3.18% +6,496 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 77,587 $19.3M 2.56% +3,278 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 76,077 $19.3M 2.83% +5,172 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 76,039 $19.3M 9.43% +3,536 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 81,980 $19.3M 5.62% -1,463 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 76,021 $19.3M 4.98% -3,568 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 75,991 $19.3M 3.55% -2,796 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 75,977 $19.3M 3.07% +3,058 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 75,930 $19.3M 3.55% -2,638 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 75,796 $19.2M 5.6% -1,200 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 75,624 $19.2M 5.65% -2,198 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 75,353 $19.1M 2.82% -542 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 75,292 $19.1M 2.13% -410 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 75,283 $19.1M 13.9% -43 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 75,238 $19.1M 1.74% +6,085 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 75,232 $19.1M 3.75% +2 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 75,070 $19.1M 4.07% -4,704 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 75,069 $19.1M 6.17% +160 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 74,978 $19M 1.59% -121 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 74,809 $19M 3.25% -961 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 74,715 $19M 2.8% +5,879 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 74,581 $18.9M 4.77% +4,404 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 74,520 $18.9M 4.21% +12,320 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 74,431 $18.9M 3.1% -1,476 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 74,348 $18.9M 3.29% -54 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 74,145 $18.8M 11.5% +730 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 73,993 $18.8M 3.09% -323 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 73,899 $18.8M 6.93% +11,274 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 73,863 $18.7M 1.86% +751 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 375,767 $18.7M 10.2% -437 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 73,431 $18.6M 4.76% -8,500 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 73,400 $18.6M 0.53% +700 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 73,385 $18.6M 2.77% -1,353 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 73,378 $18.6M 2.27% -700 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 73,311 $18.6M 1.01% -19,656 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 73,192 $18.6M 0.22% +72,062 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 73,087 $18.5M 2.74% -651 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 69,566 $18.5M 5.86% +2,468 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 66,927 $18.5M 3.7% -2,927 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 72,987 $18.5M 1.66% -603 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 72,980 $18.5M 3.18% +311 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 72,944 $18.5M 5.39% -2,563 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 72,873 $18.5M 6.33% -3,219 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 72,686 $18.4M 3.82% -1,728 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 72,667 $18.4M 17.34% -5,205 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 72,536 $18.4M 2.96% +1,427 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 72,521 $18.4M 8.3% -5,775 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 72,480 $18.4M 5.13% -2,326 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 72,456 $18.4M 2.88% -873 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 72,408 $18.4M 1.88% +3,933 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 72,345 $18.4M 11.13% -134 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 72,016 $18.3M 2.35% -1,195 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 71,916 $18.3M 1.35% -2,918 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 71,879 $18.2M 1.28% -24,681 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 71,197 $18.2M 1.36% -653 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 71,602 $18.2M 4.71% -1,164 13F-HR Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 71,545 $18.2M 3.96% +11,163 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 71,540 $18.2M 7.11% -404 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 71,517 $18.2M 7.44% -136 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 71,305 $18.1M 2.62% -1,495 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 71,299 $18.1M 5.47% +749 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 98,106 $18.1M 5.43% +23,113 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 71,186 $18.1M 3.1% +283 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 71,165 $18.1M 2.56% -18,310 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 81,000 $18M 5.16% +13,861 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 71,051 $18M 3.52% -1,113 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 70,929 $18M 3.05% +4,629 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 70,903 $18M 5.75% -2,674 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 70,900 $18M 12.6% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 70,875 $18M 4.28% +103 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 70,839 $18M 0.13% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 70,816 $18M 4.04% +1,165 13F-HR/A Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 70,764 $18M 5.16% -1,138 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 70,738 $18M 8.16% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 70,662 $17.9M 1.77% +13,682 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 70,658 $17.9M 3.68% -4,242 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 70,637 $17.9M 3.01% +936 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 70,587 $17.9M 4.1% +3,757 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 70,571 $17.9M 2.09% +621 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 66,257 $17.9M 1.23% +1,254 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 70,525 $17.9M 4.97% -6,723 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 70,521 $17.9M 5.47% +950 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 70,520 $17.9M 6.26% -227 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 70,401 $17.9M 1.37% +250 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 70,373 $17.9M 5.23% -4,062 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 70,357 $17.9M 5.47% -16,052 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 70,351 $17.9M 4.27% -360 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 70,280 $17.8M 4.46% -1,355 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 70,268 $17.8M 5.47% -8,271 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 70,167 $17.8M 2.47% -2,685 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 70,137 $17.8M 5.69% -410 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 70,124 $17.8M 1.4% +1,212 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 70,030 $17.8M 3.33% -318 13F-HR Timeline GENDELL JEFFREY L in group GENDELL JEFFREY L More: the full row for GENDELL JEFFREY L 70,000 $17.8M 0.24% +35,000 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 69,405 $17.8M 1.59% -288 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 69,986 $17.8M 4.06% -2,238 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 69,914 $17.7M 1.57% -5,123 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 69,876 $17.7M 2.43% -341 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 69,792 $17.7M 1.96% +12,877 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 69,790 $17.7M 1.51% +7,705 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 69,713 $17.7M 11.61% -625 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 69,565 $17.7M 4.67% -5,932 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 69,412 $17.6M 2.56% -3,984 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 69,404 $17.6M 1.27% -4,275 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 69,358 $17.6M 2.14% -4,624 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 69,294 $17.6M 0.71% +129 13F-HR Timeline