111 Capital More: the full row for 111 Capital 3,526 $808K 0.16% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,510 $804K 0.16% -281 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,510 $804K 0.04% +22 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 3,531 $803K 0.12% +1,459 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,480 $797K 0.09% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,451 $790K 0.06% new 13F-HR Timeline Group West Coast Financial LLC More: the full row for West Coast Financial LLC 3,435 $787K 0.09% -385 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,415 $782K 0.04% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,395 $778K 0.07% +796 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,385 $775K 0.4% -706 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,381 $774K 0.49% +267 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,373 $773K 0.6% 0 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,371 $772K 0.16% +70 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,357 $769K 0.06% -510 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,352 $768K 0.02% -8 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,351 $768K 0.03% -166 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 3,346 $766K 0.15% -300 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,329 $762K 0.23% +15 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,320 $760K 0.06% +42 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,305 $757K 0.07% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,266 $748K 0.19% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,250 $744K 0.06% +748 13F-HR/A Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,248 $744K <0.01% +506 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,248 $744K 0.1% -70 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,243 $743K 0.01% +838 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,238 $742K 0.1% -125 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,230 $740K 0.76% -25 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,182 $729K 0.06% +941 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,153 $722K 0.02% -416 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,139 $719K 0.04% -618 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,120 $715K 0.03% -94 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,120 $715K 0.26% +125 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,120 $715K -199 Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,092 $708K 0.52% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,081 $706K 0.01% +440 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,090 $703K 0.07% -147 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,063 $702K 0.01% +360 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 3,060 $701K 0.42% +53 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,052 $699K 0.02% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,037 $696K 0.01% +69 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,022 $692K 0.14% -127 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 4,122 $689K 0.19% +151 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,000 $687K 0.06% +128 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,997 $686K 0.71% +6 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,992 $685K 0.02% +362 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,953 $685K 0.2% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,989 $685K <0.01% -77 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,984 $684K 0.03% +1,959 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,979 $682K 0.16% -18 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,964 $679K 0.01% +1,342 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,935 $672K 0.05% +273 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,933 $672K 0.1% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,930 $671K 0.13% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,927 $670K 0.02% +42 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,911 $667K 0.04% -5 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,911 $667K 0.02% +1,085 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,900 $664K 0.09% -325 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,899 $664K 0.01% -1,584 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,897 $664K 0.32% -103 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,893 $663K 0.12% -71 13F-HR Timeline Group Value Partners Investments Inc. 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More: the full row for Advisors Asset Management, Inc. 2,837 $650K 0.01% -254 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,833 $649K 0.11% +1 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,818 $645K 0.34% +893 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,813 $644K 0.02% -76 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,802 $642K 0.39% -4,200 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,796 $640K 0.26% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,792 $640K 0.09% -83 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,789 $639K 0.3% -180 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for Claro Advisors Inc. 2,755 $631K 0.08% -576 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,731 $625K 0.01% -782 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,728 $625K 0.01% +728 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,721 $623K 0.05% +1,069 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,716 $622K 0.19% +126 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,070 $621K 0.04% -36 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,705 $620K 0.05% new 13F-HR Timeline Group Andra AP-fonden More: the full row for Andra AP-fonden 2,700 $618K 0.01% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,679 $614K 0.16% -108 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,979 $611K 0.02% -959 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,660 $609K 0.03% +95 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 2,658 $609K 0.48% -3,436 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,650 $607K 0.15% -915 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,638 $604K 0.27% -87 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,617 $599K 0.31% +1,391 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,612 $598K 0.46% -25 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,611 $598K 0.03% -31 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,611 $598K 0.1% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,610 $598K 0.03% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,598 $595K 0.05% new 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,588 $593K 0.04% -2,033 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,575 $590K 0.12% -100 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,569 $589K 0.09% -2 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,564 $587K 0.02% +6 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,552 $584K 0.21% +1 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,541 $582K 0.12% +507 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,526 $579K 0.18% +14 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,526 $579K 0.06% -70 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 2,520 $577K 0.16% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,503 $573K 0.09% -2,700 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,500 $573K 0.14% +379 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,496 $572K 0.02% +11 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,487 $570K 0.02% -283 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 2,487 $570K 0.39% -61 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,487 $570K 0.07% +307 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,469 $566K 0.08% +8 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,466 $565K 0.03% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,457 $563K 0.06% -24 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,454 $562K 0.02% +35 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,450 $561K 0.18% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,438 $558K 0.1% -101 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,435 $558K 0.21% -460 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,424 $555K 0.02% +44 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,396 $549K 0.02% +1,052 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,391 $548K 0.03% +933 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,380 $545K 0.17% -927 13F-HR/A Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,379 $545K 0.07% +1,004 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,357 $540K 0.08% -19 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,355 $539K 0.13% +87 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,339 $536K 0.01% -62 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,334 $535K 0.04% -47 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,315 $530K 0.38% +35 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,294 $525K 0.08% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,283 $523K 0.01% +105 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,267 $519K 0.17% -155 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,259 $517K 0.02% +34 13F-HR Timeline Tilson Financial Group, Inc. 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More: the full row for TRUST POINT INC. 2,158 $494K 0.05% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,135 $489K 0.23% -25 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,131 $488K 0.06% +420 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,121 $486K 0.03% +757 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,111 $484K 0.18% -496 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,110 $483K 0.37% -1,200 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,113 $483K -142 Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,106 $482K 0.05% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,099 $481K 0.02% -130 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,097 $480K 0.42% -97 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,085 $477K 0.21% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,084 $477K 0.02% +739 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,076 $476K 0.02% -40 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 2,076 $476K 0.17% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,070 $474K 0.07% -7 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,349 $474K 0.5% +772 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,066 $473K 0.04% -484 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,056 $471K 0.28% -309 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,041 $468K 0.02% -130 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,040 $467K <0.01% -240 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,030 $465K 0.01% +93 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,028 $465K 0.02% -116 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,244 $463K 0.03% -243 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $458K 0.06% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,995 $457K 0.05% +101 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,013 $455K 0.01% -1,131 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,982 $454K 0.01% -731 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,979 $453K 0.01% +76 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,978 $453K 0.01% -2,774 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,974 $452K 0.09% +334 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,966 $450K 0.01% -635 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,961 $449K 0.04% -167 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,960 $449K 0.03% -355 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,962 $449K 0.13% -174 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,960 $449K 0.41% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,955 $448K 0.06% +29 13F-HR Timeline Blue Trust, Inc. 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More: the full row for CONNING INC. 1,929 $442K 0.02% 0 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,921 $440K 0.09% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,914 $438K 0.17% -20 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,908 $437K 0.03% +93 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,901 $435K 0.01% +286 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,899 $435K 0.02% -823 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,897 $435K 0.02% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,894 $434K 0.03% -367 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,892 $433K <0.01% +139 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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