VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 54,398 $24.7M 1.4% +774 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 23,184 $10.5M 4.07% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 20,820 $9.44M 0.82% +717 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 15,399 $6.99M 0.05% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,434 $4.73M 0.32% -185 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,921 $1.32M 0.26% +100 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,350 $1.07M 0.01% +3 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,339 $1.06M 0.07% -14 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,253 $1.02M 0.03% -449 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,424 $646K 0.06% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,384 $628K 0.22% -2,087 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,329 $603K 0.02% +180 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,101 $500K <0.01% +26 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 910 $413K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 713 $339K 0.01% -28 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 737 $334K 0.02% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 513 $233K 0.06% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 486 $220K 0.02% -5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 396 $180K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 359 $163K <0.01% -31 13F-HR Timeline CX Institutional More: the full row for CX Institutional 325 $147K <0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 289 $131K 0.01% -79 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 31 $14.1K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 26 $11.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $7.71K <0.01% -6 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8 $3.63K <0.01% -10 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4 $1.81K <0.01% -2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4 $1.81K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $1.81K <0.01% 0 13F-HR Timeline