Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,146 $3.38M 1.34% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,143 $3.38M 1.38% +159 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,140 $3.37M 0.67% +106 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,136 $3.37M 0.69% 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 3,137 $3.37M 0.78% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,135 $3.37M 0.46% +57 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,131 $3.36M 0.47% +149 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,122 $3.36M 0.37% -43 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,112 $3.34M 0.6% -864 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,110 $3.34M 0.78% +17 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,107 $3.34M 0.24% +1,100 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,107 $3.34M 0.7% +265 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,104 $3.34M 0.03% +2,180 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,103 $3.34M 1.24% -140 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,101 $3.33M 0.53% -2,015 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,093 $3.32M 0.26% -260 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,092 $3.32M 3.38% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,079 $3.31M 1.2% -1,040 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,076 $3.31M 0.67% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,067 $3.3M 0.01% +85 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,065 $3.29M 0.7% -300 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 3,034 $3.28M 0.88% -4,072 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,042 $3.27M 1.06% -108 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,041 $3.27M 0.2% +2,541 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,041 $3.27M 1.21% +301 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 3,040 $3.27M 1.23% -1,060 13F-HR/A Timeline Group Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,031 $3.26M 1.96% -3 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,030 $3.26M 0.09% -460 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,020 $3.25M 0.23% -100 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,018 $3.24M 0.59% -71 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,004 $3.23M 0.48% +1,391 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 3,002 $3.23M 1.75% -60 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,000 $3.22M 0.48% -6 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 3,000 $3.22M 0.61% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,999 $3.22M 2.07% -163 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,999 $3.22M 0.95% -53 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,989 $3.21M 0.51% +443 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 2,985 $3.21M 1.52% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,980 $3.2M 2% +10 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. 2,961 $3.2M 0.08% -101 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,195 $3.19M 0.69% -160 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,956 $3.18M 1.34% -1,091 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,953 $3.17M 0.16% +137 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,950 $3.17M 0.15% -482 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,950 $3.17M 0.45% -100 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,950 $3.17M 1.48% +115 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,946 $3.17M 0.13% -322 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2,944 $3.16M 1.92% 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,942 $3.16M 0.65% +3 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,931 $3.15M 1.83% +2 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 2,930 $3.15M 0.56% +405 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,926 $3.14M 0.21% -49 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,925 $3.14M 0.32% +1,749 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,924 $3.14M 0.71% +1,224 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,907 $3.12M 2.62% +770 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,905 $3.12M 1.84% 13F-HR/A Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,903 $3.12M 0.88% +102 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,902 $3.12M 2.17% -46 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 2,898 $3.11M 1.91% +726 13F-HR Timeline City State Bank More: the full row for City State Bank 2,896 $3.11M 0.85% -157 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,868 $3.08M 0.1% +388 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,867 $3.08M 0.67% -1,470 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,866 $3.08M 1.87% -508 13F-HR/A Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,863 $3.08M 0.7% -239 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 2,857 $3.07M 0.24% -382 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,853 $3.07M 0.5% +2,266 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,850 $3.06M 0.29% -1,436 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 2,849 $3.06M 1.54% +633 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,848 $3.06M 0.88% -28 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,841 $3.05M 1.61% -115 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,840 $3.05M 0.24% +4 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 2,833 $3.04M 0.94% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,826 $3.04M 0.31% +55 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,825 $3.04M 1.28% +6 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,825 $3.04M 0.78% -84 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,824 $3.03M 1.49% -354 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,823 $3.03M 0.64% +96 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,821 $3.03M 0.71% +599 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,819 $3.03M 0.87% -306 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,816 $3.03M 0.38% +785 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,814 $3.02M 0.29% +44 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 2,811 $3.02M 2.35% -209 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,811 $3.02M 3.15% -137 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,810 $3.02M 0.13% -70 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 2,806 $3.02M 0.17% -1,253 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,801 $3.01M 0.27% +20 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,799 $3.01M 1.26% -105 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,798 $3.01M 0.44% -259 13F-HR Timeline United Bank More: the full row for United Bank 2,791 $3M 1.02% -18 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,782 $3M 0.89% +12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,788 $3M 0.38% +528 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,785 $2.99M 0.34% -25 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,777 $2.98M 0.47% +103 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,774 $2.98M 0.89% +1,301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,773 $2.98M 0.48% -383 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,772 $2.98M 0.34% +19 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,766 $2.97M 0.19% -2,928 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,765 $2.97M 0.16% +270 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,764 $2.97M 0.58% +225 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,764 $2.97M 0.43% -78 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,761 $2.97M 0.3% -330 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,760 $2.97M 0.12% -157 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,758 $2.96M 0.58% +91 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,951 $2.96M 2.53% +79 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,755 $2.96M 0.97% -56 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,750 $2.96M 0.28% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,748 $2.95M 0.41% -54 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,747 $2.95M 2.42% -50 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,744 $2.95M 0.79% +1,411 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,740 $2.94M <0.01% +1,002 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,733 $2.94M 0.4% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,732 $2.94M 0.49% +227 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,730 $2.93M 0.86% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,728 $2.93M 0.57% +7 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,725 $2.93M 1.39% -455 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,723 $2.93M 4.86% +2 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,723 $2.93M 0.01% 0 13F-HR/A Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,716 $2.92M 0.49% -26 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,716 $2.92M 0.64% +111 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,714 $2.92M 0.21% +305 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,714 $2.92M 0.23% +56 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,712 $2.91M 0.89% +606 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,708 $2.91M 0.29% +2,305 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 2,707 $2.91M 2.11% -98 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,705 $2.91M 1.84% 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) 2,700 $2.9M 0.61% new 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,698 $2.9M 0.34% +200 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,698 $2.9M 1.23% +1,142 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,682 $2.88M 0.74% +94 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 2,674 $2.87M 1.77% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,671 $2.87M 1.08% -121 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,666 $2.86M 0.27% +40 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,660 $2.86M 0.11% +53 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,657 $2.86M 0.7% +1,721 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,657 $2.86M 0.79% -147 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,655 $2.85M 1.06% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,655 $2.85M 0.29% +874 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,652 $2.85M 0.96% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,651 $2.85M 0.04% -295 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,650 $2.85M 0.48% -18 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,648 $2.85M 0.06% +250 13F-HR Timeline Group Tenere Capital LLC More: the full row for Tenere Capital LLC 2,632 $2.83M 2.19% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,631 $2.83M 0.39% -22 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,627 $2.82M 1.04% +28 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,622 $2.82M 1.47% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,617 $2.81M 0.2% +158 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,616 $2.81M 0.54% -1,060 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,615 $2.81M 0.4% -93 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,610 $2.8M 0.63% -25 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,602 $2.8M 1.38% -188 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,600 $2.79M 0.55% -153 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,600 $2.79M 4.1% 0 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 2,600 $2.79M 0.5% -520 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,599 $2.79M 0.53% +326 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,596 $2.79M 0.22% -562 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,595 $2.79M 0.37% +116 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,595 $2.79M 1.6% +8 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,590 $2.78M 1.98% -16 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,585 $2.78M 0.53% -175 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,582 $2.77M 0.53% -40 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,703 $2.77M 1.07% +9 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,576 $2.77M 1.82% +495 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,050 $2.77M 0.31% +139 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,572 $2.76M 0.92% +31 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,561 $2.75M 1.24% +83 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 2,555 $2.75M 1.83% 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,548 $2.74M 0.59% -35 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,545 $2.74M 1.78% -135 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,541 $2.73M 0.08% +1,080 13F-HR Timeline Group TrustBank in group TrustBank More: the full row for TrustBank 2,541 $2.73M 1.14% 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,529 $2.72M 0.24% -172 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,529 $2.72M 0.59% +35 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,529 $2.72M 0.38% -562 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,525 $2.71M 1.49% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,520 $2.71M 0.95% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,516 $2.7M 0.39% new 13F-HR/A Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,513 $2.7M 0.78% -23 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,508 $2.7M 0.21% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,507 $2.69M 0.44% +229 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,507 $2.69M 0.29% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,503 $2.69M 0.6% -212 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 2,500 $2.69M 0.67% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 2,500 $2.69M 12.44% -8,611 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,499 $2.69M 0.5% +45 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,498 $2.68M 0.26% +1,335 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,472 $2.66M 0.57% -329 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 2,470 $2.65M 2.61% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,468 $2.65M 0.25% +10 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,467 $2.65M 0.15% -30 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,467 $2.65M 1.72% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,455 $2.64M 0.34% -85 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,455 $2.64M 0.53% +177 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 2,448 $2.63M 1.44% 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,439 $2.62M 1.93% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,432 $2.61M 1.73% +1,781 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,430 $2.61M 0.35% -412 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,428 $2.61M 0.65% +12 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 2,427 $2.61M 0.83% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,423 $2.6M 0.94% -46 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 2,421 $2.6M 1.17% -92 13F-HR Timeline