Davis Selected Advisers More: the full row for Davis Selected Advisers 89,135 $14.1M 0.08% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 89,043 $14.1M 2.06% -1,135 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 88,833 $14M 3.99% -1,310 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 88,826 $14M 1.16% -5,025 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 88,527 $14M 2.89% +3,858 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 88,474 $14M 3.32% -22,096 13F-HR Timeline Bracebridge Capital, LLC More: the full row for Bracebridge Capital, LLC 88,400 $14M 7.43% -28,319 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 88,355 $14M 1.17% -5,528 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 88,121 $13.9M 4.88% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 88,057 $13.9M 3.72% -6,888 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 87,893 $13.9M 2.59% +1,393 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 87,801 $13.9M 4.59% -1,206 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 87,756 $13.9M 2.76% +693 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 87,023 $13.8M 1.45% -692,718 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 87,296 $13.8M 0.65% +2,545 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 87,283 $13.8M 1.54% +9,495 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 87,235 $13.8M 4.85% +1,141 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 87,207 $13.8M 1.03% +2,111 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 87,192 $13.8M 0.83% +27,412 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 87,126 $13.8M 0.35% +10,484 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 86,896 $13.7M 1.74% +4,256 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 86,835 $13.7M 3.37% +114 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 86,830 $13.7M 5.96% -1,730 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 86,779 $13.7M 7.15% +4,424 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 86,707 $13.7M 0.91% +4,383 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 86,622 $13.7M 0.75% +957 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 86,524 $13.7M 3% -8,177 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 86,347 $13.6M 3.36% +173 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 86,252 $13.6M 3.32% +5,071 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 86,250 $13.6M 10.5% +73,750 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 86,209 $13.6M 0.68% +1,661 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 86,146 $13.6M 1.98% +2,091 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 86,083 $13.6M 6.02% +3,400 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 86,076 $13.6M 8.14% -627 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 86,055 $13.6M 4.59% -3,796 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 85,921 $13.6M 0.45% +20,265 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 85,774 $13.6M 7.24% +586 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 85,694 $13.5M 2.49% -15,834 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 84,655 $13.5M 7.34% +2,225 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 85,267 $13.5M 0.95% +1,232 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 85,298 $13.5M 1.28% -276,830 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 124,151 $13.5M 7.7% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 84,949 $13.4M 1.5% +3,757 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 84,575 $13.4M 1.98% +914 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 84,172 $13.3M 1.25% +2,177 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 84,130 $13.3M 9.9% -2,827 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 83,928 $13.3M 0.57% +12,303 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 83,907 $13.3M 1.16% +4,108 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 83,848 $13.2M 7.13% +8,964 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 83,766 $13.2M 4.74% +1,361 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 83,632 $13.2M 1.37% +2,219 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 83,631 $13.2M 2.08% +4,157 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 83,461 $13.2M 4.25% +714 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 83,291 $13.2M 4.55% -3,104 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 83,164 $13.1M 1.57% +38,836 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 72,989 $13.1M 5.88% -1,870 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 82,227 $13.1M 2.81% -9,144 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 83,082 $13.1M 0.48% -65,475 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 83,035 $13.1M 2.58% -80,772 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 82,911 $13.1M 0.89% +8,140 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 82,881 $13.1M 4.19% -26,872 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 82,797 $13.1M 6.37% -855 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 82,780 $13.1M 2.91% -30 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 82,722 $13.1M 1.02% -5,328 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 82,593 $13M 0.84% -1,519 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 82,510 $13M 1.83% +11,545 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 82,403 $13M 1.54% -1,383 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 82,370 $13M 1.03% +9,529 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 82,320 $13M 2.89% +4,881 13F-HR Timeline Forge First Asset Management Inc. More: the full row for Forge First Asset Management Inc. 82,370 $13M 4.7% 0 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 82,192 $13M 6.35% +2,007 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 83,132 $13M 7.22% +676 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 82,137 $13M 1.74% +26,700 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 82,247 $13M 6.04% +8,197 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 82,086 $13M 5.87% -1,240 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 82,029 $13M 1.86% -18,913 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 81,981 $13M 6.83% -2,841 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 81,976 $13M 2.05% -6,100 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 81,950 $12.9M 1.55% 0 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 81,895 $12.9M 8.11% +68,295 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 81,879 $12.9M 2.84% +3,901 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 81,858 $12.9M 4.06% +7 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 81,849 $12.9M 2.6% +6,409 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 81,793 $12.9M 3.15% -995 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 81,629 $12.9M 3.4% +518 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 81,604 $12.9M 1.15% -663 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 81,544 $12.9M 5.19% +9,827 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 79,527 $12.9M 2.41% +375 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 81,420 $12.9M 2.32% +78,256 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 81,396 $12.9M 6.13% -92 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 81,379 $12.9M 4.44% -9,995 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 81,322 $12.8M 4.31% +2,484 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 81,224 $12.8M 4.37% +7,180 13F-HR/A Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 81,076 $12.8M 1.77% +4 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 81,058 $12.8M 3.32% -13,938 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 81,009 $12.8M 6.19% -1,896 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 80,873 $12.8M 5.73% -340 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 80,841 $12.8M 5.99% -1,109 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 80,733 $12.8M 0.05% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 80,543 $12.7M 5.78% +2,314 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 80,492 $12.7M 8.67% -103 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 80,326 $12.7M 3.06% -5,135 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 70,647 $12.7M 1.71% +3,524 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 80,191 $12.7M 0.32% -31,788 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 80,118 $12.7M 0.85% -367 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 80,041 $12.6M 0.73% +57,238 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 79,701 $12.6M 1% -883 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 79,690 $12.6M 1.24% -1,150 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 79,688 $12.6M 4.41% +5,527 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 79,447 $12.6M 2.47% +1,085 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 79,532 $12.6M 0.46% +5,467 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 79,366 $12.5M 0.99% -76 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 79,350 $12.5M 7.8% -2,150 13F-HR Timeline Privium Fund Management B.V. More: the full row for Privium Fund Management B.V. 81,000 $12.5M 2.7% +8,000 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 79,275 $12.5M 7.96% -3,129 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 79,247 $12.5M 4.43% -191 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 79,155 $12.5M 1.96% +8,932 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 79,115 $12.5M 4.1% +3,582 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 79,003 $12.5M 1.46% -3,535 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 78,622 $12.4M 10.11% +147 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 78,593 $12.4M 4.26% +1,843 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 78,565 $12.4M 1.16% -645 13F-HR Timeline Group STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 78,549 $12.4M 1.36% +4,214 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 78,298 $12.4M 8.83% -310 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 78,215 $12.4M 3.69% +15 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 68,051 $12.4M 6.24% +10,530 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 78,176 $12.4M 1.08% +72,178 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 78,160 $12.3M 6.19% -16,880 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 78,041 $12.3M 0.79% +2,246 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 78,033 $12.3M 0.69% +3,816 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 113,695 $12.3M 13.75% -710 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 77,993 $12.3M 1.62% -3,034 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 77,797 $12.3M 0.9% +46,499 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 77,795 $12.3M 4.12% -1,907 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 77,722 $12.3M 1.87% +1,704 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 77,419 $12.2M 1.53% +21,773 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 77,236 $12.2M 5.86% -3,597 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 77,145 $12.2M 4.57% -20,086 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 77,130 $12.2M 4.84% -41,249 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 77,122 $12.2M 1.17% -298 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 77,115 $12.2M 6.92% +1,725 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 77,075 $12.2M 0.91% +7,036 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 76,014 $12.2M 3.71% -1,037 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 76,961 $12.2M 4.11% +2,408 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 76,935 $12.2M 1.64% +1,797 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 76,906 $12.2M 0.93% -2,453 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 79,141 $12.1M 4.08% -7,866 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 76,580 $12.1M 0.75% +3,165 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 76,559 $12.1M 2.22% +1,437 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 76,534 $12.1M 3.7% +2,948 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 76,464 $12.1M 0.73% +1,332 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 76,411 $12.1M 2.09% +22,663 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 76,408 $12.1M 1.92% +10,268 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 76,392 $12.1M 5.54% -1,668 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 76,346 $12.1M 1.64% +301 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 76,300 $12.1M 0.62% -6,800 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 76,299 $12.1M 1.47% +726 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 76,273 $12.1M 2.91% -1,421 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 76,207 $12M 1.73% -13,006 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 76,185 $12M 3.25% -3,319 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 75,732 $12M 1.98% +28,082 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 75,576 $11.9M 3.3% -50,681 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 75,576 $11.9M 1.11% +858 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 75,552 $11.9M 5.75% +3,599 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 75,504 $11.9M 6.13% -161 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 67,014 $11.9M 7.82% +6,643 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 75,405 $11.9M 1.56% -4,141 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 75,390 $11.9M 5.49% -779 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 75,333 $11.9M 5.56% -1,185 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 75,328 $11.9M 3.12% -2,504 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 75,300 $11.9M 4.97% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 75,208 $11.9M 0.92% +175 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 75,195 $11.9M 0.66% +3,033 13F-HR Timeline S&CO INC More: the full row for S&CO INC 75,132 $11.9M 0.76% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 75,092 $11.9M 1.08% +7,404 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 75,000 $11.8M 2.78% +500 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 74,965 $11.8M 7.84% -1,910 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 74,875 $11.8M 0.82% +12,361 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 76,263 $11.8M 6.21% -9,860 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 74,805 $11.8M 3% -5,089 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 74,577 $11.8M 3.26% new 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 74,520 $11.8M 4% +2,488 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 74,460 $11.8M 3.23% -8,938 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 74,353 $11.7M 1.2% +2,439 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 74,321 $11.7M 1.19% -1,507 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 74,270 $11.7M 1.05% +83 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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