Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 99,578 $17.4M 2.22% -3,620 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 99,557 $17.4M 6.62% +2,461 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 99,486 $17.4M 14.51% +967 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 99,478 $17.3M 8.83% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 98,964 $17.3M 3.31% -1,295 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 98,815 $17.2M 0.2% -3,989 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 98,017 $17.2M 3.03% +2,497 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 98,620 $17.2M 5.12% +19,727 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 98,547 $17.2M 5.96% -4,302 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 98,455 $17.2M 2.02% +2,487 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 98,413 $17.2M 18.74% 0 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 98,128 $17.1M 0.82% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 97,940 $17.1M 3.6% +2,723 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 96,132 $17.1M 1.86% +26,241 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 97,788 $17.1M 2.46% -484 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 97,786 $17.1M 4.43% 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 86,301 $17M 0.97% +49,293 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 97,207 $17M 3.82% +439 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 97,052 $16.9M 0.06% +45,422 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 96,522 $16.8M 0.98% +5,489 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 96,108 $16.8M 1.29% -30,253 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 95,905 $16.7M 1.65% +19,973 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 95,891 $16.7M 1.59% -1,963 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 95,306 $16.6M 5.1% -6,000 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 95,210 $16.6M 0.72% +4,428 13F-HR Timeline Fourier Capital Management Ltd More: the full row for Fourier Capital Management Ltd 95,141 $16.6M 16.57% +67,956 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 95,122 $16.6M 6% 0 13F-HR Timeline Group Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 95,074 $16.6M 3.56% -920 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 95,023 $16.6M 4.59% -2,928 13F-HR Timeline Luxor Capital Group, LP More: the full row for Luxor Capital Group, LP 94,890 $16.5M 2.61% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 88,650 $16.5M 2.94% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 94,809 $16.5M 0.96% +4,884 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 94,736 $16.5M 3.49% +3,093 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 94,621 $16.5M 1.44% -14,743 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 94,618 $16.5M 14.01% -1,801 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 94,579 $16.5M 9.63% +46,778 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 94,552 $16.5M 10.81% -343 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 83,437 $16.4M 3.55% +354 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 93,919 $16.4M 11.82% -5,861 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 93,868 $16.4M 5.1% -6,869 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 93,843 $16.4M 4.14% -1,662 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 93,714 $16.3M 1.61% +1,691 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 93,664 $16.3M 5.68% -269 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 93,618 $16.3M 5.62% -1,547 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 93,258 $16.3M 1.68% +3,422 13F-HR Timeline North Growth Management Ltd. More: the full row for North Growth Management Ltd. 93,000 $16.2M 2.49% +10,000 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 93,143 $16.2M 3.24% -5,932 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 93,037 $16.2M 2.99% +4,610 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 92,895 $16.2M 5.35% +3,502 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 92,858 $16.2M 1.54% +139 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 92,821 $16.2M 1.66% +19,963 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 92,691 $16.2M 0.44% -1,536 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 92,575 $16.1M 1.22% +213 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 92,525 $16.1M 0.57% +8,709 13F-HR Timeline Group KP Management LLC More: the full row for KP Management LLC 92,500 $16.1M 4.62% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 92,468 $16.1M 2.38% -4,275 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 92,118 $16.1M 1.13% -16,501 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 91,998 $16M 3.85% -586 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 91,380 $15.9M 0.45% +8,580 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 91,377 $15.9M 4.49% +1,074 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 91,176 $15.9M 6.57% -8,087 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 91,166 $15.9M 2.81% +7,418 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 91,160 $15.9M 4.17% -13,438 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 91,089 $15.9M 6.63% -21,147 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 91,059 $15.9M 8.85% -18,802 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 70,305 $15.9M 6.28% +2,309 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 90,497 $15.8M 0.32% +4,171 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 90,416 $15.8M 4.96% -286 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 90,379 $15.8M 1.67% -9,061 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 90,342 $15.8M 3.1% +86,161 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 90,340 $15.8M 5.85% +19,600 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 90,154 $15.7M 1.77% +14,093 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 90,099 $15.7M 11.09% +12,919 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 89,708 $15.6M 8.73% -425 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 89,548 $15.6M 3.85% -236 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 89,483 $15.6M 13.77% +4,232 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 89,355 $15.6M 1.55% -720 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 89,352 $15.6M 3.9% -394 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 89,297 $15.6M 0.65% -778 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 89,177 $15.6M 12.33% -2,630 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 89,085 $15.5M 0.43% +51,600 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 88,864 $15.5M 2.18% +240 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 88,860 $15.5M 1.46% +1,447 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 88,642 $15.5M 3.15% +2,234 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 88,542 $15.4M 4.73% +746 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 88,285 $15.4M 2.53% +42,336 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 88,237 $15.4M 1.61% +9,038 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 88,230 $15.4M 6.41% -1,618 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 88,161 $15.4M 4.28% -143 13F-HR Timeline CNB Bank More: the full row for CNB Bank 88,160 $15.4M 6.47% -5,000 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 88,111 $15.4M 3.86% +4,244 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 88,050 $15.4M 4.81% +2,748 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 87,987 $15.3M 0.95% +16,398 13F-HR Timeline Dilation Capital Management LP More: the full row for Dilation Capital Management LP 87,981 $15.3M 7.7% -33,880 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 87,965 $15.3M 12.74% -6,216 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 87,949 $15.3M 1.61% +19,560 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 87,826 $15.3M 4.15% -2,696 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 87,792 $15.3M 3.15% -519 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 87,760 $15.3M 2.2% +6,544 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 87,737 $15.3M 5.14% -1,751 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 87,693 $15.3M 1.38% -10,191 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 87,599 $15.3M 0.5% -2,157 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 87,508 $15.3M 2.66% +1,549 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 87,502 $15.3M 9% -554 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 87,500 $15.3M 2.32% -37,500 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 87,292 $15.2M 17.15% +77,412 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 91,736 $15.2M 2.31% +6,878 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 86,940 $15.2M 1.26% +348 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 86,912 $15.2M 3.43% +18,470 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 86,834 $15.1M 1.58% +34,636 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 86,782 $15.1M 1.71% -4,358 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 86,360 $15.1M 2.51% -2,095 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 86,146 $15M 1.71% -833 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 86,109 $15M 1.05% -1,605 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 85,932 $15M 9.77% -9,970 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 85,928 $15M 1.28% +721 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 85,862 $15M 4.4% -300 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 85,807 $15M 3.9% -106 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 85,465 $14.9M 0.79% +7,171 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 85,461 $14.9M 7.48% +3,903 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 85,436 $14.9M 6.09% -9,711 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 84,082 $14.9M 0.61% +44,814 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 85,277 $14.9M 2.57% +19,064 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 85,185 $14.9M 0.7% -90,240 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 85,153 $14.9M 0.83% -1,916 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 85,061 $14.8M 4.49% -1,632 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 84,959 $14.8M 3.22% -257 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 84,873 $14.8M 12.26% -1,770 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 84,800 $14.8M 0.88% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 84,789 $14.8M 0.39% -5,232 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 84,681 $14.8M 3.29% +5,377 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 84,616 $14.8M 2.28% +2,489 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 84,568 $14.7M 0.86% +8,362 13F-HR Timeline Group FIRETRAIL INVESTMENTS PTY LTD More: the full row for FIRETRAIL INVESTMENTS PTY LTD 84,466 $14.7M 5.03% +3,882 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 83,817 $14.7M 0.71% +4,055 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 84,386 $14.7M 1.95% +3,820 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 84,120 $14.7M 1.21% +16,361 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 84,109 $14.7M 1.23% +1,486 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 83,836 $14.6M 4.42% +814 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 83,835 $14.6M 4.58% +437 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 83,808 $14.6M 6.41% 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 83,564 $14.6M 3.47% -1,474 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 88,202 $14.6M 0.6% -752 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 83,484 $14.6M 4.38% +3,285 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 83,351 $14.5M 1.64% +5,055 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 83,265 $14.5M 3% +311 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 83,069 $14.5M 10.12% -232 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 83,049 $14.5M 6.08% -3,755 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 83,047 $14.5M 1.91% +2,133 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 82,983 $14.5M 3.03% 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 82,890 $14.5M 3.6% +1,010 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 82,770 $14.4M 7.28% -1,076 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 82,748 $14.4M 1.06% +6,810 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 82,736 $14.4M 5.21% -1,812 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 82,716 $14.4M 1.52% +10,940 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 82,699 $14.4M 2.74% -11,066 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 82,453 $14.4M 3.77% -1,415 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 82,430 $14.4M 2.78% +4,200 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 82,343 $14.4M 2.01% -923 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 82,208 $14.3M 6.06% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 82,059 $14.3M 1.36% +13,857 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 82,042 $14.3M 1.26% -1,538 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 81,170 $14.3M 2.34% -52 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 81,820 $14.3M 1.59% -106 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 81,598 $14.2M 4.55% +3,418 13F-HR/A Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 81,055 $14.1M 2.04% -4,856 13F-HR Timeline Privium Fund Management B.V. More: the full row for Privium Fund Management B.V. 81,000 $14.1M 2.94% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 80,843 $14.1M 2.65% -631 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 80,834 $14.1M 3.8% +12 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 80,770 $14.1M 1.27% +3,013 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 80,639 $14.1M 2.55% -153 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 80,352 $14M 1.26% +9,665 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 80,235 $14M 2.87% -4,779 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 80,207 $14M 2.24% +2,947 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 80,027 $14M 1.93% +3,347 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 80,000 $14M 2.76% +40,000 13F-HR Timeline Maestria Partners LLC More: the full row for Maestria Partners LLC 80,000 $14M 5.09% new 13F-HR Timeline Step Capital Management Pte. Ltd. More: the full row for Step Capital Management Pte. Ltd. 80,000 $14M 5.6% +70,000 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 79,990 $14M 1.89% -791 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 79,966 $13.9M 1.79% +5,851 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 79,959 $13.9M 6.7% -8,931 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 79,947 $13.9M 3.99% +283 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 79,857 $13.9M 4.37% -1,712 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 79,792 $13.9M 8.35% -1,000 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 79,703 $13.9M 9.09% -12,556 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 79,671 $13.9M 5.22% -1,854 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 79,698 $13.9M 1.16% -110 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 79,615 $13.9M 1.01% -5,298 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 79,394 $13.8M 0.87% +2,119 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 79,249 $13.8M 1.01% +1,387 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 79,195 $13.8M 6.49% +575 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 79,147 $13.8M 3.25% -1,705 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 79,090 $13.8M 2.21% +24 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 78,859 $13.8M 1.25% -3,898 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 78,413 $13.7M 1.31% +268 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 78,317 $13.7M 0.76% -879 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 78,302 $13.7M 5.78% -1,544 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 78,166 $13.6M 3.52% -11,713 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 78,057 $13.6M 2.73% -90 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 77,895 $13.6M 2.4% +4,963 13F-HR Timeline