Dempze Nancy E More: the full row for Dempze Nancy E 8,789 $2.78M 1.6% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,788 $2.78M 1.28% +605 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,762 $2.77M 0.18% -164 13F-HR Timeline Group Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 8,716 $2.75M 2.47% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,705 $2.75M 0.82% +343 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,703 $2.75M 0.52% +217 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,698 $2.75M 0.85% 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 8,673 $2.74M 0.1% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,666 $2.74M 1.39% +888 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 8,652 $2.73M 1.03% -699 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,651 $2.73M 0.41% +739 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,651 $2.73M 0.91% -26 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,649 $2.73M 1.33% -588 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,648 $2.73M 0.26% +256 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,638 $2.73M 0.59% +4,533 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,606 $2.72M 0.34% +116 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,586 $2.71M new Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 8,571 $2.71M 2.06% +25 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,541 $2.7M 2.65% 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 8,529 $2.7M 1.75% +12 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,529 $2.7M 0.34% +4,249 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,527 $2.69M 0.58% 0 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 8,526 $2.69M 0.41% -587 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 8,500 $2.69M 0.32% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,494 $2.68M 1.44% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 7,749 $2.68M 0.26% +393 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 8,478 $2.68M 0.58% +211 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,477 $2.68M 0.2% +6,076 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,459 $2.67M 0.24% +113 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,445 $2.67M 0.4% 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,442 $2.67M 1.37% 0 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 8,406 $2.66M 1.62% 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 8,402 $2.66M 2.1% 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 8,394 $2.65M 1.4% +47 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,388 $2.65M 0.1% +3,320 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 8,575 $2.65M 1.08% -492 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 8,378 $2.65M 1.26% -770 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,365 $2.64M 0.55% -8,217 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,337 $2.63M 0.16% -211 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,312 $2.63M 1.37% 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 8,300 $2.62M 0.07% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 8,256 $2.61M 0.34% -6 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 8,255 $2.61M 0.04% -28,739 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,253 $2.61M 0.26% +101 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,227 $2.6M 0.95% +282 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 8,218 $2.6M 0.99% +27 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 8,210 $2.59M 0.06% +1,744 13F-HR/A Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 8,203 $2.59M 1.14% -899 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 8,192 $2.59M 1.02% -47 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,163 $2.58M 0.21% +48 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 8,163 $2.58M 1.68% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,163 $2.58M 0.57% +380 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 8,151 $2.58M 0.57% +37 13F-HR Timeline TREMBLANT CAPITAL GROUP in group TREMBLANT CAPITAL GROUP More: the full row for TREMBLANT CAPITAL GROUP 8,116 $2.56M 0.27% +1,044 13F-HR Timeline Group Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 8,081 $2.55M 2.25% 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,075 $2.55M 0.67% +9 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,056 $2.55M 0.38% +228 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 8,053 $2.54M 1.35% -784 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 8,046 $2.54M 0.04% -576 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 8,043 $2.54M 0.78% +295 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 8,034 $2.54M 0.97% +1,234 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 8,033 $2.54M 1.06% -52 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,016 $2.53M 0.33% -750 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,007 $2.53M 0.09% -360 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 7,993 $2.53M 0.06% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,979 $2.52M 0.53% +41 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,972 $2.52M 0.82% -121 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,963 $2.52M 0.63% +5,081 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 7,950 $2.52M 0.47% +613 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 7,945 $2.51M 0.32% +455 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,937 $2.51M 0.22% +239 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,933 $2.51M 0.26% +425 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,914 $2.5M 1.53% 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 7,873 $2.49M 0.46% -126 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,855 $2.48M 0.18% -882 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 7,850 $2.48M 0.78% +850 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,834 $2.48M 0.61% +163 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,824 $2.47M 0.94% 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 7,817 $2.47M 1.03% 0 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 7,808 $2.47M 1.31% -21 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,807 $2.47M 0.04% new 13F-HR Timeline Group CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 9,377 $2.46M 1.55% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 7,767 $2.45M 0.53% +687 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 7,761 $2.45M 0.08% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 7,730 $2.44M 0.92% -53 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,704 $2.43M 0.36% 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 7,690 $2.43M 0.57% +17 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,685 $2.43M 0.47% -930 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 7,661 $2.42M 0.52% -146 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 7,646 $2.42M 0.94% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,636 $2.41M 0.24% +43 13F-HR/A Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,620 $2.41M 0.11% +58 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,608 $2.4M 0.15% -1,706 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,601 $2.4M 1.02% +81 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 7,580 $2.4M 1.81% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,579 $2.4M 0.33% -70 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 7,582 $2.39M 2.79% +172 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,559 $2.39M 0.9% +17 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,550 $2.39M 0.48% 0 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. 7,532 $2.38M 0.09% +1,077 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,525 $2.38M 0.91% -565 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 7,500 $2.37M 1.96% -1,371 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 7,463 $2.36M 0.35% +36 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,431 $2.35M 2.02% -43 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7,411 $2.34M 0.3% +4,800 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 7,399 $2.34M 0.42% -1,862 13F-HR/A Timeline Retireful, LLC More: the full row for Retireful, LLC 7,389 $2.34M 1.31% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 7,377 $2.33M 0.53% -25 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 7,368 $2.33M 1.13% +202 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 7,337 $2.32M 1.33% +344 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 7,329 $2.32M 0.47% +2,094 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,328 $2.32M 0.79% -907 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,320 $2.31M 0.23% +95 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,319 $2.31M 0.27% -50 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 7,309 $2.31M 0.93% +1,632 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 7,294 $2.31M 1.19% -770 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 7,283 $2.3M 0.75% +30 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,263 $2.3M 0.93% +39 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,261 $2.29M 0.45% +121 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 7,259 $2.29M 0.42% +208 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,256 $2.29M 0.62% -200 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,256 $2.29M 0.42% +68 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,251 $2.29M 0.04% +30 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 7,251 $2.29M 0.59% -442 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 7,239 $2.29M 0.39% +83 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,238 $2.29M 0.92% +579 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 7,214 $2.28M 0.29% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 7,197 $2.27M 1.07% -37 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,187 $2.27M 1% +152 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,177 $2.27M 0.76% -2,354 13F-HR/A Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,166 $2.26M 0.5% +4,254 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,159 $2.26M 2.15% 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,155 $2.26M 0.33% -250 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,153 $2.26M 0.17% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,148 $2.26M 1.05% +76 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 7,144 $2.26M 1.8% 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 7,122 $2.25M 2.46% -347 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,117 $2.25M 0.73% +155 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,109 $2.25M 0.37% -425 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 7,102 $2.24M 1.58% +63 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 7,101 $2.24M 0.55% +78 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 7,080 $2.24M 1.92% +79 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,076 $2.24M 0.4% +1,049 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,056 $2.23M 0.23% -470 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,056 $2.23M 0.75% -95 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 7,036 $2.22M 1.61% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,020 $2.22M 0.76% +619 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,015 $2.22M 1.66% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 7,005 $2.21M 0.22% -51 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 7,000 $2.21M 0.67% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 6,994 $2.21M 0.01% -1 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,658 $2.2M 1.76% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,952 $2.2M 0.05% +2,387 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 6,950 $2.2M 0.91% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,947 $2.2M 0.67% -684 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,946 $2.2M 0.8% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 6,937 $2.19M 2.51% -550 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,929 $2.19M 1.46% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,928 $2.19M 0.03% +3,565 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,921 $2.19M 0.85% -229 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,911 $2.18M 0.98% -30 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 6,892 $2.18M 1.18% +735 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,854 $2.17M 1.62% +231 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,849 $2.16M 0.76% -38 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,844 $2.16M 0.59% +320 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,834 $2.16M 0.21% +1,520 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 6,827 $2.16M 1.27% -320 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,826 $2.16M 0.2% -3,531 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,822 $2.16M 0.97% +338 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,815 $2.15M 0.18% -48 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,815 $2.15M 1.83% +5,151 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 6,810 $2.15M 0.4% -285 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,794 $2.15M 1.54% +6 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 6,770 $2.14M 2.02% -25 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,764 $2.14M 0.25% +253 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,763 $2.14M 0.78% +717 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,759 $2.14M 1.74% -17 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,738 $2.13M 0.58% -119 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,723 $2.12M 0.39% -4 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,719 $2.12M 0.47% -600 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 6,718 $2.12M 2.43% +3,038 13F-HR/A Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 6,705 $2.12M 0.93% +345 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,701 $2.12M 0.28% -1,601 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 6,441 $2.11M 2.09% -325 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,662 $2.11M 0.59% +92 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 6,650 $2.1M 0.47% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,636 $2.1M 0.31% +1,639 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,629 $2.1M 0.83% -41 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,620 $2.09M 1.78% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,617 $2.09M 1.88% -173 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,608 $2.09M 0.63% -477 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,601 $2.09M 0.7% -4 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 6,595 $2.08M 1.56% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,593 $2.08M 0.69% -30 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 6,563 $2.07M 0.34% -496 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,543 $2.07M 0.77% +1,937 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 6,543 $2.07M 0.67% +39 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,537 $2.07M 0.47% -21 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,524 $2.06M 0.19% -299 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,521 $2.06M 0.64% +732 13F-HR Timeline