SEC Form 13F-HR

Quarterly Report

SEC Form 13F-HR
Quarterly report filed by institutional managers, Holdings
Filings
DateFormCompany
2019-07-22 17:27:0813F-HR Willow Creek Wealth Management Inc.
2019-07-22 17:26:3913F-HR Krueger & Catalano Capital Partners, LLC
2019-07-22 17:25:4113F-HR Clear Harbor Asset Management, LLC
2019-07-22 17:17:5913F-HR CIM, LLC
2019-07-22 17:16:0813F-HR Concentrum Wealth Management
2019-07-22 17:12:4113F-HR Stordahl Capital Management, Inc.
2019-07-22 17:11:3313F-HR ROOF EIDAM & MAYCOCK/ADV
2019-07-22 17:10:1013F-HR Nepsis, Inc.
2019-07-22 17:09:1713F-HR Perella Weinberg Partners Capital Management LP
2019-07-22 17:08:2413F-HR Nikulski Financial, Inc.
2019-07-22 17:07:4013F-HR DOWLING & YAHNKE LLC
2019-07-22 17:05:1513F-HR South Street Advisors LLC
2019-07-22 16:39:2913F-HR Hamlin Capital Management, LLC
2019-07-22 16:38:3113F-HR Rhenman & Partners Asset Management AB
2019-07-22 16:34:4513F-HR RIVERSTONE HOLDINGS LLC
2019-07-22 16:32:3313F-HR Birch Hill Investment Advisors LLC
2019-07-22 16:29:3713F-HR Nalanda India Fund LTD
2019-07-22 16:29:2613F-HR OTA Financial Group L.P.
2019-07-22 16:28:1113F-HR Nalanda India Equity Fund Ltd
2019-07-22 16:23:4113F-HR CHEMUNG CANAL TRUST CO
2019-07-22 16:18:2513F-HR ROMAN BUTLER FULLERTON & CO
2019-07-22 15:45:2913F-HR AMARILLO NATIONAL BANK
2019-07-22 15:34:1713F-HR JJJ Advisors Inc.
2019-07-22 15:16:0713F-HR Jordan Park Group LLC
2019-07-22 15:13:3213F-HR Starfire Investment Advisers, Inc.
2019-07-22 15:11:5613F-HR SG Capital Management LLC
2019-07-22 15:00:2213F-HR FIRST NATIONAL TRUST CO
2019-07-22 14:56:3813F-HR MATLINPATTERSON GLOBAL ADVISERS LLC
2019-07-22 14:55:4813F-HR SANTA MONICA PARTNERS LP
2019-07-22 14:55:0513F-HR MP
2019-07-22 14:46:2113F-HR Clean Yield Group
2019-07-22 14:24:2813F-HR Exchange Capital Management, Inc.
2019-07-22 14:17:1813F-HR Strategic Advisors LLC
2019-07-22 14:04:2913F-HR Legato Capital Management LLC
2019-07-22 13:51:4513F-HR DIAMANT ASSET MANAGEMENT, INC.
2019-07-22 13:45:5513F-HR Westbourne Investment Advisors, Inc.
2019-07-22 13:37:5413F-HR MURPHY CAPITAL MANAGEMENT INC
2019-07-22 13:04:4213F-HR BAINCO INTERNATIONAL INVESTORS
2019-07-22 12:56:1113F-HR State of New Jersey Common Pension Fund D
2019-07-22 12:44:4613F-HR Eidelman Virant Capital
2019-07-22 12:39:4613F-HR TOEWS CORP /ADV
2019-07-22 12:33:2713F-HR TOEWS CORP /ADV
2019-07-22 12:27:0313F-HR Madden Advisory Services, Inc.
2019-07-22 12:25:2113F-HR FLAGSHIP HARBOR ADVISORS, LLC
2019-07-22 12:24:2613F-HR TOEWS CORP /ADV
2019-07-22 12:14:0513F-HR TOEWS CORP /ADV
2019-07-22 12:12:1313F-HR Violich Capital Management, Inc.
2019-07-22 12:11:5613F-HR Providence Wealth Advisors, LLC
2019-07-22 12:10:3813F-HR DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
2019-07-22 12:09:0013F-HR FOUNDERS FINANCIAL SECURITIES LLC
2019-07-22 12:00:0513F-HR GILLESPIE ROBINSON & GRIMM INC
2019-07-22 11:58:3913F-HR AE Wealth Management LLC
2019-07-22 11:57:2413F-HR TOEWS CORP /ADV
2019-07-22 11:55:2013F-HR MOODY NATIONAL BANK TRUST DIVISION
2019-07-22 11:44:0613F-HR DILLON & ASSOCIATES INC
2019-07-22 11:43:3613F-HR Kistler-Tiffany Companies, LLC
2019-07-22 11:42:3013F-HR INTEGRATED CAPITAL MANAGEMENT, INC.
2019-07-22 11:36:3613F-HR DERBY & COMPANY, INC
2019-07-22 11:36:2413F-HR Teilinger Capital Ltd.
2019-07-22 11:24:1913F-HR Bellecapital International Ltd.
2019-07-22 11:11:0913F-HR United Bank
2019-07-22 10:56:4413F-HR Field & Main Bank
2019-07-22 10:30:1413F-HR DELTA CAPITAL MANAGEMENT LLC
2019-07-22 10:26:4313F-HR BRANDYWINE OAK PRIVATE WEALTH LLC
2019-07-22 10:16:0813F-HR Blue Fin Capital, Inc.
2019-07-22 10:06:4313F-HR WEYBOSSET RESEARCH & MANAGEMENT LLC
2019-07-22 09:57:5513F-HR Gresham Partners, LLC
2019-07-22 09:54:1513F-HR Kelman-Lazarov, Inc.
2019-07-22 09:52:1213F-HR Security National Bank
2019-07-22 09:41:0813F-HR JAG CAPITAL MANAGEMENT, LLC
2019-07-22 09:38:2313F-HR Inlet Private Wealth, LLC
2019-07-22 09:22:4713F-HR Cribstone Capital Management, LLC
2019-07-22 09:03:2413F-HR Allen Capital Group, LLC
2019-07-22 09:02:0413F-HR Resolution Capital Ltd
2019-07-22 08:51:2813F-HR Engadine Partners LLP
2019-07-22 08:41:4113F-HR Jolley Asset Management, LLC
2019-07-22 06:02:5813F-HR Harel Insurance Investments & Financial Services Ltd., Harel Insurance Investments & Financial Services Ltd.
2019-07-19 19:35:3113F-HR Stevens First Principles Investment Advisors
2019-07-19 17:52:1013F-HR Cornell Pochily Investment Advisors, Inc.
2019-07-19 17:50:4613F-HR Wells Trecaso Financial Group, LLC
2019-07-19 17:49:3513F-HR AdvicePeriod, LLC
2019-07-19 17:33:3713F-HR Wealthquest Corp
2019-07-19 17:32:4413F-HR Newport Wealth Strategies, Inc.
2019-07-19 17:30:4013F-HR Buckley Wealth Management, LLC
2019-07-19 17:21:3113F-HR Telos Capital Management, Inc.
2019-07-19 17:20:4213F-HR Robeco Institutional Asset Management B.V.
2019-07-19 17:19:3313F-HR DORCHESTER WEALTH MANAGEMENT Co
2019-07-19 17:13:1113F-HR Epstein & White Financial LLC
2019-07-19 17:02:0213F-HR Arcus Capital Partners, LLC
2019-07-19 16:53:2213F-HR Davy Asset Management Ltd
2019-07-19 16:45:3613F-HR FDx Advisors, Inc.
2019-07-19 16:40:2013F-HR HANSEATIC MANAGEMENT SERVICES INC
2019-07-19 16:33:0513F-HR GRACE & WHITE INC /NY
2019-07-19 16:31:2113F-HR QV Investors Inc.
2019-07-19 16:29:3613F-HR Meridian Financial Partners LLC
2019-07-19 16:19:3913F-HR Black Diamond Financial, LLC
2019-07-19 15:49:2713F-HR SeaCrest Wealth Management, LLC
2019-07-19 15:43:3413F-HR PRENTISS SMITH & CO INC
2019-07-19 15:36:1813F-HR Copeland Capital Management, LLC
2019-07-19 15:34:2413F-HR LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
2019-07-19 15:17:0713F-HR JGP Global Gestao de Recursos Ltda.
2019-07-19 15:17:0113F-HR Cornerstone Investment Partners, LLC
2019-07-19 15:08:4113F-HR G&S Capital LLC, G&S Capital LLC
2019-07-19 15:06:3313F-HR Chessman Wealth Strategies RIA
2019-07-19 14:56:4413F-HR Cerebellum GP, LLC
2019-07-19 14:44:1313F-HR D.B. Root & Company, LLC
2019-07-19 14:44:0913F-HR COLTON GROOME FINANCIAL ADVISORS, LLC
2019-07-19 14:43:1713F-HR First American Bank
2019-07-19 14:37:4513F-HR Destination Wealth Management
2019-07-19 13:54:4113F-HR MUTUAL OF OMAHA BANK WEALTH MANAGEMENT
2019-07-19 13:49:4013F-HR STERLING INVESTMENT ADVISORS LLC /ADV
2019-07-19 13:43:1013F-HR Garner Asset Management Corp
2019-07-19 13:40:0113F-HR PIONEER TRUST BANK N A/OR
2019-07-19 13:32:3613F-HR Lenox Wealth Management, Inc.
2019-07-19 13:30:2213F-HR IMA Wealth, Inc.
2019-07-19 13:26:5013F-HR Verger Capital Management LLC
2019-07-19 13:21:2913F-HR Alpha Cubed Investments, LLC
2019-07-19 13:20:5413F-HR Sageworth Trust Co
2019-07-19 13:19:3513F-HR Private Vista, LLC
2019-07-19 13:11:1113F-HR MARINO, STRAM & ASSOCIATES LLC
2019-07-19 12:54:1013F-HR ROANOKE ASSET MANAGEMENT CORP/ NY
2019-07-19 12:35:4913F-HR Meridian Wealth Management, LLC
2019-07-19 12:35:0213F-HR MOLLER FINANCIAL SERVICES
2019-07-19 12:25:0413F-HR Regal Wealth Group, Inc.
2019-07-19 12:22:3013F-HR TEXAS CAPITAL BANCSHARES INC/TX
2019-07-19 12:16:2313F-HR Sonora Investment Management, LLC
2019-07-19 12:11:3013F-HR Farmers & Merchants Trust Co of Chambersburg PA, Farmers & Merchants Trust Co of Chambersburg PA
2019-07-19 12:06:0213F-HR Bristlecone Advisors, LLC
2019-07-19 12:00:0213F-HR Capital Impact Advisors, LLC
2019-07-19 11:53:3213F-HR GEORGE KAISER FAMILY FOUNDATION
2019-07-19 11:51:5913F-HR BESSEMER SECURITIES LLC
2019-07-19 11:44:2013F-HR NORRIS PERNE & FRENCH LLP/MI
2019-07-19 11:40:3413F-HR ARMSTRONG HENRY H ASSOCIATES INC
2019-07-19 11:26:4113F-HR Crossvault Capital Management LLC
2019-07-19 11:23:1313F-HR BESSEMER GROUP INC
2019-07-19 11:23:0913F-HR COMMONWEALTH EQUITY SERVICES, LLC
2019-07-19 11:06:4513F-HR Machina Capital S.A.S.
2019-07-19 11:05:1113F-HR Briar Hall Management LLC
2019-07-19 10:58:3013F-HR Focused Wealth Management, Inc
2019-07-19 10:56:1313F-HR LexAurum Advisors, LLC
2019-07-19 10:39:3913F-HR ABNER HERRMAN & BROCK LLC
2019-07-19 10:16:2913F-HR Summit Creek Advisors LLC
2019-07-19 10:10:1713F-HR LYNCH & ASSOCIATES/IN
2019-07-19 10:06:5313F-HR REGIONS FINANCIAL CORP
2019-07-19 09:59:1913F-HR Camelot Portfolios, LLC
2019-07-19 09:58:0013F-HR USS Investment Management Ltd
2019-07-19 09:53:2313F-HR Broadleaf Partners, LLC
2019-07-19 09:47:0813F-HR CANANDAIGUA NATIONAL BANK & TRUST CO
2019-07-19 09:44:5613F-HR Mackey Komara & Dankovich, LLC
2019-07-19 09:42:0913F-HR LVZ Advisors, Inc.
2019-07-19 09:35:5213F-HR Arvest Bank Trust Division
2019-07-19 09:25:4613F-HR Winslow, Evans & Crocker, Inc.
2019-07-19 09:25:2113F-HR NORTHSTAR CAPITAL MANAGEMENT LLC
2019-07-19 09:11:1213F-HR BALDWIN BROTHERS INC/MA
2019-07-19 06:03:3213F-HR Livforsakringsbolaget Skandia, Omsesidigt
2019-07-18 21:05:4913F-HR Well Done, LLC
2019-07-18 20:54:5713F-HR Genesee Capital Advisors, LLC
2019-07-18 19:45:4313F-HR Parisi Gray Wealth Management
2019-07-18 17:26:4513F-HR Annex Advisory Services, LLC
2019-07-18 16:52:2613F-HR Altium Wealth Management LLC
2019-07-18 16:48:3213F-HR Sarasin & Partners LLP
2019-07-18 16:45:3613F-HR Hurlow Wealth Management Group, Inc.
2019-07-18 16:44:1113F-HR Moors & Cabot, Inc., Moors & Cabot, Inc.
2019-07-18 16:43:0113F-HR EagleClaw Capital Managment, LLC
2019-07-18 16:41:3613F-HR Twele Capital Management, Inc.
2019-07-18 16:36:2813F-HR NWAM LLC
2019-07-18 16:35:4013F-HR LBMC INVESTMENT ADVISORS, LLC
2019-07-18 16:34:5913F-HR Sarbit Advisory Services Inc.
2019-07-18 16:28:0013F-HR INDEPENDENT INVESTORS INC
2019-07-18 16:20:5613F-HR Bay Harbor Wealth Management, LLC
2019-07-18 16:16:4913F-HR Cascade Investment Advisors, Inc.
2019-07-18 16:15:2613F-HR PRIO WEALTH LIMITED PARTNERSHIP
2019-07-18 16:14:0813F-HR VK Services, LLC
2019-07-18 16:11:2813F-HR Koshinski Asset Management, Inc.
2019-07-18 16:11:1813F-HR Vigilant Capital Management, LLC
2019-07-18 16:08:2913F-HR Eqis Capital Management, Inc.
2019-07-18 15:33:0013F-HR CAMPBELL CAPITAL MANAGEMENT INC
2019-07-18 15:21:5813F-HR MainStreet Investment Advisors LLC
2019-07-18 15:10:4713F-HR HOLLENCREST CAPITAL MANAGEMENT
2019-07-18 15:06:4813F-HR Ferris Capital, LLC
2019-07-18 15:03:2813F-HR OCEAN ARETE LTD
2019-07-18 15:02:1313F-HR Mengis Capital Management, Inc.
2019-07-18 15:00:1213F-HR NuWave Investment Management, LLC
2019-07-18 14:58:4713F-HR FIRST NATIONAL BANK SIOUX FALLS
2019-07-18 14:47:1613F-HR BANK OF THE WEST
2019-07-18 14:41:4613F-HR Beacon Capital Management, Inc.
2019-07-18 14:39:1413F-HR BOURGEON CAPITAL MANAGEMENT LLC
2019-07-18 14:25:0613F-HR Armbruster Capital Management, Inc.
2019-07-18 14:22:4413F-HR TAIYO LIFE INSURANCE CO
2019-07-18 14:06:0113F-HR PRIVATE CAPITAL MANAGEMENT LLC
2019-07-18 14:01:3313F-HR Hamilton Point Investment Advisors, LLC
2019-07-18 13:53:5713F-HR Shulman DeMeo Asset Management LLC
2019-07-18 13:47:3013F-HR Hardy Reed LLC
2019-07-18 13:43:5013F-HR Foundry Partners, LLC
2019-07-18 13:40:2513F-HR Perennial Advisors, LLC
2019-07-18 13:36:3813F-HR Private Capital Advisors, Inc.
2019-07-18 13:18:3713F-HR American Research & Management Co.

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