Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 516,943 $51.1M 0.38% +9,500 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 178,998 $17.7M 0.25% -57,265 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 172,657 $17.1M 1.94% -4,305 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 160,174 $15.8M 1.05% -701 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 146,955 $14.5M 1.5% -4,518 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 141,697 $14M 0.54% -4,176 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 139,913 $13.8M 0.38% -10,269 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 103,685 $10.2M 0.72% -1,308 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 102,483 $10.1M 0.73% +2,180 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 88,242 $8.72M 0.87% -3,954 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 85,521 $8.45M 1.42% -3,817 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 84,377 $8.34M 0.06% +10,431 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 63,329 $6.26M 1.99% -3,312 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 63,302 $6.26M 0.54% -2,135 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 62,372 $6.16M 0.21% +7,656 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 58,629 $5.79M 2.11% +10,323 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 56,544 $5.59M 0.08% -9,287 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 56,372 $5.57M 0.48% +88 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 47,808 $4.72M 0.27% -666 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 47,695 $4.71M 0.35% -2,289 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 46,970 $4.64M 0.31% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46,666 $4.61M 0.12% -1,003 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 45,798 $4.53M 0.94% +1,386 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 45,708 $4.52M 1.79% -900 13F-HR Timeline ANB BANK More: the full row for ANB BANK 35,795 $3.54M 1.26% +633 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 35,282 $3.49M 1.23% -928 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 34,869 $3.45M 0.68% +376 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 33,895 $3.35M 0.04% -6,276 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 32,700 $3.23M 1.05% 0 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 32,308 $3.19M 1.15% -15,436 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 31,056 $3.07M 0.67% -13,878 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 28,525 $2.82M 1.58% +11,971 13F-HR Timeline CX Institutional More: the full row for CX Institutional 28,023 $2.77M 0.08% -66,466 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 27,499 $2.72M 0.29% -1,216 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 27,382 $2.71M 0.54% -154 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 26,712 $2.64M 0.06% -195 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 26,104 $2.58M 0.14% +749 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 25,820 $2.55M 0.07% +421 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,879 $2.35M 0.06% +879 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 23,009 $2.27M 1% -974 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 21,410 $2.12M 0.63% +294 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 20,659 $2.04M 0.17% +5,387 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,357 $2.01M 0.53% +55 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 19,456 $1.92M 0.05% -496 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 19,049 $1.88M 0.04% -15 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 18,518 $1.83M 0.41% -195 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 18,491 $1.83M 0.31% +1,809 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 18,368 $1.82M 0.47% +3,450 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 18,055 $1.78M 0.21% +8,090 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,358 $1.72M 0.05% -8,647 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 16,750 $1.66M 0.15% -1,543 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,695 $1.55M 0.02% -14 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,228 $1.5M 0.15% -830 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 14,927 $1.48M 1.05% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 14,650 $1.45M 0.29% +295 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,451 $1.43M 0.09% +1,689 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,067 $1.39M 0.13% -405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Apella Capital, LLC More: the full row for Apella Capital, LLC 14,023 $1.38M 0.02% +2,493 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 12,123 $1.2M 0.08% -910 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,045 $1.19M 0.18% -485 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11,938 $1.15M 0.35% +79 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 11,646 $1.15M 0.02% -2,353 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 11,148 $1.1M 0.32% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,454 $1.03M 0.57% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 9,721 $961K 0.14% +494 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 9,000 $889K 0.93% +100 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9,054 $875K 0.49% -149 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,712 $861K 0.19% -485 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,584 $843K 0.16% -57 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,509 $841K 0.18% -880 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 8,238 $814K 0.23% -19 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 8,143 $805K 0.07% +4,133 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 7,940 $785K 0.51% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,612 $752K 0.09% +1,313 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 7,478 $739K 0.22% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,442 $736K 0.03% -41 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,249 $716K 0.37% -265 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 7,222 $714K 0.64% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,826 $675K 0.05% +36 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,676 $660K 0.06% -499 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,658 $658K 0.17% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,589 $651K 0.39% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,305 $623K 0.33% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,230 $616K 0.11% -75 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,124 $605K 0.1% +1,241 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,046 $598K 0.21% -52 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,038 $597K 0.13% +82 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,012 $594K 0.22% -12 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,972 $590K 0.04% -166 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,831 $576K 0.21% -2,333 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,361 $530K 0.1% -105 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 5,195 $513K 0.14% -5,057 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,163 $510K 0.09% +4 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 5,090 $503K 0.47% -19 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,849 $485K 0.22% -34 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 4,827 $477K 0.34% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,621 $457K 0.27% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,417 $437K 0.08% +450 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,219 $417K 0.03% +4 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,029 $398K 0.03% -215 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,883 $375K 0.16% -46 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,683 $364K 0.07% +1,106 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,523 $348K 0.02% -11 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,479 $344K 0.1% +1,207 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,469 $343K 0.24% +221 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,464 $342K 0.17% +2 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,456 $342K 0.04% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,405 $337K 0.03% -50 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,308 $327K 0.22% -220 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,291 $325K 0.09% -91 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,286 $325K 0.03% +22 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,276 $324K 0.12% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,267 $323K 0.06% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,079 $304K 0.02% +324 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,000 $296K 0.27% -279 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,000 $296K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dorato Capital Management More: the full row for Dorato Capital Management 2,946 $291K 0.19% -88 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,628 $260K 0.16% -355 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,627 $260K 0.19% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,623 $259K 0.2% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,610 $258K 0.11% -749 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,521 $249K 0.06% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,491 $246K 0.06% +6 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,471 $244K 0.15% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,462 $243K 0.03% -18 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,363 $234K 0.1% -5,982 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,355 $233K 0.13% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,353 $233K 0.06% +19 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,326 $230K 0.06% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,288 $226K 0.06% +30 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,132 $211K 0.01% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,101 $208K <0.01% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,120 $207K 0.03% +9 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 2,088 $206K 0.09% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,890 $187K 0.15% +279 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,749 $173K 0.1% +300 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,742 $172K 0.05% +314 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,570 $155K 0.04% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,432 $142K 0.05% -201 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,392 $138K 0.09% -1,198 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,380 $136K 0.01% -3,579 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 1,289 $129K 0.06% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,276 $126K 0.07% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,256 $124K 0.1% +3 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 902 $89.1K 0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 790 $78.1K 0.01% -100 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 621 $61.4K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 550 $54.4K <0.01% -32 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 508 $50.2K 0.02% -28 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 496 $49K 0.03% +11 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 490 $48.4K 0.03% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 467 $46.2K 0.01% +14 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 211 $20.9K 0.01% -20 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 160 $15.8K 0.01% +6 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 144 $14.3K 0.01% +53 13F-HR Timeline