Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 412,362 $67.5M 0.9% -6,179 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 322,657 $52.7M 0.73% -86,848 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 233,040 $38.1M 1.68% +88,495 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 161,560 $26.4M 0.4% -547 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 118,811 $19.8M 0.88% +15,083 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 42,692 $6.99M 3.51% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 41,277 $6.76M 0.18% -477 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 27,418 $4.49M 0.26% +842 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 27,096 $4.43M 0.38% -70 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 23,235 $3.8M 1.97% +550 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 22,439 $3.67M 0.76% +1,125 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 19,984 $3.27M 1.84% +1,141 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 19,867 $3.25M 0.09% -512 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,811 $2.75M 0.02% +791 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 16,399 $2.68M 0.2% +510 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 15,368 $2.52M 1.21% +340 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 12,715 $2.08M 0.01% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,691 $2.08M 0.18% +929 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,090 $1.82M 0.7% +55 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,543 $1.73M 0.05% -659 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,732 $1.59M 0.05% +509 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,601 $1.41M 0.28% +1,978 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,194 $1.34M 0.58% -105 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,067 $1.32M 0.12% +1,137 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,698 $1.26M 0.28% +463 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,875 $1.13M 0.12% -1,450 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 6,172 $1.01M 0.67% +273 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,003 $983K 0.54% 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,149 $843K 0.3% -157 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,769 $781K 0.01% -687 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,509 $752K 0.02% +1,716 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,228 $692K 0.02% -715 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,629 $594K 0.22% +6 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,345 $548K 0.04% -16 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,245 $531K 0.07% +1,678 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,103 $508K 0.03% +283 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,825 $462K 0.01% -1,165 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,759 $452K 0.1% +70 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,700 $444K 0.08% -24 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,500 $409K 0.23% +710 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,391 $391K 0.21% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,375 $383K 0.16% +109 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,192 $359K 0.04% -3,305 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,170 $355K 0.06% +185 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,096 $343K 0.25% +471 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,058 $337K 0.01% -14 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,057 $337K 0.03% -5 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,039 $334K 0.05% +106 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,955 $320K 0.21% +46 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,942 $318K 0.09% -364 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,876 $307K 0.09% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,779 $291K 0.05% +35 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,773 $290K 0.02% +40 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,548 $257K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,530 $250K 0.14% -60 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,492 $247K <0.01% -4 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,435 $235K 0.18% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,400 $229K 0.02% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,360 $223K 0.03% -110 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,261 $206K 0.01% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,242 $203K 0.16% new 13F-HR Timeline Trust Co More: the full row for Trust Co 825 $135K 0.01% +85 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 803 $131K 0.02% +176 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 577 $94.6K <0.01% -15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 511 $83.6K 0.01% -32 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 507 $81.7K 0.05% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 414 $67.8K 0.05% +39 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 327 $53.5K 0.15% +104 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 325 $53.2K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 300 $49.1K 0.03% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 255 $41.7K <0.01% +105 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 243 $39.8K 0.02% +1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 180 $29.5K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 151 $24.7K <0.01% -1,750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 143 $23.4K <0.01% +1 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 140 $23K 0.02% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 140 $22.9K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 133 $21.8K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 128 $21K 0.01% +11 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 115 $18.8K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 108 $17.7K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 88 $14.4K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 75 $12.3K <0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 31 $5K <0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 23 $3.77K <0.01% -13 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $2.62K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13 $2.13K <0.01% -42 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 11 $1.8K <0.01% -33 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10 $1.64K <0.01% -5 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $1.47K <0.01% -12 13F-HR Timeline