Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 338,738 $94.2M 1.26% -7,176 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 188,435 $52.4M 0.88% -14,462 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 67,572 $18.8M 0.72% +2,250 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 57,810 $16.1M 1.44% +2,021 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20,898 $5.81M 0.15% -162 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 20,165 $5.61M 2.69% +30 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,229 $4.79M 0.35% +531 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 17,143 $4.77M 0.44% -5,424 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,659 $3.8M 0.1% -1,062 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,794 $3.56M 0.37% -105 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,389 $3.45M 0.05% -672 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,722 $2.7M 0.52% +141 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 8,397 $2.34M 0.88% -255 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 7,375 $2.05M 0.65% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,657 $1.85M 0.01% -652 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,049 $1.68M 0.05% -329 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 6,045 $1.68M 0.34% +771 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,641 $1.57M 0.05% +317 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,502 $1.55M 0.29% -1,719 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,969 $1.38M 0.36% +9 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,554 $1.27M 0.01% -57 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,431 $1.23M 0.11% -73 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,368 $1.22M 0.81% -91 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,000 $1.11M 0.19% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,858 $1.07M 0.19% -125 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,579 $996K 0.2% -100 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,495 $972K 0.1% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,249 $904K 0.02% +253 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,115 $867K 0.62% -1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,039 $846K 0.08% -307 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,034 $844K 0.09% -724 13F-HR Timeline Legacy Private Trust Co. 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More: the full row for General Partner, Inc. 1,668 $464K 0.25% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,605 $447K 0.03% -30 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,600 $445K 0.03% 0 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,500 $417K 0.12% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,339 $373K 0.02% +107 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,316 $366K 0.1% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,177 $327K 0.03% -206 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,070 $298K 0.29% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. 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ALLISON & CO., INC. 800 $223K 0.12% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 801 $219K 0.09% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 784 $218K 0.02% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 779 $217K 0.17% -56 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 771 $215K 0.12% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 747 $209K 0.1% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 746 $208K 0.02% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 742 $206K 0.59% -4 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 741 $206K 0.02% -445 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 721 $201K 0.04% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 434 $119K 0.07% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 355 $98.8K 0.06% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 299 $83.4K 0.05% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $55.6K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 185 $51.6K <0.01% +11 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 164 $45.6K 0.01% +12 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 130 $36.2K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 130 $36.2K 0.02% -70 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 125 $34.8K <0.01% -4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 71 $19.8K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 58 $16.1K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 57 $15.9K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 44 $12.2K 0.01% +38 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 43 $11.8K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 42 $11.7K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 33 $9.18K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 15 $4.17K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 10 $2.78K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8 $2.23K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $1.67K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 6 $1.67K <0.01% -5 13F-HR Timeline