CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 389,972 $119M 6.29% -558 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 265,930 $80.9M 1.08% -10,606 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 168,399 $51.1M 0.7% +15,543 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 157,681 $48M 0.36% +2,800 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 131,034 $39.8M 0.61% +794 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 115,749 $35.2M 2.33% -498 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 57,949 $17.6M 1.19% -4,293 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 49,897 $15.2M 2.26% +571 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 43,833 $13.3M 0.35% +5,888 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 37,336 $11.4M 0.86% -2,461 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 36,046 $11M 1.33% -545 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 34,997 $10.6M 0.92% +1,450 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 34,872 $10.6M 1.8% -183 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 34,415 $10.5M 3.18% -15 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 31,254 $9.5M 2.09% -1,584 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 24,911 $7.58M 0.71% -1,058 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 23,285 $7.08M 0.19% -16,525 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,112 $6.72M 0.05% +3,457 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 18,008 $5.48M 0.96% -35 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,853 $5.12M 0.11% -97 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,418 $4.99M 0.17% +407 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,688 $4.77M 0.99% -472 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 14,660 $4.46M 0.88% +86 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,263 $4.39M 0.11% +1,632 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,890 $4.22M 0.11% -791 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,925 $3.93M 0.41% -3,448 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12,904 $3.92M 0.42% -69 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,741 $3.87M 0.45% +12,111 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 12,641 $3.84M 1.45% -115 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,528 $3.51M 0.26% -3,914 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 11,051 $3.36M 0.8% -84 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,262 $3.12M 0.27% -70 13F-HR Timeline Group Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 9,289 $2.82M 1.02% -2,027 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 9,225 $2.81M 0.23% +1,328 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,085 $2.76M 1.84% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,764 $2.67M 0.08% -670 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 8,282 $2.52M 1.16% +350 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,113 $2.47M 0.53% -62 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 8,059 $2.45M 1% -16 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,762 $2.36M 0.03% +267 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,249 $2.2M 0.59% +25 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,206 $2.19M 0.22% +46 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,040 $2.14M 0.48% -30 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,836 $2.08M 0.45% +170 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,551 $1.99M 0.05% -598 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,546 $1.99M 0.03% -206 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,855 $1.78M 0.11% -212 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,688 $1.73M 0.07% +166 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,651 $1.72M 0.02% -91 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,576 $1.7M 0.71% -58 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,104 $1.55M 0.34% -110 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,461 $1.51M 0.48% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,935 $1.5M 0.09% -273 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,442 $1.35M 0.1% -527 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,199 $1.28M 0.34% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,970 $1.2M 0.17% -346 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,943 $1.2M 0.03% +1,078 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 3,861 $1.17M 1.14% -306 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,700 $1.13M 0.72% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,693 $1.12M 0.39% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,585 $1.09M 0.17% +1,324 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,507 $1.07M 0.76% +21 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,413 $1.04M 0.81% -53 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,102 $943K 0.04% -1,386 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,088 $939K 0.19% +61 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,062 $925K 0.52% -13 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,028 $921K 0.01% +448 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,002 $913K 0.34% +355 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,904 $883K 0.09% -12 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,800 $851K 0.39% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,770 $842K 0.12% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,603 $792K 0.07% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,568 $781K 0.48% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,549 $775K 0.07% -17 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,491 $758K 0.27% +31 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,436 $741K 0.14% +42 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,391 $737K 0.03% -8 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 2,400 $730K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,381 $724K 0.06% -541 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,272 $691K 0.12% -30 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,250 $684K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,239 $681K 0.49% +307 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,190 $666K 0.57% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,128 $647K 0.05% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,052 $624K 0.25% +88 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,019 $614K 0.1% +7 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,010 $611K 0.43% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,008 $611K 0.12% +476 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,970 $599K 0.5% +10 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,867 $568K 0.07% -2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,729 $526K 0.09% +32 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,600 $487K 0.01% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,578 $480K 0.11% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,561 $475K 0.04% +84 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,554 $472K 0.05% +19 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,534 $466K 0.08% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,495 $455K 0.03% +7 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,392 $423K 0.03% +214 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,355 $412K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,308 $398K 0.02% -1 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,285 $391K 0.08% -123 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,274 $387K 0.03% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,244 $378K 0.08% +120 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,207 $367K 0.22% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,175 $357K 0.25% +142 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,155 $351K 0.04% +2 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,154 $351K 0.14% -73 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,106 $336K 0.03% +114 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,074 $327K 0.06% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,036 $315K 0.12% -190 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,030 $313K 0.07% +1 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,010 $307K 0.22% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 986 $300K 0.08% -2 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 966 $294K 0.09% -90 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 924 $281K 0.14% -7 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 917 $279K 0.17% +197 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 910 $277K 0.07% +1 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 886 $269K 0.14% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 878 $267K 0.2% -16 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 851 $259K 0.03% -178 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 794 $241K 0.09% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 784 $238K 0.01% -121 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 778 $238K 0.11% 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 760 $231K 0.15% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 694 $211K 0.05% -76 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 684 $208K 0.06% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 663 $202K 0.11% -26 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 634 $191K 0.08% -25 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 483 $147K 0.1% -71 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 475 $144K 0.05% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 252 $76.7K 0.06% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 191 $58K 0.03% -6 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 163 $49.6K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 134 $40.7K 0.03% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 127 $38.6K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 125 $38K 0.02% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 122 $37.1K 0.02% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 120 $36.7K 0.02% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 76 $23.1K <0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 68 $20.5K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 63 $19.2K 0.01% +34 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 44 $13.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 38 $11.6K <0.01% -14 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 32 $9.73K 0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $9.12K <0.01% +3 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 23 $7K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9 $2.74K <0.01% 0 13F-HR Timeline