Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 431,882 $80.4M 1.08% +5,711 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 214,530 $40.3M 2.13% +104 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 57,119 $10.6M 1.79% -1,073 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 45,420 $8.45M 5.34% +16,531 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 44,376 $8.26M 0.71% -539 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 40,815 $7.59M 0.05% +6,316 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 35,689 $6.64M 1.77% +583 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 35,603 $6.62M 0.48% +934 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 27,859 $5.18M 0.34% +909 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,976 $4.83M 0.1% -2,852 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 23,850 $4.44M 0.12% +724 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 23,124 $4.3M 0.73% +493 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 18,211 $3.39M 0.66% -56 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 18,099 $3.37M 0.39% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 17,325 $3.22M 0.18% +320 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 14,400 $2.68M 1.95% +1,085 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 14,202 $2.67M 0.03% +307 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,675 $2.57M 0.06% +2,076 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,868 $2.39M 0.08% -1,358 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,579 $2.34M 0.47% +456 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,429 $2.31M 0.04% -171 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,067 $2.06M 0.06% +1,579 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 10,935 $2.04M 0.25% +691 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,869 $2.02M 0.21% +186 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,422 $1.94M 0.13% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,012 $1.86M 0.16% -801 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 9,507 $1.77M 0.13% -317 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,416 $1.57M 1.12% -1,577 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7,908 $1.52M 0.46% -31 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,063 $1.5M 0.33% -39 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 7,951 $1.48M 0.24% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 7,746 $1.44M 2.28% +3,258 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,655 $1.42M 0.95% -93 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,648 $1.42M 0.09% +3,850 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,045 $1.31M 0.13% -3,227 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,035 $1.31M 0.02% +1,440 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,605 $1.23M 0.32% -4 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,202 $1.15M 0.08% +19 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,883 $1.09M 0.04% -566 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,457 $1.02M 0.22% -37 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 5,405 $1.01M 0.98% +414 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,395 $1M 0.03% -2,012 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,104 $950K 0.06% -1,151 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,958 $931K 0.04% -298 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,523 $842K 0.02% +208 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,512 $839K 0.09% +63 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,461 $830K 0.19% +368 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,249 $791K 0.66% +48 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,105 $764K 0.02% -3,539 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,065 $756K 0.09% +771 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,896 $749K 0.42% -12 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,961 $737K 0.14% +64 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,874 $721K 0.41% -377 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,697 $688K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,614 $672K 0.19% -89 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,441 $666K 0.1% -137 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 3,523 $655K 0.09% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,437 $639K 0.04% +557 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,299 $614K 0.18% +223 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,226 $600K 0.05% +12 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,148 $586K 0.01% -2,533 13F-HR Timeline Group Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,103 $577K 0.2% -194 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,931 $545K 0.21% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,925 $544K 0.22% -437 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,899 $539K 0.06% -2 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,690 $500K 0.43% -125 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,646 $492K 0.17% -22 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,594 $483K 0.05% +10 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 2,592 $482K 0.35% -1,565 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,587 $481K 0.3% -10 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,547 $474K 0.05% -133 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,430 $452K 0.28% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,365 $440K 0.1% +717 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,340 $435K 0.01% -300 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,218 $413K 0.03% -863 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,076 $386K 0.15% +239 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,031 $378K 0.35% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,886 $351K 0.06% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,878 $349K 0.1% +15 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,811 $337K 0.2% +5 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,808 $336K 0.08% +773 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,767 $329K 0.18% -10 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,702 $317K 0.07% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,672 $311K 0.04% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,651 $311K 0.04% -9 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,596 $297K 0.03% -15 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,583 $295K 0.15% -1,061 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,521 $283K 0.16% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,500 $279K 0.04% +243 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,498 $279K 0.03% -430 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,454 $271K 0.16% -1,050 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,451 $270K 0.03% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,291 $240K 0.07% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,237 $230K 0.02% -867 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,206 $224K 0.08% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,202 $224K 0.06% -47 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 1,186 $221K 0.04% -115 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,106 $213K 0.04% 0 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 1,109 $206K 0.02% -207 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,100 $205K 0.02% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,042 $196K 0.13% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,042 $194K 0.16% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 944 $176K 0.02% -25 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 871 $167K 0.07% +71 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 830 $154K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 792 $147K 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 535 $99.5K 0.02% +303 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 382 $71.1K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 301 $56K 0.03% +4 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 300 $56K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 300 $55.8K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 200 $37.2K <0.01% -37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $37.2K 0.01% +100 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 200 $37.2K 0.02% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 164 $30.5K 0.01% +13 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 163 $30.3K 0.02% -8 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 125 $23.3K <0.01% 0 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 111 $20.7K 0.01% +89 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 110 $20.5K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 50 $9.3K <0.01% -17 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 33 $6.14K <0.01% -12 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 25 $5K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $1.86K <0.01% +6 13F-HR Timeline