Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 2,823,235 $176M 1.54% -230,245 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,502,440 $93.8M 1.26% -53,744 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 601,936 $37.6M 0.28% +7,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 189,513 $11.8M 0.08% +41,496 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 155,174 $9.68M 2.4% -1,594 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 140,372 $8.76M 0.34% -6,561 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 125,138 $7.81M 0.79% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 93,455 $5.83M 0.58% -3,582 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 88,876 $5.55M 2.43% +5,350 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 73,606 $4.59M 0.39% +245 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 70,430 $4.39M 0.87% +342 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 56,369 $3.52M 0.12% +4,042 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 54,300 $3.39M 1.1% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 54,120 $3.38M 0.09% -209,476 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 52,640 $3.28M 0.09% -1,367 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 50,389 $3.14M 0.37% +1,594 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 45,723 $2.85M 0.03% +169 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 38,939 $2.43M 0.16% -550 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 36,922 $2.3M 0.03% -450 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 36,135 $2.25M 0.05% +6,351 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 35,450 $2.23M 0.12% -1,000 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 35,184 $2.2M 0.33% +2,133 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 32,356 $2.02M 0.76% -467 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 32,043 $2M 0.74% -7,838 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 31,061 $1.94M 0.03% +3,321 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 30,984 $1.93M 1.4% +11,538 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 32,204 $1.92M 0.36% -15,665 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 29,948 $1.87M 1.33% -1,408 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 29,306 $1.83M 1.13% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 28,488 $1.78M 0.3% -1,146 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 24,649 $1.54M 0.13% -501 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 24,484 $1.53M 0.32% +11,617 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 23,777 $1.48M 0.82% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,039 $1.44M 0.14% +605 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 22,306 $1.39M 0.12% -1,196 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,898 $1.37M 0.04% -2,903 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,567 $1.35M 0.1% -2,170 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 21,496 $1.34M 0.08% +456 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 21,432 $1.34M 0.26% +5 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 21,212 $1.32M 0.16% +1,637 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 21,784 $1.3M 0.03% +2,541 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 20,210 $1.26M 0.79% -177 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 20,180 $1.26M 1.02% -452 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 16,968 $1.06M 0.17% -1,331 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,817 $1.05M 0.03% -245 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,342 $1.02M 0.03% +3,576 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 16,204 $1.01M 0.04% -1,567 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 16,252 $994K 0.29% -825 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,286 $972K 0.01% +3,494 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,373 $834K 0.22% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,231 $826K 0.18% +92 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,784 $798K 0.06% +397 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,679 $791K 0.12% +83 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 12,327 $769K 0.16% +451 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 12,092 $755K 0.46% -253 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,978 $747K 0.3% -228 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,683 $667K 0.04% -70 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10,128 $632K 0.03% -1,600 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,894 $555K 0.3% -443 13F-HR Timeline Trust Co More: the full row for Trust Co 8,677 $541K 0.05% -32,448 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,626 $538K 0.01% +207 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,584 $536K 0.06% -3,470 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 8,525 $532K 0.37% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 8,491 $530K 0.14% +446 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 8,354 $521K 0.04% -101 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,319 $519K 0.29% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,135 $508K 0.09% -493 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,655 $478K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,442 $464K 0.1% +400 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,267 $453K 0.05% -813 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,107 $443K 0.1% +170 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,011 $437K 0.3% -550 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,565 $410K 0.04% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,435 $402K 0.05% 0 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,322 $394K 0.22% 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,136 $383K 0.26% +17 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,777 $360K 0.09% -9 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 5,646 $352K 0.13% -18,006 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,305 $331K 0.1% -313 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,255 $328K 0.07% +91 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 5,208 $325K 0.04% -10,700 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,795 $299K 0.18% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,748 $296K 0.18% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,614 $288K 0.05% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,558 $284K 0.02% 0 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 4,493 $280K 0.21% -96 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,478 $279K 0.02% +128 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,578 $273K 0.01% -493 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,360 $272K <0.01% -1,494 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,373 $269K 0.11% +4 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,300 $268K 0.18% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 4,170 $260K 0.05% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,137 $258K 0.05% +5 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,127 $258K 0.04% +187 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,121 $257K 0.02% +112 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,859 $241K 0.17% -289 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,790 $236K 0.01% -33,970 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,013 $236K 0.11% -64 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,707 $231K 0.02% -548 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,703 $231K 0.09% -21 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,651 $228K 0.03% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 3,580 $223K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,502 $219K 0.04% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3,476 $217K 0.12% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,460 $216K 0.08% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,187 $199K 0.02% +775 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,671 $167K 0.09% -2,758 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,000 $125K 0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,973 $123K 0.01% -277 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,933 $121K 0.02% +184 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,888 $118K 0.08% +5 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,820 $114K 0.04% +1,740 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,819 $112K 0.06% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,392 $86.9K 0.02% -25 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,384 $86.4K 0.05% +23 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,200 $74.9K 0.03% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,030 $64.3K 0.01% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 747 $46.6K 0.03% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 600 $37.4K 0.02% -1,100 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 493 $30.7K 0.02% +1 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 300 $17.9K 0.01% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 270 $16.8K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 230 $14.1K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 132 $8.24K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 79 $4.93K <0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 74 $4.62K <0.01% +15 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 40 $2.52K <0.01% +1 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 32 $2K <0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 16 $998 <0.01% 0 13F-HR Timeline