Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 161,280 $7.09M 2.56% +4,557 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 120,336 $5.29M 0.36% -50 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 54,035 $2.38M 0.02% +2,512 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 51,466 $2.26M 0.54% 0 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 48,532 $2.13M 0.04% +13,269 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 37,136 $1.63M 0.43% +211 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 36,576 $1.61M 0.79% -4,054 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 32,110 $1.41M 0.04% +411 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 29,720 $1.31M 0.11% +3,343 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 26,991 $1.19M 0.03% +349 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 26,863 $1.18M 1.15% +695 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,898 $1.14M 0.02% +1,454 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 20,192 $888K 0.06% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 18,213 $801K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,821 $740K 0.06% +1,563 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 16,670 $733K 0.44% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 15,258 $671K 0.15% +121 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 14,455 $636K 0.51% -314 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,745 $517K 0.02% +1,693 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 11,239 $494K 0.07% -514 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10,940 $481K 0.08% -250 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,531 $463K 0.08% -696 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,820 $432K 0.17% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 9,191 $404K 0.03% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,907 $392K 0.03% +45 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,870 $390K 0.01% -10,025 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,310 $366K 0.03% +357 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,478 $347K 0.01% +320 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,397 $325K 0.08% +381 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 7,138 $314K 0.05% +181 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,742 $297K 0.06% +129 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 6,218 $274K 0.03% -228 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 6,052 $266K 0.1% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,911 $260K <0.01% +40 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,829 $256K 0.03% 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 5,614 $247K 0.02% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 5,466 $243K <0.01% +244 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,252 $231K 0.01% +28 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 5,188 $228K 0.11% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,910 $219K 0.1% -1,562 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,637 $215K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,868 $214K 0.02% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,781 $210K 0.02% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,668 $205K 0.13% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,724 $164K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,307 $145K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,204 $141K 0.09% +556 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,792 $123K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,456 $108K 0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,819 $80K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,717 $75.5K <0.01% +9 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,530 $67.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,058 $46.5K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 928 $41K <0.01% +3 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 785 $34.5K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 702 $30.9K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 227 $9.99K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 193 $8.5K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 184 $8.09K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 162 $7.13K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 115 $5.06K <0.01% -9 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 109 $4.79K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 85 $3.74K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 76 $3.34K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 59 $2.61K <0.01% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $2.23K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 32 $1.41K <0.01% 0 13F-HR Timeline Group