Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 605,982 $67.9M 0.91% -6,854 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 215,000 $24.1M 0.33% +15,000 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 112,150 $12.6M 1.46% +1,507 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 92,082 $10.3M 0.7% -1,643 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 77,047 $8.64M 0.75% -1,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,852 $8.17M 0.06% -1,349 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 71,290 $7.99M 0.21% -1,326 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 63,169 $7.08M 0.19% +2,785 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 37,357 $4.19M 1.62% +15 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 36,089 $4.05M 0.84% -837 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 34,095 $3.82M 1.38% +649 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 26,376 $2.96M 1.58% +316 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,206 $2.61M 0.06% +10,489 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 21,490 $2.41M 0.95% +220 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 18,067 $2.03M 0.07% +1,876 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 17,824 $2M 0.07% +894 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,306 $1.94M 0.04% +1,886 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 17,072 $1.91M 0.18% -650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,680 $1.87M 0.05% +963 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,297 $1.82M 0.02% +570 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 14,455 $1.62M 0.04% -375 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 13,256 $1.49M 2.35% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 11,585 $1.3M 0.08% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,822 $1.21M 0.02% +758 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,527 $1.18M 0.09% -256 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 10,513 $1.18M 1.15% -170 13F-HR Timeline ANB BANK More: the full row for ANB BANK 10,385 $1.16M 0.41% -165 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,513 $1.07M 0.19% -125 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 9,370 $1.05M 0.65% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 9,221 $1.03M 0.23% +225 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 8,800 $986K 0.1% new 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 8,114 $910K 0.51% -58 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,749 $869K 0.17% -58 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,448 $835K 0.45% -58 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,223 $810K 0.24% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 6,870 $770K 0.51% -108 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,800 $650K 0.13% -32 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 5,595 $625K 0.12% +25 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,434 $609K 0.09% +154 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,106 $572K 0.05% -52 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,985 $559K 0.02% +210 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,877 $547K 0.01% +262 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,787 $537K 0.29% 0 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 4,454 $499K 0.25% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,849 $431K 0.26% -70 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,670 $411K 0.03% -40 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,616 $405K 0.01% -89 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,470 $389K 0.09% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,291 $373K 0.07% -126 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,270 $366K <0.01% -2,906 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,230 $362K 0.01% +11 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,891 $324K 0.03% -25 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,820 $316K 0.02% -497 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,770 $310K 0.03% +175 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,579 $289K 0.08% +13 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,539 $285K 0.01% -1,039 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,530 $284K 0.02% -1,380 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,400 $269K 0.13% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,371 $266K 0.09% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,347 $263K 0.03% -6 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,283 $256K 0.03% +43 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,230 $250K 0.01% -30 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,223 $249K 0.02% -15 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,189 $245K 0.01% +652 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,064 $231K 0.02% -99 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,061 $231K 0.15% -31 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,000 $224K 0.03% -45 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,957 $219K 0.09% -141 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 1,906 $214K 0.02% new 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 1,893 $212K 0.04% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,849 $207K 0.05% -357 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,795 $201K 0.06% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,573 $176K 0.51% +270 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,488 $167K 0.01% -1,721 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,083 $121K 0.06% +9 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 902 $101K 0.06% -51 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 760 $85.2K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 635 $71.2K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 530 $59.4K 0.01% +9 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 510 $57.2K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 473 $53K 0.03% -52 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 418 $46.9K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 335 $37.5K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 238 $26.7K 0.01% +21 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 172 $19.2K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 150 $16.8K <0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 121 $13.5K 0.01% -12 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 113 $12.7K <0.01% +13 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 94 $10.5K 0.01% +9 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 75 $8.41K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 75 $8.41K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 54 $6.05K <0.01% +28 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 28 $3.14K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 25 $2.8K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 24 $2.69K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 21 $2.35K <0.01% +17 13F-HR Timeline