Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 77,020 $20.9M 0.16% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 12,188 $3.31M 1.06% -335 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,105 $3.02M 0.26% -153 13F-HR Timeline Group Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 9,380 $2.55M 0.9% -341 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,666 $2.36M 0.06% -25,165 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,495 $2.31M 0.02% +435 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,661 $2.15M 0.05% -1,556 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,913 $2.15M 0.07% -187 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,380 $1.46M 0.04% -173 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,246 $1.43M 0.15% +9 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,119 $1.12M 0.12% -1,150 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,696 $1M 0.06% -25 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 3,582 $974K 0.08% +716 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,371 $916K 0.06% -270 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,317 $902K 0.07% +120 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,269 $889K 0.49% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,123 $849K 0.02% -191 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 2,968 $807K 0.79% +184 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,951 $802K 0.3% +259 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,840 $772K 0.02% +3 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,779 $755K 0.61% +231 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,124 $578K 0.02% -69 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,043 $555K 0.01% -117 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,966 $547K 0.01% +676 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,975 $537K 0.09% +11 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,933 $526K 0.1% +56 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,872 $509K 0.01% -46 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,823 $496K 0.01% -82 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,811 $492K 0.08% -350 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,560 $424K 0.01% +8 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,525 $415K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,429 $388K 0.03% -187 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,329 $361K 0.08% -12 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,309 $356K 0.26% +406 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,228 $334K 0.03% +11 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,227 $333K 0.02% 0 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 1,120 $304K 0.04% -1 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 934 $256K 0.05% -5,089 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 841 $229K 0.15% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 836 $227K 0.13% +74 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 744 $202K 0.04% +4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 695 $189K 0.03% +11 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 380 $103K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 320 $87K 0.02% -45 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 311 $84.5K 0.01% -459 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 196 $53.3K <0.01% -5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 159 $43.2K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 121 $32.9K <0.01% -75 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 97 $26.4K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 98 $26.3K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 61 $16.6K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 59 $16.2K 0.01% -6 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 41 $11.1K 0.01% +1 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 40 $10.9K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 39 $10.6K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 37 $10.1K <0.01% +14 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 34 $9.24K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 29 $7.88K <0.01% +10 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14 $3.81K <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 12 $3.26K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8 $2.17K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $2.17K <0.01% +2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7 $1.88K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3 $815 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $544 <0.01% 0 13F-HR Timeline