Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,549,714 $55.5M 0.74% +363,552 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 1,045,518 $22.8M 0.17% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 303,407 $6.6M 0.44% -17,062 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 128,396 $2.79M 0.02% -8,356 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67,084 $1.46M 0.04% +5,824 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 63,944 $1.39M 0.41% -6,045 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 53,060 $1.15M 0.12% -340 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 50,997 $1.11M 0.39% -2,796 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 46,966 $996K 0.02% +31,930 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 42,416 $923K 0.03% +2,920 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 41,874 $911K 0.24% +9,762 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 38,787 $844K 0.32% -3,650 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 37,906 $825K 0.05% -7,606 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 34,481 $750K 0.11% -4,680 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 32,054 $697K 0.14% +396 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 31,579 $687K 0.02% +1,150 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 29,160 $611K 0.01% +698 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 27,122 $590K 0.58% +223 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 26,224 $571K 0.09% -3,618 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 26,001 $566K 0.31% 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 23,522 $512K 0.37% -2,925 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 19,958 $434K 0.08% -1,616 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 19,933 $434K 0.01% +1,960 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,526 $425K 0.01% +4,045 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 19,445 $423K 0.01% +3,717 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 17,564 $382K 0.03% -1,216 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 16,717 $364K 0.03% -2,907 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 16,584 $361K 0.08% +4,100 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 16,482 $359K 0.07% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16,245 $353K 0.03% -297 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bangor Savings Bank More: the full row for Bangor Savings Bank 15,709 $342K 0.03% +366 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 15,376 $335K 0.13% +5,202 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,206 $331K 0.01% +1,462 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 14,082 $306K 0.23% new 13F-HR Timeline Trust Co More: the full row for Trust Co 13,625 $296K 0.03% +736 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,106 $285K 0.01% -7,010 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,042 $284K 0.02% +8,220 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 12,661 $276K 0.01% -1,856 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,604 $231K 0.01% +247 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 10,472 $228K 0.2% -350 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,196 $222K <0.01% +154 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,113 $220K 0.01% -2,115 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 9,987 $217K 0.02% 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 9,536 $208K 0.02% +184 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 7,315 $159K 0.02% -1,441 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,277 $158K 0.03% +6,209 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,140 $155K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,564 $143K 0.09% +768 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,442 $96.7K 0.06% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,282 $93.2K 0.01% -931 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,520 $76.6K 0.06% +2,785 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,437 $74.6K 0.03% +28 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,069 $64.3K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,729 $59.4K 0.02% +1,820 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,472 $53.8K <0.01% -150,659 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,855 $40.4K 0.01% -437 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,542 $33.6K <0.01% -486 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,122 $24.4K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,120 $24.3K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 994 $22K 0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 819 $17.8K 0.01% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 638 $13.9K 0.01% -5 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 567 $12.3K 0.01% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 500 $10.9K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 345 $7.51K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 270 $5.88K <0.01% -58 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 240 $5.22K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 229 $4.98K <0.01% -3,408 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 200 $4.35K <0.01% -61 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 164 $3.57K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 120 $2.6K <0.01% +10 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 95 $2.07K <0.01% -3,985 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 41 $892 <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 17 $370 <0.01% -71 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $153 <0.01% new 13F-HR Timeline