Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 456,372 $101M 1.36% -3,044 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 188,136 $41.7M 0.31% +2,200 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 176,029 $39M 0.59% +750 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 147,977 $32.8M 10.27% -739 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 98,292 $21.9M 3.84% +7,008 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 94,026 $20.8M 0.8% +87,395 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 89,107 $19.7M 1.25% -2,397 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 77,299 $17.1M 0.46% -7,130 13F-HR Timeline DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 71,195 $15.8M 2.51% -2,829 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 60,384 $13.4M 2.25% -2,371 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 45,407 $10.1M 0.27% -1,092 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 45,223 $10M 1.04% -4,152 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 33,215 $7.36M 0.52% -1,124 13F-HR Timeline Group DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 28,870 $6.4M 2.33% +6,953 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 23,568 $5.22M 1.66% -955 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 23,090 $5.12M 0.6% +227 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 23,009 $5.1M 2.95% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 21,592 $4.78M 0.32% -2,100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,162 $4.69M 0.03% +2,539 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 21,145 $4.68M 0.51% -3,915 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,181 $3.36M 0.11% +2,801 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 13,475 $2.99M 1.41% -450 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 12,285 $2.72M 0.15% -2,456 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,159 $2.64M 0.06% +9,177 13F-HR Timeline ANB BANK More: the full row for ANB BANK 11,494 $2.55M 0.9% -13 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,121 $2.46M 0.05% -158 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 11,154 $2.44M 0.28% -350 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 10,755 $2.38M 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,655 $2.36M 0.25% -981 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,628 $2.13M 0.19% 0 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 8,844 $1.96M 0.29% +171 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 7,993 $1.77M 0.15% +1,015 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 6,326 $1.4M 0.13% -869 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,104 $1.35M 0.04% -1,136 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,203 $1.15M 0.12% -239 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,756 $1.05M 0.37% -26 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,719 $1.05M 0.03% +42 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,530 $1M 0.2% -7,637 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,450 $986K 0.22% +10 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,560 $778K 0.01% +648 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,290 $729K 0.02% -37,931 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,240 $718K 0.19% +76 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,225 $714K 0.02% +206 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,197 $708K 0.15% -179 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,817 $624K 0.06% -24 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,810 $623K 0.11% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,700 $598K 0.06% +2,500 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,684 $595K 0.05% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,365 $524K 0.2% -60 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,365 $524K 0.34% +57 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,342 $519K 0.08% -260 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,300 $510K 0.03% -46 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,255 $500K 0.3% -68 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,173 $481K 0.21% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,114 $469K 0.01% -3 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,125 $464K 0.31% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,073 $459K 0.36% -25 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,920 $425K 0.01% -56 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,897 $420K 0.03% +68 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,724 $382K 0.03% -101 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,635 $363K 0.24% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,589 $352K 0.06% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,586 $351K 0.04% -17 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,581 $350K 0.09% +48 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,443 $320K 0.01% +720 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,395 $309K 0.04% +45 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,348 $299K 0.13% -45 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,275 $282K 0.01% +350 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,224 $271K 0.11% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,060 $235K 0.02% +37 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,028 $228K 0.07% -132 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,009 $224K 0.15% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 966 $214K 0.13% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 952 $211K 0.04% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 940 $208K 0.02% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 933 $207K 0.13% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 688 $152K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 600 $133K 0.07% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 499 $106K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 452 $100K 0.03% -12 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 308 $68.2K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 300 $66.5K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 294 $65.1K 0.19% +118 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 232 $51.4K 0.02% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 209 $46.3K 0.02% -75 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 111 $24.6K <0.01% +73 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 87 $19.3K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 84 $18.6K 0.01% -12 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 78 $17.3K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 50 $11.1K <0.01% -5 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 50 $11.1K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 37 $7.83K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 35 $7.75K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 26 $5.76K <0.01% -11 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $4.23K <0.01% +18 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $2.22K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3 $639 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $222 <0.01% new 13F-HR Timeline