Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 652,970 $68.5M 0.92% +65,610 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 632,367 $66.2M 0.91% +58,303 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 547,710 $57.7M 3.05% +400 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 521,790 $54.7M 0.41% +5,000 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 408,350 $42.8M 1.88% +104,288 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 293,782 $30.8M 0.47% +12,218 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 114,167 $12M 0.79% -1,602 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 104,103 $10.9M 0.18% -8,918 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 97,061 $10.2M 0.88% -7,180 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 96,362 $10.1M 0.07% +17,519 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 72,305 $7.58M 0.55% +1,852 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 69,273 $7.27M 1.28% -2,725 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 63,119 $6.62M 0.17% -1,056 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 58,347 $6.12M 0.56% -5,633 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 54,322 $5.7M 0.12% -4,131 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 49,172 $5.16M 2.48% +339 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 42,491 $4.46M 0.45% -7,392 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 40,826 $4.28M 0.14% +696 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 34,827 $3.65M 0.05% -210,153 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 34,532 $3.62M 0.61% -2,276 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 33,656 $3.53M 0.1% -1,847 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 33,093 $3.47M 0.67% +992 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 29,567 $3.1M 0.64% +2,744 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 28,871 $3.02M 0.04% +1,255 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,073 $3M 0.07% +10,559 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 25,747 $2.7M 0.15% +3,500 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 23,981 $2.52M 0.22% -313 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,752 $2.49M 0.07% -207 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 22,937 $2.41M 0.15% -3,772 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 22,589 $2.37M 1.82% -1,651 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 22,266 $2.34M 0.35% +1,046 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 22,216 $2.33M 0.19% -490 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21,672 $2.27M 0.23% -2,632 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,091 $2.21M 0.06% -1,565 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 19,752 $2.07M 0.55% +91 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,615 $2.06M 0.06% +1,579 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 18,757 $1.97M 0.16% +4,630 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 16,979 $1.78M 0.35% +1,950 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,158 $1.59M 0.04% -17,144 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 15,019 $1.58M 0.02% -2,058 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14,611 $1.53M 0.56% +593 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,393 $1.51M 0.6% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 14,297 $1.5M 0.35% +556 13F-HR Timeline ANB BANK More: the full row for ANB BANK 13,701 $1.44M 0.51% -6 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 13,526 $1.42M 0.37% -26 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 13,402 $1.41M 1% -429 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 13,395 $1.41M 0.32% +110 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 12,911 $1.35M 0.13% -79 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13,336 $1.35M 0.75% -1,081 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,129 $1.27M 0.09% -1,000 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 12,122 $1.27M 0.76% -134 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 11,879 $1.25M 0.13% -2,440 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 10,809 $1.13M 0.64% -38 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,739 $1.13M 0.34% +122 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,584 $1.11M 0.08% -235 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 10,053 $1.05M 0.07% -6 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 9,918 $1.04M 1.01% +655 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,360 $982K 0.42% +3,586 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 8,999 $944K 0.08% -40 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 8,904 $934K 0.23% +3,904 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 8,823 $926K 0.06% +3,000 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,770 $920K 0.06% -694 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,798 $911K 0.42% -42 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,489 $891K 0.07% -404 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,318 $873K 0.62% -1,980 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,184 $859K 0.09% +92 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,955 $834K 0.03% -1,599 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,801 $818K 0.09% -79 13F-HR Timeline GLP Holdings LLLP More: the full row for GLP Holdings LLLP 7,700 $808K 0.63% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,599 $797K 0.14% -385 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,291 $765K 0.17% -123 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,176 $744K 0.15% -2,079 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,013 $736K 0.01% +131 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,252 $656K 0.09% -5,992 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,968 $626K 0.07% -1,325 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,921 $621K 0.05% -816 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,884 $617K 0.12% -100 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,537 $581K 0.5% -375 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,495 $576K 0.4% -130 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,386 $565K 0.38% -101 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,381 $564K 0.07% +2,994 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 5,360 $562K 0.11% -4,697 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,191 $545K 0.38% -343 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 5,088 $534K 0.01% -335 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,925 $517K 0.03% +31 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,704 $493K 0.08% -88 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,671 $490K 0.16% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,395 $461K 0.11% -170 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,024 $422K 0.02% +2,500 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $420K 0.05% 0 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 3,950 $414K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,953 $414K 0.28% +2 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,016 $410K 0.06% +18 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,896 $409K 0.33% -57 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,868 $406K 0.23% -100 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,744 $379K 0.3% +3 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,561 $374K 0.21% -536 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,512 $368K 0.07% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,307 $347K 0.21% -443 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,271 $343K 0.21% -15 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,219 $338K 0.33% -30 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,077 $323K 0.06% -141 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,027 $318K 0.04% -243 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,962 $317K 0.01% -26 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,006 $313K 0.06% -400 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,942 $309K 0.05% -151 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,930 $297K 0.06% +269 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,747 $288K 0.02% -296 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,671 $280K 0.08% -52 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,615 $274K 0.12% -116 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2,609 $274K 0.16% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,620 $265K 0.11% +2 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,449 $257K 0.05% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,408 $253K 0.19% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,395 $251K 0.2% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,380 $250K 0.09% -75 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,369 $249K 0.04% -91 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,136 $224K 0.15% -50 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,093 $220K 0.07% new 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 2,090 $219K 0.11% -122 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,015 $211K 0.02% -210 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,988 $209K 0.01% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,844 $193K 0.03% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,720 $180K 0.01% -460 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,476 $155K 0.09% +3 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,253 $131K 0.03% -53 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 804 $84.3K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 779 $81.8K 0.01% +402 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 642 $67.3K 0.04% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 425 $44.6K <0.01% 0 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 421 $44.2K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 267 $28K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 266 $27.9K 0.01% +15 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 237 $24.9K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 166 $17.4K <0.01% +13 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 135 $13.7K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $13.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 113 $11.9K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 67 $7.03K <0.01% -212 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 53 $5.56K <0.01% -32 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 25 $2.62K <0.01% 13F-HR Timeline