Pensionfund PDN group of 2 filers holding More: the full row for Pensionfund PDN 67,066 $11.8M -2,000 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,253 $4.61M 0.12% -97 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 19,235 $3.38M 0.29% -281 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,248 $3.03M 0.6% +55 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 14,401 $2.53M 0.43% -157 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,867 $2.08M 0.07% +491 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 10,778 $1.89M 0.73% +33 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,434 $1.83M 0.01% +865 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,694 $1.35M 0.04% +335 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7,258 $1.27M 0.22% +262 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,676 $823K 0.02% -144 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,465 $784K 0.12% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,360 $590K 0.13% -11 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,994 $525K 0.31% +22 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,898 $509K 0.01% +153 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,841 $499K 0.01% -85 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,377 $417K 0.01% +365 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,172 $381K <0.01% -30 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,039 $358K 0.2% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,009 $353K 0.03% -57 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,963 $345K 0.99% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,600 $281K 0.18% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,539 $270K 0.18% +92 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 1,246 $219K 0.02% +44 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 800 $140K 0.08% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 799 $140K 0.03% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 500 $87.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 472 $82.9K 0.01% -50 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 450 $79K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 369 $64.7K 0.05% +1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 200 $35.1K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 175 $30.7K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 111 $19.4K <0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 108 $19K 0.01% +8 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 64 $11.2K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $8.78K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 48 $8.43K <0.01% -6 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 26 $4.56K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20 $3.51K <0.01% -53 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $3.36K <0.01% +7 13F-HR Timeline Trust Co More: the full row for Trust Co 18 $3.16K <0.01% -50 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 15 $2.63K <0.01% +3 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 14 $2.44K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11 $1.93K <0.01% +1 13F-HR Timeline