Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 723,779 $140M 3.46% -98,806 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 107,060 $20.7M 1.18% +1,880 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 27,858 $5.38M 0.39% +305 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 19,756 $3.82M 1% -12 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,622 $1.67M 0.14% -18 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 7,413 $1.43M 0.24% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,383 $1.43M 0.05% +907 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 6,612 $1.28M 0.11% +823 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,984 $963K 0.01% -526 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,424 $662K <0.01% -63 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,663 $537K 0.01% +184 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,752 $532K 0.27% -111 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,425 $469K 0.28% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,299 $444K 0.01% +63 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,227 $430K 0.01% +87 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,118 $409K 0.01% -1,498 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,000 $386K 0.11% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,990 $385K 0.01% +106 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,738 $336K 0.21% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,678 $324K 0.08% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,501 $301K 0.01% +190 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,203 $232K 0.15% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,015 $196K 0.02% +358 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 828 $160K 0.03% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 677 $133K 0.06% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 523 $101K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 508 $98.2K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 495 $95.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 442 $85.4K 0.02% +60 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 434 $83.9K <0.01% +374 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 392 $75.8K <0.01% -39 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 300 $60.4K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 299 $57.8K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 299 $57.8K <0.01% -15 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 297 $57.4K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 273 $52.8K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 220 $42.5K <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 133 $25.7K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 32 $6.25K <0.01% +5 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 15 $2.9K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14 $2.71K <0.01% -45 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11 $2.12K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $580 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1 $193 <0.01% 0 13F-HR Timeline