KWMG, LLC More: the full row for KWMG, LLC 84,038 $5.45M 0.39% +3,659 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 63,718 $4.13M 0.23% +1,975 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 26,224 $1.7M 0.15% +1,205 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 17,794 $1.15M 0.64% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,116 $721K 0.01% +7,371 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 11,031 $715K 0.03% +535 13F-HR Timeline TLWM More: the full row for TLWM 9,793 $635K 0.1% -71 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,418 $481K 0.01% -1,431 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,204 $467K 0.02% -110 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,879 $446K 0.08% -513 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,346 $347K 0.01% +226 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,237 $334K 0.01% new 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 4,744 $308K 0.11% -114 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,620 $235K 0.04% -298 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,496 $162K <0.01% +30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,408 $156K 0.01% +1,531 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,609 $104K <0.01% -423 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,100 $71.3K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 393 $25.5K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 218 $14.1K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 160 $10.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 138 $8.95K <0.01% -5 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 125 $8.11K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 44 $2.85K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 44 $2.82K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 42 $2.72K <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 19 $1.23K <0.01% -1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 18 $1.17K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 12 $778 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7 $453 <0.01% -20 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3 $195 <0.01% 0 13F-HR Timeline