Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 105,883 $107M 1.44% -3,167 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 30,000 $30.3M 0.42% +1,500 13F-HR Timeline Pensionfund PDN group of 2 filers holding More: the full row for Pensionfund PDN 20,124 $20.4M -1,280 Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 19,683 $19.9M 0.28% -2,873 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,018 $9.12M 0.94% -127 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,567 $4.62M 1.13% +547 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,883 $2.92M 1.63% +4 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,801 $2.83M 0.02% -254 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,795 $2.83M 0.07% +411 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,696 $2.73M 0.04% -212 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,519 $2.55M 0.05% +47 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,469 $2.5M 0.02% -4 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,061 $2.08M 0.46% +21 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,931 $1.95M 0.07% +168 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,468 $1.48M 0.04% +394 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 762 $771K 0.27% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 671 $679K 0.04% -73 13F-HR Timeline CX Institutional More: the full row for CX Institutional 602 $609K 0.02% +129 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 546 $552K 0.03% +48 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 541 $547K 0.01% -47 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 501 $507K 0.01% -153 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 486 $492K 0.38% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 406 $411K 0.03% -50 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 374 $378K 0.05% +29 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 352 $356K 0.01% +57 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 341 $345K 0.27% +1 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 338 $342K 0.16% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 324 $328K 0.06% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 318 $322K 0.05% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 255 $258K 0.18% +29 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 252 $255K 0.15% -8 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 247 $250K 0.02% 0 13F-HR Timeline Group Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 242 $245K 0.23% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 226 $228K 0.07% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 201 $203K 0.08% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 176 $178K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 174 $176K 0.02% -12 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 61 $61.7K 0.01% +20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 58 $58.8K <0.01% -6 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 55 $55.6K 0.01% -249 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 42 $42.5K <0.01% -18 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35 $35K <0.01% -998 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 18 $18.2K <0.01% +3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 15 $15.2K <0.01% -9 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 12 $12.1K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 12 $12.1K 0.01% -1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $8.09K 0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 7 $7.39K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $5.06K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3 $3.04K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $3.04K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 3 $3.04K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $2.02K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $1.01K <0.01% 0 13F-HR Timeline