Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 285,448 $89.1M 1.19% -61,555 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 99,300 $31M 2.34% -1,276 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 71,439 $22.3M 1.68% -11,188 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 66,688 $20.8M 1.41% -10,725 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 43,115 $13.5M 0.1% +6,057 13F-HR Timeline CX Institutional More: the full row for CX Institutional 41,798 $13.1M 0.35% +30,315 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 41,650 $13M 0.17% -310 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 35,300 $11M 0.73% -710 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 32,468 $10.1M 0.34% +1,276 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 28,680 $8.96M 0.82% -1,380 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 26,576 $8.3M 0.46% -352 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 25,869 $8.08M 0.31% -1,557 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,826 $6.98M 0.17% +3,504 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 21,150 $6.6M 0.42% +79 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 18,666 $5.83M 0.54% -1,403 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,461 $5.77M 0.17% -931 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 15,640 $4.88M 1.13% +5,531 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,354 $4.48M 0.09% +413 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,262 $4.45M 0.38% -221 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,505 $3.91M 0.24% -266 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,152 $3.79M 0.06% +941 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 12,043 $3.76M 0.34% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11,691 $3.65M 0.04% -107 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,092 $3.46M 0.75% -65 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,192 $3.4M 0.04% +2,951 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,290 $3.21M 0.08% +1,073 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,080 $3.15M 0.27% -147 13F-HR Timeline Group RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 9,703 $3.03M 2.15% -838 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 9,076 $2.83M 0.23% -60 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,499 $2.65M 0.28% -2,085 13F-HR Timeline Atlas Brown,Inc. 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