CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 703,270 $112M 5.89% +23,078 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 355,927 $54.7M 4.13% -47,340 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 287,046 $44.1M 0.38% +10,688 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 178,430 $27.4M 1.56% +3,440 13F-HR Timeline Group O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 150,063 $23.1M 4.72% -3,805 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 128,700 $19.8M 0.15% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 107,103 $16.5M 1.19% -4,385 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 92,114 $14.2M 1.02% +2,964 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 77,238 $11.9M 0.08% +7,570 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 72,137 $11.1M 2.2% -3,366 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 70,968 $10.9M 4.22% +88 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 66,949 $10.3M 0.7% -1,825 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 55,494 $9.11M 2.63% +4,981 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 52,800 $8.12M 2.64% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 45,453 $6.99M 0.52% +2,327 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 44,883 $6.9M 0.6% -460 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 41,050 $6.31M 0.66% -1,551 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 40,667 $6.25M 0.16% +3,415 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 39,721 $6.11M 0.18% -11,594 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 37,864 $5.82M 4.03% -255 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 27,060 $4.16M 0.65% -51 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 23,329 $3.59M 1.73% +723 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 22,322 $3.43M 0.49% +7,917 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 21,906 $3.37M 0.11% +1,484 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 21,668 $3.33M 0.09% -649 13F-HR Timeline CX Institutional More: the full row for CX Institutional 21,230 $3.26M 0.09% -145 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 20,147 $3.1M 2.1% -6,089 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 18,233 $2.92M 1.63% +214 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. 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More: the full row for Legacy Private Trust Co. 17,108 $2.63M 0.15% +1,183 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 16,874 $2.59M 0.18% -140 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 13,719 $2.11M 0.42% +2,990 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,106 $1.71M 0.05% -3,078 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 11,077 $1.7M 0.41% +4,824 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,749 $1.64M 0.04% +788 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,452 $1.61M 0.03% -235 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 10,420 $1.6M 0.28% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 9,142 $1.41M 0.59% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,117 $1.4M 0.11% -369 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,923 $1.37M 0.22% -915 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,848 $1.36M 0.29% -1,290 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,714 $1.34M 0.12% -341 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for Wealth Enhancement Trust Services, Inc. 7,425 $1.14M 0.12% +175 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 6,745 $1.04M 0.09% -14 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 6,519 $1M 0.08% -32 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,500 $999K 0.71% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,070 $933K 0.56% +255 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,543 $852K 0.01% +422 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,420 $833K 0.08% -660 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,005 $805K 0.37% -4 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,103 $785K 0.21% -2,602 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,543 $742K 0.01% +233 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,785 $736K 0.38% +2 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,781 $735K 0.07% -68 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for CHAPIN DAVIS, INC. 3,832 $589K 0.11% -94 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,771 $580K 0.12% +1,677 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,518 $541K 0.02% +941 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,425 $527K 0.08% +515 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $492K 0.14% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 3,143 $483K 0.22% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,018 $464K 0.33% +1,306 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,794 $430K 0.15% +1,965 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,665 $410K 0.27% +340 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,600 $400K 0.02% +200 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,534 $390K 1.12% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,527 $389K 0.14% +176 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,481 $381K 0.05% -288 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,328 $358K 0.09% +178 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,312 $355K 0.28% +218 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Planning Strategies Inc. 36 $5.54K <0.01% +3 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 20 $3.08K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 19 $2.92K <0.01% -1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4 $615 <0.01% -1 13F-HR Timeline