Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 737,759 $251M 3.37% -29,701 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 650,350 $222M 36.34% -38,970 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 607,377 $207M 1.55% +7,300 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 546,566 $186M 4.26% -30 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 324,953 $111M 11.95% -7,945 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 309,531 $105M 0.75% +44,680 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 295,956 $101M 1.44% -49,431 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 237,063 $80.8M 4.15% +518 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 206,291 $70.3M 1.85% -7,193 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 176,999 $61M 1.46% +39,693 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 175,082 $59.7M 3.74% -3,407 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 168,823 $57.5M 3.81% -597 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 147,958 $50.4M 2.22% +38,467 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 147,309 $50.2M 1.7% +11,968 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 128,353 $43.7M 2.96% -721 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 127,895 $43.6M 6.77% -2,290 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 122,987 $41.9M 4.88% +2,328 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 120,925 $41.2M 2.6% -1,834 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 118,368 $40.3M 4.82% +4,696 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 112,261 $38.2M 0.81% -816 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 110,306 $37.6M 0.51% -1,715 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 108,432 $36.9M 0.62% -7,018 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 92,723 $31.6M 2.83% +35 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 84,008 $29.2M 0.37% -3,770 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 85,117 $29M 2.51% -140 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 82,853 $28.2M 0.74% +1,235 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 80,378 $27.4M 0.33% +270 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 75,582 $25.8M 0.17% +12,521 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 70,180 $23.9M 5.61% -5,004 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 63,957 $21.8M 0.33% +1,398 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 57,013 $19.4M 1.47% +375 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 55,562 $18.9M 8.95% -100 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 55,096 $18.8M 9.03% +579 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 54,429 $18.5M 3.67% +958 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 51,190 $17.1M 5.16% +180 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 45,074 $15.4M 5.49% -891 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 43,308 $14.8M 1.28% -403 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 42,263 $14.4M 0.89% +663 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 39,031 $13.3M 1.61% -1,022 13F-HR Timeline Group DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 38,832 $13.2M 4.82% -27,104 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 38,272 $13M 2.71% -1,525 13F-HR Timeline CX Institutional More: the full row for CX Institutional 35,656 $12.1M 0.33% +1,464 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 35,391 $12.1M 0.34% -1,316 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 34,978 $11.9M 4.63% -693 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 34,057 $11.6M 2.36% +1,142 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 33,419 $11.4M 3.46% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 32,860 $11.2M 0.73% +987 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 31,557 $10.8M 0.31% -176 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 29,980 $10.2M 3.25% -90 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 29,869 $10.2M 0.88% -264 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 29,763 $10.1M 0.84% +3,157 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 28,099 $9.57M 0.37% -132 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 27,949 $9.52M 0.95% -2,633 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 27,194 $9.27M 2.04% -64 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 26,786 $9.23M 1.74% -3,799 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 26,816 $9.14M 0.73% -69 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 26,479 $9.02M 4.83% -3,300 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 25,121 $8.56M 5.69% -98 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 24,973 $8.51M 3.22% -98 13F-HR Timeline ANB BANK More: the full row for ANB BANK 23,110 $7.87M 2.8% -1,481 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 22,528 $7.68M 0.72% -1,778 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 22,227 $7.57M 2.98% -202 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 21,466 $7.31M 6.41% -3,348 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 20,554 $7M 2.09% +1,897 13F-HR Timeline Atlas Brown,Inc. 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More: the full row for Legacy Private Trust Co. 13,349 $4.55M 0.25% -120 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 12,953 $4.41M 3.79% -1,134 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 12,828 $4.37M 0.43% +154 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,541 $4.27M 0.92% -1,795 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 12,413 $4.23M 3.24% -231 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 12,391 $4.22M 2.19% -1,146 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 12,378 $4.22M 2.99% -107 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 12,402 $4.21M 0.74% -95 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 12,018 $4.1M 1.36% -314 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,882 $4.05M 1.49% -582 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 11,747 $4M 1.84% -1,354 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11,739 $4M 0.72% +63 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 11,458 $3.9M 2.16% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 11,380 $3.88M 0.92% +31 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 11,200 $3.82M 0.32% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,112 $3.79M 0.47% +195 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,054 $3.77M 0.39% -858 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 10,901 $3.71M 2.22% +7,119 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,831 $3.69M 0.25% +47 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,590 $3.61M 0.27% +461 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 10,475 $3.57M 1.03% +153 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,049 $3.42M 0.97% -623 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,046 $3.42M 0.27% -54 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 9,644 $3.29M 0.57% -260 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,514 $3.24M 0.64% +212 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 9,408 $3.21M 1.23% -414 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,093 $3.1M 0.6% -91 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,955 $3.05M 1.85% -73 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,671 $2.95M 1.27% +1,999 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,641 $2.94M 0.79% -3,146 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 8,609 $2.93M 0.21% +4,429 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,389 $2.86M 1.87% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,259 $2.83M 1.31% -16 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,955 $2.71M 0.73% +630 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,948 $2.71M 1.47% -92 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,763 $2.65M 0.17% -36 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,699 $2.62M 0.56% +36 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,547 $2.57M 0.29% +1 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,504 $2.56M 1.54% -30 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,502 $2.56M 0.36% +480 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,432 $2.53M 1.3% -79 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 7,412 $2.53M 1.66% -1,440 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,389 $2.52M 1.8% -634 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 7,023 $2.45M 1.1% 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 7,168 $2.44M 1.78% +39 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 6,903 $2.35M 0.94% -96 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 6,761 $2.3M 1.67% +3,253 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,582 $2.27M 0.1% -22,738 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 6,476 $2.21M 1.02% -171 13F-HR/A Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 6,434 $2.19M 0.67% +164 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,396 $2.18M 1.35% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 6,317 $2.15M 1.19% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,248 $2.13M 0.57% -82 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,243 $2.13M 1.2% -516 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,236 $2.12M 1.37% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,103 $2.08M 1.44% +806 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,018 $2.05M 0.08% +274 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,924 $2.02M 0.71% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,908 $2.01M 0.81% +570 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,895 $2.01M 0.48% -237 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,688 $1.94M 0.14% -400 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,428 $1.85M 0.13% -35 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,422 $1.85M 0.18% +150 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,375 $1.83M 0.14% -14,684 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,229 $1.78M 0.11% +19 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 5,188 $1.77M 0.81% +527 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,800 $1.64M 0.75% 0 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 4,670 $1.59M 0.76% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,622 $1.57M 1.06% -95 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,359 $1.54M 0.49% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,496 $1.53M 0.64% +6 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,489 $1.53M 0.39% -139 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,330 $1.48M 0.31% -98 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,277 $1.46M 0.09% +226 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,143 $1.41M 0.08% 0 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,137 $1.41M 0.22% -1,799 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,111 $1.4M 0.49% +25 13F-HR Timeline RTD Financial Advisors, Inc. 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