CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 139,005 $17.6M 0.93% +51,051 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 80,122 $10.2M 0.14% +2 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 40,089 $5.04M 0.04% 0 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 20,228 $2.54M 0.63% -536 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,700 $2.23M 0.06% -1,281 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 13,369 $1.68M 1.12% -198 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 12,030 $1.51M 0.31% +1,428 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,268 $1.42M 0.15% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,729 $1.35M 0.03% +108 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,142 $1.15M 0.01% +3,617 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 8,996 $1.13M 0.22% +12 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,414 $932K 0.03% +2,555 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,552 $698K 0.01% +71 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,492 $565K 0.12% +18 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 3,639 $458K 0.35% -5,525 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,100 $390K 0.09% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,892 $364K 0.01% +483 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,482 $312K 0.01% -1,237 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,425 $305K 0.08% +715 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,399 $302K 0.03% +308 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,377 $299K 0.04% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,338 $294K 0.1% +11 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,175 $273K 0.1% -135 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,023 $254K 0.03% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,980 $249K 0.03% +283 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,933 $243K 0.04% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,779 $224K 0.14% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,674 $211K 0.04% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,288 $162K 0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,007 $127K 0.01% -2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 750 $94.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 440 $55.3K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 396 $49.8K 0.01% -200 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 325 $40.9K 0.01% +44 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 231 $29K <0.01% +55 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 186 $23.4K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 175 $21.9K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 146 $18.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 124 $15.6K <0.01% -1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 105 $13.2K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 104 $13.1K 0.01% -8 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 97 $12.2K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 61 $7.67K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 45 $5.66K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 40 $5.03K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 25 $3.13K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 21 $2.64K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 17 $2.14K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $378 <0.01% +2 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $377 <0.01% 0 13F-HR Timeline