Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 104,678 $42.6M 0.32% +1,200 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 102,898 $41.8M 0.56% +54,499 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 50,280 $20.4M 0.29% +2,640 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 41,642 $16.9M 1.12% +2,512 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 33,613 $13.7M 3.35% +4,901 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 33,101 $13.5M 0.09% -267,849 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 29,299 $11.9M 1.03% +3,256 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 23,672 $9.63M 0.61% +510 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,837 $9.29M 0.07% +6,810 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 21,072 $8.57M 2.01% -1,610 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 16,640 $6.77M 2.12% +7,170 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 15,287 $6.22M 2.42% +188 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 15,244 $6.2M 0.88% +796 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 13,897 $5.65M 0.4% -751 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 12,423 $5.05M 0.52% -40 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,458 $3.44M 0.37% -1,323 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,163 $3.39M 0.08% +2,785 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,334 $3.39M 0.11% +1,378 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 6,601 $2.68M 0.97% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,394 $2.6M 0.07% +81 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 5,924 $2.41M 0.2% +1,716 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,870 $2.39M 0.29% +1,700 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,430 $2.21M 0.15% -890 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,954 $2.01M 0.11% +115 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,906 $1.99M 0.21% -122 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,857 $1.98M 0.43% +1,876 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,486 $1.82M 0.98% -6 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,862 $1.57M 0.07% -29,959 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,689 $1.5M 0.84% +516 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,298 $1.34M 0.08% -284 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,230 $1.34M 0.02% +2,001 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,935 $1.19M 0.1% +2,136 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,543 $1.03M 0.23% -156 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,499 $1.02M 0.02% -75 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,437 $991K 0.01% -211 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,162 $879K 0.52% -13 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,055 $836K 0.02% +98 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,904 $774K 0.02% +422 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,890 $769K 0.71% +54 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,721 $700K 0.07% -297 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,654 $673K 0.08% +706 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,612 $655K 0.02% -9 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,526 $621K 0.04% +21 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,422 $578K 0.36% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,317 $536K 0.11% -11 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,304 $530K 0.23% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,299 $528K 0.02% +35 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,230 $500K 0.04% +490 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,224 $498K 0.28% 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,218 $495K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,215 $494K 0.01% -2,370 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,145 $466K 0.12% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,143 $465K 0.04% -143 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,111 $452K 0.02% -176 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,057 $439K 0.02% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,060 $431K 0.29% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,052 $428K 0.01% +5 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,084 $425K 0.06% +2 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,016 $413K 0.3% -195 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 966 $393K 0.01% +94 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 950 $386K 0.21% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 897 $365K 0.04% +507 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 825 $335K 0.11% -100 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 823 $335K 0.1% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 765 $311K 0.17% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 730 $297K 0.05% -95 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 625 $254K 0.09% -15 13F-HR Timeline Trust Co More: the full row for Trust Co 612 $249K 0.02% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 563 $229K 0.06% +32 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 534 $216K 0.1% +30 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 510 $207K 0.04% +60 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 499 $203K 0.02% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 494 $201K 0.03% -80 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 311 $126K 0.07% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 283 $115K 0.01% -5 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 190 $77.3K 0.05% -1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 134 $54.5K 0.01% +21 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 99 $40.3K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 86 $34.5K 0.02% +1 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 66 $26.8K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 59 $24K <0.01% +9 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 55 $22.4K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 50 $20.3K 0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $12.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 24 $9.76K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 23 $9.35K <0.01% +9 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22 $8.83K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 17 $6.91K <0.01% +10 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $6.51K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15 $6.1K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 12 $4.88K <0.01% -5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11 $4.47K <0.01% -31 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9 $3.66K <0.01% -6 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4 $1.63K <0.01% -168 13F-HR Timeline