Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 710,393 $188M 1.41% +8,600 13F-HR Timeline Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 709,904 $188M 4.66% -4,916 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 666,675 $176M 2.11% +193,905 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 643,935 $170M 2.28% -19,732 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 322,616 $85.4M 7.64% -237 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 299,306 $79.2M 1.2% +153,938 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 258,168 $69.1M 3.65% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 231,063 $61.2M 3.83% -3,163 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 201,429 $53.2M 0.73% +18,579 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 170,950 $45.3M 1.19% -7,399 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 166,623 $44.1M 2.99% -1,565 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 152,796 $40.5M 0.29% +17,184 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 136,910 $36.2M 2.74% -167 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 121,291 $32.1M 0.87% -6,117 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 119,405 $31.6M 0.45% -33,426 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 101,237 $26.8M 0.36% +51,822 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 88,311 $23.4M 1.55% -1,520 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 86,500 $22.9M 2.1% -4,125 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 84,832 $22.5M 0.76% +6,302 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 83,885 $22.2M 1.93% -1,765 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 83,615 $22.1M 2.39% -4,375 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 74,352 $19.7M 0.75% -4,125 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 69,933 $18.5M 0.59% -4,046 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 69,311 $18.3M 2.22% -2,216 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 66,214 $17.5M 0.46% +738 13F-HR Timeline CX Institutional More: the full row for CX Institutional 64,782 $17.1M 0.46% +34,418 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 63,678 $16.9M 0.15% -1,490 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 62,954 $16.7M 0.35% +380 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 61,298 $16.2M 1.62% -2,196 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 60,273 $16M 3.17% -718 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51,078 $13.5M 0.39% +3,157 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 48,636 $12.9M 1.11% -39 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 46,998 $12.1M 0.15% +4,519 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 44,204 $11.7M 2.57% +518 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 44,008 $11.7M 5.59% +174 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 41,765 $11.1M 3.96% -38 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 41,184 $10.9M 1.16% -765 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 41,616 $10.7M 0.26% +7,564 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 38,550 $10.2M 0.75% +487 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 38,538 $10.2M 3.32% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 38,519 $10.2M 0.28% +515 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 37,492 $9.93M 0.06% +32,133 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 36,142 $9.57M 3.72% -1,274 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 35,676 $9.44M 0.52% -627 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 34,248 $9.07M 1.79% -294 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 32,014 $8.48M 2.24% -80 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 31,226 $8.27M 1.4% -2,168 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 30,778 $8.15M 2.97% -2,231 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 30,728 $8.13M 0.57% -53 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 28,307 $7.49M 0.78% -595 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 27,880 $7.38M 2.35% -2,282 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 27,278 $7.22M 0.37% +2,607 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 25,834 $6.84M 1.31% -26 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 25,823 $6.84M 4.23% -977 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 25,355 $6.71M 0.55% -2,590 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 24,315 $6.44M 0.41% +66 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 23,614 $6.25M 2.36% -1,069 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 22,770 $6.03M 3.34% -363 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 22,705 $6.01M 0.46% -577 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22,477 $5.81M 1.75% +464 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 21,847 $5.79M 2.37% -168 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 21,743 $5.77M 1.01% -674 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 21,126 $5.59M 2.86% -266 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 19,823 $5.25M 0.21% -292 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 18,959 $5.02M 0.31% +625 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 18,534 $4.91M 1.02% +437 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 18,318 $4.85M 1.37% +14 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 18,222 $4.82M 0.58% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 18,143 $4.69M 2.62% -28 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 17,686 $4.68M 0.34% -192 13F-HR Timeline ANB BANK More: the full row for ANB BANK 17,610 $4.66M 1.66% -727 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 17,596 $4.66M 0.35% -261 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 17,519 $4.64M 0.2% +2,774 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 17,058 $4.52M 0.68% -31 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 16,989 $4.5M 1.78% -1,622 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 16,171 $4.28M 0.15% -977 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 16,036 $4.25M 1.52% +13,344 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 15,123 $4M 0.42% -1,414 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 14,978 $3.97M 2.74% -207 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,591 $3.86M 0.83% -133 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,098 $3.73M 0.3% +3,247 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,729 $3.63M 0.36% -1,455 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,667 $3.62M 0.31% -167 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 13,416 $3.55M 1.26% +283 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 12,428 $3.29M 0.98% +4 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 12,000 $3.18M 0.25% -229 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 11,467 $3.04M 1.57% -446 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,240 $2.98M 1.15% -4,000 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 11,197 $2.96M 0.52% +3,466 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 11,148 $2.95M 0.51% +665 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 11,139 $2.95M 0.07% +10 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 11,036 $2.92M 1.94% -27 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 10,818 $2.86M 1.53% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 10,713 $2.84M 2.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,423 $2.76M 0.55% +469 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 10,162 $2.69M 1.76% -300 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,131 $2.68M 1.01% -35 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 10,126 $2.68M 1.69% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 10,000 $2.65M 1.89% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,885 $2.62M 0.57% -274 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 9,797 $2.59M 1.99% -1,356 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,468 $2.51M 0.52% +322 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,712 $2.49M 0.11% +358 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 9,292 $2.4M 1.6% +15 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8,994 $2.38M 1.42% -862 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,980 $2.38M 1.02% -40 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,924 $2.36M 1.32% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,849 $2.34M 0.61% +83 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 8,492 $2.25M 0.46% +816 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,424 $2.23M 1.21% +519 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,290 $2.19M 0.2% -2,182 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,897 $2.09M 0.23% -165 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 7,695 $2.04M 1.12% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,004 $2.02M 0.4% -128 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,588 $2.01M 0.13% +586 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,572 $2M 0.23% +162 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,369 $1.95M 0.29% +68 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,164 $1.9M 0.21% +50 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,147 $1.89M 0.8% -233 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,145 $1.89M 0.44% +4,906 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,106 $1.88M 1.83% -44 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,028 $1.86M 0.17% -231 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,503 $1.72M 0.74% +755 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,481 $1.72M 0.21% +250 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,325 $1.67M 0.47% -23 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,285 $1.66M 0.2% +249 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,210 $1.64M 0.48% -438 13F-HR Timeline Trust Co More: the full row for Trust Co 6,079 $1.61M 0.14% -1,132 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 6,053 $1.6M 0.86% +36 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,958 $1.58M 0.1% +280 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,932 $1.57M 0.54% -23 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,742 $1.52M 0.09% +342 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,577 $1.48M 0.21% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,557 $1.47M 0.23% -144 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 5,446 $1.44M 1.27% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,083 $1.35M 0.96% -241 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 4,946 $1.31M 1.17% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,822 $1.28M 0.98% +60 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,804 $1.27M 0.62% +172 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,766 $1.26M 0.25% -247 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,733 $1.25M 0.28% +115 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,603 $1.22M 0.29% +36 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,505 $1.19M 0.83% +456 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,500 $1.19M 0.13% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,675 $1.19M 0.37% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,478 $1.19M 0.19% +7 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,467 $1.18M 1.09% -2 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,428 $1.17M 0.51% +384 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,367 $1.16M 0.99% -50 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,334 $1.15M 0.16% +3,170 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,297 $1.14M 0.69% +37 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,273 $1.13M 0.54% +21 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,215 $1.12M 0.33% -107 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,078 $1.08M 0.56% +439 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,235 $1.07M 0.49% +1 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,944 $1.04M 0.63% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,907 $1.03M 0.19% -17 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 3,712 $983K 0.2% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,804 $969K 0.18% -460 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,569 $945K 0.06% +2 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,558 $942K 0.35% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,502 $927K 0.24% -232 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,496 $926K 0.51% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,411 $903K 0.05% -19 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,336 $883K 0.21% +23 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,328 $881K 0.68% +208 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 3,319 $879K 0.3% +26 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,303 $875K 0.24% +264 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,301 $874K 0.08% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,254 $861K 0.25% +508 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,254 $861K 0.27% -196 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,106 $822K 0.25% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,084 $816K 0.18% -8 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,057 $809K 0.57% -20 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,909 $770K 0.04% -15 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. 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