SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,478,787 $1.71B 23.01% +31,247 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 411,540 $476M 41.31% +115 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 236,643 $274M 2.05% +2,700 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 135,691 $157M 2.16% +12,524 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 130,209 $151M 3.18% -38 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 124,514 $144M 0.93% +1,454 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 115,236 $133M 2.03% -1,100 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 76,310 $88.3M 0.77% -19,638 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 68,083 $78.8M 0.56% +24,274 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 44,028 $50.9M 2.24% +15,762 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 39,238 $45.4M 2.71% +14,902 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 29,359 $34M 5.28% -7 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 28,975 $33.5M 2.9% -42 13F-HR Timeline CX Institutional More: the full row for CX Institutional 28,563 $33M 0.9% -6,930 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 28,383 $32.8M 1.11% +2,538 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 27,405 $31.7M 0.45% +63 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 26,968 $31.2M 2.2% -629 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,575 $30.7M 0.81% -751 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 26,487 $30.6M 3.17% +252 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 21,743 $25.2M 4.97% -102 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 21,162 $24.5M 17.47% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 20,675 $23.9M 1.32% +2,587 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20,500 $23.7M 0.28% -822 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19,745 $22.8M 2.13% -1,123 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wedmont Private Capital More: the full row for Wedmont Private Capital 18,843 $22M 0.53% +2,779 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 17,312 $20M 1.36% +86 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 17,102 $19.8M 9.35% -220 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16,911 $19.6M 2.78% +158 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 16,906 $19.6M 3.97% +113 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 16,555 $19.2M 10.59% 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 15,853 $18.3M 0.7% -450 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 15,528 $18M 0.49% +954 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 15,343 $17.8M 1.63% -532 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,917 $17.3M 0.45% +762 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 10,188 $11.8M 0.89% +962 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 10,054 $11.6M 7.32% -947 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,940 $11.5M 0.73% +452 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 9,865 $11.4M 2.51% +86 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,844 $11.4M 0.33% +6,028 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,033 $10.5M 1.58% -11 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,944 $10.3M 0.29% +274 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 8,331 $9.64M 5.58% -10 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,273 $9.57M 0.59% +283 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 7,871 $9.11M 2.14% -393 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,609 $8.8M 0.88% +38 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,405 $8.57M 0.74% -106 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,143 $8.27M 2.87% +45 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,774 $8.05M 0.1% +2,498 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,825 $7.9M 0.48% +102 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,814 $7.88M 0.83% -408 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 6,647 $7.69M 1.77% new 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 6,315 $7.31M 0.6% -281 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,235 $7.21M 1.69% -183 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,115 $7.08M 0.53% +4,747 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,776 $6.68M 0.53% +502 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,392 $6.24M 0.67% -579 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,058 $5.85M 3.28% -34 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,995 $5.78M 0.98% -125 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 4,750 $5.5M 2.64% +33 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,730 $5.47M 0.81% -85 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,398 $5.09M 0.8% +136 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,349 $5.03M 0.33% +339 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,200 $4.99M 0.57% +50 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,204 $4.86M 3.24% +152 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,187 $4.84M 0.31% +2,027 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,044 $4.68M 1.65% -41 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,011 $4.64M 3.61% +24 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 3,859 $4.47M 2.05% -33 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,649 $4.22M 0.36% +87 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,563 $4.12M 1.08% -5 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,393 $3.93M 0.22% -2 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,371 $3.9M 0.47% +50 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,241 $3.75M 0.4% +1,950 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. 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More: the full row for Graves Light Lenhart Wealth, Inc. 2,309 $2.67M 0.25% 0 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 2,289 $2.65M 1.26% +3 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 2,269 $2.63M 0.95% -1,092 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,209 $2.58M 0.12% -3,613 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,219 $2.57M 0.37% +21 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,191 $2.54M 0.76% -55 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,176 $2.52M 0.66% +167 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 2,168 $2.51M 2.18% -10 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,167 $2.51M 1.05% -128 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,034 $2.35M 2.14% +4 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,984 $2.3M 0.09% -30 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,975 $2.28M 0.49% -401 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,973 $2.28M 0.4% -40 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,863 $2.16M 0.41% -900 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,860 $2.15M 0.49% -18 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Longview Financial Advisors, Inc. 1,598 $1.85M 1.06% 0 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,480 $1.71M 0.52% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,473 $1.7M 0.29% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,456 $1.68M 0.37% -635 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,449 $1.68M 0.94% +22 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,411 $1.63M 1.13% +173 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,418 $1.62M 0.23% +110 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,396 $1.62M 0.88% -12 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,395 $1.61M 0.45% +7 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,379 $1.6M 0.12% +76 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,361 $1.57M 0.89% -48 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,342 $1.55M 0.81% -1 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,328 $1.54M 0.6% -136 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,305 $1.49M 0.69% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,286 $1.49M 0.09% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,285 $1.49M 0.15% +78 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,266 $1.46M 0.72% +160 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,241 $1.44M 0.94% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,222 $1.41M 0.18% +63 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1,213 $1.4M 0.76% -14 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,180 $1.37M 0.15% +98 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 1,133 $1.31M 0.67% +1 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 1,124 $1.3M 0.45% +42 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,086 $1.26M 0.28% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,085 $1.26M 0.23% -129 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,064 $1.23M 0.76% -27 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,061 $1.23M 0.07% +55 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,039 $1.2M 0.48% +18 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,027 $1.19M 0.08% +124 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 976 $1.13M 0.18% +2 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 966 $1.12M 0.85% +116 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 966 $1.12M 0.23% -9 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 955 $1.11M 1.02% +1 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 955 $1.11M 0.29% -38 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 950 $1.1M 0.12% -3 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 935 $1.08M 0.74% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 886 $1.06M 0.34% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 914 $1.06M 0.49% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 912 $1.06M 0.25% +7 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 911 $1.05M 0.28% +30 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 903 $1.04M 0.48% +10 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. 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