Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 37,991 $11.7M 5.9% +9,965 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 35,194 $10.9M 0.74% -680 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,765 $5.8M 0.04% +2,185 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 17,855 $5.52M 0.48% -18 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,927 $3.99M 0.42% -735 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,833 $3.97M 0.11% -227 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,296 $2.63M 0.06% +4,017 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,035 $2.48M 1.77% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,718 $2.38M 0.08% +594 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,277 $1.94M 0.05% -50 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,090 $1.88M 0.04% +10 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,294 $1.64M 0.04% +365 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,026 $1.55M 0.96% -50 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 4,084 $1.26M 0.49% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,900 $1.21M 0.03% +88 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,708 $1.15M 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,238 $1M 0.06% +89 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,119 $964K 0.03% +361 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,016 $932K 0.09% -5 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,840 $878K 0.27% -160 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,437 $763K 0.01% +372 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,361 $730K 0.01% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,318 $717K 0.17% +375 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,074 $641K 0.22% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,902 $588K 0.07% -4 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,901 $587K 0.06% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,827 $578K 0.27% -1 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,847 $571K 0.14% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,800 $556K 0.23% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,771 $547K 0.01% -34 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,752 $541K 0.06% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,748 $540K 0.04% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,625 $502K 0.11% -283 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,590 $491K 0.23% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,580 $488K 0.05% -105 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,552 $479K 0.14% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,490 $460K 0.1% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,481 $458K 0.02% -25 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,475 $456K 0.08% +9 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,452 $449K 0.18% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,432 $442K 0.1% +3 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,345 $416K 0.2% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,332 $412K 0.01% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,320 $408K 0.12% +368 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,296 $400K 0.09% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,284 $397K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,254 $387K 0.03% +50 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,222 $383K 0.25% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,229 $380K 0.02% -28 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,179 $364K 0.02% -59 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,116 $354K 0.02% -39 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,120 $346K 0.03% +410 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,009 $312K 0.17% 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,000 $309K 0.24% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 980 $303K 0.08% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 975 $301K 0.05% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 972 $300K <0.01% +143 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 967 $299K 0.02% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 937 $290K 0.06% +12 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 913 $282K 0.05% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 888 $274K 0.05% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 871 $269K 0.12% -5 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 853 $264K 0.01% -43 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 825 $255K 0.02% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 797 $247K 0.1% +1 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 775 $239K 0.06% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 755 $233K 0.09% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 750 $232K 0.03% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 746 $231K 0.06% +1 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 725 $224K 0.07% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 700 $216K 0.04% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 698 $216K 0.06% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 679 $210K 0.03% +1 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 604 $187K 0.11% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 602 $186K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 514 $159K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 500 $154K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank & Trust Co More: the full row for Bank & Trust Co 454 $140K 0.09% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 362 $112K 0.06% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 301 $93K 0.06% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 250 $77.2K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 206 $63.7K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 124 $38.3K <0.01% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 90 $27.8K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 89 $27.5K 0.01% +85 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 50 $15.4K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 46 $14.2K 0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 43 $13.3K 0.01% +4 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 43 $13.3K <0.01% -642 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 33 $10.2K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 26 $8.03K 0.01% -2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 25 $7.76K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 19 $5.87K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 19 $5.87K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 11 $3.51K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 10 $3.09K <0.01% -5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $2.16K <0.01% +1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6 $1.85K <0.01% new 13F-HR Timeline