Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,236,241 $161M 3.39% -794 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 389,732 $50.6M 0.77% +810 13F-HR Timeline Pensionfund PDN group of 2 filers holding More: the full row for Pensionfund PDN 183,011 $23.8M -9,000 Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 160,000 $20.7M 0.29% +15,000 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 60,858 $7.9M 1.85% -58,569 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40,258 $5.23M 0.14% +5,091 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 29,465 $3.83M 0.24% +137 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24,299 $3.15M 0.11% -13 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,578 $2.54M 0.02% +572 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 19,057 $2.47M 0.86% -519 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 12,739 $1.65M 0.14% +544 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,453 $1.36M 0.24% +325 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,895 $1.15M 0.25% +41 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,793 $1.14M 0.1% -15 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 8,340 $1.08M 0.05% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,453 $968K 0.29% -1 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,434 $965K 0.06% +147 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,362 $952K 0.02% -23 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,139 $927K 0.02% -1,369 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 6,855 $890K 0.64% +259 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,193 $674K 0.02% +243 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,190 $674K 0.15% +20 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,029 $653K 0.05% -81 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,153 $539K 0.09% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,048 $526K 0.05% -3,267 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,962 $514K 0.01% -150 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,923 $509K 0.31% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,897 $506K 0.14% +36 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,810 $495K 0.33% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,639 $472K 0.19% -1,201 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,460 $449K 0.11% +94 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,275 $425K 0.07% +173 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,763 $359K 0.25% +309 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,717 $353K 0.23% +518 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,625 $341K 0.07% +525 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,487 $323K 0.93% +188 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,423 $315K 0.01% -307 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,365 $307K 0.05% -74 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,250 $292K <0.01% -86 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,080 $270K 0.14% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,006 $260K 0.05% +158 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,959 $254K 0.03% +350 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,952 $253K 0.02% -587 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,897 $246K 0.03% -464 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,846 $240K 0.02% +206 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,883 $240K <0.01% +173 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,743 $226K 0.09% +208 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,732 $225K 0.11% -5 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,566 $203K 0.14% -69 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,517 $197K 0.01% -21 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,347 $175K 0.02% -48 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 989 $128K 0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 694 $90.2K 0.01% +224 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 533 $69.2K 0.04% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 360 $46.7K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 324 $42.1K <0.01% -1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 273 $35.4K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 270 $35.1K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 269 $34.9K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 236 $30.6K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 172 $22.3K <0.01% -23 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 167 $21.7K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 163 $21.1K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 122 $15.8K 0.01% -23 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 104 $13.5K 0.01% +27 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 82 $10.5K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 61 $7.92K <0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 45 $5.84K <0.01% +19 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 40 $5.19K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 35 $4.49K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $519 <0.01% 0 13F-HR Timeline