Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 830,914 $153M 2.05% -9,844 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 316,297 $58.2M 0.44% +5,400 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 126,574 $23.3M 4.76% +313 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 96,865 $17.8M 0.13% +12,326 13F-HR Timeline CX Institutional More: the full row for CX Institutional 90,850 $16.7M 0.45% +14,646 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 86,525 $15.9M 0.42% +5,488 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 86,391 $15.9M 1.37% -1,640 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 78,187 $14.4M 0.33% -37,790 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 77,617 $14.3M 1.08% +595 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 57,803 $10.6M 5.1% +551 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 53,986 $9.94M 0.67% -500 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 53,556 $9.86M 0.26% -1,325 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 41,599 $7.66M 1.52% -165 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 40,071 $7.37M 1.62% +1,022 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 37,784 $6.95M 0.5% +755 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 35,045 $6.45M 0.64% +4,951 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 32,601 $6M 0.34% +1,074 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 30,633 $5.64M 0.19% +2,548 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 27,874 $5.13M 0.73% +37 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,333 $5.03M 0.14% -374 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 26,333 $4.85M 1.76% +2,616 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 24,624 $4.53M 3.07% +2,567 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 23,786 $4.38M 0.87% -617 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 21,050 $3.87M 0.29% +2,336 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 20,797 $3.83M 0.36% -725 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 16,462 $3.03M 1.12% +2,525 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,184 $3.02M 0.07% +5,483 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,911 $2.93M 0.06% -795 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 14,937 $2.75M 1.9% -108 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 14,441 $2.66M 0.22% +2,405 13F-HR Timeline Group Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 14,126 $2.6M 0.94% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 12,483 $2.26M 0.45% -436 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 12,134 $2.23M 0.03% +516 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,163 $2.05M 0.11% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 11,082 $2.04M 1.99% -235 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,461 $1.93M 0.15% +30 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,549 $1.91M 0.36% -3,392 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,448 $1.67M 0.02% +407 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,269 $1.52M 0.13% -475 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 8,238 $1.52M 0.85% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,237 $1.52M 0.91% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,729 $1.42M 0.86% -200 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,718 $1.42M 0.38% +6,470 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7,437 $1.37M 0.82% -46 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,373 $1.36M 0.16% -37 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,078 $1.3M 0.04% -546 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,864 $1.26M 0.14% -518 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,801 $1.25M 0.2% -6,651 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,395 $1.18M 0.77% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,123 $1.13M 0.61% +162 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for Post Resch Tallon Group Inc. 2,137 $393K 0.27% +70 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,051 $377K 0.07% +152 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,003 $369K 0.02% -60 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,996 $367K 0.15% -330 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,012 $366K 0.15% -5 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,958 $360K 0.02% +621 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,935 $356K 0.02% -26 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,905 $351K 0.16% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,892 $348K 0.14% -180 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,842 $339K 0.06% -584 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,787 $329K 0.22% +89 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,783 $328K 0.17% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,772 $326K 0.94% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,769 $326K 0.3% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,731 $318K 0.06% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,729 $318K 0.02% -1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,715 $316K 0.17% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,654 $304K 0.03% -7 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,649 $304K 0.02% -129 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,647 $303K 0.05% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,635 $301K 0.05% -68 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,615 $297K 0.2% +70 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,610 $296K 0.18% +140 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,483 $273K 0.19% +161 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,455 $268K 0.1% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,420 $261K 0.01% +19 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,414 $260K 0.06% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,369 $252K 0.03% -155 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,300 $239K 0.05% +2 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,235 $227K 0.14% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,232 $224K 0.14% -37 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,209 $222K 0.04% +1 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,220 $222K 0.05% -11 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,201 $221K 0.14% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,237 $219K 0.15% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,188 $219K 0.02% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,180 $217K 0.04% +30 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,162 $214K 0.01% +78 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,175 $213K 0.1% -10 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,152 $212K 0.05% +2 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,123 $207K 0.06% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,096 $202K 0.11% -190 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 878 $162K 0.03% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 504 $92.8K 0.03% +173 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 455 $83.7K 0.07% +414 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 334 $61.5K 0.03% +15 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 325 $59.8K 0.04% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 297 $54.7K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 283 $52.1K 0.01% +43 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 279 $51.3K 0.01% -1,413 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 260 $47.9K 0.03% +7 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 89 $16.3K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 64 $12K 0.01% 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 63 $11.6K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 43 $7.91K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 35 $6.44K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 16 $2.94K <0.01% new 13F-HR Timeline