NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 30,325 $2.86M 0.19% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,441 $2.11M 0.01% +4,362 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 17,240 $1.62M 0.97% -939 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 16,200 $1.53M 0.16% 0 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 15,262 $1.44M 0.87% new 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 11,448 $1.08M 0.75% +23 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 9,880 $930K 0.48% -279 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,844 $927K 0.08% +436 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,770 $920K 0.02% +8 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,585 $808K 0.21% +307 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,266 $778K 0.17% -1 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,740 $729K 0.13% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,957 $561K 0.02% +480 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 5,331 $497K 0.33% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,100 $480K 0.02% +2,300 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,234 $399K 0.1% +89 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,639 $343K 0.01% +3 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,545 $334K 0.07% -52 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,440 $330K 0.06% -262 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,482 $328K 0.04% +366 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,510 $328K 0.01% +1,210 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,325 $313K 0.01% -4,850 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,250 $306K 0.19% 0 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 3,050 $287K 0.02% +425 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,962 $279K 0.1% +376 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $226K 0.02% 0 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,303 $217K 0.06% -10 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,300 $217K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,230 $210K <0.01% -1,479 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,941 $183K 0.03% +99 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,794 $169K <0.01% +813 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,704 $160K 0.03% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,332 $125K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,312 $124K 0.01% -75 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 954 $89.8K 0.01% -2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 695 $65.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 615 $57.9K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 569 $53.6K 0.04% +69 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 475 $44.7K 0.01% +200 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 400 $37.1K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 320 $30.1K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 300 $28.3K 0.02% +50 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 260 $24.5K <0.01% -5 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $18.8K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 135 $12.7K 0.01% -17 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 64 $6.03K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 60 $5.65K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 47 $4.44K <0.01% new 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 41 $4K <0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 30 $2.79K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $565 <0.01% 0 13F-HR Timeline