Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 144,427 $23.6M 0.18% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 116,239 $19M 1.08% +6,480 13F-HR Timeline Group Overbrook Management Corp More: the full row for Overbrook Management Corp 53,580 $8.74M 1.36% -11,540 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 30,862 $5.03M 0.32% -217 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,469 $3.99M 0.03% +5,250 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,206 $2.15M 0.19% +4,117 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,108 $1.97M 0.07% +66 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,814 $1.76M 0.16% +1,581 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,724 $1.75M 0.61% +257 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 9,738 $1.59M 1.09% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,565 $1.4M 0.04% -6,573 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,433 $1.27M 0.03% -276 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,991 $977K 0.08% -34 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,946 $970K 0.54% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,805 $947K 0.03% +12 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 5,553 $906K 0.07% +1,832 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,198 $848K 0.17% +1,423 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,652 $759K 0.17% -192 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,883 $633K 0.11% +58 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,350 $546K 0.33% +1,498 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,826 $461K 0.07% +15 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,710 $442K 0.02% +85 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,515 $410K 0.29% -127 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,510 $409K 0.04% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,490 $406K 0.01% -219 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,508 $406K 0.17% +35 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,472 $403K 0.01% +675 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,399 $391K <0.01% -312 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,365 $386K 0.05% -6 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,259 $368K 0.01% 0 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 2,258 $368K 0.28% -25 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,168 $354K 0.06% +433 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,127 $347K 0.1% +12 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,885 $307K 0.03% +6 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,840 $300K 0.02% +273 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,803 $294K 0.02% -469 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,597 $260K 0.02% +81 13F-HR Timeline Trust Co More: the full row for Trust Co 1,122 $183K 0.02% +34 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 936 $153K <0.01% -61 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 838 $137K 0.08% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 784 $128K 0.01% +38 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 734 $120K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 630 $103K 0.01% +300 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $65.2K <0.01% +200 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 301 $49.1K 0.01% -5,155 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 263 $42.5K 0.02% +17 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 250 $40.8K <0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 237 $38.6K 0.02% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 151 $24.6K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 149 $24.3K 0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 145 $24K <0.01% +30 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 111 $18.1K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 72 $11.7K <0.01% -48 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 64 $10.4K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 56 $9.13K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 23 $3.75K <0.01% -9 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $2.61K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $490 <0.01% 0 13F-HR Timeline