CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,314 $531K 0.05% 0 13F-HR Timeline Group Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,314 $531K 0.28% -104 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,314 $531K 0.09% 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,308 $528K 0.47% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,306 $527K 0.04% -1,490 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,301 $525K 0.27% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,301 $525K 0.23% 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 1,300 $525K 0.06% new 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 1,300 $525K 0.16% 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,295 $523K 0.04% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,294 $523K 0.06% 0 13F-HR/A Timeline Swisher Financial Concepts, Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 1,265 $511K 0.05% -229 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,262 $510K 0.25% 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,240 $509K 0.33% +44 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,259 $508K 0.02% +90 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 1,258 $508K 0.19% +159 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,255 $507K 0.02% +123 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,491 $507K 0.14% -37 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,253 $506K 0.07% +33 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,252 $506K 0.43% 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,252 $506K 0.07% -1,020 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,252 $506K 0.22% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,251 $505K 0.31% +1,238 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,248 $504K 0.14% -819 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,248 $504K 0.26% -14 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,247 $504K 0.04% +50 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,247 $504K 0.22% new 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,246 $503K 0.28% 13F-HR Timeline DKM Wealth Management, Inc. 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More: the full row for PCA Investment Advisory Services Inc. 1,232 $497K 0.23% -440 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,899 $497K 0.09% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,230 $497K 0.22% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,229 $496K 0.22% +100 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,306 $495K 0.17% 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 2,503 $495K 0.45% 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,226 $495K 0.24% new 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,225 $495K 0.04% -150 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,225 $495K 0.05% -31 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,223 $494K 0.25% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,222 $493K 0.03% +281 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,221 $493K 0.08% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,219 $492K 0.37% -6 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,219 $492K 0.11% +349 13F-HR Timeline AF Advisors, Inc. 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More: the full row for Tarbox Family Office, Inc. 1,157 $467K 0.08% +72 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,156 $467K 0.42% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,155 $466K 0.26% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,155 $466K 0.32% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,155 $466K 0.43% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,155 $466K 0.17% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 1,154 $466K 0.03% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,154 $466K 0.29% +131 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,153 $466K 0.21% +503 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,153 $466K 0.2% -69 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 1,152 $465K 0.46% 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,152 $465K 0.14% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,152 $465K 0.17% +11 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,151 $465K 0.06% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,151 $465K 0.03% +2 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 1,150 $464K 0.33% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,149 $464K 0.16% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,147 $463K 0.11% -55 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,144 $462K 0.02% -1,180 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,143 $462K 0.15% 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,137 $459K 0.01% +195 13F-HR Timeline Group MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,137 $459K 0.36% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,136 $459K 0.14% +127 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,136 $459K 0.36% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,135 $458K 0.19% +750 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,135 $458K 0.05% +25 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,132 $457K 0.31% -88 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,131 $457K 0.05% 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,131 $457K 0.33% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,130 $456K 0.14% +100 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,130 $456K 0.13% -154 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,129 $456K 0.05% -39 13F-HR Timeline AllGen Financial Advisors, Inc. 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More: the full row for LGT Fund Management Co Ltd. 1,123 $454K 0.04% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,121 $453K 0.17% +3 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,121 $453K 0.17% +179 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,117 $451K 0.16% -19 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,116 $451K 0.47% 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,114 $450K 0.13% +177 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,112 $449K 0.13% -14 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,112 $449K 0.42% -160 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,111 $449K 0.15% 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,108 $447K 0.45% +204 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,106 $447K 0.36% 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,068 $446K 0.27% +44 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,103 $445K 0.44% +50 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,103 $445K 0.05% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,313 $445K <0.01% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,100 $444K 0.08% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,100 $444K 0.26% 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,100 $444K 0.38% 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,099 $444K 0.19% -60 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,099 $444K 0.15% -10 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,095 $442K 0.08% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,093 $441K 0.12% +247 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,093 $441K 0.09% +194 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,092 $441K 0.42% 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,091 $441K 0.11% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,090 $440K 0.03% -117 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,090 $440K 0.28% -176 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,090 $440K 0.17% 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,089 $440K 0.06% +40 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,089 $440K 0.27% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,087 $439K 0.36% 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,084 $438K 0.28% -5 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,084 $438K 0.17% +16 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,082 $437K 0.34% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,082 $437K 0.09% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,082 $437K 0.25% -85 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,079 $436K 0.85% -69 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,079 $436K 0.03% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,073 $433K 0.13% -849 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,072 $433K 0.05% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,070 $432K 0.06% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,066 $430K 0.32% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,065 $430K 0.02% -248 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,065 $430K 0.08% +14 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,065 $430K 0.37% +45 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,065 $430K 0.16% 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,065 $430K 0.46% -246 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,064 $430K 0.05% +255 13F-HR Timeline