EASTERN BANK More: the full row for EASTERN BANK 214,567 $58.4M 0.89% +5,380 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 190,615 $51.8M 0.71% -11,468 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 176,101 $47.9M 0.36% +3,100 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 167,968 $45.7M 1.75% -948 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 155,367 $42.3M 0.5% +112,196 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 99,936 $27.2M 1.8% -1,012 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 69,594 $18.9M 1.69% +893 13F-HR Timeline CX Institutional More: the full row for CX Institutional 65,291 $17.8M 0.48% +3,490 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 64,110 $17.4M 0.23% -934 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 62,493 $17M 1.28% -3,242 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 61,082 $16.6M 1.44% -1,198 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 56,521 $15.4M 0.41% -24 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 55,601 $15.1M 8.01% -2,494 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 54,103 $14.7M 1.28% -247 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 53,500 $14.6M 2.75% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 42,950 $11.7M 1.07% -2,578 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 40,189 $10.9M 0.6% -970 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 38,226 $10.4M 3.16% +1 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 37,393 $10.2M 0.64% +442 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 37,040 $10.1M 3.9% +5 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 33,949 $9.24M 1.89% -1,392 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 31,422 $8.55M 0.85% +325 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 29,990 $8.16M 0.88% -500 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 26,956 $7.34M 0.5% +450 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,086 $7.1M 0.05% +4,236 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 25,849 $7.03M 2.52% +37 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 23,438 $6.38M 1.26% -463 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 23,105 $6.29M 1.38% +41 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 18,919 $5.15M 2.11% -100 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 18,810 $5.13M 0.9% -320 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 18,043 $4.91M 0.17% +1,461 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 15,276 $4.2M 0.05% -353 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,822 $3.76M 0.1% -1,952 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,732 $3.19M 0.07% +178 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,879 $2.96M 0.08% -648 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9,736 $2.65M 1.58% -282 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,248 $2.52M 1.56% -118 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,019 $2.45M 0.15% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,139 $2.21M 0.19% -289 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,952 $2.16M 0.06% -46 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 7,571 $2.06M 1.36% -194 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,455 $2.03M 0.19% -181 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,394 $2.01M 0.17% +283 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 7,184 $2M 0.05% +1,466 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,124 $1.94M 0.2% -525 13F-HR Timeline General Partner, Inc. 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More: the full row for Atlas Brown,Inc. 5,941 $1.62M 0.43% +3 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,879 $1.6M 0.13% -179 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,378 $1.46M 0.57% -19 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,281 $1.44M 0.54% -40 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,172 $1.41M 0.79% -42 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,625 $1.26M 0.13% -434 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for First Heartland Consultants, Inc. 3,564 $970K 0.06% +139 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,376 $919K 0.55% -65 13F-HR Timeline Trust Co More: the full row for Trust Co 3,160 $860K 0.07% +40 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,130 $852K 0.03% +23 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,062 $833K 0.81% -10 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,870 $781K 0.56% +302 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Pacifica Partners Inc. 1,932 $526K 0.16% -5 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,921 $523K 0.19% +728 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,890 $514K 0.06% +10 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,877 $511K 1.47% -185 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,866 $508K 0.08% -101 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,836 $500K 0.03% +85 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,819 $495K 0.09% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,737 $473K 0.2% +474 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,704 $472K 0.22% -1 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,672 $463K 0.09% -90 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,598 $435K 0.02% +913 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 1,584 $431K 0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,566 $426K 0.05% -22 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,525 $415K 0.36% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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ALLISON & CO., INC. 1,209 $329K 0.18% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,208 $329K 0.07% +44 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,173 $319K 0.07% -34 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,168 $318K 0.01% +6 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,115 $303K 0.07% +30 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,091 $297K 0.09% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,090 $297K 0.06% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,064 $290K 0.05% -46 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,005 $280K 0.05% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,004 $273K 0.05% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 930 $253K 0.02% -145 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 916 $249K 0.07% +115 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 900 $245K 0.22% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 898 $244K 0.15% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 888 $242K 0.1% -28 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 878 $239K 0.15% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 853 $232K 0.01% +2 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 851 $232K 0.09% -3 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 828 $225K 0.05% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 775 $215K 0.04% +2 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 785 $214K 0.07% +6 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 769 $209K 0.09% -47 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 751 $204K 0.07% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 735 $200K 0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 611 $166K 0.07% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 595 $162K 0.07% +3 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 582 $159K 0.09% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 573 $156K 0.13% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 568 $155K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 315 $85.7K 0.03% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 309 $84.1K 0.05% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 270 $73.1K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 250 $68K 0.01% -230 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 233 $63.4K 0.02% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 229 $62.3K 0.02% +7 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 192 $52.1K 0.04% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 185 $50.3K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 159 $43.3K 0.03% +60 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 150 $40.8K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 118 $32.1K <0.01% -30 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 90 $24.5K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 45 $12.2K 0.01% -8 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 39 $11K <0.01% 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 38 $10.3K 0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 37 $10.1K 0.01% +22 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 31 $8.44K <0.01% -6 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 18 $4.9K <0.01% 0 13F-HR Timeline