Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 2,196,789 $403M 3.51% +885,687 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 332,607 $61M 1.02% -9,247 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 206,295 $37.8M 1.03% -13,753 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 181,278 $33.2M 0.25% +2,400 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 113,209 $23.6M 1.05% +3,357 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 112,243 $20.6M 3.06% -3 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 91,990 $16.9M 0.96% +4,637 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 58,557 $10.7M 0.08% +3,653 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 57,583 $10.6M 0.07% -468 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 52,511 $9.63M 1.62% -2,901 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 50,900 $9.33M 6.1% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 21,428 $3.93M 0.05% -1,926 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 20,597 $3.78M 0.83% +215 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 18,389 $3.37M 0.11% +4,709 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 16,244 $2.98M 0.52% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 15,350 $2.81M 0.3% -200 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,200 $2.6M 0.07% +1,872 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 13,434 $2.46M 0.73% +8,923 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,462 $2.25M 0.03% +1,644 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 12,203 $2.24M 0.81% -20,602 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 11,435 $2.1M 0.62% +1,328 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,314 $2.07M 0.45% +8,114 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,879 $1.63M 0.04% -1,080 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,480 $1.55M 0.16% -750 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,962 $1.54M 0.29% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,351 $1.53M 0.13% -1,699 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,904 $1.45M 0.04% -166 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,627 $1.4M 0.15% +5,940 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,904 $1.08M 0.79% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,879 $1.08M 0.19% -62 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,398 $990K 0.08% -203 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,948 $907K 0.08% -374 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,513 $828K 0.03% -121,982 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,389 $805K 0.02% -38,824 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,319 $792K 0.28% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,246 $779K 0.01% -1,386 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 4,239 $777K 0.22% +232 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,982 $730K 0.01% -56 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,812 $699K 0.01% +1,008 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,721 $682K 0.1% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,615 $663K 0.13% +129 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,566 $654K 0.1% -16 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,337 $612K 0.04% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,024 $555K 0.04% -894 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,016 $553K 0.01% +2 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,470 $515K 0.01% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,658 $487K 0.09% -73 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,615 $480K 0.17% +96 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,432 $478K 0.32% +2,157 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,532 $464K 0.02% -643 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,530 $464K 0.1% -409 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,443 $448K 0.04% -427 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,215 $406K 0.07% -1 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,136 $392K 0.02% +499 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,084 $382K 0.21% +167 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,065 $379K 0.29% -50 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $367K 0.26% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,972 $362K 0.02% -75 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,971 $361K 0.07% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,817 $333K 0.03% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,793 $329K 0.13% -152 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,713 $314K 0.03% -842 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,711 $314K 0.02% -195 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,688 $310K 0.03% -880 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,456 $309K 0.13% +38 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 1,681 $308K 0.03% new 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 1,548 $284K 0.05% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,536 $282K 0.06% -269 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,525 $280K 0.08% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,473 $270K 0.04% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,407 $258K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,357 $249K 0.16% +165 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,342 $246K 0.08% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,329 $244K 0.01% new 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,269 $233K 0.09% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,191 $219K 0.16% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,175 $215K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,132 $208K 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 917 $168K <0.01% +619 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 872 $160K 0.09% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 709 $130K 0.07% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 623 $114K 0.33% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 433 $79.4K 0.05% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 356 $65.3K 0.01% -1,140 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 279 $51.2K 0.01% +127 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 207 $38K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 160 $29.3K <0.01% -112 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 150 $27.5K <0.01% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 146 $26.8K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 125 $22.9K 0.01% +6 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 112 $20.5K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 91 $19.3K 0.01% -75 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 69 $12.7K <0.01% +6 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 61 $11.2K <0.01% -3 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 50 $9.17K <0.01% -34 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 45 $8.25K <0.01% +22 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 40 $7.33K <0.01% -50 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 30 $5.5K <0.01% 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 27 $4.95K <0.01% -8 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 14 $2.57K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8 $1.47K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3 $637 <0.01% 0 13F-HR Timeline