CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 745,410 $96.5M 1.62% -34,899 13F-HR Timeline DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 160,550 $20.8M 3.3% -8,794 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 56,900 $7.37M 0.06% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 24,866 $3.22M 1.14% -378 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 22,163 $2.87M 0.2% +831 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,077 $1.95M 0.05% +300 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 13,792 $1.79M 0.53% -52 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,856 $1.66M 0.14% +136 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 10,765 $1.39M 0.11% -196 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,956 $1.03M 0.03% +2,392 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,277 $942K 0.52% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,940 $769K 0.01% +21 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,140 $536K 0.03% +706 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,041 $523K 0.01% +70 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 3,721 $482K 0.04% +911 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,198 $414K 0.02% -55 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,945 $381K 0.01% +82 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 2,872 $372K 0.25% +1,127 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,506 $324K 0.16% -11 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,464 $319K 0.01% +309 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,140 $277K 0.2% -563 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,916 $248K 0.12% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,915 $248K <0.01% +15 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,933 $248K 0.01% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,699 $220K 0.03% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,488 $193K 0.02% +289 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 922 $119K <0.01% -72 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 597 $77.3K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 512 $66.3K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 370 $47.9K <0.01% -4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 260 $33.7K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 210 $27.2K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 158 $20.5K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 157 $20.3K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 139 $17.8K 0.01% -3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 58 $7.51K <0.01% -4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 25 $3.24K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24 $3.11K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $906 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $391 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3 $388 <0.01% -63 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1 $129 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.