CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,161,221 $99.1M 1.66% -48,151 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 345,092 $29.4M 1.84% -7,388 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 222,088 $18.9M 0.14% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 178,232 $15.2M 0.58% +1,135 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 79,769 $6.81M 0.7% -1,744 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,523 $5.76M 0.04% +10,913 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 59,000 $5.03M 0.95% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 52,139 $4.45M 0.44% -674 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 40,903 $3.49M 0.05% +22,935 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 33,455 $2.85M 0.63% -2,416 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 31,817 $2.71M 0.09% -152 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 26,200 $2.24M 0.11% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 21,356 $1.82M 0.36% -560 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,858 $1.75M 0.04% +481 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 17,254 $1.47M 1.05% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 15,664 $1.34M 0.29% -8,927 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,150 $1.21M 0.03% +1,509 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,946 $1.19M 0.1% -244 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,895 $1.19M 0.1% +485 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,071 $1.12M 0.1% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 12,857 $1.1M 1% +59 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,449 $1.06M 0.03% -101 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,913 $1.02M 0.02% -1,241 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 11,868 $1.01M 0.78% -90 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 11,047 $931K 0.54% +73 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,500 $895K 0.06% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,906 $845K 0.13% +320 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,816 $838K 0.08% -219 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 9,733 $830K 0.31% -153 13F-HR Timeline YHB Investment Advisors, Inc. 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Planning Group LLC 2,480 $212K 0.05% +25 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,470 $211K 0.02% -477 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,393 $204K 0.08% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,027 $173K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,000 $171K 0.05% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,832 $156K 0.04% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,692 $148K 0.1% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,535 $131K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,082 $92.3K 0.01% -2 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 840 $71.7K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 829 $70.1K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 800 $68.3K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 551 $47K 0.01% -333 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 507 $43.2K 0.03% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 439 $37.5K <0.01% +32 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 393 $33.5K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 292 $24.9K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 261 $22.3K <0.01% +49 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 240 $20.3K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 198 $16.9K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 139 $11.9K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 102 $8.7K 0.01% -2 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 77 $6.57K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 40 $3.41K <0.01% -66 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 39 $3.33K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 37 $3.16K <0.01% +8 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 36 $3.07K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 29 $2.48K <0.01% +2 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 15 $1.33K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 15 $1.28K <0.01% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 4 $342 <0.01% new 13F-HR Timeline