CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,170,417 $94.8M 1.59% -77,227 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 186,316 $15.1M 2.24% +180,851 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 99,740 $8.32M 0.37% +3,286 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 50,063 $4.06M 0.11% +13,523 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 46,563 $3.77M 1.35% +625 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 12,732 $1.03M 0.79% +2,070 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,678 $946K 0.08% -353 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 10,455 $847K 0.31% -651 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 10,400 $843K 0.16% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,222 $828K 0.01% +1,710 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,870 $800K 0.02% -96 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,568 $775K 0.38% +1,910 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,765 $710K 0.14% +4,850 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 8,550 $693K 0.32% new 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 7,680 $622K 0.57% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,950 $563K 0.34% +903 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,600 $535K 0.01% -500 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,578 $533K 0.05% -1,771 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,963 $483K 0.01% -523 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,052 $409K 0.01% +150 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,456 $361K 0.03% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,641 $295K 0.01% -890 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 3,567 $289K 0.15% -1,829 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,439 $279K 0.02% +701 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,130 $254K 0.01% -17 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,893 $238K <0.01% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,916 $236K 0.05% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,615 $212K 0.06% -27 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,549 $206K 0.12% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,017 $163K <0.01% +13 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,875 $152K 0.06% +900 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,365 $111K <0.01% -583 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 835 $67.6K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 660 $53.5K <0.01% -48 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 641 $51.7K 0.02% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 471 $38.2K <0.01% +2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 450 $36.3K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 381 $30.9K <0.01% +2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 339 $27.5K <0.01% +37 13F-HR Timeline Trust Co More: the full row for Trust Co 322 $26.1K <0.01% -192 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 240 $19.4K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $16.2K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 146 $11.8K 0.01% +6 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 139 $11.3K 0.01% +12 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 129 $10.5K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 128 $10.4K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $8.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 49 $3.97K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 31 $2.51K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 27 $2.18K <0.01% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 25 $2.03K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 17 $1.34K <0.01% -410 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 16 $1.3K <0.01% -824 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $82 <0.01% new 13F-HR Timeline