Addenda Capital Inc. More: the full row for Addenda Capital Inc. 1,851,854 $125M 3.31% +27,900 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 489,147 $23M 0.27% +2,578 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 184,547 $8.81M 2.65% +1,922 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 100,145 $4.71M 1.42% -4,113 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 86,714 $4.08M 0.51% +274 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 79,638 $3.76M 3.54% -8,320 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 64,965 $3.06M 0.09% +1,797 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,409 $2.96M <0.01% -12,311 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 54,082 $2.55M 0.11% -1,915 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 44,134 $2.08M 0.03% +12,160 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 36,800 $1.75M 0.04% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 36,914 $1.74M 0.18% +6,929 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 34,381 $1.62M 0.01% +546 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 32,067 $1.51M 0.72% +424 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 26,830 $1.26M 0.02% +3,245 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 19,323 $910K 0.01% -9,648 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,569 $780K 0.17% -138 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 16,403 $772K 0.28% -21 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 16,159 $761K 0.32% -1,869 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 11,460 $544K 0.1% +265 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 11,360 $535K 0.12% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 10,628 $500K 0.45% +310 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 9,384 $442K 0.04% -1,839 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,760 $336K 0.04% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,063 $332K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,818 $321K 0.01% +914 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,240 $294K 0.13% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 5,077 $239K 0.15% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,346 $213K 0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,488 $211K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,274 $201K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,429 $161K 0.01% +94 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,000 $141K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,324 $109K <0.01% -296 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,898 $89.3K <0.01% -304 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,720 $81K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,681 $79.1K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,000 $47.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 954 $44.9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 951 $44.8K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 620 $29.6K 0.02% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 492 $23.2K 0.01% -16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 402 $18.9K <0.01% -20 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 400 $18.8K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 286 $13.5K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 276 $13K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 224 $10.5K <0.01% +137 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 106 $4.99K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 96 $4.52K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 71 $3.34K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 69 $3.25K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 37 $1.74K <0.01% 0 13F-HR Timeline