FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 911,718 $186M 2.22% +5,787 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 707,297 $144M 2.42% -35,566 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 447,972 $91.5M 1.23% -22,783 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 407,358 $83.1M 1.14% +37,605 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 285,053 $58.2M 0.83% -39,850 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 260,994 $53.3M 1.41% -14,643 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 223,779 $45.7M 0.61% -1,690 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 214,947 $43.9M 1.93% +73,481 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 199,164 $40.7M 3.07% +7,418 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 186,918 $38.2M 2.39% +1,065 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 161,957 $33.1M 3.27% -9,446 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 157,121 $32.1M 0.23% +8,902 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 131,937 $26.9M 0.86% -4,750 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 129,018 $26.3M 0.71% -4,797 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 122,653 $25M 1.42% +848 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 115,884 $23.7M 1.57% -685 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 96,199 $20M 3.76% +9,073 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 94,887 $19.4M 2.26% +1,671 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 88,640 $18.1M 1.66% -4,688 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 87,487 $17.9M 0.12% -2,551 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 81,529 $16.6M 4.12% -315 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 77,522 $15.8M 0.41% +4,424 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 72,741 $14.9M 0.41% -4,691 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 68,762 $14M 1.52% -2,880 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 68,368 $14M 1.42% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 57,206 $11.7M 0.4% +3,838 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 54,910 $11.2M 0.76% -125 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 52,629 $10.7M 2.8% -64 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50,248 $10.3M 0.16% -882 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 49,766 $10.2M 3.64% +160 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 47,139 $9.63M 0.84% -667 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 46,618 $9.52M 0.2% +1,028 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 44,626 $9.11M 0.35% -508 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 43,337 $8.85M 1.5% +1,015 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 41,380 $8.45M 1.02% -956 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 40,099 $8.19M 0.45% -318 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 40,076 $8.18M 3.35% +551 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 38,371 $7.84M 4.71% -53 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 37,076 $7.57M 0.71% -1,918 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 37,017 $7.56M 0.55% +477 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 36,931 $7.54M 1.45% +448 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 36,098 $7.37M 3.54% +179 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 32,327 $6.6M 0.42% +623 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 31,702 $6.47M 2.34% +901 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,131 $6.37M 0.15% +8,788 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 29,898 $6.11M 1.21% -37 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 29,833 $6.09M 0.92% -213 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 29,435 $6.01M 1.25% -220 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27,675 $5.65M 0.16% -11,571 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 27,365 $5.59M 2.11% -452 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 27,308 $5.58M 1.58% +135 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 26,310 $5.37M 3.46% +8 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 24,830 $5.09M 0.06% +2,303 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 24,186 $4.94M 1.3% +83 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 22,842 $4.66M 1.05% -18 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 22,640 $4.62M 0.3% -412 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 22,537 $4.6M 2.85% +448 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 21,540 $4.4M 0.47% -2,955 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 19,822 $4.05M 0.42% -756 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,333 $3.95M 0.11% +1,357 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 19,213 $3.92M 0.3% -2,401 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 19,122 $3.9M 0.41% +819 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 19,079 $3.9M 1.87% +618 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 18,982 $3.88M 0.39% -12 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 18,681 $3.81M 0.32% -406 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 18,281 $3.73M 1.33% -1,017 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 18,047 $3.69M 0.29% +316 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 17,979 $3.67M 0.34% -1,083 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 16,538 $3.38M 0.5% -299 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 16,099 $3.29M 0.13% -298 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 15,925 $3.25M 0.28% -1,002 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 15,807 $3.23M 0.28% -430 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 15,225 $3.11M 1.33% +493 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 14,658 $2.99M 2.07% -41 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 13,193 $2.69M 0.8% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,154 $2.69M 0.15% -4,545 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 12,966 $2.65M 0.59% +2,331 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,726 $2.6M 0.16% +830 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 12,493 $2.55M 0.5% -135 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,803 $2.41M 0.38% -614 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 11,531 $2.35M 0.89% +164 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 11,227 $2.29M 0.18% +348 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 11,070 $2.29M 0.33% -19 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,957 $2.24M 0.25% +167 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 10,891 $2.22M 1.4% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 10,359 $2.12M 0.3% +2,438 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,169 $2.08M 0.18% -434 13F-HR Timeline TLWM More: the full row for TLWM 9,934 $2.03M 0.32% -72 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 9,899 $2.02M 0.67% +1,833 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,766 $1.99M 0.54% +2,832 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,760 $1.99M 1.12% -222 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 8,945 $1.83M 0.3% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,875 $1.81M 0.42% +2 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,873 $1.81M 0.72% -237 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 8,792 $1.8M 1.08% -66 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,616 $1.76M 0.34% +232 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,248 $1.7M 0.34% -142 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,148 $1.66M 0.21% +703 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 7,922 $1.62M 0.57% -45 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 7,734 $1.58M 1.36% -215 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,626 $1.56M 0.45% +5,962 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 7,483 $1.53M 0.79% +3 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,474 $1.53M 0.08% +2,500 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,169 $1.52M 0.07% +525 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,388 $1.51M 0.33% -98 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,345 $1.5M 0.83% 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,225 $1.48M 0.05% +55 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,010 $1.43M 0.26% -1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,889 $1.41M 0.1% -110 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,690 $1.37M 0.24% +98 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,558 $1.34M 0.32% +33 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,417 $1.31M 0.1% +217 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,368 $1.3M 1% -127 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,340 $1.29M 0.09% +1,655 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,287 $1.28M 0.56% +588 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,194 $1.26M 0.36% -303 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,168 $1.26M 0.64% -36 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,138 $1.25M 0.32% +176 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,127 $1.25M 0.75% +27 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,051 $1.24M 0.26% +90 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,981 $1.22M 0.21% +4,501 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,955 $1.22M 0.18% -61 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,828 $1.19M 0.96% +498 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,801 $1.18M 0.13% +22 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,800 $1.18M 0.85% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,392 $1.12M 0.46% -379 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,384 $1.1M 0.38% -970 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,237 $1.08M 0.54% -986 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,232 $1.07M 0.11% +155 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,183 $1.06M 0.63% -566 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,097 $1.04M 0.12% -368 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,965 $1.01M 0.22% -202 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,951 $1.01M 0.22% -126 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,872 $995K 0.66% +115 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,666 $964K 0.44% -7 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,718 $963K 0.37% -2 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,717 $963K 0.19% +129 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,610 $941K 0.5% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,609 $941K 0.06% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,606 $941K 0.39% +1 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,483 $915K 0.6% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,279 $874K 0.16% +330 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,267 $871K 0.18% -488 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,234 $865K 0.62% -283 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 4,214 $860K 0.6% +9 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,085 $834K 0.21% +64 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,014 $831K 0.25% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,064 $830K 0.41% -1,033 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,022 $821K 0.24% -111 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,006 $818K 0.8% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $817K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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