PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 66,048 $21.9M 2.62% -980 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 58,398 $19.4M 0.32% -7,592 13F-HR Timeline CX Institutional More: the full row for CX Institutional 34,873 $11.6M 0.31% +20,341 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 33,311 $11.1M 1.01% -2,307 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 29,323 $9.73M 0.97% -10 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 28,496 $9.31M 0.12% +577 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 24,005 $7.97M 0.56% -503 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,322 $7.74M 0.22% +2,275 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,718 $7.21M 0.05% +603 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 21,008 $6.97M 2.5% -132 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 20,570 $6.83M 0.83% -334 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 18,018 $5.98M 2.25% -237 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,839 $5.92M 0.44% +418 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 14,678 $4.87M 0.28% +106 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,739 $3.56M 0.1% -286 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 10,367 $3.44M 0.36% -170 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,059 $3.34M 0.13% -68 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,471 $3.14M 0.11% +885 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,120 $3.03M 0.08% -390 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 8,474 $2.81M 0.48% -107 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,865 $2.61M 0.23% -384 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,533 $2.5M 0.07% -408 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 6,932 $2.3M 0.46% +50 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,574 $2.18M 0.65% -179 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,560 $2.18M 0.05% +137 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 6,625 $2.16M 1.44% +290 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 6,011 $1.99M 1.27% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 5,675 $1.88M 0.73% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,436 $1.8M 0.26% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,106 $1.69M 1.32% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,717 $1.57M 1.53% -18 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,615 $1.53M 0.92% -14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,614 $1.53M 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TLWM More: the full row for TLWM 4,520 $1.5M 0.24% -24 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,161 $1.38M 0.02% -248 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,157 $1.38M 0.11% -305 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,944 $1.31M 0.87% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,644 $1.2M 0.03% +136 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,501 $1.16M 0.69% -105 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,470 $1.15M 0.34% -15 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,264 $1.08M 0.25% +1 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,211 $1.07M 0.25% +149 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,095 $1.03M 0.64% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,928 $972K 0.08% +31 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,813 $933K 0.49% +167 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,783 $923K 0.04% -143 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,665 $884K 0.15% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,643 $880K 0.36% +61 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,641 $876K 0.53% -34 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,564 $851K 0.01% -112 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,526 $838K 0.23% -28 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,447 $812K 0.01% +2,168 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,285 $758K 0.02% +64 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,165 $718K 0.16% -5 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,039 $677K 0.08% -4,741 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,965 $652K 0.04% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,887 $626K 0.12% -89 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,825 $606K 0.25% -104 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,816 $603K 0.05% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,804 $599K 0.04% +971 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,774 $589K 0.27% -108 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,705 $566K 0.07% +726 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,452 $482K 0.03% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,448 $480K 0.07% -5 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,445 $479K 0.18% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,417 $470K 0.05% +11 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,365 $453K 0.1% -6 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,301 $432K 0.33% -1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,285 $426K 0.09% -88 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,271 $422K 0.23% +5 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,205 $400K 0.1% +5 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,158 $384K 0.08% +3 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,123 $372K 0.07% -59 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,114 $370K 0.11% +121 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 1,088 $362K 0.28% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,051 $349K 0.02% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,004 $333K 0.07% +4 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 989 $328K 0.1% +266 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 935 $310K 0.02% +39 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 905 $300K 0.02% -15 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 888 $295K 0.16% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 832 $276K 0.02% +143 13F-HR Timeline Trust Co More: the full row for Trust Co 759 $252K 0.02% -1,553 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 730 $242K 0.03% 0 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 704 $234K 0.02% 0 13F-HR Timeline Group Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 699 $232K 0.12% +57 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 691 $229K 0.09% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 678 $225K 0.13% +80 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 638 $212K 0.04% -21 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 530 $176K 0.02% -923 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 488 $162K 0.09% -120 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 391 $130K 0.02% +46 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 262 $86.9K 0.02% -32 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 252 $83.6K 0.02% +106 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 223 $74K 0.04% +4 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 150 $49.8K 0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 100 $33.2K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 85 $28.2K <0.01% -48 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 84 $27.9K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 81 $27K 0.01% +2 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 60 $19.9K 0.01% +5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 54 $17.9K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 51 $17.1K 0.01% -25 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 42 $13.9K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 32 $10.6K 0.01% +16 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 31 $10.3K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 24 $7.96K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 21 $6.97K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 20 $6.65K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $5.97K <0.01% +3 13F-HR Timeline