CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 222,870 $47M 0.79% -17,702 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110,675 $23.3M 0.28% -186,557 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 89,916 $19M 0.25% +19,484 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 84,906 $17.9M 1.02% +25,302 13F-HR Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 38,658 $8.15M 0.62% +1,239 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,060 $6.34M 0.04% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 29,569 $6.24M 0.93% +1,438 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 27,724 $5.85M 0.63% -1,138 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 27,167 $5.73M 0.25% +14,410 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 26,013 $5.49M 0.66% +11,644 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 25,129 $5.3M 0.37% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24,897 $5.25M 0.14% -17,443 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 19,189 $4.05M 0.29% +20 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 16,852 $3.56M 0.24% -14 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 16,250 $3.43M 1.25% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15,104 $3.19M 0.32% +848 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 14,057 $2.97M 0.59% +679 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 13,554 $2.86M 0.32% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 11,692 $2.47M 0.49% -456 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 11,578 $2.44M 0.09% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 10,073 $2.12M 0.55% +1,091 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,043 $1.91M 0.05% +173 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,022 $1.9M 0.4% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,901 $1.88M 0.03% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,752 $1.85M 0.16% new 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 8,683 $1.83M 0.71% +1,997 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 8,118 $1.71M 0.15% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 7,318 $1.54M 0.1% -26 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,199 $1.52M 0.04% -719 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 6,287 $1.33M 0.11% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,788 $1.22M 0.04% +169 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,225 $1.1M 0.02% -2,475 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,140 $1.08M 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wedmont Private Capital More: the full row for Wedmont Private Capital 5,162 $1.07M 0.03% +1,487 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,848 $1.02M 0.54% new 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 4,801 $1.01M 0.57% -8 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,666 $984K 0.11% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,276 $902K 0.09% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,561 $751K 0.17% +75 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,397 $717K 0.1% -109 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,270 $690K 0.27% -195 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,125 $669K 0.31% -6 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,119 $658K 0.25% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,012 $635K 0.14% -15,004 13F-HR Timeline TLWM More: the full row for TLWM 2,999 $633K 0.1% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,955 $623K 0.24% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,800 $591K 0.06% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,748 $580K 0.07% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,739 $578K 0.14% -1,661 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,714 $565K 0.01% +141 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,448 $516K 0.06% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,403 $507K 0.04% -49 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,233 $471K 0.04% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,034 $429K 0.03% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,024 $427K 0.03% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,023 $427K 0.01% -1 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,002 $422K 0.07% +672 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,000 $422K 0.08% +11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,971 $416K 0.03% -6 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,940 $409K 0.03% -38 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,927 $406K 0.28% -64 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,911 $403K 0.39% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,862 $393K 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,853 $391K 0.01% +186 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 1,800 $380K 0.23% -81 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,750 $369K 0.26% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,720 $363K 0.07% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 1,716 $362K 0.25% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,704 $359K 0.31% -112 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,581 $333K 0.1% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,580 $333K 0.07% +28 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,550 $327K 0.09% +15 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,475 $311K 0.02% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,461 $308K 0.17% +1,361 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,411 $298K 0.07% -9 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,411 $298K 0.04% +403 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,373 $290K 0.02% -1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,309 $276K 0.02% +59 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,155 $244K 0.16% -38 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,050 $221K 0.04% -9 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,047 $221K 0.06% -11 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 1,042 $220K 0.08% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,025 $216K 0.05% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,005 $214K 0.04% -3,253 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 965 $204K 0.05% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 920 $197K 0.08% +19 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 920 $194K 0.01% +153 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 910 $192K 0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 747 $158K 0.05% new 13F-HR Timeline Trust Co More: the full row for Trust Co 718 $151K 0.01% -28 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 661 $139K 0.02% -94 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 628 $132K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 616 $130K 0.1% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 598 $126K 0.02% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 534 $113K 0.32% -53 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 442 $92K 0.06% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 413 $87.1K 0.02% -480 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 306 $64.5K 0.04% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 285 $60.1K 0.03% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 232 $48.9K 0.02% +40 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 213 $44.9K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 137 $28.9K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 114 $24K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 108 $22.8K 0.01% +19 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 95 $20K <0.01% -21 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 82 $17.3K 0.01% -77 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 26 $5.48K <0.01% -26 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 9 $1.9K <0.01% -157 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $1.69K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7 $1.48K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $1.48K <0.01% -46 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $844 <0.01% -4 13F-HR Timeline