CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 624,895 $98.5M 1.65% -38,348 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 494,484 $77.9M 1.04% +62,730 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 57,252 $9.02M 0.68% +464 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 42,976 $6.77M 5.19% -578 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 42,610 $6.72M 0.05% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 30,547 $4.81M 0.96% +293 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 20,000 $3.15M 0.6% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 13,565 $2.14M 0.3% -131 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,960 $1.73M 0.05% +1,884 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 10,633 $1.68M 0.12% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,403 $1.48M 0.01% -259 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9,267 $1.46M 0.15% -3,245 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,860 $1.42M 0.27% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,510 $1.34M 0.04% -44 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,382 $1.32M 0.04% -974 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 6,000 $946K 0.45% -400 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,231 $824K 0.02% -1,222 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,871 $768K 0.02% +101 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,385 $691K 0.07% -320 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,069 $641K 0.05% -5 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,000 $630K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,845 $606K 0.01% -401 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,534 $557K 0.02% +355 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,825 $445K 0.08% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,593 $409K 0.01% -617 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,547 $408K 0.01% +16 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,525 $400K 0.07% +17 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,490 $392K 0.24% -19 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,437 $384K 0.04% +13 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,249 $354K 0.01% -4,129 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,967 $310K 0.03% -212 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,731 $273K 0.02% 0 13F-HR Timeline Group LAWOOD & CO More: the full row for LAWOOD & CO 1,514 $239K 0.17% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,476 $236K 0.14% +11 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,464 $231K 0.11% -11 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 794 $125K 0.07% -2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 785 $124K 0.01% -356 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 702 $111K <0.01% +68 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 526 $82.9K 0.01% +227 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 255 $40.2K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 138 $21.8K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 117 $18.5K 0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 74 $11.7K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 71 $11.2K 0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $7.88K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 47 $7.41K <0.01% -177 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 37 $5.84K <0.01% +25 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $1.26K <0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $788 <0.01% +2 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $473 <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1 $202 <0.01% new 13F-HR Timeline