CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 3,263,650 $98.4M 1.65% -105,167 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 789,655 $23.8M 0.36% +4,001 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 761,066 $22.9M 0.82% +4,913 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 717,507 $21.6M 0.26% +4,668 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 553,185 $16.7M 0.24% +55,097 13F-HR Timeline Group Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 439,412 $13.2M 0.79% +18,575 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 401,351 $12.1M 0.16% -4,476 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 349,704 $10.5M 1.23% +9,439 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 200,723 $6.05M 2.18% +4,182 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 169,865 $5.12M 0.29% +2,222 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 168,127 $5.07M 1.01% +1,441 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 160,765 $4.91M 1.48% +4,049 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 159,083 $4.8M 0.13% +4,057 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 136,684 $4.12M 0.42% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 115,799 $3.49M 0.02% -4,487 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 110,148 $3.32M 0.73% +1,164 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 63,812 $1.92M 0.05% -3,796 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 62,003 $1.87M 0.06% +1,965 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 45,472 $1.37M 0.82% -1,863 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 43,741 $1.32M 0.19% -5,739 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 43,182 $1.3M 0.29% +1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,814 $1.28M 0.03% -507 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 38,909 $1.17M 0.85% +1,199 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 31,703 $956K 0.21% -355 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 29,900 $901K 0.78% -500 13F-HR Timeline CX Institutional More: the full row for CX Institutional 26,760 $807K 0.02% +2,749 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 26,441 $797K 0.43% +16 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 26,266 $792K 0.77% +1,802 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 26,231 $791K 0.15% -3,272 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,556 $771K 0.02% -118 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 21,357 $644K 0.04% -1,103 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 21,182 $639K 0.13% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 20,949 $632K 0.42% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 19,273 $581K 0.41% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17,803 $574K 0.03% -1,690 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 18,569 $560K 0.34% -763 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 18,030 $544K 0.33% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 16,491 $497K 0.34% -1,000 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,191 $488K 0.05% -1,749 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 16,105 $486K 0.03% -951 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 15,916 $480K 0.18% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 15,818 $477K 0.03% -941 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,979 $452K 0.04% -2,228 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 14,767 $445K 0.03% -3,265 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 14,521 $438K 0.04% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,506 $437K 0.01% -143 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,093 $395K 0.1% +10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11,755 $354K 0.06% -198 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,551 $348K 0.04% -340 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,309 $311K 0.06% -1,131 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 10,220 $308K 0.24% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 10,112 $305K <0.01% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,137 $275K 0.05% +23 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,500 $256K 0.14% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 8,379 $253K 0.02% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,871 $237K 0.1% -396 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,787 $235K 0.16% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,657 $231K 0.01% -1,094 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 7,466 $228K 0.15% +8 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,855 $218K <0.01% +505 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,054 $213K 0.05% -255 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,651 $201K 0.05% +18 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,199 $127K 0.01% +38 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,199 $96.5K 0.01% +39 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,743 $82.7K 0.01% +610 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,607 $78.6K 0.06% +10 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,346 $70.7K 0.02% +67 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,976 $59.6K 0.01% -53 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,405 $42.4K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,075 $34.2K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,096 $33K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 879 $26.5K 0.01% +69 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 786 $23.7K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 729 $22K <0.01% -1,329 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 290 $8.74K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 260 $7.84K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 232 $7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 219 $6.69K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 202 $6.09K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 65 $1.96K <0.01% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 47 $1.44K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 34 $1.03K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $30 <0.01% 0 13F-HR Timeline