CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 258,362 $123M 2.05% -12,365 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 98,927 $47M 0.71% -5 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 58,459 $27.7M 1.84% +336 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 37,856 $18M 0.12% +1,906 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 32,443 $15.4M 1.41% -2,865 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 29,073 $14.1M 1.62% +845 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 28,905 $13.7M 3.36% +2,060 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 22,314 $10.6M 0.41% -259 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 17,500 $8.31M 1.57% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 15,956 $7.57M 0.21% -358 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,276 $7.25M 0.05% +3,447 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 13,674 $6.49M 1.42% -497 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 13,185 $6.25M 1.1% -23 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,162 $6.25M 0.46% +331 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,167 $5.78M 0.39% -2,720 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 12,024 $5.71M 1.13% +470 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,646 $5.53M 0.14% -67 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 11,598 $5.51M 0.08% -196 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,097 $5.27M 0.29% +75 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 10,666 $5.06M 2.07% -142 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,458 $4.49M 0.15% -435 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,161 $4.35M 0.27% +261 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 9,023 $4.28M 1.56% +1,349 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 8,831 $4.19M 1.48% +14 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 8,499 $4.03M 0.29% +255 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,071 $3.83M 0.84% +288 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,722 $3.24M 0.08% +1,997 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,710 $2.71M 1.02% +49 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,429 $2.58M 0.07% -144 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,289 $2.51M 0.42% -39 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,048 $2.4M 0.29% -6 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,777 $2.27M 0.24% -508 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 4,304 $2.04M 0.17% +615 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 3,908 $1.85M 0.66% -2 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,780 $1.79M 0.62% +333 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,696 $1.75M 0.42% -41 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,533 $1.68M 0.15% -30 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,477 $1.65M 0.03% +280 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,441 $1.63M 0.05% -3 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,083 $1.46M 0.43% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,037 $1.44M 0.13% -32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,696 $1.28M 0.02% -20 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,661 $1.26M 0.71% +229 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,442 $1.16M 0.03% +239 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,357 $1.12M 0.07% -137 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,340 $1.1M 0.46% +28 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,218 $1.05M 0.44% -69 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,002 $950K 0.41% +141 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,803 $856K 0.17% -58 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,757 $850K 0.01% +282 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,740 $826K 0.33% -47 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,415 $672K 0.07% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,384 $657K 0.04% +649 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,380 $655K 0.19% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,344 $638K 0.05% -207 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,180 $560K 0.07% +455 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,148 $545K 0.04% +2 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,144 $543K 0.28% -50 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,085 $515K 0.36% +77 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,084 $515K 0.3% +110 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,063 $505K 0.09% +71 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,000 $475K 0.2% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 998 $474K 0.25% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 981 $466K 0.01% -74 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 973 $462K 0.05% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 904 $429K 0.03% -304 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 875 $415K 0.01% -15 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 792 $376K 0.22% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 761 $361K 0.11% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 695 $330K 0.07% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 639 $303K 0.05% -118 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 634 $301K 0.08% -60 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 598 $284K 0.07% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 563 $267K 0.11% +9 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 538 $255K 0.05% +135 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 517 $245K 0.17% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 512 $243K 0.05% -1 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 491 $233K 0.14% -25 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 475 $225K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 467 $222K 0.02% +22 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 467 $222K 0.1% 0 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 457 $217K 0.02% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 449 $213K 0.02% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 435 $206K 0.03% +5 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 308 $146K 0.01% -15 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 263 $125K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 242 $115K 0.01% -1,804 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 228 $108K 0.08% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 192 $91.1K 0.01% +3 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 190 $90.2K 0.03% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 175 $83.1K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 151 $71.7K 0.02% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 150 $71.2K 0.02% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 135 $64.3K 0.04% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 100 $47.5K 0.03% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 84 $39.9K 0.02% +8 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 80 $38K <0.01% +25 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 80 $38K 0.01% -8 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 64 $31K 0.01% 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 64 $30.4K 0.02% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 62 $29.4K <0.01% -7 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 41 $19.5K 0.01% -2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 26 $12.2K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 22 $10.4K <0.01% +21 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $8.54K 0.01% +5 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 5 $2.37K <0.01% 0 13F-HR Timeline