CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 246,632 $126M 2.1% -11,945 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 67,821 $34.5M 1.77% -174 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 34,821 $17.7M 1.62% -2,518 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 33,036 $16.8M 0.2% -523 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,810 $12.1M 0.09% +5,402 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 21,586 $11M 0.29% +338 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 19,137 $9.75M 0.85% -354 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 19,086 $9.72M 0.25% +1,535 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 18,996 $9.67M 0.31% -381 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,415 $9.38M 0.25% +15,480 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 16,233 $8.27M 2.02% -1,161 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 15,240 $7.76M 3% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,838 $7.05M 0.15% +760 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 13,398 $6.82M 1.5% +65 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,404 $6.32M 1.25% -1 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,123 $6.17M 0.09% -41 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,777 $6M 0.52% +58 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,398 $5.8M 0.6% +157 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 10,791 $5.5M 2.91% -485 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8,467 $4.31M 0.25% +146 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,357 $4.26M 0.84% -138 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,372 $3.75M 0.13% +575 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,850 $3.49M 0.09% -141 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,642 $3.38M 0.09% -74 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,125 $3.06M 0.04% +469 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 4,774 $2.43M 0.92% -125 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,455 $2.27M 0.09% -221 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,451 $2.27M 0.86% -94 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 4,252 $2.17M 1.2% +27 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,903 $1.99M 0.21% -1,894 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,669 $1.87M 0.05% -158 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,246 $1.65M 0.45% -81 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,205 $1.63M 1.25% +6 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,924 $1.49M 0.04% +165 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,868 $1.46M 0.25% +45 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,801 $1.43M 0.77% +3 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,600 $1.32M 0.27% +323 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,524 $1.29M 0.77% -36 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,360 $1.2M 0.13% -200 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,311 $1.18M 0.07% +61 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,279 $1.16M 0.08% -182 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,231 $1.14M 0.33% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,221 $1.13M 0.61% +14 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,207 $1.12M 0.62% 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,137 $1.09M 0.56% +2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,116 $1.08M 0.19% -79 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,108 $1.07M 0.09% -4 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,098 $1.07M 0.19% +1,470 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,092 $1.07M 0.12% +124 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,980 $1.01M 0.01% -191 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,866 $950K 0.19% +98 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,839 $937K 0.09% -362 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Veracity Capital LLC More: the full row for Veracity Capital LLC 1,680 $856K 0.23% -29 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 1,657 $844K 0.21% -75 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,637 $834K 0.53% +7 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,618 $820K 0.16% -54 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,561 $795K 0.15% -997 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,473 $750K 0.12% -26 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,473 $750K 0.21% +6 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,470 $749K 0.16% -27 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,460 $744K 0.18% +86 13F-HR Timeline Trust Co More: the full row for Trust Co 1,398 $712K 0.06% -193 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,393 $709K 0.07% +19 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,382 $704K 0.21% -30 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,369 $692K 0.29% +26 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,357 $691K 0.03% -110 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,349 $687K 0.29% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,345 $685K 0.14% +378 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,304 $664K 0.04% +235 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,223 $623K 0.29% -28 13F-HR/A Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,191 $602K 0.38% -13 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,151 $586K 0.12% +5 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,138 $580K 0.03% -92 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,129 $575K 0.17% -21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,104 $560K 0.02% -127 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,074 $547K 0.06% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 1,070 $545K 0.38% +10 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,056 $538K 0.39% +227 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,019 $519K 0.07% -944 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 994 $506K 0.19% -88 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 988 $503K 0.06% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 978 $498K 0.12% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 905 $461K 0.17% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 900 $458K 0.16% +5 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 890 $453K 0.06% -111 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 840 $428K 0.06% -10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 823 $419K 0.08% +45 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 818 $417K 0.03% -5 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 816 $416K 0.22% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 815 $415K 0.03% +104 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 780 $397K 0.09% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 795 $397K 0.26% +15 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 779 $397K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 776 $395K 0.04% +11 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 771 $393K 0.26% +311 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 765 $390K 0.05% +23 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 750 $382K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 733 $373K 0.03% +240 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 700 $356K 0.35% 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 686 $349K 0.03% -40 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 679 $346K 0.12% -6 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 662 $337K 0.02% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 650 $331K 0.07% -3 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 636 $321K 0.25% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 623 $317K 0.91% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 620 $316K 0.2% +70 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 614 $311K 0.04% +2 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 588 $297K 0.12% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 579 $295K 0.05% -42 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 563 $287K 0.02% -27 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 559 $285K 0.22% +22 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 550 $280K 0.02% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 546 $278K 0.17% +116 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 528 $269K 0.25% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 462 $235K 0.05% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 461 $235K 0.15% +26 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 451 $230K 0.08% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 450 $229K 0.1% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 448 $224K 0.03% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 438 $223K 0.16% +6 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 433 $221K 0.13% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 420 $214K 0.01% +110 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 415 $211K 0.04% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 407 $207K 0.15% -21 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 402 $205K 0.04% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 400 $204K 0.03% -26 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 397 $202K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 299 $152K <0.01% +210 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 289 $147K 0.01% -5 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 252 $127K 0.07% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 218 $111K 0.03% +25 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 207 $105K 0.07% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 170 $86.6K 0.04% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 116 $60K 0.03% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 98 $50.3K 0.03% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 92 $46.9K 0.03% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 89 $45.3K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 49 $25K <0.01% -608 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 31 $15.6K 0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 23 $11.7K <0.01% -3 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 20 $10.1K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 18 $9.17K 0.01% +1 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 9 $4.58K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $2.04K <0.01% 0 13F-HR Timeline