Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 423,219 $78M 38.1% -3,151 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 234,337 $43.2M 0.58% +12,470 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 181,855 $33.5M 0.56% -11,019 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 164,793 $30.4M 0.23% +1,600 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 126,373 $23.3M 0.35% -1,699 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 96,314 $17.7M 0.25% -42,814 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 74,589 $13.7M 0.71% +4,204 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 62,458 $11.5M 1.71% +647 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 41,508 $7.65M 1.87% +5,782 13F-HR Timeline CX Institutional More: the full row for CX Institutional 40,328 $7.43M 0.2% +4,005 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 34,855 $6.42M 0.46% +153 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 33,913 $6.25M 0.62% -7,788 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 32,120 $5.92M 2.3% +665 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,209 $5.38M 0.04% +7,364 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 25,854 $4.76M 0.12% -2,824 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 23,677 $4.36M 0.32% -1,854 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 22,613 $4.17M 0.23% -874 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 19,434 $3.58M 1.9% -866 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 15,702 $2.89M 0.57% -960 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 13,756 $2.54M 0.92% -6,661 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 13,009 $2.4M 1.11% +656 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,520 $2.31M 0.2% -154 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,277 $2.26M 0.08% -105 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,664 $2.15M 0.48% -273 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 11,613 $2.14M 0.36% -765 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,691 $1.97M 0.21% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,437 $1.92M 0.06% +285 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 10,120 $1.87M 0.37% -1,067 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,213 $1.7M 0.11% 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 9,127 $1.68M 0.14% +2,568 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,999 $1.66M 0.15% -669 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,794 $1.62M 0.6% +1,449 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,618 $1.59M 0.15% -325 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,071 $1.49M 0.09% -486 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,767 $1.43M 0.11% -196 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,212 $1.33M 0.04% -383 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,151 $1.32M 0.38% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,925 $1.31M 0.03% -732 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,905 $1.27M 0.37% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,890 $1.27M 0.04% -141 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 6,863 $1.26M 1.23% -120 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,850 $1.26M 0.19% -248 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,069 $1.12M 0.01% +214 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,975 $1.1M 0.85% -384 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,898 $1.09M 0.02% -1,899 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,807 $1.07M 0.09% +1,048 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,593 $1.02M 0.42% +99 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,433 $1M 0.03% -65 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,420 $999K 0.6% -128 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,251 $968K 0.38% -404 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,148 $949K 0.07% -291 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,954 $913K 0.1% -1,375 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,866 $897K 0.2% -177 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,719 $870K 0.03% -2,222 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,140 $763K 0.32% -153 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,134 $762K 0.4% +425 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,993 $736K 0.45% -83 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,982 $734K 0.07% -44 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,806 $701K 0.03% -986 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,484 $642K 0.23% +80 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,475 $640K 0.05% -48 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 3,345 $616K 0.13% -9,380 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,331 $605K 0.01% +598 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,261 $601K 0.13% -25 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,170 $584K 0.04% -960 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,162 $583K 0.22% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,161 $571K 0.33% +59 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,931 $540K 0.04% -235 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,834 $522K 0.14% -67 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,742 $505K 0.06% -949 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,659 $490K 0.03% +74 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,476 $456K 0.33% +634 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,470 $455K 0.06% -4 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,459 $453K 0.09% +295 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,279 $420K 0.1% -390 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,275 $419K 0.26% -45 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,254 $415K 0.03% +178 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,232 $411K 0.08% -220 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,097 $386K 0.13% +1,472 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,037 $375K 0.03% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,023 $373K 0.1% -89 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,020 $372K 0.08% +23 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,002 $369K 0.03% +2 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,868 $344K 0.21% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,768 $326K 0.18% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,714 $316K 0.07% +156 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,682 $310K 0.02% +197 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,664 $307K 0.08% -277 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,655 $305K 0.17% +85 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,599 $295K 0.09% -2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,591 $293K 0.02% -41 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,631 $293K 0.06% -5 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,569 $289K 0.06% -93 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,558 $287K 0.2% +291 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,550 $286K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,533 $283K 0.05% -151 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,470 $278K 0.01% -21 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,405 $259K 0.06% -2,324 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,380 $254K 0.18% +103 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 1,359 $253K 0.11% 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 1,273 $235K 0.12% -99 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,233 $227K 0.12% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,215 $224K 0.01% -312 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,210 $223K <0.01% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,120 $206K 0.01% -26 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,120 $206K 0.05% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,115 $206K 0.05% -88 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,109 $204K 0.04% -5 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,037 $188K 0.13% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 919 $169K 0.01% +95 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 816 $149K 0.08% -220 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 578 $107K 0.08% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 431 $79.4K 0.02% +141 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 407 $75K 0.05% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 390 $71.9K <0.01% 0 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 217 $40K 0.03% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 167 $30.8K 0.01% -57 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 137 $25K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 67 $12.3K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 58 $10.7K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 24 $4.42K <0.01% -11 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 13 $2.4K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $1.66K <0.01% new 13F-HR Timeline