Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 3,761,718 $107M 0.94% -3,850,879 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 1,689,911 $48.2M 0.36% +32,500 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,035,192 $29.5M 1.68% +21,005 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 819,569 $22.8M 1.02% +13,837 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 684,746 $19.5M 0.86% +197,811 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 545,850 $15.6M 0.11% +150,553 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 437,758 $12.5M 0.48% +7,562 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 418,180 $11.9M 1.45% +1,294 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 345,049 $9.84M 1% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 285,009 $8.13M 0.26% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 257,556 $7.35M 0.2% +15,475 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 248,744 $7.09M 0.51% +7,151 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 239,885 $6.84M 1.69% -2,208 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 192,106 $5.48M 1.96% +3,555 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 182,735 $5.21M 0.35% -4,715 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 178,308 $5.09M 1.65% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 172,660 $4.92M 0.1% +3,282 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 171,242 $4.88M 0.42% +10,848 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 170,089 $4.85M 0.35% +5,191 13F-HR Timeline DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 165,000 $4.71M 0.75% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 160,246 $4.57M 0.12% -1,246 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 143,311 $4.09M 2.19% +2,069 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 128,329 $3.66M 0.1% +12,504 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 110,318 $3.15M 0.94% +7,940 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 107,263 $3.06M 0.1% +21,561 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 99,498 $2.77M 0.07% +57,713 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 92,600 $2.64M 1.02% +400 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 90,587 $2.58M 0.54% -534 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 87,085 $2.48M 0.51% +6,517 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 86,627 $2.47M 0.2% +3,061 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 85,307 $2.43M 0.41% -2,194 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 82,433 $2.35M 0.62% +1,557 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 79,052 $2.25M 0.06% -372 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 78,614 $2.24M 0.03% -9,676 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 77,134 $2.2M 0.06% -8,771 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 75,914 $2.17M 0.19% -6,890 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 75,030 $2.14M 0.17% +3,202 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 64,658 $1.84M 0.12% 0 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 59,850 $1.72M 0.09% -10,000 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 59,489 $1.7M 0.38% +1,190 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 58,168 $1.66M 0.18% -282 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 56,927 $1.59M 0.02% +10,327 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 52,094 $1.49M 0.18% -14,817 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 48,269 $1.38M 0.26% -336 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 46,534 $1.33M 0.09% -9,284 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 45,887 $1.31M 0.15% +52 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 45,565 $1.3M 0.15% -118 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 42,478 $1.21M 0.67% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 42,368 $1.21M 0.32% -14,027 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 41,878 $1.19M 0.67% +136 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 41,406 $1.18M 0.47% -1,630 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 40,631 $1.16M 0.73% -300 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 39,718 $1.13M 0.59% +2,121 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 39,612 $1.13M 0.07% -4,749 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 38,216 $1.09M 0.19% -746 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 35,470 $1.01M 0.82% -112 13F-HR Timeline CX Institutional More: the full row for CX Institutional 32,843 $937K 0.03% +5,018 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 32,293 $921K 0.63% +1,751 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 30,965 $883K 0.33% -260 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 29,974 $855K 0.01% -1,819 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 29,452 $840K 0.6% -162 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 28,873 $823K 0.3% -5,298 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 28,444 $811K 0.23% +1,983 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 28,400 $810K 0.1% +17,180 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 27,179 $775K 0.01% -399,889 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 26,736 $763K 0.12% -248 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 26,373 $742K 0.41% -475 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 25,650 $732K 0.08% -700 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 25,381 $724K 0.07% +2 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 25,362 $723K 0.32% +3,962 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 25,003 $713K 0.13% +138 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 23,898 $682K 0.22% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 23,577 $672K 0.04% -3,856 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 23,511 $671K 0.08% +19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 23,291 $664K 0.07% -10 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 23,284 $664K 0.34% -1,187 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 23,125 $660K 0.14% +200 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 23,066 $658K 0.41% +46 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 22,308 $636K 0.09% -235 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 22,123 $631K 0.62% +207 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,432 $583K 0.05% -1,838 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 19,340 $552K 0.13% +7 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 18,504 $528K 0.01% -5,666 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 17,885 $510K 0.07% +187 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 17,006 $485K 0.04% -262 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 16,735 $477K 0.15% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 16,585 $473K 0.02% -1,794 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,288 $465K 0.03% +3,454 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 16,261 $464K 0.02% +6,332 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 15,943 $455K 0.17% -1,335 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 15,646 $446K 0.05% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 15,294 $436K 0.04% -100 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 15,902 $436K 0.09% -379 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 14,293 $408K 0.28% -525 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 14,619 $402K 0.08% +26 13F-HR Timeline Trust Co More: the full row for Trust Co 13,981 $399K 0.03% -5,114 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 13,900 $396K 0.24% -95 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 13,523 $386K 0.04% +4,093 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 13,294 $379K 0.11% -715 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,115 $374K 0.04% -387 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,088 $373K 0.03% -2,489 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 13,050 $372K 0.16% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,951 $369K 0.07% +3,361 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 12,390 $353K 0.08% +466 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 12,187 $348K 0.07% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,087 $345K <0.01% -1,044 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 12,084 $345K 0.11% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 12,018 $343K 0.19% +36 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,856 $338K 0.08% +2 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 11,741 $335K 0.07% -232 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,585 $330K 0.03% -3,048 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 11,386 $325K 0.19% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,471 $316K 0.15% -286 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,036 $315K 0.02% -254 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,824 $309K 0.03% -309 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,479 $299K 0.05% +612 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,442 $298K 0.02% +42 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,305 $294K 0.03% +958 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 10,042 $286K 0.2% +159 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,901 $282K 0.14% +425 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 9,536 $272K 0.05% -318 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 9,380 $268K 0.07% -879 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 8,221 $234K 0.09% -908 13F-HR Timeline Friday Financial More: the full row for Friday Financial 7,906 $222K 0.04% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,768 $222K 0.16% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 7,586 $216K 0.14% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,535 $215K 0.02% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 7,488 $214K 0.04% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,483 $213K 0.04% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 7,381 $211K 0.14% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,283 $208K 0.04% -1,476 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,275 $207K 0.01% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 7,167 $204K 0.1% -363 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,081 $202K 0.15% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,595 $160K 0.05% -2,285 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,154 $147K 0.08% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,249 $121K 0.01% +49 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,625 $103K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,958 $84.4K 0.05% +89 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,790 $79.6K 0.06% +9 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,722 $77.6K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,640 $74.2K 0.03% +10 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,541 $72.5K 0.02% +839 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,751 $49.9K 0.01% +56 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 1,481 $43K 0.02% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 861 $24.5K 0.01% +509 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 832 $23.7K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 788 $22.5K <0.01% -136 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 655 $18.3K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 609 $17.4K 0.01% +203 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 400 $11.4K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 208 $5.94K <0.01% +3 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 154 $4.33K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 140 $3.99K <0.01% +3 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 115 $3.28K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 80 $2.28K <0.01% 0 13F-HR Timeline