Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 553,861 $115M 2.52% -3,412 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 537,474 $111M 1.87% -19,934 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 511,457 $106M 34.48% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 293,044 $60.8M 1.41% -3,634 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 250,553 $51.9M 1.66% -11,507 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 172,580 $35.8M 0.27% +2,100 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 167,042 $34.6M 0.18% +718 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 154,432 $33M 0.05% -4,713 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 119,088 $24.7M 0.72% -34,566 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 107,132 $22.2M 1.26% +2,461 13F-HR Timeline Group DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 104,152 $21.6M 3.43% +37,872 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 66,160 $13.7M 3.41% -126 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 57,509 $11.9M 0.23% +7,324 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 51,826 $10.7M 0.81% -899 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 41,260 $8.55M 0.38% -2,725 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 39,738 $8.24M 1.76% +730 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 37,138 $7.7M 0.68% new 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 37,100 $7.69M 2.99% +559 13F-HR Timeline CX Institutional More: the full row for CX Institutional 36,137 $7.49M 0.2% +5,628 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 24,806 $5.14M 0.6% -1,031 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 22,182 $4.6M 2.62% -514 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,557 $4.05M 0.14% +2,670 13F-HR Timeline REINHART PARTNERS, LLC. More: the full row for REINHART PARTNERS, LLC. 19,073 $3.95M 0.1% +7,326 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 18,333 $3.8M 1.44% -28 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 17,350 $3.6M 0.08% +490 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 17,143 $3.55M 2% -88 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 16,778 $3.48M 0.03% -2,833 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 15,331 $3.18M 0.92% +259 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,173 $3.15M 0.02% +1,839 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 15,145 $3.14M 0.45% -419 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,937 $3.05M 0.07% +644 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 14,098 $2.92M 0.11% -82 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,524 $2.39M 0.25% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,326 $2.35M 0.13% +137 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,781 $2.03M 0.05% -1,700 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 9,668 $2M 0.35% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,810 $1.94M 0.05% +230 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,416 $1.74M 0.03% +55 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 7,468 $1.65M 0.19% -36 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,850 $1.63M 0.02% -1,712 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 7,800 $1.62M 0.27% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,273 $1.51M 0.07% -2,490 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,013 $1.45M 0.14% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,896 $1.43M 0.25% -4,875 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,855 $1.42M 0.52% +57 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,084 $1.26M 0.05% -176 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,069 $1.26M 0.02% +108 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,491 $1.14M 0.25% +883 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,191 $1.08M 0.04% +408 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,798 $995K 0.06% +92 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,680 $970K 0.28% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,657 $965K 0.03% -223 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,647 $963K 0.08% +83 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,530 $939K 0.01% -927 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,199 $870K 0.08% -411 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,184 $867K 0.02% +146 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,030 $835K 0.01% -9,086 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 3,885 $806K 0.35% +69 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,506 $767K 0.02% +491 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,582 $743K 0.33% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,258 $675K 0.17% -395 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,225 $669K 0.01% -388 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,138 $651K 0.04% +24 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,122 $647K 0.13% +67 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,951 $612K 0.01% -321 13F-HR Timeline Group Prota Financial, LLC More: the full row for Prota Financial, LLC 2,823 $596K 0.38% -21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,611 $541K 0.05% +173 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,591 $537K 0.26% +127 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,540 $527K 0.01% +162 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,489 $516K 0.22% -71 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,400 $498K 0.23% -100 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,124 $440K 0.07% -479 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,890 $392K 0.01% -512 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 1,880 $390K 0.21% +6 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,755 $376K <0.01% +173 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,787 $370K 0.1% -5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,766 $366K 0.01% -239 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,760 $365K 0.14% -111 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,759 $365K 0.05% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,757 $364K 0.01% -696 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,734 $359K 0.04% +7 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,699 $352K 0.13% +1 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,618 $335K 0.01% +51 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,466 $304K 0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,448 $300K 0.06% +219 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,433 $297K 0.1% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,425 $295K 0.08% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,415 $293K 0.02% -43 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,378 $286K 0.04% -295 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,172 $248K 0.05% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,197 $248K 0.01% -44 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,138 $236K 0.01% +218 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,071 $233K 0.01% -134 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,086 $225K 0.01% -177 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 1,027 $213K 0.02% -29 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,004 $208K 0.02% -166 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 865 $179K 0.02% -327 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 511 $106K 0.01% +9 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 425 $88K 0.06% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 362 $75K 0.03% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 345 $71.5K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 336 $69.7K 0.02% +68 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 336 $69.7K <0.01% +58 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 228 $47.3K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 173 $35.9K 0.01% +41 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 159 $33K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 141 $29.2K <0.01% -22 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 139 $28.8K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 114 $23.6K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 95 $20K 0.01% -30 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 96 $19.9K <0.01% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 85 $18.2K 0.01% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 80 $16.6K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 77 $16.2K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 75 $15.5K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 60 $12.7K 0.01% -25 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 61 $12.6K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 59 $12.2K <0.01% -17 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 44 $9.19K <0.01% +24 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 34 $7.05K <0.01% -1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 31 $6.43K <0.01% -39 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 31 $6.43K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 30 $6.22K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 21 $4.35K <0.01% +12 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 15 $3.11K <0.01% -51 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10 $2.07K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6 $1.24K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6 $1.24K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $208 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $207 <0.01% 0 13F-HR Timeline