Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 832,495 $159M 3.93% +197,831 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 480,163 $91.6M 1.09% +3,752 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 166,865 $31.8M 0.43% +36,048 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 88,270 $16.8M 1.82% +1,925 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 81,642 $15.6M 0.11% +3,754 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 69,312 $13.2M 2.63% -216 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54,981 $10.5M 0.3% +3,013 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 53,168 $10.1M 0.34% +4,156 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 43,095 $8.64M 0.21% +6,550 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 44,042 $8.49M 0.11% +1,942 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 44,102 $8.42M 6.45% -2,398 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 34,235 $6.53M 0.14% +1,512 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 30,117 $5.75M 0.15% -193 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 27,986 $5.34M 1.51% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 26,510 $5.06M 0.13% +91 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 25,084 $4.79M 1.19% -160 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 24,842 $4.74M 0.13% -565 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 20,643 $3.94M 0.41% -1,769 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 19,178 $3.66M 0.26% +782 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 18,937 $3.61M 1.37% -164 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 18,315 $3.49M 0.25% +592 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 18,204 $3.47M 2.31% +239 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 18,154 $3.46M 1.03% -3,230 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 18,004 $3.44M 0.75% -2,828 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,796 $3.4M 0.25% +6,662 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,726 $3M 0.18% +232 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 15,067 $2.88M 1.33% +13,279 13F-HR/A Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 14,280 $2.72M 0.1% -295 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 13,443 $2.57M 1.24% -55 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 12,425 $2.37M 0.09% +1,124 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,103 $1.93M 0.05% +648 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,050 $1.92M 0.12% +654 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,971 $1.9M 0.4% +2,987 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,958 $1.9M 1.18% -55 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 9,954 $1.9M 0.72% -357 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 9,683 $1.85M 0.78% +336 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,463 $1.81M 0.19% -25 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,040 $1.73M 0.17% +189 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,574 $1.64M 0.13% -505 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,277 $1.58M 0.12% -657 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,224 $1.57M 0.67% +541 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,103 $1.55M 0.4% +11 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,967 $1.52M 0.13% +528 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 7,885 $1.5M 1.08% +313 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,701 $1.47M 1.05% +1,241 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,687 $1.47M 0.04% -749 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 7,595 $1.45M 0.1% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,572 $1.44M 0.23% -1,300 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7,360 $1.4M 0.24% +25 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 7,254 $1.38M 1.35% -200 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,148 $1.36M 0.24% +4,485 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,850 $1.31M 0.2% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,599 $1.26M 0.26% -19 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,550 $1.25M 0.27% -575 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 5,771 $1.1M 0.09% 0 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 5,768 $1.1M 0.59% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,647 $1.08M 0.25% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,558 $1.06M 0.1% -102 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,469 $1.04M 0.36% -2,223 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,439 $1.04M 0.45% +471 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 5,298 $1.01M 0.26% +75 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,239 $1000K 0.09% +234 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,224 $996K 0.12% +1,502 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,053 $964K 0.19% +154 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,656 $888K 0.06% +544 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,471 $853K 0.23% +29 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,443 $848K 0.07% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,417 $843K 0.23% +1,681 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,386 $837K 0.04% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,329 $826K 0.49% -127 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,180 $798K 0.12% +10 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,989 $761K 0.3% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,901 $744K <0.01% +614 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,900 $744K 0.08% -1,042 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,850 $735K 0.2% +367 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,715 $709K 0.01% -570 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,604 $688K 0.08% +20 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,592 $685K 0.05% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,582 $684K 0.08% -300 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,582 $684K 0.45% +253 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,552 $678K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,508 $669K 0.04% -26 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,490 $666K 0.7% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,444 $657K 0.08% +728 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,380 $645K 0.25% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,271 $624K 0.01% +743 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,098 $591K 0.04% +295 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,071 $586K 0.17% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,027 $578K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,916 $556K 0.06% -72 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,869 $547K 0.53% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,858 $545K 0.04% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,764 $527K 0.26% -100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,717 $518K 0.09% +40 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,487 $475K 0.03% +47 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,308 $440K 0.16% +3 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,296 $438K 0.09% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 2,326 $436K 0.25% -2 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,150 $410K 1.18% -11 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,033 $408K 0.02% -955 13F-HR Timeline Trust Co More: the full row for Trust Co 2,126 $406K 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,102 $401K 0.02% +11 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,089 $399K 0.17% -50 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,034 $388K 0.02% -130 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,029 $387K 0.02% -378 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,005 $383K 0.15% +31 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,965 $375K 0.05% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,948 $372K 0.07% +26 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,935 $369K 0.08% +15 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,936 $367K 0.17% -1 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,908 $364K 0.28% +8 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,834 $350K 0.09% -51 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,818 $347K 0.04% -32 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,736 $331K 0.1% +176 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,730 $330K 0.12% +19 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 1,700 $324K 0.13% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,700 $324K 0.2% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,674 $319K 0.09% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,646 $316K 0.06% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,637 $312K <0.01% -285 13F-HR Timeline Group O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,612 $308K 0.06% +88 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,600 $305K 0.17% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,564 $298K 0.17% -413 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 1,552 $296K 0.27% -55 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,500 $286K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,468 $280K 0.03% -34 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,464 $279K 0.19% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,428 $273K 0.19% +2 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,425 $271K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,379 $263K 0.05% +6 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,310 $250K 0.15% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,309 $250K 0.15% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,244 $237K 0.04% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,211 $231K 0.04% -23 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,190 $227K 0.01% -50 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,188 $227K 0.05% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,186 $226K 0.1% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,178 $225K 0.13% +8 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,135 $217K 0.07% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,123 $214K 0.06% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,123 $214K 0.07% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,117 $213K 0.14% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,115 $213K 0.03% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,043 $196K 0.11% +200 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 781 $147K 0.06% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 610 $116K 0.03% +48 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 525 $100K 0.01% 0 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 464 $88.5K 0.05% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 461 $87.9K 0.04% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 422 $80.5K 0.04% +28 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 334 $63.7K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 250 $47.7K 0.04% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 247 $46.5K 0.01% -22 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 242 $46.2K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 223 $42.6K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 171 $32.8K 0.01% +1 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 160 $30.5K 0.02% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 127 $24.2K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7 $1.34K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $382 <0.01% new 13F-HR Timeline