CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 894,846 $93.1M 1.56% -41,563 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 428,727 $44.6M 9.36% -25,346 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 331,675 $33.8M 0.05% +116,419 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 303,955 $31.6M 0.55% -17,497 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 129,190 $13.4M 0.89% -2,361 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 66,572 $6.93M 1.72% -705 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 63,483 $6.61M 0.05% 0 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 61,291 $6.38M 0.03% +302 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 55,856 $5.81M 0.49% -7,693 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 55,766 $5.8M 2.08% -321 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 47,301 $4.92M 0.28% +928 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 41,833 $4.35M 0.11% -90 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 37,771 $3.93M 0.03% -5,002 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 28,400 $2.96M 1.11% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 26,154 $2.72M 0.27% -232 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,518 $2.55M 0.02% +11,133 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 20,098 $2.09M 0.02% +7,697 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 18,717 $1.95M 0.17% -13 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 16,768 $1.74M 0.64% -2,938 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 15,558 $1.62M 0.51% -180 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 14,405 $1.5M 0.22% +909 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,456 $1.3M 0.04% -655 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 11,975 $1.25M 0.05% +630 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 11,175 $1.16M 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,003 $1.14M 0.08% +4,466 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 10,298 $1.07M 0.12% -214 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,932 $929K 0.02% -1,430 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,800 $813K 0.02% +4,450 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,488 $779K 0.07% -461 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,230 $752K 0.03% +428 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,075 $632K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,765 $600K 0.11% -263 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,508 $573K 0.25% +170 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,108 $531K 0.02% +2,308 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4,603 $479K 0.29% -248 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,446 $463K 0.35% +139 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,331 $451K 0.01% +19 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,021 $418K <0.01% +1 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,004 $417K 0.02% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,769 $392K 0.04% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,677 $383K 0.23% -155 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,161 $329K 0.04% +1,010 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,135 $327K 0.01% +899 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,900 $302K 0.06% 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 2,864 $298K 0.02% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,854 $297K 0.06% +17 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,652 $276K 0.01% -15 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,500 $260K 0.09% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,406 $251K 0.04% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,286 $238K <0.01% +86 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,220 $231K 0.02% -500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,155 $224K 0.04% +14 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,771 $184K 0.02% +1,159 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,684 $175K 0.01% +405 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,006 $105K <0.01% -144 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 688 $71.6K <0.01% +135 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 452 $47.9K 0.02% +3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 350 $36.4K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 314 $32.7K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 299 $31.1K <0.01% +295 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 286 $29.8K 0.01% +60 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 273 $28.4K 0.01% +173 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 242 $25.2K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 220 $22.9K <0.01% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 217 $22.6K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $20.8K <0.01% -7 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 175 $18.2K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 171 $17.8K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 137 $14.3K <0.01% +40 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 118 $12.3K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 105 $10.9K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 53 $5.54K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 47 $4.89K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 40 $4.16K <0.01% +8 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 24 $2.5K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 19 $1.98K <0.01% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 17 $1.77K <0.01% 0 13F-HR Timeline