CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,141,313 $115M 1.93% -50,019 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 147,836 $14.9M 0.4% -9,513 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 131,345 $13.2M 0.42% -6,773 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 123,801 $12.5M 0.48% +3,593 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 42,000 $4.23M 0.8% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 33,309 $3.36M 0.59% +7,440 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 30,441 $3.07M 0.1% +392 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,412 $2.26M 0.17% +702 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,522 $1.97M 0.01% +3,835 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 14,621 $1.47M 0.21% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,544 $1.16M 0.76% -78 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,383 $1.15M 0.03% +552 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,684 $1.08M 0.06% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,365 $1.04M 0.31% -24 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,981 $1.01M 0.26% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 9,272 $934K 0.59% -93 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,186 $926K 0.06% +4,468 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,230 $527K 0.01% +33 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,956 $500K 0.36% -861 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,900 $494K 0.35% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,742 $491K 0.01% +831 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,207 $428K 0.18% +61 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,883 $391K 0.08% -1,689 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,700 $373K 0.08% +1,016 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,700 $373K 0.13% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,508 $356K 0.1% -15 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,336 $336K 0.01% +1,001 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,327 $335K 0.13% -100 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,295 $332K 0.01% +418 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,267 $329K 0.03% +49 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,786 $281K 0.01% +187 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,343 $236K 0.03% 0 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,321 $234K 0.01% +239 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,303 $232K 0.02% -418 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,078 $209K 0.01% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,042 $206K 0.02% -145 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,029 $204K 0.01% -200 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $202K 0.01% -64 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 1,929 $194K 0.12% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,418 $143K 0.01% -112 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,263 $127K <0.01% +41 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,248 $126K 0.02% +153 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,083 $109K <0.01% +180 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 827 $83.3K 0.05% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 470 $47.4K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 400 $40.3K 0.03% +20 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 371 $37.3K 0.01% +324 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 356 $35.9K 0.01% +62 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 291 $29.3K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 245 $24.7K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 236 $23.8K <0.01% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $20.2K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 166 $16.7K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 123 $12.4K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 77 $7.76K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 55 $5.54K <0.01% +44 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 49 $4.94K <0.01% +15 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 37 $3.68K <0.01% -1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 19 $1.92K <0.01% +3 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $806 <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1 $101 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $101 <0.01% new 13F-HR Timeline