CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 89,548 $162M 1.05% +1,283 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 16,023 $29M 4.88% -391 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 13,222 $24M 0.55% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,545 $22.7M 0.32% -954 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,642 $19.3M 0.14% +1,715 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 9,516 $17.2M 1.54% +1,161 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,089 $14.6M 0.2% +130 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 5,810 $10.5M 0.63% +2,072 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,481 $9.93M 2.43% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,390 $9.76M 3.45% -95 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 5,243 $9.5M 3.4% +63 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,058 $9.16M 5.13% -10 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,404 $7.98M 0.95% +54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,881 $7.03M 0.24% +382 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,027 $5.48M 0.41% -153 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,688 $4.87M 1.48% +2,514 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,659 $4.82M 0.1% +92 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,237 $4.05M 0.11% +446 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,076 $3.76M 0.74% -32 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,986 $3.6M 0.79% -99 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,960 $3.55M 1.37% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,891 $3.43M 0.36% -267 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,874 $3.4M 0.29% +56 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,424 $2.58M 0.04% -15 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,421 $2.57M 0.04% +175 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 1,398 $2.53M 1.16% +55 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,371 $2.48M 0.55% -14 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,257 $2.28M 0.49% +38 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,213 $2.15M 0.05% +177 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 995 $1.8M 1% +42 13F-HR Timeline ANB BANK More: the full row for ANB BANK 981 $1.78M 0.63% +2 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 843 $1.53M 0.17% +400 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 806 $1.46M 0.51% -660 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 784 $1.42M 0.17% +35 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 755 $1.37M 0.36% -3 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 726 $1.32M 0.35% -13 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 688 $1.25M 0.15% +37 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 685 $1.24M 0.67% -17 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 612 $1.11M 0.67% -11 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 603 $1.09M 0.59% +39 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 599 $1.09M 0.55% +20 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 596 $1.08M 0.01% +69 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 590 $1.07M 0.07% -6 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 540 $978K 0.35% +12 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 476 $863K 0.62% +17 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 473 $857K 0.1% -3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 469 $850K 0.02% -59 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 464 $841K 0.68% +17 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 460 $833K 0.12% -17 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 446 $808K 0.13% +34 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 435 $788K 0.56% -1 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 420 $761K 0.02% +12 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 417 $755K 0.05% +11 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 402 $730K 0.33% 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 402 $728K 0.19% -1 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 399 $723K 0.17% -2 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 392 $710K 0.06% -68 13F-HR Timeline Group Vann Equity Management LLC More: the full row for Vann Equity Management LLC 382 $691K 0.41% -4 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 368 $667K 0.04% +3 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 344 $622K 0.4% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 337 $611K 0.12% -4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 335 $607K 0.11% -15 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 303 $549K 0.02% -12 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 291 $527K 0.09% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 288 $522K 0.09% -12 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 281 $509K 0.04% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 275 $498K 0.03% -45 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 275 $498K 0.27% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 261 $473K 0.03% +1 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 260 $471K 0.11% +45 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 253 $458K 0.11% +1 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 245 $444K 0.24% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 222 $402K 0.18% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 219 $397K 0.03% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 218 $395K 0.04% +8 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 210 $380K 0.15% +8 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 205 $371K 0.1% -2 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 195 $353K 0.14% +89 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 190 $344K 0.03% +31 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 183 $332K 0.03% +16 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 183 $325K 0.01% -6 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 163 $295K 0.05% +30 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 162 $293K <0.01% -17 13F-HR Timeline CX Institutional More: the full row for CX Institutional 154 $279K 0.01% -5 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 148 $268K 0.12% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 145 $263K 0.02% +16 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 142 $257K 0.04% -22 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 140 $254K 0.1% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 137 $248K 0.07% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 135 $245K 0.03% +5 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 134 $243K 0.01% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 134 $243K 0.07% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 130 $236K 0.01% -69 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 130 $236K 0.05% +4 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 129 $234K 0.11% -3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 127 $230K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 120 $217K 0.01% -14 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 118 $214K 0.01% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 117 $212K 0.06% -16 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 114 $207K 0.04% +5 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 110 $199K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 90 $163K 0.02% +5 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 73 $132K 0.04% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 65 $118K 0.07% -76 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 54 $97.8K 0.03% new 13F-HR Timeline Trust Co More: the full row for Trust Co 47 $85.1K 0.01% +46 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 32 $57.9K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 29 $52.5K 0.03% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 28 $50.7K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 23 $41.7K <0.01% +4 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 16 $29K <0.01% 0 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15 $27.2K 0.02% +11 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 15 $27.2K 0.02% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 10 $18.1K 0.01% -5 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 8 $14.5K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7 $12.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7 $12.7K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4 $7.25K <0.01% 0 13F-HR Timeline