ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 205,111 $110M 3.52% -7,118 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 174,455 $93.8M 0.82% -10,157 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 101,684 $54.7M 3.11% -2,816 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 91,101 $49M 0.32% -3,574 13F-HR Timeline Mn Services Vermogensbeheer B.V. 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More: the full row for CHAPIN DAVIS, INC. 22,236 $12M 2.3% +143 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 19,703 $10.6M 2.21% -356 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 17,025 $9.16M 2.39% -5,340 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,976 $6.98M 0.81% -7,574 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,846 $6.91M 0.23% +925 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,162 $6.54M 0.44% -243 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 9,204 $5.01M 2.24% 13F-HR Timeline Violich Capital Management, Inc. 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ALLISON & CO., INC. 2,356 $1.27M 0.71% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,004 $1.16M 0.01% -9 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,050 $1.1M 0.24% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,034 $1.09M 0.03% +399 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,972 $1.06M 0.29% -164 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,840 $1.02M 0.2% -148 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,815 $976K 0.69% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,786 $961K 0.22% -1,420 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,630 $877K 0.05% -5 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,599 $860K 0.01% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,516 $816K 0.07% -243 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,406 $756K 0.14% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,310 $705K 0.14% -175 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,299 $699K 0.14% +19 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,144 $615K 0.02% -59 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,077 $579K 0.13% +65 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,018 $548K 0.02% +35 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,000 $538K 0.26% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 991 $533K 0.18% +627 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 977 $525K 0.07% +324 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 943 $507K 0.05% 0 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 933 $502K 0.28% 0 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 904 $486K 0.19% -163 13F-HR Timeline YHB Investment Advisors, Inc. 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More: the full row for Graves Light Lenhart Wealth, Inc. 639 $344K 0.03% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 630 $339K 0.09% -41 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 572 $329K 0.01% -178 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 608 $327K 0.02% -7 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 605 $326K 0.08% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 574 $309K 0.02% -20 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 463 $249K 0.09% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 452 $243K 0.02% -168 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 442 $238K 0.03% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 440 $237K <0.01% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 437 $235K 0.13% -30 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 428 $230K 0.02% +414 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 426 $229K 0.06% new 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 420 $226K 0.02% new 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 406 $218K 0.02% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 403 $217K 0.07% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 382 $206K 0.04% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 321 $173K 0.02% +199 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 319 $172K 0.1% -829 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 314 $169K 0.1% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 305 $164K 0.1% -58 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 227 $122K 0.01% +8 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 179 $96.3K 0.03% -1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 142 $76.4K 0.01% +110 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 120 $68.9K 0.02% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 89 $47.9K 0.03% +26 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 86 $46.3K <0.01% -10 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 64 $34.6K <0.01% +17 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 50 $26.9K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 47 $25.3K 0.01% +25 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 42 $22.6K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 38 $20.6K 0.01% +21 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 29 $15.7K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 15 $8.07K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $4.3K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $3.77K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $2.15K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 36,303 $64.2K +36,266 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.