CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 434,723 $119M 0.77% -20,241 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 133,845 $36.8M 0.56% -1,009 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 109,125 $30M 1.88% -9,036 13F-HR Timeline DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 99,043 $27.2M 4.32% -5,650 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 91,492 $25.1M 0.66% -1,788 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 78,344 $21.5M 2.23% -371 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 74,834 $20.5M 0.34% -8,747 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 74,043 $20.3M 0.15% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 69,438 $19.1M 0.27% -10,310 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 68,024 $18.7M 1.18% -2,130 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 59,362 $16.3M 0.62% +530 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 47,527 $13M 0.86% +135 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 43,540 $12M 1.19% +1,107 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 42,930 $11.8M 0.16% +9,367 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 23,362 $6.41M 0.46% +399 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 18,000 $4.94M 0.93% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 14,700 $4.04M 1.74% -500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,080 $3.04M 0.1% +1,110 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 10,637 $2.92M 0.35% -4 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,283 $2.55M 0.02% +259 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,824 $2.15M 0.06% -932 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 7,551 $2.07M 0.38% -45 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,999 $1.92M 0.11% 0 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 6,625 $1.82M 0.04% +375 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 6,545 $1.8M 0.32% -9 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,534 $1.79M 0.27% +126 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,795 $1.63M 0.04% +2,195 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,467 $1.5M 0.04% +365 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,309 $1.46M 0.16% +3,450 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,674 $1.28M 0.38% -7 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,609 $1.27M 0.04% +178 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,442 $945K 0.33% +67 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,318 $911K 0.14% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,290 $903K 0.27% -59 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,087 $848K 0.05% +73 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,052 $838K 0.02% +126 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,988 $820K 0.01% +211 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,753 $756K 0.07% -124 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,746 $754K 0.29% -47 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,477 $680K 0.41% -82 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,423 $665K 0.44% -45 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,252 $618K 0.02% +180 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,182 $599K 0.36% -30 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,177 $598K 0.19% -19 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,039 $560K 0.01% -507 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,955 $537K 0.17% -90 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,916 $526K 0.13% -632 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,764 $484K 0.04% -17 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,678 $461K 0.18% -556 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,218 $334K 0.03% +42 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,195 $328K 0.02% -24 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,124 $305K 0.13% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,095 $301K 0.08% +48 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,092 $300K 0.02% -378 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,019 $280K 0.03% +2 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,009 $277K 0.06% -103 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 947 $260K 0.02% 0 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 835 $228K 0.04% -18 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 795 $218K 0.1% new 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 756 $208K 0.06% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 750 $206K 0.17% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 613 $168K 0.01% +234 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 597 $164K 0.47% +109 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 477 $131K 0.02% -25 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 200 $54.9K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 120 $33K <0.01% +4 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 113 $31K 0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 105 $28.8K <0.01% -104 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 101 $27.7K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 90 $24.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 75 $20.6K 0.01% -28 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $13.7K <0.01% -150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 43 $11.8K 0.01% +16 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 37 $10K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 35 $9.61K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $6.87K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 16 $4.39K <0.01% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $1.65K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6 $1.65K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $550 <0.01% -26 13F-HR Timeline