CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 596,554 $135M 0.87% -25,889 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 116,774 $26.4M 0.2% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 50,129 $11.3M 0.77% -12,685 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 49,408 $11.2M 2.15% +883 13F-HR Timeline CX Institutional More: the full row for CX Institutional 38,183 $8.64M 0.23% +32,039 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25,193 $5.7M 0.08% -21,241 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,659 $3.77M 0.13% +634 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,788 $3.34M 0.02% -693 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,446 $2.55M 0.06% +1,822 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,282 $1.87M 0.2% +3,287 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,573 $1.71M 1.14% -118 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,195 $1.4M 0.17% -4 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,167 $1.17M 0.07% -198 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,103 $1.15M 0.31% -105 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,969 $1.12M 0.02% +39 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,901 $1.11M 0.09% -692 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,750 $1.07M 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,113 $704K 0.06% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,056 $691K 0.04% new 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 2,827 $639K 0.29% -274 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,820 $638K 0.02% +8 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,633 $596K 0.05% +244 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,536 $574K 0.2% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,404 $544K 0.42% -32 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,352 $532K 0.02% +1,331 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,025 $458K 0.01% -121 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,966 $445K 0.01% -54 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,835 $415K 0.25% +1 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,620 $366K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,600 $362K 0.03% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,558 $352K 0.07% -70 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,303 $295K 0.2% +430 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,048 $237K 0.01% +54 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 893 $202K 0.03% -113 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 889 $201K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 800 $181K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 644 $146K 0.01% +97 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 488 $110K 0.01% +7 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 327 $74K 0.04% -102 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 234 $52.9K 0.01% +204 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 220 $49.8K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 215 $48.6K 0.02% -3 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 209 $47.3K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 200 $45.2K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 26,123 $42.6K 0.01% +26,050 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 137 $31K 0.01% -99 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 137 $31K 0.02% +105 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 81 $18.3K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 73 $16.5K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 68 $15.5K 0.01% -8 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 55 $12.5K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 37 $8.37K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 33 $7.54K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 20 $4.52K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $2.26K <0.01% -4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $1.81K <0.01% new 13F-HR Timeline