CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 883,081 $76.2M 0.49% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 452,838 $39.1M 0.56% -43,675 13F-HR Timeline Group ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 174,092 $15M 0.48% -7,596 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 174,010 $15M 0.25% -21,230 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 149,708 $12.9M 0.34% +19,315 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 131,529 $11.3M 1.69% +1,493 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 113,136 $9.76M 0.12% -1,646 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 102,898 $8.88M 0.24% -13,988 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 91,288 $7.88M 0.52% -3,900 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 86,445 $7.46M 0.67% -7,835 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 82,294 $7.1M 0.65% -7,621 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 77,085 $6.65M 1.32% +236 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 70,957 $6.12M 2.19% +599 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 60,890 $5.25M 1.91% +12,409 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 56,909 $4.91M 0.03% -9,084 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 54,227 $4.68M 0.35% +217 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 54,193 $4.68M 0.27% +1,631 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 53,817 $4.64M 0.46% -2,587 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 45,338 $3.91M 0.11% -7,370 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 44,307 $3.82M 0.78% +1,231 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 42,915 $3.7M 1.78% +438 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 37,197 $3.21M 0.23% +1,540 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 34,101 $2.94M 0.1% +5,010 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 29,271 $2.53M 0.93% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 24,310 $2.1M 0.46% +526 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 23,577 $2.03M 0.61% +1,165 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 21,610 $1.86M 0.03% +613 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,439 $1.59M 0.03% +1,876 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 17,781 $1.53M 0.92% -128 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 15,708 $1.36M 0.97% -487 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 15,662 $1.35M 0.58% +4,509 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 15,567 $1.34M 0.27% +1,843 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 15,092 $1.3M 0.93% +1,862 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,241 $1.23M 0.03% +20 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 13,943 $1.2M 0.24% -2,217 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 13,128 $1.13M 0.19% -729 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,636 $1.09M 0.17% +22 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,423 $1.09M 0.03% +6,722 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 12,611 $1.09M 0.09% +1,692 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 12,571 $1.08M 0.1% -916 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 12,515 $1.08M 0.57% +748 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 12,315 $1.06M 0.19% -373 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,237 $1.06M 0.31% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,642 $1M 0.09% -200 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 10,904 $941K 0.35% -703 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,707 $924K 0.03% -86,818 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,564 $912K 0.09% +124 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,113 $873K 0.03% +936 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 9,977 $861K 0.15% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,631 $831K 0.22% +8 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,438 $814K 0.06% +184 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,293 $802K 0.18% -135 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 8,914 $769K 0.05% -250 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,476 $731K 0.06% -442 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,809 $674K 0.66% -333 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,465 $644K 0.06% +3,649 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,157 $618K 0.07% +55 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,032 $607K 0.12% +3,134 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,809 $588K 0.07% +3,204 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,555 $566K 0.29% -508 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,199 $535K 0.29% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,178 $533K 0.12% -75 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,917 $511K 0.18% +129 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,719 $493K 0.03% +473 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,667 $485K 0.01% +2,239 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,466 $472K 0.31% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,200 $449K 0.03% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,146 $444K 0.18% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,907 $423K 0.27% +534 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,016 $347K 0.09% +800 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,750 $324K 0.07% +50 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,679 $317K 0.19% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,556 $307K 0.05% -55 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,451 $298K 0.86% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,250 $280K 0.21% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,245 $280K 0.18% +173 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,180 $274K 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,054 $264K 0.01% +109 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,796 $241K 0.15% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,758 $238K 0.06% +145 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,757 $238K 0.16% +25 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,676 $231K 0.05% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,619 $226K 0.02% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,522 $218K 0.17% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,510 $217K 0.08% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,417 $209K 0.02% -1 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,393 $206K 0.1% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,324 $201K 0.08% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,195 $189K 0.02% -107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,875 $162K 0.09% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,325 $114K 0.09% +5 13F-HR Timeline Trust Co More: the full row for Trust Co 1,033 $89.1K 0.01% +162 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,000 $86.3K 0.01% -13 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 782 $67.5K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 775 $66.9K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 757 $65.3K 0.02% +562 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 730 $63K 0.04% +35 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 695 $60K 0.01% +276 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 665 $56.9K 0.04% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 560 $48.3K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 508 $43.9K 0.02% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 405 $34.9K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 382 $33K 0.01% +36 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 381 $32.9K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 339 $29.3K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 335 $28.9K 0.01% -250 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 268 $23.1K <0.01% +17 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 214 $18.5K <0.01% +180 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 180 $15.5K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 105 $9.06K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 100 $8.63K <0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 82 $7K <0.01% 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 80 $6.96K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 62 $5.35K <0.01% +31 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 60 $5.19K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $2.93K <0.01% +25 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11 $949 <0.01% 0 13F-HR Timeline