CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 280,895 $204M 1.32% -11,308 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 215,955 $156M 2.15% +19,956 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 210,063 $152M 3.48% -10,360 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 192,252 $139M 1.22% +147,497 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 151,949 $110M 1.67% +8,029 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 121,954 $88.4M 1.19% -4,824 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 110,352 $80M 2.1% +5,454 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 100,099 $72.6M 0.97% -3,398 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 99,735 $72.3M 0.86% +40,878 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 98,111 $71.1M 1.88% -2,987 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 96,774 $70.2M 3.08% +27,298 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 87,330 $63.3M 0.45% +10,630 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 86,137 $62.5M 0.89% -60,742 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 84,939 $61.6M 1.67% -8,028 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 77,675 $56.3M 1.8% -4,510 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 72,549 $52.6M 3.3% -14,393 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 65,596 $47.3M 1.13% +20,213 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 63,449 $46M 1.56% +7,458 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 51,000 $37M 3.18% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 45,221 $32.8M 2.83% -743 13F-HR Timeline CX Institutional More: the full row for CX Institutional 44,668 $32.4M 0.88% -5,624 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 41,735 $30.3M 0.64% -4,421 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 41,536 $30.1M 13.84% +3,749 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 41,230 $29.9M 1.7% -279 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 38,931 $28.2M 2.63% -3,582 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Overbrook Management Corp More: the full row for Overbrook Management Corp 35,178 $25.5M 3.97% -5,405 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 34,614 $25.1M 2.18% -443 13F-HR Timeline Neumann Advisory Hong Kong Ltd More: the full row for Neumann Advisory Hong Kong Ltd 30,537 $22.1M 7.05% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 28,720 $20.8M 0.8% -1,844 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 25,116 $18.2M 2.12% +259 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 24,200 $17.5M 4.3% +1,294 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 23,364 $16.9M 0.94% +1,620 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 22,729 $16.5M 2.45% +331 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,786 $15.8M 0.44% +316 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,451 $15.6M 0.45% +7,244 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 21,400 $15.5M 1.29% +7,000 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 20,203 $14.7M 2.09% -355 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,178 $14.6M 0.9% +1,007 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18,948 $13.7M 0.61% -11 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 17,838 $12.9M 0.98% -777 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 17,632 $12.8M 0.87% -6,892 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 15,707 $11.4M 0.94% -2,463 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 14,745 $10.7M 0.67% +178 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 13,992 $10.1M 4.88% +371 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 13,675 $9.92M 7.6% -201 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 13,332 $9.67M 0.64% +172 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,648 $9.17M 0.68% +161 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 12,468 $9.04M 1.79% -2,292 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 12,361 $8.96M 1.51% -2,135 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,009 $8.71M 0.69% -2,490 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,609 $8.42M 0.55% +573 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 11,587 $8.4M 1.02% +9,164 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 11,039 $8.01M 2.78% -45 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 11,034 $8M 1.36% -74 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 10,619 $7.82M 3.5% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,576 $7.67M 0.82% +612 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,308 $7.48M 0.74% -803 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 9,856 $7.15M 2.58% -5,440 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,905 $7.14M 0.09% +3,423 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 9,583 $6.95M 0.41% -988 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,547 $6.92M 1.52% -490 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 9,460 $6.86M 2.29% +770 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,366 $6.79M 0.77% -2,179 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 9,323 $6.76M 2.39% -9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,238 $6.7M 0.57% +178 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,587 $6.34M 1.19% -318 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,576 $6.22M 1.24% +445 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,181 $5.93M 3.95% +186 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 7,890 $5.72M 2.08% +5,959 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 7,779 $5.64M 4% +114 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,754 $5.62M 1.67% +674 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,737 $5.61M 2.4% -72 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,735 $5.61M 0.51% +576 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,446 $5.4M 0.19% -348 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,320 $5.31M 1.28% -88 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,169 $5.2M 0.55% +2,817 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6,614 $4.8M 0.63% -1,301 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 60,671 $4.7M 0.81% +56,502 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 6,350 $4.61M 1.72% +3,302 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,241 $4.53M 0.39% +140 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,170 $4.47M 1.69% +6 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. 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More: the full row for Integrated Financial Solutions, Inc. 4,732 $3.43M 1.76% +82 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,682 $3.4M 1.84% +2 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 4,652 $3.37M 3.54% +3,082 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,560 $3.31M 2.37% -740 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,380 $3.18M 1.11% -192 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,367 $3.17M 0.68% -121 13F-HR Timeline TLWM More: the full row for TLWM 4,211 $3.05M 0.49% -106 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,195 $3.04M 0.21% -159 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 4,164 $3.02M 0.47% -745 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 4,083 $2.96M 2.8% +35 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,912 $2.84M 1.59% +48 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 3,858 $2.8M 1.71% -12,699 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,672 $2.66M 1.49% -21 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,653 $2.65M 1.59% -71 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,617 $2.62M 0.17% -151 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,502 $2.54M 0.3% +270 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,483 $2.53M 0.31% +645 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,419 $2.48M 1% +60 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,414 $2.48M 0.86% +101 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,380 $2.45M 0.37% -82 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,351 $2.43M 1.37% -599 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,239 $2.35M 1.71% +94 13F-HR Timeline General Partner, Inc. 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More: the full row for Ebert Capital Management Inc. 3,071 $2.23M 1.93% +265 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,042 $2.21M 0.84% +56 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,001 $2.18M 1.43% +10 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 2,976 $2.16M 2.1% +222 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,909 $2.11M 0.57% +297 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,831 $2.05M 1.66% +127 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,825 $2.05M 0.73% +54 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,820 $2.05M 0.08% +134 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,794 $2.03M 0.42% -72 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,733 $1.98M 0.15% -125 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,716 $1.97M 0.11% +260 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,673 $1.94M 1.12% +242 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,664 $1.93M 0.38% +178 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,561 $1.86M 0.32% +125 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,495 $1.81M 0.75% +55 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,485 $1.8M 1.01% +89 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,445 $1.77M 0.41% -187 13F-HR Timeline New Covenant Trust Company, N.A. 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