CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 506,678 $94.8M 0.61% -6,313 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 428,247 $80.1M 4.11% -8,012 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 319,757 $59.8M 18.74% +10,070 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 260,132 $51.7M 1.24% -3,119 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 164,891 $30.8M 0.22% +16,559 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 137,394 $25.7M 1.94% -944 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 131,907 $24.7M 1.63% -845 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 107,840 $20.2M 0.53% +32,681 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 90,173 $16.9M 1.09% +1,544 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 81,826 $15.3M 4.58% +13,050 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 67,614 $12.6M 0.17% -1,249 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 66,733 $12.5M 7.63% -18,465 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 63,624 $11.9M 2.79% -4,360 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 61,807 $11.6M 2.3% +248 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 58,170 $10.9M 0.37% +12,975 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 41,708 $7.8M 0.16% -5,608 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,238 $7.71M 0.22% +5,171 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 37,768 $7.06M 1.19% +175 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 37,466 $7.01M 0.1% +34,328 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 33,620 $6.29M 0.17% -324 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 28,294 $5.29M 0.48% -1,005 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 27,466 $5.14M 0.32% +4,108 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 23,778 $4.45M 0.5% +815 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 23,310 $4.36M 0.54% +1,009 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 22,187 $4.15M 2% -2,057 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,898 $4.1M 0.11% -14 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 21,267 $3.98M 0.86% -1,023 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 18,547 $3.47M 0.32% -661 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 18,177 $3.4M 1.56% +2,629 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 17,949 $3.36M 0.96% -3,849 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 14,776 $2.76M 0.31% -133 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 14,113 $2.74M 0.03% +678 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,227 $2.66M 0.21% +2,493 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 14,216 $2.66M 1.93% -641 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,666 $2.43M 0.46% +543 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,254 $2.29M 0.14% +137 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 11,910 $2.23M 1.19% -140 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 11,781 $2.2M 0.53% +553 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,068 $2.2M 0.1% +316 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 11,450 $2.14M 0.25% -423 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 11,115 $2.08M 0.09% +4,265 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 11,042 $2.07M 1.74% -68 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,971 $2.05M 0.06% +6,908 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 10,752 $2.01M 0.86% +424 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10,345 $1.97M 0.82% +32 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,355 $1.94M 0.17% +668 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,855 $1.84M 0.22% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,793 $1.83M 0.19% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,664 $1.81M 0.13% +466 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,624 $1.8M 0.47% +119 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 9,007 $1.68M 0.71% -100 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 8,596 $1.61M 1.68% -1,503 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 8,561 $1.6M 0.95% -141 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 8,290 $1.55M 1.1% -3,710 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 8,288 $1.55M 1.34% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,908 $1.29M 0.59% -17 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 6,706 $1.25M 0.57% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,681 $1.25M 0.36% +2,747 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,493 $1.21M 0.19% +1,048 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 6,482 $1.21M 0.47% +3,682 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,480 $1.21M 0.27% -905 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,035 $1.13M 0.3% -64 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,981 $1.12M 0.63% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,961 $1.12M 0.02% +273 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,794 $1.08M 0.29% -233 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,719 $1.07M 0.24% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 5,618 $1.05M 0.57% -337 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for CHAPIN DAVIS, INC. 3,941 $737K 0.14% +20 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,939 $737K 0.05% +501 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,858 $722K 0.04% -127 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,777 $707K 0.05% -1,169 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 3,709 $694K 0.06% +239 13F-HR Timeline Group SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 3,691 $690K 0.33% +191 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,430 $642K 0.26% +1,110 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,414 $639K 0.3% -42 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,294 $616K 0.17% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,152 $596K 0.27% +10 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 3,026 $573K 0.26% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,030 $567K 0.19% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,830 $529K 0.09% -58 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,814 $526K 0.4% +319 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,774 $524K 0.15% +14 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,787 $521K 0.27% -5 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,561 $479K 0.32% +41 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,485 $465K 0.03% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,402 $449K 0.09% -300 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,377 $444K 0.04% -10 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,326 $435K 0.1% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,315 $433K 0.08% -19,691 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,192 $417K 0.08% +548 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,224 $416K 0.15% +21 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,994 $373K 0.05% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,918 $359K 0.13% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,904 $356K 0.13% +151 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,869 $350K 0.03% +192 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,849 $346K 0.1% +27 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,770 $331K 0.22% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,624 $304K 0.05% -1,008 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,588 $297K 0.13% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,579 $295K 0.21% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,550 $290K 0.07% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,510 $282K 0.26% -1,222 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,502 $281K 0.06% new 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,466 $274K 0.11% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,428 $267K 0.13% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,425 $267K 0.18% new 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,365 $255K 0.02% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,360 $254K 0.07% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,350 $253K 0.15% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,339 $250K 0.06% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,240 $234K 0.03% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,222 $229K 0.04% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,168 $222K 0.12% +45 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,167 $218K <0.01% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,157 $216K 0.06% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,114 $208K 0.09% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,107 $207K 0.04% +172 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,097 $205K 0.03% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,094 $205K 0.06% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,073 $201K 0.1% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,072 $201K 0.15% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 850 $159K 0.09% +129 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 571 $107K 0.01% -161 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 425 $79.5K 0.01% -75 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 391 $73.1K 0.01% +150 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 306 $57.2K 0.04% +100 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 226 $42.3K 0.03% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 217 $40.6K 0.12% +149 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 217 $40.6K 0.02% +74 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 209 $39.1K 0.02% -29 13F-HR Timeline Trust Co More: the full row for Trust Co 155 $29K <0.01% +51 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 153 $28.6K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $18.7K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 100 $18.7K 0.01% -50 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 85 $15.9K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 77 $14.4K 0.01% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 65 $12.2K <0.01% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 20 $3.74K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 17 $3.23K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9 $1.68K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 4 $1K <0.01% new 13F-HR Timeline