CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 134,630 $86.5M 0.56% -28,706 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 105,456 $67.8M 4.59% -6,130 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 97,863 $62.9M 1.44% -1,728 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 51,168 $32.9M 8.74% +42,607 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 47,852 $30.7M 0.44% +3,334 13F-HR Timeline Group Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 43,752 $28.1M 0.21% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 42,599 $27.4M 0.74% +1,811 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,413 $6.69M 0.05% -1,052 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,918 $5.73M 0.16% -651 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,253 $4.66M 3.62% -190 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,898 $3.79M 0.13% +276 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 5,786 $3.72M 2.09% +256 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,178 $3.55M 0.08% +122 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,281 $3.39M 0.24% -350 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,187 $3.33M 0.21% +78 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,755 $3.06M 0.44% -390 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,670 $3M 0.59% +353 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,091 $2.63M 0.55% -1,168 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,849 $2.47M 0.28% +61 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,770 $1.78M 0.14% +16 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 2,725 $1.75M 1.27% -271 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,540 $1.63M 0.03% -111 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,181 $1.4M 0.09% -48 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,007 $1.29M 1.17% -8 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,819 $1.21M 0.24% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,819 $1.17M 0.12% -217 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,372 $962K 0.01% +884 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,489 $957K 0.08% -110 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,461 $938K 0.22% -49 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,425 $916K 0.02% -175 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,363 $876K 0.14% +253 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,361 $874K 0.06% -37 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,331 $855K 0.19% -30 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,244 $853K 0.04% +796 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,260 $810K 0.54% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,207 $775K 0.02% +44 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,080 $694K 0.33% +8 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,072 $689K 0.41% -18 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,044 $671K 0.11% -20 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 914 $587K 0.17% +3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 861 $553K 0.02% +140 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 861 $553K 0.16% -657 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 832 $535K 0.32% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 809 $520K 0.06% +39 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 801 $514K 0.05% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 744 $478K 0.14% +24 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 722 $464K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 713 $458K 0.05% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 702 $451K 0.1% -153 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 607 $390K 0.36% -25 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 603 $387K 0.01% -71 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 565 $363K 0.02% +1 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 560 $360K 0.03% 0 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 543 $349K 0.15% -191 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 530 $341K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 526 $338K 0.01% -67 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 493 $334K 0.17% +63 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 464 $299K 0.07% +1 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 454 $292K 0.24% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 423 $272K 0.08% +17 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 418 $269K 0.05% -36 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 406 $261K 0.06% 0 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 400 $257K 0.16% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 391 $251K 0.03% -267 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 371 $238K 0.02% -49 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 371 $238K 0.04% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 362 $233K 0.1% -7 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 361 $232K <0.01% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 357 $229K 0.15% +32 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 352 $226K 0.01% -4 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 328 $211K 0.15% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 326 $209K 0.03% -3,333 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 318 $204K 0.02% +81 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 239 $154K 0.07% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 171 $110K 0.05% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 158 $102K 0.01% -20 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 59 $37.9K 0.03% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 44 $28.3K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 38 $24.4K <0.01% +11 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 35 $22.5K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 28 $18K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 27 $17.3K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 26 $16.7K <0.01% +5 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $12.2K 0.01% +4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 17 $10.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Planning Strategies Inc. More: the full row for Planning Strategies Inc. 16 $10.3K 0.01% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13 $8.35K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 9 $5.81K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $2.57K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $2.57K <0.01% 0 13F-HR Timeline