CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 106,439 $42.7M 0.28% -1,476 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 45,619 $18.3M 0.14% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 16,658 $6.68M 0.66% +484 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 16,223 $6.5M 3.07% +340 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,880 $3.96M 0.03% -3,991 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8,890 $3.56M 0.62% +654 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 7,608 $3.05M 1.1% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,449 $2.99M 0.1% +934 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,791 $2.72M 0.08% -2,025 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,806 $1.93M 0.34% +106 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 4,700 $1.88M 0.57% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 4,676 $1.88M 0.44% +351 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,444 $1.78M 0.19% +4,227 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,000 $1.6M 0.14% -12 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,323 $1.33M 0.04% +3 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,320 $1.32M 0.03% +215 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,288 $1.32M 0.35% -102 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,081 $1.24M 0.19% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,417 $969K 0.28% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,938 $777K 0.17% +55 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,789 $713K 0.03% +696 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,776 $712K 0.06% +59 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,403 $562K 0.03% -599 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,127 $452K 0.02% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 981 $393K 0.21% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 941 $377K 0.29% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 940 $377K 0.07% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 903 $362K 0.14% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 854 $342K 0.04% -128 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 791 $317K 0.01% -106 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 783 $314K 0.13% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 734 $294K 0.09% -93 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 724 $290K 0.02% +1 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 693 $278K 0.17% -355 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 605 $242K 0.01% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 598 $240K 0.17% +107 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 589 $236K 0.02% -112 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 546 $219K 0.01% +89 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 365 $146K 0.02% new 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 282 $113K 0.05% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 110 $44.1K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 75 $30.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 68 $27.3K <0.01% +10 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 66 $26.5K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 50 $20K 0.01% -2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 38 $15.2K <0.01% -33 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 33 $13.2K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 31 $12.4K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 29 $11.6K 0.01% +24 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 22 $9.15K <0.01% -47 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $8.02K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14 $5.61K <0.01% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10 $4.01K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $2.4K <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5 $2K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4 $1.6K <0.01% -1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3 $1.2K <0.01% -2 13F-HR Timeline