CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 943,136 $125M 0.81% +18,673 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 501,901 $66.4M 0.79% +21,440 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 381,545 $50.4M 0.69% +35,190 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 373,592 $49.4M 0.83% -33,276 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 372,597 $49.3M 5.1% -6,656 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 328,576 $43.5M 2.72% +25,920 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 317,408 $42M 0.22% +2,651 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 290,534 $38.4M 1.04% +30,796 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 269,701 $35.7M 1.37% +2,744 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 165,436 $21.9M 2.62% +22,780 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 139,738 $18.5M 0.26% +3,851 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 133,222 $17.6M 0.34% +16,342 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 111,625 $14.8M 0.2% +31,230 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 108,528 $14.4M 0.1% +36,038 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 105,387 $13.9M 0.21% -3,489 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 93,835 $12.4M 2.73% +3,589 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 85,512 $11.3M 0.8% -1,657 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 82,317 $10.9M 0.3% +60,621 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 81,593 $10.8M 0.68% +172 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 70,000 $9.26M 1.75% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 65,194 $9.05M 0.21% +11,738 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 65,924 $8.72M 0.63% +1,360 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 59,091 $7.82M 1.63% -1,080 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 51,550 $6.82M 1.39% +1,550 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 51,396 $6.8M 2.17% -458 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 48,804 $6.46M 1.38% -735 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 47,200 $6.25M 1.35% -188 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 41,067 $5.47M 5.09% +9,174 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 36,883 $4.88M 0.46% -2,419 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 36,432 $4.82M 1.65% +6,774 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 35,474 $4.69M 0.16% -2,790 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,508 $4.23M 0.1% +10,528 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 31,912 $4.22M 0.25% +3 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 30,914 $4.09M 0.23% -488 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 30,795 $4.07M 0.35% -197 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 27,817 $3.68M 0.97% -59 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 21,969 $2.91M 0.41% +3,300 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 21,681 $2.87M 0.31% +1,932 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,474 $2.84M 0.06% +2,128 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,770 $2.75M 0.08% -37,498 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 20,477 $2.71M 0.2% -240 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 20,348 $2.69M 0.49% +360 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 18,570 $2.46M 0.17% +31 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,147 $2.4M 0.07% +319 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 17,739 $2.35M 0.31% -12,357 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,031 $2.12M 0.06% -2,361 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 15,637 $2.07M 0.22% -7,735 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 15,500 $2.05M 0.35% +649 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 15,196 $2.01M 0.17% +3,072 13F-HR Timeline Group Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 15,122 $2M 0.72% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,526 $1.66M 0.37% +317 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,359 $1.64M 1.52% -1,018 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,310 $1.63M 0.1% -2,280 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,140 $1.61M 0.24% +350 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,102 $1.47M 0.32% +1,064 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,873 $1.31M 0.31% +5 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,620 $1.14M 0.14% -98 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,366 $1.11M 0.03% -729 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,306 $1.1M 0.04% -381 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,094 $1.07M 0.57% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,902 $1.05M 0.22% +211 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,793 $1.03M 0.1% -2 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,759 $1.03M 0.36% +1,023 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,456 $987K 0.16% +3,112 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,447 $985K 0.01% -262 13F-HR Timeline Group ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 7,382 $977K 0.09% -300 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,539 $908K 0.01% +335 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,335 $838K 0.65% -19 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,036 $799K 0.44% 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 5,628 $745K 0.78% -400 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,475 $724K 0.43% -50 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,464 $723K 0.04% +324 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,348 $708K 0.17% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,880 $646K 0.05% +852 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,608 $610K 0.06% +14 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,564 $604K 0.02% -125 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,547 $602K 0.1% -74 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,456 $590K 0.36% +2,471 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,268 $565K 0.14% +15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,205 $556K 0.05% -3,366 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,114 $550K 0.35% +172 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,062 $537K 0.11% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,003 $530K 0.22% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,400 $450K 0.24% +1,650 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,350 $443K 0.02% -300 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,106 $411K 0.03% +164 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,103 $411K 0.07% +647 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,899 $384K 0.02% +894 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,700 $357K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,632 $352K 0.15% +6 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,381 $315K 0.12% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,325 $312K 0.06% -15 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,212 $307K 0.01% -571 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,255 $298K 0.11% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,253 $298K 0.03% -64 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,188 $289K 0.02% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,186 $289K 0.02% -365 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 2,135 $282K 0.27% -375 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,098 $278K 0.05% -26 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,022 $268K 0.07% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,960 $259K 0.02% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 1,944 $257K 0.24% +286 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,910 $253K 0.05% +511 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,906 $252K 0.03% -2,596 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,840 $243K 0.17% +197 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,795 $237K 0.05% +9 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,789 $237K 0.11% -14 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,712 $227K 0.09% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,701 $225K 0.02% +7 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,668 $221K 0.04% +2 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,634 $216K 0.03% +2 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,626 $215K 0.13% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,600 $212K 0.08% -223 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,583 $209K 0.1% +167 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,216 $161K 0.11% +26 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,000 $139K 0.09% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,028 $136K 0.01% +30 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,000 $134K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 797 $105K 0.06% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 764 $101K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 761 $101K 0.02% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 646 $85.5K 0.07% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 611 $80.8K 0.02% -899 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 502 $66.5K 0.03% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 493 $65.2K 0.02% -304 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 409 $54.1K 0.02% new 13F-HR Timeline Trust Co More: the full row for Trust Co 389 $51.5K <0.01% +97 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 311 $41.1K 0.02% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 230 $30.4K 0.01% +21 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $13.3K <0.01% +74 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 68 $9.08K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 58 $7.67K <0.01% -47 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 52 $6.89K <0.01% +25 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $6.88K <0.01% +22 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 52 $6.88K <0.01% -29 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 45 $5.95K <0.01% -297 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 31 $4.1K <0.01% 0 13F-HR Timeline