CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 629,789 $72.5M 0.47% -20,565 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 194,527 $22.4M 1.27% +2,649 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,111 $1.51M 0.05% -343 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,800 $897K 0.02% +99 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,512 $864K 0.19% +167 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,293 $827K 0.01% -20 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,608 $765K 0.02% +1,367 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,627 $762K 0.01% +696 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 5,215 $600K 0.55% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,051 $466K 0.12% -99 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,640 $419K 0.09% -4,004 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,409 $392K 0.08% -24,312 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,138 $361K 0.28% +1,421 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,517 $290K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,341 $271K 0.01% +832 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,331 $268K 0.02% -528 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,313 $266K 0.03% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,945 $224K 0.06% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,830 $211K 0.04% +15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 711 $81.8K <0.01% -67 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 509 $58.7K <0.01% +8 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 392 $45.1K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 282 $32.4K 0.01% -15 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 240 $27.6K 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 204 $23.5K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 169 $19.4K <0.01% +23 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 87 $10K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 78 $8.97K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 60 $6.9K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $4.37K <0.01% +6 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 34 $3.91K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 18 $2.07K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9 $1.04K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $805 <0.01% +3 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $116 <0.01% new 13F-HR Timeline