ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 273,308 $66M 1.51% -6,684 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 82,860 $20M 0.27% -1,351 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 67,908 $16.4M 0.43% +3,340 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 51,469 $12.4M 0.74% +6,100 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 50,441 $12.2M 0.83% -8,855 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 46,362 $11.2M 3.35% -13,127 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 32,833 $7.92M 3.82% -1,124 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 23,729 $5.73M 0.42% +508 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,090 $5.09M 0.04% +790 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 17,435 $4.23M 1.89% 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 17,449 $4.21M 0.99% -17,309 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,249 $3.44M 0.1% +8,509 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 13,795 $3.33M 1.29% +35 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 11,047 $2.67M 0.96% new 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 10,607 $2.56M 0.08% -2,761 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,265 $2.48M 0.05% +331 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 9,591 $2.31M 0.13% +301 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,128 $2.31M 0.43% -6,632 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,513 $2.05M 0.13% -68 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,823 $1.91M 0.05% +2,839 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,884 $1.9M 0.41% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,108 $1.72M 0.49% +927 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,879 $1.66M 0.06% -103 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,665 $1.61M 0.02% +238 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 6,172 $1.49M 0.56% +934 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,814 $1.4M 0.15% -206 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,412 $1.31M 0.13% +103 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 5,292 $1.28M 0.74% +2,638 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,000 $1.21M 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,774 $1.15M 0.38% +1,159 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,306 $1.04M 0.25% +70 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,022 $971K 0.23% +87 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,500 $845K 0.55% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,100 $748K 0.53% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,881 $695K 0.14% +901 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,618 $632K 0.23% +24 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,549 $615K 0.02% +191 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,461 $594K 0.31% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,422 $584K 0.04% -163 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,389 $577K 0.38% -102 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,973 $476K 0.04% +365 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,928 $465K 0.28% -171 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,917 $463K 0.01% +823 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,864 $450K 0.27% -15 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,564 $377K 0.1% -2,564 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,535 $370K 0.1% -2,397 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 1,533 $370K 0.19% +137 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,456 $351K 0.24% -109 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,403 $339K 0.02% -20 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,220 $294K 0.14% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,212 $292K 0.03% +56 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,138 $287K 0.04% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,128 $272K 0.02% -403 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,128 $272K 0.01% -291 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,085 $262K 0.03% +236 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,008 $243K 0.01% +19 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 975 $235K 0.04% +231 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 922 $225K 0.01% -1,367 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 893 $216K 0.04% +2 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 871 $210K 0.16% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 847 $209K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 763 $184K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 627 $151K 0.01% -151 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 600 $145K 0.02% -5,410 13F-HR Timeline CX Institutional More: the full row for CX Institutional 527 $127K <0.01% +465 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 521 $126K 0.01% +24 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 409 $98.7K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 35,278 $70.4K 0.01% +35,130 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 263 $63.6K 0.04% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $48.3K 0.02% -2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 158 $38.1K <0.01% +7 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 145 $35K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 145 $35K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 142 $34.3K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 111 $26.8K <0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 50 $12.1K 0.01% -13 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 49 $11.8K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 49 $11.6K 0.01% +8 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 40 $9.85K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 40 $9.65K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 30 $7.24K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30 $7.24K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 30 $7.24K <0.01% +2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $2.41K <0.01% -2 13F-HR Timeline