MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 96,407 $8.42M 0.81% +39,220 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 96,349 $8.41M 0.21% +18,670 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 95,309 $8.32M 6.49% +14,433 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 92,825 $8.1M 0.35% +19,945 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 92,601 $8.08M 0.3% +59,909 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 91,763 $8.01M 3.62% -792 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 91,552 $7.99M 2.17% -15,175 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 91,022 $7.95M 0.06% -154,228 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 90,426 $7.9M 2.59% -800 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 90,166 $7.87M 6.32% -399 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 89,967 $7.85M 1.1% +4,244 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 89,925 $7.85M 4.15% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 89,615 $7.83M 0.01% +1,187 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 89,600 $7.82M 0.06% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 89,598 $7.82M 0.01% +2,223 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 89,496 $7.81M 0.03% +150 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 89,165 $7.78M 5.82% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 89,028 $7.77M +7,562 Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 88,644 $7.74M 2.14% -31,334 13F-HR/A Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 88,591 $7.73M 1.69% +4,107 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 87,273 $7.62M 0.05% -1,104 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 87,067 $7.6M 0.58% +30,431 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 86,150 $7.52M 0.5% -270 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 84,635 $7.46M 4.84% +101 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 85,097 $7.43M 4.04% +22,814 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 85,040 $7.42M 0.08% -49,895 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 84,644 $7.39M 0.15% +24,919 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 83,746 $7.37M 1.13% -10,189 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 83,402 $7.35M +15,655 Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 84,115 $7.34M 1.51% -931 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 83,891 $7.32M 1.47% -1,959 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 83,848 $7.32M 1.07% +8,759 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 83,736 $7.31M 1.57% -2,220 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 83,525 $7.29M 2.12% +5,496 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 83,222 $7.27M 3.24% +344 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 83,200 $7.26M 0.76% +215 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 82,466 $7.2M 1.93% +15,920 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 81,450 $7.2M 0.39% -2,303 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 81,839 $7.15M 0.33% +13,361 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 81,522 $7.12M 0.89% +1,499 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 81,444 $7.11M 0.27% +11,853 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 81,294 $7.1M 0.48% -2,073 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 81,216 $7.09M 0.14% +2,798 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 81,179 $7.09M 0.89% +666 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 80,568 $7.03M 6.94% +2,695 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 80,385 $7.02M 5.86% -32,051 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 79,746 $6.96M 0.1% -452 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 79,531 $6.94M 0.15% +12,711 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 79,441 $6.94M 0.33% -6,088 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 77,930 $6.8M 1.35% +30,610 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 77,800 $6.79M 2.13% +12,334 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 76,498 $6.68M 2.24% -5,292 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 76,478 $6.68M 2.17% +3,806 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 76,230 $6.66M 1.32% +194 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 75,366 $6.58M 0.52% +940 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 74,870 $6.54M 0.72% -4,087 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 74,666 $6.52M 0.16% -8,999 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 74,601 $6.51M 1.36% +17,660 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 74,218 $6.48M 1.72% +575 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 73,964 $6.46M 0.57% -3,540 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 73,595 $6.43M 1.4% +2,487 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 72,750 $6.41M 1.92% -39,785 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 72,378 $6.39M 3.71% +8,533 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 72,881 $6.36M 0.61% -15 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 71,574 $6.35M 0.47% +4,311 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 72,240 $6.31M 0.59% +2,346 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 72,106 $6.3M 1.84% -24,485 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 72,048 $6.29M 2.17% -163,145 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 72,013 $6.29M 0.87% +4,766 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 71,400 $6.23M 0.02% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 70,584 $6.16M 1.35% -86 13F-HR/A Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 70,442 $6.15M 0.97% +11,803 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 70,347 $6.14M 0.32% +3,393 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 70,344 $6.14M 0.01% +9,219 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 70,032 $6.11M <0.01% +429 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 69,817 $6.1M 4.87% -4,901 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 69,699 $6.09M 0.61% -1,569 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 69,227 $6.04M 0.21% +736 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 68,874 $6.01M 1.27% +18,165 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 68,857 $6.01M 0.8% -383 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 68,836 $6.01M 0.47% -1,000 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 68,616 $5.99M 2.14% +1,265 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 68,442 $5.98M 0.32% -2,971 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 68,146 $5.95M 2.11% +4,271 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 67,962 $5.94M 2.45% +2,233 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 67,521 $5.9M 2.49% -1,162 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 67,041 $5.85M 2.04% -2,474 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 67,004 $5.85M 0.1% +1,018 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 66,912 $5.84M 0.59% -1,397 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66,557 $5.81M 0.48% +591 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 66,345 $5.79M 0.49% +1,637 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 66,343 $5.79M 0.06% +52,446 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 66,252 $5.78M 0.71% -142,069 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 65,436 $5.71M 1.85% +4,290 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 65,329 $5.7M 2.71% -52,595 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 65,323 $5.7M 2.26% -23 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 65,227 $5.7M 1.82% +8,189 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 65,181 $5.69M 2.01% +17,717 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 64,885 $5.67M 0.83% +4,379 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 64,814 $5.66M 0.36% +1,515 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 64,060 $5.59M 0.26% -49,939 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 64,048 $5.59M 0.21% +26 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 63,786 $5.57M 3.57% -309 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 63,314 $5.53M 0.99% +83 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 63,040 $5.5M 0.75% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 62,980 $5.5M 0.4% +2,292 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 62,973 $5.5M 0.47% +911 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 62,958 $5.5M 0.15% +7,985 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 62,425 $5.45M 1.92% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 62,344 $5.44M 0.07% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 62,135 $5.43M 0.36% -696 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 62,128 $5.42M 0.19% +4,340 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 62,094 $5.42M 0.57% -51,705 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 61,992 $5.41M 1.91% -259 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 61,942 $5.41M 0.2% +27,427 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 61,909 $5.41M +9,536 Timeline ADE, LLC More: the full row for ADE, LLC 61,882 $5.4M 2.73% +388 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 61,698 $5.39M 0.76% -3,205 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 61,126 $5.38M 0.6% +1,002 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 60,985 $5.32M 0.35% +48,725 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 60,775 $5.31M 0.47% +1,936 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 60,710 $5.3M 0.08% +17,269 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 60,496 $5.28M 0.27% -500 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 60,409 $5.27M 0.29% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 58,809 $5.22M 0.95% -136 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 59,043 $5.16M 1.98% +2,848 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 58,984 $5.15M 0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 58,912 $5.14M 0.73% -2,005 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 58,060 $5.07M 0.7% -3,287 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 57,898 $5.06M 0.25% -306 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 57,679 $5.04M 0.06% -7,519 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 56,844 $5.02M 0.03% +29,472 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 57,196 $4.99M 1.53% +11,330 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 57,130 $4.99M 0.3% -376 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 57,111 $4.99M 1.22% +5,368 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 56,507 $4.93M 0.16% +10,048 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 56,310 $4.92M 2.23% -168 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 56,301 $4.92M 1.17% -664 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 56,181 $4.91M 2.07% -6,419 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 56,033 $4.89M 0.45% -23 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 55,904 $4.88M 3.57% +19,448 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 55,761 $4.87M 0.33% +3,557 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 55,644 $4.86M 2.17% +10,851 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 55,315 $4.83M 1.83% -509 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 55,255 $4.82M 2.57% +21,194 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 55,100 $4.81M 0.16% -1,831 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 55,092 $4.81M 4.09% -240 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 54,770 $4.78M 0.34% -3,344 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 54,631 $4.77M 0.49% -2,529 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 54,568 $4.76M 1.36% +5,129 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 54,488 $4.76M 1.19% -2,303 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 54,308 $4.74M 1.28% -1,020 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 54,272 $4.74M 3.82% -1,956 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 54,045 $4.72M 0.15% +7,041 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 53,823 $4.7M 3.14% +3,237 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 53,578 $4.68M 0.06% +2,314 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 53,377 $4.66M 1.29% -18,236 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 53,163 $4.64M 1.12% -633 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 53,072 $4.63M 2.86% -354 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 53,043 $4.63M 0.22% +1,058 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 52,849 $4.61M 0.13% +566 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 52,536 $4.59M 0.53% -1,067 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 52,503 $4.58M 1.24% +47,600 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 52,481 $4.58M 0.45% -1,977 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 52,223 $4.56M 1.73% +30,467 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 52,223 $4.54M 0.07% +57 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 51,837 $4.53M 0.46% +15,325 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 51,711 $4.51M 3.28% +2,048 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 51,821 $4.5M 0.01% -219,270 13F-HR Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 51,568 $4.5M 1.62% +249 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 51,536 $4.5M 2.05% +20,319 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 51,427 $4.49M -1,674 Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 51,277 $4.48M 2.17% +15,652 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50,846 $4.44M 0.1% +580 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 50,661 $4.42M 0.3% -258 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 50,623 $4.42M 2.01% +99 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 50,602 $4.42M 2.09% -2,523 13F-HR Timeline PMG Wealth Management, Inc. 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