WESBANCO BANK INC More: the full row for WESBANCO BANK INC 32,647 $1.01M 0.03% -1,131 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 32,530 $1.01M 0.03% -16,922 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 32,294 $1000K 0.44% -2,771 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 32,292 $1000K 0.14% -300 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 32,240 $998K 0.35% -813 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 32,182 $996K 0.55% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 32,178 $996K 0.05% -741 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 32,100 $994K 0.04% -9,716 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 32,059 $993K 0.31% +3,817 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 32,036 $992K 0.02% -1,625 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 31,992 $990K 0.03% +20,273 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 31,915 $988K 0.09% +374 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 31,680 $981K 0.28% +8,690 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 31,589 $978K 0.44% +5,990 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 31,433 $973K 0.03% +11,891 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 31,421 $973K 0.48% +9,421 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 31,404 $972K 0.06% +14,035 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 31,273 $968K 0.01% +2,115 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 31,248 $967K 0.3% +525 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 31,159 $965K 0.22% +17,213 13F-HR/A Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 31,040 $961K 0.63% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,752 $952K <0.01% +17,800 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 30,649 $949K 0.51% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30,630 $948K 0.03% -23,368 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 30,565 $946K 0.24% +8,055 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 30,555 $946K 0.69% -1,433 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 30,376 $940K 0.06% -12,760 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 30,358 $940K 0.01% -38,911 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 30,267 $937K 0.07% +4,317 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,261 $937K 0.02% -8,231 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 29,778 $931K 0.22% +13,970 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 30,044 $930K 0.26% -3,527 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,951 $927K 0.03% +11,500 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,432 $911K 0.08% -671 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,414 $911K 0.01% -1,296 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 29,145 $902K 0.23% +34 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 29,137 $902K 0.06% -50 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 29,100 $901K 0.44% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 28,828 $893K 0.18% +3,457 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 28,769 $891K 0.01% +1,842 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 28,164 $891K 0.06% +369 13F-HR Timeline Group Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 28,578 $885K 0.66% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,492 $882K 0.03% -20,021 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 28,388 $879K 0.17% +945 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28,131 $871K 0.17% +9,223 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28,104 $870K 0.02% -2,901 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 28,102 $870K 0.62% +3,071 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 28,093 $870K 0.06% +4,451 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 28,092 $870K 0.73% +327 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 27,933 $865K 0.02% +4,500 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 27,518 $852K 0.1% +2,071 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 27,501 $851K 0.49% -4,670 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 27,479 $851K 0.06% -423 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 27,000 $836K 0.15% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 26,937 $834K 0.07% -1,469 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 26,803 $830K 0.73% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26,719 $827K 0.05% +542 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 26,158 $823K 0.01% -5,367 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 26,389 $817K 0.51% +1,791 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 26,163 $810K 0.01% -475 13F-HR/A Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 26,071 $807K 0.8% +3,333 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 25,909 $802K 0.04% -1,145 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 25,882 $801K 0.4% +4,520 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 25,848 $800K <0.01% -164 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 25,147 $795K 0.19% -227 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 25,677 $795K 0.32% +4,190 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 25,500 $789K 0.02% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 25,494 $789K 0.27% -4,064 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 25,448 $788K <0.01% +12,150 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 25,437 $788K 0.25% -11,046 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 25,219 $781K 0.1% -3,485 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 25,065 $776K 0.2% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 25,036 $775K 0.54% +712 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24,961 $773K 0.22% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 24,903 $771K 0.27% +980 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 24,805 $768K 0.05% +89 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 24,274 $752K 0.29% +1,638 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,121 $749K 0.01% -3,894 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 24,090 $746K <0.01% +950 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 24,008 $743K 0.23% -111,752 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 23,844 $738K 0.01% -2,000 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 23,683 $733K 0.13% +181 13F-HR Timeline Busey Bank More: the full row for Busey Bank 23,575 $730K 0.02% -606 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 23,453 $726K 0.08% -75 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 23,056 $714K 0.16% +472 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 23,028 $713K 0.03% -144 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 22,860 $708K 0.01% +1,000 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 22,854 $708K 0.3% -20,558 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22,849 $707K 0.13% +20,000 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,789 $706K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22,676 $702K 0.02% -10,360 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 22,650 $701K 0.05% +2,500 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 22,604 $700K 0.74% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 22,553 $698K 0.12% +338 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 22,490 $696K 0.07% -185 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 22,291 $690K 0.04% -539 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 22,180 $687K 0.08% +1,514 13F-HR Timeline City State Bank More: the full row for City State Bank 22,165 $686K 0.19% +1,000 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 22,110 $685K 0.02% +7,530 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 21,661 $671K 0.24% +45 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 21,608 $669K 0.29% -188 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,603 $669K 0.02% +1,177 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,591 $668K <0.01% +5,431 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21,590 $668K 0.18% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 21,525 $666K 0.16% +3,535 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 21,234 $657K 0.17% +1,379 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 21,144 $655K 0.53% -257 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 21,119 $654K 0.17% +2,438 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 21,005 $650K 0.18% +713 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 20,996 $650K 0.28% -818 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 21,000 $650K 0.26% 0 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 20,900 $647K 0.54% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,893 $647K 0.06% +202 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,891 $647K 0.02% -64 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 20,835 $645K 0.48% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 20,827 $645K 0.05% +4,140 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 20,727 $642K 0.21% +2,969 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 20,374 $631K 0.02% +323 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,234 $626K 0.05% -257 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 20,171 $624K <0.01% -1,124 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 20,147 $624K 0.24% -25 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,131 $623K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20,114 $623K 0.15% +6,754 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 19,774 $622K 0.45% -614 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 20,042 $620K 0.36% +5 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,947 $618K 0.02% -200 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 19,944 $617K 0.5% -1,400 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 19,782 $613K 0.14% -9,506 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,677 $609K 0.13% +600 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 19,398 $601K 0.34% +2,250 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 19,233 $595K 0.2% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 19,080 $591K 0.05% +351 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 18,928 $586K 0.18% +61 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 18,745 $580K 0.62% 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 18,740 $580K 0.57% 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 18,688 $579K 0.31% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 18,612 $576K 0.01% 0 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 18,600 $576K 0.05% +1,700 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 18,328 $567K 0.2% +4,068 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,161 $562K <0.01% -4,255 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,118 $561K 0.04% -48 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,095 $560K <0.01% +350 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,992 $557K 0.03% +3,435 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 17,878 $554K 0.34% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 17,734 $549K 0.13% -65,518 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 17,363 $549K 0.14% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 17,500 $542K 0.02% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 17,435 $540K 0.18% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 17,057 $540K 0.03% -2,488 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 17,335 $537K 0.02% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,297 $536K 0.04% -4,629 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,271 $535K 0.07% -10,502 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 17,256 $534K 0.56% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,246 $534K 0.04% -432 13F-HR/A Timeline JT Stratford LLC More: the full row for JT Stratford LLC 17,210 $533K 0.07% -94,346 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17,107 $530K 0.06% -2,870 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 17,052 $528K 0.33% +4,546 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,034 $527K 0.01% +1,445 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 16,723 $518K 0.1% -1,382 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 16,666 $516K <0.01% -2,731 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 16,620 $515K 0.19% +400 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,532 $512K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,200 $509K 0.05% +1,407 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 16,300 $505K 0.03% +309 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,269 $504K 0.07% +1,639 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,100 $498K 0.02% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 16,087 $498K 0.03% +1,919 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 16,047 $497K 0.04% -1,722 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 16,010 $496K 0.07% +164 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,002 $495K 0.06% -1,519 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 15,987 $495K 0.04% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,921 $493K 0.01% +12,728 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 15,900 $492K <0.01% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,824 $490K 0.02% -2,015 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,822 $490K 0.04% new 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 15,790 $489K 0.27% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 15,739 $487K 0.01% 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,719 $487K <0.01% 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,420 $485K 0.01% -3,997 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 15,586 $483K 0.17% -877 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,592 $483K 0.01% -809 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 15,592 $483K 0.14% -3,948 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 15,576 $482K 0.5% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,552 $481K 0.01% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 15,475 $479K +1,862 Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 15,395 $477K 0.56% -965 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 15,359 $476K 0.28% -10,964 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 14,940 $473K 0.18% +2,932 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,253 $472K 0.01% -332 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,137 $469K 0.1% +5,000 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,018 $465K 0.03% -42,577 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,013 $465K 0.01% -34,391 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 14,991 $464K 0.08% -131 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 14,968 $463K 0.2% -59 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 14,853 $460K 0.21% -2,606 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,743 $456K 0.01% +400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,339 $453K 0.13% +197 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 14,597 $452K 0.34% -36,511 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,338 $444K 0.02% -660 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,306 $443K 0.02% -27 13F-HR Timeline