BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 14,305 $2.51M 0.18% +357 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 13,845 $2.5M 0.67% 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 14,180 $2.48M 2.38% 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 14,090 $2.47M 0.09% +155 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,048 $2.46M 0.62% +2,629 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 14,000 $2.45M 1.41% 0 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 13,985 $2.45M 5% 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 13,980 $2.45M 1.57% -65 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 13,939 $2.45M 1.36% +1,680 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 13,950 $2.44M 0.41% -625 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,940 $2.44M 0.12% -1,609 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 13,581 $2.43M 0.3% -193 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,873 $2.43M 0.48% +5,020 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 13,870 $2.43M 0.91% -221 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 13,819 $2.42M 0.26% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 13,798 $2.42M 0.12% +556 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,785 $2.42M 0.1% -1,090 13F-HR/A Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 13,763 $2.41M 0.09% +1,311 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 13,625 $2.39M 2.3% 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 13,617 $2.39M 0.02% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,502 $2.37M 2.11% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,498 $2.37M 0.36% -484 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 13,441 $2.36M 0.13% +1,145 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,426 $2.35M 0.3% -30 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 13,371 $2.34M 1.69% +629 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13,309 $2.33M 0.13% -1,572 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,299 $2.33M 0.05% +3,756 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,258 $2.32M 0.17% -7,755 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,177 $2.31M 0.05% +5,723 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 13,170 $2.31M 0.59% +3,811 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 13,121 $2.3M 0.24% +82 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 13,110 $2.3M 0.63% -103 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,099 $2.3M 0.21% -24 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 13,097 $2.3M 0.4% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,027 $2.28M 0.19% +1,879 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 13,000 $2.28M 0.47% +3,550 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 12,983 $2.28M 0.66% 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 12,942 $2.27M 0.53% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,939 $2.27M 0.09% +5,845 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 12,924 $2.26M 0.65% -555 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 12,907 $2.26M 1.29% +1,756 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,815 $2.25M 0.14% -675 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,846 $2.25M 0.11% -2,811 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 12,783 $2.24M 0.75% -4,456 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 12,735 $2.23M 1.21% +7,484 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,690 $2.22M 1.71% +12 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,660 $2.22M 0.02% +1,899 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 12,609 $2.21M 0.49% +2,072 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 12,544 $2.2M 1.18% +43 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 12,488 $2.19M 0.47% 0 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 12,441 $2.18M 0.15% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 12,404 $2.17M 0.84% -1,081 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,388 $2.17M 0.08% -1,915 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 12,382 $2.17M 0.24% +1,288 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,306 $2.16M 0.39% -718 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 12,301 $2.16M 0.01% -81 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,258 $2.16M 0.07% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 11,827 $2.15M 0.69% +69 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,198 $2.14M 0.31% +539 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,127 $2.13M 0.47% +582 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,111 $2.12M 0.41% 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 12,103 $2.12M 1.09% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 12,076 $2.12M 1.86% 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,000 $2.1M 0.19% 0 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 11,924 $2.09M 1.04% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,918 $2.09M 0.19% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 12,322 $2.09M 0.66% +3,827 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 11,899 $2.09M 1.24% -410 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11,897 $2.08M 1.15% +642 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11,821 $2.07M 1.44% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,809 $2.07M 0.13% +5,555 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 11,786 $2.06M 0.9% +184 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 11,767 $2.06M 0.27% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 11,718 $2.05M 1.2% +1,485 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 11,715 $2.05M 0.04% -3,525 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,655 $2.04M 0.52% -482 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 11,643 $2.04M 2.07% +480 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11,636 $2.04M 0.81% +11,273 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 11,617 $2.04M 0.2% +2,100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,606 $2.03M 0.11% +9,909 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,600 $2.03M 0.83% +520 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 11,589 $2.03M 0.21% -115 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11,573 $2.03M 1.13% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,566 $2.03M 0.15% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 11,468 $2.01M 1.1% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,432 $2M 0.58% -643 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 11,377 $1.99M 0.09% -1,480 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 11,329 $1.99M 1.31% +6,829 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 11,221 $1.97M 1.03% -175 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,082 $1.94M 0.12% +1,340 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,060 $1.94M 0.08% -177 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,018 $1.93M 0.07% +1,928 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,001 $1.93M 0.32% +2 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 10,991 $1.93M 0.03% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 10,940 $1.92M 0.86% +8 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 10,939 $1.92M 0.13% -709 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 10,935 $1.92M 0.86% -1,185 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,902 $1.91M 0.19% +1,367 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 10,842 $1.9M 0.26% +114 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,741 $1.88M 0.16% +1,061 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,658 $1.87M 0.18% -15 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,641 $1.86M 0.05% -284 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,593 $1.86M 0.02% +596 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 10,580 $1.85M 0.29% +150 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,543 $1.85M 0.68% -21,370 13F-HR/A Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,540 $1.85M 0.59% +13 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 10,499 $1.84M 0.87% +1,041 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,491 $1.84M 0.16% +692 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,461 $1.83M 0.28% +2,600 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,383 $1.82M 0.47% new 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,383 $1.82M 0.55% +1,385 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,341 $1.81M 0.94% -296 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,245 $1.8M 0.17% +2,431 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 10,189 $1.79M 0.28% +7,257 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,134 $1.78M -4,411 Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,134 $1.78M 0.47% -86 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 10,077 $1.77M 0.83% -34,815 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 10,046 $1.76M 0.31% -1,250 13F-HR/A Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 10,017 $1.76M 1.34% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,976 $1.75M 0.03% -45 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 9,941 $1.74M 0.71% -407 13F-HR Timeline Keene & Associates, Inc. More: the full row for Keene & Associates, Inc. 9,901 $1.73M 1.39% +56 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,892 $1.73M 0.21% +653 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 9,806 $1.72M 0.59% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,730 $1.7M 0.24% +434 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 9,716 $1.7M new Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,721 $1.7M 0.11% -50 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 9,667 $1.69M 0.57% -12,553 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,657 $1.69M 0.14% +7,612 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 9,500 $1.66M 0.01% new 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,499 $1.66M 0.12% -104 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,497 $1.66M 1.51% +289 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 9,457 $1.66M 0.84% 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,442 $1.65M 0.23% -4,085 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,414 $1.65M 0.04% +459 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,401 $1.65M 0.23% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 9,389 $1.65M 1.47% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,386 $1.64M 0.26% -88 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,380 $1.64M 0.03% +1,893 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 9,380 $1.64M 0.3% +2,032 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 9,371 $1.64M 0.21% +1,500 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 9,319 $1.63M 0.02% +502 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,308 $1.63M 0.65% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,291 $1.63M 0.01% +770 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,487 $1.63M 0.4% +2,259 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,241 $1.62M 0.11% +1,188 13F-HR/A Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 9,230 $1.62M 0.23% +33 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,213 $1.61M 0.08% +2,894 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 9,194 $1.61M 1.28% +1,475 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,184 $1.61M 0.35% 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 9,147 $1.6M 0.7% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 9,103 $1.6M 0.58% -820 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,121 $1.59M 0.88% -332 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 9,038 $1.58M 1.17% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 9,000 $1.58M <0.01% new 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,981 $1.57M 1.69% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,978 $1.57M 0.18% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,937 $1.57M 0.14% -105 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,915 $1.56M 0.67% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,900 $1.56M 0.05% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 8,835 $1.55M 1.03% +1,918 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,816 $1.54M 0.02% -68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 8,789 $1.54M 0.72% +1,046 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,779 $1.54M 0.09% -87 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 8,778 $1.54M 0.57% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,707 $1.53M 0.77% +200 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,623 $1.51M 0.03% +875 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,573 $1.5M 0.13% -12,718 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,570 $1.5M 0.12% new 13F-HR/A Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 8,521 $1.49M 0.27% -4,589 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 8,500 $1.49M 0.01% +5,000 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,484 $1.49M 0.09% +956 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,456 $1.48M <0.01% -1,031 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,452 $1.48M 0.23% +5,513 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,449 $1.48M 0.55% -128 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,440 $1.48M 0.22% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,438 $1.48M 0.06% +1,414 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,136 $1.47M 0.12% -51,616 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,404 $1.47M 0.44% new 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 8,400 $1.47M 0.29% new 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 8,373 $1.47M 0.07% +53 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 8,360 $1.46M 0.79% 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,315 $1.46M 0.5% -512 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,325 $1.46M 0.49% -2,695 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,296 $1.45M 0.01% -4,385 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,294 $1.45M 1.25% 13F-HR Timeline Parallax Volatility Advisers, L.P. 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