Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,178 $2.58M 0.14% -250 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 14,166 $2.57M 0.68% +447 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,140 $2.57M 2.07% -98 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 762 $2.55M 1.02% -14,747 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 13,981 $2.54M 4.19% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 14,205 $2.54M 0.45% +386 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 13,946 $2.53M 1.56% -663 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 13,931 $2.53M 2.25% -960 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 13,871 $2.52M 0.35% -738 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 13,831 $2.51M 0.37% -192 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 13,798 $2.51M 0.12% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,741 $2.5M 0.16% +8,336 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 13,732 $2.5M 0.58% -204 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 13,698 $2.49M 0.31% -383 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 13,658 $2.48M 1.94% -629 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,615 $2.47M 0.2% -4,481 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 13,611 $2.47M 0.74% +3,295 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 13,569 $2.47M 0.88% -318 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,546 $2.46M 0.4% +1,046 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,493 $2.45M 0.03% +3,832 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,467 $2.45M 0.23% -1,190 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 13,455 $2.45M 1.31% -167 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13,157 $2.42M 0.52% +3,049 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 13,103 $2.41M 0.44% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,224 $2.4M 0.29% +110 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13,218 $2.4M 0.54% -24,919 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13,216 $2.4M 0.13% -704 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 13,052 $2.37M 1.8% +31 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 12,991 $2.36M 0.22% +429 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,568 $2.36M 0.07% +134 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,917 $2.35M 0.22% +121 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 12,911 $2.35M 0.77% -1,136 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,899 $2.34M 0.03% +2,450 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 12,856 $2.34M 1.32% +257 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 12,846 $2.33M 0.63% -359 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 12,803 $2.33M 0.87% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,799 $2.33M 0.18% -17,762 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 12,730 $2.31M 0.09% -739 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 12,655 $2.3M 1.13% +51 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 12,547 $2.28M 0.23% -471 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 12,500 $2.27M 0.01% new 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 12,488 $2.27M 0.51% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,476 $2.27M 0.96% +1,100 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 12,455 $2.26M 1.21% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,421 $2.26M 0.76% +40 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,410 $2.25M 0.11% -112 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,403 $2.25M 0.1% +569 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,369 $2.25M 1.27% +569 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 12,262 $2.24M 0.05% -74,401 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,305 $2.24M 0.55% +804 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,269 $2.23M 1.69% -649 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,259 $2.23M 0.12% +9,873 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 12,246 $2.23M 0.58% -733 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 11,846 $2.22M 2.09% +435 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 12,199 $2.22M 0.15% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 12,176 $2.21M 0.74% -117 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,125 $2.2M 0.2% +7,022 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 12,086 $2.2M 0.17% +422 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 12,084 $2.2M 1.58% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,069 $2.19M 0.29% +874 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,059 $2.19M 0.04% +2,033 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,000 $2.18M 0.18% 0 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,968 $2.18M 0.16% -2,153 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,965 $2.17M 0.06% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 11,894 $2.16M 0.3% +2,396 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,880 $2.16M 0.01% +463 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 11,775 $2.14M 1.37% -7,155 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,763 $2.14M 0.08% +371 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 11,758 $2.14M 0.57% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,740 $2.13M 0.83% -168 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,731 $2.13M 0.63% -881 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,668 $2.12M 0.93% +2,290 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 12,060 $2.09M 0.25% -1,064 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,492 $2.09M 2.08% -506 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,490 $2.09M 0.46% +6,196 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 11,468 $2.08M 0.96% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,460 $2.08M 0.19% -107,491 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 11,399 $2.07M 0.07% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,380 $2.07M 0.53% -10 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 11,371 $2.07M 1.49% +4,289 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,363 $2.06M 0.07% +2 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 11,356 $2.06M 0.08% +86 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 11,264 $2.06M 0.91% +1,441 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,261 $2.05M 0.01% +4,342 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 11,240 $2.04M 0.36% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 11,235 $2.04M 2.3% +2,609 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 11,226 $2.04M 0.15% +880 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 11,180 $2.03M 0.3% +680 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 11,128 $2.02M 0.27% +319 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,125 $2.02M 0.14% -435 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 11,120 $2.02M 0.73% -660 13F-HR/A Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 10,919 $1.98M 0.88% -327 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,897 $1.98M 0.07% -14,873 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 10,896 $1.98M 0.12% -7,584 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,889 $1.98M 0.35% -1,681 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10,832 $1.97M 1.05% -4,048 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 10,819 $1.97M 0.81% +269 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 10,789 $1.96M 1.37% +27 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,716 $1.95M 0.08% +2,933 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 10,544 $1.94M 1.25% +1,392 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,661 $1.94M 0.14% +3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,641 $1.93M 0.04% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,455 $1.92M 0.38% -1,242 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 10,561 $1.92M 0.11% +394 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,507 $1.91M 0.11% +1,400 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,486 $1.91M 0.3% +6,787 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,486 $1.91M 0.55% +35 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,451 $1.9M 0.07% -2,045 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,451 $1.9M 0.03% -107 13F-HR/A Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 10,405 $1.89M 0.05% -3,440 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,394 $1.89M 0.29% +2 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,379 $1.89M 0.18% -1,618 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,375 $1.89M 0.9% +15 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,359 $1.88M 0.03% -144,647 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,234 $1.86M 0.17% +125 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,215 $1.86M 1.37% +87 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,180 $1.85M 0.26% -72,136 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,142 $1.84M 0.76% +1,940 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 10,131 $1.84M 0.97% -5,740 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,120 $1.84M 1.47% +3,142 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,117 $1.84M 0.22% +1,609 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,491 $1.84M 0.16% +436 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,105 $1.84M 0.06% +4,083 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 10,008 $1.82M 1.14% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,961 $1.81M 0.14% +2,963 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 9,940 $1.81M 0.71% -185 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,933 $1.81M 0.01% +554 13F-HR/A Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,916 $1.8M 0.05% +1,557 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,905 $1.8M 1% +940 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 9,900 $1.8M 0.69% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,885 $1.8M 1.12% +135 13F-HR/A Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 9,834 $1.79M 0.61% +8,617 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 9,832 $1.79M 0.86% -1,163 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,800 $1.78M 1.46% +173 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,793 $1.78M 0.17% +38 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,777 $1.78M 0.09% -1,091 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 9,745 $1.77M 1.47% 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 9,663 $1.76M 1.25% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,636 $1.75M 0.45% +930 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,590 $1.74M 0.1% -1,178 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,550 $1.74M 0.06% -8,012 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,522 $1.73M 0.44% -100 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,515 $1.73M 0.1% -2,193 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,473 $1.72M 0.21% +72 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,438 $1.72M 0.57% +110 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 9,357 $1.71M 2.44% 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,407 $1.71M 0.12% -180 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,404 $1.71M 0.03% -61 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 9,397 $1.71M 1.79% +1,692 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,386 $1.71M 0.13% -4,751 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 9,373 $1.7M 0.84% -3,864 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 9,371 $1.7M 1.24% -4,273 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,401 $1.7M 0.11% -325 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,329 $1.7M 0.1% -141 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,259 $1.68M 0.01% -88 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,219 $1.68M 0.07% -926 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 9,163 $1.67M 1.16% -3 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,142 $1.66M 0.05% -3,370 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,108 $1.66M 0.04% +6,028 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 9,076 $1.65M 0.06% +8,091 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,060 $1.65M 0.11% +378 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 9,025 $1.64M 0.59% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,025 $1.64M 0.03% -189 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 8,977 $1.63M 0.22% -492 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 8,906 $1.62M 1% -177 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,895 $1.62M 0.1% +541 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 8,891 $1.62M 1.25% -92,465 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,873 $1.61M 0.6% -42 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 8,870 $1.61M 0.71% -64 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,777 $1.6M 0.38% -15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 8,654 $1.59M 0.16% +745 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,707 $1.58M 0.02% +1,107 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,702 $1.58M 0.04% -361 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 8,606 $1.56M 0.56% +213 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,561 $1.56M 0.25% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,500 $1.54M 0.25% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,483 $1.54M 0.11% -2,867 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 8,466 $1.53M 0.74% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,420 $1.53M 0.02% -14 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,376 $1.52M 0.45% +1,555 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,350 $1.52M 0.06% -2,206 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 8,307 $1.51M 0.28% +231 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 8,289 $1.51M 1.33% -403 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,286 $1.51M 0.99% +632 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,273 $1.5M 0.08% -459 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,254 $1.5M 0.73% -153 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,245 $1.5M 0.47% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,227 $1.5M 0.12% +71 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,192 $1.49M 0.19% -1,381 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 8,189 $1.49M 0.12% -2,990 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,159 $1.48M 0.06% -278 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,147 $1.48M 0.51% -178 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,146 $1.48M 0.01% +642 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,078 $1.47M 0.48% +2,006 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,063 $1.47M 0.17% +4,632 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 8,054 $1.46M 1.04% +96 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,039 $1.46M 0.06% +328 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 7,877 $1.45M 0.7% -330 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 7,830 $1.45M 0.64% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,956 $1.45M 0.31% +234 13F-HR Timeline