WESBANCO BANK INC More: the full row for WESBANCO BANK INC 35,518 $24.4M 0.61% +1,923 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 35,458 $24.4M 3.94% +29,044 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 35,453 $24.3M 0.87% -962 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 35,372 $24.3M 15.21% +395 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 35,322 $24.3M 8.86% +6,140 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 35,299 $24.2M 0.43% 0 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 35,078 $24.1M 5.42% +778 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 34,985 $24M 7.83% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 34,877 $24M 6.8% +3,917 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 34,813 $23.9M 0.56% +1,314 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 34,766 $23.9M 11.27% +69 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 34,724 $23.8M 0.29% -641 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 34,956 $23.8M 2.09% +1,759 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 34,551 $23.7M 7.64% +3,748 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 34,498 $23.7M 14.86% -797 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 34,342 $23.6M 0.04% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 34,333 $23.6M 2.28% -856 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 34,081 $23.4M 3.01% -118 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 33,766 $23.2M 2.5% +35 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 33,585 $23.1M 6.23% -639 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 33,505 $23M 3.46% -37,230 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 33,455 $23M 0.65% +314 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 33,421 $23M 0.21% +8,728 13F-HR Timeline Group Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 33,325 $22.9M 10.4% +455 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 33,307 $22.9M 4.54% -777 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 33,257 $22.8M 18.71% -1,035 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 33,134 $22.8M 2.52% +2,620 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 33,095 $22.7M 6.2% -105 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 33,029 $22.7M 5.9% +30 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 33,019 $22.7M 9.27% -2,115 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 32,979 $22.7M 10.7% +32,979 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 32,914 $22.6M 1.26% +4,211 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 32,880 $22.6M 2.86% +9,892 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 32,873 $22.6M 2.64% +3,397 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 32,803 $22.5M 3.01% +48 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,752 $22.5M 2.29% +141 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 32,714 $22.5M 1.82% -3,976 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 32,596 $22.4M 0.45% -1,515 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 32,492 $22.3M 0.69% -9,100 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 32,472 $22.3M 20.91% +5,567 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 32,441 $22.3M 14.31% -254 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 32,338 $22.2M 1.52% +1,134 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 32,325 $22.2M 0.69% -439 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 32,290 $22.2M 16.35% +14,532 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,261 $22.2M 0.47% +2,900 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 32,210 $22.1M 0.98% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 32,167 $22.1M 3.38% +133 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 32,134 $22.1M 1.79% +5,410 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 31,900 $21.9M 9.62% +2,900 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31,884 $21.9M 1% +726 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 31,862 $21.9M 1.46% +2,172 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 31,788 $21.8M 4.67% +15 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 31,888 $21.8M 2.6% +23 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 31,620 $21.7M 1.77% +1,165 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 31,522 $21.6M 8.16% -1,068 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 31,454 $21.6M 0.28% +4,699 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 31,379 $21.6M 0.58% +213 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 31,265 $21.5M 6.28% +52 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 31,141 $21.4M 9.78% +162 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 31,097 $21.4M 2.3% -142 13F-HR Timeline 1888 Investments, LLC More: the full row for 1888 Investments, LLC 31,060 $21.3M 37.79% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 31,058 $21.3M 8.64% +7,260 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 30,994 $21.3M 14.32% +1,146 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 30,805 $21.2M 2.19% +2,201 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,771 $21.1M 0.23% +1,485 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 30,711 $21.1M 1.35% +1,387 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 30,642 $21M 7.1% +13,016 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 30,562 $21M 0.78% +5,006 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 30,466 $20.9M 8.99% +910 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 30,433 $20.9M 1.77% +481 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 30,346 $20.8M 15.95% +1,079 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 30,316 $20.8M 3.24% +5,211 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 30,198 $20.7M 3.46% +894 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 30,176 $20.7M 1.67% +1,913 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 30,110 $20.7M 4.37% +5,930 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 30,059 $20.6M 1.01% -6 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 30,008 $20.6M 0.56% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 29,953 $20.6M 2.89% +744 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 40,428 $20.5M 17.51% +10,592 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 29,840 $20.5M 7.35% -2,849 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 29,750 $20.4M 5.47% -2,721 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 29,749 $20.4M 3.45% +1,455 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 29,717 $20.4M 10.22% +447 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 29,552 $20.3M 4.75% +23 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 29,495 $20.3M 1.31% +1,212 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 29,477 $20.2M 2.5% -1,453 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 29,388 $20.2M 1.16% +4,863 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 29,303 $20.1M 0.17% -228 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,290 $20.1M 0.66% +2,229 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 29,266 $20.1M 12.54% -281 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 29,134 $20M 0.01% +4,890 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 29,125 $20M 0.07% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29,123 $20M 0.77% +221 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 29,036 $19.9M 4.95% -220 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 28,944 $19.9M 0.29% +2,050 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 340,560 $19.9M 6.78% +39,737 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 28,909 $19.9M 11.53% +1,845 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 28,895 $19.8M 0.74% +3,144 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 28,818 $19.8M 1.11% -3,578 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 28,810 $19.8M 24.72% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 28,774 $19.8M 0.53% +2,736 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 28,690 $19.7M 0.09% -35,805 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Odyssey Group, LLC More: the full row for Odyssey Group, LLC 28,646 $19.7M 5.33% 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 28,612 $19.7M 1.77% new 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 28,607 $19.6M 2.26% +2,891 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 28,604 $19.6M 3.27% +6,616 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 28,507 $19.6M 4.7% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28,507 $19.5M 1.17% +3,527 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 28,421 $19.5M 2.11% -616 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 28,397 $19.5M 10.99% -646 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 28,344 $19.5M 1.23% -1,994 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 28,271 $19.4M 1.81% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 28,219 $19.4M 11.96% +6,391 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 28,143 $19.3M 12.98% +419 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 28,141 $19.3M 1.43% +339 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 28,110 $19.3M 13.85% +1,150 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,084 $19.3M 0.5% -5 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 28,069 $19.3M 0.27% +418 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 28,062 $19.3M 1.66% +18,527 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 28,035 $19.3M 6.49% -547 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,030 $19.3M 0.01% -100 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 27,918 $19.2M 12.93% +16,495 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 27,890 $19.2M 7.08% -474 13F-HR/A Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 27,812 $19.1M 5.99% +15,838 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 27,796 $19.1M 7.67% +1,765 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 27,598 $19M 4.01% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 27,559 $18.9M 1.94% -19,815 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 27,475 $18.9M 35.24% +71 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 27,472 $18.9M 9.98% -776 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 27,367 $18.8M 1.47% +7,762 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 27,302 $18.8M 9.16% -189 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 27,166 $18.7M 1.14% +246 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 27,000 $18.5M 1.05% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 26,737 $18.4M 2.18% +7,880 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 26,734 $18.4M 0.88% +5,138 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 26,716 $18.3M 10.6% -941 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 26,595 $18.3M 4.02% +2,497 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 26,565 $18.2M 6.53% -639 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 26,432 $18.2M 1.57% -129 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 26,403 $18.1M 1.47% +14 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 26,341 $18.1M 6.49% +1,791 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 26,100 $17.9M 0.27% -12,268 13F-HR/A Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 26,062 $17.9M 1.81% +792 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 26,032 $17.9M 3.05% +60 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 26,031 $17.9M 2.17% -294 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 25,996 $17.9M 2.6% +2,633 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 25,910 $17.8M 2.02% -862 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 25,809 $17.7M 13.24% +442 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 25,787 $17.7M 4.99% -169 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 25,754 $17.7M 6.88% -1,880 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 25,676 $17.6M 1.26% +1,612 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 26,200 $17.6M 10.77% +5,319 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 25,641 $17.6M 1.17% +10,151 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 25,632 $17.6M 0.02% +10,985 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 25,632 $17.6M 1.35% -1,575 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 25,540 $17.5M 2.22% +1,337 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,522 $17.5M 0.52% +14 13F-HR Timeline Group FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 25,521 $17.5M 18.45% +223 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 25,511 $17.5M 8.84% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25,466 $17.5M 1.41% +3,316 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 25,345 $17.4M 7.56% +7,394 13F-HR/A Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 25,264 $17.4M 2.86% +18,039 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 25,231 $17.3M 0.94% -56 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 25,228 $17.3M 1.12% -2,011 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 25,525 $17.3M 10.8% -754 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 25,191 $17.3M 15.37% -22 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 24,916 $17.1M 21.04% +626 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,904 $17.1M 0.4% +303 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 24,885 $17.1M 1.09% -23 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 24,772 $17M 1.03% -278 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 24,739 $17M 4.19% +8,467 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,663 $16.9M 1.1% +944 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 24,661 $16.9M 3.89% -609 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 24,644 $16.9M 0.09% -4,842 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 24,575 $16.9M 7.47% -71 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 24,227 $16.8M 9.56% -530 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 24,428 $16.8M 0.79% +4,256 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 24,386 $16.7M -952 Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 24,314 $16.7M 7.35% +284 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,165 $16.6M 0.85% -1,523 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 23,987 $16.5M 0.06% +12,500 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 23,943 $16.4M 8.73% -396 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 23,936 $16.4M 2.41% +6,609 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 23,838 $16.4M 15.42% +161 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 23,825 $16.4M 7.2% -309 13F-HR Timeline DeDora Capital, Inc. 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More: the full row for McClarren Financial Advisors, Inc. 23,156 $15.9M 8.22% +1,749 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 23,153 $15.9M 2.05% -737 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 23,198 $15.9M 3.69% -127 13F-HR Timeline