Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,239 $734K 0.47% +53 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,235 $733K 0.45% +35 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,234 $732K 0.05% +1,017 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,233 $732K 0.21% +361 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,203 $732K 0.06% +775 13F-HR Timeline KEYWISE CAPITAL MANAGEMENT (HK) Ltd More: the full row for KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3,230 $732K 0.07% -1,100 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,193 $725K 0.43% -409 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,177 $720K 0.09% -451 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,168 $718K 0.44% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,165 $717K 0.11% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,160 $716K 0.16% -898 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Tudor Financial Inc. 3,150 $713K 0.4% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,138 $713K 0.19% +795 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,130 $709K 0.06% +461 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,116 $708K 0.07% -67 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,122 $707K 0.11% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,118 $706K 0.53% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,115 $706K 0.17% -60 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,102 $705K 0.09% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,109 $704K 0.21% 0 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 3,109 $704K 0.63% +94 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,102 $703K 0.27% +354 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,087 $699K 0.03% +17 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,082 $698K 0.08% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,061 $693K 0.46% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,053 $692K 0.1% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,053 $691K 0.3% -1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,072 $690K 0.15% +89 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,031 $686K 0.03% +5 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,834 $684K 0.33% -170 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,016 $683K 0.02% +511 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. 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More: the full row for Parsonex Advisory Services, Inc. 2,981 $675K 0.56% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,971 $673K 0.07% +1,505 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,961 $671K 0.08% +86 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,774 $668K 0.54% +125 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,950 $668K 0.12% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,950 $668K 0.06% +10 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,945 $667K 0.63% -154 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,900 $657K 0.14% +57 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,897 $656K 0.08% +272 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,886 $654K 0.29% -233 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,872 $650K 0.05% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,872 $650K 0.06% -260 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,869 $650K 0.28% +313 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 2,845 $649K 0.1% +26 13F-HR/A Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,864 $649K 0.09% +295 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,855 $647K 0.14% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,849 $645K 0.04% new 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 2,828 $641K 0.42% new 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,827 $640K 0.19% +15 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,808 $636K 0.04% +27 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,807 $636K 0.07% -24 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 2,806 $636K 0.41% +50 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,804 $635K 0.61% +748 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,800 $634K 0.07% +6 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,798 $634K 0.2% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,793 $633K 0.05% +871 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,788 $631K 0.06% -359 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,774 $628K 0.03% +264 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,610 $627K 0.11% +116 13F-HR/A Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,764 $626K 0.15% +582 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,762 $626K 0.24% +19 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,761 $625K 0.35% +950 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,759 $625K 0.12% +338 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,691 $624K 0.04% +23 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,751 $623K 0.04% +1,094 13F-HR Timeline Valley Brook Capital Group, Inc. 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More: the full row for Stanley-Laman Group, Ltd. 2,723 $617K 0.09% -764 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,721 $616K 0.07% +405 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,719 $616K 0.14% -855 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,718 $616K 0.41% +538 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,713 $614K 0.18% +962 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,713 $614K 0.22% -18 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,708 $613K 0.09% -960 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,706 $613K 0.16% +326 13F-HR Timeline Williams Jones Wealth Management, LLC. 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More: the full row for Financial Engines Advisors L.L.C. 2,683 $608K <0.01% +1,279 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,657 $605K 0.55% +1 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,673 $605K 0.06% +27 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,668 $604K 0.22% 0 13F-HR/A Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,664 $603K 0.42% +1,010 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,659 $602K 0.03% -28 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,652 $601K 0.23% -379,480 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,648 $600K 0.16% +72 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,609 $599K 0.22% +1,155 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,638 $597K 0.28% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,471 $594K 0.36% +763 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,619 $593K 0.5% -380 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,618 $593K 0.01% +123 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,612 $592K 0.39% -431 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,601 $589K 0.27% +95 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,575 $583K 0.1% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,571 $582K 0.02% -205 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,566 $581K 0.03% new 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,568 $581K 0.19% -1,501 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,561 $580K 0.35% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,557 $579K 0.03% +2,207 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,555 $579K 0.03% -431 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,549 $577K 0.1% +1,069 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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Sherr & Co., LLC 2,504 $567K 0.29% +7 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,503 $567K 0.03% +19 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 2,500 $566K 0.69% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,495 $565K 0.36% +67 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,181 $564K 0.66% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,485 $563K 0.04% +831 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,466 $560K 0.01% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,473 $560K 0.12% +17 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,472 $560K 0.24% +378 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,452 $557K 0.11% 0 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,453 $556K 0.04% -776 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,452 $555K 0.02% +64 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,451 $555K 0.1% +1,026 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,440 $554K 0.2% -754 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,443 $553K 0.28% +94 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,442 $553K 0.25% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,439 $552K 0.06% +55 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,433 $551K 0.29% +97 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,433 $551K 0.06% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,428 $550K 0.42% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,427 $550K 0.07% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Financial Security Advisor, Inc. 2,375 $540K 0.12% +131 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,383 $540K 0.26% +50 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,382 $539K 0.07% -28 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,374 $538K 0.04% -647 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,368 $536K 0.03% -95 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,361 $535K 0.01% -37 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,351 $532K 0.05% -133,621 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,349 $532K 0.03% -336 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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More: the full row for Pekin Hardy Strauss, Inc. 2,260 $512K 0.06% -276 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,260 $512K 0.2% +25 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,249 $509K 0.38% +106 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,240 $507K 0.07% +455 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,235 $506K 0.16% +524 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,233 $506K 0.12% +34 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,231 $505K 0.14% +377 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,230 $505K 0.14% -893 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,228 $505K 0.17% +155 13F-HR Timeline