Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,255 $215K 0.04% -1,888 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,255 $215K 0.07% new 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 1,255 $215K 0.16% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,252 $215K 0.01% +81 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,250 $214K 0.3% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,245 $213K 0.12% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,240 $212K 0.01% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,240 $212K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. 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Mason LLC More: the full row for S.A. Mason LLC 847 $145K 0.06% +17 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 843 $144K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 830 $142K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 816 $142K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 800 $137K 0.16% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 800 $137K 0.03% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 796 $136K 0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. 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Advisory Services LLC 250 $42.8K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $42.8K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 250 $42.8K 0.03% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 248 $42.5K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 246 $42K <0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 245 $42K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 243 $41.6K 0.02% +55 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 240 $41.1K <0.01% +102 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 235 $40.2K 0.01% -235 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 231 $39.5K 0.24% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 230 $39.4K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 220 $37.7K 0.01% +82 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 219 $37.5K 0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 217 $37.1K 0.01% -40,309 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 217 $37.1K 0.01% -81 13F-HR Timeline BIRCHBROOK, INC. 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