Bank of Marin More: the full row for Bank of Marin 3,232 $259K 0.18% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,231 $259K 0.03% -152 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,227 $259K 0.06% +29 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,225 $259K 0.2% 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,154 $259K 0.18% -660 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,219 $258K 0.05% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,217 $258K 0.14% -1,600 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,215 $258K 0.09% -268 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,210 $258K 0.02% -18 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,206 $257K 0.19% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 3,206 $257K 0.07% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,200 $257K 0.01% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,200 $257K 0.02% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,200 $257K 0.07% -637 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,200 $257K 0.03% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 3,200 $257K 0.59% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,196 $257K 0.14% -8,900 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,178 $255K 0.16% +11 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,176 $255K 0.04% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,173 $255K 0.04% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,169 $254K 0.04% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,163 $254K 0.03% +71 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,159 $254K 0.05% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,158 $253K 0.18% +22 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,156 $253K 0.07% -56 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,150 $253K 0.01% +234 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,150 $253K 0.28% -625 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,150 $253K 0.01% 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3,149 $253K 0.15% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,148 $253K 0.18% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,122 $253K 0.1% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 3,132 $251K 0.12% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,131 $251K 0.19% 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 3,130 $251K 0.15% 13F-HR/A Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,125 $251K 0.01% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,090 $250K 0.04% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,109 $250K 0.02% +156 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,111 $250K 0.03% +151 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 3,105 $249K 0.26% 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 2,708 $249K 0.24% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,094 $248K 0.04% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,091 $248K 0.04% -3 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,078 $247K 0.02% -127 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,063 $246K 0.03% +263 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,059 $246K 0.13% -2,717 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,059 $246K 0.12% +49 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,052 $245K 0.09% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,044 $244K 0.13% +42 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,041 $244K 0.03% -1,880 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,036 $244K 0.11% -6 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,035 $244K 0.06% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,032 $243K 0.01% -2,182 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,026 $243K 0.05% -16 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,027 $243K 0.21% -5,161 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,014 $242K 0.03% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,009 $242K 0.02% +307 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,003 $241K 0.04% -351 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 3,003 $241K 0.28% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,002 $241K 0.05% +315 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3,000 $241K 0.07% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,000 $241K 0.15% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,000 $241K 0.16% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,984 $240K 0.03% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,982 $239K 0.03% -556 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 2,981 $239K 0.22% 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,979 $239K 0.11% 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,975 $239K 0.04% -300 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,973 $239K 0.1% +134 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 2,964 $238K 0.11% -238 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,961 $238K 0.12% -505 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,942 $236K 0.06% +104 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,937 $236K <0.01% -388,071 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,934 $236K 0.1% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,933 $235K 0.01% +179 13F-HR/A Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,933 $235K 0.09% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,932 $235K 0.04% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,930 $235K <0.01% +70 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,930 $235K 0.07% -83 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,922 $235K 0.13% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,922 $235K 0.12% 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,920 $234K 0.04% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,919 $234K 0.22% new 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,910 $234K 0.16% +88 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,898 $233K 0.01% +49 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,902 $233K 0.08% +103 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,900 $233K 0.04% +24 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,896 $232K 0.06% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,891 $232K 0.03% +132 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,884 $232K 0.01% +124 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,881 $231K 0.09% +82 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,880 $231K 0.04% -96 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,873 $231K 0.14% +61 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,871 $231K 0.05% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,871 $230K 0.26% 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,859 $230K 0.09% +95 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,868 $230K 0.05% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,864 $230K 0.14% +53 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,860 $230K 0.04% +64 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,859 $230K 0.13% -419 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,858 $229K 0.03% +5 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,858 $229K 0.12% 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 2,847 $229K 0.07% -424 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,810 $229K 0.02% +268 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 2,842 $228K 0.09% 0 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,835 $228K 0.19% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,829 $227K 0.15% -263 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,824 $227K 0.01% -510 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,823 $227K 0.04% -1,800 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,818 $226K 0.09% -52 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,808 $225K 0.05% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,777 $225K 0.05% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,796 $225K 0.04% +48 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,801 $225K 0.01% -183 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,801 $225K 0.04% +19 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,800 $225K 0.13% 0 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 2,800 $225K 0.19% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,799 $225K 0.04% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,795 $224K 0.01% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,795 $224K 0.11% +94 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,592 $224K 0.15% 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,785 $224K 0.03% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,781 $223K 0.09% +6 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 2,780 $223K 0.11% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,771 $222K 0.09% 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,763 $222K 0.13% -399 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,765 $222K 0.03% -434 13F-HR/A Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,765 $222K 0.08% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,761 $222K 0.02% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,760 $222K 0.08% +19 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,759 $221K 0.06% 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,757 $221K 0.09% 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,751 $221K 0.07% -415 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,749 $221K 0.05% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,743 $220K 0.05% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,739 $220K 0.12% +48 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,738 $220K 0.03% +48 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,386 $219K 0.09% -78 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,732 $219K 0.32% +497 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,731 $219K 0.07% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,727 $219K 0.05% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,726 $219K 0.02% -226 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,725 $219K 0.02% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,723 $219K 0.1% +11 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,722 $219K 0.04% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,660 $218K 0.04% -8 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,716 $218K 0.11% +6 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,713 $218K 0.16% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 2,711 $218K 0.09% +15 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,708 $217K 0.21% 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,707 $217K 0.06% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,705 $217K 0.05% +20 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,696 $216K 0.02% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,694 $216K 0.06% -16 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,688 $216K 0.12% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,625 $216K 0.03% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,683 $215K 0.21% 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,681 $215K 0.14% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,681 $215K 0.14% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,674 $215K 0.03% 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,668 $214K 0.14% -44 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,667 $214K 0.06% -57 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,667 $214K 0.05% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,666 $214K 0.04% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,662 $214K 0.08% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,657 $213K 0.15% +2 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,655 $213K 0.09% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,650 $213K 0.09% -26 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 2,645 $212K 0.03% 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,641 $212K 0.09% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,631 $211K 0.07% -98 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,945 $211K 0.06% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,629 $211K 0.02% -143 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,628 $211K 0.02% +188 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,627 $211K 0.02% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,626 $211K 0.04% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,625 $211K 0.07% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,612 $210K 0.14% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,614 $210K 0.03% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,611 $210K 0.04% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,610 $210K 0.02% +634 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,609 $209K 0.04% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,605 $209K <0.01% -94 13F-HR Timeline Group HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 2,600 $209K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,600 $209K 0.07% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,592 $208K 0.03% -740 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,588 $208K 0.1% -175 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,590 $208K 0.04% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,588 $208K 0.02% -115 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,586 $208K 0.06% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,585 $208K <0.01% -19,698 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,584 $207K 0.09% -137 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,581 $207K 0.04% -13,076 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,575 $207K 0.03% new 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,574 $207K 0.13% -447 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 2,562 $206K 0.05% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,561 $206K 0.07% 13F-HR/A Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,559 $205K 0.01% 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,557 $205K 0.12% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,553 $205K 0.08% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,552 $205K 0.01% new 13F-HR Timeline