| Concord Wealth Partners |
| 0.14% | 0.16% | #4 | $1.3M | 27,009 | $1.2M | 29,001 | -1,992-6.87% | Reduce |
| Concord Asset Management, LLC/VA |
| 0.19% | 0.2% | #3 | $1.2M | 26,301 | $1.2M | 28,293 | -1,992-7.04% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #5 | $1.1M | 24,689 | $1.0M | 24,130 | +559+2.32% | Add |
| Bank of Marin |
| 0.7% | 0.64% | #1 | $1.0M | 21,608 | $880,367 | 21,122 | +486+2.30% | Add |
| Meridian Financial Advisors, LLC |
| 0.24% | 0.26% | #2 | $509,202 | 10,990 | $476,612 | 11,435 | -445-3.89% | Reduce |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #6 | $18,812 | 406 | $0 | 0 | +406 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #7 | $9,266 | 200 | $8,336 | 200 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #8 | $4,633 | 100 | $4,168 | 100 | 00.00% | Unchanged |
| VANGUARD ADVISERS INC |
| <0.01% | — | #9 | $232 | 5 | $0 | 0 | +5 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #10 | $58 | 1 | $53 | 1 | 00.00% | Unchanged |
