Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 31,887 $9.23M 4.26% +313 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 31,883 $9.23M 5.21% -746 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 31,880 $9.22M 1.31% -1,930 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 30,486 $9.21M 6.1% -1,740 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 31,831 $9.21M 2.65% -582 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 31,769 $9.19M 4.23% +60 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 31,756 $9.19M 2.46% -57 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 31,718 $9.18M 0.87% -669 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 31,718 $9.18M 2.57% +4,082 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 31,711 $9.18M 1.17% +15,001 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 31,660 $9.16M 2.54% +2,712 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 31,640 $9.16M 7.39% +279 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 31,576 $9.14M 6.27% -23 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 31,552 $9.13M 6.6% -3,226 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 31,528 $9.12M 4.93% -130 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 31,496 $9.11M 4.15% -6,515 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 31,472 $9.11M 0.83% +2,180 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 31,427 $9.09M 6.2% +1,411 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 31,421 $9.09M 2.64% -34 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 31,410 $9.09M 4.28% -560 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 31,394 $9.08M 4.71% +44 13F-HR Timeline Essex LLC More: the full row for Essex LLC 31,389 $9.08M 1.38% -1,459 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 31,382 $9.08M <0.01% -225 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 31,375 $9.08M 1.9% +2,014 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 31,345 $9.07M 7.11% -7,823 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 31,321 $9.06M 6.1% +3 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 31,313 $9.06M 7.27% -678 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 31,269 $9.05M 3.09% +1,654 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 31,263 $9.05M 0.25% -606 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 31,260 $9.05M 3.44% -222 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 31,247 $9.04M 2.71% +9,676 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 31,247 $9.04M 3.05% +606 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 31,234 $9.04M 1.19% +551 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 31,205 $9.03M 0.56% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 31,205 $9.03M 0.75% 0 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 31,196 $9.03M 4.69% +19,611 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 31,184 $9.02M 4.03% +107 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 31,180 $9.02M 0.68% +1,786 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 31,178 $9.02M 4.63% -1,320 13F-HR Timeline University of Wisconsin Foundation More: the full row for University of Wisconsin Foundation 31,153 $9.01M 7.14% -11,182 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 31,138 $9.01M 0.85% -757 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 31,119 $9M 5.75% +1,187 13F-HR Timeline TOBAM More: the full row for TOBAM 31,116 $9M 2.19% +530 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cercano Management LLC More: the full row for Cercano Management LLC 31,112 $9M 1.2% -32,773 13F-HR/A Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 31,112 $9M 3.03% -1,043 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 31,099 $9M 5.67% +732 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 31,068 $8.99M 2.9% -78 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 31,066 $8.99M 3.82% -113 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 31,005 $8.97M 3.27% -1,650 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 30,953 $8.96M 4.25% +720 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 30,918 $8.95M 0.97% +679 13F-HR Timeline Group AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 30,856 $8.93M 7.51% -7,489 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 30,843 $8.92M 2.93% -246 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 30,833 $8.92M 3.92% +103 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 30,820 $8.92M 0.98% +6,138 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 30,816 $8.92M 4.73% -328 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 30,802 $8.91M 5.93% +13,332 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 30,795 $8.91M 0.83% +943 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 30,756 $8.9M 1.81% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 30,722 $8.89M 4.69% -110 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 30,703 $8.88M 2.54% +31 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 30,678 $8.88M 2.87% -1,160 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 30,667 $8.87M 5.75% -336 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 30,140 $8.87M 1.98% +15,841 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 30,658 $8.87M 4.77% -58 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 30,553 $8.84M 3.18% -274 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 30,543 $8.84M 3.1% -532 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 30,500 $8.83M 2.18% -573 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 30,498 $8.82M 4.14% +2,069 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 30,444 $8.81M 2.75% -1,014 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 30,419 $8.8M 6.99% +3 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 30,407 $8.8M 1.89% +607 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 30,400 $8.8M 4.31% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 30,389 $8.79M 6.61% -2 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 30,384 $8.79M 5.95% -1,738 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 30,375 $8.79M 4.23% +32 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 30,355 $8.78M 0.79% -3,010 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 30,331 $8.78M 3.28% +50 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 30,264 $8.76M 2.73% -329 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 30,252 $8.75M 1.59% -1,571 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 30,238 $8.75M 3.03% -1,443 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 30,236 $8.75M 4.33% +75 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 30,183 $8.73M 1.2% new 13F-HR Timeline EULAV Asset Management More: the full row for EULAV Asset Management 30,125 $8.72M 0.28% -977 13F-HR Timeline Boit C F David More: the full row for Boit C F David 30,002 $8.68M 3.65% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 29,991 $8.68M 1.42% -2,956 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 29,961 $8.67M 1.72% -141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 29,951 $8.67M 0.18% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 29,941 $8.66M 3.31% +2,625 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 29,921 $8.66M 1.43% -2,570 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 27,977 $8.64M 5.67% -1,228 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 29,806 $8.62M 3.38% -10,610 13F-HR/A Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 29,783 $8.62M 3.04% -1,319 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 29,767 $8.61M 2.78% -244 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 29,742 $8.61M 4.23% -106 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 29,702 $8.59M 2.26% +40 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 29,698 $8.59M 2.69% -200 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 29,688 $8.59M 4.57% -486 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 29,673 $8.59M 1.85% -678 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 29,666 $8.58M 1.23% -7,465 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 29,632 $8.57M 3.49% -175 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 29,342 $8.55M 7.42% -53 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 29,546 $8.55M 3.66% -26,162 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 29,544 $8.55M 2.8% +491 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 29,488 $8.53M 5.49% +27 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 29,466 $8.53M 4.38% +1,315 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 29,466 $8.53M 1.96% -655 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 29,446 $8.52M 3.44% +933 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 29,436 $8.52M 3.32% +545 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 29,428 $8.52M 3.67% -31 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 29,399 $8.51M 2.88% +3,097 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 29,382 $8.5M 0.59% -342 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 29,377 $8.5M 1.57% -2,748 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 29,364 $8.5M 5.04% -803 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 29,332 $8.49M 3.58% -1,001 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 29,326 $8.49M 4.38% -1,110 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 27,435 $8.48M 2.83% +155 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 30,055 $8.47M 0.28% +2,359 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 29,260 $8.47M 1.57% -423 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 29,257 $8.47M 2.48% -3,722 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 29,247 $8.46M 1.38% -2,071 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 29,235 $8.46M 3.73% -8,330 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 29,237 $8.46M 5% -1 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 29,232 $8.46M 3.08% +5,549 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 29,231 $8.46M 1.28% +4,720 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 29,219 $8.46M 3.08% +898 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 29,213 $8.45M 1.96% -2,018 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 29,201 $8.45M 2.02% +154 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 29,196 $8.45M 2.51% -10,754 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 29,182 $8.44M 2.35% -469 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 29,166 $8.44M 2.82% -54 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 29,163 $8.44M 2.28% -37 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 29,162 $8.44M 0.74% +687 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 29,147 $8.43M 1.25% +8,151 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 26,773 $8.43M 3.06% -1,656 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 29,112 $8.42M 0.99% +2,362 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 29,100 $8.42M 3.1% 0 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 29,071 $8.41M 2.48% -487 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 29,068 $8.41M 1.77% -705 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 29,050 $8.41M 4.34% +2,521 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 29,044 $8.4M 3.42% -245 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 29,022 $8.4M 3.48% +65 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 26,627 $8.4M 4.95% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 27,222 $8.39M 3.39% +2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 28,994 $8.39M 1.05% -80 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 28,992 $8.39M 2.48% -1,116 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 28,966 $8.38M 2.52% +9,168 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 28,896 $8.36M 1.49% +5,044 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 28,893 $8.36M 0.94% +1,032 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 28,891 $8.36M 2.27% -521 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 28,849 $8.35M 3.93% -97 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 28,826 $8.34M 1.6% -650 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 28,814 $8.34M 1.32% +4,071 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 28,793 $8.33M 6.09% +13 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 28,766 $8.32M 3.36% -837 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 28,762 $8.32M 2.67% -140 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 28,754 $8.32M 2.32% +313 13F-HR Timeline Trust Co More: the full row for Trust Co 28,739 $8.32M 0.75% -29,044 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 28,714 $8.31M 1.36% +2,876 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 28,673 $8.3M 4.74% -182 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 28,653 $8.29M 6.29% +264 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 28,603 $8.28M 7.48% -255 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 28,597 $8.27M 3.08% +1,675 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 32,600 $8.27M 2.59% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 28,583 $8.27M 3.45% +27,999 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 28,564 $8.27M 4.41% -38 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 28,532 $8.26M 6.96% -610 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 28,528 $8.25M 3.85% +881 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 28,415 $8.22M 7.28% +4 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 28,415 $8.22M 2.64% +225 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 28,403 $8.22M 4.32% -1,707 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 28,357 $8.21M 2.68% -369 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 28,340 $8.2M 4.65% +861 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 28,289 $8.19M 0.98% -1,238 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 28,281 $8.18M 4.51% +1,980 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 28,267 $8.18M 0.92% +3,452 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 25,015 $8.17M 8.36% -349 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 28,225 $8.17M 4.41% -1,263 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 28,220 $8.17M 4.38% +738 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 28,198 $8.16M 5.08% -342 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 28,191 $8.16M 2.39% -412 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 28,190 $8.16M 5.45% -1,039 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 28,187 $8.16M 2.51% +1,003 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 28,184 $8.16M 2.95% -713 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 28,164 $8.15M 4.45% -152 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 28,148 $8.14M 1.27% +2,545 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 28,144 $8.14M 2.16% -197 13F-HR Timeline Financial Management Professionals, Inc. 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