Rinkey Investments More: the full row for Rinkey Investments 22,523 $4.62M 1.39% +2,777 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 22,521 $4.62M 3.13% +259 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 22,475 $4.61M 2.39% +6,805 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 22,438 $4.6M 0.84% -7 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 22,430 $4.6M 1.45% -3,841 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 22,393 $4.59M 3.38% +1,185 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 22,388 $4.59M 4.2% -219 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 22,357 $4.59M 1.68% -2,127 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 22,338 $4.58M 1.8% -148 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 22,323 $4.58M 3.13% +197 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 22,286 $4.57M 0.08% -256,100 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 22,285 $4.57M 1.74% +543 13F-HR Timeline Horan Securities, Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 21,999 $4.51M 0.77% -38 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 21,983 $4.51M 2.55% -2,299 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 21,951 $4.5M 2.7% +57 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 21,948 $4.5M 0.6% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 21,926 $4.5M 2.99% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 21,923 $4.5M 3.83% -14 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 21,908 $4.49M 0.7% +187 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 21,891 $4.49M 1.64% -4,121 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 21,885 $4.49M 1.34% -232 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 21,876 $4.49M 1.64% +2,374 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 21,873 $4.49M 4.38% -2,929 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 21,819 $4.48M 0.86% -563 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 21,787 $4.47M 3.88% -222 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,776 $4.47M 3.78% -2,898 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 21,520 $4.47M 2.05% -417 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 21,737 $4.46M 0.49% +1,005 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 21,732 $4.46M 2.14% +685 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 21,728 $4.46M 1.18% +1,505 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 21,725 $4.46M 4.09% +242 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 21,723 $4.46M 1.48% -311 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 21,693 $4.45M 2.51% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 21,693 $4.45M 1.11% -322 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 21,690 $4.45M 0.11% -2,991 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 21,680 $4.45M 1.23% -92 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 21,639 $4.44M 0.6% -8,211 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 21,626 $4.44M 2.6% +251 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 21,579 $4.43M 2.44% -2,403 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 21,567 $4.42M 2.14% -134 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 21,546 $4.42M 1.09% +4,700 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 21,542 $4.42M 0.93% +4,732 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 21,529 $4.42M 2.07% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 21,485 $4.41M 2.87% +2,687 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 21,471 $4.41M 1.66% -342 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 20,704 $4.4M 2.97% -1,180 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 21,429 $4.4M 0.56% -3,705 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 21,429 $4.4M 1.93% -1,722 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 21,418 $4.39M 3.67% +251 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 21,398 $4.39M 2.12% +428 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 21,300 $4.37M 3.77% -93 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 21,297 $4.37M 1.14% +13,179 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 21,295 $4.37M 1.28% +3,390 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 21,279 $4.37M 0.93% -2,401 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 21,271 $4.36M 0.56% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 21,252 $4.36M 2.87% +1,141 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 21,210 $4.35M 0.92% -46,061 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21,133 $4.34M 1.94% -61 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 21,131 $4.34M 0.07% new 13F-HR Timeline Group Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 21,129 $4.34M 1.62% +3,611 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 21,095 $4.33M 1.01% -3,345 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 21,076 $4.32M 0.91% +11,380 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 21,054 $4.32M 1.3% +4,640 13F-HR/A Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 21,045 $4.32M 0.79% -269 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 21,044 $4.32M 3.02% -2,204 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 21,030 $4.31M 0.55% -37,400 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 20,545 $4.31M 0.49% -486 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 21,026 $4.31M 2.81% +2,968 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 21,016 $4.31M 2.17% +261 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 21,007 $4.31M +5,675 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 21,001 $4.31M 0.45% +778 13F-HR Timeline Group VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 21,000 $4.31M 0.59% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 20,985 $4.31M 2.26% +3,763 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 20,985 $4.31M 2.45% +1,175 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 20,951 $4.3M 5.11% -326 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 20,948 $4.3M 2.16% -101 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 20,946 $4.3M 2.61% +53 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 20,894 $4.29M 1.67% +10 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 20,843 $4.28M 0.4% -54 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 20,830 $4.27M 1.57% -352 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 20,826 $4.27M 7.77% -13,788 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 20,790 $4.27M 3.35% 13F-HR/A Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 20,768 $4.26M 1.44% 13F-HR/A Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 19,880 $4.26M 0.9% -13,168 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 20,739 $4.26M 1.47% +598 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20,732 $4.25M 0.48% -1,669 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 20,728 $4.25M 2.44% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 20,724 $4.25M 0.44% +347 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 20,722 $4.25M 0.71% -1,168 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 20,482 $4.25M 2.29% +58 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 20,715 $4.25M 0.9% -21,420 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 20,694 $4.25M 1.21% -15,284 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 20,686 $4.24M 2.4% +217 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 20,657 $4.24M 2.84% -5 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 20,616 $4.23M 2% -110 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 20,589 $4.22M 0.64% +509 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 20,537 $4.21M 0.46% -28,977 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 20,536 $4.21M 4.88% +477 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 20,532 $4.21M 2.13% -1,506 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 20,523 $4.21M 0.69% +3,144 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 20,523 $4.21M 0.93% +6,257 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 20,520 $4.21M 2.6% -50 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,499 $4.21M 1.07% -55 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 20,496 $4.21M 6.88% -309 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 20,496 $4.21M 0.9% +8,703 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 20,480 $4.2M 4.66% +150 13F-HR/A Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 20,472 $4.2M 2.68% +2,996 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 20,446 $4.19M 3.57% +173 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 20,436 $4.19M 0.9% -1,331 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 20,425 $4.19M 2.22% +171 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 20,409 $4.19M 1.06% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,406 $4.19M 1.25% -1,201 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 20,400 $4.18M 0.62% -4,600 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 20,383 $4.18M 2.57% -46 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 20,362 $4.18M 1.41% +113 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 20,321 $4.17M 2.58% +11 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 20,316 $4.17M 2.36% -190 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 20,289 $4.16M 3.08% +663 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 20,270 $4.16M 1.89% +495 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 20,254 $4.16M 1.97% -234 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 20,240 $4.15M 2.76% -3,701 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 20,175 $4.14M 0.62% +779 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 20,175 $4.14M 1.37% -714 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 19,342 $4.14M 1.56% +1,535 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 20,160 $4.14M 0.97% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 20,149 $4.13M 2.61% -4,250 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 20,120 $4.13M 2.11% +484 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 20,094 $4.12M 1.88% +2,571 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 20,060 $4.12M 2.19% -2 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 20,034 $4.11M 2.5% +35 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 19,992 $4.1M 3.98% -1,791 13F-HR/A Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 19,950 $4.09M 1.81% +193 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 19,949 $4.09M 4.26% -155 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 19,926 $4.09M 0.77% +3,136 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 19,909 $4.08M 1.79% -82 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 19,901 $4.08M 2.9% -2,294 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 19,888 $4.08M 2.32% +1,074 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 19,857 $4.07M 1.26% -667 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 19,848 $4.07M 2.54% -33,251 13F-HR/A Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 19,845 $4.07M 1.47% +1,857 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 19,844 $4.07M 0.78% -15,458 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 19,083 $4.07M 1.96% +979 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 19,836 $4.07M 1.92% +19 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 19,836 $4.07M 1.07% -52 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 19,824 $4.07M 1.69% -269 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 19,807 $4.06M 0.51% -237 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 19,795 $4.06M 0.5% +1,261 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 19,795 $4.06M 0.62% +9,705 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 19,777 $4.06M 2.6% -1,684 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 19,759 $4.05M 0.51% -36 13F-HR/A Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 19,748 $4.05M 3.41% -328 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 19,735 $4.05M 2.71% +282 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 19,732 $4.05M 1.05% +209 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 19,729 $4.05M 3.06% +84 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 19,723 $4.05M 3.34% 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 19,716 $4.05M 1.72% +368 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 19,707 $4.04M 1.13% +8,123 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 19,692 $4.04M 1.21% +394 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 19,647 $4.03M 0.83% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 19,642 $4.03M 0.49% -580 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 19,641 $4.03M 0.59% +4,912 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 19,636 $4.03M 3.08% +478 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 19,806 $4.03M 1.5% -3,722 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 18,475 $4.03M 2.04% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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