Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 974 $245K 0.15% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 973 $245K 0.11% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 973 $245K 0.05% -2,996 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 971 $244K 0.09% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 971 $244K 0.02% -3 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 971 $244K 0.11% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 970 $244K 0.06% -60 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 970 $244K 0.09% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 969 $244K 0.07% +12 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 967 $243K 0.04% -125 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 967 $243K 0.11% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 966 $243K 0.03% +48 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 963 $242K 0.07% -22 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 963 $242K 0.08% 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 958 $242K 0.1% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 949 $242K 0.06% +190 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 960 $242K 0.09% +18 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 958 $241K 0.08% -30 13F-HR Timeline Stirlingshire Investments, Inc. 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More: the full row for CJM Wealth Advisers, Ltd. 930 $234K 0.06% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 927 $233K 0.07% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 926 $233K 0.13% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 926 $233K 0.01% -230 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 926 $233K 0.07% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 925 $233K 0.07% new 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. 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Simmons & Co., P.C. 899 $226K 0.13% new 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 899 $226K 0.1% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 900 $226K <0.01% +100 13F-HR Timeline Group Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 897 $226K 0.1% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 897 $226K 0.04% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 897 $225K 0.14% -1,855 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 897 $225K 0.09% new 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 894 $225K 0.15% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 893 $225K 0.08% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 893 $225K 0.17% new 13F-HR Timeline Seed Wealth Management, Inc. 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LLC 885 $223K <0.01% new 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 885 $223K 0.08% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 884 $222K 0.14% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 883 $222K 0.04% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 883 $222K 0.14% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 883 $222K 0.08% new 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 882 $222K 0.15% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 882 $222K 0.06% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 881 $222K 0.17% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 881 $222K 0.71% -224 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 879 $221K 0.11% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 876 $220K 0.04% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 876 $220K 0.06% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 864 $220K 0.07% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 874 $220K 0.06% +3 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 874 $220K 0.06% new 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 873 $220K 0.08% new 13F-HR Timeline RFG Holdings, Inc. 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More: the full row for Rench Wealth Management, Inc. 854 $215K 0.06% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 853 $215K 0.04% new 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 855 $215K 0.07% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 852 $214K 0.17% new 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 850 $214K 0.06% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 849 $214K 0.1% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 849 $214K 0.05% -83 13F-HR Timeline Wealth Management Strategies, Inc. 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More: the full row for Foundry Financial Group, Inc. 802 $202K 0.09% new 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 801 $202K 0.01% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 800 $201K 0.01% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 800 $201K 0.02% new 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 800 $201K 0.1% -200 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 800 $201K 0.14% new 13F-HR Timeline Turn8 Private Wealth Inc. 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More: the full row for iA Global Asset Management Inc. 783 $197K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 780 $196K 0.16% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 777 $196K 0.03% -2,217 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 777 $196K 0.09% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 773 $195K 0.04% -75 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 754 $190K 0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 749 $189K 0.02% +3 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 744 $187K 0.07% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 735 $185K 0.11% +74 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 732 $184K 0.06% +3 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 721 $181K 0.02% +44 13F-HR Timeline Vermillion Wealth Management, Inc. 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