Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,063 $810K 0.12% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 9,038 $808K 0.21% +330 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 9,034 $808K 0.15% +1,000 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,031 $807K 0.06% -1,529 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,005 $805K 0.26% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 8,996 $804K 0.34% -1,058 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,926 $798K 0.06% -500 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,921 $797K 0.25% -30 13F-HR Timeline Lifestyle Asset Management, Inc. 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Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 8,385 $750K 0.28% -296,550 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 8,348 $746K 0.13% -99 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,333 $745K 0.13% +4,385 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 8,333 $745K 0.35% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 8,332 $745K 0.22% -680 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,331 $745K 0.13% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 8,307 $743K 0.26% 0 13F-HR Timeline Argent Advisors, Inc. 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More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 8,188 $732K 0.41% +108 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,175 $731K 0.55% +431 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,167 $730K 0.18% +3,117 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 8,151 $729K 0.08% +895 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,139 $728K 0.83% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8,129 $727K 0.29% +104 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 8,102 $724K 0.31% +129 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,100 $724K 0.13% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 8,100 $724K 0.33% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,100 $724K 0.31% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,097 $724K 0.05% -1,600 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,094 $724K 0.03% +2,905 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,090 $723K 0.31% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,076 $722K 0.17% -336 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8,067 $721K 0.03% -168 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 8,040 $719K +4,089 Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,040 $719K 0.06% -11 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,038 $719K 0.17% +7,401 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,988 $714K 0.06% +3 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,981 $713K 0.18% +2,043 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,978 $713K 0.01% -15,848 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,970 $712K 0.08% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,941 $710K 0.01% -6,504 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,914 $707K 0.26% +164 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 7,891 $705K <0.01% -37,283 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 7,828 $700K 0.31% -199 13F-HR Timeline WORLD EQUITY GROUP, INC. 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More: the full row for Waterloo Capital, L.P. 7,360 $658K 0.05% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,348 $657K 0.13% -1,984 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,324 $655K 0.07% +16 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,310 $653K 0.04% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,298 $652K 0.08% +1,979 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,278 $651K 0.1% -1,186 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,589 $649K 0.06% +2 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 7,256 $649K 0.58% +1,835 13F-HR Timeline Altman Advisors, Inc. 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