FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,038 $266K 0.02% -533 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,800 $266K 0.02% +11 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,017 $265K 0.01% +587 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,010 $265K 0.02% +1 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,000 $264K 0.11% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,000 $264K 0.23% 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 4,000 $264K 0.26% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,999 $264K 0.16% -170 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,997 $264K 0.07% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,989 $263K 0.08% -309 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,987 $263K 0.11% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,986 $263K 0.1% +11 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,986 $263K 0.14% +86 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,979 $263K 0.13% +20 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,974 $262K 0.17% -159 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,971 $262K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Shum Financial Group, Inc. 3,631 $240K 0.17% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,628 $239K 0.05% -237 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,623 $239K 0.25% 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,620 $239K 0.03% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,620 $239K 0.12% 0 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 3,597 $237K 0.22% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,594 $237K 0.06% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,592 $237K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,591 $237K 0.1% +56 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,588 $237K 0.05% +238 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,577 $236K 0.04% -33 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,575 $236K 0.05% 0 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 3,575 $236K 0.09% -600 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,573 $236K 0.08% +86 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,568 $235K 0.22% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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Advisory Services LLC 3,144 $208K 0.02% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,141 $207K 0.02% -160 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,139 $207K 0.14% +16 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,133 $207K 0.04% -303 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,120 $206K 0.1% 0 13F-HR Timeline CARLSON FINANCIAL, INC. 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