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Inc. 2,469 $217K 0.04% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,465 $216K 0.12% -316 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,464 $216K 0.07% +17 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,460 $216K 0.09% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,455 $215K 0.05% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,452 $215K 0.09% +106 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,451 $215K 0.07% -80 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,445 $215K 0.03% -530 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,439 $214K 0.06% new 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,438 $214K 0.03% +31 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,436 $214K 0.06% +34 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,433 $214K 0.03% 0 13F-HR Timeline JMG Financial Group, Ltd. 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More: the full row for Mascagni Wealth Management, Inc. 2,280 $200K 0.12% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,273 $200K 0.09% -4,814 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,263 $199K 0.06% +86 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,242 $197K 0.06% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,219 $195K 0.04% +296 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,226 $194K 0.01% +56 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,174 $191K 0.07% -3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,124 $186K 0.1% -266 13F-HR Timeline Silver Grove Financial Group, Inc. 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LLC 1,626 $143K 0.01% -62 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,619 $142K 0.06% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,594 $140K 0.05% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,592 $140K 0.04% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,583 $139K 0.09% +439 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,554 $136K 0.16% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,544 $136K 0.07% -206 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,541 $135K 0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,512 $133K 0.04% +118 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,494 $131K 0.01% +22 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,484 $130K 0.07% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,426 $125K 0.03% -89 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,417 $124K 0.03% +671 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,372 $120K 0.03% -888 13F-HR Timeline Institute for Wealth Management, LLC. 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