Vestcor Inc More: the full row for Vestcor Inc 2,097 $348K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,094 $348K 0.18% +1,207 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,092 $347K 0.07% +260 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 2,092 $347K 0.15% -310 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,083 $347K 0.01% +152 13F-HR Timeline Goelzer Investment Management, Inc. 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Prosperity Capital Advisors 1,907 $322K 0.03% +12 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,926 $320K 0.29% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,922 $319K 0.03% -961 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,912 $319K 0.1% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,903 $316K 0.07% +148 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,627 $316K 0.12% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,900 $315K 0.24% -20 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 933 $315K 0.29% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,892 $314K 0.05% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,888 $313K 0.17% +142 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,880 $312K 0.14% +85 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,878 $312K 0.07% -100 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,872 $311K 0.02% -310 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,871 $311K 0.02% +303 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,870 $310K 0.14% -9 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,864 $309K 0.18% +478 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. 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More: the full row for Greykasell Wealth Strategies, Inc. 1,815 $301K 0.16% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,811 $301K 0.23% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,808 $300K 0.08% +670 13F-HR Timeline Hillman Capital Management, Inc. 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LLC 1,626 $270K 0.02% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,622 $269K 0.26% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,627 $269K 0.03% -595 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,614 $268K +60 Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,614 $268K 0.05% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,607 $267K 0.05% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,595 $265K 0.02% new 13F-HR Timeline Traynor Capital Management, Inc. 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