ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,229 $281K 0.01% -251 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,221 $281K 0.01% -3,052 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 7,179 $279K 0.2% +19 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,167 $279K 0.01% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 7,155 $278K 0.07% -366 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,135 $277K 0.07% +250 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,126 $277K 0.02% -1,352 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,115 $276K 0.09% +18 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 7,114 $276K 0.1% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 7,071 $275K 0.15% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,000 $272K 0.1% -1,036 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,987 $272K 0.03% +125 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,985 $271K 0.06% -765 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 6,959 $270K 0.01% 0 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,940 $270K 0.06% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 6,872 $269K 0.2% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,892 $268K 0.01% -6,259 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,871 $267K 0.04% -3,386 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,837 $266K 0.03% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 6,824 $265K 0.06% -1,119 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 6,803 $264K 0.08% +164 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 6,740 $262K 0.02% -640 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,705 $261K 0.1% 0 13F-HR/A Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,692 $260K 0.08% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 6,699 $260K 0.04% -63 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,666 $259K 0.02% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,659 $259K 0.12% +469 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,652 $258K 0.01% +16 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 6,560 $255K 0.05% -1,408 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,544 $254K 0.14% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,509 $253K 0.04% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,477 $252K 0.03% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,484 $252K 0.12% -246 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,430 $250K 0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,348 $247K 0.09% 0 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 6,314 $245K 0.25% +25 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 5,508 $245K 0.15% 0 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 6,301 $245K 0.1% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 6,276 $244K 0.09% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,272 $244K 0.02% +7 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 6,256 $243K 0.01% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,253 $243K 0.04% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,236 $242K 0.1% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,205 $241K 0.05% +1,090 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,197 $241K 0.15% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 6,178 $240K 0.06% -1,528 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 6,175 $240K 0.03% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,149 $239K 0.06% +2 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,123 $238K 0.06% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 6,110 $237K 0.22% 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,068 $236K 0.16% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 6,009 $234K 0.13% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,000 $233K <0.01% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 5,997 $233K 0.2% -38 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,917 $230K <0.01% +15 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 5,885 $229K 0.01% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,853 $227K 0.05% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,841 $227K 0.01% -1,335 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 5,250 $223K 0.03% 0 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 5,724 $222K 0.21% 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 5,711 $222K 0.03% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,681 $221K <0.01% -49 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,663 $220K 0.02% +14 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,623 $219K 0.01% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,622 $218K 0.1% +14 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,584 $217K 0.05% +14 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 5,569 $216K 0.03% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,516 $214K 0.01% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,502 $214K 0.04% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,500 $214K 0.09% 0 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 5,446 $213K 0.1% +116 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,478 $213K 0.07% +13 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 5,461 $212K 0.09% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,454 $212K 0.15% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,446 $212K <0.01% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,411 $210K 0.03% -250 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,395 $210K 0.02% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,347 $208K 0.1% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,325 $207K 0.03% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 5,250 $204K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,249 $204K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,213 $203K 0.08% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,204 $202K 0.01% +3,989 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,200 $202K 0.02% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,190 $202K 0.04% -1,735 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,167 $201K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,955 $193K 0.04% +4,647 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,734 $184K 0.02% -5,549 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,492 $175K 0.03% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 4,460 $173K 0.16% -5,200 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,380 $170K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,034 $157K 0.01% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,879 $151K 0.03% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,872 $150K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,728 $145K <0.01% 0 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3,581 $139K 0.13% +9 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,490 $136K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,485 $135K 0.04% -120 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,443 $134K 0.03% +9 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 3,439 $134K 0.06% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,425 $133K 0.02% +1,880 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,380 $131K 0.07% -300 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,333 $130K 0.03% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 3,325 $129K 0.03% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,248 $126K 0.02% -678 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,137 $122K 0.02% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,087 $120K 0.1% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,086 $120K 0.04% -1 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $117K <0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,000 $117K 0.05% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,874 $112K 0.02% -2,874 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,855 $111K 0.04% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,837 $110K 0.08% +612 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,654 $103K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,637 $102K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,588 $101K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,600 $101K <0.01% 0 13F-HR Timeline Group Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 2,516 $97.8K 0.06% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,311 $89.8K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,164 $84.1K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,155 $83.7K 0.02% -980 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,907 $74.1K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,738 $67.5K 0.03% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,737 $67.5K 0.05% -173 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,567 $60.9K <0.01% +1,500 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,497 $58.2K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,433 $55.7K 0.01% -50 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,425 $55.4K 0.04% +400 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,401 $54.4K <0.01% 0 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 1,354 $52.6K 0.02% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,268 $49.3K 0.03% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,070 $41.6K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,025 $39.8K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,018 $39.6K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,007 $39.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $38.9K <0.01% -388 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,000 $38.9K <0.01% new 13F-HR/A Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 975 $37.9K 0.02% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 887 $34.5K 0.02% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 843 $32.8K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 836 $32.5K 0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 820 $31.9K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 805 $31.3K 0.01% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 654 $25K <0.01% +1 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 629 $24.4K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 628 $24.4K <0.01% -1,735 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 608 $24K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 554 $21.5K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 500 $19.4K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 476 $18.5K <0.01% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 471 $18.3K 0.01% -76 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 358 $13.9K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 334 $13K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 311 $12.1K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 310 $12K <0.01% +1 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 274 $10.6K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 264 $10.3K <0.01% -1,671 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 264 $10.2K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 246 $9.56K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 242 $9.41K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 226 $8.78K <0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 216 $8.39K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 207 $8.05K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 151 $5.87K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 128 $4.97K <0.01% +4 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 27 $1.05K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 31 $1K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 24 $933 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.