Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,163 $2.19M 0.03% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,161 $2.19M 0.51% -77 13F-HR/A Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,135 $2.18M 0.53% +429 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 4,130 $2.17M 2.81% -629 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 4,125 $2.17M 1.48% -4 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,123 $2.17M 0.3% +15 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 4,109 $2.16M 2.78% -10,320 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,100 $2.16M 1.08% +129 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,074 $2.15M 0.05% +154 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,061 $2.14M 0.15% +548 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 4,059 $2.14M 0.38% -33 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 4,045 $2.13M 2.48% +98 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 4,041 $2.13M 0.09% -378 13F-HR/A Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 4,040 $2.13M 0.17% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,037 $2.13M 1.77% +171 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,018 $2.12M 0.47% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 4,015 $2.11M 0.46% +79 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,014 $2.11M 0.12% +28 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,014 $2.11M 1.81% +43 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,003 $2.11M 0.08% -1,040 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,003 $2.11M 0.51% +65 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 4,000 $2.11M 0.37% -793 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,987 $2.1M 0.9% +40 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,984 $2.1M 0.13% -76 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,977 $2.09M 0.15% -192 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 3,977 $2.09M 0.33% +1,450 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 3,971 $2.09M 0.31% 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 3,954 $2.08M 1.13% +1,260 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,940 $2.07M 0.04% +486 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,932 $2.07M 0.02% -3,182 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,924 $2.07M 0.34% -134 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,921 $2.06M 0.07% -8 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,919 $2.06M 0.28% -502 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,902 $2.05M 0.1% -227 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,889 $2.05M 0.26% +68 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 3,880 $2.04M 0.71% +40 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 3,868 $2.04M +1,934 Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,866 $2.04M 1.47% -25 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,846 $2.03M 0.07% +20 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,840 $2.02M 0.71% -27 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,837 $2.02M 1.64% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 3,833 $2.02M 0.83% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,829 $2.02M 1.28% +477 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,827 $2.02M 0.19% -23 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,811 $2.01M 0.17% +2,440 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,810 $2.01M 0.47% -260 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 3,792 $2M 0.51% new 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 3,790 $2M 0.07% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,777 $1.99M 0.2% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,775 $1.99M 0.03% +259 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,758 $1.98M 0.83% +1,854 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,757 $1.98M 0.36% -8 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,751 $1.98M 0.51% +65 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,744 $1.97M 0.56% -71 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,743 $1.97M 1.28% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,739 $1.97M 0.31% +151 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,733 $1.97M 0.24% +349 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,730 $1.96M 0.91% -24 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,729 $1.96M 0.32% -142 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,727 $1.96M 0.75% 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,722 $1.96M 0.9% +349 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,720 $1.96M 0.41% +314 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,712 $1.95M 0.75% -294 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,704 $1.95M 0.57% -225 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 3,700 $1.95M 1.92% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,685 $1.94M 0.26% +200 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,684 $1.94M 0.89% +50 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,661 $1.93M 1.07% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,651 $1.92M 0.21% -621 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,651 $1.92M 0.22% -60 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,648 $1.92M 0.93% -19 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,648 $1.92M 0.21% +395 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,638 $1.92M 0.73% new 13F-HR/A Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,957 $1.91M 0.65% +1,498 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,629 $1.91M -549 Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,866 $1.91M 0.17% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,616 $1.9M 0.27% -116 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,614 $1.9M 0.85% -135 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,611 $1.9M 0.51% -110 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,605 $1.9M 0.94% 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,588 $1.89M 0.23% +23 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,576 $1.88M 0.05% +175 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,569 $1.88M 0.49% -20 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,309 $1.87M 0.77% +86 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,553 $1.87M 0.41% -146 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,552 $1.87M 0.01% +385 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,546 $1.87M 0.61% +176 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,544 $1.87M 0.73% +28 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,543 $1.87M 0.35% -112 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,530 $1.86M 0.04% +552 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,509 $1.85M 0.28% -1,708 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,502 $1.84M 0.25% +272 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 3,500 $1.84M 1.48% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,498 $1.84M 0.04% +379 13F-HR/A Timeline CVFG LLC More: the full row for CVFG LLC 3,497 $1.84M 1.68% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,488 $1.84M 0.33% +2,292 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,473 $1.83M 1.52% -210 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,698 $1.83M 1.26% -8 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,467 $1.83M 0.03% +1,546 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,443 $1.81M 0.27% -643 13F-HR/A Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,428 $1.81M 0.61% -2,733 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,428 $1.8M 0.86% -558 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 3,416 $1.8M 1.46% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,416 $1.8M 0.88% -121 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,416 $1.8M 0.19% +1,911 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,411 $1.8M 0.99% +186 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 3,407 $1.79M 2.05% -310 13F-HR/A Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 3,397 $1.79M 0.06% +2,632 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,396 $1.79M 0.52% +445 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,394 $1.79M 0.46% -28 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,362 $1.77M 0.13% +76 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,356 $1.77M 1.67% -292 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 3,353 $1.77M 0.48% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,351 $1.76M 0.73% +17 13F-HR/A Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,340 $1.76M 0.15% +2,586 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,337 $1.76M 0.16% -125 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,331 $1.75M 0.95% -284 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,322 $1.75M 0.1% -251 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,306 $1.74M 0.45% -98 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,301 $1.74M 1.12% -728 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3,298 $1.74M 0.05% -42 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 70 $1.74M 0.09% -3,233 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,268 $1.72M 0.32% +95 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,264 $1.72M 1.74% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,255 $1.71M 0.45% +26 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,253 $1.71M 0.73% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,244 $1.71M 0.86% +22 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,244 $1.71M 0.13% -13,046 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,234 $1.7M 0.52% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,230 $1.7M 1.13% +155 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,227 $1.7M 0.88% -174 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,210 $1.69M 0.1% -49 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,194 $1.68M 0.1% -77 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,193 $1.68M 0.69% +54 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,183 $1.68M 0.46% +210 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 3,176 $1.67M 1.37% -101 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,163 $1.67M 0.36% -125 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,140 $1.65M 0.53% +20 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,135 $1.65M 0.16% +19 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,129 $1.65M 0.6% +54 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,127 $1.65M 0.22% +164 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,124 $1.65M 0.83% +26 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,120 $1.64M 0.44% +40 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,115 $1.64M 0.53% -72 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 3,100 $1.63M 0.25% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,099 $1.63M 0.19% +394 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,088 $1.63M 0.21% -3,476 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,883 $1.63M 0.16% +274 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,064 $1.61M 0.62% +144 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,062 $1.61M 0.6% +1,536 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,062 $1.61M 0.06% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,061 $1.61M 0.34% -15 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,053 $1.61M 0.29% -1,797 13F-HR/A Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,050 $1.61M 0.24% -6 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,045 $1.6M 0.06% +160 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,035 $1.6M 0.36% -73 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,060 $1.6M 0.69% -8 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,030 $1.6M 0.35% -19 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,026 $1.59M 0.06% -127 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,021 $1.59M 0.3% -20 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,021 $1.59M 1.23% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,009 $1.58M 0.41% -72 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 3,009 $1.58M 0.42% -66 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,009 $1.58M 0.95% new 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 3,007 $1.58M 0.32% -30 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,001 $1.58M 0.03% -237 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 3,000 $1.58M 0.05% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,996 $1.58M 1.01% -130 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,988 $1.57M 1.1% +2 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,984 $1.57M 0.15% +40 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,984 $1.57M 0.12% +98 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,007 $1.57M 0.54% -52 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,978 $1.57M 0.47% +115 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,968 $1.56M 1.38% +103 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,966 $1.56M 0.4% +64 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,965 $1.56M 0.09% -68 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,789 $1.56M 0.95% 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,960 $1.56M 0.18% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,956 $1.56M 0.25% -36 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,954 $1.56M 0.13% +1,006 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,954 $1.55M 0.56% -221 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,952 $1.55M 0.23% +410 13F-HR Timeline West Family Investments, Inc. 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