Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,389 $528K 0.26% -1,552 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,448 $527K 0.42% -105 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,443 $526K 0.05% +341 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,438 $525K 0.12% +449 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,437 $525K 0.18% +1,254 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,433 $524K 0.27% +7 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,428 $524K 0.65% -16 13F-HR/A Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,428 $524K 0.19% -10 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,427 $523K 0.11% -104 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,426 $523K 0.1% +432 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,421 $523K 0.4% +2 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,420 $522K 0.49% -2,657 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,417 $522K 0.46% +38 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 3,415 $522K 0.41% +161 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,413 $521K 0.27% -223 13F-HR/A Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,410 $521K 0.15% +265 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,410 $521K 0.39% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,410 $521K 0.38% -455 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,407 $520K 0.36% -6 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,402 $520K 0.08% -12 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,399 $519K 0.26% +10 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 3,399 $519K 0.15% +3 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,397 $519K 0.11% -62 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,391 $518K 0.08% -117 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,311 $517K 0.36% -684 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,381 $516K 0.23% -73 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,374 $515K 0.27% +127 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,371 $515K 0.13% +8 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,369 $515K 0.23% 13F-HR Timeline Total Clarity Wealth Management, Inc. 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