Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 4,207 $640K 0.18% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,206 $640K 0.06% +435 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 4,129 $640K 0.43% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,042 $635K 0.01% +9 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,154 $632K 0.2% -500 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,124 $627K 0.15% -10 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,115 $626K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,105 $625K 0.03% +172 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,084 $622K 0.03% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,057 $617K 0.24% +251 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,024 $616K 0.08% -3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,029 $613K 0.1% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,019 $612K 0.46% +26 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,014 $611K 0.02% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,009 $610K 0.09% -12 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,006 $610K 0.37% -104 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,000 $609K 0.13% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,988 $607K 0.03% -1,213 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,986 $607K 0.19% -193 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,957 $602K 0.36% -55 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,953 $602K 0.09% -140 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,872 $600K 0.32% +11 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,939 $600K 0.15% -121 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 3,937 $599K 0.22% -259 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 3,921 $597K 0.51% 0 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,916 $596K 0.04% -22 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,880 $591K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,800 $589K 0.16% -100 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,847 $585K 0.01% +388 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,834 $583K 0.03% +11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,834 $583K 0.05% -40 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,811 $580K 0.1% -680 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,806 $579K 0.24% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,793 $577K 0.11% +18 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,788 $577K 0.01% +16 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,786 $576K 0.16% +317 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,785 $576K 0.05% +3 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,762 $572K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,759 $572K 0.09% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,743 $570K 0.05% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,738 $569K <0.01% +721 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,736 $569K 0.11% -926 13F-HR/A Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,733 $568K 0.29% +37 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,721 $566K 0.06% -65 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,718 $566K 0.04% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,705 $564K 0.08% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,702 $563K 0.09% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,700 $563K 0.05% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,687 $561K 0.05% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,671 $559K 0.03% -133 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,660 $557K 0.38% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,621 $551K 0.16% +86 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,589 $546K 0.02% -450 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,560 $542K 0.04% +645 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,540 $539K 0.15% -128 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,498 $534K -2,126 Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,500 $533K 0.07% +813 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,491 $531K 0.17% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,474 $529K 0.19% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,396 $528K 0.01% -260 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,442 $524K 0.16% +761 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,435 $523K 0.01% -250 13F-HR Timeline Group Selective Wealth Management, Inc. 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More: the full row for Truepoint, Inc. 3,367 $512K 0.01% -250 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,352 $510K 0.01% -799 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,347 $509K 0.04% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,344 $509K 0.14% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,328 $508K 0.02% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,341 $508K 0.01% 0 13F-HR Timeline Group Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 3,326 $506K 0.09% +4 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,313 $504K 0.18% +187 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,311 $504K 0.22% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,308 $503K 0.08% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,297 $502K 0.02% -5 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,286 $500K 0.07% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,277 $499K 0.06% +4 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,274 $498K 0.01% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,269 $498K 0.18% +6 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,259 $496K 0.05% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,252 $495K 0.18% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,252 $495K 0.01% +1 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,217 $490K 0.01% -35 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,203 $487K 0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,195 $486K 0.05% -53 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,180 $484K 0.03% -50 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 3,156 $480K 0.26% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,155 $480K 0.09% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,151 $480K 0.02% +375 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,143 $478K 0.06% +11 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,131 $476K 0.04% -3,560 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,114 $474K 0.03% +10 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,113 $474K 0.02% +680 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,109 $473K 0.02% +289 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,106 $473K 0.07% +6 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,102 $472K +1,551 Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,100 $472K 0.17% +20 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,073 $468K 0.1% -68 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,073 $468K 0.1% -35 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,063 $466K 0.02% +34 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,061 $466K 0.12% -90 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,049 $464K 0.03% -235 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,042 $463K 0.29% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 3,039 $462K 0.12% -99 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,037 $462K 0.13% +7 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,034 $462K 0.04% +500 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,031 $461K 0.09% +30 13F-HR/A Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,018 $459K 0.07% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,013 $459K 0.09% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,996 $456K <0.01% -203 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,995 $456K 0.02% -48 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,984 $454K 0.01% -175 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,980 $453K 0.22% +2 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,976 $453K 0.08% -122 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,967 $451K 0.08% -94 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3,082 $450K 2.18% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $448K 0.11% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Legacy Trust More: the full row for Legacy Trust 2,928 $446K 0.08% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,923 $445K 0.07% +28 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,910 $443K 0.03% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,905 $442K 0.08% 0 13F-HR Timeline Kinetic Wealth Investment Advisors LLC More: the full row for Kinetic Wealth Investment Advisors LLC 2,902 $442K 0.21% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,886 $439K 0.01% -11,557 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,885 $439K 0.02% 0 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,874 $437K 0.05% 0 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,859 $435K 0.01% -33 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,859 $435K 0.07% -63 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,846 $434K 0.2% +1 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,845 $433K 0.15% +2 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,767 $433K 0.05% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,795 $432K <0.01% -219 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 2,836 $432K 0.05% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,837 $432K 0.02% -150 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,830 $431K 0.02% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,825 $430K 0.01% -22 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,814 $428K 0.08% +12 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,780 $423K 0.14% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,772 $422K 0.13% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,759 $420K 0.06% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,757 $420K 0.12% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,743 $417K 0.02% -120 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,740 $417K 0.1% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,724 $415K 0.2% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,720 $414K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,718 $414K 0.01% -44 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,708 $412K 0.02% -35 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,703 $411K 0.06% -686 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,699 $411K 0.11% +10 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,692 $410K 0.02% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,687 $409K 0.11% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,684 $409K 0.05% +882 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 2,682 $408K 0.04% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 2,680 $408K 0.3% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,678 $408K 0.04% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,664 $405K 0.02% +3 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,660 $405K 0.02% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,659 $405K 0.04% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 2,650 $403K 0.19% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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A. More: the full row for WEBSTER BANK, N. A. 2,505 $381K 0.03% +755 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,496 $380K 0.21% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,496 $380K 0.06% -9 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,600 $379K 0.01% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,483 $378K 0.13% -265 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,483 $378K 0.01% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,482 $378K 0.09% -46 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,478 $377K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,474 $376K 0.02% -34 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 2,471 $376K 0.22% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 2,460 $375K 0.33% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,453 $373K 0.14% 0 13F-HR Timeline Harfst & Associates, Inc. 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