Keystone Financial Group More: the full row for Keystone Financial Group 8,618 $2.61M 0.18% +1,192 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,626 $2.61M 0.52% -544 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,619 $2.6M 0.55% +703 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,611 $2.6M 0.82% +89 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,600 $2.6M 0.89% +372 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 8,591 $2.6M 0.04% -1,542 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 8,586 $2.6M 0.15% -520 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,586 $2.6M 0.25% -10 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 8,563 $2.59M 1.41% 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 8,555 $2.59M 1.47% +50 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,552 $2.58M 0.21% +208 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,543 $2.58M 2.27% -25,057 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 8,536 $2.58M 0.67% -1,208 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 8,535 $2.58M 0.33% -174 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,699 $2.58M 0.76% -448 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 8,519 $2.57M 2% -1,785 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,519 $2.57M 0.19% +188 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 7,328 $2.57M 1.63% -177 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,484 $2.56M 0.78% -2,184 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 8,478 $2.56M 1.42% +2,271 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,472 $2.56M 0.19% -511 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,470 $2.56M 0.1% +5,311 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,466 $2.56M 1.04% +67 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,466 $2.56M 0.8% +409 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,463 $2.56M 0.69% -828 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,457 $2.56M 0.78% -49 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 8,456 $2.56M 0.23% -815 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 8,450 $2.55M 1.7% +71 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,442 $2.55M 1.13% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,433 $2.55M 0.19% +279 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 8,430 $2.55M 0.82% +584 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,426 $2.55M 0.13% +409 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,407 $2.54M 0.57% -22 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,702 $2.54M 0.2% +1,277 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,405 $2.54M 0.04% -8,131 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,404 $2.54M 2.48% -179 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,033 $2.54M 0.15% -21 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 8,385 $2.53M 0.05% +105 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,355 $2.53M 0.28% -173 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,070 $2.52M 0.18% -74 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,315 $2.51M 0.98% -51 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,313 $2.51M 0.29% +3 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,311 $2.51M 0.37% -608 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 8,300 $2.51M 0.06% 0 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 8,294 $2.51M 1.88% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,263 $2.5M 1.02% -2,269 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,263 $2.5M 0.32% +667 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,253 $2.49M 0.31% +168 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,239 $2.49M 0.1% -4,948 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,213 $2.48M 1.24% +12 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,209 $2.48M 0.85% +22 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 8,173 $2.47M 1.45% +121 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,087 $2.46M 0.3% +333 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 8,146 $2.46M 1.14% +160 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 8,132 $2.46M 0.37% -147 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 8,122 $2.45M 0.43% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,093 $2.45M 0.42% +440 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 8,091 $2.45M 0.46% +58 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 8,073 $2.44M 0.55% 13F-HR/A Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,067 $2.44M 0.61% +1,154 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,065 $2.44M 0.45% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,061 $2.44M 0.38% +196 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 8,053 $2.43M 2.16% -246 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 8,049 $2.43M 0.69% -66 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,032 $2.43M 0.08% +1,879 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 8,016 $2.42M 1.2% -234 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,013 $2.42M 0.06% +4,670 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 8,013 $2.42M 1.84% +2,118 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 7,977 $2.41M 0.72% -625 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,969 $2.41M 0.02% +6,668 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,958 $2.41M 0.42% +135 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 7,945 $2.4M 0.63% -566 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,934 $2.4M 1.05% -30 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,929 $2.4M 0.82% +4,465 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,923 $2.39M 0.34% -17 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,903 $2.39M 0.28% -271 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,898 $2.39M 0.03% +163 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,884 $2.38M 0.07% +1,002 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,888 $2.38M 0.75% +810 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,866 $2.38M 1.64% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 7,856 $2.37M 0.88% -185 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,849 $2.37M 0.14% +112 13F-HR Timeline Group Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 7,848 $2.37M 1.86% +382 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,840 $2.37M 0.89% +2,201 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,836 $2.37M 0.92% 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,828 $2.37M 0.39% -113 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,824 $2.36M 0.93% -28 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,811 $2.36M 1.38% -218 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,802 $2.36M 0.17% -798 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,786 $2.35M 0.33% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,786 $2.35M 0.07% +438 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 7,767 $2.35M 0.86% -267 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 7,765 $2.35M 2.07% +154 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,763 $2.35M 0.86% -235 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,750 $2.34M 1.94% -24 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 7,718 $2.33M 0.86% -56 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,701 $2.33M 1.57% +188 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 7,700 $2.33M 0.07% 0 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,681 $2.32M 0.48% -16 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,672 $2.32M 0.49% -547 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,662 $2.32M 0.64% -37 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,660 $2.32M 1.55% +141 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 7,223 $2.31M 0.87% -2,253 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,646 $2.31M 0.72% +1,762 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,641 $2.31M 0.85% -315 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,601 $2.3M 0.16% +5,464 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,600 $2.3M 0.28% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,596 $2.3M 0.25% +70 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,594 $2.3M 0.28% -220 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,588 $2.29M 0.38% -347 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 7,582 $2.29M 3.61% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,579 $2.29M 0.29% +1,381 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 7,568 $2.29M 1% +849 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,566 $2.29M 0.23% +2,345 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,566 $2.29M 0.48% -3,475 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,627 $2.29M 0.72% -931 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,563 $2.29M 0.41% +379 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,550 $2.28M 0.33% +1,317 13F-HR Timeline Group HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 7,523 $2.27M 0.93% +600 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,521 $2.27M 0.11% new 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 7,508 $2.27M 0.34% +398 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 7,476 $2.26M 0.18% +437 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,470 $2.26M 0.68% +2,625 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 7,467 $2.26M 1.53% -77 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,458 $2.25M 1.53% -26 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,453 $2.25M 0.32% -61 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,450 $2.25M 0.44% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,449 $2.25M 1.24% -400 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,441 $2.25M 0.16% -387 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 7,439 $2.25M 1.66% -807 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 7,437 $2.25M 1.83% -112 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 7,413 $2.24M 0.49% +2,072 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 7,408 $2.24M 0.67% -539 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,407 $2.24M 0.15% +24 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 7,404 $2.24M <0.01% +40 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,397 $2.24M 0.16% -1,113 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 7,388 $2.23M 0.99% +3,707 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,374 $2.23M 0.34% +1,178 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,366 $2.23M 0.33% +554 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,366 $2.23M 0.68% +5 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 7,354 $2.22M 1.36% -41 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 7,338 $2.22M 0.24% +3,559 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,335 $2.22M 0.35% +299 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 7,327 $2.21M 1.08% -383 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 7,324 $2.21M 1.33% -212 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,312 $2.21M 0.92% -233 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,308 $2.21M 0.84% -21 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 7,300 $2.21M 2.6% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 7,286 $2.2M 1.99% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 7,280 $2.2M 0.84% -371 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,264 $2.2M 0.38% -2,800 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,256 $2.19M 0.2% +500 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,238 $2.19M 0.29% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 7,239 $2.19M 1.87% +242 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,232 $2.19M 0.18% -352 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,231 $2.19M 1.02% -9 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 7,221 $2.18M 1.32% +132 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 7,214 $2.18M 0.29% 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 7,212 $2.18M 1.75% +240 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,208 $2.18M 1.05% -6 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,202 $2.18M 0.32% +191 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,196 $2.17M 0.84% +68 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,178 $2.17M 0.16% -105 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 7,172 $2.17M 0.99% -369 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 7,171 $2.17M 2.79% +2,124 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,168 $2.17M 0.78% -418 13F-HR Timeline Lloyd Advisory Services, LLC. 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