HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,944 $1.76M 0.02% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,943 $1.76M 0.2% -355 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 2,937 $1.76M 0.91% +35 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,725 $1.75M 0.55% -63 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,930 $1.75M 0.52% +9 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,928 $1.75M 0.24% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,926 $1.75M 0.16% +1,855 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,920 $1.74M 0.17% -88 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 2,919 $1.74M 0.34% -802 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,003 $1.74M 0.79% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,906 $1.74M 0.92% -109 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,905 $1.74M 0.44% -173 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,903 $1.73M 0.43% +430 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,895 $1.73M 0.34% +9 13F-HR Timeline Whalen Wealth Management Inc. 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More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,854 $1.71M 1.25% +7 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,839 $1.7M 1.03% +74 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,837 $1.7M 0.05% +71 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,833 $1.69M 1.02% +351 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,833 $1.69M 0.11% -521 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,832 $1.69M 0.24% -36 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,827 $1.69M 1.35% +540 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,820 $1.69M 0.29% +4 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,813 $1.68M 0.51% +777 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,818 $1.68M 0.74% +28 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,809 $1.68M 1.28% +11 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 2,804 $1.68M 0.56% +1 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,795 $1.67M 0.75% +505 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,785 $1.66M 0.64% -33 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,781 $1.66M 0.13% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,771 $1.66M 0.69% +180 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,632 $1.65M 1.17% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,755 $1.65M 0.15% -11 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,755 $1.65M 0.25% -40 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,750 $1.64M 0.15% +58 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,740 $1.64M 2.02% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,738 $1.64M 0.13% +1,008 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,734 $1.63M 0.17% -113 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,721 $1.63M 0.24% -8 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,718 $1.62M 0.19% +32 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,716 $1.62M 0.59% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,704 $1.62M 0.35% +500 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 2,703 $1.62M 0.34% +1,583 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,696 $1.61M 0.42% +1,068 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,692 $1.61M 0.08% +654 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,690 $1.61M 0.18% -56 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,689 $1.61M 0.69% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,682 $1.6M 0.61% -584 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,682 $1.6M 0.08% -2,373 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 2,667 $1.59M 1.32% +7 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 2,666 $1.59M 0.75% +2 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,655 $1.59M 0.48% +8 13F-HR Timeline City State Bank More: the full row for City State Bank 2,655 $1.59M 0.41% -2 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,655 $1.59M 0.77% +33 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,651 $1.58M 0.07% -40 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,646 $1.58M 0.32% +117 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,635 $1.57M 0.16% -1,651 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,632 $1.57M 0.06% +33 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,620 $1.57M 0.06% -4 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,617 $1.56M 0.52% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,615 $1.56M 0.2% +17 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,614 $1.56M 0.5% +61 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,612 $1.56M 0.47% +1,410 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,611 $1.56M 0.17% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,601 $1.55M 0.21% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,598 $1.55M 0.17% -15 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,593 $1.55M 0.19% -297 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,591 $1.55M 0.52% -3,918 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,588 $1.55M 0.34% -27 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,353 $1.55M 0.71% -99 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,395 $1.54M 0.05% +314 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,580 $1.54M 1.02% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,579 $1.54M 0.22% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,574 $1.54M 1.09% +328 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,560 $1.53M 0.1% -11 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,241 $1.53M 0.6% -1,250 13F-HR Timeline Fullerton Fund Management Co Ltd. 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More: the full row for Ellevest, Inc. 2,523 $1.51M 0.21% +14 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,516 $1.5M 0.49% +18 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,515 $1.5M 0.73% +103 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,513 $1.5M 1.3% +77 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,509 $1.5M 0.61% -382 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 2,505 $1.5M 0.41% +1,139 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,496 $1.49M 0.23% +364 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,495 $1.49M 0.63% -3 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,492 $1.49M 0.02% -33 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,492 $1.49M 0.85% -562 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,212 $1.49M 0.94% 0 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 2,478 $1.48M 1.29% +1,238 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,472 $1.48M 0.91% -3 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,468 $1.47M 0.24% +121 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 2,468 $1.47M 0.86% 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,467 $1.47M 0.4% +125 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,457 $1.47M 0.39% +61 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,452 $1.47M 0.7% -6 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,443 $1.46M 0.68% -1,129 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,443 $1.46M 0.14% -435 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,441 $1.46M 0.16% -2 13F-HR Timeline Financial Security Advisor, Inc. 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More: the full row for Stockman Wealth Management, Inc. 2,414 $1.44M 0.16% -909 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 2,411 $1.44M 0.88% -5,866 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,405 $1.44M 0.4% +1,307 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,402 $1.44M 0.19% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,394 $1.43M 0.25% -187 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,392 $1.43M 0.43% +8 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,390 $1.43M 0.58% -73 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,388 $1.43M 0.68% +99 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,210 $1.43M 0.6% -9 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,383 $1.42M 0.27% -3,752 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,373 $1.42M 0.1% -121 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,373 $1.42M 0.33% +322 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,372 $1.42M 0.41% +150 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,356 $1.41M 0.19% +544 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,355 $1.41M 0.19% 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 2,342 $1.4M 0.89% +642 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,334 $1.39M 0.28% -18,654 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,333 $1.39M 0.15% -689 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,332 $1.39M 0.71% -31 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,330 $1.39M 0.18% +178 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 2,328 $1.39M 1.39% -89 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 2,325 $1.39M 0.32% +59 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,320 $1.39M 0.7% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,319 $1.39M 0.03% -200 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,314 $1.38M 0.18% +31 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,313 $1.38M 0.73% +2,304 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,307 $1.38M 0.38% +9 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,299 $1.37M 0.77% +3 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,299 $1.37M 0.18% +877 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,288 $1.37M 1.17% +55 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,284 $1.36M 0.1% +2,162 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,282 $1.36M <0.01% -2,884 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,281 $1.36M 0.05% -268 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,280 $1.36M 0.57% -15,811 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 2,279 $1.36M 1.05% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,274 $1.36M 0.61% +37 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,267 $1.35M 0.27% +75 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,264 $1.35M 0.1% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,263 $1.35M 0.4% -134 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,261 $1.35M 0.32% -8 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,260 $1.35M 0.66% -161 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,251 $1.35M 0.27% +168 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,251 $1.35M 0.9% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,245 $1.34M 0.3% +176 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,244 $1.34M 0.62% +200 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,243 $1.34M 0.15% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,224 $1.33M 0.09% -10 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,221 $1.33M 0.18% +640 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,220 $1.33M 0.13% -832 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,217 $1.32M 0.95% -43 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,215 $1.32M 0.27% +930 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,215 $1.32M 0.06% +960 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,214 $1.32M 0.55% +1,086 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,211 $1.32M 0.29% -153 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 2,208 $1.32M 0.11% +30 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,207 $1.32M 0.33% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,207 $1.32M 0.31% -25 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,207 $1.32M 0.2% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,205 $1.32M 0.18% +34 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,195 $1.31M 0.88% -28 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 2,193 $1.31M 0.99% +615 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,189 $1.31M 1.35% -3 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,171 $1.31M 1.26% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 2,188 $1.31M 0.42% +218 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,186 $1.31M 0.55% -431 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 2,184 $1.31M <0.01% -395 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 2,184 $1.31M 0.54% -37 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,179 $1.3M 0.86% +1,413 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,170 $1.3M 0.64% -11,688 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,168 $1.3M 0.53% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,163 $1.29M 0.23% +7 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,162 $1.29M 0.5% +92 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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