GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,630 $1.73M 0.3% +53 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,560 $1.72M 0.51% +411 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,469 $1.69M 0.49% -379 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,420 $1.68M 0.51% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,419 $1.68M 0.29% -119 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,339 $1.66M 1.22% -222 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 6,300 $1.65M 1.61% -390 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 6,298 $1.65M 0.57% -284 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,247 $1.63M 0.3% -135 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,221 $1.63M 0.9% -250 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,043 $1.58M 0.28% +155 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,985 $1.57M 0.19% -2 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,888 $1.54M 0.97% -35 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,868 $1.54M 1.41% -16 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,762 $1.51M 0.79% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,655 $1.48M 0.19% -53 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,581 $1.46M 0.28% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,575 $1.46M 0.16% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,518 $1.44M 0.31% +160 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,335 $1.4M 0.83% +33 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,219 $1.37M 0.78% +74 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,204 $1.36M 0.23% -164 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,199 $1.36M 0.57% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,180 $1.36M 0.81% -361 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,112 $1.34M 0.38% +3 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,088 $1.33M 0.55% -2,887 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,904 $1.3M 0.6% -5 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,886 $1.28M 0.07% -42,429 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,871 $1.27M 0.45% 0 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 4,783 $1.25M 0.55% +32 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,748 $1.24M 0.15% +82 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,735 $1.24M 0.33% +221 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,673 $1.22M 0.24% -289 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 4,601 $1.2M 0.37% +144 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,541 $1.19M 0.28% +9 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,502 $1.18M 0.14% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,500 $1.18M 0.47% +3 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,454 $1.17M 0.08% -127 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,629 $1.16M 0.44% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,168 $1.15M 0.13% +408 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,360 $1.14M 0.24% -146 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,350 $1.14M 0.25% -63 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,332 $1.13M 0.12% -1,434 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,248 $1.11M 0.13% -17 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 4,064 $1.1M 0.73% -85 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,167 $1.09M 0.78% +406 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,135 $1.08M 0.19% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,121 $1.08M 0.17% +124 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,093 $1.07M 0.66% -52 13F-HR Timeline Whalen Wealth Management Inc. 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ALLISON & CO., INC. 2,390 $625K 0.35% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,349 $614K 0.44% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,296 $601K 0.1% -27 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,231 $584K 0.17% -285 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,231 $584K 0.04% +131 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,224 $582K 0.22% -5,659 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,109 $579K 0.17% +627 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 2,211 $578K 0.53% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,201 $576K 0.31% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,201 $576K 0.09% +280 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,192 $573K 0.05% -100 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 2,183 $571K 0.42% +31 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,164 $566K 0.36% -463 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,109 $552K 0.05% +6 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,092 $547K 0.05% +156 13F-HR Timeline General Partner, Inc. 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