Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,144 $984K 0.24% +31 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,123 $982K 0.07% -496 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,064 $976K 0.25% -457 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 9,000 $969K 0.55% -2,237 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,920 $960K 0.19% -61 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,917 $960K 0.21% -12 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,917 $960K 0.41% +372 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,388 $946K 0.19% -401 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,753 $942K 0.38% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,705 $937K 0.17% -22 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,512 $916K 0.22% +139 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,477 $912K 0.28% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,200 $883K 0.45% +101 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,179 $880K 0.54% -146 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 8,134 $875K 0.37% -226 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 8,074 $869K 0.22% +167 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,058 $867K 0.75% -100 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,970 $858K 0.07% -112 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,897 $850K 0.07% +712 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 7,881 $848K 0.5% +495 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,773 $837K 0.24% -9,069 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,014 $830K 0.1% +639 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,714 $830K 0.29% -26 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,568 $815K 0.1% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 7,543 $812K 0.36% -39 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 7,465 $803K 0.18% -46 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,437 $800K 0.32% +151 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,431 $800K 0.16% -862 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,332 $789K 0.05% +1,226 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,313 $787K 0.14% +621 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Graves Light Lenhart Wealth, Inc. 4,718 $508K 0.05% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,702 $506K 0.03% -113 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 4,681 $504K 0.16% -6 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,676 $503K 0.12% +356 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,636 $499K 0.05% -391 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,570 $492K 0.22% new 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,532 $488K 0.23% +10 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,508 $485K 0.05% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 4,321 $465K 0.15% +325 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,277 $460K 0.11% +8 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,200 $452K 0.25% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 4,109 $442K 0.01% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 3,984 $433K 0.28% -217 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. 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ALLISON & CO., INC. 2,910 $313K 0.18% +200 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,901 $312K 0.03% +461 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,841 $306K 0.03% +79 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,770 $298K 0.04% +593 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,704 $291K 0.1% -91 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 2,700 $291K 0.14% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,685 $289K 0.02% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,664 $287K 0.13% +48 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,659 $286K 0.05% +904 13F-HR Timeline Buttonwood Financial Advisors Inc. 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