BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,187 $801K 0.26% +122 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,181 $799K 0.43% +118 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,178 $798K 0.72% +175 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,176 $798K 0.14% +18 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,167 $794K 0.42% +240 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,166 $794K 0.61% -12 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,165 $793K 0.73% -2,687 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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Cornerstone Investments Inc. 2,139 $784K 0.54% +739 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,136 $783K 0.47% +279 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,136 $783K 0.28% +14 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,135 $782K 0.24% -2 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,132 $781K 0.1% +17 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,131 $781K 0.18% +203 13F-HR Timeline Financial Advisors Network, Inc. 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More: the full row for Aldebaran Financial Inc. 2,109 $773K 0.94% -14 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,108 $773K 0.38% -165 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,099 $769K 0.09% -261 13F-HR Timeline Group WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,098 $769K 0.35% +118 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,048 $769K 0.15% +887 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,095 $768K 0.16% -4,366 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,088 $765K 0.31% -79 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,086 $764K 0.88% +66 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,082 $763K 0.18% +142 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,080 $762K 0.43% +214 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Sunflower Bank, N.A. 1,978 $725K 0.2% -21 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,975 $724K 0.42% 0 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,975 $724K 0.37% -31 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,967 $721K 0.06% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,964 $720K 0.35% +616 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,962 $719K 0.29% +59 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,961 $719K 0.6% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,956 $717K 0.58% -9 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,004 $716K 0.18% -28 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,952 $715K 0.26% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,947 $714K 0.05% +222 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,946 $713K 0.39% +6 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,945 $713K 0.18% +210 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,943 $712K 0.1% +67 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,934 $709K 0.2% -58 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,933 $708K 0.08% +27 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,931 $708K 0.6% -400 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,930 $707K 0.27% -44 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,923 $705K 0.11% -312 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,920 $704K 0.6% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,918 $703K 0.17% -7 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,915 $702K 0.28% -2 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,910 $700K 0.07% -564 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,763 $699K 0.68% -48 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,906 $699K 0.57% -119 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,905 $698K 0.01% -559 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,902 $697K 0.51% -49 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,897 $695K 0.59% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,896 $695K 0.12% new 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,895 $694K 0.13% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,894 $694K 0.47% -1,454 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,890 $693K 0.06% +1 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,888 $692K 0.07% +9 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,912 $692K 0.02% -294 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,885 $691K 0.37% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,884 $690K 0.27% +309 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,881 $689K 0.09% -1 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,879 $689K 0.18% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,879 $689K 0.13% -323 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,878 $688K 0.27% +27 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,878 $688K 0.12% +376 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,877 $688K 0.23% +441 13F-HR/A Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,877 $688K 0.24% -27 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,877 $688K 0.26% -25 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,912 $688K 0.44% +126 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,874 $687K 0.14% +39 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,874 $687K 0.54% +111 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,873 $686K 0.37% +174 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,869 $685K 0.02% -13,727 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 1,869 $685K 0.88% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,866 $684K 0.51% +25 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,864 $683K 0.22% +51 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,862 $683K 0.68% +20 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,858 $681K 0.41% -193 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,857 $681K 0.86% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,857 $681K 0.13% +18 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,856 $680K 0.39% -150 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,856 $680K 0.15% +18 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,854 $679K 0.59% +54 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,854 $679K 0.33% -379 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 1,851 $678K 0.36% -24 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,850 $678K 0.2% -200 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,849 $678K 0.51% -26 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,849 $678K 0.15% +219 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,741 $677K 0.48% -30 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,847 $677K 0.32% +90 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,847 $677K 0.43% +1 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,843 $675K 0.17% +327 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,839 $674K 0.1% -300 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,836 $673K 0.25% +62 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,836 $673K 0.5% -47 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,836 $673K 0.18% -277 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,833 $672K 0.06% -47 13F-HR/A Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,832 $671K 0.01% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,830 $671K 0.02% -38 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,829 $670K 0.24% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,826 $669K 0.14% -13 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,819 $667K 1.52% new 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,819 $667K 0.42% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,815 $665K 0.45% +10 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,817 $665K 0.36% -7 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,816 $665K 0.05% -37 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,809 $663K 0.43% -25 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,807 $662K 0.22% -416 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 1,819 $661K 0.44% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,800 $660K 0.45% +128 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,801 $660K 0.56% -19 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,800 $660K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,796 $658K 0.5% +1 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,795 $658K 0.06% +79 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,794 $657K 0.28% -51 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,793 $657K 0.53% +12 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,787 $655K 0.18% +67 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,783 $653K 0.12% +50 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,780 $652K 0.08% +10 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,780 $652K 0.13% -25 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,777 $651K 0.35% +1,467 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,777 $651K 0.13% -14 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,775 $651K 0.41% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,774 $650K 0.22% -52 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,774 $650K 0.14% -114 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,773 $650K 0.28% -68 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,773 $650K 0.08% +76 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,773 $650K 0.44% -15 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,771 $649K 0.19% -19 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,770 $649K 0.08% -51 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,771 $649K 0.72% +10 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,769 $648K 0.31% +10 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,767 $648K 0.28% +247 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,766 $647K 0.13% +30 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,761 $645K 0.45% +49 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,756 $644K 0.5% +53 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,756 $644K 0.22% +26 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,753 $642K 0.37% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,753 $642K 0.02% +100 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,752 $642K 0.14% +65 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,751 $642K 0.32% -12 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,750 $641K 0.21% +3 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,750 $641K 0.72% -204 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,749 $641K 0.15% -1 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,749 $641K 0.17% -12 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,748 $641K 0.17% -666 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 1,745 $640K 0.48% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,744 $639K 0.27% +47 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,741 $638K 0.27% -7 13F-HR Timeline