Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,176 $798K 0.29% +214 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,175 $797K 0.68% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,169 $795K 0.06% -146 13F-HR/A Timeline Security National Bank More: the full row for Security National Bank 2,168 $795K 0.14% +13 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,167 $795K 0.67% -11 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,164 $793K 1.41% +41 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,162 $793K 0.8% +43 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,160 $792K 0.09% +168 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,158 $791K 0.16% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,155 $790K 0.67% -10 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,153 $789K 0.14% -530 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,153 $789K 0.12% +171 13F-HR Timeline Rodgers Brothers Inc. 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More: the full row for Cape Investment Advisory, Inc. 2,027 $743K 0.27% -113 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,025 $742K 0.2% +11 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,001 $742K 0.15% -3 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,019 $740K 0.42% -43 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,011 $737K 0.45% +31 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,009 $736K 0.13% +478 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,007 $736K 0.19% +29 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 2,000 $733K <0.01% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,000 $733K 0.27% +206 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,993 $731K 0.27% +139 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,989 $729K 0.3% -109 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,986 $728K 0.47% +137 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,984 $727K 0.13% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,983 $727K 0.18% -2 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,981 $726K 0.24% +97 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,981 $726K 0.23% -34 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,979 $725K 0.11% +273 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,978 $725K 0.17% +33 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,978 $725K 0.56% +17 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,977 $725K 0.09% +34 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,975 $724K 0.08% -15 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,974 $724K 0.1% +51 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,974 $724K 0.21% -1,798 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,973 $723K 0.32% -135 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,970 $722K 0.45% +76 13F-HR/A Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,968 $722K 0.26% -477 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,967 $721K 0.05% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,967 $721K 0.33% -11 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,961 $721K 0.23% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,957 $718K 0.07% +24 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,954 $716K 0.11% -735 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,953 $716K 0.01% -108 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,953 $716K 0.42% -2,691 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,953 $716K 0.27% -675,902 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,952 $716K 0.25% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,951 $715K 0.06% +61 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,949 $715K 0.56% +95 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,935 $709K 0.53% +61 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,929 $707K 0.53% +23 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 1,926 $706K 0.37% -59 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,920 $704K 0.56% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,915 $702K 0.26% +210 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,915 $702K 0.49% +159 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,913 $701K 0.12% +226 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,911 $701K 0.28% -177 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,910 $700K 0.07% +22 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,910 $700K 0.22% -73 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,907 $699K 0.33% +552 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,903 $698K 0.06% +70 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 1,902 $697K 0.38% +303 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,897 $696K 0.33% +120 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,896 $695K 0.44% -6 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,896 $695K 0.16% -22 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,895 $695K 0.4% +86 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,893 $694K 0.12% -2 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,893 $694K 0.25% +126 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,892 $694K 0.08% +119 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,855 $692K 0.13% +65 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,888 $692K 0.08% +7 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,886 $691K 0.17% +99 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,885 $691K 0.33% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,883 $690K 0.08% +303 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,880 $689K 0.18% +236 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,879 $689K 0.18% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,875 $687K 0.45% -540 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,875 $687K 0.3% +28 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,874 $687K 0.12% -5 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,875 $687K 0.39% +58 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,874 $687K 0.23% -495 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,874 $687K 0.24% -3 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,873 $687K 0.06% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,873 $687K 0.18% +37 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,867 $685K 0.22% 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,866 $684K 0.52% -31 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,866 $684K 0.14% +363 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,864 $683K 0.06% -46 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,864 $683K 0.37% +45 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,863 $683K 0.61% +142 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,863 $683K 0.13% -11 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,863 $683K 0.65% 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,861 $682K 0.04% -86 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,857 $681K 0.79% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,856 $680K 0.34% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,850 $678K 0.17% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,850 $678K 0.13% +1 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,849 $678K 0.1% -292 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,847 $677K 0.38% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,847 $677K 0.46% -19 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,845 $676K 0.24% +481 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,844 $676K 0.21% -20 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,743 $675K 0.17% +63 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,839 $674K 0.09% -438 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,836 $673K 0.21% +80 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,835 $673K 0.46% +42 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,831 $671K 0.63% -31 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,830 $671K 0.13% +4 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,829 $671K 0.22% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,826 $669K 0.54% -10 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,821 $668K 0.16% +510 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,819 $667K 0.58% +93 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,819 $667K 1.37% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,816 $666K 0.03% 0 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,788 $663K 0.37% -124 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 1,807 $663K 0.35% -44 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,807 $662K 0.55% +6 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,806 $662K 0.17% +35 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,805 $662K 0.01% -100 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. Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,800 $660K 0.2% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,796 $658K 0.28% -1,539 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,795 $658K 0.06% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,788 $656K 0.03% +35 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,786 $655K 0.07% +6 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,784 $654K 0.28% +15 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,783 $654K 0.05% -200 13F-HR Timeline Heritage Investment Group, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,792 $652K 0.44% -8 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,777 $652K 0.21% +125 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,776 $651K 0.1% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,775 $651K 0.37% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,775 $651K 0.2% +1 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,775 $651K 0.15% -81 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,774 $650K 0.11% +147 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,773 $650K 0.43% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,772 $650K 0.63% +9 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,771 $649K 0.31% +200 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,771 $649K 0.19% +232 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,770 $649K 0.05% -31,000 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,770 $649K 0.08% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,770 $649K 0.21% +73 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,766 $647K 0.12% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,765 $647K 0.11% -15 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,765 $647K 0.23% +538 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,759 $645K 0.15% +10 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,759 $645K 0.14% +10 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,756 $644K 0.22% +25 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,753 $643K 0.25% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,751 $642K 0.29% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,748 $641K 0.34% +18 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,745 $640K 0.01% +253 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,736 $636K 0.13% +25 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,734 $636K 0.32% -5 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 1,733 $635K 0.49% +22 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,733 $635K 0.37% +158 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,732 $635K 0.23% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,731 $635K 0.2% -4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,726 $633K 0.15% +74 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,722 $632K 0.33% +10 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,722 $631K 0.41% +298 13F-HR/A Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,720 $631K 0.21% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,720 $631K 0.42% -25 13F-HR Timeline