SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 9,940 $723K 0.41% +3,330 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,873 $719K 0.02% -707 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,846 $716K 0.16% -6 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 9,814 $713K 0.78% +1,210 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,791 $712K 0.13% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,770 $710K 0.07% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 9,750 $709K 0.06% -2,100 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,732 $707K 0.03% +130 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,672 $703K 0.02% +417 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,656 $702K 0.2% +3,003 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 9,624 $700K 0.27% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,778 $698K 0.02% -700 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 9,603 $698K 0.3% +1,268 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,603 $698K 0.01% +3,409 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 9,538 $693K 0.06% +216 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 9,459 $688K 0.33% +2,322 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,444 $687K 0.06% -833 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 9,426 $685K 0.44% -8,330 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,421 $685K 0.26% +144 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 9,367 $681K 0.01% +7,367 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,345 $679K 0.02% +1,005 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for Values First Advisors, Inc. 8,199 $596K 0.35% -302 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 8,185 $595K 0.19% +1,185 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,179 $595K 0.09% +24 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,078 $587K 0.12% +5 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,074 $587K 0.13% +1,857 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,065 $586K 0.04% +182 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,060 $586K 0.04% -120 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,050 $585K 0.22% +320 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,039 $584K 0.15% +2,986 13F-HR Timeline Group MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 8,010 $582K 0.4% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,000 $582K 0.13% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,956 $578K 0.06% +502 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,933 $577K 0.01% +680 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 7,899 $574K 0.56% +105 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,850 $571K 0.1% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,846 $570K 0.03% +5,838 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,823 $569K 0.02% +163 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 7,789 $566K 0.46% -111 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 7,780 $566K 0.52% 13F-HR Timeline Herold Advisors, Inc. 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LLC. 7,551 $551K <0.01% -290 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,535 $549K 0.05% -701 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,489 $544K 0.49% +289 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,471 $543K 0.06% -3,837 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 8,000 $543K 0.24% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,439 $541K 0.09% +1,447 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,336 $535K 0.23% -189 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,327 $533K 0.04% +637 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 7,295 $530K 0.2% +1,565 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,293 $530K 0.17% +1,780 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,270 $529K 0.01% -1,324 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,197 $525K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,178 $522K 0.06% -702 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,142 $519K 0.02% +719 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,091 $516K 0.26% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,042 $512K 0.01% -1,123 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7,125 $512K 0.23% +125 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 7,020 $510K 0.4% -670 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,000 $509K 0.04% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,997 $509K 0.04% +111 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,992 $508K 0.15% -372 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,935 $504K 0.02% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,930 $504K 0.16% -100 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,838 $497K 0.03% -1,392 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,817 $496K 0.03% -280 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,821 $496K 0.04% +1,438 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,799 $494K 0.06% new 13F-HR Timeline Group Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 6,772 $492K 0.75% -346 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,764 $492K 0.05% +344 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 6,746 $490K 0.02% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 6,742 $490K 1.11% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,732 $489K 0.22% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,727 $489K 0.04% +227 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,716 $488K 0.02% +1,511 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,679 $486K 0.02% +710 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,675 $485K 0.28% -300 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,636 $484K 0.03% +1,377 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,646 $483K 0.1% +1 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,638 $483K 0.01% new 13F-HR/A Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 6,639 $483K 0.02% +2,935 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,630 $482K 0.38% +1,880 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,616 $481K 0.04% -2 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,612 $481K 0.05% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 6,593 $479K 0.02% +8 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,584 $479K 0.05% -5,264 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,551 $476K 0.07% new 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 6,550 $476K 0.37% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 6,550 $476K 0.23% -414 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,532 $475K 0.1% -8 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,513 $473K 0.12% +346 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 6,500 $473K 0.09% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,499 $472K 0.12% +17 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,480 $471K 0.2% +2,200 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,447 $469K 0.02% +467 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,444 $468K 0.19% -470 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,441 $468K 0.05% +1,010 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,419 $467K 0.15% +86 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,408 $466K 0.07% +784 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,408 $466K 0.44% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,378 $464K 0.06% +273 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,372 $463K 0.08% -18,035 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,350 $462K 0.3% -700 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,327 $460K 0.28% -176 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,320 $459K 0.14% -400 13F-HR Timeline Legacy Financial Advisors, Inc. 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More: the full row for Legal Advantage Investments, Inc. 5,973 $434K 0.23% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,969 $434K <0.01% +2,187 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,946 $432K 0.05% +323 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,928 $431K 0.01% +511 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,916 $430K 0.02% +1,685 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,910 $430K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,902 $429K 0.01% +289 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 5,501 $429K 0.1% +111 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 5,880 $428K 0.08% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,878 $427K 0.01% -58 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 5,850 $425K 0.07% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,833 $424K 0.26% -817 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,814 $422K 0.04% +5,813 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,795 $421K 0.02% -95 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,790 $421K 0.12% -7,990 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,771 $420K 0.2% +2,401 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 5,750 $418K 0.07% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,750 $418K 0.14% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,736 $417K 0.01% +1,638 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,724 $416K 0.03% -520 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,688 $414K 0.01% -86,515 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,670 $412K 0.02% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,609 $408K 0.08% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,592 $408K 0.02% -14,756 13F-HR/A Timeline Group DeDora Capital, Inc. 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