Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,565 $804K 0.34% +159 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,565 $804K 0.07% +771 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,565 $804K 0.08% +771 13F-HR Timeline Advance Capital Management, Inc. 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More: the full row for MEANS INVESTMENT CO., INC. 1,533 $787K 0.06% -2,736 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,528 $785K 0.1% +759 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,526 $784K 0.28% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,525 $783K 0.46% -24 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,523 $782K 0.06% +108 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. 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More: the full row for Wealth Dimensions Group, Ltd. 1,516 $778K 0.14% +19 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,514 $778K 0.43% -46 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,523 $777K 0.11% +168 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,511 $776K 0.06% +8 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,506 $773K 0.06% +36 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,503 $772K 0.23% -46 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,502 $771K 0.26% -35 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,500 $770K 0.02% -24,190 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. 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More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,455 $747K 0.64% -162 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,455 $747K 0.3% +199 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,451 $745K <0.01% -91,013 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,450 $745K 0.08% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,447 $743K 0.23% +3 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,446 $743K 0.16% -203 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,445 $742K 0.19% +21 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,442 $741K 0.12% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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More: the full row for First Business Financial Services, Inc. 1,425 $732K 0.06% +43 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,423 $731K 0.02% -5,363 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,421 $730K 0.22% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,420 $729K 0.06% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,418 $728K 0.59% -88 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,417 $728K 0.48% -17 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,289 $726K 0.34% +6 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,413 $726K 0.19% +1 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,411 $725K 0.54% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,409 $724K 0.45% -169 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,409 $724K 0.04% -500 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,408 $723K 0.7% -1,808 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,408 $723K 0.15% +4 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,402 $720K 0.12% -74 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,401 $720K 0.08% -674 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,400 $719K 0.03% -95 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,399 $719K 0.08% -6 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,396 $717K 0.05% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,394 $716K 0.18% +12 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,393 $716K 0.11% +69 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,393 $715K 0.09% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,382 $710K 0.1% -1 13F-HR Timeline Passive Capital Management, LLC. 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More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,236 $705K 0.55% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,371 $704K 0.67% -9 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,369 $703K 0.09% +70 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,363 $700K 0.08% -67 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,360 $699K 0.03% -76 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. 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More: the full row for Accredited Investors Inc. 1,352 $695K 0.03% -400 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,350 $693K 0.15% -47 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,349 $693K 0.47% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,349 $693K 0.03% -3 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,347 $692K 0.31% -690 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 1,346 $691K 0.28% 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,344 $690K 0.01% +584 13F-HR Timeline Group Seascape Capital Management More: the full row for Seascape Capital Management 1,342 $690K 0.17% -22 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,343 $690K 0.15% -9 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,300 $689K 0.24% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,340 $688K 0.32% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,338 $687K 0.22% +42 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,337 $687K 0.2% -699 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,337 $687K 0.52% +364 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,336 $686K 0.08% -146 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,336 $686K 0.21% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,336 $686K 0.08% -297 13F-HR/A Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,332 $684K 0.24% -11 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 1,330 $683K 0.15% +3 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,329 $683K 0.06% +649 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 1,328 $682K 0.23% 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,321 $678K 0.04% +685 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,321 $678K 0.07% +1 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,320 $678K <0.01% new 13F-HR Timeline Group Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 1,318 $677K 0.61% +7 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,316 $676K 0.04% -683 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,315 $675K 0.04% -6 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,314 $675K 0.28% +380 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,313 $674K 0.22% +270 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,312 $674K 0.05% +30 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,312 $674K 0.02% +119 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 1,312 $674K 0.54% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,252 $674K 0.41% -3,441 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,309 $672K 0.04% -230 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,307 $671K 0.41% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,307 $671K 0.12% +10 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,306 $671K 0.13% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,305 $670K 0.28% +204 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,305 $670K <0.01% -489 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,302 $669K 0.03% -55 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,297 $666K 0.16% +6 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,294 $665K 0.01% -169 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,283 $659K 0.04% +37 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,282 $659K 0.12% -50 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 1,282 $658K 0.1% -225 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,277 $656K 0.26% -70 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,276 $655K 0.08% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,274 $654K 0.08% +105 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,274 $654K 0.26% -166 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,272 $653K 0.05% +635 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,271 $653K 0.18% +736 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,268 $651K 0.23% +52 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,265 $650K 0.08% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,264 $649K 0.13% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,260 $647K 0.1% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,242 $646K 0.07% +272 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,257 $646K 0.09% -12 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,257 $646K 0.02% -163 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,257 $645K 0.03% +71 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,256 $645K 0.4% +62 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,255 $645K 0.3% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,254 $644K 0.1% -60 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,252 $643K 0.02% +111 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,251 $643K 0.1% +26 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,230 $643K 0.69% +70 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,250 $642K 0.16% +2 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,248 $641K 0.15% +88 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,247 $641K 0.02% +125 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,243 $638K 0.17% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,243 $638K 0.07% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,241 $637K 0.04% -89 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,427 $636K 0.69% +408 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,238 $636K 0.48% +63 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,238 $636K 0.6% -409 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,237 $635K 0.12% -1 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,236 $635K 0.05% -36 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,237 $635K 0.22% -271 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 1,235 $634K 1.06% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,232 $633K 0.3% -45 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,232 $633K 0.05% -178 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,228 $631K 0.01% +14 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,226 $630K 0.29% +64 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,223 $628K 0.37% -57 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,222 $628K 0.1% -95 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,222 $628K 0.22% +139 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,220 $627K 0.06% +465 13F-HR Timeline