CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,784 $272K 0.01% +614 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,778 $271K 0.05% +271 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,808 $271K 0.05% +831 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,783 $271K <0.01% -8,886 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,766 $270K 0.14% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,765 $270K 0.08% -659 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,757 $270K 0.11% -210 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,307 $269K 0.05% +147 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,740 $269K 0.07% +50 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,730 $268K 0.07% +52 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,704 $266K 0.06% +136 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,701 $266K 0.27% +1,100 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 3,700 $266K 0.13% -2,800 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,688 $265K 0.14% -1,070 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,684 $264K 0.31% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,683 $264K 0.2% -9 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,677 $264K 0.12% -3,037 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,676 $264K 0.02% -60 13F-HR/A Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,660 $263K 0.25% -660 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,660 $263K 0.17% +40 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,651 $262K 0.14% +530 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,650 $262K 0.1% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,643 $262K 0.21% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,637 $261K 0.08% +50 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,637 $261K 0.07% -159 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,623 $260K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,620 $260K 0.04% -889 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,619 $260K 0.16% +7 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,618 $260K 0.07% -50 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 3,601 $258K 0.08% -1,175 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 3,597 $258K 0.16% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,591 $258K 0.04% +36 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,590 $258K 0.02% -271 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,579 $257K 0.06% +120 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,568 $256K 0.07% -196 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,554 $255K 0.17% -7,115 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,554 $255K 0.17% -393 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,531 $253K 0.16% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,526 $253K 0.14% +93 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,526 $253K 0.12% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,520 $253K 0.22% -1,096 13F-HR Timeline TOBAM More: the full row for TOBAM 3,506 $252K 0.11% -6,703 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,504 $252K 0.25% +214 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,500 $251K 0.13% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,444 $251K 0.13% -1,361 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,486 $250K 0.01% -227 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,486 $250K 0.06% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3,479 $250K 0.09% +30 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,476 $250K 0.02% 0 13F-HR Timeline Northstar Group, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 3,332 $239K 0.03% -2 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 3,326 $239K 0.14% -56 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,326 $239K 0.13% +102 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,320 $238K 0.04% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,318 $238K 0.02% -4 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,315 $238K 0.1% -77 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,300 $237K 0.19% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 3,241 $233K 0.06% +246 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,229 $232K 0.09% +214 13F-HR Timeline Capstone Financial Advisors, Inc. 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More: the full row for Northern Capital Management, Inc. 3,084 $221K 0.14% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,082 $221K 0.03% -186 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,078 $221K 0.05% +100 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,077 $221K 0.03% +181 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,074 $221K 0.09% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,070 $220K 0.06% -68 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,068 $220K 0.04% -160 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,064 $220K 0.04% -1,217 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,064 $220K 0.04% +377 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,060 $220K 0.06% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,050 $219K 0.04% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,047 $219K 0.09% 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,047 $219K 0.07% +7 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,045 $219K 0.04% +190 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 3,036 $218K 0.04% +145 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,029 $217K 0.1% -533 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,027 $217K 0.19% -115 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 3,028 $217K 0.1% +510 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,018 $217K 0.08% -12 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,014 $216K 0.01% new 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,003 $216K 0.05% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,000 $215K 0.02% -2,394 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 3,000 $215K 0.03% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,000 $215K 0.07% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,044 $215K 0.02% new 13F-HR/A Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,994 $215K 0.2% 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 2,695 $215K 0.2% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,083 $214K 0.14% -622 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,984 $214K 0.01% -266 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,980 $214K 0.09% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,977 $214K 0.06% -729 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,971 $213K 0.17% +14 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,962 $213K 0.01% -159 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,966 $213K 0.08% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,965 $213K 0.05% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,959 $212K 0.06% +28 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,955 $212K 0.17% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,954 $212K 0.01% -2,492 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,958 $212K 0.07% -639 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,949 $212K 0.1% -60 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 2,940 $211K 0.22% 0 13F-HR Timeline American Trust More: the full row for American Trust 2,934 $211K 0.05% -169 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,928 $210K 0.07% -20 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,925 $210K 0.01% -1,500 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,923 $210K 0.23% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,918 $209K 0.06% -32 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,909 $209K 0.05% -82 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,904 $208K 0.02% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,897 $208K 0.16% -346 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,892 $208K 0.02% +3 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,885 $207K 0.06% -163 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,879 $207K 0.06% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,963 $207K 0.19% -49 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,872 $206K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,860 $205K 0.16% +178 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,852 $205K 0.03% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,850 $205K 0.11% -209 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,837 $204K 0.18% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,837 $204K 0.08% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,836 $204K 0.05% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,833 $203K 0.08% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,825 $203K 0.03% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,820 $202K 0.04% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,817 $202K 0.1% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,819 $202K 0.07% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,804 $201K 0.11% new 13F-HR Timeline