SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,308 $552K 0.08% -50 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 5,237 $544K 0.4% +334 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,220 $542K 0.22% +5 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,216 $542K 0.33% -700 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,186 $539K 0.22% +110 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,155 $536K 0.16% +742 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,113 $531K 0.29% 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,091 $529K 0.05% +2,594 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,082 $528K 0.21% +3 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 5,066 $526K 0.24% -395 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,025 $522K 0.21% 0 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 4,651 $518K 0.31% -2,639 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,959 $515K 0.41% -80 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,952 $515K 0.09% -70 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,826 $502K 0.09% -86 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,789 $498K 0.25% +9 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 4,787 $497K 0.08% -91 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,767 $495K 0.28% +1 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 4,750 $494K 0.45% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4,725 $491K 0.34% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,704 $489K 0.09% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,689 $489K 0.24% +2 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,599 $478K 0.09% +5 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 4,547 $474K 0.09% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,538 $472K 0.06% +297 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,497 $467K 0.21% +25 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,490 $467K 0.76% -14,727 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,432 $461K 0.09% -209 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,333 $450K 0.21% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,285 $445K 0.09% +1,170 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 4,275 $444K 0.24% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,268 $444K 0.32% +690 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,247 $443K 0.28% +5 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,255 $442K 0.11% -31 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,246 $441K 0.27% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,188 $437K 0.05% +122 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,029 $436K 0.05% +75 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 4,172 $434K 0.3% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 4,141 $430K 0.2% -573 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,140 $430K 0.15% +466 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 4,100 $427K 0.33% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,077 $424K 0.04% +326 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,072 $423K 0.09% -18 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,059 $422K 0.31% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 4,011 $417K 0.19% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 3,979 $414K 0.32% -3,600 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,956 $411K 0.04% -22 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 3,606 $408K 0.15% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,897 $405K 0.12% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. 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More: the full row for Yoder Wealth Management, Inc. 3,164 $329K 0.12% +228 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,081 $321K 0.09% -512 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,091 $321K 0.06% +481 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,087 $321K 0.03% -16 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,080 $320K 0.05% +480 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,062 $319K 0.13% +60 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,071 $319K 0.22% +100 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,065 $319K 0.19% +136 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,060 $318K 0.13% -948 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,051 $317K 0.1% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,048 $317K 0.1% -135 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,036 $316K 0.13% -186 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,836 $315K 0.1% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,006 $312K 0.17% -28 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,000 $311K 0.21% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,972 $309K 0.09% +772 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,965 $308K 0.02% -450 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,900 $301K 0.04% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Conrad Siegel Investment Advisors, Inc. 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More: the full row for Elmwood Wealth Management, Inc. 2,081 $216K 0.05% -14 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,074 $216K 0.05% -1,062 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 2,074 $216K 0.06% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,899 $215K 0.05% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,069 $215K 0.2% -98 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 2,060 $214K 0.06% -18 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,047 $213K 0.04% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,036 $212K 0.09% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,965 $211K 0.08% -2,907 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,976 $205K 0.09% -469 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,973 $205K 0.14% +1 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,942 $202K 0.12% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,930 $201K 0.04% -24 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,838 $191K 0.13% +7 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 1,829 $190K 0.12% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,740 $181K 0.02% +1,601 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,575 $164K 0.03% -219 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,562 $162K 0.07% -7,084 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,036 $108K 0.02% -434 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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