MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,351,831 $19.6M <0.01% +100,814 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 733,880 $10.6M 0.7% +170,000 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 612,965 $8.86M <0.01% +122,906 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 377,072 $5.46M <0.01% +96,283 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 355,073 $5.14M <0.01% -9,095 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 299,314 $4.33M <0.01% -283,407 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 281,240 $4.07M <0.01% -360 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 266,453 $3.86M <0.01% +69,337 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 228,320 $3.31M <0.01% -15,008 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 220,832 $3.2M <0.01% -7,906 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 179,644 $2.6M 1.66% +10,890 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 163,516 $2.37M 0.02% +77,796 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 152,795 $2.21M <0.01% 0 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 123,707 $1.79M <0.01% +21,201 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 121,151 $1.75M 0.01% -10,699 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 114,818 $1.66M 0.02% +14,480 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 108,031 $1.56M <0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 105,440 $1.53M 0.05% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 102,970 $1.49M <0.01% +12,290 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88,320 $1.28M 0.01% +19,506 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82,751 $1.2M 0.01% -2,266 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,997 $1.19M <0.01% +697 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 79,500 $1.15M 0.32% -900 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 79,506 $1.15M 0.03% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,252 $945K 0.01% -3,232 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,658 $849K <0.01% -15 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,594 $834K <0.01% +10,362 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 57,408 $831K <0.01% -834 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 53,203 $770K <0.01% +500 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,374 $657K <0.01% +6,977 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 41,490 $601K <0.01% +1,692 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 39,319 $569K 0.03% -5,929 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 34,274 $496K 0.48% -9,839 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,408 $469K <0.01% -940 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 32,245 $467K <0.01% -3,053 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,318 $439K 0.01% 0 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 30,260 $438K 0.17% -4,310 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 27,358 $396K 0.28% -5,863 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 25,535 $370K 0.32% +2,334 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 24,265 $351K 0.04% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,472 $325K 0.01% +3,182 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,079 $262K <0.01% +502 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 15,603 $226K 0.13% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,422 $223K 0.01% +229 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,243 $206K 0.04% +743 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,109 $190K <0.01% +305 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 12,614 $183K 0.42% -316 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,309 $178K 0.04% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,291 $178K 0.02% -287 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,296 $178K <0.01% +70 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,220 $177K <0.01% +30 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,609 $168K 0.01% -1,000 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 11,105 $160K 0.04% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,979 $159K <0.01% -650 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,331 $150K 0.01% 0 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,000 $145K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,980 $145K <0.01% +300 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 9,653 $140K 0.03% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,071 $132K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 6,450 $93.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,400 $78.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,242 $75.9K 0.01% +933 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,343 $48.1K 0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,255 $32.7K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,900 $27.5K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,820 $26.4K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,805 $26.1K 0.01% +45 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,500 $21.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,276 $18.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,098 $15.9K <0.01% +21 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,000 $14.5K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,000 $14.5K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 550 $7.96K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 500 $7.24K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $7.24K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $7.24K <0.01% -1,335 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 391 $5.63K <0.01% +280 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 100 $1.39K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $7.49K -512 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.