MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,800,765 $170M 0.01% -34,238 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,727,946 $25M 0.01% +98,895 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,715,058 $24.8M 0.01% +25,508 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,531,461 $22.1M <0.01% +23,954 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,462,036 $21.1M <0.01% -26,264 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,188,786 $17.2M 0.29% +260,070 13F-HR/A Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,004,275 $14.5M 0.02% +99,218 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 986,041 $14.2M <0.01% +34,632 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 861,610 $12.4M <0.01% +37,663 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 698,705 $10.1M 0.01% +661,371 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 654,184 $9.45M 0.07% -69,443 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 536,826 $7.75M 0.02% -30,505 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 472,572 $6.82M <0.01% -6,940 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 422,767 $6.1M 1.52% -9,923 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 419,273 $5.97M 0.01% +38,314 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 334,756 $4.83M <0.01% +21,520 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 301,828 $4.36M <0.01% -780 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 292,118 $4.22M 0.01% -35,731 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 288,521 $4.17M 0.01% +19,141 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 264,287 $3.82M 0.13% -116,397 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 255,618 $3.69M 1.66% +523 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 251,254 $3.63M 0.3% -6,713 13F-HR Timeline AQR Arbitrage LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR Arbitrage LLC 240,398 $3.43M 0.09% -120,795 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 199,227 $2.93M 1.01% +121,632 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 178,085 $2.57M <0.01% +24,538 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 172,730 $2.49M <0.01% +5,708 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 169,380 $2.45M <0.01% 0 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 159,707 $2.31M 0.05% +3,011 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 127,938 $1.85M 0.01% +5,899 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 126,501 $1.83M 1.2% -12,212 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 125,508 $1.81M 0.62% +1,763 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 124,735 $1.8M 0.01% +19,004 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 118,908 $1.72M 1.28% -8,424 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 114,396 $1.65M 0.31% +225 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 107,512 $1.55M 0.06% +3,312 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 103,320 $1.49M 0.03% +2,537 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100,987 $1.46M 0.84% +24,670 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 96,533 $1.39M 0.01% +3,667 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 96,046 $1.39M 0.32% -49 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 91,348 $1.32M 0.01% +3,540 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 88,578 $1.28M -4,385 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 87,502 $1.26M 0.01% -329 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 80,979 $1.17M 0.04% +3,917 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 77,885 $1.12M 1.71% -3,667 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 76,101 $1.1M 0.05% +3,049 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 68,763 $993K 0.98% +159 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 60,100 $868K 0.31% 0 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 57,469 $830K 0.16% -746 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 52,681 $761K 0.03% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 52,360 $756K 0.12% -5,495 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,988 $751K <0.01% +1,542 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 50,080 $723K 0.25% +2,125 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 47,011 $679K <0.01% -1,583 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 46,242 $668K <0.01% +13,986 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 47,535 $665K 0.05% +168 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 46,000 $664K 0.38% -12,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45,949 $664K <0.01% -1,438 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 42,093 $608K 0.07% -291,794 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,895 $605K <0.01% +646 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40,202 $581K 0.02% +2,838 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 37,027 $545K 0.61% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 37,423 $540K <0.01% +565 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 37,108 $536K 0.25% +3,426 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 37,009 $534K 0.35% -210 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,648 $529K <0.01% +2,124 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 34,991 $505K 0.07% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 34,300 $495K 0.04% +7,000 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 32,569 $470K <0.01% -3,417 13F-HR/A Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 31,629 $457K 0.01% new 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 31,552 $456K 0.15% +449 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 31,501 $455K 0.02% -8,097 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 30,469 $440K <0.01% +661 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 30,339 $438K <0.01% +196 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,864 $417K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 28,125 $406K 0.05% +495 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 27,500 $397K 0.09% +750 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 27,259 $394K 0.01% +845 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 27,182 $392K 0.27% +1,931 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 26,302 $380K 0.02% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,658 $371K 0.07% +18 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 25,460 $368K 0.26% +2,391 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 21,371 $309K 0.13% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,877 $301K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,656 $298K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,802 $291K 0.01% -6,635 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,114 $290K <0.01% +2,209 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 19,673 $284K 0.09% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 18,589 $268K 0.11% +298 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 18,119 $262K 0.18% +2,992 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 17,968 $259K 0.02% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,537 $253K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 17,432 $252K 0.07% 0 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,089 $237K <0.01% -1,582 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,108 $233K <0.01% new 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 15,950 $230K 0.15% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,819 $228K <0.01% 0 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 15,760 $228K <0.01% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 15,035 $213K <0.01% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 14,207 $205K 0.07% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 14,078 $203K 0.02% +1,300 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,927 $201K <0.01% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13,544 $196K 0.04% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,208 $191K <0.01% -2,561 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,014 $188K 0.04% +106 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,761 $184K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12,626 $182K 0.03% -3,344 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,359 $178K <0.01% -4,022 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,318 $178K 0.04% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 11,660 $168K 0.02% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 11,183 $161K <0.01% -1,579 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 10,943 $158K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,406 $150K 0.02% +4,726 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,609 $124K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 7,655 $111K 0.06% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,594 $110K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,000 $86.6K 0.02% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,000 $72.2K <0.01% 0 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,000 $72K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,826 $69.7K <0.01% +1,226 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,064 $58.7K 0.03% +18 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,896 $56.3K <0.01% -1,304 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,450 $49.8K <0.01% +800 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,090 $44.6K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,000 $43.3K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,895 $41.8K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,511 $36.3K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,468 $35.6K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,428 $35.1K <0.01% -100 13F-HR/A Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,199 $31.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $28.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,825 $26.4K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,800 $26K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,748 $25K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,700 $24.5K <0.01% -7,552 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,260 $18.2K 0.06% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,061 $15.3K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,057 $15.3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 978 $14.1K <0.01% 0 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 978 $14.1K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 940 $13.6K 0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 930 $13.4K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 875 $12.6K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 693 $10K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 630 $9.1K 0.01% -53 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 504 $7.28K <0.01% 0 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 489 $7.06K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 465 $6.71K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 435 $6.4K <0.01% -1,522 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 254 $3.63K -2,200 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 250 $3.61K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 250 $3.61K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 200 $2.89K <0.01% 0 13F-HR Timeline 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 187 $2.7K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $1.44K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 37 $536 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 0 $6 <0.01% -33 13F-HR Timeline Group Amount filed as zero, left out of ratios.