McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,938,932 $32.5M 3.95% +23,467 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,668,961 $29.5M 0.01% +21,477 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,377,823 $26.3M <0.01% +58,791 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,099,349 $23.2M 0.18% +80,124 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/ 2,052,276 $22.7M <0.01% +436,958 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,125,915 $12.5M <0.01% +46,463 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,027,117 $11.4M <0.01% +94,059 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 785,410 $8.69M 0.02% +119,863 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 777,126 $8.6M <0.01% -112,214 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 694,457 $7.68M <0.01% -63,553 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 671,758 $7.43M 0.04% +204,170 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 670,828 $7.42M 0.05% +127,438 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 588,407 $6.51M <0.01% +11,491 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 500,207 $5.53M <0.01% -447,138 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 442,787 $4.9M <0.01% +27,351 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 428,993 $4.75M 0.01% 0 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 422,950 $4.68M 0.81% -38,947 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 355,669 $3.93M 1.23% -28,283 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 352,342 $3.9M 0.07% -14,459 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 348,910 $3.86M <0.01% +28,857 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 315,345 $3.49M 0.3% -241,680 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 300,506 $3.32M 0.05% +45,655 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 277,377 $2.97M 0.59% -4,969 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 259,563 $2.87M <0.01% +12,889 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 246,847 $2.73M 0.15% +6,458 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 230,114 $2.55M 0.19% -1,427 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 210,919 $2.33M <0.01% +57,257 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 188,529 $2.09M 0.13% -8,800 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 166,033 $2.03M 1.14% +89,938 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 177,028 $1.96M 0.01% -10,946 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 170,093 $1.88M 0.09% +21,835 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 140,513 $1.55M 0.3% +12,314 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 136,339 $1.51M 0.01% -3,600 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 123,620 $1.37M -5,481 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 119,366 $1.32M <0.01% +793 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 117,415 $1.3M 0.01% -1,049 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 110,390 $1.22M 0.02% -9,260 13F-HR Timeline Group PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 108,742 $1.2M 0.9% +3,256 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 106,340 $1.18M 0.25% +67,986 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 102,607 $1.14M 0.03% +11,161 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 101,190 $1.08M 0.08% +6,600 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 97,146 $1.07M 0.56% +72,898 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 91,959 $1.02M <0.01% +2,268 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 88,102 $974K <0.01% +12,983 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 79,547 $880K 0.01% +74,142 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 75,194 $832K 0.15% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 68,508 $758K <0.01% -10,764 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 67,480 $746K <0.01% +28,117 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 67,247 $744K <0.01% -144 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 65,864 $727K <0.01% -1,016 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 64,067 $709K 0.01% 0 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 64,090 $709K 0.21% -228 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 59,074 $653K <0.01% +3,939 13F-HR Timeline Group GHE, LLC More: the full row for GHE, LLC 58,450 $646K 0.24% -100 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 57,782 $639K 0.07% +8,527 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 57,562 $637K 0.49% +10 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 57,144 $632K 0.27% -42,479 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 56,929 $630K 0.01% +948 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 55,953 $619K 0.07% +1,201 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 54,837 $607K 0.03% -325 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 53,135 $588K 0.04% +734 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51,196 $566K <0.01% +32,111 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 50,815 $562K <0.01% +49,165 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 49,895 $552K 0.05% 0 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 49,346 $546K 0.15% +7,461 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 49,128 $543K 0.06% +407 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,860 $540K <0.01% +21,799 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 48,293 $534K 0.09% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 47,000 $520K 0.1% -800 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 46,436 $514K 0.01% -26,720 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 46,420 $513K 0.11% -4,000 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 46,153 $510K 0.01% -7,309 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 44,627 $494K 0.03% +6,200 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 44,240 $489K 0.35% 0 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 42,904 $475K 0.1% +5,364 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,114 $466K <0.01% +5,402 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 36,030 $398K 0.1% +197 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 34,777 $385K 0.07% +879 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 34,739 $384K 0.28% +1,015 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 33,614 $372K 0.02% -5,801 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,546 $371K <0.01% -815 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 31,516 $349K 0.04% -126 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,344 $347K <0.01% +342 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 30,363 $336K 0.01% +4,556 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 28,484 $315K 0.02% +162 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 28,407 $314K 0.07% -53 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 28,313 $313K 0.05% -1,961 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,928 $298K <0.01% +4,587 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,806 $296K <0.01% +2,976 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 26,411 $292K 0.06% -106,961 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,335 $280K <0.01% new 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 24,815 $274K 0.1% +4,512 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 24,696 $273K 0.06% +6,116 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 22,737 $251K 0.01% -20,187 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,324 $247K <0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 22,175 $245K 0.03% +5,964 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 21,602 $239K 0.05% +532 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 20,553 $227K 0.01% 0 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 20,500 $227K <0.01% new 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 20,235 $224K 0.07% new 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 20,000 $221K <0.01% +7,500 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 19,919 $220K <0.01% +2,839 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 19,750 $218K <0.01% +50 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 19,088 $211K 0.01% +817 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,096 $200K 0.01% +2,108 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 18,000 $191K 0.12% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 17,165 $190K 0.08% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,000 $177K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,901 $176K <0.01% +1,387 13F-HR Timeline Group PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 15,118 $167K 0.04% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 15,056 $167K 0.05% -45 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 15,000 $166K 0.04% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,782 $163K 0.01% +4,038 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,400 $159K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,863 $153K <0.01% +2,040 13F-HR Timeline Bell Bank More: the full row for Bell Bank 13,656 $151K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,350 $148K 0.01% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 13,093 $145K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 12,121 $134K 0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,822 $131K <0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,709 $130K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11,526 $127K 0.02% -1,763 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,521 $127K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,404 $126K <0.01% -150 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 11,058 $122K <0.01% -4,590 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 10,748 $119K 0.05% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,676 $118K <0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,570 $117K 0.01% +48 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,508 $115K <0.01% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,105 $112K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6,056 $67K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,027 $66.7K 0.02% -7,158 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,345 $59.1K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,559 $50.3K <0.01% 0 13F-HR Timeline Group 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 3,984 $44.1K <0.01% +3,134 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 3,743 $41.4K <0.01% +73 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,350 $37.1K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,101 $34.3K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,882 $31.9K <0.01% -300 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,855 $31.6K <0.01% -103 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,699 $29.9K <0.01% +715 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,670 $29.5K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,500 $27.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,500 $27.6K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,281 $25.2K <0.01% +66 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,890 $20.9K <0.01% +55 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,835 $20.3K 0.01% +1,000 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,800 $19.9K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,490 $16.5K <0.01% -8,387 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,356 $15K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,250 $13.8K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,238 $13.6K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,135 $12.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,022 $11.3K <0.01% +5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $11.1K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 650 $7.19K <0.01% -250 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $5.53K <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 481 $5.32K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 489 $5K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 357 $3.92K <0.01% 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 326 $3.61K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 307 $3.4K <0.01% +10 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 250 $2.74K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 223 $2.47K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 162 $1.79K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 100 $1.11K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4 $47 <0.01% 0 13F-HR Timeline