BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 889,178 $85.1M 0.01% -1,584,832 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 742,382 $71.1M -1,086,043 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 595,645 $57M 0.02% -1,073,450 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 577,426 $55.3M 1.33% -1,115,002 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 545,102 $52.2M 0.13% -985,632 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 367,824 $35.2M 0.44% -24,816 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 344,272 $33M 0.1% +14,642 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 343,115 $32.8M 1.28% +174,232 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 340,177 $32.6M 0.51% +109,523 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 304,065 $29.1M 0.04% -546,588 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 239,902 $23M <0.01% -47,496 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 226,994 $21.7M 0.01% -102,610 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 225,427 $21.6M 0.02% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 221,208 $21.2M 0.07% new 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 220,202 $21.1M 0.01% -432,598 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 166,252 $15.9M 2.9% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 149,275 $14.3M <0.01% +4,339 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 116,421 $11.1M 0.02% -199,784 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 104,244 $9.98M 0.67% +6,004 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 100,166 $9.59M 0.3% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 93,349 $8.94M <0.01% -8,166 13F-HR/A Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 91,789 $8.79M 0.21% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 90,709 $8.68M 0.01% +9,973 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 70,496 $6.75M 0.16% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 67,372 $6.45M +18,872 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 64,634 $6.19M <0.01% -6,648 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 63,329 $6.06M 0.01% -55,664 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 48,466 $4.64M 2.15% +7,141 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,993 $3.73M 0.01% +1,719 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,033 $3.35M 0.02% -23,378 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 30,522 $2.92M 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 30,255 $2.9M 0.06% -2,174 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 29,599 $2.83M 1.55% -1,005 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 29,091 $2.78M <0.01% +472 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,451 $2.44M <0.01% +18,097 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 24,903 $2.38M 0.13% -283 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 28,060 $2.33M <0.01% +900 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 23,718 $2.27M 1.14% +6,298 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,195 $2.22M <0.01% -22,626 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,307 $2.04M 0.01% -22,745 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 20,021 $1.92M 0.14% -36,957 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 19,198 $1.84M <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,611 $1.69M <0.01% -585 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,472 $1.67M <0.01% -198 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 16,450 $1.57M 0.06% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,084 $1.54M <0.01% +1,316 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,882 $1.52M <0.01% -897 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,489 $1.43M <0.01% -26,494 13F-HR/A Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 13,814 $1.32M 0.18% +38 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 13,599 $1.3M 0.42% -1,414 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,364 $1.28M <0.01% +2,137 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,823 $1.23M 0.01% -25,281 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,776 $1.22M 0.01% +29 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 12,570 $1.2M 0.34% +940 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 12,145 $1.16M 0.01% +1,650 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 12,097 $1.16M 0.04% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 11,361 $1.09M <0.01% +2,966 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,292 $1.08M <0.01% -22,252 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,508 $1.01M 0.17% -136 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,847 $943K <0.01% -1,115 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,787 $937K 0.02% 0 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,534 $913K 0.51% +2,250 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,871 $849K <0.01% -2,853 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,734 $836K 0.01% -3,734 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 8,502 $814K 0.14% +115 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,275 $792K 0.02% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,236 $788K -15,551 Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 9,589 $739K 0.4% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,234 $693K <0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,379 $611K 0.07% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,353 $608K 0.01% +1,285 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,991 $574K 0.73% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,951 $571K <0.01% +296 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,626 $539K 0.04% +3,208 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,509 $527K <0.01% -2,568 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,383 $420K <0.01% -230 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 3,959 $405K 0.38% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,229 $405K <0.01% -17,862 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 4,086 $391K 0.16% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,280 $382K 0.29% -6,606 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,955 $379K 0.09% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,947 $378K 0.03% -8,271 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,930 $376K <0.01% -51 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,872 $371K 0.05% 0 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,802 $364K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,783 $362K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,623 $347K <0.01% -7,372 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,500 $335K <0.01% 0 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,445 $330K 0.08% -2,429 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,375 $323K <0.01% -189 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,294 $315K <0.01% -9 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,207 $307K <0.01% +37 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,000 $287K 0.1% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,886 $276K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,745 $263K 0.01% -3,958 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 2,676 $256K 0.1% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,631 $252K 0.01% -5,460 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,609 $250K <0.01% -5,173 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,567 $246K <0.01% +54 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,510 $240K 0.05% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,485 $238K 0.02% -484 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,476 $237K <0.01% -904 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,462 $236K <0.01% -1,469 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,442 $232K <0.01% -7,888 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,328 $223K 0.1% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,300 $220K 0.01% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,274 $218K 0.05% +20 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,235 $214K <0.01% -222 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,231 $214K <0.01% -59 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,204 $211K <0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,157 $206K <0.01% -79 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,157 $206K <0.01% -79 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,126 $204K 0.01% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,031 $194K 0.02% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,589 $152K 0.01% -213 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,410 $135K 0.13% -2,503 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,371 $131K <0.01% -2,914 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,167 $112K <0.01% -1,891 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,117 $107K 0.07% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,000 $95.7K <0.01% +500 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,001 $93.6K <0.01% +328 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 950 $90.9K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 721 $69K <0.01% -84 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 667 $63.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 575 $55K <0.01% -167 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 509 $49K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 382 $36.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 365 $35K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 300 $28.7K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 282 $27K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 227 $25.5K <0.01% -465 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 250 $24K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 207 $20K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 193 $18.5K <0.01% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 185 $17.8K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 185 $17.7K <0.01% -314 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 178 $17K <0.01% +85 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 166 $15.9K <0.01% -17 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 153 $14.7K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 112 $10.7K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 110 $10.5K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 105 $10.1K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 103 $9.86K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 100 $9.57K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 90 $8.62K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 88 $8.43K <0.01% -26 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 72 $6.86K <0.01% -146 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 45 $4.31K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39 $3.76K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 32 $3.06K <0.01% 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22 $2.12K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 22 $2.11K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 21 $2.01K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20 $1.92K <0.01% +6 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $1.15K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10 $957 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7 $670 <0.01% -31 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7 $670 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $191 <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $191 <0.01% 0 13F-HR Timeline