MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,294,377 $12.4M <0.01% +538,202 13F-HR/A Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,816,056 $6.85M 1.12% +22,583 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 991,932 $4.05M 0.58% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 666,959 $2.51M <0.01% +41,687 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 649,865 $2.45M <0.01% +10,868 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 611,074 $2.3M <0.01% -345,689 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 474,625 $1.79M <0.01% -28,342 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 449,419 $1.69M <0.01% +7,087 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 434,077 $1.64M <0.01% +77,550 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 383,701 $1.45M 0.03% -453 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 359,636 $1.36M 0.01% +45,783 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 341,552 $1.29M <0.01% 13F-HR/A Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 323,117 $1.22M 0.69% +74,289 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 289,264 $1.09M +2,573 Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 285,266 $1.08M 0.02% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 245,713 $926K <0.01% -8,906 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 240,418 $906K 0.4% +3,314 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 239,976 $905K <0.01% +27,678 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 235,120 $886K <0.01% +8,932 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 212,794 $802K 0.04% +62 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 191,201 $721K 0.03% +174,098 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 159,325 $601K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 149,025 $562K <0.01% +16,279 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 148,087 $558K <0.01% -29,584 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 146,000 $550K 0.06% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 142,913 $539K <0.01% +125,506 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 130,483 $492K 0.07% +2,451 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 122,700 $463K 0.13% -2,000 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 118,110 $445K 0.02% +11,240 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 111,139 $419K 0.17% +2,000 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 98,701 $372K 0.37% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 96,300 $363K 0.01% -15,000 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 95,123 $359K <0.01% +33,768 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 92,769 $350K 0.11% +6,347 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 91,750 $346K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 90,335 $341K 0.03% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 87,552 $330K 0.36% -35,591 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sigma Planning Corp More: the full row for Sigma Planning Corp 87,368 $329K 0.01% +1,040 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 86,815 $327K 0.02% -74,364 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 80,274 $303K 0.02% -526 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 79,811 $301K <0.01% +4,026 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 70,196 $265K 0.22% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 70,075 $264K <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 69,453 $262K <0.01% +7,725 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,163 $257K <0.01% -4,944 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 63,152 $238K 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,721 $233K <0.01% +34,014 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 50,240 $189K 0.1% +1,000 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 49,839 $188K <0.01% +2,738 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 48,438 $183K 0.02% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 46,170 $179K 0.01% -176,974 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 41,180 $168K 0.01% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 43,402 $164K 0.09% +14,551 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43,000 $162K 0.06% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 42,014 $158K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 41,154 $155K 0.01% -8,382 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 37,495 $141K 0.01% -73 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 36,191 $136K 0.02% -15,000 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 34,894 $132K 0.03% -618 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 33,000 $124K 0.09% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 31,904 $120K 0.03% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,400 $118K <0.01% -12,986 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 29,953 $113K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,924 $109K <0.01% new 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 28,873 $109K 0.03% -18,804 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 28,805 $109K <0.01% new 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 28,502 $107K <0.01% +45 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 28,184 $106K 0.02% +13,108 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 26,549 $100K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,008 $94.3K <0.01% -2,750 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 24,897 $93.9K 0.03% +1,230 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 23,470 $88.5K <0.01% +4,000 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 23,167 $87.3K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,000 $86.7K <0.01% -440 13F-HR/A Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,465 $84.7K <0.01% +2,545 13F-HR/A Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,275 $84K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 20,966 $82.2K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,000 $79.2K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,750 $74.5K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,566 $73.8K <0.01% -820 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,547 $73.7K <0.01% 0 13F-HR/A Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 19,475 $73.4K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,010 $71.7K <0.01% new 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 17,345 $65.4K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,797 $59.6K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 15,321 $57.8K 0.01% -7,200 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,286 $57.6K <0.01% +497 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,823 $52.1K <0.01% +365 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,750 $51.8K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,413 $50.6K <0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,386 $50.2K <0.01% -4,550 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,174 $49.7K <0.01% +215 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,025 $49.1K <0.01% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,992 $49K 0.02% +165 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,561 $47.4K <0.01% +269 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 12,100 $45.6K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,915 $44K 0.01% 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 11,429 $43.1K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,200 $42.2K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 11,172 $42.1K <0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,140 $42K <0.01% +238 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,800 $40.7K <0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,693 $40.3K <0.01% +229 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,508 $39.6K <0.01% -38 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,403 $39.2K <0.01% -5,143 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,396 $39.2K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,000 $37.7K <0.01% new 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 10,000 $37.7K <0.01% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 10,000 $37.7K 0.01% 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 10,000 $37.7K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,938 $36.1K <0.01% -214 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,287 $35K <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 9,133 $34.4K <0.01% +193 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,807 $21K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,800 $14.9K 0.01% 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,000 $12.8K <0.01% new 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,333 $12.6K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,000 $11.3K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,809 $10.6K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,750 $10.4K <0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,450 $9.24K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,351 $8.86K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,170 $8.18K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,000 $7.54K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,000 $7.54K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,343 $5.06K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,005 $3.98K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,021 $3.85K <0.01% +22 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,000 $3.77K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 702 $2.65K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $2.39K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 598 $2.25K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 650 $2K <0.01% -8,605 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 520 $1.96K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 446 $1.7K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 390 $1.47K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 333 $1.25K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 250 $943 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 167 $630 <0.01% 0 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 94 $354 <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 52 $198 <0.01% -130 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 34 $128 <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 13 $49 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $11 <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 0 $2 <0.01% -8,000 13F-HR Timeline Amount filed as zero, left out of ratios.