MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,257,122 $14.2M <0.01% -37,255 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,809,051 $7.91M 1.32% -7,005 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,013,346 $4.36M 0.57% +21,414 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/ 865,185 $3.78M <0.01% +215,320 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 685,000 $3.62M 2.16% +361,883 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 684,426 $2.99M <0.01% +17,467 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 629,166 $2.75M <0.01% +18,092 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 489,876 $2.14M <0.01% +15,251 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 464,303 $2.03M 0.01% +104,667 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 444,476 $1.94M <0.01% -4,943 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 433,996 $1.9M 0.01% -81 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 396,932 $1.73M 0.07% +205,731 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 381,244 $1.67M 0.03% -2,457 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 327,071 $1.43M <0.01% -14,481 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 302,139 $1.32M +12,875 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 281,302 $1.23M <0.01% +41,326 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 272,943 $1.19M 0.56% +32,525 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 264,473 $1.16M <0.01% +18,760 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 251,961 $1.1M <0.01% +16,841 13F-HR/A Timeline Group EASTERN BANK More: the full row for EASTERN BANK 220,550 $964K 0.02% +61,225 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 213,900 $935K 0.05% +1,106 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 156,980 $686K 0.01% +8,893 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 146,000 $638K 0.08% 0 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 134,967 $586K 0.09% +4,484 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 128,053 $560K <0.01% -20,972 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 125,317 $548K 0.02% +7,207 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 122,700 $536K 0.15% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 116,128 $507K 0.07% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 113,926 $498K 0.2% +2,787 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 107,997 $472K 0.39% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 103,994 $454K 0.15% +11,225 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 103,017 $450K 0.01% +7,894 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 101,726 $445K 0.46% +3,025 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 96,300 $421K 0.01% 0 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 91,750 $401K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 90,988 $398K 0.03% +653 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 84,925 $371K 0.01% -2,443 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 83,054 $363K <0.01% +14,891 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 83,009 $363K <0.01% +33,170 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 79,168 $346K 0.02% -1,106 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 74,801 $327K <0.01% +4,726 13F-HR Timeline Group MEDICI CAPITAL LLC More: the full row for MEDICI CAPITAL LLC 72,000 $315K 0.38% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 70,296 $307K 0.25% +100 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 63,152 $276K 0.04% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 58,204 $254K <0.01% -11,249 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 55,028 $240K 0.29% -32,524 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 55,013 $240K <0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 53,193 $232K 0.02% -33,622 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 50,240 $220K 0.11% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 45,704 $200K 0.02% -466 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 43,016 $188K 0.13% -386 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43,000 $188K 0.07% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 40,764 $178K 0.02% -7,674 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,332 $172K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,824 $165K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,717 $165K <0.01% -24,004 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 37,497 $164K 0.01% +2 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 37,527 $164K <0.01% -42,284 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 37,489 $164K <0.01% -3,665 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 36,191 $158K 0.02% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 34,949 $153K 0.04% +55 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 33,000 $144K 0.12% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 31,904 $139K 0.04% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 30,176 $132K 0.05% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 29,050 $127K <0.01% +548 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 27,785 $121K 0.02% +1,236 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 27,119 $119K 0.04% -1,754 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25,130 $110K 0.03% +233 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 23,470 $103K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,423 $102K <0.01% +4,413 13F-HR Timeline Group Transform Wealth, LLC More: the full row for Transform Wealth, LLC 23,167 $101K 0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,999 $101K <0.01% -1 13F-HR/A Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,640 $98.9K 0.01% +175 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,312 $98K <0.01% -9,088 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,275 $97.3K <0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 22,000 $96.1K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,750 $95K <0.01% +2,000 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,000 $91.8K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,596 $90K <0.01% -122,317 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,547 $89.8K <0.01% +1,000 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,059 $87.7K <0.01% +493 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 19,475 $85.1K 0.02% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 19,408 $84.8K <0.01% -5,600 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 17,345 $75.8K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 16,751 $73.2K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,797 $69K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,286 $66.8K <0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,120 $66.1K <0.01% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 14,000 $61.2K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,931 $60.9K <0.01% +518 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,750 $60.1K 0.02% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 13,691 $59.8K <0.01% -271,575 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,424 $58.7K <0.01% +2,731 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,391 $58.5K <0.01% +217 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,159 $57.5K 0.02% +167 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,025 $56.9K <0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 13,000 $56.8K <0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,834 $56.1K <0.01% +273 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,300 $53.8K 0.01% -3,021 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,480 $50.2K 0.02% -9,486 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,434 $50K <0.01% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 11,429 $49.9K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,200 $48.9K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 11,188 $48.9K 0.01% +16 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,386 $45.4K <0.01% -122 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,005 $43.7K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,000 $43.7K <0.01% 0 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 10,000 $43.7K <0.01% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 10,000 $43.7K 0.01% 0 13F-HR/A Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 10,000 $43.7K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,287 $40.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,799 $37.3K <0.01% -139 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,371 $32.2K <0.01% -1,762 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,823 $25.4K <0.01% -8,000 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,882 $17K 0.01% +82 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,333 $14.6K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,870 $12.5K <0.01% +61 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,750 $12K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,450 $10.7K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,351 $10.3K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,000 $8.74K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,300 $5.68K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,043 $4.56K <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 $4.37K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 800 $3.5K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 702 $3.07K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 650 $3K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $2.77K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 598 $2.61K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 520 $2.27K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 446 $1.95K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 406 $1.77K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 400 $1.75K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 390 $1.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 250 $1.09K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 202 $883 <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 78 $341 <0.01% -255 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 60 $262 <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $27 <0.01% -7 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $13 <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -41,180 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.