MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,485,509 $18M <0.01% +166,434 13F-HR/A Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,604,962 $7.05M 1.11% -204,089 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 943,722 $4.49M 0.4% -31,430 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/ 862,706 $4.45M <0.01% -83,524 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 789,172 $4.07M 0.01% +117,635 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 729,906 $3.76M <0.01% +434,019 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 707,202 $3.65M 0.02% +134,315 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 703,576 $3.63M 0.12% -51,249 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 650,181 $3.35M <0.01% -39,172 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 582,200 $3M +279,422 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 598,529 $2.98M <0.01% +30,560 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 520,749 $2.68M <0.01% +84,320 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 486,162 $2.51M <0.01% +38,747 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 485,361 $2.5M <0.01% +25,253 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 357,716 $1.84M 0.03% -22,329 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 304,374 $1.57M 0.62% +22,682 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 304,374 $1.57M 0.05% new 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 291,130 $1.5M 0.75% -23,953 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 280,093 $1.44M <0.01% +16,435 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 220,550 $1.14M 0.02% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 213,900 $1.1M 0.05% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 189,582 $977K 0.15% +132,145 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 169,972 $876K <0.01% -7,662 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 162,509 $838K 0.03% +132,087 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 153,471 $791K 0.49% +50,000 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 153,128 $789K 0.09% +3,044 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 146,000 $753K 0.08% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 135,730 $700K <0.01% -527,187 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 132,113 $681K 0.01% -4,199 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 122,700 $633K 0.09% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 112,628 $581K 0.06% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 107,981 $557K 0.21% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 103,110 $529K 0.03% +2,853 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 99,807 $515K <0.01% +1,737 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 95,242 $491K 0.12% -3,721 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 92,800 $478K 0.01% -3,500 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 92,226 $475K 0.03% +599 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 91,750 $473K 0.04% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 89,812 $463K <0.01% +2,950 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 84,105 $434K 0.01% +188 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 79,329 $409K 0.02% -822 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 74,780 $385K 0.01% +26,770 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 69,817 $360K <0.01% -5,000 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 64,632 $333K <0.01% +29,066 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 64,046 $330K 0.23% -5,850 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 63,152 $326K 0.05% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,010 $325K <0.01% +8,251 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 50,791 $262K <0.01% +21,634 13F-HR/A Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 50,240 $259K 0.1% 0 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 45,939 $237K <0.01% +7,024 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43,000 $222K 0.06% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 40,338 $208K 0.01% +2,291 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 39,732 $205K <0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,710 $205K 0.01% +378 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 45,737 $202K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 38,299 $197K 0.01% +393 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,821 $195K <0.01% +18,550 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 36,191 $187K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 36,188 $187K <0.01% -3,592 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 32,055 $165K 0.01% +218 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 31,447 $162K 0.06% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 28,024 $144K 0.02% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 26,500 $137K 0.08% -6,500 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 25,904 $134K 0.16% -6,000 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,138 $130K <0.01% -1 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 25,094 $129K 0.1% +1,452 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,000 $129K <0.01% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 24,362 $126K 0.03% +51 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,147 $124K <0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,081 $124K <0.01% +39 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,526 $121K <0.01% +16 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 23,470 $121K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 23,370 $120K 0.03% +177 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 23,167 $119K <0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,329 $115K <0.01% -4,159 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 22,131 $114K 0.06% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 22,156 $114K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 20,807 $107K <0.01% -1,468 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,715 $107K <0.01% -1,750 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,900 $103K <0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,694 $102K <0.01% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 19,475 $100K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,279 $99.4K <0.01% +59 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,017 $92.9K <0.01% +2,224 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,927 $92.4K <0.01% -2,828 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 17,345 $89.4K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,621 $85.7K <0.01% -4,653 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,797 $81.4K <0.01% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 15,504 $79.9K 0.02% +289 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,500 $79.9K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,908 $76.9K <0.01% -1,000 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,897 $76.8K <0.01% new 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 14,798 $76.3K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,931 $71.8K <0.01% -2,000 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,863 $71.5K <0.01% +212 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,805 $71.2K <0.01% +201 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,750 $70.9K 0.03% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,478 $69.5K 0.02% +155 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 15,725 $69K <0.01% +3,725 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,350 $68.8K <0.01% +250 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,025 $67.1K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,000 $61.9K <0.01% +8,000 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,898 $61.3K <0.01% +226 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,500 $59.3K 0.01% -800 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 11,429 $58.9K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,200 $57.7K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,138 $57.4K 0.02% -342 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 10,775 $55.5K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,400 $53.6K <0.01% +6,500 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 10,000 $51.5K 0.01% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,000 $51.5K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,287 $47.9K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,000 $46.4K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,645 $44.6K <0.01% +874 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,495 $28.3K <0.01% +37 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,500 $23.2K <0.01% +500 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4,038 $20.8K 0.01% +75 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,029 $20.8K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,333 $17.2K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,330 $17.2K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,000 $15.5K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,985 $15.4K <0.01% +56 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,834 $14.6K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,750 $14.2K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,450 $12.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,170 $11.2K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,300 $6.7K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,085 $5.59K <0.01% +20 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,000 $5.16K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 800 $4.12K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 800 $4.12K <0.01% -1,500 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 687 $3.54K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $3.3K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 598 $3.08K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 520 $2.68K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 446 $2.3K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 422 $2.18K <0.01% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 390 $2.01K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 400 $2K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 325 $1.68K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 250 $1.29K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 202 $1.04K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 120 $619 <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 100 $515 <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 60 $309 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $31 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $15 <0.01% 0 13F-HR Timeline Group