MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 304,727 $4.57M <0.01% +1,522 13F-HR/A Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 260,254 $3.9M 0.11% -10,303 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 148,001 $2.22M 0.33% +16,220 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 128,297 $1.92M 0 Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 116,480 $1.75M 0.2% +6,121 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 102,589 $1.54M <0.01% +5,068 13F-HR Timeline Group GatePass Capital, LLC More: the full row for GatePass Capital, LLC 88,000 $1.32M 0.68% 0 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/ 85,931 $1.29M <0.01% -65,022 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 79,564 $1.19M <0.01% -6,486 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 75,527 $1.13M <0.01% +5,839 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 70,004 $1.05M 0.06% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 69,157 $1.04M 0.01% 0 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 58,885 $883K 0.5% +942 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 51,524 $773K <0.01% -10,900 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 45,449 $682K 0.01% -7,970 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 44,802 $672K <0.01% +26,683 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 40,869 $613K 0.03% -2,789 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 40,365 $605K 0.27% -31,484 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 14,350 $215K 0.05% +79 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,193 $183K <0.01% +440 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,107 $182K <0.01% -27 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 11,000 $165K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,000 $75K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,870 $43K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,135 $32K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 450 $6.75K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 300 $4.5K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 260 $3.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 242 $3.63K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 208 $3.12K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 200 $3K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 119 $1.79K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $1.5K <0.01% new 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 82 $1.23K <0.01% -14 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 73 $1.09K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 69 $1K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 65 $975 <0.01% -85 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 50 $750 <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $600 <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36 $540 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 31 $465 <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20 $300 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12 $180 <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25 $0 0% -125 13F-HR Timeline Group Value filed as zero, left out of ratios. Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.