LPL Financial LLC More: the full row for LPL Financial LLC 982,717 $46.9M 0.01% -130,669 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 537,351 $25.6M 0.1% -18,929 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 481,561 $23M 0.76% +45,710 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 462,988 $22.1M 0.03% +184,246 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 410,556 $19.6M <0.01% +307,238 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 309,049 $14.7M <0.01% -53,987 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 290,103 $13.9M 0.02% +13,754 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 287,529 $13.7M 10.93% +74 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 280,791 $13.5M 1.55% +4,807 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 274,631 $13.1M 0.29% +11,391 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 253,957 $12.1M 5.65% +8,679 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 211,455 $10.1M 0.06% +66,010 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 200,000 $9.56M 0.17% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 198,435 $9.47M -81,680 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 193,508 $9.23M 0.05% +8,757 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 189,578 $9.03M <0.01% +2,678 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 181,605 $8.66M 2.49% -50,618 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 176,179 $8.4M 0.12% +14,211 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 174,741 $8.34M <0.01% -432,883 13F-HR/A Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 153,226 $7.31M 0.63% +18,283 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 152,080 $7.25M 1.34% -526,006 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 144,651 $6.9M 1.47% -508,190 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for OSAIC HOLDINGS, INC. 104,997 $5.01M 0.01% -85,668 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 96,497 $4.6M 1.45% +1,443 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 90,756 $4.34M 0.73% +15,004 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 90,172 $4.3M 0.09% +5,043 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 89,511 $4.27M 0.16% +1,795 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 86,240 $4.11M 1.12% +2,262 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 86,012 $4.1M 2.9% 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 82,088 $3.92M 0.27% -83,635 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 70,767 $3.38M 2.18% -10,958 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68,532 $3.27M <0.01% +62,578 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 63,350 $3.02M <0.01% +50,653 13F-HR Timeline Group LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 58,559 $2.79M 1.78% 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) 58,516 $2.79M 0.07% -306,195 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,452 $2.79M 0.01% -32,599 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 55,654 $2.65M 0.18% -7,703 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 54,293 $2.59M 0.97% +18,362 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 51,913 $2.48M 0.02% +6,437 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 47,869 $2.28M 0.03% -3,413 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 46,767 $2.23M 0.22% -38,875 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 46,445 $2.22M 0.18% -10,700 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 45,230 $2.16M 0.07% +26,396 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 45,207 $2.16M 0.69% +5,514 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 43,030 $2.05M 0.15% -229,993 13F-HR Timeline Total Clarity Wealth Management, Inc. 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Safra Sarasin Holding AG 35,000 $1.67M 0.03% 0 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 33,402 $1.6M 0.39% -2,884 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 32,898 $1.57M 0.54% +101 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,540 $1.55M <0.01% -31,724 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,372 $1.54M <0.01% -28,044 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 30,100 $1.44M 0.07% +3,745 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 28,518 $1.36M 0.07% +10,301 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 27,330 $1.3M 0.48% -5,280 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,027 $1.29M <0.01% +9,561 13F-HR Timeline Group 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 26,366 $1.26M <0.01% -66,860 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 26,338 $1.26M 0.04% +22,488 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 24,822 $1.19M 0.04% +785 13F-HR Timeline Group Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 25,000 $1.19M 0.6% 0 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 24,190 $1.15M 0.15% +1,265 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 24,130 $1.15M 0.02% -5,295 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 23,727 $1.13M 0.98% +1,247 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 23,445 $1.12M 0.49% -29,918 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,271 $1.11M <0.01% +8,491 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 23,019 $1.1M 0.15% -12,007 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 22,744 $1.08M 1.25% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,302 $1.02M <0.01% +11,262 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 20,290 $968K 0.43% 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 20,269 $967K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,636 $937K <0.01% +11,343 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 19,585 $934K 0.05% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 19,564 $933K 0.24% +1,318 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,445 $928K <0.01% -4,164 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,439 $927K <0.01% -4,904 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,312 $921K 0.02% +1,881 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,175 $915K <0.01% -118 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,035 $908K 0.02% -41 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 18,023 $869K 0.29% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 17,692 $844K 0.11% -1,274 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 17,390 $830K 0.35% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,650 $794K 0.02% +1,731 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 16,331 $779K 0.25% -155 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,166 $771K <0.01% -28,789 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 16,161 $771K 0.26% +292 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 16,063 $766K 0.01% 0 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 15,973 $762K 0.2% new 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 15,606 $744K 0.13% +1,712 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 14,968 $714K 0.5% +5,946 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,817 $707K 0.03% -225 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,739 $703K <0.01% +5,695 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,311 $683K 0.05% -14,099 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,464 $642K 0.4% -3,700 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,893 $615K 0.05% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 12,807 $611K 0.05% +842 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,655 $604K 0.05% -216 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 12,648 $603K 0.06% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,320 $588K 0.02% -2,570 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,128 $531K <0.01% new 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,832 $517K 0.06% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,686 $510K 0.01% -1,856 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,430 $498K 0.36% +2,381 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,383 $495K 0.01% +639 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,229 $488K <0.01% -80,087 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 10,081 $481K <0.01% -53 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 9,729 $464K 0.1% -2,575 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 9,593 $458K 0.2% +946 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,132 $436K 0.02% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,935 $426K 0.02% -10,572 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,848 $422K <0.01% -10,977 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,668 $413K 0.22% +8 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,555 $408K 0.14% +701 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,147 $389K 0.08% -967 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,098 $386K 0.02% -5,090 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,911 $377K 0.01% -304 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,847 $374K 0.03% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,600 $363K 0.08% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,361 $351K 0.09% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,215 $344K 0.01% +520 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,110 $339K <0.01% +166 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,835 $326K 0.06% -22,880 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,739 $321K <0.01% +165 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,665 $318K 0.01% -375 13F-HR Timeline Group J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 6,574 $314K 0.31% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,515 $311K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,500 $310K 0.01% -266 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 6,311 $301K 0.41% -6,355 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 6,195 $296K 0.21% -1,750 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 8,344 $295K 0.2% -1,725 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,161 $294K 0.01% +144 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,139 $293K <0.01% +172 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,929 $283K 0.01% -1,246 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 5,570 $266K 0.22% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,232 $249K <0.01% +2,474 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 5,204 $248K 0.05% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,190 $248K <0.01% -197 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,153 $246K <0.01% +37 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,106 $244K <0.01% -1,433 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,000 $238K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,792 $229K 0.03% +255 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 4,670 $223K 0.03% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,503 $215K 0.03% -465 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,406 $210K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,360 $207K <0.01% -27,457 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,265 $203K 0.17% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,200 $201K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,690 $176K 0.05% +1,538 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,261 $173K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,842 $136K <0.01% -185,144 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,565 $122K <0.01% -374 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,184 $104K <0.01% +2,034 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,940 $92.5K <0.01% +40 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,508 $71.9K <0.01% +314 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,412 $67.4K 0.07% -147 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 933 $44.5K 0.01% -14,753 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 681 $32.5K 0.01% -13 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 466 $22.2K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 456 $21.8K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 400 $19.1K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 366 $17.5K <0.01% -1,599 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 263 $12.5K <0.01% +17 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 113 $5.39K <0.01% -343 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 48 $2.29K <0.01% -440 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 37 $1.76K <0.01% -4,984 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 33 $1.57K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 31 $1.48K <0.01% 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 18 $859 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $723 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8 $382 <0.01% -99,992 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6 $295 <0.01% +1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3 $160 <0.01% new 13F-HR Timeline