MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,146,818 $45.9M <0.01% -17,256 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,735,715 $24.4M 0.01% -39,472 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/ 2,416,569 $21.6M <0.01% -11,499 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,987,100 $17.7M <0.01% -186,648 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,972,108 $17.6M 0.32% +132,860 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,798,818 $16M 0.13% +318,303 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,544,201 $13.8M 5% +49,963 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,364,867 $12.2M <0.01% 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,061,055 $9.46M 0.17% +43,259 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,050,304 $9.37M <0.01% +24,225 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 913,760 $8.15M <0.01% -3,705 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 880,665 $7.86M 0.02% +127,024 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 759,594 $6.78M <0.01% +47,424 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 711,052 $6.34M 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 670,891 $5.99M <0.01% +45,970 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 668,591 $5.96M 1.91% +20,566 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 549,904 $4.91M 0.02% -361,917 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 521,296 $4.65M 0.01% +2,680 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 463,580 $4.14M 1.04% -14,442 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 445,860 $3.98M 0.01% +82,396 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 429,022 $3.83M 0.01% +51,249 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 422,950 $3.77M 0.26% -134,500 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 390,458 $3.48M <0.01% +7,211 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 381,000 $3.4M 0.1% -1,375 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 283,241 $2.53M 0.05% -7,280 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 273,230 $2.44M 1.54% -10,107 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 236,725 $2.13M 0.18% -1,867,417 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 218,318 $1.95M 0.01% -10,205 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 214,696 $1.92M <0.01% new 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 209,283 $1.87M 0.96% -7,677 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 185,076 $1.65M <0.01% +67,963 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 177,201 $1.58M 0.22% +7,785 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 173,267 $1.55M <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 156,751 $1.4M 0.01% -7,181 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 147,225 $1.31M 0.92% -27,775 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 143,818 $1.28M 0.02% -300 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 135,997 $1.21M 0.04% +19,178 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 119,710 $1.07M <0.01% -13,690 13F-HR Timeline Group Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 119,504 $1.07M 0.79% +60,450 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 116,009 $1.04M 0.01% 0 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 115,292 $1.03M 0.39% -61,762 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 111,326 $993K 0.66% -6,273 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 105,732 $943K 0.01% +30,629 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 104,915 $941K 0.01% +18,640 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 100,381 $895K 0.32% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 98,819 $881K 0.02% -18,547 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 93,878 $837K 0.34% +12,189 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 92,519 $825K 0.13% -871 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 92,388 $824K 0.02% +17,807 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 92,231 $823K <0.01% +5,388 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 84,360 $752K <0.01% -1,767 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 80,337 $717K <0.01% +54,718 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 77,327 $690K 0.02% -551 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 76,387 $681K 0.02% +602 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 76,080 $679K 0.03% -925 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 72,815 $650K 0.01% +2,572 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 72,492 $647K 0.14% +39,446 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 71,964 $642K 0.53% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 66,198 $590K <0.01% +3,089 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 62,097 $554K 0.05% -2,450 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 61,500 $549K 0.5% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,510 $513K <0.01% -1,003 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 57,257 $511K 0.05% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 52,826 $471K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51,041 $455K 0.02% +1,000 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 50,814 $453K 0.25% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 50,178 $448K 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 46,521 $415K 0.01% -22,351 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 43,050 $384K 0.01% -10,950 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 42,687 $381K 0.23% +1,706 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 40,349 $360K 0.03% +11,312 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 38,899 $347K 0.09% -3,400 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 37,839 $338K <0.01% +96 13F-HR/A Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 35,541 $317K 0.13% -202,370 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 35,199 $314K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 34,420 $307K 0.06% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 33,956 $303K 0.04% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,717 $301K <0.01% +5,577 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,689 $283K <0.01% +1,325 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,816 $271K <0.01% -70,120 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,063 $268K <0.01% +2,131 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 30,007 $268K 0.03% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 29,568 $264K 0.03% -3,637 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 27,696 $247K 0.01% +531 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,480 $245K <0.01% +14,041 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 27,200 $240K +575 Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 26,414 $236K 0.08% +7,539 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 25,663 $229K 0.03% -180 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,383 $226K <0.01% -23,113 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 24,720 $223K 0.01% +4,738 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 24,866 $222K 0.07% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,715 $220K 0.02% +145 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 24,409 $218K +474 Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 23,924 $213K 0.07% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 23,861 $213K 0.01% new 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,600 $211K <0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,324 $208K <0.01% -71 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,500 $201K <0.01% +6,634 13F-HR Timeline Group JONES ROAD CAPITAL MANAGEMENT, L.P. More: the full row for JONES ROAD CAPITAL MANAGEMENT, L.P. 21,804 $194K 0.13% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 21,685 $193K 0.05% -132 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 21,593 $193K <0.01% +2,073 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,180 $189K 0.01% -11,942 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,342 $173K 0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 18,000 $161K 0.05% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,943 $160K 0.02% -5,159 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,583 $157K 0.01% +600 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 17,569 $157K 0.04% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,726 $149K <0.01% new 13F-HR Timeline Group QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 16,576 $148K 0.14% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 15,920 $142K 0.02% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 15,194 $136K 0.01% -1,800 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,967 $134K 0.01% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,155 $126K 0.05% +527 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,051 $125K 0.04% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,965 $125K 0.01% -4,014 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,956 $124K <0.01% new 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,790 $123K 0.13% -1,741 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,606 $121K <0.01% new 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,070 $117K 0.06% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 12,349 $110K 0.03% -2,250 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 11,950 $107K 0.06% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,950 $107K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,840 $106K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 11,821 $105K 0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,741 $105K 0.02% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,691 $104K <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,432 $93.1K 0 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,378 $92.6K <0.01% -102 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,317 $65.3K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,878 $61.4K <0.01% -3,872 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,500 $58K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,118 $54.6K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,677 $50.6K <0.01% +217 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,586 $49.8K <0.01% +158 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,120 $45.7K <0.01% -2,476 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,915 $43.8K <0.01% +182 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,508 $40.2K 0.03% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,371 $29K 0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,960 $26.4K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,467 $22K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,375 $21.2K <0.01% +161 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $17.8K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,882 $17K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,887 $16.8K <0.01% +70 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,823 $16.3K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,750 $15.6K 0.01% +120 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,655 $14.8K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,578 $14.1K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,200 $10.7K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,161 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 749 $6.41K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 568 $5.12K <0.01% 0 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 230 $2.05K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $2K <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. 158 $1.41K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 132 $1.18K <0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 120 $1.07K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 59 $533 <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 55 $485 <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $36 <0.01% -4,103 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 0 $1 <0.01% 0 13F-HR Timeline Group 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 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.