MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,012,270 $124M 0.01% +288,774 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,063,924 $62.6M 0.07% -358,429 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/ 4,240,583 $52.5M <0.01% -426,639 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,782,235 $34.4M 0.01% -487,958 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,489,620 $30.8M 0.01% -120,074 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,209,456 $27.3M <0.01% -29,605 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,802,723 $22.3M 0.38% -171,759 13F-HR/A Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1,722,769 $21.3M 1.57% +1,379,614 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,460,757 $18.1M 5.47% +394,007 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,414,464 $17.5M 0.07% +60,529 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,361,844 $16.8M <0.01% -37,045 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,225,877 $15.2M 0.01% +85,451 13F-HR Timeline Group STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 825,032 $10.2M 1.07% -4,016 13F-HR Timeline KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 808,748 $10M 0.22% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 786,544 $9.81M 0.01% -35,339 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 649,764 $8.04M 2.13% +23,013 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 623,700 $7.72M <0.01% +42,908 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 491,559 $6.08M 0.09% +30,558 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 395,339 $4.89M 0.1% +4,527 13F-HR/A Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 393,005 $4.86M 1.29% +323,161 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 387,961 $4.8M 0.44% -97,572 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 387,544 $4.79M 0.27% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 380,549 $4.71M 0.01% +57,029 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 365,206 $4.52M 0.17% +21,916 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 354,763 $4.39M 0.02% +9,297 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 347,858 $4.3M 0.2% +18,596 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 324,525 $4.01M 0.44% +231 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 321,171 $3.97M 1.36% +28,294 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 306,956 $3.8M 0.47% +375 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 304,871 $3.77M 0.01% -15,483 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 296,846 $3.67M 1.48% +13,023 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 294,285 $3.64M 0.88% +70,135 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 269,872 $3.34M 0.15% +18,876 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 266,988 $3.3M 0.04% +3,124 13F-HR Timeline Group TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 262,825 $3.25M 0.87% new 13F-HR Timeline Zimmer Partners, LP More: the full row for Zimmer Partners, LP 250,000 $3.09M 0.08% +150,000 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 232,250 $2.87M 0.23% +12,909 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 222,839 $2.76M 1.24% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 208,528 $2.58M 0.23% +10,702 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 208,049 $2.57M 0.02% -82,471 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 205,708 $2.54M 0.08% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 200,013 $2.47M 0.05% -7,988 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 195,367 $2.42M <0.01% +10,909 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 194,265 $2.4M 0.42% -1,190 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 187,911 $2.32M 0.49% +51,880 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 180,380 $2.23M 0.17% +4,952 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 176,384 $2.18M 0.04% +1,109 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 188,933 $2.17M 0.15% -2,350 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 169,658 $2.1M +6,871 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 164,891 $2.04M <0.01% +4,704 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 144,203 $1.78M 0.76% -9,757 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 139,506 $1.73M <0.01% -13 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 139,244 $1.72M 0.06% +106,978 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 139,831 $1.71M 0.09% +28,048 13F-HR/A Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 133,672 $1.65M 0.07% +50,000 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 127,314 $1.57M <0.01% +2,819 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 125,711 $1.56M <0.01% +31,637 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 124,056 $1.53M 0.3% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 119,524 $1.48M 0.01% -3,438 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 112,917 $1.4M 0.98% -6,000 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 106,623 $1.32M 0.06% -2,742 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 104,902 $1.3M <0.01% -1,983 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 104,917 $1.3M 0.42% +1,527 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 104,149 $1.29M 0.15% +10,280 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 103,595 $1.28M 0.73% +445 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 102,188 $1.26M 0.01% +5,838 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 98,939 $1.22M 0.12% -87,833 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 98,880 $1.22M 0.02% +85,380 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 98,557 $1.22M <0.01% -19,929 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 96,000 $1.19M <0.01% +8,000 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 94,200 $1.17M 0.01% +1,192 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 91,134 $1.13M 0.33% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 89,448 $1.1M 0.18% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 83,130 $1.03M 0.02% +7,701 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 79,198 $980K 0.06% +198 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 78,983 $977K 0.38% -64 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 78,294 $968K 0.53% -156,300 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 76,757 $949K 0.01% +10,615 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 76,239 $943K 0.3% -2,508 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 75,635 $936K 0.83% -93 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 73,205 $906K 0.03% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 72,189 $893K <0.01% +18,558 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 70,768 $875K 0.05% -31,437 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 64,855 $802K <0.01% +1,240 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 62,030 $767K 0.64% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 61,892 $766K 0.02% -17,583 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 61,200 $757K 0.1% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 60,653 $750K <0.01% +8,116 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 56,800 $703K 0.02% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 56,702 $701K 0.15% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,185 $670K <0.01% +6,620 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 52,925 $655K 0.05% -2,100 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 50,322 $622K 0.37% -42,001 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 49,628 $614K 0.03% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 48,687 $602K <0.01% +2,673 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 48,250 $597K 0.14% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 47,062 $582K <0.01% -3,414 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 46,967 $581K 0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 46,468 $575K <0.01% -14,830 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 47,505 $557K 0.01% +9 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 44,773 $554K 0.04% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 44,451 $550K 0.1% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 41,670 $515K <0.01% +1,540 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,919 $506K <0.01% -338 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 39,301 $486K <0.01% -28,228 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 38,510 $476K <0.01% +7,000 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 38,355 $474K <0.01% +6,850 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 38,146 $472K 0.12% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 37,460 $460K 0.19% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 36,995 $458K 0.04% -10,974 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 35,768 $442K 0.02% -84 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 35,700 $442K <0.01% +17,442 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 35,683 $441K 0.01% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 33,024 $409K 0.09% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 32,592 $403K 0.25% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 32,589 $403K 0.13% +538 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 32,173 $398K 0.01% +546 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 31,674 $392K 0.16% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 31,586 $391K 0.24% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 31,500 $390K 0.01% +6,700 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 30,979 $383K 0.02% -750 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 30,555 $378K 0.02% +8,355 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 30,500 $377K 0.14% -3,000 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 30,000 $371K 0.03% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,687 $355K <0.01% new 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 27,249 $337K 0.02% -3,000 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 27,050 $335K 0.25% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,952 $333K <0.01% +12,057 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,818 $332K 0.01% +84 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 26,256 $325K <0.01% -375 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 25,810 $319K 0.01% -8,203 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,391 $318K 0.01% +519 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,349 $314K 0.02% -1,644 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 25,074 $310K 0.17% +853 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 24,871 $308K 0.01% +4,000 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,772 $306K <0.01% +2,159 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,748 $306K <0.01% -875 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 26,100 $300K <0.01% +1,000 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 23,459 $290K 0.02% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 23,290 $288K 0.1% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22,966 $284K 0.19% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,717 $281K <0.01% +456 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 22,378 $277K 0.12% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22,333 $276K <0.01% +428 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 22,034 $273K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 21,450 $265K 0.04% -1,050 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 20,770 $257K 0.18% +595 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 20,603 $255K 0.05% -751 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 21,302 $255K 0.11% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,380 $252K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 20,105 $249K 0.04% +383 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,812 $245K 0.02% +141 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 19,660 $243K 0.03% +376 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 19,308 $239K -2,500 Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 19,224 $238K 0.15% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 19,224 $238K 0.88% +24 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 18,450 $228K 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 17,640 $218K 0.17% -479 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,825 $208K <0.01% -29 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,742 $207K <0.01% +586 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 16,117 $199K 0.07% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,019 $195K <0.01% -3,777 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 16,173 $190K 0.1% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,949 $185K <0.01% +722 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,823 $183K <0.01% +84 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 14,602 $181K 0.12% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,351 $178K <0.01% +41 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,307 $177K <0.01% +103 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 14,167 $175K 0.04% -1,009 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,716 $170K 0.01% +113 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 13,538 $167K 0.03% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,531 $167K 0.01% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 13,500 $167K 0.04% -500 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 13,487 $167K 0.08% -4,231 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 13,250 $164K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,111 $162K 0.01% -2,304 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 12,900 $160K <0.01% -4 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,649 $156K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,610 $156K 0.01% +10,187 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,605 $156K 0.01% -20,628 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,545 $155K -300 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 12,531 $155K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,424 $154K <0.01% +190 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,377 $153K <0.01% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,228 $151K <0.01% new 13F-HR Timeline Group JSF Financial, LLC More: the full row for JSF Financial, LLC 10,975 $136K 0.03% +180 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,721 $133K 0.02% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,576 $131K 0.02% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 10,399 $129K 0.03% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,220 $126K <0.01% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,018 $124K 0.02% 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 10,000 $124K 0.03% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,000 $86.6K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,838 $84.6K <0.01% -45 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6,000 $74.3K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,740 $71K <0.01% -1,190 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,362 $66.3K <0.01% -17,040 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,325 $65.9K <0.01% +54 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,156 $63.8K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,775 $46.7K <0.01% 0 13F-HR Timeline Group