WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,056 $305K <0.01% +1,258 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,804 $294K 0.09% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,575 $285K 0.01% +5 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,477 $280K <0.01% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,427 $278K 0.08% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,177 $267K 0.01% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 6,000 $260K 0.23% -2,000 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,824 $252K 0.05% new 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,683 $246K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,681 $246K <0.01% +5,666 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,648 $244K 0.02% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,375 $232K <0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,337 $231K 0.02% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,311 $230K <0.01% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 5,240 $229K <0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,156 $223K 0.08% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,150 $223K 0.05% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,144 $222K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,048 $218K <0.01% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,000 $216K 0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,984 $216K <0.01% -2,826 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 4,879 $211K <0.01% -115,033 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 4,838 $209K 0.02% -31,681 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,691 $203K 0.19% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,649 $201K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,462 $193K 0.01% +1,398 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,957 $171K <0.01% +507 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,941 $127K 0.06% +8 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,794 $121K <0.01% +1,798 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,736 $118K <0.01% -35 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,708 $116K <0.01% +1,311 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,629 $114K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,477 $107K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,437 $105K <0.01% -63 13F-HR/A Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,100 $90.8K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,088 $90.3K <0.01% -282 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,927 $83.3K <0.01% +644 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,927 $83.3K 0.05% -140 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,536 $66.4K <0.01% -114 13F-HR Timeline LASALLE INVESTMENT MANAGEMENT SECURITIE… More: the full row for LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1,469 $63.5K <0.01% -2,108 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,396 $61.4K <0.01% +736 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,328 $57.4K 0.01% +702 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,239 $53.6K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,197 $51.8K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,111 $48.1K <0.01% 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) 1,100 $47.6K <0.01% -2,408 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 1,036 $44.8K 0.01% -1,080 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,034 $44.7K <0.01% +669 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 903 $39.1K <0.01% -135 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 728 $31.5K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 722 $31.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 615 $26.6K <0.01% -6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 605 $26.2K <0.01% +303 13F-HR Timeline Paralel Advisors LLC More: the full row for Paralel Advisors LLC 600 $25.9K <0.01% -24,400 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 579 $25K <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. 539 $23.3K <0.01% -28 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 475 $20.5K <0.01% +279 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 440 $19K <0.01% -527 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 423 $18.4K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 411 $18K 0.01% +215 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 400 $17.3K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 352 $15.2K <0.01% +158 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 346 $15K <0.01% -11 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 336 $14.5K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 323 $14K <0.01% +113 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 305 $13.2K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 300 $13K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $13K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 280 $12.1K <0.01% -1,130 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 278 $12K <0.01% +133 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 230 $10.1K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 219 $9.47K <0.01% -64 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 187 $8.09K <0.01% +180 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 149 $6.45K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 123 $5.32K <0.01% -186 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 108 $4.68K <0.01% +1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 90 $3.89K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 87 $3.76K <0.01% +26 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 87 $3.76K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 87 $3.76K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 84 $3.63K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 72 $3.11K <0.01% +67 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 57 $2.46K <0.01% +28 13F-HR Timeline CX Institutional More: the full row for CX Institutional 52 $2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 40 $2K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 48 $1.99K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $1.95K <0.01% +6 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 38 $1.64K <0.01% +35 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 34 $1.47K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $1.21K <0.01% +15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $1.04K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 23 $995 <0.01% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17 $735 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16 $692 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15 $649 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 14 $606 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $606 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13 $569 <0.01% +1 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13 $563 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $562 <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 12 $525 <0.01% -9,842 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $525 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $519 <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $518 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $433 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10 $433 <0.01% -2,225 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $346 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $303 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $303 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6 $260 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $217 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $179 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $130 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3 $130 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3 $130 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3 $130 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $87 <0.01% -1 13F-HR Timeline