MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,576,944 $16.7M <0.01% +46,626 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,565,852 $16.6M <0.01% +168,635 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,236,385 $13.1M <0.01% -1,561 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,179,442 $12.5M 0.1% -163,519 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 657,323 $6.95M <0.01% +315,808 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 643,997 $6.81M 2.78% +25,479 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 451,201 $4.77M <0.01% +14,805 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 336,504 $3.56M <0.01% -7,765 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 225,492 $2.39M 0.04% -548 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 186,284 $1.97M 0.07% -2,368 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 185,000 $1.96M <0.01% -45,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 132,468 $1.4M <0.01% -16,455 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 116,267 $1.23M 0.02% -3,315 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 112,904 $1.19M <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 104,534 $1.11M <0.01% +17,195 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,034 $1.06M <0.01% -1,234 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 99,829 $1.06M 0.28% +10,043 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 97,096 $1.03M 0.63% -55,553 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 89,048 $942K <0.01% +6,608 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 77,281 $818K 0.13% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 72,687 $769K 0.42% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 71,145 $753K 0.02% +21,635 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 61,714 $653K 0.03% +71 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 56,534 $598K <0.01% +231 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,318 $575K <0.01% -4,409 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 50,162 $531K 0.05% +72 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 44,494 $471K 0.24% +26,630 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 40,850 $432K 0.25% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,209 $330K <0.01% +4,601 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,124 $308K <0.01% +234 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,500 $302K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,000 $297K <0.01% +2,000 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 25,200 $267K 0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,992 $254K <0.01% +5,000 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 23,312 $247K 0.08% +8,174 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 23,058 $246K 0.22% +290 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,123 $245K <0.01% +2,152 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 23,058 $244K 0.02% +290 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 21,401 $226K <0.01% new 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 19,000 $201K 0.05% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,879 $189K <0.01% new 13F-HR Timeline Group Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 16,700 $177K 0.16% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,592 $176K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,507 $133K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,583 $133K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,070 $128K <0.01% 0 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,057 $117K <0.01% +489 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,704 $113K <0.01% +2,374 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 10,703 $113K 0.04% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,146 $107K <0.01% 0 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,000 $106K 0.01% 0 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 10,000 $106K 0.09% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,693 $28.5K <0.01% +2,399 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,960 $20.7K 0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,300 $13.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 865 $9.21K <0.01% new 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 800 $8K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 600 $6.35K <0.01% +300 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 309 $3.27K <0.01% +3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $1.06K <0.01% 0 13F-HR Timeline