BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 161,261 $10.5M 6.9% +32,797 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 141,132 $9.18M 2.83% -50 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 125,263 $8.15M 0.01% +97,132 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 96,674 $6.64M 0.15% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 97,615 $6.35M 1.12% +46,325 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 84,841 $5.52M 0.13% +38,235 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 77,915 $5.07M 3.04% +45,850 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 68,810 $4.47M 0.03% +2,212 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,931 $3.7M <0.01% +48,254 13F-HR Timeline Group HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 50,854 $3.31M 2.06% -2,104 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,782 $3.17M <0.01% +11,492 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 46,929 $3.05M <0.01% +46,461 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,510 $3.03M 0.01% +12,831 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 44,450 $2.89M 0.11% +44,350 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 43,678 $2.84M 0.32% +23,756 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 42,910 $2.79M 0.19% +15,125 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 33,689 $2.19M <0.01% +17,338 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 32,256 $2.1M 0.39% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 31,068 $2.02M 0.59% +4,181 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,533 $1.95M <0.01% +12,622 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 28,253 $1.84M 1.64% +5,084 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,056 $1.5M <0.01% +13,434 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 22,101 $1.44M +6,600 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,637 $1.41M 0.07% +14,547 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,495 $1.4M <0.01% +5,476 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,928 $1.3M 0.03% +1,041 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,781 $1.29M 0.05% -3,638 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,785 $1.16M <0.01% +796 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,373 $1000K 0.06% +1,512 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 15,302 $995K 0.12% +8,402 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 15,205 $989K 0.29% +10,585 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,320 $931K 0.04% -29 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,509 $879K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,487 $877K 0.01% +8,068 13F-HR Timeline Group CMC Financial Group More: the full row for CMC Financial Group 13,149 $855K 1.58% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,032 $848K 0.01% +736 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,951 $777K 0.01% +3,916 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,437 $744K 0.01% +3,993 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,305 $735K <0.01% -3,751 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,131 $724K <0.01% -1,539 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 10,889 $708K 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,810 $703K <0.01% +7,264 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 10,511 $684K 0.21% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 10,275 $668K 0.08% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,189 $598K 0.01% +2,661 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,058 $589K <0.01% new 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,989 $585K 0.06% +4,942 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,978 $584K 0.14% +2,137 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,659 $563K <0.01% +4,101 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,509 $553K <0.01% +3,584 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,026 $522K 0.06% new 13F-HR/A Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,027 $522K 0.02% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,419 $511K 0.05% +790 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,827 $509K <0.01% new 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,635 $497K 0.06% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,620 $496K 0.24% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,345 $478K 0.05% +2,363 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,952 $452K 0.02% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,473 $442K <0.01% +46 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 6,553 $426K 0.2% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,191 $403K 0.03% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,786 $394K 0.17% +2,171 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,035 $393K 0.06% +865 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 5,906 $384K 0.6% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,874 $382K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,550 $361K 0.13% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,436 $354K <0.01% new 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,172 $336K 0.11% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,955 $322K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,442 $289K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,330 $282K 0.05% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,111 $267K 0.05% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,028 $262K 0.03% new 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,013 $261K 0.2% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,853 $251K 0.03% +3,628 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,854 $251K <0.01% -60,777 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,844 $250K 0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,725 $242K 0.02% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,263 $212K <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,260 $212K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,180 $207K 0.02% +320 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,140 $204K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,924 $190K <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. 2,820 $183K <0.01% +2,655 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,554 $166K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,305 $150K <0.01% new 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/ 2,092 $136K <0.01% -6,120 13F-HR/A Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,949 $127K 0.09% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,937 $126K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,879 $122K <0.01% +1,069 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,187 $77.2K 0.04% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,152 $74.9K <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 854 $55.5K <0.01% +473 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 824 $53.6K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 800 $52K -189 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 771 $50.1K <0.01% +750 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 665 $48.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 596 $39K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 597 $38.8K <0.01% +547 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 588 $38.3K 0.01% +260 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 575 $37.4K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 540 $35.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 535 $34.8K <0.01% +310 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 500 $32.5K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 486 $31.6K <0.01% +167 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 480 $31.5K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 475 $30.9K <0.01% new 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $26K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 384 $25K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 378 $24.6K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 280 $18.2K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 272 $17.7K <0.01% -77 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 250 $16.3K <0.01% +200 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $16.3K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 245 $15.9K <0.01% +215 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 228 $14.8K <0.01% +107 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 220 $14.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 210 $13.7K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 176 $11.4K <0.01% new 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 160 $10.4K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 150 $9.76K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 134 $8.72K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 130 $8.46K <0.01% 0 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 110 $7.15K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 98 $6.37K <0.01% +23 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $3.25K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 40 $2.6K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15 $976 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $651 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6 $390 <0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1 $66 <0.01% 0 13F-HR Timeline