MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,910,360 $35.8M <0.01% +206,994 13F-HR/A Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 2,314,335 $28.4M 1.62% -1,321,643 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,964,682 $24.1M <0.01% +8,755 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,815,317 $22.3M 0.17% +345,434 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,634,451 $20.1M <0.01% -351,698 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,466,530 $18M 0.65% +43,519 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,165,469 $14.3M 0.49% -1,245,785 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/ 1,149,627 $14.1M <0.01% -125,593 13F-HR/A Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,114,736 $13.7M 0.01% +67,723 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,024,581 $12.6M <0.01% +9,875 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 948,269 $11.7M <0.01% +189,786 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 670,364 $8.24M 0.81% +62,884 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 573,577 $7.05M 0.12% +52,875 13F-HR/A Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 505,000 $6.21M 1.93% +80,000 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 470,900 $5.79M 0.01% 0 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 444,999 $5.47M 0.68% +37,635 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 427,406 $5.25M <0.01% -5,927 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 413,484 $5.07M <0.01% +28,170 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 409,595 $5.03M <0.01% +71,947 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 408,089 $4.87M 0.01% +29,001 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 394,447 $4.85M 0.01% -55,334 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 386,036 $4.76M 0.21% +1,033 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 381,462 $4.69M 0.84% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 357,792 $4.4M <0.01% -2,419 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 320,656 $3.94M 0.08% -20,900 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 288,266 $3.54M 0.01% -53,000 13F-HR Timeline Group North Ground Capital More: the full row for North Ground Capital 273,600 $3.36M 2.06% +112,651 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 261,501 $3.21M 0.01% -5,902 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 250,201 $3.07M 1.3% +25,960 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 237,593 $2.92M 0.06% -4,292 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 4,591,844 $2.88M 1.65% +4,359,116 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 199,341 $2.45M <0.01% +17,199 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 198,072 $2.43M <0.01% +25,329 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 194,441 $2.39M 0.95% -47,071 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 184,610 $2.27M <0.01% +4,430 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 183,142 $2.25M 1.32% +60 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 181,344 $2.23M 1.38% +8,652 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 160,657 $1.97M -111,017 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 152,506 $1.87M 0.01% -1,205 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 150,087 $1.84M <0.01% +2,642 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 148,672 $1.83M 0.01% -1,590 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 148,537 $1.83M 0.01% +5,247 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 133,858 $1.65M 0.06% -15,287 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 123,681 $1.52M 0.27% +3,418 13F-HR Timeline Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 123,412 $1.52M 0.08% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 117,540 $1.44M 0.11% +13,790 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 115,252 $1.42M 0.47% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 114,578 $1.41M 0.02% +15,693 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 114,003 $1.4M 0.01% +4,943 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 112,625 $1.39M 0.01% +3,000 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 112,871 $1.39M <0.01% -952 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 109,281 $1.34M 0.02% +2,267 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 107,657 $1.32M <0.01% -4,062 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 107,312 $1.28M 0.78% +1,529 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 101,686 $1.25M 0.02% +426 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 99,924 $1.23M 0.03% +11,382 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 97,439 $1.2M 0.54% +2,404 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 90,341 $1.11M 0.95% -3,369 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 88,420 $1.09M <0.01% +44,175 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 84,203 $1.03M 0.91% -74,137 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,025 $1.03M <0.01% +4,598 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 80,608 $991K 0.02% +5,301 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 76,034 $934K 0.01% +2,341 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 74,439 $915K 0.6% +4,978 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 73,979 $909K 0.03% +423 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 72,768 $894K <0.01% +8,553 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 72,609 $892K 0.22% +2,430 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 71,519 $879K <0.01% +895 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66,207 $814K <0.01% -1,537 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 61,296 $753K 0.01% -2,835 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 60,846 $748K 0.02% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 55,530 $682K <0.01% -2,485 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 55,000 $676K 0.24% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 53,506 $658K 0.39% -10,625 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 52,955 $651K 0.12% +744 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 52,662 $647K 0.51% +10,018 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,638 $647K 0.01% +3,268 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 49,352 $607K <0.01% +847 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 47,885 $589K -59,488 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 47,149 $579K 0.01% +10,018 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 43,535 $535K 0.05% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 43,279 $532K 0.04% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 42,654 $524K 0.2% +529 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 42,550 $523K 0.16% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 41,712 $513K <0.01% -26,306 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 41,400 $509K 0.13% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,029 $504K <0.01% +94 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 40,807 $502K 0.01% -10,326 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 40,533 $498K 0.05% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 39,722 $488K <0.01% +19,353 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 36,937 $454K 0.02% -3,735 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 36,390 $447K 0.02% -25,000 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 35,010 $430K 0.02% +92 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 35,000 $430K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,676 $426K <0.01% +2,409 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,576 $425K 0.01% +240 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 34,198 $420K 0.02% -21,489 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,768 $415K <0.01% -5,611 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 31,754 $390K <0.01% +70 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 31,661 $389K 0.06% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,242 $384K <0.01% -31 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 29,774 $366K <0.01% -2,949 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 29,000 $359K 0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 28,527 $351K 0.15% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,035 $345K 0.01% +4,915 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,928 $343K 0.01% -109 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 27,660 $340K 0.15% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 27,225 $335K 0.19% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 26,805 $329K 0.03% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,347 $324K <0.01% +5,000 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,024 $320K <0.01% -198 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,967 $319K <0.01% +118 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 25,190 $310K <0.01% +4,113 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 24,388 $300K 0.2% -1,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 24,122 $296K 0.02% +7,964 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,713 $291K 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,654 $291K <0.01% -57 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 23,320 $287K 0.04% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 23,312 $287K <0.01% -2,749 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 23,020 $283K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 22,772 $282K 0.01% -2,485 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 22,730 $279K 0.12% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,609 $278K <0.01% -1,867 13F-HR/A Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 22,317 $274K 0.03% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 22,232 $273K 0.07% +4,388 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 22,223 $273K 0.01% +22 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 22,148 $272K 0.05% +155 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 22,069 $271K 0.05% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 20,557 $253K 0.08% -4,977 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 20,288 $249K 0.02% +5,183 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 20,200 $248K 0.16% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19,781 $243K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,602 $229K <0.01% -6,442 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 18,295 $225K 0.05% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 18,290 $225K 0.14% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 18,287 $225K 0.12% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,793 $219K 0.01% -10,266 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 17,716 $218K <0.01% -5,647 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,310 $213K 0.05% +1,110 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,092 $210K <0.01% +309 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 17,000 $209K 0.02% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,756 $206K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,620 $204K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,500 $203K 0.01% +4,500 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,438 $202K 0.01% +5 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 16,297 $200K 0.09% -267 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 16,133 $198K <0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 16,000 $197K 0.01% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,841 $195K 0.05% -1,500 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 15,554 $191K 0.06% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 15,224 $187K <0.01% -984 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 15,154 $186K 0.01% +187 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 14,839 $182K 0.12% -23,750 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,645 $180K <0.01% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,462 $178K <0.01% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 14,049 $173K 0.06% +277 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 14,027 $172K 0.06% +276 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,883 $171K 0.02% +25 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 13,805 $170K <0.01% -12,471 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 13,776 $169K 0.06% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,706 $168K <0.01% +1,166 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,536 $166K <0.01% -53,631 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,379 $164K 0.01% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 13,100 $161K 0.07% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 12,880 $158K 0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 12,558 $155K 0.05% +47 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12,588 $155K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,435 $153K 0.01% -7,435 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,288 $151K <0.01% -180 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,000 $147K 0.01% +2,000 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,000 $147K <0.01% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 11,870 $146K 0.06% +39 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,800 $145K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11,503 $141K 0.12% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,361 $141K 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,321 $140K <0.01% 0 13F-HR/A Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,200 $138K 0.05% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,196 $138K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,195 $138K <0.01% -257 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,709 $136K 0.02% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,023 $135K 0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,678 $131K 0.01% -2,000 13F-HR Timeline Orange Investment Advisors, Inc. 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More: the full row for Community Bank, N.A. 6,000 $73.7K 0.01% +1,000 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,000 $73.7K 0.06% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,345 $65.7K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,039 $61.9K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5,000 $61.5K 0.02% -700 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,388 $54.3K 0.01% new 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,405 $54.1K <0.01% -1,060 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 4,000 $49.2K <0.01% 0 13F-HR Timeline Group