MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,463,182 $53.2M <0.01% +297,030 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 2,972,732 $35.4M 1.13% -6,858 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/ 2,959,153 $35.3M <0.01% +50,364 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,697,412 $32.2M 0.01% -53,928 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,668,609 $19.9M <0.01% -44,353 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,528,015 $18.2M 0.74% -71,459 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,456,992 $17.4M 0.14% +166,641 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 957,530 $11.4M <0.01% +89,593 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 947,023 $11.3M 0.01% -9,983 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 933,138 $11.1M <0.01% +166,023 13F-HR/A Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 810,446 $9.66M 0.53% -1,505,088 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 778,579 $9.24M 4.73% +12,144 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 590,000 $7.03M 2.31% -47,500 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 576,183 $6.87M 0.01% -80,532 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 539,255 $6.43M <0.01% -135,528 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 522,984 $6.23M 0.11% -2,323 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 513,512 $6.12M 0.01% +38,298 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 462,448 $5.51M 0.01% +16,659 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 462,380 $5.51M 0.01% 0 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 411,745 $4.91M 0.02% -6,243 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 391,242 $4.66M -23,686 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 386,879 $4.61M 0.01% -7,178 13F-HR/A Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 381,053 $4.54M 0.57% +16,510 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 376,295 $4.49M 0.01% -31,500 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 367,800 $4.39M 0.21% +46,896 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 322,050 $3.84M 0.48% +19,750 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 307,593 $3.67M 0.08% -15,000 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 278,678 $3.32M 0.01% +51,150 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 271,681 $3.24M 2.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 263,265 $3.14M <0.01% -6,414 13F-HR Timeline KIM, LLC More: the full row for KIM, LLC 250,000 $2.98M 0.31% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 230,525 $2.75M <0.01% +21,794 13F-HR/A Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 208,900 $2.49M 0.35% +68,150 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 207,067 $2.47M 1.65% -250 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 202,857 $2.42M <0.01% +124,700 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 202,535 $2.41M 1.01% -77,942 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 199,882 $2.38M 0.21% +9,580 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 184,132 $2.19M <0.01% +11,221 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 179,052 $2.13M <0.01% -82,621 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 172,450 $2.06M <0.01% +5,467 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 169,285 $2.02M 0.04% -15,464 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 168,362 $2.01M 0.04% +42,252 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 162,205 $1.93M 0.32% +79,818 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 160,860 $1.92M 0.01% +6,358 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 152,326 $1.82M 2.32% -16,925 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 145,938 $1.74M 0.49% -2,268 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 145,730 $1.74M <0.01% +49,161 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 137,038 $1.63M 1.04% -5,693 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 132,003 $1.58M 0.01% 0 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 119,698 $1.43M 0.91% +1,501 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 119,615 $1.43M <0.01% -2,732 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 95,641 $1.14M -2,050 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 90,100 $1.07M <0.01% -81,952 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 85,383 $1.02M 0.15% +740 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 85,039 $1.01M 0.53% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78,893 $940K <0.01% -7,458 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 78,556 $936K 0.65% -67,031 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 77,079 $919K 0.18% -4,556 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 75,615 $901K 0.6% -706 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 74,077 $883K 0.03% +42,700 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 70,722 $843K 0.01% +2,964 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 70,284 $838K 0.56% -18,735 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 66,321 $791K 0.15% +1,000 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64,484 $773K 0.18% -20,235 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 64,587 $770K <0.01% -9,619 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 62,835 $749K <0.01% -8,420 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 60,755 $724K 0.49% -5,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58,952 $707K <0.01% +170 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 58,421 $696K 0.03% +44 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,302 $695K <0.01% -9,097 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,088 $692K <0.01% +3,087 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 57,882 $690K 0.2% +1,955 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 55,930 $667K <0.01% +1,075 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 55,087 $657K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 53,225 $639K 0.25% -98 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 52,453 $625K 0.36% 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. 44,383 $529K <0.01% -12,498 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 42,661 $509K 0.28% -25,813 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 42,314 $504K 0.07% +34,079 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 42,174 $503K 0.07% -16,439 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 41,710 $497K 0.21% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 40,925 $488K 0.15% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 40,742 $486K 0.14% -27,203 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 40,409 $482K 0.09% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 38,952 $464K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 38,924 $464K <0.01% +1,341 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,627 $464K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 37,858 $454K 0.01% -392 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 38,007 $453K <0.01% 0 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 37,326 $445K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 37,251 $444K <0.01% +35,215 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 33,423 $398K 0.03% -174 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 33,380 $398K 0.13% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 33,362 $398K <0.01% new 13F-HR/A Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 32,847 $392K 0.03% -1,577 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,173 $384K 0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 32,099 $382K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 31,993 $381K 0.02% +114 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 32,092 $381K 0.02% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 31,191 $372K 0.25% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,090 $371K <0.01% +767 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 30,830 $367K 0.07% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 30,565 $367K 0.01% +596 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,096 $359K <0.01% +1,208 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 30,000 $358K 0.12% -16,000 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 29,604 $353K 0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 29,490 $352K 0.22% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,237 $349K 0.01% +7,081 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 28,905 $345K 0.01% new 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 27,767 $331K 0.04% +2,420 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,516 $328K <0.01% +388 13F-HR Timeline CX Institutional More: the full row for CX Institutional 27,200 $324K 0.01% 0 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 26,811 $320K <0.01% +351 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,670 $309K 0.01% +352 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,901 $309K 0.02% +2,848 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 25,203 $300K 0.01% -28,322 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 24,966 $298K 0.22% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,716 $295K <0.01% +32 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 24,528 $292K 0.1% +6,816 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,473 $292K <0.01% -1,734 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,039 $287K <0.01% -27,684 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 23,701 $283K 0.12% -3,240 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 23,596 $281K 0.25% +2,755 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 23,242 $277K 0.17% +1,416 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,152 $276K 0.01% +132 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,121 $276K 0.01% +500 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 22,901 $273K 0.06% +5,438 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 22,850 $272K 0.12% +9,850 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,696 $271K 0.01% 0 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 22,654 $270K <0.01% +9 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,540 $257K 0.02% -88 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 21,431 $255K 0.11% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 21,260 $253K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,206 $253K 0.01% +3,753 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,148 $252K <0.01% +1 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,061 $251K <0.01% new 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,919 $249K 0.01% -894 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 20,502 $244K 0.1% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 20,000 $238K 0.03% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,800 $236K 0.03% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 19,592 $234K 0.18% -254 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,623 $222K 0.01% -1,656 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 18,248 $218K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,148 $216K 0.01% -1,888 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,976 $214K 0.01% -480 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 17,906 $213K 0.01% +111 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,900 $213K 0.05% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,714 $211K <0.01% -1,082 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 17,697 $211K 0.14% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 17,425 $208K 0.14% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 17,422 $208K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,281 $206K <0.01% -7,466 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 16,450 $196K 0.05% -12 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 16,067 $192K 0.07% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,141 $180K <0.01% -2,647 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,900 $179K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 14,889 $177K 0.03% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,119 $168K <0.01% +2,617 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 13,662 $163K <0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,580 $162K <0.01% +2,000 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 13,401 $160K 0.04% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,377 $159K <0.01% -229 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 12,680 $151K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,664 $151K 0.01% -372 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 12,576 $151K 0.06% +220 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,596 $150K <0.01% +2,520 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 12,500 $149K 0.02% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,496 $149K <0.01% +244 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,325 $147K <0.01% new 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,297 $147K <0.01% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 12,113 $144K <0.01% -14,113 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,606 $138K <0.01% +1,438 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 11,508 $137K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,356 $135K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11,319 $135K 0.11% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,279 $134K 0.01% -102,131 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 11,167 $133K 0.08% -2,633 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 11,164 $133K 0.03% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 11,000 $131K 0.05% -1,000 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,747 $128K 0.01% -1,601 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,500 $125K 0.01% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,395 $125K <0.01% new 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 10,442 $124K 0.08% -388,523 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,138 $121K 0.05% +75 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,000 $119K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,000 $95.4K 0.06% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,053 $84.1K <0.01% +138 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,975 $83.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,686 $79.7K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,244 $74.4K 0.01% +1,000 13F-HR Timeline MOTCO More: the full row for MOTCO 6,189 $72.4K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,790 $69K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,051 $60.2K <0.01% 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,026 $59.9K 0.05% -228 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,000 $59.6K <0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,837 $57.7K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,760 $56.7K 0.05% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,267 $50.9K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,140 $49.3K <0.01% +81 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,445 $41K 0.01% 0 13F-HR Timeline