MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,201,198 $52.8M <0.01% -261,984 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,128,803 $39.3M <0.01% +169,650 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,400,623 $30.2M 0.01% -296,789 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,729,854 $21.7M <0.01% +61,245 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,585,308 $19.9M 0.15% +128,316 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,576,514 $19.8M 0.72% +48,499 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,406,423 $17.7M 0.6% -1,566,309 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,040,712 $13.1M <0.01% +83,182 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 999,233 $12.6M 0.01% +52,210 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 930,130 $11.7M <0.01% -3,008 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 809,569 $10.2M 4.61% +30,990 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 621,349 $7.8M 0.01% +45,166 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 592,878 $7.45M <0.01% +53,623 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 576,536 $7.24M 0.12% +53,552 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 562,737 $7.07M 0.01% +49,225 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 525,000 $6.59M 2.05% -65,000 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 462,380 $5.81M 0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 454,547 $5.71M 0.01% -7,901 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 416,381 $5.23M 0.65% +35,328 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 407,339 $5.12M 0.02% -4,406 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 403,923 $5.07M +12,681 Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 387,085 $4.88M 0.21% +19,285 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 370,101 $4.65M 0.01% -16,778 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 327,050 $4.11M 0.49% +5,000 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 325,304 $4.09M 0.01% +46,626 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310,980 $3.91M <0.01% +191,365 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 305,295 $3.83M 0.01% -71,000 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 2,879,922 $3.44M 1.96% +2,608,241 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 256,500 $3.22M 1.98% +104,174 13F-HR Timeline KIM, LLC More: the full row for KIM, LLC 250,000 $3.14M 0.35% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 254,696 $3.1M <0.01% +24,171 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 246,600 $3.1M 0.4% +37,700 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 246,098 $3.09M <0.01% -17,167 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 222,357 $2.79M 0.22% +22,475 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 204,957 $2.57M <0.01% +2,100 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 200,935 $2.52M <0.01% +16,803 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 183,956 $2.31M <0.01% +11,506 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 178,227 $2.24M 0.04% +8,942 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 168,463 $2.12M 0.04% +101 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 160,938 $2.02M 0.3% -1,267 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 155,984 $1.96M 0.01% -4,876 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 151,414 $1.9M <0.01% +5,684 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 149,855 $1.88M 0.51% +3,917 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 134,517 $1.69M 0.91% -2,521 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 132,003 $1.67M 0.01% 0 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 118,475 $1.49M 0.87% -1,223 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 104,876 $1.32M 0.01% +25,983 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 89,200 $1.12M <0.01% -900 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 84,414 $1.06M 0.51% -625 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 81,647 $1.03M 0.01% +10,925 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 77,292 $971K 0.17% +213 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 74,832 $940K 0.58% -783 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 72,274 $908K 0.03% -1,803 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 69,903 $878K 0.12% -15,480 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 69,120 $868K <0.01% +13,190 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 67,321 $846K 0.15% +1,000 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 66,694 $838K <0.01% +2,107 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 63,974 $804K 0.02% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 60,755 $763K 0.49% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,884 $752K <0.01% +1,796 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 59,832 $751K 0.18% +1,950 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 58,889 $740K <0.01% -3,946 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 58,467 $734K 0.03% +46 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 57,725 $713K <0.01% -1,227 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 52,819 $663K <0.01% +13,895 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 52,734 $662K 0.36% +281 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 51,984 $657K 0.24% -1,241 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 52,230 $656K <0.01% -6,072 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 49,313 $619K <0.01% +36,988 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 49,095 $617K <0.01% +18,999 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 48,025 $609K 0.16% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 46,142 $580K 0.38% +3,481 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 46,000 $578K 0.16% +16,000 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 $557K <0.01% 0 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 41,710 $524K 0.22% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 40,925 $514K 0.14% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 40,742 $512K 0.14% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 40,409 $508K 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,627 $498K 0.01% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 39,051 $490K 0.31% -31,233 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 38,400 $482K 0.01% -269,193 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 38,265 $481K 0.13% +4,885 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 37,729 $474K <0.01% +478 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 35,033 $440K <0.01% -2,974 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 34,751 $436K 0.09% -29,733 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 33,423 $420K 0.03% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,736 $411K <0.01% -626 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 32,100 $403K 0.02% +107 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 31,485 $395K -64,156 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,437 $395K <0.01% +347 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 31,182 $394K 0.01% +617 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 31,363 $394K <0.01% +10,302 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 31,191 $392K 0.24% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,004 $389K 0.01% -1,169 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 30,830 $387K 0.06% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 30,602 $384K <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 30,557 $384K 0.03% -2,290 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 30,039 $377K 0.04% -7,287 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,900 $376K 0.01% +663 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 29,604 $372K 0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 29,490 $370K 0.22% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 29,121 $366K 0.01% +6,000 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,688 $360K 0.02% +2,787 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 28,190 $354K 0.01% -715 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,778 $349K <0.01% +262 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 27,695 $348K <0.01% -11,257 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,199 $341K 0.01% +529 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,900 $339K 0.01% +12,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,555 $336K <0.01% -11,303 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 25,976 $326K 0.2% -52,580 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 25,740 $323K 0.04% -2,027 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 25,591 $321K 0.04% -16,583 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 25,371 $319K 0.25% +1,775 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 24,966 $314K 0.18% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 24,605 $309K 0.1% +77 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,566 $309K <0.01% -150 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,810 $299K <0.01% -229 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,289 $293K 0.01% +137 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 23,239 $292K 0.06% +338 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 23,144 $291K 0.11% -557 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 22,909 $288K 0.02% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 22,850 $287K 0.12% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,696 $285K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22,663 $285K <0.01% +9 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,515 $270K 0.01% +309 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 21,431 $269K 0.1% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,197 $266K <0.01% +3,916 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,149 $266K <0.01% +1 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 20,502 $258K 0.09% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,956 $251K 0.02% -1,584 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,875 $250K <0.01% -4,598 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,800 $249K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 19,747 $248K <0.01% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 18,248 $229K 0.03% 0 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 18,242 $229K 0.01% +336 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,900 $225K 0.05% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 17,697 $222K 0.15% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,490 $220K 0.01% -3,770 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 17,425 $217K 0.14% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,243 $217K <0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 17,197 $216K 0.13% -6,045 13F-HR Timeline Busey Bank More: the full row for Busey Bank 17,069 $214K 0.01% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 16,512 $207K 0.17% 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 16,450 $207K 0.05% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,247 $204K 0.01% -1,901 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,208 $204K <0.01% +4,602 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 16,067 $202K 0.07% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,508 $195K <0.01% -5,411 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 14,889 $187K 0.03% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 14,062 $177K 0.01% -3,360 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,580 $171K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,512 $170K <0.01% -607 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 12,949 $163K 0.11% -6,643 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 12,803 $162K 0.06% +227 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,748 $160K <0.01% +252 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,680 $159K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,500 $157K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,478 $157K 0.01% -186 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,373 $155K <0.01% -1,004 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,616 $146K <0.01% -980 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,602 $146K <0.01% -2,060 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 11,508 $145K 0.03% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 11,397 $144K 0.03% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11,319 $142K 0.12% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,285 $142K <0.01% -3,856 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,279 $142K 0.01% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 11,164 $140K 0.02% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,991 $139K <0.01% +596 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,001 $138K <0.01% new 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,951 $138K 0.03% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,921 $137K 0.03% -2,480 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,659 $134K 0.06% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,500 $132K 0.01% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 10,447 $131K 0.08% -720 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,426 $131K <0.01% -930 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,215 $129K 0.03% +77 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,254 $129K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,000 $126K <0.01% 0 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,094 $120K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,280 $117K <0.01% +2,227 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,000 $100K 0.06% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,975 $87.6K 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 $84K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,051 $63.4K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,027 $63.1K 0.05% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,000 $62.8K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,760 $59.8K 0.05% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4,600 $57.8K 0.02% +2,100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,495 $56.5K <0.01% -342 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,267 $53.6K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,223 $53K <0.01% +83 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,041 $50.8K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,423 $43K <0.01% +358 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,300 $41.4K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,199 $40.2K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,168 $39.8K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,712 $34.1K <0.01% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,660 $33.4K <0.01% 0 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,633 $33.1K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,601 $32.7K 0.02% 13F-HR Timeline