MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,608,808 $45.4M <0.01% -592,390 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/ 3,154,922 $39.7M <0.01% +26,119 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,169,085 $27.3M 0.01% -231,538 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,825,921 $23M <0.01% +96,067 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,770,141 $22.3M 0.16% +184,833 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,327,751 $16.7M 0.58% -248,763 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,094,266 $13.8M <0.01% +53,554 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 986,350 $12.4M 0.01% -12,883 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 984,756 $12.4M <0.01% +54,626 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 865,452 $10.9M 4.62% +55,883 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 786,784 $9.9M <0.01% +193,906 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 651,477 $8.2M 0.01% +30,128 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 627,285 $7.89M 0.13% +50,749 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 532,929 $6.7M 0.01% -29,808 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 462,380 $5.82M 0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 460,769 $5.8M 0.01% +6,222 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 452,589 $5.69M 0.71% +36,208 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 425,000 $5.35M 1.6% -100,000 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 409,195 $5.15M 0.22% +22,110 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 402,216 $5.06M -1,707 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 360,918 $4.54M 0.01% -9,183 13F-HR/A Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 331,096 $4.17M 0.49% +4,046 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 324,502 $4.08M 0.14% -1,081,921 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 314,150 $3.95M 0.48% +67,550 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 309,591 $3.89M <0.01% -1,389 13F-HR/A Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 305,295 $3.84M 0.01% 0 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 273,681 $3.44M 1.96% -2,606,241 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 254,005 $3.2M <0.01% +204,692 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 251,123 $3.16M <0.01% +46,166 13F-HR Timeline Group KIM, LLC More: the full row for KIM, LLC 250,000 $3.15M 0.36% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 245,944 $3.09M 0.24% +23,587 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 240,728 $3.03M <0.01% -5,370 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 236,418 $2.97M <0.01% -18,278 13F-HR Timeline Group North Ground Capital More: the full row for North Ground Capital 223,536 $2.81M 1.4% -32,964 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 219,510 $2.76M 0.01% -105,794 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 206,516 $2.6M <0.01% +5,581 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 195,094 $2.45M 0.04% +26,631 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 180,448 $2.27M <0.01% +29,034 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 173,434 $2.18M 0.91% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 162,989 $2.05M 0.29% +2,051 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 159,936 $2.01M 0.01% +3,952 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 162,733 $2.01M <0.01% -21,223 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 151,423 $1.9M 0.03% -26,804 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 150,728 $1.9M 0.51% +873 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 140,302 $1.77M 0.01% +35,426 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 134,060 $1.69M 0.88% -457 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 132,667 $1.67M 0.01% +51,020 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 Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 118,124 $1.49M 0.71% 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 110,104 $1.39M 1.6% 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 108,521 $1.37M 0.8% -9,954 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 93,960 $1.18M <0.01% +24,840 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 93,101 $1.17M <0.01% +3,901 13F-HR/A Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 88,733 $1.12M 0.5% +4,319 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 79,985 $1.01M 0.17% +12,664 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 77,379 $973K 0.02% +13,405 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 75,328 $948K 0.15% -1,964 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 73,165 $920K 0.57% -1,667 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 70,197 $883K <0.01% +3,503 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 69,887 $879K 0.52% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 69,380 $873K 0.03% -2,894 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 69,025 $868K 0.12% -878 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 66,030 $831K <0.01% +13,211 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 63,044 $793K 0.18% +3,212 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 60,755 $764K 0.46% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 59,964 $763K <0.01% +2,239 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,324 $746K <0.01% -560 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 54,595 $687K <0.01% +2,365 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 53,192 $669K 0.02% -5,275 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,072 $668K <0.01% +3,977 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 53,019 $667K 0.19% +7,019 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 52,734 $663K 0.28% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 50,441 $635K 0.21% -1,543 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 49,368 $621K <0.01% -9,521 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 46,022 $579K 0.37% -120 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 45,053 $567K <0.01% +670 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,128 $530K <0.01% +10,765 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 41,710 $525K 0.23% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41,648 $524K 0.01% +2,021 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 40,925 $515K 0.13% 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 Indivisible Partners More: the full row for Indivisible Partners 39,361 $495K 0.05% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 38,665 $486K 0.13% +400 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 38,400 $483K 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 38,342 $482K <0.01% +613 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 37,009 $466K 0.12% -3,733 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 34,567 $435K 0.03% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 34,431 $433K 0.16% +13,000 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 33,960 $427K 0.03% +11,051 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 33,383 $420K 0.01% +15,893 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,058 $416K 0.01% +4,370 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 32,668 $411K 0.03% +2,111 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 32,633 $411K 0.02% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 32,434 $408K 0.01% +1,252 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 31,590 $397K 0.01% +3,400 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,004 $390K 0.01% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 30,039 $378K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 29,794 $375K 0.01% +673 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 29,604 $372K 0.01% 0 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 29,237 $368K 0.02% -2,863 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,772 $362K <0.01% -2,713 13F-HR Timeline Group Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 28,757 $362K 0.26% +3,386 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 28,400 $357K 0.01% +1,500 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 28,300 $356K 0.24% -10,751 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 28,105 $354K <0.01% -4,631 13F-HR/A Timeline Group Balefire, LLC More: the full row for Balefire, LLC 27,841 $350K 0.07% +4,602 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,799 $350K <0.01% +21 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,745 $349K 0.01% -2,155 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,715 $338K 0.01% +516 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,585 $334K 0.01% +21,534 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 25,965 $327K <0.01% -1,730 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 25,878 $326K 0.04% +138 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 25,843 $325K 0.08% -22,182 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,495 $321K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 24,000 $302K 0.06% -10,751 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,912 $301K 0.01% +623 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 23,856 $300K 0.11% +712 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 23,813 $300K <0.01% -753 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,810 $300K <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,467 $295K <0.01% +7,259 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 23,221 $292K 0.18% -7,970 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 22,850 $287K 0.12% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 22,753 $286K 0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 22,674 $285K <0.01% +11 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 22,258 $280K 0.04% -3,333 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 22,126 $278K 0.16% -2,840 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,912 $276K 0.01% +397 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,289 $268K <0.01% new 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 20,502 $258K 0.08% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 20,080 $253K 0.16% -5,896 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,991 $251K <0.01% -15,042 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,800 $249K 0.03% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 19,617 $247K 0.01% -13,806 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,843 $237K 0.01% new 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 18,674 $235K 0.01% +432 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,222 $229K <0.01% -2,975 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,215 $229K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,006 $229K <0.01% -8,549 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,900 $225K 0.04% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 17,697 $223K 0.13% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,357 $218K <0.01% -2,518 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,243 $217K <0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 16,990 $214K 0.12% -12,500 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 16,589 $209K 0.13% -836 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 16,512 $208K 0.17% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 16,386 $206K 0.05% -64 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,383 $206K 0.01% +136 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,381 $206K 0.01% -3,575 13F-HR/A Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 16,067 $202K 0.07% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 15,922 $200K 0.01% +1,860 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 15,400 $194K 0.12% -1,797 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 14,889 $187K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,815 $186K <0.01% -693 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 13,575 $171K 0.07% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,262 $167K <0.01% -250 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 13,200 $166K <0.01% new 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,108 $165K <0.01% +735 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 13,096 $165K 0.06% +293 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,072 $164K <0.01% +324 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,680 $160K 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% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 12,398 $156K 0.15% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12,059 $152K 0.02% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,667 $147K <0.01% +51 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,580 $146K <0.01% -2,000 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 11,508 $145K 0.03% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11,319 $142K 0.1% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,296 $142K 0.06% +637 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,279 $142K 0.01% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,220 $141K 0.03% 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,000 $140K 0.02% new 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 Busey Bank More: the full row for Busey Bank 11,118 $140K <0.01% -5,951 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,100 $140K <0.01% -502 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,001 $139K <0.01% 0 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,030 $139K <0.01% -19,572 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,951 $138K 0.03% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 10,599 $133K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,550 $133K <0.01% +296 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,508 $132K <0.01% +82 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,495 $132K 0.03% -426 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,165 $128K 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 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,463 $119K <0.01% +183 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,000 $101K 0.06% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,975 $87.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,643 $71K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,256 $66.1K <0.01% +256 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,760 $59.9K 0.04% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4,600 $57.9K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,495 $56.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,330 $54.5K <0.01% +107 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,241 $53.4K <0.01% +1,073 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3,463 $43.6K 0.04% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,423 $43.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,445 $42.7K 0.01% +3,437 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,300 $41.5K <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 LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,730 $34.4K <0.01% +18 13F-HR Timeline