MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,040,227 $37M <0.01% -568,581 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,132,844 $26M <0.01% -1,022,078 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,117,571 $25.8M <0.01% -51,514 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,113,760 $25.7M 0.21% +343,619 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,856,803 $22.6M <0.01% +30,882 13F-HR/A Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,355,685 $16.5M 0.56% +27,934 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,067,484 $13M <0.01% -26,782 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,021,558 $12.4M <0.01% +36,802 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 982,588 $12M <0.01% +195,804 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 928,934 $11.3M 0.01% -57,416 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 855,182 $10.4M 4.25% -10,270 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 689,783 $8.4M 0.14% +62,498 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 684,242 $8.33M 0.01% +32,765 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 542,746 $6.61M 0.01% +9,817 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 466,674 $5.68M 0.72% +14,085 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 462,380 $5.63M 0.01% 0 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 437,500 $5.33M 1.64% +12,500 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 401,064 $4.92M -1,152 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 384,691 $4.69M 0.01% +23,773 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 369,975 $4.51M <0.01% +60,384 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 366,950 $4.47M 0.57% +52,800 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 316,300 $3.85M 0.45% -14,796 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 284,957 $3.47M 0.01% +48,539 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 284,883 $3.47M 0.27% +38,939 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 254,722 $3.1M <0.01% +3,599 13F-HR Timeline Group KIM, LLC More: the full row for KIM, LLC 250,000 $3.04M 0.45% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 241,437 $2.94M <0.01% +709 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 225,295 $2.74M <0.01% -80,000 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 216,269 $2.63M 0.01% -3,241 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 210,547 $2.56M <0.01% +116,587 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 199,366 $2.43M 0.04% +4,272 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 195,474 $2.38M <0.01% -11,042 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 185,904 $2.26M 0.01% +45,602 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 185,161 $2.26M <0.01% +4,713 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 169,133 $2.06M <0.01% +6,400 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 164,740 $2.01M <0.01% -89,265 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 164,004 $2M 0.28% +1,015 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 163,819 $2M 0.53% +13,091 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 163,501 $1.99M 1.22% -110,180 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 152,562 $1.86M 0.01% -7,374 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 142,586 $1.74M 0.03% -8,837 13F-HR/A Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 134,230 $1.63M 0.85% +170 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 132,003 $1.62M 0.01% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 128,053 $1.56M 0.01% -4,614 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 118,308 $1.44M 0.89% +9,787 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 117,151 $1.43M 0.74% -973 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 111,485 $1.36M 0.21% +31,500 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 95,795 $1.17M <0.01% -364,974 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 92,001 $1.12M <0.01% -1,100 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 87,495 $1.1M 0.45% -1,238 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 83,531 $1.02M 0.21% +20,487 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 79,067 $963K 0.02% +1,688 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,647 $921K <0.01% +5,450 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 75,467 $919K 0.14% +139 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 69,591 $848K 0.51% -3,574 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 69,132 $842K 0.02% -248 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 68,352 $833K <0.01% new 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 63,949 $779K 0.11% -5,076 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 63,690 $776K <0.01% -2,340 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 60,710 $742K <0.01% +32,605 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 60,755 $740K 0.52% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,428 $712K <0.01% -896 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 57,832 $704K <0.01% +3,237 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 55,659 $678K 0.02% -268,843 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 53,222 $648K 0.02% +30 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 53,136 $647K 0.29% +402 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 52,363 $638K 0.01% new 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 50,098 $610K 0.2% -343 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 50,000 $609K 0.54% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 49,556 $604K <0.01% -3,516 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 49,393 $602K <0.01% +25 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 46,383 $565K 0.29% +361 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 45,575 $555K <0.01% +522 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 41,710 $508K 0.22% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 41,125 $501K 0.13% +200 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 40,590 $494K 0.01% -1,058 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 40,409 $492K 0.09% 0 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 39,901 $486K 0.35% +11,144 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 39,432 $480K 0.04% +71 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 38,996 $475K 0.03% +6,328 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 38,598 $473K 0.01% +6,164 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 38,665 $471K 0.11% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 38,653 $471K <0.01% +311 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 38,400 $468K 0.01% 0 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 37,009 $451K 0.13% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 35,369 $431K 0.02% +1,986 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 35,149 $428K 0.44% -34,738 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 34,431 $419K 0.14% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 33,329 $406K <0.01% +15,107 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,241 $405K 0.01% +183 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 33,000 $402K 0.01% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 31,624 $397K 0.03% -2,943 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 32,554 $397K 0.02% -79 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 32,366 $394K 0.07% +4,525 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 32,217 $392K <0.01% +27,976 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 31,590 $385K 0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 30,083 $377K <0.01% +6,616 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 30,039 $366K 0.03% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 29,794 $363K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 29,307 $357K 0.02% +70 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 28,245 $356K 0.01% +530 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,772 $350K <0.01% 0 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 28,509 $347K 0.01% +9,666 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 28,300 $345K 0.24% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,957 $341K 0.01% -3,047 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 27,939 $340K 0.02% +8,322 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,810 $339K <0.01% +11 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 27,079 $330K <0.01% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 26,850 $327K 0.18% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 26,445 $322K <0.01% +480 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 26,354 $321K 0.04% +476 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26,279 $320K 0.02% +15,000 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,204 $307K <0.01% +1,394 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,289 $296K <0.01% +4,298 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,124 $294K 0.01% +2,212 13F-HR/A Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 24,078 $293K 0.03% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 24,000 $292K 0.06% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,554 $287K 0.01% -358 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,486 $286K 0.02% -10,474 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,892 $279K <0.01% +4,677 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 22,850 $278K 0.11% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22,679 $276K <0.01% +5 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 22,602 $275K 0.1% -1,254 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 21,958 $267K 0.02% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 20,949 $255K 0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 20,502 $250K 0.09% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 20,467 $249K 0.15% +2,770 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,751 $244K <0.01% -40,213 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,800 $241K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,771 $241K 0.01% +3,388 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 18,893 $230K 0.01% +219 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 18,890 $230K 0.03% -3,368 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 17,922 $218K 0.02% +2,000 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,900 $218K 0.04% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,243 $210K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,200 $209K <0.01% -11,200 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,000 $207K <0.01% -8,495 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 16,990 $207K 0.12% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,930 $206K 0.01% -5,823 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,570 $202K 0.01% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 16,512 $201K 0.16% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 16,067 $196K 0.07% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 15,705 $191K 0.04% -681 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 15,062 $183K 0.14% -338 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 15,000 $183K <0.01% new 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 14,989 $183K 0.12% -1,600 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 14,889 $181K 0.02% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 14,511 $177K 0.11% -8,710 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,397 $175K <0.01% -418 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,337 $175K <0.01% +1,075 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,109 $172K <0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,042 $171K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 14,000 $171K 0.04% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 13,962 $170K 0.09% +11,361 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,924 $170K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,888 $169K <0.01% +2,221 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 13,746 $167K 0.07% +171 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,637 $166K <0.01% +529 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 13,244 $162K 0.06% +148 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,236 $161K <0.01% +164 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,064 $159K <0.01% -4,293 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,680 $154K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,500 $152K 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 $152K 0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 12,398 $151K 0.14% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 12,385 $151K 0.01% new 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 12,080 $149K 0.1% -8,000 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,006 $146K <0.01% -9,283 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,580 $141K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 11,508 $140K 0.03% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11,319 $138K 0.08% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,118 $135K <0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,100 $135K <0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,001 $134K <0.01% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,000 $134K 0.02% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,951 $133K 0.03% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,495 $128K 0.03% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,365 $127K 0.03% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,426 $127K <0.01% -82 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,224 $121K 0.01% +59 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 9,783 $119K 0.07% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,000 $97.4K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,471 $91K <0.01% -1,992 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,975 $85K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,688 $69.3K 0.02% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,643 $69K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,000 $60.9K <0.01% -256 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,760 $58K 0.04% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4,600 $56K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,495 $54.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,385 $53.4K <0.01% +55 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,445 $43.3K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,423 $41.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,300 $40.2K <0.01% 0 13F-HR/A Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,199 $39K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,739 $33.4K <0.01% +9 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,633 $32.1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,581 $31.4K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,517 $30.7K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,279 $28.2K <0.01% new 13F-HR Timeline