Berkeley, Inc More: the full row for Berkeley, Inc 222,870 $10.3M 3.29% +752 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 138,664 $6.43M <0.01% +109,850 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 91,720 $4.26M 1.08% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 84,386 $3.92M <0.01% +19,597 13F-HR/A Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 54,067 $2.51M 0.93% +12,312 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 53,577 $2.49M 0.08% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 52,408 $2.43M 0.01% +3,856 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 41,435 $1.92M 0.15% +24,008 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,208 $1.87M 0.01% +38,862 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/ 36,948 $1.71M <0.01% -48,528 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 30,227 $1.4M <0.01% new 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 28,118 $1.3M 0.29% -2,011 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,707 $1.19M <0.01% +110 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,288 $1.08M <0.01% +9,211 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 22,604 $1.05M 0.16% +2,932 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 21,653 $1M 0.16% +3,438 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,417 $762K <0.01% -29,716 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 14,847 $689K 0.02% 0 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 13,783 $640K 0.17% +2,246 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,091 $561K <0.01% +31 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,672 $542K <0.01% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 11,069 $514K <0.01% +259 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,676 $356K 0.11% -454 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,300 $246K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,118 $237K 0.01% -155 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,773 $221K <0.01% -202 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,692 $218K 0.05% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,436 $206K 0.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,400 $204K <0.01% new 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,613 $168K <0.01% +662 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,786 $82.9K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 780 $36.1K <0.01% 0 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 444 $20.6K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 236 $11K <0.01% +88 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 232 $10.8K <0.01% +1 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 229 $10.6K <0.01% -7,175 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 216 $10K <0.01% -36 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $9.28K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 145 $6.74K <0.01% +113 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 133 $6.19K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73 $3.4K <0.01% +23 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 41 $1.9K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $46 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $24 <0.01% -538 13F-HR Timeline Group