MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,233,029 $15.7M <0.01% +133,549 13F-HR/A Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,229,934 $15.7M 8.29% +50,612 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,220,468 $15.6M 0.11% +1,955 13F-HR Timeline Group GHE, LLC More: the full row for GHE, LLC 626,007 $7.99M 2.65% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 573,104 $7.31M <0.01% +54,094 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 502,764 $6.42M 0.1% -56,126 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 475,794 $6.07M <0.01% +7,826 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 381,317 $4.87M <0.01% +156,439 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 371,459 $4.74M 2.38% +7,391 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 362,611 $4.63M 1.08% +1,443 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 303,649 $3.87M 0.18% new 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/ 284,225 $3.63M <0.01% +15,494 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 250,700 $3.2M 0.23% 0 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 227,754 $2.91M 2.4% +35,690 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 221,250 $2.82M <0.01% -74,827 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 184,283 $2.35M 0.04% +5,094 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 183,188 $2.34M <0.01% +21,975 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 159,639 $2.04M <0.01% -13,957 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 134,895 $1.72M <0.01% +1,842 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 123,373 $1.57M 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 116,913 $1.49M 0.03% new 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 109,324 $1.39M 0.01% +18,837 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 97,450 $1.24M 0.33% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 88,505 $1.13M <0.01% +18,477 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 84,996 $1.08M <0.01% +28,888 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 76,965 $982K 0.11% +7,953 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 76,887 $982K <0.01% +5,332 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 76,469 $976K 0.07% -3,191 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 70,000 $893K 0.05% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 68,319 $872K 0.54% -3,102 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,613 $748K <0.01% +1,090 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 57,516 $734K <0.01% -32,050 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 56,674 $727K 0.03% +6,879 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 51,520 $657K <0.01% -2,250 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 51,500 $657K 0.18% +1,000 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 49,176 $632K 0.15% +471 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,960 $574K <0.01% +27,414 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 44,001 $561K 0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,604 $442K <0.01% +1,830 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 34,069 $435K 0.01% +498 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 33,500 $427K 0.35% -1,000 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 30,911 $394K <0.01% +10,174 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 29,754 $380K <0.01% -53 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,527 $377K <0.01% +1,900 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 28,782 $367K 0.02% +14 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,510 $351K <0.01% +2,074 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 26,834 $343K 0.03% +765 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,727 $341K 0.01% +126 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,432 $337K 0.01% +13,575 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 26,216 $335K 0.28% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,979 $319K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 24,902 $318K <0.01% +3,662 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,754 $316K <0.01% -32,990 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 24,127 $308K 0.02% -1,324 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 23,834 $304K 0.26% -67,527 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,804 $291K <0.01% -22,459 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 21,116 $269K 0.12% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,372 $247K <0.01% 0 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,229 $245K <0.01% +207 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,212 $245K 0.01% +3,041 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19,151 $244K <0.01% +129 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 17,878 $228K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 16,242 $207K <0.01% -8,295 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 15,367 $196K 0.07% -1,507 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 14,755 $188K 0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,500 $185K <0.01% new 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,466 $185K <0.01% -2,231 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 13,962 $178K 0.09% -434 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 13,811 $176K 0.01% -3,159 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,027 $166K 0.01% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,990 $166K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,744 $163K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,555 $160K 0.02% +1,226 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,426 $159K <0.01% +172 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,265 $157K <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,123 $155K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,253 $144K <0.01% new 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 11,050 $141K 0.12% new 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 10,850 $138K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,847 $138K <0.01% -1,181 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,407 $133K <0.01% new 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,071 $129K 0.05% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,000 $128K 0.01% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 10,000 $128K 0.12% 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 10,000 $128K 0.13% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,881 $126K <0.01% +2,171 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,716 $111K <0.01% -3,433 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,284 $106K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,660 $97.7K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,100 $90.6K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,799 $86.7K <0.01% +587 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,255 $67.1K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,370 $55.8K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,300 $54.9K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,192 $53.5K <0.01% +2,000 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,412 $43.9K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,000 $38.3K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,071 $26.4K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,000 $25.5K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,845 $24K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,835 $23.4K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,500 $19.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,259 $16.1K <0.01% -903 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,155 $14.7K <0.01% -545 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $12K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 800 $10.2K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 729 $9.3K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $6.38K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 500 $6.38K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 400 $5.1K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 400 $5.1K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 343 $4.37K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 312 $3.98K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 300 $3.83K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 140 $1.79K <0.01% -4,450 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 135 $1.72K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $9 <0.01% new 13F-HR Timeline