MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,946,401 $51.9M <0.01% -71,027 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,636,959 $43.7M 1.36% -33,820 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,248,095 $33.3M 0.01% +7,722 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 779,442 $20.8M <0.01% -33,555 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 745,857 $19.9M <0.01% +2,177 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 727,794 $19.4M <0.01% +905 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 636,887 $17M <0.01% +51,982 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 598,826 $16M 0.03% +41,518 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 568,698 $15.2M 0.12% +42,442 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 419,171 $11.2M <0.01% +17,074 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/ 375,648 $10M <0.01% +11,219 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 335,968 $8.96M 0.65% -177,852 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 263,418 $7.03M 0.01% -1,713 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 243,838 $6.5M 0.11% +48,802 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 235,769 $6.29M 0.02% +1,880 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 212,827 $5.68M 0.01% +7,322 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 189,571 $5.06M <0.01% -15,421 13F-HR/A Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 177,931 $4.85M 4.49% +15,332 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 127,390 $3.4M 0.25% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 100,726 $2.69M 0.02% +9,195 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 73,344 $1.96M 0.01% +62,718 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 66,113 $1.76M 1.48% +4,271 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 65,532 $1.75M <0.01% -10,288 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 60,228 $1.64M 1.83% +419 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 60,746 $1.62M 0.13% -1,230 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 56,321 $1.5M <0.01% +4,985 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 55,703 $1.49M <0.01% +10,730 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,584 $1.46M 0.01% +6,882 13F-HR/A Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 46,515 $1.24M 0.2% -1,200 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 45,829 $1.22M 0.26% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 44,553 $1.19M 1.15% +4,940 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 35,995 $960K 0.02% -440 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,567 $842K 0.01% +50 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,522 $841K <0.01% -150 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 30,703 $817K <0.01% -697 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,266 $807K <0.01% +402 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 29,849 $796K 0.01% -499 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 28,375 $757K 0.04% +2,450 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,153 $751K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,895 $744K <0.01% +10,718 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 26,913 $718K <0.01% 0 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 25,542 $681K 0.7% +7,640 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 24,688 $658K <0.01% +17,653 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,169 $618K <0.01% new 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 23,053 $615K 0.11% +919 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,843 $583K <0.01% +10,922 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 21,261 $567K <0.01% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 20,759 $554K 0.18% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,589 $496K 0.04% -47,918 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,226 $486K 0.02% +590 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,224 $486K <0.01% +1,541 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,500 $467K <0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,814 $459K 0.01% -164 13F-HR/A Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 17,157 $458K 0.59% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,901 $451K 0.01% -1,715 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,737 $446K <0.01% -749 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,408 $438K 0.02% +2,626 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,786 $421K 0.01% +2,910 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,069 $402K <0.01% +1,112 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 15,007 $400K 0.07% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 14,754 $393K 0.01% -916 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,216 $393K +51 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,350 $383K <0.01% +8,587 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,415 $372K 0.03% -237 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,897 $371K 0.04% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,834 $369K 0.02% -265 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,567 $361K <0.01% +2,722 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,159 $351K 0.01% -890 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,080 $349K <0.01% -1,000 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,694 $339K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,841 $316K <0.01% -26 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 11,696 $312K 0.19% +2,193 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,529 $307K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 11,461 $306K <0.01% +1,122 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,286 $274K <0.01% +937 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 10,123 $270K 0.19% -85 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,115 $270K 0.1% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,863 $269K <0.01% +91 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 10,003 $267K 0.16% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,354 $267K <0.01% +816 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,899 $264K <0.01% -187 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,737 $260K <0.01% -948 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 9,699 $259K 0.29% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,510 $254K 0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,453 $248K 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,196 $245K 0.03% +1,917 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,997 $242K <0.01% +1,207 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,821 $235K <0.01% +420 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,633 $230K <0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,421 $225K <0.01% -5,069 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,887 $210K 0.04% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,369 $210K 0.15% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,702 $205K 0.01% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,619 $203K 0.03% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,100 $202K 0.03% -1,000 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 7,158 $191K 0.06% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,714 $152K <0.01% +1,100 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,404 $144K <0.01% +2,702 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,182 $138K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,283 $114K 0.07% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,800 $101K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,232 $86.2K <0.01% -869 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,976 $82.1K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,909 $77.5K 0.06% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,708 $72.2K 0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,293 $61.2K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,284 $60.9K 0.01% -280 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,028 $54.1K 0.01% -191 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,834 $48.9K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,262 $33.7K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,104 $29.4K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,022 $27.3K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,006 $26.8K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,000 $26.7K 0.01% -881 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 708 $19.3K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 670 $17.9K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 658 $17.5K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 658 $17.5K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 600 $16K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 530 $14.1K <0.01% -400 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 522 $13.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 491 $13.6K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 435 $11.6K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 375 $10K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 352 $9.39K <0.01% 0 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 225 $6.01K <0.01% +4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 213 $5.68K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 210 $5.6K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 201 $5.36K <0.01% -36 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $5.33K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 197 $5.25K <0.01% -171 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 136 $3.63K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 126 $3.36K <0.01% -85 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 121 $3.08K <0.01% -242 13F-HR/A Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 100 $2.67K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 48 $1.28K <0.01% new 13F-HR Timeline