MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 345,657 $33.9M <0.01% +4,215 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 311,503 $30.5M 4.03% +19,291 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/ 242,859 $23.8M <0.01% -120,372 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 220,963 $21.6M 0.26% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 203,005 $19.9M -187,615 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 146,920 $14.4M <0.01% -43,643 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 122,886 $12M 0.04% +28,272 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 108,806 $10.7M <0.01% -28,020 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 71,506 $7M 0.05% +278 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 70,793 $6.93M 0.53% +3,998 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 69,392 $6.75M 2.02% -31,458 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 58,760 $5.76M 3.93% +350 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 56,517 $5.54M 0.59% +509 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 49,545 $4.85M <0.01% +11,451 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 41,717 $4.09M 0.02% +26,449 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,268 $3.86M <0.01% +22,100 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 37,376 $3.66M 0.2% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,792 $3.41M <0.01% -819 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 32,074 $3.14M 0.02% +698 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 32,024 $3.14M 1.17% +698 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 30,842 $3.02M <0.01% -100,027 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 30,053 $2.94M 0.9% +46 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 29,975 $2.94M <0.01% +8,987 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 29,921 $2.93M 0.2% +10,826 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,922 $2.83M <0.01% +11,316 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 28,414 $2.78M <0.01% -1,381 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 27,185 $2.66M <0.01% -14,079 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 25,677 $2.52M 0.76% -468 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,341 $2.38M 0.01% -2,332 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,993 $2.35M 0.05% -3,115 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,858 $2.34M <0.01% -1,202 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 22,800 $2.23M 0.94% +2,081 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 20,472 $2.01M 0.53% -581 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,326 $1.99M <0.01% -4,394 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,008 $1.96M <0.01% 0 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 18,500 $1.81M <0.01% new 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 18,110 $1.77M 0.64% -132 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,500 $1.62M <0.01% -349 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16,395 $1.61M 0.21% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 16,436 $1.6M 2.29% -227,002 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 13,982 $1.37M 0.39% +165 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 13,586 $1.33M 1.17% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 13,317 $1.3M 0.02% -494 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,931 $1.27M <0.01% +3,699 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,814 $1.26M <0.01% +5,056 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,659 $1.24M 0.05% +1,552 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,781 $1.15M 0.02% -2,060 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 11,242 $1.1M 0.75% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,542 $1.03M <0.01% +5,765 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,638 $944K 0.01% -96 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,850 $867K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,351 $818K <0.01% +1,955 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,258 $809K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,483 $753K <0.01% -374 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 7,662 $751K 0.43% -1,592 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,408 $726K 0.03% +2 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,305 $716K <0.01% +238 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,169 $702K 0.01% -61 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,698 $656K 0.33% +130 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 6,416 $629K 0.29% -676 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,111 $599K 0.02% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 6,039 $592K 0.35% +251 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,891 $577K 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,862 $574K <0.01% +130 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,694 $558K 0.03% -167 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,491 $538K <0.01% +2,020 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,404 $529K <0.01% -76 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,387 $528K <0.01% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,326 $524K 0.02% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,288 $518K <0.01% +5 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,240 $513K 0.15% -30 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,219 $511K 0.01% -3,056 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,068 $497K <0.01% -210 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,767 $467K 0.05% +1,379 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,600 $451K 0.11% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 4,508 $442K 0.2% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,471 $438K <0.01% -101 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,382 $429K <0.01% +1,561 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4,355 $427K 0.23% +730 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,211 $413K 0.03% -647 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,971 $389K 0.02% -23 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,937 $386K <0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 3,842 $376K 0.02% -20 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 3,621 $369K 0.24% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,729 $365K 0.02% -642 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,728 $365K 0.01% -984 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,699 $362K <0.01% +74 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,550 $348K <0.01% -910 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,489 $342K <0.01% -322 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,460 $339K <0.01% +468 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,342 $327K 0.01% +14 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 3,292 $322K <0.01% -582 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,216 $315K <0.01% 0 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 2,751 $301K 0.07% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,066 $300K 0.03% +2,730 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,060 $300K <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,012 $295K 0.01% +10 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,000 $294K <0.01% 0 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,986 $293K 0.06% -828 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,898 $284K 0.11% +20 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,654 $260K <0.01% -223 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,571 $252K 0.13% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,509 $246K <0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,501 $245K 0.02% +565 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,461 $241K 0.11% +426 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 2,412 $236K 0.15% -25 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,399 $235K <0.01% -1 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,358 $231K <0.01% -12 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,343 $230K <0.01% -1,975 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,347 $230K 0.03% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,337 $229K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,235 $219K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,172 $213K <0.01% -110 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,042 $200K 0.01% -31 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,676 $164K 0.07% +126 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,374 $135K 0.03% -648 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,317 $129K 0.03% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,234 $121K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,226 $120K <0.01% -382 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,172 $115K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,151 $113K <0.01% -105 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,056 $103K <0.01% +1 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 972 $95.1K 0.09% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 695 $68.1K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 678 $66.4K 0.01% +4 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 659 $64.6K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 615 $60.2K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 565 $54.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 522 $51K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 520 $51K <0.01% +3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 427 $41.8K <0.01% 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/ 397 $41K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 346 $33.9K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 286 $28K <0.01% -99 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 234 $22.9K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 201 $19.7K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $19.6K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $19.6K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $19.6K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 175 $17K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 143 $14K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 103 $10.1K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 68 $6.66K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 53 $5.19K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 36 $3.53K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 30 $2.94K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 30 $2.94K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $2.94K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 30 $2.94K <0.01% 0 13F-HR Timeline Group Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 30 $2.89K <0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29 $2.84K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4 $392 <0.01% 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3 $294 <0.01% 0 13F-HR Timeline