Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 450,226 $35.8M 4.55% +21,431 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/ 413,503 $32.9M <0.01% -74,439 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 293,436 $23.4M <0.01% +15,910 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 278,374 $22.2M <0.01% -12,926 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 252,323 $20.1M 3.19% +8,080 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 132,335 $10.5M <0.01% -48,268 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 111,692 $8.85M 3.23% -2,404 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 79,507 $6.33M 0.1% +59,139 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 75,492 $6.01M <0.01% -45,511 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 71,720 $5.71M <0.01% +60,784 13F-HR Timeline Group Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 65,550 $5.22M 4.14% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 58,941 $4.69M <0.01% -10,364 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 55,294 $4.4M 0.62% -2,818 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 54,109 $4.31M 0.38% +403 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 45,783 $3.64M 0.29% -4,899 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 42,059 $3.35M 1.91% +3,638 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 36,890 $2.94M <0.01% +516 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 32,571 $2.61M 0.89% -7,756 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,848 $2.54M <0.01% +402 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 30,256 $2.41M <0.01% -20,000 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,122 $2.24M 0.06% +8,211 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 26,873 $2.14M 0.81% -772 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,402 $2.1M 0.02% +3,233 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 26,352 $2.1M 0.94% +3,233 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,123 $1.92M <0.01% -57,284 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 23,743 $1.89M 0.01% +6,051 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,740 $1.89M <0.01% -42,339 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,741 $1.81M <0.01% +1,706 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,358 $1.69M <0.01% -1,457 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 19,333 $1.54M 0.02% -823 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,875 $1.5M <0.01% -576 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,990 $1.27M <0.01% -585 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,735 $1.17M 0.02% -141 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 13,215 $1.05M 0.32% +7,310 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,625 $929K <0.01% -132 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,621 $846K <0.01% -2,118 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,874 $786K 0.01% -65 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,557 $761K <0.01% -5,918 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,017 $718K 0.02% +1,710 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,258 $657K <0.01% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,767 $618K 0.03% -47 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,701 $613K 0.03% -197 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 7,327 $583K 0.3% +183 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 7,261 $578K 0.41% +1,004 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,939 $552K <0.01% -21,756 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 6,876 $547K 0.27% +1,186 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,823 $543K <0.01% -9,682 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,753 $538K 0.3% +638 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,618 $527K <0.01% -179 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,334 $504K <0.01% -19,338 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,251 $498K 0.01% +2,341 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,918 $471K <0.01% -687 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,854 $466K 0.25% +198 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,812 $463K <0.01% +26 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,370 $428K 0.15% -13 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,347 $426K <0.01% -280 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 5,207 $415K 0.27% -4,998 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,200 $414K 0.03% -8 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,858 $396K <0.01% -384 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,946 $394K <0.01% -99 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,865 $387K <0.01% -158 13F-HR/A Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,800 $382K <0.01% -216 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,636 $369K 0.01% -9 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,600 $366K 0.08% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,456 $355K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 4,235 $337K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,172 $332K <0.01% 0 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,038 $321K 0.05% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,016 $320K 0.18% -6,899 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,986 $306K 0.02% -35 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,800 $303K 0.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,560 $283K <0.01% +137 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,346 $266K 0.03% +10 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,342 $266K <0.01% -693 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,143 $250K 0.02% +1 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,066 $244K 0.04% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,000 $239K <0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,997 $239K <0.01% +6 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,980 $237K 0.01% -36 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,853 $227K <0.01% -23 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,571 $205K 0.09% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,450 $195K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,377 $189K <0.01% -923 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,356 $187K <0.01% -143 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,022 $161K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,909 $152K <0.01% -119 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,812 $144K <0.01% +7 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,325 $105K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,317 $105K 0.1% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,187 $94.5K <0.01% -227 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,052 $83.7K <0.01% -298 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $79.2K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 750 $59.4K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 667 $53.1K 0.01% +5 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 659 $52.5K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 513 $40.9K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 512 $40.7K <0.01% +4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 457 $36K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 423 $33.7K <0.01% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 390 $31K <0.01% -110 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 385 $30.6K <0.01% +37 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 373 $29.7K <0.01% +1 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 247 $19.7K <0.01% -106 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 240 $19K <0.01% +14 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 234 $18.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 228 $18.2K <0.01% -20 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 201 $16K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $15.9K <0.01% -50 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $15.9K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 193 $15.4K <0.01% -66 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 172 $13.7K <0.01% new 13F-HR Timeline Group Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 175 $13K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 103 $8.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 90 $7.17K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 75 $5.97K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 68 $5.41K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 30 $2.39K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $2.39K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10 $797 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $718 <0.01% -1,715 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4 $318 <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3 $239 <0.01% 0 13F-HR Timeline