MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,066,951 $46M <0.01% +20,780 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 323,682 $13.9M 0.24% -98,681 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 317,361 $13.7M <0.01% +24,319 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 271,699 $11.7M <0.01% +7,575 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 229,554 $9.89M <0.01% -13,614 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 144,252 $6.21M 0.07% +25,478 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 141,356 $6.09M 0.01% -66,982 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 139,778 $6.08M 0.01% +31,790 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 130,936 $5.64M 0.35% +9,032 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 126,135 $5.43M 0.11% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 116,161 $5.01M <0.01% +6,784 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 114,419 $4.93M 1.31% +97,692 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 110,867 $4.78M 0.04% +14,784 13F-HR Timeline Group AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 110,102 $4.74M 1.83% 0 13F-HR Timeline Group Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 92,828 $4M 2.45% -2,097 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 85,894 $3.7M 1.6% +1,601 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 85,000 $3.66M 0.25% 0 13F-HR Timeline Zimmer Partners, LP More: the full row for Zimmer Partners, LP 81,418 $3.51M 0.09% -2,500 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/ 68,792 $2.96M <0.01% -6,852 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,555 $2.48M <0.01% +42,461 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 53,109 $2.29M 0.78% -47,120 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 46,906 $2.02M 0.25% +1 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,388 $1.83M 0.01% +1,094 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 41,130 $1.77M 0.41% +1,900 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 40,191 $1.73M <0.01% -1,122 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 37,039 $1.6M <0.01% +3,797 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,197 $1.56M 0.01% +5,719 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 34,785 $1.5M <0.01% +279 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 34,266 $1.48M <0.01% +1,830 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 31,164 $1.34M <0.01% +5,000 13F-HR Timeline Group North Ground Capital More: the full row for North Ground Capital 28,932 $1.25M 0.76% +4,361 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 26,190 $1.13M 0.32% +2,294 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,844 $1.11M 0.01% 0 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 25,100 $1.11M 0.5% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 24,001 $1.03M 1% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 23,961 $1.03M 0.13% new 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 22,919 $988K 0.03% -602,996 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,000 $905K 0.01% new 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 20,796 $896K 0.1% -641 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,685 $891K <0.01% +14,170 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 20,026 $863K 0.26% +2,660 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,317 $832K <0.01% new 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 18,790 $809K 0.15% +42 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 18,477 $796K 0.54% -33 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,469 $796K <0.01% +68 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,868 $763K <0.01% +478 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 17,220 $742K 0.03% +8,610 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 16,610 $716K 0.13% -317 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,958 $688K <0.01% -2,052 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 15,369 $662K <0.01% new 13F-HR Timeline Group JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 15,241 $657K 0.09% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 15,082 $651K 0.27% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 15,000 $646K 0.04% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,462 $628K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,553 $627K <0.01% +585 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 14,499 $625K 0.38% +3,488 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,895 $599K <0.01% +3,789 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,338 $575K 0.2% +258 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 13,329 $574K 0.16% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 13,095 $564K 0.15% -10,176 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,886 $555K <0.01% +3,030 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,750 $549K 0.06% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,872 $512K 0.01% -653 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 11,730 $505K 0.11% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,699 $504K <0.01% +380 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 11,038 $476K 0.16% +3,296 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 11,029 $475K <0.01% +1,970 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,759 $464K <0.01% new 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 9,770 $421K 0.14% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,005 $388K 0.04% -904 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,751 $377K 0.01% +44 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,610 $371K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,023 $346K <0.01% +136 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 7,900 $340K 0.09% -111 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,536 $325K 0.02% +1,824 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,346 $317K 0.02% +2,592 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,249 $312K <0.01% -46 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,970 $300K 0.01% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,479 $279K 0.01% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,332 $273K 0.17% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,157 $265K 0.01% +1,045 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,847 $252K <0.01% -1,154 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 5,716 $246K 0.11% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,413 $233K <0.01% -1,119 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,333 $230K 0.01% +146 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,121 $221K <0.01% new 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 5,100 $220K 0.09% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,031 $217K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,938 $213K <0.01% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,892 $211K 0.05% 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 3,826 $165K <0.01% +921 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,674 $158K 0.02% -400 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,000 $86.8K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,000 $86K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,432 $61.7K <0.01% +347 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,388 $59.8K <0.01% +34 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,339 $57.7K <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 1,270 $54.7K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 923 $39.8K <0.01% -530 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 869 $37.4K <0.01% -77 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 847 $36.5K <0.01% +51 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 834 $35.9K 0.01% +31 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 725 $31.2K 0.02% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 700 $30.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 621 $26.8K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 532 $22.9K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 439 $18.9K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 416 $17.9K <0.01% -593 13F-HR/A Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 370 $15.9K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 325 $14K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 322 $13.9K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $12.9K 0.03% -2,800 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 298 $12.8K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 271 $11.7K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 250 $10.8K <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 243 $10.5K <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 241 $10.4K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 231 $9.95K <0.01% +17 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 200 $8.62K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 193 $8.32K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 187 $8.06K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 187 $8.06K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 181 $7.78K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 180 $7.76K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 151 $7K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 125 $5.39K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 123 $5.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 114 $4.91K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 106 $4.56K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 94 $4.05K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 90 $3.93K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 67 $2.89K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 63 $2.73K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 63 $2.71K <0.01% -147 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 50 $2.15K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 35 $2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 44 $1.9K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 42 $1.84K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 37 $1.6K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 37 $1.6K <0.01% +1 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) 32 $1.38K <0.01% +28 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 6 $260 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2 $89 <0.01% -66 13F-HR Timeline Group