Karpus Management, Inc. More: the full row for Karpus Management, Inc. 4,641,247 $106M 3.04% -48,066 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,967,980 $44.8M 1.5% +401,718 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,638,668 $37.3M 0.11% +25,374 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,563,860 $35.6M 0.05% +3,500 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 1,485,213 $33.8M 8.1% -800 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,420,474 $32.3M 2.41% +19,322 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,274,609 $29M 2.57% +437,875 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,268,475 $28.9M <0.01% +21,104 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 783,682 $17.8M 0.51% +166,122 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/ 719,925 $16.4M <0.01% -25,157 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 654,447 $14.9M <0.01% -53,522 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 516,302 $11.7M <0.01% +27,352 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 507,854 $11.6M 0.01% +17,170 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 498,552 $11.3M 0.68% -42,500 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 493,001 $11.2M 0.53% -388,401 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 441,028 $10M 0.06% -1,560 13F-HR/A Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 287,241 $6.53M 0.57% -98,240 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 253,307 $5.76M 1.11% +25,241 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 214,188 $4.87M <0.01% -26,309 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 208,040 $4.73M 0.23% +3,093 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 203,231 $4.62M <0.01% +1,336 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 191,230 $4.35M 0.86% -4,685 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 178,185 $4.05M 0.06% +55,189 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 166,660 $3.79M 0.07% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 144,042 $3.28M <0.01% +3,374 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 137,301 $3.12M 0.44% +132 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 119,526 $2.72M 0.31% -1,045 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 119,000 $2.71M <0.01% +26,000 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 117,605 $2.68M 0.89% -6,633 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 114,387 $2.61M 1.38% -5,898 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 107,454 $2.44M 0.48% -154 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 100,344 $2.28M 0.17% -3,237 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 93,598 $2.13M <0.01% -6,768 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 92,920 $2.11M 0.33% -6,396 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 81,261 $1.85M <0.01% -30,059 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 80,729 $1.84M <0.01% +448 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 78,557 $1.79M <0.01% -631 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 76,869 $1.75M 0.01% -6,055 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 71,425 $1.62M 0.4% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 66,988 $1.52M 0.01% +22,643 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 63,712 $1.45M 0.67% +6,737 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 61,738 $1.41M <0.01% +5,370 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 61,808 $1.41M <0.01% +20,240 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 60,653 $1.38M <0.01% +6,842 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 59,170 $1.35M 0.85% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 56,610 $1.29M 0.4% +7,544 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 51,734 $1.18M <0.01% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 51,440 $1.17M 0.01% +8,075 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 49,973 $1.14M 0.01% -1,972 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,470 $1.13M 0.01% +21,060 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,064 $1.09M <0.01% -3,492 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,768 $1.09M 0.01% +1,935 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 47,381 $1.08M <0.01% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 47,179 $1.07M 0.72% +3,997 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 45,646 $1.04M 0.55% -21,713 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 43,721 $994K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 39,234 $893K +12,956 Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 38,090 $867K 0.06% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,533 $831K <0.01% -2,724 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 33,287 $753K 0.04% -13,508 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 32,304 $735K <0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 32,207 $733K 0.01% -9,194 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 31,643 $721K 0.04% -2,501 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 30,808 $701K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30,667 $698K 0.06% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 30,560 $695K 0.01% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 29,067 $661K 0.01% +9,274 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,273 $643K <0.01% +6,222 13F-HR Timeline Group Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 25,704 $585K 0.43% -150 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 25,302 $576K <0.01% +459 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,434 $556K <0.01% +10,725 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 24,400 $555K 0.17% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 23,647 $538K 0.53% -229 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 23,633 $538K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23,472 $534K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 23,313 $530K 0.06% -18 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 23,246 $529K <0.01% -26,917 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 23,163 $527K 0.37% +3,514 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,300 $507K <0.01% -8,481 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,056 $502K <0.01% -6,860 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,464 $488K 0.03% +39 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,097 $480K <0.01% -1,252 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 20,032 $458K 0.21% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,047 $457K <0.01% +788 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,599 $446K 0.01% -991 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,784 $427K <0.01% +4,474 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 16,825 $383K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,300 $371K <0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,842 $360K 0.01% +73 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,529 $353K 0.01% +1,990 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,527 $353K <0.01% -1,587 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 15,404 $350K 0.05% +93 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,156 $345K <0.01% +4,150 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14,550 $331K 0.04% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 14,090 $321K 0.06% -4,400 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 14,002 $319K 0.22% -4,319 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 13,000 $296K 0.05% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 12,320 $280K 0.05% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 12,320 $280K 0.05% 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 12,275 $279K 0.04% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,051 $274K <0.01% +524 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,000 $273K <0.01% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 11,691 $266K 0.05% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,650 $265K 0.04% +22 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 11,462 $261K 0.14% +8 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 10,750 $245K 0.02% -400 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,226 $233K 0.02% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 10,150 $231K 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,005 $228K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,816 $223K <0.01% +238 13F-HR/A Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,200 $209K 0.04% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,128 $208K <0.01% -692 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 7,091 $161K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,450 $147K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,966 $136K <0.01% +5,316 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,000 $114K 0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,214 $95.9K <0.01% +217 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,115 $93.6K <0.01% -1,000 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,878 $88.2K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,653 $83.1K 0.04% -200 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,000 $68.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,500 $56.9K <0.01% +500 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,400 $54.6K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,000 $45.5K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,834 $41.7K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,330 $30.3K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,272 $28.9K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,100 $25K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,000 $22.8K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 755 $17K <0.01% +1 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 740 $16.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 500 $11.4K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $11.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 500 $11.3K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 385 $8.76K <0.01% new 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 284 $6.46K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 156 $3.55K <0.01% -644 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $2.27K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $23 <0.01% 0 13F-HR Timeline Group