Atlas Wealth LLC More: the full row for Atlas Wealth LLC 615,562 $32.3M 4.6% new 13F-HR Timeline Bulldog Investors, LLP More: the full row for Bulldog Investors, LLP 447,259 $23.5M 5.16% +50,792 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 390,294 $20.5M 0.03% -267,938 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 385,055 $20.2M 2.52% +35,133 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 300,407 $15.8M <0.01% +301 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 198,726 $10.4M <0.01% -4,187 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 188,443 $9.88M 0.86% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 117,162 $6.15M 0.15% +10,000 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 117,002 $6.14M 1.11% -9,068 13F-HR/A Timeline THIRD AVENUE MANAGEMENT LLC More: the full row for THIRD AVENUE MANAGEMENT LLC 101,812 $5.34M 0.85% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 94,431 $4.95M 0.01% +2,723 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 65,000 $3.41M 1.37% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 61,439 $3.22M 0.06% +2,000 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 59,153 $3.1M <0.01% +1,589 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 50,745 $2.66M 0.19% +203 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 50,207 $2.63M -1,444 Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 46,777 $2.45M 0.15% -2,820 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 44,000 $2.31M <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 43,768 $2.29M <0.01% -24 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 40,607 $2.13M 0.09% -2,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,181 $2M <0.01% -5,362 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 36,007 $1.89M <0.01% +3,331 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 34,742 $1.82M 0.45% -224 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32,457 $1.7M 0.01% +3,066 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,855 $1.62M 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 28,121 $1.47M 0.56% +3,857 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 27,920 $1.46M 0.32% -815 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,166 $1.42M <0.01% -1,874 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 26,884 $1.41M 0.44% +1,765 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 23,968 $1.26M 0.26% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,441 $1.23M 0.01% -7,139 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,900 $1.15M <0.01% 0 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 21,596 $1.13M 0.18% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,353 $963K <0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 17,799 $934K <0.01% +5,288 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 16,976 $890K 0.01% -115 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,394 $860K 0.08% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,000 $839K <0.01% +149 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,655 $821K <0.01% +3 13F-HR/A Timeline S&CO INC More: the full row for S&CO INC 15,215 $798K 0.05% -254 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,874 $780K <0.01% -554 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,633 $768K <0.01% -108 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 14,074 $738K <0.01% -625 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,960 $732K 0.01% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 13,678 $717K 0.12% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,210 $693K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,833 $621K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,957 $575K <0.01% 0 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 10,787 $566K 0.17% -25,718 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 10,240 $537K 0.52% -236 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,578 $525K 0.08% -412 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,175 $481K 0.1% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 9,000 $472K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,763 $460K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,748 $459K 0.1% +44 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 8,578 $450K 0.39% +1,903 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,008 $420K 0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,763 $407K <0.01% -3,199 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,029 $369K 0.01% +1,022 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,974 $366K <0.01% new 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,315 $331K <0.01% -3,090 13F-HR Timeline Group Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 6,241 $327K 0.22% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,863 $308K 0.01% +1 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 5,653 $296K 0.01% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,623 $295K <0.01% -289 13F-HR Timeline Group WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 5,186 $272K 0.09% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,128 $269K <0.01% new 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 5,009 $263K 0.13% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,993 $262K <0.01% new 13F-HR Timeline Group Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,967 $261K 0.19% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,875 $256K 0.06% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,620 $242K <0.01% -47,970 13F-HR Timeline Stolper Co More: the full row for Stolper Co 4,477 $235K 0.06% 0 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 4,376 $230K 0.04% 0 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,376 $230K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,331 $227K 0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 4,326 $226K 0.01% -77 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,200 $220K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,128 $217K <0.01% new 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,091 $215K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,036 $159K 0.1% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,756 $92.1K <0.01% +677 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,699 $89K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,435 $75.3K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,119 $58.7K <0.01% -27 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,000 $52.5K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 796 $41.8K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 761 $39.9K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 674 $35.4K <0.01% +8 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 546 $28.6K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 543 $28.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 515 $27K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 432 $22.7K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 409 $21.5K <0.01% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 345 $18.1K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 268 $14.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 95 $4.98K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 56 $2.95K <0.01% 0 13F-HR Timeline Group