JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 849,563 $18.3M <0.01% +432,434 13F-HR Timeline Group O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 613,424 $13.1M 3.62% +4,104 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 341,071 $8.15M 0.5% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 310,693 $6.65M <0.01% -4,101 13F-HR Timeline Group Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 270,704 $5.8M 1.76% +106 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 216,565 $4.64M <0.01% -21,461 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 201,500 $4.31M 0.01% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 135,397 $2.9M 0.42% +28,746 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 126,658 $2.71M 0.86% +6,171 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 118,241 $2.53M <0.01% +11,683 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 116,031 $2.48M <0.01% +39,660 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 112,130 $2.4M 0.06% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 111,375 $2.38M 1.61% -197,654 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 100,585 $2.15M <0.01% +6,247 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 91,562 $1.96M <0.01% +1,417 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 87,298 $1.87M <0.01% +10,000 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 82,846 $1.77M 0.38% -110 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 80,453 $1.72M <0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 71,161 $1.52M <0.01% +62,364 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 65,723 $1.41M 0.02% +5,008 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 41,700 $893K <0.01% 0 13F-HR Timeline Group ES4, LLC More: the full row for ES4, LLC 41,600 $891K 0.47% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,558 $718K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 40,049 $678K <0.01% new 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 24,594 $527K 0.28% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 24,099 $516K 0.02% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 22,010 $471K 0.09% -398 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/ 19,700 $422K <0.01% +1,600 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,992 $407K <0.01% -102,444 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,553 $354K <0.01% +1,420 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,247 $348K <0.01% -528 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 14,518 $311K <0.01% +3,277 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 13,353 $286K 0.18% -500 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,846 $275K <0.01% +200 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,826 $275K <0.01% -1,734 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,621 $270K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 12,074 $259K 0.01% +39 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,793 $252K <0.01% -6,946 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,124 $153K 0.01% +2,394 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,618 $142K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,987 $107K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,000 $64.2K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,395 $51.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,719 $37K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,160 $24.8K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,134 $24K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 593 $12.7K <0.01% +494 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 406 $8.69K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 148 $3.17K <0.01% +107 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 142 $3.04K <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 103 $2.21K <0.01% +103 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 26 $557 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 26 $551 <0.01% +1 13F-HR Timeline Group