MacKay Shields LLC More: the full row for MacKay Shields LLC 1,232,873 $14.7M 0.51% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 803,081 $9.56M <0.01% +14,970 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 552,534 $6.58M 0.05% +85,935 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/ 436,243 $5.19M <0.01% -13,809 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 427,670 $5.09M 2.13% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 394,623 $4.7M 0.01% +134,600 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 304,269 $3.62M <0.01% +9,608 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 259,311 $3.09M <0.01% +1,036 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 229,167 $2.73M <0.01% +37,445 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 213,392 $2.54M 0.35% +18,994 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 189,563 $2.26M <0.01% +33,221 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 180,238 $2.14M 0.34% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 97,864 $1.16M <0.01% +36,513 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 74,775 $890K <0.01% -850 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 72,340 $861K <0.01% 0 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 67,499 $803K 0.62% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,272 $634K <0.01% +3,267 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 52,472 $624K <0.01% -8,498 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 51,501 $613K 0.14% +9,862 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 49,351 $587K 0.34% -4,134 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 40,794 $485K 0.15% +6,000 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 37,182 $442K 0.01% -300,036 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,794 $438K <0.01% +17,253 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,488 $399K <0.01% -22,032 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 30,170 $359K 0.06% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 30,104 $358K <0.01% +8,921 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 26,353 $314K <0.01% +680 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,007 $298K <0.01% +6,501 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 23,369 $278K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,324 $266K <0.01% new 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 21,504 $256K 0.15% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,149 $252K <0.01% +10,184 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 20,589 $245K 0.02% +255 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,517 $244K <0.01% +8,947 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,863 $236K <0.01% +278 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 17,900 $213K 0.11% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 17,343 $206K 0.01% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,273 $206K 0.01% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 16,957 $202K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,198 $193K new Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,445 $184K 0.01% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,406 $183K 0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,451 $181K <0.01% +1,731 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 13,950 $166K 0.09% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,934 $166K 0.03% +56 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,937 $142K <0.01% 0 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 11,741 $140K 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,470 $136K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,267 $134K 0.03% -2,374 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 11,148 $133K 0.07% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,531 $125K <0.01% -7,118 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,313 $123K <0.01% -1,440 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,181 $121K 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,132 $121K <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,031 $119K <0.01% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,000 $119K 0.03% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,778 $68.8K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,333 $63.5K 0.03% -1,667 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 4,400 $52.4K 0.04% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,550 $42.2K <0.01% 0 13F-HR/A Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,337 $39.7K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,700 $32.1K <0.01% -2,615 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,458 $29.2K <0.01% +45 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,500 $17.9K <0.01% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,475 $17.6K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 555 $6.6K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 484 $5.76K <0.01% 0 13F-HR Timeline