UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,915,017 $60.1M 0.01% +32,320 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 5,314,276 $46.2M 2.55% -2,420,415 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,490,565 $39M <0.01% -51,504 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,758,585 $24M 0.1% +746,507 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,551,754 $22.2M 1.8% -166,467 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,917,495 $16.7M 0.67% +194,524 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,785,135 $15.5M <0.01% +219,066 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,771,323 $15.4M 0.01% -536,326 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,550,540 $13.5M 0.11% +42,751 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,190,266 $10.3M <0.01% +35,564 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 1,100,000 $9.56M 5.34% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,000,623 $8.7M 0.01% +5,274 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/ 925,266 $8.04M <0.01% -22,134 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 765,156 $6.65M 0.63% -594,605 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 784,377 $6.64M 0.19% -4,586 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 659,535 $5.73M 0.01% -17,807 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 556,349 $4.83M <0.01% +46,939 13F-HR/A Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 551,632 $4.79M 1.57% +48,750 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 491,082 $4.27M 0.01% +100,273 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 474,774 $4.13M 0.08% -4,829 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 431,719 $3.75M <0.01% +181,919 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 417,171 $3.62M <0.01% -7,627 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 412,922 $3.59M 0.69% -97,855 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 395,558 $3.44M 0.01% -47,570 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 355,312 $3.09M 0.06% -118,565 13F-HR/A Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 303,568 $2.64M 2.4% -200,606 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 295,458 $2.57M 0.16% -57,842 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 240,372 $2.09M <0.01% +9,188 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 234,285 $2.04M +16,496 Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 224,776 $1.92M 0.57% +2,534 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 202,819 $1.76M <0.01% -38,428 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 186,936 $1.62M <0.01% +51,376 13F-HR/A Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 180,840 $1.57M 0.77% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 178,728 $1.55M 0.17% -1,158 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 166,513 $1.45M 0.11% -1,404 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 165,384 $1.44M 0.6% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 153,522 $1.33M 1.29% +49,461 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 149,175 $1.3M 0.26% -10,200 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 145,099 $1.26M 0.01% -3,042 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 142,681 $1.24M <0.01% -11,736 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 142,485 $1.24M 0.1% +1,078 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 140,000 $1.22M 0.45% -5,000 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 132,065 $1.15M 1.08% +1,150 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 132,210 $1.15M 0.03% -40,825 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 128,959 $1.12M 1.27% +36,114 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 110,887 $964K <0.01% +22,845 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 105,301 $915K 0.69% +1 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 105,005 $912K <0.01% -2,416 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 102,500 $891K 0.33% +7,000 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 101,974 $886K 0.08% -26,208 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 92,765 $806K 0.04% +183 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 91,720 $797K 0.2% +46,270 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 91,358 $794K 0.99% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 90,837 $789K 0.01% -20,117 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 89,998 $782K 0.13% -41,162 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 89,363 $777K 0.02% +17,693 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 86,534 $752K <0.01% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 84,506 $734K +22,860 Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 79,325 $689K 0.37% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 78,297 $680K 0.12% -27,500 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 72,066 $626K 0.04% +2,384 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 70,000 $608K 0.16% +5,000 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 66,000 $574K 0.45% 13F-HR/A Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 62,799 $546K 0.28% +2,837 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 62,028 $539K 0.17% -557 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 61,432 $534K 0.46% 0 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 61,180 $532K 0.03% +330 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 60,402 $525K 0.22% +500 13F-HR Timeline Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 59,644 $518K 0.03% 0 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 54,116 $470K 0.06% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 50,000 $434K 0.07% 0 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 49,537 $430K 0.01% +103 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 48,349 $420K 0.01% -2,750 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 47,337 $411K 0.1% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 47,239 $411K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,929 $408K <0.01% -4,789 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 46,001 $400K 0.04% -48,481 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 44,486 $386K 0.21% -1 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 44,225 $384K 0.01% +4,340 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 43,700 $380K 0.16% -12,500 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 43,488 $378K 0.22% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 43,000 $374K 0.01% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 42,700 $371K 0.02% +449 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 42,000 $366K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 41,500 $362K 0.02% -31,000 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 41,215 $358K 0.04% -6,750 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 40,619 $353K 0.22% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 37,600 $327K 0.03% -1,000 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 35,829 $311K 0.02% +413 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 34,815 $303K 0.01% -1,285 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 34,026 $296K <0.01% +1,352 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 33,947 $295K <0.01% +13,375 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 33,491 $291K <0.01% +16,735 13F-HR/A Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 33,234 $289K 0.02% +371 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 32,674 $284K <0.01% -11,300 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 32,544 $283K <0.01% +2,016 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 31,710 $276K 0.07% -9,189 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 30,839 $269K +10,917 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,646 $266K <0.01% -1,034 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 30,264 $263K <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. 29,547 $257K <0.01% 0 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 29,464 $256K 0.12% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 27,664 $240K 0.11% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 27,370 $238K 0.03% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 27,274 $237K 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,021 $236K <0.01% +12,468 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,648 $232K 0.01% -10,632 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 26,100 $227K 0.02% +13,375 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26,000 $226K 0.07% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 25,878 $225K 0.02% -76 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 25,688 $223K 0.05% -1,000 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 25,445 $221K 0.1% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25,183 $219K 0.01% -866 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,163 $219K <0.01% +693 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,543 $213K 0.01% +394 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 24,500 $213K 0.01% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 24,391 $212K 0.04% -20,391 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 23,500 $204K 0.33% 0 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 23,465 $204K 0.01% 0 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 22,947 $199K 0.05% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 22,511 $196K <0.01% +2,000 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 22,332 $194K 0.03% +7,530 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 22,000 $191K 0.13% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 21,755 $189K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 21,518 $187K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,941 $182K 0.01% +44 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 20,266 $176K 0.15% +191 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,939 $174K 0.01% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 20,000 $174K 0.13% 0 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,580 $170K <0.01% -472 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 19,516 $170K <0.01% -4,993 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,400 $169K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 19,029 $165K <0.01% -2,472 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,983 $165K <0.01% +169 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,157 $158K <0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,359 $151K <0.01% +49 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,972 $147K <0.01% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16,250 $141K 0.07% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 16,217 $141K 0.04% +3,538 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,533 $135K <0.01% -5,591 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,333 $133K <0.01% -9,500 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 15,120 $131K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,988 $130K <0.01% 0 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 14,839 $129K 0.01% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 14,403 $125K 0.05% -333 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14,382 $125K 0.02% +62 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 14,250 $124K 0.09% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,143 $123K 0.01% -736 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,110 $123K <0.01% +17 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 14,038 $122K 0.08% -1,462 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,497 $117K 0.08% +52 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 13,250 $115K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,104 $114K 0.01% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 13,099 $114K 0.05% -3,482 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,060 $113K <0.01% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,032 $113K <0.01% -8,500 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,992 $113K <0.01% +300 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 12,978 $113K 0.04% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 12,917 $112K 0.09% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 12,845 $112K 0.05% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,639 $110K <0.01% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,350 $107K <0.01% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 12,255 $106K 0.01% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,039 $105K 0.01% -10,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,938 $104K <0.01% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 11,956 $104K 0.03% +133 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,761 $102K <0.01% +1,000 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,630 $101K <0.01% new 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,590 $101K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 11,500 $99.9K 0.06% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,090 $96.4K <0.01% -10,390 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11,000 $95.6K 0.09% -4,600 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,082 $94.8K <0.01% +581 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,854 $94.3K 0.02% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 10,692 $92.9K 0.01% -2,250 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,220 $88.8K 0.01% -950 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,000 $87.7K 0.01% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 10,000 $86.9K 0.06% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9,614 $83.5K 0.07% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,507 $73.9K <0.01% -1,000 13F-HR Timeline BARRETT & COMPANY, INC. 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