PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,014,163 $39.3M 1.17% +607,493 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,998,901 $39.1M <0.01% -450,154 13F-HR/A Timeline Group BRUNI J V & CO /CO More: the full row for BRUNI J V & CO /CO 2,487,019 $32.5M 3.28% +274,667 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,173,257 $28.4M 0.03% +134,557 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,087,981 $27.2M 0.58% +199,415 13F-HR Timeline ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 1,945,305 $25.4M 1.16% 0 13F-HR Timeline Group OAKTREE CAPITAL MANAGEMENT LP in group Oaktree Capital Holdings, LLC More: the full row for OAKTREE CAPITAL MANAGEMENT LP 1,852,456 $24.2M 0.4% 0 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,693,224 $22.1M 2.63% -7,514 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 1,320,677 $17.2M 0.98% +701,771 13F-HR Timeline Melia Wealth LLC More: the full row for Melia Wealth LLC 1,215,842 $15.9M 6.95% +225,384 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 904,340 $11.8M <0.01% +62,158 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 886,847 $11.6M <0.01% +181,023 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 571,998 $7.46M +188,618 Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 532,849 $6.96M <0.01% -16,359 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 508,145 $6.63M <0.01% -104,878 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 436,093 $5.69M <0.01% -34,668 13F-HR Timeline Group CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 332,348 $4.34M 2.03% +11,289 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 330,906 $4.32M 1.67% +70,052 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 303,769 $3.96M <0.01% +63,000 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 290,874 $3.8M 0.03% +11,626 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 267,909 $3.5M <0.01% +135,662 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 259,052 $3.38M 0.45% +29,748 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 236,280 $3.08M 0.03% +56,539 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 235,511 $3.07M <0.01% -10,127 13F-HR Timeline Group Wills Financial Group LLC More: the full row for Wills Financial Group LLC 232,729 $3.04M 1.25% -79 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 225,220 $3M <0.01% -7,305 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 223,719 $2.92M <0.01% +197,703 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/ 204,925 $2.67M <0.01% +80,636 13F-HR/A Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 201,490 $2.63M 1.52% +17,748 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 196,915 $2.57M 0.21% +30,290 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 179,845 $2.35M 0.2% +27,500 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 178,375 $2.33M 0.01% +10,656 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 176,666 $2.31M <0.01% 0 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 175,000 $2.28M 0.02% -11,379 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 170,262 $2.22M <0.01% +20,533 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 164,250 $2.14M 0.06% -18,545 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 160,862 $2.1M 0.24% -14,975 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 148,766 $1.94M <0.01% -151,637 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 142,266 $1.86M 0.01% 0 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 131,924 $1.72M 0.66% -1,618 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 126,540 $1.65M 0.42% +59,536 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 122,996 $1.61M 0.02% -14,046 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 115,512 $1.51M 0.01% +9,371 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 114,228 $1.49M 0.4% +22,077 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 112,085 $1.46M 0.17% -32,373 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 107,927 $1.41M 1.08% +3,284 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 103,525 $1.35M 0.02% -703 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 102,494 $1.34M <0.01% -8,352 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 101,592 $1.33M <0.01% +8,856 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 95,946 $1.25M 0.43% +8,434 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 90,853 $1.19M <0.01% -4,045 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 84,317 $1.1M <0.01% +3,727 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 80,979 $1.06M <0.01% +2,234 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 79,399 $1.04M 0.3% -3,514 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 79,057 $1.03M 0.16% +18,600 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 74,147 $968K <0.01% +6,092 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 71,922 $939K 0.01% +3,300 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 71,041 $927K 0.35% -25,766 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 63,799 $833K 0.02% +16,605 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 60,226 $786K 0.17% new 13F-HR/A Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 59,929 $782K 0.02% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 55,204 $720K 0.03% -38,574 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 54,148 $707K <0.01% +36,137 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 54,073 $706K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 54,021 $705K <0.01% 0 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 52,641 $687K 0.07% -34,648 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 51,859 $677K <0.01% +40,592 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 51,641 $674K 0.02% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 50,916 $664K <0.01% -2,212 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 46,567 $608K <0.01% new 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. 43,585 $569K <0.01% new 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 43,567 $569K 0.04% -1,030 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 42,354 $553K <0.01% -2,996 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 42,064 $549K 0.21% +13,852 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 41,020 $535K 0.01% new 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 39,776 $519K 0.08% -16,535 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 39,624 $517K <0.01% +9 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 39,340 $513K 0.02% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 36,543 $505K 0.04% +6,661 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 38,189 $498K 0.04% +700 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 37,951 $495K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 37,925 $495K <0.01% +217 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 36,190 $472K <0.01% +4,784 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,897 $455K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,824 $454K <0.01% -777 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 33,625 $439K 0.01% -27,812 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 34,413 $435K 0.04% -1,188 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 32,809 $428K <0.01% +19,832 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 32,385 $423K 0.02% +618 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,251 $421K <0.01% -10,667 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 32,149 $420K 0.01% +20,365 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 29,242 $382K <0.01% +2,473 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 27,912 $364K 0.1% +2,832 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,361 $357K <0.01% -21,779 13F-HR/A Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 26,773 $350K 0.01% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 26,575 $347K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,863 $338K <0.01% -343,060 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 25,098 $328K 0.05% -3,712 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,240 $303K 0.01% -13,070 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,550 $294K <0.01% -2,269 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 21,472 $280K 0.05% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 20,195 $264K 0.02% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 20,046 $262K 0.02% -2,974 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 20,000 $261K 0.1% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 19,807 $258K 0.04% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,161 $244K 0.01% -1,156 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 18,651 $243K 0.04% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 18,517 $242K <0.01% -16,997 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 18,100 $236K 0.02% 0 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 17,923 $234K <0.01% +3,405 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 17,921 $234K 0.09% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 17,726 $231K 0.02% +4,251 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 17,663 $231K <0.01% -11,084 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,298 $226K <0.01% +48 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 17,206 $225K <0.01% -724 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 16,455 $215K 0.02% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,718 $205K 0.01% +5,237 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 15,400 $201K 0.12% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,285 $199K <0.01% -2,496 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 15,171 $198K <0.01% +800 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,817 $193K 0.01% +650 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,787 $193K <0.01% +1,815 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,025 $170K <0.01% -17,914 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,417 $162K 0.01% +15 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,940 $156K <0.01% +1,265 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,757 $153K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,701 $153K 0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,662 $152K <0.01% -2,600 13F-HR Timeline Group Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 11,547 $151K 0.06% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10,687 $146K 0.13% -891 13F-HR/A Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 10,750 $140K 0.21% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,559 $138K 0.01% 0 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 10,144 $132K 0.02% new 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 8,240 $108K 0.05% +240 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 7,400 $97K <0.01% +1,200 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,403 $96.6K <0.01% new 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,370 $83K 0.02% -980 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,010 $78.4K <0.01% +1,700 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,941 $77.5K <0.01% +72 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,000 $65.2K 0.03% -6,043 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,457 $58.2K <0.01% -24,500 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,118 $53.7K <0.01% 0 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 3,926 $51K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,416 $44.6K <0.01% -66 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,398 $44.3K <0.01% -2,890 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,394 $44.3K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,313 $43.2K <0.01% -24,946 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,277 $42.8K 0.01% +76 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,345 $42K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,200 $41.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,091 $40.3K <0.01% -748 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,577 $33.6K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,500 $32.6K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,130 $27.8K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,123 $27.7K 0.02% -71,093 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,050 $26.8K <0.01% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 1,936 $25.3K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,900 $24.8K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,699 $22.2K <0.01% -466 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,462 $19.1K <0.01% 0 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 15,968 $16K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,000 $13.1K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,000 $13.1K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 730 $9.53K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 722 $9.43K <0.01% +382 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 630 $8.22K <0.01% +170 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 548 $7.15K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 520 $6.79K <0.01% +518 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 500 $6.53K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 486 $6K <0.01% -242 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 456 $5.95K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 283 $3.69K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 213 $2.78K <0.01% -662 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 138 $1.8K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 130 $1.7K <0.01% -80 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 100 $1.3K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 91 $1.19K <0.01% -427 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 60 $787 <0.01% +1 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 33 $428 <0.01% +1 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 22 $287 <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 10 $131 <0.01% -1,188 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2 $26 <0.01% new 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $13 <0.01% 0 13F-HR Timeline