Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 793,031 $10M 0.02% -55,103 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 620,778 $7.86M <0.01% -71,198 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 605,495 $7.67M 0.26% +584,418 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 583,430 $7.39M <0.01% +325,924 13F-HR/A Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 443,415 $5.61M 2.35% +274,038 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 388,454 $4.92M <0.01% -29,507 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 346,620 $4.39M 0.02% -48,758 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 337,482 $4.27M <0.01% +43,452 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 319,486 $4.04M 1.37% +18,973 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 314,990 $3.99M 1.21% +47,684 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 263,585 $3.34M 0.1% -8,500 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 263,515 $3.34M <0.01% -304,336 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 209,211 $2.65M 0.05% +95,245 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 207,219 $2.62M <0.01% +27,732 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 175,246 $2.22M 0.03% -18,836 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 159,865 $2.02M 0.23% +13,582 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 122,653 $1.55M 0.92% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 86,943 $1.1M 0.03% -1,745 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 75,434 $955K <0.01% +55,534 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 67,255 $851K 0.21% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 66,269 $839K 0.12% +35,522 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 55,556 $703K 0.02% -11,037 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 49,190 $623K 0.28% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,625 $552K <0.01% -2,949 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,429 $537K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 41,452 $525K <0.01% +6,891 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 39,700 $503K 0.25% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 34,000 $430K 0.15% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 31,496 $401K 0.01% +2,954 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,000 $380K 0.01% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 28,566 $362K 0.14% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 27,219 $345K 0.02% +15,541 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,950 $291K <0.01% -22,545 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,764 $288K <0.01% +2,841 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 22,216 $281K 0.01% -9,787 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 19,923 $252K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 19,184 $243K <0.01% +7,971 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,063 $229K <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,632 $223K <0.01% -2,000 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 17,210 $218K 0.2% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,146 $204K <0.01% -14,720 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 14,106 $179K <0.01% +3,000 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,901 $176K <0.01% +15 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,460 $170K <0.01% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 13,000 $165K 0.01% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 12,063 $153K 0.01% new 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,000 $152K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,719 $148K 0.01% -3,218 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,487 $145K <0.01% -4,150 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,350 $131K <0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,000 $127K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,000 $76K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,250 $53.8K <0.01% new 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,063 $51.4K <0.01% 0 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/ 1,000 $12.7K <0.01% +168 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 886 $11.2K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 879 $11.1K <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 860 $10.9K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 818 $10.4K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 700 $8.86K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 356 $4.51K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 97 $1.23K <0.01% new 13F-HR Timeline