MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,455,778 $23.9M <0.01% +77,915 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 1,127,260 $18.5M 2.63% new 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 979,170 $16M 1.4% -739,148 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 867,536 $14.2M 0.27% -11,817 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 747,903 $12.3M 0.01% -61,435 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 615,485 $10.1M 0.02% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 553,848 $9.08M <0.01% -39,743 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 540,342 $8.86M <0.01% -2,603 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 489,956 $8.03M 0.02% -28,971 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 452,098 $7.41M 0.45% -93,860 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 426,232 $6.99M 0.11% +5,116 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 364,674 $5.98M 1.43% +185,753 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 293,993 $4.82M <0.01% +2,653 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 272,450 $4.46M 0.01% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 203,535 $3.34M <0.01% +2,203 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 178,859 $2.93M <0.01% +16,287 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 170,370 $2.79M 0.74% -1,513 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 164,714 $2.7M 0.08% +2,200 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 138,168 $2.26M 0.7% +24,591 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 123,531 $2.02M <0.01% -109,783 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 115,980 $1.9M <0.01% -8,986 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 113,628 $1.86M 0.22% +3,060 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 106,066 $1.74M <0.01% +84,400 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 97,293 $1.59M 1.56% -9,199 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 95,166 $1.56M 0.33% +52,739 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 90,767 $1.49M 0.03% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 90,072 $1.48M 0.21% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 83,169 $1.36M 0.14% +8,902 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 70,900 $1.16M 0.07% -6,338 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 58,866 $965K 0.01% +1,203 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 54,881 $900K 0.28% +8,586 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 44,942 $737K 2.07% +801 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,864 $604K <0.01% +3,465 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,449 $597K <0.01% +580 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,820 $456K 0.01% -5,346 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 21,227 $348K <0.01% +3,864 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,637 $322K <0.01% -1,678 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,417 $318K <0.01% -5,300 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17,212 $282K 0.06% +9,894 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 15,721 $258K 0.12% +8,000 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,662 $257K <0.01% -289 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 12,609 $207K <0.01% -785 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,256 $201K <0.01% -43 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,844 $194K <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,060 $99.3K 0.03% +120 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,280 $86.5K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,224 $69.2K <0.01% +3,944 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 3,045 $49.9K 0.03% new 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 1,642 $26.9K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,580 $25.9K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 589 $9.65K <0.01% +197 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 97 $8.4K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 403 $6.61K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 328 $5.38K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 304 $4.99K <0.01% -528 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 252 $4.09K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 223 $3.65K <0.01% +86 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 196 $3.21K <0.01% 0 13F-HR Timeline Group