1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,718,318 $27.5M 1.98% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,377,863 $22.1M <0.01% -13,032 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 879,353 $14.1M 0.29% +69,084 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 809,338 $13M 0.01% +528 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 $9.86M 0.02% +1,099 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 593,591 $9.51M <0.01% +2,419 13F-HR/A Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 545,958 $8.75M 0.64% +25,000 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 542,945 $8.7M <0.01% -3,546 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 518,927 $8.31M 0.03% -306,717 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 421,116 $6.75M 0.11% +335 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 291,340 $4.67M <0.01% -3,941 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 272,450 $4.37M 0.01% +10,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 233,314 $3.74M <0.01% +23,214 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 201,332 $3.23M <0.01% +39,798 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 178,921 $2.87M 0.65% +153,644 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 171,883 $2.75M 0.86% +4,406 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 162,572 $2.6M <0.01% -228,432 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 162,514 $2.6M 0.06% +10,922 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 124,966 $2M <0.01% +6,514 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 113,577 $1.82M 0.62% -216,376 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 110,568 $1.77M 0.24% +8,457 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 106,492 $1.71M 1.74% -6,910 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 90,767 $1.45M 0.03% -80,683 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 90,072 $1.44M 0.23% +3,866 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 77,238 $1.24M 0.07% +194 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 74,267 $1.19M 0.14% +2,577 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 57,663 $924K 0.01% +526 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 46,295 $742K 0.26% -125,596 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 44,141 $707K 2.21% +784 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 42,427 $680K 0.19% +6,774 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 35,869 $575K <0.01% -588 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,399 $535K <0.01% +6,250 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 33,166 $531K 0.01% -10,500 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,614 $426K <0.01% +10,063 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 25,367 $406K 0.25% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,717 $396K <0.01% +100 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 23,000 $368K 0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,666 $347K <0.01% -2,376 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,315 $341K <0.01% +1,389 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,363 $278K <0.01% -28,579 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,248 $276K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,951 $256K <0.01% new 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 13,394 $215K <0.01% +1,169 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,299 $197K <0.01% -645 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,223 $148K <0.01% -9,889 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7,721 $124K 0.06% -3,600 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7,318 $117K 0.03% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,940 $95.2K 0.03% +116 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 832 $13.3K <0.01% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 97 $8.35K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 392 $6.28K <0.01% -196 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 328 $5.25K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 280 $4.49K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 252 $4K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 196 $3.14K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 137 $2.19K <0.01% -50 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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