SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 6,916,611 $33.3M 0.75% +53,056 13F-HR Timeline Group JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 2,835,435 $13.6M 10.01% 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,202,483 $10.6M 0.85% +362,207 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,637,796 $7.88M 0.04% -395,927 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,147,417 $5.52M <0.01% +36,834 13F-HR/A Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,083,672 $5.21M 1.39% -17,600 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 997,360 $4.8M <0.01% +125,801 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 935,885 $4.5M <0.01% 13F-HR/A Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 525,061 $2.53M 0.53% -3,066 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 398,434 $1.92M <0.01% +7,120 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 228,077 $1.1M <0.01% -12,310 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 171,455 $825K 0.57% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 153,890 $740K <0.01% +10,487 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 148,243 $713K 0.01% -607 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 102,408 $493K <0.01% +14,777 13F-HR/A Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 73,617 $354K 0.01% -5,306 13F-HR Timeline Group Transform Wealth, LLC More: the full row for Transform Wealth, LLC 54,448 $273K 0.02% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 54,268 $261K +8,974 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,448 $257K <0.01% -4,169 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 51,357 $247K <0.01% +26,012 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 49,404 $238K 0.03% -2,446 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 47,473 $228K 0.07% +1,482 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 46,382 $224K 0.02% -191,558 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 45,859 $221K 0.04% 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 45,162 $217K 0.06% -14,134 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 41,952 $202K 0.01% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 39,930 $192K <0.01% +4,167 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 39,377 $189K 0.07% +854 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,054 $178K <0.01% +13,537 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 36,691 $176K 0.13% +429 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 35,330 $170K 0.02% -13,125 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,289 $170K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,020 $164K <0.01% +399 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31,212 $150K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,986 $115K <0.01% -9,826 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,810 $115K <0.01% +28 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 23,000 $111K 0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,651 $104K <0.01% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 18,218 $87.6K <0.01% +67 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,466 $84K <0.01% new 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 17,094 $82.2K 0.01% -50,182 13F-HR Timeline Group MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 16,916 $81.4K 0.06% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,473 $79.2K <0.01% +382 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,219 $78.2K <0.01% +185 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 16,200 $77.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,978 $76.9K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,955 $76.7K <0.01% -737 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,350 $64.2K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,009 $62.6K <0.01% -169 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,000 $60.2K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,200 $53.9K <0.01% +7,655 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,656 $51K <0.01% new 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 10,075 $50.2K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 10,373 $49.9K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,088 $48.5K <0.01% new 13F-HR/A Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,001 $48.1K <0.01% -2,700 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,000 $28.9K <0.01% 0 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,254 $20K <0.01% -93 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 2,000 $9.62K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,923 $9.25K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 965 $4.64K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 500 $2.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 322 $2K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8 $40 <0.01% -8,464 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.