Whale | Report Period | Security Type | Quantity | Status | % Change | % Allocation | $ Value | % Change | $ Valuation Price | Sec Link |
---|
Carroll Financial Associates, Inc. | 12-31-2020 | Cef | 1,175 | Maintained | 0.00 | 0.00 | 18,000.00 | 12.50 | 15.32 | Form 13 |
Sound Income Strategies, Llc | 12-31-2020 | Com | 675 | Maintained | 0.00 | 0.00 | 10,000.00 | 11.11 | 14.81 | Form 13 |
Huntington National Bank | 12-31-2020 | Exchange Traded | 1 | Maintained | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
North Star Investment Management Corp. | 12-31-2020 | Cef | 0 | Decreased | -100.00 | 0.00 | 0.00 | -100.00 | 0.00 | Form 13 |
Legacy Private Trust Co. | 12-31-2020 | Com | 21,675 | Maintained | 0.00 | 0.03 | 333,000.00 | 11.00 | 15.36 | Form 13 |
Cfo4life Group, Llc | 12-31-2020 | Com | 10,774 | Increased | 1.63 | 0.05 | 165,000.00 | 12.24 | 15.31 | Form 13 |
Sonora Investment Management, Llc | 12-31-2020 | Equities | 929 | Maintained | 0.00 | 0.00 | 14,000.00 | 7.69 | 15.07 | Form 13 |
Patriot Financial Group Insurance Agency, Llc | 12-31-2020 | Cef | 180 | New! | 0.00 | 0.00 | 3,000.00 | 0.00 | 16.67 | Form 13 |
First Financial Corp /in/ | 12-31-2020 | Equity Funds | 1,500 | Maintained | 0.00 | 0.02 | 23,000.00 | 9.52 | 15.33 | Form 13 |
Meridian Wealth Management, Llc | 12-31-2020 | Com | 14,022 | Increased | 17.76 | 0.03 | 215,000.00 | 31.10 | 15.33 | Form 13 |
Bartlett & Co. Llc | 12-31-2020 | Etf | 150 | Maintained | 0.00 | 0.00 | 2,000.00 | 0.00 | 13.33 | Form 13 |
Total Clarity Wealth Management, Inc. | 12-31-2020 | Com | 18,665 | Decreased | -7.86 | 0.20 | 287,000.00 | 2.50 | 15.38 | Form 13 |
Kestra Advisory Services, Llc | 12-31-2020 | Com | 34,740 | New! | 0.00 | 0.01 | 532,000,000.00 | 0.00 | 15,313.76 | Form 13 |
Kestra Private Wealth Services, Llc | 12-31-2020 | Com | 10,806 | Increased | 0.67 | 0.01 | 165,000,000.00 | 11.49 | 15,269.29 | Form 13 |
Allred Capital Management, Llc | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Capital Cs Group, Llc | 12-31-2020 | Com | 14,168 | New! | 0.00 | 0.23 | 217,000.00 | 0.00 | 15.32 | Form 13 |
Janney Montgomery Scott Llc | 12-31-2020 | Etf/closed End | 46,925 | Increased | 16.52 | 0.00 | 720,000.00 | 29.26 | 15.34 | Form 13 |
V Wealth Advisors Llc | 12-31-2020 | Com | 12,115 | New! | 0.00 | 0.04 | 186,000.00 | 0.00 | 31.46 | Form 13 |
Wealth Alliance Advisory Group, Llc | 12-31-2020 | Com | 40,302 | Maintained | 0.00 | 0.33 | 619,000.00 | 11.13 | 15.36 | Form 13 |
Centaurus Financial, Inc. | 12-31-2020 | Com | 32,092 | Decreased | -2.05 | 0.05 | 493,000.00 | 8.83 | 15.36 | Form 13 |
Security National Trust Co | 12-31-2020 | Opcom | 675 | Maintained | 0.00 | 0.00 | 10,000.00 | 11.11 | 14.81 | Form 13 |
Community Bank & Trust, Waco, Texas | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Diversified, Llc | 12-31-2020 | Com | 26,325 | New! | 0.00 | 0.31 | 364,000.00 | 0.00 | 13.83 | Form 13 |
Pinnacle Associates Ltd | 12-31-2020 | Com | 11,219 | Maintained | 0.00 | 0.00 | 172,000.00 | 10.97 | 15.33 | Form 13 |
Cwm, Llc | 12-31-2020 | Com | 1,483 | Increased | 1.16 | 0.00 | 23,000.00 | 15.00 | 15.51 | Form 13 |
American Institute For Advanced Investment Management, Llp | 12-31-2020 | Com | 86,044 | Increased | 2.33 | 1.06 | 1,321,000.00 | 13.59 | 15.35 | Form 13 |
Birchcreek Wealth Management, Llc | 12-31-2020 | Com | 22,374 | New! | 0.00 | 0.34 | 343,000.00 | 0.00 | 15.33 | Form 13 |
Whittier Trust Co | 12-31-2020 | Us Large-cap Equities | 1,245 | Maintained | 0.00 | 0.00 | 19,000.00 | 11.76 | 15.26 | Form 13 |
Creative Planning | 12-31-2020 | Com | 31,183 | Decreased | -2.54 | 0.00 | 479,000.00 | 8.37 | 15.36 | Form 13 |
Stratos Wealth Partners, Ltd. | 12-31-2020 | Com | 79,156 | Decreased | -1.64 | 0.04 | 1,215,000.00 | 9.16 | 15.35 | Form 13 |
Castle Rock Wealth Management, Llc | 12-31-2020 | Com | 49,274 | Increased | 12.81 | 0.31 | 745,000.00 | 20.55 | 15.12 | Form 13 |
Joseph P. Lucia & Associates, Llc | 12-31-2020 | Com | 750 | Maintained | 0.00 | 0.01 | 12,000.00 | 0.00 | 16.00 | Form 13 |
Key Financial Inc | 12-31-2020 | Com | 333 | New! | 0.00 | 0.00 | 5,000.00 | 0.00 | 15.02 | Form 13 |
Glenview State Bank Trust Dept. | 12-31-2020 | Common Stock | 14,777 | Maintained | 0.00 | 0.08 | 227,000.00 | 11.27 | 15.36 | Form 13 |
Harvest Group Wealth Management, Llc | 12-31-2020 | Cef | 2,002 | Maintained | 0.00 | 0.02 | 31,000.00 | 10.71 | 15.48 | Form 13 |
Rfg Advisory, Llc | 12-31-2020 | Com | 468,954 | Decreased | -23.40 | 0.94 | 7,166,000.00 | -15.37 | 15.28 | Form 13 |
Parallel Advisors, Llc | 12-31-2020 | Cef | 1,413 | Increased | 766.87 | 0.00 | 22,000.00 | 1,000.00 | 15.57 | Form 13 |
Ahrens Investment Partners Llc | 12-31-2020 | Com | 17,100 | Decreased | -30.49 | 0.14 | 262,000.00 | -22.94 | 15.32 | Form 13 |
Country Trust Bank | 12-31-2020 | Common Stock | 297 | New! | 0.00 | 0.00 | 5,000.00 | 0.00 | 16.84 | Form 13 |
Obermeyer Wood Investment Counsel, Lllp | 12-31-2020 | Com | 34,622 | Increased | 40.57 | 0.04 | 531,000.00 | 55.72 | 15.34 | Form 13 |
Sandy Spring Bank | 12-31-2020 | Com | 2,600 | Maintained | 0.00 | 0.00 | 40,000.00 | 11.11 | 15.38 | Form 13 |
Kistler-tiffany Companies, Llc | 12-31-2020 | Com | 39,074 | Increased | 1.91 | 0.17 | 600,000.00 | 13.21 | 15.36 | Form 13 |
Focused Wealth Management, Inc | 12-31-2020 | Com | 31,749 | Decreased | -10.90 | 0.09 | 487,000.00 | -1.22 | 15.34 | Form 13 |
Winslow, Evans & Crocker, Inc. | 12-31-2020 | Com | 3,295 | Increased | 10.94 | 0.01 | 51,000.00 | 24.39 | 15.48 | Form 13 |
Dynamic Advisor Solutions Llc | 12-31-2020 | Com | 14,607 | Decreased | -6.20 | 0.02 | 224,000.00 | 4.19 | 15.34 | Form 13 |
Kesler, Norman & Wride, Llc | 12-31-2020 | Com | 10,730 | New! | 0.00 | 0.05 | 165,000.00 | 0.00 | 15.38 | Form 13 |
Advisornet Financial, Inc | 12-31-2020 | Cef | 10,781 | Maintained | 0.00 | 0.01 | 165,000.00 | 10.74 | 15.30 | Form 13 |
Cambridge Investment Research Advisors, Inc. | 12-31-2020 | Com | 200,625 | Increased | 15.31 | 9.99 | 3,080,000.00 | 28.01 | 15.35 | Form 13 |
National Asset Management, Inc. | 12-31-2020 | Com | 13,470 | Increased | 1.44 | 0.01 | 207,000.00 | 12.50 | 15.37 | Form 13 |
Glassman Wealth Services | 12-31-2020 | Com | 4,243 | New! | 0.00 | 0.02 | 65,000.00 | 0.00 | 15.32 | Form 13 |
Trustcore Financial Services, Llc | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Laurel Wealth Advisors Llc | 12-31-2020 | Com | 900 | Maintained | 0.00 | 0.00 | 14,000.00 | 0.00 | 15.56 | Form 13 |
Outlook Wealth Advisors, Llc | 12-31-2020 | Common Stock | 108,381 | Increased | 26.93 | 0.61 | 1,664,000.00 | 40.90 | 15.35 | Form 13 |
Steel Peak Wealth Management Llc | 12-31-2020 | Com | 21,675 | Decreased | -8.44 | 0.03 | 333,000.00 | -0.30 | 15.36 | Form 13 |
Us Bancorp \de\ | 12-31-2020 | Other | 3,954 | Maintained | 0.00 | 0.00 | 61,000.00 | 10.91 | 15.43 | Form 13 |
Essex Financial Services, Inc. | 12-31-2020 | Sh Ben Int | 19,855 | Maintained | 0.00 | 0.06 | 305,000.00 | 10.91 | 15.36 | Form 13 |
United Asset Strategies, Inc. | 12-31-2020 | Com | 77,842 | Decreased | -4.55 | 0.19 | 1,195,000.00 | 5.94 | 15.35 | Form 13 |
Next Financial Group, Inc | 12-31-2020 | Com | 1,750 | Decreased | -7.89 | 0.00 | 27,000.00 | 3.85 | 15.43 | Form 13 |
Naples Global Advisors, Llc | 12-31-2020 | Com | 236,238 | Increased | 1.09 | 0.61 | 3,626,000.00 | 12.19 | 15.35 | Form 13 |
River & Mercantile Llc | 12-31-2020 | Etf | 14,030 | Maintained | 0.00 | 0.10 | 215,000.00 | 10.82 | 15.32 | Form 13 |
Jacobi Capital Management Llc | 12-31-2020 | Com | 20,240 | Decreased | -14.79 | 0.05 | 311,000.00 | -5.18 | 15.37 | Form 13 |
Fmr Llc | 12-31-2020 | Com | 2 | Maintained | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Advisory Services Network, Llc | 12-31-2020 | Cef | 1,000 | Decreased | -17.70 | 0.00 | 15,000.00 | -11.76 | 15.00 | Form 13 |
Seacrest Wealth Management, Llc | 12-31-2020 | Com | 13,932 | Increased | 5.05 | 0.03 | 214,000.00 | 16.94 | 15.36 | Form 13 |
Nan Shan Life Insurance Co., Ltd. | 12-31-2020 | Com | 70,674 | Maintained | 0.00 | 0.02 | 1,085,000.00 | 16.92 | 15.35 | Form 13 |
Princeton Global Asset Management Llc | 12-31-2020 | Cef | 3,301 | Maintained | 0.00 | 0.02 | 51,000.00 | 10.87 | 15.45 | Form 13 |
Arkadios Wealth Advisors | 12-31-2020 | Cef | 63,013 | Maintained | 0.00 | 0.20 | 967,000.00 | 0.00 | 15.35 | Form 13 |
Wells Fargo & Company/mn | 12-31-2020 | Com | 338,052 | Increased | 9.89 | 0.00 | 5,189,000.00 | 21.98 | 46.42 | Form 13 |
D.a. Davidson & Co. | 12-31-2020 | Com | 14,946 | Increased | 0.30 | 0.00 | 229,000.00 | 11.17 | 15.32 | Form 13 |
Hightower Advisors, Llc | 12-31-2020 | Com | 26,410 | Decreased | -1.04 | 0.00 | 406,000.00 | 9.73 | 15.37 | Form 13 |
Mirae Asset Global Investments Co., Ltd. | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Anfield Capital Management, Llc | 12-31-2020 | Com | 215,391 | Decreased | -10.62 | 1.41 | 3,306,000.00 | -0.81 | 15.35 | Form 13 |
Biltmore Capital Advisors Llc | 12-31-2020 | Cef | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Advisor Group Holdings, Inc. | 12-31-2020 | Com | 541,091 | Increased | 27.36 | 0.02 | 8,306,000.00 | 41.31 | 122.84 | Form 13 |
Keystone Financial Group | 12-31-2020 | Mf Closed And Mf Open | 18,685 | Increased | 3.28 | 0.06 | 287,000.00 | 12.55 | 15.36 | Form 13 |
Franklin Resources Inc | 12-31-2020 | Com | 316,267 | Increased | 0.62 | 0.00 | 4,855,000.00 | 11.69 | 15.35 | Form 13 |
Bank Of America Corp /de/ | 12-31-2020 | Com | 1,104,571 | Decreased | -5.24 | 0.00 | 16,955,000.00 | 3.02 | 30.65 | Form 13 |
Mid Atlantic Financial Management Inc/adv | 12-31-2020 | Com | 13,891 | Decreased | -9.94 | 0.02 | 213,000.00 | -3.18 | 15.33 | Form 13 |
Wetherby Asset Management Inc | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Wetherby Asset Management Inc | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Rmb Capital Management, Llc | 12-31-2020 | Com | 72,442 | Decreased | -4.59 | 0.04 | 1,112,000.00 | 5.90 | 15.35 | Form 13 |
O'shaughnessy Asset Management, Llc | 12-31-2020 | Common | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Ubs Group Ag | 12-31-2020 | Com | 567,749 | Decreased | -2.77 | 0.00 | 8,715,000.00 | 7.91 | 30.79 | Form 13 |
Lakeview Capital Partners, Llc | 12-31-2020 | Com | 11,266 | Decreased | -5.45 | 0.08 | 173,000.00 | 4.85 | 15.36 | Form 13 |
Mutual Advisors, Llc | 12-31-2020 | Com | 150,531 | Increased | 2.27 | 0.17 | 2,311,000.00 | 11.21 | 15.35 | Form 13 |
Valeo Financial Advisors, Llc | 12-31-2020 | Cef | 3,585 | Maintained | 0.00 | 0.00 | 55,000.00 | 10.00 | 15.34 | Form 13 |
Steward Partners Investment Advisory, Llc | 12-31-2020 | Closed End Funds - Taxable | 10,740 | Increased | 8.81 | 0.00 | 165,000.00 | 20.44 | 15.36 | Form 13 |
Cresset Asset Management, Llc | 12-31-2020 | Com | 50,956 | New! | 0.00 | 0.01 | 782,000.00 | 0.00 | 15.35 | Form 13 |
Bellevue Asset Management, Llc | 12-31-2020 | Com | 333 | Maintained | 0.00 | 0.00 | 5,000.00 | 0.00 | 15.02 | Form 13 |
Barclays Plc | 12-31-2020 | Fund | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Commonwealth Equity Services, Llc | 12-31-2020 | Com | 189,535 | Increased | 0.31 | 0.01 | 2,909,000.00 | 11.33 | 15.35 | Form 13 |
Oppenheimer & Co Inc | 12-31-2020 | Com | 159,409 | Decreased | -6.18 | 0.05 | 2,447,000.00 | 2.00 | 15.35 | Form 13 |
Citigroup Inc | 12-31-2020 | Com | 48,686 | Increased | 146.26 | 0.00 | 747,000.00 | 173.63 | 15.34 | Form 13 |
Tompkins Financial Corp | 12-31-2020 | Equities/exchange Traded Funds | 300 | Maintained | 0.00 | 0.00 | 5,000.00 | 0.00 | 16.67 | Form 13 |
Enterprise Financial Services Corp | 12-31-2020 | Other | 6,943 | Decreased | -56.62 | 0.02 | 107,000.00 | -51.58 | 15.41 | Form 13 |
Eaton Vance Management | 12-31-2020 | Mutual Fund | 19,605 | Maintained | 0.00 | 0.00 | 301,000.00 | 11.07 | 15.35 | Form 13 |
Raymond James & Associates | 12-31-2020 | Com | 142,886 | Decreased | -3.02 | 0.00 | 2,193,000.00 | 7.61 | 15.35 | Form 13 |
Northwestern Mutual Wealth Management Co | 12-31-2020 | Com | 49,397 | Decreased | -7.27 | 0.00 | 758,000.00 | 2.85 | 15.35 | Form 13 |
Advisors Asset Management, Inc. | 12-31-2020 | Com | 37,120 | Decreased | -0.07 | 0.01 | 570,000.00 | 10.89 | 15.36 | Form 13 |
Weiss Asset Management Lp | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Hbk Sorce Advisory Llc | 12-31-2020 | Com | 52,937 | Increased | 6.64 | 0.05 | 813,000.00 | 18.34 | 15.36 | Form 13 |
J.w. Cole Advisors, Inc. | 12-31-2020 | Com | 20,437 | Decreased | -69.95 | 0.03 | 314,000.00 | -66.63 | 15.36 | Form 13 |
Raymond James Financial Services Advisors, Inc. | 12-31-2020 | Com | 308,616 | Decreased | -8.09 | 0.01 | 4,737,000.00 | 2.00 | 15.35 | Form 13 |
Highlander Capital Management, Llc | 12-31-2020 | Equities | 934 | Increased | 2.30 | 0.01 | 14,000.00 | 7.69 | 14.99 | Form 13 |
Prospera Financial Services Inc | 12-31-2020 | Com | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Strategic Wealth Advisors Group, Llc | 12-31-2020 | Com | 299,344 | Increased | 0.29 | 0.25 | 4,595,000.00 | 11.31 | 15.35 | Form 13 |
Wealthcare Advisory Partners Llc | 12-31-2020 | Common | 24,118 | Increased | 129.30 | 0.03 | 370,000.00 | 155.17 | 15.34 | Form 13 |
Keeley-teton Advisors, Llc | 12-31-2020 | Com | 29,406 | Increased | 4.10 | 0.06 | 451,000.00 | 13.03 | 15.34 | Form 13 |
Legacy Wealth Partners, Inc. | 12-31-2020 | Com | 28,299 | Decreased | -0.37 | 0.27 | 434,000.00 | 10.43 | 15.34 | Form 13 |
Rockefeller Capital Management L.p. | 12-31-2020 | Com | 20,294 | Increased | 2.31 | 0.00 | 311,000.00 | 11.07 | 15.32 | Form 13 |
Cary Street Partner Investment Advisory Llc | 12-31-2020 | Preferred | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Texas Capital Bank Wealth Management Services Inc | 12-31-2020 | Com | 66,352 | Decreased | -7.95 | 0.15 | 1,019,000.00 | 2.21 | 15.36 | Form 13 |
Charter Oak Capital Management, Llc | 12-31-2020 | Com | 2,456 | New! | 0.00 | 0.01 | 38,000.00 | 0.00 | 15.47 | Form 13 |
Altus Wealth Group Llc | 12-31-2020 | Com | 2,875 | New! | 0.00 | 0.04 | 44,000.00 | 0.00 | 15.30 | Form 13 |
M&t Bank Corp | 12-31-2020 | Com | 14,229 | Maintained | 0.00 | 0.00 | 218,000.00 | 10.66 | 30.38 | Form 13 |
Mml Investors Services, Llc | 12-31-2020 | Com | 216,990 | Decreased | -15.35 | 0.04 | 3,331,000.00 | -7.96 | 15.35 | Form 13 |
Stifel Financial Corp | 12-31-2020 | Com | 71,322 | Decreased | -7.51 | 0.00 | 1,095,000.00 | 2.62 | 15.35 | Form 13 |
Ameriprise Financial Inc | 12-31-2020 | Com | 563,771 | Increased | 8.96 | 0.00 | 8,635,000.00 | 18.19 | 30.65 | Form 13 |
Montag A & Associates Inc | 12-31-2020 | Com | 5,900 | New! | 0.00 | 0.01 | 91,000.00 | 0.00 | 15.42 | Form 13 |
Mercer Global Advisors Inc /adv | 12-31-2020 | Com | 67,155 | Maintained | 0.00 | 0.01 | 1,031,000.00 | 10.98 | 15.35 | Form 13 |
Goldman Sachs Group Inc | 12-31-2020 | Cmn | 29,430 | Decreased | -26.39 | 0.00 | 452,000.00 | -20.00 | 15.36 | Form 13 |
Royal Bank Of Canada | 12-31-2020 | Com | 531,026 | Increased | 0.84 | 0.00 | 8,151,000.00 | 11.92 | 46.03 | Form 13 |
Colony Group Llc | 12-31-2020 | Closed-end Etf | 19,642 | Maintained | 0.00 | 0.01 | 302,000.00 | 11.03 | 15.38 | Form 13 |
Wedbush Securities Inc | 12-31-2020 | Com | 34,134 | Increased | 9.64 | 0.05 | 524,000.00 | 21.58 | 15.35 | Form 13 |
Hilltop Holdings Inc. | 12-31-2020 | Com | 154,720 | Increased | 199.86 | 0.33 | 2,375,000.00 | 232.63 | 15.35 | Form 13 |
Guggenheim Capital Llc | 12-31-2020 | Com | 571,867 | Decreased | -14.24 | 0.05 | 8,779,000.00 | -4.79 | 31.00 | Form 13 |
Benjamin F. Edwards & Company, Inc. | 12-31-2020 | Com | 200 | Maintained | 0.00 | 0.00 | 3,000.00 | 0.00 | 15.00 | Form 13 |
55i, Llc | 12-31-2020 | Com | 12,137 | New! | 0.00 | 0.01 | 186,000.00 | 0.00 | 15.33 | Form 13 |
Principle Wealth Partners Llc | 12-31-2020 | Cef | 12,800 | Decreased | -41.28 | 0.03 | 196,000.00 | -34.88 | 15.31 | Form 13 |
Tradition Wealth Management, Llc | 12-31-2020 | Closed End Mutl Fund | 2,220 | New! | 0.00 | 0.01 | 34,000.00 | 0.00 | 15.32 | Form 13 |
Corefirst Bank & Trust | 12-31-2020 | Com | 937 | New! | 0.00 | 0.01 | 14,000.00 | 0.00 | 14.94 | Form 13 |
Fifth Third Bancorp | 12-31-2020 | Com | 5,740 | Maintained | 0.00 | 0.00 | 88,000.00 | 11.39 | 15.33 | Form 13 |
First Manhattan Co | 12-31-2020 | Com | 15,088 | Increased | 2.38 | 0.00 | 231,000.00 | 13.79 | 15.31 | Form 13 |
Morgan Stanley | 12-31-2020 | Com | 942,405 | Increased | 13.14 | 0.00 | 14,466,000.00 | 22.99 | 15.35 | Form 13 |
Invesco Ltd. | 12-31-2020 | Com | 613,331 | Decreased | -1.15 | 0.00 | 9,414,000.00 | 7.45 | 30.68 | Form 13 |
United Capital Financial Advisers, Llc | 12-31-2020 | Closed End Funds | 0 | Liquidated! | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | Form 13 |
Cetera Advisor Networks Llc | 12-31-2020 | Com | 25,236 | Increased | 26.92 | 0.01 | 387,000.00 | 37.72 | 15.34 | Form 13 |
Cetera Investment Advisers | 12-31-2020 | Com | 13,090 | New! | 0.00 | 0.00 | 201,000.00 | 0.00 | 15.36 | Form 13 |
Truist Financial Corp | 12-31-2020 | Com | 39,684 | New! | 0.00 | 0.00 | 609,000.00 | 0.00 | 45.97 | Form 13 |
Retirement Group, Llc | 12-31-2020 | Com | 37,572 | New! | 0.00 | 0.26 | 576,000.00 | 0.00 | 15.33 | Form 13 |
Principal Financial Group Inc | 12-31-2020 | Com | 25,329 | Maintained | 0.00 | 0.00 | 389,000.00 | 0.00 | 15.36 | Form 13 |