UPDIKE LAWRENCE A (PDI) [Rocket]

Ownership

UPDIKE LAWRENCE A (PDI)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
MORGAN STANLEY	10,883,862	1,165,670	204,072,438,000	0.02		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	1,921,116	-260,150	36,020,930,000	0.00		Hist	06/30/2023
RIVERNORTH CAPITAL MANAGEMENT, LLC	1,719,995	515,190	32,249,906,000	1.61		Hist	06/30/2023
UBS Group AG	1,382,214	-119,741	25,916,513,000	0.01		Hist	06/30/2023
ROYAL BANK OF CANADA	1,349,299	-372,729	25,300,000,000	0.01		Hist	06/30/2023
LPL Financial LLC	1,314,705	103,131	23,690,975,000	0.02		Hist	03/31/2023
ADVISOR GROUP HOLDINGS, INC.	1,149,200	225,945	21,549,725,000			Hist	06/30/2023
Atria Wealth Solutions, Inc.	931,594	562,343	17,512,499,000	0.24		Hist	06/30/2023
HOWLAND CAPITAL MANAGEMENT LLC	716,009	-297,276	13,434,806,000	0.83		Hist	12/31/2022
Cornerstone Advisory, LLC	699,359	125,041	12,602,442,000	2.27		Hist	03/31/2023
ALLIANCEBERNSTEIN L.P.	528,923	45,891	9,917,306,000	0.00		Hist	06/30/2023
Orion Portfolio Solutions, LLC	460,373	249,759	8,631,985,000			Hist	06/30/2023
Wagner Wealth Management, LLC	440,331	83,641	8,256,197,000	3.15		Hist	06/30/2023
Private Advisor Group, LLC	355,463	36,874	6,405,444,000	0.06		Hist	03/31/2023
WELLS FARGO & COMPANY/MN	331,404	-7,031	6,213,814,000	0.00		Hist	06/30/2023
Raymond James Financial Services Advisors, Inc.	333,873	-17,539	6,169,925,000	0.01		Hist	12/31/2022
CAPTRUST FINANCIAL ADVISORS	338,543	138,461	6,100,550,000	0.03		Hist	03/31/2023
AE Wealth Management LLC	292,832	191,993	5,490,608,000	0.03		Hist	06/30/2023
SOL Capital Management CO	277,840	231,490	5,134,483,000	0.91		Hist	12/31/2022
BDO Wealth Advisors, LLC	275,115	8,989	4,957,567,000	0.61		Hist	03/31/2023
RAYMOND JAMES & ASSOCIATES	266,790	-233	4,930,345,000	0.00		Hist	12/31/2022
ENVESTNET ASSET MANAGEMENT INC	219,038	59,589	4,106,970,000	0.00		Hist	06/30/2023
GILL CAPITAL PARTNERS, LLC	207,989	-8,225	3,899,794,000	1.64		Hist	06/30/2023
Brinker Capital Investments, LLC	208,657	2,268	3,855,978,000	0.08		Hist	12/31/2022
Arcus Capital Partners, LLC	193,600	193,600	3,488,672,000	1.19		Hist	03/31/2023
GUGGENHEIM CAPITAL LLC	182,808	26,888	3,427,650,000	0.03		Hist	06/30/2023
MEANS INVESTMENT CO., INC.	185,338	14,532	3,339,791,000	0.59		Hist	03/31/2023
MorganRosel Wealth Management, LLC	175,560	27,060	3,291,747,000	1.34		Hist	06/30/2023
Cetera Advisors LLC	167,180	7,908	3,012,575,000	0.05		Hist	03/31/2023
EVERGREEN CAPITAL MANAGEMENT LLC	158,514	-1,495	3,006,311,000	0.13		Hist	06/30/2023
FIRST FOUNDATION ADVISORS	151,249	23	2,835,921,000	0.12		Hist	06/30/2023
Sigma Planning Corp	143,387	-8,043	2,649,803,000	0.09		Hist	12/31/2022
U.S. Capital Wealth Advisors, LLC	140,335	-11,447	2,631,281,000	0.12		Hist	06/30/2023
B. Riley Wealth Advisors, Inc.	131,034	-12,231	2,484,474,000	0.06		Hist	06/30/2023
AVANTAX ADVISORY SERVICES, INC.	130,657	87,940	2,449,812,000	0.03		Hist	06/30/2023
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