MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,358,639 $151M 0.01% +360,669 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,633,953 $134M 0.01% -124,457 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,126,083 $122M 0.02% +397,788 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 4,161,539 $98.7M 0.06% +2,041,061 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 4,000,000 $94.8M 0.36% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,295,115 $78.1M 0.13% +693,000 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,206,530 $76M 0.25% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,178,121 $75.4M -412,131 Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,602,594 $61.7M 1.12% +83,114 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,276,137 $54M 0.07% -249,563 13F-HR/A Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 2,216,715 $52.6M 0.31% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,993,884 $47.3M 0.01% -42,990 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,820,327 $43.2M 1.94% +99,908 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,501,005 $37M <0.01% +82,388 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,501,081 $35.6M 0.01% +79,549 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,288,752 $30.6M 0.02% -71,965 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,172,912 $28.7M 0.1% +221,639 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,197,277 $28.4M 9.7% +8,863 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,113,228 $26.4M 0.03% +156,106 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,068,949 $25.3M <0.01% +921,220 13F-HR Timeline Group Lunate Capital Ltd in group Lunate Capital Ltd More: the full row for Lunate Capital Ltd 1,000,818 $23.7M 12.11% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 998,706 $23.7M 0.02% +271,609 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 901,348 $21.4M 0.01% +4,800 13F-HR Timeline Group ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 895,687 $21.2M 0.93% +90,000 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 772,156 $18.3M 0.94% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 750,000 $17.8M 0.22% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 745,196 $17.7M <0.01% -15,805 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 718,144 $17M 1.46% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 714,515 $16.9M 0.01% +87,302 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 699,954 $16.6M 0.01% +219,144 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 686,872 $16.3M <0.01% +58,158 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 656,405 $15.6M <0.01% -26,490 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 622,195 $14.8M 0.02% +147,474 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 588,115 $13.9M <0.01% +18,735 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 579,652 $13.7M 0.16% -86,664 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 570,796 $13.5M 0.03% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 567,298 $13.5M <0.01% -274,769 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 512,138 $12.1M <0.01% -96,995 13F-HR Timeline Group Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 500,000 $11.8M 0.17% -100,000 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 472,521 $11.2M 0.05% +140,600 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 460,164 $10.9M <0.01% +144,663 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 458,475 $10.9M 0.01% +119,053 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 410,881 $9.74M 0.87% +6,144 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 389,924 $9.25M 1.94% new 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 381,581 $9.05M 9.45% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 372,288 $8.83M 0.86% +124,240 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 362,376 $8.59M 2.99% +242,294 13F-HR Timeline GCM Grosvenor Holdings, LLC in group GCM Grosvenor Holdings, LLC More: the full row for GCM Grosvenor Holdings, LLC 350,000 $8.3M 0.36% new 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 333,182 $8.15M <0.01% +50,442 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 277,925 $6.59M 0.78% -1,510 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 275,514 $6.53M 0.12% +191,389 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 273,166 $6.48M 0.01% +8,867 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 251,447 $6.13M 0.02% +148,666 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 244,893 $5.82M 0.01% +27,302 13F-HR Timeline Group Prota Financial, LLC More: the full row for Prota Financial, LLC 240,592 $5.74M 3.78% +11,719 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 241,978 $5.74M 0.03% +100,150 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 236,287 $5.6M 3.78% -21,042 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 234,390 $5.56M 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 231,526 $5.49M 0.33% -1,335 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 225,000 $5.4M 0.03% -75,000 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 215,080 $5.1M 0.08% +25,120 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 212,500 $5.04M 1.27% -52,440 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 198,067 $4.85M 1.09% +16,847 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 203,563 $4.83M 0.02% -35,049 13F-HR Timeline Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 198,141 $4.7M 0.1% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 191,023 $4.53M 0.46% -13,126 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 187,226 $4.44M 0.28% -62,408 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 175,465 $4.16M 0.78% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 174,944 $4.15M <0.01% +43,625 13F-HR Timeline Group Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 169,800 $4.03M 0.26% +132,300 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 165,640 $3.93M <0.01% +9,575 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 160,290 $3.92M 0.36% +23,882 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 165,969 $3.86M 0.02% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 157,735 $3.74M 0.08% +3,685 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 155,912 $3.7M 0.01% +6,172 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 147,236 $3.6M 0.07% +39,351 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 146,606 $3.48M 0.05% +2,559 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 146,335 $3.47M 0.25% -45,365 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 145,992 $3.46M 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 143,326 $3.4M 0.05% +6,057 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 142,236 $3.37M 0.03% +38,351 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 141,347 $3.35M <0.01% -8,102 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 139,082 $3.3M 0.22% +5 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 139,043 $3.3M 0.04% +84,876 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 137,152 $3.25M 0.56% +24,291 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 136,788 $3.15M +71,208 Timeline Parkwood LLC More: the full row for Parkwood LLC 127,638 $3.03M 0.22% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 127,608 $3.03M 0.17% +115,618 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 126,726 $3M 0.02% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 121,437 $2.88M 1.94% +38,570 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 116,743 $2.77M 0.23% -11,941 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 115,773 $2.74M 0.24% +81,503 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 115,488 $2.74M 0.12% -16,829 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 107,151 $2.62M 0.03% +47,227 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 106,862 $2.59M 0.01% +78,342 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 109,385 $2.59M 0.01% +1,944 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 105,300 $2.58M 0.54% +84,300 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 107,984 $2.56M 0.01% +14,170 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 108,433 $2.51M 0.17% -3,420 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 105,595 $2.5M 0.07% +5,726 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $2.49M 0.59% 0 13F-HR Timeline Amount filed as zero, left out of ratios. INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 104,482 $2.48M 0.05% +9,467 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 103,935 $2.46M 0.04% 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 102,419 $2.43M 2.44% +8,633 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 101,265 $2.4M <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 100,486 $2.38M 0.64% +34,850 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 100,295 $2.38M 0.36% -360 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 94,457 $2.24M <0.01% -149,292 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 90,148 $2.21M 0.53% -767 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 93,016 $2.21M 1.73% +2,210 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 87,586 $2.08M <0.01% -21,030 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 87,262 $2.07M 0.03% -6,326 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Embree Financial Group More: the full row for Embree Financial Group 86,667 $2.05M 0.21% +4,493 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 86,011 $2.04M 0.02% -41,045 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 85,237 $2.02M 0.62% -1,725 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 82,910 $1.97M <0.01% +36,953 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 81,390 $1.93M <0.01% -364 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 81,058 $1.92M 2.57% +2,292 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 79,982 $1.9M 0.82% +1,775 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 79,966 $1.9M 0.01% +36,084 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 76,098 $1.8M 0.05% +14,802 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 76,036 $1.8M 0.11% -2,027 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 72,725 $1.72M 0.26% +5,404 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 71,224 $1.69M <0.01% -2,587 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 69,021 $1.64M 0.09% +40,342 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 68,360 $1.62M 0.11% +3,691 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 66,082 $1.57M <0.01% -957 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 65,765 $1.56M 0.05% +13,574 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 71,550 $1.53M 0.24% 0 13F-HR/A Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 64,350 $1.53M <0.01% +21,900 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 61,710 $1.46M 0.11% +728 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 61,581 $1.46M 0.28% -59,808 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 60,893 $1.44M 0.67% +35,893 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 59,758 $1.42M 0.11% -1,795 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 59,574 $1.41M 0.02% +34,226 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 59,382 $1.41M <0.01% +39,741 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 58,939 $1.4M 0.02% 0 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 58,920 $1.4M 0.23% +28,950 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 58,103 $1.38M 0.06% -1,865 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 56,775 $1.35M 0.4% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 56,557 $1.34M 0.05% +40,347 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 56,186 $1.33M 0.18% +1,213 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 54,621 $1.3M 0.04% -16,206 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 54,344 $1.29M 0.14% +13,574 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 54,091 $1.28M 0.06% +4,638 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,278 $1.27M 0.01% -1,445 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 52,943 $1.26M 0.06% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 51,675 $1.23M 0.02% +15,405 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 51,250 $1.22M <0.01% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 50,297 $1.19M 0.02% +25,647 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 50,169 $1.19M 0.13% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49,142 $1.17M <0.01% +13,735 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 47,449 $1.13M <0.01% +455 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 46,565 $1.1M -318 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 45,934 $1.09M 0.04% +7,847 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 45,531 $1.08M 0.01% new 13F-HR Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 45,261 $1.07M 0.68% -1,615 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 43,163 $1.02M <0.01% -255,929 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 42,815 $1.02M 0.16% -8,214 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 42,766 $1.01M 0.99% +155 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 42,628 $1.01M 0.34% +300 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 41,350 $980K 0.76% +5,600 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 38,985 $951K 0.29% -2,753 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,224 $943K <0.01% +10,037 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 38,218 $936K 0.03% -7,208 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 39,296 $932K 0.48% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 39,005 $925K 0.18% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 38,464 $912K <0.01% +24,111 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 38,459 $912K 0.01% +14,428 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 38,080 $903K <0.01% -24,122 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 37,978 $900K 0.23% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 37,070 $879K 0.02% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 36,488 $865K <0.01% +22,650 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 36,317 $861K 0.01% +18,618 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 35,954 $852K 0.04% +993 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 34,443 $817K 0.01% -24,771 13F-HR Timeline Group CAPITAL FUND MANAGEMENT S.A. 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