MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,180,773 $187M 0.01% -627,990 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,694,667 $148M 0.01% -2,125,679 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,908,687 $102M 0.27% -352,264 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,232,753 $84.3M 0.13% +3,187,115 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,206,530 $83.6M 0.36% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,428,072 $63.3M 0.06% -2,393,255 13F-HR Timeline Group CCLA Investment Management More: the full row for CCLA Investment Management 2,261,317 $59M 0.94% +484 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,226,726 $58.1M 0.01% -1,536,975 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,044,480 $53.3M 1.14% +32,776 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,017,115 $52.6M 0.09% -615,344 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,692,457 $44.1M 0.01% +82,736 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,462,943 $38.1M 0.01% +22,487 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,430,945 $37.3M 0.03% -78,777 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,353,091 $35.3M <0.01% -7,219 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,365,377 $34.5M 1.89% +84,599 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 1,287,932 $33.6M 0.24% +421,636 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,075,778 $28M 0.01% +24,562 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,043,114 $27.2M 0.03% -101,844 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,033,229 $26.9M 0.04% +566,034 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 908,067 $23.7M 9.18% +261,790 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 869,964 $22.7M 0.02% +800,969 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. 822,096 $21.4M 0.01% +249,960 13F-HR Timeline Group ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 821,100 $21.4M 0.98% 0 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 772,156 $20.1M 1.04% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 746,990 $19.5M <0.01% -54,470 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 715,367 $18.6M 0.21% +152,533 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 714,488 $18.6M +139,452 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 711,346 $18.5M 0.02% +631,568 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 706,771 $18.4M <0.01% -12,511 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 658,092 $17.2M 0.01% +425,918 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 631,000 $16.5M <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 620,233 $16.2M 0.2% +40,250 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 618,661 $16.1M 0.01% +3,773 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 568,826 $14.8M 1.28% +40,414 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 550,000 $14.3M 0.25% +75,000 13F-HR Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 524,068 $13.7M 1.36% -6,200 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 508,921 $13.3M 0.01% +312,185 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 470,692 $12.3M 0.13% +452,194 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 418,622 $12.1M 0.02% -29,867 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 424,073 $11.1M 0.04% +39,650 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 418,837 $10.9M 1.09% -45,628 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 415,977 $10.8M 1.33% +25,848 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 397,693 $10.4M 0.01% +61,566 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 385,564 $10.1M <0.01% +43,672 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 368,615 $9.61M 0.12% +154,064 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 360,308 $9.39M 0.02% +155,136 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 319,469 $8.33M 6.06% -1,473 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 319,330 $8.32M 2.09% -25,835 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 313,021 $8.16M <0.01% +267,557 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 312,779 $8.15M 0.93% +34,384 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 289,580 $7.55M 0.01% -65,641 13F-HR Timeline Group POTENTIA WEALTH More: the full row for POTENTIA WEALTH 274,797 $7.16M 2.73% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 267,901 $6.98M 0.01% -60,958 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 256,532 $6.69M 0.04% +11,242 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 252,240 $6.58M 0.06% +43,980 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 248,314 $6.47M 0.45% +5,737 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 243,140 $6.34M 0.72% -60,641 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 235,705 $6.14M 0.59% +1,069 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 224,799 $5.86M 0.74% +207,799 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 224,630 $5.86M 0.71% +35,545 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 214,953 $5.6M 0.02% +24,142 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 204,531 $5.49M <0.01% +5,644 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 210,251 $5.48M <0.01% -876,863 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 208,148 $5.43M 0.01% +6,879 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 200,187 $5.37M 0.02% +56,001 13F-HR/A Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 204,336 $5.33M 0.01% -961,814 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 198,389 $5.17M 3.35% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 191,948 $5M 0.34% +46,087 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 190,065 $4.95M 0.08% +4,738 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 184,273 $4.95M 0.9% -5,383 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 187,201 $4.88M 0.17% +27,596 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 180,425 $4.7M 0.11% -66,208 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 173,397 $4.67M 0.13% -60,916 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 175,000 $4.55M 0.02% new 13F-HR Timeline Group Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 174,272 $4.52M 0.01% -4,638 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 172,653 $4.5M 0.23% -6,727 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 168,639 $4.4M 1.15% -8,292 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 167,844 $4.38M 1.01% -61,070 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 161,716 $4.22M 2.06% +1,612 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 161,422 $4.21M <0.01% +79,143 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 156,292 $4.07M 0.06% -29,408 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 155,508 $4.05M <0.01% -35,194 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 153,101 $3.99M 1.89% +71,131 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 152,713 $3.98M 0.12% -24,785 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 150,808 $3.93M +25,052 Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 150,036 $3.91M <0.01% +49,016 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 149,747 $3.9M 0.28% +1,087 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 143,905 $3.86M 0.45% -13,442 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 147,677 $3.85M 0.06% +38,130 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 147,243 $3.84M 0.14% -1,762 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 141,689 $3.69M 0.05% +41,577 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 140,443 $3.66M 0.08% +5,418 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 136,485 $3.65M 0.29% +4,434 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 138,916 $3.62M 0.27% +5,365 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 125,446 $3.37M 1.38% -4,743 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 128,992 $3.36M 0.12% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 128,917 $3.36M 2.02% 0 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 127,638 $3.33M 0.32% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 120,979 $3.25M 0.8% -1,000 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 122,388 $3.19M 0.02% -3,300 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 110,202 $2.96M 0.21% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 112,273 $2.93M 0.01% +7,226 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 104,980 $2.77M -9,011 Timeline Activest Wealth Management More: the full row for Activest Wealth Management 104,837 $2.73M 0.55% -3,136 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 100,545 $2.62M 0.01% -58,201 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 100,000 $2.61M 0.23% -72,213 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 97,853 $2.55M 0.01% -107,396 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 96,637 $2.52M 0.06% +10,401 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 95,321 $2.49M <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 95,183 $2.48M 0.06% +86,337 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 87,725 $2.29M 0.7% -11,525 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 87,710 $2.29M 0.31% -98,302 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 87,503 $2.28M <0.01% -3,010 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 84,639 $2.21M 0.08% -8,804 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 83,844 $2.19M 0.45% +2,848 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 82,936 $2.16M 0.85% +5,300 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 80,185 $2.15M 0.01% -460 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 79,948 $2.08M 0.07% +78,481 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 79,874 $2.08M 0.4% +31,588 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 79,155 $2.06M 0.21% +4,829 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 71,453 $1.92M 0.06% -12,005 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 72,799 $1.9M 0.13% -3,975 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,079 $1.88M <0.01% +17,164 13F-HR Timeline 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 71,508 $1.86M <0.01% +16,370 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 71,332 $1.86M 0.07% +54,799 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 69,700 $1.82M 0.23% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 69,126 $1.8M <0.01% +6,894 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 68,515 $1.79M 0.16% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 68,160 $1.78M 0.01% new 13F-HR Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 67,585 $1.76M 1.36% +3,400 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 66,943 $1.75M 0.25% +4,040 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 64,435 $1.73M 0.07% -10,637 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 64,250 $1.68M 0.02% new 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 63,287 $1.65M 0.12% +3,168 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 61,340 $1.6M <0.01% +6,116 13F-HR Timeline Group Steadtrust LLC More: the full row for Steadtrust LLC 61,000 $1.59M 1.08% 0 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 60,720 $1.58M 0.11% +7,874 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 59,265 $1.55M 0.24% new 13F-HR Timeline IMMERSION CORP More: the full row for IMMERSION CORP 59,204 $1.54M 0.95% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 58,939 $1.54M 0.02% 0 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 57,418 $1.5M 0.13% +10,200 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 57,206 $1.49M 0.03% +3,976 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 57,006 $1.49M <0.01% +19,568 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 54,524 $1.42M 0.02% +42,659 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 54,486 $1.42M 0.93% +29,116 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 54,338 $1.42M 0.02% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 52,239 $1.4M 0.03% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 53,323 $1.39M 0.5% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 52,943 $1.38M 0.11% -5,738 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 52,900 $1.38M 0.88% -1,000 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 51,304 $1.38M 0.37% -43,438 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 52,783 $1.38M <0.01% -7,655 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 52,725 $1.37M 0.08% +963 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 52,519 $1.37M 0.08% -2,449 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 52,088 $1.36M 0.09% -1,236 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 50,310 $1.31M 1.08% -3,357 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 49,337 $1.29M 0.17% -1,013 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 48,272 $1.26M 0.05% -8,151 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 47,139 $1.23M 0.27% -328 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 47,000 $1.23M 0.11% -13,000 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 45,646 $1.19M 0.45% +907 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 45,518 $1.19M 1.1% +1,828 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 43,742 $1.14M 0.19% +10,492 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 43,126 $1.12M <0.01% +20,093 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 42,726 $1.11M 0.49% +3,218 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 41,168 $1.11M 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,616 $1.11M 0.01% -2,915 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 42,243 $1.1M 0.02% +189 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 42,085 $1.1M 0.25% +2,000 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 40,715 $1.09M 0.05% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 41,535 $1.08M 0.08% +21 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 40,966 $1.07M 0.01% -500 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 40,767 $1.06M 0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 40,395 $1.05M <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 40,337 $1.05M +2,110 Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 40,111 $1.05M 0.17% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 40,000 $1.04M 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,450 $1.04M <0.01% -5,302 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 39,213 $1.02M <0.01% -47 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 38,473 $1M <0.01% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 37,144 $968K 0.1% +444 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,590 $954K <0.01% +16,309 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 36,333 $947K 0.66% -4,287 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 35,826 $934K 0.06% +30,968 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,484 $925K <0.01% -8,135 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 33,692 $904K 0.01% -4,998 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 33,532 $874K 0.05% -784 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 32,398 $849K 0.3% -5,822 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 32,500 $847K 0.03% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 32,313 $842K 0.07% +1,580 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 32,270 $841K 0.02% +6,075 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 31,648 $825K 0.05% +119 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 30,262 $789K <0.01% -35,109 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 30,000 $782K 0.04% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 29,181 $761K 0.44% +5,087 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 27,951 $729K 0.02% -4,247 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 27,797 $725K 0.03% +15,353 13F-HR Timeline Texas Yale Capital Corp. 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