BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,113,850 $161M 0.01% +419,183 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,931,804 $156M 0.01% -1,248,969 13F-HR/A Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 5,149,915 $136M 0.11% +2,721,843 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,731,343 $125M 0.02% +2,504,617 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,822,809 $101M -85,878 Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,206,530 $84.4M 0.29% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,998,446 $78.9M 0.11% -234,307 13F-HR/A Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,217,115 $58.4M 0.1% +200,000 13F-HR/A Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,044,480 $53.8M 1.1% 0 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 1,890,349 $49.8M 0.35% +602,417 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,576,295 $41.8M 1.98% +210,918 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,509,327 $39.7M 0.01% -183,130 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,420,112 $37.4M 0.03% -10,833 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,402,691 $36.9M 0.01% -60,252 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,335,943 $35.2M <0.01% -17,148 13F-HR Timeline Group CCLA Investment Management More: the full row for CCLA Investment Management 1,287,641 $33.9M 0.54% -973,676 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 1,227,632 $32.3M +513,144 Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,169,989 $30.8M 9.69% +261,922 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,073,328 $28.3M <0.01% +442,328 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,006,504 $26.5M 0.03% -36,610 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 893,548 $23.5M 0.01% +71,452 13F-HR Timeline Group ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 801,100 $21.1M 1.21% -20,000 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 772,156 $20.3M 1.09% 0 13F-HR Timeline Empyrean Capital Partners, LP More: the full row for Empyrean Capital Partners, LP 765,000 $20.1M 0.7% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 756,339 $19.9M 0.22% +40,972 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 750,000 $19.7M 0.3% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 746,743 $19.7M <0.01% -247 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 726,603 $19.1M 0.01% -349,175 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 704,758 $18.6M 0.01% +86,097 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 648,034 $17.1M <0.01% -58,737 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 611,227 $16.1M 0.01% -46,865 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 575,884 $15.2M 0.18% -44,349 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 547,128 $14.8M 0.06% +346,941 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 550,000 $14.5M 0.25% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 434,911 $11.5M 0.1% -35,781 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 422,584 $11.1M 1.09% +3,747 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 421,826 $11M 1.26% +5,849 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 401,117 $10.6M 0.89% -167,709 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 381,581 $10M 7.82% +183,192 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 357,450 $9.41M 0.02% -2,858 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 335,535 $8.83M 0.01% -62,158 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 323,543 $8.52M <0.01% -62,021 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 299,118 $7.88M 6.8% -20,351 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 297,483 $7.83M 0.79% +260,339 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 296,990 $7.82M 1.95% -22,340 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 300,000 $7.8M 0.04% +125,000 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 295,615 $7.78M 0.01% -213,306 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 280,135 $7.38M 0.01% -9,445 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 264,866 $6.98M 0.01% -153,756 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 264,312 $6.96M <0.01% +102,890 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 253,453 $6.87M <0.01% +48,922 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 256,860 $6.76M 0.82% +32,230 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 238,288 $6.27M 0.69% -74,491 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 237,698 $6.26M 0.03% -18,834 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 237,386 $6.25M 0.42% -10,928 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 232,218 $6.11M 0.58% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 225,715 $5.94M 0.01% -42,186 13F-HR Timeline Group Prota Financial, LLC More: the full row for Prota Financial, LLC 225,159 $5.93M 4.27% 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 213,088 $5.61M 0.62% -30,052 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 209,959 $5.53M <0.01% +59,923 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 209,754 $5.52M <0.01% -497 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 205,304 $5.41M 0.01% -9,649 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 203,521 $5.36M 0.01% +29,249 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 203,159 $5.35M 0.01% -830,070 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 189,823 $5M 0.01% new 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 182,389 $4.94M 0.81% -1,884 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 187,201 $4.93M 0.16% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 178,042 $4.69M 0.08% -12,023 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 177,278 $4.67M 0.01% -30,870 13F-HR/A Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 166,498 $4.38M 2.12% +4,782 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 164,221 $4.33M 0.22% -8,432 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 164,131 $4.32M 0.91% -4,508 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 156,915 $4.13M 0.06% +623 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 152,009 $4M 0.11% -704 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 148,078 $3.9M 0.47% -76,721 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 148,058 $3.9M 0.54% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 145,783 $3.85M <0.01% new 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 142,962 $3.76M 0.02% +130,098 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 142,273 $3.75M 0.27% +3,357 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 139,042 $3.66M 0.02% +41,189 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 137,934 $3.63M 0.28% -11,813 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 133,522 $3.52M 0.07% +38,339 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 124,349 $3.37M 0.82% +3,370 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 127,638 $3.36M 0.29% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 126,327 $3.33M 0.79% -41,517 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 125,992 $3.32M 0.11% -3,000 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $3.28M 1.39% -125,446 13F-HR Timeline Amount filed as zero, left out of ratios. OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 123,088 $3.24M 0.05% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 120,317 $3.17M 0.02% -2,071 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 116,204 $3.06M 0.08% new 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 112,178 $3.05M 0.4% -31,727 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 115,001 $3.03M <0.01% +53,661 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 111,656 $3.01M 0.22% -24,829 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 114,281 $3.01M 0.29% +91,831 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 113,836 $3M 0.05% -26,607 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 110,198 $2.98M 0.14% -4 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 110,198 $2.9M 0.04% new 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 110,190 $2.9M 1.8% -18,727 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 107,310 $2.83M <0.01% +19,807 13F-HR Timeline Group BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 107,000 $2.82M 2.54% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 106,562 $2.81M 0.2% -85,386 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 106,094 $2.77M +1,114 Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 104,199 $2.74M 0.09% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 100,894 $2.72M 0.01% +20,709 13F-HR Timeline Group Pillsbury Lake Capital LLC More: the full row for Pillsbury Lake Capital LLC 100,679 $2.65M 1.08% 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 98,995 $2.61M 0.07% +77,126 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 98,830 $2.6M 1.72% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 98,449 $2.59M 0.03% +83,000 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 97,441 $2.57M 0.43% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 95,081 $2.5M 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GenTrust, LLC More: the full row for GenTrust, LLC 91,757 $2.49M 0.11% +51,042 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 96,868 $2.49M 1.09% -56,233 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 92,849 $2.44M <0.01% -220,172 13F-HR/A Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 91,270 $2.4M 0.01% -21,003 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 89,689 $2.36M 1.39% 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 85,330 $2.25M 2.1% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 85,323 $2.25M 0.87% +2,387 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 85,233 $2.24M 0.28% -2,477 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 83,464 $2.2M 0.19% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 82,541 $2.17M <0.01% -18,004 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 82,496 $2.17M <0.01% +39,370 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 80,434 $2.12M 0.07% +486 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 79,960 $2.11M 0.05% -100,465 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 79,284 $2.09M 0.22% +129 13F-HR Timeline IMMERSION CORP More: the full row for IMMERSION CORP 79,204 $2.09M 1.43% +20,000 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 78,822 $2.08M 0.14% +6,023 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 78,011 $2.05M 3.03% 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 77,439 $2.04M 0.12% +25,351 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 77,259 $2.03M 0.13% +8,744 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 75,598 $1.99M 0.09% new 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 75,000 $1.97M 0.16% -25,000 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 73,272 $1.93M 0.07% -11,367 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 73,000 $1.92M <0.01% +1,492 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 72,419 $1.91M 0.04% +966 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 71,250 $1.88M 0.22% +1,550 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 70,686 $1.86M 1.2% +16,200 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 70,177 $1.85M 0.01% -182,063 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 69,598 $1.83M <0.01% +12,592 13F-HR Timeline Group Guilbault Capital LLC More: the full row for Guilbault Capital LLC 68,395 $1.8M 2.02% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 67,573 $1.78M 0.25% +630 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 66,589 $1.75M 0.13% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 65,864 $1.73M <0.01% -89,644 13F-HR Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 65,635 $1.73M 1.39% -1,950 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 60,805 $1.6M 0.12% +19,270 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 60,700 $1.6M 0.98% -300 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 59,175 $1.56M 0.02% -309,440 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 58,939 $1.55M 0.02% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 58,756 $1.55M 0.04% +1,550 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,635 $1.54M <0.01% -13,444 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 58,318 $1.54M 0.06% +10,046 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 57,711 $1.52M <0.01% -11,415 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 56,684 $1.49M 0.31% -27,160 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 56,598 $1.49M 0.1% -4,122 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 54,394 $1.47M 0.02% +56 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 55,000 $1.45M 0.33% +11,258 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 54,675 $1.44M 0.12% -2,743 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 54,671 $1.44M 0.02% +27,136 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 54,604 $1.44M 0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 54,167 $1.43M 0.02% +13,400 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 53,413 $1.41M 0.3% +6,274 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 52,943 $1.39M 0.1% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 52,888 $1.39M 0.07% +163 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 51,815 $1.36M 0.24% -28,059 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 50,000 $1.32M <0.01% new 13F-HR/A Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 49,337 $1.3M 0.17% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 47,485 $1.29M 0.05% -16,950 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 47,913 $1.26M <0.01% -376,160 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 47,099 $1.24M +6,762 Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 47,000 $1.24M 0.11% 0 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 45,939 $1.21M 1.18% +421 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 43,150 $1.14M 0.69% -9,750 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 42,450 $1.12M <0.01% -161,886 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 42,081 $1.11M <0.01% new 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 41,982 $1.11M 0.46% -744 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 41,848 $1.1M 0.4% -3,798 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 40,395 $1.06M <0.01% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 40,000 $1.05M 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 39,268 $1.03M 0.06% -13,251 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 39,106 $1.03M 0.19% -65,731 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 38,700 $1.02M <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,560 $1.02M <0.01% +1,970 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 38,481 $1.01M 0.02% -3,762 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 37,028 $975K 0.61% +18,255 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,199 $962K <0.01% -4,251 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,667 $939K <0.01% -17,116 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 34,467 $937K 0.01% +775 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 35,575 $937K 0.78% -14,735 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 35,272 $929K <0.01% -3,941 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,187 $926K <0.01% -60,134 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,669 $913K <0.01% -815 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 34,090 $898K 0.02% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,616 $885K <0.01% +12,287 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 33,532 $883K 0.05% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 33,221 $875K 0.03% +5,591 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 31,081 $818K 0.18% +4,335 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 30,660 $807K 0.05% -988 13F-HR Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 30,313 $798K 0.57% +16,226 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 29,496 $777K 0.53% -6,837 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 28,051 $739K 0.01% -119,626 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 27,905 $735K 0.02% -4,365 13F-HR Timeline