MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,997,970 $142M 0.01% +66,166 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/ 5,758,410 $136M 0.01% -355,440 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,728,295 $112M 0.02% -3,048 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 4,000,000 $94.8M 0.38% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,590,252 $85.1M -232,557 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. Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,602,115 $61.6M 0.11% +385,000 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,525,700 $59.8M 0.09% -472,746 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,519,480 $59.7M 1.24% +475,000 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 2,216,715 $52.5M 0.34% +326,366 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,120,478 $50.2M 0.04% -3,029,437 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,036,874 $48.3M 0.01% +527,547 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,720,419 $40.1M 1.94% +144,124 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,418,617 $33.7M <0.01% +82,674 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,421,532 $33.7M 0.01% +18,841 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,360,717 $32.2M 0.02% -59,395 13F-HR Timeline Group KING STREET CAPITAL MANAGEMENT, L.P. in group KING STREET CAPITAL MANAGEMEN… More: the full row for KING STREET CAPITAL MANAGEMENT, L.P. 1,250,000 $29.6M 9.03% new 13F-HR Timeline Group Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,188,414 $28.2M 9.85% +18,425 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 951,273 $23.3M 0.1% +404,145 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 957,122 $22.7M 0.02% -49,382 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 896,548 $21.2M 0.01% +3,000 13F-HR Timeline Group SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 867,500 $20.6M 0.28% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 842,067 $19.9M <0.01% +95,324 13F-HR/A Timeline Group ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 805,687 $19.1M 1.26% +4,587 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 772,156 $18.3M 0.98% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 761,001 $18M <0.01% +551,247 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 750,000 $17.8M 0.32% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 727,097 $17.2M 0.02% +537,274 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 682,895 $16.2M <0.01% -21,863 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 666,316 $15.8M 0.2% -90,023 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 628,714 $14.9M <0.01% -97,889 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 627,213 $14.9M 0.01% -499,130 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 609,133 $14.4M <0.01% -38,901 13F-HR Timeline Group Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 600,000 $14.3M 0.24% +50,000 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 569,578 $13.5M 0.01% -41,649 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 569,380 $13.5M <0.01% -503,948 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. 480,810 $11.4M 0.01% +270,851 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 474,721 $11.2M 0.02% +297,443 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 404,737 $9.59M 0.94% -17,847 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 381,581 $9.04M 9.27% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 370,774 $8.78M 0.9% +73,291 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 339,422 $8.04M 0.01% +3,887 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 331,921 $7.86M 0.04% +322,000 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 315,501 $7.47M <0.01% -8,042 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 300,000 $7.2M 0.04% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 299,092 $7.09M 0.04% +228,915 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 282,740 $6.91M <0.01% +29,287 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 279,435 $6.62M 0.82% +22,575 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 277,005 $6.56M 0.05% -157,906 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 266,501 $6.31M <0.01% +2,189 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 264,940 $6.28M 1.81% -32,050 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 264,299 $6.26M 0.01% -567 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 260,550 $6.17M 0.01% +244,823 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 257,329 $6.1M 5.29% -41,789 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 249,634 $5.91M 0.47% +17,416 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 248,048 $5.88M 0.63% +9,760 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 244,289 $5.79M 0.29% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 243,749 $5.77M 0.01% +208,562 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 238,612 $5.65M 0.03% +914 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 232,861 $5.52M 0.38% -4,525 13F-HR Timeline Bell Bank More: the full row for Bell Bank 232,851 $5.52M 0.23% new 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 228,873 $5.42M 3.93% +3,714 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 217,591 $5.16M 0.01% +71,808 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 204,149 $4.84M 0.54% -8,939 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 191,700 $4.54M 0.38% -209,417 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 189,960 $4.5M 0.07% +11,918 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 187,201 $4.43M 0.15% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 181,220 $4.43M 0.69% -1,169 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 156,065 $3.7M <0.01% -69,650 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 154,050 $3.65M 0.09% +2,041 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 149,740 $3.55M 0.01% -55,564 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 149,449 $3.54M 0.01% -130,686 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 147,729 $3.5M <0.01% +54,880 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 145,992 $3.46M 0.12% +20,000 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 144,047 $3.41M 0.05% -12,868 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 141,828 $3.36M 0.02% +2,786 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 136,408 $3.34M 0.42% +24,230 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 139,077 $3.29M 0.26% +1,143 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 137,269 $3.25M 0.05% +3,747 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 132,317 $3.14M 0.15% -31,904 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 131,319 $3.11M <0.01% +16,318 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 128,684 $3.05M 0.29% +14,403 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 127,638 $3.02M 0.27% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 127,056 $3.01M 0.04% +3,968 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 120,082 $2.9M 1.21% +23,214 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 121,389 $2.88M 0.61% +64,705 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 111,853 $2.77M 0.2% +197 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 112,861 $2.67M 0.53% -51,270 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $2.64M 1.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 107,885 $2.64M 0.06% -2,313 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 108,616 $2.57M <0.01% +26,120 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 107,441 $2.55M 0.01% -12,876 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 102,856 $2.52M 0.11% +11,099 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 102,781 $2.5M 0.01% +1,887 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 103,885 $2.46M 0.03% -6,313 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 100,655 $2.38M 0.39% +3,214 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 99,869 $2.37M 0.08% +41,551 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 95,015 $2.25M 0.05% +15,055 13F-HR/A Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 90,915 $2.22M 0.62% -33,434 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 93,814 $2.22M 0.01% +2,544 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 93,786 $2.22M 2.43% +25,391 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 93,588 $2.22M 0.03% -1,493 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 90,806 $2.15M 1.76% +5,476 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 86,962 $2.06M 0.76% +1,639 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 84,125 $2.06M 0.05% +11,706 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 84,649 $2.01M 0.22% -337,177 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 82,867 $1.96M 1.02% +12,181 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 82,174 $1.95M 0.23% -3,059 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 81,754 $1.94M <0.01% +8,754 13F-HR Timeline Group IMMERSION CORP More: the full row for IMMERSION CORP 79,204 $1.88M 1.3% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 78,063 $1.87M 0.12% -759 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 78,766 $1.87M 2.82% +755 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 78,207 $1.85M 0.95% -20,623 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 73,811 $1.75M <0.01% -33,499 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 71,550 $1.7M 0.22% +300 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 71,251 $1.69M 0.01% +30,856 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 70,827 $1.68M 0.06% -9,607 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 67,321 $1.59M 0.29% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 67,039 $1.59M <0.01% -15,502 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 66,875 $1.58M 0.02% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 65,580 $1.57M -40,514 Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 65,636 $1.55M 0.46% +59,169 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 65,438 $1.55M 0.1% +8,840 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 64,912 $1.54M 0.01% +10,308 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 64,669 $1.53M 0.11% +3,864 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 63,135 $1.5M 1.16% -2,500 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 62,202 $1.47M <0.01% -3,662 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 59,924 $1.47M 0.02% +5,530 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 61,553 $1.46M 0.12% +6,878 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 61,296 $1.45M 0.05% -11,976 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 60,982 $1.44M 0.12% -16,457 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 60,500 $1.43M 0.02% +35,733 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 59,968 $1.42M 0.07% +20,700 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 59,214 $1.4M 0.01% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 59,101 $1.4M 0.29% +5,688 13F-HR Timeline 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 Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 58,660 $1.39M 0.04% -40,335 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 58,590 $1.39M 0.02% +57,742 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 55,433 $1.31M 0.15% +36,399 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 54,973 $1.3M 0.2% -12,600 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 54,167 $1.28M 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 54,723 $1.28M 0.01% +52 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 52,943 $1.25M 0.07% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 52,811 $1.25M 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 52,191 $1.24M 0.05% +40,050 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 51,250 $1.21M <0.01% +1,250 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 51,029 $1.21M 0.21% -97,029 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 50,169 $1.19M 0.13% +832 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 49,875 $1.18M 0.08% -27,384 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 49,839 $1.18M <0.01% -8,796 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 49,453 $1.17M 0.06% +41,238 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 46,994 $1.11M <0.01% +11,722 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 45,426 $1.11M 0.05% -2,059 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 46,883 $1.11M -216 Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 46,876 $1.11M 0.81% +16,563 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,957 $1.09M <0.01% +11,288 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 45,855 $1.09M 0.19% +6,749 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 43,882 $1.04M 0.03% +32,974 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 43,804 $1.04M 0.05% -9,084 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 41,738 $1.02M 0.36% -110 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 42,611 $1.01M 1.21% -3,328 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 42,450 $1.01M <0.01% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 42,328 $1M 0.45% +346 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 42,050 $996K 0.61% -1,100 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 40,770 $966K 0.13% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 40,435 $958K 0.12% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 40,111 $950K 0.14% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 39,765 $942K 0.03% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 39,005 $924K 0.21% +13,920 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 38,107 $903K 0.26% +23,110 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 38,087 $902K 0.04% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 37,978 $900K 0.21% new 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 37,500 $888K 0.06% -37,500 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 36,270 $859K 0.01% +8,365 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 35,750 $847K 0.7% +7,900 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,407 $839K <0.01% -3,153 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 35,043 $830K 0.05% +21,454 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 34,961 $828K 0.05% +1,429 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 34,417 $815K 0.16% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 34,270 $812K 0.09% -45,014 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,845 $754K <0.01% -25,866 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 31,272 $741K 0.04% +612 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 30,986 $734K 0.75% -58,703 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 30,785 $729K 0.01% -67,664 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,187 $718K <0.01% -6,012 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 29,970 $710K 0.13% +18,730 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 29,835 $707K 0.6% -5,740 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 29,676 $703K <0.01% +12,083 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,142 $690K 0.01% -9,339 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,970 $686K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,778 $679K 0.01% -6,689 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 28,679 $679K 0.06% +17,118 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 28,520 $676K <0.01% +7,839 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 28,163 $667K <0.01% -41,435 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 27,224 $666K 0.14% -3,857 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 27,401 $649K 0.4% -9,627 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 27,041 $641K 0.77% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 27,000 $640K <0.01% 0 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 26,060 $617K 0.12% +4,508 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,858 $613K <0.01% +5,323 13F-HR/A Timeline