Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 102,346,331 $6.61B 22.08% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 101,620,376 $6.57B 8.85% 0 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,512,213 $615M 2.89% +173,271 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,853,843 $184M 0.25% +100,835 13F-HR Timeline Group Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 1,524,213 $98.5M 1.58% -89,309 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 1,106,637 $71.5M 0.75% +13,771 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,054,564 $68.2M 0.01% -43,290 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 994,547 $64.3M <0.01% +36,861 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 832,131 $55.9M <0.01% -42,137 13F-HR/A Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 611,873 $39.5M 0.03% 0 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 481,794 $31.1M -113,758 Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 252,797 $16.3M 0.08% +232,057 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 238,491 $15.4M 1.96% -2,368 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 226,611 $14.6M 1.37% +68,436 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 218,690 $14.1M 0.77% -15,450 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 217,162 $14M 0.01% -23,834 13F-HR Timeline Group Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 44,067 $12.9M 0.14% -66 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 194,126 $12.5M 1.48% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 131,752 $8.52M 1.77% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 118,460 $7.66M <0.01% -2,648 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 110,356 $7.13M <0.01% -52,619 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 102,343 $6.61M 0.02% +64,838 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 101,266 $6.54M 0.18% -2,520 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 80,741 $5.22M <0.01% 0 13F-HR Timeline Group Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 75,002 $4.85M 1.09% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 52,365 $3.43M 0.02% -36 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 49,955 $3.23M 0.02% -26,263 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,129 $2.98M <0.01% +327 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,947 $2.97M <0.01% +331 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,659 $2.95M <0.01% +5,020 13F-HR Timeline Group HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 42,000 $2.71M 0.59% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 41,993 $2.71M 0.01% 0 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 39,574 $2.56M <0.01% -3,937 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,356 $2.48M 0.01% +2,436 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 36,642 $2.37M 0.02% +1,780 13F-HR/A Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 34,504 $2.23M 0.05% -1,882 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 34,068 $2.2M 0.41% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,573 $2.17M <0.01% -4,144 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 33,251 $2.15M <0.01% +32 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,686 $2.11M <0.01% +849 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 32,375 $2.09M 0.06% +3,100 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 31,968 $2.07M 1.01% +1,151 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 30,730 $1.99M 0.17% -192 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,146 $1.75M <0.01% -7,298 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,000 $1.68M <0.01% -6,714 13F-HR/A Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 25,000 $1.62M 0.07% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,626 $1.59M <0.01% +2,347 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 21,962 $1.42M 0.07% -759 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,654 $1.4M <0.01% -898 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 20,738 $1.34M <0.01% +7,800 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 19,989 $1.29M 0.09% 0 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 19,500 $1.26M 0.23% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,000 $1.23M <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,563 $1.2M <0.01% +11,526 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,326 $1.18M 0.03% +14 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 18,050 $1.17M 0.4% +250 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 17,282 $1.12M <0.01% +5,784 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,190 $1.11M 0.07% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 17,072 $1.1M 0.03% -266 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 16,365 $1.06M <0.01% 0 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 16,171 $1.05M 0.03% +3,267 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 16,060 $1.04M 0.54% -39 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,567 $1.01M <0.01% -22 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,222 $984K <0.01% -4,272 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,148 $979K <0.01% new 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 15,082 $975K 0.85% +4,630 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,051 $973K <0.01% -3,127 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,948 $966K 0.1% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,201 $918K 0.04% +5,246 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,093 $911K <0.01% -686 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,064 $909K 0.02% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 13,170 $851K 0.02% +702 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 12,080 $781K 0.03% -533 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,050 $779K <0.01% 0 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,025 $777K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,451 $740K <0.01% +215 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 11,245 $727K 0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 10,371 $670K +1,212 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,272 $664K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,751 $630K <0.01% -256 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 10,075 $629K 0.07% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9,550 $617K 0.05% -2,118 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,294 $601K <0.01% +807 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,263 $599K 0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,841 $572K <0.01% -1,020 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,775 $567K 0.04% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,700 $562K 0.17% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,668 $560K <0.01% +38 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,482 $548K 0.33% +42 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,127 $525K <0.01% +251 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,120 $525K <0.01% -5,770 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,090 $523K 0.1% -300 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,758 $501K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 7,517 $486K 0.1% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,441 $481K 0.02% +7,141 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,295 $471K 0.1% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,705 $433K 0.01% +134 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,527 $422K <0.01% 0 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 6,080 $393K <0.01% +2,277 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,073 $392K <0.01% +2,509 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 6,000 $388K 0.1% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,871 $379K 0.01% +30 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 5,810 $376K 0.34% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,732 $370K 0.02% +73 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,418 $350K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,351 $346K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,169 $334K 0.01% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,900 $317K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,895 $316K 0.01% -718 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,890 $316K 0.01% +255 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,823 $312K 0.04% -875 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,779 $309K <0.01% +919 13F-HR/A Timeline Group Lee Financial Co More: the full row for Lee Financial Co 4,776 $309K 0.04% +206 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,759 $308K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,689 $303K <0.01% +89 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,517 $292K 0.14% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,300 $278K 0.04% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,235 $274K 0.12% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,218 $273K <0.01% -65 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,200 $271K <0.01% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,166 $269K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,028 $260K 0.01% -191 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,022 $260K 0.02% -2,782 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,009 $259K 0.03% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,000 $259K <0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,000 $259K 0.11% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,000 $259K 0.02% 0 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,000 $259K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,000 $259K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,893 $252K <0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,860 $249K <0.01% +2 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,800 $246K 0.03% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,744 $242K <0.01% +1,702 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,676 $238K 0.01% new 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,653 $236K 0.05% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,495 $226K <0.01% +3,085 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 3,404 $220K <0.01% new 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 3,262 $211K 0.22% new 13F-HR Timeline VALUEWORKS LLC More: the full row for VALUEWORKS LLC 3,250 $210K 0.06% -1,500 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,241 $209K <0.01% -928 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,228 $209K 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,225 $208K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $194K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,684 $173K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,576 $166K <0.01% -2,217 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,332 $151K 0.03% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,325 $150K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,056 $133K 0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,993 $129K 0.03% -1,000 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,864 $120K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,700 $110K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,612 $104K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,584 $102K <0.01% new 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,500 $96.9K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,341 $86K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,323 $86K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,326 $85.7K 0.01% +5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,323 $85.5K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,321 $85.4K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,255 $81.5K <0.01% -197 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,119 $72.3K 0.01% +66 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,053 $68.1K <0.01% +582 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,000 $65K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,000 $64.6K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,000 $64.6K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,000 $64.6K 0.05% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,000 $64.6K 0.06% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 865 $55.9K 0.01% +12 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 835 $54K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 801 $51.8K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 145 $41.1K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 619 $40K 0.01% +5 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 600 $38.8K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 555 $35.9K 0.01% +3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 535 $34.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 504 $32.5K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 500 $32.3K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 485 $31.3K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 405 $26.2K <0.01% +6 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 380 $24.6K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 350 $22.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 350 $22.6K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $19.4K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 254 $16.4K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 217 $13.5K <0.01% +2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 200 $12.9K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 200 $12.9K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 200 $12.9K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $12.9K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 195 $12.6K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 169 $10.9K <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 115 $7.43K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 100 $6.46K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 100 $6.46K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 70 $4.52K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $4.36K <0.01% -16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 50 $3.23K <0.01% -175 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $1K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15 $980 <0.01% +4 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10 $646 <0.01% 0 13F-HR Timeline