STONE POINT CAPITAL LLC More: the full row for STONE POINT CAPITAL LLC 5,822,728 $47.2M 6.12% 0 13F-HR Timeline Loews Corp More: the full row for Loews Corp 2,450,000 $19.8M 0.15% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 809,284 $6.56M 4.76% -38,587 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 745,271 $6.04M 0.22% +177,661 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 685,957 $5.56M 0.36% +66,558 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 423,650 $3.43M <0.01% -24,037 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 350,614 $2.84M 0.11% +128,531 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 308,196 $2.5M 0.19% +117,157 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 295,800 $2.4M 0.01% +198,695 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 266,515 $2.16M 0.07% +114,706 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 245,438 $1.99M 0.07% +2,100 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 244,416 $1.98M +62,181 Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 239,213 $1.94M 0.74% -95,587 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 234,323 $1.9M <0.01% +4,855 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 206,267 $1.67M 0.62% -400 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 200,440 $1.62M +5,022 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 126,459 $1.02M <0.01% +1,267 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 117,304 $950K 0.08% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 115,040 $932K 0.55% -7,596 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 105,806 $857K <0.01% +2,115 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 104,732 $848K 0.01% +10,136 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 108,162 $844K 0.16% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 101,437 $822K 0.27% -8,058 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 89,746 $727K <0.01% +4,423 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 79,108 $641K 0.21% +2,558 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 70,746 $573K <0.01% +42,637 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 67,052 $543K 0.01% 0 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 66,208 $536K 0.22% +12,504 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 65,173 $528K 0.39% +41,438 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 61,663 $499K <0.01% +8,981 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 58,152 $474K 0.02% -6,617 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 51,849 $420K 0.1% -42,659 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,763 $403K <0.01% -18,176 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 43,914 $356K 0.02% -32,762 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 38,188 $309K 0.08% +453 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 36,266 $294K <0.01% -124,524 13F-HR Timeline Group DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 32,994 $267K 0.03% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 32,600 $264K 0.16% -12,700 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,187 $245K <0.01% -26,990 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,589 $240K <0.01% +13,210 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,975 $210K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 25,605 $207K 0.01% -2,350 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,269 $197K <0.01% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 23,475 $190K 0.03% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,647 $183K <0.01% +817 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 22,400 $181K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,135 $171K 0.01% +4,074 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,360 $157K <0.01% +1,054 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/ 19,131 $155K <0.01% -11,734 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,928 $153K <0.01% +333 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,742 $152K <0.01% +448 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,739 $152K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 18,216 $150K 0.01% +2,495 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,572 $134K <0.01% new 13F-HR/A Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 16,490 $134K 0.01% +791 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 16,400 $133K 0.11% -1,200 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,000 $122K <0.01% +5,000 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 14,450 $116K <0.01% +1,170 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,951 $113K 0.01% +255 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,352 $100K <0.01% new 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 12,000 $97.2K 0.08% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 12,000 $97.2K <0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,829 $95.8K 0.01% +495 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,602 $94K <0.01% new 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,500 $85K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,000 $81K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,100 $73.7K <0.01% +7,700 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,250 $66.8K <0.01% +750 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,582 $61.4K 0.01% -667 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,700 $54.3K 0.02% -1,300 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,123 $49.6K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,500 $44.5K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,300 $34.8K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,000 $32K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,700 $30K <0.01% -1,100 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,592 $29.1K 0.01% +1,713 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,001 $28.9K <0.01% +1 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,055 $24.7K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,978 $24.1K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,855 $23.1K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,595 $21K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,400 $19.4K <0.01% +400 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,000 $15.9K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $10.5K <0.01% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,149 $9.31K <0.01% -205,311 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 865 $7.01K <0.01% +41 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 750 $6.08K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 215 $1.74K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 200 $1.62K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 39 $303 <0.01% +17 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3 $24 <0.01% -8 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2 $18 <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,500 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.