STONE POINT CAPITAL LLC More: the full row for STONE POINT CAPITAL LLC 5,822,728 $33.5M 100% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,467,854 $14.2M <0.01% +755,471 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,278,195 $7.36M 0.5% +854,625 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 839,463 $4.84M 0.23% +22,499 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 563,306 $3.24M 1.55% -290,286 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 528,356 $3.04M 0.09% +195,503 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 460,318 $2.65M <0.01% +288,314 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 454,249 $2.62M 0.12% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 410,830 $2.37M <0.01% +280,922 13F-HR Timeline Group North Ground Capital More: the full row for North Ground Capital 390,468 $2.25M 1.12% -242,865 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 354,597 $2.04M 0.11% +41,391 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 319,506 $1.84M 0.04% +12,697 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 314,636 $1.81M 0.04% +3,791 13F-HR Timeline ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 311,659 $1.8M 0.1% new 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 302,090 $1.74M 0.47% -32 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 297,787 $1.72M 0.05% -65,894 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 272,054 $1.57M +5,648 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 252,918 $1.46M <0.01% -54,934 13F-HR/A Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 247,357 $1.43M 0.01% +180,305 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 202,685 $1.2M 0.01% +180,335 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 201,527 $1.16M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 196,685 $1.13M <0.01% +78,877 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 136,185 $784K 0.38% +4,835 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 134,413 $774K 0.02% new 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 124,736 $718K 0.24% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 123,448 $711K <0.01% -59,101 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 117,410 $676K <0.01% +18,147 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 112,013 $645K <0.01% -14,825 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 94,273 $543K 0.01% +27,496 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 90,343 $520K 0.09% +34,624 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 78,656 $453K <0.01% -75,251 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 78,430 $452K <0.01% 0 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 75,945 $437K <0.01% -8,598 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 73,224 $422K 0.15% -11,307 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 73,186 $422K 0.06% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 68,724 $396K 0.09% +424 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 67,546 $389K <0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 61,345 $353K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,030 $259K <0.01% -96,644 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 41,576 $239K 0.01% new 13F-HR/A Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 41,170 $237K 0.06% +4,544 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 36,999 $213K <0.01% new 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 36,200 $209K 0.1% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 36,175 $208K 0.03% +12,700 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 34,045 $197K <0.01% +7,012 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 33,673 $194K <0.01% new 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 32,954 $190K 0.02% -40 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 32,433 $187K 0.05% +1,068 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 32,217 $186K <0.01% +3,860 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,187 $174K <0.01% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 29,616 $171K 0.05% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,144 $168K <0.01% +6,482 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,308 $163K <0.01% -4,504 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,269 $140K <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. 22,884 $132K 0.01% -4,531 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 19,800 $114K <0.01% 0 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 19,792 $114K <0.01% +3,440 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,220 $111K <0.01% +3,135 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,912 $109K <0.01% +18,712 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,366 $106K <0.01% +564 13F-HR/A Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 17,620 $101K <0.01% -12,194 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,689 $96.1K <0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,595 $95.6K <0.01% -2,500 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/ 15,308 $88.2K <0.01% -24,985 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,267 $82.2K <0.01% -553 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,211 $81.9K <0.01% +10,500 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,920 $80.2K <0.01% +920 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,578 $78.2K 0.02% +1,033 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,417 $77.3K <0.01% new 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,192 $76K 0.01% +819 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 12,500 $72K 0.06% -2,400 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 12,500 $72K 0.08% 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 11,932 $68.7K 0.06% +788 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,711 $67.5K <0.01% -2,332 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,000 $63.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,983 $63.3K <0.01% +906 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,900 $62.8K <0.01% +600 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,767 $62K <0.01% -5,954 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,659 $61.4K <0.01% +141 13F-HR/A Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 10,360 $59.7K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,100 $58.2K 0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,047 $57.9K <0.01% -4,620 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,000 $57.6K <0.01% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,000 $57.6K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,777 $50.6K 0.01% -32,111 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,000 $46.1K <0.01% +2,500 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,414 $36.9K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,600 $32K <0.01% +3,222 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,300 $30.5K <0.01% +2,650 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,202 $24.2K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,950 $22.8K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,751 $21.6K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,694 $21.3K 0.02% +1,880 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,464 $20K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,400 $19.6K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,161 $18.2K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,081 $17.7K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,978 $17.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,855 $16.4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,742 $15.8K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,618 $15.1K <0.01% -3,505 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,500 $14.4K 0.01% -2,500 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,905 $11K <0.01% 0 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,400 $8.06K <0.01% -7,700 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,300 $7.49K <0.01% -4,300 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $7.49K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,158 $7K <0.01% +100 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,000 $5.76K <0.01% -750 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,000 $5.76K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 750 $4.32K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 734 $4.23K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 200 $1.15K <0.01% new 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 200 $1.15K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 160 $922 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $576 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 80 $461 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 50 $288 <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4 $23 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3 $17 <0.01% +2 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.