STONE POINT CAPITAL LLC More: the full row for STONE POINT CAPITAL LLC 5,822,728 $21.9M 100% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,413,529 $20.4M <0.01% +2,945,675 13F-HR Timeline Group ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 1,071,148 $4.03M 0.27% +759,489 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 916,289 $3.45M 0.1% +387,933 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 750,000 $2.82M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PFG Investments, LLC More: the full row for PFG Investments, LLC 651,765 $2.45M 0.11% -187,698 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 575,559 $2.16M 1.08% +12,253 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 467,814 $1.76M 0.49% +165,724 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 397,427 $1.58M 0.11% -880,768 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 287,221 $1.08M 0.01% +84,536 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 262,392 $987K -9,662 Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 255,535 $961K 0.01% +8,178 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 243,982 $917K <0.01% -8,936 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 239,726 $901K 0.02% +105,313 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 232,098 $873K <0.01% -178,732 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 199,577 $750K <0.01% -260,741 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 179,280 $674K <0.01% -17,405 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 177,786 $668K 0.02% -120,001 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 147,294 $554K 0.2% +74,070 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 142,565 $536K <0.01% +25,155 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 116,895 $440K <0.01% -6,553 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 113,479 $427K 0.02% -241,118 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 111,394 $419K <0.01% -619 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 96,673 $363K 0.01% +2,400 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 89,903 $338K 0.06% -440 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 87,250 $328K 0.22% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 81,600 $307K 0.14% -54,585 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 72,692 $273K <0.01% -5,964 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 71,756 $271K 0.01% +30,180 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 71,709 $270K 0.06% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 56,624 $213K <0.01% +55,224 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 50,878 $191K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 49,442 $186K <0.01% -26,503 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 46,076 $173K 0.04% +4,906 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,716 $161K <0.01% +14,572 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,970 $154K <0.01% -4,060 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,687 $153K <0.01% -20,658 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 38,600 $145K <0.01% +10,292 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 35,606 $144K <0.01% +1,561 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 34,173 $128K <0.01% +500 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 32,954 $124K 0.01% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 32,624 $123K 0.04% +3,008 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 31,524 $119K <0.01% -693 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 30,408 $114K 0.01% +7,524 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,269 $91.3K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,109 $79K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,841 $70.8K <0.01% -59,589 13F-HR/A Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,697 $62.8K <0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,689 $62.8K <0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,595 $62.4K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 16,485 $62K <0.01% +2,218 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,736 $59.2K <0.01% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,408 $57.9K 0.01% +1,830 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 15,333 $57.7K <0.01% +1,413 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,000 $56.4K <0.01% +5,000 13F-HR/A Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,385 $55.5K <0.01% -2,235 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,451 $54.3K <0.01% +1,259 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,840 $52K 0.01% -59,346 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,836 $52K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,629 $51.2K <0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,542 $51K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,547 $50.9K <0.01% -5,673 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 13,082 $49.2K 0.04% +1,150 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 12,500 $47K 0.04% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 12,007 $45.1K 0.04% -493 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,792 $44.3K <0.01% -8,000 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,711 $44K <0.01% new 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,711 $44K <0.01% 0 13F-HR Timeline Group ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 11,570 $43.5K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,350 $42.7K <0.01% +450 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,280 $42.4K <0.01% +297 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,059 $41.6K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,787 $40.6K <0.01% +20 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,162 $38.2K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,000 $37.6K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,076 $34.1K <0.01% +2,662 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,500 $28.2K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,218 $27.1K 0.01% -1,559 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,323 $23.8K <0.01% +3,705 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,679 $21.4K 0.02% +1,985 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,600 $21.1K <0.01% +4,300 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) 4,570 $17.2K <0.01% +1,409 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,715 $14K <0.01% -10,496 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,361 $12.1K <0.01% +280 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,101 $11.7K <0.01% -2,199 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,000 $11.3K <0.01% -8,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,978 $11.2K <0.01% 0 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,855 $10.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,742 $10.3K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,500 $9.4K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,905 $7K <0.01% 0 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,707 $6.42K <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,531 $5.76K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,458 $5.48K <0.01% new 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $4.89K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,000 $3.76K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,000 $3.76K <0.01% -2,950 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,000 $3.76K <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 860 $3.17K <0.01% new 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 750 $2.82K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $752 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 160 $602 <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 117 $441 <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $376 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 100 $361 <0.01% -100 13F-HR/A Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 50 $188 <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 25 $94 <0.01% -1,133 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 9 $34 <0.01% +5 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $4 <0.01% -2 13F-HR/A 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.