Koch, Inc. More: the full row for Koch, Inc. 12,181,352 $186M 26.89% new 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/ 4,596,731 $70.1M 0.01% +2,955,661 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,738,174 $26.5M 0.3% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 930,426 $14.2M 0.92% +389,317 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 842,721 $13.2M 2.86% +476,938 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 537,572 $8.27M 0.01% -62,954 13F-HR/A Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 402,400 $6.3M 0.83% +173,882 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 337,730 $5.15M 0.53% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 294,500 $4.49M 0.01% -93,200 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 236,127 $3.6M <0.01% +94,447 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 223,657 $3.41M <0.01% +145,637 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 202,873 $3.1M 0.01% +100,427 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 196,671 $3M 0.02% +24,226 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 165,415 $2.52M <0.01% +62,546 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 161,669 $2.47M 0.59% +24,049 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 153,024 $2.33M 0.22% +49,972 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 143,100 $2.18M <0.01% +70,027 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 134,419 $2.05M <0.01% +83,950 13F-HR Timeline Group EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 121,998 $1.86M 7.42% +40,666 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 93,542 $1.46M 0.01% +31,182 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 87,880 $1.34M 0.01% +125 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 81,132 $1.24M 0.18% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 71,847 $1.1M <0.01% +29,426 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 71,502 $1.09M <0.01% +52,853 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 62,743 $957K 0.71% +20,915 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 56,100 $856K 0.01% -54,535 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 45,063 $688K <0.01% +5,916 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,915 $670K <0.01% +13,630 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 40,861 $624K 0.05% +1,600 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 40,756 $622K 0.04% +22,178 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 36,354 $555K 0.01% +6,218 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 35,901 $548K <0.01% -1 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 34,363 $524K <0.01% +13,439 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 30,424 $464K 0.03% +10,142 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 30,000 $458K 0.04% +10,000 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 24,881 $380K 0.25% +12,441 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,400 $372K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,252 $340K <0.01% +7,663 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,062 $337K <0.01% new 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 21,126 $331K 0.03% +7,042 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 21,559 $329K 0.18% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,067 $321K <0.01% +7,023 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,301 $295K <0.01% +14,406 13F-HR Timeline Group WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 18,447 $289K 0.01% +6,149 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 18,700 $285K 0.01% new 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 18,184 $277K 0.02% +954 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 17,884 $273K 0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,755 $271K <0.01% +1,174 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 15,799 $248K 0.12% +5,267 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,181 $238K 0.01% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 15,468 $236K 0.08% +5,156 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 15,062 $230K <0.01% new 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,901 $227K <0.01% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 14,901 $227K 0.08% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,750 $225K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,965 $213K 0.01% -800 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,380 $204K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,407 $192K <0.01% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 12,375 $189K 0.08% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,090 $184K <0.01% new 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 11,922 $182K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,268 $157K <0.01% +4,261 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,193 $156K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,550 $146K <0.01% +265 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,486 $145K <0.01% -1,138 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,346 $127K <0.01% +2,782 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,400 $113K <0.01% +1,900 13F-HR/A Timeline Group Security National Bank More: the full row for Security National Bank 1,656 $25.3K <0.01% +280 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 700 $10.7K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 27 $413 <0.01% new 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.