Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 18,187,878 $971M 0.09% -1,374,060 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 15,705,485 $838M 2.89% +1,687,768 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 13,319,918 $711M 9.05% -200,561 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,466,987 $665M 0.09% -629,242 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,531,066 $455M 0.03% -814,876 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 7,227,400 $386M 8.76% -6,367 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,908,382 $369M 0.55% -151,642 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,763,110 $308M 0.02% +1,104,510 13F-HR/A Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,429,906 $290M 11.94% -181,918 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,304,746 $283M 0.06% +38,283 13F-HR Timeline Group Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 5,299,724 $283M 5.12% -360,161 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 4,474,115 $239M 5.59% +6,641 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,286,142 $175M 0.01% -1,372,119 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 2,959,830 $158M 0.2% +134,859 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 2,903,800 $155M 0.93% -1,400,500 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,724,200 $145M 0.25% +36,110 13F-HR Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 2,343,689 $125M 0.1% +172,000 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,315,921 $124M 3.73% +57,247 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,051,301 $109M 15.29% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,884,585 $101M 3.72% -52,470 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,883,800 $101M 5.77% +150,000 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,832,003 $97.8M 1.11% -5,476 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,668,643 $89.1M <0.01% +3,060 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,606,602 $85.7M 1.92% +29,129 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,328,139 $70.9M 0.06% -89,598 13F-HR Timeline Group Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 1,156,589 $61.7M 0.35% +112,738 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,153,276 $61.6M 0.07% +36,377 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,124,270 $60M 0.04% +29,089 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,106,127 $59M 0.04% +44,125 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 1,058,959 $56.5M 3.04% -23,600 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,037,984 $55.4M 6.1% -100,296 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 955,698 $51M 0.02% +7,750 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 915,691 $48.9M 0.02% -257,709 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 880,593 $47M 0.08% +189,306 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 853,780 $45.6M 0.01% -76,400 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 829,136 $44.3M 0.05% -82,364 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 791,478 $42.2M 0.01% +46,378 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 766,529 $40.9M 9.23% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 760,306 $40.6M 1.11% +211,694 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 748,670 $40M 0.01% +11,775 13F-HR Timeline Group REAVES W H & CO INC More: the full row for REAVES W H & CO INC 670,500 $35.8M 0.63% 0 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 670,327 $35.8M 0.02% -98,304 13F-HR Timeline APPALOOSA LP More: the full row for APPALOOSA LP 627,500 $33.5M 0.49% +92,500 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 590,080 $31.5M 2.74% +13 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 578,421 $30.9M 0.81% +412 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 558,737 $29.8M 0.25% +179,431 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 479,604 $26.5M 0.65% -7,295 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 478,898 $25.6M 0.01% +49,044 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 463,865 $24.8M 0.02% -143,062 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 430,817 $23M -138,392 Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 429,566 $22.9M 0.13% -25,980,088 13F-HR Timeline Group GOLDENTREE ASSET MANAGEMENT LP in group GOLDENTREE ASSET MANAGEMENT LP More: the full row for GOLDENTREE ASSET MANAGEMENT LP 424,886 $22.7M 1.23% +131,817 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 405,174 $21.6M 1.9% +11,754 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 372,208 $19.9M 4.97% -1,747 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 366,713 $19.6M 0.02% -190,967 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 354,526 $18.9M 0.39% +5,008 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 353,420 $18.9M 0.5% -53,894 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 339,005 $18.1M 0.06% +136,634 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 323,639 $17.3M 9.99% -32,425 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 311,445 $16.6M 0.5% +11,600 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 300,765 $16.1M 0.2% +97,465 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 280,102 $14.9M 0.02% -1,233 13F-HR/A Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 274,980 $14.7M 0.3% -89,411 13F-HR Timeline WALNUT PRIVATE EQUITY PARTNERS, LLC More: the full row for WALNUT PRIVATE EQUITY PARTNERS, LLC 257,500 $13.7M 7.99% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 256,752 $13.7M 1.4% +443 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 252,688 $13.5M 0.71% +10,963 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 246,265 $13.1M 0.11% +151 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 236,462 $12.6M 0.01% new 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 227,482 $12.1M 0.59% +9,100 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 224,310 $12M <0.01% -18,140 13F-HR Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 219,789 $11.7M 2.93% 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 218,032 $11.6M 2.22% +15,551 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 216,960 $11.6M 0.06% +102,358 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 209,589 $11.2M 1.47% 0 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 209,438 $11.2M 3.49% -289,562 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 200,517 $10.7M 0.01% -23,543 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 197,417 $10.5M <0.01% -26,416 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 195,035 $10.4M 0.06% -1,592 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 189,494 $10.1M 0.23% +2,550 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 189,137 $10.1M 0.02% -663 13F-HR/A Timeline Group AVENIR CORP More: the full row for AVENIR CORP 186,892 $9.97M 1.08% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 176,549 $9.42M 0.33% -3,000 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 175,835 $9.38M 0.04% 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 173,325 $9.25M +6,537 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 172,520 $9.21M 0.06% +166,445 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 169,976 $9.07M 0.77% +3,161 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 168,513 $8.99M +108,076 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 159,677 $8.52M 0.02% +74,974 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 157,932 $8.43M 0.14% +8,565 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 157,189 $8.39M 0.01% +34,769 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 156,208 $8.34M 0.01% -37,301 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 154,299 $8.23M 0.1% +1,297 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 152,998 $8.17M -4,853 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 150,746 $8.05M 0.01% +18,579 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 146,090 $7.8M 0.61% +2,589 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 142,821 $7.62M 1.2% +2,500 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 142,300 $7.59M 0.74% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 141,610 $7.56M <0.01% -441,982 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 137,665 $7.35M 0.09% +7,388 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 131,336 $7.3M 1.91% -3,453 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 132,053 $7.05M 0.1% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 134,640 $7.03M 0.01% +13,418 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 131,474 $7.02M 0.12% +34,671 13F-HR/A Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 116,567 $6.22M 0.3% +31,500 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 114,423 $6.11M <0.01% +1,400 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 107,756 $5.75M 0.01% +32,452 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 103,351 $5.52M 0.07% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 100,536 $5.37M 0.02% +11,506 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 99,945 $5.33M 1.37% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 99,312 $5.3M 2.96% +1,999 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 99,305 $5.3M 0.01% +11,883 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 94,400 $5.04M 0.36% +7,600 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 93,590 $4.99M 0.17% +10,180 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 90,397 $4.82M 1.02% -18,000 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 87,670 $4.68M 0.28% +3,275 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 87,244 $4.66M 0.39% +4,806 13F-HR Timeline PPM AMERICA INC/IL More: the full row for PPM AMERICA INC/IL 87,200 $4.65M 42.59% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 86,625 $4.62M 0.02% +6,385 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 83,210 $4.44M 0.01% +639 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 80,850 $4.31M 1.46% -573 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 80,413 $4.29M 0.01% +3,578 13F-HR Timeline FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 78,997 $4.22M -41,963 Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 76,557 $4.09M 0.02% +56,729 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 75,091 $4.01M 0.72% +17,042 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 74,284 $3.96M 0.01% -1,887 13F-HR Timeline Group Castellan Group More: the full row for Castellan Group 71,444 $3.81M 0.48% +3,414 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 71,318 $3.81M 0.73% +2,826 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 71,200 $3.8M 2.26% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 67,641 $3.61M 0.58% 0 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 67,000 $3.58M 1.35% 0 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 66,588 $3.55M 0.03% -10,023 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 66,239 $3.54M <0.01% -2,984 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 65,407 $3.49M 0.6% +1,413 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 65,353 $3.49M 0.01% -6,012 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 65,042 $3.47M <0.01% +197 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 64,722 $3.45M <0.01% -179,882 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 62,403 $3.45M 0.47% 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 63,321 $3.38M 0.73% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 62,977 $3.36M 0.8% +757 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 61,770 $3.3M 0.04% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 63,404 $3.23M 0.01% +1,416 13F-HR Timeline Group Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 60,308 $3.22M 0.16% +5,283 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 59,583 $3.18M 0.02% 0 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 58,698 $3.13M 0.03% +4,803 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 57,866 $3.09M 0.02% -3,675 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 56,267 $3M 0.01% -3,130 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 55,750 $2.98M <0.01% +18,935 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 55,697 $2.97M 1.05% -1,195 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 54,285 $2.9M 0.04% +7,497 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 53,112 $2.83M 0.08% -7,510 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 53,031 $2.83M 0.03% -1,200 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 50,391 $2.69M 1.63% -13,666 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 50,369 $2.69M +530 Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 50,000 $2.67M 0.08% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 49,171 $2.62M 0.06% +548 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 47,091 $2.51M <0.01% -11,749 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 46,729 $2.49M 0.36% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 46,308 $2.47M 0.12% +6,530 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46,302 $2.47M 0.01% +1,608 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 46,177 $2.46M 0.36% +11,765 13F-HR/A Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 44,734 $2.39M 0.28% +10,890 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 44,719 $2.39M +24,818 Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 44,463 $2.37M 0.69% +1,815 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 43,951 $2.35M 0.01% +1,127 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 43,776 $2.34M 0.18% -509 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 43,735 $2.33M 0.01% +14,687 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 43,256 $2.31M 0.05% -9,790 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 43,234 $2.31M 0.02% +24,107 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 42,473 $2.27M 0.57% +900 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 42,400 $2.26M 0.02% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 42,117 $2.25M 0.02% -2,196,747 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 41,346 $2.21M 1.3% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 41,225 $2.2M 0.01% -1,250 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 40,075 $2.14M 0.37% +2,704 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 40,000 $2.13M 0.76% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 39,193 $2.09M 0.04% -34 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 39,144 $2.09M 0.01% -4,320 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 39,048 $2.08M 0.29% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 39,045 $2.08M 0.19% +3,580 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 38,861 $2.07M 0.07% -207 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 38,576 $2.06M 0.01% +12,333 13F-HR Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 38,087 $2.03M 1.64% -700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 37,544 $2M 0.02% +6,562 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 37,480 $2M <0.01% +23,141 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 37,432 $2M 0.38% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 37,144 $1.98M 0.01% +2,602 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 35,900 $1.92M 1.31% +13,840 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 35,765 $1.91M 0.18% -68,539 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 35,627 $1.9M 0.95% -636 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 35,346 $1.89M 0.51% -560 13F-HR/A Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 35,155 $1.88M <0.01% +4,072 13F-HR Timeline Northern Right Capital Management, L.P. More: the full row for Northern Right Capital Management, L.P. 35,038 $1.87M 0.49% -12,312 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 34,300 $1.83M 0.33% +11,800 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 33,775 $1.8M 0.06% +11,582 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 33,520 $1.79M 0.03% -587 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 32,346 $1.73M 0.08% -1,417 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31,912 $1.7M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,700 $1.69M 0.03% +511 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 31,277 $1.67M <0.01% +25,657 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 31,261 $1.67M 0.04% new 13F-HR Timeline Group