SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 3,695,781 $55.4M 1.26% +166,303 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,762,922 $26.4M <0.01% +121,457 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 845,069 $12.7M <0.01% 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 686,981 $10.3M <0.01% +70,771 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 658,538 $9.86M 5.3% +208,822 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 572,209 $8.57M 0.03% +1,119 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/ 474,527 $7.11M <0.01% -25,422 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 412,790 $6.18M <0.01% -79,223 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 313,928 $4.7M 0.01% -259,922 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 312,217 $4.68M <0.01% +21,446 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 233,662 $3.49M <0.01% +30,702 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 156,775 $2.35M 0.07% -7,920 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 151,705 $2.27M <0.01% +3,126 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 119,688 $1.79M <0.01% +8,213 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 110,577 $1.66M 0.59% -3,601 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 108,432 $1.62M 1.43% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 79,858 $1.2M 0.04% -7,244 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 71,365 $1.07M <0.01% -8,357 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 67,381 $1.01M 0.06% new 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 57,348 $859K 0.01% -40,016 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 56,926 $853K <0.01% +38,214 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 52,000 $836K 0.47% -1,150 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 54,881 $822K 0.67% +1,442 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 49,536 $742K <0.01% +8,408 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 48,425 $725K <0.01% -3,804 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 48,421 $725K <0.01% +9,730 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,865 $702K <0.01% +1,658 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 46,175 $692K 0.48% 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 44,278 $663K 0.01% +1,520 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 40,800 $611K 0.01% +3,500 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 34,470 $516K 0.01% new 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 34,470 $516K 0.24% new 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 33,690 $505K 0.03% new 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 33,212 $498K <0.01% +6,385 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 28,463 $473K 0.25% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 31,467 $471K 0.08% 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 31,270 $468K 0.42% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 29,880 $448K 0.27% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 28,923 $433K <0.01% +8,455 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 26,210 $393K <0.01% -744 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,641 $339K <0.01% +5,513 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 22,599 $339K 0.01% -852 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 18,715 $280K 0.23% 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 18,058 $271K 0.04% +120 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 18,000 $270K 0.17% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,800 $252K 0.01% -943 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,748 $251K <0.01% -1,813 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,094 $241K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,076 $241K 0.01% -561 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 14,968 $224K 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,691 $220K <0.01% -1,824 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 14,512 $217K 0.18% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 14,205 $213K <0.01% new 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 14,000 $210K 0.08% 0 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,700 $175K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,696 $175K 0.01% +100 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,553 $173K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,487 $172K <0.01% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 11,284 $169K 0.06% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,191 $168K <0.01% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,750 $161K 0.04% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,500 $157K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 8,329 $125K 0.08% -183 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,642 $99.5K <0.01% +60 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 6,161 $92.3K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,573 $53.5K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,800 $41.9K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,120 $16.8K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 890 $13.3K <0.01% -5,887 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 700 $10.5K <0.01% -1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 650 $9.74K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 600 $8.99K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 598 $8.96K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 506 $7.58K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 500 $7.49K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 321 $4.81K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 292 $4.37K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 198 $2.97K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 150 $2.25K <0.01% 0 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 62 $929 <0.01% -1,760 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $45 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $17 <0.01% -1,160 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.