ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 70,510,853 $1.57B 7.36% -2,596,217 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 33,326,777 $742M 0.06% -58,785 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 20,183,446 $449M 1.47% +1,442,644 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 17,708,480 $394M 0.47% +656,898 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,960,527 $355M 0.04% -580,280 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 13,603,422 $303M 3.08% +2,810,890 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,887,631 $242M 0.01% -513,407 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 10,573,436 $235M +1,804,581 Timeline KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 6,191,802 $138M 2.7% -8,834 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,968,377 $110M 0.01% +1,062,055 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/ 3,949,624 $87.9M 0.01% -952,531 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,781,949 $84.2M 0.1% +19,960 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 3,625,784 $80.7M 9.31% 0 13F-HR Timeline BERKLEY W R CORP More: the full row for BERKLEY W R CORP 3,184,307 $70.9M 3.48% +500,000 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,995,408 $66.7M 5.21% -94,584 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,992,424 $66.6M 1.77% +190,823 13F-HR Timeline Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 2,670,671 $59.4M 0.05% 0 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,616,369 $58.2M 2.09% -37,316 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,462,778 $54.8M 0.03% -872,347 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 2,422,915 $53.9M 0.07% -1,268,520 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,334,287 $52M 0.02% +1,327 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,200,185 $49M 1.62% -65,800 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,979,254 $44.1M 0.07% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,883,597 $41.9M 0.01% 0 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,874,595 $41.7M 0.08% -377,039 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,676,900 $37.3M 0.35% -100,000 13F-HR/A Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,657,477 $36.9M 0.09% 0 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 1,604,386 $35.7M 0.07% +819,307 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,512,541 $33.7M 0.25% -25,686 13F-HR Timeline Group Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 1,310,687 $29.2M 0.46% -13,205 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,264,189 $28.1M 0.86% +48,333 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,260,660 $28.1M <0.01% -304,949 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,230,349 $27.4M 5.6% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,054,411 $23.5M 0.02% +37,976 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,036,399 $23.1M 0.01% +572,387 13F-HR Timeline Group Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 995,956 $22.2M 0.13% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 987,394 $22M 0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 863,186 $19.2M 0.01% +23,389 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 834,226 $18.6M <0.01% +74,947 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 823,061 $18.3M 2.08% 0 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 774,913 $17.2M 0.06% +199,296 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 753,200 $16.8M 0.3% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 700,847 $15.6M 0.05% +398,404 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 672,189 $15M 0.32% +6,326 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 660,898 $14.7M 0.02% +6,632 13F-HR Timeline Group WALNUT PRIVATE EQUITY PARTNERS, LLC More: the full row for WALNUT PRIVATE EQUITY PARTNERS, LLC 602,300 $13.4M 7.25% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 592,342 $13.2M 0.08% -30,453 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 565,825 $12.6M 0.28% -13,223 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 553,859 $12.3M <0.01% -20,748 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 528,931 $11.8M 2.21% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 517,508 $11.5M <0.01% -99,562 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 500,040 $11.1M 0.13% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 457,617 $10.2M 0.05% -67,995 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 450,960 $10M 0.15% +14,331 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 446,981 $9.95M <0.01% -901 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 441,158 $9.82M 0.17% +22,296 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 438,234 $9.76M 0.01% +4,420 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 421,993 $9.39M 0.06% +419,033 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 419,000 $9.33M 3.29% +6,500 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 403,256 $8.98M 0.29% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 364,794 $8.12M <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 361,484 $8.05M <0.01% -1,753 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 317,624 $7.07M 0.01% -89,556 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 281,020 $6.26M 0.01% +45,200 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 259,041 $5.77M 0.07% +2,800 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 253,823 $5.65M 0.5% -330 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 217,769 $5.38M 0.11% +12,546 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 231,686 $5.16M <0.01% -1,686 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 230,115 $5.12M 0.01% +19,875 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 226,214 $5.04M 0.01% +76,173 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 220,043 $4.9M <0.01% +25 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 216,313 $4.82M 0.02% -14,510 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 212,753 $4.74M 0.27% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 211,034 $4.7M 0.14% -3,393 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 210,249 $4.68M <0.01% +4,789 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 200,924 $4.47M 0.2% +8,117 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 197,015 $4.39M <0.01% -1,044 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 194,799 $4.34M 0.11% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 184,549 $4.11M +12,487 Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 182,065 $4.05M 0.55% +450 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 180,013 $4.01M 0.02% +8,732 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 174,921 $4M 0.01% +19,839 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 176,691 $3.93M 0.01% +872 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 174,230 $3.88M 1.67% +14,663 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 171,300 $3.81M 0.72% -11,000 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 149,464 $3.61M 2.03% +40,722 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 155,119 $3.45M <0.01% -960 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 147,028 $3.27M <0.01% -20,877 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 145,878 $3.25M 2.09% +19,208 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 145,146 $3.23M <0.01% +111,182 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 145,052 $3.23M <0.01% +100 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 143,410 $3.19M <0.01% -174 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 139,680 $3.11M 0.01% +18,465 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 134,897 $3M <0.01% -74,198 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 126,563 $2.82M 0.03% -200,600 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 123,225 $2.74M <0.01% +3,738 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 118,858 $2.65M 0.29% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 114,836 $2.56M <0.01% -25,273 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 111,307 $2.48M 0.36% +1,449 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 111,303 $2.48M 0.84% +278 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 109,773 $2.44M 0.2% -1,429 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 109,691 $2.44M 0.19% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 109,102 $2.43M 0.15% -76 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 107,050 $2.38M 0.09% -32,693 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 106,169 $2.36M 0.02% -459 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 105,324 $2.34M 0.03% +15,115 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 105,300 $2.34M 0.1% +50,000 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 104,710 $2.33M 0.45% -6,703 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 103,094 $2.29M 1.14% -486 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 100,720 $2.24M 0.03% 0 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 98,995 $2.2M 0.01% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 95,397 $2.12M 0.29% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 94,714 $2.11M 0.01% +11,174 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 92,562 $2.06M 0.04% -16,141 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 92,081 $2.05M 0.01% -4,294 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 89,620 $1.99M 0.02% +156 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 89,069 $1.98M 0.17% +59,815 13F-HR Timeline Elemental Capital Partners LLC More: the full row for Elemental Capital Partners LLC 88,760 $1.98M 0.41% +76,007 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 87,636 $1.95M <0.01% +77,384 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 87,542 $1.95M 0.03% 0 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 85,800 $1.91M 0.55% -6,300 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 84,984 $1.89M <0.01% +7,136 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 84,800 $1.89M 0.03% +6,521 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 84,518 $1.88M 0.01% +54,492 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 82,916 $1.85M <0.01% -15,604 13F-HR Timeline Mountain Lake Investment Management LLC More: the full row for Mountain Lake Investment Management LLC 81,960 $1.82M 1.14% -4,277 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 72,874 $1.62M <0.01% -1,200 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 70,459 $1.57M 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 70,004 $1.56M 0.04% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 67,182 $1.5M 0.02% -191 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 66,118 $1.47M 1.19% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 64,781 $1.44M 0.01% -3,017 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 63,547 $1.41M 0.29% -2,664 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 63,089 $1.4M <0.01% -3,683 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 62,572 $1.39M 0.02% +1,303 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 62,549 $1.39M 0.4% 0 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 59,634 $1.39M <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 62,409 $1.39M 0.02% -448 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 60,635 $1.35M 0.01% -725 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 59,426 $1.32M <0.01% -18,115 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 58,887 $1.31M 0.01% +3,824 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 57,295 $1.28M 0.01% +173 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 57,145 $1.27M 0.01% +330 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 57,145 $1.27M 0.02% +329 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 57,047 $1.27M 0.19% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 56,633 $1.26M 0.69% -342 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 56,532 $1.26M 0.1% +620 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 56,500 $1.26M 0.21% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 56,172 $1.25M 0.13% +1,371 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,945 $1.18M <0.01% +7,149 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 50,885 $1.13M 0.06% +2,000 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 50,599 $1.13M 0.51% -1,659 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 50,162 $1.12M 0.09% -2,232 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 50,000 $1.11M <0.01% +45,664 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 50,000 $1.11M 0.01% 0 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 46,634 $1.04M 0.53% -4,313 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 46,200 $1.03M 0.36% +31,500 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 46,083 $1.03M <0.01% +14,062 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 45,348 $1.01M 0.01% +1,110 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 44,238 $985K 0.09% +46 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 42,978 $957K <0.01% +4,156 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 42,000 $935K 0.05% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 40,900 $910K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 38,552 $858K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 38,025 $846K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36,498 $812K 0.01% +463 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 35,769 $811K 0.01% +2,080 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 35,549 $791K 0.02% -5,284 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 35,279 $785K 0.52% -4,200 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 34,686 $772K 0.04% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 34,221 $762K 0.01% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 34,055 $758K 0.19% -922 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 32,750 $729K 0.44% -50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 32,696 $728K 0.02% +2,789 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 31,835 $709K <0.01% +1,834 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,635 $704K <0.01% +3,196 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 30,124 $671K 0.01% +509 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 29,766 $663K 0.15% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,701 $661K <0.01% -349 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 29,646 $660K 0.02% +196 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 29,640 $660K 0.08% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 29,500 $657K 0.02% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 29,239 $651K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,400 $632K <0.01% -1,714 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 28,357 $631K <0.01% +500 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 28,105 $626K 0.03% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 27,827 $619K 0.01% -1,501 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,163 $605K 0.01% +403 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 27,017 $601K 0.43% +586 13F-HR/A Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,659 $571K 0.05% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,343 $564K <0.01% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 25,100 $559K <0.01% 0 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 24,485 $545K 0.09% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 24,396 $545K 0.01% -600 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,400 $543K 0.09% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 24,400 $543K 0.03% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 24,366 $542K 0.04% -58,088 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,313 $541K 0.01% +8 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,658 $527K <0.01% +294 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 23,629 $526K <0.01% -9,585 13F-HR Timeline