Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 3,823,020 $145M 10.65% +1,317,150 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,062,923 $78.2M <0.01% +1,803,292 13F-HR Timeline Group Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 897,285 $34M 19.14% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 619,453 $23.5M <0.01% +61,101 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 602,863 $22.9M 0.64% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 540,662 $20.5M 7.83% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 536,239 $20.3M 0.03% +440,178 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 536,226 $20.3M +27,632 Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 464,668 $17.6M 2.53% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 415,359 $15.8M 0.02% +8,099 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 411,283 $15.6M 0.02% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 387,723 $14.7M 4.92% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 352,756 $13.4M 1.9% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 342,365 $13M 5.22% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 316,533 $12M 5.71% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 286,134 $10.9M 0.81% +922 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 283,914 $10.8M 0.18% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 248,968 $9.44M 2.33% new 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 202,391 $7.63M 5.2% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 195,208 $7.4M 0.47% new 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 192,415 $7.3M 4.87% -10,474 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 188,600 $7.15M 5.44% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 176,511 $6.7M 0.01% new 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 159,965 $6.07M 0.88% +365 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 156,601 $5.94M 2.5% -11,578 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 154,330 $5.85M 0.62% new 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 152,559 $5.79M 0.02% +24,210 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 145,868 $5.53M 0.01% +19,933 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 140,927 $5.35M 0.07% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 132,014 $5.01M <0.01% +29,734 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 116,125 $4.4M 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 106,349 $4.03M 0.07% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 101,501 $3.85M <0.01% -274,520 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 99,222 $3.76M <0.01% +90,990 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 92,758 $3.52M 0.04% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 89,183 $3.38M <0.01% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 88,324 $3.35M 0.01% +80,824 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 88,034 $3.34M 0.12% +15,070 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 85,885 $3.26M 0.02% +6,884 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 85,743 $3.25M 2.66% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 78,449 $2.98M 4.55% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 74,732 $2.83M 0.04% new 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 69,437 $2.63M 0.36% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 63,061 $2.39M 1% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 62,374 $2.37M <0.01% +5,629 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 62,331 $2.36M 0.18% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 60,510 $2.3M 0.04% +45,246 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 70,922 $2.28M <0.01% new 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 57,642 $2.19M 0.35% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 56,416 $2.14M 0.24% -2,569 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 55,000 $2.07M 3.64% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 51,729 $2.01M 0.31% +27,785 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 47,897 $1.82M 0.37% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 46,049 $1.75M 0.02% +12,292 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,452 $1.67M 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 40,624 $1.59M 0.1% -6,551 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 41,784 $1.58M 0.54% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 37,628 $1.41M 0.86% -37,997 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 37,000 $1.4M 0.57% -18,000 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 36,211 $1.37M 0.04% -1,385 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 35,007 $1.27M 0.72% +1,950 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 31,109 $1.18M 1.19% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 28,392 $1.08M 0.06% +9,050 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 26,522 $1.01M <0.01% -9,592 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 26,400 $1M <0.01% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 26,653 $998K 0.18% -24,090 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 25,174 $955K 0.01% -33,180 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 23,000 $872K 0.15% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 21,500 $815K 0.1% +8,500 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 21,337 $809K 0.49% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 20,027 $760K 0.02% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,613 $744K <0.01% +2 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,187 $728K 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,888 $641K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 16,886 $640K 0.02% -371 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 16,722 $634K 0.01% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 15,883 $602K 0.06% +699 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,919 $582K <0.01% +11,542 13F-HR/A Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,000 $569K <0.01% 0 13F-HR Timeline Savior LLC More: the full row for Savior LLC 13,635 $517K 1.85% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,950 $487K 0.03% -8,125 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,750 $484K 0.03% +250 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,649 $480K 0.01% +3,867 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,547 $476K 0.1% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,500 $474K <0.01% 0 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 12,000 $455K 0.01% 0 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 11,710 $444K 0.15% +4,715 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 11,635 $441K 0.04% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,619 $441K <0.01% +1,576 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,439 $434K <0.01% new 13F-HR/A Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 10,691 $406K 0.13% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 10,552 $400K 0.09% -569 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,381 $394K 0.01% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 10,000 $379K 0.01% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 9,304 $353K 0.72% new 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 8,500 $322K 0.09% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,803 $296K <0.01% -15,670 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,408 $281K 0.02% -710 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,372 $280K <0.01% -5,674 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,000 $266K 0.01% new 13F-HR Timeline Group EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 7,000 $266K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,000 $266K 0.01% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 6,936 $263K 0.14% 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/ 6,900 $262K <0.01% +6,775 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,500 $247K 0.01% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,250 $237K 0.02% -797 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,155 $233K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,599 $211K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,401 $205K 0.01% +5,229 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,946 $188K <0.01% +4,891 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 4,000 $152K <0.01% -9,000 13F-HR/A Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,750 $104K <0.01% 0 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,500 $95K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,500 $93.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,788 $67.8K <0.01% +2 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,775 $67.3K 0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,370 $53.5K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,087 $41.2K <0.01% -167,179 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 1,000 $37.9K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 941 $35.7K <0.01% -118 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 800 $30.3K <0.01% -900 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 725 $27.5K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 688 $26.1K <0.01% +75 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 669 $25.4K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 538 $20.4K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 410 $15.6K 0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 399 $15.1K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 381 $14.5K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 200 $7.59K <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 118 $4.25K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 110 $4.17K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 104 $3.94K <0.01% -358 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 100 $3.79K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 88 $3.34K <0.01% -2,290 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 69 $2.61K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58 $2.2K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 34 $1.29K <0.01% -1,488 13F-HR Timeline Group MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 30 $1.14K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 24 $910 <0.01% new 13F-HR/A Timeline Group Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 19 $721 <0.01% 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18 $683 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 7 $266 <0.01% +6 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3 $114 <0.01% -3 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.