ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 33,824,487 $1.39B 8.03% +2,400,891 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 24,417,770 $1B 0.19% +1,608,609 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 10,410,565 $426M 1.87% -4,851,718 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,658,988 $355M 0.07% +149,833 13F-HR/A Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 7,930,425 $325M 3.93% -133,664 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. 7,428,847 $304M 0.65% +155,661 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 6,722,013 $275M 10.61% -33,374 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,658,117 $273M 0.23% -173,449 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 4,575,487 $187M 4.14% -15,099 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,263,460 $134M 0.03% -227,800 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,852,321 $117M 0.01% -827,882 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,372,430 $97.2M 4% -61,650 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,356,287 $96.5M 0.01% +726,980 13F-HR Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 2,324,043 $95.2M 0.08% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,871,244 $76.6M 0.58% -898,143 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 1,467,506 $60.1M 8.35% 0 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 1,427,187 $58.5M 1.86% -140,010 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,357,630 $55.6M 4.71% -40,150 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,333,624 $54.6M 3.37% +53,027 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/ 1,304,268 $53.4M <0.01% +305,919 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,054,967 $43.2M 0.02% -349,414 13F-HR/A Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 985,718 $40.4M 9.85% +468,303 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 977,354 $40M 0.03% -72,625 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 780,908 $32M 0.03% -4,188 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 768,494 $31.5M 0.01% +53,450 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 759,267 $31.1M 0.04% -924,523 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 846,520 $29.6M 0.06% -177,627 13F-HR Timeline Group FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 592,150 $24.3M -31,974 Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 588,038 $24.1M 0.02% -89,167 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 509,737 $20.9M 0.01% +13,269 13F-HR Timeline Group RR Advisors, LLC More: the full row for RR Advisors, LLC 466,000 $19.1M 4.56% -11,000 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 461,365 $18.9M 0.39% +108,021 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 437,971 $17.9M 0.74% +52,880 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 425,434 $17.4M 0.2% -185,749 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 377,364 $15.5M 0.02% +7,900 13F-HR Timeline Group Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 367,336 $15M 5.58% -7,200 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 367,330 $15M <0.01% +354,329 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 323,781 $13.3M 1.82% 0 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 312,196 $12.8M 2.84% +10,341 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 312,196 $12.8M 0.16% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 301,032 $12.3M 1.36% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 258,794 $10.6M <0.01% +31,687 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 274,479 $9.76M 3.4% 0 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 227,773 $9.33M 5.1% -900 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 213,571 $8.75M 0.16% -1,489 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 211,442 $8.66M <0.01% -914 13F-HR/A Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 186,932 $7.66M 0.3% +50,193 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 176,673 $7.24M 0.24% -16,930 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 169,796 $6.95M +86,275 Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 164,596 $6.74M 0.16% +4,503 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 161,650 $6.62M 1.34% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 156,600 $6.41M 0.01% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 156,000 $6.39M 0.04% -364,187 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 147,528 $6.04M 0.23% -2,053 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 139,207 $5.7M 0.36% +2,929 13F-HR Timeline Group NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 139,050 $5.7M 0.54% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 134,076 $5.49M 0.1% +29,192 13F-HR/A Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 119,770 $4.91M 0.16% +2,070 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 118,842 $4.87M <0.01% -46,182 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 117,823 $4.83M <0.01% -313,383 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 108,000 $4.42M 2.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 103,505 $4.24M 0.01% +5,497 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 101,675 $4.16M 0.03% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 97,852 $4.01M 0.01% -636 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 94,024 $3.85M 0.11% +47 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 88,513 $3.63M 0.11% +15,313 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 85,270 $3.49M 0.12% -58,180 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 85,017 $3.48M 0.02% +65,776 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 83,713 $3.43M 0.02% -575 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 76,383 $3.13M <0.01% -66,494 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 72,239 $2.96M <0.01% -9,250 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 70,300 $2.88M 0.35% -1,250 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 66,487 $2.72M <0.01% +1,000 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 64,577 $2.65M 0.5% -1,075 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 64,124 $2.63M 0.33% +25,004 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,202 $2.47M 0.01% +19,290 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 59,722 $2.45M 0.01% +8,022 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 58,395 $2.39M -2,706 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 58,099 $2.38M 0.02% +9,793 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,576 $2.36M <0.01% +8,776 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 56,390 $2.31M 1.28% -7 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 53,346 $2.19M 0.01% +18 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 53,144 $2.18M 0.01% -16,222 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,450 $2.15M <0.01% +10,156 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 49,297 $2.02M 0.09% -1,341 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 48,981 $2.01M 0.01% -1,685 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 47,697 $1.95M -1,775 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 45,506 $1.86M 0.08% +3,605 13F-HR/A Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 45,076 $1.85M <0.01% +2,464 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 44,944 $1.84M 0.32% +9,904 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 43,972 $1.8M 0.07% +10,172 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 41,654 $1.71M 0.03% +2,463 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,276 $1.69M <0.01% +11,341 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 41,150 $1.69M 1.43% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 39,820 $1.63M 0.01% +4,643 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 39,363 $1.61M 0.1% +5,939 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 39,251 $1.61M 0.02% -19,419 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 36,834 $1.51M 0.01% -2,069 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 34,485 $1.41M 0.01% +415 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 34,425 $1.41M <0.01% +7,555 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 33,946 $1.39M 0.95% -10,806 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,327 $1.37M 0.01% +7,058 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 33,278 $1.36M 0.01% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 31,720 $1.3M 0.29% -766 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 30,581 $1.25M 0.11% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30,500 $1.25M 0.03% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 29,720 $1.22M 0.49% +1,490 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,462 $1.21M 0.04% -886 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 29,180 $1.2M 0.01% +20,943 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 28,775 $1.18M 0.01% -518 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 28,325 $1.16M 0.49% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,330 $1.12M <0.01% +5,977 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 26,490 $1.09M <0.01% +11,786 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,483 $1.08M <0.01% +2,485 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,113 $1.07M 0.02% +422 13F-HR Timeline Group AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 25,000 $1.02M 0.44% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24,756 $1.01M 0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 24,357 $997K 0.04% new 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 24,177 $990K 1.73% 0 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,492 $921K 0.03% -155 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 22,209 $911K 0.31% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,155 $907K <0.01% +542 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 21,731 $890K 0.01% +667 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 21,000 $860K 0.43% +4,040 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 19,795 $811K 0.41% -11,043 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 19,583 $802K 0.01% +1,165 13F-HR/A Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,025 $792K 0.03% -2,485 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 18,850 $772K 0.07% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,391 $753K <0.01% -6,087 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 18,360 $752K 0.08% +24 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,141 $743K 0.1% +45 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 18,006 $738K 0.02% +137 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 17,991 $737K 0.03% -7,679 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,971 $736K <0.01% -2,632 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,785 $688K 0.01% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 16,713 $685K 0.07% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 15,122 $619K 0.37% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 14,109 $578K 0.02% +301 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,665 $560K 0.01% -250 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 13,301 $545K 0.05% -14,705 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 12,977 $532K <0.01% -1,510 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 12,801 $524K 0.55% new 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,773 $523K 0.02% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,068 $494K 0.02% +518 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,000 $492K <0.01% -8,000 13F-HR Timeline Group Penbrook Management LLC More: the full row for Penbrook Management LLC 11,600 $475K 0.36% +5,200 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,249 $461K 0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,829 $444K <0.01% +5,316 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 10,733 $440K 0.02% new 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 10,621 $435K 0.04% -17,761 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,564 $433K 0.23% +225 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,341 $429K 0.01% +4,562 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,349 $424K 0.03% -469 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,340 $424K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,298 $422K 0.01% +3,111 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,215 $418K 0.06% +215 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,080 $413K <0.01% -3,201 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,000 $410K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $410K 0.25% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 9,874 $404K 7.02% -83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,274 $401K 0.07% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,311 $381K <0.01% -760 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,288 $380K 0.02% +2,958 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,260 $379K 0.01% -156 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,360 $372K 0.05% new 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 9,050 $371K 0.1% +1,050 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,020 $369K 0.01% -578 13F-HR Timeline 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 8,875 $364K <0.01% +2,356 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 8,559 $351K <0.01% +411 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,501 $348K 0.13% +71 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,468 $347K 0.01% -4,868 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,405 $344K <0.01% +1,729 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 8,013 $328K <0.01% +214 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,945 $325K <0.01% 0 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 7,858 $322K 0.03% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,700 $315K 0.07% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,509 $308K 0.02% +88 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,444 $305K <0.01% +977 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,293 $299K 0.03% 0 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 7,134 $292K <0.01% 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,932 $284K 0.14% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,836 $280K <0.01% +3 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,833 $280K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,816 $279K <0.01% 0 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,777 $278K <0.01% +1,092 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,573 $269K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,400 $262K <0.01% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,400 $262K 0.03% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,370 $261K 0.02% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,350 $260K 0.23% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,183 $253K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,195 $253K <0.01% new 13F-HR Timeline Group Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 6,100 $250K 0.15% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,081 $249K 0.01% +20 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,993 $245K <0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,300 $245K 0.03% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,956 $244K 0.01% +95 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,926 $243K <0.01% +503 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,879 $241K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,160 $239K 0.01% +100 13F-HR Timeline