ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 34,774,726 $1.37B 7.61% +98,819 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 24,292,437 $954M 0.15% +81,183 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 9,047,801 $355M 1.52% -121,678 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,625,837 $339M 0.05% +357,610 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7,642,081 $300M 0.48% new 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 7,375,184 $290M 3.74% -41,586 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,537,002 $257M 0.19% -32,623 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,859,619 $230M 9.41% -934,853 13F-HR Timeline KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 3,418,843 $134M 2.96% -10,292 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,336,058 $131M 0.03% -356,730 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,750,036 $108M 0.01% +565,585 13F-HR/A Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 2,232,943 $87.7M 0.07% 0 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/ 1,872,394 $73.6M 0.01% +445,663 13F-HR/A Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,848,305 $72.6M 0.52% +39,903 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 1,480,497 $58.2M 1.77% +11,218 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,467,506 $57.7M 8.32% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,452,851 $57.1M <0.01% -410,416 13F-HR/A Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,397,220 $54.9M 2.1% -528,730 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,357,697 $53.3M 4.09% -683 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,270,900 $49.9M 2.83% +67,000 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,055,741 $41.5M 0.03% +236,831 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,027,865 $40.4M 0.01% +92,728 13F-HR/A Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,045,716 $39.2M 4.85% -491,203 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 985,718 $38.7M 9.18% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 971,177 $38.2M 0.03% +875 13F-HR Timeline Group BERKLEY W R CORP More: the full row for BERKLEY W R CORP 887,163 $34.9M 2.25% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 809,068 $31.8M 0.05% -216 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 752,441 $29.6M 0.01% +25,808 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 575,809 $22.6M 0.71% +36,438 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 567,083 $22.3M 0.01% +33,583 13F-HR Timeline Group FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 501,897 $19.7M -13,944 Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 464,840 $18.3M 0.37% -7,580 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 459,754 $18.1M 0.07% +272,186 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 453,000 $17.8M 4.21% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 400,879 $15.8M 4.77% +32,943 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 395,716 $15.5M 0.01% -189,988 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 327,105 $12.9M 1.66% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 306,738 $12.1M 0.12% -9,327 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 301,032 $11.8M 1.07% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 288,044 $11.3M <0.01% +79,792 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 279,824 $11M 0.14% +168,379 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 278,850 $11M <0.01% +1,732 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 274,479 $10.8M 2.94% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 270,864 $10.6M 0.01% -103,500 13F-HR Timeline Group Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 228,586 $8.98M 4.92% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 214,817 $8.44M 0.08% +7,487 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 200,303 $7.87M 0.1% +68,942 13F-HR Timeline Group Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 200,000 $7.86M 3.66% -5,000 13F-HR/A Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 197,949 $7.78M 0.16% +22,689 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 190,838 $7.5M 0.08% +68,139 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 186,853 $7.34M 0.12% +29,754 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 175,487 $6.89M <0.01% -1,000 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 172,718 $6.79M 0.32% +50,019 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 166,198 $6.53M 0.16% -10,125 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 161,814 $6.36M <0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 156,600 $6.15M 0.01% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 147,641 $5.8M 0.17% +10,146 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 146,457 $5.75M 0.31% +4,027 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 140,744 $5.53M 0.03% +54,875 13F-HR/A Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 142,952 $5.39M 1.15% +8,378 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 127,150 $5M 1% -5,000 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 123,228 $4.84M 0.01% +50,481 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 119,770 $4.71M 0.16% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 110,055 $4.32M 0.12% +11,038 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 109,841 $4.32M 0.01% +20,422 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 108,000 $4.24M 0.77% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 97,441 $3.83M <0.01% -4,036 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 94,316 $3.71M <0.01% -810,045 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 94,101 $3.7M 0.06% +77 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 92,387 $3.63M 0.02% +12,600 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 85,481 $3.36M 0.02% +1,768 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 82,784 $3.25M 0.01% +49,447 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 81,233 $3.19M +7,682 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 79,931 $3.14M <0.01% +4,557 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 78,112 $3.06M <0.01% +20,420 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 76,149 $2.99M 0.58% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 72,452 $2.85M 0.02% +4,408 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 68,900 $2.71M <0.01% -2,889 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 66,200 $2.6M 0.26% -200 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 65,409 $2.57M <0.01% +890 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 62,044 $2.44M 0.43% -2,565 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 56,830 $2.23M 0.01% -3,937 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,558 $2.18M 0.01% -576 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 54,600 $2.15M 1.12% -5,475 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 54,246 $2.13M 0.01% +25,066 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 54,002 $2.12M <0.01% -28,089 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,737 $2.07M <0.01% +31,299 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 52,500 $2.06M 0.68% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 52,215 $2.05M 0.16% -12,952 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,957 $2.04M <0.01% +1,889 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 49,883 $1.96M 0.28% +4,939 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 49,440 $1.94M 0.05% -20,820 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 $1.87M 0 Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 46,862 $1.84M 0.07% +1,942 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 46,156 $1.81M 0.06% +382 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 45,708 $1.8M <0.01% -8,570 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 44,860 $1.76M <0.01% -379 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 44,157 $1.73M 0.06% -2,430 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 43,649 $1.72M <0.01% -6,786 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 42,855 $1.68M 0.09% +2,561 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 42,150 $1.66M 1.11% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 37,298 $1.47M <0.01% +30,420 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 36,882 $1.45M 0.13% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 36,539 $1.44M 0.01% -5,185 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 36,365 $1.43M 0.24% +2,450 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 36,007 $1.41M 0.49% +5,003 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 35,610 $1.4M 0.01% +1,887 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 35,075 $1.38M 0.03% +2,606 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 34,900 $1.37M 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 34,291 $1.35M <0.01% -1,434 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 33,973 $1.33M 0.01% -58 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,953 $1.33M <0.01% +4,445 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 33,615 $1.32M 0.86% -59 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 33,603 $1.32M <0.01% +23,886 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 30,238 $1.19M <0.01% +698 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30,500 $1.18M 0.03% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,930 $1.18M <0.01% -6,154 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 29,747 $1.17M 0.03% -3,933 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 29,537 $1.16M 0.03% 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 28,467 $1.12M 0.06% +2,719 13F-HR Timeline Group BWM Planning, LLC More: the full row for BWM Planning, LLC 28,325 $1.11M 0.33% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 27,881 $1.1M <0.01% +2,878 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,790 $1.05M 0.02% +408 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 26,490 $1.04M <0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,542 $1M 0.03% +14,577 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 25,529 $1M 0.02% +658 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 25,000 $982K 0.38% 0 13F-HR Timeline Group SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 24,554 $965K 1.9% +377 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 24,357 $957K 0.01% +1,328 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 23,945 $941K <0.01% +16,000 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,956 $902K <0.01% +364 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,209 $873K <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,097 $868K 0.02% -395 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,597 $849K <0.01% -74,085 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,574 $837K 0.02% -1,024 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 21,178 $832K 0.61% +5,530 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 21,000 $825K 0.34% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,232 $795K <0.01% +7,825 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 19,949 $784K 0.04% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,275 $718K 0.09% +52 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 17,847 $701K 0.05% -425 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 17,604 $692K <0.01% +2,002 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,186 $676K <0.01% +7,535 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,154 $674K <0.01% +5,131 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 16,735 $658K 0.11% -2,397 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 16,713 $657K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,504 $648K 0.01% -8,252 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 15,517 $610K 0.02% +359 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,161 $591K 0.01% +5,368 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 14,864 $584K 0.31% -258 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 14,600 $574K 0.4% +3,000 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,887 $546K 0.02% +972 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 13,450 $528K 0.04% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,452 $515K 0.01% -3,900 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,800 $503K 0.01% +6,900 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,665 $497K 0.01% -1,000 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,068 $474K 0.02% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,960 $470K 0.01% -497 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,635 $457K 0.05% +1,275 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,212 $441K 0.01% +23 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,141 $438K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,820 $425K 0.01% -506 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,698 $420K 0.05% -253 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,603 $417K 0.03% -3 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,340 $406K 0.02% 0 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 10,273 $404K <0.01% +936 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 10,000 $393K 0.03% +1,500 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $393K 0.16% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 9,874 $388K 5.39% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,794 $385K -142,213 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,732 $382K <0.01% +16 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,720 $382K 0.03% +650 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 9,700 $381K 2.27% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 9,612 $370K 0.17% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,260 $364K <0.01% -8,130 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,020 $354K 0.01% +462 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,950 $352K 0.03% +2,650 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,684 $341K 0.09% +107 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,495 $334K 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,464 $333K 0.01% -2,293 13F-HR/A Timeline Mountain Lake Investment Management LLC More: the full row for Mountain Lake Investment Management LLC 8,363 $329K 0.24% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,252 $324K <0.01% new 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 8,195 $315K 0.01% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 8,000 $314K 0.13% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,900 $310K <0.01% +304 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,828 $308K 0.01% +164 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,700 $303K 0.06% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 7,500 $295K 0.04% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,450 $293K 0.01% 0 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 7,403 $291K <0.01% +12 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,324 $288K 0.02% -49 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,022 $276K <0.01% +254 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,954 $273K 0.07% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,932 $272K 0.12% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,884 $270K 0.07% 0 13F-HR/A Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,697 $263K 0.03% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,683 $263K <0.01% +722 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,500 $255K 0.11% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,400 $251K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,350 $249K 0.19% 0 13F-HR Timeline