ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 38,637,354 $1.59B 7.49% +3,562,997 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 24,047,585 $990M 0.1% +343,986 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. 8,869,816 $365M 0.5% +589,766 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 8,779,628 $361M 3.77% +240,453 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,758,512 $361M 0.05% -803,701 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,755,422 $360M 1.2% -2,337,473 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,283,710 $259M 0.2% -193,559 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,577,025 $230M 8.12% -78,480 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,550,365 $187M 0.01% -896,110 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 3,918,091 $161M 3.09% +16,998 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,722,596 $153M +220,759 Timeline Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 2,623,943 $108M 0.09% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,142,933 $88.2M 0.64% +2,099,796 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,107,090 $86.7M 0.06% +607,399 13F-HR Timeline Group CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,676,900 $69M 3.44% +136,000 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,587,500 $65.4M 0.4% +871,847 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 1,584,975 $65.3M 1.78% +93,543 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,577,806 $65M 7.69% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,490,494 $62M <0.01% -1,514,758 13F-HR/A Timeline Group BERKLEY W R CORP More: the full row for BERKLEY W R CORP 1,266,970 $52.2M 2.8% +379,807 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,234,879 $50.8M 4.77% +77,202 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,134,758 $46.7M 2.81% -203,896 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/ 1,128,284 $46.5M <0.01% -1,108,768 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,072,138 $44.1M 0.06% 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,063,920 $43.8M 1.58% -187,330 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,061,910 $43.7M 0.02% -798 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 983,944 $40.5M 0.04% +15,707 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 914,525 $37.7M 7.85% -174,994 13F-HR Timeline FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 907,827 $37.4M +253,478 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 838,555 $34.5M 0.01% +64,431 13F-HR/A Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 671,010 $27.6M 0.04% -9,874 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 669,100 $27.5M 0.11% 0 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 632,821 $26.1M 0.74% +13,550 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 555,727 $22.9M 0.01% -7,358 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 472,989 $19.5M 0.12% new 13F-HR/A Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 443,487 $18.3M 0.02% +210,209 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 442,189 $18.2M 0.86% +205,421 13F-HR/A Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 405,189 $16.7M 4.56% +3,550 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 403,313 $16.6M 0.04% -160,615 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 401,812 $16.5M 0.31% +31,820 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 392,259 $16.1M +103,654 Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 342,105 $14.1M 1.58% 0 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 319,415 $13.2M 0.01% -55,503 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 301,032 $12.4M 1.25% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 299,924 $12.3M <0.01% +7,028 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 294,750 $12.1M 0.18% -88,177 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 274,479 $11.3M 2.39% +1,287 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 269,657 $11.1M 0.09% -7,016 13F-HR Timeline Slotnik Capital, LLC More: the full row for Slotnik Capital, LLC 262,614 $10.8M 3.21% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 253,319 $10.4M 0.08% -102,424 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 249,581 $10.3M 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 242,458 $9.98M 0.17% +7,337 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 241,086 $9.93M <0.01% +7,444 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 217,674 $8.96M 0.18% -5,173 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 205,453 $8.5M 0.11% +4,429 13F-HR Timeline Group Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 206,361 $8.5M 7.75% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 200,250 $8.24M 1.85% 13F-HR/A Timeline Group RR Advisors, LLC More: the full row for RR Advisors, LLC 184,313 $7.59M 2.11% +2,871 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 169,744 $6.99M 0.08% +35,659 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 166,306 $6.85M 1.29% +10,363 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 162,617 $6.69M <0.01% +35,453 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 162,059 $6.67M 0.17% +1,012 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 158,167 $6.51M 0.14% -8,031 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 157,200 $6.47M 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 144,056 $5.93M 0.03% +6,212 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 140,475 $5.78M 0.15% +6,475 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 133,799 $5.51M 0.01% +13,474 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 129,976 $5.35M 0.02% +29,419 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 129,372 $5.33M 0.01% +14,766 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 110,711 $4.56M <0.01% +19,124 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 110,260 $4.54M 0.16% -9,510 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 108,000 $4.45M 0.83% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 104,295 $4.29M <0.01% +3,291 13F-HR Timeline PARAGON ASSOCIATES & PARAGON ASSOCIATES… More: the full row for PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 100,000 $4.12M 5.59% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 94,302 $3.88M 0.05% +1 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 91,650 $3.77M 0.74% -8,500 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 86,042 $3.54M <0.01% +8,313 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 85,481 $3.52M 0.02% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 83,078 $3.42M 0.01% +142 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 78,819 $3.24M 0.02% +24,573 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 77,303 $3.18M <0.01% +27,641 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 73,150 $3.01M 0.31% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 72,449 $2.98M 0.02% +568 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 71,793 $2.96M -3,460 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,584 $2.74M 0.01% +7,611 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 65,656 $2.7M <0.01% +94 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 65,438 $2.69M 0.21% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 64,355 $2.65M 0.53% +2,835 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 61,211 $2.52M 1.82% -7,011 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 60,562 $2.49M 0.06% +3,614 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 58,038 $2.39M 0.01% +21,788 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 53,220 $2.19M <0.01% +7,225 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 52,453 $2.16M 0.91% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 50,630 $2.08M 0.13% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 50,149 $2.06M 0.99% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 49,999 $2.06M 0.01% new 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 49,883 $2.05M 0.31% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 49,036 $2.02M 0.06% +2,452 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 48,526 $2M 0.33% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 47,664 $1.96M 0.01% +2,454 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 47,494 $1.96M <0.01% +23,916 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 47,353 $1.95M <0.01% +9,083 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 44,672 $1.84M -3,025 Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 44,344 $1.83M 0.28% -655 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 43,631 $1.8M 0.07% +8,060 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 42,150 $1.74M 1.06% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 41,164 $1.69M <0.01% -8,486 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 40,469 $1.67M 0.06% -2,538 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 39,555 $1.63M 0.04% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 39,054 $1.61M 0.01% +7,319 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 39,036 $1.61M <0.01% -27,343 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 37,766 $1.55M 0.55% +3,533 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,080 $1.53M 0.01% +940 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 36,046 $1.48M 0.28% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 36,044 $1.48M 0.02% +1,899 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 36,021 $1.48M 0.11% +26,752 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 35,729 $1.47M 0.03% -2,129 13F-HR/A Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 35,395 $1.46M 0.94% +1,483 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 34,577 $1.42M 4.08% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 34,402 $1.42M 0.11% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,177 $1.37M <0.01% -1,638 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 32,110 $1.32M 0.06% +5,153 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 31,611 $1.3M 0.01% +506 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,321 $1.29M <0.01% +786 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 31,000 $1.28M 0.47% +10,000 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,751 $1.27M <0.01% -20,898 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 30,710 $1.26M <0.01% +1,234 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30,784 $1.26M 0.03% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 30,259 $1.25M 0.02% -501 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 30,164 $1.24M 0.01% -2,596 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,822 $1.23M <0.01% -24,502 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 28,325 $1.17M 0.31% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 28,061 $1.16M 0.8% +2,762 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 27,938 $1.15M 0.02% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 27,702 $1.14M 0.33% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,401 $1.13M <0.01% -3,328 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 27,100 $1.12M 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 26,284 $1.08M 0.05% +2,058 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 25,500 $1.05M 0.39% 0 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 25,188 $1.04M 0.22% +14,997 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 25,114 $1.03M 0.01% +13,879 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 25,000 $1.03M 0.15% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,992 $1.03M 0.01% +3,108 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 23,602 $972K 1.64% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 23,452 $966K 0.01% +10,000 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,206 $954K 0.05% +1,659 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,209 $914K <0.01% -2 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,008 $901K 0.02% +729 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 21,730 $895K 0.11% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 21,700 $893K <0.01% +5,910 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,271 $868K <0.01% +7,338 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 20,057 $826K <0.01% -2,229 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,035 $825K 0.02% +4,582 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 19,729 $812K 0.04% +7,661 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 19,300 $795K 0.25% +7,900 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 18,130 $746K 0.18% +7,630 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 18,082 $744K 0.04% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 16,614 $740K 0.02% +1,527 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 17,851 $735K 0.06% -111 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,787 $732K 0.02% -4,117 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,408 $717K 0.01% +7,461 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,400 $716K 0.03% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 16,735 $689K 0.11% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 16,713 $688K 0.05% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,536 $681K <0.01% -1,499 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 16,279 $670K 0.02% -6,007 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 16,251 $669K 0.01% -1,577 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 16,219 $668K 0.02% +338 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 15,900 $655K 0.5% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,887 $654K <0.01% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 15,543 $640K 0.07% +249 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 14,704 $605K <0.01% 0 13F-HR Timeline Group EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 14,700 $605K 1.4% -792 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,148 $597K 0.04% +3,370 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 13,761 $567K 0.26% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,742 $566K 0.01% +6,070 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 13,390 $551K 0.02% -22,810 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 13,380 $551K <0.01% +4,795 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 13,308 $548K 0.11% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,300 $548K 0.01% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 13,038 $537K 0.33% +270 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,804 $527K 0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,800 $527K 0.01% +458 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,758 $525K <0.01% +7,352 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 12,700 $523K 0.1% +5,000 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,665 $522K 0.01% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 12,573 $514K 0.22% +860 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 12,098 $498K 8.33% +1,991 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 12,000 $494K 0.42% new 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 11,964 $493K <0.01% -15,861 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,249 $463K 0.01% -898 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,219 $462K <0.01% -339 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,179 $460K 0.05% +232 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,065 $456K 0.01% +5 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,681 $440K 0.06% -60 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,623 $437K 0.05% +150 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,420 $429K 0.04% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,340 $426K 0.03% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 10,100 $416K 0.17% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,050 $414K 0.03% 0 13F-HR Timeline