Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,025 $438K 0.15% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,032 $438K 0.1% -40 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,019 $437K 0.13% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,015 $436K 0.03% -15 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,011 $435K 0.1% +954 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,755 $435K 0.08% +590 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,010 $435K 0.28% -223 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,007 $434K 0.03% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,005 $434K 0.24% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,005 $434K 0.09% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,005 $434K 0.15% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $433K 0.02% -600 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,997 $432K 0.02% -92 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,992 $431K 0.18% 0 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,994 $431K 0.05% +1,538 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,990 $431K 0.25% -29 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,988 $430K 0.17% +10 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1,968 $430K 0.09% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,979 $428K 0.02% -16 13F-HR Timeline Skyline Advisors, Inc. 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More: the full row for Legacy Capital Group California, Inc. 1,921 $416K 0.13% +65 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,920 $416K 0.03% -2,221 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,918 $415K 0.25% +58 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,916 $415K 0.04% +327 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,912 $414K 0.26% -146 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,911 $414K 0.07% -266 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,909 $413K 0.06% 0 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,904 $412K 0.12% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,901 $412K 0.16% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,897 $411K 0.07% -65 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,896 $410K 0.05% +109 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,892 $410K 0.23% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,889 $409K 0.05% +24 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,889 $409K 0.08% +22 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,886 $408K 0.08% +54 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,883 $408K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,880 $407K 0.05% +73 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,869 $405K 0.04% -57 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,868 $404K 0.09% -388 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,867 $404K 0.02% -157 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,865 $404K 0.12% +80 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,863 $403K 0.12% +62 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,859 $402K 0.05% -9 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,856 $402K 0.03% +1,793 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,850 $400K 0.1% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,850 $400K 0.21% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,844 $399K 0.08% +302 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,843 $399K 0.04% +10 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,843 $399K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,840 $398K 0.15% -54 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,839 $398K 0.01% -19 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 1,838 $398K 0.24% -65 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,837 $398K 0.17% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,836 $397K 0.1% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,835 $397K 0.22% +1,835 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,834 $397K 0.12% +4 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,834 $397K 0.05% -50 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,824 $395K 0.02% -65 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,822 $394K 0.27% +38 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,816 $393K 0.16% +148 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,813 $392K 0.08% +60 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,813 $392K 0.11% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,806 $391K 0.24% -75 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,803 $390K 0.18% +150 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,802 $390K 0.04% -18 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,801 $390K 0.02% new 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,800 $390K 0.05% 0 13F-HR Timeline HARVEST MANAGEMENT LLC More: the full row for HARVEST MANAGEMENT LLC 1,800 $390K 0.17% -1,700 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,798 $389K 0.12% -70 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,793 $388K 0.04% -1,519 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,790 $387K 0.02% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,785 $386K 0.01% +617 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,784 $386K 0.1% +270 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,782 $386K 0.07% -284 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,780 $385K 0.11% +223 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,779 $385K 0.12% +207 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,779 $385K 0.03% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,777 $385K 0.21% -127 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,776 $384K 0.02% -587 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,774 $384K 0.13% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,771 $383K 0.03% +7 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,770 $383K 0.08% +88 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,770 $383K 0.14% +16 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,770 $383K 0.02% -200 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,768 $383K 0.13% -10 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,768 $383K 0.09% +23 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,767 $383K 0.19% +230 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,764 $382K 0.13% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,759 $381K 0.06% +123 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,756 $380K 0.02% -20 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,754 $380K 0.02% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,751 $379K 0.17% -46 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 1,750 $379K 0.13% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,745 $378K 0.27% +10 13F-HR/A Timeline Etesian Wealth Advisors, Inc. 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LTD. 1,738 $376K 0.02% -436 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,726 $374K 0.03% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,725 $373K 0.08% -125 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,724 $373K 0.03% 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,723 $373K 0.11% +2 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,723 $373K 0.19% +102 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,715 $371K 0.03% 0 13F-HR Timeline 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 1,711 $370K 0.01% +162 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,711 $370K 0.04% +125 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,710 $370K 0.06% +86 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 1,709 $370K 0.01% +136 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,705 $369K 0.05% -27 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,703 $369K 0.09% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,702 $368K 0.08% +72 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,700 $368K 0.2% -28 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,848 $368K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,695 $367K 0.03% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,692 $366K 0.01% +423 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,692 $366K 0.28% +163 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,672 $365K 0.04% -375 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,688 $365K 0.03% +341 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 1,688 $365K 0.06% -198 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,687 $365K 0.04% -5 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,687 $365K 0.04% -10 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,701 $365K 0.05% -1 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,682 $364K 0.03% -428 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,676 $363K 0.06% 0 13F-HR Timeline Capstone Financial Advisors, Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 1,659 $359K 0.11% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,659 $359K 0.05% -6 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,659 $359K 0.02% -331 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,656 $358K 0.03% +987 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,655 $358K 0.08% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,655 $358K 0.12% -88 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 1,651 $357K 0.2% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,650 $357K 0.23% +592 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,649 $357K 0.16% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,648 $357K 0.05% -5 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,648 $357K 0.08% -46 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,570 $357K 0.05% +528 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,647 $357K 0.03% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,644 $356K 0.03% +108 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,644 $356K 0.06% -267 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,640 $355K 0.07% +365 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,639 $355K 0.05% +157 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,635 $354K 0.8% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,632 $353K 0.03% 0 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 1,631 $353K 0.26% +381 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,630 $353K 0.29% -2 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,628 $352K 0.07% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,625 $352K 0.02% +189 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,625 $352K 0.07% +431 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,625 $352K 0.07% -327 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,621 $351K 0.22% +665 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,621 $351K 0.03% +38 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,621 $351K 0.05% +84 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,615 $350K 0.11% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,615 $350K 0.07% -54 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,611 $349K 0.04% +169 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,610 $349K 0.23% +1,510 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,605 $347K 0.04% -186 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,601 $347K 0.02% +192 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,599 $346K 0.13% +250 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,593 $345K 0.08% +424 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,593 $345K 0.05% -185 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 1,592 $345K 0.38% +2 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,584 $343K 0.12% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,583 $343K 0.18% -372 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,582 $342K 0.21% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,580 $342K 0.14% 0 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 1,576 $341K 0.3% +7 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,575 $341K 0.07% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,575 $341K 0.03% +421 13F-HR/A Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,574 $341K 0.14% 0 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,567 $339K 0.28% -20 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,567 $339K 0.02% 0 13F-HR Timeline Carl P. 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