Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 12,290,800 $20.8M 10.14% +6,395,451 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,365,074 $17.5M <0.01% -197,635 13F-HR Timeline Group VANGUARD GROUP INC group of 5 filers holding More: the full row for VANGUARD GROUP INC 7,098,421 $12M +7,063,583 Timeline SAMSARA BIOCAPITAL, LLC More: the full row for SAMSARA BIOCAPITAL, LLC 3,428,571 $5.79M 0.56% new 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 3,121,578 $5.28M <0.01% +376,332 13F-HR Timeline Group Kohlberg Kravis Roberts & Co. L.P. in group KKR More: the full row for Kohlberg Kravis Roberts & Co. L.P. 3,036,076 $5.07M 0.09% 0 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,325,859 $3.93M <0.01% +102,463 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,302,001 $3.89M <0.01% +1,798,126 13F-HR Timeline Group Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 2,250,000 $3.8M 0.01% new 13F-HR Timeline Group CM Management, LLC More: the full row for CM Management, LLC 2,100,000 $3.55M 2.97% 0 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 1,928,464 $3.26M 0.07% 0 13F-HR Timeline Group TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 1,886,748 $3.19M 0.16% -837,761 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,704,980 $2.88M 0.02% +869,980 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,459,310 $2.47M 0.01% -160,961 13F-HR Timeline Propel Bio Management, LLC More: the full row for Propel Bio Management, LLC 1,420,550 $2.41M 1.52% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,206,046 $2.04M <0.01% +320,326 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,155,901 $1.95M <0.01% +220,662 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 913,800 $1.54M <0.01% +120,487 13F-HR Timeline Group NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 899,999 $1.52M <0.01% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 696,158 $1.18M <0.01% +389,021 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 547,209 $925K <0.01% -63,594 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 453,763 $767K <0.01% +377,134 13F-HR Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 441,000 $745K 0.01% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 335,309 $567K <0.01% -44,724 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 331,700 $561K <0.01% +193,800 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/ 324,133 $548K <0.01% +212,430 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 324,000 $548K <0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 319,655 $540K 0.03% -157,826 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 311,986 $527K <0.01% -348,465 13F-HR Timeline Group Informed Momentum Co LLC More: the full row for Informed Momentum Co LLC 309,801 $524K 0.06% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 287,500 $486K <0.01% -94,741 13F-HR Timeline Group 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 285,033 $482K <0.01% -5,830 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 270,087 $456K <0.01% +184,623 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 253,140 $428K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 252,000 $426K 0.01% -143,190 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 240,868 $407K 0.06% +20,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 233,946 $395K <0.01% new 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 210,379 $356K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 197,511 $334K <0.01% -50,883 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 195,473 $330K <0.01% -150,100 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 194,405 $329K <0.01% +101,649 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 213,590 $303K <0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 159,990 $270K <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 152,194 $257K <0.01% new 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 125,101 $211K <0.01% -6,375 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 121,967 $206K <0.01% +42,839 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 120,796 $204K <0.01% +22,255 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 117,866 $198K <0.01% +66,226 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 112,088 $189K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 111,791 $189K 0.01% +70,566 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 133,360 $181K 0.11% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 105,326 $178K 0.03% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 100,272 $169K 0.02% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 100,002 $169K <0.01% +10,002 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 91,895 $158K <0.01% -2,474 13F-HR Timeline Group Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 76,087 $129K 0.36% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 71,762 $121K <0.01% 0 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 71,536 $121K <0.01% +11,923 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 70,341 $119K <0.01% +30,007 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 69,809 $118K <0.01% -96,988 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 69,000 $117K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 58,241 $98.4K +3,092 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53,571 $92.7K <0.01% +19,863 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 52,333 $88.4K <0.01% -140,523 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 53,156 $85K <0.01% +2,000 13F-HR/A Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 44,402 $75K <0.01% -3,642 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,576 $74K <0.01% -103 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 42,408 $73.8K 0.01% -2,400 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 43,242 $73.1K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,494 $68.4K <0.01% -563,016 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 39,013 $65.9K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 38,639 $65.3K <0.01% -79,336 13F-HR/A Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,471 $65K <0.01% +10,312 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 37,391 $63.2K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,968 $60.8K <0.01% +19,375 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 35,397 $59.8K <0.01% new 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 35,195 $59.5K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 32,797 $55K <0.01% -1,639 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 31,685 $53.5K <0.01% new 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 28,230 $47.7K <0.01% 0 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 28,100 $47.5K <0.01% -19,961 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 28,066 $47.4K <0.01% -6,032 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,739 $45.1K <0.01% +15,849 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 26,525 $44.8K <0.01% +6,829 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 26,434 $44.7K <0.01% +1,238 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 25,835 $44K <0.01% new 13F-HR Timeline Group NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 23,018 $38.9K 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 22,658 $38.3K <0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 21,700 $36.7K <0.01% -3,018 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 20,593 $34.8K <0.01% 0 13F-HR Timeline Bronte Capital Management Pty Ltd. More: the full row for Bronte Capital Management Pty Ltd. 19,282 $32.6K <0.01% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 17,775 $30K <0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,994 $28.7K <0.01% +3,880 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 16,971 $28.7K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,131 $27.3K <0.01% 0 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 16,095 $27.2K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15,923 $26.9K <0.01% +7,824 13F-HR Timeline Group Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 15,000 $25.9K 0.02% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 15,287 $25.8K <0.01% -4,001 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,000 $25.4K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,917 $25.2K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,744 $24.9K <0.01% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,675 $24.8K <0.01% +1,724 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 14,230 $24K <0.01% +5,446 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 14,195 $24K 0.02% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 14,118 $23.9K <0.01% +2,283 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,837 $21.7K <0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,545 $19.5K <0.01% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 11,521 $19.5K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 11,500 $19.4K <0.01% 0 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 11,326 $19.1K <0.01% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,608 $17.9K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 10,514 $17.8K <0.01% new 13F-HR Timeline Group ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 10,366 $17.5K <0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,000 $16.9K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,819 $16.6K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,895 $15K <0.01% +1,052 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 8,510 $14.4K <0.01% -762 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,350 $12.4K <0.01% 0 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5,740 $9.7K <0.01% -789 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,916 $6.62K <0.01% +1,976 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,580 $6.05K <0.01% +1,101 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,080 $5K <0.01% -1,995 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,714 $4.59K <0.01% +413 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,595 $4.39K <0.01% -1,758 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,472 $4.18K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,135 $3.71K <0.01% +123 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,543 $2.61K <0.01% +892 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,538 $2.6K <0.01% -137 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,367 $2.31K <0.01% -3,777 13F-HR/A Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $2.2K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,210 $2.04K <0.01% +803 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,000 $1.69K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 846 $1.43K <0.01% +784 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 689 $1.16K <0.01% -35 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 684 $1.16K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 610 $1.03K <0.01% -68 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 660 $1K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 574 $970 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 380 $643 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 340 $575 <0.01% +44 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 324 $548 <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 266 $449 <0.01% -3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 233 $394 <0.01% +211 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $348 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 199 $336 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 188 $318 <0.01% +129 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 115 $195 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 107 $181 <0.01% +19 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40 $68 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16 $27 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 8 $14 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $2 <0.01% 0 13F-HR Timeline Group