Qtron Investments LLC More: the full row for Qtron Investments LLC 13,400 $733K 0.1% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13,307 $728K 0.02% -750 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 13,286 $727K 0.33% +1,402 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,248 $725K 0.41% +70 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,165 $720K 0.09% +84 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 13,164 $720K 0.16% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 13,126 $718K 0.01% -29,645 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,065 $715K 0.08% -925 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,058 $714K 0.23% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,968 $709K 0.07% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,935 $708K 0.21% +90 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 12,924 $707K 0.77% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,915 $707K 0.01% -2,939 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,909 $706K 0.01% -19,773 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 12,762 $698K 0.01% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,683 $694K 0.04% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 12,625 $691K 0.14% -73 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 12,623 $691K 0.27% +890 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,606 $690K 0.05% +458 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 12,497 $684K 0.32% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,476 $683K 0.03% +2,750 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 12,475 $683K 0.08% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 12,386 $678K 0.34% -151 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 12,316 $674K 0.59% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,300 $673K 0.03% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 12,289 $672K 0.27% 0 13F-HR Timeline Foster Group, Inc. 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Riley Wealth Advisors, Inc. 12,096 $662K 0.03% -375 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 12,080 $661K 0.3% +1,275 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,050 $659K 0.05% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 12,025 $658K 0.15% +2,109 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 12,019 $658K 0.11% -154 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,000 $657K 0.11% -1,179 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,847 $648K 0.03% -261 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 11,828 $647K 0.48% -721 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 11,817 $646K 0.19% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,805 $646K 0.25% -36 13F-HR/A Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,798 $645K 0.17% -75 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 11,777 $644K 0.25% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,729 $642K 0.07% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 11,720 $641K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 11,686 $639K 0.13% -1,802 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,649 $637K <0.01% +3,005 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,624 $636K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 11,615 $635K 0.06% -2,665 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,574 $633K 0.07% -282 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,505 $629K 0.14% -359 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,483 $628K 0.14% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,793 $627K 0.05% +221 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,390 $623K 0.04% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 11,316 $619K 0.17% -1,218 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,243 $615K 0.25% -386 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,200 $613K 0.05% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,185 $612K 0.02% +5,617 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 10,317 $609K 0.28% -1,399 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 11,128 $609K 0.08% +186 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,086 $607K 0.02% +43 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,082 $606K 0.21% +1,421 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 11,073 $606K +2,281 Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,019 $603K 0.14% -694 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 11,000 $602K 0.37% -2,447 13F-HR/A Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10,900 $596K 0.09% +900 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,883 $595K 0.04% 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 10,866 $594K 0.05% -184 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,849 $594K 0.02% +2,098 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 10,831 $593K 0.51% 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 10,828 $592K 0.21% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 10,817 $592K 0.39% -10,228 13F-HR Timeline Alexander Randolph Advisory, Inc. 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Empirical Wealth Management 10,517 $575K 0.01% -861 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,503 $575K 0.04% +1,937 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,489 $574K 0.12% +1,645 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,451 $572K 0.05% -165 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,653 $570K 0.1% -161 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 10,418 $570K 0.35% +147 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,400 $569K 0.14% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,387 $568K 0.04% +144 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,329 $565K 0.29% +4,304 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,254 $561K 0.4% -332 13F-HR Timeline LANARK FINANCIAL, INC. 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Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $547K 0.07% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,992 $547K 0.08% +3 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 9,976 $546K 0.44% +845 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 9,918 $543K 0.2% 13F-HR Timeline CROBAN More: the full row for CROBAN 9,914 $542K 0.26% -28,423 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,901 $542K 0.03% +29 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 9,881 $541K 0.57% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 9,861 $539K 0.01% new 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,842 $538K 0.1% +15 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,835 $538K 0.36% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,831 $538K 0.19% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 9,780 $535K 0.01% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,752 $534K 0.22% +119 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,727 $532K 0.01% +25 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 9,660 $528K 0.08% -8,929 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,631 $527K 0.08% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 9,592 $525K 0.4% +97 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,576 $524K 0.02% -364 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,568 $523K 0.38% -2,323 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 9,545 $522K 0.14% new 13F-HR Timeline Sage Financial Management Group, Inc. 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More: the full row for Pandora Wealth, Inc. 9,093 $497K 0.3% -548 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,044 $495K 0.04% -1,777 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,034 $494K 0.01% +5,333 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,031 $494K 0.04% +2,659 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,995 $492K 0.23% -32,660 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,950 $490K 0.14% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,927 $488K 0.07% -1,123 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,926 $488K 0.01% +3,564 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,916 $488K 0.01% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,905 $487K 0.19% +794 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,841 $484K 0.15% +118 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,775 $480K 0.01% new 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 8,709 $476K 0.45% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,674 $475K 0.05% +30 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,669 $474K 0.11% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,656 $474K 0.18% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,633 $472K 0.11% +14 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,622 $472K 0.07% -382 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,600 $471K 0.14% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,599 $470K 0.02% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,590 $470K 0.2% +118 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,590 $470K 0.04% +112 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,575 $469K 0.21% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,922 $469K 0.19% 0 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 8,532 $467K 0.39% 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,516 $466K 0.04% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 8,505 $465K 0.03% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,500 $465K 0.04% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,488 $464K 0.31% -147 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,438 $462K <0.01% -1,970,654 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 8,429 $461K 0.01% +299 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,421 $461K 0.17% -870 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 8,405 $460K 0.08% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,403 $460K 0.05% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 8,401 $460K 0.07% +2,553 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,399 $460K 0.11% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,376 $458K 0.04% -9,639 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,345 $457K 0.07% -32 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8,333 $456K 0.11% -885 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,266 $452K 0.38% -330 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,230 $450K 0.01% +2,369 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 8,206 $449K 0.08% -180 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,153 $446K 0.05% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,144 $446K 0.17% -118 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,133 $445K 0.04% -22,276 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,093 $443K 0.02% -125 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 304,839 $443K 0.12% +50,959 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 8,065 $441K 0.24% +1,669 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 8,062 $441K 0.19% -246 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,056 $441K 0.13% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,273 $440K 0.21% +852 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,025 $439K 0.08% -2,194 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 8,022 $439K 0.22% +1,721 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,996 $437K 0.16% +111 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,971 $436K 0.02% +217 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,942 $435K 0.03% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,924 $434K 0.01% +1,191 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,897 $432K 0.12% +15 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,656 $431K 0.01% +3,358 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,862 $430K <0.01% +1,486 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,859 $430K 0.05% -14 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,854 $430K 0.04% -2,717 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,839 $429K 0.13% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,820 $428K 0.08% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,366 $427K 0.07% -567 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,749 $424K 0.2% +17 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,745 $424K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,641 $418K 0.01% +1,685 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 7,628 $417K 0.38% -103 13F-HR Timeline