Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 706 $99.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 697 $98K 0.05% +16 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 671 $94.6K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 648 $91K <0.01% +367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 626 $88.2K 0.08% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 625 $88.1K <0.01% -131,012 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 618 $87.1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 610 $86K <0.01% +9 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 592 $84.7K <0.01% -106 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 600 $84.6K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 581 $81.9K 0.01% -99 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 575 $81K 0.05% +20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 566 $79.8K 0.01% -38 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 564 $79.5K <0.01% +260 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 563 $79.3K <0.01% -51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 561 $79.1K <0.01% 0 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 548 $77.2K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 537 $76K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 501 $70.6K 0.04% -186 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 492 $69.3K <0.01% -82 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 484 $68.2K <0.01% +30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 454 $64K 0.01% +16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 440 $62K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 400 $56.4K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 389 $54.8K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 384 $54.1K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 366 $51.6K 0.02% +223 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 364 $51.3K 0.01% 0 13F-HR/A Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 350 $49.3K 0.04% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 319 $45K 0.02% +127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 309 $44K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 302 $42.6K <0.01% +229 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 264 $37.2K 0.01% -108 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 260 $36.6K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 247 $34.8K 0.02% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 242 $34.2K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 244 $34K <0.01% +11 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 234 $33K <0.01% +34 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 233 $32.8K <0.01% +61 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 212 $30.3K <0.01% -605 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 213 $30K <0.01% +80 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 202 $28.5K 0.02% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 200 $28.2K 0.02% -1 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $28.2K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 197 $27.8K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 186 $26.2K <0.01% -2 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 185 $26K 0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 183 $26K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 180 $25.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 159 $22.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 145 $20.4K 0.01% -1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 142 $20K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 142 $20K 0.01% +100 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 141 $19.9K <0.01% +5 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 138 $19.4K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 136 $19.4K <0.01% +128 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 136 $19.2K <0.01% +17 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 138 $19K <0.01% +7 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 134 $19K 0.01% +5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 134 $18.9K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 130 $18.3K <0.01% +30 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 119 $16.7K <0.01% new 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 118 $16.7K 0.02% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 112 $15.8K <0.01% -220 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 106 $14.9K <0.01% -9 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 105 $14.8K 0.01% +8 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 102 $14.4K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 100 $14.1K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $14.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 99 $14K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 96 $13.5K <0.01% +17 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 90 $12.7K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 83 $11.7K <0.01% +81 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 81 $10.9K <0.01% +52 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 75 $10.6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 65 $9.16K <0.01% 0 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 65 $9.16K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 64 $9.03K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 64 $9.02K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 63 $8.88K 0.01% +45 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 59 $8.31K <0.01% -13 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 55 $7.75K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 54 $7.61K <0.01% -18 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $7.61K <0.01% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51 $7.19K <0.01% -44 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 51 $7.19K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $7.05K <0.01% +11 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $7.05K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 50 $7K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 49 $6.91K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 48 $6.76K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 47 $6.63K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 46 $6.48K <0.01% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $6.34K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 45 $6.34K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 45 $6.34K <0.01% +26 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $6.06K <0.01% +36 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 47 $6K <0.01% -12 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $5.92K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 39 $5.5K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 37 $5.21K <0.01% -35 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $4.79K <0.01% +16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34 $4.79K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 30 $4.23K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 30 $4.23K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $4.09K <0.01% -2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 29 $4.09K <0.01% +4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 27 $3.81K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 26 $3.66K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 26 $3.66K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $3.52K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 25 $3.52K <0.01% 0 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 24 $3.38K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 24 $3.38K <0.01% -30 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 23 $3.24K <0.01% +6 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 22 $3.1K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 22 $3.1K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 22 $3.1K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 27 $3K <0.01% +24 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 21 $2.96K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 20 $2.82K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20 $2.82K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $2.82K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 19 $2.68K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $2.68K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 18 $2.54K <0.01% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 18 $2.54K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18 $2.54K <0.01% +12 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17 $2.4K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17 $2.4K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 14 $1.97K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 14 $1.97K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $1.97K <0.01% -11 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14 $1.97K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14 $1.97K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 14 $1.97K <0.01% +7 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13 $1.83K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 13 $1.83K <0.01% -5,422 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $1.7K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 12 $1.69K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $1.57K <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $1.55K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $1.55K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10 $1.41K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9 $1.27K <0.01% -2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9 $1.27K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.27K <0.01% +6 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8 $1.13K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 13 $1K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7 $987 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $987 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $914 <0.01% -4 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 6 $846 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $846 <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6 $846 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6 $846 <0.01% -1,046 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5 $730 <0.01% -6 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $705 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5 $705 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $566 <0.01% +3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $564 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4 $564 <0.01% -4 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $564 <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $564 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $564 <0.01% -4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $423 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $259 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $141 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $141 <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1 $141 <0.01% new 13F-HR Timeline