MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,500 $145K 0.08% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,043 $139K 0.07% -369 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,109 $138K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,063 $135K <0.01% -1,938 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,049 $134K <0.01% -1,119 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,047 $134K <0.01% -92,647 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,990 $130K 0.01% -5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,806 $118K 0.01% +965 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,792 $117K <0.01% -515 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,730 $113K 0.07% -305 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,589 $104K <0.01% +783 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,531 $100K 0.03% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,518 $99.4K 0.04% +3 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,513 $99K 0.03% -65 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,349 $92K <0.01% +400 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,385 $90.7K 0.04% -452 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,355 $88.7K <0.01% -170 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,325 $86.7K 0.04% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,200 $78.6K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,174 $76.8K <0.01% +284 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,139 $74.6K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,136 $74.4K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,081 $71K 0.05% -469 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,030 $67K <0.01% +152 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 992 $64.9K 0.02% +440 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 968 $63.4K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 903 $59K <0.01% +43 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 900 $58.9K 0.04% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 893 $58.5K <0.01% -4,528 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 864 $56.6K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 850 $55.6K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 673 $44.1K <0.01% -124 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 626 $41K <0.01% +19 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 620 $40.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 610 $39.9K <0.01% +153 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 580 $38K 0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 572 $37.4K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 522 $34.2K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 521 $34.1K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 513 $33.6K 0.04% -1,071 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 490 $32.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 487 $31.9K <0.01% +359 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 473 $31K <0.01% -633 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 467 $30.5K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 465 $30.4K 0.01% +65 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 444 $29.1K 0.01% -10 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 443 $29K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 410 $26.8K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 394 $25.8K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 360 $24.6K 0.01% +257 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 355 $23.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 337 $23.1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 350 $22.9K <0.01% +85 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 350 $22.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 348 $22.8K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 340 $22K <0.01% -2,225 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 329 $21.5K <0.01% +193 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 327 $21.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 326 $21.3K 0.01% -3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 305 $20K <0.01% -30 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 204 $19.7K <0.01% -37 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 295 $19.3K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 290 $19K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 285 $18.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 284 $18.6K 0.01% -120 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 267 $17.5K <0.01% +234 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 263 $17.2K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 254 $16.6K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $16.4K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 246 $16.1K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 242 $15.8K 0.01% +112 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 212 $13.9K <0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 204 $13.4K <0.01% +38 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 203 $13.3K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 186 $12.2K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 181 $11.8K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 181 $11.8K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 178 $11.7K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 171 $11.2K <0.01% +60 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 160 $10.5K <0.01% 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 138 $9.03K <0.01% -70 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 138 $9.03K <0.01% +3 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 145 $9K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 129 $8.44K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 125 $8.18K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 119 $7.79K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 118 $7.72K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 116 $7.59K <0.01% +35 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 113 $7.4K <0.01% +36 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 109 $7.14K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $7K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 106 $6.94K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 105 $6.87K <0.01% -11 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 103 $6.74K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 103 $6.74K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $6.55K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 97 $6.35K <0.01% new 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 96 $6.28K 0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 93 $6.09K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 92 $6.02K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 91 $5.96K <0.01% -1,198 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 87 $5.7K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 85 $5.56K <0.01% -131 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 82 $5.37K <0.01% -32 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 80 $5.24K <0.01% +7 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 77 $5.04K <0.01% +13 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 77 $5K <0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 82 $4.97K <0.01% +46 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 72 $4.71K 0.61% -6,240 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 72 $4.71K <0.01% +20 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 68 $4.45K <0.01% +12 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 66 $4.32K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 65 $4.25K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 60 $4K <0.01% new 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 58 $3.8K <0.01% +19 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 55 $3.6K <0.01% +25 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 54 $3.53K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 51 $3.34K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 50 $3.27K <0.01% new 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 49 $3.21K <0.01% +31 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 39 $2.55K <0.01% -93 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 38 $2.49K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 35 $2.29K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 34 $2.23K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 34 $2.23K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 33 $2.16K <0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $2.16K <0.01% +11 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 30 $1.96K <0.01% -23 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 29 $1.9K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 29 $1.9K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 28 $1.83K <0.01% +5 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 26 $1.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26 $1.7K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 25 $1.64K <0.01% +21 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 25 $1.64K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25 $1.64K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $1.64K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $1.57K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24 $1.57K <0.01% -340 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 24 $1.57K <0.01% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 21 $1.38K <0.01% -120 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 20 $1.31K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20 $1.31K <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $1.18K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $1.11K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 17 $1.11K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $1.05K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 16 $1.05K <0.01% -200 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 16 $1.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $1K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 14 $916 <0.01% -30 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 14 $916 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 12 $786 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $721 <0.01% +4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10 $655 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9 $589 <0.01% -187 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8 $524 <0.01% new 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 8 $524 <0.01% +7 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $524 <0.01% new 13F-HR/A Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7 $458 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $458 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $327 <0.01% -4,698 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $262 <0.01% +3 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3 $197 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2 $131 <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2 $131 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $65 <0.01% new 13F-HR Timeline