ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 790,854 $42.2M +23,571 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 513,728 $27.4M 0.03% -33,846 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 284,863 $15.2M <0.01% -8,028 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 263,143 $14.1M 0.03% +27,388 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 242,141 $12.9M <0.01% -33,868 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 236,670 $12.6M 0.02% -36,457 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 153,049 $8.17M 0.01% -29,186 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 149,891 $8M 0.09% +3,515 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 117,810 $6.29M +19,426 Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 94,496 $5.05M 1% -332 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 92,811 $4.96M 0.01% -4,048 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 83,930 $4.48M 3.35% -10,578 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 79,281 $4.23M 0.32% +8,317 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 67,068 $3.58M 0.01% +339 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 94,298 $3.54M 1.47% -730 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 61,563 $3.29M 0.08% -1,071 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,553 $3.29M 0.01% +2,157 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 59,475 $3.18M <0.01% -1,544 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 58,971 $3.15M 0.03% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 58,904 $3.15M 1.04% -688 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 58,051 $3.1M 0.18% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 56,916 $3.04M 0.57% -472 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,198 $2.79M 0.04% +9,040 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 50,115 $2.68M 0.04% -2,049 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 49,954 $2.67M 1.79% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 49,710 $2.65M 0.38% -1,913 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,618 $2.65M 0.02% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 47,437 $2.53M 0.18% -190 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45,809 $2.45M 0.01% -600 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 45,467 $2.43M 0.52% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,990 $2.35M 0.05% -887 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 42,650 $2.3M 0.14% +1,993 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 42,753 $2.28M 0.01% +405 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 39,121 $2.09M 0.11% -2,046 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 35,916 $1.92M 0.95% -1,122 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,573 $1.9M 0.03% -1,441 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 32,776 $1.75M 0.88% -31 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 30,523 $1.68M 0.09% +2,273 13F-HR/A Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 31,188 $1.67M 0.52% -493 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 30,579 $1.63M 2.23% +2,946 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 28,694 $1.53M 0.97% -1,092 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,496 $1.52M 0.02% +8,466 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 28,018 $1.5M 0.54% -110 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 27,774 $1.48M 0.09% +14,951 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 21,518 $1.15M 0.07% -500 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,082 $1.13M 0.02% -6,968 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,514 $1.12M 0.03% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,747 $1.11M 0.06% +136 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,224 $1.08M 0.05% -573 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,091 $1.07M <0.01% -928 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 20,087 $1.07M 0.25% -273 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 19,160 $1.02M 0.79% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,531 $997K <0.01% -11,617 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 18,664 $997K 0.18% -1,293 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,662 $996K 0.07% +1,727 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,593 $993K <0.01% +2,668 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,396 $982K 0.02% +13 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,301 $977K 0.01% +121 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 17,463 $932K 0.04% -1,225 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,392 $929K <0.01% -268 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 17,356 $927K 0.51% -1,359 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,545 $830K 0.01% +240 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,521 $829K 0.06% -23 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,241 $814K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,091 $806K 0.02% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 14,989 $800K 0.65% +1,480 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,572 $778K 0.01% +9,489 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,496 $774K <0.01% -162 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 14,060 $751K 0.55% -120 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,994 $747K 0.01% +1,361 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 13,985 $747K 0.76% -977 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,581 $725K +721 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,333 $712K 0.02% -132 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 13,313 $711K 0.55% +700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,224 $706K 0.01% -266 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 13,072 $698K 0.08% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,049 $697K <0.01% +1,476 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13,018 $695K 0.1% +6,544 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,947 $691K 0.01% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 12,657 $676K 0.27% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,001 $641K <0.01% -500 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,956 $628K 0.1% +45 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,575 $618K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,349 $609K 0.01% -3,277 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,018 $588K 0.15% -2,220 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,361 $553K <0.01% +1,680 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,836 $525K 0.08% +781 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,715 $518K 0.14% 0 13F-HR/A Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 9,647 $515K 0.14% -183 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,216 $492K 0.04% -1,986 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 9,196 $491K 0.26% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,809 $480K 0.39% -420 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 8,525 $455K 0.29% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,315 $444K 0.12% -225 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 7,950 $424K +3,975 Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,811 $417K 0.22% -5,550 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,700 $411K 0.03% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,579 $405K 0.01% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,567 $404K 0.08% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,534 $402K 0.01% -427 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,287 $389K 0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,260 $388K 0.04% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,103 $379K <0.01% +142 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,084 $378K 0.02% 0 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 6,640 $376K 0.21% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 6,995 $374K 0.18% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 6,840 $365K 0.1% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,467 $345K 0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,172 $330K 0.2% -780 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,065 $324K 0.08% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,000 $322K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,872 $314K 0.01% -79 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,791 $309K <0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,971 $300K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,396 $288K 0.01% +1,105 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,333 $285K 0.02% -104 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,200 $278K <0.01% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 5,123 $274K 0.03% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,094 $272K <0.01% 0 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,612 $266K 0.03% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,935 $264K 0.03% -20 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,889 $261K <0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,866 $260K 0.01% -300 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,783 $255K <0.01% -50 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,716 $252K 0.26% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,682 $250K 0.13% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,670 $249K 0.07% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,563 $244K <0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 4,316 $230K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,296 $229K <0.01% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 4,221 $225K 0.21% -2,138 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,110 $225K 0.16% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,169 $223K <0.01% -105 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,005 $214K <0.01% -1,054 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,000 $214K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,963 $212K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,002 $209K <0.01% +3,070 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,885 $207K <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,826 $204K <0.01% -193 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,646 $195K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,161 $169K 0.01% -439 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,496 $133K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,180 $116K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,036 $109K <0.01% -131 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,718 $91.7K <0.01% -174 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,176 $62.8K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,146 $61.2K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 852 $45.5K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 785 $41.9K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 725 $38.6K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 630 $33.6K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 560 $29.9K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 468 $25K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 290 $15.5K <0.01% -766 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 200 $10.7K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 55 $2.94K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 26 $1.4K <0.01% new 13F-HR Timeline