WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,262,108 $6.81M 3% +144,925 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 1,930,078 $5.81M -33,022 Timeline Bleichroeder LP More: the full row for Bleichroeder LP 1,380,666 $4.16M 0.74% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 439,602 $1.32M <0.01% +33,730 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 439,213 $1.32M <0.01% -14,548 13F-HR Timeline Group CM Management, LLC More: the full row for CM Management, LLC 400,000 $1.2M 0.76% +150,000 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/ 328,803 $990K <0.01% +4,938 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 231,405 $697K 0.01% -49,499 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 227,854 $686K 0.01% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 157,857 $475K <0.01% +18,816 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 145,850 $439K <0.01% 0 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 144,908 $436K 0.11% -10,762 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 121,965 $367K 0.17% +3,103 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 121,958 $367K <0.01% +2,950 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 105,229 $317K <0.01% +93,029 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 89,279 $269K <0.01% -75,177 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 85,481 $257K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 83,543 $251K <0.01% -4,505 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 75,895 $228K 0.01% +15,000 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 75,351 $227K <0.01% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 63,185 $190K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 52,866 $159K <0.01% +25,000 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 45,881 $138K <0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 45,809 $138K <0.01% +13,199 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 44,794 $135K <0.01% -778 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 41,437 $125K 0.05% +36,437 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,000 $124K <0.01% 0 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 40,959 $123K 0.08% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 39,539 $119K <0.01% +16,604 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 34,995 $105K <0.01% -87,584 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 33,332 $100K 0.07% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 33,379 $100K <0.01% +19,932 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 30,758 $92.6K <0.01% 0 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 27,646 $83.2K <0.01% new 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 25,023 $75.3K <0.01% +23 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 30,883 $74.7K <0.01% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 23,538 $70.8K <0.01% new 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 23,327 $70.2K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,779 $65.6K <0.01% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 21,542 $64.8K <0.01% -16,193 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 20,501 $61.7K 0.02% +800 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,284 $61.1K <0.01% +1,500 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 16,800 $50.6K <0.01% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,915 $47.9K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,052 $45.3K <0.01% 0 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 14,725 $44.3K 0.04% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 16,547 $40K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,083 $39.4K <0.01% -4,000 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,745 $38.4K <0.01% 0 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 12,070 $36.3K <0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,476 $35K <0.01% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 11,333 $34.1K <0.01% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 10,000 $30.1K 0.01% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 10,000 $30.1K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,010 $29.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,479 $28.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,141 $21.2K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6,490 $19.5K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,235 $6.73K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,350 $4.06K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,190 $3.58K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 660 $2.88K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,000 $2.87K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 901 $2.71K <0.01% -2 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 266 $801 <0.01% -32,490 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 256 $771 <0.01% -7,623 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $301 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 26 $75 <0.01% -317 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 24 $72 <0.01% +21 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 213 $0 0% +155 13F-HR Timeline Group Value filed as zero, left out of ratios.