WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,268,305 $2.99M 2.2% -75,058 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,186,818 $2.8M <0.01% +201,967 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 346,204 $817K <0.01% +35,917 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 303,318 $716K <0.01% -12,842 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 217,106 $512K <0.01% +325 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 158,867 $375K 0.13% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 156,058 $368K <0.01% +52,958 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 150,510 $355K <0.01% -214,419 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 94,144 $222K <0.01% +39,516 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 91,650 $216K <0.01% +22,000 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 86,970 $205K 0.16% +8,715 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 79,516 $188K <0.01% 0 13F-HR/A Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 75,351 $178K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 65,930 $156K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 53,840 $127K <0.01% +23,916 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 46,910 $111K <0.01% -806 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 43,025 $102K <0.01% new 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 41,177 $97.2K <0.01% -18,446 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 25,091 $59.2K <0.01% -14,998 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 25,000 $59K <0.01% -15,000 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 23,327 $55.3K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,245 $52.5K <0.01% -281 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,779 $51.4K <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,454 $45.9K <0.01% -39,112 13F-HR Timeline Group Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 18,573 $43.8K 0.02% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,250 $40.7K <0.01% 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,863 $39.8K <0.01% +2,857 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 16,859 $39.8K <0.01% -9,798 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,668 $39.3K <0.01% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 16,656 $39.3K <0.01% -241 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 14,992 $35.4K 0.01% -532 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,551 $34.3K <0.01% -107,986 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14,449 $34.1K <0.01% -6,626 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,000 $28.3K <0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,283 $26.6K <0.01% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,895 $25.7K <0.01% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,454 $25K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,171 $24K <0.01% +267 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,083 $24K <0.01% -3,484 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,000 $24K <0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,010 $23.6K <0.01% -8,220 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9,566 $22.6K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,141 $16.8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,000 $11.8K <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 4,490 $10.6K <0.01% -5 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,001 $7.2K <0.01% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 2,384 $5.63K <0.01% -24,239 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,471 $3.47K <0.01% +217 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,000 $2K <0.01% 0 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 660 $1.56K <0.01% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 592 $1.4K <0.01% -42 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 407 $961 <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 326 $769 <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 285 $673 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 162 $511 <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 110 $260 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8 $19 <0.01% 0 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 4 $9 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.