WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,117,183 $5.91M 2.69% +184,472 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 1,963,100 $4.75M new Timeline Bleichroeder LP More: the full row for Bleichroeder LP 1,380,666 $3.34M 0.58% +666,666 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 453,761 $1.1M <0.01% +72,354 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 405,872 $982K <0.01% +20,564 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/ 323,865 $784K <0.01% -12,156 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 280,904 $680K 0.01% -22,410 13F-HR Timeline CM Management, LLC More: the full row for CM Management, LLC 250,000 $605K 0.51% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 164,456 $398K <0.01% +21,618 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 155,670 $377K 0.11% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 145,850 $353K <0.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 139,041 $336K <0.01% +4,684 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 122,579 $297K <0.01% +75,219 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119,008 $288K <0.01% +9,021 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 118,862 $288K 0.18% +787 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 88,048 $213K <0.01% -4,141 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 75,351 $182K <0.01% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 63,185 $153K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 61,980 $150K <0.01% -154,343 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 60,895 $147K <0.01% +50,000 13F-HR Timeline 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 60,000 $145K 0.01% -71,084 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 45,572 $110K <0.01% +1,764 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,000 $105K <0.01% +4,000 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 23,327 $102K 0.01% 0 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 40,959 $99.1K 0.08% 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 37,735 $91.3K <0.01% 0 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 33,332 $80.7K 0.07% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 32,756 $79.3K <0.01% -49,848 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,610 $78.9K <0.01% -151,197 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 RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 30,758 $74.4K <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,866 $67.4K <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 25,000 $60.5K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 22,935 $55.5K <0.01% -28,088 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 21,824 $52.8K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,779 $52.7K <0.01% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 19,701 $47.7K 0.02% +1,700 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,784 $45.5K <0.01% 0 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 17,600 $42.6K <0.01% -37,200 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 17,473 $42.3K 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,083 $41.3K <0.01% 0 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 INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,052 $36.4K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,447 $32K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,745 $30.8K <0.01% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 12,200 $29.5K <0.01% -10,900 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 12,150 $29.4K 0.01% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 12,070 $29.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,757 $28.5K <0.01% -14,121 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 11,333 $27.4K <0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,010 $25.4K <0.01% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 10,000 $24.2K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,000 $24K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,479 $22.9K <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 $19.5K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,879 $19.1K <0.01% +46 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 6,490 $15.7K 0.01% -21,806 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,000 $12K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,553 $6.18K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,235 $5.41K <0.01% -2,250 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,350 $3.27K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,190 $2.88K <0.01% new 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 FMR LLC in group FMR LLC More: the full row for FMR LLC 903 $2.19K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 343 $789 <0.01% +317 13F-HR/A Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 106 $256 <0.01% -908 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $242 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $7 <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 58 $0 0% +12 13F-HR Timeline Group Value filed as zero, left out of ratios.