Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 1,400 $733K <0.01% -1,000 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,347 $705K 0.02% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,271 $665K 0.14% +561 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,294 $661K <0.01% +1,095 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,239 $649K <0.01% -6,022 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 1,224 $641K <0.01% +787 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 1,221 $639K 0.01% 0 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,198 $635K <0.01% +567 13F-HR Timeline Group PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 1,200 $628K 0.16% +120 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,200 $628K <0.01% -171 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,195 $626K 0.01% -18,026 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,192 $624K 0.91% +821 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,170 $612K <0.01% -274 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,164 $609K 0.26% +6 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,101 $593K <0.01% +1 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,129 $591K 0.22% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,042 $545K <0.01% -4,561 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,039 $544K <0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 1,027 $538K 0.01% +39 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,014 $531K 0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,001 $524K <0.01% +1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 973 $509K <0.01% -273 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 965 $505K 0.06% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 963 $504K 0.03% -2 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 930 $487K <0.01% +240 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 928 $486K 0.04% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 916 $479K <0.01% 13F-HR Timeline Group ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 895 $469K 0.03% 0 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 881 $461K <0.01% -50,129 13F-HR/A Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 881 $461K 0.12% -1,771 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 863 $452K 0.04% +15 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 862 $451K 0.02% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 856 $448K <0.01% +579 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 769 $448K 0.01% 0 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 840 $440K <0.01% +40 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 835 $437K <0.01% +394 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 832 $435K <0.01% new 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 822 $430K 0.01% -10,413 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 816 $427K <0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 801 $419K <0.01% -57 13F-HR Timeline Group Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 800 $419K 1.01% +100 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 777 $411K 0.01% -184 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 772 $404K <0.01% +81 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 767 $402K <0.01% +699 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 758 $397K 0.12% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 745 $390K 0.02% -7 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 709 $371K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 703 $368K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 692 $362K <0.01% -591 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 682 $357K 0.04% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 675 $353K <0.01% +66 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 613 $321K 0.05% new 13F-HR Timeline PSP Research LLC More: the full row for PSP Research LLC 600 $314K 0.22% -292 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 582 $305K <0.01% -47 13F-HR/A Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 568 $297K 0.06% +1 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 567 $296K <0.01% -1,859 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 549 $287K <0.01% -20 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 540 $283K 0.02% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 532 $278K 0.04% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 530 $277K <0.01% -54 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 520 $272K <0.01% +11 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 517 $271K 0.01% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 510 $267K <0.01% +65 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 505 $264K <0.01% -14 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 500 $262K 0.03% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 500 $262K 0.04% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $260K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 484 $253K <0.01% +70 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 473 $248K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 468 $245K <0.01% +42 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 466 $244K <0.01% -192 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 459 $240K 0.02% -704 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 456 $239K <0.01% -5 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 454 $238K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 455 $231K <0.01% -274 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 433 $227K 1.02% -192 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 431 $226K <0.01% +2 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 424 $223K 0.04% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 422 $221K 0.16% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 420 $220K 0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 419 $219K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 419 $219K 0.01% -405 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 418 $219K <0.01% new 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 396 $207K 0.01% -24 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 388 $203K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 277 $145K <0.01% +195 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 258 $135K <0.01% +7 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 232 $121K 0.01% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 230 $120K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 213 $111K <0.01% +91 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 194 $102K <0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 178 $93.2K 0.09% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 161 $84K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 155 $81.1K 0.01% +88 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 144 $76K 0.05% -165 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 150 $75.8K <0.01% -37 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 130 $68.1K <0.01% +63 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 127 $66.5K <0.01% +12 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 127 $66.5K <0.01% -11 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 109 $57.8K <0.01% -31 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 86 $45K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 73 $38.5K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 73 $38.1K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 70 $36.6K 0.02% -24 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 62 $32.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 61 $31.9K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 52 $27.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 48 $25.1K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 46 $24.1K <0.01% -22 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 44 $23K <0.01% -24 13F-HR/A Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 40 $20.9K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 33 $17.3K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 32 $16.8K 0.01% +2 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 30 $15.7K <0.01% +1 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $15.7K <0.01% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27 $14.1K <0.01% +22 13F-HR/A Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 27 $14.1K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 27 $14.1K <0.01% -16 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 26 $13.8K <0.01% +1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24 $13K <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 24 $12.6K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23 $12K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21 $11K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 21 $11K <0.01% +11 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 20 $10.5K <0.01% -180 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20 $10.5K <0.01% +3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19 $10.1K <0.01% +10 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 17 $8.9K <0.01% +10 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 16 $8.38K <0.01% -13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14 $7.33K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $6.46K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $5.3K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10 $5.24K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10 $5.24K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 9 $4.71K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7 $3.66K <0.01% +2 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 7 $3.66K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7 $3.66K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7 $3.66K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6 $3.14K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $3.14K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $3.14K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6 $3.14K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 6 $3.03K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $2.62K <0.01% -3 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 5 $2.62K <0.01% +4 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $2.62K <0.01% new 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5 $2.62K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $2.62K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $2.62K <0.01% +3 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4 $2.09K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 4 $2.09K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4 $2.09K <0.01% 0 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $1.57K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3 $1.57K <0.01% new 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $1.14K <0.01% -75 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $1.05K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2 $1.05K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2 $1.05K <0.01% +1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2 $1.05K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $524 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $523 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1 $523 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.