WARBURG PINCUS LLC in group WARBURG PINCUS LLC More: the full row for WARBURG PINCUS LLC 28,945,643 $33.3M 2.54% -6,575,000 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,432,753 $12M <0.01% -172,560 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 8,879,203 $10.2M +1,595,320 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,941,637 $5.68M <0.01% -390,571 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,350,472 $3.85M <0.01% +744,284 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 3,113,981 $3.58M <0.01% +53,438 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,780,854 $3.2M <0.01% +86,329 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,411,441 $2.77M <0.01% -1,622,837 13F-HR Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 2,064,071 $2.37M 0.06% +405,917 13F-HR Timeline Aristotle Capital Boston, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Boston, LLC 1,496,898 $1.72M 0.09% -391,103 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,286,159 $1.48M <0.01% +1,213,761 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,147,639 $1.32M <0.01% -222,145 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,118,089 $1.29M <0.01% -19,523 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,069,799 $1.23M <0.01% -17,137 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,057,535 $1.22M <0.01% +83,303 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 950,000 $1.09M 0.02% new 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 853,319 $981K 0.02% -4,609 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 783,618 $901K <0.01% -394,814 13F-HR/A Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 783,428 $901K 0.01% +62,317 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 620,256 $713K <0.01% +65,515 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 613,311 $705K <0.01% +198,418 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 585,957 $680K 0.11% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 540,400 $621K <0.01% -96,204 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 511,366 $588K <0.01% -38,115 13F-HR Timeline Group Watchman Group, Inc. More: the full row for Watchman Group, Inc. 500,000 $575K 0.16% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 489,332 $563K <0.01% +23,291 13F-HR/A Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 464,030 $534K <0.01% +310 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 460,515 $530K -200,530 Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 438,725 $505K <0.01% +19,714 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 437,412 $503K <0.01% 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 407,417 $469K 0.03% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 365,305 $420K <0.01% -12,058 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 337,518 $388K 0.01% +81,396 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 314,424 $362K <0.01% -768,208 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 239,442 $275K 0.03% -23,624 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 232,267 $267K <0.01% -1,468 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 226,111 $260K <0.01% -787,169 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 221,965 $255K <0.01% +12,311 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 197,530 $227K <0.01% 0 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/ 190,893 $220K <0.01% -38,565 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 189,088 $217K <0.01% -28,364 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 183,076 $211K <0.01% -176,296 13F-HR/A Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 180,360 $207K 0.09% +5,060 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 176,705 $203K <0.01% +783 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 174,070 $200K 0.01% +27,798 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 173,583 $200K <0.01% +28,285 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 170,439 $196K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 164,648 $189K <0.01% -3,942 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 155,988 $180K <0.01% +2,832 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 155,775 $179K <0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 149,078 $171K <0.01% -73,806 13F-HR/A Timeline Group DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 127,376 $146K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 112,957 $130K <0.01% +7,089 13F-HR/A Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 107,561 $124K <0.01% -13,900 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 106,921 $123K 0.03% +57,757 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 106,780 $123K <0.01% -63,541 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 101,950 $117K <0.01% +1,968 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 99,802 $115K 0.01% -189,236 13F-HR Timeline Group CastleKnight Management LP More: the full row for CastleKnight Management LP 99,000 $114K 0.01% 0 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 93,597 $108K <0.01% +28,454 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 91,711 $105K <0.01% +1,454 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 88,633 $102K <0.01% +3,744 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 84,243 $96.9K <0.01% -1,568,063 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 82,559 $94.9K <0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 73,204 $84.2K <0.01% new 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 72,603 $83.5K <0.01% -1,076 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 67,400 $77.5K 0.03% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 66,197 $76.1K <0.01% +11,693 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 59,637 $68.6K 0.01% -248 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 57,213 $65.8K <0.01% -256 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 56,602 $65.1K <0.01% -436 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 50,000 $57.5K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 48,852 $56K <0.01% -98,428 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 47,244 $54K <0.01% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 46,676 $53.7K <0.01% -7,092 13F-HR/A Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 45,808 $52.7K <0.01% +26,014 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 45,531 $52.4K <0.01% +15,377 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 44,282 $50.9K <0.01% +725 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 43,600 $50.1K <0.01% +20,000 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,531 $45.5K <0.01% +1,297 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 36,846 $42K 0.01% new 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 34,218 $39.4K <0.01% 0 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 32,884 $37.8K <0.01% +19,015 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 32,081 $36.9K <0.01% -9,655 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,064 $34.6K <0.01% -4,849 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 30,061 $34.6K <0.01% +5,000 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 30,000 $34.5K <0.01% 0 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 30,000 $34.5K <0.01% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 28,698 $33K <0.01% +13,996 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 27,651 $32.1K <0.01% -12,680 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 27,773 $32K <0.01% +13,840 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,429 $26.9K <0.01% +11,579 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 23,361 $26.9K 0.01% -240 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,667 $26.1K <0.01% 0 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,646 $26K <0.01% -9,853 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 22,120 $25.4K 0.03% -8,140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McAdam, LLC More: the full row for McAdam, LLC 20,692 $23.8K <0.01% +6,207 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 20,000 $23.2K <0.01% 0 13F-HR/A Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 19,502 $22.4K <0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 17,323 $20.1K <0.01% -113 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 17,300 $19.9K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,228 $18.7K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 15,743 $18.1K <0.01% +11,634 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 14,532 $16.7K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,500 $16.7K <0.01% +2,800 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 13,020 $15K <0.01% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,269 $14.1K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,108 $13.9K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 11,829 $13.6K <0.01% 0 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 11,552 $13.3K <0.01% 0 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 11,409 $13.1K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 11,322 $13K <0.01% +1,166 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10,738 $12.3K <0.01% 0 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) 10,412 $12K <0.01% -15,775 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 10,337 $11.9K <0.01% +256 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 10,290 $11.8K 0.01% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 10,140 $11.7K <0.01% new 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 10,000 $11.5K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,364 $10.8K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12,500 $10.1K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5,675 $6.53K <0.01% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,108 $6K <0.01% +984 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,152 $5.92K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,365 $3.87K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,000 $3.45K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,950 $3K <0.01% +885 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,557 $2.94K <0.01% -2,189 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,660 $1.91K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,486 $1.71K <0.01% +1,210 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,271 $1.46K <0.01% +1,204 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,400 $1K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 840 $966 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 829 $953 <0.01% -1,674 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 734 $844 <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 727 $836 <0.01% +87 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 507 $584 <0.01% -858 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 471 $542 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 420 $483 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 265 $305 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 221 $255 <0.01% +219 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 105 $121 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 125 $113 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8 $9 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 717 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.