{"entity":{"id":"220dfd81-8a72-5b52-abdd-9d7fa5c82fef","name":"ISHARES TR","type":"Asset","kind":"asset","jurisdiction":"US","identifier":"cusip:464288661","risk":null,"flags":[],"registry_profile":null},"identity":{"linked_records":[],"also_known_in":[]},"ownership":{"as_observed":"Edges carry the date we OBSERVED them in a source registry, not a validity period. We do not currently hold ownership end dates, so a link shown here may have ended. Check the source record before relying on currency.","direct_owners":[{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"88711a5b-1183-5480-b475-b6be7327ec7b","name":"HSBC HOLDINGS PLC","type":"Company","kind":"company","identifier":"sec:0000873630"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"47db5e9a-837e-5986-bff0-32d6dd8e2bf8","name":"Moss Adams Wealth Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001661245"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ee6f95b2-87dc-5217-894e-88e0aa09b047","name":"WEST PACES ADVISORS INC.","type":"Company","kind":"company","identifier":"sec:0002004720"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"316d5565-d861-5a5b-859c-63791ba67404","name":"Continuum Advisory, LLC","type":"Company","kind":"company","identifier":"sec:0001846532"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b64c4b7d-c270-57ff-b4e7-d6d1854f6d79","name":"Fisher Asset Management, LLC","type":"Company","kind":"company","identifier":"sec:0000850529"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"549161b0-6243-5e51-9ab5-ad009575ec72","name":"Burns Matteson Capital Management, LLC","type":"Company","kind":"company","identifier":"sec:0001894164"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"e94f3d17-a312-5ddd-ab58-66522a59f270","name":"DELAP WEALTH ADVISORY, LLC","type":"Company","kind":"company","identifier":"sec:0001927705"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"127c4ac4-1895-5f58-bd09-39b9017f7454","name":"HEADINVEST, LLC","type":"Company","kind":"company","identifier":"sec:0001372130"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"80408ad7-f128-5c8f-bf9f-2e36f8057786","name":"Sunbelt Securities, Inc.","type":"Company","kind":"company","identifier":"sec:0001632932"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"5106b255-b345-5a3d-94be-6dc60710dc2d","name":"VisionPoint Advisory Group, LLC","type":"Company","kind":"company","identifier":"sec:0001750924"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"fc70a705-fecf-5586-a20a-f09c8f4e3ffc","name":"CITIGROUP INC","type":"Company","kind":"company","identifier":"sec:0000831001"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"6ccd564c-5f1a-5f73-be09-6566a737c153","name":"TAP Consulting, LLC","type":"Company","kind":"company","identifier":"sec:0001748930"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"92949de7-6825-5e06-8cae-07541dd0c51b","name":"Austin Wealth Management, LLC","type":"Company","kind":"company","identifier":"sec:0002003112"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2bd83ee9-4c0a-5298-b7ea-32c623d5a4d4","name":"B. Riley Wealth Advisors, Inc.","type":"Company","kind":"company","identifier":"sec:0001464811"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"36154a67-a34a-5cec-85f6-79456139881a","name":"Fortis Group Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001815183"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8c675f92-0251-5eb9-8e4b-1e7a780f1744","name":"IMA Wealth, Inc.","type":"Company","kind":"company","identifier":"sec:0001455495"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"112d51fe-0a06-56d4-a71a-636e0f9ca5e9","name":"TRUST CO OF VERMONT","type":"Company","kind":"company","identifier":"sec:0001134008"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ce54f528-03fa-5eee-a7b8-79c312632684","name":"BANQUE PICTET & CIE SA","type":"Company","kind":"company","identifier":"sec:0001535602"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f8230793-5d8a-52a7-939c-5963d6eb990b","name":"DEUTSCHE BANK AG\\","type":"Company","kind":"company","identifier":"sec:0000948046"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"53edd177-743b-5638-9638-55668579d544","name":"EP Wealth Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001540569"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b36a9fe6-f1b7-5fa1-85da-7070d6a11076","name":"COMERICA BANK","type":"Company","kind":"company","identifier":"sec:0000901541"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"4e6d8b46-a4df-5c3b-8798-5e90f7e9bdeb","name":"TOMPKINS FINANCIAL CORP","type":"Company","kind":"company","identifier":"sec:0001005817"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8c245f57-c2e6-5ac3-915a-6a26a5424deb","name":"SILVER OAK SECURITIES, INCORPORATED","type":"Company","kind":"company","identifier":"sec:0001080576"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"09906e3a-49ed-5f2b-8c55-f11aebb50d29","name":"Unconventional Investor, LLC","type":"Company","kind":"company","identifier":"sec:0001910387"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"5c289fcc-ebc0-59cb-ac67-45490fa59866","name":"Creative Planning","type":"Company","kind":"company","identifier":"sec:0001540235"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"0dc5be03-e549-52b8-b84f-88152ae894a0","name":"Mine & Arao Wealth Creation & Management, LLC.","type":"Company","kind":"company","identifier":"sec:0001802994"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"acea4ec4-17ca-5661-9cc8-2850d150b866","name":"Financial Gravity Asset Management, Inc.","type":"Company","kind":"company","identifier":"sec:0001741736"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"dba55fae-c04b-5cba-8809-c383b48ce078","name":"Team Financial Group, LLC","type":"Company","kind":"company","identifier":"sec:0001845163"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"fa041695-78bd-548c-adbe-d5a4463e22b0","name":"GTS SECURITIES LLC","type":"Company","kind":"company","identifier":"sec:0001452765"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"889d6933-c062-573f-a962-086a640d42a5","name":"Blueprint Investment Partners LLC","type":"Company","kind":"company","identifier":"sec:0001794467"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"d95b0b54-1d88-5ec1-976b-f31baa216120","name":"BRYN MAWR TRUST Co","type":"Company","kind":"company","identifier":"sec:0000900974"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"82593e1c-f2b7-5e10-83be-6808c647cafc","name":"HARBOUR INVESTMENTS, INC.","type":"Company","kind":"company","identifier":"sec:0000810121"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"e76f5cc5-6b30-5167-a25e-9f2b9af87387","name":"STUDIO INVESTMENT MANAGEMENT LLC","type":"Company","kind":"company","identifier":"sec:0001893893"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"250c9b5c-981f-5c02-a3ad-acec2cad4c24","name":"MORGAN STANLEY","type":"Company","kind":"company","identifier":"sec:0000895421"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"0c8d19f9-1711-58b0-8cf2-f91a11f5fab2","name":"Integrated Wealth Concepts LLC","type":"Company","kind":"company","identifier":"sec:0001737109"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"5952848b-c621-5718-87e1-87fe489ce30e","name":"Wunderlich Capital Managemnt","type":"Company","kind":"company","identifier":"sec:0001599273"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"67d6669e-649a-55b8-98bb-a615c2169dd2","name":"MERCER GLOBAL ADVISORS INC /ADV","type":"Company","kind":"company","identifier":"sec:0000853758"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a75bd5b4-e23d-5736-adc5-687f9fb4348b","name":"MANUFACTURERS LIFE INSURANCE COMPANY, THE","type":"Company","kind":"company","identifier":"sec:0000928047"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a433e536-00d8-5879-a51a-f51cded320c5","name":"Dana Investment Advisors, Inc.","type":"Company","kind":"company","identifier":"sec:0001427514"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"6b275221-1fd0-540a-9e02-4a72e36ebef7","name":"CAPTRUST FINANCIAL ADVISORS","type":"Company","kind":"company","identifier":"sec:0001512024"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"1801fd79-8ee2-53b5-96e8-2f38f2248cd6","name":"JANE STREET GROUP, LLC","type":"Company","kind":"company","identifier":"sec:0001595888"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"dc6fbfe2-fde7-5e2f-831a-0900db47cd33","name":"IAMS WEALTH MANAGEMENT, LLC","type":"Company","kind":"company","identifier":"sec:0001998182"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"7617f0a4-69c1-5c12-9e96-93b2bbaea8b9","name":"Baker Avenue Asset Management, LP","type":"Company","kind":"company","identifier":"sec:0001432529"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"10b112c3-e267-5f5d-8cbe-434c5500e9c2","name":"Buckingham Strategic Partners","type":"Company","kind":"company","identifier":"sec:0001868872"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"3191537d-2d15-59ce-a2a2-56b3b9c4aedb","name":"Ambassador Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001695078"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"145c93a2-6e3f-57a0-bc7b-6940e644f84e","name":"SevenOneSeven Capital Management","type":"Company","kind":"company","identifier":"sec:0001821035"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f5b6ae85-c5a9-50d3-9f92-6d5092a79de4","name":"Equitable Holdings, Inc.","type":"Company","kind":"company","identifier":"sec:0001333986"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ed0d80fb-c251-536f-a7f9-13977e513963","name":"Advisory Services Network, LLC","type":"Company","kind":"company","identifier":"sec:0001573876"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"1acca645-b785-5e6d-8417-e5b847a56be4","name":"TRUIST FINANCIAL CORP","type":"Company","kind":"company","identifier":"sec:0000092230"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"780140b0-6c2f-563c-9c0d-34b57788603b","name":"BECKER CAPITAL MANAGEMENT INC","type":"Company","kind":"company","identifier":"sec:0000799004"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"696e7117-f959-5a0f-91a5-aabbd79fd790","name":"SRS Capital Advisors, Inc.","type":"Company","kind":"company","identifier":"sec:0001586767"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a55d1329-08ce-5e91-ad1e-84310448638e","name":"NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO","type":"Company","kind":"company","identifier":"sec:0001141802"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"59336ad2-d5bc-54d8-bb6b-2d71743920d4","name":"LAZARD ASSET MANAGEMENT LLC","type":"Company","kind":"company","identifier":"sec:0001207017"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"d133c097-64f5-57a8-94d2-d1ee52c6eb65","name":"Rockefeller Capital Management L.P.","type":"Company","kind":"company","identifier":"sec:0001739439"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"54d4f8f7-2a5c-550c-9fe6-9bbefa34d4de","name":"CANTOR FITZGERALD, L. P.","type":"Company","kind":"company","identifier":"sec:0001024896"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"e539b9c4-35be-5e79-ac54-78b47b984828","name":"OneDigital Investment Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001690370"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"eba0eed6-ea16-5a34-810b-5a60c3dba477","name":"MILLENNIUM MANAGEMENT LLC","type":"Company","kind":"company","identifier":"sec:0001273087"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"425f1bb1-5bf7-57c8-8af4-f2677bb2f123","name":"Tyler-Stone Wealth Management","type":"Company","kind":"company","identifier":"sec:0001912584"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f817d24d-e692-5701-a1dd-b13af0882b94","name":"Ancora Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001446114"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ffc2e677-e1d3-551d-993c-a7ca4914a0cc","name":"CITADEL ADVISORS LLC","type":"Company","kind":"company","identifier":"sec:0001423053"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"97175196-7b0c-5cd2-8d2c-269243fda4ce","name":"Rainsberger Wealth Advisors, Inc.","type":"Company","kind":"company","identifier":"sec:0001912314"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"95b79a22-de8d-554d-a1cd-418ddd092098","name":"Alesco Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001269978"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"afa1a06f-33b8-510a-a23c-4293eb53ccce","name":"NewEdge Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001633516"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8b2fa366-5b0e-5f5a-a34b-2d1d5c1343bc","name":"Rehmann Capital Advisory Group","type":"Company","kind":"company","identifier":"sec:0001633037"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b36c3989-6a4e-5445-9205-b031ab3545f7","name":"BANK OF AMERICA CORP /DE/","type":"Company","kind":"company","identifier":"sec:0000070858"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2588f933-cc3b-55cc-a0a6-f1f2f6b04505","name":"AXXCESS WEALTH MANAGEMENT, LLC","type":"Company","kind":"company","identifier":"sec:0001911056"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f59e183a-79ee-5874-8178-f832c50f6e21","name":"IHT Wealth Management, LLC","type":"Company","kind":"company","identifier":"sec:0001697490"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"62121650-275b-571d-8605-b964b9147684","name":"Pictet Asset Management Holding SA","type":"Company","kind":"company","identifier":"sec:0001993888"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"05dfad4b-33e6-5efc-86ee-5053b3d94b67","name":"TRUSTCO BANK CORP N Y","type":"Company","kind":"company","identifier":"sec:0000357301"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"707d459f-315d-527d-bb9a-df971249daf5","name":"Susquehanna International Group Ltd.","type":"Company","kind":"company","identifier":"sec:0001765924"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ac002ad0-a7d0-5c4b-b452-8f246bc4b0b8","name":"Royal Bank of Canada","type":"Company","kind":"company","identifier":"sec:0001000275"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a00b99a6-6798-5523-ba2b-50c28ecd98ee","name":"GOLDMAN SACHS GROUP INC","type":"Company","kind":"company","identifier":"sec:0000886982"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"c6b54a9d-4bff-52aa-8ef4-d198a62ebfb9","name":"SUSQUEHANNA INTERNATIONAL GROUP, LLP","type":"Company","kind":"company","identifier":"sec:0001446194"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2be986e1-df05-5667-b008-dbe585090f04","name":"Lido Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001650150"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"41205ef5-12e1-5517-b9d4-fbca87801793","name":"SCOTIA CAPITAL INC.","type":"Company","kind":"company","identifier":"sec:0001335644"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"6bc77509-6067-5f11-b2ad-096ba60a746f","name":"Ascent Group, LLC","type":"Company","kind":"company","identifier":"sec:0001913231"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"647b13f5-8214-5b82-94da-2a0c75861bb1","name":"CWA Asset Management Group, LLC","type":"Company","kind":"company","identifier":"sec:0001667134"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"fcec1425-aeb7-5f5b-a380-4e9c6ab6cb81","name":"Beacon Bridge Wealth Partners, LLC","type":"Company","kind":"company","identifier":"sec:0001965468"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"7cf5e350-6005-568f-bf19-c89daee80374","name":"Tower Research Capital LLC (TRC)","type":"Company","kind":"company","identifier":"sec:0001533421"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"c8788e40-9bf5-5bf4-9411-0015af4ed266","name":"Jefferies Financial Group Inc.","type":"Company","kind":"company","identifier":"sec:0000096223"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ce601693-02a2-555c-9b2d-7b58b8a53b98","name":"Lombard Odier Asset Management (USA) Corp","type":"Company","kind":"company","identifier":"sec:0001491719"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"adb7aa38-c97a-5bfc-9b03-16fc699510ad","name":"UNITED CAPITAL FINANCIAL ADVISERS, LLC","type":"Company","kind":"company","identifier":"sec:0001463217"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"3086c5d1-47ce-52b7-b0e9-5059297305af","name":"RAYMOND JAMES TRUST N.A.","type":"Company","kind":"company","identifier":"sec:0001088950"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b156ee7c-f797-5412-9979-7693c7ea699d","name":"Cetera Advisor Networks LLC","type":"Company","kind":"company","identifier":"sec:0001534468"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8e952027-68bf-5e21-a084-0cd90fd430e0","name":"Cetera Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001534400"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"3dcdd77e-f728-5b20-9ce9-f9075d1a0180","name":"Cetera Investment Advisers","type":"Company","kind":"company","identifier":"sec:0001666741"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"cdaf5ebb-d714-55f4-8b90-0c07b65f6f17","name":"Newport Capital Group, LLC","type":"Company","kind":"company","identifier":"sec:0001869032"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"45f1e148-a006-536a-bf95-48cd65d6057f","name":"Family Management Corp","type":"Company","kind":"company","identifier":"sec:0001539947"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ed379172-f7d5-552d-947b-ebb69488a464","name":"DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main","type":"Company","kind":"company","identifier":"sec:0001694217"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"208b642f-165b-51ec-9d17-8b580f53736a","name":"BOKF, NA","type":"Company","kind":"company","identifier":"sec:0000009634"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"572cb378-a4b6-5c81-bbe0-a6ddeccd1162","name":"Apollon Wealth Management, LLC","type":"Company","kind":"company","identifier":"sec:0001764387"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f4b73d12-29a4-560e-8478-b3d0aa05d77a","name":"Perennial Investment Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001801523"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2603027f-7e24-576f-b44d-b1093eea6c5c","name":"TWO SIGMA SECURITIES, LLC","type":"Company","kind":"company","identifier":"sec:0001450144"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a90380cf-aacb-57e4-9c2f-85d0a22a6695","name":"Coppell Advisory Solutions LLC","type":"Company","kind":"company","identifier":"sec:0001848433"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a9d1d626-a0ce-5b57-b7aa-55631a30ac7c","name":"Johnson Financial Group, Inc.","type":"Company","kind":"company","identifier":"sec:0001477024"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"90e0e380-57de-54dd-a526-8330633609b6","name":"Centiva Capital, LP","type":"Company","kind":"company","identifier":"sec:0001692507"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"696e14e3-38c1-56b4-8f19-b7b58210c5a6","name":"Southeast Asset Advisors Inc.","type":"Company","kind":"company","identifier":"sec:0001390003"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"463e7be9-b11e-5e75-b731-79cf3c83903d","name":"AMERIPRISE FINANCIAL INC","type":"Company","kind":"company","identifier":"sec:0000820027"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ec2cca29-d625-559d-a23a-4cfba2b40595","name":"FIRST MANHATTAN CO. LLC.","type":"Company","kind":"company","identifier":"sec:0000728083"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"92735bc2-1588-5286-82b4-44152c83e038","name":"STEPHENS INC /AR/","type":"Company","kind":"company","identifier":"sec:0000757657"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b5d78cc6-f7a9-51f7-86f6-7c9626f4b6f4","name":"Voya Financial Advisors, Inc.","type":"Company","kind":"company","identifier":"sec:0001424367"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"117f9082-d7c4-5a27-a3c4-b353d9d905ed","name":"Blue Edge Capital, LLC","type":"Company","kind":"company","identifier":"sec:0001599620"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"76d85468-189b-57be-b3f2-e72f6afd89ce","name":"New Legacy Group, LLC","type":"Company","kind":"company","identifier":"sec:0001908065"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f74fdfaa-15c9-5f15-aa9f-33e9413d9ce7","name":"Snowden Capital Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001903055"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"034ceaba-f826-504d-ab22-45890ac933e8","name":"CREATIVE FINANCIAL DESIGNS INC /ADV","type":"Company","kind":"company","identifier":"sec:0000819864"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"cb3e1c3c-a0ac-52d8-9508-07a85569e24f","name":"COOPERMAN LEON G","type":"Company","kind":"company","identifier":"sec:0000898382"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ce753901-d68e-5614-93f8-446f967659c4","name":"Juniper Hill Capital Management LP","type":"Company","kind":"company","identifier":"sec:0001803460"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ff804825-2634-50b5-913d-2cf722e92114","name":"Horizon Investments, LLC","type":"Company","kind":"company","identifier":"sec:0001560717"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f440e508-bf52-554b-b9b0-c61f094c93d7","name":"TITLEIST ASSET MANAGEMENT, LLC","type":"Company","kind":"company","identifier":"sec:0001977759"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"15b10589-1199-54b3-9dd8-24ccf44dbff9","name":"Thrivent Financial for Lutherans","type":"Company","kind":"company","identifier":"sec:0000314984"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"1218ece6-5ac4-5fea-957e-de2eca8d09bf","name":"Icon Wealth Partners, LLC","type":"Company","kind":"company","identifier":"sec:0001718732"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"bbf6f00e-fafb-5cfb-b593-0f4b53ac5317","name":"EVERGREEN CAPITAL MANAGEMENT LLC","type":"Company","kind":"company","identifier":"sec:0001260824"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"1fd4b334-bbbc-5ce3-9b4f-5f548788d3ab","name":"CFS Investment Advisory Services, LLC","type":"Company","kind":"company","identifier":"sec:0001845688"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a4a5c7b3-3c97-59f2-b137-c962fb91b52e","name":"PARTNERS CAPITAL INVESTMENT GROUP, LLP","type":"Company","kind":"company","identifier":"sec:0001694870"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"39954ce5-1843-57d7-9969-0e3b95104a9c","name":"Oxbow Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001564770"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"0fc87a53-0b6f-54be-9817-a495f025d886","name":"TCG Advisory Services, LLC","type":"Company","kind":"company","identifier":"sec:0001841815"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"6872149f-7ee8-5d82-b447-f1121569e4fa","name":"BOOTHBAY FUND MANAGEMENT, LLC","type":"Company","kind":"company","identifier":"sec:0001549230"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"7108dfc4-ac68-5e5e-af00-71f91231b78f","name":"Crabel Capital Management, LLC","type":"Company","kind":"company","identifier":"sec:0001536557"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"57b13c4c-0fc1-5a7c-9b62-93d2fd92ce99","name":"INNEALTA CAPITAL, LLC","type":"Company","kind":"company","identifier":"sec:0001752579"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8360da2b-8c9e-5288-bcb5-20f5da85c163","name":"JPMORGAN CHASE & CO","type":"Company","kind":"company","identifier":"sec:0000019617"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"6b5d0621-11c8-5cc6-9ea5-063521561501","name":"MML INVESTORS SERVICES, LLC","type":"Company","kind":"company","identifier":"sec:0000701059"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"022b6c6a-c40a-555a-aa2b-ecfb239b5fac","name":"Fiduciary Trust Co","type":"Company","kind":"company","identifier":"sec:0000035442"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f2d1d7a4-8260-5d3d-b7ef-bc6521441d42","name":"BNP PARIBAS ARBITRAGE, SNC","type":"Company","kind":"company","identifier":"sec:0001166588"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"26a57553-3d43-5b4c-ab95-592be1c0379e","name":"Riggs Asset Managment Co. Inc.","type":"Company","kind":"company","identifier":"sec:0001601348"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"eba1a643-0873-5f6b-b5e8-d5aeab5417bc","name":"Farther Finance Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001992825"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"7a92cc5d-dd1c-5fb7-ac70-da9916a7cd63","name":"Cerity Partners LLC","type":"Company","kind":"company","identifier":"sec:0001566475"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"34c296b7-c63c-5ea2-96a4-b80859fed407","name":"COMMERCE BANK","type":"Company","kind":"company","identifier":"sec:0001009076"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"032acd9c-0532-500e-a85a-5b81a52b17c6","name":"PRIVATE CAPITAL MANAGEMENT LLC","type":"Company","kind":"company","identifier":"sec:0001778185"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8e0f3239-4189-5c5e-83ff-bff74f464a34","name":"Parallel Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001690010"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"009b149a-0602-5e1a-afb2-8ae8e8dc3ea1","name":"BANK OF HAWAII","type":"Company","kind":"company","identifier":"sec:0000315080"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"463c61d6-704b-51ce-b349-bd4003fabc00","name":"Jacobi Capital Management LLC","type":"Company","kind":"company","identifier":"sec:0001689646"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"25ae0b88-8221-5d85-a4b2-9307d93bfb34","name":"EPG Wealth Management LLC","type":"Company","kind":"company","identifier":"sec:0001803058"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2a68f181-edb6-57da-a301-dc977367da80","name":"CARY STREET PARTNERS INVESTMENT ADVISORY LLC","type":"Company","kind":"company","identifier":"sec:0001766904"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a3c6c063-38c0-5c10-82c1-c03e67278a01","name":"AlphaCore Capital LLC","type":"Company","kind":"company","identifier":"sec:0001713662"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b3512447-40de-5833-ac65-8ae6b4be9add","name":"SCS Capital Management LLC","type":"Company","kind":"company","identifier":"sec:0001303159"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"cd228701-9a52-5b00-bd63-7cff916ac4ee","name":"Rice Partnership, LLC","type":"Company","kind":"company","identifier":"sec:0001736736"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"fc685653-c061-596d-b494-c18cfe778df8","name":"Stelac Advisory Services LLC","type":"Company","kind":"company","identifier":"sec:0001519676"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"feaeb688-fbb3-5ef2-b0bb-5dee5b96298d","name":"CITIZENS FINANCIAL GROUP INC/RI","type":"Company","kind":"company","identifier":"sec:0000759944"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"61a244c4-a9ca-50d5-a9c3-a85e2925319c","name":"Mariner, LLC","type":"Company","kind":"company","identifier":"sec:0001373442"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f75cca83-2306-5616-94cc-389ce2ff4097","name":"Visionary Wealth Advisors","type":"Company","kind":"company","identifier":"sec:0001802984"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"f8a8ef62-363e-5629-82bb-d9a824fa0630","name":"K2 PRINCIPAL FUND, L.P.","type":"Company","kind":"company","identifier":"sec:0001461790"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"9ff01ac6-6e8f-51d4-b58a-5ee1205aa150","name":"Cadence Bank","type":"Company","kind":"company","identifier":"sec:0001299939"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"66dd4f8d-70a1-5bb2-9ead-cf05917b10f3","name":"CENTAURUS FINANCIAL, INC.","type":"Company","kind":"company","identifier":"sec:0000891943"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2ccb2efd-f74e-5174-97a2-cb3bd80ab9e2","name":"LEVEL FOUR ADVISORY SERVICES, LLC","type":"Company","kind":"company","identifier":"sec:0001696715"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8d71f616-a672-55ac-8fa7-79c13793b5ab","name":"BUCKINGHAM STRATEGIC WEALTH, LLC","type":"Company","kind":"company","identifier":"sec:0001542421"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8f2a861e-803c-5c5d-8408-b149485787ed","name":"HANCOCK WHITNEY CORP","type":"Company","kind":"company","identifier":"sec:0000750577"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b2d0d3b1-b06f-5f58-949f-e07f33d0e78f","name":"Operose Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001909750"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"af06995b-7af2-5d23-8764-8aac971a8e47","name":"Ameritas Advisory Services, LLC","type":"Company","kind":"company","identifier":"sec:0001901275"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ce38db41-6cc6-5305-8be2-4019f393b48f","name":"GeoWealth Management, LLC","type":"Company","kind":"company","identifier":"sec:0001593387"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"0099b99a-6ecf-5f2e-b070-04b80fd886df","name":"SYNOVUS FINANCIAL CORP","type":"Company","kind":"company","identifier":"sec:0000018349"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"27cacc5c-c466-5354-b2a5-2a86d2cd4ab1","name":"Pegasus Partners Ltd.","type":"Company","kind":"company","identifier":"sec:0001650654"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b6ff8dbc-e663-590d-88a1-96bd0b2383aa","name":"Baird Financial Group, Inc.","type":"Company","kind":"company","identifier":"sec:0001648711"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"07d68606-c7b0-5a2c-a478-623d876438b5","name":"Ciovacco Capital Management LLC","type":"Company","kind":"company","identifier":"sec:0001653012"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"c0183da3-cbc1-5fc9-9e8b-10c9b188f5ad","name":"TCTC Holdings, LLC","type":"Company","kind":"company","identifier":"sec:0001483870"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2eb10c1b-f992-5ea2-9c2a-22ded12d2e0b","name":"Fortis Advisors, LLC","type":"Company","kind":"company","identifier":"sec:0001697478"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"874f6c8c-f725-55f1-a076-27b90b02867e","name":"Steward Partners Investment Advisory, LLC","type":"Company","kind":"company","identifier":"sec:0001723397"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"59e3cdc4-0fa2-5859-830b-e18629afdf94","name":"NORTHERN TRUST CORP","type":"Company","kind":"company","identifier":"sec:0000073124"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ca06ea6e-ba9f-583e-90c1-00733a5e231e","name":"LGL PARTNERS, LLC","type":"Company","kind":"company","identifier":"sec:0001653202"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"6003f1d8-9884-5b32-a5b7-484810d028f9","name":"STIFEL FINANCIAL CORP","type":"Company","kind":"company","identifier":"sec:0000720672"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"5586b108-3d58-5f9a-a015-a3653226d346","name":"FFT WEALTH MANAGEMENT LLC","type":"Company","kind":"company","identifier":"sec:0001653199"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"c245c2c5-1017-567c-91bd-51a7d8353aef","name":"NorthCrest Asset Manangement, LLC","type":"Company","kind":"company","identifier":"sec:0001893159"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"c351dbcd-4c0e-5845-bcc9-bae155f4dcf8","name":"PRUDENTIAL FINANCIAL INC","type":"Company","kind":"company","identifier":"sec:0001137774"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a660d794-dc7f-55cd-ac2e-8b2eb513c288","name":"WEALTH ENHANCEMENT ADVISORY SERVICES, LLC","type":"Company","kind":"company","identifier":"sec:0001632972"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"894ac2eb-0d28-58d1-a6ae-53fc00ab1f73","name":"UBS ASSET MANAGEMENT AMERICAS INC","type":"Company","kind":"company","identifier":"sec:0000861177"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"240ad51b-daef-55f7-93cd-548ccab5ccc2","name":"TD Waterhouse Canada Inc.","type":"Company","kind":"company","identifier":"sec:0001999606"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"1320ec8b-d4fc-5340-b28b-beb59e66ff16","name":"DFPG INVESTMENTS, LLC","type":"Company","kind":"company","identifier":"sec:0001504665"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"4a6a92ad-9530-50c1-81eb-646aee6ccb64","name":"Global Endowment Management, LP","type":"Company","kind":"company","identifier":"sec:0001512237"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"1f0a5c7c-afb5-5d46-a318-8e25d636dd47","name":"KM Capital Management Ltd.","type":"Company","kind":"company","identifier":"sec:0001963514"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"01fbd165-699e-54b6-b7dd-a8f766b83631","name":"Relative Value Partners Group, LLC","type":"Company","kind":"company","identifier":"sec:0001649910"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"878b44d8-baa6-5cad-817d-59af9e66a20f","name":"OSAIC HOLDINGS, INC.","type":"Company","kind":"company","identifier":"sec:0001677044"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"fa81420f-ebbc-559e-b6c8-1fe26fa9ff1e","name":"GenWealth Group, Inc.","type":"Company","kind":"company","identifier":"sec:0001713678"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"9c5a85f8-7feb-5727-acc4-0e312b843a26","name":"VALLEY NATIONAL ADVISERS INC","type":"Company","kind":"company","identifier":"sec:0000773411"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2e36b63a-76d6-5ac9-8441-96f4b0df7615","name":"HRT FINANCIAL LP","type":"Company","kind":"company","identifier":"sec:0001475597"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"aa628fb0-9215-528c-81d1-e92876bc1d86","name":"SBB Research Group LLC","type":"Company","kind":"company","identifier":"sec:0001896711"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"d584310d-0e6a-5802-b46c-d7e02f76211f","name":"Prospera Financial Services Inc","type":"Company","kind":"company","identifier":"sec:0001541625"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"3a74cf5a-b87e-527c-b2bd-bf0c41717889","name":"Integrity Financial Corp /WA","type":"Company","kind":"company","identifier":"sec:0001917704"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"9e126275-5c23-588a-995b-829fbc8301b5","name":"Hilton Capital Management, LLC","type":"Company","kind":"company","identifier":"sec:0001541211"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"90e76fc2-04c9-5c3a-b0ff-21ae3635f44f","name":"Rain Capital Management, LLC","type":"Company","kind":"company","identifier":"sec:0001667553"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2f23d7c4-9375-5cc2-97e0-3949263f3c6e","name":"Resurgent Financial Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001912339"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b13f41a6-67c2-507f-90db-bf90ae0038e9","name":"LPL Financial LLC","type":"Company","kind":"company","identifier":"sec:0001403438"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"ac4ce83b-4624-5155-85bb-68de2d064c5c","name":"CARDIFF PARK ADVISORS, LLC","type":"Company","kind":"company","identifier":"sec:0001910000"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"d8cee2ed-cd10-580d-b311-57863d3af9fb","name":"Regal Investment Advisors LLC","type":"Company","kind":"company","identifier":"sec:0001559789"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"b3b2bdc5-926a-5d61-b241-9e5b26b21340","name":"O'SHAUGHNESSY ASSET MANAGEMENT, LLC","type":"Company","kind":"company","identifier":"sec:0001423442"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"fa9eb2f6-7ba7-55c2-aad3-0361c99e5c83","name":"One Charles Private Wealth Services, LLC","type":"Company","kind":"company","identifier":"sec:0001800938"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"c849f407-2158-5c99-abd6-68801771d4cf","name":"FRANKLIN RESOURCES INC","type":"Company","kind":"company","identifier":"sec:0000038777"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"a54c0d65-0259-586d-bd5e-756ec9a3ff31","name":"MATHER GROUP, LLC.","type":"Company","kind":"company","identifier":"sec:0001527641"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"08516e33-1082-5e04-aea6-45e2201918a0","name":"Ameritas Investment Partners, Inc.","type":"Company","kind":"company","identifier":"sec:0001055980"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"03b446a0-dae9-53a6-a87e-a795c9dc6a72","name":"MEEDER ASSET MANAGEMENT INC","type":"Company","kind":"company","identifier":"sec:0000809443"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8e3e06b4-1878-5c3a-8026-d1ca27d15837","name":"WELLS FARGO & COMPANY/MN","type":"Company","kind":"company","identifier":"sec:0000072971"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"e58eec1a-c243-5e6d-b77f-6106c82261df","name":"BENJAMIN EDWARDS INC","type":"Company","kind":"company","identifier":"sec:0001451623"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"300c5ca0-55a6-5821-bec2-f6c073568f5e","name":"BENJAMIN F. EDWARDS & COMPANY, INC.","type":"Company","kind":"company","identifier":"sec:0001445065"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2b504eaf-2cd1-5613-bd7d-570a2d17f5f9","name":"ORG Partners LLC","type":"Company","kind":"company","identifier":"sec:0001979372"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"dcc6b9ac-9743-5589-b676-08418f1d6795","name":"Madison Asset Management, LLC","type":"Company","kind":"company","identifier":"sec:0001299351"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"de99f159-ec4e-59d3-92f8-99a4e27d998f","name":"Capital Analysts, LLC","type":"Company","kind":"company","identifier":"sec:0001624758"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"8766c6d7-9255-506b-b860-4f13d6b4b7ac","name":"1832 Asset Management L.P.","type":"Company","kind":"company","identifier":"sec:0000944388"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"bb3b12bc-15d8-5824-8eed-073a20a95c04","name":"Qube Research & Technologies Ltd","type":"Company","kind":"company","identifier":"sec:0001729829"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"5538cf32-780d-563a-9e4f-54bc57fa459f","name":"Colonial Trust Co / SC","type":"Company","kind":"company","identifier":"sec:0001954093"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"eb8848c9-8f3f-5002-902a-8b475da6010a","name":"BlackRock Inc.","type":"Company","kind":"company","identifier":"sec:0001364742"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"2c7f2bbd-4e36-5ce6-b8e9-71f45738ed5c","name":"FIRST TRUST ADVISORS LP","type":"Company","kind":"company","identifier":"sec:0001125816"}},{"role":"13F holder","share":null,"source":"SEC EDGAR (13F)","party":{"id":"71b96df2-b935-5f68-ad13-77ce058fd65e","name":"Connectus Wealth, LLC","type":"Company","kind":"company","identifier":"sec:0001857493"}}],"holdings":[],"ubo_chain":[{"depth":1,"from":"88711a5b-1183-5480-b475-b6be7327ec7b","fromName":"88711a5b-1183-5480-b475-b6be7327ec7b","to":"220dfd81-8a72-5b52-abdd-9d7fa5c82fef","toName":"220dfd81-8a72-5b52-abdd-9d7fa5c82fef","role":"13F holder","share":null,"source":"SEC EDGAR (13F)"}],"ubo_chain_locked":727,"ubo_chain_note":"Full UBO chain requires a paid API key or a one-off dossier — whiteintel.dev/pricing."},"risk":{"level":null,"flags":[],"note":"Not yet risk-scored."},"exposure":{"exposed":false},"financials":null,"sources":[{"registry":"sec_13f","source_url":"https://www.sec.gov/data-research/sec-markets-data/form-13f-data-sets"}],"access":{"tier":"free","note":"Free tier: identity, cross-source links, 1-hop subsidiaries, risk/sanctions, latest financials and provenance. The full multi-hop UBO chain, itemised assets (aircraft/sanctioned vessels/securities/real estate) and financial history unlock with a paid API key or a one-off dossier — whiteintel.dev/pricing."},"purchase":{"entity_id":"220dfd81-8a72-5b52-abdd-9d7fa5c82fef","tiers":[{"tier":"standard","eur":39,"unlocks":"full multi-hop UBO chain + year-over-year financial history"}],"how_to_buy":{"human_checkout_url":"https://whiteintel.dev/entity/220dfd81-8a72-5b52-abdd-9d7fa5c82fef#buy","human_handoff":"You (the agent) cannot complete a card payment. Show human_checkout_url to your operator — it opens this entity's buy box directly. The MCP/REST flows below are for a caller that HAS a human in the loop to finish Stripe Checkout.","mcp_endpoint":"https://whiteintel.dev/api/mcp","mcp_flow":"buy_dossier { tier, entity_id } → hand the returned checkout_url to a human (it is a Stripe page, not a machine endpoint) → claim_dossier { session_id } → get_dossier { id, token }","rest_create":"POST https://azmnkvjnelbdjnmukxll.supabase.co/functions/v1/dossier-checkout  {\"action\":\"create\",\"tier\":\"standard\",\"entity_id\":\"220dfd81-8a72-5b52-abdd-9d7fa5c82fef\"}  → { \"url\": \"<stripe_checkout_url>\" }","rest_claim":"POST the same endpoint {\"action\":\"claim\",\"session_id\":\"cs_…\"} → { \"token\" } ; then re-request this dossier with ?token=<token> for the full report"},"pricing_page":"https://whiteintel.dev/pricing"},"source":"corpus"}