|  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 10,051 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 11,079 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 7,009 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Rowe T Price Blue Chip Growt
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 2,149 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 10,747 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 11,175 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 13,551 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 4,456 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Undiscovered Managers Fds
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 811,722 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Guggenheim Defined Portfolio Ut1754 Flradi17 Cm
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 12,424 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Columbia Fds Ser Tr Ii Mass
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 42,835 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 8,159 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 2,303 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 32,877 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 10,821 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 107,998 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 2,244,189 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 2,500,001 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 2,570,891 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 7,572 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Undiscovered Managers Fds
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 6,122 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Rowe T Price Mid Cap Growth
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 371,419 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 2,118,768 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 66,923 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Price T Rowe Growth Stk Fd I
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 278,809 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 2,919,777 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Rowe T Price Equity Income F
     | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 157,559 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 3,441,919 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q4 2019
                  Filed on Feb 04, 2020
                 | 115,883 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q3 2019
                  Filed on Nov 06, 2019
                 | 1,780 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q3 2019
                  Filed on Nov 06, 2019
                 | 4,095 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q3 2019
                  Filed on Nov 06, 2019
                 | 52,171 |                   
      $34.94 - $39.59
      $1.82M - $2.07M
     |  | 
          
          
          
            |  | 
                
                  Q3 2019
                  Filed on Nov 06, 2019
                 | 5,699 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q3 2019
                  Filed on Nov 06, 2019
                 | 21,692 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Rowe T Price Mid Cap Growth
     | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 2,529 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 24,676 |                   
      $3.42 - $4.26
      $84.4K - $105K
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 4,879 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 123,735 |                   
      $16.79 - $18.6
      $2.08M - $2.3M
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 11,349 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 4,981 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 103,193 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 2,359 |                   
      $83.82 - $115.53
      $198K - $273K
     |  | 
          
          
          
            | 
                  
    
      
     
      Vanguard Intl Equity Index F
     | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 17,227 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 2,262 |                   
      $837.83 - $927.0
      $1.9M - $2.1M
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 32,470 | 
      N/A
     |  | 
          
          
          
            | 
                  
    
      
     
      Dfa Invt Dimensions Group In
     | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 122,924 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 34,428 | 
      N/A
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 2,671 |                   
      $80.35 - $93.9
      $215K - $251K
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 12,396 |                   
      $24.75 - $35.18
      $307K - $436K
     |  | 
          
          
          
            |  | 
                
                  Q2 2019
                  Filed on Jul 30, 2019
                 | 10,224 | 
      N/A
     |  |