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STOCK TICKER:
iShares Trust - iShares MSCI ACWI Index Fund   (ticker: ACWI)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 80
0 100 80
Current Holdings: 87,417,025
Previous Holdings: 64,152,705
Change: 36.26%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
CI INVESTMENTS INC. bought13,043,023 13,043,023 Allianz Asset Management AG 98%8,663,995 178,609
BANK OF AMERICA CORP /DE/ bought4,451,115 4,451,115 CREDIT SUISSE/ 99%4,020,518 30,761
MORGAN STANLEY bought3,001,794 3,001,794 BARCLAYS PLC sold3,364,554 0
HSBC HOLDINGS PLC bought2,954,084 2,954,084 Susquehanna International Group, LLP 42%1,135,729 1,572,875
ALLIANCEBERNSTEIN L.P. 231%2,194,642 3,142,972 PARAMETRIC PORTFOLIO ASSOCIATES 95%794,535 37,535
Sageworth Trust Co bought2,176,079 2,176,079 HORIZON ASSET MANAGEMENT INC/NY sold571,930 0
ICONIQ Capital, LLC bought1,869,181 1,869,181 Banco Santander, S.A. sold505,141 0
Clal Insurance Enterprises Holdings Ltd bought1,846,371 1,846,371 WELLS FARGO & CO/MN 24%490,466 1,538,288
ROYAL BANK OF CANADA bought1,222,684 1,222,684 Arlington Capital Management, Inc. 79%378,992 98,567
CANADA PENSION PLAN INVESTMENT BOARD bought1,150,000 1,150,000 Cooper Financial Group 98%368,262 7,751
TEXAS TREASURY SAFEKEEPING TRUST CO 84%733,343 1,603,843 WELLINGTON MANAGEMENT CO LLP 59%305,124 212,694
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought547,294 547,294 IEQ CAPITAL, LLC 57%263,809 197,208
BANK OF NOVA SCOTIA / bought518,050 518,050 Rockefeller Capital Management L.P. sold226,831 0
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought350,557 350,557 ARLINGTON PARTNERS LLC 88%201,734 26,723
O'Brien Wealth Partners LLC 126%229,493 410,941 Cutler Group LP 100%194,358 42
FLOW TRADERS U.S. LLC bought225,517 225,517 Edgehill Endowment Partners, LLC 28%150,371 387,840
BB&T CORP bought225,075 225,075 CLIENT 1ST ADVISORY GROUP, LLC 77%148,734 43,753
Bank of New York Mellon CORP 148%204,391 342,613 Diversified Trust Co 82%140,921 30,238
Cresset Asset Management, LLC bought202,421 202,421 Veritable, L.P. sold133,319 0
Rainwater Charitable Foundation bought181,817 181,817 Bernicke & Associates, LTD 33%120,614 245,713
OLD MISSION CAPITAL LLC bought180,784 180,784 JANE STREET GROUP, LLC 6%118,573 1,745,713
Cornerstone Advisors, Inc. 135%173,159 301,554 WOLVERINE TRADING, LLC sold115,264 0
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 26,721%172,619 173,265 DIMENSION CAPITAL MANAGEMENT PARTNERS 15%113,361 661,617
Summit Rock Advisors, LLC 21%165,539 957,719 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. sold112,162 0
Global Alpha Capital Management Ltd. bought157,170 157,170 AdvisorNet Financial, Inc 37%108,430 183,196
SIMPLEX TRADING, LLC 533%143,189 170,070 FRANKLIN RESOURCES INC 90%105,559 11,258
BABSON CAPITAL MANAGEMENT LLC bought123,991 123,991 Raymond James Financial Services Advisors, Inc. 52%100,355 91,817
GREAT VALLEY ADVISOR GROUP, INC. bought106,677 106,677 Harel Insurance Investments & Financial Services Ltd. 40%99,301 146,111
Horst & Graben Wealth Management LLC bought101,188 101,188 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 43%95,513 125,927
Pathstone Family Office, LLC bought96,594 96,594 MEITAV DASH INVESTMENTS LTD 53%94,986 83,677
Qube Research & Technologies Ltd bought95,934 95,934 HighTower Advisors, LLC 51%90,704 88,313
BESSEMER GROUP INC 1%93,169 11,457,648 Smart Money Group LLC sold85,915 0
Kovitz Investment Group Partners, LLC bought86,302 86,302 STATE STREET CORP 23%84,900 290,907
Financial Management Professionals, Inc. 70%70,150 170,908 EPIQ Capital Group, LLC 18%79,338 370,279
NATIXIS bought67,500 67,500 Vivaldi Capital Management, LLC 65%79,266 43,065
USAdvisors Wealth Management, LLC bought64,649 64,649 RAYMOND JAMES & ASSOCIATES 17%74,435 375,387
Northside Capital Management, LLC bought64,259 64,259 ROWLAND CARMICHAEL ADVISORS INC /ADV 99%72,788 722
GOLDMAN SACHS GROUP INC bought63,143 63,143 Twele Capital Management, Inc. 92%72,600 6,000
First Allied Advisory Services, Inc. bought61,453 61,453 J P MORGAN CHASE & CO 15%70,363 400,286
DRW Securities, LLC bought61,354 61,354 WealthStone, Inc. 81%65,571 15,232
Columbus Macro, LLC 126%57,539 103,025 EVOKE WEALTH, LLC 6%64,673 1,101,839
Mutual Advisors, LLC bought57,400 57,400 Investure LLC sold64,247 0
QUADRANT CAPITAL GROUP LLC bought57,394 57,394 PRUDENTIAL CORP PLC 11%62,926 489,944
DEUTSCHE BANK AG 138%53,437 92,179 VIVID FINANCIAL MANAGEMENT, INC. sold54,943 0
Altshuler Shaham Ltd 37%51,432 188,982 ALTFEST L J & CO INC 85%51,013 8,667
MASSMUTUAL TRUST CO FSB/ADV 681%51,040 58,540 SEI INVESTMENTS CO 40%45,977 69,061
Private Advisor Group, LLC 28%44,629 204,769 AdvicePeriod, LLC 57%43,800 32,503
ING INVESTMENT MANAGEMENT LLC bought41,309 41,309 AE Wealth Management LLC 50%42,254 41,671
BROWN ADVISORY HOLDINGS INC bought39,945 39,945 UBS Group AG 59%40,579 28,765
Belpointe Asset Management LLC bought38,214 38,214 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 20%40,190 160,570
Itau Unibanco Holding S.A. bought37,700 37,700 Austin Private Wealth, LLC sold38,358 0
Freestone Capital Holdings, LLC 98%37,022 74,753 Astoria Strategic Wealth, Inc. 67%37,517 18,363
CITIGROUP INC 90%36,828 77,924 Janney Montgomery Scott LLC 72%34,882 13,577
AMERIPRISE FINANCIAL INC bought35,813 35,813 Phoenix Holdings Ltd. sold33,080 0
Fulcrum Equity Management bought29,959 29,959 CKW FINANCIAL GROUP 65%32,927 18,095
SCHRODER INVESTMENT MANAGEMENT GROUP bought28,671 28,671 TIEDEMANN WEALTH MANAGEMENT, LLC 30%30,907 70,679
AMG National Trust Bank bought26,173 26,173 Patriot Financial Group Insurance Agency, LLC 79%30,850 7,981
MILLENNIUM MANAGEMENT LLC bought25,086 25,086 Soltis Investment Advisors LLC sold29,373 0
CWM, LLC 7,336%23,695 24,018 JENNISON ASSOCIATES LLC sold25,868 0
NOMURA ASSET MANAGEMENT CO LTD 144%23,200 39,310 MML INVESTORS SERVICES, LLC 58%25,778 18,700
Blue Creek Investment Partners, LLC 6%22,121 370,983 Brightworth 70%24,756 10,615
US BANCORP DE 13%21,609 183,284 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 15%23,035 134,121
Sequoia Financial Advisors, LLC 18%21,572 142,839 Princeton Global Asset Management LLC 66%21,391 10,949
Fund Evaluation Group, LLC bought21,470 21,470 WestEnd Advisors, LLC 94%20,526 1,385
BP WEALTH MANAGEMENT, LLC 13,417%21,199 21,357 DUPONT CAPITAL MANAGEMENT 20%18,605 75,588
Ackerman Capital Advisors, LLC bought20,737 20,737 TFO-TDC, LLC 36%18,217 32,679
Bank Julius Baer & Co. Ltd, Zurich bought20,656 20,656 NYL Investors LLC 16%17,800 94,500
Compagnie Lombard, Odier SCA bought19,750 19,750 Strategic Blueprint, LLC 14%17,258 103,228
MainStreet Investment Advisors LLC 44%17,850 58,540 Seven Post Investment Office LP sold16,521 0
HARDING LOEVNER LLC bought17,415 17,415 SNS Financial Group, LLC 16%16,141 83,020
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought17,400 17,400 Concorde Asset Management, LLC sold15,607 0
Edge Capital Group, LLC 13%16,653 141,551 FIRST CITIZENS BANK & TRUST CO 26%15,284 44,389
Clarus Wealth Advisors bought14,930 14,930 FIERA SCEPTRE INC. 48%14,472 15,717
Renaissance Technologies(Jim Simons) bought14,900 14,900 Capital Investment Advisory Services, LLC 39%13,211 20,548
Tower Research Capital LLC bought14,701 14,701 NIEMANN CAPITAL MANAGEMENT INC 51%12,725 12,346
Madrona Financial Services, LLC 3%12,781 451,366 HoyleCohen, LLC sold12,501 0
Baird Financial Group, Inc. bought12,666 12,666 RFG Advisory Group, LLC 27%12,099 32,622
PineBridge Investments Ltd bought12,638 12,638 Strategic Family Wealth Counselors, L.L.C. 79%12,041 3,257
Gierl Augustine Investment Management Inc 211%12,054 17,761 BRANDES INVESTMENT PARTNERS, LP(Charles Brandes) sold11,811 0
Golden State Wealth Management, LLC bought11,967 11,967 CAMBIAR INVESTORS LLC 68%11,350 5,253
BSW Wealth Partners 35%11,808 45,105 BERKSHIRE ASSET MANAGEMENT INC/PA sold11,321 0
Copperleaf Capital, LLC bought11,786 11,786 SALIENT TRUST CO LTA sold11,215 0
Sontag Advisory, LLC bought11,031 11,031 Solstein Capital, LLC sold11,000 0
Intelligence Driven Advisers, LLC bought10,972 10,972 MOSELEY INVESTMENT MANAGEMENT INC sold10,672 0
Creative Planning 80%10,676 23,978 PRUDENTIAL FINANCIAL INC 6%10,585 161,497
QUANTLAB CAPITAL MANAGEMENT LTD bought10,562 10,562 LPL Financial CORP 7%9,726 123,009
Sowell Financial Services LLC 16%10,509 75,542 TBH Global Asset Management, LLC sold9,116 0
Stonehage Fleming Financial Services Holdings Ltd bought10,024 10,024 Security National Bank sold9,053 0
CIBC World Markets Inc. bought9,518 9,518 Archford Capital Strategies, LLC 59%9,032 6,226
ENVESTNET ASSET MANAGEMENT INC 1%8,991 1,763,719 Archetype Wealth Partners, LLC 21%8,830 32,914
VICTORY CAPITAL MANAGEMENT INC 1,338%8,499 9,134 DT Investment Partners, LLC 19%8,300 35,870
CAPE ANN SAVINGS BANK bought8,172 8,172 CENTAURUS FINANCIAL, INC. 7%7,667 105,460
Sharkey, Howes & Javer bought7,808 7,808 Atwater Malick LLC 15%7,644 42,783
TCG Advisors, LP bought7,671 7,671 Professional Financial Advisors, LLC sold7,403 0
Orion Portfolio Solutions, LLC bought7,602 7,602 SIGNATUREFD, LLC 20%7,368 30,067
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought7,551 7,551 PAX Financial Group, LLC 19%7,120 31,206
Barber Financial Group, Inc. bought7,152 7,152 CAPTRUST FINANCIAL ADVISORS 45%7,027 8,495
Hall Kathryn A. bought6,780 6,780 Buckingham Asset Management, LLC 25%6,981 21,017
RDA Financial Network 14%6,737 54,919 GLENMEDE TRUST CO NA 35%6,760 12,352
Kore Private Wealth LLC bought6,604 6,604 LAZARD ASSET MANAGEMENT LLC 7%6,533 92,063
Waldron, LP 3%5,591 184,683 CAHABA WEALTH MANAGEMENT, INC. 8%6,028 74,332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV bought5,573 5,573 Oak Hill Investment Management, L.P. 38%6,021 9,742
FINANCIAL ADVISORY CORP /UT/ /ADV bought5,476 5,476 Baker Avenue Asset Management, LP 30%6,001 13,712
Clarkston Capital Partners LLC bought5,413 5,413 Peak Financial Management, Inc. 9%5,843 58,141
NORTHERN TRUST CORP bought5,412 5,412 M&T BANK CORP sold5,748 0
RAYMOND JAMES TRUST CO bought5,181 5,181 Robertson Stephens Wealth Management, LLC 61%5,715 3,658
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought4,762 4,762 ASPIRIANT, LLC 42%5,683 7,766
QS Investors, LLC bought4,700 4,700 Regis Management CO LLC 3%5,414 152,805
MADISON WEALTH MANAGEMENT bought4,685 4,685 Meristem, LLP 12%5,131 36,456
STIFEL FINANCIAL CORP bought4,445 4,445 LexAurum Advisors, LLC 10%5,068 45,989
SCOTIA CAPITAL INC. 36%4,068 15,306 ADVISORY RESEARCH INC sold5,020 0
Trexquant Investment LP bought3,811 3,811 Beacon Financial Advisory LLC sold5,017 0
Regal Investment Advisors, LLC bought3,797 3,797 CPCM, LLC 2%4,925 226,200
Psagot Investment House Ltd. 2%3,735 219,486 Lee Financial CORP 15%4,845 27,587
JNB Advisors LLC bought3,605 3,605 Sugarloaf Wealth Management, LLC 54%4,686 4,053
Ballew Advisors, Inc bought3,577 3,577 RIVERSEDGE ADVISORS, LLC sold4,600 0
Mirae Asset Global Investments Co., Ltd. 1%3,500 266,060 Mariner Wealth Advisors, LLC 19%4,396 18,369
COZAD ASSET MANAGEMENT INC bought3,438 3,438 GAM Holding Ltd. 4%4,300 110,600
Equitable Holdings, Inc. bought3,179 3,179 Wealth Alliance sold4,216 0
Advisory Services Network, LLC bought3,176 3,176 Jordan Park Group LLC sold4,088 0
Intellectus Partners, LLC bought3,157 3,157 Financial Advisory Service, Inc. 15%4,078 22,293
Rossmore Private Capital bought3,125 3,125 Zurich Insurance Group Ltd/FI 7%4,030 57,005
Country Club Trust Company, n.a. bought3,070 3,070 TRUSTCORE FINANCIAL SERVICES, LLC 25%4,023 12,237
SHEETS SMITH & ASSOCIATES INC bought3,053 3,053 Hudock Moyer Wealth Resources, LLC 86%3,990 663
REGENTATLANTIC CAPITAL LLC bought3,041 3,041 ATLANTA FINANCIAL ASSOCIATES LLC /ADV 18%3,985 18,012
Gryphon Financial Partners LLC 3%3,021 97,703 RETIREMENT INCOME SOLUTIONS, INC 17%3,788 18,342
Maxim Capital Management LLC bought3,009 3,009 Well Done, LLC 8%3,741 41,935
COLDSTREAM CAPITAL MANAGEMENT INC bought2,857 2,857 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11%3,729 29,584
MAI Wealth Advisors bought2,821 2,821 BLAIR WILLIAM & CO/IL 15%3,615 19,735
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ bought2,735 2,735 COLONY GROUP LLC sold3,592 0
Global Strategic Investment Solutions, LLC bought2,717 2,717 Karpus Management, Inc. 18%3,535 15,713
FormulaFolio Investments, LLC 20%2,583 15,332 FIDUCIARY TRUST CO 22%3,417 12,226
Carroll Financial Associates, Inc. 110%2,542 4,859 MONETA GROUP INVESTMENT ADVISORS INC sold3,388 0
Arden Trust Co bought2,505 2,505 COMMONWEALTH EQUITY SERVICES, LLC. 7%3,370 46,168
HYA Advisors, Inc 16%1,947 13,797 ANCHOR CAPITAL ADVISORS INC 29%3,360 8,105
IFP Advisors, Inc 32%1,536 6,270 Cypress Wealth Services, LLC sold3,354 0
Corient Capital Partners, LLC 4%1,434 36,177 Bell Rock Capital LLC sold3,247 0
GV Capital Management 7%1,303 19,788 TORON CAPITAL MARKETS INC. sold3,225 0
Wealth Architects, LLC 20%1,287 7,649 Alhambra Investment Partners LLC sold3,181 0
Verger Capital Management LLC 0%1,211 254,103 Garde Capital, Inc. 48%2,968 3,259
Cedar Wealth Management, LLC bought1,005 1,005 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17%2,847 14,030
ARGI Investment Services, LLC 6%989 17,624 NORTH AMERICAN MANAGEMENT CORP 23%2,820 9,445
Polaris Wealth Advisers, LLC 5%925 20,801 Resource Planning Group sold2,739 0
Summit Trail Advisors, LLC 8%910 12,344 Advisory Alpha, LLC sold2,593 0
Brand Asset Management Group, Inc. 20%868 5,275 Sarasin & Partners LLP 0%2,453 1,302,245
FRONTIER INVESTMENT MGMT CO 2%799 34,874 TD Capital Management LLC 3%2,346 81,723
Atlas Private Wealth Management bought749 749 Sigma Planning Corp 8%2,098 23,246
CNB Bank bought665 665 Capital Bank & Trust Co sold2,062 0
AMERITAS INVESTMENT CORP 10%663 7,459 Aveo Capital Partners, LLC 27%1,911 5,174
Streettalk Advisors, LLC 6%659 12,451 EDMOND DE ROTHSCHILD HOLDING S.A. 5%1,875 34,506
Strategic Financial Group, LLC 4%638 17,822 Lakeview Capital Partners, LLC 23%1,753 5,738
Gemmer Asset Management LLC bought626 626 Manchester Capital Management LLC 62%1,724 1,072
Fluent Financial, LLC 1%546 40,601 WADDELL & ASSOCIATES, LLC 3%1,650 58,031
Hanlon Investment Management, Inc. 13%544 4,603 Steward Partners Investment Advisory, LLC 82%1,641 361
TORONTO DOMINION BANK bought500 500 BANK HAPOALIM BM 8%1,580 18,941
JFS WEALTH ADVISORS, LLC bought482 482 Financial Network 19%1,525 6,527
Montecito Bank & Trust 5%477 10,317 SYM FINANCIAL CORPORATION 11%1,497 12,671
Pure Financial Advisors, Inc. 13%460 3,960 HawsGoodwin Investment Management LLC sold1,466 0
Rosenberg Matthew Hamilton bought451 451 Avondale Wealth Management sold1,416 0
Sequent Asset Management, LLC 15%436 3,348 FIFTH THIRD BANCORP 19%1,390 5,811
HPM Partners LLC 1%392 36,719 Parallel Advisors, LLC 45%1,358 1,643
Ausdal Financial Partners, Inc. 1%374 37,327 BDO Wealth Advisors, LLC 26%1,281 3,684
WEST BANCORPORATION INC bought357 357 Beirne Wealth Consulting Services, LLC 1%1,276 98,748
Procyon Private Wealth Partners, LLC bought348 348 FIRST MIDWEST BANK TRUST DIVISION 23%1,257 4,270
FSA Wealth Management LLC bought335 335 BEACON INVESTMENT ADVISORY SERVICES, INC. 22%1,246 4,529
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1%320 38,885 MATHER GROUP, INC. 5%1,237 23,497
NORRIS PERNE & FRENCH LLP/MI 7%312 4,986 Harwood Advisory Group, LLC sold1,229 0
Westside Investment Management, Inc. bought205 205 Mountain Capital Investment Advisors, Inc 7%1,158 14,533
Campbell Wealth Management bought177 177 WEALTHSOURCE PARTNERS, LLC 26%1,070 3,005
Patriot Investment Management Inc. bought169 169 BT Wealth Management LLC 6%1,066 17,667
Demars Financial Group, LLC bought142 142 BANK OF MONTREAL /CAN/ 5%1,030 20,834
St. Louis Trust Co 0%142 30,929 Dorsey & Whitney Trust CO LLC 1%954 83,925
Ambassador Advisors, LLC 12%130 1,224 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3%940 30,125
Valeo Financial Advisors, LLC 2%111 6,628 ABSOLUTE INVESTMENT MANAGEMENT LLC 5%939 17,461
Stratos Wealth Partners, LTD. 3%99 3,452 Argent Wealth Management LLC 16%932 5,078
NORTHWEST WEALTH MANAGEMENT, LLC 1%92 8,323 THORNBURG INVESTMENT MANAGEMENT INC 75%840 281
NAPLES GLOBAL ADVISORS, LLC 1%80 6,330 D. SCOTT NEAL, INC. 15%756 4,159
Winch Advisory Services, LLC 181%58 90 Stratos Wealth Advisors, LLC sold704 0
Price Wealth Management, Inc. 1%50 6,036 Bogart Wealth, LLC 0%696 197,881
GenTrust, LLC 0%40 10,810 Choate Investment Advisors 13%640 4,430
FCG ADVISORS, LLC 1%27 3,225 Atlantic Trust Group, LLC 2%610 26,939
Empirical Financial Services, LLC 1%23 3,229 Balentine LLC 6%572 9,748
Belmont Capital, LLC 0%11 10,519 Strid Group, LLC 8%555 6,623
Baltimore-Washington Financial Advisors, Inc. 0%10 6,316 Clarius Group, LLC 2%535 34,309
LAKE STREET ADVISORS GROUP, LLC 0%9 22,143 PUTNAM FL INVESTMENT MANAGEMENT CO 3%531 15,335
WETHERBY ASSET MANAGEMENT INC 0%9 12,078 BRIGHTON JONES LLC 2%499 29,208
HOWE & RUSLING INC 33%7 28 Coastal Capital Group, Inc. 64%495 283
HighMark Wealth Management LLC 1%6 721 JUNCTURE WEALTH STRATEGIES, LLC 3%489 18,231
John W. Brooker & Co., CPAs 1%4 441 Blue Sky Asset Management, LLC 7%489 6,165
CAROLINAS WEALTH CONSULTING LLC 0%4 1,579 FINANCIAL CONSULATE, INC 12%476 3,391
Emerald Investment Partners, LLC 0%3 5,371 PagnatoKarp Partners LLC 7%426 5,794
Financial Gravity Wealth, Inc. bought2 2 Jacobi Capital Management LLC 97%412 14
Winthrop Advisory Group LLC 0%1 3,281 TELEMUS CAPITAL, LLC 1%391 38,793
Ellis Investment Partners, LLC 0%1 380 AlphaCore Capital LLC sold372 0
Focused Wealth Management, Inc bought1 1 HIGHLAND CAPITAL MANAGEMENT CORP 2%290 16,648
FMR LLC bought1 1 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC sold270 0
TCI Wealth Advisors, Inc. 42%228 320
North Star Investment Management Corp. sold200 0
SECURITY NATIONAL TRUST CO sold198 0
Rinet Co LLC 2%197 7,837
Wealthcare Advisory Partners LLC sold196 0
Capital Investment Advisors, LLC 2%167 10,902
WEATHERLY ASSET MANAGEMENT LP /ADV 3%164 4,759
GOFEN & GLOSSBERG LLC /IL/ 2%150 7,000
Circle Wealth Management, LLC 3%149 5,167
Keystone Financial Group 2%138 7,845
BAROMETER CAPITAL MANAGEMENT INC. sold135 0
Ifrah Financial Services, Inc. 2%127 6,037
Friedenthal Financial 3%123 3,679
Plante Moran Financial Advisors Ltd Partnership sold85 0
Global Retirement Partners, LLC 29%82 197
Chevy Chase Trust Holdings, Inc. 0%68 26,478
ST GERMAIN D J CO INC 0%55 14,150
TRUEWEALTH LLC 4%54 1,338
CX Institutional sold30 0
Providence Capital Advisors, LLC sold30 0
HUNTINGTON NATIONAL BANK 4%27 575
Hartland & Co., LLC 4%24 603
Massey, Quick & Co., LLC sold19 0
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11%17 134
Royal Fund Management, LLC sold14 0
New Capital Management LP 0%2 10,468
Nationwide Asset Management LLC no change 164,150
RPg Family Wealth Advisory, LLC no change 4,997
VERUS CAPITAL PARTNERS, LLC no change 80
PNC FINANCIAL SERVICES GROUP INC no change 5,540
NorthCoast Asset Management LLC no change 141,090
Fisher Asset Management, LLC(Kenneth L. Fisher) no change 92,232
MAKENA CAPITAL MANAGEMENT LLC no change 93,971
Allen Investment Management LLC no change 95,729
THRIVENT FINANCIAL FOR LUTHERANS no change 24,832
Weaver Consulting Group no change 368
Joel Isaacson & Co., LLC no change 5,028
EATON VANCE MANAGEMENT no change 5,076
Courage Miller Partners, LLC no change 7,100
Warren Averett Asset Management, LLC no change 4,182
Total Clarity Wealth Management, Inc. no change 4,020
HANCOCK HOLDING CO no change 3,485
Capital Directions Investment Advisors, LLC no change 3,636
Abacus Planning Group, Inc. no change 3,823
Modus Advisors, LLC no change 7,262
DOWLING & YAHNKE INC no change 7,538
JOHNSON INVESTMENT COUNSEL INC no change 10,685
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 13,386
HAVERFORD TRUST CO no change 14,494
JMG Financial Group, Ltd. no change 9,843
Wellspring Financial Advisors, LLC no change 9,492
Migdal Insurance & Financial Holdings Ltd. no change 19,180
ClariVest Asset Management LLC no change 7,800
WHITTIER TRUST CO no change 8,221
Chicago Partners Investment Group LLC no change 3,363
Evolution Wealth Advisors, LLC no change 2,160
FLAGSHIP HARBOR ADVISORS, LLC no change 38
LifePlan Financial Group, Inc no change 43
Vigilant Capital Management, LLC no change 45
CLEAR INVESTMENT RESEARCH, LLC no change 33
Pacitti Group Inc. no change 32
Larson Financial Group LLC no change 1
Summit Investment Advisors, Inc. no change 20
Gradient Investments LLC no change 27
WHITTIER TRUST CO OF NEVADA INC no change 175
Red Door Wealth Management, LLC no change 266
ROPES WEALTH ADVISORS LLC no change 1,727
MV Capital Management, Inc. no change 1,797
SYNOVUS FINANCIAL CORP no change 1,921
Cordasco Financial Network no change 1,713
Horan Securities, Inc. no change 1,343
Lehman & Derafelo Financial Resources LLC no change 764
Tortoise Investment Management, LLC no change 941
VALLEY NATIONAL ADVISERS INC no change 1,044
BANQUE PICTET & CIE SA no change 49,473
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