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STOCK TICKER:
ISHARES LEH AGG FD   (ticker: AGG)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 448,902,373
Previous Holdings: 419,392,111
Change: 7.04%
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)
CITIGROUP INC 1,733%4,163,701 4,403,959 Creative Planning 100%23,010,400 49,602
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND bought4,018,000 4,018,000 UBS Group AG sold4,707,388 0
BB&T CORP 1,169%2,241,233 2,432,946 Charles Schwab Investment Advisory, Inc. 64%2,730,801 1,566,405
GUGGENHEIM CAPITAL LLC 3,543%2,226,933 2,289,796 BARCLAYS PLC sold1,801,834 0
JONES FINANCIAL COMPANIES LLLP 3%1,762,004 57,215,517 WELLS FARGO & CO/MN 3%1,416,119 53,533,767
H D Vest Advisory Services 2,325%1,455,713 1,518,324 DEUTSCHE BANK AG 80%1,021,323 260,599
ROYAL BANK OF CANADA bought1,388,855 1,388,855 Partners HealthCare System, Inc 85%886,543 158,530
ENVESTNET ASSET MANAGEMENT INC 9%1,225,509 14,438,433 VICTORY CAPITAL MANAGEMENT INC sold783,806 0
Center for Financial Planning, Inc. bought796,236 796,236 QS Investors, LLC 16%683,988 3,564,655
NORTHERN TRUST CORP 12%674,693 6,228,201 THRIVENT FINANCIAL FOR LUTHERANS 98%625,091 11,156
MACKENZIE FINANCIAL CORP 569%645,600 759,091 NISA INVESTMENT ADVISORS L L C 37%597,172 995,866
Betterment LLC 20%635,854 3,759,923 FMR LLC sold471,784 0
NextCapital Advisers, Inc. 20%630,804 3,755,044 SG Americas Securities, LLC 29%417,410 1,043,624
BANK OF AMERICA CORP /DE/ 3%625,522 24,481,532 GQ Asset Management, LLC 33%382,507 770,441
OLD MISSION CAPITAL LLC 1,297%465,474 501,365 FRANKLIN RESOURCES INC 15%336,419 1,843,625
J P MORGAN CHASE & CO 3%406,579 14,594,628 Mirae Asset Global Investments Co., Ltd. 22%280,407 984,221
RAYMOND JAMES & ASSOCIATES 1%373,505 26,011,254 MD Financial Management Inc. 29%268,013 659,808
Liquid Strategies, LLC bought372,805 372,805 TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 42%256,951 353,085
Allianz Asset Management AG 5%370,031 7,669,358 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 52%196,764 179,883
Polaris Wealth Advisers, LLC 18,958%354,511 356,381 Cornerstone Wealth Group, LLC sold189,797 0
AJ WEALTH STRATEGIES, LLC 67%344,657 861,106 CREDIT SUISSE/ 24%180,467 584,813
Raymond James Financial Services Advisors, Inc. 13%304,826 2,605,937 Foundations Investment Advisors, LLC sold159,865 0
Bank of New York Mellon CORP 15%285,895 2,175,770 Pennsylvania Trust Co sold153,247 0
Qube Research & Technologies Ltd bought282,262 282,262 Voya Financial Advisors, Inc. 41%141,487 201,493
WealthNavi Inc. 15%281,017 2,178,889 Stone House Investment Management, LLC sold132,033 0
PARAMETRIC PORTFOLIO ASSOCIATES 46%252,877 807,142 ARROW FINANCIAL CORP sold118,317 0
Orion Portfolio Solutions, LLC bought243,305 243,305 AXA sold113,910 0
US BANCORP DE 3%242,840 8,142,648 Susquehanna International Group, LLP 53%108,918 97,932
Calamos Wealth Management LLC 431%238,693 294,117 M&T BANK CORP sold106,784 0
PICTET ASSET MANAGEMENT LTD 26%231,764 1,110,843 PRINCIPAL FINANCIAL GROUP INC 94%84,679 5,520
Aprio Wealth Management, LLC bought225,713 225,713 FDx Advisors, Inc. 18%83,855 371,592
Gainplan LLC 16,539%223,940 225,294 Steward Partners Investment Advisory, LLC 27%76,195 208,716
Adaptive Financial Consulting, LLC bought223,860 223,860 BBVA USA BANCSHARES INC sold74,925 0
Public Sector Pension Investment Board bought220,000 220,000 HRT FINANCIAL LLC 96%71,717 2,750
BANK OF NOVA SCOTIA / 14%203,836 1,631,670 PRUDENTIAL FINANCIAL INC 4%66,537 1,611,907
Efficient Wealth Management LLC bought196,569 196,569 Enterprise Bank & Trust Co 21%66,291 249,026
SAND HILL ADVISORS INC/CA 897%196,379 218,276 GenTrust, LLC 66%60,536 31,728
Advocacy Wealth Management Services, LLC 52%194,903 569,797 JJJ Advisors Inc. 25%57,627 176,238
UNITED SERVICES AUTOMOBILE ASSOCIATION 10%193,257 2,050,715 MANUFACTURERES LIFE INSURANCE CO sold57,090 0
Mariner Wealth Advisors, LLC 19%181,190 1,113,203 Private Advisor Group, LLC 19%56,566 234,544
COMMONWEALTH EQUITY SERVICES, LLC. 21%179,016 1,016,036 Silverleafe Capital Partners, LLC 43%52,775 69,984
Sound Financial Strategies Group, LLC bought163,830 163,830 HANCOCK HOLDING CO 34%44,820 88,160
Equitable Holdings, Inc. bought160,512 160,512 VAN ECK ASSOCIATES CORP 48%44,197 47,664
MORGAN STANLEY 3%156,820 5,640,243 QUATTRO FINANCIAL ADVISORS LLC 14%42,444 267,390
SigFig Wealth Management, LLC 14%155,802 1,301,877 Summit Trail Advisors, LLC sold41,999 0
Visionary Wealth Advisors bought149,789 149,789 Crow Point Partners, LLC 51%39,120 36,853
Single Point Partners, LLC bought149,657 149,657 Adviser Investments LLC 69%37,485 16,873
AE Wealth Management LLC 55%149,555 419,308 RHUMBLINE ADVISERS 13%36,625 252,450
Stratos Wealth Partners, LTD. 47,816%140,579 140,873 LAZARD ASSET MANAGEMENT LLC 9%36,386 364,676
Amerivest Investment Management LLC 1%140,144 18,694,819 TWO SIGMA SECURITIES, LLC 59%33,533 22,980
Financial Network 46%134,712 426,729 Johnson Financial Group, Inc. sold33,497 0
Soltis Investment Advisors LLC bought128,113 128,113 Wakefield Asset Management LLLP sold33,113 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7%126,973 1,826,537 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 10%32,842 296,853
MILLENNIUM MANAGEMENT LLC 195%120,871 183,001 Diversified Trust Co 24%32,111 99,562
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 11%120,000 1,210,000 Sowell Financial Services LLC 38%31,889 52,647
ALLIANCEBERNSTEIN L.P. 151%119,516 198,797 IFP Advisors, Inc 32%31,488 66,883
Watson Rebecca bought117,852 117,852 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 33%31,015 61,752
Integrated Wealth Concepts LLC 236%113,305 161,358 First Allied Advisory Services, Inc. 11%30,558 257,397
CAPITAL INSIGHT PARTNERS, LLC bought111,660 111,660 PRUDENTIAL CORP PLC sold30,500 0
Rock Creek Group, LP bought107,544 107,544 Advisory Resource Group 93%27,621 2,153
TD Capital Management LLC 36%106,581 400,161 VisionPoint Advisory Group, LLC sold27,027 0
DIVERGENT WEALTH ADVISORS, LLC 34%105,703 416,958 Personal Wealth Partners 20%25,463 103,288
Legacy Private Trust Co. 36%103,878 395,383 NEXT Financial Group, Inc sold24,374 0
Landsberg, Bennett, & Dubbaneh LLC bought101,670 101,670 Sensible Financial Planning & Management, LLC. 41%22,645 32,376
MCF Advisors LLC 19%100,765 631,637 FIRST MERCHANTS CORP 4%22,624 609,820
K2 PRINCIPAL FUND, L.P. 200%100,000 150,000 HENDERSON GROUP PLC 3%22,230 717,117
Impax Asset Management Group plc bought98,200 98,200 MISSION WEALTH MANAGEMENT, LLC 8%21,100 238,404
Parisi Gray Wealth Management bought97,377 97,377 TOEWS CORP /ADV 2%20,925 924,475
Heartwood Wealth Advisors LLC bought95,911 95,911 FIRST AMERICAN TRUST CO 7%20,829 265,048
Freestone Capital Holdings, LLC 20%95,179 559,668 SHAKESPEARE WEALTH MANAGEMENT, INC. 16%19,930 103,876
GRIMES & COMPANY, INC. bought93,161 93,161 V Wealth Management,LLC sold18,061 0
MERCER GLOBAL ADVISORS INC /ADV 10%92,246 986,659 Pure Financial Advisors, Inc. 49%16,856 17,197
Fiduciary Planning LLC bought91,619 91,619 CALTON & ASSOCIATES, INC. 15%16,316 96,110
Lake Point Wealth Management bought90,315 90,315 Strategic Wealth Partners, Ltd. sold16,024 0
HBC Financial Services, PLLC bought89,660 89,660 Lee Financial CORP 11%15,296 128,942
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10%89,303 973,592 CLS INVESTMENT FIRM, LLC 41%14,969 21,252
WESTPAC BANKING CORP bought88,000 88,000 BDO Wealth Advisors, LLC 36%14,945 26,508
PACIFIC CAPITAL WEALTH ADVISORS, INC bought85,104 85,104 ROCKLAND TRUST CO 11%14,635 120,229
PROEQUITIES, INC. 96%82,489 168,165 Holistic Financial Partners sold12,678 0
J.W. COLE ADVISORS, INC. bought81,645 81,645 Evensky & Katz, Inc. 81%12,466 2,952
HighTower Advisors, LLC 17%79,647 552,996 HSBC HOLDINGS PLC 1%12,302 954,412
Mutual Advisors, LLC 221%78,669 114,220 Eldridge Investment Advisors, Inc. 12%10,858 81,787
Puplava Financial Services, Inc. 1,809%78,110 82,428 Sontag Advisory, LLC 3%10,681 302,097
BRINKER CAPITAL INC 14%76,680 621,088 Brookstone Capital Management 16%10,113 54,205
CABANA LLC 59%70,375 190,163 Hanson McClain, Inc. 2%9,952 457,137
COLONY GROUP LLC 24%69,993 362,023 Acropolis Investment Management, LLC 12%9,809 73,296
Stamos Capital Partners, L.P. 20%69,379 414,049 RFG Advisory Group, LLC 20%9,742 38,377
TELEMUS CAPITAL, LLC 389%69,196 86,997 DAVENPORT & CO LLC 60%9,058 6,019
Sawtooth Asset Management, Inc. 30%68,446 298,695 Janney Montgomery Scott LLC 3%8,631 246,034
Milliman Financial Risk Management LLC 0%67,345 14,500,095 CKW FINANCIAL GROUP 35%8,382 15,687
STRATEGIC INVESTMENT MANAGEMENT bought66,370 66,370 Astor Investment Management LLC sold8,237 0
ALERUS FINANCIAL NA 13%65,900 586,389 Eqis Capital Management, Inc. 4%8,174 202,954
Argent Wealth Management LLC bought65,877 65,877 GeoWealth Management, LLC 75%7,943 2,638
DAVIDSON D A & CO 5%64,184 1,475,966 AMERIPRISE FINANCIAL INC 0%7,763 8,540,669
Sequoia Financial Advisors, LLC 8%63,248 880,273 COLDSTREAM CAPITAL MANAGEMENT INC 54%7,616 6,387
COUNTRY TRUST BANK 9%62,487 754,871 TORON CAPITAL MARKETS INC. 59%7,366 5,063
MAGNOLIA CAPITAL ADVISORS LLC bought61,773 61,773 BAILARD, INC. 8%7,300 87,561
Sugarloaf Wealth Management, LLC bought60,029 60,029 WHITTIER TRUST CO 6%7,200 114,933
DERBY & COMPANY, INC bought56,088 56,088 Secrest Blakey & Associates, LLC sold7,118 0
SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.,LTD. 54%55,790 159,938 BANK OF MONTREAL /CAN/ 1%6,748 903,553
Western Wealth Management, LLC 210%55,342 81,686 MA Private Wealth sold6,548 0
BLAIR WILLIAM & CO/IL 28%54,548 248,021 DELTA FINANCIAL ADVISORS LLC sold6,470 0
TOBIAS FINANCIAL ADVISORS, INC. bought54,149 54,149 Cypress Capital Group 23%6,396 20,987
WESTWOOD HOLDINGS GROUP INC 84%53,223 116,288 Premise Capital, LLC 9%6,213 66,703
KFA Private Wealth Group, LLC bought50,787 50,787 Private Wealth Group, LLC sold5,937 0
Burleson & Company, LLC 43%49,308 163,883 Coastal Capital Group, Inc. 57%5,894 4,474
Texas Capital Bank Wealth Management Services Inc bought49,021 49,021 BEACON INVESTMENT ADVISORY SERVICES, INC. 36%5,740 10,086
CENTRAL BANK & TRUST CO 24%48,067 245,403 Measured Wealth Private Client Group, LLC sold5,402 0
FineMark National Bank & Trust bought46,156 46,156 THOMPSON SIEGEL & WALMSLEY LLC 14%5,234 32,320
MML INVESTORS SERVICES, LLC 17%45,961 312,969 RAYMOND JAMES TRUST CO 2%5,130 234,172
Element Wealth, LLC bought45,209 45,209 Partnervest Advisory Services LLC 34%4,919 9,362
Doyle Wealth Management 781%45,062 50,829 UNIONBANCAL CORP 2%4,857 225,950
CHARTER TRUST CO 15%44,498 348,854 ARGI Investment Services, LLC 7%4,845 60,407
Comprehensive Portfolio Management, LLC 347%44,264 57,020 Institute for Wealth Management, LLC. 88%4,730 667
LVW Advisors, LLC 19%43,478 277,027 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors sold4,719 0
Blue Creek Investment Partners, LLC 24%43,241 226,154 Warren Averett Asset Management, LLC 5%4,664 89,980
UNITED CAPITAL FINANCIAL ADVISERS,INC. 7%42,947 670,547 Sequoia Wealth Management, LLC sold4,654 0
YCMNET ADVISORS INC 3%42,902 1,332,901 JACOBSON & SCHMITT ADVISORS, LLC 33%4,610 9,568
Conservest Capital Advisors, Inc. 19%40,153 248,240 Capital Asset Advisory Services LLC 100%4,402 8
Beirne Wealth Consulting Services, LLC 77%40,079 92,456 CWA Asset Management Group, LLC 11%4,322 33,988
MASON STREET ADVISORS LLC 660%39,600 45,600 HORAN CAPITAL MANAGEMENT sold4,308 0
HBW Advisory Services LLC bought39,483 39,483 Sage Capital Advisors,llc sold4,249 0
AMARILLO NATIONAL BANK 24%38,987 200,182 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 3%4,162 132,781
COMERICA SECURITIES,INC. bought38,614 38,614 Columbus Macro, LLC 5%4,000 83,517
Integrated Advisors Network LLC bought38,237 38,237 QUEST CAPITAL MANAGEMENT INC /ADV 8%3,722 41,412
Efficient Advisors, LLC 4%37,968 888,572 APPLETON PARTNERS INC/MA 21%3,623 13,846
CORBETT ROAD CAPITAL MANAGEMENT, LLC bought37,515 37,515 Elm Partners Management LLC 5%3,602 63,701
Zions Bancorporation, N.A. 12%36,505 331,347 PRICE T ROWE ASSOCIATES INC /MD/ sold3,547 0
REGIONS FINANCIAL CORP 11%34,909 354,189 CWM, LLC 1%3,532 434,782
Cable Hill Partners, LLC 5%34,799 757,641 Arete Wealth Advisors, LLC 31%3,441 7,688
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45%33,446 108,064 EVOKE WEALTH, LLC sold3,425 0
ATTICUS WEALTH MANAGEMENT, LLC bought32,656 32,656 NAVELLIER & ASSOCIATES INC sold3,411 0
Campbell Wealth Management 5%32,507 700,326 PENN CAPITAL MANAGEMENT CO INC sold3,312 0
FIFTH THIRD BANCORP 7%32,439 486,684 PEAPACK GLADSTONE FINANCIAL CORP 88%3,253 443
DOHJ, LLC bought31,652 31,652 FIRST BUSINESS FINANCIAL SERVICES, INC. 1%3,126 372,871
WEBSTER BANK, N. A. 50%31,137 93,152 CAPITAL CITY TRUST CO/FL 5%3,030 64,283
TI-TRUST, INC bought31,116 31,116 Sharkey, Howes & Javer 4%2,997 68,185
CAHABA WEALTH MANAGEMENT, INC. 4%30,673 839,028 Sumitomo Mitsui Asset Management Company, LTD 20%2,920 11,660
COMMERCE BANK N A/MO 28%30,547 139,139 One Capital Management, LLC 6%2,823 41,805
Beaumont Financial Partners, LLC bought30,103 30,103 Epstein & White Financial LLC sold2,723 0
WHITE BAY PT LLC bought30,000 30,000 Spectrum Asset Management, Inc. sold2,700 0
Aveo Capital Partners, LLC 69%29,715 72,896 PagnatoKarp Partners LLC 11%2,604 20,645
MAKENA CAPITAL MANAGEMENT LLC bought29,050 29,050 CAPRIN ASSET MANAGEMENT LLC /ADV 3%2,513 95,795
Canal Capital Management, LLC 110,535%28,739 28,765 GAMBLE JONES INVESTMENT COUNSEL sold2,510 0
MOULTON WEALTH MANAGEMENT, INC bought28,721 28,721 TEXAS CAPITAL BANCSHARES INC/TX sold2,504 0
JAMES INVESTMENT RESEARCH INC bought28,597 28,597 IFG Advisory, LLC 6%2,421 36,029
SUMITOMO MITSUI FINANCIAL GROUP, INC. 9%28,253 331,243 Surevest Inc. sold2,407 0
Johanson Financial Advisors, Inc. bought28,040 28,040 Arcus Capital Partners, LLC sold2,338 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 17%27,593 190,852 TWIN CAPITAL MANAGEMENT INC 4%2,320 53,800
Diligent Investors, LLC 28%27,509 125,035 Wilshire Associates Inc 4%2,320 53,800
Bernardo Wealth Planning LLC 268%27,341 37,526 GABLES CAPITAL MANAGEMENT INC. 26%2,308 6,573
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought27,121 27,121 Larson Financial Group LLC 19%2,304 10,116
Atlas Private Wealth Management bought25,847 25,847 Capstone Financial Advisors, Inc. 28%2,270 5,924
SCS Capital Management LLC 33%25,784 104,637 Stratos Wealth Advisors, LLC sold2,241 0
Wealthcare Advisory Partners LLC 8%24,871 340,477 Ballast, Inc. 30%2,215 5,090
Jacobi Capital Management LLC 618%24,771 28,778 DAL Investment CO 1%2,208 172,560
LEVEL FOUR ADVISORY SERVICES, LLC 73%24,156 57,275 UMB BANK N A/MO 8%2,208 25,376
LAKE STREET FINANCIAL LLC 123%24,111 43,724 FRONTIER INVESTMENT MGMT CO sold2,201 0
Man Group plc 13%23,926 209,050 Claraphi Advisory Network, LLC sold2,155 0
Benchmark Financial Wealth Advisors, LLC 243%23,625 33,335 Emerald Investment Partners, LLC 3%2,139 62,690
Advisory Services Network, LLC 18%23,455 151,547 Paragon Capital Management LLC 6%2,102 30,560
Archford Capital Strategies, LLC bought23,271 23,271 USA Financial Portformulas Corp sold2,058 0
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 799%23,202 26,106 Grubman Wealth Management 2%2,047 114,345
SHEETS SMITH & ASSOCIATES INC 144%22,500 38,133 Dynamic Advisors Solutions LLC 9%2,038 20,786
ZACKS INVESTMENT MANAGEMENT 4%22,381 632,445 OPPENHEIMER & CO INC 7%2,012 25,887
RMB Capital Management, LLC 103%22,355 44,089 Massey, Quick & Co., LLC 91%2,009 198
SSI INVESTMENT MANAGEMENT INC 14%21,825 182,653 OARSMAN CAPITAL, INC. sold1,995 0
People's United Financial, Inc. 12%21,263 198,007 DFPG INVESTMENTS, INC. sold1,991 0
WEALTHSOURCE PARTNERS, LLC 63%21,200 54,914 CANTOR FITZGERALD INVESTMENT ADVISER L.P. sold1,951 0
DeDora Capital, Inc. bought20,381 20,381 PRIVATE BANK & TRUST CO sold1,950 0
Clarus Wealth Advisors bought20,298 20,298 D.B. Root & Company, LLC 20%1,945 7,748
Advisor Group, Inc. 1%19,985 1,396,112 GenWealth Group, Inc. 24%1,922 6,130
Arden Trust Co 455%19,820 24,179 Paulson Wealth Management Inc. 27%1,901 5,029
IBERIABANK CORP 123%19,679 35,617 Crabel Capital Management, LLC 38%1,873 3,049
Fragasso Group Inc. 134%19,300 33,705 Moors & Cabot, Inc. sold1,806 0
Fisher Asset Management, LLC(Kenneth L. Fisher) 10%18,866 200,091 MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID sold1,794 0
Evergreen Advisors, LLC 185%18,851 29,015 Old Port Advisors sold1,790 0
Calamos Advisors LLC bought18,637 18,637 Horan Securities, Inc. sold1,766 0
STRATEGY ASSET MANAGERS LLC bought18,601 18,601 NewDay Solutions, LLC 24%1,698 5,356
SMITHFIELD TRUST CO 105%18,587 36,340 Concorde Asset Management, LLC sold1,652 0
Full Sail Capital, LLC 12%18,533 172,267 McAdam, LLC 9%1,638 17,156
AdvisorNet Financial, Inc 37%18,164 66,636 FOUNDERS FINANCIAL SECURITIES LLC 2%1,571 92,436
FIRST HAWAIIAN BANK 5%18,135 394,374 BlueSky Wealth Advisors, LLC 1%1,504 116,103
FAGAN ASSOCIATES, INC. 287%18,014 24,286 Estate Counselors, LLC 6%1,455 23,080
JFS WEALTH ADVISORS, LLC 9%17,843 211,086 Glassman Wealth Services 35%1,422 2,691
LINCOLN NATIONAL CORP 30%17,816 76,687 Financial Gravity Wealth, Inc. 87%1,418 212
Roundview Capital LLC bought17,799 17,799 CAMG Solamere Management, LLC 41%1,417 2,070
Moneda S.A. Administradora General de Fondos bought17,467 17,467 Sarasin & Partners LLP 3%1,407 45,631
Q3 Asset Management bought17,440 17,440 SNS Financial Group, LLC 10%1,394 12,080
MetLife Investment Advisors, LLC 2%17,400 853,410 D'Orazio & Associates, Inc. 81%1,359 328
JT Stratford LLC 328%17,273 22,541 Perella Weinberg Partners Capital Management LP 5%1,305 25,049
Country Club Trust Company, n.a. 25%17,011 85,243 KG&L Capital Management,LLC 3%1,281 36,872
SYNOVUS FINANCIAL CORP 12%16,946 156,973 LAKE STREET ADVISORS GROUP, LLC 2%1,262 75,225
W.G. Shaheen & Associates DBA Whitney & Co 9%16,675 204,738 vontobel swiss wealth advisors AG 8%1,250 14,650
Essex Private Wealth Management, LLC bought16,600 16,600 Weaver Consulting Group 3%1,200 46,480
KEYBANK NATIONAL ASSOCIATION/OH 1%16,491 1,313,402 Traynor Capital Management, Inc. 5%1,175 21,509
Strategic Point Investment Advisors, LLC bought16,388 16,388 Beacon Pointe Wealth Advisors, LLC 12%1,172 8,746
Independence Wealth Advisors, Inc. 31%16,208 68,700 Valmark Advisers, Inc. 6%1,167 18,225
Verdence Capital Advisors LLC bought15,881 15,881 Cutler Group LP 92%1,100 100
FLAGSHIP HARBOR ADVISORS, LLC 262%15,657 21,629 Strategic Wealth Advisors Group,Inc. 4%1,098 25,931
Mattern Wealth Management LLC bought15,381 15,381 Paracle Advisors, LLC 10%1,079 10,157
Litman Gregory Asset Management LLC 11%15,315 152,155 Exchange Capital Management, Inc. 3%1,078 39,609
Perennial Investment Advisors, LLC bought15,311 15,311 BSW Wealth Partners 22%1,060 3,764
Twele Capital Management, Inc. 3%15,288 621,442 X-Square Capital, LLC 11%1,047 8,611
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 14%15,249 121,511 CCG WEALTH MANAGEMENT, LLC 5%1,043 19,156
PARK AVENUE SECURITIES LLC 69%15,238 37,381 Harbour Capital Advisors, LLC 27%1,028 2,719
Halbert, Hargrove/Russell LLC 2%15,156 695,914 HBK Sorce Advisory LLC 3%1,027 38,510
Midwest Professional Planners, LTD. 35%14,889 57,972 Simmons Bank 32%970 2,041
Aurora Private Wealth, Inc. bought14,665 14,665 Rampart Investment Management Company, LLC 18%952 4,321
DIMENSION CAPITAL MANAGEMENT PARTNERS 607%14,494 16,883 Family Firm, Inc. 2%934 58,276
MIRSKY FINANCIAL MANAGEMENT CORP. 8%14,226 182,425 Wealth Architects, LLC 31%930 2,092
Redhawk Wealth Advisors, Inc. bought13,885 13,885 BANK OF HAWAII 1%917 126,947
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought13,884 13,884 Patton Albertson & Miller, LLC 4%879 19,397
Capital Bank & Trust Co bought13,849 13,849 Marquette Asset Management Inc. 6%876 13,472
Blueshift Asset Management, LLC bought13,715 13,715 FIRST TRUST ADVISORS LP 3%866 26,441
LPWM LLC bought13,603 13,603 PETTYJOHN CO 2%850 55,285
Howard Capital Management Inc. 8%13,149 179,925 Friedenthal Financial 10%805 7,613
PHILLIPS FINANCIAL MANAGEMENT, LLC 3%12,984 403,089 CREATIVE FINANCIAL DESIGNS INC /ADV 28%801 2,066
Great Lakes Retirement, Inc. bought12,943 12,943 Sunesis Advisors, LLC 1%800 94,697
Smith & Howard Wealth Management, LLC 17%12,903 89,852 ING INVESTMENT MANAGEMENT LLC 1%794 72,215
ATRIA INVESTMENTS LLC 14%12,712 105,288 BINGHAM OSBORN & SCARBOROUGH LLC 18%789 3,492
LVZ Advisors, Inc. 4%12,706 373,365 Legacy Financial Strategies, LLC 16%779 4,031
PMFM Inc. 6%12,500 223,799 Ullmann Financial Group, Inc. 4%755 17,897
SENTINEL PENSION ADVISORS INC bought12,339 12,339 MONETA GROUP INVESTMENT ADVISORS INC 2%754 29,572
USCA RIA LLC 5%12,307 264,460 Parker Investment Management, LLC 2%742 33,438
Fund Evaluation Group, LLC 7%12,199 197,065 Swaine & Leidel Wealth Services, LLC 11%740 5,912
BESSEMER GROUP INC 53%12,098 34,888 HUNTINGTON NATIONAL BANK 1%737 74,525
CHESLEY TAFT & ASSOCIATES LLC/IL 19%12,084 77,068 CENTAURUS FINANCIAL, INC. 16%736 3,838
Goss Wealth Management LLC 8%11,873 169,803 Garrett Wealth Advisory Group, LLC sold731 0
Bank of Marin bought11,643 11,643 Pinnacle Bank 11%712 5,675
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ bought11,531 11,531 Money Matters Financial Group Inc 25%684 2,056
BKD Wealth Advisors, LLC 45%11,395 36,532 RiverGlades Family Offices LLC 1%680 56,059
CAPITAL ONE, NATIONAL ASSOCIATION bought11,188 11,188 MYCIO WEALTH PARTNERS, LLC 79%649 176
PFS INVESTMENTS INC. 19%11,106 70,482 WHITENER CAPITAL MANAGEMENT, INC. sold641 0
Proficio Capital Partners LLC 53%11,036 31,903 TSFG, LLC 9%601 6,260
E&G Advisors, LP 14%10,990 90,663 Cribstone Capital Management, LLC 99%599 5
Virtue Capital Management, LLC 44%10,952 35,887 Empirical Financial Services, LLC 7%598 7,591
WESBANCO BANK INC 11%10,932 110,420 Maryland Capital Management, LLC 9%576 5,795
BALLAST ADVISORS LLC bought10,888 10,888 Kohmann Bosshard Financial Services, LLC 2%575 25,414
FIRST NATIONAL BANK OF OMAHA 30%10,864 46,974 OGOREK ANTHONY JOSEPH /NY/ /ADV 86%550 90
McNaughton Wealth Management, LLC bought10,798 10,798 Rockefeller Capital Management L.P. 64%534 306
Elwood & Goetz Wealth Advisory Group, LLC 7%10,773 155,925 Cranbrook Wealth Management, LLC 12%530 4,075
Jaffetilchin Investment Partners, LLC 70%10,679 26,038 Ellenbecker Investment Group 0%530 215,325
DAVIDSON TRUST CO bought10,640 10,640 VALLEY NATIONAL ADVISERS INC 91%504 50
HOLDERNESS INVESTMENTS CO bought10,475 10,475 Wealthquest Corp 3%491 15,888
Streettalk Advisors, LLC 3%10,376 391,557 B & T Capital Management DBA Alpha Capital Management sold490 0
ETF Portfolio Partners, Inc. 4%9,876 270,028 Archer Investment Corp 13%490 3,310
BERRY GROUP, LLC bought9,870 9,870 Ironwood Wealth Management, LLC. 42%479 649
Summit Investment Advisors, Inc. 2%9,697 586,118 GUARDIAN CAPITAL ADVISORS LP 11%450 3,680
IndexIQ Advisors LLC 245%9,345 13,162 Coconut Grove Bank 3%447 13,231
Fiduciary Group LLC bought9,262 9,262 Financial Advisory Service, Inc. 1%437 39,437
RT Capital Management, LLC 381%8,953 11,303 TOTAL INVESTMENT MANAGEMENT INC 3%434 15,717
Sigma Planning Corp 3%8,846 330,724 Blue Fin Capital, Inc. 4%420 9,509
NWAM LLC 27%8,661 41,283 Buckingham Asset Management, LLC 11%416 3,450
Insight Wealth Strategies, LLC 468%8,579 10,411 MPS Loria Financial Planners, LLC 1%414 45,177
Apexium Financial, LP bought8,560 8,560 Resource Planning Group 0%402 280,153
Patten Group, Inc. 108%8,442 16,291 Lantz Financial LLC 18%401 1,783
Linscomb & Williams, Inc. 19%8,426 53,335 Parallel Advisors, LLC 0%400 219,740
Lloyd Advisory Services, LLC. bought8,393 8,393 SEI INVESTMENTS CO 12%393 2,952
Stewardship Financial Advisors, LLC 16%8,368 61,907 Smith, Salley & Associates 8%393 4,296
Towercrest Capital Management 4%8,173 211,732 Huber Financial Advisors, LLC 14%382 2,255
Executive Wealth Management, LLC 10%8,158 86,711 Stellar Capital Management, LLC 9%380 4,016
55I, LLC bought8,097 8,097 Blankinship & Foster, LLC 3%378 11,949
Tower Research Capital LLC 110%8,042 15,384 Savant Capital Management Inc 1%375 31,931
Guidance Point Advisors, LLC 15%7,986 60,091 LifePlan Financial Group, Inc 13%375 2,481
CVA Family Office, LLC bought7,928 7,928 Connecticut Wealth Management, LLC 6%371 5,911
Multi-Financial Securities Corp 5%7,850 163,812 Leonard Rickey Investment Advisors P.L.L.C. 11%365 2,887
WealthStone, Inc. 8%7,626 108,007 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 1%344 32,313
Edge Capital Group, LLC 5%7,620 164,776 CPCM, LLC 0%332 142,342
ASPIRIANT, LLC 17%7,511 52,130 Gradient Investments LLC 26%313 880
Orgel Wealth Management, LLC 38%7,393 26,869 Diversified Portfolios, Inc. 2%299 18,836
Cetera Investment Advisers 9%7,343 84,888 FAMILY CAPITAL TRUST CO., NA 1%293 52,522
Aurum Wealth Management Group, LLC bought7,264 7,264 PACIFIC FINANCIAL GROUP INC 1%288 28,700
TWIN FOCUS CAPITAL PARTNERS, LLC 20%7,202 42,344 American Financial Advisors, LLC 13%285 1,950
AdvicePeriod, LLC 12%7,178 67,188 PLANNING ALTERNATIVES LTD /ADV 1%278 48,698
Baker Avenue Asset Management, LP 1%7,164 528,824 First Financial Bank, N.A. - Trust Division 3%277 8,072
Lionsbridge Wealth Management LLC bought7,144 7,144 Riverview Trust Co 1%276 36,616
Winfield Associates, Inc. 15%7,074 55,239 Sage Advisory Services, Ltd.Co. 1%272 27,795
Merit Financial Group, LLC 95%6,969 14,311 Toroso Investments, LLC 1%269 36,481
VAUGHAN AND COMPANY SECURITIES, INC. bought6,967 6,967 FC Advisory LLC 0%262 148,766
Gladstone Institutional Advisory LLC 16%6,955 49,764 Colorado Capital Management, Inc. 3%262 8,881
Atlantic Trust Group, LLC 10%6,940 78,718 Palisade Asset Management, LLC 4%261 5,807
Robeco Investment Management, Inc. 3%6,863 251,461 Clear Harbor Asset Management, LLC 12%253 1,781
Corient Capital Partners, LLC 136%6,831 11,851 Ifrah Financial Services, Inc. 1%248 33,978
BOYS ARNOLD & CO INC 19%6,829 43,487 LexAurum Advisors, LLC 11%246 1,982
RMR Wealth Builders bought6,800 6,800 Venturi Wealth Management, LLC sold236 0
Alera Investment Advisors, LLC 69%6,725 16,536 BENJAMIN F. EDWARDS & COMPANY, INC. 1%227 16,986
Lido Advisors, LLC 37%6,655 24,699 Wunderlich Capital Managemnt 0%226 64,043
New Capital Management LP bought6,642 6,642 Starfire Investment Advisers, Inc. 4%208 4,673
STOCK YARDS BANK & TRUST CO 10%6,632 70,175 PINNACLE ASSOCIATES LTD 3%200 6,576
Shepherd Financial Partners LLC 24%6,454 33,905 WATERS PARKERSON & CO INC 7%200 2,567
Prospera Financial Services 4%6,449 187,664 Fernwood Investment Management, LLC 5%200 3,902
National Asset Management, Inc. 30%6,437 27,638 SMITH, MOORE & CO. 1%194 17,376
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 77%6,374 14,648 TRUEWEALTH LLC 2%183 8,498
Ausdal Financial Partners, Inc. 60%6,360 16,994 CADINHA & CO LLC 1%182 21,192
Regent Peak Wealth Advisors LLC bought6,349 6,349 Patriot Investment Management Inc. 1%177 21,755
Autus Asset Management, LLC 23%6,346 33,652 WELCH & FORBES LLC 4%170 3,645
Milestone Group, Inc. bought6,252 6,252 PFG Advisors 1%170 20,884
BRAVE ASSET MANAGEMENT INC 17%6,227 42,276 Bridgeworth, LLC 7%169 2,373
Prime Capital Investment Advisors, LLC 2%6,206 332,829 Brown Advisory Securities, LLC 4%168 4,185
Global Financial Private Capital, LLC 10%6,201 70,595 Pensionmark Financial Group, LLC 3%158 6,026
C-J Advisory, Inc 6%6,175 109,026 NVWM, LLC 5%157 3,237
Koshinski Asset Management, Inc. 157%6,122 10,024 Lenox Wealth Advisors, Inc. 5%151 2,907
Bayesian Capital Management, LP bought6,077 6,077 Independent Advisor Alliance 2%141 8,089
Northwest Capital Management Inc 135%6,043 10,533 Lowe fs, LLC 10%139 1,275
TIEMANN INVESTMENT ADVISORS, LLC 10%5,991 68,225 CNB Bank 40%127 189
TBH Global Asset Management, LLC bought5,922 5,922 CONNING Asset Management Co. sold125 0
Bouchey Financial Group Ltd 2%5,917 287,935 Quad-Cities Investment Group, LLC sold125 0
XML Financial, LLC bought5,897 5,897 KINGS POINT CAPITAL MANAGEMENT 48%118 129
Founders Capital Management 25%5,780 28,450 CX Institutional 1%117 13,304
Graves-Light Private Wealth Management, Inc. 5%5,707 115,717 CLEAR INVESTMENT RESEARCH, LLC 2%111 6,144
Jackson, Grant Investment Advisers, Inc. 11%5,691 55,400 NORTHWEST INVESTMENT COUNSELORS, LLC sold107 0
GM Advisory Group, Inc. 16%5,627 40,656 NORTHWEST WEALTH MANAGEMENT, LLC 2%92 4,452
Steel Peak Wealth Management LLC bought5,538 5,538 Aft, Forsyth & Company, Inc. 4%90 2,050
CFG Asset Management LLC 3%5,439 170,447 Financial Architects, Inc 4%83 1,862
NorthCoast Asset Management LLC 3%5,423 162,977 GREENLEAF TRUST 2%78 3,300
PHH Investments, Ltd. 1%5,416 389,875 WETHERBY ASSET MANAGEMENT INC 2%74 3,500
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 4%5,412 135,889 MATHER GROUP, INC. 0%72 19,680
USAdvisors Wealth Management, LLC bought5,292 5,292 Lutz Financial Services LLC 0%71 18,224
Verger Capital Management LLC 3%5,269 191,585 FFCM LLC 11%70 551
WADE G W & INC 44%5,231 17,012 Cordasco Financial Network 1%70 9,985
Traverso Chambers Private Wealth Management, LLC 3%5,215 163,377 Peak Financial Management, Inc. 0%66 85,198
LPL Financial CORP 0%5,027 7,648,289 Kuntz Lesher Capital LLC 1%64 6,427
CARY STREET PARTNER INVESTMENT ADVISORY LLC bought4,982 4,982 Opus Capital Group, LLC 1%63 12,377
Edgemoor Capital Management, Inc. 3%4,798 153,676 Ledyard National Bank 1%60 5,621
TRUST CO OF VERMONT bought4,796 4,796 LITTLE HOUSE CAPITAL LLC 1%60 4,116
Sound Income Strategies, LLC bought4,771 4,771 Transamerica Financial Advisors, Inc. 7%58 726
BIDWELL C M & ASSOCIATES LTD/ 39%4,755 16,983 Global Retirement Partners, LLC 0%54 25,919
VIVID FINANCIAL MANAGEMENT, INC. bought4,615 4,615 HOWE & RUSLING INC 60%54 36
QUADRANT CAPITAL GROUP LLC 48%4,603 14,195 Hefren-Tillotson, Inc. 0%53 30,806
PFG Financial Advisors 4%4,541 126,911 Ridgewood Investments LLC 2%51 2,634
Blue Sky Asset Management, LLC bought4,485 4,485 SUMMIT FINANCIAL GROUP INC 0%45 123,986
Meadow Creek Wealth Advisors LLC bought4,419 4,419 River Wealth Advisors LLC 1%43 4,379
PEDDOCK CAPITAL ADVISORS, LLC 10%4,350 49,668 Capital Directions Investment Advisors, LLC 1%42 3,677
Fortis Advisors, LLC 8%4,308 56,137 Glenview Trust Co 1%40 3,241
AMERITAS INVESTMENT CORP 90%4,224 8,897 BOSTON RESEARCH & MANAGEMENT INC 1%39 3,419
TRUEFG, LLC bought4,195 4,195 Bay Harbor Wealth Management, LLC sold36 0
Petix & Botte Co bought4,152 4,152 LCNB CORP 1%35 3,412
Copperleaf Capital, LLC bought4,065 4,065 North Star Investment Management Corp. 1%30 2,600
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 15%4,049 30,549 Front Row Advisors LLC 14%30 185
Kovack Advisors, Inc. 24%4,020 20,517 PDS Planning, Inc 0%28 7,857
Wellesley Investment Partners, LLC 2%4,007 183,530 Brookmont Capital Management 0%22 4,877
Burns Wealth Management, Inc. bought3,977 3,977 Tortoise Investment Management, LLC 6%21 328
EFG Asset Management (Americas) Corp. 43%3,971 13,193 Wealthstar Advisors, LLC 1%20 3,330
BAINCO INTERNATIONAL INVESTORS bought3,936 3,936 Stordahl Capital Management, Inc. 0%20 7,358
Windsor Group LTD bought3,927 3,927 PAYDEN & RYGEL 0%20 67,570
MidWestOne Financial Group, Inc. bought3,924 3,924 ACIMA PRIVATE WEALTH, LLC 2%18 996
Fusion Capital, LLC bought3,665 3,665 Watch Point Trust Co 0%15 10,065
Squarepoint Ops LLC 17%3,661 24,895 Courage Miller Partners, LLC 0%14 6,295
1 NORTH WEALTH SERVICES LLC 10%3,653 39,844 Lehman & Derafelo Financial Resources LLC sold13 0
DROMS STRAUSS ADVISORS INC /MO/ /ADV bought3,561 3,561 Deane Retirement Strategies, Inc. 67%8 4
HAVERFORD TRUST CO bought3,510 3,510 Asset Dedication, LLC 2%8 430
BEAM Asset Management, LLC bought3,501 3,501 Strategic Investment Advisors / MI 0%7 27,517
McCollum Christoferson Group LLC bought3,480 3,480 JNBA Financial Advisors 11%6 48
OptiFour Integrated Wealth Management, LLC 6%3,464 57,013 Bell Rock Capital LLC 2%6 292
ENCORE BANK NA bought3,452 3,452 PROFFITT & GOODSON INC 1%5 672
Lenox Wealth Management, Inc. 747%3,386 3,839 Asset Planning Services, Ltd. sold3 0
Regal Wealth Group, Inc. 5%3,340 77,216 SRS Capital Advisors, Inc. 0%2 22,739
SPRENG CAPITAL MANAGEMENT, INC. bought3,339 3,339 Financeware, Inc. 0%2 23,971
CIBC World Markets Inc. 4%3,335 87,287 Family Legacy, Inc. 0%1 1,823
HUNTINGTON ASSET ADVISORS, INC. 17%3,322 22,396 Avondale Wealth Management 0%1 2,475
First Heartland Consultants, Inc. 15%3,198 24,334 Capital Investment Counsel, Inc no change 370
MONEYWISE, INC. bought3,170 3,170 Ariel Capital Advisors, LLC no change 247
CAMBIAR INVESTORS LLC 40%3,161 11,059 Bedel Financial Consulting, Inc. no change 37
GOLUB GROUP LLC 1%3,104 375,226 Ironwood Wealth Management, llc no change 20
Tolleson Wealth Management, Inc. 20%3,103 18,837 Winch Advisory Services, LLC no change 270
GOLDMAN SACHS GROUP INC 109%3,089 5,929 Newfound Research LLC no change 15
Advisors Preferred, LLC 33%3,013 12,253 Hirtle Callaghan & Co Inc no change 350
NOTTINGHAM ADVISORS, INC. 28%3,011 13,780 First Command Bank no change 1
EP Wealth Advisors, Inc. 12%3,000 28,873 First Command Financial Services, Inc. no change 1
Emerson Wealth Management, LLC 3%2,978 88,882 Armor Investment Advisors, LLC no change 6
Total Clarity Wealth Management, Inc. bought2,976 2,976 HARVEST GROUP WEALTH MANAGEMENT, LLC no change 10
Summit Financial, LLC bought2,956 2,956 Hanson Investment Management no change 237
Independent Family Office, LLC bought2,949 2,949 Dougherty Wealth Advisers LLC no change 100
CBIZ Investment Advisory Services, LLC bought2,858 2,858 OLD SECOND NATIONAL BANK OF AURORA no change 190
GIRARD PARTNERS LTD. 26%2,839 13,623 AllSquare Wealth Management LLC no change 193
WASHINGTON TRUST CO 3%2,806 99,656 Pflug Koory, LLC no change 127
JUNCTURE WEALTH STRATEGIES, LLC 13%2,798 24,312 Sonora Investment Management, LLC no change 132
Global Wealth Management Investment Advisory, Inc. 7%2,796 45,402 ROPES WEALTH ADVISORS LLC no change 160
Delta Investment Management, LLC bought2,778 2,778 SECURITY NATIONAL TRUST CO no change 150
Chesapeake Wealth Management 2%2,723 135,255 ARCADIA INVESTMENT MANAGEMENT CORP/MI no change 200
Matrix Trust Co 1%2,687 233,136 TCI Wealth Advisors, Inc. no change 116
DOWLING & YAHNKE INC bought2,664 2,664 Community Bank, N.A. no change 100
Mechanics Bank Trust Department 6%2,660 44,661 McIlrath & Eck, LLC no change 180
TRANSCEND WEALTH COLLECTIVE, LLC bought2,610 2,610 Squar Milner Financial Services LLC no change 214
BANK OF THE WEST 28%2,579 11,655 Brand Asset Management Group, Inc. no change 208
Laurel Wealth Advisors, Inc. 13%2,573 22,099 American Research & Management Co. no change 100
SJA Financial Advisory, LLC 5%2,532 57,577 Roble, Belko & Company, Inc no change 62
Brickley Wealth Management 94%2,507 5,163 Retirement Systems of Alabama no change 8,701
Financial Advocates Investment Management 5%2,502 56,735 Change Path, LLC no change 150
ROWLAND CARMICHAEL ADVISORS INC /ADV bought2,497 2,497 KLINGENSTEIN FIELDS & CO LLC no change 9,264
Richard Bernstein Advisors LLC bought2,484 2,484 EATON VANCE MANAGEMENT no change 9,117
DONALDSON CAPITAL MANAGEMENT, LLC 12%2,482 22,785 Angeles Investment Advisors, LLC no change 7,990
Belpointe Asset Management LLC bought2,470 2,470 Confluence Wealth Management LLC no change 10,449
Taylor, Cottrill, Erickson & Associates, Inc. 4%2,456 65,407 FINANCIAL CONSULATE, INC no change 10,626
Virtu Financial LLC 45%2,454 7,965 Kore Private Wealth LLC no change 19,528
BANQUE PICTET & CIE SA 6%2,420 45,080 CIBC Global Asset Management Inc no change 19,125
Alpha Cubed Investments, LLC 5%2,418 52,804 AUA CAPITAL MANAGEMENT, LLC no change 16,565
FORT PITT CAPITAL GROUP, LLC bought2,388 2,388 BTC Capital Management, Inc. no change 11,037
BLB&B Advisors, LLC 5%2,368 51,120 TOMPKINS FINANCIAL CORP no change 7,668
YorkBridge Wealth Partners, LLC bought2,356 2,356 LAU ASSOCIATES LLC no change 7,500
JSF Financial, LLC bought2,294 2,294 BOYD WATTERSON ASSET MANAGEMENT LLC/OH no change 4,731
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1%2,244 283,016 WHITE PINE CAPITAL LLC no change 4,710
F3Logic, LLC 1%2,233 303,844 MainStreet Investment Advisors LLC no change 4,526
PBMares Wealth Management LLC bought2,219 2,219 Filament LLC no change 4,367
HOLLENCREST SECURITIES LLC 9%2,217 26,067 NOMURA ASSET MANAGEMENT CO LTD no change 4,843
Perigon Wealth Management, LLC bought2,204 2,204 Claybrook Capital, LLC no change 5,000
Plante Moran Financial Advisors Ltd Partnership bought2,191 2,191 CITIZENS FINANCIAL GROUP INC/RI no change 2,347
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 14%2,185 18,284 SONATA CAPITAL GROUP INC no change 5,821
STERLING INVESTMENT ADVISORS LLC /ADV 7%2,183 32,693 America First Investment Advisors, LLC no change 5,212
Chicago Partners Investment Group LLC bought2,174 2,174 COMMERZBANK AKTIENGESELLSCHAFT /FI no change 22,712
BRYN MAWR TRUST CO/PA 25%2,169 10,855 Context Capital Management, LLC no change 23,000
NBT BANK N A /NY bought2,166 2,166 John W. Brooker & Co., CPAs no change 65
GREAT VALLEY ADVISOR GROUP, INC. 7%2,160 32,864 TIAA, FSB no change 816
Pinnacle Wealth Planning Services, Inc. 32%2,160 8,934 Mitsubishi UFJ Trust & Banking Corp no change 667,025
Quantitative Advantage LLC 18%2,150 13,989 RED CEDAR INVESTMENT MANAGEMENT, LLC no change 188,038
Covenant Multifamily Offices, LLC 48%2,130 6,550 Kistler-Tiffany Companies, LLC no change 179
Cascadia Advisory Services, LLC bought2,128 2,128 Salomon & Ludwin, LLC no change 683
WHITTIER TRUST CO OF NEVADA INC 19%2,124 13,555 CLARET ASSET MANAGEMENT Corp no change 5,400
BRONFMAN E.L. ROTHSCHILD, L.P. bought2,117 2,117 Trust Co no change 4,018
Capital Planning Advisors, LLC bought2,105 2,105 BURKE & HERBERT BANK & TRUST CO no change 2,084
Krasney Financial LLC 102%2,054 4,058 PROTECTIVE LIFE CORP no change 175,490
FormulaFolio Investments, LLC 1%2,043 385,933 VCU Investment Management Co no change 129,610
Miracle Mile Advisors, LLC bought2,038 2,038 NYL Investors LLC no change 28,900
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 1%2,017 165,455 Banco Santander, S.A. no change 25,112
OPPENHEIMER ASSET MANAGEMENT INC 6%1,977 33,089 STALEY CAPITAL ADVISERS INC no change 24,000
Harwood Advisory Group, LLC 4%1,967 50,488 Affinity Investment Advisors, LLC no change 23,275
ALPHASIMPLEX GROUP, LLC 9%1,963 24,379 Jackson Hole Capital Partners, LLC no change 29,941
Beacon Financial Advisory LLC bought1,944 1,944 Clearshares LLC no change 42,499
DEARBORN PARTNERS LLC bought1,931 1,931 CANADA PENSION PLAN INVESTMENT BOARD no change 125,000
Regal Investment Advisors, LLC 7%1,893 29,232 CULLEN FROST BANKERS INC no change 3,641
Baldrige Asset Management LLC 6%1,891 32,527 Regis Management CO LLC no change 51,174
Ellis Investment Partners, LLC 27%1,886 8,969 STRATEGIC CAPITAL ADVISERS, INC. no change 4,276
MADISON WEALTH MANAGEMENT bought1,876 1,876 GERMAN AMERICAN BANCORP, INC. no change 4,132
Hanlon Investment Management, Inc. bought1,873 1,873 Brouwer & Janachowski, LLC no change 2,116
Cardinal Strategic Wealth Guidance bought1,863 1,863 TRUST CO OF VIRGINIA /VA no change 2,068
Almanack Investment Partners, LLC. 66%1,848 4,638 Foothills Asset Management, Ltd. no change 2,040
Telos Capital Management, Inc. bought1,813 1,813 Lakeview Capital Partners, LLC no change 1,964
NTV ASSET MANAGEMENT LLC bought1,799 1,799 Well Done, LLC no change 2,118
SHUFRO ROSE & CO LLC 78%1,792 4,086 DAVIS R M INC no change 2,188
Capital Advisors, Ltd. LLC 6%1,774 33,969 WEDGEWOOD INVESTORS INC /PA/ no change 2,620
KWMG, LLC 14%1,772 14,277 Clear Perspective Advisors, LLC no change 2,310
Paragon Capital Management Ltd 4%1,761 51,943 Taylor Hoffman Wealth Management no change 2,224
SIGNATUREFD, LLC 87%1,754 3,774 Mengis Capital Management, Inc. no change 1,861
Cornerstone Wealth Management, LLC 19%1,723 10,764 Vigilant Capital Management, LLC no change 1,834
Personal Capital Advisors Corp 9%1,721 19,920 Harel Insurance Investments & Financial Services Ltd. no change 600
Crestwood Advisors LLC 2%1,714 76,582 Sandy Spring Bank no change 585
Pinnacle Advisory Group, Inc. 2%1,712 73,935 Barrett Asset Management, LLC no change 500
Focused Wealth Management, Inc 2,667%1,707 1,771 Semmax Financial Advisors Inc. no change 469
Cougar Global Investments Ltd 1%1,695 186,132 Burt Wealth Advisors no change 629
Beacon Pointe Advisors, LLC 49%1,673 5,104 Covington Capital Management no change 800
Sowa Financial Group, Inc. bought1,659 1,659 OLD DOMINION CAPITAL MANAGEMENT INC no change 1,820
Good Life Advisors, LLC 2%1,642 87,679 Silvant Capital Management LLC no change 1,747
Syntal Capital Partners, LLC bought1,628 1,628 Pathstone Family Office, LLC no change 1,616
Fulton Breakefield Broenniman LLC 1%1,544 207,742 NAPLES GLOBAL ADVISORS, LLC no change 2,636
TFG Advisers LLC bought1,510 1,510 Sheaff Brock Investment Advisors, LLC no change 2,698
Gateway Advisory, LLC 41%1,502 5,163 Rathbone Brothers plc no change 3,808
Kingsview Wealth Management, LLC bought1,500 1,500 WSFS CAPITAL MANAGEMENT, LLC no change 3,393
We Are One Seven, LLC 36%1,500 5,618 Slow Capital, Inc. no change 3,315
All Terrain Financial Advisors, LLC 15%1,477 11,351 Pictet & Cie (Europe) SA no change 3,312
Column Capital Advisors, LLC bought1,465 1,465 SAGE RHINO CAPITAL LLC no change 3,848
IHT Wealth Management, LLC 9%1,440 17,842 Greenwich Investment Management, Inc. no change 3,850
Firestone Capital Management bought1,409 1,409 Pictet North America Advisors SA no change 4,100
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought1,408 1,408 Ferris Capital, LLC no change 3,877
TRUE Private Wealth Advisors 4%1,403 36,131 CT Mason no change 3,870
PineBridge Investments Ltd 9%1,400 17,775 Claro Advisors LLC no change 3,305
Bangor Savings Bank 6%1,393 25,062 WAYNE HUMMER INVESTMENTS L.L.C. no change 3,247
Newman Dignan & Sheerar, Inc. 25%1,386 6,960 WEATHERLY ASSET MANAGEMENT LP /ADV no change 2,821
BURNEY CO/ 11%1,365 13,308 Dorsey & Whitney Trust CO LLC no change 2,773
CULBERTSON A N & CO INC 4%1,360 33,594 Pacific Edge Advisors, LLC no change 2,769
Cresset Asset Management, LLC 6%1,350 23,741 Veritable, L.P. no change 2,706
American Investment Services, Inc. 24%1,346 6,888 United Bank no change 2,829
GARRISON POINT ADVISORS, LLC 12%1,325 12,802 Bogart Wealth, LLC no change 2,913
Interactive Financial Advisors 1%1,316 138,104 MayTech Global Investments, LLC no change 3,200
Retirement Network bought1,309 1,309 Wealthstreet Investment Advisors, LLC no change 191
Stonebridge Financial Planning Group, LLC bought1,300 1,300 Clearbridge Advisors, LLC no change 3,037
BerganKDV Wealth Management, LLC 5%1,296 29,890 MCMILLION CAPITAL MANAGEMENT INC no change 460
Capital Wealth Planning, LLC 20%1,281 7,743
Valeo Financial Advisors, LLC 19%1,269 7,810
KING LUTHER CAPITAL MANAGEMENT CORP 4%1,265 31,437
First Personal Financial Services bought1,254 1,254
Hillcrest Wealth Advisors - NY, LLC 3%1,250 40,056
SVA Plumb Wealth Management, LLC 5%1,249 25,860
Horizon Investments, LLC/SC 7%1,247 19,597
Providence First Trust Co 2%1,229 50,397
Coastal Investment Advisors, Inc. 24%1,222 6,214
FIRST INTERSTATE BANK 11%1,210 12,487
PSI Advisors, LLC bought1,206 1,206
VESTOR CAPITAL CORP bought1,202 1,202
Intellectus Partners, LLC 21%1,199 6,869
DUNCKER STREETT & CO INC bought1,188 1,188
First National Bank of South Miami 10%1,181 12,494
FCA CORP /TX 8%1,155 14,894
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 63%1,152 2,987
Peak Asset Management, LLC 8%1,137 16,063
Garde Capital, Inc. 3%1,132 44,097
TRUSTCORE FINANCIAL SERVICES, LLC 272%1,128 1,543
Janney Capital Management LLC 33%1,128 4,562
Goodman & Company, Investment Counsel Ltd. bought1,110 1,110
MEEDER ASSET MANAGEMENT INC 3%1,108 41,785
Townsend & Associates, Inc 8%1,106 14,591
Apollon Wealth Management, LLC 59%1,099 2,973
1ST SOURCE BANK 3%1,076 37,792
Oakmont Partners LLC 3%1,064 35,961
Willingdon Wealth Management 8%1,043 14,888
SCOTIA CAPITAL INC. 1%1,010 76,751
Capital Investment Advisors, LLC 13%931 7,882
FARR MILLER & WASHINGTON LLC/DC 2%927 52,597
LWS Wealth Advisors, Inc. bought923 923
Capital Investment Advisory Services, LLC 102%855 1,697
Robertson Stephens Wealth Management, LLC 20%845 5,173
FIRST NATIONAL TRUST CO 19%844 5,219
Omega Financial Group, LLC 4%834 21,657
Ambassador Advisors, LLC bought827 827
STEPHENS INC /AR/ 4%822 21,061
ADIRONDACK TRUST CO 22%821 4,595
Vectors Research Management, LLC bought807 807
Integrated Investment Consultants, LLC 4%806 20,219
Americana Partners, LLC bought804 804
Private Capital Group, LLC 16%773 5,491
JOHN G ULLMAN & ASSOCIATES INC 6%760 12,780
Hudock Moyer Wealth Resources, LLC 2%754 43,079
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2%732 37,612
PFM Asset Management LLC 2%712 44,662
SMITH CAPITAL MANAGEMENT INC /AR/ADV 12%705 6,609
Joseph P. Lucia & Associates, LLC 26%700 3,350
Pacifica Partners Inc. bought683 683
Berman Capital Advisors, LLC bought674 674
STIFEL FINANCIAL CORP 21%668 3,905
Busey Trust CO 2%666 29,389
Blue Chip Partners, Inc. 50%643 1,936
NORTH AMERICAN MANAGEMENT CORP 1%630 116,661
Capital Analysts, Inc. 0%600 404,480
Cox Capital Co LLC bought600 600
Engrave Wealth Partners LLC bought582 582
ENTERPRISE FINANCIAL SERVICES CORP 1%572 79,996
ALESCO ADVISORS LLC 0%570 232,161
ETRADE Capital Management LLC 4%569 14,561
PLIMOTH TRUST CO LLC 1%557 78,520
Atwater Malick LLC 5%554 11,452
CRA Financial Services, LLC 15%542 4,092
NewFocus Financial Group, LLC 8%510 6,674
Meridian Wealth Management, LLC 20%468 2,803
Winslow, Evans & Crocker, Inc. bought450 450
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) bought450 450
Cambridge Advisors Inc. 5%446 9,086
Jones Collombin Investment Counsel Inc bought440 440
Providence Capital Advisors, LLC 4%440 12,250
SlateStone Wealth, LLC 21%436 2,485
BRIGHTON JONES LLC 4%426 12,232
STEPHENSON NATIONAL BANK & TRUST bought424 424
Global Trust Asset Management, LLC 222%411 596
STATE STREET CORP 2%406 18,737
HM PAYSON & CO 88%404 864
Advanced Asset Management Advisors Inc bought402 402
King Wealth Management Group, LLC 3%399 15,581
DELTA ASSET MANAGEMENT LLC/TN 8%397 5,682
AlphaStar Capital Management, LLC 1%380 34,705
LIBERTY WEALTH MANAGEMENT LLC 332%378 492
Feltz Wealth PLAN Inc. 3%377 13,611
Karp Capital Management Corp 7%375 5,686
EPG Wealth Management LLC bought351 351
Asset Management Group, Inc. 1%347 35,941
TCF National Bank 6%339 5,600
Certified Advisory Corp 36%336 1,265
HawsGoodwin Investment Management LLC bought335 335
Homrich & Berg 2%316 15,289
INNEALTA CAPITAL, LLC 1%314 29,487
BP WEALTH MANAGEMENT, LLC 1%313 43,854
Allred Capital Management, LLC bought309 309
UMA Financial Services, Inc. 1%305 26,080
Anfield Capital Management, LLC bought301 301
CEDAR CAPITAL, LLC 1%280 37,351
BEACON FINANCIAL GROUP 11%278 2,832
AMERICAN NATIONAL BANK 4%274 6,470
Aptus Capital Advisors, LLC bought274 274
S.A. Mason LLC bought270 270
Bigelow Investment Advisors, LLC 1%259 19,145
Rocky Mountain Advisers, LLC bought250 250
FIDUCIARY TRUST CO 2%246 15,550
WEDBUSH MORGAN SECURITIES INC 1%240 24,437
SMH CAPITAL ADVISORS INC 2%232 12,027
KANAWHA CAPITAL MANAGEMENT LLC 5%225 4,318
Financial Advisors Network, Inc. 2%216 9,549
ANDERSON FISHER LLC 1%207 14,872
Spence Asset Management 22%202 1,103
Gryphon Financial Partners LLC 2%201 13,287
Stillwater Capital Advisors, LLC 5%200 4,640
Prestige Wealth Management Group LLC 120%200 366
DAGCO, INC. 2%200 8,670
Maltin Wealth Management, Inc. bought200 200
Argent Trust Co 3%190 6,885
Tradewinds Capital Management, LLC bought183 183
Independence Advisors, LLC bought181 181
First PREMIER Bank 141%176 301
Strategic Financial Group, LLC 3%174 5,731
FARMERS & MERCHANTS INVESTMENTS INC 43%161 533
Ballew Advisors, Inc 1%160 23,614
Successful Portfolios LLC 3%158 5,967
Evercore Wealth Management, LLC 2%157 9,294
Cedar Mountain Advisors, LLC bought151 151
INGALLS & SNYDER LLC 1%150 28,740
BADGLEY PHELPS & BELL INC 5%150 3,318
CITY HOLDING CO 9%150 1,751
SYM FINANCIAL CORPORATION 11%150 1,552
Clark Capital Management Group, Inc. 7%149 2,318
FIRST MANHATTAN CO bought146 146
Winthrop Advisory Group LLC 7%133 2,157
Carroll Financial Associates, Inc. 6%133 2,241
Bremer Bank National Association 2%133 8,960
Raab & Moskowitz Asset Management LLC bought130 130
COURIER CAPITAL CORP 4%125 3,670
Modus Advisors, LLC 1%124 15,833
New England Private Wealth Advisors LLC 1%124 14,957
Laurel Wealth Advisors LLC 50%119 356
BRASADA CAPITAL MANAGEMENT, LP 3%118 3,933
Carmichael Hill & Associates, Inc. bought109 109
Cubic Asset Management, LLC 3%105 3,619
TNB Financial 2%103 5,327
Stratford Consulting, LLC bought102 102
Oakworth Capital, Inc. 4%100 2,346
Carnegie Capital Asset Management, LLC 2%96 4,920
Stockman Asset Management 1%95 7,479
Patriot Financial Group Insurance Agency, LLC 0%93 38,848
Pacitti Group Inc. bought92 92
AVALON ADVISORS L P 1%90 6,862
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC bought88 88
Gibraltar Capital Management, Inc. 1%84 10,449
Clear Creek Financial Management, LLC 4%83 2,362
OLD NATIONAL BANCORP /IN/ 2%81 5,025
NWK Group, Inc. bought81 81
CXI Advisors bought81 81
Investment Research & Advisory Group, Inc. bought79 79
FIERA SCEPTRE INC. 1%76 5,605
Summit Financial Strategies, Inc. 1%58 5,275
Aldebaran Financial Inc. 2%57 3,234
Riggs Asset Managment Co. Inc. bought55 55
Vivaldi Capital Management, LLC 1%51 3,700
Asio Capital, LLC bought50 50
Sullivan, Bruyette, Speros & Blaney, Inc. 1%50 9,129
Arbor Investment Advisors, LLC 1%48 3,516
Checchi Capital Advisers, LLC 2%47 2,203
Gradient Capital Advisors, LLC 1%44 7,278
Round Table Services, LLC 0%41 10,247
Cornerstone Advisors, Inc. 1%38 4,491
PITTENGER & ANDERSON INC 7%38 570
HCR Wealth Advisors 2%35 2,333
TCG Advisors, LP 0%33 7,665
Cardan Capital Partners, LLC 0%33 27,345
O'Dell Group, LLC 1%33 3,014
FinTrust Capital Advisors, LLC 0%32 7,600
LEAVELL INVESTMENT MANAGEMENT, INC. 1%30 4,099
PINNACLE FINANCIAL PARTNERS INC 0%30 6,400
Capital Wealth Alliance, LLC bought30 30
Moisand Fitzgerald Tamayo, LLC 1%25 3,521
Investors Research Corp bought24 24
Financial Strategy Network, LLC 0%24 8,665
ALTFEST L J & CO INC 0%23 4,791
Windham Capital Management, LLC 1%23 4,510
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 0%22 4,447
SALEM INVESTMENT COUNSELORS INC 2%21 1,207
Private Portfolio Partners LLC 1%21 2,880
Silicon Hills Wealth Management, LLC bought21 21
Stearns Financial Services Group 1%19 2,526
PrairieView Partners, LLC bought19 19
BROWN ADVISORY HOLDINGS INC 0%16 5,370
REILLY FINANCIAL ADVISORS, LLC 0%15 7,125
Evanson Asset Management, LLC 0%15 3,886
Neuberger Berman Group LLC 0%11 2,799
HC FINANCIAL ADVISORS INC bought10 10
Summit X, LLC 0%9 2,099
Kalos Management, Inc. 0%9 10,542
Ballentine, Finn & Company, Inc. 0%7 25,307
HOWARD WEALTH MANAGEMENT, LLC bought7 7
GSB Wealth Management, LLC bought5 5
Forefront Analytics, LLC 0%4 1,032
Alliance Wealth Management Group 0%3 7,275
TOTH FINANCIAL ADVISORY CORP 0%2 1,143
HARBOR INVESTMENT ADVISORY, LLC bought2 2
Main Management LLC 1%1 89
SMITH SHELLNUT WILSON LLC /ADV 0%1 21,272
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