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STOCK TICKER:
BlackRock, Inc.   (ticker: BLK)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 146,345,911
Previous Holdings: 90,332,304
Change: 62.01%
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)
VANGUARD GROUP INC bought12,955,301 12,955,301 GIRARD PARTNERS LTD. 96%696,171 25,457
TEMASEK HOLDINGS (PRIVATE) LTD bought5,952,380 5,952,380 Rockefeller Capital Management L.P. sold112,372 0
BANK OF AMERICA CORP /DE/ bought5,754,002 5,754,002 AMERICAN CENTURY COMPANIES INC 20%107,199 426,689
FMR LLC bought3,699,444 3,699,444 VAN ECK ASSOCIATES CORP 42%76,783 105,234
Column Capital Advisors, LLC 22,556%2,387,142 2,397,725 Russell Investments Group, Ltd. sold74,249 0
MORGAN STANLEY bought2,302,382 2,302,382 Susquehanna International Group, LLP 9%69,139 722,981
GEODE CAPITAL MANAGEMENT LLC bought2,182,225 2,182,225 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. sold68,822 0
NORTHERN TRUST CORP bought2,025,420 2,025,420 JANE STREET GROUP, LLC 29%64,438 159,172
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought1,583,232 1,583,232 TORONTO DOMINION BANK sold62,713 0
STATE STREET CORP 30%1,494,664 6,476,994 Alyeska Investment Group, L.P. sold61,871 0
AMERIPRISE FINANCIAL INC bought1,369,603 1,369,603 Laurion Capital Management LP 95%47,046 2,500
Capital Research Global Investors bought1,142,388 1,142,388 Artisan Partners Limited Partnership 19%39,439 170,378
Capital World Investors 16%958,230 7,049,676 FRANKLIN RESOURCES INC 5%34,205 667,628
WELLINGTON MANAGEMENT CO LLP 17%802,097 5,545,472 COUNTRY TRUST BANK 38%32,965 52,824
Capital Research & Management Co - Division 3 37%783,648 2,891,344 RNC CAPITAL MANAGEMENT LLC 37%28,669 49,277
ROYAL BANK OF CANADA bought740,276 740,276 FIRST TRUST ADVISORS LP 21%26,579 101,778
GOLDMAN SACHS GROUP INC bought731,351 731,351 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 19%23,370 101,856
CANADA PENSION PLAN INVESTMENT BOARD 929%584,108 646,983 Pennsylvania Trust Co 57%22,106 16,348
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought502,099 502,099 MACKAY SHIELDS LLC 84%21,281 3,959
PIONEER INVESTMENT MANAGEMENT INC bought410,801 410,801 COMMERZBANK AKTIENGESELLSCHAFT /FI sold20,876 0
Altshuler Shaham Ltd 10,676%360,740 364,119 SILVERCREST ASSET MANAGEMENT GROUP LLC 13%19,982 128,179
PRICE T ROWE ASSOCIATES INC /MD/ bought336,990 336,990 Sarasin & Partners LLP 11%19,416 162,191
Beutel, Goodman & CO Ltd. bought322,272 322,272 Autus Asset Management, LLC 91%18,836 1,820
BAHL & GAYNOR INC 179%315,385 491,285 PUTNAM INVESTMENTS LLC 7%18,007 253,980
Laidlaw Wealth Management LLC bought272,045 272,045 BASSWOOD CAPITAL MANAGEMENT LLC sold17,545 0
HSBC HOLDINGS PLC bought221,228 221,228 UNIVERSITY OF NOTRE DAME DU LAC sold17,330 0
Invesco Ltd. bought218,161 218,161 OPPENHEIMER ASSET MANAGEMENT INC 100%16,691 34
LEGAL & GENERAL GROUP PLC 30%217,778 945,400 Manning & Napier Group, LLC 20%15,645 62,351
Walleye Trading LLC bought182,604 182,604 SCHWARTZ INVESTMENT COUNSEL INC 32%15,000 32,550
ADAGE CAPITAL PARTNERS GP LLC bought178,280 178,280 Mitsubishi UFJ Trust & Banking Corp 92%14,732 1,362
Junto Capital Management LP bought176,566 176,566 Tredje AP-fonden sold14,440 0
HS Management Partners, LLC bought167,742 167,742 Atlantic Trust Group, LLC 3%14,417 400,917
SCHRODER INVESTMENT MANAGEMENT GROUP bought162,531 162,531 SCOTIA CAPITAL INC. 23%14,323 47,265
BRANDYWINE ASSET MANAGEMENT LLC bought160,985 160,985 COMMERCE BANK N A/MO 20%14,205 57,567
BB&T CORP bought152,608 152,608 Guinness Asset Management LTD 18%13,550 62,877
Korea Investment CORP 66%148,700 374,001 PRUDENTIAL CORP PLC 9%13,100 127,300
PRINCIPAL FINANCIAL GROUP INC 27%148,192 690,699 CWM, LLC 91%12,805 1,197
HARRIS ASSOCIATES L P bought142,926 142,926 Sandy Spring Bank sold12,611 0
DnB NOR Asset Management AS bought142,167 142,167 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 55%12,600 10,249
Sumitomo Mitsui Trust Holdings, Inc. 29%138,274 613,420 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 94%12,398 743
BARCLAYS PLC 67%131,181 327,621 BancorpSouth Bank sold12,124 0
AXA bought125,569 125,569 FEDERATED INVESTORS INC /PA/ 4%12,068 299,604
J P MORGAN CHASE & CO 4%122,177 3,402,100 VIRGINIA RETIREMENT SYSTEMS ET AL 27%12,000 32,638
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 7%120,490 1,906,651 Connor, Clark & Lunn Investment Management Ltd. sold11,797 0
D. E. Shaw & Co., INC. (David E. Shaw) bought119,994 119,994 KEN ROBERTS INVESTMENT MANAGEMENT INC sold11,781 0
Bank of New York Mellon CORP 12%119,233 1,152,026 Baltimore-Washington Financial Advisors, Inc. 100%11,470 55
WELLS FARGO & CO/MN 5%116,776 2,307,015 SG Americas Securities, LLC 86%10,628 1,698
ZACKS INVESTMENT MANAGEMENT bought113,837 113,837 Ziegler Capital Management, LLC 17%10,409 49,161
Clark Capital Management Group, Inc. bought103,596 103,596 VICTORY CAPITAL MANAGEMENT INC 12%9,411 68,812
PICTET ASSET MANAGEMENT LTD bought103,314 103,314 SEI INVESTMENTS CO 30%9,372 22,107
MILLENNIUM MANAGEMENT LLC bought93,859 93,859 ING INVESTMENT MANAGEMENT, INC. 78%9,100 2,600
Shanda Payment Holdings Ltd. 180%90,000 140,000 Beech Hill Advisors, Inc. sold9,099 0
Robeco Institutional Asset Management B.V. 300%86,745 115,645 Kingsview Wealth Management, LLC 99%8,841 100
CREDIT SUISSE/ 22%82,426 465,072 Epoch Investment Partners Inc. 4%8,630 186,217
Migdal Insurance & Financial Holdings Ltd. bought81,912 81,912 Zurcher Kantonalbank (Zurich Cantonalbank) 18%8,342 37,734
LORD ABBETT & CO LLC 39%81,616 288,402 Executive Wealth Management, LLC 64%8,029 4,529
APG All Pensions Group 250%80,531 112,798 Ilmarinen Mutual Pension Insurance Co 22%8,000 28,277
MONTRUSCO BOLTON INVESTMENTS INC. bought79,126 79,126 Point72 Europe (London) LLP 45%7,900 9,800
ING INVESTMENT MANAGEMENT LLC bought75,784 75,784 CULLEN FROST BANKERS INC sold7,388 0
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought68,165 68,165 BRIDGES INVESTMENT MANAGEMENT INC 7%7,092 94,447
RHUMBLINE ADVISERS 27%64,030 300,598 Cornerstone Advisors, LLC 64%7,000 4,000
Standard Life Aberdeen plc bought63,378 63,378 Impax Asset Management Group plc 25%7,000 21,500
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 24%62,697 329,379 LEVEL FOUR ADVISORY SERVICES, LLC 92%6,649 593
Capstone Investment Advisors, LLC bought60,600 60,600 Swaine & Leidel Wealth Services, LLC sold6,485 0
PEAK6 Investments LLC bought59,656 59,656 Integrated Advisors Network LLC 99%6,293 46
CI INVESTMENTS INC. bought59,363 59,363 CAPITAL FUND MANAGEMENT S.A. 91%6,000 600
UBS Group AG 5%58,616 1,241,087 Municipal Employees' Retirement System of Michigan sold5,500 0
Seatown Holdings Pte. Ltd. bought55,000 55,000 Baird Financial Group, Inc. 100%5,440 4
PARAMETRIC PORTFOLIO ASSOCIATES 13%53,575 475,442 Fosun International Ltd 87%4,545 682
FIL Ltd 8%52,973 705,936 WOLVERINE TRADING, LLC 5%4,516 91,006
CAPITAL ADVISORS INC/OK bought52,308 52,308 MACQUARIE GROUP LTD 7%4,392 55,162
VAUGHAN DAVID INVESTMENTS INC/IL bought51,964 51,964 HIGHLAND CAPITAL MANAGEMENT CORP sold4,313 0
National Pension Service 35%51,286 197,677 Xact Kapitalforvaltning AB 14%4,201 26,226
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 23%48,513 261,869 GLYNN JA & CO sold3,985 0
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 30%47,380 204,254 Richard P Slaughter Associates Inc sold3,696 0
State of Tennessee, Treasury Department bought46,909 46,909 WHITTIER TRUST CO 15%3,676 21,457
NEW YORK STATE COMMON RETIREMENT FUND 15%45,843 350,743 TRUST CO OF VERMONT 12%3,501 26,889
DEUTSCHE BANK AG 19%44,132 273,095 COMMONWEALTH EQUITY SERVICES, LLC. 10%3,492 31,860
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 27%41,897 196,303 Private Wealth Partners, LLC sold3,485 0
Clearbridge Advisors, LLC bought41,254 41,254 Strategic Investment Advisors, Inc 31%3,391 7,588
Capula Management Ltd bought40,290 40,290 Stamos Capital Partners, L.P. sold3,270 0
AMP Capital Investors Ltd bought40,155 40,155 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 10%3,100 26,722
STATE OF WISCONSIN INVESTMENT BOARD 26%39,943 192,568 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 75%3,000 1,000
FLOSSBACH VON STORCH AG 28%38,570 175,119 National Asset Management, Inc. 87%2,891 444
Advisors Asset Management, Inc. bought37,970 37,970 Kuntz Lesher Capital LLC sold2,875 0
BANK OF MONTREAL /CAN/ 25%35,551 177,009 Kemnay Advisory Services Inc. sold2,779 0
BNP Paribas Investment Partners S.A. 26%34,811 167,854 REGIONS FINANCIAL CORP 2%2,728 164,815
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 7%33,914 512,992 Retirement Network 90%2,638 309
MANUFACTURERES LIFE INSURANCE CO bought31,228 31,228 Sontag Advisory, LLC 70%2,628 1,103
BECKER CAPITAL MANAGEMENT INC 263%30,608 42,242 Mawer Investment Management Ltd. 1%2,610 228,872
HUNTINGTON NATIONAL BANK 77%30,179 69,571 Country Club Trust Company, n.a. 99%2,468 15
AVIVA PLC 32%30,083 124,641 JONES FINANCIAL COMPANIES LLLP 8%2,389 26,457
CenterStar Asset Management, LLC 705%29,811 34,040 BP WEALTH MANAGEMENT, LLC 8%2,377 27,074
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 101%29,424 58,602 SHELL ASSET MANAGEMENT CO 7%2,300 30,348
Squarepoint Ops LLC bought29,174 29,174 McKinley Carter Wealth Services, Inc. 67%2,291 1,104
Azimuth Capital Management LLC bought29,116 29,116 Personal Capital Advisors Corp sold2,267 0
ROTHSCHILD ASSET MANAGEMENT INC bought28,803 28,803 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 83%2,222 461
CIBC World Markets Inc. bought28,738 28,738 LITTLE HOUSE CAPITAL LLC sold2,134 0
Mn Services Vermogensbeheer B.V. 28%28,400 129,886 PARK NATIONAL CORP /OH/ 6%2,086 32,265
Utah Retirement Systems bought28,134 28,134 Phoenix Holdings Ltd. 46%2,063 2,444
Handelsbanken Fonder AB bought27,584 27,584 CADENCE CAPITAL MANAGEMENT LLC 34%2,028 3,908
STATE TREASURER STATE OF MICHIGAN 232%27,528 39,398 Penserra Capital Management LLC sold2,023 0
Ensign Peak Advisors, Inc 280%27,080 36,741 Centiva Capital, LP sold1,985 0
ProShare Advisors LLC bought26,957 26,957 Gotham Asset Management, LLC 11%1,975 16,304
Osborn Rohs Williams & Donohoe Ltd bought26,728 26,728 GRAYBILL BARTZ & ASSOC LTD 23%1,946 6,462
Main Street Research LLC bought26,200 26,200 CRAWFORD INVESTMENT COUNSEL INC 1%1,865 133,645
ALLIANCEBERNSTEIN L.P. 7%25,956 376,439 KMG FIDUCIARY PARTNERS, LLC 18%1,851 8,626
ENVESTNET ASSET MANAGEMENT INC 10%25,270 274,569 Edge Wealth Management LLC 9%1,764 17,226
Chevy Chase Trust Holdings, Inc. 23%24,899 131,524 DUBUQUE BANK & TRUST CO 10%1,761 16,492
DIMENSIONAL FUND ADVISORS INC 8%24,885 338,342 OPPENHEIMER & CO INC 9%1,714 16,866
BALYASNY ASSET MANAGEMENT LLC bought23,638 23,638 TRANSCEND WEALTH COLLECTIVE, LLC sold1,688 0
Rafferty Asset Management, LLC 314%23,589 31,102 KEYBANK NATIONAL ASSOCIATION/OH 3%1,674 55,048
BANK OF NOVA SCOTIA / bought23,160 23,160 CLS INVESTMENT FIRM, LLC 71%1,652 683
AMF Pensionsforsakring AB 42%22,931 77,492 Homrich & Berg 44%1,651 2,072
OLD MUTUAL ASSET MANAGERS UK LTD bought22,854 22,854 Moser Wealth Advisors, LLC 97%1,623 45
WAYNE HUMMER ASSET MANAGEMENT CO 137%22,304 38,642 SYNOVUS FINANCIAL CORP 30%1,593 3,740
ARGENT CAPITAL MANAGEMENT LLC bought22,193 22,193 MOTCO 6%1,538 22,584
BAROMETER CAPITAL MANAGEMENT INC. 2,753%22,025 22,825 Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 32%1,500 3,200
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought21,904 21,904 Poehling Capital Management, LLC sold1,481 0
State of New Jersey Common Pension Fund D 26%21,721 105,921 TRUST CO OF VIRGINIA /VA 6%1,477 24,058
Neuberger Berman Group LLC 4%20,995 562,657 OLD MISSION CAPITAL LLC sold1,468 0
Twin Tree Management, LP 23%20,600 108,800 EASTERN BANK 4%1,445 39,387
KBC Group NV 45%20,363 65,945 OLD SECOND NATIONAL BANK OF AURORA 12%1,433 10,875
GREAT WEST LIFE ASSURANCE CO /CAN/ 20%19,637 119,741 Eagle Ridge Investment Management 6%1,426 20,524
Alley Co LLC 34%19,517 77,550 DRW Securities, LLC sold1,398 0
Man Group plc 108%18,210 35,028 SCHMIDT P J INVESTMENT MANAGEMENT INC 11%1,386 11,747
NN Investment Partners Holdings N.V. 193%18,026 27,390 Morningstar Investment Services, Inc. 3%1,378 39,971
Railway Pension Investments Ltd bought17,700 17,700 Donald L. Hagan, LLC sold1,376 0
DIAM Co., Ltd. 28%17,423 78,934 MinichMacGregor Wealth Management, LLC sold1,376 0
TD ASSET MANAGEMENT INC 7%17,064 255,888 TIEDEMANN WEALTH MANAGEMENT, LLC 66%1,352 685
BROWN ADVISORY HOLDINGS INC bought16,911 16,911 IEQ CAPITAL, LLC 56%1,350 1,065
Skandinaviska Enskilda Banken AB (publ) 37%16,228 59,588 AQR CAPITAL MANAGEMENT LLC 1%1,309 129,577
CIBC WORLD MARKETS CORP 50%16,222 48,909 VIKING FUND MANAGEMENT LLC 17%1,300 6,500
Arizona State Retirement System 72%14,991 35,808 LS Investment Advisors, LLC 5%1,298 26,017
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 23%14,977 80,471 Arden Trust Co 95%1,286 66
Alaska Retirement Management Board 71%14,440 34,746 GLENMEDE TRUST CO NA 2%1,283 75,908
SANDLER ONEILL ASSET MANAGEMENT LLC bought14,250 14,250 Empirical Financial Services, LLC 30%1,274 2,972
SUNRISE PARTNERS LLC /CT bought14,204 14,204 CIM INVESTMENT MANGEMENT INC 50%1,271 1,284
Retirement Systems of Alabama 27%14,115 65,958 Greenwich Investment Management, Inc. sold1,269 0
Employees Retirement System of Texas 146%14,000 23,600 HERITAGE INVESTORS MANAGEMENT CORP 4%1,192 32,408
M&G INVESTMENT MANAGEMENT LTD 44%13,822 44,922 AlphaCrest Capital Management LLC sold1,189 0
Lombard Odier Asset Management (USA) Corp bought13,547 13,547 Sustainable Insight Capital Management, LLC 21%1,189 4,571
SIT INVESTMENT ASSOCIATES INC bought13,505 13,505 OAKBROOK INVESTMENTS LLC sold1,175 0
ATRIA INVESTMENTS LLC bought13,477 13,477 CHEMUNG CANAL TRUST CO 35%1,169 2,152
TEACHER RETIREMENT SYSTEM OF TEXAS 217%13,355 19,512 Providence Capital Advisors, LLC 20%1,163 4,675
Crossmark Global Holdings, Inc. bought13,183 13,183 Sabal Trust CO 98%1,107 20
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 41%13,100 45,051 Claybrook Capital, LLC sold1,100 0
SWARTHMORE GROUP INC 1,148%12,899 14,023 Calamos Advisors LLC 6%1,099 17,453
Pacer Advisors, Inc. bought12,824 12,824 VALLEY NATIONAL ADVISERS INC 23%1,099 3,621
Goodman & Company, Investment Counsel Ltd. bought12,653 12,653 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3%1,087 30,376
USS Investment Management Ltd bought12,600 12,600 Artemis Investment Management LLP 2%1,086 51,575
STRS OHIO 24%12,436 64,136 ProVise Management Group, LLC 6%1,068 15,951
DEAN C H & ASSOCIATES INC bought12,340 12,340 World Asset Management Inc 20%1,043 4,291
FRANKLIN STREET ADVISORS INC /NC 35%12,280 46,985 Lombard Odier Asset Management (Europe) Ltd sold1,040 0
NOMURA HOLDINGS INC bought12,005 12,005 Stonebridge Capital Advisors LLC 7%1,034 13,214
Gareth Morgan Investments Limited Partnership 134%11,903 20,793 Miracle Mile Advisors, LLC sold1,032 0
AMERICAN INTERNATIONAL GROUP INC 24%11,859 60,652 Nicholas Hoffman & Company, LLC. sold1,022 0
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 93%11,748 24,427 Cipher Capital LP sold1,005 0
CAPITAL INTERNATIONAL INC /CA/ 66%10,517 26,483 NICOLA WEALTH MANAGEMENT LTD. 17%1,000 5,000
Achmea Investment Management B.V. 32%10,187 41,682 Barrett Asset Management, LLC 2%981 54,789
US BANCORP DE 8%10,106 137,710 Teamwork Financial Advisors, LLC 29%977 2,441
OSSIAM bought10,000 10,000 Empire Life Investments Inc. 6%975 14,151
MetLife Investment Advisors, LLC 33%9,947 40,346 GODSEY & GIBB ASSOCIATES 3%944 33,655
Qube Research & Technologies Ltd bought9,907 9,907 Starfire Investment Advisers, Inc. 47%925 1,042
ROYAL LONDON ASSET MANAGEMENT LTD 12%9,802 94,215 GOLUB GROUP LLC 1%905 68,087
Andra AP-fonden bought9,700 9,700 Enlightenment Research, LLC sold900 0
Heard Capital LLC 44%9,575 31,546 Mariner Wealth Advisors, LLC 4%870 21,415
BESSEMER GROUP INC 4%9,315 257,141 ING GROEP NV 39%851 1,305
FDx Advisors, Inc. bought9,230 9,230 Banco Santander, S.A. 6%843 13,969
Madison Asset Management, LLC 13%9,181 80,036 Valeo Financial Advisors, LLC 27%842 2,328
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3%9,138 343,157 Capital Analysts, Inc. 23%831 2,813
ARONSON & JOHNSON & ORTIZ, LP 130%9,019 15,948 AE Wealth Management LLC 16%821 4,406
Janney Montgomery Scott LLC 15%8,943 70,222 Milestone Group, Inc. 13%777 5,030
Prospera Financial Services bought8,921 8,921 People's United Financial, Inc. 11%776 6,115
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY bought8,894 8,894 Sequoia Financial Advisors, LLC sold774 0
Palisade Asset Management, LLC bought8,658 8,658 BBR PARTNERS, LLC 25%773 2,274
AMALGAMATED BANK bought8,643 8,643 Ambassador Advisors, LLC 24%769 2,423
Gulf International Bank (UK) Ltd 30%8,503 36,818 Raymond James Financial Services Advisors, Inc. 2%762 45,624
Bank Julius Baer & Co. Ltd, Zurich bought8,096 8,096 WINDWARD CAPITAL MANAGEMENT CO /CA 2%750 47,055
LMR Partners LLP bought8,055 8,055 North Star Investment Management Corp. 30%735 1,715
FORSTA AP-FONDEN 65%7,900 20,000 CA Family Wealth, LLC sold705 0
RAYMOND JAMES & ASSOCIATES 7%7,784 117,794 WASHINGTON TRUST CO 2%704 29,431
PRUDENTIAL FINANCIAL INC 6%7,699 135,370 RSM US WEALTH MANAGEMENT LLC sold693 0
WESTFIELD CAPITAL MANAGEMENT CO LP bought7,680 7,680 Empirical Finance, LLC sold688 0
Ashburton (Jersey) Ltd 30%7,278 31,157 Teza Capital Management LLC sold685 0
Pinkerton Retirement Specialists, LLC bought7,212 7,212 NORTHEAST INVESTMENT MANAGEMENT 3%679 23,088
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 20%7,206 43,603 Mechanics Bank Trust Department 95%678 36
Kovitz Investment Group Partners, LLC bought7,085 7,085 FineMark National Bank & Trust 2%676 38,025
NICHOLAS CO INC /WI bought6,950 6,950 Summit Trail Advisors, LLC sold654 0
FIS GROUP, INC. bought6,654 6,654 HARBOR INVESTMENT ADVISORY, LLC 9%652 6,615
HighTower Advisors, LLC 12%6,636 62,191 TCTC Holdings, LLC 66%651 328
Dana Investment Advisors, Inc. bought6,404 6,404 S.A.C. Capital Advisors (Hong Kong) Ltd. sold625 0
DUALITY ADVISERS, LP bought6,173 6,173 CUTLER INVESTMENT COUNSEL LLC 3%610 20,888
ALGER FRED MANAGEMENT INC bought5,950 5,950 UMB BANK N A/MO 2%605 39,418
Spectrum Management Group, Inc. 16,367%5,892 5,928 Lido Advisors, LLC 22%592 2,058
Aperio Group, LLC 6%5,771 107,731 PLIMOTH TRUST CO LLC 23%590 1,941
Cubist Systematic Strategies, LLC bought5,750 5,750 Veracity Capital LLC sold587 0
NOMURA ASSET MANAGEMENT CO LTD 14%5,706 47,148 Lombard Odier Asset Management (Switzerland) SA sold580 0
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC bought5,536 5,536 Candriam Luxembourg S.C.A. 5%550 10,195
Capital Impact Advisors, LLC bought5,440 5,440 Great Lakes Retirement, Inc. 27%540 1,481
Cresset Asset Management, LLC bought5,410 5,410 BLUE SQUARE ASSET MANAGEMENT, LLC 17%540 2,682
JEFFERIES GROUP INC /DE/ bought5,373 5,373 Arete Wealth Advisors, LLC 26%537 1,543
FIFTH THIRD BANCORP 6%5,326 100,205 Fulcrum Capital LLC 7%536 7,696
Quadrature Capital Ltd bought5,300 5,300 Fiduciary Planning LLC 22%534 1,873
MASON STREET ADVISORS LLC 31%5,197 22,023 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11%520 4,431
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 32%5,074 21,150 Bank of Marin sold520 0
BlueMar Capital Management, LLC bought5,033 5,033 ROCKLAND TRUST CO 3%518 17,514
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought4,882 4,882 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 1%515 34,937
Cordatus Wealth Management LLC 231%4,856 6,960 IMS Capital Management 22%510 1,835
CHASE INVESTMENT COUNSEL CORP bought4,791 4,791 MainStreet Investment Advisors LLC 1%507 34,188
BABSON CAPITAL MANAGEMENT LLC bought4,523 4,523 ST GERMAIN D J CO INC 2%504 26,095
Treasurer of the State of North Carolina 8%4,490 61,519 Minot Wealth Management LLC 54%497 425
PINNACLE FINANCIAL PARTNERS INC 194%4,419 6,701 HALL CAPITAL MANAGEMENT CO INC sold487 0
Norinchukin Bank, The bought4,395 4,395 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 98%485 10
LPL Financial CORP 15%4,354 33,389 LINCOLN NATIONAL CORP 95%479 27
Close Asset Management Ltd bought4,239 4,239 CREDIT AGRICOLE S A 34%475 915
BT Investment Management Ltd 19%4,236 26,472 Keebeck Alpha, LP sold474 0
FINANCIAL COUNSELORS INC 139%4,189 7,203 Addison Capital Co 11%474 3,872
Cascadia Advisory Services, LLC bought4,148 4,148 COLONY GROUP LLC 18%467 2,119
EVERGREEN CAPITAL MANAGEMENT LLC bought4,109 4,109 Osher Van de Voorde Investment Management 2%451 25,586
Voya Financial Advisors, Inc. bought3,952 3,952 WAYNE HUMMER INVESTMENTS L.L.C. 9%450 4,447
HARTFORD INVESTMENT MANAGEMENT CO 31%3,939 16,738 Quilter Plc 43%441 573
METROPOLITAN LIFE INSURANCE CO/NY 22%3,922 21,610 HoyleCohen, LLC 2%438 17,092
Creegan & Nassoura Financial Group, LLC bought3,870 3,870 MOODY ALDRICH PARTNERS LLC 21%435 1,662
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 31%3,811 16,061 TDAM USA INC. 1%430 31,937
Inscription Capital, LLC bought3,782 3,782 USA Financial Portformulas Corp 98%406 10
TEXAS PERMANENT SCHOOL FUND 18%3,779 25,183 Ballentine, Finn & Company, Inc. 15%404 2,229
TWO SIGMA ADVISERS, LLC bought3,750 3,750 Exchange Capital Management, Inc. 3%400 15,413
GUGGENHEIM CAPITAL LLC 21%3,720 21,410 Robertson Stephens Wealth Management, LLC 32%392 842
GREAT VALLEY ADVISOR GROUP, INC. bought3,652 3,652 TELEMUS CAPITAL, LLC 3%388 14,415
TEWKSBURY CAPITAL MANAGEMENT LTD bought3,637 3,637 Krane Funds Advisors LLC 34%372 715
Baskin Financial Services Inc. 12%3,634 35,053 SWS Partners 11%369 2,938
BRAUN STACEY ASSOCIATES INC 15%3,347 26,289 Glenview Trust Co 3%364 12,647
Equitable Holdings, Inc. bought3,334 3,334 Hotaling Investment Management, LLC 5%363 6,605
Greenline Partners, LLC 33%3,270 13,241 SECURITY ASSET MANAGEMENT /NY 5%352 7,404
Van Cleef Asset Management,Inc bought3,149 3,149 KANAWHA CAPITAL MANAGEMENT LLC 16%350 1,880
Public Sector Pension Investment Board 26%3,100 14,865 OLD NATIONAL BANCORP /IN/ 2%349 18,015
Prudent Man Advisors, LLC bought3,096 3,096 Coastline Trust CO 12%345 2,525
LAZARD ASSET MANAGEMENT LLC 338%3,054 3,958 LOOMIS SAYLES & CO L P 31%344 772
PINNACLE ASSOCIATES LTD 15%2,997 23,466 PIONEER TRUST BANK N A/OR 3%340 11,053
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39%2,900 10,289 CPCM, LLC 40%338 514
DUPONT CAPITAL MANAGEMENT 17%2,889 20,253 IFM Investors Pty Ltd 3%335 11,239
PFS INVESTMENTS INC. 26%2,850 13,632 American Money Management, LLC 5%335 7,079
BI Asset Management Fondsmaeglerselskab A/S bought2,828 2,828 CMH Wealth Management LLC 5%329 6,552
ADVANTUS CAPITAL MANAGEMENT INC 24%2,782 14,473 SPRENG CAPITAL MANAGEMENT, INC. 12%320 2,252
Goss Wealth Management LLC 102%2,742 5,427 Argent Trust Co 3%320 8,829
Advisory Services Network, LLC bought2,705 2,705 Sepio Capital, LLC 2%319 13,551
PUTNAM FL INVESTMENT MANAGEMENT CO 6%2,675 48,783 Eqis Capital Management, Inc. 8%317 3,549
CAPE ANN SAVINGS BANK bought2,634 2,634 Evercore Wealth Management, LLC 0%314 107,341
Wealthfront Advisers LLC 34%2,558 10,051 DOLIVER CAPITAL ADVISORS, INC. 10%310 2,657
Hudson Bay Capital Management, L.P. 20%2,500 15,000 BBVA USA BANCSHARES INC 5%309 5,644
CIBC Global Asset Management Inc 16%2,494 17,932 Americana Partners, LLC 35%309 584
Horizon Investments, LLC/SC bought2,478 2,478 Independent Advisor Alliance 17%307 1,476
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7%2,471 35,698 Veritable, L.P. 9%301 3,215
QS Investors, LLC bought2,462 2,462 Origin Asset Management LLP 8%300 3,700
Aft, Forsyth & Company, Inc. bought2,432 2,432 STONERIDGE INVESTMENT PARTNERS LLC 14%300 1,867
Cutler Group LP 78%2,430 5,530 Capital Bank & Trust Co sold295 0
SlateStone Wealth, LLC 63%2,423 6,283 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 24%283 874
Moors & Cabot, Inc. 61%2,365 6,213 Farmers & Merchants Trust Co of Chambersburg PA 14%279 1,741
Private Ocean, LLC 2,315%2,361 2,463 CONNABLE OFFICE INC 8%278 3,259
PROFUND ADVISORS LLC bought2,341 2,341 LOWE BROCKENBROUGH & CO INC 6%278 4,323
CHILTON INVESTMENT CO LLC bought2,337 2,337 BLAIR WILLIAM & CO/IL 0%273 60,481
HUNTINGTON ASSET ADVISORS, INC. bought2,334 2,334 M&T BANK CORP 0%272 171,745
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 38%2,331 8,474 CORNERCAP INVESTMENT COUNSEL INC 4%261 5,814
BP PLC 19%2,300 14,300 Renaissance Investment Group LLC 26%260 730
Granite Investment Partners, LLC 10%2,291 25,264 AMERITAS INVESTMENT CORP sold257 0
Advisors Capital Management, LLC 19%2,270 13,989 First Long Island Investors, LLC 1%248 27,985
Illinois Municipal Retirement Fund bought2,236 2,236 DAVIDSON D A & CO 4%244 6,110
Edgestream Partners, L.P. bought2,218 2,218 SIMPLEX TRADING, LLC 45%228 276
Sumitomo Mitsui Asset Management Company, LTD 31%2,209 9,429 BANK OF THE WEST 4%226 5,644
RED CEDAR INVESTMENT MANAGEMENT, LLC bought2,144 2,144 MERIDIAN MANAGEMENT CO 3%224 7,903
Tower Research Capital LLC bought2,127 2,127 CHARTER TRUST CO 6%223 3,279
FARR MILLER & WASHINGTON LLC/DC bought2,121 2,121 OAK RIDGE INVESTMENTS LLC 14%219 1,296
HMS Capital Management, LLC bought2,092 2,092 Buckingham Asset Management, LLC 27%212 559
KEMPEN CAPITAL MANAGEMENT N.V. 26%2,050 9,857 MEIJI YASUDA LIFE INSURANCE CO 23%210 709
Virtu Financial LLC bought2,019 2,019 STONEBRIDGE CAPITAL MANAGEMENT INC 34%210 403
Ironvine Capital Partners, LLC bought2,002 2,002 EagleClaw Capital Managment, LLC 31%207 464
Tandem Investment Advisors, Inc. 5%1,932 37,082 EVOKE WEALTH, LLC 42%205 283
BOENNING & SCATTERGOOD, INC. bought1,919 1,919 MML INVESTORS SERVICES, LLC 1%203 16,793
Linscomb & Williams, Inc. 16%1,914 13,642 BANK OF HAWAII 12%200 1,421
Quinn Opportunity Partners LLC 63%1,900 4,900 BRADLEY FOSTER & SARGENT INC/CT 15%199 1,116
LA FINANCIERE DE L'ECHIQUIER 2%1,881 79,023 OAKWOOD CAPITAL MANAGEMENT LLC/CA 1%196 13,836
Holocene Advisors, LP bought1,870 1,870 STEPHENS INC /AR/ 3%196 7,388
Allianz Asset Management AG 3%1,854 72,359 Spearhead Capital Advisors, LLC 2%195 11,564
HENDERSON GROUP PLC 6%1,797 32,920 GANTZERT INVESTMENT CO LLC /ADV 4%195 4,806
DUFF & PHELPS INVESTMENT MANAGEMENT CO bought1,785 1,785 INVESTMENT MANAGEMENT OF VIRGINIA LLC 4%193 4,901
OPSEU Pension Plan Trust Fund bought1,761 1,761 West Branch Capital LLC 11%191 1,600
NORDEA INVESTMENT MANAGEMENT AB 6%1,753 31,677 Creative Planning 3%191 6,200
DIVIDEND GROWTH ADVISORS, LLC bought1,737 1,737 AUA CAPITAL MANAGEMENT, LLC sold187 0
PALLADIUM PARTNERS LLC 9%1,713 21,440 SAND HILL ADVISORS INC/CA 2%185 9,140
CIGNA INVESTMENTS INC /NEW 50%1,687 5,034 HENGEHOLD CAPITAL MANAGEMENT LLC 4%183 4,880
Assenagon Asset Management S.A. bought1,672 1,672 Wealthcare Advisory Partners LLC sold176 0
TCF National Bank 44%1,671 5,463 Indiana Trust & Investment Management CO 5%170 2,923
ALLSTATE CORP 124%1,668 3,015 Blue Fin Capital, Inc. 4%162 4,190
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought1,651 1,651 Bartlett & Co. LLC 6%161 2,438
BRINKER CAPITAL INC 11%1,636 16,628 First Personal Financial Services 22%160 570
CITIGROUP INC 1%1,616 322,872 Cardinal Strategic Wealth Guidance 16%158 829
PITCAIRN CO bought1,613 1,613 DELTA FINANCIAL ADVISORS LLC 3%158 4,468
NISA INVESTMENT ADVISORS L L C 4%1,603 42,302 Carnegie Capital Asset Management, LLC 0%156 33,202
Louisiana State Employees Retirement System 32%1,600 6,600 CONCENTRIC WEALTH MANAGEMENT, LLC 18%150 685
RMR Wealth Builders bought1,593 1,593 MARKSTON INTERNATIONAL LLC 8%150 1,844
Tuttle Tactical Management LLC bought1,575 1,575 Wealth Quarterback LLC sold147 0
Copeland Capital Management, LLC 19%1,546 9,837 Harwood Advisory Group, LLC sold147 0
Banque Cantonale Vaudoise 26%1,544 7,449 Capital Investment Advisors, LLC 5%147 2,744
Waterloo Capital, L.P. bought1,541 1,541 Covington Capital Management 1%141 27,170
Atom Investors LP bought1,540 1,540 Fiduciary Group LLC 4%139 3,261
Reynders McVeigh Capital Management, LLC bought1,505 1,505 TWIN FOCUS CAPITAL PARTNERS, LLC 6%138 2,074
Burns Wealth Management, Inc. 10%1,481 16,913 Busey Trust CO 1%138 9,795
Krilogy Financial LLC bought1,480 1,480 VERUS CAPITAL PARTNERS, LLC 92%136 12
SUMITOMO MITSUI FINANCIAL GROUP, INC. 32%1,456 5,938 Stratos Wealth Partners, LTD. 11%135 1,082
Fullerton Fund Management Co Ltd 18%1,453 9,445 First Allied Advisory Services, Inc. 2%131 6,964
Clear Perspective Advisors, LLC bought1,443 1,443 Cambridge Advisors Inc. 11%130 1,025
SEEYOND bought1,431 1,431 FLC Capital Advisors 21%129 473
Clarus Wealth Advisors bought1,391 1,391 Hartland & Co., LLC 7%127 1,698
NORTHERN OAK CAPITAL MANAGEMENT INC 253%1,387 1,935 FIRST MIDWEST BANK TRUST DIVISION 10%125 1,107
Virtue Capital Management, LLC bought1,386 1,386 Tranquility Partners, LLC 3%121 3,584
DONALDSON CAPITAL MANAGEMENT, LLC 2%1,383 68,959 SHEETS SMITH & ASSOCIATES INC 3%120 4,161
Narwhal Capital Management 7%1,364 19,878 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4%119 2,696
SENTRY INVESTMENT MANAGEMENT INC 18%1,360 8,787 Modera Wealth Management, LLC 18%118 540
NORRIS PERNE & FRENCH LLP/MI bought1,320 1,320 THOROUGHBRED FINANCIAL SERVICES, LLC 12%117 874
SFMG, LLC bought1,303 1,303 Wunderlich Capital Managemnt 2%109 4,706
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 17%1,287 8,821 TWIN CAPITAL MANAGEMENT INC 2%109 5,194
Harfst & Associates, Inc. bought1,277 1,277 BRYN MAWR TRUST CO/PA 4%104 2,789
Venturi Wealth Management, LLC bought1,265 1,265 Bremer Bank National Association 10%102 924
QUADRANT CAPITAL GROUP LLC bought1,249 1,249 Manchester Capital Management LLC 5%100 1,906
CCM PARTNERS bought1,248 1,248 Archer Investment Corp sold100 0
SCHMEIDLER A R & CO INC 16%1,236 9,166 CYPRESS ASSET MANAGEMENT INC/TX 3%100 3,170
Butler Wick Trust CO 16%1,235 9,171 CFO4Life Group, LLC 3%99 3,775
SEGER ELVEKROG INC 2%1,230 60,963 Cottage Street Advisors LLC 5%98 1,889
USCA RIA LLC 122,400%1,224 1,225 Brightworth 1%98 14,626
HOHIMER WEALTH MANAGEMENT, LLC 109%1,206 2,309 SAWGRASS ASSET MANAGEMENT LLC 2%97 5,837
LONDON CO OF VIRGINIA 0%1,184 624,007 Fluent Financial, LLC 3%96 2,898
Qtron Investments LLC bought1,182 1,182 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 8%96 1,079
HAVERFORD TRUST CO 0%1,181 315,100 BROOKTREE CAPITAL MANAGEMENT 3%95 3,117
YHB Investment Advisors, Inc. 134%1,178 2,059 Marietta Wealth Management, LLC 4%93 2,082
SUMITOMO LIFE INSURANCE CO 36%1,152 4,356 BALLAST ADVISORS LLC sold91 0
Vident Investment Advisory, LLC 58%1,152 3,135 NORTHWEST INVESTMENT COUNSELORS, LLC 2%90 5,158
WOODMONT INVESTMENT COUNSEL LLC bought1,130 1,130 HOWE & RUSLING INC 40%89 132
MDAM Asset Management Co., Ltd. 97%1,130 2,298 Sound View Wealth Advisors Group, LLC 14%89 535
TWO SIGMA SECURITIES, LLC bought1,100 1,100 Key FInancial Inc sold87 0
HM PAYSON & CO bought1,098 1,098 Freestone Capital Holdings, LLC 11%85 716
Yale Capital CORP 47%1,091 3,424 BENJAMIN F. EDWARDS & COMPANY, INC. 2%84 3,671
Trust Co 233%1,071 1,530 BEACON FINANCIAL GROUP 12%82 607
Carl P. Sherr & Co., LLC bought1,065 1,065 JOHNSON INVESTMENT COUNSEL INC 4%82 2,247
Asset Advisors Investment Management, LLC 5%1,063 20,908 MidWestOne Financial Group, Inc. 6%79 1,281
Parsec Financial Management, Inc. 1%1,056 74,221 BRIGHTON JONES LLC 14%78 476
Community Capital Management, Inc. 73%1,055 2,500 EVERETT HARRIS & CO /CA/ 2%77 3,603
Mirae Asset Global Investments Co., Ltd. 7%1,052 16,412 J. L. Bainbridge & Co., Inc. 4%76 1,801
ASAHI LIFE ASSET MANAGEMENT CO., LTD. bought1,050 1,050 Wellington Shields & Co., LLC 14%75 448
AMG National Trust Bank bought1,033 1,033 Advisory Alpha, LLC sold75 0
Cypress Capital Group 25%1,027 5,067 Chronos Wealth Management, LLC 3%75 2,895
UNIONBANCAL CORP 5%1,026 19,895 AdvisorNet Financial, Inc 5%75 1,541
WIMMER ASSOCIATES 1, LLC bought1,010 1,010 CHESLEY TAFT & ASSOCIATES LLC/IL 1%72 5,997
ALBION FINANCIAL GROUP /UT 18%1,002 6,659 Covington Investment Advisors Inc. 1%70 10,920
GABELLI FUNDS LLC 3%1,000 30,800 BRONFMAN E.L. ROTHSCHILD, L.P. 2%69 2,830
HighPoint Advisor Group LLC bought997 997 New Potomac Partners, LLC 1%67 4,844
WFA of San Diego, LLC bought992 992 Taylor, Cottrill, Erickson & Associates, Inc. 0%65 13,924
Janney Capital Management LLC 71%983 2,367 Berman Capital Advisors, LLC 19%63 272
Investment Research & Advisory Group, Inc. 26%981 4,697 BERKSHIRE ASSET MANAGEMENT INC/PA 8%63 701
MOGY JOEL R INVESTMENT COUNSEL INC 10%961 10,277 HANCOCK HOLDING CO 4%62 1,350
Advisor OS, LLC bought956 956 Capstone Financial Group, Inc. sold62 0
GAMCO INVESTORS, INC. ET AL 27%949 4,495 Stokes Capital Advisors, LLC 1%61 5,379
Buckingham Capital Management, Inc. 7%940 14,660 First National Bank of South Miami 5%61 1,121
Stelac Advisory Services LLC bought934 934 Marks Group Wealth Management, Inc 11%59 496
Corient Capital Partners, LLC 9%931 11,057 TRUE Private Wealth Advisors 8%59 653
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought929 929 INVESTMENT HOUSE LLC 1%57 4,783
Foster Victor Wealth Advisors, LLC 18%920 5,943 FormulaFolio Investments, LLC 8%57 655
Compagnie Lombard, Odier SCA bought920 920 Frisch Financial Group, Inc. 8%54 665
EP Wealth Advisors, Inc. 2%913 42,799 HARBOUR INVESTMENT MANAGEMENT LLC 1%54 3,879
Columbia Trust Co 01012016 84%902 1,981 1776 Wealth LLC 32%53 114
SMH CAPITAL INC. bought900 900 Private Capital Group, LLC 11%53 422
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 24%891 4,530 Tributary Capital Management, LLC 5%50 880
Fisher Asset Management, LLC(Kenneth L. Fisher) 1%853 118,789 VEREDUS ASSET MANAGEMENT LLC 8%50 546
JT Stratford LLC bought845 845 Sound Income Strategies, LLC 81%50 12
Sunbelt Securities, Inc. bought835 835 MBE Wealth Management, LLC sold50 0
BTC Capital Management, Inc. 6%828 13,763 NAPLES GLOBAL ADVISORS, LLC 1%48 6,219
COMERICA SECURITIES,INC. bought822 822 Union Bankshares Corp 1%47 3,996
Covenant Multifamily Offices, LLC 18%817 5,295 Haverford Financial Services, Inc. 0%47 21,459
BAILARD, INC. 6%816 13,845 FIERA SCEPTRE INC. 4%46 1,161
Stevard, LLC bought810 810 Diversified Trust Co 4%43 923
Amerivest Investment Management LLC bought804 804 AVALON ADVISORS L P 0%43 15,700
STRATEGIC WEALTH MANAGEMENT INC /ADV bought800 800 Royal Fund Management, LLC sold43 0
Ashfield Capital Partners, LLC 4%789 18,598 FFCM LLC 9%41 439
Probity Advisors, Inc. bought782 782 Roble, Belko & Company, Inc 54%41 35
Csenge Advisory Group 106%780 1,513 McGuire Investment Group, LLC 0%41 11,234
CHICAGO EQUITY PARTNERS LLC bought780 780 Moloney Securities Asset Management, LLC 1%41 3,486
CONNING Asset Management Co. 1%778 76,531 Legacy Bridge, LLC 3%40 1,115
Vestcor Investment Management Corp 31%777 3,302 Bristlecone Advisors, LLC 1%40 5,630
Ancora Advisors, LLC 3%767 26,334 YorkBridge Wealth Partners, LLC 4%40 895
ERTS Wealth Advisors, LLC bought735 735 DAVENPORT & CO LLC 2%39 1,724
Multi-Financial Securities Corp 51%734 2,169 Chicago Partners Investment Group LLC 9%39 415
QUEST INVESTMENT MANAGEMENT INC/OR bought715 715 Bangor Savings Bank 3%39 1,416
First Financial Bank, N.A. - Trust Division 4%707 18,560 WEDBUSH MORGAN SECURITIES INC 1%38 2,756
MITCHELL CAPITAL MANAGEMENT CO 53%701 2,013 WELCH & FORBES LLC 2%37 1,748
SG3 Management, LLC 9%700 8,200 MACRO Consulting Group 1%36 4,023
MASSMUTUAL TRUST CO FSB/ADV 2%688 31,761 Triangle Securities Wealth Management 7%36 457
FIDUCIARY TRUST CO 25%684 3,474 Front Row Advisors LLC 1%35 3,798
Simmons Bank bought683 683 PRIVATE ASSET MANAGEMENT INC 1%35 3,053
Private Advisor Group, LLC 11%681 6,753 Davy Asset Management Ltd 1%33 3,897
Community Bank, N.A. 2,267%680 710 TCI Wealth Advisors, Inc. 15%32 179
CAPITAL CITY TRUST CO/FL 7%669 10,023 BOYS ARNOLD & CO INC 3%31 1,058
BOSTON FINANCIAL MANGEMENT INC /MA 3%669 22,043 Pegasus Asset Management, Inc. 0%31 6,685
Ohio Valley Financial Group bought662 662 BBK Capital Partners, LLC 3%30 887
Orion Portfolio Solutions, LLC bought650 650 Lionsbridge Wealth Management LLC 1%30 2,190
PITTENGER & ANDERSON INC 3%647 22,584 Chesapeake Wealth Management 1%30 2,368
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 18%640 4,101 COMPTON CAPITAL MANAGEMENT INC /RI 1%30 2,601
IBM Retirement Fund 23%640 3,445 Patton Albertson & Miller, LLC 4%30 662
GFG Capital, LLC bought635 635 Coastal Investment Advisors, Inc. 4%29 786
WEIK INVESTMENT SERVICES INC bought630 630 Capital Advisory Group Advisory Services, LLC sold29 0
180 WEALTH ADVISORS, LLC 40%616 2,171 BigSur Wealth Management LLC 2%29 1,162
MARINO, STRAM & ASSOCIATES LLC 38%614 2,228 LOGAN CAPITAL MANAGEMENT INC 4%29 759
Mutual Advisors, LLC bought612 612 AlphaMark Advisors, LLC 6%27 400
Sawtooth Asset Management, Inc. bought609 609 Granite Springs Asset Management LLC 5%27 558
ARTHUR M. COHEN & ASSOCIATES, LLC 5%607 13,748 Confluence Wealth Management LLC 5%27 493
Aptus Capital Advisors, LLC 5%604 12,841 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6%26 421
King Wealth Management Group, LLC bought601 601 ALPHA WINDWARD LLC 6%26 430
Engineers Gate Manager LP bought600 600 Balentine LLC 27%26 70
Livforsakringsaktiebolaget Skandia (publ) 49%600 1,823 EQUITABLE TRUST CO 2%26 1,508
SMITH, MOORE & CO. bought597 597 Westhampton Capital, LLC 1%25 1,970
BOURGEON CAPITAL MANAGEMENT LLC 7%595 9,100 Salomon & Ludwin, LLC sold25 0
ASSOCIATED BANC-CORP 1%594 58,452 YCMNET ADVISORS INC 2%25 1,207
ACADIAN ASSET MANAGEMENT LLC 26%594 2,857 ISLAY CAPITAL MANAGEMENT, LLC sold25 0
MATTERN CAPITAL MANAGEMENT, LLC 7%590 8,662 Heritage Trust Co 1%23 1,883
Procyon Private Wealth Partners, LLC bought589 589 KINGS POINT CAPITAL MANAGEMENT 8%22 245
Nuveen Asset Management, LLC 16%586 4,225 Rathbone Brothers plc 2%21 1,336
CAPITAL INTERNATIONAL LTD /CA/ 4%581 16,841 WEATHERLY ASSET MANAGEMENT LP /ADV 1%20 1,989
Almanack Investment Partners, LLC. bought579 579 Parisi Gray Wealth Management 3%19 680
One Charles Private Wealth Services, LLC bought578 578 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0%18 4,106
Ledyard National Bank 66%573 1,442 WEBSTER BANK, N. A. 0%18 17,187
Summit Investment Advisors, Inc. 8%572 7,886 Savant Capital Management Inc 1%18 1,311
HYMAN CHARLES D 99%567 1,137 Savior LLC 20%17 68
BROWN BROTHERS HARRIMAN & CO bought565 565 Squar Milner Financial Services LLC sold16 0
Aviance Capital Partners, LLC 8%558 7,537 Winslow, Evans & Crocker, Inc. 29%16 40
Zions Bancorporation, N.A. bought556 556 Opus Capital Group, LLC 1%15 1,639
Western Wealth Management, LLC 91%555 1,166 Independence Bank of Kentucky 3%15 450
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 3%554 17,477 Asio Capital, LLC 7%15 200
ARGI Investment Services, LLC bought551 551 Essex Private Wealth Management, LLC 1%15 1,155
SCBT FINANCIAL CORP 117%547 1,016 Redmond Asset Management, LLC 1%14 1,137
Vivaldi Capital Management, LLC bought541 541 LFA - Lugano Financial Advisors SA sold13 0
Kentucky Retirement Systems 7%534 8,588 Checchi Capital Advisers, LLC 1%12 1,790
Menard Financial Group LLC bought532 532 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2%12 535
GeoWealth Management, LLC bought529 529 BRANDYWINE OAK PRIVATE WEALTH LLC 2%11 645
CORBETT ROAD CAPITAL MANAGEMENT, LLC bought516 516 ATTICUS WEALTH MANAGEMENT, LLC 10%10 90
Peachtree Investment Partners, LLC bought515 515 ROBERTS GLORE & CO INC /IL/ 1%10 807
MONETA GROUP INVESTMENT ADVISORS INC bought513 513 ATWOOD & PALMER INC sold10 0
Northside Capital Management, LLC 89%510 1,082 Lion Street Advisors, LLC sold9 0
CAPITAL INTERNATIONAL S A 47%509 1,592 HARVEST GROUP WEALTH MANAGEMENT, LLC 9%9 86
Stratos Wealth Advisors, LLC 53%508 1,462 Windsor Group LTD 1%8 1,587
Verition Fund Managegment LLC bought505 505 Choate Investment Advisors 1%8 1,383
Quantamental Technologies LLC bought500 500 HPM Partners LLC 1%8 999
RiverGlades Family Offices LLC bought500 500 Community Bank & Trust, Waco, Texas 0%6 2,214
Proficio Capital Partners LLC bought499 499 Douglas Lane & Associates, LLC 1%6 488
Pegasus Partners Ltd. 55%498 1,410 CFG Asset Management LLC 3%5 171
BLB&B Advisors, LLC 5%484 10,162 LVW Advisors, LLC 1%5 465
1ST SOURCE BANK 101%484 961 Ellis Investment Partners, LLC 8%5 59
CAPTRUST FINANCIAL ADVISORS 11%479 5,004 Beacon Capital Management, Inc. sold5 0
IBERIABANK CORP 5%474 10,862 PagnatoKarp Partners LLC 0%5 1,249
Rock Creek Group, LP bought469 469 FIRST CITIZENS BANK & TRUST CO 1%5 654
Wharton Business Group, LLC bought468 468 ARROW FINANCIAL CORP 2%5 207
Gleason Group, Inc. bought463 463 Global Financial Private Capital, LLC sold4 0
InterOcean Capital, LLC 1%452 42,511 Financial Gravity Wealth, Inc. 12%4 29
COLDSTREAM CAPITAL MANAGEMENT INC bought451 451 Global Trust Asset Management, LLC sold4 0
Transamerica Financial Advisors, Inc. bought448 448 BURKE & HERBERT BANK & TRUST CO 0%4 1,078
MACKENZIE FINANCIAL CORP 21%447 2,572 Carroll Financial Associates, Inc. 5%3 63
Peak Asset Management, LLC bought446 446 Price Wealth Management, Inc. sold3 0
CONTRAVISORY INVESTMENT MANAGEMENT, INC. bought445 445 Allred Capital Management, LLC 0%2 409
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 12%441 3,986 Slow Capital, Inc. 0%2 9,332
Schonfeld Strategic Advisors LLC bought440 440 Filbrandt Wealth Management, LLC sold2 0
TOWER BRIDGE ADVISORS bought440 440 CSat Investment Advisory, L.P. 18%2 9
MOSELEY INVESTMENT MANAGEMENT INC bought437 437 DELTA ASSET MANAGEMENT LLC/TN 2%2 131
IHT Wealth Management, LLC bought436 436 Castle Rock Wealth Management, LLC 0%2 707
CARRET ASSET MANAGEMENT bought435 435 Riverview Trust Co 0%2 2,000
TOCQUEVILLE ASSET MANAGEMENT LP bought435 435 HC FINANCIAL ADVISORS INC sold1 0
Cooper Financial Group bought433 433 Bedel Financial Consulting, Inc. 1%1 157
Live Oak Private Wealth LLC bought432 432 CINCINNATI CASUALTY CO no change 10,000
TRUST CO OF OKLAHOMA 16%431 3,179 KORNITZER CAPITAL MANAGEMENT INC /KS no change 1,100
Trust Asset Management LLC bought428 428 Red Spruce Capital, LLC no change 3,213
PARK AVENUE SECURITIES LLC 26%427 2,048 PEOPLES FINANCIAL SERVICES CORP. no change 700
MIROVA bought427 427 Cincinnati Specialty Underwriters Insurance CO no change 10,000
Semmax Financial Advisors Inc. 13%425 3,748 CAPITAL MANAGEMENT ASSOCIATES /NY/ no change 2,500
J. W. Coons Advisors, LLC 19%424 2,715 Trellus Management Company, LLC no change 2,000
MEANS INVESTMENT CO., INC. 59%421 1,135 HGK ASSET MANAGEMENT INC no change 2,067
TIEMANN INVESTMENT ADVISORS, LLC bought418 418 Inlet Private Wealth, LLC no change 2,199
WealthStone, Inc. bought414 414 OPTIMUM INVESTMENT ADVISORS no change 595
WoodTrust Financial Corp bought412 412 BRIGHT ROCK CAPITAL MANAGEMENT, LLC no change 8,000
Edgemoor Capital Management, Inc. 2%412 21,908 EDMOND DE ROTHSCHILD HOLDING S.A. no change 299
FIRST MERCHANTS CORP 6%410 7,532 Cohen Klingenstein, LLC no change 2,000
Arlington Financial Advisors, LLC 10%409 4,509 BTIM Corp. no change 640
ENCORE BANK NA bought409 409 LeJeune Puetz Investment Counsel LLC no change 2,301
vontobel swiss wealth advisors AG 9%408 4,780 INDEPENDENT INVESTORS INC no change 689
Essex Financial Services, Inc. bought407 407 Alethea Capital Management, LLC no change 700
WHITTIER TRUST CO OF NEVADA INC 4%407 10,210 Smith, Salley & Associates no change 80
CAMG Solamere Management, LLC bought407 407 Winning Points Advisors, LLC no change 3,400
Fairhaven Wealth Management, LLC bought402 402 Pensionfund DSM Netherlands no change 6,100
EDGAR LOMAX CO/VA 3%400 12,045 Radnor Capital Management, LLC no change 1,122
Wealthstreet Investment Advisors, LLC bought400 400 EVERENCE CAPITAL MANAGEMENT INC no change 2,775
QUANTLAB CAPITAL MANAGEMENT LTD bought400 400 Harbor Advisors LLC no change 3,924
Saturna Capital CORP bought400 400 Unitrin, Inc. Master Retirement Trust no change 5,050
Argent Advisors, Inc. 22%399 2,200 Braun-Bostich & Associates Inc. no change 956
FCG ADVISORS, LLC bought399 399 MARKEL CORP(Tom Gayner) no change 220,200
Claraphi Advisory Network, LLC bought397 397 CINCINNATI INDEMNITY CO no change 4,900
Toroso Investments, LLC bought396 396 NOESIS CAPITAL MANGEMENT CORP no change 1,860
Strategic Wealth Partners, Ltd. bought396 396 WESTPAC BANKING CORP no change 11,387
LEAVELL INVESTMENT MANAGEMENT, INC. bought395 395 tru Independence LLC no change 1,004
FIRST NATIONAL TRUST CO 11%388 3,838 LCNB CORP no change 881
MOODY NATIONAL BANK TRUST DIVISION bought386 386 ACIMA PRIVATE WEALTH, LLC no change 379
Regent Peak Wealth Advisors LLC bought385 385 FIRST FINANCIAL CORP /IN/ no change 305
Joel Isaacson & Co., LLC bought385 385 Daiwa Securities Group Inc. no change 5,315
DekaBank Deutsche Girozentrale 1%383 30,104 Richard Bernstein Advisors LLC no change 5,411
Biltmore Family Office, LLC bought380 380 SRB Corp no change 947
Bernardo Wealth Planning LLC bought379 379 Center for Financial Planning, Inc. no change 10
Integrated Wealth Concepts LLC bought378 378 Miller Investment Management, LP no change 5,145
BTR CAPITAL MANAGEMENT INC bought378 378 WINMILL & CO. INC no change 5,100
Keystone Financial Planning, Inc. bought374 374 Princeton Global Asset Management LLC no change 215
Green Square Asset Management, LLC 38%365 1,324 CINCINNATI INSURANCE CO no change 386,900
EATON VANCE MANAGEMENT 2%362 21,064 Pensionfund Sabic no change 4,700
Dynamic Advisors Solutions LLC 10%353 4,010 Sterling Investment Advisors, Ltd. no change 4,398
Lenox Wealth Management, Inc. 24%351 1,814 Mengis Capital Management, Inc. no change 731
V Wealth Management,LLC 49%348 1,055 Ensemble Capital Management, LLC no change 735
Heritage Wealth Advisors bought348 348 BESSEMER SECURITIES LLC no change 1,032
Soltis Investment Advisors LLC 57%340 936 Vantage Financial Partners Ltd., Inc. no change 1,070
JustInvest LLC 58%340 924 RBF Capital, LLC no change 6,000
Symmetry Partner, LLC 41%338 1,158 CINCINNATI FINANCIAL CORP no change 42,500
Laurel Wealth Advisors LLC 20%335 2,048 THRIVENT FINANCIAL FOR LUTHERANS no change 676
JGP Wealth Management, LLC 3%333 11,631 Principle Wealth Partners LLC no change 722
Adviser Investments LLC 3%333 10,562 E&G Advisors, LP no change 750
Gierl Augustine Investment Management Inc 1,941%330 347 AGF FUNDS INC no change 760
Blue Chip Wealth Management, Inc. 7%329 5,088 National Mutual Insurance Federation of Agricultural Cooperatives no change 7,168
BAMCO INC /NY/ bought328 328 Kames Capital plc no change 4,239
Traynor Capital Management, Inc. 21%327 1,872 MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH no change 1,011
Fundamentun, LLC 67%323 804 JNBA Financial Advisors no change 814
SPINNAKER TRUST 3%321 11,373 FUKOKU MUTUAL LIFE INSURANCE Co no change 9,100
Redpoint Investment Management Pty Ltd 5%319 6,689 ADIRONDACK TRUST CO no change 1,012
IFP Advisors, Inc 29%319 1,422 Guinness Atkinson Asset Management Inc no change 793
HOWARD CAPITAL MANAGEMENT 1%315 32,288 Beaumont Financial Partners, LLC no change 1,094
REGENTATLANTIC CAPITAL LLC 52%315 923 NBT BANK N A /NY no change 539
FIRST NATIONAL BANK OF OMAHA 1%312 35,446 Northeast Financial Consultants Inc no change 463
PAPP L ROY & ASSOCIATES 1%309 48,528 Capital Advisors, Ltd. LLC no change 140
Iowa State Bank 7%303 4,922 Bath Savings Trust Co no change 480
MEEDER ASSET MANAGEMENT INC 70%294 712 Enterprise Trust & Investment Co no change 100
Parallel Advisors, LLC 11%288 2,816 Solstein Capital, LLC no change 164
TOMPKINS FINANCIAL CORP 4%285 8,262 MBM Wealth Consultants, LLC no change 167
Financial Network 12%284 2,651 HHM Wealth Advisors, LLC no change 184
DODGE & COX(DODGE & COX) 35%265 1,015 Mine & Arao Wealth Creation & Management, LLC. no change 183
Archford Capital Strategies, LLC 13%265 2,346 WMS Partners, LLC no change 458
RESOURCES MANAGEMENT CORP /CT/ /ADV 2%256 15,410 Jackson, Grant Investment Advisers, Inc. no change 93
Somerset Trust Co 6%255 4,324 EARNEST PARTNERS LLC no change 65
ENTERPRISE FINANCIAL SERVICES CORP bought254 254 Gradient Investments LLC no change 52
Johnson Financial Group, Inc. 84%253 554 GABLES CAPITAL MANAGEMENT INC. no change 50
Altium Wealth Management LLC 7%252 3,998 ARLINGTON PARTNERS LLC no change 48
Belpointe Asset Management LLC bought249 249 BELLEVUE ASSET MANAGEMENT, LLC no change 54
WRIGHT INVESTORS SERVICE INC 6%247 4,260 Carmichael Hill & Associates, Inc. no change 54
Aries Wealth Management 46%238 753 CFM WEALTH PARTNERS LLC no change 61
NewFocus Financial Group, LLC 4%229 6,754 MV Capital Management, Inc. no change 58
TOKIO MARINE ASSET MANAGEMENT CO LTD 42%228 774 BURNS J W & CO INC/NY no change 944
MAI Wealth Advisors 2%225 9,227 SHINE INVESTMENT ADVISORY SERVICES INC no change 188
Maryland Capital Management, LLC bought219 219 D'Orazio & Associates, Inc. no change 200
CAPROCK Group, Inc. 19%219 1,361 BDO Wealth Advisors, LLC no change 318
Kentucky Retirement Systems Insurance Trust Fund 6%219 3,794 Jacobi Capital Management LLC no change 291
Rampart Investment Management Company, LLC 24%219 1,132 FIRST INTERSTATE BANK no change 1,442
Laffer Investments 12%212 1,976 Weaver Consulting Group no change 321
ARGUS INVESTORS' COUNSEL, INC. 2%211 9,075 Allen Investment Management LLC no change 1,408
Cumberland Partners Ltd 5%210 4,610 PIN OAK INVESTMENT ADVISORS INC no change 432
RAYMOND JAMES TRUST CO 1%209 26,838 NEVILLE RODIE & SHAW INC no change 400
Krasney Financial LLC 27%204 965 JFS WEALTH ADVISORS, LLC no change 363
Pinnacle Wealth Management Advisory Group, LLC 4%201 4,775 Dougherty Wealth Advisers LLC no change 279
Penobscot Investment Management Company, Inc. 5%200 4,065 Harel Insurance Investments & Financial Services Ltd. no change 278
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 31%200 851 BALDWIN BROTHERS INC/MA no change 235
GREENLEAF TRUST 6%197 3,772 Ariel Capital Advisors, LLC no change 228
Cetera Investment Advisers 11%194 1,993 Kistler-Tiffany Companies, LLC no change 227
Stillwater Capital Advisors, LLC 1%194 22,036 Hurlow Wealth Management Group, Inc. no change 458
Paragon Capital Management LLC bought191 191 Rosenberg Matthew Hamilton no change 257
LAKE STREET FINANCIAL LLC 18%188 1,212 CSU Producer Resources, Inc. no change 275
NEXT Financial Group, Inc 21%186 1,060 Blume Capital Management, Inc. no change 275
Heritage Way Advisors, LLC 3%178 6,476 TRUST CO OF TOLEDO NA /OH/ no change 457
KING LUTHER CAPITAL MANAGEMENT CORP 21%176 1,024 Efficient Wealth Management LLC no change 45
DEARBORN PARTNERS LLC 5%176 3,438 Nachman Norwood & Parrott, Inc no change 482
Vestmark Advisory Solutions, Inc. 12%176 1,704 Stuart Chaussee & Associates, Inc. no change 7
Endurance Wealth Management, Inc. bought172 172 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 6
Kovack Advisors, Inc. 17%171 1,155 Lee Financial CORP no change 5
Meridian Wealth Advisors, LLC 27%170 804 Centerpoint Advisors, LLC no change 8
RFG Advisory Group, LLC 12%168 1,600 M&R CAPITAL MANAGEMENT INC no change 8
Venture Visionary Partners LLC 6%167 2,824 Sowa Financial Group, Inc. no change 12
Landsberg, Bennett, & Dubbaneh LLC 2%167 9,143 Financial Architects, Inc no change 532
IFG Advisory, LLC 11%167 1,669 St. Louis Trust Co no change 1,600
Cordasco Financial Network 50%167 500 GLOBEFLEX CAPITAL L P no change 4
We Are One Seven, LLC 33%166 663 Canton Hathaway, LLC no change 1,245
STIFEL FINANCIAL CORP bought166 166 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 1,959
Parcion Private Wealth LLC 3%163 6,582 MCDANIEL TERRY & CO no change 590
Budros, Ruhlin & Roe, Inc. 7%160 2,476 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ no change 27,760
ETRADE Capital Management LLC 4%158 4,457 Covenant Partners, LLC no change 1,911
MERCER GLOBAL ADVISORS INC /ADV 6%157 2,989 Kinneret Advisory, LLC no change 12,713
KCM INVESTMENT ADVISORS LLC 7%155 2,495 CULBERTSON A N & CO INC no change 1,370
Taylor Hoffman Wealth Management bought155 155 Keebeck Wealth Management, LLC no change 1,220
STRATEGY ASSET MANAGERS LLC 22%153 859 UNITED SERVICES AUTOMOBILE ASSOCIATION no change 21,551
Perkins Coie Trust Co 3%151 6,178 CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 520
Yorktown Management & Research Co Inc 9%150 1,850 OGOREK ANTHONY JOSEPH /NY/ /ADV no change 12
Demars Financial Group, LLC bought148 148 Certified Advisory Corp no change 35
PARSONS CAPITAL MANAGEMENT INC/RI 1%141 13,525 Prestige Wealth Management Group LLC no change 28
Aberdeen Wealth Management LLC 22%140 789 Red Door Wealth Management, LLC no change 28
Magnus Financial Group LLC 18%138 921 Capital Directions Investment Advisors, LLC no change 35
CITIZENS FINANCIAL GROUP INC/RI 18%137 893 AllSquare Wealth Management LLC no change 36
Golden State Wealth Management, LLC bought136 136 Clean Yield Group no change 40
Benson Investment Management Company, Inc. 2%135 7,100 CITY HOLDING CO no change 39
Truvestments Capital LLC bought124 124 Engrave Wealth Partners LLC no change 39
Wellington Shields Capital Management, LLC 1%123 10,488 Sailer Financial LLC no change 28
Harvest Fund Management Co., Ltd bought123 123 Norway Savings Bank no change 27
Quadrant Private Wealth Management, LLC 7%122 1,794 Avondale Wealth Management no change 15
LAKE STREET ADVISORS GROUP, LLC 14%121 986 Versant Capital Management, Inc no change 13
Capital Square, LLC bought121 121 TSFG, LLC no change 13
Silvant Capital Management LLC bought119 119 MCF Advisors LLC no change 16
Wealth Alliance 18%119 791 LifePlan Financial Group, Inc no change 16
Tarbox Group, Inc. 15%118 911 Investors Research Corp no change 26
Asset Dedication, LLC 16%118 859 Hanson McClain, Inc. no change 25
WETHERBY ASSET MANAGEMENT INC 4%117 3,119 Firestone Capital Management no change 25
Arkadios Wealth Advisors 57%115 317 OPUS INVESTMENT MANAGEMENT INC no change 6,240
Apollon Wealth Management, LLC bought115 115
ASSET PLANNING SERVICES INC /LA/ /ADV 1%115 9,830
Resources Investment Advisors, Inc. 8%114 1,520
Capital Asset Advisory Services LLC 17%114 773
Mattern Wealth Management LLC 4%111 2,649
Eudaimonia Partners, LLC 73%110 260
SAGE RHINO CAPITAL LLC 9%109 1,371
Sugarloaf Wealth Management, LLC 5%108 2,425
Aft, Forsyth & Sober, LLC bought100 100
Douglass Winthrop Advisors, LLC 8%100 1,350
Hoover Financial Advisors, Inc. bought100 100
Skylands Capital, LLC 1%100 10,275
STOCK YARDS BANK & TRUST CO 0%99 41,412
Wambolt & Associates, LLC 7%96 1,430
Clarius Group, LLC 9%95 1,099
Pinnacle Wealth Planning Services, Inc. 11%91 943
FIRST MERCANTILE TRUST CO 26%90 430
JACKSON SQUARE CAPITAL, LLC 307%89 118
BREITER CAPITAL MANAGEMENT INC 5%86 1,933
BKD Wealth Advisors, LLC 13%84 755
Montecito Bank & Trust 7%83 1,210
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 6%83 1,587
Verdence Capital Advisors LLC 13%82 724
GOFEN & GLOSSBERG LLC /IL/ 1%82 5,774
Prime Capital Investment Advisors, LLC bought80 80
SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.,LTD. 4%80 2,070
FARMERS & MERCHANTS INVESTMENTS INC 1%79 10,591
PNC FINANCIAL SERVICES GROUP INC 28%78 355
Signature Wealth Management Group 5%78 1,520
Streettalk Advisors, LLC 13%77 679
FIRST BUSINESS FINANCIAL SERVICES, INC. 13%75 645
Covenant Asset Management, LLC 5%75 1,505
Gilbert & Cook, Inc. 15%74 572
CAMBRIDGE TRUST CO 0%74 37,898
SRS Capital Advisors, Inc. bought74 74
SeaCrest Wealth Management, LLC 14%71 562
BAINCO INTERNATIONAL INVESTORS 1%71 11,483
BerganKDV Wealth Management, LLC 2%71 3,328
ROPES WEALTH ADVISORS LLC 10%70 752
MISSION WEALTH MANAGEMENT, LLC 8%69 940
BADGLEY PHELPS & BELL INC 11%68 664
Kore Private Wealth LLC bought67 67
Parkside Financial Bank & Trust 10%66 713
Sowell Financial Services LLC 16%65 472
Hanson Investment Management bought65 65
CX Institutional 112%65 123
GATEWAY INVESTMENT ADVISERS LLC 3%64 2,039
Abbrea Capital, LLC 7%64 995
Stokes Family Office, LLC 1%64 4,775
Banco de Sabadell, S.A 3%63 2,403
GHP Investment Advisors, Inc. 3%63 2,580
PROEQUITIES, INC. 21%62 353
Pathstone Family Office, LLC 139%61 105
Frontier Wealth Management LLC 10%60 664
CALTON & ASSOCIATES, INC. 11%60 613
DAVIS R M INC 6%57 1,026
ALERUS FINANCIAL NA 4%55 1,380
Garner Asset Management Corp 3%55 2,050
GERMAN AMERICAN BANCORP, INC. 1%54 7,645
CAROLINAS WEALTH CONSULTING LLC bought54 54
Financial Advocates Investment Management 5%54 1,153
ZEVENBERGEN CAPITAL INVESTMENTS LLC 2%53 2,468
FIRST HAWAIIAN BANK 8%52 676
B & T Capital Management DBA Alpha Capital Management 1%49 5,630
Koshinski Asset Management, Inc. 10%48 531
Cypress Wealth Services, LLC 1%47 3,837
Traverso Chambers Private Wealth Management, LLC 10%47 521
Midwest Professional Planners, LTD. 3%46 1,427
Shepherd Financial Partners LLC 2%45 1,900
Pacitti Group Inc. 45%45 145
FIRST MANHATTAN CO 5%44 872
Waldron, LP 5%42 936
Williams Jones Wealth Management, LLC. 3%42 1,707
NuWave Investment Management, LLC bought42 42
BUCKHEAD CAPITAL MANAGEMENT LLC 0%42 12,419
PineBridge Investments Ltd bought41 41
DOWLING & YAHNKE INC 1%41 6,820
Westside Investment Management, Inc. bought41 41
WAGNER CAPITAL MANAGEMENT CORP 6%41 779
Mirador Capital Partners LP 1%39 4,055
McMahon Financial Advisors, LLC bought39 39
Bogart Wealth, LLC 1%39 5,362
WEST BANCORPORATION INC 8%38 515
Great Diamond Partners, LLC 1%38 2,870
BENJAMIN EDWARDS INC bought38 38
GLENVIEW STATE BANK TRUST DEPT. 4%37 1,037
MOODY LYNN & CO/ 2%35 1,913
Hudock Moyer Wealth Resources, LLC 121%35 64
H D Vest Advisory Services 2%35 1,606
Capital Investment Advisory Services, LLC 1%33 4,124
Massey, Quick & Co., LLC 30%33 142
SMITHFIELD TRUST CO 14%33 267
Larson Financial Group LLC 229%32 46
Leisure Capital Management 2%31 1,664
Evolution Wealth Advisors, LLC bought31 31
MIDDLETON & CO INC/MA 1%30 2,333
NICOLET BANKSHARES INC 6%30 503
Carnick & Kubik Group, LLC 2%30 1,371
Dorsey & Whitney Trust CO LLC 1%29 2,011
TRUEWEALTH LLC 24%27 141
Financial Advantage, Inc. bought25 25
Cranbrook Wealth Management, LLC bought25 25
McIlrath & Eck, LLC bought25 25
HOLDERNESS INVESTMENTS CO 4%25 655
Patriot Financial Group Insurance Agency, LLC 9%25 296
Essex Savings Bank 3%25 887
Hummer Financial Advisory Services Inc 3%25 830
Global Retirement Partners, LLC 3%24 947
Thomas J. Herzfeld Advisors, Inc. bought24 24
Glassman Wealth Services 5%23 488
SUN LIFE FINANCIAL INC 34%23 91
MASTRAPASQUA ASSET MANAGEMENT INC 0%23 14,876
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought22 22
NWK Group, Inc. bought22 22
9258 Wealth Management, LLC 1%20 1,678
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 4%20 571
Atlas Private Wealth Advisors bought20 20
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2%20 870
Rockbridge Investment Management, LCC bought19 19
PIEDMONT INVESTMENT ADVISORS LLC 1%19 2,629
Plante Moran Financial Advisors Ltd Partnership 26%19 93
Sigma Planning Corp 1%19 1,971
LYELL WEALTH MANAGEMENT, LP 3%18 683
Lindbrook Capital, LLC 3%18 585
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought17 17
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND bought17 17
Colonial Asset Management, Inc. 1%17 1,201
W.G. Shaheen & Associates DBA Whitney & Co 0%17 10,768
EPG Wealth Management LLC 3%17 596
Steward Partners Investment Advisory, LLC 0%17 8,761
Atlas Brown,Inc. 2%16 837
Financial Management Professionals, Inc. 400%16 20
WESBANCO BANK INC 0%15 23,061
Vectors Research Management, LLC bought15 15
Horan Securities, Inc. bought14 14
Beaumont Asset Management, L.L.C. 0%14 3,432
TRUSTCORE FINANCIAL SERVICES, LLC 6%14 241
Highland Private Wealth Management bought13 13
Baldwin Investment Management, LLC 0%13 4,080
Harbour Capital Advisors, LLC 0%12 4,036
Cornell Pochily Investment Advisors, Inc. 1%12 1,184
Lincoln Capital LLC 0%11 3,046
Sullivan, Bruyette, Speros & Blaney, Inc. 2%11 694
Baystate Wealth Management LLC 7%11 175
Sonora Investment Management, LLC 28%11 51
Circle Wealth Management, LLC 2%10 483
Investment Counsel Inc. 0%10 5,008
Gemmer Asset Management LLC bought10 10
L & S Advisors Inc 1%10 856
FOSTER DYKEMA CABOT & CO INC/MA 2%10 557
Rossmore Private Capital 0%10 3,403
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0%10 2,470
Cedar Mountain Advisors, LLC 100%10 20
SECURITY NATIONAL TRUST CO 0%10 5,528
PEAPACK GLADSTONE FINANCIAL CORP 0%9 60,953
PAX Financial Group, LLC 1%9 918
PANAGORA ASSET MANAGEMENT INC 0%9 2,877
Secrest Blakey & Associates, LLC 1%8 1,599
Oakworth Capital, Inc. 1%8 692
Perennial Advisors, LLC 14%8 65
Ferris Capital, LLC 0%7 2,041
Dai-Ichi Life Insurance Company, Ltd 0%7 15,820
REILLY FINANCIAL ADVISORS, LLC bought7 7
JJJ Advisors Inc. bought6 6
Perigon Wealth Management, LLC 1%6 588
Modus Advisors, LLC bought6 6
Intersect Capital LLC 1%6 480
Cribstone Capital Management, LLC bought5 5
Pinnacle Bank 1%5 925
Ellevest, Inc. bought5 5
Elmwood Wealth Management, Inc. bought5 5
Claro Advisors LLC 0%4 850
FLAGSHIP HARBOR ADVISORS, LLC 0%4 909
Resonant Capital Advisors, LLC 1%3 585
Sageworth Trust Co bought3 3
Vigilant Capital Management, LLC 4%3 78
SMITH ASSET MANAGEMENT GROUP LP 3%2 71
THOMPSON SIEGEL & WALMSLEY LLC 2%2 105
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0%2 492
DUNCKER STREETT & CO INC 0%2 700
CREATIVE FINANCIAL DESIGNS INC /ADV bought2 2
HBK Sorce Advisory LLC 0%2 3,204
Financial Advisory Service, Inc. 0%2 653
GRIMES & COMPANY, INC. 0%2 752
LIBERTY WEALTH MANAGEMENT LLC 1%1 84
HBC Financial Services, PLLC 4%1 26
SALIENT TRUST CO LTA 0%1 13,005
Burt Wealth Advisors bought1 1
SIGNATUREFD, LLC 0%1 1,526
WHITE BAY PT LLC 0%1 1,501
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