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STOCK TICKER:
DIAMONDS TRUST SER 1   (ticker: DIA)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 45,015,598
Previous Holdings: 29,115,847
Change: 54.61%
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)
BANK OF AMERICA CORP /DE/ bought5,893,243 5,893,243 JANE STREET GROUP, LLC 64%1,212,880 693,149
MORGAN STANLEY bought3,083,398 3,083,398 Twin Tree Management, LP 85%1,179,403 207,500
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought2,024,900 2,024,900 BANK OF MONTREAL /CAN/ 86%823,376 135,453
GOLDMAN SACHS GROUP INC bought1,033,655 1,033,655 SG Americas Securities, LLC 64%208,484 115,874
ROYAL BANK OF CANADA bought800,227 800,227 K2 PRINCIPAL FUND, L.P. sold150,000 0
Susquehanna International Group, LLP 9%717,445 9,034,827 Caption Management, LLC sold105,500 0
CREDIT SUISSE/ 213%570,485 838,595 Forward Management, LLC sold88,162 0
AMERIPRISE FINANCIAL INC bought512,739 512,739 JONES FINANCIAL COMPANIES LLLP 97%69,357 1,814
NATIXIS bought501,501 501,501 Gunma Bank,Ltd. sold68,700 0
SUMITOMO MITSUI FINANCIAL GROUP, INC. bought490,000 490,000 MEITAV DASH INVESTMENTS LTD 96%62,207 2,288
TWO SIGMA INVESTMENTS LLC bought403,400 403,400 BROADMARK ASSET MANAGEMENT LLC sold62,100 0
Berkshire Money Management, Inc. 29,653%274,882 275,809 Psagot Investment House Ltd. 80%52,565 12,751
HSBC HOLDINGS PLC bought271,053 271,053 SNS Financial Group, LLC 66%47,880 24,898
Laidlaw Wealth Management LLC bought248,955 248,955 Rockefeller Capital Management L.P. sold43,760 0
UBS Group AG 25%239,971 1,187,439 RAYMOND JAMES & ASSOCIATES 17%42,714 213,597
Raymond James Financial Services Advisors, Inc. bought182,879 182,879 Creative Planning sold34,832 0
TWO SIGMA SECURITIES, LLC bought158,319 158,319 QVR LLC sold30,136 0
BB&T CORP bought139,528 139,528 Mirae Asset Global Investments Co., Ltd. sold30,086 0
J P MORGAN CHASE & CO 287%131,688 177,496 AE Wealth Management LLC sold29,684 0
WOLVERINE TRADING, LLC 4%113,791 3,047,325 Mechanics Bank Trust Department 93%29,100 2,100
GREEN SQUARE CAPITAL MANAGEMENT LLC 2,386%109,144 113,719 DIAM Co., Ltd. sold27,440 0
Cutler Group LP 18%104,684 685,200 DRW Securities, LLC 54%26,513 22,607
CITIGROUP INC 5%99,333 1,932,239 ENVESTNET ASSET MANAGEMENT INC 11%24,896 205,292
SIMPLEX TRADING, LLC bought94,580 94,580 Bremer Bank National Association sold21,578 0
HAP Trading, LLC bought90,800 90,800 Janney Montgomery Scott LLC 39%20,443 31,798
MIZUHO SECURITIES USA INC. 703%78,003 89,102 Steward Partners Investment Advisory, LLC 52%18,346 16,677
WELLS FARGO & CO/MN 4%75,854 2,003,343 Stevard, LLC 86%16,466 2,752
LPL Financial CORP 9%66,041 785,567 Vishria Bird Financial Group, LLC 82%13,559 3,036
PIERSHALE FINANCIAL GROUP, INC. bought65,015 65,015 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 15%12,352 72,512
Qube Research & Technologies Ltd bought57,108 57,108 FCG ADVISORS, LLC 65%11,532 6,211
Williams Jones Wealth Management, LLC. 148%54,979 92,176 Steel Peak Wealth Management LLC 97%11,480 300
Davidson Capital Management Inc. bought52,760 52,760 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. sold11,146 0
Tower Research Capital LLC bought52,206 52,206 IFP Advisors, Inc 88%9,836 1,394
BARCLAYS PLC 40%52,135 182,832 FineMark National Bank & Trust 80%9,602 2,340
Eagle Capital Management, LLC bought51,698 51,698 REGIONS FINANCIAL CORP 15%7,858 42,993
AMG National Trust Bank bought50,604 50,604 Madden Advisory Services, Inc. sold7,755 0
GenWealth Group, Inc. bought49,148 49,148 TD ASSET MANAGEMENT INC 52%7,640 6,987
CIBC World Markets Inc. bought46,615 46,615 California Capital Advisors, Inc. 26%7,618 22,058
BTG Pactual Global Asset Management Ltd bought46,000 46,000 INVESTMENT MANAGEMENT OF VIRGINIA LLC 8%7,280 84,671
NORTHERN TRUST CORP bought45,260 45,260 Capital Wealth Planning, LLC 39%7,074 11,098
Veracity Capital LLC bought43,846 43,846 Meridian Wealth Management, LLC 46%6,988 8,269
Riggs Asset Managment Co. Inc. bought43,591 43,591 Capital Wealth Alliance, LLC 59%6,975 4,859
Bank of New York Mellon CORP 76%41,889 96,725 BESSEMER GROUP INC 40%6,877 10,164
TWO SIGMA ADVISERS, LLC bought41,500 41,500 American Asset Management Inc. sold6,000 0
JUMP TRADING, LLC 670%39,247 45,109 COMMERZBANK AKTIENGESELLSCHAFT /FI sold5,580 0
Squarepoint Ops LLC 616%39,214 45,578 LINCOLN NATIONAL CORP 98%5,534 123
Csenge Advisory Group 981%35,073 38,648 Ayalon Holdings Ltd. 40%5,280 7,898
Sawtooth Asset Management, Inc. bought31,952 31,952 Conservest Capital Advisors, Inc. 7%5,269 67,603
Strategic Blueprint, LLC bought30,645 30,645 Partnervest Advisory Services LLC sold5,185 0
FMR LLC bought30,370 30,370 BOYS ARNOLD & CO INC 48%5,000 5,400
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12%29,959 278,207 Wealth Enhancement & Preservation of GA, LLC 33%4,932 10,019
SUNRISE PARTNERS LLC /CT 138%27,289 47,089 Probabilities Fund Management, LLC 15%4,740 27,380
BLAIR WILLIAM & CO/IL 82%24,398 54,116 CVA Family Office, LLC sold4,204 0
Main Management LLC 1,306%23,500 25,300 LEVEL FOUR ADVISORY SERVICES, LLC sold4,199 0
IHT Wealth Management, LLC bought22,632 22,632 Lavaca Capital LLC sold4,000 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought22,103 22,103 JOHNSON INVESTMENT COUNSEL INC 20%3,579 14,767
BIRINYI ASSOCIATES INC bought21,461 21,461 IFG Advisors, LLC 21%3,548 13,733
Paul John Balson bought20,392 20,392 Sumitomo Mitsui Trust Holdings, Inc. sold3,500 0
GFS Advisors, LLC bought19,152 19,152 MML INVESTORS SERVICES, LLC 7%3,438 48,672
Advisory Services Network, LLC bought19,117 19,117 Dynamic Advisors Solutions LLC 60%3,273 2,200
SYNOVUS FINANCIAL CORP 602%19,115 22,291 Sound View Wealth Advisors Group, LLC 21%2,996 11,513
HighTower Advisors, LLC 14%18,303 146,359 Sigma Planning Corp 23%2,960 10,085
Walleye Trading LLC bought17,268 17,268 Keystone Financial Group 21%2,814 10,393
Arvest Trust Co 105%15,407 30,028 CPCM, LLC 39%2,737 4,342
XR Securities LLC bought14,800 14,800 Oxbow Advisors, LLC sold2,625 0
BROWN ADVISORY HOLDINGS INC bought14,531 14,531 Karp Capital Management Corp sold2,612 0
MISSION CREEK CAPITAL PARTNERS, INC bought13,719 13,719 DAVENPORT & CO LLC 33%2,514 5,110
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought13,605 13,605 Gradient Capital Advisors, LLC sold2,452 0
ATRIA INVESTMENTS LLC bought12,721 12,721 Pinnacle Wealth Management Advisory Group, LLC 6%2,420 36,470
CenterStar Asset Management, LLC 36%12,011 45,600 HoyleCohen, LLC sold2,379 0
AJ WEALTH STRATEGIES, LLC bought11,988 11,988 Sequoia Financial Advisors, LLC sold2,029 0
CAPITAL FUND MANAGEMENT S.A. 92%11,900 24,800 Harfst & Associates, Inc. sold2,017 0
Cornerstone Wealth Management, LLC bought11,601 11,601 greenwich Wealth Management LLC 17%2,008 10,092
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought11,264 11,264 Pinnacle Holdings, LLC 5%1,874 35,701
NTV ASSET MANAGEMENT LLC 69%11,125 27,224 Buckingham Asset Management, LLC 24%1,800 5,708
Harvest Investment Services, LLC 679%11,021 12,644 PINNACLE ASSOCIATES LTD 2%1,763 80,708
J.W. COLE ADVISORS, INC. bought10,768 10,768 Aurora Private Wealth, Inc. 50%1,716 1,710
Sowell Financial Services LLC 183%10,518 16,273 WHITTIER TRUST CO 7%1,667 21,700
BANK OF NOVA SCOTIA / bought10,501 10,501 CWM, LLC 45%1,602 1,998
Belpointe Asset Management LLC bought9,681 9,681 OARSMAN CAPITAL, INC. sold1,505 0
Lombard Odier Asset Management (USA) Corp bought9,285 9,285 Camden Capital, LLC 50%1,473 1,464
Integrated Wealth Concepts LLC 79%9,214 20,861 CRA Financial Services, LLC 32%1,458 3,064
Capital Square, LLC bought9,089 9,089 TIEDEMANN WEALTH MANAGEMENT, LLC sold1,445 0
Private Advisor Group, LLC 16%8,789 63,099 Mine & Arao Wealth Creation & Management, LLC. 3%1,429 48,298
FUKOKU MUTUAL LIFE INSURANCE Co bought8,000 8,000 Warren Averett Asset Management, LLC sold1,425 0
Equitable Holdings, Inc. bought7,494 7,494 MinichMacGregor Wealth Management, LLC sold1,407 0
Financial Network 80%7,455 16,730 PITTENGER & ANDERSON INC 5%1,374 25,499
Golden State Wealth Management, LLC bought7,309 7,309 Personal Capital Advisors Corp 56%1,373 1,090
MILLENNIUM MANAGEMENT LLC bought7,003 7,003 Strategic Wealth Designers 13%1,372 8,852
Peak Asset Management, LLC bought6,771 6,771 Edge Capital Group, LLC 21%1,346 4,945
Prospera Financial Services bought6,679 6,679 TORONTO DOMINION BANK 100%1,298 2
WASHBURN CAPITAL MANAGEMENT, INC. 17%6,585 45,487 Reynders McVeigh Capital Management, LLC sold1,251 0
Voya Financial Advisors, Inc. bought6,453 6,453 Texas Capital Bank Wealth Management Services Inc sold1,229 0
Trexquant Investment LP bought5,606 5,606 Narwhal Capital Management 13%1,200 8,117
Heritage Wealth Advisors bought5,479 5,479 GRIMES & COMPANY, INC. 47%1,197 1,366
PEAK6 Investments LLC bought5,430 5,430 Advisory Alpha, LLC 18%1,176 5,386
DAVIDSON D A & CO bought5,083 5,083 UNIONBANCAL CORP 29%1,138 2,742
Sunbelt Securities, Inc. bought5,052 5,052 Samalin Investment Counsel, LLC 27%1,136 3,148
55I, LLC bought5,044 5,044 Atlantic Trust Group, LLC 31%1,128 2,558
USCA RIA LLC 125,675%5,027 5,031 Pensionmark Financial Group, LLC 38%1,123 1,813
Private Capital Management, LLC bought5,000 5,000 EPG Wealth Management LLC sold1,120 0
Grandview Asset Management LLC bought4,807 4,807 Asset Dedication, LLC 10%1,098 9,656
ARKANSAS FINANCIAL GROUP, INC. 2%4,312 230,709 CENTAURUS FINANCIAL, INC. 6%1,088 16,458
SPRINGBOK CAPITAL MANAGEMENT, LLC bought4,200 4,200 Milestone Group, Inc. sold1,063 0
NEXT Financial Group, Inc 488%4,088 4,925 Wealthsimple US, Ltd. sold1,000 0
InterOcean Capital, LLC bought4,020 4,020 RSM US WEALTH MANAGEMENT LLC sold983 0
Waterloo Capital, L.P. bought3,900 3,900 Tortoise Investment Management, LLC 5%970 16,983
Cresset Asset Management, LLC bought3,838 3,838 TBH Global Asset Management, LLC 6%936 14,073
Sageworth Trust Co bought3,800 3,800 Multi-Financial Securities Corp 7%930 11,971
WHITE BAY PT LLC 41%3,600 12,300 SOL Capital Management CO 19%900 3,740
Bluefin Trading, LLC bought3,500 3,500 Savant Capital Management Inc 38%900 1,465
Curtis Advisory Group, LLC 5%3,396 77,490 First Allied Advisory Services, Inc. 9%891 9,277
Stratos Wealth Partners, LTD. 28%3,379 15,480 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4%818 19,636
Calamos Wealth Management LLC bought3,272 3,272 HALL CAPITAL MANAGEMENT CO INC sold812 0
Fiduciary Group LLC bought3,165 3,165 Advanced Asset Management Advisors Inc 18%800 3,764
Gladstone Institutional Advisory LLC bought3,153 3,153 Cornerstone Investment Partners, LLC 33%798 1,627
Oscan Associates Inc. bought3,067 3,067 Private Ocean, LLC 72%777 307
SCHNIEDERS CAPITAL MANAGEMENT LLC 83%3,062 6,736 Verity Asset Management, Inc. 5%774 15,071
EVOKE WEALTH, LLC 978%2,945 3,246 Venture Visionary Partners LLC 5%759 13,821
Country Club Trust Company, n.a. bought2,835 2,835 Financeware, Inc. sold759 0
Campbell Wealth Management 7%2,773 40,773 Laurel Wealth Advisors, Inc. sold754 0
Kovitz Investment Group Partners, LLC bought2,700 2,700 RAYMOND JAMES TRUST CO 18%737 3,253
SignalPoint Asset Management, LLC 73%2,621 6,208 SCOTIA CAPITAL INC. 23%730 2,380
LAZARD ASSET MANAGEMENT LLC bought2,585 2,585 WADE G W & INC 7%724 9,768
PNC FINANCIAL SERVICES GROUP INC 10%2,516 28,056 PFG Advisors 44%713 909
Compagnie Lombard, Odier SCA bought2,465 2,465 Vigilant Capital Management, LLC 56%655 511
Clarus Wealth Advisors bought2,360 2,360 BINGHAM OSBORN & SCARBOROUGH LLC 14%638 4,029
QUADRANT CAPITAL GROUP LLC bought2,347 2,347 BANQUE PICTET & CIE SA 6%625 9,700
SMITH, MOORE & CO. bought2,342 2,342 SeaCrest Wealth Management, LLC 28%614 1,607
Edgestream Partners, L.P. 128%2,294 4,088 V Wealth Management,LLC 16%614 3,200
BENJAMIN F. EDWARDS & COMPANY, INC. 151%2,273 3,774 QCI ASSET MANAGEMENT INC/NY sold612 0
Secure Asset Management, LLC 40%2,184 7,600 Mariner Wealth Advisors, LLC 1%567 43,323
Raab & Moskowitz Asset Management LLC bought2,052 2,052 GLENMEDE TRUST CO NA 18%556 2,617
WAYNE HUMMER INVESTMENTS L.L.C. bought1,987 1,987 Resource Management, LLC 8%545 5,894
Hilltop Holdings Inc. bought1,925 1,925 MCMILLION CAPITAL MANAGEMENT INC sold539 0
Archetype Wealth Partners, LLC bought1,890 1,890 DOWLING & YAHNKE INC 17%535 2,608
Pacific Center for Financial Services bought1,871 1,871 Element Wealth, LLC 25%527 1,564
Kovack Advisors, Inc. 15%1,812 13,722 Lakeview Capital Partners, LLC 13%505 3,429
FIRST COMMONWEALTH FINANCIAL CORP /PA/ bought1,800 1,800 Miracle Mile Advisors, LLC 5%500 9,240
HOLLENCREST SECURITIES LLC bought1,793 1,793 Beacon Pointe Advisors, LLC 20%487 1,965
GREAT VALLEY ADVISOR GROUP, INC. bought1,785 1,785 Bernicke & Associates, LTD 12%485 3,499
COMMONWEALTH EQUITY SERVICES, LLC. 1%1,784 183,660 BBVA USA BANCSHARES INC 12%476 3,446
AMERITAS INVESTMENT CORP 11%1,779 18,222 STEPHENS INC /AR/ 1%475 57,466
Verition Fund Managegment LLC bought1,761 1,761 Keebeck Alpha, LP 20%474 1,890
Doyle Wealth Management bought1,761 1,761 EATON VANCE MANAGEMENT 13%468 3,156
Bank Julius Baer & Co. Ltd, Zurich bought1,744 1,744 Windsor Capital Management, LLC 5%468 8,987
Delta Investment Management, LLC bought1,682 1,682 AVALON ADVISORS L P 17%430 2,125
Grassi Investment Management bought1,671 1,671 Pettinga Financial Advisors, LLC 5%423 7,910
RMR Wealth Builders bought1,607 1,607 DONALDSON CAPITAL MANAGEMENT, LLC 24%416 1,315
JEFFERIES GROUP INC /DE/ bought1,544 1,544 GAMBLE JONES INVESTMENT COUNSEL 7%400 5,650
Maryland Capital Management, LLC bought1,532 1,532 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 20%400 1,600
COZAD ASSET MANAGEMENT INC bought1,525 1,525 Pacifica Partners Inc. sold400 0
Private Portfolio Partners LLC bought1,524 1,524 MONTAG A & ASSOCIATES INC 3%385 11,775
Intrua Financial, LLC bought1,515 1,515 VALLEY NATIONAL ADVISERS INC 60%380 249
Institute for Wealth Management, LLC. 72%1,475 3,531 PARAMETRIC PORTFOLIO ASSOCIATES 5%373 7,612
Feltz Wealth PLAN Inc. bought1,471 1,471 Neuberger Berman Group LLC 5%358 7,297
J. Goldman & Co LP bought1,466 1,466 Pinnacle Wealth Planning Services, Inc. 2%353 19,104
Financial Advocates Investment Management 133%1,463 2,566 Abbrea Capital, LLC 30%340 807
Investors Financial Group, LLC 96%1,462 2,981 Homrich & Berg 4%335 7,837
Regal Investment Advisors, LLC bought1,454 1,454 Smart Money Group LLC 12%328 2,440
Strategic Wealth Partners Group LLC bought1,445 1,445 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21%324 1,212
FormulaFolio Investments, LLC 84%1,433 3,143 KEYBANK NATIONAL ASSOCIATION/OH 1%305 28,703
First City Capital Management, Inc. bought1,424 1,424 Capital Bank & Trust Co sold300 0
Mattern Wealth Management LLC bought1,405 1,405 BALLAST ADVISORS LLC sold300 0
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 70%1,400 3,388 TRUSTCORE FINANCIAL SERVICES, LLC 12%297 2,240
DIXON HUBARD FEINOUR & BROWN INC/VA bought1,390 1,390 Connecticut Wealth Management, LLC 6%287 4,807
Kerntke Otto McGlone Wealth Management Group bought1,389 1,389 Blue Fin Capital, Inc. 19%281 1,179
Integrated Advisors Network LLC 14%1,371 11,002 Focused Wealth Management, Inc 20%279 1,094
Brookstone Capital Management 74%1,357 3,195 Benin Management CORP 1%266 20,706
SALEM INVESTMENT COUNSELORS INC bought1,300 1,300 BANK HAPOALIM BM 3%265 7,465
Hanson McClain, Inc. 73%1,263 3,004 PINNACLE FINANCIAL PARTNERS INC 1%260 39,856
MADDEN SECURITIES Corp bought1,232 1,232 Sugarloaf Wealth Management, LLC 3%254 9,342
Krilogy Financial LLC bought1,200 1,200 Cypress Wealth Services, LLC 6%250 3,874
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought1,180 1,180 First Heartland Consultants, Inc. 4%243 6,353
Financial Engines Advisors L.L.C. bought1,179 1,179 Banco Santander, S.A. 1%233 21,293
Well Done, LLC bought1,173 1,173 Harwood Advisory Group, LLC sold229 0
Lido Advisors, LLC bought1,158 1,158 King Wealth Management Group, LLC 1%224 18,065
BOYD WATTERSON ASSET MANAGEMENT LLC/OH bought1,156 1,156 DEUTSCHE BANK AG 5%223 4,701
Mutual Advisors, LLC bought1,131 1,131 FIRST INTERSTATE BANK 16%220 1,144
Capital Asset Advisory Services LLC 67%1,129 2,815 FIRST HAWAIIAN BANK 11%218 1,838
Wall Street Access Asset Management, LLC bought1,116 1,116 MURPHY CAPITAL MANAGEMENT INC 1%216 20,723
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD bought1,105 1,105 Summit X, LLC 16%209 1,076
Stonebridge Capital Advisors LLC 666%1,065 1,225 FIRST UNITED BANK TRUST/ 14%200 1,226
Keeley-Teton Advisors, LLC bought1,051 1,051 Resonant Capital Advisors, LLC 6%200 3,300
Actinver Wealth Management, Inc. bought1,025 1,025 Cribstone Capital Management, LLC sold200 0
Jacobi Capital Management LLC 181%1,017 1,579 SIGNATUREFD, LLC 15%200 1,093
STIFEL FINANCIAL CORP bought1,000 1,000 HARDESTY CAPITAL MANAGEMENT CORP 1%195 15,954
FORT PITT CAPITAL GROUP, LLC bought1,000 1,000 Ausdal Financial Partners, Inc. 2%191 10,706
Clarity Wealth Advisors, LLC bought998 998 Claro Advisors LLC 10%190 1,748
WETHERBY ASSET MANAGEMENT INC bought990 990 Capital Investment Advisors, LLC 8%186 2,205
Koshinski Asset Management, Inc. bought960 960 Pacitti Group Inc. 78%175 50
Rehmann Capital Advisory Group bought960 960 PROEQUITIES, INC. 6%163 2,364
IFG Advisory, LLC 5%947 20,744 Key FInancial Inc sold163 0
Meridian Wealth Advisors, LLC bought939 939 BDO Wealth Advisors, LLC 24%160 515
L & S Advisors Inc 3%935 28,289 DUNCKER STREETT & CO INC 5%158 3,318
INTL FCSTONE INC. 20%934 5,642 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 5%155 2,893
All Terrain Financial Advisors, LLC 4%924 26,697 Court Place Advisors, LLC 8%150 1,676
ETRADE Capital Management LLC 8%922 13,055 Capital Analysts, Inc. sold147 0
Emerald Investment Partners, LLC bought910 910 Perigon Wealth Management, LLC 4%145 3,333
Willingdon Wealth Management bought903 903 Arkadios Wealth Advisors 3%141 4,276
Winthrop Advisory Group LLC bought894 894 FAGAN ASSOCIATES, INC. 5%140 2,450
Rikoon Group, LLC bought891 891 NOESIS CAPITAL MANGEMENT CORP 4%139 2,968
MERIDIAN MANAGEMENT CO bought890 890 Danda Trouve Investment Management, Inc. sold137 0
Moisand Fitzgerald Tamayo, LLC bought886 886 McAdam, LLC 8%136 1,473
ALLIANCEBERNSTEIN L.P. 69%885 2,166 JACKSON SQUARE CAPITAL, LLC 72%134 53
INVERNESS COUNSEL INC /NY/ bought881 881 FLAGSHIP HARBOR ADVISORS, LLC 3%134 4,898
Nikulski Financial, Inc. bought865 865 Archer Investment Corp sold132 0
Jaffetilchin Investment Partners, LLC bought862 862 HOWE & RUSLING INC 4%132 3,127
Diversified Portfolios, Inc. bought859 859 Roundview Capital LLC 3%130 3,911
Intelligence Driven Advisers, LLC bought859 859 F3Logic, LLC 12%128 961
Quantbot Technologies LLC bought852 852 Epstein & White Financial LLC 8%127 1,548
Ocean Capital Management, LLC bought851 851 Pictet North America Advisors SA 7%125 1,730
Blue Chip Wealth Management, Inc. 39%838 2,994 MASSMUTUAL TRUST CO FSB/ADV sold121 0
FIRST NATIONAL BANK OF OMAHA bought834 834 ARROW FINANCIAL CORP sold115 0
FIFTH THIRD BANCORP 32%815 3,352 Aull & Monroe Investment Management Corp 3%115 3,700
GREENWOOD CAPITAL ASSOCIATES LLC bought811 811 MOODY LYNN & CO/ 2%114 4,531
Cornerstone Advisory, LLP bought810 810 Empirical Financial Services, LLC 7%110 1,518
THOROUGHBRED FINANCIAL SERVICES, LLC 7%810 12,737 Capital Advisory Group Advisory Services, LLC sold108 0
FINANCIAL COUNSELORS INC bought808 808 US BANCORP DE 1%107 12,710
TANDEM CAPITAL MANAGEMENT CORP /ADV bought805 805 MANCHESTER FINANCIAL INC 29%100 241
Carlton Hofferkamp & Jenks Wealth Management, LLC bought800 800 Plante Moran Financial Advisors Ltd Partnership sold100 0
AYRSHIRE ASSOCIATES INC bought800 800 M&T BANK CORP 0%96 28,931
High Falls Advisors, Inc bought800 800 Summit Asset Management, LLC 0%96 42,254
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 85%800 1,736 WAGNER CAPITAL MANAGEMENT CORP 5%92 1,914
BP WEALTH MANAGEMENT, LLC 1,026%790 867 Ellevest, Inc. sold89 0
Titus Wealth Management bought790 790 LIBERTY WEALTH MANAGEMENT LLC 9%84 852
HOLDERNESS INVESTMENTS CO bought780 780 Intersect Capital LLC 4%84 2,018
COLONY GROUP LLC bought777 777 NORTHSTAR INVESTMENT ADVISORS LLC 2%80 4,666
Alpha Cubed Investments, LLC bought743 743 Parkside Financial Bank & Trust 36%80 140
Essex Financial Services, Inc. 63%697 1,808 EDMOND DE ROTHSCHILD HOLDING S.A. 29%75 185
MERCER GLOBAL ADVISORS INC /ADV 61%663 1,746 Allred Capital Management, LLC sold75 0
Western Wealth Management, LLC 21%661 3,778 RFG Advisory Group, LLC 5%72 1,327
MAI Wealth Advisors 14%637 5,167 Capital Planning Advisors, LLC 6%70 1,096
Good Life Advisors, LLC 32%624 2,551 FIERA SCEPTRE INC. 6%69 1,000
ATTICUS WEALTH MANAGEMENT, LLC bought606 606 HCR Wealth Advisors 2%62 3,803
ENTERPRISE FINANCIAL SERVICES CORP bought600 600 COLDSTREAM CAPITAL MANAGEMENT INC 4%62 1,317
Apollon Wealth Management, LLC bought535 535 Sontag Advisory, LLC 1%62 6,814
LexAurum Advisors, LLC 33%509 2,029 MONETA GROUP INVESTMENT ADVISORS INC 3%61 1,873
Truepoint, Inc. 3%501 19,530 We Are One Seven, LLC 4%61 1,646
First Bank & Trust bought474 474 MEEDER ASSET MANAGEMENT INC sold58 0
Atlas Private Wealth Management bought461 461 Founders Capital Management 3%55 1,812
Stelac Advisory Services LLC bought451 451 People's United Financial, Inc. 1%54 6,393
Trust Co bought400 400 PROFFITT & GOODSON INC 47%53 60
GROUP ONE TRADING, L.P. bought398 398 Penobscot Investment Management Company, Inc. 3%50 1,470
GARRISON POINT ADVISORS, LLC 20%368 2,189 MARK SHEPTOFF FINANCIAL PLANNING, LLC 50%50 50
Starfire Investment Advisers, Inc. 2%363 16,695 HPM Partners LLC 2%46 2,757
PUTNAM FL INVESTMENT MANAGEMENT CO 14%360 2,900 Gierl Augustine Investment Management Inc sold44 0
National Asset Management, Inc. 4%354 9,606 Hochman Cole Investment Advisors, Inc. 2%42 2,003
SRS Capital Advisors, Inc. bought346 346 RDA Financial Network 1%41 4,400
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10%345 3,802 Nelson, Van Denburg & Campbell Wealth Management Group, LLC sold40 0
CAPTRUST FINANCIAL ADVISORS 9%308 3,831 Parsec Financial Management, Inc. 2%38 1,866
Larson Financial Group LLC bought307 307 Pegasus Asset Management, Inc. 1%35 3,185
Hanson Investment Management bought300 300 FIRST CITIZENS BANK & TRUST CO 3%33 1,251
TrueNorth, Inc. bought300 300 Red Door Wealth Management, LLC 3%30 840
Wealthcare Advisory Partners LLC 34%287 1,141 Financial Architects, Inc 1%29 3,254
Kore Private Wealth LLC bought270 270 Carnegie Capital Asset Management, LLC 2%28 1,749
Goss Wealth Management LLC 29%270 1,211 Financial Advisory Group 0%27 96,880
Aptus Capital Advisors, LLC 3%260 9,280 Private Wealth Advisors, Inc. 1%25 2,731
Symphony Financial, Ltd. Co. 22%253 1,403 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2%25 1,100
Principle Wealth Partners LLC bought250 250 Moors & Cabot, Inc. 1%25 1,899
CREATIVE FINANCIAL DESIGNS INC /ADV 338%250 324 Bay Harbor Wealth Management, LLC 92%23 2
WEDBUSH MORGAN SECURITIES INC 3%249 9,665 Baystate Wealth Management LLC sold23 0
NWAM LLC 16%227 1,684 GHP Investment Advisors, Inc. 0%22 24,480
Orion Portfolio Solutions, LLC bought218 218 TOWNSQUARE CAPITAL LLC 2%21 1,090
Sheaff Brock Investment Advisors, LLC 1%213 14,867 PARSONS CAPITAL MANAGEMENT INC/RI 2%20 1,302
BROWN BROTHERS HARRIMAN & CO bought200 200 CITIZENS & NORTHERN CORP 1%18 2,543
Cetera Investment Advisers 5%194 4,500 TOCQUEVILLE ASSET MANAGEMENT LP 0%15 4,913
Global Retirement Partners, LLC 18%191 1,235 HOWARD WEALTH MANAGEMENT, LLC 1%15 1,510
Prime Capital Investment Advisors, LLC 74%181 425 ROSENBLUM SILVERMAN SUTTON S F INC /CA 1%14 1,180
DUMONT & BLAKE INVESTMENT ADVISORS LLC 16%175 1,300 Sonora Investment Management, LLC 74%14 5
HBK Sorce Advisory LLC 9%172 2,183 Global Financial Private Capital, LLC sold12 0
FRONTIER INVESTMENT MGMT CO 17%169 1,169 Swaine & Leidel Wealth Services, LLC 0%10 6,560
Eudaimonia Partners, LLC 38%159 576 Sandy Spring Bank 1%10 1,216
Lenox Wealth Advisors, Inc. bought150 150 Ellis Investment Partners, LLC 1%8 672
Endurance Wealth Management, Inc. bought148 148 WHITTIER TRUST CO OF NEVADA INC 0%8 29,109
Meridian Wealth Partners, LLC bought133 133 NBT BANK N A /NY 0%7 4,677
FSA Wealth Management LLC bought132 132 AlphaCore Capital LLC sold3 0
VERUS CAPITAL PARTNERS, LLC 48%131 406 Disciplined Investments, LLC 0%1 340
OPPENHEIMER & CO INC 1%124 13,132 Efficient Wealth Management LLC no change 48
Costello Asset Management, INC bought123 123 Carmichael Hill & Associates, Inc. no change 49
H D Vest Advisory Services 1%121 24,290 RPG Investment Advisory, LLC no change 49
Bay Rivers Group 1%116 10,948 CFG Asset Management LLC no change 125
AdvisorNet Financial, Inc 11%116 1,148 Edge Wealth Management LLC no change 80
FIRST FINANCIAL CORP /IN/ 5%115 2,262 HARBOR INVESTMENT ADVISORY, LLC no change 83
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 10%105 1,144 Pflug Koory, LLC no change 45
Atlas Private Wealth Advisors bought103 103 OPTIMUM INVESTMENT ADVISORS no change 120
ARCADIA INVESTMENT MANAGEMENT CORP/MI bought100 100 Horrell Capital Management, Inc. no change 75
KCM INVESTMENT ADVISORS LLC 2%100 4,350 NORTHERN OAK CAPITAL MANAGEMENT INC no change 114
Turim 21 Investimentos Ltda. bought98 98 Versant Capital Management, Inc no change 53
Harel Insurance Investments & Financial Services Ltd. 2%86 5,605 USA Financial Portformulas Corp no change 38
Arete Wealth Advisors, LLC 1%85 16,686 Summit Investment Advisors, Inc. no change 58
Hudock Moyer Wealth Resources, LLC 1%76 5,629 Certified Advisory Corp no change 101
Streettalk Advisors, LLC 2%74 3,558 MCF Advisors LLC no change 60
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought70 70 Baird Financial Group, Inc. no change 3,545
Cambridge Advisors Inc. 1%65 4,734 Bogart Wealth, LLC no change 50
Wealth Alliance Advisory Group, LLC 2%59 2,986 Deane Retirement Strategies, Inc. no change 50
Stratos Wealth Advisors, LLC 2%59 3,110 TSFG, LLC no change 60
Oakmont Partners LLC bought55 55 WASHINGTON CAPITAL MANAGEMENT INC no change 19,416
FIRST MANHATTAN CO 7%53 853 HERITAGE INVESTORS MANAGEMENT CORP no change 9,135
Cranbrook Wealth Management, LLC bought47 47 Integer Wealth Advisors Group LLC no change 2,349
Concorde Asset Management, LLC 160%40 65 Lloyd Advisory Services, LLC. no change 2
TRUEWEALTH LLC 188%30 46 Global Wealth Management Investment Advisory, Inc. no change 6
Davis Capital Management bought30 30 JNBA Financial Advisors no change 10
Traverso Chambers Private Wealth Management, LLC 3%29 1,187 Lenox Wealth Management, Inc. no change 7
Taylor Hoffman Wealth Management bought29 29 NIPPON LIFE INSURANCE CO no change 387,700
TCI Wealth Advisors, Inc. 2%28 1,413 COMMUNITY TRUST & INVESTMENT CO no change 3,900
CALTON & ASSOCIATES, INC. 1%27 2,576 Daiwa Securities Group Inc. no change 33,790
Capital Advisors, Ltd. LLC 0%20 5,719 BigSur Wealth Management LLC no change 12,850
TOTH FINANCIAL ADVISORY CORP bought20 20 Iowa State Bank no change 14,870
First Personal Financial Services 95%19 39 WealthBridge Capital Management, LLC no change 10,074
SkyOak Wealt, LLC 1%16 1,118 NWI MANAGEMENT LP no change 16,000
Sullivan, Bruyette, Speros & Blaney, Inc. 0%14 5,462 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND no change 100,000
IEQ CAPITAL, LLC 0%11 4,126 TRUST CO OF VERMONT no change 10
McIlrath & Eck, LLC bought11 11 AMERICAN NATIONAL BANK no change 136
Truvestments Capital LLC bought10 10 Semmax Financial Advisors Inc. no change 26
SHINE INVESTMENT ADVISORY SERVICES INC 0%9 1,940 ADIRONDACK TRUST CO no change 25
Emery Howard Portfolio Management, Inc. 0%8 2,581 Center for Financial Planning, Inc. no change 230
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 0%8 1,734 Regal Wealth Group, Inc. no change 27
Cutter & CO Brokerage, Inc. 0%7 3,133 Valeo Financial Advisors, LLC no change 33
COMMERCE BANK N A/MO 0%7 9,357 Financial Management Professionals, Inc. no change 30
Sage Capital Advisors,llc 0%6 1,660 Ironwood Wealth Management, llc no change 25
Plancorp, LLC 0%5 1,104 Tradewinds Capital Management, LLC no change 24
GOFEN & GLOSSBERG LLC /IL/ 0%2 1,062 Investors Research Corp no change 12
Savior LLC bought2 2 Resources Investment Advisors, Inc. no change 1,673
SONATA CAPITAL GROUP INC 0%2 1,004 TAIYO LIFE INSURANCE CO no change 40,000
Jackson, Grant Investment Advisers, Inc. 1%2 365 Horan Securities, Inc. no change 12
Parallel Advisors, LLC 1%2 394 Eukles Asset Management no change 22
Lake Point Wealth Management 50%1 3 Joseph P. Lucia & Associates, LLC no change 22
Firestone Capital Management 3%1 41 Lowe fs, LLC no change 36
Kistler-Tiffany Companies, LLC 2%1 61 Ipswich Investment Management Co., Inc. no change 1,000
Winch Advisory Services, LLC 0%1 350 Paulson Wealth Management Inc. no change 1,660
CULLEN FROST BANKERS INC 0%1 434 ROTHSCHILD INVESTMENT CORP /IL no change 1,682
Laurel Wealth Advisors LLC 1%1 82 BRYN MAWR TRUST CO/PA no change 1,617
COBBLESTONE CAPITAL ADVISORS LLC /NY/ no change 1,600
Joel Isaacson & Co., LLC no change 1,550
SHEETS SMITH & ASSOCIATES INC no change 1,600
ORRSTOWN FINANCIAL SERVICES INC no change 1,708
MERIDIAN INVESTMENT COUNSEL INC. no change 7,079
HUNTINGTON NATIONAL BANK no change 1
CLS INVESTMENT FIRM, LLC no change 1,891
OXFORD FINANCIAL GROUP LTD no change 1,804
180 WEALTH ADVISORS, LLC no change 1,750
TELEMUS CAPITAL, LLC no change 1,730
OLD SECOND NATIONAL BANK OF AURORA no change 1,549
TCTC Holdings, LLC no change 1,440
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV no change 1,303
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT no change 1,310
Ziegler Capital Management, LLC no change 1,300
Ancora Advisors, LLC no change 1,261
Busey Trust CO no change 1,258
Global Trust Asset Management, LLC no change 1,324
BURNS J W & CO INC/NY no change 1,329
Donald L. Hagan, LLC no change 1,407
Burns Wealth Management, Inc. no change 1,425
Graves-Light Private Wealth Management, Inc. no change 7,554
NOTTINGHAM ADVISORS, INC. no change 1,361
WoodTrust Financial Corp no change 1,349
CIM, LLC no change 1,940
UNITED BANK /VA/ no change 1,944
REGENTATLANTIC CAPITAL LLC no change 3,583
SCBT FINANCIAL CORP no change 5,200
Evercore Wealth Management, LLC no change 3,577
Banco de Sabadell, S.A no change 3,550
Livingston Group Asset Management CO (operating as Southport Capital Management) no change 5,261
Apexium Financial, LP no change 3,155
Murphy, Middleton, Hinkle & Parker, Inc. no change 3,798
MOTCO no change 4,112
Kelman-Lazarov, Inc. no change 4,650
Analyst IMS Investment Management Services Ltd. no change 4,840
PACIFIC FINANCIAL GROUP INC no change 4,377
Kingsview Wealth Management, LLC no change 100
Iwamoto, Kong & Co., Inc. no change 4,150
Stokes Family Office, LLC no change 5,575
THRIVENT FINANCIAL FOR LUTHERANS no change 5,847
Beaumont Financial Partners, LLC no change 2,031
AllSquare Wealth Management LLC no change 2,083
Drexel Morgan & Co. no change 2,000
First PREMIER Bank no change 2,000
Lehman & Derafelo Financial Resources LLC no change 1,970
HANCOCK HOLDING CO no change 2,110
Pointe Capital Management LLC no change 2,210
MISSION WEALTH MANAGEMENT, LLC no change 2,630
GYL FINANCIAL SYNERGIES, LLC no change 2,717
Legacy Advisors, LLC no change 2,445
Truehand, Inc no change 2,320
PIN OAK INVESTMENT ADVISORS INC no change 397
BURNEY CO/ no change 102
Hoover Financial Advisors, Inc. no change 1,196
Hartland & Co., LLC no change 530
North Star Investment Management Corp. no change 530
D'Orazio & Associates, Inc. no change 515
KINGS POINT CAPITAL MANAGEMENT no change 502
SECURITY NATIONAL TRUST CO no change 450
Evolution Wealth Advisors, LLC no change 461
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 610
REILLY FINANCIAL ADVISORS, LLC no change 660
Sowa Financial Group, Inc. no change 863
Evensky & Katz, Inc. no change 864
Crewe Advisors LLC no change 786
CITY HOLDING CO no change 700
CFM WEALTH PARTNERS LLC no change 687
Burt Wealth Advisors no change 450
TOMPKINS FINANCIAL CORP no change 349
Capital Directions Investment Advisors, LLC no change 171
Barrett Asset Management, LLC no change 212
Brand Asset Management Group, Inc. no change 164
FARMERS & MERCHANTS INVESTMENTS INC no change 150
SMITHFIELD TRUST CO no change 145
Pinnacle Bank no change 250
Bartlett & Co. LLC no change 260
Covington Capital Management no change 300
Column Capital Advisors, LLC no change 310
Oakworth Capital, Inc. no change 300
Private Capital Group, LLC no change 292
Farmers & Merchants Trust Co of Chambersburg PA no change 270
Carroll Financial Associates, Inc. no change 913
Schneider Downs Wealth Management Advisors, LP no change 917
Freestone Capital Holdings, LLC no change 1,076
Neumann Capital Management, LLC no change 1,082
GABLES CAPITAL MANAGEMENT INC. no change 1,050
ALESCO ADVISORS LLC no change 1,045
Weaver Consulting Group no change 1,041
Cedar Brook Financial Partners, LLC no change 1,083
GREENLEAF TRUST no change 1,100
CAPROCK Group, Inc. no change 1,157
PBWM Holdings, LLC no change 1,193
DIVERGENT WEALTH ADVISORS, LLC no change 1,142
9258 Wealth Management, LLC no change 1,134
Zhang Financial LLC no change 1,123
Successful Portfolios LLC no change 1,039
Patriot Investment Management Inc. no change 1,033
Greenwich Investment Management, Inc. no change 950
DOHJ, LLC no change 960
CBIZ Investment Advisory Services, LLC no change 942
PEAPACK GLADSTONE FINANCIAL CORP no change 940
John W. Brooker & Co., CPAs no change 927
Eldridge Investment Advisors, Inc. no change 970
Windham Capital Management, LLC no change 999
Armbruster Capital Management, Inc. no change 1,020
CARRET ASSET MANAGEMENT no change 1,022
Marks Group Wealth Management, Inc no change 1,002
BECK MACK & OLIVER LLC no change 1,000
HORIZON BANCORP /IN/ no change 1,000
Gradient Investments LLC no change 140
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