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STOCK TICKER:
ISHARES JP MORGAN   (ticker: EMB)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 118,859,149
Previous Holdings: 74,950,173
Change: 58.58%
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)
MORGAN STANLEY bought3,565,983 3,565,983 HAP Trading, LLC 100%3,794,990 14,200
Rokos Capital Management LLP bought3,450,042 3,450,042 J P MORGAN CHASE & CO 45%2,332,148 2,852,999
ROYAL BANK OF CANADA bought3,354,065 3,354,065 UBS Group AG sold1,279,400 0
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought2,085,501 2,085,501 Bridgewater Associates, Inc.(Raymond Dalio) sold812,571 0
Gramercy Funds Management LLC bought1,650,000 1,650,000 Mirae Asset Global Investments Co., Ltd. 44%727,584 932,684
CITIGROUP INC 51%1,623,677 4,827,058 WOLVERINE TRADING, LLC sold657,147 0
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 381%1,562,296 1,972,036 TORONTO DOMINION BANK sold600,000 0
VICTORY CAPITAL MANAGEMENT INC bought1,558,761 1,558,761 UNITED SERVICES AUTOMOBILE ASSOCIATION 68%423,965 198,376
Municipal Employees' Retirement System of Michigan 132%1,538,984 2,702,315 ALLIANCEBERNSTEIN L.P. 80%340,000 87,368
BANK OF NOVA SCOTIA / bought1,425,104 1,425,104 CWM, LLC 98%277,339 6,701
JANE STREET GROUP, LLC 82%1,341,658 2,975,766 NorthCoast Asset Management LLC 49%129,689 133,847
BANK OF AMERICA CORP /DE/ bought1,332,652 1,332,652 WHITE BAY PT LLC sold110,770 0
Betterment LLC 35%1,303,772 4,981,237 Cutler Group LP 100%97,000 100
CREDIT SUISSE/ 65%1,142,938 2,901,639 Neuberger Berman Group LLC 12%94,286 700,498
Susquehanna International Group, LLP 67%1,067,922 2,673,103 CIBC Global Asset Management Inc 18%88,247 412,481
AMERIPRISE FINANCIAL INC bought961,441 961,441 MD Financial Management Inc. 13%86,602 570,342
PFM Asset Management LLC bought866,440 866,440 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC sold82,900 0
WELLS FARGO & CO/MN 7%738,874 10,806,102 MML INVESTORS SERVICES, LLC 50%72,576 73,421
BCJ Capital Management, LLC bought707,836 707,836 Raymond James Financial Services Advisors, Inc. 37%69,809 117,324
BlueCrest Capital Management Ltd 62%631,900 1,655,000 DEUTSCHE BANK AG 14%65,962 390,923
Athanor Capital, LP bought522,500 522,500 SHINE INVESTMENT ADVISORY SERVICES INC 90%65,522 7,621
Venturi Wealth Management, LLC bought468,456 468,456 AVIVA PLC sold63,809 0
LANSDOWNE PARTNERS (UK) LLP bought422,500 422,500 Autus Asset Management, LLC 94%59,462 3,721
Deer Park Road Corp bought400,000 400,000 RAYMOND JAMES & ASSOCIATES 34%57,109 110,505
Nationwide Asset Management LLC bought400,000 400,000 Boyer & Corporon Wealth Management, LLC 44%55,655 69,418
683 Capital Management, LLC bought400,000 400,000 AE Wealth Management LLC 99%48,364 300
HSBC HOLDINGS PLC bought382,833 382,833 Harwood Advisory Group, LLC sold48,023 0
TD ASSET MANAGEMENT INC 4,464%348,200 356,000 Soltis Investment Advisors LLC 80%47,846 12,324
BB&T CORP bought342,275 342,275 DIMENSION CAPITAL MANAGEMENT PARTNERS 60%45,762 30,888
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought327,765 327,765 US BANCORP DE 20%43,628 177,787
Invesco Ltd. bought288,000 288,000 LPL Financial CORP 2%38,212 2,356,686
MARATHON ASSET MANAGEMENT LLC bought248,872 248,872 Muzinich & Co., Inc. sold37,661 0
Allianz Asset Management AG 345%245,450 316,570 NEXT Financial Group, Inc 74%35,617 12,414
MainStreet Investment Advisors LLC bought244,713 244,713 SAGE FINANCIAL GROUP INC 27%31,908 86,664
PineBridge Investments Ltd bought239,500 239,500 Bernicke & Associates, LTD 27%31,886 85,681
Point72 Asset Management, L.P. bought220,000 220,000 Mitsubishi UFJ Asset Management (UK) Ltd. sold28,900 0
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought216,977 216,977 SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.,LTD. 69%28,582 12,857
SEI INVESTMENTS CO 14%216,607 1,785,860 ISLAY CAPITAL MANAGEMENT, LLC 59%27,124 18,741
Hilton Capital Management, LLC bought185,413 185,413 CLS INVESTMENT FIRM, LLC 28%25,904 65,654
NORTHERN TRUST CORP bought176,634 176,634 Janney Montgomery Scott LLC 61%24,270 15,823
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 86%176,569 381,605 Forefront Analytics, LLC 52%23,656 21,977
CI INVESTMENTS INC. bought165,892 165,892 Financial Enhancement Group LLC 30%22,630 52,938
CAXTON ASSOCIATES LLC (Bruce Kovner) bought154,960 154,960 HMS Capital Management, LLC sold20,324 0
Parian Global Management LP bought144,000 144,000 WRAPMANAGER INC 61%19,830 12,541
AMP Capital Investors Ltd bought142,808 142,808 Wealth Quarterback LLC sold17,267 0
FDx Advisors, Inc. bought130,500 130,500 Princeton Portfolio Strategies Group LLC sold16,645 0
STATE OF WISCONSIN INVESTMENT BOARD 24%127,700 659,166 Lineweaver Wealth Advisors, LLC 44%15,867 20,197
Sumitomo Mitsui Trust Holdings, Inc. 35%122,246 473,702 Willingdon Wealth Management 98%15,171 244
DUALITY ADVISERS, LP bought120,994 120,994 Abundance Wealth Counselors 14%15,113 92,604
Amerivest Investment Management LLC 12%119,869 1,142,982 Goss Wealth Management LLC 54%14,649 12,295
Probity Advisors, Inc. bought108,887 108,887 Steel Peak Wealth Management LLC 37%13,737 23,833
Man Group plc 1,512%107,291 114,386 Ferguson Shapiro LLC sold13,444 0
PICTET ASSET MANAGEMENT LTD bought107,000 107,000 Brookstone Capital Management 44%12,965 16,647
Renaissance Technologies(Jim Simons) bought94,200 94,200 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 64%12,937 7,217
Glen Point Capital LLP bought92,000 92,000 Sigma Planning Corp 58%12,198 8,978
Wealthfront Advisers LLC 3%88,672 2,745,944 Money Design Co.,Ltd. sold12,189 0
COMMONWEALTH EQUITY SERVICES, LLC. 149%84,314 140,895 KEYBANK NATIONAL ASSOCIATION/OH 8%10,883 128,183
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought83,226 83,226 HighTower Advisors, LLC 12%10,691 80,530
PFS INVESTMENTS INC. 57%81,923 225,192 SJA Financial Advisory, LLC 85%10,657 1,869
Morningstar Investment Services, Inc. 14%78,644 645,156 EP Wealth Advisors, Inc. 40%10,540 15,536
WELLINGTON MANAGEMENT CO LLP 32%73,422 304,582 Private Advisor Group, LLC 20%10,351 40,909
BABSON CAPITAL MANAGEMENT LLC bought73,292 73,292 Stratos Wealth Partners, LTD. 47%10,044 11,306
NextCapital Advisers, Inc. 17%73,134 493,671 FIRST TRUST ADVISORS LP 20%9,710 39,349
Visionary Wealth Advisors bought69,162 69,162 White Lighthouse Investment Management Inc. 47%8,978 9,978
Qube Research & Technologies Ltd bought67,620 67,620 Blackhawk Capital Partners LLC. sold8,923 0
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought63,175 63,175 VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. sold8,477 0
Strategic Investment Advisors, Inc bought62,035 62,035 Crewe Advisors LLC 72%8,408 3,251
Jaffetilchin Investment Partners, LLC bought61,373 61,373 PINNACLE FINANCIAL PARTNERS INC 81%8,317 2,013
Robertson Stephens Wealth Management, LLC 782%51,936 58,578 WEALTHSOURCE PARTNERS, LLC 35%8,162 15,107
Bluefin Trading, LLC bought51,258 51,258 Valeo Financial Advisors, LLC 94%7,897 531
Polaris Wealth Advisers, LLC bought48,403 48,403 6 Meridian 10%7,894 67,328
Riggs Asset Managment Co. Inc. 6,596%48,019 48,747 Capital Analysts, Inc. 10%7,873 70,538
FOSTER & MOTLEY INC 1,051%47,372 51,878 BANK OF MONTREAL /CAN/ 13%7,788 53,977
Hilltop Holdings Inc. bought45,379 45,379 Semmax Financial Advisors Inc. 27%7,624 20,518
Susquehanna International Group Ltd. 62%43,673 113,629 Financial Network 48%7,534 8,200
GREAT VALLEY ADVISOR GROUP, INC. bought38,462 38,462 MIRSKY FINANCIAL MANAGEMENT CORP. 32%7,340 15,575
Alliance Wealth Management Group bought38,185 38,185 NORTHERN OAK CAPITAL MANAGEMENT INC 31%7,305 16,190
Voya Financial Advisors, Inc. bought36,092 36,092 CULLEN FROST BANKERS INC sold7,284 0
Seatown Holdings Pte. Ltd. bought36,000 36,000 Mattern Wealth Management LLC sold6,965 0
HPM Partners LLC bought34,955 34,955 Sowell Financial Services LLC 27%6,176 16,469
MATHER GROUP, INC. 8%34,333 485,672 AlphaStar Capital Management, LLC sold6,151 0
Ionic Capital Management LLC 26%34,200 164,152 CLIENT 1ST ADVISORY GROUP, LLC 37%6,141 10,302
Virtue Capital Management, LLC 1,162%31,688 34,416 Versant Capital Management, Inc 5%6,130 112,041
BRINKER CAPITAL INC bought29,036 29,036 Steward Partners Investment Advisory, LLC 8%5,505 61,787
Canal Capital Management, LLC bought27,402 27,402 Conservest Capital Advisors, Inc. 3%5,364 206,343
Bank of New York Mellon CORP 6%27,382 468,192 Van Hulzen Asset Management, LLC sold5,350 0
Global Financial Private Capital, LLC 13%26,699 228,025 Day & Ennis, LLC sold5,260 0
Toroso Investments, LLC bought26,080 26,080 COMMERZBANK AKTIENGESELLSCHAFT /FI sold5,170 0
IndexIQ Advisors LLC 21%25,457 146,854 Archford Capital Strategies, LLC 26%5,156 14,761
Keebeck Alpha, LP bought23,966 23,966 Q3 Asset Management sold5,124 0
FOUNDERS FINANCIAL SECURITIES LLC bought23,783 23,783 LEVEL FOUR ADVISORY SERVICES, LLC sold5,042 0
Arrow Investment Advisors, LLC bought23,091 23,091 Mountain Capital Investment Advisors, Inc 10%4,991 42,546
PNC FINANCIAL SERVICES GROUP INC 73%22,831 54,192 Intellectus Partners, LLC 23%4,940 16,558
MILLENNIUM MANAGEMENT LLC bought22,009 22,009 CITIZENS & NORTHERN CORP sold4,924 0
Rampart Investment Management Company, LLC bought21,702 21,702 Aveo Capital Partners, LLC sold4,895 0
Legacy Wealth Partners, Inc. bought21,390 21,390 VIVID FINANCIAL MANAGEMENT, INC. sold4,885 0
PARK AVENUE SECURITIES LLC bought21,178 21,178 Parkside Financial Bank & Trust 10%4,871 42,573
Private Portfolio Partners LLC bought20,454 20,454 IHT Wealth Management, LLC 45%4,530 5,483
Crossmark Global Holdings, Inc. bought20,199 20,199 Cypress Wealth Services, LLC sold4,424 0
AMERICAN CENTURY COMPANIES INC bought20,184 20,184 PAX Financial Group, LLC sold4,376 0
Bank Julius Baer & Co. Ltd, Zurich bought20,168 20,168 Optas, LLC sold4,128 0
Evolution Wealth Advisors, LLC bought19,226 19,226 American Research & Management Co. 98%4,010 100
MT LUCAS MANAGEMENT CORP bought19,049 19,049 QUATTRO FINANCIAL ADVISORS LLC 4%3,877 85,485
Towercrest Capital Management 26%18,797 90,150 Patton Albertson & Miller, LLC 66%3,793 1,960
Strategic Investment Advisors / MI 16%18,794 133,535 Arden Trust Co 86%3,663 588
Equitable Holdings, Inc. bought18,786 18,786 Old Port Advisors sold3,582 0
PRUDENT INVESTORS NETWORK 19%18,729 117,731 Nachman Norwood & Parrott, Inc 28%3,449 8,758
CAPITAL ONE FINANCIAL CORP 14%17,748 143,300 M&T BANK CORP 30%3,367 7,795
Ackerman Capital Advisors, LLC bought17,748 17,748 Eqis Capital Management, Inc. 6%3,342 48,141
D. E. Shaw & Co., INC. (David E. Shaw) bought17,050 17,050 Cooper Financial Group 53%3,327 2,922
MEEDER ASSET MANAGEMENT INC 7,106%16,628 16,862 ALPHASIMPLEX GROUP, LLC 40%3,289 4,958
OHE FINANCIAL INC bought16,617 16,617 FIRST NATIONAL TRUST CO sold3,265 0
First Allied Advisory Services, Inc. 111%16,270 30,893 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 8%3,200 38,281
Capital Asset Advisory Services LLC bought16,249 16,249 Money Matters Financial Group Inc sold3,167 0
LFA - Lugano Financial Advisors SA 34%16,206 63,965 SYNOVUS FINANCIAL CORP 50%3,141 3,166
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 9%16,111 192,709 LifePlan Financial Group, Inc 66%3,091 1,603
Modera Wealth Management, LLC 4%15,848 393,040 Financial Strategy Network, LLC sold3,089 0
FINANCIAL ADVISORY CORP /UT/ /ADV bought15,649 15,649 Bay Harbor Wealth Management, LLC 91%2,924 281
STIFEL FINANCIAL CORP bought15,524 15,524 OLD MISSION CAPITAL LLC sold2,902 0
Itau Unibanco Holding S.A. bought15,000 15,000 ROCKLAND TRUST CO sold2,867 0
Verdence Capital Advisors LLC bought14,486 14,486 Leonard Rickey Investment Advisors P.L.L.C. sold2,774 0
Multi-Financial Securities Corp 97%13,853 28,078 Venture Visionary Partners LLC sold2,705 0
NWI MANAGEMENT LP bought13,000 13,000 CHARTER TRUST CO 16%2,686 14,294
Kalos Management, Inc. bought12,145 12,145 Sontag Advisory, LLC sold2,682 0
FINANCIAL LIFE ADVISORS 15%12,020 91,492 RFG Advisory Group, LLC 46%2,550 2,990
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought11,876 11,876 YCMNET ADVISORS INC sold2,474 0
GOLDMAN SACHS GROUP INC bought11,655 11,655 Icon Wealth Partners, LLC sold2,347 0
Columbus Macro, LLC 95%11,361 23,263 Strategic Financial Group, LLC sold2,233 0
Kovitz Investment Group Partners, LLC bought11,273 11,273 Smart Portfolios, LLC sold2,200 0
ARGI Investment Services, LLC 208%11,239 16,633 Argent Trust Co 33%2,182 4,446
Sawtooth Asset Management, Inc. bought11,232 11,232 Spectrum Management Group, Inc. sold2,172 0
Midwest Professional Planners, LTD. 44%10,882 35,411 Resources Investment Advisors, Inc. sold1,899 0
COLTON GROOME FINANCIAL ADVISORS, LLC 112%10,437 19,791 tru Independence LLC 98%1,881 40
Actinver Wealth Management, Inc. 250%10,318 14,447 ROWLAND CARMICHAEL ADVISORS INC /ADV 89%1,835 224
Advisory Services Network, LLC bought9,541 9,541 DOWLING & YAHNKE INC 8%1,828 20,995
Orion Portfolio Solutions, LLC bought9,111 9,111 Kingsview Wealth Management, LLC 19%1,702 7,458
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought8,821 8,821 AMERITAS INVESTMENT CORP sold1,626 0
Dorsey Wright & Associates bought8,740 8,740 Integrated Wealth Concepts LLC 7%1,505 21,598
Redhawk Wealth Advisors, Inc. bought8,558 8,558 LIBERTY WEALTH MANAGEMENT LLC 69%1,466 653
Pinnacle Advisory Group, Inc. bought8,474 8,474 ETRADE Capital Management LLC 4%1,458 40,186
NOMURA ASSET MANAGEMENT CO LTD 11%8,400 82,700 COLONY GROUP LLC 36%1,454 2,563
SigFig Wealth Management, LLC 13%8,192 71,898 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13%1,440 9,792
Adviser Investments LLC bought8,072 8,072 Sumitomo Mitsui Asset Management Company, LTD 2%1,404 83,212
SG Americas Securities, LLC 3%7,983 297,105 DIAM Co., Ltd. 1%1,363 237,995
GRIMES & COMPANY, INC. 142%7,978 13,609 PROEQUITIES, INC. 14%1,327 8,313
Cornerstone Wealth Group, LLC bought7,864 7,864 Good Life Advisors, LLC 8%1,273 14,097
Transamerica Financial Advisors, Inc. bought7,769 7,769 BOYS ARNOLD & CO INC 19%1,245 5,151
Arete Wealth Advisors, LLC 134%7,758 13,559 Creative Planning 28%1,227 3,173
Ballew Advisors, Inc bought7,543 7,543 GUGGENHEIM CAPITAL LLC 3%1,217 39,583
SUMITOMO MITSUI FINANCIAL GROUP, INC. 34%7,281 28,419 National Asset Management, Inc. 14%1,151 6,953
RIVERSEDGE ADVISORS, LLC 56%6,470 18,004 Mackey Komara & Dankovich, LLC 3%1,103 34,597
Homrich & Berg bought6,466 6,466 Hardy Reed LLC 5%1,097 19,577
IFP Advisors, Inc 8%6,283 83,180 AdvisorNet Financial, Inc 24%1,092 3,432
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10%6,133 68,606 ALPS ADVISERS INC 2%1,090 42,650
DUBUQUE BANK & TRUST CO 102%6,097 12,068 Aptus Capital Advisors, LLC 43%1,055 1,403
Frontier Wealth Management LLC bought5,996 5,996 BENJAMIN F. EDWARDS & COMPANY, INC. 9%1,050 11,055
Laurel Wealth Advisors, Inc. 10%5,905 62,994 Norway Savings Bank 4%1,044 27,557
FLAGSHIP HARBOR ADVISORS, LLC 515%5,717 6,828 TRUE Private Wealth Advisors 54%1,043 873
Savant Capital Management Inc 1%5,406 495,272 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23%1,026 3,465
Maryland Capital Management, LLC bought5,359 5,359 Rockefeller Capital Management L.P. 4%970 22,737
Baker Avenue Asset Management, LP 6%5,160 86,558 Capital Financial Planning, LLC 14%966 6,024
KCS Wealth Advisory 16%5,069 37,382 Montecito Bank & Trust 4%964 20,531
REGIONS FINANCIAL CORP 19%4,977 31,077 BARCLAYS PLC 91%914 86
Flaharty Asset Management, LLC bought4,970 4,970 Parallel Advisors, LLC 19%902 3,778
BLB&B Advisors, LLC 4%4,898 118,210 Blue Fin Capital, Inc. 5%897 15,441
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought4,822 4,822 Integrated Advisors Network LLC 7%856 11,723
HANCOCK HOLDING CO 36%4,807 18,245 United Asset Strategies, Inc. 10%838 7,796
Mutual Advisors, LLC bought4,724 4,724 MARSHALL FINANCIAL GROUP INC /ADV 20%828 3,317
COMERICA SECURITIES,INC. bought4,663 4,663 Busey Trust CO 24%801 2,566
Blue Creek Investment Partners, LLC bought4,573 4,573 Private Ocean, LLC 26%762 2,136
Capital Planning Advisors, LLC 4%4,487 104,570 FIFTH THIRD BANCORP 25%741 2,243
CENTAURUS FINANCIAL, INC. 289%4,426 5,960 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA sold731 0
Horizon Investments, LLC/SC bought4,386 4,386 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4%715 15,244
Wealth CMT 98%4,345 8,776 Global Retirement Partners, LLC 4%707 16,766
NATIXIS bought4,285 4,285 V Wealth Management,LLC sold663 0
ENTERPRISE FINANCIAL SERVICES CORP bought4,251 4,251 Eudaimonia Partners, LLC 76%642 199
Regal Investment Advisors, LLC bought4,167 4,167 Private Capital Group, LLC 66%630 320
Columbia Trust Co 01012016 35%4,102 15,883 H D Vest Advisory Services 4%526 13,219
Horst & Graben Wealth Management LLC bought3,996 3,996 Emerald Investment Partners, LLC 13%524 3,397
MASSMUTUAL TRUST CO FSB/ADV 836%3,835 4,294 AGF FUNDS INC 83%523 108
STRATEGY ASSET MANAGERS LLC bought3,793 3,793 Pacifica Partners Inc. 51%508 482
VERUS CAPITAL PARTNERS, LLC 37%3,780 14,108 Capital Advisory Group Advisory Services, LLC sold500 0
Garde Capital, Inc. 41%3,713 12,741 TRUST CO OF VERMONT sold499 0
Hanlon Investment Management, Inc. bought3,703 3,703 Kistler-Tiffany Companies, LLC sold460 0
APPLETON GROUP WEALTH MANAGEMENT LLC bought3,543 3,543 Johnson Financial Group, Inc. 38%437 705
Aviance Capital Partners, LLC bought3,496 3,496 IFG Advisory, LLC 12%436 3,248
American Financial Advisors, LLC 3%3,176 121,621 Aspire Private Capital, LLC 95%389 20
55I, LLC 52%3,063 8,968 Advisory Alpha, LLC sold365 0
Cascadia Advisory Services, LLC bought2,978 2,978 MACKENZIE FINANCIAL CORP 2%344 20,021
Asset Dedication, LLC bought2,977 2,977 Summit Wealth Group, LLC 8%326 3,967
Column Capital Advisors, LLC 49%2,951 8,996 Lion Street Advisors, LLC sold318 0
Global Trust Asset Management, LLC bought2,950 2,950 Pinnacle Wealth Planning Services, Inc. 8%306 3,635
Tri-Star Advisors Inc. bought2,919 2,919 OXFORD FINANCIAL GROUP LTD 54%300 253
Brand Asset Management Group, Inc. 32%2,898 11,953 Western Wealth Management, LLC 4%297 7,297
Fernwood Investment Management, LLC bought2,858 2,858 MBE Wealth Management, LLC sold285 0
Intelligence Driven Advisers, LLC bought2,858 2,858 Coastline Trust CO 5%280 5,774
CORBETT ROAD CAPITAL MANAGEMENT, LLC 19%2,795 17,866 Fortis Advisors, LLC sold267 0
Gilbert & Cook, Inc. 62%2,764 7,214 MA Private Wealth 3%262 7,924
Intrua Financial, LLC bought2,730 2,730 Bogart Wealth, LLC 94%248 16
Tarbox Group, Inc. bought2,693 2,693 Wealthcare Advisory Partners LLC sold242 0
MISSION CREEK CAPITAL PARTNERS, INC bought2,671 2,671 Capital Investment Advisory Services, LLC 73%235 87
Gladstone Institutional Advisory LLC bought2,651 2,651 Element Wealth, LLC 23%228 777
MERCER GLOBAL ADVISORS INC /ADV 6%2,625 45,985 Financial Gravity Wealth, Inc. 100%219 1
HM PAYSON & CO bought2,565 2,565 OPPENHEIMER ASSET MANAGEMENT INC 9%214 2,258
SCOTIA CAPITAL INC. 4%2,563 64,585 Price Wealth Management, Inc. sold209 0
Financial Advocates Investment Management 35%2,483 9,580 Change Path, LLC 93%207 15
RDL FINANCIAL INC bought2,453 2,453 Slow Capital, Inc. 2%203 9,650
PITCAIRN CO bought2,430 2,430 NAPLES GLOBAL ADVISORS, LLC 5%200 3,650
Financial Advisors Network, Inc. 6%2,417 46,117 Kohmann Bosshard Financial Services, LLC 8%197 2,385
CT Mason bought2,408 2,408 DAVENPORT & CO LLC 6%193 3,050
Prospera Financial Services bought2,269 2,269 Empirical Financial Services, LLC 3%186 5,872
WFA of San Diego, LLC bought2,225 2,225 ENVESTNET ASSET MANAGEMENT INC 0%167 2,461,705
IPG Investment Advisors LLC bought2,184 2,184 Financial Management Professionals, Inc. sold166 0
Clarus Wealth Advisors bought2,183 2,183 Retirement Planning Group 7%161 2,245
Csenge Advisory Group bought2,124 2,124 Advisory Resource Group 5%152 2,840
McAdam, LLC bought2,083 2,083 EPG Wealth Management LLC sold146 0
Clear Creek Financial Management, LLC 95%2,080 4,271 BLAIR WILLIAM & CO/IL 11%136 1,087
AMG National Trust Bank bought2,071 2,071 Lido Advisors, LLC 1%130 9,283
SG3 Management, LLC bought2,000 2,000 XML Financial, LLC 1%125 15,679
3D ASSET MANAGEMENT INC bought1,945 1,945 BerganKDV Wealth Management, LLC 2%116 5,598
MEITAV DASH INVESTMENTS LTD bought1,906 1,906 Financial Architects, Inc sold115 0
MANUFACTURERES LIFE INSURANCE CO bought1,850 1,850 Patriot Financial Group Insurance Agency, LLC 3%113 3,679
Cetera Investment Advisers 15%1,847 13,972 Perigon Wealth Management, LLC 2%107 6,697
PFG Financial Advisors 5%1,829 35,763 RPg Family Wealth Advisory, LLC 3%105 3,652
AdvicePeriod, LLC 3%1,817 53,902 Plante Moran Financial Advisors Ltd Partnership sold95 0
W.G. Shaheen & Associates DBA Whitney & Co 4%1,814 45,014 First Heartland Consultants, Inc. 4%92 2,006
Carroll Financial Associates, Inc. 1,995%1,736 1,823 CKW FINANCIAL GROUP 1%84 11,808
Insight Wealth Partners, LLC 6%1,711 28,642 CLEAR INVESTMENT RESEARCH, LLC 3%79 2,277
Interactive Financial Advisors bought1,671 1,671 SeaCrest Wealth Management, LLC 2%74 3,138
CABANA LLC bought1,668 1,668 MCMILLION CAPITAL MANAGEMENT INC sold70 0
QS Investors, LLC bought1,624 1,624 PARSONS CAPITAL MANAGEMENT INC/RI 2%69 3,841
Apollon Wealth Management, LLC 26%1,562 7,659 LOOMIS SAYLES & CO L P sold66 0
Occidental Asset Management, LLC 3%1,526 47,189 Key FInancial Inc sold64 0
Highland Private Wealth Management 1%1,458 104,407 Jacobi Capital Management LLC 88%60 8
Litman Gregory Asset Management LLC 5%1,400 31,085 Balentine LLC sold60 0
FIRST MERCHANTS CORP 4%1,374 39,132 BESSEMER GROUP INC sold60 0
Omega Financial Group, LLC 3%1,370 42,741 Arkadios Wealth Advisors sold54 0
BRONFMAN E.L. ROTHSCHILD, L.P. 50%1,310 3,955 Royal Fund Management, LLC sold52 0
CAPTRUST FINANCIAL ADVISORS 12%1,284 11,744 vontobel swiss wealth advisors AG 1%50 5,000
Meridian Wealth Partners, LLC bought1,258 1,258 STEPHENS INC /AR/ 1%50 9,436
WEDBUSH MORGAN SECURITIES INC 19%1,146 7,052 Stonebridge Financial Planning Group, LLC sold50 0
MISSION WEALTH MANAGEMENT, LLC 19%1,127 7,037 FRANKLIN RESOURCES INC 0%49 40,153
Arcus Capital Partners, LLC 25%1,068 5,260 Squar Milner Financial Services LLC sold45 0
Stairway Partners, LLC 1%1,047 86,769 Archer Investment Corp sold41 0
New Potomac Partners, LLC 5%1,000 21,377 Independence Advisors, LLC sold35 0
TOKIO MARINE ASSET MANAGEMENT CO LTD 11%1,000 9,800 Concorde Asset Management, LLC 67%34 17
BDO Wealth Advisors, LLC 32%973 4,003 UNIONBANCAL CORP 3%31 1,044
Ellevest, Inc. 19%961 6,153 COUNTRY TRUST BANK 0%29 280,884
NWAM LLC 9%929 11,321 Bigelow Investment Advisors, LLC 1%27 3,433
CALTON & ASSOCIATES, INC. 36%908 3,457 Quad-Cities Investment Group, LLC 0%26 6,100
Copperleaf Capital, LLC 3%895 31,358 OmniStar Financial Group, Inc. sold25 0
Golden State Wealth Management, LLC bought884 884 CREATIVE FINANCIAL DESIGNS INC /ADV 0%25 8,044
MidWestOne Financial Group, Inc. 27%848 4,046 Stratos Wealth Advisors, LLC sold24 0
LeJeune Puetz Investment Counsel LLC 1%801 61,310 Lee Financial CORP 0%23 16,133
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC bought783 783 Summit Investment Advisors, Inc. 10%20 184
Rosenberg Matthew Hamilton 13%771 6,923 ANDERSON FISHER LLC sold17 0
WAYNE HUMMER INVESTMENTS L.L.C. 2%748 32,029 Gierl Augustine Investment Management Inc 75%15 5
Checchi Capital Advisers, LLC 2%736 47,697 OPPENHEIMER & CO INC 1%15 2,372
DAVIDSON D A & CO 32%736 3,046 Heritage Trust Co 0%12 2,852
Baird Financial Group, Inc. 10%724 7,735 Financial Advisory Service, Inc. sold7 0
Coastal Capital Group, Inc. 1%724 121,039 Affiance Financial, LLC sold4 0
Westside Investment Management, Inc. bought720 720 Winslow, Evans & Crocker, Inc. 1%1 85
BTS Asset Management, Inc. bought691 691 Sound Income Strategies, LLC no change 72
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4%691 16,653 P-Solve LLC no change 18,972
UBP Investment Advisors SA 1%597 50,718 Enterprise Trust & Investment Co no change 90
UMA Financial Services, Inc. 32%588 2,435 Gradient Investments LLC no change 64
BBVA USA BANCSHARES INC 15%586 4,421 AOZORA BANK, LTD. no change 3,638,000
Sage Advisory Services, Ltd.Co. 2%548 35,201 Jackson Hole Capital Partners, LLC no change 61
BOENNING & SCATTERGOOD, INC. 20%515 3,057 SMITH SHELLNUT WILSON LLC /ADV no change 34
WOLVERINE ASSET MANAGEMENT LLC bought500 500 Your Advocates Ltd., LLP no change 34
Hanson McClain, Inc. 1,018%499 548 Firestone Capital Management no change 203
PRUDENTIAL FINANCIAL INC 12%482 4,412 Sunesis Advisors, LLC no change 9,921
HANSEATIC MANAGEMENT SERVICES INC 7%472 7,238 Perkins Coie Trust Co no change 41
Dynamic Advisors Solutions LLC 4%429 11,929 CITIZENS FINANCIAL GROUP INC/RI no change 125
PFG Advisors 2%427 23,756 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC no change 190,396
HUNTINGTON NATIONAL BANK 6,817%409 415 Wharton Business Group, LLC no change 34,075
WHITTIER TRUST CO 26%382 1,870 Baystate Wealth Management LLC no change 173
Lenox Wealth Management, Inc. 86%374 811 JAMES INVESTMENT RESEARCH INC no change 128
HHM Wealth Advisors, LLC 18%372 2,485 Certified Advisory Corp no change 134
New England Private Wealth Advisors LLC 1%363 33,120 THRIVENT FINANCIAL FOR LUTHERANS no change 4,776
Archetype Wealth Partners, LLC 2%353 14,856 Lehman & Derafelo Financial Resources LLC no change 149
Stonehage Fleming Financial Services Holdings Ltd bought346 346 TIAA, FSB no change 803
Millburn Ridgefield Corp 80%341 767 Employees Retirement System of Texas no change 200,000
Goodman & Company, Investment Counsel Ltd. 0%337 231,268 FUKOKU MUTUAL LIFE INSURANCE Co no change 170,000
PACIFIC CAPITAL WEALTH ADVISORS, INC 4%335 8,508 Horan Securities, Inc. no change 97
JONES FINANCIAL COMPANIES LLLP 1,240%310 335 Ancora Advisors, LLC no change 31
Oakworth Capital, Inc. bought280 280 Banque Cantonale Vaudoise no change 690
Partnervest Advisory Services LLC 7%209 3,422 CVA Family Office, LLC no change 179
DERBY & COMPANY, INC 0%198 74,218 Banco Santander, S.A. no change 900
WEBSTER BANK, N. A. 14%176 1,417 Summit Financial, LLC no change 2,135
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0%174 165,046 EPIQ PARTNERS, LLC no change 20,870
Weaver Consulting Group 24%170 887 Bartlett & Co. LLC no change 230
JUNCTURE WEALTH STRATEGIES, LLC 7%166 2,610 OPTIMUM INVESTMENT ADVISORS no change 750
TRUSTCORE FINANCIAL SERVICES, LLC 130%160 283 Graves-Light Private Wealth Management, Inc. no change 2,494
Zions Bancorporation, N.A. bought156 156 REILLY FINANCIAL ADVISORS, LLC no change 615
Ford Financial Group, Inc. 2%153 8,407 Braun-Bostich & Associates Inc. no change 388
Berman Capital Advisors, LLC bought135 135 Choate Investment Advisors no change 3,564
Kingfisher Capital LLC 4%133 3,306 Pinnacle Bank no change 371
Apex Investment Services, Inc. 3%129 5,048 BBK Capital Partners, LLC no change 2,470
Symmetry Partner, LLC 0%128 35,113 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC no change 760
Lloyd Advisory Services, LLC. bought124 124 CITY HOLDING CO no change 1,215
SIMPLEX TRADING, LLC bought100 100 Powell Investment Advisors, LLC no change 1,874
Koshinski Asset Management, Inc. 1%86 11,337 Anfield Capital Management, LLC no change 2,244
McIlrath & Eck, LLC bought74 74 HC FINANCIAL ADVISORS INC no change 1,171
Burleson & Company, LLC 2%67 2,760 Selective Wealth Management no change 173
GenTrust, LLC 0%63 17,614 Joseph P. Lucia & Associates, LLC no change 972
TSFG, LLC 42%55 185 Savior LLC no change 326
Patriot Investment Management Inc. 1%49 8,353 WHITTIER TRUST CO OF NEVADA INC no change 315
Atlas Private Wealth Advisors bought45 45 Lenox Wealth Advisors, Inc. no change 13
Hoover Financial Advisors, Inc. bought44 44 D'Orazio & Associates, Inc. no change 13
Lakeview Capital Partners, LLC 8%40 561 Stonebridge Capital Advisors LLC no change 233
Bruderman Asset Management, LLC 1%37 2,994 Roble, Belko & Company, Inc no change 16
D.B. Root & Company, LLC 1%29 2,542 ADVANTUS CAPITAL MANAGEMENT INC no change 7,000
Pacitti Group Inc. bought25 25 Pflug Koory, LLC no change 1,576
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1%24 2,214 Bedel Financial Consulting, Inc. no change 11
EFG Asset Management (Americas) Corp. 0%24 6,925 Larson Financial Group LLC no change 1
MCF Advisors LLC 43%23 77 ALESCO ADVISORS LLC no change 4,920
Investors Research Corp bought23 23 Hexavest Inc. no change 4,492
Retirement Network bought22 22 Front Row Advisors LLC no change 296
Princeton Global Asset Management LLC 0%14 7,100 Ellis Investment Partners, LLC no change 268
BlueSky Wealth Advisors, LLC 1%14 2,492 Carmichael Hill & Associates, Inc. no change 253
SIGNATUREFD, LLC 217%13 19 HARBOR INVESTMENT ADVISORY, LLC no change 23
Disciplined Investments, LLC 1%11 1,925
ASSOCIATED BANC-CORP 0%10 5,961
FMR LLC bought8 8
JFS WEALTH ADVISORS, LLC bought7 7
COMMERCE BANK N A/MO 0%5 20,946
Truvestments Capital LLC bought5 5
American Institute for Advanced Investment Management, LLP 0%5 7,893
Stratford Consulting, LLC bought1 1
HawsGoodwin Investment Management LLC 2%1 47
Sugarloaf Wealth Management, LLC 0%1 665
Tortoise Investment Management, LLC 13%1 9
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