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STOCK TICKER:
Energy Transfer Equity, L.P.   (ticker: ETE)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 80
0 100 80
Current Holdings: 1,085,620,858
Previous Holdings: 786,745,399
Change: 37.99%
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)
Blackstone Group L.P(Stephen A. Schwarzman) 96%79,270,161 161,580,105 UBS Group AG 64%44,795,035 25,648,289
Invesco Ltd. bought62,193,402 62,193,402 CITIGROUP INC 58%17,431,116 12,371,016
GOLDMAN SACHS GROUP INC bought56,330,570 56,330,570 Atlantic Trust Group, LLC 40%14,997,067 22,618,971
MORGAN STANLEY bought42,153,727 42,153,727 BAUPOST GROUP LLC/MA sold12,105,005 0
Clearbridge Advisors, LLC bought20,841,378 20,841,378 J P MORGAN CHASE & CO 27%11,851,585 32,656,612
BANK OF AMERICA CORP /DE/ bought17,844,190 17,844,190 CREDIT SUISSE/ 52%7,366,220 6,797,452
NATIXIS bought17,732,230 17,732,230 WELLS FARGO & CO/MN 43%5,228,637 7,007,003
Appaloosa LP bought15,120,103 15,120,103 HighTower Advisors, LLC 99%4,178,743 40,000
PAMET CAPITAL MANAGEMENT, LP bought13,527,492 13,527,492 ALPS ADVISERS INC 7%3,853,305 52,275,377
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) bought9,615,671 9,615,671 WADDELL & REED FINANCIAL INC 95%3,512,120 168,583
ARROWSTREET CAPITAL LIMITED PARTNERSHIP bought8,081,556 8,081,556 KAYNE ANDERSON CAPITAL ADVISORS LP 11%3,379,206 26,056,233
Zimmer Partners, LP bought7,963,095 7,963,095 Magnetar Financial LLC sold3,362,331 0
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought5,315,105 5,315,105 Russell Investments Group, Ltd. 100%2,843,032 1,626
Salient Capital Advisors, LLC 31%5,311,014 22,291,873 Energy Income Partners, LLC 18%2,813,823 12,877,960
COOPERMAN LEON G bought5,032,200 5,032,200 EAGLE GLOBAL ADVISORS LLC 30%2,382,460 5,627,290
Susquehanna International Group, LLP 30%5,029,740 21,890,781 Creative Planning sold2,308,393 0
FMR LLC bought4,862,143 4,862,143 Nokota Management, LP sold2,303,474 0
LMM LLC /MD/ bought4,713,232 4,713,232 MILLER HOWARD INVESTMENTS INC /NY 33%1,912,415 3,906,773
DUFF & PHELPS INVESTMENT MANAGEMENT CO bought4,255,458 4,255,458 C.V. Starr & Co., Inc. Trust sold1,452,000 0
TORTOISE CAPITAL ADVISORS LLC 6%4,058,944 68,914,928 DELPHI FINANCIAL GROUP INC/DE 22%1,372,900 4,992,483
Mirae Asset Global Investments Co., Ltd. 26%2,615,207 12,864,671 CHICKASAW CAPITAL MANAGEMENT LLC 5%1,307,556 26,178,814
Marshall Wace North America, L.P. bought2,158,245 2,158,245 Pentwater Capital Management LP 62%1,220,000 740,000
Pinnacle Wealth Planning Services, Inc. bought1,981,769 1,981,769 Plaisance Capital LLC sold1,073,600 0
ROYAL BANK OF CANADA bought1,894,314 1,894,314 BANK OF MONTREAL /CAN/ 8%1,072,728 11,631,453
Kore Private Wealth LLC bought1,802,898 1,802,898 TAM Capital Management Inc. sold885,295 0
BABSON CAPITAL MANAGEMENT LLC bought1,655,381 1,655,381 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 47%727,763 836,782
JANE STREET GROUP, LLC 88%1,628,822 3,489,444 TIEDEMANN WEALTH MANAGEMENT, LLC 52%724,560 660,120
BROOKFIELD ASSET MANAGEMENT INC. bought1,445,242 1,445,242 DEUTSCHE BANK AG 12%667,062 4,809,998
NORTHERN TRUST CORP bought1,252,690 1,252,690 RR Advisors, LLC 7%560,000 7,845,000
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 10%1,206,851 13,625,826 STARR INTERNATIONAL CO INC sold548,800 0
Kamunting Street Capital Management, L.P. 275%1,116,672 1,522,019 American Assets Investment Management, LLC sold494,000 0
PIONEER INVESTMENT MANAGEMENT INC bought1,028,682 1,028,682 OVERBROOK MANAGEMENT CORP sold448,475 0
EVERGREEN CAPITAL MANAGEMENT LLC bought1,014,674 1,014,674 EAGLE ASSET MANAGEMENT INC sold248,653 0
STEPHENS INC /AR/ 54%966,939 2,751,251 WOLVERINE TRADING, LLC 18%228,293 1,006,540
Recurrent Investment Advisors LLC bought865,278 865,278 BLACKHILL CAPITAL INC sold225,488 0
ANGELO GORDON & CO LP/NY bought863,200 863,200 COHEN & STEERS INC 7%210,868 2,667,116
CMT Capital Markets Trading GmbH bought842,288 842,288 SMH CAPITAL INC. sold202,603 0
JUPITER ASSET MANAGEMENT LTD bought814,533 814,533 CULLEN FROST BANKERS INC sold202,460 0
Raging Capital Management, LLC 53%774,528 2,224,228 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 4%195,530 5,196,011
WESTWOOD HOLDINGS GROUP INC 66%746,923 1,871,327 Wealthstreet Investment Advisors, LLC 97%184,313 6,000
JEFFERIES GROUP INC /DE/ bought701,902 701,902 C V STARR & CO INC sold177,267 0
Schonfeld Strategic Advisors LLC bought700,000 700,000 PNC FINANCIAL SERVICES GROUP INC 21%168,877 629,309
INFRASTRUCTURE CAPITAL ADVISORS, LLC 37%694,576 2,581,127 Caption Management, LLC 86%161,200 26,900
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought652,571 652,571 Camelot Portfolios, LLC 78%159,348 44,233
Pennant Investors, LP bought643,000 643,000 Yale Capital CORP 14%157,226 970,506
Bollard Group LLC bought581,616 581,616 TORTOISE INDEX SOLUTIONS, LLC 9%152,166 1,507,862
Walleye Trading LLC bought570,648 570,648 FDx Advisors, Inc. 90%148,523 17,260
HAP Trading, LLC bought568,542 568,542 Cruiser Capital Advisors, LLC sold144,382 0
BB&T CORP bought565,375 565,375 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC sold133,896 0
Private Capital Advisors, Inc. 77%497,237 1,138,857 Swank Energy Income Advisors, LP 1%121,999 8,574,437
Soros Fund Management LLC(George Soros) bought477,750 477,750 GROUP ONE TRADING, L.P. 11%112,498 949,226
AVENIR CORP bought473,615 473,615 RMB Capital Management, LLC 39%107,698 168,015
Neuberger Berman Group LLC 2%411,201 25,620,468 BEACH INVESTMENT COUNSEL INC/PA 3%106,365 3,236,316
STRATEGIC WEALTH MANAGEMENT INC /ADV bought406,541 406,541 MidWestOne Financial Group, Inc. 83%103,138 21,417
AMERIPRISE FINANCIAL INC bought382,961 382,961 HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. 6%100,500 1,629,980
PUTNAM INVESTMENTS LLC 31%347,956 1,473,359 BARCLAYS PLC 1%96,757 11,318,792
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought330,332 330,332 FIRST TRUST ADVISORS LP 20%94,382 369,379
GRT CAPITAL PARTNERS LLC 252%306,192 427,911 Vident Investment Advisory, LLC 6%93,173 1,539,933
Advisors Asset Management, Inc. bought300,219 300,219 DRIEHAUS CAPITAL MANAGEMENT LLC sold91,600 0
LPL Financial CORP 45%288,243 923,222 Wakefield Asset Management LLLP 35%89,905 169,635
USCA RIA LLC bought284,574 284,574 State of New Jersey Common Pension Fund D 4%86,700 2,000,020
Cumberland Partners Ltd 20%268,025 1,639,580 BNP Paribas Investment Partners S.A. sold83,334 0
OXFORD FINANCIAL GROUP LTD 2,027%261,788 274,705 BLAIR WILLIAM & CO/IL 18%75,422 354,988
Cutler Group LP 82%255,105 566,200 Teamwork Financial Advisors, LLC 49%75,396 77,305
Belpointe Asset Management LLC bought254,616 254,616 Jacobi Capital Management LLC 100%75,013 100
STATE OF WISCONSIN INVESTMENT BOARD bought230,340 230,340 JENNISON ASSOCIATES LLC 4%68,706 1,541,642
Gilman Hill Asset Management, LLC 95%219,428 451,368 DIVIDEND GROWTH ADVISORS, LLC 3%67,974 2,577,840
SALEM INVESTMENT COUNSELORS INC bought204,310 204,310 FIFTH THIRD BANCORP 73%66,978 25,026
Virtu Financial LLC bought203,376 203,376 Summit Financial Wealth Advisors, LLC sold65,000 0
Raymond James Financial Services Advisors, Inc. 12%202,304 1,841,912 OPPENHEIMER ASSET MANAGEMENT INC 55%64,599 53,044
ENVESTNET ASSET MANAGEMENT INC 78%202,147 461,676 Waldron, LP sold60,000 0
MACKENZIE FINANCIAL CORP bought200,000 200,000 Aveo Capital Partners, LLC sold59,105 0
RAYMOND JAMES & ASSOCIATES 9%196,614 2,487,853 GLENMEDE TRUST CO NA 8%58,998 638,115
SIMPLEX TRADING, LLC 281%195,185 264,648 CNH PARTNERS LLC sold56,890 0
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 200%192,852 289,272 CPCM, LLC sold49,200 0
CIBC World Markets Inc. bought186,200 186,200 OBERMEYER ASSET MANAGEMENT CO 30%48,440 115,273
Rafferty Asset Management, LLC bought182,155 182,155 Legacy Advisors, LLC 54%42,985 36,902
WALNUT PRIVATE EQUITY PARTNERS, LLC 8%175,800 2,255,300 UMB BANK N A/MO sold42,925 0
PSI Advisors, LLC bought173,652 173,652 IEQ CAPITAL, LLC 59%42,584 29,189
Prospera Financial Services bought173,571 173,571 OPPENHEIMER & CO INC 26%40,974 118,941
Stratos Wealth Partners, LTD. 68%160,660 397,836 ARLINGTON PARTNERS LLC sold40,815 0
Advisory Services Network, LLC bought159,964 159,964 Evercore Wealth Management, LLC 59%39,850 27,289
Williams Jones Wealth Management, LLC. 54%156,811 445,434 COMMERCE BANK N A/MO sold39,523 0
Energy Opporutunities Capital Management, LLC bought135,000 135,000 Catalyst Capital Advisors LLC 4%38,232 957,505
CADENCE CAPITAL MANAGEMENT LLC 5%131,696 2,608,332 WILEY BROS.-AINTREE CAPITAL, LLC 48%37,236 39,663
Rockefeller Capital Management L.P. 8%130,383 1,838,286 Veracity Capital LLC 48%35,501 37,793
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 26%130,239 634,122 Parsec Financial Management, Inc. 45%35,000 42,400
Fore Capital, LLC 638%127,500 147,500 PARAMETRIC PORTFOLIO ASSOCIATES 1%34,926 2,646,767
GEODE CAPITAL MANAGEMENT LLC bought121,264 121,264 CA Family Wealth, LLC sold34,495 0
Mariner Wealth Advisors, LLC 21%115,333 660,303 Sontag Advisory, LLC sold33,678 0
Sunbelt Securities, Inc. bought108,147 108,147 SFMG, LLC 62%32,710 20,232
Mutual Advisors, LLC bought107,696 107,696 Fisher Asset Management, LLC(Kenneth L. Fisher) sold32,547 0
MILLENNIUM MANAGEMENT LLC bought100,000 100,000 Verity & Verity, LLC sold31,493 0
Adams Asset Advisors, LLC 12%92,807 889,483 GABELLI FUNDS LLC 2%31,409 1,256,500
SRB Management, L.P. bought90,000 90,000 Vista Wealth Management Group, LLC sold30,758 0
Uniplan Investment Counsel, Inc. bought89,895 89,895 DAVIDSON D A & CO 35%30,643 56,338
SG Americas Securities, LLC 175%89,416 140,465 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ sold30,613 0
Ensign Peak Advisors, Inc bought87,717 87,717 AMERICAN CENTURY COMPANIES INC sold30,285 0
Bramshill Investments, LLC bought86,402 86,402 MYDA Advisors LLC sold30,000 0
MADISON WEALTH MANAGEMENT bought85,765 85,765 GRUSS & CO INC 7%30,000 380,000
HORIZON ASSET MANAGEMENT INC/NY 55%78,612 221,441 TAYLOR INVESTMENT COUNSELORS LLC 6%28,228 463,341
Bluefin Trading, LLC bought76,207 76,207 Vivaldi Capital Management, LLC sold26,039 0
SALIENT TRUST CO LTA 58%75,380 205,816 Summit Trail Advisors, LLC 66%25,848 13,130
BOURGEON CAPITAL MANAGEMENT LLC 600%75,000 87,500 AVALON ADVISORS L P 19%25,733 107,576
AMP Capital Investors Ltd bought72,818 72,818 Old North State Trust, LLC sold25,558 0
AMERICAN NATIONAL INSURANCE CO /TX/ bought69,735 69,735 SWS Partners sold25,230 0
MOODY NATIONAL BANK TRUST DIVISION 452%69,735 85,180 Ancora Advisors, LLC 64%25,000 14,060
Peak Asset Management, LLC bought69,218 69,218 Circle Wealth Management, LLC sold24,794 0
PEAK6 Investments LLC bought69,000 69,000 TEACHER RETIREMENT SYSTEM OF TEXAS 3%24,001 782,448
Chicago Partners Investment Group LLC 4%68,207 1,774,014 VAN ECK ASSOCIATES CORP 16%23,631 120,545
Private Advisor Group, LLC 38%67,843 247,434 NuWave Investment Management, LLC 89%23,631 2,876
Insight Folios Inc 24%66,595 349,856 National Asset Management, Inc. 40%23,627 35,238
Blue Chip Wealth Management, Inc. 114%66,172 124,273 Aull & Monroe Investment Management Corp 16%22,716 122,270
Bienville Capital Management, LLC bought65,214 65,214 Summit Investment Advisors, Inc. sold22,421 0
HRT FINANCIAL LLC bought64,937 64,937 FORTEM FINANCIAL GROUP, LLC sold22,100 0
CULLINAN ASSOCIATES INC bought62,527 62,527 BTR CAPITAL MANAGEMENT INC sold21,771 0
ADVANTUS CAPITAL MANAGEMENT INC 17%60,900 428,846 Strategic Wealth Advisors Group,Inc. sold20,981 0
Sawtooth Asset Management, Inc. bought60,353 60,353 Kavar Capital Partners, LLC 60%20,200 13,600
Claybrook Capital, LLC bought59,500 59,500 Meristem, LLP sold19,803 0
GSA CAPITAL PARTNERS LLP bought56,668 56,668 GUGGENHEIM CAPITAL LLC 12%19,739 150,883
MANUFACTURERES LIFE INSURANCE CO bought56,045 56,045 ProVise Management Group, LLC sold19,310 0
Requisite Capital Management, LLC 184%55,778 86,050 Sheaff Brock Investment Advisors, LLC 18%19,266 87,510
Valeo Financial Advisors, LLC 28%54,404 248,673 EATON VANCE MANAGEMENT 29%19,244 48,168
FIRST MANHATTAN CO bought52,988 52,988 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21%19,100 70,732
BROWN ADVISORY HOLDINGS INC bought52,106 52,106 LEVEL FOUR ADVISORY SERVICES, LLC sold18,036 0
Americana Partners, LLC 216%51,536 75,408 STATE STREET CORP sold17,952 0
GRIFFIN ASSET MANAGEMENT, INC. 38%50,612 184,059 Actinver Wealth Management, Inc. sold17,025 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought50,318 50,318 ING CLARION REAL ESTATE SECURITIES/N L.P. 7%16,860 235,477
Clal Insurance Enterprises Holdings Ltd bought50,000 50,000 Sowell Financial Services LLC 13%16,418 110,115
Berman Capital Advisors, LLC 168%50,000 79,800 Oak Grove Capital LLC 18%16,000 73,000
BLB&B Advisors, LLC 300%48,139 64,160 Summit Financial, LLC 38%15,913 26,512
J.W. COLE ADVISORS, INC. bought47,300 47,300 Birch Capital Management, LLC sold15,159 0
CINCINNATI INSURANCE CO 15%47,259 360,973 Robertson Stephens Wealth Management, LLC sold14,930 0
FRANKLIN RESOURCES INC 83%46,737 102,800 TD ASSET MANAGEMENT INC sold14,860 0
Whetstone Capital Advisors, LLC bought46,678 46,678 Archetype Wealth Partners, LLC sold14,859 0
American Research & Management Co. 27%46,678 217,710 Aurora Private Wealth, Inc. 30%14,693 33,861
HSBC HOLDINGS PLC bought46,325 46,325 AE Wealth Management LLC 9%14,256 140,751
Allianz Asset Management AG 33%44,400 179,165 Baird Financial Group, Inc. sold14,200 0
Tolleson Wealth Management, Inc. bought44,350 44,350 Somerset Group LLC 31%14,000 31,000
GREEN SQUARE CAPITAL MANAGEMENT LLC 38%43,378 158,093 LINCOLN NATIONAL CORP 62%13,548 8,438
Independent Advisor Alliance 35%43,089 166,757 Freestone Capital Holdings, LLC 29%13,475 32,806
Intrua Financial, LLC bought42,783 42,783 BRIGHTON JONES LLC sold13,295 0
Evanson Asset Management, LLC bought42,713 42,713 Lavaca Capital LLC 43%13,164 17,717
Aviance Capital Partners, LLC bought41,700 41,700 Financial Advisory Service, Inc. sold13,014 0
ASHFORD CAPITAL MANAGEMENT INC 30%41,684 181,980 LVW Advisors, LLC 47%12,262 13,724
Stratos Wealth Advisors, LLC bought40,304 40,304 Man Group plc sold11,698 0
SEI INVESTMENTS CO 21%38,125 222,284 Loveless Wealth Management LLC sold11,000 0
TERRIL BROTHERS, INC. 67%38,000 94,500 STEPHENS GROUP ASSET MANAGEMENT, LLC sold10,897 0
GUYASUTA INVESTMENT ADVISORS INC bought36,720 36,720 SILVERCREST ASSET MANAGEMENT GROUP LLC 5%10,872 190,263
Osborn Rohs Williams & Donohoe Ltd bought36,682 36,682 Keudell/Morrison Wealth Management sold10,869 0
Knighthead Capital Management, LLC 3%36,334 1,217,334 Modus Advisors, LLC 20%10,845 42,724
Hanson McClain, Inc. 2,307%35,550 37,091 TRUST CO OF VERMONT sold10,843 0
BRONFMAN E.L. ROTHSCHILD, L.P. 103%34,765 68,441 CENTAURUS FINANCIAL, INC. sold10,644 0
BBR PARTNERS, LLC 169%34,764 55,345 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA sold10,413 0
TWO SIGMA SECURITIES, LLC bought34,485 34,485 Integrated Advisors Network LLC 12%10,239 73,920
PITCAIRN CO bought34,452 34,452 WAYNE HUMMER INVESTMENTS L.L.C. sold10,185 0
Claraphi Advisory Network, LLC bought34,252 34,252 Grassi Investment Management 44%10,000 12,800
PARSONS CAPITAL MANAGEMENT INC/RI bought34,024 34,024 ASSOCIATED BANC-CORP 57%10,000 7,680
Hilton Capital Management, LLC bought33,310 33,310 Cornerstone Advisory, LLP 45%9,661 11,651
GREAT VALLEY ADVISOR GROUP, INC. bought33,252 33,252 FIRST NATIONAL TRUST CO 19%9,634 42,412
Squar Milner Financial Services LLC 304%32,674 43,434 BRYN MAWR TRUST CO/PA 47%9,581 10,925
COMERICA SECURITIES,INC. bought32,083 32,083 MAI Wealth Advisors 2%9,477 486,012
RiverGlades Family Offices LLC bought31,500 31,500 Gradient Investments LLC 96%9,310 435
Good Life Advisors, LLC 108%31,065 59,739 Baystate Wealth Management LLC sold9,257 0
Essex Financial Services, Inc. bought31,046 31,046 KINGS POINT CAPITAL MANAGEMENT 2%8,481 378,888
GAMCO INVESTORS, INC. ET AL 143%30,000 50,987 CVA Family Office, LLC 80%8,000 2,000
Pacer Advisors, Inc. 60%29,790 79,243 Gryphon Financial Partners LLC 24%7,627 23,912
WASHINGTON TRUST BANK bought29,064 29,064 Allred Capital Management, LLC sold7,362 0
Hodges Capital Management Inc. 25%28,998 145,994 Meridian Wealth Advisors, LLC 11%7,235 61,054
Sumitomo Mitsui Trust Holdings, Inc. 3%28,600 1,105,000 G&S Capital LLC sold6,372 0
BURNEY CO/ bought26,536 26,536 M&T BANK CORP 2%6,286 269,191
BOENNING & SCATTERGOOD, INC. 48%26,328 80,896 PINNACLE ASSOCIATES LTD 5%6,093 124,058
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought26,233 26,233 Icon Wealth Partners, LLC 3%5,881 186,653
CAPROCK Group, Inc. bought26,000 26,000 Kovack Advisors, Inc. 14%5,367 33,430
Van Cleef Asset Management,Inc bought24,800 24,800 MERCER GLOBAL ADVISORS INC /ADV 8%5,354 60,753
Partners Group Holding AG 20%24,700 149,890 Frontier Wealth Management LLC 9%5,277 54,548
BROWN BROTHERS HARRIMAN & CO bought23,987 23,987 Capital Bank & Trust Co sold5,104 0
ETRADE Capital Management LLC 157%23,871 39,055 LGL PARTNERS, LLC 10%5,000 47,359
Integrated Wealth Concepts LLC bought23,243 23,243 DOLIVER CAPITAL ADVISORS, INC. 13%5,000 33,676
Parallel Advisors, LLC 291%22,721 30,531 EPG Wealth Management LLC sold4,503 0
Voya Financial Advisors, Inc. bought22,597 22,597 tru Independence LLC 4%4,500 105,460
CWA Asset Management Group, LLC bought22,505 22,505 Sterling Investment Advisors, Ltd. 39%4,400 6,784
Linscomb & Williams, Inc. 41%22,419 76,934 Carnegie Capital Asset Management, LLC 12%4,280 31,384
Janney Montgomery Scott LLC 8%21,464 290,808 NORTHERN OAK CAPITAL MANAGEMENT INC 90%3,961 424
Cornerstone Wealth Management, LLC bought21,350 21,350 Wealth Alliance 10%3,883 33,610
Beirne Wealth Consulting Services, LLC bought21,298 21,298 Pointe Capital Management LLC 4%3,840 102,446
Sigma Planning Corp 31%21,028 89,149 Edge Capital Group, LLC 1%3,800 344,872
Ascension Capital Advisors, Inc. bought20,542 20,542 HoyleCohen, LLC 7%3,735 47,985
QS Investors, LLC bought20,500 20,500 Carmichael Hill & Associates, Inc. 44%3,696 4,780
ATRIA INVESTMENTS LLC bought20,415 20,415 WESBANCO BANK INC 17%3,653 17,686
TCG Advisors, LP bought20,395 20,395 Stokes Capital Advisors, LLC 3%3,493 114,327
Quad-Cities Investment Group, LLC bought19,755 19,755 RFG Advisory Group, LLC 18%3,362 15,288
WHALEROCK POINT PARTNERS, LLC bought19,600 19,600 HARBOR INVESTMENT ADVISORY, LLC sold3,165 0
Veritable, L.P. 7%19,354 302,885 Winslow, Evans & Crocker, Inc. 4%3,024 68,152
Burns Wealth Management, Inc. 8%18,808 250,223 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 15%3,000 17,394
WEDBUSH MORGAN SECURITIES INC 21%18,727 108,067 PFG Advisors 3%3,000 100,763
Steward Partners Investment Advisory, LLC 10%18,258 207,242 BEESE FULMER INVESTMENT MANAGEMENT, INC. 23%2,848 9,557
Keebeck Wealth Management, LLC 9%17,935 223,630 Heritage Trust Co 19%2,770 11,863
TRUE Private Wealth Advisors 772%17,195 19,422 MONETA GROUP INVESTMENT ADVISORS INC 21%2,727 10,534
Capital Investment Advisors, LLC 5%17,042 367,829 EVOKE WEALTH, LLC 29%2,718 6,617
55I, LLC bought17,022 17,022 Van Hulzen Asset Management, LLC 16%2,691 14,420
HM PAYSON & CO bought16,898 16,898 MBE Wealth Management, LLC sold2,385 0
REGIONS FINANCIAL CORP 34%16,808 65,965 VALLEY NATIONAL ADVISERS INC 16%2,335 12,149
CAPTRUST FINANCIAL ADVISORS 6%16,343 288,380 Bogart Wealth, LLC 20%2,225 8,785
Waterloo Capital, L.P. bought16,306 16,306 Efficient Wealth Management LLC 20%2,108 8,535
MISSION WEALTH MANAGEMENT, LLC bought16,200 16,200 Financial Network 4%2,071 49,028
Laurel Wealth Advisors, Inc. 40%16,135 56,335 SYNOVUS FINANCIAL CORP 14%1,996 12,444
Bank of New York Mellon CORP 11%16,129 165,906 EXCHANGE TRADED CONCEPTS, LLC sold1,930 0
PIN OAK INVESTMENT ADVISORS INC 8%15,807 209,052 Aperio Group, LLC 3%1,825 62,076
BAHL & GAYNOR INC bought15,680 15,680 JOHNSTON ASSET MANAGEMENT CORP 5%1,760 35,633
RSM US WEALTH MANAGEMENT LLC bought15,059 15,059 Lido Advisors, LLC 3%1,753 53,394
Canton Hathaway, LLC bought15,000 15,000 NEW SOUTH CAPITAL MANAGEMENT INC sold1,663 0
GFS Advisors, LLC bought15,000 15,000 Goss Wealth Management LLC 4%1,620 36,470
We Are One Seven, LLC bought14,980 14,980 Sonora Investment Management, LLC 4%1,600 41,362
CAPITAL ADVISORS INC/OK bought14,477 14,477 Harwood Advisory Group, LLC sold1,596 0
Sullivan, Bruyette, Speros & Blaney, Inc. bought14,400 14,400 Ausdal Financial Partners, Inc. 10%1,559 13,436
FFCM LLC 43%14,343 47,776 LEAVELL INVESTMENT MANAGEMENT, INC. 5%1,536 26,724
Port Capital LLC bought14,210 14,210 Wolff Financial Management LLC 11%1,500 12,000
Budros, Ruhlin & Roe, Inc. bought14,017 14,017 BURROUGHS HUTCHINSON 6%1,500 24,000
FINANCIAL COUNSELORS INC 99%13,701 27,587 HYA Advisors, Inc 12%1,488 10,576
COMMONWEALTH EQUITY SERVICES, LLC. 2%13,700 709,121 Garrett Wealth Advisory Group, LLC 5%1,475 30,379
Secure Asset Management, LLC bought13,604 13,604 COLONY GROUP LLC 6%1,468 23,384
QUANTLAB CAPITAL MANAGEMENT LTD bought13,600 13,600 Wealthcare Advisory Partners LLC sold1,467 0
THOROUGHBRED FINANCIAL SERVICES, LLC 53%13,521 39,027 Royal Fund Management, LLC sold1,453 0
Great Companies, Inc. bought13,448 13,448 QCI ASSET MANAGEMENT INC/NY sold1,440 0
NWAM LLC 13%13,416 118,227 Moloney Securities Asset Management, LLC 6%1,409 22,447
Cresset Asset Management, LLC bought13,320 13,320 Pathstone Family Office, LLC sold1,405 0
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC bought13,140 13,140 Edgemoor Capital Management, Inc. 4%1,400 30,645
DF DENT & CO INC bought13,033 13,033 Key FInancial Inc sold1,356 0
ASSET MANAGEMENT CORP /IL/ /ADV bought13,016 13,016 WealthTrust Axiom LLC 4%1,352 29,356
Pensionmark Financial Group, LLC 24%13,000 66,524 Wealth Quarterback LLC sold1,351 0
AJ WEALTH STRATEGIES, LLC bought12,843 12,843 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 21%1,347 5,031
Cetera Investment Advisers bought12,468 12,468 SeaCrest Wealth Management, LLC 6%1,293 19,295
CANNELL PETER B & CO INC 12%12,454 112,096 Cutter & CO Brokerage, Inc. 1%1,278 87,342
Bernardo Wealth Planning LLC bought12,304 12,304 CITY HOLDING CO 26%1,088 3,060
Insight Wealth Partners, LLC bought12,159 12,159 KEYBANK NATIONAL ASSOCIATION/OH 1%1,055 137,380
Advisors Capital Management, LLC 2%12,103 574,587 S.A. Mason LLC 28%1,033 2,648
AMG National Trust Bank bought12,000 12,000 M&R CAPITAL MANAGEMENT INC 16%1,018 5,202
BARD ASSOCIATES INC bought12,000 12,000 NAPLES GLOBAL ADVISORS, LLC 2%1,000 57,530
SMITHBRIDGE ASSET MANAGEMENT INC/DE 22%12,000 65,842 WHITE BAY PT LLC sold1,000 0
KING LUTHER CAPITAL MANAGEMENT CORP 40%11,840 41,280 Capital Advisory Group Advisory Services, LLC sold950 0
SMITH, MOORE & CO. bought11,812 11,812 Capstone Financial Group, Inc. 5%832 15,150
Brookstone Capital Management bought11,716 11,716 SEARLE & CO. 6%812 12,000
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought11,674 11,674 Northeast Financial Consultants Inc 0%799 215,683
First Dallas Securities Inc. 64%11,550 29,674 HC FINANCIAL ADVISORS INC 20%700 2,768
GREENWOOD CAPITAL ASSOCIATES LLC bought11,292 11,292 Johnson Financial Group, LLC 5%697 14,225
First Allied Advisory Services, Inc. 14%11,099 92,070 Fort Sheridan Advisors LLC 1%576 75,183
Moors & Cabot, Inc. 5%11,090 231,448 WASHINGTON TRUST CO 8%576 7,099
DAVIDSON INVESTMENT ADVISORS bought10,880 10,880 SL ADVISORS, LLC 0%563 131,524
TRH Financial, LLC bought10,797 10,797 AlphaCore Capital LLC sold538 0
Jackson Hole Capital Partners, LLC 38%10,621 38,786 Global Retirement Partners, LLC 25%521 1,597
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV bought10,600 10,600 WHITTIER TRUST CO 1%480 49,590
Visionary Wealth Advisors bought10,504 10,504 Argent Trust Co 1%467 35,620
Equitable Holdings, Inc. bought10,452 10,452 PEOPLES FINANCIAL SERVICES CORP. 1%408 36,792
QUADRANT CAPITAL GROUP LLC bought10,436 10,436 TOTH FINANCIAL ADVISORY CORP 16%403 2,185
DFPG INVESTMENTS, INC. bought10,422 10,422 Annex Advisory Services, LLC 2%400 24,000
Diversified Investment Strategies, LLC bought10,368 10,368 Ziegler Capital Management, LLC 0%400 107,166
McGowan Group Asset Management, Inc. 1%10,269 820,884 CAPITAL ONE FINANCIAL CORP 0%384 81,712
Keystone Financial Group 16%10,110 73,820 Farmers & Merchants Trust Co of Chambersburg PA sold384 0
MONECO Advisors, LLC bought10,022 10,022 BENJAMIN F. EDWARDS & COMPANY, INC. 14%378 2,275
XR Securities LLC bought10,000 10,000 American Financial Advisors, LLC 3%340 10,757
HAVERFORD TRUST CO 10%9,789 108,367 BALDWIN BROTHERS INC/MA 1%339 63,105
Stockman Asset Management 18%9,480 63,084 STATE TREASURER STATE OF MICHIGAN sold301 0
Dynamic Advisors Solutions LLC 20%9,192 54,487 Patriot Financial Group Insurance Agency, LLC 4%293 6,878
SRS Capital Advisors, Inc. bought8,905 8,905 HUNTINGTON NATIONAL BANK 0%288 72,392
Venture Visionary Partners LLC 35%8,670 33,559 Koshinski Asset Management, Inc. 1%252 24,870
PERSONAL CFO SOLUTIONS, LLC 31%8,596 36,318 Spectrum Management Group, Inc. sold225 0
INTL FCSTONE INC. 47%8,434 26,459 Global Trust Asset Management, LLC 4%200 5,046
BESSEMER GROUP INC 27%8,240 39,071 TOBIAS FINANCIAL ADVISORS, INC. sold200 0
EJF Capital LLC 8%7,500 102,500 Regent Investment Management LLC 0%191 59,425
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 16%7,050 50,710 Shulman DeMeo Asset Management LLC 1%169 18,034
Taylor Hoffman Wealth Management bought6,976 6,976 REGENTATLANTIC CAPITAL LLC 1%109 11,975
Apollon Wealth Management, LLC bought6,844 6,844 JFS WEALTH ADVISORS, LLC sold105 0
Meridian Wealth Partners, LLC bought6,562 6,562 TNB Financial 1%96 14,604
Asio Capital, LLC 8%6,200 80,252 Filbrandt Wealth Management, LLC sold50 0
CWM, LLC 40%6,013 20,881 GAGNON SECURITIES LLC 0%30 14,693
AMERICAN FINANCIAL GROUP INC 0%6,000 2,078,400 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 67%2 1
Partnervest Advisory Services LLC 20%5,923 34,970 CFG Asset Management LLC no change 200
Tower Research Capital LLC bought5,916 5,916 Bay Harbor Wealth Management, LLC no change 250
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 15%5,880 45,753 JACKSON SQUARE CAPITAL, LLC no change 201
FRONTIER INVESTMENT MGMT CO 4%5,839 147,311 ATWOOD & PALMER INC no change 223
Principle Wealth Partners LLC bought5,825 5,825 MANCHESTER FINANCIAL INC no change 337
Nuveen Asset Management, LLC 14%5,775 47,508 Lowe fs, LLC no change 227
1776 Wealth LLC 162%5,444 8,814 Tradewinds Capital Management, LLC no change 500
Multi-Financial Securities Corp 11%5,437 55,744 GABLES CAPITAL MANAGEMENT INC. no change 624
AGF FUNDS INC 3%5,230 173,749 WEBSTER BANK, N. A. no change 564
Financial Advocates Investment Management 40%5,162 17,970 Center for Financial Planning, Inc. no change 529
Interactive Financial Advisors bought5,120 5,120 Laurel Wealth Advisors LLC no change 347
TRUSTCORE FINANCIAL SERVICES, LLC 98%5,100 10,292 Glassman Wealth Services no change 346
Magnus Financial Group LLC 34%5,087 19,902 Lake Point Wealth Management no change 15,000
MML INVESTORS SERVICES, LLC 18%5,021 32,903 BRADLEY FOSTER & SARGENT INC/CT no change 19,358
BDO Wealth Advisors, LLC 167%5,000 8,000 Resources Investment Advisors, Inc. no change 4,000
ELCO Management Co., LLC 1%4,931 527,800 LEVIN CAPITAL STRATEGIES, L.P. no change 25,687
Samalin Investment Counsel, LLC 10%4,773 54,466 Nelson, Van Denburg & Campbell Wealth Management Group, LLC no change 44,875
West Family Investments, Inc. 1%4,400 521,309 JNBA Financial Advisors no change 644
CREATIVE FINANCIAL DESIGNS INC /ADV bought4,060 4,060 Beach Investment Management, LLC. no change 291,690
Buckingham Asset Management, LLC 7%4,000 63,943 BOYS ARNOLD & CO INC no change 12,000
US BANCORP DE 2%3,911 225,630 FIRST FINANCIAL CORP /IN/ no change 10,910
AMERITAS INVESTMENT CORP 57%3,898 10,732 HHM Wealth Advisors, LLC no change 150
SIGNATUREFD, LLC 14%3,750 30,925 Eukles Asset Management no change 172
TCF National Bank 14%3,641 29,772 Princeton Global Asset Management LLC no change 960
Ellis Investment Partners, LLC 54%3,585 10,274 Coastal Capital Group, Inc. no change 38
Newport Wealth Strategies, Inc. 27%3,500 16,280 Larson Financial Group LLC no change 21
IFP Advisors, Inc 10%3,118 33,371 Willingdon Wealth Management no change 640
Atlas Private Wealth Advisors bought3,086 3,086 Arete Wealth Advisors, LLC no change 14,482
Parkside Financial Bank & Trust 3%2,882 87,492 FIERA SCEPTRE INC. no change 43,457
Homrich & Berg 5%2,881 55,496 E&G Advisors, LP no change 45,990
Kistler-Tiffany Companies, LLC 11%2,879 29,072 Ferris Capital, LLC no change 42,735
RAYMOND JAMES TRUST CO 4%2,710 66,560 GOULD ASSET MANAGEMENT LLC /CA/ no change 41,379
Diversified Trust Co 6%2,553 45,471 FARMERS & MERCHANTS INVESTMENTS INC no change 36,766
HPM Partners LLC 13%2,477 21,359 Oxbow Advisors, LLC no change 40,223
ACADIAN ASSET MANAGEMENT LLC bought2,338 2,338 DAVIDSON TRUST CO no change 46,654
Covenant Asset Management, LLC 21%2,304 13,358 Surevest Inc. no change 48,102
North Star Investment Management Corp. 2%2,143 117,024 Chevy Chase Trust Holdings, Inc. no change 62,204
Camden Capital, LLC 6%2,133 37,625 PINNACLE FINANCIAL PARTNERS INC no change 64,631
H D Vest Advisory Services 5%2,112 43,652 LAKE STREET ADVISORS GROUP, LLC no change 59,400
Cardan Capital Partners, LLC 11%2,002 20,527 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. no change 58,032
MONETARY MANAGEMENT GROUP INC 9%2,000 25,000 Checchi Capital Advisers, LLC no change 48,683
ATTICUS WEALTH MANAGEMENT, LLC bought2,000 2,000 InterOcean Capital, LLC no change 57,871
Edge Wealth Management LLC 4%2,000 50,312 NEVILLE RODIE & SHAW INC no change 36,752
Aldebaran Financial Inc. 16%2,000 14,500 TELEMUS CAPITAL, LLC no change 34,686
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2%1,972 101,793 MERIDIAN INVESTMENT COUNSEL INC. no change 21,592
Pacific Center for Financial Services bought1,920 1,920 Barnett & Company, Inc. no change 23,822
Heritage Wealth Advisors bought1,918 1,918 Morris Capital Advisors, LLC no change 20,417
HOWARD FINANCIAL SERVICES, LTD. 1%1,896 198,017 BRIDGES INVESTMENT MANAGEMENT INC no change 19,404
Horan Securities, Inc. 152%1,846 3,063 Firestone Capital Management no change 18,842
Lee Financial CORP 1%1,800 150,390 FIRST NATIONAL BANK OF OMAHA no change 19,096
PRIVATE TRUST CO NA 4%1,700 49,468 MV Capital Management, Inc. no change 24,460
DCF Advisers, LLC 11%1,700 17,200 Crescent Grove Advisors, LLC no change 27,658
FLAGSHIP HARBOR ADVISORS, LLC 30%1,694 7,287 ARES MANAGEMENT LLC no change 31,777
Argent Advisors, Inc. 3%1,632 59,541 CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 33,300
Golden State Wealth Management, LLC bought1,595 1,595 Alexandria Capital, LLC no change 30,000
HOLDERNESS INVESTMENTS CO 2%1,580 72,862 Hartford Financial Management Inc. no change 29,264
Resonant Capital Advisors, LLC 11%1,542 15,304 Fiduciary Group LLC no change 28,852
Western Wealth Management, LLC 3%1,529 45,696 Stokes Family Office, LLC no change 70,400
Certified Advisory Corp 74%1,508 3,547 BIGLARI CAPITAL CORP. no change 73,477
STIFEL FINANCIAL CORP bought1,500 1,500 Cohen Capital Management, Inc. no change 278,964
Kingsview Wealth Management, LLC 13%1,476 12,906 WEXFORD CAPITAL LLC no change 284,600
ALBERT D MASON INC 2%1,456 82,933 Calamos Advisors LLC no change 229,900
Pinnacle Holdings, LLC 1%1,440 163,996 Botty Investors LLC no change 215,770
V Wealth Management,LLC 7%1,417 21,384 Texas Capital Bank Wealth Management Services Inc no change 186,024
Wealth Alliance Advisory Group, LLC 10%1,275 14,127 Public Sector Pension Investment Board no change 193,515
HANCOCK HOLDING CO 6%1,228 22,372 NOVARE CAPITAL MANAGEMENT LLC no change 493,878
AdvisorNet Financial, Inc 6%1,215 22,467 SRB Corp no change 699,006
MOTCO bought1,200 1,200 Apollo Management Holdings, L.P. no change 2,869,000
IHT Wealth Management, LLC 3%1,068 42,927 MetLife Investment Advisors, LLC no change 3,525,882
Hudock Moyer Wealth Resources, LLC 91%1,024 2,150 Heronetta Management, L.P. no change 1,423,058
Sippican Capital Adivsors 4%1,014 28,415 Third Security, LLC no change 1,073,990
TRUEWEALTH LLC bought1,000 1,000 SPIRIT OF AMERICA MANAGEMENT CORP/NY no change 17,350
FSA Wealth Management LLC bought1,000 1,000 Callodine Capital Management, LP no change 185,000
Bedel Financial Consulting, Inc. bought1,000 1,000 CASTLEARK MANAGEMENT LLC no change 170,663
Streettalk Advisors, LLC 2%987 50,111 Trust Asset Management LLC no change 101,236
Charles Schwab Trust Co 8%984 12,862 Marquette Asset Management Inc. no change 101,499
Vectors Research Management, LLC bought980 980 CAMPBELL CAPITAL MANAGEMENT INC no change 99,682
TCTC Holdings, LLC bought960 960 CIBC Global Asset Management Inc no change 98,148
Parkwood LLC 9%957 11,328 SG3 Management, LLC no change 90,000
Pennsylvania Trust Co 2%950 54,967 Penn Mutual Asset Management, LLC no change 95,500
Rockbridge Investment Management, LCC bought893 893 CONNING Asset Management Co. no change 104,611
MAGNOLIA CAPITAL ADVISORS LLC 4%855 24,345 Progeny 3, Inc. no change 119,161
Sound View Wealth Advisors Group, LLC 7%847 12,260 Sandy Spring Bank no change 148,018
Winfield Associates, Inc. 2%740 30,360 KORNITZER CAPITAL MANAGEMENT INC /KS no change 157,610
Orion Portfolio Solutions, LLC bought706 706 Vestcor Investment Management Corp no change 139,449
AMERICAN NATIONAL BANK bought705 705 COBBLESTONE CAPITAL ADVISORS LLC /NY/ no change 132,665
Arcus Capital Partners, LLC 6%700 12,021 CHILTON INVESTMENT CO LLC no change 130,960
Green Square Asset Management, LLC 3%690 23,361 F&V Capital Management, LLC no change 18,425
Busey Trust CO 3%684 21,646 PENN DAVIS MCFARLAND INC no change 17,733
Truvestments Capital LLC bought648 648 Rocky Mountain Advisers, LLC no change 1,953
Mosaic Family Wealth, LLC 1%637 51,252 DELTA ASSET MANAGEMENT LLC/TN no change 2,056
Prime Capital Investment Advisors, LLC 3%622 21,474 Capital Analysts, Inc. no change 1,952
Family Management Corp 5%620 14,138 BENJAMIN EDWARDS INC no change 1,930
Lindbrook Capital, LLC 15%600 4,731 OLD SECOND NATIONAL BANK OF AURORA no change 1,920
Carroll Financial Associates, Inc. 2%557 24,606 CT Mason no change 1,920
Tranquility Partners, LLC 4%524 12,650 SeaBridge Investment Advisors LLC no change 3,307
TWIN FOCUS CAPITAL PARTNERS, LLC 4%521 14,754 Financial Management Professionals, Inc. no change 3,576
Campbell Wealth Management bought519 519 Avondale Wealth Management no change 5,420
TCI Wealth Advisors, Inc. bought500 500 OPTIMUM INVESTMENT ADVISORS no change 5,448
NEXT Financial Group, Inc 1%497 52,299 TFO-TDC, LLC no change 4,925
YOUNGS ADVISORY GROUP, INC. 0%410 152,802 Sound Income Strategies, LLC no change 4,434
SPRINGBOK CAPITAL MANAGEMENT, LLC bought400 400 Private Capital Group, LLC no change 3,840
MPS Loria Financial Planners, LLC bought392 392 Plante Moran Financial Advisors Ltd Partnership no change 4,170
HIGHLAND CAPITAL MANAGEMENT CORP 0%376 92,535 First Personal Financial Services no change 1,899
Procyon Private Wealth Partners, LLC bought373 373 PANAGORA ASSET MANAGEMENT INC no change 1,675
Alpha Cubed Investments, LLC 1%360 26,728 John W. Brooker & Co., CPAs no change 1,267
LLBH Private Wealth Management, LLC 2%269 11,653 PROFFITT & GOODSON INC no change 1,270
Jaffetilchin Investment Partners, LLC bought259 259 REILLY FINANCIAL ADVISORS, LLC no change 1,126
Weaver Consulting Group 908%236 262 ISLAY CAPITAL MANAGEMENT, LLC no change 1,024
ENTERPRISE FINANCIAL SERVICES CORP bought228 228 WEST BANCORPORATION INC no change 906
Pacitti Group Inc. 3%202 7,000 Front Row Advisors LLC no change 975
WHITENER CAPITAL MANAGEMENT, INC. 2%200 10,990 Community Bank, N.A. no change 1,282
RPG Investment Advisory, LLC bought180 180 Lenox Wealth Advisors, Inc. no change 1,318
Selective Wealth Management 26%164 804 Engrave Wealth Partners LLC no change 1,477
VERUS CAPITAL PARTNERS, LLC 2%139 7,820 Burt Wealth Advisors no change 1,520
CAROLINAS WEALTH CONSULTING LLC bought114 114 TSFG, LLC no change 1,472
Capital Investment Advisory Services, LLC 1%113 14,115 Oakworth Capital, Inc. no change 1,450
Cordasco Financial Network 14%103 845 Global Financial Private Capital, LLC no change 1,426
MCF Advisors LLC 4%102 2,885 Enterprise Trust & Investment Co no change 6,000
Joseph P. Lucia & Associates, LLC bought100 100 CITIZENS FINANCIAL GROUP INC/RI no change 6,079
Global Wealth Management Investment Advisory, Inc. 4%48 1,156 SkyOak Wealt, LLC no change 14,204
MITCHELL MCLEOD PUGH & WILLIAMS INC 0%39 41,097 EDGEWOOD MANAGEMENT LLC no change 14,584
Asset Dedication, LLC 1%22 1,546 SMITHFIELD TRUST CO no change 14,109
PROEQUITIES, INC. 0%18 11,564 Town & Country Bank & Trust CO dba First Bankers Trust CO no change 12,937
Focused Wealth Management, Inc 1%14 1,736 Country Club Trust Company, n.a. no change 12,517
Cedar Mountain Advisors, LLC 3%14 474 MCMILLION CAPITAL MANAGEMENT INC no change 12,894
Bartlett & Co. LLC 0%11 6,059 BERKSHIRE ASSET MANAGEMENT INC/PA no change 14,846
LifePlan Financial Group, Inc 4%8 218 First PREMIER Bank no change 15,000
Regal Wealth Group, Inc. 4%8 205 Cypress Capital Management LLC (WY) no change 16,000
LIBERTY WEALTH MANAGEMENT LLC 4%4 104 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ no change 17,300
Accredited Investors Inc. no change 15,977
American National Registered Investment Advisor, Inc. no change 15,445
WETHERBY ASSET MANAGEMENT INC no change 15,200
GOFEN & GLOSSBERG LLC /IL/ no change 11,819
First Western Capital Management Co no change 11,424
Bull Street Advisors, LLC no change 10,000
Institute for Wealth Management, LLC. no change 10,140
Stonebridge Capital Advisors LLC no change 9,583
ROPES WEALTH ADVISORS LLC no change 8,625
Financial Architects, Inc no change 6,298
AllSquare Wealth Management LLC no change 8,000
Triangle Securities Wealth Management no change 10,170
Colorado Capital Management, Inc. no change 10,360
Lehman & Derafelo Financial Resources LLC no change 11,078
YHB Investment Advisors, Inc. no change 11,298
Riggs Asset Managment Co. Inc. no change 10,800
ZEKE CAPITAL ADVISORS, LLC no change 10,402
FineMark National Bank & Trust no change 10,392
LS Investment Advisors, LLC no change 702
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