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STOCK TICKER:
STREETTRACKS GOLD TR   (ticker: GLD)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 279,021,383
Previous Holdings: 234,168,594
Change: 19.15%
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)
JANE STREET GROUP, LLC bought19,951,886 19,951,886 FIL Ltd 94%4,949,498 340,100
ROYAL BANK OF CANADA bought6,048,225 6,048,225 MORGAN STANLEY 37%3,991,950 6,827,818
GOLDMAN SACHS GROUP INC 55%5,374,318 15,073,736 TORONTO DOMINION BANK sold3,941,900 0
CITIGROUP INC 35%5,224,507 20,269,887 Owl Creek Asset Management, L.P. 69%2,748,900 1,232,000
PAULSON & CO INC(John Paulson) bought1,894,252 1,894,252 BANK OF AMERICA CORP /DE/ 13%2,693,597 17,645,953
HAP Trading, LLC 646%1,892,500 2,185,500 Graham Capital Management, L.P. 39%2,480,000 3,845,000
UBS Group AG 23%1,529,963 8,260,882 NOMURA HOLDINGS INC sold2,211,500 0
WOLVERINE TRADING, LLC 18%1,201,515 7,937,382 Twin Tree Management, LP 28%1,754,138 4,417,162
EMINENCE CAPITAL LLC bought1,083,641 1,083,641 CI INVESTMENTS INC. 20%1,502,927 5,878,716
MILLENNIUM MANAGEMENT LLC 1,029%1,015,298 1,114,003 Castle Hook Partners LP sold1,500,000 0
STEADFAST CAPITAL MANAGEMENT LLC bought1,000,000 1,000,000 Fore Capital, LLC sold1,425,000 0
Deer Park Road Corp bought1,000,000 1,000,000 SG Americas Securities, LLC 94%1,126,806 71,644
WELLS FARGO & CO/MN 14%940,654 7,753,506 BFAM Partners (Cayman) Ltd 92%1,076,600 92,600
CABANA LLC 10,031%930,581 939,858 PointState Capital LP 38%1,032,600 1,706,400
Bank of New York Mellon CORP 252%892,603 1,246,409 SUN VALLEY GOLD LLC 11%972,200 7,500,000
CREDIT SUISSE/ 45%852,569 2,737,628 J P MORGAN CHASE & CO 41%941,984 1,329,805
Verition Fund Managegment LLC 1,698%755,517 800,000 Sumitomo Mitsui Trust Holdings, Inc. 57%871,665 651,110
Foundations Investment Advisors, LLC 3,799%737,837 757,258 Arnhold & S. Bleichroeder Advisers, LLC 16%804,586 4,342,873
MACKENZIE FINANCIAL CORP 31%651,842 2,740,069 ARISTEIA CAPITAL LLC 67%800,000 400,000
BANK OF MONTREAL /CAN/ 117%572,241 1,061,275 Emso Asset Management Ltd sold750,000 0
BARCLAYS PLC 5%561,761 11,869,949 Bienville Capital Management, LLC sold745,540 0
US BANCORP DE bought531,861 531,861 Johanson Financial Advisors, Inc. 99%728,107 5,685
CIBC Global Asset Management Inc 5,151%527,951 538,200 CANYON CAPITAL ADVISORS LLC sold725,000 0
Gemsstock Ltd. bought524,600 524,600 Virtu Financial LLC sold555,330 0
TWO SIGMA SECURITIES, LLC 6,284%498,836 506,774 JUMP TRADING, LLC 92%471,097 42,503
Athanor Capital, LP bought492,704 492,704 Bleichroeder LP 85%404,676 70,324
WADDELL & REED FINANCIAL INC bought431,188 431,188 GUARDIAN POINT CAPITAL, LP 80%400,000 100,000
BAILARD, INC. 9,353%379,088 383,141 JEFFERIES GROUP INC /DE/ 88%329,828 46,353
BB&T CORP 1,748%309,305 326,999 DIAM Co., Ltd. 27%325,114 871,330
DRW Securities, LLC 10%307,150 3,409,849 Napier Park Global Capital LLC 60%300,000 200,000
GREAT WEST LIFE ASSURANCE CO /CAN/ bought303,317 303,317 Mizuho Corporate Bank, Ltd. sold280,000 0
Falcon Edge Capital LP bought301,751 301,751 Granite Point Capital Management, L.P. 87%260,000 40,000
Optiver US LLC bought291,118 291,118 Mitsubishi UFJ Trust & Banking Corp 85%251,575 44,425
Susquehanna International Group, LLP 3%272,286 8,436,431 SOROS CAPITAL MANAGEMENT LLC 99%246,785 3,215
COMMONWEALTH EQUITY SERVICES, LLC. 36%259,208 971,371 Squarepoint Ops LLC sold216,469 0
Qube Research & Technologies Ltd bought246,517 246,517 PMFM Inc. sold188,609 0
FIFTH THIRD BANCORP 34%227,477 895,839 Marshall Wace LLP sold183,700 0
HighTower Advisors, LLC 31%212,683 904,264 AMS Capital Ltda sold170,000 0
SIMPLEX TRADING, LLC bought212,230 212,230 PRUDENTIAL CORP PLC 23%160,021 526,953
CASTLEARK MANAGEMENT LLC 148%203,715 341,505 PEAK6 Investments LLC 89%147,176 18,100
LPL Financial CORP 18%192,703 1,267,612 Allianz Asset Management AG 70%147,023 63,960
WS MANAGEMENT LLP 30%191,900 839,513 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 31%141,503 312,512
ZEKE CAPITAL ADVISORS, LLC 12,113%188,964 190,524 LAKEWOOD CAPITAL MANAGEMENT, LP sold140,831 0
ENVESTNET ASSET MANAGEMENT INC 34%181,988 717,369 Polar Securities Inc. sold140,000 0
CAPTRUST FINANCIAL ADVISORS bought162,296 162,296 SEI INVESTMENTS CO 65%136,238 73,045
Raymond James Financial Services Advisors, Inc. 33%161,954 655,140 American Asset Management Inc. 59%121,451 83,392
Quantitative Investment Management, LLC bought155,852 155,852 Goodman & Company, Investment Counsel Ltd. 99%121,200 800
Janney Capital Management LLC bought152,251 152,251 Riggs Asset Managment Co. Inc. 50%108,246 108,443
Newfoundland Capital Management bought150,000 150,000 Briaud Financial Planning, Inc 22%106,344 374,665
Hitchwood Capital Management LP bought150,000 150,000 Vantis Investment Advisers L.P. sold100,900 0
TD ASSET MANAGEMENT INC 76%139,749 323,194 K2 PRINCIPAL FUND, L.P. 42%89,000 125,000
Fullerton Fund Management Co Ltd 17,223%136,063 136,853 SUNRISE PARTNERS LLC /CT 77%80,309 23,849
KEY GROUP HOLDINGS (CAYMAN), LTD. bought128,692 128,692 DDD Partners, LLC sold79,401 0
TWO SIGMA INVESTMENTS LLC bought122,169 122,169 Ferguson Shapiro LLC sold65,971 0
Comprehensive Financial Management LLC 16%121,000 887,254 DCF Advisers, LLC sold65,000 0
SFMG, LLC 1,450%115,404 123,364 BLUESTEIN R H & CO sold60,293 0
Atlas Principals, LLC bought115,224 115,224 Renaissance Technologies(Jim Simons) sold57,500 0
Astor Investment Management LLC 5,027%110,746 112,949 Janney Montgomery Scott LLC 33%56,688 114,556
MD Financial Management Inc. 179%109,430 170,570 JUNCTURE WEALTH STRATEGIES, LLC 93%54,382 4,111
DAVENPORT & CO LLC 428%109,237 134,749 Ionic Capital Management LLC sold53,500 0
BANQUE PICTET & CIE SA 55%108,972 307,249 Laurel Wealth Advisors, Inc. sold52,189 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47%105,805 330,491 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 75%50,959 16,867
MERCER GLOBAL ADVISORS INC /ADV 1,266%104,552 112,808 Main Management LLC 55%50,792 41,421
Hilltop Holdings Inc. bought102,378 102,378 VAN DEN BERG MANAGEMENT INC/TX sold49,377 0
Telemark Asset Management, LLC bought100,000 100,000 Dynamic Advisors Solutions LLC 81%48,366 11,087
MOON CAPITAL MANAGEMENT, LP bought100,000 100,000 Lenox Wealth Management, Inc. 97%46,983 1,418
BALYASNY ASSET MANAGEMENT LLC bought100,000 100,000 Vantage Financial Partners Ltd., Inc. 96%46,330 1,940
JD CAPITAL MANAGEMENT LLC bought97,000 97,000 LAZARD ASSET MANAGEMENT LLC 23%46,213 158,850
NexWave Capital Partners LLC bought96,127 96,127 Sigma Planning Corp 28%44,688 116,272
Landsberg, Bennett, & Dubbaneh LLC 239%89,346 126,745 WELLINGTON MANAGEMENT CO LLP 8%43,781 489,431
Pictet North America Advisors SA 57%87,034 239,989 Interactive Financial Advisors 100%42,466 22
Key Square Capital Management LLC bought86,200 86,200 Geneva Partners, LLC 95%41,798 2,152
HSBC HOLDINGS PLC 14%84,140 680,926 Harwood Advisory Group, LLC 100%41,761 175
NOMURA ASSET MANAGEMENT CO LTD 92%83,500 174,200 RPG Investment Advisory, LLC 96%41,408 1,831
Walleye Trading LLC 50%82,900 247,600 Glaxis Capital Management, LLC sold40,920 0
QUATTRO FINANCIAL ADVISORS LLC 102%81,633 161,826 GROUP ONE TRADING, L.P. sold40,880 0
Veracity Capital LLC bought80,874 80,874 EVOKE WEALTH, LLC 40%40,389 60,254
GenWealth Group, Inc. bought80,597 80,597 Madison Asset Management, LLC 44%38,833 48,838
Marathon Trading Investment Management LLC 4,239%76,345 78,146 SCHOLTZ & COMPANY, LLC sold38,550 0
FIFTH THIRD SECURITIES, INC. bought75,870 75,870 USCA RIA LLC sold35,454 0
Sicart Associates LLC 47%75,505 235,209 Kessler Investment Group, LLC sold32,783 0
BTG Pactual Global Asset Management Ltd bought75,450 75,450 Matrix Trust Co 69%32,562 14,389
UBS OCONNOR LLC bought75,000 75,000 HRT FINANCIAL LLC sold31,827 0
FIRST NATIONAL TRUST CO 25%74,233 367,583 TOTAL INVESTMENT MANAGEMENT INC 18%31,574 139,389
WADE G W & INC 381%72,925 92,076 SCP Investment, LP sold30,000 0
Integrated Wealth Concepts LLC 772%70,714 79,874 TTP Investments, Inc. sold27,892 0
WHITEBOX ADVISORS LLC bought70,000 70,000 IPG Investment Advisors LLC 42%26,808 36,914
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought69,862 69,862 NORTHERN TRUST CORP 6%26,691 391,131
AMERICAN CENTURY COMPANIES INC bought67,757 67,757 People's United Financial, Inc. 18%26,379 118,037
London & Capital Asset Management Ltd 514%65,418 78,142 Sowell Financial Services LLC 21%22,701 87,733
Mountain Lake Group bought65,000 65,000 New England Investment & Retirement Group, Inc. 12%22,496 163,314
Cheyne Capital Management (UK) LLP bought65,000 65,000 Wakefield Asset Management LLLP 94%22,431 1,383
Tuttle Tactical Management LLC bought64,435 64,435 Regal Investment Advisors, LLC sold22,227 0
BlueCrest Capital Management Ltd bought62,500 62,500 Bach Investment Advisors Ltd 8%22,224 261,550
MYDA Advisors LLC bought62,000 62,000 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV sold22,025 0
Sawtooth Asset Management, Inc. 51%61,394 181,370 Smart Portfolios, LLC sold21,580 0
J O Hambro Investment Management Ltd bought61,280 61,280 Private Advisor Group, LLC 12%21,191 158,315
Cornerstone Wealth Group, LLC 263%61,267 84,537 WealthNavi Inc. 2%21,027 1,037,858
SG3 Management, LLC bought60,000 60,000 XR Securities LLC sold19,981 0
National Asset Management, Inc. 303%59,765 79,507 Hudson Capital Management LLC 60%19,892 13,370
CastleArk Alternatives, LLC bought58,810 58,810 SABBY MANAGEMENT, LLC 52%19,616 17,934
Capula Management Ltd 28%57,731 266,731 BENJAMIN F. EDWARDS & COMPANY, INC. 51%19,322 18,489
Stonehearth Capital Management, LLC bought55,644 55,644 BBVA USA BANCSHARES INC 59%18,571 12,732
Your Advocates Ltd., LLP bought54,936 54,936 NewDay Solutions, LLC 85%18,300 3,195
RAYMOND JAMES & ASSOCIATES 8%52,145 746,478 Requisite Capital Management, LLC 18%18,251 83,943
Horseman Capital Management Ltd bought51,000 51,000 J.W. COLE ADVISORS, INC. 80%17,566 4,497
Intrinsic Edge Capital Management LLC bought50,000 50,000 Hexavest Inc. sold16,736 0
Ariose Capital Management Ltd bought49,600 49,600 Prime Capital Investment Advisors, LLC 88%16,484 2,242
Cutler Group LP 2%49,575 2,570,375 OLD MISSION CAPITAL LLC sold16,300 0
Bank Julius Baer & Co. Ltd, Zurich bought49,467 49,467 Russell Investments Group, Ltd. 40%15,871 23,319
KADENSA CAPITAL Ltd bought49,088 49,088 Independent Advisor Alliance sold15,792 0
Private Wealth Advisors, LLC bought48,715 48,715 Lakeview Capital Partners, LLC 64%15,326 8,758
NATIXIS 10%48,483 544,757 COBALT CAPITAL MANAGEMENT INC 5%15,000 285,000
Belvedere Trading LLC 84%46,393 101,763 Financial Architects, Inc 53%14,070 12,264
Equitable Holdings, Inc. bought42,512 42,512 TORON CAPITAL MARKETS INC. 50%14,000 14,000
CAXTON ASSOCIATES LLC (Bruce Kovner) bought42,000 42,000 Bellecapital International Ltd. 44%13,922 17,821
Belpointe Asset Management LLC bought40,642 40,642 First Allied Advisory Services, Inc. 28%13,759 36,104
Vident Investment Advisory, LLC bought40,412 40,412 EPG Wealth Management LLC 99%13,669 100
BINGHAM OSBORN & SCARBOROUGH LLC 97%40,280 81,843 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 6%12,496 192,800
FLAGSHIP HARBOR ADVISORS, LLC 37%40,027 149,239 Pathstone Family Office, LLC sold12,294 0
AE Wealth Management LLC 19%39,500 245,577 Aveo Capital Partners, LLC sold12,085 0
Arnhold LLC 10%39,279 433,766 Atlanta Capital Group 87%11,976 1,803
Itau Unibanco Holding S.A. 164%38,600 62,200 WEALTHSOURCE PARTNERS, LLC 78%11,744 3,282
Lloyd Advisory Services, LLC. bought38,133 38,133 Aberdeen Wealth Management LLC sold11,728 0
HARVARD MANAGEMENT CO INC 38%38,112 138,947 MACKAY SHIELDS LLC 6%11,214 177,786
Perigon Wealth Management, LLC 503%37,537 44,996 IBERIABANK CORP 9%11,132 119,148
Perella Weinberg Partners Capital Management LP bought37,405 37,405 First Heartland Consultants, Inc. 87%11,044 1,674
Stratos Wealth Partners, LTD. 119%36,814 67,695 HawsGoodwin Investment Management LLC 25%10,932 32,033
Neuberger Berman Group LLC 7%36,291 591,069 GEODE CAPITAL MANAGEMENT LLC sold10,923 0
PINNACLE FINANCIAL PARTNERS INC 460%34,830 42,404 Stonehage Fleming Financial Services Holdings Ltd sold10,870 0
Altavista Wealth Management, Inc. bought33,681 33,681 INVESTMENT HOUSE LLC 48%10,139 10,861
BESSEMER GROUP INC 135%33,639 58,508 FinTrust Capital Advisors, LLC sold10,000 0
COOPERMAN LEON G 24%33,425 173,425 E&G Advisors, LP sold9,510 0
COHEN & STEERS INC bought33,148 33,148 CHESLEY TAFT & ASSOCIATES LLC/IL 8%8,906 101,924
Gerber Kawasaki Wealth & Investment Management bought32,213 32,213 STRATEGIC INVESTMENT MANAGEMENT 18%8,720 40,120
WILSEY ASSET MANAGEMENT INC bought31,443 31,443 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 4%8,548 193,697
AGF FUNDS INC bought31,000 31,000 OmniStar Financial Group, Inc. 79%8,472 2,187
Heartwood Wealth Advisors LLC 55%30,932 87,063 LEE DANNER & BASS INC sold8,346 0
NEUMEIER POMA INVESTMENT COUNSEL LLC 63%30,025 77,350 CABOT MONEY MANAGEMENT INC 24%8,294 25,591
PRESCOTT GROUP CAPITAL MANAGEMENT LLC bought30,000 30,000 MYCIO WEALTH PARTNERS, LLC sold8,089 0
BLAIR WILLIAM & CO/IL 48%29,920 92,716 GM Advisory Group, Inc. 7%8,080 115,198
MML INVESTORS SERVICES, LLC 18%28,560 185,786 Arlington Capital Management, Inc. 14%7,936 48,719
Archetype Wealth Partners, LLC 107%28,327 54,804 Botty Investors LLC 95%7,900 415
DAL Investment CO bought27,427 27,427 D'Orazio & Associates, Inc. 24%7,825 24,158
Milestone Group, Inc. 1,066%26,609 29,106 Financial Network 6%7,798 128,526
Point72 Asset Management, L.P. bought25,000 25,000 Oppenheimer & Close, LLC 11%7,798 60,940
Willingdon Wealth Management 24%24,596 125,447 Chevy Chase Trust Holdings, Inc. sold7,530 0
Ancora Advisors, LLC bought24,588 24,588 Sitrin Capital Management LLC 60%7,420 5,050
STANSBERRY ASSET MANAGEMENT, LLC bought24,387 24,387 Farmers & Merchants Trust Co of Chambersburg PA 29%7,195 17,842
North Star Investment Management Corp. 636%24,198 28,000 Jackson Financial Management 7%7,165 102,945
Argent Wealth Management LLC bought23,842 23,842 COMMERZBANK AKTIENGESELLSCHAFT /FI 54%7,120 6,096
Symphony Financial, Ltd. Co. bought23,724 23,724 HWG Holdings LP sold7,117 0
IHT Wealth Management, LLC 132%23,541 41,325 Pathway Financial Advisors LLC sold6,727 0
Westside Investment Management, Inc. bought22,597 22,597 Patton Fund Management, Inc. 24%6,669 21,413
M Holdings Securities, Inc. bought22,357 22,357 EDMOND DE ROTHSCHILD HOLDING S.A. 49%6,526 6,800
Financial Advocates Investment Management 28%22,201 101,343 Voit & Company, LLC 92%6,000 500
WEATHERLY ASSET MANAGEMENT LP /ADV 372%21,307 27,031 SPRINGBOK CAPITAL MANAGEMENT, LLC 4%5,945 126,350
Banco Santander, S.A. 42%21,165 71,782 David R. Rahn & Associates Inc. 13%5,809 38,581
BLUE SQUARE ASSET MANAGEMENT, LLC bought21,065 21,065 Sabal Trust CO sold5,745 0
Lee Financial CORP 877%20,210 22,515 Marketfield Asset Management LLC 44%5,543 7,032
Evolution Wealth Advisors, LLC 18%19,163 124,978 OPPENHEIMER & CO INC 5%5,139 107,577
NVWM, LLC 277%18,591 25,301 FNY Investment Advisers, LLC 91%5,050 500
Capital Wealth Planning, LLC 129%18,331 32,577 LFA - Lugano Financial Advisors SA 15%5,031 29,262
LAKE STREET FINANCIAL LLC 82%18,002 40,068 ESSEX INVESTMENT MANAGEMENT CO LLC 33%5,000 10,000
Strategic Wealth Advisors Group,Inc. 51%17,858 53,060 Eqis Capital Management, Inc. sold4,899 0
Glovista Investments LLC bought17,575 17,575 CARY STREET PARTNER INVESTMENT ADVISORY LLC sold4,850 0
Centiva Capital, LP bought17,290 17,290 James Hambro & Partners 11%4,791 37,843
PIER 88 INVESTMENT PARTNERS LLC bought17,200 17,200 STALEY CAPITAL ADVISERS INC 2%4,575 192,760
Harborview Advisors, LLC bought17,017 17,017 Bell Rock Capital LLC 66%4,534 2,347
Gainplan LLC bought17,000 17,000 IFG Advisory, LLC 10%4,469 39,674
Parallel Advisors, LLC 270%16,950 23,217 Strategic Investment Advisors, Inc 5%4,390 76,267
Sontag Advisory, LLC 761%16,460 18,622 PHILADELPHIA TRUST CO sold4,385 0
Aprio Wealth Management, LLC bought16,358 16,358 BRINKER CAPITAL INC 69%4,292 1,943
DRIEHAUS CAPITAL MANAGEMENT LLC bought16,200 16,200 Amussen Hunsaker & Associates LLC sold4,290 0
OARSMAN CAPITAL, INC. 276%15,896 21,664 K.J. Harrison & Partners Inc 52%4,110 3,840
J. Goldman & Co LP bought15,684 15,684 Jaffetilchin Investment Partners, LLC 29%3,921 9,399
MADDEN SECURITIES Corp bought15,617 15,617 Busey Trust CO sold3,712 0
Union Bankshares Corp 47%15,532 48,400 Clear Perspective Advisors, LLC sold3,653 0
AUGUSTINE ASSET MANAGEMENT INC 32%15,243 62,728 TIEDEMANN WEALTH MANAGEMENT, LLC 10%3,611 33,945
COMERICA SECURITIES,INC. bought15,001 15,001 LVW Advisors, LLC sold3,564 0
Kamunting Street Capital Management, L.P. bought15,000 15,000 Mandatum Life Insurance Co Ltd 60%3,518 2,335
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 607%14,839 17,283 Cresset Asset Management, LLC sold3,511 0
Checchi Capital Advisers, LLC 88%14,179 30,369 Versant Capital Management, Inc 8%3,430 38,009
Good Life Advisors, LLC 167%14,105 22,536 CIBC World Markets Inc. 3%3,380 131,330
MinichMacGregor Wealth Management, LLC bought13,829 13,829 Slow Capital, Inc. sold3,310 0
PERSONAL CFO SOLUTIONS, LLC bought13,775 13,775 U S GLOBAL INVESTORS INC sold3,000 0
Orion Portfolio Solutions, LLC bought13,755 13,755 Harel Insurance Investments & Financial Services Ltd. 81%3,000 697
Compass Ion Advisors, LLC 39%13,407 48,213 Richard C. Young & CO., LTD. 2%2,934 176,575
BANK OF THE WEST 15%13,378 100,353 KING LUTHER CAPITAL MANAGEMENT CORP 16%2,882 15,518
Atlas Private Wealth Management bought13,263 13,263 Spears Abacus Advisors LLC 45%2,826 3,474
HORIZON ASSET MANAGEMENT INC/NY 360%13,115 16,757 Karp Capital Management Corp sold2,799 0
S&CO INC 62%13,000 33,890 Demars Financial Group, LLC sold2,720 0
Wealthcare Advisory Partners LLC 149%12,938 21,605 Oakmont Partners LLC 27%2,530 6,716
BRAVE ASSET MANAGEMENT INC 16%12,799 90,480 Israel Discount Bank of New York 21%2,502 9,572
Rehmann Capital Advisory Group bought12,744 12,744 BROOKS, MOORE & ASSOCIATES, INC. sold2,500 0
DEUTSCHE BANK AG 14%12,394 102,893 Bedell Investment Counselling 2%2,371 127,738
CENTAURUS FINANCIAL, INC. 350%12,389 15,925 Verdence Capital Advisors LLC sold2,360 0
Psagot Investment House Ltd. bought12,012 12,012 Cetera Investment Advisers 11%2,348 18,600
RT Capital Management, LLC 12%11,760 107,648 MOULTON WEALTH MANAGEMENT, INC sold2,313 0
Steward Partners Investment Advisory, LLC 26%11,485 56,494 MANUFACTURERES LIFE INSURANCE CO 48%2,205 2,433
Williams Jones Wealth Management, LLC. 37%11,445 42,318 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 3%2,168 76,024
Arete Wealth Advisors, LLC 187%11,236 17,242 Canton Hathaway, LLC 20%2,091 8,500
Avestar Capital, LLC 65%11,065 28,054 Kingsview Wealth Management, LLC sold2,085 0
Aevitas Wealth Management, Inc. 27%10,940 51,309 AlphaCore Capital LLC 10%2,069 19,155
IFP Advisors, Inc 35%10,443 39,933 Compagnie Lombard, Odier SCA sold2,020 0
Independent Family Office, LLC 26%10,428 49,986 Covenant Multifamily Offices, LLC 20%2,017 8,253
FIRST MERCANTILE TRUST CO bought10,329 10,329 QUADRANT CAPITAL GROUP LLC sold2,000 0
Sepio Capital, LLC 118%10,139 18,702 FIRST NATIONAL CORP /MA/ /ADV sold1,975 0
PagnatoKarp Partners LLC bought10,080 10,080 PEAPACK GLADSTONE FINANCIAL CORP sold1,945 0
HUSSMAN ECONOMETRICS ADVISORS, INC. 200%10,000 15,000 BADGLEY PHELPS & BELL INC sold1,942 0
Goss Wealth Management LLC 61%9,980 26,214 Mader & Shannon Wealth Management, Inc. 1%1,940 128,362
CAPITAL ONE, NATIONAL ASSOCIATION bought9,966 9,966 Cypress Capital Group sold1,920 0
Circle Wealth Management, LLC bought9,935 9,935 Financial Advantage, Inc. 2%1,877 85,050
Newport Wealth Strategies, Inc. 326%9,900 12,934 BERRY GROUP, LLC sold1,856 0
Bayesian Capital Management, LP bought9,874 9,874 Livingston Group Asset Management CO (operating as Southport Capital Management) sold1,852 0
Blue Creek Investment Partners, LLC 12%9,863 92,945 Perennial Investment Advisors, LLC sold1,825 0
CAPITAL ONE FINANCIAL CORP bought9,844 9,844 Sage Capital Advisors,llc sold1,805 0
Blue Sky Asset Management, LLC bought9,655 9,655 Gladstone Institutional Advisory LLC 13%1,795 11,591
Advisory Services Network, LLC 61%9,525 25,032 Voya Financial Advisors, Inc. 9%1,795 18,802
Global Retirement Partners, LLC 81%9,415 20,969 Grandview Asset Management LLC 42%1,782 2,496
SPROTT INC. 668%9,347 10,747 Centric Wealth Management sold1,764 0
Rathbone Brothers plc 6%9,320 166,004 Virtue Capital Management, LLC sold1,764 0
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 265%9,158 12,608 WEXFORD CAPITAL LLC sold1,761 0
SCHARF INVESTMENTS, LLC 35%9,150 35,337 Strategic Wealth Management Group, LLC sold1,739 0
JAMES INVESTMENT RESEARCH INC bought9,124 9,124 ST GERMAIN D J CO INC sold1,716 0
AlphaStar Capital Management, LLC bought9,102 9,102 BOURGEON CAPITAL MANAGEMENT LLC 30%1,700 3,924
PICTON MAHONEY ASSET MANAGEMENT 81%8,960 20,040 Titan Capital Management, LLC /CA sold1,668 0
NEXT Financial Group, Inc 35%8,907 34,237 ABSOLUTE INVESTMENT MANAGEMENT LLC 9%1,660 17,247
TOCQUEVILLE ASSET MANAGEMENT LP 16%8,828 62,908 GAMCO INVESTORS, INC. ET AL 6%1,652 26,145
MISSION CREEK CAPITAL PARTNERS, INC bought8,775 8,775 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 5%1,639 32,551
Rice Partnership, LLC 13%8,321 74,520 greenwich Wealth Management LLC sold1,560 0
BAROMETER CAPITAL MANAGEMENT INC. bought8,000 8,000 Advisor Group, Inc. 1%1,555 224,752
AMERITAS INVESTMENT CORP 173%7,959 12,549 MACQUARIE GROUP LTD 4%1,554 40,440
BALDWIN BROTHERS INC/MA 21%7,793 45,528 United Asset Strategies, Inc. 2%1,545 96,494
HPM Partners LLC 9%7,659 95,951 Sullivan, Bruyette, Speros & Blaney, Inc. 6%1,535 22,474
DAVIDSON D A & CO 33%7,643 31,065 Secure Asset Management, LLC sold1,522 0
Evercore Wealth Management, LLC 9%7,643 96,811 CRA Financial Services, LLC sold1,515 0
SHIKIAR ASSET MANAGEMENT INC 112%7,550 14,300 Palisades Hudson Asset Management, L.P. 16%1,503 7,885
Billeaud Capital Management, Inc. 3%7,489 279,636 Daiwa Securities Group Inc. 19%1,500 6,600
SYNOVUS FINANCIAL CORP 34%7,418 29,313 First City Capital Management, Inc. sold1,450 0
Skylands Capital, LLC 448%7,400 9,050 HOLLENCREST SECURITIES LLC 35%1,435 2,673
GeoWealth Management, LLC 119%7,325 13,482 Archer Investment Corp 39%1,392 2,192
Mirae Asset Global Investments Co., Ltd. 7%7,276 116,677 NKCFO LLC 14%1,390 8,475
Parcion Private Wealth LLC 21%7,167 41,383 PBMares Wealth Management LLC 48%1,383 1,496
Toroso Investments, LLC 25%7,127 36,073 Clarius Group, LLC sold1,376 0
Elevated Capital Advisors, LLC 94%7,030 14,538 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 4%1,353 33,943
EFG Asset Management (Americas) Corp. 100%6,944 13,891 Efficient Advisors, LLC 18%1,343 6,031
LINCOLN NATIONAL CORP 19%6,901 42,995 Harvest Fund Management Co., Ltd 88%1,324 174
ACORN FINANCIAL ADVISORY SERVICES INC /ADV bought6,822 6,822 TCI Wealth Advisors, Inc. 46%1,259 1,460
INGALLS & SNYDER LLC 23%6,675 35,513 ATHENA CAPITAL ADVISORS LLC 2%1,234 52,584
Laidlaw Wealth Management LLC bought6,658 6,658 Sterling Investment Management, Inc. 3%1,234 44,671
Pettinga Financial Advisors, LLC 10%6,635 70,586 Jacobi Capital Management LLC 2%1,230 53,194
Mariner Wealth Advisors, LLC 2%6,572 292,195 Verde Capital Management 46%1,223 1,449
Procyon Private Wealth Partners, LLC bought6,569 6,569 Brio Consultants, LLC 2%1,221 64,800
WESBANCO BANK INC 94%6,322 13,037 Focused Wealth Management, Inc 78%1,176 337
Brookstone Capital Management 4%6,221 158,557 Ausdal Financial Partners, Inc. 6%1,172 17,414
Arkadios Wealth Advisors bought6,190 6,190 Summit Financial Wealth Advisors, LLC 25%1,160 3,399
Financial Services Advisory Inc bought6,189 6,189 MANCHESTER FINANCIAL INC 44%1,150 1,458
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought6,147 6,147 Moors & Cabot, Inc. 7%1,104 15,226
Stratos Wealth Advisors, LLC 291%6,121 8,228 Kovack Advisors, Inc. 29%1,099 2,638
HUNTINGTON ASSET ADVISORS, INC. bought6,100 6,100 Goldstein Munger & Associates 2%1,093 65,256
SCOTIA CAPITAL INC. 7%6,090 95,167 Cranbrook Wealth Management, LLC 3%1,024 31,461
LAKE STREET ADVISORS GROUP, LLC 219%6,000 8,743 Greytown Advisors Inc. 3%1,009 38,952
Summit X, LLC 309%5,845 7,737 THORNBURG INVESTMENT MANAGEMENT INC 29%1,003 2,516
FIERA SCEPTRE INC. 10%5,604 59,136 Warren Averett Asset Management, LLC 42%1,000 1,384
Intellectus Partners, LLC 37%5,578 20,699 ACADIAN ASSET MANAGEMENT LLC sold973 0
Independence Bank of Kentucky 195%5,560 8,410 American Investment Services, Inc. 18%968 4,539
Gryphon Financial Partners LLC bought5,559 5,559 HANCOCK HOLDING CO 8%963 10,766
Strategic Blueprint, LLC bought5,466 5,466 MURPHY CAPITAL MANAGEMENT INC 9%935 9,520
Clear Creek Financial Management, LLC 157%5,459 8,946 HOWLAND CAPITAL MANAGEMENT INC 3%935 33,189
Multi-Financial Securities Corp 5%5,436 120,128 FIDUCIARY TRUST CO 1%929 70,208
SUMITOMO MITSUI FINANCIAL GROUP, INC. 7%5,326 77,777 CLIFFORD SWAN INVESTMENT COUNSEL LLC 4%925 24,321
WASHINGTON TRUST CO bought5,325 5,325 Truvestments Capital LLC sold923 0
Smart Money Group LLC bought5,307 5,307 Hollow Brook Associates LLC 5%919 18,784
Capital Asset Advisory Services LLC 9,800%5,096 5,148 Samalin Investment Counsel, LLC sold901 0
Summit Trail Advisors, LLC 275%5,085 6,932 ROTHSCHILD INVESTMENT CORP /IL 17%865 4,265
Legacy Wealth Partners, Inc. bought5,063 5,063 Capital Investment Advisors, LLC 7%835 10,575
Ramius LLC 11%5,000 50,000 NOTTINGHAM ADVISORS, INC. 18%830 3,759
CAROLINAS WEALTH CONSULTING LLC bought4,971 4,971 Modera Wealth Management, LLC 13%821 5,685
AMERIPRISE FINANCIAL INC 1%4,893 869,812 Castle Rock Wealth Management, LLC 12%795 5,860
Visionary Wealth Advisors bought4,854 4,854 Carroll Financial Associates, Inc. 12%794 5,584
BFSG, LLC 5%4,843 100,541 Peregrine Asset Advisers, Inc. 49%777 794
Integrated Advisors Network LLC 31%4,801 20,332 Sugarloaf Wealth Management, LLC sold773 0
Baird Financial Group, Inc. bought4,768 4,768 Thor Advisors, LLC sold771 0
D.B. Root & Company, LLC 22%4,712 26,619 Biltmore Family Office, LLC 30%750 1,735
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 45%4,700 15,144 Capital Bank & Trust Co 12%750 5,680
Sarasin & Partners LLP 14%4,677 38,868 Venturi Wealth Management, LLC sold744 0
OKABENA INVESTMENT SERVICES INC 9%4,652 55,595 Jordan Park Group LLC 5%718 12,575
Aspire Private Capital, LLC 23%4,575 24,465 Raab & Moskowitz Asset Management LLC sold700 0
Cribstone Capital Management, LLC 19%4,531 28,767 Gradient Investments LLC 26%696 1,997
Lido Advisors, LLC 68%4,466 11,013 FIRST COMMONWEALTH FINANCIAL CORP /PA/ 14%677 4,057
ROCKLAND TRUST CO 2%4,415 297,094 Tarbox Group, Inc. 18%652 2,941
Omnia Family Wealth, LLC 14%4,413 36,753 Zhang Financial LLC 22%651 2,317
MONECO Advisors, LLC 111%4,383 8,341 FIRST TRUST ADVISORS LP 13%646 4,376
Aurora Private Wealth, Inc. bought4,350 4,350 Bogart Wealth, LLC 27%642 1,770
Meridian Wealth Advisors, LLC 158%4,322 7,054 MOTCO 1%635 69,846
Rockefeller Capital Management L.P. 11%4,273 43,019 Winslow, Evans & Crocker, Inc. 8%626 7,150
Lincoln Capital LLC 95%4,185 8,595 Pinnacle Family Advisors, LLC 7%615 8,450
360 Financial, Inc. 5%4,104 91,225 Great Diamond Partners, LLC sold615 0
ATRIA INVESTMENTS LLC 5%4,103 80,756 GRIMES & COMPANY, INC. 11%613 4,950
Great Lakes Retirement, Inc. bought4,087 4,087 G&S Capital LLC 46%600 705
WealthBridge Capital Management, LLC 86%4,058 8,804 Butler Wick Trust CO 18%600 2,676
IRIDIAN ASSET MANAGEMENT LLC/CT bought4,022 4,022 Gradient Capital Advisors, LLC 14%590 3,635
MOSELEY INVESTMENT MANAGEMENT INC bought4,000 4,000 WT Wealth Management 23%575 1,970
Capstone Investment Advisors, LLC 82%3,968 8,808 PRIVATE ASSET MANAGEMENT INC 30%575 1,367
FRANKLIN RESOURCES INC 12%3,917 37,665 Wallington Asset Management, LLC 1%570 62,204
BRADLEY FOSTER & SARGENT INC/CT 2%3,913 207,585 Argent Advisors, Inc. sold570 0
TWIN FOCUS CAPITAL PARTNERS, LLC 5%3,903 87,429 ENTERPRISE FINANCIAL SERVICES CORP 85%562 100
Parsec Financial Management, Inc. bought3,901 3,901 Emerald Investment Partners, LLC 15%550 3,039
Harvest Investment Services, LLC bought3,842 3,842 MorganRosel Wealth Management, LLC 4%541 13,127
NORTHERN OAK CAPITAL MANAGEMENT INC bought3,784 3,784 Blue Fin Capital, Inc. 2%531 24,676
Western Wealth Management, LLC 27%3,773 17,811 KCM INVESTMENT ADVISORS LLC 10%531 5,037
TRANSCEND WEALTH COLLECTIVE, LLC 20%3,757 22,444 Tradewinds Capital Management, LLC 23%506 1,729
BCJ Capital Management, LLC 61%3,702 9,806 WHITTIER TRUST CO OF NEVADA INC 20%500 1,990
WEDBUSH MORGAN SECURITIES INC 14%3,582 29,408 Belmont Capital, LLC 71%500 201
WOLVERINE ASSET MANAGEMENT LLC bought3,570 3,570 Pacitti Group Inc. 7%496 6,945
ASSOCIATED BANC-CORP 15%3,547 27,665 Lenox Wealth Advisors, Inc. sold486 0
Hartland & Co., LLC 53%3,534 10,226 Old North State Trust, LLC sold481 0
Fortis Capital Management LLC bought3,524 3,524 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14%475 2,959
SIGNATUREFD, LLC 29%3,510 15,699 Allen Capital Group, LLC 16%475 2,471
Alpha Cubed Investments, LLC 38%3,490 12,677 Donald L. Hagan, LLC 3%470 13,829
BBK Capital Partners, LLC bought3,465 3,465 CX Institutional sold469 0
Sterling Investment Advisors, Ltd. 12%3,460 32,820 Valeo Financial Advisors, LLC 8%456 5,337
Cardan Capital Partners, LLC bought3,455 3,455 CONTRAVISORY INVESTMENT MANAGEMENT, INC. sold450 0
SENTINEL PENSION ADVISORS INC 145%3,440 5,807 Tatro Capital, LLC 2%449 22,992
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. bought3,437 3,437 Hamilton Wealth, LLC 1%435 52,937
STATE STREET CORP 1%3,421 537,154 Mutual Advisors, LLC 6%426 7,159
MONETA GROUP INVESTMENT ADVISORS INC bought3,398 3,398 Global Trust Asset Management, LLC 59%425 290
Minot Wealth Management LLC 37%3,279 12,245 Simmons Bank 7%422 5,940
Hudock Moyer Wealth Resources, LLC 51%3,252 9,660 TELEMUS CAPITAL, LLC 8%422 4,595
Fortis Advisors, LLC 322%3,225 4,226 CULLEN FROST BANKERS INC 21%420 1,617
SkyOak Wealt, LLC bought3,164 3,164 Nadler Financial Group, Inc. 1%419 44,944
PFG Advisors 36%3,097 11,729 ANDERSON FISHER LLC 81%418 97
Westshore Wealth, LLC bought3,092 3,092 FormulaFolio Investments, LLC 6%415 6,477
THRIVENT FINANCIAL FOR LUTHERANS 20%3,091 18,206 Cornerstone Wealth Management, LLC 8%414 4,892
BAINCO INTERNATIONAL INVESTORS 2%3,075 127,306 Colonial Asset Management, Inc. 5%412 7,908
Brick & Kyle, Associates bought3,050 3,050 Soltis Investment Advisors LLC 9%405 3,986
Buckingham Asset Management, LLC 34%3,047 11,938 DORCHESTER WEALTH MANAGEMENT Co 12%400 2,855
JMG Financial Group, Ltd. bought3,045 3,045 Baker Ellis Asset Management LLC 4%400 10,327
MAVEN SECURITIES Ltd bought3,000 3,000 Iron Financial, LLC 14%397 2,519
Banque Cantonale Vaudoise 343%2,987 3,858 COLONY GROUP LLC 0%392 307,939
Krasney Financial LLC bought2,976 2,976 Pinnacle Wealth Planning Services, Inc. 9%390 4,114
Empirical Financial Services, LLC bought2,975 2,975 Hoover Financial Advisors, Inc. 3%385 10,948
Vivaldi Capital Management, LLC 49%2,933 8,917 WMS Partners, LLC 11%385 3,022
TOWNSQUARE CAPITAL LLC bought2,911 2,911 FARMERS & MERCHANTS INVESTMENTS INC 5%384 7,107
1 NORTH WEALTH SERVICES LLC 6%2,813 48,312 55I, LLC 19%383 1,644
Turim 21 Investimentos Ltda. bought2,750 2,750 SNS Financial Group, LLC 15%382 2,103
Frontier Wealth Management LLC 74%2,744 6,453 Game Creek Capital, LP 2%375 20,875
ALPINE WOODS CAPITAL INVESTORS, LLC bought2,700 2,700 HOWARD WEALTH MANAGEMENT, LLC sold370 0
NORTHSTAR WEALTH PARTNERS LLC 17%2,662 18,482 Flaharty Asset Management, LLC 13%370 2,389
H D Vest Advisory Services 3%2,654 90,832 Patriot Investment Management Inc. 13%360 2,355
Private Wealth Strategies, L.L.C. 18%2,608 17,125 CONFLUENCE INVESTMENT MANAGEMENT LLC 18%328 1,516
SCS Capital Management LLC 4%2,601 66,934 LEVEL FOUR ADVISORY SERVICES, LLC 2%326 20,810
Argent Trust Co 75%2,591 6,028 Salomon & Ludwin, LLC 77%322 94
Anfield Capital Management, LLC 840%2,561 2,866 Wall Street Access Asset Management, LLC 5%317 6,194
HAMEL ASSOCIATES, INC. 111%2,550 4,850 Private Harbour Investment Management & Counsel, LLC 3%315 9,899
FARR MILLER & WASHINGTON LLC/DC bought2,497 2,497 XML Financial, LLC 1%310 28,897
Firestone Capital Management 48%2,488 7,688 OLD SECOND NATIONAL BANK OF AURORA 34%305 604
UNIONBANCAL CORP 14%2,488 20,303 CITIZENS FINANCIAL GROUP INC/RI 17%304 1,533
ARQ WEALTH ADVISORS, LLC bought2,444 2,444 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 7%300 4,205
PATTEN & PATTEN INC/TN 86%2,415 5,211 Douglass Winthrop Advisors, LLC 13%300 2,081
Empire Life Investments Inc. bought2,381 2,381 BSW Wealth Partners 7%296 4,227
NICOLET ADVISORY SERVICES, LLC bought2,367 2,367 Cottage Street Advisors LLC 12%291 2,078
Vigilant Capital Management, LLC 4%2,360 59,850 Sandy Spring Bank 13%285 1,986
Hyperion Capital Advisors LP bought2,328 2,328 V Wealth Management,LLC 4%280 6,068
GUGGENHEIM CAPITAL LLC 3%2,314 75,964 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2%276 15,447
Princeton Global Asset Management LLC 20%2,301 13,790 KANAWHA CAPITAL MANAGEMENT LLC 8%272 3,213
Vigilare Wealth Management 81%2,220 4,955 We Are One Seven, LLC 3%261 8,296
HYA Advisors, Inc bought2,200 2,200 PEDDOCK CAPITAL ADVISORS, LLC sold250 0
Wolff Financial Management LLC 89%2,188 4,655 Paradigm Financial Advisors, LLC 7%250 3,146
Claraphi Advisory Network, LLC 5%2,184 46,870 Solstein Capital, LLC 17%240 1,140
GW HENSSLER & ASSOCIATES LTD bought2,178 2,178 TIEMANN INVESTMENT ADVISORS, LLC 3%240 7,360
HOHIMER WEALTH MANAGEMENT, LLC bought2,165 2,165 Financial Advisory Service, Inc. 4%239 5,114
Covington Capital Management 4%2,162 60,203 Comprehensive Portfolio Management, LLC 4%228 6,266
Essex Financial Services, Inc. 95%2,160 4,440 Koshinski Asset Management, Inc. 2%220 9,088
Family Management Corp bought2,145 2,145 Columbus Macro, LLC 3%211 7,335
Beacon Pointe Advisors, LLC 32%2,134 8,740 MBE Wealth Management, LLC 10%211 1,902
RAYMOND JAMES TRUST CO 28%2,111 9,784 Cordasco Financial Network 20%205 820
DOHENY ASSET MANAGEMENT /CA bought2,100 2,100 Torch Wealth Management LLC 4%200 4,303
PARK AVENUE SECURITIES LLC 31%2,088 8,796 CLS INVESTMENT FIRM, LLC sold197 0
ELEMENT POINTE ADVISORS, LLC 3%2,085 61,731 Oscan Associates Inc. 4%195 4,165
OneAscent Financial Services LLC bought2,073 2,073 Kingfisher Capital LLC 5%191 3,589
Plante Moran Financial Advisors Ltd Partnership 17%2,043 14,201 ATTICUS WEALTH MANAGEMENT, LLC 13%185 1,286
FALCON POINT CAPITAL, LLC bought2,040 2,040 Copperwynd Financial, LLC 5%170 3,315
PARSONS CAPITAL MANAGEMENT INC/RI 12%2,027 18,644 Lighthouse Financial Advisors, Inc. sold170 0
DIMENSION CAPITAL MANAGEMENT PARTNERS 24%2,012 10,420 Prospera Financial Services 1%168 25,445
S. MUOIO & CO. LLC bought2,000 2,000 Swan Wealth Advisors, Inc. 0%167 51,900
Global Endowment Management, LP 7%2,000 30,000 CWM, LLC 1%161 13,842
M&T BANK CORP 3%1,989 66,161 BOENNING & SCATTERGOOD, INC. 4%160 4,025
Moser Wealth Advisors, LLC bought1,985 1,985 TOBIAS FINANCIAL ADVISORS, INC. sold160 0
SeaCrest Wealth Management, LLC 14%1,943 15,751 Providence Capital Advisors, LLC sold155 0
PRIVATE CAPITAL MANAGEMENT LLC bought1,927 1,927 SVB Wealth Advisory, Inc. 9%154 1,624
Stearns Financial Services Group 58%1,923 5,257 SHINE INVESTMENT ADVISORY SERVICES INC 45%150 181
Atwater Malick LLC bought1,900 1,900 LUCAS CAPITAL MANAGEMENT 1%147 12,490
Newman Dignan & Sheerar, Inc. 17%1,876 12,604 Stony Point Wealth Management Inc. 7%145 1,975
REGIONS FINANCIAL CORP 22%1,875 10,299 Financial Gravity Wealth, Inc. sold143 0
First Financial Bank, N.A. - Trust Division 62%1,870 4,888 Oakworth Capital, Inc. 0%141 35,305
Fairhaven Wealth Management, LLC bought1,866 1,866 Modus Advisors, LLC 1%138 12,624
Miracle Mile Advisors, LLC 22%1,836 10,270 Meridian Wealth Management, LLC 2%135 8,611
BARD ASSOCIATES INC bought1,831 1,831 Weaver Consulting Group 1%130 13,889
Veritable, L.P. 13%1,811 15,348 ARLINGTON PARTNERS LLC 3%126 3,874
Strategic Wealth Designers 11%1,796 18,785 Diversified Trust Co 7%125 1,608
Ascension Capital Advisors, Inc. bought1,795 1,795 Bragg Financial Advisors, Inc 6%120 1,945
F&V Capital Management, LLC 41%1,790 6,150 ALESCO ADVISORS LLC 6%120 1,799
Trust Co of Kansas bought1,770 1,770 Adviser Investments LLC 3%120 4,335
Baldrige Asset Management LLC bought1,749 1,749 BEESE FULMER INVESTMENT MANAGEMENT, INC. 3%116 4,228
Auxano Advisors, LLC bought1,748 1,748 Relyea Zuckerberg Hanson LLC 2%115 4,707
NAPLES GLOBAL ADVISORS, LLC bought1,745 1,745 Pratt Collard Advisory Partners LLC 4%115 2,995
LEVIN CAPITAL STRATEGIES, L.P. 4%1,700 48,607 Advisors Capital Management, LLC 5%114 2,240
Institute for Wealth Management, LLC. 612%1,688 1,964 United Capital Management of KS, Inc. 4%112 2,451
Homrich & Berg 27%1,680 7,981 Beaumont Financial Partners, LLC 7%110 1,462
PRUDENTIAL FINANCIAL INC bought1,672 1,672 FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 1%107 8,712
SEARLE & CO. bought1,646 1,646 Prestige Wealth Management Group LLC 44%105 132
BRIGHTON JONES LLC 64%1,642 4,226 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3%105 3,377
HOWARD FINANCIAL SERVICES, LTD. bought1,593 1,593 CORSAIR CAPITAL MANAGEMENT LLC 2%101 4,704
DFPG INVESTMENTS, INC. 25%1,554 7,661 SMITH, MOORE & CO. 1%100 14,788
Atlantic Trust Group, LLC 2%1,539 71,409 EASTERN BANK 6%100 1,633
Freestone Capital Holdings, LLC bought1,529 1,529 THOMPSON SIEGEL & WALMSLEY LLC 1%100 8,395
WETHERBY ASSET MANAGEMENT INC 24%1,517 7,961 Claro Advisors LLC 4%97 2,615
Joel Isaacson & Co., LLC 22%1,498 8,216 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 5%96 1,902
Americana Partners, LLC 5%1,497 30,404 GYL FINANCIAL SYNERGIES, LLC 4%95 2,459
Polaris Wealth Advisers, LLC bought1,493 1,493 HYMAN CHARLES D 0%95 23,224
Lee Capital Holdings LLC bought1,478 1,478 Regal Wealth Group, Inc. 16%95 490
Pictet & Cie (Europe) SA 6%1,477 27,742 PIN OAK INVESTMENT ADVISORS INC 1%93 6,527
Rosenberg Matthew Hamilton bought1,476 1,476 Outlook Wealth Advisors, LLC 1%89 8,901
DOWLING & YAHNKE INC bought1,475 1,475 THOROUGHBRED FINANCIAL SERVICES, LLC 5%80 1,579
OXFORD FINANCIAL GROUP LTD bought1,463 1,463 Integrys Wealth Advisors LLC 3%75 2,555
IEQ CAPITAL, LLC 14%1,448 11,486 Titus Wealth Management 2%75 4,564
Investors Financial Group, LLC bought1,427 1,427 APPLETON PARTNERS INC/MA 2%72 3,928
Meridian Wealth Partners, LLC bought1,404 1,404 Danda Trouve Investment Management, Inc. 2%71 3,088
DOLIVER CAPITAL ADVISORS, INC. 64%1,395 3,563 Burns Wealth Management, Inc. 3%70 1,961
180 WEALTH ADVISORS, LLC bought1,389 1,389 McIlrath & Eck, LLC 7%61 874
Copperleaf Capital, LLC bought1,383 1,383 Weil Company, Inc. sold60 0
UNIVEST CORP OF PENNSYLVANIA bought1,375 1,375 Wealthstar Advisors, LLC 1%60 4,522
JGP Wealth Management, LLC bought1,375 1,375 CHARTER RESEARCH & INVESTMENT GROUP, INC. 1%60 11,719
Crescent Grove Advisors, LLC bought1,367 1,367 FRONTIER INVESTMENT MGMT CO 2%58 2,721
Lafayette Investments, Inc. bought1,367 1,367 DELTA ASSET MANAGEMENT LLC/TN 5%55 964
Bernardo Wealth Planning LLC bought1,354 1,354 Valmark Advisers, Inc. 1%55 4,777
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 35%1,353 5,230 Endurance Wealth Management, Inc. 5%54 1,023
Resonant Capital Advisors, LLC bought1,351 1,351 Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3%53 1,624
WELCH & FORBES LLC bought1,350 1,350 AJ WEALTH STRATEGIES, LLC 2%51 2,152
HoyleCohen, LLC 17%1,350 9,201 OLD DOMINION CAPITAL MANAGEMENT INC 3%50 1,935
Integrated Investment Consultants, LLC 21%1,345 7,780 SECURITY NATIONAL TRUST CO sold50 0
FIRST MIDWEST BANK TRUST DIVISION 7%1,341 20,255 Lake Point Wealth Management 93%50 4
Capital Advantage, Inc. bought1,329 1,329 Crestwood Advisors LLC 0%45 57,500
OLD NATIONAL BANCORP /IN/ 23%1,316 7,061 Country Club Trust Company, n.a. 1%45 4,618
Blue Chip Partners, Inc. bought1,313 1,313 Gierl Augustine Investment Management Inc 3%40 1,318
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 63%1,297 3,354 Marks Group Wealth Management, Inc 1%40 3,044
Chicago Partners Investment Group LLC bought1,293 1,293 PFG Financial Advisors 1%39 4,565
Bell & Brown Wealth Advisors, LLC bought1,250 1,250 JNBA Financial Advisors 3%30 1,121
Van Leeuwen & Company, LLC 5%1,247 27,956 PENINSULA ASSET MANAGEMENT INC 1%25 2,023
BRYN MAWR TRUST CO/PA 6%1,231 21,165 TrinityPoint Wealth, LLC 0%23 6,253
MEYER HANDELMAN CO 23%1,200 6,400 Pinnacle Wealth Management Advisory Group, LLC 1%20 1,755
GREAT VALLEY ADVISOR GROUP, INC. 20%1,179 7,190 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 1%20 1,780
GenTrust, LLC 14%1,170 9,809 MONTAG A & ASSOCIATES INC 0%20 14,781
SeaBridge Investment Advisors LLC 225%1,170 1,690 Cumberland Partners Ltd 1%20 2,014
Maryland Capital Management, LLC 7%1,160 17,398 Transamerica Financial Advisors, Inc. 16%19 101
Edge Wealth Management LLC 35%1,149 4,413 Asset Planning Services, Ltd. 1%19 1,470
Personal Capital Advisors Corp 37%1,146 4,228 Fort Point Capital Partners, LLC 0%19 19,097
Fisher Asset Management, LLC(Kenneth L. Fisher) 68%1,136 2,813 Windsor Group LTD 1%18 2,879
Hanson McClain, Inc. 24%1,127 5,845 FORBES J M & CO LLP 1%14 1,415
Capital Investment Advisory Services, LLC 22%1,120 6,220 TSP Capital Management Group, LLC 0%14 55,935
Red Door Wealth Management, LLC bought1,108 1,108 JFS WEALTH ADVISORS, LLC 4%13 300
TSFG, LLC 153%1,076 1,779 Fulton Breakefield Broenniman LLC 1%11 1,649
PALLADIUM PARTNERS LLC 19%1,050 6,643 HARBOR INVESTMENT ADVISORY, LLC 0%10 11,966
Joseph P. Lucia & Associates, LLC 71%1,032 2,487 Stonebridge Capital Advisors LLC 0%10 2,135
Sowa Financial Group, Inc. bought1,031 1,031 Centerpoint Advisors, LLC sold10 0
Ruffer LLP 30%1,008 4,390 Addison Capital Co 0%10 5,304
Camden Capital, LLC 11%1,007 10,156 Coastal Capital Group, Inc. 1%9 731
PRW Wealth Management LLC 17%1,000 7,000 KFA Private Wealth Group, LLC 1%9 1,691
Stelac Advisory Services LLC bought1,000 1,000 NBT BANK N A /NY 0%8 1,766
Caption Management, LLC 78%1,000 2,280 TFG Advisers LLC 0%5 1,407
Elephas Investment Management Ltd bought1,000 1,000 Paul A. Violich, Inc. 0%5 31,450
JACKSON SQUARE CAPITAL, LLC bought1,000 1,000 HARBOUR INVESTMENT MANAGEMENT LLC 0%5 1,887
Total Clarity Wealth Management, Inc. 94%997 2,059 Wealthstreet Investment Advisors, LLC 0%4 1,480
CAMBRIDGE TRUST CO 31%970 4,135 Laurel Wealth Advisors LLC 0%4 8,102
NWAM LLC 15%970 7,456 PROFFITT & GOODSON INC 1%4 690
Moloney Securities Asset Management, LLC 38%969 3,532 Squar Milner Financial Services LLC 0%3 5,300
Patriot Financial Group Insurance Agency, LLC 93%960 1,990 Change Path, LLC 2%3 164
Linscomb & Williams, Inc. 35%960 3,665 Silicon Hills Wealth Management, LLC sold3 0
California Capital Advisors, Inc. 24%953 4,891 FFCM LLC sold3 0
STEPHENS INC /AR/ 6%944 16,688 Larson Financial Group LLC 0%1 313
Atlas Brown,Inc. 51%900 2,655 Richard Bernstein Advisors LLC 9%1 10
EVERGREEN CAPITAL MANAGEMENT LLC 11%900 9,002 BRIGADE CAPITAL MANAGEMENT, LLC no change 600,000
HC FINANCIAL ADVISORS INC bought890 890 White Lighthouse Investment Management Inc. no change 5,743
COMMERCE BANK N A/MO 10%872 9,555 Grandfield & Dodd, LLC no change 5,727
Perennial Advisors, LLC 2%863 37,126 CPCM, LLC no change 8,396
Narwhal Capital Management 3%855 28,651 Invesco Ltd. no change 409,515
Quantum Capital Management, LLC / NJ 3%844 31,769 BANK OF NOVA SCOTIA / no change 585,000
Lucia Wealth Services, LLC 664%843 970 Nelson Roberts Investment Advisors, LLC no change 5,900
Forefront Analytics, LLC bought838 838 LBMC INVESTMENT ADVISORS, LLC no change 1,974
ProVise Management Group, LLC 42%807 2,741 GABLES CAPITAL MANAGEMENT INC. no change 6,470
TRUE Private Wealth Advisors 39%802 2,866 Svenska Handelsbanken AB (publ) no change 5,500
Northeast Financial Consultants Inc 9%800 9,548 BECK MACK & OLIVER LLC no change 7,834
Nicholas Hoffman & Company, LLC. 11%782 7,957 Eagle Capital Management, LLC no change 2,130
Charles Schwab Investment Advisory, Inc. 30%751 3,280 Ariel Capital Advisors, LLC no change 8,400
KILEY JUERGENS WEALTH MANAGEMENT, LLC 6%750 12,877 Indiana Trust & Investment Management CO no change 6,118
Segment Wealth Management, LLC 4%735 18,159 BigSur Wealth Management LLC no change 7,115
CREATIVE FINANCIAL DESIGNS INC /ADV 278%731 994 M. Kraus & Co no change 6,029
BANK OF STOCKTON 23%726 3,911 CARRET ASSET MANAGEMENT no change 6,067
WESCAP Management Group, Inc. 6%718 12,010 Orbis Allan Gray Ltd no change 1,613,664
LCNB CORP 39%715 2,562 A. D. Beadell Investment Counsel, Inc. no change 8,285
Streettalk Advisors, LLC 4%708 19,251 BOSTON FINANCIAL MANGEMENT INC /MA no change 5,706
St. Johns Investment Management Company, LLC bought705 705 CSS LLC/IL no change 7,000
Strategic Investment Advisors / MI 7%691 10,385 Filament LLC no change 1,460
Lion Street Advisors, LLC bought678 678 DF DENT & CO INC no change 1,533
NORTH STAR ASSET MANAGEMENT INC 4%676 18,038 EXCALIBUR MANAGEMENT CORP no change 1,453
MASSMUTUAL TRUST CO FSB/ADV bought665 665 Pacific Center for Financial Services no change 1,357
Lagoda Investment Management, L.P. bought650 650 Taylor Hoffman Wealth Management no change 343
Capital Square, LLC bought647 647 CHEMUNG CANAL TRUST CO no change 2,000
GRT CAPITAL PARTNERS LLC 33%615 2,492 swisspartners Advisors Ltd no change 20,660
RETIREMENT INCOME SOLUTIONS, INC 7%612 8,783 Yale Capital CORP no change 19,610
Cedar Wealth Management, LLC 6%607 11,164 BOOTHBAY FUND MANAGEMENT, LLC no change 2,000
Royal Fund Management, LLC bought604 604 Regis Management CO LLC no change 2,000
vontobel swiss wealth advisors AG 11%594 5,819 PRICE T ROWE ASSOCIATES INC /MD/ no change 1,900
tru Independence LLC bought589 589 Conservest Capital Advisors, Inc. no change 18,526
Golden State Wealth Management, LLC bought588 588 Lesa Sroufe & Co no change 1,810
HUNTINGTON NATIONAL BANK 2%587 30,791 PERRITT CAPITAL MANAGEMENT INC no change 1,811
Efficient Wealth Management LLC bought585 585 CENTRAL BANK & TRUST CO no change 200
FMR LLC 1%563 92,418 Whitnell & Co. no change 200
WHITTIER TRUST CO 5%552 12,272 CHAI TRUST CO LLC no change 35,000
Benin Management CORP 16%550 3,945 Biltmore Wealth Management, LLC no change 33,085
AVALON ADVISORS L P 1%547 77,665 GRUSS & CO INC no change 52,500
PSI Advisors, LLC bought535 535 GLENMEDE TRUST CO NA no change 99,910
All Terrain Financial Advisors, LLC 12%534 5,047 Bridgewater Associates, Inc.(Raymond Dalio) no change 4,056,627
Barrett Asset Management, LLC 17%530 3,560 TEACHER RETIREMENT SYSTEM OF TEXAS no change 249,793
BROWN BROTHERS HARRIMAN & CO 2%526 25,740 Strategic Wealth Partners, Ltd. no change 33,085
Almanack Investment Partners, LLC. 15%520 3,879 Choate Investment Advisors no change 32,228
Lehman & Derafelo Financial Resources LLC 9%515 5,940 Sageworth Trust Co no change 150
SCHNIEDERS CAPITAL MANAGEMENT LLC 16%515 3,830 SALEM INVESTMENT COUNSELORS INC no change 150
Inlet Private Wealth, LLC 5%500 11,158 TOTH FINANCIAL ADVISORY CORP no change 93
STIFEL FINANCIAL CORP 31%500 2,138 Permanens Capital L.P. no change 8
BBR PARTNERS, LLC 15%500 3,835 SCHWARTZ INVESTMENT COUNSEL INC no change 25,720
Carnegie Capital Asset Management, LLC 5%496 11,174 DIXON HUBARD FEINOUR & BROWN INC/VA no change 2,360
OPTIMUM INVESTMENT ADVISORS 7%490 7,489 FIRST BUSINESS FINANCIAL SERVICES, INC. no change 2,000
Patten Group, Inc. 11%486 4,995 RGT Capital Management, Ltd. no change 38,373
Delta Investment Management, LLC 9%478 5,582 AUA CAPITAL MANAGEMENT, LLC no change 10,410
Well Done, LLC 23%472 2,520 Jupiter Wealth Management LLC no change 11,000
CXI Advisors bought469 469 Nokomis Capital, L.L.C. no change 11,448
Eudaimonia Partners, LLC bought466 466 GRATIA CAPITAL, LLC no change 20,000
Financial Management Professionals, Inc. 126%465 835 GARDNER LEWIS ASSET MANAGEMENT L P no change 21,095
Jackson, Grant Investment Advisers, Inc. bought463 463 Mechanics Bank Trust Department no change 10,200
FIRST HAWAIIAN BANK 21%458 2,648 Oxbow Advisors, LLC no change 10,053
Certified Advisory Corp 12%456 4,319 Pennant Investors, LP no change 156,000
STOCK YARDS BANK & TRUST CO 4%453 10,794 Centerstone Investors, LLC no change 160,661
Bay Harbor Wealth Management, LLC 7%439 6,785 LLBH Private Wealth Management, LLC no change 8,986
Cardinal Capital Management, Inc. bought430 430 Community Bank, N.A. no change 9,042
FSA Wealth Management LLC bought426 426 Horrell Capital Management, Inc. no change 1,985
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3%421 14,858 WINMILL & CO. INC no change 9,100
PARK NATIONAL CORP /OH/ 17%418 2,859 SCHMEIDLER A R & CO INC no change 11,520
CWA Asset Management Group, LLC 10%403 4,495 Allen Investment Management LLC no change 11,631
KLINGENSTEIN FIELDS & CO LLC bought400 400 ORLEANS CAPITAL MANAGEMENT CORP/LA no change 3,700
GOFEN & GLOSSBERG LLC /IL/ 8%400 5,682 ROANOKE ASSET MANAGEMENT CORP/ NY no change 4,315
Barry Investment Advisors, LLC 11%398 4,093 Consolidated Investment Group LLC no change 15,000
HBK Sorce Advisory LLC 4%388 9,280 TrueNorth, Inc. no change 2,600
Hodges Capital Management Inc. 11%385 3,850 HM PAYSON & CO no change 2,400
Old Port Advisors 25%372 1,874 SNOW CAPITAL MANAGEMENT LP (Richard Snow) no change 2,520
TCF National Bank 4%355 8,388 COURAGE CAPITAL MANAGEMENT LLC no change 4,500
RFG Advisory Group, LLC 13%349 2,961 Kovitz Investment Group Partners, LLC no change 5,480
Quantitative Advantage LLC 3%340 11,235 QUEST CAPITAL MANAGEMENT INC /ADV no change 12,160
LGL PARTNERS, LLC 7%340 5,124 Hanson Investment Management no change 9,368
BDO Wealth Advisors, LLC 13%338 2,918 PARTNERS CAPITAL INVESTMENT GROUP, LLP no change 12,310
WEST BANCORPORATION INC bought337 337 LYELL WEALTH MANAGEMENT, LP no change 5,370
AdvisorNet Financial, Inc 1%333 27,843 TCTC Holdings, LLC no change 12,375
Abbrea Capital, LLC 1%325 32,985 Arrowpoint Asset Management, LLC no change 200,000
Partnervest Advisory Services LLC bought320 320 SMITH CAPITAL MANAGEMENT INC /AR/ADV no change 3,645
Budros, Ruhlin & Roe, Inc. 11%315 3,112 DUNCKER STREETT & CO INC no change 1,350
Key FInancial Inc bought315 315 Hartford Financial Management Inc. no change 2,550
New England Private Wealth Advisors LLC 6%311 5,522 Lindbrook Capital, LLC no change 1,226
CALTON & ASSOCIATES, INC. 6%311 5,489 First National Bank of South Miami no change 1,100
Westover Capital Advisors, LLC 1%310 35,571 PITTENGER & ANDERSON INC no change 805
Sound Income Strategies, LLC bought307 307 ADIRONDACK TRUST CO no change 924
VERUS CAPITAL PARTNERS, LLC 8%303 4,283 Chesapeake Wealth Management no change 2,530
Advisors Preferred, LLC 5%302 6,378 BerganKDV Wealth Management, LLC no change 2,514
GFS Advisors, LLC 2%300 17,641 DIAMANT ASSET MANAGEMENT, INC. no change 1,450
W.G. Shaheen & Associates DBA Whitney & Co 18%300 2,000 INTREPID CAPITAL MANAGEMENT INC no change 1,450
Clear Harbor Asset Management, LLC 5%300 6,571 NICOLET BANKSHARES INC no change 1,430
HAVERFORD TRUST CO 3%300 10,300 DEARBORN PARTNERS LLC no change 2,500
DeDora Capital, Inc. 8%298 4,250 Mengis Capital Management, Inc. no change 1,400
ICONIQ Capital, LLC 0%286 536,083 Intersect Capital LLC no change 1,415
PINNACLE ASSOCIATES LTD 3%278 8,504 GANTZERT INVESTMENT CO LLC /ADV no change 800
FIRST AMERICAN TRUST CO 10%278 3,163 Sound View Wealth Advisors Group, LLC no change 2,617
Ironwood Wealth Management, llc 35%277 1,069 Ellis Investment Partners, LLC no change 388
M&R CAPITAL MANAGEMENT INC 9%275 3,350 Capital Advisors, Ltd. LLC no change 2,830
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 1%270 19,780 VALLEY NATIONAL ADVISERS INC no change 353
Clearbridge Advisors, LLC 4%263 6,198 Burt Wealth Advisors no change 315
Stratford Consulting, LLC 11%258 2,511 ATWOOD & PALMER INC no change 286
Clean Yield Group 59%255 690 Premier Asset Managment LLC no change 2,900
EATON VANCE MANAGEMENT 3%251 9,115 Allred Capital Management, LLC no change 438
Granite Investment Advisors, Inc. 14%250 1,990 ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC no change 448
S.A. Mason LLC 6%250 4,579 TRUEWEALTH LLC no change 609
Welch Group, LLC 5%249 5,775 Pacifica Partners Inc. no change 640
IndexIQ Advisors LLC 57%242 664 NTV ASSET MANAGEMENT LLC no change 1,935
Hillcrest Wealth Advisors - NY, LLC 9%238 3,038 PEOPLES FINANCIAL SERVICES CORP. no change 500
STRATEGIC CAPITAL ADVISERS, INC. 1%235 17,403 Stonebridge Financial Planning Group, LLC no change 476
BRONFMAN E.L. ROTHSCHILD, L.P. 1%235 16,260 TERRIL BROTHERS, INC. no change 2,770
Providence Wealth Advisors, LLC 11%225 2,235 SVA Plumb Wealth Management, LLC no change 1,452
Coastal Investment Advisors, Inc. 3%214 6,968 ELCO Management Co., LLC no change 2,450
Beirne Wealth Consulting Services, LLC 1%214 21,642 Courage Miller Partners, LLC no change 1,712
Clarkston Capital Partners LLC 7%212 3,212 ZWJ INVESTMENT COUNSEL INC no change 2,290
Coconut Grove Bank 2%210 9,882 Resource Planning Group no change 1,690
RB Capital Management, LLC 13%200 1,795 Smith & Howard Wealth Management, LLC no change 2,300
Azimuth Capital Management LLC 11%200 1,950 CHATHAM CAPITAL GROUP, INC. no change 2,300
Montecito Bank & Trust 3%200 7,891 LOGAN CAPITAL MANAGEMENT INC no change 1,650
Capstone Financial Group, Inc. bought198 198 SMITHFIELD TRUST CO no change 1,754
Carmichael Hill & Associates, Inc. 12%192 1,807 GRAYBILL BARTZ & ASSOC LTD no change 1,815
Head & Associates, LLC 5%190 3,677 CONDOR CAPITAL MANAGEMENT no change 1,866
Capital Analysts, Inc. 1%183 18,484 COBBLESTONE CAPITAL ADVISORS LLC /NY/ no change 1,888
KEYBANK NATIONAL ASSOCIATION/OH 0%182 106,714 Capital Wealth Alliance, LLC no change 1,840
EP Wealth Advisors, Inc. 3%172 5,218 Broadleaf Partners, LLC no change 1,836
Magnus Financial Group LLC 6%170 2,819 Bull Street Advisors, LLC no change 1,827
RMR Wealth Builders bought165 165 OVERBROOK MANAGEMENT CORP no change 2,200
Berman Capital Advisors, LLC bought159 159 INVESTMENT PARTNERS LTD /OH/ /ADV no change 1,601
Van Hulzen Asset Management, LLC 10%156 1,655 Baldwin Investment Management, LLC no change 1,600
SlateStone Wealth, LLC 1%155 11,599 Personal Resources Investment & Strategic Management, Inc. no change 1,500
Executive Wealth Management, LLC 4%153 4,241 Pinnacle Bank no change 1,500
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC bought150 150 L & S Advisors Inc no change 1,492
Brown Advisory Securities, LLC 4%144 3,695 Madrona Financial Services, LLC no change 1,490
Bedel Financial Consulting, Inc. 10%144 1,531 Ballentine, Finn & Company, Inc. no change 1,470
WEBSTER BANK, N. A. 10%140 1,583 Birch Hill Investment Advisors LLC no change 1,477
KINGS POINT CAPITAL MANAGEMENT 20%130 777 Rocky Mountain Advisers, LLC no change 1,500
CAMDEN NATIONAL BANK 4%125 3,595 SIGMA INVESTMENT COUNSELORS INC no change 1,517
GILL CAPITAL PARTNERS, LLC 5%125 2,685 Abbot Financial Management, Inc. no change 1,559
PDS Planning, Inc 2%124 5,175 CITY HOLDING CO no change 1,580
Sequoia Financial Advisors, LLC 0%122 37,088 Iwamoto, Kong & Co., Inc. no change 1,900
MEEDER ASSET MANAGEMENT INC 39%120 424 Elgethun Capital Management no change 1,520
Beacon Capital Management, Inc. 9%119 1,496 Cypress Capital Management LLC (WY) no change 1,519
Global Financial Private Capital, LLC 0%118 126,790 Cedar Mountain Advisors, LLC no change 285
INVERNESS COUNSEL INC /NY/ 2%115 7,745 BELLEVUE ASSET MANAGEMENT, LLC no change 273
SRS Capital Advisors, Inc. 13%100 846 LS Investment Advisors, LLC no change 3,325
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 1%100 11,552 CAPITAL CITY TRUST CO/FL no change 2,165
WHITE PINE CAPITAL LLC 1%100 14,722 KEATING INVESTMENT COUNSELORS INC no change 3,425
Creative Planning 100%100 200 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 3,475
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3%100 3,211 Brightworth no change 3,563
QP WEALTH MANAGEMENT, LLC 1%100 9,409 Cornerstone Advisory, LLP no change 3,500
Pennsylvania Trust Co 3%100 3,050 MERITAGE PORTFOLIO MANAGEMENT no change 2,065
Acorn Wealth Advisors, LLC 4%97 2,362 Exeter Financial, LLC no change 3,120
Spectrum Management Group, Inc. bought95 95 Actinver Wealth Management, Inc. no change 3,042
PROEQUITIES, INC. 2%93 5,985 MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 11
Financeware, Inc. bought90 90 Greenline Partners, LLC no change 3,050
FineMark National Bank & Trust 1%89 8,545 Manchester Capital Management LLC no change 3,094
Blume Capital Management, Inc. 6%80 1,530 Jackson Hole Capital Partners, LLC no change 3,104
American Research & Management Co. 31%80 335 Wellington Shields Capital Management, LLC no change 3,100
TRUSTCORE FINANCIAL SERVICES, LLC 3%80 3,049 Financial Advisory Group no change 1,895
1ST SOURCE BANK 3%77 2,504 BEACON INVESTMENT ADVISORY SERVICES, INC. no change 3,755
HORIZON BANCORP /IN/ 7%76 1,200 Paragon Capital Management Ltd no change 1,955
Csenge Advisory Group 0%76 20,193 SOL Capital Management CO no change 1,950
LEAVELL INVESTMENT MANAGEMENT, INC. 4%74 1,934 Legacy Advisors, LLC no change 4,250
FIRST MANHATTAN CO 0%72 35,124 ACCESS FINANCIAL SERVICES, INC. no change 4,475
Winthrop Advisory Group LLC 3%70 2,256 ACCOUNT MANAGEMENT LLC no change 4,690
Quadrant Private Wealth Management, LLC 2%70 3,197 Telemetry Investments, L.L.C. no change 4,500
MUHLENKAMP & CO INC(Ronald H. Muhlenkamp) 0%68 83,028 Kistler-Tiffany Companies, LLC no change 4,153
Johnson Financial Group, Inc. 5%67 1,286 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA no change 3,925
Winch Advisory Services, LLC 1%65 5,540 SPINNAKER TRUST no change 3,775
Atlantic Trust, LLC bought63 63 Calamos Wealth Management LLC no change 3,770
Kore Private Wealth LLC 0%63 13,348 Orgel Wealth Management, LLC no change 3,824
Empirical Finance, LLC 0%61 12,435 MARINO, STRAM & ASSOCIATES LLC no change 3,828
ALERUS FINANCIAL NA 0%60 72,580 SAGE RHINO CAPITAL LLC no change 3,900
MENLO ADVISORS LLC 0%57 56,771 CFM WEALTH PARTNERS LLC no change 20
Northside Capital Management, LLC 0%55 18,194 Glassman Wealth Services no change 20
HOWE & RUSLING INC 13%51 449 Fusion Family Wealth LLC no change 146
HARVEST GROUP WEALTH MANAGEMENT, LLC 125%50 90 Tortoise Investment Management, LLC no change 150
Alexandria Capital, LLC 3%50 1,533 CBIZ Investment Advisory Services, LLC no change 146
BP WEALTH MANAGEMENT, LLC 0%48 39,113 Ellevest, Inc. no change 140
FCG ADVISORS, LLC 0%45 9,286 Private Capital Group, LLC no change 130
Callahan, Leighton & Co., LLC 2%45 2,426 Dougherty Wealth Advisers LLC no change 135
Legacy Private Trust Co. 1%45 3,135 Concept Capital Markets, LLC no change 160
Aries Wealth Management 2%40 1,912 Roble, Belko & Company, Inc no change 176
BALLAST ADVISORS LLC bought36 36 Avondale Wealth Management no change 263
Disciplined Investments, LLC bought36 36 West Oak Capital, LLC no change 265
Houlihan Financial Resource Group, Ltd. 1%35 5,370 Concannon Wealth Management, LLC no change 243
PAPP L ROY & ASSOCIATES 1%35 3,830 Rinet Co LLC no change 2,925
Schneider Downs Wealth Management Advisors, LP 1%35 4,229 MCF Advisors LLC no change 187
Paragon Capital Management LLC bought33 33 COUNTRY TRUST BANK no change 194
Baystate Wealth Management LLC 15%33 258 John W. Brooker & Co., CPAs no change 111
LifePlan Financial Group, Inc 5%31 713 Summit Investment Advisors, Inc. no change 110
WESPAC Advisors, LLC 0%29 9,951 AlphaMark Advisors, LLC no change 50
Madden Advisory Services, Inc. 1%27 2,652 Lowe fs, LLC no change 65
LIBERTY WEALTH MANAGEMENT LLC 4%26 705 Pflug Koory, LLC no change 50
HCR Wealth Advisors 0%25 12,345 AllSquare Wealth Management LLC no change 40
Arcus Capital Partners, LLC 0%25 5,476 Timber Creek Capital Management LLC no change 3,000
UNITED CAPITAL FINANCIAL ADVISERS,INC. 0%25 96,051 Center for Financial Planning, Inc. no change 25
ASPIRIANT, LLC 1%25 2,629 Asset Dedication, LLC no change 79
QCI ASSET MANAGEMENT INC/NY 7%25 369 Global Wealth Management Investment Advisory, Inc. no change 87
CUTLER INVESTMENT COUNSEL LLC 1%24 3,714 Sonora Investment Management, LLC no change 100
Savior LLC 383%23 29 ARROW FINANCIAL CORP no change 100
Tower Research Capital LLC bought21 21 Rain Capital Management, LLC no change 100
Retirement Network 14%21 166 Cascade Investment Advisors, Inc. no change 100
Private Portfolio Partners LLC 0%21 4,403 Crewe Advisors LLC no change 1,940
GOULD ASSET MANAGEMENT LLC /CA/ 0%20 16,081 Garde Capital, Inc. no change 4,713
Cedar Brook Financial Partners, LLC 1%18 2,430
CFG Asset Management LLC bought18 18
TRUST CO OF VERMONT 0%15 3,222
American Institute for Advanced Investment Management, LLP 0%15 4,753
Cambridge Advisors Inc. 0%13 4,772
Investors Research Corp 2%12 762
OBERMEYER ASSET MANAGEMENT CO 1%10 1,471
McCutchen Group LLC 0%10 10,958
Bridgeworth, LLC 0%10 4,059
Pensionmark Financial Group, LLC 0%9 3,006
QS Investors, LLC 8%7 90
HNP Capital LLC 0%7 1,661
Vectors Research Management, LLC 0%7 1,661
Horan Securities, Inc. bought6 6
Massey, Quick & Co., LLC bought6 6
Capital Advisory Group Advisory Services, LLC bought4 4
Pegasus Asset Management, Inc. 0%4 5,506
Savant Capital Management Inc 0%3 1,792
PARAMETRIC PORTFOLIO ASSOCIATES 0%3 2,019
Concorde Asset Management, LLC 0%2 2,171
Advisory Alpha, LLC 4%1 27
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