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STOCK TICKER:
ISHARES COMEX GOLD   (ticker: IAU)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 821,703,649
Previous Holdings: 416,390,500
Change: 97.34%
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)
FMR LLC bought74,873,832 74,873,832 J P MORGAN CHASE & CO 26%6,556,476 18,213,254
BANK OF AMERICA CORP /DE/ bought72,416,004 72,416,004 International Value Advisers, LLC 40%3,988,147 5,907,539
MORGAN STANLEY bought46,584,479 46,584,479 Mizuho Corporate Bank, Ltd. sold2,700,000 0
Charles Schwab Investment Advisory, Inc. bought34,526,736 34,526,736 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 57%1,259,117 964,545
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,683%32,032,624 33,936,007 People's United Financial, Inc. 22%820,644 2,869,141
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought17,999,124 17,999,124 TIEDEMANN WEALTH MANAGEMENT, LLC 22%745,799 2,671,990
AMERIPRISE FINANCIAL INC bought15,519,761 15,519,761 MACKAY SHIELDS LLC sold618,700 0
Sumitomo Mitsui Trust Holdings, Inc. 17%13,116,702 90,014,008 Puplava Financial Services, Inc. 43%563,005 739,550
WELLS FARGO & CO/MN 73%12,270,630 29,018,613 Pasadena Private Wealth, LLC sold561,180 0
BANK OF MONTREAL /CAN/ 7,798%10,524,143 10,659,098 COHEN & STEERS INC 52%503,300 463,465
ROYAL BANK OF CANADA bought5,414,752 5,414,752 TD ASSET MANAGEMENT INC sold495,683 0
UBS Group AG 28%4,944,074 22,518,594 Rockefeller Capital Management L.P. sold369,315 0
Bridgewater Associates, Inc.(Raymond Dalio) 35%4,117,269 15,797,124 CITIGROUP INC 4%331,601 7,985,825
NORTHERN TRUST CORP bought3,029,322 3,029,322 MOODY LYNN & CO/ sold326,415 0
Proficio Capital Partners LLC 58%2,416,167 6,551,854 PFG Financial Advisors 60%295,056 193,346
Laidlaw Wealth Management LLC bought2,069,773 2,069,773 BENJAMIN F. EDWARDS & COMPANY, INC. 15%270,906 1,519,973
Raymond James Financial Services Advisors, Inc. 48%1,726,953 5,354,284 V Wealth Management,LLC 74%270,175 96,489
BB&T CORP bought1,720,763 1,720,763 MERCER GLOBAL ADVISORS INC /ADV 88%231,284 30,280
STEPHENS INC /AR/ 46%1,660,300 5,277,633 NTV ASSET MANAGEMENT LLC 56%191,350 149,800
ENVESTNET ASSET MANAGEMENT INC 29%1,594,555 7,105,643 AdvisorNet Financial, Inc 100%191,133 425
Invesco Ltd. bought1,591,449 1,591,449 Silverleafe Capital Partners, LLC 48%187,289 204,547
Comprehensive Portfolio Management, LLC bought1,562,499 1,562,499 Global Financial Private Capital, LLC 96%172,825 6,340
Neuberger Berman Group LLC 610%1,553,975 1,808,899 EPIQ Capital Group, LLC 11%166,152 1,298,603
BEACON INVESTMENT ADVISORY SERVICES, INC. 293%1,348,874 1,809,482 HawsGoodwin Investment Management LLC 91%157,564 14,791
COMMONWEALTH EQUITY SERVICES, LLC. 31%1,290,864 5,499,623 Tradewinds Capital Management, LLC 99%140,251 905
FORBES J M & CO LLP 100%1,238,714 2,479,963 American Investment Services, Inc. 13%125,848 859,158
Legend Financial Advisors, Inc. bought1,192,836 1,192,836 HighTower Advisors, LLC 5%120,573 2,160,927
FDx Advisors, Inc. 6,735%1,134,173 1,151,012 3EDGE Asset Management, LP 11%120,219 1,014,300
DEUTSCHE BANK AG 35%1,099,138 4,206,203 Lucia Wealth Services, LLC 99%117,799 1,262
First Command Financial Services, Inc. 77%1,071,856 2,472,078 M&T BANK CORP 8%107,259 1,176,521
First Command Bank 77%1,071,856 2,472,078 LINCOLN NATIONAL CORP 96%106,341 4,833
Bank Julius Baer & Co. Ltd, Zurich bought1,009,681 1,009,681 Q3 Asset Management 75%99,032 33,819
MinichMacGregor Wealth Management, LLC bought992,685 992,685 ALESCO ADVISORS LLC 85%95,900 17,500
Marks Group Wealth Management, Inc bought958,632 958,632 Versant Capital Management, Inc 25%92,799 271,479
QUEST INVESTMENT MANAGEMENT INC/OR bought898,810 898,810 BESSEMER GROUP INC 25%85,820 251,841
American Research & Management Co. bought855,700 855,700 Eqis Capital Management, Inc. 21%82,852 313,027
NKCFO LLC 1,022%853,000 936,500 Cougar Global Investments Ltd 11%75,012 637,940
RAYMOND JAMES & ASSOCIATES 12%836,534 7,561,865 Wealth Quarterback LLC sold74,649 0
GOLDMAN SACHS GROUP INC bought817,286 817,286 Summit Financial Wealth Advisors, LLC sold71,117 0
Carnick & Kubik Group, LLC 509%748,598 895,546 Coconut Grove Bank 76%64,468 20,777
Voya Financial Advisors, Inc. bought727,214 727,214 Strategic Wealth Advisors Group,Inc. 37%58,772 100,806
Rain Capital Management, LLC bought720,480 720,480 US BANCORP DE 32%56,328 122,205
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought677,216 677,216 Baystate Wealth Management LLC 3%56,114 1,610,814
JAMES INVESTMENT RESEARCH INC 93%669,001 1,387,107 Vivaldi Capital Management, LLC 26%53,154 147,819
Advisory Services Network, LLC bought622,841 622,841 NWAM LLC 46%52,613 62,302
LPL Financial CORP 9%616,674 7,131,359 Baker Avenue Asset Management, LP 79%51,057 13,647
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC bought583,863 583,863 Global Trust Asset Management, LLC sold50,900 0
Cresset Asset Management, LLC bought565,251 565,251 VAN ECK ASSOCIATES CORP 31%50,662 111,395
London & Capital Asset Management Ltd bought541,578 541,578 FormulaFolio Investments, LLC 8%48,505 573,430
Money Design Co.,Ltd. 42%536,725 1,812,960 Lake Point Wealth Management 5%48,217 940,665
Integrated Investment Consultants, LLC 654%534,033 615,727 Evanson Asset Management, LLC 13%45,857 299,321
Prince Street Capital Management LLC bought526,000 526,000 Country Club Trust Company, n.a. 87%43,143 6,381
Kore Private Wealth LLC bought524,721 524,721 MONETA GROUP INVESTMENT ADVISORS INC 79%39,807 10,359
Sunbelt Securities, Inc. bought507,422 507,422 Verde Capital Management 34%39,431 75,426
Greenline Partners, LLC 49%496,089 1,509,127 Madden Advisory Services, Inc. 26%38,772 113,227
Chevy Chase Trust Holdings, Inc. 12%488,759 4,656,839 Brown Advisory Securities, LLC sold35,095 0
LEAVELL INVESTMENT MANAGEMENT, INC. 827%471,124 528,074 Van Hulzen Asset Management, LLC 13%31,814 211,570
FIRST AMERICAN TRUST CO 83%464,958 1,022,201 Resources Investment Advisors, Inc. 73%31,547 11,706
Personal Capital Advisors Corp 2%431,859 18,183,452 Estate Counselors, LLC 13%28,050 183,450
Simmons Bank bought426,374 426,374 Hanlon Investment Management, Inc. 21%25,942 97,477
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC bought411,378 411,378 HUSSMAN ECONOMETRICS ADVISORS, INC. 17%25,000 125,000
CAPTRUST FINANCIAL ADVISORS 953%409,507 452,499 WESPAC Advisors SoCal, LLC 3%24,800 740,950
IndexIQ Advisors LLC 1,142%405,707 441,232 Buckingham Asset Management, LLC 35%24,534 44,959
Ambassador Advisors, LLC 105%400,072 781,121 White Lighthouse Investment Management Inc. 6%24,098 377,180
Parcion Private Wealth LLC 14%397,563 3,255,533 Sontag Advisory, LLC sold23,625 0
CREDIT SUISSE/ 993%393,682 433,330 Aurora Private Wealth, Inc. sold22,020 0
IFP Advisors, Inc 157%391,709 640,956 PRW Wealth Management LLC 23%22,000 75,500
CHATHAM CAPITAL GROUP, INC. 59%388,775 1,048,955 SlateStone Wealth, LLC 13%21,420 141,251
Renaissance Technologies(Jim Simons) bought386,700 386,700 Patriot Investment Management Inc. 15%20,879 118,394
Elm Partners Management LLC bought374,322 374,322 NOTTINGHAM ADVISORS, INC. 1%20,807 1,549,600
WESCAP Management Group, Inc. 34%368,877 1,460,733 LEVEL FOUR ADVISORY SERVICES, LLC sold20,535 0
UNIONBANCAL CORP 29%368,785 1,661,217 Modus Advisors, LLC 4%20,530 507,050
HOWLAND CAPITAL MANAGEMENT INC bought368,273 368,273 BP WEALTH MANAGEMENT, LLC 40%20,299 30,951
Parkside Investments, LLC 50%368,100 1,108,050 MOODY NATIONAL BANK TRUST DIVISION 21%19,377 71,871
Employees Retirement System of Texas 358%358,000 458,000 Crumly & Associates Inc. sold19,230 0
OPPENHEIMER ASSET MANAGEMENT INC 170%322,885 512,881 HPM Partners LLC 46%19,089 22,537
ICONIQ Capital, LLC bought319,592 319,592 RSM US WEALTH MANAGEMENT LLC 43%19,080 25,093
Strategic Point Investment Advisors, LLC 25%314,420 1,566,340 Adviser Investments LLC 24%18,323 59,208
GAMBLE JONES INVESTMENT COUNSEL 48%314,112 970,178 Jacobi Capital Management LLC 92%18,182 1,604
Cranbrook Wealth Management, LLC bought309,194 309,194 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 12%17,939 131,821
GFS Advisors, LLC bought306,412 306,412 INTREPID CAPITAL MANAGEMENT INC 9%17,684 175,142
Southeast Asset Advisors Inc. bought306,265 306,265 VCU Investment Management Co 1%17,484 1,398,684
Sageworth Trust Co bought302,036 302,036 SPINNAKER TRUST 1%17,443 1,194,534
Valmark Advisers, Inc. 2,471%299,570 311,694 TWIN FOCUS CAPITAL PARTNERS, LLC 2%16,666 743,971
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought288,800 288,800 GOULD ASSET MANAGEMENT LLC /CA/ 9%16,332 168,897
One Charles Private Wealth Services, LLC bought286,591 286,591 USA Financial Portformulas Corp 12%16,260 118,015
Belpointe Asset Management LLC bought285,938 285,938 Multi-Financial Securities Corp 5%16,198 316,413
DIAM Co., Ltd. 16%284,730 2,102,122 MANCHESTER FINANCIAL INC 92%16,000 1,442
Prospera Financial Services bought278,660 278,660 PINNACLE FINANCIAL PARTNERS INC 20%14,677 59,969
CA Family Wealth, LLC bought267,778 267,778 Charles Schwab Trust Co 9%13,946 142,394
Sullivan, Bruyette, Speros & Blaney, Inc. 71%267,254 642,980 Parallel Advisors, LLC 36%12,637 22,328
Alexandria Capital, LLC 286%263,185 355,260 Stearns Financial Services Group 0%12,429 2,705,199
Capital Bank & Trust Co 50%261,943 782,159 Great Lakes Retirement, Inc. sold12,051 0
Paragon Wealth Strategies, LLC bought257,207 257,207 Hanson McClain, Inc. 63%11,219 6,455
Cutler Group LP 217%253,602 370,691 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV sold10,910 0
Stratos Wealth Partners, LTD. 109%250,591 480,667 Altavista Wealth Management, Inc. 46%10,200 11,850
Weil Company, Inc. bought248,024 248,024 GIRARD PARTNERS LTD. sold10,146 0
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 131%245,761 432,766 GRUSS & CO INC 4%10,000 240,000
Richard Bernstein Advisors LLC 11%244,330 2,460,260 Windsor Group LTD sold10,000 0
CADINHA & CO LLC 16%243,993 1,816,250 JNBA Financial Advisors 1%9,595 675,535
SRS Capital Advisors, Inc. bought243,608 243,608 Bank of the Ozarks 16%8,945 46,906
Oxbow Advisors, LLC 36%240,109 915,289 WADE G W & INC 14%8,348 51,920
AlphaStar Capital Management, LLC 99%235,277 472,770 INTL FCSTONE INC. 29%8,320 20,750
Glovista Investments LLC 137%222,805 385,095 CULLEN FROST BANKERS INC sold8,092 0
BFSG, LLC 159%214,910 350,480 BENJAMIN EDWARDS INC 11%7,727 63,953
RiverGlades Family Offices LLC bought214,209 214,209 HUNTINGTON NATIONAL BANK 3%7,328 276,504
PICTET ASSET MANAGEMENT LTD bought211,893 211,893 One Capital Management, LLC 5%7,310 128,031
SCOTIA CAPITAL INC. 442%204,941 251,337 WELCH & FORBES LLC 4%7,010 192,701
Centric Wealth Management bought200,362 200,362 Baker Ellis Asset Management LLC 29%7,000 17,000
Covington Capital Management 19%187,494 1,174,156 LIBERTY WEALTH MANAGEMENT LLC 13%6,837 45,060
Sepio Capital, LLC 36%185,587 703,670 Mackey Komara & Dankovich, LLC 2%6,689 292,721
Cascadia Advisory Services, LLC bought184,273 184,273 COLDSTREAM CAPITAL MANAGEMENT INC 17%6,612 32,590
PARAMETRIC PORTFOLIO ASSOCIATES 1,220%183,753 198,817 SignalPoint Asset Management, LLC 6%6,563 101,595
Resonant Capital Advisors, LLC 1,030%183,751 201,588 Berkeley Capital Partners, LLC 17%6,183 29,559
Balentine LLC bought183,069 183,069 M Holdings Securities, Inc. 8%6,090 67,407
Zhang Financial LLC 15%182,305 1,399,487 G&S Capital LLC sold5,660 0
Beacon Harbor Wealth Advisors, Inc. bought179,978 179,978 DOWLING & YAHNKE INC 25%5,624 16,824
Aveo Capital Partners, LLC 340%178,828 231,501 CFG Asset Management LLC 3%5,564 213,553
Steward Partners Investment Advisory, LLC 90%170,433 360,361 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 57%5,146 3,845
CIBC World Markets Inc. bought168,355 168,355 FIRST HAWAIIAN BANK 13%4,940 32,388
Mariner Wealth Advisors, LLC 19%168,246 1,035,678 Essex Financial Services, Inc. 27%4,864 13,052
Sigma Planning Corp 55%166,087 466,011 PROEQUITIES, INC. 28%4,796 12,135
PRUDENTIAL CORP PLC 539%154,720 183,440 AMJ Financial Wealth Management 2%4,659 194,571
HSBC HOLDINGS PLC bought154,081 154,081 TAP Consulting, LLC 6%4,429 66,181
TrinityPoint Wealth, LLC bought150,309 150,309 Spectrum Management Group, Inc. 37%3,813 6,381
SMITH, MOORE & CO. bought145,496 145,496 Redhawk Wealth Advisors, Inc. 15%3,710 21,292
Capital Asset Advisory Services LLC 7%144,134 2,097,642 First Allied Advisory Services, Inc. 2%3,592 181,763
BRANDYWINE OAK PRIVATE WEALTH LLC 11%143,488 1,413,870 Harvest Fund Management Co., Ltd 1%3,561 237,148
WMS Partners, LLC bought135,556 135,556 Gibson Capital Management, Ltd. 7%3,377 45,346
Gerber Kawasaki Wealth & Investment Management 35%134,913 519,544 CITIZENS FINANCIAL GROUP INC/RI 10%3,350 31,354
BARCLAYS PLC 145%131,689 222,284 FLOW TRADERS U.S. LLC 3%3,335 115,309
TWO SIGMA SECURITIES, LLC bought131,205 131,205 AMERITAS INVESTMENT CORP 16%3,327 17,745
OPPENHEIMER & CO INC 108%130,097 250,492 JFS WEALTH ADVISORS, LLC sold3,294 0
Filament LLC bought128,152 128,152 Archer Investment Corp sold3,287 0
Permanens Capital L.P. bought127,600 127,600 BOYS ARNOLD & CO INC 4%3,000 82,677
Mutual Advisors, LLC bought124,784 124,784 Modera Wealth Management, LLC 5%2,855 54,986
Brio Consultants, LLC bought123,571 123,571 EPG Wealth Management LLC sold2,668 0
CAMBRIDGE TRUST CO 11%123,425 1,233,609 BSW Wealth Partners 1%2,650 366,725
COBBLESTONE CAPITAL ADVISORS LLC /NY/ bought122,796 122,796 CLIFFORD SWAN INVESTMENT COUNSEL LLC 13%2,584 17,860
Executive Wealth Management, LLC 255%122,585 170,658 Prime Capital Investment Advisors, LLC 10%2,323 20,473
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought121,891 121,891 JUNCTURE WEALTH STRATEGIES, LLC 10%2,198 20,301
OLD MISSION CAPITAL LLC bought121,793 121,793 Coastal Investment Advisors, Inc. 10%2,157 19,765
PARTNERS CAPITAL INVESTMENT GROUP, LLP 3%119,585 3,647,897 OmniStar Financial Group, Inc. 5%2,152 37,668
ATHENA CAPITAL ADVISORS LLC 4%116,658 3,307,914 SVB Wealth Advisory, Inc. 35%2,086 3,836
SEI INVESTMENTS CO 11%116,390 1,129,759 New England Investment & Retirement Group, Inc. sold2,000 0
RGT Capital Management, Ltd. bought114,000 114,000 Meridian Wealth Management, LLC 11%2,000 16,399
FIDUCIARY TRUST CO 19%113,241 695,615 Koshinski Asset Management, Inc. 9%1,983 20,028
Intrua Financial, LLC bought112,605 112,605 Advisory Alpha, LLC sold1,859 0
Equitable Holdings, Inc. bought109,672 109,672 Good Life Advisors, LLC 11%1,825 14,731
Camarda Financial Advisors, LLC bought108,679 108,679 FIFTH THIRD BANCORP 13%1,795 11,820
BOURGEON CAPITAL MANAGEMENT LLC 14%106,760 890,958 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5%1,787 33,744
Edge Wealth Management LLC bought105,450 105,450 Harwood Advisory Group, LLC sold1,757 0
Visionary Wealth Advisors bought105,090 105,090 Evolution Wealth Advisors, LLC 6%1,750 26,250
NorthCoast Asset Management LLC 21%105,021 601,284 SCHWARTZ INVESTMENT COUNSEL INC 4%1,670 39,930
CAPROCK Group, Inc. bought105,000 105,000 TOWNSQUARE CAPITAL LLC 4%1,576 34,115
Ferris Capital, LLC bought101,575 101,575 Royal Fund Management, LLC sold1,448 0
Janney Montgomery Scott LLC 37%100,835 370,447 MANAGED ACCOUNT SERVICES INC 10%1,333 11,493
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 69%100,000 245,547 NORTHSTAR INVESTMENT ADVISORS LLC 8%1,125 12,300
LLBH Private Wealth Management, LLC 38%99,247 362,185 Financial Gravity Wealth, Inc. 32%1,095 2,349
DFPG INVESTMENTS, INC. bought99,036 99,036 BOSTON RESEARCH & MANAGEMENT INC 1%1,093 117,027
Relative Value Partners Group, LLC bought98,302 98,302 Key FInancial Inc sold1,092 0
CX Institutional bought97,929 97,929 Glassman Wealth Services sold1,086 0
COMERICA SECURITIES,INC. bought96,698 96,698 OLD NATIONAL BANCORP /IN/ 1%1,082 144,098
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV bought96,439 96,439 First City Capital Management, Inc. 7%1,075 13,690
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 2%93,892 5,695,691 HOWE & RUSLING INC sold1,065 0
Dynamic Advisors Solutions LLC 21%93,820 540,397 MBE Wealth Management, LLC sold1,000 0
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought92,927 92,927 Private Ocean, LLC sold1,000 0
Tower Research Capital LLC bought91,313 91,313 ROWLAND CARMICHAEL ADVISORS INC /ADV 7%966 13,668
Vanguard Capital Wealth Advisors bought89,977 89,977 EVOKE WEALTH, LLC 0%948 460,330
SYNOVUS FINANCIAL CORP 274%87,773 119,860 Centerpoint Advisors, LLC sold945 0
Fort Point Capital Partners, LLC bought86,196 86,196 Berson & Corrado Investment Advisors, LLC 0%913 304,958
Elmwood Wealth Management, Inc. bought84,640 84,640 IHT Wealth Management, LLC 4%871 20,722
BRINKER CAPITAL INC 16%84,466 625,242 BALLAST ADVISORS LLC sold845 0
Perennial Investment Advisors, LLC 105%84,013 163,971 Butler Wick Trust CO 5%800 16,805
SENTINEL PENSION ADVISORS INC 58%80,805 219,290 WHITTIER TRUST CO OF NEVADA INC 1%750 132,859
Sawtooth Asset Management, Inc. bought80,570 80,570 STRATEGIC CAPITAL ADVISERS, INC. 0%700 307,192
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 40%78,888 273,747 EP Wealth Advisors, Inc. 3%680 24,145
EVERGREEN CAPITAL MANAGEMENT LLC bought78,535 78,535 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1%660 46,000
Beaumont Financial Partners, LLC 33%78,252 316,382 AUGUSTINE ASSET MANAGEMENT INC 1%650 88,027
FIRST MANHATTAN CO 3,210%77,100 79,502 TCF National Bank 4%620 13,526
Private Advisor Group, LLC 26%76,749 375,056 BT Investment Management Ltd 1%596 70,233
NVWM, LLC 39%76,354 272,146 Private Harbour Investment Management & Counsel, LLC 1%560 110,635
Americana Partners, LLC bought76,253 76,253 ROOSEVELT INVESTMENT GROUP INC 3%534 15,082
Alhambra Investment Partners LLC 52%74,151 217,725 Larson Financial Group LLC 17%510 2,546
Merriman Wealth Management, LLC 50%73,807 222,799 BRONFMAN E.L. ROTHSCHILD, L.P. 2%494 21,758
UMB BANK N A/MO 74%73,538 172,316 MEEDER ASSET MANAGEMENT INC sold482 0
Pinnacle Advisory Group, Inc. bought73,180 73,180 MACRO Consulting Group 0%471 819,123
BALDWIN BROTHERS INC/MA 3,949%72,470 74,305 Empirical Financial Services, LLC 1%414 41,073
Mader & Shannon Wealth Management, Inc. 6%70,699 1,336,301 Private Capital Group, LLC 6%403 5,834
SIMPLEX TRADING, LLC 1,028%68,190 74,825 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 2%392 23,011
Westside Investment Management, Inc. bought66,361 66,361 WEALTHSOURCE PARTNERS, LLC 0%385 90,288
Stonehage Fleming Financial Services Holdings Ltd bought66,280 66,280 Forefront Analytics, LLC sold311 0
CWM, LLC 12%66,136 636,465 MARK SHEPTOFF FINANCIAL PLANNING, LLC 8%300 3,500
HORIZON ASSET MANAGEMENT INC/NY bought64,383 64,383 Filbrandt Wealth Management, LLC sold259 0
Wellesley Investment Partners, LLC 12%64,361 594,839 STERLING INVESTMENT ADVISORS LLC /ADV 2%256 13,158
Ford Financial Group, Inc. bought63,541 63,541 Capital Advisory Group Advisory Services, LLC sold253 0
Ballew Advisors, Inc bought62,515 62,515 Telos Capital Management, Inc. 2%183 10,921
PRUDENTIAL FINANCIAL INC 10%62,000 682,000 MOTCO 0%169 122,976
GenWealth Group, Inc. 14%61,898 519,181 Newfound Research LLC sold161 0
MML INVESTORS SERVICES, LLC 6%60,398 995,738 SHINE INVESTMENT ADVISORY SERVICES INC sold152 0
MILLENNIUM MANAGEMENT LLC bought60,207 60,207 Community Bank, N.A. 0%125 388,248
Wellspring Financial Advisors, LLC 9%58,271 719,469 Financial Management Professionals, Inc. 1%26 1,865
GROUP ONE TRADING, L.P. bought56,474 56,474 QCI ASSET MANAGEMENT INC/NY sold25 0
COURAGE CAPITAL MANAGEMENT LLC bought56,000 56,000 AlphaMark Advisors, LLC sold8 0
Evercore Wealth Management, LLC 5%53,383 1,109,465 OPTIMUM INVESTMENT ADVISORS no change 1,000
BLAIR WILLIAM & CO/IL 9%50,988 623,514 Aldebaran Financial Inc. no change 1,951
SIGNATUREFD, LLC 150%50,447 84,132 Harel Insurance Investments & Financial Services Ltd. no change 1,300
Regal Investment Advisors, LLC bought49,218 49,218 VALLEY NATIONAL ADVISERS INC no change 1,433
Clearshares LLC bought49,168 49,168 Sailer Financial LLC no change 1,521
DAVIDSON D A & CO 12%49,066 472,379 Carmichael Hill & Associates, Inc. no change 1,150
Compass Financial Group, Inc. 79%48,643 110,147 AllSquare Wealth Management LLC no change 2,090
Sowell Financial Services LLC 27%48,639 229,588 BELLEVUE ASSET MANAGEMENT, LLC no change 1,862
Lowe fs, LLC 6%48,335 797,902 Stratford Consulting, LLC no change 55,700
Timber Creek Capital Management LLC bought47,300 47,300 Relyea Zuckerberg Hanson LLC no change 58,975
Meridian Wealth Advisors, LLC 19%47,203 292,669 Summit Investment Advisors, Inc. no change 1,708
Winton Capital Group Ltd bought45,000 45,000 S&CO INC no change 34,370
DWM Financial Group, Inc. 15%44,562 340,397 OLD SECOND NATIONAL BANK OF AURORA no change 1,550
IBERIABANK CORP 12%44,307 428,701 Enterprise Trust & Investment Co no change 914
First Heartland Consultants, Inc. 124%44,216 79,957 Litman Gregory Asset Management LLC no change 2,070
Ausdal Financial Partners, Inc. 272%43,381 59,343 Disciplined Investments, LLC no change 735
Port Capital LLC bought42,700 42,700 Ariel Capital Advisors, LLC no change 250
Verity Asset Management, Inc. 63%42,544 109,913 Mine & Arao Wealth Creation & Management, LLC. no change 300
Creative Planning 12%42,265 380,559 Kistler-Tiffany Companies, LLC no change 336
Wealthcare Advisory Partners LLC 25%41,447 208,059 JJJ Advisors Inc. no change 65
SHEETS SMITH & ASSOCIATES INC bought41,372 41,372 DELTA ASSET MANAGEMENT LLC/TN no change 210
Private Portfolio Partners LLC bought40,682 40,682 JACKSON SQUARE CAPITAL, LLC no change 72
Integrated Wealth Concepts LLC 342%40,181 51,945 Bogart Wealth, LLC no change 79
Financial Network 18%40,037 265,654 HighMark Wealth Management LLC no change 100
Nadler Financial Group, Inc. 1%39,855 2,876,553 First PREMIER Bank no change 176
MATHER GROUP, INC. bought39,016 39,016 Winch Advisory Services, LLC no change 200
Lakeview Capital Partners, LLC 81%38,986 87,230 Your Advocates Ltd., LLP no change 45
J.W. COLE ADVISORS, INC. bought38,739 38,739 Cribstone Capital Management, LLC no change 400
PHILLIPS FINANCIAL MANAGEMENT, LLC bought38,693 38,693 Capital Analysts, Inc. no change 762
Osborn Rohs Williams & Donohoe Ltd bought38,120 38,120 Rocky Mountain Advisers, LLC no change 800
Bank of New York Mellon CORP 0%37,775 11,690,862 Manchester Capital Management LLC no change 14,145
TBH Global Asset Management, LLC 17%37,587 257,691 Semmax Financial Advisors Inc. no change 888
Foundations Investment Advisors, LLC 193%37,293 56,624 Capital Advisors, Ltd. LLC no change 737
Hamilton Capital Management, Inc. bought37,263 37,263 PEOPLES FINANCIAL SERVICES CORP. no change 674
Ancora Advisors, LLC 7%36,985 551,386 Hudock Moyer Wealth Resources, LLC no change 419
Insight Wealth Partners, LLC 24%36,639 192,018 ADIRONDACK TRUST CO no change 2,321
Mirae Asset Global Investments Co., Ltd. 8%36,000 506,629 Roble, Belko & Company, Inc no change 537
Waterloo Capital, L.P. bought35,121 35,121 CFM WEALTH PARTNERS LLC no change 600
Highland Private Wealth Management 3%34,610 1,103,791 Center for Financial Planning, Inc. no change 2,600
Altium Wealth Management LLC bought33,652 33,652 EisnerAmper Wealth Management Corporate Benefits, LLC no change 19,141
KEYBANK NATIONAL ASSOCIATION/OH 11%33,557 342,788 BURNS J W & CO INC/NY no change 38,105
Verger Capital Management LLC 10%32,275 345,155 Ironsides Asset Advisors, LLC no change 37,650
Maltin Wealth Management, Inc. 15%32,217 241,260 LGL PARTNERS, LLC no change 37,600
Bristlecone Advisors, LLC bought32,088 32,088 NORRIS PERNE & FRENCH LLP/MI no change 36,740
Financial Advocates Investment Management 19%31,928 204,331 VALICENTI ADVISORY SERVICES INC no change 38,419
Northwest Bancshares, Inc. bought30,778 30,778 WealthBridge Capital Management, LLC no change 38,825
Patton Fund Management, Inc. bought30,399 30,399 ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC no change 56,306
Montecito Bank & Trust 38%30,322 110,879 FIERA SCEPTRE INC. no change 54,400
GREAT VALLEY ADVISOR GROUP, INC. bought29,791 29,791 J. W. Coons Advisors, LLC no change 54,116
Arkadios Wealth Advisors 1,441%29,580 31,633 Choate Investment Advisors no change 51,431
AE Wealth Management LLC 14%29,471 241,094 Aureus Asset Management, LLC no change 33,875
OARSMAN CAPITAL, INC. bought29,219 29,219 Principle Wealth Partners LLC no change 33,854
Biltmore Family Office, LLC 5%28,652 618,113 Riverpoint Wealth Management Holdings, LLC no change 25,003
Clear Perspective Advisors, LLC bought28,137 28,137 INVERNESS COUNSEL INC /NY/ no change 25,000
Kingsview Wealth Management, LLC 11%26,413 270,947 D.B. Root & Company, LLC no change 24,256
Vigilant Capital Management, LLC 2%25,268 1,292,886 BOSTON FINANCIAL MANGEMENT INC /MA no change 22,245
Personal Wealth Partners 12%24,927 230,823 CUTLER INVESTMENT COUNSEL LLC no change 25,790
Fisher Asset Management, LLC(Kenneth L. Fisher) bought24,737 24,737 TOKIO MARINE ASSET MANAGEMENT CO LTD no change 28,200
PDS Planning, Inc bought24,239 24,239 KORNITZER CAPITAL MANAGEMENT INC /KS no change 32,789
COLONY GROUP LLC 19%23,930 147,823 TORONTO DOMINION BANK no change 32,470
DOHJ, LLC 19%23,873 147,317 Johnson Financial Group, Inc. no change 30,900
Rehmann Capital Advisory Group bought23,597 23,597 Aberdeen Wealth Management LLC no change 29,310
Transamerica Financial Advisors, Inc. bought23,222 23,222 WHITENER CAPITAL MANAGEMENT, INC. no change 63,300
Iron Financial, LLC bought22,939 22,939 Holistic Financial Partners no change 66,240
Susquehanna International Group, LLP 6%22,901 398,626 BINGHAM OSBORN & SCARBOROUGH LLC no change 333,406
Kingfisher Capital LLC 4%22,757 609,439 GAMCO INVESTORS, INC. ET AL no change 294,000
Tarbox Group, Inc. 64%22,482 57,785 Briaud Financial Planning, Inc no change 254,759
Delta Investment Management, LLC 117%22,424 41,522 CLS INVESTMENT FIRM, LLC no change 225,000
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 14%22,330 179,152 Baird Financial Group, Inc. no change 13,580
National Asset Management, Inc. 22%22,228 125,242 Russell Investments Group, Ltd. no change 1,004,400
EFG Asset Management (Americas) Corp. 19%22,225 141,947 THRIVENT FINANCIAL FOR LUTHERANS no change 22,344
HAP Trading, LLC bought21,992 21,992 Arnhold LLC no change 3,614,509
RAYMOND JAMES TRUST CO 21%21,600 122,114 Gareth Morgan Investments Limited Partnership no change 1,803,196
Goss Wealth Management LLC 4%21,575 517,278 TIAA, FSB no change 15,610
Mengis Capital Management, Inc. 16%21,131 155,598 Ziegler Capital Management, LLC no change 221,082
NOMURA ASSET MANAGEMENT CO LTD 2%20,700 1,146,700 Palisades Hudson Asset Management, L.P. no change 204,193
Knuff & Co LLC 1,129%20,325 22,125 Cornerstone Advisors, Inc. no change 94,118
DELTA FINANCIAL ADVISORS LLC 14%20,300 168,980 Perkins Coie Trust Co no change 87,696
Professional Financial Advisors, LLC bought19,591 19,591 GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 82,600
Frontier Wealth Management LLC bought19,470 19,470 Consolidated Investment Group LLC no change 75,000
ABSOLUTE INVESTMENT MANAGEMENT LLC 37%19,217 71,669 Sunesis Advisors, LLC no change 104,418
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought19,045 19,045 THOMPSON SIEGEL & WALMSLEY LLC no change 108,500
Boyer & Corporon Wealth Management, LLC 4%18,729 480,571 DCF Advisers, LLC no change 200,000
BIDWELL C M & ASSOCIATES LTD/ bought18,699 18,699 IPG Investment Advisors LLC no change 180,078
VERUS CAPITAL PARTNERS, LLC 8%18,635 260,199 Ballentine, Finn & Company, Inc. no change 136,644
Teamwork Financial Advisors, LLC bought18,339 18,339 HANCOCK HOLDING CO no change 21,300
Hamilton Wealth, LLC 7%18,245 271,011 Quadrant Private Wealth Management, LLC no change 20,045
Sowa Financial Group, Inc. 2%18,175 909,655 Barrett Asset Management, LLC no change 9,885
MISSION CREEK CAPITAL PARTNERS, INC bought17,888 17,888 HARBOR INVESTMENT ADVISORY, LLC no change 9,255
Baldrige Asset Management LLC bought17,661 17,661 Red Cedar Capital, LLC no change 9,239
IEQ CAPITAL, LLC 43%17,313 57,965 Column Capital Advisors, LLC no change 8,080
HOLLENCREST SECURITIES LLC bought17,285 17,285 INGALLS & SNYDER LLC no change 10,044
Pensionmark Financial Group, LLC bought17,011 17,011 BOENNING & SCATTERGOOD, INC. no change 10,050
Claraphi Advisory Network, LLC bought16,813 16,813 Budros, Ruhlin & Roe, Inc. no change 10,777
Independent Family Office, LLC 2%16,523 738,723 WSFS CAPITAL MANAGEMENT, LLC no change 10,528
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38%16,404 59,620 Rosenberg Matthew Hamilton no change 10,500
Atlantic Trust Group, LLC 3%16,317 620,433 Lesa Sroufe & Co no change 10,050
SIGMA INVESTMENT COUNSELORS INC 4%16,180 379,129 Plante Moran Financial Advisors Ltd Partnership no change 8,047
PNC FINANCIAL SERVICES GROUP INC 255%16,055 22,342 Front Row Advisors LLC no change 8,000
Inscription Capital, LLC 11%16,000 157,430 ATTICUS WEALTH MANAGEMENT, LLC no change 4,000
JANE STREET GROUP, LLC 9%15,715 190,710 Investors Research Corp no change 3,495
Dorsey & Whitney Trust CO LLC bought15,690 15,690 Trust Co no change 3,069
Hanson Investment Management bought15,609 15,609 SECURITY NATIONAL TRUST CO no change 2,781
HRT FINANCIAL LLC bought15,561 15,561 Focused Wealth Management, Inc no change 4,533
Empirical Finance, LLC bought15,391 15,391 Sugarloaf Wealth Management, LLC no change 5,000
Regent Peak Wealth Advisors LLC 6%15,098 272,901 Blume Capital Management, Inc. no change 6,692
Garde Capital, Inc. bought15,016 15,016 D'Orazio & Associates, Inc. no change 5,700
Ackerman Capital Advisors, LLC bought14,655 14,655 Canton Hathaway, LLC no change 5,627
NorthRock Partners, LLC bought14,344 14,344 ARKANSAS FINANCIAL GROUP, INC. no change 10,872
Veritable, L.P. bought14,110 14,110 West Branch Capital LLC no change 11,250
Mosaic Family Wealth, LLC bought13,642 13,642 FFT WEALTH MANAGEMENT LLC no change 17,000
CAPITAL INSIGHT PARTNERS, LLC bought13,560 13,560 BDO Wealth Advisors, LLC no change 16,765
GaveKal Capital, LLC 33%13,549 54,562 STALEY CAPITAL ADVISERS INC no change 15,767
Lenox Wealth Management, Inc. 78%13,519 30,872 Arbor Investment Advisors, LLC no change 15,737
SG Americas Securities, LLC 63%13,460 34,760 Auxano Advisors, LLC no change 17,550
HBK Sorce Advisory LLC 2%13,385 617,905 AVALON ADVISORS L P no change 17,552
Gradient Investments LLC 16%13,320 95,354 Sound View Wealth Advisors Group, LLC no change 18,450
Betterment LLC bought13,202 13,202 Legacy Private Trust Co. no change 18,245
GLENMEDE TRUST CO NA 18%13,113 84,688 DUBUQUE BANK & TRUST CO no change 17,745
FineMark National Bank & Trust bought12,965 12,965 Yale Capital CORP no change 17,625
Gladstone Institutional Advisory LLC bought12,912 12,912 WASHINGTON TRUST CO no change 15,465
Cardan Capital Partners, LLC 9%12,886 164,192 Bellecapital International Ltd. no change 14,900
Bridgeworth, LLC 118%12,723 23,533 MERITAGE PORTFOLIO MANAGEMENT no change 12,510
Robertson Stephens Wealth Management, LLC bought12,671 12,671 STOCK YARDS BANK & TRUST CO no change 12,453
Burns Wealth Management, Inc. 22%12,472 69,494 Pinnacle Wealth Planning Services, Inc. no change 11,718
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought12,456 12,456 Lenox Wealth Advisors, Inc. no change 11,318
Blue Creek Investment Partners, LLC bought12,151 12,151 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC no change 13,000
Rafferty Asset Management, LLC 4%12,133 324,753 RETIREMENT INCOME SOLUTIONS, INC no change 13,780
Omnia Family Wealth, LLC 6%12,113 207,686 Smith & Howard Wealth Management, LLC no change 14,580
Silicon Hills Wealth Management, LLC 4%12,090 312,292 Indiana Trust & Investment Management CO no change 14,220
TRANSCEND WEALTH COLLECTIVE, LLC bought12,000 12,000 Clarius Group, LLC no change 14,217
Financial Enhancement Group LLC bought11,966 11,966 Aft, Forsyth & Sober, LLC no change 2,350
Orion Portfolio Solutions, LLC bought11,809 11,809
VIEWPOINT INVESTMENT PARTNERS CORP bought11,700 11,700
Bigelow Investment Advisors, LLC 24%11,588 59,285
New Potomac Partners, LLC 3%11,575 369,545
CONFLUENCE INVESTMENT MANAGEMENT LLC 1%11,485 888,439
ENTERPRISE FINANCIAL SERVICES CORP bought11,315 11,315
BANQUE PICTET & CIE SA 16%11,300 80,302
ASPIRIANT, LLC bought11,216 11,216
Columbus Macro, LLC bought11,178 11,178
H D Vest Advisory Services 16%11,150 80,171
Essex Savings Bank bought11,050 11,050
WHITTIER TRUST CO 164%11,002 17,702
ACORN FINANCIAL ADVISORY SERVICES INC /ADV bought10,957 10,957
Cetera Investment Advisers 28%10,946 49,789
Outlook Wealth Advisors, LLC 12%10,818 99,495
Summit Trail Advisors, LLC 90%10,640 22,437
TOCQUEVILLE ASSET MANAGEMENT LP 0%10,603 3,418,408
Williams Jones Wealth Management, LLC. bought10,514 10,514
BROOKS, MOORE & ASSOCIATES, INC. bought10,500 10,500
BCJ Capital Management, LLC bought10,425 10,425
APPLETON PARTNERS INC/MA bought10,367 10,367
Carroll Financial Associates, Inc. 38%10,322 37,711
SAGE RHINO CAPITAL LLC 2%10,308 561,505
SEARLE & CO. bought10,000 10,000
Citizens National Bank Trust Department bought10,000 10,000
Radnor Capital Management, LLC bought10,000 10,000
GUARDIAN CAPITAL ADVISORS LP bought10,000 10,000
CALTON & ASSOCIATES, INC. 19%9,772 60,386
REGIONS FINANCIAL CORP 10%9,141 103,323
EDMOND DE ROTHSCHILD HOLDING S.A. 30%9,092 39,643
Paradigm Financial Partners, LLC 26%8,940 43,926
BROWN BROTHERS HARRIMAN & CO bought8,888 8,888
Perennial Advisors, LLC bought8,779 8,779
Titan Capital Management, LLC /CA 1%8,663 771,749
Banco Santander, S.A. 29%8,483 37,768
Atlas Private Wealth Management bought8,300 8,300
Red Door Wealth Management, LLC 148%7,629 12,783
Landsberg, Bennett, & Dubbaneh LLC 31%7,534 31,705
TRUE Private Wealth Advisors 1%7,365 1,328,041
Burt Wealth Advisors 358%7,100 9,083
Independent Advisor Alliance 33%7,096 28,618
Beacon Pointe Advisors, LLC 25%6,695 33,781
New Capital Management LP bought6,500 6,500
ALLIANCEBERNSTEIN L.P. 23%6,412 34,019
Portfolio Solutions 6%6,278 117,030
Firestone Capital Management 9%6,215 77,074
MOON CAPITAL MANAGEMENT, LP 0%6,022 3,391,477
Kovack Advisors, Inc. 16%5,998 42,805
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6%5,977 108,066
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 52%5,650 16,615
Narwhal Capital Management 1%5,630 888,242
Endurance Wealth Management, Inc. bought5,602 5,602
EATON VANCE MANAGEMENT 14%5,339 43,280
COMMERCE BANK N A/MO 2%5,205 266,362
Clear Harbor Asset Management, LLC 2%5,175 262,714
WEST BANCORPORATION INC 102%5,000 9,903
PIN OAK INVESTMENT ADVISORS INC bought4,912 4,912
Goldstein Munger & Associates 0%4,679 1,090,446
NEXT Financial Group, Inc 15%4,630 35,343
Institute for Wealth Management, LLC. 28%4,564 21,022
Mirador Capital Partners LP 3%4,485 155,790
Ellis Investment Partners, LLC 26%4,463 21,924
Wills Financial Group, Inc. 2%4,250 192,250
PALLADIUM PARTNERS LLC 6%4,220 77,052
PFG Advisors 14%4,025 32,089
Leonard Rickey Investment Advisors P.L.L.C. 33%3,929 15,876
Arete Wealth Advisors, LLC 8%3,900 55,330
SPROTT INC. 14%3,669 29,872
Banque Cantonale Vaudoise 17%3,502 24,702
Valeo Financial Advisors, LLC 16%3,475 25,634
Financial Architects, Inc 42%3,304 11,252
CENTRAL BANK & TRUST CO bought3,300 3,300
McIlrath & Eck, LLC bought3,239 3,239
Summit Place Financial Advisors, LLC 1%3,210 249,721
Well Done, LLC 2%3,151 156,279
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 17%3,034 21,406
ZWJ INVESTMENT COUNSEL INC 4%3,000 73,285
Hoover Financial Advisors, Inc. bought3,000 3,000
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 33%2,982 11,916
MOULTON WEALTH MANAGEMENT, INC 1%2,864 228,619
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 11%2,837 28,718
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 1%2,805 270,368
S.A. Mason LLC 37%2,790 10,334
Financial Advantage, Inc. 141%2,749 4,701
PBMares Wealth Management LLC 8%2,725 36,855
Perigon Wealth Management, LLC 1%2,699 264,762
Patten Group, Inc. 23%2,525 13,340
ETRADE Capital Management LLC 17%2,519 17,123
Wallington Asset Management, LLC 1%2,510 324,990
IFG Advisory, LLC 8%2,402 32,064
FLAGSHIP HARBOR ADVISORS, LLC 4%2,288 53,707
DUNCKER STREETT & CO INC 110%2,200 4,200
Wealth Alliance 1%2,187 194,908
Freestone Capital Holdings, LLC 10%2,072 22,477
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought2,000 2,000
Change Path, LLC bought1,998 1,998
Certified Advisory Corp 18%1,989 13,266
Hartland & Co., LLC 3%1,821 63,239
WOLVERINE TRADING, LLC 1%1,775 244,691
Patriot Financial Group Insurance Agency, LLC 17%1,750 12,300
Jaffetilchin Investment Partners, LLC bought1,688 1,688
SeaCrest Wealth Management, LLC 11%1,600 15,664
Lehman & Derafelo Financial Resources LLC 12%1,600 14,700
Pathstone Family Office, LLC bought1,600 1,600
SALEM INVESTMENT COUNSELORS INC bought1,597 1,597
STRATEGY ASSET MANAGERS LLC 6%1,562 25,934
tru Independence LLC 4%1,537 37,361
EWG Elevate Inc. 8%1,423 18,357
MASSMUTUAL TRUST CO FSB/ADV bought1,415 1,415
BerganKDV Wealth Management, LLC 6%1,364 26,162
Hilltop Holdings Inc. 9%1,355 17,150
KCM INVESTMENT ADVISORS LLC 12%1,335 12,538
Laurel Wealth Advisors LLC 260%1,300 1,800
Argent Trust Co 6%1,282 21,881
FRONTIER INVESTMENT MGMT CO 9%1,256 15,353
Ironwood Wealth Management, LLC. bought1,211 1,211
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought1,190 1,190
Asset Dedication, LLC 12%1,123 10,649
Roundview Capital LLC 0%1,108 263,559
Clearbridge Advisors, LLC bought1,103 1,103
AMG National Trust Bank bought1,015 1,015
Main Management LLC bought1,000 1,000
Watch Point Trust Co 7%930 13,430
MERIDIAN INVESTMENT COUNSEL INC. 0%925 249,680
Pettinga Financial Advisors, LLC 1%870 98,500
CENTAURUS FINANCIAL, INC. 2%862 51,746
HM PAYSON & CO bought822 822
PINNACLE ASSOCIATES LTD 7%820 12,974
Moors & Cabot, Inc. 4%800 20,805
WEDBUSH MORGAN SECURITIES INC 1%797 87,254
Western Wealth Management, LLC 2%785 45,075
Toroso Investments, LLC 2%739 48,743
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 4%688 16,201
Capital Planning Advisors, LLC 3%680 25,733
Financial Strategy Network, LLC 6%628 10,707
Homrich & Berg 1%624 55,921
Oakworth Capital, Inc. 42%615 2,085
Stonebridge Financial Planning Group, LLC 192%600 912
Camden Capital, LLC 1%581 47,806
MCF Advisors LLC bought577 577
Eudaimonia Partners, LLC 9%565 6,765
Ellevest, Inc. 31%511 2,156
STIFEL FINANCIAL CORP bought476 476
Financeware, Inc. 2%438 19,495
Sonora Investment Management, LLC 8%403 5,638
United Asset Strategies, Inc. 1%397 40,022
Sandy Spring Bank 4%330 8,232
Riggs Asset Managment Co. Inc. 0%325 89,713
SPRINGBOK CAPITAL MANAGEMENT, LLC bought300 300
Apollon Wealth Management, LLC bought283 283
Sound Income Strategies, LLC 14%218 1,794
Vectors Research Management, LLC bought208 208
Noven Financial Group, Inc. 0%203 242,246
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC bought182 182
Joseph P. Lucia & Associates, LLC 1%179 27,960
FIRST NATIONAL TRUST CO 0%128 55,303
TSFG, LLC 2%115 7,512
Global Retirement Partners, LLC 1%111 15,679
Truvestments Capital LLC bought111 111
Interactive Financial Advisors 1%101 18,517
Concannon Wealth Management, LLC 27%100 469
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought84 84
Slow Capital, Inc. 0%64 16,658
Laurel Wealth Advisors, Inc. 0%64 34,708
Demars Financial Group, LLC bought62 62
Weaver Consulting Group 2%61 2,768
Bedel Financial Consulting, Inc. 3%49 1,977
LifePlan Financial Group, Inc 1%31 5,510
Atlas Private Wealth Advisors bought21 21
Brand Asset Management Group, Inc. bought19 19
Rockbridge Investment Management, LCC bought12 12
Cambridge Advisors Inc. 0%4 13,304
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