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STOCK TICKER:
iShares Core MSCI EAFE ETF   (ticker: IEFA)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 651,159,033
Previous Holdings: 573,784,939
Change: 13.48%
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)
M&T BANK CORP bought15,336,070 15,336,070 UBS Group AG 100%45,622,656 17,085
US BANCORP DE bought12,651,655 12,651,655 J P MORGAN CHASE & CO 11%5,892,790 47,679,314
Alaska Permanent Fund Corp bought10,961,955 10,961,955 Creative Planning 62%4,695,717 2,872,240
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 179%7,815,456 12,174,000 RiverFront Investment Group, LLC 42%1,911,388 2,594,542
ENVESTNET ASSET MANAGEMENT INC 21%7,618,162 43,625,617 WELLS FARGO & CO/MN 7%1,568,090 21,231,364
JONES FINANCIAL COMPANIES LLLP 9%4,046,282 46,712,720 HAVERFORD TRUST CO 42%1,430,768 1,936,971
Betterment LLC 551%2,828,776 3,341,887 Bridgewater Associates, Inc.(Raymond Dalio) 44%1,180,447 1,490,060
PARTNERS CAPITAL INVESTMENT GROUP, LLP 4,251%2,315,639 2,370,107 Oakworth Capital, Inc. sold1,055,964 0
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 15%1,953,300 14,698,400 MYCIO WEALTH PARTNERS, LLC 92%1,018,655 86,370
BANK OF MONTREAL /CAN/ 160%1,768,813 2,875,139 GRIMES & COMPANY, INC. 83%877,566 183,563
FRANKLIN RESOURCES INC 46%1,752,000 5,529,025 GV Capital Management 73%860,754 311,535
NextCapital Advisers, Inc. 38%1,674,420 6,118,556 SEI INVESTMENTS CO 24%806,843 2,514,777
Bank of New York Mellon CORP 24%1,439,197 7,449,550 Raymond James Financial Services Advisors, Inc. 12%733,793 5,479,975
Oak Hill Investment Management, L.P. 82%1,385,854 3,084,267 Susquehanna International Group, LLP 93%646,089 50,900
ROOSEVELT INVESTMENT GROUP INC 465%1,223,167 1,486,244 Edge Capital Group, LLC 64%629,781 353,025
GREENLEAF TRUST 455%1,219,833 1,488,027 Berman Capital Advisors, LLC 98%595,234 14,960
Truepoint, Inc. 290%995,608 1,338,777 Parcion Private Wealth LLC 82%587,899 126,506
Balentine LLC bought915,406 915,406 Independent Advisor Alliance sold586,117 0
BINGHAM OSBORN & SCARBOROUGH LLC 240%907,553 1,285,741 HighTower Advisors, LLC 34%534,994 1,040,173
PARAMETRIC PORTFOLIO ASSOCIATES 14%899,606 7,459,091 FormulaFolio Investments, LLC 78%520,670 148,951
Halbert, Hargrove/Russell LLC bought856,737 856,737 Fulcrum Capital LLC 97%465,962 15,553
Lenox Wealth Advisors, Inc. 4,694%831,592 849,307 Ironsides Asset Advisors, LLC sold456,638 0
STRATEGIC INVESTMENT MANAGEMENT 78%800,730 1,832,220 Ballentine, Finn & Company, Inc. 26%452,528 1,268,166
LPL Financial CORP 7%780,427 12,702,957 Connecticut Wealth Management, LLC 51%446,118 433,817
FIRST CITIZENS BANK & TRUST CO bought754,874 754,874 Streettalk Advisors, LLC 43%423,724 557,137
Bartlett & Co. LLC bought659,600 659,600 Conrad N. Hilton Foundation 14%382,305 2,325,699
Mirae Asset Global Investments Co., Ltd. 38%609,400 2,196,298 SPC Financial, Inc. 79%363,981 98,805
Pure Financial Advisors, Inc. 284%576,672 779,888 KEYBANK NATIONAL ASSOCIATION/OH 4%349,354 8,666,763
PARK AVENUE SECURITIES LLC 24%510,998 2,600,537 VCU Investment Management Co 34%334,345 656,238
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC bought507,000 507,000 FIRST BUSINESS FINANCIAL SERVICES, INC. 29%324,906 790,925
DRW Securities, LLC 142%504,159 859,768 Wharton Business Group, LLC 86%281,170 45,067
ETRADE Capital Management LLC 82%491,366 1,094,033 SENTINEL TRUST CO LBA 54%273,580 236,569
Pennsylvania Trust Co bought490,793 490,793 ALLIANCEBERNSTEIN L.P. 5%273,271 4,968,001
ALESCO ADVISORS LLC 11%489,462 4,880,168 Windham Capital Management, LLC 98%249,624 6,000
Highland Private Wealth Management bought466,814 466,814 Steward Partners Investment Advisory, LLC 37%247,188 425,983
Miracle Mile Advisors, LLC bought464,855 464,855 Pathstone Family Office, LLC 70%243,413 103,112
Progeny 3, Inc. bought434,862 434,862 FDx Advisors, Inc. 86%237,851 38,932
Regis Management CO LLC 134%433,369 756,573 TRUE Private Wealth Advisors 50%236,640 237,338
Aurum Wealth Management Group, LLC 231%397,742 569,966 LVZ Advisors, Inc. 67%234,881 117,083
WADDELL & ASSOCIATES, LLC bought371,635 371,635 Strategic Investment Advisors, Inc sold231,189 0
VICTORY CAPITAL MANAGEMENT INC 6%368,607 6,673,845 WESTWOOD HOLDINGS GROUP INC 11%223,295 1,724,566
RAYMOND JAMES & ASSOCIATES 1%364,489 39,937,342 Edmonds Duncan Registered Investment Advisors, LLC sold209,909 0
CAPITAL ONE FINANCIAL CORP bought353,575 353,575 Janney Capital Management LLC 10%205,977 1,961,669
LAKE STREET ADVISORS GROUP, LLC 187%316,193 485,709 MISSION WEALTH MANAGEMENT, LLC 21%204,813 764,552
BDO Wealth Advisors, LLC 103%315,402 621,319 Adviser Investments LLC 89%193,542 23,007
Janney Montgomery Scott LLC 13%313,441 2,668,103 IEQ CAPITAL, LLC sold191,227 0
Tarbox Group, Inc. 18,345%308,739 310,422 BLAIR WILLIAM & CO/IL 45%186,256 230,180
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 6%293,756 5,631,485 PAX Financial Group, LLC sold181,208 0
COMMONWEALTH EQUITY SERVICES, LLC. 13%279,145 2,356,770 Capital Analysts, Inc. 19%175,397 736,814
WELLINGTON MANAGEMENT CO LLP 10%263,849 2,927,227 UNIVERSITY OF CHICAGO sold175,371 0
WEALTHSOURCE PARTNERS, LLC 52%262,346 763,400 MV Capital Management, Inc. 99%172,751 2,527
FIFTH THIRD BANCORP 7%260,685 4,214,904 Private Advisor Group, LLC 24%169,137 546,625
PUTNAM FL INVESTMENT MANAGEMENT CO 59%259,619 698,572 CANTOR FITZGERALD INVESTMENT ADVISER L.P. 86%167,715 26,181
S. R. Schill & Associates bought258,404 258,404 HIGHLAND CAPITAL MANAGEMENT CORP 36%159,622 289,476
Modera Wealth Management, LLC 100%247,313 495,070 UNITED SERVICES AUTOMOBILE ASSOCIATION 2%156,013 8,052,755
Steel Peak Wealth Management LLC bought234,642 234,642 Parkside Investments, LLC 54%152,197 132,013
Ancora Advisors, LLC bought229,791 229,791 Matson Money. Inc. 8%150,300 1,709,247
McCutchen Group LLC 743%215,780 244,834 AE Wealth Management LLC 40%149,160 221,094
Veracity Capital LLC bought215,211 215,211 Goss Wealth Management LLC 35%146,070 275,258
Affinity Capital Advisors, LLC bought210,372 210,372 AdvicePeriod, LLC 28%141,676 364,990
BKD Wealth Advisors, LLC 272%205,201 280,654 IndexIQ Advisors LLC 72%140,935 55,541
REGIONS FINANCIAL CORP 59%196,398 529,142 Johanson Financial Advisors, Inc. sold137,796 0
BerganKDV Wealth Management, LLC 459%194,367 236,744 Country Club Trust Company, n.a. 56%131,762 101,889
Spectrum Management Group, Inc. 3,564%192,523 197,925 Covenant Multifamily Offices, LLC 77%122,808 36,707
WAYNE HUMMER ASSET MANAGEMENT CO 56%176,725 490,072 55I, LLC sold119,205 0
F3Logic, LLC 44%176,201 572,941 Blue Chip Partners, Inc. sold118,100 0
Alera Investment Advisors, LLC bought172,858 172,858 CKW FINANCIAL GROUP 11%117,513 908,357
FFT WEALTH MANAGEMENT LLC 69%159,175 389,580 Ferris Capital, LLC sold116,957 0
MASON STREET ADVISORS LLC 256%155,000 215,600 Parallel Advisors, LLC 42%114,138 155,584
Altium Wealth Management LLC 9%152,081 1,771,549 CAPE COD FIVE CENTS SAVINGS BANK 15%112,585 653,726
CONDOR CAPITAL MANAGEMENT 131%147,967 261,280 FIERA SCEPTRE INC. 31%112,333 251,734
Mariner Wealth Advisors, LLC 7%147,163 2,266,699 Williams Jones Wealth Management, LLC. 84%112,323 21,040
BLB&B Advisors, LLC 377%143,627 181,767 Aprio Wealth Management, LLC 87%110,214 17,010
DAN L DUNCAN FOUNDATION 19%142,567 890,713 Karp Capital Management Corp sold108,758 0
Sullivan, Bruyette, Speros & Blaney, Inc. bought139,735 139,735 Omnia Family Wealth, LLC sold107,557 0
Main Management LLC 199%139,299 209,183 WealthStone, Inc. sold105,617 0
Wealth Architects, LLC 167%122,212 195,201 ALLSTATE CORP 23%101,500 339,490
Abundance Wealth Counselors 12%121,403 1,163,187 Riggs Asset Managment Co. Inc. 99%101,287 1,116
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 6%117,513 2,005,250 InterOcean Capital, LLC 73%101,073 37,573
Altavista Wealth Management, Inc. bought116,956 116,956 Bremer Bank National Association 22%101,026 361,978
Yale Capital CORP 262%116,023 160,310 Hefren-Tillotson, Inc. 62%99,201 59,822
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 408%115,719 144,080 Pasadena Private Wealth, LLC sold98,903 0
WHITTIER TRUST CO 48%112,715 349,419 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 12%97,120 713,954
MONETA GROUP INVESTMENT ADVISORS INC 36%109,923 412,467 Emerson Wealth Management, LLC 96%96,492 4,171
Acropolis Investment Management, LLC 57%106,413 293,012 Financial Network 16%92,199 470,764
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 117%106,245 197,309 TEXAS CAPITAL BANCSHARES INC/TX 78%84,341 23,132
First Command Financial Services, Inc. 780%104,135 117,487 UNIONBANCAL CORP 15%82,375 469,064
First Command Bank 780%104,135 117,487 Sailer Financial LLC 48%82,055 88,540
CAPTRUST FINANCIAL ADVISORS bought103,597 103,597 NEW ENGLAND GUILD WEALTH ADVISORS, INC. 54%79,918 69,130
Waldron, LP bought102,472 102,472 JUMP TRADING, LLC 70%79,243 33,257
INTRUST BANK NA 19%100,792 643,136 Cornerstone Advisory, LLP sold74,390 0
HANCOCK HOLDING CO 187%100,281 154,024 Merriman Wealth Management, LLC 37%71,305 120,786
Personal Resources Investment & Strategic Management, Inc. bought97,445 97,445 Royal Harbor Partners, LLC sold68,349 0
Beacon Pointe Advisors, LLC 98%94,840 191,507 Concorde Asset Management, LLC sold67,739 0
Nachman Norwood & Parrott, Inc bought92,974 92,974 Chicago Wealth Management, Inc. sold66,756 0
HYA Advisors, Inc bought91,824 91,824 Neuberger Berman Group LLC 4%65,266 1,768,382
CWM, LLC 3%90,146 3,492,523 CITIGROUP INC 24%64,926 207,923
PNC FINANCIAL SERVICES GROUP INC 10%88,542 944,510 COLONY GROUP LLC 21%61,320 234,880
Klingman & Associates, LLC bought84,184 84,184 Gerber Kawasaki Wealth & Investment Management 79%60,228 15,749
MCF Advisors LLC 21%84,149 482,286 Private Wealth Advisors, Inc. sold59,952 0
M Holdings Securities, Inc. bought79,937 79,937 BRINKER CAPITAL INC 16%58,915 301,650
Silicon Hills Wealth Management, LLC 1,582,900%79,145 79,150 Colonial Asset Management, Inc. 56%58,422 45,256
SIGMA INVESTMENT COUNSELORS INC 60%77,528 206,634 DeGreen Capital Management LLC sold58,315 0
INVESTMENT PARTNERS LTD /OH/ /ADV 284%76,383 103,266 Wela Strategies, LLC 27%57,283 153,589
Legacy Financial Advisors, Inc. 159%75,741 123,384 Outlook Wealth Advisors, LLC sold56,687 0
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 4%75,000 1,875,000 Columbia Trust Co 01012016 sold55,899 0
Bernardo Wealth Planning LLC 664%74,727 85,974 Syntal Capital Partners, LLC 18%55,590 260,299
STATE BANK & TRUST 8%71,390 952,222 J.W. COLE ADVISORS, INC. sold54,202 0
Opus Capital Group, LLC 40%70,464 247,567 Rossmore Private Capital 33%53,867 108,998
First Financial Bank, N.A. - Trust Division 8%66,819 909,419 Calamos Wealth Management LLC 74%53,495 18,891
FIFTH THIRD SECURITIES, INC. bought66,792 66,792 LGL PARTNERS, LLC 29%50,862 125,104
Peninsula Wealth, LLC bought65,600 65,600 STATE OF WISCONSIN INVESTMENT BOARD 15%50,600 284,480
Amerivest Investment Management LLC 1%65,352 5,522,333 Private Advisory Group LLC sold49,955 0
Buckingham Asset Management, LLC 1,274%65,040 70,144 Regal Investment Advisors, LLC sold49,500 0
KMG FIDUCIARY PARTNERS, LLC bought64,010 64,010 NewDay Solutions, LLC 74%49,056 17,554
NORTH AMERICAN MANAGEMENT CORP 23%63,517 345,196 Mountain Capital Investment Advisors, Inc 19%48,337 201,039
Plancorp, LLC bought62,065 62,065 Choate Investment Advisors 86%48,119 7,759
Kuntz Lesher Capital LLC 5%61,193 1,174,656 BP WEALTH MANAGEMENT, LLC 30%47,151 110,805
Patriot Investment Management Inc. 497%60,076 72,156 FURE FINANCIAL CORP sold46,885 0
MAI Wealth Advisors 12%60,026 581,740 CHESLEY TAFT & ASSOCIATES LLC/IL sold46,425 0
Northwest Quadrant Wealth Management, LLC 13%58,608 505,336 Center for Financial Planning, Inc. 5%46,383 822,989
Southern Wealth Management, LLP bought56,892 56,892 BAHL & GAYNOR INC sold45,173 0
Asset Dedication, LLC 50%54,512 162,643 Fundamentun, LLC 27%45,149 122,173
Epstein & White Financial LLC bought53,715 53,715 HPM Partners LLC 16%45,003 229,939
Stratos Wealth Partners, LTD. 24%52,815 270,514 Rafferty Asset Management, LLC 21%44,975 169,004
CONNING Asset Management Co. 60%52,185 139,565 RIVERSEDGE ADVISORS, LLC sold44,659 0
Archetype Wealth Partners, LLC 60%51,264 137,068 MML INVESTORS SERVICES, LLC 3%44,594 1,292,206
Hoover Financial Advisors, Inc. bought51,166 51,166 FIRST NATIONAL TRUST CO 17%44,328 215,425
PFS INVESTMENTS INC. 18%50,276 330,739 Keudell/Morrison Wealth Management 83%44,236 9,053
SigFig Wealth Management, LLC 10%49,926 532,724 LAZARD ASSET MANAGEMENT LLC 47%43,970 48,797
Stone House Investment Management, LLC 30%49,679 217,253 Argent Advisors, Inc. 29%41,704 101,787
Wade Financial Advisory, Inc 728%49,678 56,503 RVW Wealth, LLC 83%41,628 8,511
Roble, Belko & Company, Inc 276%47,563 64,805 Mattern Wealth Management LLC sold40,009 0
ISLAY CAPITAL MANAGEMENT, LLC 9,629%46,892 47,379 BENJAMIN F. EDWARDS & COMPANY, INC. 85%39,263 6,911
Relyea Zuckerberg Hanson LLC bought46,285 46,285 Towercrest Capital Management 19%39,070 166,079
One Capital Management, LLC 544%46,105 54,583 Armbruster Capital Management, Inc. 31%38,335 84,445
Wealth Quarterback LLC bought46,001 46,001 Squarepoint Ops LLC sold37,944 0
PFG Financial Advisors 5%44,167 978,704 Tillar-Wenstrup Advisors, LLC sold37,875 0
First Allied Advisory Services, Inc. 15%43,827 333,151 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 68%36,813 17,623
Union Bankshares Corp bought42,981 42,981 CCG WEALTH MANAGEMENT, LLC 48%34,991 38,621
Sage Advisory Services, Ltd.Co. 10%41,354 451,279 Parsec Financial Management, Inc. 38%34,035 56,509
Fusion Family Wealth LLC 118%40,189 74,106 LWS Wealth Advisors, Inc. 16%33,868 174,917
Johnson Financial Group, Inc. 54%39,824 112,928 Brookstone Capital Management 12%32,312 235,871
Robertson Stephens Wealth Management, LLC 997%38,735 42,619 Rockefeller Capital Management L.P. 78%31,995 9,147
COLDSTREAM CAPITAL MANAGEMENT INC 19%38,704 243,333 Montecito Bank & Trust 21%31,047 117,090
Financial Engines Advisors L.L.C. 8%38,403 501,882 WHITTIER TRUST CO OF NEVADA INC 7%30,755 400,580
BRYN MAWR TRUST CO/PA bought37,020 37,020 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 61%30,571 19,384
FIDUCIARY TRUST CO 147%36,957 62,177 Red Door Wealth Management, LLC 100%29,909 134
Ullmann Financial Group, Inc. 12%36,227 332,709 PINNACLE FINANCIAL PARTNERS INC 23%29,566 97,768
Sharkey, Howes & Javer 29%35,725 158,244 Fisher Asset Management, LLC(Kenneth L. Fisher) 76%29,377 9,249
Hirtle Callaghan & Co Inc 13,209%35,532 35,801 LPWM LLC 14%29,262 182,145
University of Massachusetts Foundation, Inc. 4%33,600 847,884 Great Point Wealth Advisors, LLC 51%28,795 27,618
Summit Trail Advisors, LLC 1,038%33,500 36,727 GYL FINANCIAL SYNERGIES, LLC 16%28,227 144,514
Bangor Savings Bank 6%33,406 635,166 NewFocus Financial Group, LLC 26%28,014 81,280
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC bought33,209 33,209 Global Strategic Investment Solutions, LLC sold27,883 0
Hartland & Co., LLC 38%32,758 118,290 Silverleafe Capital Partners, LLC sold27,433 0
FINANCIAL LIFE ADVISORS 11%32,459 322,504 Verdence Capital Advisors LLC sold26,657 0
Apollon Wealth Management, LLC bought32,264 32,264 Princeton Portfolio Strategies Group LLC sold26,524 0
PROEQUITIES, INC. 30%32,079 137,627 Patton Albertson & Miller, LLC 28%23,045 58,534
TRUEWEALTH LLC 50%31,243 93,877 Jaffetilchin Investment Partners, LLC 66%22,917 11,824
Coconut Grove Bank 37%30,800 114,617 DAVIDSON D A & CO 29%21,699 52,514
ERn Financial, LLC bought30,702 30,702 National Asset Management, Inc. 11%21,128 165,953
Van Hulzen Asset Management, LLC 212%30,473 44,846 Koshinski Asset Management, Inc. 40%21,075 31,673
SYNOVUS FINANCIAL CORP 101%30,206 60,238 AdvisorNet Financial, Inc 25%20,968 61,495
LBMC INVESTMENT ADVISORS, LLC 10%29,895 315,004 SPINNAKER TRUST 12%20,479 144,402
Sowell Financial Services LLC 49%29,447 89,589 UMA Financial Services, Inc. 8%20,465 232,585
Milestone Group, Inc. 82%29,309 65,182 Arvest Trust Co sold19,976 0
Fragasso Group Inc. 9%29,220 353,773 TL Private Wealth 45%19,692 23,841
LIBERTY WEALTH MANAGEMENT LLC 49%29,050 87,988 Vestmark Advisory Solutions, Inc. 44%19,344 24,799
Stratford Consulting, LLC bought28,994 28,994 INTL FCSTONE INC. 33%19,304 38,988
ASSOCIATED BANC-CORP 47%28,566 89,234 C-J Advisory, Inc 14%18,797 114,085
RAYMOND JAMES TRUST CO 8%28,405 396,079 Gibson Capital Management, Ltd. sold18,532 0
SJA Financial Advisory, LLC 10%28,210 320,034 Texas Capital Bank Wealth Management Services Inc 4%18,503 500,798
Burt Wealth Advisors 2,054%27,957 29,318 Baystate Wealth Management LLC 20%17,506 71,598
Drexel Morgan & Co. 29%27,720 122,327 Chevy Chase Trust Holdings, Inc. sold17,453 0
DEUTSCHE BANK AG 121%27,625 50,473 Avondale Wealth Management 20%17,395 71,250
Sontag Advisory, LLC bought27,583 27,583 Copperleaf Capital, LLC 22%16,851 61,399
Kingsview Wealth Management, LLC bought27,498 27,498 PRIVATE TRUST CO NA 33%16,650 33,078
Litman Gregory Asset Management LLC 60,567%27,255 27,300 Perennial Investment Advisors, LLC 59%16,614 11,388
Ledyard National Bank 10%26,318 300,345 Polaris Wealth Advisers, LLC sold16,295 0
MASSMUTUAL TRUST CO FSB/ADV bought25,239 25,239 Savant Capital Management Inc 33%15,253 30,475
Bogart Wealth, LLC 31%25,163 105,498 Sequoia Financial Advisors, LLC 62%14,738 9,113
Omega Financial Group, LLC 130%25,086 44,334 TRANSCEND WEALTH COLLECTIVE, LLC 61%14,669 9,293
One Wealth Advisors, LLC bought24,769 24,769 ELEMENT POINTE ADVISORS, LLC sold14,570 0
Sugarloaf Wealth Management, LLC 16%24,529 175,284 CARY STREET PARTNER INVESTMENT ADVISORY LLC 50%13,977 14,242
Resonant Capital Advisors, LLC 35%24,045 92,917 HBK Sorce Advisory LLC 44%13,900 17,396
BSW Wealth Partners 7%23,142 369,836 Gryphon Financial Partners LLC sold13,724 0
HawsGoodwin Investment Management LLC 10%22,906 255,529 IFP Advisors, Inc 15%13,701 78,507
PACIFIC CAPITAL WEALTH ADVISORS, INC 16%21,981 155,300 MERCER GLOBAL ADVISORS INC /ADV 22%13,663 49,761
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 20%21,757 132,148 CVA Family Office, LLC 11%13,192 108,762
Princeton Global Asset Management LLC 840%21,512 24,073 Horan Securities, Inc. 94%12,974 901
CAHABA WEALTH MANAGEMENT, INC. 75%20,985 48,827 PFG Advisors 40%12,896 19,672
JNB Advisors LLC bought20,857 20,857 NOTTINGHAM ADVISORS, INC. 1%12,886 914,249
Burns Wealth Management, Inc. 18%20,582 134,667 MARINO, STRAM & ASSOCIATES LLC sold12,537 0
Summit X, LLC 17%20,235 136,676 Capital Financial Planning, LLC 22%12,097 42,858
Brickley Wealth Management 15%19,903 150,880 Carroll Financial Associates, Inc. 47%11,862 13,197
9258 Wealth Management, LLC bought19,569 19,569 BOSTON RESEARCH & MANAGEMENT INC 19%11,809 49,533
Kovack Advisors, Inc. 44%19,194 62,360 SILVERCREST ASSET MANAGEMENT GROUP LLC 13%11,805 81,565
THRIVENT FINANCIAL FOR LUTHERANS 11%18,703 191,028 V Wealth Management,LLC 62%11,721 7,303
Maxim Capital Management LLC bought18,656 18,656 FIRST TRUST ADVISORS LP 16%11,716 61,906
STERLING INVESTMENT ADVISORS LLC /ADV 5%18,591 366,808 Integrated Wealth Concepts LLC 4%11,681 301,527
Firestone Capital Management 72,352%18,088 18,113 Glenview Trust Co 24%11,530 36,691
CITIZENS FINANCIAL GROUP INC/RI 16%17,943 127,690 Sepio Capital, LLC sold11,496 0
Shoker Investment Counsel, Inc. 18%17,931 116,376 Comprehensive Portfolio Management, LLC 56%11,425 8,829
Investure LLC 13%17,800 152,796 Capital Bank & Trust Co 70%11,151 4,695
Hanlon Investment Management, Inc. 13%17,596 152,221 Aviance Capital Partners, LLC 62%11,002 6,815
Integrated Investment Consultants, LLC bought17,285 17,285 Impax Asset Management Group plc 9%10,536 109,923
New Capital Management LP bought16,466 16,466 SVB Wealth Advisory, Inc. 18%10,241 46,241
FIRST UNITED BANK TRUST/ 64%16,221 41,693 Petix & Botte Co 15%10,192 56,243
Blue Zone Wealth Advisors, LLC bought16,141 16,141 PEAPACK GLADSTONE FINANCIAL CORP sold10,007 0
Pembroke Management, LTD 54%15,755 44,867 Good Life Advisors, LLC 20%9,999 40,293
Stokes Family Office, LLC 9%15,670 185,304 Cetera Investment Advisers 8%9,548 106,315
DAVENPORT & CO LLC 17%15,450 105,216 LifeSteps Financial, Inc. sold9,487 0
Carlson Capital Management bought15,320 15,320 O'Dell Group, LLC sold9,379 0
LINCOLN CAPITAL CORP bought15,240 15,240 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 43%9,331 12,318
Valeo Financial Advisors, LLC 15%15,226 118,385 Emerald Advisors, LLC sold9,083 0
DIVERGENT WEALTH ADVISORS, LLC 88%15,195 32,370 Insight Wealth Strategies, LLC 32%9,053 18,806
MIRSKY FINANCIAL MANAGEMENT CORP. 20%15,017 89,957 Global Retirement Partners, LLC 3%8,986 328,506
Strategic Wealth Advisors Group,Inc. 18%14,674 98,330 Personal Wealth Partners 28%8,895 22,886
PLANNING ALTERNATIVES LTD /ADV 11%14,598 144,972 Soltis Investment Advisors LLC 13%8,873 58,300
Bristlecone Advisors, LLC bought14,520 14,520 Conservest Capital Advisors, Inc. 1%8,859 689,060
HUNTINGTON NATIONAL BANK 118%14,403 26,657 WASHINGTON TRUST CO 5%8,842 175,992
Community Bank, N.A. 4%14,011 339,949 Partnervest Advisory Services LLC 61%8,716 5,560
Prime Capital Investment Advisors, LLC bought13,972 13,972 LCNB CORP 5%8,682 160,528
Global Wealth Management Investment Advisory, Inc. 17%13,955 95,247 Lido Advisors, LLC 32%8,357 17,590
Bay Harbor Wealth Management, LLC 31%13,885 57,974 Heritage Trust Co 15%8,331 45,745
CPCM, LLC bought13,508 13,508 Kathmere Capital Management, LLC 39%8,329 13,222
MANAGED ACCOUNT SERVICES INC 52%13,484 39,459 Massey, Quick & Co., LLC 74%8,181 2,913
Financial Partners Group, Inc 3%12,967 398,548 Venture Visionary Partners LLC 4%8,125 223,398
STRATEGY ASSET MANAGERS LLC 165%12,803 20,554 Meridian Wealth Management, LLC sold8,022 0
Black Diamond Financial, LLC 155%12,686 20,852 LAKE STREET FINANCIAL LLC sold8,005 0
Evercore Wealth Management, LLC 49%12,362 37,822 Sunburst Financial Group, LLC sold7,962 0
ANDERSON FISHER LLC 2%12,348 513,830 King Wealth Management Group, LLC 27%7,919 21,693
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4%12,036 296,761 STALEY CAPITAL ADVISERS INC sold7,919 0
Essex Financial Services, Inc. bought11,714 11,714 Legacy Wealth Planning, LLC sold7,899 0
NEXT Financial Group, Inc 20%11,676 69,115 CREDIT SUISSE/ 29%7,769 18,918
MinichMacGregor Wealth Management, LLC bought11,649 11,649 Financial Advocates Investment Management 6%7,603 114,445
Icon Wealth Partners, LLC 5%11,498 236,711 HUNTINGTON ASSET ADVISORS, INC. 91%7,546 759
NORTHWEST WEALTH MANAGEMENT, LLC 138%11,458 19,764 Krilogy Financial LLC sold7,363 0
FIRST HAWAIIAN BANK 1%10,413 1,404,628 BOYS ARNOLD & CO INC 5%7,360 132,709
Diversified Trust Co 33%10,218 40,919 Maltin Wealth Management, Inc. 9%7,301 77,143
Pinnacle Wealth Planning Services, Inc. bought10,208 10,208 NWAM LLC sold7,131 0
BBR PARTNERS, LLC bought10,197 10,197 Godshalk Welsh Capital Management, Inc. 32%7,000 14,875
Western Wealth Management, LLC 44%10,164 33,206 Gradient Capital Advisors, LLC sold6,894 0
Fairhaven Wealth Management, LLC 6%10,087 172,932 Merit Financial Group, LLC 28%6,878 17,546
AMERICAN CENTURY COMPANIES INC 15%9,700 75,900 Capital Investment Advisory Services, LLC 87%6,818 1,027
Portland Global Advisors LLC 27%9,531 45,232 MATHER GROUP, INC. 21%6,786 25,174
Hudson Capital Management LLC 4%9,467 267,582 Sound View Wealth Advisors Group, LLC 24%6,679 20,773
WAGNER CAPITAL MANAGEMENT CORP 18%9,440 61,006 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 6%6,500 100,501
Argent Trust Co 5%9,338 209,777 River Wealth Advisors LLC sold6,476 0
Mount Yale Investment Advisors, LLC 18%9,092 60,275 CHARTER TRUST CO sold6,387 0
Dorsey & Whitney Trust CO LLC 36%9,018 34,389 Trexquant Investment LP sold6,382 0
NBT BANK N A /NY bought8,978 8,978 Actinver Wealth Management, Inc. 41%6,375 9,040
StrongBox Wealth, LLC bought8,888 8,888 Lavaca Capital LLC 31%6,312 13,925
ASPIRIANT, LLC 4%8,819 212,982 Brand Asset Management Group, Inc. 27%6,306 17,476
Cougar Global Investments Ltd 3%8,449 256,414 Parisi Gray Wealth Management 20%6,279 24,775
Eudaimonia Partners, LLC bought8,236 8,236 Cooper Financial Group 49%6,221 6,490
Vestcor Investment Management Corp 35%8,100 31,300 PrairieView Partners, LLC 22%6,160 21,494
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 79%8,042 18,193 Beacon Financial Advisory LLC 34%6,147 12,045
Perigon Wealth Management, LLC 185%7,716 11,876 Smith & Howard Wealth Management, LLC 5%6,128 115,486
Regent Peak Wealth Advisors LLC 6%7,639 143,499 Beirne Wealth Consulting Services, LLC 13%6,062 42,020
CABOT MONEY MANAGEMENT INC 12%7,616 73,791 RMB Capital Management, LLC sold5,962 0
Kerntke Otto McGlone Wealth Management Group 13%7,455 65,191 TIEDEMANN WEALTH MANAGEMENT, LLC 16%5,934 31,859
TIEMANN INVESTMENT ADVISORS, LLC 40%7,291 25,665 HighMark Wealth Management LLC 55%5,894 4,881
Cabot-Wellington, LLC 1%7,219 886,643 TWIN FOCUS CAPITAL PARTNERS, LLC 2%5,851 237,674
Private Capital Group, LLC 51%7,186 21,365 Andesa Financial Management Inc. sold5,798 0
Palisade Asset Management, LLC 123%7,156 12,988 Independence Wealth Advisors, Inc. 3%5,698 162,721
Emerald Investment Partners, LLC 11%7,120 74,685 SCHMIDT P J INVESTMENT MANAGEMENT INC sold5,667 0
CONGRESS ASSET MANAGEMENT CO /MA bought6,970 6,970 Spears Abacus Advisors LLC sold5,520 0
JANE STREET GROUP, LLC bought6,897 6,897 COOPER/HAIMS ADVISORS, LLC sold5,505 0
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 196%6,811 10,279 CALTON & ASSOCIATES, INC. sold5,462 0
HALLMARK CAPITAL MANAGEMENT INC 29%6,804 30,069 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC sold5,413 0
Advocacy Wealth Management Services, LLC 53%6,765 19,597 Personal Capital Advisors Corp sold5,398 0
Birch Hill Investment Advisors LLC bought6,732 6,732 XML Financial, LLC sold5,254 0
OLD NATIONAL BANCORP /IN/ 5%6,711 130,357 Guidance Point Advisors, LLC 3%5,169 149,137
Ariel Capital Advisors, LLC 20%6,620 39,585 Windsor Group LTD 6%5,081 78,540
Inscription Capital, LLC bought6,613 6,613 VIVID FINANCIAL MANAGEMENT, INC. sold5,025 0
SMITH SHELLNUT WILSON LLC /ADV 16%6,561 47,589 Alpha Cubed Investments, LLC sold5,022 0
Stolper Co bought6,532 6,532 STEPHENSON NATIONAL BANK & TRUST 98%4,968 125
Providence Capital Advisors, LLC 13%6,519 57,668 TD Capital Management LLC 94%4,907 340
STEPHENS INC /AR/ bought6,514 6,514 Magnus Financial Group LLC sold4,898 0
Cypress Wealth Services, LLC 6%6,511 108,159 WEDBUSH MORGAN SECURITIES INC 31%4,896 10,870
LEAVELL INVESTMENT MANAGEMENT, INC. 165%6,360 10,213 Eldridge Investment Advisors, Inc. sold4,825 0
Quadrant Private Wealth Management, LLC 115%6,230 11,626 Paracle Advisors, LLC 9%4,785 48,012
Wealthsimple US, Ltd. bought6,128 6,128 We Are One Seven, LLC 46%4,772 5,539
Wellspring Financial Advisors, LLC bought6,031 6,031 Patten Group, Inc. 14%4,748 28,169
CAPITAL CITY TRUST CO/FL 99%5,949 11,979 ROWLAND CARMICHAEL ADVISORS INC /ADV sold4,667 0
WETHERBY ASSET MANAGEMENT INC 99%5,891 11,855 Traynor Capital Management, Inc. sold4,627 0
ARKANSAS FINANCIAL GROUP, INC. bought5,649 5,649 Bishop & Co Investment Management, LLC 2%4,537 256,488
Asset Planning Services, Ltd. 6%5,594 106,406 Dynamic Advisors Solutions LLC 16%4,465 24,054
Element Wealth, LLC 6%5,464 92,541 BAINCO INTERNATIONAL INVESTORS 39%4,420 6,800
Geller Family Office Services, LLC bought5,435 5,435 Charles Schwab Trust Co sold4,410 0
KCS Wealth Advisory 151%5,386 8,949 Vivaldi Capital Management, LLC 18%4,375 19,999
KDI CAPITAL PARTNERS LLC 17%5,238 36,083 BRANDYWINE OAK PRIVATE WEALTH LLC sold4,325 0
Warren Averett Asset Management, LLC 20%5,188 30,554 Nikulski Financial, Inc. 49%4,265 4,377
First Citizens Financial Corp 16%5,171 36,696 Baltimore-Washington Financial Advisors, Inc. 5%4,230 89,402
DOHJ, LLC 4%5,167 131,407 Northwest Capital Management Inc sold4,189 0
BRONFMAN E.L. ROTHSCHILD, L.P. 24%5,162 26,616 Arbor Investment Advisors, LLC sold4,096 0
Harbour Capital Advisors, LLC 4%5,035 126,947 Evolution Wealth Advisors, LLC sold4,093 0
MA Private Wealth 3%4,994 156,822 REGENTATLANTIC CAPITAL LLC sold4,084 0
PLANNING DIRECTIONS INC bought4,875 4,875 HOHIMER WEALTH MANAGEMENT, LLC sold4,082 0
CONSOLIDATED PLANNING CORP bought4,862 4,862 Change Path, LLC sold4,078 0
ROWLAND & CO INVESTMENT COUNSEL/ADV bought4,758 4,758 Family Management Corp 73%4,007 1,517
Evensky & Katz, Inc. 169%4,706 7,488 Claro Advisors LLC sold4,003 0
Twele Capital Management, Inc. 36%4,653 17,700 BEESE FULMER INVESTMENT MANAGEMENT, INC. sold3,974 0
CAROLINAS WEALTH CONSULTING LLC bought4,621 4,621 Watch Point Trust Co sold3,947 0
GOFEN & GLOSSBERG LLC /IL/ 3%4,589 146,496 Busey Trust CO 5%3,901 79,227
SMITH CAPITAL MANAGEMENT INC /AR/ADV 50%4,580 13,783 Financial Advisory Group sold3,884 0
MOODY NATIONAL BANK TRUST DIVISION 10%4,555 49,685 Calamos Advisors LLC sold3,884 0
Demars Financial Group, LLC bought4,536 4,536 Day & Ennis, LLC 4%3,884 103,138
Roundview Capital LLC 45%4,514 14,640 NORTHWEST INVESTMENT COUNSELORS, LLC sold3,838 0
Fortis Advisors, LLC bought4,339 4,339 JOHNSON INVESTMENT COUNSEL INC 16%3,815 20,013
COURIER CAPITAL CORP bought4,319 4,319 Camden Capital, LLC sold3,801 0
Edge Wealth Management LLC 124%4,252 7,678 Legacy Advisors, LLC sold3,800 0
Strategic Investment Advisors / MI 40%4,172 14,566 Graves-Light Private Wealth Management, Inc. sold3,795 0
EP Wealth Advisors, Inc. bought4,096 4,096 Laurel Wealth Advisors, Inc. sold3,780 0
Joel Isaacson & Co., LLC bought4,085 4,085 CULBERTSON A N & CO INC sold3,769 0
NICOLET BANKSHARES INC bought4,075 4,075 HOWARD FINANCIAL SERVICES, LTD. sold3,742 0
S&T BANK/PA bought4,064 4,064 Tortoise Investment Management, LLC 3%3,715 108,947
Integrated Advisors Network LLC 6%4,061 69,217 Taylor, Cottrill, Erickson & Associates, Inc. sold3,700 0
Veritable, L.P. 14%4,025 33,315 Well Done, LLC sold3,656 0
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 3%3,820 126,745 Financial Advisory Service, Inc. 7%3,652 45,201
SHINE INVESTMENT ADVISORY SERVICES INC 555%3,805 4,491 JFS WEALTH ADVISORS, LLC 16%3,616 18,646
Westside Investment Management, Inc. bought3,800 3,800 Meridian Wealth Advisors, LLC sold3,611 0
Peak Financial Management, Inc. 5%3,791 78,398 Cutler Group LP sold3,600 0
Schwab Charitable Fund 83%3,744 8,236 VAUGHAN AND COMPANY SECURITIES, INC. 30%3,593 8,376
PEOPLES BANK NATIONAL ASSOCIATION 5%3,693 72,910 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV sold3,586 0
CAPITAL WEALTH MANAGEMENT, LLC 58%3,681 10,069 Diversified Portfolios, Inc. sold3,474 0
HM PAYSON & CO bought3,666 3,666 Stratos Wealth Advisors, LLC 11%3,442 26,602
Advisory Resource Group 18%3,596 23,465 FIRST AMERICAN TRUST CO sold3,422 0
Global Trust Asset Management, LLC 12%3,480 31,506 BBK Capital Partners, LLC sold3,317 0
Osborn Rohs Williams & Donohoe Ltd bought3,428 3,428 BlueSky Wealth Advisors, LLC 7%3,300 41,615
TOMPKINS FINANCIAL CORP 3%3,318 105,675 Angeles Investment Advisors, LLC sold3,290 0
Essex Savings Bank 23%3,314 17,609 COMPTON CAPITAL MANAGEMENT INC /RI sold3,290 0
Capital Advisors, Ltd. LLC 16%3,295 23,972 CORBETT ROAD CAPITAL MANAGEMENT, LLC 10%3,287 29,611
Eqis Capital Management, Inc. bought3,181 3,181 KCM INVESTMENT ADVISORS LLC sold3,189 0
Investors Research Corp 3,360%3,158 3,252 BLUESTEIN R H & CO 14%3,171 20,295
Golden State Wealth Management, LLC bought3,147 3,147 ELM ADVISORS, LLC sold3,160 0
FRONT BARNETT ASSOCIATES LLC 5%3,110 68,275 FOSTER DYKEMA CABOT & CO INC/MA 0%3,155 858,061
SIGNATUREFD, LLC 28%3,083 13,951 Hubbell Strickland Wealth Management, LLC 6%3,140 47,134
Lineweaver Wealth Advisors, LLC 1%3,053 232,372 Ironwood Wealth Management, llc 90%3,125 342
IFG Advisory, LLC 30%3,049 13,177 OAKWOOD CAPITAL MANAGEMENT LLC/CA sold3,091 0
VIRIDIAN RIA, LLC 3%2,996 88,768 Beaumont Financial Partners, LLC sold3,081 0
CENTAURUS FINANCIAL, INC. 23%2,953 15,996 Multi-Financial Securities Corp 1%2,970 239,845
Global Financial Private Capital, LLC 8%2,941 41,956 McNamara Financial Services, Inc. 35%2,883 5,416
Aveo Capital Partners, LLC 10%2,860 30,722 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 9%2,840 27,690
Baird Financial Group, Inc. bought2,835 2,835 Crescent Grove Advisors, LLC 3%2,833 108,914
PROFFITT & GOODSON INC bought2,829 2,829 Private Wealth Advisors, LLC 16%2,815 15,311
Pinnacle Bank 118%2,788 5,144 Lee Financial CORP 4%2,812 76,037
CRA Financial Services, LLC 44%2,763 9,083 PagnatoKarp Partners LLC 7%2,726 37,916
Advisory Alpha, LLC 42%2,709 9,183 Argent Wealth Management LLC 1%2,724 208,077
HARRELL INVESTMENT PARTNERS, LLC 3%2,672 106,366 WEBSTER BANK, N. A. 2%2,717 115,804
CA Family Wealth, LLC 25%2,617 13,081 Blue Fin Capital, Inc. 20%2,715 10,745
Aspire Private Capital, LLC 22%2,592 14,492 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 13%2,671 18,342
Rosenberg Matthew Hamilton bought2,547 2,547 Corient Capital Partners, LLC sold2,671 0
Schneider Downs Wealth Management Advisors, LP 36%2,524 9,458 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 35%2,667 4,976
Paradigm Financial Partners, LLC 47%2,400 7,468 UMB BANK N A/MO 1%2,616 517,152
Csenge Advisory Group 12%2,397 22,508 TSFG, LLC 37%2,596 4,393
KWMG, LLC 9%2,397 29,966 BAILARD, INC. 2%2,531 146,398
Wealthcare Advisory Partners LLC 23%2,351 12,657 FINANCIAL COUNSELORS INC 2%2,503 97,698
Jackson Hole Capital Partners, LLC 5%2,309 46,451 Single Point Partners, LLC 3%2,459 72,119
CX Institutional bought2,292 2,292 BANK OF HAWAII 1%2,438 449,335
Patriot Financial Group Insurance Agency, LLC 10%2,280 24,058 Cribstone Capital Management, LLC 79%2,400 650
Donald L. Hagan, LLC 24%2,264 11,649 HARBOR INVESTMENT ADVISORY, LLC 6%2,280 37,216
Gresham Partners, LLC bought2,254 2,254 Empirical Financial Services, LLC 21%2,265 8,377
Capital Advantage, Inc. 1%2,249 189,595 ACIMA PRIVATE WEALTH, LLC 45%2,264 2,819
Resources Investment Advisors, Inc. 14%2,228 17,722 QUEST CAPITAL MANAGEMENT INC /ADV 6%2,204 32,268
People's United Financial, Inc. 6%2,200 36,353 Mackey Komara & Dankovich, LLC 3%2,118 64,601
Financial Strategy Network, LLC 15%2,187 16,434 LEVEL FOUR ADVISORY SERVICES, LLC 7%2,117 28,686
CUTLER INVESTMENT COUNSEL LLC 1%2,183 203,309 Sigma Planning Corp 1%2,082 216,271
CREATIVE FINANCIAL DESIGNS INC /ADV 84%2,165 4,740 Atlantic Trust Group, LLC 5%2,068 39,701
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 24%2,095 10,687 OPPENHEIMER & CO INC 10%2,064 17,841
CLEAR INVESTMENT RESEARCH, LLC 4%1,945 54,177 Gibraltar Capital Management, Inc. 14%2,057 12,604
HOWE & RUSLING INC 10%1,942 21,361 LeJeune Puetz Investment Counsel LLC sold2,000 0
FAMILY CAPITAL TRUST CO., NA 2%1,930 108,948 FIRST NATIONAL CORP /MA/ /ADV 26%1,974 5,635
Clearshares LLC 3%1,916 75,723 GOULD ASSET MANAGEMENT LLC /CA/ 21%1,948 7,385
OmniStar Financial Group, Inc. 12%1,847 17,525 SevenBridge Financial Group, LLC 8%1,878 22,623
MACKENZIE FINANCIAL CORP 0%1,841 895,083 PITTENGER & ANDERSON INC 54%1,850 1,553
COMMERCE BANK N A/MO 1%1,828 146,799 HCR Wealth Advisors sold1,825 0
IHT Wealth Management, LLC 2%1,814 85,526 CAMBRIDGE TRUST CO 26%1,813 5,155
Quad-Cities Investment Group, LLC 12%1,804 17,366 Archer Investment Corp 97%1,801 56
Homrich & Berg 9%1,801 21,590 Independence Bank of Kentucky 15%1,750 10,025
PERSONAL CFO SOLUTIONS, LLC 36%1,794 6,776 Monument Capital Management 1%1,744 156,474
WSFS CAPITAL MANAGEMENT, LLC 10%1,761 19,109 VALLEY NATIONAL ADVISERS INC sold1,607 0
Hanson McClain, Inc. 194%1,715 2,597 Private Ocean, LLC 65%1,597 857
OPPENHEIMER ASSET MANAGEMENT INC 13%1,693 15,063 PARSONS CAPITAL MANAGEMENT INC/RI 15%1,588 8,838
JNBA Financial Advisors 1,275%1,645 1,774 OPTIMUM INVESTMENT ADVISORS 59%1,571 1,072
HARTFORD INVESTMENT MANAGEMENT CO 35%1,600 6,120 Tranquility Partners, LLC 19%1,505 6,602
FLC Capital Advisors 4%1,569 42,544 Lowe fs, LLC 1%1,495 103,732
Ellevest, Inc. 153%1,540 2,544 HC FINANCIAL ADVISORS INC 6%1,383 23,314
Laurel Wealth Advisors LLC 17%1,521 10,477 Barnett & Company, Inc. 62%1,365 850
PENINSULA ASSET MANAGEMENT INC 3%1,418 46,692 PBMares Wealth Management LLC 18%1,324 6,181
MAGNOLIA CAPITAL ADVISORS LLC 6%1,408 23,261 HERITAGE INVESTORS MANAGEMENT CORP 1%1,306 168,889
JGP Wealth Management, LLC 16%1,374 10,075 Larson Financial Group LLC 14%1,283 7,932
North Star Investment Management Corp. 4%1,370 33,141 Lighthouse Financial Advisors, Inc. sold1,272 0
RFG Advisory Group, LLC 1%1,336 92,874 Column Capital Advisors, LLC 91%1,255 118
Capital Directions Investment Advisors, LLC 33%1,310 5,315 Capital Investment Advisors, LLC 4%1,251 28,049
Sandy Spring Bank 34%1,279 5,008 Sterling Investment Advisors, Ltd. 71%1,242 500
Capital Square, LLC 8%1,273 16,662 BRADLEY FOSTER & SARGENT INC/CT 9%1,241 12,816
Allianz Asset Management AG 2%1,219 71,126 Bigelow Investment Advisors, LLC 5%1,223 21,510
New England Investment & Retirement Group, Inc. bought1,206 1,206 QUANTUM CAPITAL MANAGEMENT 7%1,214 16,885
First Heartland Consultants, Inc. 8%1,182 15,250 Cordasco Financial Network 9%1,214 12,664
CYPRESS CAPITAL MANAGEMENT LLC 10%1,150 12,835 Fiduciary Group LLC 3%1,200 37,572
QUATTRO FINANCIAL ADVISORS LLC 24%1,125 5,814 EATON VANCE MANAGEMENT 0%1,176 579,260
Allred Capital Management, LLC bought1,067 1,067 KANAWHA CAPITAL MANAGEMENT LLC 2%1,175 49,300
Lantz Financial LLC 12%1,059 9,747 CULLEN FROST BANKERS INC 11%1,161 9,278
BRIGHTON JONES LLC 26%1,002 4,878 Willingdon Wealth Management 98%1,096 17
Secure Asset Management, LLC 12%1,000 9,514 TRUEFG, LLC 12%1,069 7,600
Courage Miller Partners, LLC 6%997 18,519 ABSOLUTE INVESTMENT MANAGEMENT LLC 14%1,066 6,376
180 WEALTH ADVISORS, LLC 2%995 54,001 DAVIS R M INC 18%1,020 4,582
Oakmont Partners LLC 17%976 6,608 BESSEMER GROUP INC 2%1,007 48,215
Capital Asset Advisory Services LLC 13,614%953 960 Brouwer & Janachowski, LLC 10%974 8,340
tru Independence LLC bought950 950 Hudock Moyer Wealth Resources, LLC 64%923 512
AMERITAS INVESTMENT CORP 21%926 5,305 Plante Moran Financial Advisors Ltd Partnership 76%921 288
FARR MILLER & WASHINGTON LLC/DC 1%876 97,820 Marietta Wealth Management, LLC 2%907 57,930
Lenox Wealth Management, Inc. 28%867 3,989 W.G. Shaheen & Associates DBA Whitney & Co 4%789 18,191
EVOKE WEALTH, LLC bought838 838 Cedar Brook Financial Partners, LLC 5%788 13,958
H D Vest Advisory Services 0%823 1,494,853 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3%776 29,668
Madden Advisory Services, Inc. 18%818 5,341 EPG Wealth Management LLC 79%767 200
Ellis Investment Partners, LLC 6%813 14,144 NICHOLS & PRATT ADVISERS LLP /MA 16%765 4,020
RPG Investment Advisory, LLC 1%806 73,609 BELLEVUE ASSET MANAGEMENT, LLC sold708 0
DAVIDSON INVESTMENT ADVISORS 0%804 198,084 GenTrust, LLC 8%700 8,002
ROBERTS GLORE & CO INC /IL/ 6%781 13,525 Great Diamond Partners, LLC sold673 0
HHM Wealth Advisors, LLC bought742 742 LifePlan Financial Group, Inc 1%662 87,948
STATE STREET CORP 5%729 16,876 ROCKLAND TRUST CO 4%624 17,122
KFA Private Wealth Group, LLC 11%710 7,258 WAYNE HUMMER INVESTMENTS L.L.C. 2%599 31,443
Intellectus Partners, LLC 5%687 15,602 Aptus Capital Advisors, LLC sold573 0
FLAGSHIP HARBOR ADVISORS, LLC 25%647 3,205 Carnegie Capital Asset Management, LLC 11%561 4,768
NORTHERN OAK CAPITAL MANAGEMENT INC bought622 622 INSIGHT 2811, INC. 2%529 22,537
Harwood Advisory Group, LLC bought619 619 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 42%500 703
BANK OF THE WEST 8%567 7,736 BALLAST ADVISORS LLC 10%477 4,084
Coastal Investment Advisors, Inc. 10%566 6,356 Savior LLC 6%476 6,930
OXFORD FINANCIAL GROUP LTD bought557 557 WESBANCO BANK INC 7%473 6,020
Valmark Advisers, Inc. 6%555 10,095 Arete Wealth Advisors, LLC 5%457 8,176
TNB Financial 10%526 5,664 Rock Creek Group, LP 5%455 7,928
PRINCIPAL FINANCIAL GROUP INC 7%521 7,503 Certified Advisory Corp 5%434 7,469
LINCOLN NATIONAL CORP 1%495 80,536 Biltmore Family Office, LLC sold431 0
Arkadios Wealth Advisors bought463 463 CBIZ Investment Advisory Services, LLC sold420 0
Covington Capital Management bought454 454 Stewardship Financial Advisors, LLC 70%402 170
M&R CAPITAL MANAGEMENT INC bought450 450 Weaver Consulting Group 40%395 587
Lakeview Capital Partners, LLC 3%448 14,654 Sound Financial Strategies Group, LLC 2%383 23,437
Alpha Omega Wealth Management LLC 7%425 6,118 Huber Financial Advisors, LLC 3%376 12,280
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11%417 4,075 Clear Harbor Asset Management, LLC sold375 0
Financial Architects, Inc 17%366 2,521 Mosaic Family Wealth, LLC 3%358 11,552
Ford Financial Group, Inc. 2%328 16,817 Coastal Capital Group, Inc. sold349 0
Ascent Wealth Partners, LLC 8%321 4,169 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC sold312 0
Smith, Salley & Associates 4%319 7,801 Titus Wealth Management 0%308 100,605
Tradewinds Capital Management, LLC bought312 312 Raab & Moskowitz Asset Management LLC sold305 0
Baldrige Asset Management LLC 0%283 58,919 Inlet Private Wealth, LLC 5%300 6,000
NISA INVESTMENT ADVISORS L L C 1%280 19,800 ETF Portfolio Partners, Inc. 1%261 20,031
THOROUGHBRED FINANCIAL SERVICES, LLC 1%250 31,319 ARLINGTON PARTNERS LLC 2%254 13,650
NorthCoast Asset Management LLC 4%206 5,635 Capital Wealth Alliance, LLC sold251 0
Pacifica Partners Inc. 94%194 400 TFO-TDC, LLC 50%250 250
MBE Wealth Management, LLC bought192 192 Gradient Investments LLC 22%237 835
Lion Street Advisors, LLC 4%189 4,480 HOWARD WEALTH MANAGEMENT, LLC sold234 0
SOL Capital Management CO 1%146 14,989 Squar Milner Financial Services LLC sold222 0
Jacobi Capital Management LLC 25%144 723 Manchester Capital Management LLC sold218 0
Columbus Macro, LLC 0%144 45,318 CABANA LLC sold187 0
Key FInancial Inc bought143 143 CAMDEN NATIONAL BANK 4%173 4,502
SIMPLEX TRADING, LLC bought138 138 TRUST CO OF VIRGINIA /VA 0%165 61,839
Disciplined Investments, LLC bought135 135 Wellesley Investment Partners, LLC 3%145 4,512
TRUSTCORE FINANCIAL SERVICES, LLC 8%123 1,751 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA sold125 0
Wolff Financial Management LLC 3%101 4,029 First Bank & Trust sold116 0
TRUST CO OF VERMONT 34%100 393 DOWLING & YAHNKE INC 1%115 10,342
Efficient Wealth Management LLC bought95 95 Pensionmark Financial Group, LLC 0%97 92,429
ProVise Management Group, LLC 1%82 7,120 Sound Income Strategies, LLC 82%92 20
Strategic Wealth Partners Group LLC 1%72 5,349 LOGAN CAPITAL MANAGEMENT INC 1%83 8,454
Lloyd Advisory Services, LLC. bought62 62 AlphaCore Capital LLC sold78 0
SAGE RHINO CAPITAL LLC 0%57 165,457 Norway Savings Bank sold75 0
SeaCrest Wealth Management, LLC 1%56 6,779 Beacon Harbor Wealth Advisors, Inc. 0%69 63,851
Front Row Advisors LLC 12%55 511 Prestige Wealth Management Group LLC 63%57 34
Royal Fund Management, LLC bought54 54 Cedar Mountain Advisors, LLC sold51 0
TCI Wealth Advisors, Inc. 37%47 175 Stelac Advisory Services LLC 1%41 5,284
Focused Wealth Management, Inc bought44 44 HARDESTY CAPITAL MANAGEMENT CORP 0%34 11,270
Parkside Financial Bank & Trust 3%40 1,184 WestEnd Advisors, LLC 66%27 14
Paragon Capital Management LLC bought40 40 Total Clarity Wealth Management, Inc. sold13 0
First Command Advisory Services, Inc. 115%31 58 APPLETON PARTNERS INC/MA 0%10 4,710
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0%11 6,492 Joseph P. Lucia & Associates, LLC sold1 0
Strategic Financial Group, LLC 0%8 21,941 State of New Jersey Common Pension Fund D no change 1,200,471
RPTC Inc. no change 850,012
Riverview Trust Co no change 288,957
MOTCO no change 2,450
MITCHELL CAPITAL MANAGEMENT CO no change 4,824
Peterson Wealth Advisors, LLC no change 4,712
Radnor Capital Management, LLC no change 4,500
BOURGEON CAPITAL MANAGEMENT LLC no change 5,251
KORNITZER CAPITAL MANAGEMENT INC /KS no change 5,399
Madison Asset Management, LLC no change 6,540
NAPLES GLOBAL ADVISORS, LLC no change 6,447
MorganRosel Wealth Management, LLC no change 5,400
WEST BANCORPORATION INC no change 3,008
AUA CAPITAL MANAGEMENT, LLC no change 3,000
First Personal Financial Services no change 1,407
CFM WEALTH PARTNERS LLC no change 1,323
Timber Creek Capital Management LLC no change 1,285
RPg Family Wealth Advisory, LLC no change 1,637
Kistler-Tiffany Companies, LLC no change 1,987
TORONTO DOMINION BANK no change 2,911
CITY HOLDING CO no change 2,672
BOSTON FAMILY OFFICE LLC no change 6,805
FineMark National Bank & Trust no change 7,641
Next Capital Management LLC no change 83,140
BCS Wealth Management no change 83,215
Keystone Financial Group no change 19,939
Evanson Asset Management, LLC no change 27,794
ROPES WEALTH ADVISORS LLC no change 28,220
BEACON FINANCIAL GROUP no change 49,043
CIM INVESTMENT MANGEMENT INC no change 69,835
St. Louis Trust Co no change 18,360
GLENMEDE TRUST CO NA no change 99,156
SADOFF INVESTMENT MANAGEMENT LLC no change 11,280
ANCHOR CAPITAL ADVISORS INC no change 8,767
Strategic Wealth Partners, Ltd. no change 8,396
TIAA, FSB no change 5,930
Haverford Financial Services, Inc. no change 14,910
Pathway Financial Advisors LLC no change 17,259
Allen Investment Management LLC no change 100,606
DELTA ASSET MANAGEMENT LLC/TN no change 1,130
Financial Gravity Wealth, Inc. no change 284
HORIZON BANCORP /IN/ no change 141
Engrave Wealth Partners LLC no change 136
Barrett Asset Management, LLC no change 128
First PREMIER Bank no change 164
VERUS CAPITAL PARTNERS, LLC no change 168
Versant Capital Management, Inc no change 179
S.A. Mason LLC no change 170
FIRST MANHATTAN CO no change 106
Carmichael Hill & Associates, Inc. no change 99
MCMILLION CAPITAL MANAGEMENT INC no change 20
MEEDER ASSET MANAGEMENT INC no change 58,023
Independent Order of Foresters no change 185,075
REILLY FINANCIAL ADVISORS, LLC no change 34
Glassman Wealth Services no change 51
Enterprise Trust & Investment Co no change 99
JJJ Advisors Inc. no change 52
Bedel Financial Consulting, Inc. no change 265
Canton Hathaway, LLC no change 299
D'Orazio & Associates, Inc. no change 800
Selective Wealth Management no change 768
Lindbrook Capital, LLC no change 751
Salomon & Ludwin, LLC no change 894
QCI ASSET MANAGEMENT INC/NY no change 998
Cliffwater LLC no change 1,036
Rocky Mountain Advisers, LLC no change 1,026
Centerpoint Advisors, LLC no change 694
PIN OAK INVESTMENT ADVISORS INC no change 615
AllSquare Wealth Management LLC no change 332
Lake Point Wealth Management no change 329
LS Investment Advisors, LLC no change 318
Stonebridge Capital Advisors LLC no change 429
SECURITY NATIONAL TRUST CO no change 539
First Washington CORP no change 590
THOMPSON SIEGEL & WALMSLEY LLC no change 554
MACQUARIE GROUP LTD no change 185,075
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