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STOCK TICKER:
iShares Core MSCI EAFE ETF   (ticker: IEFA)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 839,161,803
Previous Holdings: 775,613,540
Change: 8.19%
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)
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 559%10,810,500 12,745,100 UBS Group AG sold45,418,767 0
BB&T CORP 2,118%6,661,484 6,976,018 M&T BANK CORP sold9,344,921 0
ROYAL BANK OF CANADA bought5,104,238 5,104,238 JANE STREET GROUP, LLC 100%6,290,089 8,858
J P MORGAN CHASE & CO 6%3,223,040 53,572,104 STIFEL FINANCIAL CORP sold5,809,629 0
Conrad N. Hilton Foundation bought2,708,004 2,708,004 RAYMOND JAMES & ASSOCIATES 11%5,126,844 39,572,853
ENVESTNET ASSET MANAGEMENT INC 7%2,295,670 36,007,455 WELLS FARGO & CO/MN 8%2,080,906 22,799,454
MORGAN STANLEY 11%2,162,691 22,299,566 WELLINGTON MANAGEMENT CO LLP 42%1,900,156 2,663,378
Matson Money. Inc. bought1,859,547 1,859,547 CITADEL ADVISORS LLC (Kenneth C. Griffin) sold945,052 0
UNITED SERVICES AUTOMOBILE ASSOCIATION 26%1,691,336 8,208,768 SPINNAKER TRUST 82%741,319 164,881
BANK OF AMERICA CORP /DE/ 1%1,584,006 149,598,404 FIFTH THIRD BANCORP 15%711,181 3,954,219
H D Vest Advisory Services 3,633%1,454,011 1,494,030 Wharton Business Group, LLC 63%547,128 326,237
CI INVESTMENTS INC. 9,377%1,438,371 1,453,711 AXA 93%501,145 38,388
VICTORY CAPITAL MANAGEMENT INC 22%1,143,998 6,305,238 THRIVENT FINANCIAL FOR LUTHERANS 72%432,675 172,325
JONES FINANCIAL COMPANIES LLLP 3%1,109,239 42,666,438 Pennsylvania Trust Co sold418,690 0
GRIMES & COMPANY, INC. bought1,061,129 1,061,129 Alaska Permanent Capital Management 34%400,844 775,419
STRATEGIC INVESTMENT MANAGEMENT bought1,031,490 1,031,490 UNIVERSITY OF CHICAGO 66%339,167 175,371
NextCapital Advisers, Inc. 30%1,013,122 4,444,136 SUNTRUST BANKS INC 6%328,042 5,104,279
Center for Financial Planning, Inc. bought869,372 869,372 AMERIPRISE FINANCIAL INC 6%327,326 5,615,103
University of Massachusetts Foundation, Inc. bought814,284 814,284 Amerivest Investment Management LLC 4%222,038 5,456,981
Janney Capital Management LLC 60%811,800 2,167,646 KEYBANK NATIONAL ASSOCIATION/OH 2%193,542 9,016,117
APCM Wealth Management for Individuals bought775,419 775,419 Capital Advantage, Inc. 51%191,213 187,346
LADENBURG THALMANN FINANCIAL SERVICES INC 68%765,266 1,895,639 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87%185,054 28,361
MANUFACTURERES LIFE INSURANCE CO bought758,312 758,312 STATE OF WISCONSIN INVESTMENT BOARD 35%180,700 335,080
DAN L DUNCAN FOUNDATION bought748,146 748,146 NORTHERN TRUST CORP 3%150,609 4,230,615
Parcion Private Wealth LLC bought714,405 714,405 Tower Research Capital LLC 89%127,017 15,504
Equitable Holdings, Inc. bought692,112 692,112 Bartlett & Co. LLC 18%114,300 537,260
MACKENZIE FINANCIAL CORP 262%646,592 893,242 Impax Asset Management Group plc 44%93,123 120,459
US BANCORP DE 5%643,151 12,409,617 BANK OF MONTREAL /CAN/ 8%90,832 1,106,326
CAPITAL ONE, NATIONAL ASSOCIATION bought631,990 631,990 ERTS Wealth Advisors, LLC 90%76,716 8,617
Raymond James Financial Services Advisors, Inc. 11%604,178 6,213,768 Syntal Capital Partners, LLC 19%75,130 315,889
Susquehanna International Group, LLP 603%597,840 696,989 RAYMOND JAMES TRUST CO 16%71,004 367,674
RiverFront Investment Group, LLC 15%587,077 4,505,930 Quantitative Investment Management, LLC sold70,273 0
Heritage Wealth Advisors bought545,099 545,099 Choate Investment Advisors 54%66,356 55,878
LPL Financial CORP 5%524,142 11,922,530 PACIFIC FINANCIAL GROUP INC sold66,240 0
Texas Capital Bank Wealth Management Services Inc bought519,301 519,301 Concorde Asset Management, LLC sold64,854 0
MYCIO WEALTH PARTNERS, LLC 78%484,771 1,105,025 High Falls Advisors, Inc 24%59,274 192,657
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 36%478,000 1,800,000 Creative Planning 1%59,191 7,567,957
Bank of New York Mellon CORP 9%476,140 6,010,353 Kynikos Associates LP 69%49,174 22,579
CWM, LLC 16%461,642 3,402,377 Hilltop Holdings Inc. 94%48,870 2,857
WEALTHSOURCE PARTNERS, LLC 198%333,001 501,054 Sepio Capital, LLC 81%48,273 11,496
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 20%320,725 1,887,737 NEXT Financial Group, Inc sold48,144 0
ETRADE Capital Management LLC 102%304,364 602,667 Ballentine, Finn & Company, Inc. 2%41,895 1,720,694
ALLIANCEBERNSTEIN L.P. 6%296,832 5,241,272 GV Capital Management 3%39,147 1,172,289
VCU Investment Management Co 41%285,800 990,583 PARK AVENUE SECURITIES LLC 2%33,517 2,089,539
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,762%274,775 284,725 Evensky & Katz, Inc. 92%32,591 2,782
SEI INVESTMENTS CO 9%261,625 3,321,620 HSBC HOLDINGS PLC 1%32,511 2,319,197
Hudson Capital Management LLC bought258,115 258,115 Brookstone Capital Management 11%31,966 268,183
Janney Montgomery Scott LLC 12%257,278 2,354,662 FDx Advisors, Inc. 10%31,477 276,783
Adventist Health System/ West bought250,337 250,337 Next Capital Management LLC 27%30,323 83,140
Windham Capital Management, LLC 4,160%249,624 255,624 IFP Advisors, Inc 24%29,657 92,208
UMA Financial Services, Inc. bought240,510 240,510 Multi-Financial Securities Corp 11%28,879 242,815
Mountain Capital Investment Advisors, Inc 1,784%236,139 249,376 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1%28,601 5,337,729
HawsGoodwin Investment Management LLC bought232,623 232,623 FormulaFolio Investments, LLC 4%24,310 669,621
Venture Visionary Partners LLC bought231,523 231,523 FIRST CITIZENS BANK & TRUST CO 9%22,644 226,217
Lineweaver Wealth Advisors, LLC bought229,319 229,319 Private Advisory Group LLC 30%21,596 49,955
Oak Hill Investment Management, L.P. 15%220,491 1,698,413 NewDay Solutions, LLC 24%21,355 66,610
GREENLEAF TRUST 443%218,820 268,194 BB&T SECURITIES, LLC 1%20,816 1,529,760
Stratos Wealth Partners, LTD. 24,610%216,818 217,699 STATE BANK & TRUST 2%19,695 880,832
Orion Portfolio Solutions, LLC bought216,758 216,758 Rafferty Asset Management, LLC 8%18,721 213,979
LPWM LLC bought211,407 211,407 Northwest Quadrant Wealth Management, LLC 4%18,153 446,728
Argent Wealth Management LLC bought210,801 210,801 V Wealth Management,LLC sold17,928 0
LWS Wealth Advisors, Inc. bought208,785 208,785 AdvisorNet Financial, Inc 17%16,956 82,463
Mariner Wealth Advisors, LLC 10%200,571 2,119,536 BDO Wealth Advisors, LLC 5%15,512 305,917
AE Wealth Management LLC 112%195,661 370,254 Virtu Financial LLC 41%15,351 21,914
IEQ CAPITAL, LLC bought191,227 191,227 WESTWOOD HOLDINGS GROUP INC 1%15,098 1,947,861
MACQUARIE GROUP LTD bought185,075 185,075 Williams Jones Wealth Management, LLC. 9%13,933 133,363
Steward Partners Investment Advisory, LLC 38%184,693 673,171 MCF Advisors LLC 3%13,470 398,137
COMMONWEALTH EQUITY SERVICES, LLC. 10%181,338 2,077,625 Palisade Asset Management, LLC 69%13,120 5,832
PAX Financial Group, LLC bought181,208 181,208 CITIGROUP INC 4%12,846 272,849
COMERICA SECURITIES,INC. bought174,320 174,320 AJ WEALTH STRATEGIES, LLC 3%12,611 432,648
ING INVESTMENT MANAGEMENT LLC bought172,838 172,838 Prime Capital Investment Advisors, LLC sold12,546 0
GYL FINANCIAL SYNERGIES, LLC bought172,741 172,741 HAVERFORD TRUST CO 0%11,770 3,367,739
NOTTINGHAM ADVISORS, INC. 23%172,686 927,135 COLONY GROUP LLC 4%11,692 296,200
Aurum Wealth Management Group, LLC bought172,224 172,224 Ruggie Capital Group sold11,655 0
Sailer Financial LLC bought170,595 170,595 Western Wealth Management, LLC 33%11,593 23,042
Stokes Family Office, LLC bought169,634 169,634 GOLDMAN SACHS GROUP INC 40%11,462 17,163
FIERA SCEPTRE INC. 86%167,876 364,067 Colonial Asset Management, Inc. 9%10,754 103,678
Advisor Group, Inc. 5%164,130 3,274,463 PEAPACK GLADSTONE FINANCIAL CORP 79%10,466 2,720
BRINKER CAPITAL INC 83%163,225 360,565 Actinver Wealth Management, Inc. sold10,148 0
ATRIA INVESTMENTS LLC 33%160,593 647,311 Baystate Wealth Management LLC 10%9,728 89,104
Integrated Wealth Concepts LLC 105%160,151 313,208 United Income, Inc. 1%9,512 629,821
HighTower Advisors, LLC 11%154,858 1,575,167 Robertson Stephens Wealth Management, LLC 70%9,256 3,884
Sugarloaf Wealth Management, LLC bought150,755 150,755 Merriman Wealth Management, LLC 4%8,853 192,091
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 23%149,092 811,074 Advisory Services Network, LLC 6%8,829 134,857
BCJ Capital Management, LLC 49%148,813 454,721 Homrich & Berg 30%8,529 19,789
Altium Wealth Management LLC 10%146,341 1,619,468 WEXFORD CAPITAL LLC sold8,195 0
Argent Advisors, Inc. bought143,491 143,491 Bremer Bank National Association 2%8,144 463,004
Sowell Financial Services LLC bought140,875 140,875 Halbert, Hargrove/Russell LLC sold8,133 0
Johanson Financial Advisors, Inc. bought137,796 137,796 PARAMETRIC PORTFOLIO ASSOCIATES 0%7,923 6,559,485
Regent Peak Wealth Advisors LLC bought135,860 135,860 Riverview Trust Co 3%7,877 288,957
PACIFIC CAPITAL WEALTH ADVISORS, INC bought133,319 133,319 Parallel Advisors, LLC 3%7,661 269,722
Cresset Asset Management, LLC 34%132,358 516,072 Allianz Asset Management AG 10%7,533 69,907
Aprio Wealth Management, LLC bought127,224 127,224 Summit X, LLC 6%7,444 116,441
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3%126,446 4,358,544 Rossmore Private Capital 4%7,397 162,865
DOHJ, LLC bought126,240 126,240 Geller Family Office Services, LLC sold7,122 0
Mutual Advisors, LLC 237%126,238 179,449 TIEDEMANN WEALTH MANAGEMENT, LLC 16%7,106 37,793
CVA Family Office, LLC bought121,954 121,954 Pinnacle Family Advisors, LLC sold6,973 0
ALLSTATE CORP 36%117,650 440,990 QUEST CAPITAL MANAGEMENT INC /ADV 17%6,877 34,472
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 7%117,247 1,734,339 Legacy Advisors, LLC 64%6,833 3,800
DRW Securities, LLC 48%114,539 355,609 KDI CAPITAL PARTNERS LLC 18%6,756 30,845
JUMP TRADING, LLC bought112,500 112,500 Miracle Mile Advisors, LLC sold6,613 0
Financial Network 25%111,696 562,963 DIVERGENT WEALTH ADVISORS, LLC 27%6,434 17,175
TRUE Private Wealth Advisors 30%108,899 473,978 Regis Management CO LLC 2%6,370 323,204
Ironwood Wealth Management, LLC. 94%105,757 217,924 QCI ASSET MANAGEMENT INC/NY 86%6,255 998
HARRELL INVESTMENT PARTNERS, LLC bought103,694 103,694 Adviser Investments LLC 3%6,224 216,549
Riggs Asset Managment Co. Inc. bought102,403 102,403 Cougar Global Investments Ltd 2%5,859 247,965
IndexIQ Advisors LLC 109%102,322 196,476 Strategic Investment Advisors, Inc 2%5,758 231,189
Pasadena Private Wealth, LLC bought98,903 98,903 ZACKS INVESTMENT MANAGEMENT 22%5,743 20,397
Investure LLC 225%93,521 134,996 EVERGREEN CAPITAL MANAGEMENT LLC 6%5,703 90,561
Cabot-Wellington, LLC 12%93,163 879,424 Spectrum Management Group, Inc. 51%5,595 5,402
Element Wealth, LLC bought87,077 87,077 Sequoia Wealth Management, LLC sold5,451 0
Maltin Wealth Management, Inc. bought84,444 84,444 Icon Wealth Partners, LLC 2%5,322 225,213
GLENMEDE TRUST CO NA 540%83,652 99,156 RFG Advisory Group, LLC 5%5,219 91,538
Windsor Group LTD bought83,621 83,621 WAYNE HUMMER INVESTMENTS L.L.C. 14%5,097 32,042
Omnia Family Wealth, LLC 344%83,350 107,557 Private Capital Group, LLC 26%5,049 14,179
BCS Wealth Management bought83,215 83,215 Personal Wealth Partners 13%4,895 31,781
PUTNAM FL INVESTMENT MANAGEMENT CO 23%81,033 438,953 EP Wealth Advisors, Inc. sold4,891 0
Global Strategic Investment Solutions, LLC bought78,558 78,558 Community Bank, N.A. 1%4,871 325,938
Copperleaf Capital, LLC bought78,250 78,250 BLAIR WILLIAM & CO/IL 1%4,755 416,436
Bogart Wealth, LLC 2,707%77,473 80,335 Jordan Park Group LLC sold4,710 0
Single Point Partners, LLC bought74,578 74,578 Arcus Capital Partners, LLC sold4,526 0
NewFocus Financial Group, LLC 192%71,894 109,294 Gainplan LLC sold4,518 0
Legacy Wealth Partners, Inc. bought69,826 69,826 EQUITABLE TRUST CO sold4,455 0
Resonant Capital Advisors, LLC bought68,872 68,872 Ullmann Financial Group, Inc. 1%4,355 296,482
Streettalk Advisors, LLC 8%68,826 980,861 AMERICAN CENTURY COMPANIES INC 6%4,300 66,200
Royal Harbor Partners, LLC bought68,349 68,349 Truepoint, Inc. 1%4,268 343,169
MAI Wealth Advisors 15%67,272 521,714 NORTH AMERICAN MANAGEMENT CORP 1%4,265 281,679
Soltis Investment Advisors LLC bought67,173 67,173 Private Advisor Group, LLC 1%4,234 715,762
Chicago Wealth Management, Inc. bought66,756 66,756 FULTON BANK, N.A. sold4,126 0
Petix & Botte Co bought66,435 66,435 ALESCO ADVISORS LLC 0%4,104 4,390,706
QUADRANT CAPITAL GROUP LLC 88%65,600 140,092 SJA Financial Advisory, LLC 1%4,091 291,824
Integrated Advisors Network LLC bought65,156 65,156 PRIVATE BANK & TRUST CO sold4,051 0
FOSTER DYKEMA CABOT & CO INC/MA 8%64,399 861,216 Premise Capital, LLC 1%3,988 518,663
MASON STREET ADVISORS LLC bought60,600 60,600 CUTLER INVESTMENT COUNSEL LLC 2%3,911 201,126
MERCER GLOBAL ADVISORS INC /ADV 1,534%59,543 63,424 TIAA, FSB 40%3,894 5,930
Neuberger Berman Group LLC 3%58,745 1,833,648 Summit Trail Advisors, LLC 54%3,773 3,227
Mackey Komara & Dankovich, LLC 680%58,163 66,719 Budros, Ruhlin & Roe, Inc. sold3,736 0
Kerntke Otto McGlone Wealth Management Group bought57,736 57,736 Ancora Advisors, LLC 2%3,551 224,840
Pensionmark Financial Group, LLC 149%55,393 92,526 First Allied Advisory Services, Inc. 1%3,528 289,324
Burns Wealth Management, Inc. 93%54,911 114,085 BRONFMAN E.L. ROTHSCHILD, L.P. 14%3,503 21,454
Edge Capital Group, LLC 6%54,438 982,806 Ballast, Inc. sold3,439 0
ASSOCIATED BANC-CORP 865%54,383 60,668 Jaffetilchin Investment Partners, LLC 9%3,405 34,741
J.W. COLE ADVISORS, INC. bought54,202 54,202 Pinnacle Wealth Planning Services, Inc. sold3,383 0
WASHINGTON TRUST CO 41%54,089 184,834 CLS INVESTMENT FIRM, LLC sold3,228 0
Venturi Wealth Management, LLC 12%53,114 500,108 FINANCIAL LIFE ADVISORS 1%3,174 290,045
Koshinski Asset Management, Inc. bought52,748 52,748 Advisory Resource Group 13%3,083 19,869
WAYNE HUMMER ASSET MANAGEMENT CO 20%52,545 313,347 SIGMA INVESTMENT COUNSELORS INC 2%3,008 129,106
55I, LLC bought51,127 51,127 9258 Wealth Management, LLC 11%2,938 22,980
Connecticut Wealth Management, LLC 6%50,000 879,935 PROFFITT & GOODSON INC sold2,850 0
National Asset Management, Inc. 36%49,312 187,081 Ellis Investment Partners, LLC 17%2,780 13,331
LAZARD ASSET MANAGEMENT LLC 109%48,452 92,767 CREDIT SUISSE/ 9%2,729 26,687
Keudell/Morrison Wealth Management 938%48,154 53,289 Argent Trust Co 1%2,585 200,439
PROEQUITIES, INC. 81%47,279 105,548 Atlantic Trust Group, LLC 6%2,470 41,769
FURE FINANCIAL CORP bought46,885 46,885 Wela Strategies, LLC 1%2,407 210,872
Goss Wealth Management LLC 12%46,552 421,328 HUNTINGTON NATIONAL BANK 16%2,279 12,254
Sawtooth Asset Management, Inc. 78%46,034 104,851 SYNOVUS FINANCIAL CORP 6%2,080 30,032
Columbus Macro, LLC bought45,174 45,174 BANK OF HAWAII 0%1,814 451,773
RIVERSEDGE ADVISORS, LLC bought44,659 44,659 Cribstone Capital Management, LLC 37%1,806 3,050
MML INVESTORS SERVICES, LLC 3%44,571 1,336,800 BANK OF NOVA SCOTIA / 11%1,790 13,879
Cypress Wealth Services, LLC 77%44,073 101,648 Princeton Global Asset Management LLC 41%1,771 2,561
Covenant Multifamily Offices, LLC 38%43,903 159,515 BRIGHTON JONES LLC 31%1,754 3,876
Montecito Bank & Trust 42%43,634 148,137 CAMDEN NATIONAL BANK 27%1,706 4,675
TL Private Wealth bought43,533 43,533 SIGNATUREFD, LLC 13%1,693 10,868
MISSION WEALTH MANAGEMENT, LLC 5%43,105 969,365 LCNB CORP 1%1,682 169,210
FIRST NATIONAL TRUST CO 19%42,234 259,753 Glenview Trust Co 3%1,669 48,221
PFG Financial Advisors 5%41,879 934,537 Executive Wealth Management, LLC sold1,663 0
Kuntz Lesher Capital LLC 4%41,599 1,113,463 WEBSTER BANK, N. A. 1%1,609 118,521
Procyon Private Wealth Partners, LLC bought40,333 40,333 180 WEALTH ADVISORS, LLC 3%1,570 53,006
Mattern Wealth Management LLC bought40,009 40,009 Brouwer & Janachowski, LLC 14%1,558 9,314
Fund Evaluation Group, LLC bought39,964 39,964 Essex Savings Bank 10%1,548 14,295
HARBOR INVESTMENT ADVISORY, LLC bought39,496 39,496 Fulcrum Equity Management sold1,544 0
EATON VANCE MANAGEMENT 7%38,938 580,436 FAMILY CAPITAL TRUST CO., NA 1%1,447 107,018
Fiduciary Group LLC bought38,772 38,772 Sharkey, Howes & Javer 1%1,430 122,519
F3Logic, LLC 11%38,002 396,740 Stone House Investment Management, LLC 1%1,405 167,574
Squarepoint Ops LLC bought37,944 37,944 North Star Investment Management Corp. 4%1,390 31,771
Global Retirement Partners, LLC 13%37,890 337,492 ROCKLAND TRUST CO 7%1,368 17,746
Tillar-Wenstrup Advisors, LLC bought37,875 37,875 Alpha Cubed Investments, LLC 21%1,342 5,022
Financial Advocates Investment Management 45%37,624 122,048 CANTOR FITZGERALD INVESTMENT ADVISER L.P. 1%1,335 193,896
UMB BANK N A/MO 8%37,403 519,768 HALLMARK CAPITAL MANAGEMENT INC 5%1,319 23,265
BENJAMIN F. EDWARDS & COMPANY, INC. 395%36,849 46,174 HM PAYSON & CO 26%1,291 3,586
Oakworth Capital, Inc. 4%36,379 1,055,964 PrairieView Partners, LLC 4%1,241 27,654
Full Sail Capital, LLC 13%36,143 310,487 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5%1,236 21,649
SigFig Wealth Management, LLC 8%35,222 482,798 PENINSULA ASSET MANAGEMENT INC 3%1,220 45,274
Beacon Pointe Wealth Advisors, LLC 16%35,112 256,038 CAPE COD FIVE CENTS SAVINGS BANK 0%1,218 766,311
CENTRAL TRUST & INVESTMENT CO bought34,589 34,589 GOFEN & GLOSSBERG LLC /IL/ 1%1,191 141,907
MA Private Wealth 29%34,390 151,828 Csenge Advisory Group 6%1,174 20,111
Abundance Wealth Counselors 3%34,304 1,041,784 CLEAR INVESTMENT RESEARCH, LLC 2%1,156 52,232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 44%33,677 110,391 OLD NATIONAL BANCORP /IN/ 1%1,103 123,646
Financial Engines Advisors L.L.C. 8%33,221 463,479 USCA RIA LLC sold1,079 0
CORBETT ROAD CAPITAL MANAGEMENT, LLC bought32,898 32,898 INTRUST BANK NA 0%1,076 542,344
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 191%32,802 49,955 Blue Fin Capital, Inc. 7%1,069 13,460
First Citizens Financial Corp bought31,525 31,525 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 12%1,060 7,643
Berman Capital Advisors, LLC 5%31,107 610,194 Hartland & Co., LLC 1%1,035 85,532
CITIZENS FINANCIAL GROUP INC/RI 39%30,921 109,747 Capital Advisors, Ltd. LLC 5%1,019 20,677
Red Door Wealth Management, LLC bought30,043 30,043 Vista Private Wealth Partners. LLC sold1,010 0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 47%29,206 91,064 Intercontinental Wealth Advisors, LLC sold1,000 0
SPC Financial, Inc. 7%28,987 462,786 Patten Group, Inc. 3%976 32,917
ROPES WEALTH ADVISORS LLC bought28,220 28,220 Stonebridge Capital Advisors LLC 69%956 429
CARY STREET PARTNER INVESTMENT ADVISORY LLC bought28,219 28,219 INSIGHT 2811, INC. 4%927 23,066
Perennial Investment Advisors, LLC bought28,002 28,002 EVOKE WEALTH, LLC sold918 0
COLDSTREAM CAPITAL MANAGEMENT INC 16%27,767 204,629 HBK Sorce Advisory LLC 3%912 31,296
Silverleafe Capital Partners, LLC bought27,433 27,433 Gerber Kawasaki Wealth & Investment Management 1%888 75,977
Cascadia Advisory Services, LLC bought26,884 26,884 Partnervest Advisory Services LLC 6%879 14,276
TWO SIGMA SECURITIES, LLC 219%26,601 38,725 Calamos Wealth Management LLC 1%851 72,386
Princeton Portfolio Strategies Group LLC bought26,524 26,524 Global Financial Private Capital, LLC 2%850 39,015
LIBERTY WEALTH MANAGEMENT LLC 81%26,411 58,938 Nikulski Financial, Inc. 9%820 8,642
FIRST TRUST ADVISORS LP 56%26,376 73,622 HC FINANCIAL ADVISORS INC 3%815 24,697
Legacy Financial Advisors, Inc. 118%25,762 47,643 BlueSky Wealth Advisors, LLC 2%813 44,915
Outlook Wealth Advisors, LLC 83%25,704 56,687 Baldrige Asset Management LLC 1%810 58,636
HILLTOP WEALTH ADVISORS, LLC bought24,902 24,902 Carroll Financial Associates, Inc. 3%810 25,059
CIBC World Markets Inc. 69%24,412 60,030 Garrett Wealth Advisory Group, LLC sold793 0
Rainwater Charitable Foundation 149%24,198 40,399 HOWE & RUSLING INC 4%769 19,419
TRANSCEND WEALTH COLLECTIVE, LLC bought23,962 23,962 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 1%760 54,436
Conservest Capital Advisors, Inc. 4%23,949 697,919 Schwab Charitable Fund 14%758 4,492
Sound Financial Strategies Group, LLC bought23,820 23,820 Advisory Alpha, LLC 10%748 6,474
Fulcrum Capital LLC 5%23,496 481,515 NorthCoast Asset Management LLC 12%738 5,429
Vestcor Investment Management Corp bought23,200 23,200 WETHERBY ASSET MANAGEMENT INC 11%732 5,964
Laidlaw Wealth Management LLC bought23,051 23,051 Ascent Wealth Partners, LLC 16%720 3,848
ANDERSON FISHER LLC 5%23,050 501,482 Tranquility Partners, LLC 8%697 8,107
Hanlon Investment Management, Inc. 20%22,282 134,625 CNB Bank 24%697 2,154
Beacon Pointe Advisors, LLC 30%22,035 96,667 Warren Averett Asset Management, LLC 3%676 25,366
Rockefeller Capital Management L.P. 111%21,618 41,142 ANCHOR CAPITAL ADVISORS INC 7%663 8,767
Kathmere Capital Management, LLC bought21,551 21,551 Larson Financial Group LLC 7%650 9,215
Brickley Wealth Management 19%21,050 130,977 Heritage Trust Co 1%641 54,076
FIRST HAWAIIAN BANK 1%20,555 1,394,215 Oakmont Partners LLC 10%639 5,632
Maxim Capital Management LLC bought20,193 20,193 Gradient Investments LLC 37%618 1,072
WHITTIER TRUST CO OF NEVADA INC 5%19,995 431,335 OPPENHEIMER ASSET MANAGEMENT INC 4%581 13,370
Bangor Savings Bank 3%19,516 601,760 First Personal Financial Services 29%569 1,407
GeoWealth Management, LLC 313%19,308 25,482 Pinnacle Advisory Group, Inc. 2%548 32,107
Financial Partners Group, Inc 5%19,162 385,581 CABOT MONEY MANAGEMENT INC 1%533 66,175
LBMC INVESTMENT ADVISORS, LLC 7%18,681 285,109 PagnatoKarp Partners LLC 1%519 40,642
Fundamentun, LLC 13%18,632 167,322 RVW Wealth, LLC 1%482 50,139
C-J Advisory, Inc 16%18,569 132,882 OPTIMUM INVESTMENT ADVISORS 15%465 2,643
Beacon Financial Advisory LLC bought18,192 18,192 FIRST MANHATTAN CO 81%459 106
Sequoia Financial Advisors, LLC 321%18,181 23,851 Quad-Cities Investment Group, LLC sold440 0
PEOPLES BANK NATIONAL ASSOCIATION 34%17,484 69,217 Strategic Financial Group, LLC 2%436 21,933
Lido Advisors, LLC 189%16,957 25,947 Modera Wealth Management, LLC 0%413 247,757
Balentine LLC 3%16,785 575,520 FLAGSHIP HARBOR ADVISORS, LLC 14%411 2,558
QS Investors, LLC 2%16,527 759,565 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 10%405 3,586
MONETA GROUP INVESTMENT ADVISORS INC 6%16,331 302,544 HOWARD FINANCIAL SERVICES, LTD. 10%400 3,742
Relative Value Partners Group, LLC bought16,047 16,047 Jacobi Capital Management LLC 41%400 579
LAKE STREET ADVISORS GROUP, LLC 10%15,920 169,516 Quadrant Private Wealth Management, LLC 6%358 5,396
Sigma Planning Corp 8%15,867 218,353 PRINCIPAL FINANCIAL GROUP INC 5%357 6,982
Capital Bank & Trust Co bought15,846 15,846 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6%338 5,413
Capital Square, LLC bought15,389 15,389 Providence Capital Advisors, LLC 1%334 51,149
TWIN FOCUS CAPITAL PARTNERS, LLC 7%14,874 243,525 Hefren-Tillotson, Inc. 0%326 159,023
Armbruster Capital Management, Inc. 14%14,830 122,780 Financial Enhancement Group LLC sold294 0
CKW FINANCIAL GROUP 1%14,802 1,025,870 Milestone Group, Inc. 1%286 35,873
HPM Partners LLC 6%14,665 274,942 COOPER/HAIMS ADVISORS, LLC 5%272 5,505
WHITTIER TRUST CO 7%14,462 236,704 GSB Wealth Management, LLC sold268 0
Van Hulzen Asset Management, LLC bought14,373 14,373 Pathway Financial Advisors LLC 1%262 17,259
Pathstone Family Office, LLC 4%14,124 346,525 PHILLIPS FINANCIAL MANAGEMENT, LLC 1%259 31,617
Keystone Financial Group 242%14,112 19,939 Sterling Investment Advisors, Ltd. 10%202 1,742
BRADLEY FOSTER & SARGENT INC/CT bought14,057 14,057 Lee Financial CORP 0%187 78,849
Verdence Capital Advisors LLC bought13,958 13,958 Shamrock Asset Management LLC 2%184 7,813
CCG WEALTH MANAGEMENT, LLC 23%13,837 73,612 Donald L. Hagan, LLC 2%182 9,385
DAVENPORT & CO LLC 18%13,741 89,766 ETF Portfolio Partners, Inc. 1%163 20,292
Visionary Wealth Advisors bought13,606 13,606 SRS Capital Advisors, Inc. 13%151 985
Beirne Wealth Consulting Services, LLC 39%13,538 48,082 Private Wealth Advisors, LLC 1%148 18,126
Johnson Financial Group, Inc. 22%13,427 73,104 Taylor, Cottrill, Erickson & Associates, Inc. 4%139 3,700
Blue Chip Partners, Inc. 13%13,315 118,100 BAINCO INTERNATIONAL INVESTORS 1%135 11,220
Parkside Investments, LLC 5%13,195 284,210 Efficient Advisors, LLC 1%129 11,641
UNIONBANCAL CORP 2%13,027 551,439 Patton Albertson & Miller, LLC 0%127 81,579
Merit Financial Group, LLC 113%12,974 24,424 First Command Advisory Services, Inc. 82%123 27
Harbour Capital Advisors, LLC 12%12,965 121,912 Diversified Trust Co 0%116 30,701
Bishop & Co Investment Management, LLC 5%12,882 261,025 Global Trust Asset Management, LLC 0%113 28,026
Valeo Financial Advisors, LLC 14%12,694 103,159 Schneider Downs Wealth Management Advisors, LP 2%107 6,934
Aviance Capital Partners, LLC 233%12,472 17,817 Regal Wealth Group, Inc. sold105 0
Portland Global Advisors LLC 53%12,403 35,701 Vectors Research Management, LLC 49%101 106
FinTrust Capital Advisors, LLC 68%12,374 30,664 Claro Advisors LLC 2%100 4,003
Dynamic Advisors Solutions LLC 76%12,349 28,519 Capital Investment Advisors, LLC 0%98 29,300
Karp Capital Management Corp 13%12,333 108,758 Sandy Spring Bank 3%97 3,729
CONNING Asset Management Co. 16%12,255 87,380 CX Institutional sold88 0
PFS INVESTMENTS INC. 5%12,218 280,463 Squar Milner Financial Services LLC 27%82 222
Hayden Royal, LLC 166%11,761 18,839 Atwater Malick LLC sold79 0
Asset Dedication, LLC 12%11,631 108,131 Farmers & Merchants Trust Co of Chambersburg PA sold79 0
TEXAS CAPITAL BANCSHARES INC/TX 12%11,544 107,473 HANCOCK HOLDING CO 0%75 53,743
NISA INVESTMENT ADVISORS L L C 141%11,420 19,520 LifePlan Financial Group, Inc 0%74 88,610
Capital Analysts, Inc. 1%11,379 912,211 CENTAURUS FINANCIAL, INC. 1%74 13,043
Ledyard National Bank 4%11,364 274,027 Aveo Capital Partners, LLC 0%73 27,862
SADOFF INVESTMENT MANAGEMENT LLC bought11,280 11,280 Clarus Wealth Advisors sold72 0
DAVIDSON INVESTMENT ADVISORS 6%11,110 197,280 Strategic Wealth Partners, Ltd. sold60 0
LGL PARTNERS, LLC 7%10,983 175,966 Burt Wealth Advisors 4%56 1,361
BP WEALTH MANAGEMENT, LLC 7%10,944 157,956 BALDWIN BROTHERS INC/MA sold55 0
Fragasso Group Inc. 3%10,938 324,553 Emerson Wealth Management, LLC 0%53 100,663
Crestwood Advisors LLC 2%10,931 510,080 APPLETON PARTNERS INC/MA 1%45 4,720
Smith & Howard Wealth Management, LLC 10%10,930 121,614 McNamara Financial Services, Inc. 1%42 8,299
Bay Harbor Wealth Management, LLC 33%10,882 44,089 FARMERS & MERCHANTS INVESTMENTS INC sold35 0
Probity Advisors, Inc. 5%10,660 217,545 Osborn Rohs Williams & Donohoe Ltd 1%33 6,007
LVZ Advisors, Inc. 3%10,590 351,964 Watch Point Trust Co 1%33 3,947
Lakeview Capital Partners, LLC 281%10,477 14,206 SCHMIDT P J INVESTMENT MANAGEMENT INC 1%31 5,667
Massey, Quick & Co., LLC 1,393%10,351 11,094 BIEGEL & WALLER LLC 0%20 108,681
Roundview Capital LLC bought10,126 10,126 PECAUT & CO. sold17 0
Dorsey & Whitney Trust CO LLC 64%9,902 25,371 SAGE RHINO CAPITAL LLC 0%14 165,400
Belpointe Asset Management LLC bought9,542 9,542 Head & Associates, LLC 0%10 5,608
LifeSteps Financial, Inc. bought9,487 9,487 Cascade Investment Advisors, Inc. sold10 0
AdvicePeriod, LLC 2%9,325 506,666 Pure Financial Advisors, Inc. 0%9 203,216
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 10%9,305 107,001 BROWN BROTHERS HARRIMAN & CO 0%8 27,254
Gibraltar Capital Management, Inc. 173%9,284 14,661 HERITAGE INVESTORS MANAGEMENT CORP 0%8 170,195
Sunbelt Securities, Inc. 182%9,245 14,334 Drexel Morgan & Co. 0%5 94,607
Emerald Advisors, LLC bought9,083 9,083 Alliance Wealth Management Group 0%5 10,620
Baird Financial Group, Inc. 5%9,036 201,430 Paracle Advisors, LLC 0%4 52,797
Lavaca Capital LLC 80%9,010 20,237 Prospera Financial Services 0%3 27,058
BLUESTEIN R H & CO 62%8,940 23,466 BARCLAYS PLC sold2 0
RPTC Inc. 1%8,927 850,012 Prestige Wealth Management Group LLC 1%1 91
Shoker Investment Counsel, Inc. 10%8,862 98,445 Joseph P. Lucia & Associates, LLC no change 1
LEVEL FOUR ADVISORY SERVICES, LLC 40%8,776 30,803 MCMILLION CAPITAL MANAGEMENT INC no change 20
Lantz Financial LLC bought8,688 8,688 Phoenix Investment Adviser LLC no change 1,580
Regal Investment Advisors, LLC 21%8,671 49,500 WestEnd Advisors, LLC no change 41
Altus Wealth Management, LLC bought8,670 8,670 Norway Savings Bank no change 75
TRUEFG, LLC bought8,669 8,669 JJJ Advisors Inc. no change 52
PLANNING ALTERNATIVES LTD /ADV 7%8,628 130,374 Bridgewater Associates, Inc.(Raymond Dalio) no change 2,670,507
Kovack Advisors, Inc. 25%8,578 43,166 Glassman Wealth Services no change 51
IHT Wealth Management, LLC 11%8,543 83,712 Gresham Partners, LLC no change 32,934
Secure Asset Management, LLC bought8,514 8,514 Litman Gregory Asset Management LLC no change 45
ROBERTS GLORE & CO INC /IL/ 198%8,472 12,744 REILLY FINANCIAL ADVISORS, LLC no change 34
HUNTINGTON ASSET ADVISORS, INC. bought8,305 8,305 State of Tennessee, Treasury Department no change 102,000
Cedar Brook Financial Partners, LLC 121%8,085 14,746 CIM INVESTMENT MANGEMENT INC no change 69,835
Sunburst Financial Group, LLC bought7,962 7,962 Endurance Wealth Management, Inc. no change 82,290
Independence Wealth Advisors, Inc. 5%7,960 168,419 Independent Order of Foresters no change 185,075
STALEY CAPITAL ADVISERS INC bought7,919 7,919 MEEDER ASSET MANAGEMENT INC no change 58,023
Legacy Wealth Planning, LLC bought7,899 7,899 WealthStone, Inc. no change 105,617
Pembroke Management, LTD 37%7,895 29,112 TOMPKINS FINANCIAL CORP no change 102,357
STRATEGY ASSET MANAGERS LLC bought7,751 7,751 Compton Wealth Advisory Group, LLC no change 17,678
Mount Yale Investment Advisors, LLC 18%7,739 51,183 LAU ASSOCIATES LLC no change 36,950
Avondale Wealth Management 9%7,656 88,645 MADISON INVESTMENT ADVISORS INC no change 6,540
LINCOLN NATIONAL CORP 11%7,647 80,041 State of New Jersey Common Pension Fund D no change 1,200,471
FineMark National Bank & Trust bought7,641 7,641 Ironsides Asset Advisors, LLC no change 456,638
PRICE T ROWE ASSOCIATES INC /MD/ 9%7,592 90,869 Clearshares LLC no change 73,807
PBMares Wealth Management LLC bought7,505 7,505 Allen Investment Management LLC no change 100,606
Savior LLC bought7,406 7,406 Gemmer Asset Management LLC no change 1,212
HIGHLAND CAPITAL MANAGEMENT CORP 2%7,251 449,098 Radnor Capital Management, LLC no change 4,500
Stratos Wealth Advisors, LLC 31%7,168 30,044 BRANDYWINE OAK PRIVATE WEALTH LLC no change 4,325
DeGreen Capital Management LLC 14%7,137 58,315 Northwest Capital Management Inc no change 4,189
TSFG, LLC bought6,989 6,989 Tolleson Wealth Management, Inc. no change 4,519
Altavista Wealth Management, Inc. 8%6,916 92,644 Eldridge Investment Advisors, Inc. no change 4,825
Wade Financial Advisory, Inc bought6,825 6,825 ACIMA PRIVATE WEALTH, LLC no change 5,083
FINANCIAL ADVISORY CORP /UT/ /ADV bought6,591 6,591 PERSONAL CFO SOLUTIONS, LLC no change 4,982
KFA Private Wealth Group, LLC bought6,548 6,548 BEESE FULMER INVESTMENT MANAGEMENT, INC. no change 3,974
Madison Asset Management, LLC bought6,540 6,540 Calamos Advisors LLC no change 3,884
MIRSKY FINANCIAL MANAGEMENT CORP. 9%6,492 74,940 Diversified Portfolios, Inc. no change 3,474
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought6,481 6,481 Angeles Investment Advisors, LLC no change 3,290
BESSEMER GROUP INC 15%6,429 49,222 AUA CAPITAL MANAGEMENT, LLC no change 3,000
Atlas Private Wealth Management bought6,405 6,405 Well Done, LLC no change 3,656
CAPITAL WEALTH MANAGEMENT, LLC bought6,388 6,388 Graves-Light Private Wealth Management, Inc. no change 3,795
Trexquant Investment LP bought6,382 6,382 Financial Advisory Group no change 3,884
Columbia Trust Co 01012016 bought6,379 6,379 Evanson Asset Management, LLC no change 27,794
Asset Planning Services, Ltd. 7%6,359 100,812 BOURGEON CAPITAL MANAGEMENT LLC no change 5,251
Ferris Capital, LLC 5%6,079 116,957 MorganRosel Wealth Management, LLC no change 5,400
CAPITAL CITY TRUST CO/FL bought6,030 6,030 Gibson Capital Management, Ltd. no change 18,532
RMB Capital Management, LLC bought5,962 5,962 DOWLING & YAHNKE INC no change 10,457
Gryphon Financial Partners LLC 76%5,945 13,724 Corient Capital Partners, LLC no change 2,671
Bayesian Capital Management, LP bought5,800 5,800 ARLINGTON PARTNERS LLC no change 13,904
Andesa Financial Management Inc. bought5,798 5,798 QUANTUM CAPITAL MANAGEMENT no change 18,099
Insight Wealth Strategies, LLC 26%5,785 27,859 Roble, Belko & Company, Inc no change 17,242
King Wealth Management Group, LLC 24%5,754 29,612 Haverford Financial Services, Inc. no change 14,910
REGIONS FINANCIAL CORP 2%5,725 332,744 One Capital Management, LLC no change 8,478
Fusion Family Wealth LLC 20%5,691 33,917 Rock Creek Group, LP no change 8,383
Fisher Asset Management, LLC(Kenneth L. Fisher) 17%5,625 38,626 Alpha Omega Wealth Management LLC no change 5,693
Polaris Wealth Advisers, LLC 53%5,612 16,295 Family Management Corp no change 5,524
DAVIS R M INC bought5,602 5,602 SeaCrest Wealth Management, LLC no change 6,723
Guidance Point Advisors, LLC 4%5,560 154,306 BOSTON FAMILY OFFICE LLC no change 6,805
Spears Abacus Advisors LLC bought5,520 5,520 BANK OF THE WEST no change 7,169
CALTON & ASSOCIATES, INC. bought5,462 5,462 ProVise Management Group, LLC no change 7,038
FFT WEALTH MANAGEMENT LLC 2%5,413 230,405 CENTRAL BANK & TRUST CO no change 2,920
KORNITZER CAPITAL MANAGEMENT INC /KS bought5,399 5,399 CITY HOLDING CO no change 2,672
Personal Capital Advisors Corp bought5,398 5,398 Front Row Advisors LLC no change 456
BOSTON RESEARCH & MANAGEMENT INC 10%5,323 61,342 Coastal Capital Group, Inc. no change 349
Strategic Wealth Partners Group LLC bought5,277 5,277 AllSquare Wealth Management LLC no change 332
XML Financial, LLC bought5,254 5,254 SECURITY NATIONAL TRUST CO no change 539
BKD Wealth Advisors, LLC 7%5,190 75,453 THOMPSON SIEGEL & WALMSLEY LLC no change 554
BOYS ARNOLD & CO INC 4%5,145 140,069 PIN OAK INVESTMENT ADVISORS INC no change 615
STEPHENSON NATIONAL BANK & TRUST bought5,093 5,093 First Washington CORP no change 590
Betterment LLC 1%5,080 513,111 LS Investment Advisors, LLC no change 318
VIVID FINANCIAL MANAGEMENT, INC. bought5,025 5,025 Canton Hathaway, LLC no change 299
Wealthcare Advisory Partners LLC 91%4,912 10,306 First PREMIER Bank no change 164
Edmonds Duncan Registered Investment Advisors, LLC 2%4,907 209,909 JNBA Financial Advisors no change 129
Parisi Gray Wealth Management 19%4,881 31,054 Barrett Asset Management, LLC no change 128
Great Point Wealth Advisors, LLC 10%4,840 53,949 Manchester Capital Management LLC no change 218
MITCHELL CAPITAL MANAGEMENT CO bought4,824 4,824 Bedel Financial Consulting, Inc. no change 265
QUATTRO FINANCIAL ADVISORS LLC bought4,689 4,689 TRUST CO OF VERMONT no change 293
ROWLAND CARMICHAEL ADVISORS INC /ADV bought4,667 4,667 Hirtle Callaghan & Co Inc no change 269
ELEMENT POINTE ADVISORS, LLC 47%4,630 14,570 Lindbrook Capital, LLC no change 751
Towercrest Capital Management 2%4,614 205,149 Selective Wealth Management no change 768
BALLAST ADVISORS LLC bought4,561 4,561 Kistler-Tiffany Companies, LLC no change 1,987
Bernardo Wealth Planning LLC 67%4,504 11,247 Permanens Capital L.P. no change 1,931
Gladstone Institutional Advisory LLC 6%4,457 76,553 Tarbox Group, Inc. no change 1,683
MATHER GROUP, INC. 16%4,407 31,960 LeJeune Puetz Investment Counsel LLC no change 2,000
Day & Ennis, LLC 4%4,378 107,022 Barnett & Company, Inc. no change 2,215
InterOcean Capital, LLC 3%4,356 138,646 Private Ocean, LLC no change 2,454
ROOSEVELT INVESTMENT GROUP INC 2%4,348 263,077 Pinnacle Bank no change 2,356
First Command Financial Services, Inc. 48%4,303 13,352 VALLEY NATIONAL ADVISERS INC no change 1,607
First Command Bank 48%4,303 13,352 Timber Creek Capital Management LLC no change 1,285
Lion Street Advisors, LLC bought4,291 4,291 Weaver Consulting Group no change 982
Twele Capital Management, Inc. 48%4,222 13,047 D'Orazio & Associates, Inc. no change 800
Godshalk Welsh Capital Management, Inc. 24%4,175 21,875 Cliffwater LLC no change 1,036
Perigon Wealth Management, LLC bought4,160 4,160 Willingdon Wealth Management no change 1,113
HRT FINANCIAL LLC 21%4,149 23,879 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 1,203
Evolution Wealth Advisors, LLC bought4,093 4,093 DELTA ASSET MANAGEMENT LLC/TN no change 1,130
CAPTRUST FINANCIAL ADVISORS 5%4,086 88,268 Enterprise Trust & Investment Co no change 99
REGENTATLANTIC CAPITAL LLC bought4,084 4,084
HOHIMER WEALTH MANAGEMENT, LLC bought4,082 4,082
Change Path, LLC bought4,078 4,078
Global Wealth Management Investment Advisory, Inc. 5%4,017 81,292
SevenBridge Financial Group, LLC 19%3,965 24,501
JFS WEALTH ADVISORS, LLC 21%3,859 22,262
LEAVELL INVESTMENT MANAGEMENT, INC. bought3,853 3,853
BIDWELL C M & ASSOCIATES LTD/ 294%3,850 5,161
PSI Advisors, LLC bought3,845 3,845
FARR MILLER & WASHINGTON LLC/DC 4%3,803 96,944
Camden Capital, LLC bought3,801 3,801
Jackson Hole Capital Partners, LLC 9%3,794 44,142
Laurel Wealth Advisors, Inc. bought3,780 3,780
CULBERTSON A N & CO INC bought3,769 3,769
ACORN FINANCIAL ADVISORY SERVICES INC /ADV bought3,658 3,658
Baltimore-Washington Financial Advisors, Inc. 4%3,647 93,632
PFG Advisors 12%3,564 32,568
FORT PITT CAPITAL GROUP, LLC bought3,499 3,499
KWMG, LLC 15%3,495 27,569
DAVIDSON D A & CO 5%3,461 74,213
People's United Financial, Inc. 11%3,455 34,153
CONDOR CAPITAL MANAGEMENT 3%3,432 113,313
Edge Wealth Management LLC bought3,426 3,426
OPPENHEIMER & CO INC 21%3,425 19,905
Kalos Management, Inc. bought3,424 3,424
FIRST AMERICAN TRUST CO bought3,422 3,422
MISSION CREEK CAPITAL PARTNERS, INC bought3,304 3,304
COMPTON CAPITAL MANAGEMENT INC /RI bought3,290 3,290
Feltz Wealth PLAN Inc. bought3,261 3,261
FIRST UNITED BANK TRUST/ 15%3,256 25,472
FIDUCIARY TRUST CO 15%3,243 25,220
MAIRS & POWER INC bought3,235 3,235
Strategic Wealth Advisors Group,Inc. 4%3,225 83,656
KCM INVESTMENT ADVISORS LLC bought3,189 3,189
First Heartland Consultants, Inc. 29%3,170 14,068
ELM ADVISORS, LLC bought3,160 3,160
Meridian Wealth Partners, LLC bought3,126 3,126
OAKWOOD CAPITAL MANAGEMENT LLC/CA bought3,091 3,091
Beaumont Financial Partners, LLC bought3,081 3,081
MANAGED ACCOUNT SERVICES INC 13%3,037 25,975
WEST BANCORPORATION INC bought3,008 3,008
Sound View Wealth Advisors Group, LLC 12%2,970 27,452
Good Life Advisors, LLC 6%2,945 50,292
RPG Investment Advisory, LLC 4%2,929 72,803
Parsec Financial Management, Inc. 3%2,928 90,544
TI-TRUST, INC bought2,895 2,895
NORTHWEST INVESTMENT COUNSELORS, LLC 303%2,885 3,838
Smith, Salley & Associates 61%2,832 7,482
BSW Wealth Partners 1%2,790 346,694
SMITH CAPITAL MANAGEMENT INC /AR/ADV 41%2,661 9,203
Lowe fs, LLC 3%2,660 105,227
Private Wealth Advisors, Inc. 5%2,634 59,952
Fairhaven Wealth Management, LLC 2%2,629 162,845
VIRIDIAN RIA, LLC 3%2,557 85,772
ABSOLUTE INVESTMENT MANAGEMENT LLC 52%2,539 7,442
STERLING INVESTMENT ADVISORS LLC /ADV 1%2,515 348,217
FIRST BUSINESS FINANCIAL SERVICES, INC. 0%2,513 1,115,831
Cranbrook Wealth Management, LLC 2%2,508 154,581
Intellectus Partners, LLC 20%2,491 14,915
NATIXIS 2%2,487 104,780
Yale Capital CORP 6%2,485 44,287
MV Capital Management, Inc. 1%2,475 175,278
Empirical Financial Services, LLC 29%2,397 10,642
GREAT VALLEY ADVISOR GROUP, INC. 11%2,375 24,208
TRUST CO OF VIRGINIA /VA 4%2,370 62,004
Country Club Trust Company, n.a. 1%2,272 233,651
JOHNSON INVESTMENT COUNSEL INC 11%2,271 23,828
COMMERCE BANK N A/MO 2%2,213 144,971
CYPRESS CAPITAL MANAGEMENT LLC 23%2,196 11,685
Crescent Grove Advisors, LLC 2%2,188 111,747
Aspen Investment Management Inc 5%2,121 48,369
Coconut Grove Bank 2%2,021 83,817
Tortoise Investment Management, LLC 2%2,009 112,662
Monument Capital Management 1%2,004 158,218
Advocacy Wealth Management Services, LLC 60%1,960 5,217
CREATIVE FINANCIAL DESIGNS INC /ADV 310%1,947 2,575
Beacon Harbor Wealth Advisors, Inc. 3%1,942 63,920
THOROUGHBRED FINANCIAL SERVICES, LLC 7%1,908 31,069
Veritable, L.P. 7%1,900 29,290
Archer Investment Corp bought1,857 1,857
WSFS CAPITAL MANAGEMENT, LLC 12%1,830 17,348
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 10%1,826 21,013
Wealth Architects, LLC 3%1,825 72,989
HCR Wealth Advisors bought1,825 1,825
Cutler Group LP 100%1,800 3,600
FINANCIAL COUNSELORS INC 2%1,799 100,201
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1%1,788 122,925
PINNACLE FINANCIAL PARTNERS INC 1%1,679 127,334
Cornerstone Advisory, LLP 2%1,678 74,390
WAGNER CAPITAL MANAGEMENT CORP 3%1,676 51,566
We Are One Seven, LLC 19%1,656 10,311
LOGAN CAPITAL MANAGEMENT INC 24%1,626 8,537
Arvest Trust Co 9%1,616 19,976
STATE STREET CORP 11%1,540 16,147
WEDBUSH MORGAN SECURITIES INC 11%1,538 15,766
INVESTMENT PARTNERS LTD /OH/ /ADV 6%1,501 26,883
Chevy Chase Trust Holdings, Inc. bought1,431 1,431
Capital Investment Advisory Services, LLC 22%1,424 7,845
BEACON FINANCIAL GROUP 3%1,405 49,043
OmniStar Financial Group, Inc. 10%1,382 15,678
Column Capital Advisors, LLC bought1,373 1,373
Buckingham Asset Management, LLC 37%1,370 5,104
SOL Capital Management CO 10%1,360 14,843
Opus Capital Group, LLC 1%1,344 177,103
BLB&B Advisors, LLC 4%1,340 38,140
CFM WEALTH PARTNERS LLC bought1,323 1,323
Mirae Asset Global Investments Co., Ltd. 0%1,320 1,586,898
BROWN ADVISORY HOLDINGS INC 0%1,316 561,423
CAMBRIDGE TRUST CO 23%1,315 6,968
BerganKDV Wealth Management, LLC 3%1,290 42,377
Strategic Investment Advisors / MI 14%1,280 10,394
Lighthouse Financial Advisors, Inc. bought1,272 1,272
Laurel Wealth Advisors LLC 16%1,266 8,956
TIEMANN INVESTMENT ADVISORS, LLC 7%1,260 18,374
GOULD ASSET MANAGEMENT LLC /CA/ 15%1,248 9,333
NAPLES GLOBAL ADVISORS, LLC 23%1,211 6,447
Private Portfolio Partners LLC 5%1,211 27,600
Plante Moran Financial Advisors Ltd Partnership bought1,209 1,209
Wellesley Investment Partners, LLC 35%1,196 4,657
SILVERCREST ASSET MANAGEMENT GROUP LLC 1%1,193 93,370
FLC Capital Advisors 3%1,155 40,975
Black Diamond Financial, LLC 16%1,106 8,166
JGP Wealth Management, LLC 14%1,100 8,701
FRONT BARNETT ASSOCIATES LLC 2%1,100 65,165
ADVANTAGE INVESTMENT MANAGEMENT, LLC 35%1,067 4,077
First Financial Bank, N.A. - Trust Division 0%1,065 245,703
Comprehensive Portfolio Management, LLC 5%1,053 20,254
ASPIRIANT, LLC 1%1,039 204,163
Titus Wealth Management 1%1,038 100,913
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 15%1,030 8,109
Rocky Mountain Advisers, LLC bought1,026 1,026
Cetera Investment Advisers 1%1,009 115,863
Ellevest, Inc. bought1,004 1,004
MOTCO 69%1,002 2,450
SMITH SHELLNUT WILSON LLC /ADV 2%986 41,028
EPG Wealth Management LLC bought967 967
MASSMUTUAL TRUST CO FSB/ADV 4%965 24,807
CULLEN FROST BANKERS INC 10%910 10,439
Salomon & Ludwin, LLC bought894 894
Hanson McClain, Inc. bought882 882
W.G. Shaheen & Associates DBA Whitney & Co 5%854 18,980
Evercore Wealth Management, LLC 3%850 25,460
CRA Financial Services, LLC 15%833 6,320
HOLLENCREST SECURITIES LLC 16%822 5,942
Financial Architects, Inc 62%821 2,155
Valmark Advisers, Inc. 9%815 9,540
Kovitz Investment Group Partners, LLC 8%814 11,043
Busey Trust CO 1%803 83,128
Carnegie Capital Asset Management, LLC 18%801 5,329
NICHOLS & PRATT ADVISERS LLP /MA 20%800 4,785
CHESLEY TAFT & ASSOCIATES LLC/IL 2%800 46,425
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10%791 8,592
LAKE STREET FINANCIAL LLC 10%745 8,005
UNITED CAPITAL FINANCIAL ADVISERS,INC. 0%732 5,597,693
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1%728 54,468
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 8%723 10,151
BAILARD, INC. 0%720 148,929
Patriot Investment Management Inc. 6%709 12,080
BELLEVUE ASSET MANAGEMENT, LLC bought708 708
Main Management LLC 1%705 69,884
Financial Advisory Service, Inc. 1%687 48,853
TRUEWEALTH LLC 1%679 62,634
Great Diamond Partners, LLC bought673 673
Certified Advisory Corp 9%659 7,903
Coastal Investment Advisors, Inc. 13%651 5,790
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 2%650 30,530
IFG Advisory, LLC 7%635 10,128
BINGHAM OSBORN & SCARBOROUGH LLC 0%632 378,188
FIRST NATIONAL CORP /MA/ /ADV 9%625 7,609
Vivaldi Capital Management, LLC 3%600 24,374
Ironwood Wealth Management, llc 20%570 3,467
Centerpoint Advisors, LLC 399%555 694
Lenox Wealth Management, Inc. 19%500 3,122
TFO-TDC, LLC bought500 500
Archetype Wealth Partners, LLC 1%493 85,804
Traynor Capital Management, Inc. 12%492 4,627
ISLAY CAPITAL MANAGEMENT, LLC bought487 487
Marietta Wealth Management, LLC 1%472 58,837
HARDESTY CAPITAL MANAGEMENT CORP 4%470 11,304
BAHL & GAYNOR INC 1%470 45,173
Golden State Wealth Management, LLC 71%468 1,124
Kore Private Wealth LLC bought448 448
MOODY NATIONAL BANK TRUST DIVISION 1%439 45,130
Biltmore Family Office, LLC bought431 431
Arete Wealth Advisors, LLC 5%429 8,633
Cordasco Financial Network 3%427 13,878
Hudock Moyer Wealth Resources, LLC 42%421 1,435
CBIZ Investment Advisory Services, LLC bought420 420
ARGENT CAPITAL MANAGEMENT LLC 9%420 4,890
Peak Financial Management, Inc. 1%420 74,607
Capital Directions Investment Advisors, LLC 12%420 4,005
DEUTSCHE BANK AG 2%405 22,848
PITTENGER & ANDERSON INC 13%404 3,403
ENTERPRISE FINANCIAL SERVICES CORP 2%401 22,143
Brand Asset Management Group, Inc. 2%392 23,782
Acropolis Investment Management, LLC 0%383 186,599
Clear Harbor Asset Management, LLC bought375 375
Ford Financial Group, Inc. 2%360 16,489
Cornerstone Wealth Management, LLC 1%340 61,437
Lake Point Wealth Management bought329 329
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1%329 30,444
Independent Advisor Alliance 1%325 37,417
McIlrath & Eck, LLC 215%325 476
Zions Bancorporation, N.A. bought322 322
Ariel Capital Advisors, LLC 1%320 32,965
Independence Bank of Kentucky 3%320 11,775
TRUSTCORE FINANCIAL SERVICES, LLC 24%317 1,628
Raab & Moskowitz Asset Management LLC bought305 305
FRANKLIN RESOURCES INC 0%304 3,777,025
Financial Gravity Wealth, Inc. 9,467%284 287
KANAWHA CAPITAL MANAGEMENT LLC 1%275 50,475
Omega Financial Group, LLC 1%258 19,248
NWAM LLC 4%256 7,131
Aspire Private Capital, LLC 2%255 11,900
Madden Advisory Services, Inc. 6%252 4,523
Capital Wealth Alliance, LLC bought251 251
River Wealth Advisors LLC 4%241 6,476
CHARTER TRUST CO 4%235 6,387
HOWARD WEALTH MANAGEMENT, LLC bought234 234
Lenox Wealth Advisors, Inc. 1%231 17,715
KCS Wealth Advisory 7%230 3,563
Savant Capital Management Inc 0%226 45,728
Courage Miller Partners, LLC 1%216 17,522
Stewardship Financial Advisors, LLC 59%213 572
Pacifica Partners Inc. bought206 206
MARINO, STRAM & ASSOCIATES LLC 2%199 12,537
CABANA LLC bought187 187
Vestmark Advisory Solutions, Inc. 0%186 44,143
O'Dell Group, LLC 2%184 9,379
HARTFORD INVESTMENT MANAGEMENT CO 4%180 4,520
Wolff Financial Management LLC 5%174 3,928
S.A. Mason LLC bought170 170
NORTHWEST WEALTH MANAGEMENT, LLC 2%162 8,306
Patriot Financial Group Insurance Agency, LLC 1%160 21,778
CAHABA WEALTH MANAGEMENT, INC. 1%157 27,842
Fort Point Capital Partners, LLC 0%156 178,236
TORONTO DOMINION BANK 6%153 2,911
Hubbell Strickland Wealth Management, LLC 0%152 50,274
Sage Advisory Services, Ltd.Co. 0%150 409,925
Emerald Investment Partners, LLC 0%147 67,565
McCutchen Group LLC 1%146 29,054
HORIZON BANCORP /IN/ bought141 141
Meridian Wealth Management, LLC 2%130 8,022
Paradigm Financial Partners, LLC 3%129 5,068
TCI Wealth Advisors, Inc. bought128 128
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA bought125 125
First Bank & Trust bought116 116
Parkside Financial Bank & Trust 10%101 1,144
Carmichael Hill & Associates, Inc. bought99 99
BBK Capital Partners, LLC 3%98 3,317
PARSONS CAPITAL MANAGEMENT INC/RI 1%96 10,426
Sound Income Strategies, LLC 460%92 112
Bigelow Investment Advisors, LLC 0%92 22,733
AlphaCore Capital LLC bought78 78
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 0%74 149,048
Huber Financial Advisors, LLC 1%74 12,656
Capital Financial Planning, LLC 0%71 54,955
Magnus Financial Group LLC 1%65 4,898
Peterson Wealth Advisors, LLC 1%63 4,712
Charles Schwab Trust Co 1%61 4,410
Financial Strategy Network, LLC 0%56 14,247
TD Capital Management LLC 1%53 5,247
Cedar Mountain Advisors, LLC bought51 51
Aptus Capital Advisors, LLC 10%50 573
Inlet Private Wealth, LLC 1%50 6,300
Cooper Financial Group 0%48 12,711
TNB Financial 1%45 5,183
St. Louis Trust Co 0%38 18,360
WESBANCO BANK INC 0%30 6,493
Meridian Wealth Advisors, LLC 1%25 3,611
Firestone Capital Management bought25 25
Horan Securities, Inc. 0%24 13,875
GenTrust, LLC 0%19 8,702
Investors Research Corp 24%18 94
FMR LLC 63%15 39
JEFFERIES GROUP INC /DE/ 0%13 6,530
Arbor Investment Advisors, LLC 0%12 4,096
AMERITAS INVESTMENT CORP 0%10 4,379
SHINE INVESTMENT ADVISORY SERVICES INC 1%9 686
Capital Asset Advisory Services LLC bought7 7
Mosaic Family Wealth, LLC 0%6 11,910
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2%5 312
Silicon Hills Wealth Management, LLC bought5 5
Gradient Capital Advisors, LLC 0%3 6,894
Versant Capital Management, Inc 1%2 179
TrueNorth, Inc. 0%1 227
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