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STOCK TICKER:
ISHARE SP MC 400 INX   (ticker: IJH)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 70
0 100 70
Current Holdings: 159,889,328
Previous Holdings: 129,812,471
Change: 23.17%
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)
BANK OF AMERICA CORP /DE/ bought11,853,834 11,853,834 WELLS FARGO & CO/MN 17%2,796,522 13,550,215
MORGAN STANLEY bought6,107,513 6,107,513 First Command Advisory Services, Inc. 100%2,310,593 10
ROYAL BANK OF CANADA bought3,386,347 3,386,347 Migdal Insurance & Financial Holdings Ltd. sold696,630 0
NORTHERN TRUST CORP bought2,708,145 2,708,145 Catalyst Capital Advisors LLC 28%575,064 1,450,610
AMERIPRISE FINANCIAL INC bought2,329,642 2,329,642 Millburn Ridgefield Corp 28%575,064 1,450,610
Municipal Employees' Retirement System of Michigan bought2,321,389 2,321,389 Eqis Capital Management, Inc. 100%560,653 1,275
BB&T CORP bought1,584,247 1,584,247 ENVESTNET ASSET MANAGEMENT INC 19%496,289 2,073,807
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13%1,150,288 10,331,352 Valmark Advisers, Inc. 61%467,430 301,470
Cresset Asset Management, LLC bought1,044,970 1,044,970 Bank of New York Mellon CORP 6%454,975 7,059,284
MEMBERS Trust Co bought710,890 710,890 SigFig Wealth Management, LLC sold396,781 0
Demars Financial Group, LLC 9,243%695,717 703,244 UNITED SERVICES AUTOMOBILE ASSOCIATION 91%350,353 35,774
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought487,903 487,903 Financial Engines Advisors L.L.C. 8%332,748 3,996,489
Alaska Permanent Capital Management bought470,009 470,009 JONES FINANCIAL COMPANIES LLLP 63%313,050 184,167
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought383,768 383,768 TIEDEMANN WEALTH MANAGEMENT, LLC 37%253,116 422,771
Voya Financial Advisors, Inc. bought353,200 353,200 J P MORGAN CHASE & CO 8%251,872 2,721,070
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought333,832 333,832 OPPENHEIMER ASSET MANAGEMENT INC 98%240,330 4,442
Horizon Investments, LLC/SC bought332,597 332,597 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 11%239,800 2,015,470
SAND HILL ADVISORS INC/CA 4,127%305,649 313,055 PRUDENTIAL FINANCIAL INC 87%216,590 31,490
RAYMOND JAMES & ASSOCIATES 10%302,682 3,488,545 LPL Financial CORP 4%214,611 5,014,810
Heritage Wealth Advisors bought287,652 287,652 FIFTH THIRD BANCORP 14%183,649 1,103,075
PHILLIPS FINANCIAL MANAGEMENT, LLC bought239,395 239,395 Legacy Wealth Management, Inc 31%181,523 407,995
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought216,825 216,825 HUNTINGTON NATIONAL BANK 24%173,659 559,454
Ally Invest Advisors Inc. bought211,674 211,674 Union Bankshares Corp sold150,448 0
HSBC HOLDINGS PLC bought203,727 203,727 Hefren-Tillotson, Inc. 15%132,321 748,496
APCM Wealth Management for Individuals bought171,608 171,608 DIVERGENT WEALTH ADVISORS, LLC 41%115,450 165,657
Sawtooth Asset Management, Inc. bought166,136 166,136 MASON STREET ADVISORS LLC 52%113,225 105,200
FRANKLIN RESOURCES INC 41%138,867 474,284 Rockefeller Capital Management L.P. sold108,422 0
Wealthquest Corp bought135,041 135,041 Creative Planning 10%105,798 1,007,607
Rafferty Asset Management, LLC 305%134,280 178,336 Sontag Advisory, LLC 39%104,017 160,652
STATE TREASURER STATE OF MICHIGAN 588%134,152 156,953 MACQUARIE GROUP LTD sold101,500 0
QS Investors, LLC bought128,913 128,913 Independent Order of Foresters sold101,500 0
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought122,811 122,811 Acropolis Investment Management, LLC 19%95,607 402,592
Raymond James Financial Services Advisors, Inc. 9%113,376 1,325,252 Veritable, L.P. 8%88,994 1,075,991
DT Investment Partners, LLC 1,330%113,193 121,703 AMERITAS INVESTMENT CORP 89%88,851 10,749
CKW FINANCIAL GROUP 357%112,848 144,500 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 61%83,968 54,789
MainStreet Investment Advisors LLC 26%111,878 547,412 GenTrust, LLC 54%80,838 69,396
ESL Trust Services, LLC bought107,725 107,725 Single Point Partners, LLC sold80,059 0
Pennsylvania Trust Co bought97,739 97,739 WAYNE HUMMER INVESTMENTS L.L.C. 64%79,782 44,480
Mariner Wealth Advisors, LLC 41%92,847 320,983 RHUMBLINE ADVISERS 74%77,860 27,952
COMERICA SECURITIES,INC. bought91,714 91,714 TRUST CO OF VERMONT 61%76,137 48,487
Salomon & Ludwin, LLC 71,529%85,835 85,955 Atlantic Trust Group, LLC 38%74,993 120,217
Magnus Financial Group LLC 45%82,504 266,624 BANK OF MONTREAL /CAN/ 37%74,395 129,144
Ally Financial Inc. bought80,000 80,000 Lee Financial CORP 20%73,362 292,216
Chandler Asset Management, Inc. 149%79,077 132,283 Good Life Advisors, LLC 68%68,145 32,471
AE Wealth Management LLC 80%77,479 174,348 STATE STREET CORP 13%66,259 440,413
FINANCIAL COUNSELORS INC 547%76,918 90,972 Louisiana State Employees Retirement System 57%65,200 49,769
ALLIANCEBERNSTEIN L.P. 619%76,437 88,792 LINCOLN NATIONAL CORP 85%61,842 10,513
CAPITAL ADVISORS INC/OK bought70,398 70,398 Private Advisor Group, LLC 17%55,422 264,159
Simmons Bank bought69,174 69,174 GYL FINANCIAL SYNERGIES, LLC 76%54,226 17,271
Zions Bancorporation, N.A. bought68,326 68,326 WOLVERINE TRADING, LLC sold53,674 0
CAPE ANN SAVINGS BANK bought66,294 66,294 DAVIDSON D A & CO 53%53,499 47,418
Streettalk Advisors, LLC 960%56,524 62,410 Milestone Group, Inc. 13%50,795 330,098
Ironwood Wealth Management, LLC. bought54,232 54,232 M&T BANK CORP 16%50,712 258,060
QUADRANT CAPITAL GROUP LLC bought53,814 53,814 CYNOSURE MANAGEMENT, LLC sold50,271 0
US BANCORP DE 15%53,510 410,277 Hudock Moyer Wealth Resources, LLC 46%48,537 56,317
Cornerstone Advisors, Inc. 22%52,062 289,820 AYRSHIRE ASSOCIATES INC 28%47,453 121,014
Parsec Financial Management, Inc. 202%51,243 76,650 Vision Capital Management, Inc. 28%44,993 113,073
HighTower Advisors, LLC 19%50,395 320,074 Amerivest Investment Management LLC 7%44,761 558,122
SMITH, MOORE & CO. bought48,170 48,170 MML INVESTORS SERVICES, LLC 14%44,148 271,868
HRT FINANCIAL LLC bought48,024 48,024 MAI Wealth Advisors 16%43,952 239,050
Orion Portfolio Solutions, LLC bought47,963 47,963 Fulcrum Capital LLC 94%43,055 2,597
UBS Group AG 235%43,335 61,747 SPINNAKER TRUST 90%41,040 4,566
HWG Holdings LP bought41,347 41,347 KEYBANK NATIONAL ASSOCIATION/OH 2%40,325 1,998,184
Gladstone Institutional Advisory LLC bought39,567 39,567 MOGY JOEL R INVESTMENT COUNSEL INC 90%40,125 4,440
Integrated Advisors Network LLC 200%39,525 59,239 UMB BANK N A/MO 6%39,109 639,595
CREDIT SUISSE/ 335%39,168 50,852 WHITTIER TRUST CO 14%38,455 237,390
Milestone Advisory Partners bought38,707 38,707 Strategic Wealth Advisors Group,Inc. 49%37,622 39,486
Lutz Financial Services LLC 23%38,494 208,776 NEXT Financial Group, Inc 91%36,690 3,684
Tower Research Capital LLC bought38,480 38,480 Wellesley Investment Partners, LLC 40%34,444 51,900
OPPENHEIMER & CO INC 101%37,506 74,527 BHF RG Capital Inc. 64%34,314 18,989
PFS INVESTMENTS INC. 71%37,398 90,442 Personal Wealth Partners 43%33,067 44,107
Wealth Advisors of Iowa, LLC bought36,932 36,932 Colonial Asset Management, Inc. 56%30,708 24,456
Resonant Capital Advisors, LLC 76%36,609 84,517 VESTOR CAPITAL CORP 37%29,586 50,606
AMG National Trust Bank bought36,131 36,131 TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 83%29,054 5,906
LVZ Advisors, Inc. 8%35,724 492,760 Ballentine, Finn & Company, Inc. 12%28,726 211,701
High Falls Advisors, Inc bought35,672 35,672 LONDON CO OF VIRGINIA 68%27,469 12,690
Linscomb & Williams, Inc. 9%35,385 408,118 REGIONS FINANCIAL CORP 2%26,619 1,429,058
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 78%34,971 80,082 CAMBIAR INVESTORS LLC sold26,549 0
J.W. COLE ADVISORS, INC. bought34,832 34,832 FLC Capital Advisors 49%24,948 25,902
Altus Wealth Management, LLC bought34,664 34,664 LEVEL FOUR ADVISORY SERVICES, LLC 78%24,479 7,045
RiverGlades Family Offices LLC bought34,095 34,095 WHITTIER TRUST CO OF NEVADA INC 19%24,413 107,029
Global Beta Advisors LLC 11%33,606 328,339 Adviser Investments LLC 40%24,116 36,851
CEDAR CAPITAL, LLC bought32,964 32,964 Relaxing Retirement Coach 33%24,014 49,869
Wealthcare Advisory Partners LLC 16%31,702 226,205 Virtue Capital Management, LLC sold22,122 0
CIBC World Markets Inc. bought30,722 30,722 Strategic Point Investment Advisors, LLC sold21,261 0
PUTNAM FL INVESTMENT MANAGEMENT CO 19%30,247 189,805 M Holdings Securities, Inc. 60%21,035 13,781
NATIXIS bought29,370 29,370 Armbruster Capital Management, Inc. 39%20,992 32,428
Pacific Center for Financial Services bought28,528 28,528 Madison Asset Management, LLC 8%20,414 237,134
Centerpoint Advisors, LLC 6,525%27,927 28,355 Benchmark Financial Wealth Advisors, LLC 52%20,384 18,802
First Allied Advisory Services, Inc. 10%27,329 294,847 JANE STREET GROUP, LLC 28%19,724 49,617
Squarepoint Ops LLC 80%25,175 56,829 CAPTRUST FINANCIAL ADVISORS 8%19,706 221,802
TAP Consulting, LLC bought24,985 24,985 FIRST NATIONAL TRUST CO 19%19,567 85,576
GREENLEAF TRUST 5%24,617 499,033 Pegasus Partners Ltd. 22%19,564 71,132
Advisory Services Network, LLC bought24,100 24,100 Capital Planning Advisors, LLC 94%19,368 1,276
Intelligence Driven Advisers, LLC bought23,975 23,975 MA Private Wealth sold19,350 0
Petix & Botte Co 109%23,181 44,544 Country Club Trust Company, n.a. sold19,196 0
Kuntz Lesher Capital LLC 22%22,443 124,361 HBK Sorce Advisory LLC 37%18,545 32,063
FIDUCIARY TRUST CO 8%22,275 296,117 Richard P Slaughter Associates Inc sold18,531 0
Connecticut Wealth Management, LLC 15%21,759 169,658 Johnson Financial Group, Inc. 33%18,517 37,936
ACIMA PRIVATE WEALTH, LLC 4,944%21,258 21,688 MATTERN CAPITAL MANAGEMENT, LLC sold18,512 0
Golden State Wealth Management, LLC bought20,449 20,449 Argent Trust Co 20%18,489 72,658
GFS Advisors, LLC bought20,434 20,434 SWS Partners sold18,329 0
Lenox Wealth Advisors, Inc. 5%20,401 472,102 Klingman & Associates, LLC 12%17,306 130,374
Cornerstone Wealth Management, LLC bought20,222 20,222 Capital Analysts, Inc. 10%17,067 162,277
DUPONT CAPITAL MANAGEMENT 55%19,919 55,922 Sequoia Financial Advisors, LLC sold16,905 0
PSI Advisors, LLC bought19,835 19,835 Taylor, Cottrill, Erickson & Associates, Inc. 73%16,558 6,025
Citizens National Bank Trust Department bought19,595 19,595 ATHENA CAPITAL ADVISORS LLC 88%16,513 2,300
Cougar Global Investments Ltd bought17,509 17,509 KFA Private Wealth Group, LLC 43%16,361 22,032
Shoker Investment Counsel, Inc. 31%17,360 74,118 Summit Investment Advisors, Inc. 14%16,055 98,287
PALLADIUM PARTNERS LLC 100%17,310 34,605 Busey Trust CO 47%15,892 18,093
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 31%17,238 72,212 RETIREMENT INCOME SOLUTIONS, INC 27%15,351 42,416
OHE FINANCIAL INC bought17,206 17,206 FIERA SCEPTRE INC. 11%14,989 127,430
FIRST INTERSTATE BANK 11%17,136 174,043 ATTICUS WEALTH MANAGEMENT, LLC 92%14,985 1,250
PFG Financial Advisors 6%17,062 294,545 DOHJ, LLC 93%14,921 1,064
Clear Perspective Advisors, LLC bought16,869 16,869 JUMP TRADING, LLC sold14,605 0
Pinnacle Advisory Group, Inc. bought16,683 16,683 BANK OF STOCKTON 10%14,025 123,975
CAHABA WEALTH MANAGEMENT, INC. 9%16,226 199,069 Wealth Quarterback LLC sold13,899 0
Legacy Wealth Planning, LLC 580%16,209 19,006 LAZARD ASSET MANAGEMENT LLC 8%13,579 156,737
People's United Financial, Inc. 12%15,766 144,914 Outlook Wealth Advisors, LLC sold13,478 0
FOUNDERS FINANCIAL SECURITIES LLC bought15,364 15,364 Robertson Stephens Wealth Management, LLC 83%13,245 2,673
Pacific Edge Advisors, LLC 308%15,250 20,200 Trexquant Investment LP 53%13,239 11,621
Legacy Wealth Partners, Inc. bought14,929 14,929 UNIVEST CORP OF PENNSYLVANIA 97%13,236 356
TWIN CAPITAL MANAGEMENT INC bought14,865 14,865 Ensign Peak Advisors, Inc 5%13,000 227,630
FIRST TRUST ADVISORS LP 79%14,786 33,448 BRIDGES INVESTMENT MANAGEMENT INC 3%12,874 471,040
JNB Advisors LLC bought14,678 14,678 BRYN MAWR TRUST CO/PA 10%12,431 112,255
Wilshire Associates Inc bought14,615 14,615 DROMS STRAUSS ADVISORS INC /MO/ /ADV 82%12,260 2,772
Leonard Rickey Investment Advisors P.L.L.C. 6%14,533 243,400 Ullmann Financial Group, Inc. 27%12,123 33,527
CIM INVESTMENT MANGEMENT INC 24%14,176 72,422 Massey, Quick & Co., LLC 29%12,092 30,098
LGL PARTNERS, LLC 16%13,927 103,056 Pictet & Cie (Europe) SA sold12,000 0
MONTAG A & ASSOCIATES INC 70%13,827 33,691 Modera Wealth Management, LLC 5%11,958 208,423
YCMNET ADVISORS INC 7%13,765 216,566 NTV ASSET MANAGEMENT LLC 21%11,867 45,483
WESTWOOD HOLDINGS GROUP INC 39%13,667 48,678 Beaumont Financial Partners, LLC 8%11,793 134,085
BROWN BROTHERS HARRIMAN & CO bought13,539 13,539 Marietta Wealth Management, LLC 22%11,635 40,716
Coconut Grove Bank 13%13,508 120,028 Kistler-Tiffany Companies, LLC 27%11,604 31,360
Equitable Holdings, Inc. bought13,155 13,155 Bremer Bank National Association 27%11,532 31,236
PERRITT CAPITAL MANAGEMENT INC bought13,054 13,054 PRINCIPAL FINANCIAL GROUP INC 26%11,499 33,308
CITIGROUP INC 9%12,994 150,236 FIRST BUSINESS FINANCIAL SERVICES, INC. 7%11,225 140,491
GW HENSSLER & ASSOCIATES LTD 5%12,985 277,462 WEALTHSOURCE PARTNERS, LLC 65%11,209 5,947
FARMERS & MERCHANTS INVESTMENTS INC 9%12,778 156,176 Beacon Pointe Advisors, LLC 12%11,121 78,222
INTL FCSTONE INC. 88%12,658 27,039 CENTAURUS FINANCIAL, INC. 70%10,903 4,683
Wellspring Financial Advisors, LLC 80%12,433 27,949 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 88%10,842 1,475
Bristlecone Advisors, LLC 23%12,201 65,759 MIRSKY FINANCIAL MANAGEMENT CORP. 16%10,714 56,004
FLAGSHIP HARBOR ADVISORS, LLC 213%12,048 17,714 Accredited Investors Inc. 63%10,589 6,127
COLTON GROOME FINANCIAL ADVISORS, LLC 233%11,910 17,013 Price Wealth Management, Inc. 48%10,572 11,354
ZACKS INVESTMENT MANAGEMENT bought11,753 11,753 ARGI Investment Services, LLC 5%10,464 195,607
Community Bank, N.A. 32%11,750 48,664 MASSMUTUAL TRUST CO FSB/ADV 3%10,049 381,197
PLANNING ALTERNATIVES LTD /ADV 9%11,726 138,262 Twele Capital Management, Inc. 5%9,966 178,170
Osborn Rohs Williams & Donohoe Ltd bought11,576 11,576 NorthCoast Asset Management LLC 3%9,640 289,769
Rehmann Capital Advisory Group bought11,225 11,225 MCF Advisors LLC 6%9,221 145,611
Fusion Family Wealth LLC 103%11,131 21,946 SIGMA INVESTMENT COUNSELORS INC 3%8,981 331,208
Cranbrook Wealth Management, LLC bought10,999 10,999 Pure Financial Advisors, Inc. 23%8,886 30,517
GREAT VALLEY ADVISOR GROUP, INC. bought10,806 10,806 Brookstone Capital Management 55%8,764 7,036
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought10,600 10,600 ALPS ADVISERS INC 4%8,710 213,215
BP WEALTH MANAGEMENT, LLC 2,764%10,226 10,596 Texas Capital Bank Wealth Management Services Inc 15%8,684 48,847
FIRST HAWAIIAN BANK 6%10,204 190,175 HANCOCK HOLDING CO 5%8,640 152,639
Argent Advisors, Inc. 49%10,082 30,533 PRIVATE CAPITAL MANAGEMENT LLC 100%8,448 8
Windsor Group LTD 128%10,045 17,878 FIRST MIDWEST BANK TRUST DIVISION 56%8,337 6,425
Renaissance Technologies(Jim Simons) 222%10,000 14,500 LEAVELL INVESTMENT MANAGEMENT, INC. 12%8,261 60,566
Financial Insights, Inc. 486%9,888 11,922 Hirtle Callaghan & Co Inc 30%7,942 18,459
CENTRAL BANK & TRUST CO bought9,545 9,545 Diversified Trust Co 5%7,845 157,485
Lionsbridge Wealth Management LLC bought9,404 9,404 EPG Wealth Management LLC sold7,759 0
SVA Plumb Wealth Management, LLC 54%9,073 25,891 COMMONWEALTH EQUITY SERVICES, LLC. 1%7,607 935,523
HBC Financial Services, PLLC 6%8,800 158,955 Parkside Investments, LLC sold7,475 0
Graves-Light Private Wealth Management, Inc. 30%8,690 37,828 Next Capital Management LLC 57%7,471 5,577
R. W. Roge & Company, Inc. 27%8,538 40,425 Moloney Securities Asset Management, LLC 27%7,128 19,108
Paul John Balson bought8,306 8,306 Core Wealth Advisors, Inc. 14%7,033 44,472
Crumly & Associates Inc. 87%8,084 17,336 BERRY GROUP, LLC 17%7,007 34,151
Vectors Research Management, LLC bought7,951 7,951 PDS Planning, Inc 15%6,981 41,072
HNP Capital LLC bought7,951 7,951 RSM US WEALTH MANAGEMENT LLC 53%6,910 6,060
LWS Wealth Advisors, Inc. 18%7,946 53,262 CHARTER TRUST CO 7%6,890 89,919
Invesco Ltd. bought7,814 7,814 TRANSCEND WEALTH COLLECTIVE, LLC sold6,875 0
Head & Associates, LLC bought7,721 7,721 JOHNSON INVESTMENT COUNSEL INC 6%6,859 116,049
Glenview Trust Co 90%7,708 16,265 Evercore Wealth Management, LLC 17%6,837 33,126
Altavista Wealth Management, Inc. 67%7,556 18,849 Merit Financial Group, LLC 43%6,767 9,005
Altium Wealth Management LLC 3%7,522 228,786 1ST SOURCE BANK 11%6,735 52,961
COZAD ASSET MANAGEMENT INC bought7,468 7,468 RPTC Inc. sold6,635 0
Azimuth Capital Management LLC bought7,466 7,466 EP Wealth Advisors, Inc. 43%6,622 8,629
HM PAYSON & CO bought7,445 7,445 PRIVATE TRUST CO NA 27%6,372 16,850
Iowa State Bank 54%7,430 21,166 LEGAL & GENERAL GROUP PLC 80%6,350 1,590
One Wealth Advisors, LLC 18%7,381 48,292 UNIONBANCAL CORP 13%6,322 42,562
ING INVESTMENT MANAGEMENT LLC bought7,093 7,093 Silversage Advisors 48%6,321 6,785
Towercrest Capital Management 22%7,082 39,767 Summit Financial Strategies, Inc. 6%6,304 95,510
Goelzer Investment Management, Inc. 4%6,916 179,767 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 2%6,298 337,902
Keebeck Alpha, LP bought6,813 6,813 BANK OF THE WEST 16%6,178 33,388
Intrua Financial, LLC bought6,671 6,671 Global Retirement Partners, LLC 13%5,968 38,246
JEFFERIES GROUP INC /DE/ bought6,643 6,643 Stratford Consulting, LLC 32%5,960 12,384
DAVIS R M INC 5%6,488 125,048 IEQ CAPITAL, LLC 44%5,915 7,436
CADINHA & CO LLC 225%6,470 9,343 EDMOND DE ROTHSCHILD HOLDING S.A. sold5,890 0
RAYMOND JAMES TRUST CO 13%6,201 53,646 Certified Advisory Corp 14%5,809 35,479
ERTS Wealth Advisors, LLC bought6,179 6,179 Stratos Wealth Partners, LTD. 3%5,609 155,987
PARK AVENUE SECURITIES LLC bought6,178 6,178 Waldron, LP 27%5,603 15,111
Ameraudi Asset Management, Inc. bought6,154 6,154 UMA Financial Services, Inc. 39%5,569 8,820
HBW Advisory Services LLC 100%6,120 12,266 Pettinga Financial Advisors, LLC 14%5,512 33,315
FFT WEALTH MANAGEMENT LLC 2%6,020 364,583 Biltmore Family Office, LLC 35%5,504 10,177
BESSEMER GROUP INC 3%5,995 229,740 BRONFMAN E.L. ROTHSCHILD, L.P. 3%5,430 173,667
Endurance Wealth Management, Inc. bought5,922 5,922 Camden Capital, LLC 11%5,417 44,396
BADGLEY PHELPS & BELL INC 2%5,917 264,377 JFS WEALTH ADVISORS, LLC 7%5,401 72,267
Rockbridge Investment Management, LCC bought5,914 5,914 Dynamic Advisors Solutions LLC 20%5,348 21,375
Aft, Forsyth & Company, Inc. bought5,883 5,883 Fortis Advisors, LLC sold5,339 0
Fairhaven Wealth Management, LLC 8%5,879 82,401 Insight Wealth Strategies, LLC sold5,218 0
PBWM Holdings, LLC 8%5,870 80,418 Cedar Brook Financial Partners, LLC 59%5,174 3,642
CITIZENS FINANCIAL GROUP INC/RI 58%5,794 15,796 WRAPMANAGER INC sold5,124 0
New England Professional Planning Group Inc. 6%5,724 109,770 VERUS CAPITAL PARTNERS, LLC 89%4,955 582
MISSION CREEK CAPITAL PARTNERS, INC bought5,700 5,700 Arcus Capital Partners, LLC 11%4,898 39,242
IFP Advisors, Inc 10%5,677 63,599 Meridian Wealth Management, LLC 56%4,862 3,746
HILLTOP WEALTH ADVISORS, LLC bought5,423 5,423 180 WEALTH ADVISORS, LLC 73%4,852 1,774
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 17%5,423 36,670 PENINSULA ASSET MANAGEMENT INC 6%4,824 77,088
NORRIS PERNE & FRENCH LLP/MI 17%5,416 37,639 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 15%4,786 26,733
COLONY GROUP LLC 4%5,387 140,886 Berman Capital Advisors, LLC 20%4,743 19,058
Pinnacle Family Advisors, LLC bought5,288 5,288 RVW Wealth, LLC sold4,725 0
Kovack Advisors, Inc. 239%5,272 7,481 GOFEN & GLOSSBERG LLC /IL/ 7%4,687 65,574
WILEY BROS.-AINTREE CAPITAL, LLC 30%5,244 22,790 Well Done, LLC 37%4,535 7,590
Burns Wealth Management, Inc. 21%5,061 29,131 Jaffetilchin Investment Partners, LLC 100%4,482 14
CAPE COD FIVE CENTS SAVINGS BANK 2%5,045 257,968 Bellecapital International Ltd. sold4,355 0
BDO Wealth Advisors, LLC 5%4,935 107,613 ROOSEVELT INVESTMENT GROUP INC sold4,319 0
Ballew Advisors, Inc bought4,905 4,905 Mattern Wealth Management LLC sold4,316 0
Portland Global Advisors LLC 11%4,699 48,801 Beaumont Asset Management, L.L.C. sold4,302 0
SHINE INVESTMENT ADVISORY SERVICES INC 6%4,622 79,120 Stone House Investment Management, LLC sold4,290 0
NOTTINGHAM ADVISORS, INC. 4%4,613 121,895 RPg Family Wealth Advisory, LLC 68%4,281 2,048
Prospera Financial Services bought4,585 4,585 Secure Asset Management, LLC sold4,238 0
Pflug Koory, LLC 14,703%4,411 4,441 Ascent Wealth Partners, LLC 42%4,174 5,660
SMITHFIELD TRUST CO 14%4,346 35,473 Advisory Alpha, LLC 21%4,135 15,971
Peachtree Investment Partners, LLC bought4,345 4,345 CFG Asset Management LLC 8%4,120 48,694
Trilogy Capital Inc. 6%4,330 73,152 Riverpoint Wealth Management Holdings, LLC 10%4,096 36,167
CULLEN FROST BANKERS INC 13%4,311 37,363 IHT Wealth Management, LLC 12%4,029 30,747
Cavalier Investments 40%4,301 15,076 ERn Financial, LLC 30%3,999 9,319
Advisory Resource Group 36%4,295 16,245 LOWE BROCKENBROUGH & CO INC 9%3,906 41,543
Covington Capital Management 304%4,292 5,704 FineMark National Bank & Trust 14%3,901 24,608
Traynor Capital Management, Inc. 152%4,269 7,082 HAVERFORD TRUST CO 1%3,896 456,791
MILLENNIUM MANAGEMENT LLC bought4,200 4,200 Coastline Trust CO 12%3,887 27,425
Hall Kathryn A. bought4,200 4,200 Financial Network 3%3,880 114,341
Maryland Capital Management, LLC bought4,179 4,179 Dorsey & Whitney Trust CO LLC 43%3,844 5,058
Affiance Financial, LLC 2%4,138 183,510 TOCQUEVILLE ASSET MANAGEMENT LP 52%3,700 3,395
Feltz Wealth PLAN Inc. bought4,085 4,085 Eudaimonia Partners, LLC 89%3,672 464
BOSTON RESEARCH & MANAGEMENT INC 89%4,080 8,644 Ferris Capital, LLC 12%3,631 25,498
Moisand Fitzgerald Tamayo, LLC bought4,075 4,075 Fisher Asset Management, LLC(Kenneth L. Fisher) sold3,532 0
Fulton Breakefield Broenniman LLC 6%4,071 69,442 CALTON & ASSOCIATES, INC. 3%3,505 96,664
ANDERSON FISHER LLC 4%3,966 114,903 Capital Investment Advisors, LLC 2%3,494 146,507
Crewe Advisors LLC 9%3,951 49,811 RFG Advisory Group, LLC 22%3,493 12,224
Global Trust Asset Management, LLC 31%3,801 16,199 JSF Financial, LLC 34%3,481 6,677
Brand Asset Management Group, Inc. 8%3,792 52,793 CT Mason 86%3,480 550
TEXAS CAPITAL BANCSHARES INC/TX bought3,673 3,673 COLDSTREAM CAPITAL MANAGEMENT INC 11%3,459 27,236
ALESCO ADVISORS LLC 0%3,669 1,196,298 Personal Capital Advisors Corp 49%3,447 3,586
Csenge Advisory Group 182%3,644 5,642 Crescent Grove Advisors, LLC 8%3,446 38,863
Kovitz Investment Group Partners, LLC bought3,607 3,607 IBERIABANK CORP 7%3,325 46,034
AJ WEALTH STRATEGIES, LLC bought3,551 3,551 GRIMES & COMPANY, INC. 8%3,306 37,271
Relative Value Partners Group, LLC bought3,529 3,529 Hartland & Co., LLC 3%3,306 94,587
Mutual Advisors, LLC bought3,520 3,520 Bigelow Investment Advisors, LLC 17%3,300 16,659
Homrich & Berg 46%3,518 11,228 PERSONAL CFO SOLUTIONS, LLC 62%3,295 1,990
Capital Investment Advisory Services, LLC 33%3,486 14,191 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold3,267 0
Institute for Wealth Management, LLC. bought3,462 3,462 Stelac Advisory Services LLC 18%3,265 15,226
First Command Bank 77%3,353 7,696 HARVARD MANAGEMENT CO INC 13%3,224 22,266
First Command Financial Services, Inc. 77%3,353 7,696 QP WEALTH MANAGEMENT, LLC sold3,216 0
BancorpSouth Bank bought3,347 3,347 WADE G W & INC 6%3,188 50,381
Regal Investment Advisors, LLC 24%3,275 16,923 CAPITAL CITY TRUST CO/FL 71%3,035 1,215
Carl P. Sherr & Co., LLC bought3,274 3,274 TFG Advisers LLC sold2,944 0
CWS Financial Advisors, LLC bought3,117 3,117 ROCKLAND TRUST CO 25%2,857 8,703
55I, LLC bought3,092 3,092 SYNOVUS FINANCIAL CORP 21%2,846 10,788
ROPES WEALTH ADVISORS LLC 178%3,070 4,794 ASPIRIANT, LLC sold2,806 0
CARY STREET PARTNER INVESTMENT ADVISORY LLC bought3,061 3,061 CITIZENS & NORTHERN CORP 6%2,806 42,147
WealthStone, Inc. 206%3,040 4,515 MONETA GROUP INVESTMENT ADVISORS INC 13%2,783 18,766
IFG Advisory, LLC 10%3,024 34,010 Strategic Financial Group, LLC 4%2,694 69,091
Vestmark Advisory Solutions, Inc. bought2,965 2,965 Mackey Komara & Dankovich, LLC 12%2,683 19,466
FORT PITT CAPITAL GROUP, LLC bought2,920 2,920 Apexium Financial, LP 26%2,673 7,457
PRIVATE ASSET MANAGEMENT INC 15%2,919 21,847 Treasurer of the State of North Carolina 41%2,662 3,829
Essex Private Wealth Management, LLC 142%2,844 4,847 CRA Financial Services, LLC 14%2,647 16,931
TIEMANN INVESTMENT ADVISORS, LLC 86%2,835 6,140 FormulaFolio Investments, LLC 4%2,645 58,301
MONEYWISE, INC. 12%2,632 24,570 Brightworth sold2,584 0
HOWLAND CAPITAL MANAGEMENT INC bought2,584 2,584 PETTYJOHN CO 9%2,576 24,581
Cambridge Advisors Inc. 4%2,575 65,635 Princeton Global Asset Management LLC 70%2,534 1,100
SCHRODER INVESTMENT MANAGEMENT GROUP bought2,565 2,565 BRIGHTON JONES LLC 45%2,526 3,062
Elwood & Goetz Wealth Advisory Group, LLC bought2,554 2,554 Gibraltar Capital Management, Inc. sold2,506 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought2,534 2,534 Geller Family Office Services, LLC 51%2,500 2,370
Maple Capital Management, Inc. bought2,501 2,501 Aveo Capital Partners, LLC sold2,462 0
Garrison Point Capital, LLC bought2,426 2,426 Valeo Financial Advisors, LLC 20%2,445 9,688
Reynders McVeigh Capital Management, LLC 37%2,397 8,795 Essex Savings Bank 56%2,445 1,935
Wealth Alliance 14%2,367 19,112 Somerset Trust Co 52%2,433 2,287
Ford Financial Group, Inc. 11%2,343 23,011 Circle Wealth Management, LLC sold2,407 0
WETHERBY ASSET MANAGEMENT INC 130%2,325 4,108 Pathway Financial Advisors LLC sold2,385 0
Financial Advisory Group 3%2,312 75,020 COMMERCE BANK N A/MO 8%2,350 25,300
FIS GROUP, INC. bought2,308 2,308 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7%2,250 32,209
BLUESTEM FINANCIAL ADVISORS, LLC bought2,281 2,281 BRINKER CAPITAL INC 7%2,236 31,106
DeGreen Capital Management LLC 5%2,281 48,709 Kelman-Lazarov, Inc. 11%2,216 18,832
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ bought2,256 2,256 CAMBRIDGE TRUST CO 29%2,174 5,299
Pathstone Family Office, LLC bought2,222 2,222 FINANCIAL CONSULATE, INC 38%2,143 3,432
SMITH CAPITAL MANAGEMENT INC /AR/ADV 30%2,222 9,551 ARLINGTON PARTNERS LLC 91%2,140 220
Epstein & White Financial LLC 19%2,202 13,716 NOVARE CAPITAL MANAGEMENT LLC 8%2,135 24,413
Private Portfolio Partners LLC bought2,186 2,186 BREITER CAPITAL MANAGEMENT INC sold2,123 0
CCG WEALTH MANAGEMENT, LLC 17%2,167 15,106 TRUEFG, LLC 2%2,092 117,752
Stratos Wealth Advisors, LLC 42%2,157 7,281 Bangor Savings Bank 1%2,074 170,276
Bragg Financial Advisors, Inc bought2,106 2,106 BERKSHIRE ASSET MANAGEMENT INC/PA 56%2,040 1,605
Lloyd Advisory Services, LLC. 9%2,093 25,529 SOL Capital Management CO 9%2,030 21,562
TrueNorth, Inc. bought2,089 2,089 Johnson Financial Group, LLC sold2,007 0
FIRST CITIZENS BANK & TRUST CO 2%2,079 96,052 Gilbert & Cook, Inc. 21%1,980 7,235
CAPITAL FUND MANAGEMENT S.A. bought2,068 2,068 Chevy Chase Trust Holdings, Inc. 8%1,963 23,544
Toroso Investments, LLC bought2,051 2,051 CWM, LLC 2%1,934 77,282
Mosaic Family Wealth, LLC bought2,016 2,016 Bernardo Wealth Planning LLC 31%1,913 4,295
Archetype Wealth Partners, LLC bought1,999 1,999 ALTFEST L J & CO INC sold1,913 0
Sunbelt Securities, Inc. bought1,996 1,996 ZEKE CAPITAL ADVISORS, LLC sold1,908 0
CHESLEY TAFT & ASSOCIATES LLC/IL 2%1,985 96,056 Tarbox Group, Inc. 1%1,883 200,521
King Wealth Management Group, LLC 85%1,952 4,236 JGP Wealth Management, LLC 6%1,882 27,345
TSFG, LLC 161%1,945 3,155 PENN CAPITAL MANAGEMENT CO INC sold1,881 0
Peak Asset Management, LLC bought1,914 1,914 AUA CAPITAL MANAGEMENT, LLC 18%1,880 8,495
STERLING INVESTMENT ADVISORS LLC /ADV 6%1,913 36,406 BAILARD, INC. 4%1,868 51,023
FINANCIAL ADVISORY CORP /UT/ /ADV bought1,882 1,882 Horan Capital Advisors, LLC. 3%1,865 59,713
MAIRS & POWER INC bought1,880 1,880 BLAIR WILLIAM & CO/IL 5%1,863 35,528
Grant Street Asset Management, Inc. bought1,851 1,851 Janney Montgomery Scott LLC 1%1,852 197,532
Atlas Private Wealth Advisors bought1,838 1,838 Segment Wealth Management, LLC sold1,845 0
QUANTLAB CAPITAL MANAGEMENT LTD bought1,800 1,800 TBH Global Asset Management, LLC 19%1,824 7,805
CapWealth Advisors, LLC bought1,753 1,753 Legacy Private Trust Co. 10%1,821 15,920
NORTHSTAR WEALTH PARTNERS LLC bought1,738 1,738 TNB Financial 34%1,796 3,546
DEUTSCHE BANK AG 9%1,735 22,143 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 55%1,787 1,490
KCM INVESTMENT ADVISORS LLC 22%1,734 9,660 Rossmore Private Capital 16%1,763 9,415
Bartlett & Co. LLC 32%1,720 7,125 OLD NATIONAL BANCORP /IN/ 9%1,755 18,692
Waterloo Capital, L.P. bought1,710 1,710 AdvisorNet Financial, Inc 21%1,741 6,440
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3%1,703 66,055 Western Wealth Management, LLC 3%1,727 53,251
Clear Creek Financial Management, LLC bought1,681 1,681 Canal Capital Management, LLC 8%1,709 19,028
LYNCH & ASSOCIATES/IN 3%1,676 55,357 Newport Wealth Strategies, Inc. sold1,705 0
CORBETT ROAD CAPITAL MANAGEMENT, LLC 10%1,669 18,784 Alexandria Capital, LLC 10%1,682 15,282
River Wealth Advisors LLC 10%1,666 17,733 Spectrum Wealth Advisory Group, LLC sold1,671 0
360 Financial, Inc. 27%1,634 7,708 Empirical Financial Services, LLC sold1,652 0
Adaptive Financial Consulting, LLC bought1,628 1,628 Mount Yale Investment Advisors, LLC 11%1,650 13,266
Strategic Wealth Management Group, LLC 2%1,618 108,695 Executive Wealth Management, LLC sold1,643 0
GOLDMAN SACHS GROUP INC bought1,615 1,615 Archer Investment Corp sold1,627 0
EVERGREEN CAPITAL MANAGEMENT LLC bought1,613 1,613 All Terrain Financial Advisors, LLC sold1,604 0
BROWN ADVISORY HOLDINGS INC bought1,601 1,601 Resource Management, LLC sold1,594 0
RMR Wealth Builders bought1,598 1,598 MATHER GROUP, INC. sold1,553 0
Sigma Planning Corp 1%1,564 147,814 First Personal Financial Services 3%1,542 46,663
Pachira Investments Inc. 3%1,556 48,330 Comprehensive Portfolio Management, LLC sold1,529 0
SevenBridge Financial Group, LLC 27%1,543 7,301 Windsor Capital Management, LLC 3%1,523 44,374
Goss Wealth Management LLC 3%1,542 48,701 SJA Financial Advisory, LLC 11%1,514 12,100
Lighthouse Financial Advisors, Inc. bought1,529 1,529 Shepherd Financial Partners LLC 41%1,505 2,135
Pinnacle Wealth Management Advisory Group, LLC 34%1,513 6,013 Gerber Kawasaki Wealth & Investment Management sold1,500 0
Teamwork Financial Advisors, LLC bought1,512 1,512 Eastover Investment Advisors LLC sold1,477 0
PINNACLE ASSOCIATES LTD 14%1,505 12,289 Steward Partners Investment Advisory, LLC 2%1,475 91,475
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought1,501 1,501 Frontier Wealth Management LLC 5%1,475 28,714
HOLLENCREST SECURITIES LLC bought1,496 1,496 Cypress Wealth Services, LLC 36%1,434 2,585
Exchange Capital Management, Inc. 11%1,494 15,603 MOLLER FINANCIAL SERVICES 9%1,417 14,079
TOMPKINS FINANCIAL CORP 2%1,487 72,308 BBVA USA BANCSHARES INC 25%1,413 4,162
Koshinski Asset Management, Inc. 9%1,482 18,211 SCOTIA CAPITAL INC. 47%1,408 1,585
BSW Wealth Partners 2%1,472 71,486 Patriot Financial Group Insurance Agency, LLC 19%1,395 6,016
Hilltop Holdings Inc. 9%1,469 17,047 TOWNSQUARE CAPITAL LLC 25%1,383 4,174
WASHINGTON TRUST CO 33%1,450 5,911 FINANCIAL LIFE ADVISORS 8%1,371 15,488
Belpointe Asset Management LLC bought1,446 1,446 CONGRESS ASSET MANAGEMENT CO /MA 33%1,332 2,668
Buckingham Capital Management, Inc. 11%1,435 14,868 SIMPLEX TRADING, LLC 48%1,325 1,431
Van Cleef Asset Management,Inc bought1,434 1,434 Enterprise Bank & Trust Co 32%1,319 2,816
WHALEROCK POINT PARTNERS, LLC bought1,429 1,429 MEEDER ASSET MANAGEMENT INC 41%1,304 1,843
Alliance Wealth Management Group bought1,424 1,424 Paradigm Financial Partners, LLC 14%1,299 7,980
Chicago Partners Investment Group LLC 1%1,403 129,806 Susquehanna International Group, LLP 1%1,298 255,636
Berkeley Capital Partners, LLC bought1,398 1,398 AFFINITY WEALTH MANAGEMENT sold1,296 0
Cardan Capital Partners, LLC 5%1,392 31,321 APPLETON PARTNERS INC/MA 31%1,273 2,829
ROMAN BUTLER FULLERTON & CO bought1,391 1,391 Summit Trail Advisors, LLC 26%1,268 3,560
Haverford Financial Services, Inc. bought1,365 1,365 Madden Advisory Services, Inc. 26%1,249 3,590
ENTERPRISE FINANCIAL SERVICES CORP bought1,363 1,363 Ramsay, Stattman, Vela & Price, Inc. 4%1,225 31,364
STIFEL FINANCIAL CORP bought1,362 1,362 Arete Wealth Advisors, LLC 8%1,217 13,222
Blankinship & Foster, LLC 17%1,350 9,290 Freestone Capital Holdings, LLC 37%1,216 2,080
HOHIMER WEALTH MANAGEMENT, LLC bought1,343 1,343 DUBUQUE BANK & TRUST CO 25%1,195 3,604
BLB&B Advisors, LLC bought1,340 1,340 Apollon Wealth Management, LLC 64%1,189 671
MCDANIEL TERRY & CO bought1,326 1,326 EASTERN BANK 10%1,168 10,855
Affinity Capital Advisors, LLC bought1,324 1,324 STEPHENS INC /AR/ 2%1,167 53,370
Gradient Capital Advisors, LLC bought1,309 1,309 Aberdeen Wealth Management LLC sold1,162 0
PRICE T ROWE ASSOCIATES INC /MD/ bought1,305 1,305 Emerald Investment Partners, LLC 35%1,147 2,093
AMERICAN CENTURY COMPANIES INC 16%1,300 9,500 Coastal Capital Group, Inc. 1%1,144 144,712
Shulman DeMeo Asset Management LLC bought1,300 1,300 Carroll Financial Associates, Inc. 3%1,141 43,172
Visionary Wealth Advisors bought1,300 1,300 RDA Financial Network 26%1,131 3,238
Multi-Financial Securities Corp 1%1,297 94,434 BOSTON FINANCIAL MANGEMENT INC /MA 2%1,123 59,192
PARAMETRIC PORTFOLIO ASSOCIATES 11%1,294 13,385 CAPITAL WEALTH MANAGEMENT, LLC 4%1,112 25,245
Ridgewood Investments LLC bought1,293 1,293 Shone Asset Management LLC 14%1,107 6,659
Harvest Investment Services, LLC bought1,290 1,290 Merriman Wealth Management, LLC 31%1,091 2,451
CLS INVESTMENT FIRM, LLC bought1,282 1,282 Squar Milner Financial Services LLC sold1,087 0
Maltin Wealth Management, Inc. bought1,282 1,282 KINGS POINT CAPITAL MANAGEMENT 6%1,079 17,336
PLANNING DIRECTIONS INC bought1,239 1,239 HALL CAPITAL MANAGEMENT CO INC sold1,063 0
American Financial Advisors, LLC 1%1,237 115,783 VISTA CAPITAL PARTNERS, INC. 23%1,049 3,536
Meridian Financial Partners LLC bought1,218 1,218 D L CARLSON INVESTMENT GROUP INC 28%1,038 2,733
REDW Stanley Financial Advisors LLC bought1,199 1,199 SG Americas Securities, LLC 26%1,021 2,921
Integrated Wealth Concepts LLC 1%1,198 83,005 Wela Strategies, LLC 2%1,019 61,092
Hoover Financial Advisors, Inc. bought1,196 1,196 ENCORE BANK NA 7%1,003 12,656
Doyle Wealth Management bought1,193 1,193 DEARBORN PARTNERS LLC 30%974 2,320
Jentner Corp bought1,180 1,180 Apex Investment Services, Inc. 13%965 6,283
SCHNIEDERS CAPITAL MANAGEMENT LLC bought1,180 1,180 JNBA Financial Advisors 1%954 163,479
KMG FIDUCIARY PARTNERS, LLC bought1,177 1,177 Essex Financial Services, Inc. 12%938 6,602
First National Bank of Hutchinson 1%1,158 88,862 Venture Visionary Partners LLC 23%910 3,024
BURNEY CO/ bought1,158 1,158 Clean Yield Group 50%900 900
SALEM INVESTMENT COUNSELORS INC bought1,152 1,152 Keystone Financial Group 11%887 6,942
Polaris Wealth Advisers, LLC 12%1,151 10,380 National Asset Management, Inc. 11%882 7,297
Lincoln Capital LLC bought1,150 1,150 South Dakota Investment Council 10%880 7,694
Bull Street Advisors, LLC bought1,149 1,149 MARINO, STRAM & ASSOCIATES LLC 2%880 53,814
O'Brien Greene & Co. Inc bought1,138 1,138 TWIN FOCUS CAPITAL PARTNERS, LLC 3%875 25,227
Willow Creek Wealth Management Inc. bought1,137 1,137 HOWE & RUSLING INC 92%870 80
NewFocus Financial Group, LLC 75%1,136 2,650 CAPITAL ONE FINANCIAL CORP 21%863 3,232
Wealthstreet Investment Advisors, LLC bought1,135 1,135 MACRO Consulting Group 2%854 50,127
HUDSON CANYON INVESTMENT COUNSELORS LLC bought1,135 1,135 GIRARD PARTNERS LTD. 12%845 5,943
WJ Wealth Management, LLC bought1,132 1,132 Financial Partners Group, Inc 20%839 3,269
LAKE STREET ADVISORS GROUP, LLC bought1,130 1,130 H D Vest Advisory Services 2%811 49,309
SlateStone Wealth, LLC bought1,130 1,130 Cutler Group LP 57%800 600
Venturi Wealth Management, LLC bought1,125 1,125 HPM Partners LLC 4%798 20,719
Blue Creek Investment Partners, LLC 53%1,101 3,173 Financial Advisory Service, Inc. 7%792 9,774
DAGCO, INC. 6%1,073 17,640 Veracity Capital LLC 41%786 1,129
Sullivan, Bruyette, Speros & Blaney, Inc. 45%1,071 3,456 Providence Capital Advisors, LLC 10%784 7,108
TRUSTCORE FINANCIAL SERVICES, LLC 25%1,067 5,356 Abbrea Capital, LLC 20%769 2,985
Clearbridge Advisors, LLC bought1,053 1,053 Evensky & Katz, Inc. 7%765 9,506
Eldridge Investment Advisors, Inc. 38%1,040 3,782 BOENNING & SCATTERGOOD, INC. 27%753 2,064
Resources Investment Advisors, Inc. 39%1,033 3,676 Laurel Wealth Advisors, Inc. 5%747 14,847
Hubbell Strickland Wealth Management, LLC 2%1,015 64,520 Moors & Cabot, Inc. 8%736 8,080
First National Bank of South Miami 17%1,010 6,792 BTC Capital Management, Inc. 13%729 5,006
EATON VANCE MANAGEMENT 11%1,008 10,303 CLEAR INVESTMENT RESEARCH, LLC 3%728 24,969
Lion Street Advisors, LLC 87%1,002 2,156 Alpha Cubed Investments, LLC 29%705 1,695
Cypress Capital Group 10%989 10,693 Kingsview Wealth Management, LLC 4%693 17,261
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 31%983 4,149 PEAPACK GLADSTONE FINANCIAL CORP 10%688 6,356
Fundamentun, LLC 11%959 10,050 BANK OF HAWAII 2%687 40,672
Quantbot Technologies LLC bought955 955 BKD Wealth Advisors, LLC 2%680 36,253
GARRISON POINT ADVISORS, LLC 44%945 3,085 LAKE STREET FINANCIAL LLC 31%679 1,522
Hillstrust bought929 929 Parallel Advisors, LLC 11%676 5,335
Cooper Financial Group 27%914 4,286 Edge Capital Group, LLC 4%672 15,729
PEOPLES BANK NATIONAL ASSOCIATION 2%905 39,517 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 21%671 2,565
CITY HOLDING CO 11%892 9,155 Nadler Financial Group, Inc. 19%670 2,881
Carnegie Capital Asset Management, LLC 10%890 9,994 Highland Private Wealth Management 5%669 11,506
HYA Advisors, Inc 2%845 34,656 Cottage Street Advisors LLC 3%665 24,354
PROEQUITIES, INC. 2%812 34,051 Lakeview Capital Partners, LLC 12%664 4,856
Goodman & Company, Investment Counsel Ltd. 0%800 173,230 AlphaCore Capital LLC 94%657 40
WASHBURN CAPITAL MANAGEMENT, INC. 5%795 17,938 ARBOR TRUST WEALTH ADVISORS, LLC 6%650 11,137
Granite Investment Partners, LLC 679%794 911 PNC FINANCIAL SERVICES GROUP INC 4%648 15,554
Coastal Investment Advisors, Inc. 42%787 2,650 GLENMEDE TRUST CO NA 1%643 56,815
Pinnacle Bank 3%785 24,119 Independence Wealth Advisors, Inc. 2%640 34,371
TD ASSET MANAGEMENT INC 4%780 19,479 Sugarloaf Wealth Management, LLC 33%634 1,265
CYPRESS CAPITAL MANAGEMENT LLC 11%775 7,780 Plante Moran Financial Advisors Ltd Partnership 10%634 5,982
PIEDMONT INVESTMENT ADVISORS LLC 21%770 4,432 KDI CAPITAL PARTNERS LLC 14%630 4,009
Capital Asset Advisory Services LLC 1%764 52,767 Colorado Capital Management, Inc. 7%621 7,726
Quad-Cities Investment Group, LLC 23%752 4,084 Paracle Advisors, LLC 1%603 55,154
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2,064%743 779 Aurum Wealth Management Group, LLC 28%565 1,480
Compagnie Lombard, Odier SCA bought739 739 Avondale Wealth Management 1%564 49,454
FRONT BARNETT ASSOCIATES LLC 5%735 16,354 Peterson Wealth Advisors, LLC 20%562 2,296
TIAA, FSB 102%713 1,414 MV Capital Management, Inc. sold551 0
KAYS FINANCIAL ADVISORY CORP /ADV 2%712 31,316 Watson Rebecca 3%548 19,574
DOWLING & YAHNKE INC 20%707 4,158 CVA Family Office, LLC 5%543 10,614
WELCH & FORBES LLC 8%704 9,783 Aurora Private Wealth, Inc. 31%538 1,194
CREATIVE FINANCIAL DESIGNS INC /ADV 7%672 10,005 TrinityPoint Wealth, LLC 21%535 2,006
Jacobi Capital Management LLC 97%665 1,350 EARNEST PARTNERS LLC sold530 0
BEACON FINANCIAL GROUP 6%663 12,108 Family Management Corp 12%527 3,706
SAGE FINANCIAL GROUP INC 1%626 92,467 Private Ocean, LLC 34%520 990
Day & Ennis, LLC 45%626 2,014 Ledyard National Bank 5%518 10,181
KANAWHA CAPITAL MANAGEMENT LLC 1%624 79,989 Cetera Investment Advisers 2%516 20,207
FCA CORP /TX 3%621 21,469 LCNB CORP 4%513 11,663
Atlas Private Wealth Management bought614 614 BOYS ARNOLD & CO INC 1%505 35,092
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought584 584 MOODY LYNN & CO/ 15%500 2,942
Hanson McClain, Inc. 26%576 2,778 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12%499 3,743
Global Wealth Management Investment Advisory, Inc. 4%567 15,949 Ausdal Financial Partners, Inc. 24%494 1,545
Element Wealth, LLC 3%555 17,941 Austin Private Wealth, LLC 17%477 2,302
VISTA INVESTMENT MANAGEMENT 8%551 7,852 NWAM LLC 2%473 26,883
QCI ASSET MANAGEMENT INC/NY 13%550 4,798 Landsberg, Bennett, & Dubbaneh LLC 7%472 5,877
THOROUGHBRED FINANCIAL SERVICES, LLC 17%538 3,641 TCTC Holdings, LLC 25%470 1,405
TELEMUS CAPITAL, LLC 0%535 142,941 WEATHERLY ASSET MANAGEMENT LP /ADV 10%465 4,274
BSC PRIVATE WEALTH MANAGEMENT, LLC 15%535 4,123 SUMMIT FINANCIAL GROUP INC 2%459 28,095
FIRST NATIONAL CORP /MA/ /ADV 16%528 3,920 Ariel Capital Advisors, LLC 34%457 884
WAGNER CAPITAL MANAGEMENT CORP 10%520 5,903 SP Asset Management 18%445 2,002
MERCER GLOBAL ADVISORS INC /ADV 5%507 9,765 SPC Financial, Inc. 2%441 17,768
Claro Advisors LLC 14%499 4,025 Spectrum Management Group, Inc. 10%441 3,923
BerganKDV Wealth Management, LLC 3%495 18,705 Huber Financial Advisors, LLC 17%440 2,155
Neumann Capital Management, LLC 1%490 45,995 Patten Group, Inc. 4%435 11,537
Guidance Point Advisors, LLC 1%489 35,315 Zhang Financial LLC 18%419 1,972
CIGNA INVESTMENTS INC /NEW 7%460 6,710 Tranquility Partners, LLC 12%418 3,195
Parisi Gray Wealth Management 1%460 39,679 FARR MILLER & WASHINGTON LLC/DC 4%418 9,003
Abundance Wealth Counselors 0%454 149,126 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 20%417 1,666
Asset Management Group, Inc. 1%451 52,006 Birch Hill Investment Advisors LLC 3%400 14,663
Meridian Wealth Partners, LLC bought445 445 Financial Advocates Investment Management 2%400 16,455
Hanson Investment Management bought434 434 Allred Capital Management, LLC 18%392 1,790
Sowell Financial Services LLC 4%418 10,878 Oak Asset Management, LLC 12%390 2,840
HARBOR INVESTMENT ADVISORY, LLC 5%417 8,887 BURNS J W & CO INC/NY 1%389 34,049
TCF National Bank 3%415 12,642 One Capital Management, LLC 17%389 1,898
Vivaldi Capital Management, LLC 4%400 11,450 TL Private Wealth 13%382 2,629
Omega Financial Group, LLC 2%400 19,715 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 64%381 215
Column Capital Advisors, LLC 25%400 1,977 MCMILLION CAPITAL MANAGEMENT INC sold370 0
Boltwood Capital Management 2%396 22,202 HALLMARK CAPITAL MANAGEMENT INC 2%364 14,734
HERITAGE INVESTORS MANAGEMENT CORP 4%396 9,584 Brookmont Capital Management 9%361 3,653
BIDWELL C M & ASSOCIATES LTD/ bought393 393 EPIQ PARTNERS, LLC 20%358 1,398
TRUE Private Wealth Advisors 2%387 17,756 Efficient Wealth Management LLC 56%357 286
McKinley Carter Wealth Services, Inc. 1%357 25,260 Provident Wealth Management, LLC 3%357 10,833
Triangle Securities Wealth Management 3%349 12,656 Capital Bank & Trust Co 8%352 3,805
Great Lakes Retirement, Inc. 7%348 5,282 Newman Dignan & Sheerar, Inc. 3%352 13,501
S.E.E.D. Planning Group LLC 5%335 6,992 FIRST NATIONAL BANK OF OMAHA 3%330 12,071
Ironwood Wealth Management, llc 2%334 13,967 Rice Partnership, LLC sold329 0
Sandy Spring Bank 0%327 394,032 STRATEGY ASSET MANAGERS LLC 11%327 2,745
Lido Advisors, LLC 5%319 6,566 Geneva Partners, LLC 10%325 3,092
EVERETT HARRIS & CO /CA/ 13%315 2,689 LifeSteps Financial, Inc. 1%325 21,397
DUNCKER STREETT & CO INC 6%313 5,656 Telos Capital Management, Inc. 1%324 22,730
ProVise Management Group, LLC 1%305 39,742 Nikulski Financial, Inc. 11%320 2,600
Integer Wealth Advisors Group LLC 1%305 22,008 V Wealth Management,LLC 32%320 678
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 6%304 5,236 Brown Advisory Securities, LLC 4%319 6,789
Hardy Reed LLC 1%301 29,620 New England Investment & Retirement Group, Inc. sold311 0
ZWJ INVESTMENT COUNSEL INC 4%300 8,216 Sonora Investment Management, LLC 29%306 758
Financeware, Inc. 9%299 3,777 DIVIDEND GROWTH ADVISORS, LLC 100%301 1
Harbour Capital Advisors, LLC 4%290 7,173 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 11%300 2,450
Ancora Advisors, LLC 1%285 36,015 SILVERCREST ASSET MANAGEMENT GROUP LLC 4%298 6,939
Norway Savings Bank 102%282 558 Joel Isaacson & Co., LLC 10%297 2,727
Buckingham Asset Management, LLC 2%281 11,949 Carmichael Hill & Associates, Inc. 6%294 4,753
CAPROCK Group, Inc. 6%276 4,663 SONATA CAPITAL GROUP INC 2%288 16,697
Rathbone Brothers plc 4%275 6,699 LexAurum Advisors, LLC 12%283 2,016
CABANA LLC bought274 274 ALBION FINANCIAL GROUP /UT 2%270 10,758
MAGNOLIA CAPITAL ADVISORS LLC 5%273 6,230 SIGNATUREFD, LLC 14%265 1,583
Banque Cantonale Vaudoise bought271 271 Intellectus Partners, LLC 6%265 4,171
Paragon Capital Management LLC bought265 265 LifePlan Financial Group, Inc 4%262 6,172
Old Port Advisors 4%264 6,621 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 2%258 15,282
Bridgeworth, LLC 4%255 6,055 CONDOR CAPITAL MANAGEMENT 3%252 8,728
RDL FINANCIAL INC 6%252 4,683 Spotlight Asset Group, Inc. 0%251 50,680
Horan Securities, Inc. 13%245 2,185 Arkadios Wealth Advisors 57%250 185
FC Advisory LLC 2%245 12,228 BRADLEY FOSTER & SARGENT INC/CT 5%245 4,422
THOMPSON SIEGEL & WALMSLEY LLC 27%233 1,107 Great Diamond Partners, LLC 16%238 1,243
Aft, Forsyth & Sober, LLC 20%225 1,350 BENJAMIN F. EDWARDS & COMPANY, INC. 10%237 2,084
Private Wealth Group, LLC 4%221 6,319 North Star Investment Management Corp. 8%235 2,870
NORTHERN OAK CAPITAL MANAGEMENT INC 2%220 9,137 Beacon Financial Advisory LLC 3%231 8,674
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 0%220 132,670 Covenant Multifamily Offices, LLC 8%226 2,600
Capital Square, LLC bought219 219 DAVENPORT & CO LLC 2%224 14,596
INNEALTA CAPITAL, LLC 11%216 2,231 Williams Jones Wealth Management, LLC. 4%224 6,087
Patriot Investment Management Inc. 5%215 4,917 J. W. Coons Advisors, LLC 10%223 2,063
BURKE & HERBERT BANK & TRUST CO 3%212 6,554 WATERS PARKERSON & CO INC 8%223 2,470
MCRAE CAPITAL MANAGEMENT INC 7%211 3,176 Oakworth Capital, Inc. 3%218 6,818
TCI Wealth Advisors, Inc. 667%200 230 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2%211 10,116
SeaCrest Wealth Management, LLC 7%199 3,079 Perigon Wealth Management, LLC 2%208 11,169
ABSOLUTE INVESTMENT MANAGEMENT LLC 15%196 1,501 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11%206 1,601
GHP Investment Advisors, Inc. 1%196 28,661 Starfire Investment Advisers, Inc. 2%204 11,221
Fiduciary Group LLC 6%191 3,638 Principle Wealth Partners LLC 10%203 1,859
NBT BANK N A /NY 2%185 10,700 Clarity Wealth Advisors, LLC 1%200 33,675
COURIER CAPITAL CORP 0%182 71,788 PATTEN & PATTEN INC/TN 8%199 2,427
SAGE RHINO CAPITAL LLC 12%175 1,680 Knuff & Co LLC sold199 0
M&R CAPITAL MANAGEMENT INC 88%175 375 United Bank 1%195 16,458
WEDBUSH MORGAN SECURITIES INC 3%172 6,313 Capital Advisory Group Advisory Services, LLC sold192 0
Westside Investment Management, Inc. bought172 172 Heritage Way Advisors, LLC 1%190 15,669
Sageworth Trust Co bought167 167 Parkside Financial Bank & Trust 7%190 2,421
Heritage Trust Co 3%166 6,577 PFG Advisors 1%190 17,343
Procyon Private Wealth Partners, LLC bought163 163 Bank of the Ozarks 11%190 1,528
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 5%147 3,283 Strategic Blueprint, LLC 9%188 1,857
Kore Private Wealth LLC bought146 146 MISSION WEALTH MANAGEMENT, LLC 6%185 3,116
Sailer Financial LLC bought145 145 Ipswich Investment Management Co., Inc. 4%182 4,111
Trust Co 15%144 1,109 Perennial Investment Advisors, LLC 12%180 1,288
ARROW FINANCIAL CORP 7%143 2,071 NAPLES GLOBAL ADVISORS, LLC 1%179 26,676
PINNACLE FINANCIAL PARTNERS INC 0%142 56,821 Harwood Advisory Group, LLC sold171 0
Ellis Investment Partners, LLC 1%142 18,572 Family Firm, Inc. 2%169 7,398
Concorde Asset Management, LLC bought140 140 ELM ADVISORS, LLC 11%167 1,299
FSA Wealth Management LLC bought140 140 Granite Springs Asset Management LLC 3%167 4,702
Gryphon Financial Partners LLC 1%139 12,739 First Citizens Financial Corp 8%166 2,007
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 2%138 6,796 Carnick & Kubik Group, LLC 4%163 3,524
Pointe Capital Management LLC 5%134 3,042 Willingdon Wealth Management 70%160 70
Alley Co LLC 1%134 11,366 Neuberger Berman Group LLC 3%156 4,590
West Oak Capital, LLC 66%132 332 Fernwood Investment Management, LLC 1%155 12,091
We Are One Seven, LLC 1%132 11,267 MITCHELL CAPITAL MANAGEMENT CO 5%147 3,052
Kohmann Bosshard Financial Services, LLC 2%122 6,753 PARSONS CAPITAL MANAGEMENT INC/RI 1%142 15,655
Baird Financial Group, Inc. 2%120 5,490 GenWealth Group, Inc. 5%140 2,426
MIDDLETON & CO INC/MA 0%120 27,746 Steigerwald, Gordon & Koch Inc. 2%140 8,854
WESBANCO BANK INC 1%120 17,697 Soltis Investment Advisors LLC 0%139 50,724
JJJ Advisors Inc. 21%119 675 Disciplined Investments, LLC 2%137 5,852
Winslow, Evans & Crocker, Inc. 66%118 296 Kuehl Shepherd Kozlowski & Associates,Inc. 1%137 22,681
Capital Investment Counsel, Inc bought116 116 SHEETS SMITH & ASSOCIATES INC 1%135 21,748
Palisade Asset Management, LLC 3%113 4,012 Winthrop Advisory Group LLC 1%133 18,905
S.A. Mason LLC 3%110 3,478 Campbell Wealth Management 2%128 7,130
Asset Planning Services, Ltd. 0%105 28,300 Kerntke Otto McGlone Wealth Management Group 1%128 19,732
McIlrath & Eck, LLC bought104 104 Armor Investment Advisors, LLC 4%120 2,553
IFG Advisors, LLC 7%103 1,511 Prime Capital Investment Advisors, LLC 2%118 6,589
Filbrandt Wealth Management, LLC 102%97 192 Royal Fund Management, LLC sold117 0
Ellevest, Inc. 1%93 7,372 Allen Capital Group, LLC 2%117 4,778
Arden Trust Co bought93 93 Glassman Wealth Services 4%115 2,834
HARDESTY CAPITAL MANAGEMENT CORP 3%90 3,675 Hochman Cole Investment Advisors, Inc. 4%110 2,415
CPCM, LLC 3%90 2,983 First Heartland Consultants, Inc. 6%109 1,749
Mechanics Bank Trust Department 2%90 3,836 Gs Investments, Inc. 2%107 4,811
Stanley-Laman Group, Ltd. 2%89 3,662 KG&L Capital Management,LLC 2%107 4,529
Integrated Investment Consultants, LLC 1%89 17,081 ARKANSAS FINANCIAL GROUP, INC. 0%106 312,588
INVESTMENT PARTNERS LTD /OH/ /ADV 1%88 9,737 Murphy, Middleton, Hinkle & Parker, Inc. 1%105 8,235
MOTCO 3%86 2,664 Key FInancial Inc 6%100 1,522
AMARILLO NATIONAL BANK 3%81 2,884 Estate Counselors, LLC 4%100 2,200
Center for Financial Planning, Inc. 2%79 3,775 F3Logic, LLC 3%99 2,736
Stewardship Financial Advisors, LLC 34%75 297 QUEST CAPITAL MANAGEMENT INC /ADV 1%98 10,106
PAYDEN & RYGEL 1%72 12,562 Larson Financial Group LLC 46%98 113
MPS Loria Financial Planners, LLC bought71 71 JUNCTURE WEALTH STRATEGIES, LLC 2%97 6,242
Bogart Wealth, LLC 1%70 8,225 HawsGoodwin Investment Management LLC sold95 0
XML Financial, LLC 1%70 5,821 IPG Investment Advisors LLC 6%94 1,497
Barrett Asset Management, LLC 4%65 1,755 Confluence Wealth Management LLC 6%90 1,515
Nachman Norwood & Parrott, Inc 0%65 23,001 SVB Wealth Advisory, Inc. 3%89 2,773
LIBERTY WEALTH MANAGEMENT LLC 8%65 900 Argent Wealth Management LLC 2%88 4,407
NWK Group, Inc. 3%63 2,034 Retirement Planning Group 1%87 5,870
Strategic Wealth Partners Group LLC 1%55 6,292 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7%86 1,093
Independent Advisor Alliance 1%55 6,371 Samalin Investment Counsel, LLC 0%86 24,468
HIGHLAND CAPITAL MANAGEMENT CORP 0%50 22,806 BCS Wealth Management 5%86 1,775
Transamerica Financial Advisors, Inc. bought50 50 McNaughton Wealth Management, LLC 6%85 1,320
Family Legacy, Inc. 3%49 1,916 LBMC INVESTMENT ADVISORS, LLC 1%80 7,633
WP Advisors, LLC 1%48 5,092 SCBT FINANCIAL CORP 3%77 2,245
Verdence Capital Advisors LLC 1%45 4,758 PAX Financial Group, LLC 6%76 1,231
BALLAST ADVISORS LLC 11%45 464 Stearns Financial Services Group 24%74 237
KWMG, LLC 1%42 6,264 Sharkey, Howes & Javer 2%74 3,225
Rikoon Group, LLC 1%42 6,534 Sound Income Strategies, LLC 60%70 46
John W. Brooker & Co., CPAs 1%41 3,763 STOCK YARDS BANK & TRUST CO 4%69 1,610
Aptus Capital Advisors, LLC 12%39 365 Ballast, Inc. 2%68 2,796
Lehman & Derafelo Financial Resources LLC bought38 38 HighMark Wealth Management LLC 0%66 16,056
FMR LLC bought38 38 Change Path, LLC 1%63 7,358
ASSOCIATED BANC-CORP 3%37 1,449 Schneider Downs Wealth Management Advisors, LP 4%63 1,483
Coyle Financial Counsel, Inc. 0%32 22,313 STEPHENSON NATIONAL BANK & TRUST 14%62 388
Perennial Advisors, LLC bought31 31 Focused Wealth Management, Inc 14%61 365
SRS Capital Advisors, Inc. bought26 26 FIRST MANHATTAN CO 27%60 159
ROSENBLUM SILVERMAN SUTTON S F INC /CA 1%24 2,772 WAYNE HUMMER ASSET MANAGEMENT CO 3%60 1,989
Savant Capital Management Inc 0%24 7,724 CLIFFORD SWAN INVESTMENT COUNSEL LLC 1%56 7,937
Intersect Capital LLC 1%24 4,682 Blue Chip Wealth Management, Inc. 1%56 8,884
Livingston Group Asset Management CO (operating as Southport Capital Management) 1%23 1,798 BALDWIN BROTHERS INC/MA 3%55 1,890
REGENTATLANTIC CAPITAL LLC 0%22 4,752 Capital Directions Investment Advisors, LLC 4%50 1,331
Sage Capital Advisors,llc 1%22 2,512 Sabal Trust CO 0%50 15,084
ARCADIA INVESTMENT MANAGEMENT CORP/MI bought21 21 Baystate Wealth Management LLC 3%50 1,585
CARRET ASSET MANAGEMENT 1%20 1,589 Global Financial Private Capital, LLC 19%49 213
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0%19 3,914 Southern Wealth Management, LLP 1%49 7,547
TD Capital Management LLC 3%18 557 OmniStar Financial Group, Inc. sold48 0
Modus Advisors, LLC bought18 18 Schwab Charitable Fund 2%47 2,430
BOSTON FAMILY OFFICE LLC 0%17 11,152 SkyOak Wealt, LLC 2%46 2,098
Stony Point Wealth Management Inc. 1%17 1,840 tru Independence LLC sold43 0
Roble, Belko & Company, Inc 4%17 437 VeraBank, N.A. 0%42 8,428
Titus Wealth Management 1%16 2,115 New Potomac Partners, LLC 4%42 963
Investors Financial Group, LLC 0%16 4,470 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0%40 21,336
UNITED BANK /VA/ 0%16 15,243 Montecito Bank & Trust 0%38 53,703
Keebeck Wealth Management, LLC bought15 15 LEE DANNER & BASS INC 2%37 1,827
9258 Wealth Management, LLC 0%15 6,822 Independence Advisors, LLC 5%33 623
CAMDEN NATIONAL BANK 0%14 7,357 Plancorp, LLC 1%28 1,907
ROWLAND CARMICHAEL ADVISORS INC /ADV 1%13 1,763 PACIFIC FINANCIAL GROUP INC 0%27 28,325
Conservest Capital Advisors, Inc. 0%11 2,299 Gradient Investments LLC 5%27 559
Tower View Investment Management & Research LLC bought11 11 Butler Wick Trust CO 0%25 13,873
ARQ WEALTH ADVISORS, LLC 0%8 5,275 SMITH SHELLNUT WILSON LLC /ADV 0%24 28,415
HHM Wealth Advisors, LLC 1%8 1,418 Retirement Network sold24 0
New England Private Wealth Advisors LLC 0%7 13,539 TOBIAS FINANCIAL ADVISORS, INC. sold22 0
Asset Advisors Investment Management, LLC bought6 6 Ambassador Advisors, LLC 6%21 306
Laurel Wealth Advisors LLC 0%5 2,986 VAUGHAN AND COMPANY SECURITIES, INC. sold20 0
REILLY FINANCIAL ADVISORS, LLC 13%5 45 Evolution Wealth Advisors, LLC 4%20 550
OPTIMUM INVESTMENT ADVISORS 0%3 2,664 TFO-TDC, LLC 25%19 57
InterOcean Capital, LLC 0%3 2,134 Summit X, LLC 1%19 2,736
CAROLINAS WEALTH CONSULTING LLC 0%3 1,225 Stockman Asset Management 1%18 3,274
Mine & Arao Wealth Creation & Management, LLC. 0%2 1,509 Your Advocates Ltd., LLP sold18 0
HOWARD WEALTH MANAGEMENT, LLC 0%2 2,679 Arvest Trust Co 0%15 8,472
Northeast Financial Consultants Inc 0%1 2,732 Private Capital Group, LLC 0%15 12,239
Evanson Asset Management, LLC 0%1 5,721 StrongBox Wealth, LLC 0%13 11,931
Regal Wealth Group, Inc. 0%1 484 DOCK STREET ASSET MANAGEMENT INC 0%12 2,581
Capital Advisors, Ltd. LLC 0%12 5,759
Unified Trust Company, N.A. 0%12 7,274
Granite Investment Advisors, Inc. 0%10 7,699
Bedel Financial Consulting, Inc. 0%10 5,990
TRUST CO OF OKLAHOMA 0%10 4,330
SECURITY NATIONAL TRUST CO 0%10 13,186
Paulson Wealth Management Inc. 0%6 2,718
Aspire Private Capital, LLC 35%6 11
Courage Miller Partners, LLC 0%5 3,364
TRUST CO OF VIRGINIA /VA 0%3 1,996
Old North State Trust, LLC 0%1 6,478
SECURITY BENEFIT LIFE INSURANCE CO /KS/ no change 14,000
CONCENTRIC WEALTH MANAGEMENT, LLC no change 1,727
Financial Architects, Inc no change 1,812
FIRST MERCHANTS CORP no change 3,919
Partnervest Advisory Services LLC no change 106
GUGGENHEIM CAPITAL LLC no change 12,226
Perkins Coie Trust Co no change 4,094
Summit Asset Management, LLC no change 1,863
DIMENSION CAPITAL MANAGEMENT PARTNERS no change 2,010
MARCO INVESTMENT MANAGEMENT LLC no change 4,091
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 13,509
MARTIN & CO INC /TN/ no change 1,929
TERRIL BROTHERS, INC. no change 2,052
J. L. Bainbridge & Co., Inc. no change 2,017
DAVIDSON TRUST CO no change 1,829
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 3,531
FIRST WILSHIRE SECURITIES MANAGEMENT INC no change 2,700
NOESIS CAPITAL MANGEMENT CORP no change 1,695
D. SCOTT NEAL, INC. no change 1,538
LVM CAPITAL MANAGEMENT LTD/MI no change 2,224
Regis Management CO LLC no change 2,267
Financial Gravity Wealth, Inc. no change 139
Hollow Brook Associates LLC no change 2,668
CONNING Asset Management Co. no change 88,164
New Capital Management LP no change 382
TOTH FINANCIAL ADVISORY CORP no change 46
THRIVENT FINANCIAL FOR LUTHERANS no change 10,290
Goldstein Munger & Associates no change 2,864
PACIFIC SUN FINANCIAL CORP no change 2,981
Founders Capital Management no change 72
Manchester Capital Management LLC no change 276
Lake Point Wealth Management no change 126
ALERUS FINANCIAL NA no change 2,657
Ziegler Capital Management, LLC no change 2,657
ADVANTUS CAPITAL MANAGEMENT INC no change 21,725
TRUST CO OF TOLEDO NA /OH/ no change 3,585
CIM, LLC no change 3,570
Choate Investment Advisors no change 2,286
LeJeune Puetz Investment Counsel LLC no change 2,180
Columbia Trust Co 01012016 no change 2,120
JMG Financial Group, Ltd. no change 2,144
Marquette Asset Management Inc. no change 2,368
EagleClaw Capital Managment, LLC no change 2,393
St. Louis Trust Co no change 28,438
GAMBLE JONES INVESTMENT COUNSEL no change 2,587
Tortoise Investment Management, LLC no change 2,620
CULBERTSON A N & CO INC no change 2,558
GREENWOOD CAPITAL ASSOCIATES LLC no change 2,540
KING LUTHER CAPITAL MANAGEMENT CORP no change 2,433
Opus Capital Group, LLC no change 2,497
AMERICAN NATIONAL BANK no change 2,085
RMB Capital Management, LLC no change 10,289
Eukles Asset Management no change 119
Powell Investment Advisors, LLC no change 834
CFM WEALTH PARTNERS LLC no change 100
Rain Capital Management, LLC no change 125
WEST BANCORPORATION INC no change 129
Independence Bank of Kentucky no change 179
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 158
BELLEVUE ASSET MANAGEMENT, LLC no change 150
Cypress Capital Management LLC (WY) no change 91
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 80
SYM FINANCIAL CORPORATION no change 54
Asset Dedication, LLC no change 49
Main Management LLC no change 965
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC no change 57
HCR Wealth Advisors no change 60
Tradewinds Capital Management, LLC no change 71
ATWOOD & PALMER INC no change 70
Stonebridge Capital Advisors LLC no change 70
PITTENGER & ANDERSON INC no change 180
Front Row Advisors LLC no change 625
Harel Insurance Investments & Financial Services Ltd. no change 355
Jackson Hole Capital Partners, LLC no change 305
CX Institutional no change 565
Riggs Asset Managment Co. Inc. no change 360
AllSquare Wealth Management LLC no change 361
ADIRONDACK TRUST CO no change 471
Prestige Wealth Management Group LLC no change 536
Financial Advantage, Inc. no change 444
PrairieView Partners, LLC no change 256
Moser Wealth Advisors, LLC no change 255
First PREMIER Bank no change 200
Legacy Bridge, LLC no change 200
MANCHESTER FINANCIAL INC no change 185
Capstone Financial Group, Inc. no change 204
Sowa Financial Group, Inc. no change 224
DELTA ASSET MANAGEMENT LLC/TN no change 248
Rosenberg Matthew Hamilton no change 600
Red Door Wealth Management, LLC no change 226
Barnett & Company, Inc. no change 40
Psagot Investment House Ltd. no change 1,007
OXFORD FINANCIAL GROUP LTD no change 4,552
Weaver Consulting Group no change 1,535
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA no change 1,550
Kavar Capital Partners, LLC no change 1,509
SFMG, LLC no change 1,498
Premier Asset Managment LLC no change 1,425
Harborview Advisors, LLC no change 1,456
Radnor Capital Management, LLC no change 1,460
BigSur Wealth Management LLC no change 10,200
Savior LLC no change 490
MERIDIAN INVESTMENT COUNSEL INC. no change 1,680
Hummer Financial Advisory Services Inc no change 1,692
Calamos Wealth Management LLC no change 4,123
LS Investment Advisors, LLC no change 1,657
Jordan Park Group LLC no change 1,630
BEACON INVESTMENT ADVISORY SERVICES, INC. no change 1,557
EVOKE WEALTH, LLC no change 1,587
DELTA FINANCIAL ADVISORS LLC no change 10,826
Gibson Capital Management, Ltd. no change 1,422
PROFFITT & GOODSON INC no change 1,355
Lowe fs, LLC no change 17
Investment Research & Advisory Group, Inc. no change 1,049
Sterling Investment Advisors, Ltd. no change 1,100
Cordasco Financial Network no change 18
Financial Management Professionals, Inc. no change 30
Balentine LLC no change 39
HC FINANCIAL ADVISORS INC no change 35
Braun-Bostich & Associates Inc. no change 32
Investors Research Corp no change 6
WEBSTER BANK, N. A. no change 5
Engrave Wealth Partners LLC no change 1,216
TRADITION ASSET MANAGEMENT LLC no change 5,337
Sepio Capital, LLC no change 7,925
BARCLAYS PLC no change 530
TORONTO DOMINION BANK no change 1,198
Versant Capital Management, Inc no change 5
Cribstone Capital Management, LLC no change 4
TRUEWEALTH LLC no change 1,180
GUYASUTA INVESTMENT ADVISORS INC no change 1,715
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