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STOCK TICKER:
ISHARE RUS 1000 VALU   (ticker: IWD)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 229,037,657
Previous Holdings: 131,077,305
Change: 74.73%
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/ bought44,820,864 44,820,864 JONES FINANCIAL COMPANIES LLLP 100%13,374,592 12,528
MORGAN STANLEY bought27,162,399 27,162,399 BP WEALTH MANAGEMENT, LLC 99%1,919,973 26,462
BB&T CORP bought1,830,492 1,830,492 Financial Engines Advisors L.L.C. 9%1,489,708 15,910,113
NORTHERN TRUST CORP bought1,377,075 1,377,075 Oak Hill Investment Management, L.P. 26%562,514 1,641,086
ROYAL BANK OF CANADA bought1,372,036 1,372,036 FDx Advisors, Inc. 69%507,049 232,011
Cresset Asset Management, LLC bought939,468 939,468 SYNOVUS FINANCIAL CORP 10%472,955 4,373,944
AMERIPRISE FINANCIAL INC bought725,186 725,186 Johnson Financial Group, Inc. 84%439,261 84,324
MANUFACTURERES LIFE INSURANCE CO bought697,506 697,506 AMERICAN CENTURY COMPANIES INC 8%435,335 5,357,759
ALLIANCEBERNSTEIN L.P. 324%611,313 799,913 ENVESTNET ASSET MANAGEMENT INC 6%409,911 6,028,951
J P MORGAN CHASE & CO 4%456,735 10,981,237 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31%304,684 692,945
PARK AVENUE SECURITIES LLC bought409,686 409,686 CULLEN FROST BANKERS INC sold247,600 0
HSBC HOLDINGS PLC bought309,271 309,271 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 95%226,240 12,969
CASTLEARK MANAGEMENT LLC bought265,000 265,000 COMMERCE BANK N A/MO 19%220,861 931,133
Equitable Holdings, Inc. bought253,565 253,565 M&T BANK CORP 12%211,291 1,515,337
Hirtle Callaghan & Co Inc 280%249,837 339,199 Noven Financial Group, Inc. sold190,823 0
BRANDYWINE ASSET MANAGEMENT LLC bought235,154 235,154 SEI INVESTMENTS CO 40%182,426 274,761
FSA Wealth Management LLC bought180,009 180,009 LONDON CO OF VIRGINIA sold178,989 0
Flaharty Asset Management, LLC bought179,430 179,430 Financial Network 52%156,155 144,076
Twin Tree Management, LP bought152,400 152,400 EATON VANCE MANAGEMENT 98%155,810 3,836
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought142,678 142,678 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 9%153,897 1,490,423
QUEST INVESTMENT MANAGEMENT INC/OR bought125,449 125,449 Susquehanna International Group, LLP 29%147,659 363,189
CITIGROUP INC 4%118,473 3,057,905 HighTower Advisors, LLC 19%141,902 590,424
QS Investors, LLC bought108,710 108,710 BALASA DINVERNO & FOLTZ LLC 24%141,272 436,625
SG Americas Securities, LLC 129%94,667 168,336 WELLS FARGO & CO/MN 4%137,814 3,759,342
Bank of New York Mellon CORP 15%94,330 715,492 US BANCORP DE 14%136,997 840,208
RAYMOND JAMES & ASSOCIATES 3%93,356 3,516,615 MERCER GLOBAL ADVISORS INC /ADV 50%134,931 134,069
CAPTRUST FINANCIAL ADVISORS 64%79,694 204,661 Nuveen Asset Management, LLC 25%134,432 408,381
SIMPLEX TRADING, LLC 1,638%75,348 79,949 Allianz Asset Management AG 92%132,698 10,888
GV Capital Management 19%74,275 465,243 COMMONWEALTH EQUITY SERVICES, LLC. 6%125,664 2,070,436
Rafferty Asset Management, LLC 54%65,686 188,304 FIFTH THIRD BANCORP 20%120,211 471,236
JANE STREET GROUP, LLC 28%64,856 292,604 CAMBIAR INVESTORS LLC 74%118,170 42,083
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought64,209 64,209 PNC FINANCIAL SERVICES GROUP INC 5%117,732 2,347,545
Beirne Wealth Consulting Services, LLC 1,057%63,367 69,362 DIAMOND HILL CAPITAL MANAGEMENT INC 77%95,406 29,120
PineBridge Investments Ltd bought57,491 57,491 Equity Investment Corp Acquisition Inc 61%89,966 58,019
EDMOND DE ROTHSCHILD HOLDING S.A. bought55,082 55,082 LPL Financial CORP 5%85,962 1,521,521
OLD MISSION CAPITAL LLC bought55,078 55,078 OPPENHEIMER ASSET MANAGEMENT INC 99%81,128 945
BBVA USA BANCSHARES INC 20%54,699 331,021 KMG FIDUCIARY PARTNERS, LLC 96%78,999 3,436
SUNRISE PARTNERS LLC /CT bought54,455 54,455 FIRST BUSINESS FINANCIAL SERVICES, INC. 22%70,863 254,556
CI INVESTMENTS INC. bought47,093 47,093 LINCOLN NATIONAL CORP 52%65,503 59,664
Qube Research & Technologies Ltd bought46,359 46,359 Amerivest Investment Management LLC 27%64,583 173,551
NorthRock Partners, LLC bought45,694 45,694 BLAIR WILLIAM & CO/IL 22%64,110 224,442
MILLENNIUM MANAGEMENT LLC bought40,998 40,998 Sontag Advisory, LLC 86%60,176 9,854
Zions Bancorporation, N.A. bought40,208 40,208 Country Club Trust Company, n.a. sold53,147 0
Pathstone Family Office, LLC 4,392%39,529 40,429 TIEDEMANN WEALTH MANAGEMENT, LLC 76%50,651 15,979
Ironsides Asset Advisors, LLC bought39,000 39,000 Stratos Wealth Partners, LTD. 40%50,449 74,923
CITIZENS & NORTHERN CORP 886%38,580 42,932 Edge Capital Group, LLC 47%49,443 54,861
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought35,646 35,646 MACQUARIE GROUP LTD 99%49,219 376
Chicago Wealth Management, Inc. bought34,875 34,875 AVALON ADVISORS L P sold47,885 0
Orion Portfolio Solutions, LLC bought33,593 33,593 NWQ INVESTMENT MANAGEMENT CO LLC 91%46,563 4,757
Tolleson Wealth Management, Inc. bought32,459 32,459 REED CONNER & BIRDWELL LLC 29%44,993 108,507
CREDIT SUISSE/ bought31,003 31,003 Alera Investment Advisors, LLC 24%44,352 139,291
SIGNATUREFD, LLC 339%30,327 39,260 FIRST CITIZENS BANK & TRUST CO 21%43,421 166,718
Homrich & Berg 117%30,303 56,152 HARTFORD INVESTMENT MANAGEMENT CO sold42,950 0
NATIXIS bought30,137 30,137 H D Vest Advisory Services 58%42,017 29,937
PRINCIPAL FINANCIAL GROUP INC bought28,591 28,591 STRATEGIC INVESTMENT MANAGEMENT sold39,686 0
BANQUE PICTET & CIE SA bought28,000 28,000 RSM US WEALTH MANAGEMENT LLC 10%38,326 340,141
WOLVERINE TRADING, LLC bought27,200 27,200 Segment Wealth Management, LLC 37%36,081 60,499
Hanson Investment Management bought27,086 27,086 NORTH AMERICAN MANAGEMENT CORP 29%35,349 85,977
MEEDER ASSET MANAGEMENT INC 56%26,181 72,722 STEPHENS INC /AR/ 4%34,506 773,881
Linscomb & Williams, Inc. 58%25,757 70,049 Core Wealth Advisors, Inc. 83%33,491 6,631
COMERICA SECURITIES,INC. bought25,570 25,570 Creative Planning 9%33,344 339,694
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 25%25,223 127,654 MML INVESTORS SERVICES, LLC 17%33,096 162,300
PBWM Holdings, LLC 34%25,052 99,658 Janney Montgomery Scott LLC 20%33,076 131,489
SSI INVESTMENT MANAGEMENT INC 586%24,392 28,554 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 54%32,260 27,573
Renaissance Technologies(Jim Simons) bought23,800 23,800 BRONFMAN E.L. ROTHSCHILD, L.P. 46%31,809 37,710
Hall Kathryn A. bought23,600 23,600 EP Wealth Advisors, Inc. 29%30,677 76,954
Warren Averett Asset Management, LLC 37%23,250 86,496 Resource Management, LLC 52%30,641 28,216
STRINGER ASSET MANAGEMENT, LLC bought22,944 22,944 Rockefeller Capital Management L.P. 31%28,906 64,523
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 180%21,103 32,808 Waldron, LP 4%28,184 726,384
OHE FINANCIAL INC bought20,983 20,983 CAPITAL FUND MANAGEMENT S.A. sold27,343 0
Mutual Advisors, LLC bought20,936 20,936 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 33%25,638 51,935
Rehmann Capital Advisory Group bought20,806 20,806 Round Table Services, LLC 30%23,202 54,169
JNB Advisors LLC bought20,182 20,182 BRINKER CAPITAL INC 24%22,999 71,882
Baker Avenue Asset Management, LP 72%19,678 46,847 Cutler Group LP sold22,500 0
Pennsylvania Trust Co bought19,165 19,165 Clarius Group, LLC 72%21,869 8,316
BTC Capital Management, Inc. 21%18,323 105,946 COLONY GROUP LLC 35%21,190 38,645
Sunflower Bank, N.A. bought18,137 18,137 Americana Partners, LLC sold20,530 0
METROPOLITAN LIFE INSURANCE CO/NY 33%18,000 72,200 LAZARD ASSET MANAGEMENT LLC 93%20,367 1,504
NOTTINGHAM ADVISORS, INC. 17%17,654 119,287 Cornerstone Advisory, LLP 84%20,205 3,894
SMITH, MOORE & CO. bought16,943 16,943 Multi-Financial Securities Corp 18%19,883 89,216
Advisory Services Network, LLC bought16,749 16,749 Sequoia Financial Advisors, LLC sold19,646 0
TWO SIGMA INVESTMENTS LLC bought16,300 16,300 MILLER HOWARD INVESTMENTS INC /NY sold19,624 0
GFS Advisors, LLC bought16,201 16,201 Menard Financial Group LLC 78%19,397 5,326
QUADRANT CAPITAL GROUP LLC bought15,705 15,705 Parkside Investments, LLC sold19,237 0
Tower Research Capital LLC bought15,594 15,594 Ferguson Shapiro LLC sold19,217 0
ROTHSCHILD ASSET MANAGEMENT INC bought15,229 15,229 Buckingham Asset Management, LLC 30%18,972 43,633
H&H Retirement Design & Management INC bought15,198 15,198 Manchester Capital Management LLC 71%18,746 7,711
MEMBERS Trust Co bought15,089 15,089 Montecito Bank & Trust 19%18,505 78,792
AMALGAMATED BANK bought15,005 15,005 Massey, Quick & Co., LLC 17%18,291 91,764
Diversified Trust Co 26%15,002 73,703 KEYBANK NATIONAL ASSOCIATION/OH 6%18,199 265,901
Argent Trust Co 253%14,291 19,939 SCHAFER CULLEN CAPITAL MANAGEMENT INC sold17,821 0
ELLIOTT & ASSOCIATES bought14,270 14,270 Cullen Capital Management, LLC sold17,821 0
Monument Capital Management bought13,952 13,952 BRYN MAWR TRUST CO/PA 18%17,296 81,172
PHILLIPS FINANCIAL MANAGEMENT, LLC bought13,811 13,811 Game Plan Financial Advisors, LLC sold16,905 0
BESSEMER GROUP INC 128%13,522 24,057 BADGLEY PHELPS & BELL INC 12%16,687 125,356
Sawtooth Asset Management, Inc. bought12,966 12,966 PERSONAL CFO SOLUTIONS, LLC 80%16,643 4,200
Relative Value Partners Group, LLC bought12,900 12,900 Veritable, L.P. 20%16,617 68,421
First Allied Advisory Services, Inc. 17%12,675 85,757 BANK OF MONTREAL /CAN/ 55%16,372 13,665
Voya Financial Advisors, Inc. bought12,099 12,099 ANCHOR CAPITAL ADVISORS INC 57%16,170 12,037
MERITAGE PORTFOLIO MANAGEMENT 35%12,005 46,657 Mariner Wealth Advisors, LLC 4%16,136 438,911
FRANKLIN RESOURCES INC 35%11,840 45,595 Atlantic Trust Group, LLC 6%16,112 252,723
RHUMBLINE ADVISERS 31%11,527 48,453 Estate Counselors, LLC 18%15,900 70,070
Watchman Group, Inc. 549%11,260 13,310 Marquette Asset Management Inc. 11%15,304 126,918
GREAT VALLEY ADVISOR GROUP, INC. bought11,142 11,142 Parkside Financial Bank & Trust 7%15,203 214,789
FIRST HAWAIIAN BANK 63%10,350 26,877 MATHER GROUP, INC. 5%15,179 275,634
PZENA INVESTMENT MANAGEMENT LLC(Richard S. Pzena) bought9,630 9,630 Wealth Alliance sold14,851 0
DAVIDSON D A & CO 110%9,050 17,251 Brightworth 48%14,504 15,535
NOMURA ASSET MANAGEMENT CO LTD bought8,700 8,700 IBERIABANK CORP 11%14,049 114,513
Private Portfolio Partners LLC bought8,589 8,589 FULTON BANK, N.A. 11%13,988 116,113
AJ WEALTH STRATEGIES, LLC bought8,389 8,389 Private Advisor Group, LLC 4%13,733 359,734
Prospera Financial Services bought8,272 8,272 Vestmark Advisory Solutions, Inc. sold13,366 0
Legacy Wealth Planning, LLC 865%8,226 9,177 M Holdings Securities, Inc. sold13,320 0
Stairway Partners, LLC 2%8,022 477,859 LEVEL FOUR ADVISORY SERVICES, LLC sold13,083 0
Clear Perspective Advisors, LLC bought7,998 7,998 Grubman Wealth Management 34%12,971 24,723
Doyle Wealth Management bought7,937 7,937 Hamlin Capital Management, LLC sold12,830 0
UBS Group AG 71%7,879 18,967 V Wealth Management,LLC sold12,760 0
Wealthcare Advisory Partners LLC 20%7,733 45,878 Ullmann Financial Group, Inc. 23%12,362 41,005
CALTON & ASSOCIATES, INC. 3%7,649 245,298 JAMES INVESTMENT RESEARCH INC 60%12,297 8,058
Goldstein Munger & Associates 11%7,338 72,588 Accredited Investors Inc. 41%12,248 17,817
Gladstone Institutional Advisory LLC bought7,303 7,303 LYRICAL ASSET MANAGEMENT LP sold12,068 0
SONATA CAPITAL GROUP INC 15%7,050 52,589 Astoria Strategic Wealth, Inc. 26%12,034 34,801
Aspen Investment Management Inc bought6,872 6,872 Integrated Investment Consultants, LLC 7%11,404 153,211
Paragon Capital Management Ltd 237%6,585 9,365 Strategic Wealth Partners Group LLC 5%11,297 234,336
Larson Financial Group LLC 99%6,581 13,229 AdvisorNet Financial, Inc 13%10,799 75,395
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 53%6,580 19,030 People's United Financial, Inc. 8%10,735 121,022
Oakworth Capital, Inc. 1%6,509 497,186 SEIZERT CAPITAL PARTNERS, LLC sold10,582 0
Personal Resources Investment & Strategic Management, Inc. 8%6,390 82,876 LORD ABBETT & CO LLC sold10,396 0
PRW Wealth Management LLC 49%5,691 17,254 Connecticut Wealth Management, LLC sold10,362 0
River Road Asset Management, LLC bought5,605 5,605 GLENMEDE TRUST CO NA 17%9,958 47,852
Glenview Trust Co 60%5,581 14,949 Beacon Pointe Advisors, LLC 16%9,919 52,123
Banco Santander, S.A. bought5,395 5,395 Arden Trust Co 28%9,904 25,156
TELEMUS CAPITAL, LLC 5%5,287 119,250 Southern Wealth Management, LLP 60%9,884 6,718
Global Strategic Investment Solutions, LLC bought5,143 5,143 Paulson Wealth Management Inc. 6%9,847 148,846
Blue Creek Investment Partners, LLC 8%5,130 67,168 CLS INVESTMENT FIRM, LLC 4%9,479 241,674
RAYMOND JAMES TRUST CO 6%5,099 88,958 WAYNE HUMMER ASSET MANAGEMENT CO 14%9,255 56,977
FORT PITT CAPITAL GROUP, LLC bought4,958 4,958 Next Capital Management LLC 53%9,185 8,048
Adviser Investments LLC bought4,890 4,890 VAN ECK ASSOCIATES CORP 35%8,915 16,652
BARCLAYS PLC 480%4,797 5,797 Dougherty Wealth Advisers LLC sold8,915 0
Financial Advocates Investment Management 160%4,790 7,787 SPINNAKER TRUST 78%8,420 2,333
Dynamic Advisors Solutions LLC bought4,741 4,741 RETIREMENT INCOME SOLUTIONS, INC 16%8,327 42,872
Opes Wealth Management LLC 19%4,725 30,123 Symphony Financial, Ltd. Co. sold8,286 0
Independent Family Office, LLC 7%4,681 70,440 Independence Advisors, LLC 6%8,245 125,191
USCA RIA LLC 116,775%4,671 4,675 ASPIRIANT, LLC 14%8,233 48,729
NORTHSTAR WEALTH PARTNERS LLC bought4,661 4,661 Berman Capital Advisors, LLC 98%8,113 154
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13%4,577 38,528 Winthrop Advisory Group LLC 38%7,678 12,310
WOODMONT INVESTMENT COUNSEL LLC bought4,508 4,508 Argent Wealth Management LLC 13%7,542 48,642
PRUDENTIAL FINANCIAL INC 68%4,500 11,100 CAMG Solamere Management, LLC 41%7,491 10,722
Arkadios Wealth Advisors 176%4,421 6,928 Ascent Wealth Partners, LLC 30%7,352 17,194
ARONSON & JOHNSON & ORTIZ, LP bought4,380 4,380 Autus Asset Management, LLC 99%7,319 48
Cornerstone Wealth Management, LLC bought4,212 4,212 PARAMETRIC PORTFOLIO ASSOCIATES 39%7,249 11,272
Fairhaven Wealth Management, LLC bought4,165 4,165 WHITTIER TRUST CO OF NEVADA INC 13%6,926 45,735
BEACON FINANCIAL GROUP 24%4,147 21,702 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold6,865 0
Ellenbecker Investment Group 5%4,133 91,209 Neuberger Berman Group LLC 27%6,582 17,482
BUCKHEAD CAPITAL MANAGEMENT LLC bought4,000 4,000 HANCOCK HOLDING CO 46%6,569 7,680
CHEMUNG CANAL TRUST CO 25%3,984 19,620 Brand Asset Management Group, Inc. 16%6,527 35,314
Charles Schwab Trust Co bought3,941 3,941 Relyea Zuckerberg Hanson LLC 29%6,524 15,949
Pinnacle Wealth Management Advisory Group, LLC bought3,872 3,872 FAMILY CAPITAL TRUST CO., NA 23%6,390 21,518
Smith & Howard Wealth Management, LLC 18%3,785 24,382 NWAM LLC 8%6,376 69,266
FORTE CAPITAL LLC /ADV bought3,774 3,774 Private Capital Group, LLC 15%6,276 35,273
STOCK YARDS BANK & TRUST CO 174%3,758 5,915 McKinley Carter Wealth Services, Inc. 54%6,086 5,217
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought3,756 3,756 GUGGENHEIM CAPITAL LLC 20%5,953 23,424
Cedar Mountain Advisors, LLC 1%3,756 349,440 WADE G W & INC 6%5,846 96,395
Aft, Forsyth & Company, Inc. bought3,753 3,753 WHITTIER TRUST CO 13%5,736 36,973
Baystate Wealth Management LLC 25%3,621 18,309 PINNACLE FINANCIAL PARTNERS INC 4%5,706 151,810
Rockbridge Investment Management, LCC bought3,614 3,614 Miracle Mile Advisors, LLC 48%5,700 6,211
Procyon Private Wealth Partners, LLC bought3,555 3,555 FIRST MIDWEST BANK TRUST DIVISION 68%5,681 2,624
Ballew Advisors, Inc bought3,496 3,496 DEUTSCHE BANK AG 38%5,598 9,197
Live Oak Private Wealth LLC bought3,461 3,461 MISSION WEALTH MANAGEMENT, LLC 27%5,596 15,190
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought3,200 3,200 MONETARY MANAGEMENT GROUP INC 25%5,562 16,669
Disciplined Investments, LLC 5%3,198 69,289 JOHNSON INVESTMENT COUNSEL INC 8%5,505 61,755
Community Bank, N.A. 10%3,083 35,322 HAVERFORD TRUST CO 48%5,334 5,743
FIRST MERCANTILE TRUST CO 93%3,070 6,380 CONFLUENCE INVESTMENT MANAGEMENT LLC sold5,259 0
Kovitz Investment Group Partners, LLC bought3,065 3,065 Ancora Advisors, LLC 31%5,200 11,760
ENTERPRISE FINANCIAL SERVICES CORP bought2,877 2,877 Change Path, LLC sold5,096 0
EVERGREEN CAPITAL MANAGEMENT LLC bought2,838 2,838 Capital Directions Investment Advisors, LLC 12%5,061 38,308
Waterloo Capital, L.P. bought2,830 2,830 1ST SOURCE BANK 1%5,006 529,888
Advisory Resource Group 27%2,820 13,162 Brown Advisory Securities, LLC 35%4,975 9,362
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought2,806 2,806 Veracity Capital LLC 59%4,892 3,332
ZACKS INVESTMENT MANAGEMENT bought2,757 2,757 Comprehensive Financial Management LLC 2%4,826 214,598
Alliance Wealth Management Group bought2,751 2,751 CAROLINAS WEALTH CONSULTING LLC 5%4,819 87,808
Sunbelt Securities, Inc. bought2,716 2,716 Covenant Partners, LLC 5%4,795 93,240
AMERITAS INVESTMENT CORP 25%2,695 13,637 Global Trust Asset Management, LLC 66%4,780 2,450
INVESTMENT PARTNERS LTD /OH/ /ADV 4%2,635 74,803 Camden Capital, LLC 13%4,535 29,180
Elm Partners Management LLC bought2,533 2,533 ROTHSCHILD INVESTMENT CORP /IL 11%4,098 31,913
OXFORD FINANCIAL GROUP LTD 5%2,500 52,731 FIRST COMMONWEALTH FINANCIAL CORP /PA/ sold3,920 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought2,458 2,458 Texas Capital Bank Wealth Management Services Inc 34%3,743 7,396
Regal Wealth Group, Inc. 2%2,431 127,564 MV Capital Management, Inc. 3%3,701 105,026
MITCHELL CAPITAL MANAGEMENT CO 33%2,421 9,676 Winfield Associates, Inc. sold3,680 0
BERRY GROUP, LLC 7%2,413 36,599 UNIONBANCAL CORP 9%3,632 36,475
SALEM INVESTMENT COUNSELORS INC bought2,402 2,402 Strategic Wealth Advisors Group,Inc. 3%3,612 105,668
GOLDMAN SACHS GROUP INC bought2,397 2,397 Cypress Wealth Services, LLC 34%3,607 7,097
PINNACLE ASSOCIATES LTD 52%2,384 6,965 AE Wealth Management LLC 17%3,601 17,317
Financial Insights, Inc. 27%2,375 11,096 Meristem, LLP 41%3,525 5,142
S.E.E.D. Planning Group LLC bought2,332 2,332 FEDERATED INVESTORS INC /PA/ sold3,519 0
RNC CAPITAL MANAGEMENT LLC bought2,300 2,300 St. Louis Trust Co 16%3,511 18,507
MONTAG A & ASSOCIATES INC 11%2,289 22,778 NEXT Financial Group, Inc 46%3,499 4,173
Hilltop Holdings Inc. bought2,190 2,190 Keebeck Alpha, LP sold3,470 0
FINANCIAL COUNSELORS INC 2%2,181 114,836 CAHABA WEALTH MANAGEMENT, INC. 9%3,445 35,221
Bragg Financial Advisors, Inc bought2,152 2,152 IHT Wealth Management, LLC 10%3,410 30,779
Eldridge Investment Advisors, Inc. bought2,123 2,123 PEAPACK GLADSTONE FINANCIAL CORP 20%3,378 13,667
JT Stratford LLC bought2,111 2,111 ERn Financial, LLC sold3,299 0
LITTLE HOUSE CAPITAL LLC bought2,063 2,063 Milestone Group, Inc. 42%3,298 4,548
Integrated Wealth Concepts LLC 36%2,036 7,706 Summit Trail Advisors, LLC 47%3,286 3,678
PILLAR PACIFIC CAPITAL MANAGEMENT LLC bought2,012 2,012 Tranquility Partners, LLC 29%3,252 8,004
ROCKLAND TRUST CO bought2,000 2,000 LOGAN CAPITAL MANAGEMENT INC 29%3,067 7,448
TWO SIGMA SECURITIES, LLC bought2,000 2,000 HARBOR INVESTMENT ADVISORY, LLC 14%3,053 19,041
McIlrath & Eck, LLC bought1,998 1,998 Insight Wealth Strategies, LLC sold3,052 0
Orgel Wealth Management, LLC bought1,981 1,981 HUNTINGTON NATIONAL BANK 26%2,931 8,216
PETTYJOHN CO bought1,975 1,975 KCM INVESTMENT ADVISORS LLC 38%2,895 4,725
Wells Trecaso Financial Group, LLC bought1,972 1,972 LVW Advisors, LLC sold2,892 0
BOENNING & SCATTERGOOD, INC. bought1,963 1,963 Private Ocean, LLC 10%2,881 25,572
Moors & Cabot, Inc. bought1,957 1,957 CAPE COD FIVE CENTS SAVINGS BANK sold2,877 0
Arbor Investment Advisors, LLC 6%1,950 35,831 Evercore Wealth Management, LLC 16%2,836 14,994
ARBOR TRUST WEALTH ADVISORS, LLC bought1,950 1,950 Weaver Consulting Group 83%2,800 557
STIFEL FINANCIAL CORP bought1,947 1,947 CHICAGO EQUITY PARTNERS LLC 20%2,800 11,000
Raymond James Financial Services Advisors, Inc. 0%1,934 725,276 Abacus Planning Group, Inc. sold2,744 0
Integer Wealth Advisors Group LLC 4%1,923 47,940 Bridgeworth, LLC sold2,716 0
Robeco Investment Management, Inc. bought1,905 1,905 FIRST NATIONAL TRUST CO 35%2,700 4,921
Claraphi Advisory Network, LLC bought1,870 1,870 SlateStone Wealth, LLC 8%2,691 32,456
SJA Financial Advisory, LLC 6%1,853 35,416 Jordan Park Group LLC sold2,656 0
MANAGED ACCOUNT SERVICES INC 8%1,853 25,245 One Capital Management, LLC 12%2,646 19,741
BRIDGES INVESTMENT MANAGEMENT INC 0%1,838 370,483 Timber Hill LLC sold2,600 0
MISSION CREEK CAPITAL PARTNERS, INC bought1,834 1,834 Resonant Capital Advisors, LLC 42%2,538 3,444
Regal Investment Advisors, LLC bought1,830 1,830 PUTNAM INVESTMENTS LLC 11%2,510 21,232
WoodTrust Financial Corp 88%1,826 3,895 Van Hulzen Asset Management, LLC 48%2,503 2,734
Canal Capital Management, LLC bought1,824 1,824 MA Private Wealth sold2,498 0
Steel Peak Wealth Management LLC bought1,823 1,823 MARSHALL FINANCIAL GROUP INC /ADV 12%2,395 16,800
Carnegie Capital Asset Management, LLC bought1,819 1,819 Van Leeuwen & Company, LLC sold2,370 0
Principle Wealth Partners LLC bought1,818 1,818 IEQ CAPITAL, LLC 19%2,369 10,299
Beaumont Financial Partners, LLC bought1,805 1,805 EVOKE WEALTH, LLC 72%2,360 909
PDS Planning, Inc bought1,802 1,802 Cetera Investment Advisers 3%2,318 85,618
Fernwood Investment Management, LLC bought1,798 1,798 BERKSHIRE ASSET MANAGEMENT INC/PA 9%2,303 22,282
BRAUN STACEY ASSOCIATES INC bought1,785 1,785 Vigilant Capital Management, LLC sold2,260 0
Independent Advisor Alliance bought1,761 1,761 PUTNAM FL INVESTMENT MANAGEMENT CO sold2,255 0
KANAWHA CAPITAL MANAGEMENT LLC 26%1,760 8,630 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors sold2,170 0
CPCM, LLC 9%1,737 20,276 NovaPoint Capital, LLC sold2,164 0
RED CEDAR INVESTMENT MANAGEMENT, LLC 15%1,734 13,480 Fisher Asset Management, LLC(Kenneth L. Fisher) 52%2,157 1,974
Strategic Wealth Management Group, LLC 12%1,727 16,348 CARY STREET PARTNER INVESTMENT ADVISORY LLC 35%2,150 4,052
Sandy Spring Bank 22%1,686 9,442 Clarity Wealth Advisors, LLC sold2,135 0
WFA of San Diego, LLC bought1,594 1,594 Confluence Wealth Management LLC 10%2,125 18,534
Golden State Wealth Management, LLC bought1,516 1,516 Vigilare Wealth Management sold2,062 0
Kore Private Wealth LLC bought1,449 1,449 Mount Yale Investment Advisors, LLC sold2,023 0
UMB BANK N A/MO 3%1,416 52,701 BANK HAPOALIM BM sold2,023 0
Belpointe Asset Management LLC bought1,400 1,400 Traverso Chambers Private Wealth Management, LLC 6%2,016 29,656
FIDUCIARY TRUST CO 16%1,359 9,993 KCS Wealth Advisory sold2,013 0
INSIGHT 2811, INC. 3%1,313 49,770 STEPHENS GROUP ASSET MANAGEMENT, LLC 1%2,005 398,278
Quadrant Private Wealth Management, LLC 16%1,310 9,397 American Institute for Advanced Investment Management, LLP 8%1,945 21,578
Taylor, Cottrill, Erickson & Associates, Inc. 5%1,302 25,325 TOWNSQUARE CAPITAL LLC sold1,904 0
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2%1,247 82,394 EASTERN BANK sold1,876 0
Pinnacle Wealth Planning Services, Inc. 4%1,228 34,192 WRAPMANAGER INC 16%1,779 9,008
Atlas Private Wealth Management bought1,180 1,180 Steward Partners Investment Advisory, LLC 1%1,775 258,586
RMR Wealth Builders bought1,139 1,139 BDO Wealth Advisors, LLC 71%1,762 720
Taylor Hoffman Wealth Management bought1,125 1,125 National Asset Management, Inc. 25%1,758 5,162
Cranbrook Wealth Management, LLC bought1,114 1,114 CWM, LLC 10%1,742 15,162
ARGI Investment Services, LLC 27%1,114 5,214 Lido Advisors, LLC 13%1,730 11,149
LBJ Family Wealth Advisors, Ltd. 1%1,109 196,665 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10%1,720 15,162
Chicago Partners Investment Group LLC 2%1,104 50,169 FCG ADVISORS, LLC 6%1,684 28,789
S.A. Mason LLC 621%1,100 1,277 JMG Financial Group, Ltd. 6%1,644 24,963
AMG National Trust Bank bought1,089 1,089 Harwood Advisory Group, LLC sold1,640 0
ANDERSON FISHER LLC 660%1,069 1,231 Minot Wealth Management LLC 26%1,617 4,550
INTEGRATED CAPITAL MANAGEMENT, INC. 1%1,055 74,609 Summit Investment Advisors, Inc. 56%1,614 1,247
Sageworth Trust Co bought1,048 1,048 AdvicePeriod, LLC 5%1,587 30,522
PROFFITT & GOODSON INC bought1,033 1,033 Krasney Financial LLC 4%1,570 42,089
Campbell Wealth Management bought1,022 1,022 SHINE INVESTMENT ADVISORY SERVICES INC 22%1,552 5,424
Farmers & Merchants Trust Co of Long Beach 28%1,000 4,511 Merriman Wealth Management, LLC 32%1,541 3,276
Moisand Fitzgerald Tamayo, LLC bought943 943 Capital Investment Advisors, LLC 19%1,540 6,504
Stelac Advisory Services LLC bought888 888 Certified Advisory Corp 10%1,521 14,472
Dorsey & Whitney Trust CO LLC 5%887 17,400 Personal Capital Advisors Corp 25%1,507 4,408
BTIM Corp. 16%875 6,262 Resources Investment Advisors, Inc. 13%1,505 9,961
BROWN ADVISORY HOLDINGS INC bought867 867 Valmark Advisers, Inc. 16%1,459 7,602
IFP Advisors, Inc 29%853 3,804 Frontier Wealth Management LLC 21%1,458 5,570
SAGE FINANCIAL GROUP INC 3%827 25,461 Royal Fund Management, LLC sold1,434 0
Gemmer Asset Management LLC bought806 806 WEDBUSH MORGAN SECURITIES INC 13%1,406 9,717
Patriot Financial Group Insurance Agency, LLC 20%780 4,654 Nicholas Hoffman & Company, LLC. 16%1,354 7,213
Stillwater Capital Advisors, LLC 5%780 15,641 Archer Investment Corp sold1,335 0
Patriot Investment Management Inc. bought773 773 Rinet Co LLC 12%1,308 9,661
Prime Capital Investment Advisors, LLC 44%727 2,374 BINGHAM OSBORN & SCARBOROUGH LLC 2%1,226 48,442
Lindbrook Capital, LLC 58%714 1,940 Prestige Wealth Management Group LLC 43%1,207 1,593
WSFS CAPITAL MANAGEMENT, LLC 13%709 6,260 Alexandria Capital, LLC 11%1,204 9,308
QUEST CAPITAL MANAGEMENT INC /ADV 3%677 26,597 SCBT FINANCIAL CORP 13%1,192 8,102
CAPROCK Group, Inc. 10%667 7,057 FIRST FINANCIAL CORP /IN/ 23%1,174 3,871
Garde Capital, Inc. 7%646 10,561 Parallel Advisors, LLC 2%1,165 51,988
ETRADE Capital Management LLC 300%612 816 Altium Wealth Management LLC 21%1,158 4,450
Johanson Financial Advisors, Inc. 10%589 6,513 Emerald Investment Partners, LLC 47%1,144 1,269
Nadler Financial Group, Inc. 0%566 243,187 BRIGHTON JONES LLC 7%1,088 14,557
REGENTATLANTIC CAPITAL LLC 19%523 3,338 CITIZENS FINANCIAL GROUP INC/RI 36%1,083 1,929
Coastline Trust CO 3%510 16,739 Financeware, Inc. sold1,076 0
MPS Loria Financial Planners, LLC bought477 477 VERUS CAPITAL PARTNERS, LLC 50%1,049 1,064
Cooper Financial Group 3%465 14,008 Nachman Norwood & Parrott, Inc 3%1,030 33,771
Endurance Wealth Management, Inc. bought455 455 Brookstone Capital Management 23%1,030 3,502
Apollon Wealth Management, LLC bought453 453 Harbour Capital Advisors, LLC 3%1,025 34,140
JSF Financial, LLC 14%451 3,601 Berkshire Money Management, Inc. sold1,010 0
SOL Capital Management CO 1%445 37,710 Hanson McClain, Inc. 37%1,005 1,676
Towerpoint Wealth, LLC 1%416 41,900 Ballast, Inc. 2%1,005 48,676
Westside Investment Management, Inc. bought409 409 Good Life Advisors, LLC 29%965 2,336
Intersect Capital LLC 7%408 5,883 MASSMUTUAL TRUST CO FSB/ADV 19%942 4,127
Peachtree Investment Partners, LLC bought399 399 Advisory Alpha, LLC sold940 0
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought397 397 Opus Capital Group, LLC 11%940 7,963
MONETA GROUP INVESTMENT ADVISORS INC 2%394 26,105 CAMBRIDGE TRUST CO 31%939 2,095
Guidance Point Advisors, LLC 11%388 4,048 Stratos Wealth Advisors, LLC sold924 0
Streettalk Advisors, LLC 12%378 3,410 Busey Trust CO 5%918 18,310
Towercrest Capital Management 13%364 3,115 tru Independence LLC sold913 0
Carroll Financial Associates, Inc. 3%354 12,966 Ballentine, Finn & Company, Inc. 7%905 12,998
Lakeview Capital Partners, LLC 6%328 5,385 Anfield Capital Management, LLC 6%894 14,374
Norway Savings Bank bought310 310 Triangle Securities Wealth Management 27%876 2,414
CNB Bank bought305 305 TIAA, FSB 16%854 4,618
THOMPSON SIEGEL & WALMSLEY LLC 5%305 6,145 Meridian Wealth Advisors, LLC 25%843 2,537
SMITH CAPITAL MANAGEMENT INC /AR/ADV 3%305 11,061 HIGHLAND CAPITAL MANAGEMENT CORP 2%830 43,182
SCHRODER INVESTMENT MANAGEMENT GROUP bought304 304 MAI Wealth Advisors 1%822 151,977
Hudock Moyer Wealth Resources, LLC 100%302 604 FIRST UNITED BANK TRUST/ 9%812 8,434
Northstar Group, Inc. 6%302 5,588 TRUEWEALTH LLC 2%809 48,876
Carnick & Kubik Group, LLC 10%300 3,376 Western Wealth Management, LLC 7%806 10,724
Mosaic Family Wealth, LLC 1%298 21,137 Sigma Planning Corp 12%788 5,821
Crescent Grove Advisors, LLC 2%292 13,517 NORRIS PERNE & FRENCH LLP/MI 25%777 2,322
GHP Investment Advisors, Inc. 0%291 94,459 HBK Sorce Advisory LLC 1%765 66,010
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5%288 6,558 Independence Wealth Advisors, Inc. 2%751 37,860
Drexel Morgan & Co. 1%283 38,999 ATTICUS WEALTH MANAGEMENT, LLC 94%741 44
Pure Financial Advisors, Inc. 7%281 4,216 SILVERCREST ASSET MANAGEMENT GROUP LLC 1%735 99,985
Asset Management Group, Inc. 1%278 27,047 NICOLET ADVISORY SERVICES, LLC 14%729 4,615
Georgetown University 1%254 42,806 Column Capital Advisors, LLC 59%726 507
Cedar Brook Financial Partners, LLC 6%250 4,217 One Wealth Advisors, LLC 22%720 2,549
LANDAAS & CO /WI /ADV 0%242 255,971 First Command Bank sold711 0
PRIVATE TRUST CO NA 2%241 10,118 First Command Financial Services, Inc. sold711 0
Jackson, Grant Investment Advisers, Inc. 21%232 1,362 JACKSON SQUARE CAPITAL, LLC sold707 0
BROWN BROTHERS HARRIMAN & CO bought230 230 Modera Wealth Management, LLC 6%703 10,130
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 0%211 124,904 ASSET MANAGEMENT CORP /IL/ /ADV 27%700 1,905
Titus Wealth Management 5%206 4,064 Calamos Wealth Management LLC 19%686 2,956
Keebeck Wealth Management, LLC 9%203 2,517 Center for Financial Planning, Inc. 79%660 176
Financial Strategy Network, LLC 1%199 31,050 TOBIAS FINANCIAL ADVISORS, INC. 2%649 40,304
Filbrandt Wealth Management, LLC 1,485%193 206 Providence Capital Advisors, LLC 40%625 935
Perigon Wealth Management, LLC 2%188 11,566 OSBORNE PARTNERS CAPITAL MANAGEMENT 3%606 16,852
STATE STREET CORP 3%184 6,198 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 17%603 2,942
CREATIVE FINANCIAL DESIGNS INC /ADV 76%173 402 GOFEN & GLOSSBERG LLC /IL/ 9%600 5,885
Syntal Capital Partners, LLC 5%171 3,497 BRADLEY FOSTER & SARGENT INC/CT 19%597 2,568
Lloyd Advisory Services, LLC. bought169 169 BT Wealth Management LLC 5%591 12,220
PagnatoKarp Partners LLC 3%161 5,379 TSFG, LLC 18%588 2,689
MARINO, STRAM & ASSOCIATES LLC 5%160 3,106 Global Retirement Partners, LLC 4%581 14,604
Arete Wealth Advisors, LLC 3%155 5,569 Holistic Financial Partners 2%581 25,467
STEPHENSON NATIONAL BANK & TRUST 2%155 7,073 FOSTER DYKEMA CABOT & CO INC/MA 4%579 15,887
Lenox Wealth Advisors, Inc. 1%153 15,767 Tortoise Investment Management, LLC 6%575 9,046
MIDDLETON & CO INC/MA 3%150 4,484 Patten Group, Inc. 15%575 3,229
Diversified Portfolios, Inc. 1%148 29,183 Paradigm Financial Advisors, LLC 21%575 2,139
Chesapeake Wealth Management 2%145 6,029 WASHINGTON TRUST CO 28%572 1,495
Paracle Advisors, LLC 2%145 6,328 OPPENHEIMER & CO INC 3%567 15,816
Annex Advisory Services, LLC 2%139 7,972 Cribstone Capital Management, LLC sold540 0
FRONT BARNETT ASSOCIATES LLC 2%138 6,458 Goelzer Investment Management, Inc. 0%537 125,811
Kingsview Wealth Management, LLC 2%138 8,924 LWS Wealth Advisors, Inc. 15%531 3,019
Capital Asset Advisory Services LLC 3%134 5,125 YorkBridge Wealth Partners, LLC 12%526 3,821
Litman Gregory Asset Management LLC 34%125 492 XML Financial, LLC 1%524 43,853
BIDWELL C M & ASSOCIATES LTD/ bought124 124 GIRARD PARTNERS LTD. 21%517 1,985
Pathway Financial Advisors LLC 1%123 18,722 WAYNE HUMMER INVESTMENTS L.L.C. 22%505 1,821
ABSOLUTE INVESTMENT MANAGEMENT LLC 32%113 471 PrairieView Partners, LLC 11%505 4,026
Starfire Investment Advisers, Inc. 0%112 23,151 Valeo Financial Advisors, LLC 1%504 50,364
Evanson Asset Management, LLC 1%111 16,347 Aptus Capital Advisors, LLC 26%499 1,397
Jacobi Capital Management LLC 58%111 304 Empirical Financial Services, LLC 15%498 2,770
Harborview Advisors, LLC 2%109 6,380 Vista Wealth Management Group, LLC 5%490 9,971
RMB Capital Management, LLC 2%107 5,813 TBH Global Asset Management, LLC 13%489 3,359
Front Row Advisors LLC 3%100 4,051 Horan Securities, Inc. 4%486 13,013
Secure Asset Management, LLC 3%100 3,448 Sowell Financial Services LLC 7%486 6,317
Capital Investment Counsel, Inc bought100 100 Affinity Capital Advisors, LLC 1%484 32,473
Ellis Investment Partners, LLC 5%96 2,157 Laurel Wealth Advisors, Inc. 4%477 11,985
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2%68 3,687 Wealth Quarterback LLC sold476 0
Davis Capital Management bought65 65 Avestar Capital, LLC 2%475 21,100
Truvestments Capital LLC bought63 63 Salomon & Ludwin, LLC sold474 0
Financial Advisory Service, Inc. 1%63 10,309 Sharkey, Howes & Javer 4%472 12,025
LEE DANNER & BASS INC 1%63 9,155 Integrated Advisors Network LLC 18%463 2,046
ASSOCIATED BANC-CORP 0%60 16,284 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7%456 5,659
WEST BANCORPORATION INC 0%60 53,734 LLBH Private Wealth Management, LLC 6%453 7,134
NAPLES GLOBAL ADVISORS, LLC 2%60 3,071 Sound View Wealth Advisors Group, LLC 6%450 7,112
Demars Financial Group, LLC bought60 60 Cordasco Financial Network sold446 0
Hochman Cole Investment Advisors, Inc. 1%56 4,686 Squar Milner Financial Services LLC sold441 0
ARROW FINANCIAL CORP bought55 55 HOWE & RUSLING INC sold426 0
CX Institutional bought53 53 Colorado Capital Management, Inc. 2%418 16,629
FLAGSHIP HARBOR ADVISORS, LLC 3%52 1,616 King Wealth Management Group, LLC 17%410 2,014
Gradient Investments LLC 63%50 130 New England Private Wealth Advisors LLC 3%388 13,684
MYCIO WEALTH PARTNERS, LLC 1%50 5,047 BBR PARTNERS, LLC 4%380 10,408
Blue Zone Wealth Advisors, LLC 1%48 3,876 Oakmont Partners LLC 3%350 10,338
Hoover Financial Advisors, Inc. 1%45 5,118 Private Wealth Partners, LLC 14%345 2,171
Pensionmark Financial Group, LLC 1%43 4,784 BENJAMIN F. EDWARDS & COMPANY, INC. 34%335 644
MONECO Advisors, LLC 1%41 3,023 3D ASSET MANAGEMENT INC 11%318 2,499
Independence Bank of Kentucky 4%40 1,162 Eudaimonia Partners, LLC 22%311 1,092
Burt Wealth Advisors 10%39 418 Gratus Capital LLC 8%302 3,569
FC Advisory LLC 0%34 47,739 JFS WEALTH ADVISORS, LLC 3%299 8,696
Capital Analysts, Inc. 0%32 15,777 LIBERTY WEALTH MANAGEMENT LLC 17%299 1,496
Kingfisher Capital LLC 1%30 2,126 Asset Dedication, LLC 4%297 6,806
CRA Financial Services, LLC 1%30 2,667 TRUE Private Wealth Advisors 0%292 69,274
Capital Advisors, Ltd. LLC 0%28 113,869 WEBSTER BANK, N. A. 5%291 5,986
CARRET ASSET MANAGEMENT 0%26 8,763 Chevy Chase Trust Holdings, Inc. 9%282 3,020
Wealth Architects, LLC 1%24 2,904 YCMNET ADVISORS INC 13%281 1,901
Atlas Private Wealth Advisors bought23 23 TRUSTCORE FINANCIAL SERVICES, LLC 6%277 4,335
LifePlan Financial Group, Inc 0%20 36,635 NTV ASSET MANAGEMENT LLC 8%273 2,946
Asset Planning Services, Ltd. 1%19 3,114 Jolley Asset Management, LLC 6%268 4,291
PALLADIUM PARTNERS LLC 1%19 2,726 Fragasso Group Inc. 3%265 7,829
Kuehl Shepherd Kozlowski & Associates,Inc. 1%17 2,789 Sullivan, Bruyette, Speros & Blaney, Inc. 1%257 23,260
Ellevest, Inc. 1%17 2,575 TCF National Bank 7%254 3,149
APPLETON GROUP WEALTH MANAGEMENT LLC 0%17 5,857 Blue Chip Wealth Management, Inc. 6%251 4,106
Mirador Capital Partners LP 1%16 3,005 SIGMA INVESTMENT COUNSELORS INC 3%251 7,634
FMR LLC bought16 16 Bogart Wealth, LLC 6%246 4,122
FIERA SCEPTRE INC. 0%13 48,068 SAND HILL ADVISORS INC/CA 7%237 2,935
SECURITY NATIONAL TRUST CO bought13 13 Financial Architects, Inc 3%227 6,682
Transamerica Financial Advisors, Inc. bought11 11 HM Capital Management, LLC 1%225 21,442
Moloney Securities Asset Management, LLC 0%8 3,082 CENTAURUS FINANCIAL, INC. 14%210 1,253
American Financial Advisors, LLC 0%8 10,214 Kistler-Tiffany Companies, LLC 3%210 6,509
Evensky & Katz, Inc. 1%6 487 Spotlight Asset Group, Inc. 7%207 2,850
Cornerstone Wealth Group, LLC 0%4 2,025 DAVIS R M INC 5%207 3,650
BHK Investment Advisors, LLC 0%2 9,738 Shone Asset Management LLC 1%206 18,903
VALLEY NATIONAL ADVISERS INC 0%1 586 Fusion Family Wealth LLC 36%204 370
GenTrust, LLC 0%1 12,034 REILLY FINANCIAL ADVISORS, LLC 16%201 1,019
AlphaMark Advisors, LLC 0%1 461 Coastal Capital Group, Inc. 37%197 336
HCR Wealth Advisors 0%1 3,105 Plante Moran Financial Advisors Ltd Partnership 4%195 5,157
Cornerstone Advisors, Inc. 2%1 59 REGIONS FINANCIAL CORP 0%193 158,655
Roble, Belko & Company, Inc 5%192 3,598
Biltmore Family Office, LLC sold189 0
TNB Financial 2%185 8,483
VISTA CAPITAL PARTNERS, INC. 4%178 4,888
Hartland & Co., LLC 2%177 7,116
Choate Investment Advisors 3%170 5,770
Bartlett & Co. LLC 13%168 1,149
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0%167 43,975
SVB Wealth Advisory, Inc. 3%161 5,598
Engrave Wealth Partners LLC 2%159 7,252
PROEQUITIES, INC. 3%156 5,418
Covington Capital Management 6%147 2,166
FIRST AMERICAN TRUST CO 7%146 1,890
Joel Isaacson & Co., LLC 5%143 2,704
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77%142 43
Bremer Bank National Association 5%137 2,643
Willingdon Wealth Management 34%135 261
Atlas Brown,Inc. 1%133 16,412
NICOLET BANKSHARES INC 1%126 17,324
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4%124 2,915
WESBANCO BANK INC 3%122 4,587
Lake Point Wealth Management sold121 0
Investors Financial Group, LLC 2%120 7,584
Forefront Analytics, LLC sold117 0
TORONTO DOMINION BANK sold117 0
Ridgewood Investments LLC 3%116 3,713
Stonebridge Capital Advisors LLC 23%110 359
GenWealth Group, Inc. 1%106 16,382
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3%100 2,800
Sound Income Strategies, LLC 93%100 8
FineMark National Bank & Trust 3%100 2,911
TCI Wealth Advisors, Inc. 1%90 10,651
OLD NATIONAL BANCORP /IN/ 3%78 2,459
JNBA Financial Advisors 12%71 545
Glassman Wealth Services 2%69 3,492
ST GERMAIN D J CO INC 2%60 2,988
Verdence Capital Advisors LLC 3%57 2,072
Parsec Financial Management, Inc. 3%55 1,996
BKD Wealth Advisors, LLC 0%55 12,851
Perkins Coie Trust Co 29%52 125
KING LUTHER CAPITAL MANAGEMENT CORP 2%50 2,275
HPM Partners LLC 0%49 16,288
ROPES WEALTH ADVISORS LLC 1%49 4,851
MBE Wealth Management, LLC sold44 0
TOTH FINANCIAL ADVISORY CORP 67%41 20
Burns Wealth Management, Inc. 1%39 3,246
Aprio Wealth Management, LLC 0%36 17,272
Pointe Capital Management LLC 1%35 3,721
MCF Advisors LLC 1%33 2,407
USAdvisors Wealth Management, LLC 1%32 2,497
Goss Wealth Management LLC 0%31 6,332
American Investment Services, Inc. 1%30 2,530
IFG Advisory, LLC 1%27 2,597
Butler Wick Trust CO 1%20 2,490
Element Wealth, LLC sold19 0
Savant Capital Management Inc 0%19 13,640
Sonora Investment Management, LLC 2%17 1,058
Pinnacle Bank 0%16 3,678
Focused Wealth Management, Inc sold10 0
NORTHERN OAK CAPITAL MANAGEMENT INC 0%9 22,513
Global Financial Private Capital, LLC sold8 0
EPG Wealth Management LLC 0%4 19,499
Parisi Gray Wealth Management 0%4 3,889
CITY HOLDING CO 0%1 2,397
Coconut Grove Bank no change 10,600
Willow Creek Wealth Management Inc. no change 4,710
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC no change 13,314
Vivaldi Capital Management, LLC no change 9,813
THRIVENT FINANCIAL FOR LUTHERANS no change 8,151
BigSur Wealth Management LLC no change 9,900
Hardy Reed LLC no change 29,324
Allred Capital Management, LLC no change 5,250
Watson Rebecca no change 7,054
LOOMIS SAYLES & CO L P no change 46,793
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC no change 77,650
SMITHFIELD TRUST CO no change 5,800
S&CO INC no change 5,050
ZWJ INVESTMENT COUNSEL INC no change 4,281
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO no change 155,000
Baird Financial Group, Inc. no change 2,748
VAUGHAN AND COMPANY SECURITIES, INC. no change 895
COURIER CAPITAL CORP no change 5,271
BOYS ARNOLD & CO INC no change 3,816
Sunburst Financial Group, LLC no change 38,451
Pictet & Cie (Europe) SA no change 33,875
FIRST MERCHANTS CORP no change 18,942
Matthew Goff Investment Advisor, LLC no change 5,053
Aureus Asset Management, LLC no change 18,784
Franklin, Parlapiano, Turner & Welch, LLC no change 5,014
Icon Wealth Partners, LLC no change 15,707
MACKENZIE FINANCIAL CORP no change 20,329
Allen Investment Management LLC no change 20,648
Hillcrest Wealth Advisors - NY, LLC no change 32,107
COLDSTREAM CAPITAL MANAGEMENT INC no change 5,821
MANCHESTER FINANCIAL INC no change 3
Wellspring Financial Advisors, LLC no change 23,595
Acropolis Investment Management, LLC no change 22,130
DIMENSION CAPITAL MANAGEMENT PARTNERS no change 14,710
Lee Financial CORP no change 435
Northeast Financial Consultants Inc no change 7,725
Legacy Advisors, LLC no change 2,355
Avondale Wealth Management no change 2,271
Meridian Wealth Management, LLC no change 2,242
WealthBridge Capital Management, LLC no change 2,207
LEAVELL INVESTMENT MANAGEMENT, INC. no change 2,367
WELCH & FORBES LLC no change 4,460
QCI ASSET MANAGEMENT INC/NY no change 2,619
LOWE BROCKENBROUGH & CO INC no change 2,638
Corient Capital Partners, LLC no change 2,611
McNamara Financial Services, Inc. no change 2,545
Jentner Corp no change 2,539
DUBUQUE BANK & TRUST CO no change 2,166
Gibson Capital Management, Ltd. no change 2,146
CVA Family Office, LLC no change 4,651
STALEY CAPITAL ADVISERS INC no change 7,857
VICTORY CAPITAL MANAGEMENT INC no change 8,190
Armor Investment Advisors, LLC no change 1,433
First Personal Financial Services no change 1,432
Aspire Private Capital, LLC no change 1,660
Baker Ellis Asset Management LLC no change 1,663
TRADITION ASSET MANAGEMENT LLC no change 6,243
FIRST MANHATTAN CO no change 2,130
Financial Advisors, LLC no change 2,063
Rice Partnership, LLC no change 1,930
MOTCO no change 1,875
Summit X, LLC no change 2,701
Providence First Trust Co no change 7,400
WEATHERLY ASSET MANAGEMENT LP /ADV no change 3,809
AYRSHIRE ASSOCIATES INC no change 3,972
LAKE STREET ADVISORS GROUP, LLC no change 3,773
BOURGEON CAPITAL MANAGEMENT LLC no change 3,528
REDW Stanley Financial Advisors LLC no change 3,526
HALLMARK CAPITAL MANAGEMENT INC no change 4,000
CAPITAL INSIGHT PARTNERS, LLC no change 4,038
Regent Peak Wealth Advisors LLC no change 4,270
ENCORE BANK NA no change 4,318
Occidental Asset Management, LLC no change 4,263
WELLINGTON MANAGEMENT CO LLP no change 4,200
GRIMES & COMPANY, INC. no change 6,599
Archford Capital Strategies, LLC no change 3,522
INTRUST BANK NA no change 3,505
Ferris Capital, LLC no change 3,136
CAPITAL CITY TRUST CO/FL no change 3,155
Essex Financial Services, Inc. no change 3,052
Madison Asset Management, LLC no change 2,958
UBP Investment Advisors SA no change 2,945
D.B. Root & Company, LLC no change 3,176
Capital Investment Advisory Services, LLC no change 3,218
FARMERS & MERCHANTS INVESTMENTS INC no change 6,500
PITTENGER & ANDERSON INC no change 3,500
Lutz Financial Services LLC no change 3,497
Tarbox Group, Inc. no change 7,125
Key FInancial Inc no change 4,676
CFM WEALTH PARTNERS LLC no change 8,207
Efficient Wealth Management LLC no change 181
Ironwood Wealth Management, llc no change 190
First PREMIER Bank no change 169
HighMark Wealth Management LLC no change 162
DELTA ASSET MANAGEMENT LLC/TN no change 160
BALLAST ADVISORS LLC no change 196
Your Advocates Ltd., LLP no change 196
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC no change 235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 239
Trust Co no change 232
JJJ Advisors Inc. no change 207
BELLEVUE ASSET MANAGEMENT, LLC no change 200
HawsGoodwin Investment Management LLC no change 145
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 122
Sowa Financial Group, Inc. no change 51
Lehman & Derafelo Financial Resources LLC no change 69
Crewe Advisors LLC no change 37
Granite Investment Partners, LLC no change 29
Tradewinds Capital Management, LLC no change 24
Centerpoint Advisors, LLC no change 70
ADIRONDACK TRUST CO no change 76
RPG Investment Advisory, LLC no change 100
OGOREK ANTHONY JOSEPH /NY/ /ADV no change 90
Semmax Financial Advisors Inc. no change 89
MBM Wealth Consultants, LLC no change 84
Jackson Hole Capital Partners, LLC no change 247
M&R CAPITAL MANAGEMENT INC no change 260
PIN OAK INVESTMENT ADVISORS INC no change 689
Selective Wealth Management no change 700
Investment Research & Advisory Group, Inc. no change 681
Affiance Financial, LLC no change 638
BALDWIN BROTHERS INC/MA no change 500
Investors Research Corp no change 766
Ariel Capital Advisors, LLC no change 809
STRALEM & CO INC no change 1,081
Bedel Financial Consulting, Inc. no change 1,099
Sugarloaf Wealth Management, LLC no change 952
PACIFIC FINANCIAL GROUP INC no change 8,302
Firestone Capital Management no change 855
TRUST CO OF VERMONT no change 469
TD Capital Management LLC no change 454
CKW FINANCIAL GROUP no change 319
HORIZON BANCORP /IN/ no change 330
Joseph P. Lucia & Associates, LLC no change 278
KINGS POINT CAPITAL MANAGEMENT no change 273
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 265
Rocky Mountain Advisers, LLC no change 370
Stonebridge Financial Planning Group, LLC no change 391
HHM Wealth Advisors, LLC no change 442
Palisade Asset Management, LLC no change 4,393
TOMPKINS FINANCIAL CORP no change 428
Laurel Wealth Advisors LLC no change 416
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC no change 3
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