Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
ISHARE RUS 2000 VALU   (ticker: IWN)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 85
0 100 85
Current Holdings: 57,586,163
Previous Holdings: 40,653,927
Change: 41.65%
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)
MORGAN STANLEY bought7,844,148 7,844,148 JONES FINANCIAL COMPANIES LLLP 100%4,470,032 2,229
Starboard Value LP bought3,405,000 3,405,000 Alaska Permanent Fund Corp 57%1,353,016 1,036,493
BANK OF AMERICA CORP /DE/ bought3,042,609 3,042,609 Betterment LLC 42%864,606 1,191,952
SoftVest Advisors, LLC bought720,000 720,000 WELLS FARGO & CO/MN 28%636,280 1,638,332
NORTHERN TRUST CORP bought701,236 701,236 Oak Hill Investment Management, L.P. 54%462,614 391,238
JANE STREET GROUP, LLC 2,911%690,504 714,227 THRIVENT FINANCIAL FOR LUTHERANS sold264,572 0
ROYAL BANK OF CANADA bought519,445 519,445 PRINCIPAL FINANCIAL GROUP INC 93%236,416 18,408
MANUFACTURERES LIFE INSURANCE CO bought395,099 395,099 M&T BANK CORP 19%175,636 745,781
BB&T CORP bought364,436 364,436 BALASA DINVERNO & FOLTZ LLC sold172,123 0
SYNOVUS FINANCIAL CORP 56%303,142 843,531 MONETA GROUP INVESTMENT ADVISORS INC 65%157,924 86,487
Heritage Wealth Advisors bought281,343 281,343 JAMES INVESTMENT RESEARCH INC 99%140,527 1,783
CITIGROUP INC 358%244,107 312,209 Susquehanna International Group, LLP 37%114,290 195,378
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP bought242,520 242,520 Baystate Wealth Management LLC 44%106,009 134,050
JACOBS LEVY EQUITY MANAGEMENT INC bought146,160 146,160 Resource Management, LLC 41%86,475 124,090
DUPONT CAPITAL MANAGEMENT bought141,322 141,322 US BANCORP DE 17%73,913 372,725
DUFF & PHELPS INVESTMENT MANAGEMENT CO bought137,240 137,240 Richard P Slaughter Associates Inc sold65,725 0
EP Wealth Advisors, Inc. 543%117,013 138,562 Amerivest Investment Management LLC 5%63,713 1,156,209
AMERIPRISE FINANCIAL INC bought113,573 113,573 FIDUCIARY TRUST CO 27%61,917 171,323
Endurant Capital Management LP bought108,600 108,600 ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 54%59,146 50,654
HSBC HOLDINGS PLC bought97,297 97,297 SEI INVESTMENTS CO 15%56,809 327,027
ASPIRIANT, LLC 383%85,552 107,879 AMERICAN CENTURY COMPANIES INC sold56,808 0
Flaharty Asset Management, LLC bought81,402 81,402 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 47%55,406 62,037
Squarepoint Ops LLC bought72,762 72,762 GV Capital Management 20%54,603 224,618
Independent Family Office, LLC 185%64,097 98,677 CREDIT SUISSE/ 78%52,271 14,663
FSA Wealth Management LLC bought46,670 46,670 FDx Advisors, Inc. sold52,209 0
Tower Research Capital LLC bought45,741 45,741 NEW SOUTH CAPITAL MANAGEMENT INC sold49,365 0
BANK OF MONTREAL /CAN/ 20%44,892 267,095 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO sold48,400 0
Windsor Creek Advisors, LLC bought42,850 42,850 COMMERCE BANK N A/MO 11%48,062 400,752
CITIZENS & NORTHERN CORP bought41,925 41,925 DROMS STRAUSS ADVISORS INC /MO/ /ADV 50%42,180 42,805
TOCQUEVILLE ASSET MANAGEMENT LP 1,085%41,712 45,557 Modera Wealth Management, LLC 36%42,039 75,030
WoodTrust Financial Corp 57%38,242 105,852 EARNEST PARTNERS LLC 90%40,307 4,622
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought35,078 35,078 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48%39,577 42,239
Weiss Multi-Strategy Advisers LLC bought35,000 35,000 FULLER & THALER ASSET MANAGEMENT, INC. 88%37,275 5,035
Waldron, LP 19%33,336 206,806 THOMPSON SIEGEL & WALMSLEY LLC 26%36,154 104,915
ENVESTNET ASSET MANAGEMENT INC 2%31,949 1,446,132 H D Vest Advisory Services 70%35,896 15,397
CARDINAL CAPITAL MANAGEMENT LLC /CT bought30,166 30,166 BRYN MAWR TRUST CO/PA 41%34,157 48,791
WOLVERINE TRADING, LLC bought29,224 29,224 Corient Capital Partners, LLC sold32,976 0
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought26,171 26,171 FRANKLIN RESOURCES INC 23%32,033 106,193
PICTON MAHONEY ASSET MANAGEMENT 545%26,150 30,950 AdvicePeriod, LLC 41%31,179 43,990
WELLINGTON MANAGEMENT CO LLP 418%23,813 29,505 PRUDENTIAL FINANCIAL INC sold28,300 0
Bank of New York Mellon CORP 8%23,789 305,072 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 27%27,190 73,223
TWO SIGMA SECURITIES, LLC bought22,161 22,161 Country Club Trust Company, n.a. sold25,884 0
ROYCE & ASSOCIATES LLC 85%21,000 45,600 GUGGENHEIM CAPITAL LLC 26%23,458 67,633
Allianz Asset Management AG bought19,661 19,661 SILVERCREST ASSET MANAGEMENT GROUP LLC 39%23,253 35,985
DAVIDSON D A & CO 3%19,406 775,913 Capital Directions Investment Advisors, LLC 19%22,819 94,883
BADGLEY PHELPS & BELL INC 20%19,173 114,170 SHAPIRO CAPITAL MANAGEMENT CO INC 20%22,700 92,037
Warren Averett Asset Management, LLC 79%18,974 43,020 Johnson Financial Group, Inc. sold22,675 0
ELLIOTT & ASSOCIATES bought17,864 17,864 Parkside Financial Bank & Trust 30%21,955 50,324
OXFORD FINANCIAL GROUP LTD 5%17,492 379,717 EATON VANCE MANAGEMENT 51%21,234 20,760
Zions Bancorporation, N.A. bought17,490 17,490 Neuberger Berman Group LLC 24%20,462 64,589
Powell Investment Advisors, LLC 38%17,447 62,802 Covenant Partners, LLC 20%20,275 83,296
MYDA Advisors LLC bought16,000 16,000 AlphaMark Advisors, LLC 18%19,900 87,886
MML INVESTORS SERVICES, LLC 23%15,882 85,665 WHITTIER TRUST CO 16%18,896 99,131
LOWE BROCKENBROUGH & CO INC bought14,849 14,849 DONALD SMITH & CO., INC. sold18,500 0
PNC FINANCIAL SERVICES GROUP INC 13%14,813 125,574 FIFTH THIRD BANCORP 18%18,369 83,898
Camden Capital, LLC 567%14,017 16,489 MASSMUTUAL TRUST CO FSB/ADV 60%18,003 12,070
Steward Partners Investment Advisory, LLC 200%13,898 20,855 BP WEALTH MANAGEMENT, LLC 99%17,947 130
ALERUS FINANCIAL NA 14%12,496 101,807 HighTower Advisors, LLC 9%17,037 164,241
Klingman & Associates, LLC bought12,406 12,406 Athanor Capital, LP 36%16,629 29,095
CONCENTRIC WEALTH MANAGEMENT, LLC 18%12,282 78,872 OLD MISSION CAPITAL LLC sold16,400 0
JOHNSON INVESTMENT COUNSEL INC 24%11,780 61,658 Buckingham Asset Management, LLC 19%16,120 67,395
Hardy Reed LLC 59%11,183 30,219 Ziegler Capital Management, LLC 65%15,564 8,511
Alera Investment Advisors, LLC 773%10,689 12,071 BAILARD, INC. 31%15,345 34,341
Pennsylvania Trust Co bought9,877 9,877 STEPHENS GROUP ASSET MANAGEMENT, LLC 3%14,286 432,303
Quantitative Investment Management, LLC bought9,859 9,859 Cornerstone Advisors, Inc. sold14,242 0
BRANDYWINE ASSET MANAGEMENT LLC bought9,797 9,797 MV Capital Management, Inc. 77%14,241 4,193
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought9,636 9,636 Brookstone Capital Management 26%12,104 33,803
Capital Advisors, Ltd. LLC 661%9,373 10,790 CAPTRUST FINANCIAL ADVISORS 45%11,838 14,436
J P MORGAN CHASE & CO 4%9,261 267,425 AMARILLO NATIONAL BANK 72%11,830 4,526
Linscomb & Williams, Inc. bought8,731 8,731 Veritable, L.P. 6%11,393 179,745
Rinet Co LLC 51%8,534 25,295 CONFLUENCE INVESTMENT MANAGEMENT LLC sold11,379 0
Southern Wealth Management, LLP 81%8,333 18,560 Massey, Quick & Co., LLC 35%11,184 20,383
BBVA USA BANCSHARES INC 7%8,309 120,807 Janney Montgomery Scott LLC 39%11,170 17,409
CAROLINAS WEALTH CONSULTING LLC 16%8,208 61,146 Integrated Investment Consultants, LLC 23%10,564 36,305
STOCK YARDS BANK & TRUST CO bought8,127 8,127 Wealth Alliance sold10,502 0
Keebeck Alpha, LP 162%7,962 12,864 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. sold10,321 0
AMG National Trust Bank bought7,738 7,738 PARAMETRIC PORTFOLIO ASSOCIATES sold9,748 0
FLOW TRADERS U.S. LLC bought7,680 7,680 Strategic Wealth Partners Group LLC 13%9,479 64,926
Atlas Private Wealth Advisors bought7,484 7,484 Sontag Advisory, LLC sold9,451 0
QUADRANT CAPITAL GROUP LLC bought7,121 7,121 Columbus Macro, LLC sold9,304 0
RHUMBLINE ADVISERS 41%7,010 24,206 Ullmann Financial Group, Inc. 46%9,199 10,937
One Capital Management, LLC 27%6,978 33,134 Spearhead Capital Advisors, LLC sold8,562 0
Taylor, Cottrill, Erickson & Associates, Inc. 25%6,975 35,358 RSM US WEALTH MANAGEMENT LLC 6%8,554 123,443
Cornerstone Wealth Management, LLC bought6,885 6,885 HBK Sorce Advisory LLC 35%8,327 15,202
BRANDYWINE TRUST CO bought6,654 6,654 MERCER GLOBAL ADVISORS INC /ADV 20%8,158 31,838
AJ WEALTH STRATEGIES, LLC bought6,502 6,502 UNIONBANCAL CORP 7%8,011 114,961
Cresset Asset Management, LLC bought6,456 6,456 BINGHAM OSBORN & SCARBOROUGH LLC 52%7,998 7,478
Bishop & Co Investment Management, LLC 16%5,946 42,777 Private Advisor Group, LLC 20%7,728 31,327
Kovitz Investment Group Partners, LLC bought5,896 5,896 Ancora Advisors, LLC 85%7,460 1,297
HOWLAND CAPITAL MANAGEMENT INC bought5,789 5,789 MAI Wealth Advisors 10%7,407 67,804
COMERICA SECURITIES,INC. bought5,749 5,749 Atlantic Trust Group, LLC 15%7,231 41,802
Equitable Holdings, Inc. bought5,652 5,652 KEYBANK NATIONAL ASSOCIATION/OH 9%7,192 71,063
Raymond James Financial Services Advisors, Inc. 4%5,508 147,001 F3Logic, LLC 7%7,061 101,355
STATE STREET CORP 11%5,464 55,123 BARCLAYS PLC sold6,600 0
APPLETON GROUP WEALTH MANAGEMENT LLC bought5,271 5,271 LINCOLN NATIONAL CORP 98%6,527 134
SJA Financial Advisory, LLC bought5,261 5,261 INNEALTA CAPITAL, LLC sold6,510 0
Feltz Wealth PLAN Inc. bought5,240 5,240 TIEDEMANN WEALTH MANAGEMENT, LLC sold6,294 0
Private Capital Management, LLC bought5,000 5,000 O'Brien Wealth Partners LLC 70%6,051 2,630
CIBC World Markets Inc. bought4,995 4,995 Arden Trust Co 85%5,871 1,070
Aft, Forsyth & Company, Inc. bought4,635 4,635 Schneider Downs Wealth Management Advisors, LP sold5,799 0
Regal Investment Advisors, LLC bought4,605 4,605 Alhambra Investment Partners LLC sold5,572 0
Interactive Financial Advisors 6%4,558 77,259 Argent Wealth Management LLC 16%5,507 29,978
Sandy Spring Bank 350%4,392 5,647 IBERIABANK CORP 11%5,381 41,591
Pinnacle Wealth Management Advisory Group, LLC 144%4,326 7,326 Sequoia Financial Advisors, LLC sold5,279 0
RNC CAPITAL MANAGEMENT LLC bought4,278 4,278 Relyea Zuckerberg Hanson LLC 46%5,185 6,078
Belpointe Asset Management LLC bought4,221 4,221 Sugarloaf Wealth Management, LLC 73%5,170 1,907
Empirical Financial Services, LLC 24%4,124 21,142 Edge Capital Group, LLC 53%5,163 4,643
Karp Capital Management Corp 13%4,098 35,652 Accredited Investors Inc. sold5,124 0
STIFEL FINANCIAL CORP bought4,074 4,074 SMITH CAPITAL MANAGEMENT INC /AR/ADV 68%5,093 2,354
FIRST COMMONWEALTH FINANCIAL CORP /PA/ bought4,040 4,040 MOODY LYNN & CO/ sold5,035 0
GOLDMAN SACHS GROUP INC bought3,840 3,840 Archer Investment Corp sold5,000 0
COZAD ASSET MANAGEMENT INC bought3,730 3,730 Bigelow Investment Advisors, LLC sold4,932 0
Mariner Wealth Advisors, LLC 7%3,700 60,015 LAKE STREET FINANCIAL LLC 17%4,858 24,567
TOBIAS FINANCIAL ADVISORS, INC. 13%3,634 32,289 Brown Advisory Securities, LLC 62%4,857 2,958
UMB BANK N A/MO 15%3,608 28,397 HANCOCK HOLDING CO 8%4,745 51,446
GREAT VALLEY ADVISOR GROUP, INC. bought3,600 3,600 Connecticut Wealth Management, LLC sold4,650 0
360 Financial, Inc. bought3,570 3,570 SMITHFIELD TRUST CO 22%4,648 16,276
PINNACLE ASSOCIATES LTD 62%3,553 9,304 Confluence Wealth Management LLC sold4,604 0
NORTHSTAR WEALTH PARTNERS LLC bought3,525 3,525 American Investment Services, Inc. sold4,586 0
Atlas Brown,Inc. 17%3,456 24,277 RAYMOND JAMES & ASSOCIATES 2%4,447 186,602
Capital Analysts, Inc. 833%3,430 3,842 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC sold4,277 0
WealthTrust Axiom LLC bought3,355 3,355 GLENMEDE TRUST CO NA 8%4,261 52,109
Robeco Investment Management, Inc. bought3,306 3,306 Next Capital Management LLC sold4,214 0
Rockbridge Investment Management, LCC bought3,286 3,286 Rockefeller Capital Management L.P. 30%4,204 9,855
Carlton Hofferkamp & Jenks Wealth Management, LLC bought3,103 3,103 ANCHOR CAPITAL ADVISORS INC 38%4,066 6,744
Bartlett & Co. LLC 7%3,050 46,567 WHITTIER TRUST CO OF NEVADA INC 10%4,044 35,969
SMITH, MOORE & CO. bought2,994 2,994 Beacon Pointe Advisors, LLC 29%4,041 10,129
ALLIANCEBERNSTEIN L.P. 6%2,926 52,005 Carnick & Kubik Group, LLC 36%4,040 7,259
GenTrust, LLC bought2,816 2,816 Creative Planning 17%3,990 19,029
Donald L. Hagan, LLC bought2,706 2,706 Jordan Park Group LLC 5%3,979 69,480
Sawtooth Asset Management, Inc. bought2,630 2,630 Milestone Group, Inc. sold3,925 0
HARBOR INVESTMENT ADVISORY, LLC 6%2,626 49,683 Royal Fund Management, LLC sold3,863 0
Center for Financial Planning, Inc. bought2,560 2,560 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 37%3,826 6,528
COMMONWEALTH EQUITY SERVICES, LLC. 0%2,547 1,466,748 Financial Strategy Network, LLC 18%3,777 16,663
DOWLING & YAHNKE INC bought2,518 2,518 Abacus Planning Group, Inc. sold3,777 0
WESBANCO BANK INC 8%2,508 33,542 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV sold3,755 0
BEDDOW CAPITAL MANAGEMENT INC bought2,487 2,487 Tranquility Partners, LLC sold3,635 0
First Financial Bank, N.A. - Trust Division bought2,465 2,465 PROFESSIONAL ADVISORY SERVICES INC sold3,598 0
Ferris Capital, LLC bought2,421 2,421 Harwood Advisory Group, LLC sold3,593 0
Phocas Financial CORP bought2,380 2,380 Institute for Wealth Management, LLC. sold3,584 0
COURIER CAPITAL CORP 2%2,364 146,208 SYSTEMATIC FINANCIAL MANAGEMENT LP 72%3,563 1,414
MEEDER ASSET MANAGEMENT INC 22%2,341 12,867 Wellspring Financial Advisors, LLC sold3,487 0
QUANTLAB CAPITAL MANAGEMENT LTD bought2,302 2,302 BlueCrest Capital Management Ltd sold3,467 0
Lido Advisors, LLC bought2,302 2,302 Paracle Advisors, LLC sold3,404 0
Roundview Capital LLC 23%2,301 12,318 Grubman Wealth Management 56%3,233 2,572
Golden State Wealth Management, LLC bought2,251 2,251 Madison Asset Management, LLC sold3,211 0
FIRST TRUST ADVISORS LP 28%2,210 10,058 Northeast Financial Consultants Inc sold3,191 0
GRT CAPITAL PARTNERS LLC bought2,200 2,200 CHATHAM CAPITAL GROUP, INC. sold3,100 0
Palisade Asset Management, LLC bought2,141 2,141 COLONY GROUP LLC 26%2,869 7,981
WATERS PARKERSON & CO INC bought2,100 2,100 VICTORY CAPITAL MANAGEMENT INC 0%2,860 621,031
Kingsview Wealth Management, LLC bought2,098 2,098 Edgestream Partners, L.P. sold2,763 0
QUEST CAPITAL MANAGEMENT INC /ADV bought2,091 2,091 Pointe Capital Management LLC 41%2,720 3,921
PANAGORA ASSET MANAGEMENT INC bought2,085 2,085 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ sold2,641 0
BEACH INVESTMENT COUNSEL INC/PA bought2,080 2,080 Paradigm Financial Advisors, LLC sold2,601 0
MANAGED ASSET PORTFOLIOS, LLC 38%2,053 7,498 IHT Wealth Management, LLC sold2,577 0
Larson Financial Group LLC 221%2,050 2,979 Multi-Financial Securities Corp 9%2,541 24,920
Moisand Fitzgerald Tamayo, LLC bought1,999 1,999 MANAGED ACCOUNT SERVICES INC 20%2,523 10,069
HERON FINANCIAL GROUP, LLC 7%1,937 29,579 Arcus Capital Partners, LLC sold2,518 0
Independence Advisors, LLC 6%1,925 31,896 PUTNAM FL INVESTMENT MANAGEMENT CO sold2,464 0
Wealthcare Advisory Partners LLC 25%1,890 9,420 FCG ADVISORS, LLC 40%2,380 3,598
Argent Trust Co 14%1,789 14,839 Pettinga Financial Advisors, LLC 22%2,350 8,545
Aristotle Capital Boston, LLC 1%1,737 226,351 NEXT Financial Group, Inc sold2,309 0
Marotta Asset Management 17%1,714 11,725 PEAPACK GLADSTONE FINANCIAL CORP 22%2,236 7,742
FINANCIAL COUNSELORS INC 9%1,712 20,700 Zhang Financial LLC 1%2,236 183,123
Financial Network 18%1,624 10,586 WADE G W & INC 2%2,133 94,010
Factorial Partners, LLC 9%1,600 19,800 INVESTMENT MANAGEMENT OF VIRGINIA LLC 43%2,000 2,700
TCTC Holdings, LLC bought1,528 1,528 Well Done, LLC 17%1,988 9,952
Homrich & Berg 8%1,476 20,390 Capital Bank & Trust Co sold1,960 0
Procyon Private Wealth Partners, LLC bought1,400 1,400 NWAM LLC 27%1,925 5,260
SG Americas Securities, LLC 9%1,360 16,361 Strategic Financial Group, LLC 9%1,914 18,499
Family Firm, Inc. 22%1,347 7,582 EPG Wealth Management LLC sold1,840 0
BROWN ADVISORY HOLDINGS INC bought1,239 1,239 SOL Capital Management CO 24%1,715 5,445
PDS Planning, Inc 18%1,214 8,005 BRONFMAN E.L. ROTHSCHILD, L.P. 17%1,621 7,830
Regal Wealth Group, Inc. 5%1,212 28,034 Resource Planning Group sold1,604 0
Cranbrook Wealth Management, LLC bought1,175 1,175 Diversified Portfolios, Inc. 26%1,579 4,407
TELEMUS CAPITAL, LLC 2%1,119 62,266 Patriot Financial Group Insurance Agency, LLC 94%1,523 102
Sigma Planning Corp 41%1,092 3,747 Magnus Financial Group LLC 33%1,487 2,962
Total Wealth Planning, LLC 26%1,086 5,218 Berman Capital Advisors, LLC 91%1,442 138
Sullivan, Bruyette, Speros & Blaney, Inc. bought1,051 1,051 Hanson McClain, Inc. 1%1,431 116,423
Graves-Light Private Wealth Management, Inc. 4%1,016 29,913 PITTENGER & ANDERSON INC 17%1,375 6,500
Atlas Private Wealth Management bought937 937 Burns Wealth Management, Inc. 13%1,373 9,340
BESSEMER GROUP INC 28%893 4,035 Summit Financial, LLC 18%1,327 6,032
Nelson, Van Denburg & Campbell Wealth Management Group, LLC bought873 873 FineMark National Bank & Trust 21%1,292 4,777
XML Financial, LLC 8%859 12,149 GHP Investment Advisors, Inc. 4%1,216 29,818
VAN ECK ASSOCIATES CORP 19%853 5,331 LPL Financial CORP 0%1,212 478,604
SIMPLEX TRADING, LLC bought823 823 Squar Milner Financial Services LLC sold1,206 0
FIRST MIDWEST BANK TRUST DIVISION 7%790 12,740 MANCHESTER FINANCIAL INC 100%1,196 4
Gemmer Asset Management LLC bought760 760 Key FInancial Inc sold1,182 0
Performa Ltd (US), LLC 3%750 28,024 OPPENHEIMER & CO INC 18%1,176 5,333
INSIGHT 2811, INC. 8%733 9,480 ENCORE BANK NA 25%1,137 3,494
Cutler Group LP bought700 700 AdvisorNet Financial, Inc 41%1,041 1,482
Global Retirement Partners, LLC 10%669 7,623 Financeware, Inc. sold1,000 0
CWM, LLC 34%658 2,593 SIGNATUREFD, LLC 47%982 1,107
TD ASSET MANAGEMENT INC 3%651 23,868 IFP Advisors, Inc 16%960 5,133
MERITAGE PORTFOLIO MANAGEMENT 20%645 3,911 UBS Group AG 73%920 338
CNB Bank bought645 645 RPg Family Wealth Advisory, LLC 8%906 11,001
Marquette Asset Management Inc. 20,533%616 619 WEALTHSOURCE PARTNERS, LLC 11%905 7,050
Keebeck Wealth Management, LLC 4%550 14,720 Stratos Wealth Partners, LTD. 10%894 8,339
Guidance Point Advisors, LLC 12%471 4,376 KING LUTHER CAPITAL MANAGEMENT CORP 21%817 3,120
Truvestments Capital LLC bought450 450 ATLANTA FINANCIAL ASSOCIATES LLC /ADV 20%805 3,175
S.A. Mason LLC 49%433 1,324 IndexIQ Advisors LLC sold803 0
Laurel Wealth Advisors, Inc. 7%423 6,413 Perigon Wealth Management, LLC 16%791 4,176
SRS Capital Advisors, Inc. bought411 411 Round Table Services, LLC 10%779 6,902
Mosaic Family Wealth, LLC 12%405 3,910 Sonora Investment Management, LLC 22%761 2,771
INTL FCSTONE INC. 17%385 2,623 Stordahl Capital Management, Inc. 10%753 6,452
RAYMOND JAMES TRUST CO 5%374 7,238 BLAIR WILLIAM & CO/IL 2%745 37,692
CULBERTSON A N & CO INC 9%372 4,494 CCG WEALTH MANAGEMENT, LLC 22%724 2,578
United Asset Strategies, Inc. 2%287 18,148 Winfield Associates, Inc. 19%700 2,920
Carnegie Capital Asset Management, LLC 2%285 12,154 Windsor Group LTD 2%687 36,281
LBJ Family Wealth Advisors, Ltd. 0%285 69,315 Plante Moran Financial Advisors Ltd Partnership 78%673 185
TCF National Bank 5%272 5,294 West Coast Financial LLC 7%668 9,408
PROEQUITIES, INC. 15%268 2,036 Maltin Wealth Management, Inc. 4%660 17,677
Meridian Wealth Partners, LLC bought250 250 TIAA, FSB 39%645 1,010
Demars Financial Group, LLC bought248 248 QCI ASSET MANAGEMENT INC/NY sold645 0
PINNACLE FINANCIAL PARTNERS INC 2%243 12,595 Paulson Wealth Management Inc. 15%640 3,697
CLEAR INVESTMENT RESEARCH, LLC 10%235 2,608 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11%621 4,831
Yale Capital CORP 1%232 20,316 HUNTINGTON NATIONAL BANK 9%605 5,930
Kore Private Wealth LLC bought226 226 CHEMUNG CANAL TRUST CO 4%590 12,685
REILLY FINANCIAL ADVISORS, LLC 0%223 132,672 WSFS CAPITAL MANAGEMENT, LLC 3%589 22,815
TRUEWEALTH LLC 20%220 1,341 Lindbrook Capital, LLC sold567 0
Hoover Financial Advisors, Inc. bought219 219 Hillcrest Wealth Advisors - NY, LLC 1%550 58,580
Semmax Financial Advisors Inc. bought206 206 LifePlan Financial Group, Inc 4%524 12,830
BHK Investment Advisors, LLC 3%202 7,081 Cypress Wealth Services, LLC 19%511 2,195
Financial Advocates Investment Management 4%199 5,059 Kistler-Tiffany Companies, LLC sold456 0
HIGHLAND CAPITAL MANAGEMENT CORP 3%195 7,357 ASSOCIATED BANC-CORP 10%420 3,727
CPCM, LLC 1%188 16,379 American Financial Advisors, LLC 2%419 17,089
CITY HOLDING CO 1%180 18,092 SHINE INVESTMENT ADVISORY SERVICES INC 72%411 163
Asset Management Group, Inc. 1%162 15,932 Cox Capital Co LLC sold400 0
Estate Counselors, LLC 4%160 4,210 BALDWIN BROTHERS INC/MA sold388 0
BURNEY CO/ bought153 153 Lakeview Capital Partners, LLC 35%382 709
Asset Dedication, LLC 9%152 1,834 Hartland & Co., LLC 6%379 5,897
Garde Capital, Inc. 3%151 5,218 Ellevest, Inc. 59%378 258
Hanson Investment Management bought151 151 Eudaimonia Partners, LLC sold375 0
DAVIDSON TRUST CO 5%147 3,109 SONATA CAPITAL GROUP INC 1%370 55,105
SHAKESPEARE WEALTH MANAGEMENT, INC. 1%134 14,990 JFS WEALTH ADVISORS, LLC 8%361 4,046
ANDERSON FISHER LLC 269%121 166 Manchester Capital Management LLC 83%355 72
NORTHWEST WEALTH MANAGEMENT, LLC 0%121 38,524 BERKSHIRE ASSET MANAGEMENT INC/PA 8%350 4,100
Orion Portfolio Solutions, LLC bought114 114 Summit Investment Advisors, Inc. 58%340 243
Prime Capital Investment Advisors, LLC bought114 114 L & S Advisors Inc 10%321 2,780
Element Wealth, LLC bought100 100 BENJAMIN F. EDWARDS & COMPANY, INC. 87%320 48
GRIMES & COMPANY, INC. 1%94 10,594 Diversified Investment Strategies, LLC 4%312 6,648
PFG Advisors 3%88 3,447 Oakworth Capital, Inc. 29%300 733
CENTRAL BANK & TRUST CO bought85 85 Affinity Capital Advisors, LLC 2%300 19,498
CABANA LLC bought84 84 BDO Wealth Advisors, LLC 37%298 510
Arkadios Wealth Advisors 9%83 1,033 CAHABA WEALTH MANAGEMENT, INC. 8%294 3,484
Disciplined Investments, LLC 1%82 13,361 Valeo Financial Advisors, LLC 3%280 8,658
Pathstone Family Office, LLC bought77 77 Ellis Investment Partners, LLC 13%278 1,846
ETRADE Capital Management LLC 10%73 795 MCF Advisors LLC 77%268 80
Legacy Bridge, LLC 1%60 11,085 Covington Capital Management 48%263 285
Eukles Asset Management 1%51 8,460 Blankinship & Foster, LLC 10%256 2,273
McNamara Financial Services, Inc. 2%49 2,979 First Allied Advisory Services, Inc. 1%254 19,645
MPS Loria Financial Planners, LLC bought45 45 Cribstone Capital Management, LLC sold250 0
Stonebridge Capital Advisors LLC 105%41 80 Parsec Financial Management, Inc. 5%250 4,324
HOWE & RUSLING INC 2%39 2,343 Sowell Financial Services LLC 40%240 367
Palisades Hudson Asset Management, L.P. 1%38 3,723 STEPHENS INC /AR/ 0%231 293,803
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1%37 3,574 STEPHENSON NATIONAL BANK & TRUST 9%217 2,181
CULLEN FROST BANKERS INC 0%34 13,822 Evercore Wealth Management, LLC 2%203 12,674
Paragon Capital Management Ltd 1%30 4,973 BRIDGES INVESTMENT MANAGEMENT INC 0%200 115,778
Capital Investment Counsel, Inc bought29 29 Harbour Capital Advisors, LLC 2%200 9,290
Gradient Investments LLC 100%27 54 Stratos Wealth Advisors, LLC sold200 0
ClariVest Asset Management LLC bought27 27 MESIROW FINANCIAL INVESTMENT MANAGEMENT sold200 0
McIlrath & Eck, LLC bought25 25 Advisory Alpha, LLC sold185 0
Starfire Investment Advisers, Inc. 1%24 3,094 APPLETON PARTNERS INC/MA 4%175 4,064
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA bought22 22 TSFG, LLC 22%171 599
Kuehl Shepherd Kozlowski & Associates,Inc. 0%21 4,554 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2%170 10,889
ABSOLUTE INVESTMENT MANAGEMENT LLC 91%21 44 TRUSTCORE FINANCIAL SERVICES, LLC 79%170 45
BROWN BROTHERS HARRIMAN & CO bought20 20 Evensky & Katz, Inc. 19%170 746
Rikoon Group, LLC 1%19 2,948 NORTHERN OAK CAPITAL MANAGEMENT INC 7%165 2,220
MYCIO WEALTH PARTNERS, LLC 1%19 2,652 Carmichael Hill & Associates, Inc. sold153 0
FMR LLC bought17 17 V Wealth Management,LLC 4%152 4,080
Goldstein Munger & Associates 0%16 17,757 Aptus Capital Advisors, LLC sold145 0
Capital Asset Advisory Services LLC 10%16 178 HARVEST GROUP WEALTH MANAGEMENT, LLC sold134 0
Nachman Norwood & Parrott, Inc 0%13 5,200 Savant Capital Management Inc 3%132 4,466
Evanson Asset Management, LLC 0%11 4,347 People's United Financial, Inc. 0%128 30,532
Murphy, Middleton, Hinkle & Parker, Inc. 0%8 3,134 Autus Asset Management, LLC 2%111 5,905
ATTICUS WEALTH MANAGEMENT, LLC 1%7 648 INVESTMENT PARTNERS LTD /OH/ /ADV 1%109 20,944
BALLAST ADVISORS LLC 2%7 324 VERUS CAPITAL PARTNERS, LLC sold100 0
Lenox Wealth Advisors, Inc. 18%7 45 tru Independence LLC sold100 0
Burt Wealth Advisors 7%5 77 Tatro Capital, LLC sold100 0
Column Capital Advisors, LLC 1%3 394 Fortis Advisors, LLC 18%96 451
TCI Wealth Advisors, Inc. 1%3 287 Stewardship Financial Advisors, LLC sold90 0
Certified Advisory Corp 0%2 1,214 PATTEN & PATTEN INC/TN 2%90 3,725
TFO-TDC, LLC 1%2 176 Austin Private Wealth, LLC 3%82 2,706
Focused Wealth Management, Inc 0%1 738 Stonebridge Financial Planning Group, LLC sold80 0
Financial Advisory Service, Inc. 1%78 10,951
ROPES WEALTH ADVISORS LLC sold75 0
HPM Partners LLC 1%75 6,904
Wealth Quarterback LLC sold68 0
Oakmont Partners LLC 1%66 5,383
Towerpoint Wealth, LLC 0%60 28,829
OPPENHEIMER ASSET MANAGEMENT INC sold55 0
Change Path, LLC 1%55 3,821
Capital Advisory Group Advisory Services, LLC sold55 0
Cetera Investment Advisers 1%54 4,112
St. Louis Trust Co 0%53 37,164
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC sold52 0
WELCH & FORBES LLC 2%50 2,773
RPG Investment Advisory, LLC 1%50 8,780
REGIONS FINANCIAL CORP 1%47 8,491
Private Ocean, LLC 14%46 294
YorkBridge Wealth Partners, LLC 1%45 3,516
AMERITAS INVESTMENT CORP 1%36 4,819
Bedel Financial Consulting, Inc. 13%36 237
Cubic Asset Management, LLC 1%35 4,923
MBE Wealth Management, LLC sold35 0
TRUST CO OF VERMONT 2%32 1,540
Opus Capital Group, LLC 1%31 4,984
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 1%30 3,898
VALLEY NATIONAL ADVISERS INC sold28 0
PrairieView Partners, LLC 13%27 178
GANNETT WELSH & KOTLER sold25 0
Allen Investment Management LLC 1%24 3,278
Forefront Analytics, LLC sold21 0
FLAGSHIP HARBOR ADVISORS, LLC 4%21 516
Carroll Financial Associates, Inc. 24%21 65
Concannon Wealth Management, LLC sold19 0
Biltmore Family Office, LLC sold16 0
Fulton Breakefield Broenniman LLC 0%11 10,948
Affiance Financial, LLC sold9 0
FIERA SCEPTRE INC. 0%8 5,199
Parallel Advisors, LLC 0%5 17,279
Litman Gregory Asset Management LLC 1%2 134
VAUGHAN AND COMPANY SECURITIES, INC. no change 5,195
Wall Street Access Asset Management, LLC no change 5,199
Capital Square, LLC no change 2,414
DEUTSCHE BANK AG no change 1,215
Lake Point Wealth Management no change 115
Willingdon Wealth Management no change 100
TBH Global Asset Management, LLC no change 2,901
WEDGEWOOD INVESTORS INC /PA/ no change 3,058
Keudell/Morrison Wealth Management no change 3,000
Watchman Group, Inc. no change 2,630
O'Brien Greene & Co. Inc no change 3,075
Patriot Investment Management Inc. no change 3,322
ARTHUR M. COHEN & ASSOCIATES, LLC no change 3,755
Spears Abacus Advisors LLC no change 3,520
ALESCO ADVISORS LLC no change 3,515
MOTCO no change 2,470
CITIZENS FINANCIAL GROUP INC/RI no change 140
WASHINGTON TRUST CO no change 832
Roble, Belko & Company, Inc no change 760
BOURGEON CAPITAL MANAGEMENT LLC no change 757
Filbrandt Wealth Management, LLC no change 900
LAZARD ASSET MANAGEMENT LLC no change 1,100
Financial Architects, Inc no change 1,750
Laurel Wealth Advisors LLC no change 1,435
Versant Capital Management, Inc no change 1,173
ST GERMAIN D J CO INC no change 4,485
Lutz Financial Services LLC no change 4,542
Carlson Capital Management no change 11,617
Meristem, LLP no change 10,576
Drexel Morgan & Co. no change 9,472
Wealth Architects, LLC no change 15,417
FEDERATED INVESTORS INC /PA/ no change 34,255
Comprehensive Financial Management LLC no change 230,481
Calamos Advisors LLC no change 93,905
Baird Financial Group, Inc. no change 6,446
WASHINGTON TRUST BANK no change 8,589
TOMPKINS FINANCIAL CORP no change 6,955
GABLES CAPITAL MANAGEMENT INC. no change 4,851
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV no change 4,689
FIRST BUSINESS FINANCIAL SERVICES, INC. no change 4,662
Hirtle Callaghan & Co Inc no change 4,877
Aprio Wealth Management, LLC no change 4,917
Tarbox Group, Inc. no change 5,280
Firestone Capital Management no change 5,193
LOOMIS SAYLES & CO L P no change 700
LS Investment Advisors, LLC no change 550
Armor Investment Advisors, LLC no change 130
HighMark Wealth Management LLC no change 106
BerganKDV Wealth Management, LLC no change 102
RED CEDAR INVESTMENT MANAGEMENT, LLC no change 141
Investors Research Corp no change 150
HCR Wealth Advisors no change 203
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 200
Lehman & Derafelo Financial Resources LLC no change 195
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 100
American Research & Management Co. no change 80
Trust Co no change 31
Belmont Capital, LLC no change 25
JNBA Financial Advisors no change 21
Emerald Investment Partners, LLC no change 35
Bogart Wealth, LLC no change 47
Retirement Network no change 70
Weaver Consulting Group no change 48
Community Bank, N.A. no change 209
Glassman Wealth Services no change 215
Aspire Private Capital, LLC no change 440
Independence Bank of Kentucky no change 400
WEST BANCORPORATION INC no change 374
Tortoise Investment Management, LLC no change 443
FARMERS & MERCHANTS INVESTMENTS INC no change 460
Private Capital Group, LLC no change 543
Rice Partnership, LLC no change 500
EVOKE WEALTH, LLC no change 493
Hudock Moyer Wealth Resources, LLC no change 373
MONETARY MANAGEMENT GROUP INC no change 300
Investment Research & Advisory Group, Inc. no change 239
North Star Investment Management Corp. no change 232
FIRST MANHATTAN CO no change 225
First Washington CORP no change 263
CREATIVE FINANCIAL DESIGNS INC /ADV no change 268
Pinnacle Bank no change 300
Perkins Coie Trust Co no change 295
OPTIMUM INVESTMENT ADVISORS no change 8
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*