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STOCK TICKER:
SCHWAB U.S. SMALL-CA   (ticker: SCHA)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 100
0 100 100
Current Holdings: 82,575,944
Previous Holdings: 31,499,886
Change: 162.15%
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/ bought3,033,107 3,033,107 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51%520,064 499,799
Financial Engines Advisors L.L.C. 431%1,478,513 1,821,511 B & T Capital Management DBA Alpha Capital Management sold375,105 0
AJ WEALTH STRATEGIES, LLC bought460,712 460,712 UBS Group AG 39%362,623 569,635
AMERIPRISE FINANCIAL INC bought442,006 442,006 Aurum Wealth Management Group, LLC 37%283,784 474,002
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought435,918 435,918 Legacy Wealth Management, Inc 39%222,009 351,202
Personal Capital Advisors Corp 12%387,871 3,693,133 CWH Capital Management, Inc. sold206,199 0
Gemmer Asset Management LLC bought344,139 344,139 Sontag Advisory, LLC sold189,156 0
ENTERPRISE FINANCIAL SERVICES CORP bought294,900 294,900 LVW Advisors, LLC 67%130,486 63,233
MORGAN STANLEY bought271,680 271,680 Sequoia Financial Advisors, LLC sold112,048 0
LITTLE HOUSE CAPITAL LLC bought244,345 244,345 Raymond James Financial Services Advisors, Inc. 33%106,173 216,529
SEI INVESTMENTS CO 5%204,765 4,178,378 Your Advocates Ltd., LLP 62%94,455 57,708
Visionary Wealth Advisors bought183,674 183,674 Pacific Edge Advisors, LLC 37%87,522 147,755
QS Investors, LLC bought158,151 158,151 Almanack Investment Partners, LLC. 79%76,455 19,876
Charles Schwab Investment Advisory, Inc. bought148,781 148,781 PARAMETRIC PORTFOLIO ASSOCIATES sold74,460 0
APPLETON GROUP WEALTH MANAGEMENT LLC 1,591%130,342 138,536 KEYBANK NATIONAL ASSOCIATION/OH sold69,306 0
ROYAL BANK OF CANADA bought127,750 127,750 FIRST MERCANTILE TRUST CO 10%68,365 610,193
JJJ Advisors Inc. 2,326%127,537 133,021 Next Capital Management LLC 67%60,876 30,023
BB&T CORP bought110,363 110,363 VALLEY NATIONAL ADVISERS INC 61%57,792 37,653
Creative Planning 29%103,435 463,282 JONES FINANCIAL COMPANIES LLLP 33%54,021 108,930
Alliance Wealth Management Group bought102,611 102,611 Black Diamond Financial, LLC 41%49,724 71,925
Ascension Capital Advisors, Inc. bought101,123 101,123 Lee Financial CORP 46%48,531 55,941
Charles Schwab Trust Co 159%99,499 162,001 Susquehanna International Group, LLP 50%47,484 47,123
Gladstone Institutional Advisory LLC bought94,070 94,070 BRONFMAN E.L. ROTHSCHILD, L.P. 25%46,801 139,867
Orgel Wealth Management, LLC bought91,357 91,357 MERCER GLOBAL ADVISORS INC /ADV 10%41,795 390,505
Moisand Fitzgerald Tamayo, LLC bought87,372 87,372 Lutz Financial Services LLC 30%36,583 85,616
JANE STREET GROUP, LLC bought84,432 84,432 PRIVATE CAPITAL MANAGEMENT LLC 100%36,066 28
SALEM INVESTMENT COUNSELORS INC bought82,292 82,292 Mariner Wealth Advisors, LLC 6%35,378 531,512
TrueNorth, Inc. bought81,534 81,534 Game Plan Financial Advisors, LLC sold32,170 0
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1,029%80,761 88,613 Foster Victor Wealth Advisors, LLC sold28,072 0
Pinnacle Advisory Group, Inc. bought79,696 79,696 SHINE INVESTMENT ADVISORY SERVICES INC 62%27,746 16,966
Radnor Financial Advisors, LLC 101%78,498 156,071 Emery Howard Portfolio Management, Inc. 14%26,415 161,421
GRIMES & COMPANY, INC. 1,112%77,519 84,489 MARSHALL FINANCIAL GROUP INC /ADV 14%24,958 157,711
GRT CAPITAL PARTNERS LLC bought74,662 74,662 Marquette Asset Management Inc. 14%23,848 148,683
Empirical Financial Services, LLC 250%65,330 91,428 Newport Wealth Strategies, Inc. 85%23,153 4,247
Portfolio Solutions 314%63,496 83,733 WEALTHSOURCE PARTNERS, LLC 75%22,247 7,603
HighTower Advisors, LLC 34%62,809 245,698 Barnett & Company, Inc. sold22,129 0
Tower Research Capital LLC bought62,314 62,314 H D Vest Advisory Services 50%21,341 21,307
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24%58,972 302,551 CAPTRUST FINANCIAL ADVISORS 16%18,781 99,889
Stratford Consulting, LLC 388,320%58,248 58,263 Hudock Moyer Wealth Resources, LLC 51%17,770 16,768
BlueSky Wealth Advisors, LLC 33%56,004 225,467 Baird Financial Group, Inc. 75%17,151 5,575
Sharkey, Howes & Javer 309%46,384 61,400 IndexIQ Advisors LLC sold16,837 0
H&H Retirement Design & Management INC bought45,541 45,541 Laurel Wealth Advisors, Inc. 43%16,674 22,419
Savant Capital Management Inc 40%44,855 155,855 MCF Advisors LLC 99%16,584 192
CHILTON CAPITAL MANAGEMENT LLC bought43,806 43,806 BerganKDV Wealth Management, LLC 6%16,261 255,045
Souders Financial Advisors 214%42,486 62,352 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 22%16,181 58,385
Advisory Services Network, LLC bought42,123 42,123 Modus Advisors, LLC 57%15,999 12,317
MOLLER FINANCIAL SERVICES bought41,183 41,183 Pacific Wealth Strategies Group, Inc. sold15,749 0
SAGE FINANCIAL GROUP INC 49%38,428 116,392 Wakefield Asset Management LLLP sold14,891 0
ENVESTNET ASSET MANAGEMENT INC 15%37,261 283,729 EPIQ Capital Group, LLC sold14,750 0
Vision Capital Management, Inc. bought36,129 36,129 Hurlow Wealth Management Group, Inc. 39%14,097 22,029
BIDWELL C M & ASSOCIATES LTD/ bought36,034 36,034 Brand Asset Management Group, Inc. 20%13,830 56,583
Beacon Pointe Advisors, LLC 96%35,722 72,903 Yale Capital CORP 20%13,440 54,729
RIVERSEDGE ADVISORS, LLC 66%35,711 90,086 AdvicePeriod, LLC sold13,178 0
Filbrandt Wealth Management, LLC 10%34,263 374,051 Apex Investment Services, Inc. 33%13,041 27,060
Ironwood Wealth Management, LLC. bought29,502 29,502 Strategic Family Wealth Counselors, L.L.C. 20%12,956 51,729
Financial Advisors, LLC 14%29,374 244,345 Mayfair Advisory Group, LLC 52%12,907 12,017
OHE FINANCIAL INC bought25,712 25,712 Hartland & Co., LLC 99%12,000 175
WHITTIER TRUST CO OF NEVADA INC 166%24,818 39,761 Genesee Capital Advisors, LLC sold11,720 0
RAYMOND JAMES & ASSOCIATES 425%23,634 29,193 Strategic Financial Planning, Inc. 6%11,193 167,381
Towercrest Capital Management 29%23,047 102,611 Friedenthal Financial 13%10,908 75,699
Well Done, LLC bought22,175 22,175 REGIONS FINANCIAL CORP sold10,830 0
Davis Capital Management bought21,937 21,937 Kohmann Bosshard Financial Services, LLC 5%10,745 207,463
Creegan & Nassoura Financial Group, LLC bought20,755 20,755 YOUNGS ADVISORY GROUP, INC. sold10,655 0
MADDEN SECURITIES Corp bought20,673 20,673 NewFocus Financial Group, LLC 37%10,187 17,269
HC Advisors, LLC bought20,046 20,046 Abbrea Capital, LLC sold10,125 0
MILLENNIUM MANAGEMENT LLC bought19,315 19,315 SNS Financial Group, LLC 38%9,572 15,815
Cedar Wealth Management, LLC bought18,297 18,297 Meridian Wealth Management, LLC 33%9,439 18,778
Krilogy Financial LLC 36%17,765 67,021 Capital Investment Advisory Services, LLC 39%8,908 13,960
PBWM Holdings, LLC 144%17,385 29,480 Price Wealth Management, Inc. sold8,852 0
FRONTIER INVESTMENT MGMT CO 9%16,595 192,259 Bristlecone Advisors, LLC 52%8,440 7,708
MONETA GROUP INVESTMENT ADVISORS INC 35%16,277 62,841 SWS Partners sold8,031 0
Rockbridge Investment Management, LCC bought16,022 16,022 Stordahl Capital Management, Inc. 69%7,668 3,373
QUADRANT CAPITAL GROUP LLC bought15,878 15,878 Summit Financial Strategies, Inc. 5%7,460 157,881
Dynamic Advisors Solutions LLC 276%15,789 21,502 Capital Wealth Planning, LLC sold7,301 0
EVERGREEN CAPITAL MANAGEMENT LLC bought15,424 15,424 Advisory Alpha, LLC 2%7,184 372,510
MONEYWISE, INC. 8%15,234 213,638 Resource Planning Group sold7,130 0
Huber Financial Advisors, LLC 406%14,737 18,365 Bigelow Investment Advisors, LLC 42%6,917 9,557
Aspen Investment Management Inc bought14,535 14,535 Matrix Trust Co 7%6,794 94,362
Elmwood Wealth Management, Inc. bought14,498 14,498 Apollon Wealth Management, LLC 80%6,741 1,721
FIRST NATIONAL CORP /MA/ /ADV 12%13,889 125,098 Strategic Wealth Advisors Group,Inc. 38%6,692 11,144
PHILLIPS FINANCIAL MANAGEMENT, LLC bought13,724 13,724 Trexquant Investment LP sold6,677 0
Intelligence Driven Advisers, LLC bought13,714 13,714 AMERICAN CENTURY COMPANIES INC sold6,508 0
St. Louis Trust Co bought13,705 13,705 PUTNAM FL INVESTMENT MANAGEMENT CO 54%6,327 5,310
OARSMAN CAPITAL, INC. bought13,435 13,435 Renaissance Technologies(Jim Simons) sold6,300 0
Belpointe Asset Management LLC bought13,316 13,316 SVA Plumb Wealth Management, LLC 4%6,239 144,693
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought13,245 13,245 Financial Advisory Service, Inc. 15%5,861 33,070
Southern Wealth Management, LLP 46%13,164 41,663 Parallel Advisors, LLC 27%5,788 15,681
Adams Wealth Management 17%12,674 86,101 PrairieView Partners, LLC 9%5,726 55,102
Prime Capital Investment Advisors, LLC 3%12,359 384,179 UNIONBANCAL CORP 4%5,584 133,856
Teamwork Financial Advisors, LLC bought11,498 11,498 Relaxing Retirement Coach 10%5,551 48,842
WOODMONT INVESTMENT COUNSEL LLC bought11,111 11,111 SignalPoint Asset Management, LLC sold5,447 0
Kuntz Lesher Capital LLC 4%11,068 290,812 COLONY GROUP LLC 27%5,442 14,476
COZAD ASSET MANAGEMENT INC bought10,820 10,820 Camden Capital, LLC sold5,178 0
St. Johns Investment Management Company, LLC 13%10,741 96,287 BAILARD, INC. 17%5,135 25,310
Brightworth 72%10,556 25,295 Schneider Downs Wealth Management Advisors, LP 19%4,952 21,792
TWO SIGMA SECURITIES, LLC bought10,120 10,120 MAI Wealth Advisors 23%4,906 16,294
Feltz Wealth PLAN Inc. bought10,009 10,009 Peak Financial Management, Inc. sold4,806 0
QCI ASSET MANAGEMENT INC/NY 15%9,954 75,556 MANAGED ACCOUNT SERVICES INC 22%4,759 16,495
Phocas Financial CORP bought9,632 9,632 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 41%4,691 6,684
NORTHWEST INVESTMENT COUNSELORS, LLC 8%9,494 129,076 Vista Wealth Management Group, LLC sold4,592 0
PLANNING ALTERNATIVES LTD /ADV 16%9,193 65,515 ACCESS FINANCIAL SERVICES, INC. 39%4,513 7,081
Secure Asset Management, LLC bought8,993 8,993 Gradient Capital Advisors, LLC 18%4,507 20,290
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 5%8,579 170,384 Allen Capital Group, LLC 29%4,506 11,283
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought8,434 8,434 Kingsview Wealth Management, LLC 23%4,469 14,638
Burt Wealth Advisors 6%8,333 147,296 Cedar Brook Financial Partners, LLC sold4,462 0
PLANNING DIRECTIONS INC bought8,307 8,307 Frontier Wealth Management LLC 45%4,450 5,547
AdvisorNet Financial, Inc 12%8,167 77,906 Segment Wealth Management, LLC sold4,412 0
GOLDMAN SACHS GROUP INC bought8,155 8,155 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7%4,411 58,864
Sawtooth Asset Management, Inc. bought8,143 8,143 AlphaStar Capital Management, LLC 39%4,162 6,553
LPL Financial CORP 3%7,989 304,053 ALESCO ADVISORS LLC 24%4,102 13,241
HOLDERNESS INVESTMENTS CO bought7,883 7,883 Iwamoto, Kong & Co., Inc. sold3,999 0
Mutual Advisors, LLC bought7,868 7,868 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 14%3,939 24,566
FDx Advisors, Inc. bought7,681 7,681 AMERITAS INVESTMENT CORP sold3,848 0
Holistic Financial Partners 12%7,609 70,704 Peak Capital Management LLC sold3,813 0
Livingston Group Asset Management CO (operating as Southport Capital Management) bought7,589 7,589 GILL CAPITAL PARTNERS, LLC 8%3,726 43,338
Alpha Cubed Investments, LLC bought7,360 7,360 Exchange Capital Management, Inc. 6%3,649 61,284
CWA Asset Management Group, LLC bought7,357 7,357 Wealthstreet Investment Advisors, LLC 32%3,575 7,700
SeaCrest Wealth Management, LLC 19%7,284 46,551 Valtinson Bruner Financial Planning LLC sold3,537 0
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16%7,260 53,200 EP Wealth Advisors, Inc. 26%3,523 9,961
Carlton Hofferkamp & Jenks Wealth Management, LLC bought6,866 6,866 COOPER/HAIMS ADVISORS, LLC 7%3,439 46,346
BALLAST ADVISORS LLC 23%6,504 34,209 COLDSTREAM CAPITAL MANAGEMENT INC 8%3,321 39,926
Garde Capital, Inc. 9%6,241 79,177 One Capital Management, LLC 22%3,319 11,935
BSC PRIVATE WEALTH MANAGEMENT, LLC 5%6,099 118,018 LeJeune Puetz Investment Counsel LLC 7%3,192 41,235
JOHNSON INVESTMENT COUNSEL INC 17%6,079 40,970 INTL FCSTONE INC. 23%3,088 10,368
ELLIOTT & ASSOCIATES bought5,919 5,919 First Allied Advisory Services, Inc. 6%2,944 47,368
AE Wealth Management LLC bought5,889 5,889 SENTINEL PENSION ADVISORS INC 18%2,876 12,998
Private Advisor Group, LLC 9%5,796 71,874 UMA Financial Services, Inc. 28%2,826 7,232
Buckingham Capital Management, Inc. 6%5,642 106,516 OPPENHEIMER ASSET MANAGEMENT INC sold2,797 0
Fusion Capital, LLC bought5,635 5,635 Family Firm, Inc. 7%2,753 38,682
Orion Portfolio Solutions, LLC bought5,340 5,340 BCS Wealth Management 5%2,740 52,115
Fisher Asset Management, LLC(Kenneth L. Fisher) bought5,120 5,120 Columbus Macro, LLC 8%2,687 32,055
PACIFIC CAPITAL WEALTH ADVISORS, INC bought5,117 5,117 Asset Management Group, Inc. 6%2,631 41,971
Pinkerton Retirement Specialists, LLC bought4,979 4,979 Bangor Savings Bank 2%2,598 145,979
Ausdal Financial Partners, Inc. 28%4,646 21,054 IFP Advisors, Inc 26%2,441 7,119
NWAM LLC bought4,632 4,632 Omega Financial Group, LLC 4%2,410 58,761
Equitable Holdings, Inc. bought4,625 4,625 Atlantic Trust Group, LLC 14%2,358 14,883
Mokosak Advisory Group, LLC 2%4,575 202,751 WOLVERINE TRADING, LLC 41%2,300 3,300
MML INVESTORS SERVICES, LLC 21%4,520 25,963 Patriot Investment Management Inc. 2%2,258 111,480
FORT PITT CAPITAL GROUP, LLC bought4,479 4,479 Leisure Capital Management 9%2,244 23,198
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought4,412 4,412 Asset Advisors Investment Management, LLC 13%2,231 15,596
DUNCKER STREETT & CO INC 31%4,366 18,434 BERKSHIRE ASSET MANAGEMENT INC/PA 13%2,203 14,180
Reitz Capital Advisors LLC bought4,158 4,158 Boltwood Capital Management 36%2,175 3,825
Homrich & Berg bought4,133 4,133 KLINGENSTEIN FIELDS & CO LLC 0%2,170 443,987
Meridian Wealth Partners, LLC bought4,118 4,118 John W. Brooker & Co., CPAs 5%2,157 41,076
Atlas Private Wealth Management bought4,011 4,011 Nikulski Financial, Inc. 5%2,131 37,990
PROFFITT & GOODSON INC bought3,865 3,865 Landmark Financial Advisors, LLC 15%2,094 12,193
Fiduciary Group LLC bought3,817 3,817 Joseph P. Lucia & Associates, LLC 6%2,027 31,327
Global Strategic Investment Solutions, LLC 16%3,772 26,681 DeGreen Capital Management LLC 8%2,019 23,720
FORTE CAPITAL LLC /ADV bought3,759 3,759 AYRSHIRE ASSOCIATES INC 12%1,987 14,026
Blue Chip Wealth Management, Inc. bought3,702 3,702 MADISON WEALTH MANAGEMENT 27%1,977 5,409
Investors Research Corp 14%3,626 29,412 FAGAN ASSOCIATES, INC. 24%1,974 6,402
Vivaldi Capital Management, LLC 27%3,602 16,938 American Investment Services, Inc. 6%1,948 29,236
Valmark Advisers, Inc. 13%3,490 30,809 Parkside Financial Bank & Trust 31%1,917 4,368
Kathmere Capital Management, LLC bought3,441 3,441 Baldrige Asset Management LLC 9%1,794 18,728
LifeSteps Financial, Inc. bought3,400 3,400 DELTA ASSET MANAGEMENT LLC/TN 98%1,751 36
Financial Network 20%3,390 20,741 Sculati Wealth Management, LLC 3%1,665 55,487
SAWGRASS ASSET MANAGEMENT LLC bought3,351 3,351 HBK Sorce Advisory LLC 4%1,557 40,614
LBMC INVESTMENT ADVISORS, LLC bought3,286 3,286 ANDERSON FISHER LLC 17%1,545 7,729
HPM Partners LLC bought3,241 3,241 Buckingham Asset Management, LLC 20%1,488 5,909
Tortoise Investment Management, LLC 24%3,225 16,746 ISLAY CAPITAL MANAGEMENT, LLC 46%1,441 1,713
Wealth Architects, LLC 9%3,195 40,416 FCA CORP /TX 6%1,438 20,705
Jacobsen Capital Management bought3,186 3,186 Cypress Wealth Services, LLC 12%1,419 10,250
Pure Financial Advisors, Inc. bought3,146 3,146 Somerset Group LLC 27%1,408 3,754
Pensionmark Financial Group, LLC bought3,119 3,119 Milestone Group, Inc. 17%1,399 6,679
CABOT MONEY MANAGEMENT INC 12%3,060 28,318 PARSONS CAPITAL MANAGEMENT INC/RI 24%1,398 4,501
COMMONWEALTH EQUITY SERVICES, LLC. 4%2,860 68,168 VISTA CAPITAL PARTNERS, INC. 18%1,372 6,208
Diligent Investors, LLC 12%2,800 25,978 Capital Advantage, Inc. 16%1,341 6,966
Provident Wealth Management, LLC 11%2,690 27,752 Windsor Group LTD 16%1,340 7,151
STRATEGIC CAPITAL ADVISERS, INC. 10%2,583 29,368 Carnegie Capital Asset Management, LLC 18%1,311 6,115
NEXT Financial Group, Inc 49%2,507 7,639 TRUSTCORE FINANCIAL SERVICES, LLC 31%1,286 2,874
EWG Elevate Inc. 6%2,451 40,575 Fortis Capital Management LLC 18%1,269 5,624
Integrated Advisors Network LLC 13%2,437 21,869 HCR Wealth Advisors 62%1,248 759
MISSION WEALTH MANAGEMENT, LLC 5%2,430 50,704 Arcus Capital Partners, LLC 7%1,245 16,348
WISCONSIN CAPITAL MANAGEMENT LLC 20%2,300 14,000 PITTENGER & ANDERSON INC 5%1,231 24,900
FRANKLIN RESOURCES INC bought2,300 2,300 SIGMA INVESTMENT COUNSELORS INC 12%1,228 9,024
YorkBridge Wealth Partners, LLC 11%2,231 22,311 Sunburst Financial Group, LLC 16%1,221 6,475
PINNACLE ASSOCIATES LTD 14%2,220 17,571 Bartlett & Co. LLC 4%1,200 28,568
SHEETS SMITH & ASSOCIATES INC 44%2,048 6,669 PACIFIC SUN FINANCIAL CORP 14%1,200 7,485
Manchester Capital Management LLC 42%2,000 6,800 Asset Dedication, LLC 1%1,197 87,094
Camelot Portfolios, LLC 25%1,987 9,920 Stratos Wealth Partners, LTD. 20%1,180 4,842
McMahon Financial Advisors, LLC bought1,948 1,948 Brouwer & Janachowski, LLC 12%1,179 8,310
BENJAMIN F. EDWARDS & COMPANY, INC. 125%1,858 3,343 OPTIMUM INVESTMENT ADVISORS 78%1,135 313
Summit Asset Management, LLC 7%1,851 28,979 CVA Family Office, LLC 11%1,109 9,189
CABANA LLC bought1,832 1,832 PFG Advisors 21%1,020 3,754
Jentner Corp 32%1,831 7,582 TRUEWEALTH LLC 37%1,012 1,733
Litman Gregory Asset Management LLC 16%1,702 12,310 Cambridge Advisors Inc. 6%969 14,532
ASSOCIATED BANC-CORP 4%1,701 41,473 Evensky & Katz, Inc. 11%950 7,538
West Oak Capital, LLC 48%1,688 5,199 CANTOR FITZGERALD INVESTMENT ADVISER L.P. 2%946 42,976
Armor Investment Advisors, LLC 11%1,517 14,992 MERIDIAN MANAGEMENT CO 1%933 138,119
361 CAPITAL LLC 16%1,464 10,815 Northwest Capital Management Inc 15%926 5,057
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2%1,360 81,869 McAdam, LLC 4%918 21,854
APPLETON PARTNERS INC/MA 3%1,348 50,870 FOSTER & MOTLEY INC 16%912 4,826
Tradewinds Capital Management, LLC 1%1,337 110,446 BESSEMER GROUP INC sold907 0
Triangle Securities Wealth Management 7%1,329 21,709 Laurel Wealth Advisors LLC 12%820 5,980
FormulaFolio Investments, LLC 10%1,314 15,052 Buffington Mohr McNeal 12%817 5,899
HHM Wealth Advisors, LLC 3%1,309 46,215 Burleson & Company, LLC 7%762 10,138
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 5%1,301 25,137 BANK OF MONTREAL /CAN/ 4%752 20,517
Financeware, Inc. 19%1,268 8,115 Newman Dignan & Sheerar, Inc. 2%750 49,109
Perigon Wealth Management, LLC 6%1,230 22,738 SJA Financial Advisory, LLC 16%734 3,813
Boyer & Corporon Wealth Management, LLC 27%1,191 5,594 INVESTMENT SECURITY GROUP INC /CO/ /ADV 3%722 25,790
Koshinski Asset Management, Inc. 3%1,137 41,800 Capital Asset Advisory Services LLC 71%713 292
Costello Asset Management, INC bought1,076 1,076 Financial Architects, Inc 7%688 9,004
FARMERS & MERCHANTS INVESTMENTS INC bought1,072 1,072 GLENMEDE TRUST CO NA 78%688 194
CRA Financial Services, LLC 8%1,050 13,446 Penobscot Investment Management Company, Inc. 13%682 4,750
Element Wealth, LLC 2%1,046 47,394 YCMNET ADVISORS INC 8%664 7,352
Lighthouse Financial Advisors, Inc. 2%1,043 57,005 Sowell Financial Services LLC 20%655 2,590
Curtis Advisory Group, LLC 17%1,009 6,835 Stearns Financial Services Group 8%644 7,728
Bouchey Financial Group Ltd 1%968 138,426 Rosenberg Matthew Hamilton sold640 0
NORTH STAR ASSET MANAGEMENT INC 1%887 122,025 Roundview Capital LLC 5%637 11,331
Financial Advocates Investment Management 12%881 8,056 Carmichael Hill & Associates, Inc. 2%635 29,739
Kavar Capital Partners, LLC 2%858 42,769 ROWLAND CARMICHAEL ADVISORS INC /ADV 17%629 2,977
Ifrah Financial Services, Inc. 8%836 11,778 Hanson McClain, Inc. 99%598 5
Pinnacle Wealth Management Advisory Group, LLC 9%790 9,888 Firestone Capital Management 7%582 7,412
GABLES CAPITAL MANAGEMENT INC. bought757 757 Wealthcare Advisory Partners LLC sold562 0
Bogart Wealth, LLC 12%727 6,828 Gainplan LLC 10%554 4,849
Confluence Wealth Management LLC 1%701 78,505 Ledyard National Bank 12%547 4,070
WAGNER CAPITAL MANAGEMENT CORP 4%700 18,305 Front Row Advisors LLC 12%546 4,072
GPM Growth Investors, Inc. 4%673 16,543 Madden Advisory Services, Inc. 7%537 6,822
Valeo Financial Advisors, LLC 62%644 1,678 Van Hulzen Asset Management, LLC 7%535 7,446
WELLS FARGO & CO/MN 0%592 179,087 ATTICUS WEALTH MANAGEMENT, LLC sold527 0
Great Diamond Partners, LLC 13%572 5,065 MBE Wealth Management, LLC sold505 0
Community Bank, N.A. 2%539 34,241 D.B. Root & Company, LLC 2%499 24,592
Liberty Capital Management, Inc. 5%522 10,856 Salomon & Ludwin, LLC sold490 0
SRS Capital Advisors, Inc. bought520 520 MANCHESTER FINANCIAL INC 6%489 7,372
Harborview Advisors, LLC 3%509 16,413 HoyleCohen, LLC 4%477 10,198
CLEAR INVESTMENT RESEARCH, LLC 9%502 6,317 Glassman Wealth Services sold473 0
Acorn Wealth Advisors, LLC 7%496 7,568 GHP Investment Advisors, Inc. 8%471 5,667
Carolina Wealth Advisors, LLC 1%489 58,477 Broadleaf Partners, LLC 2%461 23,474
Astoria Strategic Wealth, Inc. 6%483 8,526 Legacy Bridge, LLC 8%440 5,265
Capital Analysts, Inc. 113%480 904 Vista Private Wealth Partners. LLC 1%436 68,413
Courage Miller Partners, LLC 1%477 66,499 US BANCORP DE 20%432 1,689
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 11%473 4,769 Cutler Group LP sold400 0
SMITHBRIDGE ASSET MANAGEMENT INC/DE 1%450 36,556 Patton Albertson & Miller, LLC 2%392 16,169
STIFEL FINANCIAL CORP bought444 444 MITCHELL CAPITAL MANAGEMENT CO 5%385 8,078
Lenox Wealth Advisors, Inc. 14,767%443 446 CAPITAL INSIGHT PARTNERS, LLC 2%358 19,489
NBT BANK N A /NY 7%405 6,595 Larson Financial Group LLC 12%345 2,523
CWM, LLC 12%388 3,618 Triton Wealth Management, PLLC 8%333 4,081
Campbell Wealth Management 8%384 5,488 Versant Capital Management, Inc sold318 0
LEAVELL INVESTMENT MANAGEMENT, INC. 1%380 36,177 Mengis Capital Management, Inc. 2%304 14,668
NAPLES GLOBAL ADVISORS, LLC 4%365 10,015 Wealth Quarterback LLC sold279 0
Stratos Wealth Advisors, LLC 2%353 15,011 CITIGROUP INC 68%251 120
Financial Advantage, Inc. bought304 304 Danda Trouve Investment Management, Inc. 97%227 7
SIGNATUREFD, LLC 130%301 532 DDD Partners, LLC 4%223 4,898
Vectors Research Management, LLC bought289 289 ALTFEST L J & CO INC 5%207 4,183
Alpha Omega Wealth Management LLC 1%288 25,036 Plante Moran Financial Advisors Ltd Partnership 81%191 44
ARBOR TRUST WEALTH ADVISORS, LLC 1%286 37,812 Providence Wealth Advisors, LLC 1%190 34,282
Taylor, Cottrill, Erickson & Associates, Inc. 6%255 4,193 Massey, Quick & Co., LLC 45%190 235
Patriot Financial Group Insurance Agency, LLC 6%255 4,285 Private Ocean, LLC 34%178 353
S.A. Mason LLC 3%252 7,525 Ironwood Wealth Management, llc 1%155 13,430
Chicago Partners Investment Group LLC 5%244 4,803 LifePlan Financial Group, Inc 33%153 306
ProVise Management Group, LLC 0%221 150,227 ASSET PLANNING SERVICES INC /LA/ /ADV 1%150 12,610
Hendershot Investments Inc. 6%219 3,940 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2%131 7,578
Gleason Group, Inc. bought212 212 Covington Capital Management 40%128 190
HM PAYSON & CO bought210 210 Bedel Financial Consulting, Inc. 5%118 2,124
Elm Partners Management LLC bought205 205 Chevy Chase Trust Holdings, Inc. 1%116 14,813
Truvestments Capital LLC bought200 200 BLAIR WILLIAM & CO/IL 14%114 687
Parsec Financial Management, Inc. 0%196 49,467 FineMark National Bank & Trust 1%86 10,660
Bowling Portfolio Management LLC 2%177 8,129 REILLY FINANCIAL ADVISORS, LLC 5%86 1,742
CALTON & ASSOCIATES, INC. 3%176 5,957 Aptus Capital Advisors, LLC 4%81 1,772
JFS WEALTH ADVISORS, LLC 0%176 38,406 Armbruster Capital Management, Inc. 1%75 6,306
Chesapeake Wealth Management 0%163 42,890 Hoover Financial Advisors, Inc. 2%73 4,594
Garrison Financial Corp 0%145 36,971 J P MORGAN CHASE & CO sold72 0
Twele Capital Management, Inc. 1%144 11,767 Carlson Capital Management 1%64 4,659
HOEY INVESTMENTS, INC bought143 143 EPG Wealth Management LLC sold50 0
Elwood & Goetz Wealth Advisory Group, LLC 2%143 7,217 CBIZ Investment Advisory Services, LLC 6%49 773
Pegasus Asset Management, Inc. 2%140 8,741 Lido Advisors, LLC 0%49 13,660
EVOKE WEALTH, LLC bought127 127 Starfire Investment Advisers, Inc. 0%47 96,980
Cetera Investment Advisers 2%112 6,150 Rock Point Advisors, LLC 1%45 4,757
Bank of New York Mellon CORP 2%107 4,445 CONDOR CAPITAL MANAGEMENT 0%44 19,823
LIBERTY WEALTH MANAGEMENT LLC bought106 106 National Asset Management, Inc. 1%43 5,098
Ellevest, Inc. 85%103 224 Rockefeller Capital Management L.P. 2%41 2,152
McIlrath & Eck, LLC bought102 102 Concannon Wealth Management, LLC sold40 0
Lenox Wealth Management, Inc. 25%98 497 Steward Partners Investment Advisory, LLC 7%37 474
Summit Financial, LLC 1%98 9,594 Providence Capital Advisors, LLC sold37 0
American Financial Advisors, LLC 2%86 5,102 Fulton Breakefield Broenniman LLC 0%27 16,963
Zions Bancorporation, N.A. bought84 84 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0%20 7,192
VALICENTI ADVISORY SERVICES INC 1%83 12,377 AlphaCore Capital LLC 31%18 40
Abacus Planning Group, Inc. 1%80 14,188 Arete Wealth Advisors, LLC 0%16 4,018
SYM FINANCIAL CORPORATION bought77 77 Cedar Mountain Advisors, LLC 5%14 242
Opus Capital Group, LLC 1%76 9,519 Red Door Wealth Management, LLC 1%12 838
Procyon Private Wealth Partners, LLC bought75 75 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0%10 10,190
Sonora Investment Management, LLC 270%73 100 TOMPKINS FINANCIAL CORP sold8 0
FIFTH THIRD BANCORP 20%69 417 Stockman Asset Management 0%5 8,341
Heritage Way Advisors, LLC 1%69 6,315 Merit Financial Group, LLC no change 3,935
CENTAURUS FINANCIAL, INC. 2%63 3,134 Acropolis Investment Management, LLC no change 3,884
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought60 60 F3Logic, LLC no change 4,298
Global Retirement Partners, LLC 2%51 2,678 SAGE RHINO CAPITAL LLC no change 4,550
TIEMANN INVESTMENT ADVISORS, LLC 1%50 5,363 Premier Asset Managment LLC no change 4,100
CARRET ASSET MANAGEMENT 1%45 4,032 BLB&B Advisors, LLC no change 10,167
Westside Investment Management, Inc. bought29 29 PNC FINANCIAL SERVICES GROUP INC no change 42
Golden State Wealth Management, LLC bought24 24 MAINSTAY CAPITAL MANAGEMENT LLC /ADV no change 19,860
OXFORD FINANCIAL GROUP LTD 0%21 4,767 Curbstone Financial Management Corp no change 88,510
Center for Financial Planning, Inc. 72%21 50 Nicollet Investment Management, Inc. no change 21,435
Financial Management Professionals, Inc. 58%14 38 DEUTSCHE BANK AG no change 600
Shone Asset Management LLC 0%14 4,135 Cohen Klingenstein, LLC no change 31,320
CITIZENS FINANCIAL GROUP INC/RI 0%12 7,642 Providence First Trust Co no change 28,006
Jacobi Capital Management LLC bought10 10 Palisade Asset Management, LLC no change 15,775
Evanson Asset Management, LLC 0%8 4,717 THRIVENT FINANCIAL FOR LUTHERANS no change 14,489
Murphy, Middleton, Hinkle & Parker, Inc. 0%6 5,161 Lakeview Capital Partners, LLC no change 7,831
FMR LLC bought4 4 GILLESPIE ROBINSON & GRIMM INC no change 6,695
PINNACLE FINANCIAL PARTNERS INC 0%4 2,411 DAVIDSON TRUST CO no change 6,565
FIRST HAWAIIAN BANK 0%3 52,567 Spectrum Management Group, Inc. no change 8,490
Berman Capital Advisors, LLC 0%2 648 Maxim Capital Management LLC no change 9,045
Financial Strategy Network, LLC 0%2 3,950 Resources Investment Advisors, Inc. no change 5,108
KINGS POINT CAPITAL MANAGEMENT 0%2 1,575 WHITTIER TRUST CO no change 9,225
Selective Wealth Management 0%2 938 Dorsey & Whitney Trust CO LLC no change 5,725
Barrett Asset Management, LLC 0%1 451 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 900
Ancora Advisors, LLC 0%1 356 Certified Advisory Corp no change 418
CAROLINAS WEALTH CONSULTING LLC 0%1 1,392 Gs Investments, Inc. no change 142
TD Capital Management LLC no change 169
Gradient Investments LLC no change 181
Horrell Capital Management, Inc. no change 88
NORTHERN OAK CAPITAL MANAGEMENT INC no change 81
Sugarloaf Wealth Management, LLC no change 464
FLAGSHIP HARBOR ADVISORS, LLC no change 56
Capital Advisors, Ltd. LLC no change 62
BELLEVUE ASSET MANAGEMENT, LLC no change 74
THOMPSON SIEGEL & WALMSLEY LLC no change 190
Disciplined Investments, LLC no change 344
Cascade Investment Advisors, Inc. no change 230
PIN OAK INVESTMENT ADVISORS INC no change 275
Spence Asset Management no change 288
Global Wealth Management Investment Advisory, Inc. no change 321
Carroll Financial Associates, Inc. no change 219
QUANTUM CAPITAL MANAGEMENT no change 215
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC no change 338
Baystate Wealth Management LLC no change 198
NWK Group, Inc. no change 211
TRUE Private Wealth Advisors no change 478
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 25
Independence Advisors, LLC no change 652
Summit Investment Advisors, Inc. no change 580
CFG Asset Management LLC no change 1
Efficient Wealth Management LLC no change 3
TCI Wealth Advisors, Inc. no change 693
HOWE & RUSLING INC no change 739
Sandy Spring Bank no change 1,942
Column Capital Advisors, LLC no change 1,158
Capital Directions Investment Advisors, LLC no change 1,118
Kistler-Tiffany Companies, LLC no change 315
ABSOLUTE INVESTMENT MANAGEMENT LLC no change 3
Pflug Koory, LLC no change 514
CX Institutional no change 17
CONTRAVISORY INVESTMENT MANAGEMENT, INC. no change 17
OGOREK ANTHONY JOSEPH /NY/ /ADV no change 23
Cypress Capital Management LLC (WY) no change 25
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 16
Lehman & Derafelo Financial Resources LLC no change 11
Blume Capital Management, Inc. no change 508
TSFG, LLC no change 8
Beacon Capital Management, Inc. no change 10
BDO Wealth Advisors, LLC no change 1,957
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