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STOCK TICKER:
SCHWAB U.S. LARGE-CA   (ticker: SCHX)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 167,247,790
Previous Holdings: 87,399,065
Change: 91.36%
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)
QS Investors, LLC bought1,796,417 1,796,417 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold1,381,374 0
AJ WEALTH STRATEGIES, LLC bought1,527,568 1,527,568 Sequoia Financial Advisors, LLC sold720,277 0
Laidlaw Wealth Management LLC bought1,368,050 1,368,050 Sontag Advisory, LLC sold634,700 0
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought862,925 862,925 SEI INVESTMENTS CO 3%495,954 18,260,643
Foster Victor Wealth Advisors, LLC bought579,976 579,976 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 26%366,879 1,034,560
AMERIPRISE FINANCIAL INC bought572,767 572,767 Jaffetilchin Investment Partners, LLC 99%266,192 1,837
Pinkerton Retirement Specialists, LLC bought547,386 547,386 Pennsylvania Trust Co 98%228,114 4,000
Cresset Asset Management, LLC bought526,598 526,598 Almanack Investment Partners, LLC. 46%192,136 227,486
BB&T CORP bought519,488 519,488 CWH Capital Management, Inc. 89%158,845 20,443
PIERSHALE FINANCIAL GROUP, INC. bought498,285 498,285 SWS Partners sold127,724 0
HBK Sorce Advisory LLC 23%494,417 2,624,150 BSC PRIVATE WEALTH MANAGEMENT, LLC 38%121,209 196,434
Alliance Wealth Management Group bought442,845 442,845 Advanced Asset Management Advisors Inc 30%120,000 281,700
BANK OF AMERICA CORP /DE/ bought376,969 376,969 Vishria Bird Financial Group, LLC 97%118,462 3,468
BlueSky Wealth Advisors, LLC 35%317,814 1,228,841 ENVESTNET ASSET MANAGEMENT INC 11%108,639 897,217
TrueNorth, Inc. bought291,915 291,915 COOPER/HAIMS ADVISORS, LLC 23%102,953 335,851
MORGAN STANLEY bought289,560 289,560 tru Independence LLC sold95,464 0
Pinnacle Advisory Group, Inc. bought258,173 258,173 CCG WEALTH MANAGEMENT, LLC 74%89,252 31,881
Meridian Wealth Partners, LLC bought248,499 248,499 BRONFMAN E.L. ROTHSCHILD, L.P. 13%79,606 552,979
Beacon Pointe Advisors, LLC 185%247,922 381,952 Madden Advisory Services, Inc. 62%78,804 48,673
Gratus Capital LLC 5,469%219,289 223,299 Your Advocates Ltd., LLP 67%65,776 32,722
ROYAL BANK OF CANADA bought213,589 213,589 Columbus Macro, LLC 39%63,432 99,492
Orgel Wealth Management, LLC 210%208,042 307,036 MERCER GLOBAL ADVISORS INC /ADV 22%57,377 201,209
Grant Street Asset Management, Inc. bought172,543 172,543 Iwamoto, Kong & Co., Inc. 8%54,026 598,648
Prime Capital Investment Advisors, LLC 11%167,015 1,647,255 PRIVATE CAPITAL MANAGEMENT LLC 100%53,360 49
Frontier Wealth Management LLC 78%165,794 378,314 Wakefield Asset Management LLLP sold50,865 0
Charles Schwab Investment Advisory, Inc. bought162,888 162,888 McMahon Financial Advisors, LLC 95%47,936 2,331
RIVERSEDGE ADVISORS, LLC 60%142,655 380,082 Newport Wealth Strategies, Inc. 46%47,688 55,175
MONETA GROUP INVESTMENT ADVISORS INC 21%141,476 826,194 First Allied Advisory Services, Inc. 41%44,879 64,443
Campbell Wealth Management 8%139,186 1,838,023 Mariner Wealth Advisors, LLC 2%41,470 1,955,210
Ascension Capital Advisors, Inc. bought127,486 127,486 JANE STREET GROUP, LLC 56%40,971 31,935
WEALTHSOURCE PARTNERS, LLC 18%123,041 811,805 Hurlow Wealth Management Group, Inc. 66%40,868 21,039
AMI INVESTMENT MANAGEMENT INC bought120,648 120,648 Richard Bernstein Advisors LLC 59%40,763 28,817
Creative Planning 3%117,828 3,586,173 SPRENG CAPITAL MANAGEMENT, INC. 66%33,167 17,169
55I, LLC 343%113,768 146,913 Trexquant Investment LP sold33,135 0
SALEM INVESTMENT COUNSELORS INC bought103,938 103,938 VALLEY NATIONAL ADVISERS INC 10%32,110 290,161
Jackson Wealth Management, LLC bought103,857 103,857 Sensible Financial Planning & Management, LLC. 18%31,911 143,245
Phocas Financial CORP bought96,072 96,072 Riverpoint Wealth Management Holdings, LLC 69%31,568 14,507
SUNRISE PARTNERS LLC /CT bought83,797 83,797 AdvicePeriod, LLC sold28,898 0
Ironwood Wealth Management, LLC. bought83,221 83,221 Massey, Quick & Co., LLC 60%28,363 19,051
APPLETON GROUP WEALTH MANAGEMENT LLC 110%82,959 158,616 CABOT MONEY MANAGEMENT INC 11%27,643 221,089
Baker Avenue Asset Management, LP 422%81,809 101,176 BRINKER CAPITAL INC 7%26,418 352,420
Financial Management Professionals, Inc. 10%75,591 807,852 Cypress Wealth Services, LLC 52%26,039 23,607
Tower Research Capital LLC bought75,510 75,510 FIRST MERCANTILE TRUST CO 3%25,544 965,126
HighTower Advisors, LLC 19%75,288 471,337 Relaxing Retirement Coach 14%25,531 152,586
ATLANTA FINANCIAL ASSOCIATES LLC /ADV bought75,161 75,161 Matrix Trust Co 6%25,330 414,320
Susquehanna International Group, LLP 534%72,153 85,653 Sharkey, Howes & Javer 17%24,541 119,351
Charles Schwab Trust Co 70%70,900 171,569 TOTAL INVESTMENT MANAGEMENT INC sold24,155 0
Adams Wealth Management 16%69,879 513,566 Capital Wealth Planning, LLC 79%23,497 6,422
Belpointe Asset Management LLC bought68,427 68,427 Apollon Wealth Management, LLC 76%23,165 7,135
FDx Advisors, Inc. bought60,651 60,651 Dynamic Advisors Solutions LLC 12%23,024 171,111
WELLS FARGO & CO/MN 29%60,246 270,288 Pacific Edge Advisors, LLC 3%21,584 723,080
BIDWELL C M & ASSOCIATES LTD/ bought58,462 58,462 Game Plan Financial Advisors, LLC sold20,378 0
Kohmann Bosshard Financial Services, LLC 19%57,244 352,668 PARAMETRIC PORTFOLIO ASSOCIATES sold19,694 0
Budros, Ruhlin & Roe, Inc. 21%53,798 314,141 PagnatoKarp Partners LLC 32%19,312 40,716
LITTLE HOUSE CAPITAL LLC bought48,636 48,636 YCMNET ADVISORS INC 18%17,986 79,293
Legacy Private Trust Co. 980%48,510 53,460 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 81%17,543 4,139
MADDEN SECURITIES Corp bought44,005 44,005 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 68%17,431 8,095
Opus Capital Group, LLC bought42,845 42,845 CAPITAL ONE FINANCIAL CORP 11%17,125 144,276
SVA Plumb Wealth Management, LLC 4%42,644 1,054,269 PNC FINANCIAL SERVICES GROUP INC sold15,396 0
Southern Wealth Management, LLP 726%42,347 48,183 V Wealth Management,LLC sold15,233 0
Towercrest Capital Management 10%39,587 442,845 IFP Advisors, Inc 15%15,062 87,336
Raymond James Financial Services Advisors, Inc. bought39,431 39,431 GW HENSSLER & ASSOCIATES LTD 28%14,743 38,518
Van Cleef Asset Management,Inc bought38,807 38,807 FINANCIAL CONSULATE, INC 7%14,320 184,534
H D Vest Advisory Services 863%38,218 42,647 Lighthouse Financial Advisors, Inc. 3%13,655 524,838
Trinity Legacy Partners LLC 33%37,177 148,913 MAI Wealth Advisors 11%13,264 105,382
OHE FINANCIAL INC bought36,855 36,855 Bangor Savings Bank 3%12,970 502,888
FINANCIAL ADVISORY CORP /UT/ /ADV bought35,634 35,634 ASPIRIANT, LLC 20%12,713 49,326
Asset Dedication, LLC 22%35,248 192,472 Merriman Wealth Management, LLC 27%12,676 35,115
SAGE FINANCIAL GROUP INC 1%32,328 3,717,795 SHINE INVESTMENT ADVISORY SERVICES INC 48%12,657 13,820
BALLAST ADVISORS LLC 28%32,186 145,681 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 11%12,306 101,881
HOLLENCREST SECURITIES LLC bought31,436 31,436 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4%11,901 255,359
COLTON GROOME FINANCIAL ADVISORS, LLC 111%31,117 59,132 Black Diamond Financial, LLC 7%11,654 154,174
LPL Financial CORP 4%30,038 704,202 Gradient Capital Advisors, LLC 15%11,470 64,886
McAdam, LLC 4%29,499 776,661 Elgethun Capital Management 32%11,364 23,829
QCI ASSET MANAGEMENT INC/NY 26%29,336 143,555 Bristlecone Advisors, LLC 4%10,930 246,296
Elmwood Wealth Management, Inc. bought28,728 28,728 Resources Investment Advisors, Inc. 10%10,598 97,921
St. Louis Trust Co bought26,133 26,133 Cedar Brook Financial Partners, LLC sold10,589 0
Rockbridge Investment Management, LCC bought25,081 25,081 Brio Consultants, LLC 12%10,069 73,073
Bowling Portfolio Management LLC 25%24,088 119,600 AlphaStar Capital Management, LLC 41%9,796 14,283
Buffington Mohr McNeal 8%24,019 315,539 Next Capital Management LLC 14%9,091 54,413
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2%23,973 1,226,613 UMA Financial Services, Inc. 34%8,955 17,162
Aurum Wealth Management Group, LLC 28%23,119 105,035 Lee Financial CORP 7%8,613 106,764
PHILLIPS FINANCIAL MANAGEMENT, LLC bought21,851 21,851 Aurora Private Wealth, Inc. 45%8,543 10,468
Waterloo Capital, L.P. bought20,587 20,587 KLINGENSTEIN FIELDS & CO LLC 14%8,274 50,186
Schneider Downs Wealth Management Advisors, LP 19%20,542 129,637 BerganKDV Wealth Management, LLC 7%7,699 98,539
DROMS STRAUSS ADVISORS INC /MO/ /ADV 64%20,311 52,163 Advisory Alpha, LLC 16%7,674 39,999
CVA Family Office, LLC 36%20,264 76,638 SFMG, LLC 7%7,429 93,735
MCF Advisors LLC 27%20,123 93,913 Successful Portfolios LLC 29%7,269 18,007
Clear Creek Financial Management, LLC bought19,939 19,939 Red Door Wealth Management, LLC 5%7,125 146,562
LAZARD ASSET MANAGEMENT LLC bought19,657 19,657 INVESTMENT SECURITY GROUP INC /CO/ /ADV 1%6,977 825,857
MONEYWISE, INC. 7%18,679 296,350 Courage Miller Partners, LLC 2%6,842 410,164
Northwest Quadrant Wealth Management, LLC 3%18,329 715,647 Stearns Financial Services Group 87%6,598 953
Eidelman Virant Capital bought18,173 18,173 COMMERCE BANK N A/MO sold6,336 0
PLANNING ALTERNATIVES LTD /ADV 4%18,026 499,778 RMB Capital Management, LLC sold6,124 0
LAKE STREET ADVISORS GROUP, LLC 29%17,585 78,636 COLDSTREAM CAPITAL MANAGEMENT INC 4%5,808 149,848
Moisand Fitzgerald Tamayo, LLC bought17,298 17,298 Ancora Advisors, LLC 1%5,785 389,868
DDD Partners, LLC bought17,003 17,003 Financeware, Inc. 19%5,744 24,632
Kalos Management, Inc. bought16,782 16,782 Taylor, Cottrill, Erickson & Associates, Inc. 31%5,691 12,453
Advisory Services Network, LLC bought16,474 16,474 J. L. Bainbridge & Co., Inc. sold5,684 0
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought15,840 15,840 Resource Management, LLC sold5,498 0
OLD MISSION CAPITAL LLC bought15,471 15,471 CAPTRUST FINANCIAL ADVISORS 3%5,403 178,581
RED CEDAR INVESTMENT MANAGEMENT, LLC 3%15,161 464,178 Milestone Group, Inc. 12%5,371 38,029
FORT PITT CAPITAL GROUP, LLC bought14,443 14,443 D.B. Root & Company, LLC 3%5,303 200,444
KCM INVESTMENT ADVISORS LLC 135%14,023 24,403 ALESCO ADVISORS LLC 8%5,266 64,624
Tatro Capital, LLC bought13,742 13,742 UNIONBANCAL CORP 9%5,157 54,402
Financial Engines Advisors L.L.C. 171%13,565 21,502 Reitz Capital Advisors LLC 53%5,141 4,651
Peak Asset Management, LLC bought13,521 13,521 R. W. Roge & Company, Inc. 3%5,139 164,813
Sound View Wealth Advisors Group, LLC 25%13,260 67,343 BERKSHIRE ASSET MANAGEMENT INC/PA 27%5,116 14,061
Eagle Capital Management, LLC 53%13,075 37,713 Arcus Capital Partners, LLC 11%5,110 40,386
Feltz Wealth PLAN Inc. bought12,985 12,985 FIERA SCEPTRE INC. sold4,692 0
COLONY GROUP LLC 5%12,947 291,656 Foresight Wealth Management, LLC sold4,665 0
Jacobsen Capital Management bought12,679 12,679 Peak Financial Management, Inc. 10%4,598 42,093
CFG Asset Management LLC 10%12,050 136,623 Burleson & Company, LLC 4%4,414 103,134
Burt Wealth Advisors 13%12,049 103,770 Landmark Financial Advisors, LLC 12%4,408 33,247
AYRSHIRE ASSOCIATES INC 1%12,030 1,085,801 NovaPoint Capital, LLC sold4,399 0
Vanguard Capital Wealth Advisors bought11,661 11,661 Pinnacle Wealth Planning Services, Inc. sold4,381 0
Koshinski Asset Management, Inc. bought11,404 11,404 VERITY Wealth Advisors 11%4,303 33,980
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16%11,391 84,468 BLUE SQUARE ASSET MANAGEMENT, LLC 60%4,239 2,826
CAPITAL ADVISORS INC/OK bought11,336 11,336 Fortis Capital Management LLC 6%4,080 64,261
Carroll Financial Associates, Inc. 25%11,223 56,627 LEAVELL INVESTMENT MANAGEMENT, INC. 2%3,951 240,343
Somerset Group LLC 118%11,004 20,301 Exchange Capital Management, Inc. 4%3,930 93,679
Visionary Wealth Advisors bought10,892 10,892 S.E.E.D. Planning Group LLC 6%3,751 63,359
Legend Financial Advisors, Inc. bought10,809 10,809 Indie Asset Partners, LLC sold3,654 0
Rosenberg Matthew Hamilton 73%10,792 25,554 INTL FCSTONE INC. sold3,629 0
Aspen Investment Management Inc bought10,762 10,762 Sigma Planning Corp 10%3,619 33,911
NORTHERN TRUST CORP bought10,572 10,572 CANTOR FITZGERALD INVESTMENT ADVISER L.P. 1%3,611 238,264
COZAD ASSET MANAGEMENT INC bought10,330 10,330 Vista Private Wealth Partners. LLC 3%3,553 126,195
MA GREENWOOD & ASSOCIATES INC 6%10,215 168,048 Gateway Advisory, LLC sold3,539 0
HENGEHOLD CAPITAL MANAGEMENT LLC 14%10,184 84,775 Northwest Capital Management Inc 13%3,529 24,185
Triangle Securities Wealth Management 23%10,002 53,034 Lutz Financial Services LLC 12%3,524 25,903
NORTH STAR ASSET MANAGEMENT INC 6%9,992 163,851 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 14%3,482 21,554
UBS Group AG 3,969%9,604 9,846 Krilogy Financial LLC 6%3,419 57,162
JustInvest LLC bought9,518 9,518 Resonant Capital Advisors, LLC sold3,330 0
Curbstone Financial Management Corp 46%9,510 30,070 Alpha Omega Wealth Management LLC 12%3,319 23,665
Renaissance Technologies(Jim Simons) 67%9,200 23,000 NORTHWEST INVESTMENT COUNSELORS, LLC 3%3,279 91,987
Vivaldi Capital Management, LLC 31%9,063 38,032 ETRADE Capital Management LLC 9%3,100 33,282
FIRST NATIONAL CORP /MA/ /ADV 10%8,724 96,171 Private Advisor Group, LLC 3%3,079 109,879
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought8,703 8,703 Miracle Mile Advisors, LLC 9%3,023 29,282
Geller Family Office Services, LLC bought8,690 8,690 AE Wealth Management LLC 20%3,004 11,813
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought8,596 8,596 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1%2,985 211,982
Financial Advisory Group 44%8,510 27,807 SNS Financial Group, LLC 12%2,946 22,307
Paradigm Financial Partners, LLC bought8,388 8,388 Filbrandt Wealth Management, LLC 1%2,780 365,671
Iron Financial, LLC bought8,356 8,356 TIEDEMANN WEALTH MANAGEMENT, LLC 24%2,760 8,983
Confluence Wealth Management LLC 34%8,310 33,107 Omega Financial Group, LLC 3%2,708 75,244
WAGNER CAPITAL MANAGEMENT CORP 13%8,196 71,527 ANDERSON FISHER LLC 9%2,567 27,228
Aptus Capital Advisors, LLC 15%8,144 61,943 Allen Capital Group, LLC 1%2,525 178,097
LOWE BROCKENBROUGH & CO INC 10%8,095 92,717 Empirical Financial Services, LLC 2%2,451 140,226
BCS Wealth Management 7%7,999 129,195 Beaumont Financial Partners, LLC 11%2,445 19,962
Summit Financial Strategies, Inc. 44%7,966 26,052 Carnick & Kubik Group, LLC 22%2,378 8,254
Altium Wealth Management LLC bought7,766 7,766 Shone Asset Management LLC 11%2,355 18,302
JMG Financial Group, Ltd. 1%7,728 769,794 Barnett & Company, Inc. 29%2,352 5,745
GOLDMAN SACHS GROUP INC bought7,562 7,562 PAPP L ROY & ASSOCIATES 24%2,311 7,263
St. Johns Investment Management Company, LLC 3%7,292 246,458 MBE Wealth Management, LLC sold2,267 0
SMITH, MOORE & CO. bought7,087 7,087 Carlson Capital Management 5%2,205 37,957
Private Portfolio Partners LLC bought7,008 7,008 CONDOR CAPITAL MANAGEMENT 3%2,200 71,860
Integrated Advisors Network LLC 42%6,903 23,182 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 8%2,179 26,662
Kuntz Lesher Capital LLC 1%6,845 629,958 Kavar Capital Partners, LLC 1%2,179 168,642
Modus Advisors, LLC 177%6,561 10,270 JFS WEALTH ADVISORS, LLC 8%2,165 24,248
Praetorian Wealth Management, Inc. bought6,508 6,508 Stratos Wealth Advisors, LLC sold2,162 0
NorthRock Partners, LLC bought6,367 6,367 InterOcean Capital, LLC 5%2,126 38,264
AMG National Trust Bank bought5,994 5,994 SJA Financial Advisory, LLC 6%2,041 34,757
Rehmann Capital Advisory Group bought5,914 5,914 MANCHESTER FINANCIAL INC 2%2,000 113,385
DEUTSCHE BANK AG bought5,868 5,868 LeJeune Puetz Investment Counsel LLC 5%1,973 35,789
ZACKS INVESTMENT MANAGEMENT bought5,817 5,817 Buckingham Asset Management, LLC 19%1,947 8,192
Firestone Capital Management 88%5,746 12,310 Baker Ellis Asset Management LLC sold1,800 0
Stockman Asset Management 12%5,669 51,133 Stony Point Wealth Management Inc. 14%1,730 10,770
Fusion Capital, LLC bought5,663 5,663 M&T BANK CORP 31%1,730 3,870
Newman Dignan & Sheerar, Inc. 4%5,614 160,891 Calamos Advisors LLC 13%1,728 11,261
Santori & Peters, Inc. 16%5,539 40,560 Wealthcare Advisory Partners LLC 11%1,724 13,593
Lenox Wealth Advisors, Inc. 3%5,447 176,884 Western Wealth Management, LLC 6%1,720 25,797
Financial Advisory Service, Inc. 8%5,441 76,332 BAILARD, INC. 4%1,688 37,279
American Money Management, LLC 20%5,282 32,180 AMERITAS INVESTMENT CORP sold1,670 0
MISSION WEALTH MANAGEMENT, LLC 12%5,248 48,117 American Investment Services, Inc. 9%1,647 17,338
Parsec Financial Management, Inc. 1%5,075 487,590 Laurel Wealth Advisors, Inc. 14%1,616 10,165
Manchester Capital Management LLC bought5,060 5,060 Independent Advisor Alliance 23%1,525 5,010
TAP Consulting, LLC bought5,027 5,027 West Oak Capital, LLC 2%1,465 58,165
SHEETS SMITH & ASSOCIATES INC 4%4,781 119,203 Multi-Financial Securities Corp 14%1,460 9,065
FRONTIER INVESTMENT MGMT CO 63%4,719 12,260 ATTICUS WEALTH MANAGEMENT, LLC 88%1,456 208
Baird Financial Group, Inc. bought4,600 4,600 AdvisorNet Financial, Inc 2%1,454 61,535
NWAM LLC bought4,572 4,572 Alley Co LLC 11%1,400 11,399
WEIK INVESTMENT SERVICES INC bought4,545 4,545 CITIGROUP INC 97%1,396 50
COMMONWEALTH EQUITY SERVICES, LLC. 4%4,541 127,814 Versant Capital Management, Inc 21%1,347 5,195
PRIVATE ASSET MANAGEMENT INC bought4,538 4,538 SENTINEL PENSION ADVISORS INC 1%1,333 107,860
FRANKLIN RESOURCES INC bought4,400 4,400 John W. Brooker & Co., CPAs 10%1,294 11,219
Intelligence Driven Advisers, LLC bought4,268 4,268 Edge Capital Group, LLC 3%1,266 47,818
Heritage Wealth Advisors bought4,244 4,244 Personal Capital Advisors Corp 15%1,258 7,384
Tortoise Investment Management, LLC 7%4,230 60,910 Financial Network 5%1,247 23,206
Patriot Investment Management Inc. 4%4,186 106,785 FineMark National Bank & Trust 11%1,225 9,847
Prestige Wealth Management Group LLC 7%4,127 60,216 PIN OAK INVESTMENT ADVISORS INC 55%1,225 1,000
Bank of New York Mellon CORP 15%3,988 30,567 BAINCO INTERNATIONAL INVESTORS sold1,206 0
QUANTLAB CAPITAL MANAGEMENT LTD bought3,672 3,672 Capital Investment Advisors, LLC 30%1,185 2,722
JOHNSON INVESTMENT COUNSEL INC 1%3,643 321,510 Resource Planning Group 26%1,176 3,306
Nachman Norwood & Parrott, Inc bought3,642 3,642 TRUSTCORE FINANCIAL SERVICES, LLC 2%1,174 50,349
GenWealth Group, Inc. 42%3,639 12,407 Windsor Group LTD 5%1,164 24,646
Wealthquest Corp bought3,600 3,600 Roundview Capital LLC 5%1,151 22,790
MISSION CREEK CAPITAL PARTNERS, INC bought3,552 3,552 WASHINGTON TRUST CO sold1,143 0
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8%3,506 45,284 Summit Asset Management, LLC 11%1,140 9,603
Money Matters Financial Group Inc 52%3,500 10,245 Plante Moran Financial Advisors Ltd Partnership 93%1,127 82
QUADRANT CAPITAL GROUP LLC bought3,481 3,481 HOWE & RUSLING INC 39%1,125 1,794
HRT FINANCIAL LLC bought3,450 3,450 BADGLEY PHELPS & BELL INC 17%1,116 5,557
Mutual Advisors, LLC bought3,334 3,334 Tanglewood Wealth Management, Inc. 23%1,093 3,695
GREAT VALLEY ADVISOR GROUP, INC. bought3,290 3,290 LINCOLN NATIONAL CORP 19%1,080 4,593
Pinnacle Family Advisors, LLC bought3,263 3,263 Element Wealth, LLC 2%1,072 46,135
Vision Capital Management, Inc. 47%3,256 10,250 BTR CAPITAL MANAGEMENT INC 12%1,000 7,130
Nicholas Hoffman & Company, LLC. bought3,255 3,255 Wealth CMT 14%992 6,157
Pathway Financial Advisors LLC bought3,177 3,177 BALASA DINVERNO & FOLTZ LLC 23%980 3,237
DAVIDSON D A & CO bought3,164 3,164 PFG Advisors 6%949 14,792
Waldron, LP bought3,154 3,154 Bigelow Investment Advisors, LLC 1%947 63,267
Rikoon Group, LLC bought3,150 3,150 Bouchey Financial Group Ltd 6%938 13,837
Camelot Portfolios, LLC bought3,100 3,100 SIGNATUREFD, LLC 19%899 3,920
Partnervest Advisory Services LLC bought3,073 3,073 Colorado Capital Management, Inc. 14%888 5,520
Lucia Wealth Services, LLC bought3,026 3,026 Legacy Wealth Management, Inc 3%860 30,551
ERn Financial, LLC bought2,943 2,943 VIRIDIAN RIA, LLC 3%859 33,420
Evercore Wealth Management, LLC bought2,937 2,937 Retirement Planning Group 11%856 7,285
APPLETON PARTNERS INC/MA 1%2,911 260,162 Lesa Sroufe & Co 19%844 3,495
RAYMOND JAMES & ASSOCIATES 25%2,909 14,517 Capital Advantage, Inc. 5%832 17,015
Halbert, Hargrove/Russell LLC bought2,907 2,907 PITTENGER & ANDERSON INC 57%820 617
HIGHLAND CAPITAL MANAGEMENT CORP bought2,903 2,903 BFSG, LLC 9%810 8,415
IHT Wealth Management, LLC bought2,899 2,899 FORTE CAPITAL LLC /ADV 2%803 47,272
CFO4Life Group, LLC bought2,863 2,863 DeGreen Capital Management LLC 1%802 62,574
Heartwood Wealth Advisors LLC bought2,860 2,860 Parallel Advisors, LLC 3%797 26,922
LifeSteps Financial, Inc. bought2,857 2,857 Gainplan LLC 4%772 16,694
Northeast Financial Consultants Inc bought2,800 2,800 Strategic Family Wealth Counselors, L.L.C. 1%755 64,298
HOLDERNESS INVESTMENTS CO 29%2,610 11,571 MOTCO 38%750 1,220
Baldrige Asset Management LLC 7%2,564 37,348 People's United Financial, Inc. 5%750 14,008
WOLVERINE TRADING, LLC 26%2,522 12,042 BANK OF MONTREAL /CAN/ 3%728 26,518
STIFEL FINANCIAL CORP bought2,510 2,510 CALTON & ASSOCIATES, INC. 1%714 59,179
Peachtree Investment Partners, LLC bought2,494 2,494 BLAIR WILLIAM & CO/IL 9%703 7,260
MML INVESTORS SERVICES, LLC 26%2,448 11,965 Stordahl Capital Management, Inc. 2%686 33,615
Cypress Capital Group 36%2,365 8,863 SIGMA INVESTMENT COUNSELORS INC 2%653 30,139
Provident Wealth Management, LLC 2%2,308 124,244 Blue Chip Wealth Management, Inc. 14%621 3,683
FOSTER & MOTLEY INC 62%2,236 5,826 MOSELEY INVESTMENT MANAGEMENT INC 13%596 4,165
ASSET PLANNING SERVICES INC /LA/ /ADV 15%2,185 16,730 Glassman Wealth Services 32%591 1,239
Gemmer Asset Management LLC bought2,143 2,143 Laurel Wealth Advisors LLC 4%585 13,994
361 CAPITAL LLC 10%2,120 22,345 Berkshire Money Management, Inc. 8%579 6,842
FARMERS & MERCHANTS INVESTMENTS INC bought2,080 2,080 NEXT Financial Group, Inc sold566 0
Perigon Wealth Management, LLC 3%2,000 61,103 Private Ocean, LLC sold558 0
CWM, LLC 180%1,951 3,034 PUTNAM FL INVESTMENT MANAGEMENT CO 1%542 39,566
Financial Advisors, LLC 4%1,933 48,636 Cutler Group LP 33%500 1,000
Hoover Financial Advisors, Inc. bought1,816 1,816 Rock Point Advisors, LLC 10%450 4,128
ARBOR TRUST WEALTH ADVISORS, LLC 2%1,750 95,237 MidWestOne Financial Group, Inc. 6%445 6,650
MARSHALL FINANCIAL GROUP INC /ADV 1%1,650 228,665 STEWART & PATTEN CO LLC 8%437 4,922
Financial Advocates Investment Management 3%1,634 59,187 TOWNSQUARE CAPITAL LLC 2%436 26,181
MANAGED ACCOUNT SERVICES INC 2%1,610 77,695 Radnor Financial Advisors, LLC 1%412 30,784
Summit Financial, LLC 4%1,605 43,130 PINNACLE ASSOCIATES LTD 3%406 11,969
PROFFITT & GOODSON INC bought1,604 1,604 Capital Directions Investment Advisors, LLC 14%360 2,280
Atlantic Trust Group, LLC 16%1,593 11,794 Kingsview Wealth Management, LLC 2%350 21,387
CLEAR INVESTMENT RESEARCH, LLC 9%1,534 19,293 HCR Wealth Advisors 29%341 835
OARSMAN CAPITAL, INC. 21%1,470 8,620 Gradient Investments LLC 47%323 361
GILL CAPITAL PARTNERS, LLC 38%1,321 4,794 SYNOVUS FINANCIAL CORP 17%292 1,448
OPPENHEIMER & CO INC 7%1,155 18,191 PROEQUITIES, INC. 89%287 37
Summit Place Financial Advisors, LLC 5%1,140 23,651 Capital Investment Advisory Services, LLC 18%285 1,309
FormulaFolio Investments, LLC 5%963 21,941 PARSONS CAPITAL MANAGEMENT INC/RI 7%282 3,740
DUNCKER STREETT & CO INC 4%956 25,687 Tradewinds Capital Management, LLC 7%254 3,582
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6%952 15,788 Ironwood Wealth Management, llc 3%239 9,298
Ifrah Financial Services, Inc. 6%849 14,491 Selective Wealth Management 71%233 96
Valeo Financial Advisors, LLC 7%836 12,334 AlphaCore Capital LLC 9%228 2,309
GODSEY & GIBB ASSOCIATES 12%826 7,617 Balentine LLC sold220 0
Abbrea Capital, LLC 4%818 22,726 MITCHELL CAPITAL MANAGEMENT CO 0%194 53,651
RFG Advisory Group, LLC 10%801 8,923 GHP Investment Advisors, Inc. 3%189 5,692
Johnson Financial Group, Inc. 195%776 1,174 Meridian Wealth Management, LLC 1%178 13,844
Mirador Capital Partners LP 25%775 3,822 LifePlan Financial Group, Inc 13%169 1,156
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7%731 10,682 J P MORGAN CHASE & CO 18%163 742
SevenBridge Financial Group, LLC 10%704 8,058 Front Row Advisors LLC 1%155 25,218
FIFTH THIRD BANCORP 115%685 1,279 Sowell Financial Services LLC 12%151 1,151
ENTERPRISE FINANCIAL SERVICES CORP bought685 685 Capital Bank & Trust Co sold150 0
Carolina Wealth Advisors, LLC 2%678 44,033 Larson Financial Group LLC 3%148 4,134
BOYS ARNOLD & CO INC 11%675 6,644 Lakeview Capital Partners, LLC 2%148 7,513
Garde Capital, Inc. 2%653 36,747 Princeton Global Asset Management LLC 42%146 202
Harborview Advisors, LLC 8%628 8,640 CBIZ Investment Advisory Services, LLC 9%130 1,339
GRIMES & COMPANY, INC. 2%623 33,482 SigFig Wealth Management, LLC 1%121 12,208
Pensionmark Financial Group, LLC 17%622 4,369 Clarity Wealth Advisors, LLC 3%118 4,038
River Wealth Advisors LLC 14%602 5,000 FAGAN ASSOCIATES, INC. 3%116 4,214
Homrich & Berg 9%589 6,930 Paracle Advisors, LLC 1%109 11,096
Janney Montgomery Scott LLC 7%551 8,390 Abacus Planning Group, Inc. 1%95 18,356
Orion Portfolio Solutions, LLC bought543 543 Legacy Bridge, LLC 19%80 340
Adams Chetwood Wealth Management LLC 0%540 262,359 Chicago Partners Investment Group LLC 2%78 4,317
NOVARE CAPITAL MANAGEMENT LLC 7%538 8,254 Global Retirement Partners, LLC 1%78 7,781
Schwab Charitable Fund 19%536 3,410 McKinley Carter Wealth Services, Inc. 1%73 13,373
Patriot Financial Group Insurance Agency, LLC 3%520 19,748 Coastal Investment Advisors, Inc. 1%73 6,366
B & T Capital Management DBA Alpha Capital Management 0%515 115,617 HARTLINE INVESTMENT CORP/ 1%72 5,420
Elm Partners Management LLC bought484 484 EP Wealth Advisors, Inc. 0%70 19,420
SRS Capital Advisors, Inc. bought455 455 PACIFIC CAPITAL WEALTH ADVISORS, INC 0%64 122,878
NAPLES GLOBAL ADVISORS, LLC 5%455 10,102 HoyleCohen, LLC 2%60 3,396
Procyon Private Wealth Partners, LLC bought454 454 Savant Capital Management Inc 1%43 3,849
Stratos Wealth Partners, LTD. 3%434 13,693 Blue Creek Investment Partners, LLC 0%41 35,711
Gleason Group, Inc. bought417 417 Wade Financial Advisory, Inc 1%36 6,751
Mengis Capital Management, Inc. 1%405 40,035 Financial Architects, Inc 0%30 6,327
Sterling Investment Advisors, Ltd. 48%396 1,228 Bartlett & Co. LLC 0%28 51,918
BROWN ADVISORY HOLDINGS INC bought375 375 Providence Capital Advisors, LLC sold28 0
Emery Howard Portfolio Management, Inc. 6%367 6,875 ACCESS FINANCIAL SERVICES, INC. 0%28 214,677
Heritage Way Advisors, LLC 1%365 68,175 CARRET ASSET MANAGEMENT 0%22 7,663
Yale Capital CORP 5%358 7,054 EPG Wealth Management LLC sold12 0
MARIETTA INVESTMENT PARTNERS LLC 10%337 3,738 Sonora Investment Management, LLC 3%12 449
Aull & Monroe Investment Management Corp 4%337 8,350 Silicon Hills Wealth Management, LLC 0%7 7,889
Brand Asset Management Group, Inc. 1%333 61,347 VALICENTI ADVISORY SERVICES INC 0%7 228,590
Financial Advantage, Inc. bought330 330 Vista Wealth Management Group, LLC 0%6 12,016
PEAPACK GLADSTONE FINANCIAL CORP 9%325 4,115 Steward Partners Investment Advisory, LLC 0%4 960
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3%322 10,738 NWK Group, Inc. 0%3 1,643
PBWM Holdings, LLC 0%310 155,781 Global Financial Private Capital, LLC sold1 0
Lido Advisors, LLC 1%300 46,432 One Capital Management, LLC 0%1 4,441
US BANCORP DE 0%287 68,904 Cypress Capital Management LLC (WY) no change 25
Investment Research & Advisory Group, Inc. bought277 277 National Mutual Insurance Federation of Agricultural Cooperatives no change 1,516,000
ProVise Management Group, LLC 0%267 59,170 Cedar Mountain Advisors, LLC no change 22
Principle Wealth Partners LLC bought267 267 FINANCIAL COUNSELORS INC no change 18,228
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought263 263 TOMPKINS FINANCIAL CORP no change 32
SeaCrest Wealth Management, LLC 1%227 20,899 WHITTIER TRUST CO no change 25
National Asset Management, Inc. 1%227 35,454 UNITRIN INC no change 238,368
Carnegie Capital Asset Management, LLC 1%207 18,238 MAINSTAY CAPITAL MANAGEMENT LLC /ADV no change 27,244
Loveless Wealth Management LLC 5%183 3,672 FIRST HAWAIIAN BANK no change 29,195
ABSOLUTE INVESTMENT MANAGEMENT LLC 30%161 706 SAWGRASS ASSET MANAGEMENT LLC no change 64,964
Livingston Group Asset Management CO (operating as Southport Capital Management) 1%160 13,157 Hanson McClain, Inc. no change 11
Jacobi Capital Management LLC bought150 150 PrairieView Partners, LLC no change 14
KINGS POINT CAPITAL MANAGEMENT bought145 145 TSFG, LLC no change 17
LIBERTY WEALTH MANAGEMENT LLC bought134 134 Summit Investment Advisors, Inc. no change 1,190
OXFORD FINANCIAL GROUP LTD 1%130 22,388 Penobscot Investment Management Company, Inc. no change 4,490
Asset Management Group, Inc. 0%123 30,033 Stillwater Capital Advisors, LLC no change 4,371
KEN ROBERTS INVESTMENT MANAGEMENT INC 3%116 3,907 Mayfair Advisory Group, LLC no change 4,905
Armbruster Capital Management, Inc. 1%112 7,796 MEANS INVESTMENT CO., INC. no change 5,000
Capital Advisors, Ltd. LLC 80%109 245 JONES FINANCIAL COMPANIES LLLP no change 5,142
American Financial Advisors, LLC 2%98 5,774 CAPROCK Group, Inc. no change 5,075
INTREPID CAPITAL MANAGEMENT INC 0%96 30,233 Spotlight Asset Group, Inc. no change 3,743
Hochman Cole Investment Advisors, Inc. 2%88 3,778 Fort Sheridan Advisors LLC no change 3,700
Carmichael Hill & Associates, Inc. 0%83 23,534 BELLEVUE ASSET MANAGEMENT, LLC no change 2,873
Westside Investment Management, Inc. bought80 80 NATIONS FINANCIAL GROUP INC, /IA/ /ADV no change 15,583
Joseph P. Lucia & Associates, LLC 1%77 12,888 THRIVENT FINANCIAL FOR LUTHERANS no change 3,323
Pathstone Family Office, LLC bought75 75 Independence Advisors, LLC no change 3,588
ROWLAND CARMICHAEL ADVISORS INC /ADV 4%71 1,691 Armor Investment Advisors, LLC no change 3,663
Pegasus Asset Management, Inc. 1%66 5,207 Single Point Partners, LLC no change 5,423
Hartland & Co., LLC 2%66 3,614 Barrett Asset Management, LLC no change 5,580
Circle Wealth Management, LLC 0%55 50,419 LBMC INVESTMENT ADVISORS, LLC no change 11,721
Evensky & Katz, Inc. 1%53 7,888 HT Partners LLC no change 8,908
Cedar Wealth Management, LLC bought50 50 Column Capital Advisors, LLC no change 11,506
Global Strategic Investment Solutions, LLC 0%48 16,022 PETTYJOHN CO no change 9,769
CABANA LLC bought48 48 Strategic Financial Group, LLC no change 9,867
Maxim Capital Management LLC 0%44 36,068 Sandy Spring Bank no change 11,813
Bedel Financial Consulting, Inc. 1%41 5,694 CYPRESS CAPITAL MANAGEMENT LLC no change 12,388
PALLADIUM PARTNERS LLC 0%40 9,607 DAVIDSON TRUST CO no change 13,095
McIlrath & Eck, LLC bought37 37 TCI Wealth Advisors, Inc. no change 5,652
Gs Investments, Inc. 0%36 7,370 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC no change 6,331
Premier Asset Managment LLC 1%35 5,455 WEDGEWOOD INVESTORS INC /PA/ no change 6,416
Garrison Financial Corp 0%33 16,842 WHITTIER TRUST CO OF NEVADA INC no change 12,394
Davis Capital Management bought32 32 Litman Gregory Asset Management LLC no change 2,160
TRUEWEALTH LLC 0%30 7,466 Pflug Koory, LLC no change 2,070
Red Cedar Capital, LLC 0%28 6,888 BALDWIN BROTHERS INC/MA no change 349
Nicollet Investment Management, Inc. 0%27 59,282 Capital Asset Advisory Services LLC no change 324
Center for Financial Planning, Inc. 6%23 391 FLAGSHIP HARBOR ADVISORS, LLC no change 352
Ausdal Financial Partners, Inc. 0%21 13,978 Disciplined Investments, LLC no change 383
Starfire Investment Advisers, Inc. 0%20 18,595 Spectrum Management Group, Inc. no change 450
BRIDGER CAPITAL MANAGEMENT, LLC 0%19 4,680 Efficient Wealth Management LLC no change 427
Leisure Capital Management 0%15 78,282 Weaver Consulting Group no change 250
Twele Capital Management, Inc. 0%14 13,770 Edge Wealth Management LLC no change 200
BSW Wealth Partners 0%7 4,539 Horrell Capital Management, Inc. no change 101
Slow Capital, Inc. 0%7 12,326 Lehman & Derafelo Financial Resources LLC no change 98
FMR LLC bought7 7 OGOREK ANTHONY JOSEPH /NY/ /ADV no change 138
IEQ CAPITAL, LLC 0%5 13,776 Jackson Hole Capital Partners, LLC no change 150
Affinity Capital Advisors, LLC 0%5 2,978 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC no change 152
Southeast Asset Advisors Inc. 0%5 4,417 BENJAMIN F. EDWARDS & COMPANY, INC. no change 461
BRIGHTON JONES LLC 0%5 14,337 Baystate Wealth Management LLC no change 461
Certified Advisory Corp 0%3 604 Investors Research Corp no change 1,259
BESSEMER GROUP INC 0%3 1,356 GLENMEDE TRUST CO NA no change 1,100
HHM Wealth Advisors, LLC 0%2 7,804 REILLY FINANCIAL ADVISORS, LLC no change 1,425
HighMark Wealth Management LLC 0%1 268 Parkside Financial Bank & Trust no change 1,426
Sullivan, Bruyette, Speros & Blaney, Inc. 0%1 2,797 Sugarloaf Wealth Management, LLC no change 1,468
Highland Private Wealth Management 0%1 7,191 BDO Wealth Advisors, LLC no change 1,036
Bogart Wealth, LLC 1%1 75 HC FINANCIAL ADVISORS INC no change 828
Evanson Asset Management, LLC 0%1 7,637 SMITHFIELD TRUST CO no change 506
HOEY INVESTMENTS, INC no change 484
CAROLINAS WEALTH CONSULTING LLC no change 510
Rockefeller Capital Management L.P. no change 557
QUANTUM CAPITAL MANAGEMENT no change 581
Stonebridge Capital Advisors LLC no change 65
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