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STOCK TICKER:
VANGUARD HLTH CR ETF   (ticker: VHT)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 18,015,384
Previous Holdings: 10,612,766
Change: 69.75%
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 bought1,501,274 1,501,274 Susquehanna International Group, LLP 38%38,908 64,681
BANK OF AMERICA CORP /DE/ bought1,132,187 1,132,187 Madison Asset Management, LLC 20%34,405 136,599
CABANA LLC bought528,624 528,624 ARGI Investment Services, LLC 90%32,706 3,723
AMERIPRISE FINANCIAL INC bought486,763 486,763 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8%27,211 323,571
Foundations Investment Advisors, LLC bought449,483 449,483 Morningstar Investment Management LLC 12%26,129 191,895
ROYAL BANK OF CANADA bought419,185 419,185 JANE STREET GROUP, LLC sold25,726 0
BB&T CORP bought227,354 227,354 TRUSTCORE FINANCIAL SERVICES, LLC 40%14,928 22,536
Beacon Capital Management, Inc. 41%208,031 715,314 Vident Investment Advisory, LLC sold14,434 0
Pinnacle Advisory Group, Inc. bought150,112 150,112 Quantitative Advantage LLC 30%14,172 33,626
Mariner Wealth Advisors, LLC 968%138,830 153,168 M&T BANK CORP 6%13,266 222,785
Migdal Insurance & Financial Holdings Ltd. bought130,000 130,000 LEVEL FOUR ADVISORY SERVICES, LLC sold12,701 0
WELLINGTON MANAGEMENT CO LLP 79%117,084 264,647 ROYAL BANK OF SCOTLAND GROUP PLC sold9,930 0
PARTNERS CAPITAL INVESTMENT GROUP, LLP 138%110,950 191,269 Trexquant Investment LP sold9,789 0
WELLS FARGO & CO/MN 12%87,165 790,018 SILVERCREST ASSET MANAGEMENT GROUP LLC 71%8,300 3,447
Wechter Feldman Wealth Management, Inc. 399%83,377 104,281 WAGNER CAPITAL MANAGEMENT CORP 7%6,531 82,512
Janney Montgomery Scott LLC 38%55,179 200,792 Well Done, LLC sold6,425 0
COMERICA SECURITIES,INC. bought46,914 46,914 DOWLING & YAHNKE INC 30%6,327 14,944
ENVESTNET ASSET MANAGEMENT INC 11%37,728 391,907 Sequoia Financial Advisors, LLC sold6,255 0
LPL Financial CORP 10%37,717 428,490 Quaker Wealth Management, LLC 27%6,205 16,671
Equitable Holdings, Inc. bought34,619 34,619 Capital Wealth Planning, LLC sold6,185 0
FIERA SCEPTRE INC. 130%32,073 56,653 Amerivest Investment Management LLC 21%5,773 21,385
Adaptive Financial Consulting, LLC bought29,462 29,462 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV sold5,251 0
Raymond James Financial Services Advisors, Inc. 16%28,579 202,249 CREDIT SUISSE/ 69%5,198 2,315
Keebeck Wealth Management, LLC bought28,481 28,481 Autus Asset Management, LLC 96%5,186 204
Private Advisor Group, LLC 53%26,717 76,746 Morningstar Investment Services, Inc. 32%5,068 10,840
Praetorian Wealth Management, Inc. bought26,463 26,463 Csenge Advisory Group sold4,857 0
Tower Research Capital LLC bought25,675 25,675 Royal Fund Management, LLC sold4,644 0
Endurance Wealth Management, Inc. bought25,453 25,453 BRANDYWINE OAK PRIVATE WEALTH LLC 3%4,498 127,638
Goldstein Munger & Associates bought22,838 22,838 CALTON & ASSOCIATES, INC. 31%4,494 9,910
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought22,466 22,466 AMERITAS INVESTMENT CORP 21%4,258 15,703
Advisory Services Network, LLC bought21,867 21,867 CCG WEALTH MANAGEMENT, LLC 42%3,958 5,555
Ferguson Shapiro LLC bought19,764 19,764 LINCOLN NATIONAL CORP 84%3,937 759
Kovitz Investment Group Partners, LLC bought19,268 19,268 NOMURA ASSET MANAGEMENT CO LTD sold3,900 0
Sawtooth Asset Management, Inc. bought17,597 17,597 DT Investment Partners, LLC sold3,725 0
AMI INVESTMENT MANAGEMENT INC bought17,296 17,296 Starfire Investment Advisers, Inc. 27%3,716 10,060
AE Wealth Management LLC 238%17,200 24,431 Integer Wealth Advisors Group LLC 75%3,622 1,210
PICTET ASSET MANAGEMENT LTD bought16,585 16,585 Brookstone Capital Management 44%3,513 4,491
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought14,740 14,740 DEUTSCHE BANK AG 29%3,450 8,566
NORTHERN TRUST CORP bought12,965 12,965 CT Mason 43%3,101 4,185
Carnick & Kubik Group, LLC 99%12,965 26,115 Sontag Advisory, LLC sold3,095 0
Cedar Mountain Advisors, LLC 3,758%12,403 12,733 Banco Santander, S.A. 92%3,002 266
Greytown Advisors Inc. bought11,814 11,814 New England Investment & Retirement Group, Inc. 3%2,851 97,506
Fullerton Fund Management Co Ltd bought11,020 11,020 HENDERSON GROUP PLC sold2,801 0
Cascadia Advisory Services, LLC bought10,361 10,361 Allianz Asset Management AG 38%2,749 4,574
Sowell Financial Services LLC 97%10,245 20,857 WEALTHSOURCE PARTNERS, LLC 38%2,626 4,338
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought9,484 9,484 North Star Investment Management Corp. 21%2,506 9,292
COMMONWEALTH EQUITY SERVICES, LLC. 5%9,476 209,552 TRANSCEND WEALTH COLLECTIVE, LLC sold2,500 0
J P MORGAN CHASE & CO 8%9,160 119,763 BAILARD, INC. 5%2,199 42,241
N.E.W. Advisory Services LLC bought8,808 8,808 COBBLESTONE CAPITAL ADVISORS LLC /NY/ sold2,175 0
MANUFACTURERES LIFE INSURANCE CO bought8,667 8,667 Sound View Wealth Advisors Group, LLC 22%2,111 7,283
Belpointe Asset Management LLC bought8,492 8,492 FIRST FINANCIAL CORP /IN/ 10%2,048 19,108
CAROLINAS WEALTH CONSULTING LLC 870%8,386 9,350 CAPROCK Group, Inc. 62%1,985 1,224
EVERETT HARRIS & CO /CA/ 1%8,110 700,681 FIFTH THIRD BANCORP 6%1,920 29,772
Seascape Capital Management bought7,990 7,990 MASSMUTUAL TRUST CO FSB/ADV 6%1,900 28,174
BANK HAPOALIM BM 41%7,844 26,964 GLENMEDE TRUST CO NA 22%1,851 6,671
HighTower Advisors, LLC 29%7,547 33,753 55I, LLC 8%1,821 21,517
PLANNING DIRECTIONS INC bought7,525 7,525 INTL FCSTONE INC. sold1,789 0
SRS Capital Advisors, Inc. bought7,461 7,461 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 55%1,773 1,479
TAP Consulting, LLC 26%7,251 34,810 Poehling Capital Management, LLC 37%1,747 2,950
CHAI TRUST CO LLC 78%7,063 16,115 DUBUQUE BANK & TRUST CO 16%1,675 8,670
PARAMETRIC PORTFOLIO ASSOCIATES 264%6,813 9,395 Moors & Cabot, Inc. sold1,580 0
Jacobi Capital Management LLC 52,817%6,338 6,350 Optas, LLC 39%1,552 2,423
Mutual Advisors, LLC bought6,221 6,221 Pathway Financial Advisors LLC sold1,402 0
Bragg Financial Advisors, Inc bought5,722 5,722 Pensionmark Financial Group, LLC sold1,338 0
ROWLAND CARMICHAEL ADVISORS INC /ADV bought5,494 5,494 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC sold1,308 0
Renaissance Technologies(Jim Simons) bought5,200 5,200 IHT Wealth Management, LLC 7%1,277 17,691
TRUE Private Wealth Advisors 151%5,033 8,374 Strategic Wealth Advisors Group,Inc. 3%1,232 36,581
Arete Wealth Advisors, LLC bought4,990 4,990 Creative Planning 4%1,181 30,241
Fulcrum Equity Management bought4,896 4,896 Evolution Wealth Advisors, LLC 76%1,125 355
NIEMANN CAPITAL MANAGEMENT INC bought4,854 4,854 Spearhead Capital Advisors, LLC 26%1,121 3,198
Stelac Advisory Services LLC 34%4,775 18,844 Miracle Mile Advisors, LLC 13%1,121 7,787
Petix & Botte Co 101%4,585 9,120 TBH Global Asset Management, LLC 32%1,060 2,258
Main Management LLC 6%4,577 84,241 Callan Capital, LLC 7%1,056 13,142
Sanctuary Wealth Management, L.L.C. bought4,479 4,479 Glovista Investments LLC 22%1,030 3,705
HBW Advisory Services LLC bought4,213 4,213 Williams Jones Wealth Management, LLC. 28%1,030 2,699
PHILADELPHIA TRUST CO bought4,175 4,175 Aurora Private Wealth, Inc. 38%1,022 1,693
H D Vest Advisory Services 32%3,946 16,461 Intersect Capital LLC 38%1,022 1,681
Valmark Advisers, Inc. 40%3,906 13,780 ALTFEST L J & CO INC 18%949 4,329
Simmons Bank bought3,883 3,883 NEXT Financial Group, Inc 9%934 9,364
MML INVESTORS SERVICES, LLC 4%3,776 110,042 Smith & Howard Wealth Management, LLC 21%910 3,449
Westside Investment Management, Inc. bought3,707 3,707 EPG Wealth Management LLC sold902 0
YCMNET ADVISORS INC 16%3,559 25,132 SYNOVUS FINANCIAL CORP 50%897 913
Stratos Wealth Partners, LTD. 7%3,386 49,693 AIMZ Investment Advisors, LLC 21%799 2,930
Marotta Asset Management 16%3,371 24,852 BRIGHTON JONES LLC 31%787 1,736
Kore Private Wealth LLC bought3,338 3,338 WESCAP Management Group, Inc. 3%776 22,518
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 5%3,275 73,959 Trilogy Capital Inc. 9%774 7,624
ATRIA INVESTMENTS LLC bought3,268 3,268 Cornerstone Advisory, LLP 9%724 7,373
EXCHANGE TRADED CONCEPTS, LLC bought3,260 3,260 Advisory Alpha, LLC sold706 0
Berkeley Capital Partners, LLC 9%3,249 38,876 KCM INVESTMENT ADVISORS LLC 1%691 88,697
CVA Family Office, LLC 120%3,248 5,948 Financial Services Advisory Inc 4%662 17,877
PARK AVENUE SECURITIES LLC 205%3,191 4,746 Castle Rock Wealth Management, LLC 26%651 1,893
GUYASUTA INVESTMENT ADVISORS INC bought3,185 3,185 Newport Wealth Strategies, Inc. 19%640 2,750
RAYMOND JAMES & ASSOCIATES 3%3,076 110,506 Personal Wealth Partners 12%637 4,791
First Allied Advisory Services, Inc. 17%3,056 21,405 HUNTINGTON NATIONAL BANK 41%590 854
VANGUARD GROUP INC bought3,031 3,031 Empirical Financial Services, LLC 27%582 1,585
Acorn Wealth Advisors, LLC bought2,948 2,948 New Capital Management LP 79%574 155
Doyle Wealth Management bought2,915 2,915 Ledyard National Bank 28%560 1,408
Allied Investment Advisors, LLC 3%2,897 95,358 Cetera Investment Advisers 12%530 4,049
Tower View Investment Management & Research LLC 64%2,893 7,386 Institute for Wealth Management, LLC. 6%509 7,646
CENTAURUS FINANCIAL, INC. 43%2,828 9,357 Stratos Wealth Advisors, LLC sold501 0
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC bought2,791 2,791 D'Orazio & Associates, Inc. 11%493 4,130
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 21%2,685 15,725 MERCER GLOBAL ADVISORS INC /ADV 12%493 3,462
BANK OF MONTREAL /CAN/ 26%2,661 12,796 SOL Capital Management CO 12%488 3,592
HM PAYSON & CO bought2,553 2,553 Raab & Moskowitz Asset Management LLC 4%457 12,303
PFG Advisors 42%2,480 8,397 Exchange Capital Management, Inc. 2%454 26,615
Nadler Financial Group, Inc. bought2,437 2,437 RDA Financial Network 12%445 3,280
IEQ CAPITAL, LLC bought2,373 2,373 UBS Group AG 3%427 14,387
BancorpSouth Bank bought2,346 2,346 ALPS ADVISERS INC 1%415 67,538
Steward Partners Investment Advisory, LLC 13%2,213 19,816 MITCHELL MCLEOD PUGH & WILLIAMS INC 26%414 1,196
REGENTATLANTIC CAPITAL LLC bought2,142 2,142 FormulaFolio Investments, LLC 17%407 1,940
Bank of New York Mellon CORP 11%2,127 21,805 Summit Trail Advisors, LLC 8%395 4,330
GOLDMAN SACHS GROUP INC bought2,072 2,072 FINANCIAL COUNSELORS INC 13%390 2,683
Prospera Financial Services bought2,043 2,043 Harwood Advisory Group, LLC sold384 0
Harel Insurance Investments & Financial Services Ltd. 1,258%2,000 2,159 Capital Advantage, Inc. 0%381 100,673
JEFFERIES GROUP INC /DE/ bought1,948 1,948 NewFocus Financial Group, LLC 2%364 19,952
FIFTH THIRD SECURITIES, INC. bought1,840 1,840 Garde Capital, Inc. 12%361 2,718
PROEQUITIES, INC. 14%1,758 14,514 COLONY GROUP LLC 16%360 1,835
Visionary Wealth Advisors bought1,659 1,659 LAKE STREET ADVISORS GROUP, LLC 15%350 2,053
Zurich Insurance Group Ltd/FI 4%1,580 37,053 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 6%327 5,096
Relative Value Partners Group, LLC bought1,572 1,572 Essex Private Wealth Management, LLC 1%317 30,512
Voya Financial Advisors, Inc. bought1,556 1,556 PEAPACK GLADSTONE FINANCIAL CORP 0%301 133,935
Riverstone Advisors, LLC bought1,553 1,553 QCI ASSET MANAGEMENT INC/NY sold300 0
BLAIR WILLIAM & CO/IL 28%1,543 7,140 OPPENHEIMER & CO INC 4%265 5,944
Rockefeller Capital Management L.P. 3%1,488 45,743 Financial Advocates Investment Management 5%254 4,491
Multi-Financial Securities Corp 5%1,454 33,739 SlateStone Wealth, LLC 3%254 9,596
NorthRock Partners, LLC bought1,447 1,447 TRUST CO OF OKLAHOMA 1%247 27,087
SkyOak Wealt, LLC bought1,444 1,444 Wealth Alliance 8%226 2,475
Goodman & Company, Investment Counsel Ltd. bought1,400 1,400 Wealth Quarterback LLC sold213 0
Resources Investment Advisors, Inc. 8%1,398 18,328 Ballast, Inc. 1%209 29,883
DAVIS R M INC bought1,375 1,375 SIMPLEX TRADING, LLC sold196 0
Goss Wealth Management LLC 61%1,360 3,598 BELLEVUE ASSET MANAGEMENT, LLC 4%192 5,226
Advisors Capital Management, LLC 54%1,316 3,736 THOROUGHBRED FINANCIAL SERVICES, LLC 13%174 1,176
James Hambro & Partners bought1,300 1,300 HORIZON BANCORP /IN/ 10%170 1,483
Cresset Asset Management, LLC bought1,292 1,292 Oakmont Partners LLC 9%155 1,545
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought1,286 1,286 Focused Wealth Management, Inc 2%153 7,299
Kerntke Otto McGlone Wealth Management Group bought1,280 1,280 Valeo Financial Advisors, LLC 17%147 703
SAGE RHINO CAPITAL LLC 7%1,275 19,228 MBE Wealth Management, LLC sold136 0
CIBC World Markets Inc. bought1,274 1,274 WESBANCO BANK INC 8%133 1,633
Neuberger Berman Group LLC bought1,211 1,211 Wharton Business Group, LLC 1%130 9,196
Cornerstone Wealth Management, LLC bought1,179 1,179 AdvicePeriod, LLC 3%125 4,291
Carmichael Hill & Associates, Inc. 15%1,160 8,807 PRUDENT INVESTORS NETWORK 8%121 1,368
Blankinship & Foster, LLC 33%1,155 4,693 Personal Capital Advisors Corp 3%114 3,243
CITIGROUP INC 2%1,147 58,999 Global Retirement Partners, LLC 8%109 1,271
Carroll Financial Associates, Inc. 151%1,142 1,900 1776 Wealth LLC 48%100 108
Pacific Center for Financial Services bought1,124 1,124 Tatro Capital, LLC 0%100 30,973
SALEM INVESTMENT COUNSELORS INC bought1,100 1,100 Noven Financial Group, Inc. 1%97 7,240
Carnegie Capital Asset Management, LLC bought1,080 1,080 360 Financial, Inc. 5%93 1,822
BBR PARTNERS, LLC bought1,078 1,078 tru Independence LLC sold89 0
CLS INVESTMENT FIRM, LLC bought1,078 1,078 CAPTRUST FINANCIAL ADVISORS 1%83 8,006
Sheaff Brock Investment Advisors, LLC bought1,075 1,075 Plante Moran Financial Advisors Ltd Partnership sold79 0
Cypress Wealth Services, LLC bought1,070 1,070 LifeSteps Financial, Inc. 3%79 2,718
Mosaic Family Wealth, LLC bought1,055 1,055 Pathstone Family Office, LLC sold76 0
FineMark National Bank & Trust bought1,047 1,047 Archer Investment Corp sold74 0
GRIFFIN ASSET MANAGEMENT, INC. bought1,045 1,045 Prestige Wealth Management Group LLC 58%73 52
Stockman Asset Management bought1,042 1,042 Summit Financial Strategies, Inc. 4%73 1,886
WEBSTER BANK, N. A. 8%1,024 13,698 DAVIDSON D A & CO 0%72 48,007
White Lighthouse Investment Management Inc. 7%1,020 16,574 Almanack Investment Partners, LLC. 5%70 1,298
National Asset Management, Inc. 25%1,016 5,088 Bigelow Investment Advisors, LLC 2%65 3,938
FRANKLIN RESOURCES INC bought1,000 1,000 Front Row Advisors LLC 5%65 1,183
Hoover Financial Advisors, Inc. bought962 962 BRONFMAN E.L. ROTHSCHILD, L.P. 2%59 2,820
Golden State Wealth Management, LLC bought961 961 Affiance Financial, LLC 13%58 382
Financial Network 11%943 9,492 WHITTIER TRUST CO 2%58 2,702
BerganKDV Wealth Management, LLC bought927 927 Strategic Point Investment Advisors, LLC 0%53 59,646
Wealthcare Advisory Partners LLC 86%915 1,983 Ancora Advisors, LLC 2%50 3,254
SCOTIA CAPITAL INC. 7%905 13,384 Key FInancial Inc sold50 0
BROWN ADVISORY HOLDINGS INC bought900 900 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 24%41 133
Eudaimonia Partners, LLC 88%899 1,919 Cribstone Capital Management, LLC sold40 0
HOWARD WEALTH MANAGEMENT, LLC 31%892 3,735 PEOPLES BANK NATIONAL ASSOCIATION 1%35 2,657
HBK Sorce Advisory LLC 34%858 3,353 LPWM LLC 2%34 1,574
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought839 839 MOSELEY INVESTMENT MANAGEMENT INC 2%28 1,393
Vantage Financial Partners Ltd., Inc. 30%835 3,575 VERUS CAPITAL PARTNERS, LLC 3%24 849
Madden Advisory Services, Inc. 3%813 26,877 CRA Financial Services, LLC 0%21 5,209
Cutler Group LP bought800 800 Lakeview Capital Partners, LLC 2%17 956
Davis Capital Management bought731 731 PRINCIPAL FINANCIAL GROUP INC 0%13 3,325
Johanson Financial Advisors, Inc. 12%693 6,617 WASHINGTON TRUST CO 13%11 76
First PREMIER Bank 4%687 17,542 Meridian Wealth Advisors, LLC 0%10 4,360
TCF National Bank 25%655 3,316 RPg Family Wealth Advisory, LLC 1%2 270
Kovack Advisors, Inc. 22%638 3,486 JAMES INVESTMENT RESEARCH INC 15%2 11
US BANCORP DE 3%627 20,597 Winslow, Evans & Crocker, Inc. 0%1 307
LIBERTY WEALTH MANAGEMENT LLC 27%619 2,911 Burt Wealth Advisors no change 73
PNC FINANCIAL SERVICES GROUP INC 10%608 6,619 Hanson McClain, Inc. no change 74
New England Private Wealth Advisors LLC 2%607 35,826 Larson Financial Group LLC no change 63
Kistler-Tiffany Companies, LLC 28%604 2,738 Regis Management CO LLC no change 1,720
Sigma Planning Corp 5%597 12,086 TIAA, FSB no change 80
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 10%585 6,331 Asset Dedication, LLC no change 62
Aevitas Wealth Management, Inc. 3%584 19,888 RPG Investment Advisory, LLC no change 75
DAGCO, INC. 10%575 6,120 Capital Advisory Group Advisory Services, LLC no change 41
Patriot Investment Management Inc. bought558 558 Stonebridge Financial Planning Group, LLC no change 135
Advisors Preferred, LLC 680%544 624 Independence Advisors, LLC no change 138
Windham Capital Management, LLC 4%536 14,381 Edge Wealth Management LLC no change 146
Meridian Wealth Partners, LLC bought535 535 Roble, Belko & Company, Inc no change 155
Family Management Corp bought522 522 ATWOOD & PALMER INC no change 121
Patriot Financial Group Insurance Agency, LLC 526%510 607 Pinnacle Bank no change 110
Sullivan, Bruyette, Speros & Blaney, Inc. 35%505 1,961 Summit Investment Advisors, Inc. no change 91
IndexIQ Advisors LLC 70%490 1,188 PIN OAK INVESTMENT ADVISORS INC no change 100
Rockbridge Investment Management, LCC bought483 483 Center for Financial Planning, Inc. no change 218
Orion Portfolio Solutions, LLC bought479 479 Ambassador Advisors, LLC no change 166
CWM, LLC 78%476 1,090 BALLAST ADVISORS LLC no change 40
Hilltop Holdings Inc. 5%473 10,461 FIRST COMMONWEALTH FINANCIAL CORP /PA/ no change 5,657
PUTNAM FL INVESTMENT MANAGEMENT CO 17%469 3,233 Stonebridge Capital Advisors LLC no change 3
Ausdal Financial Partners, Inc. 9%460 5,700 Efficient Wealth Management LLC no change 4
Heritage Wealth Advisors bought457 457 MANCHESTER FINANCIAL INC no change 5
BP WEALTH MANAGEMENT, LLC 2%440 20,626 Private Ocean, LLC no change 166
Massey, Quick & Co., LLC bought414 414 Principle Wealth Partners LLC no change 10,993
IFP Advisors, Inc 9%398 4,854 Concorde Asset Management, LLC no change 29
LEAVELL INVESTMENT MANAGEMENT, INC. 13%375 3,160 MURPHY CAPITAL MANAGEMENT INC no change 7,160
Essex Financial Services, Inc. 24%348 1,806 Moneda S.A. Administradora General de Fondos no change 7,530
JOHNSON INVESTMENT COUNSEL INC 2%337 19,545 Baker Ellis Asset Management LLC no change 13,730
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3%336 11,679 PROFFITT & GOODSON INC no change 14
COZAD ASSET MANAGEMENT INC 3%288 9,070 Cordasco Financial Network no change 31
IFG Advisory, LLC 10%288 3,313 Sowa Financial Group, Inc. no change 35
Moser Wealth Advisors, LLC 2%286 11,889 NORTHSTAR ASSET MANAGEMENT LLC no change 7,210
Financial Insights, Inc. 7%281 4,032 TRUST CO OF VERMONT no change 25
Vectors Research Management, LLC bought275 275 UNIONBANCAL CORP no change 25
Prime Capital Investment Advisors, LLC bought275 275 Baird Financial Group, Inc. no change 542
DAVENPORT & CO LLC 19%258 1,638 Global Trust Asset Management, LLC no change 18
Resource Management, LLC 15%250 1,966 AlphaMark Advisors, LLC no change 25
PINNACLE ASSOCIATES LTD 12%230 2,120 Sound Income Strategies, LLC no change 40
AdvisorNet Financial, Inc 3%229 9,015 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 508
EDMOND DE ROTHSCHILD HOLDING S.A. 150%217 362 WATERS PARKERSON & CO INC no change 1,625
Dynamic Advisors Solutions LLC 3%217 7,707 SPC Financial, Inc. no change 1,600
Circle Wealth Management, LLC 1%202 17,484 Graves-Light Private Wealth Management, Inc. no change 1,558
Northstar Group, Inc. 3%201 6,107 HHM Wealth Advisors, LLC no change 1,680
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9%195 2,273 BigSur Wealth Management LLC no change 4,410
Paradigm Financial Advisors, LLC 1%190 15,143 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV no change 1,749
Atlantic Trust Group, LLC 2%186 11,445 Foresight Wealth Management, LLC no change 1,733
Lehman & Derafelo Financial Resources LLC bought183 183 HIGHLAND CAPITAL MANAGEMENT CORP no change 1,710
BROWN BROTHERS HARRIMAN & CO bought181 181 Busey Trust CO no change 1,518
Abbot Financial Management, Inc. 7%175 2,597 SEI INVESTMENTS CO no change 1,500
ETRADE Capital Management LLC 1,822%164 173 Integrys Wealth Advisors LLC no change 1,358
Atlas Private Wealth Management bought160 160 ADVISORS MANAGEMENT GROUP INC /ADV no change 1,324
STEPHENS INC /AR/ 1%158 14,000 Perigon Wealth Management, LLC no change 1,314
Capital Asset Advisory Services LLC 0%154 39,697 COURIER CAPITAL CORP no change 1,373
Cranbrook Wealth Management, LLC bought150 150 United Asset Strategies, Inc. no change 1,375
MPS Loria Financial Planners, LLC bought146 146 Alexandria Capital, LLC no change 1,461
Adviser Investments LLC 1%144 11,136 HERITAGE INVESTORS MANAGEMENT CORP no change 1,454
Atlas Private Wealth Advisors bought140 140 WESTWOOD HOLDINGS GROUP INC no change 1,447
Procyon Private Wealth Partners, LLC bought129 129 COMMERCE BANK N A/MO no change 1,753
Apollon Wealth Management, LLC bought120 120 BENJAMIN F. EDWARDS & COMPANY, INC. no change 1,768
WHITTIER TRUST CO OF NEVADA INC 260%117 162 Hilton Capital Management, LLC no change 2,680
Gradient Capital Advisors, LLC 5%114 2,257 MADISON WEALTH MANAGEMENT no change 2,530
PARSONS CAPITAL MANAGEMENT INC/RI 2%105 4,819 Meristem, LLP no change 4,084
ASSOCIATED BANC-CORP 8%104 1,459 FIDUCIARY TRUST CO no change 2,710
ATTICUS WEALTH MANAGEMENT, LLC 9%104 1,243 Rathbone Brothers plc no change 3,914
LexAurum Advisors, LLC 4%102 2,369 BCS Wealth Management no change 3,516
McIlrath & Eck, LLC bought100 100 MEITAV DASH INVESTMENTS LTD no change 3,567
KINGS POINT CAPITAL MANAGEMENT bought93 93 FIRST WILSHIRE SECURITIES MANAGEMENT INC no change 3,050
Waldron, LP 2%82 4,659 SONATA CAPITAL GROUP INC no change 2,340
BDO Wealth Advisors, LLC 3%71 2,230 Private Advisory Group LLC no change 2,233
Joseph P. Lucia & Associates, LLC 1%68 6,285 River Wealth Advisors LLC no change 1,825
Gryphon Financial Partners LLC 2%62 3,066 Community Bank, N.A. no change 1,813
Costello Asset Management, INC bought61 61 EVOKE WEALTH, LLC no change 1,789
INGALLS & SNYDER LLC 1%60 5,348 PACIFIC SUN FINANCIAL CORP no change 1,883
Pacitti Group Inc. 2%56 3,221 Goelzer Investment Management, Inc. no change 1,884
BARCLAYS PLC bought55 55 FARMERS & MERCHANTS INVESTMENTS INC no change 2,200
WMS Partners, LLC 1%54 4,979 West Coast Financial LLC no change 2,085
WAYNE HUMMER INVESTMENTS L.L.C. 0%53 17,047 NICOLET BANKSHARES INC no change 2,078
Campbell Wealth Management 2%52 2,411 Farmers & Merchants Trust Co of Long Beach no change 1,273
KEYBANK NATIONAL ASSOCIATION/OH 4%51 1,271 Ironsides Asset Advisors, LLC no change 1,225
ST GERMAIN D J CO INC 1%46 3,286 Hartford Financial Management Inc. no change 300
Peachtree Investment Partners, LLC bought44 44 Clean Yield Group no change 300
STIFEL FINANCIAL CORP bought42 42 MCF Advisors LLC no change 300
Salomon & Ludwin, LLC 1%40 2,723 Dougherty Wealth Advisers LLC no change 350
WEDBUSH MORGAN SECURITIES INC 1%37 2,846 ARTHUR M. COHEN & ASSOCIATES, LLC no change 5,251
VALLEY NATIONAL ADVISERS INC bought36 36 S.A. Mason LLC no change 441
ARCADIA INVESTMENT MANAGEMENT CORP/MI bought35 35 Bogart Wealth, LLC no change 366
Good Life Advisors, LLC 0%34 7,867 FIRST MANHATTAN CO no change 364
American Institute for Advanced Investment Management, LLP 1%30 3,465 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 300
FLAGSHIP HARBOR ADVISORS, LLC 2%29 1,704 JFS WEALTH ADVISORS, LLC no change 272
Western Wealth Management, LLC 2%29 1,316 First National Bank of South Miami no change 200
Arkadios Wealth Advisors 1%25 2,618 BALDWIN BROTHERS INC/MA no change 192
BHF RG Capital Inc. 2%23 1,403 STEPHENSON NATIONAL BANK & TRUST no change 192
FINANCIAL CONSULATE, INC 2%22 1,250 SHINE INVESTMENT ADVISORY SERVICES INC no change 200
Richard C. Young & CO., LTD. 0%21 5,320 Oakworth Capital, Inc. no change 200
CREATIVE FINANCIAL DESIGNS INC /ADV 20%19 115 Bartlett & Co. LLC no change 250
MERIDIAN INVESTMENT COUNSEL INC. 1%17 1,316 CBIZ Investment Advisory Services, LLC no change 250
NICOLET ADVISORY SERVICES, LLC 1%17 1,427 Capital Directions Investment Advisors, LLC no change 239
Koshinski Asset Management, Inc. 0%15 3,313 TSFG, LLC no change 462
Private Capital Group, LLC 1%11 1,462 Bremer Bank National Association no change 3,459
Trinity Legacy Partners LLC 0%10 31,650 Horan Securities, Inc. no change 1,030
Sandy Spring Bank 3%10 350 Covington Capital Management no change 1,000
Transamerica Financial Advisors, Inc. bought10 10 LS Investment Advisors, LLC no change 1,000
Change Path, LLC 0%9 3,077 HARBOR INVESTMENT ADVISORY, LLC no change 1,046
Hudock Moyer Wealth Resources, LLC 2%5 234 Financial Architects, Inc no change 1,062
Smart Money Group LLC 0%5 1,256 Loveless Wealth Management LLC no change 5,135
FSA Wealth Management LLC bought5 5 A. D. Beadell Investment Counsel, Inc. no change 1,215
Secure Asset Management, LLC 0%4 1,366 Red Door Wealth Management, LLC no change 1,113
Selective Wealth Management 0%4 1,026 AllSquare Wealth Management LLC no change 989
Financial Advisory Service, Inc. 0%3 2,140 Armor Investment Advisors, LLC no change 985
Ellis Investment Partners, LLC 0%3 614 WEST BANCORPORATION INC no change 660
FMR LLC bought3 3 TOMPKINS FINANCIAL CORP no change 548
ROPES WEALTH ADVISORS LLC 0%2 506 Winch Advisory Services, LLC no change 535
Bedel Financial Consulting, Inc. bought2 2 Lenox Wealth Management, Inc. no change 741
IPG Investment Advisors LLC 0%2 2,101 CITY HOLDING CO no change 760
Edge Capital Group, LLC 0%1 2,864 Capital Investment Advisory Services, LLC no change 954
Ariel Capital Advisors, LLC 0%1 710 Weaver Consulting Group no change 810
Certified Advisory Corp 0%1 649 Gradient Investments LLC no change 186
Parallel Advisors, LLC 0%1 1,353
Houlihan Financial Resource Group, Ltd. 0%1 8,645
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