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STOCK TICKER:
VANGUARD DVND ETF   (ticker: VIG)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 149,877,696
Previous Holdings: 86,914,227
Change: 72.44%
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/ bought22,264,000 22,264,000 Mizuho Corporate Bank, Ltd. sold2,000,000 0
MORGAN STANLEY bought9,356,418 9,356,418 J P MORGAN CHASE & CO 34%1,833,436 3,626,591
VANGUARD GROUP INC bought6,103,062 6,103,062 HighTower Advisors, LLC 100%1,160,277 500
BB&T CORP bought3,946,505 3,946,505 LINCOLN NATIONAL CORP 99%570,817 4,152
ROYAL BANK OF CANADA bought2,662,001 2,662,001 SYNOVUS FINANCIAL CORP 37%249,146 431,408
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought2,486,522 2,486,522 COLONY GROUP LLC 26%240,618 681,043
AMERIPRISE FINANCIAL INC bought2,065,877 2,065,877 JONES FINANCIAL COMPANIES LLLP 95%206,165 11,512
CITIGROUP INC 69%1,419,220 3,467,130 Homrich & Berg 5%127,859 2,500,054
MANUFACTURERES LIFE INSURANCE CO bought1,393,143 1,393,143 UBS Group AG 2%117,888 5,266,750
Wealthfront Advisers LLC 21%1,031,180 5,933,117 EisnerAmper Wealth Management Corporate Benefits, LLC 73%100,764 36,929
Zions Bancorporation, N.A. bought992,345 992,345 Royal Fund Management, LLC sold98,248 0
BROWN ADVISORY HOLDINGS INC bought752,448 752,448 Rockefeller Capital Management L.P. sold73,193 0
GOLDMAN SACHS GROUP INC bought615,945 615,945 Madison Asset Management, LLC 28%72,176 182,684
WELLS FARGO & CO/MN 9%544,421 6,347,870 FFT WEALTH MANAGEMENT LLC 43%69,882 91,193
Modera Wealth Management, LLC 311%508,897 672,738 AdvicePeriod, LLC 98%69,368 1,636
TWO SIGMA ADVISERS, LLC bought366,100 366,100 Retirement Planning Group 17%69,212 336,712
SIGNATUREFD, LLC 36%359,948 1,366,579 RSM US WEALTH MANAGEMENT LLC 92%68,353 6,196
PARK AVENUE SECURITIES LLC bought349,700 349,700 Trilogy Capital Inc. 91%67,359 6,384
Laidlaw Wealth Management LLC bought345,894 345,894 PFS INVESTMENTS INC. 21%65,627 251,053
Susquehanna International Group, LLP 160%290,898 472,600 Bank of New York Mellon CORP 3%58,974 1,750,036
BABSON CAPITAL MANAGEMENT LLC bought288,169 288,169 ARLINGTON PARTNERS LLC 24%54,225 174,134
Annex Advisory Services, LLC 9,665%279,814 282,709 Mirae Asset Global Investments Co., Ltd. 41%53,800 78,300
Equitable Holdings, Inc. bought270,294 270,294 Financial Enhancement Group LLC 70%51,888 21,992
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought242,391 242,391 Country Club Trust Company, n.a. 90%45,661 5,161
BCJ Capital Management, LLC bought234,174 234,174 Twin Tree Management, LP 47%43,100 47,900
OGOREK ANTHONY JOSEPH /NY/ /ADV bought229,562 229,562 Sontag Advisory, LLC 93%42,740 3,273
FRANKLIN RESOURCES INC bought226,741 226,741 MML INVESTORS SERVICES, LLC 7%41,575 535,470
Pennsylvania Trust Co bought217,169 217,169 Aurora Investment Managers, LLC. sold40,768 0
FINANCIAL ADVISORY CORP /UT/ /ADV bought212,718 212,718 LEVEL FOUR ADVISORY SERVICES, LLC sold39,432 0
Capstone Financial Advisors, Inc. bought206,542 206,542 Aurum Wealth Management Group, LLC 66%38,474 19,521
Cresset Asset Management, LLC bought203,266 203,266 Aberdeen Wealth Management LLC sold38,081 0
RAYMOND JAMES & ASSOCIATES 14%197,455 1,588,045 Sigma Planning Corp 53%37,579 32,732
LPL Financial CORP 6%188,864 3,327,930 Cutler Group LP 43%36,400 47,300
Berkshire Money Management, Inc. 71%184,297 444,524 Nan Shan Life Insurance Co., Ltd. 42%36,000 50,000
Doyle Wealth Management bought177,758 177,758 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold35,711 0
New England Private Wealth Advisors LLC 140%174,306 299,052 Gunma Bank,Ltd. sold31,200 0
Mutual Advisors, LLC bought170,108 170,108 Tuttle Tactical Management LLC sold30,764 0
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought164,432 164,432 Strategic Wealth Advisors Group,Inc. 22%26,304 95,468
TWO SIGMA INVESTMENTS LLC bought157,503 157,503 AMERITAS INVESTMENT CORP 45%25,603 31,472
COMMONWEALTH EQUITY SERVICES, LLC. 7%146,464 2,302,699 TD ASSET MANAGEMENT INC sold25,462 0
FMR LLC bought145,553 145,553 PagnatoKarp Partners LLC 22%25,184 89,253
OHE FINANCIAL INC bought139,569 139,569 PLANNING ALTERNATIVES LTD /ADV 7%23,527 329,891
Venturi Wealth Management, LLC bought139,366 139,366 JNBA Financial Advisors 8%22,849 252,732
Mariner Wealth Advisors, LLC 26%134,513 655,111 DAVIDSON D A & CO 16%22,744 122,855
Wechter Feldman Wealth Management, Inc. 703%129,613 148,044 Trexquant Investment LP sold22,490 0
Bouchey Financial Group Ltd bought128,840 128,840 Watson Rebecca 52%22,441 20,871
Sawtooth Asset Management, Inc. bought122,133 122,133 FIRST MERCANTILE TRUST CO 8%19,842 239,254
SEARCY FINANCIAL SERVICES INC /ADV bought119,719 119,719 Brightworth 56%19,353 15,283
360 Financial, Inc. 142%119,062 202,782 LGL PARTNERS, LLC 58%18,655 13,339
Visionary Wealth Advisors bought113,768 113,768 Linscomb & Williams, Inc. 49%18,503 18,894
ENVESTNET ASSET MANAGEMENT INC 7%105,108 1,691,401 HOWARD FINANCIAL SERVICES, LTD. 17%18,464 87,250
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11%101,575 1,052,068 MERCER GLOBAL ADVISORS INC /ADV 4%18,148 487,867
BANK OF MONTREAL /CAN/ 29%99,716 440,287 CREDIT SUISSE/ sold16,797 0
AE Wealth Management LLC 145%97,666 165,189 M Holdings Securities, Inc. 54%15,871 13,259
Brio Consultants, LLC 67%96,261 240,749 Vigilare Wealth Management 23%15,297 51,945
Joel Isaacson & Co., LLC 14%93,445 752,366 Arden Trust Co 70%15,254 6,630
NORTHERN TRUST CORP bought91,636 91,636 Stearns Financial Services Group 4%14,922 325,880
Transamerica Financial Advisors, Inc. 556,375%89,020 89,036 Adviser Investments LLC 4%14,489 397,004
EVERGREEN CAPITAL MANAGEMENT LLC bought85,935 85,935 IEQ CAPITAL, LLC 5%14,202 277,080
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought81,986 81,986 Nachman Norwood & Parrott, Inc 90%13,803 1,551
Resonant Capital Advisors, LLC 125%79,786 143,670 M&T BANK CORP 7%13,717 177,038
Janney Montgomery Scott LLC 28%79,454 359,484 Sullivan, Bruyette, Speros & Blaney, Inc. 31%12,987 29,251
Fusion Capital, LLC bought79,269 79,269 Evercore Wealth Management, LLC 29%12,590 31,343
COZAD ASSET MANAGEMENT INC bought79,146 79,146 Connecticut Wealth Management, LLC 4%12,519 275,433
JT Stratford LLC bought73,450 73,450 Strategic Investment Advisors, Inc 22%11,075 39,758
Hamilton Wealth, LLC bought68,475 68,475 Firestone Capital Management 6%10,854 172,841
HRT FINANCIAL LLC bought64,897 64,897 MA Private Wealth 39%10,499 16,101
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 3%64,311 2,260,779 Paracle Advisors, LLC 12%10,309 77,858
Cornerstone Wealth Management, LLC bought64,044 64,044 BT Wealth Management LLC 3%10,055 346,521
Regal Investment Advisors, LLC bought63,949 63,949 SIMPLEX TRADING, LLC 51%9,893 9,658
Essex Private Wealth Management, LLC 2,414%60,692 63,206 Jaffetilchin Investment Partners, LLC 99%9,539 48
BLAIR WILLIAM & CO/IL 6%58,785 1,122,553 TFG Advisers LLC sold9,512 0
FIFTH THIRD BANCORP 9%58,235 725,389 Robertson Stephens Wealth Management, LLC 29%9,419 23,339
First Command Financial Services, Inc. 675%56,158 64,478 Vivaldi Capital Management, LLC 38%9,405 15,584
First Command Bank 675%56,158 64,478 FLC Capital Advisors 18%9,377 42,618
Arete Wealth Advisors, LLC 52%55,316 162,523 IHT Wealth Management, LLC 53%9,212 8,036
WOODMONT INVESTMENT COUNSEL LLC bought53,190 53,190 TCF National Bank 68%9,036 4,311
Financial Insights, Inc. 134%52,363 91,301 Newport Wealth Strategies, Inc. 23%8,700 28,373
FIRST MIDWEST BANK TRUST DIVISION 1,108%51,820 56,496 TIEDEMANN WEALTH MANAGEMENT, LLC 71%8,548 3,485
tru Independence LLC 3,609%50,882 52,292 UNITED SERVICES AUTOMOBILE ASSOCIATION 6%8,482 133,317
Qube Research & Technologies Ltd bought50,745 50,745 Hefren-Tillotson, Inc. 9%8,428 89,407
Voya Financial Advisors, Inc. bought49,067 49,067 ASPIRIANT, LLC 2%8,362 499,435
COMERICA SECURITIES,INC. bought47,902 47,902 SHINE INVESTMENT ADVISORY SERVICES INC 22%8,248 28,818
CAPTRUST FINANCIAL ADVISORS 10%46,658 525,062 Lido Advisors, LLC 14%7,863 47,168
NorthRock Partners, LLC bought45,831 45,831 HM Capital Management, LLC 7%7,619 105,772
FOUNDERS FINANCIAL SECURITIES LLC bought45,530 45,530 QUEST CAPITAL MANAGEMENT INC /ADV 5%7,556 133,087
Goss Wealth Management LLC 90%45,099 94,955 Arrow Investment Advisors, LLC 9%7,525 76,478
PLANNING DIRECTIONS INC bought44,700 44,700 Neuberger Berman Group LLC 60%7,061 4,625
SMITH, MOORE & CO. bought44,099 44,099 Stokes Capital Advisors, LLC 11%6,672 52,506
FURE FINANCIAL CORP bought43,819 43,819 CUTLER INVESTMENT COUNSEL LLC 41%6,649 9,553
WIMMER ASSOCIATES 1, LLC bought43,609 43,609 CONSOLIDATED PLANNING CORP sold6,600 0
Cornerstone Wealth Group, LLC bought42,401 42,401 PRIVATE CAPITAL MANAGEMENT LLC 100%6,203 4
Westside Investment Management, Inc. bought41,470 41,470 TRANSCEND WEALTH COLLECTIVE, LLC sold6,168 0
Legacy Wealth Partners, Inc. bought40,738 40,738 CAPITAL ONE FINANCIAL CORP 13%5,992 41,543
CAROLINAS WEALTH CONSULTING LLC 36%40,041 150,890 Parallel Advisors, LLC 9%5,988 59,253
ALLIANCEBERNSTEIN L.P. bought39,665 39,665 PINNACLE FINANCIAL PARTNERS INC 63%5,861 3,420
Segment Wealth Management, LLC 214%38,867 57,067 TORONTO DOMINION BANK sold5,358 0
AJ WEALTH STRATEGIES, LLC bought38,500 38,500 RMB Capital Management, LLC 5%5,284 94,074
HM PAYSON & CO bought38,168 38,168 Sterneck Capital Management, LLC sold5,096 0
J.W. COLE ADVISORS, INC. 417%37,880 46,966 Financial Strategy Network, LLC sold5,026 0
GREAT VALLEY ADVISOR GROUP, INC. bought37,813 37,813 Aldebaran Financial Inc. 70%5,004 2,138
JRM Investment Counsel, LLC 28%36,921 170,892 CENTAURUS FINANCIAL, INC. 29%4,896 12,156
Financial Advisory Service, Inc. 78%36,022 82,316 Choate Investment Advisors 18%4,749 21,019
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought35,761 35,761 DERBY & COMPANY, INC 1%4,606 384,092
HOLLENCREST SECURITIES LLC bought33,830 33,830 Strategic Wealth Partners, Ltd. 34%4,592 8,728
Greytown Advisors Inc. bought32,497 32,497 All Terrain Financial Advisors, LLC sold4,525 0
Sunbelt Securities, Inc. bought31,209 31,209 Warren Averett Asset Management, LLC sold4,453 0
Highland Private Wealth Management 19%30,966 195,922 Wade Financial Advisory, Inc 16%4,377 23,285
Apollon Wealth Management, LLC 1,100%30,456 33,224 Pettinga Financial Advisors, LLC 23%4,364 14,949
TBH Global Asset Management, LLC 832%29,355 32,885 Compton Wealth Advisory Group, LLC 8%4,234 49,926
Steward Partners Investment Advisory, LLC 30%28,229 120,883 CWM, LLC 8%4,210 51,270
Clarity Wealth Advisors, LLC 471%27,619 33,486 Madden Advisory Services, Inc. 51%4,160 4,057
Concannon Wealth Management, LLC 35%27,025 104,276 Cypress Wealth Services, LLC 33%4,142 8,349
Miracle Mile Advisors, LLC 719%25,798 29,386 HBC Financial Services, PLLC 28%3,983 10,279
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought25,763 25,763 StrongBox Wealth, LLC 14%3,966 24,572
INVESTMENT PARTNERS LTD /OH/ /ADV bought24,856 24,856 MOSELEY INVESTMENT MANAGEMENT INC 24%3,934 12,390
Archford Capital Strategies, LLC 454%24,831 30,298 Sequoia Financial Advisors, LLC sold3,844 0
ADVISORY RESEARCH INC 224%24,155 34,928 CLIENT 1ST ADVISORY GROUP, LLC 14%3,834 23,999
Rehmann Capital Advisory Group bought24,038 24,038 STEPHENS INC /AR/ 2%3,756 159,764
SkyOak Wealt, LLC 365%23,906 30,460 Van Hulzen Asset Management, LLC 19%3,723 15,789
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 68%23,394 57,940 Beacon Pointe Advisors, LLC 10%3,585 31,237
BerganKDV Wealth Management, LLC 17%22,306 156,771 ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 63%3,467 2,004
Kore Private Wealth LLC bought22,280 22,280 ABSOLUTE INVESTMENT MANAGEMENT LLC 84%3,435 646
Certified Advisory Corp 200%21,939 32,906 Autus Asset Management, LLC 83%3,421 705
Price Wealth Management, Inc. 15%21,698 167,606 Global Trust Asset Management, LLC 99%3,321 48
SRS Capital Advisors, Inc. bought21,434 21,434 CPCM, LLC 2%3,316 208,150
NORTHSTAR WEALTH PARTNERS LLC bought21,433 21,433 ASSOCIATED BANC-CORP 11%3,314 27,314
GLENMEDE TRUST CO NA 4%21,108 551,220 OSBORNE PARTNERS CAPITAL MANAGEMENT 3%3,295 95,331
Paul John Balson bought21,069 21,069 DAL Investment CO sold3,207 0
Private Portfolio Partners LLC bought20,345 20,345 Clarius Group, LLC sold3,189 0
Raymond James Financial Services Advisors, Inc. 1%20,310 1,476,722 Krasney Financial LLC 4%3,181 71,543
Advisory Services Network, LLC bought20,228 20,228 Perennial Investment Advisors, LLC sold3,169 0
Budros, Ruhlin & Roe, Inc. 7%20,214 290,685 Almanack Investment Partners, LLC. 25%3,084 9,400
WMS Partners, LLC 18%20,174 135,288 Capital Wealth Planning, LLC sold3,071 0
First Allied Advisory Services, Inc. 53%19,920 57,680 Capital Advantage, Inc. 2%3,054 184,729
JBJ Investment Partners, LLC 10%19,748 222,774 Archer Investment Corp sold3,049 0
Private Advisor Group, LLC 5%19,593 432,110 180 WEALTH ADVISORS, LLC 5%3,002 53,595
Sound View Wealth Advisors Group, LLC 45%19,367 62,037 HAVERFORD TRUST CO 2%2,910 150,702
Csenge Advisory Group bought19,281 19,281 TOCQUEVILLE ASSET MANAGEMENT LP 20%2,895 11,582
JGP Wealth Management, LLC 161%18,979 30,763 HARVARD MANAGEMENT CO INC sold2,858 0
Northeast Financial Consultants Inc 8%18,850 241,916 Tranquility Partners, LLC 17%2,846 14,222
Financial Architects, Inc 1,559%18,711 19,911 RHS Financial, LLC sold2,841 0
Carroll Financial Associates, Inc. 9%18,401 228,173 V Wealth Management,LLC 13%2,744 17,872
Elmwood Wealth Management, Inc. bought17,784 17,784 MPS Loria Financial Planners, LLC 20%2,701 10,622
Clear Creek Financial Management, LLC bought17,628 17,628 BERKSHIRE ASSET MANAGEMENT INC/PA 15%2,628 15,044
Stokes Family Office, LLC 3%17,542 562,497 Patriot Financial Group Insurance Agency, LLC 3%2,605 77,662
Covenant Multifamily Offices, LLC 3%17,494 674,988 Valtinson Bruner Financial Planning LLC sold2,575 0
IFP Advisors, Inc 50%17,382 51,889 Aptus Capital Advisors, LLC 7%2,562 35,435
AMG National Trust Bank bought17,250 17,250 HBK Sorce Advisory LLC 3%2,540 88,122
Petix & Botte Co 119%17,092 31,433 Diversified Trust Co 1%2,487 232,165
PDS Planning, Inc 14%16,350 133,792 Freestone Capital Holdings, LLC sold2,466 0
Matthew Goff Investment Advisor, LLC bought16,136 16,136 Evolution Wealth Advisors, LLC sold2,430 0
Maple Capital Management, Inc. bought16,071 16,071 Principle Wealth Partners LLC 1%2,428 244,395
GW HENSSLER & ASSOCIATES LTD 175%16,017 25,152 Atlantic Trust Group, LLC 4%2,424 64,626
Belpointe Asset Management LLC bought15,976 15,976 EP Wealth Advisors, Inc. 7%2,418 33,047
Atlas Private Wealth Management bought15,938 15,938 Blue Creek Investment Partners, LLC 44%2,382 3,042
Head & Associates, LLC bought15,824 15,824 Northside Capital Management, LLC sold2,354 0
Kohmann Bosshard Financial Services, LLC 13%15,342 130,019 AIMZ Investment Advisors, LLC 23%2,350 7,933
Horizon Investments, LLC/SC bought15,254 15,254 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19%2,329 10,067
FormulaFolio Investments, LLC 516%14,624 17,457 Surevest Inc. sold2,314 0
Claraphi Advisory Network, LLC bought14,382 14,382 Jacobi Capital Management LLC 86%2,307 376
CIBC World Markets Inc. bought14,259 14,259 MONTAG A & ASSOCIATES INC 2%2,264 107,373
WOLVERINE TRADING, LLC 37%14,181 52,649 NICOLET ADVISORY SERVICES, LLC 10%2,232 19,544
BIDWELL C M & ASSOCIATES LTD/ bought13,785 13,785 KWMG, LLC 6%2,214 33,168
Kovack Advisors, Inc. 36%13,628 51,234 Silverleafe Capital Partners, LLC sold2,210 0
ANDERSON FISHER LLC bought13,461 13,461 Crossvault Capital Management LLC sold2,204 0
Cornell Pochily Investment Advisors, Inc. bought13,008 13,008 DOWLING & YAHNKE INC sold2,203 0
Smart Money Group LLC 38%12,943 47,160 First Heartland Consultants, Inc. 7%2,182 27,544
PARAMETRIC PORTFOLIO ASSOCIATES 3%12,816 445,252 AdvisorNet Financial, Inc 7%2,180 30,191
Family Management Corp 31%12,673 53,218 Total Clarity Wealth Management, Inc. sold2,169 0
GREENLEAF TRUST bought12,582 12,582 GUGGENHEIM CAPITAL LLC sold2,154 0
National Asset Management, Inc. 8%12,435 164,353 Smart Portfolios, LLC sold2,098 0
CapWealth Advisors, LLC bought12,261 12,261 Aurora Private Wealth, Inc. 30%2,085 4,830
SALEM INVESTMENT COUNSELORS INC bought12,072 12,072 Bridge Creek Capital Management LLC sold2,020 0
Wealth Architects, LLC 7%12,005 184,701 Ausdal Financial Partners, Inc. 34%1,986 3,773
Montecito Bank & Trust 68%11,166 27,471 CLIFFORD SWAN INVESTMENT COUNSEL LLC sold1,986 0
Essex Financial Services, Inc. 134%11,157 19,459 KEYBANK NATIONAL ASSOCIATION/OH 11%1,986 16,282
DF DENT & CO INC bought10,858 10,858 Evanson Asset Management, LLC 20%1,981 7,745
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV bought10,796 10,796 Wolff Financial Management LLC 16%1,940 10,435
Orion Portfolio Solutions, LLC bought10,666 10,666 Klingman & Associates, LLC 29%1,894 4,569
Gratus Capital LLC 34%10,646 41,553 NEW ENGLAND GUILD WEALTH ADVISORS, INC. 9%1,837 17,842
VisionPoint Advisory Group, LLC bought10,597 10,597 CANANDAIGUA NATIONAL BANK & TRUST CO sold1,783 0
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 48%10,365 32,014 Orgel Wealth Management, LLC 37%1,722 2,982
KILEY JUERGENS WEALTH MANAGEMENT, LLC bought10,285 10,285 WHITTIER TRUST CO OF NEVADA INC 5%1,687 35,058
Stratos Wealth Partners, LTD. 14%10,067 83,766 GAMBLE JONES INVESTMENT COUNSEL 18%1,676 7,769
STALEY CAPITAL ADVISERS INC 48%10,010 30,783 Capital Investment Advisory Services, LLC 17%1,600 7,865
TD Capital Management LLC 5%9,898 215,618 OPTIMUM INVESTMENT ADVISORS 86%1,555 243
DAGCO, INC. 94%9,858 20,384 Sowell Financial Services LLC 4%1,554 33,417
Monument Capital Management bought9,441 9,441 Gerber Kawasaki Wealth & Investment Management 25%1,539 4,609
Carlton Hofferkamp & Jenks Wealth Management, LLC bought9,296 9,296 Manchester Capital Management LLC 12%1,522 11,031
PNC FINANCIAL SERVICES GROUP INC 9%9,296 108,686 Advisory Alpha, LLC sold1,521 0
ROOSEVELT INVESTMENT GROUP INC 83%9,279 20,447 Sepio Capital, LLC 9%1,458 14,382
Pacitti Group Inc. 67%9,273 23,110 Iron Financial, LLC 12%1,450 10,958
HSBC HOLDINGS PLC bought9,180 9,180 INTEGRATED CAPITAL MANAGEMENT, INC. 2%1,446 79,312
FLAGSHIP HARBOR ADVISORS, LLC 12%9,076 85,075 WELCH & FORBES LLC 33%1,445 2,966
Simmons Bank bought8,852 8,852 Alexandria Capital, LLC 4%1,445 35,775
Hurlow Wealth Management Group, Inc. 75%8,766 20,405 SCOTIA CAPITAL INC. 2%1,428 87,601
Veritable, L.P. 30%8,755 37,712 Benchmark Wealth Management, LLC 3%1,426 49,861
PMFM Inc. bought8,734 8,734 Kavar Capital Partners, LLC 3%1,422 54,177
PFG Advisors 12%8,530 77,652 Stockman Asset Management 38%1,391 2,232
Tower Research Capital LLC bought8,400 8,400 BEESE FULMER INVESTMENT MANAGEMENT, INC. 13%1,385 8,904
Keeley-Teton Advisors, LLC bought8,322 8,322 PIN OAK INVESTMENT ADVISORS INC 38%1,372 2,249
Tower View Investment Management & Research LLC 65%8,076 20,407 CHATHAM CAPITAL GROUP, INC. 3%1,360 37,826
Strategic Financial Group, LLC 6%7,904 144,263 MARK SHEPTOFF FINANCIAL PLANNING, LLC 16%1,359 6,932
Hartland & Co., LLC 31%7,866 33,503 Versant Capital Management, Inc 12%1,356 9,951
Golden State Wealth Management, LLC bought7,750 7,750 WEDBUSH MORGAN SECURITIES INC 14%1,355 8,318
Massey, Quick & Co., LLC 52%7,672 22,369 LVW Advisors, LLC 32%1,342 2,855
Hubbell Strickland Wealth Management, LLC 2%7,453 341,853 DONALDSON CAPITAL MANAGEMENT, LLC 2%1,334 52,172
Cranbrook Wealth Management, LLC bought7,378 7,378 WASHINGTON TRUST CO 3%1,318 44,700
Clear Perspective Advisors, LLC bought7,284 7,284 YorkBridge Wealth Partners, LLC 6%1,316 19,279
Oliver Luxxe Assets LLC 243%7,070 9,979 MASSMUTUAL TRUST CO FSB/ADV 71%1,274 526
Renaissance Technologies(Jim Simons) 74%7,000 16,500 Pasadena Private Wealth, LLC 12%1,228 8,672
NewFocus Financial Group, LLC 5%6,896 158,183 OLD SECOND NATIONAL BANK OF AURORA 34%1,214 2,319
N.E.W. Advisory Services LLC bought6,892 6,892 Ledyard National Bank 1%1,180 87,929
Acorn Wealth Advisors, LLC 125%6,867 12,373 Hilltop Holdings Inc. 8%1,165 13,885
Princeton Portfolio Strategies Group LLC 45%6,763 21,649 FRONTIER INVESTMENT MGMT CO 19%1,153 4,954
VAUGHAN DAVID INVESTMENTS INC/IL bought6,656 6,656 PETTYJOHN CO 1%1,110 76,325
Pathstone Family Office, LLC 395%6,624 8,300 Welch Group, LLC sold1,096 0
Gladstone Institutional Advisory LLC bought6,302 6,302 CAMBRIDGE TRUST CO 24%1,065 3,347
LEAVELL INVESTMENT MANAGEMENT, INC. 12%6,279 60,445 GIRARD PARTNERS LTD. 26%1,022 2,873
RAYMOND JAMES TRUST CO 20%6,233 38,193 BBVA USA BANCSHARES INC 9%1,009 10,559
Prospera Financial Services bought6,165 6,165 Glovista Investments LLC 4%1,000 23,870
Wharton Business Group, LLC 11%6,110 59,528 HHM Wealth Advisors, LLC 2%975 47,666
Kovitz Investment Group Partners, LLC bought6,073 6,073 Sloy Dahl & Holst, LLC 5%965 17,852
WEALTH ADVISORS, INC. bought6,000 6,000 Hoover Financial Advisors, Inc. 8%956 11,405
BANK HAPOALIM BM bought5,970 5,970 BRONFMAN E.L. ROTHSCHILD, L.P. 2%947 44,266
Maryland Capital Management, LLC bought5,779 5,779 Mirador Capital Partners LP 24%940 3,004
Edge Capital Group, LLC 3%5,636 197,256 SNS Financial Group, LLC 11%934 7,411
Reitz Capital Advisors LLC 38%5,604 20,341 Valmark Advisers, Inc. 1%931 90,207
CREATIVE FINANCIAL DESIGNS INC /ADV 123%5,558 10,086 Bartlett & Co. LLC 4%923 21,500
NEXT Financial Group, Inc 12%5,462 49,440 OLD NATIONAL BANCORP /IN/ 2%922 48,163
Cypress Capital Group bought5,410 5,410 Johanson Financial Advisors, Inc. 1%916 75,337
North Star Investment Management Corp. 19%5,375 33,363 OPPENHEIMER & CO INC 2%906 42,315
Advisor OS, LLC bought5,166 5,166 Patton Albertson & Miller, LLC 3%889 25,194
Spectrum Management Group, Inc. 65%4,995 12,688 FIERA SCEPTRE INC. 7%888 11,752
ProVise Management Group, LLC 2%4,849 285,653 Tarbox Group, Inc. 4%875 19,795
BUTENSKY & COHEN FINANCIAL SECURITY, INC 110%4,611 8,819 JMG Financial Group, Ltd. 6%868 13,523
STIFEL FINANCIAL CORP bought4,600 4,600 Edmonds Duncan Registered Investment Advisors, LLC 1%864 83,136
Teamwork Financial Advisors, LLC bought4,556 4,556 CAPITAL MANAGEMENT CORP /VA 16%860 4,400
Meristem, LLP 89%4,545 9,640 Fiduciary Group LLC 15%855 4,918
FIRST MANHATTAN CO 55%4,501 12,685 We Are One Seven, LLC 3%851 30,619
WSFS CAPITAL MANAGEMENT, LLC 5%4,476 90,144 THOROUGHBRED FINANCIAL SERVICES, LLC 16%835 4,265
Nicholas Hoffman & Company, LLC. 3%4,453 164,884 Hanson McClain, Inc. 9%812 7,808
Paragon Capital Management Ltd 1%4,393 429,373 Squar Milner Financial Services LLC sold807 0
Hunter Associates inc. bought4,392 4,392 CVA Family Office, LLC 2%796 33,570
Man Group plc bought4,359 4,359 NORTHSTAR INVESTMENT ADVISORS LLC 5%794 15,680
Angeles Investment Advisors, LLC 19%4,353 27,245 SVB Wealth Advisory, Inc. 28%793 2,048
NWAM LLC 16%4,261 30,482 ATLANTA FINANCIAL ASSOCIATES LLC /ADV 3%781 30,210
Dynamic Advisors Solutions LLC 20%4,234 25,121 BINGHAM OSBORN & SCARBOROUGH LLC 8%771 8,635
HOHIMER WEALTH MANAGEMENT, LLC 81%4,224 9,432 Valeo Financial Advisors, LLC 16%760 4,107
Souders Financial Advisors 8%4,145 57,380 Wealth Quarterback LLC sold759 0
DIXON HUBARD FEINOUR & BROWN INC/VA bought4,145 4,145 Burns Wealth Management, Inc. 7%750 10,470
Bienville Capital Management, LLC bought4,078 4,078 BDO Wealth Advisors, LLC 3%743 24,422
Horst & Graben Wealth Management LLC bought4,056 4,056 Laurel Wealth Advisors, Inc. 3%739 24,169
Sageworth Trust Co bought4,042 4,042 Drexel Morgan & Co. 1%727 69,541
BKD Wealth Advisors, LLC 5%4,040 84,598 Dorsey Wright & Associates 3%709 22,144
Blue Chip Partners, Inc. 32%3,999 16,645 AUA CAPITAL MANAGEMENT, LLC 47%703 800
Taylor, Cottrill, Erickson & Associates, Inc. 3%3,959 131,904 American Financial Advisors, LLC 0%700 198,018
Karp Capital Management Corp 7%3,867 58,342 Salomon & Ludwin, LLC sold700 0
TRUE Private Wealth Advisors 576%3,851 4,519 JOHNSON INVESTMENT COUNSEL INC 4%680 14,636
Stone House Investment Management, LLC bought3,847 3,847 Shulman DeMeo Asset Management LLC 27%664 1,824
Rockbridge Investment Management, LCC bought3,816 3,816 CFG Asset Management LLC sold662 0
Allred Capital Management, LLC 5%3,803 81,172 9258 Wealth Management, LLC 4%653 14,986
Wealthcare Advisory Partners LLC 25%3,707 18,588 Mosaic Family Wealth, LLC 10%652 5,586
London & Capital Asset Management Ltd bought3,645 3,645 BANK OF THE WEST 7%650 8,314
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10%3,638 38,574 Williams Jones Wealth Management, LLC. 5%640 11,711
SCHMIDT P J INVESTMENT MANAGEMENT INC bought3,588 3,588 Austin Private Wealth, LLC 4%634 15,634
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought3,580 3,580 HOWE & RUSLING INC 16%632 3,427
Hamilton Capital Management, Inc. bought3,573 3,573 SeaCrest Wealth Management, LLC 2%627 34,674
PETERSON WEALTH MANAGEMENT 10%3,554 40,318 NORTHERN OAK CAPITAL MANAGEMENT INC 54%624 530
Ancora Advisors, LLC 2%3,504 167,288 Personal Capital Advisors Corp 3%618 18,502
Western Wealth Management, LLC 6%3,470 57,079 ETRADE Capital Management LLC 1%615 75,063
Yale Capital CORP 41%3,460 11,820 BRYN MAWR TRUST CO/PA 2%614 24,286
HWG Holdings LP bought3,411 3,411 TCI Wealth Advisors, Inc. 16%607 3,091
NOVARE CAPITAL MANAGEMENT LLC 40%3,407 11,982 CAPROCK Group, Inc. 5%593 11,259
Walkner Condon Financial Advisors LLC bought3,352 3,352 Harwood Advisory Group, LLC 13%591 3,868
Summit Trail Advisors, LLC bought3,350 3,350 FARMERS & MERCHANTS INVESTMENTS INC 3%583 16,557
One Charles Private Wealth Services, LLC bought3,304 3,304 BENJAMIN F. EDWARDS & COMPANY, INC. 1%575 40,037
Kistler-Tiffany Companies, LLC 7%3,302 53,897 MOODY LYNN & CO/ 9%562 5,686
MAIRS & POWER INC bought3,204 3,204 VALLEY NATIONAL ADVISERS INC 11%561 4,603
LexAurum Advisors, LLC 26%3,160 15,160 Empirical Financial Services, LLC 7%559 7,315
Capital Advisors, Ltd. LLC 2%3,141 153,976 BALLAST ADVISORS LLC sold557 0
USCA RIA LLC bought3,080 3,080 LOWE BROCKENBROUGH & CO INC 9%525 5,485
Laurel Wealth Advisors LLC 2%3,077 139,910 Cutter & CO Brokerage, Inc. 20%517 2,036
ROTHSCHILD INVESTMENT CORP /IL 6%3,007 51,692 Trust Co 7%514 7,149
First PREMIER Bank 936%2,912 3,223 Fortis Advisors, LLC 74%513 177
Keystone Financial Group 23%2,906 15,685 Great Lakes Retirement, Inc. 8%503 5,443
BOENNING & SCATTERGOOD, INC. bought2,901 2,901 Kelman-Lazarov, Inc. 5%492 9,299
Integrated Advisors Network LLC 16%2,882 20,425 GRIMES & COMPANY, INC. 5%483 9,891
Praetorian Wealth Management, Inc. bought2,879 2,879 Financial Network 0%475 167,593
Eudaimonia Partners, LLC 37%2,846 10,618 Providence Capital Advisors, LLC 33%475 955
Sunburst Financial Group, LLC 27%2,844 13,493 Wellesley Investment Partners, LLC 1%473 38,736
HUNTINGTON ASSET ADVISORS, INC. 809%2,832 3,182 QCI ASSET MANAGEMENT INC/NY sold465 0
Carnegie Capital Asset Management, LLC 5%2,816 63,198 AlphaCore Capital LLC sold465 0
PBWM Holdings, LLC bought2,709 2,709 Bigelow Investment Advisors, LLC 1%455 41,496
BEACON INVESTMENT ADVISORY SERVICES, INC. 3%2,653 88,996 Brookmont Capital Management 13%452 3,122
Alpha Cubed Investments, LLC 5%2,638 51,024 SOL Capital Management CO 10%445 4,235
Bristlecone Advisors, LLC 36%2,626 9,833 DUNCKER STREETT & CO INC 3%437 16,417
DAVENPORT & CO LLC 2%2,603 155,509 INTL FCSTONE INC. 2%436 24,154
Baker Avenue Asset Management, LP bought2,575 2,575 REILLY FINANCIAL ADVISORS, LLC 34%430 853
Hanson Investment Management bought2,543 2,543 BAILARD, INC. 13%428 2,827
Johnson Financial Group, Inc. 14%2,534 20,678 CAMDEN NATIONAL BANK 3%426 11,856
Confluence Wealth Management LLC bought2,531 2,531 Godshalk Welsh Capital Management, Inc. 4%416 9,455
FORT PITT CAPITAL GROUP, LLC bought2,468 2,468 COMMERCE BANK N A/MO 2%416 18,154
Heritage Trust Co 7%2,464 35,374 Windsor Group LTD 4%415 9,323
BURNS J W & CO INC/NY 7%2,407 36,162 Old Port Advisors 15%415 2,280
MADDEN SECURITIES Corp bought2,406 2,406 Zhang Financial LLC 4%415 10,305
SONATA CAPITAL GROUP INC 28%2,400 11,073 Vestmark Advisory Solutions, Inc. 8%413 4,530
Kerntke Otto McGlone Wealth Management Group 7%2,392 35,264 YCMNET ADVISORS INC 15%409 2,280
Resources Investment Advisors, Inc. 17%2,380 16,086 VIVID FINANCIAL MANAGEMENT, INC. 10%400 3,502
Covington Capital Management 2%2,375 107,684 WESBANCO BANK INC 6%390 6,188
Wall Street Access Asset Management, LLC bought2,363 2,363 PAPP L ROY & ASSOCIATES 3%385 12,915
Mengis Capital Management, Inc. bought2,353 2,353 TRUST CO OF VERMONT 1%385 26,456
DAVIDSON TRUST CO bought2,323 2,323 Cable Hill Partners, LLC 2%376 15,531
SimpliFi, Inc. 2%2,322 138,555 WEBSTER BANK, N. A. 1%373 43,821
TANDEM CAPITAL MANAGEMENT CORP /ADV 34%2,295 9,030 ARQ WEALTH ADVISORS, LLC 3%365 11,642
Barnes Bonner Castles 14%2,288 18,946 ROBERTS GLORE & CO INC /IL/ 2%354 16,444
Financial Engines Advisors L.L.C. bought2,274 2,274 PARSONS CAPITAL MANAGEMENT INC/RI 5%348 6,924
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 8%2,267 29,054 Northstar Group, Inc. 1%346 30,150
HOWLAND CAPITAL MANAGEMENT INC bought2,257 2,257 Vigilant Capital Management, LLC sold330 0
Aspen Investment Management Inc bought2,249 2,249 Well Done, LLC 5%326 6,254
PINNACLE ASSOCIATES LTD 12%2,246 20,215 HOWARD WEALTH MANAGEMENT, LLC 1%325 32,619
Jackson, Grant Investment Advisers, Inc. 3%2,233 87,180 Miramar Capital, LLC 3%322 9,497
SHEETS SMITH & ASSOCIATES INC 11%2,214 21,705 Vantage Financial Partners Ltd., Inc. 4%320 8,010
55I, LLC bought2,206 2,206 Glassman Wealth Services 21%317 1,175
New World Advisors LLC bought2,176 2,176 WEST BANCORPORATION INC 7%312 4,427
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 36%2,174 8,194 Compass Ion Advisors, LLC 4%304 7,320
Gleason Group, Inc. bought2,145 2,145 VERUS CAPITAL PARTNERS, LLC 13%301 2,044
Carl P. Sherr & Co., LLC bought2,141 2,141 Weaver Consulting Group 1%300 45,322
WEIK INVESTMENT SERVICES INC bought2,105 2,105 PBMares Wealth Management LLC 11%300 2,529
B & T Capital Management DBA Alpha Capital Management 36%2,094 7,942 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1%300 22,740
ROMAN BUTLER FULLERTON & CO 11%2,078 20,291 Summit Financial Wealth Advisors, LLC 6%297 4,605
REGENTATLANTIC CAPITAL LLC 34%2,072 8,213 Pacifica Partners Inc. 31%296 666
Financial Advocates Investment Management 9%2,066 24,366 Secure Asset Management, LLC 3%296 10,322
Fort Point Capital Partners, LLC bought2,055 2,055 Cribstone Capital Management, LLC 28%293 736
Garrett Wealth Advisory Group, LLC 4%2,044 50,951 Moloney Securities Asset Management, LLC 5%280 5,305
MARINO, STRAM & ASSOCIATES LLC 16%2,040 14,546 Ellevest, Inc. 100%279 1
Sheaff Brock Investment Advisors, LLC bought2,031 2,031 Independent Advisor Alliance 7%278 3,510
Detalus Advisors, LLC 11%2,030 20,786 Carmichael Hill & Associates, Inc. 2%276 14,251
IBERIABANK CORP 10%2,029 21,995 Corient Capital Partners, LLC 5%269 4,664
Ironwood Investment Counsel, LLC 23%2,024 10,685 BEACON FINANCIAL GROUP 0%269 121,802
CRA Financial Services, LLC 2%1,966 81,295 Semmax Financial Advisors Inc. sold269 0
Actinver Wealth Management, Inc. 54%1,964 5,634 Botty Investors LLC sold268 0
Multi-Financial Securities Corp 4%1,953 48,702 D L CARLSON INVESTMENT GROUP INC 6%266 4,286
Asset Management Investors, LLC bought1,940 1,940 Occidental Asset Management, LLC 9%265 2,677
Campbell Wealth Management bought1,933 1,933 Sandy Spring Bank 3%253 7,037
NAVELLIER & ASSOCIATES INC bought1,902 1,902 BOSTON FINANCIAL MANGEMENT INC /MA 1%250 32,454
MACKENZIE FINANCIAL CORP 12%1,900 17,900 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2%248 13,666
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT bought1,896 1,896 Triangle Securities Wealth Management 6%239 3,468
CWA Asset Management Group, LLC bought1,895 1,895 CALTON & ASSOCIATES, INC. 8%230 2,683
HPM Partners LLC 19%1,878 11,852 Abbot Financial Management, Inc. 1%229 16,216
PROFESSIONAL PLANNING bought1,861 1,861 TRUSTCORE FINANCIAL SERVICES, LLC 0%227 46,809
Rudd International, Inc. bought1,834 1,834 EPG Wealth Management LLC sold210 0
Beaumont Financial Partners, LLC bought1,826 1,826 Financial Partners Group, Inc 3%209 7,588
MATRIX ASSET ADVISORS INC/NY bought1,823 1,823 Bedell Investment Counselling 8%209 2,300
Wealthquest Corp bought1,822 1,822 Covenant Asset Management, LLC 5%200 3,600
Demars Financial Group, LLC bought1,813 1,813 Private Ocean, LLC 14%190 1,181
GM Advisory Group, Inc. bought1,806 1,806 Lindbrook Capital, LLC sold190 0
Scott & Selber, Inc. 6%1,804 33,610 GYL FINANCIAL SYNERGIES, LLC 6%186 2,768
Walleye Trading LLC bought1,801 1,801 US BANCORP DE 0%179 169,847
H D Vest Advisory Services 2%1,801 75,894 CLS INVESTMENT FIRM, LLC 6%170 2,628
ORLEANS CAPITAL MANAGEMENT CORP/LA bought1,800 1,800 Old North State Trust, LLC 1%166 15,144
EATON VANCE MANAGEMENT 3%1,789 66,711 Spears Abacus Advisors LLC 7%156 2,043
MILLENNIUM MANAGEMENT LLC bought1,788 1,788 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2%153 9,377
CANANDAIGUA NATIONAL CORP bought1,783 1,783 Stonebridge Capital Advisors LLC 9%150 1,561
Betterment LLC bought1,769 1,769 Capital Advisory Group Advisory Services, LLC sold149 0
Partnervest Advisory Services LLC 13%1,765 15,580 HARVEST GROUP WEALTH MANAGEMENT, LLC 10%143 1,292
Bragg Financial Advisors, Inc bought1,741 1,741 ROPES WEALTH ADVISORS LLC 1%138 9,628
RVW Wealth, LLC bought1,730 1,730 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 6%136 2,326
Pinnacle Advisory Group, Inc. bought1,729 1,729 BESSEMER GROUP INC 1%134 26,371
Plancorp, LLC bought1,729 1,729 Carnick & Kubik Group, LLC 5%132 2,573
ARTHUR M. COHEN & ASSOCIATES, LLC bought1,720 1,720 Mraz, Amerine & Associates, Inc. 1%130 15,638
FIDUCIARY TRUST CO 13%1,718 14,828 KINGS POINT CAPITAL MANAGEMENT 1%127 10,990
First City Capital Management, Inc. bought1,710 1,710 HoyleCohen, LLC 0%126 26,542
NORTHEAST INVESTMENT MANAGEMENT 3%1,709 56,611 VIRIDIAN RIA, LLC 1%125 14,980
Gemmer Asset Management LLC bought1,656 1,656 Apella Capital, LLC 0%121 99,526
MEANS INVESTMENT CO., INC. bought1,656 1,656 PEAPACK GLADSTONE FINANCIAL CORP 3%120 3,370
PROEQUITIES, INC. 5%1,654 34,772 VISTA INVESTMENT MANAGEMENT 3%120 3,461
Pinnacle Wealth Management Advisory Group, LLC 64%1,620 4,167 LINCOLN CAPITAL CORP 2%119 5,495
Estate Counselors, LLC bought1,550 1,550 TOBIAS FINANCIAL ADVISORS, INC. 1%119 17,418
TWIN FOCUS CAPITAL PARTNERS, LLC 5%1,502 34,612 Affiance Financial, LLC 1%111 15,633
QUADRANT CAPITAL GROUP LLC bought1,475 1,475 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC sold110 0
Newman Dignan & Sheerar, Inc. 16%1,473 10,697 ERn Financial, LLC 2%103 6,493
Patriot Investment Management Inc. 2%1,442 87,847 Lenox Wealth Management, Inc. 36%102 183
Lucia Wealth Services, LLC 8%1,434 20,270 Key FInancial Inc sold102 0
Paradigm Financial Partners, LLC 18%1,427 9,315 STEPHENSON NATIONAL BANK & TRUST 12%100 725
UNIONBANCAL CORP 15%1,420 10,987 DUBUQUE BANK & TRUST CO 2%100 4,200
BRADLEY FOSTER & SARGENT INC/CT 14%1,415 11,177 Beacon Financial Advisory LLC 1%100 11,383
Buckingham Asset Management, LLC 6%1,410 24,552 NVWM, LLC 3%100 3,016
PHILADELPHIA TRUST CO 8%1,385 18,223 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 1%100 12,089
Meridian Wealth Partners, LLC bought1,335 1,335 RESOURCES MANAGEMENT CORP /CT/ /ADV 13%100 660
BP WEALTH MANAGEMENT, LLC 25%1,333 6,752 Centerpoint Advisors, LLC sold100 0
Emerald Investment Partners, LLC 3%1,312 39,076 Marble Harbor Investment Counsel, LLC 2%100 4,858
Kingsview Wealth Management, LLC 2%1,296 53,867 Alpha Omega Wealth Management LLC 4%98 2,656
Day & Ennis, LLC 5%1,291 27,814 BFSG, LLC 1%93 9,702
COLDSTREAM CAPITAL MANAGEMENT INC 2%1,277 65,317 Ballentine, Finn & Company, Inc. 0%90 228,912
CWS Financial Advisors, LLC 34%1,248 4,956 WADE G W & INC 2%85 4,184
White Lighthouse Investment Management Inc. 2%1,216 58,162 PrairieView Partners, LLC 2%80 3,929
Graves-Light Private Wealth Management, Inc. 1%1,210 138,581 LWS Wealth Advisors, Inc. 0%79 106,178
Meridian Wealth Management, LLC 23%1,138 6,184 Good Life Advisors, LLC 0%78 17,902
Baird Financial Group, Inc. 6%1,130 21,103 Ascent Wealth Partners, LLC 2%77 4,340
Moors & Cabot, Inc. 6%1,127 21,043 BOURGEON CAPITAL MANAGEMENT LLC sold77 0
ATTICUS WEALTH MANAGEMENT, LLC 13%1,077 9,352 Norway Savings Bank 11%76 597
GOULD ASSET MANAGEMENT LLC /CA/ 17%1,070 7,480 PATTEN & PATTEN INC/TN 1%73 9,711
Goelzer Investment Management, Inc. 5%1,037 21,059 ROCKLAND TRUST CO 1%70 11,655
Successful Portfolios LLC 24%1,020 5,232 PRUDENTIAL FINANCIAL INC 2%70 3,371
Keebeck Wealth Management, LLC bought1,000 1,000 TSFG, LLC 0%68 16,394
Essex Savings Bank 21%1,000 5,660 BRIDGES INVESTMENT MANAGEMENT INC 3%66 2,337
Creative Planning 0%999 270,270 Financial Gravity Wealth, Inc. 65%65 35
JANE STREET GROUP, LLC 6%984 18,155 S.A. Mason LLC 1%63 4,638
BARCLAYS PLC 308%969 1,284 1776 Wealth LLC 2%60 3,639
Frontier Wealth Management LLC 43%910 3,003 CITY HOLDING CO 4%60 1,621
Koshinski Asset Management, Inc. 2%889 42,149 HARBOR INVESTMENT ADVISORY, LLC 1%58 10,090
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19%884 5,439 LAKE STREET FINANCIAL LLC 2%54 3,351
EVOKE WEALTH, LLC 2%879 43,560 KCM INVESTMENT ADVISORS LLC 0%54 13,717
Stratos Wealth Advisors, LLC 5%876 18,093 Sound Income Strategies, LLC 35%53 100
Bogart Wealth, LLC 1%871 158,854 Capital Analysts, Inc. 25%50 154
SCHRODER INVESTMENT MANAGEMENT GROUP bought855 855 Perigon Wealth Management, LLC 1%50 5,876
Strategic Blueprint, LLC 8%849 11,805 Savior LLC 1%49 4,028
Nikulski Financial, Inc. 1%808 90,994 Verdence Capital Advisors LLC 1%43 6,205
Global Retirement Partners, LLC 3%803 30,621 LYELL WEALTH MANAGEMENT, LP 1%43 2,956
Patten Group, Inc. 30%800 3,435 Peninsula Wealth, LLC 2%38 2,360
PACIFIC SUN FINANCIAL CORP 19%800 5,000 Indie Asset Partners, LLC 1%35 4,641
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12%798 7,527 Huber Financial Advisors, LLC 0%34 8,841
Rikoon Group, LLC 30%784 3,427 ROWLAND CARMICHAEL ADVISORS INC /ADV 0%34 7,942
IFG Advisory, LLC 3%777 25,196 MAI Wealth Advisors 0%30 8,063
Altavista Wealth Management, Inc. 10%758 8,050 John W. Brooker & Co., CPAs 1%28 2,531
SENTINEL PENSION ADVISORS INC 5%758 16,210 BENEDICT FINANCIAL ADVISORS INC 1%27 4,861
HENGEHOLD CAPITAL MANAGEMENT LLC 26%742 3,598 Perennial Advisors, LLC 3%27 890
Capital Asset Advisory Services LLC 11%728 7,181 Cardan Capital Partners, LLC 1%18 2,438
Evensky & Katz, Inc. 0%728 207,487 Bridgeworth, LLC 0%16 13,872
Ronna Sue Cohen 15%722 5,385 NORTHWEST WEALTH MANAGEMENT, LLC 0%14 4,348
Heritage Wealth Advisors bought716 716 FINANCIAL COUNSELORS INC 0%11 11,778
Investors Financial Group, LLC 5%703 15,103 Paradigm Financial Advisors, LLC 0%9 70,292
J. W. Coons Advisors, LLC 11%685 6,694 Paulson Wealth Management Inc. 0%7 4,045
Charles Schwab Trust Co 33%655 2,655 FIRST NATIONAL CORP /MA/ /ADV 0%5 2,572
ENTERPRISE FINANCIAL SERVICES CORP bought651 651 American Institute for Advanced Investment Management, LLP 0%4 25,931
BOSTON FAMILY OFFICE LLC 3%620 23,702 Bay Harbor Wealth Management, LLC sold3 0
REGIONS FINANCIAL CORP 5%615 12,830 BRINKER CAPITAL INC 0%3 3,673
Strategic Wealth Partners Group LLC 4%608 15,490 SG Americas Securities, LLC 0%3 4,200
SCBT FINANCIAL CORP 1%602 45,190 CLEAR INVESTMENT RESEARCH, LLC sold1 0
Taylor Hoffman Wealth Management bought600 600 Winslow, Evans & Crocker, Inc. 0%1 745
BROWN BROTHERS HARRIMAN & CO bought600 600 DELTA ASSET MANAGEMENT LLC/TN no change 189
Front Row Advisors LLC 14%580 4,766 LVM CAPITAL MANAGEMENT LTD/MI no change 1,935
Fairhaven Wealth Management, LLC 3%546 22,221 TRUST CO OF OKLAHOMA no change 3,401
Baldrige Asset Management LLC 27%545 2,575 CA Family Wealth, LLC no change 3,430
COOPER/HAIMS ADVISORS, LLC 8%539 7,668 FIRST FINANCIAL CORP /IN/ no change 1,000
Starfire Investment Advisers, Inc. 1%538 100,339 NOESIS CAPITAL MANGEMENT CORP no change 3,119
Mount Yale Investment Advisors, LLC 25%532 2,632 Willingdon Wealth Management no change 345
Coastal Investment Advisors, Inc. 23%519 2,799 Center for Financial Planning, Inc. no change 62
Lighthouse Financial Advisors, Inc. 8%510 6,922 AlphaMark Advisors, LLC no change 240
MISSION WEALTH MANAGEMENT, LLC 7%509 7,721 Lake Point Wealth Management no change 7
CNB Bank bought508 508 Dougherty Wealth Advisers LLC no change 250
BRIGHTON JONES LLC 5%507 10,207 West Oak Capital, LLC no change 200
FCG ADVISORS, LLC 12%500 4,512 Cascade Investment Advisors, Inc. no change 200
SAGE RHINO CAPITAL LLC 12%500 4,515 Founders Capital Management no change 400
Institute for Wealth Management, LLC. 9%494 5,926 Ironwood Wealth Management, llc no change 190
Savant Capital Management Inc 2%494 24,339 Braun-Bostich & Associates Inc. no change 200
Castle Rock Wealth Management, LLC 25%489 2,484 RPg Family Wealth Advisory, LLC no change 380
Atlas Private Wealth Advisors bought487 487 TOTH FINANCIAL ADVISORY CORP no change 490
WHITTIER TRUST CO 1%485 83,279 Enterprise Trust & Investment Co no change 109
PUTNAM FL INVESTMENT MANAGEMENT CO 1%484 67,597 SeaBridge Investment Advisors LLC no change 61
Cedar Brook Financial Partners, LLC 2%462 24,601 Burt Wealth Advisors no change 63
Meridian Wealth Advisors, LLC 1%455 47,928 S&CO INC no change 24,271
Opus Capital Group, LLC 3%453 17,061 Sonora Investment Management, LLC no change 75
HMS Capital Management, LLC 7%451 6,599 JFS WEALTH ADVISORS, LLC no change 36
Asset Management Group, Inc. 0%424 90,005 Cordasco Financial Network no change 29
Reynders McVeigh Capital Management, LLC 3%417 13,707 Danda Trouve Investment Management, Inc. no change 1
FC Advisory LLC 8%404 5,767 JJJ Advisors Inc. no change 18
Fort Sheridan Advisors LLC 16%392 2,919 MANCHESTER FINANCIAL INC no change 29
Independence Bank of Kentucky 37%390 1,455 Perkins Coie Trust Co no change 251
Brown Advisory Securities, LLC 8%388 5,561 ACIMA PRIVATE WEALTH, LLC no change 10,225
Ellis Investment Partners, LLC 10%385 4,191 PITTENGER & ANDERSON INC no change 123
Leonard Rickey Investment Advisors P.L.L.C. 7%384 5,798 CBIZ Investment Advisory Services, LLC no change 126
GUYASUTA INVESTMENT ADVISORS INC 6%380 6,435 Horan Securities, Inc. no change 127
Prestige Wealth Management Group LLC bought365 365 SECURITY NATIONAL TRUST CO no change 150
Cornerstone Advisory, LLP 3%361 13,057 ATWOOD & PALMER INC no change 113
Truvestments Capital LLC bought357 357 Eukles Asset Management no change 113
Stratford Consulting, LLC 5%356 7,202 THOMPSON SIEGEL & WALMSLEY LLC no change 101
Davis Capital Management bought354 354 Tradewinds Capital Management, LLC no change 104
Lakeview Capital Partners, LLC 3%350 11,849 LEVIN CAPITAL STRATEGIES, L.P. no change 10,000
Larson Financial Group LLC 116%350 653 RDA Financial Network no change 4,401
HIGHLAND CAPITAL MANAGEMENT CORP 2%347 16,267 ALPINE WOODS CAPITAL INVESTORS, LLC no change 4,952
FORBES J M & CO LLP 1%335 44,363 BALDWIN BROTHERS INC/MA no change 5,500
FSA Wealth Management LLC bought325 325 Miller Investment Management, LP no change 5,655
NORTHSTAR ASSET MANAGEMENT LLC 5%325 7,400 Intellectus Partners, LLC no change 5,208
Bay Rivers Group 1%319 31,645 CARRET ASSET MANAGEMENT no change 5,165
E&G Advisors, LP 0%316 264,621 Financial Advisory Group no change 5,000
WAYNE HUMMER INVESTMENTS L.L.C. 0%310 63,159 First Personal Financial Services no change 5,134
SAND HILL ADVISORS INC/CA 4%302 8,069 Northwest Bancshares, Inc. no change 6,070
TOMPKINS FINANCIAL CORP bought300 300 CANTOR FITZGERALD INVESTMENT ADVISER L.P. no change 6,290
People's United Financial, Inc. 2%299 15,810 Ridgewood Investments LLC no change 7,333
ROWLAND & CO INVESTMENT COUNSEL/ADV 27%295 1,400 Alera Investment Advisors, LLC no change 8,623
Aureus Asset Management, LLC 10%293 3,260 Wealthstreet Investment Advisors, LLC no change 7,291
Ashfield Capital Partners, LLC 0%292 79,087 Nadler Financial Group, Inc. no change 7,266
Joseph P. Lucia & Associates, LLC 12%275 2,530 WESCAP Management Group, Inc. no change 6,466
Column Capital Advisors, LLC bought258 258 LeJeune Puetz Investment Counsel LLC no change 6,900
Prime Capital Investment Advisors, LLC 1%256 33,909 Redhawk Wealth Advisors, Inc. no change 4,760
Aevitas Wealth Management, Inc. 2%252 16,921 Kingfisher Capital LLC no change 4,596
Aviance Capital Partners, LLC 2%243 15,597 Willow Creek Wealth Management Inc. no change 3,835
Procyon Private Wealth Partners, LLC bought242 242 Boltwood Capital Management no change 3,842
Cambridge Advisors Inc. 1%231 33,454 Parsec Financial Management, Inc. no change 3,787
FineMark National Bank & Trust 2%226 12,319 QUANTUM CAPITAL MANAGEMENT no change 3,618
Edgestream Partners, L.P. 5%223 4,676 CADINHA & CO LLC no change 3,471
Verity & Verity, LLC 2%221 12,444 Crescent Grove Advisors, LLC no change 3,473
Interactive Financial Advisors 0%211 100,083 Chevy Chase Trust Holdings, Inc. no change 3,992
Advisors Capital Management, LLC 3%209 6,181 Tortoise Investment Management, LLC no change 4,035
HUNTINGTON NATIONAL BANK 1%204 17,795 Sage Capital Advisors,llc no change 4,335
Streettalk Advisors, LLC 9%201 2,501 CAPITAL CITY TRUST CO/FL no change 4,468
APPLETON PARTNERS INC/MA 5%200 4,644 CULBERTSON A N & CO INC no change 4,315
Winthrop Advisory Group LLC 2%194 11,730 FOSTER DYKEMA CABOT & CO INC/MA no change 4,137
McIlrath & Eck, LLC bought190 190 Grubman Wealth Management no change 4,095
RFG Advisory Group, LLC 1%185 14,601 Biltmore Family Office, LLC no change 9,288
Raab & Moskowitz Asset Management LLC 0%178 38,223 Sugarloaf Wealth Management, LLC no change 9,539
Millburn Ridgefield Corp 43%174 577 Jordan Park Group LLC no change 22,860
Retirement Network 32%173 706 Independent Family Office, LLC no change 24,052
Integer Wealth Advisors Group LLC 7%172 2,634 BANK OF HAWAII no change 22,747
Integrated Wealth Concepts LLC 1%164 18,510 WealthBridge Capital Management, LLC no change 22,709
Moisand Fitzgerald Tamayo, LLC bought161 161 Wellspring Financial Advisors, LLC no change 17,419
Cetera Investment Advisers 1%157 20,440 Riverpoint Wealth Management Holdings, LLC no change 20,366
GILL CAPITAL PARTNERS, LLC 7%154 2,365 ATHENA CAPITAL ADVISORS LLC no change 26,851
Moser Wealth Advisors, LLC 1%153 28,274 Stevard, LLC no change 36,399
Argent Trust Co 6%151 2,830 THRIVENT FINANCIAL FOR LUTHERANS no change 6,074
Towerpoint Wealth, LLC 2%150 6,839 Gibson Capital Management, Ltd. no change 132,081
Livingston Group Asset Management CO (operating as Southport Capital Management) 1%150 20,001 ROOF EIDAM & MAYCOCK/ADV no change 92,689
Gradient Capital Advisors, LLC 4%145 3,846 TIAA, FSB no change 800
CX Institutional bought141 141 Pathway Financial Advisors LLC no change 38,962
HOLDERNESS INVESTMENTS CO 6%130 2,364 Litman Gregory Asset Management LLC no change 43,337
Selective Wealth Management 6%104 1,786 First National Bank of Mount Dora, Trust Investment Services no change 15,955
EVERETT HARRIS & CO /CA/ 1%100 6,810 Change Path, LLC no change 100
Disciplined Investments, LLC 2%97 4,023 Pinnacle Bank no change 10,996
Richard C. Young & CO., LTD. 4%93 2,561 Windham Capital Management, LLC no change 11,000
Capital Investment Advisors, LLC 0%92 42,990 Dorsey & Whitney Trust CO LLC no change 10,535
Berman Capital Advisors, LLC 0%86 22,433 Southeast Asset Advisors Inc. no change 10,012
RPG Investment Advisory, LLC 1%86 10,242 Plante Moran Financial Advisors Ltd Partnership no change 9,790
Radnor Financial Advisors, LLC 0%84 40,530 EPIQ Capital Group, LLC no change 9,983
GOFEN & GLOSSBERG LLC /IL/ 2%83 5,148 MOTCO no change 11,183
Sailer Financial LLC 0%82 33,655 Green Square Asset Management, LLC no change 11,254
Asset Dedication, LLC 2%82 4,154 Busey Trust CO no change 12,390
HOEY INVESTMENTS, INC bought82 82 Community Bank, N.A. no change 14,845
Mayfair Advisory Group, LLC 1%81 5,986 LAKE STREET ADVISORS GROUP, LLC no change 12,047
TRUEWEALTH LLC 1%80 6,502 GLYNN JA & CO no change 12,001
MCF Advisors LLC bought79 79 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 11,420
FIRST NATIONAL TRUST CO 1%75 13,375 PFG Financial Advisors no change 3,319
SVA Plumb Wealth Management, LLC 2%71 4,367 BCS Wealth Management no change 3,300
Coastal Capital Group, Inc. 4%71 2,014 Acropolis Investment Management, LLC no change 1,333
Gierl Augustine Investment Management Inc bought70 70 MV Capital Management, Inc. no change 1,416
Coe Capital Management, LLC 1%68 4,761 EDMOND DE ROTHSCHILD HOLDING S.A. no change 1,250
Altium Wealth Management LLC 2%64 3,684 Psagot Investment House Ltd. no change 1,200
Oakworth Capital, Inc. 6%61 1,097 Edge Wealth Management LLC no change 1,093
Baldwin Investment Management, LLC 1%60 4,835 AllSquare Wealth Management LLC no change 1,128
DEUTSCHE BANK AG 3%60 2,150 Gradient Investments LLC no change 1,830
CITIZENS FINANCIAL GROUP INC/RI 0%54 11,505 Financeware, Inc. no change 1,844
Parkside Financial Bank & Trust 32%54 225 TrinityPoint Wealth, LLC no change 2,054
Ford Financial Group, Inc. 1%53 6,758 Paul A. Violich, Inc. no change 2,100
Emery Howard Portfolio Management, Inc. 0%53 22,078 STOCK YARDS BANK & TRUST CO no change 2,006
Palisade Asset Management, LLC 1%52 3,779 West Coast Financial LLC no change 1,950
ALBION FINANCIAL GROUP /UT 1%48 3,473 TNB Financial no change 1,927
D.B. Root & Company, LLC 2%45 2,437 Jackson Hole Capital Partners, LLC no change 1,940
Americana Partners, LLC 1%42 7,127 LIBERTY WEALTH MANAGEMENT LLC no change 1,053
Mercer Investment Management, Inc. 0%41 8,759 Capital Directions Investment Advisors, LLC no change 1,032
Hillstrust 2%40 2,215 MBM Wealth Consultants, LLC no change 624
Comprehensive Portfolio Management, LLC 1%40 5,106 ADIRONDACK TRUST CO no change 627
Evergreen Advisors, LLC 0%34 7,343 Avondale Wealth Management no change 517
PALLADIUM PARTNERS LLC 0%34 47,570 Canton Hathaway, LLC no change 391
WETHERBY ASSET MANAGEMENT INC 0%34 9,885 Investors Research Corp no change 307
McMahon Financial Advisors, LLC bought31 31 Global Wealth Management Investment Advisory, Inc. no change 351
NAPLES GLOBAL ADVISORS, LLC 1%30 2,345 BELLEVUE ASSET MANAGEMENT, LLC no change 700
Raub Brock Capital Management LP 1%29 4,728 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC no change 808
Filbrandt Wealth Management, LLC bought29 29 Private Capital Group, LLC no change 921
Quaker Wealth Management, LLC 0%28 6,902 Bedel Financial Consulting, Inc. no change 1,024
McNamara Financial Services, Inc. 0%28 46,857 Red Door Wealth Management, LLC no change 887
Oak Asset Management, LLC 1%26 2,451 Roble, Belko & Company, Inc no change 880
Arcus Capital Partners, LLC 0%26 8,451 Arkadios Wealth Advisors no change 835
Glenview Trust Co 1%25 3,114 SPRENG CAPITAL MANAGEMENT, INC. no change 2,101
Santori & Peters, Inc. 0%21 4,852 Marietta Wealth Management, LLC no change 2,125
MEEDER ASSET MANAGEMENT INC 1%20 3,249 WEALTHSOURCE PARTNERS, LLC no change 2,902
Barrett Asset Management, LLC 1%19 1,703 Lester Murray Antman dba SimplyRich no change 2,981
Frisch Financial Group, Inc. 0%18 4,011 Goodman & Company, Investment Counsel Ltd. no change 2,830
Maxim Capital Management LLC 0%16 9,436 Proficio Capital Partners LLC no change 2,810
Merriman Wealth Management, LLC 0%12 3,114 Focused Wealth Management, Inc no change 2,778
CAPE COD FIVE CENTS SAVINGS BANK 0%12 11,527 CAPITAL WEALTH MANAGEMENT, LLC no change 2,789
Magnus Financial Group LLC 0%12 3,304 Claybrook Capital, LLC no change 3,000
Rocky Mountain Advisers, LLC 0%10 11,940 Round Table Services, LLC no change 3,013
MURPHY CAPITAL MANAGEMENT INC 0%10 3,410 Sowa Financial Group, Inc. no change 3,242
HYMAN CHARLES D 0%9 2,684 SMITH CHAS P & ASSOCIATES PA CPAS no change 3,249
TL Private Wealth 0%9 1,859 Icon Wealth Partners, LLC no change 3,197
Resource Management, LLC 0%7 5,567 BancorpSouth Bank no change 3,122
MONECO Advisors, LLC 0%7 9,018 Legacy Private Trust Co. no change 3,108
MONETA GROUP INVESTMENT ADVISORS INC 0%7 5,743 Kuehl Shepherd Kozlowski & Associates,Inc. no change 2,750
LBMC INVESTMENT ADVISORS, LLC 0%6 2,230 DAVIS R M INC no change 2,620
BOYS ARNOLD & CO INC 0%5 19,190 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV no change 2,345
Conservest Capital Advisors, Inc. 0%5 2,169 FIRST COMMONWEALTH FINANCIAL CORP /PA/ no change 2,373
Relyea Zuckerberg Hanson LLC 0%4 6,243 MBE Wealth Management, LLC no change 2,321
Baystate Wealth Management LLC 0%3 9,797 Radnor Capital Management, LLC no change 2,300
Hemenway Trust Co LLC 0%3 3,153 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT no change 2,140
NOTTINGHAM ADVISORS, INC. 0%2 10,218 Schneider Downs Wealth Management Advisors, LP no change 2,171
InterOcean Capital, LLC 0%2 2,801 Merit Financial Group, LLC no change 2,381
Hudock Moyer Wealth Resources, LLC 0%2 538 WILEY BROS.-AINTREE CAPITAL, LLC no change 2,398
Mine & Arao Wealth Creation & Management, LLC. 0%1 431 Measured Wealth Private Client Group, LLC no change 2,549
F3Logic, LLC no change 2,566
Blankinship & Foster, LLC no change 2,516
LS Investment Advisors, LLC no change 2,420
Optas, LLC no change 2,412
CULLEN FROST BANKERS INC no change 300
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