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STOCK TICKER:
VANGUARD VALUE ETF   (ticker: VTV)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 222,741,738
Previous Holdings: 211,490,296
Change: 5.32%
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)
JONES FINANCIAL COMPANIES LLLP 9%6,563,745 82,389,220 UBS Group AG 100%16,719,744 547
CAPTRUST FINANCIAL ADVISORS bought542,498 542,498 Johanson Financial Advisors, Inc. 99%3,002,288 29,102
MACKENZIE FINANCIAL CORP 32%496,038 2,066,600 Bank of New York Mellon CORP 25%649,104 1,912,113
Waldron, LP 264%390,535 538,633 ZEKE CAPITAL ADVISORS, LLC 58%641,401 455,702
EP Wealth Advisors, Inc. 13%369,065 3,209,752 Betterment LLC 6%607,943 9,017,317
ENVESTNET ASSET MANAGEMENT INC 2%336,038 18,219,531 STATE STREET CORP 61%501,566 320,000
DAVIDSON D A & CO 7%324,136 5,005,798 SEI INVESTMENTS CO 23%487,616 1,643,998
OXFORD FINANCIAL GROUP LTD 1,080%297,068 324,585 WADDELL & ASSOCIATES, LLC 92%295,313 25,968
Morningstar Investment Services, Inc. 22%262,857 1,458,373 Raymond James Financial Services Advisors, Inc. 35%293,104 546,846
US BANCORP DE bought251,139 251,139 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 92%264,943 24,220
Hanson McClain, Inc. 17,030%250,513 251,984 Hirtle Callaghan & Co Inc 37%204,370 355,541
LPL Financial CORP 4%201,755 5,137,145 RAYMOND JAMES & ASSOCIATES 10%124,505 1,098,333
Mariner Wealth Advisors, LLC 21%183,030 1,046,852 STEPHENS GROUP ASSET MANAGEMENT, LLC 20%122,226 503,614
MATHER GROUP, INC. 294%163,801 219,583 WELLS FARGO & CO/MN 3%114,411 3,833,321
MML INVESTORS SERVICES, LLC 28%160,261 732,320 GV Capital Management 20%112,042 436,958
RSM US WEALTH MANAGEMENT LLC bought148,290 148,290 Manchester Capital Management LLC 64%107,287 60,123
Amerivest Investment Management LLC 3%143,466 4,274,897 Coastal Capital Group, Inc. 96%105,706 4,306
CBIZ Investment Advisory Services, LLC 11%142,980 1,395,294 AdvicePeriod, LLC 29%88,138 212,232
Sowell Financial Services LLC 586%128,641 150,600 Bedell Investment Counselling sold85,252 0
Independence Advisors, LLC 35%128,520 490,672 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 11%81,643 643,377
Affinity Capital Advisors, LLC bought119,460 119,460 BP WEALTH MANAGEMENT, LLC 93%69,699 4,896
ROOSEVELT INVESTMENT GROUP INC bought115,056 115,056 J.W. COLE ADVISORS, INC. sold61,934 0
Empirical Financial Services, LLC 214%108,951 159,935 CITIGROUP INC 18%60,995 278,173
Summit Trail Advisors, LLC bought108,013 108,013 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 41%60,933 88,893
CONDOR CAPITAL MANAGEMENT 55%92,789 260,245 Global Strategic Investment Solutions, LLC sold57,636 0
J P MORGAN CHASE & CO 18%84,194 540,219 Financial Services Advisory Inc sold54,211 0
M&T BANK CORP bought77,000 77,000 Regal Investment Advisors, LLC sold52,070 0
Miracle Mile Advisors, LLC 130%73,657 130,472 FDx Advisors, Inc. sold50,899 0
N.E.W. Advisory Services LLC bought70,079 70,079 Relaxing Retirement Coach 52%49,663 45,347
SYNOVUS FINANCIAL CORP 1,749%69,532 73,508 MYCIO WEALTH PARTNERS, LLC sold48,373 0
Keebeck Wealth Management, LLC bought61,311 61,311 Stewardship Financial Advisors, LLC 57%46,652 35,778
CAMBIAR INVESTORS LLC bought60,185 60,185 CAPROCK Group, Inc. 70%46,247 19,838
Milestone Group, Inc. 415%60,035 74,514 COLDSTREAM CAPITAL MANAGEMENT INC 24%45,826 145,741
FRANKLIN RESOURCES INC 93%58,287 121,163 Clearshares LLC sold43,640 0
Burns Wealth Management, Inc. 53%56,931 164,445 Magnus Financial Group LLC 40%42,583 64,223
Compton Wealth Advisory Group, LLC bought55,084 55,084 Silverleafe Capital Partners, LLC sold40,362 0
DUBUQUE BANK & TRUST CO 141%52,228 89,210 Garde Capital, Inc. 6%38,956 663,761
Altium Wealth Management LLC 366%49,431 62,940 Evolution Wealth Advisors, LLC 31%38,625 87,326
Private Advisor Group, LLC 7%49,018 731,703 SAGE FINANCIAL GROUP INC 11%37,817 301,109
PARTNERS CAPITAL INVESTMENT GROUP, LLP 6%48,288 837,610 MERITAGE PORTFOLIO MANAGEMENT sold35,994 0
Koshinski Asset Management, Inc. 173%47,097 74,354 Janney Montgomery Scott LLC 18%35,436 164,687
BLAIR WILLIAM & CO/IL 11%46,949 473,727 Tillar-Wenstrup Advisors, LLC sold35,401 0
Blue Sky Asset Management, LLC 248%46,060 64,645 Global Financial Private Capital, LLC 12%35,221 266,070
Manning & Napier Group, LLC bought43,913 43,913 RIVERSEDGE ADVISORS, LLC sold34,590 0
SIGNATUREFD, LLC 370%42,191 53,603 Carlson Capital Management 15%34,522 198,566
Unison Advisors LLC 233%41,803 59,777 THRIVENT FINANCIAL FOR LUTHERANS 74%33,170 11,364
Paradigm Financial Advisors, LLC 124%41,784 75,493 Creative Planning 10%31,415 281,134
Southern Wealth Management, LLP bought40,905 40,905 Ferguson Shapiro LLC sold31,377 0
Stratos Wealth Partners, LTD. 69%40,639 99,236 TRUE Private Wealth Advisors 92%30,640 2,755
PBWM Holdings, LLC 1,009%40,381 44,385 Private Wealth Advisors, LLC 23%28,390 96,863
Financial Advisors Network, Inc. 18%40,049 264,382 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3%27,725 798,268
Pasadena Private Wealth, LLC 15%39,138 297,838 Cable Hill Partners, LLC 7%27,592 370,125
M Holdings Securities, Inc. 124%36,320 65,639 BANK OF HAWAII 5%26,127 522,472
Wellspring Financial Advisors, LLC bought35,385 35,385 Modera Wealth Management, LLC 12%26,037 196,492
Allianz Asset Management AG bought34,873 34,873 Peninsula Wealth, LLC 6%25,510 433,232
Sontag Advisory, LLC bought33,842 33,842 Annex Advisory Services, LLC sold24,690 0
MANAGED ACCOUNT SERVICES INC 68%33,750 83,297 Ironsides Asset Advisors, LLC sold24,669 0
Total Wealth Planning, LLC 21%33,250 193,599 CARY STREET PARTNER INVESTMENT ADVISORY LLC 59%24,505 16,889
STALEY CAPITAL ADVISERS INC 70%32,285 78,727 BANK OF MONTREAL /CAN/ 17%24,210 114,807
Arete Wealth Advisors, LLC 80%31,014 69,903 Heartwood Wealth Advisors LLC 10%22,881 195,583
Baystate Wealth Management LLC 7%30,845 451,974 OLD NATIONAL BANCORP /IN/ 30%21,125 48,874
MONETA GROUP INVESTMENT ADVISORS INC 23%30,746 165,798 PARK AVENUE SECURITIES LLC sold20,172 0
Cetera Investment Advisers 23%29,249 154,676 Forefront Analytics, LLC 87%20,070 3,003
Kathmere Capital Management, LLC 27%29,176 139,076 Hefren-Tillotson, Inc. 8%19,416 210,822
DERBY & COMPANY, INC 13%28,937 259,738 PrairieView Partners, LLC 4%18,096 445,449
Windham Capital Management, LLC 32%27,979 116,226 Americana Partners, LLC sold18,034 0
Wealth Architects, LLC 31%27,463 117,042 HENDERSON GROUP PLC sold18,026 0
American Investment Services, Inc. 35%26,293 102,301 Noven Financial Group, Inc. sold17,907 0
TL Private Wealth 17%26,212 181,960 COHEN & STEERS INC sold17,210 0
FLOW TRADERS U.S. LLC bought25,412 25,412 Neuberger Berman Group LLC 23%16,977 58,337
Financial Network 12%24,517 227,518 Laurel Wealth Advisors, Inc. 43%15,927 21,187
Massey, Quick & Co., LLC 44%24,126 79,161 TD Capital Management LLC 9%15,756 157,502
JANE STREET GROUP, LLC bought23,696 23,696 Lido Advisors, LLC 22%15,725 55,457
Executive Wealth Management, LLC 633%22,528 26,088 Steward Partners Investment Advisory, LLC 17%15,014 73,333
CAROLINAS WEALTH CONSULTING LLC bought21,570 21,570 Blue Zone Wealth Advisors, LLC 73%14,282 5,343
Financial Advocates Investment Management 32%20,971 86,581 Brio Consultants, LLC 14%14,244 90,537
SIGMA INVESTMENT COUNSELORS INC 38%19,458 70,873 Covenant Multifamily Offices, LLC 81%13,498 3,141
Well Done, LLC 85%19,265 42,058 COMMONWEALTH EQUITY SERVICES, LLC. 1%12,774 1,902,022
Symmetry Partner, LLC 13%19,101 164,332 Towerpoint Wealth, LLC 12%12,694 93,927
Private Capital Group, LLC 8%18,858 243,865 Gibson Capital Management, Ltd. sold12,591 0
VISTA CAPITAL PARTNERS, INC. 2%18,787 1,046,591 Outlook Wealth Advisors, LLC 77%12,171 3,675
TRUEFG, LLC 12%17,929 166,692 DEUTSCHE BANK AG 30%12,160 28,579
Emerald Advisors, LLC 182%17,803 27,585 Multi-Financial Securities Corp 17%11,296 54,124
CornerStone Partners LLC bought16,910 16,910 Verdence Capital Advisors LLC sold11,278 0
NWAM LLC 12%16,882 155,010 Colorado Capital Management, Inc. 22%11,174 39,024
BRONFMAN E.L. ROTHSCHILD, L.P. 233%16,507 23,580 O'Dell Group, LLC sold11,112 0
KFA Private Wealth Group, LLC 121%16,060 29,381 CLS INVESTMENT FIRM, LLC 7%10,893 153,242
Money Design Co.,Ltd. 4%16,023 375,288 Beaumont Financial Partners, LLC 20%10,424 40,941
Elevated Capital Advisors, LLC 175%15,684 24,639 BRIDGER CAPITAL MANAGEMENT, LLC sold10,380 0
White Lighthouse Investment Management Inc. 43%15,566 51,690 Parallel Advisors, LLC 9%10,271 98,108
Apella Capital, LLC bought15,543 15,543 HAMEL ASSOCIATES, INC. 72%10,065 3,995
OGOREK ANTHONY JOSEPH /NY/ /ADV 27%15,421 73,022 Bogart Wealth, LLC 95%9,917 497
Camelot Portfolios, LLC 509%15,327 18,341 Integrated Wealth Concepts LLC 27%9,876 26,265
TRANSCEND WEALTH COLLECTIVE, LLC 497%15,256 18,323 ADVISORY RESEARCH INC sold9,807 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 38%15,070 54,615 ALPS ADVISERS INC 4%9,500 238,478
Mosaic Family Wealth, LLC 13%15,024 127,858 Clarius Group, LLC 20%9,462 37,988
Mirae Asset Global Investments Co., Ltd. 10%14,950 163,100 Icon Wealth Partners, LLC 72%9,365 3,610
H D Vest Advisory Services 9%14,679 175,506 Baker Avenue Asset Management, LP sold9,205 0
National Asset Management, Inc. 10%14,679 159,158 First Allied Advisory Services, Inc. 29%9,100 22,670
Integrated Investment Consultants, LLC 61%14,368 37,781 Wealthstreet Investment Advisors, LLC sold8,588 0
MERCER GLOBAL ADVISORS INC /ADV 3%14,153 449,379 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7%8,457 107,728
ERn Financial, LLC bought13,321 13,321 FIRST AMERICAN TRUST CO 4%8,395 218,222
Beacon Pointe Advisors, LLC 33%12,914 51,781 Kovack Advisors, Inc. 20%8,309 34,004
Golden State Wealth Management, LLC bought12,748 12,748 Venture Visionary Partners LLC 14%8,133 51,778
Warren Averett Asset Management, LLC 10%12,700 139,494 Merit Financial Group, LLC 40%8,038 12,139
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ bought11,846 11,846 CREATIVE FINANCIAL DESIGNS INC /ADV 12%7,558 55,237
PNC FINANCIAL SERVICES GROUP INC 1%11,801 1,032,532 Sunburst Financial Group, LLC sold7,446 0
One Wealth Advisors, LLC bought11,754 11,754 ProVise Management Group, LLC 16%7,400 39,814
Stonehearth Capital Management, LLC bought11,469 11,469 PagnatoKarp Partners LLC 26%7,380 20,514
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1%11,425 1,752,150 FRONTIER INVESTMENT MGMT CO 63%7,016 4,099
Bay Harbor Wealth Management, LLC 10%11,097 125,776 HighTower Advisors, LLC 1%6,775 493,516
Valmark Advisers, Inc. 510%11,054 13,223 Pure Financial Advisors, Inc. 6%6,710 111,600
Smith & Howard Wealth Management, LLC 37%10,966 40,251 BURNEY CO/ 70%6,465 2,815
REED CONNER & BIRDWELL LLC bought10,932 10,932 C-J Advisory, Inc sold6,266 0
F3Logic, LLC 14%10,588 88,154 HOLDERNESS INVESTMENTS CO sold6,253 0
MARSHALL FINANCIAL GROUP INC /ADV 44%10,523 34,685 Truepoint, Inc. sold6,196 0
NORTHWEST WEALTH MANAGEMENT, LLC 41%10,522 36,265 Prime Capital Investment Advisors, LLC sold6,115 0
Meristem, LLP 237%10,461 14,875 BancorpSouth Bank 26%6,100 17,491
Wealth Alliance bought10,394 10,394 AlphaStar Capital Management, LLC 23%6,083 20,342
Argent Trust Co 191%10,278 15,658 Paulson Wealth Management Inc. sold5,954 0
Abacus Planning Group, Inc. 502%10,184 12,214 Brookstone Capital Management 7%5,943 84,877
Buckingham Asset Management, LLC 6%10,150 172,104 MV Capital Management, Inc. 18%5,904 27,013
Madden Advisory Services, Inc. 65%10,050 25,539 BTIM Corp. sold5,823 0
People's United Financial, Inc. 38%9,995 36,463 Pathway Financial Advisors LLC 3%5,799 204,208
Susquehanna International Group, LLP 7%9,913 154,113 WEALTHSOURCE PARTNERS, LLC 32%5,756 12,147
HoyleCohen, LLC 39%9,649 34,668 Regent Peak Wealth Advisors LLC 8%5,660 62,283
Private Advisory Group LLC 458%9,582 11,676 Billeaud Capital Management, Inc. sold5,611 0
MISSION WEALTH MANAGEMENT, LLC 4%9,572 281,557 Capital Planning Advisors, LLC 10%5,551 52,203
Advisors Capital Management, LLC 63%9,018 23,339 Blue Creek Investment Partners, LLC sold5,425 0
Trust Co of Kansas bought8,915 8,915 Detalus Advisors, LLC 52%4,783 4,388
CAPITAL ONE FINANCIAL CORP bought8,725 8,725 BRIDGES INVESTMENT MANAGEMENT INC sold4,667 0
Global Retirement Partners, LLC 17%8,724 60,363 LAKE STREET ADVISORS GROUP, LLC sold4,455 0
LAKE STREET FINANCIAL LLC 18%8,632 57,706 Independent Advisor Alliance sold4,445 0
HPM Partners LLC 9%8,508 104,714 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold4,444 0
Tortoise Investment Management, LLC 24%8,220 42,830 Jentner Corp sold4,422 0
TRUSTCORE FINANCIAL SERVICES, LLC 11%8,015 80,367 Wealthfront Advisers LLC sold4,361 0
Maxim Capital Management LLC bought7,984 7,984 PRUDENTIAL CORP PLC 51%4,300 4,140
55I, LLC bought7,784 7,784 Traynor Capital Management, Inc. sold4,202 0
Sigma Planning Corp 13%7,490 65,650 Vestmark Advisory Solutions, Inc. 34%4,185 8,027
3D ASSET MANAGEMENT INC 2%7,489 371,480 Northstar Group, Inc. sold3,988 0
Avestar Capital, LLC 65%7,468 18,898 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1%3,976 417,739
Royal Fund Management, LLC bought7,331 7,331 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7%3,922 53,360
Nuveen Asset Management, LLC bought7,319 7,319 Dynamic Advisors Solutions LLC 59%3,778 2,679
LINCOLN NATIONAL CORP 10%7,301 76,970 Winfield Associates, Inc. 53%3,760 3,286
Segment Wealth Management, LLC 6%7,120 127,127 BINGHAM OSBORN & SCARBOROUGH LLC sold3,752 0
Renaissance Technologies(Jim Simons) 229%7,100 10,200 Camden Capital, LLC 49%3,602 3,693
FIRST UNITED BANK TRUST/ 12%7,078 63,889 Gerber Kawasaki Wealth & Investment Management sold3,585 0
Personal Resources Investment & Strategic Management, Inc. 108%7,064 13,586 Aprio Wealth Management, LLC sold3,580 0
MITCHELL MCLEOD PUGH & WILLIAMS INC bought7,058 7,058 Berman Capital Advisors, LLC 4%3,561 85,304
ASSOCIATED BANC-CORP 19%6,997 44,056 Comprehensive Portfolio Management, LLC sold3,537 0
LPWM LLC bought6,937 6,937 FormulaFolio Investments, LLC sold3,417 0
LS Investment Advisors, LLC bought6,802 6,802 Paragon Wealth Strategies, LLC sold3,407 0
HARBOR INVESTMENT ADVISORY, LLC 314%6,730 8,872 JOHNSON INVESTMENT COUNSEL INC 9%3,400 36,400
Hilltop Holdings Inc. bought6,647 6,647 Redhawk Wealth Advisors, Inc. 9%3,341 34,726
TIEDEMANN WEALTH MANAGEMENT, LLC 35%6,599 25,640 Brown Advisory Securities, LLC sold3,287 0
DAVENPORT & CO LLC 8%6,425 89,824 MONECO Advisors, LLC 17%3,235 15,470
Brickley Wealth Management 2%6,251 408,099 Aveo Capital Partners, LLC 12%3,203 24,031
Strategic Wealth Advisors Group,Inc. 5%5,948 133,875 Lindbrook Capital, LLC sold3,190 0
Perigon Wealth Management, LLC 342%5,926 7,659 Krasney Financial LLC 5%3,167 54,876
Financial Engines Advisors L.L.C. 59%5,925 16,043 KING LUTHER CAPITAL MANAGEMENT CORP sold3,144 0
Waterloo Capital, L.P. bought5,887 5,887 Personal Capital Advisors Corp 15%3,142 17,131
NICOLET BANKSHARES INC 116%5,878 10,952 Leicht Financial Planning & Wealth Management, Inc. sold3,127 0
CLIFFORD SWAN INVESTMENT COUNSEL LLC bought5,599 5,599 Buckley Wealth Management, LLC sold3,000 0
Partnervest Advisory Services LLC 155%5,352 8,799 Private Ocean, LLC 13%2,961 19,369
Equity Investment Corp Acquisition Inc bought5,245 5,245 Taylor Hoffman Wealth Management 15%2,952 16,758
Wealth Alliance Advisory Group, LLC 5%5,204 105,357 Patten Group, Inc. sold2,868 0
Shepherd Financial Partners LLC 244%5,173 7,295 FORTE CAPITAL LLC /ADV 2%2,856 125,877
CARRET ASSET MANAGEMENT 35%5,152 19,802 TOMPKINS FINANCIAL CORP 97%2,851 100
ROBERTS GLORE & CO INC /IL/ 142%5,032 8,577 SVB Wealth Advisory, Inc. 30%2,848 6,695
Disciplined Investments, LLC bought4,952 4,952 Nachman Norwood & Parrott, Inc 8%2,821 32,028
LWS Wealth Advisors, Inc. bought4,951 4,951 Chicago Partners Investment Group LLC 4%2,780 64,744
ALPINE WOODS CAPITAL INVESTORS, LLC bought4,902 4,902 InterOcean Capital, LLC 43%2,738 3,630
UNITED BANK /VA/ 21%4,649 26,664 Krilogy Financial LLC sold2,737 0
AMERITAS INVESTMENT CORP 19%4,646 29,526 Patriot Investment Management Inc. 29%2,725 6,569
Black Diamond Financial, LLC 12%4,585 44,171 Cooper Financial Group 51%2,722 2,656
SOL Capital Management CO 10%4,228 44,643 IMS Capital Management sold2,666 0
Edge Capital Group, LLC 48%4,148 12,800 Essex Savings Bank 25%2,662 7,937
FIFTH THIRD BANCORP 1%4,131 354,222 BADGLEY PHELPS & BELL INC sold2,650 0
Gilbert & Cook, Inc. 18%4,082 26,796 WALLER FINANCIAL PLANNING GROUP, INC 23%2,631 8,736
Capital Investment Advisory Services, LLC 161%4,078 6,605 Poehling Capital Management, LLC sold2,600 0
Apollon Wealth Management, LLC bought4,061 4,061 Affiance Financial, LLC 37%2,596 4,472
BBK Capital Partners, LLC bought4,034 4,034 X-Square Capital, LLC sold2,592 0
Western Wealth Management, LLC 36%3,959 14,834 MBE Wealth Management, LLC 77%2,583 750
IFP Advisors, Inc 17%3,861 26,533 Benchmark Financial Wealth Advisors, LLC 5%2,581 49,874
Coconut Grove Bank 8%3,839 50,725 Asset Planning Services, Ltd. 4%2,571 63,606
Aurum Wealth Management Group, LLC 10%3,773 41,802 Petix & Botte Co 35%2,505 4,695
Robertson Stephens Wealth Management, LLC bought3,667 3,667 NICOLET ADVISORY SERVICES, LLC 3%2,492 90,583
ALLIANCEBERNSTEIN L.P. 7%3,610 53,630 Sensible Financial Planning & Management, LLC. 12%2,462 17,520
BBVA USA BANCSHARES INC 26%3,608 17,315 Apexium Financial, LP 45%2,458 3,011
SG3 Management, LLC bought3,600 3,600 Ironwood Wealth Management, llc 66%2,457 1,270
PRW Wealth Management LLC bought3,597 3,597 CENTAURUS FINANCIAL, INC. 14%2,425 14,489
FLAGSHIP HARBOR ADVISORS, LLC 31%3,559 15,177 Minot Wealth Management LLC sold2,400 0
Hanlon Investment Management, Inc. 13%3,502 30,924 LEVEL FOUR ADVISORY SERVICES, LLC 25%2,373 7,052
CUTLER INVESTMENT COUNSEL LLC 15%3,464 26,499 RMB Capital Management, LLC sold2,356 0
Strategic Investment Advisors / MI 8%3,414 46,405 CWM, LLC 27%2,347 6,288
Semmax Financial Advisors Inc. 5%3,382 70,063 Raab & Moskowitz Asset Management LLC 23%2,312 7,807
AdvisorNet Financial, Inc 19%3,311 21,057 Calamos Wealth Management LLC sold2,301 0
Capital Bank & Trust Co bought3,303 3,303 PARSONS CAPITAL MANAGEMENT INC/RI sold2,293 0
Parcion Private Wealth LLC bought3,303 3,303 Fisher Asset Management, LLC(Kenneth L. Fisher) 40%2,275 3,454
CITIZENS FINANCIAL GROUP INC/RI 243%3,158 4,455 PUTNAM FL INVESTMENT MANAGEMENT CO sold2,226 0
UMB BANK N A/MO 22%3,127 17,118 Aspire Private Capital, LLC 3%2,205 73,743
Ellevest, Inc. 17%3,037 20,945 Kingfisher Capital LLC sold2,200 0
Certified Advisory Corp 5%2,982 68,374 Portland Global Advisors LLC sold2,146 0
Union Bankshares Corp bought2,866 2,866 GenTrust, LLC sold2,130 0
J. W. Coons Advisors, LLC bought2,858 2,858 Kingsview Wealth Management, LLC 16%2,129 11,095
IFG Advisory, LLC 12%2,845 25,807 Ullmann Financial Group, Inc. sold2,128 0
RHS Financial, LLC bought2,830 2,830 COMMERCE BANK N A/MO 6%2,127 31,856
Meridian Wealth Advisors, LLC bought2,807 2,807 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors sold2,094 0
DAVIDSON TRUST CO 19%2,675 16,641 PFG Financial Advisors 8%2,094 23,856
APPLETON PARTNERS INC/MA bought2,666 2,666 MOSELEY INVESTMENT MANAGEMENT INC sold2,089 0
WSFS CAPITAL MANAGEMENT, LLC 16%2,626 19,392 Sullivan, Bruyette, Speros & Blaney, Inc. 4%2,082 51,136
WETHERBY ASSET MANAGEMENT INC 43%2,600 8,650 Twele Capital Management, Inc. sold2,081 0
Wall Street Access Asset Management, LLC 110%2,590 4,936 Principle Wealth Partners LLC 40%2,080 3,084
WAYNE HUMMER ASSET MANAGEMENT CO 18%2,564 16,815 BRADLEY FOSTER & SARGENT INC/CT sold2,063 0
Banco Santander, S.A. 15%2,563 19,351 Charles Schwab Trust Co sold2,034 0
Capital Wealth Planning, LLC bought2,543 2,543 MPS Loria Financial Planners, LLC sold2,010 0
GIRARD PARTNERS LTD. 4%2,541 61,966 Chevy Chase Trust Holdings, Inc. sold2,000 0
Yale Capital CORP 9%2,532 30,849 First Long Island Investors, LLC sold2,000 0
Veracity Capital LLC bought2,512 2,512 Foster Victor Wealth Advisors, LLC sold1,994 0
GILL CAPITAL PARTNERS, LLC bought2,474 2,474 MARIETTA INVESTMENT PARTNERS LLC sold1,990 0
Valeo Financial Advisors, LLC 31%2,464 10,374 Heritage Trust Co sold1,983 0
FIRST MANHATTAN CO 29%2,447 10,950 HT Partners LLC sold1,968 0
Resources Investment Advisors, Inc. 30%2,438 10,520 Glenview Trust Co sold1,951 0
Summit Financial Strategies, Inc. bought2,424 2,424 Choate Investment Advisors sold1,945 0
CULBERTSON A N & CO INC 18%2,421 15,792 Surevest Inc. sold1,939 0
BTC Capital Management, Inc. 4%2,414 56,546 Roundview Capital LLC sold1,932 0
STEPHENS INC /AR/ 1%2,391 188,545 Huber Financial Advisors, LLC sold1,923 0
SECURITY NATIONAL BANK OF SO DAK bought2,390 2,390 OARSMAN CAPITAL, INC. sold1,916 0
Ironwood Investment Counsel, LLC bought2,384 2,384 OPPENHEIMER & CO INC 26%1,911 5,506
ROWLAND & CO INVESTMENT COUNSEL/ADV bought2,383 2,383 Bishop & Co Investment Management, LLC 2%1,893 107,481
Dorsey & Whitney Trust CO LLC 14%2,375 18,887 All Terrain Financial Advisors, LLC sold1,880 0
Community Financial Services Group, LLC 2%2,349 140,915 LANDAAS & CO /WI /ADV sold1,880 0
HUNTINGTON NATIONAL BANK 8%2,348 30,451 Livingston Group Asset Management CO (operating as Southport Capital Management) sold1,873 0
GOULD ASSET MANAGEMENT LLC /CA/ 26%2,285 10,970 GREENLEAF TRUST 25%1,864 5,454
VeraBank, N.A. bought2,264 2,264 Wharton Business Group, LLC sold1,858 0
EVOKE WEALTH, LLC bought2,240 2,240 Gateway Advisory, LLC sold1,840 0
Wells Trecaso Financial Group, LLC 16%2,185 16,033 CANANDAIGUA NATIONAL BANK & TRUST CO sold1,838 0
Baltimore-Washington Financial Advisors, Inc. 2%2,184 141,179 SONATA CAPITAL GROUP INC sold1,816 0
Wealth Quarterback LLC bought2,180 2,180 TRUST CO OF VIRGINIA /VA sold1,798 0
Lutz Financial Services LLC 45%2,161 7,009 Austin Private Wealth, LLC sold1,783 0
ASPIRIANT, LLC 22%2,140 11,847 NOESIS CAPITAL MANGEMENT CORP sold1,776 0
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 109%2,130 4,093 CIM, LLC sold1,765 0
Merriman Wealth Management, LLC 28%2,077 9,458 Montecito Bank & Trust sold1,764 0
Trexquant Investment LP 44%2,076 6,835 Highland Private Wealth Management sold1,763 0
LAZARD ASSET MANAGEMENT LLC bought2,050 2,050 McCutchen Group LLC sold1,750 0
Institute for Wealth Management, LLC. 639%2,039 2,358 Zhang Financial LLC 7%1,745 23,343
Investors Financial Group, LLC bought2,013 2,013 Iwamoto, Kong & Co., Inc. sold1,731 0
Burleson & Company, LLC 14%1,988 15,708 Bell Rock Capital LLC sold1,728 0
L & S Advisors Inc 12%1,966 18,428 PLANNING ALTERNATIVES LTD /ADV 3%1,707 65,450
Eudaimonia Partners, LLC bought1,881 1,881 Streettalk Advisors, LLC sold1,706 0
LeJeune Puetz Investment Counsel LLC 7%1,876 29,386 Strategic Family Wealth Counselors, L.L.C. 14%1,705 10,372
Essex Financial Services, Inc. 22%1,861 10,487 Estate Counselors, LLC sold1,700 0
Hillcrest Wealth Advisors - NY, LLC 6%1,830 33,808 Stuart Chaussee & Associates, Inc. sold1,700 0
tru Independence LLC bought1,779 1,779 FOSTER DYKEMA CABOT & CO INC/MA sold1,690 0
Baird Financial Group, Inc. bought1,761 1,761 Sonora Investment Management, LLC 89%1,690 210
ST GERMAIN D J CO INC 53%1,755 5,097 Optas, LLC 31%1,687 3,720
WAGNER CAPITAL MANAGEMENT CORP 31%1,743 7,452 MAINSTAY CAPITAL MANAGEMENT LLC /ADV sold1,677 0
MOTCO 318%1,710 2,248 Parsec Financial Management, Inc. 19%1,667 6,956
Mayfair Advisory Group, LLC 38%1,696 6,168 WRAPMANAGER INC 19%1,642 6,806
Diversified Portfolios, Inc. 4%1,684 48,045 ROOF EIDAM & MAYCOCK/ADV 2%1,575 64,030
Cypress Wealth Services, LLC 7%1,632 24,001 SILVERCREST ASSET MANAGEMENT GROUP LLC 18%1,566 6,945
HALLMARK CAPITAL MANAGEMENT INC 47%1,626 5,113 Allred Capital Management, LLC 24%1,562 4,886
TWIN CAPITAL MANAGEMENT INC 7%1,610 24,225 AE Wealth Management LLC 1%1,557 110,918
TOCQUEVILLE ASSET MANAGEMENT LP 36%1,604 6,096 Soltis Investment Advisors LLC 37%1,542 2,673
AUA CAPITAL MANAGEMENT, LLC 14%1,590 13,040 RDA Financial Network 12%1,511 11,061
Coyle Financial Counsel, Inc. 2%1,588 88,366 RAYMOND JAMES TRUST CO 16%1,506 7,853
Relyea Zuckerberg Hanson LLC 3%1,579 55,749 Argent Advisors, Inc. sold1,498 0
MARINO, STRAM & ASSOCIATES LLC 2%1,507 66,994 ANDERSON FISHER LLC sold1,494 0
Traverso Chambers Private Wealth Management, LLC 4%1,479 38,557 WoodTrust Financial Corp 30%1,480 3,486
Csenge Advisory Group 9%1,471 17,616 PACIFIC FINANCIAL GROUP INC 2%1,440 77,132
FINANCIAL COUNSELORS INC 13%1,471 12,616 Stratos Wealth Advisors, LLC 70%1,434 629
Nadler Financial Group, Inc. 0%1,403 309,250 ELEMENT POINTE ADVISORS, LLC 3%1,430 53,925
CREDIT SUISSE/ 17%1,390 9,413 Old North State Trust, LLC sold1,376 0
IBERIABANK CORP 12%1,383 13,141 FIRST NATIONAL BANK OF OMAHA 21%1,340 5,074
Cutler Group LP 48%1,300 4,000 Archer Investment Corp sold1,326 0
Ancora Advisors, LLC bought1,289 1,289 NORTH STAR ASSET MANAGEMENT INC 10%1,323 11,901
TRADITION ASSET MANAGEMENT LLC 16%1,286 9,526 CALTON & ASSOCIATES, INC. 25%1,307 3,907
VERUS CAPITAL PARTNERS, LLC 12%1,221 11,794 Center for Financial Planning, Inc. 24%1,273 4,044
Pacitti Group Inc. 6%1,187 19,455 VIRIDIAN RIA, LLC 4%1,266 26,977
Oakmont Partners LLC 13%1,165 10,317 TAP Consulting, LLC 5%1,265 22,229
PEAPACK GLADSTONE FINANCIAL CORP 18%1,164 7,644 Acropolis Investment Management, LLC 30%1,222 2,851
BOSTON FINANCIAL MANGEMENT INC /MA bought1,157 1,157 Paragon Capital Management Ltd 2%1,211 60,019
Alpine Investment Management, LLC 51%1,121 3,309 CAPITAL WEALTH MANAGEMENT, LLC 1%1,185 138,987
Sound View Wealth Advisors Group, LLC 5%1,111 22,011 Rockefeller Capital Management L.P. 3%1,176 38,863
Savant Capital Management Inc 3%1,105 45,101 SlateStone Wealth, LLC 4%1,147 29,014
WASHINGTON TRUST CO bought1,100 1,100 Cornerstone Advisory, LLP 14%1,146 6,999
Firestone Capital Management 4%1,077 31,539 Corient Capital Partners, LLC 7%1,146 14,336
Westside Investment Management, Inc. bought1,057 1,057 BDO Wealth Advisors, LLC 49%1,142 1,212
IEQ CAPITAL, LLC 20%1,046 6,214 Goss Wealth Management LLC 1%1,141 154,261
Versant Capital Management, Inc 19%1,024 6,343 Paracle Advisors, LLC 5%1,137 22,632
CVA Family Office, LLC bought968 968 Alpha Cubed Investments, LLC 17%1,134 5,716
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC bought952 952 SeaCrest Wealth Management, LLC 29%1,122 2,808
D'Orazio & Associates, Inc. 18%950 6,142 Aurora Private Wealth, Inc. 6%1,081 17,948
One Capital Management, LLC 40%921 3,246 Millburn Ridgefield Corp 89%1,067 138
Pinnacle Bank 36%916 3,491 HOWARD WEALTH MANAGEMENT, LLC 7%1,045 14,370
Benchmark Wealth Management, LLC 2%835 37,732 Maltin Wealth Management, Inc. sold1,022 0
Global Wealth Management Investment Advisory, Inc. 3%817 27,117 First Heartland Consultants, Inc. 3%990 37,446
RPG Investment Advisory, LLC 1,321%806 867 Connecticut Wealth Management, LLC 14%983 5,839
Lion Street Advisors, LLC bought806 806 Bouchey Financial Group Ltd 16%966 4,976
Pensionmark Financial Group, LLC 14%800 6,566 MCF Advisors LLC 4%958 20,425
Bath Savings Trust Co 22%756 4,139 Opus Capital Group, LLC 1%937 99,088
HM PAYSON & CO bought743 743 Interactive Financial Advisors sold920 0
Strategic Blueprint, LLC 35%727 2,806 Telos Capital Management, Inc. 26%913 2,556
REDW Stanley Financial Advisors LLC 18%714 4,728 Winslow, Evans & Crocker, Inc. 34%900 1,758
Blume Capital Management, Inc. bought700 700 Capital Financial Planning, LLC 0%892 183,673
United Bank 3%690 21,743 PINNACLE FINANCIAL PARTNERS INC 23%852 2,891
JMG Financial Group, Ltd. 6%675 12,634 Strategic Wealth Partners Group LLC 27%837 2,314
Evercore Wealth Management, LLC 7%673 10,402 Proficio Capital Partners LLC 3%820 22,705
BRINKER CAPITAL INC 24%658 3,357 PAX Financial Group, LLC 12%798 6,073
AlphaMark Advisors, LLC 9%645 8,067 Aevitas Wealth Management, Inc. 25%771 2,324
Enterprise Bank & Trust Co 27%637 2,986 Hurlow Wealth Management Group, Inc. 3%763 25,564
Berkeley Capital Partners, LLC 14%631 5,041 One Charles Private Wealth Services, LLC 2%762 32,678
SVA Plumb Wealth Management, LLC 1%630 76,856 Karp Capital Management Corp 4%762 17,925
Cedar Brook Financial Partners, LLC 4%629 17,706 TRUEWEALTH LLC 3%753 22,456
RFG Advisory Group, LLC 11%611 5,993 EPG Wealth Management LLC 24%743 2,345
PBMares Wealth Management LLC 22%592 3,256 TRUST CO OF VERMONT 68%726 338
LifeSteps Financial, Inc. 6%585 9,788 NewFocus Financial Group, LLC 17%708 3,422
UNIONBANCAL CORP 1%584 71,239 Coastal Investment Advisors, Inc. sold703 0
Capital Investment Advisors, LLC 18%572 3,745 Aberdeen Wealth Management LLC sold700 0
Global Trust Asset Management, LLC 15%565 4,358 Plante Moran Financial Advisors Ltd Partnership 21%700 2,644
Frisch Financial Group, Inc. 11%541 5,342 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 62%687 418
STRALEM & CO INC bought535 535 Great Lakes Retirement, Inc. 12%676 5,067
TOBIAS FINANCIAL ADVISORS, INC. 6%521 9,016 Busey Trust CO sold674 0
ELM ADVISORS, LLC 2%520 26,933 Bristlecone Advisors, LLC 6%668 9,623
Capital Square, LLC bought505 505 Capital Analysts, Inc. 59%660 463
WADE G W & INC 22%495 2,737 PARAMETRIC PORTFOLIO ASSOCIATES 7%660 9,223
Carroll Financial Associates, Inc. 4%487 13,750 INTL FCSTONE INC. 2%653 31,931
Intellectus Partners, LLC 7%477 7,398 Narwhal Capital Management 16%651 3,502
MASSMUTUAL TRUST CO FSB/ADV bought472 472 D L CARLSON INVESTMENT GROUP INC 21%650 2,452
AIMZ Investment Advisors, LLC 5%462 10,293 American Institute for Advanced Investment Management, LLP 16%640 3,298
NORTHERN OAK CAPITAL MANAGEMENT INC bought457 457 KEYBANK NATIONAL ASSOCIATION/OH 19%635 2,753
Capital Advisors, Ltd. LLC 2%455 19,019 KCM INVESTMENT ADVISORS LLC 13%606 4,086
Stearns Financial Services Group 59%434 1,168 ROPES WEALTH ADVISORS LLC 65%603 330
Lincoln Capital LLC 16%432 3,121 Hubbell Strickland Wealth Management, LLC 5%589 11,371
Parkside Financial Bank & Trust 21%428 2,448 REILLY FINANCIAL ADVISORS, LLC 19%583 2,477
CHESLEY TAFT & ASSOCIATES LLC/IL 9%425 4,967 First Financial Bank, N.A. - Trust Division 2%574 26,200
E&G Advisors, LP 3%383 12,023 FINANCIAL LIFE ADVISORS 1%562 54,599
Jacobi Capital Management LLC 10%362 4,035 MEEDER ASSET MANAGEMENT INC 75%561 190
FARMERS & MERCHANTS INVESTMENTS INC 26%355 1,714 Litman Gregory Asset Management LLC 29%550 1,378
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 2%347 15,261 Intersect Capital LLC 12%542 3,797
BEESE FULMER INVESTMENT MANAGEMENT, INC. 7%343 4,979 BERRY GROUP, LLC 1%534 39,963
Emerald Investment Partners, LLC 10%332 3,732 Kelman-Lazarov, Inc. 2%526 21,045
FCG ADVISORS, LLC 4%331 7,994 Archford Capital Strategies, LLC 1%509 62,983
Harwood Advisory Group, LLC bought320 320 Claro Advisors LLC 6%502 8,017
Taylor, Cottrill, Erickson & Associates, Inc. 1%316 57,111 Columbus Macro, LLC 5%500 9,078
PINNACLE ASSOCIATES LTD 6%314 5,166 QUEST CAPITAL MANAGEMENT INC /ADV 1%496 40,020
Atlas Brown,Inc. 1%306 26,876 Ayalon Holdings Ltd. sold475 0
Triangle Securities Wealth Management 8%300 3,994 OSBORNE PARTNERS CAPITAL MANAGEMENT 1%471 52,148
Broadleaf Partners, LLC 4%278 8,062 TNB Financial 10%461 4,004
COLONY GROUP LLC 1%273 33,312 Baldrige Asset Management LLC 2%461 19,477
180 WEALTH ADVISORS, LLC 9%270 3,344 Plancorp, LLC 3%456 14,328
DOWLING & YAHNKE INC 4%268 6,657 JNBA Financial Advisors 11%455 3,845
Patriot Financial Group Insurance Agency, LLC 6%263 4,411 Linscomb & Williams, Inc. 1%454 39,664
PITTENGER & ANDERSON INC bought261 261 Klingman & Associates, LLC 14%451 2,683
Red Door Wealth Management, LLC 13%259 2,214 Abbot Financial Management, Inc. 6%450 7,286
Hartland & Co., LLC bought258 258 Northwest Bancshares, Inc. 7%427 6,016
MA Private Wealth 0%257 75,122 LifePlan Financial Group, Inc 2%423 26,518
Summit Financial, LLC 0%256 263,805 NORTHWEST INVESTMENT COUNSELORS, LLC 11%419 3,471
CPCM, LLC 3%254 8,844 FIERA SCEPTRE INC. 2%415 17,429
Cribstone Capital Management, LLC 17%250 1,723 LexAurum Advisors, LLC 7%394 5,023
Lehman & Derafelo Financial Resources LLC 94%249 514 YCMNET ADVISORS INC 2%390 24,642
Tradewinds Capital Management, LLC bought232 232 Larson Financial Group LLC 5%364 7,605
Leonard Rickey Investment Advisors P.L.L.C. 2%232 11,789 DROMS STRAUSS ADVISORS INC /MO/ /ADV 3%361 11,109
Financial Advisory Service, Inc. 25%227 1,138 Marks Group Wealth Management, Inc 6%354 5,103
HC FINANCIAL ADVISORS INC bought213 213 SHINE INVESTMENT ADVISORY SERVICES INC 1%348 26,729
Bremer Bank National Association 5%209 4,241 Day & Ennis, LLC 7%338 4,409
Integrys Wealth Advisors LLC 4%205 5,810 Financeware, Inc. sold329 0
RDL FINANCIAL INC 2%204 13,560 New England Private Wealth Advisors LLC 7%328 4,583
V Wealth Management,LLC bought197 197 BENJAMIN F. EDWARDS & COMPANY, INC. 1%324 24,452
BOENNING & SCATTERGOOD, INC. 7%195 3,190 Adviser Investments LLC 6%324 5,046
COURIER CAPITAL CORP 0%194 182,601 Asset Dedication, LLC 30%320 737
Windsor Capital Management, LLC 3%175 6,040 Wealthcare Advisory Partners LLC 4%317 8,171
Perennial Advisors, LLC bought173 173 Alexandria Capital, LLC 7%311 4,204
TCI Wealth Advisors, Inc. 3%140 4,167 Carnegie Capital Asset Management, LLC 8%295 3,454
Capital Asset Advisory Services LLC 83%134 296 Nikulski Financial, Inc. 7%282 3,593
BRIGHTON JONES LLC 1%134 14,758 Sandy Spring Bank 6%279 4,414
North Star Investment Management Corp. 13%130 1,155 BLUESTEIN R H & CO 7%275 3,457
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2%119 7,776 ALPHASIMPLEX GROUP, LLC 1%272 18,741
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3%112 3,578 ROWLAND CARMICHAEL ADVISORS INC /ADV sold272 0
REGIONS FINANCIAL CORP 1%107 10,859 Retirement Network 38%270 445
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC bought100 100 Lenox Wealth Advisors, Inc. 80%262 67
Reynders McVeigh Capital Management, LLC 3%97 2,957 Resource Planning Group 3%252 8,638
TCF National Bank 0%90 23,785 Tower View Investment Management & Research LLC sold248 0
FIDUCIARY TRUST CO 1%81 9,864 McKinley Carter Wealth Services, Inc. sold236 0
Bridgeworth, LLC 2%76 4,250 We Are One Seven, LLC 1%232 22,839
TWIN FOCUS CAPITAL PARTNERS, LLC 1%73 10,500 Element Wealth, LLC sold230 0
Gradient Investments LLC 28%71 324 Providence Capital Advisors, LLC 12%230 1,621
TPG Financial Advisors, LLC 0%61 47,327 HAVERFORD TRUST CO 6%227 3,540
Mokosak Advisory Group, LLC 0%59 33,397 Lakeview Capital Partners, LLC 13%224 1,541
Evanson Asset Management, LLC 0%57 16,082 Carmichael Hill & Associates, Inc. 15%222 1,214
Capital Advisory Group Advisory Services, LLC bought51 51 Pathstone Family Office, LLC sold220 0
SCBT FINANCIAL CORP 2%48 2,687 TOEWS CORP /ADV 2%217 10,217
Savior LLC 8%41 563 Fusion Family Wealth LLC 12%210 1,592
Oakworth Capital, Inc. 3%35 1,293 Weaver Consulting Group 8%207 2,511
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1%30 3,737 Personal Wealth Partners sold207 0
Eukles Asset Management 44%29 95 Good Life Advisors, LLC 4%206 5,019
Key FInancial Inc 1%28 2,002 Hochman Cole Investment Advisors, Inc. 2%205 8,284
PROEQUITIES, INC. 0%24 96,848 ROTHSCHILD INVESTMENT CORP /IL 3%199 7,575
McNamara Financial Services, Inc. 1%24 2,642 Advisory Alpha, LLC 71%193 79
CX Institutional 22%23 127 Lionsbridge Wealth Management LLC sold192 0
Atlantic Trust Group, LLC 0%22 24,874 LIBERTY WEALTH MANAGEMENT LLC 3%187 5,877
Winthrop Advisory Group LLC 1%21 3,272 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 53%175 156
BOYS ARNOLD & CO INC 0%19 4,532 Homrich & Berg 1%174 13,547
BALASA DINVERNO & FOLTZ LLC 0%19 6,195 FC Advisory LLC 3%171 6,036
Ellis Investment Partners, LLC 1%19 2,283 Focused Wealth Management, Inc 3%164 4,632
Beacon Capital Management, Inc. bought18 18 BLB&B Advisors, LLC 2%152 8,991
LEAVELL INVESTMENT MANAGEMENT, INC. 0%18 5,385 IHT Wealth Management, LLC 1%151 15,822
Starfire Investment Advisers, Inc. 0%17 17,809 Ballentine, Finn & Company, Inc. 1%147 28,247
NWK Group, Inc. bought16 16 S.A. Mason LLC 6%146 2,182
VAUGHAN AND COMPANY SECURITIES, INC. 28%15 68 MAI Wealth Advisors 3%141 4,599
Bartlett & Co. LLC bought15 15 REGENTATLANTIC CAPITAL LLC 1%137 11,132
Column Capital Advisors, LLC bought12 12 Financial Architects, Inc 5%137 2,451
GenWealth Group, Inc. 0%11 2,796 Horan Capital Advisors, LLC. sold137 0
Freestone Capital Holdings, LLC 0%11 11,922 Newman Dignan & Sheerar, Inc. 1%132 15,826
WEDBUSH MORGAN SECURITIES INC 0%10 3,498 Cordasco Financial Network 3%125 4,725
Stratford Consulting, LLC bought9 9 Lighthouse Financial Advisors, Inc. sold122 0
Filbrandt Wealth Management, LLC 0%9 2,159 Marotta Asset Management 2%122 6,267
ARGI Investment Services, LLC 0%6 3,306 Total Clarity Wealth Management, Inc. sold122 0
Engrave Wealth Partners LLC 1%5 360 Integrated Advisors Network LLC 1%118 14,448
Landmark Financial Advisors, LLC 0%5 2,185 Tarbox Group, Inc. 5%102 1,999
THOROUGHBRED FINANCIAL SERVICES, LLC 0%3 3,886 Brand Asset Management Group, Inc. 42%101 139
Summit Investment Advisors, Inc. 0%2 617 GARRISON POINT ADVISORS, LLC 4%100 2,427
ABSOLUTE INVESTMENT MANAGEMENT LLC 1%2 256 Cascade Investment Advisors, Inc. sold100 0
Bedel Financial Consulting, Inc. 0%1 1,637 Checchi Capital Advisers, LLC 3%96 3,218
ETRADE Capital Management LLC 1%1 132 DeDora Capital, Inc. sold95 0
WP Advisors, LLC 2%86 4,496
GARLAND CAPITAL MANAGEMENT INC 2%85 5,039
Sequoia Financial Advisors, LLC 2%74 4,484
DELTA ASSET MANAGEMENT LLC/TN 15%73 400
CABANA LLC sold66 0
First Personal Financial Services sold65 0
Willingdon Wealth Management sold60 0
Hudock Moyer Wealth Resources, LLC sold60 0
Financial Gravity Wealth, Inc. sold54 0
NEXT Financial Group, Inc 0%52 40,306
Foresight Wealth Management, LLC 1%51 6,900
OPTIMUM INVESTMENT ADVISORS sold51 0
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 18%50 225
D.B. Root & Company, LLC 1%45 6,450
Aptus Capital Advisors, LLC 2%45 2,833
Moors & Cabot, Inc. 1%43 4,988
BESSEMER GROUP INC 0%41 73,096
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3%40 1,510
MANCHESTER FINANCIAL INC 55%26 21
Squar Milner Financial Services LLC sold24 0
Hoover Financial Advisors, Inc. 1%24 3,204
Gradient Capital Advisors, LLC 0%23 4,613
SNS Financial Group, LLC 0%19 4,399
TSFG, LLC 2%18 811
Covenant Asset Management, LLC 0%12 15,304
Clear Harbor Asset Management, LLC sold6 0
Fortis Advisors, LLC 0%2 850
Diversified Trust Co 0%2 8,779
Silicon Hills Wealth Management, LLC sold2 0
Farmers & Merchants Trust Co of Chambersburg PA no change 175
Windsor Group LTD no change 3,447
First National Bank of Mount Dora, Trust Investment Services no change 2,408
Legacy Private Trust Co. no change 3,425
WHITTIER TRUST CO OF NEVADA INC no change 652
Joseph P. Lucia & Associates, LLC no change 510
Norway Savings Bank no change 387
Sowa Financial Group, Inc. no change 163
PEOPLES FINANCIAL SERVICES CORP. no change 100
Lowe fs, LLC no change 79
John W. Brooker & Co., CPAs no change 65
M&R CAPITAL MANAGEMENT INC no change 124
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV no change 2,300
Newport Wealth Strategies, Inc. no change 3,370
DUNCKER STREETT & CO INC no change 3,894
Mathes Company, Inc. no change 3,112
FIRST NATIONAL TRUST CO no change 3,094
Kuntz Lesher Capital LLC no change 3,014
Coe Capital Management, LLC no change 3,900
ENCORE BANK NA no change 4,035
DIVIDEND GROWTH ADVISORS, LLC no change 4,389
Keystone Financial Group no change 84,421
Essex Private Wealth Management, LLC no change 4,267
Patton Albertson & Miller, LLC no change 4,214
Fiduciary Group LLC no change 3,007
SMITHFIELD TRUST CO no change 2,976
VALLEY NATIONAL ADVISERS INC no change 1,675
BALLAST ADVISORS LLC no change 1,502
Baker Ellis Asset Management LLC no change 1,302
Cornerstone Advisors, Inc. no change 1,250
OLD SECOND NATIONAL BANK OF AURORA no change 1,745
FOSTER & MOTLEY INC no change 2,293
CYPRESS CAPITAL MANAGEMENT LLC no change 2,804
FIRST BUSINESS FINANCIAL SERVICES, INC. no change 2,614
BERKSHIRE ASSET MANAGEMENT INC/PA no change 2,602
Summit Asset Management, LLC no change 2,331
Ferris Capital, LLC no change 4,413
HOWE & RUSLING INC no change 4,435
PIN OAK INVESTMENT ADVISORS INC no change 14,352
St. Louis Trust Co no change 16,234
Veritable, L.P. no change 12,872
Hartford Financial Management Inc. no change 12,208
BCS Wealth Management no change 10,145
MayTech Global Investments, LLC no change 16,500
Jackson Hole Capital Partners, LLC no change 17,764
SAWGRASS ASSET MANAGEMENT LLC no change 28,425
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 24,500
KBC Group NV no change 21,500
SHEETS SMITH & ASSOCIATES INC no change 18,637
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC no change 8,485
LGL PARTNERS, LLC no change 8,321
Goldstein Munger & Associates no change 4,953
SPRENG CAPITAL MANAGEMENT, INC. no change 4,495
Kistler-Tiffany Companies, LLC no change 4,443
Sunesis Advisors, LLC no change 4,436
RETIREMENT INCOME SOLUTIONS, INC no change 5,221
MOGY JOEL R INVESTMENT COUNSEL INC no change 5,525
Trust Co no change 7,500
Meridian Wealth Management, LLC no change 7,275
CRA Financial Services, LLC no change 6,962
FIRST NATIONAL CORP /MA/ /ADV no change 6,597
HARVEST GROUP WEALTH MANAGEMENT, LLC no change 1,209
Sterling Investment Advisors, Ltd. no change 1,162
Roble, Belko & Company, Inc no change 162
PROFFITT & GOODSON INC no change 173
BALDWIN BROTHERS INC/MA no change 112
Ambassador Advisors, LLC no change 101
Sawyer & Company, Inc no change 100
Winch Advisory Services, LLC no change 198
BELLEVUE ASSET MANAGEMENT, LLC no change 200
1776 Wealth LLC no change 281
COUNTRY TRUST BANK no change 262
Jackson, Grant Investment Advisers, Inc. no change 224
AllSquare Wealth Management LLC no change 203
Prestige Wealth Management Group LLC no change 94
CFM WEALTH PARTNERS LLC no change 73
Carolina Wealth Advisors, LLC no change 10
STARR INTERNATIONAL CO INC no change 159,280
GLENMEDE TRUST CO NA no change 223,281
Change Path, LLC no change 151
Sound Income Strategies, LLC no change 19
Pflug Koory, LLC no change 40
MCMILLION CAPITAL MANAGEMENT INC no change 71
Stonebridge Capital Advisors LLC no change 66
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC no change 56
Edge Wealth Management LLC no change 52
Centerpoint Advisors, LLC no change 324
Avondale Wealth Management no change 366
Salomon & Ludwin, LLC no change 755
Cedar Mountain Advisors, LLC no change 755
Sugarloaf Wealth Management, LLC no change 710
BerganKDV Wealth Management, LLC no change 672
Laurel Wealth Advisors LLC no change 803
Johnson Financial Group, Inc. no change 932
Price Wealth Management, Inc. no change 1,143
WEST BANCORPORATION INC no change 1,143
Marquette Asset Management Inc. no change 1,093
Pacifica Partners Inc. no change 1,086
First Bank & Trust no change 664
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 643
Canton Hathaway, LLC no change 515
BENJAMIN EDWARDS INC no change 500
QCI ASSET MANAGEMENT INC/NY no change 487
GABLES CAPITAL MANAGEMENT INC. no change 476
Front Row Advisors LLC no change 539
Barnett & Company, Inc. no change 557
Covington Capital Management no change 620
Selective Wealth Management no change 603
CULLEN FROST BANKERS INC no change 568
Glassman Wealth Services no change 568
TIAA, FSB no change 253
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