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STOCK TICKER:
VANGRD EMRG MKT ETF   (ticker: VWO)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 920,281,127
Previous Holdings: 880,084,528
Change: 4.57%
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)
ROYAL BANK OF CANADA bought7,977,044 7,977,044 GOLDMAN SACHS GROUP INC sold20,934,698 0
Alaska Permanent Fund Corp bought6,859,367 6,859,367 Creative Planning sold18,701,098 0
JANE STREET GROUP, LLC bought6,037,544 6,037,544 UBS Group AG 97%16,386,616 591,806
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,628%5,148,893 5,159,268 WELLS FARGO & CO/MN 14%11,509,457 68,543,238
OLD MISSION CAPITAL LLC 778%3,967,850 4,478,137 Bridgewater Associates, Inc.(Raymond Dalio) 44%10,882,387 13,875,259
J P MORGAN CHASE & CO 47%3,652,122 11,505,775 Wealthfront Advisers LLC 26%7,967,400 22,459,490
M&T BANK CORP bought3,488,840 3,488,840 SG Americas Securities, LLC sold2,473,597 0
BB&T CORP 609%2,997,236 3,489,228 Allianz Asset Management AG sold2,411,416 0
Acorns Advisers, LLC bought2,800,152 2,800,152 LAKE STREET ADVISORS GROUP, LLC 36%1,407,726 2,457,231
US BANCORP DE bought2,780,868 2,780,868 Man Group plc sold1,369,820 0
Charles Schwab Investment Advisory, Inc. 20%2,141,397 12,787,312 TD ASSET MANAGEMENT INC sold1,258,636 0
BANK OF AMERICA CORP /DE/ 3%1,838,724 67,537,206 Heartwood Wealth Advisors LLC 94%920,138 58,517
Karpus Management, Inc. bought1,790,863 1,790,863 AMP Capital Investors Ltd sold889,700 0
Korea Investment CORP 105%1,543,146 3,013,146 Nuveen Asset Management, LLC sold693,905 0
WealthNavi Inc. 30%1,282,757 5,579,968 PEAPACK GLADSTONE FINANCIAL CORP sold615,925 0
Jordan Park Group LLC 29%1,207,919 5,323,484 PECONIC PARTNERS LLC sold600,000 0
Michael & Susan Dell Foundation bought1,192,675 1,192,675 NORTHERN TRUST CORP 2%580,242 23,900,348
ENVESTNET ASSET MANAGEMENT INC 4%1,033,186 25,868,477 ALLIANCEBERNSTEIN L.P. 33%571,533 1,166,616
Orion Portfolio Solutions, LLC bought1,010,381 1,010,381 ALBION FINANCIAL GROUP /UT sold557,298 0
CAPTRUST FINANCIAL ADVISORS bought993,662 993,662 BANK OF NOVA SCOTIA / 21%550,000 2,036,579
VANGUARD GROUP INC 2%984,624 60,005,578 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold500,000 0
Hernani Holdings LLC bought965,000 965,000 DeGreen Capital Management LLC sold490,542 0
Focused Wealth Management, Inc 33,313%924,116 926,890 DISCOVERY CAPITAL MANAGEMENT, LLC / CT sold487,700 0
Equitable Holdings, Inc. bought839,400 839,400 CANTOR FITZGERALD INVESTMENT ADVISER L.P. 39%478,972 736,854
HighTower Advisors, LLC 57%810,882 2,230,699 Baker Avenue Asset Management, LP 73%400,663 145,980
YALE UNIVERSITY (David Swensen) bought763,000 763,000 Regis Management CO LLC 28%398,559 1,005,131
Bank of New York Mellon CORP 7%752,301 10,826,761 American Financial Advisors, LLC 68%385,332 182,929
MASSMUTUAL TRUST CO FSB/ADV bought639,581 639,581 Windham Capital Management, LLC 93%384,153 27,975
CornerStone Partners LLC bought630,917 630,917 Global Strategic Investment Solutions, LLC sold357,429 0
Personal Capital Advisors Corp 4%590,424 14,948,717 EASTERN BANK 90%356,459 41,465
CREDIT SUISSE/ 46%518,025 1,648,643 Amerivest Investment Management LLC 2%335,595 15,956,290
COMMONWEALTH EQUITY SERVICES, LLC. 12%514,912 4,944,898 Rockefeller Capital Management L.P. sold309,491 0
EVOKE WEALTH, LLC bought507,205 507,205 Hirtle Callaghan & Co Inc 25%305,164 911,953
Baird Financial Group, Inc. bought503,610 503,610 LEGAL & GENERAL GROUP PLC 36%285,000 515,000
Quantitative Investment Management, LLC bought492,849 492,849 HT Partners LLC 87%284,210 40,653
Wealthquest Corp 1,643%491,932 521,868 ALPS ADVISERS INC 22%249,837 870,997
GenTrust, LLC 34%490,876 1,950,491 Omnia Family Wealth, LLC 92%248,070 21,048
DRW Securities, LLC 228%490,805 706,137 Johanson Financial Advisors, Inc. sold247,809 0
Ameraudi Asset Management, Inc. bought471,846 471,846 CYNOSURE MANAGEMENT, LLC sold243,387 0
Bogart Wealth, LLC 11,334%466,522 470,638 Miracle Mile Advisors, LLC 87%238,046 34,586
SEI INVESTMENTS CO 6%436,960 7,641,897 Telos Capital Management, Inc. 91%233,252 23,119
Summit Trail Advisors, LLC bought435,080 435,080 BADGLEY PHELPS & BELL INC 23%221,327 722,006
Valmark Advisers, Inc. 6%416,145 7,272,748 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 66%216,335 111,339
Ballentine, Finn & Company, Inc. 40%413,202 1,449,260 Independent Advisor Alliance sold209,368 0
PARAMETRIC PORTFOLIO ASSOCIATES 57%394,102 1,085,983 McCutchen Group LLC 34%200,501 381,395
SYNOVUS FINANCIAL CORP 32%386,745 1,601,993 THRIVENT FINANCIAL FOR LUTHERANS sold196,143 0
Ziegler Capital Management, LLC bought384,663 384,663 Berkeley Capital Partners, LLC 88%185,309 24,695
Tarbox Group, Inc. 10,050%377,180 380,933 Oak Hill Investment Management, L.P. 4%179,343 4,620,754
Sailer Financial LLC 27,926%366,670 367,983 UNITED SERVICES AUTOMOBILE ASSOCIATION 12%177,277 1,316,975
Platte River Wealth Advisors, LLC bought333,050 333,050 Susquehanna International Group, LLP 5%171,898 3,137,310
Neuberger Berman Group LLC 46%328,675 1,046,352 National Asset Management, Inc. sold168,909 0
Ancora Advisors, LLC bought313,434 313,434 LVM CAPITAL MANAGEMENT LTD/MI 66%165,831 85,974
Edge Capital Group, LLC 166%290,156 464,810 Proficio Capital Partners LLC sold163,978 0
AdvicePeriod, LLC 14%286,281 2,324,921 AXA sold161,000 0
Callan Capital, LLC bought282,071 282,071 Analyst IMS Investment Management Services Ltd. 54%159,891 136,844
Atlantic Trust Group, LLC 26%280,827 1,365,396 Merriman Wealth Management, LLC 80%150,100 38,179
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 63%275,648 715,329 GeoWealth Management, LLC sold149,490 0
Capital Asset Advisory Services LLC 115,808%264,043 264,271 Stordahl Capital Management, Inc. 72%148,817 58,443
Atom Investors LP bought262,314 262,314 Global Endowment Management, LP 24%141,510 438,600
Pure Financial Advisors, Inc. 177%261,490 409,516 RAYMOND JAMES & ASSOCIATES 7%140,991 1,841,922
CITIGROUP INC 4%259,034 6,443,093 Madison Asset Management, LLC 42%138,043 187,490
MILLENNIUM MANAGEMENT LLC 2,444%251,714 262,014 Manchester Capital Management LLC 71%137,055 57,182
FIS GROUP, INC. bought246,476 246,476 BP WEALTH MANAGEMENT, LLC 100%135,786 66
Milliman Financial Risk Management LLC 4%243,864 6,992,135 Fulton Breakefield Broenniman LLC sold132,205 0
Deseret Mutual Benefit Administrators bought243,500 243,500 Millburn Ridgefield Corp 7%130,501 1,662,092
Randolph Co Inc bought238,160 238,160 Hikari Power Ltd sold129,390 0
Strategic Financial Planning, Inc. 1,428%234,242 250,649 Catalyst Capital Advisors LLC 7%128,177 1,661,685
SAND HILL ADVISORS INC/CA 11%222,896 2,170,156 Raymond James Financial Services Advisors, Inc. 7%126,457 1,756,753
Altium Wealth Management LLC 115%220,528 411,774 Mirador Capital Partners LP 95%125,023 7,200
Morningstar Investment Services, Inc. 10%218,080 2,389,310 Hardy Reed LLC 51%122,210 115,718
PINNACLE FINANCIAL PARTNERS INC 68%210,949 519,324 FIFTH THIRD BANCORP 5%121,158 2,535,092
BARCLAYS PLC 1,427%206,340 220,800 Stonehage Fleming Financial Services Holdings Ltd sold120,742 0
Balentine LLC bought206,293 206,293 Clearshares LLC sold118,694 0
Ebor Charitable Trust bought203,410 203,410 FFT WEALTH MANAGEMENT LLC 18%117,988 536,116
VICTORY CAPITAL MANAGEMENT INC 17%201,613 1,368,959 Marshall Wace LLP 94%117,206 7,194
Radnor Financial Advisors, LLC 143%196,511 333,943 Van Hulzen Asset Management, LLC sold116,975 0
BDO Wealth Advisors, LLC 58%196,042 535,829 Blue Chip Partners, Inc. sold116,749 0
Bartlett & Co. LLC bought185,421 185,421 DEUTSCHE BANK AG 16%115,473 602,492
Financial Advisors Network, Inc. 275%184,612 251,770 Garde Capital, Inc. 19%107,863 472,796
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5%181,396 4,075,437 Integrated Investment Consultants, LLC 91%106,407 11,073
Veritable, L.P. 27%181,277 857,191 EP Wealth Advisors, Inc. 17%103,443 497,616
Geller Family Office Services, LLC bought181,261 181,261 1ST SOURCE BANK 21%102,967 390,090
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought180,465 180,465 MOODY LYNN & CO/ sold102,433 0
MISSION WEALTH MANAGEMENT, LLC 49%179,487 544,268 ARGI Investment Services, LLC 21%100,892 376,317
VIEWPOINT INVESTMENT PARTNERS CORP bought179,405 179,405 Bay Rivers Group sold99,683 0
BESSEMER GROUP INC 10%178,960 1,906,722 HENDERSON GROUP PLC sold98,811 0
Retirement Planning Group 32%173,119 705,902 Price Wealth Management, Inc. 40%98,289 144,676
MATHER GROUP, INC. 87%168,769 362,261 McGuire Investment Group, LLC sold96,766 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0%168,458 36,799,412 PARTNERS CAPITAL INVESTMENT GROUP, LLP 40%92,999 140,269
Sawtooth Asset Management, Inc. 41%160,634 551,000 Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 63%91,989 55,012
Waldron, LP 234%160,253 228,867 Warren Averett Asset Management, LLC 31%87,337 192,129
Beacon Pointe Advisors, LLC 133%156,030 273,505 Janney Capital Management LLC 9%86,349 824,490
Clark Capital Management Group, Inc. bought149,748 149,748 Alera Investment Advisors, LLC 44%85,713 109,534
Elm Partners Management LLC 17%148,125 1,025,108 NEXT Financial Group, Inc 98%83,782 2,077
Vision Capital Management, Inc. 37%143,097 532,929 HARVARD MANAGEMENT CO INC 48%83,062 90,135
NORTHERN OAK CAPITAL MANAGEMENT INC bought134,589 134,589 Trilogy Capital Inc. 64%80,953 45,187
Pennsylvania Trust Co bought134,007 134,007 WP Advisors, LLC sold80,720 0
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 4%133,660 3,238,478 Resource Planning Group 31%79,998 175,413
Meridian Wealth Partners, LLC bought133,277 133,277 Stratford Consulting, LLC 23%78,420 264,047
JMG Financial Group, Ltd. 12%133,019 1,262,538 Legacy Private Trust Co. 28%76,185 198,704
Apella Capital, LLC bought125,193 125,193 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 15%75,926 431,150
Sontag Advisory, LLC 12%121,399 1,138,890 WEALTHSOURCE PARTNERS, LLC 80%74,075 18,505
Litman Gregory Asset Management LLC 8%121,339 1,707,270 PNC FINANCIAL SERVICES GROUP INC 4%73,936 1,703,161
JONES FINANCIAL COMPANIES LLLP 19%119,062 740,968 SkyOak Wealt, LLC sold73,934 0
FIERA SCEPTRE INC. 18%118,459 767,120 Lumbard Investment Counseling, LLC sold73,379 0
Column Capital Advisors, LLC 99%115,728 232,060 Smith & Howard Wealth Management, LLC 34%72,869 139,675
PICTET ASSET MANAGEMENT LTD bought113,385 113,385 Tower Research Capital LLC 97%72,763 2,620
Empirical Financial Services, LLC 279%112,715 153,047 Legato Capital Management LLC 61%72,582 45,697
ETRADE Capital Management LLC 4%108,070 2,812,248 NORTHEAST INVESTMENT MANAGEMENT 28%72,274 190,036
Abacus Planning Group, Inc. 536%105,912 125,669 Perella Weinberg Partners Capital Management LP sold71,151 0
Betterment LLC 0%103,686 45,595,633 DELTA FINANCIAL ADVISORS LLC 62%71,031 44,177
CAROLINAS WEALTH CONSULTING LLC bought103,498 103,498 Glenview Trust Co 41%68,683 100,602
SMITHFIELD TRUST CO 17%102,591 704,312 J.W. COLE ADVISORS, INC. sold65,317 0
Marotta Asset Management 27%97,818 459,152 MACKENZIE FINANCIAL CORP sold65,000 0
COLONY GROUP LLC 27%97,746 455,630 Sabal Trust CO 71%64,204 26,596
Sowell Financial Services LLC 211%97,059 143,128 Yale Capital CORP 51%64,016 61,394
Lloyd Advisory Services, LLC. bought89,744 89,744 Peninsula Wealth, LLC 14%63,521 401,065
SIGNATUREFD, LLC 9%88,522 1,121,114 Forefront Analytics, LLC 52%62,967 58,287
Firestone Capital Management 73,575%88,290 88,410 CAPITAL FUND MANAGEMENT S.A. 91%62,462 5,982
Private Advisory Group LLC bought87,970 87,970 Pathstone Family Office, LLC sold59,624 0
Greenline Partners, LLC 12%87,249 786,939 BLB&B Advisors, LLC 5%58,931 1,080,050
Berman Capital Advisors, LLC 454%85,371 104,164 Toroso Investments, LLC sold57,915 0
Buckingham Asset Management, LLC 83%85,209 188,134 CSat Investment Advisory, L.P. sold57,915 0
LS Investment Advisors, LLC 63%84,175 218,720 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 47%57,808 63,982
FIRST CITIZENS BANK & TRUST CO bought81,858 81,858 WAYNE HUMMER INVESTMENTS L.L.C. 6%57,792 881,973
JBJ Investment Partners, LLC bought81,294 81,294 TIEDEMANN WEALTH MANAGEMENT, LLC 26%57,537 167,749
FSA Wealth Management LLC bought80,919 80,919 Advisor Group, Inc. 3%57,184 2,137,148
BRIDGES INVESTMENT MANAGEMENT INC 10%80,794 860,389 Aurum Wealth Management Group, LLC 22%57,014 201,223
Stewardship Advisors, LLC bought78,122 78,122 SENTINEL TRUST CO LBA 63%56,163 33,518
WHITTIER TRUST CO OF NEVADA INC 26%77,819 371,749 SCHAFER CULLEN CAPITAL MANAGEMENT INC sold55,429 0
LAZARD ASSET MANAGEMENT LLC 53%77,199 221,542 Baystate Wealth Management LLC 5%54,322 983,712
New Potomac Partners, LLC bought74,150 74,150 Timber Creek Capital Management LLC 47%53,650 59,450
Patriot Investment Management Inc. 13%73,837 626,022 UMB BANK N A/MO 17%53,559 253,829
BRANDYWINE OAK PRIVATE WEALTH LLC 178%71,432 111,456 MORGAN STANLEY 0%50,968 28,411,012
BRONFMAN E.L. ROTHSCHILD, L.P. 41%71,173 244,153 ROCKLAND TRUST CO 44%50,893 65,850
Freestone Capital Holdings, LLC 22%70,068 394,988 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD sold48,700 0
WETHERBY ASSET MANAGEMENT INC 80%69,224 155,330 JNBA Financial Advisors 13%47,945 328,691
PDS Planning, Inc 45%67,530 218,687 DT Investment Partners, LLC 7%47,508 600,369
Elgethun Capital Management 1,315%66,942 72,034 Tillar-Wenstrup Advisors, LLC sold47,329 0
WOLVERINE TRADING, LLC 36%64,968 247,303 BANK OF MONTREAL /CAN/ 23%47,016 154,189
Private Wealth Advisors, LLC 86%64,502 139,786 Renaissance Technologies(Jim Simons) 61%46,500 30,100
COMERICA SECURITIES,INC. bought64,444 64,444 Strategic Financial Group, LLC 27%46,397 125,838
Mariner Wealth Advisors, LLC 14%63,816 515,960 Capital Investment Advisors, LLC 10%45,235 409,806
GREAT WEST LIFE ASSURANCE CO /CAN/ bought63,446 63,446 NS Partners Ltd sold44,837 0
D. E. Shaw & Co., INC. (David E. Shaw) 10%58,900 648,344 ASPIRIANT, LLC 22%44,621 155,189
Kathmere Capital Management, LLC 25%58,432 293,459 Estate Counselors, LLC 15%44,457 252,303
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. bought58,387 58,387 MainStreet Investment Advisors LLC 8%44,076 537,159
Checchi Capital Advisers, LLC 286%58,253 78,586 SILVERCREST ASSET MANAGEMENT GROUP LLC 5%43,746 872,045
Carlson Capital Management 19%57,887 370,272 PARK AVENUE SECURITIES LLC sold42,739 0
Wela Strategies, LLC 215%57,242 83,919 Beirne Wealth Consulting Services, LLC 79%42,692 11,621
WHITTIER TRUST CO 9%55,837 653,817 Empirical Finance, LLC sold40,903 0
Opus Capital Group, LLC 153%55,184 91,164 Blankinship & Foster, LLC 13%40,234 261,422
Advisors Capital Management, LLC bought53,902 53,902 Ariel Capital Advisors, LLC 36%40,065 71,439
Valeo Financial Advisors, LLC 5%53,068 1,230,955 Arden Trust Co 51%39,662 37,995
UNIONBANCAL CORP 7%52,947 812,861 CENTAURUS FINANCIAL, INC. 28%39,469 101,889
Manning & Napier Group, LLC 36%51,970 195,260 SIMPLEX TRADING, LLC 66%39,370 19,840
ALESCO ADVISORS LLC 21%51,902 299,598 White Lighthouse Investment Management Inc. 30%38,430 90,636
TOCQUEVILLE ASSET MANAGEMENT LP 88%51,670 110,600 Parkside Investments, LLC 8%37,893 418,724
FARMERS & MERCHANTS INVESTMENTS INC 6%51,476 858,643 BAHL & GAYNOR INC sold37,452 0
HPM Partners LLC 38%50,265 182,683 JJJ Advisors Inc. 14%37,417 234,884
COUNTRY TRUST BANK 7%50,252 727,337 Cohen Klingenstein, LLC 28%37,090 94,959
TWIN FOCUS CAPITAL PARTNERS, LLC 25%50,240 249,574 TWO SIGMA SECURITIES, LLC sold37,051 0
CAPROCK Group, Inc. 8%50,200 654,068 IFP Advisors, Inc 35%36,708 66,939
Rosenberg Matthew Hamilton bought49,582 49,582 Blue Zone Wealth Advisors, LLC sold36,460 0
Bank Julius Baer & Co. Ltd, Zurich bought49,437 49,437 Principle Wealth Partners LLC sold36,396 0
PRIVATE TRUST CO NA 106%49,092 95,314 Blue Creek Investment Partners, LLC 14%36,304 218,140
KEYBANK NATIONAL ASSOCIATION/OH 2%48,536 2,489,118 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 7%34,205 432,891
HSBC HOLDINGS PLC 7%48,201 732,825 CLS INVESTMENT FIRM, LLC 20%33,700 134,664
Rathbone Brothers plc 20%47,890 286,483 McNamara Financial Services, Inc. 23%33,651 113,061
WADDELL & ASSOCIATES, LLC 14%47,082 377,846 Parkside Financial Bank & Trust 20%33,082 130,952
Sullivan, Bruyette, Speros & Blaney, Inc. 2%46,860 2,497,987 Arvest Trust Co 11%33,056 267,745
Goldstein Munger & Associates 19%46,790 288,868 BCJ Capital Management, LLC sold32,586 0
JUMP TRADING, LLC bought46,124 46,124 Burt Wealth Advisors 78%31,740 9,102
CAPE COD FIVE CENTS SAVINGS BANK 89%45,929 97,420 Pictet North America Advisors SA 35%31,535 59,700
HOWLAND CAPITAL MANAGEMENT INC 47%44,191 138,617 BANQUE PICTET & CIE SA 30%31,535 74,700
IndexIQ Advisors LLC 245%44,180 62,202 PagnatoKarp Partners LLC 22%31,482 112,510
Fusion Family Wealth LLC 7%43,278 673,690 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 31%31,337 69,825
Institute for Wealth Management, LLC. 3,095%43,237 44,634 Sterling Investment Management, Inc. 46%31,218 36,870
GAM Holding Ltd. 15%43,100 323,450 WAGNER CAPITAL MANAGEMENT CORP 50%31,071 31,629
ASSOCIATED BANC-CORP 45%43,087 137,933 P-Solve LLC sold30,679 0
HoyleCohen, LLC 87%42,568 91,494 DAVIS R M INC 5%30,421 525,237
Ally Invest Advisors Inc. 16%41,574 300,767 FIRST MERCHANTS CORP sold30,034 0
HARBOR ADVISORY CORP /MA/ 24%40,950 213,565 Heritage Trust Co 8%29,691 342,339
WILEY BROS.-AINTREE CAPITAL, LLC 332%40,314 52,457 TD Capital Management LLC 58%29,355 21,388
Janney Montgomery Scott LLC 4%40,248 968,069 OXFORD ASSET MANAGEMENT sold29,200 0
LWS Wealth Advisors, Inc. 271%40,101 54,911 Russell Investments Group, Ltd. 87%28,279 4,255
Arcus Capital Partners, LLC 790%40,066 45,140 WMS Partners, LLC sold27,645 0
Bangor Savings Bank 10%40,058 421,879 GREENLEAF TRUST 26%27,393 76,726
EVERETT HARRIS & CO /CA/ 38%39,851 144,590 Private Advisor Group, LLC 7%27,204 366,192
MML INVESTORS SERVICES, LLC 5%39,270 904,187 Johnson Financial Group, Inc. 16%26,971 143,422
WOODSTOCK CORP 111%38,625 73,277 55I, LLC sold26,889 0
Astoria Strategic Wealth, Inc. 79%38,403 87,164 NOMURA ASSET MANAGEMENT CO LTD sold26,100 0
CKW FINANCIAL GROUP 81,477%38,294 38,341 FLAGSHIP HARBOR ADVISORS, LLC 34%25,960 50,805
Hudock Moyer Wealth Resources, LLC 9%37,590 435,863 QP WEALTH MANAGEMENT, LLC 76%25,770 8,285
Great Diamond Partners, LLC 34%37,553 147,138 Brickley Wealth Management 16%25,547 135,636
MERCER GLOBAL ADVISORS INC /ADV 15%37,113 290,619 HAVERFORD TRUST CO 14%25,209 150,937
VERUS CAPITAL PARTNERS, LLC 1,767%36,977 39,070 BSW Wealth Partners 21%24,677 90,713
Nachman Norwood & Parrott, Inc 24%36,810 188,647 Marble Harbor Investment Counsel, LLC 6%24,582 385,768
Truepoint, Inc. 565%36,666 43,155 Livingston Group Asset Management CO (operating as Southport Capital Management) 62%24,216 14,982
FIRST MERCANTILE TRUST CO 8%36,029 482,353 Angeles Investment Advisors, LLC 96%23,887 900
London & Capital Asset Management Ltd bought35,590 35,590 Parallel Advisors, LLC 16%23,540 122,990
BT Wealth Management LLC 26%35,168 168,109 MYCIO WEALTH PARTNERS, LLC sold23,273 0
Pinnacle Bank 83%34,646 76,341 Plancorp, LLC 69%22,896 10,497
PLANNING ALTERNATIVES LTD /ADV 9%34,586 439,886 CCG WEALTH MANAGEMENT, LLC sold22,730 0
Apex Investment Services, Inc. 59%34,477 92,746 BAILARD, INC. 10%22,201 210,646
SWS Partners bought34,344 34,344 PRUDENTIAL FINANCIAL INC sold21,850 0
Rex Capital Advisors, LLC 19%34,113 214,609 Annex Advisory Services, LLC sold21,822 0
TPG Financial Advisors, LLC 136%34,048 59,063 GFS Advisors, LLC 9%21,415 217,960
Jackson Hole Capital Partners, LLC 25%33,604 170,388 LeJeune Puetz Investment Counsel LLC 33%21,184 42,870
Disciplined Investments, LLC bought33,237 33,237 SeaCrest Wealth Management, LLC 66%21,170 10,760
Visionary Wealth Advisors bought33,062 33,062 OPPENHEIMER & CO INC 18%20,989 98,186
Great Lakes Retirement, Inc. bought32,672 32,672 STEPHENSON NATIONAL BANK & TRUST 26%20,633 57,607
Financial Network 22%32,480 180,097 Stratos Wealth Partners, LTD. 18%20,550 96,120
Ellevest, Inc. 33%32,305 130,147 Ledyard National Bank 69%20,443 9,249
MAI Wealth Advisors 7%32,243 476,662 Diversified Trust Co 1%20,373 1,390,972
Princeton Global Asset Management LLC 6,497%31,769 32,258 RIVERSEDGE ADVISORS, LLC 18%20,322 92,208
Kingsview Wealth Management, LLC 439%31,724 38,943 Sepio Capital, LLC 5%20,024 420,699
INVESTMENT PARTNERS LTD /OH/ /ADV 62%31,215 81,204 Covenant Multifamily Offices, LLC 69%20,000 9,172
BFSG, LLC 25%30,232 151,303 Laurel Wealth Advisors, Inc. 32%19,905 43,032
Archford Capital Strategies, LLC 173%29,880 47,142 Buffington Mohr McNeal sold19,295 0
PRIVATE BANK & TRUST CO 7%29,856 456,809 Matrix Trust Co 2%18,639 1,137,469
Arbor Investment Advisors, LLC 7%29,834 482,130 Canal Capital Management, LLC 17%18,607 91,835
SVB Wealth Advisory, Inc. 38%29,609 108,300 OARSMAN CAPITAL, INC. 63%18,592 11,015
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought29,464 29,464 WoodTrust Financial Corp 13%18,509 127,261
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 177%29,376 45,958 FineMark National Bank & Trust 35%18,384 34,356
Modera Wealth Management, LLC 7%29,270 448,677 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 16%18,309 95,660
LPL Financial CORP 1%29,148 5,857,270 Secure Asset Management, LLC sold18,258 0
DAVIDSON D A & CO 3%28,963 1,168,046 Advisory Services Network, LLC 13%17,862 118,777
Lombard Odier Asset Management (Switzerland) SA 22%28,816 162,494 Gerber Kawasaki Wealth & Investment Management sold17,694 0
Fisher Asset Management, LLC(Kenneth L. Fisher) 8%28,745 378,430 Wharton Business Group, LLC 2%17,492 692,523
Perigon Wealth Management, LLC 111%28,596 54,299 Abbrea Capital, LLC 9%17,251 182,974
Parsec Financial Management, Inc. 4%28,593 709,108 Regal Investment Advisors, LLC 14%17,185 108,876
Hanson McClain, Inc. 15%28,068 216,202 Intercontinental Wealth Advisors, LLC 28%17,035 43,639
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 78%27,899 63,520 VESTOR CAPITAL CORP 27%16,970 46,310
Migdal Insurance & Financial Holdings Ltd. 10%27,544 294,203 Occidental Asset Management, LLC 24%16,964 52,715
Prime Capital Investment Advisors, LLC 497%27,340 32,844 CONGRESS ASSET MANAGEMENT CO /MA 7%16,924 216,209
BigSur Wealth Management LLC bought27,000 27,000 IFG Advisors, LLC 56%16,731 12,973
Savant Capital Management Inc 64%26,591 68,345 Csenge Advisory Group sold16,532 0
H D Vest Advisory Services 9%26,498 337,974 Cornerstone Advisory, LLP 51%16,528 15,657
Teamwork Financial Advisors, LLC 570%26,171 30,760 UNITED CAPITAL FINANCIAL ADVISERS,INC. 3%16,489 641,457
ROYAL BANK OF SCOTLAND GROUP PLC bought26,087 26,087 Boltwood Capital Management sold16,287 0
CAPITAL ONE FINANCIAL CORP bought26,063 26,063 IEQ CAPITAL, LLC 21%16,264 61,701
Great Point Wealth Advisors, LLC 16%25,547 186,558 Clear Perspective Advisors, LLC sold16,037 0
Symmetry Partner, LLC 11%25,450 250,619 Lenox Wealth Advisors, Inc. 43%16,016 21,349
Dana Investment Advisors, Inc. bought25,129 25,129 PARSONS CAPITAL MANAGEMENT INC/RI 15%15,927 89,902
CENTRAL BANK & TRUST CO 13%24,691 215,199 Armbruster Capital Management, Inc. 25%15,798 48,029
Hartland & Co., LLC 89%24,680 52,551 Wealthcare Advisory Partners LLC 9%15,784 152,877
TI-TRUST, INC bought24,590 24,590 BRADLEY FOSTER & SARGENT INC/CT 10%15,604 144,954
WESCAP Management Group, Inc. bought24,252 24,252 South Dakota Investment Council 0%15,310 15,862,650
Relative Value Partners Group, LLC bought24,220 24,220 Covington Capital Management 2%15,123 694,530
Choate Investment Advisors 366%24,173 30,779 COLDSTREAM CAPITAL MANAGEMENT INC 13%15,084 104,056
CAPITAL ONE, NATIONAL ASSOCIATION bought23,619 23,619 GRIMES & COMPANY, INC. 19%15,067 65,767
Hoover Financial Advisors, Inc. 42%23,594 79,552 Pantheon Investment Group, LLC sold15,000 0
Ballast, Inc. 15%23,466 180,664 Mirae Asset Global Investments Co., Ltd. 1%14,783 1,162,183
SCS Capital Management LLC 1%23,422 3,231,324 E&G Advisors, LP 17%14,580 70,010
Strid Group, LLC 5%23,193 509,617 Evercore Wealth Management, LLC 10%14,365 127,266
DOWLING & YAHNKE INC 30%22,997 98,695 ROWLAND CARMICHAEL ADVISORS INC /ADV 47%14,233 16,323
N.E.W. Advisory Services LLC bought22,858 22,858 Brookstone Capital Management 15%14,231 81,454
STALEY CAPITAL ADVISERS INC 3%22,752 851,426 Orgel Wealth Management, LLC 21%14,149 53,825
BlueSky Wealth Advisors, LLC 38%22,621 82,425 VAN ECK ASSOCIATES CORP 31%14,089 31,268
Virtu Financial LLC bought22,315 22,315 Global Retirement Partners, LLC 16%14,043 73,222
Austin Private Wealth, LLC 56%22,283 62,272 MEITAV DASH INVESTMENTS LTD 38%13,493 22,074
Single Point Partners, LLC 48%22,182 68,814 Northstar Group, Inc. sold13,474 0
FLOW TRADERS U.S. LLC bought22,060 22,060 HANCOCK HOLDING CO 5%13,440 231,614
ETF Portfolio Partners, Inc. 23%22,048 117,646 Hikari Tsushin, Inc. sold13,294 0
Anfield Capital Management, LLC 14,488%22,022 22,174 Buckingham Capital Management, Inc. 45%13,247 16,058
Zhang Financial LLC 22%21,909 120,339 FRANKLIN RESOURCES INC 16%13,082 67,892
Parcion Private Wealth LLC 102%21,228 41,966 Portland Global Advisors LLC 4%12,892 304,949
Brand Asset Management Group, Inc. 77%20,035 46,108 BTIM Corp. 10%12,886 121,908
WALLER FINANCIAL PLANNING GROUP, INC 121%20,027 36,645 Ascent Wealth Partners, LLC 33%12,855 26,211
People's United Financial, Inc. 5%19,850 414,352 Apollon Wealth Management, LLC sold12,784 0
Black Diamond Financial, LLC 48%19,774 61,063 Vivaldi Capital Management, LLC 14%12,705 81,175
MOLLER FINANCIAL SERVICES 13%19,689 169,985 Wells Trecaso Financial Group, LLC 50%12,675 12,867
MONETA GROUP INVESTMENT ADVISORS INC 81%19,449 43,398 BLAIR WILLIAM & CO/IL 2%12,490 806,396
BINGHAM OSBORN & SCARBOROUGH LLC 234%19,344 27,602 HRT FINANCIAL LLC 68%12,383 5,823
SIGMA INVESTMENT COUNSELORS INC 3%19,099 580,862 BOYS ARNOLD & CO INC 30%12,329 28,316
Capital Wealth Planning, LLC bought19,064 19,064 LGL PARTNERS, LLC 9%12,299 121,374
FINANCIAL LIFE ADVISORS 90%18,922 39,979 FDx Advisors, Inc. 46%12,172 14,287
BERKSHIRE ASSET MANAGEMENT INC/PA 61%18,717 49,426 CIBC Global Asset Management Inc 13%12,090 79,455
Mosaic Family Wealth, LLC 28%18,670 85,917 Summit Wealth Group, LLC sold12,084 0
REGIONS FINANCIAL CORP 1%18,531 2,490,867 360 Financial, Inc. sold12,067 0
CX Institutional 69%18,518 45,473 Harvest Fund Management Co., Ltd sold12,000 0
Money Design Co.,Ltd. 12%18,373 167,755 PRW Wealth Management LLC sold12,000 0
MANAGED ACCOUNT SERVICES INC 16%18,301 130,847 Private Wealth Advisors, Inc. sold11,969 0
Milestone Group, Inc. 7%18,114 269,343 Fulcrum Capital LLC sold11,882 0
DIXON HUBARD FEINOUR & BROWN INC/VA 10%17,945 199,357 Adams Wealth Management sold11,856 0
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 7%17,871 292,174 Independence Advisors, LLC 9%11,845 124,802
IRONWOOD INVESTMENT MANAGEMENT LLC bought17,851 17,851 WRAPMANAGER INC sold11,839 0
Elevated Capital Advisors, LLC 105%17,665 34,502 WESTWOOD HOLDINGS GROUP INC 3%11,738 389,731
Johnson Financial Group, LLC 10%17,556 187,195 Calamos Wealth Management LLC sold11,630 0
Global Financial Private Capital, LLC 7%17,501 264,088 Comprehensive Portfolio Management, LLC 26%11,565 32,342
Multi-Financial Securities Corp 25%17,383 86,504 Pacific Edge Advisors, LLC sold11,500 0
CAMBRIDGE TRUST CO bought17,095 17,095 TORONTO DOMINION BANK sold11,420 0
BRYN MAWR TRUST CO/PA 4%17,094 421,413 We Are One Seven, LLC 25%11,418 34,960
STATE STREET CORP 2%16,989 771,351 Outlook Wealth Advisors, LLC sold11,410 0
Arete Wealth Advisors, LLC 22%16,924 92,543 NATIXIS sold11,263 0
Allen Investment Management LLC 5%16,866 370,223 Ironsides Asset Advisors, LLC sold11,260 0
M Holdings Securities, Inc. 33%16,549 67,141 PrairieView Partners, LLC 3%11,137 396,620
Red Door Wealth Management, LLC bought16,460 16,460 INVESTMENT HOUSE LLC sold11,000 0
FIRST NATIONAL CORP /MA/ /ADV bought16,432 16,432 BOSTON RESEARCH & MANAGEMENT INC 58%10,957 8,014
BEACON INVESTMENT ADVISORY SERVICES, INC. 15%16,429 128,523 Vectors Research Management, LLC sold10,360 0
Union Bankshares Corp bought16,333 16,333 HNP Capital LLC sold10,360 0
Golden State Wealth Management, LLC bought16,017 16,017 PUTNAM FL INVESTMENT MANAGEMENT CO 46%10,330 12,322
LINCOLN NATIONAL CORP 1%15,897 1,447,727 CHESLEY TAFT & ASSOCIATES LLC/IL 16%10,327 52,578
Patton Fund Management, Inc. 7%15,730 229,222 Vigilare Wealth Management sold10,276 0
PROEQUITIES, INC. 5%15,727 330,068 Busey Trust CO sold10,247 0
Lutz Financial Services LLC 20%15,722 94,651 FCG ADVISORS, LLC 55%10,197 8,457
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 9%15,705 192,886 InterOcean Capital, LLC 22%10,067 34,855
Northwest Quadrant Wealth Management, LLC 7%15,696 240,485 Bristlecone Advisors, LLC 9%10,052 103,740
PBWM Holdings, LLC bought15,408 15,408 Grubman Wealth Management sold10,040 0
Compton Wealth Advisory Group, LLC bought15,404 15,404 LAKE STREET FINANCIAL LLC sold10,017 0
Windsor Group LTD 158%15,358 25,109 Bridgeworth, LLC 41%10,005 14,610
MARSHALL FINANCIAL GROUP INC /ADV 123%15,117 27,367 RBF Capital, LLC 20%10,000 40,000
Center for Financial Planning, Inc. 30%15,082 65,174 QCI ASSET MANAGEMENT INC/NY 20%9,964 39,188
WOODMONT INVESTMENT COUNSEL LLC 15%15,036 113,916 Coastal Capital Group, Inc. 61%9,918 6,242
CIBC World Markets Inc. 5%14,934 301,609 RETIREMENT CAPITAL STRATEGIES sold9,777 0
FIRST HAWAIIAN BANK 2%14,880 840,155 Patten Group, Inc. 51%9,621 9,311
WASHINGTON TRUST BANK 226%14,834 21,395 CORBETT ROAD CAPITAL MANAGEMENT, LLC sold9,483 0
STIFEL FINANCIAL CORP 223%14,358 20,793 CITIZENS FINANCIAL GROUP INC/RI 49%9,479 10,010
Tikvah Management LLC 16%14,300 101,580 WT Wealth Management sold9,466 0
Frontier Wealth Management LLC 110%14,225 27,101 HELLMAN JORDAN MANAGEMENT CO INC /MA/ sold9,420 0
Jackson Wealth Management, LLC bought14,159 14,159 Holistic Financial Partners 6%9,411 139,621
Hillstrust 216%14,150 20,710 Hilton Capital Management, LLC sold9,350 0
Riverpoint Wealth Management Holdings, LLC 32%14,013 57,659 NICOLET BANKSHARES INC 13%9,312 60,906
Altavista Wealth Management, Inc. bought14,008 14,008 SigFig Wealth Management, LLC 7%9,270 120,842
Paracle Advisors, LLC 3%13,945 568,795 O'Dell Group, LLC 2%9,263 483,287
Waterloo Capital, L.P. bought13,913 13,913 NewFocus Financial Group, LLC 34%9,234 18,246
HOWE & RUSLING INC 70%13,892 33,724 EPG Wealth Management LLC 85%9,201 1,620
Aurora Private Wealth, Inc. bought13,857 13,857 NOTTINGHAM ADVISORS, INC. 20%9,131 35,844
Conservest Capital Advisors, Inc. 66%13,846 34,817 CFG Asset Management LLC 10%9,089 82,747
Parallax Volatility Advisers, LLC bought13,831 13,831 SAGE FINANCIAL GROUP INC 7%9,067 120,271
Tortoise Investment Management, LLC 9%13,808 163,371 RENAISSANCE GROUP LLC sold9,059 0
MONARCH CAPITAL MANAGEMENT INC/ 17%13,719 92,175 BANK OF THE WEST 5%9,023 159,742
TRUSTCO BANK CORP N Y bought13,395 13,395 Colorado Capital Management, Inc. 26%9,011 25,183
ROPES WEALTH ADVISORS LLC 27%13,383 63,244 Western Wealth Management, LLC 53%9,004 8,081
Brown Advisory Securities, LLC 167%13,364 21,385 Confluence Wealth Management LLC 19%8,966 37,209
DiMeo Schneider & Associates, L.L.C. bought13,235 13,235 V Wealth Management,LLC 30%8,930 20,637
Krilogy Financial LLC 97%12,935 26,203 QUANTLAB CAPITAL MANAGEMENT LTD sold8,875 0
TOWNSQUARE CAPITAL LLC bought12,935 12,935 BOSTON FINANCIAL MANGEMENT INC /MA 29%8,828 21,815
Affiance Financial, LLC 52%12,648 37,069 Klingman & Associates, LLC 16%8,824 45,383
Trellis Advisors, LLC 19%12,635 77,558 WAYNE HUMMER ASSET MANAGEMENT CO 20%8,794 34,674
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 2%12,605 546,874 PAX Financial Group, LLC 35%8,738 16,327
Cooper Financial Group bought12,316 12,316 Liberty Capital Management, Inc. sold8,730 0
AYRSHIRE ASSOCIATES INC 84%12,284 26,863 SMH CAPITAL ADVISORS INC sold8,719 0
Premise Capital, LLC 63%12,115 31,231 HM PAYSON & CO 2%8,660 362,433
COURIER CAPITAL CORP 7%12,053 175,840 HBW Advisory Services LLC sold8,575 0
COMMERCE BANK N A/MO 1%12,028 1,408,598 DIAM Co., Ltd. 5%8,515 180,029
Partnervest Advisory Services LLC 85%11,977 26,145 Corient Capital Partners, LLC sold8,382 0
River Wealth Advisors LLC bought11,950 11,950 LBMC INVESTMENT ADVISORS, LLC 6%8,268 131,668
CAZ INVESTMENTS LP bought11,932 11,932 MANUFACTURERES LIFE INSURANCE CO 1%8,233 805,095
Robertson Stephens Wealth Management, LLC bought11,830 11,830 GM Advisory Group, Inc. sold8,162 0
One Wealth Advisors, LLC 7%11,571 168,675 Sound View Wealth Advisors Group, LLC 33%8,144 16,237
Sandy Spring Bank 9%11,522 135,169 Connecticut Wealth Management, LLC sold8,089 0
LPWM LLC 8%11,499 155,853 Legacy Bridge, LLC 25%8,060 23,952
JOHNSON INVESTMENT COUNSEL INC 25%11,466 58,044 Gratus Capital LLC sold8,028 0
Hurlow Wealth Management Group, Inc. 41%11,436 39,517 BHK Investment Advisors, LLC 4%7,999 202,141
MEEDER ASSET MANAGEMENT INC 26%11,405 54,623 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6%7,994 117,750
Wellspring Financial Advisors, LLC bought11,327 11,327 Monument Capital Management sold7,976 0
ESL Trust Services, LLC bought11,160 11,160 Spears Abacus Advisors LLC 42%7,927 10,871
Bay Harbor Wealth Management, LLC 11%11,049 111,559 Relaxing Retirement Coach 10%7,896 69,464
Hanson Investment Management 6%10,969 193,533 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3%7,802 259,255
SP Asset Management 60%10,913 28,978 Private Capital Group, LLC 8%7,678 84,324
ATRIA INVESTMENTS LLC 5%10,910 251,786 Fundamentun, LLC 44%7,542 9,756
GYL FINANCIAL SYNERGIES, LLC 88%10,848 23,175 Triangle Securities Wealth Management sold7,486 0
Highland Private Wealth Management 5%10,818 249,521 MCF Advisors LLC 33%7,458 14,931
REDW Stanley Financial Advisors LLC 15%10,693 83,882 SMITH CAPITAL MANAGEMENT INC /AR/ADV 8%7,435 85,485
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC bought10,643 10,643 Surevest Inc. sold7,420 0
Simmons Bank 2%10,488 506,627 Sanctuary Wealth Management, L.L.C. sold7,368 0
SAGE RHINO CAPITAL LLC 9%10,475 121,572 FIRST MIDWEST BANK TRUST DIVISION 45%7,350 9,032
Walleye Trading LLC bought10,400 10,400 SCBT FINANCIAL CORP sold7,330 0
Crestwood Advisors LLC 21%10,132 58,051 Sequoia Wealth Management, LLC sold7,251 0
TRUST CO OF VERMONT 5%10,105 232,007 Private Ocean, LLC 31%7,206 16,067
Hefren-Tillotson, Inc. 4%10,028 296,250 CHEMUNG CANAL TRUST CO sold7,167 0
Itau Unibanco Holding S.A. 38%10,000 36,550 Charles Schwab Trust Co 37%7,166 12,000
Magnus Financial Group LLC 3%9,851 334,041 Strategic Wealth Advisors Group,Inc. 13%7,155 46,233
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. bought9,837 9,837 Legacy Advisors, LLC 52%7,103 6,671
Concorde Asset Management, LLC bought9,716 9,716 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 17%7,098 34,437
EATON VANCE MANAGEMENT 5%9,593 187,302 ANCHOR CAPITAL ADVISORS INC sold7,073 0
SCHRODER INVESTMENT MANAGEMENT GROUP 1%9,542 660,130 Welch Group, LLC sold7,028 0
PFG Advisors 23%9,384 49,987 GOULD ASSET MANAGEMENT LLC /CA/ 15%7,014 40,306
Stellar Capital Management, LLC 8%9,282 128,119 All Terrain Financial Advisors, LLC sold6,992 0
RIVERNORTH CAPITAL MANAGEMENT, INC. 15%9,254 70,000 Coastal Investment Advisors, Inc. 48%6,781 7,370
NBT BANK N A /NY 29%9,160 41,251 Personal Resources Investment & Strategic Management, Inc. sold6,621 0
Baldrige Asset Management LLC 47%9,027 28,096 Alpha Cubed Investments, LLC sold6,603 0
TOBIAS FINANCIAL ADVISORS, INC. 10%9,005 99,480 FIRST NATIONAL BANK OF OMAHA sold6,586 0
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought8,854 8,854 Almanack Investment Partners, LLC. sold6,524 0
Psagot Investment House Ltd. 2%8,838 548,096 Atlanta Capital Group 50%6,516 6,630
Strategic Investment Advisors / MI 24%8,782 45,719 Iron Financial, LLC 40%6,448 9,801
MARINO, STRAM & ASSOCIATES LLC bought8,670 8,670 Slow Capital, Inc. sold6,326 0
Coho Partners, Ltd. bought8,641 8,641 Perennial Advisors, LLC 52%6,325 5,892
EDGEWOOD MANAGEMENT LLC bought8,641 8,641 OXFORD FINANCIAL GROUP LTD 6%6,240 93,719
Stelac Advisory Services LLC bought8,618 8,618 PBMares Wealth Management LLC sold6,162 0
FOSTER DYKEMA CABOT & CO INC/MA 57%8,616 23,772 Cardinal Strategic Wealth Guidance sold6,065 0
Pathway Financial Advisors LLC bought8,568 8,568 Minot Wealth Management LLC sold6,025 0
Argent Trust Co 21%8,554 48,828 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 48%6,000 6,500
INTEGRATED CAPITAL MANAGEMENT, INC. 10%8,451 90,315 BURNEY CO/ 8%5,979 71,886
Affinity Capital Advisors, LLC bought8,438 8,438 SCOTIA CAPITAL INC. 12%5,941 44,780
Alexandria Capital, LLC 9%8,338 103,269 Ausdal Financial Partners, Inc. 18%5,939 27,749
Foundations Investment Advisors, LLC 48%8,330 25,857 Budros, Ruhlin & Roe, Inc. sold5,879 0
Hillcrest Wealth Advisors - NY, LLC 10%8,315 90,070 FIRST INTERSTATE BANK 35%5,860 10,754
CPCM, LLC 30%8,265 35,821 SNS Financial Group, LLC 1%5,852 470,538
FOSTER & MOTLEY INC bought8,166 8,166 Franklin, Parlapiano, Turner & Welch, LLC sold5,840 0
Soltis Investment Advisors LLC 14%8,153 67,292 Frisch Financial Group, Inc. 3%5,823 211,291
DUBUQUE BANK & TRUST CO 23%8,150 43,645 Aries Wealth Management 14%5,816 35,815
9258 Wealth Management, LLC bought8,120 8,120 L & S Advisors Inc sold5,784 0
Rossmore Private Capital 65%7,853 19,865 MITCHELL MCLEOD PUGH & WILLIAMS INC sold5,781 0
Financial Strategy Network, LLC bought7,829 7,829 Resources Investment Advisors, Inc. 12%5,766 41,228
IHT Wealth Management, LLC 61%7,822 20,588 Harborview Advisors, LLC sold5,729 0
Semmax Financial Advisors Inc. 13%7,779 69,506 LCNB CORP sold5,705 0
AMERIPRISE FINANCIAL INC 0%7,721 3,561,475 Meridian Wealth Advisors, LLC sold5,684 0
Steward Partners Investment Advisory, LLC 3%7,576 270,405 QS Investors, LLC 2%5,662 315,923
Stokes Family Office, LLC 5%7,526 147,194 Cutler Group LP sold5,600 0
Peak Financial Management, Inc. 6%7,467 131,390 CWM, LLC 14%5,585 35,045
CONCENTRIC WEALTH MANAGEMENT, LLC 7%7,409 113,449 Portfolio Solutions sold5,575 0
Relyea Zuckerberg Hanson LLC 29%7,381 33,058 ACIMA PRIVATE WEALTH, LLC 58%5,572 4,017
NICOLET ADVISORY SERVICES, LLC 9%7,379 85,323 Total Clarity Wealth Management, Inc. sold5,560 0
BEAM Asset Management, LLC bought7,369 7,369 Kuntz Lesher Capital LLC sold5,559 0
REGENTATLANTIC CAPITAL LLC 8%7,318 99,578 Paulson Wealth Management Inc. 46%5,539 6,458
Stockman Asset Management 19%7,290 45,406 Moloney Securities Asset Management, LLC 45%5,518 6,650
Southern Wealth Management, LLP bought7,278 7,278 McMahon Financial Advisors, LLC sold5,500 0
Chicago Partners Investment Group LLC 26%7,269 35,549 Grandfield & Dodd, LLC sold5,465 0
Cetera Investment Advisers 8%7,248 93,232 Apexium Financial, LP sold5,465 0
Summit Investment Advisors, Inc. 3%7,202 227,817 ZEKE CAPITAL ADVISORS, LLC sold5,459 0
Financial Engines Advisors L.L.C. bought7,140 7,140 OLD NATIONAL BANCORP /IN/ 3%5,444 198,721
Maxim Capital Management LLC bought7,137 7,137 MARSHALL & SULLIVAN INC /WA/ 3%5,443 158,835
Aureus Asset Management, LLC 13%7,077 62,646 Horan Securities, Inc. 33%5,395 10,908
LVW Advisors, LLC 26%7,006 33,600 EisnerAmper Wealth Management Corporate Benefits, LLC sold5,380 0
METROPOLITAN LIFE INSURANCE CO/NY 4%7,000 204,600 Pineno Levin & Ford Asset Management, Inc. sold5,328 0
Community Bank, N.A. 18%6,984 44,752 Ferris Capital, LLC sold5,320 0
BEACON FINANCIAL GROUP 67%6,799 16,954 BLUESTEIN R H & CO 25%5,267 15,895
Massey, Quick & Co., LLC 324%6,762 8,847 Carnick & Kubik Group, LLC 46%5,253 6,256
AE Wealth Management LLC 1%6,740 536,631 UNITED BANK /VA/ sold5,236 0
Maple Capital Management, Inc. bought6,710 6,710 361 CAPITAL LLC 42%5,231 7,114
Global Trust Asset Management, LLC 37%6,658 24,414 Eukles Asset Management 16%5,230 26,811
Koshinski Asset Management, Inc. 18%6,613 44,144 GV Capital Management 7%5,223 74,152
Arkadios Wealth Advisors bought6,536 6,536 YorkBridge Wealth Partners, LLC sold5,201 0
Paradigm Financial Advisors, LLC 14%6,532 52,758 FormulaFolio Investments, LLC 41%5,189 7,604
CHARTER TRUST CO 7%6,505 99,812 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 47%5,166 5,862
BKD Wealth Advisors, LLC 5%6,477 140,144 Landmark Financial Advisors, LLC 2%5,131 243,912
KAYS FINANCIAL ADVISORY CORP /ADV bought6,467 6,467 DEARBORN PARTNERS LLC sold5,121 0
HALLMARK CAPITAL MANAGEMENT INC 22%6,366 35,200 Coe Capital Management, LLC 15%5,106 29,896
Belpointe Asset Management LLC bought6,353 6,353 BerganKDV Wealth Management, LLC 90%5,084 536
Cedar Wealth Management, LLC 40%6,293 21,855 Stonehearth Capital Management, LLC 3%5,070 153,832
First Allied Advisory Services, Inc. 4%6,208 162,118 Ridgewood Investments LLC sold5,070 0
Robinson Value Management, Ltd. bought6,191 6,191 McCollum Christoferson Group LLC sold5,000 0
NWAM LLC 7%6,138 94,182 Oak Grove Capital LLC sold5,000 0
Roble, Belko & Company, Inc 3%6,114 208,024 Kovack Advisors, Inc. 36%4,990 8,788
Optimal Asset Management, Inc. bought6,111 6,111 BTC Capital Management, Inc. 2%4,957 233,893
J. W. Coons Advisors, LLC bought6,100 6,100 BENJAMIN F. EDWARDS & COMPANY, INC. 3%4,946 150,534
MA Private Wealth 3%6,088 184,512 ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC sold4,929 0
Strategic Wealth Partners Group LLC 34%6,084 23,727 YCMNET ADVISORS INC sold4,919 0
VISTA INVESTMENT MANAGEMENT 25%6,063 30,465 Financial Insights, Inc. sold4,917 0
RMR Wealth Builders bought6,006 6,006 Chevy Chase Trust Holdings, Inc. sold4,880 0
Wellesley Investment Partners, LLC 2%5,968 281,922 King Wealth Management Group, LLC sold4,874 0
Main Management LLC 13%5,863 51,671 Cable Hill Partners, LLC 35%4,846 9,077
BBVA USA BANCSHARES INC 1%5,789 733,734 Wealthstreet Investment Advisors, LLC sold4,829 0
Fortis Advisors, LLC 39%5,782 20,474 Gilbert & Cook, Inc. 8%4,805 52,469
Marquette Asset Management Inc. 116%5,740 10,707 Prestige Wealth Management Group LLC sold4,802 0
First PREMIER Bank 19%5,700 35,971 RESOURCES MANAGEMENT CORP /CT/ /ADV 6%4,756 73,686
CFO4Life Group, LLC 119%5,644 10,375 United Bank 5%4,754 88,063
DAVENPORT & CO LLC 2%5,620 236,643 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3%4,753 145,994
Private Portfolio Partners LLC 5%5,590 127,120 Round Table Services, LLC 14%4,739 29,591
Sequoia Financial Advisors, LLC 17%5,557 37,843 Capital Advisors, Ltd. LLC 90%4,700 501
Mutual Advisors, LLC 27%5,542 25,823 Meridian Wealth Management, LLC 37%4,647 7,751
NORTHWEST WEALTH MANAGEMENT, LLC 11%5,512 56,097 Interactive Financial Advisors 75%4,627 1,509
JT Stratford LLC bought5,350 5,350 Covenant Asset Management, LLC sold4,619 0
Columbus Macro, LLC 5%5,327 103,514 Accredited Investors Inc. sold4,616 0
Financial Advisory Service, Inc. 121%5,213 9,505 greenwich Wealth Management LLC 15%4,613 26,019
180 WEALTH ADVISORS, LLC 9%5,205 66,299 WADE G W & INC 4%4,612 100,908
Emery Howard Portfolio Management, Inc. 1%5,172 364,164 Emerald Investment Partners, LLC 43%4,602 6,185
Hanlon Investment Management, Inc. 20%5,055 30,480 KCS Wealth Advisory sold4,596 0
Diversified Portfolios, Inc. 104%5,039 9,882 BBK Capital Partners, LLC sold4,581 0
Oldfather Financial Services, LLC bought5,036 5,036 Dorsey & Whitney Trust CO LLC 8%4,580 53,711
FIRST TRUST ADVISORS LP 8%4,997 68,494 BAR HARBOR TRUST SERVICES sold4,572 0
GOFEN & GLOSSBERG LLC /IL/ 1%4,970 357,601 Oakmont Partners LLC 7%4,541 59,695
Knights of Columbus Asset Advisors LLC bought4,908 4,908 OPTIMUM INVESTMENT ADVISORS 22%4,499 16,240
Courage Miller Partners, LLC 4%4,862 116,922 United Asset Strategies, Inc. 33%4,464 9,252
Richard P Slaughter Associates Inc bought4,858 4,858 American Institute for Advanced Investment Management, LLP 12%4,446 34,033
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV bought4,777 4,777 BROWN ADVISORY HOLDINGS INC 0%4,440 1,240,371
NAPLES GLOBAL ADVISORS, LLC 7%4,745 71,096 Kohmann Bosshard Financial Services, LLC 27%4,434 11,940
One Capital Management, LLC 13%4,716 42,015 Good Life Advisors, LLC 6%4,394 65,508
VAN STRUM & TOWNE INC 6%4,575 76,787 Maryland Capital Management, LLC 3%4,394 124,847
Voya Financial Advisors, Inc. 4%4,546 122,019 Smart Portfolios, LLC 13%4,365 29,068
Montecito Bank & Trust 38%4,540 16,382 BERRY GROUP, LLC 4%4,333 117,808
PACIFIC FINANCIAL GROUP INC 12%4,520 41,825 New England Private Wealth Advisors LLC 14%4,278 26,483
St. Louis Trust Co 5%4,444 91,366 HUNTINGTON NATIONAL BANK 1%4,243 737,466
MARTIN & CO INC /TN/ 2%4,347 233,261 USA Financial Portformulas Corp sold4,227 0
PATTEN & PATTEN INC/TN 13%4,140 37,042 Rothschild & Co Wealth Management UK Ltd 18%3,970 17,618
PRINCIPAL FINANCIAL GROUP INC 10%4,114 46,241 Birch Hill Investment Advisors LLC 3%3,947 130,320
MADISON WEALTH MANAGEMENT 24%4,088 21,474 Wade Financial Advisory, Inc 9%3,943 42,151
NorthRock Partners, LLC 16%4,085 30,007 Palisade Asset Management, LLC 14%3,920 24,034
Coastline Trust CO 2%4,015 202,057 Family Management Corp 91%3,896 366
PSI Advisors, LLC bought4,010 4,010 Evolution Wealth Advisors, LLC 71%3,848 1,567
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 7%3,864 61,816 American Investment Services, Inc. 4%3,808 103,091
Americana Partners, LLC 72%3,840 9,163 BRIGHTON JONES LLC 20%3,659 14,307
FIRST MANHATTAN CO 11%3,834 40,145 Mechanics Bank Trust Department 7%3,626 50,569
Filament LLC 1%3,832 628,362 Greytown Advisors Inc. 3%3,555 124,409
VIRIDIAN RIA, LLC 1%3,828 362,616 Beaumont Financial Partners, LLC 7%3,493 45,433
Claraphi Advisory Network, LLC 245%3,763 5,301 Argent Wealth Management LLC 19%3,459 14,999
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6%3,745 71,141 MERIDIAN MANAGEMENT CO 8%3,450 38,656
MOSELEY INVESTMENT MANAGEMENT INC 17%3,731 26,077 Foothills Asset Management, Ltd. 5%3,414 63,277
Beacon Pointe Wealth Advisors, LLC 2%3,722 200,197 WELCH & FORBES LLC 4%3,403 75,214
Oliver Luxxe Assets LLC 6%3,692 64,100 Ironwood Wealth Management, llc 98%3,395 65
TRUEWEALTH LLC 10%3,675 39,443 Personal Wealth Partners sold3,343 0
Cambridge Advisors Inc. 3%3,630 145,526 Moser Wealth Advisors, LLC 6%3,338 51,794
THOMAS WHITE INTERNATIONAL LTD bought3,558 3,558 Homrich & Berg 27%3,262 8,759
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 4%3,400 87,527 Cornerstone Wealth Management, LLC 4%3,204 79,010
NORRIS PERNE & FRENCH LLP/MI 3%3,391 119,128 Resonant Capital Advisors, LLC 11%3,193 27,062
THOMPSON SIEGEL & WALMSLEY LLC 346%3,367 4,339 NICHOLS & PRATT ADVISERS LLP /MA 12%3,178 22,350
Boston Standard Wealth Management, LLC 10%3,339 37,708 PALLADIUM PARTNERS LLC 6%3,173 53,811
PINNACLE ASSOCIATES LTD 4%3,332 79,013 Whitnell & Co. 5%3,131 64,996
SHINE INVESTMENT ADVISORY SERVICES INC 12%3,274 30,471 Cranbrook Wealth Management, LLC 2%3,129 175,638
SMITH, MOORE & CO. 2%3,251 167,679 HERITAGE INVESTORS MANAGEMENT CORP 3%3,115 121,199
Emerald Advisors, LLC 27%3,231 15,121 Petix & Botte Co 14%3,057 19,298
PRIVATE ASSET MANAGEMENT INC 25%3,209 16,019 MAKENA CAPITAL MANAGEMENT LLC 5%3,046 58,251
Royal Fund Management, LLC bought3,089 3,089 HOWARD WEALTH MANAGEMENT, LLC sold2,999 0
Heritage Way Advisors, LLC 5%3,087 60,335 GREAT VALLEY ADVISOR GROUP, INC. 6%2,981 47,726
MBM Wealth Consultants, LLC 7%3,080 47,850 HBK Sorce Advisory LLC 11%2,945 22,835
Peterson Wealth Advisors, LLC 53%3,073 8,864 First National Bank of South Miami 5%2,883 52,824
Roundview Capital LLC 6%3,043 53,986 IBERIABANK CORP 17%2,852 13,798
STEPHENS INC /AR/ 1%3,015 264,804 MONTAG A & ASSOCIATES INC 14%2,793 17,082
Autus Asset Management, LLC 1%2,994 372,265 Cypress Wealth Services, LLC 5%2,787 50,180
Doyle Wealth Management 15%2,971 23,435 ISLAY CAPITAL MANAGEMENT, LLC sold2,765 0
CALTON & ASSOCIATES, INC. 5%2,916 62,638 Asset Planning Services, Ltd. 16%2,725 14,208
Moneda S.A. Administradora General de Fondos 11%2,747 26,882 Ullmann Financial Group, Inc. 10%2,696 24,580
FRONTIER INVESTMENT MGMT CO 18%2,735 17,992 DeDora Capital, Inc. sold2,687 0
ROBERTS GLORE & CO INC /IL/ 6%2,725 50,105 TELEMUS CAPITAL, LLC 7%2,669 35,121
PITTENGER & ANDERSON INC 2%2,700 119,445 COLTON GROOME FINANCIAL ADVISORS, LLC 11%2,668 20,558
JFG Wealth Management, LLC 8%2,692 35,566 Financeware, Inc. 15%2,668 15,549
Procyon Private Wealth Partners, LLC bought2,672 2,672 Van Cleef Asset Management,Inc 1%2,664 395,515
Evanson Asset Management, LLC 4%2,638 62,473 Financial Advocates Investment Management 2%2,661 119,274
Sterling Investment Advisors, Ltd. 28%2,628 12,018 Allen Capital Group, LLC 28%2,628 6,718
Burleson & Company, LLC 5%2,591 53,149 Windsor Capital Management, LLC 5%2,589 46,661
TWIN CAPITAL MANAGEMENT INC 5%2,575 59,435 Northeast Financial Consultants Inc 16%2,560 13,841
Patriot Financial Group Insurance Agency, LLC 11%2,558 25,056 DUNCKER STREETT & CO INC 4%2,518 55,819
Lenox Wealth Management, Inc. 26%2,474 12,022 SPINNAKER TRUST 18%2,494 11,090
IFG Advisory, LLC 10%2,469 27,503 Murphy, Middleton, Hinkle & Parker, Inc. 5%2,492 51,372
Granite Investment Partners, LLC 6%2,467 44,867 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 14%2,485 15,355
AMERITAS INVESTMENT CORP 46%2,431 7,735 MidWestOne Financial Group, Inc. 8%2,472 27,327
BALLAST ADVISORS LLC bought2,420 2,420 Retirement Network 79%2,433 665
QVR LLC bought2,399 2,399 Krasney Financial LLC 3%2,395 77,488
AdvisorNet Financial, Inc 16%2,388 17,141 Invesco Ltd. 6%2,332 34,847
Fort Sheridan Advisors LLC 9%2,360 29,776 TFG Advisers LLC 10%2,324 21,903
Ellenbecker Investment Group 12%2,335 21,060 Fiduciary Group LLC 9%2,313 22,479
CARRET ASSET MANAGEMENT 5%2,332 47,411 Bigelow Investment Advisors, LLC 19%2,302 9,658
CLIFFORD SWAN INVESTMENT COUNSEL LLC 23%2,287 12,222 CHATHAM CAPITAL GROUP, INC. 1%2,275 160,450
CVA Family Office, LLC bought2,272 2,272 Carroll Financial Associates, Inc. 14%2,266 13,414
Rinet Co LLC 1%2,248 216,163 Nicholas Hoffman & Company, LLC. 1%2,248 147,691
AUA CAPITAL MANAGEMENT, LLC bought2,232 2,232 Emerson Wealth Management, LLC 14%2,243 13,458
Broadleaf Partners, LLC 4%2,223 64,607 Capital Analysts, Inc. 36%2,237 3,926
Aspire Private Capital, LLC 3%2,168 64,330 Hochman Cole Investment Advisors, Inc. 25%2,225 6,600
Camden Capital, LLC 7%2,127 30,857 RETIREMENT INCOME SOLUTIONS, INC 26%2,219 6,448
Mount Yale Investment Advisors, LLC 38%2,102 7,695 Joel Isaacson & Co., LLC 3%2,217 77,014
Cliffwater LLC 1%2,062 225,213 Granite Investment Advisors, Inc. 8%2,193 24,638
JFS WEALTH ADVISORS, LLC 1%2,060 172,772 American Research & Management Co. 22%2,125 7,350
Advisory Alpha, LLC 18%1,987 12,729 Harbour Capital Advisors, LLC 9%2,120 21,486
Family Firm, Inc. 3%1,975 71,388 Archer Investment Corp 94%2,117 139
Gradient Investments LLC 231%1,972 2,825 Gilman Hill Asset Management, LLC 11%2,060 16,709
Merit Financial Group, LLC 27%1,968 9,384 NWK Group, Inc. 76%1,988 634
Lucia Wealth Services, LLC 41%1,957 6,733 Independence Bank of Kentucky sold1,985 0
Capital Bank & Trust Co 51%1,942 5,728 TIEMANN INVESTMENT ADVISORS, LLC 18%1,960 8,973
Nelson Roberts Investment Advisors, LLC 1%1,920 226,477 Fort Point Capital Partners, LLC 1%1,957 164,348
First American Bank 19%1,905 12,042 Financial Gravity Wealth, Inc. 98%1,933 33
Sumitomo Mitsui Asset Management Company, LTD 9%1,835 22,945 Enterprise Bank & Trust Co 22%1,899 6,627
FIDUCIARY TRUST CO 0%1,814 910,416 GIRARD PARTNERS LTD. 7%1,891 26,526
WEDBUSH MORGAN SECURITIES INC 8%1,748 24,820 Asset Dedication, LLC 2%1,874 89,782
WESBANCO BANK INC 2%1,725 93,576 TAP Consulting, LLC 4%1,828 46,439
Alley Co LLC 3%1,686 53,110 Streettalk Advisors, LLC 18%1,811 8,157
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 17%1,676 11,439 Pensionmark Financial Group, LLC 7%1,784 25,500
Powell Investment Advisors, LLC 1%1,650 115,791 PAPP L ROY & ASSOCIATES 21%1,775 6,776
Goss Wealth Management LLC 1%1,624 139,396 Wealth Alliance sold1,738 0
Traverso Chambers Private Wealth Management, LLC 7%1,619 25,979 GAMBLE JONES INVESTMENT COUNSEL 8%1,737 19,422
Seven Post Investment Office LP 2%1,600 100,325 Barnett & Company, Inc. 97%1,704 50
LEAVELL INVESTMENT MANAGEMENT, INC. 1%1,598 199,983 TBH Global Asset Management, LLC 15%1,683 9,801
PROFFITT & GOODSON INC 1%1,591 256,776 OGOREK ANTHONY JOSEPH /NY/ /ADV 76%1,678 532
HC FINANCIAL ADVISORS INC bought1,589 1,589 Bouchey Financial Group Ltd 4%1,676 41,669
Dynamic Advisors Solutions LLC 4%1,586 41,817 Radnor Capital Management, LLC 15%1,675 9,324
Carnegie Capital Asset Management, LLC 10%1,576 16,644 Colonial Asset Management, Inc. 21%1,674 6,225
Feltz Wealth PLAN Inc. 12%1,552 14,907 BOSTON FAMILY OFFICE LLC 1%1,626 292,616
BANK OF HAWAII 0%1,550 684,265 BUCKHEAD CAPITAL MANAGEMENT LLC 17%1,610 7,622
FRONT BARNETT ASSOCIATES LLC 5%1,500 29,577 AllSquare Wealth Management LLC 1%1,593 160,789
Alpha Omega Wealth Management LLC 10%1,495 17,113 ROOF EIDAM & MAYCOCK/ADV 2%1,570 74,535
Huber Financial Advisors, LLC 5%1,445 29,360 Perkins Coie Trust Co 14%1,570 9,386
BALDWIN BROTHERS INC/MA 10%1,425 15,151 RMB Capital Management, LLC 16%1,547 8,091
Truvestments Capital LLC 27%1,408 6,608 STRATEGY ASSET MANAGERS LLC 10%1,533 13,211
MIDDLETON & CO INC/MA 3%1,405 43,710 Gradient Capital Advisors, LLC 6%1,529 23,057
Stillwater Capital Advisors, LLC 4%1,381 36,203 East Coast Asset Management, LLC. 16%1,522 8,045
WATERS PARKERSON & CO INC 2%1,370 85,586 WASHINGTON TRUST CO 6%1,507 24,065
CWA Asset Management Group, LLC 3%1,367 53,404 MURPHY CAPITAL MANAGEMENT INC 9%1,500 14,585
TRUE Private Wealth Advisors 4,269%1,366 1,398 Bishop & Co Investment Management, LLC 1%1,448 142,705
Linscomb & Williams, Inc. 2%1,345 72,238 LifePlan Financial Group, Inc 4%1,439 32,782
Cresset Asset Management, LLC 2%1,333 69,159 Crewe Advisors LLC 3%1,418 41,384
CAPITAL CITY TRUST CO/FL 25%1,324 6,624 RDA Financial Network 8%1,406 15,373
Riggs Asset Managment Co. Inc. 1,149%1,310 1,424 Savior LLC 53%1,401 1,258
MONECO Advisors, LLC 20%1,292 7,883 PRIVATE CAPITAL MANAGEMENT LLC 16%1,395 7,187
NORTHSTAR WEALTH PARTNERS LLC bought1,289 1,289 Sigma Planning Corp 2%1,382 60,699
TCI Wealth Advisors, Inc. 12%1,286 11,882 Capstone Financial Advisors, Inc. 6%1,332 22,635
First Citizens Financial Corp 1%1,265 110,505 Dougherty Wealth Advisers LLC 4%1,304 28,908
LEE DANNER & BASS INC 2%1,264 56,840 Icon Wealth Partners, LLC 5%1,287 26,752
First Heartland Consultants, Inc. 3%1,260 37,967 Bremer Bank National Association 10%1,262 10,770
Aspen Investment Management Inc 5%1,250 26,665 Columbia Asset Management 9%1,245 13,229
D.B. Root & Company, LLC 5%1,233 26,168 PHH Investments, Ltd. 3%1,237 34,433
FINANCIAL COUNSELORS INC 1%1,219 203,098 Coconut Grove Bank 4%1,232 30,811
Eudaimonia Partners, LLC bought1,160 1,160 WEIK INVESTMENT SERVICES INC 6%1,210 20,745
Integrated Wealth Concepts LLC 2%1,156 54,518 Sonora Investment Management, LLC sold1,203 0
Integer Wealth Advisors Group LLC 16%1,096 7,913 SAWGRASS ASSET MANAGEMENT LLC 10%1,202 10,401
Norway Savings Bank 2%1,065 71,963 Probity Advisors, Inc. 6%1,201 20,291
CREATIVE FINANCIAL DESIGNS INC /ADV 16%1,053 7,703 Cedar Brook Financial Partners, LLC 4%1,191 29,369
HALL LAURIE J TRUSTEE 117%1,050 1,950 Integrated Advisors Network LLC 1%1,186 99,621
GUYASUTA INVESTMENT ADVISORS INC 10%1,042 11,248 Narwhal Capital Management 4%1,175 27,045
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 27%1,027 4,774 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 95%1,171 62
BIDWELL C M & ASSOCIATES LTD/ 5%1,017 22,467 HARBOR INVESTMENT ADVISORY, LLC 19%1,160 4,873
TRUSTCORE FINANCIAL SERVICES, LLC 1%989 146,430 Quantum Capital Management, LLC / NJ sold1,140 0
RPg Family Wealth Advisory, LLC bought987 987 Zions Bancorporation, N.A. 13%1,118 7,490
SALEM INVESTMENT COUNSELORS INC 8%964 13,295 Raab & Moskowitz Asset Management LLC sold1,116 0
Wealth Architects, LLC 5%958 20,144 Burns Wealth Management, Inc. 1%1,093 137,137
LUCAS CAPITAL MANAGEMENT 2%925 39,800 Wilshire Associates Inc 2%1,090 56,860
Carmichael Hill & Associates, Inc. 10%910 10,346 Modus Advisors, LLC 3%1,081 40,747
MBE Wealth Management, LLC bought902 902 INNEALTA CAPITAL, LLC 10%1,057 9,233
Well Done, LLC 5%874 17,159 BANK HAPOALIM BM 7%1,037 14,415
PERRITT CAPITAL MANAGEMENT INC 1%867 114,320 Callahan, Leighton & Co., LLC 10%980 9,164
ST GERMAIN D J CO INC 0%811 765,513 Intersect Capital LLC 1%953 95,393
New England Investment & Retirement Group, Inc. bought792 792 Wallington Asset Management, LLC 0%940 265,716
JACKSON SQUARE CAPITAL, LLC bought782 782 VALLEY NATIONAL ADVISERS INC 55%934 763
Bank of Marin 9%759 8,842 OPPENHEIMER ASSET MANAGEMENT INC 13%911 5,920
ANDERSON FISHER LLC bought746 746 Aptus Capital Advisors, LLC 9%891 9,581
TRUST CO OF VIRGINIA /VA 1%738 118,669 Sensible Financial Planning & Management, LLC. 3%889 29,837
BRINKER CAPITAL INC 1%736 62,648 Country Club Trust Company, n.a. 2%879 41,028
Puplava Financial Services, Inc. 0%720 234,889 Edge Wealth Management LLC 21%878 3,277
Acropolis Investment Management, LLC 0%717 624,873 S&CO INC 2%875 46,890
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1%699 79,049 Winfield Associates, Inc. 2%861 43,544
FIRST NATIONAL TRUST CO 3%673 23,413 HARDESTY CAPITAL MANAGEMENT CORP 3%855 29,470
Cornerstone Advisors, Inc. 3%663 25,955 INTL FCSTONE INC. 8%832 9,973
Enterprise Trust & Investment Co 325%650 850 M&R CAPITAL MANAGEMENT INC 1%820 121,033
Lion Street Advisors, LLC 12%642 5,823 ADIRONDACK TRUST CO 3%812 27,926
RAYMOND JAMES TRUST CO 1%624 59,147 McIlrath & Eck, LLC 9%805 8,306
NORTH STAR ASSET MANAGEMENT INC 0%621 235,463 Eqis Capital Management, Inc. 1%792 87,483
QUADRANT CAPITAL GROUP LLC 2%610 33,558 Transamerica Financial Advisors, Inc. 15%769 4,371
Ramsay, Stattman, Vela & Price, Inc. 2%570 28,063 EAGLE GLOBAL ADVISORS LLC 1%755 62,722
Head & Associates, LLC 0%543 126,058 MAGNOLIA CAPITAL ADVISORS LLC 7%694 9,871
KANAWHA CAPITAL MANAGEMENT LLC 0%543 176,721 Bedel Financial Consulting, Inc. 18%681 3,023
Pinnacle Wealth Management Advisory Group, LLC 6%537 9,828 WHITE PINE CAPITAL LLC 2%662 25,863
Motley Fool Wealth Management, LLC 3%530 20,465 North Star Investment Management Corp. 2%661 29,581
ATHENA CAPITAL ADVISORS LLC 5%526 11,258 Ashfield Capital Partners, LLC 3%650 21,527
Ifrah Financial Services, Inc. 1%513 45,362 Key FInancial Inc 8%649 7,296
Larson Financial Group LLC 2%513 21,926 Starfire Investment Advisers, Inc. 4%645 13,785
HHM Wealth Advisors, LLC bought505 505 Vantage Investment Partners, LLC 4%641 16,572
TrinityPoint Wealth, LLC 8%495 6,808 Horan Capital Advisors, LLC. sold640 0
Capital Investment Advisory Services, LLC 10%480 5,395 LIBERTY WEALTH MANAGEMENT LLC 8%637 7,337
SRS Capital Advisors, Inc. 0%476 209,812 SEGALL BRYANT & HAMILL 0%618 134,641
Keeley-Teton Advisors, LLC 1%476 39,619 Sheaff Brock Investment Advisors, LLC 7%617 8,653
EVERGREEN CAPITAL MANAGEMENT LLC 5%457 9,267 GARRISON POINT ADVISORS, LLC 6%617 9,635
Global Wealth Management Investment Advisory, Inc. 2%452 20,968 Oakworth Capital, Inc. 46%617 711
D'Orazio & Associates, Inc. 12%446 4,151 ARLINGTON PARTNERS LLC 6%611 10,000
tru Independence LLC bought445 445 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 3%602 18,337
Clean Yield Group 168%426 680 BROWN BROTHERS HARRIMAN & CO 1%600 113,409
PEOPLES BANK NATIONAL ASSOCIATION 3%424 14,509 FULTON BANK, N.A. 6%598 9,216
Clarkston Capital Partners LLC 2%419 22,688 Selective Wealth Management 13%594 4,074
Summit Financial, LLC 1%415 36,517 Stewardship Financial Advisors, LLC 1%588 89,100
FinTrust Capital Advisors, LLC 2%400 18,103 Efficient Wealth Management LLC 1%583 94,139
ARBOR TRUST WEALTH ADVISORS, LLC 1%367 30,040 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3%577 18,477
Gierl Augustine Investment Management Inc bought352 352 DAVIDSON INVESTMENT ADVISORS 2%569 35,678
Peak Asset Management, LLC 0%350 81,364 Versant Capital Management, Inc 50%560 557
Pinnacle Advisory Group, Inc. 1%336 28,492 Argent Advisors, Inc. sold556 0
Essex Financial Services, Inc. 4%335 8,535 Integrys Wealth Advisors LLC 1%546 57,304
GRIFFIN ASSET MANAGEMENT, INC. 3%310 9,308 TOMPKINS FINANCIAL CORP sold542 0
CNB Bank 6%293 4,857 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1%529 61,736
Financial Architects, Inc 17%286 2,010 First Command Financial Services, Inc. 2%528 30,820
Stonebridge Capital Advisors LLC 22%275 1,521 First Command Bank 2%528 30,820
SOL Capital Management CO 0%250 96,651 Archetype Wealth Partners, LLC 2%518 28,063
DAVIDSON TRUST CO 2%248 12,959 PERSONAL CFO SOLUTIONS, LLC 4%507 12,173
Pacific Center for Financial Services 4%245 6,709 Providence Capital Advisors, LLC sold506 0
DF DENT & CO INC 1%242 23,085 Lindbrook Capital, LLC 2%500 31,841
UMA Financial Services, Inc. 3%242 7,271 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3%500 16,999
BELLEVUE ASSET MANAGEMENT, LLC 137%240 415 First Personal Financial Services 73%493 180
CULLEN FROST BANKERS INC 2%207 11,461 Gladstone Institutional Advisory LLC 9%485 5,108
Jolley Asset Management, LLC 2%202 10,094 Stearns Financial Services Group 6%470 7,760
Westside Investment Management, Inc. bought200 200 RiverGlades Family Offices LLC 0%457 117,963
MANCHESTER FINANCIAL INC 76%183 424 Gemmer Asset Management LLC 3%455 15,409
UNIVERSITY OF NOTRE DAME DU LAC 0%181 106,391 PARTHENON LLC 1%455 76,909
MOTCO 1%176 27,366 REILLY FINANCIAL ADVISORS, LLC 10%445 4,126
Brio Consultants, LLC 1%172 21,979 AlphaStar Capital Management, LLC 2%438 26,219
Spectrum Management Group, Inc. 26%160 770 BOENNING & SCATTERGOOD, INC. 3%427 14,668
Twele Capital Management, Inc. 0%156 238,612 FMR LLC 97%421 13
KING LUTHER CAPITAL MANAGEMENT CORP 1%156 10,567 Elmwood Wealth Management, Inc. 2%414 21,075
ELM ADVISORS, LLC 0%154 36,437 Kingfisher Capital LLC 3%403 15,579
TOTH FINANCIAL ADVISORY CORP 21%151 860 Sowa Financial Group, Inc. sold401 0
SUMMIT FINANCIAL GROUP INC 0%150 83,325 F3Logic, LLC 5%400 7,549
Your Advocates Ltd., LLP bought150 150 Prospera Financial Services 5%382 7,939
OptiFour Integrated Wealth Management, LLC 3%141 5,550 VAUGHAN DAVID INVESTMENTS INC/IL 1%382 29,447
KWMG, LLC 0%138 233,805 KINGS POINT CAPITAL MANAGEMENT 1%376 42,473
APPLETON PARTNERS INC/MA 1%137 18,922 Lionsbridge Wealth Management LLC sold365 0
Banco Santander, S.A. 0%121 96,002 KILEY JUERGENS WEALTH MANAGEMENT, LLC 3%362 11,049
LBJ Family Wealth Advisors, Ltd. 0%119 128,219 GLYNN JA & CO 3%358 10,226
WEST BANCORPORATION INC 0%113 31,813 HIGHLAND CAPITAL MANAGEMENT CORP 1%345 38,302
Asset Management Group, Inc. 1%113 13,212 BCS Wealth Management 0%342 100,661
Boyer & Corporon Wealth Management, LLC 0%111 63,527 Pinnacle Wealth Planning Services, Inc. 5%340 6,500
ProVise Management Group, LLC 0%108 23,586 Vigilant Capital Management, LLC 14%340 2,097
Kovitz Investment Group Partners, LLC 0%102 41,048 Venturi Wealth Management, LLC sold339 0
ICONIQ Capital, LLC 0%100 36,754 CONNORS INVESTOR SERVICES INC 0%325 182,115
Winch Advisory Services, LLC 27%98 466 Lakeview Capital Partners, LLC 3%313 8,669
Harwood Advisory Group, LLC bought69 69 Leonard Rickey Investment Advisors P.L.L.C. 4%312 6,963
CXI Advisors bought61 61 LexAurum Advisors, LLC 3%311 8,692
AGF FUNDS INC 20%51 305 TCF National Bank 0%309 151,890
Sound Income Strategies, LLC 27%50 234 Hubbell Strickland Wealth Management, LLC 4%286 6,636
RPTC Inc. 0%46 27,531 Old Port Advisors 1%264 34,409
Strategic Wealth Management Group, LLC 1%46 7,717 Jacobi Capital Management LLC 9%261 2,678
Front Row Advisors LLC 0%40 8,514 Coyle Financial Counsel, Inc. 1%259 17,742
TOEWS CORP /ADV 0%40 8,948 Castle Rock Wealth Management, LLC 2%258 14,143
Rikoon Group, LLC 0%38 13,089 ENCORE BANK NA 4%255 6,355
Financial Management Professionals, Inc. 264%37 51 OKABENA INVESTMENT SERVICES INC 0%235 205,660
Engrave Wealth Partners LLC bought37 37 Capital Wealth Alliance, LLC 2%234 9,463
Capital Advisory Group Advisory Services, LLC bought32 32 Lincoln Capital LLC 3%234 7,992
Money Matters Financial Group Inc 0%29 16,370 Goelzer Investment Management, Inc. 2%227 10,300
CWM Advisors, LLC bought17 17 TIAA, FSB 3%224 7,746
AlphaMark Advisors, LLC 25%10 50 Bernardo Wealth Planning LLC 2%209 12,379
PHILLIPS FINANCIAL MANAGEMENT, LLC 0%7 26,299 S.A. Mason LLC 5%200 3,499
Clarius Group, LLC 0%6 9,554 JAMES INVESTMENT RESEARCH INC 82%200 45
Cohen Capital Management, Inc. 0%6 24,628 NISA INVESTMENT ADVISORS L L C 0%200 389,800
WB CAPITAL MANAGEMENT INC 0%4 15,545 Lighthouse Financial Advisors, Inc. sold191 0
Graves-Light Private Wealth Management, Inc. 0%2 9,444 Sunesis Advisors, LLC 0%184 41,869
Evensky & Katz, Inc. 0%2 918 Moors & Cabot, Inc. 2%174 11,264
Cedar Mountain Advisors, LLC 0%1 433 Ellis Investment Partners, LLC 40%167 250
LEVEL FOUR ADVISORY SERVICES, LLC 0%1 32,544 WELLINGTON MANAGEMENT CO LLP 1%167 18,915
HighMark Wealth Management LLC 17%1 7 Financial Enhancement Group LLC 50%166 165
Certified Advisory Corp 0%1 1,484 Aveo Capital Partners, LLC 0%151 38,051
KLINGENSTEIN FIELDS & CO LLC 0%1 8,551 DFPG INVESTMENTS, INC. 2%150 8,174
Pacifica Partners Inc. 14%149 952
PEDDOCK CAPITAL ADVISORS, LLC sold147 0
Barber Financial Group, Inc. 2%138 8,637
CEDAR CAPITAL, LLC 2%126 7,723
RDL FINANCIAL INC 1%122 12,617
CHARTIST INC /CA/ 1%110 8,439
Clear Harbor Asset Management, LLC sold97 0
WEBSTER BANK, N. A. 1%96 9,329
Taylor Hoffman Wealth Management 1%94 8,032
INVERNESS COUNSEL INC /NY/ 1%93 8,409
TSFG, LLC 6%79 1,167
Pacitti Group Inc. 78%78 22
CHILTON CAPITAL MANAGEMENT LLC 0%76 109,306
Kore Private Wealth LLC 0%74 33,435
Sugarloaf Wealth Management, LLC 16%71 386
QUANTUM CAPITAL MANAGEMENT 0%56 19,344
SlateStone Wealth, LLC 0%50 46,033
Cypress Capital Group 0%40 9,140
Cribstone Capital Management, LLC sold34 0
Bell Rock Capital LLC sold28 0
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 8%24 293
LifeSteps Financial, Inc. 0%22 6,036
Cordasco Financial Network 0%21 6,599
Ally Financial Inc. no change 465,000
BABSON CAPITAL MANAGEMENT LLC no change 35,200
Fairfield University no change 584,662
Ironwood Wealth Management, LLC. no change 3,757
New Vernon Capital Holdings II LLC no change 123,885
Moisand Fitzgerald Tamayo, LLC no change 3,301
Landmark Bank no change 126,844
ARCADIA INVESTMENT MANAGEMENT CORP/MI no change 31,381
DUFF & PHELPS INVESTMENT MANAGEMENT CO no change 146,560
EQUITRUST INVESTMENT MANAGEMENT SERVICES INC/DE no change 24,360
Bragg Financial Advisors, Inc no change 11,226
1 NORTH WEALTH SERVICES LLC no change 32
Hall Kathryn A. no change 6,900
WHALEROCK POINT PARTNERS, LLC no change 12,424
PITCAIRN CO no change 5,251
ENTERPRISE FINANCIAL SERVICES CORP no change 1,000
Sageworth Trust Co no change 18,918
AJ WEALTH STRATEGIES, LLC no change 16,908
Endurance Wealth Management, Inc. no change 24,600
Brightworth no change 12,182
James Hambro & Partners no change 12,300
CITY HOLDING CO no change 10,985
Ayalon Holdings Ltd. no change 10,319
ALPHASIMPLEX GROUP, LLC no change 12,913
Strategic Wealth Partners, Ltd. no change 12,980
ALPINE WOODS CAPITAL INVESTORS, LLC no change 21,000
Long Road Investment Counsel, LLC no change 19,000
Kistler-Tiffany Companies, LLC no change 15,971
F&V Capital Management, LLC no change 10,125
Harbor Advisors LLC no change 9,800
SADOFF INVESTMENT MANAGEMENT LLC no change 7,652
Summit Financial Wealth Advisors, LLC no change 7,215
Brookmont Capital Management no change 6,676
Atlantic Trust, LLC no change 7,908
Biltmore Family Office, LLC no change 8,200
Poplar Forest Capital LLC no change 9,119
BSC PRIVATE WEALTH MANAGEMENT, LLC no change 8,230
MERIDIAN INVESTMENT COUNSEL INC. no change 21,225
Keystone Financial Group no change 22,993
University of Maryland Foundation, Inc. no change 97,244
VERITY Wealth Advisors no change 79,353
SECURITY BENEFIT LIFE INSURANCE CO /KS/ no change 60,000
Change Path, LLC no change 47
STARR INTERNATIONAL CO INC no change 322,340
Ensign Peak Advisors, Inc no change 3,935,694
TEACHER RETIREMENT SYSTEM OF TEXAS no change 1,000,000
CANADA PENSION PLAN INVESTMENT BOARD no change 590,000
Next Capital Management LLC no change 35,933
Claybrook Capital, LLC no change 34,893
S&T BANK/PA no change 29,190
DIMENSION CAPITAL MANAGEMENT PARTNERS no change 25,330
BECK MACK & OLIVER LLC no change 23,392
Regent Investment Management LLC no change 30,806
INDEPENDENT INVESTORS INC no change 31,932
FCA CORP /TX no change 33,142
MASTRAPASQUA ASSET MANAGEMENT INC no change 31,980
PIN OAK INVESTMENT ADVISORS INC no change 6,600
EagleClaw Capital Managment, LLC no change 6,515
First Bank & Trust no change 429
FIRST FINANCIAL CORP /IN/ no change 411
Tradewinds Capital Management, LLC no change 359
John W. Brooker & Co., CPAs no change 435
DELTA ASSET MANAGEMENT LLC/TN no change 455
MCMILLION CAPITAL MANAGEMENT INC no change 674
Capital Directions Investment Advisors, LLC no change 520
Canton Hathaway, LLC no change 508
ATTICUS WEALTH MANAGEMENT, LLC no change 234
Winslow, Evans & Crocker, Inc. no change 210
Salomon & Ludwin, LLC no change 67
MV Capital Management, Inc. no change 51
HBC Financial Services, PLLC no change 45
Allred Capital Management, LLC no change 75
Laurel Wealth Advisors LLC no change 101
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC no change 200
CFM WEALTH PARTNERS LLC no change 160
HORIZON BANCORP /IN/ no change 690
Weaver Consulting Group no change 976
Squar Milner Financial Services LLC no change 5,904
VAUGHAN AND COMPANY SECURITIES, INC. no change 5,349
ARTHUR M. COHEN & ASSOCIATES, LLC no change 4,777
CWS Financial Advisors, LLC no change 5,962
MONTGOMERY INVESTMENT MANAGEMENT INC no change 6,250
Nexus Investment Management Inc. no change 6,500
First Financial Bank, N.A. - Trust Division no change 6,469
Barrett Asset Management, LLC no change 6,420
PEOPLES FINANCIAL SERVICES CORP. no change 2,500
Glassman Wealth Services no change 2,424
Investors Research Corp no change 1,291
ROBINSON CAPITAL MANAGEMENT, LLC no change 1,100
OLD SECOND NATIONAL BANK OF AURORA no change 1,059
Aberdeen Wealth Management LLC no change 1,375
Lehman & Derafelo Financial Resources LLC no change 1,678
Trust Co no change 2,177
SECURITY NATIONAL TRUST CO no change 1,741
CLEAR INVESTMENT RESEARCH, LLC no change 11
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