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STOCK TICKER:
VANGUARD HIGH DIVIDE   (ticker: VYM)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 70
0 100 70
Current Holdings: 104,866,825
Previous Holdings: 80,710,964
Change: 29.93%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
BANK OF AMERICA CORP /DE/ bought7,430,887 7,430,887 Creative Planning 99%1,177,338 17,037
MORGAN STANLEY bought5,876,820 5,876,820 JONES FINANCIAL COMPANIES LLLP 90%642,339 68,534
AMERIPRISE FINANCIAL INC bought1,867,290 1,867,290 UNITED SERVICES AUTOMOBILE ASSOCIATION 6%583,077 8,903,134
BB&T CORP bought1,571,457 1,571,457 Rosenberg Matthew Hamilton 97%524,186 14,221
Charles Schwab Investment Advisory, Inc. bought717,950 717,950 AMERITAS INVESTMENT CORP 92%455,210 40,064
ROYAL BANK OF CANADA bought626,498 626,498 EisnerAmper Wealth Management Corporate Benefits, LLC 73%359,766 133,679
ENVESTNET ASSET MANAGEMENT INC 20%436,203 2,620,227 DAIDO LIFE INSURANCE CO sold305,866 0
MERCER GLOBAL ADVISORS INC /ADV 140%356,636 611,171 Sabal Trust CO 97%238,448 8,430
RAYMOND JAMES & ASSOCIATES 4%343,535 10,089,497 Bouchey Financial Group Ltd 96%232,909 10,511
Sawtooth Asset Management, Inc. bought335,345 335,345 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 91%183,003 17,290
WELLS FARGO & CO/MN 10%298,562 3,344,945 ARTHUR M. COHEN & ASSOCIATES, LLC 91%181,404 18,889
Salomon & Ludwin, LLC bought284,534 284,534 360 Financial, Inc. 90%163,394 18,719
Equitable Holdings, Inc. bought248,342 248,342 MCF Advisors LLC 94%154,724 10,044
MONETA GROUP INVESTMENT ADVISORS INC 401%241,992 302,374 Royal Fund Management, LLC sold124,455 0
CAPITAL ADVISORS INC/OK bought241,926 241,926 WELLINGTON MANAGEMENT CO LLP 34%123,646 243,041
Raymond James Financial Services Advisors, Inc. 11%187,292 1,924,538 Veritable, L.P. 11%119,033 1,000,186
EVERGREEN CAPITAL MANAGEMENT LLC bought174,381 174,381 Country Club Trust Company, n.a. 90%116,658 12,739
Voya Financial Advisors, Inc. bought164,669 164,669 EPG Wealth Management LLC sold106,193 0
Johnson Financial Group, Inc. 990%153,879 169,419 Ironsides Asset Advisors, LLC 79%104,842 27,482
AE Wealth Management LLC 60%148,944 398,001 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 14%104,598 655,293
NORTHERN TRUST CORP bought132,115 132,115 Charles Schwab Trust Co 77%102,901 30,967
Heartwood Wealth Advisors LLC 62%120,742 315,226 LINCOLN NATIONAL CORP 93%92,319 7,078
Linscomb & Williams, Inc. 675%117,115 134,456 PINNACLE FINANCIAL PARTNERS INC 47%82,733 93,402
Head & Associates, LLC bought114,913 114,913 MML INVESTORS SERVICES, LLC 12%80,126 596,927
Janney Montgomery Scott LLC 12%111,931 1,052,404 Massey, Quick & Co., LLC 31%74,258 166,622
FUKOKU MUTUAL LIFE INSURANCE Co 49%110,000 335,000 STEPHENS INC /AR/ 45%73,589 89,616
Buckingham Asset Management, LLC 1,007%106,269 116,819 TBH Global Asset Management, LLC 59%73,203 50,439
Advisory Services Network, LLC bought102,210 102,210 SYNOVUS FINANCIAL CORP 70%66,300 28,316
HCR Wealth Advisors 31%100,865 421,414 Integrated Advisors Network LLC 100%65,123 202
Cresset Asset Management, LLC bought94,446 94,446 OPUS INVESTMENT MANAGEMENT INC 17%60,540 295,742
WOODMONT INVESTMENT COUNSEL LLC bought94,292 94,292 SMITHFIELD TRUST CO 11%58,774 464,838
TWO SIGMA INVESTMENTS LLC bought93,462 93,462 BESSEMER GROUP INC 32%58,743 123,929
Pathstone Family Office, LLC 6,034%89,790 91,278 Gunma Bank,Ltd. sold53,000 0
PNC FINANCIAL SERVICES GROUP INC 36%85,744 324,075 Resource Management, LLC 15%50,689 292,994
COMERICA SECURITIES,INC. bought83,616 83,616 Stearns Financial Services Group 44%48,680 62,532
Susquehanna International Group, LLP 16%79,679 583,752 JANE STREET GROUP, LLC 77%47,228 14,107
Mutual Advisors, LLC bought77,447 77,447 RED CEDAR INVESTMENT MANAGEMENT, LLC 19%44,060 190,454
SlateStone Wealth, LLC 60%75,739 201,842 ETRADE Capital Management LLC 9%37,199 375,061
Global Wealth Management Investment Advisory, Inc. 5,229%74,618 76,045 HighTower Advisors, LLC 10%36,601 312,723
Stratos Wealth Partners, LTD. 47%69,582 219,215 LEVEL FOUR ADVISORY SERVICES, LLC 83%36,556 7,731
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought67,443 67,443 FLOW TRADERS U.S. LLC sold36,335 0
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought66,206 66,206 Clarity Wealth Advisors, LLC 60%36,092 24,179
KEYBANK NATIONAL ASSOCIATION/OH 26%65,984 318,557 FIRST MANHATTAN CO 12%36,014 271,427
Benchmark Financial Wealth Advisors, LLC bought63,965 63,965 Tarbox Group, Inc. sold35,540 0
QUEST INVESTMENT MANAGEMENT INC/OR bought63,376 63,376 ACCESS FINANCIAL SERVICES, INC. 53%35,327 31,431
TWO SIGMA ADVISERS, LLC bought62,700 62,700 Abbrea Capital, LLC 55%33,594 27,064
FINANCIAL COUNSELORS INC 138%60,284 103,937 BEACON FINANCIAL GROUP 35%33,034 60,755
BROWN ADVISORY HOLDINGS INC bought56,525 56,525 SWS Partners sold32,733 0
Sumitomo Mitsui Trust Holdings, Inc. bought54,680 54,680 Homrich & Berg 90%32,532 3,420
Alaska Permanent Capital Management bought51,446 51,446 LPL Financial CORP 1%31,469 3,187,765
Wilshire Associates Inc bought49,440 49,440 Executive Wealth Management, LLC 21%31,313 119,679
DeDora Capital, Inc. 80%48,820 109,992 Armor Investment Advisors, LLC 28%31,260 78,654
INTL FCSTONE INC. 1,691%48,308 51,164 Mechanics Bank Trust Department 94%30,817 1,855
UNIONBANCAL CORP 37%48,192 179,903 BLAIR WILLIAM & CO/IL 6%30,619 472,161
Archetype Wealth Partners, LLC bought46,498 46,498 Sullivan, Bruyette, Speros & Blaney, Inc. 1%29,374 2,136,959
SRS Capital Advisors, Inc. bought45,461 45,461 NEXT Financial Group, Inc sold29,062 0
FORT PITT CAPITAL GROUP, LLC bought45,264 45,264 Beacon Pointe Advisors, LLC 19%28,081 116,266
Private Advisor Group, LLC 13%43,674 369,244 CWM, LLC 21%27,635 101,604
MERITAGE PORTFOLIO MANAGEMENT bought43,016 43,016 Harwood Advisory Group, LLC sold27,286 0
AMERICAN CENTURY COMPANIES INC bought43,000 43,000 Sontag Advisory, LLC sold26,916 0
Wharton Business Group, LLC 34%42,545 168,997 ARLINGTON PARTNERS LLC 8%25,028 284,696
Petix & Botte Co 94%39,991 82,395 BKD Wealth Advisors, LLC 25%22,694 67,400
Financial Network 10%39,881 451,084 MA Private Wealth sold22,082 0
SUNRISE PARTNERS LLC /CT bought37,347 37,347 VERUS CAPITAL PARTNERS, LLC 78%21,962 6,235
Rockefeller Capital Management L.P. 83%37,254 82,077 Roble, Belko & Company, Inc 17%20,359 98,790
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 9%36,791 438,476 Amerivest Investment Management LLC 32%19,985 42,044
Doyle Wealth Management bought35,192 35,192 FIRST MIDWEST BANK TRUST DIVISION 12%19,733 150,602
Aurum Wealth Management Group, LLC bought34,998 34,998 TRANSCEND WEALTH COLLECTIVE, LLC 43%19,591 25,546
OLD MISSION CAPITAL LLC bought34,720 34,720 Northeast Financial Consultants Inc 3%19,081 612,902
Rainier Group Investment Advisory LLC bought34,400 34,400 PROEQUITIES, INC. 74%19,039 6,687
CREDIT SUISSE/ bought33,826 33,826 COMMONWEALTH EQUITY SERVICES, LLC. 2%18,925 1,212,695
Westside Investment Management, Inc. bought32,720 32,720 Parsec Financial Management, Inc. 3%18,040 630,803
Quantum Capital Management, LLC / NJ bought31,914 31,914 Johanson Financial Advisors, Inc. 14%17,795 111,536
Virtu Financial LLC bought31,826 31,826 Mariner Wealth Advisors, LLC 10%17,640 167,136
LBMC INVESTMENT ADVISORS, LLC bought31,498 31,498 DEUTSCHE BANK AG 5%17,159 357,891
PagnatoKarp Partners LLC 75%31,286 72,774 Pettinga Financial Advisors, LLC 74%16,318 5,868
NORTHSTAR WEALTH PARTNERS LLC bought30,609 30,609 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 85%16,315 2,807
M&T BANK CORP 7%30,013 461,655 HPM Partners LLC 22%16,250 58,747
180 WEALTH ADVISORS, LLC 95%29,142 59,702 Connecticut Wealth Management, LLC 42%15,687 22,048
Dai-Ichi Life Insurance Company, Ltd bought29,044 29,044 PERSONAL CFO SOLUTIONS, LLC 41%15,415 21,805
Regal Investment Advisors, LLC bought26,686 26,686 Redhawk Wealth Advisors, Inc. 73%15,308 5,575
PARK AVENUE SECURITIES LLC bought26,491 26,491 M Holdings Securities, Inc. 42%13,933 19,147
Waldron, LP 5%25,894 582,235 Atlantic Trust, LLC sold13,758 0
Arete Wealth Advisors, LLC 131%25,856 45,574 Goss Wealth Management LLC 15%13,550 74,158
Amussen Hunsaker & Associates LLC bought25,648 25,648 WJ Wealth Management, LLC sold12,996 0
Ballast, Inc. 24%24,685 125,759 Cornerstone Advisory, LLP 24%12,928 41,752
Measured Wealth Private Client Group, LLC 15%24,055 187,256 FCG ADVISORS, LLC sold12,804 0
HBW Advisory Services LLC bought24,005 24,005 Eos Management, L.P. sold12,000 0
Certified Advisory Corp 131%23,956 42,253 FIRST NATIONAL TRUST CO 14%11,717 73,996
Global Strategic Investment Solutions, LLC 11%23,911 233,813 Financial Insights, Inc. 96%11,399 523
ARQ WEALTH ADVISORS, LLC bought23,864 23,864 Roundview Capital LLC 38%11,326 18,585
TOWNSQUARE CAPITAL LLC 13%23,806 202,481 JFS WEALTH ADVISORS, LLC 9%10,648 111,146
FIRST HAWAIIAN BANK 16%23,408 171,609 IFP Advisors, Inc 12%10,329 73,035
COZAD ASSET MANAGEMENT INC bought23,280 23,280 SP Asset Management sold10,305 0
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 47%22,943 72,143 Cutler Group LP 13%10,093 70,407
MARINO, STRAM & ASSOCIATES LLC 11%22,825 226,262 American Money Management, LLC sold9,963 0
Prudent Man Advisors, LLC bought22,752 22,752 BANK HAPOALIM BM sold9,908 0
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought22,566 22,566 Tower View Investment Management & Research LLC 84%9,880 1,886
R. W. Roge & Company, Inc. 25%21,176 107,112 EP Wealth Advisors, Inc. sold9,813 0
Copperwynd Financial, LLC 372%20,821 26,423 WEALTH ADVISORS, INC. 21%9,563 36,770
Cornerstone Wealth Management, LLC bought20,162 20,162 CAPTRUST FINANCIAL ADVISORS 13%9,544 63,146
US BANCORP DE 47%19,351 60,206 PFG Advisors 8%9,533 107,081
Prospera Financial Services bought18,944 18,944 Relyea Zuckerberg Hanson LLC sold9,393 0
Edge Capital Group, LLC 2%18,598 1,156,265 Opus Capital Group, LLC 3%8,728 249,690
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought18,425 18,425 Crescent Grove Advisors, LLC 14%8,485 51,628
MILLENNIUM MANAGEMENT LLC bought18,056 18,056 Quaker Wealth Management, LLC 6%8,480 128,649
RNC CAPITAL MANAGEMENT LLC bought17,968 17,968 Capital Wealth Planning, LLC sold8,274 0
Global Retirement Partners, LLC 52%17,503 51,165 HANCOCK HOLDING CO 7%8,060 110,193
White Lighthouse Investment Management Inc. 8%17,479 223,472 Sunburst Financial Group, LLC 7%7,766 108,056
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9%17,382 202,729 Financial Advisory Service, Inc. 24%7,634 24,322
Belpointe Asset Management LLC bought17,256 17,256 CAPITAL ONE FINANCIAL CORP 28%7,572 19,957
RAYMOND JAMES TRUST CO 10%15,753 173,260 Hilltop Holdings Inc. sold7,380 0
Hall Kathryn A. bought14,778 14,778 Windsor Creek Advisors, LLC 17%7,361 34,704
Milestone Advisory Partners bought14,657 14,657 Conservest Capital Advisors, Inc. 3%6,956 255,239
CITIGROUP INC 9%14,341 177,354 SIGNATUREFD, LLC 68%6,725 3,116
J.W. COLE ADVISORS, INC. 434%14,036 17,270 ATTICUS WEALTH MANAGEMENT, LLC 21%6,663 25,749
Orion Portfolio Solutions, LLC bought13,939 13,939 TIEDEMANN WEALTH MANAGEMENT, LLC 33%6,566 13,346
ANDERSON FISHER LLC bought13,881 13,881 Squarepoint Ops LLC sold6,498 0
Lumina Fund Management LLC bought13,702 13,702 Hanson McClain, Inc. 3%6,467 249,963
HM PAYSON & CO bought13,636 13,636 ATHENA CAPITAL ADVISORS LLC sold6,450 0
Ackerman Capital Advisors, LLC bought12,692 12,692 Berkeley Capital Partners, LLC 4%6,387 169,250
VANGUARD GROUP INC bought12,572 12,572 TFG Advisers LLC sold6,316 0
JT Stratford LLC bought12,375 12,375 Sequoia Financial Advisors, LLC sold6,273 0
DAVIDSON D A & CO 2%12,236 645,979 MBE Wealth Management, LLC 49%6,251 6,537
Pacific Center for Financial Services bought12,024 12,024 Pacitti Group Inc. 10%6,037 53,165
PINNACLE ASSOCIATES LTD 5%11,804 229,758 Chronos Wealth Management, LLC sold6,000 0
PMFM Inc. bought11,506 11,506 Resonant Capital Advisors, LLC 52%6,000 5,600
Ally Invest Advisors Inc. bought11,461 11,461 WHITTIER TRUST CO 6%5,985 101,226
Baker Ellis Asset Management LLC 5%11,433 226,914 IBERIABANK CORP 16%5,929 31,180
Clear Creek Financial Management, LLC bought11,143 11,143 WMS Partners, LLC 32%5,852 12,381
DAVENPORT & CO LLC bought11,134 11,134 BANK OF HAWAII 4%5,668 137,032
GREENLEAF TRUST bought10,850 10,850 Csenge Advisory Group sold5,610 0
Telos Capital Management, Inc. 21%10,695 61,169 ASPIRIANT, LLC sold5,556 0
CVA Family Office, LLC 1,082%10,602 11,582 OXFORD FINANCIAL GROUP LTD 24%5,482 17,130
Atlantic Trust Group, LLC 28%10,532 47,810 Coastline Trust CO sold5,400 0
Keystone Financial Group 162%10,316 16,699 ROCKLAND TRUST CO 43%5,132 6,823
FRANKLIN RESOURCES INC bought10,301 10,301 Stone House Investment Management, LLC sold5,112 0
MISSION WEALTH MANAGEMENT, LLC 6%10,279 171,999 YCMNET ADVISORS INC sold5,001 0
Stillwater Capital Advisors, LLC 37%10,158 37,620 Game Plan Financial Advisors, LLC sold5,000 0
Evolution Wealth Advisors, LLC bought10,055 10,055 Optas, LLC sold4,981 0
Smart Money Group LLC 31%9,914 41,719 NWAM LLC 7%4,947 64,570
Maryland Capital Management, LLC bought9,903 9,903 Schneider Downs Wealth Management Advisors, LP sold4,900 0
Integer Wealth Advisors Group LLC bought9,646 9,646 Joel Isaacson & Co., LLC 1%4,810 425,367
Altium Wealth Management LLC bought9,545 9,545 SAND HILL ADVISORS INC/CA sold4,802 0
DF DENT & CO INC bought9,517 9,517 First Allied Advisory Services, Inc. 8%4,794 56,447
H D Vest Advisory Services 4%9,368 233,595 FineMark National Bank & Trust 5%4,792 96,167
OHE FINANCIAL INC bought9,132 9,132 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ sold4,648 0
Nachman Norwood & Parrott, Inc 16%9,128 67,791 Neuberger Berman Group LLC sold4,572 0
Mount Yale Investment Advisors, LLC 15%9,117 70,504 Frontier Wealth Management LLC 40%4,507 6,760
ROOSEVELT INVESTMENT GROUP INC 74%9,092 21,365 BALASA DINVERNO & FOLTZ LLC sold4,500 0
Financial Architects, Inc 9%8,965 109,278 Strategic Wealth Partners, Ltd. 40%4,420 6,759
Private Portfolio Partners LLC bought8,874 8,874 FIFTH THIRD BANCORP 17%4,291 21,436
Bank of New York Mellon CORP 10%8,828 101,392 CALTON & ASSOCIATES, INC. sold4,229 0
Aprio Wealth Management, LLC bought8,662 8,662 RSM US WEALTH MANAGEMENT LLC 41%4,198 6,151
SIMPLEX TRADING, LLC bought8,622 8,622 Segment Wealth Management, LLC sold4,186 0
Wellspring Financial Advisors, LLC 27%8,329 38,875 CPCM, LLC 3%4,155 123,311
CYPRESS CAPITAL MANAGEMENT LLC 10%8,163 90,263 Vantage Investment Partners, LLC 15%4,146 24,113
Wealthcare Advisory Partners LLC 16%7,986 59,377 KINGS POINT CAPITAL MANAGEMENT 8%3,954 45,358
HYA Advisors, Inc 50%7,980 23,867 Cypress Wealth Services, LLC 7%3,880 51,961
Osborn Rohs Williams & Donohoe Ltd bought7,853 7,853 SMITH CHAS P & ASSOCIATES PA CPAS sold3,864 0
West Branch Capital LLC bought7,845 7,845 ROBERTS GLORE & CO INC /IL/ sold3,843 0
tru Independence LLC 3,265%7,835 8,075 SONATA CAPITAL GROUP INC 5%3,774 76,925
Efficient Advisors, LLC bought7,662 7,662 Triangle Securities Wealth Management 11%3,761 29,882
BBK Capital Partners, LLC bought7,660 7,660 WEST BANCORPORATION INC 9%3,743 37,602
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought7,547 7,547 Fisher Asset Management, LLC(Kenneth L. Fisher) sold3,731 0
FLAGSHIP HARBOR ADVISORS, LLC 13%7,467 66,702 ATLANTA FINANCIAL ASSOCIATES LLC /ADV 10%3,658 33,490
SEI INVESTMENTS CO 19%7,431 46,843 Adviser Investments LLC sold3,610 0
Pinnacle Wealth Management Advisory Group, LLC 7%7,413 111,889 Parallel Advisors, LLC 8%3,608 38,841
Focused Wealth Management, Inc 4%7,399 208,301 Arcus Capital Partners, LLC 47%3,497 3,927
Sigma Planning Corp 13%6,932 58,696 Ledyard National Bank 10%3,482 30,693
Cetera Investment Advisers 19%6,431 39,517 J P MORGAN CHASE & CO 1%3,468 329,914
CREATIVE FINANCIAL DESIGNS INC /ADV 49%6,403 19,351 Summit Trail Advisors, LLC 34%3,400 6,654
Financial Advocates Investment Management 16%6,289 44,618 Argent Trust Co 46%3,320 3,873
Cedar Wealth Management, LLC bought6,256 6,256 Empirical Finance, LLC sold3,308 0
Gladstone Institutional Advisory LLC bought6,206 6,206 SeaCrest Wealth Management, LLC sold3,283 0
First PREMIER Bank 48%6,045 18,652 WASHINGTON TRUST CO 2%3,226 182,431
Carlton Hofferkamp & Jenks Wealth Management, LLC bought5,829 5,829 BP WEALTH MANAGEMENT, LLC 92%3,212 271
Bristlecone Advisors, LLC 28%5,788 26,540 FIDUCIARY TRUST CO 7%3,203 43,389
Texas Capital Bank Wealth Management Services Inc 141%5,742 9,810 KCM INVESTMENT ADVISORS LLC 13%3,172 21,239
Opes Wealth Management LLC 35%5,726 22,142 Manning & Napier Group, LLC 25%3,155 9,258
GOLDMAN SACHS GROUP INC bought5,650 5,650 COLDSTREAM CAPITAL MANAGEMENT INC sold3,155 0
HSBC HOLDINGS PLC bought5,582 5,582 Kerntke Otto McGlone Wealth Management Group 5%3,142 66,659
OLD SECOND NATIONAL BANK OF AURORA bought5,576 5,576 RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC sold3,099 0
Resources Investment Advisors, Inc. 39%5,520 19,768 CX Institutional 2%3,098 130,405
Dynamic Advisors Solutions LLC 46%5,384 17,161 Edge Wealth Management LLC 83%3,055 630
XML Financial, LLC 11%5,353 52,797 Stuart Chaussee & Associates, Inc. 5%2,965 53,464
Paul John Balson bought5,341 5,341 Efficient Wealth Management LLC 5%2,964 56,721
DAGCO, INC. 24%5,304 27,369 Williams Jones Wealth Management, LLC. 4%2,951 71,775
Tower Research Capital LLC bought5,029 5,029 Freestone Capital Holdings, LLC sold2,897 0
COLONY GROUP LLC 54%5,023 14,392 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7%2,894 35,906
AMG National Trust Bank bought5,005 5,005 Fort Sheridan Advisors LLC sold2,890 0
Horizon Investment Services, LLC 43%4,940 16,346 RDA Financial Network 5%2,879 51,115
Newfound Research LLC 163,900%4,917 4,920 BDO Wealth Advisors, LLC 99%2,850 40
Stony Point Wealth Management Inc. 8%4,894 66,451 CITIZENS FINANCIAL GROUP INC/RI 82%2,806 600
IFG Advisory, LLC 4%4,780 119,606 CRA Financial Services, LLC 38%2,805 4,546
Azimuth Capital Management LLC bought4,623 4,623 NORTHSTAR INVESTMENT ADVISORS LLC 6%2,775 40,336
Rehmann Capital Advisory Group bought4,618 4,618 IHT Wealth Management, LLC 31%2,763 6,131
Biltmore Family Office, LLC 11%4,611 46,320 SVA Plumb Wealth Management, LLC 13%2,652 17,262
CAPITAL CITY TRUST CO/FL 26%4,546 22,120 Glenview Trust Co 13%2,525 16,981
Rockbridge Investment Management, LCC bought4,535 4,535 Alpha Cubed Investments, LLC 31%2,502 5,547
Investors Research Corp 47%4,463 13,885 Financial Enhancement Group LLC 79%2,443 638
WHALEROCK POINT PARTNERS, LLC bought4,453 4,453 Northside Capital Management, LLC 1%2,415 161,708
Aft, Forsyth & Company, Inc. bought4,435 4,435 Krasney Financial LLC 6%2,407 36,431
First Command Bank 9%4,365 51,782 Personal Capital Advisors Corp 37%2,403 4,079
First Command Financial Services, Inc. 9%4,365 51,782 Sharkey, Howes & Javer 39%2,383 3,789
Keudell/Morrison Wealth Management bought4,300 4,300 BSC PRIVATE WEALTH MANAGEMENT, LLC 45%2,367 2,857
Flaharty Asset Management, LLC bought4,260 4,260 Legacy Private Trust Co. 25%2,352 6,922
MATRIX ASSET ADVISORS INC/NY bought4,259 4,259 Bremer Bank National Association 6%2,282 36,874
Matthew Goff Investment Advisor, LLC bought4,199 4,199 Western Wealth Management, LLC 9%2,264 22,086
Trilogy Capital Inc. bought4,135 4,135 StrongBox Wealth, LLC 21%2,216 8,484
Lido Advisors, LLC 6%4,077 71,298 GOFEN & GLOSSBERG LLC /IL/ 23%2,150 7,046
WFA of San Diego, LLC bought4,050 4,050 AIMZ Investment Advisors, LLC 16%2,145 11,260
Diversified Trust Co 133%4,000 7,000 ProVise Management Group, LLC 8%2,133 24,562
Essex Financial Services, Inc. 13%3,948 33,381 BRIGHTON JONES LLC 21%2,110 7,830
HOWARD WEALTH MANAGEMENT, LLC 4%3,922 91,196 BOYS ARNOLD & CO INC 24%2,100 6,487
Multi-Financial Securities Corp 4%3,728 86,704 Strategic Financial Group, LLC 3%2,040 56,293
MV Capital Management, Inc. 188%3,624 5,554 PAX Financial Group, LLC 12%2,023 15,531
Raab & Moskowitz Asset Management LLC 104%3,565 7,008 THOROUGHBRED FINANCIAL SERVICES, LLC 17%2,016 10,195
Parkside Financial Bank & Trust 15%3,522 27,658 AUA CAPITAL MANAGEMENT, LLC 37%1,983 3,368
Miracle Mile Advisors, LLC bought3,360 3,360 Keystone Financial Planning, Inc. 2%1,955 101,216
Cornerstone Wealth Group, LLC 5%3,307 76,360 GAMBLE JONES INVESTMENT COUNSEL 1%1,941 138,291
PARAMETRIC PORTFOLIO ASSOCIATES bought3,253 3,253 Eudaimonia Partners, LLC 85%1,867 338
Integrys Wealth Advisors LLC 2%3,236 200,326 Corient Capital Partners, LLC 26%1,856 5,200
GREAT VALLEY ADVISOR GROUP, INC. bought3,229 3,229 Firestone Capital Management 66%1,850 948
Feltz Wealth PLAN Inc. bought3,222 3,222 Essex Private Wealth Management, LLC 3%1,850 59,859
GeoWealth Management, LLC bought3,208 3,208 CENTAURUS FINANCIAL, INC. 7%1,843 25,207
Annex Advisory Services, LLC bought3,153 3,153 OLD NATIONAL BANCORP /IN/ 2%1,821 76,000
Rossmore Private Capital bought3,075 3,075 Empirical Financial Services, LLC 4%1,795 41,337
COMMERCE BANK N A/MO 5%3,041 68,257 IEQ CAPITAL, LLC 7%1,792 22,245
Checchi Capital Advisers, LLC bought3,000 3,000 DONALDSON CAPITAL MANAGEMENT, LLC 10%1,788 15,729
Simmons Bank bought3,000 3,000 NVWM, LLC sold1,775 0
SignalPoint Asset Management, LLC 84%2,978 6,535 SIGMA INVESTMENT COUNSELORS INC 1%1,767 233,230
Brookstone Capital Management 5%2,916 56,092 HHM Wealth Advisors, LLC 25%1,750 5,384
WIMMER ASSOCIATES 1, LLC bought2,910 2,910 LifeSteps Financial, Inc. 4%1,739 40,233
Ashfield Capital Partners, LLC 2%2,904 134,123 NOVARE CAPITAL MANAGEMENT LLC 11%1,735 14,689
Indie Asset Partners, LLC bought2,870 2,870 Miramar Capital, LLC 10%1,725 15,562
HOLLENCREST SECURITIES LLC bought2,860 2,860 SPRENG CAPITAL MANAGEMENT, INC. 5%1,683 30,513
Chicago Wealth Management, Inc. bought2,855 2,855 CULLEN FROST BANKERS INC 23%1,660 5,550
Livingston Group Asset Management CO (operating as Southport Capital Management) 7%2,819 40,421 PUTNAM FL INVESTMENT MANAGEMENT CO 13%1,596 10,469
Hubbell Strickland Wealth Management, LLC bought2,803 2,803 Richard C. Young & CO., LTD. 6%1,593 25,746
WESBANCO BANK INC bought2,767 2,767 Carnegie Capital Asset Management, LLC 7%1,583 19,820
Wolff Financial Management LLC 11%2,758 26,759 Montecito Bank & Trust 20%1,539 6,211
F3Logic, LLC bought2,751 2,751 Vigilare Wealth Management 25%1,525 4,494
Suncoast Equity Management bought2,750 2,750 FIERA SCEPTRE INC. 13%1,501 9,670
Claraphi Advisory Network, LLC bought2,706 2,706 Oakmont Partners LLC 3%1,480 52,013
Baltimore-Washington Financial Advisors, Inc. 6%2,705 48,963 North Star Investment Management Corp. 25%1,455 4,264
ESL Trust Services, LLC bought2,675 2,675 Laurel Wealth Advisors, Inc. 16%1,450 7,784
Carroll Financial Associates, Inc. 47%2,655 8,335 Barnes Bonner Castles 4%1,450 39,229
Coastal Investment Advisors, Inc. bought2,599 2,599 McNaughton Wealth Management, LLC 1%1,438 101,643
SCBT FINANCIAL CORP bought2,566 2,566 Renaissance Technologies(Jim Simons) 18%1,400 6,300
Personal Wealth Partners bought2,562 2,562 HORIZON ASSET MANAGEMENT INC/NY 32%1,399 3,013
BIDWELL C M & ASSOCIATES LTD/ bought2,486 2,486 Bigelow Investment Advisors, LLC 20%1,382 5,418
Patriot Investment Management Inc. 3%2,461 100,459 Patton Albertson & Miller, LLC 7%1,340 18,060
Vivaldi Capital Management, LLC bought2,444 2,444 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1%1,322 99,734
SALEM INVESTMENT COUNSELORS INC bought2,438 2,438 SHINE INVESTMENT ADVISORY SERVICES INC 24%1,304 4,128
DERBY & COMPANY, INC 10%2,428 27,413 TRADITION ASSET MANAGEMENT LLC 12%1,300 9,101
Hoover Financial Advisors, Inc. bought2,421 2,421 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 3%1,225 42,881
FCA CORP /TX 15%2,317 17,401 Advisory Alpha, LLC sold1,217 0
Community Bank, N.A. bought2,232 2,232 Arden Trust Co 52%1,193 1,099
Estate Counselors, LLC bought2,230 2,230 Archer Investment Corp sold1,162 0
Strategic Wealth Advisors Group,Inc. 3%2,159 83,381 1776 Wealth LLC 18%1,100 4,969
Curtis Advisory Group, LLC 34%2,030 7,952 STALEY CAPITAL ADVISERS INC 14%1,100 7,000
Circle Wealth Management, LLC 53%2,021 5,830 Sound View Wealth Advisors Group, LLC 15%1,096 6,312
Keebeck Wealth Management, LLC bought2,010 2,010 Ausdal Financial Partners, Inc. 15%1,082 6,114
Gleason Group, Inc. bought1,921 1,921 Old Port Advisors 2%1,063 45,208
Kistler-Tiffany Companies, LLC 1%1,921 171,883 BANK OF MONTREAL /CAN/ 5%1,008 19,522
ASSOCIATED BANC-CORP 16%1,877 13,665 Valmark Advisers, Inc. 3%1,007 36,202
Manchester Capital Management LLC bought1,875 1,875 HORIZON BANCORP /IN/ sold1,000 0
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1%1,840 172,695 Stokes Family Office, LLC 1%979 122,600
Hanson Investment Management bought1,802 1,802 Buckingham Capital Management, Inc. 5%961 20,205
PFS INVESTMENTS INC. 12%1,733 16,404 CAPROCK Group, Inc. 3%928 30,115
Benchmark Wealth Management, LLC 1%1,682 157,813 Good Life Advisors, LLC 24%905 2,815
PEOPLES BANK NATIONAL ASSOCIATION 8%1,623 22,108 FARMERS & MERCHANTS INVESTMENTS INC 24%899 2,780
V Wealth Management,LLC 50%1,587 4,793 Providence Capital Advisors, LLC sold865 0
WOLVERINE TRADING, LLC 2%1,537 76,709 DFPG INVESTMENTS, INC. 5%863 15,755
HERON FINANCIAL GROUP, LLC 3%1,507 54,736 Valeo Financial Advisors, LLC 17%863 4,261
GUYASUTA INVESTMENT ADVISORS INC 15%1,431 11,296 Mosaic Family Wealth, LLC 13%834 5,722
Procyon Private Wealth Partners, LLC bought1,380 1,380 S.A. Mason LLC 18%833 3,878
Stratos Wealth Advisors, LLC 30%1,371 5,956 TIAA, FSB 3%824 27,039
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 8%1,359 18,820 Moors & Cabot, Inc. 14%822 5,198
BOSTON FINANCIAL MANGEMENT INC /MA bought1,338 1,338 Argent Wealth Management LLC 8%813 8,943
Strategic Family Wealth Counselors, L.L.C. 3%1,293 43,164 COURIER CAPITAL CORP 7%792 9,958
TCI Wealth Advisors, Inc. 174%1,238 1,948 SG Americas Securities, LLC 11%782 6,506
BROWN BROTHERS HARRIMAN & CO bought1,230 1,230 Alera Investment Advisors, LLC 15%776 4,397
Hayek Kallen Investment Management 7%1,230 20,022 Glassman Wealth Services 93%771 62
MBM Wealth Consultants, LLC 1%1,199 100,267 Chevy Chase Trust Holdings, Inc. 2%769 33,215
SCOTIA CAPITAL INC. 5%1,152 26,327 Betterment LLC 8%760 8,846
Perigon Wealth Management, LLC 39%1,150 4,064 FRONTIER INVESTMENT MGMT CO 22%751 2,717
GOULD ASSET MANAGEMENT LLC /CA/ 8%1,135 14,985 LCNB CORP 16%747 3,840
Golden State Wealth Management, LLC bought1,120 1,120 Cornell Pochily Investment Advisors, Inc. 2%742 32,538
Retirement Network 2%1,101 48,060 Bedel Financial Consulting, Inc. sold736 0
SCHRODER INVESTMENT MANAGEMENT GROUP bought1,100 1,100 Goldstein Munger & Associates 1%732 76,060
Patriot Financial Group Insurance Agency, LLC 20%1,090 6,560 Welch Group, LLC 17%721 3,540
Cranbrook Wealth Management, LLC bought1,086 1,086 FormulaFolio Investments, LLC 21%693 2,597
Verity & Verity, LLC 4%1,085 26,477 PAPP L ROY & ASSOCIATES 17%685 3,352
Pointe Capital Management LLC 1%1,051 72,454 HALLMARK CAPITAL MANAGEMENT INC 8%665 7,231
Taylor Hoffman Wealth Management bought1,050 1,050 BAILARD, INC. 7%618 7,796
AdvisorNet Financial, Inc 5%1,035 22,390 TELEMUS CAPITAL, LLC 1%608 84,233
Truvestments Capital LLC bought1,034 1,034 Cribstone Capital Management, LLC 100%599 1
SUN LIFE FINANCIAL INC 1%1,008 79,694 Kingsview Wealth Management, LLC 10%596 5,675
Arkadios Wealth Advisors 15%980 7,474 PARSONS CAPITAL MANAGEMENT INC/RI 4%590 14,288
PACIFIC SUN FINANCIAL CORP 9%965 11,872 TRUST CO OF VERMONT 2%576 24,706
Jacobi Capital Management LLC 250%923 1,292 Lehman & Derafelo Financial Resources LLC 20%575 2,356
QUEST CAPITAL MANAGEMENT INC /ADV 28%917 4,184 DAVIDSON TRUST CO 3%555 17,145
Twele Capital Management, Inc. 0%908 189,273 Financeware, Inc. sold546 0
WealthStone, Inc. 3%904 31,733 Squar Milner Financial Services LLC sold539 0
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2%884 38,192 Newport Wealth Strategies, Inc. 17%527 2,655
CAMBRIDGE TRUST CO 15%862 6,769 MASSMUTUAL TRUST CO FSB/ADV 23%518 1,772
CNB Bank bought847 847 Capstone Financial Group, Inc. 3%518 19,495
Graves-Light Private Wealth Management, Inc. 0%827 187,484 WEDBUSH MORGAN SECURITIES INC 13%517 3,389
Evanson Asset Management, LLC 2%820 52,570 Legacy Advisors, LLC 6%514 7,698
Fragasso Group Inc. 7%800 12,082 Steward Partners Investment Advisory, LLC 0%506 138,739
FIRST MERCHANTS CORP 1%772 64,224 WASHBURN CAPITAL MANAGEMENT, INC. 13%500 3,500
Integrated Wealth Concepts LLC 1%764 76,941 SOL Capital Management CO 7%490 6,700
Eukles Asset Management 4%760 21,520 Providence Wealth Advisors, LLC 1%488 59,057
QUADRANT CAPITAL GROUP LLC bought743 743 ARGI Investment Services, LLC 6%487 7,218
ROTHSCHILD INVESTMENT CORP /IL 21%742 4,247 National Asset Management, Inc. 3%480 16,130
Howard Capital Management Inc. 15%741 5,672 Granite Springs Asset Management LLC 7%479 6,241
NorthRock Partners, LLC bought733 733 Sandy Spring Bank 68%477 222
EATON VANCE MANAGEMENT 5%720 13,921 Carmichael Hill & Associates, Inc. 4%462 12,590
First Heartland Consultants, Inc. 12%719 6,851 Stratford Consulting, LLC 1%452 65,017
Sowell Financial Services LLC 6%709 12,173 Larson Financial Group LLC 8%439 4,826
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0%708 272,973 greenwich Wealth Management LLC 13%428 2,980
Kovack Advisors, Inc. 11%706 7,292 Private Capital Group, LLC 14%410 2,455
Sonora Investment Management, LLC 773%703 794 HAVERFORD TRUST CO 2%400 15,883
Lakeview Capital Partners, LLC 12%678 6,193 JNBA Financial Advisors 98%378 6
Heritage Wealth Advisors bought668 668 Wealthstar Advisors, LLC 8%377 4,070
Rocky Mountain Advisers, LLC 19%666 4,140 Private Wealth Advisors, Inc. 8%370 4,292
Hudock Moyer Wealth Resources, LLC 80%637 1,434 Northstar Group, Inc. 2%361 20,331
STEPHENSON NATIONAL BANK & TRUST 17%600 4,203 McNamara Financial Services, Inc. 6%358 6,053
PDS Planning, Inc 20%575 3,498 YorkBridge Wealth Partners, LLC 6%348 5,179
Elmwood Wealth Management, Inc. bought570 570 Hochman Cole Investment Advisors, Inc. 10%342 2,981
REGIONS FINANCIAL CORP 0%540 264,091 BERKSHIRE ASSET MANAGEMENT INC/PA 10%337 2,875
Eldridge Investment Advisors, Inc. 2%532 22,578 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5%326 6,275
Covenant Asset Management, LLC 13%520 4,680 VALLEY NATIONAL ADVISERS INC 2%313 12,631
HBK Sorce Advisory LLC 3%509 15,621 HOLDERNESS INVESTMENTS CO 7%308 4,238
BRONFMAN E.L. ROTHSCHILD, L.P. 2%504 26,859 Princeton Global Asset Management LLC 7%305 4,382
McIlrath & Eck, LLC bought503 503 Blue Chip Partners, Inc. 3%293 9,534
CIBC Global Asset Management Inc 17%500 3,440 JOHNSON INVESTMENT COUNSEL INC 4%275 7,441
Gradient Investments LLC 1,217%499 540 Weaver Consulting Group 2%262 16,182
Norway Savings Bank 3%483 15,385 Capital Analysts, Inc. 1%257 18,167
CONDOR CAPITAL MANAGEMENT 8%475 6,088 Cedar Brook Financial Partners, LLC 2%257 15,412
SAGE RHINO CAPITAL LLC 1%439 48,413 Altavista Wealth Management, Inc. 3%250 7,300
Independence Bank of Kentucky 16%435 3,115 GRIMES & COMPANY, INC. 4%244 6,451
River Wealth Advisors LLC 10%414 4,364 GW HENSSLER & ASSOCIATES LTD 1%233 28,414
Advisors Capital Management, LLC 3%410 12,938 Center for Financial Planning, Inc. 16%229 1,213
TWIN CAPITAL MANAGEMENT INC 1%410 49,440 Wealth Alliance 3%226 8,546
Yale Capital CORP 4%410 10,074 PEAPACK GLADSTONE FINANCIAL CORP 0%220 49,293
Baystate Wealth Management LLC 5%401 8,466 BRANDYWINE OAK PRIVATE WEALTH LLC 1%218 16,966
Essex Savings Bank 4%393 9,778 Capital Investment Advisory Services, LLC 0%214 54,238
Chicago Partners Investment Group LLC 8%392 5,318 Interactive Financial Advisors 2%211 13,539
Busey Trust CO 1%357 31,417 PETERSON WEALTH MANAGEMENT 1%201 15,585
Lucia Wealth Services, LLC 209%355 525 TCF National Bank 3%200 5,650
BancorpSouth Bank 5%351 7,242 Sterling Investment Advisors, Ltd. 37%196 330
ROPES WEALTH ADVISORS LLC 45%342 1,100 Allred Capital Management, LLC sold185 0
Zions Bancorporation, N.A. bought341 341 Huber Financial Advisors, LLC 3%183 5,153
CITY HOLDING CO bought339 339 LOOMIS SAYLES & CO L P sold177 0
Sageworth Trust Co bought320 320 Savant Capital Management Inc 1%172 11,396
Lenox Wealth Advisors, Inc. bought300 300 Institute for Wealth Management, LLC. 5%169 3,530
WEBSTER BANK, N. A. 3%300 9,738 Brand Asset Management Group, Inc. sold158 0
NORTHSTAR ASSET MANAGEMENT LLC 3%280 8,414 Willingdon Wealth Management 7%157 2,019
Fiduciary Group LLC 9%268 3,403 Capital Advisory Group Advisory Services, LLC sold156 0
STIFEL FINANCIAL CORP bought255 255 Riggs Asset Managment Co. Inc. sold150 0
Meridian Wealth Partners, LLC bought250 250 9258 Wealth Management, LLC 0%132 28,522
Swift Run Capital Management, LLC 6%250 4,205 DUNCKER STREETT & CO INC 1%127 19,772
PACIFIC CAPITAL WEALTH ADVISORS, INC 0%238 53,466 CULBERTSON A N & CO INC 0%120 33,779
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought223 223 Sound Income Strategies, LLC 40%115 173
NICOLET ADVISORY SERVICES, LLC 3%218 7,539 Beacon Financial Advisory LLC 1%111 15,316
Pennsylvania Trust Co 2%207 9,861 OPPENHEIMER & CO INC 0%110 47,908
LEAVELL INVESTMENT MANAGEMENT, INC. 2%200 10,561 We Are One Seven, LLC 3%109 4,102
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4%190 5,317 Centerpoint Advisors, LLC sold100 0
MADISON WEALTH MANAGEMENT 2%181 8,578 BURNS J W & CO INC/NY 1%100 11,545
HOWE & RUSLING INC 1%176 31,325 Modera Wealth Management, LLC 1%95 7,388
BENJAMIN F. EDWARDS & COMPANY, INC. 8%176 2,437 Great Diamond Partners, LLC 1%94 9,186
CABANA LLC bought175 175 Magnus Financial Group LLC 2%87 5,177
LifePlan Financial Group, Inc 5%175 3,594 Covington Investment Advisors Inc. 1%83 14,126
TRUEWEALTH LLC 3%175 7,012 Wealth Quarterback LLC sold76 0
Winslow, Evans & Crocker, Inc. 29%169 755 New England Professional Planning Group Inc. 1%75 5,617
BURKE & HERBERT BANK & TRUST CO 1%146 10,291 KG&L Capital Management,LLC 2%73 4,359
Sheaff Brock Investment Advisors, LLC 4%146 3,826 AMERICAN NATIONAL BANK 12%65 500
Cordasco Financial Network 35%134 517 Fusion Family Wealth LLC 67%62 30
IBEX WEALTH ADVISORS 0%122 33,830 TOMPKINS FINANCIAL CORP sold54 0
Ancora Advisors, LLC 1%119 12,315 OARSMAN CAPITAL, INC. 2%52 3,136
BRINKER CAPITAL INC 1%110 19,331 BFSG, LLC 1%50 9,327
WHEATLAND ADVISORS INC 1%100 14,450 MITCHELL SINKLER & STARR/PA 1%40 4,175
WETHERBY ASSET MANAGEMENT INC 1%99 9,187 Orgel Wealth Management, LLC 1%38 2,875
Asset Planning Services, Ltd. 1%95 14,779 Lloyd Advisory Services, LLC. 5%24 492
Atlas Private Wealth Advisors bought94 94 Tradewinds Capital Management, LLC sold21 0
CHATHAM CAPITAL GROUP, INC. 2%90 5,225 APPLETON PARTNERS INC/MA 0%15 5,588
PRUDENTIAL FINANCIAL INC 2%90 5,012 Paradigm Financial Advisors, LLC 0%12 6,964
McMahon Financial Advisors, LLC bought86 86 Change Path, LLC sold11 0
Disciplined Investments, LLC 6%77 1,383 Trust Co 0%9 2,318
Detalus Advisors, LLC 1%75 8,114 CLS INVESTMENT FIRM, LLC 0%5 17,471
EVOKE WEALTH, LLC 1%67 9,602 Joseph P. Lucia & Associates, LLC no change 170
First Personal Financial Services bought65 65 QUANTUM CAPITAL MANAGEMENT no change 149
D. SCOTT NEAL, INC. 1%62 5,626 Barnett & Company, Inc. no change 190
D.B. Root & Company, LLC 1%58 5,314 D'Orazio & Associates, Inc. no change 130
Van Hulzen Asset Management, LLC 1%58 4,489 VAUGHAN AND COMPANY SECURITIES, INC. no change 874
Principle Wealth Partners LLC 1%57 8,614 SECURITY NATIONAL TRUST CO no change 200
Meridian Wealth Management, LLC 1%54 4,378 TOBIAS FINANCIAL ADVISORS, INC. no change 8,780
Bartlett & Co. LLC 0%53 35,834 RPg Family Wealth Advisory, LLC no change 1,178
Stonebridge Capital Advisors LLC 10%51 538 Bogart Wealth, LLC no change 89
Autus Asset Management, LLC bought50 50 JJJ Advisors Inc. no change 110
LIBERTY WEALTH MANAGEMENT LLC 4%47 1,388 Global Financial Private Capital, LLC no change 112
Emery Howard Portfolio Management, Inc. 1%46 4,428 Aureus Asset Management, LLC no change 6,641
Wambolt & Associates, LLC 1%46 8,844 GARRISON POINT ADVISORS, LLC no change 5,830
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1%46 6,736 Plancorp, LLC no change 5,857
Rudd International, Inc. 1%43 3,964 Mathes Company, Inc. no change 5,566
Court Place Advisors, LLC 1%35 4,489 DAVIS R M INC no change 5,550
REDW Stanley Financial Advisors LLC 1%30 3,285 Bay Rivers Group no change 5,481
Steigerwald, Gordon & Koch Inc. 0%30 8,085 MARCO INVESTMENT MANAGEMENT LLC no change 6,300
Aevitas Wealth Management, Inc. 1%29 4,917 OBERMEYER ASSET MANAGEMENT CO no change 7,115
Puplava Financial Services, Inc. 1%28 5,403 SENTINEL PENSION ADVISORS INC no change 8,290
CAROLINAS WEALTH CONSULTING LLC 0%28 22,664 NEW ENGLAND GUILD WEALTH ADVISORS, INC. no change 8,138
Jaffetilchin Investment Partners, LLC bought27 27 Strategic Blueprint, LLC no change 8,096
NORTHEAST INVESTMENT MANAGEMENT 1%26 3,906 Courage Miller Partners, LLC no change 7,398
MARSHALL FINANCIAL GROUP INC /ADV 0%24 5,689 THRIVENT FINANCIAL FOR LUTHERANS no change 2,976
Poehling Capital Management, LLC 0%24 10,250 MERIDIAN MANAGEMENT CO no change 4,855
Scott & Selber, Inc. 0%20 9,198 AdvicePeriod, LLC no change 4,256
Horrell Capital Management, Inc. 3%20 685 Wealth Architects, LLC no change 4,245
MCMILLION CAPITAL MANAGEMENT INC 1%19 2,621 CFM WEALTH PARTNERS LLC no change 4,192
Koshinski Asset Management, Inc. 0%16 8,299 Key FInancial Inc no change 4,095
Jackson, Grant Investment Advisers, Inc. 0%14 4,345 BERRY GROUP, LLC no change 4,307
Murphy, Middleton, Hinkle & Parker, Inc. 0%14 3,545 BTIM Corp. no change 4,350
Single Point Partners, LLC 0%11 6,279 BOSTON FAMILY OFFICE LLC no change 4,830
HUNTINGTON NATIONAL BANK 0%11 4,669 FIRST NATIONAL BANK SIOUX FALLS no change 4,684
HYMAN CHARLES D 0%11 5,184 Smith, Salley & Associates no change 4,516
Affiance Financial, LLC 0%10 5,166 BRYN MAWR TRUST CO/PA no change 4,500
GM Advisory Group, Inc. 0%8 4,391 Klingman & Associates, LLC no change 8,347
Coastal Capital Group, Inc. 1%8 699 MOGY JOEL R INVESTMENT COUNSEL INC no change 8,360
Ariel Capital Advisors, LLC 1%7 1,188 VeraBank, N.A. no change 27,719
Gierl Augustine Investment Management Inc 1%7 869 Dorsey & Whitney Trust CO LLC no change 26,943
Private Ocean, LLC 1%7 1,342 DELTA FINANCIAL ADVISORS LLC no change 26,061
Ellis Investment Partners, LLC 1%6 1,013 Windham Capital Management, LLC no change 22,500
Winch Advisory Services, LLC 1%6 1,103 P-Solve LLC no change 35,137
Secure Asset Management, LLC 0%6 8,221 WealthBridge Capital Management, LLC no change 40,403
FMR LLC bought5 5 UBS Group AG no change 6,390
Founders Capital Management 0%5 1,839 Baird Financial Group, Inc. no change 249
PHYSICIANS FINANCIAL SERVICES, INC. 0%4 3,454 Mirae Asset Global Investments Co., Ltd. no change 61,590
BerganKDV Wealth Management, LLC 133%4 7 GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 52,145
HC FINANCIAL ADVISORS INC 133%4 7 WHITTIER TRUST CO OF NEVADA INC no change 21,132
J. W. Coons Advisors, LLC 0%3 6,345 Radnor Financial Advisors, LLC no change 20,883
Shulman DeMeo Asset Management LLC 0%1 5,302 Ziegler Capital Management, LLC no change 10,324
ABSOLUTE INVESTMENT MANAGEMENT LLC 2%1 42 Anfield Capital Management, LLC no change 9,599
Carnick & Kubik Group, LLC no change 8,883
Asset Dedication, LLC no change 8,856
Meristem, LLP no change 10,407
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV no change 10,596
DIMENSION CAPITAL MANAGEMENT PARTNERS no change 14,049
GABLES CAPITAL MANAGEMENT INC. no change 13,052
LGL PARTNERS, LLC no change 11,772
ALPINE WOODS CAPITAL INVESTORS, LLC no change 11,200
Berkshire Money Management, Inc. no change 4,052
HARBOR INVESTMENT ADVISORY, LLC no change 3,986
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 955
Cascade Investment Advisors, Inc. no change 850
Pinnacle Bank no change 822
LFA - Lugano Financial Advisors SA no change 670
Hartland & Co., LLC no change 990
Litman Gregory Asset Management LLC no change 1,107
Global Trust Asset Management, LLC no change 1,454
Riverview Trust Co no change 1,307
Crewe Advisors LLC no change 1,175
Sugarloaf Wealth Management, LLC no change 1,157
TORONTO DOMINION BANK no change 550
Hartford Financial Management Inc. no change 520
PIN OAK INVESTMENT ADVISORS INC no change 249
BARCLAYS PLC no change 247
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC no change 242
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 240
OPTIMUM INVESTMENT ADVISORS no change 250
DELTA ASSET MANAGEMENT LLC/TN no change 264
PITTENGER & ANDERSON INC no change 385
Blume Capital Management, Inc. no change 340
BALLAST ADVISORS LLC no change 322
Front Row Advisors LLC no change 278
TSFG, LLC no change 1,664
Stonebridge Financial Planning Group, LLC no change 1,875
Capital Advisors, Ltd. LLC no change 3,333
First National Bank of Mount Dora, Trust Investment Services no change 3,300
Burt Wealth Advisors no change 3,237
TWIN FOCUS CAPITAL PARTNERS, LLC no change 3,220
Intellectus Partners, LLC no change 3,348
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 3,382
LexAurum Advisors, LLC no change 3,856
Security National Bank no change 3,579
MONTAG A & ASSOCIATES INC no change 3,455
Daiwa Securities Group Inc. no change 3,400
ROOF EIDAM & MAYCOCK/ADV no change 3,166
Main Management LLC no change 3,150
TRUSTCORE FINANCIAL SERVICES, LLC no change 2,310
Berman Capital Advisors, LLC no change 2,082
Summit Investment Advisors, Inc. no change 1,985
Jackson Hole Capital Partners, LLC no change 1,969
BELLEVUE ASSET MANAGEMENT, LLC no change 2,425
Hurlow Wealth Management Group, Inc. no change 2,865
CHEMUNG CANAL TRUST CO no change 3,061
Plante Moran Financial Advisors Ltd Partnership no change 3,027
DIVIDEND GROWTH ADVISORS, LLC no change 2,967
KING LUTHER CAPITAL MANAGEMENT CORP no change 2,925
Fortis Advisors, LLC no change 207
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