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STOCK TICKER:
CONSUMER STAP SPDR   (ticker: XLP)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 196,180,148
Previous Holdings: 165,892,091
Change: 18.26%
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 MONTREAL /CAN/ 790%3,984,456 4,489,007 BESSEMER GROUP INC 100%4,008,110 4,932
ROYAL BANK OF CANADA bought3,151,322 3,151,322 CITIGROUP INC 33%2,358,526 4,684,502
BB&T CORP bought1,962,436 1,962,436 Graham Capital Management, L.P. sold1,598,268 0
BTG Pactual Global Asset Management Ltd bought1,440,000 1,440,000 TWO SIGMA ADVISERS, LLC 62%1,548,500 940,200
Susquehanna International Group, LLP 39%1,393,543 4,995,732 BANK OF NOVA SCOTIA / 71%1,253,386 506,331
CIBC WORLD MARKETS CORP bought992,000 992,000 MORGAN STANLEY 14%1,144,686 6,966,084
J P MORGAN CHASE & CO 22%703,717 3,966,598 Migdal Insurance & Financial Holdings Ltd. 85%920,765 167,440
LPL Financial CORP 47%592,396 1,861,420 Tower Research Capital LLC 100%848,745 3,018
CHURCHILL MANAGEMENT GROUP /CA/ 60%461,915 1,230,786 JEFFERIES GROUP INC /DE/ sold791,844 0
SUNRISE PARTNERS LLC /CT 270%307,687 421,592 UBS Group AG sold685,000 0
Kepos Capital LP 35%253,998 974,563 Pinnacle Advisory Group, Inc. 57%674,081 514,382
BALYASNY ASSET MANAGEMENT LLC bought250,000 250,000 MEITAV DASH INVESTMENTS LTD 55%657,027 541,994
AMERIPRISE FINANCIAL INC 5%237,501 4,584,631 Mirae Asset Global Investments Co., Ltd. 57%568,800 422,840
DUALITY ADVISERS, LP bought230,377 230,377 Swan Wealth Advisors, Inc. 15%546,305 3,192,404
Lido Advisors, LLC 314%208,604 274,999 TWO SIGMA INVESTMENTS LLC 30%529,048 1,244,005
Evolution Wealth Advisors, LLC bought200,938 200,938 Athanor Capital, LP sold525,000 0
Polaris Wealth Advisers, LLC bought180,205 180,205 PMFM Inc. sold466,902 0
NOVARE CAPITAL MANAGEMENT LLC bought156,061 156,061 BANK OF AMERICA CORP /DE/ 1%390,206 40,192,438
Chicago Wealth Management, Inc. bought147,712 147,712 COMMERZBANK AKTIENGESELLSCHAFT /FI 91%348,600 35,122
SCHAFER CULLEN CAPITAL MANAGEMENT INC 143%145,234 246,585 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 53%330,835 292,936
Polar Securities Inc. bought138,201 138,201 PUTNAM INVESTMENTS LLC sold318,208 0
RAYMOND JAMES & ASSOCIATES 11%131,560 1,375,600 Squarepoint Ops LLC 61%317,889 205,031
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought130,921 130,921 AMP Capital Investors Ltd sold214,000 0
Western Wealth Management, LLC 1,146%129,402 140,696 Estate Counselors, LLC 64%197,500 111,550
Coho Partners, Ltd. bought122,339 122,339 CREDIT SUISSE/ 9%196,517 1,983,970
HARRELL INVESTMENT PARTNERS, LLC bought120,040 120,040 BARCLAYS PLC 100%183,394 2
AGF FUNDS INC 26%118,756 569,687 Optimum Quantvest Corp 81%173,438 39,682
Orion Portfolio Solutions, LLC bought115,025 115,025 Blue Creek Investment Partners, LLC sold169,870 0
BENJAMIN F. EDWARDS & COMPANY, INC. 236%110,940 157,858 TWO SIGMA SECURITIES, LLC 35%167,711 317,500
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND bought100,000 100,000 Sage Advisory Services, Ltd.Co. 52%161,286 150,999
Astor Investment Management LLC bought93,242 93,242 Miura Global Management, LLC 40%160,000 240,000
ADAMS EXPRESS CO bought86,600 86,600 Act Two Investors LLC sold140,346 0
DIAM Co., Ltd. bought82,500 82,500 Multi-Financial Securities Corp 64%138,733 78,888
Florin Court Capital LLP 43%80,600 270,200 Marshall Wace LLP sold126,290 0
WestEnd Advisors, LLC 8%79,650 1,105,483 HUNTINGTON ASSET ADVISORS, INC. sold124,685 0
Beaumont Financial Partners, LLC bought79,562 79,562 FDx Advisors, Inc. 58%122,377 88,127
Anfield Capital Management, LLC bought78,180 78,180 Redhawk Wealth Advisors, Inc. sold110,657 0
Amerivest Investment Management LLC 5%77,235 1,703,694 PFS INVESTMENTS INC. 51%106,187 103,729
D. E. Shaw & Co., INC. (David E. Shaw) bought75,000 75,000 Man Group plc sold103,015 0
J.W. COLE ADVISORS, INC. bought72,980 72,980 Cornerstone Wealth Group, LLC sold102,258 0
TRANSCEND WEALTH COLLECTIVE, LLC bought71,918 71,918 Cavalier Investments 73%101,774 37,399
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 23%70,390 376,294 UNITED CAPITAL FINANCIAL ADVISERS,INC. 13%93,886 652,404
Deane Retirement Strategies, Inc. bought63,798 63,798 WELLS FARGO & CO/MN 2%87,958 5,422,340
COMMONWEALTH EQUITY SERVICES, LLC. 13%62,840 561,160 DOW CHEMICAL CO /DE/ 34%87,300 167,851
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 11%57,182 593,820 BCJ Capital Management, LLC sold82,811 0
GOLDMAN SACHS GROUP INC 40%56,972 200,972 ExodusPoint Capital Management, LP sold79,776 0
Rock Creek Group, LP bought56,277 56,277 Vestmark Advisory Solutions, Inc. 71%78,786 31,791
Chapwood Capital Investment Management, LLC bought54,287 54,287 Neuberger Berman Group LLC sold70,678 0
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. bought50,000 50,000 WOLVERINE TRADING, LLC 19%70,074 290,045
Danda Trouve Investment Management, Inc. bought49,446 49,446 PICTET ASSET MANAGEMENT LTD 74%66,920 23,705
Prime Capital Investment Advisors, LLC 207%48,552 71,996 CONFLUENCE INVESTMENT MANAGEMENT LLC sold66,346 0
Janney Montgomery Scott LLC 2%47,106 2,783,658 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37%64,884 111,015
CAPITAL ONE, NATIONAL ASSOCIATION bought44,952 44,952 Virtue Capital Management, LLC 88%62,907 8,856
Rokos Capital Management LLP bought41,500 41,500 Butler Wick Trust CO sold61,719 0
Advisory Services Network, LLC 131%40,802 71,932 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 87%61,340 9,000
STATE STREET CORP bought39,324 39,324 Almanack Investment Partners, LLC. sold60,897 0
Cascadia Advisory Services, LLC bought39,200 39,200 Renaissance Technologies(Jim Simons) 27%60,600 167,400
COMERICA SECURITIES,INC. bought38,605 38,605 Charles Schwab Investment Advisory, Inc. 4%59,230 1,538,671
SG Americas Securities, LLC 26%35,852 174,810 Q3 Asset Management sold57,607 0
Royal Harbor Partners, LLC bought35,066 35,066 Dynamic Advisors Solutions LLC sold55,595 0
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC bought34,931 34,931 GM Advisory Group, Inc. 15%54,470 311,111
Silversage Advisors bought34,598 34,598 WESPAC Advisors, LLC sold52,536 0
SPRENG CAPITAL MANAGEMENT, INC. bought32,101 32,101 Donald L. Hagan, LLC 78%46,024 13,107
Stratos Wealth Partners, LTD. 13,642%31,923 32,157 CWM, LLC 98%39,543 1,000
Loveless Wealth Management LLC bought31,680 31,680 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 9%38,200 376,800
Conservest Capital Advisors, Inc. 5%31,565 619,808 HRT FINANCIAL LLC sold37,460 0
MAGNOLIA CAPITAL MANAGEMENT LTD bought31,495 31,495 WELLINGTON MANAGEMENT CO LLP 55%37,450 30,743
QVR LLC bought31,396 31,396 Midwest Professional Planners, LTD. 82%35,239 7,806
Moneda S.A. Administradora General de Fondos bought30,960 30,960 SPINNAKER TRUST 13%34,504 230,065
Equitable Holdings, Inc. bought30,573 30,573 Allianz Asset Management AG sold32,949 0
BP WEALTH MANAGEMENT, LLC bought29,967 29,967 Ayalon Holdings Ltd. 38%32,940 53,436
Winton Capital Group Ltd bought29,121 29,121 Busey Trust CO 99%32,080 365
Ferguson Shapiro LLC bought27,329 27,329 SFMG, LLC 5%25,705 510,092
Windsor Creek Advisors, LLC bought25,000 25,000 CAPITAL FUND MANAGEMENT S.A. 4%25,157 683,399
SL ADVISORS, LLC bought23,916 23,916 Raymond James Financial Services Advisors, Inc. 3%24,374 738,568
WHITE BAY PT LLC 629%23,900 27,700 MEEDER ASSET MANAGEMENT INC 98%24,083 575
MML INVESTORS SERVICES, LLC 10%23,447 262,493 Walleye Trading LLC 85%23,400 4,000
EPG Wealth Management LLC bought23,217 23,217 Virtu Financial LLC 34%23,061 43,812
AE Wealth Management LLC 127%23,131 41,347 Strategic Wealth Advisors Group,Inc. sold22,846 0
LUCAS CAPITAL MANAGEMENT bought21,891 21,891 Verity Asset Management, Inc. sold22,203 0
PETERSON WEALTH MANAGEMENT bought21,868 21,868 ALLIANCEBERNSTEIN L.P. 37%21,280 35,950
Private Advisor Group, LLC 12%21,687 204,283 J. Goldman & Co LP 45%21,163 25,586
55I, LLC bought21,003 21,003 Brookstone Capital Management 16%20,961 113,794
USAdvisors Wealth Management, LLC bought19,857 19,857 Verition Fund Managegment LLC 82%20,429 4,571
FIRST MIDWEST BANK TRUST DIVISION bought18,591 18,591 SYMMETRY PEAK MANAGEMENT LLC sold20,000 0
JUMP TRADING, LLC bought18,265 18,265 KCM INVESTMENT ADVISORS LLC 5%19,487 369,085
Retirement Network bought18,200 18,200 BANQUE PICTET & CIE SA 19%18,710 80,280
Belpointe Asset Management LLC bought17,986 17,986 ATRIA INVESTMENTS LLC 16%18,530 99,840
Sowa Financial Group, Inc. bought17,816 17,816 Landsberg, Bennett, & Dubbaneh LLC 50%18,219 18,021
Sawtooth Asset Management, Inc. 123%17,527 31,834 CENTAURUS FINANCIAL, INC. 58%17,551 12,522
WASHINGTON TRUST BANK bought17,320 17,320 MACQUARIE GROUP LTD sold17,392 0
Koshinski Asset Management, Inc. bought17,024 17,024 ENVESTNET ASSET MANAGEMENT INC 1%17,184 1,736,141
Bank of Marin bought16,511 16,511 SWARTHMORE GROUP INC 5%17,050 308,675
Global Financial Private Capital, LLC 17,059%15,865 15,958 BESSEMER SECURITIES LLC sold16,700 0
Green Square Asset Management, LLC bought15,778 15,778 Stratos Wealth Advisors, LLC 74%16,309 5,871
VERUS CAPITAL PARTNERS, LLC bought15,735 15,735 SYNOVUS FINANCIAL CORP 18%15,557 71,258
Quantbot Technologies LLC bought15,700 15,700 OPPENHEIMER & CO INC 54%15,192 12,753
Bank of New York Mellon CORP 38%15,369 56,026 Voya Financial Advisors, Inc. 44%14,852 18,704
PETERSEN FLYNN & DINSMORE INC bought15,160 15,160 OLD NATIONAL BANCORP /IN/ 5%14,832 293,026
Trust Co 23%15,099 80,194 Psagot Investment House Ltd. 5%14,644 299,919
Clarus Wealth Advisors bought14,982 14,982 M&T BANK CORP sold14,385 0
Edgestream Partners, L.P. 22%14,635 81,084 Richard Bernstein Advisors LLC 1%14,313 2,040,548
Cribstone Capital Management, LLC 388%14,564 18,316 Private Wealth Advisors, LLC 16%14,271 75,081
PROEQUITIES, INC. 330%14,525 18,932 Choate Investment Advisors sold14,235 0
HANSEATIC MANAGEMENT SERVICES INC 174%14,466 22,787 Fulcrum Equity Management sold13,300 0
Keebeck Alpha, LP bought14,274 14,274 Graticule Asia Macro Advisors LLC sold12,100 0
Trust Asset Management LLC bought14,115 14,115 United Asset Strategies, Inc. 6%11,167 191,154
Summit Place Financial Advisors, LLC bought13,859 13,859 ALERUS FINANCIAL NA 11%11,139 88,317
Apexium Financial, LP bought13,840 13,840 RiverFront Investment Group, LLC 2%10,547 577,970
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. bought12,611 12,611 TIEDEMANN WEALTH MANAGEMENT, LLC 29%10,210 24,737
Cutler Group LP bought12,310 12,310 FOUNDERS FINANCIAL SECURITIES LLC sold10,004 0
HighTower Advisors, LLC 4%12,177 318,395 Streettalk Advisors, LLC sold9,944 0
One Charles Private Wealth Services, LLC bought12,018 12,018 Bruderman Asset Management, LLC 14%9,760 61,029
Kessler Investment Group, LLC bought11,995 11,995 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 9%9,516 92,698
BCS Wealth Management bought11,768 11,768 Atlanta Capital Group 48%9,285 10,049
PINNACLE FINANCIAL PARTNERS INC bought10,824 10,824 Winfield Associates, Inc. 38%9,190 15,237
MISSION CREEK CAPITAL PARTNERS, INC bought10,677 10,677 Allred Capital Management, LLC 60%8,338 5,453
Farmers & Merchants Trust Co of Chambersburg PA 2,106%10,530 11,030 Ballew Advisors, Inc sold8,032 0
CORBETT ROAD CAPITAL MANAGEMENT, LLC bought10,416 10,416 SUMITOMO MITSUI FINANCIAL GROUP, INC. 7%8,020 104,135
RNC CAPITAL MANAGEMENT LLC bought10,190 10,190 WHITTIER TRUST CO 41%7,741 11,162
AMJ Financial Wealth Management bought10,078 10,078 HOWARD CAPITAL MANAGEMENT 9%7,718 81,104
F3Logic, LLC 23%9,990 53,665 Institute for Wealth Management, LLC. 94%7,562 461
Shulman DeMeo Asset Management LLC 157%9,324 15,252 Eqis Capital Management, Inc. 47%7,438 8,379
Financial Network 13%9,256 82,909 Camelot Portfolios, LLC sold7,425 0
SkyOak Wealt, LLC bought9,223 9,223 ARROW FINANCIAL CORP sold7,418 0
Cerebellum GP, LLC bought8,978 8,978 QUATTRO FINANCIAL ADVISORS LLC 10%7,346 64,796
Integrated Advisors Network LLC bought8,762 8,762 Salomon & Ludwin, LLC 4%7,318 158,667
Laidlaw Wealth Management LLC bought8,675 8,675 Intercontinental Wealth Advisors, LLC sold7,147 0
NEXT Financial Group, Inc 189%8,608 13,159 ELEMENT POINTE ADVISORS, LLC sold6,910 0
HBW Advisory Services LLC bought8,511 8,511 REGIONS FINANCIAL CORP 32%6,834 14,302
HOLLENCREST SECURITIES LLC 4%8,367 247,114 Twin Tree Management, LP 4%6,600 173,100
Capital Advantage, Inc. 3%8,300 257,667 Keeler THomas Management LLC 78%6,531 1,814
COLONY GROUP LLC 139%8,248 14,188 CHARTER TRUST CO 3%6,370 182,887
SIMPLEX TRADING, LLC bought7,948 7,948 CIBC World Markets Inc. 27%6,225 17,166
PINNACLE ASSOCIATES LTD 112%7,605 14,401 PRUDENT INVESTORS NETWORK sold6,031 0
BROWN ADVISORY HOLDINGS INC bought7,422 7,422 Banco Santander, S.A. sold5,396 0
Parcion Private Wealth LLC bought7,406 7,406 Venturi Wealth Management, LLC 11%5,151 40,789
Krasney Financial LLC 155%7,215 11,868 Phoenix Holdings Ltd. sold5,146 0
DEUTSCHE BANK AG 391%7,183 9,021 PARK AVENUE SECURITIES LLC 16%5,117 27,812
Elevated Capital Advisors, LLC bought7,179 7,179 Apertura Capital, LLC sold5,000 0
FIRST INTERSTATE BANK 10%7,078 75,453 Alpine Partners VI, LLC sold4,910 0
Heartwood Wealth Advisors LLC bought7,021 7,021 Financial Architects, Inc 39%4,699 7,430
PAX Financial Group, LLC bought7,011 7,011 Rampart Investment Management Company, LLC sold4,622 0
FIDUCIARY TRUST CO bought6,762 6,762 Penserra Capital Management LLC sold4,537 0
NOMURA ASSET MANAGEMENT CO LTD bought6,460 6,460 VIRIDIAN RIA, LLC 3%4,512 174,025
Advisory Alpha, LLC 837%6,431 7,199 Callan Capital, LLC 8%4,478 53,616
UNIVEST CORP OF PENNSYLVANIA bought6,377 6,377 ALPS ADVISERS INC 2%4,475 241,273
Biltmore Family Office, LLC bought6,376 6,376 SYMPHONY ASSET MANAGEMENT LLC 23%4,422 14,799
BAINCO INTERNATIONAL INVESTORS bought6,320 6,320 Delta Investment Management, LLC 36%4,374 7,647
Palisade Asset Management, LLC bought6,225 6,225 Private Wealth Advisors, Inc. 51%4,250 4,012
HSBC HOLDINGS PLC 5%6,198 129,171 Geller Family Office Services, LLC sold4,223 0
Valmark Advisers, Inc. 18%6,130 39,947 Hanlon Investment Management, Inc. 3%4,169 156,510
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 242%6,056 8,555 Leonard Rickey Investment Advisors P.L.L.C. sold4,007 0
Emerald Advisors, LLC bought6,056 6,056 TOCQUEVILLE ASSET MANAGEMENT LP 29%3,890 9,655
NexWave Capital Partners LLC bought6,041 6,041 PRUDENTIAL CORP PLC sold3,888 0
Miracle Mile Advisors, LLC bought6,026 6,026 Beacon Pointe Wealth Advisors, LLC 55%3,885 3,157
BANK HAPOALIM BM 41%6,008 20,648 Ausdal Financial Partners, Inc. sold3,775 0
Timber Hill LLC bought6,000 6,000 D.B. Root & Company, LLC sold3,711 0
Integer Wealth Advisors Group LLC bought5,906 5,906 Sigma Planning Corp 4%3,609 82,368
Capital Wealth Planning, LLC 34%5,208 20,728 BURNS J W & CO INC/NY sold3,595 0
Foundations Investment Advisors, LLC 10%5,114 57,800 MILLENNIUM MANAGEMENT LLC 2%3,566 156,491
AdvisorNet Financial, Inc 18%5,002 32,115 MT LUCAS MANAGEMENT CORP 2%3,528 205,099
Foster Victor Wealth Advisors, LLC bought4,923 4,923 YCMNET ADVISORS INC 5%3,415 64,942
IBERIABANK CORP bought4,816 4,816 Glenview Trust Co sold3,391 0
Atom Investors LP bought4,700 4,700 Stillwater Investment Management, LLC sold3,379 0
GIRARD PARTNERS LTD. 57%4,640 12,751 INVESTMENT PARTNERS LTD /OH/ /ADV sold3,365 0
Carnegie Capital Asset Management, LLC 7%4,477 71,482 Veritable, L.P. 3%3,365 101,348
GYL FINANCIAL SYNERGIES, LLC bought4,467 4,467 PFG Advisors sold3,358 0
GLENMEDE TRUST CO NA 33%4,425 18,003 KAYS FINANCIAL ADVISORY CORP /ADV sold3,301 0
Harel Insurance Investments & Financial Services Ltd. 0%4,352 1,330,562 SCOTIA CAPITAL INC. 4%3,265 70,906
Mariner Wealth Advisors, LLC 19%4,324 26,697 KEYBANK NATIONAL ASSOCIATION/OH 7%3,214 43,109
NATIXIS 1%4,296 664,513 SEARCY FINANCIAL SERVICES INC /ADV 2%3,210 136,890
BRYN MAWR TRUST CO/PA bought4,279 4,279 Adviser Investments LLC 15%3,166 18,351
Mine & Arao Wealth Creation & Management, LLC. bought4,279 4,279 Atlantic Trust Group, LLC 9%3,157 33,667
Beacon Financial Advisory LLC bought4,262 4,262 Sabal Trust CO 4%3,035 70,477
Secure Asset Management, LLC bought4,216 4,216 RAYMOND JAMES TRUST CO 20%3,029 12,279
PUTNAM FL INVESTMENT MANAGEMENT CO bought4,199 4,199 OPPENHEIMER ASSET MANAGEMENT INC 25%2,827 8,380
Stillwater Capital Advisors, LLC 9%4,142 50,968 Hochman Cole Investment Advisors, Inc. 2%2,811 124,276
CENTRAL BANK & TRUST CO 9%3,964 50,321 Portfolio Strategies, Inc. 2%2,726 134,522
TL Private Wealth bought3,908 3,908 Laurel Wealth Advisors, Inc. 4%2,630 71,974
XML Financial, LLC bought3,848 3,848 NORTHWEST INVESTMENT COUNSELORS, LLC sold2,571 0
Moors & Cabot, Inc. bought3,847 3,847 APPLETON GROUP WEALTH MANAGEMENT LLC 23%2,550 8,582
JJJ Advisors Inc. 2%3,782 231,016 US BANCORP DE 1%2,441 388,507
BERRY GROUP, LLC bought3,755 3,755 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14%2,370 14,890
FIFTH THIRD BANCORP 6%3,686 60,605 NAVELLIER & ASSOCIATES INC 6%2,249 32,709
Element Wealth, LLC bought3,665 3,665 Hilton Capital Management, LLC sold2,215 0
Carmichael Hill & Associates, Inc. bought3,663 3,663 SPRINGBOK CAPITAL MANAGEMENT, LLC sold2,186 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 62%3,644 9,486 Windsor Capital Management, LLC 12%2,165 16,334
Visionary Wealth Advisors bought3,615 3,615 Price Wealth Management, Inc. sold2,100 0
ATTICUS WEALTH MANAGEMENT, LLC bought3,497 3,497 Goodman & Company, Investment Counsel Ltd. 8%2,092 23,029
BENJAMIN EDWARDS INC bought3,476 3,476 Affiance Financial, LLC 5%2,045 38,127
Camden Capital, LLC bought3,289 3,289 Prestige Wealth Management Group LLC 73%2,020 764
FIRST COMMONWEALTH FINANCIAL CORP /PA/ bought3,252 3,252 GREENLEAF TRUST 37%1,862 3,225
FINANCIAL COUNSELORS INC 8%3,251 41,613 WAYNE HUMMER ASSET MANAGEMENT CO 2%1,821 80,860
WEALTHSOURCE PARTNERS, LLC bought3,210 3,210 GREAT VALLEY ADVISOR GROUP, INC. 8%1,812 19,819
BOOTHBAY FUND MANAGEMENT, LLC bought3,208 3,208 BABSON CAPITAL MANAGEMENT LLC sold1,750 0
IHT Wealth Management, LLC 8%3,157 41,070 Private Wealth Group, LLC 1%1,609 146,255
Wealthcare Advisory Partners LLC 227%3,106 4,473 Mechanics Bank Trust Department 5%1,560 27,248
Creative Planning 8%3,106 41,343 Amussen Hunsaker & Associates LLC 24%1,523 4,757
Global Retirement Partners, LLC 54%2,985 8,485 MERCER GLOBAL ADVISORS INC /ADV 16%1,504 7,859
WASHINGTON TRUST CO 9%2,871 35,477 CenterStar Asset Management, LLC sold1,400 0
Goss Wealth Management LLC 24%2,806 14,695 SCHMEIDLER A R & CO INC 5%1,386 29,354
PRUDENTIAL FINANCIAL INC 82%2,800 6,230 Financial Management Professionals, Inc. 4%1,366 35,210
BANK OF THE WEST 25%2,769 14,011 Smith, Salley & Associates 15%1,355 7,606
Sowell Financial Services LLC 12%2,689 25,561 FIRST MERCHANTS CORP 2%1,349 86,726
Lakeview Capital Partners, LLC bought2,673 2,673 Mutual Advisors, LLC 6%1,327 21,395
Oakworth Capital, Inc. 2%2,667 150,072 WHITENER CAPITAL MANAGEMENT, INC. sold1,300 0
First Allied Advisory Services, Inc. 7%2,616 39,921 Sepio Capital, LLC 1%1,261 116,330
Highstreet Asset Management Inc. bought2,613 2,613 FIRST NATIONAL TRUST CO 8%1,178 13,806
PARAMETRIC PORTFOLIO ASSOCIATES 17%2,610 18,415 Partnervest Advisory Services LLC 3%1,171 35,666
Newfound Research LLC 4%2,605 61,471 Baystate Wealth Management LLC 13%1,151 7,983
New England Investment & Retirement Group, Inc. 2%2,574 144,572 Archer Investment Corp 66%1,146 591
Valeo Financial Advisors, LLC 7%2,573 37,161 CHILTON CAPITAL MANAGEMENT LLC 9%1,140 11,275
FLAGSHIP HARBOR ADVISORS, LLC 50%2,570 7,676 TORONTO DOMINION BANK sold1,120 0
MYCIO WEALTH PARTNERS, LLC 30%2,564 11,023 Advisor Group, Inc. 0%1,052 211,547
CHEMUNG CANAL TRUST CO 28%2,514 11,410 MARTIN & CO INC /TN/ 2%1,050 61,419
TrinityPoint Wealth, LLC 6%2,496 44,846 PERSONAL CFO SOLUTIONS, LLC 5%1,044 20,614
HCR Wealth Advisors bought2,482 2,482 Kore Private Wealth LLC 1%1,042 82,326
IFP Advisors, Inc 44%2,341 7,722 ABSOLUTE INVESTMENT MANAGEMENT LLC 96%1,016 38
Kynikos Associates LP 20%2,323 13,998 RT Capital Management, LLC 1%990 188,015
1776 Wealth LLC bought2,285 2,285 KINGS POINT CAPITAL MANAGEMENT 9%963 9,751
Cetera Investment Advisers 14%2,276 18,098 USA Financial Portformulas Corp 18%860 4,011
Advanced Asset Management Advisors Inc bought2,204 2,204 Wechter Feldman Wealth Management, Inc. 0%856 310,867
CABANA LLC bought2,172 2,172 Braun-Bostich & Associates Inc. 3%786 26,593
ROPES WEALTH ADVISORS LLC 1,287%2,123 2,288 Strategic Financial Group, LLC 5%762 15,000
SYMONS CAPITAL MANAGEMENT INC 14%1,987 16,501 Robertson Stephens Wealth Management, LLC 7%744 10,172
Fisher Asset Management, LLC(Kenneth L. Fisher) 22%1,961 10,866 Independent Advisor Alliance 4%735 19,026
Raab & Moskowitz Asset Management LLC bought1,840 1,840 Stonebridge Capital Advisors LLC 56%707 562
Laurel Wealth Advisors LLC 15%1,733 13,185 VAUGHAN DAVID INVESTMENTS INC/IL 13%675 4,700
OKABENA INVESTMENT SERVICES INC bought1,632 1,632 Strategic Advisors LLC 8%638 6,919
ACIMA PRIVATE WEALTH, LLC 2%1,570 91,026 DAVIDSON D A & CO 4%622 14,068
Pacitti Group Inc. bought1,539 1,539 Parallel Advisors, LLC 8%616 7,440
Ellis Investment Partners, LLC 3%1,431 43,847 FCA CORP /TX 1%599 62,450
TIAA, FSB 1%1,427 105,357 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 5%597 11,782
Budros, Ruhlin & Roe, Inc. 14%1,410 11,378 Asset Dedication, LLC 63%591 345
Pacifica Partners Inc. bought1,375 1,375 BLAIR WILLIAM & CO/IL 4%575 15,074
SECURITY NATIONAL TRUST CO 97%1,357 2,757 LEVEL FOUR ADVISORY SERVICES, LLC 2%533 28,955
Independence Advisors, LLC bought1,285 1,285 Carnick & Kubik Group, LLC 0%516 210,394
JAMES INVESTMENT RESEARCH INC bought1,180 1,180 COUNTRY TRUST BANK 7%514 7,250
Chesapeake Wealth Management 6%1,121 21,024 Maryland Capital Management, LLC 11%500 3,935
Kovack Advisors, Inc. 13%1,101 9,466 Exchange Capital Management, Inc. 11%497 4,014
Simmons Bank 4%1,093 29,771 QUEST CAPITAL MANAGEMENT INC /ADV sold491 0
Aspire Private Capital, LLC bought1,066 1,066 FIRST UNITED BANK TRUST/ 2%415 19,428
Barnett & Company, Inc. 64%1,055 2,715 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5%392 7,024
HPM Partners LLC 6%1,014 17,358 Nelson Roberts Investment Advisors, LLC 1%390 34,696
1 NORTH WEALTH SERVICES LLC 3%963 34,799 Integrated Wealth Concepts LLC 8%388 4,278
MURPHY CAPITAL MANAGEMENT INC 1%880 126,447 Steward Partners Investment Advisory, LLC 1%360 26,536
WEDBUSH MORGAN SECURITIES INC 6%877 16,697 Executive Wealth Management, LLC sold353 0
IFG Advisory, LLC 1%838 61,237 BRAVE ASSET MANAGEMENT INC 1%320 48,094
National Asset Management, Inc. 6%831 13,720 STEPHENS INC /AR/ 1%317 58,251
Winslow, Evans & Crocker, Inc. 6%826 14,028 Financial Gravity Wealth, Inc. 68%316 150
Firestone Capital Management bought825 825 TCF National Bank 6%316 4,787
ROWLAND CARMICHAEL ADVISORS INC /ADV bought825 825 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1%316 35,282
KANAWHA CAPITAL MANAGEMENT LLC 7%818 12,304 PITTENGER & ANDERSON INC 1%300 42,075
Rikoon Group, LLC 5%803 18,401 BAILARD, INC. 4%296 6,437
TSFG, LLC 24%748 3,858 WP Advisors, LLC 1%291 38,430
DUNCKER STREETT & CO INC bought727 727 KG&L Capital Management,LLC 4%285 6,896
Massey, Quick & Co., LLC bought721 721 Private Capital Group, LLC sold280 0
Ambassador Advisors, LLC bought636 636 RiverGlades Family Offices LLC 2%265 13,514
COMMERCE BANK N A/MO 4%633 18,228 TCI Wealth Advisors, Inc. 43%264 351
BROWN BROTHERS HARRIMAN & CO 23%616 3,329 SIGNATUREFD, LLC 32%264 569
Plante Moran Financial Advisors Ltd Partnership bought616 616 HoyleCohen, LLC 4%218 5,694
Capital Investment Advisory Services, LLC 56%611 1,696 INGALLS & SNYDER LLC 2%215 11,592
ACCESS FINANCIAL SERVICES, INC. 3%598 20,784 Carroll Financial Associates, Inc. 9%202 2,142
BELLEVUE ASSET MANAGEMENT, LLC bought574 574 OPTIMUM INVESTMENT ADVISORS 8%200 2,194
Capital Financial Planning, LLC 8%547 7,449 Nikulski Financial, Inc. 1%200 14,930
PEDDOCK CAPITAL ADVISORS, LLC bought540 540 Advocacy Wealth Management Services, LLC sold198 0
Blume Capital Management, Inc. bought539 539 Claraphi Advisory Network, LLC sold193 0
BALLAST ADVISORS LLC bought530 530 MV Capital Management, Inc. 1%190 12,859
Altium Wealth Management LLC 1%509 43,045 6 Meridian 1%187 21,838
HC FINANCIAL ADVISORS INC bought494 494 FARMERS & MERCHANTS INVESTMENTS INC 29%175 419
Dorsey & Whitney Trust CO LLC 3%479 14,903 Lenox Wealth Management, Inc. 10%172 1,630
DONALDSON CAPITAL MANAGEMENT, LLC 13%478 4,205 Family Firm, Inc. 2%172 6,742
Gyroscope Capital Management Group, LLC 2%470 27,157 Truvestments Capital LLC sold166 0
Keystone Financial Group 5%450 9,089 DOWLING & YAHNKE INC 4%165 3,587
Bay Harbor Wealth Management, LLC bought441 441 Johnson Financial Group, Inc. 55%160 129
Crescent Grove Advisors, LLC 4%439 11,015 PARSONS CAPITAL MANAGEMENT INC/RI 3%150 4,330
Jackson, Grant Investment Advisers, Inc. 2%411 18,396 UNIONBANCAL CORP 3%136 5,096
CREDIT AGRICOLE S A bought406 406 Strategic Wealth Partners, Ltd. sold135 0
Capital Investment Advisors, LLC 1%401 54,506 Avitas Wealth Management LLC 1%133 13,414
Regal Wealth Group, Inc. bought378 378 ASHFORD CAPITAL MANAGEMENT INC 0%130 61,500
WHITTIER TRUST CO OF NEVADA INC 12%371 3,391 Sandy Spring Bank 33%125 250
Stelac Advisory Services LLC 11%368 3,668 Sterling Investment Management, Inc. 2%121 5,907
WEST BANCORPORATION INC bought368 368 NBT BANK N A /NY 1%120 10,828
Hudock Moyer Wealth Resources, LLC 323%365 478 CONDOR CAPITAL MANAGEMENT 3%120 4,131
Ledyard National Bank 0%360 114,620 Concorde Asset Management, LLC 55%116 94
Total Clarity Wealth Management, Inc. bought357 357 TRUST CO OF VIRGINIA /VA 0%115 25,703
Capital Asset Advisory Services LLC bought353 353 Interactive Financial Advisors 1%115 18,290
Foothills Asset Management, Ltd. 1%350 39,244 HUDSON CANYON INVESTMENT COUNSELORS LLC sold110 0
Lenox Wealth Advisors, Inc. bought343 343 Capital Planning Advisors, LLC sold104 0
Worth Venture Partners, LLC 10%336 3,683 WESBANCO BANK INC 0%100 21,116
Ariel Capital Advisors, LLC 1%330 29,021 CYPRESS CAPITAL MANAGEMENT LLC 0%90 21,555
Pathstone Family Office, LLC 0%326 92,635 DAVENPORT & CO LLC 1%86 8,522
ADIRONDACK TRUST CO 25%326 1,649 Montecito Bank & Trust 2%85 3,663
Providence First Trust Co 0%325 78,241 Cypress Capital Management LLC (WY) 2%82 5,341
BOYS ARNOLD & CO INC 1%325 42,162 JOHNSON INVESTMENT COUNSEL INC 0%79 44,678
Procyon Private Wealth Partners, LLC bought300 300 Gradient Capital Advisors, LLC 1%79 12,925
Clear Harbor Asset Management, LLC bought300 300 PROFFITT & GOODSON INC 1%78 10,035
Mount Yale Investment Advisors, LLC 1%295 26,974 Bernardo Wealth Planning LLC 2%73 4,147
WAGNER CAPITAL MANAGEMENT CORP 0%290 65,324 WMS Partners, LLC 2%72 3,804
PLANNING DIRECTIONS INC 1%285 38,090 INNEALTA CAPITAL, LLC 0%69 54,988
Moloney Securities Asset Management, LLC 5%269 5,979 Certified Advisory Corp 1%68 4,839
PSI Advisors, LLC bought264 264 STIFEL FINANCIAL CORP 9%68 700
Karp Capital Management Corp 6%250 4,100 First National Bank of Hutchinson 0%65 21,705
BUTENSKY & COHEN FINANCIAL SECURITY, INC 1%235 22,135 Summit Investment Advisors, Inc. 13%65 440
GW HENSSLER & ASSOCIATES LTD 6%209 3,613 CX Institutional sold61 0
Wealthstar Advisors, LLC 5%203 3,942 Acropolis Investment Management, LLC 1%60 9,752
LIBERTY WEALTH MANAGEMENT LLC 194%202 306 MainStreet Investment Advisors LLC 2%60 3,484
MONETARY MANAGEMENT GROUP INC 2%200 8,610 Gradient Investments LLC 34%59 114
Kingsview Wealth Management, LLC bought200 200 PLIMOTH TRUST CO LLC 0%51 11,930
H D Vest Advisory Services 1%197 16,983 LINCOLN NATIONAL CORP 0%50 9,961
Sonora Investment Management, LLC 108%194 374 Joseph P. Lucia & Associates, LLC 1%50 3,491
ARLINGTON PARTNERS LLC bought192 192 Stack Financial Management, Inc 1%48 4,076
St. Johns Investment Management Company, LLC 3%188 6,471 Oakmont Partners LLC 1%47 7,258
MERITAGE PORTFOLIO MANAGEMENT 0%187 100,290 Oliver Luxxe Assets LLC 0%43 14,258
FIL Ltd 1%186 31,446 NORTHERN TRUST CORP 0%36 139,756
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 4%172 4,672 Friedenthal Financial 1%36 4,795
SYM FINANCIAL CORPORATION bought167 167 CHICAGO TRUST Co NA 0%35 7,497
TD ASSET MANAGEMENT INC 2%163 7,714 North Star Investment Management Corp. 0%30 7,832
VAUGHAN AND COMPANY SECURITIES, INC. bought162 162 Pinnacle Bank 1%21 1,650
TOTH FINANCIAL ADVISORY CORP 0%161 54,246 TRUE Private Wealth Advisors 0%18 4,267
Global Endowment Management, LP 2%160 9,330 Prospera Financial Services 0%18 54,545
Financial Advocates Investment Management 0%155 73,265 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0%4 11,480
Sound Income Strategies, LLC bought154 154 People's United Financial, Inc. no change 9,290
Torch Wealth Management LLC 2%150 6,184 TNB Financial no change 9,486
Archford Capital Strategies, LLC 1%140 20,893 KINGDON CAPITAL MANAGEMENT LLC no change 9,800
LOWE BROCKENBROUGH & CO INC 0%140 62,190 PEAPACK GLADSTONE FINANCIAL CORP no change 9,608
Hanson McClain, Inc. 265%135 186 WAYNE HUMMER INVESTMENTS L.L.C. no change 7,509
HM PAYSON & CO bought130 130 DEARBORN PARTNERS LLC no change 6,609
Savior LLC bought129 129 Goelzer Investment Management, Inc. no change 4,592
Patriot Investment Management Inc. 1%126 16,004 Berman Capital Advisors, LLC no change 4,760
Aptus Capital Advisors, LLC bought113 113 USCA RIA LLC no change 4,515
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought113 113 Leith Wheeler Investment Counsel Ltd. no change 4,335
TFG Advisers LLC bought103 103 Allen Investment Management LLC no change 4,313
SMITH, MOORE & CO. 1%95 17,373 Sequoia Financial Advisors, LLC no change 4,805
ASSOCIATED BANC-CORP 0%85 63,559 Actinver Wealth Management, Inc. no change 5,004
Evanson Asset Management, LLC 1%81 9,411 Weaver Consulting Group no change 6,805
Frisch Financial Group, Inc. 1%75 5,344 Ferris Capital, LLC no change 10,047
Coastal Investment Advisors, Inc. bought73 73 Dougherty Wealth Advisers LLC no change 5,882
Boltwood Capital Management 0%60 14,868 Livingston Group Asset Management CO (operating as Southport Capital Management) no change 5,550
Jacobi Capital Management LLC 1%59 8,858 FIERA SCEPTRE INC. no change 7,470
Chevy Chase Trust Holdings, Inc. 1%55 5,529 Roble, Belko & Company, Inc no change 11,862
Larson Financial Group LLC bought53 53 NIPPON LIFE INSURANCE CO no change 1,097,100
FULTON BANK, N.A. 0%51 19,359 National Mutual Insurance Federation of Agricultural Cooperatives no change 1,639,000
Kingfisher Capital LLC 1%43 5,336 Manchester Capital Management LLC no change 123,824
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1%37 5,819 Rockefeller Capital Management L.P. no change 296
AMERITAS INVESTMENT CORP 2%37 2,216 AMARILLO NATIONAL BANK no change 67,550
Sugarloaf Wealth Management, LLC bought36 36 M&R CAPITAL MANAGEMENT INC no change 30
Cedar Mountain Advisors, LLC bought34 34 Enterprise Trust & Investment Co no change 32
Endurance Wealth Management, Inc. 1%32 3,625 Biltmore Wealth Management, LLC no change 137,548
Granite Investment Advisors, Inc. 0%22 26,483 Marquette Asset Management Inc. no change 23,800
Gerber Kawasaki Wealth & Investment Management 0%21 4,639 Global Trust Asset Management, LLC no change 156
Global Wealth Management Investment Advisory, Inc. 1%14 1,079 LifePlan Financial Group, Inc no change 55
VALLEY NATIONAL ADVISERS INC bought12 12 WESTWOOD HOLDINGS GROUP INC no change 65,250
Joel Isaacson & Co., LLC 0%10 4,558 Bremer Bank National Association no change 40,035
PACIFIC SUN FINANCIAL CORP 0%10 5,875 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD no change 13,471
Shepherd Financial Partners LLC 0%10 12,576 Windham Capital Management, LLC no change 13,000
Bollard Group LLC 1%8 1,043 HUNTINGTON NATIONAL BANK no change 10,998
Squar Milner Financial Services LLC 0%5 1,798 ORLEANS CAPITAL MANAGEMENT CORP/LA no change 10,975
Legacy Advisors, LLC 0%5 29,443 Berkshire Money Management, Inc. no change 13,803
ATHENA CAPITAL ADVISORS LLC 0%4 24,668 Meristem, LLP no change 14,922
Founders Capital Management bought4 4 TEXAS PERMANENT SCHOOL FUND no change 39,224
Jaffetilchin Investment Partners, LLC 0%3 4,286 Lee Capital Holdings LLC no change 33,917
TRUSTCORE FINANCIAL SERVICES, LLC 0%2 794 Intellectus Partners, LLC no change 18,348
HARVEST GROUP WEALTH MANAGEMENT, LLC 0%2 763 GAMCO INVESTORS, INC. ET AL no change 15,000
GSB Wealth Management, LLC 1%2 245 Mathes Company, Inc. no change 10,325
FMR LLC 50%1 3 Meridian Wealth Advisors, LLC no change 4,120
HOWE & RUSLING INC 1%1 127 Lucia Wealth Services, LLC no change 2,800
Brand Asset Management Group, Inc. no change 3,000
BALDWIN BROTHERS INC/MA no change 484
Independence Bank of Kentucky no change 522
REILLY FINANCIAL ADVISORS, LLC no change 2,542
FFCM LLC no change 2,791
CITY HOLDING CO no change 3,102
Selective Wealth Management no change 3,288
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 341
Capital Bank & Trust Co no change 330
Pacific Wealth Strategies Group, Inc. no change 3,340
Moisand Fitzgerald Tamayo, LLC no change 350
SMITHFIELD TRUST CO no change 350
Bedel Financial Consulting, Inc. no change 2,302
Community Bank, N.A. no change 600
MOTCO no change 1,389
Vigilant Capital Management, LLC no change 1,313
EDMOND DE ROTHSCHILD HOLDING S.A. no change 1,440
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC no change 1,545
First National Bank of South Miami no change 1,740
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 1,220
Cascade Investment Advisors, Inc. no change 1,000
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 625
Perkins Coie Trust Co no change 600
Ironwood Wealth Management, llc no change 732
Front Row Advisors LLC no change 2,047
Cordasco Financial Network no change 968
FIRST MANHATTAN CO no change 318
Pacific Center for Financial Services no change 314
Semmax Financial Advisors Inc. no change 2
AUA CAPITAL MANAGEMENT, LLC no change 3,775
Patriot Financial Group Insurance Agency, LLC no change 12
Eukles Asset Management no change 13
CREATIVE FINANCIAL DESIGNS INC /ADV no change 34
HT Partners LLC no change 3,824
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD no change 3,851
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 1,713
Van Leeuwen & Company, LLC no change 4,161
CULLEN FROST BANKERS INC no change 1,220
Baldwin Investment Management, LLC no change 3,900
BRIDGER CAPITAL MANAGEMENT, LLC no change 3,868
Vishria Bird Financial Group, LLC no change 3,561
ENTERPRISE FINANCIAL SERVICES CORP no change 43
DELTA ASSET MANAGEMENT LLC/TN no change 191
SHINE INVESTMENT ADVISORY SERVICES INC no change 188
BOURGEON CAPITAL MANAGEMENT LLC no change 299
Bell Rock Capital LLC no change 300
RPG Investment Advisory, LLC no change 305
TRUEWEALTH LLC no change 150
Newport Wealth Strategies, Inc. no change 3,495
WEBSTER BANK, N. A. no change 60
D'Orazio & Associates, Inc. no change 59
Tortoise Investment Management, LLC no change 64
SALEM INVESTMENT COUNSELORS INC no change 100
MCMILLION CAPITAL MANAGEMENT INC no change 120
LYNCH & ASSOCIATES/IN no change 4,225
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