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STOCK TICKER:
CONSUMER DIS SS SPDR   (ticker: XLY)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 100
0 100 100
Current Holdings: 213,274,282
Previous Holdings: 83,388,888
Change: 155.76%
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)
Moneda S.A. Administradora General de Fondos 1,405,325%114,295,119 114,303,252 BANK OF AMERICA CORP /DE/ 6%1,784,908 26,352,502
MORGAN STANLEY bought4,232,199 4,232,199 Candlestick Capital Management LP 60%600,000 400,000
EXCHANGE TRADED CONCEPTS, LLC bought748,790 748,790 CITADEL ADVISORS LLC (Kenneth C. Griffin) sold590,100 0
UBS Group AG 21%713,874 4,078,496 TWO SIGMA INVESTMENTS LLC 31%356,560 802,540
J P MORGAN CHASE & CO 41%643,287 2,210,505 JANE STREET GROUP, LLC 7%292,481 3,883,400
ROYAL BANK OF CANADA 62%629,574 1,649,651 Forward Management, LLC 53%190,044 165,426
Janney Montgomery Scott LLC 59%575,051 1,542,965 WELLS FARGO & CO/MN 4%160,548 4,178,434
CITIGROUP INC 103%518,256 1,019,818 Swan Wealth Advisors, Inc. 11%129,795 1,014,446
Marshall Wace LLP bought463,938 463,938 NOMURA HOLDINGS INC 81%126,800 30,000
BB&T CORP 56%461,542 1,287,264 Tradewinds Capital Management, LLC 100%120,517 367
STATE STREET CORP 92%456,137 950,780 BROADMARK ASSET MANAGEMENT LLC 55%118,794 95,469
RiverFront Investment Group, LLC bought446,197 446,197 Elliott Investment Management L.P. sold100,000 0
NATIXIS bought350,007 350,007 TD ASSET MANAGEMENT INC 40%98,000 150,000
RAYMOND JAMES & ASSOCIATES 45%347,846 1,123,258 Sage Advisory Services, Ltd.Co. sold93,437 0
Susquehanna International Group, LLP 9%307,896 3,627,545 AlphaStar Capital Management, LLC 99%81,722 1,219
TWO SIGMA ADVISERS, LLC 24%266,800 1,383,000 PFS INVESTMENTS INC. sold77,314 0
AMERIPRISE FINANCIAL INC 17%243,930 1,717,026 MILLENNIUM MANAGEMENT LLC 13%63,529 433,800
WestEnd Advisors, LLC 64%238,080 612,701 UNITED CAPITAL FINANCIAL ADVISERS,INC. 64%61,907 34,112
BANK OF MONTREAL /CAN/ 130%194,700 344,745 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 31%52,226 116,537
CREDIT SUISSE/ 251%189,249 264,656 Fullerton Fund Management Co Ltd 22%51,024 181,733
Qube Research & Technologies Ltd 267%178,968 246,039 FDx Advisors, Inc. 91%48,511 4,761
HAP Trading, LLC bought168,798 168,798 TEMASEK HOLDINGS (PRIVATE) LTD 30%45,085 106,595
LPL Financial CORP 16%165,010 1,190,735 MT LUCAS MANAGEMENT CORP 43%43,865 59,187
Sumitomo Mitsui Trust Holdings, Inc. bought161,000 161,000 TWO SIGMA SECURITIES, LLC sold43,600 0
Capula Management Ltd bought153,600 153,600 H D Vest Advisory Services 74%32,417 11,598
Foundations Investment Advisors, LLC bought148,454 148,454 Hilltop Holdings Inc. 89%31,265 3,983
MEITAV DASH INVESTMENTS LTD 1,666%146,363 155,150 Rokos Capital Management LLP 4%28,700 791,300
WOLVERINE TRADING, LLC 43%137,279 455,579 Jump Financial, LLC sold24,127 0
PMFM Inc. bought135,540 135,540 MANUFACTURERES LIFE INSURANCE CO sold23,627 0
HRT FINANCIAL LLC bought131,735 131,735 HSBC HOLDINGS PLC sold22,632 0
Psagot Investment House Ltd. bought129,244 129,244 Blue Creek Investment Partners, LLC 85%20,982 3,775
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 20%128,086 755,252 Brookstone Capital Management 55%19,911 16,514
CHURCHILL MANAGEMENT GROUP /CA/ 10%115,880 1,249,852 SUNRISE PARTNERS LLC /CT 32%19,178 39,867
Financial Advocates Investment Management 1,298%102,382 110,272 BARCLAYS PLC sold19,000 0
Twin Tree Management, LP bought99,902 99,902 Arrow Investment Advisors, LLC 36%18,877 33,440
Oakworth Capital, Inc. 2,027%91,430 95,941 Cutler Group LP 18%18,700 86,300
MAVEN SECURITIES Ltd bought87,783 87,783 PUTNAM INVESTMENTS LLC 17%16,966 83,274
Raymond James Financial Services Advisors, Inc. 16%82,458 594,727 Silversage Advisors sold16,581 0
Astor Investment Management LLC bought65,288 65,288 Texas Capital Bank Wealth Management Services Inc sold16,054 0
SG Americas Securities, LLC 51%65,072 193,586 Trexquant Investment LP 85%15,393 2,730
GeoWealth Management, LLC 488%61,277 73,843 Tibra Equities Europe Ltd sold14,849 0
Walleye Trading LLC 1,494%59,772 63,772 Sabal Trust CO sold14,423 0
Grant/GrossMendelsohn, LLC bought56,245 56,245 Newfound Research LLC sold14,213 0
COMMONWEALTH EQUITY SERVICES, LLC. 18%55,096 363,293 Personal Capital Advisors Corp 83%14,114 2,918
Proquility Private Wealth Partners, LLC bought53,855 53,855 Verition Fund Managegment LLC sold14,000 0
QUATTRO FINANCIAL ADVISORS LLC 153%51,873 85,813 MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) sold13,500 0
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD bought51,537 51,537 Mechanics Bank Trust Department 98%12,800 307
Smart Portfolios, LLC bought48,994 48,994 Atlanta Capital Group sold11,417 0
Financial Enhancement Group LLC bought47,265 47,265 Hanlon Investment Management, Inc. 13%10,440 70,152
Rye Brook Capital LLC bought45,900 45,900 MIRABELLA FINANCIAL SERVICES LLP sold10,092 0
Beaumont Capital Management, LLC bought45,880 45,880 OLD MISSION CAPITAL LLC 39%9,978 15,298
COUNTRY TRUST BANK bought43,295 43,295 Koshinski Asset Management, Inc. sold9,556 0
Strategic Wealth Advisors Group,Inc. 218%42,452 61,933 Squarepoint Ops LLC 79%9,265 2,476
GRIMES & COMPANY, INC. 77%42,345 97,666 Migdal Insurance & Financial Holdings Ltd. 1%8,855 648,645
BBVA USA BANCSHARES INC 339%41,387 53,585 CX Institutional 14%8,207 48,845
ExodusPoint Capital Management, LP bought40,771 40,771 WESTWOOD HOLDINGS GROUP INC 74%8,110 2,796
Kestra Advisory Services, LLC 251%38,430 53,762 TRANSCEND WEALTH COLLECTIVE, LLC 26%7,932 22,942
Fisher Asset Management, LLC(Kenneth L. Fisher) 10%38,383 426,594 Renaissance Technologies(Jim Simons) 13%7,791 50,909
Ciovacco Capital Management LLC bought38,120 38,120 Private Advisor Group, LLC 11%7,555 60,268
Financial Network 43%38,020 126,343 BENJAMIN F. EDWARDS & COMPANY, INC. 9%7,085 73,899
Advisory Alpha, LLC 4,354%37,880 38,750 Venturi Wealth Management, LLC 26%6,897 19,996
Friedenthal Financial bought35,102 35,102 Aprio Wealth Management, LLC sold6,471 0
Edgestream Partners, L.P. bought33,970 33,970 Salomon & Ludwin, LLC 6%6,290 101,902
Gladius Capital Management LP 40%33,415 116,863 Nelson Roberts Investment Advisors, LLC 35%6,085 11,153
Diversified, LLC bought32,498 32,498 NORTHERN TRUST CORP 2%5,867 246,001
Florin Court Capital LLP 53%32,000 92,200 ARROW FINANCIAL CORP sold5,826 0
Camarda Financial Advisors, LLC bought30,398 30,398 LINCOLN NATIONAL CORP 58%5,521 4,044
Vestmark Advisory Solutions, Inc. 72%28,710 68,555 Anfield Capital Management, LLC sold5,447 0
J. Goldman & Co LP bought27,952 27,952 Alpine Partners VI, LLC sold5,432 0
Bartlett & Co. LLC bought27,031 27,031 FIL Ltd 16%5,325 27,749
Emerald Investment Partners, LLC 5,670%26,817 27,290 MURPHY CAPITAL MANAGEMENT INC 3%5,310 164,514
Keebeck Alpha, LP 179%26,514 41,291 National Asset Management, Inc. 27%5,197 13,764
Ascent Wealth Partners, LLC 92%26,509 55,326 FLOW TRADERS U.S. LLC 19%4,995 21,265
Symmetry Partner, LLC 128%25,233 44,961 Harvest Investment Services, LLC sold4,683 0
Mirae Asset Global Investments Co., Ltd. 6%24,810 461,960 Callan Capital, LLC 12%4,557 33,533
Cetera Investment Advisers 247%24,805 34,861 Concorde Asset Management, LLC sold4,497 0
Pinz Capital Management, LP bought22,900 22,900 Goodman & Company, Investment Counsel Ltd. 53%4,190 3,703
BTG Pactual Global Asset Management Ltd bought22,500 22,500 BCJ Capital Management, LLC 11%4,119 33,498
ATRIA INVESTMENTS LLC 51%22,200 65,855 6 Meridian 34%4,108 7,974
USCA RIA LLC 89%21,768 46,206 Voya Financial Advisors, Inc. 21%4,043 14,895
Aspire Private Capital, LLC 104%21,454 42,156 Man Group plc 60%3,909 2,630
AlphaMark Advisors, LLC 9,146%20,945 21,174 Veritable, L.P. 4%3,899 87,161
Cadent Capital Advisors, LLC bought20,719 20,719 Bangor Savings Bank 21%3,709 14,062
Centennial Wealth Advisory LLC bought19,691 19,691 Ledyard National Bank 14%3,691 22,859
Bellwether Advisors, LLC bought18,310 18,310 Sepio Capital, LLC sold3,479 0
MAINSTAY CAPITAL MANAGEMENT LLC /ADV bought18,126 18,126 STRATEGIC WEALTH MANAGEMENT INC /ADV 9%3,423 34,503
Mutual Advisors, LLC 25%17,907 89,801 Rampart Investment Management Company, LLC sold3,386 0
Zurich Insurance Group Ltd/FI 25%17,621 88,186 TBH Global Asset Management, LLC sold3,097 0
MML INVESTORS SERVICES, LLC 14%17,336 141,126 CHEMUNG CANAL TRUST CO 16%3,079 15,793
Atom Investors LP bought17,162 17,162 Soltis Investment Advisors LLC 22%3,060 10,992
Green Harvest Asset Management LLC bought17,117 17,117 Meridian Wealth Advisors, LLC sold3,010 0
Oscan Associates Inc. bought17,090 17,090 BROWN ADVISORY HOLDINGS INC sold2,945 0
HARRELL INVESTMENT PARTNERS, LLC 54%16,840 47,932 Sandy Spring Bank 7%2,936 38,832
AE Wealth Management LLC 18%16,056 106,902 CWM, LLC 6%2,866 48,510
Strategic Wealth Designers bought15,768 15,768 JNB Advisors LLC 4%2,837 60,214
Constitution Capital LLC bought14,853 14,853 Eqis Capital Management, Inc. 41%2,789 3,981
Black Swift Group, LLC bought14,500 14,500 MARTIN & CO INC /TN/ 3%2,625 98,979
1607 Capital Partners, LLC bought14,400 14,400 CAPITAL ONE FINANCIAL CORP 28%2,410 6,345
Sigma Planning Corp 42%14,144 47,703 California Capital Advisors, Inc. 29%2,377 5,782
Multi-Financial Securities Corp 59%13,779 37,314 Winfield Associates, Inc. 14%2,315 14,070
First National Bank of Hutchinson bought13,738 13,738 CONFLUENCE INVESTMENT MANAGEMENT LLC 8%2,271 25,678
PEAPACK GLADSTONE FINANCIAL CORP 31%13,353 55,769 FIRST UNITED BANK TRUST/ 31%2,160 4,715
AFFINITY WEALTH MANAGEMENT 15%13,259 102,741 RMR Wealth Builders sold2,087 0
Providence First Trust Co 187%13,118 20,140 PACIFIC FINANCIAL GROUP INC sold2,007 0
LUCAS CAPITAL MANAGEMENT bought13,057 13,057 APPLETON GROUP WEALTH MANAGEMENT LLC sold1,977 0
Equitable Holdings, Inc. 30%11,783 50,849 SIMPLEX TRADING, LLC 93%1,904 135
Meridian Wealth Management, LLC bought11,764 11,764 CAMBRIDGE TRUST CO sold1,822 0
Cornerstone Wealth Group, LLC bought11,423 11,423 Quaker Wealth Management, LLC sold1,818 0
REGIONS FINANCIAL CORP bought11,412 11,412 NOVARE CAPITAL MANAGEMENT LLC 4%1,815 45,160
Susquehanna International Group Ltd. bought10,892 10,892 Gilman Hill Asset Management, LLC sold1,800 0
IEQ CAPITAL, LLC 429%10,705 13,200 Donald L. Hagan, LLC 15%1,790 10,145
XR Securities LLC bought10,409 10,409 EP Wealth Advisors, Inc. 5%1,763 32,220
SkyOak Wealt, LLC 44%10,069 32,751 OPPENHEIMER ASSET MANAGEMENT INC sold1,748 0
Prospera Financial Services 75%10,005 23,414 KING LUTHER CAPITAL MANAGEMENT CORP sold1,701 0
IFP Advisors, Inc bought9,985 9,985 Streettalk Advisors, LLC 49%1,691 1,774
Lido Advisors, LLC 7%9,877 150,986 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 22%1,679 5,833
Canton Hathaway, LLC bought9,721 9,721 Renaissance Investment Group LLC sold1,653 0
J.W. COLE ADVISORS, INC. 99%9,410 18,955 CenterStar Asset Management, LLC 30%1,570 3,707
Kore Private Wealth LLC 24%9,399 48,552 United Asset Strategies, Inc. 5%1,537 29,487
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 12%9,272 85,780 55I, LLC 8%1,513 18,038
Terra Nova Asset Management LLC bought9,021 9,021 SIGMA INVESTMENT COUNSELORS INC sold1,509 0
HOWARD CAPITAL MANAGEMENT bought8,886 8,886 JEFFERIES GROUP INC /DE/ sold1,500 0
ENVESTNET ASSET MANAGEMENT INC 2%8,832 490,684 Full Sail Capital, LLC 2%1,470 84,349
Belpointe Asset Management LLC bought8,813 8,813 CADINHA & CO LLC 10%1,415 12,100
AMERITAS INVESTMENT CORP 206%8,716 12,951 GLENMEDE TRUST CO NA 6%1,362 22,429
Shulman DeMeo Asset Management LLC 597%8,603 10,045 Royal Harbor Partners, LLC 8%1,306 15,768
Cooper Financial Group bought8,539 8,539 Keebeck Wealth Management, LLC 1%1,300 90,646
TrinityPoint Wealth, LLC 68%8,407 20,809 Orion Portfolio Solutions, LLC 3%1,270 37,479
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 100%8,403 16,826 Valeo Financial Advisors, LLC 12%1,253 8,829
PETERSON WEALTH MANAGEMENT 190%8,189 12,498 Sailer Financial LLC 38%1,169 1,923
Fieldpoint Private Securities, LLC bought8,035 8,035 Steward Partners Investment Advisory, LLC 2%1,141 45,018
Parallel Advisors, LLC bought8,012 8,012 SVA Plumb Wealth Management, LLC 7%1,079 13,329
SPRINGBOK CAPITAL MANAGEMENT, LLC 364%8,000 10,200 OLD NATIONAL BANCORP /IN/ 1%1,063 204,106
Goss Wealth Management LLC 122%7,848 14,257 Dorsey Wright & Associates 7%1,062 13,797
BABSON CAPITAL MANAGEMENT LLC bought7,818 7,818 US BANCORP DE 0%1,035 348,952
FIRST HORIZON NATIONAL CORP bought7,506 7,506 Manchester Capital Management LLC 31%1,025 2,325
Farmers & Merchants Trust Co of Chambersburg PA 3,735%7,470 7,670 SeaCrest Wealth Management, LLC 41%1,015 1,470
Winton Capital Group Ltd 5%7,283 146,134 Amerivest Investment Management LLC 1%993 78,236
DRW Securities, LLC bought7,246 7,246 Dynamic Advisors Solutions LLC 11%982 7,898
Galvin, Gaustad & Stein, LLC bought7,087 7,087 WEDBUSH MORGAN SECURITIES INC 16%976 5,200
SCHAFER CULLEN CAPITAL MANAGEMENT INC bought7,069 7,069 Wealthcare Advisory Partners LLC 41%949 1,373
Laidlaw Wealth Management LLC 129%7,006 12,417 Founders Financial Alliance, LLC 98%935 15
LifePro Asset Management bought6,956 6,956 Plante Moran Financial Advisors Ltd Partnership 81%933 222
Summit Place Financial Advisors, LLC bought6,735 6,735 Capital Planning Advisors, LLC 3%926 32,141
Source Financial Advisors LLC bought6,706 6,706 AdvisorNet Financial, Inc 18%910 4,220
HighTower Advisors, LLC 4%6,663 192,187 SPINNAKER TRUST 1%880 137,736
San Luis Wealth Advisors LLC bought6,560 6,560 Stratos Wealth Partners, LTD. 4%833 20,795
Atlantic Trust Group, LLC bought6,525 6,525 Granite Investment Advisors, Inc. 3%813 24,880
CITY HOLDING CO 93%6,440 13,393 Boltwood Capital Management 5%800 14,880
GM Advisory Group, Inc. 7%6,337 102,878 NEXT Financial Group, Inc 42%799 1,086
KESTRA PRIVATE WEALTH SERVICES, LLC bought6,318 6,318 MV Capital Management, Inc. 57%793 592
Arete Wealth Advisors, LLC bought6,302 6,302 Worth Venture Partners, LLC 22%773 2,755
THRIVENT FINANCIAL FOR LUTHERANS 74%6,036 14,238 CAPITAL INSIGHT PARTNERS, LLC 3%766 21,452
qPULA Trading Management LP bought5,800 5,800 Tamar Securities, LLC 4%741 19,387
CAPTRUST FINANCIAL ADVISORS 171%5,732 9,091 Aptus Capital Advisors, LLC 61%723 459
Trust Co 22%5,643 31,329 Sowell Financial Services LLC 5%712 14,776
Arkadios Wealth Advisors 1,051%5,604 6,137 Horan Securities, Inc. 87%694 101
TOMPKINS FINANCIAL CORP 895%5,521 6,138 BALDWIN BROTHERS INC/MA 19%670 2,770
MAI Wealth Advisors bought5,457 5,457 Fulcrum Equity Management 11%660 5,415
Purus Wealth Management, LLC bought5,232 5,232 FIFTH THIRD BANCORP 2%653 27,449
BLAIR WILLIAM & CO/IL 29%5,173 23,182 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 91%642 63
PRUDENTIAL FINANCIAL INC 123%5,111 9,261 CARY STREET PARTNER INVESTMENT ADVISORY LLC sold633 0
Ergoteles LLC bought5,032 5,032 Heartwood Wealth Advisors LLC 3%633 18,463
High Falls Advisors, Inc bought4,925 4,925 Pathstone Family Office, LLC 1%632 69,908
swisspartners Advisors Ltd 6%4,900 80,370 Nachman Norwood & Parrott, Inc sold627 0
Rockefeller Capital Management L.P. 6%4,887 85,656 NAVELLIER & ASSOCIATES INC 6%621 9,574
WAGNER CAPITAL MANAGEMENT CORP 9%4,878 60,006 ASSOCIATED BANC-CORP 2%621 26,848
Blue Chip Partners, Inc. bought4,754 4,754 Livingston Group Asset Management CO (operating as Southport Capital Management) 13%619 4,011
Bruderman Asset Management, LLC 40%4,737 16,493 Capital Analysts, Inc. 61%618 394
Lumature Wealth Partners, LLC bought4,700 4,700 RMB Capital Management, LLC 11%600 4,735
MMA ASSET MANAGEMENT LLC bought4,646 4,646 PROFFITT & GOODSON INC 4%583 14,232
NEVILLE RODIE & SHAW INC 4%4,570 125,149 Main Management ETF Advisors, LLC 0%570 211,470
DONALDSON CAPITAL MANAGEMENT, LLC bought4,552 4,552 Hall Kathryn A. 4%570 12,662
Bank Julius Baer & Co. Ltd, Zurich 150%4,537 7,565 Buckingham Asset Management, LLC 13%550 3,797
Clear Creek Financial Management, LLC bought4,529 4,529 VISTA INVESTMENT MANAGEMENT 12%525 4,004
MITCHELL SINKLER & STARR/PA 143%4,280 7,270 Stonebridge Capital Advisors LLC sold500 0
Ensign Peak Advisors, Inc 4%4,258 113,201 FRANKLIN RESOURCES INC 14%490 3,051
Beaumont Financial Partners, LLC 67%4,150 10,329 FIRST MIDWEST BANK TRUST DIVISION 1%486 34,582
Financial Architects, Inc 196%4,144 6,257 Archford Capital Strategies, LLC 9%479 5,047
Birchcreek Wealth Management, LLC bought4,100 4,100 Biltmore Wealth Management, LLC 0%461 104,112
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 173%3,852 6,084 Northwest Bancshares, Inc. 19%460 2,001
Creative Planning 13%3,803 32,895 CAPROCK Group, Inc. 4%444 10,274
Oxler Private Wealth LLC bought3,785 3,785 Cascadia Advisory Services, LLC 3%437 15,002
Strategic Investment Advisors / MI 102%3,756 7,456 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 13%429 2,895
CFG Asset Management LLC 14%3,746 31,209 AMG National Trust Bank 2%421 18,769
Phoenix Holdings Ltd. bought3,744 3,744 Burns Wealth Management, Inc. 11%412 3,243
Brown Miller Wealth Management, LLC bought3,695 3,695 BKD Wealth Advisors, LLC 2%407 18,288
Prestige Wealth Management Group LLC 779%3,646 4,114 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 32%404 877
Kaizen Financial Strategies bought3,566 3,566 ALPS ADVISERS INC 0%400 95,262
Altshuler Shaham Ltd 38%3,549 12,837 OPTIMUM INVESTMENT ADVISORS 24%400 1,294
Lowe fs, LLC 2,047%3,480 3,650 Country Club Trust Company, n.a. 5%395 8,260
DEUTSCHE BANK AG 121%3,306 6,047 Mount Yale Investment Advisors, LLC 3%381 11,232
Round Rock Advisors, LLC bought3,231 3,231 Gyroscope Capital Management Group, LLC 3%381 11,199
Capital Financial Planning, LLC 6%3,122 53,552 Moors & Cabot, Inc. 12%380 2,838
FIRST MERCHANTS CORP 9%3,104 39,467 Chevy Chase Trust Holdings, Inc. 17%375 1,800
ROWLAND CARMICHAEL ADVISORS INC /ADV bought3,064 3,064 First Heartland Consultants, Inc. 8%353 4,305
BANK HAPOALIM BM 11%3,013 30,650 Private Wealth Advisors, Inc. 9%352 3,458
SCHMEIDLER A R & CO INC 10%2,919 32,029 SECURITY NATIONAL TRUST CO 14%350 2,147
STEPHENS INC /AR/ 12%2,912 27,074 NBT BANK N A /NY 3%350 11,624
InTrack Investment Management Inc bought2,888 2,888 CEDAR CAPITAL, LLC 10%346 3,196
West Financial Advisors, LLC bought2,887 2,887 WAYNE HUMMER ASSET MANAGEMENT CO 2%338 18,111
Pinnacle Advisory Group, Inc. 1%2,886 562,218 River Wealth Advisors LLC 10%333 3,162
Center For Asset Management LLC bought2,864 2,864 Capital Investment Advisors, LLC 1%331 40,585
Strategic Advisors LLC 42%2,857 9,651 MONTAG A & ASSOCIATES INC 10%325 2,903
Laurel Wealth Advisors, Inc. bought2,825 2,825 FIRST NATIONAL TRUST CO 4%310 8,337
QUEST CAPITAL MANAGEMENT INC /ADV bought2,773 2,773 OPPENHEIMER & CO INC 1%309 30,909
BAKER TILLY FINANCIAL, LLC bought2,695 2,695 AMERICAN CENTURY COMPANIES INC 4%302 7,449
United Bank bought2,689 2,689 HALLMARK CAPITAL MANAGEMENT INC 11%298 2,313
3D ASSET MANAGEMENT INC bought2,656 2,656 Baystate Wealth Management LLC 66%296 152
Executive Wealth Management, LLC bought2,558 2,558 Ayalon Holdings Ltd. 0%295 85,214
PINNACLE FINANCIAL PARTNERS INC 746%2,521 2,859 FIRST HAWAIIAN BANK 14%272 1,633
NOMURA ASSET MANAGEMENT CO LTD 61%2,500 6,600 First Allied Advisory Services, Inc. 2%271 13,637
KCM INVESTMENT ADVISORS LLC 1%2,462 173,216 FULTON BANK, N.A. 16%262 1,425
BENJAMIN EDWARDS INC bought2,459 2,459 Ten Capital Wealth Advisors, LLC 1%261 43,362
Change Path, LLC bought2,454 2,454 TNB Financial 5%256 5,239
FIFTH THIRD SECURITIES, INC. bought2,379 2,379 TRUSTCORE FINANCIAL SERVICES, LLC 14%255 1,576
Vontobel Holding Ltd. bought2,264 2,264 Kynikos Associates LP 4%253 5,716
NORTHERN OAK CAPITAL MANAGEMENT INC 419%2,254 2,792 Sterling Investment Management, Inc. 7%238 3,176
Harel Insurance Investments & Financial Services Ltd. 0%2,220 593,452 Graves-Light Private Wealth Management, Inc. 15%229 1,336
FLAGSHIP HARBOR ADVISORS, LLC 58%2,199 5,962 Main Management LLC 0%227 108,183
LAKE STREET FINANCIAL LLC bought2,182 2,182 FMR LLC 98%222 4
Insight Advisors, LLC/ PA bought2,108 2,108 COLONY GROUP LLC 5%216 4,086
Strategic Financial Group, LLC 52%2,081 6,102 Beacon Pointe Advisors, LLC 3%206 5,872
RAYMOND JAMES TRUST CO 39%2,072 7,411 JFS WEALTH ADVISORS, LLC sold204 0
Sawtooth Asset Management, Inc. 2%2,041 103,282 Mattern Wealth Management LLC 4%203 5,129
Granite Springs Asset Management LLC bought2,010 2,010 Miracle Mile Advisors, LLC 8%200 2,442
Allegiant Private Advisors, LLC bought1,951 1,951 EPG Wealth Management LLC 3%196 5,659
Patten Group, Inc. bought1,937 1,937 BUTENSKY & COHEN FINANCIAL SECURITY, INC 2%194 11,509
GIRARD PARTNERS LTD. bought1,928 1,928 Carroll Financial Associates, Inc. 10%191 1,738
Modera Wealth Management, LLC bought1,903 1,903 Linscomb & Williams, Inc. 6%185 3,014
Accretive Wealth Partners, LLC bought1,897 1,897 ROPES WEALTH ADVISORS LLC 21%182 693
MAGNOLIA CAPITAL ADVISORS LLC 581%1,883 2,207 D.B. Root & Company, LLC 2%175 10,161
Regal Investment Advisors, LLC bought1,835 1,835 BRANDYWINE OAK PRIVATE WEALTH LLC 1%175 23,083
GSA CAPITAL PARTNERS LLP bought1,799 1,799 Weaver Consulting Group sold175 0
Delta Investment Management, LLC bought1,791 1,791 Madden Advisory Services, Inc. 3%174 5,757
DOHENY ASSET MANAGEMENT /CA bought1,770 1,770 Jackson, Grant Investment Advisers, Inc. 1%170 25,659
HoyleCohen, LLC 64%1,766 4,537 PLIMOTH TRUST CO LLC 2%152 9,336
Csenge Advisory Group 21%1,754 10,046 Windsor Capital Management, LLC 1%145 13,629
ATTICUS WEALTH MANAGEMENT, LLC 4%1,748 42,142 Hanson McClain, Inc. 20%139 540
Evolution Wealth Advisors, LLC 5%1,742 35,018 Acropolis Investment Management, LLC 12%138 974
WEALTHSOURCE PARTNERS, LLC bought1,723 1,723 BDO Wealth Advisors, LLC 11%136 1,104
Stelac Advisory Services LLC bought1,720 1,720 Diligent Investors, LLC 9%130 1,270
Lavaca Capital LLC bought1,700 1,700 FFCM LLC 0%129 179,045
IHT Wealth Management, LLC 7%1,700 24,383 TSFG, LLC 3%125 3,824
US FINANCIAL ADVISORS, LLC bought1,688 1,688 TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 8%124 1,436
Integrated Wealth Concepts LLC 19%1,656 10,372 CENTRAL BANK & TRUST CO 1%119 17,665
Principle Wealth Partners LLC bought1,644 1,644 Golden State Wealth Management, LLC 2%118 5,904
Journey Advisory Group, LLC bought1,633 1,633 CYPRESS CAPITAL MANAGEMENT LLC 1%115 11,143
Bank of New York Mellon CORP 4%1,544 36,281 Krilogy Financial LLC 0%112 22,550
RFG Advisory Group, LLC bought1,544 1,544 MOTCO 56%112 88
Outlook Wealth Advisors, LLC bought1,505 1,505 Stonebridge Financial Planning Group, LLC 1%110 19,854
DIMENSION CAPITAL MANAGEMENT PARTNERS 77%1,502 3,462 Head & Associates, LLC 5%108 1,947
Intercontinental Wealth Advisors, LLC bought1,500 1,500 Evercore Wealth Management, LLC 2%107 7,000
SCOTIA CAPITAL INC. 17%1,480 9,951 Total Clarity Wealth Management, Inc. 3%100 3,453
Vigilare Wealth Management bought1,473 1,473 SYM FINANCIAL CORPORATION 9%99 1,053
GREAT VALLEY ADVISOR GROUP, INC. 8%1,470 19,254 Wunderlich Securities, Inc. 1%94 18,029
Parker Investment Management, LLC bought1,445 1,445 Ironwood Wealth Management, llc 2%91 5,090
Dynamic Technology Lab Private Ltd bought1,436 1,436 IFG Advisory, LLC 1%89 6,248
9258 Wealth Management, LLC 43%1,419 4,683 Community Bank, N.A. 5%84 1,580
Aurora Private Wealth, Inc. bought1,395 1,395 PERSONAL CFO SOLUTIONS, LLC 1%84 7,228
Vivaldi Capital Management, LLC bought1,376 1,376 Ifrah Financial Services, Inc. 2%76 3,004
Argent Trust Co 92%1,373 2,866 Spectrum Management Group, Inc. 0%71 65,367
Novak Financial Planning, LLC bought1,365 1,365 MERCER GLOBAL ADVISORS INC /ADV 3%70 2,139
Accuvest Global Advisors 31%1,361 5,815 DOCK STREET ASSET MANAGEMENT INC 5%70 1,328
Private Portfolio Partners LLC bought1,358 1,358 Chesapeake Wealth Management 1%69 11,017
Private Wealth Partners, LLC bought1,356 1,356 Hartland & Co., LLC 21%65 239
180 WEALTH ADVISORS, LLC bought1,349 1,349 Iowa State Bank 4%65 1,688
Redhawk Wealth Advisors, Inc. 5%1,345 31,189 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1%61 4,790
FineMark National Bank & Trust bought1,334 1,334 EDMOND DE ROTHSCHILD HOLDING S.A. 50%60 60
Biltmore Capital Advisors LLC bought1,332 1,332 HM PAYSON & CO sold60 0
Engrave Wealth Partners LLC 6%1,330 25,468 Landsberg, Bennett, & Dubbaneh LLC 3%59 2,050
BESSEMER GROUP INC bought1,326 1,326 Allred Capital Management, LLC 1%57 7,102
Sargent Investment Group, LLC bought1,323 1,323 DOWLING & YAHNKE INC 3%55 1,792
Resource Management, LLC bought1,317 1,317 Bay Rivers Group 0%54 19,691
Broadleaf Partners, LLC bought1,316 1,316 HBK Sorce Advisory LLC 3%51 1,501
Greenline Partners, LLC bought1,308 1,308 BOURGEON CAPITAL MANAGEMENT LLC 29%50 120
ALBION FINANCIAL GROUP /UT bought1,281 1,281 Montecito Bank & Trust 1%50 9,051
QUANTLAB CAPITAL MANAGEMENT LTD bought1,272 1,272 Capital Investment Advisory Services, LLC 12%47 359
Lee Capital Holdings LLC bought1,272 1,272 Laurel Wealth Advisors LLC 3%46 1,456
WealthBridge Capital Management, LLC bought1,267 1,267 FAGAN ASSOCIATES, INC. 2%45 2,482
Claro Advisors LLC bought1,265 1,265 People's United Financial, Inc. 1%43 6,579
Janney Capital Management LLC bought1,264 1,264 Rockbridge Investment Management, LCC 26%42 120
Aries Wealth Management bought1,254 1,254 GPM Growth Investors, Inc. 1%36 4,939
LBMC INVESTMENT ADVISORS, LLC bought1,250 1,250 FINANCIAL COUNSELORS INC 0%36 30,685
Bay Harbor Wealth Management, LLC 42%1,245 4,216 DF DENT & CO INC 2%35 1,431
L & S Advisors Inc 46%1,230 3,882 PACIFIC SUN FINANCIAL CORP 2%34 1,978
Gerber Kawasaki Wealth & Investment Management 3%1,211 42,992 MEEDER ASSET MANAGEMENT INC 62%33 20
Capstone Triton Financial Group, LLC bought1,207 1,207 Windsor Group LTD 2%32 1,941
True Link Financial Advisors, LLC bought1,205 1,205 STOCK YARDS BANK & TRUST CO 2%31 1,888
Colonial River Wealth Management, LLC bought1,198 1,198 CHICAGO TRUST Co NA 2%31 2,003
Loveless Wealth Management LLC 10%1,175 12,952 JOHNSON INVESTMENT COUNSEL INC 0%29 11,734
LEVEL FOUR ADVISORY SERVICES, LLC 28%1,140 5,236 Jacobi Capital Management LLC 1%29 3,984
Sage Capital Advisors,llc 48%1,122 3,445 Carnick & Kubik Group, LLC 1%26 2,678
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16%1,113 7,874 Semmax Financial Advisors Inc. 43%25 33
M&T BANK CORP 16%1,108 8,230 Independence Advisors, LLC 4%24 600
Tower Research Capital LLC 2,033%1,098 1,152 Richard Bernstein Advisors LLC sold24 0
Lebenthal Global Advisors, LLC bought1,095 1,095 FCA CORP /TX 0%22 40,747
Aveo Capital Partners, LLC 18%1,087 7,021 Loudon Investment Management, LLC 1%21 2,058
PEOPLES FINANCIAL SERVICES CORP. bought1,085 1,085 TELEMUS CAPITAL, LLC 1%20 2,998
USA Financial Portformulas Corp bought1,043 1,043 Capital Asset Advisory Services LLC 5%19 337
Sheaff Brock Investment Advisors, LLC 29%1,030 4,623 Lindbrook Capital, LLC 9%18 185
Lucia Wealth Services, LLC bought1,030 1,030 HIGHLAND CAPITAL MANAGEMENT CORP 1%15 1,631
Valmark Advisers, Inc. 28%1,007 4,611 KANAWHA CAPITAL MANAGEMENT LLC 0%11 6,999
RWM Asset Management, LLC bought1,000 1,000 RESOURCES MANAGEMENT CORP /CT/ /ADV 1%10 1,133
BerganKDV Wealth Management, LLC bought1,000 1,000 CULLEN FROST BANKERS INC 0%10 2,620
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10%961 10,239 Atlas Private Wealth Advisors 14%8 50
JAMES INVESTMENT RESEARCH INC bought955 955 Pensionmark Financial Group, LLC 0%6 2,276
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2%950 41,475 WHITTIER TRUST CO OF NEVADA INC 0%6 5,685
Vigilant Capital Management, LLC bought921 921 First National Bank of South Miami 0%6 1,521
Cribstone Capital Management, LLC 4%909 25,582 BFSG, LLC 0%5 2,157
Marquette Asset Management Inc. 6%900 15,400 Larson Financial Group LLC 15%3 17
Bernardo Wealth Planning LLC 23%882 4,696 Visionary Wealth Advisors 0%2 1,907
PROEQUITIES, INC. 9%875 10,552 CHILTON CAPITAL MANAGEMENT LLC 0%1 5,316
Mariner Wealth Advisors, LLC 4%860 21,654 Sound Income Strategies, LLC no change 77
Western Wealth Management, LLC 16%857 6,129 HC FINANCIAL ADVISORS INC no change 73
Robertson Stephens Wealth Management, LLC 4%853 20,758 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC no change 82
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 3%841 32,543 Pacifica Partners Inc. no change 100
Inscription Capital, LLC 27%840 3,927 FIRST MANHATTAN CO no change 110
PARK AVENUE SECURITIES LLC 11%831 8,565 DIVIDEND GROWTH ADVISORS, LLC no change 135
Johnson Financial Group, Inc. bought794 794 Front Row Advisors LLC no change 105
Joseph P. Lucia & Associates, LLC 26%765 3,735 Winch Advisory Services, LLC no change 72
Budros, Ruhlin & Roe, Inc. 8%760 10,289 FARMERS & MERCHANTS INVESTMENTS INC no change 105
Kathmere Capital Management, LLC bought748 748 TRUST CO OF VERMONT no change 500
Carnegie Capital Asset Management, LLC 5%710 14,382 MANCHESTER FINANCIAL INC no change 90
Safeguard Investment Advisory Group, LLC bought708 708 WEST BANCORPORATION INC no change 320
Segment Wealth Management, LLC 2%705 29,953 Hudock Moyer Wealth Resources, LLC no change 84
Independence Bank of Kentucky bought705 705 First PREMIER Bank no change 50
FinTrust Capital Advisors, LLC bought703 703 Disciplined Investments, LLC no change 34
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4%696 19,420 Cedar Mountain Advisors, LLC no change 34
Stillwater Capital Advisors, LLC 1%680 49,459 JJJ Advisors Inc. no change 34
Ausdal Financial Partners, Inc. 37%676 2,484 Providence Capital Advisors, LLC no change 33
Ariel Capital Advisors, LLC 4%675 16,124 Eukles Asset Management no change 27
Cresset Asset Management, LLC 13%671 6,031 Gradient Investments LLC no change 14
Beacon Financial Advisory LLC 15%667 5,236 MBM Wealth Consultants, LLC no change 17
Jaffetilchin Investment Partners, LLC 7%663 10,385 Advanced Asset Management Advisors Inc no change 20
HCR Wealth Advisors 218%653 953 BELLEVUE ASSET MANAGEMENT, LLC no change 138
Interchange Capital Partners, LLC bought653 653 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 43
KEYBANK NATIONAL ASSOCIATION/OH 2%649 31,559 MACQUARIE GROUP LTD no change 11,890
Kingsview Wealth Management, LLC 10%621 6,704 Optimum Quantvest Corp no change 8,598
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 29%604 2,707 Tortoise Investment Management, LLC no change 66
Hoover Financial Advisors, Inc. bought595 595 Savior LLC no change 58
F3Logic, LLC 4%589 17,116 Atlas Private Wealth Management no change 58
INNEALTA CAPITAL, LLC 1%580 57,123 Global Wealth Management Investment Advisory, Inc. no change 53
VALLEY NATIONAL ADVISERS INC bought576 576 Moisand Fitzgerald Tamayo, LLC no change 53
Charter Oak Capital Management, LLC bought568 568 Vectors Research Management, LLC no change 71
ORLEANS CAPITAL MANAGEMENT CORP/LA 2%545 32,510 Eagle Ridge Investment Management no change 2,996
GREENLEAF TRUST 11%526 5,234 Fernwood Investment Management, LLC no change 3,273
Choate Investment Advisors 3%520 16,629 BRIDGER CAPITAL MANAGEMENT, LLC no change 3,140
Toroso Investments, LLC 13%514 4,370 FIRST WILSHIRE SECURITIES MANAGEMENT INC no change 3,123
CENTAURUS FINANCIAL, INC. 1%503 36,775 Dougherty Wealth Advisers LLC no change 3,111
Puplava Financial Services, Inc. 6%501 8,621 Crabel Capital Management, LLC no change 3,375
BANK OF NOVA SCOTIA / 17%499 3,452 Exchange Capital Management, Inc. no change 3,404
DAVIDSON D A & CO 10%494 5,278 Vishria Bird Financial Group, LLC no change 4,030
CPCM, LLC 13%486 4,211 FIERA SCEPTRE INC. no change 3,761
TOTH FINANCIAL ADVISORY CORP 1%486 33,463 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ no change 3,688
Bristlecone Advisors, LLC 7%485 7,330 KINGS POINT CAPITAL MANAGEMENT no change 3,496
Institute for Wealth Management, LLC. 8%476 6,761 FIRST COMMONWEALTH FINANCIAL CORP /PA/ no change 3,050
E&G Advisors, LP 12%470 4,409 NVWM, LLC no change 2,850
Endurance Wealth Management, Inc. 11%463 4,571 Hillcrest Wealth Advisors - NY, LLC no change 2,238
TRUE Private Wealth Advisors 5%460 9,818 HYMAN CHARLES D no change 2,218
VESTOR CAPITAL CORP bought447 447 SMH CAPITAL INC. no change 2,108
DB Wealth Management Group, LLC bought444 444 JNBA Financial Advisors no change 2,085
Empirical Financial Services, LLC 28%444 2,041 Allen Investment Management LLC no change 2,278
Baron Financial Group, LLC bought432 432 Intersect Capital LLC no change 2,390
APPLETON PARTNERS INC/MA 22%413 2,325 LYNCH & ASSOCIATES/IN no change 2,700
Cerebellum GP, LLC bought405 405 ZEKE CAPITAL ADVISORS, LLC no change 2,662
SCBT FINANCIAL CORP bought403 403 MONETARY MANAGEMENT GROUP INC no change 2,645
FIRST INTERSTATE BANK 1%398 27,400 Regent Peak Wealth Advisors LLC no change 2,576
Krasney Financial LLC 7%395 6,049 Pacific Wealth Strategies Group, Inc. no change 4,040
STRATEGY ASSET MANAGERS LLC 23%393 2,128 Trellis Advisors, LLC no change 4,233
GYL FINANCIAL SYNERGIES, LLC 4%387 9,369 Advisory Services Network, LLC no change 26,826
Prime Capital Investment Advisors, LLC 118%378 698 ALPINE WOODS CAPITAL INVESTORS, LLC no change 26,500
Altus Wealth Group LLC bought366 366 TIAA, FSB no change 193
Carmichael Hill & Associates, Inc. bought355 355 GAMCO INVESTORS, INC. ET AL no change 19,000
PEDDOCK CAPITAL ADVISORS, LLC bought350 350 COHEN & STEERS INC no change 87,597
One Charles Private Wealth Services, LLC bought349 349 Baker Avenue Asset Management, LP no change 93,645
Steel Peak Wealth Management LLC 5%342 7,612 GOLDMAN SACHS GROUP INC no change 8,094
Winslow, Evans & Crocker, Inc. 9%336 3,902 STIFEL FINANCIAL CORP no change 660
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 4%334 8,310 AGF FUNDS INC no change 178,270
Stockman Asset Management 4%332 7,824 Baird Financial Group, Inc. no change 2,177
HARBOR INVESTMENT ADVISORY, LLC 13%330 2,776 Mathes Company, Inc. no change 17,300
Rehmann Capital Advisory Group 5%328 6,885 Independent Order of Foresters no change 11,890
JONES FINANCIAL COMPANIES LLLP bought324 324 Dorsey & Whitney Trust CO LLC no change 5,824
LifePlan Financial Group, Inc bought320 320 PineBridge Investments Ltd no change 4,800
Stratos Wealth Advisors, LLC 10%318 3,538 Butler Wick Trust CO no change 4,736
Kovack Advisors, Inc. 4%308 8,643 UNIONBANCAL CORP no change 4,576
CHIRON CAPITAL MANAGEMENT, LLC bought303 303 Optas, LLC no change 6,426
BRAVE ASSET MANAGEMENT INC 1%303 52,112 Capital Advisors, Ltd. LLC no change 8,515
Abbrea Capital, LLC 16%297 2,192 VAUGHAN DAVID INVESTMENTS INC/IL no change 9,882
Efficient Wealth Management LLC 125%269 485 Abbot Financial Management, Inc. no change 9,530
WASHINGTON TRUST CO 151%265 440 ARISTEIA CAPITAL LLC no change 9,000
Horrell Capital Management, Inc. bought252 252 FENIMORE ASSET MANAGEMENT INC no change 8,576
MCMILLION CAPITAL MANAGEMENT INC bought252 252 Windham Capital Management, LLC no change 2,000
Cypress Wealth Services, LLC 18%250 1,632 GFS Advisors, LLC no change 1,997
Glassman Wealth Services bought250 250 Cordasco Financial Network no change 387
Concord Wealth Partners bought249 249 Stewardship Financial Advisors, LLC no change 369
Secure Asset Management, LLC 3%242 8,909 Ancora Advisors, LLC no change 358
Coastal Investment Advisors, Inc. 11%239 2,482 Roble, Belko & Company, Inc no change 323
St. Johns Investment Management Company, LLC 2%237 10,273 TCTC Holdings, LLC no change 421
INVESTMENT MANAGEMENT OF VIRGINIA LLC 3%235 8,035 REILLY FINANCIAL ADVISORS, LLC no change 548
COMMERCE BANK N A/MO 2%233 14,674 Rice Partnership, LLC no change 617
DAVENPORT & CO LLC 10%232 2,672 Berman Capital Advisors, LLC no change 576
ROCKLAND TRUST CO 15%231 1,749 AllSquare Wealth Management LLC no change 575
Sage Mountain Advisors LLC bought220 220 CAROLINAS WEALTH CONSULTING LLC no change 566
TCF National Bank 2%215 11,437 CLAUDIA M.P. BATLLE, CRP (R) LLC no change 310
MISSION CREEK CAPITAL PARTNERS, INC 5%211 4,231 Hanson Investment Management no change 302
Grassi Investment Management 3%205 6,215 Asset Dedication, LLC no change 213
CIBC World Markets Inc. 1%201 27,747 LIBERTY WEALTH MANAGEMENT LLC no change 180
Clean Yield Group bought198 198 Biltmore Family Office, LLC no change 175
Eudaimonia Partners, LLC bought189 189 Advocacy Wealth Management Services, LLC no change 174
Phoenix Wealth Advisors bought186 186 EVOKE WEALTH, LLC no change 215
HUNTINGTON NATIONAL BANK 4%182 4,927 Zions Bancorporation, N.A. no change 234
McAdam, LLC 6%180 3,088 MASSMUTUAL TRUST CO FSB/ADV no change 290
Integrated Advisors Network LLC 6%177 2,947 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 280
BANK OF THE WEST 8%176 2,384 ABSOLUTE INVESTMENT MANAGEMENT LLC no change 280
Wambolt & Associates, LLC 10%174 1,965 North Star Investment Management Corp. no change 252
RiverGlades Family Offices LLC 2%170 9,661 AMERICAN NATIONAL BANK no change 671
Pacitti Group Inc. 17%169 1,171 WEBSTER BANK, N. A. no change 695
Key FInancial Inc bought160 160 Altium Wealth Management LLC no change 1,470
BP WEALTH MANAGEMENT, LLC 1%160 12,870 Enterprise Bank & Trust Co no change 1,420
Berson & Corrado Investment Advisors, LLC 3%158 5,844 HAVERFORD TRUST CO no change 1,411
Veracity Capital LLC 9%156 1,828 Ballentine, Finn & Company, Inc. no change 1,405
Heritage Wealth Advisors bought151 151 EVERETT HARRIS & CO /CA/ no change 1,485
Cavalier Investments bought150 150 SOL Capital Management CO no change 1,665
BAILARD, INC. 3%148 4,979 Waldron, LP no change 1,922
Kinloch Capital, LLC bought148 148 Meristem, LLP no change 1,852
Bank of Marin 1%146 12,255 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV no change 1,795
Smith, Salley & Associates 3%145 4,527 NAPLES GLOBAL ADVISORS, LLC no change 1,748
Campbell Wealth Management 8%127 1,661 Element Wealth, LLC no change 1,238
Shepherd Financial Partners LLC 2%126 6,572 Archer Investment Corp no change 1,151
Magnus Financial Group LLC 5%123 2,792 Brand Asset Management Group, Inc. no change 860
Maryland Capital Management, LLC 5%122 2,722 Cranbrook Wealth Management, LLC no change 791
CREATIVE FINANCIAL DESIGNS INC /ADV 24%114 590 Covington Capital Management no change 750
PARAMETRIC PORTFOLIO ASSOCIATES 1%111 13,796 ADIRONDACK TRUST CO no change 735
PINNACLE ASSOCIATES LTD 0%109 33,610 Mine & Arao Wealth Creation & Management, LLC. no change 900
Homrich & Berg 3%108 4,018 Bedel Financial Consulting, Inc. no change 956
BRIGHTON JONES LLC 5%107 2,447 PITTENGER & ANDERSON INC no change 1,000
Avitas Wealth Management LLC 2%106 5,356 Hexagon Capital Partners LLC no change 995
Wagner Wealth Management, LLC bought105 105 OLD SECOND NATIONAL BANK OF AURORA no change 973
STEPHENSON NATIONAL BANK & TRUST 155%104 171 Lloyd Advisory Services, LLC. no change 144
BROWN BROTHERS HARRIMAN & CO 90%103 218
PRIVATE ASSET MANAGEMENT INC 5%103 2,182
Princeton Global Asset Management LLC bought100 100
Ambassador Advisors, LLC 100%97 194
Balentine LLC bought97 97
Patriot Financial Group Insurance Agency, LLC 404%93 116
TRUST CO OF VIRGINIA /VA 0%87 22,651
Center for Financial Planning, Inc. bought87 87
Pacific Center for Financial Services 26%82 392
FSA Wealth Management LLC bought81 81
Fiduciary Group LLC 5%80 1,715
FIDUCIARY TRUST CO 3%80 2,918
Global Retirement Partners, LLC 2%79 4,319
Armor Investment Advisors, LLC bought78 78
PFG Advisors 5%78 1,698
PARSONS CAPITAL MANAGEMENT INC/RI 2%75 3,233
Keystone Financial Group 2%74 3,172
DELTA ASSET MANAGEMENT LLC/TN bought66 66
DUNCKER STREETT & CO INC 14%65 530
WHITTIER TRUST CO 1%61 4,746
HBW Advisory Services LLC 1%59 5,146
Pinnacle Wealth Planning Services, Inc. bought59 59
Perigon Wealth Management, LLC 4%57 1,461
Old North State Trust, LLC bought56 56
INVESTMENT PARTNERS LTD /OH/ /ADV 3%56 1,863
BURNS J W & CO INC/NY 2%56 2,493
Clearview Wealth Advisors LLC bought55 55
INGALLS & SNYDER LLC 2%55 3,551
CHARTER TRUST CO 0%51 143,195
Riggs Asset Managment Co. Inc. bought50 50
Fortis Group Advisors, LLC bought47 47
HOWE & RUSLING INC bought45 45
JEPPSON WEALTH MANAGEMENT, LLC bought45 45
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2%37 1,758
Simmons Bank 0%35 18,245
SIGNATUREFD, LLC bought34 34
Moloney Securities Asset Management, LLC 1%30 3,376
Capital Advisory Group Advisory Services, LLC bought30 30
WOLFF WIESE MAGANA LLC bought28 28
Clear Perspectives Financial Planning, LLC bought20 20
Private Wealth Advisors, LLC 0%19 10,371
GoalVest Advisory LLC bought17 17
Freestone Capital Holdings, LLC 37%15 56
TOCQUEVILLE ASSET MANAGEMENT LP 0%15 19,165
FINANCIAL CONSULATE, INC 1%14 2,260
Kessler Investment Group, LLC 0%14 3,184
Goelzer Investment Management, Inc. 1%11 1,970
Summit Investment Advisors, Inc. 2%10 430
Titus Wealth Management 0%10 5,630
Partnervest Advisory Services LLC 1%8 690
Frisch Financial Group, Inc. 0%8 4,899
Family Firm, Inc. 0%5 5,334
Retirement Network 0%3 2,115
Truvestments Capital LLC 0%3 1,716
BERRY GROUP, LLC 0%2 3,774
Blue Chip Wealth Management, Inc. 0%2 1,813
Insight Wealth Strategies, LLC 0%2 1,429
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0%1 441
SYNOVUS FINANCIAL CORP 0%1 7,747
Lakeview Capital Partners, LLC 0%1 793
Professional Financial Advisors, LLC 0%1 572
Samalin Investment Counsel, LLC 0%1 713
Ellis Investment Partners, LLC 1%1 149
Massey, Quick & Co., LLC 0%1 236
Hochman Cole Investment Advisors, Inc. 0%1 3,594
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