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STOCK TICKER:
DIAMONDS TRUST SER 1   (ticker: DIA)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
Susquehanna International Group, LLP 9,034,827 8,317,382 9% 2020-06-30
BANK OF AMERICA CORP /DE/ 5,893,243 0 New Buy 2020-06-30
MORGAN STANLEY 3,083,398 0 New Buy 2020-06-30
WOLVERINE TRADING, LLC 3,047,325 2,933,534 4% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 2,024,900 0 New Buy 2020-06-30
WELLS FARGO & CO/MN 2,003,343 1,927,489 4% 2020-06-30
CITIGROUP INC 1,932,239 1,832,906 5% 2020-06-30
UBS Group AG 1,187,439 947,468 25% 2020-06-30
GOLDMAN SACHS GROUP INC 1,033,655 0 New Buy 2020-06-30
CREDIT SUISSE/ 838,595 268,110 213% 2020-06-30
ROYAL BANK OF CANADA 800,227 0 New Buy 2020-06-30
LPL Financial CORP 785,567 719,526 9% 2020-06-30
JANE STREET GROUP, LLC 693,149 1,906,029 64% 2020-06-30
Cutler Group LP 685,200 580,516 18% 2020-06-30
AMERIPRISE FINANCIAL INC 512,739 0 New Buy 2020-06-30
NATIXIS 501,501 0 New Buy 2020-06-30
TWO SIGMA INVESTMENTS LLC 403,400 0 New Buy 2020-06-30
NIPPON LIFE INSURANCE CO 387,700 387,700 No Change 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 278,207 248,248 12% 2020-06-30
Berkshire Money Management, Inc. 275,809 927 29,653% 2020-06-30
HSBC HOLDINGS PLC 271,053 0 New Buy 2020-06-30
Laidlaw Wealth Management LLC 248,955 0 New Buy 2020-06-30
ARKANSAS FINANCIAL GROUP, INC. 230,709 226,397 2% 2020-06-30
RAYMOND JAMES & ASSOCIATES 213,597 256,311 17% 2020-06-30
Twin Tree Management, LP 207,500 1,386,903 85% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 205,292 230,188 11% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 183,660 181,876 1% 2020-06-30
Raymond James Financial Services Advisors, Inc. 182,879 0 New Buy 2020-06-30
BARCLAYS PLC 182,832 130,697 40% 2020-06-30
J P MORGAN CHASE & CO 177,496 45,808 287% 2020-06-30
TWO SIGMA SECURITIES, LLC 158,319 0 New Buy 2020-06-30
HighTower Advisors, LLC 146,359 128,056 14% 2020-06-30
BB&T CORP 139,528 0 New Buy 2020-06-30
BANK OF MONTREAL /CAN/ 135,453 958,829 86% 2020-06-30
SG Americas Securities, LLC 115,874 324,358 64% 2020-06-30
GREEN SQUARE CAPITAL MANAGEMENT LLC 113,719 4,575 2,386% 2020-06-30
HAP Trading, LLC 90,800 0 New Buy 2020-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 100,000 100,000 No Change 2020-06-30
Financial Advisory Group 96,880 96,907 0% 2020-06-30
Bank of New York Mellon CORP 96,725 54,836 76% 2020-06-30
Williams Jones Wealth Management, LLC. 92,176 37,197 148% 2020-06-30
MIZUHO SECURITIES USA INC. 89,102 11,099 703% 2020-06-30
INVESTMENT MANAGEMENT OF VIRGINIA LLC 84,671 91,951 8% 2020-06-30
PINNACLE ASSOCIATES LTD 80,708 82,471 2% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 72,512 84,864 15% 2020-06-30
STIFEL FINANCIAL CORP 1,000 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 0 43,760 Sold Out 2020-06-30
JONES FINANCIAL COMPANIES LLLP 1,814 71,171 97% 2020-06-30
Conservest Capital Advisors, Inc. 67,603 72,872 7% 2020-06-30
Dynamic Advisors Solutions LLC 2,200 5,473 60% 2020-06-30
PIERSHALE FINANCIAL GROUP, INC. 65,015 0 New Buy 2020-06-30
Private Advisor Group, LLC 63,099 54,310 16% 2020-06-30
STEPHENS INC /AR/ 57,466 57,941 1% 2020-06-30
Qube Research & Technologies Ltd 57,108 0 New Buy 2020-06-30
BLAIR WILLIAM & CO/IL 54,116 29,718 82% 2020-06-30
Davidson Capital Management Inc. 52,760 0 New Buy 2020-06-30
Tower Research Capital LLC 52,206 0 New Buy 2020-06-30
Eagle Capital Management, LLC 51,698 0 New Buy 2020-06-30
AMG National Trust Bank 50,604 0 New Buy 2020-06-30
GenWealth Group, Inc. 49,148 0 New Buy 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 48,298 49,727 3% 2020-06-30
AE Wealth Management LLC 0 29,684 Sold Out 2020-06-30
SUNRISE PARTNERS LLC /CT 47,089 19,800 138% 2020-06-30
CIBC World Markets Inc. 46,615 0 New Buy 2020-06-30
BTG Pactual Global Asset Management Ltd 46,000 0 New Buy 2020-06-30
CenterStar Asset Management, LLC 45,600 33,589 36% 2020-06-30
Squarepoint Ops LLC 45,578 6,364 616% 2020-06-30
WASHBURN CAPITAL MANAGEMENT, INC. 45,487 38,902 17% 2020-06-30
NORTHERN TRUST CORP 45,260 0 New Buy 2020-06-30
JUMP TRADING, LLC 45,109 5,862 670% 2020-06-30
Veracity Capital LLC 43,846 0 New Buy 2020-06-30
Riggs Asset Managment Co. Inc. 43,591 0 New Buy 2020-06-30
Mariner Wealth Advisors, LLC 43,323 43,890 1% 2020-06-30
REGIONS FINANCIAL CORP 42,993 50,851 15% 2020-06-30
Summit Asset Management, LLC 42,254 42,350 0% 2020-06-30
TWO SIGMA ADVISERS, LLC 41,500 0 New Buy 2020-06-30
Campbell Wealth Management 40,773 38,000 7% 2020-06-30
TAIYO LIFE INSURANCE CO 40,000 40,000 No Change 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 39,856 40,116 1% 2020-06-30
Csenge Advisory Group 38,648 3,575 981% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 36,470 38,890 6% 2020-06-30
Creative Planning 0 34,832 Sold Out 2020-06-30
Daiwa Securities Group Inc. 33,790 33,790 No Change 2020-06-30
Sawtooth Asset Management, Inc. 31,952 0 New Buy 2020-06-30
Janney Montgomery Scott LLC 31,798 52,241 39% 2020-06-30
Strategic Blueprint, LLC 30,645 0 New Buy 2020-06-30
FMR LLC 30,370 0 New Buy 2020-06-30
Arvest Trust Co 30,028 14,621 105% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 29,109 29,117 0% 2020-06-30
M&T BANK CORP 28,931 29,027 0% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 28,703 29,008 1% 2020-06-30
Mechanics Bank Trust Department 2,100 31,200 93% 2020-06-30
L & S Advisors Inc 28,289 27,354 3% 2020-06-30
Probabilities Fund Management, LLC 27,380 32,120 15% 2020-06-30
NTV ASSET MANAGEMENT LLC 27,224 16,099 69% 2020-06-30
All Terrain Financial Advisors, LLC 26,697 25,773 4% 2020-06-30
PITTENGER & ANDERSON INC 25,499 26,873 5% 2020-06-30
Main Management LLC 25,300 1,800 1,306% 2020-06-30
SNS Financial Group, LLC 24,898 72,778 66% 2020-06-30
GHP Investment Advisors, Inc. 24,480 24,502 0% 2020-06-30
H D Vest Advisory Services 24,290 24,169 1% 2020-06-30
Baird Financial Group, Inc. 3,545 3,545 No Change 2020-06-30
IHT Wealth Management, LLC 22,632 0 New Buy 2020-06-30
DRW Securities, LLC 22,607 49,120 54% 2020-06-30
SYNOVUS FINANCIAL CORP 22,291 3,176 602% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 22,103 0 New Buy 2020-06-30
California Capital Advisors, Inc. 22,058 29,676 26% 2020-06-30
WHITTIER TRUST CO 21,700 23,367 7% 2020-06-30
Banco Santander, S.A. 21,293 21,526 1% 2020-06-30
Steel Peak Wealth Management LLC 300 11,780 97% 2020-06-30
Integrated Wealth Concepts LLC 20,861 11,647 79% 2020-06-30
IFG Advisory, LLC 20,744 19,797 5% 2020-06-30
MURPHY CAPITAL MANAGEMENT INC 20,723 20,939 1% 2020-06-30
Benin Management CORP 20,706 20,972 1% 2020-06-30
Paul John Balson 20,392 0 New Buy 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 19,636 20,454 4% 2020-06-30
Truepoint, Inc. 19,530 19,029 3% 2020-06-30
WASHINGTON CAPITAL MANAGEMENT INC 19,416 19,416 No Change 2020-06-30
GFS Advisors, LLC 19,152 0 New Buy 2020-06-30
Advisory Services Network, LLC 19,117 0 New Buy 2020-06-30
Pinnacle Wealth Planning Services, Inc. 19,104 19,457 2% 2020-06-30
AMERITAS INVESTMENT CORP 18,222 16,443 11% 2020-06-30
King Wealth Management Group, LLC 18,065 18,289 1% 2020-06-30
Walleye Trading LLC 17,268 0 New Buy 2020-06-30
Tortoise Investment Management, LLC 16,983 17,953 5% 2020-06-30
Financial Network 16,730 9,275 80% 2020-06-30
Starfire Investment Advisers, Inc. 16,695 16,332 2% 2020-06-30
Arete Wealth Advisors, LLC 16,686 16,601 1% 2020-06-30
CENTAURUS FINANCIAL, INC. 16,458 17,546 6% 2020-06-30
Sowell Financial Services LLC 16,273 5,755 183% 2020-06-30
NWI MANAGEMENT LP 16,000 16,000 No Change 2020-06-30
HARDESTY CAPITAL MANAGEMENT CORP 15,954 16,149 1% 2020-06-30
Stratos Wealth Partners, LTD. 15,480 12,101 28% 2020-06-30
Iowa State Bank 14,870 14,870 No Change 2020-06-30
Sheaff Brock Investment Advisors, LLC 14,867 14,654 1% 2020-06-30
XR Securities LLC 14,800 0 New Buy 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 14,767 18,346 20% 2020-06-30
BROWN ADVISORY HOLDINGS INC 14,531 0 New Buy 2020-06-30
TBH Global Asset Management, LLC 14,073 15,009 6% 2020-06-30
Venture Visionary Partners LLC 13,821 14,580 5% 2020-06-30
IFG Advisors, LLC 13,733 17,281 21% 2020-06-30
Kovack Advisors, Inc. 13,722 11,910 15% 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 13,719 0 New Buy 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 13,605 0 New Buy 2020-06-30
OPPENHEIMER & CO INC 13,132 13,008 1% 2020-06-30
ETRADE Capital Management LLC 13,055 12,133 8% 2020-06-30
BigSur Wealth Management LLC 12,850 12,850 No Change 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 108 Sold Out 2020-06-30
Psagot Investment House Ltd. 12,751 65,316 80% 2020-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 12,737 11,927 7% 2020-06-30
ATRIA INVESTMENTS LLC 12,721 0 New Buy 2020-06-30
US BANCORP DE 12,710 12,817 1% 2020-06-30
Harvest Investment Services, LLC 12,644 1,623 679% 2020-06-30
WHITE BAY PT LLC 12,300 8,700 41% 2020-06-30
AJ WEALTH STRATEGIES, LLC 11,988 0 New Buy 2020-06-30
Multi-Financial Securities Corp 11,971 12,901 7% 2020-06-30
MONTAG A & ASSOCIATES INC 11,775 12,160 3% 2020-06-30
Cornerstone Wealth Management, LLC 11,601 0 New Buy 2020-06-30
Sound View Wealth Advisors Group, LLC 11,513 14,509 21% 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,264 0 New Buy 2020-06-30
Capital Wealth Planning, LLC 11,098 18,172 39% 2020-06-30
Integrated Advisors Network LLC 11,002 9,631 14% 2020-06-30
Bay Rivers Group 10,948 10,832 1% 2020-06-30
J.W. COLE ADVISORS, INC. 10,768 0 New Buy 2020-06-30
Ausdal Financial Partners, Inc. 10,706 10,897 2% 2020-06-30
BANK OF NOVA SCOTIA / 10,501 0 New Buy 2020-06-30
Keystone Financial Group 10,393 13,207 21% 2020-06-30
BESSEMER GROUP INC 10,164 17,041 40% 2020-06-30
greenwich Wealth Management LLC 10,092 12,100 17% 2020-06-30
Sigma Planning Corp 10,085 13,045 23% 2020-06-30
WealthBridge Capital Management, LLC 10,074 10,074 No Change 2020-06-30
Wealth Enhancement & Preservation of GA, LLC 10,019 14,951 33% 2020-06-30
WADE G W & INC 9,768 10,492 7% 2020-06-30
BANQUE PICTET & CIE SA 9,700 10,325 6% 2020-06-30
Belpointe Asset Management LLC 9,681 0 New Buy 2020-06-30
WEDBUSH MORGAN SECURITIES INC 9,665 9,416 3% 2020-06-30
Asset Dedication, LLC 9,656 10,754 10% 2020-06-30
National Asset Management, Inc. 9,606 9,252 4% 2020-06-30
COMMERCE BANK N A/MO 9,357 9,350 0% 2020-06-30
Sugarloaf Wealth Management, LLC 9,342 9,596 3% 2020-06-30
Lombard Odier Asset Management (USA) Corp 9,285 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 9,280 9,020 3% 2020-06-30
First Allied Advisory Services, Inc. 9,277 10,168 9% 2020-06-30
Miracle Mile Advisors, LLC 9,240 9,740 5% 2020-06-30
HERITAGE INVESTORS MANAGEMENT CORP 9,135 9,135 No Change 2020-06-30
Windsor Capital Management, LLC 8,987 9,455 5% 2020-06-30
Strategic Wealth Designers 8,852 10,224 13% 2020-06-30
Meridian Wealth Management, LLC 8,269 15,257 46% 2020-06-30
Narwhal Capital Management 8,117 9,317 13% 2020-06-30
FUKOKU MUTUAL LIFE INSURANCE Co 8,000 0 New Buy 2020-06-30
Pettinga Financial Advisors, LLC 7,910 8,333 5% 2020-06-30
Ayalon Holdings Ltd. 7,898 13,178 40% 2020-06-30
Homrich & Berg 7,837 8,172 4% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 7,612 7,985 5% 2020-06-30
Secure Asset Management, LLC 7,600 5,416 40% 2020-06-30
Graves-Light Private Wealth Management, Inc. 7,554 7,554 No Change 2020-06-30
Equitable Holdings, Inc. 7,494 0 New Buy 2020-06-30
BANK HAPOALIM BM 7,465 7,730 3% 2020-06-30
Neuberger Berman Group LLC 7,297 7,655 5% 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 7,079 7,079 No Change 2020-06-30
MILLENNIUM MANAGEMENT LLC 7,003 0 New Buy 2020-06-30
TD ASSET MANAGEMENT INC 6,987 14,627 52% 2020-06-30
HUNTINGTON NATIONAL BANK 1 1 No Change 2020-06-30
Sontag Advisory, LLC 6,814 6,876 1% 2020-06-30
Peak Asset Management, LLC 6,771 0 New Buy 2020-06-30
SCHNIEDERS CAPITAL MANAGEMENT LLC 6,736 3,674 83% 2020-06-30
Prospera Financial Services 6,679 0 New Buy 2020-06-30
Swaine & Leidel Wealth Services, LLC 6,560 6,570 0% 2020-06-30
Voya Financial Advisors, Inc. 6,453 0 New Buy 2020-06-30
People's United Financial, Inc. 6,393 6,447 1% 2020-06-30
First Heartland Consultants, Inc. 6,353 6,596 4% 2020-06-30
FCG ADVISORS, LLC 6,211 17,743 65% 2020-06-30
Resource Management, LLC 5,894 6,439 8% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 5,847 5,847 No Change 2020-06-30
Capital Advisors, Ltd. LLC 5,719 5,699 0% 2020-06-30
Buckingham Asset Management, LLC 5,708 7,508 24% 2020-06-30
GAMBLE JONES INVESTMENT COUNSEL 5,650 6,050 7% 2020-06-30
Partnervest Advisory Services LLC 0 5,185 Sold Out 2020-06-30
Hudock Moyer Wealth Resources, LLC 5,629 5,553 1% 2020-06-30
Trexquant Investment LP 5,606 0 New Buy 2020-06-30
Harel Insurance Investments & Financial Services Ltd. 5,605 5,519 2% 2020-06-30
Stokes Family Office, LLC 5,575 5,575 No Change 2020-06-30
Heritage Wealth Advisors 5,479 0 New Buy 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 5,462 5,448 0% 2020-06-30
PEAK6 Investments LLC 5,430 0 New Buy 2020-06-30
Advisory Alpha, LLC 5,386 6,562 18% 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 5,261 5,261 No Change 2020-06-30
SCBT FINANCIAL CORP 5,200 5,200 No Change 2020-06-30
MAI Wealth Advisors 5,167 4,530 14% 2020-06-30
DAVENPORT & CO LLC 5,110 7,624 33% 2020-06-30
DAVIDSON D A & CO 5,083 0 New Buy 2020-06-30
Sunbelt Securities, Inc. 5,052 0 New Buy 2020-06-30
55I, LLC 5,044 0 New Buy 2020-06-30
USCA RIA LLC 5,031 4 125,675% 2020-06-30
Private Capital Management, LLC 5,000 0 New Buy 2020-06-30
Kingsview Wealth Management, LLC 100 100 No Change 2020-06-30
Edge Capital Group, LLC 4,945 6,291 21% 2020-06-30
NEXT Financial Group, Inc 4,925 837 488% 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 4,913 4,928 0% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 4,898 5,032 3% 2020-06-30
Capital Wealth Alliance, LLC 4,859 11,834 59% 2020-06-30
Analyst IMS Investment Management Services Ltd. 4,840 4,840 No Change 2020-06-30
Connecticut Wealth Management, LLC 4,807 5,094 6% 2020-06-30
Grandview Asset Management LLC 4,807 0 New Buy 2020-06-30
Cambridge Advisors Inc. 4,734 4,669 1% 2020-06-30
NBT BANK N A /NY 4,677 4,684 0% 2020-06-30
NORTHSTAR INVESTMENT ADVISORS LLC 4,666 4,746 2% 2020-06-30
Kelman-Lazarov, Inc. 4,650 4,650 No Change 2020-06-30
MOODY LYNN & CO/ 4,531 4,645 2% 2020-06-30
Cetera Investment Advisers 4,500 4,306 5% 2020-06-30
PACIFIC FINANCIAL GROUP INC 4,377 4,377 No Change 2020-06-30
KCM INVESTMENT ADVISORS LLC 4,350 4,250 2% 2020-06-30
CPCM, LLC 4,342 7,079 39% 2020-06-30
Arkadios Wealth Advisors 4,276 4,417 3% 2020-06-30
SPRINGBOK CAPITAL MANAGEMENT, LLC 4,200 0 New Buy 2020-06-30
Iwamoto, Kong & Co., Inc. 4,150 4,150 No Change 2020-06-30
IEQ CAPITAL, LLC 4,126 4,115 0% 2020-06-30
MOTCO 4,112 4,112 No Change 2020-06-30
Edgestream Partners, L.P. 4,088 1,794 128% 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 4,029 4,667 14% 2020-06-30
InterOcean Capital, LLC 4,020 0 New Buy 2020-06-30
Roundview Capital LLC 3,911 4,041 3% 2020-06-30
Cypress Wealth Services, LLC 3,874 4,124 6% 2020-06-30
Cresset Asset Management, LLC 3,838 0 New Buy 2020-06-30
CAPTRUST FINANCIAL ADVISORS 3,831 3,523 9% 2020-06-30
HCR Wealth Advisors 3,803 3,865 2% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3,802 3,457 10% 2020-06-30
Sageworth Trust Co 3,800 0 New Buy 2020-06-30
Murphy, Middleton, Hinkle & Parker, Inc. 3,798 3,798 No Change 2020-06-30
Western Wealth Management, LLC 3,778 3,117 21% 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 3,774 1,501 151% 2020-06-30
Advanced Asset Management Advisors Inc 3,764 4,564 18% 2020-06-30
SOL Capital Management CO 3,740 4,640 19% 2020-06-30
Aull & Monroe Investment Management Corp 3,700 3,815 3% 2020-06-30
REGENTATLANTIC CAPITAL LLC 3,583 3,583 No Change 2020-06-30
Evercore Wealth Management, LLC 3,577 3,577 No Change 2020-06-30
Streettalk Advisors, LLC 3,558 3,484 2% 2020-06-30
Banco de Sabadell, S.A 3,550 3,550 No Change 2020-06-30
Institute for Wealth Management, LLC. 3,531 2,056 72% 2020-06-30
Bluefin Trading, LLC 3,500 0 New Buy 2020-06-30
Bernicke & Associates, LTD 3,499 3,984 12% 2020-06-30
BBVA USA BANCSHARES INC 3,446 3,922 12% 2020-06-30
Lakeview Capital Partners, LLC 3,429 3,934 13% 2020-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3,388 1,988 70% 2020-06-30
FIFTH THIRD BANCORP 3,352 2,537 32% 2020-06-30
Perigon Wealth Management, LLC 3,333 3,478 4% 2020-06-30
DUNCKER STREETT & CO INC 3,318 3,476 5% 2020-06-30
Resonant Capital Advisors, LLC 3,300 3,500 6% 2020-06-30
Calamos Wealth Management LLC 3,272 0 New Buy 2020-06-30
Financial Architects, Inc 3,254 3,283 1% 2020-06-30
RAYMOND JAMES TRUST CO 3,253 3,990 18% 2020-06-30
EVOKE WEALTH, LLC 3,246 301 978% 2020-06-30
V Wealth Management,LLC 3,200 3,814 16% 2020-06-30
Brookstone Capital Management 3,195 1,838 74% 2020-06-30
Pegasus Asset Management, Inc. 3,185 3,220 1% 2020-06-30
Fiduciary Group LLC 3,165 0 New Buy 2020-06-30
EATON VANCE MANAGEMENT 3,156 3,624 13% 2020-06-30
Apexium Financial, LP 3,155 3,155 No Change 2020-06-30
Gladstone Institutional Advisory LLC 3,153 0 New Buy 2020-06-30
Samalin Investment Counsel, LLC 3,148 4,284 27% 2020-06-30
FormulaFolio Investments, LLC 3,143 1,710 84% 2020-06-30
Cutter & CO Brokerage, Inc. 3,133 3,126 0% 2020-06-30
HOWE & RUSLING INC 3,127 3,259 4% 2020-06-30
Stratos Wealth Advisors, LLC 3,110 3,051 2% 2020-06-30
Oscan Associates Inc. 3,067 0 New Buy 2020-06-30
CRA Financial Services, LLC 3,064 4,522 32% 2020-06-30
Vishria Bird Financial Group, LLC 3,036 16,595 82% 2020-06-30
Hanson McClain, Inc. 3,004 1,741 73% 2020-06-30
Blue Chip Wealth Management, Inc. 2,994 2,156 39% 2020-06-30
Wealth Alliance Advisory Group, LLC 2,986 2,927 2% 2020-06-30
Investors Financial Group, LLC 2,981 1,519 96% 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 2,900 2,540 14% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 2,893 3,048 5% 2020-06-30
Country Club Trust Company, n.a. 2,835 0 New Buy 2020-06-30
Capital Asset Advisory Services LLC 2,815 1,686 67% 2020-06-30
HPM Partners LLC 2,757 2,803 2% 2020-06-30
Stevard, LLC 2,752 19,218 86% 2020-06-30
UNIONBANCAL CORP 2,742 3,880 29% 2020-06-30
Private Wealth Advisors, Inc. 2,731 2,756 1% 2020-06-30
GYL FINANCIAL SYNERGIES, LLC 2,717 2,717 No Change 2020-06-30
Kovitz Investment Group Partners, LLC 2,700 0 New Buy 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 2,630 2,630 No Change 2020-06-30
GLENMEDE TRUST CO NA 2,617 3,173 18% 2020-06-30
DOWLING & YAHNKE INC 2,608 3,143 17% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 2,585 0 New Buy 2020-06-30
Emery Howard Portfolio Management, Inc. 2,581 2,573 0% 2020-06-30
CALTON & ASSOCIATES, INC. 2,576 2,549 1% 2020-06-30
Financial Advocates Investment Management 2,566 1,103 133% 2020-06-30
Good Life Advisors, LLC 2,551 1,927 32% 2020-06-30
CITIZENS & NORTHERN CORP 2,543 2,561 1% 2020-06-30
Compagnie Lombard, Odier SCA 2,465 0 New Buy 2020-06-30
FAGAN ASSOCIATES, INC. 2,450 2,590 5% 2020-06-30
Legacy Advisors, LLC 2,445 2,445 No Change 2020-06-30
Smart Money Group LLC 2,440 2,768 12% 2020-06-30
SCOTIA CAPITAL INC. 2,380 3,110 23% 2020-06-30
LINCOLN NATIONAL CORP 123 5,657 98% 2020-06-30
PROEQUITIES, INC. 2,364 2,527 6% 2020-06-30
QUADRANT CAPITAL GROUP LLC 2,347 0 New Buy 2020-06-30
SMITH, MOORE & CO. 2,342 0 New Buy 2020-06-30
FineMark National Bank & Trust 2,340 11,942 80% 2020-06-30
Truehand, Inc 2,320 2,320 No Change 2020-06-30
MEITAV DASH INVESTMENTS LTD 2,288 64,495 96% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 2,240 2,537 12% 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 397 397 No Change 2020-06-30
Pointe Capital Management LLC 2,210 2,210 No Change 2020-06-30
Capital Investment Advisors, LLC 2,205 2,391 8% 2020-06-30
GARRISON POINT ADVISORS, LLC 2,189 1,821 20% 2020-06-30
HBK Sorce Advisory LLC 2,183 2,011 9% 2020-06-30
ALLIANCEBERNSTEIN L.P. 2,166 1,281 69% 2020-06-30
AVALON ADVISORS L P 2,125 2,555 17% 2020-06-30
HANCOCK HOLDING CO 2,110 2,110 No Change 2020-06-30
AllSquare Wealth Management LLC 2,083 2,083 No Change 2020-06-30
Raab & Moskowitz Asset Management LLC 2,052 0 New Buy 2020-06-30
Beaumont Financial Partners, LLC 2,031 2,031 No Change 2020-06-30
LexAurum Advisors, LLC 2,029 1,520 33% 2020-06-30
Intersect Capital LLC 2,018 2,102 4% 2020-06-30
Hochman Cole Investment Advisors, Inc. 2,003 2,045 2% 2020-06-30
Drexel Morgan & Co. 2,000 2,000 No Change 2020-06-30
CWM, LLC 1,998 3,600 45% 2020-06-30
Oakmont Partners LLC 55 0 New Buy 2020-06-30
First PREMIER Bank 2,000 2,000 No Change 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 1,987 0 New Buy 2020-06-30
Lehman & Derafelo Financial Resources LLC 1,970 1,970 No Change 2020-06-30
Beacon Pointe Advisors, LLC 1,965 2,452 20% 2020-06-30
UNITED BANK /VA/ 1,944 1,944 No Change 2020-06-30
CIM, LLC 1,940 1,940 No Change 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 1,940 1,931 0% 2020-06-30
Hilltop Holdings Inc. 1,925 0 New Buy 2020-06-30
WAGNER CAPITAL MANAGEMENT CORP 1,914 2,006 5% 2020-06-30
Alpha Cubed Investments, LLC 743 0 New Buy 2020-06-30
Moors & Cabot, Inc. 1,899 1,924 1% 2020-06-30
CLS INVESTMENT FIRM, LLC 1,891 1,891 No Change 2020-06-30
Archetype Wealth Partners, LLC 1,890 0 New Buy 2020-06-30
Keebeck Alpha, LP 1,890 2,364 20% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 1,873 1,934 3% 2020-06-30
Pacific Center for Financial Services 1,871 0 New Buy 2020-06-30
Parsec Financial Management, Inc. 1,866 1,904 2% 2020-06-30
FIRST HAWAIIAN BANK 1,838 2,056 11% 2020-06-30
Pensionmark Financial Group, LLC 1,813 2,936 38% 2020-06-30
Essex Financial Services, Inc. 1,808 1,111 63% 2020-06-30
OXFORD FINANCIAL GROUP LTD 1,804 1,804 No Change 2020-06-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 1,800 0 New Buy 2020-06-30
HOLLENCREST SECURITIES LLC 1,793 0 New Buy 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 1,785 0 New Buy 2020-06-30
Verition Fund Managegment LLC 1,761 0 New Buy 2020-06-30
Doyle Wealth Management 1,761 0 New Buy 2020-06-30
180 WEALTH ADVISORS, LLC 1,750 1,750 No Change 2020-06-30
Carnegie Capital Asset Management, LLC 1,749 1,777 2% 2020-06-30
Claro Advisors LLC 1,748 1,938 10% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 1,746 1,083 61% 2020-06-30
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 1,736 936 85% 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 1,734 1,726 0% 2020-06-30
TELEMUS CAPITAL, LLC 1,730 1,730 No Change 2020-06-30
Pictet North America Advisors SA 1,730 1,855 7% 2020-06-30
Aurora Private Wealth, Inc. 1,710 3,426 50% 2020-06-30
ORRSTOWN FINANCIAL SERVICES INC 1,708 1,708 No Change 2020-06-30
Concorde Asset Management, LLC 65 25 160% 2020-06-30
NWAM LLC 1,684 1,457 16% 2020-06-30
ROTHSCHILD INVESTMENT CORP /IL 1,682 1,682 No Change 2020-06-30
Delta Investment Management, LLC 1,682 0 New Buy 2020-06-30
Court Place Advisors, LLC 1,676 1,826 8% 2020-06-30
Grassi Investment Management 1,671 0 New Buy 2020-06-30
Sage Capital Advisors,llc 1,660 1,654 0% 2020-06-30
Paulson Wealth Management Inc. 1,660 1,660 No Change 2020-06-30
We Are One Seven, LLC 1,646 1,707 4% 2020-06-30
Cornerstone Investment Partners, LLC 1,627 2,425 33% 2020-06-30
BRYN MAWR TRUST CO/PA 1,617 1,617 No Change 2020-06-30
SeaCrest Wealth Management, LLC 1,607 2,221 28% 2020-06-30
RMR Wealth Builders 1,607 0 New Buy 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,600 1,600 No Change 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,600 2,000 20% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 1,600 1,600 No Change 2020-06-30
Jacobi Capital Management LLC 1,579 562 181% 2020-06-30
Element Wealth, LLC 1,564 2,091 25% 2020-06-30
Joel Isaacson & Co., LLC 1,550 1,550 No Change 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 1,549 1,549 No Change 2020-06-30
Epstein & White Financial LLC 1,548 1,675 8% 2020-06-30
JEFFERIES GROUP INC /DE/ 1,544 0 New Buy 2020-06-30
Maryland Capital Management, LLC 1,532 0 New Buy 2020-06-30
COZAD ASSET MANAGEMENT INC 1,525 0 New Buy 2020-06-30
Private Portfolio Partners LLC 1,524 0 New Buy 2020-06-30
Empirical Financial Services, LLC 1,518 1,628 7% 2020-06-30
Intrua Financial, LLC 1,515 0 New Buy 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 1,510 1,525 1% 2020-06-30
McAdam, LLC 1,473 1,609 8% 2020-06-30
Feltz Wealth PLAN Inc. 1,471 0 New Buy 2020-06-30
Penobscot Investment Management Company, Inc. 1,470 1,520 3% 2020-06-30
J. Goldman & Co LP 1,466 0 New Buy 2020-06-30
Savant Capital Management Inc 1,465 2,365 38% 2020-06-30
Camden Capital, LLC 1,464 2,937 50% 2020-06-30
Regal Investment Advisors, LLC 1,454 0 New Buy 2020-06-30
Strategic Wealth Partners Group LLC 1,445 0 New Buy 2020-06-30
TCTC Holdings, LLC 1,440 1,440 No Change 2020-06-30
Burns Wealth Management, Inc. 1,425 1,425 No Change 2020-06-30
First City Capital Management, Inc. 1,424 0 New Buy 2020-06-30
Intelligence Driven Advisers, LLC 859 0 New Buy 2020-06-30
TCI Wealth Advisors, Inc. 1,413 1,385 2% 2020-06-30
Donald L. Hagan, LLC 1,407 1,407 No Change 2020-06-30
Mattern Wealth Management LLC 1,405 0 New Buy 2020-06-30
Symphony Financial, Ltd. Co. 1,403 1,150 22% 2020-06-30
IFP Advisors, Inc 1,394 11,230 88% 2020-06-30
DIXON HUBARD FEINOUR & BROWN INC/VA 1,390 0 New Buy 2020-06-30
Kerntke Otto McGlone Wealth Management Group 1,389 0 New Buy 2020-06-30
GRIMES & COMPANY, INC. 1,366 2,563 47% 2020-06-30
NOTTINGHAM ADVISORS, INC. 1,361 1,361 No Change 2020-06-30
WoodTrust Financial Corp 1,349 1,349 No Change 2020-06-30
BURNS J W & CO INC/NY 1,329 1,329 No Change 2020-06-30
RFG Advisory Group, LLC 1,327 1,399 5% 2020-06-30
Global Trust Asset Management, LLC 1,324 1,324 No Change 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 1,317 1,379 4% 2020-06-30
DONALDSON CAPITAL MANAGEMENT, LLC 1,315 1,731 24% 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 1,310 1,310 No Change 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 1,303 1,303 No Change 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 1,302 1,322 2% 2020-06-30
DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,300 1,125 16% 2020-06-30
Ziegler Capital Management, LLC 1,300 1,300 No Change 2020-06-30
SALEM INVESTMENT COUNSELORS INC 1,300 0 New Buy 2020-06-30
Ancora Advisors, LLC 1,261 1,261 No Change 2020-06-30
Busey Trust CO 1,258 1,258 No Change 2020-06-30
FIRST CITIZENS BANK & TRUST CO 1,251 1,284 3% 2020-06-30
Global Retirement Partners, LLC 1,235 1,044 18% 2020-06-30
MADDEN SECURITIES Corp 1,232 0 New Buy 2020-06-30
FIRST UNITED BANK TRUST/ 1,226 1,426 14% 2020-06-30
BURNEY CO/ 102 102 No Change 2020-06-30
Stonebridge Capital Advisors LLC 1,225 160 666% 2020-06-30
Sandy Spring Bank 1,216 1,226 1% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1,212 1,536 21% 2020-06-30
Goss Wealth Management LLC 1,211 941 29% 2020-06-30
Hoover Financial Advisors, Inc. 1,196 1,196 No Change 2020-06-30
PBWM Holdings, LLC 1,193 1,193 No Change 2020-06-30
Traverso Chambers Private Wealth Management, LLC 1,187 1,158 3% 2020-06-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 1,180 0 New Buy 2020-06-30
ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,180 1,194 1% 2020-06-30
Financial Engines Advisors L.L.C. 1,179 0 New Buy 2020-06-30
Blue Fin Capital, Inc. 1,179 1,460 19% 2020-06-30
Well Done, LLC 1,173 0 New Buy 2020-06-30
FRONTIER INVESTMENT MGMT CO 1,169 1,000 17% 2020-06-30
Lido Advisors, LLC 1,158 0 New Buy 2020-06-30
CAPROCK Group, Inc. 1,157 1,157 No Change 2020-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,156 0 New Buy 2020-06-30
AdvisorNet Financial, Inc 1,148 1,032 11% 2020-06-30
FIRST INTERSTATE BANK 1,144 1,364 16% 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1,144 1,039 10% 2020-06-30
DIVERGENT WEALTH ADVISORS, LLC 1,142 1,142 No Change 2020-06-30
Wealthcare Advisory Partners LLC 1,141 854 34% 2020-06-30
9258 Wealth Management, LLC 1,134 1,134 No Change 2020-06-30
Mutual Advisors, LLC 1,131 0 New Buy 2020-06-30
Zhang Financial LLC 1,123 1,123 No Change 2020-06-30
SkyOak Wealt, LLC 1,118 1,102 1% 2020-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1,105 0 New Buy 2020-06-30
Plancorp, LLC 1,104 1,099 0% 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,100 1,125 2% 2020-06-30
GREENLEAF TRUST 1,100 1,100 No Change 2020-06-30
Larson Financial Group LLC 307 0 New Buy 2020-06-30
Capital Planning Advisors, LLC 1,096 1,166 6% 2020-06-30
Focused Wealth Management, Inc 1,094 1,373 20% 2020-06-30
SIGNATUREFD, LLC 1,093 1,293 15% 2020-06-30
Personal Capital Advisors Corp 1,090 2,463 56% 2020-06-30
TOWNSQUARE CAPITAL LLC 1,090 1,111 2% 2020-06-30
Cedar Brook Financial Partners, LLC 1,083 1,083 No Change 2020-06-30
Neumann Capital Management, LLC 1,082 1,082 No Change 2020-06-30
Freestone Capital Holdings, LLC 1,076 1,076 No Change 2020-06-30
Summit X, LLC 1,076 1,285 16% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 1,062 1,060 0% 2020-06-30
Keeley-Teton Advisors, LLC 1,051 0 New Buy 2020-06-30
GABLES CAPITAL MANAGEMENT INC. 1,050 1,050 No Change 2020-06-30
ALESCO ADVISORS LLC 1,045 1,045 No Change 2020-06-30
Weaver Consulting Group 1,041 1,041 No Change 2020-06-30
Successful Portfolios LLC 1,039 1,039 No Change 2020-06-30
Patriot Investment Management Inc. 1,033 1,033 No Change 2020-06-30
Actinver Wealth Management, Inc. 1,025 0 New Buy 2020-06-30
CARRET ASSET MANAGEMENT 1,022 1,022 No Change 2020-06-30
Armbruster Capital Management, Inc. 1,020 1,020 No Change 2020-06-30
Cornerstone Advisory, LLP 810 0 New Buy 2020-06-30
Wealthsimple US, Ltd. 0 1,000 Sold Out 2020-06-30
SONATA CAPITAL GROUP INC 1,004 1,002 0% 2020-06-30
Marks Group Wealth Management, Inc 1,002 1,002 No Change 2020-06-30
BECK MACK & OLIVER LLC 1,000 1,000 No Change 2020-06-30
HORIZON BANCORP /IN/ 1,000 1,000 No Change 2020-06-30
Ipswich Investment Management Co., Inc. 1,000 1,000 No Change 2020-06-30
FIERA SCEPTRE INC. 1,000 1,069 6% 2020-06-30
FORT PITT CAPITAL GROUP, LLC 1,000 0 New Buy 2020-06-30
Windham Capital Management, LLC 999 999 No Change 2020-06-30
Clarity Wealth Advisors, LLC 998 0 New Buy 2020-06-30
WETHERBY ASSET MANAGEMENT INC 990 0 New Buy 2020-06-30
Eldridge Investment Advisors, Inc. 970 970 No Change 2020-06-30
F3Logic, LLC 961 1,089 12% 2020-06-30
Koshinski Asset Management, Inc. 960 0 New Buy 2020-06-30
Rehmann Capital Advisory Group 960 0 New Buy 2020-06-30
DOHJ, LLC 960 960 No Change 2020-06-30
Greenwich Investment Management, Inc. 950 950 No Change 2020-06-30
CBIZ Investment Advisory Services, LLC 942 942 No Change 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 940 940 No Change 2020-06-30
Meridian Wealth Advisors, LLC 939 0 New Buy 2020-06-30
John W. Brooker & Co., CPAs 927 927 No Change 2020-06-30
Schneider Downs Wealth Management Advisors, LP 917 917 No Change 2020-06-30
Carroll Financial Associates, Inc. 913 913 No Change 2020-06-30
Emerald Investment Partners, LLC 910 0 New Buy 2020-06-30
PFG Advisors 909 1,622 44% 2020-06-30
Winthrop Advisory Group LLC 894 0 New Buy 2020-06-30
Rikoon Group, LLC 891 0 New Buy 2020-06-30
MERIDIAN MANAGEMENT CO 890 0 New Buy 2020-06-30
Moisand Fitzgerald Tamayo, LLC 886 0 New Buy 2020-06-30
INVERNESS COUNSEL INC /NY/ 881 0 New Buy 2020-06-30
BP WEALTH MANAGEMENT, LLC 867 77 1,026% 2020-06-30
Nikulski Financial, Inc. 865 0 New Buy 2020-06-30
Evensky & Katz, Inc. 864 864 No Change 2020-06-30
Sowa Financial Group, Inc. 863 863 No Change 2020-06-30
Jaffetilchin Investment Partners, LLC 862 0 New Buy 2020-06-30
Diversified Portfolios, Inc. 859 0 New Buy 2020-06-30
FIRST MANHATTAN CO 853 800 7% 2020-06-30
Quantbot Technologies LLC 852 0 New Buy 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 852 936 9% 2020-06-30
Ocean Capital Management, LLC 851 0 New Buy 2020-06-30
Red Door Wealth Management, LLC 840 870 3% 2020-06-30
FIRST NATIONAL BANK OF OMAHA 834 0 New Buy 2020-06-30
GREENWOOD CAPITAL ASSOCIATES LLC 811 0 New Buy 2020-06-30
FINANCIAL COUNSELORS INC 808 0 New Buy 2020-06-30
Abbrea Capital, LLC 807 1,147 30% 2020-06-30
TANDEM CAPITAL MANAGEMENT CORP /ADV 805 0 New Buy 2020-06-30
AYRSHIRE ASSOCIATES INC 800 0 New Buy 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 800 0 New Buy 2020-06-30
High Falls Advisors, Inc 800 0 New Buy 2020-06-30
Titus Wealth Management 790 0 New Buy 2020-06-30
Crewe Advisors LLC 786 786 No Change 2020-06-30
HOLDERNESS INVESTMENTS CO 780 0 New Buy 2020-06-30
COLONY GROUP LLC 777 0 New Buy 2020-06-30
CITY HOLDING CO 700 700 No Change 2020-06-30
CFM WEALTH PARTNERS LLC 687 687 No Change 2020-06-30
Ellis Investment Partners, LLC 672 680 1% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 660 660 No Change 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 610 610 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 606 0 New Buy 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 600 0 New Buy 2020-06-30
Eudaimonia Partners, LLC 576 417 38% 2020-06-30
Apollon Wealth Management, LLC 535 0 New Buy 2020-06-30
North Star Investment Management Corp. 530 530 No Change 2020-06-30
Hartland & Co., LLC 530 530 No Change 2020-06-30
D'Orazio & Associates, Inc. 515 515 No Change 2020-06-30
BDO Wealth Advisors, LLC 515 675 24% 2020-06-30
Vigilant Capital Management, LLC 511 1,166 56% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 502 502 No Change 2020-06-30
First Bank & Trust 474 0 New Buy 2020-06-30
Evolution Wealth Advisors, LLC 461 461 No Change 2020-06-30
Atlas Private Wealth Management 461 0 New Buy 2020-06-30
Stelac Advisory Services LLC 451 0 New Buy 2020-06-30
SECURITY NATIONAL TRUST CO 450 450 No Change 2020-06-30
Burt Wealth Advisors 450 450 No Change 2020-06-30
CULLEN FROST BANKERS INC 434 433 0% 2020-06-30
Prime Capital Investment Advisors, LLC 425 244 74% 2020-06-30
Trust Co 400 0 New Buy 2020-06-30
GROUP ONE TRADING, L.P. 398 0 New Buy 2020-06-30
Parallel Advisors, LLC 394 392 1% 2020-06-30
Jackson, Grant Investment Advisers, Inc. 365 363 1% 2020-06-30
Winch Advisory Services, LLC 350 349 0% 2020-06-30
TOMPKINS FINANCIAL CORP 349 349 No Change 2020-06-30
SRS Capital Advisors, Inc. 346 0 New Buy 2020-06-30
Disciplined Investments, LLC 340 341 0% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 324 74 338% 2020-06-30
Column Capital Advisors, LLC 310 310 No Change 2020-06-30
Private Ocean, LLC 307 1,084 72% 2020-06-30
Covington Capital Management 300 300 No Change 2020-06-30
Hanson Investment Management 300 0 New Buy 2020-06-30
TrueNorth, Inc. 300 0 New Buy 2020-06-30
Oakworth Capital, Inc. 300 300 No Change 2020-06-30
Private Capital Group, LLC 292 292 No Change 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 270 270 No Change 2020-06-30
Kore Private Wealth LLC 270 0 New Buy 2020-06-30
Bartlett & Co. LLC 260 260 No Change 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 185 260 29% 2020-06-30
Pinnacle Bank 250 250 No Change 2020-06-30
Principle Wealth Partners LLC 250 0 New Buy 2020-06-30
VALLEY NATIONAL ADVISERS INC 249 629 60% 2020-06-30
MANCHESTER FINANCIAL INC 241 341 29% 2020-06-30
Orion Portfolio Solutions, LLC 218 0 New Buy 2020-06-30
Barrett Asset Management, LLC 212 212 No Change 2020-06-30
BROWN BROTHERS HARRIMAN & CO 200 0 New Buy 2020-06-30
Capital Directions Investment Advisors, LLC 171 171 No Change 2020-06-30
Brand Asset Management Group, Inc. 164 164 No Change 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 150 150 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 150 0 New Buy 2020-06-30
Endurance Wealth Management, Inc. 148 0 New Buy 2020-06-30
SMITHFIELD TRUST CO 145 145 No Change 2020-06-30
Parkside Financial Bank & Trust 140 220 36% 2020-06-30
Gradient Investments LLC 140 140 No Change 2020-06-30
AMERICAN NATIONAL BANK 136 136 No Change 2020-06-30
Meridian Wealth Partners, LLC 133 0 New Buy 2020-06-30
FSA Wealth Management LLC 132 0 New Buy 2020-06-30
CFG Asset Management LLC 125 125 No Change 2020-06-30
Costello Asset Management, INC 123 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 120 120 No Change 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 114 114 No Change 2020-06-30
Archer Investment Corp 0 132 Sold Out 2020-06-30
Atlas Private Wealth Advisors 103 0 New Buy 2020-06-30
Certified Advisory Corp 101 101 No Change 2020-06-30
ARCADIA INVESTMENT MANAGEMENT CORP/MI 100 0 New Buy 2020-06-30
Turim 21 Investimentos Ltda. 98 0 New Buy 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 83 83 No Change 2020-06-30
Laurel Wealth Advisors LLC 82 81 1% 2020-06-30
Edge Wealth Management LLC 80 80 No Change 2020-06-30
Horrell Capital Management, Inc. 75 75 No Change 2020-06-30
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 70 0 New Buy 2020-06-30
Kistler-Tiffany Companies, LLC 61 60 2% 2020-06-30
PROFFITT & GOODSON INC 60 113 47% 2020-06-30
MCF Advisors LLC 60 60 No Change 2020-06-30
TSFG, LLC 60 60 No Change 2020-06-30
Summit Investment Advisors, Inc. 58 58 No Change 2020-06-30
Versant Capital Management, Inc 53 53 No Change 2020-06-30
JACKSON SQUARE CAPITAL, LLC 53 187 72% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 100 50% 2020-06-30
Deane Retirement Strategies, Inc. 50 50 No Change 2020-06-30
Bogart Wealth, LLC 50 50 No Change 2020-06-30
Pacitti Group Inc. 50 225 78% 2020-06-30
RPG Investment Advisory, LLC 49 49 No Change 2020-06-30
Carmichael Hill & Associates, Inc. 49 49 No Change 2020-06-30
Efficient Wealth Management LLC 48 48 No Change 2020-06-30
Cranbrook Wealth Management, LLC 47 0 New Buy 2020-06-30
TRUEWEALTH LLC 46 16 188% 2020-06-30
Pflug Koory, LLC 45 45 No Change 2020-06-30
Firestone Capital Management 41 40 3% 2020-06-30
First Personal Financial Services 39 20 95% 2020-06-30
USA Financial Portformulas Corp 38 38 No Change 2020-06-30
Lowe fs, LLC 36 36 No Change 2020-06-30
Valeo Financial Advisors, LLC 33 33 No Change 2020-06-30
Financial Management Professionals, Inc. 30 30 No Change 2020-06-30
Davis Capital Management 30 0 New Buy 2020-06-30
Taylor Hoffman Wealth Management 29 0 New Buy 2020-06-30
Regal Wealth Group, Inc. 27 27 No Change 2020-06-30
Semmax Financial Advisors Inc. 26 26 No Change 2020-06-30
ADIRONDACK TRUST CO 25 25 No Change 2020-06-30
Ironwood Wealth Management, llc 25 25 No Change 2020-06-30
Tradewinds Capital Management, LLC 24 24 No Change 2020-06-30
Eukles Asset Management 22 22 No Change 2020-06-30
Joseph P. Lucia & Associates, LLC 22 22 No Change 2020-06-30
Horan Securities, Inc. 12 12 No Change 2020-06-30
Investors Research Corp 12 12 No Change 2020-06-30
TORONTO DOMINION BANK 2 1,300 100% 2020-06-30
McIlrath & Eck, LLC 11 0 New Buy 2020-06-30
TRUST CO OF VERMONT 10 10 No Change 2020-06-30
JNBA Financial Advisors 10 10 No Change 2020-06-30
Truvestments Capital LLC 10 0 New Buy 2020-06-30
Lenox Wealth Management, Inc. 7 7 No Change 2020-06-30
Global Wealth Management Investment Advisory, Inc. 6 6 No Change 2020-06-30
Sonora Investment Management, LLC 5 19 74% 2020-06-30
Bay Harbor Wealth Management, LLC 2 25 92% 2020-06-30
Savior LLC 2 0 New Buy 2020-06-30
Lloyd Advisory Services, LLC. 2 2 No Change 2020-06-30
MEEDER ASSET MANAGEMENT INC 0 58 Sold Out 2020-06-30
Forward Management, LLC 0 88,162 Sold Out 2020-06-30
Milestone Group, Inc. 0 1,063 Sold Out 2020-06-30
DIAM Co., Ltd. 0 27,440 Sold Out 2020-06-30
ARROW FINANCIAL CORP 0 115 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 612 Sold Out 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 0 100 Sold Out 2020-06-30
BROADMARK ASSET MANAGEMENT LLC 0 62,100 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 539 Sold Out 2020-06-30
COMMERZBANK AKTIENGESELLSCHAFT /FI 0 5,580 Sold Out 2020-06-30
Reynders McVeigh Capital Management, LLC 0 1,251 Sold Out 2020-06-30
Financeware, Inc. 0 759 Sold Out 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 0 1,445 Sold Out 2020-06-30
Sumitomo Mitsui Trust Holdings, Inc. 0 3,500 Sold Out 2020-06-30
Madden Advisory Services, Inc. 0 7,755 Sold Out 2020-06-30
Warren Averett Asset Management, LLC 0 1,425 Sold Out 2020-06-30
Gunma Bank,Ltd. 0 68,700 Sold Out 2020-06-30
OARSMAN CAPITAL, INC. 0 1,505 Sold Out 2020-06-30
Oxbow Advisors, LLC 0 2,625 Sold Out 2020-06-30
American Asset Management Inc. 0 6,000 Sold Out 2020-06-30
Mirae Asset Global Investments Co., Ltd. 0 30,086 Sold Out 2020-06-30
Baystate Wealth Management LLC 0 23 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 2,029 Sold Out 2020-06-30
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0 11,146 Sold Out 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 0 121 Sold Out 2020-06-30
Capital Analysts, Inc. 0 147 Sold Out 2020-06-30
Karp Capital Management Corp 0 2,612 Sold Out 2020-06-30
K2 PRINCIPAL FUND, L.P. 0 150,000 Sold Out 2020-06-30
Harfst & Associates, Inc. 0 2,017 Sold Out 2020-06-30
Cribstone Capital Management, LLC 0 200 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 229 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 4,199 Sold Out 2020-06-30
Global Financial Private Capital, LLC 0 12 Sold Out 2020-06-30
Capital Bank & Trust Co 0 300 Sold Out 2020-06-30
Gradient Capital Advisors, LLC 0 2,452 Sold Out 2020-06-30
Caption Management, LLC 0 105,500 Sold Out 2020-06-30
HoyleCohen, LLC 0 2,379 Sold Out 2020-06-30
QVR LLC 0 30,136 Sold Out 2020-06-30
MinichMacGregor Wealth Management, LLC 0 1,407 Sold Out 2020-06-30
Lavaca Capital LLC 0 4,000 Sold Out 2020-06-30
Ellevest, Inc. 0 89 Sold Out 2020-06-30
Allred Capital Management, LLC 0 75 Sold Out 2020-06-30
Bremer Bank National Association 0 21,578 Sold Out 2020-06-30
AlphaCore Capital LLC 0 3 Sold Out 2020-06-30
Pacifica Partners Inc. 0 400 Sold Out 2020-06-30
Key FInancial Inc 0 163 Sold Out 2020-06-30
Texas Capital Bank Wealth Management Services Inc 0 1,229 Sold Out 2020-06-30
EPG Wealth Management LLC 0 1,120 Sold Out 2020-06-30
BALLAST ADVISORS LLC 0 300 Sold Out 2020-06-30
CVA Family Office, LLC 0 4,204 Sold Out 2020-06-30
Danda Trouve Investment Management, Inc. 0 137 Sold Out 2020-06-30
RSM US WEALTH MANAGEMENT LLC 0 983 Sold Out 2020-06-30
SUMITOMO MITSUI FINANCIAL GROUP, INC. 490,000 0 New Buy 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 28,056 25,540 10% 2020-03-31
SIMPLEX TRADING, LLC 94,580 0 New Buy 2020-03-31
Curtis Advisory Group, LLC 77,490 74,094 5% 2020-03-31
MML INVESTORS SERVICES, LLC 48,672 52,110 7% 2020-03-31
Pinnacle Holdings, LLC 35,701 37,575 5% 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 24,800 12,900 92% 2020-03-31
BIRINYI ASSOCIATES INC 21,461 0 New Buy 2020-03-31
Steward Partners Investment Advisory, LLC 16,677 35,023 52% 2020-03-31
Verity Asset Management, Inc. 15,071 15,845 5% 2020-03-31
Capital Square, LLC 9,089 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 7,309 0 New Buy 2020-03-31
SignalPoint Asset Management, LLC 6,208 3,587 73% 2020-03-31
INTL FCSTONE INC. 5,642 4,708 20% 2020-03-31
BOYS ARNOLD & CO INC 5,400 10,400 48% 2020-03-31
DEUTSCHE BANK AG 4,701 4,924 5% 2020-03-31
RDA Financial Network 4,400 4,441 1% 2020-03-31
COMMUNITY TRUST & INVESTMENT CO 3,900 3,900 No Change 2020-03-31
Waterloo Capital, L.P. 3,900 0 New Buy 2020-03-31
NOESIS CAPITAL MANGEMENT CORP 2,968 3,107 4% 2020-03-31
Atlantic Trust Group, LLC 2,558 3,686 31% 2020-03-31
Clarus Wealth Advisors 2,360 0 New Buy 2020-03-31
Integer Wealth Advisors Group LLC 2,349 2,349 No Change 2020-03-31
FIRST FINANCIAL CORP /IN/ 2,262 2,147 5% 2020-03-31
Founders Capital Management 1,812 1,867 3% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 1,744 0 New Buy 2020-03-31
Resources Investment Advisors, Inc. 1,673 1,673 No Change 2020-03-31
Krilogy Financial LLC 1,200 0 New Buy 2020-03-31
Wall Street Access Asset Management, LLC 1,116 0 New Buy 2020-03-31
Willingdon Wealth Management 903 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 406 275 48% 2020-03-31
Center for Financial Planning, Inc. 230 230 No Change 2020-03-31
TOTH FINANCIAL ADVISORY CORP 20 0 New Buy 2020-03-31
Lake Point Wealth Management 3 2 50% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 40 Sold Out 2020-03-31
HALL CAPITAL MANAGEMENT CO INC 0 812 Sold Out 2020-03-31
Gierl Augustine Investment Management Inc 0 44 Sold Out 2020-03-31
Laurel Wealth Advisors, Inc. 0 754 Sold Out 2020-03-31
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