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STOCK TICKER:
ISHARES JP MORGAN   (ticker: EMB)
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
WELLS FARGO & CO/MN 10,806,102 10,067,228 7% 2020-06-30
UBS Group AG 0 1,279,400 Sold Out 2020-06-30
Betterment LLC 4,981,237 3,677,465 35% 2020-06-30
CITIGROUP INC 4,827,058 3,203,381 51% 2020-06-30
MORGAN STANLEY 3,565,983 0 New Buy 2020-06-30
Rokos Capital Management LLP 3,450,042 0 New Buy 2020-06-30
ROYAL BANK OF CANADA 3,354,065 0 New Buy 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 1,850 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 2,975,766 1,634,108 82% 2020-06-30
CREDIT SUISSE/ 2,901,639 1,758,701 65% 2020-06-30
J P MORGAN CHASE & CO 2,852,999 5,185,147 45% 2020-06-30
Wealthfront Advisers LLC 2,745,944 2,657,272 3% 2020-06-30
Municipal Employees' Retirement System of Michigan 2,702,315 1,163,331 132% 2020-06-30
Susquehanna International Group, LLP 2,673,103 1,605,181 67% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 2,461,705 2,461,872 0% 2020-06-30
LPL Financial CORP 2,356,686 2,394,898 2% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2,085,501 0 New Buy 2020-06-30
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,972,036 409,740 381% 2020-06-30
SEI INVESTMENTS CO 1,785,860 1,569,253 14% 2020-06-30
BlueCrest Capital Management Ltd 1,655,000 1,023,100 62% 2020-06-30
Gramercy Funds Management LLC 1,650,000 0 New Buy 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 1,558,761 0 New Buy 2020-06-30
BANK OF NOVA SCOTIA / 1,425,104 0 New Buy 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 63,175 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 1,332,652 0 New Buy 2020-06-30
Amerivest Investment Management LLC 1,142,982 1,023,113 12% 2020-06-30
AMERIPRISE FINANCIAL INC 961,441 0 New Buy 2020-06-30
Mirae Asset Global Investments Co., Ltd. 932,684 1,660,268 44% 2020-06-30
BARCLAYS PLC 86 1,000 91% 2020-06-30
PFM Asset Management LLC 866,440 0 New Buy 2020-06-30
BCJ Capital Management, LLC 707,836 0 New Buy 2020-06-30
Neuberger Berman Group LLC 700,498 794,784 12% 2020-06-30
Bluefin Trading, LLC 51,258 0 New Buy 2020-06-30
STATE OF WISCONSIN INVESTMENT BOARD 659,166 531,466 24% 2020-06-30
Morningstar Investment Services, Inc. 645,156 566,512 14% 2020-06-30
MD Financial Management Inc. 570,342 656,944 13% 2020-06-30
Athanor Capital, LP 522,500 0 New Buy 2020-06-30
Savant Capital Management Inc 495,272 489,866 1% 2020-06-30
NextCapital Advisers, Inc. 493,671 420,537 17% 2020-06-30
MATHER GROUP, INC. 485,672 451,339 8% 2020-06-30
Sumitomo Mitsui Trust Holdings, Inc. 473,702 351,456 35% 2020-06-30
Venturi Wealth Management, LLC 468,456 0 New Buy 2020-06-30
Bank of New York Mellon CORP 468,192 440,810 6% 2020-06-30
LANSDOWNE PARTNERS (UK) LLP 422,500 0 New Buy 2020-06-30
CIBC Global Asset Management Inc 412,481 500,728 18% 2020-06-30
TIAA, FSB 803 803 No Change 2020-06-30
683 Capital Management, LLC 400,000 0 New Buy 2020-06-30
Deer Park Road Corp 400,000 0 New Buy 2020-06-30
Nationwide Asset Management LLC 400,000 0 New Buy 2020-06-30
Modera Wealth Management, LLC 393,040 377,192 4% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 4,776 4,776 No Change 2020-06-30
HSBC HOLDINGS PLC 382,833 0 New Buy 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 381,605 205,036 86% 2020-06-30
TD ASSET MANAGEMENT INC 356,000 7,800 4,464% 2020-06-30
BB&T CORP 342,275 0 New Buy 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 327,765 0 New Buy 2020-06-30
Allianz Asset Management AG 316,570 71,120 345% 2020-06-30
WELLINGTON MANAGEMENT CO LLP 304,582 231,160 32% 2020-06-30
SG Americas Securities, LLC 297,105 289,122 3% 2020-06-30
MEEDER ASSET MANAGEMENT INC 16,862 234 7,106% 2020-06-30
Invesco Ltd. 288,000 0 New Buy 2020-06-30
Horizon Investments, LLC/SC 4,386 0 New Buy 2020-06-30
COUNTRY TRUST BANK 280,884 280,913 0% 2020-06-30
MainStreet Investment Advisors LLC 244,713 0 New Buy 2020-06-30
PineBridge Investments Ltd 239,500 0 New Buy 2020-06-30
DIAM Co., Ltd. 237,995 239,358 1% 2020-06-30
Goodman & Company, Investment Counsel Ltd. 231,268 230,931 0% 2020-06-30
Global Financial Private Capital, LLC 228,025 201,326 13% 2020-06-30
PFS INVESTMENTS INC. 225,192 143,269 57% 2020-06-30
Point72 Asset Management, L.P. 220,000 0 New Buy 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 216,977 0 New Buy 2020-06-30
Conservest Capital Advisors, Inc. 206,343 211,707 3% 2020-06-30
Employees Retirement System of Texas 200,000 200,000 No Change 2020-06-30
GOLDMAN SACHS GROUP INC 11,655 0 New Buy 2020-06-30
UNITED SERVICES AUTOMOBILE ASSOCIATION 198,376 622,341 68% 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 192,709 176,598 9% 2020-06-30
Hilton Capital Management, LLC 185,413 0 New Buy 2020-06-30
US BANCORP DE 177,787 221,415 20% 2020-06-30
NORTHERN TRUST CORP 176,634 0 New Buy 2020-06-30
FUKOKU MUTUAL LIFE INSURANCE Co 170,000 170,000 No Change 2020-06-30
CI INVESTMENTS INC. 165,892 0 New Buy 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 165,046 164,872 0% 2020-06-30
Ionic Capital Management LLC 164,152 129,952 26% 2020-06-30
CAXTON ASSOCIATES LLC (Bruce Kovner) 154,960 0 New Buy 2020-06-30
IndexIQ Advisors LLC 146,854 121,397 21% 2020-06-30
Parian Global Management LP 144,000 0 New Buy 2020-06-30
CAPITAL ONE FINANCIAL CORP 143,300 125,552 14% 2020-06-30
AMP Capital Investors Ltd 142,808 0 New Buy 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 140,895 56,581 149% 2020-06-30
Banco Santander, S.A. 900 900 No Change 2020-06-30
NorthCoast Asset Management LLC 133,847 263,536 49% 2020-06-30
Strategic Investment Advisors / MI 133,535 114,741 16% 2020-06-30
FDx Advisors, Inc. 130,500 0 New Buy 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 128,183 139,066 8% 2020-06-30
American Financial Advisors, LLC 121,621 118,445 3% 2020-06-30
Coastal Capital Group, Inc. 121,039 120,315 1% 2020-06-30
DUALITY ADVISERS, LP 120,994 0 New Buy 2020-06-30
BLB&B Advisors, LLC 118,210 113,312 4% 2020-06-30
PRUDENT INVESTORS NETWORK 117,731 99,002 19% 2020-06-30
Raymond James Financial Services Advisors, Inc. 117,324 187,133 37% 2020-06-30
Man Group plc 114,386 7,095 1,512% 2020-06-30
Susquehanna International Group Ltd. 113,629 69,956 62% 2020-06-30
Versant Capital Management, Inc 112,041 118,171 5% 2020-06-30
RAYMOND JAMES & ASSOCIATES 110,505 167,614 34% 2020-06-30
Probity Advisors, Inc. 108,887 0 New Buy 2020-06-30
PICTET ASSET MANAGEMENT LTD 107,000 0 New Buy 2020-06-30
Banque Cantonale Vaudoise 690 690 No Change 2020-06-30
Capital Planning Advisors, LLC 104,570 100,083 4% 2020-06-30
Highland Private Wealth Management 104,407 102,949 1% 2020-06-30
Renaissance Technologies(Jim Simons) 94,200 0 New Buy 2020-06-30
Abundance Wealth Counselors 92,604 107,717 14% 2020-06-30
Glen Point Capital LLP 92,000 0 New Buy 2020-06-30
FINANCIAL LIFE ADVISORS 91,492 79,472 15% 2020-06-30
Towercrest Capital Management 90,150 71,353 26% 2020-06-30
ALLIANCEBERNSTEIN L.P. 87,368 427,368 80% 2020-06-30
Stairway Partners, LLC 86,769 85,722 1% 2020-06-30
SAGE FINANCIAL GROUP INC 86,664 118,572 27% 2020-06-30
Baker Avenue Asset Management, LP 86,558 81,398 6% 2020-06-30
Bernicke & Associates, LTD 85,681 117,567 27% 2020-06-30
QUATTRO FINANCIAL ADVISORS LLC 85,485 89,362 4% 2020-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC 83,226 0 New Buy 2020-06-30
Sumitomo Mitsui Asset Management Company, LTD 83,212 84,616 2% 2020-06-30
IFP Advisors, Inc 83,180 76,897 8% 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 82,700 74,300 11% 2020-06-30
Equitable Holdings, Inc. 18,786 0 New Buy 2020-06-30
HighTower Advisors, LLC 80,530 91,221 12% 2020-06-30
DERBY & COMPANY, INC 74,218 74,020 0% 2020-06-30
BABSON CAPITAL MANAGEMENT LLC 73,292 0 New Buy 2020-06-30
SigFig Wealth Management, LLC 71,898 63,706 13% 2020-06-30
Capital Analysts, Inc. 70,538 78,411 10% 2020-06-30
Boyer & Corporon Wealth Management, LLC 69,418 125,073 44% 2020-06-30
Visionary Wealth Advisors 69,162 0 New Buy 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 68,606 62,473 10% 2020-06-30
Qube Research & Technologies Ltd 67,620 0 New Buy 2020-06-30
6 Meridian 67,328 75,222 10% 2020-06-30
CLS INVESTMENT FIRM, LLC 65,654 91,558 28% 2020-06-30
SCOTIA CAPITAL INC. 64,585 62,022 4% 2020-06-30
LFA - Lugano Financial Advisors SA 63,965 47,759 34% 2020-06-30
Strategic Investment Advisors, Inc 62,035 0 New Buy 2020-06-30
ETRADE Capital Management LLC 40,186 41,644 4% 2020-06-30
Jaffetilchin Investment Partners, LLC 61,373 0 New Buy 2020-06-30
LeJeune Puetz Investment Counsel LLC 61,310 60,509 1% 2020-06-30
Robertson Stephens Wealth Management, LLC 58,578 6,642 782% 2020-06-30
Forefront Analytics, LLC 21,977 45,633 52% 2020-06-30
BANK OF MONTREAL /CAN/ 53,977 61,765 13% 2020-06-30
AdvicePeriod, LLC 53,902 52,085 3% 2020-06-30
Financial Enhancement Group LLC 52,938 75,568 30% 2020-06-30
FOSTER & MOTLEY INC 51,878 4,506 1,051% 2020-06-30
UBP Investment Advisors SA 50,718 50,121 1% 2020-06-30
Riggs Asset Managment Co. Inc. 48,747 728 6,596% 2020-06-30
Polaris Wealth Advisers, LLC 48,403 0 New Buy 2020-06-30
Eqis Capital Management, Inc. 48,141 51,483 6% 2020-06-30
Checchi Capital Advisers, LLC 47,697 46,961 2% 2020-06-30
NEXT Financial Group, Inc 12,414 48,031 74% 2020-06-30
Occidental Asset Management, LLC 47,189 45,663 3% 2020-06-30
Financial Advisors Network, Inc. 46,117 43,700 6% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 45,985 43,360 6% 2020-06-30
Hilltop Holdings Inc. 45,379 0 New Buy 2020-06-30
W.G. Shaheen & Associates DBA Whitney & Co 45,014 43,200 4% 2020-06-30
Omega Financial Group, LLC 42,741 41,371 3% 2020-06-30
ALPS ADVISERS INC 42,650 43,740 2% 2020-06-30
Parkside Financial Bank & Trust 42,573 47,444 10% 2020-06-30
Mountain Capital Investment Advisors, Inc 42,546 47,537 10% 2020-06-30
Private Advisor Group, LLC 40,909 51,260 20% 2020-06-30
FRANKLIN RESOURCES INC 40,153 40,202 0% 2020-06-30
GUGGENHEIM CAPITAL LLC 39,583 40,800 3% 2020-06-30
FIRST TRUST ADVISORS LP 39,349 49,059 20% 2020-06-30
FIRST MERCHANTS CORP 39,132 37,758 4% 2020-06-30
STIFEL FINANCIAL CORP 15,524 0 New Buy 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 38,462 0 New Buy 2020-06-30
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 38,281 41,481 8% 2020-06-30
Alliance Wealth Management Group 38,185 0 New Buy 2020-06-30
KCS Wealth Advisory 37,382 32,313 16% 2020-06-30
Voya Financial Advisors, Inc. 36,092 0 New Buy 2020-06-30
Seatown Holdings Pte. Ltd. 36,000 0 New Buy 2020-06-30
PFG Financial Advisors 35,763 33,934 5% 2020-06-30
Midwest Professional Planners, LTD. 35,411 24,529 44% 2020-06-30
Sage Advisory Services, Ltd.Co. 35,201 34,653 2% 2020-06-30
Symmetry Partner, LLC 35,113 34,985 0% 2020-06-30
HPM Partners LLC 34,955 0 New Buy 2020-06-30
Mackey Komara & Dankovich, LLC 34,597 35,700 3% 2020-06-30
Virtue Capital Management, LLC 34,416 2,728 1,162% 2020-06-30
Wharton Business Group, LLC 34,075 34,075 No Change 2020-06-30
New England Private Wealth Advisors LLC 33,120 32,757 1% 2020-06-30
Autus Asset Management, LLC 3,721 63,183 94% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 32,029 31,281 2% 2020-06-30
Copperleaf Capital, LLC 31,358 30,463 3% 2020-06-30
Litman Gregory Asset Management LLC 31,085 29,685 5% 2020-06-30
REGIONS FINANCIAL CORP 31,077 26,100 19% 2020-06-30
First Allied Advisory Services, Inc. 30,893 14,623 111% 2020-06-30
DIMENSION CAPITAL MANAGEMENT PARTNERS 30,888 76,650 60% 2020-06-30
Ackerman Capital Advisors, LLC 17,748 0 New Buy 2020-06-30
BRINKER CAPITAL INC 29,036 0 New Buy 2020-06-30
Insight Wealth Partners, LLC 28,642 26,931 6% 2020-06-30
Multi-Financial Securities Corp 28,078 14,225 97% 2020-06-30
WHITE BAY PT LLC 0 110,770 Sold Out 2020-06-30
Norway Savings Bank 27,557 28,601 4% 2020-06-30
Canal Capital Management, LLC 27,402 0 New Buy 2020-06-30
Toroso Investments, LLC 26,080 0 New Buy 2020-06-30
Keebeck Alpha, LP 23,966 0 New Buy 2020-06-30
Steel Peak Wealth Management LLC 23,833 37,570 37% 2020-06-30
FOUNDERS FINANCIAL SECURITIES LLC 23,783 0 New Buy 2020-06-30
PFG Advisors 23,756 23,329 2% 2020-06-30
Columbus Macro, LLC 23,263 11,902 95% 2020-06-30
Arrow Investment Advisors, LLC 23,091 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 22,737 23,707 4% 2020-06-30
AE Wealth Management LLC 300 48,664 99% 2020-06-30
MILLENNIUM MANAGEMENT LLC 22,009 0 New Buy 2020-06-30
Rampart Investment Management Company, LLC 21,702 0 New Buy 2020-06-30
Integrated Wealth Concepts LLC 21,598 23,103 7% 2020-06-30
Legacy Wealth Partners, Inc. 21,390 0 New Buy 2020-06-30
New Potomac Partners, LLC 21,377 20,377 5% 2020-06-30
PARK AVENUE SECURITIES LLC 21,178 0 New Buy 2020-06-30
DOWLING & YAHNKE INC 20,995 22,823 8% 2020-06-30
COMMERCE BANK N A/MO 20,946 20,941 0% 2020-06-30
EPIQ PARTNERS, LLC 20,870 20,870 No Change 2020-06-30
Montecito Bank & Trust 20,531 21,495 4% 2020-06-30
Semmax Financial Advisors Inc. 20,518 28,142 27% 2020-06-30
Private Portfolio Partners LLC 20,454 0 New Buy 2020-06-30
Crossmark Global Holdings, Inc. 20,199 0 New Buy 2020-06-30
Lineweaver Wealth Advisors, LLC 20,197 36,064 44% 2020-06-30
AMERICAN CENTURY COMPANIES INC 20,184 0 New Buy 2020-06-30
MACKENZIE FINANCIAL CORP 20,021 20,365 2% 2020-06-30
COLTON GROOME FINANCIAL ADVISORS, LLC 19,791 9,354 112% 2020-06-30
Hardy Reed LLC 19,577 20,674 5% 2020-06-30
Evolution Wealth Advisors, LLC 19,226 0 New Buy 2020-06-30
MT LUCAS MANAGEMENT CORP 19,049 0 New Buy 2020-06-30
P-Solve LLC 18,972 18,972 No Change 2020-06-30
ISLAY CAPITAL MANAGEMENT, LLC 18,741 45,865 59% 2020-06-30
HANCOCK HOLDING CO 18,245 13,438 36% 2020-06-30
RIVERSEDGE ADVISORS, LLC 18,004 11,534 56% 2020-06-30
CORBETT ROAD CAPITAL MANAGEMENT, LLC 17,866 15,071 19% 2020-06-30
GenTrust, LLC 17,614 17,551 0% 2020-06-30
D. E. Shaw & Co., INC. (David E. Shaw) 17,050 0 New Buy 2020-06-30
Global Retirement Partners, LLC 16,766 17,473 4% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,653 15,962 4% 2020-06-30
Brookstone Capital Management 16,647 29,612 44% 2020-06-30
ARGI Investment Services, LLC 16,633 5,394 208% 2020-06-30
OHE FINANCIAL INC 16,617 0 New Buy 2020-06-30
Cutler Group LP 100 97,100 100% 2020-06-30
Intellectus Partners, LLC 16,558 21,498 23% 2020-06-30
Sowell Financial Services LLC 16,469 22,645 27% 2020-06-30
Capital Asset Advisory Services LLC 16,249 0 New Buy 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 16,190 23,495 31% 2020-06-30
Lee Financial CORP 16,133 16,156 0% 2020-06-30
Columbia Trust Co 01012016 15,883 11,781 35% 2020-06-30
Wealth Quarterback LLC 0 17,267 Sold Out 2020-06-30
Janney Montgomery Scott LLC 15,823 40,093 61% 2020-06-30
XML Financial, LLC 15,679 15,804 1% 2020-06-30
FINANCIAL ADVISORY CORP /UT/ /ADV 15,649 0 New Buy 2020-06-30
MIRSKY FINANCIAL MANAGEMENT CORP. 15,575 22,915 32% 2020-06-30
EP Wealth Advisors, Inc. 15,536 26,076 40% 2020-06-30
Blue Fin Capital, Inc. 15,441 16,338 5% 2020-06-30
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 15,244 15,959 4% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 15,107 23,269 35% 2020-06-30
Itau Unibanco Holding S.A. 15,000 0 New Buy 2020-06-30
Archetype Wealth Partners, LLC 14,856 14,503 2% 2020-06-30
Archford Capital Strategies, LLC 14,761 19,917 26% 2020-06-30
Verdence Capital Advisors LLC 14,486 0 New Buy 2020-06-30
Actinver Wealth Management, Inc. 14,447 4,129 250% 2020-06-30
CHARTER TRUST CO 14,294 16,980 16% 2020-06-30
HAP Trading, LLC 14,200 3,809,190 100% 2020-06-30
Good Life Advisors, LLC 14,097 15,370 8% 2020-06-30
Cetera Investment Advisers 13,972 12,125 15% 2020-06-30
GRIMES & COMPANY, INC. 13,609 5,631 142% 2020-06-30
Arete Wealth Advisors, LLC 13,559 5,801 134% 2020-06-30
H D Vest Advisory Services 13,219 13,745 4% 2020-06-30
NWI MANAGEMENT LP 13,000 0 New Buy 2020-06-30
SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.,LTD. 12,857 41,439 69% 2020-06-30
Garde Capital, Inc. 12,741 9,028 41% 2020-06-30
WRAPMANAGER INC 12,541 32,371 61% 2020-06-30
Soltis Investment Advisors LLC 12,324 60,170 80% 2020-06-30
Goss Wealth Management LLC 12,295 26,944 54% 2020-06-30
Kalos Management, Inc. 12,145 0 New Buy 2020-06-30
DUBUQUE BANK & TRUST CO 12,068 5,971 102% 2020-06-30
Brand Asset Management Group, Inc. 11,953 9,055 32% 2020-06-30
Dynamic Advisors Solutions LLC 11,929 11,500 4% 2020-06-30
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 11,876 0 New Buy 2020-06-30
CKW FINANCIAL GROUP 11,808 11,892 1% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 11,744 10,460 12% 2020-06-30
Integrated Advisors Network LLC 11,723 12,579 7% 2020-06-30
Koshinski Asset Management, Inc. 11,337 11,251 1% 2020-06-30
NWAM LLC 11,321 10,392 9% 2020-06-30
Stratos Wealth Partners, LTD. 11,306 21,350 47% 2020-06-30
Kovitz Investment Group Partners, LLC 11,273 0 New Buy 2020-06-30
Sawtooth Asset Management, Inc. 11,232 0 New Buy 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 11,055 12,105 9% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 125 125 No Change 2020-06-30
CLIENT 1ST ADVISORY GROUP, LLC 10,302 16,443 37% 2020-06-30
White Lighthouse Investment Management Inc. 9,978 18,956 47% 2020-06-30
Sunesis Advisors, LLC 9,921 9,921 No Change 2020-06-30
TOKIO MARINE ASSET MANAGEMENT CO LTD 9,800 8,800 11% 2020-06-30
Slow Capital, Inc. 9,650 9,853 2% 2020-06-30
Financial Advocates Investment Management 9,580 7,097 35% 2020-06-30
Advisory Services Network, LLC 9,541 0 New Buy 2020-06-30
STEPHENS INC /AR/ 9,436 9,486 1% 2020-06-30
Lido Advisors, LLC 9,283 9,413 1% 2020-06-30
Orion Portfolio Solutions, LLC 9,111 0 New Buy 2020-06-30
Ellevest, Inc. 6,153 5,192 19% 2020-06-30
Column Capital Advisors, LLC 8,996 6,045 49% 2020-06-30
Sigma Planning Corp 8,978 21,176 58% 2020-06-30
55I, LLC 8,968 5,905 52% 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,821 0 New Buy 2020-06-30
Wealth CMT 8,776 4,431 98% 2020-06-30
Nachman Norwood & Parrott, Inc 8,758 12,207 28% 2020-06-30
Dorsey Wright & Associates 8,740 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 0 7,284 Sold Out 2020-06-30
Redhawk Wealth Advisors, Inc. 8,558 0 New Buy 2020-06-30
PACIFIC CAPITAL WEALTH ADVISORS, INC 8,508 8,173 4% 2020-06-30
Pinnacle Advisory Group, Inc. 8,474 0 New Buy 2020-06-30
Ford Financial Group, Inc. 8,407 8,254 2% 2020-06-30
Patriot Investment Management Inc. 8,353 8,304 1% 2020-06-30
PROEQUITIES, INC. 8,313 9,640 14% 2020-06-30
Financial Network 8,200 15,734 48% 2020-06-30
Adviser Investments LLC 8,072 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 8,044 8,069 0% 2020-06-30
MA Private Wealth 7,924 8,186 3% 2020-06-30
American Institute for Advanced Investment Management, LLP 7,893 7,888 0% 2020-06-30
Cornerstone Wealth Group, LLC 7,864 0 New Buy 2020-06-30
United Asset Strategies, Inc. 7,796 8,634 10% 2020-06-30
M&T BANK CORP 7,795 11,162 30% 2020-06-30
Transamerica Financial Advisors, Inc. 7,769 0 New Buy 2020-06-30
Baird Financial Group, Inc. 7,735 7,011 10% 2020-06-30
Apollon Wealth Management, LLC 7,659 6,097 26% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 7,621 73,143 90% 2020-06-30
Ballew Advisors, Inc 7,543 0 New Buy 2020-06-30
Kingsview Wealth Management, LLC 7,458 9,160 19% 2020-06-30
Western Wealth Management, LLC 7,297 7,594 4% 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,217 20,154 64% 2020-06-30
Gilbert & Cook, Inc. 7,214 4,450 62% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 7,052 5,906 19% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 7,037 5,910 19% 2020-06-30
ADVANTUS CAPITAL MANAGEMENT INC 7,000 7,000 No Change 2020-06-30
National Asset Management, Inc. 6,953 8,104 14% 2020-06-30
EFG Asset Management (Americas) Corp. 6,925 6,901 0% 2020-06-30
Rosenberg Matthew Hamilton 6,923 6,152 13% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 6,828 1,111 515% 2020-06-30
CWM, LLC 6,701 284,040 98% 2020-06-30
Perigon Wealth Management, LLC 6,697 6,804 2% 2020-06-30
Homrich & Berg 6,466 0 New Buy 2020-06-30
Quad-Cities Investment Group, LLC 6,100 6,126 0% 2020-06-30
Capital Financial Planning, LLC 6,024 6,990 14% 2020-06-30
Frontier Wealth Management LLC 5,996 0 New Buy 2020-06-30
ASSOCIATED BANC-CORP 5,961 5,951 0% 2020-06-30
CENTAURUS FINANCIAL, INC. 5,960 1,534 289% 2020-06-30
Empirical Financial Services, LLC 5,872 6,058 3% 2020-06-30
Coastline Trust CO 5,774 6,054 5% 2020-06-30
BerganKDV Wealth Management, LLC 5,598 5,714 2% 2020-06-30
IHT Wealth Management, LLC 5,483 10,013 45% 2020-06-30
Maryland Capital Management, LLC 5,359 0 New Buy 2020-06-30
Concorde Asset Management, LLC 17 51 67% 2020-06-30
Arcus Capital Partners, LLC 5,260 4,192 25% 2020-06-30
Apex Investment Services, Inc. 5,048 4,919 3% 2020-06-30
vontobel swiss wealth advisors AG 5,000 5,050 1% 2020-06-30
Flaharty Asset Management, LLC 4,970 0 New Buy 2020-06-30
ALPHASIMPLEX GROUP, LLC 4,958 8,247 40% 2020-06-30
ALESCO ADVISORS LLC 4,920 4,920 No Change 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 4,822 0 New Buy 2020-06-30
Mutual Advisors, LLC 4,724 0 New Buy 2020-06-30
COMERICA SECURITIES,INC. 4,663 0 New Buy 2020-06-30
Blue Creek Investment Partners, LLC 4,573 0 New Buy 2020-06-30
Hexavest Inc. 4,492 4,492 No Change 2020-06-30
Argent Trust Co 4,446 6,628 33% 2020-06-30
BBVA USA BANCSHARES INC 4,421 3,835 15% 2020-06-30
PRUDENTIAL FINANCIAL INC 4,412 3,930 12% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 4,294 459 836% 2020-06-30
NATIXIS 4,285 0 New Buy 2020-06-30
Clear Creek Financial Management, LLC 4,271 2,191 95% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 4,251 0 New Buy 2020-06-30
Regal Investment Advisors, LLC 4,167 0 New Buy 2020-06-30
MidWestOne Financial Group, Inc. 4,046 3,198 27% 2020-06-30
BDO Wealth Advisors, LLC 4,003 3,030 32% 2020-06-30
Horst & Graben Wealth Management LLC 3,996 0 New Buy 2020-06-30
Summit Wealth Group, LLC 3,967 4,293 8% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 3,955 2,645 50% 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 3,841 3,910 2% 2020-06-30
STRATEGY ASSET MANAGERS LLC 3,793 0 New Buy 2020-06-30
Parallel Advisors, LLC 3,778 4,680 19% 2020-06-30
Hanlon Investment Management, Inc. 3,703 0 New Buy 2020-06-30
Patriot Financial Group Insurance Agency, LLC 3,679 3,792 3% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 3,650 3,850 5% 2020-06-30
Pinnacle Wealth Planning Services, Inc. 3,635 3,941 8% 2020-06-30
HM PAYSON & CO 2,565 0 New Buy 2020-06-30
Choate Investment Advisors 3,564 3,564 No Change 2020-06-30
APPLETON GROUP WEALTH MANAGEMENT LLC 3,543 0 New Buy 2020-06-30
Aviance Capital Partners, LLC 3,496 0 New Buy 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,465 4,491 23% 2020-06-30
CALTON & ASSOCIATES, INC. 3,457 2,549 36% 2020-06-30
Bigelow Investment Advisors, LLC 3,433 3,460 1% 2020-06-30
AdvisorNet Financial, Inc 3,432 4,524 24% 2020-06-30
Partnervest Advisory Services LLC 3,422 3,213 7% 2020-06-30
Emerald Investment Partners, LLC 3,397 3,921 13% 2020-06-30
MARSHALL FINANCIAL GROUP INC /ADV 3,317 4,145 20% 2020-06-30
Kingfisher Capital LLC 3,306 3,173 4% 2020-06-30
Crewe Advisors LLC 3,251 11,659 72% 2020-06-30
IFG Advisory, LLC 3,248 3,684 12% 2020-06-30
Creative Planning 3,173 4,400 28% 2020-06-30
SYNOVUS FINANCIAL CORP 3,166 6,307 50% 2020-06-30
SeaCrest Wealth Management, LLC 3,138 3,212 2% 2020-06-30
BOENNING & SCATTERGOOD, INC. 3,057 2,542 20% 2020-06-30
DAVENPORT & CO LLC 3,050 3,243 6% 2020-06-30
DAVIDSON D A & CO 3,046 2,310 32% 2020-06-30
Bruderman Asset Management, LLC 2,994 2,957 1% 2020-06-30
RFG Advisory Group, LLC 2,990 5,540 46% 2020-06-30
Cascadia Advisory Services, LLC 2,978 0 New Buy 2020-06-30
Asset Dedication, LLC 2,977 0 New Buy 2020-06-30
Global Trust Asset Management, LLC 2,950 0 New Buy 2020-06-30
Cooper Financial Group 2,922 6,249 53% 2020-06-30
Tri-Star Advisors Inc. 2,919 0 New Buy 2020-06-30
Fernwood Investment Management, LLC 2,858 0 New Buy 2020-06-30
Intelligence Driven Advisers, LLC 2,858 0 New Buy 2020-06-30
Heritage Trust Co 2,852 2,864 0% 2020-06-30
Advisory Resource Group 2,840 2,992 5% 2020-06-30
Burleson & Company, LLC 2,760 2,693 2% 2020-06-30
Intrua Financial, LLC 2,730 0 New Buy 2020-06-30
Change Path, LLC 15 222 93% 2020-06-30
Tarbox Group, Inc. 2,693 0 New Buy 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 2,671 0 New Buy 2020-06-30
Gladstone Institutional Advisory LLC 2,651 0 New Buy 2020-06-30
FMR LLC 8 0 New Buy 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 2,610 2,444 7% 2020-06-30
Busey Trust CO 2,566 3,367 24% 2020-06-30
COLONY GROUP LLC 2,563 4,017 36% 2020-06-30
D.B. Root & Company, LLC 2,542 2,513 1% 2020-06-30
Graves-Light Private Wealth Management, Inc. 2,494 2,494 No Change 2020-06-30
BlueSky Wealth Advisors, LLC 2,492 2,478 1% 2020-06-30
HHM Wealth Advisors, LLC 2,485 2,113 18% 2020-06-30
BBK Capital Partners, LLC 2,470 2,470 No Change 2020-06-30
RDL FINANCIAL INC 2,453 0 New Buy 2020-06-30
PITCAIRN CO 2,430 0 New Buy 2020-06-30
CT Mason 2,408 0 New Buy 2020-06-30
Kohmann Bosshard Financial Services, LLC 2,385 2,582 8% 2020-06-30
OPPENHEIMER & CO INC 2,372 2,387 1% 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 2,277 2,356 3% 2020-06-30
Prospera Financial Services 2,269 0 New Buy 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 2,258 2,472 9% 2020-06-30
Retirement Planning Group 2,245 2,406 7% 2020-06-30
Anfield Capital Management, LLC 2,244 2,244 No Change 2020-06-30
FIFTH THIRD BANCORP 2,243 2,984 25% 2020-06-30
WFA of San Diego, LLC 2,225 0 New Buy 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,214 2,190 1% 2020-06-30
IPG Investment Advisors LLC 2,184 0 New Buy 2020-06-30
Private Ocean, LLC 2,136 2,898 26% 2020-06-30
Csenge Advisory Group 2,124 0 New Buy 2020-06-30
McAdam, LLC 2,083 0 New Buy 2020-06-30
AMG National Trust Bank 2,071 0 New Buy 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 2,013 10,330 81% 2020-06-30
First Heartland Consultants, Inc. 2,006 2,098 4% 2020-06-30
SG3 Management, LLC 2,000 0 New Buy 2020-06-30
Patton Albertson & Miller, LLC 1,960 5,753 66% 2020-06-30
3D ASSET MANAGEMENT INC 1,945 0 New Buy 2020-06-30
Disciplined Investments, LLC 1,925 1,914 1% 2020-06-30
MEITAV DASH INVESTMENTS LTD 1,906 0 New Buy 2020-06-30
Powell Investment Advisors, LLC 1,874 1,874 No Change 2020-06-30
WHITTIER TRUST CO 1,870 1,488 26% 2020-06-30
SJA Financial Advisory, LLC 1,869 12,526 85% 2020-06-30
Carroll Financial Associates, Inc. 1,823 87 1,995% 2020-06-30
Interactive Financial Advisors 1,671 0 New Buy 2020-06-30
CABANA LLC 1,668 0 New Buy 2020-06-30
QS Investors, LLC 1,624 0 New Buy 2020-06-30
LifePlan Financial Group, Inc 1,603 4,694 66% 2020-06-30
Pflug Koory, LLC 1,576 1,576 No Change 2020-06-30
WEBSTER BANK, N. A. 1,417 1,241 14% 2020-06-30
Aptus Capital Advisors, LLC 1,403 2,458 43% 2020-06-30
Meridian Wealth Partners, LLC 1,258 0 New Buy 2020-06-30
CITY HOLDING CO 1,215 1,215 No Change 2020-06-30
HC FINANCIAL ADVISORS INC 1,171 1,171 No Change 2020-06-30
BLAIR WILLIAM & CO/IL 1,087 1,223 11% 2020-06-30
UNIONBANCAL CORP 1,044 1,075 3% 2020-06-30
Joseph P. Lucia & Associates, LLC 972 972 No Change 2020-06-30
Weaver Consulting Group 887 717 24% 2020-06-30
TRUE Private Wealth Advisors 873 1,916 54% 2020-06-30
Lenox Wealth Management, Inc. 811 437 86% 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 500 Sold Out 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 783 0 New Buy 2020-06-30
Element Wealth, LLC 777 1,005 23% 2020-06-30
Millburn Ridgefield Corp 767 426 80% 2020-06-30
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 760 760 No Change 2020-06-30
OPTIMUM INVESTMENT ADVISORS 750 750 No Change 2020-06-30
Johnson Financial Group, Inc. 705 1,142 38% 2020-06-30
BTS Asset Management, Inc. 691 0 New Buy 2020-06-30
Sugarloaf Wealth Management, LLC 665 664 0% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 653 2,119 69% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 615 615 No Change 2020-06-30
Lakeview Capital Partners, LLC 561 521 8% 2020-06-30
Hanson McClain, Inc. 548 49 1,018% 2020-06-30
Valeo Financial Advisors, LLC 531 8,428 94% 2020-06-30
WOLVERINE ASSET MANAGEMENT LLC 500 0 New Buy 2020-06-30
Pacifica Partners Inc. 482 990 51% 2020-06-30
HUNTINGTON NATIONAL BANK 415 6 6,817% 2020-06-30
Braun-Bostich & Associates Inc. 388 388 No Change 2020-06-30
Pinnacle Bank 371 371 No Change 2020-06-30
Stonehage Fleming Financial Services Holdings Ltd 346 0 New Buy 2020-06-30
JONES FINANCIAL COMPANIES LLLP 335 25 1,240% 2020-06-30
Savior LLC 326 326 No Change 2020-06-30
Private Capital Group, LLC 320 950 66% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 315 315 No Change 2020-06-30
Front Row Advisors LLC 296 296 No Change 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 283 123 130% 2020-06-30
Bay Harbor Wealth Management, LLC 281 3,205 91% 2020-06-30
Oakworth Capital, Inc. 280 0 New Buy 2020-06-30
Ellis Investment Partners, LLC 268 268 No Change 2020-06-30
OXFORD FINANCIAL GROUP LTD 253 553 54% 2020-06-30
Carmichael Hill & Associates, Inc. 253 253 No Change 2020-06-30
Stonebridge Capital Advisors LLC 233 233 No Change 2020-06-30
Bartlett & Co. LLC 230 230 No Change 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 224 2,059 89% 2020-06-30
Firestone Capital Management 203 203 No Change 2020-06-30
Eudaimonia Partners, LLC 199 841 76% 2020-06-30
TSFG, LLC 185 130 42% 2020-06-30
Summit Investment Advisors, Inc. 184 204 10% 2020-06-30
CVA Family Office, LLC 179 179 No Change 2020-06-30
Baystate Wealth Management LLC 173 173 No Change 2020-06-30
Selective Wealth Management 173 173 No Change 2020-06-30
Zions Bancorporation, N.A. 156 0 New Buy 2020-06-30
Lehman & Derafelo Financial Resources LLC 149 149 No Change 2020-06-30
Berman Capital Advisors, LLC 135 0 New Buy 2020-06-30
Certified Advisory Corp 134 134 No Change 2020-06-30
Lloyd Advisory Services, LLC. 124 0 New Buy 2020-06-30
AGF FUNDS INC 108 631 83% 2020-06-30
American Research & Management Co. 100 4,110 98% 2020-06-30
Horan Securities, Inc. 97 97 No Change 2020-06-30
Enterprise Trust & Investment Co 90 90 No Change 2020-06-30
Capital Investment Advisory Services, LLC 87 322 73% 2020-06-30
Winslow, Evans & Crocker, Inc. 85 86 1% 2020-06-30
MCF Advisors LLC 77 54 43% 2020-06-30
McIlrath & Eck, LLC 74 0 New Buy 2020-06-30
Sound Income Strategies, LLC 72 72 No Change 2020-06-30
Gradient Investments LLC 64 64 No Change 2020-06-30
Jackson Hole Capital Partners, LLC 61 61 No Change 2020-06-30
Archer Investment Corp 0 41 Sold Out 2020-06-30
HawsGoodwin Investment Management LLC 47 46 2% 2020-06-30
Atlas Private Wealth Advisors 45 0 New Buy 2020-06-30
Hoover Financial Advisors, Inc. 44 0 New Buy 2020-06-30
Perkins Coie Trust Co 41 41 No Change 2020-06-30
tru Independence LLC 40 1,921 98% 2020-06-30
SMITH SHELLNUT WILSON LLC /ADV 34 34 No Change 2020-06-30
Your Advocates Ltd., LLP 34 34 No Change 2020-06-30
Ancora Advisors, LLC 31 31 No Change 2020-06-30
Pacitti Group Inc. 25 0 New Buy 2020-06-30
Investors Research Corp 23 0 New Buy 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 23 23 No Change 2020-06-30
Retirement Network 22 0 New Buy 2020-06-30
Aspire Private Capital, LLC 20 409 95% 2020-06-30
SIGNATUREFD, LLC 19 6 217% 2020-06-30
Roble, Belko & Company, Inc 16 16 No Change 2020-06-30
Bogart Wealth, LLC 16 264 94% 2020-06-30
Lenox Wealth Advisors, Inc. 13 13 No Change 2020-06-30
D'Orazio & Associates, Inc. 13 13 No Change 2020-06-30
Bedel Financial Consulting, Inc. 11 11 No Change 2020-06-30
Truvestments Capital LLC 5 0 New Buy 2020-06-30
Tortoise Investment Management, LLC 9 8 13% 2020-06-30
Jacobi Capital Management LLC 8 68 88% 2020-06-30
JFS WEALTH ADVISORS, LLC 7 0 New Buy 2020-06-30
Larson Financial Group LLC 1 1 No Change 2020-06-30
Bridgewater Associates, Inc.(Raymond Dalio) 0 812,571 Sold Out 2020-06-30
YCMNET ADVISORS INC 0 2,474 Sold Out 2020-06-30
ROCKLAND TRUST CO 0 2,867 Sold Out 2020-06-30
TRUST CO OF VERMONT 0 499 Sold Out 2020-06-30
Financial Architects, Inc 0 115 Sold Out 2020-06-30
TORONTO DOMINION BANK 0 600,000 Sold Out 2020-06-30
AVIVA PLC 0 63,809 Sold Out 2020-06-30
FIRST NATIONAL TRUST CO 0 3,265 Sold Out 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 731 Sold Out 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 0 95 Sold Out 2020-06-30
BESSEMER GROUP INC 0 60 Sold Out 2020-06-30
LOOMIS SAYLES & CO L P 0 66 Sold Out 2020-06-30
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 0 82,900 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 70 Sold Out 2020-06-30
COMMERZBANK AKTIENGESELLSCHAFT /FI 0 5,170 Sold Out 2020-06-30
CITIZENS & NORTHERN CORP 0 4,924 Sold Out 2020-06-30
Price Wealth Management, Inc. 0 209 Sold Out 2020-06-30
Kistler-Tiffany Companies, LLC 0 460 Sold Out 2020-06-30
Financial Management Professionals, Inc. 0 166 Sold Out 2020-06-30
Princeton Portfolio Strategies Group LLC 0 16,645 Sold Out 2020-06-30
Financial Advisory Service, Inc. 0 7 Sold Out 2020-06-30
Spectrum Management Group, Inc. 0 2,172 Sold Out 2020-06-30
Van Hulzen Asset Management, LLC 0 5,350 Sold Out 2020-06-30
Advisory Alpha, LLC 0 365 Sold Out 2020-06-30
OLD MISSION CAPITAL LLC 0 2,902 Sold Out 2020-06-30
Muzinich & Co., Inc. 0 37,661 Sold Out 2020-06-30
Balentine LLC 0 60 Sold Out 2020-06-30
Strategic Financial Group, LLC 0 2,233 Sold Out 2020-06-30
Financial Strategy Network, LLC 0 3,089 Sold Out 2020-06-30
V Wealth Management,LLC 0 663 Sold Out 2020-06-30
Independence Advisors, LLC 0 35 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 48,023 Sold Out 2020-06-30
WOLVERINE TRADING, LLC 0 657,147 Sold Out 2020-06-30
Day & Ennis, LLC 0 5,260 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 242 Sold Out 2020-06-30
HMS Capital Management, LLC 0 20,324 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 4,895 Sold Out 2020-06-30
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 0 8,477 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 5,042 Sold Out 2020-06-30
Fortis Advisors, LLC 0 267 Sold Out 2020-06-30
Money Matters Financial Group Inc 0 3,167 Sold Out 2020-06-30
AlphaStar Capital Management, LLC 0 6,151 Sold Out 2020-06-30
Money Design Co.,Ltd. 0 12,189 Sold Out 2020-06-30
Affiance Financial, LLC 0 4 Sold Out 2020-06-30
Cypress Wealth Services, LLC 0 4,424 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 45 Sold Out 2020-06-30
Blackhawk Capital Partners LLC. 0 8,923 Sold Out 2020-06-30
Icon Wealth Partners, LLC 0 2,347 Sold Out 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 0 2,774 Sold Out 2020-06-30
OmniStar Financial Group, Inc. 0 25 Sold Out 2020-06-30
Q3 Asset Management 0 5,124 Sold Out 2020-06-30
Old Port Advisors 0 3,582 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 24 Sold Out 2020-06-30
ANDERSON FISHER LLC 0 17 Sold Out 2020-06-30
Sontag Advisory, LLC 0 2,682 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 1,626 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 285 Sold Out 2020-06-30
Venture Visionary Partners LLC 0 2,705 Sold Out 2020-06-30
Stonebridge Financial Planning Group, LLC 0 50 Sold Out 2020-06-30
Key FInancial Inc 0 64 Sold Out 2020-06-30
Mattern Wealth Management LLC 0 6,965 Sold Out 2020-06-30
VIVID FINANCIAL MANAGEMENT, INC. 0 4,885 Sold Out 2020-06-30
Lion Street Advisors, LLC 0 318 Sold Out 2020-06-30
EPG Wealth Management LLC 0 146 Sold Out 2020-06-30
Optas, LLC 0 4,128 Sold Out 2020-06-30
PAX Financial Group, LLC 0 4,376 Sold Out 2020-06-30
Royal Fund Management, LLC 0 52 Sold Out 2020-06-30
Arkadios Wealth Advisors 0 54 Sold Out 2020-06-30
AOZORA BANK, LTD. 3,638,000 3,638,000 No Change 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 54,192 31,361 73% 2020-03-31
DEUTSCHE BANK AG 390,923 456,885 14% 2020-03-31
MARATHON ASSET MANAGEMENT LLC 248,872 0 New Buy 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 190,396 190,396 No Change 2020-03-31
MML INVESTORS SERVICES, LLC 73,421 145,997 50% 2020-03-31
Laurel Wealth Advisors, Inc. 62,994 57,089 10% 2020-03-31
Steward Partners Investment Advisory, LLC 61,787 67,292 8% 2020-03-31
SUMITOMO MITSUI FINANCIAL GROUP, INC. 28,419 21,138 34% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 20,168 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 14,108 10,328 37% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9,792 11,232 13% 2020-03-31
HANSEATIC MANAGEMENT SERVICES INC 7,238 6,766 7% 2020-03-31
Princeton Global Asset Management LLC 7,100 7,086 0% 2020-03-31
BOYS ARNOLD & CO INC 5,151 6,396 19% 2020-03-31
RPg Family Wealth Advisory, LLC 3,652 3,757 3% 2020-03-31
UMA Financial Services, Inc. 2,435 1,847 32% 2020-03-31
Clarus Wealth Advisors 2,183 0 New Buy 2020-03-31
Summit Financial, LLC 2,135 2,135 No Change 2020-03-31
Golden State Wealth Management, LLC 884 0 New Buy 2020-03-31
Westside Investment Management, Inc. 720 0 New Buy 2020-03-31
Arden Trust Co 588 4,251 86% 2020-03-31
Willingdon Wealth Management 244 15,415 98% 2020-03-31
Financial Gravity Wealth, Inc. 1 220 100% 2020-03-31
JAMES INVESTMENT RESEARCH INC 128 128 No Change 2020-03-31
SIMPLEX TRADING, LLC 100 0 New Buy 2020-03-31
Gierl Augustine Investment Management Inc 5 20 75% 2020-03-31
Stratford Consulting, LLC 1 0 New Buy 2020-03-31
Smart Portfolios, LLC 0 2,200 Sold Out 2020-03-31
Mitsubishi UFJ Asset Management (UK) Ltd. 0 28,900 Sold Out 2020-03-31
Resources Investment Advisors, Inc. 0 1,899 Sold Out 2020-03-31
Ferguson Shapiro LLC 0 13,444 Sold Out 2020-03-31
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