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STOCK TICKER:
Energy Transfer Equity, L.P.   (ticker: ETE)
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
Blackstone Group L.P(Stephen A. Schwarzman) 161,580,105 82,309,944 96% 2020-06-30
TORTOISE CAPITAL ADVISORS LLC 68,914,928 64,855,984 6% 2020-06-30
Invesco Ltd. 62,193,402 0 New Buy 2020-06-30
GOLDMAN SACHS GROUP INC 56,330,570 0 New Buy 2020-06-30
ALPS ADVISERS INC 52,275,377 56,128,682 7% 2020-06-30
MORGAN STANLEY 42,153,727 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 32,656,612 44,508,197 27% 2020-06-30
CHICKASAW CAPITAL MANAGEMENT LLC 26,178,814 27,486,370 5% 2020-06-30
KAYNE ANDERSON CAPITAL ADVISORS LP 26,056,233 29,435,439 11% 2020-06-30
UBS Group AG 25,648,289 70,443,324 64% 2020-06-30
Neuberger Berman Group LLC 25,620,468 25,209,267 2% 2020-06-30
Salient Capital Advisors, LLC 22,291,873 16,980,859 31% 2020-06-30
Susquehanna International Group, LLP 21,890,781 16,861,041 30% 2020-06-30
Clearbridge Advisors, LLC 20,841,378 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 17,844,190 0 New Buy 2020-06-30
NATIXIS 17,732,230 0 New Buy 2020-06-30
BROOKFIELD ASSET MANAGEMENT INC. 1,445,242 0 New Buy 2020-06-30
Appaloosa LP 15,120,103 0 New Buy 2020-06-30
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 13,625,826 12,418,975 10% 2020-06-30
PAMET CAPITAL MANAGEMENT, LP 13,527,492 0 New Buy 2020-06-30
Energy Income Partners, LLC 12,877,960 15,691,783 18% 2020-06-30
Mirae Asset Global Investments Co., Ltd. 12,864,671 10,249,464 26% 2020-06-30
CITIGROUP INC 12,371,016 29,802,132 58% 2020-06-30
BANK OF MONTREAL /CAN/ 11,631,453 12,704,181 8% 2020-06-30
BARCLAYS PLC 11,318,792 11,415,549 1% 2020-06-30
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 9,615,671 0 New Buy 2020-06-30
Swank Energy Income Advisors, LP 8,574,437 8,696,436 1% 2020-06-30
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 8,081,556 0 New Buy 2020-06-30
Zimmer Partners, LP 7,963,095 0 New Buy 2020-06-30
RR Advisors, LLC 7,845,000 8,405,000 7% 2020-06-30
WELLS FARGO & CO/MN 7,007,003 12,235,640 43% 2020-06-30
CREDIT SUISSE/ 6,797,452 14,163,672 52% 2020-06-30
EAGLE GLOBAL ADVISORS LLC 5,627,290 8,009,750 30% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 5,315,105 0 New Buy 2020-06-30
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 5,196,011 5,391,541 4% 2020-06-30
COOPERMAN LEON G 5,032,200 0 New Buy 2020-06-30
DELPHI FINANCIAL GROUP INC/DE 4,992,483 6,365,383 22% 2020-06-30
FMR LLC 4,862,143 0 New Buy 2020-06-30
LMM LLC /MD/ 4,713,232 0 New Buy 2020-06-30
HighTower Advisors, LLC 40,000 4,218,743 99% 2020-06-30
DUFF & PHELPS INVESTMENT MANAGEMENT CO 4,255,458 0 New Buy 2020-06-30
MILLER HOWARD INVESTMENTS INC /NY 3,906,773 5,819,188 33% 2020-06-30
MetLife Investment Advisors, LLC 3,525,882 3,525,882 No Change 2020-06-30
JANE STREET GROUP, LLC 3,489,444 1,860,622 88% 2020-06-30
BEACH INVESTMENT COUNSEL INC/PA 3,236,316 3,342,681 3% 2020-06-30
Apollo Management Holdings, L.P. 2,869,000 2,869,000 No Change 2020-06-30
STEPHENS INC /AR/ 2,751,251 1,784,312 54% 2020-06-30
COHEN & STEERS INC 2,667,116 2,877,984 7% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 2,646,767 2,681,693 1% 2020-06-30
CADENCE CAPITAL MANAGEMENT LLC 2,608,332 2,476,636 5% 2020-06-30
STIFEL FINANCIAL CORP 1,500 0 New Buy 2020-06-30
INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,581,127 1,886,551 37% 2020-06-30
DIVIDEND GROWTH ADVISORS, LLC 2,577,840 2,645,814 3% 2020-06-30
RAYMOND JAMES & ASSOCIATES 2,487,853 2,291,239 9% 2020-06-30
HAP Trading, LLC 568,542 0 New Buy 2020-06-30
WALNUT PRIVATE EQUITY PARTNERS, LLC 2,255,300 2,079,500 8% 2020-06-30
Raging Capital Management, LLC 2,224,228 1,449,700 53% 2020-06-30
Marshall Wace North America, L.P. 2,158,245 0 New Buy 2020-06-30
AMERICAN FINANCIAL GROUP INC 2,078,400 2,072,400 0% 2020-06-30
State of New Jersey Common Pension Fund D 2,000,020 2,086,720 4% 2020-06-30
Pinnacle Wealth Planning Services, Inc. 1,981,769 0 New Buy 2020-06-30
ROYAL BANK OF CANADA 1,894,314 0 New Buy 2020-06-30
WESTWOOD HOLDINGS GROUP INC 1,871,327 1,124,404 66% 2020-06-30
Raymond James Financial Services Advisors, Inc. 1,841,912 1,639,608 12% 2020-06-30
Rockefeller Capital Management L.P. 1,838,286 1,707,903 8% 2020-06-30
Kore Private Wealth LLC 1,802,898 0 New Buy 2020-06-30
Chicago Partners Investment Group LLC 1,774,014 1,705,807 4% 2020-06-30
BABSON CAPITAL MANAGEMENT LLC 1,655,381 0 New Buy 2020-06-30
Cumberland Partners Ltd 1,639,580 1,371,555 20% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. 1,629,980 1,730,480 6% 2020-06-30
Creative Planning 0 2,308,393 Sold Out 2020-06-30
JENNISON ASSOCIATES LLC 1,541,642 1,610,348 4% 2020-06-30
Vident Investment Advisory, LLC 1,539,933 1,633,106 6% 2020-06-30
Kamunting Street Capital Management, L.P. 1,522,019 405,347 275% 2020-06-30
TORTOISE INDEX SOLUTIONS, LLC 1,507,862 1,660,028 9% 2020-06-30
PUTNAM INVESTMENTS LLC 1,473,359 1,125,403 31% 2020-06-30
Heronetta Management, L.P. 1,423,058 1,423,058 No Change 2020-06-30
GABELLI FUNDS LLC 1,256,500 1,287,909 2% 2020-06-30
NORTHERN TRUST CORP 1,252,690 0 New Buy 2020-06-30
Knighthead Capital Management, LLC 1,217,334 1,181,000 3% 2020-06-30
Private Capital Advisors, Inc. 1,138,857 641,620 77% 2020-06-30
Sumitomo Mitsui Trust Holdings, Inc. 1,105,000 1,076,400 3% 2020-06-30
Third Security, LLC 1,073,990 1,073,990 No Change 2020-06-30
SPIRIT OF AMERICA MANAGEMENT CORP/NY 17,350 17,350 No Change 2020-06-30
PIONEER INVESTMENT MANAGEMENT INC 1,028,682 0 New Buy 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 1,014,674 0 New Buy 2020-06-30
WOLVERINE TRADING, LLC 1,006,540 1,234,833 18% 2020-06-30
Yale Capital CORP 970,506 1,127,732 14% 2020-06-30
Catalyst Capital Advisors LLC 957,505 995,737 4% 2020-06-30
GROUP ONE TRADING, L.P. 949,226 1,061,724 11% 2020-06-30
LPL Financial CORP 923,222 634,979 45% 2020-06-30
Adams Asset Advisors, LLC 889,483 796,676 12% 2020-06-30
Recurrent Investment Advisors LLC 865,278 0 New Buy 2020-06-30
ANGELO GORDON & CO LP/NY 863,200 0 New Buy 2020-06-30
CMT Capital Markets Trading GmbH 842,288 0 New Buy 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 836,782 1,564,545 47% 2020-06-30
McGowan Group Asset Management, Inc. 820,884 810,615 1% 2020-06-30
JUPITER ASSET MANAGEMENT LTD 814,533 0 New Buy 2020-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 782,448 806,449 3% 2020-06-30
Pentwater Capital Management LP 740,000 1,960,000 62% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 709,121 695,421 2% 2020-06-30
JEFFERIES GROUP INC /DE/ 701,902 0 New Buy 2020-06-30
Schonfeld Strategic Advisors LLC 700,000 0 New Buy 2020-06-30
SRB Corp 699,006 699,006 No Change 2020-06-30
Mariner Wealth Advisors, LLC 660,303 544,970 21% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 660,120 1,384,680 52% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 652,571 0 New Buy 2020-06-30
Pennant Investors, LP 643,000 0 New Buy 2020-06-30
GLENMEDE TRUST CO NA 638,115 697,113 8% 2020-06-30
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 634,122 503,883 26% 2020-06-30
Bollard Group LLC 581,616 0 New Buy 2020-06-30
Advisors Capital Management, LLC 574,587 562,484 2% 2020-06-30
Walleye Trading LLC 570,648 0 New Buy 2020-06-30
Cutler Group LP 566,200 311,095 82% 2020-06-30
BB&T CORP 565,375 0 New Buy 2020-06-30
ELCO Management Co., LLC 527,800 522,869 1% 2020-06-30
NOVARE CAPITAL MANAGEMENT LLC 493,878 493,878 No Change 2020-06-30
MAI Wealth Advisors 486,012 495,489 2% 2020-06-30
Soros Fund Management LLC(George Soros) 477,750 0 New Buy 2020-06-30
AVENIR CORP 473,615 0 New Buy 2020-06-30
TAYLOR INVESTMENT COUNSELORS LLC 463,341 491,569 6% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 461,676 259,529 78% 2020-06-30
Gilman Hill Asset Management, LLC 451,368 231,940 95% 2020-06-30
Williams Jones Wealth Management, LLC. 445,434 288,623 54% 2020-06-30
ADVANTUS CAPITAL MANAGEMENT INC 428,846 367,946 17% 2020-06-30
GRT CAPITAL PARTNERS LLC 427,911 121,719 252% 2020-06-30
STRATEGIC WEALTH MANAGEMENT INC /ADV 406,541 0 New Buy 2020-06-30
Stratos Wealth Partners, LTD. 397,836 237,176 68% 2020-06-30
AMERIPRISE FINANCIAL INC 382,961 0 New Buy 2020-06-30
GRUSS & CO INC 380,000 410,000 7% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 378,888 387,369 2% 2020-06-30
FIRST TRUST ADVISORS LP 369,379 463,761 20% 2020-06-30
Capital Investment Advisors, LLC 367,829 350,787 5% 2020-06-30
CINCINNATI INSURANCE CO 360,973 313,714 15% 2020-06-30
BLAIR WILLIAM & CO/IL 354,988 430,410 18% 2020-06-30
Insight Folios Inc 349,856 283,261 24% 2020-06-30
Edge Capital Group, LLC 344,872 348,672 1% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 330,332 0 New Buy 2020-06-30
Veritable, L.P. 302,885 283,531 7% 2020-06-30
Advisors Asset Management, Inc. 300,219 0 New Buy 2020-06-30
Janney Montgomery Scott LLC 290,808 269,344 8% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 289,272 96,420 200% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 288,380 272,037 6% 2020-06-30
WEXFORD CAPITAL LLC 284,600 284,600 No Change 2020-06-30
USCA RIA LLC 284,574 0 New Buy 2020-06-30
Cohen Capital Management, Inc. 278,964 278,964 No Change 2020-06-30
OXFORD FINANCIAL GROUP LTD 274,705 12,917 2,027% 2020-06-30
M&T BANK CORP 269,191 275,477 2% 2020-06-30
Wealthstreet Investment Advisors, LLC 6,000 190,313 97% 2020-06-30
CULLEN FROST BANKERS INC 0 202,460 Sold Out 2020-06-30
Belpointe Asset Management LLC 254,616 0 New Buy 2020-06-30
Burns Wealth Management, Inc. 250,223 231,415 8% 2020-06-30
Valeo Financial Advisors, LLC 248,673 194,269 28% 2020-06-30
Private Advisor Group, LLC 247,434 179,591 38% 2020-06-30
ING CLARION REAL ESTATE SECURITIES/N L.P. 235,477 252,337 7% 2020-06-30
Moors & Cabot, Inc. 231,448 220,358 5% 2020-06-30
STATE OF WISCONSIN INVESTMENT BOARD 230,340 0 New Buy 2020-06-30
Calamos Advisors LLC 229,900 229,900 No Change 2020-06-30
US BANCORP DE 225,630 221,719 2% 2020-06-30
Keebeck Wealth Management, LLC 223,630 205,695 9% 2020-06-30
SEI INVESTMENTS CO 222,284 184,159 21% 2020-06-30
HORIZON ASSET MANAGEMENT INC/NY 221,441 142,829 55% 2020-06-30
American Research & Management Co. 217,710 171,032 27% 2020-06-30
Botty Investors LLC 215,770 215,770 No Change 2020-06-30
Northeast Financial Consultants Inc 215,683 216,482 0% 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 209,052 193,245 8% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 204,310 0 New Buy 2020-06-30
Virtu Financial LLC 203,376 0 New Buy 2020-06-30
MACKENZIE FINANCIAL CORP 200,000 0 New Buy 2020-06-30
HOWARD FINANCIAL SERVICES, LTD. 198,017 196,121 1% 2020-06-30
Public Sector Pension Investment Board 193,515 193,515 No Change 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 190,263 201,135 5% 2020-06-30
Icon Wealth Partners, LLC 186,653 192,534 3% 2020-06-30
CIBC World Markets Inc. 186,200 0 New Buy 2020-06-30
Texas Capital Bank Wealth Management Services Inc 186,024 186,024 No Change 2020-06-30
Callodine Capital Management, LP 185,000 185,000 No Change 2020-06-30
GRIFFIN ASSET MANAGEMENT, INC. 184,059 133,447 38% 2020-06-30
Rafferty Asset Management, LLC 182,155 0 New Buy 2020-06-30
ASHFORD CAPITAL MANAGEMENT INC 181,980 140,296 30% 2020-06-30
Allianz Asset Management AG 179,165 134,765 33% 2020-06-30
AGF FUNDS INC 173,749 168,519 3% 2020-06-30
PSI Advisors, LLC 173,652 0 New Buy 2020-06-30
Prospera Financial Services 173,571 0 New Buy 2020-06-30
CASTLEARK MANAGEMENT LLC 170,663 170,663 No Change 2020-06-30
Wakefield Asset Management LLLP 169,635 259,540 35% 2020-06-30
WADDELL & REED FINANCIAL INC 168,583 3,680,703 95% 2020-06-30
RMB Capital Management, LLC 168,015 275,713 39% 2020-06-30
Independent Advisor Alliance 166,757 123,668 35% 2020-06-30
Bank of New York Mellon CORP 165,906 149,777 11% 2020-06-30
Advisory Services Network, LLC 159,964 0 New Buy 2020-06-30
GREEN SQUARE CAPITAL MANAGEMENT LLC 158,093 114,715 38% 2020-06-30
KORNITZER CAPITAL MANAGEMENT INC /KS 157,610 157,610 No Change 2020-06-30
YOUNGS ADVISORY GROUP, INC. 152,802 152,392 0% 2020-06-30
GUGGENHEIM CAPITAL LLC 150,883 170,622 12% 2020-06-30
Lee Financial CORP 150,390 148,590 1% 2020-06-30
Partners Group Holding AG 149,890 125,190 20% 2020-06-30
Sandy Spring Bank 148,018 148,018 No Change 2020-06-30
Fore Capital, LLC 147,500 20,000 638% 2020-06-30
FRONTIER INVESTMENT MGMT CO 147,311 141,472 4% 2020-06-30
Hodges Capital Management Inc. 145,994 116,996 25% 2020-06-30
AE Wealth Management LLC 140,751 155,007 9% 2020-06-30
SG Americas Securities, LLC 140,465 51,049 175% 2020-06-30
Vestcor Investment Management Corp 139,449 139,449 No Change 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 137,380 138,435 1% 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0 133,896 Sold Out 2020-06-30
Energy Opporutunities Capital Management, LLC 135,000 0 New Buy 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 132,665 132,665 No Change 2020-06-30
SL ADVISORS, LLC 131,524 132,087 0% 2020-06-30
CHILTON INVESTMENT CO LLC 130,960 130,960 No Change 2020-06-30
Blue Chip Wealth Management, Inc. 124,273 58,101 114% 2020-06-30
PINNACLE ASSOCIATES LTD 124,058 130,151 5% 2020-06-30
Aull & Monroe Investment Management Corp 122,270 144,986 16% 2020-06-30
GEODE CAPITAL MANAGEMENT LLC 121,264 0 New Buy 2020-06-30
VAN ECK ASSOCIATES CORP 120,545 144,176 16% 2020-06-30
Progeny 3, Inc. 119,161 119,161 No Change 2020-06-30
OPPENHEIMER & CO INC 118,941 159,915 26% 2020-06-30
NWAM LLC 118,227 104,811 13% 2020-06-30
North Star Investment Management Corp. 117,024 114,881 2% 2020-06-30
OBERMEYER ASSET MANAGEMENT CO 115,273 163,713 30% 2020-06-30
CANNELL PETER B & CO INC 112,096 99,642 12% 2020-06-30
Sowell Financial Services LLC 110,115 126,533 13% 2020-06-30
Cornerstone Advisory, LLP 11,651 21,312 45% 2020-06-30
HAVERFORD TRUST CO 108,367 98,578 10% 2020-06-30
Sunbelt Securities, Inc. 108,147 0 New Buy 2020-06-30
WEDBUSH MORGAN SECURITIES INC 108,067 89,340 21% 2020-06-30
Mutual Advisors, LLC 107,696 0 New Buy 2020-06-30
AVALON ADVISORS L P 107,576 133,309 19% 2020-06-30
Ziegler Capital Management, LLC 107,166 107,566 0% 2020-06-30
tru Independence LLC 105,460 109,960 4% 2020-06-30
CONNING Asset Management Co. 104,611 104,611 No Change 2020-06-30
FRANKLIN RESOURCES INC 102,800 56,063 83% 2020-06-30
EJF Capital LLC 102,500 95,000 8% 2020-06-30
Pointe Capital Management LLC 102,446 106,286 4% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 101,793 99,821 2% 2020-06-30
Marquette Asset Management Inc. 101,499 101,499 No Change 2020-06-30
Trust Asset Management LLC 101,236 101,236 No Change 2020-06-30
PFG Advisors 100,763 103,763 3% 2020-06-30
MILLENNIUM MANAGEMENT LLC 100,000 0 New Buy 2020-06-30
CAMPBELL CAPITAL MANAGEMENT INC 99,682 99,682 No Change 2020-06-30
CIBC Global Asset Management Inc 98,148 98,148 No Change 2020-06-30
Penn Mutual Asset Management, LLC 95,500 95,500 No Change 2020-06-30
TERRIL BROTHERS, INC. 94,500 56,500 67% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 92,535 92,159 0% 2020-06-30
First Allied Advisory Services, Inc. 92,070 80,971 14% 2020-06-30
SRB Management, L.P. 90,000 0 New Buy 2020-06-30
SG3 Management, LLC 90,000 90,000 No Change 2020-06-30
Uniplan Investment Counsel, Inc. 89,895 0 New Buy 2020-06-30
WHITE BAY PT LLC 0 1,000 Sold Out 2020-06-30
Sigma Planning Corp 89,149 68,121 31% 2020-06-30
Ensign Peak Advisors, Inc 87,717 0 New Buy 2020-06-30
Sheaff Brock Investment Advisors, LLC 87,510 106,776 18% 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 87,500 12,500 600% 2020-06-30
Parkside Financial Bank & Trust 87,492 84,610 3% 2020-06-30
Cutter & CO Brokerage, Inc. 87,342 88,620 1% 2020-06-30
Bramshill Investments, LLC 86,402 0 New Buy 2020-06-30
Requisite Capital Management, LLC 86,050 30,272 184% 2020-06-30
MADISON WEALTH MANAGEMENT 85,765 0 New Buy 2020-06-30
MOODY NATIONAL BANK TRUST DIVISION 85,180 15,445 452% 2020-06-30
ALBERT D MASON INC 82,933 81,477 2% 2020-06-30
CAPITAL ONE FINANCIAL CORP 81,712 82,096 0% 2020-06-30
BOENNING & SCATTERGOOD, INC. 80,896 54,568 48% 2020-06-30
Asio Capital, LLC 80,252 74,052 8% 2020-06-30
Berman Capital Advisors, LLC 79,800 29,800 168% 2020-06-30
Pacer Advisors, Inc. 79,243 49,453 60% 2020-06-30
Teamwork Financial Advisors, LLC 77,305 152,701 49% 2020-06-30
Linscomb & Williams, Inc. 76,934 54,515 41% 2020-06-30
Bluefin Trading, LLC 76,207 0 New Buy 2020-06-30
Americana Partners, LLC 75,408 23,872 216% 2020-06-30
Fort Sheridan Advisors LLC 75,183 75,759 1% 2020-06-30
Integrated Advisors Network LLC 73,920 84,159 12% 2020-06-30
Keystone Financial Group 73,820 63,710 16% 2020-06-30
BIGLARI CAPITAL CORP. 73,477 73,477 No Change 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 53,044 117,643 55% 2020-06-30
Oak Grove Capital LLC 73,000 89,000 18% 2020-06-30
HOLDERNESS INVESTMENTS CO 72,862 71,282 2% 2020-06-30
AMP Capital Investors Ltd 72,818 0 New Buy 2020-06-30
HUNTINGTON NATIONAL BANK 72,392 72,680 0% 2020-06-30
Stokes Family Office, LLC 70,400 70,400 No Change 2020-06-30
AMERICAN NATIONAL INSURANCE CO /TX/ 69,735 0 New Buy 2020-06-30
Peak Asset Management, LLC 69,218 0 New Buy 2020-06-30
PEAK6 Investments LLC 69,000 0 New Buy 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 68,441 33,676 103% 2020-06-30
Winslow, Evans & Crocker, Inc. 68,152 71,176 4% 2020-06-30
RAYMOND JAMES TRUST CO 66,560 63,850 4% 2020-06-30
Pensionmark Financial Group, LLC 66,524 53,524 24% 2020-06-30
REGIONS FINANCIAL CORP 65,965 49,157 34% 2020-06-30
SMITHBRIDGE ASSET MANAGEMENT INC/DE 65,842 53,842 22% 2020-06-30
Bienville Capital Management, LLC 65,214 0 New Buy 2020-06-30
HRT FINANCIAL LLC 64,937 0 New Buy 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 64,631 64,631 No Change 2020-06-30
BLB&B Advisors, LLC 64,160 16,021 300% 2020-06-30
Buckingham Asset Management, LLC 63,943 59,943 7% 2020-06-30
BALDWIN BROTHERS INC/MA 63,105 63,444 1% 2020-06-30
Stockman Asset Management 63,084 53,604 18% 2020-06-30
CULLINAN ASSOCIATES INC 62,527 0 New Buy 2020-06-30
Chevy Chase Trust Holdings, Inc. 62,204 62,204 No Change 2020-06-30
Aperio Group, LLC 62,076 63,901 3% 2020-06-30
Meridian Wealth Advisors, LLC 61,054 68,289 11% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 60,753 66,107 8% 2020-06-30
Sawtooth Asset Management, Inc. 60,353 0 New Buy 2020-06-30
Good Life Advisors, LLC 59,739 28,674 108% 2020-06-30
Argent Advisors, Inc. 59,541 57,909 3% 2020-06-30
Claybrook Capital, LLC 59,500 0 New Buy 2020-06-30
Regent Investment Management LLC 59,425 59,616 0% 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 59,400 59,400 No Change 2020-06-30
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 58,032 58,032 No Change 2020-06-30
InterOcean Capital, LLC 57,871 57,871 No Change 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 57,530 58,530 2% 2020-06-30
GSA CAPITAL PARTNERS LLP 56,668 0 New Buy 2020-06-30
DAVIDSON D A & CO 56,338 86,981 35% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 56,045 0 New Buy 2020-06-30
Multi-Financial Securities Corp 55,744 50,307 11% 2020-06-30
Homrich & Berg 55,496 52,615 5% 2020-06-30
BBR PARTNERS, LLC 55,345 20,581 169% 2020-06-30
Frontier Wealth Management LLC 54,548 59,825 9% 2020-06-30
Dynamic Advisors Solutions LLC 54,487 45,295 20% 2020-06-30
Samalin Investment Counsel, LLC 54,466 49,693 10% 2020-06-30
Lido Advisors, LLC 53,394 55,147 3% 2020-06-30
FIRST MANHATTAN CO 52,988 0 New Buy 2020-06-30
NEXT Financial Group, Inc 52,299 51,802 1% 2020-06-30
BROWN ADVISORY HOLDINGS INC 52,106 0 New Buy 2020-06-30
Mosaic Family Wealth, LLC 51,252 50,615 1% 2020-06-30
GAMCO INVESTORS, INC. ET AL 50,987 20,987 143% 2020-06-30
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 50,710 43,660 16% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50,318 0 New Buy 2020-06-30
Edge Wealth Management LLC 50,312 48,312 4% 2020-06-30
Streettalk Advisors, LLC 50,111 49,124 2% 2020-06-30
Clal Insurance Enterprises Holdings Ltd 50,000 0 New Buy 2020-06-30
WHITTIER TRUST CO 49,590 50,070 1% 2020-06-30
Financial Network 49,028 51,099 4% 2020-06-30
Checchi Capital Advisers, LLC 48,683 48,683 No Change 2020-06-30
EATON VANCE MANAGEMENT 48,168 67,412 29% 2020-06-30
Surevest Inc. 48,102 48,102 No Change 2020-06-30
HoyleCohen, LLC 47,985 51,720 7% 2020-06-30
FFCM LLC 47,776 33,433 43% 2020-06-30
Nuveen Asset Management, LLC 47,508 41,733 14% 2020-06-30
LGL PARTNERS, LLC 47,359 52,359 10% 2020-06-30
J.W. COLE ADVISORS, INC. 47,300 0 New Buy 2020-06-30
Whetstone Capital Advisors, LLC 46,678 0 New Buy 2020-06-30
DAVIDSON TRUST CO 46,654 46,654 No Change 2020-06-30
HSBC HOLDINGS PLC 46,325 0 New Buy 2020-06-30
E&G Advisors, LP 45,990 45,990 No Change 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 45,753 39,873 15% 2020-06-30
Western Wealth Management, LLC 45,696 44,167 3% 2020-06-30
Diversified Trust Co 45,471 42,918 6% 2020-06-30
Tolleson Wealth Management, Inc. 44,350 0 New Buy 2020-06-30
Camelot Portfolios, LLC 44,233 203,581 78% 2020-06-30
H D Vest Advisory Services 43,652 41,540 5% 2020-06-30
FIERA SCEPTRE INC. 43,457 43,457 No Change 2020-06-30
Squar Milner Financial Services LLC 43,434 10,760 304% 2020-06-30
IHT Wealth Management, LLC 42,927 41,859 3% 2020-06-30
Intrua Financial, LLC 42,783 0 New Buy 2020-06-30
Ferris Capital, LLC 42,735 42,735 No Change 2020-06-30
Modus Advisors, LLC 42,724 53,569 20% 2020-06-30
Evanson Asset Management, LLC 42,713 0 New Buy 2020-06-30
FIRST NATIONAL TRUST CO 42,412 52,046 19% 2020-06-30
Parsec Financial Management, Inc. 42,400 77,400 45% 2020-06-30
Aviance Capital Partners, LLC 41,700 0 New Buy 2020-06-30
GOULD ASSET MANAGEMENT LLC /CA/ 41,379 41,379 No Change 2020-06-30
Sonora Investment Management, LLC 41,362 42,962 4% 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 41,280 29,440 40% 2020-06-30
MITCHELL MCLEOD PUGH & WILLIAMS INC 41,097 41,058 0% 2020-06-30
Stratos Wealth Advisors, LLC 40,304 0 New Buy 2020-06-30
Oxbow Advisors, LLC 40,223 40,223 No Change 2020-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 39,663 76,899 48% 2020-06-30
BESSEMER GROUP INC 39,071 30,831 27% 2020-06-30
ETRADE Capital Management LLC 39,055 15,184 157% 2020-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 39,027 25,506 53% 2020-06-30
Jackson Hole Capital Partners, LLC 38,786 28,165 38% 2020-06-30
Veracity Capital LLC 37,793 73,294 48% 2020-06-30
Camden Capital, LLC 37,625 35,492 6% 2020-06-30
Hanson McClain, Inc. 37,091 1,541 2,307% 2020-06-30
Legacy Advisors, LLC 36,902 79,887 54% 2020-06-30
PEOPLES FINANCIAL SERVICES CORP. 36,792 37,200 1% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 36,766 36,766 No Change 2020-06-30
NEVILLE RODIE & SHAW INC 36,752 36,752 No Change 2020-06-30
GUYASUTA INVESTMENT ADVISORS INC 36,720 0 New Buy 2020-06-30
Goss Wealth Management LLC 36,470 38,090 4% 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 36,318 27,722 31% 2020-06-30
JOHNSTON ASSET MANAGEMENT CORP 35,633 37,393 5% 2020-06-30
Argent Trust Co 35,620 36,087 1% 2020-06-30
National Asset Management, Inc. 35,238 58,865 40% 2020-06-30
Partnervest Advisory Services LLC 34,970 29,047 20% 2020-06-30
TELEMUS CAPITAL, LLC 34,686 34,686 No Change 2020-06-30
TWO SIGMA SECURITIES, LLC 34,485 0 New Buy 2020-06-30
PITCAIRN CO 34,452 0 New Buy 2020-06-30
Claraphi Advisory Network, LLC 34,252 0 New Buy 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 34,024 0 New Buy 2020-06-30
IEQ CAPITAL, LLC 29,189 71,773 59% 2020-06-30
Aurora Private Wealth, Inc. 33,861 48,554 30% 2020-06-30
DOLIVER CAPITAL ADVISORS, INC. 33,676 38,676 13% 2020-06-30
Wealth Alliance 33,610 37,493 10% 2020-06-30
Venture Visionary Partners LLC 33,559 24,889 35% 2020-06-30
Kovack Advisors, Inc. 33,430 38,797 14% 2020-06-30
IFP Advisors, Inc 33,371 30,253 10% 2020-06-30
Hilton Capital Management, LLC 33,310 0 New Buy 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 33,300 33,300 No Change 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 33,252 0 New Buy 2020-06-30
Freestone Capital Holdings, LLC 32,806 46,281 29% 2020-06-30
COMERICA SECURITIES,INC. 32,083 0 New Buy 2020-06-30
ARES MANAGEMENT LLC 31,777 31,777 No Change 2020-06-30
RiverGlades Family Offices LLC 31,500 0 New Buy 2020-06-30
Carnegie Capital Asset Management, LLC 31,384 35,664 12% 2020-06-30
Essex Financial Services, Inc. 31,046 0 New Buy 2020-06-30
Somerset Group LLC 31,000 45,000 31% 2020-06-30
SIGNATUREFD, LLC 30,925 27,175 14% 2020-06-30
Edgemoor Capital Management, Inc. 30,645 32,045 4% 2020-06-30
Parallel Advisors, LLC 30,531 7,810 291% 2020-06-30
Garrett Wealth Advisory Group, LLC 30,379 31,854 5% 2020-06-30
Alexandria Capital, LLC 30,000 30,000 No Change 2020-06-30
TCF National Bank 29,772 26,131 14% 2020-06-30
WealthTrust Axiom LLC 29,356 30,708 4% 2020-06-30
Hartford Financial Management Inc. 29,264 29,264 No Change 2020-06-30
Kistler-Tiffany Companies, LLC 29,072 26,193 11% 2020-06-30
WASHINGTON TRUST BANK 29,064 0 New Buy 2020-06-30
Fiduciary Group LLC 28,852 28,852 No Change 2020-06-30
Crescent Grove Advisors, LLC 27,658 27,658 No Change 2020-06-30
FINANCIAL COUNSELORS INC 27,587 13,886 99% 2020-06-30
Evercore Wealth Management, LLC 27,289 67,139 59% 2020-06-30
Caption Management, LLC 26,900 188,100 86% 2020-06-30
Alpha Cubed Investments, LLC 26,728 26,368 1% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 26,724 28,260 5% 2020-06-30
BURNEY CO/ 26,536 0 New Buy 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 26,233 0 New Buy 2020-06-30
CAPROCK Group, Inc. 26,000 0 New Buy 2020-06-30
FIFTH THIRD BANCORP 25,026 92,004 73% 2020-06-30
MONETARY MANAGEMENT GROUP INC 25,000 23,000 9% 2020-06-30
Koshinski Asset Management, Inc. 24,870 25,122 1% 2020-06-30
Van Cleef Asset Management,Inc 24,800 0 New Buy 2020-06-30
Carroll Financial Associates, Inc. 24,606 24,049 2% 2020-06-30
MV Capital Management, Inc. 24,460 24,460 No Change 2020-06-30
MAGNOLIA CAPITAL ADVISORS LLC 24,345 23,490 4% 2020-06-30
BURROUGHS HUTCHINSON 24,000 25,500 6% 2020-06-30
Annex Advisory Services, LLC 24,000 24,400 2% 2020-06-30
BROWN BROTHERS HARRIMAN & CO 23,987 0 New Buy 2020-06-30
Gryphon Financial Partners LLC 23,912 31,539 24% 2020-06-30
Barnett & Company, Inc. 23,822 23,822 No Change 2020-06-30
COLONY GROUP LLC 23,384 24,852 6% 2020-06-30
Green Square Asset Management, LLC 23,361 22,671 3% 2020-06-30
Integrated Wealth Concepts LLC 23,243 0 New Buy 2020-06-30
Voya Financial Advisors, Inc. 22,597 0 New Buy 2020-06-30
CWA Asset Management Group, LLC 22,505 0 New Buy 2020-06-30
AdvisorNet Financial, Inc 22,467 21,252 6% 2020-06-30
Moloney Securities Asset Management, LLC 22,447 23,856 6% 2020-06-30
HANCOCK HOLDING CO 22,372 21,144 6% 2020-06-30
Busey Trust CO 21,646 20,962 3% 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 21,592 21,592 No Change 2020-06-30
Prime Capital Investment Advisors, LLC 21,474 20,852 3% 2020-06-30
MidWestOne Financial Group, Inc. 21,417 124,555 83% 2020-06-30
V Wealth Management,LLC 21,384 19,967 7% 2020-06-30
HPM Partners LLC 21,359 18,882 13% 2020-06-30
Cornerstone Wealth Management, LLC 21,350 0 New Buy 2020-06-30
Beirne Wealth Consulting Services, LLC 21,298 0 New Buy 2020-06-30
CWM, LLC 20,881 14,868 40% 2020-06-30
Ascension Capital Advisors, Inc. 20,542 0 New Buy 2020-06-30
Cardan Capital Partners, LLC 20,527 18,525 11% 2020-06-30
QS Investors, LLC 20,500 0 New Buy 2020-06-30
Morris Capital Advisors, LLC 20,417 20,417 No Change 2020-06-30
ATRIA INVESTMENTS LLC 20,415 0 New Buy 2020-06-30
TCG Advisors, LP 20,395 0 New Buy 2020-06-30
SFMG, LLC 20,232 52,942 62% 2020-06-30
Magnus Financial Group LLC 19,902 14,815 34% 2020-06-30
Quad-Cities Investment Group, LLC 19,755 0 New Buy 2020-06-30
WHALEROCK POINT PARTNERS, LLC 19,600 0 New Buy 2020-06-30
TRUE Private Wealth Advisors 19,422 2,227 772% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 19,404 19,404 No Change 2020-06-30
SeaCrest Wealth Management, LLC 19,295 20,588 6% 2020-06-30
FIRST NATIONAL BANK OF OMAHA 19,096 19,096 No Change 2020-06-30
Firestone Capital Management 18,842 18,842 No Change 2020-06-30
F&V Capital Management, LLC 18,425 18,425 No Change 2020-06-30
Shulman DeMeo Asset Management LLC 18,034 18,203 1% 2020-06-30
Financial Advocates Investment Management 17,970 12,808 40% 2020-06-30
PENN DAVIS MCFARLAND INC 17,733 17,733 No Change 2020-06-30
Lavaca Capital LLC 17,717 30,881 43% 2020-06-30
WESBANCO BANK INC 17,686 21,339 17% 2020-06-30
HM PAYSON & CO 16,898 0 New Buy 2020-06-30
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 17,394 20,394 15% 2020-06-30
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 17,300 17,300 No Change 2020-06-30
FDx Advisors, Inc. 17,260 165,783 90% 2020-06-30
DCF Advisers, LLC 17,200 15,500 11% 2020-06-30
55I, LLC 17,022 0 New Buy 2020-06-30
Newport Wealth Strategies, Inc. 16,280 12,780 27% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 16,200 0 New Buy 2020-06-30
Cypress Capital Management LLC (WY) 16,000 16,000 No Change 2020-06-30
Accredited Investors Inc. 15,977 15,977 No Change 2020-06-30
BAHL & GAYNOR INC 15,680 0 New Buy 2020-06-30
American National Registered Investment Advisor, Inc. 15,445 15,445 No Change 2020-06-30
Resonant Capital Advisors, LLC 15,304 13,762 11% 2020-06-30
RFG Advisory Group, LLC 15,288 18,650 18% 2020-06-30
WETHERBY ASSET MANAGEMENT INC 15,200 15,200 No Change 2020-06-30
Capstone Financial Group, Inc. 15,150 15,982 5% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 15,059 0 New Buy 2020-06-30
GFS Advisors, LLC 15,000 0 New Buy 2020-06-30
First PREMIER Bank 15,000 15,000 No Change 2020-06-30
Canton Hathaway, LLC 15,000 0 New Buy 2020-06-30
We Are One Seven, LLC 14,980 0 New Buy 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 14,846 14,846 No Change 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 14,754 14,233 4% 2020-06-30
GAGNON SECURITIES LLC 14,693 14,723 0% 2020-06-30
TNB Financial 14,604 14,700 1% 2020-06-30
EDGEWOOD MANAGEMENT LLC 14,584 14,584 No Change 2020-06-30
Aldebaran Financial Inc. 14,500 12,500 16% 2020-06-30
Arete Wealth Advisors, LLC 14,482 14,482 No Change 2020-06-30
CAPITAL ADVISORS INC/OK 14,477 0 New Buy 2020-06-30
LINCOLN NATIONAL CORP 8,438 21,986 62% 2020-06-30
Van Hulzen Asset Management, LLC 14,420 17,111 16% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 14,400 0 New Buy 2020-06-30
Johnson Financial Group, LLC 14,225 14,922 5% 2020-06-30
Port Capital LLC 14,210 0 New Buy 2020-06-30
SkyOak Wealt, LLC 14,204 14,204 No Change 2020-06-30
Family Management Corp 14,138 13,518 5% 2020-06-30
Wealth Alliance Advisory Group, LLC 14,127 12,852 10% 2020-06-30
Capital Investment Advisory Services, LLC 14,115 14,002 1% 2020-06-30
SMITHFIELD TRUST CO 14,109 14,109 No Change 2020-06-30
Ancora Advisors, LLC 14,060 39,060 64% 2020-06-30
Budros, Ruhlin & Roe, Inc. 14,017 0 New Buy 2020-06-30
LVW Advisors, LLC 13,724 25,986 47% 2020-06-30
Secure Asset Management, LLC 13,604 0 New Buy 2020-06-30
QUANTLAB CAPITAL MANAGEMENT LTD 13,600 0 New Buy 2020-06-30
Kavar Capital Partners, LLC 13,600 33,800 60% 2020-06-30
Great Companies, Inc. 13,448 0 New Buy 2020-06-30
Ausdal Financial Partners, Inc. 13,436 14,995 10% 2020-06-30
Cresset Asset Management, LLC 13,320 0 New Buy 2020-06-30
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13,140 0 New Buy 2020-06-30
Summit Trail Advisors, LLC 13,130 38,978 66% 2020-06-30
DF DENT & CO INC 13,033 0 New Buy 2020-06-30
ASSET MANAGEMENT CORP /IL/ /ADV 13,016 0 New Buy 2020-06-30
Town & Country Bank & Trust CO dba First Bankers Trust CO 12,937 12,937 No Change 2020-06-30
Kingsview Wealth Management, LLC 12,906 11,430 13% 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 12,894 12,894 No Change 2020-06-30
Charles Schwab Trust Co 12,862 11,878 8% 2020-06-30
AJ WEALTH STRATEGIES, LLC 12,843 0 New Buy 2020-06-30
NuWave Investment Management, LLC 2,876 26,507 89% 2020-06-30
Grassi Investment Management 12,800 22,800 44% 2020-06-30
Tranquility Partners, LLC 12,650 12,126 4% 2020-06-30
Country Club Trust Company, n.a. 12,517 12,517 No Change 2020-06-30
Cetera Investment Advisers 12,468 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 12,444 14,440 14% 2020-06-30
Bernardo Wealth Planning LLC 12,304 0 New Buy 2020-06-30
Sound View Wealth Advisors Group, LLC 12,260 11,413 7% 2020-06-30
Insight Wealth Partners, LLC 12,159 0 New Buy 2020-06-30
VALLEY NATIONAL ADVISERS INC 12,149 14,484 16% 2020-06-30
Arcus Capital Partners, LLC 12,021 11,321 6% 2020-06-30
AMG National Trust Bank 12,000 0 New Buy 2020-06-30
BARD ASSOCIATES INC 12,000 0 New Buy 2020-06-30
SEARLE & CO. 12,000 12,812 6% 2020-06-30
Wolff Financial Management LLC 12,000 13,500 11% 2020-06-30
REGENTATLANTIC CAPITAL LLC 11,975 12,084 1% 2020-06-30
Heritage Trust Co 11,863 14,633 19% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 11,819 11,819 No Change 2020-06-30
SMITH, MOORE & CO. 11,812 0 New Buy 2020-06-30
Brookstone Capital Management 11,716 0 New Buy 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 11,674 0 New Buy 2020-06-30
LLBH Private Wealth Management, LLC 11,653 11,384 2% 2020-06-30
PROEQUITIES, INC. 11,564 11,546 0% 2020-06-30
First Western Capital Management Co 11,424 11,424 No Change 2020-06-30
Parkwood LLC 11,328 10,371 9% 2020-06-30
YHB Investment Advisors, Inc. 11,298 11,298 No Change 2020-06-30
GREENWOOD CAPITAL ASSOCIATES LLC 11,292 0 New Buy 2020-06-30
Lehman & Derafelo Financial Resources LLC 11,078 11,078 No Change 2020-06-30
WHITENER CAPITAL MANAGEMENT, INC. 10,990 10,790 2% 2020-06-30
BRYN MAWR TRUST CO/PA 10,925 20,506 47% 2020-06-30
DAVIDSON INVESTMENT ADVISORS 10,880 0 New Buy 2020-06-30
Riggs Asset Managment Co. Inc. 10,800 10,800 No Change 2020-06-30
TRH Financial, LLC 10,797 0 New Buy 2020-06-30
American Financial Advisors, LLC 10,757 11,097 3% 2020-06-30
AMERITAS INVESTMENT CORP 10,732 6,834 57% 2020-06-30
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 10,600 0 New Buy 2020-06-30
HYA Advisors, Inc 10,576 12,064 12% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 10,534 13,261 21% 2020-06-30
Visionary Wealth Advisors 10,504 0 New Buy 2020-06-30
Equitable Holdings, Inc. 10,452 0 New Buy 2020-06-30
QUADRANT CAPITAL GROUP LLC 10,436 0 New Buy 2020-06-30
DFPG INVESTMENTS, INC. 10,422 0 New Buy 2020-06-30
ZEKE CAPITAL ADVISORS, LLC 10,402 10,402 No Change 2020-06-30
FineMark National Bank & Trust 10,392 10,392 No Change 2020-06-30
Diversified Investment Strategies, LLC 10,368 0 New Buy 2020-06-30
Colorado Capital Management, Inc. 10,360 10,360 No Change 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 10,292 5,192 98% 2020-06-30
Ellis Investment Partners, LLC 10,274 6,689 54% 2020-06-30
Triangle Securities Wealth Management 10,170 10,170 No Change 2020-06-30
Institute for Wealth Management, LLC. 10,140 10,140 No Change 2020-06-30
MONECO Advisors, LLC 10,022 0 New Buy 2020-06-30
XR Securities LLC 10,000 0 New Buy 2020-06-30
Bull Street Advisors, LLC 10,000 10,000 No Change 2020-06-30
Stonebridge Capital Advisors LLC 9,583 9,583 No Change 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,557 12,405 23% 2020-06-30
SRS Capital Advisors, Inc. 8,905 0 New Buy 2020-06-30
1776 Wealth LLC 8,814 3,370 162% 2020-06-30
Bogart Wealth, LLC 8,785 11,010 20% 2020-06-30
ROPES WEALTH ADVISORS LLC 8,625 8,625 No Change 2020-06-30
Efficient Wealth Management LLC 8,535 10,643 20% 2020-06-30
AllSquare Wealth Management LLC 8,000 8,000 No Change 2020-06-30
BDO Wealth Advisors, LLC 8,000 3,000 167% 2020-06-30
ASSOCIATED BANC-CORP 7,680 17,680 57% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 7,287 5,593 30% 2020-06-30
WASHINGTON TRUST CO 7,099 7,675 8% 2020-06-30
Pacitti Group Inc. 7,000 6,798 3% 2020-06-30
Taylor Hoffman Wealth Management 6,976 0 New Buy 2020-06-30
Patriot Financial Group Insurance Agency, LLC 6,878 7,171 4% 2020-06-30
Apollon Wealth Management, LLC 6,844 0 New Buy 2020-06-30
Sterling Investment Advisors, Ltd. 6,784 11,184 39% 2020-06-30
EVOKE WEALTH, LLC 6,617 9,335 29% 2020-06-30
Meridian Wealth Partners, LLC 6,562 0 New Buy 2020-06-30
Financial Architects, Inc 6,298 6,298 No Change 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 6,079 6,079 No Change 2020-06-30
Bartlett & Co. LLC 6,059 6,048 0% 2020-06-30
Enterprise Trust & Investment Co 6,000 6,000 No Change 2020-06-30
Tower Research Capital LLC 5,916 0 New Buy 2020-06-30
Principle Wealth Partners LLC 5,825 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 5,448 5,448 No Change 2020-06-30
Avondale Wealth Management 5,420 5,420 No Change 2020-06-30
M&R CAPITAL MANAGEMENT INC 5,202 6,220 16% 2020-06-30
Interactive Financial Advisors 5,120 0 New Buy 2020-06-30
Global Trust Asset Management, LLC 5,046 5,246 4% 2020-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,031 6,378 21% 2020-06-30
TFO-TDC, LLC 4,925 4,925 No Change 2020-06-30
Carmichael Hill & Associates, Inc. 4,780 8,476 44% 2020-06-30
Lindbrook Capital, LLC 4,731 4,131 15% 2020-06-30
Sound Income Strategies, LLC 4,434 4,434 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 4,170 4,170 No Change 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 4,060 0 New Buy 2020-06-30
Private Capital Group, LLC 3,840 3,840 No Change 2020-06-30
Financial Management Professionals, Inc. 3,576 3,576 No Change 2020-06-30
Certified Advisory Corp 3,547 2,039 74% 2020-06-30
SeaBridge Investment Advisors LLC 3,307 3,307 No Change 2020-06-30
Atlas Private Wealth Advisors 3,086 0 New Buy 2020-06-30
Horan Securities, Inc. 3,063 1,217 152% 2020-06-30
CITY HOLDING CO 3,060 4,148 26% 2020-06-30
MCF Advisors LLC 2,885 2,783 4% 2020-06-30
HC FINANCIAL ADVISORS INC 2,768 3,468 20% 2020-06-30
S.A. Mason LLC 2,648 3,681 28% 2020-06-30
ACADIAN ASSET MANAGEMENT LLC 2,338 0 New Buy 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 2,275 2,653 14% 2020-06-30
Hudock Moyer Wealth Resources, LLC 2,150 1,126 91% 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 2,056 2,056 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 2,000 0 New Buy 2020-06-30
CVA Family Office, LLC 2,000 10,000 80% 2020-06-30
Rocky Mountain Advisers, LLC 1,953 1,953 No Change 2020-06-30
Capital Analysts, Inc. 1,952 1,952 No Change 2020-06-30
BENJAMIN EDWARDS INC 1,930 1,930 No Change 2020-06-30
CT Mason 1,920 1,920 No Change 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 1,920 1,920 No Change 2020-06-30
Pacific Center for Financial Services 1,920 0 New Buy 2020-06-30
Heritage Wealth Advisors 1,918 0 New Buy 2020-06-30
First Personal Financial Services 1,899 1,899 No Change 2020-06-30
Focused Wealth Management, Inc 1,736 1,722 1% 2020-06-30
PANAGORA ASSET MANAGEMENT INC 1,675 1,675 No Change 2020-06-30
Russell Investments Group, Ltd. 1,626 2,844,658 100% 2020-06-30
Global Retirement Partners, LLC 1,597 2,118 25% 2020-06-30
Asset Dedication, LLC 1,546 1,524 1% 2020-06-30
Burt Wealth Advisors 1,520 1,520 No Change 2020-06-30
Engrave Wealth Partners LLC 1,477 1,477 No Change 2020-06-30
TSFG, LLC 1,472 1,472 No Change 2020-06-30
Oakworth Capital, Inc. 1,450 1,450 No Change 2020-06-30
Global Financial Private Capital, LLC 1,426 1,426 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 1,318 1,318 No Change 2020-06-30
Community Bank, N.A. 1,282 1,282 No Change 2020-06-30
PROFFITT & GOODSON INC 1,270 1,270 No Change 2020-06-30
John W. Brooker & Co., CPAs 1,267 1,267 No Change 2020-06-30
MOTCO 1,200 0 New Buy 2020-06-30
Global Wealth Management Investment Advisory, Inc. 1,156 1,108 4% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 1,126 1,126 No Change 2020-06-30
ISLAY CAPITAL MANAGEMENT, LLC 1,024 1,024 No Change 2020-06-30
Bedel Financial Consulting, Inc. 1,000 0 New Buy 2020-06-30
TRUEWEALTH LLC 1,000 0 New Buy 2020-06-30
FSA Wealth Management LLC 1,000 0 New Buy 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 228 0 New Buy 2020-06-30
Vectors Research Management, LLC 980 0 New Buy 2020-06-30
Front Row Advisors LLC 975 975 No Change 2020-06-30
TCTC Holdings, LLC 960 0 New Buy 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 950 Sold Out 2020-06-30
WEST BANCORPORATION INC 906 906 No Change 2020-06-30
Rockbridge Investment Management, LCC 893 0 New Buy 2020-06-30
Cordasco Financial Network 845 742 14% 2020-06-30
Selective Wealth Management 804 640 26% 2020-06-30
Orion Portfolio Solutions, LLC 706 0 New Buy 2020-06-30
AMERICAN NATIONAL BANK 705 0 New Buy 2020-06-30
LS Investment Advisors, LLC 702 702 No Change 2020-06-30
Truvestments Capital LLC 648 0 New Buy 2020-06-30
JNBA Financial Advisors 644 644 No Change 2020-06-30
GABLES CAPITAL MANAGEMENT INC. 624 624 No Change 2020-06-30
WEBSTER BANK, N. A. 564 564 No Change 2020-06-30
Campbell Wealth Management 519 0 New Buy 2020-06-30
TCI Wealth Advisors, Inc. 500 0 New Buy 2020-06-30
Tradewinds Capital Management, LLC 500 500 No Change 2020-06-30
Cedar Mountain Advisors, LLC 474 460 3% 2020-06-30
Gradient Investments LLC 435 9,745 96% 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 424 4,385 90% 2020-06-30
SPRINGBOK CAPITAL MANAGEMENT, LLC 400 0 New Buy 2020-06-30
MPS Loria Financial Planners, LLC 392 0 New Buy 2020-06-30
Procyon Private Wealth Partners, LLC 373 0 New Buy 2020-06-30
Laurel Wealth Advisors LLC 347 347 No Change 2020-06-30
Glassman Wealth Services 346 346 No Change 2020-06-30
MANCHESTER FINANCIAL INC 337 337 No Change 2020-06-30
Weaver Consulting Group 262 26 908% 2020-06-30
Jaffetilchin Investment Partners, LLC 259 0 New Buy 2020-06-30
Bay Harbor Wealth Management, LLC 250 250 No Change 2020-06-30
Lowe fs, LLC 227 227 No Change 2020-06-30
ATWOOD & PALMER INC 223 223 No Change 2020-06-30
LifePlan Financial Group, Inc 218 210 4% 2020-06-30
Regal Wealth Group, Inc. 205 197 4% 2020-06-30
JACKSON SQUARE CAPITAL, LLC 201 201 No Change 2020-06-30
CFG Asset Management LLC 200 200 No Change 2020-06-30
RPG Investment Advisory, LLC 180 0 New Buy 2020-06-30
Eukles Asset Management 172 172 No Change 2020-06-30
HHM Wealth Advisors, LLC 150 150 No Change 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 114 0 New Buy 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 104 100 4% 2020-06-30
Jacobi Capital Management LLC 100 75,113 100% 2020-06-30
Joseph P. Lucia & Associates, LLC 100 0 New Buy 2020-06-30
Coastal Capital Group, Inc. 38 38 No Change 2020-06-30
Larson Financial Group LLC 21 21 No Change 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1 3 67% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 0 32,547 Sold Out 2020-06-30
BTR CAPITAL MANAGEMENT INC 0 21,771 Sold Out 2020-06-30
TRUST CO OF VERMONT 0 10,843 Sold Out 2020-06-30
EAGLE ASSET MANAGEMENT INC 0 248,653 Sold Out 2020-06-30
BLACKHILL CAPITAL INC 0 225,488 Sold Out 2020-06-30
ARLINGTON PARTNERS LLC 0 40,815 Sold Out 2020-06-30
COMMERCE BANK N A/MO 0 39,523 Sold Out 2020-06-30
ProVise Management Group, LLC 0 19,310 Sold Out 2020-06-30
American Assets Investment Management, LLC 0 494,000 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 1,440 Sold Out 2020-06-30
TD ASSET MANAGEMENT INC 0 14,860 Sold Out 2020-06-30
AMERICAN CENTURY COMPANIES INC 0 30,285 Sold Out 2020-06-30
Summit Investment Advisors, Inc. 0 22,421 Sold Out 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 10,413 Sold Out 2020-06-30
OVERBROOK MANAGEMENT CORP 0 448,475 Sold Out 2020-06-30
NEW SOUTH CAPITAL MANAGEMENT INC 0 1,663 Sold Out 2020-06-30
BAUPOST GROUP LLC/MA 0 12,105,005 Sold Out 2020-06-30
DRIEHAUS CAPITAL MANAGEMENT LLC 0 91,600 Sold Out 2020-06-30
CNH PARTNERS LLC 0 56,890 Sold Out 2020-06-30
STATE STREET CORP 0 17,952 Sold Out 2020-06-30
Magnetar Financial LLC 0 3,362,331 Sold Out 2020-06-30
STATE TREASURER STATE OF MICHIGAN 0 301 Sold Out 2020-06-30
UMB BANK N A/MO 0 42,925 Sold Out 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 0 30,613 Sold Out 2020-06-30
SMH CAPITAL INC. 0 202,603 Sold Out 2020-06-30
Pathstone Family Office, LLC 0 1,405 Sold Out 2020-06-30
Meristem, LLP 0 19,803 Sold Out 2020-06-30
C V STARR & CO INC 0 177,267 Sold Out 2020-06-30
BNP Paribas Investment Partners S.A. 0 83,334 Sold Out 2020-06-30
BRIGHTON JONES LLC 0 13,295 Sold Out 2020-06-30
Verity & Verity, LLC 0 31,493 Sold Out 2020-06-30
STARR INTERNATIONAL CO INC 0 548,800 Sold Out 2020-06-30
C.V. Starr & Co., Inc. Trust 0 1,452,000 Sold Out 2020-06-30
JFS WEALTH ADVISORS, LLC 0 105 Sold Out 2020-06-30
Baystate Wealth Management LLC 0 9,257 Sold Out 2020-06-30
Financial Advisory Service, Inc. 0 13,014 Sold Out 2020-06-30
Waldron, LP 0 60,000 Sold Out 2020-06-30
Spectrum Management Group, Inc. 0 225 Sold Out 2020-06-30
Summit Financial Wealth Advisors, LLC 0 65,000 Sold Out 2020-06-30
Baird Financial Group, Inc. 0 14,200 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 1,596 Sold Out 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 0 10,185 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 1,467 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 59,105 Sold Out 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 0 384 Sold Out 2020-06-30
CPCM, LLC 0 49,200 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 18,036 Sold Out 2020-06-30
Vivaldi Capital Management, LLC 0 26,039 Sold Out 2020-06-30
Circle Wealth Management, LLC 0 24,794 Sold Out 2020-06-30
Capital Bank & Trust Co 0 5,104 Sold Out 2020-06-30
CENTAURUS FINANCIAL, INC. 0 10,644 Sold Out 2020-06-30
MYDA Advisors LLC 0 30,000 Sold Out 2020-06-30
Cruiser Capital Advisors, LLC 0 144,382 Sold Out 2020-06-30
SWS Partners 0 25,230 Sold Out 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 0 10,897 Sold Out 2020-06-30
G&S Capital LLC 0 6,372 Sold Out 2020-06-30
Man Group plc 0 11,698 Sold Out 2020-06-30
Allred Capital Management, LLC 0 7,362 Sold Out 2020-06-30
Old North State Trust, LLC 0 25,558 Sold Out 2020-06-30
Robertson Stephens Wealth Management, LLC 0 14,930 Sold Out 2020-06-30
FORTEM FINANCIAL GROUP, LLC 0 22,100 Sold Out 2020-06-30
Sontag Advisory, LLC 0 33,678 Sold Out 2020-06-30
Archetype Wealth Partners, LLC 0 14,859 Sold Out 2020-06-30
Actinver Wealth Management, Inc. 0 17,025 Sold Out 2020-06-30
Keudell/Morrison Wealth Management 0 10,869 Sold Out 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 0 3,165 Sold Out 2020-06-30
EXCHANGE TRADED CONCEPTS, LLC 0 1,930 Sold Out 2020-06-30
Loveless Wealth Management LLC 0 11,000 Sold Out 2020-06-30
AlphaCore Capital LLC 0 538 Sold Out 2020-06-30
Birch Capital Management, LLC 0 15,159 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 2,385 Sold Out 2020-06-30
Vista Wealth Management Group, LLC 0 30,758 Sold Out 2020-06-30
Key FInancial Inc 0 1,356 Sold Out 2020-06-30
EPG Wealth Management LLC 0 4,503 Sold Out 2020-06-30
Wealth Quarterback LLC 0 1,351 Sold Out 2020-06-30
Filbrandt Wealth Management, LLC 0 50 Sold Out 2020-06-30
Royal Fund Management, LLC 0 1,453 Sold Out 2020-06-30
Plaisance Capital LLC 0 1,073,600 Sold Out 2020-06-30
Atlantic Trust Group, LLC 22,618,971 37,616,038 40% 2020-03-31
DEUTSCHE BANK AG 4,809,998 5,477,060 12% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 629,309 798,186 21% 2020-03-31
West Family Investments, Inc. 521,309 516,909 1% 2020-03-31
Beach Investment Management, LLC. 291,690 291,690 No Change 2020-03-31
SIMPLEX TRADING, LLC 264,648 69,463 281% 2020-03-31
Steward Partners Investment Advisory, LLC 207,242 188,984 10% 2020-03-31
SALIENT TRUST CO LTA 205,816 130,436 58% 2020-03-31
Pinnacle Holdings, LLC 163,996 162,556 1% 2020-03-31
Stokes Capital Advisors, LLC 114,327 117,820 3% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 70,732 89,832 21% 2020-03-31
Laurel Wealth Advisors, Inc. 56,335 40,200 40% 2020-03-31
Pennsylvania Trust Co 54,967 54,017 2% 2020-03-31
PRIVATE TRUST CO NA 49,468 47,768 4% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 44,875 44,875 No Change 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 36,682 0 New Buy 2020-03-31
MML INVESTORS SERVICES, LLC 32,903 27,882 18% 2020-03-31
Winfield Associates, Inc. 30,360 29,620 2% 2020-03-31
First Dallas Securities Inc. 29,674 18,124 64% 2020-03-31
Sippican Capital Adivsors 28,415 27,401 4% 2020-03-31
Summit Financial, LLC 26,512 42,425 38% 2020-03-31
INTL FCSTONE INC. 26,459 18,025 47% 2020-03-31
LEVIN CAPITAL STRATEGIES, L.P. 25,687 25,687 No Change 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 19,358 19,358 No Change 2020-03-31
Resources Investment Advisors, Inc. 4,000 4,000 No Change 2020-03-31
Waterloo Capital, L.P. 16,306 0 New Buy 2020-03-31
Lake Point Wealth Management 15,000 15,000 No Change 2020-03-31
Covenant Asset Management, LLC 13,358 11,054 21% 2020-03-31
BOYS ARNOLD & CO INC 12,000 12,000 No Change 2020-03-31
FIRST FINANCIAL CORP /IN/ 10,910 10,910 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 7,820 7,681 2% 2020-03-31
TOTH FINANCIAL ADVISORY CORP 2,185 2,588 16% 2020-03-31
Golden State Wealth Management, LLC 1,595 0 New Buy 2020-03-31
Princeton Global Asset Management LLC 960 960 No Change 2020-03-31
Willingdon Wealth Management 640 640 No Change 2020-03-31
Center for Financial Planning, Inc. 529 529 No Change 2020-03-31
Nokota Management, LP 0 2,303,474 Sold Out 2020-03-31
Strategic Wealth Advisors Group,Inc. 0 20,981 Sold Out 2020-03-31
TAM Capital Management Inc. 0 885,295 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 200 Sold Out 2020-03-31
CA Family Wealth, LLC 0 34,495 Sold Out 2020-03-31
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