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STOCK TICKER:
First Trust Preferred Securities and Income ETF ETF   (ticker: FPE)
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
MORGAN STANLEY 45,792,227 0 New Buy 2020-12-31
UBS Group AG 10,035,917 9,633,080 4% 2020-12-31
BANK OF AMERICA CORP /DE/ 7,200,191 7,136,141 1% 2020-12-31
LPL Financial CORP 5,375,362 5,167,563 4% 2020-12-31
GRIMES & COMPANY, INC. 4,338,472 4,041,598 7% 2020-12-31
Raymond James Financial Services Advisors, Inc. 4,195,502 3,750,160 12% 2020-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,738,675 710,982 426% 2020-12-31
EATON VANCE MANAGEMENT 2,458,012 2,533,012 3% 2020-12-31
RAYMOND JAMES & ASSOCIATES 2,186,800 2,002,443 9% 2020-12-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,964,382 2,112,478 7% 2020-12-31
BB&T CORP 1,811,625 1,862,576 3% 2020-12-31
PARK NATIONAL CORP /OH/ 1,757,087 1,378,743 27% 2020-12-31
Qube Research & Technologies Ltd 1,714,261 1,141,705 50% 2020-12-31
COUNTRY TRUST BANK 1,687,782 0 New Buy 2020-12-31
Miracle Mile Advisors, LLC 1,646,020 1,506,242 9% 2020-12-31
ENVESTNET ASSET MANAGEMENT INC 1,638,520 1,581,279 4% 2020-12-31
Janney Montgomery Scott LLC 1,500,262 1,386,305 8% 2020-12-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 1,389,330 1,243,681 12% 2020-12-31
Baird Financial Group, Inc. 1,375,977 1,273,136 8% 2020-12-31
CWM, LLC 1,374,945 1,790,527 23% 2020-12-31
Summit Financial Wealth Advisors, LLC 1,324,125 1,308,562 1% 2020-12-31
Flaharty Asset Management, LLC 1,185,685 1,200,847 1% 2020-12-31
STIFEL FINANCIAL CORP 10,466 30,614 66% 2020-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,171,154 924,318 27% 2020-12-31
Kestra Advisory Services, LLC 1,043,517 996,861 5% 2020-12-31
Magnus Financial Group LLC 936,835 883,273 6% 2020-12-31
SRS Capital Advisors, Inc. 861,204 869,874 1% 2020-12-31
HCR Wealth Advisors 850,442 831,723 2% 2020-12-31
BEACON FINANCIAL GROUP 813,651 800,800 2% 2020-12-31
Milestone Advisory Partners 796,182 0 New Buy 2020-12-31
Southern Wealth Management, LLP 778,621 646,228 20% 2020-12-31
SPINNAKER TRUST 724,959 0 New Buy 2020-12-31
Csenge Advisory Group 705,503 462,208 53% 2020-12-31
Berger Financial Group, Inc 632,496 0 New Buy 2020-12-31
Karp Capital Management Corp 574,926 562,718 2% 2020-12-31
Cetera Investment Advisers 566,378 245,192 131% 2020-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 549,808 605,786 9% 2020-12-31
Empirical Financial Services, LLC 501,914 493,390 2% 2020-12-31
UMB BANK N A/MO 491,330 397,398 24% 2020-12-31
NORTHERN OAK CAPITAL MANAGEMENT INC 489,349 451,845 8% 2020-12-31
MML INVESTORS SERVICES, LLC 465,159 468,674 1% 2020-12-31
J P MORGAN CHASE & CO 464,726 538,278 14% 2020-12-31
WELLS FARGO & CO/MN 448,404 451,743 1% 2020-12-31
FIRST TRUST ADVISORS LP 432,357 409,243 6% 2020-12-31
ShoreHaven Wealth Partners, LLC 429,638 0 New Buy 2020-12-31
OLD MISSION CAPITAL, LLC 423,159 0 New Buy 2020-12-31
Advisor OS, LLC 423,129 391,891 8% 2020-12-31
Icon Wealth Partners, LLC 406,817 0 New Buy 2020-12-31
Stratos Wealth Partners, LTD. 404,852 557,213 27% 2020-12-31
Jaffetilchin Investment Partners, LLC 401,858 412,439 3% 2020-12-31
Archer Investment Corp 378,388 375,097 1% 2020-12-31
Measured Wealth Private Client Group, LLC 375,036 363,018 3% 2020-12-31
Renaissance Technologies(Jim Simons) 363,400 178,000 104% 2020-12-31
BABSON CAPITAL MANAGEMENT LLC 325,973 0 New Buy 2020-12-31
Wills Financial Group, Inc. 317,550 319,702 1% 2020-12-31
Rockefeller Capital Management L.P. 311,642 268,321 16% 2020-12-31
BANK OF MONTREAL /CAN/ 304,028 328,538 7% 2020-12-31
Newman Dignan & Sheerar, Inc. 300,528 295,870 2% 2020-12-31
Sigma Planning Corp 298,226 282,784 5% 2020-12-31
Quad-Cities Investment Group, LLC 297,544 284,109 5% 2020-12-31
Verition Fund Managegment LLC 282,621 0 New Buy 2020-12-31
Wunderlich Securities, Inc. 275,342 276,990 1% 2020-12-31
Gradient Investments LLC 271,505 275,035 1% 2020-12-31
SSI INVESTMENT MANAGEMENT INC 269,420 225,705 19% 2020-12-31
Strategic Financial Group, LLC 260,720 219,071 19% 2020-12-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 258,448 0 New Buy 2020-12-31
CITIGROUP INC 249,874 218,367 14% 2020-12-31
Hardy Reed LLC 246,399 227,644 8% 2020-12-31
Multi-Financial Securities Corp 241,029 177,852 36% 2020-12-31
Aspen Investment Management Inc 235,308 230,014 2% 2020-12-31
H D Vest Advisory Services 232,189 312,845 26% 2020-12-31
KMG FIDUCIARY PARTNERS, LLC 225,796 199,929 13% 2020-12-31
LINCOLN NATIONAL CORP 218,544 224,986 3% 2020-12-31
Atlas Private Wealth Management 212,907 221,537 4% 2020-12-31
Clark Capital Management Group, Inc. 208,768 210,036 1% 2020-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 205,369 0 New Buy 2020-12-31
Steward Partners Investment Advisory, LLC 201,808 180,306 12% 2020-12-31
Choice Wealth Advisors, LLC 197,152 0 New Buy 2020-12-31
Kinloch Capital, LLC 191,547 0 New Buy 2020-12-31
BHF RG Capital Inc. 184,687 173,590 6% 2020-12-31
Western Wealth Management, LLC 178,716 149,835 19% 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 178,220 157,753 13% 2020-12-31
First Heartland Consultants, Inc. 169,802 174,137 2% 2020-12-31
Equitable Holdings, Inc. 167,669 172,673 3% 2020-12-31
IHT Wealth Management, LLC 164,745 149,635 10% 2020-12-31
CLS INVESTMENT FIRM, LLC 163,897 0 New Buy 2020-12-31
Mirae Asset Global Investments Co., Ltd. 163,521 121,452 35% 2020-12-31
Reitz Capital Advisors LLC 163,159 115,201 42% 2020-12-31
Prospera Financial Services 161,111 66,728 141% 2020-12-31
Mutual Advisors, LLC 160,360 154,173 4% 2020-12-31
Holloway Wealth Management, LLC 158,542 0 New Buy 2020-12-31
Retirement Group, LLC 157,942 0 New Buy 2020-12-31
Ironwood Investment Counsel, LLC 156,482 92,725 69% 2020-12-31
American Financial Advisors, LLC 145,028 176,680 18% 2020-12-31
FDx Advisors, Inc. 143,721 131,847 9% 2020-12-31
Cypress Capital Group 139,975 114,995 22% 2020-12-31
STRINGER ASSET MANAGEMENT, LLC 138,080 137,182 1% 2020-12-31
Brendel Financial Advisors LLC 137,067 78,944 74% 2020-12-31
JANE STREET GROUP, LLC 130,245 0 New Buy 2020-12-31
US BANCORP DE 127,212 40,669 213% 2020-12-31
Soltis Investment Advisors LLC 123,616 116,050 7% 2020-12-31
Valmark Advisers, Inc. 123,166 93,131 32% 2020-12-31
Edmonds Duncan Registered Investment Advisors, LLC 119,769 121,389 1% 2020-12-31
ASSOCIATED BANC-CORP 119,746 120,366 1% 2020-12-31
American Institute for Advanced Investment Management, LLP 119,512 92,011 30% 2020-12-31
Financial Network 116,536 124,949 7% 2020-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 116,210 67,369 72% 2020-12-31
Orion Portfolio Solutions, LLC 116,187 0 New Buy 2020-12-31
Stonebridge Financial Planning Group, LLC 114,120 114,383 0% 2020-12-31
P-Solve LLC 114,045 114,045 No Change 2020-12-31
Concentrum Wealth Management 113,349 113,137 0% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 110,395 116,035 5% 2020-12-31
LAKE STREET FINANCIAL LLC 110,184 93,055 18% 2020-12-31
AMERITAS INVESTMENT CORP 110,122 0 New Buy 2020-12-31
Kovack Advisors, Inc. 104,194 78,305 33% 2020-12-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 102,957 110,132 7% 2020-12-31
Patriot Financial Group Insurance Agency, LLC 102,376 100,173 2% 2020-12-31
Americana Partners, LLC 101,674 92,944 9% 2020-12-31
Financial Partners Group, Inc 101,005 0 New Buy 2020-12-31
Jacobsen Capital Management 100,487 99,742 1% 2020-12-31
DAVENPORT & CO LLC 99,245 95,103 4% 2020-12-31
IFG Advisory, LLC 96,980 78,926 23% 2020-12-31
Advisory Services Network, LLC 95,966 92,096 4% 2020-12-31
FIRST HAWAIIAN BANK 94,600 59,980 58% 2020-12-31
Chicago Partners Investment Group LLC 93,979 87,553 7% 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 90,910 88,631 3% 2020-12-31
Harvest Investment Services, LLC 89,910 86,383 4% 2020-12-31
Cornell Pochily Investment Advisors, Inc. 89,476 88,137 2% 2020-12-31
BENJAMIN EDWARDS INC 88,879 0 New Buy 2020-12-31
Brown Advisory Securities, LLC 88,438 87,438 1% 2020-12-31
QP WEALTH MANAGEMENT, LLC 87,070 95,225 9% 2020-12-31
Insight Advisors, LLC/ PA 86,493 0 New Buy 2020-12-31
Altus Wealth Group LLC 14,692 0 New Buy 2020-12-31
VISTA INVESTMENT MANAGEMENT 84,163 90,005 6% 2020-12-31
Providence Wealth Advisors, LLC 79,025 76,725 3% 2020-12-31
Quantitative Advantage LLC 76,633 77,775 1% 2020-12-31
Clear Creek Financial Management, LLC 76,266 0 New Buy 2020-12-31
Strategic Wealth Advisors Group,Inc. 75,820 169,131 55% 2020-12-31
Moser Wealth Advisors, LLC 73,527 73,479 0% 2020-12-31
LexAurum Advisors, LLC 70,869 0 New Buy 2020-12-31
GILL CAPITAL PARTNERS, LLC 70,638 0 New Buy 2020-12-31
Andesa Financial Management Inc. 70,603 101,240 30% 2020-12-31
Sequoia Financial Advisors, LLC 69,416 64,246 8% 2020-12-31
Financial Enhancement Group LLC 67,795 76,687 12% 2020-12-31
MAI Wealth Advisors 66,096 0 New Buy 2020-12-31
LVZ Advisors, Inc. 65,488 52,941 24% 2020-12-31
WealthBridge Capital Management, LLC 64,889 63,276 3% 2020-12-31
ATRIA INVESTMENTS LLC 62,461 52,438 19% 2020-12-31
Regal Investment Advisors, LLC 62,032 0 New Buy 2020-12-31
AdvisorNet Financial, Inc 60,733 60,083 1% 2020-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 57,242 45,845 25% 2020-12-31
BURNS J W & CO INC/NY 56,775 57,500 1% 2020-12-31
Hilltop Holdings Inc. 56,233 55,070 2% 2020-12-31
DAVIDSON D A & CO 55,377 56,248 2% 2020-12-31
Colonial River Wealth Management, LLC 54,519 0 New Buy 2020-12-31
PSI Advisors, LLC 53,512 58,213 8% 2020-12-31
BREITER CAPITAL MANAGEMENT INC 53,065 49,075 8% 2020-12-31
Steel Peak Wealth Management LLC 52,756 50,843 4% 2020-12-31
Oxbow Advisors, LLC 52,141 53,971 3% 2020-12-31
M&T BANK CORP 51,631 49,507 4% 2020-12-31
Financial Advocates Investment Management 50,428 50,509 0% 2020-12-31
NEXT Financial Group, Inc 49,886 60,641 18% 2020-12-31
HARBOR FINANCIAL SERVICES, LLC 49,733 0 New Buy 2020-12-31
Moors & Cabot, Inc. 49,564 47,149 5% 2020-12-31
SYNOVUS FINANCIAL CORP 48,490 38,648 25% 2020-12-31
SeaCrest Wealth Management, LLC 48,146 49,070 2% 2020-12-31
PARK AVENUE SECURITIES LLC 46,577 41,971 11% 2020-12-31
Advanced Asset Management Advisors Inc 46,000 46,000 No Change 2020-12-31
Accel Wealth Management 42,933 0 New Buy 2020-12-31
Capital Investment Advisory Services, LLC 42,923 39,558 9% 2020-12-31
COZAD ASSET MANAGEMENT INC 41,772 0 New Buy 2020-12-31
Elk River Wealth Management, LLC 40,967 0 New Buy 2020-12-31
TELEMUS CAPITAL, LLC 40,500 40,500 No Change 2020-12-31
Navis Wealth Advisors, LLC 40,000 0 New Buy 2020-12-31
Carnick & Kubik Group, LLC 39,011 301,794 87% 2020-12-31
CRA Financial Services, LLC 36,660 36,660 No Change 2020-12-31
Goss Wealth Management LLC 35,804 0 New Buy 2020-12-31
Alpha Cubed Investments, LLC 35,060 0 New Buy 2020-12-31
Kingsview Wealth Management, LLC 34,314 32,650 5% 2020-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 32,903 33,425 2% 2020-12-31
THOROUGHBRED FINANCIAL SERVICES, LLC 32,032 0 New Buy 2020-12-31
OPPENHEIMER & CO INC 31,665 31,985 1% 2020-12-31
Creative Planning 30,944 31,510 2% 2020-12-31
National Asset Management, Inc. 30,850 34,888 12% 2020-12-31
AE Wealth Management LLC 30,249 26,395 15% 2020-12-31
Koshinski Asset Management, Inc. 29,973 0 New Buy 2020-12-31
STEPHENS INC /AR/ 29,380 30,854 5% 2020-12-31
GREAT VALLEY ADVISOR GROUP, INC. 29,339 26,391 11% 2020-12-31
CHIRON CAPITAL MANAGEMENT, LLC 29,212 13,778 112% 2020-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 28,653 0 New Buy 2020-12-31
Claro Advisors LLC 27,307 21,051 30% 2020-12-31
Baker Avenue Asset Management, LP 25,640 25,640 No Change 2020-12-31
M Holdings Securities, Inc. 25,427 26,913 6% 2020-12-31
SUMMIT FINANCIAL GROUP INC 25,306 25,393 0% 2020-12-31
1776 Wealth LLC 24,722 24,306 2% 2020-12-31
Vestmark Advisory Solutions, Inc. 24,261 17,349 40% 2020-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 23,448 23,448 No Change 2020-12-31
Corient Capital Partners, LLC 22,620 109,539 79% 2020-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 22,539 29,202 23% 2020-12-31
Belpointe Asset Management LLC 22,093 0 New Buy 2020-12-31
Shulman DeMeo Asset Management LLC 21,849 21,849 No Change 2020-12-31
Vivaldi Capital Management, LLC 21,825 15,000 46% 2020-12-31
MCDONALD PARTNERS LLC 21,666 0 New Buy 2020-12-31
M&R CAPITAL MANAGEMENT INC 21,563 22,553 4% 2020-12-31
Atlas Private Wealth Advisors 20,635 23,009 10% 2020-12-31
We Are One Seven, LLC 20,610 20,226 2% 2020-12-31
OLD DOMINION CAPITAL MANAGEMENT INC 20,097 20,097 No Change 2020-12-31
ARQ WEALTH ADVISORS, LLC 20,095 0 New Buy 2020-12-31
Renasant Bank 20,035 0 New Buy 2020-12-31
TWIN FOCUS CAPITAL PARTNERS, LLC 20,000 0 New Buy 2020-12-31
Wealthstreet Investment Advisors, LLC 20,000 0 New Buy 2020-12-31
Busey Trust CO 19,977 24,805 19% 2020-12-31
AMERIPRISE FINANCIAL INC 19,326 25,670 25% 2020-12-31
RVW Wealth, LLC 19,072 30,388 37% 2020-12-31
J.W. COLE ADVISORS, INC. 18,867 0 New Buy 2020-12-31
QCI ASSET MANAGEMENT INC/NY 18,634 21,554 14% 2020-12-31
Principle Wealth Partners LLC 18,574 18,574 No Change 2020-12-31
Cooper Financial Group 18,539 18,344 1% 2020-12-31
IBEX WEALTH ADVISORS 18,379 18,289 0% 2020-12-31
Truadvice, LLC 17,783 16,792 6% 2020-12-31
Sound View Wealth Advisors Group, LLC 17,371 17,339 0% 2020-12-31
MERCER GLOBAL ADVISORS INC /ADV 16,935 14,289 19% 2020-12-31
Integrated Wealth Concepts LLC 16,433 14,822 11% 2020-12-31
Kerntke Otto McGlone Wealth Management Group 15,398 15,218 1% 2020-12-31
STABLEFORD CAPITAL II LLC 15,300 0 New Buy 2020-12-31
RED CEDAR INVESTMENT MANAGEMENT, LLC 15,227 106,874 86% 2020-12-31
ProVise Management Group, LLC 15,186 0 New Buy 2020-12-31
PRW Wealth Management LLC 15,000 10,000 50% 2020-12-31
RFG Advisory Group, LLC 14,787 13,537 9% 2020-12-31
Winslow, Evans & Crocker, Inc. 14,340 26,477 46% 2020-12-31
Arkadios Wealth Advisors 14,044 1,419 890% 2020-12-31
Cadent Capital Advisors, LLC 14,044 0 New Buy 2020-12-31
HRT FINANCIAL LLC 13,227 0 New Buy 2020-12-31
Aurora Private Wealth, Inc. 13,184 13,288 1% 2020-12-31
Holistic Financial Partners 13,068 0 New Buy 2020-12-31
WENDELL DAVID ASSOCIATES INC 13,000 13,000 No Change 2020-12-31
Emerald Investment Partners, LLC 12,898 12,885 0% 2020-12-31
Neuberger Berman Group LLC 12,670 14,900 15% 2020-12-31
IFP Advisors, Inc 12,545 0 New Buy 2020-12-31
Strategic Blueprint, LLC 12,088 37,945 68% 2020-12-31
SHEETS SMITH & ASSOCIATES INC 11,594 0 New Buy 2020-12-31
Sawtooth Asset Management, Inc. 11,336 0 New Buy 2020-12-31
CENTAURUS FINANCIAL, INC. 11,272 11,142 1% 2020-12-31
Cedar Brook Financial Partners, LLC 11,229 0 New Buy 2020-12-31
Wagner Wealth Management, LLC 11,118 0 New Buy 2020-12-31
Spotlight Asset Group, Inc. 10,996 39,237 72% 2020-12-31
Blackhawk Capital Partners LLC. 10,989 0 New Buy 2020-12-31
Mendel Money Management 10,846 11,221 3% 2020-12-31
BLAIR WILLIAM & CO/IL 10,543 0 New Buy 2020-12-31
DEUTSCHE BANK AG 9,924 23,124 57% 2020-12-31
Capital Advisors, Ltd. LLC 9,849 9,849 No Change 2020-12-31
Advisors Asset Management, Inc. 9,557 12,219 22% 2020-12-31
Jacobi Capital Management LLC 8,157 10,997 26% 2020-12-31
Carmichael Hill & Associates, Inc. 7,815 5,026 55% 2020-12-31
Pinnacle Bank 7,682 7,682 No Change 2020-12-31
Hillstrust 7,657 0 New Buy 2020-12-31
Global Retirement Partners, LLC 7,141 5,769 24% 2020-12-31
BELLEVUE ASSET MANAGEMENT, LLC 7,097 7,097 No Change 2020-12-31
DB Wealth Management Group, LLC 6,294 0 New Buy 2020-12-31
Covington Capital Management 5,214 5,214 No Change 2020-12-31
WHITTIER TRUST CO 5,000 5,000 No Change 2020-12-31
Migdal Insurance & Financial Holdings Ltd. 4,460 0 New Buy 2020-12-31
Retirement Network 4,315 4,315 No Change 2020-12-31
Hudock Moyer Wealth Resources, LLC 4,000 4,000 No Change 2020-12-31
CAPTRUST FINANCIAL ADVISORS 3,962 5,938 33% 2020-12-31
Princeton Global Asset Management LLC 3,650 3,650 No Change 2020-12-31
Investors Research Corp 3,614 3,525 3% 2020-12-31
Cordasco Financial Network 2,500 2,500 No Change 2020-12-31
Plante Moran Financial Advisors Ltd Partnership 2,462 3,055 19% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 2,409 2,409 No Change 2020-12-31
CITY HOLDING CO 1,800 1,800 No Change 2020-12-31
Sowell Financial Services LLC 1,759 2,407 27% 2020-12-31
Syverson Strege & Co 1,658 0 New Buy 2020-12-31
Capital Analysts, Inc. 1,552 430 261% 2020-12-31
Column Capital Advisors, LLC 1,278 200 539% 2020-12-31
CULLEN FROST BANKERS INC 1,225 1,225 No Change 2020-12-31
Front Row Advisors LLC 1,192 1,192 No Change 2020-12-31
Hexagon Capital Partners LLC 1,190 1,190 No Change 2020-12-31
HARBOR INVESTMENT ADVISORY, LLC 1,116 1,116 No Change 2020-12-31
MONTAG A & ASSOCIATES INC 1,000 0 New Buy 2020-12-31
QUADRANT CAPITAL GROUP LLC 800 0 New Buy 2020-12-31
Oder Investment Management, LLC 732 0 New Buy 2020-12-31
Tradition Wealth Management, LLC 500 0 New Buy 2020-12-31
AllSquare Wealth Management LLC 492 492 No Change 2020-12-31
Merrion Investment Management Co, LLC 487 0 New Buy 2020-12-31
Capstone Triton Financial Group, LLC 473 0 New Buy 2020-12-31
Carroll Financial Associates, Inc. 395 123 221% 2020-12-31
TCI Wealth Advisors, Inc. 368 0 New Buy 2020-12-31
Savior LLC 332 331 0% 2020-12-31
Efficient Wealth Management LLC 315 315 No Change 2020-12-31
Sound Income Strategies, LLC 171 171 No Change 2020-12-31
FMR LLC 7 2 250% 2020-12-31
MONETA GROUP INVESTMENT ADVISORS INC 0 10,329 Sold Out 2020-12-31
GLENMEDE TRUST CO NA 0 6,297 Sold Out 2020-12-31
SMITHFIELD TRUST CO 0 2,464 Sold Out 2020-12-31
JNBA Financial Advisors 0 500 Sold Out 2020-12-31
Streettalk Advisors, LLC 0 278,536 Sold Out 2020-12-31
SIMPLEX TRADING, LLC 0 100 Sold Out 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 0 71,059 Sold Out 2020-12-31
Good Life Advisors, LLC 0 10,229 Sold Out 2020-12-31
FLAGSHIP HARBOR ADVISORS, LLC 0 5,249 Sold Out 2020-12-31
Trilogy Capital Inc. 0 297,965 Sold Out 2020-12-31
F3Logic, LLC 0 117 Sold Out 2020-12-31
Nachman Norwood & Parrott, Inc 0 1,448 Sold Out 2020-12-31
Biltmore Capital Advisors LLC 0 3,650 Sold Out 2020-12-31
Meridian Wealth Advisors, LLC 0 13,699 Sold Out 2020-12-31
Golden State Wealth Management, LLC 0 7,931 Sold Out 2020-12-31
EPG Wealth Management LLC 0 15,308 Sold Out 2020-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0 42,141 Sold Out 2020-12-31
Axiom Investment Management LLC 0 11,800 Sold Out 2020-12-31
Founders Financial Alliance, LLC 0 3,708 Sold Out 2020-12-31
ROYAL BANK OF CANADA 14,118,720 13,348,836 6% 2020-09-30
Gladstone Institutional Advisory LLC 575,293 352,358 63% 2020-09-30
First Allied Advisory Services, Inc. 247,584 0 New Buy 2020-09-30
Private Advisor Group, LLC 243,265 238,202 2% 2020-09-30
Frontier Wealth Management LLC 79,231 86,571 8% 2020-09-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 64,843 63,843 2% 2020-09-30
THRIVENT FINANCIAL FOR LUTHERANS 30,798 57,196 46% 2020-09-30
Hochman Cole Investment Advisors, Inc. 13,556 13,375 1% 2020-09-30
Private Portfolio Partners LLC 11,394 10,946 4% 2020-09-30
Capital Square, LLC 10,756 0 New Buy 2020-09-30
Pensionmark Financial Group, LLC 10,285 0 New Buy 2020-09-30
FinTrust Capital Advisors, LLC 6,680 0 New Buy 2020-09-30
Rosenberg Matthew Hamilton 3,789 3,650 4% 2020-09-30
CVA Family Office, LLC 266 266 No Change 2020-09-30
AlphaMark Advisors, LLC 0 400 Sold Out 2020-09-30
OLD MISSION CAPITAL LLC 0 60,398 Sold Out 2020-09-30
McMahon Financial Advisors, LLC 0 161,514 Sold Out 2020-09-30
H&H Retirement Design & Management INC 0 51,993 Sold Out 2020-09-30
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