| 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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