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STOCK TICKER:
STREETTRACKS GOLD TR   (ticker: GLD)
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
CITIGROUP INC 20,269,887 15,045,380 35% 2020-03-31
JANE STREET GROUP, LLC 19,951,886 0 New Buy 2020-03-31
BARCLAYS PLC 11,869,949 11,308,188 5% 2020-03-31
Susquehanna International Group, LLP 8,436,431 8,164,145 3% 2020-03-31
UBS Group AG 8,260,882 6,730,919 23% 2020-03-31
WOLVERINE TRADING, LLC 7,937,382 6,735,867 18% 2020-03-31
SUN VALLEY GOLD LLC 7,500,000 8,472,200 11% 2020-03-31
Twin Tree Management, LP 4,417,162 6,171,300 28% 2020-03-31
Arnhold & S. Bleichroeder Advisers, LLC 4,342,873 5,147,459 16% 2020-03-31
Bridgewater Associates, Inc.(Raymond Dalio) 4,056,627 4,056,627 No Change 2020-03-31
Graham Capital Management, L.P. 3,845,000 6,325,000 39% 2020-03-31
DRW Securities, LLC 3,409,849 3,102,699 10% 2020-03-31
TORONTO DOMINION BANK 0 3,941,900 Sold Out 2020-03-31
MACKENZIE FINANCIAL CORP 2,740,069 2,088,227 31% 2020-03-31
CREDIT SUISSE/ 2,737,628 1,885,059 45% 2020-03-31
Cutler Group LP 2,570,375 2,520,800 2% 2020-03-31
HAP Trading, LLC 2,185,500 293,000 646% 2020-03-31
PAULSON & CO INC(John Paulson) 1,894,252 0 New Buy 2020-03-31
PointState Capital LP 1,706,400 2,739,000 38% 2020-03-31
J P MORGAN CHASE & CO 1,329,805 2,271,789 41% 2020-03-31
LPL Financial CORP 1,267,612 1,074,909 18% 2020-03-31
Bank of New York Mellon CORP 1,246,409 353,806 252% 2020-03-31
Owl Creek Asset Management, L.P. 1,232,000 3,980,900 69% 2020-03-31
EMINENCE CAPITAL LLC 1,083,641 0 New Buy 2020-03-31
BANK OF MONTREAL /CAN/ 1,061,275 489,034 117% 2020-03-31
WealthNavi Inc. 1,037,858 1,058,885 2% 2020-03-31
Deer Park Road Corp 1,000,000 0 New Buy 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 971,371 712,163 36% 2020-03-31
CABANA LLC 939,858 9,277 10,031% 2020-03-31
HighTower Advisors, LLC 904,264 691,581 31% 2020-03-31
FIFTH THIRD BANCORP 895,839 668,362 34% 2020-03-31
Comprehensive Financial Management LLC 887,254 766,254 16% 2020-03-31
DIAM Co., Ltd. 871,330 1,196,444 27% 2020-03-31
WS MANAGEMENT LLP 839,513 647,613 30% 2020-03-31
Foundations Investment Advisors, LLC 757,258 19,421 3,799% 2020-03-31
RAYMOND JAMES & ASSOCIATES 746,478 694,333 8% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 717,369 535,381 34% 2020-03-31
Raymond James Financial Services Advisors, Inc. 655,140 493,186 33% 2020-03-31
Sumitomo Mitsui Trust Holdings, Inc. 651,110 1,522,775 57% 2020-03-31
Neuberger Berman Group LLC 591,069 554,778 7% 2020-03-31
CIBC Global Asset Management Inc 538,200 10,249 5,151% 2020-03-31
STATE STREET CORP 537,154 533,733 1% 2020-03-31
US BANCORP DE 531,861 0 New Buy 2020-03-31
PRUDENTIAL CORP PLC 526,953 686,974 23% 2020-03-31
Gemsstock Ltd. 524,600 0 New Buy 2020-03-31
Athanor Capital, LP 492,704 0 New Buy 2020-03-31
WELLINGTON MANAGEMENT CO LLP 489,431 533,212 8% 2020-03-31
Arnhold LLC 433,766 394,487 10% 2020-03-31
WADDELL & REED FINANCIAL INC 431,188 0 New Buy 2020-03-31
BAILARD, INC. 383,141 4,053 9,353% 2020-03-31
Briaud Financial Planning, Inc 374,665 481,009 22% 2020-03-31
FIRST NATIONAL TRUST CO 367,583 293,350 25% 2020-03-31
Baird Financial Group, Inc. 4,768 0 New Buy 2020-03-31
CASTLEARK MANAGEMENT LLC 341,505 137,790 148% 2020-03-31
FIL Ltd 340,100 5,289,598 94% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330,491 224,686 47% 2020-03-31
TD ASSET MANAGEMENT INC 323,194 183,445 76% 2020-03-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 312,512 454,015 31% 2020-03-31
COLONY GROUP LLC 307,939 308,331 0% 2020-03-31
BANQUE PICTET & CIE SA 307,249 198,277 55% 2020-03-31
GREAT WEST LIFE ASSURANCE CO /CAN/ 303,317 0 New Buy 2020-03-31
Falcon Edge Capital LP 301,751 0 New Buy 2020-03-31
ROCKLAND TRUST CO 297,094 292,679 2% 2020-03-31
Mariner Wealth Advisors, LLC 292,195 285,623 2% 2020-03-31
Optiver US LLC 291,118 0 New Buy 2020-03-31
COBALT CAPITAL MANAGEMENT INC 285,000 300,000 5% 2020-03-31
Billeaud Capital Management, Inc. 279,636 272,147 3% 2020-03-31
Capula Management Ltd 266,731 209,000 28% 2020-03-31
TEACHER RETIREMENT SYSTEM OF TEXAS 249,793 249,793 No Change 2020-03-31
AE Wealth Management LLC 245,577 206,077 19% 2020-03-31
Pictet North America Advisors SA 239,989 152,955 57% 2020-03-31
Sicart Associates LLC 235,209 159,704 47% 2020-03-31
SIMPLEX TRADING, LLC 212,230 0 New Buy 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 207,585 203,672 2% 2020-03-31
WOLVERINE ASSET MANAGEMENT LLC 3,570 0 New Buy 2020-03-31
Napier Park Global Capital LLC 200,000 500,000 60% 2020-03-31
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 193,697 202,245 4% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 192,800 205,296 6% 2020-03-31
STALEY CAPITAL ADVISERS INC 192,760 197,335 2% 2020-03-31
ZEKE CAPITAL ADVISORS, LLC 190,524 1,560 12,113% 2020-03-31
MACKAY SHIELDS LLC 177,786 189,000 6% 2020-03-31
Richard C. Young & CO., LTD. 176,575 179,509 2% 2020-03-31
NOMURA ASSET MANAGEMENT CO LTD 174,200 90,700 92% 2020-03-31
MD Financial Management Inc. 170,570 61,140 179% 2020-03-31
Rathbone Brothers plc 166,004 156,684 6% 2020-03-31
New England Investment & Retirement Group, Inc. 163,314 185,810 12% 2020-03-31
CAPTRUST FINANCIAL ADVISORS 162,296 0 New Buy 2020-03-31
QUATTRO FINANCIAL ADVISORS LLC 161,826 80,193 102% 2020-03-31
LAZARD ASSET MANAGEMENT LLC 158,850 205,063 23% 2020-03-31
Brookstone Capital Management 158,557 152,336 4% 2020-03-31
Private Advisor Group, LLC 158,315 179,506 12% 2020-03-31
TOWNSQUARE CAPITAL LLC 2,911 0 New Buy 2020-03-31
Janney Capital Management LLC 152,251 0 New Buy 2020-03-31
Newfoundland Capital Management 150,000 0 New Buy 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 149,239 109,212 37% 2020-03-31
TOTAL INVESTMENT MANAGEMENT INC 139,389 170,963 18% 2020-03-31
HARVARD MANAGEMENT CO INC 138,947 100,835 38% 2020-03-31
Fullerton Fund Management Co Ltd 136,853 790 17,223% 2020-03-31
DAVENPORT & CO LLC 134,749 25,512 428% 2020-03-31
Financial Network 128,526 136,324 6% 2020-03-31
Mader & Shannon Wealth Management, Inc. 128,362 130,302 1% 2020-03-31
Bedell Investment Counselling 127,738 130,109 2% 2020-03-31
BAINCO INTERNATIONAL INVESTORS 127,306 124,231 2% 2020-03-31
Global Financial Private Capital, LLC 126,790 126,672 0% 2020-03-31
Landsberg, Bennett, & Dubbaneh LLC 126,745 37,399 239% 2020-03-31
Willingdon Wealth Management 125,447 100,851 24% 2020-03-31
K2 PRINCIPAL FUND, L.P. 125,000 214,000 42% 2020-03-31
Evolution Wealth Advisors, LLC 124,978 105,815 18% 2020-03-31
SFMG, LLC 123,364 7,960 1,450% 2020-03-31
Multi-Financial Securities Corp 120,128 114,692 5% 2020-03-31
IBERIABANK CORP 119,148 130,280 9% 2020-03-31
People's United Financial, Inc. 118,037 144,416 18% 2020-03-31
Mirae Asset Global Investments Co., Ltd. 116,677 109,401 7% 2020-03-31
Sigma Planning Corp 116,272 160,960 28% 2020-03-31
GM Advisory Group, Inc. 115,198 123,278 7% 2020-03-31
Janney Montgomery Scott LLC 114,556 171,244 33% 2020-03-31
EDMOND DE ROTHSCHILD HOLDING S.A. 6,800 13,326 49% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 112,808 8,256 1,266% 2020-03-31
Riggs Asset Managment Co. Inc. 108,443 216,689 50% 2020-03-31
RT Capital Management, LLC 107,648 95,888 12% 2020-03-31
OPPENHEIMER & CO INC 107,577 112,716 5% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 106,714 106,532 0% 2020-03-31
DEUTSCHE BANK AG 102,893 90,499 14% 2020-03-31
Hilltop Holdings Inc. 102,378 0 New Buy 2020-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 101,924 110,830 8% 2020-03-31
Belvedere Trading LLC 101,763 55,370 84% 2020-03-31
Financial Advocates Investment Management 101,343 79,142 28% 2020-03-31
BFSG, LLC 100,541 95,698 5% 2020-03-31
BANK OF THE WEST 100,353 86,975 15% 2020-03-31
Telemark Asset Management, LLC 100,000 0 New Buy 2020-03-31
MOON CAPITAL MANAGEMENT, LP 100,000 0 New Buy 2020-03-31
GLENMEDE TRUST CO NA 99,910 99,910 No Change 2020-03-31
JD CAPITAL MANAGEMENT LLC 97,000 0 New Buy 2020-03-31
Evercore Wealth Management, LLC 96,811 89,168 9% 2020-03-31
United Asset Strategies, Inc. 96,494 98,039 2% 2020-03-31
NexWave Capital Partners LLC 96,127 0 New Buy 2020-03-31
HPM Partners LLC 95,951 88,292 9% 2020-03-31
SCOTIA CAPITAL INC. 95,167 89,077 7% 2020-03-31
Blue Creek Investment Partners, LLC 92,945 83,082 12% 2020-03-31
BLAIR WILLIAM & CO/IL 92,716 62,796 48% 2020-03-31
BFAM Partners (Cayman) Ltd 92,600 1,169,200 92% 2020-03-31
WADE G W & INC 92,076 19,151 381% 2020-03-31
360 Financial, Inc. 91,225 87,121 5% 2020-03-31
H D Vest Advisory Services 90,832 88,178 3% 2020-03-31
BRAVE ASSET MANAGEMENT INC 90,480 77,681 16% 2020-03-31
Sowell Financial Services LLC 87,733 110,434 21% 2020-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 87,429 83,526 5% 2020-03-31
Heartwood Wealth Advisors LLC 87,063 56,131 55% 2020-03-31
Key Square Capital Management LLC 86,200 0 New Buy 2020-03-31
Financial Advantage, Inc. 85,050 86,927 2% 2020-03-31
Cornerstone Wealth Group, LLC 84,537 23,270 263% 2020-03-31
Requisite Capital Management, LLC 83,943 102,194 18% 2020-03-31
American Asset Management Inc. 83,392 204,843 59% 2020-03-31
DCF Advisers, LLC 0 65,000 Sold Out 2020-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 81,843 41,563 97% 2020-03-31
Veracity Capital LLC 80,874 0 New Buy 2020-03-31
GenWealth Group, Inc. 80,597 0 New Buy 2020-03-31
Integrated Wealth Concepts LLC 79,874 9,160 772% 2020-03-31
National Asset Management, Inc. 79,507 19,742 303% 2020-03-31
Marathon Trading Investment Management LLC 78,146 1,801 4,239% 2020-03-31
AVALON ADVISORS L P 77,665 77,118 1% 2020-03-31
NEUMEIER POMA INVESTMENT COUNSEL LLC 77,350 47,325 63% 2020-03-31
Strategic Investment Advisors, Inc 76,267 80,657 5% 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 76,024 78,192 3% 2020-03-31
FIFTH THIRD SECURITIES, INC. 75,870 0 New Buy 2020-03-31
Creative Planning 200 100 100% 2020-03-31
BTG Pactual Global Asset Management Ltd 75,450 0 New Buy 2020-03-31
Rice Partnership, LLC 74,520 66,199 13% 2020-03-31
SEI INVESTMENTS CO 73,045 209,283 65% 2020-03-31
ALERUS FINANCIAL NA 72,580 72,520 0% 2020-03-31
Banco Santander, S.A. 71,782 50,617 42% 2020-03-31
SG Americas Securities, LLC 71,644 1,198,450 94% 2020-03-31
Atlantic Trust Group, LLC 71,409 69,870 2% 2020-03-31
Pettinga Financial Advisors, LLC 70,586 63,951 10% 2020-03-31
Bleichroeder LP 70,324 475,000 85% 2020-03-31
FIDUCIARY TRUST CO 70,208 71,137 1% 2020-03-31
MOTCO 69,846 70,481 1% 2020-03-31
AMERICAN CENTURY COMPANIES INC 67,757 0 New Buy 2020-03-31
Stratos Wealth Partners, LTD. 67,695 30,881 119% 2020-03-31
M&T BANK CORP 66,161 64,172 3% 2020-03-31
Goldstein Munger & Associates 65,256 66,349 2% 2020-03-31
Cheyne Capital Management (UK) LLP 65,000 0 New Buy 2020-03-31
Mountain Lake Group 65,000 0 New Buy 2020-03-31
Brio Consultants, LLC 64,800 66,021 2% 2020-03-31
Tuttle Tactical Management LLC 64,435 0 New Buy 2020-03-31
Allianz Asset Management AG 63,960 210,983 70% 2020-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 62,908 54,080 16% 2020-03-31
AUGUSTINE ASSET MANAGEMENT INC 62,728 47,485 32% 2020-03-31
BlueCrest Capital Management Ltd 62,500 0 New Buy 2020-03-31
Wallington Asset Management, LLC 62,204 62,774 1% 2020-03-31
MYDA Advisors LLC 62,000 0 New Buy 2020-03-31
ELEMENT POINTE ADVISORS, LLC 61,731 59,646 3% 2020-03-31
J O Hambro Investment Management Ltd 61,280 0 New Buy 2020-03-31
Kingsview Wealth Management, LLC 0 2,085 Sold Out 2020-03-31
EVOKE WEALTH, LLC 60,254 100,643 40% 2020-03-31
Covington Capital Management 60,203 58,041 4% 2020-03-31
SG3 Management, LLC 60,000 0 New Buy 2020-03-31
Vigilant Capital Management, LLC 59,850 57,490 4% 2020-03-31
Rockefeller Capital Management L.P. 43,019 38,746 11% 2020-03-31
FIERA SCEPTRE INC. 59,136 53,532 10% 2020-03-31
CastleArk Alternatives, LLC 58,810 0 New Buy 2020-03-31
BESSEMER GROUP INC 58,508 24,869 135% 2020-03-31
MENLO ADVISORS LLC 56,771 56,714 0% 2020-03-31
Steward Partners Investment Advisory, LLC 56,494 45,009 26% 2020-03-31
Laurel Wealth Advisors, Inc. 0 52,189 Sold Out 2020-03-31
TSP Capital Management Group, LLC 55,935 55,949 0% 2020-03-31
Stonehearth Capital Management, LLC 55,644 0 New Buy 2020-03-31
OKABENA INVESTMENT SERVICES INC 55,595 50,943 9% 2020-03-31
Your Advocates Ltd., LLP 54,936 0 New Buy 2020-03-31
Archetype Wealth Partners, LLC 54,804 26,477 107% 2020-03-31
Jacobi Capital Management LLC 53,194 54,424 2% 2020-03-31
Strategic Wealth Advisors Group,Inc. 53,060 35,202 51% 2020-03-31
Hamilton Wealth, LLC 52,937 53,372 1% 2020-03-31
ATHENA CAPITAL ADVISORS LLC 52,584 53,818 2% 2020-03-31
GRUSS & CO INC 52,500 52,500 No Change 2020-03-31
Swan Wealth Advisors, Inc. 51,900 52,067 0% 2020-03-31
Aevitas Wealth Management, Inc. 51,309 40,369 27% 2020-03-31
Horseman Capital Management Ltd 51,000 0 New Buy 2020-03-31
Intrinsic Edge Capital Management LLC 50,000 0 New Buy 2020-03-31
Independent Family Office, LLC 49,986 39,558 26% 2020-03-31
Ariose Capital Management Ltd 49,600 0 New Buy 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 49,467 0 New Buy 2020-03-31
KADENSA CAPITAL Ltd 49,088 0 New Buy 2020-03-31
Madison Asset Management, LLC 48,838 87,671 44% 2020-03-31
Arlington Capital Management, Inc. 48,719 56,655 14% 2020-03-31
Private Wealth Advisors, LLC 48,715 0 New Buy 2020-03-31
LEVIN CAPITAL STRATEGIES, L.P. 48,607 46,907 4% 2020-03-31
Union Bankshares Corp 48,400 32,868 47% 2020-03-31
Compass Ion Advisors, LLC 48,213 34,806 39% 2020-03-31
BALDWIN BROTHERS INC/MA 45,528 37,735 21% 2020-03-31
Perigon Wealth Management, LLC 44,996 7,459 503% 2020-03-31
Nadler Financial Group, Inc. 44,944 45,363 1% 2020-03-31
Sterling Investment Management, Inc. 44,671 45,905 3% 2020-03-31
Mitsubishi UFJ Trust & Banking Corp 44,425 296,000 85% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 0 22,025 Sold Out 2020-03-31
LINCOLN NATIONAL CORP 42,995 36,094 19% 2020-03-31
JUMP TRADING, LLC 42,503 513,600 92% 2020-03-31
Harwood Advisory Group, LLC 175 41,936 100% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 42,404 7,574 460% 2020-03-31
Williams Jones Wealth Management, LLC. 42,318 30,873 37% 2020-03-31
CAXTON ASSOCIATES LLC (Bruce Kovner) 42,000 0 New Buy 2020-03-31
Main Management LLC 41,421 92,213 55% 2020-03-31
Parcion Private Wealth LLC 41,383 34,216 21% 2020-03-31
IHT Wealth Management, LLC 41,325 17,784 132% 2020-03-31
MACQUARIE GROUP LTD 40,440 41,994 4% 2020-03-31
Vident Investment Advisory, LLC 40,412 0 New Buy 2020-03-31
STRATEGIC INVESTMENT MANAGEMENT 40,120 48,840 18% 2020-03-31
LAKE STREET FINANCIAL LLC 40,068 22,066 82% 2020-03-31
Granite Point Capital Management, L.P. 40,000 300,000 87% 2020-03-31
IFP Advisors, Inc 39,933 29,490 35% 2020-03-31
IFG Advisory, LLC 39,674 44,143 10% 2020-03-31
BP WEALTH MANAGEMENT, LLC 39,113 39,065 0% 2020-03-31
Sarasin & Partners LLP 38,868 34,191 14% 2020-03-31
David R. Rahn & Associates Inc. 38,581 44,390 13% 2020-03-31
Versant Capital Management, Inc 38,009 41,439 8% 2020-03-31
James Hambro & Partners 37,843 42,634 11% 2020-03-31
FRANKLIN RESOURCES INC 37,665 33,748 12% 2020-03-31
Perella Weinberg Partners Capital Management LP 37,405 0 New Buy 2020-03-31
IPG Investment Advisors LLC 36,914 63,722 42% 2020-03-31
Omnia Family Wealth, LLC 36,753 32,340 14% 2020-03-31
First Allied Advisory Services, Inc. 36,104 49,863 28% 2020-03-31
Toroso Investments, LLC 36,073 28,946 25% 2020-03-31
Westover Capital Advisors, LLC 35,571 35,261 1% 2020-03-31
INGALLS & SNYDER LLC 35,513 28,838 23% 2020-03-31
SCHARF INVESTMENTS, LLC 35,337 26,187 35% 2020-03-31
Oakworth Capital, Inc. 35,305 35,446 0% 2020-03-31
FIRST MANHATTAN CO 35,124 35,052 0% 2020-03-31
CHAI TRUST CO LLC 35,000 35,000 No Change 2020-03-31
NEXT Financial Group, Inc 34,237 25,330 35% 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 33,945 37,556 10% 2020-03-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 33,943 35,296 4% 2020-03-31
S&CO INC 33,890 20,890 62% 2020-03-31
Altavista Wealth Management, Inc. 33,681 0 New Buy 2020-03-31
COHEN & STEERS INC 33,148 0 New Buy 2020-03-31
Biltmore Wealth Management, LLC 33,085 33,085 No Change 2020-03-31
Strategic Wealth Partners, Ltd. 33,085 33,085 No Change 2020-03-31
Abbrea Capital, LLC 32,985 32,660 1% 2020-03-31
Sterling Investment Advisors, Ltd. 32,820 29,360 12% 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 18,206 15,115 20% 2020-03-31
Capital Wealth Planning, LLC 32,577 14,246 129% 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 32,551 34,190 5% 2020-03-31
Choate Investment Advisors 32,228 32,228 No Change 2020-03-31
Gerber Kawasaki Wealth & Investment Management 32,213 0 New Buy 2020-03-31
HawsGoodwin Investment Management LLC 32,033 42,965 25% 2020-03-31
WILSEY ASSET MANAGEMENT INC 31,443 0 New Buy 2020-03-31
Independent Advisor Alliance 0 15,792 Sold Out 2020-03-31
DAVIDSON D A & CO 31,065 23,422 33% 2020-03-31
AGF FUNDS INC 31,000 0 New Buy 2020-03-31
HUNTINGTON NATIONAL BANK 30,791 30,204 2% 2020-03-31
Americana Partners, LLC 30,404 28,907 5% 2020-03-31
Checchi Capital Advisers, LLC 30,369 16,190 88% 2020-03-31
PRESCOTT GROUP CAPITAL MANAGEMENT LLC 30,000 0 New Buy 2020-03-31
Global Endowment Management, LP 30,000 28,000 7% 2020-03-31
Harvest Fund Management Co., Ltd 174 1,498 88% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 29,408 25,826 14% 2020-03-31
SYNOVUS FINANCIAL CORP 29,313 21,895 34% 2020-03-31
LFA - Lugano Financial Advisors SA 29,262 34,293 15% 2020-03-31
Milestone Group, Inc. 29,106 2,497 1,066% 2020-03-31
XML Financial, LLC 28,897 29,207 1% 2020-03-31
Cribstone Capital Management, LLC 28,767 24,236 19% 2020-03-31
Narwhal Capital Management 28,651 27,796 3% 2020-03-31
Avestar Capital, LLC 28,054 16,989 65% 2020-03-31
North Star Investment Management Corp. 28,000 3,802 636% 2020-03-31
Van Leeuwen & Company, LLC 27,956 26,709 5% 2020-03-31
AdvisorNet Financial, Inc 27,843 27,510 1% 2020-03-31
Pictet & Cie (Europe) SA 27,742 26,265 6% 2020-03-31
ASSOCIATED BANC-CORP 27,665 24,118 15% 2020-03-31
DAL Investment CO 27,427 0 New Buy 2020-03-31
WEATHERLY ASSET MANAGEMENT LP /ADV 27,031 5,724 372% 2020-03-31
D.B. Root & Company, LLC 26,619 21,907 22% 2020-03-31
Goss Wealth Management LLC 26,214 16,234 61% 2020-03-31
GAMCO INVESTORS, INC. ET AL 26,145 27,797 6% 2020-03-31
SCHWARTZ INVESTMENT COUNSEL INC 25,720 25,720 No Change 2020-03-31
CABOT MONEY MANAGEMENT INC 25,591 33,885 24% 2020-03-31
NVWM, LLC 25,301 6,710 277% 2020-03-31
Point72 Asset Management, L.P. 25,000 0 New Buy 2020-03-31
Blue Fin Capital, Inc. 24,676 25,207 2% 2020-03-31
Ancora Advisors, LLC 24,588 0 New Buy 2020-03-31
Aspire Private Capital, LLC 24,465 19,890 23% 2020-03-31
STANSBERRY ASSET MANAGEMENT, LLC 24,387 0 New Buy 2020-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 24,321 25,246 4% 2020-03-31
D'Orazio & Associates, Inc. 24,158 31,983 24% 2020-03-31
SUNRISE PARTNERS LLC /CT 23,849 104,158 77% 2020-03-31
Argent Wealth Management LLC 23,842 0 New Buy 2020-03-31
Symphony Financial, Ltd. Co. 23,724 0 New Buy 2020-03-31
Russell Investments Group, Ltd. 23,319 39,190 40% 2020-03-31
HYMAN CHARLES D 23,224 23,319 0% 2020-03-31
Parallel Advisors, LLC 23,217 6,267 270% 2020-03-31
Tatro Capital, LLC 22,992 23,441 2% 2020-03-31
Westside Investment Management, Inc. 22,597 0 New Buy 2020-03-31
Good Life Advisors, LLC 22,536 8,431 167% 2020-03-31
Lee Financial CORP 22,515 2,305 877% 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 22,474 24,009 6% 2020-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 22,444 18,687 20% 2020-03-31
M Holdings Securities, Inc. 22,357 0 New Buy 2020-03-31
Voit & Company, LLC 500 6,500 92% 2020-03-31
OARSMAN CAPITAL, INC. 21,664 5,768 276% 2020-03-31
Beirne Wealth Consulting Services, LLC 21,642 21,428 1% 2020-03-31
Wealthcare Advisory Partners LLC 21,605 8,667 149% 2020-03-31
Patton Fund Management, Inc. 21,413 28,082 24% 2020-03-31
BRYN MAWR TRUST CO/PA 21,165 19,934 6% 2020-03-31
BLUE SQUARE ASSET MANAGEMENT, LLC 21,065 0 New Buy 2020-03-31
Global Retirement Partners, LLC 20,969 11,554 81% 2020-03-31
Game Creek Capital, LP 20,875 21,250 2% 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 20,810 21,136 2% 2020-03-31
Intellectus Partners, LLC 20,699 15,121 37% 2020-03-31
swisspartners Advisors Ltd 20,660 20,660 No Change 2020-03-31
Integrated Advisors Network LLC 20,332 15,531 31% 2020-03-31
UNIONBANCAL CORP 20,303 17,815 14% 2020-03-31
FIRST MIDWEST BANK TRUST DIVISION 20,255 18,914 7% 2020-03-31
Csenge Advisory Group 20,193 20,117 0% 2020-03-31
PICTON MAHONEY ASSET MANAGEMENT 20,040 11,080 81% 2020-03-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 19,780 19,510 1% 2020-03-31
Yale Capital CORP 19,610 19,610 No Change 2020-03-31
Streettalk Advisors, LLC 19,251 18,543 4% 2020-03-31
AlphaCore Capital LLC 19,155 21,224 10% 2020-03-31
Strategic Wealth Designers 18,785 16,989 11% 2020-03-31
Hollow Brook Associates LLC 18,784 19,703 5% 2020-03-31
Sepio Capital, LLC 18,702 8,563 118% 2020-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 18,644 16,617 12% 2020-03-31
Sontag Advisory, LLC 18,622 2,162 761% 2020-03-31
Cetera Investment Advisers 18,600 20,948 11% 2020-03-31
Conservest Capital Advisors, Inc. 18,526 18,526 No Change 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 18,489 37,811 51% 2020-03-31
Capital Analysts, Inc. 18,484 18,301 1% 2020-03-31
Northside Capital Management, LLC 18,194 18,139 0% 2020-03-31
Segment Wealth Management, LLC 18,159 17,424 4% 2020-03-31
NORTH STAR ASSET MANAGEMENT INC 18,038 17,362 4% 2020-03-31
SABBY MANAGEMENT, LLC 17,934 37,550 52% 2020-03-31
Farmers & Merchants Trust Co of Chambersburg PA 17,842 25,037 29% 2020-03-31
Bellecapital International Ltd. 17,821 31,743 44% 2020-03-31
Western Wealth Management, LLC 17,811 14,038 27% 2020-03-31
Glovista Investments LLC 17,575 0 New Buy 2020-03-31
Ausdal Financial Partners, Inc. 17,414 18,586 6% 2020-03-31
STRATEGIC CAPITAL ADVISERS, INC. 17,403 17,168 1% 2020-03-31
Centiva Capital, LP 17,290 0 New Buy 2020-03-31
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 17,283 2,444 607% 2020-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 17,247 18,907 9% 2020-03-31
Arete Wealth Advisors, LLC 17,242 6,006 187% 2020-03-31
PIER 88 INVESTMENT PARTNERS LLC 17,200 0 New Buy 2020-03-31
Private Wealth Strategies, L.L.C. 17,125 14,517 18% 2020-03-31
Harborview Advisors, LLC 17,017 0 New Buy 2020-03-31
Gainplan LLC 17,000 0 New Buy 2020-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 16,867 67,826 75% 2020-03-31
HORIZON ASSET MANAGEMENT INC/NY 16,757 3,642 360% 2020-03-31
STEPHENS INC /AR/ 16,688 15,744 6% 2020-03-31
Aprio Wealth Management, LLC 16,358 0 New Buy 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 16,260 16,025 1% 2020-03-31
DRIEHAUS CAPITAL MANAGEMENT LLC 16,200 0 New Buy 2020-03-31
GOULD ASSET MANAGEMENT LLC /CA/ 16,081 16,061 0% 2020-03-31
CENTAURUS FINANCIAL, INC. 15,925 3,536 350% 2020-03-31
SeaCrest Wealth Management, LLC 15,751 13,808 14% 2020-03-31
SIGNATUREFD, LLC 15,699 12,189 29% 2020-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 15,518 18,400 16% 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,447 15,723 2% 2020-03-31
Veritable, L.P. 15,348 13,537 13% 2020-03-31
Moors & Cabot, Inc. 15,226 16,330 7% 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 15,144 10,444 45% 2020-03-31
HUSSMAN ECONOMETRICS ADVISORS, INC. 15,000 5,000 200% 2020-03-31
Kamunting Street Capital Management, L.P. 15,000 0 New Buy 2020-03-31
Consolidated Investment Group LLC 15,000 15,000 No Change 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 14,858 14,437 3% 2020-03-31
MONTAG A & ASSOCIATES INC 14,781 14,801 0% 2020-03-31
WHITE PINE CAPITAL LLC 14,722 14,622 1% 2020-03-31
Elevated Capital Advisors, LLC 14,538 7,508 94% 2020-03-31
Matrix Trust Co 14,389 46,951 69% 2020-03-31
SHIKIAR ASSET MANAGEMENT INC 14,300 6,750 112% 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 14,201 12,158 17% 2020-03-31
TORON CAPITAL MARKETS INC. 14,000 28,000 50% 2020-03-31
EFG Asset Management (Americas) Corp. 13,891 6,947 100% 2020-03-31
Weaver Consulting Group 13,889 14,019 1% 2020-03-31
CWM, LLC 13,842 14,003 1% 2020-03-31
Donald L. Hagan, LLC 13,829 14,299 3% 2020-03-31
MinichMacGregor Wealth Management, LLC 13,829 0 New Buy 2020-03-31
Princeton Global Asset Management LLC 13,790 11,489 20% 2020-03-31
PERSONAL CFO SOLUTIONS, LLC 13,775 0 New Buy 2020-03-31
CULLEN FROST BANKERS INC 1,617 2,037 21% 2020-03-31
Hudson Capital Management LLC 13,370 33,262 60% 2020-03-31
MorganRosel Wealth Management, LLC 13,127 13,668 4% 2020-03-31
XR Securities LLC 0 19,981 Sold Out 2020-03-31
WESBANCO BANK INC 13,037 6,715 94% 2020-03-31
Newport Wealth Strategies, Inc. 12,934 3,034 326% 2020-03-31
KILEY JUERGENS WEALTH MANAGEMENT, LLC 12,877 12,127 6% 2020-03-31
BBVA USA BANCSHARES INC 12,732 31,303 59% 2020-03-31
Aveo Capital Partners, LLC 0 12,085 Sold Out 2020-03-31
Alpha Cubed Investments, LLC 12,677 9,187 38% 2020-03-31
Modus Advisors, LLC 12,624 12,762 1% 2020-03-31
Newman Dignan & Sheerar, Inc. 12,604 10,728 17% 2020-03-31
Jordan Park Group LLC 12,575 13,293 5% 2020-03-31
AMERITAS INVESTMENT CORP 12,549 4,590 173% 2020-03-31
LUCAS CAPITAL MANAGEMENT 12,490 12,637 1% 2020-03-31
Empirical Finance, LLC 12,435 12,374 0% 2020-03-31
TCTC Holdings, LLC 12,375 12,375 No Change 2020-03-31
HCR Wealth Advisors 12,345 12,320 0% 2020-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 12,310 12,310 No Change 2020-03-31
WHITTIER TRUST CO 12,272 11,720 5% 2020-03-31
Financial Architects, Inc 12,264 26,334 53% 2020-03-31
Minot Wealth Management LLC 12,245 8,966 37% 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 7,530 Sold Out 2020-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 12,160 12,160 No Change 2020-03-31
Psagot Investment House Ltd. 12,012 0 New Buy 2020-03-31
WESCAP Management Group, Inc. 12,010 11,292 6% 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 11,966 11,976 0% 2020-03-31
Buckingham Asset Management, LLC 11,938 8,891 34% 2020-03-31
PFG Advisors 11,729 8,632 36% 2020-03-31
CHARTER RESEARCH & INVESTMENT GROUP, INC. 11,719 11,779 1% 2020-03-31
Allen Investment Management LLC 11,631 11,631 No Change 2020-03-31
SlateStone Wealth, LLC 11,599 11,444 1% 2020-03-31
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 11,552 11,452 1% 2020-03-31
SCHMEIDLER A R & CO INC 11,520 11,520 No Change 2020-03-31
IEQ CAPITAL, LLC 11,486 10,038 14% 2020-03-31
Nokomis Capital, L.L.C. 11,448 11,448 No Change 2020-03-31
Quantitative Advantage LLC 11,235 10,895 3% 2020-03-31
Carnegie Capital Asset Management, LLC 11,174 10,678 5% 2020-03-31
EPG Wealth Management LLC 100 13,769 99% 2020-03-31
Inlet Private Wealth, LLC 11,158 10,658 5% 2020-03-31
Dynamic Advisors Solutions LLC 11,087 59,453 81% 2020-03-31
Jupiter Wealth Management LLC 11,000 11,000 No Change 2020-03-31
McCutchen Group LLC 10,958 10,948 0% 2020-03-31
Hoover Financial Advisors, Inc. 10,948 11,333 3% 2020-03-31
INVESTMENT HOUSE LLC 10,861 21,000 48% 2020-03-31
STOCK YARDS BANK & TRUST CO 10,794 10,341 4% 2020-03-31
HANCOCK HOLDING CO 10,766 11,729 8% 2020-03-31
SPROTT INC. 10,747 1,400 668% 2020-03-31
Capital Investment Advisors, LLC 10,575 11,410 7% 2020-03-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 10,420 8,408 24% 2020-03-31
AUA CAPITAL MANAGEMENT, LLC 10,410 10,410 No Change 2020-03-31
Strategic Investment Advisors / MI 10,385 9,694 7% 2020-03-31
FIRST MERCANTILE TRUST CO 10,329 0 New Buy 2020-03-31
Baker Ellis Asset Management LLC 10,327 10,727 4% 2020-03-31
HAVERFORD TRUST CO 10,300 10,000 3% 2020-03-31
REGIONS FINANCIAL CORP 10,299 8,424 22% 2020-03-31
Miracle Mile Advisors, LLC 10,270 8,434 22% 2020-03-31
Hartland & Co., LLC 10,226 6,692 53% 2020-03-31
Mechanics Bank Trust Department 10,200 10,200 No Change 2020-03-31
Camden Capital, LLC 10,156 9,149 11% 2020-03-31
PagnatoKarp Partners LLC 10,080 0 New Buy 2020-03-31
Oxbow Advisors, LLC 10,053 10,053 No Change 2020-03-31
WESPAC Advisors, LLC 9,951 9,922 0% 2020-03-31
Circle Wealth Management, LLC 9,935 0 New Buy 2020-03-31
Private Harbour Investment Management & Counsel, LLC 9,899 10,214 3% 2020-03-31
Coconut Grove Bank 9,882 9,672 2% 2020-03-31
CAPITAL ONE FINANCIAL CORP 9,844 0 New Buy 2020-03-31
GenTrust, LLC 9,809 8,639 14% 2020-03-31
RAYMOND JAMES TRUST CO 9,784 7,673 28% 2020-03-31
Hudock Moyer Wealth Resources, LLC 9,660 6,408 51% 2020-03-31
Blue Sky Asset Management, LLC 9,655 0 New Buy 2020-03-31
Israel Discount Bank of New York 9,572 12,074 21% 2020-03-31
COMMERCE BANK N A/MO 9,555 8,683 10% 2020-03-31
Northeast Financial Consultants Inc 9,548 8,748 9% 2020-03-31
MURPHY CAPITAL MANAGEMENT INC 9,520 10,455 9% 2020-03-31
QP WEALTH MANAGEMENT, LLC 9,409 9,309 1% 2020-03-31
Jaffetilchin Investment Partners, LLC 9,399 13,320 29% 2020-03-31
FCG ADVISORS, LLC 9,286 9,241 0% 2020-03-31
HBK Sorce Advisory LLC 9,280 8,892 4% 2020-03-31
HoyleCohen, LLC 9,201 7,851 17% 2020-03-31
EATON VANCE MANAGEMENT 9,115 8,864 3% 2020-03-31
AlphaStar Capital Management, LLC 9,102 0 New Buy 2020-03-31
WINMILL & CO. INC 9,100 9,100 No Change 2020-03-31
Koshinski Asset Management, Inc. 9,088 9,308 2% 2020-03-31
Skylands Capital, LLC 9,050 1,650 448% 2020-03-31
Community Bank, N.A. 9,042 9,042 No Change 2020-03-31
LLBH Private Wealth Management, LLC 8,986 8,986 No Change 2020-03-31
Clear Creek Financial Management, LLC 8,946 3,487 157% 2020-03-31
Vivaldi Capital Management, LLC 8,917 5,984 49% 2020-03-31
Outlook Wealth Advisors, LLC 8,901 8,990 1% 2020-03-31
WealthBridge Capital Management, LLC 8,804 4,746 86% 2020-03-31
PARK AVENUE SECURITIES LLC 8,796 6,708 31% 2020-03-31
RETIREMENT INCOME SOLUTIONS, INC 8,783 8,171 7% 2020-03-31
Lakeview Capital Partners, LLC 8,758 24,084 64% 2020-03-31
LAKE STREET ADVISORS GROUP, LLC 8,743 2,743 219% 2020-03-31
Beacon Pointe Advisors, LLC 8,740 6,606 32% 2020-03-31
Meridian Wealth Management, LLC 8,611 8,746 2% 2020-03-31
Lincoln Capital LLC 8,595 4,410 95% 2020-03-31
FineMark National Bank & Trust 8,545 8,456 1% 2020-03-31
PINNACLE ASSOCIATES LTD 8,504 8,226 3% 2020-03-31
Canton Hathaway, LLC 8,500 10,591 20% 2020-03-31
NKCFO LLC 8,475 9,865 14% 2020-03-31
Independence Bank of Kentucky 8,410 2,850 195% 2020-03-31
Ariel Capital Advisors, LLC 8,400 8,400 No Change 2020-03-31
CPCM, LLC 8,396 8,396 No Change 2020-03-31
THOMPSON SIEGEL & WALMSLEY LLC 8,395 8,495 1% 2020-03-31
TCF National Bank 8,388 8,033 4% 2020-03-31
MONECO Advisors, LLC 8,341 3,958 111% 2020-03-31
We Are One Seven, LLC 8,296 8,557 3% 2020-03-31
A. D. Beadell Investment Counsel, Inc. 8,285 8,285 No Change 2020-03-31
Covenant Multifamily Offices, LLC 8,253 10,270 20% 2020-03-31
Stratos Wealth Advisors, LLC 8,228 2,107 291% 2020-03-31
Joel Isaacson & Co., LLC 8,216 6,718 22% 2020-03-31
Laurel Wealth Advisors LLC 8,102 8,106 0% 2020-03-31
E&G Advisors, LP 0 9,510 Sold Out 2020-03-31
BAROMETER CAPITAL MANAGEMENT INC. 8,000 0 New Buy 2020-03-31
Homrich & Berg 7,981 6,301 27% 2020-03-31
WETHERBY ASSET MANAGEMENT INC 7,961 6,444 24% 2020-03-31
Nicholas Hoffman & Company, LLC. 7,957 7,175 11% 2020-03-31
Colonial Asset Management, Inc. 7,908 8,320 5% 2020-03-31
Montecito Bank & Trust 7,891 7,691 3% 2020-03-31
Palisades Hudson Asset Management, L.P. 7,885 9,388 16% 2020-03-31
BECK MACK & OLIVER LLC 7,834 7,834 No Change 2020-03-31
Integrated Investment Consultants, LLC 7,780 6,435 21% 2020-03-31
INVERNESS COUNSEL INC /NY/ 7,745 7,630 2% 2020-03-31
Summit X, LLC 7,737 1,892 309% 2020-03-31
Firestone Capital Management 7,688 5,200 48% 2020-03-31
DFPG INVESTMENTS, INC. 7,661 6,107 25% 2020-03-31
OPTIMUM INVESTMENT ADVISORS 7,489 6,999 7% 2020-03-31
NWAM LLC 7,456 6,486 15% 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 7,360 7,600 3% 2020-03-31
Columbus Macro, LLC 7,335 7,546 3% 2020-03-31
Winslow, Evans & Crocker, Inc. 7,150 7,776 8% 2020-03-31
BigSur Wealth Management LLC 7,115 7,115 No Change 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 7,107 7,491 5% 2020-03-31
OLD NATIONAL BANCORP /IN/ 7,061 5,745 23% 2020-03-31
Meridian Wealth Advisors, LLC 7,054 2,732 158% 2020-03-31
Marketfield Asset Management LLC 7,032 12,575 44% 2020-03-31
PRW Wealth Management LLC 7,000 6,000 17% 2020-03-31
Change Path, LLC 164 167 2% 2020-03-31
Coastal Investment Advisors, Inc. 6,968 6,754 3% 2020-03-31
Pacitti Group Inc. 6,945 7,441 7% 2020-03-31
Summit Trail Advisors, LLC 6,932 1,847 275% 2020-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,822 0 New Buy 2020-03-31
Bay Harbor Wealth Management, LLC 6,785 6,346 7% 2020-03-31
Oakmont Partners LLC 6,716 9,246 27% 2020-03-31
PALLADIUM PARTNERS LLC 6,643 5,593 19% 2020-03-31
Daiwa Securities Group Inc. 6,600 8,100 19% 2020-03-31
Clear Harbor Asset Management, LLC 6,571 6,271 5% 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 6,527 6,620 1% 2020-03-31
FormulaFolio Investments, LLC 6,477 6,892 6% 2020-03-31
GABLES CAPITAL MANAGEMENT INC. 6,470 6,470 No Change 2020-03-31
Frontier Wealth Management LLC 6,453 3,709 74% 2020-03-31
MEYER HANDELMAN CO 6,400 5,200 23% 2020-03-31
Advisors Preferred, LLC 6,378 6,076 5% 2020-03-31
Comprehensive Portfolio Management, LLC 6,266 6,494 4% 2020-03-31
TrinityPoint Wealth, LLC 6,253 6,276 0% 2020-03-31
Capital Investment Advisory Services, LLC 6,220 5,100 22% 2020-03-31
Wall Street Access Asset Management, LLC 6,194 6,511 5% 2020-03-31
Arkadios Wealth Advisors 6,190 0 New Buy 2020-03-31
Financial Services Advisory Inc 6,189 0 New Buy 2020-03-31
F&V Capital Management, LLC 6,150 4,360 41% 2020-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,147 0 New Buy 2020-03-31
Indiana Trust & Investment Management CO 6,118 6,118 No Change 2020-03-31
HUNTINGTON ASSET ADVISORS, INC. 6,100 0 New Buy 2020-03-31
COMMERZBANK AKTIENGESELLSCHAFT /FI 6,096 13,216 54% 2020-03-31
V Wealth Management,LLC 6,068 6,348 4% 2020-03-31
CARRET ASSET MANAGEMENT 6,067 6,067 No Change 2020-03-31
M. Kraus & Co 6,029 6,029 No Change 2020-03-31
Argent Trust Co 6,028 3,437 75% 2020-03-31
PROEQUITIES, INC. 5,985 5,892 2% 2020-03-31
Lehman & Derafelo Financial Resources LLC 5,940 5,425 9% 2020-03-31
Nelson Roberts Investment Advisors, LLC 5,900 5,900 No Change 2020-03-31
Castle Rock Wealth Management, LLC 5,860 6,655 12% 2020-03-31
Hanson McClain, Inc. 5,845 4,718 24% 2020-03-31
vontobel swiss wealth advisors AG 5,819 5,225 11% 2020-03-31
SENTINEL PENSION ADVISORS INC 5,807 2,367 145% 2020-03-31
Welch Group, LLC 5,775 5,526 5% 2020-03-31
White Lighthouse Investment Management Inc. 5,743 5,743 No Change 2020-03-31
Grandfield & Dodd, LLC 5,727 5,727 No Change 2020-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 5,706 5,706 No Change 2020-03-31
Modera Wealth Management, LLC 5,685 6,506 13% 2020-03-31
Johanson Financial Advisors, Inc. 5,685 733,792 99% 2020-03-31
GOFEN & GLOSSBERG LLC /IL/ 5,682 5,282 8% 2020-03-31
Capital Bank & Trust Co 5,680 6,430 12% 2020-03-31
Carroll Financial Associates, Inc. 5,584 6,378 12% 2020-03-31
Delta Investment Management, LLC 5,582 5,104 9% 2020-03-31
Gryphon Financial Partners LLC 5,559 0 New Buy 2020-03-31
Winch Advisory Services, LLC 5,540 5,475 1% 2020-03-31
New England Private Wealth Advisors LLC 5,522 5,211 6% 2020-03-31
Pegasus Asset Management, Inc. 5,506 5,502 0% 2020-03-31
Svenska Handelsbanken AB (publ) 5,500 5,500 No Change 2020-03-31
CALTON & ASSOCIATES, INC. 5,489 5,178 6% 2020-03-31
Arcus Capital Partners, LLC 5,476 5,451 0% 2020-03-31
Strategic Blueprint, LLC 5,466 0 New Buy 2020-03-31
LYELL WEALTH MANAGEMENT, LP 5,370 5,370 No Change 2020-03-31
Houlihan Financial Resource Group, Ltd. 5,370 5,335 1% 2020-03-31
Valeo Financial Advisors, LLC 5,337 5,793 8% 2020-03-31
WASHINGTON TRUST CO 5,325 0 New Buy 2020-03-31
Smart Money Group LLC 5,307 0 New Buy 2020-03-31
Addison Capital Co 5,304 5,314 0% 2020-03-31
Squar Milner Financial Services LLC 5,300 5,303 0% 2020-03-31
Stearns Financial Services Group 5,257 3,334 58% 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,230 3,877 35% 2020-03-31
EP Wealth Advisors, Inc. 5,218 5,046 3% 2020-03-31
PATTEN & PATTEN INC/TN 5,211 2,796 86% 2020-03-31
PDS Planning, Inc 5,175 5,051 2% 2020-03-31
Capital Asset Advisory Services LLC 5,148 52 9,800% 2020-03-31
LGL PARTNERS, LLC 5,124 4,784 7% 2020-03-31
Financial Advisory Service, Inc. 5,114 5,353 4% 2020-03-31
Sitrin Capital Management LLC 5,050 12,470 60% 2020-03-31
All Terrain Financial Advisors, LLC 5,047 4,513 12% 2020-03-31
KCM INVESTMENT ADVISORS LLC 5,037 5,568 10% 2020-03-31
Patten Group, Inc. 4,995 4,509 11% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 4,971 0 New Buy 2020-03-31
Vigilare Wealth Management 4,955 2,735 81% 2020-03-31
GRIMES & COMPANY, INC. 4,950 5,563 11% 2020-03-31
California Capital Advisors, Inc. 4,891 3,938 24% 2020-03-31
First Financial Bank, N.A. - Trust Division 4,888 3,018 62% 2020-03-31
HAMEL ASSOCIATES, INC. 4,850 2,300 111% 2020-03-31
Valmark Advisers, Inc. 4,777 4,832 1% 2020-03-31
Cambridge Advisors Inc. 4,772 4,759 0% 2020-03-31
American Institute for Advanced Investment Management, LLP 4,753 4,738 0% 2020-03-31
Garde Capital, Inc. 4,713 4,713 No Change 2020-03-31
Relyea Zuckerberg Hanson LLC 4,707 4,822 2% 2020-03-31
CORSAIR CAPITAL MANAGEMENT LLC 4,704 4,805 2% 2020-03-31
ACCOUNT MANAGEMENT LLC 4,690 4,690 No Change 2020-03-31
Wolff Financial Management LLC 4,655 2,467 89% 2020-03-31
Country Club Trust Company, n.a. 4,618 4,663 1% 2020-03-31
S.A. Mason LLC 4,579 4,329 6% 2020-03-31
PFG Financial Advisors 4,565 4,604 1% 2020-03-31
Titus Wealth Management 4,564 4,639 2% 2020-03-31
American Investment Services, Inc. 4,539 5,507 18% 2020-03-31
Wealthstar Advisors, LLC 4,522 4,582 1% 2020-03-31
Telemetry Investments, L.L.C. 4,500 4,500 No Change 2020-03-31
J.W. COLE ADVISORS, INC. 4,497 22,063 80% 2020-03-31
ACCESS FINANCIAL SERVICES, INC. 4,475 4,475 No Change 2020-03-31
Essex Financial Services, Inc. 4,440 2,280 95% 2020-03-31
Edge Wealth Management LLC 4,413 3,264 35% 2020-03-31
Ruffer LLP 4,390 3,382 30% 2020-03-31
FIRST TRUST ADVISORS LP 4,376 5,022 13% 2020-03-31
Aurora Private Wealth, Inc. 4,350 0 New Buy 2020-03-31
Adviser Investments LLC 4,335 4,455 3% 2020-03-31
Certified Advisory Corp 4,319 3,863 12% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 4,283 3,980 8% 2020-03-31
ROTHSCHILD INVESTMENT CORP /IL 4,265 5,130 17% 2020-03-31
Legacy Advisors, LLC 4,250 4,250 No Change 2020-03-31
DeDora Capital, Inc. 4,250 3,952 8% 2020-03-31
Executive Wealth Management, LLC 4,241 4,088 4% 2020-03-31
Schneider Downs Wealth Management Advisors, LP 4,229 4,194 1% 2020-03-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,228 4,344 3% 2020-03-31
Personal Capital Advisors Corp 4,228 3,082 37% 2020-03-31
BSW Wealth Partners 4,227 4,523 7% 2020-03-31
BRIGHTON JONES LLC 4,226 2,584 64% 2020-03-31
Fortis Advisors, LLC 4,226 1,001 322% 2020-03-31
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 4,205 4,505 7% 2020-03-31
Archer Investment Corp 2,192 3,584 39% 2020-03-31
Kistler-Tiffany Companies, LLC 4,153 4,153 No Change 2020-03-31
CAMBRIDGE TRUST CO 4,135 3,165 31% 2020-03-31
Pinnacle Wealth Planning Services, Inc. 4,114 4,504 9% 2020-03-31
JUNCTURE WEALTH STRATEGIES, LLC 4,111 58,493 93% 2020-03-31
Bridgeworth, LLC 4,059 4,049 0% 2020-03-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 4,057 4,734 14% 2020-03-31
BOENNING & SCATTERGOOD, INC. 4,025 4,185 4% 2020-03-31
IRIDIAN ASSET MANAGEMENT LLC/CT 4,022 0 New Buy 2020-03-31
Soltis Investment Advisors LLC 3,986 4,391 9% 2020-03-31
Benin Management CORP 3,945 3,395 16% 2020-03-31
APPLETON PARTNERS INC/MA 3,928 4,000 2% 2020-03-31
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,925 3,925 No Change 2020-03-31
BOURGEON CAPITAL MANAGEMENT LLC 3,924 5,624 30% 2020-03-31
Busey Trust CO 0 3,712 Sold Out 2020-03-31
BANK OF STOCKTON 3,911 3,185 23% 2020-03-31
Parsec Financial Management, Inc. 3,901 0 New Buy 2020-03-31
SAGE RHINO CAPITAL LLC 3,900 3,900 No Change 2020-03-31
Almanack Investment Partners, LLC. 3,879 3,359 15% 2020-03-31
ARLINGTON PARTNERS LLC 3,874 4,000 3% 2020-03-31
Banque Cantonale Vaudoise 3,858 871 343% 2020-03-31
Hodges Capital Management Inc. 3,850 3,465 11% 2020-03-31
Harvest Investment Services, LLC 3,842 0 New Buy 2020-03-31
K.J. Harrison & Partners Inc 3,840 7,950 52% 2020-03-31
BBR PARTNERS, LLC 3,835 3,335 15% 2020-03-31
PAPP L ROY & ASSOCIATES 3,830 3,795 1% 2020-03-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 3,830 3,315 16% 2020-03-31
MARINO, STRAM & ASSOCIATES LLC 3,828 3,828 No Change 2020-03-31
Orgel Wealth Management, LLC 3,824 3,824 No Change 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 3,784 0 New Buy 2020-03-31
SPINNAKER TRUST 3,775 3,775 No Change 2020-03-31
Calamos Wealth Management LLC 3,770 3,770 No Change 2020-03-31
NOTTINGHAM ADVISORS, INC. 3,759 4,589 18% 2020-03-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 3,755 3,755 No Change 2020-03-31
CUTLER INVESTMENT COUNSEL LLC 3,714 3,690 1% 2020-03-31
Partnervest Advisory Services LLC 320 0 New Buy 2020-03-31
Brown Advisory Securities, LLC 3,695 3,551 4% 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 1,945 Sold Out 2020-03-31
Linscomb & Williams, Inc. 3,665 2,705 35% 2020-03-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 3,645 3,645 No Change 2020-03-31
Gradient Capital Advisors, LLC 3,635 4,225 14% 2020-03-31
CAMDEN NATIONAL BANK 3,595 3,470 4% 2020-03-31
Kingfisher Capital LLC 3,589 3,780 5% 2020-03-31
DOLIVER CAPITAL ADVISORS, INC. 3,563 2,168 64% 2020-03-31
Brightworth 3,563 3,563 No Change 2020-03-31
Barrett Asset Management, LLC 3,560 3,030 17% 2020-03-31
Moloney Securities Asset Management, LLC 3,532 2,563 38% 2020-03-31
Fortis Capital Management LLC 3,524 0 New Buy 2020-03-31
Cornerstone Advisory, LLP 3,500 3,500 No Change 2020-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 3,475 3,475 No Change 2020-03-31
Spears Abacus Advisors LLC 3,474 6,300 45% 2020-03-31
Cardan Capital Partners, LLC 3,455 0 New Buy 2020-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3,437 0 New Buy 2020-03-31
KEATING INVESTMENT COUNSELORS INC 3,425 3,425 No Change 2020-03-31
Summit Financial Wealth Advisors, LLC 3,399 4,559 25% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 3,398 0 New Buy 2020-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,377 3,482 3% 2020-03-31
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 3,354 2,057 63% 2020-03-31
M&R CAPITAL MANAGEMENT INC 3,350 3,075 9% 2020-03-31
LS Investment Advisors, LLC 3,325 3,325 No Change 2020-03-31
Copperwynd Financial, LLC 3,315 3,485 5% 2020-03-31
WEALTHSOURCE PARTNERS, LLC 3,282 15,026 78% 2020-03-31
TRUST CO OF VERMONT 3,222 3,207 0% 2020-03-31
SOROS CAPITAL MANAGEMENT LLC 3,215 250,000 99% 2020-03-31
KANAWHA CAPITAL MANAGEMENT LLC 3,213 3,485 8% 2020-03-31
Clarkston Capital Partners LLC 3,212 3,000 7% 2020-03-31
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,211 3,111 3% 2020-03-31
Quadrant Private Wealth Management, LLC 3,197 3,127 2% 2020-03-31
NewDay Solutions, LLC 3,195 21,495 85% 2020-03-31
SkyOak Wealt, LLC 3,164 0 New Buy 2020-03-31
FIRST AMERICAN TRUST CO 3,163 2,885 10% 2020-03-31
Paradigm Financial Advisors, LLC 3,146 3,396 7% 2020-03-31
Legacy Private Trust Co. 3,135 3,090 1% 2020-03-31
Exeter Financial, LLC 3,120 3,120 No Change 2020-03-31
Budros, Ruhlin & Roe, Inc. 3,112 2,797 11% 2020-03-31
Jackson Hole Capital Partners, LLC 3,104 3,104 No Change 2020-03-31
Wellington Shields Capital Management, LLC 3,100 3,100 No Change 2020-03-31
Manchester Capital Management LLC 3,094 3,094 No Change 2020-03-31
Danda Trouve Investment Management, Inc. 3,088 3,159 2% 2020-03-31
Pennsylvania Trust Co 3,050 2,950 3% 2020-03-31
Greenline Partners, LLC 3,050 3,050 No Change 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 3,049 2,969 3% 2020-03-31
JMG Financial Group, Ltd. 3,045 0 New Buy 2020-03-31
Marks Group Wealth Management, Inc 3,044 3,084 1% 2020-03-31
Actinver Wealth Management, Inc. 3,042 3,042 No Change 2020-03-31
Emerald Investment Partners, LLC 3,039 3,589 15% 2020-03-31
Hillcrest Wealth Advisors - NY, LLC 3,038 2,800 9% 2020-03-31
WMS Partners, LLC 3,022 3,407 11% 2020-03-31
Pensionmark Financial Group, LLC 3,006 2,997 0% 2020-03-31
Verdence Capital Advisors LLC 0 2,360 Sold Out 2020-03-31
Timber Creek Capital Management LLC 3,000 3,000 No Change 2020-03-31
MAVEN SECURITIES Ltd 3,000 0 New Buy 2020-03-31
Pratt Collard Advisory Partners LLC 2,995 3,110 4% 2020-03-31
Krasney Financial LLC 2,976 0 New Buy 2020-03-31
Empirical Financial Services, LLC 2,975 0 New Buy 2020-03-31
RFG Advisory Group, LLC 2,961 2,612 13% 2020-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,959 3,434 14% 2020-03-31
KLINGENSTEIN FIELDS & CO LLC 400 0 New Buy 2020-03-31
Tarbox Group, Inc. 2,941 3,593 18% 2020-03-31
Rinet Co LLC 2,925 2,925 No Change 2020-03-31
BDO Wealth Advisors, LLC 2,918 2,580 13% 2020-03-31
Premier Asset Managment LLC 2,900 2,900 No Change 2020-03-31
Windsor Group LTD 2,879 2,897 1% 2020-03-31
TRUE Private Wealth Advisors 2,866 2,064 39% 2020-03-31
Anfield Capital Management, LLC 2,866 305 840% 2020-03-31
PARK NATIONAL CORP /OH/ 2,859 2,441 17% 2020-03-31
DORCHESTER WEALTH MANAGEMENT Co 2,855 3,255 12% 2020-03-31
Capital Advisors, Ltd. LLC 2,830 2,830 No Change 2020-03-31
Magnus Financial Group LLC 2,819 2,649 6% 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 2,813 1,677 68% 2020-03-31
TERRIL BROTHERS, INC. 2,770 2,770 No Change 2020-03-31
ProVise Management Group, LLC 2,741 1,934 42% 2020-03-31
FRONTIER INVESTMENT MGMT CO 2,721 2,779 2% 2020-03-31
ALPINE WOODS CAPITAL INVESTORS, LLC 2,700 0 New Buy 2020-03-31
GILL CAPITAL PARTNERS, LLC 2,685 2,560 5% 2020-03-31
Butler Wick Trust CO 2,676 3,276 18% 2020-03-31
Atlas Brown,Inc. 2,655 1,755 51% 2020-03-31
Madden Advisory Services, Inc. 2,652 2,625 1% 2020-03-31
FIRST HAWAIIAN BANK 2,648 2,190 21% 2020-03-31
Kovack Advisors, Inc. 2,638 3,737 29% 2020-03-31
ASPIRIANT, LLC 2,629 2,604 1% 2020-03-31
Sound View Wealth Advisors Group, LLC 2,617 2,617 No Change 2020-03-31
Claro Advisors LLC 2,615 2,712 4% 2020-03-31
LCNB CORP 2,562 1,847 39% 2020-03-31
Integrys Wealth Advisors LLC 2,555 2,630 3% 2020-03-31
Hartford Financial Management Inc. 2,550 2,550 No Change 2020-03-31
Chesapeake Wealth Management 2,530 2,530 No Change 2020-03-31
Well Done, LLC 2,520 2,048 23% 2020-03-31
Iron Financial, LLC 2,519 2,916 14% 2020-03-31
THORNBURG INVESTMENT MANAGEMENT INC 2,516 3,519 29% 2020-03-31
BerganKDV Wealth Management, LLC 2,514 2,514 No Change 2020-03-31
Stratford Consulting, LLC 2,511 2,253 11% 2020-03-31
1ST SOURCE BANK 2,504 2,427 3% 2020-03-31
DEARBORN PARTNERS LLC 2,500 2,500 No Change 2020-03-31
FARR MILLER & WASHINGTON LLC/DC 2,497 0 New Buy 2020-03-31
Grandview Asset Management LLC 2,496 4,278 42% 2020-03-31
GRT CAPITAL PARTNERS LLC 2,492 1,877 33% 2020-03-31
Joseph P. Lucia & Associates, LLC 2,487 1,455 71% 2020-03-31
Allen Capital Group, LLC 2,471 2,946 16% 2020-03-31
GYL FINANCIAL SYNERGIES, LLC 2,459 2,554 4% 2020-03-31
United Capital Management of KS, Inc. 2,451 2,563 4% 2020-03-31
ELCO Management Co., LLC 2,450 2,450 No Change 2020-03-31
ARQ WEALTH ADVISORS, LLC 2,444 0 New Buy 2020-03-31
Cedar Brook Financial Partners, LLC 2,430 2,412 1% 2020-03-31
Callahan, Leighton & Co., LLC 2,426 2,381 2% 2020-03-31
Empire Life Investments Inc. 2,381 0 New Buy 2020-03-31
NICOLET ADVISORY SERVICES, LLC 2,367 0 New Buy 2020-03-31
Acorn Wealth Advisors, LLC 2,362 2,265 4% 2020-03-31
Patriot Investment Management Inc. 2,355 2,715 13% 2020-03-31
Bell Rock Capital LLC 2,347 6,881 66% 2020-03-31
Mandatum Life Insurance Co Ltd 2,335 5,853 60% 2020-03-31
Zhang Financial LLC 2,317 2,968 22% 2020-03-31
CHATHAM CAPITAL GROUP, INC. 2,300 2,300 No Change 2020-03-31
Smith & Howard Wealth Management, LLC 2,300 2,300 No Change 2020-03-31
ZWJ INVESTMENT COUNSEL INC 2,290 2,290 No Change 2020-03-31
Caption Management, LLC 2,280 1,280 78% 2020-03-31
Winthrop Advisory Group LLC 2,256 2,186 3% 2020-03-31
Prime Capital Investment Advisors, LLC 2,242 18,726 88% 2020-03-31
Advisors Capital Management, LLC 2,240 2,354 5% 2020-03-31
Providence Wealth Advisors, LLC 2,235 2,010 11% 2020-03-31
OVERBROOK MANAGEMENT CORP 2,200 2,200 No Change 2020-03-31
HYA Advisors, Inc 2,200 0 New Buy 2020-03-31
OmniStar Financial Group, Inc. 2,187 10,659 79% 2020-03-31
GW HENSSLER & ASSOCIATES LTD 2,178 0 New Buy 2020-03-31
Concorde Asset Management, LLC 2,171 2,169 0% 2020-03-31
CAPITAL CITY TRUST CO/FL 2,165 2,165 No Change 2020-03-31
HOHIMER WEALTH MANAGEMENT, LLC 2,165 0 New Buy 2020-03-31
Geneva Partners, LLC 2,152 43,950 95% 2020-03-31
Family Management Corp 2,145 0 New Buy 2020-03-31
Stonebridge Capital Advisors LLC 2,135 2,145 0% 2020-03-31
Eagle Capital Management, LLC 2,130 2,130 No Change 2020-03-31
SNS Financial Group, LLC 2,103 2,485 15% 2020-03-31
Douglass Winthrop Advisors, LLC 2,081 2,381 13% 2020-03-31
Cottage Street Advisors LLC 2,078 2,369 12% 2020-03-31
OneAscent Financial Services LLC 2,073 0 New Buy 2020-03-31
MERITAGE PORTFOLIO MANAGEMENT 2,065 2,065 No Change 2020-03-31
Total Clarity Wealth Management, Inc. 2,059 1,062 94% 2020-03-31
FALCON POINT CAPITAL, LLC 2,040 0 New Buy 2020-03-31
PENINSULA ASSET MANAGEMENT INC 2,023 2,048 1% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 2,019 2,016 0% 2020-03-31
Cumberland Partners Ltd 2,014 2,034 1% 2020-03-31
CHEMUNG CANAL TRUST CO 2,000 2,000 No Change 2020-03-31
Regis Management CO LLC 2,000 2,000 No Change 2020-03-31
W.G. Shaheen & Associates DBA Whitney & Co 2,000 1,700 18% 2020-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 2,000 2,000 No Change 2020-03-31
S. MUOIO & CO. LLC 2,000 0 New Buy 2020-03-31
Gradient Investments LLC 1,997 2,693 26% 2020-03-31
Granite Investment Advisors, Inc. 1,990 1,740 14% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 1,990 2,490 20% 2020-03-31
Patriot Financial Group Insurance Agency, LLC 1,990 1,030 93% 2020-03-31
Sandy Spring Bank 1,986 2,271 13% 2020-03-31
Horrell Capital Management, Inc. 1,985 1,985 No Change 2020-03-31
Stony Point Wealth Management Inc. 1,975 2,120 7% 2020-03-31
LBMC INVESTMENT ADVISORS, LLC 1,974 1,974 No Change 2020-03-31
WT Wealth Management 1,970 2,545 23% 2020-03-31
Institute for Wealth Management, LLC. 1,964 276 612% 2020-03-31
Burns Wealth Management, Inc. 1,961 2,031 3% 2020-03-31
Paragon Capital Management Ltd 1,955 1,955 No Change 2020-03-31
SOL Capital Management CO 1,950 1,950 No Change 2020-03-31
BRINKER CAPITAL INC 1,943 6,235 69% 2020-03-31
Vantage Financial Partners Ltd., Inc. 1,940 48,270 96% 2020-03-31
Crewe Advisors LLC 1,940 1,940 No Change 2020-03-31
NTV ASSET MANAGEMENT LLC 1,935 1,935 No Change 2020-03-31
OLD DOMINION CAPITAL MANAGEMENT INC 1,935 1,985 3% 2020-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 1,934 1,860 4% 2020-03-31
PRIVATE CAPITAL MANAGEMENT LLC 1,927 0 New Buy 2020-03-31
Aries Wealth Management 1,912 1,872 2% 2020-03-31
MBE Wealth Management, LLC 1,902 2,113 10% 2020-03-31
Iwamoto, Kong & Co., Inc. 1,900 1,900 No Change 2020-03-31
Atwater Malick LLC 1,900 0 New Buy 2020-03-31
Financial Advisory Group 1,895 1,895 No Change 2020-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,888 1,888 No Change 2020-03-31
HARBOUR INVESTMENT MANAGEMENT LLC 1,887 1,892 0% 2020-03-31
Old Port Advisors 1,874 1,502 25% 2020-03-31
CONDOR CAPITAL MANAGEMENT 1,866 1,866 No Change 2020-03-31
Fairhaven Wealth Management, LLC 1,866 0 New Buy 2020-03-31
Capital Wealth Alliance, LLC 1,840 1,840 No Change 2020-03-31
Broadleaf Partners, LLC 1,836 1,836 No Change 2020-03-31
BARD ASSOCIATES INC 1,831 0 New Buy 2020-03-31
RPG Investment Advisory, LLC 1,831 43,239 96% 2020-03-31
Bull Street Advisors, LLC 1,827 1,827 No Change 2020-03-31
GRAYBILL BARTZ & ASSOC LTD 1,815 1,815 No Change 2020-03-31
Carmichael Hill & Associates, Inc. 1,807 1,615 12% 2020-03-31
ALESCO ADVISORS LLC 1,799 1,919 6% 2020-03-31
RB Capital Management, LLC 1,795 1,595 13% 2020-03-31
Savant Capital Management Inc 1,792 1,789 0% 2020-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 1,780 1,800 1% 2020-03-31
TSFG, LLC 1,779 703 153% 2020-03-31
Bogart Wealth, LLC 1,770 2,412 27% 2020-03-31
Trust Co of Kansas 1,770 0 New Buy 2020-03-31
NBT BANK N A /NY 1,766 1,774 0% 2020-03-31
Pinnacle Wealth Management Advisory Group, LLC 1,755 1,775 1% 2020-03-31
SMITHFIELD TRUST CO 1,754 1,754 No Change 2020-03-31
Baldrige Asset Management LLC 1,749 0 New Buy 2020-03-31
Auxano Advisors, LLC 1,748 0 New Buy 2020-03-31
NAPLES GLOBAL ADVISORS, LLC 1,745 0 New Buy 2020-03-31
Biltmore Family Office, LLC 1,735 2,485 30% 2020-03-31
Courage Miller Partners, LLC 1,712 1,712 No Change 2020-03-31
KFA Private Wealth Group, LLC 1,691 1,700 1% 2020-03-31
SeaBridge Investment Advisors LLC 1,690 520 225% 2020-03-31
Resource Planning Group 1,690 1,690 No Change 2020-03-31
First Heartland Consultants, Inc. 1,674 12,718 87% 2020-03-31
PRUDENTIAL FINANCIAL INC 1,672 0 New Buy 2020-03-31
Van Hulzen Asset Management, LLC 1,655 1,499 10% 2020-03-31
LOGAN CAPITAL MANAGEMENT INC 1,650 1,650 No Change 2020-03-31
Fulton Breakefield Broenniman LLC 1,649 1,660 1% 2020-03-31
SEARLE & CO. 1,646 0 New Buy 2020-03-31
55I, LLC 1,644 2,027 19% 2020-03-31
EASTERN BANK 1,633 1,733 6% 2020-03-31
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,624 1,677 3% 2020-03-31
SVB Wealth Advisory, Inc. 1,624 1,778 9% 2020-03-31
Diversified Trust Co 1,608 1,733 7% 2020-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 1,601 1,601 No Change 2020-03-31
Baldwin Investment Management, LLC 1,600 1,600 No Change 2020-03-31
HOWARD FINANCIAL SERVICES, LTD. 1,593 0 New Buy 2020-03-31
WEBSTER BANK, N. A. 1,583 1,443 10% 2020-03-31
CITY HOLDING CO 1,580 1,580 No Change 2020-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 1,579 1,659 5% 2020-03-31
Abbot Financial Management, Inc. 1,559 1,559 No Change 2020-03-31
Alexandria Capital, LLC 1,533 1,483 3% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 1,533 1,837 17% 2020-03-31
Bedel Financial Consulting, Inc. 1,531 1,387 10% 2020-03-31
Blume Capital Management, Inc. 1,530 1,450 6% 2020-03-31
Freestone Capital Holdings, LLC 1,529 0 New Buy 2020-03-31
Elgethun Capital Management 1,520 1,520 No Change 2020-03-31
Cypress Capital Management LLC (WY) 1,519 1,519 No Change 2020-03-31
SIGMA INVESTMENT COUNSELORS INC 1,517 1,517 No Change 2020-03-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,516 1,844 18% 2020-03-31
Rocky Mountain Advisers, LLC 1,500 1,500 No Change 2020-03-31
Pinnacle Bank 1,500 1,500 No Change 2020-03-31
Personal Resources Investment & Strategic Management, Inc. 1,500 1,500 No Change 2020-03-31
Beacon Capital Management, Inc. 1,496 1,377 9% 2020-03-31
PBMares Wealth Management LLC 1,496 2,879 48% 2020-03-31
Polaris Wealth Advisers, LLC 1,493 0 New Buy 2020-03-31
L & S Advisors Inc 1,492 1,492 No Change 2020-03-31
Madrona Financial Services, LLC 1,490 1,490 No Change 2020-03-31
Wealthstreet Investment Advisors, LLC 1,480 1,484 0% 2020-03-31
Lee Capital Holdings LLC 1,478 0 New Buy 2020-03-31
Birch Hill Investment Advisors LLC 1,477 1,477 No Change 2020-03-31
Rosenberg Matthew Hamilton 1,476 0 New Buy 2020-03-31
DOWLING & YAHNKE INC 1,475 0 New Buy 2020-03-31
OBERMEYER ASSET MANAGEMENT CO 1,471 1,461 1% 2020-03-31
Ballentine, Finn & Company, Inc. 1,470 1,470 No Change 2020-03-31
Asset Planning Services, Ltd. 1,470 1,489 1% 2020-03-31
OXFORD FINANCIAL GROUP LTD 1,463 0 New Buy 2020-03-31
Beaumont Financial Partners, LLC 1,462 1,572 7% 2020-03-31
TCI Wealth Advisors, Inc. 1,460 2,719 46% 2020-03-31
MANCHESTER FINANCIAL INC 1,458 2,608 44% 2020-03-31
SVA Plumb Wealth Management, LLC 1,452 1,452 No Change 2020-03-31
INTREPID CAPITAL MANAGEMENT INC 1,450 1,450 No Change 2020-03-31
DIAMANT ASSET MANAGEMENT, INC. 1,450 1,450 No Change 2020-03-31
Verde Capital Management 1,449 2,672 46% 2020-03-31
NICOLET BANKSHARES INC 1,430 1,430 No Change 2020-03-31
Investors Financial Group, LLC 1,427 0 New Buy 2020-03-31
Lenox Wealth Management, Inc. 1,418 48,401 97% 2020-03-31
FORBES J M & CO LLP 1,415 1,429 1% 2020-03-31
Intersect Capital LLC 1,415 1,415 No Change 2020-03-31
TFG Advisers LLC 1,407 1,412 0% 2020-03-31
Mengis Capital Management, Inc. 1,400 1,400 No Change 2020-03-31
180 WEALTH ADVISORS, LLC 1,389 0 New Buy 2020-03-31
Warren Averett Asset Management, LLC 1,384 2,384 42% 2020-03-31
Wakefield Asset Management LLLP 1,383 23,814 94% 2020-03-31
Copperleaf Capital, LLC 1,383 0 New Buy 2020-03-31
UNIVEST CORP OF PENNSYLVANIA 1,375 0 New Buy 2020-03-31
JGP Wealth Management, LLC 1,375 0 New Buy 2020-03-31
PRIVATE ASSET MANAGEMENT INC 1,367 1,942 30% 2020-03-31
Lafayette Investments, Inc. 1,367 0 New Buy 2020-03-31
Crescent Grove Advisors, LLC 1,367 0 New Buy 2020-03-31
Bernardo Wealth Planning LLC 1,354 0 New Buy 2020-03-31
Resonant Capital Advisors, LLC 1,351 0 New Buy 2020-03-31
WELCH & FORBES LLC 1,350 0 New Buy 2020-03-31
DUNCKER STREETT & CO INC 1,350 1,350 No Change 2020-03-31
Capital Advantage, Inc. 1,329 0 New Buy 2020-03-31
Gierl Augustine Investment Management Inc 1,318 1,358 3% 2020-03-31
Blue Chip Partners, Inc. 1,313 0 New Buy 2020-03-31
Chicago Partners Investment Group LLC 1,293 0 New Buy 2020-03-31
Johnson Financial Group, Inc. 1,286 1,219 5% 2020-03-31
ATTICUS WEALTH MANAGEMENT, LLC 1,286 1,471 13% 2020-03-31
Bell & Brown Wealth Advisors, LLC 1,250 0 New Buy 2020-03-31
Lindbrook Capital, LLC 1,226 1,226 No Change 2020-03-31
HORIZON BANCORP /IN/ 1,200 1,124 7% 2020-03-31
Solstein Capital, LLC 1,140 1,380 17% 2020-03-31
JNBA Financial Advisors 1,121 1,151 3% 2020-03-31
Red Door Wealth Management, LLC 1,108 0 New Buy 2020-03-31
First National Bank of South Miami 1,100 1,100 No Change 2020-03-31
Capital Advisory Group Advisory Services, LLC 2 0 New Buy 2020-03-31
Ironwood Wealth Management, llc 1,069 792 35% 2020-03-31
Stelac Advisory Services LLC 1,000 0 New Buy 2020-03-31
Elephas Investment Management Ltd 1,000 0 New Buy 2020-03-31
JACKSON SQUARE CAPITAL, LLC 1,000 0 New Buy 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 994 263 278% 2020-03-31
Lucia Wealth Services, LLC 970 127 664% 2020-03-31
DELTA ASSET MANAGEMENT LLC/TN 964 1,019 5% 2020-03-31
ADIRONDACK TRUST CO 924 924 No Change 2020-03-31
HC FINANCIAL ADVISORS INC 890 0 New Buy 2020-03-31
Royal Fund Management, LLC 604 0 New Buy 2020-03-31
Forefront Analytics, LLC 838 0 New Buy 2020-03-31
Financial Management Professionals, Inc. 835 370 126% 2020-03-31
Cordasco Financial Network 820 1,025 20% 2020-03-31
PITTENGER & ANDERSON INC 805 805 No Change 2020-03-31
Goodman & Company, Investment Counsel Ltd. 800 122,000 99% 2020-03-31
GANTZERT INVESTMENT CO LLC /ADV 800 800 No Change 2020-03-31
Peregrine Asset Advisers, Inc. 794 1,571 49% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 777 647 20% 2020-03-31
Investors Research Corp 762 750 2% 2020-03-31
Coastal Capital Group, Inc. 731 740 1% 2020-03-31
LifePlan Financial Group, Inc 713 682 5% 2020-03-31
St. Johns Investment Management Company, LLC 705 0 New Buy 2020-03-31
G&S Capital LLC 705 1,305 46% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 705 679 4% 2020-03-31
Harel Insurance Investments & Financial Services Ltd. 697 3,697 81% 2020-03-31
PROFFITT & GOODSON INC 690 694 1% 2020-03-31
Clean Yield Group 690 435 59% 2020-03-31
Lion Street Advisors, LLC 678 0 New Buy 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 665 0 New Buy 2020-03-31
IndexIQ Advisors LLC 664 422 57% 2020-03-31
Lagoda Investment Management, L.P. 650 0 New Buy 2020-03-31
Capital Square, LLC 647 0 New Buy 2020-03-31
Pacifica Partners Inc. 640 640 No Change 2020-03-31
TRUEWEALTH LLC 609 609 No Change 2020-03-31
OLD SECOND NATIONAL BANK OF AURORA 604 909 34% 2020-03-31
tru Independence LLC 589 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 588 0 New Buy 2020-03-31
Efficient Wealth Management LLC 585 0 New Buy 2020-03-31
PEOPLES FINANCIAL SERVICES CORP. 500 500 No Change 2020-03-31
FNY Investment Advisers, LLC 500 5,550 91% 2020-03-31
Regal Wealth Group, Inc. 490 585 16% 2020-03-31
Stonebridge Financial Planning Group, LLC 476 476 No Change 2020-03-31
Eudaimonia Partners, LLC 466 0 New Buy 2020-03-31
Jackson, Grant Investment Advisers, Inc. 463 0 New Buy 2020-03-31
HOWE & RUSLING INC 449 398 13% 2020-03-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 448 448 No Change 2020-03-31
Allred Capital Management, LLC 438 438 No Change 2020-03-31
Cardinal Capital Management, Inc. 430 0 New Buy 2020-03-31
MEEDER ASSET MANAGEMENT INC 424 304 39% 2020-03-31
Botty Investors LLC 415 8,315 95% 2020-03-31
Ellis Investment Partners, LLC 388 388 No Change 2020-03-31
QCI ASSET MANAGEMENT INC/NY 369 344 7% 2020-03-31
VALLEY NATIONAL ADVISERS INC 353 353 No Change 2020-03-31
Focused Wealth Management, Inc 337 1,513 78% 2020-03-31
WEST BANCORPORATION INC 337 0 New Buy 2020-03-31
American Research & Management Co. 335 255 31% 2020-03-31
Burt Wealth Advisors 315 315 No Change 2020-03-31
Key FInancial Inc 315 0 New Buy 2020-03-31
Larson Financial Group LLC 313 314 0% 2020-03-31
Sound Income Strategies, LLC 307 0 New Buy 2020-03-31
JFS WEALTH ADVISORS, LLC 300 313 4% 2020-03-31
Global Trust Asset Management, LLC 290 715 59% 2020-03-31
ATWOOD & PALMER INC 286 286 No Change 2020-03-31
Cedar Mountain Advisors, LLC 285 285 No Change 2020-03-31
BELLEVUE ASSET MANAGEMENT, LLC 273 273 No Change 2020-03-31
West Oak Capital, LLC 265 265 No Change 2020-03-31
Avondale Wealth Management 263 263 No Change 2020-03-31
Baystate Wealth Management LLC 258 225 15% 2020-03-31
Concannon Wealth Management, LLC 243 243 No Change 2020-03-31
Belmont Capital, LLC 201 701 71% 2020-03-31
Capstone Financial Group, Inc. 198 0 New Buy 2020-03-31
COUNTRY TRUST BANK 194 194 No Change 2020-03-31
MCF Advisors LLC 187 187 No Change 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 181 331 45% 2020-03-31
Roble, Belko & Company, Inc 176 176 No Change 2020-03-31
Retirement Network 166 145 14% 2020-03-31
Concept Capital Markets, LLC 160 160 No Change 2020-03-31
Berman Capital Advisors, LLC 159 0 New Buy 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 150 0 New Buy 2020-03-31
Tortoise Investment Management, LLC 150 150 No Change 2020-03-31
Fusion Family Wealth LLC 146 146 No Change 2020-03-31
CBIZ Investment Advisory Services, LLC 146 146 No Change 2020-03-31
Ellevest, Inc. 140 140 No Change 2020-03-31
Dougherty Wealth Advisers LLC 135 135 No Change 2020-03-31
Prestige Wealth Management Group LLC 132 237 44% 2020-03-31
Private Capital Group, LLC 130 130 No Change 2020-03-31
John W. Brooker & Co., CPAs 111 111 No Change 2020-03-31
Summit Investment Advisors, Inc. 110 110 No Change 2020-03-31
Transamerica Financial Advisors, Inc. 101 120 16% 2020-03-31
ARROW FINANCIAL CORP 100 100 No Change 2020-03-31
Sonora Investment Management, LLC 100 100 No Change 2020-03-31
Rain Capital Management, LLC 100 100 No Change 2020-03-31
Cascade Investment Advisors, Inc. 100 100 No Change 2020-03-31
ANDERSON FISHER LLC 97 515 81% 2020-03-31
Spectrum Management Group, Inc. 95 0 New Buy 2020-03-31
Salomon & Ludwin, LLC 94 416 77% 2020-03-31
Financeware, Inc. 90 0 New Buy 2020-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 90 40 125% 2020-03-31
CVA Family Office, LLC 88 0 New Buy 2020-03-31
Global Wealth Management Investment Advisory, Inc. 87 87 No Change 2020-03-31
Asset Dedication, LLC 79 79 No Change 2020-03-31
Lowe fs, LLC 65 65 No Change 2020-03-31
Atlantic Trust, LLC 63 0 New Buy 2020-03-31
AlphaMark Advisors, LLC 50 50 No Change 2020-03-31
Pflug Koory, LLC 50 50 No Change 2020-03-31
AllSquare Wealth Management LLC 40 40 No Change 2020-03-31
BALLAST ADVISORS LLC 36 0 New Buy 2020-03-31
Disciplined Investments, LLC 36 0 New Buy 2020-03-31
Paragon Capital Management LLC 33 0 New Buy 2020-03-31
Savior LLC 29 6 383% 2020-03-31
Advisory Alpha, LLC 27 26 4% 2020-03-31
Center for Financial Planning, Inc. 25 25 No Change 2020-03-31
Interactive Financial Advisors 22 42,488 100% 2020-03-31
Glassman Wealth Services 20 20 No Change 2020-03-31
CFM WEALTH PARTNERS LLC 20 20 No Change 2020-03-31
CFG Asset Management LLC 18 0 New Buy 2020-03-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC 11 11 No Change 2020-03-31
Richard Bernstein Advisors LLC 10 11 9% 2020-03-31
Horan Securities, Inc. 6 0 New Buy 2020-03-31
Massey, Quick & Co., LLC 6 0 New Buy 2020-03-31
Lake Point Wealth Management 4 54 93% 2020-03-31
Renaissance Technologies(Jim Simons) 0 57,500 Sold Out 2020-03-31
ST GERMAIN D J CO INC 0 1,716 Sold Out 2020-03-31
Hexavest Inc. 0 16,736 Sold Out 2020-03-31
SECURITY NATIONAL TRUST CO 0 50 Sold Out 2020-03-31
LEE DANNER & BASS INC 0 8,346 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 8,089 Sold Out 2020-03-31
Sabal Trust CO 0 5,745 Sold Out 2020-03-31
Cypress Capital Group 0 1,920 Sold Out 2020-03-31
BADGLEY PHELPS & BELL INC 0 1,942 Sold Out 2020-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0 450 Sold Out 2020-03-31
BLUESTEIN R H & CO 0 60,293 Sold Out 2020-03-31
WEXFORD CAPITAL LLC 0 1,761 Sold Out 2020-03-31
LAKEWOOD CAPITAL MANAGEMENT, LP 0 140,831 Sold Out 2020-03-31
NOMURA HOLDINGS INC 0 2,211,500 Sold Out 2020-03-31
CLS INVESTMENT FIRM, LLC 0 197 Sold Out 2020-03-31
greenwich Wealth Management LLC 0 1,560 Sold Out 2020-03-31
CANYON CAPITAL ADVISORS LLC 0 725,000 Sold Out 2020-03-31
Ionic Capital Management LLC 0 53,500 Sold Out 2020-03-31
ACADIAN ASSET MANAGEMENT LLC 0 973 Sold Out 2020-03-31
U S GLOBAL INVESTORS INC 0 3,000 Sold Out 2020-03-31
First City Capital Management, Inc. 0 1,450 Sold Out 2020-03-31
PHILADELPHIA TRUST CO 0 4,385 Sold Out 2020-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 0 1,852 Sold Out 2020-03-31
VAN DEN BERG MANAGEMENT INC/TX 0 49,377 Sold Out 2020-03-31
Pathstone Family Office, LLC 0 12,294 Sold Out 2020-03-31
Mizuho Corporate Bank, Ltd. 0 280,000 Sold Out 2020-03-31
Smart Portfolios, LLC 0 21,580 Sold Out 2020-03-31
Titan Capital Management, LLC /CA 0 1,668 Sold Out 2020-03-31
Kessler Investment Group, LLC 0 32,783 Sold Out 2020-03-31
Glaxis Capital Management, LLC 0 40,920 Sold Out 2020-03-31
USCA RIA LLC 0 35,454 Sold Out 2020-03-31
GROUP ONE TRADING, L.P. 0 40,880 Sold Out 2020-03-31
Eqis Capital Management, Inc. 0 4,899 Sold Out 2020-03-31
Lenox Wealth Advisors, Inc. 0 486 Sold Out 2020-03-31
Regal Investment Advisors, LLC 0 22,227 Sold Out 2020-03-31
PEDDOCK CAPITAL ADVISORS, LLC 0 250 Sold Out 2020-03-31
SCHOLTZ & COMPANY, LLC 0 38,550 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 700 Sold Out 2020-03-31
OLD MISSION CAPITAL LLC 0 16,300 Sold Out 2020-03-31
Karp Capital Management Corp 0 2,799 Sold Out 2020-03-31
LVW Advisors, LLC 0 3,564 Sold Out 2020-03-31
Squarepoint Ops LLC 0 216,469 Sold Out 2020-03-31
Clarius Group, LLC 0 1,376 Sold Out 2020-03-31
FFCM LLC 0 3 Sold Out 2020-03-31
Vantis Investment Advisers L.P. 0 100,900 Sold Out 2020-03-31
Castle Hook Partners LP 0 1,500,000 Sold Out 2020-03-31
AMS Capital Ltda 0 170,000 Sold Out 2020-03-31
DDD Partners, LLC 0 79,401 Sold Out 2020-03-31
Providence Capital Advisors, LLC 0 155 Sold Out 2020-03-31
SCP Investment, LP 0 30,000 Sold Out 2020-03-31
Virtue Capital Management, LLC 0 1,764 Sold Out 2020-03-31
Fore Capital, LLC 0 1,425,000 Sold Out 2020-03-31
Centerpoint Advisors, LLC 0 10 Sold Out 2020-03-31
Pathway Financial Advisors LLC 0 6,727 Sold Out 2020-03-31
Slow Capital, Inc. 0 3,310 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 143 Sold Out 2020-03-31
CX Institutional 0 469 Sold Out 2020-03-31
Strategic Wealth Management Group, LLC 0 1,739 Sold Out 2020-03-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 0 4,850 Sold Out 2020-03-31
BROOKS, MOORE & ASSOCIATES, INC. 0 2,500 Sold Out 2020-03-31
CRA Financial Services, LLC 0 1,515 Sold Out 2020-03-31
Old North State Trust, LLC 0 481 Sold Out 2020-03-31
FIRST NATIONAL CORP /MA/ /ADV 0 1,975 Sold Out 2020-03-31
MOULTON WEALTH MANAGEMENT, INC 0 2,313 Sold Out 2020-03-31
Silicon Hills Wealth Management, LLC 0 3 Sold Out 2020-03-31
Sugarloaf Wealth Management, LLC 0 773 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 160 Sold Out 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 0 370 Sold Out 2020-03-31
Samalin Investment Counsel, LLC 0 901 Sold Out 2020-03-31
Lighthouse Financial Advisors, Inc. 0 170 Sold Out 2020-03-31
Secure Asset Management, LLC 0 1,522 Sold Out 2020-03-31
Perennial Investment Advisors, LLC 0 1,825 Sold Out 2020-03-31
Great Diamond Partners, LLC 0 615 Sold Out 2020-03-31
Ferguson Shapiro LLC 0 65,971 Sold Out 2020-03-31
Demars Financial Group, LLC 0 2,720 Sold Out 2020-03-31
Aberdeen Wealth Management LLC 0 11,728 Sold Out 2020-03-31
BERRY GROUP, LLC 0 1,856 Sold Out 2020-03-31
Emso Asset Management Ltd 0 750,000 Sold Out 2020-03-31
Argent Advisors, Inc. 0 570 Sold Out 2020-03-31
GUGGENHEIM CAPITAL LLC 75,964 73,650 3% 2019-12-31
BANK OF AMERICA CORP /DE/ 17,645,953 20,339,550 13% 2019-12-31
GOLDMAN SACHS GROUP INC 15,073,736 9,699,418 55% 2019-12-31
WELLS FARGO & CO/MN 7,753,506 6,812,852 14% 2019-12-31
MORGAN STANLEY 6,827,818 10,819,768 37% 2019-12-31
ROYAL BANK OF CANADA 6,048,225 0 New Buy 2019-12-31
CI INVESTMENTS INC. 5,878,716 7,381,643 20% 2019-12-31
Orbis Allan Gray Ltd 1,613,664 1,613,664 No Change 2019-12-31
MILLENNIUM MANAGEMENT LLC 1,114,003 98,705 1,029% 2019-12-31
FinTrust Capital Advisors, LLC 0 10,000 Sold Out 2019-12-31
STEADFAST CAPITAL MANAGEMENT LLC 1,000,000 0 New Buy 2019-12-31
AMERIPRISE FINANCIAL INC 869,812 864,919 1% 2019-12-31
Verition Fund Managegment LLC 800,000 44,483 1,698% 2019-12-31
Marshall Wace LLP 0 183,700 Sold Out 2019-12-31
HSBC HOLDINGS PLC 680,926 596,786 14% 2019-12-31
BRIGADE CAPITAL MANAGEMENT, LLC 600,000 600,000 No Change 2019-12-31
BANK OF NOVA SCOTIA / 585,000 585,000 No Change 2019-12-31
NATIXIS 544,757 496,274 10% 2019-12-31
ICONIQ Capital, LLC 536,083 535,797 0% 2019-12-31
TWO SIGMA SECURITIES, LLC 506,774 7,938 6,284% 2019-12-31
STIFEL FINANCIAL CORP 2,138 1,638 31% 2019-12-31
Invesco Ltd. 409,515 409,515 No Change 2019-12-31
ARISTEIA CAPITAL LLC 400,000 1,200,000 67% 2019-12-31
NORTHERN TRUST CORP 391,131 417,822 6% 2019-12-31
BB&T CORP 326,999 17,694 1,748% 2019-12-31
Bach Investment Advisors Ltd 261,550 283,774 8% 2019-12-31
Walleye Trading LLC 247,600 164,700 50% 2019-12-31
Qube Research & Technologies Ltd 246,517 0 New Buy 2019-12-31
Advisor Group, Inc. 224,752 226,307 1% 2019-12-31
Arrowpoint Asset Management, LLC 200,000 200,000 No Change 2019-12-31
MML INVESTORS SERVICES, LLC 185,786 157,226 18% 2019-12-31
Sawtooth Asset Management, Inc. 181,370 119,976 51% 2019-12-31
COOPERMAN LEON G 173,425 140,000 24% 2019-12-31
Centerstone Investors, LLC 160,661 160,661 No Change 2019-12-31
Pennant Investors, LP 156,000 156,000 No Change 2019-12-31
Quantitative Investment Management, LLC 155,852 0 New Buy 2019-12-31
Hitchwood Capital Management LP 150,000 0 New Buy 2019-12-31
MANUFACTURERES LIFE INSURANCE CO 2,433 4,638 48% 2019-12-31
CIBC World Markets Inc. 131,330 134,710 3% 2019-12-31
KEY GROUP HOLDINGS (CAYMAN), LTD. 128,692 0 New Buy 2019-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 126,350 132,295 4% 2019-12-31
TWO SIGMA INVESTMENTS LLC 122,169 0 New Buy 2019-12-31
Atlas Principals, LLC 115,224 0 New Buy 2019-12-31
Astor Investment Management LLC 112,949 2,203 5,027% 2019-12-31
Jackson Financial Management 102,945 110,110 7% 2019-12-31
BALYASNY ASSET MANAGEMENT LLC 100,000 0 New Buy 2019-12-31
GUARDIAN POINT CAPITAL, LP 100,000 500,000 80% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 96,051 96,026 0% 2019-12-31
FMR LLC 92,418 91,855 1% 2019-12-31
MUHLENKAMP & CO INC(Ronald H. Muhlenkamp) 83,028 82,960 0% 2019-12-31
ATRIA INVESTMENTS LLC 80,756 76,653 5% 2019-12-31
London & Capital Asset Management Ltd 78,142 12,724 514% 2019-12-31
SUMITOMO MITSUI FINANCIAL GROUP, INC. 77,777 72,451 7% 2019-12-31
UBS OCONNOR LLC 75,000 0 New Buy 2019-12-31
WHITEBOX ADVISORS LLC 70,000 0 New Buy 2019-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 69,862 0 New Buy 2019-12-31
SCS Capital Management LLC 66,934 64,333 4% 2019-12-31
Itau Unibanco Holding S.A. 62,200 23,600 164% 2019-12-31
Oppenheimer & Close, LLC 60,940 68,738 11% 2019-12-31
Crestwood Advisors LLC 57,500 57,545 0% 2019-12-31
Ramius LLC 50,000 45,000 11% 2019-12-31
1 NORTH WEALTH SERVICES LLC 48,312 45,499 6% 2019-12-31
Claraphi Advisory Network, LLC 46,870 44,686 5% 2019-12-31
JEFFERIES GROUP INC /DE/ 46,353 376,181 88% 2019-12-31
Belpointe Asset Management LLC 40,642 0 New Buy 2019-12-31
Equitable Holdings, Inc. 42,512 0 New Buy 2019-12-31
Greytown Advisors Inc. 38,952 39,961 3% 2019-12-31
RGT Capital Management, Ltd. 38,373 38,373 No Change 2019-12-31
Lloyd Advisory Services, LLC. 38,133 0 New Buy 2019-12-31
Perennial Advisors, LLC 37,126 36,263 2% 2019-12-31
Sequoia Financial Advisors, LLC 37,088 36,966 0% 2019-12-31
HOWLAND CAPITAL MANAGEMENT INC 33,189 34,124 3% 2019-12-31
Quantum Capital Management, LLC / NJ 31,769 30,925 3% 2019-12-31
Cranbrook Wealth Management, LLC 31,461 32,485 3% 2019-12-31
Paul A. Violich, Inc. 31,450 31,455 0% 2019-12-31
BROWN BROTHERS HARRIMAN & CO 25,740 25,214 2% 2019-12-31
Prospera Financial Services 25,445 25,613 1% 2019-12-31
Advisory Services Network, LLC 25,032 15,507 61% 2019-12-31
GARDNER LEWIS ASSET MANAGEMENT L P 21,095 21,095 No Change 2019-12-31
GRATIA CAPITAL, LLC 20,000 20,000 No Change 2019-12-31
Fort Point Capital Partners, LLC 19,097 19,116 0% 2019-12-31
Voya Financial Advisors, Inc. 18,802 20,597 9% 2019-12-31
NORTHSTAR WEALTH PARTNERS LLC 18,482 15,820 17% 2019-12-31
PEAK6 Investments LLC 18,100 165,276 89% 2019-12-31
GFS Advisors, LLC 17,641 17,341 2% 2019-12-31
Maryland Capital Management, LLC 17,398 16,238 7% 2019-12-31
J. Goldman & Co LP 15,684 0 New Buy 2019-12-31
MADDEN SECURITIES Corp 15,617 0 New Buy 2019-12-31
COMERICA SECURITIES,INC. 15,001 0 New Buy 2019-12-31
SMITH, MOORE & CO. 14,788 14,888 1% 2019-12-31
Orion Portfolio Solutions, LLC 13,755 0 New Buy 2019-12-31
GeoWealth Management, LLC 13,482 6,157 119% 2019-12-31
Kore Private Wealth LLC 13,348 13,285 0% 2019-12-31
Atlas Private Wealth Management 13,263 0 New Buy 2019-12-31
Rehmann Capital Advisory Group 12,744 0 New Buy 2019-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12,608 3,450 265% 2019-12-31
Gladstone Institutional Advisory LLC 11,591 13,386 13% 2019-12-31
Cedar Wealth Management, LLC 11,164 10,557 6% 2019-12-31
Lido Advisors, LLC 11,013 6,547 68% 2019-12-31
ESSEX INVESTMENT MANAGEMENT CO LLC 10,000 15,000 33% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 9,966 0 New Buy 2019-12-31
Bayesian Capital Management, LP 9,874 0 New Buy 2019-12-31
BCJ Capital Management, LLC 9,806 6,104 61% 2019-12-31
Hanson Investment Management 9,368 9,368 No Change 2019-12-31
JAMES INVESTMENT RESEARCH INC 9,124 0 New Buy 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 9,002 8,102 11% 2019-12-31
Capstone Investment Advisors, LLC 8,808 4,840 82% 2019-12-31
MISSION CREEK CAPITAL PARTNERS, INC 8,775 0 New Buy 2019-12-31
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 8,712 8,819 1% 2019-12-31
Pinnacle Family Advisors, LLC 8,450 9,065 7% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 7,190 6,011 20% 2019-12-31
Mutual Advisors, LLC 7,159 7,585 6% 2019-12-31
CSS LLC/IL 7,000 7,000 No Change 2019-12-31
Laidlaw Wealth Management LLC 6,658 0 New Buy 2019-12-31
Procyon Private Wealth Partners, LLC 6,569 0 New Buy 2019-12-31
Stonehage Fleming Financial Services Holdings Ltd 0 10,870 Sold Out 2019-12-31
Clearbridge Advisors, LLC 6,198 5,935 4% 2019-12-31
Efficient Advisors, LLC 6,031 7,374 18% 2019-12-31
Simmons Bank 5,940 6,362 7% 2019-12-31
Kovitz Investment Group Partners, LLC 5,480 5,480 No Change 2019-12-31
Legacy Wealth Partners, Inc. 5,063 0 New Buy 2019-12-31
Cornerstone Wealth Management, LLC 4,892 5,306 8% 2019-12-31
Visionary Wealth Advisors 4,854 0 New Buy 2019-12-31
TELEMUS CAPITAL, LLC 4,595 5,017 8% 2019-12-31
COURAGE CAPITAL MANAGEMENT LLC 4,500 4,500 No Change 2019-12-31
CWA Asset Management Group, LLC 4,495 4,092 10% 2019-12-31
Private Portfolio Partners LLC 4,403 4,382 0% 2019-12-31
ROANOKE ASSET MANAGEMENT CORP/ NY 4,315 4,315 No Change 2019-12-31
Torch Wealth Management LLC 4,303 4,503 4% 2019-12-31
Oscan Associates Inc. 4,165 4,360 4% 2019-12-31
Barry Investment Advisors, LLC 4,093 3,695 11% 2019-12-31
Great Lakes Retirement, Inc. 4,087 0 New Buy 2019-12-31
MOSELEY INVESTMENT MANAGEMENT INC 4,000 0 New Buy 2019-12-31
ORLEANS CAPITAL MANAGEMENT CORP/LA 3,700 3,700 No Change 2019-12-31
Head & Associates, LLC 3,677 3,487 5% 2019-12-31
BBK Capital Partners, LLC 3,465 0 New Buy 2019-12-31
Charles Schwab Investment Advisory, Inc. 3,280 2,529 30% 2019-12-31
Westshore Wealth, LLC 3,092 0 New Buy 2019-12-31
Brick & Kyle, Associates 3,050 0 New Buy 2019-12-31
Turim 21 Investimentos Ltda. 2,750 0 New Buy 2019-12-31
HOLLENCREST SECURITIES LLC 2,673 4,108 35% 2019-12-31
Clear Perspective Advisors, LLC 0 3,653 Sold Out 2019-12-31
TrueNorth, Inc. 2,600 2,600 No Change 2019-12-31
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 2,520 2,520 No Change 2019-12-31
HM PAYSON & CO 2,400 2,400 No Change 2019-12-31
Flaharty Asset Management, LLC 2,389 2,759 13% 2019-12-31
DIXON HUBARD FEINOUR & BROWN INC/VA 2,360 2,360 No Change 2019-12-31
Hyperion Capital Advisors LP 2,328 0 New Buy 2019-12-31
AJ WEALTH STRATEGIES, LLC 2,152 2,203 2% 2019-12-31
DOHENY ASSET MANAGEMENT /CA 2,100 0 New Buy 2019-12-31
Compagnie Lombard, Odier SCA 0 2,020 Sold Out 2019-12-31
BOOTHBAY FUND MANAGEMENT, LLC 2,000 2,000 No Change 2019-12-31
Moser Wealth Advisors, LLC 1,985 0 New Buy 2019-12-31
Azimuth Capital Management LLC 1,950 1,750 11% 2019-12-31
Bragg Financial Advisors, Inc 1,945 2,065 6% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1,902 1,998 5% 2019-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 1,900 1,900 No Change 2019-12-31
Virtu Financial LLC 0 555,330 Sold Out 2019-12-31
PERRITT CAPITAL MANAGEMENT INC 1,811 1,811 No Change 2019-12-31
Lesa Sroufe & Co 1,810 1,810 No Change 2019-12-31
Atlanta Capital Group 1,803 13,779 87% 2019-12-31
Ascension Capital Advisors, Inc. 1,795 0 New Buy 2019-12-31
Tradewinds Capital Management, LLC 1,729 2,235 23% 2019-12-31
Vectors Research Management, LLC 1,661 1,654 0% 2019-12-31
HNP Capital LLC 1,661 1,654 0% 2019-12-31
DF DENT & CO INC 1,533 1,533 No Change 2019-12-31
Filament LLC 1,460 1,460 No Change 2019-12-31
EXCALIBUR MANAGEMENT CORP 1,453 1,453 No Change 2019-12-31
Meridian Wealth Partners, LLC 1,404 0 New Buy 2019-12-31
Pacific Center for Financial Services 1,357 1,357 No Change 2019-12-31
Sowa Financial Group, Inc. 1,031 0 New Buy 2019-12-31
Endurance Wealth Management, Inc. 1,023 1,077 5% 2019-12-31
McIlrath & Eck, LLC 874 935 7% 2019-12-31
SRS Capital Advisors, Inc. 846 746 13% 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 100 662 85% 2019-12-31
PSI Advisors, LLC 535 0 New Buy 2019-12-31
CXI Advisors 469 0 New Buy 2019-12-31
FSA Wealth Management LLC 426 0 New Buy 2019-12-31
Taylor Hoffman Wealth Management 343 343 No Change 2019-12-31
CENTRAL BANK & TRUST CO 200 200 No Change 2019-12-31
Whitnell & Co. 200 200 No Change 2019-12-31
RMR Wealth Builders 165 0 New Buy 2019-12-31
SALEM INVESTMENT COUNSELORS INC 150 150 No Change 2019-12-31
Sageworth Trust Co 150 150 No Change 2019-12-31
TOTH FINANCIAL ADVISORY CORP 93 93 No Change 2019-12-31
QS Investors, LLC 90 83 8% 2019-12-31
Tower Research Capital LLC 21 0 New Buy 2019-12-31
Permanens Capital L.P. 8 8 No Change 2019-12-31
PMFM Inc. 0 188,609 Sold Out 2019-12-31
Weil Company, Inc. 0 60 Sold Out 2019-12-31
Polar Securities Inc. 0 140,000 Sold Out 2019-12-31
GEODE CAPITAL MANAGEMENT LLC 0 10,923 Sold Out 2019-12-31
HWG Holdings LP 0 7,117 Sold Out 2019-12-31
HRT FINANCIAL LLC 0 31,827 Sold Out 2019-12-31
Bienville Capital Management, LLC 0 745,540 Sold Out 2019-12-31
QUADRANT CAPITAL GROUP LLC 0 2,000 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 744 Sold Out 2019-12-31
Sage Capital Advisors,llc 0 1,805 Sold Out 2019-12-31
Amussen Hunsaker & Associates LLC 0 4,290 Sold Out 2019-12-31
TTP Investments, Inc. 0 27,892 Sold Out 2019-12-31
Truvestments Capital LLC 0 923 Sold Out 2019-12-31
Cresset Asset Management, LLC 0 3,511 Sold Out 2019-12-31
Centric Wealth Management 0 1,764 Sold Out 2019-12-31
Thor Advisors, LLC 0 771 Sold Out 2019-12-31
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