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STOCK TICKER:
ISHARE NQ BIOTCH INX   (ticker: IBB)
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
McGuire Investment Group, LLC 34,553 35,127 2% 2020-03-31
M&R CAPITAL MANAGEMENT INC 27,454 26,804 2% 2020-03-31
BURNS J W & CO INC/NY 26,265 26,565 1% 2020-03-31
Bangor Savings Bank 19,996 21,177 6% 2020-03-31
White Lighthouse Investment Management Inc. 14,174 14,124 0% 2020-03-31
FULTON BANK, N.A. 12,994 12,690 2% 2020-03-31
SUMMIT FINANCIAL GROUP INC 8,425 8,425 No Change 2020-03-31
WILEY BROS.-AINTREE CAPITAL, LLC 7,656 8,037 5% 2020-03-31
F&V Capital Management, LLC 6,443 6,443 No Change 2020-03-31
ELM ADVISORS, LLC 5,626 5,626 No Change 2020-03-31
Archer Investment Corp 3,500 5,200 33% 2020-03-31
LAKE STREET FINANCIAL LLC 2,726 0 New Buy 2020-03-31
First Financial Bank, N.A. - Trust Division 2,306 2,493 8% 2020-03-31
Triangle Securities Wealth Management 1,992 1,659 20% 2020-03-31
CHEMUNG CANAL TRUST CO 1,912 1,912 No Change 2020-03-31
Gradient Investments LLC 26 25 4% 2020-03-31
Lenox Wealth Advisors, Inc. 12 36 67% 2020-03-31
Global Trust Asset Management, LLC 0 1,900 Sold Out 2020-03-31
Fulcrum Equity Management 0 33,899 Sold Out 2020-03-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 26,190,000 0 New Buy 2019-12-31
BANK OF AMERICA CORP /DE/ 15,363,030 17,020,153 10% 2019-12-31
CITIGROUP INC 5,532,583 4,216,019 31% 2019-12-31
MORGAN STANLEY 5,270,251 3,548,805 49% 2019-12-31
GOLDMAN SACHS GROUP INC 72,000 34,103 111% 2019-12-31
UBS Group AG 0 485,000 Sold Out 2019-12-31
BARCLAYS PLC 1,146 2,458 53% 2019-12-31
Susquehanna International Group, LLP 2,490,153 2,196,385 13% 2019-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,980,000 0 New Buy 2019-12-31
MILLENNIUM MANAGEMENT LLC 284,103 756,400 62% 2019-12-31
SPHERA FUNDS MANAGEMENT LTD. 1,000,000 0 New Buy 2019-12-31
ELLIOTT MANAGEMENT CORP 906,200 0 New Buy 2019-12-31
WELLS FARGO & CO/MN 769,927 792,638 3% 2019-12-31
ROYAL BANK OF CANADA 730,874 0 New Buy 2019-12-31
TWO SIGMA INVESTMENTS LLC 640,760 473,004 35% 2019-12-31
JEFFERIES GROUP INC /DE/ 619,340 1,341,508 54% 2019-12-31
TWO SIGMA ADVISERS, LLC 427,199 382,999 12% 2019-12-31
LPL Financial CORP 375,560 371,994 1% 2019-12-31
CREDIT SUISSE/ 373,636 370,470 1% 2019-12-31
SUNRISE PARTNERS LLC /CT 322,420 294,889 9% 2019-12-31
Tibra Equities Europe Ltd 291,002 0 New Buy 2019-12-31
Centiva Capital, LP 0 3,605 Sold Out 2019-12-31
Public Sector Pension Investment Board 288,000 0 New Buy 2019-12-31
Ikarian Capital, LLC 250,000 0 New Buy 2019-12-31
TWO SIGMA SECURITIES, LLC 248,200 140,224 77% 2019-12-31
COMMERCE BANK N A/MO 243,223 498,725 51% 2019-12-31
Crestwood Advisors LLC 226,458 249,521 9% 2019-12-31
PMFM Inc. 224,885 0 New Buy 2019-12-31
HAP Trading, LLC 212,400 184,800 15% 2019-12-31
Janney Capital Management LLC 191,503 0 New Buy 2019-12-31
Twin Tree Management, LP 190,200 0 New Buy 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 188,984 179,985 5% 2019-12-31
Cutler Group LP 63,501 8,927 611% 2019-12-31
J P MORGAN CHASE & CO 173,085 1,788,123 90% 2019-12-31
RAYMOND JAMES & ASSOCIATES 172,346 151,244 14% 2019-12-31
Squarepoint Ops LLC 162,586 87,883 85% 2019-12-31
AMERIPRISE FINANCIAL INC 151,466 127,157 19% 2019-12-31
BALYASNY ASSET MANAGEMENT LLC 150,000 300,000 50% 2019-12-31
QVT Financial LP 149,105 84,386 77% 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 144,984 155,152 7% 2019-12-31
Raymond James Financial Services Advisors, Inc. 136,483 140,598 3% 2019-12-31
COWEN AND COMPANY, LLC 130,000 0 New Buy 2019-12-31
SG Americas Securities, LLC 124,406 106,840 16% 2019-12-31
Main Management ETF Advisors, LLC 120,780 115,500 5% 2019-12-31
Baker Avenue Asset Management, LP 109,298 104,626 4% 2019-12-31
Williams Jones Wealth Management, LLC. 106,436 162,480 34% 2019-12-31
Estate Counselors, LLC 105,490 0 New Buy 2019-12-31
ALBION FINANCIAL GROUP /UT 97,742 97,069 1% 2019-12-31
INVESTMENT HOUSE LLC 89,495 91,565 2% 2019-12-31
People's United Financial, Inc. 87,143 91,200 4% 2019-12-31
DOWLING & YAHNKE INC 87,088 88,528 2% 2019-12-31
Advisor Group, Inc. 84,386 84,768 0% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 80,203 78,448 2% 2019-12-31
Caption Management, LLC 80,000 0 New Buy 2019-12-31
VALICENTI ADVISORY SERVICES INC 79,437 78,808 1% 2019-12-31
Janney Montgomery Scott LLC 74,440 74,575 0% 2019-12-31
BB&T CORP 69,657 0 New Buy 2019-12-31
STIFEL FINANCIAL CORP 201 201 No Change 2019-12-31
Baltimore-Washington Financial Advisors, Inc. 68,092 65,700 4% 2019-12-31
DAFNA Capital Management LLC 64,900 64,900 No Change 2019-12-31
Main Management LLC 61,902 307,216 80% 2019-12-31
NEVILLE RODIE & SHAW INC 61,802 62,952 2% 2019-12-31
Calamos Advisors LLC 61,635 33,730 83% 2019-12-31
MML INVESTORS SERVICES, LLC 60,796 44,947 35% 2019-12-31
HighTower Advisors, LLC 59,356 59,273 0% 2019-12-31
NORTHERN TRUST CORP 59,043 62,001 5% 2019-12-31
Financial Network 58,904 58,612 0% 2019-12-31
Blume Capital Management, Inc. 58,583 64,638 9% 2019-12-31
NTV ASSET MANAGEMENT LLC 58,532 58,247 0% 2019-12-31
HOWARD CAPITAL MANAGEMENT 56,806 58,065 2% 2019-12-31
DEUTSCHE BANK AG 55,919 627,832 91% 2019-12-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 54,811 54,551 0% 2019-12-31
Madison Asset Management, LLC 54,750 0 New Buy 2019-12-31
Tower Research Capital LLC 54,618 135,670 60% 2019-12-31
TOTH FINANCIAL ADVISORY CORP 54,490 54,429 0% 2019-12-31
FORBES J M & CO LLP 53,070 49,288 8% 2019-12-31
APPLETON PARTNERS INC/MA 52,762 53,402 1% 2019-12-31
Alpha Cubed Investments, LLC 51,378 36,347 41% 2019-12-31
PINNACLE ASSOCIATES LTD 50,924 50,749 0% 2019-12-31
Colonial Asset Management, Inc. 47,652 48,222 1% 2019-12-31
Wealthstreet Investment Advisors, LLC 1,190 1,240 4% 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46,014 29,473 56% 2019-12-31
CHURCHILL MANAGEMENT GROUP /CA/ 45,236 0 New Buy 2019-12-31
KCM INVESTMENT ADVISORS LLC 45,071 48,126 6% 2019-12-31
Cavalier Investments 44,667 0 New Buy 2019-12-31
Virtu Financial LLC 44,661 44,223 1% 2019-12-31
Crescent Grove Advisors, LLC 44,487 45,008 1% 2019-12-31
Amia Capital LLP 44,439 0 New Buy 2019-12-31
Steward Partners Investment Advisory, LLC 43,891 40,521 8% 2019-12-31
MOTCO 43,841 43,139 2% 2019-12-31
Avondale Wealth Management 43,665 43,625 0% 2019-12-31
BANK OF MONTREAL /CAN/ 41,953 46,243 9% 2019-12-31
Creative Planning 41,370 36,106 15% 2019-12-31
HRT FINANCIAL LLC 41,193 81,488 49% 2019-12-31
Bank of New York Mellon CORP 40,703 41,944 3% 2019-12-31
Bellecapital International Ltd. 40,381 42,395 5% 2019-12-31
MADISON WEALTH MANAGEMENT 40,356 0 New Buy 2019-12-31
HARBOUR INVESTMENT MANAGEMENT LLC 40,255 40,335 0% 2019-12-31
SYMMETRY PEAK MANAGEMENT LLC 40,000 0 New Buy 2019-12-31
BANQUE PICTET & CIE SA 39,660 39,660 No Change 2019-12-31
Ashfield Capital Partners, LLC 39,500 43,904 10% 2019-12-31
CHESLEY TAFT & ASSOCIATES LLC/IL 39,044 39,094 0% 2019-12-31
Hambrecht & Quist Capital Management LLC 38,834 18,914 105% 2019-12-31
BROWN ADVISORY HOLDINGS INC 38,705 39,825 3% 2019-12-31
D. E. Shaw & Co., INC. (David E. Shaw) 38,250 0 New Buy 2019-12-31
NBT BANK N A /NY 37,298 36,096 3% 2019-12-31
PEAPACK GLADSTONE FINANCIAL CORP 12,645 52,069 76% 2019-12-31
Private Advisor Group, LLC 36,066 90,529 60% 2019-12-31
OPPENHEIMER & CO INC 35,433 36,335 2% 2019-12-31
CAPROCK Group, Inc. 35,055 45,992 24% 2019-12-31
HARBOR ADVISORY CORP /MA/ 34,531 35,156 2% 2019-12-31
Parsec Financial Management, Inc. 34,481 37,268 7% 2019-12-31
BOURGEON CAPITAL MANAGEMENT LLC 33,876 34,846 3% 2019-12-31
Mirador Capital Partners LP 33,049 0 New Buy 2019-12-31
Hikari Power Ltd 32,510 32,510 No Change 2019-12-31
Walleye Trading LLC 32,300 22,000 47% 2019-12-31
Financial Partners Group, Inc 31,750 31,921 1% 2019-12-31
SP Asset Management 31,367 31,034 1% 2019-12-31
Sandy Spring Bank 31,067 31,147 0% 2019-12-31
Atlantic Trust Group, LLC 30,259 30,157 0% 2019-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14,390 4,160 246% 2019-12-31
Analyst IMS Investment Management Services Ltd. 29,848 25,248 18% 2019-12-31
FIDUCIARY TRUST CO 29,832 30,332 2% 2019-12-31
MARTIN & CO INC /TN/ 29,633 32,243 8% 2019-12-31
Orion Portfolio Solutions, LLC 29,446 0 New Buy 2019-12-31
LUCAS CAPITAL MANAGEMENT 29,353 0 New Buy 2019-12-31
Gerber Kawasaki Wealth & Investment Management 29,237 35,120 17% 2019-12-31
Nan Shan Life Insurance Co., Ltd. 29,000 59,000 51% 2019-12-31
EATON VANCE MANAGEMENT 28,925 29,301 1% 2019-12-31
WELLINGTON MANAGEMENT CO LLP 28,408 30,108 6% 2019-12-31
RT Capital Management, LLC 28,109 28,166 0% 2019-12-31
KEYBANK NATIONAL ASSOCIATION/OH 27,910 28,759 3% 2019-12-31
Kovitz Investment Group Partners, LLC 26,602 28,694 7% 2019-12-31
Busey Trust CO 174 26,666 99% 2019-12-31
Windsor Creek Advisors, LLC 25,604 23,642 8% 2019-12-31
SlateStone Wealth, LLC 25,350 25,875 2% 2019-12-31
Ferris Capital, LLC 24,314 24,314 No Change 2019-12-31
DAVENPORT & CO LLC 23,748 23,085 3% 2019-12-31
MURPHY CAPITAL MANAGEMENT INC 23,689 24,759 4% 2019-12-31
MCMILLION CAPITAL MANAGEMENT INC 23,669 23,765 0% 2019-12-31
GLENMEDE TRUST CO NA 23,260 8,123 186% 2019-12-31
Telos Capital Management, Inc. 22,884 22,246 3% 2019-12-31
Mawer Investment Management Ltd. 22,804 0 New Buy 2019-12-31
First Allied Advisory Services, Inc. 22,690 23,555 4% 2019-12-31
Private Wealth Strategies, L.L.C. 22,481 0 New Buy 2019-12-31
HPM Partners LLC 22,180 18,472 20% 2019-12-31
Bay Rivers Group 22,115 0 New Buy 2019-12-31
First Light Asset Management, LLC 21,248 21,248 No Change 2019-12-31
Rockefeller Capital Management L.P. 21,222 14,454 47% 2019-12-31
Intellectus Partners, LLC 21,220 20,659 3% 2019-12-31
ASSOCIATED BANC-CORP 21,097 22,688 7% 2019-12-31
Adviser Investments LLC 20,596 20,239 2% 2019-12-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 20,333 20,488 1% 2019-12-31
Ariel Capital Advisors, LLC 20,220 20,142 0% 2019-12-31
Hochman Cole Investment Advisors, Inc. 20,115 19,268 4% 2019-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 20,000 0 New Buy 2019-12-31
Atlas Principals, LLC 20,000 0 New Buy 2019-12-31
STEPHENS INC /AR/ 19,717 17,622 12% 2019-12-31
Clarity Wealth Advisors, LLC 19,686 0 New Buy 2019-12-31
1ST SOURCE BANK 19,541 19,473 0% 2019-12-31
Mirae Asset Global Investments Co., Ltd. 19,022 26,140 27% 2019-12-31
SOL Capital Management CO 18,701 18,701 No Change 2019-12-31
FIFTH THIRD BANCORP 18,516 20,910 11% 2019-12-31
Lido Advisors, LLC 18,328 15,501 18% 2019-12-31
US BANCORP DE 18,226 16,530 10% 2019-12-31
NAVELLIER & ASSOCIATES INC 17,677 0 New Buy 2019-12-31
COHEN & STEERS INC 17,201 31,691 46% 2019-12-31
AMARILLO NATIONAL BANK 16,655 16,655 No Change 2019-12-31
FIRST TRUST ADVISORS LP 16,456 16,181 2% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 16,448 13,270 24% 2019-12-31
1 NORTH WEALTH SERVICES LLC 16,117 15,743 2% 2019-12-31
NWI MANAGEMENT LP 16,000 0 New Buy 2019-12-31
Equitable Holdings, Inc. 15,667 0 New Buy 2019-12-31
Graves-Light Private Wealth Management, Inc. 15,581 15,581 No Change 2019-12-31
Ellis Investment Partners, LLC 15,328 14,941 3% 2019-12-31
BLAIR WILLIAM & CO/IL 14,871 15,435 4% 2019-12-31
Paradigm Financial Advisors, LLC 14,784 18,992 22% 2019-12-31
SYNOVUS FINANCIAL CORP 14,771 14,890 1% 2019-12-31
BTR CAPITAL MANAGEMENT INC 14,720 0 New Buy 2019-12-31
Windham Capital Management, LLC 14,700 14,700 No Change 2019-12-31
Towercrest Capital Management 14,618 15,118 3% 2019-12-31
Hamilton Wealth, LLC 14,457 0 New Buy 2019-12-31
Winfield Associates, Inc. 14,367 16,077 11% 2019-12-31
Clark Capital Management Group, Inc. 14,347 0 New Buy 2019-12-31
Multi-Financial Securities Corp 14,147 31,186 55% 2019-12-31
COMMERZBANK AKTIENGESELLSCHAFT /FI 14,090 268,270 95% 2019-12-31
WESBANCO BANK INC 13,814 13,814 No Change 2019-12-31
Torch Wealth Management LLC 13,758 13,683 1% 2019-12-31
HSBC HOLDINGS PLC 13,752 70,372 80% 2019-12-31
New England Private Wealth Advisors LLC 13,746 14,468 5% 2019-12-31
Spears Abacus Advisors LLC 13,704 13,704 No Change 2019-12-31
BOSTON RESEARCH & MANAGEMENT INC 13,434 13,284 1% 2019-12-31
Strategic Wealth Advisors Group,Inc. 13,352 14,004 5% 2019-12-31
Traynor Capital Management, Inc. 13,337 13,918 4% 2019-12-31
National Asset Management, Inc. 13,316 13,200 1% 2019-12-31
Mutual Advisors, LLC 13,261 12,611 5% 2019-12-31
Quaker Wealth Management, LLC 13,116 0 New Buy 2019-12-31
AE Wealth Management LLC 12,827 12,288 4% 2019-12-31
H D Vest Advisory Services 12,650 2,870 341% 2019-12-31
ARDSLEY ADVISORY PARTNERS 12,500 0 New Buy 2019-12-31
CAMBRIDGE TRUST CO 12,419 14,094 12% 2019-12-31
VERITY Wealth Advisors 12,404 12,404 No Change 2019-12-31
FIRST MERCHANTS CORP 12,220 12,220 No Change 2019-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,915 12,926 8% 2019-12-31
BP WEALTH MANAGEMENT, LLC 11,658 6,459 80% 2019-12-31
Sculati Wealth Management, LLC 11,416 0 New Buy 2019-12-31
Beaumont Financial Partners, LLC 11,298 0 New Buy 2019-12-31
WEBSTER BANK, N. A. 11,131 12,016 7% 2019-12-31
Acropolis Investment Management, LLC 11,120 11,170 0% 2019-12-31
Prime Capital Investment Advisors, LLC 11,075 0 New Buy 2019-12-31
CALTON & ASSOCIATES, INC. 10,957 11,351 3% 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 10,869 8,977 21% 2019-12-31
Family Firm, Inc. 10,832 10,447 4% 2019-12-31
Capital Investment Advisors, LLC 10,826 11,711 8% 2019-12-31
MOODY LYNN & CO/ 10,825 10,825 No Change 2019-12-31
MYCIO WEALTH PARTNERS, LLC 10,816 10,705 1% 2019-12-31
NN Investment Partners Holdings N.V. 10,685 11,284 5% 2019-12-31
GARRISON POINT ADVISORS, LLC 10,616 10,676 1% 2019-12-31
Centric Wealth Management 10,512 0 New Buy 2019-12-31
RB Capital Management, LLC 10,202 0 New Buy 2019-12-31
DT Investment Partners, LLC 10,166 0 New Buy 2019-12-31
FMR LLC 2 4 50% 2019-12-31
BRONFMAN E.L. ROTHSCHILD, L.P. 10,019 10,019 No Change 2019-12-31
PROFFITT & GOODSON INC 9,998 9,588 4% 2019-12-31
Steel Peak Wealth Management LLC 9,822 0 New Buy 2019-12-31
Stratos Wealth Partners, LTD. 9,782 147 6,554% 2019-12-31
Lehman & Derafelo Financial Resources LLC 9,548 9,648 1% 2019-12-31
Shulman DeMeo Asset Management LLC 9,386 9,744 4% 2019-12-31
Daiwa Securities Group Inc. 9,212 6,665 38% 2019-12-31
COURIER CAPITAL CORP 9,009 9,009 No Change 2019-12-31
THRIVENT FINANCIAL FOR LUTHERANS 8,903 9,117 2% 2019-12-31
SECURITY NATIONAL BANK OF SO DAK 8,665 8,517 2% 2019-12-31
Hanson Investment Management 8,648 8,577 1% 2019-12-31
PARK AVENUE SECURITIES LLC 8,601 4,183 106% 2019-12-31
Moors & Cabot, Inc. 8,588 38,803 78% 2019-12-31
JOHNSON INVESTMENT COUNSEL INC 8,566 8,058 6% 2019-12-31
Patriot Investment Management Inc. 8,564 8,562 0% 2019-12-31
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 8,499 8,489 0% 2019-12-31
PACIFIC SUN FINANCIAL CORP 8,404 8,754 4% 2019-12-31
Financial Advocates Investment Management 8,327 8,876 6% 2019-12-31
Kelman-Lazarov, Inc. 8,318 8,443 1% 2019-12-31
HBK INVESTMENTS L P 8,300 0 New Buy 2019-12-31
Integrated Advisors Network LLC 8,192 0 New Buy 2019-12-31
UNIONBANCAL CORP 8,026 8,026 No Change 2019-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 800 800 No Change 2019-12-31
Voya Financial Advisors, Inc. 7,878 6,214 27% 2019-12-31
Belpointe Asset Management LLC 7,178 0 New Buy 2019-12-31
SCOTIA CAPITAL INC. 7,808 10,791 28% 2019-12-31
CWM, LLC 7,790 9,502 18% 2019-12-31
BRANDYWINE OAK PRIVATE WEALTH LLC 7,765 8,621 10% 2019-12-31
United Asset Strategies, Inc. 7,748 7,872 2% 2019-12-31
Starfire Investment Advisers, Inc. 7,605 7,605 No Change 2019-12-31
Danda Trouve Investment Management, Inc. 7,593 0 New Buy 2019-12-31
BANK HAPOALIM BM 7,360 8,074 9% 2019-12-31
IFP Advisors, Inc 7,307 7,446 2% 2019-12-31
Quantbot Technologies LLC 7,300 5,031 45% 2019-12-31
Sawtooth Asset Management, Inc. 7,299 4,505 62% 2019-12-31
WHITTIER TRUST CO 7,234 7,234 No Change 2019-12-31
Oscan Associates Inc. 7,209 8,034 10% 2019-12-31
Madden Advisory Services, Inc. 7,185 7,185 No Change 2019-12-31
Botty Investors LLC 7,140 7,635 6% 2019-12-31
Florin Court Capital LLP 7,100 0 New Buy 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 7,067 0 New Buy 2019-12-31
LINCOLN NATIONAL CORP 6,989 5,378 30% 2019-12-31
Iwamoto, Kong & Co., Inc. 6,965 6,015 16% 2019-12-31
Shepherd Financial Partners LLC 6,878 6,878 No Change 2019-12-31
King Wealth Management Group, LLC 6,759 6,365 6% 2019-12-31
NWAM LLC 6,658 6,649 0% 2019-12-31
Coastline Trust CO 6,585 6,585 No Change 2019-12-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,525 6,525 No Change 2019-12-31
Advisory Services Network, LLC 6,491 6,285 3% 2019-12-31
NEXT Financial Group, Inc 5,711 4,550 26% 2019-12-31
Pinnacle Wealth Management Advisory Group, LLC 6,470 6,470 No Change 2019-12-31
Mathes Company, Inc. 6,440 6,515 1% 2019-12-31
Proficio Capital Partners LLC 6,300 6,300 No Change 2019-12-31
TRUST CO OF VIRGINIA /VA 6,271 7,771 19% 2019-12-31
Blue Fin Capital, Inc. 6,154 5,348 15% 2019-12-31
LPWM LLC 6,151 0 New Buy 2019-12-31
Abbot Financial Management, Inc. 6,137 6,262 2% 2019-12-31
New Potomac Partners, LLC 6,135 7,375 17% 2019-12-31
REGIONS FINANCIAL CORP 6,088 6,578 7% 2019-12-31
Sigma Planning Corp 6,051 6,174 2% 2019-12-31
J.W. COLE ADVISORS, INC. 6,051 0 New Buy 2019-12-31
Clearbridge Advisors, LLC 6,025 5,825 3% 2019-12-31
Fernwood Investment Management, LLC 6,016 6,141 2% 2019-12-31
Modera Wealth Management, LLC 5,933 6,048 2% 2019-12-31
Harbour Capital Advisors, LLC 5,879 6,589 11% 2019-12-31
Laidlaw Wealth Management LLC 5,777 0 New Buy 2019-12-31
Mechanics Bank Trust Department 5,750 5,750 No Change 2019-12-31
ALERUS FINANCIAL NA 5,698 5,943 4% 2019-12-31
DEARBORN PARTNERS LLC 5,673 5,999 5% 2019-12-31
Community Financial Services Group, LLC 5,663 6,103 7% 2019-12-31
INGALLS & SNYDER LLC 5,596 5,849 4% 2019-12-31
WEALTHSOURCE PARTNERS, LLC 5,585 5,730 3% 2019-12-31
CIBC World Markets Inc. 5,553 10,432 47% 2019-12-31
Thomas J. Herzfeld Advisors, Inc. 5,550 5,550 No Change 2019-12-31
Northstar Group, Inc. 5,543 5,943 7% 2019-12-31
CITIZENS & NORTHERN CORP 5,495 0 New Buy 2019-12-31
Weil Company, Inc. 5,480 5,210 5% 2019-12-31
IFG Advisory, LLC 5,473 5,697 4% 2019-12-31
CONTINENTAL ADVISORS LLC 5,400 5,400 No Change 2019-12-31
PIER 88 INVESTMENT PARTNERS LLC 5,400 0 New Buy 2019-12-31
Van Cleef Asset Management,Inc 5,345 0 New Buy 2019-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 5,337 2,391 123% 2019-12-31
Princeton Global Asset Management LLC 5,315 4,775 11% 2019-12-31
VALLEY NATIONAL ADVISERS INC 5,244 5,364 2% 2019-12-31
SMITH, MOORE & CO. 5,214 5,614 7% 2019-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,845 4,690 3% 2019-12-31
FormulaFolio Investments, LLC 4,829 4,732 2% 2019-12-31
Ambassador Advisors, LLC 4,738 4,738 No Change 2019-12-31
SUMITOMO MITSUI FINANCIAL GROUP, INC. 4,719 3,319 42% 2019-12-31
Renaissance Technologies(Jim Simons) 4,700 0 New Buy 2019-12-31
Integrated Wealth Concepts LLC 4,606 0 New Buy 2019-12-31
Goss Wealth Management LLC 4,557 4,840 6% 2019-12-31
Psagot Investment House Ltd. 4,545 5,200 13% 2019-12-31
Q3 Asset Management 4,525 0 New Buy 2019-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,416 4,561 3% 2019-12-31
Hikari Tsushin, Inc. 4,380 4,380 No Change 2019-12-31
BAILARD, INC. 4,352 4,539 4% 2019-12-31
AMERITAS INVESTMENT CORP 4,306 7,402 42% 2019-12-31
CITIZENS FINANCIAL GROUP INC/RI 0 4,433 Sold Out 2019-12-31
CARRET ASSET MANAGEMENT 4,210 3,478 21% 2019-12-31
LIBERTY WEALTH MANAGEMENT LLC 4,198 3,875 8% 2019-12-31
LCNB CORP 4,174 4,374 5% 2019-12-31
Carroll Financial Associates, Inc. 4,160 4,410 6% 2019-12-31
Aft, Forsyth & Company, Inc. 4,154 4,029 3% 2019-12-31
BBVA USA BANCSHARES INC 4,112 4,020 2% 2019-12-31
Wharton Business Group, LLC 4,020 2,070 94% 2019-12-31
Founders Capital Management 4,020 3,271 23% 2019-12-31
COMPTON CAPITAL MANAGEMENT INC /RI 4,004 0 New Buy 2019-12-31
Head & Associates, LLC 3,998 3,998 No Change 2019-12-31
NORTHSTAR ASSET MANAGEMENT LLC 3,960 4,160 5% 2019-12-31
Valeo Financial Advisors, LLC 3,945 990 298% 2019-12-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,932 0 New Buy 2019-12-31
Penbrook Management LLC 3,900 3,900 No Change 2019-12-31
OPTIMUM INVESTMENT ADVISORS 3,854 3,864 0% 2019-12-31
NORTHSTAR WEALTH PARTNERS LLC 3,843 5,672 32% 2019-12-31
Baldwin Investment Management, LLC 3,805 3,850 1% 2019-12-31
PROEQUITIES, INC. 3,795 1,821 108% 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 3,772 526 617% 2019-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 3,747 3,856 3% 2019-12-31
Parallel Advisors, LLC 3,726 3,172 17% 2019-12-31
Northeast Financial Consultants Inc 3,725 3,725 No Change 2019-12-31
N.E.W. Advisory Services LLC 3,717 0 New Buy 2019-12-31
Glassman Wealth Services 3,716 3,566 4% 2019-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 3,715 3,810 2% 2019-12-31
Titus Wealth Management 3,644 4,602 21% 2019-12-31
Maltin Wealth Management, Inc. 3,632 0 New Buy 2019-12-31
Hudock Moyer Wealth Resources, LLC 3,631 3,471 5% 2019-12-31
Evanson Asset Management, LLC 3,627 3,627 No Change 2019-12-31
CENTAURUS FINANCIAL, INC. 3,604 2,367 52% 2019-12-31
HUNTINGTON NATIONAL BANK 3,597 3,597 No Change 2019-12-31
Kistler-Tiffany Companies, LLC 3,597 5,934 39% 2019-12-31
Bayesian Capital Management, LP 3,572 0 New Buy 2019-12-31
Vigilant Capital Management, LLC 3,555 3,555 No Change 2019-12-31
INVESTMENT MANAGEMENT OF VIRGINIA LLC 3,500 3,500 No Change 2019-12-31
Yale Capital CORP 3,478 3,478 No Change 2019-12-31
Ifrah Financial Services, Inc. 3,422 0 New Buy 2019-12-31
Atlanta Capital Group 3,380 3,991 15% 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 3,318 3,785 12% 2019-12-31
Simmons Bank 3,215 5,095 37% 2019-12-31
MEANS INVESTMENT CO., INC. 3,202 3,199 0% 2019-12-31
GRIFFIN ASSET MANAGEMENT, INC. 3,165 3,165 No Change 2019-12-31
UNITED BANK /VA/ 3,141 3,141 No Change 2019-12-31
PAX Financial Group, LLC 3,114 0 New Buy 2019-12-31
JOHN G ULLMAN & ASSOCIATES INC 3,100 2,900 7% 2019-12-31
MARCO INVESTMENT MANAGEMENT LLC 3,095 3,095 No Change 2019-12-31
Stratos Wealth Advisors, LLC 3,077 3,183 3% 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 3,068 3,359 9% 2019-12-31
Gladstone Institutional Advisory LLC 3,003 3,070 2% 2019-12-31
TSFG, LLC 3,001 0 New Buy 2019-12-31
Allianz Asset Management AG 3,000 3,000 No Change 2019-12-31
SEI INVESTMENTS CO 3,000 3,000 No Change 2019-12-31
Banque Cantonale Vaudoise 2,990 0 New Buy 2019-12-31
Perigon Wealth Management, LLC 2,982 2,392 25% 2019-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 2,980 3,000 1% 2019-12-31
CHARTER TRUST CO 2,959 4,550 35% 2019-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 2,956 3,122 5% 2019-12-31
Morris Capital Advisors, LLC 2,955 0 New Buy 2019-12-31
Arete Wealth Advisors, LLC 2,899 0 New Buy 2019-12-31
Fulton Breakefield Broenniman LLC 2,878 2,878 No Change 2019-12-31
KMG FIDUCIARY PARTNERS, LLC 2,869 7,339 61% 2019-12-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 2,856 2,956 3% 2019-12-31
Csenge Advisory Group 2,836 0 New Buy 2019-12-31
KANAWHA CAPITAL MANAGEMENT LLC 2,826 0 New Buy 2019-12-31
Brick & Kyle, Associates 2,825 0 New Buy 2019-12-31
Sheaff Brock Investment Advisors, LLC 2,818 3,113 9% 2019-12-31
WEDBUSH MORGAN SECURITIES INC 2,796 3,252 14% 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 2,760 2,760 No Change 2019-12-31
Burns Wealth Management, Inc. 2,755 3,205 14% 2019-12-31
DAVIDSON D A & CO 2,753 2,977 8% 2019-12-31
Neumann Capital Management, LLC 2,702 3,658 26% 2019-12-31
KLINGENSTEIN FIELDS & CO LLC 2,680 2,680 No Change 2019-12-31
Neuberger Berman Group LLC 2,663 2,638 1% 2019-12-31
PINNACLE FINANCIAL PARTNERS INC 2,661 2,661 No Change 2019-12-31
InterOcean Capital, LLC 2,625 2,625 No Change 2019-12-31
Strategic Family Wealth Counselors, L.L.C. 2,609 2,743 5% 2019-12-31
Wealthcare Advisory Partners LLC 2,599 2,448 6% 2019-12-31
Blue Chip Wealth Management, Inc. 2,592 2,590 0% 2019-12-31
Alpine Partners VI, LLC 2,563 0 New Buy 2019-12-31
Essex Savings Bank 2,543 2,543 No Change 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 2,535 2,265 12% 2019-12-31
Pictet North America Advisors SA 2,530 2,530 No Change 2019-12-31
SIGNATUREFD, LLC 2,526 1,101 129% 2019-12-31
RMB Capital Management, LLC 2,506 3,314 24% 2019-12-31
Broadleaf Partners, LLC 2,504 2,504 No Change 2019-12-31
ATRIA INVESTMENTS LLC 2,467 0 New Buy 2019-12-31
Cetera Investment Advisers 2,452 3,611 32% 2019-12-31
Global Endowment Management, LP 2,450 2,450 No Change 2019-12-31
Aldebaran Financial Inc. 2,450 2,450 No Change 2019-12-31
Kovack Advisors, Inc. 2,430 3,679 34% 2019-12-31
Surevest Inc. 2,406 3,288 27% 2019-12-31
Keystone Financial Group 2,403 0 New Buy 2019-12-31
WATERS PARKERSON & CO INC 2,400 2,511 4% 2019-12-31
Solstein Capital, LLC 2,395 0 New Buy 2019-12-31
EAGLE GLOBAL ADVISORS LLC 2,385 2,385 No Change 2019-12-31
Edgestream Partners, L.P. 2,364 0 New Buy 2019-12-31
Financial Advisors, LLC 2,361 2,443 3% 2019-12-31
American Research & Management Co. 2,360 2,360 No Change 2019-12-31
SeaCrest Wealth Management, LLC 2,359 2,445 4% 2019-12-31
Connecticut Wealth Management, LLC 2,355 2,451 4% 2019-12-31
Meridian Wealth Advisors, LLC 2,345 2,345 No Change 2019-12-31
Joseph P. Lucia & Associates, LLC 2,319 2,319 No Change 2019-12-31
Sound View Wealth Advisors Group, LLC 2,312 2,571 10% 2019-12-31
Independent Advisor Alliance 2,301 0 New Buy 2019-12-31
ST GERMAIN D J CO INC 2,292 2,352 3% 2019-12-31
Keebeck Alpha, LP 2,268 0 New Buy 2019-12-31
Canton Hathaway, LLC 2,247 2,247 No Change 2019-12-31
HYMAN CHARLES D 2,233 0 New Buy 2019-12-31
Patten Group, Inc. 2,232 2,232 No Change 2019-12-31
Cypress Wealth Services, LLC 2,228 2,200 1% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 2,225 2,225 No Change 2019-12-31
WELCH & FORBES LLC 2,220 2,220 No Change 2019-12-31
IHT Wealth Management, LLC 2,220 4,701 53% 2019-12-31
Maryland Capital Management, LLC 2,205 2,205 No Change 2019-12-31
DUNCKER STREETT & CO INC 2,203 2,203 No Change 2019-12-31
Pratt Collard Advisory Partners LLC 2,175 2,325 6% 2019-12-31
Stearns Financial Services Group 2,174 2,174 No Change 2019-12-31
BANK OF NOVA SCOTIA / 2,169 2,169 No Change 2019-12-31
Essex Financial Services, Inc. 2,163 0 New Buy 2019-12-31
Principle Wealth Partners LLC 0 2,153 Sold Out 2019-12-31
Western Wealth Management, LLC 2,133 2,537 16% 2019-12-31
Castle Rock Wealth Management, LLC 2,117 2,130 1% 2019-12-31
Regent Peak Wealth Advisors LLC 2,105 0 New Buy 2019-12-31
SMH CAPITAL INC. 2,100 0 New Buy 2019-12-31
FineMark National Bank & Trust 2,064 0 New Buy 2019-12-31
WHITENER CAPITAL MANAGEMENT, INC. 2,060 2,060 No Change 2019-12-31
MONTAG A & ASSOCIATES INC 2,050 2,140 4% 2019-12-31
Magnus Financial Group LLC 2,042 2,042 No Change 2019-12-31
Laurel Wealth Advisors, Inc. 1,986 0 New Buy 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 1,957 2,107 7% 2019-12-31
USCA RIA LLC 1,950 1,950 No Change 2019-12-31
LLBH Private Wealth Management, LLC 1,950 0 New Buy 2019-12-31
MEITAV DASH INVESTMENTS LTD 1,941 6,050 68% 2019-12-31
CAPITAL MANAGEMENT CORP /VA 1,940 0 New Buy 2019-12-31
CHATHAM CAPITAL GROUP, INC. 1,929 0 New Buy 2019-12-31
FIERA SCEPTRE INC. 1,915 0 New Buy 2019-12-31
CAPITAL FUND MANAGEMENT S.A. 1,900 0 New Buy 2019-12-31
Private Wealth Advisors, Inc. 1,879 2,104 11% 2019-12-31
Moloney Securities Asset Management, LLC 1,865 0 New Buy 2019-12-31
Dynamic Advisors Solutions LLC 1,859 0 New Buy 2019-12-31
GRT CAPITAL PARTNERS LLC 1,856 0 New Buy 2019-12-31
LVW Advisors, LLC 1,848 0 New Buy 2019-12-31
Asset Management Group, Inc. 1,836 0 New Buy 2019-12-31
Koshinski Asset Management, Inc. 1,816 0 New Buy 2019-12-31
Diligent Investors, LLC 1,801 4,501 60% 2019-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 1,800 0 New Buy 2019-12-31
BAR HARBOR TRUST SERVICES 1,793 0 New Buy 2019-12-31
Menard Financial Group LLC 1,792 0 New Buy 2019-12-31
Peak Financial Management, Inc. 1,780 0 New Buy 2019-12-31
Personal Resources Investment & Strategic Management, Inc. 1,772 0 New Buy 2019-12-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 1,762 0 New Buy 2019-12-31
HBW Advisory Services LLC 1,761 0 New Buy 2019-12-31
Emerald Advisors, LLC 1,731 0 New Buy 2019-12-31
Procyon Private Wealth Partners, LLC 1,707 0 New Buy 2019-12-31
Venturi Wealth Management, LLC 1,704 2,088 18% 2019-12-31
Private Portfolio Partners LLC 1,702 2,302 26% 2019-12-31
FINANCIAL COUNSELORS INC 1,701 0 New Buy 2019-12-31
Investors Financial Group, LLC 1,700 0 New Buy 2019-12-31
Barrett Asset Management, LLC 1,680 1,680 No Change 2019-12-31
Rossmore Private Capital 1,674 0 New Buy 2019-12-31
SECURITY NATIONAL TRUST CO 1,500 1,500 No Change 2019-12-31
Coastal Capital Group, Inc. 1,500 1,500 No Change 2019-12-31
Pacitti Group Inc. 1,485 0 New Buy 2019-12-31
HORIZON BANCORP /IN/ 1,457 0 New Buy 2019-12-31
NVWM, LLC 1,401 1,401 No Change 2019-12-31
BESSEMER GROUP INC 1,382 1,382 No Change 2019-12-31
Raab & Moskowitz Asset Management LLC 1,364 0 New Buy 2019-12-31
Global Retirement Partners, LLC 1,328 2,963 55% 2019-12-31
Jacobi Capital Management LLC 1,292 1,280 1% 2019-12-31
Coastal Investment Advisors, Inc. 1,279 1,534 17% 2019-12-31
Mine & Arao Wealth Creation & Management, LLC. 1,200 0 New Buy 2019-12-31
Bollard Group LLC 1,181 1,180 0% 2019-12-31
Winch Advisory Services, LLC 1,176 2,145 45% 2019-12-31
PITTENGER & ANDERSON INC 1,140 1,140 No Change 2019-12-31
VERUS CAPITAL PARTNERS, LLC 1,125 0 New Buy 2019-12-31
Samalin Investment Counsel, LLC 1,123 0 New Buy 2019-12-31
Sowell Financial Services LLC 1,087 1,087 No Change 2019-12-31
HCR Wealth Advisors 1,080 0 New Buy 2019-12-31
Stratford Consulting, LLC 1,053 0 New Buy 2019-12-31
CFM WEALTH PARTNERS LLC 1,039 0 New Buy 2019-12-31
Capital Analysts, Inc. 1,016 987 3% 2019-12-31
Kingsview Wealth Management, LLC 500 0 New Buy 2019-12-31
QUATTRO FINANCIAL ADVISORS LLC 1,012 2,047 51% 2019-12-31
HARBOR INVESTMENT ADVISORY, LLC 1,005 0 New Buy 2019-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 987 992 1% 2019-12-31
LeJeune Puetz Investment Counsel LLC 980 0 New Buy 2019-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 972 972 No Change 2019-12-31
AllSquare Wealth Management LLC 933 933 No Change 2019-12-31
Asset Dedication, LLC 900 900 No Change 2019-12-31
BROWN BROTHERS HARRIMAN & CO 859 859 No Change 2019-12-31
Independence Advisors, LLC 840 0 New Buy 2019-12-31
EPG Wealth Management LLC 820 0 New Buy 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 812 947 14% 2019-12-31
CBIZ Investment Advisory Services, LLC 810 0 New Buy 2019-12-31
Patriot Financial Group Insurance Agency, LLC 806 1,030 22% 2019-12-31
Pacific Center for Financial Services 777 668 16% 2019-12-31
AlphaCore Capital LLC 761 0 New Buy 2019-12-31
CT Mason 750 750 No Change 2019-12-31
First Personal Financial Services 744 1,389 46% 2019-12-31
Bedel Financial Consulting, Inc. 741 741 No Change 2019-12-31
FinTrust Capital Advisors, LLC 738 738 No Change 2019-12-31
AUA CAPITAL MANAGEMENT, LLC 720 1,200 40% 2019-12-31
Biltmore Family Office, LLC 675 1,425 53% 2019-12-31
TFG Advisers LLC 652 0 New Buy 2019-12-31
Investment Research & Advisory Group, Inc. 642 0 New Buy 2019-12-31
Tarbox Group, Inc. 631 631 No Change 2019-12-31
Advisory Alpha, LLC 615 565 9% 2019-12-31
Tortoise Investment Management, LLC 603 603 No Change 2019-12-31
HighMark Wealth Management LLC 603 0 New Buy 2019-12-31
JAMES INVESTMENT RESEARCH INC 600 0 New Buy 2019-12-31
North Star Investment Management Corp. 600 600 No Change 2019-12-31
SMITHFIELD TRUST CO 600 600 No Change 2019-12-31
Burt Wealth Advisors 597 596 0% 2019-12-31
Intercontinental Wealth Advisors, LLC 565 580 3% 2019-12-31
Chevy Chase Trust Holdings, Inc. 550 0 New Buy 2019-12-31
MBM Wealth Consultants, LLC 543 603 10% 2019-12-31
Baystate Wealth Management LLC 527 527 No Change 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 525 525 No Change 2019-12-31
VAUGHAN AND COMPANY SECURITIES, INC. 525 0 New Buy 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 516 516 No Change 2019-12-31
McIlrath & Eck, LLC 512 0 New Buy 2019-12-31
SeaBridge Investment Advisors LLC 500 500 No Change 2019-12-31
FSA Wealth Management LLC 500 0 New Buy 2019-12-31
Community Bank, N.A. 495 495 No Change 2019-12-31
Kore Private Wealth LLC 491 0 New Buy 2019-12-31
Harel Insurance Investments & Financial Services Ltd. 480 480 No Change 2019-12-31
Front Row Advisors LLC 480 480 No Change 2019-12-31
Oakworth Capital, Inc. 475 475 No Change 2019-12-31
Allred Capital Management, LLC 450 0 New Buy 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 450 0 New Buy 2019-12-31
TOBIAS FINANCIAL ADVISORS, INC. 450 0 New Buy 2019-12-31
HOWARD WEALTH MANAGEMENT, LLC 402 0 New Buy 2019-12-31
KINGS POINT CAPITAL MANAGEMENT 400 0 New Buy 2019-12-31
Aptus Capital Advisors, LLC 396 35 1,031% 2019-12-31
Financial Architects, Inc 385 1,515 75% 2019-12-31
VESTOR CAPITAL CORP 380 415 8% 2019-12-31
MONETARY MANAGEMENT GROUP INC 375 375 No Change 2019-12-31
Fusion Family Wealth LLC 375 375 No Change 2019-12-31
Bell Rock Capital LLC 375 471 20% 2019-12-31
HM PAYSON & CO 357 327 9% 2019-12-31
AdvisorNet Financial, Inc 353 352 0% 2019-12-31
Clear Harbor Asset Management, LLC 345 0 New Buy 2019-12-31
Horan Capital Advisors, LLC. 345 345 No Change 2019-12-31
Private Capital Group, LLC 345 345 No Change 2019-12-31
Hanson McClain, Inc. 340 452 25% 2019-12-31
Cedar Wealth Management, LLC 336 0 New Buy 2019-12-31
QUADRANT CAPITAL GROUP LLC 335 0 New Buy 2019-12-31
TCI Wealth Advisors, Inc. 318 328 3% 2019-12-31
LAZARD ASSET MANAGEMENT LLC 315 315 No Change 2019-12-31
GSB Wealth Management, LLC 307 306 0% 2019-12-31
SCBT FINANCIAL CORP 301 301 No Change 2019-12-31
TRUST CO OF VERMONT 300 300 No Change 2019-12-31
Advanced Asset Management Advisors Inc 300 0 New Buy 2019-12-31
Pathstone Family Office, LLC 290 0 New Buy 2019-12-31
Institute for Wealth Management, LLC. 280 2,317 88% 2019-12-31
Evolution Wealth Advisors, LLC 275 540 49% 2019-12-31
Financial Advisory Service, Inc. 269 0 New Buy 2019-12-31
McKinley Carter Wealth Services, Inc. 240 0 New Buy 2019-12-31
NWK Group, Inc. 240 0 New Buy 2019-12-31
Massey, Quick & Co., LLC 228 228 No Change 2019-12-31
First National Bank of South Miami 225 225 No Change 2019-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 219 219 No Change 2019-12-31
Roble, Belko & Company, Inc 212 212 No Change 2019-12-31
TRUE Private Wealth Advisors 206 0 New Buy 2019-12-31
Sterling Investment Advisors, Ltd. 205 205 No Change 2019-12-31
Lighthouse Financial Advisors, Inc. 174 0 New Buy 2019-12-31
Bogart Wealth, LLC 201 201 No Change 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 185 0 New Buy 2019-12-31
SRS Capital Advisors, Inc. 182 182 No Change 2019-12-31
QUANTUM CAPITAL MANAGEMENT 180 180 No Change 2019-12-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 180 180 No Change 2019-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 165 165 No Change 2019-12-31
Great Diamond Partners, LLC 160 0 New Buy 2019-12-31
DeDora Capital, Inc. 156 0 New Buy 2019-12-31
GABLES CAPITAL MANAGEMENT INC. 156 156 No Change 2019-12-31
Parkside Financial Bank & Trust 151 149 1% 2019-12-31
Winslow, Evans & Crocker, Inc. 150 0 New Buy 2019-12-31
Sonora Investment Management, LLC 135 159 15% 2019-12-31
BALDWIN BROTHERS INC/MA 120 120 No Change 2019-12-31
FIRST INTERSTATE BANK 120 120 No Change 2019-12-31
Sowa Financial Group, Inc. 120 0 New Buy 2019-12-31
HBC Financial Services, PLLC 110 0 New Buy 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 105 0 New Buy 2019-12-31
Engrave Wealth Partners LLC 105 0 New Buy 2019-12-31
DELTA ASSET MANAGEMENT LLC/TN 102 102 No Change 2019-12-31
Stonebridge Capital Advisors LLC 102 60 70% 2019-12-31
Taylor Hoffman Wealth Management 100 100 No Change 2019-12-31
Migdal Insurance & Financial Holdings Ltd. 99 99 No Change 2019-12-31
Weaver Consulting Group 94 94 No Change 2019-12-31
Lionsbridge Wealth Management LLC 91 0 New Buy 2019-12-31
Private Ocean, LLC 90 90 No Change 2019-12-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 84 84 No Change 2019-12-31
Carmichael Hill & Associates, Inc. 84 0 New Buy 2019-12-31
TOMPKINS FINANCIAL CORP 75 75 No Change 2019-12-31
SALEM INVESTMENT COUNSELORS INC 75 1,075 93% 2019-12-31
Focused Wealth Management, Inc 75 75 No Change 2019-12-31
Riggs Asset Managment Co. Inc. 69 27 156% 2019-12-31
Armor Investment Advisors, LLC 67 67 No Change 2019-12-31
PSI Advisors, LLC 62 0 New Buy 2019-12-31
Atlas Private Wealth Management 60 0 New Buy 2019-12-31
Total Clarity Wealth Management, Inc. 58 0 New Buy 2019-12-31
BerganKDV Wealth Management, LLC 52 52 No Change 2019-12-31
OLD SECOND NATIONAL BANK OF AURORA 51 51 No Change 2019-12-31
Gierl Augustine Investment Management Inc 50 50 No Change 2019-12-31
ROPES WEALTH ADVISORS LLC 48 48 No Change 2019-12-31
ARLINGTON PARTNERS LLC 46 0 New Buy 2019-12-31
Larson Financial Group LLC 45 45 No Change 2019-12-31
CX Institutional 35 35 No Change 2019-12-31
Capital Asset Advisory Services LLC 34 0 New Buy 2019-12-31
1776 Wealth LLC 32 0 New Buy 2019-12-31
Cedar Mountain Advisors, LLC 31 0 New Buy 2019-12-31
HANSEATIC MANAGEMENT SERVICES INC 30 0 New Buy 2019-12-31
Summit Investment Advisors, Inc. 30 30 No Change 2019-12-31
Hartford Financial Management Inc. 30 30 No Change 2019-12-31
Family Management Corp 30 502 94% 2019-12-31
Norway Savings Bank 30 90 67% 2019-12-31
Lowe fs, LLC 25 25 No Change 2019-12-31
Providence Capital Advisors, LLC 15 0 New Buy 2019-12-31
Global Wealth Management Investment Advisory, Inc. 15 15 No Change 2019-12-31
MEEDER ASSET MANAGEMENT INC 13 13 No Change 2019-12-31
BDO Wealth Advisors, LLC 13 463 97% 2019-12-31
Prestige Wealth Management Group LLC 10 0 New Buy 2019-12-31
Global Financial Private Capital, LLC 7 7 No Change 2019-12-31
QCI ASSET MANAGEMENT INC/NY 3 3 No Change 2019-12-31
Semmax Financial Advisors Inc. 1 1 No Change 2019-12-31
Silicon Hills Wealth Management, LLC 1 0 New Buy 2019-12-31
M&T BANK CORP 0 8,948 Sold Out 2019-12-31
Geller Family Office Services, LLC 0 5,700 Sold Out 2019-12-31
HARVEST MANAGEMENT LLC 0 2,500 Sold Out 2019-12-31
ADAGE CAPITAL PARTNERS GP LLC 0 90,000 Sold Out 2019-12-31
NATIXIS 0 1,251,208 Sold Out 2019-12-31
TIG Advisors, LLC 0 75,000 Sold Out 2019-12-31
Marshall Wace LLP 0 1,294 Sold Out 2019-12-31
ORBIMED ADVISORS LLC 0 200,000 Sold Out 2019-12-31
Alyeska Investment Group, L.P. 0 100,000 Sold Out 2019-12-31
Mariner Wealth Advisors, LLC 0 13,088 Sold Out 2019-12-31
Nelson Roberts Investment Advisors, LLC 0 300 Sold Out 2019-12-31
Financial Advantage, Inc. 0 570 Sold Out 2019-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 0 5,640 Sold Out 2019-12-31
Ally Financial Inc. 0 50,000 Sold Out 2019-12-31
Amerivest Investment Management LLC 0 375 Sold Out 2019-12-31
Aspen Investment Management Inc 0 7,629 Sold Out 2019-12-31
Pennsylvania Trust Co 0 9,545 Sold Out 2019-12-31
TNB Financial 0 3,346 Sold Out 2019-12-31
Edge Wealth Management LLC 0 17,092 Sold Out 2019-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 0 64,950 Sold Out 2019-12-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC 0 8 Sold Out 2019-12-31
Syntal Capital Partners, LLC 0 10,725 Sold Out 2019-12-31
ROOF EIDAM & MAYCOCK/ADV 0 600 Sold Out 2019-12-31
Capital Planning Advisors, LLC 0 360 Sold Out 2019-12-31
PURA VIDA INVESTMENTS, LLC 0 1,092 Sold Out 2019-12-31
Cypress Capital Management LLC (WY) 0 25 Sold Out 2019-12-31
Bach Investment Advisors Ltd 0 2,210 Sold Out 2019-12-31
Cribstone Capital Management, LLC 0 165 Sold Out 2019-12-31
WOLVERINE TRADING, LLC 0 276,400 Sold Out 2019-12-31
Asset Planning Services, Ltd. 0 344 Sold Out 2019-12-31
Parkside Investments, LLC 0 27,399 Sold Out 2019-12-31
Vista Private Wealth Partners. LLC 0 200 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 330 Sold Out 2019-12-31
CenterStar Asset Management, LLC 0 155 Sold Out 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 0 301 Sold Out 2019-12-31
STRATEGIC CAPITAL ADVISERS, INC. 0 1,374 Sold Out 2019-12-31
Secrest Blakey & Associates, LLC 0 80 Sold Out 2019-12-31
CNB Bank 0 60 Sold Out 2019-12-31
Emerald Investment Partners, LLC 0 25 Sold Out 2019-12-31
Rice Partnership, LLC 0 9 Sold Out 2019-12-31
Financial Gravity Wealth, Inc. 0 7 Sold Out 2019-12-31
FNY Investment Advisers, LLC 0 20 Sold Out 2019-12-31
Truvestments Capital LLC 0 18 Sold Out 2019-12-31
PEAK6 Investments LLC 0 47,076 Sold Out 2019-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 0 99 Sold Out 2019-12-31
ExodusPoint Capital Management, LP 0 79,293 Sold Out 2019-12-31
Executive Wealth Management, LLC 0 20 Sold Out 2019-12-31
KG&L Capital Management,LLC 0 2,218 Sold Out 2019-12-31
Thor Advisors, LLC 0 1,075 Sold Out 2019-12-31
EVOKE WEALTH, LLC 0 745 Sold Out 2019-12-31
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