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STOCK TICKER:
ISHARES DJ US MDIF   (ticker: IHI)
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
Harel Insurance Investments & Financial Services Ltd. 349,672 209,062 67% 2020-03-31
WELLS FARGO & CO/MN 322,713 375,344 14% 2020-03-31
UBS Group AG 399 332,972 100% 2020-03-31
LPL Financial CORP 286,458 283,582 1% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 249,830 250,157 0% 2020-03-31
Susquehanna International Group, LLP 147,182 50,829 190% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 125,202 122,158 2% 2020-03-31
CITIGROUP INC 111,591 106,990 4% 2020-03-31
Raymond James Financial Services Advisors, Inc. 108,675 115,521 6% 2020-03-31
RAYMOND JAMES & ASSOCIATES 107,344 116,871 8% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 80,423 75,143 7% 2020-03-31
MEITAV DASH INVESTMENTS LTD 80,288 0 New Buy 2020-03-31
RiverFront Investment Group, LLC 77,246 79,627 3% 2020-03-31
SPC Financial, Inc. 69,726 68,564 2% 2020-03-31
Banco de Sabadell, S.A 0 53,520 Sold Out 2020-03-31
BANK HAPOALIM BM 18,418 21,050 13% 2020-03-31
MML INVESTORS SERVICES, LLC 53,327 66,047 19% 2020-03-31
Migdal Insurance & Financial Holdings Ltd. 49,782 313,428 84% 2020-03-31
PROEQUITIES, INC. 44,179 44,191 0% 2020-03-31
Gerber Kawasaki Wealth & Investment Management 41,483 17,539 137% 2020-03-31
BTR CAPITAL MANAGEMENT INC 40,972 43,253 5% 2020-03-31
Wharton Business Group, LLC 38,917 41,693 7% 2020-03-31
Karp Capital Management Corp 38,870 38,079 2% 2020-03-31
Kingsview Wealth Management, LLC 36,014 1,460 2,367% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 34,425 0 New Buy 2020-03-31
Baltimore-Washington Financial Advisors, Inc. 32,900 29,470 12% 2020-03-31
Sigma Planning Corp 32,007 38,472 17% 2020-03-31
Cavalier Investments 30,245 21,671 40% 2020-03-31
Brookstone Capital Management 26,253 30,248 13% 2020-03-31
DG Capital Management, LLC 25,665 0 New Buy 2020-03-31
Janney Montgomery Scott LLC 25,414 35,125 28% 2020-03-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 24,455 18,848 30% 2020-03-31
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 23,882 22,202 8% 2020-03-31
Private Advisor Group, LLC 23,782 33,131 28% 2020-03-31
Phoenix Holdings Ltd. 20,694 10,857 91% 2020-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 20,000 0 New Buy 2020-03-31
Baker Avenue Asset Management, LP 19,150 18,583 3% 2020-03-31
Strategic Wealth Advisors Group,Inc. 18,503 18,213 2% 2020-03-31
Kovack Advisors, Inc. 18,140 3,616 402% 2020-03-31
PAX Financial Group, LLC 17,962 0 New Buy 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 17,218 0 New Buy 2020-03-31
LUCAS CAPITAL MANAGEMENT 16,707 17,325 4% 2020-03-31
TD ASSET MANAGEMENT INC 15,103 17,986 16% 2020-03-31
MEANS INVESTMENT CO., INC. 15,013 13,844 8% 2020-03-31
55I, LLC 14,963 0 New Buy 2020-03-31
Burns Wealth Management, Inc. 14,666 14,520 1% 2020-03-31
Ferguson Shapiro LLC 14,622 7,444 96% 2020-03-31
STEPHENS INC /AR/ 14,192 15,266 7% 2020-03-31
Baird Financial Group, Inc. 14,061 0 New Buy 2020-03-31
J P MORGAN CHASE & CO 13,155 16,279 19% 2020-03-31
Stonebridge Financial Planning Group, LLC 12,978 11,813 10% 2020-03-31
Outlook Wealth Advisors, LLC 12,857 15,834 19% 2020-03-31
Csenge Advisory Group 12,740 3,612 253% 2020-03-31
Segment Wealth Management, LLC 12,719 12,554 1% 2020-03-31
Somerset Group LLC 12,068 12,127 0% 2020-03-31
EWG Elevate Inc. 11,965 0 New Buy 2020-03-31
SCOTIA CAPITAL INC. 11,362 11,418 0% 2020-03-31
Ayalon Holdings Ltd. 10,670 10,670 No Change 2020-03-31
BLAIR WILLIAM & CO/IL 10,525 10,465 1% 2020-03-31
Stratos Wealth Partners, LTD. 10,472 9,978 5% 2020-03-31
JANE STREET GROUP, LLC 9,899 0 New Buy 2020-03-31
MURPHY CAPITAL MANAGEMENT INC 9,780 10,250 5% 2020-03-31
AE Wealth Management LLC 9,757 12,714 23% 2020-03-31
DAVENPORT & CO LLC 9,690 10,084 4% 2020-03-31
Mathes Company, Inc. 9,550 9,565 0% 2020-03-31
Cetera Investment Advisers 9,441 2,074 355% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,261 8,042 15% 2020-03-31
BANK OF MONTREAL /CAN/ 9,059 383,053 98% 2020-03-31
HighTower Advisors, LLC 8,427 11,588 27% 2020-03-31
OPPENHEIMER & CO INC 8,315 9,933 16% 2020-03-31
LINCOLN NATIONAL CORP 8,203 6,098 35% 2020-03-31
Capital Asset Advisory Services LLC 8,157 8 101,863% 2020-03-31
Steward Partners Investment Advisory, LLC 8,068 8,840 9% 2020-03-31
ARKANSAS FINANCIAL GROUP, INC. 8,025 4,427 81% 2020-03-31
Oak Grove Capital LLC 7,974 9,046 12% 2020-03-31
First Light Asset Management, LLC 7,580 7,580 No Change 2020-03-31
YCMNET ADVISORS INC 7,423 0 New Buy 2020-03-31
Financial Network 7,379 7,438 1% 2020-03-31
Goss Wealth Management LLC 7,354 7,517 2% 2020-03-31
Hamilton Wealth, LLC 7,204 10,994 34% 2020-03-31
Dynamic Advisors Solutions LLC 7,171 1,853 287% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7,158 17,628 59% 2020-03-31
CYPRESS ASSET MANAGEMENT INC/TX 7,140 7,390 3% 2020-03-31
Bogart Wealth, LLC 6,994 7,849 11% 2020-03-31
Sequoia Financial Advisors, LLC 6,896 4,957 39% 2020-03-31
Psagot Investment House Ltd. 6,847 9,735 30% 2020-03-31
Multi-Financial Securities Corp 6,813 5,981 14% 2020-03-31
CENTAURUS FINANCIAL, INC. 6,807 7,972 15% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 6,795 8,053 16% 2020-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 6,136 0 New Buy 2020-03-31
NOMURA ASSET MANAGEMENT CO LTD 6,100 6,100 No Change 2020-03-31
Watson Rebecca 5,849 3,703 58% 2020-03-31
Nan Shan Life Insurance Co., Ltd. 5,800 0 New Buy 2020-03-31
Armor Investment Advisors, LLC 5,701 6,059 6% 2020-03-31
GARRISON POINT ADVISORS, LLC 5,695 5,980 5% 2020-03-31
Joseph P. Lucia & Associates, LLC 5,678 5,440 4% 2020-03-31
Moors & Cabot, Inc. 5,489 1,881 192% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 5,462 5,504 1% 2020-03-31
UMA Financial Services, Inc. 5,280 0 New Buy 2020-03-31
Northeast Financial Consultants Inc 5,130 3,619 42% 2020-03-31
H D Vest Advisory Services 5,119 2,249 128% 2020-03-31
Banque Cantonale Vaudoise 5,100 5,100 No Change 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 1,583 1,808 12% 2020-03-31
US BANCORP DE 4,841 0 New Buy 2020-03-31
GAMBLE JONES INVESTMENT COUNSEL 4,755 0 New Buy 2020-03-31
USAdvisors Wealth Management, LLC 4,740 0 New Buy 2020-03-31
IHT Wealth Management, LLC 4,675 1,093 328% 2020-03-31
First Allied Advisory Services, Inc. 4,650 12,463 63% 2020-03-31
Koshinski Asset Management, Inc. 4,582 3,163 45% 2020-03-31
Castle Rock Wealth Management, LLC 4,476 2,547 76% 2020-03-31
Mirae Asset Global Investments Co., Ltd. 4,400 4,400 No Change 2020-03-31
REGIONS FINANCIAL CORP 4,186 4,412 5% 2020-03-31
Sowell Financial Services LLC 4,104 8,475 52% 2020-03-31
AMERITAS INVESTMENT CORP 4,036 2,151 88% 2020-03-31
Carnegie Capital Asset Management, LLC 3,848 3,873 1% 2020-03-31
Genesee Capital Advisors, LLC 3,791 0 New Buy 2020-03-31
Circle Wealth Management, LLC 3,739 4,477 16% 2020-03-31
EP Wealth Advisors, Inc. 3,688 4,169 12% 2020-03-31
PFG Financial Advisors 3,679 3,345 10% 2020-03-31
Aldebaran Financial Inc. 3,580 3,070 17% 2020-03-31
Robertson Stephens Wealth Management, LLC 3,559 2,801 27% 2020-03-31
AdvisorNet Financial, Inc 3,497 3,501 0% 2020-03-31
SPINNAKER TRUST 3,357 3,418 2% 2020-03-31
Triangle Securities Wealth Management 3,305 3,455 4% 2020-03-31
Almanack Investment Partners, LLC. 3,303 4,133 20% 2020-03-31
Integrated Advisors Network LLC 3,293 3,193 3% 2020-03-31
Clear Creek Financial Management, LLC 3,231 776 316% 2020-03-31
Beaumont Financial Partners, LLC 3,181 3,568 11% 2020-03-31
WILEY BROS.-AINTREE CAPITAL, LLC 3,170 3,170 No Change 2020-03-31
Spence Asset Management 3,135 3,014 4% 2020-03-31
Thomas J. Herzfeld Advisors, Inc. 3,075 3,075 No Change 2020-03-31
Traynor Capital Management, Inc. 3,058 0 New Buy 2020-03-31
Creative Planning 3,055 3,154 3% 2020-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,046 0 New Buy 2020-03-31
COMMERCE BANK N A/MO 3,043 3,093 2% 2020-03-31
AlphaStar Capital Management, LLC 3,035 0 New Buy 2020-03-31
PINNACLE ASSOCIATES LTD 3,010 0 New Buy 2020-03-31
Watchman Group, Inc. 2,895 2,945 2% 2020-03-31
CREDIT SUISSE/ 2,880 0 New Buy 2020-03-31
Montecito Bank & Trust 2,854 2,854 No Change 2020-03-31
Jaffetilchin Investment Partners, LLC 2,813 1,842 53% 2020-03-31
BAROMETER CAPITAL MANAGEMENT INC. 2,700 4,300 37% 2020-03-31
ALTFEST L J & CO INC 2,669 0 New Buy 2020-03-31
Well Done, LLC 2,589 2,945 12% 2020-03-31
Santori & Peters, Inc. 2,543 2,217 15% 2020-03-31
NEXT Financial Group, Inc 1,671 4,329 61% 2020-03-31
Blue Sky Asset Management, LLC 2,408 3,385 29% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 2,380 0 New Buy 2020-03-31
Cedar Brook Financial Partners, LLC 2,344 1,636 43% 2020-03-31
Concorde Asset Management, LLC 2,335 25,242 91% 2020-03-31
PETTYJOHN CO 2,315 2,390 3% 2020-03-31
EDMOND DE ROTHSCHILD HOLDING S.A. 2,280 0 New Buy 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 2,259 2,159 5% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 2,253 1,763 28% 2020-03-31
FIRST UNITED BANK TRUST/ 2,200 1,942 13% 2020-03-31
FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,200 2,200 No Change 2020-03-31
SWARTHMORE GROUP INC 2,175 25,925 92% 2020-03-31
BREITER CAPITAL MANAGEMENT INC 2,160 2,160 No Change 2020-03-31
COLONY GROUP LLC 2,132 4,206 49% 2020-03-31
Houlihan Financial Resource Group, Ltd. 2,120 2,120 No Change 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 2,111 2,643 20% 2020-03-31
Good Life Advisors, LLC 2,106 2,104 0% 2020-03-31
SYNOVUS FINANCIAL CORP 2,099 0 New Buy 2020-03-31
Pettinga Financial Advisors, LLC 2,085 1,535 36% 2020-03-31
TOWNSQUARE CAPITAL LLC 2,081 0 New Buy 2020-03-31
Goodman & Company, Investment Counsel Ltd. 2,072 2,472 16% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 2,012 2,020 0% 2020-03-31
CAPITAL ONE FINANCIAL CORP 2,010 0 New Buy 2020-03-31
Global Retirement Partners, LLC 1,990 1,990 No Change 2020-03-31
JACKSON SQUARE CAPITAL, LLC 1,988 0 New Buy 2020-03-31
Squar Milner Financial Services LLC 1,870 1,870 No Change 2020-03-31
INTL FCSTONE INC. 1,789 3,347 47% 2020-03-31
Cutler Group LP 500 1,100 55% 2020-03-31
Granite Springs Asset Management LLC 1,660 885 88% 2020-03-31
CWM, LLC 1,648 1,637 1% 2020-03-31
PACIFIC SUN FINANCIAL CORP 1,648 1,360 21% 2020-03-31
Total Clarity Wealth Management, Inc. 1,640 1,465 12% 2020-03-31
Institute for Wealth Management, LLC. 1,537 445 245% 2020-03-31
WP Advisors, LLC 1,530 1,530 No Change 2020-03-31
VALLEY NATIONAL ADVISERS INC 1,522 1,306 17% 2020-03-31
Ifrah Financial Services, Inc. 1,507 1,501 0% 2020-03-31
SEI INVESTMENTS CO 1,500 1,500 No Change 2020-03-31
Bank of New York Mellon CORP 1,490 9,895 85% 2020-03-31
Carroll Financial Associates, Inc. 1,488 2,159 31% 2020-03-31
Financial Architects, Inc 1,424 848 68% 2020-03-31
Cornerstone Advisory, LLP 1,400 0 New Buy 2020-03-31
Riverpoint Wealth Management Holdings, LLC 1,400 1,400 No Change 2020-03-31
M&T BANK CORP 1,379 0 New Buy 2020-03-31
ASPIRIANT, LLC 1,355 1,355 No Change 2020-03-31
Leonard Rickey Investment Advisors P.L.L.C. 1,349 1,387 3% 2020-03-31
KCM INVESTMENT ADVISORS LLC 1,340 1,489 10% 2020-03-31
McGuire Investment Group, LLC 1,326 1,139 16% 2020-03-31
V Wealth Management,LLC 559 105 432% 2020-03-31
Winslow, Evans & Crocker, Inc. 1,300 1,200 8% 2020-03-31
Moloney Securities Asset Management, LLC 1,282 1,593 20% 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 1,255 1,058 19% 2020-03-31
WETHERBY ASSET MANAGEMENT INC 1,225 1,225 No Change 2020-03-31
WESPAC Advisors SoCal, LLC 1,220 1,575 23% 2020-03-31
Great Diamond Partners, LLC 1,213 1,248 3% 2020-03-31
BALLAST ADVISORS LLC 1,185 1,222 3% 2020-03-31
NORTHSTAR ASSET MANAGEMENT LLC 1,170 1,000 17% 2020-03-31
HOWARD CAPITAL MANAGEMENT 1,165 57,415 98% 2020-03-31
BOYS ARNOLD & CO INC 1,148 0 New Buy 2020-03-31
Acorn Wealth Advisors, LLC 1,143 1,219 6% 2020-03-31
F3Logic, LLC 1,136 1,755 35% 2020-03-31
IFP Advisors, Inc 1,115 3,891 71% 2020-03-31
Rockefeller Capital Management L.P. 1,104 735 50% 2020-03-31
PRW Wealth Management LLC 1,100 1,100 No Change 2020-03-31
SeaCrest Wealth Management, LLC 1,021 854 20% 2020-03-31
Independent Family Office, LLC 1,000 1,000 No Change 2020-03-31
Paradigm Financial Partners, LLC 984 925 6% 2020-03-31
Jacobi Capital Management LLC 968 933 4% 2020-03-31
WEALTHSOURCE PARTNERS, LLC 930 947 2% 2020-03-31
Parallel Advisors, LLC 920 1,021 10% 2020-03-31
Modus Advisors, LLC 908 958 5% 2020-03-31
Western Wealth Management, LLC 891 11,942 93% 2020-03-31
Financial Strategy Network, LLC 886 886 No Change 2020-03-31
Bedel Financial Consulting, Inc. 848 848 No Change 2020-03-31
HUDSON CANYON INVESTMENT COUNSELORS LLC 820 820 No Change 2020-03-31
CAPTRUST FINANCIAL ADVISORS 805 0 New Buy 2020-03-31
Acropolis Investment Management, LLC 800 0 New Buy 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 791 0 New Buy 2020-03-31
Valeo Financial Advisors, LLC 740 739 0% 2020-03-31
RPg Family Wealth Advisory, LLC 736 754 2% 2020-03-31
Atlantic Trust, LLC 652 652 No Change 2020-03-31
SIMPLEX TRADING, LLC 622 0 New Buy 2020-03-31
HCR Wealth Advisors 606 636 5% 2020-03-31
FIFTH THIRD BANCORP 533 433 23% 2020-03-31
Archer Investment Corp 47 437 89% 2020-03-31
ROPES WEALTH ADVISORS LLC 507 680 25% 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 500 500 No Change 2020-03-31
Element Wealth, LLC 500 0 New Buy 2020-03-31
Biltmore Family Office, LLC 450 450 No Change 2020-03-31
Weaver Consulting Group 411 388 6% 2020-03-31
BENJAMIN EDWARDS INC 398 5 7,860% 2020-03-31
Legacy Wealth Planning, LLC 369 1,689 78% 2020-03-31
Certified Advisory Corp 362 131 176% 2020-03-31
TRUE Private Wealth Advisors 337 337 No Change 2020-03-31
Eudaimonia Partners, LLC 315 0 New Buy 2020-03-31
Sandy Spring Bank 313 261 20% 2020-03-31
OPTIMUM INVESTMENT ADVISORS 312 775 60% 2020-03-31
Advanced Asset Management Advisors Inc 301 391 23% 2020-03-31
Founders Capital Management 276 226 22% 2020-03-31
tru Independence LLC 269 0 New Buy 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 258 200 29% 2020-03-31
Arkadios Wealth Advisors 250 0 New Buy 2020-03-31
AMERICAN NATIONAL BANK 228 228 No Change 2020-03-31
Capital Investment Advisory Services, LLC 220 180 22% 2020-03-31
BerganKDV Wealth Management, LLC 197 79 149% 2020-03-31
Canton Hathaway, LLC 176 138 28% 2020-03-31
Providence Capital Advisors, LLC 153 0 New Buy 2020-03-31
M&R CAPITAL MANAGEMENT INC 151 2,141 93% 2020-03-31
Private Ocean, LLC 150 0 New Buy 2020-03-31
TSFG, LLC 150 172 13% 2020-03-31
Hanson McClain, Inc. 143 144 1% 2020-03-31
Ellis Investment Partners, LLC 137 137 No Change 2020-03-31
BALDWIN BROTHERS INC/MA 127 427 70% 2020-03-31
First PREMIER Bank 125 100 25% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 120 120 No Change 2020-03-31
Wealthcare Advisory Partners LLC 109 304 64% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 108 0 New Buy 2020-03-31
Glassman Wealth Services 100 100 No Change 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 100 0 New Buy 2020-03-31
AllSquare Wealth Management LLC 95 95 No Change 2020-03-31
Ambassador Advisors, LLC 92 70 31% 2020-03-31
Pinnacle Bank 77 48 60% 2020-03-31
Private Capital Group, LLC 61 61 No Change 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 54 54 No Change 2020-03-31
Westside Investment Management, Inc. 50 0 New Buy 2020-03-31
FIRST MANHATTAN CO 46 46 No Change 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 36 0 New Buy 2020-03-31
EPG Wealth Management LLC 36 36 No Change 2020-03-31
Danda Trouve Investment Management, Inc. 35 20 75% 2020-03-31
Winch Advisory Services, LLC 34 14 143% 2020-03-31
Advisory Alpha, LLC 32 20 60% 2020-03-31
TD Capital Management LLC 29 29 No Change 2020-03-31
Hudock Moyer Wealth Resources, LLC 27 27 No Change 2020-03-31
MCF Advisors LLC 26 0 New Buy 2020-03-31
Stratos Wealth Advisors, LLC 26 0 New Buy 2020-03-31
Cypress Capital Management LLC (WY) 25 25 No Change 2020-03-31
Global Trust Asset Management, LLC 25 1,528 98% 2020-03-31
Larson Financial Group LLC 22 0 New Buy 2020-03-31
Aptus Capital Advisors, LLC 20 20 No Change 2020-03-31
Capital Advisors, Ltd. LLC 18 0 New Buy 2020-03-31
Lakeview Capital Partners, LLC 17 17 No Change 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 16 16 No Change 2020-03-31
Key FInancial Inc 14 0 New Buy 2020-03-31
MBE Wealth Management, LLC 12 0 New Buy 2020-03-31
Royal Fund Management, LLC 11 0 New Buy 2020-03-31
Kistler-Tiffany Companies, LLC 10 10 No Change 2020-03-31
Lenox Wealth Advisors, Inc. 6 6 No Change 2020-03-31
SIGNATUREFD, LLC 5 5 No Change 2020-03-31
Willingdon Wealth Management 4 4 No Change 2020-03-31
USCA RIA LLC 3 1,852 100% 2020-03-31
Renaissance Technologies(Jim Simons) 0 5,900 Sold Out 2020-03-31
MEEDER ASSET MANAGEMENT INC 0 35 Sold Out 2020-03-31
CHURCHILL MANAGEMENT GROUP /CA/ 0 190,322 Sold Out 2020-03-31
L & S Advisors Inc 0 789 Sold Out 2020-03-31
First Heartland Consultants, Inc. 0 1,323 Sold Out 2020-03-31
DOWLING & YAHNKE INC 0 115 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 1,754 Sold Out 2020-03-31
Rathbone Brothers plc 0 780 Sold Out 2020-03-31
RAYMOND JAMES TRUST CO 0 797 Sold Out 2020-03-31
BARCLAYS PLC 0 150,000 Sold Out 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 0 3,317 Sold Out 2020-03-31
McKinley Carter Wealth Services, Inc. 0 526 Sold Out 2020-03-31
Renaissance Investment Group LLC 0 789 Sold Out 2020-03-31
NIEMANN CAPITAL MANAGEMENT INC 0 7,387 Sold Out 2020-03-31
Financeware, Inc. 0 10 Sold Out 2020-03-31
BRIGHTON JONES LLC 0 996 Sold Out 2020-03-31
InterOcean Capital, LLC 0 760 Sold Out 2020-03-31
Eqis Capital Management, Inc. 0 1,357 Sold Out 2020-03-31
King Wealth Management Group, LLC 0 852 Sold Out 2020-03-31
United Asset Strategies, Inc. 0 1,029 Sold Out 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0 789 Sold Out 2020-03-31
RT Capital Management, LLC 0 12,372 Sold Out 2020-03-31
Baystate Wealth Management LLC 0 6 Sold Out 2020-03-31
Regal Investment Advisors, LLC 0 2,221 Sold Out 2020-03-31
Cumberland Partners Ltd 0 50 Sold Out 2020-03-31
BW Gestao de Investimentos Ltda. 0 21,000 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 101 Sold Out 2020-03-31
S. R. Schill & Associates 0 5,507 Sold Out 2020-03-31
Frontier Wealth Management LLC 0 2,000 Sold Out 2020-03-31
Johanson Financial Advisors, Inc. 0 55,368 Sold Out 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0 849 Sold Out 2020-03-31
WOLVERINE TRADING, LLC 0 13,283 Sold Out 2020-03-31
Independent Advisor Alliance 0 11,880 Sold Out 2020-03-31
SUMMIT FINANCIAL GROUP INC 0 850 Sold Out 2020-03-31
TRUEWEALTH LLC 0 2 Sold Out 2020-03-31
Financial Advocates Investment Management 0 831 Sold Out 2020-03-31
Newport Wealth Strategies, Inc. 0 1,515 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 163 Sold Out 2020-03-31
MinichMacGregor Wealth Management, LLC 0 21,666 Sold Out 2020-03-31
Portfolio Strategies, Inc. 0 17,412 Sold Out 2020-03-31
Bell Rock Capital LLC 0 105 Sold Out 2020-03-31
Wakefield Asset Management LLLP 0 3,315 Sold Out 2020-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 0 850 Sold Out 2020-03-31
Harvest Investment Services, LLC 0 1,139 Sold Out 2020-03-31
Meridian Wealth Advisors, LLC 0 841 Sold Out 2020-03-31
Coastal Investment Advisors, Inc. 0 18 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 5,066 Sold Out 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 0 505 Sold Out 2020-03-31
Samalin Investment Counsel, LLC 0 645 Sold Out 2020-03-31
Retirement Network 0 40 Sold Out 2020-03-31
AMJ Financial Wealth Management 0 3,246 Sold Out 2020-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0 27,000 Sold Out 2020-03-31
Fiduciary Planning LLC 0 7,918 Sold Out 2020-03-31
MORGAN STANLEY 1,333,372 1,067,819 25% 2019-12-31
BANK OF AMERICA CORP /DE/ 525,646 497,516 6% 2019-12-31
GOLDMAN SACHS GROUP INC 281,396 300,056 6% 2019-12-31
ROYAL BANK OF CANADA 185,705 0 New Buy 2019-12-31
AMERIPRISE FINANCIAL INC 143,897 98,101 47% 2019-12-31
BB&T CORP 48,736 0 New Buy 2019-12-31
Equitable Holdings, Inc. 37,218 0 New Buy 2019-12-31
Advisor Group, Inc. 36,836 36,613 1% 2019-12-31
HOLLENCREST SECURITIES LLC 34,113 33,738 1% 2019-12-31
Jackson Financial Management 33,920 31,815 7% 2019-12-31
HRT FINANCIAL LLC 32,510 0 New Buy 2019-12-31
STIFEL FINANCIAL CORP 9,603 8,288 16% 2019-12-31
Qube Research & Technologies Ltd 21,067 0 New Buy 2019-12-31
Voya Financial Advisors, Inc. 12,462 26,827 54% 2019-12-31
Virtu Financial LLC 12,263 32,347 62% 2019-12-31
Advisory Services Network, LLC 11,730 11,090 6% 2019-12-31
CIBC World Markets Inc. 9,850 8,790 12% 2019-12-31
Sawtooth Asset Management, Inc. 9,233 1,365 576% 2019-12-31
ORLEANS CAPITAL MANAGEMENT CORP/LA 6,390 6,250 2% 2019-12-31
Orion Portfolio Solutions, LLC 6,285 0 New Buy 2019-12-31
1 NORTH WEALTH SERVICES LLC 5,956 5,942 0% 2019-12-31
J. Goldman & Co LP 5,588 0 New Buy 2019-12-31
ATRIA INVESTMENTS LLC 5,370 1,162 362% 2019-12-31
BEAM Asset Management, LLC 4,981 0 New Buy 2019-12-31
Cornerstone Wealth Management, LLC 4,422 4,362 1% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 4,029 3,979 1% 2019-12-31
Brick & Kyle, Associates 3,508 0 New Buy 2019-12-31
FMR LLC 2 1 100% 2019-12-31
SMITH, MOORE & CO. 3,017 3,016 0% 2019-12-31
SALEM INVESTMENT COUNSELORS INC 2,720 2,560 6% 2019-12-31
Belpointe Asset Management LLC 2,134 0 New Buy 2019-12-31
HSBC HOLDINGS PLC 2,173 0 New Buy 2019-12-31
NorthRock Partners, LLC 1,977 2,002 1% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 1,910 0 New Buy 2019-12-31
Cascadia Advisory Services, LLC 1,687 0 New Buy 2019-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,563 0 New Buy 2019-12-31
Westshore Wealth, LLC 1,500 0 New Buy 2019-12-31
BROWN ADVISORY HOLDINGS INC 1,400 1,400 No Change 2019-12-31
PURA VIDA INVESTMENTS, LLC 1,090 0 New Buy 2019-12-31
Avitas Wealth Management LLC 847 849 0% 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 360 220 64% 2019-12-31
Atlas Private Wealth Management 225 0 New Buy 2019-12-31
HWG Holdings LP 214 214 No Change 2019-12-31
Pacific Center for Financial Services 209 192 9% 2019-12-31
HM PAYSON & CO 190 190 No Change 2019-12-31
Procyon Private Wealth Partners, LLC 65 0 New Buy 2019-12-31
Endurance Wealth Management, Inc. 56 56 No Change 2019-12-31
PSI Advisors, LLC 25 0 New Buy 2019-12-31
CNB Bank 8 18 56% 2019-12-31
FinTrust Capital Advisors, LLC 8 0 New Buy 2019-12-31
NORTHERN TRUST CORP 0 854 Sold Out 2019-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 0 450 Sold Out 2019-12-31
BANK OF NOVA SCOTIA / 0 350,403 Sold Out 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 0 18 Sold Out 2019-12-31
Tower Research Capital LLC 0 200 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 13 Sold Out 2019-12-31
Elmwood Wealth Management, Inc. 0 9 Sold Out 2019-12-31
Truvestments Capital LLC 0 374 Sold Out 2019-12-31
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