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STOCK TICKER:
ST SR TR LEHM AG BND   (ticker: LAG)
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
STATE STREET CORP 10,749,797 11,944,257 10% 2020-06-30
RiverFront Investment Group, LLC 7,120,328 7,638,512 7% 2020-06-30
Gradient Investments LLC 4,942,645 5,111,067 3% 2020-06-30
LPL Financial CORP 4,513,666 1,898,647 138% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 3,949,574 2,968,759 33% 2020-06-30
ARGI Investment Services, LLC 3,855,958 3,606,966 7% 2020-06-30
Horizon Investments, LLC/SC 8,891 0 New Buy 2020-06-30
RAYMOND JAMES & ASSOCIATES 2,410,807 2,622,090 8% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 2,403,090 2,154,730 12% 2020-06-30
TOWNSQUARE CAPITAL LLC 2,333,989 2,208,858 6% 2020-06-30
Creative Planning 7,127 2,249,376 100% 2020-06-30
Frontier Wealth Management LLC 2,121,503 0 New Buy 2020-06-30
Trilogy Capital Inc. 2,045,412 1,936,779 6% 2020-06-30
Hanson McClain, Inc. 2,037,580 2,135,885 5% 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,972,079 1,251,788 58% 2020-06-30
AMERIPRISE FINANCIAL INC 1,914,956 0 New Buy 2020-06-30
Private Advisor Group, LLC 1,805,200 966,569 87% 2020-06-30
Baker Avenue Asset Management, LP 1,655,839 1,631,218 2% 2020-06-30
CLS INVESTMENT FIRM, LLC 1,255,987 1,458,208 14% 2020-06-30
MORGAN STANLEY 1,222,540 0 New Buy 2020-06-30
RFG Advisory Group, LLC 1,214,522 1,171,295 4% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 1,202,682 0 New Buy 2020-06-30
PFS INVESTMENTS INC. 1,198,153 456,278 163% 2020-06-30
Barber Financial Group, Inc. 1,186,753 1,094,162 8% 2020-06-30
WELLS FARGO & CO/MN 1,110,928 907,672 22% 2020-06-30
Money Design Co.,Ltd. 1,066,463 1,044,308 2% 2020-06-30
CWM, LLC 1,001,447 906,855 10% 2020-06-30
PMFM Inc. 1,001,312 0 New Buy 2020-06-30
SENTINEL PENSION ADVISORS INC 999,267 1,075,590 7% 2020-06-30
McNamara Financial Services, Inc. 987,832 983,743 0% 2020-06-30
Epstein & White Financial LLC 981,571 1,461,049 33% 2020-06-30
Astoria Strategic Wealth, Inc. 961,836 962,183 0% 2020-06-30
BANK OF AMERICA CORP /DE/ 944,747 0 New Buy 2020-06-30
Heartwood Wealth Advisors LLC 893,582 746,549 20% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 849,206 0 New Buy 2020-06-30
GIRARD PARTNERS LTD. 843,569 845,363 0% 2020-06-30
Good Life Advisors, LLC 841,893 619,386 36% 2020-06-30
Boston Standard Wealth Management, LLC 829,659 838,683 1% 2020-06-30
Stewardship Advisors, LLC 824,840 795,880 4% 2020-06-30
N.E.W. Advisory Services LLC 821,432 0 New Buy 2020-06-30
WALLER FINANCIAL PLANNING GROUP, INC 796,340 378,131 111% 2020-06-30
ROYAL BANK OF CANADA 783,222 0 New Buy 2020-06-30
Warren Averett Asset Management, LLC 773,228 705,748 10% 2020-06-30
Clear Creek Financial Management, LLC 748,372 985,437 24% 2020-06-30
Global Financial Private Capital, LLC 747,803 937,597 20% 2020-06-30
Qube Research & Technologies Ltd 747,219 0 New Buy 2020-06-30
Wealthcare Advisory Partners LLC 607,256 539,432 13% 2020-06-30
BB&T CORP 602,652 0 New Buy 2020-06-30
Janney Montgomery Scott LLC 583,291 620,342 6% 2020-06-30
RESTON WEALTH MANAGEMENT LLC 566,290 381,230 49% 2020-06-30
CFG Asset Management LLC 560,649 796,639 30% 2020-06-30
AlphaStar Capital Management, LLC 544,240 306,970 77% 2020-06-30
Valtinson Bruner Financial Planning LLC 528,878 520,371 2% 2020-06-30
Focused Wealth Management, Inc 514,874 502,122 3% 2020-06-30
WRAPMANAGER INC 505,512 370,632 36% 2020-06-30
JANE STREET GROUP, LLC 502,095 21,025 2,288% 2020-06-30
Trinity Wealth Management, LLC 488,920 426,786 15% 2020-06-30
NICOLET ADVISORY SERVICES, LLC 467,005 887,110 47% 2020-06-30
TRUEFG, LLC 457,059 394,744 16% 2020-06-30
Wealthquest Corp 456,038 0 New Buy 2020-06-30
Strategic Financial Group, LLC 429,758 465,336 8% 2020-06-30
Brio Consultants, LLC 425,596 547,108 22% 2020-06-30
SigFig Wealth Management, LLC 394,380 367,124 7% 2020-06-30
AdvisorNet Financial, Inc 345,016 341,514 1% 2020-06-30
Aspire Private Capital, LLC 342,851 403,214 15% 2020-06-30
Feltz Wealth PLAN Inc. 340,113 0 New Buy 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 338,788 293,878 15% 2020-06-30
PAX Financial Group, LLC 325,893 343,490 5% 2020-06-30
E&G Advisors, LP 308,389 310,521 1% 2020-06-30
Banco Santander, S.A. 55,300 55,300 No Change 2020-06-30
Harwood Advisory Group, LLC 7,952 6,780 17% 2020-06-30
Alexandria Capital, LLC 286,051 252,456 13% 2020-06-30
Rockbridge Investment Management, LCC 282,221 0 New Buy 2020-06-30
Wechter Feldman Wealth Management, Inc. 267,277 269,146 1% 2020-06-30
STRINGER ASSET MANAGEMENT, LLC 266,553 0 New Buy 2020-06-30
Towercrest Capital Management 264,301 278,586 5% 2020-06-30
ATRIA INVESTMENTS LLC 252,584 0 New Buy 2020-06-30
Larson Financial Group LLC 241,765 188,364 28% 2020-06-30
Alliance Wealth Management Group 239,428 0 New Buy 2020-06-30
First Heartland Consultants, Inc. 237,847 296,330 20% 2020-06-30
Pure Financial Advisors, Inc. 235,470 243,401 3% 2020-06-30
OLD MISSION CAPITAL LLC 234,062 282,886 17% 2020-06-30
Pinnacle Wealth Planning Services, Inc. 226,157 245,278 8% 2020-06-30
UBS Group AG 219,481 203,671 8% 2020-06-30
JT Stratford LLC 217,891 0 New Buy 2020-06-30
LexAurum Advisors, LLC 200,130 196,308 2% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 197,066 178,767 10% 2020-06-30
Tempus Wealth Planning, LLC 194,969 193,952 1% 2020-06-30
Financial Advocates Investment Management 193,590 54,838 253% 2020-06-30
SlateStone Wealth, LLC 186,563 178,179 5% 2020-06-30
Sawtooth Asset Management, Inc. 184,716 0 New Buy 2020-06-30
FormulaFolio Investments, LLC 175,851 204,016 14% 2020-06-30
ERn Financial, LLC 169,352 181,982 7% 2020-06-30
Raymond James Financial Services Advisors, Inc. 165,554 42,022 294% 2020-06-30
AE Wealth Management LLC 159,310 102,781 55% 2020-06-30
Comprehensive Portfolio Management, LLC 147,048 230,342 36% 2020-06-30
FIRST TRUST ADVISORS LP 145,836 46,696 212% 2020-06-30
APPLETON PARTNERS INC/MA 141,962 138,523 2% 2020-06-30
Cetera Investment Advisers 141,244 138,600 2% 2020-06-30
Willow Creek Wealth Management Inc. 139,614 149,721 7% 2020-06-30
Roundview Capital LLC 138,860 138,516 0% 2020-06-30
Clearshares LLC 138,436 138,436 No Change 2020-06-30
Baltimore-Washington Financial Advisors, Inc. 137,735 103,762 33% 2020-06-30
Emerald Investment Partners, LLC 137,547 143,032 4% 2020-06-30
Arete Wealth Advisors, LLC 135,382 111,921 21% 2020-06-30
Quantitative Advantage LLC 128,654 130,468 1% 2020-06-30
COLTON GROOME FINANCIAL ADVISORS, LLC 128,081 62,464 105% 2020-06-30
FOUNDERS FINANCIAL SECURITIES LLC 127,629 0 New Buy 2020-06-30
OARSMAN CAPITAL, INC. 124,247 98,377 26% 2020-06-30
Savant Capital Management Inc 122,536 131,830 7% 2020-06-30
Advisory Resource Group 117,724 88,974 32% 2020-06-30
VisionPoint Advisory Group, LLC 115,352 0 New Buy 2020-06-30
GeoWealth Management, LLC 114,376 0 New Buy 2020-06-30
HORAN CAPITAL MANAGEMENT 109,633 121,083 9% 2020-06-30
CENTAURUS FINANCIAL, INC. 107,873 96,216 12% 2020-06-30
Paulson Wealth Management Inc. 99,911 96,671 3% 2020-06-30
Transamerica Financial Advisors, Inc. 98,193 1,359 7,125% 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0 128,770 Sold Out 2020-06-30
Belpointe Asset Management LLC 96,279 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 92,094 47,077 96% 2020-06-30
HUNTINGTON ASSET ADVISORS, INC. 89,182 69,125 29% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 85,802 81,623 5% 2020-06-30
Legacy Wealth Partners, Inc. 83,893 0 New Buy 2020-06-30
Foster Victor Wealth Advisors, LLC 83,840 84,078 0% 2020-06-30
Carnegie Capital Asset Management, LLC 82,884 75,760 9% 2020-06-30
Bay Harbor Wealth Management, LLC 82,087 103,564 21% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 80,401 71,954 12% 2020-06-30
HBW Advisory Services LLC 79,826 75,991 5% 2020-06-30
Stratos Wealth Partners, LTD. 79,147 59,571 33% 2020-06-30
Capital Asset Advisory Services LLC 78,582 72,991 8% 2020-06-30
Koshinski Asset Management, Inc. 72,293 71,748 1% 2020-06-30
Strategic Wealth Partners, Ltd. 70,151 81,391 14% 2020-06-30
Stratos Wealth Advisors, LLC 69,022 0 New Buy 2020-06-30
STIFEL FINANCIAL CORP 68,295 0 New Buy 2020-06-30
Mariner Wealth Advisors, LLC 65,887 63,541 4% 2020-06-30
Cornerstone Wealth Management, LLC 63,728 0 New Buy 2020-06-30
SAND HILL ADVISORS INC/CA 63,461 56,884 12% 2020-06-30
Vestmark Advisory Solutions, Inc. 62,543 68,480 9% 2020-06-30
Sowell Financial Services LLC 61,337 44,408 38% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 59,547 24,534 143% 2020-06-30
Harel Insurance Investments & Financial Services Ltd. 57,494 57,494 No Change 2020-06-30
Advisor OS, LLC 56,399 0 New Buy 2020-06-30
Lutz Financial Services LLC 55,190 51,437 7% 2020-06-30
Bruderman Asset Management, LLC 50,758 49,864 2% 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 50,157 0 New Buy 2020-06-30
Strategic Blueprint, LLC 48,611 81,289 40% 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 47,291 57,362 18% 2020-06-30
Beacon Financial Advisory LLC 46,893 50,713 8% 2020-06-30
GOLDMAN SACHS GROUP INC 45,094 0 New Buy 2020-06-30
ALESCO ADVISORS LLC 41,419 51,115 19% 2020-06-30
PARK AVENUE SECURITIES LLC 41,418 36,743 13% 2020-06-30
Susquehanna International Group, LLP 40,840 163,020 75% 2020-06-30
Amerivest Investment Management LLC 39,926 38,265 4% 2020-06-30
Syntal Capital Partners, LLC 39,731 38,486 3% 2020-06-30
SNS Financial Group, LLC 38,213 36,615 4% 2020-06-30
Copperwynd Financial, LLC 37,779 40,402 6% 2020-06-30
Advisory Services Network, LLC 37,285 0 New Buy 2020-06-30
MANAGED ACCOUNT SERVICES INC 36,641 31,198 17% 2020-06-30
Multi-Financial Securities Corp 36,450 37,286 2% 2020-06-30
Aldebaran Financial Inc. 35,165 31,953 10% 2020-06-30
Inscription Capital, LLC 32,158 34,587 7% 2020-06-30
Winch Advisory Services, LLC 31,468 31,376 0% 2020-06-30
Rosenberg Matthew Hamilton 31,428 40,117 22% 2020-06-30
Prospera Financial Services 28,172 0 New Buy 2020-06-30
Walkner Condon Financial Advisors LLC 28,008 0 New Buy 2020-06-30
First Ascent Asset Management, LLC 27,767 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 27,345 30,584 11% 2020-06-30
BRIGHTON JONES LLC 26,600 29,654 10% 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 26,100 25,933 1% 2020-06-30
Deane Retirement Strategies, Inc. 25,662 25,848 1% 2020-06-30
Western Wealth Management, LLC 25,350 0 New Buy 2020-06-30
Strategic Investment Advisors / MI 25,148 31,483 20% 2020-06-30
Ballast, Inc. 25,119 7,980 215% 2020-06-30
Relative Value Partners Group, LLC 24,840 0 New Buy 2020-06-30
Pinnacle Advisory Group, Inc. 24,815 0 New Buy 2020-06-30
Allred Capital Management, LLC 24,307 29,998 19% 2020-06-30
Mutual Advisors, LLC 22,275 0 New Buy 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 22,156 0 New Buy 2020-06-30
CITIGROUP INC 21,097 25,108 16% 2020-06-30
Detalus Advisors, LLC 20,806 0 New Buy 2020-06-30
J.W. COLE ADVISORS, INC. 20,291 0 New Buy 2020-06-30
Foundations Investment Advisors, LLC 19,091 17,508 9% 2020-06-30
IFP Advisors, Inc 19,075 40,820 53% 2020-06-30
Peterson Wealth Advisors, LLC 18,853 19,258 2% 2020-06-30
Shilanski & Associates, Inc. 17,964 29,456 39% 2020-06-30
Freestone Capital Holdings, LLC 17,512 17,512 No Change 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 17,444 17,741 2% 2020-06-30
RED CEDAR INVESTMENT MANAGEMENT, LLC 16,578 16,578 No Change 2020-06-30
PROEQUITIES, INC. 15,882 17,062 7% 2020-06-30
Beaumont Financial Partners, LLC 15,649 16,532 5% 2020-06-30
Cooper Financial Group 15,522 13,728 13% 2020-06-30
PFG Financial Advisors 15,445 15,238 1% 2020-06-30
Change Path, LLC 1,817 1,906 5% 2020-06-30
55I, LLC 14,601 14,144 3% 2020-06-30
Capital Analysts, Inc. 14,517 14,152 3% 2020-06-30
Sunbelt Securities, Inc. 14,335 0 New Buy 2020-06-30
Glovista Investments LLC 13,810 0 New Buy 2020-06-30
Integrated Wealth Concepts LLC 13,701 11,967 14% 2020-06-30
Traverso Chambers Private Wealth Management, LLC 13,041 13,041 No Change 2020-06-30
Certified Advisory Corp 12,900 12,948 0% 2020-06-30
LifePlan Financial Group, Inc 12,750 15,928 20% 2020-06-30
Perigon Wealth Management, LLC 12,587 15,937 21% 2020-06-30
Balentine LLC 5,362 12,726 58% 2020-06-30
Institute for Wealth Management, LLC. 12,077 12,842 6% 2020-06-30
Camden Capital, LLC 12,035 0 New Buy 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 11,386 4,898 132% 2020-06-30
IHT Wealth Management, LLC 11,375 8,358 36% 2020-06-30
PFG Private Wealth Management, LLC 11,356 10,710 6% 2020-06-30
Capital Investment Advisory Services, LLC 11,306 18,383 38% 2020-06-30
Moloney Securities Asset Management, LLC 11,084 11,845 6% 2020-06-30
Squar Milner Financial Services LLC 10,581 10,031 5% 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 9,578 16,958 44% 2020-06-30
First Allied Advisory Services, Inc. 9,367 0 New Buy 2020-06-30
Windsor Group LTD 9,361 9,361 No Change 2020-06-30
Patriot Financial Group Insurance Agency, LLC 9,095 3,434 165% 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 8,802 8,776 0% 2020-06-30
REDW Stanley Financial Advisors LLC 8,496 9,016 6% 2020-06-30
JNBA Financial Advisors 8,278 9,645 14% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 8,000 8,500 6% 2020-06-30
Global Strategic Investment Solutions, LLC 8,000 8,000 No Change 2020-06-30
TWO SIGMA SECURITIES, LLC 7,426 0 New Buy 2020-06-30
F3Logic, LLC 7,144 0 New Buy 2020-06-30
Asset Dedication, LLC 6,978 6,978 No Change 2020-06-30
ZACKS INVESTMENT MANAGEMENT 6,884 0 New Buy 2020-06-30
RAYMOND JAMES TRUST CO 6,805 7,383 8% 2020-06-30
Cascadia Advisory Services, LLC 6,781 0 New Buy 2020-06-30
Kohmann Bosshard Financial Services, LLC 6,075 0 New Buy 2020-06-30
Ancora Advisors, LLC 5,860 5,504 6% 2020-06-30
FMR LLC 5,721 0 New Buy 2020-06-30
Beacon Capital Management, Inc. 4,654 5,581 17% 2020-06-30
Sound Income Strategies, LLC 3,825 3,801 1% 2020-06-30
Cordasco Financial Network 3,745 4,140 10% 2020-06-30
Financial Architects, Inc 3,436 3,436 No Change 2020-06-30
BANK OF MONTREAL /CAN/ 2,880 515 459% 2020-06-30
Advocacy Wealth Management Services, LLC 2,870 3,206 10% 2020-06-30
First PREMIER Bank 2,844 2,844 No Change 2020-06-30
Horan Securities, Inc. 2,823 2,822 0% 2020-06-30
BLAIR WILLIAM & CO/IL 2,764 2,141 29% 2020-06-30
Financial Network 2,654 0 New Buy 2020-06-30
Weaver Consulting Group 2,383 2,383 No Change 2020-06-30
UNIONBANCAL CORP 2,300 2,300 No Change 2020-06-30
QUADRANT CAPITAL GROUP LLC 2,029 0 New Buy 2020-06-30
JFS WEALTH ADVISORS, LLC 1,988 2,136 7% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,877 1,921 2% 2020-06-30
Savior LLC 1,674 1,828 8% 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 1,476 629 135% 2020-06-30
Hudock Moyer Wealth Resources, LLC 1,384 1,539 10% 2020-06-30
Sonora Investment Management, LLC 1,376 0 New Buy 2020-06-30
Jacobi Capital Management LLC 1,104 86,229 99% 2020-06-30
Lehman & Derafelo Financial Resources LLC 974 974 No Change 2020-06-30
Orion Portfolio Solutions, LLC 810 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 800 800 No Change 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 686 686 No Change 2020-06-30
Global Retirement Partners, LLC 540 0 New Buy 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 400 400 No Change 2020-06-30
FFCM LLC 242 269 10% 2020-06-30
IndexIQ Advisors LLC 239 1,840 87% 2020-06-30
Summit Investment Advisors, Inc. 165 0 New Buy 2020-06-30
SRS Capital Advisors, Inc. 90 0 New Buy 2020-06-30
EVOKE WEALTH, LLC 78 78 No Change 2020-06-30
Parallel Advisors, LLC 55 55 No Change 2020-06-30
CABANA LLC 2 0 New Buy 2020-06-30
MEEDER ASSET MANAGEMENT INC 0 405 Sold Out 2020-06-30
J P MORGAN CHASE & CO 0 10,400 Sold Out 2020-06-30
Hartford Financial Management Inc. 0 201 Sold Out 2020-06-30
FIFTH THIRD BANCORP 0 513 Sold Out 2020-06-30
US BANCORP DE 0 196 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 1,000 Sold Out 2020-06-30
SIGNATUREFD, LLC 0 73 Sold Out 2020-06-30
AFFINITY WEALTH MANAGEMENT 0 8,219 Sold Out 2020-06-30
Retirement Planning Group 0 9,007 Sold Out 2020-06-30
New England Investment & Retirement Group, Inc. 0 91 Sold Out 2020-06-30
Stearns Financial Services Group 0 529 Sold Out 2020-06-30
Capital Advisors, Ltd. LLC 0 1,014 Sold Out 2020-06-30
Dynamic Advisors Solutions LLC 0 6,900 Sold Out 2020-06-30
NEXT Financial Group, Inc 0 1,475 Sold Out 2020-06-30
Armbruster Capital Management, Inc. 0 8,275 Sold Out 2020-06-30
Penserra Capital Management LLC 0 1,584 Sold Out 2020-06-30
Compass Financial Group, Inc. 0 15,128 Sold Out 2020-06-30
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 0 8,719 Sold Out 2020-06-30
Ausdal Financial Partners, Inc. 0 7,138 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 53,439 Sold Out 2020-06-30
Stone House Investment Management, LLC 0 11,466 Sold Out 2020-06-30
Ellis Investment Partners, LLC 0 527 Sold Out 2020-06-30
TCG Advisors, LP 0 16,681 Sold Out 2020-06-30
Insight Wealth Strategies, LLC 0 10,587 Sold Out 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 0 7,034 Sold Out 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 0 8,538 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 460 Sold Out 2020-06-30
Compass Ion Advisors, LLC 0 185,263 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 714 Sold Out 2020-06-30
SkyOak Wealt, LLC 0 9,346 Sold Out 2020-06-30
CLIENT 1ST ADVISORY GROUP, LLC 0 10,425 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 16,080 Sold Out 2020-06-30
Archer Investment Corp 0 96 Sold Out 2020-06-30
JustInvest LLC 0 11,905 Sold Out 2020-06-30
TOBIAS FINANCIAL ADVISORS, INC. 1,279,417 1,198,215 7% 2020-03-31
Waterloo Capital, L.P. 189,306 0 New Buy 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 187,751 191,834 2% 2020-03-31
NYL Investors LLC 120,700 110,500 9% 2020-03-31
Golden State Wealth Management, LLC 106,977 0 New Buy 2020-03-31
Executive Wealth Management, LLC 90,903 10,837 739% 2020-03-31
Gierl Augustine Investment Management Inc 71,481 69,893 2% 2020-03-31
MML INVESTORS SERVICES, LLC 69,740 64,699 8% 2020-03-31
FIFTH THIRD SECURITIES, INC. 63,555 0 New Buy 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 43,786 8,036 445% 2020-03-31
Laurel Wealth Advisors, Inc. 30,886 27,572 12% 2020-03-31
RDA Financial Network 26,448 49,758 47% 2020-03-31
Resources Investment Advisors, Inc. 16,791 18,623 10% 2020-03-31
DEUTSCHE BANK AG 1,366 5,955 77% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 350 0 New Buy 2020-03-31
Lake Point Wealth Management 61 147 59% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 28 6,653 100% 2020-03-31
Allen Capital Group, LLC 0 183,373 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 131 Sold Out 2020-03-31
Princeton Global Asset Management LLC 0 50 Sold Out 2020-03-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
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