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STOCK TICKER:
Medtronic Inc.   (ticker: MDT)
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
WELLINGTON MANAGEMENT CO LLP 33,450,211 34,225,804 2% 2021-06-30
Swiss National Bank 5,494,479 5,815,454 6% 2021-06-30
Troy Asset Management Ltd 4,531,672 0 New Buy 2021-06-30
TD ASSET MANAGEMENT INC 3,889,732 2,895,106 34% 2021-06-30
Susquehanna International Group, LLP 3,327,714 2,527,640 32% 2021-06-30
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 3,296,396 3,221,600 2% 2021-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 2,283,425 2,119,587 8% 2021-06-30
STATE OF WISCONSIN INVESTMENT BOARD 2,208,102 2,591,448 15% 2021-06-30
Sepio Capital, LLC 2,129,162 0 New Buy 2021-06-30
ING INVESTMENT MANAGEMENT LLC 1,728,066 1,860,554 7% 2021-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1,672,159 1,752,610 5% 2021-06-30
THRIVENT FINANCIAL FOR LUTHERANS 0 104,967 Sold Out 2021-06-30
Tesco Pension Investment Ltd 1,425,742 1,548,961 8% 2021-06-30
VAN ECK ASSOCIATES CORP 27,431 24,726 11% 2021-06-30
US BANCORP DE 1,274,934 1,258,854 1% 2021-06-30
STRS OHIO 1,091,673 1,199,109 9% 2021-06-30
WESTWOOD HOLDINGS GROUP INC 923,085 915,838 1% 2021-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 899,392 689,109 31% 2021-06-30
State of New Jersey Common Pension Fund D 798,625 810,776 1% 2021-06-30
SEI INVESTMENTS CO 756,975 634,350 19% 2021-06-30
State of Tennessee, Treasury Department 715,447 655,511 9% 2021-06-30
SCHWARTZ INVESTMENT COUNSEL INC 669,492 669,492 No Change 2021-06-30
VICTORY CAPITAL MANAGEMENT INC 635,177 495,241 28% 2021-06-30
TORONTO DOMINION BANK 1,200 693,799 100% 2021-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 598,704 583,601 3% 2021-06-30
Retirement Systems of Alabama 492,150 502,815 2% 2021-06-30
Vontobel Holding Ltd. 467,993 0 New Buy 2021-06-30
Seatown Holdings Pte. Ltd. 355,939 165,939 114% 2021-06-30
WestEnd Advisors, LLC 355,030 342,066 4% 2021-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 351,287 345,656 2% 2021-06-30
STATE TREASURER STATE OF MICHIGAN 338,237 0 New Buy 2021-06-30
SAM Sustainable Asset Management Ltd. 336,293 315,454 7% 2021-06-30
TCW GROUP INC 328,889 380,138 13% 2021-06-30
Sabal Trust CO 283,527 281,675 1% 2021-06-30
SG Americas Securities, LLC 281,564 440,866 36% 2021-06-30
Tamarack Advisers, LP 250,000 300,000 17% 2021-06-30
CONFLUENCE INVESTMENT MANAGEMENT LLC 244,032 0 New Buy 2021-06-30
Alaska Retirement Management Board 239,871 238,545 1% 2021-06-30
VAUGHAN DAVID INVESTMENTS INC/IL 238,470 231,357 3% 2021-06-30
TEXAS PERMANENT SCHOOL FUND 223,510 225,103 1% 2021-06-30
SMITH CHAS P & ASSOCIATES PA CPAS 220,633 215,885 2% 2021-06-30
SECTOR GAMMA ASA 209,128 229,323 9% 2021-06-30
WOLVERINE TRADING, LLC 202,502 204,682 1% 2021-06-30
TRILLIUM ASSET MANAGEMENT CORP 201,003 199,959 1% 2021-06-30
S&CO INC 198,717 200,542 1% 2021-06-30
TPI Fund Managers Ltd 181,279 187,965 4% 2021-06-30
Wallington Asset Management, LLC 171,295 167,480 2% 2021-06-30
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 163,437 163,437 No Change 2021-06-30
STOCK YARDS BANK & TRUST CO 161,909 159,862 1% 2021-06-30
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 160,276 0 New Buy 2021-06-30
Tredje AP-fonden 157,706 157,706 No Change 2021-06-30
St. James Investment Company, LLC 146,025 157,173 7% 2021-06-30
WELCH & FORBES LLC 145,466 150,656 3% 2021-06-30
Ziegler Capital Management, LLC 143,970 144,317 0% 2021-06-30
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 132,406 131,763 0% 2021-06-30
TDAM USA INC. 127,584 113,666 12% 2021-06-30
WOODSTOCK CORP 126,976 128,001 1% 2021-06-30
Feltz Wealth PLAN Inc. 126,279 116,504 8% 2021-06-30
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 124,050 124,060 0% 2021-06-30
TOWER BRIDGE ADVISORS 117,174 117,863 1% 2021-06-30
TIAA, FSB 111 111 No Change 2021-06-30
Grassi Investment Management 111,975 111,825 0% 2021-06-30
Stillwater Capital Advisors, LLC 111,196 111,186 0% 2021-06-30
Smith, Salley & Associates 56,829 57,709 2% 2021-06-30
CULLINAN ASSOCIATES INC 107,982 91,532 18% 2021-06-30
WASHINGTON TRUST CO 103,156 96,475 7% 2021-06-30
Stack Financial Management, Inc 97,139 94,568 3% 2021-06-30
CHEMUNG CANAL TRUST CO 94,678 96,800 2% 2021-06-30
United Asset Strategies, Inc. 93,680 92,675 1% 2021-06-30
DUBUQUE BANK & TRUST CO 92,108 95,218 3% 2021-06-30
WILKINS INVESTMENT COUNSEL INC 91,325 90,975 0% 2021-06-30
Varma Mutual Pension Insurance Co 87,835 87,835 No Change 2021-06-30
WASHINGTON TRUST BANK 87,644 87,366 0% 2021-06-30
Sumitomo Mitsui Asset Management Company, LTD 87,584 87,894 0% 2021-06-30
Telos Capital Management, Inc. 84,744 79,457 7% 2021-06-30
Westchester Capital Management, Inc. 81,153 80,523 1% 2021-06-30
APPLETON PARTNERS INC/MA 79,420 80,246 1% 2021-06-30
Hikari Power Ltd 79,060 79,060 No Change 2021-06-30
SECTORAL ASSET MANAGEMENT INC 77,101 52,501 47% 2021-06-30
VALICENTI ADVISORY SERVICES INC 75,072 81,070 7% 2021-06-30
Adviser Investments LLC 73,034 71,244 3% 2021-06-30
Shelter Mutual Insurance Co 71,396 0 New Buy 2021-06-30
Olstein Capital Management, L.P.(Robert A. Olstein) 71,000 76,000 7% 2021-06-30
Xcel Wealth Management, LLC 70,592 70,753 0% 2021-06-30
F&V Capital Management, LLC 67,240 66,445 1% 2021-06-30
TOTH FINANCIAL ADVISORY CORP 66,233 65,728 1% 2021-06-30
Trexquant Investment LP 63,596 0 New Buy 2021-06-30
WealthBridge Investment Counsel Inc. 59,340 57,015 4% 2021-06-30
TOKIO MARINE ASSET MANAGEMENT CO LTD 57,109 59,064 3% 2021-06-30
Segment Wealth Management, LLC 56,692 53,843 5% 2021-06-30
Somerset Trust Co 53,365 53,457 0% 2021-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 52,744 52,843 0% 2021-06-30
Value Partner Investments Inc. 47,531 42,875 11% 2021-06-30
Vestmark Advisory Solutions, Inc. 46,428 43,947 6% 2021-06-30
Stokes Capital Advisors, LLC 46,260 38,114 21% 2021-06-30
SMITHBRIDGE ASSET MANAGEMENT INC/DE 45,717 44,987 2% 2021-06-30
WESBANCO BANK INC 45,033 46,357 3% 2021-06-30
SPINNAKER TRUST 43,490 40,472 7% 2021-06-30
TWIN CAPITAL MANAGEMENT INC 41,856 40,648 3% 2021-06-30
Oak Harvest Investment Services 40,879 38,621 6% 2021-06-30
WAFRA INVESTMENT ADVISORY GROUP INC /NY 40,496 0 New Buy 2021-06-30
Scott Investment Partners LLP 40,100 40,100 No Change 2021-06-30
Verity & Verity, LLC 37,905 37,918 0% 2021-06-30
Stanley-Laman Group, Ltd. 37,204 34,252 9% 2021-06-30
TRH Financial, LLC 37,118 28,315 31% 2021-06-30
ST GERMAIN D J CO INC 36,191 37,116 2% 2021-06-30
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 35,799 35,714 0% 2021-06-30
STRATEGY ASSET MANAGERS LLC 35,386 34,291 3% 2021-06-30
Surevest Inc. 34,550 35,567 3% 2021-06-30
Perkins Coie Trust Co 34,530 0 New Buy 2021-06-30
Silvant Capital Management LLC 33,341 34,031 2% 2021-06-30
Martin Capital Partners, LLC 33,273 33,093 1% 2021-06-30
Oak Asset Management, LLC 32,555 31,024 5% 2021-06-30
SUMITOMO LIFE INSURANCE CO 30,661 35,357 13% 2021-06-30
RNC CAPITAL MANAGEMENT LLC 29,851 20,766 44% 2021-06-30
Systematic Alpha Investments, LLC 29,701 29,100 2% 2021-06-30
AdvisorNet Financial, Inc 29,058 28,555 2% 2021-06-30
Venture Visionary Partners LLC 28,712 40,065 28% 2021-06-30
Valtinson Bruner Financial Planning LLC 28,419 28,376 0% 2021-06-30
CANANDAIGUA NATIONAL CORP 28,229 30,260 7% 2021-06-30
Spectrum Asset Management, Inc. (NB/CA) 28,036 28,536 2% 2021-06-30
Canton Hathaway, LLC 26,908 26,750 1% 2021-06-30
Sicart Associates LLC 26,852 27,202 1% 2021-06-30
Wealth Advisors of Tampa Bay, LLC 26,144 26,379 1% 2021-06-30
Sowell Financial Services LLC 25,323 28,302 11% 2021-06-30
WEBSTER BANK, N. A. 25,289 24,355 4% 2021-06-30
UNITED FIRE & CASUALTY CO 25,000 25,000 No Change 2021-06-30
SPC Financial, Inc. 23,796 23,876 0% 2021-06-30
TRUST CO OF VERMONT 23,577 22,075 7% 2021-06-30
SAWGRASS ASSET MANAGEMENT LLC 23,035 20,899 10% 2021-06-30
Sawyer & Company, Inc 22,641 22,726 0% 2021-06-30
Pratt Collard Advisory Partners LLC 21,754 21,893 1% 2021-06-30
MAVERICK CAPITAL LTD (Lee Ainslie) 21,315 15,248 40% 2021-06-30
YHB Investment Advisors, Inc. 21,059 20,756 1% 2021-06-30
Sandy Spring Bank 20,817 20,578 1% 2021-06-30
Veriti Management LLC 20,507 15,366 33% 2021-06-30
WC Walker & Associates, Inc. 20,042 19,149 5% 2021-06-30
WHITTIER TRUST CO 19,372 18,817 3% 2021-06-30
Spire Wealth Management 19,103 110 17,266% 2021-06-30
Stratos Wealth Partners, LTD. 18,704 19,033 2% 2021-06-30
USCA RIA LLC 18,484 15,238 21% 2021-06-30
Wills Financial Group, Inc. 18,481 19,724 6% 2021-06-30
ARLINGTON PARTNERS LLC 18,392 18,157 1% 2021-06-30
SCHULHOFF & CO INC 18,375 18,375 No Change 2021-06-30
Hodges Capital Management Inc. 18,268 15,393 19% 2021-06-30
Truvestments Capital LLC 0 14,725 Sold Out 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 17,316 0 New Buy 2021-06-30
Truehand, Inc 17,241 17,241 No Change 2021-06-30
HALL LAURIE J TRUSTEE 17,229 17,099 1% 2021-06-30
PARK NATIONAL CORP /OH/ 16,690 19,812 16% 2021-06-30
FULTON BANK, N.A. 15,882 19,053 17% 2021-06-30
SWS Partners 15,565 15,735 1% 2021-06-30
Valeo Financial Advisors, LLC 15,559 14,364 8% 2021-06-30
Red Spruce Capital, LLC 15,482 15,545 0% 2021-06-30
Tower View Investment Management & Research LLC 15,387 2,885 433% 2021-06-30
Hudson Value Partners, LLC 15,310 14,715 4% 2021-06-30
WHITENER CAPITAL MANAGEMENT, INC. 14,830 14,880 0% 2021-06-30
SNS Financial Group, LLC 14,803 14,551 2% 2021-06-30
Town & Country Bank & Trust CO dba First Bankers Trust CO 14,746 16,886 13% 2021-06-30
Stratos Wealth Advisors, LLC 14,526 11,109 31% 2021-06-30
Verdence Capital Advisors LLC 14,427 13,967 3% 2021-06-30
NEVILLE RODIE & SHAW INC 14,279 14,679 3% 2021-06-30
SENTRY INVESTMENT MANAGEMENT INC 14,249 13,869 3% 2021-06-30
Tradition Wealth Management, LLC 14,132 0 New Buy 2021-06-30
Sound View Wealth Advisors Group, LLC 13,785 13,480 2% 2021-06-30
TRUST CO OF TOLEDO NA /OH/ 13,745 13,514 2% 2021-06-30
Triangle Securities Wealth Management 13,645 13,735 1% 2021-06-30
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 13,227 10,371 28% 2021-06-30
Uncommon Cents Investing LLC 13,110 13,350 2% 2021-06-30
Strategic Wealth Partners, Ltd. 13,039 13,640 4% 2021-06-30
Supplemental Annuity Collective Trust of NJ 13,000 13,000 No Change 2021-06-30
Rosenbaum Jay D. 12,660 12,720 0% 2021-06-30
Western Wealth Management, LLC 12,565 3,693 240% 2021-06-30
Paul A. Violich, Inc. 12,398 12,398 No Change 2021-06-30
Trust Asset Management LLC 12,173 10,818 13% 2021-06-30
West Oak Capital, LLC 12,154 11,779 3% 2021-06-30
ROTHSCHILD INVESTMENT CORP /IL 12,128 11,739 3% 2021-06-30
Windsor Group LTD 12,072 12,631 4% 2021-06-30
SIGNATUREFD, LLC 11,980 9,629 24% 2021-06-30
Pflug Koory, LLC 11,207 0 New Buy 2021-06-30
TRUSTCO BANK CORP N Y 11,842 14,442 18% 2021-06-30
Geneos Wealth Management Inc. 0 27,269 Sold Out 2021-06-30
VALLEY NATIONAL ADVISERS INC 11,510 11,557 0% 2021-06-30
CCM PARTNERS 11,306 11,039 2% 2021-06-30
EVERENCE CAPITAL MANAGEMENT INC 11,300 11,300 No Change 2021-06-30
First Financial Bank, N.A. - Trust Division 11,149 10,664 5% 2021-06-30
We Are One Seven, LLC 10,870 9,443 15% 2021-06-30
Symmetry Partner, LLC 10,786 15,289 29% 2021-06-30
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 10,390 10,166 2% 2021-06-30
Venturi Wealth Management, LLC 10,346 0 New Buy 2021-06-30
Valmark Advisers, Inc. 10,074 9,478 6% 2021-06-30
Sargent Bickham Lagudis LLC 123 10,063 99% 2021-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 9,905 9,905 No Change 2021-06-30
Sawtooth Asset Management, Inc. 9,788 9,010 9% 2021-06-30
FIRST HAWAIIAN BANK 9,650 24,017 60% 2021-06-30
Winch Advisory Services, LLC 9,478 8,675 9% 2021-06-30
WOLFF WIESE MAGANA LLC 9,319 9,309 0% 2021-06-30
SHUFRO ROSE & CO LLC 9,254 9,254 No Change 2021-06-30
OLD DOMINION CAPITAL MANAGEMENT INC 9,061 9,020 0% 2021-06-30
Loudon Investment Management, LLC 8,810 8,985 2% 2021-06-30
Sequoia Financial Advisors, LLC 8,612 8,380 3% 2021-06-30
Watchman Group, Inc. 8,523 9,678 12% 2021-06-30
SMITH, MOORE & CO. 8,444 8,397 1% 2021-06-30
WASHINGTON CAPITAL MANAGEMENT INC 8,405 8,405 No Change 2021-06-30
Signature Wealth Management Group 8,403 7,570 11% 2021-06-30
Comprehensive Portfolio Management, LLC 8,386 7,620 10% 2021-06-30
Winton Capital Group Ltd 8,323 0 New Buy 2021-06-30
Signet Investment Advisory Group, Inc. 8,229 4,501 83% 2021-06-30
Williams Jones Wealth Management, LLC. 8,106 7,575 7% 2021-06-30
NuWave Investment Management, LLC 7,712 5,104 51% 2021-06-30
Alpha Omega Wealth Management LLC 7,607 7,707 1% 2021-06-30
ROCKLAND TRUST CO 7,577 3,324 128% 2021-06-30
USAdvisors Wealth Management, LLC 7,548 6,565 15% 2021-06-30
Teamwork Financial Advisors, LLC 7,412 7,677 3% 2021-06-30
TLWM 7,250 5,198 39% 2021-06-30
SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,069 7,469 5% 2021-06-30
WCM INVESTMENT MANAGEMENT/CA 6,768 4,814 41% 2021-06-30
TECTONIC ADVISORS LLC 0 7,566 Sold Out 2021-06-30
M&R CAPITAL MANAGEMENT INC 6,650 6,700 1% 2021-06-30
Spears Abacus Advisors LLC 6,575 1,887 248% 2021-06-30
Prairiewood Capital, LLC 6,372 6,372 No Change 2021-06-30
North Star Investment Management Corp. 6,264 6,263 0% 2021-06-30
VeraBank, N.A. 6,217 6,635 6% 2021-06-30
HARDESTY CAPITAL MANAGEMENT CORP 6,216 4,066 53% 2021-06-30
TCI Wealth Advisors, Inc. 6,030 6,510 7% 2021-06-30
Emerald Investment Partners, LLC 5,998 5,445 10% 2021-06-30
Legacy Private Trust Co. 5,979 5,313 13% 2021-06-30
swisspartners Ltd. 5,965 5,914 1% 2021-06-30
TriaGen Wealth Management LLC 5,690 5,690 No Change 2021-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 5,667 5,569 2% 2021-06-30
V Wealth Management,LLC 5,615 2,010 179% 2021-06-30
Montecito Bank & Trust 5,530 5,463 1% 2021-06-30
Ridgewood Investments LLC 5,284 5,331 1% 2021-06-30
Tarbox Group, Inc. 5,165 5,165 No Change 2021-06-30
FIRST MIDWEST BANK TRUST DIVISION 5,107 5,754 11% 2021-06-30
Vantage Financial Partners Ltd., Inc. 5,000 3,500 43% 2021-06-30
WISCONSIN CAPITAL MANAGEMENT LLC 4,963 4,963 No Change 2021-06-30
Carnick & Kubik Group, LLC 4,917 4,092 20% 2021-06-30
THOMAS WHITE INTERNATIONAL LTD 4,858 4,858 No Change 2021-06-30
Virtue Capital Management, LLC 4,781 5,108 6% 2021-06-30
Soltis Investment Advisors LLC 4,763 5,266 10% 2021-06-30
SMH CAPITAL INC. 4,744 4,744 No Change 2021-06-30
TNB Financial 4,725 0 New Buy 2021-06-30
PATTEN & PATTEN INC/TN 4,683 4,940 5% 2021-06-30
WoodTrust Financial Corp 4,679 2,317 102% 2021-06-30
PEOPLES FINANCIAL SERVICES CORP. 4,620 4,820 4% 2021-06-30
Souders Financial Advisors 4,585 0 New Buy 2021-06-30
Waldron, LP 4,582 5,329 14% 2021-06-30
Voya Financial Advisors, Inc. 4,479 26,047 83% 2021-06-30
WRAPMANAGER INC 4,446 4,383 1% 2021-06-30
Sunbelt Securities, Inc. 4,406 6,852 36% 2021-06-30
SCHMIDT P J INVESTMENT MANAGEMENT INC 4,355 4,275 2% 2021-06-30
Sunflower Bank, N.A. 4,091 0 New Buy 2021-06-30
ACT Advisors, LLC. 4,304 0 New Buy 2021-06-30
Twin Lakes Capital Management, LLC 4,201 1,527 175% 2021-06-30
First Citizens Financial Corp 4,123 4,123 No Change 2021-06-30
SevenBridge Financial Group, LLC 4,042 3,805 6% 2021-06-30
Sage Mountain Advisors LLC 4,020 2,088 93% 2021-06-30
Thrive Capital Management, LLC 4,007 2,555 57% 2021-06-30
SOL Capital Management CO 3,906 4,001 2% 2021-06-30
Simmons Bank 3,906 3,711 5% 2021-06-30
SEARLE & CO. 3,819 3,819 No Change 2021-06-30
WOODWARD DIVERSIFIED CAPITAL, LLC 3,780 0 New Buy 2021-06-30
Pineno Levin & Ford Asset Management, Inc. 3,725 3,650 2% 2021-06-30
Regent Investment Management LLC 3,697 3,697 No Change 2021-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3,623 3,596 1% 2021-06-30
SCBT FINANCIAL CORP 3,587 3,983 10% 2021-06-30
WAGNER CAPITAL MANAGEMENT CORP 3,544 5,154 31% 2021-06-30
Savant Capital Management Inc 3,467 3,460 0% 2021-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 3,413 3,453 1% 2021-06-30
First Dallas Securities Inc. 3,325 3,325 No Change 2021-06-30
Summit Financial Strategies, Inc. 3,262 0 New Buy 2021-06-30
Samalin Investment Counsel, LLC 3,184 3,132 2% 2021-06-30
INTL FCSTONE INC. 3,173 0 New Buy 2021-06-30
WMS Partners, LLC 3,161 0 New Buy 2021-06-30
SAGE RHINO CAPITAL LLC 3,146 3,097 2% 2021-06-30
Tranquility Partners, LLC 3,136 0 New Buy 2021-06-30
INVESTOR RESOURCES GROUP LLC 3,093 3,093 No Change 2021-06-30
Granite Springs Asset Management LLC 3,075 3,005 2% 2021-06-30
OGOREK ANTHONY JOSEPH /NY/ /ADV 3,058 3,058 No Change 2021-06-30
S.E.E.D. Planning Group LLC 3,040 2,736 11% 2021-06-30
YorkBridge Wealth Partners, LLC 2,983 2,969 0% 2021-06-30
SUMMIT FINANCIAL GROUP INC 2,970 2,815 6% 2021-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 2,918 2,518 16% 2021-06-30
Bank of New Hampshire 2,900 0 New Buy 2021-06-30
Pinnacle Bank 2,750 2,633 4% 2021-06-30
White Lighthouse Investment Management Inc. 2,718 2,763 2% 2021-06-30
UMA Financial Services, Inc. 2,717 0 New Buy 2021-06-30
Total Clarity Wealth Management, Inc. 2,650 2,650 No Change 2021-06-30
Veracity Capital LLC 2,648 2,615 1% 2021-06-30
Sunburst Financial Group, LLC 2,637 2,698 2% 2021-06-30
UNIVEST CORP OF PENNSYLVANIA 2,591 2,091 24% 2021-06-30
Sageworth Trust Co 2,556 150 1,604% 2021-06-30
Truadvice, LLC 2,528 1,905 33% 2021-06-30
Sky Investment Group LLC 2,514 0 New Buy 2021-06-30
Successful Portfolios LLC 2,429 2,164 12% 2021-06-30
Sailer Financial LLC 2,347 0 New Buy 2021-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 2,336 0 New Buy 2021-06-30
WHITE PINE CAPITAL LLC 2,322 3,207 28% 2021-06-30
ARP AMERICAS LLC 2,310 0 New Buy 2021-06-30
Vigilant Capital Management, LLC 2,290 2,116 8% 2021-06-30
Resource Management, LLC 2,280 0 New Buy 2021-06-30
SP Asset Management 2,263 2,261 0% 2021-06-30
Pacifica Partners Inc. 2,245 2,360 5% 2021-06-30
Salvus Wealth Management, LLC 2,235 2,585 14% 2021-06-30
Wealth Alliance Advisory Group, LLC 2,209 2,246 2% 2021-06-30
Yale Capital CORP 2,202 2,002 10% 2021-06-30
Shoker Investment Counsel, Inc. 2,140 2,140 No Change 2021-06-30
XML Financial, LLC 2,108 2,123 1% 2021-06-30
WD RUTHERFORD LLC 2,107 2,087 1% 2021-06-30
Welch Group, LLC 2,098 2,098 No Change 2021-06-30
Westshore Wealth, LLC 2,079 2,063 1% 2021-06-30
WealthTrust Axiom LLC 2,035 2,035 No Change 2021-06-30
Secure Asset Management, LLC 2,034 2,026 0% 2021-06-30
Schneider Downs Wealth Management Advisors, LP 2,028 2,013 1% 2021-06-30
SALEM INVESTMENT COUNSELORS INC 1,993 1,993 No Change 2021-06-30
PBMares Wealth Management LLC 1,962 1,962 No Change 2021-06-30
Signature Wealth Management Partners, LLC 1,960 2,061 5% 2021-06-30
PALLADIEM, LLC 1,900 1,900 No Change 2021-06-30
Wealth Architects, LLC 1,801 0 New Buy 2021-06-30
Robert Brooke Zevin Associates, Inc. 1,776 1,776 No Change 2021-06-30
ABNER HERRMAN & BROCK LLC 1,763 1,796 2% 2021-06-30
WNY Asset Management, LLC 1,762 1,762 No Change 2021-06-30
Veritas Investment Management (UK) Ltd 1,761 0 New Buy 2021-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,742 1,622 7% 2021-06-30
Security National Bank 1,735 1,735 No Change 2021-06-30
SATOVSKY ASSET MANAGEMENT LLC 1,725 1,717 0% 2021-06-30
Valley Brook Capital Group, Inc. 1,725 1,650 5% 2021-06-30
Shepherd Financial Partners LLC 1,717 0 New Buy 2021-06-30
Allegiant Private Advisors, LLC 1,702 1,702 No Change 2021-06-30
SAX WEALTH ADVISORS, LLC 1,700 1,700 No Change 2021-06-30
SAGE PRIVATE WEALTH GROUP, LLC 1,683 1,659 1% 2021-06-30
STALEY CAPITAL ADVISERS INC 1,624 0 New Buy 2021-06-30
Krasney Financial LLC 1,624 0 New Buy 2021-06-30
Warren Averett Asset Management, LLC 1,587 2,229 29% 2021-06-30
Norway Savings Bank 1,215 1,215 No Change 2021-06-30
Wealth Quarterback LLC 1,174 0 New Buy 2021-06-30
West Financial Advisors, LLC 1,000 1,000 No Change 2021-06-30
Savior LLC 991 1,153 14% 2021-06-30
Stephens Investment Management Group LLC 908 908 No Change 2021-06-30
Sterling Financial Planning, Inc. 734 734 No Change 2021-06-30
tru Independence LLC 683 0 New Buy 2021-06-30
SECURITY NATIONAL TRUST CO 672 672 No Change 2021-06-30
TFC Financial Management 623 536 16% 2021-06-30
THOMPSON SIEGEL & WALMSLEY LLC 601 857 30% 2021-06-30
SOA Wealth Advisors, LLC. 501 456 10% 2021-06-30
S.A. Mason LLC 500 500 No Change 2021-06-30
Sound Income Strategies, LLC 454 368 23% 2021-06-30
Tradewinds Capital Management, LLC 436 436 No Change 2021-06-30
Lenox Wealth Advisors, Inc. 435 534 19% 2021-06-30
Rocky Mountain Advisers, LLC 400 400 No Change 2021-06-30
Stonebridge Financial Planning Group, LLC 300 300 No Change 2021-06-30
Trust Co 295 295 No Change 2021-06-30
Versant Capital Management, Inc 292 337 13% 2021-06-30
Riverview Trust Co 186 186 No Change 2021-06-30
Tortoise Investment Management, LLC 152 152 No Change 2021-06-30
Paragon Wealth Strategies, LLC 150 0 New Buy 2021-06-30
Coastal Capital Group, Inc. 119 167 29% 2021-06-30
SRS Capital Advisors, Inc. 72 0 New Buy 2021-06-30
Sugarloaf Wealth Management, LLC 68 67 1% 2021-06-30
Stuart Chaussee & Associates, Inc. 66 66 No Change 2021-06-30
TSFG, LLC 54 34 59% 2021-06-30
TFO-TDC, LLC 40 0 New Buy 2021-06-30
St. Johns Investment Management Company, LLC 24 0 New Buy 2021-06-30
Semmax Financial Advisors Inc. 14 14 No Change 2021-06-30
Selective Wealth Management 9 9 No Change 2021-06-30
Syverson Strege & Co 4 4 No Change 2021-06-30
VEREDUS ASSET MANAGEMENT LLC 0 498,626 Sold Out 2021-06-30
PRENTISS SMITH & CO INC 0 26,714 Sold Out 2021-06-30
WEDGE CAPITAL MANAGEMENT L L P/NC 0 3,115 Sold Out 2021-06-30
Virtu Financial LLC 0 9,268 Sold Out 2021-06-30
Teza Capital Management LLC 0 8,676 Sold Out 2021-06-30
Wealthstreet Investment Advisors, LLC 0 7,576 Sold Out 2021-06-30
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0 260,677 Sold Out 2021-06-30
Susquehanna International Group Ltd. 0 1,849 Sold Out 2021-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 43,295 Sold Out 2021-06-30
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