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STOCK TICKER:
Royal Dutch Shell plc   (ticker: RDS-B)
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
DIMENSIONAL FUND ADVISORS INC 8,321,075 8,210,023 1% 2020-03-31
Capital Research & Management Co - Division 3 8,303,178 24,804,203 67% 2020-03-31
Capital World Investors 6,482,339 46,979,077 86% 2020-03-31
JANE STREET GROUP, LLC 4,459,297 0 New Buy 2020-03-31
CITIGROUP INC 3,803,710 346,609 997% 2020-03-31
ALLIANCEBERNSTEIN L.P. 3,755,494 5,267,287 29% 2020-03-31
UBS Group AG 5,563 2,422,017 100% 2020-03-31
J P MORGAN CHASE & CO 2,637,946 384,762 586% 2020-03-31
Susquehanna International Group Ltd. 2,429,857 0 New Buy 2020-03-31
Capital Research Global Investors 2,236,844 7,792,112 71% 2020-03-31
STATE OF WISCONSIN INVESTMENT BOARD 2,178,106 1,211,800 80% 2020-03-31
CREDIT SUISSE/ 1,985,350 4,268 46,417% 2020-03-31
PRINCIPAL FINANCIAL GROUP INC 1,977,282 2,717,093 27% 2020-03-31
HAVERFORD TRUST CO 1,656,395 287,237 477% 2020-03-31
MACQUARIE GROUP LTD 1,601,786 1,374,732 17% 2020-03-31
Susquehanna International Group, LLP 1,503,920 894,225 68% 2020-03-31
DAVENPORT & CO LLC 1,436,364 1,462,894 2% 2020-03-31
FIRST TRUST ADVISORS LP 1,341,874 804,065 67% 2020-03-31
Chevy Chase Trust Holdings, Inc. 1,256,636 1,192,658 5% 2020-03-31
BRISTOL JOHN W & CO INC /NY/ 1,110,589 1,118,361 1% 2020-03-31
TEMASEK HOLDINGS (PRIVATE) LTD 1,101,760 3,635,028 70% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 823,070 814,519 1% 2020-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 812,377 516,905 57% 2020-03-31
Douglas Lane & Associates, LLC 763,630 621,230 23% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 753,853 1,007,763 25% 2020-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 701,239 625,484 12% 2020-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 652,867 652,867 No Change 2020-03-31
OLD REPUBLIC INTERNATIONAL CORP 639,500 639,500 No Change 2020-03-31
NWQ INVESTMENT MANAGEMENT CO LLC 630,215 429,826 47% 2020-03-31
St. James Investment Company, LLC 582,189 0 New Buy 2020-03-31
Manning & Napier Group, LLC 577,636 0 New Buy 2020-03-31
OLD MISSION CAPITAL LLC 532,158 0 New Buy 2020-03-31
VAN ECK ASSOCIATES CORP 510,310 507,900 0% 2020-03-31
Welch Group, LLC 410,294 301,769 36% 2020-03-31
Russell Investments Group, Ltd. 403,416 547,414 26% 2020-03-31
ANCHOR CAPITAL ADVISORS INC 394,397 477,160 17% 2020-03-31
Bank of New York Mellon CORP 387,148 730,350 47% 2020-03-31
Foundry Partners, LLC 379,769 362,357 5% 2020-03-31
LOGAN CAPITAL MANAGEMENT INC 377,538 388,516 3% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 371,924 788,000 53% 2020-03-31
Atlantic Trust Group, LLC 360,715 521,646 31% 2020-03-31
Westwood Global Investments LLC 343,049 0 New Buy 2020-03-31
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 328,711 0 New Buy 2020-03-31
Gabalex Capital Management LLC 325,000 375,000 13% 2020-03-31
RAYMOND JAMES & ASSOCIATES 320,030 1,026,960 69% 2020-03-31
CULLEN FROST BANKERS INC 20,003 21,346 6% 2020-03-31
FINANCIAL COUNSELORS INC 303,771 267,252 14% 2020-03-31
Hikari Power Ltd 294,280 160,660 83% 2020-03-31
Raymond James Financial Services Advisors, Inc. 289,371 265,657 9% 2020-03-31
SCOUT INVESTMENT ADVISORS INC 268,516 279,886 4% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 249,464 192,580 30% 2020-03-31
Spears Abacus Advisors LLC 243,412 108,720 124% 2020-03-31
Janney Capital Management LLC 239,252 266,204 10% 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 15,123 379,980 96% 2020-03-31
RMB Capital Management, LLC 227,167 0 New Buy 2020-03-31
Grandfield & Dodd, LLC 221,713 214,955 3% 2020-03-31
LPL Financial CORP 198,945 271,202 27% 2020-03-31
Baird Financial Group, Inc. 40,149 0 New Buy 2020-03-31
HighTower Advisors, LLC 181,854 191,915 5% 2020-03-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 181,600 0 New Buy 2020-03-31
tru Independence LLC 178,090 0 New Buy 2020-03-31
SCOTIA CAPITAL INC. 169,232 111,700 52% 2020-03-31
Granite Investment Advisors, Inc. 168,754 181,849 7% 2020-03-31
Martin Investment Management, LLC 166,810 166,810 No Change 2020-03-31
MAVEN SECURITIES Ltd 166,557 0 New Buy 2020-03-31
FLIPPIN BRUCE & PORTER INC 165,940 163,202 2% 2020-03-31
Country Club Trust Company, n.a. 162,203 0 New Buy 2020-03-31
Stamos Capital Partners, L.P. 161,113 16,740 862% 2020-03-31
CARILLON TOWER ADVISERS, INC. 157,676 174,895 10% 2020-03-31
SCHWARTZ INVESTMENT COUNSEL INC 150,700 706,700 79% 2020-03-31
HOURGLASS CAPITAL, LLC 146,255 144,405 1% 2020-03-31
WOLVERINE TRADING, LLC 141,053 66,110 113% 2020-03-31
US BANCORP DE 140,760 0 New Buy 2020-03-31
Caption Management, LLC 140,000 0 New Buy 2020-03-31
PINNACLE ASSOCIATES LTD 138,877 115,409 20% 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 137,472 381,417 64% 2020-03-31
Janney Montgomery Scott LLC 136,701 365,688 63% 2020-03-31
REIK & CO., LLC 135,407 129,177 5% 2020-03-31
AMERICAN CENTURY COMPANIES INC 125,335 10,732 1,068% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 122,945 78,969 56% 2020-03-31
Northeast Financial Consultants Inc 120,290 146,491 18% 2020-03-31
Americana Partners, LLC 116,815 109,890 6% 2020-03-31
Capital Bank & Trust Co 113,819 1,485,541 92% 2020-03-31
Valeo Financial Advisors, LLC 110,677 100,193 10% 2020-03-31
AMERICAN FINANCIAL GROUP INC 110,000 110,000 No Change 2020-03-31
Allied Investment Advisors, LLC 105,092 0 New Buy 2020-03-31
Rockefeller Capital Management L.P. 0 120,391 Sold Out 2020-03-31
TOWNSQUARE CAPITAL LLC 104,442 0 New Buy 2020-03-31
Grantham, Mayo, Van Otterloo & Co. LLC 96,700 289,300 67% 2020-03-31
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 96,685 89,465 8% 2020-03-31
FARLEY CAPITAL II L P 91,334 51,499 77% 2020-03-31
Asset Advisors Investment Management, LLC 89,327 93,007 4% 2020-03-31
Brookmont Capital Management 86,975 59,880 45% 2020-03-31
GRIFFIN ASSET MANAGEMENT, INC. 85,923 83,311 3% 2020-03-31
Goelzer Investment Management, Inc. 83,666 82,275 2% 2020-03-31
DAVIDSON D A & CO 82,829 64,459 28% 2020-03-31
BANK OF MONTREAL /CAN/ 81,874 184,627 56% 2020-03-31
Laurion Capital Management LP 74,900 0 New Buy 2020-03-31
FIFTH THIRD BANCORP 74,080 86,755 15% 2020-03-31
AMICA MUTUAL INSURANCE CO 74,025 74,025 No Change 2020-03-31
Aperio Group, LLC 71,721 97,145 26% 2020-03-31
THOMPSON SIEGEL & WALMSLEY LLC 71,636 65,124 10% 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 71,212 61,559 16% 2020-03-31
STATE BANK & TRUST 70,351 110,252 36% 2020-03-31
SRB Corp 65,000 0 New Buy 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 64,460 56,489 14% 2020-03-31
Multi-Financial Securities Corp 63,072 59,856 5% 2020-03-31
CLARET ASSET MANAGEMENT Corp 61,681 0 New Buy 2020-03-31
H D Vest Advisory Services 59,182 47,393 25% 2020-03-31
Hansberger Growth Investors, LP 56,256 42,793 31% 2020-03-31
People's United Financial, Inc. 56,255 53,433 5% 2020-03-31
Nelson Roberts Investment Advisors, LLC 55,659 54,135 3% 2020-03-31
Neuberger Berman Group LLC 53,822 1,293,171 96% 2020-03-31
Private Advisor Group, LLC 51,788 39,832 30% 2020-03-31
Watch Point Trust Co 50,628 55,173 8% 2020-03-31
BRINKER CAPITAL INC 50,346 53,130 5% 2020-03-31
Community Bank of Raymore 49,583 50,000 1% 2020-03-31
Keystone Financial Planning, Inc. 49,284 49,284 No Change 2020-03-31
Covalis Capital LLP 49,228 0 New Buy 2020-03-31
BEDDOW CAPITAL MANAGEMENT INC 48,905 0 New Buy 2020-03-31
ADVISORS MANAGEMENT GROUP INC /ADV 48,012 48,261 1% 2020-03-31
OPPENHEIMER & CO INC 47,699 41,801 14% 2020-03-31
Truehand, Inc 47,171 28,285 67% 2020-03-31
COHEN LAWRENCE B 45,806 48,381 5% 2020-03-31
WRIGHT INVESTORS SERVICE INC 43,875 40,761 8% 2020-03-31
Sandy Spring Bank 43,139 41,067 5% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 40,811 75,668 46% 2020-03-31
NAPLES GLOBAL ADVISORS, LLC 40,652 43,985 8% 2020-03-31
HPM Partners LLC 40,014 45,013 11% 2020-03-31
SG3 Management, LLC 40,000 0 New Buy 2020-03-31
Mariner Wealth Advisors, LLC 39,386 41,675 5% 2020-03-31
BP WEALTH MANAGEMENT, LLC 39,384 71,250 45% 2020-03-31
Bridge Creek Capital Management LLC 39,155 34,970 12% 2020-03-31
INGALLS & SNYDER LLC 38,158 84,011 55% 2020-03-31
Hunter Associates inc. 37,400 36,400 3% 2020-03-31
BERKSHIRE ASSET MANAGEMENT INC/PA 37,289 36,741 1% 2020-03-31
M&T BANK CORP 37,275 400,702 91% 2020-03-31
INVERNESS COUNSEL INC /NY/ 37,085 244,507 85% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 36,939 44,111 16% 2020-03-31
CWM, LLC 36,894 46,745 21% 2020-03-31
HAP Trading, LLC 36,300 0 New Buy 2020-03-31
LEE DANNER & BASS INC 36,288 39,278 8% 2020-03-31
AVALON ADVISORS L P 35,405 122,807 71% 2020-03-31
Busey Trust CO 34,031 30,540 11% 2020-03-31
Stolper Co 33,510 0 New Buy 2020-03-31
WOODSTOCK CORP 33,091 33,091 No Change 2020-03-31
RAYMOND JAMES TRUST CO 32,106 45,026 29% 2020-03-31
Portland Global Advisors LLC 31,575 14,595 116% 2020-03-31
Shoker Investment Counsel, Inc. 30,637 8,863 246% 2020-03-31
Fort Sheridan Advisors LLC 30,576 33,505 9% 2020-03-31
Pennsylvania Trust Co 30,399 52,914 43% 2020-03-31
GAMCO INVESTORS, INC. ET AL 30,215 10,215 196% 2020-03-31
LITTLE HOUSE CAPITAL LLC 29,377 28,699 2% 2020-03-31
Gilman Hill Asset Management, LLC 29,045 28,780 1% 2020-03-31
Actinver Wealth Management, Inc. 28,990 24,846 17% 2020-03-31
SIMPLEX TRADING, LLC 28,678 24,972 15% 2020-03-31
Moreno Evelyn V 28,668 33,538 15% 2020-03-31
Alpha Omega Wealth Management LLC 28,185 26,304 7% 2020-03-31
HERITAGE INVESTORS MANAGEMENT CORP 27,841 26,472 5% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 27,578 39,009 29% 2020-03-31
STEPHENS INC /AR/ 27,548 115,897 76% 2020-03-31
CAMBRIDGE TRUST CO 27,444 528,624 95% 2020-03-31
CAPITAL INTERNATIONAL S A 26,935 27,020 0% 2020-03-31
Creative Planning 0 26,872 Sold Out 2020-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 26,690 25,790 3% 2020-03-31
Independence Bank of Kentucky 26,540 22,730 17% 2020-03-31
9258 Wealth Management, LLC 26,321 0 New Buy 2020-03-31
EVERETT HARRIS & CO /CA/ 26,027 26,087 0% 2020-03-31
GROUP ONE TRADING, L.P. 25,040 0 New Buy 2020-03-31
CITY HOLDING CO 24,278 24,250 0% 2020-03-31
Ziegler Capital Management, LLC 23,656 0 New Buy 2020-03-31
SEI INVESTMENTS CO 23,543 112,192 79% 2020-03-31
FIRST WILSHIRE SECURITIES MANAGEMENT INC 23,396 0 New Buy 2020-03-31
Sigma Planning Corp 23,145 12,805 81% 2020-03-31
SYSTEMATIC FINANCIAL MANAGEMENT LP 23,100 27,400 16% 2020-03-31
DEARBORN PARTNERS LLC 22,519 108,672 79% 2020-03-31
Independent Advisor Alliance 22,435 7,384 204% 2020-03-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 22,381 9,439 137% 2020-03-31
CAPITAL ONE FINANCIAL CORP 21,974 0 New Buy 2020-03-31
Summit Financial Wealth Advisors, LLC 21,194 97,626 78% 2020-03-31
Haverford Financial Services, Inc. 20,921 0 New Buy 2020-03-31
Resource Management, LLC 19,989 14,926 34% 2020-03-31
BERKLEY W R CORP 19,846 0 New Buy 2020-03-31
DUNCKER STREETT & CO INC 19,819 16,621 19% 2020-03-31
BFSG, LLC 18,828 16,127 17% 2020-03-31
AE Wealth Management LLC 18,436 29,059 37% 2020-03-31
Berkeley Capital Partners, LLC 18,123 4,706 285% 2020-03-31
World Asset Management Inc 17,723 17,723 No Change 2020-03-31
Ausdal Financial Partners, Inc. 17,713 13,316 33% 2020-03-31
Raab & Moskowitz Asset Management LLC 17,639 26,775 34% 2020-03-31
Cetera Investment Advisers 17,467 15,766 11% 2020-03-31
TBH Global Asset Management, LLC 17,464 16,563 5% 2020-03-31
KANAWHA CAPITAL MANAGEMENT LLC 17,284 17,389 1% 2020-03-31
Financial Network 17,280 18,066 4% 2020-03-31
First Bank & Trust 17,266 9,538 81% 2020-03-31
Murphy Pohlad Asset Management LLC 17,209 16,764 3% 2020-03-31
Freestone Capital Holdings, LLC 17,006 26,861 37% 2020-03-31
KCM INVESTMENT ADVISORS LLC 16,772 0 New Buy 2020-03-31
Goss Wealth Management LLC 16,757 12,050 39% 2020-03-31
Glovista Investments LLC 16,595 0 New Buy 2020-03-31
Rosenbaum Jay D. 16,499 16,449 0% 2020-03-31
Brown Advisory Securities, LLC 16,455 0 New Buy 2020-03-31
FIRST NATIONAL TRUST CO 15,972 17,117 7% 2020-03-31
Veritable, L.P. 15,887 15,810 0% 2020-03-31
Vestmark Advisory Solutions, Inc. 15,661 41,255 62% 2020-03-31
Empirical Financial Services, LLC 15,654 3,571 338% 2020-03-31
Moors & Cabot, Inc. 15,552 11,991 30% 2020-03-31
Rathbone Brothers plc 15,450 21,450 28% 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 14,980 14,914 0% 2020-03-31
Radnor Capital Management, LLC 14,613 14,613 No Change 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 14,574 9,443 54% 2020-03-31
First Allied Advisory Services, Inc. 14,559 18,837 23% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 14,312 9,939 44% 2020-03-31
CAPITAL INTERNATIONAL INC /CA/ 14,080 73,289 81% 2020-03-31
WealthTrust Axiom LLC 14,028 14,025 0% 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13,902 105,073 87% 2020-03-31
EAGLE ASSET MANAGEMENT INC 13,710 13,870 1% 2020-03-31
TRUST CO OF VERMONT 13,580 15,061 10% 2020-03-31
Newman Dignan & Sheerar, Inc. 13,574 163,540 92% 2020-03-31
Cairn Investment Group, Inc. 13,471 15,546 13% 2020-03-31
FRANKLIN RESOURCES INC 13,406 806,411 98% 2020-03-31
BURNEY CO/ 13,369 10,059 33% 2020-03-31
180 WEALTH ADVISORS, LLC 13,292 15,577 15% 2020-03-31
Stratos Wealth Partners, LTD. 13,227 12,457 6% 2020-03-31
CARRET ASSET MANAGEMENT 13,177 16,480 20% 2020-03-31
Archetype Wealth Partners, LLC 12,880 0 New Buy 2020-03-31
SYNOVUS FINANCIAL CORP 12,819 821 1,461% 2020-03-31
BOENNING & SCATTERGOOD, INC. 12,647 12,797 1% 2020-03-31
Institute for Wealth Management, LLC. 12,495 826 1,413% 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 12,332 12,147 2% 2020-03-31
Allen Capital Group, LLC 12,317 9,258 33% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,163 10,061 21% 2020-03-31
Graves-Light Private Wealth Management, Inc. 12,146 12,187 0% 2020-03-31
Engineers Gate Manager LP 12,000 3,860 211% 2020-03-31
Diligent Investors, LLC 11,901 12,351 4% 2020-03-31
SOL Capital Management CO 11,675 4,145 182% 2020-03-31
Checchi Capital Advisers, LLC 11,612 9,717 20% 2020-03-31
STONEBRIDGE CAPITAL MANAGEMENT INC 11,394 12,894 12% 2020-03-31
GLENVIEW STATE BANK TRUST DEPT. 11,370 14,770 23% 2020-03-31
MAI Wealth Advisors 11,264 13,343 16% 2020-03-31
PagnatoKarp Partners LLC 11,260 0 New Buy 2020-03-31
COMMERCE BANK N A/MO 10,988 11,201 2% 2020-03-31
Moloney Securities Asset Management, LLC 10,923 24,012 55% 2020-03-31
CenterStar Asset Management, LLC 10,900 34,900 69% 2020-03-31
Wellesley Investment Partners, LLC 10,842 11,637 7% 2020-03-31
Bogart Wealth, LLC 10,737 45,855 77% 2020-03-31
Legacy Financial Advisors, Inc. 10,726 0 New Buy 2020-03-31
Covenant Asset Management, LLC 10,717 7,110 51% 2020-03-31
Sowell Financial Services LLC 10,632 14,818 28% 2020-03-31
Sheaff Brock Investment Advisors, LLC 10,631 5,878 81% 2020-03-31
JARISLOWSKY FRASER LTD 10,379 12,071 14% 2020-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 10,368 8,045 29% 2020-03-31
Amica Retiree Medical Trust 10,183 11,939 15% 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 10,116 8,892 14% 2020-03-31
GREEN SQUARE CAPITAL MANAGEMENT LLC 10,071 0 New Buy 2020-03-31
Stillwater Capital Advisors, LLC 10,000 10,000 No Change 2020-03-31
FineMark National Bank & Trust 9,976 8,686 15% 2020-03-31
Private Advisory Group LLC 9,904 0 New Buy 2020-03-31
TRADITION ASSET MANAGEMENT LLC 9,871 50,307 80% 2020-03-31
Hayek Kallen Investment Management 9,800 0 New Buy 2020-03-31
LETKO, BROSSEAU & ASSOCIATES INC 9,715 11,490 15% 2020-03-31
Robertson Stephens Wealth Management, LLC 9,660 0 New Buy 2020-03-31
Sound View Wealth Advisors Group, LLC 9,653 15,461 38% 2020-03-31
REGIONS FINANCIAL CORP 9,641 9,286 4% 2020-03-31
CAPTRUST FINANCIAL ADVISORS 9,633 0 New Buy 2020-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 9,554 9,691 1% 2020-03-31
Buckingham Asset Management, LLC 9,553 9,068 5% 2020-03-31
Altium Wealth Management LLC 9,551 0 New Buy 2020-03-31
Wealthstreet Investment Advisors, LLC 0 1,000 Sold Out 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 9,464 4,000 137% 2020-03-31
COURIER CAPITAL CORP 9,329 9,989 7% 2020-03-31
PANAGORA ASSET MANAGEMENT INC 9,123 0 New Buy 2020-03-31
TEXAS CAPITAL BANCSHARES INC/TX 9,120 6,327 44% 2020-03-31
WESBANCO BANK INC 9,000 9,123 1% 2020-03-31
LINCOLN NATIONAL CORP 8,980 0 New Buy 2020-03-31
BLAIR WILLIAM & CO/IL 8,894 12,724 30% 2020-03-31
Steward Partners Investment Advisory, LLC 8,838 21,901 60% 2020-03-31
Cubist Systematic Strategies, LLC 8,791 0 New Buy 2020-03-31
Laurel Wealth Advisors, Inc. 8,757 8,618 2% 2020-03-31
Callahan, Leighton & Co., LLC 8,740 10,400 16% 2020-03-31
Kovack Advisors, Inc. 8,586 0 New Buy 2020-03-31
Capital Asset Advisory Services LLC 8,555 56 15,177% 2020-03-31
BROOKS, MOORE & ASSOCIATES, INC. 8,495 13,045 35% 2020-03-31
HYA Advisors, Inc 8,494 0 New Buy 2020-03-31
WRAPMANAGER INC 8,297 9,012 8% 2020-03-31
GAMBLE JONES INVESTMENT COUNSEL 8,180 14,462 43% 2020-03-31
HENDERSON GROUP PLC 8,168 9,789 17% 2020-03-31
Sculati Wealth Management, LLC 8,155 8,500 4% 2020-03-31
Cooper Financial Group 8,045 7,136 13% 2020-03-31
ROTHSCHILD INVESTMENT CORP /IL 7,882 7,332 8% 2020-03-31
Financial Architects, Inc 7,873 8,263 5% 2020-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 7,849 0 New Buy 2020-03-31
BESSEMER GROUP INC 7,835 9,571 18% 2020-03-31
Element Wealth, LLC 7,782 0 New Buy 2020-03-31
ZWJ INVESTMENT COUNSEL INC 7,712 10,886 29% 2020-03-31
Lakeview Capital Partners, LLC 7,584 14,019 46% 2020-03-31
HUNTINGTON NATIONAL BANK 7,475 8,029 7% 2020-03-31
NEXT Financial Group, Inc 7,443 754 887% 2020-03-31
HBK Sorce Advisory LLC 7,406 6,759 10% 2020-03-31
Sontag Advisory, LLC 7,316 6,217 18% 2020-03-31
American Research & Management Co. 7,300 6,370 15% 2020-03-31
Rodgers Brothers Inc. 7,240 8,302 13% 2020-03-31
Koshinski Asset Management, Inc. 7,227 4,691 54% 2020-03-31
Hilltop Holdings Inc. 7,179 0 New Buy 2020-03-31
Bridgeworth, LLC 7,084 7,140 1% 2020-03-31
PHYSICIANS FINANCIAL SERVICES, INC. 6,937 7,237 4% 2020-03-31
TD ASSET MANAGEMENT INC 6,873 14,194 52% 2020-03-31
Global Retirement Partners, LLC 6,867 6,964 1% 2020-03-31
NorthCoast Asset Management LLC 6,800 0 New Buy 2020-03-31
Point View Financial Services, Inc. 6,760 5,779 17% 2020-03-31
EQUITABLE TRUST CO 6,743 0 New Buy 2020-03-31
Integrated Wealth Concepts LLC 6,692 9,579 30% 2020-03-31
ALBERT D MASON INC 6,590 6,590 No Change 2020-03-31
CIBC Global Asset Management Inc 6,580 84,458 92% 2020-03-31
A. D. Beadell Investment Counsel, Inc. 6,550 9,430 31% 2020-03-31
SCBT FINANCIAL CORP 6,452 7,027 8% 2020-03-31
Regent Investment Management LLC 6,410 9,110 30% 2020-03-31
Verdence Capital Advisors LLC 6,406 6,980 8% 2020-03-31
Cubic Asset Management, LLC 6,377 6,377 No Change 2020-03-31
ALTFEST L J & CO INC 6,377 10,020 36% 2020-03-31
First PREMIER Bank 6,202 7,342 16% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 6,186 5,439 14% 2020-03-31
Migdal Insurance & Financial Holdings Ltd. 5,700 0 New Buy 2020-03-31
AllSquare Wealth Management LLC 5,450 9,300 41% 2020-03-31
Squar Milner Financial Services LLC 5,325 2,689 98% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 5,292 2,562 107% 2020-03-31
SG Americas Securities, LLC 5,154 5,000 3% 2020-03-31
Financial Advisory Service, Inc. 5,052 0 New Buy 2020-03-31
Rosenberg Matthew Hamilton 5,018 0 New Buy 2020-03-31
Jacobi Capital Management LLC 4,678 5,264 11% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 4,615 3,611 28% 2020-03-31
GLENMEDE TRUST CO NA 4,601 4,601 No Change 2020-03-31
GAGNON SECURITIES LLC 4,341 0 New Buy 2020-03-31
Bartlett & Co. LLC 4,178 0 New Buy 2020-03-31
EVOKE WEALTH, LLC 3,975 26,509 85% 2020-03-31
PROEQUITIES, INC. 3,908 3,768 4% 2020-03-31
WHITTIER TRUST CO 3,902 2,548 53% 2020-03-31
CFM WEALTH PARTNERS LLC 3,752 0 New Buy 2020-03-31
AlphaMark Advisors, LLC 3,749 3,634 3% 2020-03-31
Sonora Investment Management, LLC 3,733 403 826% 2020-03-31
Firestone Capital Management 3,550 6,800 48% 2020-03-31
Barrett Asset Management, LLC 3,520 3,670 4% 2020-03-31
WEST BANCORPORATION INC 3,300 3,300 No Change 2020-03-31
Wealthcare Advisory Partners LLC 3,160 3,945 20% 2020-03-31
SIGNATUREFD, LLC 3,045 1,918 59% 2020-03-31
TORONTO DOMINION BANK 30 6,200 100% 2020-03-31
VIKING FUND MANAGEMENT LLC 3,000 115,300 97% 2020-03-31
Quilter Plc 2,966 0 New Buy 2020-03-31
Carroll Financial Associates, Inc. 2,895 2,206 31% 2020-03-31
AdvisorNet Financial, Inc 2,879 3,464 17% 2020-03-31
Cornerstone Advisors, Inc. 2,772 238 1,065% 2020-03-31
Private Capital Group, LLC 2,703 2,518 7% 2020-03-31
Paragon Capital Management LLC 2,563 0 New Buy 2020-03-31
Johnson Financial Group, Inc. 2,483 568 337% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 2,471 2,596 5% 2020-03-31
Oakworth Capital, Inc. 2,370 2,370 No Change 2020-03-31
Kistler-Tiffany Companies, LLC 2,159 2,159 No Change 2020-03-31
PEOPLES FINANCIAL SERVICES CORP. 2,130 2,130 No Change 2020-03-31
DELTA ASSET MANAGEMENT LLC/TN 2,105 2,334 10% 2020-03-31
Laurel Wealth Advisors LLC 2,033 2,033 No Change 2020-03-31
AMERITAS INVESTMENT CORP 2,031 116 1,651% 2020-03-31
Stonebridge Capital Advisors LLC 2,022 2,074 3% 2020-03-31
Capital Investment Advisory Services, LLC 2,021 2,321 13% 2020-03-31
OLD SECOND NATIONAL BANK OF AURORA 1,919 1,919 No Change 2020-03-31
First Personal Financial Services 1,770 1,400 26% 2020-03-31
SMITHFIELD TRUST CO 1,718 2,601 34% 2020-03-31
CREDIT AGRICOLE S A 1,705 0 New Buy 2020-03-31
IFP Advisors, Inc 1,696 1,760 4% 2020-03-31
Capital Analysts, Inc. 1,440 0 New Buy 2020-03-31
Pacifica Partners Inc. 1,365 1,440 5% 2020-03-31
Golden State Wealth Management, LLC 1,363 0 New Buy 2020-03-31
UNIONBANCAL CORP 1,299 2,388 46% 2020-03-31
Capital Square, LLC 1,255 0 New Buy 2020-03-31
M&R CAPITAL MANAGEMENT INC 1,245 1,045 19% 2020-03-31
SECURITY NATIONAL TRUST CO 1,230 1,230 No Change 2020-03-31
Carmichael Hill & Associates, Inc. 1,109 1,109 No Change 2020-03-31
GABLES CAPITAL MANAGEMENT INC. 1,068 1,068 No Change 2020-03-31
Hudock Moyer Wealth Resources, LLC 1,034 1,034 No Change 2020-03-31
FIRST MANHATTAN CO 1,010 960 5% 2020-03-31
Financial Management Professionals, Inc. 1,000 1,000 No Change 2020-03-31
FNY Investment Advisers, LLC 1,000 0 New Buy 2020-03-31
Trust Co 996 996 No Change 2020-03-31
Berman Capital Advisors, LLC 969 62 1,463% 2020-03-31
WASHINGTON TRUST CO 942 0 New Buy 2020-03-31
Hanson McClain, Inc. 871 544 60% 2020-03-31
MANCHESTER FINANCIAL INC 867 940 8% 2020-03-31
SMITH ASSET MANAGEMENT GROUP LP 842 1,062 21% 2020-03-31
Sugarloaf Wealth Management, LLC 823 821 0% 2020-03-31
Covington Capital Management 808 808 No Change 2020-03-31
DIVIDEND GROWTH ADVISORS, LLC 800 800 No Change 2020-03-31
Investors Research Corp 736 736 No Change 2020-03-31
Parallel Advisors, LLC 731 2,526 71% 2020-03-31
Mondrian Investment Partners LTD 688 575 20% 2020-03-31
FEDERATED INVESTORS INC /PA/ 680 1,338,054 100% 2020-03-31
D'Orazio & Associates, Inc. 650 650 No Change 2020-03-31
Sterling Investment Advisors, Ltd. 631 631 No Change 2020-03-31
TRUEWEALTH LLC 610 1,053 42% 2020-03-31
Focused Wealth Management, Inc 601 501 20% 2020-03-31
VALLEY NATIONAL ADVISERS INC 596 889 33% 2020-03-31
Eudaimonia Partners, LLC 572 0 New Buy 2020-03-31
Archer Investment Corp 566 566 No Change 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 519 2,177 76% 2020-03-31
BENJAMIN EDWARDS INC 517 491 5% 2020-03-31
MOTCO 516 516 No Change 2020-03-31
Cordasco Financial Network 502 403 25% 2020-03-31
OPTIMUM INVESTMENT ADVISORS 500 500 No Change 2020-03-31
BARCLAYS PLC 500 46,636 99% 2020-03-31
Allred Capital Management, LLC 500 1,516 67% 2020-03-31
Arkadios Wealth Advisors 489 0 New Buy 2020-03-31
Patriot Financial Group Insurance Agency, LLC 479 128 274% 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 478 268 78% 2020-03-31
Amerivest Investment Management LLC 454 18,075 97% 2020-03-31
Goodman & Company, Investment Counsel Ltd. 450 123,091 100% 2020-03-31
Ancora Advisors, LLC 450 0 New Buy 2020-03-31
Disciplined Investments, LLC 444 0 New Buy 2020-03-31
Winslow, Evans & Crocker, Inc. 404 10,474 96% 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 386 346 12% 2020-03-31
Arden Trust Co 379 0 New Buy 2020-03-31
First Command Bank 377 377 No Change 2020-03-31
First Command Financial Services, Inc. 377 377 No Change 2020-03-31
Barnett & Company, Inc. 375 0 New Buy 2020-03-31
Asset Dedication, LLC 357 357 No Change 2020-03-31
Botty Investors LLC 350 56,897 99% 2020-03-31
HC FINANCIAL ADVISORS INC 321 0 New Buy 2020-03-31
BerganKDV Wealth Management, LLC 312 148 111% 2020-03-31
AlphaCore Capital LLC 308 0 New Buy 2020-03-31
Roble, Belko & Company, Inc 304 304 No Change 2020-03-31
North Star Investment Management Corp. 300 1,050 71% 2020-03-31
Engrave Wealth Partners LLC 300 300 No Change 2020-03-31
BOURGEON CAPITAL MANAGEMENT LLC 269 269 No Change 2020-03-31
Weaver Consulting Group 269 399 33% 2020-03-31
Pinnacle Bank 267 346 23% 2020-03-31
Pathstone Family Office, LLC 256 0 New Buy 2020-03-31
Cascade Investment Advisors, Inc. 250 250 No Change 2020-03-31
Column Capital Advisors, LLC 239 0 New Buy 2020-03-31
Bedel Financial Consulting, Inc. 210 200 5% 2020-03-31
Larson Financial Group LLC 207 296 30% 2020-03-31
Spectrum Management Group, Inc. 202 0 New Buy 2020-03-31
Summit Investment Advisors, Inc. 200 200 No Change 2020-03-31
Edge Wealth Management LLC 200 316 37% 2020-03-31
Princeton Global Asset Management LLC 200 0 New Buy 2020-03-31
Prestige Wealth Management Group LLC 200 200 No Change 2020-03-31
Global Wealth Management Investment Advisory, Inc. 196 196 No Change 2020-03-31
WEBSTER BANK, N. A. 168 70 140% 2020-03-31
BDO Wealth Advisors, LLC 165 536 69% 2020-03-31
Savior LLC 158 158 No Change 2020-03-31
Evolution Wealth Advisors, LLC 155 0 New Buy 2020-03-31
Advisory Alpha, LLC 152 22 591% 2020-03-31
CBIZ Investment Advisory Services, LLC 151 0 New Buy 2020-03-31
First National Bank of South Miami 137 137 No Change 2020-03-31
Lake Point Wealth Management 107 341 69% 2020-03-31
EPG Wealth Management LLC 103 78 32% 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 100 100 No Change 2020-03-31
Blume Capital Management, Inc. 100 0 New Buy 2020-03-31
Salomon & Ludwin, LLC 100 100 No Change 2020-03-31
Semmax Financial Advisors Inc. 84 151 44% 2020-03-31
Sound Income Strategies, LLC 79 79 No Change 2020-03-31
DEUTSCHE BANK AG 70 1,990 96% 2020-03-31
ADIRONDACK TRUST CO 64 64 No Change 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 64 64 No Change 2020-03-31
TSFG, LLC 54 47 15% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 53 1,053 95% 2020-03-31
Willingdon Wealth Management 51 51 No Change 2020-03-31
MCF Advisors LLC 50 50 No Change 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 41 361 89% 2020-03-31
Lindbrook Capital, LLC 39 0 New Buy 2020-03-31
Perkins Coie Trust Co 34 34 No Change 2020-03-31
Global Financial Private Capital, LLC 33 48,037 100% 2020-03-31
Ellis Investment Partners, LLC 32 0 New Buy 2020-03-31
TOMPKINS FINANCIAL CORP 31 31 No Change 2020-03-31
THOMAS WHITE INTERNATIONAL LTD 30 30 No Change 2020-03-31
Filbrandt Wealth Management, LLC 29 28 4% 2020-03-31
Bay Harbor Wealth Management, LLC 26 1,761 99% 2020-03-31
Financial Enhancement Group LLC 23 0 New Buy 2020-03-31
Hartland & Co., LLC 22 0 New Buy 2020-03-31
QCI ASSET MANAGEMENT INC/NY 21 21 No Change 2020-03-31
HOWE & RUSLING INC 17 17 No Change 2020-03-31
Harwood Advisory Group, LLC 16 0 New Buy 2020-03-31
WHITE BAY PT LLC 14 0 New Buy 2020-03-31
Glassman Wealth Services 14 20 30% 2020-03-31
Front Row Advisors LLC 13 296 96% 2020-03-31
JFS WEALTH ADVISORS, LLC 9 9 No Change 2020-03-31
HHM Wealth Advisors, LLC 9 0 New Buy 2020-03-31
USCA RIA LLC 8 6,373 100% 2020-03-31
MEEDER ASSET MANAGEMENT INC 3 296 99% 2020-03-31
Gradient Investments LLC 2 59 97% 2020-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 0 4,450 Sold Out 2020-03-31
Ruffer LLP 0 4,100 Sold Out 2020-03-31
EASTERN BANK 0 3,718 Sold Out 2020-03-31
HENNESSY ADVISORS INC 0 72,400 Sold Out 2020-03-31
FORBES J M & CO LLP 0 179,140 Sold Out 2020-03-31
Baker Ellis Asset Management LLC 0 17,160 Sold Out 2020-03-31
FIRST HAWAIIAN BANK 0 3,923 Sold Out 2020-03-31
Linscomb & Williams, Inc. 0 4,177 Sold Out 2020-03-31
MOODY LYNN & CO/ 0 55,601 Sold Out 2020-03-31
Opus Capital Group, LLC 0 3,430 Sold Out 2020-03-31
CT Mason 0 1,077 Sold Out 2020-03-31
BRYN MAWR TRUST CO/PA 0 3,522 Sold Out 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 0 127 Sold Out 2020-03-31
MACKENZIE FINANCIAL CORP 0 161,043 Sold Out 2020-03-31
Cullen Capital Management, LLC 0 656,345 Sold Out 2020-03-31
MERITAGE PORTFOLIO MANAGEMENT 0 64,998 Sold Out 2020-03-31
BANK OF HAWAII 0 4,723 Sold Out 2020-03-31
Hamlin Capital Management, LLC 0 1,234,591 Sold Out 2020-03-31
NORTH STAR ASSET MANAGEMENT INC 0 3,476 Sold Out 2020-03-31
CANANDAIGUA NATIONAL BANK & TRUST CO 0 6,497 Sold Out 2020-03-31
ALBION FINANCIAL GROUP /UT 0 68,776 Sold Out 2020-03-31
BLB&B Advisors, LLC 0 4,722 Sold Out 2020-03-31
Cornerstone Investment Partners, LLC 0 4,038 Sold Out 2020-03-31
EATON VANCE MANAGEMENT 0 4,356 Sold Out 2020-03-31
Baldwin Investment Management, LLC 0 4,104 Sold Out 2020-03-31
MONETARY MANAGEMENT GROUP INC 0 109 Sold Out 2020-03-31
LAZARD ASSET MANAGEMENT LLC 0 6,156 Sold Out 2020-03-31
WHITE PINE CAPITAL LLC 0 4,555 Sold Out 2020-03-31
MATRIX ASSET ADVISORS INC/NY 0 156,965 Sold Out 2020-03-31
MORGENS WATERFALL VINTIADIS & CO INC 0 7,792 Sold Out 2020-03-31
CAUSEWAY CAPITAL MANAGEMENT LLC 0 490,293 Sold Out 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 0 1,918 Sold Out 2020-03-31
COLONY GROUP LLC 0 87,631 Sold Out 2020-03-31
FIDUCIARY TRUST CO 0 5,106 Sold Out 2020-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 0 4,300 Sold Out 2020-03-31
GREYLIN INVESTMENT MANGEMENT INC 0 6,800 Sold Out 2020-03-31
FIRST INTERSTATE BANK 0 300 Sold Out 2020-03-31
SHEETS SMITH & ASSOCIATES INC 0 4,164 Sold Out 2020-03-31
Premier Asset Managment LLC 0 4,560 Sold Out 2020-03-31
Hollow Brook Associates LLC 0 25,547 Sold Out 2020-03-31
First City Capital Management, Inc. 0 5,662 Sold Out 2020-03-31
STOCK YARDS BANK & TRUST CO 0 3,511 Sold Out 2020-03-31
ZEKE CAPITAL ADVISORS, LLC 0 4,424 Sold Out 2020-03-31
National Asset Management, Inc. 0 72 Sold Out 2020-03-31
Berson & Corrado Investment Advisors, LLC 0 47,403 Sold Out 2020-03-31
FULTON BANK, N.A. 0 12,689 Sold Out 2020-03-31
Wellington Shields Capital Management, LLC 0 5,436 Sold Out 2020-03-31
Clear Harbor Asset Management, LLC 0 500 Sold Out 2020-03-31
ETRADE Capital Management LLC 0 22,740 Sold Out 2020-03-31
Thomas J. Herzfeld Advisors, Inc. 0 276 Sold Out 2020-03-31
Financeware, Inc. 0 143 Sold Out 2020-03-31
FIRST FINANCIAL CORP /IN/ 0 525 Sold Out 2020-03-31
Parkside Financial Bank & Trust 0 4,850 Sold Out 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 0 1,600 Sold Out 2020-03-31
Family Management Corp 0 80 Sold Out 2020-03-31
Private Wealth Advisors, Inc. 0 16,507 Sold Out 2020-03-31
Jolley Asset Management, LLC 0 4,669 Sold Out 2020-03-31
Princeton Portfolio Strategies Group LLC 0 4,665 Sold Out 2020-03-31
FDx Advisors, Inc. 0 42,719 Sold Out 2020-03-31
Horan Capital Advisors, LLC. 0 1,031 Sold Out 2020-03-31
PEDDOCK CAPITAL ADVISORS, LLC 0 400 Sold Out 2020-03-31
E&G Advisors, LP 0 4,600 Sold Out 2020-03-31
Tillar-Wenstrup Advisors, LLC 0 29,992 Sold Out 2020-03-31
Columbia Asset Management 0 3,738 Sold Out 2020-03-31
BRAVE ASSET MANAGEMENT INC 0 40,756 Sold Out 2020-03-31
Syntal Capital Partners, LLC 0 4,086 Sold Out 2020-03-31
Archford Capital Strategies, LLC 0 12,668 Sold Out 2020-03-31
PARK CIRCLE Co 0 56,150 Sold Out 2020-03-31
Sippican Capital Adivsors 0 3,486 Sold Out 2020-03-31
PARK AVENUE SECURITIES LLC 0 9,343 Sold Out 2020-03-31
Mercer Capital Advisers, Inc. 0 200 Sold Out 2020-03-31
Argent Trust Co 0 7,933 Sold Out 2020-03-31
RFG Advisory Group, LLC 0 14,519 Sold Out 2020-03-31
LVW Advisors, LLC 0 7,331 Sold Out 2020-03-31
Pacer Advisors, Inc. 0 11,278 Sold Out 2020-03-31
Bruderman Asset Management, LLC 0 160,225 Sold Out 2020-03-31
ROPES WEALTH ADVISORS LLC 0 72 Sold Out 2020-03-31
Squarepoint Ops LLC 0 29,826 Sold Out 2020-03-31
Gratus Capital LLC 0 106,628 Sold Out 2020-03-31
NWAM LLC 0 4,017 Sold Out 2020-03-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 0 4,432 Sold Out 2020-03-31
Coconut Grove Bank 0 4,900 Sold Out 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 0 4,210 Sold Out 2020-03-31
Stuart Chaussee & Associates, Inc. 0 344 Sold Out 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 0 157 Sold Out 2020-03-31
Oliver Luxxe Assets LLC 0 38,278 Sold Out 2020-03-31
Cribstone Capital Management, LLC 0 150 Sold Out 2020-03-31
TRUE Private Wealth Advisors 0 10,552 Sold Out 2020-03-31
RE ADVISERS CORP 0 1,188,061 Sold Out 2020-03-31
Cutler Group LP 0 18,000 Sold Out 2020-03-31
ELCO Management Co., LLC 0 4,600 Sold Out 2020-03-31
Massey, Quick & Co., LLC 0 283 Sold Out 2020-03-31
Meridian Wealth Management, LLC 0 4,169 Sold Out 2020-03-31
LYELL WEALTH MANAGEMENT, LP 0 3,666 Sold Out 2020-03-31
IHT Wealth Management, LLC 0 10,109 Sold Out 2020-03-31
YorkBridge Wealth Partners, LLC 0 4,287 Sold Out 2020-03-31
HCR Wealth Advisors 0 3,350 Sold Out 2020-03-31
Legacy Advisors, LLC 0 6,844 Sold Out 2020-03-31
Arlington Financial Advisors, LLC 0 29,665 Sold Out 2020-03-31
Global Trust Asset Management, LLC 0 1 Sold Out 2020-03-31
SeaCrest Wealth Management, LLC 0 5,488 Sold Out 2020-03-31
Crewe Advisors LLC 0 94 Sold Out 2020-03-31
Pinnacle Wealth Planning Services, Inc. 0 4,655 Sold Out 2020-03-31
Icon Wealth Partners, LLC 0 5,007 Sold Out 2020-03-31
Martin Capital Partners, LLC 0 86,144 Sold Out 2020-03-31
STRATEGIC CAPITAL ADVISERS, INC. 0 30,459 Sold Out 2020-03-31
Prime Capital Investment Advisors, LLC 0 300 Sold Out 2020-03-31
Financial Advocates Investment Management 0 3,547 Sold Out 2020-03-31
We Are One Seven, LLC 0 20,018 Sold Out 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 0 22 Sold Out 2020-03-31
BREITER CAPITAL MANAGEMENT INC 0 6,433 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 193 Sold Out 2020-03-31
Greenline Partners, LLC 0 24,648 Sold Out 2020-03-31
PLIMOTH TRUST CO LLC 0 4,155 Sold Out 2020-03-31
Nachman Norwood & Parrott, Inc 0 11,590 Sold Out 2020-03-31
Inlet Private Wealth, LLC 0 4,700 Sold Out 2020-03-31
Shulman DeMeo Asset Management LLC 0 3,928 Sold Out 2020-03-31
Jackson Hole Capital Partners, LLC 0 2,805 Sold Out 2020-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 0 25,002 Sold Out 2020-03-31
Aspire Private Capital, LLC 0 2,886 Sold Out 2020-03-31
Lehman & Derafelo Financial Resources LLC 0 2,713 Sold Out 2020-03-31
Miramar Capital, LLC 0 129,514 Sold Out 2020-03-31
Edge Capital Group, LLC 0 96,777 Sold Out 2020-03-31
Van Leeuwen & Company, LLC 0 4,994 Sold Out 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 0 302 Sold Out 2020-03-31
LAKE STREET FINANCIAL LLC 0 30,510 Sold Out 2020-03-31
Farmers & Merchants Trust Co of Long Beach 0 5,263 Sold Out 2020-03-31
SlateStone Wealth, LLC 0 29,008 Sold Out 2020-03-31
GYL FINANCIAL SYNERGIES, LLC 0 3,478 Sold Out 2020-03-31
Coastal Investment Advisors, Inc. 0 175 Sold Out 2020-03-31
Westhampton Capital, LLC 0 5,970 Sold Out 2020-03-31
Keudell/Morrison Wealth Management 0 7,719 Sold Out 2020-03-31
Phoenix Holdings Ltd. 0 6,500 Sold Out 2020-03-31
S.A. Mason LLC 0 410 Sold Out 2020-03-31
ATTICUS WEALTH MANAGEMENT, LLC 0 11 Sold Out 2020-03-31
Samalin Investment Counsel, LLC 0 1,505 Sold Out 2020-03-31
ICW Investment Advisors LLC 0 4,007 Sold Out 2020-03-31
Integrated Advisors Network LLC 0 7,327 Sold Out 2020-03-31
Great Diamond Partners, LLC 0 550 Sold Out 2020-03-31
Teamwork Financial Advisors, LLC 0 8,437 Sold Out 2020-03-31
Capital Wealth Alliance, LLC 0 24 Sold Out 2020-03-31
HOHIMER WEALTH MANAGEMENT, LLC 0 21,992 Sold Out 2020-03-31
Asio Capital, LLC 0 32,255 Sold Out 2020-03-31
Argent Advisors, Inc. 0 3,066 Sold Out 2020-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 0 61,496 Sold Out 2020-03-31
Total Clarity Wealth Management, Inc. 0 500 Sold Out 2020-03-31
BANK OF AMERICA CORP /DE/ 21,315,365 24,263,707 12% 2019-12-31
MORGAN STANLEY 7,602,554 7,520,375 1% 2019-12-31
ROYAL BANK OF CANADA 5,703,738 0 New Buy 2019-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 5,102,959 5,146,120 1% 2019-12-31
FMR LLC 0 4,900,202 Sold Out 2019-12-31
WELLS FARGO & CO/MN 2,571,771 2,355,084 9% 2019-12-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 2,554,636 3,197,160 20% 2019-12-31
Orbis Allan Gray Ltd 2,511,203 2,508,958 0% 2019-12-31
NORTHERN TRUST CORP 2,483,884 2,497,638 1% 2019-12-31
GOLDMAN SACHS GROUP INC 23,454 28,697 18% 2019-12-31
AMERIPRISE FINANCIAL INC 2,077,520 1,852,612 12% 2019-12-31
HARDING LOEVNER LLC 2,053,373 2,147,332 4% 2019-12-31
BRANDYWINE ASSET MANAGEMENT LLC 1,031,206 1,051,589 2% 2019-12-31
STIFEL FINANCIAL CORP 0 350,819 Sold Out 2019-12-31
BB&T CORP 393,823 62,762 527% 2019-12-31
VAUGHAN DAVID INVESTMENTS INC/IL 371,212 365,966 1% 2019-12-31
MILLENNIUM MANAGEMENT LLC 250,368 0 New Buy 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 233,528 225,693 3% 2019-12-31
Oscan Associates Inc. 221,221 215,472 3% 2019-12-31
TNB Financial 191,509 187,574 2% 2019-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 176,248 146,332 20% 2019-12-31
CHILTON CAPITAL MANAGEMENT LLC 154,085 153,498 0% 2019-12-31
CIBC World Markets Inc. 150,734 174,328 14% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 125,694 124,183 1% 2019-12-31
Advisor Group, Inc. 122,502 124,298 1% 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 114,810 97,719 17% 2019-12-31
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 113,805 112,610 1% 2019-12-31
Crossmark Global Holdings, Inc. 99,771 103,231 3% 2019-12-31
PEAK6 Investments LLC 81,200 106,200 24% 2019-12-31
D. E. Shaw & Co., INC. (David E. Shaw) 74,159 24,250 206% 2019-12-31
GEODE CAPITAL MANAGEMENT LLC 72,245 61,443 18% 2019-12-31
Azimuth Capital Management LLC 69,216 68,621 1% 2019-12-31
Kovitz Investment Group Partners, LLC 54,977 45,202 22% 2019-12-31
NEVILLE RODIE & SHAW INC 54,688 77,585 30% 2019-12-31
Unified Trust Company, N.A. 54,006 54,006 No Change 2019-12-31
Quantitative Investment Management, LLC 49,840 0 New Buy 2019-12-31
Pinkerton Retirement Specialists, LLC 48,224 47,110 2% 2019-12-31
ATRIA INVESTMENTS LLC 38,705 0 New Buy 2019-12-31
Voya Financial Advisors, Inc. 37,904 29,523 28% 2019-12-31
Walleye Trading LLC 35,200 47,100 25% 2019-12-31
MML INVESTORS SERVICES, LLC 34,813 18,721 86% 2019-12-31
Mutual Advisors, LLC 30,834 32,113 4% 2019-12-31
FAYEZ SAROFIM & CO 26,609 26,867 1% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 26,425 0 New Buy 2019-12-31
SIT INVESTMENT ASSOCIATES INC 25,900 48,300 46% 2019-12-31
Prospera Financial Services 24,883 19,542 27% 2019-12-31
Sky Investment Group LLC 22,857 21,887 4% 2019-12-31
Simmons Bank 21,262 21,642 2% 2019-12-31
Lido Advisors, LLC 19,543 6,458 203% 2019-12-31
Sawtooth Asset Management, Inc. 19,306 7,550 156% 2019-12-31
GFS Advisors, LLC 18,120 13,800 31% 2019-12-31
COMERICA SECURITIES,INC. 17,964 0 New Buy 2019-12-31
Atlanta Capital Group 16,925 14,899 14% 2019-12-31
Mork Capital Management 16,400 12,700 29% 2019-12-31
Advisory Services Network, LLC 15,999 6,045 165% 2019-12-31
GUGGENHEIM CAPITAL LLC 15,870 15,919 0% 2019-12-31
HSBC HOLDINGS PLC 12,552 8,440 49% 2019-12-31
Belpointe Asset Management LLC 7,755 0 New Buy 2019-12-31
Rehmann Capital Advisory Group 11,152 0 New Buy 2019-12-31
BROWN ADVISORY HOLDINGS INC 10,787 10,600 2% 2019-12-31
Compagnie Lombard, Odier SCA 10,740 10,740 No Change 2019-12-31
Bragg Financial Advisors, Inc 9,992 10,892 8% 2019-12-31
Greytown Advisors Inc. 9,377 9,549 2% 2019-12-31
Zions Bancorporation, N.A. 8,533 28 30,375% 2019-12-31
1 NORTH WEALTH SERVICES LLC 8,070 7,738 4% 2019-12-31
ExodusPoint Capital Management, LP 7,951 1,222 551% 2019-12-31
RMR Wealth Builders 7,761 0 New Buy 2019-12-31
Kore Private Wealth LLC 7,103 7,103 No Change 2019-12-31
TELEMUS CAPITAL, LLC 7,044 6,091 16% 2019-12-31
Probity Advisors, Inc. 6,986 7,956 12% 2019-12-31
NEW VERNON INVESTMENT MANAGEMENT LLC 6,900 6,900 No Change 2019-12-31
ADVISOR PARTNERS LLC 6,769 0 New Buy 2019-12-31
MAGNOLIA CAPITAL MANAGEMENT LTD 6,600 0 New Buy 2019-12-31
Cresset Asset Management, LLC 6,380 5,205 23% 2019-12-31
PRIVATE BANK & TRUST CO 6,369 6,186 3% 2019-12-31
CNB Bank 6,306 4,490 40% 2019-12-31
HighPoint Advisor Group LLC 5,874 6,028 3% 2019-12-31
SMITH, MOORE & CO. 5,178 4,678 11% 2019-12-31
Ballew Advisors, Inc 4,870 0 New Buy 2019-12-31
PITCAIRN CO 4,819 4,824 0% 2019-12-31
Signet Investment Advisory Group, Inc. 4,270 4,770 10% 2019-12-31
Meadow Creek Wealth Advisors LLC 4,241 0 New Buy 2019-12-31
American Trust CO 4,066 4,066 No Change 2019-12-31
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 3,993 11,450 65% 2019-12-31
Sequoia Financial Advisors, LLC 3,391 0 New Buy 2019-12-31
BROWN BROTHERS HARRIMAN & CO 3,127 3,623 14% 2019-12-31
Atlas Private Wealth Management 2,765 0 New Buy 2019-12-31
Orion Portfolio Solutions, LLC 2,639 0 New Buy 2019-12-31
HM PAYSON & CO 85 85 No Change 2019-12-31
Procyon Private Wealth Partners, LLC 2,147 0 New Buy 2019-12-31
Taylor Hoffman Wealth Management 2,108 2,508 16% 2019-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 2,090 2,090 No Change 2019-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,726 0 New Buy 2019-12-31
QUADRANT CAPITAL GROUP LLC 0 247 Sold Out 2019-12-31
Lloyd Advisory Services, LLC. 1,673 0 New Buy 2019-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,540 0 New Buy 2019-12-31
Clearbridge Advisors, LLC 861 861 No Change 2019-12-31
HALL LAURIE J TRUSTEE 750 750 No Change 2019-12-31
McIlrath & Eck, LLC 579 579 No Change 2019-12-31
TI-TRUST, INC 465 0 New Buy 2019-12-31
FinTrust Capital Advisors, LLC 425 1,392 69% 2019-12-31
PSI Advisors, LLC 250 0 New Buy 2019-12-31
Tower Research Capital LLC 223 0 New Buy 2019-12-31
SALEM INVESTMENT COUNSELORS INC 100 300 67% 2019-12-31
Tradewinds Capital Management, LLC 43 43 No Change 2019-12-31
CENTRAL BANK & TRUST CO 39 39 No Change 2019-12-31
Gemmer Asset Management LLC 17 0 New Buy 2019-12-31
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 0 213,300 Sold Out 2019-12-31
Weil Company, Inc. 0 500 Sold Out 2019-12-31
HUDSON CANYON INVESTMENT COUNSELORS LLC 0 1,586 Sold Out 2019-12-31
Invesco Ltd. 0 333,592 Sold Out 2019-12-31
Horizon Investments, LLC/SC 0 82,669 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 971 Sold Out 2019-12-31
Standard Life Aberdeen plc 0 8,700 Sold Out 2019-12-31
Truvestments Capital LLC 0 1,112 Sold Out 2019-12-31
Gladstone Institutional Advisory LLC 0 3,392 Sold Out 2019-12-31
Stonehage Fleming Financial Services Holdings Ltd 0 8,500 Sold Out 2019-12-31
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