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STOCK TICKER:
VANGUARD DVND ETF   (ticker: VIG)
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
BANK OF AMERICA CORP /DE/ 22,264,000 0 New Buy 2020-06-30
MORGAN STANLEY 9,356,418 0 New Buy 2020-06-30
WELLS FARGO & CO/MN 6,347,870 5,803,449 9% 2020-06-30
VANGUARD GROUP INC 6,103,062 0 New Buy 2020-06-30
Wealthfront Advisers LLC 5,933,117 4,901,937 21% 2020-06-30
UBS Group AG 5,266,750 5,384,638 2% 2020-06-30
BB&T CORP 3,946,505 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 3,626,591 5,460,027 34% 2020-06-30
CITIGROUP INC 3,467,130 2,047,910 69% 2020-06-30
LPL Financial CORP 3,327,930 3,139,066 6% 2020-06-30
ROYAL BANK OF CANADA 2,662,001 0 New Buy 2020-06-30
Homrich & Berg 2,500,054 2,627,913 5% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2,486,522 0 New Buy 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 2,302,699 2,156,235 7% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 2,260,779 2,196,468 3% 2020-06-30
AMERIPRISE FINANCIAL INC 2,065,877 0 New Buy 2020-06-30
Bank of New York Mellon CORP 1,750,036 1,809,010 3% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 1,691,401 1,586,293 7% 2020-06-30
RAYMOND JAMES & ASSOCIATES 1,588,045 1,390,590 14% 2020-06-30
Raymond James Financial Services Advisors, Inc. 1,476,722 1,456,412 1% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 1,393,143 0 New Buy 2020-06-30
SIGNATUREFD, LLC 1,366,579 1,006,631 36% 2020-06-30
HighTower Advisors, LLC 500 1,160,777 100% 2020-06-30
BLAIR WILLIAM & CO/IL 1,122,553 1,063,768 6% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,052,068 950,493 11% 2020-06-30
Zions Bancorporation, N.A. 992,345 0 New Buy 2020-06-30
BROWN ADVISORY HOLDINGS INC 752,448 0 New Buy 2020-06-30
Joel Isaacson & Co., LLC 752,366 658,921 14% 2020-06-30
FIFTH THIRD BANCORP 725,389 667,154 9% 2020-06-30
COLONY GROUP LLC 681,043 921,661 26% 2020-06-30
Covenant Multifamily Offices, LLC 674,988 657,494 3% 2020-06-30
Modera Wealth Management, LLC 672,738 163,841 311% 2020-06-30
Mariner Wealth Advisors, LLC 655,111 520,598 26% 2020-06-30
GOLDMAN SACHS GROUP INC 615,945 0 New Buy 2020-06-30
STIFEL FINANCIAL CORP 4,600 0 New Buy 2020-06-30
Stokes Family Office, LLC 562,497 544,955 3% 2020-06-30
GLENMEDE TRUST CO NA 551,220 530,112 4% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 525,062 478,404 10% 2020-06-30
ASPIRIANT, LLC 499,435 507,797 2% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 487,867 506,015 4% 2020-06-30
LINCOLN NATIONAL CORP 4,152 574,969 99% 2020-06-30
Susquehanna International Group, LLP 472,600 181,702 160% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 445,252 432,436 3% 2020-06-30
Berkshire Money Management, Inc. 444,524 260,227 71% 2020-06-30
BANK OF MONTREAL /CAN/ 440,287 340,571 29% 2020-06-30
Private Advisor Group, LLC 432,110 412,517 5% 2020-06-30
SYNOVUS FINANCIAL CORP 431,408 680,554 37% 2020-06-30
Paragon Capital Management Ltd 429,373 424,980 1% 2020-06-30
Adviser Investments LLC 397,004 411,493 4% 2020-06-30
DERBY & COMPANY, INC 384,092 388,698 1% 2020-06-30
TWO SIGMA ADVISERS, LLC 366,100 0 New Buy 2020-06-30
Janney Montgomery Scott LLC 359,484 280,030 28% 2020-06-30
PARK AVENUE SECURITIES LLC 349,700 0 New Buy 2020-06-30
BT Wealth Management LLC 346,521 356,576 3% 2020-06-30
Laidlaw Wealth Management LLC 345,894 0 New Buy 2020-06-30
Hubbell Strickland Wealth Management, LLC 341,853 334,400 2% 2020-06-30
Retirement Planning Group 336,712 405,924 17% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 329,891 353,418 7% 2020-06-30
Stearns Financial Services Group 325,880 340,802 4% 2020-06-30
New England Private Wealth Advisors LLC 299,052 124,746 140% 2020-06-30
Budros, Ruhlin & Roe, Inc. 290,685 270,471 7% 2020-06-30
BABSON CAPITAL MANAGEMENT LLC 288,169 0 New Buy 2020-06-30
ProVise Management Group, LLC 285,653 280,804 2% 2020-06-30
Annex Advisory Services, LLC 282,709 2,895 9,665% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 11,512 217,677 95% 2020-06-30
IEQ CAPITAL, LLC 277,080 291,282 5% 2020-06-30
Connecticut Wealth Management, LLC 275,433 287,952 4% 2020-06-30
Equitable Holdings, Inc. 270,294 0 New Buy 2020-06-30
Creative Planning 270,270 269,271 0% 2020-06-30
E&G Advisors, LP 264,621 264,305 0% 2020-06-30
JNBA Financial Advisors 252,732 275,581 8% 2020-06-30
PFS INVESTMENTS INC. 251,053 316,680 21% 2020-06-30
Principle Wealth Partners LLC 244,395 246,823 1% 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 242,391 0 New Buy 2020-06-30
Northeast Financial Consultants Inc 241,916 223,066 8% 2020-06-30
Brio Consultants, LLC 240,749 144,488 67% 2020-06-30
FIRST MERCANTILE TRUST CO 239,254 259,096 8% 2020-06-30
BCJ Capital Management, LLC 234,174 0 New Buy 2020-06-30
Diversified Trust Co 232,165 234,652 1% 2020-06-30
OGOREK ANTHONY JOSEPH /NY/ /ADV 229,562 0 New Buy 2020-06-30
Ballentine, Finn & Company, Inc. 228,912 229,002 0% 2020-06-30
Carroll Financial Associates, Inc. 228,173 209,772 9% 2020-06-30
FRANKLIN RESOURCES INC 226,741 0 New Buy 2020-06-30
JBJ Investment Partners, LLC 222,774 203,026 10% 2020-06-30
TD Capital Management LLC 215,618 205,720 5% 2020-06-30
FINANCIAL ADVISORY CORP /UT/ /ADV 212,718 0 New Buy 2020-06-30
CPCM, LLC 208,150 211,466 2% 2020-06-30
Evensky & Katz, Inc. 207,487 206,759 0% 2020-06-30
Capstone Financial Advisors, Inc. 206,542 0 New Buy 2020-06-30
Cresset Asset Management, LLC 203,266 0 New Buy 2020-06-30
360 Financial, Inc. 202,782 83,720 142% 2020-06-30
American Financial Advisors, LLC 198,018 198,718 0% 2020-06-30
Edge Capital Group, LLC 197,256 191,620 3% 2020-06-30
Highland Private Wealth Management 195,922 164,956 19% 2020-06-30
Capital Advantage, Inc. 184,729 187,783 2% 2020-06-30
Wealth Architects, LLC 184,701 172,696 7% 2020-06-30
Madison Asset Management, LLC 182,684 254,860 28% 2020-06-30
Baird Financial Group, Inc. 21,103 19,973 6% 2020-06-30
Doyle Wealth Management 177,758 0 New Buy 2020-06-30
M&T BANK CORP 177,038 190,755 7% 2020-06-30
ARLINGTON PARTNERS LLC 174,134 228,359 24% 2020-06-30
Firestone Capital Management 172,841 183,695 6% 2020-06-30
JRM Investment Counsel, LLC 170,892 133,971 28% 2020-06-30
Mutual Advisors, LLC 170,108 0 New Buy 2020-06-30
US BANCORP DE 169,847 170,026 0% 2020-06-30
Price Wealth Management, Inc. 167,606 145,908 15% 2020-06-30
Financial Network 167,593 168,068 0% 2020-06-30
Ancora Advisors, LLC 167,288 163,784 2% 2020-06-30
AE Wealth Management LLC 165,189 67,523 145% 2020-06-30
Nicholas Hoffman & Company, LLC. 164,884 160,431 3% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 164,432 0 New Buy 2020-06-30
National Asset Management, Inc. 164,353 151,918 8% 2020-06-30
Arete Wealth Advisors, LLC 162,523 107,207 52% 2020-06-30
STEPHENS INC /AR/ 159,764 163,520 2% 2020-06-30
Bogart Wealth, LLC 158,854 157,983 1% 2020-06-30
NewFocus Financial Group, LLC 158,183 151,287 5% 2020-06-30
TWO SIGMA INVESTMENTS LLC 157,503 0 New Buy 2020-06-30
BerganKDV Wealth Management, LLC 156,771 134,465 17% 2020-06-30
DAVENPORT & CO LLC 155,509 152,906 2% 2020-06-30
Capital Advisors, Ltd. LLC 153,976 150,835 2% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 150,890 110,849 36% 2020-06-30
HAVERFORD TRUST CO 150,702 153,612 2% 2020-06-30
Wechter Feldman Wealth Management, Inc. 148,044 18,431 703% 2020-06-30
BP WEALTH MANAGEMENT, LLC 6,752 5,419 25% 2020-06-30
FMR LLC 145,553 0 New Buy 2020-06-30
Strategic Financial Group, LLC 144,263 136,359 6% 2020-06-30
Resonant Capital Advisors, LLC 143,670 63,884 125% 2020-06-30
Laurel Wealth Advisors LLC 139,910 136,833 2% 2020-06-30
OHE FINANCIAL INC 139,569 0 New Buy 2020-06-30
Venturi Wealth Management, LLC 139,366 0 New Buy 2020-06-30
Graves-Light Private Wealth Management, Inc. 138,581 137,371 1% 2020-06-30
SimpliFi, Inc. 138,555 136,233 2% 2020-06-30
WMS Partners, LLC 135,288 115,114 18% 2020-06-30
PDS Planning, Inc 133,792 117,442 14% 2020-06-30
UNITED SERVICES AUTOMOBILE ASSOCIATION 133,317 141,799 6% 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 133,087 140,643 5% 2020-06-30
Gibson Capital Management, Ltd. 132,081 132,081 No Change 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 131,904 127,945 3% 2020-06-30
Kohmann Bosshard Financial Services, LLC 130,019 114,677 13% 2020-06-30
Bouchey Financial Group Ltd 128,840 0 New Buy 2020-06-30
DAVIDSON D A & CO 122,855 145,599 16% 2020-06-30
Sawtooth Asset Management, Inc. 122,133 0 New Buy 2020-06-30
BEACON FINANCIAL GROUP 121,802 122,071 0% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 6,074 6,074 No Change 2020-06-30
SEARCY FINANCIAL SERVICES INC /ADV 119,719 0 New Buy 2020-06-30
Visionary Wealth Advisors 113,768 0 New Buy 2020-06-30
Covington Capital Management 107,684 105,309 2% 2020-06-30
MONTAG A & ASSOCIATES INC 107,373 109,637 2% 2020-06-30
LWS Wealth Advisors, Inc. 106,178 106,257 0% 2020-06-30
HM Capital Management, LLC 105,772 113,391 7% 2020-06-30
Concannon Wealth Management, LLC 104,276 77,251 35% 2020-06-30
Rockefeller Capital Management L.P. 0 73,193 Sold Out 2020-06-30
Starfire Investment Advisers, Inc. 100,339 99,801 1% 2020-06-30
Interactive Financial Advisors 100,083 99,872 0% 2020-06-30
Apella Capital, LLC 99,526 99,647 0% 2020-06-30
OSBORNE PARTNERS CAPITAL MANAGEMENT 95,331 98,626 3% 2020-06-30
Goss Wealth Management LLC 94,955 49,856 90% 2020-06-30
RMB Capital Management, LLC 94,074 99,358 5% 2020-06-30
ROOF EIDAM & MAYCOCK/ADV 92,689 92,689 No Change 2020-06-30
NORTHERN TRUST CORP 91,636 0 New Buy 2020-06-30
Financial Insights, Inc. 91,301 38,938 134% 2020-06-30
FFT WEALTH MANAGEMENT LLC 91,193 161,075 43% 2020-06-30
Nikulski Financial, Inc. 90,994 90,186 1% 2020-06-30
Valmark Advisers, Inc. 90,207 91,138 1% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 90,144 85,668 5% 2020-06-30
Asset Management Group, Inc. 90,005 89,581 0% 2020-06-30
Transamerica Financial Advisors, Inc. 89,036 16 556,375% 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 88,996 86,343 3% 2020-06-30
HBK Sorce Advisory LLC 88,122 90,662 3% 2020-06-30
Ledyard National Bank 87,929 89,109 1% 2020-06-30
Patriot Investment Management Inc. 87,847 86,405 2% 2020-06-30
SCOTIA CAPITAL INC. 87,601 89,029 2% 2020-06-30
HOWARD FINANCIAL SERVICES, LTD. 87,250 105,714 17% 2020-06-30
Jackson, Grant Investment Advisers, Inc. 87,180 84,947 3% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 85,935 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 85,075 75,999 12% 2020-06-30
BKD Wealth Advisors, LLC 84,598 80,558 5% 2020-06-30
Stratos Wealth Partners, LTD. 83,766 73,699 14% 2020-06-30
WHITTIER TRUST CO 83,279 82,794 1% 2020-06-30
Edmonds Duncan Registered Investment Advisors, LLC 83,136 84,000 1% 2020-06-30
Financial Advisory Service, Inc. 82,316 46,294 78% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 81,986 0 New Buy 2020-06-30
CRA Financial Services, LLC 81,295 79,329 2% 2020-06-30
Allred Capital Management, LLC 81,172 77,369 5% 2020-06-30
INTEGRATED CAPITAL MANAGEMENT, INC. 79,312 80,758 2% 2020-06-30
Fusion Capital, LLC 79,269 0 New Buy 2020-06-30
COZAD ASSET MANAGEMENT INC 79,146 0 New Buy 2020-06-30
Ashfield Capital Partners, LLC 79,087 78,795 0% 2020-06-30
Mirae Asset Global Investments Co., Ltd. 78,300 132,100 41% 2020-06-30
Paracle Advisors, LLC 77,858 88,167 12% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 77,662 80,267 3% 2020-06-30
PFG Advisors 77,652 69,122 12% 2020-06-30
Arrow Investment Advisors, LLC 76,478 84,003 9% 2020-06-30
PETTYJOHN CO 76,325 77,435 1% 2020-06-30
H D Vest Advisory Services 75,894 74,093 2% 2020-06-30
Johanson Financial Advisors, Inc. 75,337 76,253 1% 2020-06-30
ETRADE Capital Management LLC 75,063 75,678 1% 2020-06-30
JT Stratford LLC 73,450 0 New Buy 2020-06-30
Krasney Financial LLC 71,543 74,724 4% 2020-06-30
Paradigm Financial Advisors, LLC 70,292 70,301 0% 2020-06-30
AdvicePeriod, LLC 1,636 71,004 98% 2020-06-30
Drexel Morgan & Co. 69,541 70,268 1% 2020-06-30
Hamilton Wealth, LLC 68,475 0 New Buy 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 67,597 67,113 1% 2020-06-30
EATON VANCE MANAGEMENT 66,711 64,922 3% 2020-06-30
Harwood Advisory Group, LLC 3,868 4,459 13% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 65,317 64,040 2% 2020-06-30
Country Club Trust Company, n.a. 5,161 50,822 90% 2020-06-30
HRT FINANCIAL LLC 64,897 0 New Buy 2020-06-30
First Command Bank 64,478 8,320 675% 2020-06-30
First Command Financial Services, Inc. 64,478 8,320 675% 2020-06-30
Cornerstone Wealth Management, LLC 64,044 0 New Buy 2020-06-30
Regal Investment Advisors, LLC 63,949 0 New Buy 2020-06-30
Essex Private Wealth Management, LLC 63,206 2,514 2,414% 2020-06-30
Carnegie Capital Asset Management, LLC 63,198 60,382 5% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 63,159 62,849 0% 2020-06-30
Sound View Wealth Advisors Group, LLC 62,037 42,670 45% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 60,445 54,166 12% 2020-06-30
Wharton Business Group, LLC 59,528 53,418 11% 2020-06-30
Parallel Advisors, LLC 59,253 65,241 9% 2020-06-30
Karp Capital Management Corp 58,342 54,475 7% 2020-06-30
White Lighthouse Investment Management Inc. 58,162 56,946 2% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 57,940 34,546 68% 2020-06-30
First Allied Advisory Services, Inc. 57,680 37,760 53% 2020-06-30
Souders Financial Advisors 57,380 53,235 8% 2020-06-30
Western Wealth Management, LLC 57,079 53,609 6% 2020-06-30
Segment Wealth Management, LLC 57,067 18,200 214% 2020-06-30
NORTHEAST INVESTMENT MANAGEMENT 56,611 54,902 3% 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 56,496 4,676 1,108% 2020-06-30
Kavar Capital Partners, LLC 54,177 55,599 3% 2020-06-30
Kistler-Tiffany Companies, LLC 53,897 50,595 7% 2020-06-30
Kingsview Wealth Management, LLC 53,867 52,571 2% 2020-06-30
180 WEALTH ADVISORS, LLC 53,595 56,597 5% 2020-06-30
Family Management Corp 53,218 40,545 31% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 53,190 0 New Buy 2020-06-30
WOLVERINE TRADING, LLC 52,649 38,468 37% 2020-06-30
tru Independence LLC 52,292 1,410 3,609% 2020-06-30
DONALDSON CAPITAL MANAGEMENT, LLC 52,172 53,506 2% 2020-06-30
Vigilare Wealth Management 51,945 67,242 23% 2020-06-30
IFP Advisors, Inc 51,889 34,507 50% 2020-06-30
ROTHSCHILD INVESTMENT CORP /IL 51,692 48,685 6% 2020-06-30
TIAA, FSB 800 800 No Change 2020-06-30
CWM, LLC 51,270 55,480 8% 2020-06-30
Kovack Advisors, Inc. 51,234 37,606 36% 2020-06-30
Alpha Cubed Investments, LLC 51,024 48,386 5% 2020-06-30
Garrett Wealth Advisory Group, LLC 50,951 48,907 4% 2020-06-30
Qube Research & Technologies Ltd 50,745 0 New Buy 2020-06-30
Nan Shan Life Insurance Co., Ltd. 50,000 86,000 42% 2020-06-30
Compton Wealth Advisory Group, LLC 49,926 54,160 8% 2020-06-30
Benchmark Wealth Management, LLC 49,861 51,287 3% 2020-06-30
NEXT Financial Group, Inc 49,440 43,978 12% 2020-06-30
Voya Financial Advisors, Inc. 49,067 0 New Buy 2020-06-30
Multi-Financial Securities Corp 48,702 46,749 4% 2020-06-30
OLD NATIONAL BANCORP /IN/ 48,163 49,085 2% 2020-06-30
Meridian Wealth Advisors, LLC 47,928 47,473 1% 2020-06-30
COMERICA SECURITIES,INC. 47,902 0 New Buy 2020-06-30
Twin Tree Management, LP 47,900 91,000 47% 2020-06-30
HHM Wealth Advisors, LLC 47,666 48,641 2% 2020-06-30
PALLADIUM PARTNERS LLC 47,570 47,536 0% 2020-06-30
Cutler Group LP 47,300 83,700 43% 2020-06-30
Lido Advisors, LLC 47,168 55,031 14% 2020-06-30
Smart Money Group LLC 47,160 34,217 38% 2020-06-30
J.W. COLE ADVISORS, INC. 46,966 9,086 417% 2020-06-30
McNamara Financial Services, Inc. 46,857 46,829 0% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 46,809 47,036 0% 2020-06-30
NorthRock Partners, LLC 45,831 0 New Buy 2020-06-30
FOUNDERS FINANCIAL SECURITIES LLC 45,530 0 New Buy 2020-06-30
Weaver Consulting Group 45,322 45,622 1% 2020-06-30
SCBT FINANCIAL CORP 45,190 44,588 1% 2020-06-30
WASHINGTON TRUST CO 44,700 46,018 3% 2020-06-30
PLANNING DIRECTIONS INC 44,700 0 New Buy 2020-06-30
FORBES J M & CO LLP 44,363 44,028 1% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 44,266 45,213 2% 2020-06-30
SMITH, MOORE & CO. 44,099 0 New Buy 2020-06-30
WEBSTER BANK, N. A. 43,821 44,194 1% 2020-06-30
FURE FINANCIAL CORP 43,819 0 New Buy 2020-06-30
WIMMER ASSOCIATES 1, LLC 43,609 0 New Buy 2020-06-30
EVOKE WEALTH, LLC 43,560 42,681 2% 2020-06-30
Royal Fund Management, LLC 0 98,248 Sold Out 2020-06-30
Litman Gregory Asset Management LLC 43,337 43,337 No Change 2020-06-30
Capital Investment Advisors, LLC 42,990 42,898 0% 2020-06-30
WEALTH ADVISORS, INC. 6,000 0 New Buy 2020-06-30
FLC Capital Advisors 42,618 51,995 18% 2020-06-30
Cornerstone Wealth Group, LLC 42,401 0 New Buy 2020-06-30
OPPENHEIMER & CO INC 42,315 43,221 2% 2020-06-30
Koshinski Asset Management, Inc. 42,149 41,260 2% 2020-06-30
HM PAYSON & CO 38,168 0 New Buy 2020-06-30
Gratus Capital LLC 41,553 30,907 34% 2020-06-30
CAPITAL ONE FINANCIAL CORP 41,543 47,535 13% 2020-06-30
Bigelow Investment Advisors, LLC 41,496 41,951 1% 2020-06-30
Legacy Wealth Partners, Inc. 40,738 0 New Buy 2020-06-30
Radnor Financial Advisors, LLC 40,530 40,446 0% 2020-06-30
PETERSON WEALTH MANAGEMENT 40,318 36,764 10% 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 40,037 40,612 1% 2020-06-30
Strategic Investment Advisors, Inc 39,758 50,833 22% 2020-06-30
ALLIANCEBERNSTEIN L.P. 39,665 0 New Buy 2020-06-30
Emerald Investment Partners, LLC 39,076 37,764 3% 2020-06-30
Pathway Financial Advisors LLC 38,962 38,962 No Change 2020-06-30
Wellesley Investment Partners, LLC 38,736 39,209 1% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 38,574 34,936 10% 2020-06-30
AJ WEALTH STRATEGIES, LLC 38,500 0 New Buy 2020-06-30
Raab & Moskowitz Asset Management LLC 38,223 38,045 0% 2020-06-30
RAYMOND JAMES TRUST CO 38,193 31,960 20% 2020-06-30
CHATHAM CAPITAL GROUP, INC. 37,826 39,186 3% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 37,813 0 New Buy 2020-06-30
Veritable, L.P. 37,712 28,957 30% 2020-06-30
EisnerAmper Wealth Management Corporate Benefits, LLC 36,929 137,693 73% 2020-06-30
Stevard, LLC 36,399 36,399 No Change 2020-06-30
BURNS J W & CO INC/NY 36,162 33,755 7% 2020-06-30
Alexandria Capital, LLC 35,775 37,220 4% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 35,761 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 35,435 37,997 7% 2020-06-30
Heritage Trust Co 35,374 32,910 7% 2020-06-30
Kerntke Otto McGlone Wealth Management Group 35,264 32,872 7% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 35,058 36,745 5% 2020-06-30
ADVISORY RESEARCH INC 34,928 10,773 224% 2020-06-30
PROEQUITIES, INC. 34,772 33,118 5% 2020-06-30
SeaCrest Wealth Management, LLC 34,674 35,301 2% 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 34,612 33,110 5% 2020-06-30
Prime Capital Investment Advisors, LLC 33,909 33,653 1% 2020-06-30
HOLLENCREST SECURITIES LLC 33,830 0 New Buy 2020-06-30
Sailer Financial LLC 33,655 33,573 0% 2020-06-30
Scott & Selber, Inc. 33,610 31,806 6% 2020-06-30
CVA Family Office, LLC 33,570 34,366 2% 2020-06-30
Hartland & Co., LLC 33,503 25,637 31% 2020-06-30
Clarity Wealth Advisors, LLC 33,486 5,867 471% 2020-06-30
Cambridge Advisors Inc. 33,454 33,223 1% 2020-06-30
Cornerstone Advisory, LLP 13,057 12,696 3% 2020-06-30
Sowell Financial Services LLC 33,417 34,971 4% 2020-06-30
North Star Investment Management Corp. 33,363 27,988 19% 2020-06-30
Apollon Wealth Management, LLC 33,224 2,768 1,100% 2020-06-30
KWMG, LLC 33,168 35,382 6% 2020-06-30
EP Wealth Advisors, Inc. 33,047 35,465 7% 2020-06-30
Certified Advisory Corp 32,906 10,967 200% 2020-06-30
TBH Global Asset Management, LLC 32,885 3,530 832% 2020-06-30
Sigma Planning Corp 32,732 70,311 53% 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 32,619 32,944 1% 2020-06-30
Greytown Advisors Inc. 32,497 0 New Buy 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 32,454 32,704 1% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 32,014 21,649 48% 2020-06-30
Bay Rivers Group 31,645 31,326 1% 2020-06-30
AMERITAS INVESTMENT CORP 31,472 57,075 45% 2020-06-30
Petix & Botte Co 31,433 14,341 119% 2020-06-30
Evercore Wealth Management, LLC 31,343 43,933 29% 2020-06-30
Beacon Pointe Advisors, LLC 31,237 34,822 10% 2020-06-30
Sunbelt Securities, Inc. 31,209 0 New Buy 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 149 Sold Out 2020-06-30
STALEY CAPITAL ADVISERS INC 30,783 20,773 48% 2020-06-30
JGP Wealth Management, LLC 30,763 11,784 161% 2020-06-30
Global Retirement Partners, LLC 30,621 29,818 3% 2020-06-30
We Are One Seven, LLC 30,619 31,470 3% 2020-06-30
NWAM LLC 30,482 26,221 16% 2020-06-30
SkyOak Wealt, LLC 30,460 6,554 365% 2020-06-30
Archford Capital Strategies, LLC 30,298 5,467 454% 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 30,210 30,991 3% 2020-06-30
AdvisorNet Financial, Inc 30,191 32,371 7% 2020-06-30
Northstar Group, Inc. 30,150 30,496 1% 2020-06-30
Miracle Mile Advisors, LLC 29,386 3,588 719% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 29,251 42,238 31% 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 29,054 26,787 8% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 28,818 37,066 22% 2020-06-30
Newport Wealth Strategies, Inc. 28,373 37,073 23% 2020-06-30
Moser Wealth Advisors, LLC 28,274 28,121 1% 2020-06-30
Archer Investment Corp 0 3,049 Sold Out 2020-06-30
Day & Ennis, LLC 27,814 26,523 5% 2020-06-30
First Heartland Consultants, Inc. 27,544 29,726 7% 2020-06-30
Montecito Bank & Trust 27,471 16,305 68% 2020-06-30
ASSOCIATED BANC-CORP 27,314 30,628 11% 2020-06-30
Angeles Investment Advisors, LLC 27,245 22,892 19% 2020-06-30
ATHENA CAPITAL ADVISORS LLC 26,851 26,851 No Change 2020-06-30
HoyleCohen, LLC 26,542 26,668 0% 2020-06-30
TRUST CO OF VERMONT 26,456 26,841 1% 2020-06-30
BESSEMER GROUP INC 26,371 26,505 1% 2020-06-30
American Institute for Advanced Investment Management, LLP 25,931 25,935 0% 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,763 0 New Buy 2020-06-30
IFG Advisory, LLC 25,196 24,419 3% 2020-06-30
Patton Albertson & Miller, LLC 25,194 26,083 3% 2020-06-30
GW HENSSLER & ASSOCIATES LTD 25,152 9,135 175% 2020-06-30
Dynamic Advisors Solutions LLC 25,121 20,887 20% 2020-06-30
INVESTMENT PARTNERS LTD /OH/ /ADV 24,856 0 New Buy 2020-06-30
Cedar Brook Financial Partners, LLC 24,601 24,139 2% 2020-06-30
StrongBox Wealth, LLC 24,572 28,538 14% 2020-06-30
Buckingham Asset Management, LLC 24,552 23,142 6% 2020-06-30
BDO Wealth Advisors, LLC 24,422 25,165 3% 2020-06-30
Financial Advocates Investment Management 24,366 22,300 9% 2020-06-30
Savant Capital Management Inc 24,339 23,845 2% 2020-06-30
BRYN MAWR TRUST CO/PA 24,286 24,900 2% 2020-06-30
Independent Family Office, LLC 24,052 24,052 No Change 2020-06-30
Rehmann Capital Advisory Group 24,038 0 New Buy 2020-06-30
CLIENT 1ST ADVISORY GROUP, LLC 23,999 27,833 14% 2020-06-30
Glovista Investments LLC 23,870 24,870 4% 2020-06-30
BOSTON FAMILY OFFICE LLC 23,702 23,082 3% 2020-06-30
Robertson Stephens Wealth Management, LLC 23,339 32,758 29% 2020-06-30
Wade Financial Advisory, Inc 23,285 27,662 16% 2020-06-30
Pacitti Group Inc. 23,110 13,837 67% 2020-06-30
Jordan Park Group LLC 22,860 22,860 No Change 2020-06-30
BANK OF HAWAII 22,747 22,747 No Change 2020-06-30
SMITHBRIDGE ASSET MANAGEMENT INC/DE 22,740 23,040 1% 2020-06-30
WealthBridge Capital Management, LLC 22,709 22,709 No Change 2020-06-30
Berman Capital Advisors, LLC 22,433 22,347 0% 2020-06-30
Massey, Quick & Co., LLC 22,369 14,697 52% 2020-06-30
Kore Private Wealth LLC 22,280 0 New Buy 2020-06-30
Fairhaven Wealth Management, LLC 22,221 21,675 3% 2020-06-30
Dorsey Wright & Associates 22,144 22,853 3% 2020-06-30
Emery Howard Portfolio Management, Inc. 22,078 22,025 0% 2020-06-30
IBERIABANK CORP 21,995 19,966 10% 2020-06-30
Financial Enhancement Group LLC 21,992 73,880 70% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 21,705 19,491 11% 2020-06-30
Princeton Portfolio Strategies Group LLC 21,649 14,886 45% 2020-06-30
Bartlett & Co. LLC 21,500 22,423 4% 2020-06-30
SRS Capital Advisors, Inc. 21,434 0 New Buy 2020-06-30
NORTHSTAR WEALTH PARTNERS LLC 21,433 0 New Buy 2020-06-30
Paul John Balson 21,069 0 New Buy 2020-06-30
Goelzer Investment Management, Inc. 21,059 20,022 5% 2020-06-30
Moors & Cabot, Inc. 21,043 19,916 6% 2020-06-30
Choate Investment Advisors 21,019 25,768 18% 2020-06-30
Horizon Investments, LLC/SC 15,254 0 New Buy 2020-06-30
Detalus Advisors, LLC 20,786 18,756 11% 2020-06-30
Johnson Financial Group, Inc. 20,678 18,144 14% 2020-06-30
ROOSEVELT INVESTMENT GROUP INC 20,447 11,168 83% 2020-06-30
Cetera Investment Advisers 20,440 20,283 1% 2020-06-30
Integrated Advisors Network LLC 20,425 17,543 16% 2020-06-30
Tower View Investment Management & Research LLC 20,407 12,331 65% 2020-06-30
Hurlow Wealth Management Group, Inc. 20,405 11,639 75% 2020-06-30
DAGCO, INC. 20,384 10,526 94% 2020-06-30
Riverpoint Wealth Management Holdings, LLC 20,366 20,366 No Change 2020-06-30
Private Portfolio Partners LLC 20,345 0 New Buy 2020-06-30
Reitz Capital Advisors LLC 20,341 14,737 38% 2020-06-30
ROMAN BUTLER FULLERTON & CO 20,291 18,213 11% 2020-06-30
Lucia Wealth Services, LLC 20,270 18,836 8% 2020-06-30
Advisory Services Network, LLC 20,228 0 New Buy 2020-06-30
PINNACLE ASSOCIATES LTD 20,215 17,969 12% 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 20,001 19,851 1% 2020-06-30
Financial Architects, Inc 19,911 1,200 1,559% 2020-06-30
Tarbox Group, Inc. 19,795 20,670 4% 2020-06-30
NICOLET ADVISORY SERVICES, LLC 19,544 21,776 10% 2020-06-30
Aurum Wealth Management Group, LLC 19,521 57,995 66% 2020-06-30
Essex Financial Services, Inc. 19,459 8,302 134% 2020-06-30
Csenge Advisory Group 19,281 0 New Buy 2020-06-30
YorkBridge Wealth Partners, LLC 19,279 20,595 6% 2020-06-30
Barnes Bonner Castles 18,946 16,658 14% 2020-06-30
Linscomb & Williams, Inc. 18,894 37,397 49% 2020-06-30
Wealthcare Advisory Partners LLC 18,588 14,881 25% 2020-06-30
Integrated Wealth Concepts LLC 18,510 18,346 1% 2020-06-30
Personal Capital Advisors Corp 18,502 19,120 3% 2020-06-30
PHILADELPHIA TRUST CO 18,223 16,838 8% 2020-06-30
JANE STREET GROUP, LLC 18,155 17,171 6% 2020-06-30
COMMERCE BANK N A/MO 18,154 18,570 2% 2020-06-30
Stratos Wealth Advisors, LLC 18,093 17,217 5% 2020-06-30
Good Life Advisors, LLC 17,902 17,980 0% 2020-06-30
MACKENZIE FINANCIAL CORP 17,900 16,000 12% 2020-06-30
V Wealth Management,LLC 17,872 20,616 13% 2020-06-30
Sloy Dahl & Holst, LLC 17,852 18,817 5% 2020-06-30
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 17,842 19,679 9% 2020-06-30
HUNTINGTON NATIONAL BANK 17,795 17,591 1% 2020-06-30
Elmwood Wealth Management, Inc. 17,784 0 New Buy 2020-06-30
Clear Creek Financial Management, LLC 17,628 0 New Buy 2020-06-30
FormulaFolio Investments, LLC 17,457 2,833 516% 2020-06-30
Wellspring Financial Advisors, LLC 17,419 17,419 No Change 2020-06-30
AMG National Trust Bank 17,250 0 New Buy 2020-06-30
Opus Capital Group, LLC 17,061 16,608 3% 2020-06-30
Aevitas Wealth Management, Inc. 16,921 16,669 2% 2020-06-30
Blue Chip Partners, Inc. 16,645 12,646 32% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 16,557 17,140 3% 2020-06-30
Renaissance Technologies(Jim Simons) 16,500 9,500 74% 2020-06-30
ROBERTS GLORE & CO INC /IL/ 16,444 16,798 2% 2020-06-30
DUNCKER STREETT & CO INC 16,417 16,854 3% 2020-06-30
TSFG, LLC 16,394 16,462 0% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 16,282 18,268 11% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 16,267 15,920 2% 2020-06-30
Abbot Financial Management, Inc. 16,216 16,445 1% 2020-06-30
SENTINEL PENSION ADVISORS INC 16,210 15,452 5% 2020-06-30
Matthew Goff Investment Advisor, LLC 16,136 0 New Buy 2020-06-30
MA Private Wealth 16,101 26,600 39% 2020-06-30
Maple Capital Management, Inc. 16,071 0 New Buy 2020-06-30
Belpointe Asset Management LLC 15,976 0 New Buy 2020-06-30
First National Bank of Mount Dora, Trust Investment Services 15,955 15,955 No Change 2020-06-30
Atlas Private Wealth Management 15,938 0 New Buy 2020-06-30
Head & Associates, LLC 15,824 0 New Buy 2020-06-30
People's United Financial, Inc. 15,810 15,511 2% 2020-06-30
Van Hulzen Asset Management, LLC 15,789 19,512 19% 2020-06-30
Keystone Financial Group 15,685 12,779 23% 2020-06-30
NORTHSTAR INVESTMENT ADVISORS LLC 15,680 16,474 5% 2020-06-30
Mraz, Amerine & Associates, Inc. 15,638 15,768 1% 2020-06-30
Austin Private Wealth, LLC 15,634 16,268 4% 2020-06-30
Affiance Financial, LLC 15,633 15,744 1% 2020-06-30
Aviance Capital Partners, LLC 15,597 15,354 2% 2020-06-30
Vivaldi Capital Management, LLC 15,584 24,989 38% 2020-06-30
Partnervest Advisory Services LLC 15,580 13,815 13% 2020-06-30
Cable Hill Partners, LLC 15,531 15,907 2% 2020-06-30
Strategic Wealth Partners Group LLC 15,490 14,882 4% 2020-06-30
Change Path, LLC 100 100 No Change 2020-06-30
Brightworth 15,283 34,636 56% 2020-06-30
LexAurum Advisors, LLC 15,160 12,000 26% 2020-06-30
Old North State Trust, LLC 15,144 15,310 1% 2020-06-30
Investors Financial Group, LLC 15,103 14,400 5% 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 15,044 17,672 15% 2020-06-30
9258 Wealth Management, LLC 14,986 15,639 4% 2020-06-30
VIRIDIAN RIA, LLC 14,980 15,105 1% 2020-06-30
Pettinga Financial Advisors, LLC 14,949 19,313 23% 2020-06-30
Community Bank, N.A. 14,845 14,845 No Change 2020-06-30
FIDUCIARY TRUST CO 14,828 13,110 13% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 14,636 15,316 4% 2020-06-30
RFG Advisory Group, LLC 14,601 14,416 1% 2020-06-30
MARINO, STRAM & ASSOCIATES LLC 14,546 12,506 16% 2020-06-30
Claraphi Advisory Network, LLC 14,382 0 New Buy 2020-06-30
Sepio Capital, LLC 14,382 15,840 9% 2020-06-30
CIBC World Markets Inc. 14,259 0 New Buy 2020-06-30
Carmichael Hill & Associates, Inc. 14,251 14,527 2% 2020-06-30
Tranquility Partners, LLC 14,222 17,068 17% 2020-06-30
Nachman Norwood & Parrott, Inc 1,551 15,354 90% 2020-06-30
Hilltop Holdings Inc. 13,885 15,050 8% 2020-06-30
Bridgeworth, LLC 13,872 13,888 0% 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 13,785 0 New Buy 2020-06-30
KCM INVESTMENT ADVISORS LLC 13,717 13,771 0% 2020-06-30
Reynders McVeigh Capital Management, LLC 13,707 13,290 3% 2020-06-30
JMG Financial Group, Ltd. 13,523 14,391 6% 2020-06-30
Sunburst Financial Group, LLC 13,493 10,649 27% 2020-06-30
ANDERSON FISHER LLC 13,461 0 New Buy 2020-06-30
FIRST NATIONAL TRUST CO 13,375 13,300 1% 2020-06-30
LGL PARTNERS, LLC 13,339 31,994 58% 2020-06-30
M Holdings Securities, Inc. 13,259 29,130 54% 2020-06-30
Cornell Pochily Investment Advisors, Inc. 13,008 0 New Buy 2020-06-30
PAPP L ROY & ASSOCIATES 12,915 13,300 3% 2020-06-30
REGIONS FINANCIAL CORP 12,830 12,215 5% 2020-06-30
Spectrum Management Group, Inc. 12,688 7,693 65% 2020-06-30
FIRST MANHATTAN CO 12,685 8,184 55% 2020-06-30
GREENLEAF TRUST 12,582 0 New Buy 2020-06-30
Verity & Verity, LLC 12,444 12,223 2% 2020-06-30
Busey Trust CO 12,390 12,390 No Change 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 12,390 16,324 24% 2020-06-30
Acorn Wealth Advisors, LLC 12,373 5,506 125% 2020-06-30
FineMark National Bank & Trust 12,319 12,093 2% 2020-06-30
CapWealth Advisors, LLC 12,261 0 New Buy 2020-06-30
CENTAURUS FINANCIAL, INC. 12,156 17,052 29% 2020-06-30
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 12,089 12,189 1% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 12,072 0 New Buy 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 12,047 12,047 No Change 2020-06-30
GLYNN JA & CO 12,001 12,001 No Change 2020-06-30
NOVARE CAPITAL MANAGEMENT LLC 11,982 8,575 40% 2020-06-30
Rocky Mountain Advisers, LLC 11,940 11,930 0% 2020-06-30
CAMDEN NATIONAL BANK 11,856 12,282 3% 2020-06-30
HPM Partners LLC 11,852 9,974 19% 2020-06-30
Lakeview Capital Partners, LLC 11,849 11,499 3% 2020-06-30
Yale Capital CORP 11,820 8,360 41% 2020-06-30
Strategic Blueprint, LLC 11,805 10,956 8% 2020-06-30
FINANCIAL COUNSELORS INC 11,778 11,789 0% 2020-06-30
FIERA SCEPTRE INC. 11,752 12,640 7% 2020-06-30
Winthrop Advisory Group LLC 11,730 11,536 2% 2020-06-30
Williams Jones Wealth Management, LLC. 11,711 12,351 5% 2020-06-30
ROCKLAND TRUST CO 11,655 11,725 1% 2020-06-30
ARQ WEALTH ADVISORS, LLC 11,642 12,007 3% 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 11,582 14,477 20% 2020-06-30
CAPE COD FIVE CENTS SAVINGS BANK 11,527 11,515 0% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 11,505 11,451 0% 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11,420 11,420 No Change 2020-06-30
Hoover Financial Advisors, Inc. 11,405 12,361 8% 2020-06-30
Beacon Financial Advisory LLC 11,383 11,483 1% 2020-06-30
CAPROCK Group, Inc. 11,259 11,852 5% 2020-06-30
Green Square Asset Management, LLC 11,254 11,254 No Change 2020-06-30
MOTCO 11,183 11,183 No Change 2020-06-30
SONATA CAPITAL GROUP INC 11,073 8,673 28% 2020-06-30
Windham Capital Management, LLC 11,000 11,000 No Change 2020-06-30
Pinnacle Bank 10,996 10,996 No Change 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 10,990 11,117 1% 2020-06-30
UNIONBANCAL CORP 10,987 9,567 15% 2020-06-30
Iron Financial, LLC 10,958 12,408 12% 2020-06-30
DF DENT & CO INC 10,858 0 New Buy 2020-06-30
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 10,796 0 New Buy 2020-06-30
Newman Dignan & Sheerar, Inc. 10,697 9,224 16% 2020-06-30
Ironwood Investment Counsel, LLC 10,685 8,661 23% 2020-06-30
Orion Portfolio Solutions, LLC 10,666 0 New Buy 2020-06-30
MPS Loria Financial Planners, LLC 10,622 13,323 20% 2020-06-30
Eudaimonia Partners, LLC 10,618 7,772 37% 2020-06-30
VisionPoint Advisory Group, LLC 10,597 0 New Buy 2020-06-30
BBVA USA BANCSHARES INC 10,559 11,568 9% 2020-06-30
Dorsey & Whitney Trust CO LLC 10,535 10,535 No Change 2020-06-30
Burns Wealth Management, Inc. 10,470 11,220 7% 2020-06-30
Wolff Financial Management LLC 10,435 12,375 16% 2020-06-30
Secure Asset Management, LLC 10,322 10,618 3% 2020-06-30
Zhang Financial LLC 10,305 10,720 4% 2020-06-30
KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,285 0 New Buy 2020-06-30
HBC Financial Services, PLLC 10,279 14,262 28% 2020-06-30
RPG Investment Advisory, LLC 10,242 10,156 1% 2020-06-30
NOTTINGHAM ADVISORS, INC. 10,218 10,216 0% 2020-06-30
BRIGHTON JONES LLC 10,207 9,700 5% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 10,090 10,148 1% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 10,086 4,528 123% 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,067 12,396 19% 2020-06-30
Southeast Asset Advisors Inc. 10,012 10,012 No Change 2020-06-30
EPIQ Capital Group, LLC 9,983 9,983 No Change 2020-06-30
Oliver Luxxe Assets LLC 9,979 2,909 243% 2020-06-30
Versant Capital Management, Inc 9,951 11,307 12% 2020-06-30
GRIMES & COMPANY, INC. 9,891 10,374 5% 2020-06-30
WETHERBY ASSET MANAGEMENT INC 9,885 9,851 0% 2020-06-30
Bristlecone Advisors, LLC 9,833 7,207 36% 2020-06-30
Baystate Wealth Management LLC 9,797 9,794 0% 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 9,790 9,790 No Change 2020-06-30
PATTEN & PATTEN INC/TN 9,711 9,784 1% 2020-06-30
BFSG, LLC 9,702 9,795 1% 2020-06-30
Meristem, LLP 9,640 5,095 89% 2020-06-30
ROPES WEALTH ADVISORS LLC 9,628 9,766 1% 2020-06-30
CUTLER INVESTMENT COUNSEL LLC 9,553 16,202 41% 2020-06-30
Sugarloaf Wealth Management, LLC 9,539 9,539 No Change 2020-06-30
Miramar Capital, LLC 9,497 9,819 3% 2020-06-30
Godshalk Welsh Capital Management, Inc. 9,455 9,871 4% 2020-06-30
Monument Capital Management 9,441 0 New Buy 2020-06-30
Maxim Capital Management LLC 9,436 9,420 0% 2020-06-30
HOHIMER WEALTH MANAGEMENT, LLC 9,432 5,208 81% 2020-06-30
Almanack Investment Partners, LLC. 9,400 12,484 25% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,377 9,530 2% 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 9,352 8,275 13% 2020-06-30
Windsor Group LTD 9,323 9,738 4% 2020-06-30
TFG Advisers LLC 0 9,512 Sold Out 2020-06-30
Paradigm Financial Partners, LLC 9,315 7,888 18% 2020-06-30
Kelman-Lazarov, Inc. 9,299 9,791 5% 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 9,296 0 New Buy 2020-06-30
Biltmore Family Office, LLC 9,288 9,288 No Change 2020-06-30
HSBC HOLDINGS PLC 9,180 0 New Buy 2020-06-30
TANDEM CAPITAL MANAGEMENT CORP /ADV 9,030 6,735 34% 2020-06-30
MONECO Advisors, LLC 9,018 9,011 0% 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,904 10,289 13% 2020-06-30
Simmons Bank 8,852 0 New Buy 2020-06-30
BUTENSKY & COHEN FINANCIAL SECURITY, INC 8,819 4,208 110% 2020-06-30
Mercer Investment Management, Inc. 8,759 8,718 0% 2020-06-30
PMFM Inc. 8,734 0 New Buy 2020-06-30
Strategic Wealth Partners, Ltd. 8,728 13,320 34% 2020-06-30
Pasadena Private Wealth, LLC 8,672 9,900 12% 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 8,635 9,406 8% 2020-06-30
Alera Investment Advisors, LLC 8,623 8,623 No Change 2020-06-30
Arcus Capital Partners, LLC 8,451 8,425 0% 2020-06-30
Tower Research Capital LLC 8,400 0 New Buy 2020-06-30
Cypress Wealth Services, LLC 8,349 12,491 33% 2020-06-30
Keeley-Teton Advisors, LLC 8,322 0 New Buy 2020-06-30
WEDBUSH MORGAN SECURITIES INC 8,318 9,673 14% 2020-06-30
BANK OF THE WEST 8,314 8,964 7% 2020-06-30
Pathstone Family Office, LLC 8,300 1,676 395% 2020-06-30
REGENTATLANTIC CAPITAL LLC 8,213 6,141 34% 2020-06-30
SAND HILL ADVISORS INC/CA 8,069 7,767 4% 2020-06-30
MAI Wealth Advisors 8,063 8,093 0% 2020-06-30
Altavista Wealth Management, Inc. 8,050 7,292 10% 2020-06-30
IHT Wealth Management, LLC 8,036 17,248 53% 2020-06-30
Vantage Financial Partners Ltd., Inc. 8,010 8,330 4% 2020-06-30
B & T Capital Management DBA Alpha Capital Management 7,942 5,848 36% 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 7,942 7,976 0% 2020-06-30
AIMZ Investment Advisors, LLC 7,933 10,283 23% 2020-06-30
Capital Investment Advisory Services, LLC 7,865 9,465 17% 2020-06-30
Hanson McClain, Inc. 7,808 8,620 9% 2020-06-30
GAMBLE JONES INVESTMENT COUNSEL 7,769 9,445 18% 2020-06-30
Evanson Asset Management, LLC 7,745 9,726 20% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 7,721 7,212 7% 2020-06-30
COOPER/HAIMS ADVISORS, LLC 7,668 7,129 8% 2020-06-30
Financial Partners Group, Inc 7,588 7,797 3% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,527 6,729 12% 2020-06-30
GOULD ASSET MANAGEMENT LLC /CA/ 7,480 6,410 17% 2020-06-30
SNS Financial Group, LLC 7,411 8,345 11% 2020-06-30
NORTHSTAR ASSET MANAGEMENT LLC 7,400 7,075 5% 2020-06-30
Cranbrook Wealth Management, LLC 7,378 0 New Buy 2020-06-30
Evergreen Advisors, LLC 7,343 7,309 0% 2020-06-30
Ridgewood Investments LLC 7,333 7,333 No Change 2020-06-30
Compass Ion Advisors, LLC 7,320 7,624 4% 2020-06-30
Empirical Financial Services, LLC 7,315 7,874 7% 2020-06-30
Wealthstreet Investment Advisors, LLC 7,291 7,291 No Change 2020-06-30
Clear Perspective Advisors, LLC 7,284 0 New Buy 2020-06-30
Nadler Financial Group, Inc. 7,266 7,266 No Change 2020-06-30
Capital Asset Advisory Services LLC 7,181 6,453 11% 2020-06-30
Trust Co 7,149 7,663 7% 2020-06-30
Americana Partners, LLC 7,127 7,085 1% 2020-06-30
Sandy Spring Bank 7,037 7,290 3% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,932 8,291 16% 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 6,924 7,272 5% 2020-06-30
Lighthouse Financial Advisors, Inc. 6,922 6,412 8% 2020-06-30
Quaker Wealth Management, LLC 6,902 6,874 0% 2020-06-30
LeJeune Puetz Investment Counsel LLC 6,900 6,900 No Change 2020-06-30
N.E.W. Advisory Services LLC 6,892 0 New Buy 2020-06-30
Towerpoint Wealth, LLC 6,839 6,689 2% 2020-06-30
EVERETT HARRIS & CO /CA/ 6,810 6,710 1% 2020-06-30
Ford Financial Group, Inc. 6,758 6,705 1% 2020-06-30
J. W. Coons Advisors, LLC 6,694 6,009 11% 2020-06-30
VAUGHAN DAVID INVESTMENTS INC/IL 6,656 0 New Buy 2020-06-30
CONSOLIDATED PLANNING CORP 0 6,600 Sold Out 2020-06-30
HMS Capital Management, LLC 6,599 6,148 7% 2020-06-30
TRUEWEALTH LLC 6,502 6,422 1% 2020-06-30
ERn Financial, LLC 6,493 6,596 2% 2020-06-30
WESCAP Management Group, Inc. 6,466 6,466 No Change 2020-06-30
GUYASUTA INVESTMENT ADVISORS INC 6,435 6,055 6% 2020-06-30
Trilogy Capital Inc. 6,384 73,743 91% 2020-06-30
Gladstone Institutional Advisory LLC 6,302 0 New Buy 2020-06-30
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 6,290 6,290 No Change 2020-06-30
Well Done, LLC 6,254 6,580 5% 2020-06-30
Verdence Capital Advisors LLC 6,205 6,248 1% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 6,196 74,549 92% 2020-06-30
WESBANCO BANK INC 6,188 6,578 6% 2020-06-30
Meridian Wealth Management, LLC 6,184 5,046 23% 2020-06-30
Advisors Capital Management, LLC 6,181 5,972 3% 2020-06-30
Prospera Financial Services 6,165 0 New Buy 2020-06-30
Kovitz Investment Group Partners, LLC 6,073 0 New Buy 2020-06-30
Northwest Bancshares, Inc. 6,070 6,070 No Change 2020-06-30
Mayfair Advisory Group, LLC 5,986 5,905 1% 2020-06-30
BANK HAPOALIM BM 5,970 0 New Buy 2020-06-30
Institute for Wealth Management, LLC. 5,926 5,432 9% 2020-06-30
Perigon Wealth Management, LLC 5,876 5,926 1% 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 5,798 5,414 7% 2020-06-30
Maryland Capital Management, LLC 5,779 0 New Buy 2020-06-30
FC Advisory LLC 5,767 5,363 8% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 5,743 5,736 0% 2020-06-30
MOODY LYNN & CO/ 5,686 6,248 9% 2020-06-30
Essex Savings Bank 5,660 4,660 21% 2020-06-30
Miller Investment Management, LP 5,655 5,655 No Change 2020-06-30
Actinver Wealth Management, Inc. 5,634 3,670 54% 2020-06-30
Mosaic Family Wealth, LLC 5,586 6,238 10% 2020-06-30
Resource Management, LLC 5,567 5,560 0% 2020-06-30
Brown Advisory Securities, LLC 5,561 5,173 8% 2020-06-30
BALDWIN BROTHERS INC/MA 5,500 5,500 No Change 2020-06-30
LINCOLN CAPITAL CORP 5,495 5,614 2% 2020-06-30
LOWE BROCKENBROUGH & CO INC 5,485 6,010 9% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,439 4,555 19% 2020-06-30
Cypress Capital Group 5,410 0 New Buy 2020-06-30
Ronna Sue Cohen 5,385 4,663 15% 2020-06-30
Moloney Securities Asset Management, LLC 5,305 5,585 5% 2020-06-30
Successful Portfolios LLC 5,232 4,212 24% 2020-06-30
Intellectus Partners, LLC 5,208 5,208 No Change 2020-06-30
Advisor OS, LLC 5,166 0 New Buy 2020-06-30
CARRET ASSET MANAGEMENT 5,165 5,165 No Change 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 5,148 5,065 2% 2020-06-30
First Personal Financial Services 5,134 5,134 No Change 2020-06-30
Comprehensive Portfolio Management, LLC 5,106 5,066 1% 2020-06-30
Financial Advisory Group 5,000 5,000 No Change 2020-06-30
PACIFIC SUN FINANCIAL CORP 5,000 4,200 19% 2020-06-30
CWS Financial Advisors, LLC 4,956 3,708 34% 2020-06-30
FRONTIER INVESTMENT MGMT CO 4,954 6,107 19% 2020-06-30
ALPINE WOODS CAPITAL INVESTORS, LLC 4,952 4,952 No Change 2020-06-30
Fiduciary Group LLC 4,918 5,773 15% 2020-06-30
BENEDICT FINANCIAL ADVISORS INC 4,861 4,888 1% 2020-06-30
Marble Harbor Investment Counsel, LLC 4,858 4,958 2% 2020-06-30
Santori & Peters, Inc. 4,852 4,831 0% 2020-06-30
Baldwin Investment Management, LLC 4,835 4,775 1% 2020-06-30
Aurora Private Wealth, Inc. 4,830 6,915 30% 2020-06-30
Front Row Advisors LLC 4,766 4,186 14% 2020-06-30
Redhawk Wealth Advisors, Inc. 4,760 4,760 No Change 2020-06-30
Raub Brock Capital Management LP 4,728 4,699 1% 2020-06-30
Edgestream Partners, L.P. 4,676 4,453 5% 2020-06-30
Corient Capital Partners, LLC 4,664 4,933 5% 2020-06-30
APPLETON PARTNERS INC/MA 4,644 4,444 5% 2020-06-30
Indie Asset Partners, LLC 4,641 4,676 1% 2020-06-30
S.A. Mason LLC 4,638 4,701 1% 2020-06-30
Neuberger Berman Group LLC 4,625 11,686 60% 2020-06-30
Gerber Kawasaki Wealth & Investment Management 4,609 6,148 25% 2020-06-30
Summit Financial Wealth Advisors, LLC 4,605 4,902 6% 2020-06-30
VALLEY NATIONAL ADVISERS INC 4,603 5,164 11% 2020-06-30
Kingfisher Capital LLC 4,596 4,596 No Change 2020-06-30
Klingman & Associates, LLC 4,569 6,463 29% 2020-06-30
Teamwork Financial Advisors, LLC 4,556 0 New Buy 2020-06-30
Vestmark Advisory Solutions, Inc. 4,530 4,943 8% 2020-06-30
TRUE Private Wealth Advisors 4,519 668 576% 2020-06-30
SAGE RHINO CAPITAL LLC 4,515 4,015 12% 2020-06-30
FCG ADVISORS, LLC 4,512 4,012 12% 2020-06-30
CAPITAL CITY TRUST CO/FL 4,468 4,468 No Change 2020-06-30
WEST BANCORPORATION INC 4,427 4,739 7% 2020-06-30
CAPITAL MANAGEMENT CORP /VA 4,400 5,260 16% 2020-06-30
Hunter Associates inc. 4,392 0 New Buy 2020-06-30
SVA Plumb Wealth Management, LLC 4,367 4,296 2% 2020-06-30
Man Group plc 4,359 0 New Buy 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 4,348 4,362 0% 2020-06-30
Ascent Wealth Partners, LLC 4,340 4,417 2% 2020-06-30
Sage Capital Advisors,llc 4,335 4,335 No Change 2020-06-30
CULBERTSON A N & CO INC 4,315 4,315 No Change 2020-06-30
TCF National Bank 4,311 13,347 68% 2020-06-30
D L CARLSON INVESTMENT GROUP INC 4,286 4,552 6% 2020-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 4,265 5,100 16% 2020-06-30
Autus Asset Management, LLC 705 4,126 83% 2020-06-30
SOL Capital Management CO 4,235 4,680 10% 2020-06-30
DUBUQUE BANK & TRUST CO 4,200 4,300 2% 2020-06-30
SG Americas Securities, LLC 4,200 4,203 0% 2020-06-30
Ellis Investment Partners, LLC 4,191 3,806 10% 2020-06-30
WADE G W & INC 4,184 4,269 2% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 4,167 2,547 64% 2020-06-30
Asset Dedication, LLC 4,154 4,072 2% 2020-06-30
DIXON HUBARD FEINOUR & BROWN INC/VA 4,145 0 New Buy 2020-06-30
FOSTER DYKEMA CABOT & CO INC/MA 4,137 4,137 No Change 2020-06-30
Valeo Financial Advisors, LLC 4,107 4,867 16% 2020-06-30
Grubman Wealth Management 4,095 4,095 No Change 2020-06-30
Bienville Capital Management, LLC 4,078 0 New Buy 2020-06-30
Madden Advisory Services, Inc. 4,057 8,217 51% 2020-06-30
Horst & Graben Wealth Management LLC 4,056 0 New Buy 2020-06-30
Paulson Wealth Management Inc. 4,045 4,052 0% 2020-06-30
Sageworth Trust Co 4,042 0 New Buy 2020-06-30
Tortoise Investment Management, LLC 4,035 4,035 No Change 2020-06-30
Savior LLC 4,028 4,077 1% 2020-06-30
Disciplined Investments, LLC 4,023 3,926 2% 2020-06-30
Frisch Financial Group, Inc. 4,011 3,993 0% 2020-06-30
Chevy Chase Trust Holdings, Inc. 3,992 3,992 No Change 2020-06-30
PrairieView Partners, LLC 3,929 4,009 2% 2020-06-30
Stone House Investment Management, LLC 3,847 0 New Buy 2020-06-30
Gradient Capital Advisors, LLC 3,846 3,701 4% 2020-06-30
Boltwood Capital Management 3,842 3,842 No Change 2020-06-30
Willow Creek Wealth Management Inc. 3,835 3,835 No Change 2020-06-30
Rockbridge Investment Management, LCC 3,816 0 New Buy 2020-06-30
Parsec Financial Management, Inc. 3,787 3,787 No Change 2020-06-30
Palisade Asset Management, LLC 3,779 3,727 1% 2020-06-30
Ausdal Financial Partners, Inc. 3,773 5,759 34% 2020-06-30
Altium Wealth Management LLC 3,684 3,620 2% 2020-06-30
BRINKER CAPITAL INC 3,673 3,676 0% 2020-06-30
London & Capital Asset Management Ltd 3,645 0 New Buy 2020-06-30
1776 Wealth LLC 3,639 3,699 2% 2020-06-30
QUANTUM CAPITAL MANAGEMENT 3,618 3,618 No Change 2020-06-30
HENGEHOLD CAPITAL MANAGEMENT LLC 3,598 2,856 26% 2020-06-30
SCHMIDT P J INVESTMENT MANAGEMENT INC 3,588 0 New Buy 2020-06-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 3,580 0 New Buy 2020-06-30
Hamilton Capital Management, Inc. 3,573 0 New Buy 2020-06-30
Independent Advisor Alliance 3,510 3,788 7% 2020-06-30
VIVID FINANCIAL MANAGEMENT, INC. 3,502 3,902 10% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 3,485 12,033 71% 2020-06-30
ALBION FINANCIAL GROUP /UT 3,473 3,425 1% 2020-06-30
Crescent Grove Advisors, LLC 3,473 3,473 No Change 2020-06-30
CADINHA & CO LLC 3,471 3,471 No Change 2020-06-30
Triangle Securities Wealth Management 3,468 3,707 6% 2020-06-30
VISTA INVESTMENT MANAGEMENT 3,461 3,581 3% 2020-06-30
Patten Group, Inc. 3,435 2,635 30% 2020-06-30
HOWE & RUSLING INC 3,427 4,059 16% 2020-06-30
Rikoon Group, LLC 3,427 2,643 30% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 3,420 9,281 63% 2020-06-30
HWG Holdings LP 3,411 0 New Buy 2020-06-30
MURPHY CAPITAL MANAGEMENT INC 3,410 3,400 0% 2020-06-30
PRUDENTIAL FINANCIAL INC 3,371 3,441 2% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 3,370 3,490 3% 2020-06-30
Walkner Condon Financial Advisors LLC 3,352 0 New Buy 2020-06-30
LAKE STREET FINANCIAL LLC 3,351 3,405 2% 2020-06-30
Summit Trail Advisors, LLC 3,350 0 New Buy 2020-06-30
CAMBRIDGE TRUST CO 3,347 4,412 24% 2020-06-30
PFG Financial Advisors 3,319 3,319 No Change 2020-06-30
Magnus Financial Group LLC 3,304 3,292 0% 2020-06-30
One Charles Private Wealth Services, LLC 3,304 0 New Buy 2020-06-30
BCS Wealth Management 3,300 3,300 No Change 2020-06-30
Sontag Advisory, LLC 3,273 46,013 93% 2020-06-30
Aureus Asset Management, LLC 3,260 2,967 10% 2020-06-30
SMITH CHAS P & ASSOCIATES PA CPAS 3,249 3,249 No Change 2020-06-30
MEEDER ASSET MANAGEMENT INC 3,249 3,229 1% 2020-06-30
Sowa Financial Group, Inc. 3,242 3,242 No Change 2020-06-30
First PREMIER Bank 3,223 311 936% 2020-06-30
MAIRS & POWER INC 3,204 0 New Buy 2020-06-30
Icon Wealth Partners, LLC 3,197 3,197 No Change 2020-06-30
HUNTINGTON ASSET ADVISORS, INC. 3,182 350 809% 2020-06-30
Hemenway Trust Co LLC 3,153 3,150 0% 2020-06-30
Brookmont Capital Management 3,122 3,574 13% 2020-06-30
BancorpSouth Bank 3,122 3,122 No Change 2020-06-30
Merriman Wealth Management, LLC 3,114 3,102 0% 2020-06-30
Glenview Trust Co 3,114 3,089 1% 2020-06-30
Legacy Private Trust Co. 3,108 3,108 No Change 2020-06-30
TCI Wealth Advisors, Inc. 3,091 3,698 16% 2020-06-30
USCA RIA LLC 3,080 0 New Buy 2020-06-30
Blue Creek Investment Partners, LLC 3,042 5,424 44% 2020-06-30
NVWM, LLC 3,016 3,116 3% 2020-06-30
Round Table Services, LLC 3,013 3,013 No Change 2020-06-30
Mirador Capital Partners LP 3,004 3,944 24% 2020-06-30
Frontier Wealth Management LLC 3,003 2,093 43% 2020-06-30
Claybrook Capital, LLC 3,000 3,000 No Change 2020-06-30
Orgel Wealth Management, LLC 2,982 4,704 37% 2020-06-30
Lester Murray Antman dba SimplyRich 2,981 2,981 No Change 2020-06-30
TORONTO DOMINION BANK 0 5,358 Sold Out 2020-06-30
WELCH & FORBES LLC 2,966 4,411 33% 2020-06-30
LYELL WEALTH MANAGEMENT, LP 2,956 2,999 1% 2020-06-30
Fort Sheridan Advisors LLC 2,919 2,527 16% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 2,902 2,902 No Change 2020-06-30
BOENNING & SCATTERGOOD, INC. 2,901 0 New Buy 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 651 0 New Buy 2020-06-30
Praetorian Wealth Management, Inc. 2,879 0 New Buy 2020-06-30
GIRARD PARTNERS LTD. 2,873 3,895 26% 2020-06-30
LVW Advisors, LLC 2,855 4,197 32% 2020-06-30
RHS Financial, LLC 0 2,841 Sold Out 2020-06-30
Goodman & Company, Investment Counsel Ltd. 2,830 2,830 No Change 2020-06-30
Argent Trust Co 2,830 2,679 6% 2020-06-30
BAILARD, INC. 2,827 3,255 13% 2020-06-30
Proficio Capital Partners LLC 2,810 2,810 No Change 2020-06-30
InterOcean Capital, LLC 2,801 2,799 0% 2020-06-30
Coastal Investment Advisors, Inc. 2,799 2,280 23% 2020-06-30
CAPITAL WEALTH MANAGEMENT, LLC 2,789 2,789 No Change 2020-06-30
Focused Wealth Management, Inc 2,778 2,778 No Change 2020-06-30
GYL FINANCIAL SYNERGIES, LLC 2,768 2,954 6% 2020-06-30
Kuehl Shepherd Kozlowski & Associates,Inc. 2,750 2,750 No Change 2020-06-30
PBWM Holdings, LLC 2,709 0 New Buy 2020-06-30
HYMAN CHARLES D 2,684 2,675 0% 2020-06-30
CALTON & ASSOCIATES, INC. 2,683 2,913 8% 2020-06-30
Occidental Asset Management, LLC 2,677 2,942 9% 2020-06-30
Alpha Omega Wealth Management LLC 2,656 2,754 4% 2020-06-30
Charles Schwab Trust Co 2,655 2,000 33% 2020-06-30
Mount Yale Investment Advisors, LLC 2,632 2,100 25% 2020-06-30
CLS INVESTMENT FIRM, LLC 2,628 2,798 6% 2020-06-30
DAVIS R M INC 2,620 2,620 No Change 2020-06-30
Baker Avenue Asset Management, LP 2,575 0 New Buy 2020-06-30
Baldrige Asset Management LLC 2,575 2,030 27% 2020-06-30
Carnick & Kubik Group, LLC 2,573 2,705 5% 2020-06-30
FIRST NATIONAL CORP /MA/ /ADV 2,572 2,577 0% 2020-06-30
F3Logic, LLC 2,566 2,566 No Change 2020-06-30
Richard C. Young & CO., LTD. 2,561 2,468 4% 2020-06-30
Measured Wealth Private Client Group, LLC 2,549 2,549 No Change 2020-06-30
Hanson Investment Management 2,543 0 New Buy 2020-06-30
Confluence Wealth Management LLC 2,531 0 New Buy 2020-06-30
John W. Brooker & Co., CPAs 2,531 2,559 1% 2020-06-30
Joseph P. Lucia & Associates, LLC 2,530 2,255 12% 2020-06-30
PBMares Wealth Management LLC 2,529 2,829 11% 2020-06-30
Blankinship & Foster, LLC 2,516 2,516 No Change 2020-06-30
Streettalk Advisors, LLC 2,501 2,300 9% 2020-06-30
Castle Rock Wealth Management, LLC 2,484 1,995 25% 2020-06-30
FORT PITT CAPITAL GROUP, LLC 2,468 0 New Buy 2020-06-30
Oak Asset Management, LLC 2,451 2,425 1% 2020-06-30
Cardan Capital Partners, LLC 2,438 2,456 1% 2020-06-30
D.B. Root & Company, LLC 2,437 2,392 2% 2020-06-30
LS Investment Advisors, LLC 2,420 2,420 No Change 2020-06-30
Optas, LLC 2,412 2,412 No Change 2020-06-30
MADDEN SECURITIES Corp 2,406 0 New Buy 2020-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 2,398 2,398 No Change 2020-06-30
Merit Financial Group, LLC 2,381 2,381 No Change 2020-06-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 2,373 2,373 No Change 2020-06-30
HOLDERNESS INVESTMENTS CO 2,364 2,234 6% 2020-06-30
Peninsula Wealth, LLC 2,360 2,398 2% 2020-06-30
Mengis Capital Management, Inc. 2,353 0 New Buy 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 2,345 2,315 1% 2020-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,345 2,345 No Change 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 2,337 2,403 3% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,326 2,462 6% 2020-06-30
DAVIDSON TRUST CO 2,323 0 New Buy 2020-06-30
MBE Wealth Management, LLC 2,321 2,321 No Change 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 2,319 3,533 34% 2020-06-30
Bedell Investment Counselling 2,300 2,509 8% 2020-06-30
Radnor Capital Management, LLC 2,300 2,300 No Change 2020-06-30
YCMNET ADVISORS INC 2,280 2,689 15% 2020-06-30
Old Port Advisors 2,280 2,695 15% 2020-06-30
Financial Engines Advisors L.L.C. 2,274 0 New Buy 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 2,257 0 New Buy 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 2,249 3,621 38% 2020-06-30
Aspen Investment Management Inc 2,249 0 New Buy 2020-06-30
Stockman Asset Management 2,232 3,623 38% 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 2,230 2,224 0% 2020-06-30
Hillstrust 2,215 2,175 2% 2020-06-30
55I, LLC 2,206 0 New Buy 2020-06-30
New World Advisors LLC 2,176 0 New Buy 2020-06-30
Schneider Downs Wealth Management Advisors, LP 2,171 2,171 No Change 2020-06-30
Conservest Capital Advisors, Inc. 2,169 2,164 0% 2020-06-30
Gleason Group, Inc. 2,145 0 New Buy 2020-06-30
Carl P. Sherr & Co., LLC 2,141 0 New Buy 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,140 2,140 No Change 2020-06-30
Aldebaran Financial Inc. 2,138 7,142 70% 2020-06-30
Marietta Wealth Management, LLC 2,125 2,125 No Change 2020-06-30
WEIK INVESTMENT SERVICES INC 2,105 0 New Buy 2020-06-30
SPRENG CAPITAL MANAGEMENT, INC. 2,101 2,101 No Change 2020-06-30
Paul A. Violich, Inc. 2,100 2,100 No Change 2020-06-30
Fort Point Capital Partners, LLC 2,055 0 New Buy 2020-06-30
TrinityPoint Wealth, LLC 2,054 2,054 No Change 2020-06-30
SVB Wealth Advisory, Inc. 2,048 2,841 28% 2020-06-30
Spears Abacus Advisors LLC 2,043 2,199 7% 2020-06-30
Cutter & CO Brokerage, Inc. 2,036 2,553 20% 2020-06-30
Sheaff Brock Investment Advisors, LLC 2,031 0 New Buy 2020-06-30
Coastal Capital Group, Inc. 2,014 1,943 4% 2020-06-30
STOCK YARDS BANK & TRUST CO 2,006 2,006 No Change 2020-06-30
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 2,004 5,471 63% 2020-06-30
West Coast Financial LLC 1,950 1,950 No Change 2020-06-30
Asset Management Investors, LLC 1,940 0 New Buy 2020-06-30
Jackson Hole Capital Partners, LLC 1,940 1,940 No Change 2020-06-30
Campbell Wealth Management 1,933 0 New Buy 2020-06-30
TNB Financial 1,927 1,927 No Change 2020-06-30
NAVELLIER & ASSOCIATES INC 1,902 0 New Buy 2020-06-30
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 1,896 0 New Buy 2020-06-30
CWA Asset Management Group, LLC 1,895 0 New Buy 2020-06-30
PROFESSIONAL PLANNING 1,861 0 New Buy 2020-06-30
TL Private Wealth 1,859 1,850 0% 2020-06-30
Financeware, Inc. 1,844 1,844 No Change 2020-06-30
Rudd International, Inc. 1,834 0 New Buy 2020-06-30
Gradient Investments LLC 1,830 1,830 No Change 2020-06-30
Beaumont Financial Partners, LLC 1,826 0 New Buy 2020-06-30
Shulman DeMeo Asset Management LLC 1,824 2,488 27% 2020-06-30
MATRIX ASSET ADVISORS INC/NY 1,823 0 New Buy 2020-06-30
Wealthquest Corp 1,822 0 New Buy 2020-06-30
Demars Financial Group, LLC 1,813 0 New Buy 2020-06-30
GM Advisory Group, Inc. 1,806 0 New Buy 2020-06-30
Walleye Trading LLC 1,801 0 New Buy 2020-06-30
ORLEANS CAPITAL MANAGEMENT CORP/LA 1,800 0 New Buy 2020-06-30
MILLENNIUM MANAGEMENT LLC 1,788 0 New Buy 2020-06-30
Selective Wealth Management 1,786 1,682 6% 2020-06-30
CANANDAIGUA NATIONAL CORP 1,783 0 New Buy 2020-06-30
Betterment LLC 1,769 0 New Buy 2020-06-30
Bragg Financial Advisors, Inc 1,741 0 New Buy 2020-06-30
RVW Wealth, LLC 1,730 0 New Buy 2020-06-30
Pinnacle Advisory Group, Inc. 1,729 0 New Buy 2020-06-30
Plancorp, LLC 1,729 0 New Buy 2020-06-30
ARTHUR M. COHEN & ASSOCIATES, LLC 1,720 0 New Buy 2020-06-30
First City Capital Management, Inc. 1,710 0 New Buy 2020-06-30
Barrett Asset Management, LLC 1,703 1,684 1% 2020-06-30
Gemmer Asset Management LLC 1,656 0 New Buy 2020-06-30
MEANS INVESTMENT CO., INC. 1,656 0 New Buy 2020-06-30
CITY HOLDING CO 1,621 1,681 4% 2020-06-30
Stonebridge Capital Advisors LLC 1,561 1,711 9% 2020-06-30
Estate Counselors, LLC 1,550 0 New Buy 2020-06-30
QUADRANT CAPITAL GROUP LLC 1,475 0 New Buy 2020-06-30
Independence Bank of Kentucky 1,455 1,065 37% 2020-06-30
MV Capital Management, Inc. 1,416 1,416 No Change 2020-06-30
Meridian Wealth Partners, LLC 1,335 0 New Buy 2020-06-30
Acropolis Investment Management, LLC 1,333 1,333 No Change 2020-06-30
HARVEST GROUP WEALTH MANAGEMENT, LLC 1,292 1,435 10% 2020-06-30
BARCLAYS PLC 1,284 315 308% 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 1,250 1,250 No Change 2020-06-30
Psagot Investment House Ltd. 1,200 1,200 No Change 2020-06-30
Private Ocean, LLC 1,181 1,371 14% 2020-06-30
Glassman Wealth Services 1,175 1,492 21% 2020-06-30
AllSquare Wealth Management LLC 1,128 1,128 No Change 2020-06-30
Oakworth Capital, Inc. 1,097 1,036 6% 2020-06-30
Edge Wealth Management LLC 1,093 1,093 No Change 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 1,053 1,053 No Change 2020-06-30
Capital Directions Investment Advisors, LLC 1,032 1,032 No Change 2020-06-30
Bedel Financial Consulting, Inc. 1,024 1,024 No Change 2020-06-30
Keebeck Wealth Management, LLC 1,000 0 New Buy 2020-06-30
Providence Capital Advisors, LLC 955 1,430 33% 2020-06-30
Private Capital Group, LLC 921 921 No Change 2020-06-30
Perennial Advisors, LLC 890 917 3% 2020-06-30
Red Door Wealth Management, LLC 887 887 No Change 2020-06-30
Roble, Belko & Company, Inc 880 880 No Change 2020-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 855 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 853 1,283 34% 2020-06-30
Arkadios Wealth Advisors 835 835 No Change 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 808 808 No Change 2020-06-30
AUA CAPITAL MANAGEMENT, LLC 800 1,503 47% 2020-06-30
Winslow, Evans & Crocker, Inc. 745 746 0% 2020-06-30
Cribstone Capital Management, LLC 736 1,029 28% 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 725 825 12% 2020-06-30
Heritage Wealth Advisors 716 0 New Buy 2020-06-30
Retirement Network 706 533 32% 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 700 700 No Change 2020-06-30
Pacifica Partners Inc. 666 962 31% 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 660 760 13% 2020-06-30
Larson Financial Group LLC 653 303 116% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 646 4,081 84% 2020-06-30
ADIRONDACK TRUST CO 627 627 No Change 2020-06-30
MBM Wealth Consultants, LLC 624 624 No Change 2020-06-30
BROWN BROTHERS HARRIMAN & CO 600 0 New Buy 2020-06-30
Taylor Hoffman Wealth Management 600 0 New Buy 2020-06-30
Norway Savings Bank 597 673 11% 2020-06-30
Millburn Ridgefield Corp 577 403 43% 2020-06-30
Hudock Moyer Wealth Resources, LLC 538 536 0% 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 530 1,154 54% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 526 1,800 71% 2020-06-30
Avondale Wealth Management 517 517 No Change 2020-06-30
CNB Bank 508 0 New Buy 2020-06-30
Atlas Private Wealth Advisors 487 0 New Buy 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 431 430 0% 2020-06-30
Canton Hathaway, LLC 391 391 No Change 2020-06-30
Jacobi Capital Management LLC 376 2,683 86% 2020-06-30
Prestige Wealth Management Group LLC 365 0 New Buy 2020-06-30
Truvestments Capital LLC 357 0 New Buy 2020-06-30
Davis Capital Management 354 0 New Buy 2020-06-30
Global Wealth Management Investment Advisory, Inc. 351 351 No Change 2020-06-30
FSA Wealth Management LLC 325 0 New Buy 2020-06-30
Investors Research Corp 307 307 No Change 2020-06-30
TOMPKINS FINANCIAL CORP 300 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 300 300 No Change 2020-06-30
Column Capital Advisors, LLC 258 0 New Buy 2020-06-30
Perkins Coie Trust Co 251 251 No Change 2020-06-30
Dougherty Wealth Advisers LLC 250 250 No Change 2020-06-30
OPTIMUM INVESTMENT ADVISORS 243 1,798 86% 2020-06-30
Procyon Private Wealth Partners, LLC 242 0 New Buy 2020-06-30
AlphaMark Advisors, LLC 240 240 No Change 2020-06-30
Parkside Financial Bank & Trust 225 171 32% 2020-06-30
West Oak Capital, LLC 200 200 No Change 2020-06-30
Cascade Investment Advisors, Inc. 200 200 No Change 2020-06-30
Braun-Bostich & Associates Inc. 200 200 No Change 2020-06-30
Ironwood Wealth Management, llc 190 190 No Change 2020-06-30
McIlrath & Eck, LLC 190 0 New Buy 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 189 189 No Change 2020-06-30
Lenox Wealth Management, Inc. 183 285 36% 2020-06-30
Fortis Advisors, LLC 177 690 74% 2020-06-30
Moisand Fitzgerald Tamayo, LLC 161 0 New Buy 2020-06-30
Capital Analysts, Inc. 154 204 25% 2020-06-30
SECURITY NATIONAL TRUST CO 150 150 No Change 2020-06-30
CX Institutional 141 0 New Buy 2020-06-30
Horan Securities, Inc. 127 127 No Change 2020-06-30
CBIZ Investment Advisory Services, LLC 126 126 No Change 2020-06-30
PITTENGER & ANDERSON INC 123 123 No Change 2020-06-30
ATWOOD & PALMER INC 113 113 No Change 2020-06-30
Eukles Asset Management 113 113 No Change 2020-06-30
Enterprise Trust & Investment Co 109 109 No Change 2020-06-30
Tradewinds Capital Management, LLC 104 104 No Change 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 101 101 No Change 2020-06-30
Sound Income Strategies, LLC 100 153 35% 2020-06-30
HOEY INVESTMENTS, INC 82 0 New Buy 2020-06-30
MCF Advisors LLC 79 0 New Buy 2020-06-30
Sonora Investment Management, LLC 75 75 No Change 2020-06-30
Burt Wealth Advisors 63 63 No Change 2020-06-30
SeaBridge Investment Advisors LLC 61 61 No Change 2020-06-30
Jaffetilchin Investment Partners, LLC 48 9,587 99% 2020-06-30
Global Trust Asset Management, LLC 48 3,369 99% 2020-06-30
JFS WEALTH ADVISORS, LLC 36 36 No Change 2020-06-30
McMahon Financial Advisors, LLC 31 0 New Buy 2020-06-30
Cordasco Financial Network 29 29 No Change 2020-06-30
MANCHESTER FINANCIAL INC 29 29 No Change 2020-06-30
Filbrandt Wealth Management, LLC 29 0 New Buy 2020-06-30
JJJ Advisors Inc. 18 18 No Change 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 4 6,207 100% 2020-06-30
Ellevest, Inc. 1 280 100% 2020-06-30
Danda Trouve Investment Management, Inc. 1 1 No Change 2020-06-30
Vigilant Capital Management, LLC 0 330 Sold Out 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 0 110 Sold Out 2020-06-30
DOWLING & YAHNKE INC 0 2,203 Sold Out 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 0 1,986 Sold Out 2020-06-30
GUGGENHEIM CAPITAL LLC 0 2,154 Sold Out 2020-06-30
DAL Investment CO 0 3,207 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 465 Sold Out 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 0 77 Sold Out 2020-06-30
HARVARD MANAGEMENT CO INC 0 2,858 Sold Out 2020-06-30
CREDIT SUISSE/ 0 16,797 Sold Out 2020-06-30
Welch Group, LLC 0 1,096 Sold Out 2020-06-30
TD ASSET MANAGEMENT INC 0 25,462 Sold Out 2020-06-30
Sterneck Capital Management, LLC 0 5,096 Sold Out 2020-06-30
Botty Investors LLC 0 268 Sold Out 2020-06-30
Freestone Capital Holdings, LLC 0 2,466 Sold Out 2020-06-30
CFG Asset Management LLC 0 662 Sold Out 2020-06-30
Warren Averett Asset Management, LLC 0 4,453 Sold Out 2020-06-30
Gunma Bank,Ltd. 0 31,200 Sold Out 2020-06-30
Capital Wealth Planning, LLC 0 3,071 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 3,844 Sold Out 2020-06-30
Crossvault Capital Management LLC 0 2,204 Sold Out 2020-06-30
Advisory Alpha, LLC 0 1,521 Sold Out 2020-06-30
Tuttle Tactical Management LLC 0 30,764 Sold Out 2020-06-30
Northside Capital Management, LLC 0 2,354 Sold Out 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0 35,711 Sold Out 2020-06-30
Trexquant Investment LP 0 22,490 Sold Out 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 0 1 Sold Out 2020-06-30
Clarius Group, LLC 0 3,189 Sold Out 2020-06-30
Financial Strategy Network, LLC 0 5,026 Sold Out 2020-06-30
Bridge Creek Capital Management LLC 0 2,020 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 39,432 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 807 Sold Out 2020-06-30
All Terrain Financial Advisors, LLC 0 4,525 Sold Out 2020-06-30
Centerpoint Advisors, LLC 0 100 Sold Out 2020-06-30
Valtinson Bruner Financial Planning LLC 0 2,575 Sold Out 2020-06-30
Evolution Wealth Advisors, LLC 0 2,430 Sold Out 2020-06-30
Lindbrook Capital, LLC 0 190 Sold Out 2020-06-30
Semmax Financial Advisors Inc. 0 269 Sold Out 2020-06-30
Bay Harbor Wealth Management, LLC 0 3 Sold Out 2020-06-30
Surevest Inc. 0 2,314 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 700 Sold Out 2020-06-30
Aurora Investment Managers, LLC. 0 40,768 Sold Out 2020-06-30
AlphaCore Capital LLC 0 465 Sold Out 2020-06-30
Perennial Investment Advisors, LLC 0 3,169 Sold Out 2020-06-30
Key FInancial Inc 0 102 Sold Out 2020-06-30
Aberdeen Wealth Management LLC 0 38,081 Sold Out 2020-06-30
EPG Wealth Management LLC 0 210 Sold Out 2020-06-30
BALLAST ADVISORS LLC 0 557 Sold Out 2020-06-30
Wealth Quarterback LLC 0 759 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 6,168 Sold Out 2020-06-30
Total Clarity Wealth Management, Inc. 0 2,169 Sold Out 2020-06-30
MML INVESTORS SERVICES, LLC 535,470 577,045 7% 2020-03-31
Pennsylvania Trust Co 217,169 0 New Buy 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 108,686 99,390 9% 2020-03-31
Steward Partners Investment Advisory, LLC 120,883 92,654 30% 2020-03-31
Strategic Wealth Advisors Group,Inc. 95,468 121,772 22% 2020-03-31
Hefren-Tillotson, Inc. 89,407 97,835 9% 2020-03-31
PagnatoKarp Partners LLC 89,253 114,437 22% 2020-03-31
Atlantic Trust Group, LLC 64,626 67,050 4% 2020-03-31
Stokes Capital Advisors, LLC 52,506 59,178 11% 2020-03-31
Westside Investment Management, Inc. 41,470 0 New Buy 2020-03-31
S&CO INC 24,271 24,271 No Change 2020-03-31
Laurel Wealth Advisors, Inc. 24,169 24,908 3% 2020-03-31
INTL FCSTONE INC. 24,154 24,590 2% 2020-03-31
Watson Rebecca 20,871 43,312 52% 2020-03-31
BOYS ARNOLD & CO INC 19,190 19,185 0% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 17,418 17,537 1% 2020-03-31
Resources Investment Advisors, Inc. 16,086 13,706 17% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13,666 13,914 2% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 11,177 9,762 14% 2020-03-31
Manchester Capital Management LLC 11,031 12,553 12% 2020-03-31
ACIMA PRIVATE WEALTH, LLC 10,225 10,225 No Change 2020-03-31
LEVIN CAPITAL STRATEGIES, L.P. 10,000 10,000 No Change 2020-03-31
SIMPLEX TRADING, LLC 9,658 19,551 51% 2020-03-31
Huber Financial Advisors, LLC 8,841 8,875 0% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,194 6,020 36% 2020-03-31
Golden State Wealth Management, LLC 7,750 0 New Buy 2020-03-31
Stratford Consulting, LLC 7,202 6,846 5% 2020-03-31
Arden Trust Co 6,630 21,884 70% 2020-03-31
Relyea Zuckerberg Hanson LLC 6,243 6,239 0% 2020-03-31
Great Lakes Retirement, Inc. 5,443 5,946 8% 2020-03-31
Coe Capital Management, LLC 4,761 4,693 1% 2020-03-31
RDA Financial Network 4,401 4,401 No Change 2020-03-31
Covenant Asset Management, LLC 3,600 3,800 5% 2020-03-31
CA Family Wealth, LLC 3,430 3,430 No Change 2020-03-31
TRUST CO OF OKLAHOMA 3,401 3,401 No Change 2020-03-31
NOESIS CAPITAL MANGEMENT CORP 3,119 3,119 No Change 2020-03-31
Integer Wealth Advisors Group LLC 2,634 2,462 7% 2020-03-31
GILL CAPITAL PARTNERS, LLC 2,365 2,211 7% 2020-03-31
Wall Street Access Asset Management, LLC 2,363 0 New Buy 2020-03-31
DEUTSCHE BANK AG 2,150 2,090 3% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 2,044 2,345 13% 2020-03-31
LVM CAPITAL MANAGEMENT LTD/MI 1,935 1,935 No Change 2020-03-31
ROWLAND & CO INVESTMENT COUNSEL/ADV 1,400 1,105 27% 2020-03-31
FIRST FINANCIAL CORP /IN/ 1,000 1,000 No Change 2020-03-31
TOTH FINANCIAL ADVISORY CORP 490 490 No Change 2020-03-31
Founders Capital Management 400 400 No Change 2020-03-31
RPg Family Wealth Advisory, LLC 380 380 No Change 2020-03-31
Willingdon Wealth Management 345 345 No Change 2020-03-31
Gierl Augustine Investment Management Inc 70 0 New Buy 2020-03-31
Center for Financial Planning, Inc. 62 62 No Change 2020-03-31
Financial Gravity Wealth, Inc. 35 100 65% 2020-03-31
Lake Point Wealth Management 7 7 No Change 2020-03-31
CANANDAIGUA NATIONAL BANK & TRUST CO 0 1,783 Sold Out 2020-03-31
Mizuho Corporate Bank, Ltd. 0 2,000,000 Sold Out 2020-03-31
Smart Portfolios, LLC 0 2,098 Sold Out 2020-03-31
Silverleafe Capital Partners, LLC 0 2,210 Sold Out 2020-03-31
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