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STOCK TICKER:
TECHNOLOGY SPDR   (ticker: XLK)
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
Susquehanna International Group, LLP 5,494,212 6,340,953 13% 2021-06-30
State of Tennessee, Treasury Department 3,465,112 3,465,112 No Change 2021-06-30
CHURCHILL MANAGEMENT GROUP /CA/ 3,185,642 3,071,659 4% 2021-06-30
WestEnd Advisors, LLC 2,175,478 1,401,640 55% 2021-06-30
US BANCORP DE 1,601,870 1,650,150 3% 2021-06-30
TD ASSET MANAGEMENT INC 728,700 728,700 No Change 2021-06-30
WOLVERINE TRADING, LLC 700,921 629,975 11% 2021-06-30
SPINNAKER TRUST 521,082 526,273 1% 2021-06-30
Wharton Business Group, LLC 417,837 446,544 6% 2021-06-30
Parker Investment Management, LLC 344,369 347,000 1% 2021-06-30
Spectrum Management Group, Inc. 219,926 242,166 9% 2021-06-30
SPHERA FUNDS MANAGEMENT LTD. 210,000 0 New Buy 2021-06-30
Sumitomo Mitsui Trust Holdings, Inc. 208,000 0 New Buy 2021-06-30
Sepio Capital, LLC 194,525 198,198 2% 2021-06-30
United Asset Strategies, Inc. 185,500 183,457 1% 2021-06-30
Vestmark Advisory Solutions, Inc. 184,766 132,696 39% 2021-06-30
Stillwater Capital Advisors, LLC 162,007 156,359 4% 2021-06-30
ROCKLAND TRUST CO 155,494 155,111 0% 2021-06-30
TORONTO DOMINION BANK 0 9,774 Sold Out 2021-06-30
Stratos Wealth Partners, LTD. 133,250 135,347 2% 2021-06-30
CHEMUNG CANAL TRUST CO 117,040 118,752 1% 2021-06-30
TOTH FINANCIAL ADVISORY CORP 112,881 119,696 6% 2021-06-30
Winton Capital Group Ltd 96,861 0 New Buy 2021-06-30
Tamar Securities, LLC 91,789 83,917 9% 2021-06-30
Sage Advisory Services, Ltd.Co. 91,539 180,119 49% 2021-06-30
THRIVENT FINANCIAL FOR LUTHERANS 0 86,352 Sold Out 2021-06-30
Van Hulzen Asset Management, LLC 90,307 61,107 48% 2021-06-30
WAGNER CAPITAL MANAGEMENT CORP 87,658 82,692 6% 2021-06-30
TIAA, FSB 85,398 91,600 7% 2021-06-30
SG Americas Securities, LLC 78,306 145,743 46% 2021-06-30
Sequent Asset Management, LLC 73,676 85,882 14% 2021-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 73,386 71,304 3% 2021-06-30
INTL FCSTONE INC. 72,288 0 New Buy 2021-06-30
Stillwater Investment Management, LLC 70,895 68,896 3% 2021-06-30
Spire Wealth Management 70,405 0 New Buy 2021-06-30
TRUST CO OF VIRGINIA /VA 63,268 64,667 2% 2021-06-30
Venturi Wealth Management, LLC 62,928 80,561 22% 2021-06-30
Rezny Wealth Management, Inc. 60,666 58,871 3% 2021-06-30
Simmons Bank 58,635 58,767 0% 2021-06-30
Feltz Wealth PLAN Inc. 58,496 58,567 0% 2021-06-30
Emerald Investment Partners, LLC 58,424 20,333 187% 2021-06-30
Capital Financial Planning, LLC 57,684 52,113 11% 2021-06-30
SCHNIEDERS CAPITAL MANAGEMENT LLC 56,489 55,232 2% 2021-06-30
Trust Co 56,168 75,687 26% 2021-06-30
TSFG, LLC 54,940 53,079 4% 2021-06-30
SkyOak Wealt, LLC 52,485 51,609 2% 2021-06-30
Western Wealth Management, LLC 47,500 46,570 2% 2021-06-30
Shepherd Financial Partners LLC 43,985 0 New Buy 2021-06-30
USCA RIA LLC 41,316 37,160 11% 2021-06-30
Waldron, LP 40,258 40,444 0% 2021-06-30
Loudon Investment Management, LLC 39,766 0 New Buy 2021-06-30
SPRENG CAPITAL MANAGEMENT, INC. 39,029 38,193 2% 2021-06-30
WESPAC Advisors SoCal, LLC 36,986 26,311 41% 2021-06-30
Sage Capital Advisors,llc 36,331 35,930 1% 2021-06-30
Corsicana & Co. 36,200 0 New Buy 2021-06-30
St. Johns Investment Management Company, LLC 34,989 35,225 1% 2021-06-30
Segment Wealth Management, LLC 34,133 33,770 1% 2021-06-30
Stratos Wealth Advisors, LLC 33,541 32,027 5% 2021-06-30
Venture Visionary Partners LLC 32,440 30,012 8% 2021-06-30
Wela Strategies, LLC 32,186 31,239 3% 2021-06-30
Shulman DeMeo Asset Management LLC 31,614 31,583 0% 2021-06-30
Grassi Investment Management 30,944 30,734 1% 2021-06-30
United Bank 29,648 31,403 6% 2021-06-30
WEBSTER BANK, N. A. 28,657 34,133 16% 2021-06-30
WESBANCO BANK INC 28,243 25,609 10% 2021-06-30
Rye Brook Capital LLC 27,500 54,800 50% 2021-06-30
FIRST MIDWEST BANK TRUST DIVISION 25,299 26,161 3% 2021-06-30
WHITTIER TRUST CO 24,604 25,560 4% 2021-06-30
Boltwood Capital Management 23,232 22,818 2% 2021-06-30
Valeo Financial Advisors, LLC 23,217 23,394 1% 2021-06-30
First Financial Bank, N.A. - Trust Division 22,967 22,647 1% 2021-06-30
WNY Asset Management, LLC 22,514 23,853 6% 2021-06-30
STALEY CAPITAL ADVISERS INC 22,000 22,000 No Change 2021-06-30
PATTEN & PATTEN INC/TN 21,804 21,780 0% 2021-06-30
Winfield Associates, Inc. 21,562 21,413 1% 2021-06-30
LifeSteps Financial, Inc. 20,939 18,009 16% 2021-06-30
Canton Hathaway, LLC 18,788 20,688 9% 2021-06-30
Successful Portfolios LLC 18,776 18,835 0% 2021-06-30
Williams Jones Wealth Management, LLC. 18,601 18,751 1% 2021-06-30
Triumph Capital Management 18,475 0 New Buy 2021-06-30
Sowell Financial Services LLC 17,967 26,691 33% 2021-06-30
Krasney Financial LLC 17,532 14,443 21% 2021-06-30
WSFS CAPITAL MANAGEMENT, LLC 17,179 14,953 15% 2021-06-30
Valmark Advisers, Inc. 15,847 15,297 4% 2021-06-30
USAdvisors Wealth Management, LLC 14,635 15,016 3% 2021-06-30
XR Securities LLC 14,100 19,300 27% 2021-06-30
Secure Asset Management, LLC 13,547 24,340 44% 2021-06-30
AdvisorNet Financial, Inc 13,174 22,082 40% 2021-06-30
WEALTH ADVISORS, INC. 12,791 13,612 6% 2021-06-30
Geneos Wealth Management Inc. 0 20,634 Sold Out 2021-06-30
Sequoia Financial Advisors, LLC 12,557 12,115 4% 2021-06-30
SONATA CAPITAL GROUP INC 12,265 12,265 No Change 2021-06-30
North Star Investment Management Corp. 12,106 12,542 3% 2021-06-30
Bank of New Hampshire 11,490 0 New Buy 2021-06-30
Sunflower Bank, N.A. 10,766 0 New Buy 2021-06-30
Sowa Financial Group, Inc. 10,315 10,907 5% 2021-06-30
Sailer Financial LLC 9,593 9,593 No Change 2021-06-30
Wealth Advisory Solutions, LLC 9,510 0 New Buy 2021-06-30
Verdence Capital Advisors LLC 9,356 9,357 0% 2021-06-30
SEARLE & CO. 9,200 9,200 No Change 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 8,975 0 New Buy 2021-06-30
Sharkey, Howes & Javer 8,659 8,659 No Change 2021-06-30
Strategic Investment Advisors / MI 8,479 9,646 12% 2021-06-30
Tradition Wealth Management, LLC 8,397 8,377 0% 2021-06-30
XML Financial, LLC 8,301 8,313 0% 2021-06-30
VAUGHAN DAVID INVESTMENTS INC/IL 8,277 9,062 9% 2021-06-30
WASHINGTON TRUST CO 7,994 8,284 4% 2021-06-30
First National Bank of Mount Dora, Trust Investment Services 7,965 8,069 1% 2021-06-30
Westshore Wealth, LLC 7,961 6,061 31% 2021-06-30
Vontobel Holding Ltd. 7,889 7,202 10% 2021-06-30
PRIVATE ASSET MANAGEMENT INC 7,581 6,548 16% 2021-06-30
Hudson Value Partners, LLC 7,455 8,530 13% 2021-06-30
SIGNATUREFD, LLC 7,372 5,999 23% 2021-06-30
We Are One Seven, LLC 7,283 3,158 131% 2021-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 6,926 19,047 64% 2021-06-30
Stuart Chaussee & Associates, Inc. 6,779 8,090 16% 2021-06-30
W.G. Shaheen & Associates DBA Whitney & Co 6,568 5,893 11% 2021-06-30
Sound View Wealth Advisors Group, LLC 6,340 3,984 59% 2021-06-30
ELM ADVISORS, LLC 6,300 6,300 No Change 2021-06-30
Sterling Investment Management, Inc. 6,235 10,247 39% 2021-06-30
Voya Financial Advisors, Inc. 6,232 28,764 78% 2021-06-30
Triangle Securities Wealth Management 6,230 6,230 No Change 2021-06-30
Montecito Bank & Trust 5,834 7,696 24% 2021-06-30
SRS Capital Advisors, Inc. 5,711 0 New Buy 2021-06-30
Summit Place Financial Advisors, LLC 5,675 8,025 29% 2021-06-30
APPLETON PARTNERS INC/MA 5,652 5,823 3% 2021-06-30
SECURITY NATIONAL TRUST CO 5,532 5,597 1% 2021-06-30
Signature Wealth Management Partners, LLC 5,265 5,367 2% 2021-06-30
Carnick & Kubik Group, LLC 4,944 4,883 1% 2021-06-30
WT Wealth Management 4,903 6,392 23% 2021-06-30
V Wealth Management,LLC 0 2,620 Sold Out 2021-06-30
WP Advisors, LLC 4,804 4,172 15% 2021-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,804 4,725 2% 2021-06-30
YOUNGS ADVISORY GROUP, INC. 4,735 0 New Buy 2021-06-30
WealthTrust Asset Management, LLC 4,574 0 New Buy 2021-06-30
Veracity Capital LLC 4,549 5,297 14% 2021-06-30
M&R CAPITAL MANAGEMENT INC 4,511 4,530 0% 2021-06-30
WELCH & FORBES LLC 4,453 3,407 31% 2021-06-30
SNS Financial Group, LLC 4,377 4,235 3% 2021-06-30
Sunbelt Securities, Inc. 4,349 4,552 4% 2021-06-30
SIGMA INVESTMENT COUNSELORS INC 4,317 4,415 2% 2021-06-30
RDA Financial Network 4,299 3,423 26% 2021-06-30
TrueWealth Advisors, LLC 4,087 0 New Buy 2021-06-30
Summit Financial Wealth Advisors, LLC 4,080 4,107 1% 2021-06-30
Granite Springs Asset Management LLC 3,848 4,248 9% 2021-06-30
Winthrop Advisory Group LLC 3,797 3,872 2% 2021-06-30
SOL Capital Management CO 3,750 4,150 10% 2021-06-30
TBH Global Asset Management, LLC 3,447 3,503 2% 2021-06-30
STOCK YARDS BANK & TRUST CO 3,306 3,270 1% 2021-06-30
ROTHSCHILD INVESTMENT CORP /IL 3,292 3,292 No Change 2021-06-30
Regent Investment Management LLC 3,188 3,188 No Change 2021-06-30
Adviser Investments LLC 3,161 2,631 20% 2021-06-30
Tempus Wealth Planning, LLC 3,104 2,441 27% 2021-06-30
Vigilant Capital Management, LLC 2,903 3,003 3% 2021-06-30
Truvestments Capital LLC 2,836 2,781 2% 2021-06-30
Tradewinds Capital Management, LLC 2,755 169,556 98% 2021-06-30
SENTINEL PENSION ADVISORS INC 2,743 2,817 3% 2021-06-30
PBMares Wealth Management LLC 2,648 2,648 No Change 2021-06-30
Welch Group, LLC 2,627 2,370 11% 2021-06-30
Schneider Downs Wealth Management Advisors, LP 2,578 2,578 No Change 2021-06-30
Windsor Group LTD 2,577 4,549 43% 2021-06-30
Enterprise Bank & Trust Co 2,572 2,572 No Change 2021-06-30
STRATEGY ASSET MANAGERS LLC 2,568 2,841 10% 2021-06-30
WOODSTOCK CORP 2,500 2,500 No Change 2021-06-30
SHUFRO ROSE & CO LLC 2,460 2,460 No Change 2021-06-30
SUMMIT FINANCIAL GROUP INC 2,455 2,500 2% 2021-06-30
Pratt Collard Advisory Partners LLC 2,450 2,600 6% 2021-06-30
Smith Anglin Financial, LLC 2,440 0 New Buy 2021-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 2,412 0 New Buy 2021-06-30
WELCH CAPITAL PARTNERS LLC/NY 2,390 2,390 No Change 2021-06-30
Verity Asset Management, Inc. 2,352 0 New Buy 2021-06-30
Trexquant Investment LP 2,305 4,798 52% 2021-06-30
White Pine Investment CO 2,236 2,331 4% 2021-06-30
Susquehanna International Group Ltd. 2,203 0 New Buy 2021-06-30
SMITH, MOORE & CO. 2,105 2,125 1% 2021-06-30
Wellington Shields & Co., LLC 2,100 2,100 No Change 2021-06-30
Zhang Financial LLC 2,100 0 New Buy 2021-06-30
Wealth Alliance Advisory Group, LLC 2,066 1,566 32% 2021-06-30
Strategic Wealth Partners, Ltd. 2,020 0 New Buy 2021-06-30
Texas Capital Bank Wealth Management Services Inc 2,019 133,516 98% 2021-06-30
West Financial Advisors, LLC 2,007 6,759 70% 2021-06-30
Truepoint, Inc. 2,000 0 New Buy 2021-06-30
WOODWARD DIVERSIFIED CAPITAL, LLC 1,960 12,000 84% 2021-06-30
DUBUQUE BANK & TRUST CO 1,957 1,725 13% 2021-06-30
Pinnacle Bank 1,950 1,950 No Change 2021-06-30
YorkBridge Wealth Partners, LLC 1,949 1,949 No Change 2021-06-30
Vigilare Wealth Management 1,930 1,974 2% 2021-06-30
Walkner Condon Financial Advisors LLC 1,913 1,913 No Change 2021-06-30
Sovereign Financial Group, Inc. 1,852 1,852 No Change 2021-06-30
SlateStone Wealth, LLC 1,842 1,642 12% 2021-06-30
O'Brien Wealth Partners LLC 1,783 1,783 No Change 2021-06-30
Smith, Salley & Associates 1,745 1,898 8% 2021-06-30
WealthTrust Axiom LLC 1,714 1,714 No Change 2021-06-30
WESTWOOD HOLDINGS GROUP INC 1,713 2,563 33% 2021-06-30
Wealth Quarterback LLC 1,697 0 New Buy 2021-06-30
Tranquility Partners, LLC 1,662 0 New Buy 2021-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 1,650 1,650 No Change 2021-06-30
TECTONIC ADVISORS LLC 0 1,695 Sold Out 2021-06-30
Resource Management, LLC 1,614 4,113 61% 2021-06-30
Vishria Bird Financial Group, LLC 1,586 1,586 No Change 2021-06-30
Steigerwald, Gordon & Koch Inc. 1,515 1,515 No Change 2021-06-30
UMA Financial Services, Inc. 1,492 0 New Buy 2021-06-30
Soltis Investment Advisors LLC 1,483 1,741 15% 2021-06-30
SCBT FINANCIAL CORP 797 2,258 65% 2021-06-30
YHB Investment Advisors, Inc. 1,455 1,635 11% 2021-06-30
Yale Capital CORP 1,436 0 New Buy 2021-06-30
VALLEY NATIONAL ADVISERS INC 1,427 1,427 No Change 2021-06-30
Warren Averett Asset Management, LLC 1,416 0 New Buy 2021-06-30
Silicon Hills Wealth Management, LLC 1,396 0 New Buy 2021-06-30
Stokes Family Office, LLC 1,368 0 New Buy 2021-06-30
Sage Mountain Advisors LLC 1,247 1,255 1% 2021-06-30
True Link Financial Advisors, LLC 1,200 1,200 No Change 2021-06-30
TFC Financial Management 1,192 1,192 No Change 2021-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 1,155 1,245 7% 2021-06-30
Stelac Advisory Services LLC 1,142 1,142 No Change 2021-06-30
Rocky Mountain Advisers, LLC 1,113 1,113 No Change 2021-06-30
TCI Wealth Advisors, Inc. 1,066 1,066 No Change 2021-06-30
TRUST CO OF VERMONT 1,015 1,025 1% 2021-06-30
SOA Wealth Advisors, LLC. 970 699 39% 2021-06-30
Riggs Asset Managment Co. Inc. 774 955 19% 2021-06-30
Sugarloaf Wealth Management, LLC 545 301 81% 2021-06-30
Winch Advisory Services, LLC 484 483 0% 2021-06-30
Versant Capital Management, Inc 427 427 No Change 2021-06-30
Selective Wealth Management 386 386 No Change 2021-06-30
West Oak Capital, LLC 375 375 No Change 2021-06-30
Timber Creek Capital Management LLC 342 342 No Change 2021-06-30
Advocacy Wealth Management Services, LLC 341 341 No Change 2021-06-30
Stonebridge Financial Planning Group, LLC 300 300 No Change 2021-06-30
PEOPLES FINANCIAL SERVICES CORP. 280 150 87% 2021-06-30
STEPHENSON NATIONAL BANK & TRUST 264 264 No Change 2021-06-30
Massey, Quick & Co., LLC 212 87 144% 2021-06-30
Savior LLC 192 192 No Change 2021-06-30
Tortoise Investment Management, LLC 186 186 No Change 2021-06-30
Filbrandt Wealth Management, LLC 179 179 No Change 2021-06-30
Sound Income Strategies, LLC 123 197 38% 2021-06-30
Lenox Wealth Advisors, Inc. 84 0 New Buy 2021-06-30
Perkins Coie Trust Co 68 0 New Buy 2021-06-30
Coastal Capital Group, Inc. 39 39 No Change 2021-06-30
Semmax Financial Advisors Inc. 9 9 No Change 2021-06-30
Financial Gravity Wealth, Inc. 0 3 Sold Out 2021-06-30
TIFF ADVISORY SERVICES INC 0 99,123 Sold Out 2021-06-30
TEXAS CAPITAL BANCSHARES INC/TX 0 29,039 Sold Out 2021-06-30
SWARTHMORE GROUP INC 0 42,893 Sold Out 2021-06-30
WESPAC Advisors, LLC 0 4,081 Sold Out 2021-06-30
US FINANCIAL ADVISORS, LLC 0 6,160 Sold Out 2021-06-30
Polianta Ltd 0 96,500 Sold Out 2021-06-30
Symmetry Partner, LLC 0 38,847 Sold Out 2021-06-30
Comprehensive Portfolio Management, LLC 0 1,576 Sold Out 2021-06-30
Trilogy Capital Inc. 0 2,052 Sold Out 2021-06-30
Wealthstreet Investment Advisors, LLC 0 1,962 Sold Out 2021-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 43,640 Sold Out 2021-06-30
Total Clarity Wealth Management, Inc. 0 636 Sold Out 2021-06-30
tru Independence LLC 0 7,703 Sold Out 2021-06-30
Valley Brook Capital Group, Inc. 0 274 Sold Out 2021-06-30
Regency Capital Management Inc.DE 0 20 Sold Out 2021-06-30
WELLS FARGO & CO/MN 13,566,114 13,604,545 0% 2021-03-31
MORGAN STANLEY 8,543,378 0 New Buy 2021-03-31
UBS Group AG 1,031 9,014,440 100% 2021-03-31
BARCLAYS PLC 250 250 No Change 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 3,229,026 1,258,644 157% 2021-03-31
LPL Financial CORP 3,078,902 3,394,298 9% 2021-03-31
ROYAL BANK OF CANADA 3,075,949 0 New Buy 2021-03-31
Janney Montgomery Scott LLC 3,010,301 2,605,265 16% 2021-03-31
Swan Wealth Advisors, Inc. 2,393,645 2,591,293 8% 2021-03-31
RAYMOND JAMES & ASSOCIATES 2,285,376 2,003,329 14% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 2,001,472 2,635,435 24% 2021-03-31
Psagot Investment House Ltd. 1,642,904 2,074,948 21% 2021-03-31
CITIGROUP INC 1,610,115 2,362,855 32% 2021-03-31
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 1,603,889 0 New Buy 2021-03-31
NORTHERN TRUST CORP 1,518,455 1,597,673 5% 2021-03-31
Equitable Holdings, Inc. 1,414,709 1,393,437 2% 2021-03-31
STATE STREET CORP 1,316,621 119,163 1,005% 2021-03-31
FFCM LLC 1,308,655 1,189,869 10% 2021-03-31
AGF FUNDS INC 1,308,412 1,184,756 10% 2021-03-31
Pinnacle Advisory Group, Inc. 100 1,006,210 100% 2021-03-31
BANK OF MONTREAL /CAN/ 1,182,971 1,230,481 4% 2021-03-31
Mirae Asset Global Investments Co., Ltd. 1,066,520 1,318,020 19% 2021-03-31
AMERIPRISE FINANCIAL INC 1,027,894 1,137,541 10% 2021-03-31
BANK OF NOVA SCOTIA / 1,010,234 5,668 17,723% 2021-03-31
Twin Tree Management, LP 0 963,500 Sold Out 2021-03-31
Raymond James Financial Services Advisors, Inc. 839,587 958,401 12% 2021-03-31
HSBC HOLDINGS PLC 839,527 427,419 96% 2021-03-31
TWO SIGMA INVESTMENTS LLC 815,266 82,797 885% 2021-03-31
KCM INVESTMENT ADVISORS LLC 779,274 783,372 1% 2021-03-31
CREDIT SUISSE/ 717,631 622,643 15% 2021-03-31
J P MORGAN CHASE & CO 699,945 1,112,565 37% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 690,929 750,592 8% 2021-03-31
36 SOUTH CAPITAL ADVISORS LLP 651,100 0 New Buy 2021-03-31
Amerivest Investment Management LLC 624,534 624,534 No Change 2021-03-31
GM Advisory Group, Inc. 580,729 554,094 5% 2021-03-31
OLD NATIONAL BANCORP /IN/ 561,118 576,358 3% 2021-03-31
InterOcean Capital Group, LLC 560,437 559,406 0% 2021-03-31
CHARTER TRUST CO 559,974 562,283 0% 2021-03-31
Conservest Capital Advisors, Inc. 545,373 549,979 1% 2021-03-31
Capital Investment Advisors, LLC 527,791 519,627 2% 2021-03-31
Main Management ETF Advisors, LLC 526,680 723,450 27% 2021-03-31
EXCHANGE TRADED CONCEPTS, LLC 506,081 473,436 7% 2021-03-31
NATIXIS 500,000 500,000 No Change 2021-03-31
Brightworth 488,947 473,270 3% 2021-03-31
STIFEL FINANCIAL CORP 734 636 15% 2021-03-31
TWO SIGMA ADVISERS, LLC 460,000 0 New Buy 2021-03-31
FACTORY MUTUAL INSURANCE CO 407,800 407,800 No Change 2021-03-31
Private Advisor Group, LLC 397,025 0 New Buy 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 401,326 0 New Buy 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 387,985 1,592,193 76% 2021-03-31
Squarepoint Ops LLC 378,382 0 New Buy 2021-03-31
HighTower Advisors, LLC 370,129 515,191 28% 2021-03-31
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 367,408 619,116 41% 2021-03-31
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 358,131 400,000 10% 2021-03-31
ARS Wealth Advisors, LLC 139,303 0 New Buy 2021-03-31
MEITAV DASH INVESTMENTS LTD 346,886 266,703 30% 2021-03-31
EP Wealth Advisors, Inc. 335,791 275,363 22% 2021-03-31
FIFTH THIRD BANCORP 327,471 320,398 2% 2021-03-31
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 224,109 323,591 31% 2021-03-31
Mariner Wealth Advisors, LLC 310,141 313,133 1% 2021-03-31
AE Wealth Management LLC 291,492 253,580 15% 2021-03-31
Advisory Alpha, LLC 286,585 255,074 12% 2021-03-31
Evolution Wealth Advisors, LLC 277,036 261,142 6% 2021-03-31
Gerber Kawasaki Wealth & Investment Management 258,254 256,284 1% 2021-03-31
Kingsview Wealth Management, LLC 257,733 232,420 11% 2021-03-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 252,700 10,200 2,377% 2021-03-31
MD Financial Management Inc. 245,536 1,414,927 83% 2021-03-31
Financial Network 244,886 250,690 2% 2021-03-31
Cutler Group LP 55,816 437,300 87% 2021-03-31
Pathstone Family Office, LLC 228,424 217,219 5% 2021-03-31
HOLLENCREST SECURITIES LLC 223,123 224,191 0% 2021-03-31
Edenbrook Capital, LLC 221,000 0 New Buy 2021-03-31
Carnegie Capital Asset Management, LLC 215,465 218,466 1% 2021-03-31
ExodusPoint Capital Management, LP 214,543 2,974 7,114% 2021-03-31
Advisory Services Network, LLC 213,166 220,821 3% 2021-03-31
COLONY GROUP LLC 210,925 28,397 643% 2021-03-31
Veritable, L.P. 210,859 212,718 1% 2021-03-31
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 210,193 256,929 18% 2021-03-31
COMMERCE BANK N A/MO 209,195 236,243 11% 2021-03-31
Main Management LLC 206,372 339,819 39% 2021-03-31
Optiver Holding B.V. 206,000 0 New Buy 2021-03-31
Clarity Financial LLC 204,836 0 New Buy 2021-03-31
EASTERN BANK 201,739 197,102 2% 2021-03-31
ATRIA INVESTMENTS LLC 187,310 197,211 5% 2021-03-31
MML INVESTORS SERVICES, LLC 170,567 175,033 3% 2021-03-31
BBVA USA BANCSHARES INC 164,211 93,506 76% 2021-03-31
Asset Advisors Investment Management, LLC 162,751 166,341 2% 2021-03-31
GRIMES & COMPANY, INC. 161,652 143,033 13% 2021-03-31
Creative Planning 160,557 154,609 4% 2021-03-31
Buffington Mohr McNeal 159,679 154,747 3% 2021-03-31
Leicht Financial Planning & Wealth Management, Inc. 156,712 73,034 115% 2021-03-31
QUATTRO FINANCIAL ADVISORS LLC 153,584 177,826 14% 2021-03-31
Kestra Advisory Services, LLC 153,501 363,281 58% 2021-03-31
Hanlon Investment Management, Inc. 153,290 152,737 0% 2021-03-31
Harwood Advisory Group, LLC 152,263 99,575 53% 2021-03-31
Biltmore Wealth Management, LLC 148,878 141,266 5% 2021-03-31
Rockefeller Capital Management L.P. 148,360 135,151 10% 2021-03-31
Zurich Insurance Group Ltd/FI 148,282 0 New Buy 2021-03-31
FIRST INTERSTATE BANCSYSTEM INC 148,079 0 New Buy 2021-03-31
BCJ Capital Management, LLC 145,704 158,415 8% 2021-03-31
Oakworth Capital, Inc. 141,306 134,403 5% 2021-03-31
Green Harvest Asset Management LLC 54,565 54,565 No Change 2021-03-31
PFS INVESTMENTS INC. 139,939 124,545 12% 2021-03-31
Ten Capital Wealth Advisors, LLC 139,030 153,448 9% 2021-03-31
MARTIN & CO INC /TN/ 137,036 0 New Buy 2021-03-31
Lido Advisors, LLC 136,161 136,502 0% 2021-03-31
Kore Private Wealth LLC 135,353 129,668 4% 2021-03-31
ALPS ADVISERS INC 133,186 118,844 12% 2021-03-31
FIERA SCEPTRE INC. 132,562 165,059 20% 2021-03-31
ASSOCIATED BANC-CORP 0 126,069 Sold Out 2021-03-31
CIBC World Markets Inc. 130,662 138,197 5% 2021-03-31
Hochman Cole Investment Advisors, Inc. 129,832 0 New Buy 2021-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 128,941 122,932 5% 2021-03-31
SCHMEIDLER A R & CO INC 125,392 111,189 13% 2021-03-31
1607 Capital Partners, LLC 124,300 124,900 0% 2021-03-31
Roble, Belko & Company, Inc 121,318 121,880 0% 2021-03-31
BAILARD, INC. 112,696 110,622 2% 2021-03-31
Quantitative Investment Management, LLC 107,887 0 New Buy 2021-03-31
Strategic Point Investment Advisors, LLC 107,226 108,719 1% 2021-03-31
Cetera Investment Advisers 106,872 113,825 6% 2021-03-31
FINANCIAL COUNSELORS INC 106,769 108,864 2% 2021-03-31
Baird Financial Group, Inc. 2,327 2,327 No Change 2021-03-31
Northeast Financial Consultants Inc 103,189 101,466 2% 2021-03-31
High Note Wealth, LLC 102,944 102,391 1% 2021-03-31
55I, LLC 102,882 92,696 11% 2021-03-31
Callan Capital, LLC 102,390 105,381 3% 2021-03-31
IFP Advisors, Inc 101,461 92,516 10% 2021-03-31
BRAVE ASSET MANAGEMENT INC 100,173 91,580 9% 2021-03-31
HUNTINGTON NATIONAL BANK 98,168 101,360 3% 2021-03-31
Robertson Stephens Wealth Management, LLC 97,676 90,988 7% 2021-03-31
Mutual Advisors, LLC 95,691 98,884 3% 2021-03-31
FMR LLC 9 14 36% 2021-03-31
INNEALTA CAPITAL, LLC 94,954 108,032 12% 2021-03-31
Anfield Capital Management, LLC 94,270 90,726 4% 2021-03-31
J.W. COLE ADVISORS, INC. 93,878 101,664 8% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 93,550 95,711 2% 2021-03-31
Financial Architects, Inc 90,058 94,727 5% 2021-03-31
Itau Unibanco Holding S.A. 89,428 8,000 1,018% 2021-03-31
PUTNAM INVESTMENTS LLC 87,895 106,501 17% 2021-03-31
WADE G W & INC 86,558 89,611 3% 2021-03-31
Ayalon Holdings Ltd. 86,170 110,806 22% 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 83,917 82,603 2% 2021-03-31
PITTENGER & ANDERSON INC 82,780 84,354 2% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 79,273 79,273 No Change 2021-03-31
Multi-Financial Securities Corp 81,344 55,400 47% 2021-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 80,195 85,150 6% 2021-03-31
Jump Financial, LLC 79,177 8,658 814% 2021-03-31
H D Vest Advisory Services 79,054 75,527 5% 2021-03-31
Joel Isaacson & Co., LLC 78,998 79,990 1% 2021-03-31
Krilogy Financial LLC 78,642 79,694 1% 2021-03-31
HARRELL INVESTMENT PARTNERS, LLC 78,398 73,366 7% 2021-03-31
Bank of New York Mellon CORP 77,865 98,539 21% 2021-03-31
CX Institutional 77,833 61,518 27% 2021-03-31
Alphadyne Asset Management, LLC 75,580 0 New Buy 2021-03-31
IHT Wealth Management, LLC 74,930 68,556 9% 2021-03-31
MV Capital Management, Inc. 74,099 106,521 30% 2021-03-31
Strategic Wealth Advisors Group,Inc. 73,994 66,258 12% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 73,906 76,224 3% 2021-03-31
STEPHENS INC /AR/ 71,342 70,701 1% 2021-03-31
SUNRISE PARTNERS LLC /CT 7,723 144,300 95% 2021-03-31
CAPITAL INSIGHT PARTNERS, LLC 68,450 69,178 1% 2021-03-31
BLAIR WILLIAM & CO/IL 68,259 66,785 2% 2021-03-31
Granite Investment Advisors, Inc. 67,822 64,692 5% 2021-03-31
AMG National Trust Bank 67,378 84,283 20% 2021-03-31
Pacific Wealth Strategies Group, Inc. 67,287 68,143 1% 2021-03-31
Belpointe Asset Management LLC 67,062 61,993 8% 2021-03-31
Walleye Trading LLC 66,700 92,800 28% 2021-03-31
GeoWealth Management, LLC 66,086 65,846 0% 2021-03-31
BANK HAPOALIM BM 65,774 69,144 5% 2021-03-31
Black Swift Group, LLC 0 328,953 Sold Out 2021-03-31
Visionary Wealth Advisors 65,392 68,205 4% 2021-03-31
Atlantic Trust Group, LLC 3,225 69,435 95% 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 63,565 63,177 1% 2021-03-31
AlphaMark Advisors, LLC 63,507 0 New Buy 2021-03-31
Arrow Investment Advisors, LLC 63,456 70,053 9% 2021-03-31
CWM, LLC 63,433 75,909 16% 2021-03-31
OPPENHEIMER & CO INC 63,399 79,862 21% 2021-03-31
SYNOVUS FINANCIAL CORP 62,949 69,134 9% 2021-03-31
Camarda Financial Advisors, LLC 62,412 62,391 0% 2021-03-31
Intrua Financial, LLC 60,490 0 New Buy 2021-03-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 60,035 38,867 54% 2021-03-31
Sigma Planning Corp 59,685 63,270 6% 2021-03-31
CENTAURUS FINANCIAL, INC. 59,464 58,509 2% 2021-03-31
Ameraudi Asset Management, Inc. 58,740 58,141 1% 2021-03-31
Aspire Private Capital, LLC 58,568 1,550 3,679% 2021-03-31
Court Place Advisors, LLC 57,496 59,657 4% 2021-03-31
Circle Wealth Management, LLC 57,117 46,590 23% 2021-03-31
Bristlecone Advisors, LLC 56,320 54,959 2% 2021-03-31
FIL Ltd 56,030 54,926 2% 2021-03-31
M&T BANK CORP 55,540 73,368 24% 2021-03-31
Cribstone Capital Management, LLC 55,077 51,122 8% 2021-03-31
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 55,000 55,000 No Change 2021-03-31
MONEY CONCEPTS CAPITAL CORP 54,866 0 New Buy 2021-03-31
SCOTIA CAPITAL INC. 54,305 54,538 0% 2021-03-31
Financial Advocates Investment Management 54,177 165,129 67% 2021-03-31
AMERITAS INVESTMENT CORP 54,166 17,050 218% 2021-03-31
RWM Asset Management, LLC 54,082 40,882 32% 2021-03-31
Sargent Bickham Lagudis LLC 53,298 0 New Buy 2021-03-31
JNB Advisors LLC 52,819 74,785 29% 2021-03-31
Journey Advisory Group, LLC 52,817 52,825 0% 2021-03-31
Hilltop Holdings Inc. 52,328 48,712 7% 2021-03-31
DIAM Co., Ltd. 51,430 0 New Buy 2021-03-31
LOWE BROCKENBROUGH & CO INC 50,440 49,510 2% 2021-03-31
MONTAG A & ASSOCIATES INC 50,017 55,256 9% 2021-03-31
Kovack Advisors, Inc. 49,262 40,698 21% 2021-03-31
D.B. Root & Company, LLC 49,261 50,006 1% 2021-03-31
PROEQUITIES, INC. 49,204 56,039 12% 2021-03-31
Prestige Wealth Management Group LLC 49,097 94,953 48% 2021-03-31
Sandy Spring Bank 48,925 50,131 2% 2021-03-31
ORLEANS CAPITAL MANAGEMENT CORP/LA 48,809 47,964 2% 2021-03-31
RT Capital Management, LLC 48,535 48,535 No Change 2021-03-31
PETERSON WEALTH MANAGEMENT 47,973 58,873 19% 2021-03-31
Integrated Wealth Concepts LLC 47,860 252,372 81% 2021-03-31
Providence First Trust Co 47,839 37,685 27% 2021-03-31
Beaumont Capital Management, LLC 47,711 53,612 11% 2021-03-31
Cavalier Investments 47,500 44,470 7% 2021-03-31
Marquette Asset Management Inc. 47,000 47,000 No Change 2021-03-31
First National Bank of Hutchinson 0 47,129 Sold Out 2021-03-31
TCF National Bank 46,161 47,540 3% 2021-03-31
National Asset Management, Inc. 46,052 41,973 10% 2021-03-31
DAVIDSON D A & CO 46,016 40,899 13% 2021-03-31
Miracle Mile Advisors, LLC 45,662 45,761 0% 2021-03-31
ALERUS FINANCIAL NA 44,778 75,308 41% 2021-03-31
Donald L. Hagan, LLC 44,748 44,685 0% 2021-03-31
Private Wealth Advisors, LLC 44,393 47,903 7% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 43,712 45,127 3% 2021-03-31
BHF RG Capital Inc. 42,900 44,385 3% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 42,647 64,878 34% 2021-03-31
Sawtooth Asset Management, Inc. 42,379 249,528 83% 2021-03-31
Mechanics Bank Trust Department 42,005 15,970 163% 2021-03-31
FIFTH THIRD SECURITIES, INC. 42,000 39,182 7% 2021-03-31
CFG Asset Management LLC 41,638 38,898 7% 2021-03-31
IEQ CAPITAL, LLC 41,593 99,692 58% 2021-03-31
REGIONS FINANCIAL CORP 41,147 40,792 1% 2021-03-31
Oakmont Partners LLC 40,251 41,018 2% 2021-03-31
Cornerstone Advisors, LLC 40,000 44,000 9% 2021-03-31
Bartlett & Co. LLC 39,406 39,406 No Change 2021-03-31
PRUDENTIAL FINANCIAL INC 39,204 41,779 6% 2021-03-31
Bellwether Advisors, LLC 38,591 55,007 30% 2021-03-31
TrinityPoint Wealth, LLC 38,078 36,768 4% 2021-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 37,870 35,674 6% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 37,365 37,365 No Change 2021-03-31
RAYMOND JAMES TRUST CO 37,137 35,021 6% 2021-03-31
DUNCKER STREETT & CO INC 37,109 36,962 0% 2021-03-31
KENNICOTT CAPITAL MANAGEMENT LLC 37,082 0 New Buy 2021-03-31
BEL AIR INVESTMENT ADVISORS LLC 36,806 0 New Buy 2021-03-31
BP WEALTH MANAGEMENT, LLC 36,543 39,247 7% 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 36,462 40,237 9% 2021-03-31
Camden Capital, LLC 35,805 38,088 6% 2021-03-31
Mount Yale Investment Advisors, LLC 35,749 35,377 1% 2021-03-31
Budros, Ruhlin & Roe, Inc. 35,458 31,896 11% 2021-03-31
Berson & Corrado Investment Advisors, LLC 35,425 36,584 3% 2021-03-31
BigSur Wealth Management LLC 35,200 35,200 No Change 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 35,176 26,274 34% 2021-03-31
Gyroscope Capital Management Group, LLC 35,148 34,776 1% 2021-03-31
Belvedere Trading LLC 34,900 35,500 2% 2021-03-31
Chesapeake Wealth Management 34,855 35,215 1% 2021-03-31
KANAWHA CAPITAL MANAGEMENT LLC 34,810 34,765 0% 2021-03-31
ALPINE WOODS CAPITAL INVESTORS, LLC 34,800 34,800 No Change 2021-03-31
Heartwood Wealth Advisors LLC 34,525 102,019 66% 2021-03-31
Meridian Wealth Advisors, LLC 34,460 918 3,654% 2021-03-31
Altshuler Shaham Ltd 34,144 15,559 119% 2021-03-31
ProVise Management Group, LLC 34,121 35,893 5% 2021-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 36,400 Sold Out 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,927 32,820 0% 2021-03-31
FMA ADVISORY INC 32,695 0 New Buy 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 32,793 33,193 1% 2021-03-31
Meristem, LLP 32,601 36,010 9% 2021-03-31
Hall Kathryn A. 32,474 32,474 No Change 2021-03-31
LINCOLN NATIONAL CORP 32,207 32,239 0% 2021-03-31
RFG Advisory Group, LLC 32,158 33,186 3% 2021-03-31
Ledyard National Bank 31,364 32,798 4% 2021-03-31
NewEdge Wealth, LLC 30,867 0 New Buy 2021-03-31
Edge Capital Group, LLC 30,306 38,650 22% 2021-03-31
Koshinski Asset Management, Inc. 30,169 1,725 1,649% 2021-03-31
Man Group plc 30,098 5,503 447% 2021-03-31
Cornerstone Wealth Management, LLC 30,088 21,821 38% 2021-03-31
Integer Wealth Advisors Group LLC 30,008 0 New Buy 2021-03-31
BROWN ADVISORY HOLDINGS INC 29,524 35,818 18% 2021-03-31
Nelson Roberts Investment Advisors, LLC 29,220 30,868 5% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 28,984 18,384 58% 2021-03-31
BFT FINANCIAL GROUP, LLC 28,937 28,750 1% 2021-03-31
Evercore Wealth Management, LLC 28,452 26,143 9% 2021-03-31
Joseph P. Lucia & Associates, LLC 28,345 29,236 3% 2021-03-31
BURNS J W & CO INC/NY 28,317 28,325 0% 2021-03-31
Blue Creek Investment Partners, LLC 28,086 12,700 121% 2021-03-31
FOSTER DYKEMA CABOT & CO INC/MA 28,044 28,044 No Change 2021-03-31
Steel Peak Wealth Management LLC 27,975 27,160 3% 2021-03-31
Mathes Company, Inc. 27,750 27,750 No Change 2021-03-31
Windsor Capital Management, LLC 27,678 27,487 1% 2021-03-31
CAPITAL ONE FINANCIAL CORP 27,608 29,733 7% 2021-03-31
Lumature Wealth Partners, LLC 27,602 13,272 108% 2021-03-31
KWMG, LLC 27,591 35,615 23% 2021-03-31
PLIMOTH TRUST CO LLC 27,299 28,458 4% 2021-03-31
Loveless Wealth Management LLC 27,014 25,797 5% 2021-03-31
PAPP L ROY & ASSOCIATES 26,741 28,466 6% 2021-03-31
Bangor Savings Bank 26,604 25,226 5% 2021-03-31
Laidlaw Wealth Management LLC 26,487 21,258 25% 2021-03-31
Dorsey Wright & Associates 26,381 27,799 5% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 26,169 27,565 5% 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 26,061 25,981 0% 2021-03-31
Aveo Capital Partners, LLC 26,016 12,564 107% 2021-03-31
Abbot Financial Management, Inc. 25,572 26,572 4% 2021-03-31
Bank of Marin 25,484 25,650 1% 2021-03-31
SageGuard Financial Group, LLC 24,798 0 New Buy 2021-03-31
Column Capital Advisors, LLC 24,888 0 New Buy 2021-03-31
Capital Analysts, Inc. 24,818 100 24,718% 2021-03-31
Capital Planning LLC 24,571 24,986 2% 2021-03-31
Colonial River Wealth Management, LLC 24,540 23,480 5% 2021-03-31
Midwest Wealth Management Inc. 23,863 0 New Buy 2021-03-31
Phoenix Holdings Ltd. 23,848 10,999 117% 2021-03-31
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 23,634 24,458 3% 2021-03-31
Wunderlich Securities, Inc. 23,519 26,049 10% 2021-03-31
Manchester Capital Management LLC 23,322 23,322 No Change 2021-03-31
CITY HOLDING CO 22,633 20,843 9% 2021-03-31
NEXT Financial Group, Inc 3,750 4,446 16% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 22,558 23,788 5% 2021-03-31
FRANKLIN RESOURCES INC 22,450 22,397 0% 2021-03-31
Acropolis Investment Management, LLC 22,436 23,987 6% 2021-03-31
DAVENPORT & CO LLC 22,400 21,845 3% 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 22,314 23,054 3% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 9,083 45,136 80% 2021-03-31
Round Rock Advisors, LLC 22,038 24,223 9% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 21,938 25,583 14% 2021-03-31
NBT BANK N A /NY 21,898 23,131 5% 2021-03-31
INGALLS & SNYDER LLC 21,822 22,655 4% 2021-03-31
Fulcrum Equity Management 21,721 8,965 142% 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 21,628 26,956 20% 2021-03-31
J. Goldman & Co LP 21,469 17,507 23% 2021-03-31
Apexium Financial, LP 21,313 22,620 6% 2021-03-31
K.J. Harrison & Partners Inc 21,310 21,310 No Change 2021-03-31
Narwhal Capital Management 21,081 29,096 28% 2021-03-31
Financial Insights, Inc. 21,021 21,031 0% 2021-03-31
Exchange Capital Management, Inc. 20,735 21,673 4% 2021-03-31
EPG Wealth Management LLC 20,375 21,162 4% 2021-03-31
GenTrust, LLC 20,179 22,102 9% 2021-03-31
Legacy Advisors, LLC 20,108 20,098 0% 2021-03-31
UNIONBANCAL CORP 19,883 19,699 1% 2021-03-31
Foundations Investment Advisors, LLC 19,871 38,772 49% 2021-03-31
6 Meridian 19,755 24,721 20% 2021-03-31
Keebeck Alpha, LP 19,657 60,635 68% 2021-03-31
Evanson Asset Management, LLC 19,624 19,623 0% 2021-03-31
Ballentine, Finn & Company, Inc. 19,603 19,603 No Change 2021-03-31
MAI Wealth Advisors 19,599 17,834 10% 2021-03-31
Institute for Wealth Management, LLC. 19,569 19,235 2% 2021-03-31
FLOW TRADERS U.S. LLC 19,285 6,705 188% 2021-03-31
HBW Advisory Services LLC 19,007 38,039 50% 2021-03-31
Inscription Capital, LLC 18,960 13,041 45% 2021-03-31
Bremer Bank National Association 18,649 18,257 2% 2021-03-31
Elk River Wealth Management, LLC 18,640 18,530 1% 2021-03-31
Avitas Wealth Management LLC 18,637 20,131 7% 2021-03-31
HPM Partners LLC 18,626 17,330 7% 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 18,447 17,958 3% 2021-03-31
Intersect Capital LLC 18,433 21,197 13% 2021-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 18,319 18,801 3% 2021-03-31
Cranbrook Wealth Management, LLC 18,212 17,526 4% 2021-03-31
IFG Advisory, LLC 18,136 18,600 2% 2021-03-31
GAMCO INVESTORS, INC. ET AL 18,000 18,000 No Change 2021-03-31
Mattern Wealth Management LLC 17,752 48,790 64% 2021-03-31
Homrich & Berg 17,693 0 New Buy 2021-03-31
Cypress Capital Management LLC (WY) 17,552 18,046 3% 2021-03-31
CAPE ANN SAVINGS BANK 17,311 17,812 3% 2021-03-31
Constitution Capital LLC 17,038 12,923 32% 2021-03-31
AUA CAPITAL MANAGEMENT, LLC 17,020 17,020 No Change 2021-03-31
Cypress Capital Group 16,887 15,999 6% 2021-03-31
BUTENSKY & COHEN FINANCIAL SECURITY, INC 16,807 16,209 4% 2021-03-31
DOWLING & YAHNKE INC 16,798 16,798 No Change 2021-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 16,779 16,548 1% 2021-03-31
Burleson & Company, LLC 16,700 19,220 13% 2021-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 16,680 17,619 5% 2021-03-31
Baker Avenue Asset Management, LP 16,674 20,327 18% 2021-03-31
Acorn Wealth Advisors, LLC 16,622 19,408 14% 2021-03-31
KLINGENSTEIN FIELDS & CO LLC 16,610 18,808 12% 2021-03-31
Roundview Capital LLC 16,397 16,535 1% 2021-03-31
CALTON & ASSOCIATES, INC. 16,389 30,067 45% 2021-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 16,207 16,506 2% 2021-03-31
HoyleCohen, LLC 16,196 30,849 47% 2021-03-31
Prospera Financial Services 15,996 25,095 36% 2021-03-31
Bank Julius Baer & Co. Ltd, Zurich 15,964 22,888 30% 2021-03-31
Kovitz Investment Group Partners, LLC 15,933 19,650 19% 2021-03-31
People's United Financial, Inc. 15,929 23,815 33% 2021-03-31
Global Retirement Partners, LLC 15,912 16,635 4% 2021-03-31
Optas, LLC 15,731 16,798 6% 2021-03-31
TOWNSQUARE CAPITAL LLC 15,681 18,833 17% 2021-03-31
ARROW FINANCIAL CORP 1,000 1,000 No Change 2021-03-31
Gunma Bank,Ltd. 15,200 0 New Buy 2021-03-31
Arkadios Wealth Advisors 15,127 15,918 5% 2021-03-31
Blue Zone Wealth Advisors, LLC 15,106 16,246 7% 2021-03-31
PineBridge Investments Ltd 15,100 15,100 No Change 2021-03-31
Keudell/Morrison Wealth Management 15,050 15,050 No Change 2021-03-31
NWI MANAGEMENT LP 15,000 15,000 No Change 2021-03-31
FIRST UNITED BANK TRUST/ 14,735 15,060 2% 2021-03-31
Armor Investment Advisors, LLC 14,457 14,494 0% 2021-03-31
BALYASNY ASSET MANAGEMENT LLC 13,840 0 New Buy 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 13,833 12,806 8% 2021-03-31
Laurel Wealth Advisors, Inc. 13,827 13,794 0% 2021-03-31
ELEMENT POINTE ADVISORS, LLC 13,802 11,768 17% 2021-03-31
F3Logic, LLC 13,699 18,267 25% 2021-03-31
FAGAN ASSOCIATES, INC. 13,649 14,128 3% 2021-03-31
CHILTON CAPITAL MANAGEMENT LLC 13,612 11,954 14% 2021-03-31
MISSION CREEK CAPITAL PARTNERS, INC 13,535 15,101 10% 2021-03-31
PINNACLE ASSOCIATES LTD 13,442 14,268 6% 2021-03-31
Magnus Financial Group LLC 13,391 20,182 34% 2021-03-31
Crestone Asset Management LLC 13,176 6,052 118% 2021-03-31
MMA ASSET MANAGEMENT LLC 13,105 11,486 14% 2021-03-31
Jaffetilchin Investment Partners, LLC 13,043 2,392 445% 2021-03-31
AJ WEALTH STRATEGIES, LLC 12,953 8,334 55% 2021-03-31
Elevated Capital Advisors, LLC 12,952 11,353 14% 2021-03-31
Gladstone Institutional Advisory LLC 12,872 0 New Buy 2021-03-31
CULLEN FROST BANKERS INC 12,747 13,312 4% 2021-03-31
Hudson Capital Management LLC 12,697 11,482 11% 2021-03-31
PFG Advisors 12,695 10,352 23% 2021-03-31
LCNB CORP 12,663 13,510 6% 2021-03-31
9258 Wealth Management, LLC 12,655 11,531 10% 2021-03-31
Sheaff Brock Investment Advisors, LLC 12,593 13,165 4% 2021-03-31
Madden Advisory Services, Inc. 12,565 13,387 6% 2021-03-31
Source Financial Advisors LLC 12,565 12,518 0% 2021-03-31
LifePro Asset Management 0 12,097 Sold Out 2021-03-31
Invesco Ltd. 12,500 16,200 23% 2021-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,339 9,950 24% 2021-03-31
Van Cleef Asset Management,Inc 12,300 12,500 2% 2021-03-31
Rehmann Capital Advisory Group 12,157 14,798 18% 2021-03-31
IndexIQ Advisors LLC 12,148 0 New Buy 2021-03-31
First National Bank of South Miami 12,065 12,476 3% 2021-03-31
Principle Wealth Partners LLC 12,034 12,230 2% 2021-03-31
Integrated Advisors Network LLC 12,005 11,697 3% 2021-03-31
FIRST NATIONAL TRUST CO 11,880 12,734 7% 2021-03-31
Bruderman Asset Management, LLC 11,862 12,125 2% 2021-03-31
PEDDOCK CAPITAL ADVISORS, LLC 11,841 8,512 39% 2021-03-31
Moloney Securities Asset Management, LLC 11,812 11,857 0% 2021-03-31
Ancora Advisors, LLC 11,794 11,630 1% 2021-03-31
Arete Wealth Advisors, LLC 11,752 19,599 40% 2021-03-31
SAX WEALTH ADVISORS, LLC 11,537 0 New Buy 2021-03-31
FIRST MERCHANTS CORP 11,482 11,599 1% 2021-03-31
Freestone Capital Holdings, LLC 11,460 11,920 4% 2021-03-31
Eagle Capital Management, LLC 11,326 11,022 3% 2021-03-31
Jackson, Grant Investment Advisers, Inc. 11,238 11,599 3% 2021-03-31
Cornerstone Advisory, LLP 2,635 0 New Buy 2021-03-31
MEEDER ASSET MANAGEMENT INC 11,195 24,723 55% 2021-03-31
Meridian Wealth Management, LLC 11,155 10,427 7% 2021-03-31
Berkshire Bank 11,146 11,130 0% 2021-03-31
Wealthcare Advisory Partners LLC 11,057 11,359 3% 2021-03-31
Aurum Wealth Management Group, LLC 11,037 0 New Buy 2021-03-31
Strategic Advisors LLC 11,031 10,712 3% 2021-03-31
FineMark National Bank & Trust 11,002 9,955 11% 2021-03-31
ACIMA PRIVATE WEALTH, LLC 11,000 0 New Buy 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 10,889 15,574 30% 2021-03-31
3D/L Capital Management, LLC 10,836 0 New Buy 2021-03-31
Beaumont Financial Partners, LLC 10,801 17,189 37% 2021-03-31
Goss Wealth Management LLC 10,705 23,757 55% 2021-03-31
Crescent Grove Advisors, LLC 10,698 10,716 0% 2021-03-31
Endurance Wealth Management, Inc. 10,666 10,741 1% 2021-03-31
Game Plan Financial Advisors, LLC 10,608 10,904 3% 2021-03-31
IBEX WEALTH ADVISORS 10,569 10,440 1% 2021-03-31
LYNCH & ASSOCIATES/IN 10,450 11,275 7% 2021-03-31
EATON VANCE MANAGEMENT 10,392 0 New Buy 2021-03-31
Biltmore Capital Advisors LLC 10,385 3,707 180% 2021-03-31
RETIREMENT INCOME SOLUTIONS, INC 10,355 10,355 No Change 2021-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 10,335 9,540 8% 2021-03-31
BESSEMER GROUP INC 10,265 10,224 0% 2021-03-31
Personal Capital Advisors Corp 10,257 11,085 7% 2021-03-31
MONECO Advisors, LLC 10,247 10,382 1% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 10,220 34,106 70% 2021-03-31
Patriot Financial Group Insurance Agency, LLC 10,219 10,216 0% 2021-03-31
Brookstone Capital Management 10,172 11,699 13% 2021-03-31
E&G Advisors, LP 10,136 9,892 2% 2021-03-31
PECONIC PARTNERS LLC 10,000 0 New Buy 2021-03-31
JEFFERIES GROUP INC /DE/ 9,945 9,117 9% 2021-03-31
Beacon Pointe Advisors, LLC 9,925 10,001 1% 2021-03-31
Retirement Network 9,906 10,448 5% 2021-03-31
Riverpoint Wealth Management Holdings, LLC 9,905 10,795 8% 2021-03-31
Redhawk Wealth Advisors, Inc. 9,900 48,888 80% 2021-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,847 3,531 179% 2021-03-31
MBA Advisors LLC 9,805 0 New Buy 2021-03-31
HOURGLASS CAPITAL, LLC 9,790 19,454 50% 2021-03-31
Puplava Financial Services, Inc. 9,787 9,777 0% 2021-03-31
MT LUCAS MANAGEMENT CORP 9,783 75,419 87% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,742 12,087 19% 2021-03-31
Benchmark Financial Wealth Advisors, LLC 9,712 16,828 42% 2021-03-31
Chicago Partners Investment Group LLC 9,642 8,728 10% 2021-03-31
Keystone Financial Group 9,606 9,504 1% 2021-03-31
Concorde Asset Management, LLC 100 100 No Change 2021-03-31
PITCAIRN CO 9,534 0 New Buy 2021-03-31
MTM Investment Management, LLC 9,518 9,633 1% 2021-03-31
Centric Wealth Management 9,334 0 New Buy 2021-03-31
Cresset Asset Management, LLC 9,328 10,773 13% 2021-03-31
Moors & Cabot, Inc. 9,325 9,659 3% 2021-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9,214 10,639 13% 2021-03-31
Oxinas Partners Wealth Management LLC 9,173 9,055 1% 2021-03-31
Carroll Financial Associates, Inc. 9,164 13,955 34% 2021-03-31
ARGI Investment Services, LLC 9,161 0 New Buy 2021-03-31
VISTA INVESTMENT MANAGEMENT 9,154 9,439 3% 2021-03-31
CLARK FINANCIAL SERVICES GROUP INC /BD 9,122 0 New Buy 2021-03-31
Crew Capital Management, Ltd. 9,077 0 New Buy 2021-03-31
COUNTRY TRUST BANK 9,059 16,556 45% 2021-03-31
ROPES WEALTH ADVISORS LLC 9,051 12,504 28% 2021-03-31
Dynamic Advisors Solutions LLC 8,908 10,113 12% 2021-03-31
Perigon Wealth Management, LLC 8,797 8,875 1% 2021-03-31
AlphaStar Capital Management, LLC 8,758 94,833 91% 2021-03-31
Busey Trust CO 8,752 8,549 2% 2021-03-31
BANQUE PICTET & CIE SA 8,715 8,915 2% 2021-03-31
KFA Private Wealth Group, LLC 8,655 7,658 13% 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 8,585 10,020 14% 2021-03-31
Pacitti Group Inc. 8,511 8,511 No Change 2021-03-31
McGuire Investment Group, LLC 8,508 10,127 16% 2021-03-31
OPPENHEIMER ASSET MANAGEMENT INC 8,505 8,994 5% 2021-03-31
Allred Capital Management, LLC 8,493 8,967 5% 2021-03-31
Coastal Investment Advisors, Inc. 8,493 8,658 2% 2021-03-31
Disciplined Investments, LLC 8,473 9,055 6% 2021-03-31
Janney Capital Management LLC 8,385 6,846 22% 2021-03-31
Csenge Advisory Group 8,365 15,769 47% 2021-03-31
LPWM LLC 8,328 8,327 0% 2021-03-31
Ausdal Financial Partners, Inc. 8,289 11,741 29% 2021-03-31
Community Bank, N.A. 8,250 8,170 1% 2021-03-31
Pensionmark Financial Group, LLC 8,205 0 New Buy 2021-03-31
Parisi Gray Wealth Management 8,076 7,575 7% 2021-03-31
Private Portfolio Partners LLC 8,076 0 New Buy 2021-03-31
Quantbot Technologies LLC 8,002 2,389 235% 2021-03-31
Lebenthal Global Advisors, LLC 7,945 6,440 23% 2021-03-31
DORCHESTER WEALTH MANAGEMENT Co 7,925 7,950 0% 2021-03-31
PERSONAL CFO SOLUTIONS, LLC 7,855 9,270 15% 2021-03-31
Main Street Financial Solutions, LLC 7,848 7,018 12% 2021-03-31
AMJ Financial Wealth Management 7,816 9,621 19% 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 7,806 8,021 3% 2021-03-31
Lavaca Capital LLC 7,800 7,800 No Change 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 7,778 7,899 2% 2021-03-31
CAMBRIDGE TRUST CO 7,748 8,479 9% 2021-03-31
SAND HILL ADVISORS INC/CA 7,746 0 New Buy 2021-03-31
One Charles Private Wealth Services, LLC 0 1,577 Sold Out 2021-03-31
Kaizen Financial Strategies 7,628 9,105 16% 2021-03-31
Choate Investment Advisors 7,619 6,486 17% 2021-03-31
WEALTHSOURCE PARTNERS, LLC 7,531 7,179 5% 2021-03-31
HAVERFORD TRUST CO 7,521 3,803 98% 2021-03-31
LAKE STREET ADVISORS GROUP, LLC 7,464 8,264 10% 2021-03-31
MBL Wealth, LLC 7,461 6,610 13% 2021-03-31
SeaCrest Wealth Management, LLC 7,430 6,744 10% 2021-03-31
JONES FINANCIAL COMPANIES LLLP 7,352 6,405 15% 2021-03-31
BRIGHTON JONES LLC 7,310 7,395 1% 2021-03-31
Streettalk Advisors, LLC 7,278 6,473 12% 2021-03-31
Galvin, Gaustad & Stein, LLC 7,275 7,315 1% 2021-03-31
Brown Miller Wealth Management, LLC 7,242 7,935 9% 2021-03-31
CHICAGO TRUST Co NA 7,228 8,478 15% 2021-03-31
GREENWOOD CAPITAL ASSOCIATES LLC 7,226 12,961 44% 2021-03-31
HENDERSON GROUP PLC 7,220 0 New Buy 2021-03-31
American Institute for Advanced Investment Management, LLP 7,180 7,460 4% 2021-03-31
Bluesphere Advisors, LLC 7,153 8,246 13% 2021-03-31
Buckingham Asset Management, LLC 7,105 7,568 6% 2021-03-31
David J Yvars Group 7,098 6,921 3% 2021-03-31
Abundance Wealth Counselors 7,078 0 New Buy 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 7,069 6,817 4% 2021-03-31
Fulton Breakefield Broenniman LLC 7,062 6,184 14% 2021-03-31
BFSG, LLC 7,045 7,130 1% 2021-03-31
Private Advisory Group LLC 7,042 0 New Buy 2021-03-31
Parallel Advisors, LLC 6,935 6,675 4% 2021-03-31
Raab & Moskowitz Asset Management LLC 6,933 7,433 7% 2021-03-31
Avestar Capital, LLC 6,858 3,474 97% 2021-03-31
COURIER CAPITAL CORP 6,800 6,800 No Change 2021-03-31
Country Club Trust Company, n.a. 6,768 6,118 11% 2021-03-31
Emery Howard Portfolio Management, Inc. 6,760 1,888 258% 2021-03-31
Glenview Trust Co 6,725 0 New Buy 2021-03-31
Golden State Wealth Management, LLC 6,709 7,149 6% 2021-03-31
Ifrah Financial Services, Inc. 6,657 0 New Buy 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 6,592 6,677 1% 2021-03-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 6,550 6,550 No Change 2021-03-31
DT Investment Partners, LLC 6,510 6,510 No Change 2021-03-31
Vivaldi Capital Management, LLC 6,427 6,750 5% 2021-03-31
Ahrens Investment Partners LLC 6,426 7,856 18% 2021-03-31
CAROLINAS WEALTH CONSULTING LLC 6,418 7,213 11% 2021-03-31
Baldwin Investment Management, LLC 6,375 6,437 1% 2021-03-31
Neuberger Berman Group LLC 6,347 7,350 14% 2021-03-31
Landsberg, Bennett, & Dubbaneh LLC 6,339 7,668 17% 2021-03-31
ADIRONDACK TRUST CO 6,306 6,306 No Change 2021-03-31
Rollins Financial 6,284 5,927 6% 2021-03-31
Calamos Wealth Management LLC 6,277 6,277 No Change 2021-03-31
Altium Wealth Management LLC 6,195 3,596 72% 2021-03-31
Beacon Financial Advisory LLC 6,167 5,706 8% 2021-03-31
ENTERPRISE FINANCIAL SERVICES CORP 6,055 6,308 4% 2021-03-31
Aaron Wealth Advisors LLC 6,045 6,045 No Change 2021-03-31
River Wealth Advisors LLC 6,014 6,015 0% 2021-03-31
Global Endowment Management, LP 5,980 5,980 No Change 2021-03-31
HALLMARK CAPITAL MANAGEMENT INC 5,952 5,489 8% 2021-03-31
Linscomb & Williams, Inc. 5,944 5,944 No Change 2021-03-31
WETHERBY ASSET MANAGEMENT INC 5,931 5,931 No Change 2021-03-31
Bouchey Financial Group Ltd 5,921 5,915 0% 2021-03-31
KG&L Capital Management,LLC 5,915 5,406 9% 2021-03-31
CAPITAL ADVISORS INC/OK 5,879 0 New Buy 2021-03-31
Empirical Financial Services, LLC 5,796 5,323 9% 2021-03-31
Newman Dignan & Sheerar, Inc. 5,756 5,755 0% 2021-03-31
EVOKE WEALTH, LLC 5,725 6,357 10% 2021-03-31
WealthBridge Capital Management, LLC 5,706 6,322 10% 2021-03-31
Good Life Advisors, LLC 5,678 7,202 21% 2021-03-31
SCHMIDT P J INVESTMENT MANAGEMENT INC 5,647 5,647 No Change 2021-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 5,638 6,119 8% 2021-03-31
CenterStar Asset Management, LLC 4,700 206,100 98% 2021-03-31
LYELL WEALTH MANAGEMENT, LP 5,580 5,573 0% 2021-03-31
BRADLEY FOSTER & SARGENT INC/CT 5,560 5,560 No Change 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 5,545 5,545 No Change 2021-03-31
NVWM, LLC 5,527 5,577 1% 2021-03-31
Midwest Professional Planners, LTD. 5,500 8,260 33% 2021-03-31
Laurel Wealth Advisors LLC 5,499 5,299 4% 2021-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 5,496 5,680 3% 2021-03-31
FINANCIAL ADVISORY CORP /UT/ /ADV 5,495 5,504 0% 2021-03-31
M Holdings Securities, Inc. 5,487 0 New Buy 2021-03-31
MainStreet Investment Advisors LLC 5,483 5,516 1% 2021-03-31
Fernwood Investment Management, LLC 5,475 5,475 No Change 2021-03-31
OPTIMUM INVESTMENT ADVISORS 5,400 6,400 16% 2021-03-31
Dorsey & Whitney Trust CO LLC 5,300 5,300 No Change 2021-03-31
MONTICELLO WEALTH MANAGEMENT, LLC 5,264 0 New Buy 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,263 5,228 1% 2021-03-31
GREENLEAF TRUST 5,259 6,235 16% 2021-03-31
Eldridge Investment Advisors, Inc. 5,166 5,179 0% 2021-03-31
CPCM, LLC 5,160 5,194 1% 2021-03-31
Koss-Olinger Consulting, LLC 5,146 0 New Buy 2021-03-31
Ellis Investment Partners, LLC 5,108 8,373 39% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 5,107 5,103 0% 2021-03-31
Pictet North America Advisors SA 5,100 5,300 4% 2021-03-31
Biltmore Family Office, LLC 5,100 5,150 1% 2021-03-31
Strategic Blueprint, LLC 5,081 3,114 63% 2021-03-31
MCF Advisors LLC 5,067 5,064 0% 2021-03-31
Alley Co LLC 5,065 5,065 No Change 2021-03-31
Toroso Investments, LLC 5,001 4,957 1% 2021-03-31
UNITED BANK /VA/ 5,000 5,000 No Change 2021-03-31
SCHRODER INVESTMENT MANAGEMENT GROUP 5,000 5,000 No Change 2021-03-31
D. E. Shaw & Co., INC. (David E. Shaw) 5,000 0 New Buy 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 4,989 4,795 4% 2021-03-31
RMB Capital Management, LLC 4,959 11,557 57% 2021-03-31
ACCESS FINANCIAL SERVICES, INC. 4,926 5,026 2% 2021-03-31
Atlanta Capital Group 4,880 2,872 70% 2021-03-31
Ackerman Capital Advisors, LLC 4,807 4,807 No Change 2021-03-31
Doyle Wealth Management 4,799 5,098 6% 2021-03-31
CAPE COD FIVE CENTS SAVINGS BANK 4,784 6,752 29% 2021-03-31
MARCO INVESTMENT MANAGEMENT LLC 4,744 4,700 1% 2021-03-31
TELEMUS CAPITAL, LLC 4,715 4,865 3% 2021-03-31
BKD Wealth Advisors, LLC 4,700 3,000 57% 2021-03-31
Pathway Financial Advisors LLC 4,700 0 New Buy 2021-03-31
Icon Wealth Partners, LLC 4,693 0 New Buy 2021-03-31
JUNCTURE WEALTH STRATEGIES, LLC 4,690 5,938 21% 2021-03-31
RSM US WEALTH MANAGEMENT LLC 4,679 4,679 No Change 2021-03-31
GIRARD PARTNERS LTD. 4,670 7,135 35% 2021-03-31
HBK Sorce Advisory LLC 4,660 3,961 18% 2021-03-31
Ascent Wealth Partners, LLC 4,660 4,660 No Change 2021-03-31
MIZUHO SECURITIES USA INC. 4,659 0 New Buy 2021-03-31
180 WEALTH ADVISORS, LLC 4,652 4,779 3% 2021-03-31
Capital Bank & Trust Co 4,638 2,905 60% 2021-03-31
Edgestream Partners, L.P. 4,622 49,085 91% 2021-03-31
American Financial Advisors, LLC 4,622 4,609 0% 2021-03-31
Prime Capital Investment Advisors, LLC 4,602 4,543 1% 2021-03-31
Burns Wealth Management, Inc. 4,589 3,538 30% 2021-03-31
Charles Schwab Trust Co 4,565 3,962 15% 2021-03-31
Abbrea Capital, LLC 4,529 4,070 11% 2021-03-31
Eagle Ridge Investment Management 4,508 4,508 No Change 2021-03-31
Brown Advisory Securities, LLC 4,451 5,271 16% 2021-03-31
BRYN MAWR TRUST CO/PA 4,443 4,549 2% 2021-03-31
Orion Portfolio Solutions, LLC 4,427 169,962 97% 2021-03-31
Argent Trust Co 4,424 4,424 No Change 2021-03-31
Perennial Investment Advisors, LLC 4,347 4,596 5% 2021-03-31
Rossmore Private Capital 4,326 4,326 No Change 2021-03-31
BRIDGER CAPITAL MANAGEMENT, LLC 4,321 4,321 No Change 2021-03-31
Granger Management LLC 4,308 5,933 27% 2021-03-31
LS Investment Advisors, LLC 4,303 4,303 No Change 2021-03-31
Allianz Asset Management AG 4,300 0 New Buy 2021-03-31
BANK OF THE WEST 4,299 9,154 53% 2021-03-31
Stockman Asset Management 4,295 4,320 1% 2021-03-31
ADVISOR PARTNERS LLC 4,287 0 New Buy 2021-03-31
DRW Securities, LLC 4,265 0 New Buy 2021-03-31
Next Capital Management LLC 4,246 4,059 5% 2021-03-31
Maltin Wealth Management, Inc. 4,237 4,234 0% 2021-03-31
Menard Financial Group LLC 4,207 4,207 No Change 2021-03-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,200 8,400 50% 2021-03-31
Chevy Chase Trust Holdings, Inc. 4,189 6,575 36% 2021-03-31
Blue Fin Capital, Inc. 4,152 4,286 3% 2021-03-31
Atlas Private Wealth Advisors 4,110 4,202 2% 2021-03-31
Pinnacle Wealth Management Advisory Group, LLC 4,106 4,040 2% 2021-03-31
Charter Oak Capital Management, LLC 4,098 4,143 1% 2021-03-31
Samalin Investment Counsel, LLC 4,092 3,546 15% 2021-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,053 4,239 4% 2021-03-31
Bridgewater Advisors Inc. 4,048 0 New Buy 2021-03-31
Capital Investment Advisory Services, LLC 3,948 4,511 12% 2021-03-31
Axiom Investment Management LLC 3,944 0 New Buy 2021-03-31
Bellecapital International Ltd. 3,940 3,973 1% 2021-03-31
Center For Asset Management LLC 3,914 0 New Buy 2021-03-31
FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,850 3,850 No Change 2021-03-31
ELCO Management Co., LLC 3,843 4,043 5% 2021-03-31
Garde Capital, Inc. 3,814 3,814 No Change 2021-03-31
SpiderRock Advisors LLC 3,800 4,300 12% 2021-03-31
OVERBROOK MANAGEMENT CORP 3,777 3,777 No Change 2021-03-31
EVERETT HARRIS & CO /CA/ 3,750 3,750 No Change 2021-03-31
BDO Wealth Advisors, LLC 3,724 4,503 17% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 3,716 5,332 30% 2021-03-31
ZEKE CAPITAL ADVISORS, LLC 3,715 3,715 No Change 2021-03-31
Centennial Wealth Advisory LLC 3,710 0 New Buy 2021-03-31
Maryland Capital Management, LLC 3,676 3,676 No Change 2021-03-31
Carmichael Hill & Associates, Inc. 3,666 3,661 0% 2021-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 3,661 3,979 8% 2021-03-31
Aurora Private Wealth, Inc. 3,639 3,396 7% 2021-03-31
McKinley Carter Wealth Services, Inc. 3,589 0 New Buy 2021-03-31
CEDAR CAPITAL, LLC 3,588 3,993 10% 2021-03-31
Fieldpoint Private Securities, LLC 3,576 3,580 0% 2021-03-31
Covenant Multifamily Offices, LLC 3,572 3,309 8% 2021-03-31
L & S Advisors Inc 3,531 4,835 27% 2021-03-31
Kathmere Capital Management, LLC 3,531 3,457 2% 2021-03-31
360 Financial, Inc. 3,529 1,945 81% 2021-03-31
FIDUCIARY TRUST CO 3,516 3,516 No Change 2021-03-31
Financial Partners Group, Inc 3,511 3,544 1% 2021-03-31
Alpha Cubed Investments, LLC 3,510 3,831 8% 2021-03-31
Goelzer Investment Management, Inc. 3,509 3,752 6% 2021-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 3,506 3,306 6% 2021-03-31
New England Private Wealth Advisors LLC 3,495 3,490 0% 2021-03-31
EQ LLC 3,472 3,842 10% 2021-03-31
Bay Harbor Wealth Management, LLC 3,453 14 24,564% 2021-03-31
MAIRS & POWER INC 3,452 3,452 No Change 2021-03-31
Delta Investment Management, LLC 3,437 14,051 76% 2021-03-31
OSTERWEIS CAPITAL MANAGEMENT INC 3,421 3,421 No Change 2021-03-31
PETTYJOHN CO 3,419 2,544 34% 2021-03-31
Advisory Resource Group 3,419 3,128 9% 2021-03-31
Karp Capital Management Corp 3,401 3,665 7% 2021-03-31
ALTFEST L J & CO INC 3,391 2,654 28% 2021-03-31
Personal Wealth Partners 3,386 3,386 No Change 2021-03-31
OSBORNE PARTNERS CAPITAL MANAGEMENT 3,374 3,584 6% 2021-03-31
MCDONALD PARTNERS LLC 3,337 0 New Buy 2021-03-31
First Heartland Consultants, Inc. 3,336 3,721 10% 2021-03-31
Hubbell Strickland Wealth Management, LLC 3,324 3,321 0% 2021-03-31
Hanson McClain, Inc. 3,320 1,884 76% 2021-03-31
Dana Investment Advisors, Inc. 3,303 3,303 No Change 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,300 3,300 No Change 2021-03-31
CYPRESS CAPITAL MANAGEMENT LLC 3,278 3,278 No Change 2021-03-31
Continuum Advisory, LLC 3,201 0 New Buy 2021-03-31
HARVEY CAPITAL MANAGEMENT INC 3,250 2,750 18% 2021-03-31
ASPIRIANT, LLC 3,250 2,343 39% 2021-03-31
Northwest Bancshares, Inc. 3,234 4,378 26% 2021-03-31
JACKSON SQUARE CAPITAL, LLC 3,223 3,558 9% 2021-03-31
Quadrant Private Wealth Management, LLC 3,221 3,219 0% 2021-03-31
New Potomac Partners, LLC 3,216 3,081 4% 2021-03-31
Aspen Investment Management Inc 3,189 3,189 No Change 2021-03-31
Old North State Trust, LLC 3,189 3,339 4% 2021-03-31
NOVARE CAPITAL MANAGEMENT LLC 3,164 3,164 No Change 2021-03-31
First Command Financial Services, Inc. 3,153 1,233 156% 2021-03-31
Family Firm, Inc. 3,152 3,147 0% 2021-03-31
Cascadia Advisory Services, LLC 3,149 0 New Buy 2021-03-31
Regent Peak Wealth Advisors LLC 3,138 2,772 13% 2021-03-31
Advisors Capital Management, LLC 3,132 3,000 4% 2021-03-31
Aviance Capital Partners, LLC 3,110 3,410 9% 2021-03-31
QUADRANT CAPITAL GROUP LLC 3,085 2,668 16% 2021-03-31
Modera Wealth Management, LLC 3,084 3,412 10% 2021-03-31
McIlrath & Eck, LLC 3,068 3,068 No Change 2021-03-31
Lakeview Capital Partners, LLC 3,056 1,856 65% 2021-03-31
MASSMUTUAL TRUST CO FSB/ADV 3,044 3,077 1% 2021-03-31
Tacita Capital Inc 3,037 0 New Buy 2021-03-31
Hexagon Capital Partners LLC 3,016 3,130 4% 2021-03-31
Frisch Financial Group, Inc. 3,009 3,259 8% 2021-03-31
Flagship Private Wealth, LLC 3,006 0 New Buy 2021-03-31
FOUNDERS FINANCIAL SECURITIES LLC 3,003 1,838 63% 2021-03-31
Austin Private Wealth, LLC 3,000 3,000 No Change 2021-03-31
Cornell Pochily Investment Advisors, Inc. 2,981 2,856 4% 2021-03-31
Ariel Capital Advisors, LLC 2,979 3,992 25% 2021-03-31
Oxler Private Wealth LLC 2,975 2,975 No Change 2021-03-31
Carl P. Sherr & Co., LLC 2,950 2,950 No Change 2021-03-31
GPS Wealth Strategies Group, LLC 2,938 5,692 48% 2021-03-31
Independent Advisor Alliance 2,929 3,704 21% 2021-03-31
Fusion Capital, LLC 2,922 2,931 0% 2021-03-31
FIRST MANHATTAN CO 2,904 0 New Buy 2021-03-31
Watch Point Trust Co 2,900 3,200 9% 2021-03-31
Cottage Street Advisors LLC 2,900 0 New Buy 2021-03-31
CYPRESS ASSET MANAGEMENT INC/TX 2,899 2,899 No Change 2021-03-31
Iwamoto, Kong & Co., Inc. 2,897 3,135 8% 2021-03-31
StrongBox Wealth, LLC 2,872 3,255 12% 2021-03-31
Fragasso Group Inc. 2,859 2,500 14% 2021-03-31
S. R. Schill & Associates 2,842 2,622 8% 2021-03-31
Cohen Klingenstein, LLC 2,818 0 New Buy 2021-03-31
Capital Asset Advisory Services LLC 2,809 2,835 1% 2021-03-31
BTR CAPITAL MANAGEMENT INC 2,800 2,800 No Change 2021-03-31
Marshall Wace LLP 100 0 New Buy 2021-03-31
CLS INVESTMENT FIRM, LLC 2,779 5,560 50% 2021-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 2,770 2,692 3% 2021-03-31
Asset Planning Services, Ltd. 2,747 2,742 0% 2021-03-31
Flaharty Asset Management, LLC 2,747 2,746 0% 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 2,730 2,730 No Change 2021-03-31
Fullerton Fund Management Co Ltd 2,730 2,730 No Change 2021-03-31
Altavista Wealth Management, Inc. 2,700 2,700 No Change 2021-03-31
Goepper Burkhardt LLC 2,695 2,645 2% 2021-03-31
Alaethes Wealth LLC 2,685 0 New Buy 2021-03-31
Aries Wealth Management 2,677 2,482 8% 2021-03-31
Mayflower Financial Advisors, LLC 2,446 0 New Buy 2021-03-31
EWG Elevate Inc. 2,651 4,375 39% 2021-03-31
Reilly Herbert Faulkner III 2,645 2,500 6% 2021-03-31
DAL Investment CO 2,628 58,091 95% 2021-03-31
Marshall Financial Group LLC 2,619 0 New Buy 2021-03-31
ASSET MANAGEMENT CORP /IL/ /ADV 2,602 2,602 No Change 2021-03-31
MONETARY MANAGEMENT GROUP INC 2,600 2,600 No Change 2021-03-31
Diversified, LLC 2,587 2,577 0% 2021-03-31
NWAM LLC 2,542 2,518 1% 2021-03-31
Advisor OS, LLC 2,535 0 New Buy 2021-03-31
COZAD ASSET MANAGEMENT INC 2,518 2,418 4% 2021-03-31
Autus Asset Management, LLC 2,510 2,486 1% 2021-03-31
Brick & Kyle, Associates 2,500 2,465 1% 2021-03-31
Bard Financial Services, Inc. 2,500 2,500 No Change 2021-03-31
Oldfather Financial Services, LLC 2,492 0 New Buy 2021-03-31
GILL CAPITAL PARTNERS, LLC 2,483 2,521 2% 2021-03-31
Indiana Trust & Investment Management CO 2,480 2,275 9% 2021-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 2,480 2,265 9% 2021-03-31
MADISON WEALTH MANAGEMENT 2,474 2,474 No Change 2021-03-31
Insight Advisors, LLC/ PA 2,469 2,533 3% 2021-03-31
Paradigm Financial Partners, LLC 2,455 3,261 25% 2021-03-31
BADGLEY PHELPS & BELL INC 1,672 1,797 7% 2021-03-31
BBR PARTNERS, LLC 2,452 2,452 No Change 2021-03-31
EDMOND DE ROTHSCHILD HOLDING S.A. 202 120 68% 2021-03-31
Diligent Investors, LLC 2,430 2,430 No Change 2021-03-31
Sandbox Financial Partners, LLC 2,428 2,834 14% 2021-03-31
Klingman & Associates, LLC 2,425 2,425 No Change 2021-03-31
Campbell Wealth Management 2,416 2,029 19% 2021-03-31
Princeton Global Asset Management LLC 2,401 3,392 29% 2021-03-31
CRA Financial Services, LLC 2,387 3,075 22% 2021-03-31
CWA Asset Management Group, LLC 2,357 3,482 32% 2021-03-31
Beirne Wealth Consulting Services, LLC 2,350 4,265 45% 2021-03-31
Parsec Financial Management, Inc. 2,341 0 New Buy 2021-03-31
Drexel Morgan & Co. 2,335 2,335 No Change 2021-03-31
Hanson Investment Management 2,330 2,330 No Change 2021-03-31
Bragg Financial Advisors, Inc 2,322 2,033 14% 2021-03-31
Mine & Arao Wealth Creation & Management, LLC. 2,300 2,058 12% 2021-03-31
CAMDEN NATIONAL CORP 2,299 0 New Buy 2021-03-31
Full Sail Capital, LLC 2,296 2,296 No Change 2021-03-31
Nikulski Financial, Inc. 2,286 2,609 12% 2021-03-31
Capstone Triton Financial Group, LLC 2,278 2,239 2% 2021-03-31
Sontag Advisory, LLC 2,272 0 New Buy 2021-03-31
Relyea Zuckerberg Hanson LLC 2,261 2,506 10% 2021-03-31
JMG Financial Group, Ltd. 2,201 2,173 1% 2021-03-31
Blankinship & Foster, LLC 2,173 2,173 No Change 2021-03-31
FinTrust Capital Advisors, LLC 2,173 0 New Buy 2021-03-31
BROWN BROTHERS HARRIMAN & CO 2,161 1,431 51% 2021-03-31
QUANTLAB CAPITAL MANAGEMENT LTD 2,145 0 New Buy 2021-03-31
Cedar Brook Financial Partners, LLC 2,139 2,537 16% 2021-03-31
DAVIS R M INC 2,131 2,251 5% 2021-03-31
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2,130 0 New Buy 2021-03-31
A. D. Beadell Investment Counsel, Inc. 2,100 2,100 No Change 2021-03-31
Fountainhead AM, LLC 2,100 1,644 28% 2021-03-31
Alpine Partners VI, LLC 2,081 10,534 80% 2021-03-31
Integrated Investment Consultants, LLC 2,075 0 New Buy 2021-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 2,055 0 New Buy 2021-03-31
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 2,045 0 New Buy 2021-03-31
CVA Family Office, LLC 2,010 0 New Buy 2021-03-31
West Branch Capital LLC 2,007 1,777 13% 2021-03-31
PARTHENON LLC 2,000 4,516 56% 2021-03-31
Kerrisdale Advisers, LLC 2,000 2,000 No Change 2021-03-31
Guidance Point Advisors, LLC 1,986 1,982 0% 2021-03-31
Interchange Capital Partners, LLC 1,977 1,152 72% 2021-03-31
Clear Perspective Advisors, LLC 1,943 1,943 No Change 2021-03-31
LATHROP INVESTMENT MANAGEMENT CORP 1,936 2,199 12% 2021-03-31
Hillstrust 1,933 1,308 48% 2021-03-31
NorthRock Partners, LLC 1,919 1,917 0% 2021-03-31
Kendall Capital Management 1,913 1,913 No Change 2021-03-31
Nadler Financial Group, Inc. 1,906 1,906 No Change 2021-03-31
Crossvault Capital Management LLC 1,895 1,870 1% 2021-03-31
Savant Capital Management Inc 1,892 1,875 1% 2021-03-31
Eqis Capital Management, Inc. 1,888 16,373 88% 2021-03-31
Morris Retirement Advisors, LLC 1,878 2,570 27% 2021-03-31
Carlson Capital Management 1,867 0 New Buy 2021-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,848 1,911 3% 2021-03-31
FOSTER & MOTLEY INC 1,847 1,847 No Change 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 1,820 1,820 No Change 2021-03-31
Private Capital Advisors, Inc. 1,810 1,810 No Change 2021-03-31
GSA CAPITAL PARTNERS LLP 1,801 3,415 47% 2021-03-31
Paulson Wealth Management Inc. 1,772 1,772 No Change 2021-03-31
AMERICAN NATIONAL BANK 1,768 1,835 4% 2021-03-31
Annex Advisory Services, LLC 1,760 1,834 4% 2021-03-31
Curtis Advisory Group, LLC 1,753 1,753 No Change 2021-03-31
PETERSEN FLYNN & DINSMORE INC 1,727 1,727 No Change 2021-03-31
BECK MACK & OLIVER LLC 1,725 1,825 5% 2021-03-31
JBJ Investment Partners, LLC 1,725 1,975 13% 2021-03-31
BTIM Corp. 1,715 1,715 No Change 2021-03-31
Broadleaf Partners, LLC 1,713 1,713 No Change 2021-03-31
Archer Investment Corp 1,706 1,706 No Change 2021-03-31
PRICE T ROWE ASSOCIATES INC /MD/ 1,700 1,700 No Change 2021-03-31
Gradient Investments LLC 1,695 2,078 18% 2021-03-31
Stonebridge Capital Advisors LLC 1,692 1,692 No Change 2021-03-31
Act Two Investors LLC 1,677 1,677 No Change 2021-03-31
JGP Wealth Management, LLC 1,668 0 New Buy 2021-03-31
Almanack Investment Partners, LLC. 1,661 1,660 0% 2021-03-31
Iowa State Bank 1,655 2,108 21% 2021-03-31
MIRSKY FINANCIAL MANAGEMENT CORP. 1,646 0 New Buy 2021-03-31
PROFFITT & GOODSON INC 1,643 1,643 No Change 2021-03-31
NORTHSTAR ASSET MANAGEMENT LLC 1,640 1,640 No Change 2021-03-31
HOME FEDERAL BANK OF TENNESSEE 1,635 1,635 No Change 2021-03-31
Bowling Portfolio Management LLC 1,634 1,800 9% 2021-03-31
Kelman-Lazarov, Inc. 1,625 1,625 No Change 2021-03-31
Capital Square, LLC 1,617 0 New Buy 2021-03-31
Milestone Group, Inc. 1,613 1,613 No Change 2021-03-31
Bedell Investment Counselling 1,607 0 New Buy 2021-03-31
DERBY & COMPANY, INC 1,600 0 New Buy 2021-03-31
Retirement Group, LLC 1,591 1,589 0% 2021-03-31
DFPG INVESTMENTS, INC. 1,555 1,555 No Change 2021-03-31
ASSET PLANNING SERVICES INC /LA/ /ADV 1,550 2,550 39% 2021-03-31
Zions Bancorporation, N.A. 1,536 739 108% 2021-03-31
RMR Wealth Builders 1,531 0 New Buy 2021-03-31
Aldebaran Financial Inc. 1,527 0 New Buy 2021-03-31
Vectors Research Management, LLC 1,516 1,912 21% 2021-03-31
Jacobi Capital Management LLC 1,509 1,563 3% 2021-03-31
Berman Capital Advisors, LLC 1,469 1,469 No Change 2021-03-31
Altus Wealth Group LLC 1,453 1,433 1% 2021-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,422 1,422 No Change 2021-03-31
Hoese & Co LLP 1,411 1,411 No Change 2021-03-31
Hartland & Co., LLC 1,363 2,098 35% 2021-03-31
Tower Research Capital LLC 0 48,795 Sold Out 2021-03-31
Private Ocean, LLC 1,323 1,323 No Change 2021-03-31
BENJAMIN EDWARDS INC 1,300 1,264 3% 2021-03-31
Founders Financial Alliance, LLC 18 13 38% 2021-03-31
Front Row Advisors LLC 1,244 1,244 No Change 2021-03-31
Cordasco Financial Network 1,210 1,142 6% 2021-03-31
VESTOR CAPITAL CORP 1,180 1,180 No Change 2021-03-31
Horrell Capital Management, Inc. 1,169 545 114% 2021-03-31
Global Wealth Management Investment Advisory, Inc. 1,150 1,175 2% 2021-03-31
Financial Enhancement Group LLC 1,125 1,125 No Change 2021-03-31
Aptus Capital Advisors, LLC 1,079 943 14% 2021-03-31
Bedel Financial Consulting, Inc. 1,076 1,270 15% 2021-03-31
Bradley & Co. Private Wealth Management, LLC 1,063 0 New Buy 2021-03-31
Glassman Wealth Services 1,040 1,739 40% 2021-03-31
GABLES CAPITAL MANAGEMENT INC. 1,040 640 63% 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 1,033 180 474% 2021-03-31
USA Financial Portformulas Corp 1,026 1,357 24% 2021-03-31
Kistler-Tiffany Companies, LLC 1,025 1,025 No Change 2021-03-31
HM PAYSON & CO 1,018 1,068 5% 2021-03-31
Covington Capital Management 1,000 1,000 No Change 2021-03-31
Knuff & Co LLC 1,000 1,000 No Change 2021-03-31
Rosenberg Matthew Hamilton 999 0 New Buy 2021-03-31
BABSON CAPITAL MANAGEMENT LLC 971 971 No Change 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 960 940 2% 2021-03-31
Millburn Ridgefield Corp 933 0 New Buy 2021-03-31
Wagner Wealth Management, LLC 931 975 5% 2021-03-31
Johnson Financial Group, Inc. 906 1,241 27% 2021-03-31
Meridian Wealth Partners, LLC 903 903 No Change 2021-03-31
Edge Wealth Management LLC 878 677 30% 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 868 161 439% 2021-03-31
Goodman & Company, Investment Counsel Ltd. 864 13,028 93% 2021-03-31
Baystate Wealth Management LLC 843 841 0% 2021-03-31
Private Capital Group, LLC 835 1,494 44% 2021-03-31
Gemmer Asset Management LLC 820 257 219% 2021-03-31
Balentine LLC 769 484 59% 2021-03-31
Parkside Financial Bank & Trust 750 750 No Change 2021-03-31
FormulaFolio Investments, LLC 735 22,487 97% 2021-03-31
LIBERTY WEALTH MANAGEMENT LLC 735 735 No Change 2021-03-31
Stewardship Financial Advisors, LLC 717 767 7% 2021-03-31
Perennial Advisors, LLC 716 716 No Change 2021-03-31
MBM Wealth Consultants, LLC 702 702 No Change 2021-03-31
HOWE & RUSLING INC 700 700 No Change 2021-03-31
Alpha DNA Investment Management LLC 700 1,116 37% 2021-03-31
PIN OAK INVESTMENT ADVISORS INC 698 698 No Change 2021-03-31
AllSquare Wealth Management LLC 696 628 11% 2021-03-31
Banque Cantonale Vaudoise 680 680 No Change 2021-03-31
Efficient Wealth Management LLC 651 751 13% 2021-03-31
BerganKDV Wealth Management, LLC 650 650 No Change 2021-03-31
Eudaimonia Partners, LLC 643 713 10% 2021-03-31
BELLEVUE ASSET MANAGEMENT, LLC 620 620 No Change 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 613 773 21% 2021-03-31
Rock Creek Group, LP 606 0 New Buy 2021-03-31
Focused Wealth Management, Inc 604 195 210% 2021-03-31
Jackson Hole Capital Partners, LLC 542 385 41% 2021-03-31
Providence Capital Advisors, LLC 532 539 1% 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 529 1,017 48% 2021-03-31
Brand Asset Management Group, Inc. 505 505 No Change 2021-03-31
Sageworth Trust Co 500 500 No Change 2021-03-31
Lindbrook Capital, LLC 500 500 No Change 2021-03-31
Dougherty Wealth Advisers LLC 500 500 No Change 2021-03-31
Botty Investors LLC 465 465 No Change 2021-03-31
LAZARD ASSET MANAGEMENT LLC 458 458 No Change 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 437 1,059 59% 2021-03-31
Graves-Light Private Wealth Management, Inc. 429 0 New Buy 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 418 290 44% 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 404 0 New Buy 2021-03-31
BALLAST ADVISORS LLC 402 402 No Change 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 400 400 No Change 2021-03-31
Financial Avengers, Inc. 397 101 293% 2021-03-31
MOTCO 396 435 9% 2021-03-31
Advisors Preferred, LLC 371 80,590 100% 2021-03-31
Atlas Private Wealth Management 366 366 No Change 2021-03-31
Advanced Asset Management Advisors Inc 362 362 No Change 2021-03-31
Key FInancial Inc 361 361 No Change 2021-03-31
Core Wealth Advisors, Inc. 327 327 No Change 2021-03-31
Hartford Financial Management Inc. 325 200 63% 2021-03-31
Rockbridge Investment Management, LCC 318 610 48% 2021-03-31
Sonora Investment Management, LLC 313 313 No Change 2021-03-31
AlphaCore Capital LLC 292 362 19% 2021-03-31
Pacific Center for Financial Services 290 290 No Change 2021-03-31
Capital Advisors, Ltd. LLC 289 289 No Change 2021-03-31
Sage Financial Management Group, Inc. 284 0 New Buy 2021-03-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 280 280 No Change 2021-03-31
HARBOUR INVESTMENTS, INC. 278 0 New Buy 2021-03-31
DELTA ASSET MANAGEMENT LLC/TN 276 100 176% 2021-03-31
Summit Investment Advisors, Inc. 261 271 4% 2021-03-31
Eukles Asset Management 247 247 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 244 244 No Change 2021-03-31
Ambassador Advisors, LLC 243 163 49% 2021-03-31
DB Wealth Management Group, LLC 243 243 No Change 2021-03-31
Hudock Moyer Wealth Resources, LLC 235 235 No Change 2021-03-31
SkyView Investment Advisors, LLC 222 0 New Buy 2021-03-31
Lloyd Advisory Services, LLC. 218 218 No Change 2021-03-31
Rice Partnership, LLC 205 205 No Change 2021-03-31
Estate Counselors, LLC 190 33,450 99% 2021-03-31
Piscataqua Savings Bank 178 0 New Buy 2021-03-31
Financial Advantage, Inc. 166 0 New Buy 2021-03-31
Barnett & Company, Inc. 161 761 79% 2021-03-31
BALDWIN BROTHERS INC/MA 131 0 New Buy 2021-03-31
Capital Investment Counsel, Inc 125 125 No Change 2021-03-31
First PREMIER Bank 119 119 No Change 2021-03-31
Asset Dedication, LLC 114 727 84% 2021-03-31
JNBA Financial Advisors 100 0 New Buy 2021-03-31
Blume Capital Management, Inc. 100 150 33% 2021-03-31
Clearview Wealth Advisors LLC 100 100 No Change 2021-03-31
Larson Financial Group LLC 96 96 No Change 2021-03-31
HC FINANCIAL ADVISORS INC 95 95 No Change 2021-03-31
Gleason Group, Inc. 94 94 No Change 2021-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 85 0 New Buy 2021-03-31
Center for Financial Planning, Inc. 75 75 No Change 2021-03-31
OXFORD FINANCIAL GROUP LTD 68 68 No Change 2021-03-31
Concannon Wealth Management, LLC 63 0 New Buy 2021-03-31
GODSEY & GIBB ASSOCIATES 62 0 New Buy 2021-03-31
Cedar Mountain Advisors, LLC 53 53 No Change 2021-03-31
CNB Bank 52 574 91% 2021-03-31
Lowe fs, LLC 46 46 No Change 2021-03-31
Ironwood Wealth Management, llc 45 45 No Change 2021-03-31
Summit Wealth Group, LLC 40 0 New Buy 2021-03-31
ISLAY CAPITAL MANAGEMENT, LLC 38 0 New Buy 2021-03-31
Horan Securities, Inc. 36 36 No Change 2021-03-31
Investors Research Corp 35 35 No Change 2021-03-31
HANSEATIC MANAGEMENT SERVICES INC 27 43 37% 2021-03-31
Grandview Asset Management LLC 25 0 New Buy 2021-03-31
Crewe Advisors LLC 21 0 New Buy 2021-03-31
JJJ Advisors Inc. 20 20 No Change 2021-03-31
Accel Wealth Management 14 14 No Change 2021-03-31
Annapolis Financial Services, LLC 2 0 New Buy 2021-03-31
Renaissance Technologies(Jim Simons) 0 2,100 Sold Out 2021-03-31
PMFM Inc. 0 255,887 Sold Out 2021-03-31
TOMPKINS FINANCIAL CORP 0 12,278 Sold Out 2021-03-31
PRUDENTIAL CORP PLC 0 37,200 Sold Out 2021-03-31
Palisade Asset Management, LLC 0 4,361 Sold Out 2021-03-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 0 23,308 Sold Out 2021-03-31
AVALON ADVISORS L P 0 14,269 Sold Out 2021-03-31
GW HENSSLER & ASSOCIATES LTD 0 1,703 Sold Out 2021-03-31
Cornerstone Investment Partners, LLC 0 2,228 Sold Out 2021-03-31
Financial Engines Advisors L.L.C. 0 1,804 Sold Out 2021-03-31
FIRST NATIONAL BANK OF OMAHA 0 1,977 Sold Out 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 0 10,128 Sold Out 2021-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 0 9,567 Sold Out 2021-03-31
WEXFORD CAPITAL LLC 0 62,965 Sold Out 2021-03-31
ARISTEIA CAPITAL LLC 0 119,800 Sold Out 2021-03-31
NIPPON LIFE INSURANCE CO 0 1,603,889 Sold Out 2021-03-31
MCMILLION CAPITAL MANAGEMENT INC 0 823 Sold Out 2021-03-31
APPLETON GROUP WEALTH MANAGEMENT LLC 0 2,072 Sold Out 2021-03-31
AFFINITY WEALTH MANAGEMENT 0 143,107 Sold Out 2021-03-31
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 0 33,072 Sold Out 2021-03-31
Baskin Financial Services Inc. 0 2,995 Sold Out 2021-03-31
Clean Yield Group 0 677 Sold Out 2021-03-31
Selkirk Management LLC 0 100,000 Sold Out 2021-03-31
Financial Management Professionals, Inc. 0 17,481 Sold Out 2021-03-31
Kepos Capital LP 0 34,469 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 6,983 Sold Out 2021-03-31
Friedenthal Financial 0 47,328 Sold Out 2021-03-31
Compagnie Lombard, Odier SCA 0 500 Sold Out 2021-03-31
Burt Wealth Advisors 0 1,200 Sold Out 2021-03-31
Capital Planning Advisors, LLC 0 2,105 Sold Out 2021-03-31
Jackson Wealth Management, LLC 0 18,554 Sold Out 2021-03-31
HRT FINANCIAL LLC 0 6,969 Sold Out 2021-03-31
TWO SIGMA SECURITIES, LLC 0 9,062 Sold Out 2021-03-31
BOOTHBAY FUND MANAGEMENT, LLC 0 22,855 Sold Out 2021-03-31
SIMPLEX TRADING, LLC 0 949 Sold Out 2021-03-31
Dynamic Technology Lab Private Ltd 0 5,804 Sold Out 2021-03-31
FORT PITT CAPITAL GROUP, LLC 0 861 Sold Out 2021-03-31
Migdal Insurance & Financial Holdings Ltd. 0 266,300 Sold Out 2021-03-31
Kalos Management, Inc. 0 5,406 Sold Out 2021-03-31
HMS Capital Management, LLC 0 6,300 Sold Out 2021-03-31
Connecticut Wealth Management, LLC 0 6,958 Sold Out 2021-03-31
Florin Court Capital LLP 0 202,700 Sold Out 2021-03-31
California Capital Advisors, Inc. 0 7,921 Sold Out 2021-03-31
HCR Wealth Advisors 0 435 Sold Out 2021-03-31
Atlantic Trust, LLC 0 1,000 Sold Out 2021-03-31
Geneva Partners, LLC 0 1,658 Sold Out 2021-03-31
Lee Financial Group Hawaii, Inc. 0 8,660 Sold Out 2021-03-31
Columbus Macro, LLC 0 5,746 Sold Out 2021-03-31
Cypress Wealth Services, LLC 0 1,918 Sold Out 2021-03-31
Centiva Capital, LP 0 20,300 Sold Out 2021-03-31
Pinnacle Wealth Planning Services, Inc. 0 318 Sold Out 2021-03-31
Merit Financial Group, LLC 0 22,175 Sold Out 2021-03-31
Q3 Asset Management 0 23,925 Sold Out 2021-03-31
Qube Research & Technologies Ltd 0 290,967 Sold Out 2021-03-31
Greenline Partners, LLC 0 1,737 Sold Out 2021-03-31
EQUITABLE TRUST CO 0 4,420 Sold Out 2021-03-31
Cooper Financial Group 0 13,484 Sold Out 2021-03-31
VisionPoint Advisory Group, LLC 0 6,228 Sold Out 2021-03-31
Bernardo Wealth Planning LLC 0 21,580 Sold Out 2021-03-31
DAGCO, INC. 0 4,068 Sold Out 2021-03-31
FORTEM FINANCIAL GROUP, LLC 0 260 Sold Out 2021-03-31
Davide Leone & Partners Investment Co Ltd. 0 1,351,500 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 1,603 Sold Out 2021-03-31
COWEN AND COMPANY, LLC 0 17,795 Sold Out 2021-03-31
MOULTON WEALTH MANAGEMENT, INC 0 37,603 Sold Out 2021-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0 300,000 Sold Out 2021-03-31
Pinz Capital Management, LP 0 32,500 Sold Out 2021-03-31
Danda Trouve Investment Management, Inc. 0 25 Sold Out 2021-03-31
Soundwatch Capital LLC 0 1,731 Sold Out 2021-03-31
Planned Solutions, Inc. 0 722 Sold Out 2021-03-31
Ergoteles LLC 0 31,389 Sold Out 2021-03-31
CLAUDIA M.P. BATLLE, CRP (R) LLC 0 21 Sold Out 2021-03-31
GoalVest Advisory LLC 0 94 Sold Out 2021-03-31
McCarthy Asset Management, Inc. 0 1 Sold Out 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 0 1,741 Sold Out 2021-03-31
Accretive Wealth Partners, LLC 0 23,756 Sold Out 2021-03-31
Inspire Advisors, LLC 0 427 Sold Out 2021-03-31
Ciovacco Capital Management LLC 0 10,274 Sold Out 2021-03-31
Clarus Group, Inc. 0 2,215 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 9,445 Sold Out 2021-03-31
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