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STOCK TICKER:
CONSUMER STAP SPDR   (ticker: XLP)
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
Salomon & Ludwin, LLC 158,667 165,985 4% 2020-03-31
Trust Co 80,194 65,095 23% 2020-03-31
Deane Retirement Strategies, Inc. 63,798 0 New Buy 2020-03-31
Foundations Investment Advisors, LLC 57,800 52,686 10% 2020-03-31
Marquette Asset Management Inc. 23,800 23,800 No Change 2020-03-31
FULTON BANK, N.A. 19,359 19,308 0% 2020-03-31
Adviser Investments LLC 18,351 21,517 15% 2020-03-31
Clarus Wealth Advisors 14,982 0 New Buy 2020-03-31
Boltwood Capital Management 14,868 14,808 0% 2020-03-31
CHEMUNG CANAL TRUST CO 11,410 8,896 28% 2020-03-31
CHICAGO TRUST Co NA 7,497 7,532 0% 2020-03-31
TSFG, LLC 3,858 3,110 24% 2020-03-31
Archer Investment Corp 1,146 0 New Buy 2020-03-31
HC FINANCIAL ADVISORS INC 494 0 New Buy 2020-03-31
Lenox Wealth Advisors, Inc. 343 0 New Buy 2020-03-31
Global Trust Asset Management, LLC 156 156 No Change 2020-03-31
Sound Income Strategies, LLC 154 0 New Buy 2020-03-31
Gradient Investments LLC 114 173 34% 2020-03-31
LifePlan Financial Group, Inc 55 55 No Change 2020-03-31
Enterprise Trust & Investment Co 32 32 No Change 2020-03-31
M&R CAPITAL MANAGEMENT INC 30 30 No Change 2020-03-31
BURNS J W & CO INC/NY 0 3,595 Sold Out 2020-03-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 0 66,346 Sold Out 2020-03-31
Advocacy Wealth Management Services, LLC 0 198 Sold Out 2020-03-31
Stillwater Investment Management, LLC 0 3,379 Sold Out 2020-03-31
Fulcrum Equity Management 0 13,300 Sold Out 2020-03-31
PRUDENT INVESTORS NETWORK 0 6,031 Sold Out 2020-03-31
BANK OF AMERICA CORP /DE/ 40,192,438 40,582,644 1% 2019-12-31
BARCLAYS PLC 2 183,396 100% 2019-12-31
UBS Group AG 0 685,000 Sold Out 2019-12-31
MORGAN STANLEY 6,966,084 8,110,770 14% 2019-12-31
GOLDMAN SACHS GROUP INC 200,972 144,000 40% 2019-12-31
WELLS FARGO & CO/MN 5,422,340 5,510,298 2% 2019-12-31
Susquehanna International Group, LLP 4,995,732 3,602,189 39% 2019-12-31
CITIGROUP INC 4,684,502 7,043,028 33% 2019-12-31
AMERIPRISE FINANCIAL INC 4,584,631 4,347,130 5% 2019-12-31
BANK OF MONTREAL /CAN/ 4,489,007 504,551 790% 2019-12-31
J P MORGAN CHASE & CO 3,966,598 3,262,881 22% 2019-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 100,000 0 New Buy 2019-12-31
Swan Wealth Advisors, Inc. 3,192,404 3,738,709 15% 2019-12-31
ROYAL BANK OF CANADA 3,151,322 0 New Buy 2019-12-31
Janney Montgomery Scott LLC 2,783,658 2,736,552 2% 2019-12-31
Richard Bernstein Advisors LLC 2,040,548 2,054,861 1% 2019-12-31
CREDIT SUISSE/ 1,983,970 2,180,487 9% 2019-12-31
BB&T CORP 1,962,436 0 New Buy 2019-12-31
MILLENNIUM MANAGEMENT LLC 156,491 160,057 2% 2019-12-31
LPL Financial CORP 1,861,420 1,269,024 47% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 1,736,141 1,753,325 1% 2019-12-31
Amerivest Investment Management LLC 1,703,694 1,626,459 5% 2019-12-31
National Mutual Insurance Federation of Agricultural Cooperatives 1,639,000 1,639,000 No Change 2019-12-31
Charles Schwab Investment Advisory, Inc. 1,538,671 1,597,901 4% 2019-12-31
BTG Pactual Global Asset Management Ltd 1,440,000 0 New Buy 2019-12-31
RAYMOND JAMES & ASSOCIATES 1,375,600 1,244,040 11% 2019-12-31
Harel Insurance Investments & Financial Services Ltd. 1,330,562 1,326,210 0% 2019-12-31
TWO SIGMA INVESTMENTS LLC 1,244,005 1,773,053 30% 2019-12-31
WestEnd Advisors, LLC 1,105,483 1,025,833 8% 2019-12-31
NIPPON LIFE INSURANCE CO 1,097,100 1,097,100 No Change 2019-12-31
CIBC WORLD MARKETS CORP 992,000 0 New Buy 2019-12-31
Kepos Capital LP 974,563 720,565 35% 2019-12-31
TWO SIGMA ADVISERS, LLC 940,200 2,488,700 62% 2019-12-31
CHURCHILL MANAGEMENT GROUP /CA/ 768,871 2,166,952 65% 2019-12-31
Raymond James Financial Services Advisors, Inc. 738,568 762,942 3% 2019-12-31
CAPITAL FUND MANAGEMENT S.A. 683,399 708,556 4% 2019-12-31
NATIXIS 664,513 660,217 1% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 652,404 746,290 13% 2019-12-31
Conservest Capital Advisors, Inc. 619,808 588,243 5% 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 593,820 536,638 11% 2019-12-31
RiverFront Investment Group, LLC 577,970 588,517 2% 2019-12-31
AGF FUNDS INC 569,687 450,931 26% 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 561,160 498,320 13% 2019-12-31
MEITAV DASH INVESTMENTS LTD 541,994 1,199,021 55% 2019-12-31
Pinnacle Advisory Group, Inc. 514,382 1,188,463 57% 2019-12-31
SFMG, LLC 510,092 535,797 5% 2019-12-31
BANK OF NOVA SCOTIA / 506,331 1,759,717 71% 2019-12-31
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 292,936 623,771 53% 2019-12-31
Mirae Asset Global Investments Co., Ltd. 422,840 991,640 57% 2019-12-31
SUNRISE PARTNERS LLC /CT 421,592 113,905 270% 2019-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14,890 17,260 14% 2019-12-31
US BANCORP DE 388,507 390,948 1% 2019-12-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 376,800 415,000 9% 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 376,294 305,904 23% 2019-12-31
KCM INVESTMENT ADVISORS LLC 369,085 388,572 5% 2019-12-31
HighTower Advisors, LLC 318,395 306,218 4% 2019-12-31
TWO SIGMA SECURITIES, LLC 317,500 485,211 35% 2019-12-31
STIFEL FINANCIAL CORP 700 768 9% 2019-12-31
GM Advisory Group, Inc. 311,111 365,581 15% 2019-12-31
Wechter Feldman Wealth Management, Inc. 310,867 311,723 0% 2019-12-31
SWARTHMORE GROUP INC 308,675 325,725 5% 2019-12-31
Psagot Investment House Ltd. 299,919 314,563 5% 2019-12-31
OLD NATIONAL BANCORP /IN/ 293,026 307,858 5% 2019-12-31
WOLVERINE TRADING, LLC 290,045 360,119 19% 2019-12-31
Lido Advisors, LLC 274,999 66,395 314% 2019-12-31
Florin Court Capital LLP 270,200 189,600 43% 2019-12-31
MML INVESTORS SERVICES, LLC 262,493 239,046 10% 2019-12-31
Capital Advantage, Inc. 257,667 249,367 3% 2019-12-31
BALYASNY ASSET MANAGEMENT LLC 250,000 0 New Buy 2019-12-31
HOLLENCREST SECURITIES LLC 247,114 238,747 4% 2019-12-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 246,585 101,351 143% 2019-12-31
ALPS ADVISERS INC 241,273 245,748 2% 2019-12-31
Miura Global Management, LLC 240,000 400,000 40% 2019-12-31
JJJ Advisors Inc. 231,016 227,234 2% 2019-12-31
DUALITY ADVISERS, LP 230,377 0 New Buy 2019-12-31
SPINNAKER TRUST 230,065 264,569 13% 2019-12-31
Advisor Group, Inc. 211,547 212,599 0% 2019-12-31
Carnick & Kubik Group, LLC 210,394 210,910 0% 2019-12-31
MT LUCAS MANAGEMENT CORP 205,099 208,627 2% 2019-12-31
Squarepoint Ops LLC 205,031 522,920 61% 2019-12-31
Private Advisor Group, LLC 204,283 182,596 12% 2019-12-31
Evolution Wealth Advisors, LLC 200,938 0 New Buy 2019-12-31
United Asset Strategies, Inc. 191,154 202,321 6% 2019-12-31
RT Capital Management, LLC 188,015 189,005 1% 2019-12-31
CHARTER TRUST CO 182,887 189,257 3% 2019-12-31
VIRIDIAN RIA, LLC 178,537 172,426 4% 2019-12-31
SG Americas Securities, LLC 174,810 138,958 26% 2019-12-31
Twin Tree Management, LP 173,100 179,700 4% 2019-12-31
DOW CHEMICAL CO /DE/ 167,851 255,151 34% 2019-12-31
Migdal Insurance & Financial Holdings Ltd. 167,440 1,088,205 85% 2019-12-31
Renaissance Technologies(Jim Simons) 167,400 228,000 27% 2019-12-31
Virtu Financial LLC 43,812 66,873 34% 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 157,858 46,918 236% 2019-12-31
Hanlon Investment Management, Inc. 156,510 160,679 3% 2019-12-31
NOVARE CAPITAL MANAGEMENT LLC 156,061 0 New Buy 2019-12-31
Sage Advisory Services, Ltd.Co. 150,999 312,285 52% 2019-12-31
Oakworth Capital, Inc. 150,072 147,405 2% 2019-12-31
Chicago Wealth Management, Inc. 147,712 0 New Buy 2019-12-31
Private Wealth Group, LLC 146,255 147,864 1% 2019-12-31
New England Investment & Retirement Group, Inc. 144,572 141,998 2% 2019-12-31
Western Wealth Management, LLC 140,696 11,294 1,146% 2019-12-31
NORTHERN TRUST CORP 139,756 139,792 0% 2019-12-31
Polar Securities Inc. 138,201 0 New Buy 2019-12-31
Biltmore Wealth Management, LLC 137,548 140,504 2% 2019-12-31
SEARCY FINANCIAL SERVICES INC /ADV 136,890 140,100 2% 2019-12-31
Portfolio Strategies, Inc. 134,522 137,248 2% 2019-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 130,921 0 New Buy 2019-12-31
Marshall Wace LLP 0 126,290 Sold Out 2019-12-31
HSBC HOLDINGS PLC 129,171 122,973 5% 2019-12-31
MURPHY CAPITAL MANAGEMENT INC 126,447 125,567 1% 2019-12-31
Hochman Cole Investment Advisors, Inc. 124,276 127,087 2% 2019-12-31
Manchester Capital Management LLC 123,824 123,824 No Change 2019-12-31
Coho Partners, Ltd. 122,339 0 New Buy 2019-12-31
HARRELL INVESTMENT PARTNERS, LLC 120,040 0 New Buy 2019-12-31
Sepio Capital, LLC 116,330 117,591 1% 2019-12-31
Orion Portfolio Solutions, LLC 115,025 0 New Buy 2019-12-31
Ledyard National Bank 114,620 114,260 0% 2019-12-31
Brookstone Capital Management 113,794 134,755 16% 2019-12-31
Estate Counselors, LLC 111,550 309,050 64% 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 111,015 175,899 37% 2019-12-31
TIAA, FSB 105,357 103,930 1% 2019-12-31
SUMITOMO MITSUI FINANCIAL GROUP, INC. 104,135 112,155 7% 2019-12-31
PFS INVESTMENTS INC. 103,729 209,916 51% 2019-12-31
Veritable, L.P. 101,348 104,713 3% 2019-12-31
MERITAGE PORTFOLIO MANAGEMENT 100,290 100,103 0% 2019-12-31
ATRIA INVESTMENTS LLC 99,840 118,370 16% 2019-12-31
Astor Investment Management LLC 93,242 0 New Buy 2019-12-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 92,698 102,214 9% 2019-12-31
Pathstone Family Office, LLC 92,635 92,309 0% 2019-12-31
ACIMA PRIVATE WEALTH, LLC 91,026 89,456 2% 2019-12-31
ALERUS FINANCIAL NA 88,317 99,456 11% 2019-12-31
FDx Advisors, Inc. 88,127 210,504 58% 2019-12-31
FIRST MERCHANTS CORP 86,726 88,075 2% 2019-12-31
ADAMS EXPRESS CO 86,600 0 New Buy 2019-12-31
Financial Network 82,909 73,653 13% 2019-12-31
DIAM Co., Ltd. 82,500 0 New Buy 2019-12-31
Sigma Planning Corp 82,368 85,977 4% 2019-12-31
Kore Private Wealth LLC 82,326 83,368 1% 2019-12-31
HOWARD CAPITAL MANAGEMENT 81,104 88,822 9% 2019-12-31
Edgestream Partners, L.P. 81,084 66,449 22% 2019-12-31
WAYNE HUMMER ASSET MANAGEMENT CO 80,860 82,681 2% 2019-12-31
BANQUE PICTET & CIE SA 80,280 98,990 19% 2019-12-31
Beaumont Financial Partners, LLC 79,562 0 New Buy 2019-12-31
Multi-Financial Securities Corp 78,888 217,621 64% 2019-12-31
Providence First Trust Co 78,241 77,916 0% 2019-12-31
Anfield Capital Management, LLC 78,180 0 New Buy 2019-12-31
Rockefeller Capital Management L.P. 296 296 No Change 2019-12-31
FIRST INTERSTATE BANK 75,453 68,375 10% 2019-12-31
CWM, LLC 1,000 40,543 98% 2019-12-31
Private Wealth Advisors, LLC 75,081 89,352 16% 2019-12-31
D. E. Shaw & Co., INC. (David E. Shaw) 75,000 0 New Buy 2019-12-31
Financial Advocates Investment Management 73,265 73,110 0% 2019-12-31
J.W. COLE ADVISORS, INC. 72,980 0 New Buy 2019-12-31
Prime Capital Investment Advisors, LLC 71,996 23,444 207% 2019-12-31
Laurel Wealth Advisors, Inc. 71,974 74,604 4% 2019-12-31
Advisory Services Network, LLC 71,932 31,130 131% 2019-12-31
TRANSCEND WEALTH COLLECTIVE, LLC 71,918 0 New Buy 2019-12-31
Carnegie Capital Asset Management, LLC 71,482 67,005 7% 2019-12-31
SYNOVUS FINANCIAL CORP 71,258 86,815 18% 2019-12-31
SCOTIA CAPITAL INC. 70,906 74,171 4% 2019-12-31
Sabal Trust CO 70,477 73,512 4% 2019-12-31
AMARILLO NATIONAL BANK 67,550 67,550 No Change 2019-12-31
WAGNER CAPITAL MANAGEMENT CORP 65,324 65,034 0% 2019-12-31
WESTWOOD HOLDINGS GROUP INC 65,250 65,250 No Change 2019-12-31
YCMNET ADVISORS INC 64,942 68,357 5% 2019-12-31
QUATTRO FINANCIAL ADVISORS LLC 64,796 72,142 10% 2019-12-31
ASSOCIATED BANC-CORP 63,559 63,474 0% 2019-12-31
Cutler Group LP 12,310 0 New Buy 2019-12-31
FCA CORP /TX 62,450 63,049 1% 2019-12-31
LOWE BROCKENBROUGH & CO INC 62,190 62,050 0% 2019-12-31
ASHFORD CAPITAL MANAGEMENT INC 61,500 61,630 0% 2019-12-31
Newfound Research LLC 61,471 58,866 4% 2019-12-31
MARTIN & CO INC /TN/ 61,419 62,469 2% 2019-12-31
IFG Advisory, LLC 61,237 60,399 1% 2019-12-31
Bruderman Asset Management, LLC 61,029 70,789 14% 2019-12-31
FIFTH THIRD BANCORP 60,605 56,919 6% 2019-12-31
STEPHENS INC /AR/ 58,251 58,568 1% 2019-12-31
Rock Creek Group, LP 56,277 0 New Buy 2019-12-31
Bank of New York Mellon CORP 56,026 40,657 38% 2019-12-31
INNEALTA CAPITAL, LLC 54,988 55,057 0% 2019-12-31
Prospera Financial Services 54,545 54,563 0% 2019-12-31
Capital Investment Advisors, LLC 54,506 54,105 1% 2019-12-31
Chapwood Capital Investment Management, LLC 54,287 0 New Buy 2019-12-31
TOTH FINANCIAL ADVISORY CORP 54,246 54,085 0% 2019-12-31
F3Logic, LLC 53,665 43,675 23% 2019-12-31
Callan Capital, LLC 53,616 58,094 8% 2019-12-31
Ayalon Holdings Ltd. 53,436 86,376 38% 2019-12-31
Stillwater Capital Advisors, LLC 50,968 46,826 9% 2019-12-31
CENTRAL BANK & TRUST CO 50,321 46,357 9% 2019-12-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. 50,000 0 New Buy 2019-12-31
Danda Trouve Investment Management, Inc. 49,446 0 New Buy 2019-12-31
BCJ Capital Management, LLC 0 82,811 Sold Out 2019-12-31
BRAVE ASSET MANAGEMENT INC 48,094 48,414 1% 2019-12-31
Busey Trust CO 365 32,445 99% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 44,952 0 New Buy 2019-12-31
TrinityPoint Wealth, LLC 44,846 42,350 6% 2019-12-31
JOHNSON INVESTMENT COUNSEL INC 44,678 44,757 0% 2019-12-31
Ellis Investment Partners, LLC 43,847 42,416 3% 2019-12-31
KEYBANK NATIONAL ASSOCIATION/OH 43,109 46,323 7% 2019-12-31
Altium Wealth Management LLC 43,045 42,536 1% 2019-12-31
BOYS ARNOLD & CO INC 42,162 41,837 1% 2019-12-31
PITTENGER & ANDERSON INC 42,075 42,375 1% 2019-12-31
FINANCIAL COUNSELORS INC 41,613 38,362 8% 2019-12-31
Rokos Capital Management LLP 41,500 0 New Buy 2019-12-31
AE Wealth Management LLC 41,347 18,216 127% 2019-12-31
Creative Planning 41,343 38,237 8% 2019-12-31
IHT Wealth Management, LLC 41,070 37,913 8% 2019-12-31
Venturi Wealth Management, LLC 40,789 45,940 11% 2019-12-31
Bremer Bank National Association 40,035 40,035 No Change 2019-12-31
Valmark Advisers, Inc. 39,947 33,817 18% 2019-12-31
First Allied Advisory Services, Inc. 39,921 37,305 7% 2019-12-31
Optimum Quantvest Corp 39,682 213,120 81% 2019-12-31
STATE STREET CORP 39,324 0 New Buy 2019-12-31
Foothills Asset Management, Ltd. 39,244 38,894 1% 2019-12-31
TEXAS PERMANENT SCHOOL FUND 39,224 39,224 No Change 2019-12-31
Cascadia Advisory Services, LLC 39,200 0 New Buy 2019-12-31
COMERICA SECURITIES,INC. 38,605 0 New Buy 2019-12-31
WP Advisors, LLC 38,430 38,721 1% 2019-12-31
Affiance Financial, LLC 38,127 40,172 5% 2019-12-31
PLANNING DIRECTIONS INC 38,090 37,805 1% 2019-12-31
Cavalier Investments 37,399 139,173 73% 2019-12-31
Valeo Financial Advisors, LLC 37,161 34,588 7% 2019-12-31
ALLIANCEBERNSTEIN L.P. 35,950 57,230 37% 2019-12-31
Partnervest Advisory Services LLC 35,666 36,837 3% 2019-12-31
WASHINGTON TRUST CO 35,477 32,606 9% 2019-12-31
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 35,282 35,598 1% 2019-12-31
Financial Management Professionals, Inc. 35,210 36,576 4% 2019-12-31
COMMERZBANK AKTIENGESELLSCHAFT /FI 35,122 383,722 91% 2019-12-31
Royal Harbor Partners, LLC 35,066 0 New Buy 2019-12-31
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 34,931 0 New Buy 2019-12-31
1 NORTH WEALTH SERVICES LLC 34,799 33,836 3% 2019-12-31
Nelson Roberts Investment Advisors, LLC 34,696 35,086 1% 2019-12-31
Silversage Advisors 34,598 0 New Buy 2019-12-31
Lee Capital Holdings LLC 33,917 33,917 No Change 2019-12-31
Atlantic Trust Group, LLC 33,667 36,824 9% 2019-12-31
NAVELLIER & ASSOCIATES INC 32,709 34,958 6% 2019-12-31
Stratos Wealth Partners, LTD. 32,157 234 13,642% 2019-12-31
AdvisorNet Financial, Inc 32,115 27,113 18% 2019-12-31
SPRENG CAPITAL MANAGEMENT, INC. 32,101 0 New Buy 2019-12-31
Sawtooth Asset Management, Inc. 31,834 14,307 123% 2019-12-31
Vestmark Advisory Solutions, Inc. 31,791 110,577 71% 2019-12-31
Loveless Wealth Management LLC 31,680 0 New Buy 2019-12-31
MAGNOLIA CAPITAL MANAGEMENT LTD 31,495 0 New Buy 2019-12-31
FIL Ltd 31,446 31,260 1% 2019-12-31
QVR LLC 31,396 0 New Buy 2019-12-31
Moneda S.A. Administradora General de Fondos 30,960 0 New Buy 2019-12-31
WELLINGTON MANAGEMENT CO LLP 30,743 68,193 55% 2019-12-31
Equitable Holdings, Inc. 30,573 0 New Buy 2019-12-31
BP WEALTH MANAGEMENT, LLC 29,967 0 New Buy 2019-12-31
Simmons Bank 29,771 28,678 4% 2019-12-31
Legacy Advisors, LLC 29,443 29,438 0% 2019-12-31
SCHMEIDLER A R & CO INC 29,354 30,740 5% 2019-12-31
Winton Capital Group Ltd 29,121 0 New Buy 2019-12-31
Ariel Capital Advisors, LLC 29,021 28,691 1% 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 28,955 29,488 2% 2019-12-31
PARK AVENUE SECURITIES LLC 27,812 32,929 16% 2019-12-31
WHITE BAY PT LLC 27,700 3,800 629% 2019-12-31
Ferguson Shapiro LLC 27,329 0 New Buy 2019-12-31
Mechanics Bank Trust Department 27,248 28,808 5% 2019-12-31
Gyroscope Capital Management Group, LLC 27,157 26,687 2% 2019-12-31
Mount Yale Investment Advisors, LLC 26,974 26,679 1% 2019-12-31
Independent Advisor Alliance 19,026 19,761 4% 2019-12-31
Mariner Wealth Advisors, LLC 26,697 22,373 19% 2019-12-31
Braun-Bostich & Associates Inc. 26,593 27,379 3% 2019-12-31
Steward Partners Investment Advisory, LLC 26,536 26,896 1% 2019-12-31
Granite Investment Advisors, Inc. 26,483 26,461 0% 2019-12-31
FMR LLC 3 2 50% 2019-12-31
TRUST CO OF VIRGINIA /VA 25,703 25,818 0% 2019-12-31
J. Goldman & Co LP 25,586 46,749 45% 2019-12-31
Sowell Financial Services LLC 25,561 22,872 12% 2019-12-31
Windsor Creek Advisors, LLC 25,000 0 New Buy 2019-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 24,737 34,947 29% 2019-12-31
ATHENA CAPITAL ADVISORS LLC 24,668 24,664 0% 2019-12-31
SL ADVISORS, LLC 23,916 0 New Buy 2019-12-31
PICTET ASSET MANAGEMENT LTD 23,705 90,625 74% 2019-12-31
NEXT Financial Group, Inc 13,159 4,551 189% 2019-12-31
EPG Wealth Management LLC 23,217 0 New Buy 2019-12-31
Goodman & Company, Investment Counsel Ltd. 23,029 25,121 8% 2019-12-31
HANSEATIC MANAGEMENT SERVICES INC 22,787 8,321 174% 2019-12-31
BUTENSKY & COHEN FINANCIAL SECURITY, INC 22,135 21,900 1% 2019-12-31
LUCAS CAPITAL MANAGEMENT 21,891 0 New Buy 2019-12-31
PETERSON WEALTH MANAGEMENT 21,868 0 New Buy 2019-12-31
6 Meridian 21,838 22,025 1% 2019-12-31
First National Bank of Hutchinson 21,705 21,770 0% 2019-12-31
CYPRESS CAPITAL MANAGEMENT LLC 21,555 21,645 0% 2019-12-31
Mutual Advisors, LLC 21,395 22,722 6% 2019-12-31
WESBANCO BANK INC 21,116 21,216 0% 2019-12-31
Chesapeake Wealth Management 21,024 19,903 6% 2019-12-31
55I, LLC 21,003 0 New Buy 2019-12-31
Archford Capital Strategies, LLC 20,893 20,753 1% 2019-12-31
ACCESS FINANCIAL SERVICES, INC. 20,784 20,186 3% 2019-12-31
Capital Wealth Planning, LLC 20,728 15,520 34% 2019-12-31
BANK HAPOALIM BM 20,648 14,640 41% 2019-12-31
PERSONAL CFO SOLUTIONS, LLC 20,614 21,658 5% 2019-12-31
USAdvisors Wealth Management, LLC 19,857 0 New Buy 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 19,819 21,631 8% 2019-12-31
Belpointe Asset Management LLC 17,986 0 New Buy 2019-12-31
FIRST UNITED BANK TRUST/ 19,428 19,843 2% 2019-12-31
PROEQUITIES, INC. 18,932 4,407 330% 2019-12-31
Voya Financial Advisors, Inc. 18,704 33,556 44% 2019-12-31
FIRST MIDWEST BANK TRUST DIVISION 18,591 0 New Buy 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 18,415 15,805 17% 2019-12-31
Rikoon Group, LLC 18,401 17,598 5% 2019-12-31
Jackson, Grant Investment Advisers, Inc. 18,396 17,985 2% 2019-12-31
Intellectus Partners, LLC 18,348 18,348 No Change 2019-12-31
Cribstone Capital Management, LLC 18,316 3,752 388% 2019-12-31
Interactive Financial Advisors 18,290 18,405 1% 2019-12-31
JUMP TRADING, LLC 18,265 0 New Buy 2019-12-31
COMMERCE BANK N A/MO 18,228 17,595 4% 2019-12-31
Retirement Network 18,200 0 New Buy 2019-12-31
Cetera Investment Advisers 18,098 15,822 14% 2019-12-31
Landsberg, Bennett, & Dubbaneh LLC 18,021 36,240 50% 2019-12-31
GLENMEDE TRUST CO NA 18,003 13,578 33% 2019-12-31
Sowa Financial Group, Inc. 17,816 0 New Buy 2019-12-31
SMITH, MOORE & CO. 17,373 17,278 1% 2019-12-31
HPM Partners LLC 17,358 16,344 6% 2019-12-31
WASHINGTON TRUST BANK 17,320 0 New Buy 2019-12-31
CIBC World Markets Inc. 17,166 23,391 27% 2019-12-31
Koshinski Asset Management, Inc. 17,024 0 New Buy 2019-12-31
H D Vest Advisory Services 16,983 16,786 1% 2019-12-31
WEDBUSH MORGAN SECURITIES INC 16,697 15,820 6% 2019-12-31
Bank of Marin 16,511 0 New Buy 2019-12-31
SYMONS CAPITAL MANAGEMENT INC 16,501 14,514 14% 2019-12-31
Windsor Capital Management, LLC 16,334 18,499 12% 2019-12-31
Patriot Investment Management Inc. 16,004 15,878 1% 2019-12-31
Global Financial Private Capital, LLC 15,958 93 17,059% 2019-12-31
Green Square Asset Management, LLC 15,778 0 New Buy 2019-12-31
VERUS CAPITAL PARTNERS, LLC 15,735 0 New Buy 2019-12-31
Quantbot Technologies LLC 15,700 0 New Buy 2019-12-31
Shulman DeMeo Asset Management LLC 15,252 5,928 157% 2019-12-31
Winfield Associates, Inc. 15,237 24,427 38% 2019-12-31
PETERSEN FLYNN & DINSMORE INC 15,160 0 New Buy 2019-12-31
BLAIR WILLIAM & CO/IL 15,074 15,649 4% 2019-12-31
GAMCO INVESTORS, INC. ET AL 15,000 15,000 No Change 2019-12-31
Strategic Financial Group, LLC 15,000 15,762 5% 2019-12-31
Nikulski Financial, Inc. 14,930 15,130 1% 2019-12-31
Meristem, LLP 14,922 14,922 No Change 2019-12-31
Dorsey & Whitney Trust CO LLC 14,903 14,424 3% 2019-12-31
SYMPHONY ASSET MANAGEMENT LLC 14,799 19,221 23% 2019-12-31
Goss Wealth Management LLC 14,695 11,889 24% 2019-12-31
PINNACLE ASSOCIATES LTD 14,401 6,796 112% 2019-12-31
REGIONS FINANCIAL CORP 14,302 21,136 32% 2019-12-31
Keebeck Alpha, LP 14,274 0 New Buy 2019-12-31
Oliver Luxxe Assets LLC 14,258 14,301 0% 2019-12-31
COLONY GROUP LLC 14,188 5,940 139% 2019-12-31
Trust Asset Management LLC 14,115 0 New Buy 2019-12-31
DAVIDSON D A & CO 14,068 14,690 4% 2019-12-31
Winslow, Evans & Crocker, Inc. 14,028 13,202 6% 2019-12-31
BANK OF THE WEST 14,011 11,242 25% 2019-12-31
Kynikos Associates LP 13,998 11,675 20% 2019-12-31
Summit Place Financial Advisors, LLC 13,859 0 New Buy 2019-12-31
Apexium Financial, LP 13,840 0 New Buy 2019-12-31
FIRST NATIONAL TRUST CO 13,806 14,984 8% 2019-12-31
Berkshire Money Management, Inc. 13,803 13,803 No Change 2019-12-31
National Asset Management, Inc. 13,720 12,889 6% 2019-12-31
RiverGlades Family Offices LLC 13,514 13,779 2% 2019-12-31
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 13,471 13,471 No Change 2019-12-31
Avitas Wealth Management LLC 13,414 13,547 1% 2019-12-31
Laurel Wealth Advisors LLC 13,185 11,452 15% 2019-12-31
Donald L. Hagan, LLC 13,107 59,131 78% 2019-12-31
Windham Capital Management, LLC 13,000 13,000 No Change 2019-12-31
Gradient Capital Advisors, LLC 12,925 13,004 1% 2019-12-31
MV Capital Management, Inc. 12,859 13,049 1% 2019-12-31
OPPENHEIMER & CO INC 12,753 27,945 54% 2019-12-31
GIRARD PARTNERS LTD. 12,751 8,111 57% 2019-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 12,611 0 New Buy 2019-12-31
Shepherd Financial Partners LLC 12,576 12,566 0% 2019-12-31
CENTAURUS FINANCIAL, INC. 12,522 30,073 58% 2019-12-31
KANAWHA CAPITAL MANAGEMENT LLC 12,304 11,486 7% 2019-12-31
RAYMOND JAMES TRUST CO 12,279 15,308 20% 2019-12-31
One Charles Private Wealth Services, LLC 12,018 0 New Buy 2019-12-31
Kessler Investment Group, LLC 11,995 0 New Buy 2019-12-31
PLIMOTH TRUST CO LLC 11,930 11,981 0% 2019-12-31
Krasney Financial LLC 11,868 4,653 155% 2019-12-31
Roble, Belko & Company, Inc 11,862 11,862 No Change 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 11,782 12,379 5% 2019-12-31
BCS Wealth Management 11,768 0 New Buy 2019-12-31
INGALLS & SNYDER LLC 11,592 11,807 2% 2019-12-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,480 11,484 0% 2019-12-31
Budros, Ruhlin & Roe, Inc. 11,378 9,968 14% 2019-12-31
CHILTON CAPITAL MANAGEMENT LLC 11,275 12,415 9% 2019-12-31
WHITTIER TRUST CO 11,162 18,903 41% 2019-12-31
Farmers & Merchants Trust Co of Chambersburg PA 11,030 500 2,106% 2019-12-31
MYCIO WEALTH PARTNERS, LLC 11,023 8,459 30% 2019-12-31
Crescent Grove Advisors, LLC 11,015 10,576 4% 2019-12-31
HUNTINGTON NATIONAL BANK 10,998 10,998 No Change 2019-12-31
ORLEANS CAPITAL MANAGEMENT CORP/LA 10,975 10,975 No Change 2019-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 10,866 8,905 22% 2019-12-31
NBT BANK N A /NY 10,828 10,948 1% 2019-12-31
PINNACLE FINANCIAL PARTNERS INC 10,824 0 New Buy 2019-12-31
MISSION CREEK CAPITAL PARTNERS, INC 10,677 0 New Buy 2019-12-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 10,416 0 New Buy 2019-12-31
Mathes Company, Inc. 10,325 10,325 No Change 2019-12-31
RNC CAPITAL MANAGEMENT LLC 10,190 0 New Buy 2019-12-31
Robertson Stephens Wealth Management, LLC 10,172 10,916 7% 2019-12-31
AMJ Financial Wealth Management 10,078 0 New Buy 2019-12-31
Atlanta Capital Group 10,049 19,334 48% 2019-12-31
Ferris Capital, LLC 10,047 10,047 No Change 2019-12-31
PROFFITT & GOODSON INC 10,035 10,113 1% 2019-12-31
Kingsview Wealth Management, LLC 200 0 New Buy 2019-12-31
LINCOLN NATIONAL CORP 9,961 10,011 0% 2019-12-31
KINGDON CAPITAL MANAGEMENT LLC 9,800 9,800 No Change 2019-12-31
Acropolis Investment Management, LLC 9,752 9,812 1% 2019-12-31
KINGS POINT CAPITAL MANAGEMENT 9,751 10,714 9% 2019-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 9,655 13,545 29% 2019-12-31
PEAPACK GLADSTONE FINANCIAL CORP 9,608 9,608 No Change 2019-12-31
TNB Financial 9,486 9,486 No Change 2019-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 9,486 5,842 62% 2019-12-31
Kovack Advisors, Inc. 9,466 8,365 13% 2019-12-31
Evanson Asset Management, LLC 9,411 9,330 1% 2019-12-31
Global Endowment Management, LP 9,330 9,170 2% 2019-12-31
People's United Financial, Inc. 9,290 9,290 No Change 2019-12-31
SkyOak Wealt, LLC 9,223 0 New Buy 2019-12-31
ARROW FINANCIAL CORP 0 7,418 Sold Out 2019-12-31
Keystone Financial Group 9,089 8,639 5% 2019-12-31
DEUTSCHE BANK AG 9,021 1,838 391% 2019-12-31
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 9,000 70,340 87% 2019-12-31
Cerebellum GP, LLC 8,978 0 New Buy 2019-12-31
Jacobi Capital Management LLC 8,858 8,799 1% 2019-12-31
Virtue Capital Management, LLC 8,856 71,763 88% 2019-12-31
Integrated Advisors Network LLC 8,762 0 New Buy 2019-12-31
Laidlaw Wealth Management LLC 8,675 0 New Buy 2019-12-31
MONETARY MANAGEMENT GROUP INC 8,610 8,410 2% 2019-12-31
APPLETON GROUP WEALTH MANAGEMENT LLC 8,582 11,132 23% 2019-12-31
DAVENPORT & CO LLC 8,522 8,608 1% 2019-12-31
HBW Advisory Services LLC 8,511 0 New Buy 2019-12-31
Global Retirement Partners, LLC 8,485 5,500 54% 2019-12-31
OPPENHEIMER ASSET MANAGEMENT INC 8,380 11,207 25% 2019-12-31
Eqis Capital Management, Inc. 8,379 15,817 47% 2019-12-31
Baystate Wealth Management LLC 7,983 9,134 13% 2019-12-31
SIMPLEX TRADING, LLC 7,948 0 New Buy 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 7,859 9,363 16% 2019-12-31
North Star Investment Management Corp. 7,832 7,862 0% 2019-12-31
Midwest Professional Planners, LTD. 7,806 43,045 82% 2019-12-31
IFP Advisors, Inc 7,722 5,381 44% 2019-12-31
TD ASSET MANAGEMENT INC 7,714 7,551 2% 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 7,676 5,106 50% 2019-12-31
Delta Investment Management, LLC 7,647 12,021 36% 2019-12-31
Smith, Salley & Associates 7,606 8,961 15% 2019-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 7,509 7,509 No Change 2019-12-31
FIERA SCEPTRE INC. 7,470 7,470 No Change 2019-12-31
Capital Financial Planning, LLC 7,449 6,902 8% 2019-12-31
Parallel Advisors, LLC 7,440 8,056 8% 2019-12-31
Financial Architects, Inc 7,430 12,129 39% 2019-12-31
BROWN ADVISORY HOLDINGS INC 7,422 0 New Buy 2019-12-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,416 7,448 0% 2019-12-31
Parcion Private Wealth LLC 7,406 0 New Buy 2019-12-31
Oakmont Partners LLC 7,258 7,305 1% 2019-12-31
COUNTRY TRUST BANK 7,250 7,764 7% 2019-12-31
Advisory Alpha, LLC 7,199 768 837% 2019-12-31
KG&L Capital Management,LLC 7,181 7,377 3% 2019-12-31
Elevated Capital Advisors, LLC 7,179 0 New Buy 2019-12-31
Heartwood Wealth Advisors LLC 7,021 0 New Buy 2019-12-31
PAX Financial Group, LLC 7,011 0 New Buy 2019-12-31
Strategic Advisors LLC 6,919 7,557 8% 2019-12-31
Weaver Consulting Group 6,805 6,805 No Change 2019-12-31
FIDUCIARY TRUST CO 6,762 0 New Buy 2019-12-31
Family Firm, Inc. 6,742 6,914 2% 2019-12-31
DEARBORN PARTNERS LLC 6,609 6,609 No Change 2019-12-31
St. Johns Investment Management Company, LLC 6,471 6,283 3% 2019-12-31
NOMURA ASSET MANAGEMENT CO LTD 6,460 0 New Buy 2019-12-31
BAILARD, INC. 6,437 6,733 4% 2019-12-31
UNIVEST CORP OF PENNSYLVANIA 6,377 0 New Buy 2019-12-31
Biltmore Family Office, LLC 6,376 0 New Buy 2019-12-31
BAINCO INTERNATIONAL INVESTORS 6,320 0 New Buy 2019-12-31
PRUDENTIAL FINANCIAL INC 6,230 3,430 82% 2019-12-31
Palisade Asset Management, LLC 6,225 0 New Buy 2019-12-31
Torch Wealth Management LLC 6,184 6,034 2% 2019-12-31
Emerald Advisors, LLC 6,056 0 New Buy 2019-12-31
NexWave Capital Partners LLC 6,041 0 New Buy 2019-12-31
Miracle Mile Advisors, LLC 6,026 0 New Buy 2019-12-31
Timber Hill LLC 6,000 0 New Buy 2019-12-31
Moloney Securities Asset Management, LLC 5,979 5,710 5% 2019-12-31
Sterling Investment Management, Inc. 5,907 6,028 2% 2019-12-31
Integer Wealth Advisors Group LLC 5,906 0 New Buy 2019-12-31
Dougherty Wealth Advisers LLC 5,882 5,882 No Change 2019-12-31
PACIFIC SUN FINANCIAL CORP 5,875 5,865 0% 2019-12-31
Stratos Wealth Advisors, LLC 5,871 22,180 74% 2019-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,819 5,782 1% 2019-12-31
HoyleCohen, LLC 5,694 5,912 4% 2019-12-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 5,550 5,550 No Change 2019-12-31
Chevy Chase Trust Holdings, Inc. 5,529 5,474 1% 2019-12-31
Allred Capital Management, LLC 5,453 13,791 60% 2019-12-31
Frisch Financial Group, Inc. 5,344 5,269 1% 2019-12-31
Cypress Capital Management LLC (WY) 5,341 5,423 2% 2019-12-31
Kingfisher Capital LLC 5,336 5,293 1% 2019-12-31
Concorde Asset Management, LLC 94 210 55% 2019-12-31
UNIONBANCAL CORP 5,096 5,232 3% 2019-12-31
Actinver Wealth Management, Inc. 5,004 5,004 No Change 2019-12-31
BESSEMER GROUP INC 4,932 4,013,042 100% 2019-12-31
Foster Victor Wealth Advisors, LLC 4,923 0 New Buy 2019-12-31
Alpine Partners VI, LLC 4,910 15,781 69% 2019-12-31
Certified Advisory Corp 4,839 4,907 1% 2019-12-31
IBERIABANK CORP 4,816 0 New Buy 2019-12-31
Sequoia Financial Advisors, LLC 4,805 4,805 No Change 2019-12-31
Friedenthal Financial 4,795 4,831 1% 2019-12-31
TCF National Bank 4,787 5,103 6% 2019-12-31
Berman Capital Advisors, LLC 4,760 4,760 No Change 2019-12-31
Amussen Hunsaker & Associates LLC 4,757 6,280 24% 2019-12-31
VAUGHAN DAVID INVESTMENTS INC/IL 4,700 5,375 13% 2019-12-31
Atom Investors LP 4,700 0 New Buy 2019-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 4,672 4,500 4% 2019-12-31
Gerber Kawasaki Wealth & Investment Management 4,639 4,618 0% 2019-12-31
Goelzer Investment Management, Inc. 4,592 4,592 No Change 2019-12-31
Verition Fund Managegment LLC 4,571 25,000 82% 2019-12-31
Joel Isaacson & Co., LLC 4,558 4,548 0% 2019-12-31
USCA RIA LLC 4,515 4,515 No Change 2019-12-31
Wealthcare Advisory Partners LLC 4,473 1,367 227% 2019-12-31
GYL FINANCIAL SYNERGIES, LLC 4,467 0 New Buy 2019-12-31
Leith Wheeler Investment Counsel Ltd. 4,335 4,335 No Change 2019-12-31
PARSONS CAPITAL MANAGEMENT INC/RI 4,330 4,480 3% 2019-12-31
Allen Investment Management LLC 4,313 4,313 No Change 2019-12-31
Jaffetilchin Investment Partners, LLC 4,286 4,283 0% 2019-12-31
BRYN MAWR TRUST CO/PA 4,279 0 New Buy 2019-12-31
Mine & Arao Wealth Creation & Management, LLC. 4,279 0 New Buy 2019-12-31
Integrated Wealth Concepts LLC 4,278 4,666 8% 2019-12-31
TRUE Private Wealth Advisors 4,267 4,285 0% 2019-12-31
Beacon Financial Advisory LLC 4,262 0 New Buy 2019-12-31
LYNCH & ASSOCIATES/IN 4,225 4,225 No Change 2019-12-31
Secure Asset Management, LLC 4,216 0 New Buy 2019-12-31
DONALDSON CAPITAL MANAGEMENT, LLC 4,205 3,727 13% 2019-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 4,199 0 New Buy 2019-12-31
Van Leeuwen & Company, LLC 4,161 4,161 No Change 2019-12-31
Bernardo Wealth Planning LLC 4,147 4,220 2% 2019-12-31
CONDOR CAPITAL MANAGEMENT 4,131 4,251 3% 2019-12-31
Meridian Wealth Advisors, LLC 4,120 4,120 No Change 2019-12-31
Karp Capital Management Corp 4,100 3,850 6% 2019-12-31
Stack Financial Management, Inc 4,076 4,124 1% 2019-12-31
CULLEN FROST BANKERS INC 1,220 1,220 No Change 2019-12-31
Exchange Capital Management, Inc. 4,014 4,511 11% 2019-12-31
Private Wealth Advisors, Inc. 4,012 8,262 51% 2019-12-31
USA Financial Portformulas Corp 4,011 4,871 18% 2019-12-31
Walleye Trading LLC 4,000 27,400 85% 2019-12-31
Wealthstar Advisors, LLC 3,942 3,739 5% 2019-12-31
Maryland Capital Management, LLC 3,935 4,435 11% 2019-12-31
TL Private Wealth 3,908 0 New Buy 2019-12-31
Baldwin Investment Management, LLC 3,900 3,900 No Change 2019-12-31
BRIDGER CAPITAL MANAGEMENT, LLC 3,868 3,868 No Change 2019-12-31
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3,851 3,851 No Change 2019-12-31
XML Financial, LLC 3,848 0 New Buy 2019-12-31
Moors & Cabot, Inc. 3,847 0 New Buy 2019-12-31
HT Partners LLC 3,824 3,824 No Change 2019-12-31
WMS Partners, LLC 3,804 3,876 2% 2019-12-31
AUA CAPITAL MANAGEMENT, LLC 3,775 3,775 No Change 2019-12-31
BERRY GROUP, LLC 3,755 0 New Buy 2019-12-31
Worth Venture Partners, LLC 3,683 3,347 10% 2019-12-31
Stelac Advisory Services LLC 3,668 3,300 11% 2019-12-31
Element Wealth, LLC 3,665 0 New Buy 2019-12-31
Montecito Bank & Trust 3,663 3,748 2% 2019-12-31
Carmichael Hill & Associates, Inc. 3,663 0 New Buy 2019-12-31
Endurance Wealth Management, Inc. 3,625 3,593 1% 2019-12-31
Visionary Wealth Advisors 3,615 0 New Buy 2019-12-31
GW HENSSLER & ASSOCIATES LTD 3,613 3,404 6% 2019-12-31
DOWLING & YAHNKE INC 3,587 3,752 4% 2019-12-31
Vishria Bird Financial Group, LLC 3,561 3,561 No Change 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 3,497 0 New Buy 2019-12-31
Newport Wealth Strategies, Inc. 3,495 3,495 No Change 2019-12-31
Joseph P. Lucia & Associates, LLC 3,491 3,541 1% 2019-12-31
MainStreet Investment Advisors LLC 3,484 3,544 2% 2019-12-31
BENJAMIN EDWARDS INC 3,476 0 New Buy 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 3,391 3,020 12% 2019-12-31
Pacific Wealth Strategies Group, Inc. 3,340 3,340 No Change 2019-12-31
BROWN BROTHERS HARRIMAN & CO 3,329 2,713 23% 2019-12-31
Camden Capital, LLC 3,289 0 New Buy 2019-12-31
Selective Wealth Management 3,288 3,288 No Change 2019-12-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 3,252 0 New Buy 2019-12-31
GREENLEAF TRUST 3,225 5,087 37% 2019-12-31
WEALTHSOURCE PARTNERS, LLC 3,210 0 New Buy 2019-12-31
BOOTHBAY FUND MANAGEMENT, LLC 3,208 0 New Buy 2019-12-31
Beacon Pointe Wealth Advisors, LLC 3,157 7,042 55% 2019-12-31
CITY HOLDING CO 3,102 3,102 No Change 2019-12-31
Tower Research Capital LLC 3,018 851,763 100% 2019-12-31
Brand Asset Management Group, Inc. 3,000 3,000 No Change 2019-12-31
Lucia Wealth Services, LLC 2,800 2,800 No Change 2019-12-31
FFCM LLC 2,791 2,791 No Change 2019-12-31
SECURITY NATIONAL TRUST CO 2,757 1,400 97% 2019-12-31
Barnett & Company, Inc. 2,715 1,660 64% 2019-12-31
Lakeview Capital Partners, LLC 2,673 0 New Buy 2019-12-31
Highstreet Asset Management Inc. 2,613 0 New Buy 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 2,542 2,542 No Change 2019-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,499 3,499 29% 2019-12-31
HCR Wealth Advisors 2,482 0 New Buy 2019-12-31
Bedel Financial Consulting, Inc. 2,302 2,302 No Change 2019-12-31
ROPES WEALTH ADVISORS LLC 2,288 165 1,287% 2019-12-31
1776 Wealth LLC 2,285 0 New Buy 2019-12-31
AMERITAS INVESTMENT CORP 2,216 2,179 2% 2019-12-31
Advanced Asset Management Advisors Inc 2,204 0 New Buy 2019-12-31
OPTIMUM INVESTMENT ADVISORS 2,194 2,394 8% 2019-12-31
CABANA LLC 2,172 0 New Buy 2019-12-31
Carroll Financial Associates, Inc. 2,142 2,344 9% 2019-12-31
Front Row Advisors LLC 2,047 2,047 No Change 2019-12-31
Raab & Moskowitz Asset Management LLC 1,840 0 New Buy 2019-12-31
Keeler THomas Management LLC 1,814 8,345 78% 2019-12-31
Squar Milner Financial Services LLC 1,798 1,793 0% 2019-12-31
First National Bank of South Miami 1,740 1,740 No Change 2019-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,713 1,713 No Change 2019-12-31
Capital Investment Advisory Services, LLC 1,696 1,085 56% 2019-12-31
Pinnacle Bank 1,671 1,671 No Change 2019-12-31
ADIRONDACK TRUST CO 1,649 1,323 25% 2019-12-31
OKABENA INVESTMENT SERVICES INC 1,632 0 New Buy 2019-12-31
Lenox Wealth Management, Inc. 1,630 1,802 10% 2019-12-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,545 1,545 No Change 2019-12-31
Pacitti Group Inc. 1,539 0 New Buy 2019-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 1,440 1,440 No Change 2019-12-31
MOTCO 1,389 1,389 No Change 2019-12-31
Pacifica Partners Inc. 1,375 0 New Buy 2019-12-31
Vigilant Capital Management, LLC 1,313 1,313 No Change 2019-12-31
Independence Advisors, LLC 1,285 0 New Buy 2019-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 1,220 1,220 No Change 2019-12-31
JAMES INVESTMENT RESEARCH INC 1,180 0 New Buy 2019-12-31
Global Wealth Management Investment Advisory, Inc. 1,079 1,065 1% 2019-12-31
Aspire Private Capital, LLC 1,066 0 New Buy 2019-12-31
Bollard Group LLC 1,043 1,035 1% 2019-12-31
Cascade Investment Advisors, Inc. 1,000 1,000 No Change 2019-12-31
Cordasco Financial Network 968 968 No Change 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 825 0 New Buy 2019-12-31
Firestone Capital Management 825 0 New Buy 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 794 792 0% 2019-12-31
Prestige Wealth Management Group LLC 764 2,784 73% 2019-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 763 761 0% 2019-12-31
Ironwood Wealth Management, llc 732 732 No Change 2019-12-31
DUNCKER STREETT & CO INC 727 0 New Buy 2019-12-31
Coastal Investment Advisors, Inc. 73 0 New Buy 2019-12-31
Ambassador Advisors, LLC 636 0 New Buy 2019-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 625 625 No Change 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 616 0 New Buy 2019-12-31
Perkins Coie Trust Co 600 600 No Change 2019-12-31
Community Bank, N.A. 600 600 No Change 2019-12-31
MEEDER ASSET MANAGEMENT INC 575 24,658 98% 2019-12-31
BELLEVUE ASSET MANAGEMENT, LLC 574 0 New Buy 2019-12-31
SIGNATUREFD, LLC 569 833 32% 2019-12-31
Stonebridge Capital Advisors LLC 562 1,269 56% 2019-12-31
PEDDOCK CAPITAL ADVISORS, LLC 540 0 New Buy 2019-12-31
Blume Capital Management, Inc. 539 0 New Buy 2019-12-31
BALLAST ADVISORS LLC 530 0 New Buy 2019-12-31
Independence Bank of Kentucky 522 522 No Change 2019-12-31
BALDWIN BROTHERS INC/MA 484 484 No Change 2019-12-31
Hudock Moyer Wealth Resources, LLC 478 113 323% 2019-12-31
Institute for Wealth Management, LLC. 461 8,023 94% 2019-12-31
Bay Harbor Wealth Management, LLC 441 0 New Buy 2019-12-31
Summit Investment Advisors, Inc. 440 505 13% 2019-12-31
FARMERS & MERCHANTS INVESTMENTS INC 419 594 29% 2019-12-31
CREDIT AGRICOLE S A 406 0 New Buy 2019-12-31
Regal Wealth Group, Inc. 378 0 New Buy 2019-12-31
Sonora Investment Management, LLC 374 180 108% 2019-12-31
WEST BANCORPORATION INC 368 0 New Buy 2019-12-31
Total Clarity Wealth Management, Inc. 357 0 New Buy 2019-12-31
Capital Asset Advisory Services LLC 353 0 New Buy 2019-12-31
TCI Wealth Advisors, Inc. 351 615 43% 2019-12-31
SMITHFIELD TRUST CO 350 350 No Change 2019-12-31
Moisand Fitzgerald Tamayo, LLC 350 350 No Change 2019-12-31
Asset Dedication, LLC 345 936 63% 2019-12-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC 341 341 No Change 2019-12-31
Capital Bank & Trust Co 330 330 No Change 2019-12-31
FIRST MANHATTAN CO 318 318 No Change 2019-12-31
Pacific Center for Financial Services 314 314 No Change 2019-12-31
LIBERTY WEALTH MANAGEMENT LLC 306 104 194% 2019-12-31
RPG Investment Advisory, LLC 305 305 No Change 2019-12-31
Clear Harbor Asset Management, LLC 300 0 New Buy 2019-12-31
Bell Rock Capital LLC 300 300 No Change 2019-12-31
Procyon Private Wealth Partners, LLC 300 0 New Buy 2019-12-31
BOURGEON CAPITAL MANAGEMENT LLC 299 299 No Change 2019-12-31
PSI Advisors, LLC 264 0 New Buy 2019-12-31
Sandy Spring Bank 250 375 33% 2019-12-31
GSB Wealth Management, LLC 245 243 1% 2019-12-31
ARLINGTON PARTNERS LLC 192 0 New Buy 2019-12-31
DELTA ASSET MANAGEMENT LLC/TN 191 191 No Change 2019-12-31
SHINE INVESTMENT ADVISORY SERVICES INC 188 188 No Change 2019-12-31
Hanson McClain, Inc. 186 51 265% 2019-12-31
SYM FINANCIAL CORPORATION 167 0 New Buy 2019-12-31
VAUGHAN AND COMPANY SECURITIES, INC. 162 0 New Buy 2019-12-31
TRUEWEALTH LLC 150 150 No Change 2019-12-31
Financial Gravity Wealth, Inc. 150 466 68% 2019-12-31
HM PAYSON & CO 130 0 New Buy 2019-12-31
Johnson Financial Group, Inc. 129 289 55% 2019-12-31
Savior LLC 129 0 New Buy 2019-12-31
HOWE & RUSLING INC 127 126 1% 2019-12-31
MCMILLION CAPITAL MANAGEMENT INC 120 120 No Change 2019-12-31
Aptus Capital Advisors, LLC 113 0 New Buy 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 113 0 New Buy 2019-12-31
TFG Advisers LLC 103 0 New Buy 2019-12-31
SALEM INVESTMENT COUNSELORS INC 100 100 No Change 2019-12-31
Tortoise Investment Management, LLC 64 64 No Change 2019-12-31
WEBSTER BANK, N. A. 60 60 No Change 2019-12-31
D'Orazio & Associates, Inc. 59 59 No Change 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 43 43 No Change 2019-12-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 38 1,054 96% 2019-12-31
Sugarloaf Wealth Management, LLC 36 0 New Buy 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 34 34 No Change 2019-12-31
Cedar Mountain Advisors, LLC 34 0 New Buy 2019-12-31
Eukles Asset Management 13 13 No Change 2019-12-31
VALLEY NATIONAL ADVISERS INC 12 0 New Buy 2019-12-31
Patriot Financial Group Insurance Agency, LLC 12 12 No Change 2019-12-31
Founders Capital Management 4 0 New Buy 2019-12-31
Semmax Financial Advisors Inc. 2 2 No Change 2019-12-31
PMFM Inc. 0 466,902 Sold Out 2019-12-31
Butler Wick Trust CO 0 61,719 Sold Out 2019-12-31
Blue Creek Investment Partners, LLC 0 169,870 Sold Out 2019-12-31
NORTHWEST INVESTMENT COUNSELORS, LLC 0 2,571 Sold Out 2019-12-31
Choate Investment Advisors 0 14,235 Sold Out 2019-12-31
PRUDENTIAL CORP PLC 0 3,888 Sold Out 2019-12-31
M&T BANK CORP 0 14,385 Sold Out 2019-12-31
Geller Family Office Services, LLC 0 4,223 Sold Out 2019-12-31
Graham Capital Management, L.P. 0 1,598,268 Sold Out 2019-12-31
TORONTO DOMINION BANK 0 1,120 Sold Out 2019-12-31
HUDSON CANYON INVESTMENT COUNSELORS LLC 0 110 Sold Out 2019-12-31
MACQUARIE GROUP LTD 0 17,392 Sold Out 2019-12-31
BESSEMER SECURITIES LLC 0 16,700 Sold Out 2019-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 0 2,186 Sold Out 2019-12-31
BABSON CAPITAL MANAGEMENT LLC 0 1,750 Sold Out 2019-12-31
SYMMETRY PEAK MANAGEMENT LLC 0 20,000 Sold Out 2019-12-31
JEFFERIES GROUP INC /DE/ 0 791,844 Sold Out 2019-12-31
Neuberger Berman Group LLC 0 70,678 Sold Out 2019-12-31
WESPAC Advisors, LLC 0 52,536 Sold Out 2019-12-31
Price Wealth Management, Inc. 0 2,100 Sold Out 2019-12-31
Hilton Capital Management, LLC 0 2,215 Sold Out 2019-12-31
Allianz Asset Management AG 0 32,949 Sold Out 2019-12-31
AMP Capital Investors Ltd 0 214,000 Sold Out 2019-12-31
Camelot Portfolios, LLC 0 7,425 Sold Out 2019-12-31
Polaris Wealth Advisers, LLC 0 193,441 Sold Out 2019-12-31
PUTNAM INVESTMENTS LLC 0 318,208 Sold Out 2019-12-31
FOUNDERS FINANCIAL SECURITIES LLC 0 10,004 Sold Out 2019-12-31
Dynamic Advisors Solutions LLC 0 55,595 Sold Out 2019-12-31
Verity Asset Management, Inc. 0 22,203 Sold Out 2019-12-31
Streettalk Advisors, LLC 0 9,944 Sold Out 2019-12-31
Strategic Wealth Advisors Group,Inc. 0 22,846 Sold Out 2019-12-31
Capital Planning Advisors, LLC 0 104 Sold Out 2019-12-31
INVESTMENT PARTNERS LTD /OH/ /ADV 0 3,365 Sold Out 2019-12-31
HRT FINANCIAL LLC 0 37,460 Sold Out 2019-12-31
HUNTINGTON ASSET ADVISORS, INC. 0 124,685 Sold Out 2019-12-31
Rampart Investment Management Company, LLC 0 4,622 Sold Out 2019-12-31
Graticule Asia Macro Advisors LLC 0 12,100 Sold Out 2019-12-31
Penserra Capital Management LLC 0 4,537 Sold Out 2019-12-31
Apertura Capital, LLC 0 5,000 Sold Out 2019-12-31
Ausdal Financial Partners, Inc. 0 3,775 Sold Out 2019-12-31
Glenview Trust Co 0 3,391 Sold Out 2019-12-31
Banco Santander, S.A. 0 5,396 Sold Out 2019-12-31
Almanack Investment Partners, LLC. 0 60,897 Sold Out 2019-12-31
Intercontinental Wealth Advisors, LLC 0 7,147 Sold Out 2019-12-31
Ballew Advisors, Inc 0 8,032 Sold Out 2019-12-31
PFG Advisors 0 3,358 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 193 Sold Out 2019-12-31
CenterStar Asset Management, LLC 0 1,400 Sold Out 2019-12-31
Athanor Capital, LP 0 525,000 Sold Out 2019-12-31
Leonard Rickey Investment Advisors P.L.L.C. 0 4,007 Sold Out 2019-12-31
D.B. Root & Company, LLC 0 3,711 Sold Out 2019-12-31
Private Capital Group, LLC 0 280 Sold Out 2019-12-31
Q3 Asset Management 0 57,607 Sold Out 2019-12-31
Strategic Wealth Partners, Ltd. 0 135 Sold Out 2019-12-31
WHITENER CAPITAL MANAGEMENT, INC. 0 1,300 Sold Out 2019-12-31
Man Group plc 0 103,015 Sold Out 2019-12-31
CX Institutional 0 61 Sold Out 2019-12-31
Truvestments Capital LLC 0 166 Sold Out 2019-12-31
KAYS FINANCIAL ADVISORY CORP /ADV 0 3,301 Sold Out 2019-12-31
Redhawk Wealth Advisors, Inc. 0 110,657 Sold Out 2019-12-31
ELEMENT POINTE ADVISORS, LLC 0 6,910 Sold Out 2019-12-31
Act Two Investors LLC 0 140,346 Sold Out 2019-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 0 491 Sold Out 2019-12-31
ExodusPoint Capital Management, LP 0 79,776 Sold Out 2019-12-31
Executive Wealth Management, LLC 0 353 Sold Out 2019-12-31
Cornerstone Wealth Group, LLC 0 102,258 Sold Out 2019-12-31
Phoenix Holdings Ltd. 0 5,146 Sold Out 2019-12-31
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