| CONSUMER DIS SS SPDR (ticker: XLY) |
|
|
|
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 |
| Moneda S.A. Administradora General de Fondos
|
114,303,252 |
8,133 |
 1,405,325% |
2020-12-31 |
| BANK OF AMERICA CORP /DE/
|
26,352,502 |
28,137,410 |
 6% |
2020-12-31 |
| MORGAN STANLEY
|
4,232,199 |
0 |
New Buy |
2020-12-31 |
| WELLS FARGO & CO/MN
|
4,178,434 |
4,338,982 |
4% |
2020-12-31 |
| UBS Group AG
|
4,078,496 |
3,364,622 |
21% |
2020-12-31 |
| JANE STREET GROUP, LLC
|
3,883,400 |
4,175,881 |
7% |
2020-12-31 |
| Susquehanna International Group, LLP
|
3,627,545 |
3,319,649 |
9% |
2020-12-31 |
| CITADEL ADVISORS LLC (Kenneth C. Griffin)
|
0 |
590,100 |
Sold Out |
2020-12-31 |
| J P MORGAN CHASE & CO
|
2,210,505 |
1,567,218 |
41% |
2020-12-31 |
| AMERIPRISE FINANCIAL INC
|
1,717,026 |
1,473,096 |
17% |
2020-12-31 |
| Janney Montgomery Scott LLC
|
1,542,965 |
967,914 |
59% |
2020-12-31 |
| TWO SIGMA ADVISERS, LLC
|
1,383,000 |
1,116,200 |
24% |
2020-12-31 |
| BB&T CORP
|
1,287,264 |
825,722 |
56% |
2020-12-31 |
| CHURCHILL MANAGEMENT GROUP /CA/
|
1,249,852 |
1,133,972 |
10% |
2020-12-31 |
| MILLENNIUM MANAGEMENT LLC
|
433,800 |
497,329 |
13% |
2020-12-31 |
| LPL Financial CORP
|
1,190,735 |
1,025,725 |
16% |
2020-12-31 |
| RAYMOND JAMES & ASSOCIATES
|
1,123,258 |
775,412 |
45% |
2020-12-31 |
| GOLDMAN SACHS GROUP INC
|
8,094 |
8,094 |
No Change |
2020-12-31 |
| CITIGROUP INC
|
1,019,818 |
501,562 |
103% |
2020-12-31 |
| Swan Wealth Advisors, Inc.
|
1,014,446 |
1,144,241 |
11% |
2020-12-31 |
| STATE STREET CORP
|
950,780 |
494,643 |
92% |
2020-12-31 |
| TWO SIGMA INVESTMENTS LLC
|
802,540 |
1,159,100 |
31% |
2020-12-31 |
| Rokos Capital Management LLP
|
791,300 |
820,000 |
4% |
2020-12-31 |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC
|
755,252 |
627,166 |
20% |
2020-12-31 |
| EXCHANGE TRADED CONCEPTS, LLC
|
748,790 |
0 |
New Buy |
2020-12-31 |
| Migdal Insurance & Financial Holdings Ltd.
|
648,645 |
657,500 |
1% |
2020-12-31 |
| WestEnd Advisors, LLC
|
612,701 |
374,621 |
64% |
2020-12-31 |
| Raymond James Financial Services Advisors, Inc.
|
594,727 |
512,269 |
16% |
2020-12-31 |
| Harel Insurance Investments & Financial Services Ltd.
|
593,452 |
591,232 |
0% |
2020-12-31 |
| Pinnacle Advisory Group, Inc.
|
562,218 |
559,332 |
1% |
2020-12-31 |
| ENVESTNET ASSET MANAGEMENT INC
|
490,684 |
481,852 |
2% |
2020-12-31 |
| Cutler Group LP
|
86,300 |
105,000 |
18% |
2020-12-31 |
| Mirae Asset Global Investments Co., Ltd.
|
461,960 |
437,150 |
6% |
2020-12-31 |
| WOLVERINE TRADING, LLC
|
455,579 |
318,300 |
43% |
2020-12-31 |
| RiverFront Investment Group, LLC
|
446,197 |
0 |
New Buy |
2020-12-31 |
| Fisher Asset Management, LLC(Kenneth L. Fisher)
|
426,594 |
388,211 |
10% |
2020-12-31 |
| COMMONWEALTH EQUITY SERVICES, LLC.
|
363,293 |
308,197 |
18% |
2020-12-31 |
| NATIXIS
|
350,007 |
0 |
New Buy |
2020-12-31 |
| US BANCORP DE
|
348,952 |
349,987 |
0% |
2020-12-31 |
| BANK OF MONTREAL /CAN/
|
344,745 |
150,045 |
130% |
2020-12-31 |
| STIFEL FINANCIAL CORP
|
660 |
660 |
No Change |
2020-12-31 |
| CREDIT SUISSE/
|
264,656 |
75,407 |
251% |
2020-12-31 |
| Qube Research & Technologies Ltd
|
246,039 |
67,071 |
267% |
2020-12-31 |
| NORTHERN TRUST CORP
|
246,001 |
251,868 |
2% |
2020-12-31 |
| Main Management ETF Advisors, LLC
|
211,470 |
212,040 |
0% |
2020-12-31 |
| OLD NATIONAL BANCORP /IN/
|
204,106 |
205,169 |
1% |
2020-12-31 |
| SG Americas Securities, LLC
|
193,586 |
128,514 |
51% |
2020-12-31 |
| HighTower Advisors, LLC
|
192,187 |
185,524 |
4% |
2020-12-31 |
| Fullerton Fund Management Co Ltd
|
181,733 |
232,757 |
22% |
2020-12-31 |
| FFCM LLC
|
179,045 |
179,174 |
0% |
2020-12-31 |
| AGF FUNDS INC
|
178,270 |
178,270 |
No Change |
2020-12-31 |
| KCM INVESTMENT ADVISORS LLC
|
173,216 |
170,754 |
1% |
2020-12-31 |
| HAP Trading, LLC
|
168,798 |
0 |
New Buy |
2020-12-31 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
116,537 |
168,763 |
31% |
2020-12-31 |
| Forward Management, LLC
|
165,426 |
355,470 |
53% |
2020-12-31 |
| MURPHY CAPITAL MANAGEMENT INC
|
164,514 |
169,824 |
3% |
2020-12-31 |
| Sumitomo Mitsui Trust Holdings, Inc.
|
161,000 |
0 |
New Buy |
2020-12-31 |
| MEITAV DASH INVESTMENTS LTD
|
155,150 |
8,787 |
1,666% |
2020-12-31 |
| Baird Financial Group, Inc.
|
2,177 |
2,177 |
No Change |
2020-12-31 |
| Capula Management Ltd
|
153,600 |
0 |
New Buy |
2020-12-31 |
| Lido Advisors, LLC
|
150,986 |
141,109 |
7% |
2020-12-31 |
| TD ASSET MANAGEMENT INC
|
150,000 |
248,000 |
40% |
2020-12-31 |
| Foundations Investment Advisors, LLC
|
148,454 |
0 |
New Buy |
2020-12-31 |
| Winton Capital Group Ltd
|
146,134 |
138,851 |
5% |
2020-12-31 |
| CHARTER TRUST CO
|
143,195 |
143,144 |
0% |
2020-12-31 |
| MML INVESTORS SERVICES, LLC
|
141,126 |
123,790 |
14% |
2020-12-31 |
| SPINNAKER TRUST
|
137,736 |
138,616 |
1% |
2020-12-31 |
| PMFM Inc.
|
135,540 |
0 |
New Buy |
2020-12-31 |
| HRT FINANCIAL LLC
|
131,735 |
0 |
New Buy |
2020-12-31 |
| Psagot Investment House Ltd.
|
129,244 |
0 |
New Buy |
2020-12-31 |
| NEVILLE RODIE & SHAW INC
|
128,687 |
125,149 |
3% |
2020-12-31 |
| Financial Network
|
126,343 |
88,323 |
43% |
2020-12-31 |
| Gladius Capital Management LP
|
116,863 |
83,448 |
40% |
2020-12-31 |
| Ensign Peak Advisors, Inc
|
113,201 |
108,943 |
4% |
2020-12-31 |
| Financial Advocates Investment Management
|
110,272 |
7,890 |
1,298% |
2020-12-31 |
| Main Management LLC
|
108,183 |
108,410 |
0% |
2020-12-31 |
| AE Wealth Management LLC
|
106,902 |
90,846 |
18% |
2020-12-31 |
| TEMASEK HOLDINGS (PRIVATE) LTD
|
106,595 |
151,680 |
30% |
2020-12-31 |
| Biltmore Wealth Management, LLC
|
104,112 |
104,573 |
0% |
2020-12-31 |
| Sawtooth Asset Management, Inc.
|
103,282 |
101,241 |
2% |
2020-12-31 |
| GM Advisory Group, Inc.
|
102,878 |
96,541 |
7% |
2020-12-31 |
| AFFINITY WEALTH MANAGEMENT
|
102,741 |
89,482 |
15% |
2020-12-31 |
| Salomon & Ludwin, LLC
|
101,902 |
108,192 |
6% |
2020-12-31 |
| Twin Tree Management, LP
|
99,902 |
0 |
New Buy |
2020-12-31 |
| GRIMES & COMPANY, INC.
|
97,666 |
55,321 |
77% |
2020-12-31 |
| Oakworth Capital, Inc.
|
95,941 |
4,511 |
2,027% |
2020-12-31 |
| BROADMARK ASSET MANAGEMENT LLC
|
95,469 |
214,263 |
55% |
2020-12-31 |
| ALPS ADVISERS INC
|
95,262 |
95,662 |
0% |
2020-12-31 |
| Baker Avenue Asset Management, LP
|
93,645 |
93,645 |
No Change |
2020-12-31 |
| Florin Court Capital LLP
|
92,200 |
60,200 |
53% |
2020-12-31 |
| Keebeck Wealth Management, LLC
|
90,646 |
91,946 |
1% |
2020-12-31 |
| Mutual Advisors, LLC
|
89,801 |
71,894 |
25% |
2020-12-31 |
| MAVEN SECURITIES Ltd
|
87,783 |
0 |
New Buy |
2020-12-31 |
| COHEN & STEERS INC
|
87,597 |
87,597 |
No Change |
2020-12-31 |
| Veritable, L.P.
|
87,161 |
91,060 |
4% |
2020-12-31 |
| QUATTRO FINANCIAL ADVISORS LLC
|
85,813 |
33,940 |
153% |
2020-12-31 |
| Rockefeller Capital Management L.P.
|
85,656 |
80,769 |
6% |
2020-12-31 |
| Ayalon Holdings Ltd.
|
85,214 |
85,509 |
0% |
2020-12-31 |
| Full Sail Capital, LLC
|
84,349 |
85,819 |
2% |
2020-12-31 |
| PUTNAM INVESTMENTS LLC
|
83,274 |
100,240 |
17% |
2020-12-31 |
| swisspartners Advisors Ltd
|
80,370 |
75,470 |
6% |
2020-12-31 |
| Amerivest Investment Management LLC
|
78,236 |
79,229 |
1% |
2020-12-31 |
| BENJAMIN F. EDWARDS & COMPANY, INC.
|
73,899 |
80,984 |
9% |
2020-12-31 |
| GeoWealth Management, LLC
|
73,843 |
12,566 |
488% |
2020-12-31 |
| Hanlon Investment Management, Inc.
|
70,152 |
80,592 |
13% |
2020-12-31 |
| Pathstone Family Office, LLC
|
69,908 |
70,540 |
1% |
2020-12-31 |
| Vestmark Advisory Solutions, Inc.
|
68,555 |
39,845 |
72% |
2020-12-31 |
| ATRIA INVESTMENTS LLC
|
65,855 |
43,655 |
51% |
2020-12-31 |
| Spectrum Management Group, Inc.
|
65,367 |
65,438 |
0% |
2020-12-31 |
| Astor Investment Management LLC
|
65,288 |
0 |
New Buy |
2020-12-31 |
| Walleye Trading LLC
|
63,772 |
4,000 |
1,494% |
2020-12-31 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
|
16,826 |
8,423 |
100% |
2020-12-31 |
| Strategic Wealth Advisors Group,Inc.
|
61,933 |
19,481 |
218% |
2020-12-31 |
| JNB Advisors LLC
|
60,214 |
63,051 |
4% |
2020-12-31 |
| WAGNER CAPITAL MANAGEMENT CORP
|
60,006 |
55,128 |
9% |
2020-12-31 |
| MT LUCAS MANAGEMENT CORP
|
59,187 |
103,052 |
43% |
2020-12-31 |
| OPPENHEIMER ASSET MANAGEMENT INC
|
0 |
1,748 |
Sold Out |
2020-12-31 |
| INNEALTA CAPITAL, LLC
|
57,123 |
56,543 |
1% |
2020-12-31 |
| Grant/GrossMendelsohn, LLC
|
56,245 |
0 |
New Buy |
2020-12-31 |
| PEAPACK GLADSTONE FINANCIAL CORP
|
55,769 |
42,416 |
31% |
2020-12-31 |
| Ascent Wealth Partners, LLC
|
55,326 |
28,817 |
92% |
2020-12-31 |
| Proquility Private Wealth Partners, LLC
|
53,855 |
0 |
New Buy |
2020-12-31 |
| Kestra Advisory Services, LLC
|
53,762 |
15,332 |
251% |
2020-12-31 |
| BBVA USA BANCSHARES INC
|
53,585 |
12,198 |
339% |
2020-12-31 |
| Capital Financial Planning, LLC
|
53,552 |
50,430 |
6% |
2020-12-31 |
| BRAVE ASSET MANAGEMENT INC
|
52,112 |
51,809 |
1% |
2020-12-31 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
51,537 |
0 |
New Buy |
2020-12-31 |
| TWO SIGMA SECURITIES, LLC
|
0 |
43,600 |
Sold Out |
2020-12-31 |
| Renaissance Technologies(Jim Simons)
|
50,909 |
58,700 |
13% |
2020-12-31 |
| Equitable Holdings, Inc.
|
50,849 |
39,066 |
30% |
2020-12-31 |
| BARCLAYS PLC
|
0 |
19,000 |
Sold Out |
2020-12-31 |
| Stillwater Capital Advisors, LLC
|
49,459 |
48,779 |
1% |
2020-12-31 |
| CX Institutional
|
48,845 |
57,052 |
14% |
2020-12-31 |
| Kore Private Wealth LLC
|
48,552 |
39,153 |
24% |
2020-12-31 |
| CWM, LLC
|
48,510 |
51,376 |
6% |
2020-12-31 |
| HARRELL INVESTMENT PARTNERS, LLC
|
47,932 |
31,092 |
54% |
2020-12-31 |
| Sigma Planning Corp
|
47,703 |
33,559 |
42% |
2020-12-31 |
| Green Harvest Asset Management LLC
|
17,117 |
0 |
New Buy |
2020-12-31 |
| Financial Enhancement Group LLC
|
47,265 |
0 |
New Buy |
2020-12-31 |
| USCA RIA LLC
|
46,206 |
24,438 |
89% |
2020-12-31 |
| Rye Brook Capital LLC
|
45,900 |
0 |
New Buy |
2020-12-31 |
| Beaumont Capital Management, LLC
|
45,880 |
0 |
New Buy |
2020-12-31 |
| NOVARE CAPITAL MANAGEMENT LLC
|
45,160 |
46,975 |
4% |
2020-12-31 |
| Steward Partners Investment Advisory, LLC
|
45,018 |
46,159 |
2% |
2020-12-31 |
| Symmetry Partner, LLC
|
44,961 |
19,728 |
128% |
2020-12-31 |
| Ten Capital Wealth Advisors, LLC
|
43,362 |
43,623 |
1% |
2020-12-31 |
| COUNTRY TRUST BANK
|
43,295 |
0 |
New Buy |
2020-12-31 |
| Gerber Kawasaki Wealth & Investment Management
|
42,992 |
41,781 |
3% |
2020-12-31 |
| Aspire Private Capital, LLC
|
42,156 |
20,702 |
104% |
2020-12-31 |
| ATTICUS WEALTH MANAGEMENT, LLC
|
42,142 |
40,394 |
4% |
2020-12-31 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
41,475 |
40,525 |
2% |
2020-12-31 |
| Keebeck Alpha, LP
|
41,291 |
14,777 |
179% |
2020-12-31 |
| ExodusPoint Capital Management, LP
|
40,771 |
0 |
New Buy |
2020-12-31 |
| FCA CORP /TX
|
40,747 |
40,769 |
0% |
2020-12-31 |
| Capital Investment Advisors, LLC
|
40,585 |
40,916 |
1% |
2020-12-31 |
| SUNRISE PARTNERS LLC /CT
|
39,867 |
59,045 |
32% |
2020-12-31 |
| FIRST MERCHANTS CORP
|
39,467 |
36,363 |
9% |
2020-12-31 |
| Sandy Spring Bank
|
38,832 |
41,768 |
7% |
2020-12-31 |
| Advisory Alpha, LLC
|
38,750 |
870 |
4,354% |
2020-12-31 |
| Ciovacco Capital Management LLC
|
38,120 |
0 |
New Buy |
2020-12-31 |
| FMR LLC
|
4 |
226 |
98% |
2020-12-31 |
| Orion Portfolio Solutions, LLC
|
37,479 |
38,749 |
3% |
2020-12-31 |
| Multi-Financial Securities Corp
|
37,314 |
23,535 |
59% |
2020-12-31 |
| CENTAURUS FINANCIAL, INC.
|
36,775 |
36,272 |
1% |
2020-12-31 |
| Bank of New York Mellon CORP
|
36,281 |
34,737 |
4% |
2020-12-31 |
| Friedenthal Financial
|
35,102 |
0 |
New Buy |
2020-12-31 |
| Evolution Wealth Advisors, LLC
|
35,018 |
33,276 |
5% |
2020-12-31 |
| Cetera Investment Advisers
|
34,861 |
10,056 |
247% |
2020-12-31 |
| FIRST MIDWEST BANK TRUST DIVISION
|
34,582 |
35,068 |
1% |
2020-12-31 |
| STRATEGIC WEALTH MANAGEMENT INC /ADV
|
34,503 |
37,926 |
9% |
2020-12-31 |
| UNITED CAPITAL FINANCIAL ADVISERS,INC.
|
34,112 |
96,019 |
64% |
2020-12-31 |
| Edgestream Partners, L.P.
|
33,970 |
0 |
New Buy |
2020-12-31 |
| PINNACLE ASSOCIATES LTD
|
33,610 |
33,501 |
0% |
2020-12-31 |
| Callan Capital, LLC
|
33,533 |
38,090 |
12% |
2020-12-31 |
| BCJ Capital Management, LLC
|
33,498 |
37,617 |
11% |
2020-12-31 |
| TOTH FINANCIAL ADVISORY CORP
|
33,463 |
32,977 |
1% |
2020-12-31 |
| Arrow Investment Advisors, LLC
|
33,440 |
52,317 |
36% |
2020-12-31 |
| Creative Planning
|
32,895 |
29,092 |
13% |
2020-12-31 |
| SkyOak Wealt, LLC
|
32,751 |
22,682 |
44% |
2020-12-31 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA
|
32,510 |
31,965 |
2% |
2020-12-31 |
| Diversified, LLC
|
32,498 |
0 |
New Buy |
2020-12-31 |
| EP Wealth Advisors, Inc.
|
32,220 |
33,983 |
5% |
2020-12-31 |
| Capital Planning Advisors, LLC
|
32,141 |
33,067 |
3% |
2020-12-31 |
| SCHMEIDLER A R & CO INC
|
32,029 |
29,110 |
10% |
2020-12-31 |
| KEYBANK NATIONAL ASSOCIATION/OH
|
31,559 |
30,910 |
2% |
2020-12-31 |
| Trust Co
|
31,329 |
25,686 |
22% |
2020-12-31 |
| CFG Asset Management LLC
|
31,209 |
27,463 |
14% |
2020-12-31 |
| Redhawk Wealth Advisors, Inc.
|
31,189 |
29,844 |
5% |
2020-12-31 |
| OPPENHEIMER & CO INC
|
30,909 |
31,218 |
1% |
2020-12-31 |
| FINANCIAL COUNSELORS INC
|
30,685 |
30,721 |
0% |
2020-12-31 |
| BANK HAPOALIM BM
|
30,650 |
27,637 |
11% |
2020-12-31 |
| Camarda Financial Advisors, LLC
|
30,398 |
0 |
New Buy |
2020-12-31 |
| NOMURA HOLDINGS INC
|
30,000 |
156,800 |
81% |
2020-12-31 |
| Segment Wealth Management, LLC
|
29,953 |
29,248 |
2% |
2020-12-31 |
| Anfield Capital Management, LLC
|
0 |
5,447 |
Sold Out |
2020-12-31 |
| United Asset Strategies, Inc.
|
29,487 |
31,024 |
5% |
2020-12-31 |
| J. Goldman & Co LP
|
27,952 |
0 |
New Buy |
2020-12-31 |
| FIL Ltd
|
27,749 |
33,074 |
16% |
2020-12-31 |
| CIBC World Markets Inc.
|
27,747 |
27,546 |
1% |
2020-12-31 |
| FIFTH THIRD BANCORP
|
27,449 |
28,102 |
2% |
2020-12-31 |
| FIRST INTERSTATE BANK
|
27,400 |
27,002 |
1% |
2020-12-31 |
| Emerald Investment Partners, LLC
|
27,290 |
473 |
5,670% |
2020-12-31 |
| STEPHENS INC /AR/
|
27,074 |
24,162 |
12% |
2020-12-31 |
| Bartlett & Co. LLC
|
27,031 |
0 |
New Buy |
2020-12-31 |
| ASSOCIATED BANC-CORP
|
26,848 |
27,469 |
2% |
2020-12-31 |
| Advisory Services Network, LLC
|
26,826 |
26,826 |
No Change |
2020-12-31 |
| ALPINE WOODS CAPITAL INVESTORS, LLC
|
26,500 |
26,500 |
No Change |
2020-12-31 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC
|
25,678 |
27,949 |
8% |
2020-12-31 |
| Cribstone Capital Management, LLC
|
25,582 |
24,673 |
4% |
2020-12-31 |
| Engrave Wealth Partners LLC
|
25,468 |
24,138 |
6% |
2020-12-31 |
| Granite Investment Advisors, Inc.
|
24,880 |
25,693 |
3% |
2020-12-31 |
| IHT Wealth Management, LLC
|
24,383 |
22,683 |
7% |
2020-12-31 |
| Jackson, Grant Investment Advisers, Inc.
|
23,938 |
25,659 |
7% |
2020-12-31 |
| Prospera Financial Services
|
23,414 |
13,409 |
75% |
2020-12-31 |
| TIAA, FSB
|
193 |
193 |
No Change |
2020-12-31 |
| BLAIR WILLIAM & CO/IL
|
23,182 |
18,009 |
29% |
2020-12-31 |
| BRANDYWINE OAK PRIVATE WEALTH LLC
|
23,083 |
23,258 |
1% |
2020-12-31 |
| TRANSCEND WEALTH COLLECTIVE, LLC
|
22,942 |
30,874 |
26% |
2020-12-31 |
| Pinz Capital Management, LP
|
22,900 |
0 |
New Buy |
2020-12-31 |
| Ledyard National Bank
|
22,859 |
26,550 |
14% |
2020-12-31 |
| TRUST CO OF VIRGINIA /VA
|
22,651 |
22,564 |
0% |
2020-12-31 |
| Krilogy Financial LLC
|
22,550 |
22,662 |
0% |
2020-12-31 |
| HSBC HOLDINGS PLC
|
0 |
22,632 |
Sold Out |
2020-12-31 |
| BTG Pactual Global Asset Management Ltd
|
22,500 |
0 |
New Buy |
2020-12-31 |
| GLENMEDE TRUST CO NA
|
22,429 |
23,791 |
6% |
2020-12-31 |
| Mariner Wealth Advisors, LLC
|
21,654 |
20,794 |
4% |
2020-12-31 |
| CAPITAL INSIGHT PARTNERS, LLC
|
21,452 |
22,218 |
3% |
2020-12-31 |
| FLOW TRADERS U.S. LLC
|
21,265 |
26,260 |
19% |
2020-12-31 |
| TrinityPoint Wealth, LLC
|
20,809 |
12,402 |
68% |
2020-12-31 |
| Stratos Wealth Partners, LTD.
|
20,795 |
21,628 |
4% |
2020-12-31 |
| Robertson Stephens Wealth Management, LLC
|
20,758 |
19,905 |
4% |
2020-12-31 |
| Cadent Capital Advisors, LLC
|
20,719 |
0 |
New Buy |
2020-12-31 |
| Providence First Trust Co
|
20,140 |
7,022 |
187% |
2020-12-31 |
| Venturi Wealth Management, LLC
|
19,996 |
26,893 |
26% |
2020-12-31 |
| Stonebridge Financial Planning Group, LLC
|
19,854 |
19,964 |
1% |
2020-12-31 |
| Bay Rivers Group
|
19,691 |
19,745 |
0% |
2020-12-31 |
| Centennial Wealth Advisory LLC
|
19,691 |
0 |
New Buy |
2020-12-31 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
|
19,420 |
18,724 |
4% |
2020-12-31 |
| Tamar Securities, LLC
|
19,387 |
20,128 |
4% |
2020-12-31 |
| GREAT VALLEY ADVISOR GROUP, INC.
|
19,254 |
17,784 |
8% |
2020-12-31 |
| Tower Research Capital LLC
|
1,152 |
54 |
2,033% |
2020-12-31 |
| TOCQUEVILLE ASSET MANAGEMENT LP
|
19,165 |
19,150 |
0% |
2020-12-31 |
| GAMCO INVESTORS, INC. ET AL
|
19,000 |
19,000 |
No Change |
2020-12-31 |
| J.W. COLE ADVISORS, INC.
|
18,955 |
9,545 |
99% |
2020-12-31 |
| AMG National Trust Bank
|
18,769 |
19,190 |
2% |
2020-12-31 |
| Heartwood Wealth Advisors LLC
|
18,463 |
19,096 |
3% |
2020-12-31 |
| Bellwether Advisors, LLC
|
18,310 |
0 |
New Buy |
2020-12-31 |
| BKD Wealth Advisors, LLC
|
18,288 |
18,695 |
2% |
2020-12-31 |
| Simmons Bank
|
18,245 |
18,210 |
0% |
2020-12-31 |
| WAYNE HUMMER ASSET MANAGEMENT CO
|
18,111 |
18,449 |
2% |
2020-12-31 |
| 55I, LLC
|
18,038 |
19,551 |
8% |
2020-12-31 |
| Wunderlich Securities, Inc.
|
18,029 |
18,123 |
1% |
2020-12-31 |
| CENTRAL BANK & TRUST CO
|
17,665 |
17,784 |
1% |
2020-12-31 |
| Mathes Company, Inc.
|
17,300 |
17,300 |
No Change |
2020-12-31 |
| Atom Investors LP
|
17,162 |
0 |
New Buy |
2020-12-31 |
| F3Logic, LLC
|
17,116 |
16,527 |
4% |
2020-12-31 |
| Choate Investment Advisors
|
16,629 |
16,109 |
3% |
2020-12-31 |
| Brookstone Capital Management
|
16,514 |
36,425 |
55% |
2020-12-31 |
| Bruderman Asset Management, LLC
|
16,493 |
11,756 |
40% |
2020-12-31 |
| Ariel Capital Advisors, LLC
|
16,124 |
15,449 |
4% |
2020-12-31 |
| CHEMUNG CANAL TRUST CO
|
15,793 |
18,872 |
16% |
2020-12-31 |
| Royal Harbor Partners, LLC
|
15,768 |
17,074 |
8% |
2020-12-31 |
| Strategic Wealth Designers
|
15,768 |
0 |
New Buy |
2020-12-31 |
| Marquette Asset Management Inc.
|
15,400 |
14,500 |
6% |
2020-12-31 |
| FormulaFolio Investments, LLC
|
15,331 |
0 |
New Buy |
2020-12-31 |
| Sabal Trust CO
|
0 |
14,423 |
Sold Out |
2020-12-31 |
| Boltwood Capital Management
|
14,880 |
15,680 |
5% |
2020-12-31 |
| Constitution Capital LLC
|
14,853 |
0 |
New Buy |
2020-12-31 |
| Sowell Financial Services LLC
|
14,776 |
15,488 |
5% |
2020-12-31 |
| COMMERCE BANK N A/MO
|
14,674 |
14,441 |
2% |
2020-12-31 |
| Black Swift Group, LLC
|
14,500 |
0 |
New Buy |
2020-12-31 |
| 1607 Capital Partners, LLC
|
14,400 |
0 |
New Buy |
2020-12-31 |
| Carnegie Capital Asset Management, LLC
|
14,382 |
13,672 |
5% |
2020-12-31 |
| Goss Wealth Management LLC
|
14,257 |
6,409 |
122% |
2020-12-31 |
| PROFFITT & GOODSON INC
|
14,232 |
14,815 |
4% |
2020-12-31 |
| Winfield Associates, Inc.
|
14,070 |
16,385 |
14% |
2020-12-31 |
| Bangor Savings Bank
|
14,062 |
17,771 |
21% |
2020-12-31 |
| First National Bank of Hutchinson
|
13,738 |
0 |
New Buy |
2020-12-31 |
| Dorsey Wright & Associates
|
13,797 |
14,859 |
7% |
2020-12-31 |
| PARAMETRIC PORTFOLIO ASSOCIATES
|
13,796 |
13,685 |
1% |
2020-12-31 |
| National Asset Management, Inc.
|
13,764 |
18,961 |
27% |
2020-12-31 |
| Windsor Capital Management, LLC
|
13,629 |
13,774 |
1% |
2020-12-31 |
| CITY HOLDING CO
|
13,393 |
6,953 |
93% |
2020-12-31 |
| SVA Plumb Wealth Management, LLC
|
13,329 |
14,408 |
7% |
2020-12-31 |
| IEQ CAPITAL, LLC
|
13,200 |
2,495 |
429% |
2020-12-31 |
| LUCAS CAPITAL MANAGEMENT
|
13,057 |
0 |
New Buy |
2020-12-31 |
| Loveless Wealth Management LLC
|
12,952 |
11,777 |
10% |
2020-12-31 |
| AMERITAS INVESTMENT CORP
|
12,951 |
4,235 |
206% |
2020-12-31 |
| BP WEALTH MANAGEMENT, LLC
|
12,870 |
12,710 |
1% |
2020-12-31 |
| Altshuler Shaham Ltd
|
12,837 |
9,288 |
38% |
2020-12-31 |
| Hall Kathryn A.
|
12,662 |
13,232 |
4% |
2020-12-31 |
| Laidlaw Wealth Management LLC
|
12,417 |
5,411 |
129% |
2020-12-31 |
| Bank of Marin
|
12,255 |
12,109 |
1% |
2020-12-31 |
| CADINHA & CO LLC
|
12,100 |
13,515 |
10% |
2020-12-31 |
| Independent Order of Foresters
|
11,890 |
11,890 |
No Change |
2020-12-31 |
| Meridian Wealth Management, LLC
|
11,764 |
0 |
New Buy |
2020-12-31 |
| JOHNSON INVESTMENT COUNSEL INC
|
11,734 |
11,763 |
0% |
2020-12-31 |
| NBT BANK N A /NY
|
11,624 |
11,974 |
3% |
2020-12-31 |
| H D Vest Advisory Services
|
11,598 |
44,015 |
74% |
2020-12-31 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC
|
11,509 |
11,703 |
2% |
2020-12-31 |
| TCF National Bank
|
11,437 |
11,222 |
2% |
2020-12-31 |
| Cornerstone Wealth Group, LLC
|
11,423 |
0 |
New Buy |
2020-12-31 |
| REGIONS FINANCIAL CORP
|
11,412 |
0 |
New Buy |
2020-12-31 |
| Atlanta Capital Group
|
0 |
11,417 |
Sold Out |
2020-12-31 |
| Mount Yale Investment Advisors, LLC
|
11,232 |
11,613 |
3% |
2020-12-31 |
| Gyroscope Capital Management Group, LLC
|
11,199 |
11,580 |
3% |
2020-12-31 |
| Nelson Roberts Investment Advisors, LLC
|
11,153 |
17,238 |
35% |
2020-12-31 |
| CYPRESS CAPITAL MANAGEMENT LLC
|
11,143 |
11,258 |
1% |
2020-12-31 |
| Chesapeake Wealth Management
|
11,017 |
11,086 |
1% |
2020-12-31 |
| Soltis Investment Advisors LLC
|
10,992 |
14,052 |
22% |
2020-12-31 |
| Susquehanna International Group Ltd.
|
10,892 |
0 |
New Buy |
2020-12-31 |
| PROEQUITIES, INC.
|
10,552 |
9,677 |
9% |
2020-12-31 |
| XR Securities LLC
|
10,409 |
0 |
New Buy |
2020-12-31 |
| Jaffetilchin Investment Partners, LLC
|
10,385 |
9,722 |
7% |
2020-12-31 |
| Integrated Wealth Concepts LLC
|
10,372 |
8,716 |
19% |
2020-12-31 |
| Private Wealth Advisors, LLC
|
10,371 |
10,352 |
0% |
2020-12-31 |
| Beaumont Financial Partners, LLC
|
10,329 |
6,179 |
67% |
2020-12-31 |
| Budros, Ruhlin & Roe, Inc.
|
10,289 |
9,529 |
8% |
2020-12-31 |
| CAPROCK Group, Inc.
|
10,274 |
10,718 |
4% |
2020-12-31 |
| St. Johns Investment Management Company, LLC
|
10,273 |
10,036 |
2% |
2020-12-31 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV
|
10,239 |
9,278 |
10% |
2020-12-31 |
| SPRINGBOK CAPITAL MANAGEMENT, LLC
|
10,200 |
2,200 |
364% |
2020-12-31 |
| D.B. Root & Company, LLC
|
10,161 |
10,336 |
2% |
2020-12-31 |
| Donald L. Hagan, LLC
|
10,145 |
11,935 |
15% |
2020-12-31 |
| Csenge Advisory Group
|
10,046 |
8,292 |
21% |
2020-12-31 |
| Shulman DeMeo Asset Management LLC
|
10,045 |
1,442 |
597% |
2020-12-31 |
| IFP Advisors, Inc
|
9,985 |
0 |
New Buy |
2020-12-31 |
| SCOTIA CAPITAL INC.
|
9,951 |
8,471 |
17% |
2020-12-31 |
| VAUGHAN DAVID INVESTMENTS INC/IL
|
9,882 |
9,882 |
No Change |
2020-12-31 |
| TRUE Private Wealth Advisors
|
9,818 |
9,358 |
5% |
2020-12-31 |
| Canton Hathaway, LLC
|
9,721 |
0 |
New Buy |
2020-12-31 |
| RiverGlades Family Offices LLC
|
9,661 |
9,491 |
2% |
2020-12-31 |
| Strategic Advisors LLC
|
9,651 |
6,794 |
42% |
2020-12-31 |
| NAVELLIER & ASSOCIATES INC
|
9,574 |
10,195 |
6% |
2020-12-31 |
| Abbot Financial Management, Inc.
|
9,530 |
9,530 |
No Change |
2020-12-31 |
| GYL FINANCIAL SYNERGIES, LLC
|
9,369 |
8,982 |
4% |
2020-12-31 |
| PLIMOTH TRUST CO LLC
|
9,336 |
9,488 |
2% |
2020-12-31 |
| PRUDENTIAL FINANCIAL INC
|
9,261 |
4,150 |
123% |
2020-12-31 |
| CAPTRUST FINANCIAL ADVISORS
|
9,091 |
3,359 |
171% |
2020-12-31 |
| Montecito Bank & Trust
|
9,051 |
9,101 |
1% |
2020-12-31 |
| Terra Nova Asset Management LLC
|
9,021 |
0 |
New Buy |
2020-12-31 |
| ARISTEIA CAPITAL LLC
|
9,000 |
9,000 |
No Change |
2020-12-31 |
| Secure Asset Management, LLC
|
8,909 |
8,667 |
3% |
2020-12-31 |
| HOWARD CAPITAL MANAGEMENT
|
8,886 |
0 |
New Buy |
2020-12-31 |
| Valeo Financial Advisors, LLC
|
8,829 |
10,082 |
12% |
2020-12-31 |
| Belpointe Asset Management LLC
|
8,813 |
0 |
New Buy |
2020-12-31 |
| Kovack Advisors, Inc.
|
8,643 |
8,335 |
4% |
2020-12-31 |
| Puplava Financial Services, Inc.
|
8,621 |
8,120 |
6% |
2020-12-31 |
| FENIMORE ASSET MANAGEMENT INC
|
8,576 |
8,576 |
No Change |
2020-12-31 |
| PARK AVENUE SECURITIES LLC
|
8,565 |
7,734 |
11% |
2020-12-31 |
| Cooper Financial Group
|
8,539 |
0 |
New Buy |
2020-12-31 |
| Capital Advisors, Ltd. LLC
|
8,515 |
8,515 |
No Change |
2020-12-31 |
| FIRST NATIONAL TRUST CO
|
8,337 |
8,647 |
4% |
2020-12-31 |
| LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC
|
8,310 |
7,976 |
4% |
2020-12-31 |
| Country Club Trust Company, n.a.
|
8,260 |
8,655 |
5% |
2020-12-31 |
| M&T BANK CORP
|
8,230 |
7,122 |
16% |
2020-12-31 |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC
|
8,035 |
7,800 |
3% |
2020-12-31 |
| Fieldpoint Private Securities, LLC
|
8,035 |
0 |
New Buy |
2020-12-31 |
| Parallel Advisors, LLC
|
8,012 |
0 |
New Buy |
2020-12-31 |
| 6 Meridian
|
7,974 |
12,082 |
34% |
2020-12-31 |
| Dynamic Advisors Solutions LLC
|
7,898 |
8,880 |
11% |
2020-12-31 |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
|
7,874 |
6,761 |
16% |
2020-12-31 |
| Stockman Asset Management
|
7,824 |
7,492 |
4% |
2020-12-31 |
| BABSON CAPITAL MANAGEMENT LLC
|
7,818 |
0 |
New Buy |
2020-12-31 |
| SYNOVUS FINANCIAL CORP
|
7,747 |
7,746 |
0% |
2020-12-31 |
| Voya Financial Advisors, Inc.
|
7,730 |
14,895 |
48% |
2020-12-31 |
| ARROW FINANCIAL CORP
|
0 |
5,826 |
Sold Out |
2020-12-31 |
| Farmers & Merchants Trust Co of Chambersburg PA
|
7,670 |
200 |
3,735% |
2020-12-31 |
| Steel Peak Wealth Management LLC
|
7,612 |
7,270 |
5% |
2020-12-31 |
| Bank Julius Baer & Co. Ltd, Zurich
|
7,565 |
3,028 |
150% |
2020-12-31 |
| Change Path, LLC
|
2,454 |
0 |
New Buy |
2020-12-31 |
| Strategic Investment Advisors / MI
|
7,456 |
3,700 |
102% |
2020-12-31 |
| AMERICAN CENTURY COMPANIES INC
|
7,449 |
7,751 |
4% |
2020-12-31 |
| RAYMOND JAMES TRUST CO
|
7,411 |
5,339 |
39% |
2020-12-31 |
| Bristlecone Advisors, LLC
|
7,330 |
6,845 |
7% |
2020-12-31 |
| MITCHELL SINKLER & STARR/PA
|
7,270 |
2,990 |
143% |
2020-12-31 |
| PERSONAL CFO SOLUTIONS, LLC
|
7,228 |
7,312 |
1% |
2020-12-31 |
| Allred Capital Management, LLC
|
7,102 |
7,159 |
1% |
2020-12-31 |
| Galvin, Gaustad & Stein, LLC
|
7,087 |
0 |
New Buy |
2020-12-31 |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC
|
7,069 |
0 |
New Buy |
2020-12-31 |
| Aveo Capital Partners, LLC
|
7,021 |
5,934 |
18% |
2020-12-31 |
| Evercore Wealth Management, LLC
|
7,000 |
7,107 |
2% |
2020-12-31 |
| KANAWHA CAPITAL MANAGEMENT LLC
|
6,999 |
7,010 |
0% |
2020-12-31 |
| LifePro Asset Management
|
6,956 |
0 |
New Buy |
2020-12-31 |
| Rehmann Capital Advisory Group
|
6,885 |
6,557 |
5% |
2020-12-31 |
| Institute for Wealth Management, LLC.
|
6,761 |
6,285 |
8% |
2020-12-31 |
| Summit Place Financial Advisors, LLC
|
6,735 |
0 |
New Buy |
2020-12-31 |
| Source Financial Advisors LLC
|
6,706 |
0 |
New Buy |
2020-12-31 |
| Kingsview Wealth Management, LLC
|
6,704 |
6,083 |
10% |
2020-12-31 |
| NOMURA ASSET MANAGEMENT CO LTD
|
6,600 |
4,100 |
61% |
2020-12-31 |
| People's United Financial, Inc.
|
6,579 |
6,622 |
1% |
2020-12-31 |
| Shepherd Financial Partners LLC
|
6,572 |
6,446 |
2% |
2020-12-31 |
| San Luis Wealth Advisors LLC
|
6,560 |
0 |
New Buy |
2020-12-31 |
| Atlantic Trust Group, LLC
|
6,525 |
0 |
New Buy |
2020-12-31 |
| Optas, LLC
|
6,426 |
6,426 |
No Change |
2020-12-31 |
| CAPITAL ONE FINANCIAL CORP
|
6,345 |
8,755 |
28% |
2020-12-31 |
| KESTRA PRIVATE WEALTH SERVICES, LLC
|
6,318 |
0 |
New Buy |
2020-12-31 |
| Arete Wealth Advisors, LLC
|
6,302 |
0 |
New Buy |
2020-12-31 |
| Financial Architects, Inc
|
6,257 |
2,113 |
196% |
2020-12-31 |
| IFG Advisory, LLC
|
6,248 |
6,337 |
1% |
2020-12-31 |
| Grassi Investment Management
|
6,215 |
6,010 |
3% |
2020-12-31 |
| TOMPKINS FINANCIAL CORP
|
6,138 |
617 |
895% |
2020-12-31 |
| Arkadios Wealth Advisors
|
6,137 |
533 |
1,051% |
2020-12-31 |
| Western Wealth Management, LLC
|
6,129 |
5,272 |
16% |
2020-12-31 |
| Strategic Financial Group, LLC
|
6,102 |
4,021 |
52% |
2020-12-31 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
|
6,084 |
2,232 |
173% |
2020-12-31 |
| Krasney Financial LLC
|
6,049 |
5,654 |
7% |
2020-12-31 |
| DEUTSCHE BANK AG
|
6,047 |
2,741 |
121% |
2020-12-31 |
| Cresset Asset Management, LLC
|
6,031 |
5,360 |
13% |
2020-12-31 |
| FLAGSHIP HARBOR ADVISORS, LLC
|
5,962 |
3,763 |
58% |
2020-12-31 |
| Golden State Wealth Management, LLC
|
5,904 |
6,022 |
2% |
2020-12-31 |
| Beacon Pointe Advisors, LLC
|
5,872 |
6,078 |
3% |
2020-12-31 |
| Berson & Corrado Investment Advisors, LLC
|
5,844 |
5,686 |
3% |
2020-12-31 |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
|
5,833 |
7,512 |
22% |
2020-12-31 |
| Dorsey & Whitney Trust CO LLC
|
5,824 |
5,824 |
No Change |
2020-12-31 |
| Accuvest Global Advisors
|
5,815 |
4,454 |
31% |
2020-12-31 |
| qPULA Trading Management LP
|
5,800 |
0 |
New Buy |
2020-12-31 |
| California Capital Advisors, Inc.
|
5,782 |
8,159 |
29% |
2020-12-31 |
| Madden Advisory Services, Inc.
|
5,757 |
5,931 |
3% |
2020-12-31 |
| WHITTIER TRUST CO OF NEVADA INC
|
5,685 |
5,691 |
0% |
2020-12-31 |
| EPG Wealth Management LLC
|
5,659 |
5,855 |
3% |
2020-12-31 |
| Titus Wealth Management
|
5,630 |
5,620 |
0% |
2020-12-31 |
| MAI Wealth Advisors
|
5,457 |
0 |
New Buy |
2020-12-31 |
| Fulcrum Equity Management
|
5,415 |
6,075 |
11% |
2020-12-31 |
| Family Firm, Inc.
|
5,334 |
5,329 |
0% |
2020-12-31 |
| CHILTON CAPITAL MANAGEMENT LLC
|
5,316 |
5,317 |
0% |
2020-12-31 |
| Avitas Wealth Management LLC
|
5,298 |
5,356 |
1% |
2020-12-31 |
| DAVIDSON D A & CO
|
5,278 |
4,784 |
10% |
2020-12-31 |
| TNB Financial
|
5,239 |
5,495 |
5% |
2020-12-31 |
| LEVEL FOUR ADVISORY SERVICES, LLC
|
5,236 |
4,096 |
28% |
2020-12-31 |
| Beacon Financial Advisory LLC
|
5,236 |
4,569 |
15% |
2020-12-31 |
| GREENLEAF TRUST
|
5,234 |
4,708 |
11% |
2020-12-31 |
| Purus Wealth Management, LLC
|
5,232 |
0 |
New Buy |
2020-12-31 |
| BROWN ADVISORY HOLDINGS INC
|
0 |
2,945 |
Sold Out |
2020-12-31 |
| WEDBUSH MORGAN SECURITIES INC
|
5,200 |
6,176 |
16% |
2020-12-31 |
| HBW Advisory Services LLC
|
5,146 |
5,087 |
1% |
2020-12-31 |
| Mattern Wealth Management LLC
|
5,129 |
5,332 |
4% |
2020-12-31 |
| Ironwood Wealth Management, llc
|
5,090 |
5,181 |
2% |
2020-12-31 |
| Archford Capital Strategies, LLC
|
5,047 |
5,526 |
9% |
2020-12-31 |
| Ergoteles LLC
|
5,032 |
0 |
New Buy |
2020-12-31 |
| BAILARD, INC.
|
4,979 |
4,831 |
3% |
2020-12-31 |
| GPM Growth Investors, Inc.
|
4,939 |
4,975 |
1% |
2020-12-31 |
| HUNTINGTON NATIONAL BANK
|
4,927 |
4,745 |
4% |
2020-12-31 |
| High Falls Advisors, Inc
|
4,925 |
0 |
New Buy |
2020-12-31 |
| Frisch Financial Group, Inc.
|
4,899 |
4,891 |
0% |
2020-12-31 |
| PineBridge Investments Ltd
|
4,800 |
4,800 |
No Change |
2020-12-31 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
|
4,790 |
4,851 |
1% |
2020-12-31 |
| FDx Advisors, Inc.
|
4,761 |
53,272 |
91% |
2020-12-31 |
| Blue Chip Partners, Inc.
|
4,754 |
0 |
New Buy |
2020-12-31 |
| WHITTIER TRUST CO
|
4,746 |
4,685 |
1% |
2020-12-31 |
| Butler Wick Trust CO
|
4,736 |
4,736 |
No Change |
2020-12-31 |
| RMB Capital Management, LLC
|
4,735 |
5,335 |
11% |
2020-12-31 |
| FIRST UNITED BANK TRUST/
|
4,715 |
6,875 |
31% |
2020-12-31 |
| Lumature Wealth Partners, LLC
|
4,700 |
0 |
New Buy |
2020-12-31 |
| Bernardo Wealth Planning LLC
|
4,696 |
3,814 |
23% |
2020-12-31 |
| 9258 Wealth Management, LLC
|
4,683 |
3,264 |
43% |
2020-12-31 |
| MMA ASSET MANAGEMENT LLC
|
4,646 |
0 |
New Buy |
2020-12-31 |
| Sheaff Brock Investment Advisors, LLC
|
4,623 |
3,593 |
29% |
2020-12-31 |
| Valmark Advisers, Inc.
|
4,611 |
3,604 |
28% |
2020-12-31 |
| UNIONBANCAL CORP
|
4,576 |
4,576 |
No Change |
2020-12-31 |
| Endurance Wealth Management, Inc.
|
4,571 |
4,108 |
11% |
2020-12-31 |
| DONALDSON CAPITAL MANAGEMENT, LLC
|
4,552 |
0 |
New Buy |
2020-12-31 |
| HoyleCohen, LLC
|
4,537 |
2,771 |
64% |
2020-12-31 |
| Clear Creek Financial Management, LLC
|
4,529 |
0 |
New Buy |
2020-12-31 |
| Smith, Salley & Associates
|
4,527 |
4,382 |
3% |
2020-12-31 |
| E&G Advisors, LP
|
4,409 |
3,939 |
12% |
2020-12-31 |
| Toroso Investments, LLC
|
4,370 |
3,856 |
13% |
2020-12-31 |
| Global Retirement Partners, LLC
|
4,319 |
4,240 |
2% |
2020-12-31 |
| First Heartland Consultants, Inc.
|
4,305 |
4,658 |
8% |
2020-12-31 |
| Trellis Advisors, LLC
|
4,233 |
4,233 |
No Change |
2020-12-31 |
| MISSION CREEK CAPITAL PARTNERS, INC
|
4,231 |
4,020 |
5% |
2020-12-31 |
| AdvisorNet Financial, Inc
|
4,220 |
5,130 |
18% |
2020-12-31 |
| Bay Harbor Wealth Management, LLC
|
4,216 |
2,971 |
42% |
2020-12-31 |
| CPCM, LLC
|
4,211 |
3,725 |
13% |
2020-12-31 |
| Prestige Wealth Management Group LLC
|
4,114 |
468 |
779% |
2020-12-31 |
| Birchcreek Wealth Management, LLC
|
4,100 |
0 |
New Buy |
2020-12-31 |
| COLONY GROUP LLC
|
4,086 |
4,302 |
5% |
2020-12-31 |
| LINCOLN NATIONAL CORP
|
4,044 |
9,565 |
58% |
2020-12-31 |
| Pacific Wealth Strategies Group, Inc.
|
4,040 |
4,040 |
No Change |
2020-12-31 |
| Vishria Bird Financial Group, LLC
|
4,030 |
4,030 |
No Change |
2020-12-31 |
| Livingston Group Asset Management CO (operating as Southport Capital Management)
|
4,011 |
4,630 |
13% |
2020-12-31 |
| VISTA INVESTMENT MANAGEMENT
|
4,004 |
4,529 |
12% |
2020-12-31 |
| Jacobi Capital Management LLC
|
3,984 |
4,013 |
1% |
2020-12-31 |
| Hilltop Holdings Inc.
|
3,983 |
35,248 |
89% |
2020-12-31 |
| Eqis Capital Management, Inc.
|
3,981 |
6,770 |
41% |
2020-12-31 |
| Concorde Asset Management, LLC
|
0 |
4,497 |
Sold Out |
2020-12-31 |
| Inscription Capital, LLC
|
3,927 |
3,087 |
27% |
2020-12-31 |
| Winslow, Evans & Crocker, Inc.
|
3,902 |
3,566 |
9% |
2020-12-31 |
| L & S Advisors Inc
|
3,882 |
2,652 |
46% |
2020-12-31 |
| TSFG, LLC
|
3,824 |
3,949 |
3% |
2020-12-31 |
| Buckingham Asset Management, LLC
|
3,797 |
4,347 |
13% |
2020-12-31 |
| Oxler Private Wealth LLC
|
3,785 |
0 |
New Buy |
2020-12-31 |
| Blue Creek Investment Partners, LLC
|
3,775 |
24,757 |
85% |
2020-12-31 |
| BERRY GROUP, LLC
|
3,774 |
3,772 |
0% |
2020-12-31 |
| FIERA SCEPTRE INC.
|
3,761 |
3,761 |
No Change |
2020-12-31 |
| Phoenix Holdings Ltd.
|
3,744 |
0 |
New Buy |
2020-12-31 |
| Joseph P. Lucia & Associates, LLC
|
3,735 |
2,970 |
26% |
2020-12-31 |
| CenterStar Asset Management, LLC
|
3,707 |
5,277 |
30% |
2020-12-31 |
| Goodman & Company, Investment Counsel Ltd.
|
3,703 |
7,893 |
53% |
2020-12-31 |
| Brown Miller Wealth Management, LLC
|
3,695 |
0 |
New Buy |
2020-12-31 |
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/
|
3,688 |
3,688 |
No Change |
2020-12-31 |
| Lowe fs, LLC
|
3,650 |
170 |
2,047% |
2020-12-31 |
| Kaizen Financial Strategies
|
3,566 |
0 |
New Buy |
2020-12-31 |
| INGALLS & SNYDER LLC
|
3,551 |
3,496 |
2% |
2020-12-31 |
| Stratos Wealth Advisors, LLC
|
3,538 |
3,220 |
10% |
2020-12-31 |
| KINGS POINT CAPITAL MANAGEMENT
|
3,496 |
3,496 |
No Change |
2020-12-31 |
| DIMENSION CAPITAL MANAGEMENT PARTNERS
|
3,462 |
1,960 |
77% |
2020-12-31 |
| Private Wealth Advisors, Inc.
|
3,458 |
3,810 |
9% |
2020-12-31 |
| Total Clarity Wealth Management, Inc.
|
3,453 |
3,553 |
3% |
2020-12-31 |
| BANK OF NOVA SCOTIA /
|
3,452 |
2,953 |
17% |
2020-12-31 |
| Sage Capital Advisors,llc
|
3,445 |
2,323 |
48% |
2020-12-31 |
| Exchange Capital Management, Inc.
|
3,404 |
3,404 |
No Change |
2020-12-31 |
| Moloney Securities Asset Management, LLC
|
3,376 |
3,346 |
1% |
2020-12-31 |
| Crabel Capital Management, LLC
|
3,375 |
3,375 |
No Change |
2020-12-31 |
| Fernwood Investment Management, LLC
|
3,273 |
3,273 |
No Change |
2020-12-31 |
| Burns Wealth Management, Inc.
|
3,243 |
3,655 |
11% |
2020-12-31 |
| PARSONS CAPITAL MANAGEMENT INC/RI
|
3,233 |
3,158 |
2% |
2020-12-31 |
| Round Rock Advisors, LLC
|
3,231 |
0 |
New Buy |
2020-12-31 |
| Laurel Wealth Advisors, Inc.
|
3,198 |
2,825 |
13% |
2020-12-31 |
| CEDAR CAPITAL, LLC
|
3,196 |
3,542 |
10% |
2020-12-31 |
| Kessler Investment Group, LLC
|
3,184 |
3,170 |
0% |
2020-12-31 |
| Sterling Investment Management, Inc.
|
3,176 |
3,414 |
7% |
2020-12-31 |
| Keystone Financial Group
|
3,172 |
3,098 |
2% |
2020-12-31 |
| River Wealth Advisors LLC
|
3,162 |
3,495 |
10% |
2020-12-31 |
| BRIDGER CAPITAL MANAGEMENT, LLC
|
3,140 |
3,140 |
No Change |
2020-12-31 |
| EDMOND DE ROTHSCHILD HOLDING S.A.
|
60 |
120 |
50% |
2020-12-31 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC
|
3,123 |
3,123 |
No Change |
2020-12-31 |
| Dougherty Wealth Advisers LLC
|
3,111 |
3,111 |
No Change |
2020-12-31 |
| McAdam, LLC
|
3,088 |
2,908 |
6% |
2020-12-31 |
| ROWLAND CARMICHAEL ADVISORS INC /ADV
|
3,064 |
0 |
New Buy |
2020-12-31 |
| FRANKLIN RESOURCES INC
|
3,051 |
3,541 |
14% |
2020-12-31 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/
|
3,050 |
3,050 |
No Change |
2020-12-31 |
| Linscomb & Williams, Inc.
|
3,014 |
3,199 |
6% |
2020-12-31 |
| Ifrah Financial Services, Inc.
|
3,004 |
3,080 |
2% |
2020-12-31 |
| TELEMUS CAPITAL, LLC
|
2,998 |
3,018 |
1% |
2020-12-31 |
| Eagle Ridge Investment Management
|
2,996 |
2,996 |
No Change |
2020-12-31 |
| Integrated Advisors Network LLC
|
2,947 |
2,770 |
6% |
2020-12-31 |
| FIDUCIARY TRUST CO
|
2,918 |
2,838 |
3% |
2020-12-31 |
| Personal Capital Advisors Corp
|
2,918 |
17,032 |
83% |
2020-12-31 |
| MONTAG A & ASSOCIATES INC
|
2,903 |
3,228 |
10% |
2020-12-31 |
| BANK OF OKLAHOMA NATIONAL ASSOCIATION /
|
2,895 |
3,324 |
13% |
2020-12-31 |
| InTrack Investment Management Inc
|
2,888 |
0 |
New Buy |
2020-12-31 |
| West Financial Advisors, LLC
|
2,887 |
0 |
New Buy |
2020-12-31 |
| Argent Trust Co
|
2,866 |
1,493 |
92% |
2020-12-31 |
| Center For Asset Management LLC
|
2,864 |
0 |
New Buy |
2020-12-31 |
| PINNACLE FINANCIAL PARTNERS INC
|
2,859 |
338 |
746% |
2020-12-31 |
| NVWM, LLC
|
2,850 |
2,850 |
No Change |
2020-12-31 |
| Moors & Cabot, Inc.
|
2,838 |
3,218 |
12% |
2020-12-31 |
| WESTWOOD HOLDINGS GROUP INC
|
2,796 |
10,906 |
74% |
2020-12-31 |
| NORTHERN OAK CAPITAL MANAGEMENT INC
|
2,792 |
538 |
419% |
2020-12-31 |
| Magnus Financial Group LLC
|
2,792 |
2,669 |
5% |
2020-12-31 |
| HARBOR INVESTMENT ADVISORY, LLC
|
2,776 |
2,446 |
13% |
2020-12-31 |
| QUEST CAPITAL MANAGEMENT INC /ADV
|
2,773 |
0 |
New Buy |
2020-12-31 |
| BALDWIN BROTHERS INC/MA
|
2,770 |
3,440 |
19% |
2020-12-31 |
| Elevated Capital Advisors, LLC
|
2,760 |
0 |
New Buy |
2020-12-31 |
| Worth Venture Partners, LLC
|
2,755 |
3,528 |
22% |
2020-12-31 |
| Trexquant Investment LP
|
2,730 |
18,123 |
85% |
2020-12-31 |
| Maryland Capital Management, LLC
|
2,722 |
2,600 |
5% |
2020-12-31 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.
|
2,707 |
2,103 |
29% |
2020-12-31 |
| LYNCH & ASSOCIATES/IN
|
2,700 |
2,700 |
No Change |
2020-12-31 |
| BAKER TILLY FINANCIAL, LLC
|
2,695 |
0 |
New Buy |
2020-12-31 |
| United Bank
|
2,689 |
0 |
New Buy |
2020-12-31 |
| Carnick & Kubik Group, LLC
|
2,678 |
2,704 |
1% |
2020-12-31 |
| DAVENPORT & CO LLC
|
2,672 |
2,440 |
10% |
2020-12-31 |
| ZEKE CAPITAL ADVISORS, LLC
|
2,662 |
2,662 |
No Change |
2020-12-31 |
| MONETARY MANAGEMENT GROUP INC
|
2,645 |
2,645 |
No Change |
2020-12-31 |
| Man Group plc
|
2,630 |
6,539 |
60% |
2020-12-31 |
| CULLEN FROST BANKERS INC
|
2,620 |
2,630 |
0% |
2020-12-31 |
| Regent Peak Wealth Advisors LLC
|
2,576 |
2,576 |
No Change |
2020-12-31 |
| Executive Wealth Management, LLC
|
2,558 |
0 |
New Buy |
2020-12-31 |
| BURNS J W & CO INC/NY
|
2,493 |
2,437 |
2% |
2020-12-31 |
| Ausdal Financial Partners, Inc.
|
2,484 |
1,808 |
37% |
2020-12-31 |
| FAGAN ASSOCIATES, INC.
|
2,482 |
2,527 |
2% |
2020-12-31 |
| Coastal Investment Advisors, Inc.
|
2,482 |
2,243 |
11% |
2020-12-31 |
| BENJAMIN EDWARDS INC
|
2,459 |
0 |
New Buy |
2020-12-31 |
| BRIGHTON JONES LLC
|
2,447 |
2,340 |
5% |
2020-12-31 |
| Miracle Mile Advisors, LLC
|
2,442 |
2,642 |
8% |
2020-12-31 |
| Intersect Capital LLC
|
2,390 |
2,390 |
No Change |
2020-12-31 |
| BANK OF THE WEST
|
2,384 |
2,208 |
8% |
2020-12-31 |
| FIFTH THIRD SECURITIES, INC.
|
2,379 |
0 |
New Buy |
2020-12-31 |
| APPLETON PARTNERS INC/MA
|
2,325 |
1,912 |
22% |
2020-12-31 |
| Manchester Capital Management LLC
|
2,325 |
3,350 |
31% |
2020-12-31 |
| HALLMARK CAPITAL MANAGEMENT INC
|
2,313 |
2,611 |
11% |
2020-12-31 |
| Allen Investment Management LLC
|
2,278 |
2,278 |
No Change |
2020-12-31 |
| Vontobel Holding Ltd.
|
2,264 |
0 |
New Buy |
2020-12-31 |
| FINANCIAL CONSULATE, INC
|
2,260 |
2,246 |
1% |
2020-12-31 |
| Hillcrest Wealth Advisors - NY, LLC
|
2,238 |
2,238 |
No Change |
2020-12-31 |
| HYMAN CHARLES D
|
2,218 |
2,218 |
No Change |
2020-12-31 |
| MAGNOLIA CAPITAL ADVISORS LLC
|
2,207 |
324 |
581% |
2020-12-31 |
| Abbrea Capital, LLC
|
2,192 |
1,895 |
16% |
2020-12-31 |
| PRIVATE ASSET MANAGEMENT INC
|
2,182 |
2,079 |
5% |
2020-12-31 |
| LAKE STREET FINANCIAL LLC
|
2,182 |
0 |
New Buy |
2020-12-31 |
| BFSG, LLC
|
2,157 |
2,162 |
0% |
2020-12-31 |
| SECURITY NATIONAL TRUST CO
|
2,147 |
2,497 |
14% |
2020-12-31 |
| MERCER GLOBAL ADVISORS INC /ADV
|
2,139 |
2,209 |
3% |
2020-12-31 |
| STRATEGY ASSET MANAGERS LLC
|
2,128 |
1,735 |
23% |
2020-12-31 |
| Retirement Network
|
2,115 |
2,112 |
0% |
2020-12-31 |
| SMH CAPITAL INC.
|
2,108 |
2,108 |
No Change |
2020-12-31 |
| Insight Advisors, LLC/ PA
|
2,108 |
0 |
New Buy |
2020-12-31 |
| JNBA Financial Advisors
|
2,085 |
2,085 |
No Change |
2020-12-31 |
| Loudon Investment Management, LLC
|
2,058 |
2,079 |
1% |
2020-12-31 |
| Landsberg, Bennett, & Dubbaneh LLC
|
2,050 |
2,109 |
3% |
2020-12-31 |
| Empirical Financial Services, LLC
|
2,041 |
1,597 |
28% |
2020-12-31 |
| Main Street Financial Solutions, LLC
|
2,036 |
0 |
New Buy |
2020-12-31 |
| Granite Springs Asset Management LLC
|
2,010 |
0 |
New Buy |
2020-12-31 |
| CHICAGO TRUST Co NA
|
2,003 |
2,034 |
2% |
2020-12-31 |
| Northwest Bancshares, Inc.
|
2,001 |
2,461 |
19% |
2020-12-31 |
| Windham Capital Management, LLC
|
2,000 |
2,000 |
No Change |
2020-12-31 |
| GFS Advisors, LLC
|
1,997 |
1,997 |
No Change |
2020-12-31 |
| Goelzer Investment Management, Inc.
|
1,970 |
1,959 |
1% |
2020-12-31 |
| Wambolt & Associates, LLC
|
1,965 |
1,791 |
10% |
2020-12-31 |
| Allegiant Private Advisors, LLC
|
1,951 |
0 |
New Buy |
2020-12-31 |
| Windsor Group LTD
|
1,941 |
1,973 |
2% |
2020-12-31 |
| Patten Group, Inc.
|
1,937 |
0 |
New Buy |
2020-12-31 |
| GIRARD PARTNERS LTD.
|
1,928 |
0 |
New Buy |
2020-12-31 |
| Sailer Financial LLC
|
1,923 |
3,092 |
38% |
2020-12-31 |
| Waldron, LP
|
1,922 |
1,922 |
No Change |
2020-12-31 |
| Visionary Wealth Advisors
|
1,907 |
1,909 |
0% |
2020-12-31 |
| Modera Wealth Management, LLC
|
1,903 |
0 |
New Buy |
2020-12-31 |
| Accretive Wealth Partners, LLC
|
1,897 |
0 |
New Buy |
2020-12-31 |
| STOCK YARDS BANK & TRUST CO
|
1,888 |
1,919 |
2% |
2020-12-31 |
| INVESTMENT PARTNERS LTD /OH/ /ADV
|
1,863 |
1,807 |
3% |
2020-12-31 |
| Meristem, LLP
|
1,852 |
1,852 |
No Change |
2020-12-31 |
| Regal Investment Advisors, LLC
|
1,835 |
0 |
New Buy |
2020-12-31 |
| Veracity Capital LLC
|
1,828 |
1,672 |
9% |
2020-12-31 |
| Chevy Chase Trust Holdings, Inc.
|
1,800 |
2,175 |
17% |
2020-12-31 |
| GSA CAPITAL PARTNERS LLP
|
1,799 |
0 |
New Buy |
2020-12-31 |
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV
|
1,795 |
1,795 |
No Change |
2020-12-31 |
| DOWLING & YAHNKE INC
|
1,792 |
1,847 |
3% |
2020-12-31 |
| Delta Investment Management, LLC
|
1,791 |
0 |
New Buy |
2020-12-31 |
| Streettalk Advisors, LLC
|
1,774 |
3,465 |
49% |
2020-12-31 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
1,758 |
1,721 |
2% |
2020-12-31 |
| ROCKLAND TRUST CO
|
1,749 |
1,518 |
15% |
2020-12-31 |
| NAPLES GLOBAL ADVISORS, LLC
|
1,748 |
1,748 |
No Change |
2020-12-31 |
| Carroll Financial Associates, Inc.
|
1,738 |
1,929 |
10% |
2020-12-31 |
| WEALTHSOURCE PARTNERS, LLC
|
1,723 |
0 |
New Buy |
2020-12-31 |
| Stelac Advisory Services LLC
|
1,720 |
0 |
New Buy |
2020-12-31 |
| Truvestments Capital LLC
|
1,716 |
1,713 |
0% |
2020-12-31 |
| Fiduciary Group LLC
|
1,715 |
1,635 |
5% |
2020-12-31 |
| NEXT Financial Group, Inc
|
1,086 |
1,885 |
42% |
2020-12-31 |
| Lavaca Capital LLC
|
1,700 |
0 |
New Buy |
2020-12-31 |
| PFG Advisors
|
1,698 |
1,620 |
5% |
2020-12-31 |
| Iowa State Bank
|
1,688 |
1,753 |
4% |
2020-12-31 |
| US FINANCIAL ADVISORS, LLC
|
1,688 |
0 |
New Buy |
2020-12-31 |
| SOL Capital Management CO
|
1,665 |
1,665 |
No Change |
2020-12-31 |
| Campbell Wealth Management
|
1,661 |
1,534 |
8% |
2020-12-31 |
| Principle Wealth Partners LLC
|
1,644 |
0 |
New Buy |
2020-12-31 |
| FIRST HAWAIIAN BANK
|
1,633 |
1,905 |
14% |
2020-12-31 |
| Journey Advisory Group, LLC
|
1,633 |
0 |
New Buy |
2020-12-31 |
| Cypress Wealth Services, LLC
|
1,632 |
1,382 |
18% |
2020-12-31 |
| HIGHLAND CAPITAL MANAGEMENT CORP
|
1,631 |
1,646 |
1% |
2020-12-31 |
| Community Bank, N.A.
|
1,580 |
1,664 |
5% |
2020-12-31 |
| TRUSTCORE FINANCIAL SERVICES, LLC
|
1,576 |
1,831 |
14% |
2020-12-31 |
| RFG Advisory Group, LLC
|
1,544 |
0 |
New Buy |
2020-12-31 |
| First National Bank of South Miami
|
1,521 |
1,527 |
0% |
2020-12-31 |
| Outlook Wealth Advisors, LLC
|
1,505 |
0 |
New Buy |
2020-12-31 |
| HBK Sorce Advisory LLC
|
1,501 |
1,552 |
3% |
2020-12-31 |
| Intercontinental Wealth Advisors, LLC
|
1,500 |
0 |
New Buy |
2020-12-31 |
| EVERETT HARRIS & CO /CA/
|
1,485 |
1,485 |
No Change |
2020-12-31 |
| Vigilare Wealth Management
|
1,473 |
0 |
New Buy |
2020-12-31 |
| SeaCrest Wealth Management, LLC
|
1,470 |
2,485 |
41% |
2020-12-31 |
| Altium Wealth Management LLC
|
1,470 |
1,470 |
No Change |
2020-12-31 |
| Perigon Wealth Management, LLC
|
1,461 |
1,404 |
4% |
2020-12-31 |
| Laurel Wealth Advisors LLC
|
1,456 |
1,502 |
3% |
2020-12-31 |
| Parker Investment Management, LLC
|
1,445 |
0 |
New Buy |
2020-12-31 |
| TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones)
|
1,436 |
1,560 |
8% |
2020-12-31 |
| Dynamic Technology Lab Private Ltd
|
1,436 |
0 |
New Buy |
2020-12-31 |
| DF DENT & CO INC
|
1,431 |
1,466 |
2% |
2020-12-31 |
| Insight Wealth Strategies, LLC
|
1,429 |
1,427 |
0% |
2020-12-31 |
| FULTON BANK, N.A.
|
1,425 |
1,687 |
16% |
2020-12-31 |
| Enterprise Bank & Trust Co
|
1,420 |
1,420 |
No Change |
2020-12-31 |
| HAVERFORD TRUST CO
|
1,411 |
1,411 |
No Change |
2020-12-31 |
| Ballentine, Finn & Company, Inc.
|
1,405 |
1,405 |
No Change |
2020-12-31 |
| Aurora Private Wealth, Inc.
|
1,395 |
0 |
New Buy |
2020-12-31 |
| Vivaldi Capital Management, LLC
|
1,376 |
0 |
New Buy |
2020-12-31 |
| Wealthcare Advisory Partners LLC
|
1,373 |
2,322 |
41% |
2020-12-31 |
| Novak Financial Planning, LLC
|
1,365 |
0 |
New Buy |
2020-12-31 |
| Private Wealth Partners, LLC
|
1,356 |
0 |
New Buy |
2020-12-31 |
| 180 WEALTH ADVISORS, LLC
|
1,349 |
0 |
New Buy |
2020-12-31 |
| Graves-Light Private Wealth Management, Inc.
|
1,336 |
1,565 |
15% |
2020-12-31 |
| FineMark National Bank & Trust
|
1,334 |
0 |
New Buy |
2020-12-31 |
| Biltmore Capital Advisors LLC
|
1,332 |
0 |
New Buy |
2020-12-31 |
| DOCK STREET ASSET MANAGEMENT INC
|
1,328 |
1,398 |
5% |
2020-12-31 |
| BESSEMER GROUP INC
|
1,326 |
0 |
New Buy |
2020-12-31 |
| Sargent Investment Group, LLC
|
1,323 |
0 |
New Buy |
2020-12-31 |
| Resource Management, LLC
|
1,317 |
0 |
New Buy |
2020-12-31 |
| Broadleaf Partners, LLC
|
1,316 |
0 |
New Buy |
2020-12-31 |
| Greenline Partners, LLC
|
1,308 |
0 |
New Buy |
2020-12-31 |
| LAIRD NORTON TYEE TRUST CO
|
1,300 |
0 |
New Buy |
2020-12-31 |
| OPTIMUM INVESTMENT ADVISORS
|
1,294 |
1,694 |
24% |
2020-12-31 |
| ALBION FINANCIAL GROUP /UT
|
1,281 |
0 |
New Buy |
2020-12-31 |
| QUANTLAB CAPITAL MANAGEMENT LTD
|
1,272 |
0 |
New Buy |
2020-12-31 |
| Lee Capital Holdings LLC
|
1,272 |
0 |
New Buy |
2020-12-31 |
| Diligent Investors, LLC
|
1,270 |
1,400 |
9% |
2020-12-31 |
| WealthBridge Capital Management, LLC
|
1,267 |
0 |
New Buy |
2020-12-31 |
| Claro Advisors LLC
|
1,265 |
0 |
New Buy |
2020-12-31 |
| Janney Capital Management LLC
|
1,264 |
0 |
New Buy |
2020-12-31 |
| Aries Wealth Management
|
1,254 |
0 |
New Buy |
2020-12-31 |
| LBMC INVESTMENT ADVISORS, LLC
|
1,250 |
0 |
New Buy |
2020-12-31 |
| Element Wealth, LLC
|
1,238 |
1,238 |
No Change |
2020-12-31 |
| AlphaStar Capital Management, LLC
|
1,219 |
82,941 |
99% |
2020-12-31 |
| Capstone Triton Financial Group, LLC
|
1,207 |
0 |
New Buy |
2020-12-31 |
| True Link Financial Advisors, LLC
|
1,205 |
0 |
New Buy |
2020-12-31 |
| Colonial River Wealth Management, LLC
|
1,198 |
0 |
New Buy |
2020-12-31 |
| Pacitti Group Inc.
|
1,171 |
1,002 |
17% |
2020-12-31 |
| Archer Investment Corp
|
1,151 |
1,151 |
No Change |
2020-12-31 |
| One Charles Private Wealth Services, LLC
|
349 |
0 |
New Buy |
2020-12-31 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV
|
1,133 |
1,143 |
1% |
2020-12-31 |
| BDO Wealth Advisors, LLC
|
1,104 |
1,240 |
11% |
2020-12-31 |
| Lebenthal Global Advisors, LLC
|
1,095 |
0 |
New Buy |
2020-12-31 |
| PEOPLES FINANCIAL SERVICES CORP.
|
1,085 |
0 |
New Buy |
2020-12-31 |
| SYM FINANCIAL CORPORATION
|
1,053 |
1,152 |
9% |
2020-12-31 |
| USA Financial Portformulas Corp
|
1,043 |
0 |
New Buy |
2020-12-31 |
| PITTENGER & ANDERSON INC
|
1,000 |
1,000 |
No Change |
2020-12-31 |
| BerganKDV Wealth Management, LLC
|
1,000 |
0 |
New Buy |
2020-12-31 |
| RWM Asset Management, LLC
|
1,000 |
0 |
New Buy |
2020-12-31 |
| Hexagon Capital Partners LLC
|
995 |
995 |
No Change |
2020-12-31 |
| Acropolis Investment Management, LLC
|
974 |
1,112 |
12% |
2020-12-31 |
| OLD SECOND NATIONAL BANK OF AURORA
|
973 |
973 |
No Change |
2020-12-31 |
| Bedel Financial Consulting, Inc.
|
956 |
956 |
No Change |
2020-12-31 |
| JAMES INVESTMENT RESEARCH INC
|
955 |
0 |
New Buy |
2020-12-31 |
| HCR Wealth Advisors
|
953 |
300 |
218% |
2020-12-31 |
| Vigilant Capital Management, LLC
|
921 |
0 |
New Buy |
2020-12-31 |
| Mine & Arao Wealth Creation & Management, LLC.
|
900 |
900 |
No Change |
2020-12-31 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
877 |
1,281 |
32% |
2020-12-31 |
| Brand Asset Management Group, Inc.
|
860 |
860 |
No Change |
2020-12-31 |
| Johnson Financial Group, Inc.
|
794 |
0 |
New Buy |
2020-12-31 |
| Lakeview Capital Partners, LLC
|
793 |
792 |
0% |
2020-12-31 |
| Cranbrook Wealth Management, LLC
|
791 |
791 |
No Change |
2020-12-31 |
| Covington Capital Management
|
750 |
750 |
No Change |
2020-12-31 |
| Kathmere Capital Management, LLC
|
748 |
0 |
New Buy |
2020-12-31 |
| ADIRONDACK TRUST CO
|
735 |
735 |
No Change |
2020-12-31 |
| Samalin Investment Counsel, LLC
|
713 |
712 |
0% |
2020-12-31 |
| Safeguard Investment Advisory Group, LLC
|
708 |
0 |
New Buy |
2020-12-31 |
| Independence Bank of Kentucky
|
705 |
0 |
New Buy |
2020-12-31 |
| Prime Capital Investment Advisors, LLC
|
698 |
320 |
118% |
2020-12-31 |
| WEBSTER BANK, N. A.
|
695 |
695 |
No Change |
2020-12-31 |
| ROPES WEALTH ADVISORS LLC
|
693 |
875 |
21% |
2020-12-31 |
| AMERICAN NATIONAL BANK
|
671 |
671 |
No Change |
2020-12-31 |
| Interchange Capital Partners, LLC
|
653 |
0 |
New Buy |
2020-12-31 |
| Rice Partnership, LLC
|
617 |
617 |
No Change |
2020-12-31 |
| Hoover Financial Advisors, Inc.
|
595 |
0 |
New Buy |
2020-12-31 |
| MV Capital Management, Inc.
|
592 |
1,385 |
57% |
2020-12-31 |
| CREATIVE FINANCIAL DESIGNS INC /ADV
|
590 |
476 |
24% |
2020-12-31 |
| VALLEY NATIONAL ADVISERS INC
|
576 |
0 |
New Buy |
2020-12-31 |
| Berman Capital Advisors, LLC
|
576 |
576 |
No Change |
2020-12-31 |
| AllSquare Wealth Management LLC
|
575 |
575 |
No Change |
2020-12-31 |
| Professional Financial Advisors, LLC
|
572 |
571 |
0% |
2020-12-31 |
| Charter Oak Capital Management, LLC
|
568 |
0 |
New Buy |
2020-12-31 |
| CAROLINAS WEALTH CONSULTING LLC
|
566 |
566 |
No Change |
2020-12-31 |
| Capital Asset Advisory Services LLC
|
561 |
337 |
66% |
2020-12-31 |
| REILLY FINANCIAL ADVISORS, LLC
|
548 |
548 |
No Change |
2020-12-31 |
| Hanson McClain, Inc.
|
540 |
679 |
20% |
2020-12-31 |
| DUNCKER STREETT & CO INC
|
530 |
465 |
14% |
2020-12-31 |
| Efficient Wealth Management LLC
|
485 |
216 |
125% |
2020-12-31 |
| Aptus Capital Advisors, LLC
|
459 |
1,182 |
61% |
2020-12-31 |
| VESTOR CAPITAL CORP
|
447 |
0 |
New Buy |
2020-12-31 |
| DB Wealth Management Group, LLC
|
444 |
0 |
New Buy |
2020-12-31 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
|
441 |
440 |
0% |
2020-12-31 |
| WASHINGTON TRUST CO
|
440 |
175 |
151% |
2020-12-31 |
| Baron Financial Group, LLC
|
432 |
0 |
New Buy |
2020-12-31 |
| Summit Investment Advisors, Inc.
|
430 |
420 |
2% |
2020-12-31 |
| TCTC Holdings, LLC
|
421 |
421 |
No Change |
2020-12-31 |
| Founders Financial Alliance, LLC
|
15 |
950 |
98% |
2020-12-31 |
| Capital Analysts, Inc.
|
394 |
1,012 |
61% |
2020-12-31 |
| Pacific Center for Financial Services
|
392 |
310 |
26% |
2020-12-31 |
| Cordasco Financial Network
|
387 |
387 |
No Change |
2020-12-31 |
| Stewardship Financial Advisors, LLC
|
369 |
369 |
No Change |
2020-12-31 |
| Tradewinds Capital Management, LLC
|
367 |
120,884 |
100% |
2020-12-31 |
| Altus Wealth Group LLC
|
366 |
0 |
New Buy |
2020-12-31 |
| Capital Investment Advisory Services, LLC
|
359 |
406 |
12% |
2020-12-31 |
| Ancora Advisors, LLC
|
358 |
358 |
No Change |
2020-12-31 |
| Carmichael Hill & Associates, Inc.
|
355 |
0 |
New Buy |
2020-12-31 |
| PEDDOCK CAPITAL ADVISORS, LLC
|
350 |
0 |
New Buy |
2020-12-31 |
| JONES FINANCIAL COMPANIES LLLP
|
324 |
0 |
New Buy |
2020-12-31 |
| Roble, Belko & Company, Inc
|
323 |
323 |
No Change |
2020-12-31 |
| CLAUDIA M.P. BATLLE, CRP (R) LLC
|
310 |
310 |
No Change |
2020-12-31 |
| Mechanics Bank Trust Department
|
307 |
13,107 |
98% |
2020-12-31 |
| Hanson Investment Management
|
302 |
302 |
No Change |
2020-12-31 |
| MASSMUTUAL TRUST CO FSB/ADV
|
290 |
290 |
No Change |
2020-12-31 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
|
280 |
280 |
No Change |
2020-12-31 |
| ABSOLUTE INVESTMENT MANAGEMENT LLC
|
280 |
280 |
No Change |
2020-12-31 |
| North Star Investment Management Corp.
|
252 |
252 |
No Change |
2020-12-31 |
| Horrell Capital Management, Inc.
|
252 |
0 |
New Buy |
2020-12-31 |
| MCMILLION CAPITAL MANAGEMENT INC
|
252 |
0 |
New Buy |
2020-12-31 |
| Glassman Wealth Services
|
250 |
0 |
New Buy |
2020-12-31 |
| Concord Wealth Partners
|
249 |
0 |
New Buy |
2020-12-31 |
| Hartland & Co., LLC
|
239 |
304 |
21% |
2020-12-31 |
| Massey, Quick & Co., LLC
|
236 |
235 |
0% |
2020-12-31 |
| Zions Bancorporation, N.A.
|
234 |
234 |
No Change |
2020-12-31 |
| Plante Moran Financial Advisors Ltd Partnership
|
222 |
1,155 |
81% |
2020-12-31 |
| Sage Mountain Advisors LLC
|
220 |
0 |
New Buy |
2020-12-31 |
| BROWN BROTHERS HARRIMAN & CO
|
218 |
115 |
90% |
2020-12-31 |
| EVOKE WEALTH, LLC
|
215 |
215 |
No Change |
2020-12-31 |
| Asset Dedication, LLC
|
213 |
213 |
No Change |
2020-12-31 |
| Clean Yield Group
|
198 |
0 |
New Buy |
2020-12-31 |
| Ambassador Advisors, LLC
|
194 |
97 |
100% |
2020-12-31 |
| Eudaimonia Partners, LLC
|
189 |
0 |
New Buy |
2020-12-31 |
| Phoenix Wealth Advisors
|
186 |
0 |
New Buy |
2020-12-31 |
| Lindbrook Capital, LLC
|
185 |
203 |
9% |
2020-12-31 |
| LIBERTY WEALTH MANAGEMENT LLC
|
180 |
180 |
No Change |
2020-12-31 |
| Biltmore Family Office, LLC
|
175 |
175 |
No Change |
2020-12-31 |
| Advocacy Wealth Management Services, LLC
|
174 |
174 |
No Change |
2020-12-31 |
| STEPHENSON NATIONAL BANK & TRUST
|
171 |
67 |
155% |
2020-12-31 |
| Key FInancial Inc
|
160 |
0 |
New Buy |
2020-12-31 |
| Baystate Wealth Management LLC
|
152 |
448 |
66% |
2020-12-31 |
| Heritage Wealth Advisors
|
151 |
0 |
New Buy |
2020-12-31 |
| Cavalier Investments
|
150 |
0 |
New Buy |
2020-12-31 |
| Ellis Investment Partners, LLC
|
149 |
148 |
1% |
2020-12-31 |
| Kinloch Capital, LLC
|
148 |
0 |
New Buy |
2020-12-31 |
| Lloyd Advisory Services, LLC.
|
144 |
144 |
No Change |
2020-12-31 |
| BELLEVUE ASSET MANAGEMENT, LLC
|
138 |
138 |
No Change |
2020-12-31 |
| DIVIDEND GROWTH ADVISORS, LLC
|
135 |
135 |
No Change |
2020-12-31 |
| SIMPLEX TRADING, LLC
|
135 |
2,039 |
93% |
2020-12-31 |
| BOURGEON CAPITAL MANAGEMENT LLC
|
120 |
170 |
29% |
2020-12-31 |
| Rockbridge Investment Management, LCC
|
120 |
120 |
No Change |
2020-12-31 |
| Patriot Financial Group Insurance Agency, LLC
|
116 |
23 |
404% |
2020-12-31 |
| FARMERS & MERCHANTS INVESTMENTS INC
|
105 |
105 |
No Change |
2020-12-31 |
| Front Row Advisors LLC
|
105 |
105 |
No Change |
2020-12-31 |
| Wagner Wealth Management, LLC
|
105 |
0 |
New Buy |
2020-12-31 |
| Horan Securities, Inc.
|
101 |
795 |
87% |
2020-12-31 |
| Princeton Global Asset Management LLC
|
100 |
0 |
New Buy |
2020-12-31 |
| Pacifica Partners Inc.
|
100 |
100 |
No Change |
2020-12-31 |
| Balentine LLC
|
97 |
0 |
New Buy |
2020-12-31 |
| MANCHESTER FINANCIAL INC
|
90 |
90 |
No Change |
2020-12-31 |
| MOTCO
|
88 |
200 |
56% |
2020-12-31 |
| Center for Financial Planning, Inc.
|
87 |
0 |
New Buy |
2020-12-31 |
| Hudock Moyer Wealth Resources, LLC
|
84 |
84 |
No Change |
2020-12-31 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
|
82 |
82 |
No Change |
2020-12-31 |
| FSA Wealth Management LLC
|
81 |
0 |
New Buy |
2020-12-31 |
| Armor Investment Advisors, LLC
|
78 |
0 |
New Buy |
2020-12-31 |
| Sound Income Strategies, LLC
|
77 |
77 |
No Change |
2020-12-31 |
| HC FINANCIAL ADVISORS INC
|
73 |
73 |
No Change |
2020-12-31 |
| Winch Advisory Services, LLC
|
72 |
72 |
No Change |
2020-12-31 |
| Vectors Research Management, LLC
|
71 |
71 |
No Change |
2020-12-31 |
| DELTA ASSET MANAGEMENT LLC/TN
|
66 |
0 |
New Buy |
2020-12-31 |
| Tortoise Investment Management, LLC
|
66 |
66 |
No Change |
2020-12-31 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC
|
63 |
705 |
91% |
2020-12-31 |
| Pinnacle Wealth Planning Services, Inc.
|
59 |
0 |
New Buy |
2020-12-31 |
| Savior LLC
|
58 |
58 |
No Change |
2020-12-31 |
| Atlas Private Wealth Management
|
58 |
58 |
No Change |
2020-12-31 |
| Freestone Capital Holdings, LLC
|
56 |
41 |
37% |
2020-12-31 |
| Old North State Trust, LLC
|
56 |
0 |
New Buy |
2020-12-31 |
| Clearview Wealth Advisors LLC
|
55 |
0 |
New Buy |
2020-12-31 |
| Moisand Fitzgerald Tamayo, LLC
|
53 |
53 |
No Change |
2020-12-31 |
| Global Wealth Management Investment Advisory, Inc.
|
53 |
53 |
No Change |
2020-12-31 |
| Riggs Asset Managment Co. Inc.
|
50 |
0 |
New Buy |
2020-12-31 |
| First PREMIER Bank
|
50 |
50 |
No Change |
2020-12-31 |
| Atlas Private Wealth Advisors
|
50 |
58 |
14% |
2020-12-31 |
| HOWE & RUSLING INC
|
45 |
0 |
New Buy |
2020-12-31 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
|
43 |
43 |
No Change |
2020-12-31 |
| SIGNATUREFD, LLC
|
34 |
0 |
New Buy |
2020-12-31 |
| JJJ Advisors Inc.
|
34 |
34 |
No Change |
2020-12-31 |
| Cedar Mountain Advisors, LLC
|
34 |
34 |
No Change |
2020-12-31 |
| Disciplined Investments, LLC
|
34 |
34 |
No Change |
2020-12-31 |
| Providence Capital Advisors, LLC
|
33 |
33 |
No Change |
2020-12-31 |
| Semmax Financial Advisors Inc.
|
33 |
58 |
43% |
2020-12-31 |
| Capital Advisory Group Advisory Services, LLC
|
30 |
0 |
New Buy |
2020-12-31 |
| WOLFF WIESE MAGANA LLC
|
28 |
0 |
New Buy |
2020-12-31 |
| Eukles Asset Management
|
27 |
27 |
No Change |
2020-12-31 |
| MEEDER ASSET MANAGEMENT INC
|
20 |
53 |
62% |
2020-12-31 |
| Advanced Asset Management Advisors Inc
|
20 |
20 |
No Change |
2020-12-31 |
| Clear Perspectives Financial Planning, LLC
|
20 |
0 |
New Buy |
2020-12-31 |
| Larson Financial Group LLC
|
17 |
20 |
15% |
2020-12-31 |
| MBM Wealth Consultants, LLC
|
17 |
17 |
No Change |
2020-12-31 |
| GoalVest Advisory LLC
|
17 |
0 |
New Buy |
2020-12-31 |
| Gradient Investments LLC
|
14 |
14 |
No Change |
2020-12-31 |
| ROBBINS FARLEY LLC
|
8 |
0 |
New Buy |
2020-12-31 |
| PACIFIC FINANCIAL GROUP INC
|
0 |
2,007 |
Sold Out |
2020-12-31 |
| SIGMA INVESTMENT COUNSELORS INC
|
0 |
1,509 |
Sold Out |
2020-12-31 |
| KING LUTHER CAPITAL MANAGEMENT CORP
|
0 |
1,701 |
Sold Out |
2020-12-31 |
| MANUFACTURERES LIFE INSURANCE CO
|
0 |
23,627 |
Sold Out |
2020-12-31 |
| MOORE CAPITAL MANAGEMENT, LP (Louis Bacon)
|
0 |
13,500 |
Sold Out |
2020-12-31 |
| JEFFERIES GROUP INC /DE/
|
0 |
1,500 |
Sold Out |
2020-12-31 |
| DOHENY ASSET MANAGEMENT /CA
|
0 |
1,770 |
Sold Out |
2020-12-31 |
| CAMBRIDGE TRUST CO
|
0 |
1,822 |
Sold Out |
2020-12-31 |
| Verition Fund Managegment LLC
|
0 |
14,000 |
Sold Out |
2020-12-31 |
| APPLETON GROUP WEALTH MANAGEMENT LLC
|
0 |
1,977 |
Sold Out |
2020-12-31 |
| Renaissance Investment Group LLC
|
0 |
1,653 |
Sold Out |
2020-12-31 |
| Richard Bernstein Advisors LLC
|
0 |
24 |
Sold Out |
2020-12-31 |
| Sage Advisory Services, Ltd.Co.
|
0 |
93,437 |
Sold Out |
2020-12-31 |
| Gilman Hill Asset Management, LLC
|
0 |
1,800 |
Sold Out |
2020-12-31 |
| JFS WEALTH ADVISORS, LLC
|
0 |
204 |
Sold Out |
2020-12-31 |
| Alpine Partners VI, LLC
|
0 |
5,432 |
Sold Out |
2020-12-31 |
| Koshinski Asset Management, Inc.
|
0 |
9,556 |
Sold Out |
2020-12-31 |
| Newfound Research LLC
|
0 |
14,213 |
Sold Out |
2020-12-31 |
| Tibra Equities Europe Ltd
|
0 |
14,849 |
Sold Out |
2020-12-31 |
| PFS INVESTMENTS INC.
|
0 |
77,314 |
Sold Out |
2020-12-31 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV
|
0 |
18,126 |
Sold Out |
2020-12-31 |
| Nachman Norwood & Parrott, Inc
|
0 |
627 |
Sold Out |
2020-12-31 |
| CARY STREET PARTNER INVESTMENT ADVISORY LLC
|
0 |
633 |
Sold Out |
2020-12-31 |
| Sepio Capital, LLC
|
0 |
3,479 |
Sold Out |
2020-12-31 |
| Harvest Investment Services, LLC
|
0 |
4,683 |
Sold Out |
2020-12-31 |
| Meridian Wealth Advisors, LLC
|
0 |
3,010 |
Sold Out |
2020-12-31 |
| Weaver Consulting Group
|
0 |
175 |
Sold Out |
2020-12-31 |
| Quaker Wealth Management, LLC
|
0 |
1,818 |
Sold Out |
2020-12-31 |
| TBH Global Asset Management, LLC
|
0 |
3,097 |
Sold Out |
2020-12-31 |
| Texas Capital Bank Wealth Management Services Inc
|
0 |
16,054 |
Sold Out |
2020-12-31 |
| Aprio Wealth Management, LLC
|
0 |
6,471 |
Sold Out |
2020-12-31 |
| MIRABELLA FINANCIAL SERVICES LLP
|
0 |
10,092 |
Sold Out |
2020-12-31 |
| Silversage Advisors
|
0 |
16,581 |
Sold Out |
2020-12-31 |
| RMR Wealth Builders
|
0 |
2,087 |
Sold Out |
2020-12-31 |
| Elliott Investment Management L.P.
|
0 |
100,000 |
Sold Out |
2020-12-31 |
| Jump Financial, LLC
|
0 |
24,127 |
Sold Out |
2020-12-31 |
| CHIRON CAPITAL MANAGEMENT, LLC
|
0 |
303 |
Sold Out |
2020-12-31 |
| JEPPSON WEALTH MANAGEMENT, LLC
|
0 |
45 |
Sold Out |
2020-12-31 |
| ROYAL BANK OF CANADA
|
1,649,651 |
1,020,077 |
62% |
2020-09-30 |
| Marshall Wace LLP
|
463,938 |
0 |
New Buy |
2020-09-30 |
| Candlestick Capital Management LP
|
400,000 |
1,000,000 |
60% |
2020-09-30 |
| MARTIN & CO INC /TN/
|
98,979 |
101,604 |
3% |
2020-09-30 |
| Zurich Insurance Group Ltd/FI
|
88,186 |
70,565 |
25% |
2020-09-30 |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
|
85,780 |
76,508 |
12% |
2020-09-30 |
| Private Advisor Group, LLC
|
60,268 |
67,823 |
11% |
2020-09-30 |
| Smart Portfolios, LLC
|
48,994 |
0 |
New Buy |
2020-09-30 |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC
|
32,543 |
31,702 |
3% |
2020-09-30 |
| AlphaMark Advisors, LLC
|
21,174 |
229 |
9,146% |
2020-09-30 |
| THRIVENT FINANCIAL FOR LUTHERANS
|
14,238 |
8,202 |
74% |
2020-09-30 |
| Oscan Associates Inc.
|
17,090 |
0 |
New Buy |
2020-09-30 |
| OLD MISSION CAPITAL LLC
|
15,298 |
25,276 |
39% |
2020-09-30 |
| Cascadia Advisory Services, LLC
|
15,002 |
15,439 |
3% |
2020-09-30 |
| First Allied Advisory Services, Inc.
|
13,637 |
13,908 |
2% |
2020-09-30 |
| PETERSON WEALTH MANAGEMENT
|
12,498 |
4,309 |
190% |
2020-09-30 |
| MACQUARIE GROUP LTD
|
11,890 |
11,890 |
No Change |
2020-09-30 |
| Optimum Quantvest Corp
|
8,598 |
8,598 |
No Change |
2020-09-30 |
| FIRST HORIZON NATIONAL CORP
|
7,506 |
0 |
New Buy |
2020-09-30 |
| DRW Securities, LLC
|
7,246 |
0 |
New Buy |
2020-09-30 |
| Kynikos Associates LP
|
5,716 |
5,969 |
4% |
2020-09-30 |
| Homrich & Berg
|
4,018 |
3,910 |
3% |
2020-09-30 |
| Hochman Cole Investment Advisors, Inc.
|
3,594 |
3,593 |
0% |
2020-09-30 |
| 3D ASSET MANAGEMENT INC
|
2,656 |
0 |
New Buy |
2020-09-30 |
| Squarepoint Ops LLC
|
2,476 |
11,741 |
79% |
2020-09-30 |
| Partnervest Advisory Services LLC
|
690 |
682 |
1% |
2020-09-30 |
| Pensionmark Financial Group, LLC
|
2,276 |
2,282 |
0% |
2020-09-30 |
| PACIFIC SUN FINANCIAL CORP
|
1,978 |
2,012 |
2% |
2020-09-30 |
| Head & Associates, LLC
|
1,947 |
2,055 |
5% |
2020-09-30 |
| Blue Chip Wealth Management, Inc.
|
1,813 |
1,811 |
0% |
2020-09-30 |
| Private Portfolio Partners LLC
|
1,358 |
0 |
New Buy |
2020-09-30 |
| Lucia Wealth Services, LLC
|
1,030 |
0 |
New Buy |
2020-09-30 |
| FinTrust Capital Advisors, LLC
|
703 |
0 |
New Buy |
2020-09-30 |
| Independence Advisors, LLC
|
600 |
624 |
4% |
2020-09-30 |
| TRUST CO OF VERMONT
|
500 |
500 |
No Change |
2020-09-30 |
| Cerebellum GP, LLC
|
405 |
0 |
New Buy |
2020-09-30 |
| SCBT FINANCIAL CORP
|
403 |
0 |
New Buy |
2020-09-30 |
| LifePlan Financial Group, Inc
|
320 |
0 |
New Buy |
2020-09-30 |
| WEST BANCORPORATION INC
|
320 |
320 |
No Change |
2020-09-30 |
| FIRST MANHATTAN CO
|
110 |
110 |
No Change |
2020-09-30 |
| Fortis Group Advisors, LLC
|
47 |
0 |
New Buy |
2020-09-30 |
| HM PAYSON & CO
|
0 |
60 |
Sold Out |
2020-09-30 |
| Rampart Investment Management Company, LLC
|
0 |
3,386 |
Sold Out |
2020-09-30 |
|
|
|
|
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