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STOCK TICKER:
Amazon.com Inc.   (ticker: AMZN)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 70
0 100 70
Current Holdings: 42,094,448
Previous Holdings: 33,612,705
Change: 25.23%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
Susquehanna International Group, LLP 43%6,221,200 20,530,369 WOLVERINE TRADING, LLC sold1,214,257 0
Sepio Capital, LLC 18,864%1,032,260 1,037,732 TORONTO DOMINION BANK sold204,568 0
SG Americas Securities, LLC 499%597,948 717,684 Sumitomo Mitsui Trust Holdings, Inc. 5%76,498 1,450,237
WELLINGTON MANAGEMENT CO LLP 22%581,025 3,183,990 ING INVESTMENT MANAGEMENT LLC 9%51,382 546,979
VIKING GLOBAL INVESTORS LP (Andreas Halvorsen) 162%293,150 474,217 TIGER GLOBAL MANAGEMENT LLC (Chase Coleman) 7%45,225 567,870
Swiss National Bank 6%105,021 1,745,272 Valeo Financial Advisors, LLC 84%41,374 7,748
Waratah Capital Advisors Ltd. 1,163%99,022 107,538 SOMA EQUITY PARTNERS LP 41%35,000 50,000
DnB NOR Asset Management AS bought95,565 95,565 Seatown Holdings Pte. Ltd. 58%33,400 23,700
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY bought94,915 94,915 MAVERICK CAPITAL LTD (Lee Ainslie) 24%21,532 66,881
Fisher Asset Management, LLC(Kenneth L. Fisher) 3%59,124 1,875,097 WESTFIELD CAPITAL MANAGEMENT CO LP 12%19,937 140,930
TD ASSET MANAGEMENT INC 9%48,001 612,595 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2%12,944 531,639
TYBOURNE CAPITAL MANAGEMENT HK LTD 84%44,800 98,218 TEACHER RETIREMENT SYSTEM OF TEXAS 6%9,761 150,574
Spire Wealth Management 3,221,100%32,211 32,212 Skandinaviska Enskilda Banken AB (publ) 6%9,634 141,602
Third Point LLC (Daniel Loeb) 27%31,000 145,000 Sowell Financial Services LLC sold9,151 0
WAFRA INVESTMENT ADVISORY GROUP INC /NY bought29,796 29,796 Geneos Wealth Management Inc. sold8,788 0
WHITTIER TRUST CO OF NEVADA INC bought20,945 20,945 Voya Financial Advisors, Inc. 88%8,316 1,155
TRB Advisors LP 285%18,500 25,000 THRIVENT FINANCIAL FOR LUTHERANS sold6,495 0
SANDS CAPITAL MANAGEMENT, LLC 2%16,798 703,233 SageGuard Financial Group, LLC sold5,492 0
Sarasin & Partners LLP 12%11,838 110,727 Vontobel Holding Ltd. 8%4,800 57,302
TNB Financial bought11,707 11,707 Tredje AP-fonden 8%4,500 52,785
Turim 21 Investimentos Ltda. bought11,547 11,547 Symphony Financial, Ltd. Co. 67%4,118 2,059
SOROS CAPITAL MANAGEMENT LLC bought10,625 10,625 TCW GROUP INC 3%3,995 139,824
Siemens Fonds Invest GmbH bought10,610 10,610 VICTORY CAPITAL MANAGEMENT INC 1%3,434 374,657
Varma Mutual Pension Insurance Co 275%10,000 13,635 SFMG, LLC 92%3,284 300
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC bought8,771 8,771 Retirement Systems of Alabama 1%2,839 242,698
Think Investments LP 63%8,500 22,000 Ziegler Capital Management, LLC 22%2,686 9,424
SW Investment Management LLC 224%8,300 12,000 Vantis Investment Advisers L.P. sold2,500 0
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 27%8,051 38,156 TCI Wealth Advisors, Inc. sold2,223 0
Segantii Capital Management Ltd bought7,700 7,700 Valiant Capital Management LP 9%2,200 21,480
Vancity Investment Management Ltd bought6,946 6,946 ZEVENBERGEN CAPITAL INVESTMENTS LLC 3%2,161 65,046
Symmetry Investments LP bought6,900 6,900 Venture Visionary Partners LLC 32%2,124 4,574
ROYAL LONDON ASSET MANAGEMENT LTD 3%6,893 280,819 State of New Jersey Common Pension Fund D 1%2,118 252,495
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC bought6,153 6,153 Krasney Financial LLC sold1,709 0
WELLCOME TRUST LTD 3%5,312 177,312 Symmetry Partner, LLC 32%1,633 3,416
STALEY CAPITAL ADVISERS INC 96%5,284 10,796 CAMPBELL CAPITAL MANAGEMENT INC sold1,630 0
Sargent Bickham Lagudis LLC bought5,128 5,128 Trinity Legacy Partners LLC 88%1,530 200
Summit Trail Advisors, LLC bought4,625 4,625 STRS OHIO 1%1,469 268,075
XR Securities LLC bought4,293 4,293 South Shore Capital Advisors sold1,432 0
Stelac Advisory Services LLC 230%3,958 5,676 SMH CAPITAL INC. 61%1,408 894
CHURCHILL MANAGEMENT GROUP /CA/ 43%3,896 13,027 BosValen Asset Management Ltd 81%1,300 300
Shay Capital LLC bought3,868 3,868 Silicon Valley Capital Partners 21%1,255 4,860
TT International Asset Management LTD bought3,790 3,790 State of Tennessee, Treasury Department 1%1,253 218,427
Alaska Retirement Management Board 5%3,552 78,812 TrimTabs Asset Management, LLC sold1,223 0
WESTWOOD HOLDINGS GROUP INC 14%3,070 25,208 Zweig-DiMenna Associates LLC 12%1,171 8,456
XTX Topco Ltd bought3,047 3,047 Worm Capital, LLC 10%1,148 9,794
Truxt Investmentos Ltda. 14%3,000 23,700 THORNBURG INVESTMENT MANAGEMENT INC 44%1,147 1,458
US BANCORP DE 1%2,897 290,973 SUMITOMO LIFE INSURANCE CO 13%1,128 7,641
Shepherd Financial Partners LLC bought2,779 2,779 Unigestion Holding SA 6%1,032 16,820
INTL FCSTONE INC. bought2,630 2,630 SAWGRASS ASSET MANAGEMENT LLC 6%971 15,124
Vanguard Capital Wealth Advisors bought2,591 2,591 SMITH ASSET MANAGEMENT GROUP LP 4%930 25,202
SG3 Management, LLC bought2,500 2,500 FIRST HAWAIIAN BANK 15%819 4,532
SHELL ASSET MANAGEMENT CO 5%2,483 55,065 Centre Asset Management, LLC 23%810 2,790
Systematic Alpha Investments, LLC 27%2,403 11,375 UMB BANK N A/MO 2%765 30,342
STATE TREASURER STATE OF MICHIGAN 2%2,400 138,827 TECTONIC ADVISORS LLC sold700 0
O'Neil Global Advisors, Inc. bought2,300 2,300 AdvisorNet Financial, Inc 12%696 5,082
Bank of New Hampshire bought2,282 2,282 Robert Brooke Zevin Associates, Inc. 17%630 3,160
Smith Anglin Financial, LLC bought2,110 2,110 YorkBridge Wealth Partners, LLC 12%616 4,578
WELCH & FORBES LLC 13%2,070 17,545 Trellus Management Company, LLC sold600 0
Veriti Management LLC 49%2,058 6,286 Truvestments Capital LLC sold591 0
United Capital Management of KS, Inc. bought2,019 2,019 Tennessee Valley Asset Management Partners sold562 0
TDAM USA INC. 143%1,860 3,158 SAM Sustainable Asset Management Ltd. 24%518 1,637
WOODWARD DIVERSIFIED CAPITAL, LLC bought1,802 1,802 CCM PARTNERS 2%512 31,167
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1%1,720 127,552 Fulcrum Asset Management LLP sold511 0
HARDESTY CAPITAL MANAGEMENT CORP 848%1,695 1,895 tru Independence LLC sold448 0
Sierra Capital LLC bought1,678 1,678 Teamwork Financial Advisors, LLC 19%414 1,731
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 17%1,650 11,174 York Capital Management Global Advisors, LLC 27%398 1,091
WestEnd Advisors, LLC 12%1,618 15,178 WASHINGTON TRUST CO 1%390 35,166
Refined Wealth Management bought1,550 1,550 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 14%381 2,263
Sequoia Financial Advisors, LLC 21%1,520 8,687 SWS Partners 17%370 1,829
SHUFRO ROSE & CO LLC 56%1,487 4,126 Ridgewood Investments LLC 71%336 135
TRANSCEND WEALTH COLLECTIVE, LLC 42%1,461 4,908 Tuttle Tactical Management LLC sold332 0
Carnick & Kubik Group, LLC 50%1,352 4,031 STOCK YARDS BANK & TRUST CO 3%332 9,820
UNITED CAPITAL FINANCIAL ADVISERS,INC. 4%1,350 38,298 THOMPSON SIEGEL & WALMSLEY LLC 49%318 336
SPHERA FUNDS MANAGEMENT LTD. 47%1,300 4,061 TOEWS CORP /ADV sold300 0
Virtu Financial LLC 61%1,277 3,355 Apella Capital, LLC 44%264 337
Teza Capital Management LLC 339%1,256 1,627 TEXAS PERMANENT SCHOOL FUND 0%258 71,215
USCA RIA LLC 20%1,174 7,044 HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 7%253 3,390
SOUNDMARK WEALTH MANAGEMENT, LLC 28%1,169 5,378 WESTWOOD MANAGEMENT CORP /IL/ 1%250 33,573
South Street Advisors LLC bought1,138 1,138 swisspartners Ltd. 10%234 2,012
Sky Investment Group LLC bought1,135 1,135 Venturi Wealth Management, LLC 12%227 1,683
Tranquility Partners, LLC bought1,072 1,072 vontobel swiss wealth advisors AG 71%222 90
SEI INVESTMENTS CO 1%1,017 198,113 VALICENTI ADVISORY SERVICES INC 3%220 7,677
Spears Abacus Advisors LLC 579%979 1,148 TFO-TDC, LLC 100%217 1
SRS Capital Advisors, Inc. bought963 963 Stonehage Fleming Financial Services Holdings Ltd 0%215 73,622
Snider Financial Group bought904 904 WEBSTER BANK, N. A. 3%211 6,440
TOKIO MARINE ASSET MANAGEMENT CO LTD 5%879 17,100 Renasant Bank 28%207 537
Sciencast Management LP 184%849 1,310 Silvant Capital Management LLC 2%201 11,233
Oak Asset Management, LLC bought832 832 Willis Johnson & Associates, Inc. sold188 0
SALEM INVESTMENT COUNSELORS INC 4%820 21,951 WESPAC Advisors, LLC 54%186 158
Strategic Wealth Designers 32%769 3,149 WMS Partners, LLC 5%186 3,417
J O Hambro Investment Management Ltd 2%730 46,123 Parker Investment Management, LLC 2%178 9,739
Mountain Capital Investment Advisors, Inc bought669 669 APPLETON PARTNERS INC/MA 2%178 9,772
Zurcher Kantonalbank (Zurich Cantonalbank) 0%667 156,795 Van Hulzen Asset Management, LLC 6%173 2,555
Sumitomo Mitsui Asset Management Company, LTD 2%635 28,538 US FINANCIAL ADVISORS, LLC sold170 0
Triumph Capital Management bought629 629 STONERIDGE INVESTMENT PARTNERS LLC 8%157 1,731
SCBT FINANCIAL CORP 8%603 7,771 WISCONSIN CAPITAL MANAGEMENT LLC 4%150 3,197
Oak Harvest Investment Services 44%602 1,970 Trexquant Investment LP sold149 0
PARK NATIONAL CORP /OH/ 13%593 5,326 Sather Financial Group Inc 25%149 437
TOWER BRIDGE ADVISORS 17%583 4,031 WHITTIER TRUST CO 0%146 44,455
UMA Financial Services, Inc. bought579 579 WEDGE CAPITAL MANAGEMENT L L P/NC 19%136 565
Traynor Capital Management, Inc. 3%577 21,480 ABNER HERRMAN & BROCK LLC 8%136 1,657
SATOVSKY ASSET MANAGEMENT LLC 473%577 699 Winfield Associates, Inc. 2%133 6,156
STATE OF WISCONSIN INVESTMENT BOARD 0%575 417,695 Wealthstreet Investment Advisors, LLC sold131 0
Slow Capital, Inc. 12%574 5,459 Towercrest Capital Management 55%130 107
WELCH CAPITAL PARTNERS LLC/NY 46%567 1,807 Terra Nova Asset Management LLC 7%127 1,705
Stevard, LLC bought524 524 Wharton Business Group, LLC 20%126 517
Sunflower Bank, N.A. bought516 516 Ullmann Financial Group, Inc. 31%126 275
ROTHSCHILD INVESTMENT CORP /IL 17%475 3,281 Adviser Investments LLC 6%126 2,131
Regency Capital Management Inc.DE 52%465 1,365 Sloy Dahl & Holst, LLC 4%124 2,777
Trust Asset Management LLC 13%444 3,839 Sound Income Strategies, LLC 17%124 590
Wealth Quarterback LLC bought426 426 Shulman DeMeo Asset Management LLC sold115 0
Timber Creek Capital Management LLC 13%414 3,561 SYQUANT CAPITAL SAS 37%115 200
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 4%413 10,652 UBP Investment Advisors SA 28%114 298
M&R CAPITAL MANAGEMENT INC 25%412 2,080 NuWave Investment Management, LLC sold106 0
Strategic Global Advisors, LLC 10%410 4,683 CHESLEY TAFT & ASSOCIATES LLC/IL 1%105 18,160
Wealth Advisory Solutions, LLC bought406 406 Sunbelt Securities, Inc. 3%104 3,216
Springhouse Capital Management, LP 28%400 1,840 SECURITY NATIONAL TRUST CO 3%100 3,099
Tamar Securities, LLC 10%389 4,145 QP WEALTH MANAGEMENT, LLC 6%98 1,538
YHB Investment Advisors, Inc. 3%387 11,529 WT Wealth Management 7%98 1,365
Strategic Wealth Partners, Ltd. 43%379 1,268 WESBANCO BANK INC 1%98 18,818
Williams Jones Wealth Management, LLC. 1%379 44,237 Susquehanna International Group Ltd. 12%92 656
Tempus Wealth Planning, LLC 297%377 504 Stuart Chaussee & Associates, Inc. sold91 0
Synergy Financial Management, LLC bought376 376 Trinity Wealth Management, LLC sold89 0
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 1%362 64,866 Resource Management, LLC 6%89 1,465
SADOFF INVESTMENT MANAGEMENT LLC bought355 355 PRIVATE ASSET MANAGEMENT INC 1%87 6,405
Sandy Spring Bank 3%353 12,085 Three Peaks Capital Management, LLC sold83 0
Weiss Multi-Strategy Advisers LLC 15%340 2,580 TRILLIUM ASSET MANAGEMENT CORP 37%81 136
Stratos Wealth Partners, LTD. 1%335 23,594 Texas Capital Bank Wealth Management Services Inc 9%79 773
Tradition Wealth Management, LLC 21%328 1,910 Stillwater Investment Management, LLC 2%78 3,443
Stewart Asset Management, LLC 7%324 5,092 Sitrin Capital Management LLC 4%75 1,874
Stratos Wealth Advisors, LLC 16%319 2,291 S&CO INC 5%75 1,322
V Wealth Management,LLC 6%310 5,883 SIGMA INVESTMENT COUNSELORS INC 2%73 4,096
Perkins Coie Trust Co bought306 306 Stanley-Laman Group, Ltd. 6%72 1,215
Spectrum Management Group, Inc. 17%303 2,139 DUBUQUE BANK & TRUST CO 6%72 1,080
Signet Investment Advisory Group, Inc. 83%296 652 Sanctuary Wealth Management, L.L.C. sold67 0
Sawtooth Asset Management, Inc. 15%293 2,228 SANDER CAPITAL ADVISORS INC 1%66 5,828
WESPAC Advisors SoCal, LLC 8%292 3,756 ROCKLAND TRUST CO 5%66 1,207
We Are One Seven, LLC 7%287 4,507 TOMS Capital Investment Management LP 0%64 23,036
United Asset Strategies, Inc. 4%285 6,969 Hodges Capital Management Inc. 5%63 1,150
Seascape Capital Management bought270 270 Stony Point Wealth Management Inc. 9%60 592
CULLINAN ASSOCIATES INC 6%268 4,987 VAUGHAN DAVID INVESTMENTS INC/IL 19%59 245
Surevest Inc. 13%267 2,356 WHITENER CAPITAL MANAGEMENT, INC. 1%59 4,783
Vestmark Advisory Solutions, Inc. 6%266 4,879 WEST CHESTER CAPITAL ADVISORS, INC 4%57 1,289
Van Leeuwen & Company, LLC 35%256 984 CANANDAIGUA NATIONAL CORP 2%54 2,517
Verdence Capital Advisors LLC 14%253 2,024 Skylands Capital, LLC 2%50 2,000
WealthBridge Investment Counsel Inc. 15%248 1,874 WOODSTOCK CORP 11%50 412
Wealth Advisors of Iowa, LLC bought241 241 TimesSquare Capital Management, LLC 10%48 418
Wallington Asset Management, LLC 4%231 5,400 IMS Capital Management 3%45 1,425
Soltis Investment Advisors LLC 12%228 2,208 Simmons Bank 1%44 5,115
TOTAL INVESTMENT MANAGEMENT INC bought225 225 Wilkinson Global Asset Management LLC 0%43 14,320
SCHNIEDERS CAPITAL MANAGEMENT LLC 7%221 3,451 Newman & Schimel, LLC 27%39 106
Valmark Advisers, Inc. 13%221 1,916 SNS Financial Group, LLC 2%39 1,706
Spotlight Asset Group, Inc. 7%221 3,464 Veritas Investment Partners (UK) Ltd. 3%38 1,168
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 4%215 6,023 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7%38 507
Comprehensive Portfolio Management, LLC 7%213 3,381 Veracity Capital LLC 4%35 776
TruWealth Advisors, LLC 5%208 4,407 WASHBURN CAPITAL MANAGEMENT, INC. 3%35 1,171
WoodTrust Financial Corp 9%200 2,329 Stillwater Capital Advisors, LLC 8%33 360
Paul A. Violich, Inc. 70%196 477 Tributary Capital Management, LLC 4%30 683
TRH Financial, LLC 25%186 929 Paragon Advisors, LLC 3%30 1,022
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 16%183 1,307 Silverleafe Capital Partners, LLC 1%29 2,829
Vantage Investment Partners, LLC 2%180 11,604 Hudson Value Partners, LLC 2%26 1,047
Pacifica Partners Inc. 16%178 1,312 HALL LAURIE J TRUSTEE 4%26 704
Sailer Financial LLC 11%175 1,825 Reitz Capital Advisors LLC 28%25 65
Corsicana & Co. bought174 174 TORRAY LLC 1%25 3,832
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9%173 2,138 TFG Advisers LLC 1%23 1,764
TRUST CO OF VERMONT 1%172 12,895 Summit Financial Wealth Advisors, LLC 6%23 345
WASHINGTON TRUST BANK 3%167 6,467 WEDGEWOOD INVESTORS INC /PA/ 23%22 75
Truadvice, LLC 35%166 645 WJ Wealth Management, LLC 3%22 632
SOA Wealth Advisors, LLC. 4%165 4,349 Twin Lakes Capital Management, LLC 2%21 1,023
WENDELL DAVID ASSOCIATES INC 5%162 3,410 NEVILLE RODIE & SHAW INC 0%21 6,142
SAGE RHINO CAPITAL LLC 22%160 900 Boltwood Capital Management 3%20 666
Riggs Asset Managment Co. Inc. 6%158 2,638 Legacy Private Trust Co. 1%19 2,123
SevenBridge Financial Group, LLC 6%157 2,958 Town & Country Bank & Trust CO dba First Bankers Trust CO 10%18 161
Salomon & Ludwin, LLC bought157 157 Windsor Group LTD 1%18 1,305
Newport Capital Group, LLC bought149 149 Spectrum Asset Management, Inc. (NB/CA) 10%17 151
SCHOLTZ & COMPANY, LLC 3%146 5,877 Sterling Investment Management, Inc. 1%17 1,386
Telos Capital Management, Inc. 5%144 2,992 Waypoint Wealth Partners Inc. 18%16 71
Sage Mountain Advisors LLC 17%140 951 Stokes Capital Advisors, LLC 19%15 65
Virtue Capital Management, LLC 5%138 2,721 Hemington Wealth Management 2%15 619
TRUSTCORE FINANCIAL SERVICES, LLC 3%137 4,384 Truepoint, Inc. 4%15 372
Vigilant Capital Management, LLC 1%137 12,609 SHEETS SMITH & ASSOCIATES INC 0%15 4,680
First National Bank of Mount Dora, Trust Investment Services 9%136 1,703 First Financial Bank, N.A. - Trust Division 1%15 1,125
WRIGHT INVESTORS SERVICE INC 5%136 2,620 F&V Capital Management, LLC 6%15 234
Strategic Investment Advisors / MI 15%134 1,003 Tradewinds Capital Management, LLC 0%14 2,901
Stokes Family Office, LLC 10%133 1,474 Savior LLC 9%12 120
BEESE FULMER INVESTMENT MANAGEMENT, INC. 2%125 6,135 STONEBRIDGE CAPITAL MANAGEMENT INC 1%11 868
Yale Capital CORP 5%119 2,630 Samalin Investment Counsel, LLC 5%11 230
United Bank 11%119 1,239 Richard P Slaughter Associates Inc 6%11 187
Vantage Financial Partners Ltd., Inc. 20%118 716 Waldron, LP 0%11 5,268
Western Wealth Management, LLC 2%118 6,677 Triangle Securities Wealth Management 1%10 995
YOUNGS ADVISORY GROUP, INC. 27%115 541 Stone House Investment Management, LLC 14%10 62
TSFG, LLC 5%115 2,653 ORRSTOWN FINANCIAL SERVICES INC 3%9 316
Southern Farm Bureau Life Insurance bought110 110 FULTON BANK, N.A. 0%9 7,020
WAGNER CAPITAL MANAGEMENT CORP 9%108 1,333 Taylor Hoffman Wealth Management 10%8 76
SlateStone Wealth, LLC 4%107 2,802 Vista Private Wealth Partners. LLC 7%8 102
Wealth Architects, LLC 6%105 1,730 Smith & Howard Wealth Management, LLC 2%8 415
WRAPMANAGER INC 7%104 1,517 VISTA CAPITAL PARTNERS, INC. 2%7 407
Sculati Wealth Management, LLC 6%104 1,771 SCHMIDT P J INVESTMENT MANAGEMENT INC 0%7 4,252
SCHARF INVESTMENTS, LLC 31%103 434 Stordahl Capital Management, Inc. 9%6 60
Bath Savings Trust Co 2%102 5,173 Spectrum Planning & Advisory Services Inc. 1%6 520
SMITH CHAS P & ASSOCIATES PA CPAS 12%101 920 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0%6 1,344
Tarbox Group, Inc. 22%100 551 SAX WEALTH ADVISORS, LLC 2%6 290
WALLER FINANCIAL PLANNING GROUP, INC bought100 100 Suncoast Equity Management 0%5 8,457
Vigilare Wealth Management 7%100 1,451 ARLINGTON PARTNERS LLC 3%5 195
Wells Financial Advisors INC 714%100 114 Sara-Bay Financial 5%5 90
VeraBank, N.A. 19%96 595 Sharkey, Howes & Javer 6%5 82
S.E.E.D. Planning Group LLC 5%94 2,158 Truehand, Inc 0%5 6,013
VAN ECK ASSOCIATES CORP 12%90 868 Smart Money Group LLC 4%4 92
Sage Capital Advisors,llc 6%90 1,504 Strategic Financial Group, LLC 2%4 213
WATERS PARKERSON & CO INC 27%90 419 TriaGen Wealth Management LLC 1%4 331
Feltz Wealth PLAN Inc. 2%89 5,076 White Pine Investment CO 3%4 127
SIGNATUREFD, LLC 1%88 8,124 Butler Wick Trust CO 3%3 106
Semmax Financial Advisors Inc. 20%87 514 Savant Capital Management Inc 0%3 5,696
FIRST MIDWEST BANK TRUST DIVISION 4%86 2,261 Weaver Consulting Group 1%3 568
Wellington Shields & Co., LLC 6%78 1,403 TFC Financial Management 2%3 189
North Star Investment Management Corp. 3%76 3,065 Steigerwald, Gordon & Koch Inc. 1%3 509
MARKEL CORP(Tom Gayner) 0%76 98,518 Wade Financial Advisory, Inc 1%3 270
Vista Wealth Management Group, LLC 11%76 781 Ellenbecker Investment Group 1%3 356
SAYBROOK CAPITAL /NC 6%74 1,331 Williams Financial, LLC 3%3 95
VIRIDIAN RIA, LLC 3%73 2,349 UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO sold3 0
WNY Asset Management, LLC 8%73 932 UNIVEST CORP OF PENNSYLVANIA 0%3 3,138
First Dallas Securities Inc. 52%71 207 Capital Financial Planning, LLC 0%3 727
RDL FINANCIAL INC bought71 71 Summit Financial Strategies, Inc. 1%2 303
SPINNAKER TRUST 3%70 2,249 Signify Wealth 1%2 242
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7%70 1,011 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0%2 711
Pflug Koory, LLC bought69 69 Sequent Asset Management, LLC 0%1 1,466
Verde Capital Management 8%69 901 THOMPSON INVESTMENT MANAGEMENT, INC. 1%1 198
Sound View Wealth Advisors Group, LLC 3%69 2,630 SHAKER INVESTMENTS LLC/OH 0%1 1,583
Zhang Financial LLC 4%68 1,863 SAGE PRIVATE WEALTH GROUP, LLC 0%1 239
STONNINGTON GROUP, LLC 2%66 3,777 Geier Asset Management, Inc. 0%1 2,280
WILKINS INVESTMENT COUNSEL INC bought66 66 Verity & Verity, LLC no change 111
TWIN CAPITAL MANAGEMENT INC 1%65 10,508 Roth Financial Partners LLC no change 111
Solitude Financial Services bought65 65 Syverson Strege & Co no change 40
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV bought64 64 Stephens Investment Management Group LLC no change 50
CONFLUENCE INVESTMENT MANAGEMENT LLC bought64 64 Rocky Mountain Advisers, LLC no change 17
TIEDEMANN WEALTH MANAGEMENT, LLC 2%64 3,949 Santori & Peters, Inc. no change 117
CHEMUNG CANAL TRUST CO 1%62 4,250 S.A. Mason LLC no change 116
TOBAM 11%61 594 Deane Retirement Strategies, Inc. no change 17
SEARCY FINANCIAL SERVICES INC /ADV bought61 61 Your Advocates Ltd., LLP no change 19
Total Wealth Planning, LLC bought60 60 Selective Wealth Management no change 38
Well Done, LLC 44%60 195 Filbrandt Wealth Management, LLC no change 3
WealthTrust Asset Management, LLC bought60 60 VERITY Wealth Advisors no change 89
Townsend & Associates, Inc 92%60 125 Sippican Capital Adivsors no change 87
UNITED MARITIME CAPITAL LLC 1%60 7,796 Watchman Group, Inc. no change 80
Security National Bank 2%59 3,578 Sage Financial Management Group, Inc. no change 84
Xcel Wealth Management, LLC 1%59 5,442 Spence Asset Management no change 22
Versant Capital Management, Inc 50%59 177 Veritas Investment Management (UK) Ltd no change 126
Smith, Salley & Associates 2%58 3,812 Advocacy Wealth Management Services, LLC no change 4
W.G. Shaheen & Associates DBA Whitney & Co 1%58 5,018 Yorktown Management & Research Co Inc no change 68
SHIKIAR ASSET MANAGEMENT INC 1%54 8,623 WEBSTERROGERS FINANCIAL ADVISORS, LLC no change 69
WHITE PINE CAPITAL LLC 5%53 1,181 West Financial Advisors, LLC no change 16
WIMMER ASSOCIATES 1, LLC 3%53 1,737 Financial Gravity Wealth, Inc. no change 2
WC Walker & Associates, Inc. 4%53 1,302 WS MANAGEMENT LLP no change 867
Summit X, LLC 2%52 2,639 ELM ADVISORS, LLC no change 760
Powell Investment Advisors, LLC 71%50 120 THOMAS WHITE INTERNATIONAL LTD no change 938
VILLERE ST DENIS J & CO LLC 39%50 179 Sterneck Capital Management, LLC no change 1,042
SFE Investment Counsel 2%50 2,729 West Oak Capital, LLC no change 1,177
Sugarloaf Wealth Management, LLC 10%48 553 WCM INVESTMENT MANAGEMENT/CA no change 1,069
Salvus Wealth Management, LLC 46%47 149 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV no change 756
XML Financial, LLC 6%46 780 Riverview Trust Co no change 731
RDA Financial Network 5%46 942 SEARLE & CO. no change 568
WSFS CAPITAL MANAGEMENT, LLC 7%46 724 Lester Murray Antman dba SimplyRich no change 564
Regent Investment Management LLC 1%45 5,223 SPIRIT OF AMERICA MANAGEMENT CORP/NY no change 150
Wescott Financial Advisory Group, LLC 28%45 206 U S GLOBAL INVESTORS INC no change 690
SENTRY INVESTMENT MANAGEMENT INC 1%44 4,877 Rosenbaum Jay D. no change 700
Summit Place Financial Advisors, LLC 7%44 647 Grassi Investment Management no change 1,580
SUMMIT FINANCIAL GROUP INC 15%44 343 Stenahm Asset Managment Ltd no change 1,700
O'Brien Wealth Partners LLC 24%44 228 Supplemental Annuity Collective Trust of NJ no change 4,640
Allegiant Private Advisors, LLC 8%43 604 Sturgeon Ventures LLP no change 4,356
Verity Asset Management, Inc. 10%43 472 SCS Capital Management LLC no change 8,220
STABLEFORD CAPITAL II LLC 2%42 2,162 EVERENCE CAPITAL MANAGEMENT INC no change 8,700
SOMERVILLE KURT F 1%42 4,632 TIAA, FSB no change 180
USAdvisors Wealth Management, LLC 36%42 160 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO no change 25,270
Sargent Investment Group, LLC 3%41 1,663 Spark Investment Management LLC no change 3,159
Wealth Dimensions Group, Ltd. 9%40 484 SONATA CAPITAL GROUP INC no change 2,773
Royal Harbor Partners, LLC 5%40 801 Saturna Capital CORP no change 1,872
THOROUGHBRED FINANCIAL SERVICES, LLC 1%35 3,769 Sageworth Trust Co no change 1,842
RIDGECREST WEALTH PARTNERS, LLC 25%35 177 SCP Investment, LP no change 2,000
Winch Advisory Services, LLC 1%35 5,219 Taikang Asset Management (Hong Kong) Co Ltd no change 2,173
Trilogy Capital Inc. 25%34 168 Schwab Charitable Fund no change 2,508
Norway Savings Bank 5%34 715 Apex Investment Services, Inc. no change 562
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 56%34 95 SNOW CAPITAL MANAGEMENT LP (Richard Snow) no change 500
Souders Financial Advisors 3%34 1,256 Paragon Wealth Strategies, LLC no change 155
WOLFF WIESE MAGANA LLC 4%34 806 Sterling Manor Financial, LLC no change 155
Renaissance Investment Group LLC 1%32 3,534 First Citizens Financial Corp no change 160
Curbstone Financial Management Corp 1%32 2,194 PALLADIEM, LLC no change 161
PEOPLES FINANCIAL SERVICES CORP. 2%31 1,755 St. Louis Trust Co no change 177
LifeSteps Financial, Inc. 4%31 837 TAP Consulting, LLC no change 171
R. W. Roge & Company, Inc. 37%30 112 Ronna Sue Cohen no change 150
RIVERSEDGE ADVISORS, LLC 39%30 106 Valtinson Bruner Financial Planning LLC no change 148
Welch Group, LLC 3%30 996 Wechter Feldman Wealth Management, Inc. no change 130
Warren Averett Asset Management, LLC 5%30 641 Praetorian Wealth Management, Inc. no change 129
Trust Co of Kansas 1%30 3,924 TEXAS CAPITAL BANCSHARES INC/TX no change 136
RVW Wealth, LLC 6%30 519 RAINEY & RANDALL INVESTMENT MANAGEMENT INC. no change 144
WESTERN FINANCIAL CORPORATION 8%29 378 Pratt Collard Advisory Partners LLC no change 144
SPRENG CAPITAL MANAGEMENT, INC. 6%28 471 Single Point Partners, LLC no change 183
Valley Brook Capital Group, Inc. 10%28 304 Strategic Family Wealth Counselors, L.L.C. no change 188
Emerald Investment Partners, LLC 2%28 1,203 WESTPORT ASSET MANAGEMENT INC no change 436
S. R. Schill & Associates 1%28 2,101 Taylor, Cottrill, Erickson & Associates, Inc. no change 425
RNC CAPITAL MANAGEMENT LLC 1%27 2,303 Thrive Capital Management, LLC no change 440
Secure Asset Management, LLC 8%27 377 Shoker Investment Counsel, Inc. no change 450
SkyOak Wealt, LLC 2%26 1,129 Sicart Associates LLC no change 456
Taylor Wealth Management Partners 2%26 1,693 Sovereign Financial Group, Inc. no change 455
Bouvel Investment Partners, LLC 1%26 1,783 Sabal Trust CO no change 330
Vishria Bird Financial Group, LLC 1%26 3,746 Sterling Financial Planning, Inc. no change 287
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1%24 2,223 Spectrum Wealth Advisory Group, LLC no change 233
TLW Wealth Management, LLC 1%23 3,166 Ferguson Shapiro LLC no change 199
Wills Financial Group, Inc. 1%23 2,115 John W. Brooker & Co., CPAs no change 237
Platte River Wealth Advisors, LLC 1%22 1,554 PRENTISS SMITH & CO INC no change 248
True Link Financial Advisors, LLC bought21 21 Weil Company, Inc. no change 252
SPC Financial, Inc. 4%21 499 VAN STRUM & TOWNE INC no change 128
ST GERMAIN D J CO INC 0%20 5,243
PATTEN & PATTEN INC/TN 2%19 1,230
Schneider Downs Wealth Management Advisors, LP 8%19 253
PBMares Wealth Management LLC 5%19 367
Wealth Management Partners, LLC 3%19 741
TLWM 6%18 322
Safeguard Investment Advisory Group, LLC 4%17 408
Signature Wealth Management Partners, LLC 2%17 782
Walkner Condon Financial Advisors LLC 10%17 184
Resonant Capital Advisors, LLC 2%17 701
Stonebridge Financial Planning Group, LLC 1%16 1,356
Silicon Hills Wealth Management, LLC 2%16 735
Westchester Capital Management, Inc. 2%16 969
SP Asset Management 1%16 1,605
Towerpoint Wealth, LLC 21%16 91
WP Advisors, LLC 1%15 1,616
SMITH, MOORE & CO. 1%15 1,233
Westshore Wealth, LLC 2%15 680
WFA of San Diego, LLC 3%14 440
STRATEGY ASSET MANAGERS LLC 2%13 725
TOTH FINANCIAL ADVISORY CORP 2%13 540
TRUST CO OF VIRGINIA /VA 2%13 841
LATEEF INVESTMENT MANAGEMENT/CA 0%13 17,701
OLD DOMINION CAPITAL MANAGEMENT INC 1%13 2,228
Massey, Quick & Co., LLC 3%12 371
Tillar-Wenstrup Advisors, LLC 2%12 626
Grubman Wealth Management 10%11 116
VIVID FINANCIAL MANAGEMENT, INC. 2%11 721
Northern Capital Management, Inc. 7%11 178
TRUST CO OF TOLEDO NA /OH/ 0%11 2,636
Tandem Investment Advisors, Inc. 14%11 88
Tranquilli Financial Advisor LLC 6%10 165
Trust Co 1%10 1,580
Summit Asset Management, LLC 1%10 778
TD Capital Management LLC 14%10 79
Trellis Advisors, LLC 4%10 255
WealthTrust Axiom LLC 2%10 493
OGOREK ANTHONY JOSEPH /NY/ /ADV 4%9 231
Personal Resources Investment & Strategic Management, Inc. 13%9 77
VALLEY NATIONAL ADVISERS INC 0%9 1,811
Sunburst Financial Group, LLC 4%9 217
Tortoise Investment Management, LLC 5%9 193
SOL Capital Management CO 2%8 364
Enterprise Bank & Trust Co 0%8 2,734
White Lighthouse Investment Management Inc. 1%8 678
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 7%8 119
Wealth Alliance Advisory Group, LLC 1%8 672
Tatro Capital, LLC 5%7 139
Total Clarity Wealth Management, Inc. 2%7 416
Tower View Investment Management & Research LLC 1%7 1,291
Pure Financial Advisors, Inc. 1%7 677
TANDEM CAPITAL MANAGEMENT CORP /ADV 7%7 110
Successful Portfolios LLC 1%7 843
Westbourne Investment Advisors, Inc. 2%6 265
Granite Springs Asset Management LLC 1%6 421
St. Johns Investment Management Company, LLC 1%6 1,150
Segment Wealth Management, LLC 0%6 1,370
SYM FINANCIAL CORPORATION 9%6 76
SeaBridge Investment Advisors LLC 2%6 346
Sawyer & Company, Inc 10%6 64
WILEY BROS.-AINTREE CAPITAL, LLC 1%6 695
Trust Investment Advisors 7%5 75
Sowa Financial Group, Inc. 6%5 82
STEWART & PATTEN CO LLC 5%5 111
WEYBOSSET RESEARCH & MANAGEMENT LLC 3%5 192
WD RUTHERFORD LLC 0%5 1,489
Pineno Levin & Ford Asset Management, Inc. 1%4 671
Lenox Wealth Advisors, Inc. 0%4 1,413
Retirement Planning Group 2%4 263
WEALTH ADVISORS, INC. 0%3 13,536
Wealth Builders bought3 3
Pacific Edge Advisors, LLC 0%2 649
Coastal Capital Group, Inc. 0%2 460
SMITHBRIDGE ASSET MANAGEMENT INC/DE 0%2 454
TPG Financial Advisors, LLC 1%2 172
Canton Hathaway, LLC 0%2 1,372
TL Private Wealth 2%2 89
Alpha Omega Wealth Management LLC 0%2 801
Winthrop Advisory Group LLC 0%2 1,305
Pinnacle Bank 0%2 683
TBH Global Asset Management, LLC 0%1 960
Wells Trecaso Financial Group, LLC 0%1 474
STRATEGIC CAPITAL ADVISERS, INC. 0%1 858
Vision Capital Management, Inc. 0%1 5,106
Wealth Advisors of Tampa Bay, LLC 0%1 1,004
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