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STOCK TICKER:
ISHARES GS $ INVESTO   (ticker: LQD)
Institutions' Indicator :          Sell          (Click Here For Details)
INSTITUTIONS' Score: 30
0 100 30
Current Holdings: 446,490,626
Previous Holdings: 540,309,167
Change: 17.36%
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)
MORGAN STANLEY bought16,449,936 16,449,936 UBS Group AG 100%17,888,612 13,303
Allianz Investment Management U.S. LLC bought9,544,604 9,544,604 JANE STREET GROUP, LLC 80%13,181,000 3,316,300
CITADEL ADVISORS LLC (Kenneth C. Griffin) 286%9,502,933 12,821,516 GUGGENHEIM CAPITAL LLC 99%8,146,733 103,892
Susquehanna International Group, LLP 134%8,591,798 14,985,331 ENVESTNET ASSET MANAGEMENT INC 49%8,144,677 8,340,176
BANK OF AMERICA CORP /DE/ 13%3,623,352 32,335,249 BARCLAYS PLC sold7,958,200 0
Hitchwood Capital Management LP bought3,600,000 3,600,000 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 79%3,442,350 907,650
CITIGROUP INC 29%2,501,617 11,235,542 J P MORGAN CHASE & CO 87%3,123,703 475,944
Elliott Investment Management L.P. 250%2,500,000 3,500,000 HAP Trading, LLC sold2,885,100 0
JEFFERIES GROUP INC /DE/ bought1,716,629 1,716,629 MEIJI YASUDA LIFE INSURANCE CO 19%2,505,000 11,002,000
Soros Fund Management LLC(George Soros) bought1,586,081 1,586,081 Mitsubishi UFJ Trust & Banking Corp 80%2,436,160 618,415
GUARDIAN LIFE INSURANCE CO OF AMERICA bought1,555,000 1,555,000 BANK OF NOVA SCOTIA / 77%1,769,344 520,198
CANADA PENSION PLAN INVESTMENT BOARD 64%1,470,000 3,768,300 Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp sold1,558,000 0
WELLS FARGO & CO/MN 23%1,399,354 7,482,003 LPL Financial CORP 35%1,446,777 2,637,057
BlueCrest Capital Management Ltd bought1,110,000 1,110,000 BANK OF MONTREAL /CAN/ 54%1,424,998 1,194,659
Fisher Asset Management, LLC(Kenneth L. Fisher) 6%854,403 15,596,962 VICTORY CAPITAL MANAGEMENT INC sold1,169,010 0
American Family Insurance Mutual Holding Co 59%775,000 2,078,600 GENWORTH FINANCIAL INC 57%1,000,000 750,000
STATE TREASURER STATE OF MICHIGAN 30%583,400 2,553,900 ALKEON CAPITAL MANAGEMENT LLC sold1,000,000 0
MILLENNIUM MANAGEMENT LLC 288%553,661 746,134 ALLSTATE CORP sold844,923 0
NOMURA HOLDINGS INC bought510,000 510,000 HSBC HOLDINGS PLC 74%752,678 268,213
Man Group plc 107%435,678 842,911 Richard Bernstein Advisors LLC 96%742,377 27,147
Personal Capital Advisors Corp 17%428,631 3,025,342 Janney Montgomery Scott LLC 34%662,180 1,279,698
BRIGADE CAPITAL MANAGEMENT, LLC bought420,000 420,000 PRUDENTIAL FINANCIAL INC 11%560,907 4,649,695
ING INVESTMENT MANAGEMENT LLC 129%387,178 686,890 Centiva Capital, LP sold506,940 0
Financial Engines Advisors L.L.C. 6%361,560 6,111,099 AMERIPRISE FINANCIAL INC 3%418,176 13,753,951
FormulaFolio Investments, LLC bought346,262 346,262 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14%411,300 2,493,892
People's United Financial, Inc. 51%322,238 957,645 MACKENZIE FINANCIAL CORP 22%380,600 1,361,000
Bank Julius Baer & Co. Ltd, Zurich 2,021%310,168 325,513 National Mutual Insurance Federation of Agricultural Cooperatives 9%356,000 3,422,400
CREDIT SUISSE/ 8%292,815 4,103,076 MML INVESTORS SERVICES, LLC 49%339,149 358,061
DIAM Co., Ltd. 165%290,410 466,540 WESTERN ASSET MANAGEMENT CO 4%323,989 7,703,150
SCM ADVISORS LLC bought275,668 275,668 Polaris Wealth Advisers, LLC sold278,533 0
COUNTRY TRUST BANK 149%267,250 446,850 Almanack Investment Partners, LLC. 85%243,235 41,264
Southern Farm Bureau Life Insurance bought263,000 263,000 Point72 Asset Management, L.P. 49%237,200 250,800
GLUSKIN SHEFF & ASSOC INC bought259,326 259,326 SRS Capital Advisors, Inc. 100%227,721 894
McKinley Carter Wealth Services, Inc. bought258,112 258,112 RWM Asset Management, LLC 98%224,552 4,151
Cetera Investment Advisers 296%252,807 338,308 SG Americas Securities, LLC 96%214,604 8,591
Intelligence Driven Advisers, LLC 90,194%239,917 240,183 Sawtooth Asset Management, Inc. sold209,109 0
Foundations Investment Advisors, LLC 176%236,753 371,289 Verition Fund Managegment LLC 95%190,845 10,775
COHEN & STEERS INC bought220,000 220,000 Raymond James Financial Services Advisors, Inc. 37%182,170 308,547
Wealthfront Advisers LLC 5%175,389 3,828,668 Cutler Group LP 43%181,900 239,700
PIERSHALE FINANCIAL GROUP, INC. 2,857%173,873 179,959 H D Vest Advisory Services 21%174,110 645,115
STATE OF WISCONSIN INVESTMENT BOARD 21%168,060 966,660 55I, LLC 56%167,895 130,645
ARGI Investment Services, LLC bought166,670 166,670 DUALITY ADVISERS, LP sold156,230 0
Susquehanna International Group Ltd. 3,128%156,387 161,387 QUATTRO FINANCIAL ADVISORS LLC 99%150,159 1,924
Facet Wealth, Inc. bought154,262 154,262 ATRIA INVESTMENTS LLC 24%144,553 447,984
BABSON CAPITAL MANAGEMENT LLC bought149,337 149,337 BCJ Capital Management, LLC 40%138,677 205,100
Atlantic Trust Group, LLC 3,038%148,865 153,765 Berkshire Money Management, Inc. sold135,914 0
Steel Peak Wealth Management LLC 722%148,419 168,981 Mirae Asset Global Investments Co., Ltd. 26%133,662 383,222
WEALTHSOURCE PARTNERS, LLC bought146,029 146,029 First National Bank of Hutchinson sold132,481 0
Mechanics Bank Trust Department 293%143,740 192,836 Goss Wealth Management LLC 57%130,969 100,715
Private Advisor Group, LLC bought126,872 126,872 ALLIANCEBERNSTEIN L.P. 79%129,574 35,211
TIEMANN INVESTMENT ADVISORS, LLC 1,300%121,882 131,259 Stewardship Advisors, LLC sold125,033 0
Voya Financial Advisors, Inc. 13%119,179 1,018,723 MANUFACTURERES LIFE INSURANCE CO 83%123,089 24,560
Crabel Capital Management, LLC 2,388%111,206 115,863 Walleye Trading LLC 58%120,956 88,044
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15%105,063 791,204 State of Tennessee, Treasury Department sold120,900 0
BB&T CORP 10%102,834 1,168,145 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 5%115,929 2,338,557
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 103%100,258 197,321 DEUTSCHE BANK AG 21%110,725 406,835
SUNRISE PARTNERS LLC /CT bought100,000 100,000 Interactive Financial Advisors sold107,464 0
Venturi Wealth Management, LLC 441%97,060 119,089 W. E. Donoghue & Co., LLC 52%106,609 98,667
REGIONS FINANCIAL CORP bought92,913 92,913 Harwood Advisory Group, LLC sold103,818 0
McMahon Financial Advisors, LLC bought92,313 92,313 Hudson Bay Capital Management, L.P. sold100,000 0
Valmark Advisers, Inc. 6%91,973 1,535,467 Greystone Financial Group, LLC sold99,986 0
Qube Research & Technologies Ltd bought88,494 88,494 RAYMOND JAMES & ASSOCIATES 11%97,041 776,676
MEMBERS CAPITAL ADVISORS INC 81%88,330 197,330 PROEQUITIES, INC. 56%96,199 74,345
OLD MISSION CAPITAL, LLC bought86,165 86,165 MOULTON WEALTH MANAGEMENT, INC 40%91,922 138,781
Integrated Wealth Concepts LLC 27%86,125 410,644 Sigma Planning Corp 24%91,854 297,128
JAMES INVESTMENT RESEARCH INC bought83,477 83,477 CI INVESTMENTS INC. 16%91,595 490,722
Eqis Capital Management, Inc. 82%81,715 180,988 COMMONWEALTH EQUITY SERVICES, LLC. 13%91,349 634,746
WESBANCO BANK INC bought79,937 79,937 RAINEY & RANDALL INVESTMENT MANAGEMENT INC. sold87,839 0
WestEnd Advisors, LLC 34%75,172 295,474 SG3 Management, LLC sold83,800 0
Bank of New York Mellon CORP 15%64,684 505,854 US BANCORP DE 21%81,870 307,253
Banco BTG Pactual S.A. 89%63,500 134,500 HighTower Advisors, LLC 32%81,726 169,770
Pacific Wealth Management bought62,805 62,805 Mariner Wealth Advisors, LLC 65%81,643 43,272
SPRINGBOK CAPITAL MANAGEMENT, LLC bought62,400 62,400 PAX Financial Group, LLC 55%79,291 63,580
PRUDENTIAL CORP PLC 4%61,103 1,686,749 Empowered Funds, LLC sold78,945 0
Belpointe Asset Management LLC bought58,839 58,839 Brookstone Capital Management 33%74,789 149,530
EXCHANGE TRADED CONCEPTS, LLC 7%58,020 844,086 Tri-Star Advisors Inc. 50%74,777 75,169
TEWKSBURY CAPITAL MANAGEMENT LTD bought57,900 57,900 Lavaca Capital LLC 81%73,200 16,800
CFS Investment Advisory Services, LLC bought57,616 57,616 AE Wealth Management LLC 32%73,170 157,537
COREPATH WEALTH PARTNERS LLC bought56,486 56,486 Clear Creek Financial Management, LLC sold72,872 0
Hilltop Holdings Inc. 44%55,406 181,085 NORTHERN TRUST CORP 4%71,795 1,921,499
HPM Partners LLC bought52,088 52,088 True Link Financial Advisors, LLC sold71,281 0
ATTICUS WEALTH MANAGEMENT, LLC 1,627%49,264 52,292 CAPITAL INSIGHT PARTNERS, LLC 81%70,414 16,600
Curran Financial Partners, LLC bought49,196 49,196 SCOTIA CAPITAL INC. 23%70,178 230,141
PARK AVENUE SECURITIES LLC 4%48,910 1,343,957 SCHRODER INVESTMENT MANAGEMENT GROUP sold70,033 0
NinePointTwo Capital bought45,902 45,902 Emerald Investment Partners, LLC 62%66,998 41,830
STEPHENS INC /AR/ 91%40,882 85,706 Ferguson Shapiro LLC sold64,415 0
TD ASSET MANAGEMENT INC 102%40,545 80,210 HawsGoodwin Investment Management LLC 38%62,569 100,105
Squarepoint Ops LLC bought38,445 38,445 Sharkey, Howes & Javer 51%61,916 59,660
Probity Advisors, Inc. bought37,269 37,269 DAL Investment CO sold61,103 0
JONES ROAD CAPITAL MANAGEMENT, L.P. bought37,000 37,000 OPPENHEIMER & CO INC 52%58,958 53,677
BROOKFIELD ASSET MANAGEMENT INC. bought36,515 36,515 MA Private Wealth 57%56,699 43,385
Muzinich & Co., Inc. bought35,000 35,000 Icon Wealth Partners, LLC 64%56,179 31,801
Cardan Capital Partners, LLC 1,653%34,193 36,262 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) sold54,700 0
THRIVENT FINANCIAL FOR LUTHERANS bought32,581 32,581 Advisors Capital Management, LLC sold54,623 0
Calamos Advisors LLC bought32,500 32,500 DOCK STREET ASSET MANAGEMENT INC 97%52,173 1,789
HITE Hedge Asset Management LLC 31%31,886 135,840 PFS INVESTMENTS INC. 27%52,009 141,169
Moloney Securities Asset Management, LLC 308%30,309 40,158 ONE Advisory Partners, LLC 65%51,496 27,942
CAPTRUST FINANCIAL ADVISORS 80%30,273 68,092 CONNING Asset Management Co. 70%50,816 21,845
FMA ADVISORY INC bought30,087 30,087 IndexIQ Advisors LLC 14%47,648 285,697
Veritable, L.P. 49%29,552 89,302 Spectrum Management Group, Inc. 66%45,938 23,432
Kaizen Financial Strategies bought28,939 28,939 Titan Capital Management, LLC /CA sold44,291 0
Stratos Wealth Advisors, LLC 178%28,798 45,020 Strategic Wealth Advisors Group,Inc. 38%44,054 72,067
CARY STREET PARTNERS ASSET MANAGEMENT LLC bought28,081 28,081 UMA Financial Services, Inc. sold43,773 0
Fulton Breakefield Broenniman LLC 20%27,895 170,187 UNITED CAPITAL FINANCIAL ADVISERS,INC. 16%42,333 219,124
Ascendant Capital Management, LLC bought27,700 27,700 DAN L DUNCAN FOUNDATION sold39,065 0
SignalPoint Asset Management, LLC bought26,084 26,084 Mitsubishi UFJ Asset Management Co., Ltd. 14%39,033 245,066
Biltmore Capital Advisors LLC bought26,047 26,047 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV sold39,000 0
Blue Creek Investment Partners, LLC 1,474%25,754 27,501 Maryland Capital Management, LLC sold38,915 0
GOLUB GROUP LLC 9%25,112 299,294 Burns Wealth Management, Inc. 95%38,321 1,932
NewEdge Wealth, LLC bought25,017 25,017 CWM, LLC 38%37,924 61,208
Birchcreek Wealth Management, LLC bought24,113 24,113 Regal Investment Advisors, LLC 26%37,414 107,775
20/20 Capital Management, Inc. bought23,560 23,560 Florin Court Capital LLP sold37,200 0
PRINCIPAL FINANCIAL GROUP INC 4%23,230 641,554 Barber Financial Group, Inc. 86%36,848 6,117
GeoWealth Management, LLC 40%23,156 81,715 Pictet & Cie (Europe) SA 95%36,800 1,912
Red Wave Investments LLC 13%22,086 190,653 WASHBURN CAPITAL MANAGEMENT, INC. sold36,027 0
SAX WEALTH ADVISORS, LLC bought21,318 21,318 NOMURA ASSET MANAGEMENT CO LTD sold35,600 0
Renaissance Technologies(Jim Simons) 159%21,300 34,700 ExodusPoint Capital Management, LP 15%34,122 186,326
Financial Network 27%21,248 99,757 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 38%33,383 55,430
WELLINGTON MANAGEMENT CO LLP 49%21,000 63,800 IFP Advisors, Inc 20%32,868 127,868
Strategic Equity Management 111%20,077 38,188 Riggs Asset Managment Co. Inc. 40%32,553 49,232
H&H Retirement Design & Management INC bought19,178 19,178 Marks Wealth, LLC sold32,392 0
Pinkerton Retirement Specialists, LLC 65%18,309 46,669 WAYNE HUMMER INVESTMENTS L.L.C. sold31,652 0
Proquility Private Wealth Partners, LLC bought17,499 17,499 Aveo Capital Partners, LLC sold30,359 0
AMJ Financial Wealth Management 22%17,490 97,925 SEI INVESTMENTS CO 45%30,265 36,328
Van Hulzen Asset Management, LLC 20%17,354 103,038 VIEWPOINT INVESTMENT PARTNERS CORP 30%30,190 70,372
Flaharty Asset Management, LLC 12%17,273 166,622 Spectrum Asset Management, Inc. (NB/CA) 37%29,621 49,390
WESTWOOD HOLDINGS GROUP INC 104%17,265 33,941 Royal Fund Management, LLC sold28,890 0
Flagship Private Wealth, LLC bought17,260 17,260 Total Clarity Wealth Management, Inc. 45%28,229 34,475
Winton Capital Group Ltd bought17,043 17,043 PANAGORA ASSET MANAGEMENT INC 2%28,175 1,141,379
M Holdings Securities, Inc. bought17,025 17,025 Bay Harbor Wealth Management, LLC 52%28,013 25,546
Concord Wealth Partners bought16,999 16,999 Itau Unibanco Holding S.A. 24%26,950 85,690
Kingsview Wealth Management, LLC 19%16,736 105,399 NWAM LLC 36%26,382 47,628
COMMERCE BANK N A/MO 46%15,432 48,876 Insight Wealth Strategies, LLC 12%24,739 187,506
Psagot Investment House Ltd. bought15,256 15,256 CALIBER WEALTH MANAGEMENT, LLC sold24,709 0
Johnson Bixby & Associates, LLC bought15,241 15,241 LifePro Asset Management sold24,546 0
Financial Advocates Investment Management 47%15,231 47,356 Robertson Stephens Wealth Management, LLC 72%23,788 9,464
BENJAMIN F. EDWARDS & COMPANY, INC. 24%14,609 75,439 National Asset Management, Inc. 27%23,693 65,187
Daiwa Securities Group Inc. 16%14,200 100,900 AMP Capital Investors Ltd 26%22,754 63,396
FIRETHORN WEALTH PARTNERS, LLC bought14,026 14,026 Capstone Investment Advisors, LLC 54%21,542 18,023
Insight Wealth Partners, LLC 19%13,900 89,022 FLC Capital Advisors 21%21,503 80,965
CMG Global Holdings, LLC bought13,596 13,596 Williams Financial, LLC 29%21,314 52,442
Equitable Holdings, Inc. 16%13,321 96,941 Summit X, LLC 63%21,054 12,596
Arete Wealth Advisors, LLC bought13,092 13,092 Smart Money Group LLC 77%20,712 6,123
Centennial Wealth Advisory LLC bought12,776 12,776 FINANCIAL ADVISORY CORP /UT/ /ADV 83%20,568 4,221
Gilbert & Cook, Inc. 29%12,599 56,205 Galvin, Gaustad & Stein, LLC sold20,555 0
Braun-Bostich & Associates Inc. bought12,588 12,588 Aft, Forsyth & Sober, LLC 38%20,535 32,850
Hudock Moyer Wealth Resources, LLC 14%11,979 97,298 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 8%20,110 242,350
CHARTER TRUST CO 14%11,655 94,398 Trilogy Capital Inc. 17%20,105 97,798
Horizon Investments, LLC/SC bought11,133 11,133 ING GROEP NV 9%20,000 200,000
Dai-Ichi Life Insurance Company, Ltd 0%11,120 2,900,360 High Falls Advisors, Inc 11%18,708 151,814
Keebeck Alpha, LP bought11,097 11,097 FRANKLIN RESOURCES INC 23%18,644 63,027
Steward Partners Investment Advisory, LLC 9%10,970 127,975 Kestra Advisory Services, LLC 9%18,563 181,764
Visionary Wealth Advisors 266%10,969 15,097 Roundview Capital LLC 45%18,480 22,812
Iron Horse Wealth Management, LLC 10%10,663 121,403 HMS Capital Management, LLC 22%18,438 65,742
Community Capital Management, Inc. bought10,000 10,000 TRANSCEND WEALTH COLLECTIVE, LLC 52%18,297 17,165
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2%9,896 571,997 M&T BANK CORP 53%18,178 16,240
PFG Financial Advisors 29%9,871 43,570 KEYBANK NATIONAL ASSOCIATION/OH 3%17,946 540,079
Rockefeller Capital Management L.P. 21%9,665 56,698 DAVIDSON D A & CO 68%17,944 8,278
HOLDERNESS INVESTMENTS CO 555%9,618 11,352 Csenge Advisory Group 23%17,356 58,376
Financial Advisory Service, Inc. 35%9,584 37,347 BLUEFIN CAPITAL MANAGEMENT, LLC 90%16,787 1,841
Money Design Co.,Ltd. 11%9,548 93,469 New England Investment & Retirement Group, Inc. 15%16,616 91,461
USCA RIA LLC 23%9,182 49,870 Wealth Advisory Solutions, LLC sold16,583 0
SWMG, LLC bought9,168 9,168 Cornerstone Wealth Management, LLC 66%16,337 8,424
MERCER GLOBAL ADVISORS INC /ADV 199%9,111 13,689 Strategic Investment Advisors / MI 24%16,212 50,448
Perigon Wealth Management, LLC 56%9,102 25,277 Hudson Capital Management LLC 15%15,667 85,814
Actinver Wealth Management, Inc. 63%8,901 23,128 SYNOVUS FINANCIAL CORP 16%15,594 82,618
Ledyard National Bank 303%8,720 11,595 Arrow Investment Advisors, LLC sold15,490 0
BBVA USA BANCSHARES INC 65%8,714 22,054 CALTON & ASSOCIATES, INC. 81%15,443 3,670
Betterment LLC 7%8,609 124,538 EQ LLC sold15,275 0
DEFINED WEALTH MANAGEMENT, LLC bought8,599 8,599 Hanlon Investment Management, Inc. 83%14,668 2,980
Pinnacle Advisory Group, Inc. 48%8,576 26,542 Legacy Wealth Partners, Inc. sold14,633 0
B&D White Capital Company, LLC bought8,363 8,363 TCG Advisory Services, LLC 63%14,133 8,243
Canal Capital Management, LLC 158%7,997 13,056 Private Capital Group, LLC 72%14,036 5,524
Ten Capital Wealth Advisors, LLC 220%7,890 11,482 BESSEMER GROUP INC sold13,301 0
Venture Visionary Partners LLC 39%7,695 27,644 Mutual Advisors, LLC 21%13,027 50,174
BLB&B Advisors, LLC 8%7,528 101,081 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ sold12,900 0
Orion Capital Management LLC bought7,466 7,466 Sowell Financial Services LLC 37%12,879 22,250
BANQUE PICTET & CIE SA 113%7,345 13,854 Streettalk Advisors, LLC 55%12,833 10,586
First National Bank of South Miami 20%7,329 44,494 NEXT Financial Group, Inc 57%12,598 9,627
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 38%7,178 25,940 Petrus Trust Company, LTA 4%12,507 300,957
AdvisorNet Financial, Inc 33%7,176 28,604 Kohmann Bosshard Financial Services, LLC sold12,280 0
Renasant Bank bought7,102 7,102 COWA, LLC sold12,216 0
Chesapeake Wealth Management 5%7,008 142,727 Parallel Advisors, LLC 10%12,163 108,863
ACT Advisors, LLC. bought6,928 6,928 FURE FINANCIAL CORP 98%12,141 252
Alley Co LLC 6%6,917 126,852 Oxinas Partners Wealth Management LLC 65%11,852 6,342
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 1%6,750 1,083,081 GenTrust, LLC 29%11,731 28,590
Comprehensive Portfolio Management, LLC 25%6,643 32,966 WESPAC Advisors, LLC sold11,715 0
AMERITAS INVESTMENT CORP 189%6,604 10,095 Lokken Investment Group LLC 85%11,671 2,085
Midwest Professional Planners, LTD. bought6,416 6,416 Outlook Wealth Advisors, LLC 21%11,482 42,870
CONFLUENCE INVESTMENT MANAGEMENT LLC 19%6,412 40,772 INNEALTA CAPITAL, LLC sold11,375 0
Cooper Financial Group 299%6,384 8,516 American Research & Management Co. sold11,270 0
Karp Capital Management Corp 12%6,370 58,059 Verdence Capital Advisors LLC 80%11,224 2,821
CX Institutional 12%6,103 55,885 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC sold11,168 0
Onyx Bridge Wealth Group LLC bought6,091 6,091 Neuberger Berman Group LLC 38%10,994 17,889
Capital Advisors Wealth Management, LLC bought6,086 6,086 SigFig Wealth Management, LLC 41%10,530 15,277
EFG Asset Management (Americas) Corp. 33%6,075 24,504 LIBERTY WEALTH MANAGEMENT LLC 22%10,453 36,593
Cedar Brook Financial Partners, LLC bought6,014 6,014 TOWNSQUARE CAPITAL LLC 85%10,270 1,879
greenwich Wealth Management LLC bought5,997 5,997 Copperwynd Financial, LLC sold9,726 0
CWA Asset Management Group, LLC bought5,970 5,970 Strategic Wealth Partners, Ltd. 13%9,716 64,071
Main Street Financial Solutions, LLC bought5,808 5,808 Lindbrook Capital, LLC sold9,600 0
DOHJ, LLC 178%5,800 9,062 FIRST NATIONAL CORP /MA/ /ADV 59%9,420 6,601
Harbour Capital Advisors, LLC bought5,672 5,672 Kovack Advisors, Inc. 60%9,173 6,054
P-Solve LLC 43%5,656 18,691 Golden State Equity Partners 76%9,048 2,910
Stonehage Fleming Financial Services Holdings Ltd 9%5,510 64,088 Columbus Macro, LLC 41%9,040 13,048
Angeles Investment Advisors, LLC 2%5,500 363,500 Aspire Private Capital, LLC 45%9,008 11,039
Wealth Quarterback LLC 14%5,439 43,627 Dorsey Wright & Associates sold8,863 0
Lumature Wealth Partners, LLC 44%5,409 17,761 Redhawk Wealth Advisors, Inc. 19%8,840 38,307
Vision Capital Management, Inc. 6%5,374 88,374 Harel Insurance Investments & Financial Services Ltd. 17%8,835 43,619
Mayflower Financial Advisors, LLC bought5,346 5,346 EDMOND DE ROTHSCHILD HOLDING S.A. 82%8,721 1,859
Bowie Capital Management, LLC 53%5,270 15,270 Avitas Wealth Management LLC 58%8,550 6,095
Latitude Advisors, LLC 84%5,122 11,195 LEGAL & GENERAL GROUP PLC 6%8,523 126,551
Charter Oak Capital Management, LLC bought5,112 5,112 GREENWOOD CAPITAL ASSOCIATES LLC 53%8,411 7,608
CAPITAL ONE FINANCIAL CORP 101%5,077 10,106 Johnson Midwest Financial, LLC 99%8,377 73
CAMDEN NATIONAL BANK 25%5,063 25,468 J.W. COLE ADVISORS, INC. 23%8,369 28,370
Financial Architects, Inc 127%4,950 8,836 Peregrine Asset Advisers, Inc. 17%8,325 40,299
Vontobel Holding Ltd. 28%4,865 21,985 Creative Planning sold8,000 0
Archer Investment Corp 41%4,793 16,608 TWO SIGMA SECURITIES, LLC sold7,939 0
DOLIVER CAPITAL ADVISORS, INC. bought4,775 4,775 Tradition Wealth Management, LLC 22%7,432 26,544
Peak Asset Management, LLC 29%4,694 20,827 Claraphi Advisory Network, LLC 43%7,089 9,342
AXA 10%4,645 53,364 Spotlight Asset Group, Inc. 7%6,695 91,756
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 16%4,637 34,372 Jaffetilchin Investment Partners, LLC 64%6,646 3,770
BENJAMIN EDWARDS INC bought4,559 4,559 TORONTO DOMINION BANK 98%6,313 100
Windsor Capital Management, LLC 16%4,547 32,992 Full Sail Capital, LLC 3%6,138 177,302
Wela Strategies, LLC 3%4,474 139,121 Hayden Royal, LLC 73%5,961 2,185
Anfield Capital Management, LLC bought4,409 4,409 HUNTINGTON NATIONAL BANK 2%5,899 299,408
COMERICA SECURITIES,INC. 4%4,364 122,765 RMB Capital Management, LLC sold5,671 0
FORT PITT CAPITAL GROUP, LLC 107,675%4,307 4,311 Tranquilli Financial Advisor LLC sold5,588 0
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 10%4,269 45,908 Morris Retirement Advisors, LLC 15%5,586 31,269
BANK OF THE WEST 22%4,101 22,463 Multi-Financial Securities Corp 7%5,422 73,828
LVW Advisors, LLC 156%4,094 6,724 IFG Advisory, LLC 46%5,393 6,230
BANK HAPOALIM BM 6%4,078 67,568 Teamwork Financial Advisors, LLC 44%5,246 6,753
BLAIR WILLIAM & CO/IL 11%4,073 41,906 HBK Sorce Advisory LLC 31%5,233 11,562
Journey Advisory Group, LLC 57%4,030 11,115 Cypress Wealth Services, LLC 6%5,113 77,426
Miracle Mile Advisors, LLC 6%4,014 66,551 Mount Yale Investment Advisors, LLC 44%5,036 6,419
MACKAY SHIELDS LLC bought3,982 3,982 Veracity Capital LLC 48%5,019 5,429
Stokes Family Office, LLC bought3,857 3,857 Spectrum Asset Management, Inc. sold4,925 0
REILLY FINANCIAL ADVISORS, LLC 13%3,798 33,047 NYL Investors LLC 1%4,800 444,510
Exchange Capital Management, Inc. 18%3,783 24,654 Lee Capital Holdings LLC sold4,771 0
BRIDGER CAPITAL MANAGEMENT, LLC 118%3,730 6,895 Patton Albertson & Miller, LLC 21%4,770 18,219
BAKER TILLY FINANCIAL, LLC bought3,724 3,724 Ancora Advisors, LLC sold4,745 0
Laurel Wealth Advisors, Inc. 88%3,627 7,731 Cornerstone Wealth Group, LLC 12%4,601 33,518
Wells Financial Advisors INC 33%3,580 14,455 VisionPoint Advisory Group, LLC sold4,541 0
Vestmark Advisory Solutions, Inc. 10%3,384 35,995 ACORN FINANCIAL ADVISORY SERVICES INC /ADV sold4,516 0
PATRON PARTNERS ADVISORS, LLC bought3,332 3,332 OmniStar Financial Group, Inc. 58%4,399 3,188
Arden Trust Co 36%3,211 12,027 FIRST TRUST ADVISORS LP 6%4,317 68,238
Fundamentun, LLC 30%3,175 13,896 Center For Asset Management LLC 10%4,298 38,240
FineMark National Bank & Trust 36%3,125 11,716 TOMPKINS FINANCIAL CORP 68%4,238 1,999
Integrated Advisors Network LLC 5%3,048 63,232 ERTS Wealth Advisors, LLC 14%4,191 24,797
SimpliFi, Inc. 2%3,026 193,455 HARBOR FINANCIAL SERVICES, LLC 36%4,150 7,409
Towercrest Capital Management 6%2,986 54,546 AdvicePeriod, LLC 8%4,121 46,957
Ellevest, Inc. 279%2,972 4,038 Private Advisory Group LLC 23%4,120 14,057
NorthCoast Asset Management LLC 91%2,905 6,102 SEAWARD MANAGEMENT LIMITED PARTNERSHIP sold4,085 0
BerganKDV Wealth Management, LLC bought2,887 2,887 Minot Wealth Management LLC 19%4,020 17,630
Guidance Point Advisors, LLC 26%2,880 13,948 HANCOCK HOLDING CO 35%3,907 7,378
Koshinski Asset Management, Inc. bought2,848 2,848 Aurora Private Wealth, Inc. 38%3,904 6,431
QUANTLAB CAPITAL MANAGEMENT LTD bought2,811 2,811 SCHMIDT P J INVESTMENT MANAGEMENT INC sold3,825 0
First Heartland Consultants, Inc. 42%2,811 9,494 Bridgewater Associates, Inc.(Raymond Dalio) 0%3,824 1,097,379
Patriot Investment Management Inc. 20%2,810 16,829 Golden State Wealth Management, LLC 40%3,798 5,594
Traynor Capital Management, Inc. 7%2,784 42,204 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 19%3,758 15,539
Wealth Alliance bought2,761 2,761 Truadvice, LLC 68%3,716 1,749
Cypress Capital Group 5%2,746 58,313 RFG Advisory Group, LLC 8%3,706 41,614
BERNZOTT CAPITAL ADVISORS bought2,720 2,720 Inscription Capital, LLC sold3,685 0
Sunbelt Securities, Inc. 47%2,698 8,452 Virtue Capital Management, LLC 23%3,683 12,525
Pinnacle Family Advisors, LLC 64%2,689 6,860 COLLECTIVE FAMILY OFFICE LLC sold3,500 0
JD Financial Services Inc. bought2,658 2,658 Ballentine, Finn & Company, Inc. sold3,485 0
Mokosak Advisory Group, LLC 16%2,624 19,367 LAKE STREET FINANCIAL LLC 21%3,444 12,608
Sequoia Financial Advisors, LLC 7%2,578 37,371 N.E.W. Advisory Services LLC 26%3,354 9,330
We Are One Seven, LLC 8%2,535 35,759 DB Wealth Management Group, LLC sold3,261 0
One Charles Private Wealth Services, LLC bought2,529 2,529 Mattern Wealth Management LLC sold3,049 0
Millburn Ridgefield Corp 96%2,497 5,085 Occidental Asset Management, LLC 23%3,039 10,165
FIRST INTERSTATE BANCSYSTEM INC bought2,497 2,497 Diversified, LLC sold2,999 0
Harfst & Associates, Inc. bought2,470 2,470 KMG FIDUCIARY PARTNERS, LLC 4%2,965 74,476
Tatro Capital, LLC 78%2,463 5,634 PICTET ASSET MANAGEMENT LTD 0%2,950 827,190
PEAPACK GLADSTONE FINANCIAL CORP bought2,429 2,429 STRATEGY ASSET MANAGERS LLC 41%2,920 4,285
Winslow, Evans & Crocker, Inc. 621%2,391 2,776 Prospera Financial Services 18%2,848 13,267
Advisory Services Network, LLC 3%2,360 84,319 FOUNDERS FINANCIAL SECURITIES LLC 16%2,843 14,613
Money Matters Financial Group Inc bought2,340 2,340 CAMBIAR INVESTORS LLC 21%2,786 10,689
Intrua Financial, LLC bought2,321 2,321 Capital Investment Advisors, LLC 4%2,759 64,412
Emerald Advisors, LLC 5%2,248 45,491 APPLETON GROUP WEALTH MANAGEMENT LLC sold2,746 0
Accretive Wealth Partners, LLC bought2,232 2,232 WETHERBY ASSET MANAGEMENT INC sold2,733 0
PARSONS CAPITAL MANAGEMENT INC/RI 33%2,207 8,959 SONATA CAPITAL GROUP INC 16%2,699 13,795
Lantz Financial LLC bought2,202 2,202 Beacon Financial Advisory LLC sold2,696 0
Bluesphere Advisors, LLC bought2,194 2,194 Smith, Salley & Associates 32%2,656 5,722
AMG National Trust Bank 3%2,140 76,803 Global Retirement Partners, LLC 26%2,635 7,508
HENDERSON GROUP PLC 65%2,116 5,381 Paradigm Financial Partners, LLC 44%2,634 3,297
HARBOUR INVESTMENTS, INC. bought2,077 2,077 Ifrah Financial Services, Inc. 4%2,579 62,308
Omnia Family Wealth, LLC bought2,053 2,053 Wealthcare Advisory Partners LLC 29%2,570 6,190
Sabal Trust CO 79%2,036 4,626 Grandview Asset Management LLC 93%2,568 200
Verity Asset Management, Inc. 52%2,017 5,915 Harvest Investment Services, LLC sold2,564 0
Acorn Wealth Advisors, LLC bought2,008 2,008 Kalos Management, Inc. 52%2,528 2,361
WOLVERINE ASSET MANAGEMENT LLC bought2,000 2,000 Western Wealth Management, LLC 28%2,507 6,342
Evolution Wealth Advisors, LLC 95%1,985 4,075 Parkside Financial Bank & Trust 32%2,483 5,276
Archford Capital Strategies, LLC bought1,954 1,954 Perennial Investment Advisors, LLC 57%2,482 1,840
Fusion Capital, LLC 8%1,921 25,209 Alexandria Capital, LLC 5%2,464 49,314
Sage Mountain Advisors LLC bought1,910 1,910 Global Trust Asset Management, LLC 20%2,458 10,132
Good Life Advisors, LLC 15%1,904 14,526 Kovitz Investment Group Partners, LLC 10%2,440 21,060
Castle Rock Wealth Management, LLC 9%1,894 22,323 WADE G W & INC 2%2,407 156,873
Orion Portfolio Solutions, LLC bought1,879 1,879 Knuff & Co LLC 92%2,400 200
Johnson Financial Group, Inc. bought1,875 1,875 UBP Investment Advisors SA 34%2,375 4,700
BOENNING & SCATTERGOOD, INC. 35%1,844 7,126 Northwest Bancshares, Inc. sold2,312 0
BFT FINANCIAL GROUP, LLC 5%1,815 39,086 1ST SOURCE BANK 29%2,252 5,547
DIMENSION CAPITAL MANAGEMENT PARTNERS 455%1,796 2,191 MidWestOne Financial Group, Inc. sold2,226 0
AVALON ADVISORS L P 8%1,792 23,727 CBIZ Investment Advisory Services, LLC 98%2,186 56
Rosenberg Matthew Hamilton bought1,791 1,791 Alpha Cubed Investments, LLC sold2,153 0
Source Financial Advisors LLC 12%1,776 16,014 NKCFO LLC sold2,100 0
TORON CAPITAL MARKETS INC. 26%1,750 8,575 Keudell/Morrison Wealth Management 32%2,060 4,294
Ridgewood Investments LLC 54%1,653 4,729 Running Point Capital Advisors, LLC 17%2,052 9,808
MEEDER ASSET MANAGEMENT INC 60%1,651 4,407 HARBOR INVESTMENT ADVISORY, LLC 53%2,050 1,812
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought1,625 1,625 Sumitomo Mitsui Trust Holdings, Inc. 3%2,004 62,803
High Note Wealth, LLC 6%1,583 25,989 Plante Moran Financial Advisors Ltd Partnership sold1,955 0
Regal Wealth Group, Inc. 2%1,573 82,627 TRUE Private Wealth Advisors 5%1,947 33,742
New England Professional Planning Group Inc. 34%1,545 6,090 BAILARD, INC. sold1,947 0
IHT Wealth Management, LLC 8%1,543 21,545 Beirne Wealth Consulting Services, LLC sold1,900 0
Ballast, Inc. 16%1,516 11,273 E&G Advisors, LP 4%1,896 47,509
Dynamic Advisors Solutions LLC 4%1,506 36,744 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 19%1,894 7,843
SeaCrest Wealth Management, LLC 11%1,431 14,164 Ellis Investment Partners, LLC 60%1,827 1,230
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 0%1,383 460,241 OPTIMUM INVESTMENT ADVISORS 41%1,815 2,588
HCR Wealth Advisors 14%1,359 10,859 Iron Financial, LLC sold1,801 0
Laidlaw Wealth Management LLC 26%1,342 6,536 PROFESSIONAL PLANNING 12%1,796 13,749
Burleson & Company, LLC 8%1,329 17,820 Successful Portfolios LLC 12%1,726 12,965
Moors & Cabot, Inc. 54%1,320 3,779 Octavia Wealth Advisors, LLC sold1,706 0
Adams Asset Advisors, LLC 17%1,303 8,793 Apollon Wealth Management, LLC sold1,703 0
WHITE PINE CAPITAL LLC 7%1,300 20,418 Brand Asset Management Group, Inc. 69%1,696 770
Wealth Enhancement & Preservation of GA, LLC 7%1,271 19,475 InterOcean Capital Group, LLC sold1,687 0
KG&L Capital Management,LLC 8%1,266 17,336 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0%1,680 567,916
LexAurum Advisors, LLC 7%1,251 19,237 HOHIMER WEALTH MANAGEMENT, LLC 12%1,642 11,654
Sarasin & Partners LLP 5%1,249 28,883 Diversified Trust Co sold1,638 0
AlphaStar Capital Management, LLC 13%1,210 10,846 Newport Wealth Strategies, Inc. 30%1,635 3,795
WEBSTER BANK, N. A. 15%1,203 9,217 Argent Trust Co sold1,621 0
Twele Capital Management, Inc. 1%1,189 89,858 Norway Savings Bank 7%1,560 20,385
CONDOR CAPITAL MANAGEMENT 3%1,164 38,335 Prosperity Planning, Inc. 21%1,548 5,792
McNaughton Wealth Management, LLC 6%1,155 19,928 Beacon Pointe Advisors, LLC sold1,541 0
J. W. Coons Advisors, LLC 29%1,140 5,007 KFA Private Wealth Group, LLC sold1,531 0
LEVEL FOUR ADVISORY SERVICES, LLC 9%1,080 13,450 FENIMORE ASSET MANAGEMENT INC sold1,520 0
Accel Wealth Management bought1,065 1,065 OBERMEYER ASSET MANAGEMENT CO sold1,510 0
PFG Advisors 2%1,064 48,574 Institute for Wealth Management, LLC. sold1,501 0
ProVise Management Group, LLC 9%1,059 12,334 Slow Capital, Inc. sold1,500 0
Migdal Insurance & Financial Holdings Ltd. 122%1,017 1,849 Penobscot Investment Management Company, Inc. 10%1,494 13,166
MEMBERS Trust Co 33%952 3,841 VEREDUS ASSET MANAGEMENT LLC sold1,489 0
PINNACLE FINANCIAL PARTNERS INC 2%943 46,456 River Wealth Advisors LLC sold1,487 0
Laffer Investments 16%938 6,635 Phoenix Holdings Ltd. sold1,480 0
TRUST CO OF VERMONT bought931 931 Fulcrum Equity Management 12%1,476 11,201
Clear Harbor Asset Management, LLC 7%885 12,777 Astor Investment Management LLC 2%1,442 78,818
CENTAURUS FINANCIAL, INC. 12%872 8,014 tru Independence LLC sold1,385 0
DONALDSON CAPITAL MANAGEMENT, LLC 2%864 54,377 JFS WEALTH ADVISORS, LLC sold1,360 0
Sugarloaf Wealth Management, LLC 89%849 1,799 EVOKE WEALTH, LLC 62%1,327 804
Strategic Blueprint, LLC 10%840 9,326 Day & Ennis, LLC 3%1,310 48,384
Stonehearth Capital Management, LLC 7%835 13,529 Stratos Wealth Partners, LTD. 2%1,300 55,852
Tortoise Investment Management, LLC bought810 810 Bellecapital International Ltd. 8%1,263 14,397
Silverleafe Capital Partners, LLC 2%798 50,980 Lebenthal Global Advisors, LLC 34%1,250 2,470
Providence Capital Advisors, LLC 14%795 6,587 West Financial Advisors, LLC 50%1,250 1,239
Baystate Wealth Management LLC 52%794 2,325 WOLFF WIESE MAGANA LLC 37%1,177 1,972
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 17%791 5,405 Aviance Capital Partners, LLC 41%1,160 1,645
Jackson Hole Capital Partners, LLC 100%705 1,408 OARSMAN CAPITAL, INC. 17%1,106 5,473
Crestwood Advisors LLC 12%699 6,415 Interchange Capital Partners, LLC 36%1,073 1,933
Carroll Financial Associates, Inc. 17%680 4,671 Baird Financial Group, Inc. 93%1,000 78
LINCOLN NATIONAL CORP 7%676 10,218 Goodman & Company, Investment Counsel Ltd. 30%1,000 2,300
Krilogy Financial LLC 13%643 5,549 Lido Advisors, LLC 11%972 7,656
Tower Research Capital LLC 183%641 992 Goodwin Investment Advisory sold953 0
Horizon Investment Services, LLC 18%640 4,263 Advisors Asset Management, Inc. 64%951 538
MT LUCAS MANAGEMENT CORP 9%632 7,597 Ambassador Advisors, LLC sold950 0
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 10%607 6,965 Alliance Wealth Management Group 21%945 3,517
MEITAV DASH INVESTMENTS LTD 21%603 3,478 Jones Collombin Investment Counsel Inc 30%925 2,140
EATON VANCE MANAGEMENT 2%599 25,185 David J Yvars Group 5%903 16,070
Jacobi Capital Management LLC 5%575 11,558 Samalin Investment Counsel, LLC 18%844 3,972
Allred Capital Management, LLC bought512 512 Magnus Financial Group LLC 32%840 1,748
Wunderlich Capital Managemnt 1%484 45,837 Virtus ETF Advisers LLC sold840 0
Joseph P. Lucia & Associates, LLC 6%471 8,465 FIRST NATIONAL TRUST CO 8%839 9,335
Bartlett & Co. LLC 13%443 3,845 CONTRAVISORY INVESTMENT MANAGEMENT, INC. sold829 0
RMR Wealth Builders 220%439 639 Planned Solutions, Inc. 18%814 3,810
Independence Bank of Kentucky 7%425 6,525 Ausdal Financial Partners, Inc. 20%801 3,257
FIRST MANHATTAN CO bought418 418 GREATMARK INVESTMENT PARTNERS, INC. 12%800 5,837
Joel Isaacson & Co., LLC 20%411 2,468 HM PAYSON & CO 29%800 2,000
Carnegie Capital Asset Management, LLC 13%410 3,642 Sontag Advisory, LLC 2%759 32,415
CVA Family Office, LLC bought403 403 Cordant, Inc. 54%757 635
GLYNN JA & CO 17%400 2,707 Concorde Asset Management, LLC 76%755 245
Robinson Value Management, Ltd. 8%391 5,394 SCS Capital Management LLC 12%738 5,319
KEN ROBERTS INVESTMENT MANAGEMENT INC 4%379 8,866 Cambridge Advisors Inc. 5%735 14,281
IPG Investment Advisors LLC 2%372 19,015 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 7%735 9,835
CABOT MONEY MANAGEMENT INC 5%370 7,955 Wagner Wealth Management, LLC 25%732 2,145
WEDBUSH MORGAN SECURITIES INC 1%369 31,289 THOROUGHBRED FINANCIAL SERVICES, LLC 19%715 2,967
Marks Group Wealth Management, Inc 11%363 3,542 Stonebridge Capital Advisors LLC 28%706 1,800
TCF National Bank 2%357 17,327 Bruderman Asset Management, LLC 13%698 4,871
FDx Advisors, Inc. 8%341 4,433 Prime Capital Investment Advisors, LLC 8%691 7,700
UMB BANK N A/MO 1%331 25,223 Gradient Capital Advisors, LLC 8%683 7,834
Trust Co 49%323 988 HARRELL INVESTMENT PARTNERS, LLC 2%673 27,917
Laurel Wealth Advisors LLC 3%319 9,877 Capital Financial Planning, LLC 1%672 68,053
TrinityPoint Wealth, LLC 3%308 10,127 STIFEL FINANCIAL CORP 52%647 594
Rede Wealth, LLC 14%306 2,457 Affinity Capital Advisors, LLC 17%645 3,220
Pacifica Partners Inc. 2%303 13,861 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2%642 30,392
PEDDOCK CAPITAL ADVISORS, LLC bought300 300 DAVENPORT & CO LLC 11%641 5,012
Demars Financial Group, LLC 10%297 3,140 Bernardo Wealth Planning LLC 1%637 54,515
Atlas Private Wealth Advisors 4%290 7,236 DFPG INVESTMENTS, INC. 23%636 2,127
Capital Investment Advisory Services, LLC 6%258 4,557 JONES FINANCIAL COMPANIES LLLP 39%625 980
Coastal Investment Advisors, Inc. 12%254 2,313 RAYMOND JAMES TRUST CO 2%621 24,363
WELCH & FORBES LLC 0%251 154,565 FIFTH THIRD BANCORP 1%619 61,556
Capital Asset Advisory Services LLC 2%249 13,853 Country Club Trust Company, n.a. 8%605 7,053
WASHINGTON TRUST CO 20%249 1,522 DUNCKER STREETT & CO INC 1%599 44,166
Disciplined Investments, LLC 3%249 7,659 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 26%561 1,594
Keystone Financial Group 12%248 2,263 GREAT VALLEY ADVISOR GROUP, INC. 1%535 60,974
CITY HOLDING CO 1%244 20,200 UNIONBANCAL CORP 80%525 128
Hanson McClain, Inc. 29%243 1,070 180 WEALTH ADVISORS, LLC 20%518 2,080
FOCUS Wealth Advisors, LLC 2%234 15,752 Lloyd Advisory Services, LLC. 40%511 759
FSA Wealth Management LLC bought230 230 TSFG, LLC 17%501 2,437
FIRST AMERICAN TRUST CO 0%221 172,904 North Star Investment Management Corp. 3%482 17,223
Wealthstreet Investment Advisors, LLC 275%220 300 Aull & Monroe Investment Management Corp 16%477 2,503
Altman Advisors, Inc. 10%216 2,361 Newman Dignan & Sheerar, Inc. 19%472 2,025
Ashfield Capital Partners, LLC 1%207 16,301 Avondale Wealth Management sold470 0
Neumann Capital Management, LLC 2%201 12,891 MANCHESTER FINANCIAL INC sold470 0
PETTYJOHN CO 3%200 6,400 Fieldpoint Private Securities, LLC 33%465 928
Alpha DNA Investment Management LLC bought197 197 GIRARD PARTNERS LTD. 19%453 1,932
Baldrige Asset Management LLC 7%195 3,141 KESTRA PRIVATE WEALTH SERVICES, LLC 4%440 9,987
Coastline Trust CO 0%180 38,670 CARY STREET PARTNER INVESTMENT ADVISORY LLC 7%421 5,505
Forefront Analytics, LLC 1%179 25,832 Meridian Wealth Advisors, LLC sold416 0
Sandy Spring Bank 37%178 660 Doyle Wealth Management 16%404 2,078
TCTC Holdings, LLC 24%176 910 Kepos Capital LP 1%400 35,200
Community Bank, N.A. 9%165 2,061 Signet Investment Advisory Group, Inc. sold392 0
Oakmont Partners LLC 1%163 25,699 Clearbridge Advisors, LLC 4%386 8,931
Princeton Portfolio Strategies Group LLC 2%155 8,022 INVESTMENT HOUSE LLC 4%380 9,820
Altus Wealth Group LLC bought150 150 TFG Advisers LLC 4%357 7,834
TD Capital Management LLC 51%150 445 Pacitti Group Inc. 36%355 620
Financial Partners Group, Inc 7%144 2,222 BDO Wealth Advisors, LLC 3%355 11,534
OXFORD FINANCIAL GROUP LTD bought135 135 First Financial Bank, N.A. - Trust Division 7%351 4,449
FIERA SCEPTRE INC. 3%132 4,493 UNITED BANK /VA/ 1%325 21,409
Evercore Wealth Management, LLC 2%131 7,027 MATHER GROUP, INC. 13%322 2,192
MASSMUTUAL TRUST CO FSB/ADV 32%122 498 BALLAST ADVISORS LLC 25%319 947
New Capital Management LP bought119 119 Banco Santander, S.A. 10%318 2,994
Omega Financial Group, LLC 0%111 26,174 Ipswich Investment Management Co., Inc. 2%310 13,620
Acorns Advisers, LLC bought106 106 Menard Financial Group LLC 1%305 21,359
Abbrea Capital, LLC 7%100 1,590 WEDGEWOOD INVESTORS INC /PA/ 12%300 2,250
Procyon Private Wealth Partners, LLC 2%100 4,494 CITIZENS FINANCIAL GROUP INC/RI 12%300 2,196
Capstone Triton Financial Group, LLC bought98 98 CREATIVE FINANCIAL DESIGNS INC /ADV 16%297 1,545
JT Stratford LLC 3%91 3,070 4J Wealth Management LLC 2%290 18,981
Financial Gravity Wealth, Inc. bought85 85 Adams Wealth Management sold288 0
Bogart Wealth, LLC 160%85 138 Tacita Capital Inc 52%275 250
SHEETS SMITH & ASSOCIATES INC 1%83 14,911 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1%270 17,958
CPCM, LLC 0%83 19,586 ALESCO ADVISORS LLC 4%255 5,620
NWK Group, Inc. 8%70 940 SIGNATUREFD, LLC 81%250 59
Verde Capital Management 2%63 2,789 Titus Wealth Management 3%249 9,083
Carmichael Hill & Associates, Inc. 4%59 1,723 PACES FERRY WEALTH ADVISORS, LLC sold244 0
Adaptive Financial Consulting, LLC 1%58 4,109 Pinnacle Wealth Planning Services, Inc. sold240 0
Valeo Financial Advisors, LLC 9%56 674 King Wealth Management Group, LLC 1%235 26,718
Prestige Wealth Management Group LLC 3%55 1,730 Arkadios Wealth Advisors 13%232 1,586
Retirement Systems of Alabama 0%55 11,815 COLTON GROOME FINANCIAL ADVISORS, LLC 4%231 5,101
Choate Investment Advisors 2%50 3,239 Eukles Asset Management 2%230 9,280
FIRST CITIZENS BANK & TRUST CO 3%48 1,840 SYMONS CAPITAL MANAGEMENT INC 4%230 5,078
COLONY GROUP LLC 2%46 2,570 ATWOOD & PALMER INC 87%229 34
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC bought45 45 Ballew Advisors, Inc 6%222 3,439
ENCOMPASS WEALTH ADVISORS, LLC bought45 45 Lenox Wealth Advisors, Inc. 69%222 98
Mandatum Life Insurance Co Ltd 0%45 14,227 Massey, Quick & Co., LLC 80%221 56
Rehmann Capital Advisory Group 0%43 8,711 Stewardship Financial Advisors, LLC sold220 0
Retirement Group, LLC 1%35 4,493 CLEAR INVESTMENT RESEARCH, LLC 52%217 203
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1%33 6,073 Walkner Condon Financial Advisors LLC 5%216 4,464
Boyer & Corporon Wealth Management, LLC 0%33 10,790 Aft, Forsyth & Company, Inc. 2%215 11,478
Carnick & Kubik Group, LLC 2%30 1,587 Boltwood Capital Management 9%200 2,050
CRA Financial Services, LLC 2%26 1,726 Providence First Trust Co 1%200 16,583
Feltz Wealth PLAN Inc. 0%25 6,486 GOLDMAN SACHS GROUP INC 3%188 6,722
QCI ASSET MANAGEMENT INC/NY 1%24 3,364 Burt Wealth Advisors sold165 0
Tranquility Partners, LLC 1%21 2,291 SADOFF INVESTMENT MANAGEMENT LLC 5%164 3,350
Fragasso Group Inc. 1%21 3,323 ZACKS INVESTMENT MANAGEMENT 0%162 203,121
PARAMETRIC PORTFOLIO ASSOCIATES 1%20 1,811 HARVEST GROUP WEALTH MANAGEMENT, LLC sold162 0
Gradient Investments LLC 6%19 343 Adviser Investments LLC 1%161 24,524
CIBC World Markets Inc. 1%15 2,414 Single Point Partners, LLC 1%161 12,062
MONTAG A & ASSOCIATES INC 4%11 286 Elevated Capital Advisors, LLC 4%158 3,951
Hexagon Capital Partners LLC 0%11 5,660 GoalVest Advisory LLC sold154 0
AlphaMark Advisors, LLC bought10 10 PITTENGER & ANDERSON INC 42%150 210
Bellwether Advisors, LLC 0%9 16,268 HOLLENCREST SECURITIES LLC 8%150 1,661
Kingfisher Capital LLC 0%8 2,167 Bangor Savings Bank 5%150 2,692
FLAGSHIP HARBOR ADVISORS, LLC 0%8 3,458 NewFocus Financial Group, LLC 6%147 2,470
LOOMIS SAYLES & CO L P bought7 7 Atlas Private Wealth Management sold145 0
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0%7 1,760 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11%143 1,173
SALEM INVESTMENT COUNSELORS INC 2%7 338 Eudaimonia Partners, LLC 46%137 163
BRIGHTON JONES LLC 0%7 2,201 Regent Peak Wealth Advisors LLC 3%134 4,106
NORTHERN OAK CAPITAL MANAGEMENT INC 0%6 5,145 HOWE & RUSLING INC 80%132 34
SMITH, MOORE & CO. 0%5 2,791 Linscomb & Williams, Inc. 2%129 6,328
Founders Financial Alliance, LLC 29%4 18 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold122 0
CULLEN FROST BANKERS INC 0%4 4,092 MMA ASSET MANAGEMENT LLC 2%120 5,106
Fullen Financial Group 0%3 1,726 BNC WEALTH MANAGEMENT, LLC sold115 0
USA Financial Portformulas Corp 4%3 83 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10%115 1,022
EP Wealth Advisors, Inc. 0%3 3,155 TRUEFG, LLC 6%113 1,647
PINNACLE ASSOCIATES LTD 0%2 6,943 Nachman Norwood & Parrott, Inc 1%111 18,759
TECTONIC ADVISORS LLC bought2 2 MISSION WEALTH MANAGEMENT, LLC 5%103 1,866
McClarren Financial Advisors, Inc. 0%2 525 ETF Portfolio Partners, Inc. 1%102 11,942
Cranbrook Wealth Management, LLC 1%2 396 Change Path, LLC 53%101 91
ISLAY CAPITAL MANAGEMENT, LLC 2%1 56 CNB Bank 29%100 250
Yale Capital CORP 0%1 5,683 MONECO Advisors, LLC 3%96 3,401
Gemmer Asset Management LLC 1%1 198 FFCM LLC 43%85 115
Jackson, Grant Investment Advisers, Inc. 0%1 275 TNB Financial 5%82 1,706
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1%1 120 Aptus Capital Advisors, LLC 4%81 1,809
Point View Financial Services, Inc. 3%79 2,678
Sound Income Strategies, LLC 16%78 418
Front Row Advisors LLC 2%77 3,351
Private Ocean, LLC sold77 0
MCMILLION CAPITAL MANAGEMENT INC sold77 0
Advanced Asset Management Advisors Inc sold75 0
Safeguard Investment Advisory Group, LLC sold75 0
LeJeune Puetz Investment Counsel LLC 2%74 3,871
American Financial Advisors, LLC 0%68 156,523
RiverGlades Family Offices LLC 1%65 11,544
GUARDIAN CAPITAL ADVISORS LP 1%60 6,330
WEATHERLY ASSET MANAGEMENT LP /ADV 3%59 1,896
TCI Wealth Advisors, Inc. 7%59 765
Oakworth Capital, Inc. 20%55 215
Kathmere Capital Management, LLC sold53 0
Canton Hathaway, LLC 13%52 350
Novak Financial Planning, LLC 0%48 22,743
Beaumont Financial Partners, LLC 2%43 2,004
Capital Investment Counsel, Inc 41%41 59
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 4%41 959
FCA CORP /TX 0%31 16,806
vontobel swiss wealth advisors AG 1%30 2,833
SPRENG CAPITAL MANAGEMENT, INC. 0%30 7,311
Lutz Financial Services LLC 1%27 2,781
ROPES WEALTH ADVISORS LLC sold25 0
Old Port Advisors 1%23 1,725
BP WEALTH MANAGEMENT, LLC 0%22 60,243
PrairieView Partners, LLC 3%22 642
Retirement Network 1%22 3,158
WHITTIER TRUST CO OF NEVADA INC 1%21 1,573
NAPLES GLOBAL ADVISORS, LLC 1%20 1,988
BRYN MAWR TRUST CO/PA 1%20 3,911
Capital Advisory Group Advisory Services, LLC sold18 0
Vectors Research Management, LLC 12%18 127
DUMONT & BLAKE INVESTMENT ADVISORS LLC 0%15 3,135
Kinloch Capital, LLC sold15 0
Centerpoint Advisors, LLC 4%14 350
SOA Wealth Advisors, LLC. 0%13 2,927
OPPENHEIMER ASSET MANAGEMENT INC 1%12 1,692
Hoover Financial Advisors, Inc. sold11 0
TLWM 0%10 2,064
KINGS POINT CAPITAL MANAGEMENT 3%8 271
Patriot Financial Group Insurance Agency, LLC 0%7 1,872
Coastal Capital Group, Inc. 0%5 5,153
FMR LLC 14%4 25
IMS Capital Management 0%2 3,800
CATALYST PRIVATE WEALTH, LLC sold2 0
BAR HARBOR TRUST SERVICES 0%1 2,354
Danda Trouve Investment Management, Inc. sold1 0
Catalyst Capital Advisors LLC no change 5,900
KLINGENSTEIN FIELDS & CO LLC no change 8,480
SUN LIFE FINANCIAL INC no change 8,000
BTS Asset Management, Inc. no change 5,229
WHITTIER TRUST CO no change 9,181
FIDUCIARY TRUST CO no change 4,975
Citizens National Bank Trust Department no change 3,751
BOARDMAN BAY CAPITAL MANAGEMENT LLC no change 10,000
CSS LLC/IL no change 4,000
Covington Capital Management no change 1,200
Balentine LLC no change 9
Fiduciary Planning LLC no change 8
Global Wealth Management Investment Advisory, Inc. no change 6
Freestone Capital Holdings, LLC no change 61
ROWLAND CARMICHAEL ADVISORS INC /ADV no change 90
Pacific Center for Financial Services no change 265
Pflug Koory, LLC no change 164
Capital Analysts, Inc. no change 142
Sunesis Advisors, LLC no change 41,033
Stone House Investment Management, LLC no change 84,402
Varma Mutual Pension Insurance Co no change 771,840
COWEN AND COMPANY, LLC no change 825,000
USS Investment Management Ltd no change 2,387,500
Korea Investment CORP no change 175,000
AMERICAN INTERNATIONAL GROUP INC no change 126,800
ADVANTUS CAPITAL MANAGEMENT INC no change 90,000
PROTECTIVE LIFE CORP no change 115,805
Column Capital Advisors, LLC no change 327
Summit Investment Advisors, Inc. no change 590
ENTERPRISE FINANCIAL SERVICES CORP no change 152
DERBY & COMPANY, INC no change 1,987
Hartland & Co., LLC no change 1,974
Liberty Capital Management, Inc. no change 11,009
Nationwide Asset Management LLC no change 10,270
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main no change 2,963
FIRST INTERSTATE BANK no change 2,497
Brouwer & Janachowski, LLC no change 1,801
Swift Run Capital Management, LLC no change 1,500
LAZARD ASSET MANAGEMENT LLC no change 11,871
Barrett Asset Management, LLC no change 890
Rockbridge Investment Management, LCC no change 620
Blume Capital Management, Inc. no change 1,000
MayTech Global Investments, LLC no change 1,100
BURNEY CO/ no change 1,492
Global Endowment Management, LP no change 14,500
Baker Avenue Asset Management, LP no change 3,470
Elo Mutual Pension Insurance Co no change 850,000
MPS Loria Financial Planners, LLC no change 300
VESTOR CAPITAL CORP no change 328
Larson Financial Group LLC no change 361
Element Wealth, LLC no change 376
Financial Enhancement Group LLC no change 256
HANSEATIC MANAGEMENT SERVICES INC no change 245
RITTER DANIHER FINANCIAL ADVISORY, LLC no change 20
CFG Asset Management LLC no change 18
Cordasco Financial Network no change 8
Mine & Arao Wealth Creation & Management, LLC. no change 6
OLD SECOND NATIONAL BANK OF AURORA no change 420
Core Wealth Advisors, Inc. no change 529
Pinnacle Bank no change 950
GABLES CAPITAL MANAGEMENT INC. no change 1,000
Hillstrust no change 1,071
UG Investment Advisers Ltd. no change 1,120
Graves-Light Private Wealth Management, Inc. no change 863
Lakeview Capital Partners, LLC no change 828
HHM Wealth Advisors, LLC no change 700
Enterprise Trust & Investment Co no change 705
Sterling Investment Advisors, Ltd. no change 828
Focused Wealth Management, Inc no change 20
Investors Research Corp no change 23
Horan Securities, Inc. no change 168
Moisand Fitzgerald Tamayo, LLC no change 87
Stonebridge Financial Planning Group, LLC no change 75
Valley Brook Capital Group, Inc. no change 75
McCarthy Asset Management, Inc. no change 107
McIlrath & Eck, LLC no change 113
Farmers & Merchants Trust Co of Chambersburg PA no change 150
Granite Investment Partners, LLC no change 135
Bedel Financial Consulting, Inc. no change 132
TOTH FINANCIAL ADVISORY CORP no change 164
Powell Investment Advisors, LLC no change 182
Truvestments Capital LLC no change 30
Firestone Capital Management no change 33
Key FInancial Inc no change 32
Lehman & Derafelo Financial Resources LLC no change 25
TRUSTCORE FINANCIAL SERVICES, LLC no change 24
Ironwood Wealth Management, llc no change 36
Tradewinds Capital Management, LLC no change 40
FARMERS & MERCHANTS INVESTMENTS INC no change 55
M&R CAPITAL MANAGEMENT INC no change 50
NVWM, LLC no change 47
Marquette Asset Management Inc. no change 1,516
Coho Partners, Ltd. no change 1,575
Fosun International Ltd no change 383,532
Symetra Investment Management Co no change 4,000
Milestone Advisory Partners no change 4,456
VeraBank, N.A. no change 4,625
US FINANCIAL ADVISORS, LLC no change 3,855
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 3,547
MOLLER FINANCIAL SERVICES no change 3,035
Northstar Advisory Group, LLC no change 3,093
Rocky Mountain Advisers, LLC no change 160
Paragon Capital Management LLC no change 3,526
Teza Capital Management LLC no change 5,900
Moser Wealth Advisors, LLC no change 6,560
NTV ASSET MANAGEMENT LLC no change 7,275
Independent Family Office, LLC no change 20,317
ASPIRIANT, LLC no change 18,480
MCDONALD PARTNERS LLC no change 7,476
Ensign Peak Advisors, Inc no change 31,135
ANCHOR CAPITAL ADVISORS INC no change 36,450
Karn, Couzens & Associates, Inc. no change 6,855
SEIZERT CAPITAL PARTNERS, LLC no change 7,199
Partners Value Investments LP no change 36,515
Northeast Financial Consultants Inc no change 3,011
First City Capital Management, Inc. no change 2,933
IAG Wealth Partners, LLC no change 1,996
Grandfield & Dodd, LLC no change 2,091
HERITAGE INVESTORS MANAGEMENT CORP no change 2,190
Union Bankshares Corp no change 2,321
FEDERAL RESERVE BANK OF NEW YORK no change 17,860,663
Sullivan, Bruyette, Speros & Blaney, Inc. no change 1,868
Ironwood Investment Counsel, LLC no change 1,600
Clearview Wealth Advisors LLC no change 1,679
WASHINGTON TRUST BANK no change 1,700
SUMMIT FINANCIAL GROUP INC no change 1,765
BCS Wealth Management no change 2,325
Granite Investment Advisors, Inc. no change 2,325
Red Spruce Capital, LLC no change 2,564
Sheaff Brock Investment Advisors, LLC no change 2,857
Nuveen Asset Management, LLC no change 11,996,576
ALLIANZ INVESTMENT MANAGEMENT LLC no change 8,671,604
ENCORE BANK NA no change 2,550
Jentner Corp no change 2,500
Tarbox Group, Inc. no change 2,359
Savior LLC no change 2,414
Investment Counsel Inc. no change 2,483
HAVERFORD TRUST CO no change 7,503
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