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STOCK TICKER:
DIAMONDS TRUST SER 1   (ticker: DIA)
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
CHURCHILL MANAGEMENT GROUP /CA/ 542,777 534,521 2% 2021-06-30
Waratah Capital Advisors Ltd. 201,000 0 New Buy 2021-06-30
PIERSHALE FINANCIAL GROUP, INC. 63,781 63,638 0% 2021-06-30
WASHBURN CAPITAL MANAGEMENT, INC. 55,712 50,961 9% 2021-06-30
Smith Anglin Financial, LLC 54,932 0 New Buy 2021-06-30
Veracity Capital LLC 43,848 43,846 0% 2021-06-30
WHITTIER TRUST CO 30,439 27,528 11% 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 28,102 0 New Buy 2021-06-30
Triumph Capital Management 21,992 0 New Buy 2021-06-30
TrueWealth Advisors, LLC 21,430 0 New Buy 2021-06-30
Strategic Wealth Designers 21,246 17,173 24% 2021-06-30
Oak Harvest Investment Services 16,900 15,156 12% 2021-06-30
Wealth Enhancement & Preservation of GA, LLC 16,660 16,006 4% 2021-06-30
Stratos Wealth Partners, LTD. 15,455 15,009 3% 2021-06-30
HARDESTY CAPITAL MANAGEMENT CORP 15,342 15,507 1% 2021-06-30
Secure Asset Management, LLC 14,335 3,940 264% 2021-06-30
AdvisorNet Financial, Inc 13,572 12,407 9% 2021-06-30
Sound View Wealth Advisors Group, LLC 13,389 12,141 10% 2021-06-30
Stratos Wealth Advisors, LLC 9,270 5,174 79% 2021-06-30
Sugarloaf Wealth Management, LLC 8,430 9,328 10% 2021-06-30
Resource Management, LLC 5,301 5,197 2% 2021-06-30
USCA RIA LLC 5,157 5,044 2% 2021-06-30
XR Securities LLC 0 10,839 Sold Out 2021-06-30
SOL Capital Management CO 3,635 3,715 2% 2021-06-30
Wealth Alliance Advisory Group, LLC 3,406 3,388 1% 2021-06-30
Resonant Capital Advisors, LLC 3,300 3,300 No Change 2021-06-30
Wealth Management Partners, LLC 3,251 3,295 1% 2021-06-30
V Wealth Management,LLC 3,221 3,215 0% 2021-06-30
Northern Capital Management, Inc. 3,014 3,014 No Change 2021-06-30
Geneos Wealth Management Inc. 0 8,628 Sold Out 2021-06-30
Truehand, Inc 2,320 2,320 No Change 2021-06-30
WESCAP Management Group, Inc. 2,307 2,297 0% 2021-06-30
Safeguard Investment Advisory Group, LLC 2,214 875 153% 2021-06-30
Vishria Bird Financial Group, LLC 2,017 2,153 6% 2021-06-30
Vigilant Capital Management, LLC 1,995 1,995 No Change 2021-06-30
WAGNER CAPITAL MANAGEMENT CORP 1,906 1,956 3% 2021-06-30
FIRST HAWAIIAN BANK 1,762 1,837 4% 2021-06-30
Versant Capital Management, Inc 1,663 1,563 6% 2021-06-30
ORRSTOWN FINANCIAL SERVICES INC 1,558 1,558 No Change 2021-06-30
Weaver Consulting Group 1,519 1,519 No Change 2021-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1,473 1,473 No Change 2021-06-30
Sage Capital Advisors,llc 1,459 1,452 0% 2021-06-30
We Are One Seven, LLC 1,433 1,433 No Change 2021-06-30
Grassi Investment Management 1,425 1,413 1% 2021-06-30
ROTHSCHILD INVESTMENT CORP /IL 1,402 1,402 No Change 2021-06-30
WoodTrust Financial Corp 1,349 1,349 No Change 2021-06-30
Schneider Downs Wealth Management Advisors, LP 1,310 1,310 No Change 2021-06-30
PATTEN & PATTEN INC/TN 1,214 887 37% 2021-06-30
Well Done, LLC 1,173 1,173 No Change 2021-06-30
Zhang Financial LLC 1,123 1,123 No Change 2021-06-30
SkyOak Wealt, LLC 1,118 1,118 No Change 2021-06-30
Sierra Capital LLC 1,093 0 New Buy 2021-06-30
Winthrop Advisory Group LLC 1,088 1,085 0% 2021-06-30
WELCH & FORBES LLC 1,040 1,040 No Change 2021-06-30
RIDGECREST WEALTH PARTNERS, LLC 1,040 0 New Buy 2021-06-30
Successful Portfolios LLC 1,039 1,039 No Change 2021-06-30
PRIVATE ASSET MANAGEMENT INC 909 698 30% 2021-06-30
John W. Brooker & Co., CPAs 868 910 5% 2021-06-30
RDA Financial Network 822 1,627 49% 2021-06-30
First Citizens Financial Corp 775 775 No Change 2021-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 771 793 3% 2021-06-30
Prosperity Planning, Inc. 770 770 No Change 2021-06-30
Adviser Investments LLC 735 734 0% 2021-06-30
APPLETON PARTNERS INC/MA 680 680 No Change 2021-06-30
Sowa Financial Group, Inc. 664 664 No Change 2021-06-30
FIRST MIDWEST BANK TRUST DIVISION 622 622 No Change 2021-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 606 0 New Buy 2021-06-30
North Star Investment Management Corp. 605 605 No Change 2021-06-30
Comprehensive Portfolio Management, LLC 582 0 New Buy 2021-06-30
Winch Advisory Services, LLC 386 386 No Change 2021-06-30
Pinnacle Bank 250 250 No Change 2021-06-30
Massey, Quick & Co., LLC 221 221 No Change 2021-06-30
TOTH FINANCIAL ADVISORY CORP 200 10 1,900% 2021-06-30
Pflug Koory, LLC 66 0 New Buy 2021-06-30
TSFG, LLC 60 60 No Change 2021-06-30
Sound Income Strategies, LLC 54 92 41% 2021-06-30
Paragon Wealth Strategies, LLC 52 0 New Buy 2021-06-30
Deane Retirement Strategies, Inc. 50 50 No Change 2021-06-30
SOA Wealth Advisors, LLC. 32 32 No Change 2021-06-30
Savior LLC 25 0 New Buy 2021-06-30
Tradewinds Capital Management, LLC 24 24 No Change 2021-06-30
Tarbox Group, Inc. 18 0 New Buy 2021-06-30
WOLFF WIESE MAGANA LLC 15 15 No Change 2021-06-30
TRUST CO OF VERMONT 10 10 No Change 2021-06-30
Trellus Management Company, LLC 0 120,000 Sold Out 2021-06-30
Valeo Financial Advisors, LLC 0 526 Sold Out 2021-06-30
Trilogy Capital Inc. 0 63,608 Sold Out 2021-06-30
Shulman DeMeo Asset Management LLC 0 67,519 Sold Out 2021-06-30
Total Clarity Wealth Management, Inc. 0 156 Sold Out 2021-06-30
Valley Brook Capital Group, Inc. 0 181 Sold Out 2021-06-30
Susquehanna International Group, LLP 8,786,839 8,132,627 8% 2021-03-31
WOLVERINE TRADING, LLC 3,016,457 0 New Buy 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 2,960,232 2,326,985 27% 2021-03-31
MORGAN STANLEY 2,909,443 0 New Buy 2021-03-31
WELLS FARGO & CO/MN 1,719,546 1,691,184 2% 2021-03-31
UBS Group AG 1,415,688 1,321,851 7% 2021-03-31
LPL Financial CORP 906,896 862,026 5% 2021-03-31
CITIGROUP INC 850,393 1,914,137 56% 2021-03-31
ROYAL BANK OF CANADA 602,144 0 New Buy 2021-03-31
AMERIPRISE FINANCIAL INC 598,701 584,653 2% 2021-03-31
BANK OF MONTREAL /CAN/ 534,311 195,530 173% 2021-03-31
Cutler Group LP 463,572 924,300 50% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 446,345 0 New Buy 2021-03-31
TWO SIGMA INVESTMENTS LLC 398,052 426,400 7% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 384,231 368,572 4% 2021-03-31
NATIXIS 362,120 857,471 58% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 298,689 273,502 9% 2021-03-31
HSBC HOLDINGS PLC 255,593 334,122 24% 2021-03-31
ARKANSAS FINANCIAL GROUP, INC. 222,043 226,728 2% 2021-03-31
Berkshire Money Management, Inc. 216,008 217,419 1% 2021-03-31
Raymond James Financial Services Advisors, Inc. 209,674 205,441 2% 2021-03-31
RAYMOND JAMES & ASSOCIATES 207,073 207,291 0% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 199,110 197,255 1% 2021-03-31
Twin Tree Management, LP 0 608,500 Sold Out 2021-03-31
SG Americas Securities, LLC 177,658 190,469 7% 2021-03-31
BARCLAYS PLC 145,284 129,007 13% 2021-03-31
Baker Avenue Asset Management, LP 137,300 0 New Buy 2021-03-31
AE Wealth Management LLC 0 100 Sold Out 2021-03-31
CREDIT SUISSE/ 107,697 490,388 78% 2021-03-31
HighTower Advisors, LLC 105,484 112,237 6% 2021-03-31
STIFEL FINANCIAL CORP 1,000 1,000 No Change 2021-03-31
CHARTIST INC /CA/ 98,120 102,422 4% 2021-03-31
SIMPLEX TRADING, LLC 97,753 450 21,623% 2021-03-31
GREEN SQUARE CAPITAL MANAGEMENT LLC 90,789 130,885 31% 2021-03-31
Financial Advisory Group 87,772 89,202 2% 2021-03-31
Private Advisor Group, LLC 82,087 0 New Buy 2021-03-31
Williams Jones Wealth Management, LLC. 84,660 84,413 0% 2021-03-31
ATRIA INVESTMENTS LLC 82,008 48,467 69% 2021-03-31
PEAK6 Investments LLC 80,900 0 New Buy 2021-03-31
JONES FINANCIAL COMPANIES LLLP 2,175 76,461 97% 2021-03-31
Rockefeller Capital Management L.P. 77,981 73,207 7% 2021-03-31
INVESTMENT MANAGEMENT OF VIRGINIA LLC 77,666 79,694 3% 2021-03-31
GROUP ONE TRADING, L.P. 74,295 57,888 28% 2021-03-31
Bank of New York Mellon CORP 72,961 83,065 12% 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 69,730 0 New Buy 2021-03-31
Johnson Bixby & Associates, LLC 69,335 70,887 2% 2021-03-31
BLAIR WILLIAM & CO/IL 69,061 65,108 6% 2021-03-31
MML INVESTORS SERVICES, LLC 68,730 69,888 2% 2021-03-31
Qube Research & Technologies Ltd 67,922 91,074 25% 2021-03-31
Sigma Planning Corp 63,746 73,079 13% 2021-03-31
Creative Planning 200 200 No Change 2021-03-31
STEPHENS INC /AR/ 61,861 39,018 59% 2021-03-31
J P MORGAN CHASE & CO 60,942 59,298 3% 2021-03-31
Conservest Capital Advisors, Inc. 60,478 61,053 1% 2021-03-31
Janney Montgomery Scott LLC 60,410 53,305 13% 2021-03-31
Hanson McClain, Inc. 57,064 24,954 129% 2021-03-31
PINNACLE ASSOCIATES LTD 56,574 64,180 12% 2021-03-31
Eagle Capital Management, LLC 56,003 54,185 3% 2021-03-31
TWO SIGMA SECURITIES, LLC 53,460 328,235 84% 2021-03-31
Davidson Capital Management Inc. 52,980 54,373 3% 2021-03-31
Dynamic Advisors Solutions LLC 49,843 60,662 18% 2021-03-31
AAFCPAs Wealth Management, LLC 49,087 44,290 11% 2021-03-31
AMG National Trust Bank 48,905 5,400 806% 2021-03-31
Mine & Arao Wealth Creation & Management, LLC. 48,812 48,871 0% 2021-03-31
TORONTO DOMINION BANK 18,510 500 3,602% 2021-03-31
Campbell Wealth Management 45,488 43,411 5% 2021-03-31
REGIONS FINANCIAL CORP 44,748 46,593 4% 2021-03-31
CIBC World Markets Inc. 44,168 43,819 1% 2021-03-31
TWO SIGMA ADVISERS, LLC 43,800 159,400 73% 2021-03-31
Multi-Financial Securities Corp 43,777 12,100 262% 2021-03-31
Mariner Wealth Advisors, LLC 43,126 38,916 11% 2021-03-31
GenWealth Group, Inc. 41,996 40,785 3% 2021-03-31
Tower Research Capital LLC 41,126 213,889 81% 2021-03-31
Summit Asset Management, LLC 41,097 41,617 1% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 40,789 40,854 0% 2021-03-31
CIBC WORLD MARKETS CORP 40,700 40,700 No Change 2021-03-31
Meridian Wealth Management, LLC 40,676 26,936 51% 2021-03-31
NORTHERN TRUST CORP 40,520 43,434 7% 2021-03-31
TAIYO LIFE INSURANCE CO 40,000 40,000 No Change 2021-03-31
Integrated Wealth Concepts LLC 39,290 32,208 22% 2021-03-31
Daiwa Securities Group Inc. 35,530 15,390 131% 2021-03-31
Squarepoint Ops LLC 34,263 0 New Buy 2021-03-31
FMR LLC 33,496 29,589 13% 2021-03-31
Steel Peak Wealth Management LLC 33,179 62,638 47% 2021-03-31
Main Management LLC 29,800 25,400 17% 2021-03-31
Mechanics Bank Trust Department 29,380 2,289 1,184% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 29,146 29,246 0% 2021-03-31
Probabilities Fund Management, LLC 28,710 21,000 37% 2021-03-31
L & S Advisors Inc 28,441 29,260 3% 2021-03-31
Marshall Wace LLP 28,300 0 New Buy 2021-03-31
H D Vest Advisory Services 27,698 26,044 6% 2021-03-31
All Terrain Financial Advisors, LLC 26,460 25,974 2% 2021-03-31
BALYASNY ASSET MANAGEMENT LLC 26,004 0 New Buy 2021-03-31
Baird Financial Group, Inc. 3,890 3,900 0% 2021-03-31
M&T BANK CORP 25,646 28,331 9% 2021-03-31
IFG Advisory, LLC 25,554 25,120 2% 2021-03-31
PITTENGER & ANDERSON INC 25,302 25,165 1% 2021-03-31
Pettinga Financial Advisors, LLC 25,270 17,424 45% 2021-03-31
Manatuck Hill Partners, LLC 25,000 0 New Buy 2021-03-31
GHP Investment Advisors, Inc. 24,865 25,176 1% 2021-03-31
Main Management Fund Advisors LLC 23,800 0 New Buy 2021-03-31
Greystone Financial Group, LLC 23,100 1,148 1,912% 2021-03-31
AlphaStar Capital Management, LLC 23,047 11,464 101% 2021-03-31
NTV ASSET MANAGEMENT LLC 22,679 26,079 13% 2021-03-31
Hilltop Holdings Inc. 22,392 1,309 1,611% 2021-03-31
Kestra Advisory Services, LLC 22,349 30,225 26% 2021-03-31
Sowell Financial Services LLC 21,479 21,678 1% 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 21,065 22,030 4% 2021-03-31
COWA, LLC 20,674 20,066 3% 2021-03-31
WHITE BAY PT LLC 20,500 0 New Buy 2021-03-31
MAGNOLIA CAPITAL MANAGEMENT LTD 20,183 0 New Buy 2021-03-31
Allianz Asset Management AG 20,000 0 New Buy 2021-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 19,795 19,541 1% 2021-03-31
Capital Wealth Planning, LLC 19,759 15,761 25% 2021-03-31
BigSur Wealth Management LLC 19,684 8,184 141% 2021-03-31
WASHINGTON CAPITAL MANAGEMENT INC 19,416 19,416 No Change 2021-03-31
Pinnacle Wealth Planning Services, Inc. 19,064 19,104 0% 2021-03-31
Benin Management CORP 18,996 18,096 5% 2021-03-31
Pinnacle Wealth Management Advisory Group, LLC 18,830 23,880 21% 2021-03-31
Walleye Trading LLC 18,200 18,746 3% 2021-03-31
Freed Investment Group 17,876 7,684 133% 2021-03-31
Cornerstone Wealth Management, LLC 17,858 16,560 8% 2021-03-31
TBH Global Asset Management, LLC 17,655 16,528 7% 2021-03-31
King Wealth Management Group, LLC 17,635 17,691 0% 2021-03-31
Capital Advisory Group Advisory Services, LLC 17,450 15,263 14% 2021-03-31
Curtis Advisory Group, LLC 17,237 15,890 8% 2021-03-31
Arete Wealth Advisors, LLC 17,002 16,161 5% 2021-03-31
BROWN ADVISORY HOLDINGS INC 16,645 19,606 15% 2021-03-31
Sheaff Brock Investment Advisors, LLC 16,105 15,671 3% 2021-03-31
Wunderlich Securities, Inc. 15,887 16,992 7% 2021-03-31
Strategic Wealth Advisors Group,Inc. 15,572 21,812 29% 2021-03-31
Foster Group, Inc. 15,500 14,000 11% 2021-03-31
Cetera Investment Advisers 15,087 14,182 6% 2021-03-31
SNS Financial Group, LLC 15,036 16,314 8% 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 14,888 14,728 1% 2021-03-31
Iowa State Bank 14,870 14,870 No Change 2021-03-31
Eudaimonia Partners, LLC 14,395 13,845 4% 2021-03-31
PRUDENTIAL FINANCIAL INC 14,393 5,519 161% 2021-03-31
IFG Advisors, LLC 13,808 13,906 1% 2021-03-31
MISSION CREEK CAPITAL PARTNERS, INC 13,676 13,659 0% 2021-03-31
Miracle Mile Advisors, LLC 13,367 13,367 No Change 2021-03-31
Tortoise Investment Management, LLC 13,255 14,955 11% 2021-03-31
Prospera Financial Services 13,167 3,366 291% 2021-03-31
Banco Santander, S.A. 12,794 40,563 68% 2021-03-31
WADE G W & INC 12,787 10,631 20% 2021-03-31
OPPENHEIMER & CO INC 12,723 14,363 11% 2021-03-31
MONTAG A & ASSOCIATES INC 12,385 12,375 0% 2021-03-31
AJ WEALTH STRATEGIES, LLC 12,004 12,000 0% 2021-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 11,995 12,573 5% 2021-03-31
Harvest Investment Services, LLC 11,902 12,489 5% 2021-03-31
Bay Rivers Group 11,825 10,546 12% 2021-03-31
US BANCORP DE 11,551 12,334 6% 2021-03-31
Kingsview Wealth Management, LLC 100 1,000 90% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 11,249 10,189 10% 2021-03-31
HPM Partners LLC 11,221 8,441 33% 2021-03-31
Crescent Capital Consulting, LLC 13 13 No Change 2021-03-31
Venture Visionary Partners LLC 10,794 11,370 5% 2021-03-31
Financial Network 10,702 10,119 6% 2021-03-31
Gladstone Institutional Advisory LLC 10,327 0 New Buy 2021-03-31
J.W. COLE ADVISORS, INC. 10,282 8,081 27% 2021-03-31
WealthBridge Capital Management, LLC 10,187 10,359 2% 2021-03-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 10,026 8,024 25% 2021-03-31
BANK OF NOVA SCOTIA / 10,000 20,700 52% 2021-03-31
Global Retirement Partners, LLC 2,137 0 New Buy 2021-03-31
GFS Advisors, LLC 9,852 10,511 6% 2021-03-31
Select Asset Management & Trust 9,687 13,283 27% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 5,138 0 New Buy 2021-03-31
DB Wealth Management Group, LLC 9,643 9,516 1% 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 9,522 4,918 94% 2021-03-31
Truepoint, Inc. 9,510 9,510 No Change 2021-03-31
Ayalon Holdings Ltd. 9,398 7,398 27% 2021-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 9,210 9,729 5% 2021-03-31
National Asset Management, Inc. 9,121 5,998 52% 2021-03-31
Arvest Trust Co 9,096 31,402 71% 2021-03-31
greenwich Wealth Management LLC 9,093 0 New Buy 2021-03-31
Keystone Financial Group 9,032 8,903 1% 2021-03-31
JEFFERIES GROUP INC /DE/ 8,903 1,561 470% 2021-03-31
BANQUE PICTET & CIE SA 8,730 9,800 11% 2021-03-31
Homrich & Berg 8,660 0 New Buy 2021-03-31
Kovack Advisors, Inc. 8,623 15,294 44% 2021-03-31
RMR Wealth Builders 8,623 493 1,649% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,568 8,568 No Change 2021-03-31
Golden State Wealth Management, LLC 8,140 8,138 0% 2021-03-31
Narwhal Capital Management 8,090 8,090 No Change 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 8,075 8,075 No Change 2021-03-31
Blue Edge Capital, LLC 7,955 0 New Buy 2021-03-31
Psagot Investment House Ltd. 7,943 7,075 12% 2021-03-31
Independent Advisor Alliance 7,800 0 New Buy 2021-03-31
Spring Creek Investment Management, LLC 7,800 0 New Buy 2021-03-31
Capital Square, LLC 7,784 0 New Buy 2021-03-31
Graves-Light Private Wealth Management, Inc. 7,636 7,554 1% 2021-03-31
FLOW TRADERS U.S. LLC 7,602 0 New Buy 2021-03-31
NWAM LLC 7,476 7,248 3% 2021-03-31
Windsor Capital Management, LLC 7,413 8,401 12% 2021-03-31
Axiom Investment Management LLC 7,339 0 New Buy 2021-03-31
Sontag Advisory, LLC 7,140 7,062 1% 2021-03-31
MERIDIAN INVESTMENT COUNSEL INC. 7,080 7,080 No Change 2021-03-31
Western Wealth Management, LLC 7,064 7,207 2% 2021-03-31
Close Asset Management Ltd 6,989 0 New Buy 2021-03-31
Hudock Moyer Wealth Resources, LLC 6,931 5,867 18% 2021-03-31
NEXT Financial Group, Inc 6,825 6,612 3% 2021-03-31
Joel Isaacson & Co., LLC 6,816 4,550 50% 2021-03-31
Neuberger Berman Group LLC 6,653 6,514 2% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 6,610 5,301 25% 2021-03-31
AMERITAS INVESTMENT CORP 6,594 21,090 69% 2021-03-31
SignalPoint Asset Management, LLC 6,381 0 New Buy 2021-03-31
Asset Dedication, LLC 6,257 6,247 0% 2021-03-31
Swaine & Leidel Wealth Services, LLC 6,235 6,399 3% 2021-03-31
RAYMOND JAMES TRUST CO 6,102 6,102 No Change 2021-03-31
GSB Wealth Management, LLC 6,100 0 New Buy 2021-03-31
Cresset Asset Management, LLC 6,018 6,011 0% 2021-03-31
Capital Asset Advisory Services LLC 5,916 4,656 27% 2021-03-31
Lebenthal Global Advisors, LLC 5,775 5,970 3% 2021-03-31
Capital Advisors, Ltd. LLC 5,719 5,719 No Change 2021-03-31
First Heartland Consultants, Inc. 5,715 7,300 22% 2021-03-31
GAMBLE JONES INVESTMENT COUNSEL 5,650 5,650 No Change 2021-03-31
Peak Asset Management, LLC 5,627 6,448 13% 2021-03-31
HUNTINGTON NATIONAL BANK 1 1 No Change 2021-03-31
ING GROEP NV 5,480 0 New Buy 2021-03-31
Equitable Holdings, Inc. 5,402 5,756 6% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 5,400 2,643 104% 2021-03-31
Integrated Advisors Network LLC 5,396 8,550 37% 2021-03-31
Stokes Family Office, LLC 5,395 5,595 4% 2021-03-31
DAVIDSON D A & CO 5,393 5,444 1% 2021-03-31
Jaffetilchin Investment Partners, LLC 5,372 3,651 47% 2021-03-31
People's United Financial, Inc. 5,303 5,800 9% 2021-03-31
Ausdal Financial Partners, Inc. 5,272 4,880 8% 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 5,250 5,249 0% 2021-03-31
Buckingham Asset Management, LLC 5,231 4,464 17% 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 5,217 5,140 1% 2021-03-31
SCBT FINANCIAL CORP 5,200 0 New Buy 2021-03-31
CenterStar Asset Management, LLC 400 12,400 97% 2021-03-31
Sunbelt Securities, Inc. 5,174 5,110 1% 2021-03-31
MAI Wealth Advisors 5,039 5,055 0% 2021-03-31
Advisory Services Network, LLC 5,034 16,074 69% 2021-03-31
Apexium Financial, LP 5,031 5,031 No Change 2021-03-31
BLUEFIN CAPITAL MANAGEMENT, LLC 5,030 6,370 21% 2021-03-31
K.J. Harrison & Partners Inc 5,000 0 New Buy 2021-03-31
MERIDIAN MANAGEMENT CO 4,986 890 460% 2021-03-31
Good Life Advisors, LLC 4,982 2,871 74% 2021-03-31
BANK HAPOALIM BM 4,912 12,904 62% 2021-03-31
TD ASSET MANAGEMENT INC 4,900 800 513% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 4,871 5,383 10% 2021-03-31
Analyst IMS Investment Management Services Ltd. 4,840 4,840 No Change 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 4,692 4,764 2% 2021-03-31
CENTAURUS FINANCIAL, INC. 4,679 4,770 2% 2021-03-31
Raab & Moskowitz Asset Management LLC 4,659 4,534 3% 2021-03-31
Kelman-Lazarov, Inc. 4,650 4,650 No Change 2021-03-31
SCOTIA CAPITAL INC. 4,627 2,034 127% 2021-03-31
NBT BANK N A /NY 4,619 4,634 0% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 4,563 4,763 4% 2021-03-31
FIFTH THIRD SECURITIES, INC. 4,538 4,797 5% 2021-03-31
Purus Wealth Management, LLC 4,537 4,799 5% 2021-03-31
Cambridge Advisors Inc. 4,527 4,647 3% 2021-03-31
BESSEMER GROUP INC 4,398 3,073 43% 2021-03-31
CPCM, LLC 4,381 4,363 0% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,295 4,292 0% 2021-03-31
BANTA ASSET MANAGEMENT LP 4,212 4,177 1% 2021-03-31
Iwamoto, Kong & Co., Inc. 4,150 0 New Buy 2021-03-31
Belpointe Asset Management LLC 4,133 8,460 51% 2021-03-31
IEQ CAPITAL, LLC 4,133 0 New Buy 2021-03-31
NORTHSTAR INVESTMENT ADVISORS LLC 4,046 4,156 3% 2021-03-31
Apollon Wealth Management, LLC 4,030 1,318 206% 2021-03-31
Wealthcare Advisory Partners LLC 4,020 3,495 15% 2021-03-31
Ashford Advisors, LLC 4,000 0 New Buy 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 3,977 4,030 1% 2021-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 3,952 3,952 No Change 2021-03-31
COMMUNITY TRUST & INVESTMENT CO 3,900 3,900 No Change 2021-03-31
Advisory Alpha, LLC 3,899 3,900 0% 2021-03-31
Roundview Capital LLC 3,878 3,878 No Change 2021-03-31
Edge Capital Group, LLC 3,871 3,967 2% 2021-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 3,798 3,798 No Change 2021-03-31
Csenge Advisory Group 3,780 8,456 55% 2021-03-31
Advanced Asset Management Advisors Inc 3,764 3,764 No Change 2021-03-31
Colonial River Wealth Management, LLC 3,761 2,899 30% 2021-03-31
EVOKE WEALTH, LLC 3,739 3,658 2% 2021-03-31
Lakeview Capital Partners, LLC 3,708 3,643 2% 2021-03-31
MOTCO 3,703 3,821 3% 2021-03-31
DAVENPORT & CO LLC 3,691 4,933 25% 2021-03-31
Migdal Insurance & Financial Holdings Ltd. 3,687 0 New Buy 2021-03-31
Voya Financial Advisors, Inc. 3,646 6,836 47% 2021-03-31
KCM INVESTMENT ADVISORS LLC 3,620 3,520 3% 2021-03-31
Aull & Monroe Investment Management Corp 3,615 3,685 2% 2021-03-31
Country Club Trust Company, n.a. 3,590 3,590 No Change 2021-03-31
REGENTATLANTIC CAPITAL LLC 3,583 3,583 No Change 2021-03-31
MOODY LYNN & CO/ 3,556 3,548 0% 2021-03-31
Banco de Sabadell, S.A 3,550 0 New Buy 2021-03-31
Koss-Olinger Consulting, LLC 3,550 0 New Buy 2021-03-31
Investors Financial Group, LLC 3,498 3,398 3% 2021-03-31
BFT FINANCIAL GROUP, LLC 3,458 3,444 0% 2021-03-31
Mayflower Financial Advisors, LLC 3,399 0 New Buy 2021-03-31
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3,388 3,448 2% 2021-03-31
MEITAV DASH INVESTMENTS LTD 3,355 0 New Buy 2021-03-31
Financial Architects, Inc 3,338 3,287 2% 2021-03-31
DUNCKER STREETT & CO INC 3,322 3,321 0% 2021-03-31
Financial Advocates Investment Management 3,317 3,414 3% 2021-03-31
BEAM Asset Management, LLC 3,316 0 New Buy 2021-03-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 3,300 22,300 85% 2021-03-31
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 3,272 3,272 No Change 2021-03-31
Cutter & CO Brokerage, Inc. 3,229 3,246 1% 2021-03-31
PIN OAK INVESTMENT ADVISORS INC 0 1,840 Sold Out 2021-03-31
Bayesian Capital Management, LP 3,212 1,629 97% 2021-03-31
Kesler, Norman & Wride, LLC 3,134 3,127 0% 2021-03-31
HOWE & RUSLING INC 3,124 3,132 0% 2021-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 3,116 2,970 5% 2021-03-31
Essex Financial Services, Inc. 3,106 2,942 6% 2021-03-31
FMA ADVISORY INC 3,078 0 New Buy 2021-03-31
Cypress Wealth Services, LLC 3,085 3,763 18% 2021-03-31
Brookstone Capital Management 3,045 3,425 11% 2021-03-31
PACIFIC FINANCIAL GROUP INC 3,028 3,151 4% 2021-03-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,999 2,431 23% 2021-03-31
Bank Julius Baer & Co. Ltd, Zurich 2,978 3,949 25% 2021-03-31
COMMERCE BANK N A/MO 2,977 9,096 67% 2021-03-31
Y-Intercept (Hong Kong) Ltd 2,950 0 New Buy 2021-03-31
Covington Capital Management 2,923 250 1,069% 2021-03-31
Streettalk Advisors, LLC 2,922 3,453 15% 2021-03-31
EATON VANCE MANAGEMENT 2,908 0 New Buy 2021-03-31
CAPROCK Group, Inc. 2,883 2,883 No Change 2021-03-31
Pegasus Asset Management, Inc. 2,880 2,965 3% 2021-03-31
GREENWOOD CAPITAL ASSOCIATES LLC 2,870 765 275% 2021-03-31
Diversified, LLC 2,863 2,089 37% 2021-03-31
Verity Asset Management, Inc. 2,855 3,171 10% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 2,824 2,774 2% 2021-03-31
First PREMIER Bank 2,800 2,800 No Change 2021-03-31
RFG Advisory Group, LLC 2,737 2,059 33% 2021-03-31
Verition Fund Managegment LLC 2,718 7,829 65% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 2,717 2,717 No Change 2021-03-31
Castle Rock Wealth Management, LLC 2,706 2,145 26% 2021-03-31
FIFTH THIRD BANCORP 2,699 2,831 5% 2021-03-31
SMITH, MOORE & CO. 2,656 2,595 2% 2021-03-31
GRIMES & COMPANY, INC. 2,591 2,418 7% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 2,585 2,585 No Change 2021-03-31
HBK Sorce Advisory LLC 2,573 2,134 21% 2021-03-31
CITIZENS & NORTHERN CORP 2,543 2,543 No Change 2021-03-31
PFG Advisors 2,471 1,765 40% 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 2,455 2,455 No Change 2021-03-31
Tennessee Valley Asset Management Partners 2,450 1,946 26% 2021-03-31
Legacy Advisors, LLC 2,445 2,445 No Change 2021-03-31
COZAD ASSET MANAGEMENT INC 2,392 2,100 14% 2021-03-31
UNIONBANCAL CORP 2,384 2,658 10% 2021-03-31
SYNOVUS FINANCIAL CORP 2,375 3,468 32% 2021-03-31
LexAurum Advisors, LLC 2,370 2,230 6% 2021-03-31
Atlantic Trust Group, LLC 2,365 2,365 No Change 2021-03-31
FIRST FINANCIAL CORP /IN/ 2,346 2,329 1% 2021-03-31
Private Portfolio Partners LLC 2,342 0 New Buy 2021-03-31
Emery Howard Portfolio Management, Inc. 2,330 2,497 7% 2021-03-31
Compass Ion Advisors, LLC 2,316 2,306 0% 2021-03-31
Valmark Advisers, Inc. 2,315 4,189 45% 2021-03-31
Parsec Financial Management, Inc. 2,314 0 New Buy 2021-03-31
DOWLING & YAHNKE INC 2,248 2,478 9% 2021-03-31
QUADRANT CAPITAL GROUP LLC 2,247 2,247 No Change 2021-03-31
Stelac Advisory Services LLC 2,243 1,652 36% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 2,243 2,433 8% 2021-03-31
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 2,236 1,011 121% 2021-03-31
FAGAN ASSOCIATES, INC. 2,235 2,370 6% 2021-03-31
Aurora Private Wealth, Inc. 2,230 1,778 25% 2021-03-31
BBVA USA BANCSHARES INC 2,212 2,212 No Change 2021-03-31
HANCOCK HOLDING CO 2,200 2,110 4% 2021-03-31
Krilogy Financial LLC 2,200 2,400 8% 2021-03-31
InterOcean Capital Group, LLC 2,200 2,200 No Change 2021-03-31
CALTON & ASSOCIATES, INC. 2,195 4,428 50% 2021-03-31
Integer Wealth Advisors Group LLC 2,180 0 New Buy 2021-03-31
ALLIANCEBERNSTEIN L.P. 2,167 2,167 No Change 2021-03-31
LINCOLN NATIONAL CORP 2,161 2,155 0% 2021-03-31
GARRISON POINT ADVISORS, LLC 2,160 2,189 1% 2021-03-31
Fieldpoint Private Securities, LLC 2,155 2,155 No Change 2021-03-31
CRA Financial Services, LLC 2,127 1,999 6% 2021-03-31
First City Capital Management, Inc. 2,124 1,793 18% 2021-03-31
Intersect Capital LLC 2,071 2,151 4% 2021-03-31
American Investment Services, Inc. 2,066 1,030 101% 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 2,040 2,240 9% 2021-03-31
ARGI Investment Services, LLC 2,037 0 New Buy 2021-03-31
Sequoia Financial Advisors, LLC 2,034 2,034 No Change 2021-03-31
SAX WEALTH ADVISORS, LLC 2,021 0 New Buy 2021-03-31
Kovitz Investment Group Partners, LLC 2,004 2,004 No Change 2021-03-31
Drexel Morgan & Co. 2,000 2,000 No Change 2021-03-31
PROEQUITIES, INC. 1,996 2,315 14% 2021-03-31
Beaumont Financial Partners, LLC 1,986 1,961 1% 2021-03-31
SeaCrest Wealth Management, LLC 1,979 1,846 7% 2021-03-31
Orion Portfolio Solutions, LLC 1,976 659 200% 2021-03-31
Beacon Pointe Advisors, LLC 1,965 1,965 No Change 2021-03-31
Evercore Wealth Management, LLC 1,957 2,117 8% 2021-03-31
Samalin Investment Counsel, LLC 1,955 1,544 27% 2021-03-31
UNITED BANK /VA/ 1,944 1,944 No Change 2021-03-31
CIM, LLC 1,940 1,940 No Change 2021-03-31
MERITAGE PORTFOLIO MANAGEMENT 1,935 1,935 No Change 2021-03-31
California Capital Advisors, Inc. 1,916 2,201 13% 2021-03-31
Mattern Wealth Management LLC 1,905 1,905 No Change 2021-03-31
Sassicaia Capital Advisers LLC 1,900 5,300 64% 2021-03-31
CLS INVESTMENT FIRM, LLC 1,891 1,891 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 1,890 1,890 No Change 2021-03-31
Archetype Wealth Partners, LLC 1,890 0 New Buy 2021-03-31
Centennial Wealth Advisory LLC 1,885 10,546 82% 2021-03-31
180 WEALTH ADVISORS, LLC 1,882 1,879 0% 2021-03-31
Ballentine, Finn & Company, Inc. 1,877 1,877 No Change 2021-03-31
GPS Wealth Strategies Group, LLC 1,855 1,510 23% 2021-03-31
Epstein & White Financial LLC 1,850 1,547 20% 2021-03-31
OXFORD FINANCIAL GROUP LTD 1,804 1,804 No Change 2021-03-31
Pinz Capital Management, LP 1,800 0 New Buy 2021-03-31
CMG Global Holdings, LLC 1,800 0 New Buy 2021-03-31
LeJeune Puetz Investment Counsel LLC 1,790 0 New Buy 2021-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 1,771 1,317 34% 2021-03-31
HOLLENCREST SECURITIES LLC 1,769 1,746 1% 2021-03-31
GLENMEDE TRUST CO NA 1,768 2,163 18% 2021-03-31
Lido Advisors, LLC 1,757 1,468 20% 2021-03-31
Fiduciary Group LLC 1,750 3,165 45% 2021-03-31
Doyle Wealth Management 1,738 1,738 No Change 2021-03-31
TELEMUS CAPITAL, LLC 1,730 1,730 No Change 2021-03-31
Pacific Center for Financial Services 1,729 1,728 0% 2021-03-31
Pensionmark Financial Group, LLC 1,727 0 New Buy 2021-03-31
Wall Street Access Asset Management, LLC 1,721 886 94% 2021-03-31
Moors & Cabot, Inc. 1,718 1,723 0% 2021-03-31
Capital Investment Advisors, LLC 1,708 1,727 1% 2021-03-31
Robertson Stephens Wealth Management, LLC 1,700 1,700 No Change 2021-03-31
Trexquant Investment LP 1,690 2,735 38% 2021-03-31
Claro Advisors LLC 1,648 1,658 1% 2021-03-31
Cornerstone Investment Partners, LLC 1,627 1,627 No Change 2021-03-31
Landsberg, Bennett, & Dubbaneh LLC 1,616 1,643 2% 2021-03-31
Carnegie Capital Asset Management, LLC 1,608 1,638 2% 2021-03-31
CWM, LLC 1,602 2,119 24% 2021-03-31
BURNEY CO/ 102 102 No Change 2021-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,600 1,600 No Change 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,600 1,600 No Change 2021-03-31
SHEETS SMITH & ASSOCIATES INC 1,600 1,600 No Change 2021-03-31
HOWARD WEALTH MANAGEMENT, LLC 1,583 1,585 0% 2021-03-31
Rodgers & Associates, LTD 1,583 1,518 4% 2021-03-31
Court Place Advisors, LLC 1,576 1,676 6% 2021-03-31
Camden Capital, LLC 1,565 3,464 55% 2021-03-31
Ancora Advisors, LLC 1,561 1,561 No Change 2021-03-31
Empirical Financial Services, LLC 1,560 1,671 7% 2021-03-31
Paulson Wealth Management Inc. 1,559 1,659 6% 2021-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,554 1,560 0% 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 1,549 1,549 No Change 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1,518 1,958 22% 2021-03-31
COMERICA SECURITIES,INC. 1,510 0 New Buy 2021-03-31
Grandfield & Dodd, LLC 1,509 2,012 25% 2021-03-31
Maryland Capital Management, LLC 1,507 1,507 No Change 2021-03-31
BURNS J W & CO INC/NY 1,499 1,504 0% 2021-03-31
Institute for Wealth Management, LLC. 1,496 1,739 14% 2021-03-31
IPG Investment Advisors LLC 1,492 992 50% 2021-03-31
Sageworth Trust Co 1,489 1,489 No Change 2021-03-31
HARBOUR INVESTMENTS, INC. 1,488 0 New Buy 2021-03-31
McAdam, LLC 1,470 1,470 No Change 2021-03-31
AllSquare Wealth Management LLC 1,468 1,408 4% 2021-03-31
Savant Capital Management Inc 1,465 1,465 No Change 2021-03-31
Johnson Financial Group, Inc. 1,450 0 New Buy 2021-03-31
TCTC Holdings, LLC 1,440 1,440 No Change 2021-03-31
Donald L. Hagan, LLC 1,407 1,407 No Change 2021-03-31
Clarity Wealth Advisors, LLC 1,384 1,181 17% 2021-03-31
Marks Group Wealth Management, Inc 1,373 1,002 37% 2021-03-31
NOTTINGHAM ADVISORS, INC. 1,361 1,361 No Change 2021-03-31
Paradigm, Strategies in Wealth Management, LLC 1,350 0 New Buy 2021-03-31
Perigon Wealth Management, LLC 1,344 1,373 2% 2021-03-31
Eldridge Investment Advisors, Inc. 1,310 1,310 No Change 2021-03-31
SALEM INVESTMENT COUNSELORS INC 1,300 1,300 No Change 2021-03-31
Arkadios Wealth Advisors 1,289 859 50% 2021-03-31
FLC Capital Advisors 1,288 1,288 No Change 2021-03-31
Sandy Spring Bank 1,286 1,286 No Change 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 1,262 1,292 2% 2021-03-31
Pictet North America Advisors SA 1,260 1,730 27% 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 1,249 1,248 0% 2021-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 1,235 1,992 38% 2021-03-31
Feltz Wealth PLAN Inc. 1,233 1,233 No Change 2021-03-31
Freestone Capital Holdings, LLC 1,232 1,298 5% 2021-03-31
AVALON ADVISORS L P 1,210 2,125 43% 2021-03-31
Quantbot Technologies LLC 1,207 11,724 90% 2021-03-31
BEL AIR INVESTMENT ADVISORS LLC 1,206 0 New Buy 2021-03-31
FIRST NATIONAL CORP /MA/ /ADV 1,205 738 63% 2021-03-31
Laidlaw Wealth Management LLC 1,199 1,054 14% 2021-03-31
Armbruster Capital Management, Inc. 1,198 1,198 No Change 2021-03-31
ACAS, LLC 1,195 0 New Buy 2021-03-31
Stonebridge Capital Advisors LLC 1,188 1,030 15% 2021-03-31
Global Trust Asset Management, LLC 1,180 1,180 No Change 2021-03-31
Financial Engines Advisors L.L.C. 1,179 1,055 12% 2021-03-31
Warren Averett Asset Management, LLC 1,177 0 New Buy 2021-03-31
Penobscot Investment Management Company, Inc. 1,170 1,470 20% 2021-03-31
FIRST UNITED BANK TRUST/ 1,167 1,301 10% 2021-03-31
Cooper Financial Group 1,159 1,322 12% 2021-03-31
PBWM Holdings, LLC 1,158 1,193 3% 2021-03-31
IFP Advisors, Inc 1,155 1,268 9% 2021-03-31
Busey Trust CO 1,152 1,258 8% 2021-03-31
Kaizen Financial Strategies 1,151 2,548 55% 2021-03-31
Gratus Capital LLC 1,150 1,150 No Change 2021-03-31
Annapolis Financial Services, LLC 1,150 1,400 18% 2021-03-31
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1,147 1,147 No Change 2021-03-31
Aldebaran Financial Inc. 1,135 0 New Buy 2021-03-31
9258 Wealth Management, LLC 1,134 1,134 No Change 2021-03-31
Flaharty Asset Management, LLC 1,133 1,284 12% 2021-03-31
Element Wealth, LLC 1,131 1,396 19% 2021-03-31
Soundwatch Capital LLC 1,126 1,126 No Change 2021-03-31
B, B, H, & B INC. 1,125 1,000 13% 2021-03-31
Plancorp, LLC 1,117 1,112 0% 2021-03-31
EPG Wealth Management LLC 1,115 720 55% 2021-03-31
HENGEHOLD CAPITAL MANAGEMENT LLC 1,107 1,507 27% 2021-03-31
Harvest Fund Management Co., Ltd 1,100 1,100 No Change 2021-03-31
Capital Wealth Alliance, LLC 1,098 800 37% 2021-03-31
TOWNSQUARE CAPITAL LLC 1,095 1,090 0% 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 1,069 1,067 0% 2021-03-31
Traverso Chambers Private Wealth Management, LLC 1,059 1,056 0% 2021-03-31
Keeley-Teton Advisors, LLC 1,053 1,053 No Change 2021-03-31
FAYEZ SAROFIM & CO 1,050 0 New Buy 2021-03-31
ASPIRIANT, LLC 1,048 721 45% 2021-03-31
ALESCO ADVISORS LLC 1,045 1,045 No Change 2021-03-31
GABLES CAPITAL MANAGEMENT INC. 1,045 1,050 0% 2021-03-31
HCR Wealth Advisors 1,041 3,814 73% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 677 1,036 35% 2021-03-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 1,030 1,180 13% 2021-03-31
USA Financial Portformulas Corp 1,030 1,044 1% 2021-03-31
Executive Wealth Management, LLC 1,019 0 New Buy 2021-03-31
Clear Perspective Advisors, LLC 1,017 0 New Buy 2021-03-31
SONATA CAPITAL GROUP INC 1,007 1,006 0% 2021-03-31
BECK MACK & OLIVER LLC 1,000 1,000 No Change 2021-03-31
SIGNATUREFD, LLC 1,000 1,098 9% 2021-03-31
Ipswich Investment Management Co., Inc. 1,000 1,000 No Change 2021-03-31
FORT PITT CAPITAL GROUP, LLC 1,000 1 99,900% 2021-03-31
MYDA Advisors LLC 1,000 0 New Buy 2021-03-31
Windham Capital Management, LLC 999 999 No Change 2021-03-31
Carroll Financial Associates, Inc. 987 863 14% 2021-03-31
GREENLEAF TRUST 983 983 No Change 2021-03-31
FINANCIAL COUNSELORS INC 975 0 New Buy 2021-03-31
WETHERBY ASSET MANAGEMENT INC 965 2,465 61% 2021-03-31
Focused Wealth Management, Inc 952 1,135 16% 2021-03-31
Levy Wealth Management Group, LLC 945 945 No Change 2021-03-31
MADDEN SECURITIES Corp 942 1,022 8% 2021-03-31
Hochman Cole Investment Advisors, Inc. 934 0 New Buy 2021-03-31
Gyon Technologies Capital Management, LP 934 0 New Buy 2021-03-31
Abbrea Capital, LLC 933 0 New Buy 2021-03-31
Titus Wealth Management 933 866 8% 2021-03-31
Neumann Capital Management, LLC 932 1,082 14% 2021-03-31
Mutual Advisors, LLC 924 923 0% 2021-03-31
F3Logic, LLC 921 921 No Change 2021-03-31
BKD Wealth Advisors, LLC 920 920 No Change 2021-03-31
Koshinski Asset Management, Inc. 915 0 New Buy 2021-03-31
Emerald Investment Partners, LLC 911 911 No Change 2021-03-31
D.B. Root & Company, LLC 910 0 New Buy 2021-03-31
Personal Capital Advisors Corp 904 966 6% 2021-03-31
AYRSHIRE ASSOCIATES INC 900 900 No Change 2021-03-31
Schonfeld Strategic Advisors LLC 900 0 New Buy 2021-03-31
Strategic Wealth Partners Group LLC 893 792 13% 2021-03-31
IHT Wealth Management, LLC 890 999 11% 2021-03-31
Bluesphere Advisors, LLC 885 710 25% 2021-03-31
Jacobi Capital Management LLC 877 925 5% 2021-03-31
INVERNESS COUNSEL INC /NY/ 871 896 3% 2021-03-31
M Holdings Securities, Inc. 869 0 New Buy 2021-03-31
Diversified Portfolios, Inc. 859 859 No Change 2021-03-31
Red Door Wealth Management, LLC 859 859 No Change 2021-03-31
Alpha Cubed Investments, LLC 848 1,194 29% 2021-03-31
BRYN MAWR TRUST CO/PA 846 1,021 17% 2021-03-31
FIRST NATIONAL BANK OF OMAHA 834 834 No Change 2021-03-31
FINANCIAL MANAGEMENT NETWORK INC 834 856 3% 2021-03-31
Blue Fin Capital, Inc. 830 776 7% 2021-03-31
BP WEALTH MANAGEMENT, LLC 827 827 No Change 2021-03-31
Goss Wealth Management LLC 823 1,853 56% 2021-03-31
Bridgecreek Investment Management, LLC 820 755 9% 2021-03-31
COLONY GROUP LLC 817 884 8% 2021-03-31
Patriot Investment Management Inc. 817 0 New Buy 2021-03-31
TANDEM CAPITAL MANAGEMENT CORP /ADV 805 805 No Change 2021-03-31
FIRST MANHATTAN CO 800 0 New Buy 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 800 1,100 27% 2021-03-31
High Falls Advisors, Inc 800 800 No Change 2021-03-31
Orgel Wealth Management, LLC 800 0 New Buy 2021-03-31
Pacitti Group Inc. 797 794 0% 2021-03-31
Evensky & Katz, Inc. 789 864 9% 2021-03-31
Crewe Advisors LLC 786 786 No Change 2021-03-31
Cornerstone Advisory, LLP 780 0 New Buy 2021-03-31
FIRST INTERSTATE BANCSYSTEM INC 775 0 New Buy 2021-03-31
Sovereign Financial Group, Inc. 772 0 New Buy 2021-03-31
Marshall Financial Group LLC 767 1,067 28% 2021-03-31
Financeware, Inc. 759 759 No Change 2021-03-31
VALLEY NATIONAL ADVISERS INC 757 496 53% 2021-03-31
Tradition Wealth Management, LLC 755 755 No Change 2021-03-31
Burns Wealth Management, Inc. 751 751 No Change 2021-03-31
Palisade Asset Management, LLC 750 750 No Change 2021-03-31
Main Street Research LLC 750 0 New Buy 2021-03-31
MANCHESTER FINANCIAL INC 741 241 207% 2021-03-31
Monterey Private Wealth, Inc. 737 734 0% 2021-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 735 0 New Buy 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 734 140 424% 2021-03-31
Trellis Advisors, LLC 733 733 No Change 2021-03-31
TrinityPoint Wealth, LLC 732 757 3% 2021-03-31
FIRST CITIZENS BANK & TRUST CO 731 1,050 30% 2021-03-31
Portfolio Solutions 728 0 New Buy 2021-03-31
Freedman Financial Associates, Inc. 728 728 No Change 2021-03-31
Gerber Kawasaki Wealth & Investment Management 726 0 New Buy 2021-03-31
Waldron, LP 723 723 No Change 2021-03-31
CAMBRIDGE TRUST CO 721 736 2% 2021-03-31
High Note Wealth, LLC 715 715 No Change 2021-03-31
DAVIS R M INC 712 712 No Change 2021-03-31
DOHJ, LLC 710 710 No Change 2021-03-31
FIRST NATIONAL BANK SIOUX FALLS 705 705 No Change 2021-03-31
Intrua Financial, LLC 704 0 New Buy 2021-03-31
CITY HOLDING CO 700 700 No Change 2021-03-31
XML Financial, LLC 693 0 New Buy 2021-03-31
OLD NATIONAL BANCORP /IN/ 691 691 No Change 2021-03-31
CFM WEALTH PARTNERS LLC 687 687 No Change 2021-03-31
SCHULHOFF & CO INC 680 680 No Change 2021-03-31
HOLDERNESS INVESTMENTS CO 680 680 No Change 2021-03-31
Budros, Ruhlin & Roe, Inc. 676 671 1% 2021-03-31
HoyleCohen, LLC 668 0 New Buy 2021-03-31
Bridgewater Advisors Inc. 667 0 New Buy 2021-03-31
Laurel Wealth Advisors, Inc. 667 0 New Buy 2021-03-31
Carlson Capital Management 663 663 No Change 2021-03-31
LIBERTY WEALTH MANAGEMENT LLC 654 654 No Change 2021-03-31
FORTEM FINANCIAL GROUP, LLC 653 602 8% 2021-03-31
EP Wealth Advisors, Inc. 646 0 New Buy 2021-03-31
Nikulski Financial, Inc. 645 0 New Buy 2021-03-31
GSA CAPITAL PARTNERS LLP 641 0 New Buy 2021-03-31
Hanlon Investment Management, Inc. 628 0 New Buy 2021-03-31
MITCHELL MCLEOD PUGH & WILLIAMS INC 628 0 New Buy 2021-03-31
Concorde Asset Management, LLC 622 0 New Buy 2021-03-31
Rockbridge Investment Management, LCC 622 0 New Buy 2021-03-31
Zions Bancorporation, N.A. 618 346 79% 2021-03-31
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 616 1,156 47% 2021-03-31
Citizens National Bank Trust Department 616 667 8% 2021-03-31
Modera Wealth Management, LLC 614 0 New Buy 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 610 610 No Change 2021-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 610 610 No Change 2021-03-31
Stewardship Financial Advisors, LLC 610 680 10% 2021-03-31
JT Stratford LLC 606 0 New Buy 2021-03-31
ENTERPRISE FINANCIAL SERVICES CORP 600 600 No Change 2021-03-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 600 0 New Buy 2021-03-31
Ellis Investment Partners, LLC 573 580 1% 2021-03-31
BDO Wealth Advisors, LLC 525 525 No Change 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 500 500 No Change 2021-03-31
Moisand Fitzgerald Tamayo, LLC 498 498 No Change 2021-03-31
First Bank & Trust 474 474 No Change 2021-03-31
FinTrust Capital Advisors, LLC 464 0 New Buy 2021-03-31
Evolution Wealth Advisors, LLC 461 461 No Change 2021-03-31
SECURITY NATIONAL TRUST CO 450 450 No Change 2021-03-31
Hartland & Co., LLC 423 423 No Change 2021-03-31
CULLEN FROST BANKERS INC 403 437 8% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 403 402 0% 2021-03-31
Parallel Advisors, LLC 381 379 1% 2021-03-31
CoreFirst Bank & Trust 380 380 No Change 2021-03-31
Jackson, Grant Investment Advisers, Inc. 371 369 1% 2021-03-31
TOMPKINS FINANCIAL CORP 349 29,117 99% 2021-03-31
Meridian Wealth Partners, LLC 343 133 158% 2021-03-31
Disciplined Investments, LLC 341 340 0% 2021-03-31
Sargent Bickham Lagudis LLC 333 0 New Buy 2021-03-31
Prime Capital Investment Advisors, LLC 327 426 23% 2021-03-31
Private Ocean, LLC 312 311 0% 2021-03-31
Column Capital Advisors, LLC 310 310 No Change 2021-03-31
Hanson Investment Management 300 300 No Change 2021-03-31
Oakworth Capital, Inc. 300 300 No Change 2021-03-31
SITTNER & NELSON, LLC 300 300 No Change 2021-03-31
Sturgeon Ventures LLP 298 298 No Change 2021-03-31
Atlas Private Wealth Management 298 298 No Change 2021-03-31
Center for Financial Planning, Inc. 297 297 No Change 2021-03-31
Black Swift Group, LLC 289 289 No Change 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 270 270 No Change 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 267 258 3% 2021-03-31
Private Capital Group, LLC 263 292 10% 2021-03-31
Bartlett & Co. LLC 260 260 No Change 2021-03-31
EDMOND DE ROTHSCHILD HOLDING S.A. 260 260 No Change 2021-03-31
Retirement Group, LLC 255 7,911 97% 2021-03-31
Johnson Midwest Financial, LLC 252 262 4% 2021-03-31
D'Orazio & Associates, Inc. 250 515 51% 2021-03-31
Archer Investment Corp 239 210 14% 2021-03-31
RWM Asset Management, LLC 233 306 24% 2021-03-31
BROWN BROTHERS HARRIMAN & CO 226 226 No Change 2021-03-31
Founders Financial Alliance, LLC 6 10 40% 2021-03-31
Accel Wealth Management 222 72 208% 2021-03-31
FormulaFolio Investments, LLC 221 5,330 96% 2021-03-31
Barrett Asset Management, LLC 212 212 No Change 2021-03-31
Larson Financial Group LLC 210 210 No Change 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 200 0 New Buy 2021-03-31
First Command Financial Services, Inc. 200 200 No Change 2021-03-31
Ironwood Wealth Management, llc 195 25 680% 2021-03-31
Capital Analysts, Inc. 168 128 31% 2021-03-31
Brand Asset Management Group, Inc. 164 164 No Change 2021-03-31
Key FInancial Inc 163 163 No Change 2021-03-31
Truvestments Capital LLC 154 150 3% 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 150 450 67% 2021-03-31
TCI Wealth Advisors, Inc. 149 195 24% 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 147 0 New Buy 2021-03-31
Parkside Financial Bank & Trust 140 140 No Change 2021-03-31
Grandview Asset Management LLC 140 4,246 97% 2021-03-31
AMERICAN NATIONAL BANK 136 136 No Change 2021-03-31
Costello Asset Management, INC 135 135 No Change 2021-03-31
Concord Wealth Partners 130 130 No Change 2021-03-31
OPTIMUM INVESTMENT ADVISORS 120 120 No Change 2021-03-31
Aspire Private Capital, LLC 117 117 No Change 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 114 114 No Change 2021-03-31
Better Money Decisions, LLC 101 0 New Buy 2021-03-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 100 100 No Change 2021-03-31
COUNTRY TRUST BANK 100 100 No Change 2021-03-31
Fusion Family Wealth LLC 95 100 5% 2021-03-31
Laurel Wealth Advisors LLC 89 82 9% 2021-03-31
Edge Wealth Management LLC 80 80 No Change 2021-03-31
Cribstone Capital Management, LLC 80 0 New Buy 2021-03-31
Lloyd Advisory Services, LLC. 79 0 New Buy 2021-03-31
Horrell Capital Management, Inc. 75 75 No Change 2021-03-31
Allred Capital Management, LLC 75 0 New Buy 2021-03-31
Efficient Wealth Management LLC 73 73 No Change 2021-03-31
Atlas Private Wealth Advisors 72 363 80% 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 67 67 No Change 2021-03-31
Kistler-Tiffany Companies, LLC 62 62 No Change 2021-03-31
Charter Oak Capital Management, LLC 60 60 No Change 2021-03-31
Summit Investment Advisors, Inc. 59 59 No Change 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 52 52 No Change 2021-03-31
CFG Asset Management LLC 50 75 33% 2021-03-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 50 No Change 2021-03-31
Bogart Wealth, LLC 50 50 No Change 2021-03-31
Carmichael Hill & Associates, Inc. 49 49 No Change 2021-03-31
Tacita Capital Inc 45 0 New Buy 2021-03-31
Clearview Wealth Advisors LLC 42 42 No Change 2021-03-31
Firestone Capital Management 41 41 No Change 2021-03-31
Wagner Wealth Management, LLC 40 0 New Buy 2021-03-31
First Personal Financial Services 39 39 No Change 2021-03-31
Lowe fs, LLC 36 36 No Change 2021-03-31
PROFFITT & GOODSON INC 35 60 42% 2021-03-31
RPG Investment Advisory, LLC 30 49 39% 2021-03-31
Lumature Wealth Partners, LLC 30 0 New Buy 2021-03-31
Bradley & Co. Private Wealth Management, LLC 28 0 New Buy 2021-03-31
Regal Wealth Group, Inc. 27 27 No Change 2021-03-31
Endurance Wealth Management, Inc. 23 148 84% 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 22 22 No Change 2021-03-31
Eukles Asset Management 22 22 No Change 2021-03-31
Joseph P. Lucia & Associates, LLC 22 22 No Change 2021-03-31
Cranbrook Wealth Management, LLC 20 20 No Change 2021-03-31
Patriot Financial Group Insurance Agency, LLC 20 20 No Change 2021-03-31
Cordasco Financial Network 15 15 No Change 2021-03-31
Horan Securities, Inc. 12 12 No Change 2021-03-31
Investors Research Corp 12 12 No Change 2021-03-31
McIlrath & Eck, LLC 11 11 No Change 2021-03-31
Gradient Investments LLC 9 268 97% 2021-03-31
Sonora Investment Management, LLC 5 5 No Change 2021-03-31
Semmax Financial Advisors Inc. 5 5 No Change 2021-03-31
Mach-1 Financial Group, Inc. 5 0 New Buy 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 3 13 77% 2021-03-31
Bay Harbor Wealth Management, LLC 2 2 No Change 2021-03-31
Fiduciary Planning LLC 1 1 No Change 2021-03-31
Renaissance Technologies(Jim Simons) 0 10,300 Sold Out 2021-03-31
CENTRAL BANK & TRUST CO 0 58 Sold Out 2021-03-31
Capital Directions Investment Advisors, LLC 0 171 Sold Out 2021-03-31
NOMURA ASSET MANAGEMENT CO LTD 0 1,875 Sold Out 2021-03-31
DOLIVER CAPITAL ADVISORS, INC. 0 3,537 Sold Out 2021-03-31
SUNRISE PARTNERS LLC /CT 0 14,800 Sold Out 2021-03-31
QUANTLAB CAPITAL MANAGEMENT LTD 0 700 Sold Out 2021-03-31
MCMILLION CAPITAL MANAGEMENT INC 0 509 Sold Out 2021-03-31
TrueNorth, Inc. 0 200 Sold Out 2021-03-31
FIERA SCEPTRE INC. 0 1,000 Sold Out 2021-03-31
MIZUHO SECURITIES USA INC. 0 46,161 Sold Out 2021-03-31
J. Goldman & Co LP 0 5,085 Sold Out 2021-03-31
Financial Management Professionals, Inc. 0 30 Sold Out 2021-03-31
JNBA Financial Advisors 0 10 Sold Out 2021-03-31
BTG Pactual Global Asset Management Ltd 0 2,471 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 1,516 Sold Out 2021-03-31
Edgestream Partners, L.P. 0 37,708 Sold Out 2021-03-31
Burt Wealth Advisors 0 450 Sold Out 2021-03-31
EQUITEC PROPRIETARY MARKETS, LLC 0 16,000 Sold Out 2021-03-31
HUNTINGTON ASSET ADVISORS, INC. 0 837 Sold Out 2021-03-31
Sawtooth Asset Management, Inc. 0 66,706 Sold Out 2021-03-31
Connecticut Wealth Management, LLC 0 3,748 Sold Out 2021-03-31
Turim 21 Investimentos Ltda. 0 107 Sold Out 2021-03-31
Lee Capital Holdings LLC 0 869 Sold Out 2021-03-31
LFA - Lugano Financial Advisors SA 0 620 Sold Out 2021-03-31
Redhawk Wealth Advisors, Inc. 0 809 Sold Out 2021-03-31
Signet Investment Advisory Group, Inc. 0 130 Sold Out 2021-03-31
Cedar Brook Financial Partners, LLC 0 1,133 Sold Out 2021-03-31
Global Wealth Management Investment Advisory, Inc. 0 6 Sold Out 2021-03-31
JFG Wealth Management, LLC 0 1,250 Sold Out 2021-03-31
ExodusPoint Capital Management, LP 0 10,735 Sold Out 2021-03-31
Miramar Capital, LLC 0 3,640 Sold Out 2021-03-31
Outlook Wealth Advisors, LLC 0 2,943 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 2,686 Sold Out 2021-03-31
Banque Cantonale Vaudoise 0 3,600 Sold Out 2021-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0 450,000 Sold Out 2021-03-31
Regent Peak Wealth Advisors LLC 0 396 Sold Out 2021-03-31
FSA Wealth Management LLC 0 134 Sold Out 2021-03-31
Tempus Wealth Planning, LLC 0 694 Sold Out 2021-03-31
Kinloch Capital, LLC 0 37 Sold Out 2021-03-31
IFS Advisors, LLC 0 434 Sold Out 2021-03-31
Oder Investment Management, LLC 0 1 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 35 Sold Out 2021-03-31
Alpha DNA Investment Management LLC 0 18 Sold Out 2021-03-31
ENCOMPASS WEALTH ADVISORS, LLC 0 360 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 131 Sold Out 2021-03-31
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