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STOCK TICKER:
ISHARES MSCI E.M.I.F   (ticker: EEM)
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
Retirement Systems of Alabama 16,714,526 16,714,526 No Change 2021-06-30
CHURCHILL MANAGEMENT GROUP /CA/ 3,385,438 3,314,789 2% 2021-06-30
UBP Investment Advisors SA 400,770 353,816 13% 2021-06-30
WealthBridge Investment Counsel Inc. 352,140 337,940 4% 2021-06-30
Wealth Advisory Solutions, LLC 326,910 241,170 36% 2021-06-30
TIAA, FSB 3,557 3,557 No Change 2021-06-30
STOCK YARDS BANK & TRUST CO 225,681 219,416 3% 2021-06-30
Valeo Financial Advisors, LLC 218,599 275,112 21% 2021-06-30
Twele Capital Management, Inc. 202,717 205,418 1% 2021-06-30
VICTORY CAPITAL MANAGEMENT INC 192,104 0 New Buy 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 179,072 0 New Buy 2021-06-30
Willis Johnson & Associates, Inc. 0 169,672 Sold Out 2021-06-30
First Financial Bank, N.A. - Trust Division 155,578 160,403 3% 2021-06-30
WHITTIER TRUST CO 145,326 146,940 1% 2021-06-30
Stratos Wealth Partners, LTD. 143,193 140,586 2% 2021-06-30
Waratah Capital Advisors Ltd. 140,000 42,500 229% 2021-06-30
Windsor Creek Advisors, LLC 138,710 108,710 28% 2021-06-30
SUMMIT FINANCIAL GROUP INC 104,763 103,573 1% 2021-06-30
Geneos Wealth Management Inc. 0 95,812 Sold Out 2021-06-30
USCA RIA LLC 96,680 76,679 26% 2021-06-30
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 91,490 95,148 4% 2021-06-30
Money Matters Financial Group Inc 83,608 82,709 1% 2021-06-30
FIRST MIDWEST BANK TRUST DIVISION 76,967 74,591 3% 2021-06-30
Canton Hathaway, LLC 68,715 62,230 10% 2021-06-30
Richard P Slaughter Associates Inc 68,608 68,195 1% 2021-06-30
Sierra Capital LLC 66,688 0 New Buy 2021-06-30
PATTEN & PATTEN INC/TN 64,649 55,299 17% 2021-06-30
YHB Investment Advisors, Inc. 61,686 62,362 1% 2021-06-30
Personal Resources Investment & Strategic Management, Inc. 60,108 60,097 0% 2021-06-30
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 56,941 80,861 30% 2021-06-30
FULTON BANK, N.A. 54,837 53,854 2% 2021-06-30
WELCH & FORBES LLC 52,173 52,007 0% 2021-06-30
WEBSTER BANK, N. A. 46,739 53,332 12% 2021-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 44,940 43,630 3% 2021-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 44,093 43,647 1% 2021-06-30
Strategic Investment Advisors / MI 43,578 86,755 50% 2021-06-30
Platte River Wealth Advisors, LLC 40,588 41,997 3% 2021-06-30
Vigilare Wealth Management 35,379 28,286 25% 2021-06-30
Bank of New Hampshire 33,692 0 New Buy 2021-06-30
LBJ Family Wealth Advisors, Ltd. 32,429 32,852 1% 2021-06-30
Ziegler Capital Management, LLC 29,624 30,202 2% 2021-06-30
Prosperity Planning, Inc. 29,058 29,487 1% 2021-06-30
TNB Financial 28,340 0 New Buy 2021-06-30
FIRST HAWAIIAN BANK 28,246 28,246 No Change 2021-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 27,765 27,765 No Change 2021-06-30
SOA Wealth Advisors, LLC. 26,766 30,254 12% 2021-06-30
ROCKLAND TRUST CO 24,981 28,548 12% 2021-06-30
Capital Financial Planning, LLC 24,743 24,773 0% 2021-06-30
Montecito Bank & Trust 22,778 20,991 9% 2021-06-30
TRUST CO OF VERMONT 21,544 21,224 2% 2021-06-30
Newman & Schimel, LLC 21,473 21,012 2% 2021-06-30
APPLETON PARTNERS INC/MA 20,828 20,965 1% 2021-06-30
Sage Mountain Advisors LLC 20,294 10,150 100% 2021-06-30
SMITHBRIDGE ASSET MANAGEMENT INC/DE 20,100 20,100 No Change 2021-06-30
vontobel swiss wealth advisors AG 19,728 17,377 14% 2021-06-30
XR Securities LLC 12,400 32,600 62% 2021-06-30
Butler Wick Trust CO 18,367 18,367 No Change 2021-06-30
Newport Capital Group, LLC 17,593 0 New Buy 2021-06-30
SOUNDMARK WEALTH MANAGEMENT, LLC 17,121 17,295 1% 2021-06-30
WOODSTOCK CORP 16,303 16,286 0% 2021-06-30
Resonant Capital Advisors, LLC 15,626 15,233 3% 2021-06-30
North Star Investment Management Corp. 15,572 13,046 19% 2021-06-30
We Are One Seven, LLC 14,919 15,558 4% 2021-06-30
Stratos Wealth Advisors, LLC 13,728 12,235 12% 2021-06-30
Stordahl Capital Management, Inc. 13,576 15,341 12% 2021-06-30
Wade Financial Advisory, Inc 13,103 13,103 No Change 2021-06-30
ROTHSCHILD INVESTMENT CORP /IL 12,706 12,095 5% 2021-06-30
Pinnacle Bank 11,755 11,530 2% 2021-06-30
UMA Financial Services, Inc. 11,667 0 New Buy 2021-06-30
SOL Capital Management CO 11,550 12,500 8% 2021-06-30
S&CO INC 11,467 11,467 No Change 2021-06-30
V Wealth Management,LLC 0 2,393 Sold Out 2021-06-30
Legacy Private Trust Co. 10,285 10,285 No Change 2021-06-30
Alpha Omega Wealth Management LLC 10,082 10,202 1% 2021-06-30
Massey, Quick & Co., LLC 9,664 9,864 2% 2021-06-30
Wells Trecaso Financial Group, LLC 9,035 9,035 No Change 2021-06-30
Vista Wealth Management Group, LLC 8,767 8,767 No Change 2021-06-30
Summit X, LLC 8,562 7,533 14% 2021-06-30
Boltwood Capital Management 7,848 7,848 No Change 2021-06-30
ORRSTOWN FINANCIAL SERVICES INC 7,539 0 New Buy 2021-06-30
Sowa Financial Group, Inc. 7,036 7,098 1% 2021-06-30
Triangle Securities Wealth Management 6,570 6,720 2% 2021-06-30
PBMares Wealth Management LLC 6,496 6,607 2% 2021-06-30
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 6,343 6,043 5% 2021-06-30
ELM ADVISORS, LLC 6,300 6,300 No Change 2021-06-30
EisnerAmper Wealth Management Corporate Benefits, LLC 6,224 6,224 No Change 2021-06-30
Stillwater Capital Advisors, LLC 5,810 5,810 No Change 2021-06-30
Pure Financial Advisors, Inc. 5,719 5,570 3% 2021-06-30
Tranquility Partners, LLC 5,502 0 New Buy 2021-06-30
DUBUQUE BANK & TRUST CO 5,402 5,402 No Change 2021-06-30
AdvisorNet Financial, Inc 5,229 5,660 8% 2021-06-30
Schwab Charitable Fund 5,122 5,544 8% 2021-06-30
Allegiant Private Advisors, LLC 5,068 4,973 2% 2021-06-30
RNC CAPITAL MANAGEMENT LLC 4,988 4,988 No Change 2021-06-30
Comprehensive Portfolio Management, LLC 4,837 4,105 18% 2021-06-30
Apex Investment Services, Inc. 4,747 4,801 1% 2021-06-30
Segment Wealth Management, LLC 4,722 4,722 No Change 2021-06-30
WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,627 4,627 No Change 2021-06-30
Vision Capital Management, Inc. 4,126 4,126 No Change 2021-06-30
Norway Savings Bank 4,102 4,102 No Change 2021-06-30
Ullmann Financial Group, Inc. 3,791 4,050 6% 2021-06-30
InTrack Investment Management Inc 3,735 0 New Buy 2021-06-30
TSFG, LLC 3,689 3,393 9% 2021-06-30
TOTH FINANCIAL ADVISORY CORP 2,581 2,581 No Change 2021-06-30
Powell Investment Advisors, LLC 2,384 3,043 22% 2021-06-30
Sugarloaf Wealth Management, LLC 2,301 160 1,338% 2021-06-30
West Financial Advisors, LLC 2,170 2,170 No Change 2021-06-30
Winch Advisory Services, LLC 1,748 1,718 2% 2021-06-30
Lenox Wealth Advisors, Inc. 1,589 1,589 No Change 2021-06-30
Truehand, Inc 1,125 1,125 No Change 2021-06-30
Pacifica Partners Inc. 1,088 1,288 16% 2021-06-30
Trust Co 850 850 No Change 2021-06-30
SYM FINANCIAL CORPORATION 754 819 8% 2021-06-30
WOLFF WIESE MAGANA LLC 648 648 No Change 2021-06-30
John W. Brooker & Co., CPAs 509 507 0% 2021-06-30
TFO-TDC, LLC 500 0 New Buy 2021-06-30
Tradewinds Capital Management, LLC 496 496 No Change 2021-06-30
Sound Income Strategies, LLC 288 387 26% 2021-06-30
Vigilant Capital Management, LLC 255 0 New Buy 2021-06-30
TECTONIC ADVISORS LLC 176 176 No Change 2021-06-30
Corsicana & Co. 175 0 New Buy 2021-06-30
Pflug Koory, LLC 120 0 New Buy 2021-06-30
M&R CAPITAL MANAGEMENT INC 117 112 4% 2021-06-30
Savior LLC 14 14 No Change 2021-06-30
Weil Company, Inc. 0 4,770 Sold Out 2021-06-30
Welch Group, LLC 0 4,993 Sold Out 2021-06-30
Advocacy Wealth Management Services, LLC 0 679 Sold Out 2021-06-30
Tuttle Tactical Management LLC 0 4,675 Sold Out 2021-06-30
Sage Capital Advisors,llc 0 31,090 Sold Out 2021-06-30
Wealthstreet Investment Advisors, LLC 0 49,893 Sold Out 2021-06-30
Resource Management, LLC 0 4,532 Sold Out 2021-06-30
Stewardship Advisors, LLC 0 4,473 Sold Out 2021-06-30
Total Clarity Wealth Management, Inc. 0 2,616 Sold Out 2021-06-30
Sightline Wealth Advisors, LLC 0 13,996 Sold Out 2021-06-30
CREDIT SUISSE/ 80,501,132 91,971,820 12% 2021-03-31
Susquehanna International Group, LLP 67,253,282 58,420,497 15% 2021-03-31
UBS Group AG 110,130 47,058,919 100% 2021-03-31
CITIGROUP INC 36,627,748 26,298,954 39% 2021-03-31
MORGAN STANLEY 25,698,961 0 New Buy 2021-03-31
WELLS FARGO & CO/MN 22,536,722 24,496,366 8% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 11,834,400 24,147,862 51% 2021-03-31
Investment Management Corp of Ontario 11,781,265 12,756,941 8% 2021-03-31
Capstone Investment Advisors, LLC 11,631,924 13,591,695 14% 2021-03-31
JEFFERIES GROUP INC /DE/ 9,904,052 0 New Buy 2021-03-31
BARCLAYS PLC 1,603 4,900 67% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 0 3,349,856 Sold Out 2021-03-31
Bank of New York Mellon CORP 8,631,585 7,388,865 17% 2021-03-31
HSBC HOLDINGS PLC 8,066,023 7,351,737 10% 2021-03-31
ROYAL BANK OF CANADA 6,885,764 0 New Buy 2021-03-31
BANK OF MONTREAL /CAN/ 6,436,555 598,463 976% 2021-03-31
NORTHERN TRUST CORP 6,414,649 8,513,154 25% 2021-03-31
WIT, LLC 5,955,774 6,593,704 10% 2021-03-31
NOMURA HOLDINGS INC 5,760,400 5,473,100 5% 2021-03-31
US BANCORP DE 4,792,269 4,709,631 2% 2021-03-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3,211,700 3,211,700 No Change 2021-03-31
LPL Financial CORP 3,198,371 2,493,017 28% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 2,878,460 2,778,812 4% 2021-03-31
BESSEMER GROUP INC 2,797,825 2,767,600 1% 2021-03-31
SG Americas Securities, LLC 2,631,938 1,302,049 102% 2021-03-31
J P MORGAN CHASE & CO 2,601,236 7,575,054 66% 2021-03-31
Cutler Group LP 25,520 1,877,400 99% 2021-03-31
Liberty Mutual Group Asset Management Inc. 117,596 2,298,137 95% 2021-03-31
FIFTH THIRD BANCORP 2,297,053 1,972,530 16% 2021-03-31
TD ASSET MANAGEMENT INC 2,293,572 2,638,553 13% 2021-03-31
BlueCrest Capital Management Ltd 2,275,900 2,129,080 7% 2021-03-31
Vontobel Holding Ltd. 2,153,311 2,183,403 1% 2021-03-31
PEAK6 Investments LLC 2,121,332 0 New Buy 2021-03-31
Hirtle Callaghan & Co Inc 2,091,024 2,091,872 0% 2021-03-31
Rafferty Asset Management, LLC 1,825,447 0 New Buy 2021-03-31
STEADFAST CAPITAL MANAGEMENT LLC 1,800,000 0 New Buy 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 1,781,886 1,787,724 0% 2021-03-31
DUPONT CAPITAL MANAGEMENT 1,752,439 4,180,159 58% 2021-03-31
HUNTINGTON NATIONAL BANK 1,736,520 367,177 373% 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1,634,203 0 New Buy 2021-03-31
Dai-Ichi Life Insurance Company, Ltd 1,593,100 0 New Buy 2021-03-31
Public Sector Pension Investment Board 420,607 170,197 147% 2021-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 1,521,013 4,576,000 67% 2021-03-31
REGIONS FINANCIAL CORP 1,488,857 1,481,720 0% 2021-03-31
MD Financial Management Inc. 1,459,368 1,694,283 14% 2021-03-31
FMR LLC 13 14 7% 2021-03-31
BAILARD, INC. 1,397,358 1,438,299 3% 2021-03-31
BANK OF NOVA SCOTIA / 1,387,961 2,526,677 45% 2021-03-31
Halbert, Hargrove/Russell LLC 1,385,501 1,398,520 1% 2021-03-31
FACTORY MUTUAL INSURANCE CO 1,336,500 886,500 51% 2021-03-31
AMERIPRISE FINANCIAL INC 1,308,762 1,069,854 22% 2021-03-31
CONNABLE OFFICE INC 1,286,684 1,302,650 1% 2021-03-31
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1,259,440 23,164 5,337% 2021-03-31
New Harbor Financial Group, LLC 1,190,457 1,126,057 6% 2021-03-31
Tredje AP-fonden 1,165,000 911,849 28% 2021-03-31
People's United Financial, Inc. 1,104,074 1,121,173 2% 2021-03-31
Mariner Wealth Advisors, LLC 1,073,900 737,460 46% 2021-03-31
Calamos Advisors LLC 1,056,500 1,342,500 21% 2021-03-31
aeris Capital Holding GmbH 1,025,912 1,082,600 5% 2021-03-31
BALYASNY ASSET MANAGEMENT LLC 1,010,800 0 New Buy 2021-03-31
RAYMOND JAMES & ASSOCIATES 1,003,136 1,119,893 10% 2021-03-31
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 0 8,862,500 Sold Out 2021-03-31
M&T BANK CORP 957,803 960,891 0% 2021-03-31
HighTower Advisors, LLC 904,892 856,210 6% 2021-03-31
CASTLEARK MANAGEMENT LLC 868,500 742,200 17% 2021-03-31
Baird Financial Group, Inc. 374,092 371,827 1% 2021-03-31
STATE STREET CORP 801,075 566,148 41% 2021-03-31
Atlantic Trust Group, LLC 15,872 814,633 98% 2021-03-31
Raymond James Financial Services Advisors, Inc. 774,663 720,552 8% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 758,404 545,812 39% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 756,332 1,350,296 44% 2021-03-31
Optiver Holding B.V. 752,558 0 New Buy 2021-03-31
Clal Insurance Enterprises Holdings Ltd 701,000 4,360,100 84% 2021-03-31
Main Management LLC 700,513 639,268 10% 2021-03-31
STRS OHIO 700,000 806,680 13% 2021-03-31
Neuberger Berman Group LLC 673,241 4,391 15,232% 2021-03-31
Twin Tree Management, LP 24,876 503,038 95% 2021-03-31
Creative Planning 2,100 500 320% 2021-03-31
Man Group plc 657,043 1,608,860 59% 2021-03-31
FRANKLIN RESOURCES INC 615,031 618,465 1% 2021-03-31
Ergoteles LLC 606,044 0 New Buy 2021-03-31
Tower Research Capital LLC 0 50,758 Sold Out 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 578,854 552,993 5% 2021-03-31
GEODE CAPITAL MANAGEMENT LLC 565,879 565,879 No Change 2021-03-31
GREENLEAF TRUST 554,482 604,335 8% 2021-03-31
EASTERN BANK 549,714 458,379 20% 2021-03-31
Marshall Wace LLP 86,100 0 New Buy 2021-03-31
Crake Asset Management LLP 525,000 0 New Buy 2021-03-31
Mitsubishi UFJ Trust & Banking Corp 500,986 496,935 1% 2021-03-31
Islet Management, LP 500,000 0 New Buy 2021-03-31
EATON VANCE MANAGEMENT 498,744 0 New Buy 2021-03-31
BLAIR WILLIAM & CO/IL 492,213 316,046 56% 2021-03-31
Pathstone Family Office, LLC 483,806 484,337 0% 2021-03-31
Quantitative Investment Management, LLC 466,016 0 New Buy 2021-03-31
SCHRODER INVESTMENT MANAGEMENT GROUP 463,423 145,256 219% 2021-03-31
Cresset Asset Management, LLC 456,378 371,133 23% 2021-03-31
Ilmarinen Mutual Pension Insurance Co 452,800 1,781,500 75% 2021-03-31
DAVIDSON D A & CO 448,703 429,589 4% 2021-03-31
1ST SOURCE BANK 443,980 403,879 10% 2021-03-31
STEPHENS INC /AR/ 433,221 216,349 100% 2021-03-31
BANQUE PICTET & CIE SA 423,093 439,828 4% 2021-03-31
Prince Street Capital Management LLC 420,000 0 New Buy 2021-03-31
Bridgewater Associates, Inc.(Raymond Dalio) 418,509 3,824,428 89% 2021-03-31
FRONT BARNETT ASSOCIATES LLC 415,753 276,117 51% 2021-03-31
STIFEL FINANCIAL CORP 2,000 2,000 No Change 2021-03-31
STATE OF WISCONSIN INVESTMENT BOARD 396,000 10,000 3,860% 2021-03-31
CIBC World Markets Inc. 380,024 287,042 32% 2021-03-31
ExodusPoint Capital Management, LP 291,660 35,800 715% 2021-03-31
GW HENSSLER & ASSOCIATES LTD 376,520 0 New Buy 2021-03-31
FIDUCIARY TRUST CO 365,046 368,871 1% 2021-03-31
MONEY CONCEPTS CAPITAL CORP 362,139 0 New Buy 2021-03-31
DIAM Co., Ltd. 356,000 402,000 11% 2021-03-31
ATWOOD & PALMER INC 350,628 351,678 0% 2021-03-31
Banco Santander, S.A. 55,088 118,136 53% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 9,657 0 New Buy 2021-03-31
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 337,000 0 New Buy 2021-03-31
BANK OF THE WEST 332,011 297,287 12% 2021-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 43,500 10,000,000 100% 2021-03-31
MML INVESTORS SERVICES, LLC 327,515 261,227 25% 2021-03-31
SYNOVUS FINANCIAL CORP 324,235 320,983 1% 2021-03-31
Main Management Fund Advisors LLC 323,400 0 New Buy 2021-03-31
Janney Montgomery Scott LLC 322,515 357,681 10% 2021-03-31
Polaris Wealth Advisers, LLC 319,954 351,946 9% 2021-03-31
Gladius Capital Management LP 316,428 301,900 5% 2021-03-31
COMMERCE BANK N A/MO 314,012 314,837 0% 2021-03-31
UNIONBANCAL CORP 313,034 320,074 2% 2021-03-31
PRUDENTIAL CORP PLC 310,250 311,350 0% 2021-03-31
PRUDENTIAL FINANCIAL INC 308,721 785,565 61% 2021-03-31
HT Partners LLC 306,456 340,568 10% 2021-03-31
Mirae Asset Global Investments Co., Ltd. 300,210 368,210 18% 2021-03-31
AGF FUNDS INC 300,000 300,000 No Change 2021-03-31
Cetera Investment Advisers 295,443 184,778 60% 2021-03-31
Goldstein Munger & Associates 291,411 267,446 9% 2021-03-31
CIBC Global Asset Management Inc 289,848 173,513 67% 2021-03-31
Frontier Wealth Management LLC 289,839 0 New Buy 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 288,730 312,449 8% 2021-03-31
LBMC INVESTMENT ADVISORS, LLC 287,288 286,824 0% 2021-03-31
COWEN AND COMPANY, LLC 284,300 0 New Buy 2021-03-31
Glen Point Capital LLP 282,000 0 New Buy 2021-03-31
CPCM, LLC 276,230 279,000 1% 2021-03-31
Checchi Capital Advisers, LLC 275,757 408,063 32% 2021-03-31
CI INVESTMENTS INC. 258,019 41,669 519% 2021-03-31
BEL AIR INVESTMENT ADVISORS LLC 257,767 0 New Buy 2021-03-31
Graham Capital Management, L.P. 256,000 770,000 67% 2021-03-31
ENTERPRISE FINANCIAL SERVICES CORP 14,428 254,774 94% 2021-03-31
Azimuth Capital Management LLC 255,767 244,833 4% 2021-03-31
Aft, Forsyth & Sober, LLC 255,750 55,600 360% 2021-03-31
Portland Global Advisors LLC 254,832 256,156 1% 2021-03-31
Chicago Partners Investment Group LLC 253,982 222,832 14% 2021-03-31
River Wealth Advisors LLC 249,988 205,323 22% 2021-03-31
Pictet North America Advisors SA 248,273 260,728 5% 2021-03-31
Arbor Investment Advisors, LLC 247,835 260,203 5% 2021-03-31
OPPENHEIMER & CO INC 247,762 201,810 23% 2021-03-31
JUNCTURE WEALTH STRATEGIES, LLC 247,559 277,920 11% 2021-03-31
Hexavest Inc. 246,459 319,449 23% 2021-03-31
Kestra Advisory Services, LLC 245,727 262,502 6% 2021-03-31
ING GROEP NV 243,596 462,882 47% 2021-03-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 241,204 514,873 53% 2021-03-31
AE Wealth Management LLC 241,201 66,840 261% 2021-03-31
Paulson Wealth Management Inc. 238,855 231,954 3% 2021-03-31
Crestone Asset Management LLC 0 282,569 Sold Out 2021-03-31
NTV ASSET MANAGEMENT LLC 237,837 230,158 3% 2021-03-31
GLENMEDE TRUST CO NA 231,999 215,655 8% 2021-03-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 231,257 232,413 0% 2021-03-31
Blue Creek Investment Partners, LLC 0 265,970 Sold Out 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 222,647 354,790 37% 2021-03-31
Financial Network 221,170 221,063 0% 2021-03-31
Karp Capital Management Corp 220,859 202,946 9% 2021-03-31
Linscomb & Williams, Inc. 220,050 224,758 2% 2021-03-31
DSAM Partners LLP 220,000 0 New Buy 2021-03-31
BosValen Asset Management Ltd 220,000 85,000 159% 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 219,989 219,307 0% 2021-03-31
Oakmont Partners LLC 213,751 223,346 4% 2021-03-31
AMG National Trust Bank 210,917 103,282 104% 2021-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 209,577 206,577 1% 2021-03-31
EVOKE WEALTH, LLC 207,572 189,018 10% 2021-03-31
Sumitomo Mitsui Trust Holdings, Inc. 207,538 216,938 4% 2021-03-31
Private Advisor Group, LLC 170,112 0 New Buy 2021-03-31
Granite Point Capital Management, L.P. 150,000 100,000 50% 2021-03-31
Muzinich & Co., Inc. 200,000 50,000 300% 2021-03-31
Chescapmanager LLC 200,000 0 New Buy 2021-03-31
Bank Julius Baer & Co. Ltd, Zurich 198,306 44,078 350% 2021-03-31
IFP Advisors, Inc 197,211 30,527 546% 2021-03-31
BANK OF STOCKTON 196,753 161,412 22% 2021-03-31
CULLEN FROST BANKERS INC 194,712 190,114 2% 2021-03-31
SPINNAKER CAPITAL LTD 192,000 0 New Buy 2021-03-31
BBVA USA BANCSHARES INC 190,124 83,007 129% 2021-03-31
LINCOLN NATIONAL CORP 187,663 194,000 3% 2021-03-31
Rockefeller Capital Management L.P. 187,393 126,121 49% 2021-03-31
WESTPORT ASSET MANAGEMENT INC 186,914 186,914 No Change 2021-03-31
Israel Discount Bank of New York 185,304 161,285 15% 2021-03-31
Freestone Capital Holdings, LLC 184,658 180,828 2% 2021-03-31
TEWKSBURY CAPITAL MANAGEMENT LTD 184,200 128,400 43% 2021-03-31
Robertson Stephens Wealth Management, LLC 177,240 130,638 36% 2021-03-31
Vantage Financial Partners Ltd., Inc. 175,513 261,350 33% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 172,472 175,484 2% 2021-03-31
MAI Wealth Advisors 172,223 171,395 0% 2021-03-31
Financial Planning & Information Services, Inc. 22,233 22,645 2% 2021-03-31
Glenview Trust Co 169,630 169,748 0% 2021-03-31
BP WEALTH MANAGEMENT, LLC 5,590 6,307 11% 2021-03-31
Ballentine, Finn & Company, Inc. 168,092 171,559 2% 2021-03-31
Simmons Bank 167,621 163,579 2% 2021-03-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 166,825 164,481 1% 2021-03-31
NEW YORK STATE COMMON RETIREMENT FUND 164,575 183,575 10% 2021-03-31
TORONTO DOMINION BANK 0 103,474 Sold Out 2021-03-31
SNS Financial Group, LLC 160,903 162,517 1% 2021-03-31
COMERICA SECURITIES,INC. 158,719 192,560 18% 2021-03-31
Consolidated Investment Group LLC 157,816 157,816 No Change 2021-03-31
Advisor OS, LLC 156,951 0 New Buy 2021-03-31
Sageworth Trust Co 155,963 155,963 No Change 2021-03-31
55I, LLC 155,327 97,100 60% 2021-03-31
Cartica Management, LLC 154,000 0 New Buy 2021-03-31
Stelac Advisory Services LLC 153,880 156,919 2% 2021-03-31
PALLADIUM PARTNERS LLC 153,407 158,937 3% 2021-03-31
Rathbone Brothers plc 152,323 148,715 2% 2021-03-31
Verdence Capital Advisors LLC 151,058 139,288 8% 2021-03-31
LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHIP 149,838 149,838 No Change 2021-03-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 35,100 103,800 66% 2021-03-31
US FINANCIAL ADVISORS, LLC 145,469 107,018 36% 2021-03-31
Emery Howard Portfolio Management, Inc. 144,487 144,487 No Change 2021-03-31
Atlanta Capital Group 142,416 137,665 3% 2021-03-31
CITY HOLDING CO 141,449 113,508 25% 2021-03-31
IBEX WEALTH ADVISORS 140,557 29,846 371% 2021-03-31
BRIDGES INVESTMENT MANAGEMENT INC 137,840 133,415 3% 2021-03-31
Southern Wealth Management, LLP 137,081 137,081 No Change 2021-03-31
Bremer Bank National Association 136,640 141,309 3% 2021-03-31
Equitable Holdings, Inc. 136,561 193,741 30% 2021-03-31
FineMark National Bank & Trust 135,402 131,440 3% 2021-03-31
Sargent Bickham Lagudis LLC 133,725 0 New Buy 2021-03-31
AlphaCore Capital LLC 133,630 292 45,664% 2021-03-31
AFFINITY WEALTH MANAGEMENT 133,357 130,754 2% 2021-03-31
Gryphon Financial Partners LLC 829 125,567 99% 2021-03-31
Marshall Wace North America, L.P. 130,679 0 New Buy 2021-03-31
COREPATH WEALTH PARTNERS LLC 129,823 121,522 7% 2021-03-31
MEANS INVESTMENT CO., INC. 129,200 8,435 1,432% 2021-03-31
Analyst IMS Investment Management Services Ltd. 128,551 27,067 375% 2021-03-31
Efficient Advisors, LLC 127,364 139,893 9% 2021-03-31
Swan Wealth Advisors, Inc. 126,250 169,750 26% 2021-03-31
Keebeck Alpha, LP 125,640 146,836 14% 2021-03-31
HMS Capital Management, LLC 125,021 0 New Buy 2021-03-31
Hapanowicz & Associates Financial Services, Inc 124,360 123,893 0% 2021-03-31
AMP Capital Investors Ltd 123,810 190,224 35% 2021-03-31
BRIGHTON JONES LLC 122,966 121,206 1% 2021-03-31
McCutchen Group LLC 122,316 122,316 No Change 2021-03-31
H D Vest Advisory Services 120,517 115,440 4% 2021-03-31
Symmetry Investments LP 111,100 0 New Buy 2021-03-31
EP Wealth Advisors, Inc. 120,224 80,359 50% 2021-03-31
Mitsubishi UFJ Asset Management Co., Ltd. 119,957 120,027 0% 2021-03-31
CAMBRIDGE TRUST CO 118,732 123,451 4% 2021-03-31
SpiderRock Advisors LLC 37,200 179,500 79% 2021-03-31
Waldron, LP 115,301 109,565 5% 2021-03-31
BRYN MAWR TRUST CO/PA 114,333 115,000 1% 2021-03-31
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 114,105 9,105 1,153% 2021-03-31
Csenge Advisory Group 112,747 58,672 92% 2021-03-31
Country Club Trust Company, n.a. 112,691 107,733 5% 2021-03-31
ASPIRIANT, LLC 112,684 112,437 0% 2021-03-31
Dynamic Advisors Solutions LLC 112,283 117,064 4% 2021-03-31
Verger Capital Management LLC 111,843 111,843 No Change 2021-03-31
PITTENGER & ANDERSON INC 111,797 91,199 23% 2021-03-31
HPM Partners LLC 110,910 116,256 5% 2021-03-31
Abacus Planning Group, Inc. 110,407 110,339 0% 2021-03-31
Edge Capital Group, LLC 109,558 101,870 8% 2021-03-31
Parallel Advisors, LLC 109,346 87,950 24% 2021-03-31
Belvedere Trading LLC 107,900 0 New Buy 2021-03-31
Steel Peak Wealth Management LLC 106,957 97,574 10% 2021-03-31
Arrow Investment Advisors, LLC 106,893 117,697 9% 2021-03-31
Buckingham Asset Management, LLC 105,752 117,620 10% 2021-03-31
MEITAV DASH INVESTMENTS LTD 105,490 107,600 2% 2021-03-31
BOSTON FAMILY OFFICE LLC 105,334 105,414 0% 2021-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 105,272 101,623 4% 2021-03-31
David R. Rahn & Associates Inc. 105,193 105,332 0% 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 105,099 45,520 131% 2021-03-31
NBT BANK N A /NY 104,513 99,451 5% 2021-03-31
FIERA SCEPTRE INC. 104,477 354,513 71% 2021-03-31
TCTC Holdings, LLC 104,223 102,450 2% 2021-03-31
Bienville Capital Management, LLC 103,512 1,869,322 94% 2021-03-31
Fort Point Capital Partners, LLC 102,452 103,669 1% 2021-03-31
SP Asset Management 102,083 104,510 2% 2021-03-31
SECURITY NATIONAL TRUST CO 102,005 101,195 1% 2021-03-31
Fieldpoint Private Securities, LLC 100,832 101,222 0% 2021-03-31
Berry Street Capital Management LLP 100,000 225,000 56% 2021-03-31
Camarda Financial Advisors, LLC 99,230 98,407 1% 2021-03-31
NorthCoast Asset Management LLC 98,996 98,796 0% 2021-03-31
BSW Wealth Partners 97,830 101,485 4% 2021-03-31
FIRST MERCHANTS CORP 97,073 104,408 7% 2021-03-31
HANCOCK HOLDING CO 96,537 82,710 17% 2021-03-31
SCS Capital Management LLC 96,428 94,695 2% 2021-03-31
All Terrain Financial Advisors, LLC 93,697 148,786 37% 2021-03-31
WOLVERINE ASSET MANAGEMENT LLC 10,800 0 New Buy 2021-03-31
EDMOND DE ROTHSCHILD HOLDING S.A. 475 675 30% 2021-03-31
Prospera Financial Services 90,893 81,445 12% 2021-03-31
SUNRISE PARTNERS LLC /CT 56,619 65,000 13% 2021-03-31
Asset Management Group, Inc. 88,705 88,705 No Change 2021-03-31
Baron Financial Group, LLC 88,666 90,895 2% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 87,455 63,692 37% 2021-03-31
Private Portfolio Partners LLC 87,298 0 New Buy 2021-03-31
FIRST INTERSTATE BANCSYSTEM INC 86,233 0 New Buy 2021-03-31
Miracle Mile Advisors, LLC 85,516 85,485 0% 2021-03-31
Oak Hill Investment Management, L.P. 85,164 254,150 66% 2021-03-31
Newfoundland Capital Management 85,000 0 New Buy 2021-03-31
Fusion Capital, LLC 84,410 64,242 31% 2021-03-31
ERn Financial, LLC 83,626 82,330 2% 2021-03-31
GRIMES & COMPANY, INC. 83,511 86,530 3% 2021-03-31
Meridian Wealth Management, LLC 83,462 83,002 1% 2021-03-31
Multi-Financial Securities Corp 83,232 32,112 159% 2021-03-31
LEE DANNER & BASS INC 82,681 67,456 23% 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 82,442 7,323 1,026% 2021-03-31
WETHERBY ASSET MANAGEMENT INC 82,352 89,327 8% 2021-03-31
MMA ASSET MANAGEMENT LLC 81,745 10,663 667% 2021-03-31
EARNEST PARTNERS LLC 81,404 87,179 7% 2021-03-31
Arete Wealth Advisors, LLC 81,261 81,735 1% 2021-03-31
MASSMUTUAL TRUST CO FSB/ADV 80,181 71,124 13% 2021-03-31
SlateStone Wealth, LLC 79,884 78,624 2% 2021-03-31
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 79,813 78,152 2% 2021-03-31
Round Rock Advisors, LLC 77,905 0 New Buy 2021-03-31
Full Sail Capital, LLC 77,833 78,732 1% 2021-03-31
Foundations Investment Advisors, LLC 76,515 0 New Buy 2021-03-31
WEISS CAPITAL LLC 76,500 90,000 15% 2021-03-31
Blue Fin Capital, Inc. 75,941 77,370 2% 2021-03-31
Crew Capital Management, Ltd. 75,675 0 New Buy 2021-03-31
SIGNATUREFD, LLC 14,000 20,000 30% 2021-03-31
Susquehanna International Group Ltd. 74,252 58,706 26% 2021-03-31
Coconut Grove Bank 72,907 72,553 0% 2021-03-31
Baystate Wealth Management LLC 72,578 65,929 10% 2021-03-31
Compagnie Lombard, Odier SCA 72,560 60,860 19% 2021-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 72,453 72,453 No Change 2021-03-31
Rehmann Capital Advisory Group 71,710 73,521 2% 2021-03-31
Clarity Wealth Advisors, LLC 69,489 61,057 14% 2021-03-31
Independent Family Office, LLC 69,002 69,002 No Change 2021-03-31
EFG Asset Management (Americas) Corp. 68,576 70,681 3% 2021-03-31
WATERS PARKERSON & CO INC 68,157 68,007 0% 2021-03-31
COLONY GROUP LLC 67,726 76,291 11% 2021-03-31
MARSHALL & SULLIVAN INC /WA/ 67,254 3,356 1,904% 2021-03-31
Arcus Capital Partners, LLC 66,673 76,090 12% 2021-03-31
Evercore Wealth Management, LLC 66,539 68,033 2% 2021-03-31
SCOTIA CAPITAL INC. 66,362 66,712 1% 2021-03-31
Independence Bank of Kentucky 66,347 30,164 120% 2021-03-31
Abbrea Capital, LLC 66,344 55,117 20% 2021-03-31
Column Capital Advisors, LLC 65,995 64,038 3% 2021-03-31
AMERICAN INTERNATIONAL GROUP INC 65,277 62,717 4% 2021-03-31
Parisi Gray Wealth Management 65,090 64,360 1% 2021-03-31
IronBridge Private Wealth, LLC 65,000 0 New Buy 2021-03-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 64,596 6,737 859% 2021-03-31
HBK Sorce Advisory LLC 64,378 64,451 0% 2021-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 64,352 72,904 12% 2021-03-31
Alexandria Capital, LLC 63,189 63,086 0% 2021-03-31
Modera Wealth Management, LLC 62,368 61,187 2% 2021-03-31
National Asset Management, Inc. 62,218 39,028 59% 2021-03-31
Migdal Insurance & Financial Holdings Ltd. 62,109 53,059 17% 2021-03-31
Providence First Trust Co 61,014 59,264 3% 2021-03-31
NORTHEAST INVESTMENT MANAGEMENT 60,864 60,864 No Change 2021-03-31
Perigon Wealth Management, LLC 60,725 58,510 4% 2021-03-31
Birch Hill Investment Advisors LLC 60,213 61,001 1% 2021-03-31
Homrich & Berg 59,763 0 New Buy 2021-03-31
PEDDOCK CAPITAL ADVISORS, LLC 58,270 29,400 98% 2021-03-31
Parsec Financial Management, Inc. 58,050 0 New Buy 2021-03-31
Advisory Services Network, LLC 57,761 20,736 179% 2021-03-31
Samalin Investment Counsel, LLC 57,642 52,156 11% 2021-03-31
Endurance Wealth Management, Inc. 57,503 55,997 3% 2021-03-31
Hexagon Capital Partners LLC 57,202 56,912 1% 2021-03-31
ClariVest Asset Management LLC 57,200 37,400 53% 2021-03-31
Qube Research & Technologies Ltd 56,000 0 New Buy 2021-03-31
HWG Holdings LP 55,754 0 New Buy 2021-03-31
Penobscot Investment Management Company, Inc. 55,646 29,406 89% 2021-03-31
FINANCIAL COUNSELORS INC 55,638 57,958 4% 2021-03-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 55,636 56,237 1% 2021-03-31
WESBANCO BANK INC 55,254 0 New Buy 2021-03-31
Aperture Investors, LLC 55,152 0 New Buy 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 54,577 43,203 26% 2021-03-31
Capital Investment Advisors, LLC 54,478 54,868 1% 2021-03-31
Argent Trust Co 54,416 52,654 3% 2021-03-31
TELEMUS CAPITAL, LLC 54,370 47,780 14% 2021-03-31
Financial Advisors Network, Inc. 54,252 54,210 0% 2021-03-31
New England Private Wealth Advisors LLC 54,235 54,083 0% 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 54,131 57,880 6% 2021-03-31
FIRST NATIONAL TRUST CO 53,513 54,697 2% 2021-03-31
ING INVESTMENT MANAGEMENT LLC 53,138 48,344 10% 2021-03-31
OXFORD FINANCIAL GROUP LTD 52,618 52,908 1% 2021-03-31
GHP Investment Advisors, Inc. 52,375 46,245 13% 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 52,219 48,158 8% 2021-03-31
RAYMOND JAMES TRUST CO 52,176 52,530 1% 2021-03-31
Veritable, L.P. 52,148 51,447 1% 2021-03-31
OPPENHEIMER ASSET MANAGEMENT INC 51,934 35,947 44% 2021-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51,823 47,401 9% 2021-03-31
Belpointe Asset Management LLC 51,815 48,670 6% 2021-03-31
Emerson Wealth Management, LLC 50,885 50,775 0% 2021-03-31
SMITH, MOORE & CO. 50,394 47,311 7% 2021-03-31
SAX WEALTH ADVISORS, LLC 50,352 0 New Buy 2021-03-31
Integrated Wealth Concepts LLC 50,283 55,360 9% 2021-03-31
LFA - Lugano Financial Advisors SA 50,017 66,911 25% 2021-03-31
Point72 Asset Management, L.P. 50,000 126,800 61% 2021-03-31
K2 PRINCIPAL FUND, L.P. 50,000 100,000 50% 2021-03-31
Capula Management Ltd 50,000 1,355,591 96% 2021-03-31
Premier Asset Managment LLC 49,500 49,500 No Change 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 49,495 137 36,028% 2021-03-31
Paracle Advisors, LLC 49,348 50,482 2% 2021-03-31
Psagot Investment House Ltd. 49,069 65,644 25% 2021-03-31
LEGAL & GENERAL GROUP PLC 48,700 44,000 11% 2021-03-31
Sowell Financial Services LLC 48,616 47,871 2% 2021-03-31
NWAM LLC 48,075 44,918 7% 2021-03-31
ALLIANCEBERNSTEIN L.P. 47,634 48,824 2% 2021-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 47,513 50,502 6% 2021-03-31
IHT Wealth Management, LLC 47,405 20,642 130% 2021-03-31
Oldfather Financial Services, LLC 47,319 0 New Buy 2021-03-31
LAKE STREET ADVISORS GROUP, LLC 47,124 47,124 No Change 2021-03-31
Milestone Group, Inc. 46,355 48,921 5% 2021-03-31
Aveo Capital Partners, LLC 46,163 0 New Buy 2021-03-31
IFG Advisory, LLC 45,320 45,004 1% 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 45,066 45,166 0% 2021-03-31
HM PAYSON & CO 45,061 51,261 12% 2021-03-31
Annandale Capital, LLC 45,012 45,012 No Change 2021-03-31
Covington Capital Management 44,839 30,564 47% 2021-03-31
DT Investment Partners, LLC 44,644 44,234 1% 2021-03-31
Dorsey Wright & Associates 43,913 45,942 4% 2021-03-31
Cranbrook Wealth Management, LLC 43,897 49,847 12% 2021-03-31
Aureus Asset Management, LLC 43,495 43,495 No Change 2021-03-31
Rothschild & Co Wealth Management UK Ltd 43,213 14,296 202% 2021-03-31
St. Johns Investment Management Company, LLC 42,827 37,222 15% 2021-03-31
Castellan Group, LLC 42,800 42,900 0% 2021-03-31
Mandatum Life Insurance Co Ltd 42,717 42,717 No Change 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42,692 43,292 1% 2021-03-31
Beacon Pointe Advisors, LLC 42,667 28,482 50% 2021-03-31
Legacy Bridge, LLC 42,525 41,785 2% 2021-03-31
STALEY CAPITAL ADVISERS INC 42,250 42,250 No Change 2021-03-31
XML Financial, LLC 42,224 42,644 1% 2021-03-31
Institute for Wealth Management, LLC. 0 42,177 Sold Out 2021-03-31
Ramsay, Stattman, Vela & Price, Inc. 41,213 42,788 4% 2021-03-31
GOLDENTREE ASSET MANAGEMENT LP 41,186 152,000 73% 2021-03-31
Coastline Trust CO 41,140 41,502 1% 2021-03-31
Colony Family Offices, LLC 41,114 39,729 3% 2021-03-31
Heritage Trust Co 40,898 40,898 No Change 2021-03-31
MIDDLETON & CO INC/MA 40,535 35,035 16% 2021-03-31
Marquette Asset Management Inc. 40,413 40,413 No Change 2021-03-31
WEXFORD CAPITAL LLC 39,812 266,393 85% 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 11,464 12,214 6% 2021-03-31
Barrett Asset Management, LLC 39,375 31,685 24% 2021-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 39,012 38,827 0% 2021-03-31
Strategic Wealth Advisors Group,Inc. 38,769 82,421 53% 2021-03-31
SONATA CAPITAL GROUP INC 38,718 21,883 77% 2021-03-31
QUANTLAB CAPITAL MANAGEMENT LTD 38,504 11,300 241% 2021-03-31
IPG Investment Advisors LLC 38,480 37,626 2% 2021-03-31
Camelot Portfolios, LLC 38,439 7,967 382% 2021-03-31
Mutual Advisors, LLC 38,400 18,866 104% 2021-03-31
Atlas Brown,Inc. 38,388 39,162 2% 2021-03-31
BRADLEY FOSTER & SARGENT INC/CT 38,221 26,441 45% 2021-03-31
Latitude Advisors, LLC 37,982 37,671 1% 2021-03-31
Manchester Capital Management LLC 37,805 37,805 No Change 2021-03-31
Hartland & Co., LLC 37,684 28,516 32% 2021-03-31
Pathway Financial Advisors LLC 37,620 0 New Buy 2021-03-31
ATRIA INVESTMENTS LLC 37,347 26,076 43% 2021-03-31
Colorado Capital Management, Inc. 37,273 37,507 1% 2021-03-31
Arkadios Wealth Advisors 37,109 36,507 2% 2021-03-31
Beirne Wealth Consulting Services, LLC 36,862 19,320 91% 2021-03-31
Orin Green Financial, LLC 36,750 42,903 14% 2021-03-31
ARGA Investment Management, LP 36,567 36,567 No Change 2021-03-31
Titus Wealth Management 36,512 36,137 1% 2021-03-31
Intellectus Partners, LLC 36,396 2,100 1,633% 2021-03-31
ASSOCIATED BANC-CORP 0 52,242 Sold Out 2021-03-31
Litman Gregory Asset Management LLC 36,165 36,473 1% 2021-03-31
Nicholas Hoffman & Company, LLC. 36,104 7,100 409% 2021-03-31
ARGI Investment Services, LLC 35,690 0 New Buy 2021-03-31
BLB&B Advisors, LLC 35,593 33,793 5% 2021-03-31
SIMPLEX TRADING, LLC 35,344 90,216 61% 2021-03-31
Sunbelt Securities, Inc. 35,173 31,110 13% 2021-03-31
CHARTER TRUST CO 35,105 35,180 0% 2021-03-31
Marble Harbor Investment Counsel, LLC 35,000 35,450 1% 2021-03-31
FMA ADVISORY INC 16,379 0 New Buy 2021-03-31
Financial Advocates Investment Management 34,627 38,955 11% 2021-03-31
Truepoint, Inc. 34,524 35,146 2% 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 34,507 27,527 25% 2021-03-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 34,478 34,416 0% 2021-03-31
Procyon Private Wealth Partners, LLC 34,245 36,510 6% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 34,097 25,439 34% 2021-03-31
Sigma Planning Corp 33,886 26,949 26% 2021-03-31
Golden State Equity Partners 33,885 30,059 13% 2021-03-31
Lido Advisors, LLC 33,781 29,651 14% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 3,790 40,261 91% 2021-03-31
HoyleCohen, LLC 33,588 32,015 5% 2021-03-31
Burns Wealth Management, Inc. 33,391 33,414 0% 2021-03-31
BT Wealth Management LLC 33,365 32,868 2% 2021-03-31
Diversified Portfolios, Inc. 33,302 34,022 2% 2021-03-31
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 33,275 33,896 2% 2021-03-31
Warren Averett Asset Management, LLC 33,250 33,327 0% 2021-03-31
EVERETT HARRIS & CO /CA/ 32,976 38,916 15% 2021-03-31
M Holdings Securities, Inc. 32,751 0 New Buy 2021-03-31
BANK OF HAWAII 32,600 32,600 No Change 2021-03-31
Farmers & Merchants Trust Co of Long Beach 32,473 32,452 0% 2021-03-31
Intersect Capital LLC 32,290 31,759 2% 2021-03-31
Shoker Investment Counsel, Inc. 32,243 32,467 1% 2021-03-31
J.W. COLE ADVISORS, INC. 32,180 33,287 3% 2021-03-31
COURIER CAPITAL CORP 31,849 30,589 4% 2021-03-31
BDO Wealth Advisors, LLC 31,813 31,089 2% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 31,727 21,797 46% 2021-03-31
Valmark Advisers, Inc. 31,598 31,769 1% 2021-03-31
TCF National Bank 30,986 26,948 15% 2021-03-31
Octavia Wealth Advisors, LLC 30,907 23,692 30% 2021-03-31
Heartwood Wealth Advisors LLC 30,890 15,152 104% 2021-03-31
Relyea Zuckerberg Hanson LLC 30,736 29,726 3% 2021-03-31
Carnegie Capital Asset Management, LLC 30,180 27,092 11% 2021-03-31
Bartlett & Co. LLC 30,173 30,473 1% 2021-03-31
WASHINGTON TRUST CO 30,143 29,843 1% 2021-03-31
RMB Capital Management, LLC 29,999 29,999 No Change 2021-03-31
HCR Wealth Advisors 29,847 28,078 6% 2021-03-31
NEXT Financial Group, Inc 29,606 26,796 10% 2021-03-31
LAIRD NORTON TYEE TRUST CO 29,563 42,563 31% 2021-03-31
Magnus Financial Group LLC 29,255 52,911 45% 2021-03-31
McKinley Carter Wealth Services, Inc. 29,089 0 New Buy 2021-03-31
K.J. Harrison & Partners Inc 29,000 14,000 107% 2021-03-31
Strategic Wealth Partners Group LLC 28,936 19,426 49% 2021-03-31
MA Private Wealth 28,879 38,507 25% 2021-03-31
JMG Financial Group, Ltd. 28,872 28,855 0% 2021-03-31
Trellis Advisors, LLC 28,776 28,776 No Change 2021-03-31
Westshore Wealth, LLC 28,749 0 New Buy 2021-03-31
Bridgewater Advisors Inc. 28,516 0 New Buy 2021-03-31
Phoenix Holdings Ltd. 28,320 0 New Buy 2021-03-31
ROOF EIDAM & MAYCOCK/ADV 28,241 28,241 No Change 2021-03-31
SAND HILL ADVISORS INC/CA 28,034 0 New Buy 2021-03-31
Walleye Trading LLC 27,960 88,148 68% 2021-03-31
Tortoise Investment Management, LLC 27,855 27,855 No Change 2021-03-31
SALEM INVESTMENT COUNSELORS INC 27,568 39,822 31% 2021-03-31
WADDELL & ASSOCIATES, LLC 27,315 27,415 0% 2021-03-31
Kingsview Wealth Management, LLC 27,176 16,524 64% 2021-03-31
PineBridge Investments Ltd 27,084 34,404 21% 2021-03-31
Family Firm, Inc. 26,982 26,982 No Change 2021-03-31
JFS WEALTH ADVISORS, LLC 26,838 27,584 3% 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 26,667 27,185 2% 2021-03-31
Cedar Brook Financial Partners, LLC 26,624 24,068 11% 2021-03-31
Palumbo Wealth Management LLC 26,556 0 New Buy 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 26,516 25,252 5% 2021-03-31
Select Asset Management & Trust 26,000 36,000 28% 2021-03-31
TOMPKINS FINANCIAL CORP 25,820 187,730 86% 2021-03-31
RSM US WEALTH MANAGEMENT LLC 25,712 11,712 120% 2021-03-31
Solstein Capital, LLC 0 5,200 Sold Out 2021-03-31
CLS INVESTMENT FIRM, LLC 6,760 7,430 9% 2021-03-31
Wambolt & Associates, LLC 25,091 15,517 62% 2021-03-31
Private Wealth Advisors, LLC 25,042 19,097 31% 2021-03-31
Intrua Financial, LLC 24,855 0 New Buy 2021-03-31
NAVELLIER & ASSOCIATES INC 24,851 31,355 21% 2021-03-31
Evanson Asset Management, LLC 24,823 24,823 No Change 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 24,769 25,406 3% 2021-03-31
FIRST NATIONAL BANK OF OMAHA 24,721 24,745 0% 2021-03-31
Regis Management CO LLC 24,604 24,604 No Change 2021-03-31
DAVENPORT & CO LLC 24,592 23,431 5% 2021-03-31
Western Wealth Management, LLC 24,557 16,621 48% 2021-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 24,535 25,335 3% 2021-03-31
HARBOR ADVISORY CORP /MA/ 24,419 24,769 1% 2021-03-31
CAZ INVESTMENTS LP 24,361 24,361 No Change 2021-03-31
BHK Investment Advisors, LLC 24,212 24,212 No Change 2021-03-31
Angeles Investment Advisors, LLC 24,184 24,184 No Change 2021-03-31
HOLLENCREST SECURITIES LLC 24,080 24,829 3% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 24,009 23,846 1% 2021-03-31
Chesapeake Wealth Management 23,989 24,617 3% 2021-03-31
DOWLING & YAHNKE INC 23,968 29,442 19% 2021-03-31
MEMBERS Trust Co 23,929 25,104 5% 2021-03-31
Ancora Advisors, LLC 23,924 24,411 2% 2021-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23,847 23,847 No Change 2021-03-31
Frisch Financial Group, Inc. 23,772 24,100 1% 2021-03-31
RETIREMENT INCOME SOLUTIONS, INC 23,518 21,688 8% 2021-03-31
Dana Investment Advisors, Inc. 23,421 20,385 15% 2021-03-31
Almanack Investment Partners, LLC. 23,389 27,860 16% 2021-03-31
Spotlight Asset Group, Inc. 23,285 25,222 8% 2021-03-31
HERSHEY TRUST CO 23,150 23,150 No Change 2021-03-31
Occidental Asset Management, LLC 23,120 22,870 1% 2021-03-31
Moreno Evelyn V 23,070 23,070 No Change 2021-03-31
InterOcean Capital Group, LLC 23,007 22,682 1% 2021-03-31
Ausdal Financial Partners, Inc. 22,924 23,837 4% 2021-03-31
MPS Loria Financial Planners, LLC 22,666 26,224 14% 2021-03-31
WADE G W & INC 22,655 7,990 184% 2021-03-31
Crescent Grove Advisors, LLC 22,602 22,602 No Change 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 22,522 21,701 4% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 22,143 26,710 17% 2021-03-31
DELTEC ASSET MANAGEMENT LLC 22,100 21,600 2% 2021-03-31
Moneda S.A. Administradora General de Fondos 0 546,300,000 Sold Out 2021-03-31
Patriot Investment Management Inc. 22,072 20,062 10% 2021-03-31
Conservest Capital Advisors, Inc. 21,948 22,089 1% 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 21,726 22,097 2% 2021-03-31
Nuveen Asset Management, LLC 0 160,750 Sold Out 2021-03-31
Bordeaux Wealth Advisors LLC 21,589 21,589 No Change 2021-03-31
UNITED BANK /VA/ 21,249 21,938 3% 2021-03-31
CAROLINAS WEALTH CONSULTING LLC 20,868 19,817 5% 2021-03-31
Boothe Investment Group, Inc. 20,836 20,689 1% 2021-03-31
Brand Asset Management Group, Inc. 20,805 20,805 No Change 2021-03-31
SeaCrest Wealth Management, LLC 20,798 37,418 44% 2021-03-31
Eldridge Investment Advisors, Inc. 20,727 18,443 12% 2021-03-31
Ayalon Holdings Ltd. 20,697 21,353 3% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 20,622 20,317 2% 2021-03-31
D L CARLSON INVESTMENT GROUP INC 20,573 0 New Buy 2021-03-31
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 20,313 0 New Buy 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 20,233 16,535 22% 2021-03-31
CWM, LLC 20,149 20,383 1% 2021-03-31
Hudock Moyer Wealth Resources, LLC 20,124 19,808 2% 2021-03-31
RBF Capital, LLC 20,000 20,000 No Change 2021-03-31
Peak Asset Management, LLC 19,938 19,842 0% 2021-03-31
Capital Wealth Alliance, LLC 19,923 12,396 61% 2021-03-31
Wealthcare Advisory Partners LLC 19,666 19,784 1% 2021-03-31
TWO SIGMA SECURITIES, LLC 0 97,400 Sold Out 2021-03-31
OBERMEYER ASSET MANAGEMENT CO 19,331 18,526 4% 2021-03-31
WHALEROCK POINT PARTNERS, LLC 19,222 19,222 No Change 2021-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 19,054 6,629 187% 2021-03-31
1607 Capital Partners, LLC 19,000 184,300 90% 2021-03-31
Hilltop Holdings Inc. 18,707 15,221 23% 2021-03-31
SVB Wealth Advisory, Inc. 18,669 18,669 No Change 2021-03-31
Goss Wealth Management LLC 18,620 31,940 42% 2021-03-31
Global Trust Asset Management, LLC 18,560 11,676 59% 2021-03-31
Aries Wealth Management 18,419 17,601 5% 2021-03-31
Y-Intercept (Hong Kong) Ltd 18,247 0 New Buy 2021-03-31
AMERITAS INVESTMENT CORP 18,171 8,338 118% 2021-03-31
TIEMANN INVESTMENT ADVISORS, LLC 18,046 80,286 78% 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 17,977 18,516 3% 2021-03-31
WELLINGTON MANAGEMENT CO LLP 17,962 0 New Buy 2021-03-31
Acropolis Investment Management, LLC 17,947 17,193 4% 2021-03-31
PERRITT CAPITAL MANAGEMENT INC 17,927 17,927 No Change 2021-03-31
Global Retirement Partners, LLC 17,778 17,688 1% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17,750 17,385 2% 2021-03-31
Harwood Advisory Group, LLC 17,707 0 New Buy 2021-03-31
Voya Financial Advisors, Inc. 17,679 15,238 16% 2021-03-31
Cliffwater LLC 17,606 21,181 17% 2021-03-31
Resolute Advisors LLC 17,513 17,512 0% 2021-03-31
Sequoia Financial Advisors, LLC 17,490 11,566 51% 2021-03-31
LS Investment Advisors, LLC 17,432 16,297 7% 2021-03-31
TAP Consulting, LLC 17,306 16,502 5% 2021-03-31
E&G Advisors, LP 17,300 16,900 2% 2021-03-31
RB Capital Management, LLC 17,277 27,186 36% 2021-03-31
BURNEY CO/ 17,138 17,268 1% 2021-03-31
FinTrust Capital Advisors, LLC 16,987 0 New Buy 2021-03-31
Watch Point Trust Co 16,825 16,825 No Change 2021-03-31
Clarity Financial LLC 16,813 0 New Buy 2021-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,765 16,765 No Change 2021-03-31
Merit Financial Group, LLC 16,759 14,004 20% 2021-03-31
MATHER GROUP, INC. 16,563 18,823 12% 2021-03-31
BigSur Wealth Management LLC 16,550 14,300 16% 2021-03-31
Goodman & Company, Investment Counsel Ltd. 16,547 22,274 26% 2021-03-31
OPTIMUM INVESTMENT ADVISORS 16,385 19,221 15% 2021-03-31
Autus Asset Management, LLC 16,380 16,430 0% 2021-03-31
GOULD ASSET MANAGEMENT LLC /CA/ 16,335 16,335 No Change 2021-03-31
Summit Financial Strategies, Inc. 16,291 16,291 No Change 2021-03-31
Dorsey & Whitney Trust CO LLC 16,246 16,232 0% 2021-03-31
Klingman & Associates, LLC 16,011 14,426 11% 2021-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,859 14,822 7% 2021-03-31
Moors & Cabot, Inc. 15,716 10,160 55% 2021-03-31
SFMG, LLC 15,666 16,327 4% 2021-03-31
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 15,650 15,850 1% 2021-03-31
BANK HAPOALIM BM 15,477 11,581 34% 2021-03-31
Traverso Chambers Private Wealth Management, LLC 15,477 15,477 No Change 2021-03-31
O'Dell Group, LLC 15,444 15,886 3% 2021-03-31
Prime Capital Investment Advisors, LLC 15,368 13,968 10% 2021-03-31
Hanson McClain, Inc. 15,333 15,403 0% 2021-03-31
Cordant, Inc. 15,308 15,308 No Change 2021-03-31
Mount Yale Investment Advisors, LLC 15,230 15,273 0% 2021-03-31
Meristem, LLP 15,178 15,524 2% 2021-03-31
BKD Wealth Advisors, LLC 15,089 14,904 1% 2021-03-31
MANAGED ASSET PORTFOLIOS, LLC 14,980 15,980 6% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 14,978 10,829 38% 2021-03-31
BROWN BROTHERS HARRIMAN & CO 14,923 9,938 50% 2021-03-31
Cedar Wealth Management, LLC 14,706 12,815 15% 2021-03-31
CALTON & ASSOCIATES, INC. 14,687 14,861 1% 2021-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 14,542 14,542 No Change 2021-03-31
MONARCH CAPITAL MANAGEMENT INC/ 14,394 14,394 No Change 2021-03-31
PINNACLE ASSOCIATES LTD 14,339 14,437 1% 2021-03-31
Charter Oak Capital Management, LLC 14,321 14,482 1% 2021-03-31
Roble, Belko & Company, Inc 14,319 14,319 No Change 2021-03-31
Guidance Point Advisors, LLC 14,288 14,722 3% 2021-03-31
St. Louis Trust Co 14,271 14,271 No Change 2021-03-31
HYA Advisors, Inc 14,208 14,208 No Change 2021-03-31
Van Hulzen Asset Management, LLC 14,140 9,410 50% 2021-03-31
Legacy Financial Advisors, Inc. 14,127 14,127 No Change 2021-03-31
Berkshire Bank 14,094 14,666 4% 2021-03-31
Fi3 FINANCIAL ADVISORS, LLC 14,078 0 New Buy 2021-03-31
Integer Wealth Advisors Group LLC 14,073 0 New Buy 2021-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 13,983 15,300 9% 2021-03-31
Disciplined Investments, LLC 13,863 14,380 4% 2021-03-31
Financial Architects, Inc 13,833 12,477 11% 2021-03-31
American Investment Services, Inc. 13,751 15,321 10% 2021-03-31
Narwhal Capital Management 13,750 13,750 No Change 2021-03-31
Savant Capital Management Inc 13,740 14,148 3% 2021-03-31
Stonebridge Capital Advisors LLC 13,670 13,670 No Change 2021-03-31
Good Life Advisors, LLC 13,630 11,940 14% 2021-03-31
Integrated Advisors Network LLC 13,565 0 New Buy 2021-03-31
Perennial Advisors, LLC 13,552 13,644 1% 2021-03-31
Adams Asset Advisors, LLC 13,373 13,373 No Change 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 13,319 5,444 145% 2021-03-31
SPRENG CAPITAL MANAGEMENT, INC. 13,195 0 New Buy 2021-03-31
QUADRANT CAPITAL GROUP LLC 13,183 13,195 0% 2021-03-31
First Washington CORP 13,085 13,085 No Change 2021-03-31
greenwich Wealth Management LLC 12,990 0 New Buy 2021-03-31
Lakeview Capital Partners, LLC 12,942 3,487 271% 2021-03-31
TOBIAS FINANCIAL ADVISORS, INC. 12,840 12,911 1% 2021-03-31
Keeley-Teton Advisors, LLC 12,754 10,724 19% 2021-03-31
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 12,545 12,170 3% 2021-03-31
SIGMA INVESTMENT COUNSELORS INC 12,324 12,264 0% 2021-03-31
Spectrum Asset Management, Inc. (NB/CA) 12,267 12,012 2% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,424 10,424 No Change 2021-03-31
HAVERFORD TRUST CO 12,201 12,187 0% 2021-03-31
Foster Group, Inc. 12,135 10,135 20% 2021-03-31
PROEQUITIES, INC. 12,027 12,763 6% 2021-03-31
Essex Financial Services, Inc. 11,980 13,320 10% 2021-03-31
Canal Capital Management, LLC 11,957 11,957 No Change 2021-03-31
Columbia Trust Co 01012016 11,895 12,493 5% 2021-03-31
Archford Capital Strategies, LLC 11,869 13,259 10% 2021-03-31
Personal Capital Advisors Corp 11,825 10,232 16% 2021-03-31
Harbour Capital Advisors, LLC 11,800 11,800 No Change 2021-03-31
BancorpSouth Bank 11,714 13,714 15% 2021-03-31
DUNCKER STREETT & CO INC 11,695 12,119 3% 2021-03-31
Sandy Spring Bank 11,680 11,680 No Change 2021-03-31
ROBERTS GLORE & CO INC /IL/ 11,662 0 New Buy 2021-03-31
DORCHESTER WEALTH MANAGEMENT Co 11,380 10,675 7% 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 11,350 11,850 4% 2021-03-31
Journey Advisory Group, LLC 11,323 9,440 20% 2021-03-31
Garde Capital, Inc. 11,195 11,280 1% 2021-03-31
Private Wealth Group, LLC 11,143 0 New Buy 2021-03-31
PRIVATE CAPITAL MANAGEMENT LLC 11,051 11,032 0% 2021-03-31
Budros, Ruhlin & Roe, Inc. 11,027 8,129 36% 2021-03-31
JSF Financial, LLC 11,018 11,815 7% 2021-03-31
GAMBLE JONES INVESTMENT COUNSEL 10,960 10,960 No Change 2021-03-31
Orion Portfolio Solutions, LLC 10,921 10,059 9% 2021-03-31
Cornerstone Wealth Advisors, Inc. 10,813 0 New Buy 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 10,666 10,666 No Change 2021-03-31
Vivaldi Capital Management, LLC 10,660 8,723 22% 2021-03-31
WSFS CAPITAL MANAGEMENT, LLC 10,649 10,394 2% 2021-03-31
Courage Miller Partners, LLC 10,596 10,821 2% 2021-03-31
ROMAN BUTLER FULLERTON & CO 10,590 0 New Buy 2021-03-31
Choate Investment Advisors 10,520 7,420 42% 2021-03-31
Moloney Securities Asset Management, LLC 10,504 10,263 2% 2021-03-31
Ifrah Financial Services, Inc. 10,406 10,482 1% 2021-03-31
Wellspring Financial Advisors, LLC 10,307 0 New Buy 2021-03-31
Court Place Advisors, LLC 10,302 10,302 No Change 2021-03-31
Oakwell Private Wealth Management, LLC 10,290 9,392 10% 2021-03-31
AMI INVESTMENT MANAGEMENT INC 10,280 10,280 No Change 2021-03-31
Golden State Wealth Management, LLC 10,256 10,222 0% 2021-03-31
Windsor Capital Management, LLC 10,143 10,480 3% 2021-03-31
AUA CAPITAL MANAGEMENT, LLC 10,099 10,099 No Change 2021-03-31
OARSMAN CAPITAL, INC. 10,057 10,132 1% 2021-03-31
KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,011 0 New Buy 2021-03-31
Burleson & Company, LLC 10,006 12,683 21% 2021-03-31
Telemetry Investments, L.L.C. 10,000 10,000 No Change 2021-03-31
THOMAS WHITE INTERNATIONAL LTD 9,966 50,156 80% 2021-03-31
Accretive Wealth Partners, LLC 9,891 0 New Buy 2021-03-31
GLOBEFLEX CAPITAL L P 9,881 9,881 No Change 2021-03-31
Brookstone Capital Management 9,878 61,956 84% 2021-03-31
HOWLAND CAPITAL MANAGEMENT INC 9,876 0 New Buy 2021-03-31
Diversified Trust Co 9,822 10,128 3% 2021-03-31
CAPE COD FIVE CENTS SAVINGS BANK 9,810 9,820 0% 2021-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,759 17,100 43% 2021-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,704 14,977 35% 2021-03-31
Rinet Co LLC 9,666 0 New Buy 2021-03-31
Mechanics Bank Trust Department 9,652 45,352 79% 2021-03-31
KANAWHA CAPITAL MANAGEMENT LLC 9,647 9,647 No Change 2021-03-31
Capital Advisors, Ltd. LLC 9,541 9,542 0% 2021-03-31
Kalos Management, Inc. 9,539 0 New Buy 2021-03-31
BLUEFIN CAPITAL MANAGEMENT, LLC 9,505 439,805 98% 2021-03-31
ARMSTRONG SHAW ASSOCIATES INC/CT 9,500 7,000 36% 2021-03-31
Camden Capital, LLC 9,423 9,216 2% 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 9,422 9,380 0% 2021-03-31
Laurel Wealth Advisors LLC 9,409 9,466 1% 2021-03-31
RESTON WEALTH MANAGEMENT LLC 9,367 8,582 9% 2021-03-31
FIRST AMERICAN TRUST CO 9,364 9,414 1% 2021-03-31
Ambassador Advisors, LLC 9,350 0 New Buy 2021-03-31
Kingfisher Capital LLC 9,340 0 New Buy 2021-03-31
MainStreet Investment Advisors LLC 9,245 9,245 No Change 2021-03-31
Pinnacle Advisory Group, Inc. 9,209 0 New Buy 2021-03-31
Mayflower Financial Advisors, LLC 8,983 0 New Buy 2021-03-31
Circle Wealth Management, LLC 9,174 0 New Buy 2021-03-31
MONTICELLO WEALTH MANAGEMENT, LLC 9,083 4,658 95% 2021-03-31
Alpha Cubed Investments, LLC 9,046 7,246 25% 2021-03-31
DEARBORN PARTNERS LLC 9,045 9,045 No Change 2021-03-31
True Link Financial Advisors, LLC 9,024 9,024 No Change 2021-03-31
PENINSULA ASSET MANAGEMENT INC 8,950 8,950 No Change 2021-03-31
Sensible Financial Planning & Management, LLC. 8,940 8,845 1% 2021-03-31
HYMAN CHARLES D 8,875 8,875 No Change 2021-03-31
KWMG, LLC 8,830 9,451 7% 2021-03-31
REGENTATLANTIC CAPITAL LLC 8,692 7,126 22% 2021-03-31
Professional Financial Advisors, LLC 8,514 6,982 22% 2021-03-31
180 WEALTH ADVISORS, LLC 8,503 8,639 2% 2021-03-31
Pettinga Financial Advisors, LLC 8,493 0 New Buy 2021-03-31
Verity Asset Management, Inc. 8,425 0 New Buy 2021-03-31
MOODY LYNN & CO/ 8,395 8,395 No Change 2021-03-31
Berkeley Capital Partners, LLC 8,390 7,786 8% 2021-03-31
TBH Global Asset Management, LLC 8,362 8,723 4% 2021-03-31
FIRST CITIZENS BANK & TRUST CO 8,358 8,575 3% 2021-03-31
EVERGREEN CAPITAL MANAGEMENT LLC 8,308 0 New Buy 2021-03-31
REDW Stanley Financial Advisors LLC 8,297 6,847 21% 2021-03-31
Optas, LLC 8,256 8,256 No Change 2021-03-31
Wealth Alliance 8,254 0 New Buy 2021-03-31
Baker Avenue Asset Management, LP 8,220 0 New Buy 2021-03-31
Pinnacle Wealth Planning Services, Inc. 8,194 8,685 6% 2021-03-31
NOMURA ASSET MANAGEMENT CO LTD 8,155 8,155 No Change 2021-03-31
Tradition Wealth Management, LLC 8,152 7,965 2% 2021-03-31
PFG Advisors 8,151 6,954 17% 2021-03-31
Head & Associates, LLC 8,112 0 New Buy 2021-03-31
Venture Visionary Partners LLC 8,092 6,772 19% 2021-03-31
GFS Advisors, LLC 8,000 8,000 No Change 2021-03-31
STRATEGY ASSET MANAGERS LLC 7,982 10,866 27% 2021-03-31
PROFFITT & GOODSON INC 7,925 7,925 No Change 2021-03-31
EAGLE GLOBAL ADVISORS LLC 7,915 8,115 2% 2021-03-31
FIRST NATIONAL BANK SIOUX FALLS 7,839 7,839 No Change 2021-03-31
First Heartland Consultants, Inc. 7,822 0 New Buy 2021-03-31
Gibson Capital Management, Ltd. 7,820 7,820 No Change 2021-03-31
MONETARY MANAGEMENT GROUP INC 7,810 7,810 No Change 2021-03-31
Brown Miller Wealth Management, LLC 7,805 7,805 No Change 2021-03-31
ZEVENBERGEN CAPITAL INVESTMENTS LLC 7,800 0 New Buy 2021-03-31
BURKE & HERBERT BANK & TRUST CO 7,760 5,940 31% 2021-03-31
Gladstone Institutional Advisory LLC 7,727 0 New Buy 2021-03-31
McGuire Investment Group, LLC 7,634 8,014 5% 2021-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 7,629 6,629 15% 2021-03-31
INVERNESS COUNSEL INC /NY/ 7,615 6,600 15% 2021-03-31
First City Capital Management, Inc. 7,520 5,620 34% 2021-03-31
NORRIS PERNE & FRENCH LLP/MI 7,469 7,656 2% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 7,460 7,620 2% 2021-03-31
WHITE PINE CAPITAL LLC 7,428 10,838 31% 2021-03-31
Coastal Investment Advisors, Inc. 7,406 0 New Buy 2021-03-31
Altium Wealth Management LLC 7,388 7,138 4% 2021-03-31
Great Point Wealth Advisors, LLC 7,378 8,023 8% 2021-03-31
Squarepoint Ops LLC 7,369 0 New Buy 2021-03-31
Parcion Private Wealth LLC 7,337 10,224 28% 2021-03-31
Hochman Cole Investment Advisors, Inc. 7,319 0 New Buy 2021-03-31
TAURUS ASSET MANAGEMENT, LLC 7,300 7,300 No Change 2021-03-31
ALERUS FINANCIAL NA 7,290 7,292 0% 2021-03-31
Brightworth 7,286 7,286 No Change 2021-03-31
Hillstrust 7,249 6,553 11% 2021-03-31
WEALTHSOURCE PARTNERS, LLC 7,175 7,033 2% 2021-03-31
ProVise Management Group, LLC 7,155 4,727 51% 2021-03-31
Main Street Financial Solutions, LLC 7,092 7,259 2% 2021-03-31
Spears Abacus Advisors LLC 7,074 7,344 4% 2021-03-31
Wealth Dimensions Group, Ltd. 7,016 4,896 43% 2021-03-31
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 6,961 7,079 2% 2021-03-31
Ten Capital Wealth Advisors, LLC 6,915 7,922 13% 2021-03-31
Van Cleef Asset Management,Inc 6,890 6,890 No Change 2021-03-31
Koss-Olinger Consulting, LLC 6,786 0 New Buy 2021-03-31
Colonial Asset Management, Inc. 6,778 6,703 1% 2021-03-31
WMS Partners, LLC 6,767 0 New Buy 2021-03-31
HITE Hedge Asset Management LLC 6,750 6,750 No Change 2021-03-31
Fernwood Investment Management, LLC 6,715 6,771 1% 2021-03-31
Rede Wealth, LLC 6,706 6,727 0% 2021-03-31
Peterson Wealth Advisors, LLC 6,686 6,686 No Change 2021-03-31
First Bancorp, Inc /ME/ 6,640 0 New Buy 2021-03-31
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 6,609 8,749 24% 2021-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 6,603 6,603 No Change 2021-03-31
CFM WEALTH PARTNERS LLC 6,538 6,538 No Change 2021-03-31
BAHL & GAYNOR INC 6,526 6,526 No Change 2021-03-31
FINANCIAL LIFE ADVISORS 6,437 6,646 3% 2021-03-31
Palisade Asset Management, LLC 6,422 6,422 No Change 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 6,371 12,603 49% 2021-03-31
ACT WEALTH MANAGEMENT, LLC 6,353 7,464 15% 2021-03-31
COMPTON CAPITAL MANAGEMENT INC /RI 6,325 7,325 14% 2021-03-31
American Institute for Advanced Investment Management, LLP 6,300 6,300 No Change 2021-03-31
LCNB CORP 6,291 5,891 7% 2021-03-31
Banque Cantonale Vaudoise 6,200 6,200 No Change 2021-03-31
Empirical Financial Services, LLC 6,196 8,156 24% 2021-03-31
Visionary Wealth Advisors 6,119 6,144 0% 2021-03-31
ENCORE BANK NA 6,109 6,234 2% 2021-03-31
DAVIS R M INC 6,056 5,851 4% 2021-03-31
Kaizen Financial Strategies 6,041 6,041 No Change 2021-03-31
Yale Capital CORP 6,040 6,040 No Change 2021-03-31
HUGHES HOWARD MEDICAL INSTITUTE 6,000 435,000 99% 2021-03-31
Context Capital Management, LLC 6,000 6,000 No Change 2021-03-31
Botty Investors LLC 6,000 6,000 No Change 2021-03-31
Financial Engines Advisors L.L.C. 5,962 6,148 3% 2021-03-31
MACKENZIE FINANCIAL CORP 5,956 0 New Buy 2021-03-31
ROPES WEALTH ADVISORS LLC 5,948 3,937 51% 2021-03-31
Alhambra Investment Partners LLC 5,938 5,113 16% 2021-03-31
CAMG Solamere Management, LLC 5,917 5,917 No Change 2021-03-31
CENTAURUS FINANCIAL, INC. 5,906 32,826 82% 2021-03-31
Jacobi Capital Management LLC 5,876 5,701 3% 2021-03-31
Calamos Wealth Management LLC 5,861 5,861 No Change 2021-03-31
BTC Capital Management, Inc. 5,838 5,838 No Change 2021-03-31
JNB Advisors LLC 5,834 5,798 1% 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 5,817 0 New Buy 2021-03-31
CVA Family Office, LLC 5,813 0 New Buy 2021-03-31
Mosaic Family Wealth, LLC 5,810 5,808 0% 2021-03-31
NICHOLS & PRATT ADVISERS LLP /MA 5,720 5,720 No Change 2021-03-31
MARSHALL FINANCIAL GROUP INC /ADV 5,692 5,692 No Change 2021-03-31
Gainplan LLC 5,687 0 New Buy 2021-03-31
Union Bankshares Corp 5,677 5,662 0% 2021-03-31
Avalon Advisory Group 5,670 5,670 No Change 2021-03-31
Paradigm Financial Advisors, LLC 5,645 6,395 12% 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 5,600 10,600 47% 2021-03-31
1492 Capital Management LLC 5,588 0 New Buy 2021-03-31
BAROMETER CAPITAL MANAGEMENT INC. 5,565 5,595 1% 2021-03-31
Joel Isaacson & Co., LLC 5,455 5,455 No Change 2021-03-31
Omnia Family Wealth, LLC 5,411 0 New Buy 2021-03-31
Sepio Capital, LLC 5,405 5,513 2% 2021-03-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 5,373 4,873 10% 2021-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 5,360 0 New Buy 2021-03-31
PEOPLES BANK NATIONAL ASSOCIATION 5,359 0 New Buy 2021-03-31
Cypress Wealth Services, LLC 5,347 0 New Buy 2021-03-31
CIM, LLC 5,346 5,339 0% 2021-03-31
Hunter Associates inc. 5,336 5,136 4% 2021-03-31
Elk River Wealth Management, LLC 5,280 5,780 9% 2021-03-31
CREDIT AGRICOLE S A 5,275 5,275 No Change 2021-03-31
McGowan Group Asset Management, Inc. 5,258 5,380 2% 2021-03-31
PHILADELPHIA TRUST CO 5,257 0 New Buy 2021-03-31
DAVIDSON TRUST CO 5,215 5,215 No Change 2021-03-31
Redhawk Wealth Advisors, Inc. 5,208 4,124 26% 2021-03-31
WHITE BAY PT LLC 5,200 0 New Buy 2021-03-31
Svenska Handelsbanken AB (publ) 5,200 5,200 No Change 2021-03-31
Flagship Private Wealth, LLC 5,200 0 New Buy 2021-03-31
ROOSEVELT INVESTMENT GROUP INC 5,195 0 New Buy 2021-03-31
Itau Unibanco Holding S.A. 5,190 0 New Buy 2021-03-31
Iron Financial, LLC 5,184 6,052 14% 2021-03-31
SAGE RHINO CAPITAL LLC 5,150 5,150 No Change 2021-03-31
MBL Wealth, LLC 5,105 4,814 6% 2021-03-31
DCM Advisors, LLC 5,080 0 New Buy 2021-03-31
CRA Financial Services, LLC 5,078 3,988 27% 2021-03-31
FOSTER & MOTLEY INC 5,070 4,120 23% 2021-03-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 5,043 5,043 No Change 2021-03-31
FIRST UNITED BANK TRUST/ 5,035 5,190 3% 2021-03-31
LifePro Asset Management 5,016 4,818 4% 2021-03-31
DOHJ, LLC 5,014 0 New Buy 2021-03-31
SEARLE & CO. 5,000 5,000 No Change 2021-03-31
Key FInancial Inc 4,979 4,979 No Change 2021-03-31
Fiduciary Group LLC 4,956 0 New Buy 2021-03-31
KCM INVESTMENT ADVISORS LLC 4,955 0 New Buy 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 4,953 5,093 3% 2021-03-31
Berger Financial Group, Inc 4,941 4,941 No Change 2021-03-31
Charles Schwab Trust Co 4,939 4,939 No Change 2021-03-31
CCM PARTNERS 4,912 5,265 7% 2021-03-31
Insight Advisors, LLC/ PA 4,876 0 New Buy 2021-03-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 4,875 4,625 5% 2021-03-31
Canvas Wealth Advisors, LLC 4,854 0 New Buy 2021-03-31
Northeast Financial Consultants Inc 4,834 4,834 No Change 2021-03-31
Blue Edge Capital, LLC 4,766 0 New Buy 2021-03-31
Nikulski Financial, Inc. 4,765 0 New Buy 2021-03-31
Private Ocean, LLC 4,764 4,765 0% 2021-03-31
BBK Capital Partners, LLC 4,758 6,458 26% 2021-03-31
Cubic Asset Management, LLC 4,709 4,829 2% 2021-03-31
Franklin, Parlapiano, Turner & Welch, LLC 4,707 4,707 No Change 2021-03-31
ALESCO ADVISORS LLC 4,703 4,703 No Change 2021-03-31
JONES FINANCIAL COMPANIES LLLP 4,679 0 New Buy 2021-03-31
Roundview Capital LLC 4,669 4,104 14% 2021-03-31
BOENNING & SCATTERGOOD, INC. 4,669 0 New Buy 2021-03-31
Cornerstone Investment Partners, LLC 4,663 4,923 5% 2021-03-31
Private Capital Group, LLC 4,660 6,642 30% 2021-03-31
THORNBURG INVESTMENT MANAGEMENT INC 4,656 25,229 82% 2021-03-31
Sawtooth Asset Management, Inc. 4,565 58,120 92% 2021-03-31
Chevy Chase Trust Holdings, Inc. 4,559 0 New Buy 2021-03-31
Bragg Financial Advisors, Inc 4,551 0 New Buy 2021-03-31
HOLDERNESS INVESTMENTS CO 4,537 4,448 2% 2021-03-31
MOON CAPITAL MANAGEMENT, LP 4,525 0 New Buy 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4,522 4,521 0% 2021-03-31
CWA Asset Management Group, LLC 4,516 0 New Buy 2021-03-31
Brown Advisory Securities, LLC 4,495 5,977 25% 2021-03-31
Fulcrum Equity Management 4,495 7,682 41% 2021-03-31
Smith, Salley & Associates 4,437 0 New Buy 2021-03-31
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,431 0 New Buy 2021-03-31
BLUESTEIN R H & CO 4,425 4,425 No Change 2021-03-31
Granite Investment Advisors, Inc. 4,425 4,425 No Change 2021-03-31
NorthRock Partners, LLC 4,421 3,997 11% 2021-03-31
Capital Advisory Group Advisory Services, LLC 4,415 4,415 No Change 2021-03-31
ANCHOR CAPITAL ADVISORS INC 4,400 4,400 No Change 2021-03-31
Accredited Investors Inc. 4,395 4,340 1% 2021-03-31
Jackson Hole Capital Partners, LLC 4,390 4,390 No Change 2021-03-31
Bridgeworth, LLC 4,385 4,385 No Change 2021-03-31
ARBOR TRUST WEALTH ADVISORS, LLC 4,380 0 New Buy 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 4,373 4,733 8% 2021-03-31
Silicon Valley Capital Partners 4,367 0 New Buy 2021-03-31
Probity Advisors, Inc. 4,337 0 New Buy 2021-03-31
BALASA DINVERNO & FOLTZ LLC 4,333 4,333 No Change 2021-03-31
EWG Elevate Inc. 4,219 26,960 84% 2021-03-31
Abbot Financial Management, Inc. 4,200 4,200 No Change 2021-03-31
MONTAG A & ASSOCIATES INC 4,194 0 New Buy 2021-03-31
Cordasco Financial Network 4,190 4,190 No Change 2021-03-31
LWS Wealth Advisors, Inc. 4,188 3,880 8% 2021-03-31
Parkside Financial Bank & Trust 4,172 3,904 7% 2021-03-31
Sage Financial Management Group, Inc. 4,163 3,192 30% 2021-03-31
Executive Wealth Management, LLC 4,128 0 New Buy 2021-03-31
Baldwin Investment Management, LLC 4,120 3,900 6% 2021-03-31
STERLING INVESTMENT ADVISORS LLC /ADV 4,110 4,210 2% 2021-03-31
ZACKS INVESTMENT MANAGEMENT 4,056 0 New Buy 2021-03-31
Sheaff Brock Investment Advisors, LLC 4,047 0 New Buy 2021-03-31
Leisure Capital Management 4,025 4,025 No Change 2021-03-31
Community Bank, N.A. 4,024 5,173 22% 2021-03-31
Windham Capital Management, LLC 4,000 4,000 No Change 2021-03-31
NKCFO LLC 4,000 4,000 No Change 2021-03-31
FOSTER DYKEMA CABOT & CO INC/MA 3,978 0 New Buy 2021-03-31
Mayfair Advisory Group, LLC 3,977 3,977 No Change 2021-03-31
Koshinski Asset Management, Inc. 3,970 0 New Buy 2021-03-31
GRT CAPITAL PARTNERS LLC 3,937 3,937 No Change 2021-03-31
Single Point Partners, LLC 3,935 0 New Buy 2021-03-31
IFG Advisors, LLC 3,911 3,915 0% 2021-03-31
LYELL WEALTH MANAGEMENT, LP 3,890 0 New Buy 2021-03-31
Fort Sheridan Advisors LLC 3,874 0 New Buy 2021-03-31
MANAGED ACCOUNT SERVICES INC 3,859 3,859 No Change 2021-03-31
Mirador Capital Partners LP 3,818 0 New Buy 2021-03-31
Legacy Wealth Partners, Inc. 3,813 4,219 10% 2021-03-31
ICONIQ Capital, LLC 3,805 0 New Buy 2021-03-31
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 3,797 0 New Buy 2021-03-31
RWM Asset Management, LLC 3,792 3,792 No Change 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 3,786 0 New Buy 2021-03-31
VAN STRUM & TOWNE INC 3,780 0 New Buy 2021-03-31
Granite Springs Asset Management LLC 3,775 0 New Buy 2021-03-31
THOMPSON INVESTMENT MANAGEMENT, INC. 3,770 0 New Buy 2021-03-31
Matrix Trust Co 3,750 5,707 34% 2021-03-31
Sterling Financial Planning, Inc. 3,662 3,662 No Change 2021-03-31
Financeware, Inc. 3,643 0 New Buy 2021-03-31
Lehman & Derafelo Financial Resources LLC 3,592 4,592 22% 2021-03-31
Zurich Insurance Group Ltd/FI 3,590 0 New Buy 2021-03-31
Rockbridge Investment Management, LCC 3,370 2,700 25% 2021-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,239 3,192 1% 2021-03-31
PDS Planning, Inc 3,196 3,196 No Change 2021-03-31
Ellevest, Inc. 3,183 5,582 43% 2021-03-31
BerganKDV Wealth Management, LLC 3,164 3,164 No Change 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 3,118 3,293 5% 2021-03-31
CT Mason 3,000 3,000 No Change 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 2,865 2,865 No Change 2021-03-31
KB FINANCIAL PARTNERS, LLC 2,781 0 New Buy 2021-03-31
NWK Group, Inc. 2,692 2,618 3% 2021-03-31
HARBOUR INVESTMENTS, INC. 2,681 0 New Buy 2021-03-31
Pacer Advisors, Inc. 2,680 0 New Buy 2021-03-31
TCI Wealth Advisors, Inc. 2,649 2,915 9% 2021-03-31
PrairieView Partners, LLC 2,560 2,603 2% 2021-03-31
Capital Analysts, Inc. 440 3,287 87% 2021-03-31
CNB Bank 2,500 2,580 3% 2021-03-31
Ellis Investment Partners, LLC 2,489 2,928 15% 2021-03-31
Midwest Professional Planners, LTD. 2,460 166,422 99% 2021-03-31
Blue Chip Partners, Inc. 2,392 0 New Buy 2021-03-31
Alpha DNA Investment Management LLC 2,322 1,900 22% 2021-03-31
Rosenberg Matthew Hamilton 2,302 0 New Buy 2021-03-31
FIRST MANHATTAN CO 2,248 0 New Buy 2021-03-31
Kistler-Tiffany Companies, LLC 2,241 2,241 No Change 2021-03-31
THOMPSON SIEGEL & WALMSLEY LLC 2,178 2,628 17% 2021-03-31
GPS Wealth Strategies Group, LLC 2,142 0 New Buy 2021-03-31
Axiom Investment Management LLC 2,094 0 New Buy 2021-03-31
JNBA Financial Advisors 2,054 2,072 1% 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 2,045 2,212 8% 2021-03-31
First Command Financial Services, Inc. 2,037 0 New Buy 2021-03-31
Emerald Investment Partners, LLC 1,949 29,671 93% 2021-03-31
HOWE & RUSLING INC 1,899 5,712 67% 2021-03-31
McIlrath & Eck, LLC 1,872 1,872 No Change 2021-03-31
Atlas Private Wealth Advisors 1,861 2,278 18% 2021-03-31
Firestone Capital Management 1,800 1,800 No Change 2021-03-31
HighMark Wealth Management LLC 1,800 1,800 No Change 2021-03-31
Carmichael Hill & Associates, Inc. 1,788 1,788 No Change 2021-03-31
Armor Investment Advisors, LLC 1,750 1,750 No Change 2021-03-31
Front Row Advisors LLC 1,750 1,750 No Change 2021-03-31
Oakworth Capital, Inc. 1,726 860 101% 2021-03-31
Gradient Investments LLC 1,720 2,120 19% 2021-03-31
Center for Financial Planning, Inc. 1,676 1,013 65% 2021-03-31
Efficient Wealth Management LLC 1,645 1,645 No Change 2021-03-31
Banco de Sabadell, S.A 1,600 1,230 30% 2021-03-31
Blume Capital Management, Inc. 1,500 1,500 No Change 2021-03-31
Ariel Capital Advisors, LLC 1,480 1,015 46% 2021-03-31
MOTCO 1,459 1,459 No Change 2021-03-31
Bellwether Advisors, LLC 1,439 1,200 20% 2021-03-31
Financial Advantage, Inc. 1,399 1,399 No Change 2021-03-31
Sterling Investment Advisors, Ltd. 1,320 1,320 No Change 2021-03-31
Archer Investment Corp 1,314 1,314 No Change 2021-03-31
Summit Investment Advisors, Inc. 1,295 1,400 8% 2021-03-31
Syverson Strege & Co 1,286 1,386 7% 2021-03-31
Asset Dedication, LLC 1,258 6,196 80% 2021-03-31
DB Wealth Management Group, LLC 1,207 1,207 No Change 2021-03-31
Dougherty Wealth Advisers LLC 1,201 1,201 No Change 2021-03-31
AlphaMark Advisors, LLC 1,170 0 New Buy 2021-03-31
Better Money Decisions, LLC 1,157 0 New Buy 2021-03-31
Crewe Advisors LLC 1,077 1,077 No Change 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 1,074 1,120 4% 2021-03-31
Lowe fs, LLC 1,002 1,002 No Change 2021-03-31
Barnett & Company, Inc. 1,000 1,000 No Change 2021-03-31
Avondale Wealth Management 1,000 1,000 No Change 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 965 0 New Buy 2021-03-31
PIN OAK INVESTMENT ADVISORS INC 960 960 No Change 2021-03-31
VESTOR CAPITAL CORP 940 940 No Change 2021-03-31
Truvestments Capital LLC 95 930 90% 2021-03-31
GABLES CAPITAL MANAGEMENT INC. 900 900 No Change 2021-03-31
Lindbrook Capital, LLC 900 900 No Change 2021-03-31
Eudaimonia Partners, LLC 864 520 66% 2021-03-31
Capital Investment Advisory Services, LLC 819 1,819 55% 2021-03-31
Hanson Investment Management 802 802 No Change 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 800 800 No Change 2021-03-31
Pacific Center for Financial Services 789 789 No Change 2021-03-31
Bedel Financial Consulting, Inc. 781 606 29% 2021-03-31
McClarren Financial Advisors, Inc. 413 2,266 82% 2021-03-31
Graves-Light Private Wealth Management, Inc. 764 764 No Change 2021-03-31
Evensky & Katz, Inc. 740 810 9% 2021-03-31
Aptus Capital Advisors, LLC 705 766 8% 2021-03-31
Focused Wealth Management, Inc 685 470 46% 2021-03-31
First National Bank of South Miami 651 651 No Change 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 645 555 16% 2021-03-31
Capital Asset Advisory Services LLC 641 659 3% 2021-03-31
Carroll Financial Associates, Inc. 632 1,426 56% 2021-03-31
Founders Financial Alliance, LLC 25 25 No Change 2021-03-31
COUNTRY TRUST BANK 622 422 47% 2021-03-31
Gemmer Asset Management LLC 608 2,123 71% 2021-03-31
Aberdeen Wealth Management LLC 580 580 No Change 2021-03-31
DELTA ASSET MANAGEMENT LLC/TN 500 700 29% 2021-03-31
Coastal Capital Group, Inc. 490 490 No Change 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 480 0 New Buy 2021-03-31
MANCHESTER FINANCIAL INC 476 0 New Buy 2021-03-31
ARROW FINANCIAL CORP 93 489 81% 2021-03-31
BELLEVUE ASSET MANAGEMENT, LLC 393 393 No Change 2021-03-31
LIBERTY WEALTH MANAGEMENT LLC 350 350 No Change 2021-03-31
ADIRONDACK TRUST CO 340 340 No Change 2021-03-31
Horan Securities, Inc. 329 352 7% 2021-03-31
Global Wealth Management Investment Advisory, Inc. 320 320 No Change 2021-03-31
BALDWIN BROTHERS INC/MA 317 317 No Change 2021-03-31
Fusion Family Wealth LLC 271 271 No Change 2021-03-31
NVWM, LLC 254 254 No Change 2021-03-31
Joseph P. Lucia & Associates, LLC 250 250 No Change 2021-03-31
Annapolis Financial Services, LLC 232 232 No Change 2021-03-31
COWA, LLC 225 150 50% 2021-03-31
Patriot Financial Group Insurance Agency, LLC 223 203 10% 2021-03-31
Financial Management Professionals, Inc. 213 213 No Change 2021-03-31
MCF Advisors LLC 208 208 No Change 2021-03-31
American Research & Management Co. 200 200 No Change 2021-03-31
Moisand Fitzgerald Tamayo, LLC 200 200 No Change 2021-03-31
MV Capital Management, Inc. 199 199 No Change 2021-03-31
Carolina Wealth Advisors, LLC 197 197 No Change 2021-03-31
Pacitti Group Inc. 190 0 New Buy 2021-03-31
Retirement Network 181 0 New Buy 2021-03-31
JJJ Advisors Inc. 152 152 No Change 2021-03-31
Core Wealth Advisors, Inc. 130 130 No Change 2021-03-31
BALLAST ADVISORS LLC 119 119 No Change 2021-03-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 115 115 No Change 2021-03-31
CoreFirst Bank & Trust 115 115 No Change 2021-03-31
Investors Research Corp 110 110 No Change 2021-03-31
Regal Wealth Group, Inc. 106 0 New Buy 2021-03-31
Stewardship Financial Advisors, LLC 100 100 No Change 2021-03-31
Freedman Financial Associates, Inc. 100 100 No Change 2021-03-31
Balentine LLC 89 0 New Buy 2021-03-31
Wagner Wealth Management, LLC 85 50 70% 2021-03-31
SITTNER & NELSON, LLC 84 0 New Buy 2021-03-31
Horrell Capital Management, Inc. 75 75 No Change 2021-03-31
MTM Investment Management, LLC 75 75 No Change 2021-03-31
Johnson Financial Group, Inc. 65 65 No Change 2021-03-31
Ironwood Wealth Management, llc 64 12 433% 2021-03-31
Piscataqua Savings Bank 55 0 New Buy 2021-03-31
Investment Research & Advisory Group, Inc. 51 51 No Change 2021-03-31
CENTRAL BANK & TRUST CO 50 50 No Change 2021-03-31
Amerivest Investment Management LLC 46 46 No Change 2021-03-31
Glassman Wealth Services 45 0 New Buy 2021-03-31
ISLAY CAPITAL MANAGEMENT, LLC 42 27 56% 2021-03-31
RMR Wealth Builders 41 0 New Buy 2021-03-31
Mizuho Securities Co. Ltd. 37 62 40% 2021-03-31
MACQUARIE GROUP LTD 31 0 New Buy 2021-03-31
Abundance Wealth Counselors 25 13,890 100% 2021-03-31
Sonora Investment Management, LLC 20 20 No Change 2021-03-31
Systematic Alpha Investments, LLC 18 0 New Buy 2021-03-31
ROBBINS FARLEY LLC 14 0 New Buy 2021-03-31
Grandview Asset Management LLC 4 0 New Buy 2021-03-31
Cribstone Capital Management, LLC 2 2 No Change 2021-03-31
HHM Wealth Advisors, LLC 2 2 No Change 2021-03-31
TD Capital Management LLC 1 1 No Change 2021-03-31
Renaissance Technologies(Jim Simons) 0 106,100 Sold Out 2021-03-31
BRANDES INVESTMENT PARTNERS, LP(Charles Brandes) 0 77,137 Sold Out 2021-03-31
CAPE ANN SAVINGS BANK 0 4,012 Sold Out 2021-03-31
L & S Advisors Inc 0 119,816 Sold Out 2021-03-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 0 49,500 Sold Out 2021-03-31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0 7,947 Sold Out 2021-03-31
Round Table Services, LLC 0 4,006 Sold Out 2021-03-31
Capital Directions Investment Advisors, LLC 0 73,331 Sold Out 2021-03-31
BOURGEON CAPITAL MANAGEMENT LLC 0 200 Sold Out 2021-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 41,265 Sold Out 2021-03-31
CONNING Asset Management Co. 0 23,358 Sold Out 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 450 Sold Out 2021-03-31
ROYAL BANK OF SCOTLAND GROUP PLC 0 5,298 Sold Out 2021-03-31
SCOPUS ASSET MANAGEMENT, L.P. 0 4,000,000 Sold Out 2021-03-31
TWO SIGMA INVESTMENTS LLC 0 252,803 Sold Out 2021-03-31
Weiss Multi-Strategy Advisers LLC 0 131,511 Sold Out 2021-03-31
NWI MANAGEMENT LP 0 2,915,000 Sold Out 2021-03-31
Jaffetilchin Investment Partners, LLC 0 15,470 Sold Out 2021-03-31
BROWN ADVISORY HOLDINGS INC 0 150,230 Sold Out 2021-03-31
QS Investors, LLC 0 12,479 Sold Out 2021-03-31
PAYDEN & RYGEL 0 900 Sold Out 2021-03-31
Brevan Howard Capital Management LP 0 1,000,000 Sold Out 2021-03-31
Clean Yield Group 0 1,500 Sold Out 2021-03-31
Glovista Investments LLC 0 21,845 Sold Out 2021-03-31
Marketfield Asset Management LLC 0 256,555 Sold Out 2021-03-31
Capital Wealth Planning, LLC 0 13,541 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 161,213 Sold Out 2021-03-31
Guild Investment Management, Inc. 0 51,875 Sold Out 2021-03-31
SAGE FINANCIAL GROUP INC 0 10,231 Sold Out 2021-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 0 439,618 Sold Out 2021-03-31
Edgestream Partners, L.P. 0 243,202 Sold Out 2021-03-31
OHE FINANCIAL INC 0 5,455 Sold Out 2021-03-31
LANSDOWNE PARTNERS (UK) LLP 0 78,759 Sold Out 2021-03-31
TERRIL BROTHERS, INC. 0 208,400 Sold Out 2021-03-31
Burt Wealth Advisors 0 2,740 Sold Out 2021-03-31
HRT FINANCIAL LLC 0 185,730 Sold Out 2021-03-31
AllSquare Wealth Management LLC 0 500 Sold Out 2021-03-31
Marathon Trading Investment Management LLC 0 4,200 Sold Out 2021-03-31
FormulaFolio Investments, LLC 0 60,577 Sold Out 2021-03-31
FORT PITT CAPITAL GROUP, LLC 0 2 Sold Out 2021-03-31
Laurel Wealth Advisors, Inc. 0 8,818 Sold Out 2021-03-31
WOLVERINE TRADING, LLC 0 3,427,693 Sold Out 2021-03-31
Key Square Capital Management LLC 0 156,740 Sold Out 2021-03-31
Hunting Hill Global Capital, LLC 0 25,800 Sold Out 2021-03-31
MAVEN SECURITIES Ltd 0 40,537 Sold Out 2021-03-31
AlphaStar Capital Management, LLC 0 7,490 Sold Out 2021-03-31
Capital Bank & Trust Co 0 17,179 Sold Out 2021-03-31
Bogart Wealth, LLC 0 74 Sold Out 2021-03-31
Turim 21 Investimentos Ltda. 0 2,231 Sold Out 2021-03-31
CenterStar Asset Management, LLC 0 8,055 Sold Out 2021-03-31
Centiva Capital, LP 0 50,000 Sold Out 2021-03-31
AMS Capital Ltda 0 1,022,000 Sold Out 2021-03-31
DiMeo Schneider & Associates, L.L.C. 0 30,736 Sold Out 2021-03-31
Crabel Capital Management, LLC 0 21,446 Sold Out 2021-03-31
Financial Services Advisory Inc 0 16,510 Sold Out 2021-03-31
Varma Mutual Pension Insurance Co 0 9,959,496 Sold Out 2021-03-31
First Command Advisory Services, Inc. 0 507 Sold Out 2021-03-31
Signet Investment Advisory Group, Inc. 0 150 Sold Out 2021-03-31
Community Capital Management, Inc. 0 10,000 Sold Out 2021-03-31
Point Break Capital Management, LLC 0 60,000 Sold Out 2021-03-31
Bernardo Wealth Planning LLC 0 4,197 Sold Out 2021-03-31
FORTEM FINANCIAL GROUP, LLC 0 475 Sold Out 2021-03-31
Toroso Investments, LLC 0 49,260 Sold Out 2021-03-31
Sontag Advisory, LLC 0 6,082 Sold Out 2021-03-31
Deep Field Asset Management LLC 0 300,000 Sold Out 2021-03-31
Peachtree Investment Partners, LLC 0 1 Sold Out 2021-03-31
Atom Investors LP 0 75,000 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 58,909 Sold Out 2021-03-31
Brown University 0 3,450 Sold Out 2021-03-31
Nationwide Asset Management LLC 0 30,800 Sold Out 2021-03-31
SOROS CAPITAL MANAGEMENT LLC 0 1,012,000 Sold Out 2021-03-31
Kathmere Capital Management, LLC 0 4,100 Sold Out 2021-03-31
Laidlaw Wealth Management LLC 0 8,908 Sold Out 2021-03-31
Regent Peak Wealth Advisors LLC 0 510 Sold Out 2021-03-31
FSA Wealth Management LLC 0 1,414 Sold Out 2021-03-31
Danda Trouve Investment Management, Inc. 0 900 Sold Out 2021-03-31
Affinity Capital Advisors, LLC 0 4,848 Sold Out 2021-03-31
Royal Fund Management, LLC 0 6,070 Sold Out 2021-03-31
Planned Solutions, Inc. 0 413 Sold Out 2021-03-31
Jump Financial, LLC 0 24,926 Sold Out 2021-03-31
Johnson Midwest Financial, LLC 0 266,418 Sold Out 2021-03-31
Diversified, LLC 0 310 Sold Out 2021-03-31
B, B, H, & B INC. 0 500 Sold Out 2021-03-31
Black Swift Group, LLC 0 100 Sold Out 2021-03-31
Aaron Wealth Advisors LLC 0 13,180 Sold Out 2021-03-31
Greystone Financial Group, LLC 0 75,954 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 93 Sold Out 2021-03-31
JONES ROAD CAPITAL MANAGEMENT, L.P. 0 100,000 Sold Out 2021-03-31
ENCOMPASS WEALTH ADVISORS, LLC 0 47,809 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 330 Sold Out 2021-03-31
Curi Wealth Management, LLC 0 3,321 Sold Out 2021-03-31
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