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STOCK TICKER:
STREETTRACKS GOLD TR   (ticker: GLD)
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
Susquehanna International Group, LLP 13,422,098 13,048,517 3% 2021-06-30
WOLVERINE TRADING, LLC 2,614,638 2,351,326 11% 2021-06-30
SG Americas Securities, LLC 1,662,420 1,854,117 10% 2021-06-30
Bridgewater Associates, Inc.(Raymond Dalio) 1,616,628 1,732,397 7% 2021-06-30
TORONTO DOMINION BANK 38 3,070 99% 2021-06-30
William Marsh Rice University 780,053 0 New Buy 2021-06-30
US BANCORP DE 695,856 653,118 7% 2021-06-30
Sumitomo Mitsui Trust Holdings, Inc. 647,654 1,013,449 36% 2021-06-30
WS MANAGEMENT LLP 517,578 517,578 No Change 2021-06-30
WELLINGTON MANAGEMENT CO LLP 430,329 686,004 37% 2021-06-30
ROCKLAND TRUST CO 311,777 301,046 4% 2021-06-30
Sicart Associates LLC 234,655 230,505 2% 2021-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 219,793 219,793 No Change 2021-06-30
STALEY CAPITAL ADVISERS INC 207,276 197,574 5% 2021-06-30
Tanglewood Wealth Management, Inc. 178,868 180,223 1% 2021-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 138,537 141,976 2% 2021-06-30
SCS Capital Management LLC 121,217 122,395 1% 2021-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 116,566 120,630 3% 2021-06-30
MINOT CAPITAL, LP 104,880 121,980 14% 2021-06-30
WILSEY ASSET MANAGEMENT INC 102,286 0 New Buy 2021-06-30
SHUFRO ROSE & CO LLC 88,240 3,087 2,758% 2021-06-30
S&CO INC 80,650 80,650 No Change 2021-06-30
VICTORY CAPITAL MANAGEMENT INC 72,442 90,811 20% 2021-06-30
Your Advocates Ltd., LLP 69,567 64,023 9% 2021-06-30
United Asset Strategies, Inc. 68,298 66,669 2% 2021-06-30
Ferguson Shapiro LLC 62,067 0 New Buy 2021-06-30
Wallington Asset Management, LLC 60,431 61,135 1% 2021-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 59,946 57,605 4% 2021-06-30
Tatro Capital, LLC 57,996 47,251 23% 2021-06-30
Skylands Capital, LLC 56,775 43,400 31% 2021-06-30
Strategic Wealth Partners, Ltd. 56,307 56,921 1% 2021-06-30
Vigilant Capital Management, LLC 54,661 55,291 1% 2021-06-30
North Star Investment Management Corp. 53,501 48,725 10% 2021-06-30
J O Hambro Investment Management Ltd 50,495 41,490 22% 2021-06-30
Sowell Financial Services LLC 49,820 155,643 68% 2021-06-30
Stratos Wealth Partners, LTD. 49,069 45,936 7% 2021-06-30
Sterling Investment Management, Inc. 48,378 47,738 1% 2021-06-30
Stonehage Fleming Financial Services Holdings Ltd 46,625 45,034 4% 2021-06-30
Sarasin & Partners LLP 45,405 41,542 9% 2021-06-30
Wells Financial Advisors INC 42,338 42,489 0% 2021-06-30
MUHLENKAMP & CO INC(Ronald H. Muhlenkamp) 41,637 0 New Buy 2021-06-30
Strategic Wealth Designers 41,400 33,150 25% 2021-06-30
Paul A. Violich, Inc. 40,068 59,938 33% 2021-06-30
tru Independence LLC 40,064 51,839 23% 2021-06-30
Trellus Management Company, LLC 40,000 40,000 No Change 2021-06-30
Bank of New Hampshire 38,717 0 New Buy 2021-06-30
Stratos Wealth Advisors, LLC 38,438 38,588 0% 2021-06-30
Sequoia Financial Advisors, LLC 37,049 36,990 0% 2021-06-30
Spears Abacus Advisors LLC 35,837 35,742 0% 2021-06-30
XML Financial, LLC 34,626 33,819 2% 2021-06-30
Refined Wealth Management 33,936 0 New Buy 2021-06-30
Smart Portfolios, LLC 33,660 32,073 5% 2021-06-30
STRATEGIC WEALTH MANAGEMENT INC /ADV 32,682 31,666 3% 2021-06-30
Geneos Wealth Management Inc. 0 38,893 Sold Out 2021-06-30
Wealth Quarterback LLC 32,597 0 New Buy 2021-06-30
Spire Wealth Management 32,323 132 24,387% 2021-06-30
AdvisorNet Financial, Inc 32,268 26,720 21% 2021-06-30
vontobel swiss wealth advisors AG 31,828 29,813 7% 2021-06-30
Versant Capital Management, Inc 28,954 30,093 4% 2021-06-30
Western Wealth Management, LLC 28,569 22,407 28% 2021-06-30
SevenBridge Financial Group, LLC 28,025 27,414 2% 2021-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 27,899 26,472 5% 2021-06-30
SFMG, LLC 27,734 35,807 23% 2021-06-30
Safeguard Investment Advisory Group, LLC 26,711 20,333 31% 2021-06-30
Sepio Capital, LLC 26,436 25,877 2% 2021-06-30
SCHWARTZ INVESTMENT COUNSEL INC 25,725 25,725 No Change 2021-06-30
Zeit Capital LLC 24,790 22,170 12% 2021-06-30
Williams Jones Wealth Management, LLC. 24,632 27,182 9% 2021-06-30
Canton Hathaway, LLC 24,574 23,170 6% 2021-06-30
THRIVENT FINANCIAL FOR LUTHERANS 0 32,937 Sold Out 2021-06-30
YHB Investment Advisors, Inc. 23,937 23,937 No Change 2021-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 22,652 17,354 31% 2021-06-30
Symphony Financial, Ltd. Co. 22,382 22,509 1% 2021-06-30
WT Wealth Management 21,942 17,308 27% 2021-06-30
STRATEGIC CAPITAL ADVISERS, INC. 21,433 21,118 1% 2021-06-30
WHITTIER TRUST CO 20,691 20,543 1% 2021-06-30
Yale Capital CORP 20,525 20,225 1% 2021-06-30
SHIKIAR ASSET MANAGEMENT INC 20,300 32,700 38% 2021-06-30
Sierra Capital LLC 19,043 0 New Buy 2021-06-30
Sterling Financial Planning, Inc. 18,639 17,872 4% 2021-06-30
Snider Financial Group 17,799 0 New Buy 2021-06-30
USCA RIA LLC 17,583 23,991 27% 2021-06-30
Hodges Capital Management Inc. 16,950 17,650 4% 2021-06-30
SIGNATUREFD, LLC 16,918 16,635 2% 2021-06-30
FIRST MIDWEST BANK TRUST DIVISION 16,473 19,929 17% 2021-06-30
Segment Wealth Management, LLC 16,395 16,395 No Change 2021-06-30
SOROS CAPITAL MANAGEMENT LLC 16,000 3,932 307% 2021-06-30
SMITH, MOORE & CO. 15,716 15,325 3% 2021-06-30
USAdvisors Wealth Management, LLC 15,711 19,084 18% 2021-06-30
WHITE PINE CAPITAL LLC 15,333 14,263 8% 2021-06-30
THOMPSON SIEGEL & WALMSLEY LLC 15,166 13,848 10% 2021-06-30
WESBANCO BANK INC 15,130 14,578 4% 2021-06-30
Summit Trail Advisors, LLC 14,618 14,138 3% 2021-06-30
Truadvice, LLC 14,408 0 New Buy 2021-06-30
Vigilare Wealth Management 14,053 8,802 60% 2021-06-30
Weaver Consulting Group 12,604 12,933 3% 2021-06-30
XR Securities LLC 0 9,273 Sold Out 2021-06-30
QP WEALTH MANAGEMENT, LLC 11,999 11,815 2% 2021-06-30
First Dallas Securities Inc. 11,793 12,093 2% 2021-06-30
SHEETS SMITH & ASSOCIATES INC 10,950 10,950 No Change 2021-06-30
Tamar Securities, LLC 10,824 9,457 14% 2021-06-30
Summit Financial Strategies, Inc. 10,697 0 New Buy 2021-06-30
Smart Money Group LLC 10,507 14,886 29% 2021-06-30
Van Hulzen Asset Management, LLC 10,393 6,553 59% 2021-06-30
WealthTrust Asset Management, LLC 10,204 0 New Buy 2021-06-30
WESCAP Management Group, Inc. 9,957 10,954 9% 2021-06-30
Vontobel Holding Ltd. 9,805 8,805 11% 2021-06-30
We Are One Seven, LLC 9,745 9,517 2% 2021-06-30
Stonehearth Capital Management, LLC 9,610 0 New Buy 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 9,503 0 New Buy 2021-06-30
Walkner Condon Financial Advisors LLC 9,438 9,134 3% 2021-06-30
SCHNIEDERS CAPITAL MANAGEMENT LLC 9,038 6,371 42% 2021-06-30
Winch Advisory Services, LLC 8,633 8,779 2% 2021-06-30
PATTEN & PATTEN INC/TN 8,574 8,531 1% 2021-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 8,131 7,967 2% 2021-06-30
Windsor Creek Advisors, LLC 8,000 8,000 No Change 2021-06-30
WINMILL & CO. INC 7,800 7,800 No Change 2021-06-30
V Wealth Management,LLC 7,605 13,859 45% 2021-06-30
WOLFF WIESE MAGANA LLC 7,527 7,626 1% 2021-06-30
Sawtooth Asset Management, Inc. 7,517 7,110 6% 2021-06-30
Venture Visionary Partners LLC 7,435 9,134 19% 2021-06-30
Spectrum Management Group, Inc. 7,415 7,415 No Change 2021-06-30
WMS Partners, LLC 7,322 5,339 37% 2021-06-30
THORNBURG INVESTMENT MANAGEMENT INC 7,233 4,950 46% 2021-06-30
S.A. Mason LLC 7,160 7,059 1% 2021-06-30
Riggs Asset Managment Co. Inc. 7,134 6,754 6% 2021-06-30
Montecito Bank & Trust 7,110 7,111 0% 2021-06-30
Wealth Advisory Solutions, LLC 7,056 0 New Buy 2021-06-30
WNY Asset Management, LLC 6,617 6,339 4% 2021-06-30
Comprehensive Portfolio Management, LLC 6,534 7,330 11% 2021-06-30
Schneider Downs Wealth Management Advisors, LP 6,202 6,187 0% 2021-06-30
Welch Group, LLC 6,153 6,153 No Change 2021-06-30
STOCK YARDS BANK & TRUST CO 6,139 6,439 5% 2021-06-30
Tolleson Wealth Management, Inc. 6,127 6,127 No Change 2021-06-30
Vanguard Capital Wealth Advisors 6,100 0 New Buy 2021-06-30
Spotlight Asset Group, Inc. 6,100 0 New Buy 2021-06-30
White Lighthouse Investment Management Inc. 5,988 5,078 18% 2021-06-30
SOL Capital Management CO 5,910 1,910 209% 2021-06-30
Savant Capital Management Inc 5,843 2,544 130% 2021-06-30
Smith Anglin Financial, LLC 5,686 0 New Buy 2021-06-30
Geier Asset Management, Inc. 5,621 4,665 20% 2021-06-30
SlateStone Wealth, LLC 5,576 5,751 3% 2021-06-30
Newport Capital Group, LLC 5,507 0 New Buy 2021-06-30
WASHINGTON TRUST CO 5,460 5,540 1% 2021-06-30
SNS Financial Group, LLC 5,327 5,376 1% 2021-06-30
Svenska Handelsbanken AB (publ) 5,250 5,250 No Change 2021-06-30
Stewardship Advisors, LLC 5,131 5,131 No Change 2021-06-30
Summit X, LLC 5,115 5,023 2% 2021-06-30
Cardinal Point Wealth Management LLC 5,076 0 New Buy 2021-06-30
SG3 Management, LLC 5,000 0 New Buy 2021-06-30
RDA Financial Network 4,962 4,769 4% 2021-06-30
True Link Financial Advisors, LLC 4,950 4,950 No Change 2021-06-30
SCHMIDT P J INVESTMENT MANAGEMENT INC 4,750 4,750 No Change 2021-06-30
Pinnacle Bank 4,717 4,717 No Change 2021-06-30
First Financial Bank, N.A. - Trust Division 4,697 4,821 3% 2021-06-30
Well Done, LLC 4,629 4,630 0% 2021-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 4,543 4,518 1% 2021-06-30
SCBT FINANCIAL CORP 4,523 4,414 2% 2021-06-30
Summit Financial Wealth Advisors, LLC 4,505 3,527 28% 2021-06-30
W.G. Shaheen & Associates DBA Whitney & Co 4,459 4,459 No Change 2021-06-30
Adviser Investments LLC 4,446 4,446 No Change 2021-06-30
Soltis Investment Advisors LLC 4,386 4,349 1% 2021-06-30
Sovereign Financial Group, Inc. 4,268 4,268 No Change 2021-06-30
APPLETON PARTNERS INC/MA 4,263 4,567 7% 2021-06-30
Stelac Advisory Services LLC 4,208 4,208 No Change 2021-06-30
Grassi Investment Management 4,200 4,200 No Change 2021-06-30
Sargent Bickham Lagudis LLC 50 1,495 97% 2021-06-30
TBH Global Asset Management, LLC 3,973 2,828 40% 2021-06-30
Valeo Financial Advisors, LLC 3,967 4,086 3% 2021-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,956 3,646 9% 2021-06-30
Valmark Advisers, Inc. 3,921 4,178 6% 2021-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,920 3,970 1% 2021-06-30
Signature Wealth Management Partners, LLC 3,913 4,026 3% 2021-06-30
Wilkinson Global Asset Management LLC 3,845 2,895 33% 2021-06-30
SAX WEALTH ADVISORS, LLC 3,802 1,492 155% 2021-06-30
SPINNAKER TRUST 3,775 3,775 No Change 2021-06-30
INTL FCSTONE INC. 3,750 0 New Buy 2021-06-30
TRUST CO OF VERMONT 3,723 3,613 3% 2021-06-30
Sound View Wealth Advisors Group, LLC 3,637 3,637 No Change 2021-06-30
IMS Capital Management 3,635 0 New Buy 2021-06-30
TRUST CO OF TOLEDO NA /OH/ 3,627 0 New Buy 2021-06-30
ROTHSCHILD INVESTMENT CORP /IL 3,560 4,040 12% 2021-06-30
Windsor Group LTD 3,382 2,947 15% 2021-06-30
Westshore Wealth, LLC 3,356 2,976 13% 2021-06-30
Sunflower Bank, N.A. 3,150 0 New Buy 2021-06-30
ARLINGTON PARTNERS LLC 3,274 3,563 8% 2021-06-30
M&R CAPITAL MANAGEMENT INC 3,250 3,250 No Change 2021-06-30
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,239 3,239 No Change 2021-06-30
Verdence Capital Advisors LLC 3,223 3,223 No Change 2021-06-30
Tarbox Group, Inc. 3,161 2,658 19% 2021-06-30
PARK NATIONAL CORP /OH/ 3,136 3,176 1% 2021-06-30
Tradition Wealth Management, LLC 3,135 3,094 1% 2021-06-30
Sunbelt Securities, Inc. 3,117 3,731 16% 2021-06-30
WOODWARD DIVERSIFIED CAPITAL, LLC 3,071 0 New Buy 2021-06-30
Weiss Multi-Strategy Advisers LLC 3,016 9,361 68% 2021-06-30
Timber Creek Capital Management LLC 3,000 3,000 No Change 2021-06-30
WC Walker & Associates, Inc. 2,988 2,518 19% 2021-06-30
SENTINEL PENSION ADVISORS INC 2,961 3,632 18% 2021-06-30
Massey, Quick & Co., LLC 2,950 2,950 No Change 2021-06-30
Pratt Collard Advisory Partners LLC 2,945 2,970 1% 2021-06-30
United Capital Management of KS, Inc. 2,934 2,989 2% 2021-06-30
Terra Nova Asset Management LLC 2,900 2,900 No Change 2021-06-30
STONNINGTON GROUP, LLC 2,898 2,898 No Change 2021-06-30
Xcel Wealth Management, LLC 2,790 2,770 1% 2021-06-30
TERRIL BROTHERS, INC. 2,770 2,770 No Change 2021-06-30
United Bank 2,691 2,691 No Change 2021-06-30
FIRST HAWAIIAN BANK 2,648 2,648 No Change 2021-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 2,610 2,147 22% 2021-06-30
Smith & Howard Wealth Management, LLC 2,560 2,560 No Change 2021-06-30
Santori & Peters, Inc. 2,551 0 New Buy 2021-06-30
TNB Financial 2,521 0 New Buy 2021-06-30
Wealth Architects, LLC 2,506 2,506 No Change 2021-06-30
TCI Wealth Advisors, Inc. 2,504 214 1,070% 2021-06-30
Butler Wick Trust CO 2,501 2,801 11% 2021-06-30
Trexquant Investment LP 2,464 2,533 3% 2021-06-30
Legacy Private Trust Co. 2,451 2,759 11% 2021-06-30
Feltz Wealth PLAN Inc. 2,434 2,319 5% 2021-06-30
Winthrop Advisory Group LLC 2,427 2,256 8% 2021-06-30
Sage Mountain Advisors LLC 2,341 0 New Buy 2021-06-30
WELCH & FORBES LLC 2,340 2,340 No Change 2021-06-30
Paragon Advisors, LLC 2,294 2,435 6% 2021-06-30
SEARLE & CO. 2,246 1,646 36% 2021-06-30
TSFG, LLC 2,144 1,971 9% 2021-06-30
Simmons Bank 2,018 1,868 8% 2021-06-30
Zhang Financial LLC 2,010 2,010 No Change 2021-06-30
CHEMUNG CANAL TRUST CO 2,000 2,000 No Change 2021-06-30
Wealth Advisors of Iowa, LLC 2,000 0 New Buy 2021-06-30
WEBSTER BANK, N. A. 1,968 1,968 No Change 2021-06-30
OLD DOMINION CAPITAL MANAGEMENT INC 1,960 2,010 2% 2021-06-30
WAGNER CAPITAL MANAGEMENT CORP 1,944 2,744 29% 2021-06-30
Vestmark Advisory Solutions, Inc. 1,888 1,706 11% 2021-06-30
Waldron, LP 1,752 4,601 62% 2021-06-30
SONATA CAPITAL GROUP INC 1,740 1,740 No Change 2021-06-30
Apella Capital, LLC 1,675 0 New Buy 2021-06-30
Wellington Shields & Co., LLC 1,662 0 New Buy 2021-06-30
Resource Management, LLC 1,650 1,357 22% 2021-06-30
Strategic Investment Advisors / MI 1,641 1,982 17% 2021-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 1,633 1,348 21% 2021-06-30
Stony Point Wealth Management Inc. 1,625 1,635 1% 2021-06-30
VERITY Wealth Advisors 1,575 1,575 No Change 2021-06-30
SIGMA INVESTMENT COUNSELORS INC 1,547 1,517 2% 2021-06-30
Retirement Planning Group 1,506 0 New Buy 2021-06-30
Wealth Management Partners, LLC 1,505 1,479 2% 2021-06-30
Rocky Mountain Advisers, LLC 1,500 1,500 No Change 2021-06-30
Personal Resources Investment & Strategic Management, Inc. 1,500 1,500 No Change 2021-06-30
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,493 1,363 10% 2021-06-30
Stokes Family Office, LLC 1,475 875 69% 2021-06-30
Towerpoint Wealth, LLC 1,465 0 New Buy 2021-06-30
TECTONIC ADVISORS LLC 0 5,525 Sold Out 2021-06-30
Souders Financial Advisors 1,451 0 New Buy 2021-06-30
Warren Averett Asset Management, LLC 1,433 1,882 24% 2021-06-30
VAUGHAN DAVID INVESTMENTS INC/IL 1,415 1,355 4% 2021-06-30
Tradewinds Capital Management, LLC 1,396 1,396 No Change 2021-06-30
TFG Advisers LLC 1,384 1,384 No Change 2021-06-30
Willis Johnson & Associates, Inc. 1,384 1,805 23% 2021-06-30
SATOVSKY ASSET MANAGEMENT LLC 1,377 1,377 No Change 2021-06-30
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,365 0 New Buy 2021-06-30
Sterneck Capital Management, LLC 1,350 1,650 18% 2021-06-30
First National Bank of Mount Dora, Trust Investment Services 1,335 1,349 1% 2021-06-30
Total Clarity Wealth Management, Inc. 1,321 5,693 77% 2021-06-30
Northern Capital Management, Inc. 1,314 1,423 8% 2021-06-30
Triumph Capital Management 1,311 0 New Buy 2021-06-30
Traynor Capital Management, Inc. 1,308 1,398 6% 2021-06-30
Successful Portfolios LLC 1,299 1,379 6% 2021-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 1,285 1,265 2% 2021-06-30
YorkBridge Wealth Partners, LLC 1,269 1,269 No Change 2021-06-30
SFE Investment Counsel 1,257 1,257 No Change 2021-06-30
TOTAL INVESTMENT MANAGEMENT INC 1,253 0 New Buy 2021-06-30
Alpha Omega Wealth Management LLC 1,252 1,252 No Change 2021-06-30
Sandy Spring Bank 1,205 1,420 15% 2021-06-30
Vista Private Wealth Partners. LLC 1,205 1,205 No Change 2021-06-30
Coastal Capital Group, Inc. 1,049 1,271 17% 2021-06-30
Sound Income Strategies, LLC 921 421 119% 2021-06-30
Pacifica Partners Inc. 815 815 No Change 2021-06-30
SRS Capital Advisors, Inc. 766 0 New Buy 2021-06-30
St. Johns Investment Management Company, LLC 760 934 19% 2021-06-30
Truvestments Capital LLC 0 650 Sold Out 2021-06-30
Twin Lakes Capital Management, LLC 596 596 No Change 2021-06-30
Selective Wealth Management 549 549 No Change 2021-06-30
Savior LLC 506 397 27% 2021-06-30
PEOPLES FINANCIAL SERVICES CORP. 500 500 No Change 2021-06-30
Sugarloaf Wealth Management, LLC 408 423 4% 2021-06-30
Stonebridge Financial Planning Group, LLC 400 400 No Change 2021-06-30
VALLEY NATIONAL ADVISERS INC 353 353 No Change 2021-06-30
West Oak Capital, LLC 345 345 No Change 2021-06-30
SOA Wealth Advisors, LLC. 267 267 No Change 2021-06-30
TOTH FINANCIAL ADVISORY CORP 157 157 No Change 2021-06-30
Tortoise Investment Management, LLC 150 150 No Change 2021-06-30
John W. Brooker & Co., CPAs 111 111 No Change 2021-06-30
Norway Savings Bank 100 100 No Change 2021-06-30
Financial Gravity Wealth, Inc. 1 1 No Change 2021-06-30
Syverson Strege & Co 78 78 No Change 2021-06-30
Lenox Wealth Advisors, Inc. 56 0 New Buy 2021-06-30
SECURITY NATIONAL TRUST CO 50 95 47% 2021-06-30
Pflug Koory, LLC 50 0 New Buy 2021-06-30
West Financial Advisors, LLC 25 25 No Change 2021-06-30
WEST CHESTER CAPITAL ADVISORS, INC 0 2,502 Sold Out 2021-06-30
SYMONS CAPITAL MANAGEMENT INC 0 3,146 Sold Out 2021-06-30
Virtu Financial LLC 0 1,328,908 Sold Out 2021-06-30
Tuttle Tactical Management LLC 0 1,643 Sold Out 2021-06-30
SEI INVESTMENTS CO 0 18,141 Sold Out 2021-06-30
Voya Financial Advisors, Inc. 0 19,002 Sold Out 2021-06-30
Wealthstreet Investment Advisors, LLC 0 8,788 Sold Out 2021-06-30
Emerald Investment Partners, LLC 0 1,877 Sold Out 2021-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 23,541 Sold Out 2021-06-30
Sowa Financial Group, Inc. 0 2,035 Sold Out 2021-06-30
Tennessee Valley Asset Management Partners 0 4,644 Sold Out 2021-06-30
TFC Financial Management 0 164 Sold Out 2021-06-30
UBS Group AG 17,539,031 20,600,922 15% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 11,218,200 23,890,200 53% 2021-03-31
MORGAN STANLEY 11,149,448 0 New Buy 2021-03-31
WELLS FARGO & CO/MN 6,156,939 6,946,749 11% 2021-03-31
CITIGROUP INC 4,881,023 11,745,676 58% 2021-03-31
DRW Securities, LLC 4,224,001 0 New Buy 2021-03-31
Arnhold & S. Bleichroeder Advisers, LLC 4,045,355 3,885,000 4% 2021-03-31
BARCLAYS PLC 3,758,088 7,350,686 49% 2021-03-31
NOMURA HOLDINGS INC 2,423,300 2,317,200 5% 2021-03-31
Owl Creek Asset Management, L.P. 2,407,000 2,407,000 No Change 2021-03-31
Belvedere Trading LLC 2,358,100 1,013,148 133% 2021-03-31
Marino Management, LLC 2,348,275 2,477,461 5% 2021-03-31
CREDIT SUISSE/ 2,315,022 4,520,611 49% 2021-03-31
ROYAL BANK OF CANADA 2,133,566 0 New Buy 2021-03-31
MACKENZIE FINANCIAL CORP 2,030,395 2,921,775 31% 2021-03-31
LPL Financial CORP 2,019,199 2,272,496 11% 2021-03-31
PAULSON & CO INC(John Paulson) 1,912,252 0 New Buy 2021-03-31
Granite Point Capital Management, L.P. 1,833,000 533,000 244% 2021-03-31
WealthNavi Inc. 1,675,654 1,309,053 28% 2021-03-31
Mizuho Corporate Bank, Ltd. 1,650,000 2,400,000 31% 2021-03-31
HighTower Advisors, LLC 1,586,835 1,575,291 1% 2021-03-31
AMERIPRISE FINANCIAL INC 1,442,433 1,570,209 8% 2021-03-31
Luxor Capital Group, LP 1,400,000 0 New Buy 2021-03-31
Comprehensive Financial Management LLC 1,289,754 1,243,254 4% 2021-03-31
Orbis Allan Gray Ltd 1,253,449 1,201,876 4% 2021-03-31
Twin Tree Management, LP 106,313 59,938 77% 2021-03-31
SYNOVUS FINANCIAL CORP 1,069,772 966,549 11% 2021-03-31
Lombard Odier Asset Management (USA) Corp 1,000,000 80,000 1,150% 2021-03-31
Coltrane Asset Management L.P. 1,000,000 0 New Buy 2021-03-31
MOON CAPITAL MANAGEMENT, LP 990,000 405,000 144% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 989,888 961,652 3% 2021-03-31
Raymond James Financial Services Advisors, Inc. 980,112 1,039,632 6% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 948,286 1,098,682 14% 2021-03-31
Cutler Group LP 920,000 1,571,068 41% 2021-03-31
GSB Wealth Management, LLC 901,554 0 New Buy 2021-03-31
RAYMOND JAMES & ASSOCIATES 832,140 903,210 8% 2021-03-31
AE Wealth Management LLC 802,804 703,123 14% 2021-03-31
J P MORGAN CHASE & CO 789,956 1,271,576 38% 2021-03-31
Arnhold LLC 729,878 617,973 18% 2021-03-31
STATE STREET CORP 691,059 677,482 2% 2021-03-31
FIFTH THIRD BANCORP 662,511 884,329 25% 2021-03-31
Woodson Capital Management, LP 649,600 570,000 14% 2021-03-31
JEFFERIES GROUP INC /DE/ 626,120 607,640 3% 2021-03-31
BANK OF MONTREAL /CAN/ 571,992 977,251 41% 2021-03-31
TOWNSQUARE CAPITAL LLC 43,045 33,391 29% 2021-03-31
DIAM Co., Ltd. 531,216 549,760 3% 2021-03-31
Briaud Financial Planning, Inc 520,056 178 292,066% 2021-03-31
STIFEL FINANCIAL CORP 3,079 2,870 7% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 513,265 476,914 8% 2021-03-31
Apollo Management Holdings, L.P. 500,000 0 New Buy 2021-03-31
Deer Park Road Corp 500,000 1,051,862 52% 2021-03-31
Bleichroeder LP 475,000 475,000 No Change 2021-03-31
HSBC HOLDINGS PLC 469,586 693,024 32% 2021-03-31
PRUDENTIAL CORP PLC 469,239 485,939 3% 2021-03-31
Marshall Wace LLP 31,700 0 New Buy 2021-03-31
NORTHERN TRUST CORP 454,839 762,039 40% 2021-03-31
CIBC World Markets Inc. 440,619 494,441 11% 2021-03-31
FIRST NATIONAL TRUST CO 432,559 464,855 7% 2021-03-31
HRT FINANCIAL LLC 419,876 210,824 99% 2021-03-31
Baird Financial Group, Inc. 6,956 4,568 52% 2021-03-31
Private Advisor Group, LLC 318,155 0 New Buy 2021-03-31
COLONY GROUP LLC 374,294 281,212 33% 2021-03-31
NATIXIS 373,783 767,279 51% 2021-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 372,463 359,646 4% 2021-03-31
BRIGADE CAPITAL MANAGEMENT, LLC 360,000 360,000 No Change 2021-03-31
Bank of New York Mellon CORP 352,237 963,720 63% 2021-03-31
ZEKE CAPITAL ADVISORS, LLC 352,001 344,271 2% 2021-03-31
London & Capital Asset Management Ltd 342,224 451,335 24% 2021-03-31
Wellington Shields Capital Management, LLC 327,954 18,782 1,646% 2021-03-31
Mariner Wealth Advisors, LLC 322,142 346,444 7% 2021-03-31
WADDELL & REED FINANCIAL INC 312,512 327,768 5% 2021-03-31
BRADLEY FOSTER & SARGENT INC/CT 305,255 302,552 1% 2021-03-31
CAXTON ASSOCIATES LLC (Bruce Kovner) 282,870 0 New Buy 2021-03-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 279,147 212,231 32% 2021-03-31
PEAK6 Investments LLC 276,449 0 New Buy 2021-03-31
CI INVESTMENTS INC. 274,703 2,426,560 89% 2021-03-31
Billeaud Capital Management, Inc. 274,555 268,667 2% 2021-03-31
ICONIQ Capital, LLC 272,007 283,429 4% 2021-03-31
BANQUE PICTET & CIE SA 266,185 317,474 16% 2021-03-31
SUN VALLEY GOLD LLC 263,200 0 New Buy 2021-03-31
BlueCrest Capital Management Ltd 262,920 1,666,616 84% 2021-03-31
Brookstone Capital Management 233,538 227,670 3% 2021-03-31
Private Wealth Strategies, L.L.C. 232,855 243,494 4% 2021-03-31
Rockefeller Capital Management L.P. 225,948 175,790 29% 2021-03-31
Banco Santander, S.A. 214,420 158,799 35% 2021-03-31
M&T BANK CORP 208,019 470,318 56% 2021-03-31
Janney Montgomery Scott LLC 203,565 213,283 5% 2021-03-31
MML INVESTORS SERVICES, LLC 200,783 216,231 7% 2021-03-31
ARISTEIA CAPITAL LLC 200,000 200,000 No Change 2021-03-31
Arrowpoint Asset Management, LLC 200,000 200,000 No Change 2021-03-31
JONES ROAD CAPITAL MANAGEMENT, L.P. 200,000 200,000 No Change 2021-03-31
Pictet North America Advisors SA 199,962 247,811 19% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 190,943 178,640 7% 2021-03-31
Kestra Advisory Services, LLC 188,915 250,381 25% 2021-03-31
Rathbone Brothers plc 185,074 182,932 1% 2021-03-31
MOODY LYNN & CO/ 180,455 191,424 6% 2021-03-31
American Asset Management Inc. 179,726 172,379 4% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 0 222,981 Sold Out 2021-03-31
BALYASNY ASSET MANAGEMENT LLC 179,200 0 New Buy 2021-03-31
MD Financial Management Inc. 176,436 155,900 13% 2021-03-31
Private Wealth Advisors, LLC 174,841 149,665 17% 2021-03-31
Creative Planning 0 165,133 Sold Out 2021-03-31
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 172,692 171,532 1% 2021-03-31
Richard C. Young & CO., LTD. 172,035 172,850 0% 2021-03-31
Perella Weinberg Partners Capital Management LP 169,975 0 New Buy 2021-03-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 165,290 301,619 45% 2021-03-31
BLAIR WILLIAM & CO/IL 163,777 219,683 25% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 162,988 162,461 0% 2021-03-31
Frontier Wealth Management LLC 162,928 0 New Buy 2021-03-31
MACKAY SHIELDS LLC 157,836 177,786 11% 2021-03-31
BANK OF THE WEST 155,682 142,912 9% 2021-03-31
GLENMEDE TRUST CO NA 154,668 186,556 17% 2021-03-31
Lee Financial CORP 145,342 158,911 9% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 142,747 164,667 13% 2021-03-31
Neuberger Berman Group LLC 140,652 1,224,852 89% 2021-03-31
K2 PRINCIPAL FUND, L.P. 140,000 100,000 40% 2021-03-31
AMG National Trust Bank 137,178 2,305 5,851% 2021-03-31
Financial Network 135,236 160,180 16% 2021-03-31
Mader & Shannon Wealth Management, Inc. 134,511 133,020 1% 2021-03-31
AMERICAN CENTURY COMPANIES INC 128,300 40,100 220% 2021-03-31
National Asset Management, Inc. 126,213 91,922 37% 2021-03-31
FMR LLC 125,467 108,934 15% 2021-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 125,300 121,655 3% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 124,646 157,210 21% 2021-03-31
Itau Unibanco Holding S.A. 121,784 22,500 441% 2021-03-31
Multi-Financial Securities Corp 121,386 125,962 4% 2021-03-31
Union Bankshares Corp 119,966 112,209 7% 2021-03-31
AGF FUNDS INC 119,560 0 New Buy 2021-03-31
FRANKLIN RESOURCES INC 117,953 105,548 12% 2021-03-31
Corvex Management LP 116,000 513,000 77% 2021-03-31
Financial Advocates Investment Management 114,455 131,301 13% 2021-03-31
EPIQ Capital Group, LLC 111,305 111,492 0% 2021-03-31
GUGGENHEIM CAPITAL LLC 110,290 103,314 7% 2021-03-31
Blue Creek Investment Partners, LLC 109,635 111,154 1% 2021-03-31
Advisory Services Network, LLC 30 75,461 100% 2021-03-31
Optiver Holding B.V. 109,231 0 New Buy 2021-03-31
CIBC Global Asset Management Inc 108,405 109,042 1% 2021-03-31
Bank Julius Baer & Co. Ltd, Zurich 107,849 120,864 11% 2021-03-31
Evercore Wealth Management, LLC 106,258 104,198 2% 2021-03-31
Bienville Capital Management, LLC 105,961 2,106,036 95% 2021-03-31
ACT WEALTH MANAGEMENT, LLC 105,838 90,295 17% 2021-03-31
Quantitative Investment Management, LLC 104,431 0 New Buy 2021-03-31
Janney Capital Management LLC 103,556 109,987 6% 2021-03-31
Covington Capital Management 103,153 103,218 0% 2021-03-31
Pine Ridge Advisers LLC 102,319 136,199 25% 2021-03-31
GREENLIGHT CAPITAL INC (David Einhorn) 101,980 0 New Buy 2021-03-31
Napier Park Global Capital LLC 100,000 100,000 No Change 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 98,302 87,730 12% 2021-03-31
BFSG, LLC 97,898 99,782 2% 2021-03-31
Bedell Investment Counselling 97,598 169,702 42% 2021-03-31
Checchi Capital Advisers, LLC 97,230 71,521 36% 2021-03-31
HARVARD MANAGEMENT CO INC 96,662 96,619 0% 2021-03-31
Centerstone Investors, LLC 95,830 95,830 No Change 2021-03-31
OPPENHEIMER & CO INC 95,520 95,878 0% 2021-03-31
360 Financial, Inc. 94,959 84,180 13% 2021-03-31
Sigma Planning Corp 92,662 151,076 39% 2021-03-31
Rice Partnership, LLC 88,802 86,010 3% 2021-03-31
Coho Partners, Ltd. 86,393 87,932 2% 2021-03-31
Goodman & Company, Investment Counsel Ltd. 85,932 129,190 33% 2021-03-31
Strategic Wealth Advisors Group,Inc. 85,557 91,306 6% 2021-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 83,902 82,727 1% 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 82,967 89,714 8% 2021-03-31
Wunderlich Securities, Inc. 81,911 26,153 213% 2021-03-31
Oakworth Capital, Inc. 81,376 72,042 13% 2021-03-31
Atlantic Trust Group, LLC 81,290 82,863 2% 2021-03-31
STRATEGIC INVESTMENT MANAGEMENT 80,890 40,120 102% 2021-03-31
Dynamic Advisors Solutions LLC 80,721 78,476 3% 2021-03-31
Jump Financial, LLC 80,056 0 New Buy 2021-03-31
Equitable Holdings, Inc. 79,928 65,637 22% 2021-03-31
Gladius Capital Management LP 79,419 6,195 1,182% 2021-03-31
AVALON ADVISORS L P 79,372 78,024 2% 2021-03-31
BALDWIN BROTHERS INC/MA 78,623 71,593 10% 2021-03-31
ELEMENT POINTE ADVISORS, LLC 77,840 67,837 15% 2021-03-31
SCOTIA CAPITAL INC. 77,790 127,309 39% 2021-03-31
Evolution Wealth Advisors, LLC 77,174 115,836 33% 2021-03-31
Strategic Investment Advisors, Inc 73,657 73,839 0% 2021-03-31
Heartwood Wealth Advisors LLC 73,045 90,365 19% 2021-03-31
ALERUS FINANCIAL NA 72,580 72,580 No Change 2021-03-31
Cetera Investment Advisers 72,179 70,351 3% 2021-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 71,839 67,996 6% 2021-03-31
James Hambro & Partners 71,828 50,537 42% 2021-03-31
IFG Advisory, LLC 71,238 52,225 36% 2021-03-31
Barry Investment Advisors, LLC 71,216 68,381 4% 2021-03-31
Gerber Kawasaki Wealth & Investment Management 70,960 54,213 31% 2021-03-31
Pettinga Financial Advisors, LLC 70,645 74,786 6% 2021-03-31
Mirae Asset Global Investments Co., Ltd. 70,006 95,936 27% 2021-03-31
LFA - Lugano Financial Advisors SA 69,730 9,072 669% 2021-03-31
Archetype Wealth Partners, LLC 69,576 0 New Buy 2021-03-31
CASTLEARK MANAGEMENT LLC 68,475 68,475 No Change 2021-03-31
DAVIDSON D A & CO 68,436 22,269 207% 2021-03-31
R.P. Boggs & Co. Wealth Mangement 67,984 71,488 5% 2021-03-31
FIDUCIARY TRUST CO 67,922 69,218 2% 2021-03-31
MOTCO 67,883 65,893 3% 2021-03-31
FACTORY MUTUAL INSURANCE CO 67,000 67,000 No Change 2021-03-31
Arete Wealth Advisors, LLC 66,129 62,606 6% 2021-03-31
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 0 11,000 Sold Out 2021-03-31
EVOKE WEALTH, LLC 65,613 60,629 8% 2021-03-31
BEL AIR INVESTMENT ADVISORS LLC 65,353 0 New Buy 2021-03-31
Goldstein Munger & Associates 64,927 64,917 0% 2021-03-31
WADE G W & INC 64,622 114,060 43% 2021-03-31
Estate Counselors, LLC 64,185 53,020 21% 2021-03-31
Walleye Trading LLC 63,900 141,300 55% 2021-03-31
BESSEMER GROUP INC 63,630 60,403 5% 2021-03-31
Ballentine, Finn & Company, Inc. 63,324 70,032 10% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 62,843 47,031 34% 2021-03-31
LEVIN CAPITAL STRATEGIES, L.P. 62,726 64,476 3% 2021-03-31
HPM Partners LLC 62,569 71,913 13% 2021-03-31
Financial Advantage, Inc. 62,521 62,370 0% 2021-03-31
Pictet & Cie (Europe) SA 62,230 92,155 32% 2021-03-31
ARS Wealth Advisors, LLC 2,009 61,553 97% 2021-03-31
People's United Financial, Inc. 61,632 63,118 2% 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 61,579 64,964 5% 2021-03-31
Csenge Advisory Group 60,682 67,346 10% 2021-03-31
OKABENA INVESTMENT SERVICES INC 60,156 55,595 8% 2021-03-31
Ulysses ManagementLLC 60,000 40,000 50% 2021-03-31
Kingsview Wealth Management, LLC 58,935 84,542 30% 2021-03-31
Oppenheimer & Close, LLC 57,725 57,800 0% 2021-03-31
DCF Advisers, LLC 57,500 61,000 6% 2021-03-31
QUATTRO FINANCIAL ADVISORS LLC 56,844 83,871 32% 2021-03-31
Oliver Luxxe Assets LLC 56,507 56,244 0% 2021-03-31
RT Capital Management, LLC 56,333 56,573 0% 2021-03-31
MENLO ADVISORS LLC 55,852 56,833 2% 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 55,563 60,334 8% 2021-03-31
GenTrust, LLC 55,180 89,681 38% 2021-03-31
LINCOLN NATIONAL CORP 55,082 49,296 12% 2021-03-31
Mountain Lake Group 55,000 120,000 54% 2021-03-31
FIFTH THIRD SECURITIES, INC. 54,483 62,500 13% 2021-03-31
TSP Capital Management Group, LLC 54,297 54,467 0% 2021-03-31
Aevitas Wealth Management, Inc. 53,838 53,933 0% 2021-03-31
LAKE STREET FINANCIAL LLC 53,805 59,147 9% 2021-03-31
RPG Investment Advisory, LLC 53,405 37,892 41% 2021-03-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 52,512 62,863 16% 2021-03-31
Core Alternative Capital 52,358 57,266 9% 2021-03-31
Toroso Investments, LLC 52,085 42,001 24% 2021-03-31
Streettalk Advisors, LLC 52,003 22,708 129% 2021-03-31
Swan Wealth Advisors, Inc. 52,000 53,400 3% 2021-03-31
Laurel Wealth Advisors, Inc. 51,911 48,806 6% 2021-03-31
ALLIANCEBERNSTEIN L.P. 51,880 51,883 0% 2021-03-31
Novak Financial Planning, LLC 51,835 54,480 5% 2021-03-31
Independent Advisor Alliance 51,542 41,479 24% 2021-03-31
H D Vest Advisory Services 51,493 102,739 50% 2021-03-31
Intrua Financial, LLC 51,211 0 New Buy 2021-03-31
COMMERCE BANK N A/MO 51,074 21,532 137% 2021-03-31
MJP ASSOCIATES INC /ADV 51,029 47,178 8% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 50,573 54,616 7% 2021-03-31
Palumbo Wealth Management LLC 50,428 0 New Buy 2021-03-31
CONTINENTAL ADVISORS LLC 50,000 0 New Buy 2021-03-31
BLUEFIN CAPITAL MANAGEMENT, LLC 50,000 45,000 11% 2021-03-31
Cumberland Partners Ltd 49,733 51,824 4% 2021-03-31
FLOW TRADERS U.S. LLC 48,432 0 New Buy 2021-03-31
FIRST MANHATTAN CO 47,549 0 New Buy 2021-03-31
Parallel Advisors, LLC 47,311 51,053 7% 2021-03-31
Greytown Advisors Inc. 47,230 0 New Buy 2021-03-31
Fieldpoint Private Securities, LLC 47,124 54,506 14% 2021-03-31
Cornerstone Advisory, LLP 6,713 0 New Buy 2021-03-31
Brio Consultants, LLC 46,205 44,084 5% 2021-03-31
D'Orazio & Associates, Inc. 46,084 50,835 9% 2021-03-31
Intellectus Partners, LLC 45,963 974 4,619% 2021-03-31
Avestar Capital, LLC 45,923 61,715 26% 2021-03-31
Biltmore Wealth Management, LLC 45,722 31,304 46% 2021-03-31
Alpha Cubed Investments, LLC 45,410 63,810 29% 2021-03-31
David R. Rahn & Associates Inc. 44,942 45,118 0% 2021-03-31
Omnia Family Wealth, LLC 44,645 0 New Buy 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 44,620 47,991 7% 2021-03-31
DAVENPORT & CO LLC 44,555 42,314 5% 2021-03-31
Independent Family Office, LLC 44,434 43,707 2% 2021-03-31
FIRST MERCANTILE TRUST CO 44,081 45,427 3% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 44,065 44,249 0% 2021-03-31
DDD Partners, LLC 43,914 0 New Buy 2021-03-31
Goss Wealth Management LLC 43,788 44,882 2% 2021-03-31
Compass Ion Advisors, LLC 43,773 54,444 20% 2021-03-31
GAMCO INVESTORS, INC. ET AL 43,715 45,015 3% 2021-03-31
Sterling Investment Advisors, Ltd. 43,011 36,801 17% 2021-03-31
Perennial Advisors, LLC 42,564 42,569 0% 2021-03-31
OARSMAN CAPITAL, INC. 42,411 52,042 19% 2021-03-31
Jacobi Capital Management LLC 42,221 43,336 3% 2021-03-31
BLUE SQUARE ASSET MANAGEMENT, LLC 42,137 55,328 24% 2021-03-31
EDMOND DE ROTHSCHILD HOLDING S.A. 2,844 2,844 No Change 2021-03-31
OLD MISSION CAPITAL LLC 41,209 0 New Buy 2021-03-31
Burns Wealth Management, Inc. 2,316 98,169 98% 2021-03-31
BP WEALTH MANAGEMENT, LLC 0 97,171 Sold Out 2021-03-31
CAXTON CORP 40,820 41,161 1% 2021-03-31
Randolph Co Inc 40,789 40,711 0% 2021-03-31
Red Door Wealth Management, LLC 40,490 62,201 35% 2021-03-31
Hamilton Wealth, LLC 40,316 50,862 21% 2021-03-31
Ionic Capital Management LLC 40,000 0 New Buy 2021-03-31
Intrinsic Edge Capital Management LLC 40,000 70,000 43% 2021-03-31
GFS Advisors, LLC 39,399 5,814 578% 2021-03-31
Beacon Pointe Advisors, LLC 39,399 13,285 197% 2021-03-31
RGT Capital Management, Ltd. 39,018 39,018 No Change 2021-03-31
DFPG INVESTMENTS, INC. 38,882 21,816 78% 2021-03-31
LGL PARTNERS, LLC 38,782 44,281 12% 2021-03-31
Abbrea Capital, LLC 38,679 35,194 10% 2021-03-31
Westover Capital Advisors, LLC 38,492 37,970 1% 2021-03-31
Capital Advisors Wealth Management, LLC 38,429 0 New Buy 2021-03-31
Centennial Wealth Advisory LLC 38,093 0 New Buy 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 2,715 39,066 93% 2021-03-31
swisspartners Advisors Ltd 37,160 37,080 0% 2021-03-31
ATRIA INVESTMENTS LLC 37,034 47,915 23% 2021-03-31
Select Asset Management & Trust 36,963 48,567 24% 2021-03-31
BNC WEALTH MANAGEMENT, LLC 36,802 45,404 19% 2021-03-31
Fortis Advisors, LLC 36,740 26,169 40% 2021-03-31
Perigon Wealth Management, LLC 36,652 38,697 5% 2021-03-31
Nadler Financial Group, Inc. 36,490 40,110 9% 2021-03-31
Essex Financial Services, Inc. 35,480 32,723 8% 2021-03-31
CHAI TRUST CO LLC 35,000 0 New Buy 2021-03-31
INGALLS & SNYDER LLC 34,672 35,629 3% 2021-03-31
ALPINE WOODS CAPITAL INVESTORS, LLC 34,400 83,400 59% 2021-03-31
PineBridge Investments Ltd 33,728 33,728 No Change 2021-03-31
Harborview Advisors, LLC 33,708 27,947 21% 2021-03-31
Cribstone Capital Management, LLC 33,356 31,259 7% 2021-03-31
Visionary Wealth Advisors 33,302 39,313 15% 2021-03-31
Bellecapital International Ltd. 33,237 23,572 41% 2021-03-31
Lloyd Advisory Services, LLC. 32,997 95,006 65% 2021-03-31
Mirador Capital Partners LP 32,958 30,410 8% 2021-03-31
Grand Central Investment Group 32,839 33,496 2% 2021-03-31
IHT Wealth Management, LLC 32,198 41,227 22% 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 32,168 32,092 0% 2021-03-31
Choate Investment Advisors 32,153 32,153 No Change 2021-03-31
Hilltop Holdings Inc. 31,695 55,248 43% 2021-03-31
STEPHENS INC /AR/ 31,543 30,910 2% 2021-03-31
Princeton Global Asset Management LLC 31,323 31,009 1% 2021-03-31
Ancora Advisors, LLC 30,992 31,707 2% 2021-03-31
Capital Wealth Planning, LLC 30,911 43,858 30% 2021-03-31
D.B. Root & Company, LLC 30,634 32,066 4% 2021-03-31
Annex Advisory Services, LLC 30,468 29,876 2% 2021-03-31
Global Endowment Management, LP 30,000 30,000 No Change 2021-03-31
Blue Fin Capital, Inc. 29,992 29,005 3% 2021-03-31
IFP Advisors, Inc 29,396 63,030 53% 2021-03-31
HOWLAND CAPITAL MANAGEMENT INC 28,776 28,966 1% 2021-03-31
Marathon Trading Investment Management LLC 28,692 123,392 77% 2021-03-31
HUNTINGTON NATIONAL BANK 28,083 30,294 7% 2021-03-31
Cranbrook Wealth Management, LLC 27,911 28,061 1% 2021-03-31
Belpointe Asset Management LLC 27,671 36,285 24% 2021-03-31
Sontag Advisory, LLC 27,637 22,500 23% 2021-03-31
HCR Wealth Advisors 27,620 30,366 9% 2021-03-31
ASSOCIATED BANC-CORP 27,465 26,773 3% 2021-03-31
Oakmont Partners LLC 27,464 29,278 6% 2021-03-31
Fort Point Capital Partners, LLC 27,460 25,288 9% 2021-03-31
HAMEL ASSOCIATES, INC. 27,385 23,010 19% 2021-03-31
Cadent Capital Advisors, LLC 27,370 26,260 4% 2021-03-31
Integrated Investment Consultants, LLC 27,175 0 New Buy 2021-03-31
Baron Financial Group, LLC 27,116 24,546 10% 2021-03-31
WOLVERINE ASSET MANAGEMENT LLC 4,670 3,570 31% 2021-03-31
WEATHERLY ASSET MANAGEMENT LP /ADV 26,971 28,191 4% 2021-03-31
Executive Wealth Management, LLC 26,823 25,889 4% 2021-03-31
Newport Wealth Strategies, Inc. 26,607 24,147 10% 2021-03-31
Cassia Capital Partners, LLC 26,341 24,018 10% 2021-03-31
M Holdings Securities, Inc. 26,323 25,175 5% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 26,203 30,869 15% 2021-03-31
COMERICA SECURITIES,INC. 25,848 22,751 14% 2021-03-31
J.W. COLE ADVISORS, INC. 25,587 27,497 7% 2021-03-31
NEXT Financial Group, Inc 25,563 23,765 8% 2021-03-31
HawsGoodwin Investment Management LLC 25,561 28,340 10% 2021-03-31
Meridian Wealth Management, LLC 25,539 29,746 14% 2021-03-31
TCTC Holdings, LLC 25,400 25,225 1% 2021-03-31
Parisi Gray Wealth Management 25,282 25,468 1% 2021-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 25,117 19,079 32% 2021-03-31
CABOT MONEY MANAGEMENT INC 25,008 25,340 1% 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 24,858 24,849 0% 2021-03-31
CWM, LLC 24,529 25,145 2% 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,425 24,808 2% 2021-03-31
Conservest Capital Advisors, Inc. 24,265 23,851 2% 2021-03-31
Lokken Investment Group LLC 24,204 25,560 5% 2021-03-31
NORTH STAR ASSET MANAGEMENT INC 24,183 22,976 5% 2021-03-31
Altavista Wealth Management, Inc. 24,042 26,762 10% 2021-03-31
Hayden Royal, LLC 24,037 0 New Buy 2021-03-31
HYMAN CHARLES D 24,008 23,808 1% 2021-03-31
AJ WEALTH STRATEGIES, LLC 23,620 14,557 62% 2021-03-31
LS Investment Advisors, LLC 23,605 16,700 41% 2021-03-31
New Vernon Capital Holdings II LLC 23,566 88,179 73% 2021-03-31
Annandale Capital, LLC 23,420 23,420 No Change 2021-03-31
Interactive Financial Advisors 23,382 21,581 8% 2021-03-31
Parcion Private Wealth LLC 23,199 41,950 45% 2021-03-31
Integrated Wealth Concepts LLC 23,030 30,100 23% 2021-03-31
BBR PARTNERS, LLC 22,864 24,564 7% 2021-03-31
Morris Retirement Advisors, LLC 22,489 2,059 992% 2021-03-31
PFG Advisors 22,465 19,905 13% 2021-03-31
AUGUSTINE ASSET MANAGEMENT INC 22,412 60,927 63% 2021-03-31
Hartland & Co., LLC 22,344 22,713 2% 2021-03-31
Harvest Fund Management Co., Ltd 22,120 29,690 25% 2021-03-31
Narwhal Capital Management 21,982 23,214 5% 2021-03-31
Madrona Financial Services, LLC 21,951 19,434 13% 2021-03-31
MONTAG A & ASSOCIATES INC 21,052 21,077 0% 2021-03-31
Capital Analysts, Inc. 20,710 18,117 14% 2021-03-31
SkyView Investment Advisors, LLC 20,592 19,627 5% 2021-03-31
Good Life Advisors, LLC 20,514 24,833 17% 2021-03-31
GARDNER LEWIS ASSET MANAGEMENT L P 20,380 20,380 No Change 2021-03-31
SIMPLEX TRADING, LLC 20,305 23,955 15% 2021-03-31
Independence Bank of Kentucky 20,130 15,275 32% 2021-03-31
Granby Capital Management, LLC 20,000 0 New Buy 2021-03-31
Mount Yale Investment Advisors, LLC 19,942 18,237 9% 2021-03-31
Quantum Capital Management, LLC / NJ 19,784 53,402 63% 2021-03-31
Hedeker Wealth Management Group, LLC 19,577 19,546 0% 2021-03-31
Axiom Investment Management LLC 19,438 0 New Buy 2021-03-31
Danda Trouve Investment Management, Inc. 19,376 19,990 3% 2021-03-31
Jaffetilchin Investment Partners, LLC 19,361 27,317 29% 2021-03-31
FineMark National Bank & Trust 19,339 15,228 27% 2021-03-31
Mutual Advisors, LLC 19,301 19,576 1% 2021-03-31
MONECO Advisors, LLC 19,263 17,966 7% 2021-03-31
ExodusPoint Capital Management, LP 19,203 0 New Buy 2021-03-31
G&S Capital LLC 19,112 16,774 14% 2021-03-31
PRUDENTIAL FINANCIAL INC 19,018 8,808 116% 2021-03-31
Buckingham Asset Management, LLC 18,939 15,950 19% 2021-03-31
Cresset Asset Management, LLC 18,819 0 New Buy 2021-03-31
Minot Wealth Management LLC 18,794 43,708 57% 2021-03-31
TAYLOR INVESTMENT COUNSELORS LLC 18,771 18,998 1% 2021-03-31
PEDDOCK CAPITAL ADVISORS, LLC 18,596 12,631 47% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 18,560 19,086 3% 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 18,441 18,412 0% 2021-03-31
Crew Capital Management, Ltd. 18,422 0 New Buy 2021-03-31
Hollow Brook Associates LLC 18,367 0 New Buy 2021-03-31
MBL Wealth, LLC 18,289 20,156 9% 2021-03-31
EATON VANCE MANAGEMENT 18,274 0 New Buy 2021-03-31
BBVA USA BANCSHARES INC 18,177 16,431 11% 2021-03-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 18,112 19,280 6% 2021-03-31
Arkadios Wealth Advisors 18,049 24,107 25% 2021-03-31
Milestone Group, Inc. 18,024 18,257 1% 2021-03-31
Mayflower Financial Advisors, LLC 17,977 0 New Buy 2021-03-31
GM Advisory Group, Inc. 17,923 18,148 1% 2021-03-31
VisionPoint Advisory Group, LLC 17,891 26,356 32% 2021-03-31
Rehmann Capital Advisory Group 17,847 19,197 7% 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 17,835 18,427 3% 2021-03-31
Laurel Wealth Planning LLC 17,709 16,002 11% 2021-03-31
Capital Advisory Group Advisory Services, LLC 17,654 27,461 36% 2021-03-31
E&G Advisors, LP 17,279 17,556 2% 2021-03-31
CHARTER TRUST CO 17,097 24,660 31% 2021-03-31
Patton Fund Management, Inc. 16,893 17,692 5% 2021-03-31
Hanson McClain, Inc. 16,812 11,266 49% 2021-03-31
PICTET BANK & TRUST Ltd 16,770 16,770 No Change 2021-03-31
Inscription Capital, LLC 16,431 21,391 23% 2021-03-31
Ausdal Financial Partners, Inc. 16,399 29,125 44% 2021-03-31
Diversified, LLC 16,194 15,825 2% 2021-03-31
Wakefield Asset Management LLLP 16,183 11,094 46% 2021-03-31
CENTAURUS FINANCIAL, INC. 16,168 17,927 10% 2021-03-31
Circle Wealth Management, LLC 16,055 16,170 1% 2021-03-31
UNIONBANCAL CORP 16,044 22,980 30% 2021-03-31
Point72 Asset Management, L.P. 16,000 42,500 62% 2021-03-31
Manchester Capital Management LLC 15,914 15,011 6% 2021-03-31
Aspire Private Capital, LLC 15,766 19,620 20% 2021-03-31
Integrated Advisors Network LLC 15,743 18,925 17% 2021-03-31
BROWN BROTHERS HARRIMAN & CO 15,665 16,282 4% 2021-03-31
Newman Dignan & Sheerar, Inc. 15,665 16,219 3% 2021-03-31
TORON CAPITAL MARKETS INC. 15,480 14,000 11% 2021-03-31
Northside Capital Management, LLC 15,470 14,615 6% 2021-03-31
CULLEN FROST BANKERS INC 15,416 14,792 4% 2021-03-31
Madison Asset Management, LLC 15,413 45,119 66% 2021-03-31
PINNACLE ASSOCIATES LTD 15,390 14,390 7% 2021-03-31
Gladstone Institutional Advisory LLC 15,386 0 New Buy 2021-03-31
Laidlaw Wealth Management LLC 15,311 17,281 11% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 15,187 26,580 43% 2021-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,175 15,318 1% 2021-03-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 15,152 12,880 18% 2021-03-31
BRYN MAWR TRUST CO/PA 15,007 20,355 26% 2021-03-31
PRESCOTT GROUP CAPITAL MANAGEMENT LLC 15,000 30,000 50% 2021-03-31
Manatuck Hill Partners, LLC 15,000 15,000 No Change 2021-03-31
Consolidated Investment Group LLC 15,000 15,000 No Change 2021-03-31
Veritable, L.P. 14,737 14,947 1% 2021-03-31
Intersect Capital LLC 14,704 15,886 7% 2021-03-31
CLS INVESTMENT FIRM, LLC 14,676 4,312 240% 2021-03-31
Vivaldi Capital Management, LLC 14,646 14,601 0% 2021-03-31
COURAGE CAPITAL MANAGEMENT LLC 14,625 14,625 No Change 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 14,596 14,562 0% 2021-03-31
DOHENY ASSET MANAGEMENT /CA 14,535 19,430 25% 2021-03-31
Jeereddi Investments, LP 14,500 0 New Buy 2021-03-31
Principle Wealth Partners LLC 14,487 13,262 9% 2021-03-31
Keebeck Wealth Management, LLC 14,476 18,656 22% 2021-03-31
BAILARD, INC. 14,472 15,186 5% 2021-03-31
Alliance Wealth Advisors, LLC 14,466 12,239 18% 2021-03-31
Advisor OS, LLC 14,412 13,004 11% 2021-03-31
Curran Financial Partners, LLC 14,401 5,849 146% 2021-03-31
Koshinski Asset Management, Inc. 14,380 0 New Buy 2021-03-31
Moors & Cabot, Inc. 14,368 14,113 2% 2021-03-31
Daiwa Securities Group Inc. 14,300 13,400 7% 2021-03-31
Ameraudi Asset Management, Inc. 14,241 24,476 42% 2021-03-31
Altman Advisors, Inc. 14,234 14,880 4% 2021-03-31
Capital Investment Advisors, LLC 14,214 11,307 26% 2021-03-31
KILEY JUERGENS WEALTH MANAGEMENT, LLC 14,150 12,665 12% 2021-03-31
BDO Wealth Advisors, LLC 13,672 4,902 179% 2021-03-31
Eidelman Virant Capital 13,579 13,191 3% 2021-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 13,524 14,555 7% 2021-03-31
Kore Private Wealth LLC 13,492 16,492 18% 2021-03-31
Johnson Bixby & Associates, LLC 13,492 33,691 60% 2021-03-31
Avondale Wealth Management 13,470 4,218 219% 2021-03-31
Mechanics Bank Trust Department 13,459 4,145 225% 2021-03-31
Almanack Investment Partners, LLC. 13,452 24,573 45% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 13,443 6,402 110% 2021-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,419 7,155 88% 2021-03-31
Palisades Hudson Asset Management, L.P. 13,360 13,360 No Change 2021-03-31
PERSONAL CFO SOLUTIONS, LLC 13,240 14,985 12% 2021-03-31
IEQ CAPITAL, LLC 13,170 24,495 46% 2021-03-31
Carlson Capital Management 13,150 0 New Buy 2021-03-31
Russell Investments Group, Ltd. 13,105 13,105 No Change 2021-03-31
Prospera Financial Services 12,995 5,908 120% 2021-03-31
Nokomis Capital, L.L.C. 12,948 12,948 No Change 2021-03-31
Montis Financial, LLC 12,943 12,943 No Change 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 12,895 26,597 52% 2021-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,875 13,265 3% 2021-03-31
GOULD ASSET MANAGEMENT LLC /CA/ 12,870 13,060 1% 2021-03-31
CPCM, LLC 12,771 12,971 2% 2021-03-31
Atlas Private Wealth Management 12,763 13,468 5% 2021-03-31
SCHMEIDLER A R & CO INC 12,720 12,720 No Change 2021-03-31
IPG Investment Advisors LLC 12,694 11,641 9% 2021-03-31
Camden Capital, LLC 12,662 12,346 3% 2021-03-31
Financial Architects, Inc 12,610 13,010 3% 2021-03-31
HUSSMAN ECONOMETRICS ADVISORS, INC. 12,500 12,500 No Change 2021-03-31
MONEY CONCEPTS CAPITAL CORP 12,499 0 New Buy 2021-03-31
WealthBridge Capital Management, LLC 12,417 11,993 4% 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 12,322 13,603 9% 2021-03-31
PALLADIUM PARTNERS LLC 12,183 9,983 22% 2021-03-31
Homrich & Berg 12,156 0 New Buy 2021-03-31
Glovista Investments LLC 12,130 16,476 26% 2021-03-31
Modus Advisors, LLC 12,027 11,822 2% 2021-03-31
PROEQUITIES, INC. 11,920 12,574 5% 2021-03-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 11,855 14,781 20% 2021-03-31
Northeast Financial Consultants Inc 11,830 11,827 0% 2021-03-31
Donald L. Hagan, LLC 11,794 11,892 1% 2021-03-31
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 11,752 0 New Buy 2021-03-31
NWAM LLC 11,646 7,556 54% 2021-03-31
Allen Investment Management LLC 11,631 11,631 No Change 2021-03-31
TCF National Bank 11,620 13,710 15% 2021-03-31
WEALTHSOURCE PARTNERS, LLC 11,590 6,646 74% 2021-03-31
BRIGHTON JONES LLC 11,545 25,589 55% 2021-03-31
1ST SOURCE BANK 11,536 11,314 2% 2021-03-31
RSM US WEALTH MANAGEMENT LLC 11,524 5,092 126% 2021-03-31
REGIONS FINANCIAL CORP 11,485 10,845 6% 2021-03-31
44 WEALTH MANAGEMENT LLC 11,377 11,066 3% 2021-03-31
Colonial Asset Management, Inc. 11,221 11,921 6% 2021-03-31
GoalVest Advisory LLC 11,200 14,576 23% 2021-03-31
Joel Isaacson & Co., LLC 11,177 9,291 20% 2021-03-31
Providence Wealth Advisors, LLC 11,158 7,239 54% 2021-03-31
BROWN ADVISORY HOLDINGS INC 11,070 3,570 210% 2021-03-31
Aveo Capital Partners, LLC 100 0 New Buy 2021-03-31
Global Retirement Partners, LLC 11,028 30,213 63% 2021-03-31
Covenant Multifamily Offices, LLC 10,942 10,950 0% 2021-03-31
Lido Advisors, LLC 10,859 11,524 6% 2021-03-31
Strategic Blueprint, LLC 10,852 9,784 11% 2021-03-31
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 10,832 10,660 2% 2021-03-31
SeaCrest Wealth Management, LLC 10,829 10,908 1% 2021-03-31
RFG Advisory Group, LLC 10,801 9,247 17% 2021-03-31
Aberdeen Wealth Management LLC 10,783 11,343 5% 2021-03-31
MADDEN SECURITIES Corp 10,764 11,592 7% 2021-03-31
RAYMOND JAMES TRUST CO 10,735 11,947 10% 2021-03-31
MCRAE CAPITAL MANAGEMENT INC 10,695 10,195 5% 2021-03-31
RETIREMENT INCOME SOLUTIONS, INC 10,619 11,672 9% 2021-03-31
Relyea Zuckerberg Hanson LLC 10,508 6,723 56% 2021-03-31
WETHERBY ASSET MANAGEMENT INC 10,473 10,483 0% 2021-03-31
MEMBERS Trust Co 10,435 7,615 37% 2021-03-31
Inlet Private Wealth, LLC 10,343 11,493 10% 2021-03-31
PITCAIRN CO 10,275 0 New Buy 2021-03-31
EVERGREEN CAPITAL MANAGEMENT LLC 10,265 0 New Buy 2021-03-31
Fortis Capital Management LLC 10,261 7,812 31% 2021-03-31
Southeast Asset Advisors Inc. 10,224 1,672 511% 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 10,201 10,543 3% 2021-03-31
Berman Capital Advisors, LLC 10,177 667 1,426% 2021-03-31
Hudson Capital Management LLC 10,040 10,091 1% 2021-03-31
Hanson Investment Management 10,039 10,111 1% 2021-03-31
GRUSS & CO INC 10,000 15,000 33% 2021-03-31
HAVERFORD TRUST CO 10,000 10,000 No Change 2021-03-31
AMERITAS INVESTMENT CORP 9,891 6,171 60% 2021-03-31
Legacy Advisors, LLC 9,790 9,790 No Change 2021-03-31
LLBH Private Wealth Management, LLC 9,784 9,784 No Change 2021-03-31
Model Capital Management LLC 9,728 9,728 No Change 2021-03-31
Private Harbour Investment Management & Counsel, LLC 9,694 9,894 2% 2021-03-31
OPTIMUM INVESTMENT ADVISORS 9,658 9,650 0% 2021-03-31
Meridian Wealth Advisors, LLC 9,654 1,404 588% 2021-03-31
Kovack Advisors, Inc. 9,640 8,667 11% 2021-03-31
AUA CAPITAL MANAGEMENT, LLC 9,587 9,587 No Change 2021-03-31
Baker Ellis Asset Management LLC 9,577 9,577 No Change 2021-03-31
Hudock Moyer Wealth Resources, LLC 9,543 10,247 7% 2021-03-31
Community Bank, N.A. 9,487 9,217 3% 2021-03-31
HBK Sorce Advisory LLC 9,467 9,194 3% 2021-03-31
Proficio Capital Partners LLC 9,466 14,777 36% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,078 0 New Buy 2021-03-31
180 WEALTH ADVISORS, LLC 9,406 4,747 98% 2021-03-31
Benin Management CORP 9,365 8,265 13% 2021-03-31
Firestone Capital Management 9,218 8,692 6% 2021-03-31
Mosaic Advisors LLC 9,184 0 New Buy 2021-03-31
Maryland Capital Management, LLC 9,154 9,417 3% 2021-03-31
Main Street Financial Solutions, LLC 9,145 15,282 40% 2021-03-31
Personal Capital Advisors Corp 9,076 9,036 0% 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 8,931 8,749 2% 2021-03-31
Coastal Investment Advisors, Inc. 8,889 10,571 16% 2021-03-31
MISSION CREEK CAPITAL PARTNERS, INC 8,843 9,463 7% 2021-03-31
SageGuard Financial Group, LLC 5,816 0 New Buy 2021-03-31
OLD NATIONAL BANCORP /IN/ 8,724 8,545 2% 2021-03-31
Pacitti Group Inc. 8,647 9,944 13% 2021-03-31
LAKE STREET ADVISORS GROUP, LLC 8,643 8,043 7% 2021-03-31
CWA Asset Management Group, LLC 8,605 67,887 87% 2021-03-31
MMA ASSET MANAGEMENT LLC 8,603 7,684 12% 2021-03-31
Verition Fund Managegment LLC 8,600 200,000 96% 2021-03-31
Orion Portfolio Solutions, LLC 8,580 7,753 11% 2021-03-31
Sound Point Capital Management, LP 8,539 0 New Buy 2021-03-31
Elevated Capital Advisors, LLC 8,496 13,078 35% 2021-03-31
Wealthcare Advisory Partners LLC 8,490 8,278 3% 2021-03-31
Laurel Wealth Advisors LLC 8,430 8,362 1% 2021-03-31
Ariel Capital Advisors, LLC 8,400 8,400 No Change 2021-03-31
LCNB CORP 8,299 10,392 20% 2021-03-31
INVERNESS COUNSEL INC /NY/ 8,293 8,293 No Change 2021-03-31
A. D. Beadell Investment Counsel, Inc. 8,285 8,285 No Change 2021-03-31
BECK MACK & OLIVER LLC 8,148 8,384 3% 2021-03-31
PIER 88 INVESTMENT PARTNERS LLC 1,100 3,700 70% 2021-03-31
Source Financial Advisors LLC 8,094 7,258 12% 2021-03-31
CARLSON CAPITAL L P 8,000 8,000 No Change 2021-03-31
Privium Fund Management (UK) Ltd 8,000 6,250 28% 2021-03-31
Greystone Financial Group, LLC 7,991 9,333 14% 2021-03-31
Nicholas Hoffman & Company, LLC. 7,942 9,177 13% 2021-03-31
HoyleCohen, LLC 7,939 8,313 4% 2021-03-31
Clear Harbor Asset Management, LLC 7,845 7,528 4% 2021-03-31
Fiduciary Planning LLC 7,804 7,804 No Change 2021-03-31
Capital Bank & Trust Co 7,772 7,725 1% 2021-03-31
Chevy Chase Trust Holdings, Inc. 7,721 7,406 4% 2021-03-31
Capital Asset Advisory Services LLC 7,665 6,839 12% 2021-03-31
TrinityPoint Wealth, LLC 7,645 7,455 3% 2021-03-31
BRAVE ASSET MANAGEMENT INC 7,600 5,257 45% 2021-03-31
EXCALIBUR MANAGEMENT CORP 7,519 4,621 63% 2021-03-31
Johanson Financial Advisors, Inc. 7,511 8,921 16% 2021-03-31
Sassicaia Capital Advisers LLC 7,500 0 New Buy 2021-03-31
Cambridge Advisors Inc. 7,483 7,524 1% 2021-03-31
Bard Financial Services, Inc. 7,375 8,000 8% 2021-03-31
EPG Wealth Management LLC 7,374 11,824 38% 2021-03-31
Barber Financial Group, Inc. 7,370 8,239 11% 2021-03-31
Amussen Hunsaker & Associates LLC 7,333 8,256 11% 2021-03-31
PETERSEN FLYNN & DINSMORE INC 7,286 7,316 0% 2021-03-31
EP Wealth Advisors, Inc. 7,272 7,849 7% 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 7,257 7,257 No Change 2021-03-31
CYPRESS ASSET MANAGEMENT INC/TX 7,250 7,315 1% 2021-03-31
Magnus Financial Group LLC 7,223 4,107 76% 2021-03-31
FINANCIAL MANAGEMENT NETWORK INC 7,211 4,826 49% 2021-03-31
StrongBox Wealth, LLC 7,193 5,105 41% 2021-03-31
Procyon Private Wealth Partners, LLC 7,175 7,217 1% 2021-03-31
NVWM, LLC 7,136 16,364 56% 2021-03-31
LYELL WEALTH MANAGEMENT, LP 7,110 5,420 31% 2021-03-31
Capital Investment Advisory Services, LLC 7,080 7,751 9% 2021-03-31
Fermata Advisors, LLC 7,031 0 New Buy 2021-03-31
MBA Advisors LLC 7,031 0 New Buy 2021-03-31
Investors Financial Group, LLC 6,917 5,271 31% 2021-03-31
Financial Network Wealth Management LLC 6,915 7,065 2% 2021-03-31
Pinnacle Wealth Planning Services, Inc. 6,902 4,308 60% 2021-03-31
McCutchen Group LLC 6,870 6,870 No Change 2021-03-31
Americana Partners, LLC 6,851 31,981 79% 2021-03-31
Beirne Wealth Consulting Services, LLC 6,777 6,777 No Change 2021-03-31
Rothschild & Co Wealth Management UK Ltd 6,750 6,750 No Change 2021-03-31
Advisors Preferred, LLC 6,716 7,589 12% 2021-03-31
CAROLINAS WEALTH CONSULTING LLC 6,680 6,895 3% 2021-03-31
Harfst & Associates, Inc. 6,654 0 New Buy 2021-03-31
Foster Group, Inc. 6,637 6,637 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 6,607 6,132 8% 2021-03-31
Occidental Asset Management, LLC 6,578 6,103 8% 2021-03-31
Linscomb & Williams, Inc. 6,420 4,868 32% 2021-03-31
PIN OAK INVESTMENT ADVISORS INC 6,365 6,385 0% 2021-03-31
Cedar Wealth Management, LLC 6,329 7,468 15% 2021-03-31
Family Management Corp 6,306 1,506 319% 2021-03-31
Arcus Capital Partners, LLC 6,277 6,017 4% 2021-03-31
Clearbridge Advisors, LLC 6,235 6,835 9% 2021-03-31
Wall Street Access Asset Management, LLC 6,204 6,194 0% 2021-03-31
Nelson Roberts Investment Advisors, LLC 6,096 6,096 No Change 2021-03-31
Kistler-Tiffany Companies, LLC 6,078 3,358 81% 2021-03-31
HM PAYSON & CO 6,032 4,582 32% 2021-03-31
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 6,009 3,085 95% 2021-03-31
M. Kraus & Co 5,999 5,999 No Change 2021-03-31
Cornerstone Wealth Management, LLC 5,954 3,711 60% 2021-03-31
Addison Capital Co 5,920 6,061 2% 2021-03-31
EFG Asset Management (Americas) Corp. 5,853 5,853 No Change 2021-03-31
KCM INVESTMENT ADVISORS LLC 5,846 6,540 11% 2021-03-31
Roundview Capital LLC 5,837 5,809 0% 2021-03-31
Premier Asset Managment LLC 5,800 5,800 No Change 2021-03-31
Requisite Capital Management, LLC 5,795 11,628 50% 2021-03-31
CALTON & ASSOCIATES, INC. 5,783 5,692 2% 2021-03-31
Granite Investment Advisors, Inc. 5,702 5,702 No Change 2021-03-31
New England Private Wealth Advisors LLC 5,672 5,672 No Change 2021-03-31
PDS Planning, Inc 5,672 5,604 1% 2021-03-31
Patten Group, Inc. 5,657 6,666 15% 2021-03-31
Pegasus Asset Management, Inc. 5,648 5,592 1% 2021-03-31
Private Portfolio Partners LLC 5,629 0 New Buy 2021-03-31
PRW Wealth Management LLC 5,611 47,969 88% 2021-03-31
Aft, Forsyth & Company, Inc. 5,600 4,600 22% 2021-03-31
Modera Wealth Management, LLC 5,595 5,595 No Change 2021-03-31
Moloney Securities Asset Management, LLC 5,522 6,094 9% 2021-03-31
GABLES CAPITAL MANAGEMENT INC. 5,520 6,320 13% 2021-03-31
Marketfield Asset Management LLC 5,482 5,482 No Change 2021-03-31
Columbus Macro, LLC 5,431 5,966 9% 2021-03-31
Botty Investors LLC 5,415 5,415 No Change 2021-03-31
CHIRON CAPITAL MANAGEMENT, LLC 5,400 0 New Buy 2021-03-31
NKCFO LLC 5,365 8,490 37% 2021-03-31
FORBES J M & CO LLP 5,318 0 New Buy 2021-03-31
Lakeview Capital Partners, LLC 5,317 4,610 15% 2021-03-31
Annapolis Financial Services, LLC 5,293 5,280 0% 2021-03-31
Accel Wealth Management 5,278 5,206 1% 2021-03-31
Concorde Asset Management, LLC 5,247 3,170 66% 2021-03-31
Argent Trust Co 5,233 5,330 2% 2021-03-31
Delta Investment Management, LLC 5,225 13,293 61% 2021-03-31
COWA, LLC 5,214 4,784 9% 2021-03-31
Retirement Group, LLC 5,207 275 1,793% 2021-03-31
Stamos Capital Partners, L.P. 5,200 5,200 No Change 2021-03-31
Pathstone Family Office, LLC 5,146 6,402 20% 2021-03-31
GRIMES & COMPANY, INC. 5,057 5,166 2% 2021-03-31
IRONWOOD INVESTMENT MANAGEMENT LLC 5,057 5,088 1% 2021-03-31
TRUE Private Wealth Advisors 5,036 2,202 129% 2021-03-31
Pensionmark Financial Group, LLC 5,026 0 New Buy 2021-03-31
MEYER HANDELMAN CO 5,000 5,400 7% 2021-03-31
Clal Insurance Enterprises Holdings Ltd 5,000 5,000 No Change 2021-03-31
BOOTHBAY FUND MANAGEMENT, LLC 5,000 4,300 16% 2021-03-31
ASSET MANAGEMENT CORP /IL/ /ADV 4,985 20,585 76% 2021-03-31
Crescent Capital Consulting, LLC 0 1 Sold Out 2021-03-31
ANCHOR CAPITAL ADVISORS INC 4,920 5,385 9% 2021-03-31
DeDora Capital, Inc. 4,891 4,631 6% 2021-03-31
ACCESS FINANCIAL SERVICES, INC. 4,836 4,548 6% 2021-03-31
Greenline Partners, LLC 4,835 4,912 2% 2021-03-31
Barrett Asset Management, LLC 4,819 5,875 18% 2021-03-31
Robertson Stephens Wealth Management, LLC 4,810 2,200 119% 2021-03-31
Regent Peak Wealth Advisors LLC 4,776 423 1,029% 2021-03-31
California Capital Advisors, Inc. 4,763 4,778 0% 2021-03-31
ProVise Management Group, LLC 4,757 4,611 3% 2021-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 4,741 5,576 15% 2021-03-31
HORIZON ASSET MANAGEMENT INC/NY 4,732 0 New Buy 2021-03-31
MOSELEY INVESTMENT MANAGEMENT INC 4,690 4,690 No Change 2021-03-31
CMG Global Holdings, LLC 4,689 0 New Buy 2021-03-31
Onyx Bridge Wealth Group LLC 4,686 3,819 23% 2021-03-31
Kingfisher Capital LLC 4,657 4,634 0% 2021-03-31
Joseph P. Lucia & Associates, LLC 4,619 5,734 19% 2021-03-31
Lumature Wealth Partners, LLC 4,601 3,582 28% 2021-03-31
Aries Wealth Management 4,596 3,768 22% 2021-03-31
Budros, Ruhlin & Roe, Inc. 4,592 3,905 18% 2021-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 4,564 383,195 99% 2021-03-31
Brown Advisory Securities, LLC 4,546 4,340 5% 2021-03-31
Ahrens Investment Partners LLC 4,507 4,995 10% 2021-03-31
Green Square Asset Management, LLC 4,500 0 New Buy 2021-03-31
DELTEC ASSET MANAGEMENT LLC 4,474 19,934 78% 2021-03-31
CRA Financial Services, LLC 4,464 1,425 213% 2021-03-31
Navis Wealth Advisors, LLC 4,460 4,748 6% 2021-03-31
Strategic Wealth Management Group, LLC 4,448 4,142 7% 2021-03-31
RWM Asset Management, LLC 4,443 6,091 27% 2021-03-31
Rock Creek Group, LP 4,438 989 349% 2021-03-31
FinTrust Capital Advisors, LLC 4,428 0 New Buy 2021-03-31
Professional Financial Advisors, LLC 4,370 5,242 17% 2021-03-31
Busey Trust CO 4,363 4,363 No Change 2021-03-31
BOENNING & SCATTERGOOD, INC. 4,361 3,632 20% 2021-03-31
SignalPoint Asset Management, LLC 4,330 0 New Buy 2021-03-31
CAMDEN NATIONAL CORP 4,325 0 New Buy 2021-03-31
TELEMUS CAPITAL, LLC 4,312 4,355 1% 2021-03-31
American Institute for Advanced Investment Management, LLP 4,308 4,308 No Change 2021-03-31
Gradient Capital Advisors, LLC 4,296 4,321 1% 2021-03-31
Ruffer LLP 4,291 3,893 10% 2021-03-31
Crewe Advisors LLC 4,254 4,254 No Change 2021-03-31
Harrington Investments, INC 4,250 4,025 6% 2021-03-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 4,244 4,094 4% 2021-03-31
BOURGEON CAPITAL MANAGEMENT LLC 4,230 4,180 1% 2021-03-31
ZACKS INVESTMENT MANAGEMENT 4,210 4,967 15% 2021-03-31
Astor Investment Management LLC 4,197 112,722 96% 2021-03-31
Running Point Capital Advisors, LLC 4,193 3,789 11% 2021-03-31
Wolff Financial Management LLC 4,179 4,173 0% 2021-03-31
Parsec Financial Management, Inc. 4,173 0 New Buy 2021-03-31
Carroll Financial Associates, Inc. 4,161 3,843 8% 2021-03-31
Harvest Investment Services, LLC 4,154 2,424 71% 2021-03-31
Kalos Management, Inc. 4,151 4,318 4% 2021-03-31
KFA Private Wealth Group, LLC 4,106 4,113 0% 2021-03-31
PATRON PARTNERS ADVISORS, LLC 4,101 4,312 5% 2021-03-31
Head & Associates, LLC 4,096 0 New Buy 2021-03-31
Archer Investment Corp 4,059 3,958 3% 2021-03-31
BSW Wealth Partners 4,054 4,040 0% 2021-03-31
Krilogy Financial LLC 4,036 12,565 68% 2021-03-31
Crescent Grove Advisors, LLC 4,023 3,873 4% 2021-03-31
Global Strategic Investment Solutions, LLC 4,016 0 New Buy 2021-03-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 4,011 4,299 7% 2021-03-31
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC(Hotchkis and Wiley) 4,000 0 New Buy 2021-03-31
S. MUOIO & CO. LLC 4,000 10,000 60% 2021-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,992 3,859 3% 2021-03-31
Castellan Group, LLC 3,962 0 New Buy 2021-03-31
greenwich Wealth Management LLC 3,945 0 New Buy 2021-03-31
Bridgeworth, LLC 3,938 3,985 1% 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 3,926 2,304 70% 2021-03-31
DOWLING & YAHNKE INC 3,900 3,975 2% 2021-03-31
CAPITAL ONE FINANCIAL CORP 3,899 4,965 21% 2021-03-31
GeoWealth Management, LLC 3,883 20,990 82% 2021-03-31
Cardan Capital Partners, LLC 3,856 3,756 3% 2021-03-31
GRT CAPITAL PARTNERS LLC 3,854 4,474 14% 2021-03-31
Country Club Trust Company, n.a. 3,848 3,748 3% 2021-03-31
Old Port Advisors 3,834 3,050 26% 2021-03-31
Atlanta Capital Group 3,820 6,469 41% 2021-03-31
LVW Advisors, LLC 3,819 4,137 8% 2021-03-31
MANCHESTER FINANCIAL INC 3,809 962 296% 2021-03-31
Bragg Financial Advisors, Inc 3,785 3,719 2% 2021-03-31
Calamos Wealth Management LLC 3,770 3,770 No Change 2021-03-31
All Terrain Financial Advisors, LLC 3,761 3,780 1% 2021-03-31
Bradley & Co. Private Wealth Management, LLC 3,738 0 New Buy 2021-03-31
Garde Capital, Inc. 3,726 5,838 36% 2021-03-31
Insight Advisors, LLC/ PA 3,714 2,629 41% 2021-03-31
HOWE & RUSLING INC 3,706 3,123 19% 2021-03-31
CUTLER INVESTMENT COUNSEL LLC 3,650 4,047 10% 2021-03-31
CAMBRIDGE TRUST CO 3,615 3,665 1% 2021-03-31
Brick & Kyle, Associates 3,610 3,610 No Change 2021-03-31
Biondo Investment Advisors, LLC 3,585 3,392 6% 2021-03-31
CLAUDIA M.P. BATLLE, CRP (R) LLC 3,567 3,744 5% 2021-03-31
TIEMANN INVESTMENT ADVISORS, LLC 3,563 10,872 67% 2021-03-31
Regis Management CO LLC 3,530 3,825 8% 2021-03-31
Centric Wealth Management 3,512 0 New Buy 2021-03-31
MARINO, STRAM & ASSOCIATES LLC 3,505 3,505 No Change 2021-03-31
Baldwin Investment Management, LLC 3,500 3,560 2% 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 3,475 3,475 No Change 2021-03-31
REGENTATLANTIC CAPITAL LLC 3,455 4,409 22% 2021-03-31
FIRST TRUST ADVISORS LP 3,453 3,311 4% 2021-03-31
KEATING INVESTMENT COUNSELORS INC 3,450 3,450 No Change 2021-03-31
First City Capital Management, Inc. 3,434 3,295 4% 2021-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 3,432 1,673 105% 2021-03-31
Wunderlich Capital Managemnt 3,429 0 New Buy 2021-03-31
Pinnacle Wealth Management Advisory Group, LLC 3,428 1,728 98% 2021-03-31
Copperwynd Financial, LLC 3,424 2,994 14% 2021-03-31
DCM Advisors, LLC 3,380 6,470 48% 2021-03-31
BBK Capital Partners, LLC 3,375 3,475 3% 2021-03-31
DOLIVER CAPITAL ADVISORS, INC. 3,368 4,535 26% 2021-03-31
Spouting Rock Asset Management, LLC 3,367 0 New Buy 2021-03-31
Patriot Investment Management Inc. 3,339 0 New Buy 2021-03-31
Edge Capital Group, LLC 3,321 65,871 95% 2021-03-31
KLINGENSTEIN FIELDS & CO LLC 3,317 4,471 26% 2021-03-31
PSI Advisors, LLC 3,303 3,177 4% 2021-03-31
Marks Group Wealth Management, Inc 3,292 3,292 No Change 2021-03-31
Integer Wealth Advisors Group LLC 3,288 0 New Buy 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 3,273 2,452 33% 2021-03-31
Orgel Wealth Management, LLC 3,264 3,264 No Change 2021-03-31
BerganKDV Wealth Management, LLC 3,229 3,674 12% 2021-03-31
ASPIRIANT, LLC 3,222 2,925 10% 2021-03-31
SUNRISE PARTNERS LLC /CT 3,220 49,810 94% 2021-03-31
Clarkston Capital Partners LLC 3,212 3,212 No Change 2021-03-31
IVC Wealth Advisors LLC 3,205 7,219 56% 2021-03-31
Kaizen Financial Strategies 3,204 11,358 72% 2021-03-31
HANCOCK HOLDING CO 3,191 4,039 21% 2021-03-31
Douglass Winthrop Advisors, LLC 3,181 3,181 No Change 2021-03-31
Karp Capital Management Corp 3,175 32,297 90% 2021-03-31
Prime Capital Investment Advisors, LLC 3,169 2,179 45% 2021-03-31
CEDAR CAPITAL, LLC 3,161 3,530 10% 2021-03-31
Oder Investment Management, LLC 3,147 3,147 No Change 2021-03-31
LBMC INVESTMENT ADVISORS, LLC 3,121 3,734 16% 2021-03-31
HOLLENCREST SECURITIES LLC 3,103 3,203 3% 2021-03-31
Capital Advisors, Ltd. LLC 3,099 3,055 1% 2021-03-31
Rinet Co LLC 3,094 3,180 3% 2021-03-31
CAPITAL CITY TRUST CO/FL 3,081 2,259 36% 2021-03-31
MCDONALD PARTNERS LLC 3,063 0 New Buy 2021-03-31
Edge Wealth Management LLC 3,056 3,103 2% 2021-03-31
ORLEANS CAPITAL MANAGEMENT CORP/LA 3,050 3,650 16% 2021-03-31
FARR MILLER & WASHINGTON LLC/DC 3,050 3,272 7% 2021-03-31
Landsberg, Bennett, & Dubbaneh LLC 3,037 150,694 98% 2021-03-31
OBERMEYER ASSET MANAGEMENT CO 3,023 2,604 16% 2021-03-31
American Investment Services, Inc. 3,017 3,124 3% 2021-03-31
Telemetry Investments, L.L.C. 3,000 3,000 No Change 2021-03-31
GW HENSSLER & ASSOCIATES LTD 2,999 2,627 14% 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2,999 3,031 1% 2021-03-31
Samalin Investment Counsel, LLC 2,971 3,943 25% 2021-03-31
Ellis Investment Partners, LLC 2,965 3,097 4% 2021-03-31
Exeter Financial, LLC 2,957 3,048 3% 2021-03-31
Atlas Brown,Inc. 2,955 2,655 11% 2021-03-31
GUYASUTA INVESTMENT ADVISORS INC 2,936 2,836 4% 2021-03-31
VESTOR CAPITAL CORP 2,925 2,240 31% 2021-03-31
Legacy Wealth Planning, LLC 2,921 1,721 70% 2021-03-31
Chesapeake Wealth Management 2,902 2,700 7% 2021-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC 2,899 8,052 64% 2021-03-31
HATTON CONSULTING, INC. 2,867 0 New Buy 2021-03-31
Carnegie Capital Asset Management, LLC 2,853 2,739 4% 2021-03-31
MTM Investment Management, LLC 2,851 2,851 No Change 2021-03-31
Brightworth 2,847 2,417 18% 2021-03-31
MBE Wealth Management, LLC 2,842 2,712 5% 2021-03-31
NOTTINGHAM ADVISORS, INC. 2,832 2,832 No Change 2021-03-31
Callahan, Leighton & Co., LLC 2,826 2,676 6% 2021-03-31
Barnett & Company, Inc. 2,815 1,140 147% 2021-03-31
Providence Capital Advisors, LLC 2,814 2,979 6% 2021-03-31
Apollon Wealth Management, LLC 2,806 2,056 36% 2021-03-31
BURNS J W & CO INC/NY 2,801 2,801 No Change 2021-03-31
Oxbow Advisors, LLC 2,801 7,813 64% 2021-03-31
Hillcrest Wealth Advisors - NY, LLC 2,800 2,813 0% 2021-03-31
Acorn Wealth Advisors, LLC 2,799 2,742 2% 2021-03-31
Claro Advisors LLC 2,799 2,625 7% 2021-03-31
Clear Perspective Advisors, LLC 2,794 2,759 1% 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 2,788 2,580 8% 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 2,764 3,391 18% 2021-03-31
Patriot Financial Group Insurance Agency, LLC 2,762 3,317 17% 2021-03-31
FOUNDERS FINANCIAL SECURITIES LLC 2,757 1,851 49% 2021-03-31
Petix & Botte Co 2,756 1,366 102% 2021-03-31
Oxinas Partners Wealth Management LLC 2,750 6,398 57% 2021-03-31
DEARBORN PARTNERS LLC 2,735 2,500 9% 2021-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2,732 3,837 29% 2021-03-31
Johnson Financial Group, Inc. 2,729 2,729 No Change 2021-03-31
CIBC WORLD MARKETS CORP 2,700 0 New Buy 2021-03-31
Kovitz Investment Group Partners, LLC 2,697 2,775 3% 2021-03-31
Jackson Hole Capital Partners, LLC 2,694 2,891 7% 2021-03-31
COZAD ASSET MANAGEMENT INC 2,680 2,640 2% 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,677 2,681 0% 2021-03-31
BANK OF STOCKTON 2,659 9,716 73% 2021-03-31
Alhambra Investment Partners LLC 2,646 1,840 44% 2021-03-31
TrueNorth, Inc. 2,625 2,600 1% 2021-03-31
MERITAGE PORTFOLIO MANAGEMENT 2,615 2,685 3% 2021-03-31
FIL Ltd 2,600 3,340 22% 2021-03-31
Schonfeld Strategic Advisors LLC 2,600 0 New Buy 2021-03-31
Hartford Financial Management Inc. 2,597 2,597 No Change 2021-03-31
Freestone Capital Holdings, LLC 2,589 2,054 26% 2021-03-31
Carmichael Hill & Associates, Inc. 2,578 2,578 No Change 2021-03-31
PAPP L ROY & ASSOCIATES 2,570 2,688 4% 2021-03-31
SEGER ELVEKROG INC 2,560 0 New Buy 2021-03-31
Bordeaux Wealth Advisors LLC 2,545 2,513 1% 2021-03-31
CONDOR CAPITAL MANAGEMENT 2,539 2,539 No Change 2021-03-31
KANAWHA CAPITAL MANAGEMENT LLC 2,509 2,824 11% 2021-03-31
JEPPSON WEALTH MANAGEMENT, LLC 2,500 2,475 1% 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 2,499 2,662 6% 2021-03-31
Aviance Capital Partners, LLC 2,488 2,193 13% 2021-03-31
Madden Advisory Services, Inc. 2,486 2,755 10% 2021-03-31
SPROTT INC. 2,470 1,324 87% 2021-03-31
Bluesphere Advisors, LLC 2,458 3,799 35% 2021-03-31
MARCO INVESTMENT MANAGEMENT LLC 2,457 3,057 20% 2021-03-31
Israel Discount Bank of New York 2,455 3,382 27% 2021-03-31
Financial Engines Advisors L.L.C. 2,451 4,524 46% 2021-03-31
PFG Private Wealth Management, LLC 2,451 2,451 No Change 2021-03-31
ELCO Management Co., LLC 2,450 2,450 No Change 2021-03-31
BTG Pactual Global Asset Management Ltd 2,446 122,635 98% 2021-03-31
HOWARD FINANCIAL SERVICES, LTD. 2,431 2,357 3% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 2,416 2,082 16% 2021-03-31
BCJ Capital Management, LLC 2,415 13,440 82% 2021-03-31
McKinley Carter Wealth Services, Inc. 2,373 0 New Buy 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 2,369 1,369 73% 2021-03-31
Portland Global Advisors LLC 2,368 2,368 No Change 2021-03-31
Berger Financial Group, Inc 2,367 2,312 2% 2021-03-31
ARQ WEALTH ADVISORS, LLC 2,352 2,414 3% 2021-03-31
InterOcean Capital Group, LLC 2,350 2,350 No Change 2021-03-31
Traverso Chambers Private Wealth Management, LLC 2,344 1,638 43% 2021-03-31
Beaumont Financial Partners, LLC 2,341 2,464 5% 2021-03-31
Mandatum Life Insurance Co Ltd 2,335 2,335 No Change 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 2,327 2,387 3% 2021-03-31
ARGI Investment Services, LLC 2,324 0 New Buy 2021-03-31
Fairhaven Wealth Management, LLC 2,321 2,306 1% 2021-03-31
DAGCO, INC. 2,312 2,553 9% 2021-03-31
Miracle Mile Advisors, LLC 2,303 7,182 68% 2021-03-31
CHATHAM CAPITAL GROUP, INC. 2,300 2,300 No Change 2021-03-31
Central Asset Investments & Management Holdings (HK) Ltd 2,300 0 New Buy 2021-03-31
Bridgewater Advisors Inc. 2,297 0 New Buy 2021-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,294 2,355 3% 2021-03-31
Titus Wealth Management 2,285 4,072 44% 2021-03-31
Birch Hill Investment Advisors LLC 2,277 2,277 No Change 2021-03-31
Charter Oak Capital Management, LLC 2,276 2,128 7% 2021-03-31
Quadrant Private Wealth Management, LLC 2,266 2,266 No Change 2021-03-31
CITY HOLDING CO 2,241 1,895 18% 2021-03-31
Alexandria Capital, LLC 2,234 2,234 No Change 2021-03-31
Eqis Capital Management, Inc. 2,232 2,116 5% 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 2,205 0 New Buy 2021-03-31
Rossmore Private Capital 2,202 2,202 No Change 2021-03-31
Golden State Equity Partners 2,202 2,147 3% 2021-03-31
OVERBROOK MANAGEMENT CORP 2,200 2,200 No Change 2021-03-31
GLUSKIN SHEFF & ASSOC INC 2,200 3,670 40% 2021-03-31
HYA Advisors, Inc 2,200 2,200 No Change 2021-03-31
FAGAN ASSOCIATES, INC. 2,192 2,192 No Change 2021-03-31
HOHIMER WEALTH MANAGEMENT, LLC 2,165 2,165 No Change 2021-03-31
55I, LLC 2,160 4,221 49% 2021-03-31
Compagnie Lombard, Odier SCA 2,150 2,150 No Change 2021-03-31
Ballew Advisors, Inc 2,141 9,461 77% 2021-03-31
Polaris Wealth Advisers, LLC 2,140 2,140 No Change 2021-03-31
MITCHELL & PAHL PRIVATE WEALTH, LLC 2,140 2,140 No Change 2021-03-31
Solstein Capital, LLC 2,135 2,135 No Change 2021-03-31
DIKER MANAGEMENT LLC 2,132 2,132 No Change 2021-03-31
Fulton Breakefield Broenniman LLC 2,129 0 New Buy 2021-03-31
NTV ASSET MANAGEMENT LLC 2,122 2,122 No Change 2021-03-31
Psagot Investment House Ltd. 2,115 2,355 10% 2021-03-31
4J Wealth Management LLC 2,114 2,089 1% 2021-03-31
JET CAPITAL INVESTORS L P 2,100 2,100 No Change 2021-03-31
Octavia Wealth Advisors, LLC 2,086 1,966 6% 2021-03-31
GILL CAPITAL PARTNERS, LLC 2,085 3,072 32% 2021-03-31
N.E.W. Advisory Services LLC 2,054 2,078 1% 2021-03-31
PENINSULA ASSET MANAGEMENT INC 2,048 2,073 1% 2021-03-31
Paradigm Financial Advisors, LLC 2,045 3,225 37% 2021-03-31
L & S Advisors Inc 2,044 1,319 55% 2021-03-31
CATALYST PRIVATE WEALTH, LLC 2,042 2,144 5% 2021-03-31
Castle Rock Wealth Management, LLC 2,030 4,261 52% 2021-03-31
SAGE RHINO CAPITAL LLC 2,029 1,428 42% 2021-03-31
DORCHESTER WEALTH MANAGEMENT Co 2,025 2,025 No Change 2021-03-31
Eudaimonia Partners, LLC 2,017 2,529 20% 2021-03-31
Lebenthal Global Advisors, LLC 2,012 2,012 No Change 2021-03-31
Merit Financial Group, LLC 2,009 1,966 2% 2021-03-31
Bedel Financial Consulting, Inc. 2,004 1,551 29% 2021-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 2,000 2,000 No Change 2021-03-31
Iwamoto, Kong & Co., Inc. 1,998 2,117 6% 2021-03-31
Ledyard National Bank 1,994 1,600 25% 2021-03-31
HARBOUR INVESTMENTS, INC. 1,987 0 New Buy 2021-03-31
Horrell Capital Management, Inc. 1,985 1,985 No Change 2021-03-31
Keystone Financial Group 1,976 1,892 4% 2021-03-31
Continuum Advisory, LLC 1,702 0 New Buy 2021-03-31
Paragon Capital Management Ltd 1,955 1,955 No Change 2021-03-31
Blume Capital Management, Inc. 1,955 1,980 1% 2021-03-31
Eagle Capital Management, LLC 1,950 1,950 No Change 2021-03-31
Institute for Wealth Management, LLC. 1,936 2,075 7% 2021-03-31
Private Wealth Group, LLC 1,921 1,921 No Change 2021-03-31
Altium Wealth Management LLC 1,906 1,906 No Change 2021-03-31
Atwater Malick LLC 1,900 1,900 No Change 2021-03-31
Redhawk Wealth Advisors, Inc. 1,897 2,215 14% 2021-03-31
JGP Wealth Management, LLC 1,889 2,389 21% 2021-03-31
Golden State Wealth Management, LLC 1,866 1,405 33% 2021-03-31
Colonial River Wealth Management, LLC 1,866 1,309 43% 2021-03-31
Autus Asset Management, LLC 1,862 1,786 4% 2021-03-31
Cornell Pochily Investment Advisors, Inc. 1,862 1,472 26% 2021-03-31
Legacy Wealth Partners, Inc. 1,854 3,619 49% 2021-03-31
EWG Elevate Inc. 1,852 24,648 92% 2021-03-31
Concannon Wealth Management, LLC 1,840 981 88% 2021-03-31
Gradient Investments LLC 1,837 3,781 51% 2021-03-31
Bristlecone Advisors, LLC 1,837 2,501 27% 2021-03-31
Broadleaf Partners, LLC 1,836 1,836 No Change 2021-03-31
Jackson, Grant Investment Advisers, Inc. 1,832 1,094 67% 2021-03-31
Bull Street Advisors, LLC 1,827 1,827 No Change 2021-03-31
GRAYBILL BARTZ & ASSOC LTD 1,815 1,815 No Change 2021-03-31
Penobscot Investment Management Company, Inc. 1,810 0 New Buy 2021-03-31
Baldrige Asset Management LLC 1,810 2,113 14% 2021-03-31
Cooper Financial Group 1,807 7,089 75% 2021-03-31
Bremer Bank National Association 1,806 0 New Buy 2021-03-31
Steel Peak Wealth Management LLC 1,796 4,205 57% 2021-03-31
ZWJ INVESTMENT COUNSEL INC 1,794 0 New Buy 2021-03-31
NAPLES GLOBAL ADVISORS, LLC 1,780 1,755 1% 2021-03-31
PRINCIPAL FINANCIAL GROUP INC 1,776 0 New Buy 2021-03-31
ALESCO ADVISORS LLC 1,770 1,770 No Change 2021-03-31
Raab & Moskowitz Asset Management LLC 1,770 1,740 2% 2021-03-31
AVENIR CORP 1,769 1,769 No Change 2021-03-31
NBT BANK N A /NY 1,763 1,713 3% 2021-03-31
Biltmore Family Office, LLC 1,760 1,810 3% 2021-03-31
Wagner Wealth Management, LLC 1,758 1,816 3% 2021-03-31
Hexagon Capital Partners LLC 1,757 425 313% 2021-03-31
Chicago Partners Investment Group LLC 1,751 7,679 77% 2021-03-31
Klingman & Associates, LLC 1,743 1,743 No Change 2021-03-31
Outlook Wealth Advisors, LLC 1,742 9,560 82% 2021-03-31
Journey Advisory Group, LLC 1,731 1,731 No Change 2021-03-31
BANK HAPOALIM BM 1,724 3,041 43% 2021-03-31
PRIVATE CAPITAL MANAGEMENT LLC 1,713 2,251 24% 2021-03-31
Rosenberg Matthew Hamilton 1,713 0 New Buy 2021-03-31
Courage Miller Partners, LLC 1,712 1,712 No Change 2021-03-31
Financial Advisory Group 1,707 1,707 No Change 2021-03-31
Beacon Financial Advisory LLC 1,702 1,269 34% 2021-03-31
Resource Planning Group 1,701 1,701 No Change 2021-03-31
Lafayette Investments, Inc. 1,700 1,698 0% 2021-03-31
Horiko Capital Management LLC 1,700 10,200 83% 2021-03-31
BARD ASSOCIATES INC 1,691 1,691 No Change 2021-03-31
LOGAN CAPITAL MANAGEMENT INC 1,686 1,686 No Change 2021-03-31
Summit Investment Advisors, Inc. 1,680 915 84% 2021-03-31
ENCORE BANK NA 1,665 1,665 No Change 2021-03-31
INTREPID CAPITAL MANAGEMENT INC 1,650 1,650 No Change 2021-03-31
DUNCKER STREETT & CO INC 1,650 1,650 No Change 2021-03-31
Nicollet Investment Management, Inc. 1,650 1,675 1% 2021-03-31
Auxano Advisors, LLC 1,650 1,650 No Change 2021-03-31
HNP Capital LLC 1,646 0 New Buy 2021-03-31
Integrys Wealth Advisors LLC 1,645 1,645 No Change 2021-03-31
Vectors Research Management, LLC 1,635 1,635 No Change 2021-03-31
First Heartland Consultants, Inc. 1,618 1,563 4% 2021-03-31
Birchcreek Wealth Management, LLC 1,618 2,315 30% 2021-03-31
Purus Wealth Management, LLC 1,613 1,889 15% 2021-03-31
Bangor Savings Bank 1,601 0 New Buy 2021-03-31
Biechele Royce Advisors 1,595 1,158 38% 2021-03-31
BADGLEY PHELPS & BELL INC 1,585 1,585 No Change 2021-03-31
F3Logic, LLC 1,577 1,431 10% 2021-03-31
Capital Advantage, Inc. 1,575 1,825 14% 2021-03-31
Cottage Street Advisors LLC 1,574 1,574 No Change 2021-03-31
NICOLET ADVISORY SERVICES, LLC 1,572 0 New Buy 2021-03-31
SITTNER & NELSON, LLC 1,570 1,570 No Change 2021-03-31
Abbot Financial Management, Inc. 1,569 1,559 1% 2021-03-31
Merriman Wealth Management, LLC 1,556 1,691 8% 2021-03-31
Black Swift Group, LLC 1,555 1,533 1% 2021-03-31
TOMPKINS FINANCIAL CORP 1,536 1,990 23% 2021-03-31
Stonebridge Capital Advisors LLC 1,535 1,535 No Change 2021-03-31
ARROW FINANCIAL CORP 1,525 1,965 22% 2021-03-31
COURIER CAPITAL CORP 1,525 1,525 No Change 2021-03-31
Elgethun Capital Management 1,520 1,490 2% 2021-03-31
Cypress Capital Management LLC (WY) 1,519 1,519 No Change 2021-03-31
Oakwell Private Wealth Management, LLC 1,511 0 New Buy 2021-03-31
Aristides Capital LLC 1,500 0 New Buy 2021-03-31
Merrion Investment Management Co, LLC 1,500 1,500 No Change 2021-03-31
LAIRD NORTON TYEE TRUST CO 1,495 1,495 No Change 2021-03-31
Coconut Grove Bank 1,472 1,472 No Change 2021-03-31
Ellevest, Inc. 1,463 1,209 21% 2021-03-31
Foundations Investment Advisors, LLC 1,461 1,222 20% 2021-03-31
DIAMANT ASSET MANAGEMENT, INC. 1,450 1,450 No Change 2021-03-31
BTC Capital Management, Inc. 1,446 0 New Buy 2021-03-31
Meridian Wealth Partners, LLC 1,446 1,446 No Change 2021-03-31
Emery Howard Portfolio Management, Inc. 1,439 1,439 No Change 2021-03-31
Bernardo Wealth Planning LLC 1,432 2,366 39% 2021-03-31
Ironwood Wealth Management, llc 1,430 1,430 No Change 2021-03-31
Sheaff Brock Investment Advisors, LLC 1,426 1,167 22% 2021-03-31
Maltin Wealth Management, Inc. 1,426 1,426 No Change 2021-03-31
Mengis Capital Management, Inc. 1,424 1,400 2% 2021-03-31
MEITAV DASH INVESTMENTS LTD 1,424 0 New Buy 2021-03-31
FIRST UNITED BANK TRUST/ 1,413 1,508 6% 2021-03-31
Pinkerton Retirement Specialists, LLC 1,413 2,879 51% 2021-03-31
MIDDLETON & CO INC/MA 1,412 1,442 2% 2021-03-31
Diversified Trust Co 1,401 1,708 18% 2021-03-31
PRICE T ROWE ASSOCIATES INC /MD/ 1,400 1,400 No Change 2021-03-31
Thomas J. Herzfeld Advisors, Inc. 1,398 1,398 No Change 2021-03-31
Asset Planning Services, Ltd. 1,388 1,407 1% 2021-03-31
Mayfair Advisory Group, LLC 1,388 1,163 19% 2021-03-31
HARBOUR INVESTMENT MANAGEMENT LLC 1,387 1,387 No Change 2021-03-31
Pacific Center for Financial Services 1,387 1,387 No Change 2021-03-31
Copperleaf Capital, LLC 1,383 1,383 No Change 2021-03-31
BLB&B Advisors, LLC 1,381 0 New Buy 2021-03-31
GREATMARK INVESTMENT PARTNERS, INC. 1,381 1,131 22% 2021-03-31
CAPITAL ADVISORS INC/OK 1,375 0 New Buy 2021-03-31
Fernwood Investment Management, LLC 1,375 1,375 No Change 2021-03-31
Syntal Capital Partners, LLC 1,370 0 New Buy 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,368 1,378 1% 2021-03-31
Glenview Trust Co 1,367 1,367 No Change 2021-03-31
Retirement Network 1,365 145 841% 2021-03-31
Cypress Capital Group 1,357 1,377 1% 2021-03-31
Peak Asset Management, LLC 1,353 1,573 14% 2021-03-31
Eldridge Investment Advisors, Inc. 1,353 1,329 2% 2021-03-31
Mathes Company, Inc. 1,350 1,350 No Change 2021-03-31
Hochman Cole Investment Advisors, Inc. 1,350 0 New Buy 2021-03-31
Cornerstone Wealth Group, LLC 1,350 1,284 5% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 1,342 1,676 20% 2021-03-31
Baker Avenue Asset Management, LP 1,340 1,312 2% 2021-03-31
Financial Partners Group, Inc 1,340 0 New Buy 2021-03-31
Iron Financial, LLC 1,321 3,493 62% 2021-03-31
FNY Investment Advisers, LLC 1,320 1,001 32% 2021-03-31
Pinnacle Advisory Group, Inc. 200 0 New Buy 2021-03-31
One Charles Private Wealth Services, LLC 1,310 1,433 9% 2021-03-31
Essex Savings Bank 1,302 1,308 0% 2021-03-31
Allen Capital Group, LLC 1,299 0 New Buy 2021-03-31
Graves-Light Private Wealth Management, Inc. 1,275 1,037 23% 2021-03-31
CYPRESS CAPITAL MANAGEMENT LLC 1,260 1,260 No Change 2021-03-31
Lindbrook Capital, LLC 1,246 1,226 2% 2021-03-31
Cypress Point Wealth Management, LLC 1,228 1,228 No Change 2021-03-31
HC FINANCIAL ADVISORS INC 1,206 1,206 No Change 2021-03-31
ADIRONDACK TRUST CO 1,184 1,184 No Change 2021-03-31
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 1,175 1,175 No Change 2021-03-31
ENTERPRISE FINANCIAL SERVICES CORP 62 62 No Change 2021-03-31
JNBA Financial Advisors 1,109 1,091 2% 2021-03-31
Column Capital Advisors, LLC 1,103 1,103 No Change 2021-03-31
First National Bank of South Miami 1,100 1,100 No Change 2021-03-31
Efficient Wealth Management LLC 1,100 585 88% 2021-03-31
Cordasco Financial Network 1,095 895 22% 2021-03-31
McCarthy Asset Management, Inc. 1,052 762 38% 2021-03-31
Financial Management Professionals, Inc. 997 997 No Change 2021-03-31
Endurance Wealth Management, Inc. 983 983 No Change 2021-03-31
Bay Harbor Wealth Management, LLC 940 2,787 66% 2021-03-31
LIBERTY WEALTH MANAGEMENT LLC 888 888 No Change 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 885 885 No Change 2021-03-31
McIlrath & Eck, LLC 795 795 No Change 2021-03-31
Bogart Wealth, LLC 716 591 21% 2021-03-31
MASSMUTUAL TRUST CO FSB/ADV 711 712 0% 2021-03-31
Hillstrust 697 0 New Buy 2021-03-31
RMR Wealth Builders 688 0 New Buy 2021-03-31
Tower Research Capital LLC 684 299 129% 2021-03-31
PROFFITT & GOODSON INC 670 703 5% 2021-03-31
Lagoda Investment Management, L.P. 650 650 No Change 2021-03-31
Allred Capital Management, LLC 638 0 New Buy 2021-03-31
DELTA ASSET MANAGEMENT LLC/TN 634 634 No Change 2021-03-31
Grandview Asset Management LLC 624 7,974 92% 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 617 604 2% 2021-03-31
CENTRAL BANK & TRUST CO 587 587 No Change 2021-03-31
American Research & Management Co. 585 555 5% 2021-03-31
Roble, Belko & Company, Inc 546 722 24% 2021-03-31
Clearview Wealth Advisors LLC 530 530 No Change 2021-03-31
Belmont Capital, LLC 529 478 11% 2021-03-31
Larson Financial Group LLC 0 5,101 Sold Out 2021-03-31
SpiderRock Advisors LLC 500 0 New Buy 2021-03-31
ISLAY CAPITAL MANAGEMENT, LLC 500 500 No Change 2021-03-31
IAG Wealth Partners, LLC 497 497 No Change 2021-03-31
Piscataqua Savings Bank 491 0 New Buy 2021-03-31
Context Capital Management, LLC 460 460 No Change 2021-03-31
Ohio Valley Financial Group 460 485 5% 2021-03-31
Burleson & Company, LLC 450 0 New Buy 2021-03-31
Key FInancial Inc 448 315 42% 2021-03-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 448 448 No Change 2021-03-31
HORIZON FINANCIAL SERVICES, LLC 447 570 22% 2021-03-31
Old North State Trust, LLC 428 428 No Change 2021-03-31
Private Capital Group, LLC 406 506 20% 2021-03-31
BELLEVUE ASSET MANAGEMENT, LLC 385 385 No Change 2021-03-31
Robinson Value Management, Ltd. 374 15,457 98% 2021-03-31
Regal Wealth Group, Inc. 372 372 No Change 2021-03-31
Phoenix Wealth Advisors 370 370 No Change 2021-03-31
AMERICAN INTERNATIONAL GROUP INC 350 0 New Buy 2021-03-31
Banque Cantonale Vaudoise 350 300 17% 2021-03-31
Sonora Investment Management, LLC 327 320 2% 2021-03-31
Abundance Wealth Counselors 303 0 New Buy 2021-03-31
Tacita Capital Inc 300 300 No Change 2021-03-31
ATWOOD & PALMER INC 286 286 No Change 2021-03-31
Cedar Mountain Advisors, LLC 285 285 No Change 2021-03-31
Horan Securities, Inc. 266 206 29% 2021-03-31
Ten Capital Wealth Advisors, LLC 262 162 62% 2021-03-31
ANDERSON FISHER LLC 239 239 No Change 2021-03-31
Flagship Private Wealth, LLC 236 0 New Buy 2021-03-31
Global Wealth Management Investment Advisory, Inc. 208 214 3% 2021-03-31
Focused Wealth Management, Inc 206 846 76% 2021-03-31
COUNTRY TRUST BANK 194 194 No Change 2021-03-31
GPS Wealth Strategies Group, LLC 192 0 New Buy 2021-03-31
MCF Advisors LLC 187 187 No Change 2021-03-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 180 0 New Buy 2021-03-31
FormulaFolio Investments, LLC 167 207,122 100% 2021-03-31
Enterprise Trust & Investment Co 151 351 57% 2021-03-31
Sageworth Trust Co 150 150 No Change 2021-03-31
Global Trust Asset Management, LLC 150 150 No Change 2021-03-31
Fusion Family Wealth LLC 146 146 No Change 2021-03-31
Dougherty Wealth Advisers LLC 135 135 No Change 2021-03-31
Prestige Wealth Management Group LLC 132 132 No Change 2021-03-31
Rockbridge Investment Management, LCC 130 430 70% 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 125 0 New Buy 2021-03-31
CVA Family Office, LLC 124 0 New Buy 2021-03-31
McClarren Financial Advisors, Inc. 88 312 72% 2021-03-31
SALEM INVESTMENT COUNSELORS INC 123 150 18% 2021-03-31
Freedman Financial Associates, Inc. 105 105 No Change 2021-03-31
Costello Asset Management, INC 100 100 No Change 2021-03-31
Mine & Arao Wealth Creation & Management, LLC. 100 67 49% 2021-03-31
ADE, LLC 91 159 43% 2021-03-31
AlphaMark Advisors, LLC 90 0 New Buy 2021-03-31
Asset Dedication, LLC 89 89 No Change 2021-03-31
Transamerica Financial Advisors, Inc. 75 73 3% 2021-03-31
Lowe fs, LLC 65 65 No Change 2021-03-31
Financial Enhancement Group LLC 61 300 80% 2021-03-31
Jones Collombin Investment Counsel Inc 60 60 No Change 2021-03-31
Disciplined Investments, LLC 56 56 No Change 2021-03-31
Litman Gregory Asset Management LLC 55 55 No Change 2021-03-31
Glassman Wealth Services 55 55 No Change 2021-03-31
CNB Bank 55 0 New Buy 2021-03-31
HBC Financial Services, PLLC 55 0 New Buy 2021-03-31
Better Money Decisions, LLC 54 0 New Buy 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 50 0 New Buy 2021-03-31
HARVEST VOLATILITY MANAGEMENT LLC 46 41 12% 2021-03-31
AllSquare Wealth Management LLC 40 40 No Change 2021-03-31
Johnson Midwest Financial, LLC 40 0 New Buy 2021-03-31
Financial Avengers, Inc. 35 35 No Change 2021-03-31
Summit Wealth Group, LLC 30 0 New Buy 2021-03-31
Moser Wealth Advisors, LLC 29 0 New Buy 2021-03-31
Center for Financial Planning, Inc. 25 25 No Change 2021-03-31
Concept Capital Markets, LLC 20 20 No Change 2021-03-31
JFS WEALTH ADVISORS, LLC 19 0 New Buy 2021-03-31
QUADRANT CAPITAL GROUP LLC 12 36 67% 2021-03-31
Investors Research Corp 12 762 98% 2021-03-31
Mizuho Securities Co. Ltd. 12 23 48% 2021-03-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC 11 11 No Change 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 10 10 No Change 2021-03-31
Atlas Private Wealth Advisors 5 5 No Change 2021-03-31
Renaissance Technologies(Jim Simons) 0 15,700 Sold Out 2021-03-31
FIRST AMERICAN TRUST CO 0 2,164 Sold Out 2021-03-31
Indiana Trust & Investment Management CO 0 1,209 Sold Out 2021-03-31
AMARILLO NATIONAL BANK 0 1,245 Sold Out 2021-03-31
First National Bank of Hutchinson 0 1,185 Sold Out 2021-03-31
OAKWOOD CAPITAL MANAGEMENT LLC/CA 0 1,782 Sold Out 2021-03-31
Azimuth Capital Management LLC 0 1,250 Sold Out 2021-03-31
NORRIS PERNE & FRENCH LLP/MI 0 1,550 Sold Out 2021-03-31
Private Capital Advisors, Inc. 0 1,890 Sold Out 2021-03-31
LEE DANNER & BASS INC 0 1,154 Sold Out 2021-03-31
CANNELL PETER B & CO INC 0 3,820 Sold Out 2021-03-31
CT Mason 0 1,560 Sold Out 2021-03-31
MARVIN & PALMER ASSOCIATES INC 0 45,905 Sold Out 2021-03-31
Graham Capital Management, L.P. 0 766,000 Sold Out 2021-03-31
GREENWOOD CAPITAL ASSOCIATES LLC 0 1,254 Sold Out 2021-03-31
Cheyne Capital Management (UK) LLP 0 50,000 Sold Out 2021-03-31
NOMURA ASSET MANAGEMENT CO LTD 0 49,159 Sold Out 2021-03-31
Invesco Ltd. 0 6,300 Sold Out 2021-03-31
BLUESTEIN R H & CO 0 1,145 Sold Out 2021-03-31
COHEN & STEERS INC 0 23,652 Sold Out 2021-03-31
CORSAIR CAPITAL MANAGEMENT LLC 0 4,334 Sold Out 2021-03-31
SCOPUS ASSET MANAGEMENT, L.P. 0 117,185 Sold Out 2021-03-31
MASON CAPITAL MANAGEMENT LLC 0 478,000 Sold Out 2021-03-31
CREDIT AGRICOLE S A 0 1,000 Sold Out 2021-03-31
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 0 36,500 Sold Out 2021-03-31
STEADFAST CAPITAL MANAGEMENT LLC 0 800,000 Sold Out 2021-03-31
SANDLER CAPITAL MANAGEMENT 0 22,043 Sold Out 2021-03-31
TWO SIGMA INVESTMENTS LLC 0 68,458 Sold Out 2021-03-31
Capstone Investment Advisors, LLC 0 159,760 Sold Out 2021-03-31
BANK OF NOVA SCOTIA / 0 60,322 Sold Out 2021-03-31
GILDER GAGNON HOWE & CO LLC 0 84,694 Sold Out 2021-03-31
EMINENCE CAPITAL LLC 0 1,500,000 Sold Out 2021-03-31
CHILTON INVESTMENT CO LLC 0 2,295 Sold Out 2021-03-31
QUANTLAB CAPITAL MANAGEMENT LTD 0 3,393 Sold Out 2021-03-31
NEUMEIER POMA INVESTMENT COUNSEL LLC 0 48,510 Sold Out 2021-03-31
FIERA SCEPTRE INC. 0 69,086 Sold Out 2021-03-31
Patton Albertson & Miller, LLC 0 1,336 Sold Out 2021-03-31
J. Goldman & Co LP 0 4,842 Sold Out 2021-03-31
Clean Yield Group 0 1,090 Sold Out 2021-03-31
Peregrine Asset Advisers, Inc. 0 26,024 Sold Out 2021-03-31
Accredited Investors Inc. 0 1,210 Sold Out 2021-03-31
Glaxis Capital Management, LLC 0 10,000 Sold Out 2021-03-31
PointState Capital LP 0 2,420,000 Sold Out 2021-03-31
Efficient Advisors, LLC 0 2,963 Sold Out 2021-03-31
King Wealth Management Group, LLC 0 1,145 Sold Out 2021-03-31
Kerrisdale Advisers, LLC 0 75,000 Sold Out 2021-03-31
Kemnay Advisory Services Inc. 0 659,135 Sold Out 2021-03-31
KELLOGG W K FOUNDATION TRUST 0 289,935 Sold Out 2021-03-31
Baystate Wealth Management LLC 0 276 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 22,895 Sold Out 2021-03-31
Claar Advisors LLC 0 133,000 Sold Out 2021-03-31
Permanens Capital L.P. 0 535 Sold Out 2021-03-31
LANSDOWNE PARTNERS (UK) LLP 0 5,717 Sold Out 2021-03-31
Burt Wealth Advisors 0 315 Sold Out 2021-03-31
Alethea Capital Management, LLC 0 400 Sold Out 2021-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 0 1,161 Sold Out 2021-03-31
Lincoln Capital LLC 0 8,181 Sold Out 2021-03-31
JUNCTURE WEALTH STRATEGIES, LLC 0 6,314 Sold Out 2021-03-31
Arlington Capital Management, Inc. 0 21,321 Sold Out 2021-03-31
TWO SIGMA SECURITIES, LLC 0 146,900 Sold Out 2021-03-31
ROPES WEALTH ADVISORS LLC 0 4,582 Sold Out 2021-03-31
Balentine LLC 0 686,974 Sold Out 2021-03-31
Paracle Advisors, LLC 0 2,461 Sold Out 2021-03-31
FORT PITT CAPITAL GROUP, LLC 0 204 Sold Out 2021-03-31
GUARDIAN POINT CAPITAL, LP 0 100,000 Sold Out 2021-03-31
Black Maple Capital Management LP 0 42,300 Sold Out 2021-03-31
Harwood Advisory Group, LLC 0 20,454 Sold Out 2021-03-31
Berkeley Capital Partners, LLC 0 2,539 Sold Out 2021-03-31
Kohmann Bosshard Financial Services, LLC 0 1,204 Sold Out 2021-03-31
BigSur Wealth Management LLC 0 36,715 Sold Out 2021-03-31
Castle Hook Partners LP 0 4,000,000 Sold Out 2021-03-31
CAMG Solamere Management, LLC 0 1,606 Sold Out 2021-03-31
LeJeune Puetz Investment Counsel LLC 0 625 Sold Out 2021-03-31
RB Capital Management, LLC 0 1,195 Sold Out 2021-03-31
MONEYWISE, INC. 0 1,173 Sold Out 2021-03-31
Doyle Wealth Management 0 1,202 Sold Out 2021-03-31
Geneva Partners, LLC 0 3,687 Sold Out 2021-03-31
Epstein & White Financial LLC 0 1,219 Sold Out 2021-03-31
Claraphi Advisory Network, LLC 0 2,159 Sold Out 2021-03-31
Centiva Capital, LP 0 20,000 Sold Out 2021-03-31
Buckley Wealth Management, LLC 0 1,700 Sold Out 2021-03-31
Poehling Capital Management, LLC 0 1,363 Sold Out 2021-03-31
Congress Park Capital LLC 0 22,402 Sold Out 2021-03-31
Caption Management, LLC 0 2,280 Sold Out 2021-03-31
KADENSA CAPITAL Ltd 0 169,247 Sold Out 2021-03-31
Northwest Bancshares, Inc. 0 1,453 Sold Out 2021-03-31
BERYLSON CAPITAL PARTNERS, LLC 0 112,000 Sold Out 2021-03-31
OmniStar Financial Group, Inc. 0 1,739 Sold Out 2021-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 0 58 Sold Out 2021-03-31
Qube Research & Technologies Ltd 0 136,995 Sold Out 2021-03-31
PROFESSIONAL PLANNING 0 1,662 Sold Out 2021-03-31
Lee Capital Holdings LLC 0 4,893 Sold Out 2021-03-31
Benchmark Financial Wealth Advisors, LLC 0 1,164 Sold Out 2021-03-31
Pennant Investors, LP 0 101,000 Sold Out 2021-03-31
MorganRosel Wealth Management, LLC 0 7,279 Sold Out 2021-03-31
FORTEM FINANCIAL GROUP, LLC 0 2,000 Sold Out 2021-03-31
KG&L Capital Management,LLC 0 1,258 Sold Out 2021-03-31
Zions Bancorporation, N.A. 0 50 Sold Out 2021-03-31
FIRST NATIONAL CORP /MA/ /ADV 0 1,300 Sold Out 2021-03-31
Matrix Trust Co 0 36,103 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 44,385 Sold Out 2021-03-31
Aurora Private Wealth, Inc. 0 2,052 Sold Out 2021-03-31
Perennial Investment Advisors, LLC 0 1,345 Sold Out 2021-03-31
ABSHER WEALTH MANAGEMENT, LLC 0 1,227 Sold Out 2021-03-31
Anfield Capital Management, LLC 0 2,866 Sold Out 2021-03-31
BFAM Partners (Cayman) Ltd 0 420,000 Sold Out 2021-03-31
Vestcor Investment Management Corp 0 1,300 Sold Out 2021-03-31
Kathmere Capital Management, LLC 0 835 Sold Out 2021-03-31
Ovata Capital Management Ltd 0 1,000 Sold Out 2021-03-31
Atlas Principals, LLC 0 45,000 Sold Out 2021-03-31
FSA Wealth Management LLC 0 461 Sold Out 2021-03-31
MAGNOLIA CAPITAL ADVISORS LLC 0 12,456 Sold Out 2021-03-31
Royal Fund Management, LLC 0 1,158 Sold Out 2021-03-31
Southern Wealth Management, LLP 0 1,134 Sold Out 2021-03-31
Hunter Perkins Capital Management, LLC 0 5,096 Sold Out 2021-03-31
Milestone Advisory Partners 0 9,791 Sold Out 2021-03-31
Planned Solutions, Inc. 0 338 Sold Out 2021-03-31
BFT FINANCIAL GROUP, LLC 0 1,194 Sold Out 2021-03-31
FWL INVESTMENT MANAGEMENT, LLC 0 25,465 Sold Out 2021-03-31
IFS Advisors, LLC 0 690 Sold Out 2021-03-31
B, B, H, & B INC. 0 201 Sold Out 2021-03-31
Capstone Triton Financial Group, LLC 0 128 Sold Out 2021-03-31
ForthRight Wealth Management, LLC 0 342 Sold Out 2021-03-31
KAVAR CAPITAL PARTNERS GROUP, LLC 0 1,136 Sold Out 2021-03-31
Allegheny Financial Group LTD 0 1,588 Sold Out 2021-03-31
Center For Asset Management LLC 0 2,678 Sold Out 2021-03-31
B&D White Capital Company, LLC 0 360 Sold Out 2021-03-31
Inspire Advisors, LLC 0 351 Sold Out 2021-03-31
Altus Wealth Group LLC 0 326 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 934 Sold Out 2021-03-31
Oxler Private Wealth LLC 0 205 Sold Out 2021-03-31
Draper Asset Management, LLC 0 14,300 Sold Out 2021-03-31
CHILDRESS CAPITAL ADVISORS, LLC 0 15 Sold Out 2021-03-31
ENCOMPASS WEALTH ADVISORS, LLC 0 14,897 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 617 Sold Out 2021-03-31
Curi Wealth Management, LLC 0 576 Sold Out 2021-03-31
Marks Wealth, LLC 0 8,305 Sold Out 2021-03-31
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