Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
iShares Barclays U.S. Treasury Bond Fund   (ticker: GOVT)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 80
0 100 80
Current Holdings: 427,829,334
Previous Holdings: 324,246,872
Change: 31.95%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)		   Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
BANK OF AMERICA CORP /DE/ bought65,648,630 65,648,630 ENVESTNET ASSET MANAGEMENT INC 11%9,969,931 81,957,946
BB&T CORP bought24,682,722 24,682,722 CWM, LLC 32%7,273,762 15,361,169
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought19,588,625 19,588,625 SFMG, LLC 98%3,782,137 63,089
J P MORGAN CHASE & CO 33%9,530,041 38,092,104 ETRADE Capital Management LLC 100%3,547,224 1,133
MORGAN STANLEY bought7,878,349 7,878,349 LPL Financial CORP 18%2,732,081 12,481,628
AMERIPRISE FINANCIAL INC bought7,002,101 7,002,101 Mitsubishi UFJ Asset Management (UK) Ltd. sold2,358,100 0
Municipal Employees' Retirement System of Michigan bought3,873,814 3,873,814 WELLS FARGO & CO/MN 47%2,332,169 2,659,552
US BANCORP DE 368%2,671,844 3,398,308 PARK AVENUE SECURITIES LLC 27%2,110,261 5,677,465
ROYAL BANK OF CANADA bought2,671,244 2,671,244 SYNOVUS FINANCIAL CORP 40%1,947,017 2,965,434
Qube Research & Technologies Ltd bought2,391,925 2,391,925 Janney Montgomery Scott LLC 21%1,179,423 4,521,118
QUATTRO FINANCIAL ADVISORS LLC 4,254%1,764,645 1,806,123 AE Wealth Management LLC 51%864,722 831,996
Relative Value Partners Group, LLC bought1,375,338 1,375,338 BKD Wealth Advisors, LLC 77%840,414 255,795
GOLDMAN SACHS GROUP INC bought1,002,751 1,002,751 WEALTHSOURCE PARTNERS, LLC 27%654,475 1,782,370
Financial Network 306%949,073 1,259,671 Sontag Advisory, LLC 11%603,060 4,871,395
CADINHA & CO LLC 167%907,947 1,451,429 Steel Peak Wealth Management LLC 42%564,578 777,623
1607 Capital Partners, LLC 102%781,150 1,547,150 Brookstone Capital Management 47%525,009 595,538
Sawtooth Asset Management, Inc. bought751,473 751,473 Compass Ion Advisors, LLC sold473,213 0
Grant Street Asset Management, Inc. bought746,921 746,921 Parallel Advisors, LLC 33%350,851 707,727
SCS Capital Management LLC bought692,287 692,287 Cooper Financial Group 31%330,563 731,827
Clear Creek Financial Management, LLC 733%687,544 781,330 Concorde Asset Management, LLC sold330,314 0
Raymond James Financial Services Advisors, Inc. 60%620,713 1,653,349 HawsGoodwin Investment Management LLC 40%303,104 453,175
55I, LLC 251%611,432 855,504 Goss Wealth Management LLC 27%287,046 763,555
DEUTSCHE BANK AG 49%602,858 1,836,775 COMMONWEALTH EQUITY SERVICES, LLC. 15%279,568 1,610,538
ATRIA INVESTMENTS LLC bought597,757 597,757 Sequoia Financial Advisors, LLC sold264,057 0
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 13%551,497 4,800,172 TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC sold256,229 0
WJ Wealth Management, LLC 518%545,124 650,371 Spectrum Management Group, Inc. 47%250,607 285,453
Bank Julius Baer & Co. Ltd, Zurich bought485,909 485,909 Sharkey, Howes & Javer 34%233,785 444,835
COMERICA SECURITIES,INC. bought450,468 450,468 JANE STREET GROUP, LLC 79%219,462 59,031
Bedel Financial Consulting, Inc. bought433,089 433,089 Icon Wealth Partners, LLC 37%209,797 352,102
Tri-Star Advisors Inc. bought411,559 411,559 Bank of New York Mellon CORP 15%200,952 1,178,388
FLC Capital Advisors 588%408,791 478,325 OPPENHEIMER ASSET MANAGEMENT INC sold200,654 0
Mountain Capital Investment Advisors, Inc 24%408,388 2,129,252 Lineweaver Wealth Advisors, LLC 29%190,151 460,451
ERTS Wealth Advisors, LLC bought396,971 396,971 Allianz Asset Management AG sold151,252 0
SimpliFi, Inc. bought395,265 395,265 Blueprint Investment Partners LLC 25%137,441 417,192
MML INVESTORS SERVICES, LLC 12%381,579 3,532,735 First Allied Advisory Services, Inc. 27%135,100 360,051
Horst & Graben Wealth Management LLC bought329,567 329,567 Bernardo Wealth Planning LLC 43%127,454 168,130
FRANKLIN RESOURCES INC 2,120%314,764 329,609 Stone House Investment Management, LLC 14%120,627 756,194
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought301,309 301,309 Summit X, LLC 37%117,167 198,613
Friedenthal Financial bought291,953 291,953 LifePlan Financial Group, Inc 37%114,433 191,905
CITIGROUP INC 1,066%289,939 317,145 RFG Advisory Group, LLC 25%111,636 331,341
CIBC World Markets Inc. bought288,614 288,614 HighTower Advisors, LLC 31%111,120 246,657
Visionary Wealth Advisors bought251,117 251,117 PROEQUITIES, INC. 20%109,655 440,698
High Falls Advisors, Inc bought240,396 240,396 FLOW TRADERS U.S. LLC sold107,675 0
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought232,670 232,670 BANK OF MONTREAL /CAN/ 10%104,074 968,199
PRUDENT INVESTORS NETWORK 29%225,782 994,265 Multi-Financial Securities Corp 27%101,721 269,395
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) bought213,900 213,900 AdvisorNet Financial, Inc 19%99,606 413,656
Equitable Holdings, Inc. bought209,127 209,127 WOLVERINE TRADING, LLC sold93,274 0
Jordan Park Group LLC 8%204,695 2,815,307 UMA Financial Services, Inc. 37%79,502 136,984
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 6%200,877 3,494,930 National Asset Management, Inc. 21%75,506 283,011
NWAM LLC bought196,505 196,505 Cypress Wealth Services, LLC 21%74,476 273,015
Itau Unibanco Holding S.A. bought193,339 193,339 CAPTRUST FINANCIAL ADVISORS 20%73,153 295,796
Advisory Services Network, LLC bought164,633 164,633 Montecito Bank & Trust 9%69,370 728,704
Nelson, Van Denburg & Campbell Wealth Management Group, LLC bought156,100 156,100 Q3 Asset Management 87%67,013 10,029
VIVID FINANCIAL MANAGEMENT, INC. 49%151,592 463,532 Phoenix Holdings Ltd. 77%63,719 18,897
BAILARD, INC. 10%134,509 1,475,166 CLIENT 1ST ADVISORY GROUP, LLC 11%59,700 476,414
Smart Money Group LLC 361%131,578 168,002 TOWNSQUARE CAPITAL LLC 24%58,976 182,551
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 377%131,520 166,450 Arete Wealth Advisors, LLC 83%56,502 11,622
BCJ Capital Management, LLC bought126,922 126,922 Day & Ennis, LLC 19%56,484 242,657
PAX Financial Group, LLC 30%124,240 538,406 ROWLAND CARMICHAEL ADVISORS INC /ADV 19%52,345 222,800
Belpointe Asset Management LLC bought95,370 95,370 Bay Harbor Wealth Management, LLC 25%51,844 152,482
TBH Global Asset Management, LLC bought94,011 94,011 CENTAURUS FINANCIAL, INC. sold51,430 0
Van Hulzen Asset Management, LLC 21%92,836 538,201 Financial Advocates Investment Management 25%50,327 154,823
Private Portfolio Partners LLC bought92,540 92,540 LEVEL FOUR ADVISORY SERVICES, LLC sold47,770 0
Private Advisor Group, LLC 32%85,746 350,529 RAYMOND JAMES & ASSOCIATES 8%44,691 524,167
Pinnacle Advisory Group, Inc. bought79,616 79,616 CITIZENS FINANCIAL GROUP INC/RI 13%44,203 307,050
DONALDSON CAPITAL MANAGEMENT, LLC 23%78,418 415,693 Jaffetilchin Investment Partners, LLC 99%41,133 415
Venturi Wealth Management, LLC bought75,164 75,164 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 6%38,989 649,665
ST GERMAIN D J CO INC 9%72,607 837,628 TRUE Private Wealth Advisors 30%35,761 84,520
TRANSCEND WEALTH COLLECTIVE, LLC 773%70,102 79,169 Actinver Wealth Management, Inc. 36%35,526 64,477
Ballew Advisors, Inc bought68,233 68,233 Financeware, Inc. 62%35,089 21,242
Regal Investment Advisors, LLC 138%67,443 116,202 PEAVINE CAPITAL MANAGEMENT, LLC sold33,269 0
PFG Financial Advisors 30%65,169 282,684 Sowell Financial Services LLC 14%28,924 175,390
Pinkerton Retirement Specialists, LLC bought62,485 62,485 MA Private Wealth 2%27,740 1,505,772
Moors & Cabot, Inc. bought61,971 61,971 CAPITAL ONE FINANCIAL CORP 54%27,639 23,531
Gyroscope Capital Management Group, LLC bought61,533 61,533 Veracity Capital LLC 33%25,517 51,594
Strategic Wealth Advisors Group,Inc. 30%58,817 256,298 Eudaimonia Partners, LLC 80%25,445 6,531
Cascadia Advisory Services, LLC bought57,331 57,331 DEARBORN PARTNERS LLC sold25,023 0
Foundations Investment Advisors, LLC bought56,517 56,517 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 9%23,853 242,778
JT Stratford LLC bought55,357 55,357 Squar Milner Financial Services LLC 39%22,676 35,891
Austin Private Wealth, LLC 69%55,353 135,782 BENJAMIN EDWARDS INC sold22,017 0
Strategic Blueprint, LLC bought55,004 55,004 One Wealth Advisors, LLC 71%21,913 9,061
Mattern Wealth Management LLC 54%54,439 156,079 Csenge Advisory Group sold21,525 0
Stratos Wealth Advisors, LLC 787%53,450 60,243 Patton Albertson & Miller, LLC 48%20,587 22,148
Eldridge Investment Advisors, Inc. 42%53,267 180,888 Wealth Quarterback LLC 48%19,691 21,112
Archford Capital Strategies, LLC 125%51,041 91,757 HBW Advisory Services LLC 63%19,405 11,303
Cornerstone Wealth Management, LLC bought50,377 50,377 RAYMOND JAMES TRUST CO 26%19,139 54,405
ATTICUS WEALTH MANAGEMENT, LLC 20,113%47,868 48,106 Avondale Wealth Management 7%18,819 235,070
Stewardship Advisors, LLC 13%47,667 424,004 CAHABA WEALTH MANAGEMENT, INC. 27%18,127 48,559
Teamwork Financial Advisors, LLC bought45,516 45,516 Aurora Private Wealth, Inc. 37%17,662 29,646
Rockefeller Capital Management L.P. 12%44,110 424,827 Venture Visionary Partners LLC 36%17,348 30,595
BRONFMAN E.L. ROTHSCHILD, L.P. bought42,907 42,907 Aspire Private Capital, LLC 65%15,174 8,172
Steward Partners Investment Advisory, LLC 10%40,575 443,101 CA Family Wealth, LLC 28%15,172 39,137
Stratos Wealth Partners, LTD. 82%39,123 86,862 MATHER GROUP, INC. 11%15,169 124,750
Lighthouse Financial Advisors, Inc. bought37,724 37,724 Warren Averett Asset Management, LLC sold14,086 0
Integrated Wealth Concepts LLC 16%37,049 273,620 STEPHENS INC /AR/ 41%14,002 19,857
CAPITAL INSIGHT PARTNERS, LLC bought35,810 35,810 Strategic Financial Group, LLC sold13,000 0
Outlook Wealth Advisors, LLC 13%34,760 292,536 Hanlon Investment Management, Inc. 34%12,911 24,641
REGENTATLANTIC CAPITAL LLC bought34,366 34,366 Patriot Financial Group Insurance Agency, LLC 11%12,366 103,564
Robertson Stephens Wealth Management, LLC 63%32,752 84,673 EDMOND DE ROTHSCHILD HOLDING S.A. sold11,576 0
Windsor Group LTD 139%32,523 55,931 OmniStar Financial Group, Inc. 20%11,119 43,463
UBS Group AG 555%30,226 35,668 Prime Capital Investment Advisors, LLC 33%10,644 21,594
Watson Rebecca 21%30,152 172,669 FormulaFolio Investments, LLC 5%10,429 192,055
SigFig Wealth Management, LLC 119%29,448 54,118 TIEDEMANN WEALTH MANAGEMENT, LLC sold9,998 0
Mutual Advisors, LLC bought28,908 28,908 MASSMUTUAL TRUST CO FSB/ADV 91%9,295 909
GREEN SQUARE CAPITAL MANAGEMENT LLC bought28,549 28,549 PNC FINANCIAL SERVICES GROUP INC 37%8,691 14,783
Global Financial Private Capital, LLC 4%28,205 721,849 MERCER GLOBAL ADVISORS INC /ADV sold8,498 0
Copperleaf Capital, LLC 8%28,205 378,287 Creative Planning sold8,311 0
Waterloo Capital, L.P. bought25,815 25,815 Redhawk Wealth Advisors, Inc. sold7,834 0
AJ WEALTH STRATEGIES, LLC bought25,643 25,643 V Wealth Management,LLC sold7,819 0
H D Vest Advisory Services 54%23,998 68,050 3EDGE Asset Management, LP 0%7,613 4,967,003
Keystone Financial Group bought23,396 23,396 Financial Advisory Service, Inc. 31%6,952 15,533
Feltz Wealth PLAN Inc. bought23,089 23,089 IFG Advisory, LLC 34%6,694 13,206
J.W. COLE ADVISORS, INC. bought22,424 22,424 Mount Yale Investment Advisors, LLC 18%6,646 30,270
VisionPoint Advisory Group, LLC bought20,690 20,690 Capital Investment Advisory Services, LLC 2%6,277 350,390
Susquehanna International Group, LLP bought20,407 20,407 Hilltop Holdings Inc. 23%6,107 19,928
Procyon Private Wealth Partners, LLC bought19,297 19,297 Successful Portfolios LLC 10%5,838 52,220
IFP Advisors, Inc 20%18,517 113,391 First Heartland Consultants, Inc. 12%5,524 41,229
Integrated Advisors Network LLC 238%17,194 24,433 AMERITAS INVESTMENT CORP sold4,164 0
Stelac Advisory Services LLC 218%16,819 24,519 Blue Creek Investment Partners, LLC 27%4,024 11,069
BLAIR WILLIAM & CO/IL 121%16,542 30,264 Lenox Wealth Management, Inc. 19%4,001 17,072
FIRST HAWAIIAN BANK bought15,480 15,480 Certified Advisory Corp 68%3,879 1,798
Claraphi Advisory Network, LLC bought14,960 14,960 M&T BANK CORP 12%3,696 28,391
INTEGRATED CAPITAL MANAGEMENT, INC. 6%14,928 247,479 Beacon Financial Advisory LLC 25%3,557 10,522
NORTHERN TRUST CORP bought14,773 14,773 Foothills Asset Management, Ltd. 8%3,322 40,806
UNIONBANCAL CORP 25%14,593 73,144 LexAurum Advisors, LLC 25%3,258 9,698
Golden State Wealth Management, LLC bought14,486 14,486 Wealthcare Advisory Partners LLC sold3,227 0
Perigon Wealth Management, LLC bought14,461 14,461 LVW Advisors, LLC 7%2,972 39,925
DOLIVER CAPITAL ADVISORS, INC. bought14,379 14,379 Dynamic Advisors Solutions LLC 8%2,936 33,835
Perennial Investment Advisors, LLC bought13,818 13,818 RDA Financial Network 5%2,885 53,063
Fisher Asset Management, LLC(Kenneth L. Fisher) bought13,591 13,591 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 18%2,838 12,746
United Asset Strategies, Inc. 28%13,466 61,402 SUMMIT FINANCIAL GROUP INC 7%2,690 34,217
INTL FCSTONE INC. 62%13,154 34,219 SIGNATUREFD, LLC 81%2,580 613
Cardan Capital Partners, LLC 2%12,868 758,975 Private Ocean, LLC sold2,461 0
ROWLAND & CO INVESTMENT COUNSEL/ADV bought12,638 12,638 Jacobi Capital Management LLC 91%2,183 210
Western Wealth Management, LLC 54%12,167 34,557 ANDERSON FISHER LLC sold2,121 0
Gladstone Institutional Advisory LLC bought12,032 12,032 Lion Street Advisors, LLC sold2,042 0
SAGE FINANCIAL GROUP INC bought11,995 11,995 MOSELEY INVESTMENT MANAGEMENT INC 8%1,984 21,620
PRUDENTIAL FINANCIAL INC 41%11,543 39,789 Rock Creek Group, LP 2%1,959 126,895
Harbour Capital Advisors, LLC bought11,203 11,203 IHT Wealth Management, LLC 6%1,957 28,580
Sigma Planning Corp 6%10,741 177,244 AGF FUNDS INC 36%1,866 3,344
Valmark Advisers, Inc. 31%10,696 44,987 Global Retirement Partners, LLC 7%1,864 26,072
HRT FINANCIAL LLC bought10,407 10,407 Penserra Capital Management LLC sold1,710 0
AMG National Trust Bank bought10,274 10,274 Lido Advisors, LLC 7%1,658 22,408
Intellectus Partners, LLC bought10,012 10,012 Mariner Wealth Advisors, LLC 9%1,596 16,156
Strategic Investment Advisors / MI 18%9,998 65,171 WEDBUSH MORGAN SECURITIES INC 6%1,360 19,929
SHEETS SMITH & ASSOCIATES INC bought9,777 9,777 PRIVATE TRUST CO NA 6%1,156 19,625
Kalos Management, Inc. bought9,656 9,656 VERUS CAPITAL PARTNERS, LLC 13%1,024 6,819
Sugarloaf Wealth Management, LLC 102%9,416 18,655 tru Independence LLC sold899 0
Tower Research Capital LLC bought9,250 9,250 180 WEALTH ADVISORS, LLC 6%885 13,592
GW HENSSLER & ASSOCIATES LTD bought8,907 8,907 Willingdon Wealth Management sold862 0
Pensionmark Financial Group, LLC 47%8,745 27,320 Archer Investment Corp sold781 0
Baystate Wealth Management LLC bought8,658 8,658 BENJAMIN F. EDWARDS & COMPANY, INC. 88%712 94
Kingsview Wealth Management, LLC 80%8,588 19,352 Seascape Capital Management 7%608 8,411
LIBERTY WEALTH MANAGEMENT LLC 5%8,499 178,726 Paradigm Financial Partners, LLC 3%565 18,017
Fairhaven Wealth Management, LLC bought8,420 8,420 Comprehensive Portfolio Management, LLC 4%554 13,081
Emerald Investment Partners, LLC 6%8,401 160,652 TELEMUS CAPITAL, LLC 2%553 23,134
Kovack Advisors, Inc. 11%8,153 81,220 BOSTON FINANCIAL MANGEMENT INC /MA 9%546 5,401
Crabel Capital Management, LLC bought8,100 8,100 EPG Wealth Management LLC sold479 0
Modera Wealth Management, LLC bought7,994 7,994 Harwood Advisory Group, LLC sold448 0
SMITH, MOORE & CO. bought7,531 7,531 Carmichael Hill & Associates, Inc. 11%404 3,307
Burleson & Company, LLC bought7,522 7,522 OPTIMUM INVESTMENT ADVISORS 1%337 39,410
NorthCoast Asset Management LLC bought7,391 7,391 Selective Wealth Management 44%315 404
FLAGSHIP HARBOR ADVISORS, LLC 88%7,258 15,522 Wealth Alliance 1%307 43,106
PFG Advisors 6%7,076 133,034 MCMILLION CAPITAL MANAGEMENT INC sold254 0
Zions Bancorporation, N.A. bought7,024 7,024 Your Advocates Ltd., LLP 64%252 142
First National Bank of South Miami 28%6,701 30,681 Independent Advisor Alliance 3%205 7,503
Meridian Wealth Partners, LLC bought6,578 6,578 Disciplined Investments, LLC sold170 0
Streettalk Advisors, LLC 5%6,181 120,973 Royal Fund Management, LLC sold161 0
HUNTINGTON NATIONAL BANK bought5,940 5,940 LAZARD ASSET MANAGEMENT LLC 15%160 883
Acropolis Investment Management, LLC bought5,398 5,398 Sound Income Strategies, LLC 12%126 925
CABANA LLC bought5,356 5,356 Prestige Wealth Management Group LLC 1%120 16,849
Aveo Capital Partners, LLC 29%4,847 21,685 Deane Retirement Strategies, Inc. 1%100 9,469
Aptus Capital Advisors, LLC 34%4,794 18,699 Savior LLC 0%94 22,206
NORTHWEST WEALTH MANAGEMENT, LLC 24%4,316 22,306 TSFG, LLC 15%92 536
Jones Collombin Investment Counsel Inc bought4,220 4,220 Global Wealth Management Investment Advisory, Inc. 80%85 21
Mirae Asset Global Investments Co., Ltd. 5%4,210 97,210 Arkadios Wealth Advisors 9%85 846
STRATEGY ASSET MANAGERS LLC 24%3,988 20,814 Gradient Investments LLC 29%84 201
SIMPLEX TRADING, LLC bought3,901 3,901 HARBOR INVESTMENT ADVISORY, LLC 17%75 375
Baird Financial Group, Inc. 1%3,120 259,828 Edge Wealth Management LLC 0%62 39,595
SCOTIA CAPITAL INC. 10%2,981 33,878 Marquette Asset Management Inc. sold9 0
EisnerAmper Wealth Management Corporate Benefits, LLC 4%2,879 73,239 Estate Counselors, LLC no change 281,250
Rice Partnership, LLC bought2,860 2,860 Banco Santander, S.A. no change 113,582
Hudock Moyer Wealth Resources, LLC bought2,687 2,687 THRIVENT FINANCIAL FOR LUTHERANS no change 46,606
Cetera Investment Advisers 5%2,642 52,072 Lehman & Derafelo Financial Resources LLC no change 600
CHARTER TRUST CO 6%2,606 44,590 TRUSTCORE FINANCIAL SERVICES, LLC no change 7,035
Valeo Financial Advisors, LLC bought2,561 2,561 Beaumont Financial Partners, LLC no change 8,531
9258 Wealth Management, LLC 13%2,540 22,080 Crescent Grove Advisors, LLC no change 35,238
UBP Investment Advisors SA 2%2,511 127,266 Braun-Bostich & Associates Inc. no change 1,671
First PREMIER Bank 19%2,500 15,642 BESSEMER GROUP INC no change 1,291
FIFTH THIRD BANCORP 67%2,381 5,913 Pflug Koory, LLC no change 9,684
CREATIVE FINANCIAL DESIGNS INC /ADV bought2,328 2,328 W.G. Shaheen & Associates DBA Whitney & Co no change 11,180
MOULTON WEALTH MANAGEMENT, INC 1%2,299 202,233 DELTA ASSET MANAGEMENT LLC/TN no change 16,084
Orion Portfolio Solutions, LLC bought2,149 2,149 HERITAGE INVESTORS MANAGEMENT CORP no change 18,118
EVOKE WEALTH, LLC bought2,101 2,101 HAVERFORD TRUST CO no change 15,818
Pinnacle Bank 436%2,077 2,553 PINNACLE FINANCIAL PARTNERS INC no change 13,905
Soltis Investment Advisors LLC 10%1,972 21,323 ATHENA CAPITAL ADVISORS LLC no change 33,414
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4%1,883 50,400 Lenox Wealth Advisors, Inc. no change 1,050
NEXT Financial Group, Inc 4%1,876 49,205 Ellevest, Inc. no change 928
Hoover Financial Advisors, Inc. bought1,788 1,788 Bartlett & Co. LLC no change 278
Private Capital Group, LLC 2%1,435 60,781 Investors Research Corp no change 328
American Research & Management Co. bought1,304 1,304 Engrave Wealth Partners LLC no change 167
Hudson Capital Management LLC 11%1,300 12,750 Red Door Wealth Management, LLC no change 166
Gemmer Asset Management LLC bought1,239 1,239 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV no change 147
Vectors Research Management, LLC bought1,207 1,207 Pacifica Partners Inc. no change 404
Stewardship Financial Advisors, LLC bought1,018 1,018 Barrett Asset Management, LLC no change 584
GREAT WEST LIFE ASSURANCE CO /CAN/ 0%995 277,838 First Bank & Trust no change 905
BRINKER CAPITAL INC 9%765 9,010 Jackson Hole Capital Partners, LLC no change 824
PRINCIPAL FINANCIAL GROUP INC 2%617 29,785 Capital Directions Investment Advisors, LLC no change 695
McIlrath & Eck, LLC bought590 590 PEOPLES FINANCIAL SERVICES CORP. no change 619
Kore Private Wealth LLC bought548 548 Riggs Asset Managment Co. Inc. no change 137
Apollon Wealth Management, LLC bought547 547
CULLEN FROST BANKERS INC 19%457 2,865
Tarbox Group, Inc. 15%440 3,443
Horan Securities, Inc. bought423 423
Truvestments Capital LLC bought413 413
Pathstone Family Office, LLC bought357 357
LVZ Advisors, Inc. 2%252 13,806
Weaver Consulting Group 3%252 8,949
Oakworth Capital, Inc. bought241 241
Buckingham Asset Management, LLC 0%201 68,830
Hanson McClain, Inc. bought172 172
Principle Wealth Partners LLC bought154 154
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC bought117 117
Lindbrook Capital, LLC bought83 83
Hartland & Co., LLC 8%79 1,056
Plante Moran Financial Advisors Ltd Partnership bought73 73
Rockbridge Investment Management, LCC bought63 63
STIFEL FINANCIAL CORP bought63 63
Larson Financial Group LLC 124%61 110
VALLEY NATIONAL ADVISERS INC bought60 60
Patriot Investment Management Inc. bought58 58
Stolper Co 0%48 19,010
FMR LLC bought18 18
Ellis Investment Partners, LLC 0%9 2,352
Jackson, Grant Investment Advisers, Inc. 0%5 1,182
FIRST MANHATTAN CO 0%1 1,242
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*