iShares Barclays U.S. Treasury Bond Fund (ticker: GOVT)
INSTITUTIONS' Score: 60
0
100
60
Current Holdings:
480,122,702
Previous Holdings:
435,337,738
Change:
10.29%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE
SOLD/REDUCED SIDE
Institution/Guru
Buy/Add
Current Holdings(Link To holding history)
Institution/Guru
Sell/No Change
Current Holdings(Link To holding history)
MORGAN STANLEY
bought 14,738,293
14,738,293
FMR LLC
100% 6,467,234
14
Jordan Park Group LLC
352% 9,903,984
12,719,291
Qube Research & Technologies Ltd
74% 4,608,125
1,586,071
BRONFMAN E.L. ROTHSCHILD, L.P.
10,488% 4,500,287
4,543,194
ETRADE Capital Management LLC
sold 3,705,956
0
BANK OF AMERICA CORP /DE/
6% 4,446,475
80,127,714
JANE STREET GROUP, LLC
100% 3,579,913
15,812
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC
60% 3,744,442
9,957,107
TEMASEK HOLDINGS (PRIVATE) LTD
sold 1,996,150
0
UNITED CAPITAL FINANCIAL ADVISERS,INC.
13% 2,668,373
23,245,813
GOLDMAN SACHS GROUP INC
98% 1,981,620
37,618
DIAM Co., Ltd.
152% 2,495,000
4,139,000
QUATTRO FINANCIAL ADVISORS LLC
sold 1,898,095
0
ENVESTNET ASSET MANAGEMENT INC
2% 2,135,636
94,865,573
Mountain Capital Investment Advisors, Inc
85% 1,814,066
315,186
Parallel Advisors, LLC
bought 1,948,680
1,948,680
BB&T CORP
6% 1,606,620
24,663,313
WEALTHSOURCE PARTNERS, LLC
bought 1,665,458
1,665,458
THRIVENT FINANCIAL FOR LUTHERANS
sold 1,422,961
0
FormulaFolio Investments, LLC
bought 1,129,966
1,129,966
Financial Network
78% 948,318
270,572
J P MORGAN CHASE & CO
3% 937,632
31,289,188
CWM, LLC
6% 911,315
15,381,577
Hedeker Wealth Management Group, LLC
bought 761,308
761,308
LPL Financial CORP
6% 789,327
13,224,267
CFS Investment Advisory Services, LLC
bought 678,967
678,967
AMERIPRISE FINANCIAL INC
8% 741,953
8,564,667
Itau Unibanco Holding S.A.
372% 654,325
830,084
Sontag Advisory, LLC
15% 687,459
3,749,216
Johnson Bixby & Associates, LLC
bought 633,603
633,603
US BANCORP DE
21% 596,565
2,224,561
MONTICELLO WEALTH MANAGEMENT, LLC
bought 610,621
610,621
Neuberger Berman Group LLC
sold 537,753
0
Janney Montgomery Scott LLC
11% 568,504
5,648,926
Intelligence Driven Advisers, LLC
100% 512,108
1,301
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
69% 445,526
1,088,500
Summit Rock Advisors, LLC
sold 497,312
0
Capital Investment Advisory Services, LLC
135% 443,790
772,254
SimpliFi, Inc.
sold 411,142
0
DEUTSCHE BANK AG
30% 425,196
1,849,871
SCS Capital Management LLC
83% 397,978
78,958
Williams Financial, LLC
bought 424,636
424,636
Tennessee Valley Asset Management Partners
sold 376,595
0
Clear Creek Financial Management, LLC
bought 416,253
416,253
PARK AVENUE SECURITIES LLC
6% 350,592
5,681,839
MML INVESTORS SERVICES, LLC
14% 403,365
3,362,836
COMMONWEALTH EQUITY SERVICES, LLC.
17% 321,205
1,548,659
Cetera Investment Advisers
666% 400,510
460,691
Stone House Investment Management, LLC
44% 289,816
365,799
CITADEL ADVISORS LLC (Kenneth C. Griffin)
bought 341,519
341,519
PRUDENT INVESTORS NETWORK
35% 251,054
458,637
Icon Wealth Partners, LLC
bought 336,565
336,565
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon)
sold 250,600
0
Emerald Investment Partners, LLC
164% 323,854
521,298
Concorde Asset Management, LLC
sold 234,933
0
GREAT WEST LIFE ASSURANCE CO /CAN/
bought 318,978
318,978
BAILARD, INC.
15% 217,805
1,238,735
Clearview Wealth Advisors LLC
bought 308,891
308,891
Bank Julius Baer & Co. Ltd, Zurich
sold 215,709
0
PRUDENTIAL FINANCIAL INC
2,411% 290,488
302,534
MOULTON WEALTH MANAGEMENT, INC
sold 202,542
0
AE Wealth Management LLC
35% 288,980
1,124,854
Smart Money Group LLC
sold 190,839
0
NWAM LLC
bought 269,809
269,809
UMA Financial Services, Inc.
sold 176,521
0
CAPITAL ONE FINANCIAL CORP
2,402% 264,969
275,999
Visionary Wealth Advisors
65% 142,550
76,648
Tri-Star Advisors Inc.
58% 257,828
702,175
Stratos Wealth Partners, LTD.
77% 126,661
38,023
Spectrum Planning & Advisory Services Inc.
bought 252,067
252,067
Blueprint Investment Partners LLC
30% 123,945
293,247
4J Wealth Management LLC
bought 244,517
244,517
UBS Group AG
1% 111,811
7,644,298
COBBLESTONE CAPITAL ADVISORS LLC /NY/
5% 228,835
4,399,981
Sharkey, Howes & Javer
20% 107,454
429,619
BCGM Wealth Management, LLC
bought 223,714
223,714
CADINHA & CO LLC
7% 102,643
1,354,606
Brookstone Capital Management
19% 223,620
1,429,582
CITIGROUP INC
23% 92,006
310,311
Strategic Blueprint, LLC
382% 221,344
279,292
Summit X, LLC
44% 90,521
113,345
Crabel Capital Management, LLC
314% 212,325
279,847
UNIONBANCAL CORP
sold 73,344
0
Financial Partners Group, Inc
bought 211,653
211,653
Financial Advocates Investment Management
80% 72,550
18,686
Center For Asset Management LLC
bought 179,482
179,482
3EDGE Asset Management, LP
3% 71,371
2,516,358
Strategic Investment Advisors / MI
254% 174,326
242,957
GREEN SQUARE CAPITAL MANAGEMENT LLC
70% 68,721
30,088
Emerald Advisors, LLC
bought 172,975
172,975
Outlook Wealth Advisors, LLC
16% 52,741
272,033
Columbia Trust Co 01012016
bought 167,878
167,878
ATRIA INVESTMENTS LLC
6% 51,896
782,918
IFP Advisors, Inc
bought 165,754
165,754
Windsor Group LTD
45% 46,613
57,540
1607 Capital Partners, LLC
9% 159,100
1,885,975
MATHER GROUP, INC.
sold 45,375
0
Financial Network Wealth Management LLC
bought 155,259
155,259
BKD Wealth Advisors, LLC
22% 44,931
160,879
RAYMOND JAMES & ASSOCIATES
27% 144,030
675,348
CIBC World Markets Inc.
15% 44,198
252,309
WELLS FARGO & CO/MN
6% 143,381
2,724,788
ONE Advisory Partners, LLC
12% 43,666
321,805
FINANCIAL MANAGEMENT NETWORK INC
bought 140,662
140,662
NEXT Financial Group, Inc
84% 42,201
8,057
Abundance Wealth Counselors
61% 138,306
365,648
ERTS Wealth Advisors, LLC
8% 41,679
473,045
Tradition Wealth Management, LLC
bought 136,857
136,857
United Asset Strategies, Inc.
80% 40,119
10,111
Cardan Capital Partners, LLC
15% 134,754
1,033,636
RFG Advisory Group, LLC
11% 38,783
318,585
CAPTRUST FINANCIAL ADVISORS
226% 128,417
185,335
MA Private Wealth
3% 38,758
1,471,092
Bank of New York Mellon CORP
8% 128,176
1,646,978
Spectrum Management Group, Inc.
12% 38,433
274,225
Truadvice, LLC
81% 126,965
284,348
Wealth Alliance
85% 36,449
6,657
FLOW TRADERS U.S. LLC
bought 126,194
126,194
Cooper Financial Group
5% 36,349
735,047
Lumature Wealth Partners, LLC
bought 126,192
126,192
VIVID FINANCIAL MANAGEMENT, INC.
7% 34,613
444,681
Thrive Capital Management, LLC
bought 119,180
119,180
WOLVERINE TRADING, LLC
sold 32,639
0
Regal Investment Advisors, LLC
229% 116,505
167,400
TRUE Private Wealth Advisors
47% 31,612
35,098
Compagnie Lombard, Odier SCA
bought 115,346
115,346
Edge Wealth Management LLC
99% 28,789
274
Kestra Advisory Services, LLC
54% 111,810
317,917
WJ Wealth Management, LLC
36% 27,525
49,785
DONALDSON CAPITAL MANAGEMENT, LLC
bought 105,957
105,957
Robertson Stephens Wealth Management, LLC
30% 25,280
59,810
Sequoia Financial Advisors, LLC
24% 104,274
530,126
LEVEL FOUR ADVISORY SERVICES, LLC
60% 25,272
16,822
Bernardo Wealth Planning LLC
47% 101,669
319,023
DOLIVER CAPITAL ADVISORS, INC.
sold 24,241
0
Stratos Wealth Advisors, LLC
101% 101,010
200,874
Western Wealth Management, LLC
66% 23,837
12,523
Csenge Advisory Group
bought 99,902
99,902
Cascadia Advisory Services, LLC
41% 23,320
34,011
Capital Planning LLC
bought 98,108
98,108
TRANSCEND WEALTH COLLECTIVE, LLC
21% 22,799
86,521
Belpointe Asset Management LLC
bought 97,064
97,064
National Asset Management, Inc.
7% 21,402
282,186
Biltmore Capital Advisors LLC
bought 94,319
94,319
Montecito Bank & Trust
3% 21,379
652,404
RWM Asset Management, LLC
bought 88,645
88,645
JT Stratford LLC
18% 20,476
95,756
MMA ASSET MANAGEMENT LLC
bought 86,105
86,105
COMERICA SECURITIES,INC.
3% 19,580
664,680
Goss Wealth Management LLC
9% 84,228
1,012,886
CAHABA WEALTH MANAGEMENT, INC.
39% 19,181
29,434
ROYAL BANK OF CANADA
3% 84,165
2,755,409
Grant Street Asset Management, Inc.
3% 19,122
702,254
Bellwether Advisors, LLC
bought 79,268
79,268
Prestige Wealth Management Group LLC
sold 16,719
0
UBP Investment Advisors SA
61% 77,819
205,023
55I, LLC
1% 16,343
1,984,078
High Falls Advisors, Inc
28% 77,742
358,705
OTA Financial Group L.P.
52% 13,116
12,193
Copperleaf Capital, LLC
18% 74,214
476,086
Van Hulzen Asset Management, LLC
2% 12,545
568,827
BAKER TILLY FINANCIAL, LLC
bought 73,274
73,274
ALLIANCEBERNSTEIN L.P.
sold 12,448
0
First Pacific Financial
10% 72,546
810,162
tru Independence LLC
sold 11,501
0
Financial Strategies Group, Inc.
bought 70,366
70,366
Eldridge Investment Advisors, Inc.
7% 10,282
147,768
Teamwork Financial Advisors, LLC
bought 62,477
62,477
Founders Financial Alliance, LLC
100% 9,717
35
Insight Advisors, LLC/ PA
bought 62,456
62,456
Crescent Grove Advisors, LLC
28% 9,699
25,539
Stewardship Advisors, LLC
12% 62,050
572,923
Intellectus Partners, LLC
94% 9,428
613
Relative Value Partners Group, LLC
5% 61,985
1,404,214
CLS INVESTMENT FIRM, LLC
sold 9,069
0
HRT FINANCIAL LLC
bought 57,508
57,508
J.W. COLE ADVISORS, INC.
21% 8,980
34,377
Strategic Wealth Advisors Group,Inc.
48% 57,166
175,587
Weaver Consulting Group
sold 8,844
0
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
18% 55,873
372,784
Mattern Wealth Management LLC
sold 8,678
0
Equitable Holdings, Inc.
21% 51,444
296,924
Atlanta Capital Group
sold 8,675
0
ADE, LLC
bought 49,341
49,341
Wealth Quarterback LLC
40% 8,436
12,676
HPM Partners LLC
bought 48,858
48,858
Fairhaven Wealth Management, LLC
sold 8,420
0
Birchcreek Wealth Management, LLC
bought 47,593
47,593
Seascape Capital Management
sold 8,411
0
Cypress Wealth Services, LLC
15% 46,974
361,234
Prime Capital Investment Advisors, LLC
39% 8,120
12,740
Austin Private Wealth, LLC
22% 46,941
255,570
SRS Capital Advisors, Inc.
89% 7,925
1,007
Horst & Graben Wealth Management LLC
11% 45,419
461,669
Aveo Capital Partners, LLC
27% 7,901
21,685
First Allied Advisory Services, Inc.
12% 44,708
404,759
Jaffetilchin Investment Partners, LLC
sold 7,291
0
Principle Wealth Partners LLC
bought 43,526
43,526
NorthCoast Asset Management LLC
sold 7,189
0
TOWNSQUARE CAPITAL LLC
23% 42,824
225,375
Prospera Financial Services
sold 6,183
0
FinTrust Capital Advisors, LLC
bought 42,369
42,369
Advisory Services Network, LLC
4% 6,133
155,959
Bay Harbor Wealth Management, LLC
20% 41,375
245,971
Financial Advisory Service, Inc.
57% 5,698
4,263
Model Capital Management LLC
75% 39,865
92,751
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
92% 5,584
454
Day & Ennis, LLC
14% 36,830
294,834
SFMG, LLC
12% 5,580
42,819
Rockefeller Capital Management L.P.
7% 35,475
540,545
Veracity Capital LLC
10% 5,030
47,826
LIBERTY WEALTH MANAGEMENT LLC
16% 33,954
250,180
9258 Wealth Management, LLC
22% 4,882
17,336
Lumbard Investment Counseling, LLC
bought 33,194
33,194
BLAIR WILLIAM & CO/IL
20% 4,767
19,567
Concord Wealth Partners
bought 32,988
32,988
Venturi Wealth Management, LLC
4% 4,610
117,499
Steel Peak Wealth Management LLC
3% 32,094
1,011,144
VisionPoint Advisory Group, LLC
20% 4,365
17,178
BANK OF MONTREAL /CAN/
3% 31,125
1,162,833
Patriot Financial Group Insurance Agency, LLC
4% 4,236
106,407
KESTRA PRIVATE WEALTH SERVICES, LLC
bought 30,752
30,752
Gyroscope Capital Management Group, LLC
8% 4,236
50,655
CLIENT 1ST ADVISORY GROUP, LLC
5% 30,721
608,622
Moors & Cabot, Inc.
8% 4,193
51,026
FIFTH THIRD SECURITIES, INC.
bought 30,087
30,087
BCJ Capital Management, LLC
3% 4,041
146,971
Avondale Wealth Management
12% 29,705
281,383
Raymond James Financial Services Advisors, Inc.
0% 4,019
1,172,627
Integrated Wealth Concepts LLC
13% 29,521
257,015
STRATEGY ASSET MANAGERS LLC
21% 3,957
15,046
Sawtooth Asset Management, Inc.
4% 29,463
784,592
AdvisorNet Financial, Inc
3% 3,744
125,790
HighTower Advisors, LLC
14% 28,698
229,128
TELEMUS CAPITAL, LLC
20% 3,460
13,750
CIM INVESTMENT MANGEMENT INC
bought 28,374
28,374
Kingsview Wealth Management, LLC
15% 3,159
17,686
One Wealth Advisors, LLC
374% 27,680
35,074
Dynamic Advisors Solutions LLC
13% 3,135
21,501
WESTERN FINANCIAL CORPORATION
bought 27,627
27,627
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
1% 3,129
237,297
Pinnacle Family Advisors, LLC
bought 27,029
27,029
Steward Partners Investment Advisory, LLC
1% 2,855
377,798
Mutual Advisors, LLC
91% 26,466
55,556
Perennial Investment Advisors, LLC
17% 2,820
14,234
Pinnacle Advisory Group, Inc.
26% 26,350
129,668
Meridian Wealth Partners, LLC
42% 2,763
3,815
PAX Financial Group, LLC
5% 26,157
592,721
PINNACLE FINANCIAL PARTNERS INC
16% 2,732
13,905
Sandbox Financial Partners, LLC
bought 26,010
26,010
CHARTER TRUST CO
3% 2,649
74,986
Insight Wealth Strategies, LLC
bought 25,930
25,930
Integrated Advisors Network LLC
12% 2,610
19,179
Creative Planning
bought 25,507
25,507
Deane Retirement Strategies, Inc.
16% 2,550
13,151
Private Advisor Group, LLC
7% 25,465
375,994
Sowell Financial Services LLC
1% 2,455
183,789
NORTHWEST WEALTH MANAGEMENT, LLC
85% 24,836
53,942
Estate Counselors, LLC
20% 2,450
9,700
PFG Advisors
14% 24,161
196,024
Phoenix Holdings Ltd.
16% 2,258
11,525
Golden State Equity Partners
bought 23,751
23,751
FLAGSHIP HARBOR ADVISORS, LLC
sold 2,017
0
Multi-Financial Securities Corp
8% 23,586
313,588
Hoover Financial Advisors, Inc.
sold 1,806
0
Perigon Wealth Management, LLC
97% 22,852
46,458
CITIZENS FINANCIAL GROUP INC/RI
11% 1,796
14,089
EQ LLC
bought 20,632
20,632
Braun-Bostich & Associates Inc.
sold 1,671
0
SYNOVUS FINANCIAL CORP
1% 19,721
3,219,597
Gladstone Institutional Advisory LLC
13% 1,528
10,504
Karn, Couzens & Associates, Inc.
bought 19,641
19,641
TD Capital Management LLC
sold 1,464
0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
11% 19,317
193,335
Lighthouse Financial Advisors, Inc.
4% 1,365
36,262
SigFig Wealth Management, LLC
21% 19,085
109,276
PFG Financial Advisors
0% 1,342
360,716
Charter Oak Capital Management, LLC
bought 18,752
18,752
Rehmann Capital Advisory Group
5% 1,196
23,431
Santori & Peters, Inc.
bought 18,523
18,523
MERCER GLOBAL ADVISORS INC /ADV
8% 1,185
14,427
Paradigm Financial Partners, LLC
141% 18,503
31,640
Financeware, Inc.
8% 1,067
13,099
Mirae Asset Global Investments Co., Ltd.
bought 18,328
18,328
SIMPLEX TRADING, LLC
26% 1,000
2,798
Rede Wealth, LLC
bought 18,138
18,138
Actinver Wealth Management, Inc.
1% 991
65,427
Ausdal Financial Partners, Inc.
68% 16,803
41,557
Interactive Financial Advisors
83% 961
195
LexAurum Advisors, LLC
54% 16,718
47,428
RAYMOND JAMES TRUST CO
2% 829
43,868
Penobscot Investment Management Company, Inc.
bought 16,534
16,534
Sonora Investment Management, LLC
sold 734
0
ROWLAND CARMICHAEL ADVISORS INC /ADV
8% 16,453
235,747
Mount Yale Investment Advisors, LLC
1% 665
48,723
SIGMA INVESTMENT COUNSELORS INC
bought 16,127
16,127
HHM Wealth Advisors, LLC
sold 661
0
Tower Research Capital LLC
bought 15,117
15,117
McIlrath & Eck, LLC
sold 590
0
Baird Financial Group, Inc.
6% 14,812
260,427
Hanlon Investment Management, Inc.
2% 574
29,285
Hudson Capital Management LLC
bought 14,774
14,774
FIRST MANHATTAN CO
31% 389
853
BENJAMIN F. EDWARDS & COMPANY, INC.
11,241% 14,501
14,630
BESSEMER GROUP INC
20% 323
1,291
Golden State Wealth Management, LLC
61% 14,188
37,349
Vectors Research Management, LLC
27% 320
887
CENTAURUS FINANCIAL, INC.
12% 13,362
124,194
Glassman Wealth Services
sold 206
0
GREENLEAF TRUST
bought 12,955
12,955
USA Financial Portformulas Corp
sold 182
0
Beaumont Financial Partners, LLC
bought 12,769
12,769
Ellis Investment Partners, LLC
7% 171
2,388
HawsGoodwin Investment Management LLC
1% 11,952
949,602
Hudock Moyer Wealth Resources, LLC
10% 144
1,343
BANK OF OKLAHOMA NATIONAL ASSOCIATION /
bought 11,723
11,723
LAZARD ASSET MANAGEMENT LLC
21% 123
453
H D Vest Advisory Services
6% 11,641
197,498
Venture Visionary Partners LLC
0% 120
32,134
MCDONALD PARTNERS LLC
bought 11,463
11,463
HARBOR INVESTMENT ADVISORY, LLC
30% 106
249
Main Street Financial Solutions, LLC
bought 11,333
11,333
Plante Moran Financial Advisors Ltd Partnership
sold 93
0
JONES FINANCIAL COMPANIES LLLP
bought 11,255
11,255
Lindbrook Capital, LLC
sold 83
0
CREATIVE FINANCIAL DESIGNS INC /ADV
21% 11,246
63,717
TSFG, LLC
13% 78
514
JD Financial Services Inc.
bought 10,838
10,838
Ambassador Advisors, LLC
sold 59
0
NORTHSTAR WEALTH PARTNERS LLC
bought 10,716
10,716
CHIRON CAPITAL MANAGEMENT, LLC
sold 59
0
DEARBORN PARTNERS LLC
bought 10,559
10,559
Asset Dedication, LLC
sold 42
0
Ciovacco Capital Management LLC
bought 10,138
10,138
JEPPSON WEALTH MANAGEMENT, LLC
sold 20
0
Aptus Capital Advisors, LLC
41% 10,036
34,473
MOSELEY INVESTMENT MANAGEMENT INC
0% 19
18,654
BP WEALTH MANAGEMENT, LLC
bought 9,912
9,912
Carmichael Hill & Associates, Inc.
1% 10
1,932
Spectrum Asset Management, Inc. (NB/CA)
3% 9,675
369,258
SUMMIT FINANCIAL GROUP INC
no change
35,267
Interchange Capital Partners, LLC
bought 9,499
9,499
STIFEL FINANCIAL CORP
no change
8
Prosperity Planning, Inc.
bought 9,457
9,457
EisnerAmper Wealth Management Corporate Benefits, LLC
no change
38,929
KEYBANK NATIONAL ASSOCIATION/OH
bought 9,435
9,435
Strategic Wealth Management Group, LLC
no change
37,621
Private Portfolio Partners LLC
10% 9,405
101,945
Truvestments Capital LLC
no change
413
Meridian Wealth Advisors, LLC
bought 9,201
9,201
CAPITAL INSIGHT PARTNERS, LLC
no change
35,810
True Link Financial Advisors, LLC
bought 9,125
9,125
Banco Santander, S.A.
no change
113,582
Feltz Wealth PLAN Inc.
37% 8,681
32,084
Capital Advisory Group Advisory Services, LLC
no change
3
TBH Global Asset Management, LLC
bought 8,327
8,327
Rock Creek Group, LP
no change
12,261
Diversified, LLC
bought 8,163
8,163
REILLY FINANCIAL ADVISORS, LLC
no change
1,474
MJP ASSOCIATES INC /ADV
bought 8,000
8,000
EVOKE WEALTH, LLC
no change
2,101
Wealthcare Advisory Partners LLC
bought 7,697
7,697
Gemmer Asset Management LLC
no change
1,239
Clear Perspectives Financial Planning, LLC
bought 7,606
7,606
Lenox Wealth Advisors, Inc.
no change
1,050
Mariner Wealth Advisors, LLC
64% 7,575
19,336
Comprehensive Portfolio Management, LLC
no change
13,081
EDMOND DE ROTHSCHILD HOLDING S.A.
bought 7,215
7,215
Stewardship Financial Advisors, LLC
no change
1,018
PACIFIC FINANCIAL GROUP INC
88% 7,181
15,377
Sturgeon Ventures LLP
no change
3,220
Bedel Financial Consulting, Inc.
2% 7,027
454,427
Tarbox Group, Inc.
no change
3,443
FLC Capital Advisors
1% 6,988
675,238
TRUSTCORE FINANCIAL SERVICES, LLC
no change
7,035
Successful Portfolios LLC
11% 6,759
66,730
WELCH & FORBES LLC
no change
7,395
PRINCIPAL FINANCIAL GROUP INC
21% 6,562
37,795
Modera Wealth Management, LLC
no change
7,994
Global Retirement Partners, LLC
26% 6,199
30,020
Zions Bancorporation, N.A.
no change
7,024
PROEQUITIES, INC.
1% 5,916
514,272
CULLEN FROST BANKERS INC
no change
6,047
Lineweaver Wealth Advisors, LLC
1% 5,772
478,805
W.G. Shaheen & Associates DBA Whitney & Co
no change
11,180
NORTHERN TRUST CORP
34% 5,496
21,550
Acropolis Investment Management, LLC
no change
4,673
Valmark Advisers, Inc.
9% 5,442
64,136
Ellevest, Inc.
no change
928
OmniStar Financial Group, Inc.
12% 5,428
50,487
First Bank & Trust
no change
905
Baystate Wealth Management LLC
61% 5,245
13,903
Global Wealth Management Investment Advisory, Inc.
no change
21
Hilltop Holdings Inc.
26% 5,167
25,108
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
no change
147
Aspire Private Capital, LLC
27% 4,939
22,951
Moisand Fitzgerald Tamayo, LLC
no change
178
Claraphi Advisory Network, LLC
19% 4,837
30,216
Pflug Koory, LLC
no change
9,684
IHT Wealth Management, LLC
8% 4,824
65,392
FIRST HAWAIIAN BANK
no change
15,480
Cornerstone Wealth Management, LLC
7% 4,792
73,089
DELTA ASSET MANAGEMENT LLC/TN
no change
16,084
Anfield Capital Management, LLC
46% 4,505
14,328
First PREMIER Bank
no change
15,642
First National Bank of South Miami
13% 4,423
38,205
Gradient Investments LLC
no change
196
Carroll Financial Associates, Inc.
16% 4,239
30,656
Freestone Capital Holdings, LLC
no change
297
Harbour Capital Advisors, LLC
36% 4,233
15,969
Capital Directions Investment Advisors, LLC
no change
695
Kovack Advisors, Inc.
5% 4,204
83,583
Jackson Hole Capital Partners, LLC
no change
824
Savior LLC
18% 4,114
26,569
Lehman & Derafelo Financial Resources LLC
no change
600
HBW Advisory Services LLC
37% 4,068
14,985
Barrett Asset Management, LLC
no change
584
LifePlan Financial Group, Inc
2% 3,831
195,736
Pathstone Family Office, LLC
no change
357
Private Capital Group, LLC
5% 3,788
77,420
Pacifica Partners Inc.
no change
404
Graves-Light Private Wealth Management, Inc.
bought 3,490
3,490
HERITAGE INVESTORS MANAGEMENT CORP
no change
18,118
ST GERMAIN D J CO INC
0% 3,460
888,982
STEPHENS INC /AR/
17% 3,424
23,631
Streettalk Advisors, LLC
2% 3,348
162,705
Winthrop Advisory Group LLC
26% 3,163
15,230
Eudaimonia Partners, LLC
3,060% 3,121
3,223
LVZ Advisors, Inc.
16% 3,084
22,178
Beacon Financial Advisory LLC
16% 3,055
22,341
Foundations Investment Advisors, LLC
3% 2,924
116,068
AGF FUNDS INC
69% 2,888
7,048
Kalos Management, Inc.
29% 2,857
12,648
Hayden Royal, LLC
16% 2,849
20,462
SCOTIA CAPITAL INC.
6% 2,680
49,192
Lido Advisors, LLC
13% 2,479
21,294
INTEGRATED CAPITAL MANAGEMENT, INC.
1% 2,262
250,923
Procyon Private Wealth Partners, LLC
8% 2,209
29,163
Good Life Advisors, LLC
20% 2,168
12,905
Sigma Planning Corp
1% 2,107
185,252
FIFTH THIRD BANCORP
55% 1,853
5,242
Archford Capital Strategies, LLC
2% 1,609
105,528
Regent Peak Wealth Advisors LLC
bought 1,576
1,576
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
3% 1,500
53,000
Pinnacle Bank
53% 1,356
3,898
GW HENSSLER & ASSOCIATES LTD
12% 1,266
12,133
180 WEALTH ADVISORS, LLC
10% 1,155
12,781
IFG Advisory, LLC
6% 1,125
20,234
Pensionmark Financial Group, LLC
4% 1,096
28,416
ATWOOD & PALMER INC
bought 1,005
1,005
M&T BANK CORP
4% 975
28,677
MASSMUTUAL TRUST CO FSB/ADV
50% 907
2,727
Ten Capital Wealth Advisors, LLC
bought 882
882
First Heartland Consultants, Inc.
2% 857
41,145
Sugarloaf Wealth Management, LLC
10% 849
9,104
Key FInancial Inc
bought 824
824
WAYCROSS PARTNERS, LLC
bought 787
787
Jones Collombin Investment Counsel Inc
17% 725
4,945
Ancora Advisors, LLC
4% 714
18,153
LVW Advisors, LLC
2% 680
34,835
Lakeview Capital Partners, LLC
139% 667
1,146
PEOPLES FINANCIAL SERVICES CORP.
bought 619
619
Buckingham Asset Management, LLC
1% 606
84,828
Alpha DNA Investment Management LLC
bought 600
600
HAVERFORD TRUST CO
4% 599
16,417
Phoenix Wealth Advisors
bought 545
545
WEDBUSH MORGAN SECURITIES INC
3% 509
20,438
Bartlett & Co. LLC
bought 434
434
Investors Research Corp
39% 423
1,514
Patton Albertson & Miller, LLC
2% 388
18,165
Stelac Advisory Services LLC
1% 375
33,229
Hanson McClain, Inc.
191% 330
503
AJ WEALTH STRATEGIES, LLC
1% 310
26,027
Blue Creek Investment Partners, LLC
0% 306
65,221
Aurora Private Wealth, Inc.
1% 284
30,695
SMITH, MOORE & CO.
3% 284
8,919
Sound Income Strategies, LLC
441% 256
314
MCMILLION CAPITAL MANAGEMENT INC
bought 254
254
Canton Hathaway, LLC
bought 246
246
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
2% 228
12,989
ATTICUS WEALTH MANAGEMENT, LLC
0% 220
53,459
Samalin Investment Counsel, LLC
8% 219
2,818
Pinnacle Wealth Planning Services, Inc.
bought 212
212
Goodwin Investment Advisory
bought 200
200
OPTIMUM INVESTMENT ADVISORS
0% 189
39,665
Element Wealth, LLC
bought 185
185
MTM Investment Management, LLC
bought 183
183
Kinloch Capital, LLC
bought 156
156
Your Advocates Ltd., LLP
bought 150
150
SIGNATUREFD, LLC
9% 144
1,746
Kathmere Capital Management, LLC
bought 133
133
MEEDER ASSET MANAGEMENT INC
38% 101
368
Winslow, Evans & Crocker, Inc.
bought 80
80
Retirement Group, LLC
bought 76
76
Capital Asset Advisory Services LLC
1% 75
7,320
Rockbridge Investment Management, LCC
94% 59
122
Keystone Financial Group
0% 56
27,361
SALEM INVESTMENT COUNSELORS INC
7% 56
869
Sandy Spring Bank
bought 27
27
Riverview Trust Co
bought 23
23
VALLEY NATIONAL ADVISERS INC
bought 22
22
Jackson, Grant Investment Advisers, Inc.
1% 15
1,200
Arkadios Wealth Advisors
1% 8
1,135
Massey, Quick & Co., LLC
bought 5
5
Horan Securities, Inc.
1% 5
429
Jacobi Capital Management LLC
0% 3
1,873
FRANKLIN RESOURCES INC
0% 3
15,488
Soltis Investment Advisors LLC
0% 2
20,106
Safeguard Investment Advisory Group, LLC
bought 2
2
FIRST HORIZON NATIONAL CORP
bought 1
1
Archer Investment Corp
2% 1
45
HUNTINGTON NATIONAL BANK
0% 1
5,941