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STOCK TICKER:
iShares Barclays U.S. Treasury Bond Fund   (ticker: GOVT)
Institutions' Indicator :          Buy          (Click Here For Details)
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 bought14,738,293 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 sold3,705,956 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 sold1,996,150 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 sold1,898,095 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 bought1,948,680 1,948,680 BB&T CORP 6%1,606,620 24,663,313
WEALTHSOURCE PARTNERS, LLC bought1,665,458 1,665,458 THRIVENT FINANCIAL FOR LUTHERANS sold1,422,961 0
FormulaFolio Investments, LLC bought1,129,966 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 bought761,308 761,308 LPL Financial CORP 6%789,327 13,224,267
CFS Investment Advisory Services, LLC bought678,967 678,967 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 bought633,603 633,603 US BANCORP DE 21%596,565 2,224,561
MONTICELLO WEALTH MANAGEMENT, LLC bought610,621 610,621 Neuberger Berman Group LLC sold537,753 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 sold497,312 0
Capital Investment Advisory Services, LLC 135%443,790 772,254 SimpliFi, Inc. sold411,142 0
DEUTSCHE BANK AG 30%425,196 1,849,871 SCS Capital Management LLC 83%397,978 78,958
Williams Financial, LLC bought424,636 424,636 Tennessee Valley Asset Management Partners sold376,595 0
Clear Creek Financial Management, LLC bought416,253 416,253 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) bought341,519 341,519 PRUDENT INVESTORS NETWORK 35%251,054 458,637
Icon Wealth Partners, LLC bought336,565 336,565 MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) sold250,600 0
Emerald Investment Partners, LLC 164%323,854 521,298 Concorde Asset Management, LLC sold234,933 0
GREAT WEST LIFE ASSURANCE CO /CAN/ bought318,978 318,978 BAILARD, INC. 15%217,805 1,238,735
Clearview Wealth Advisors LLC bought308,891 308,891 Bank Julius Baer & Co. Ltd, Zurich sold215,709 0
PRUDENTIAL FINANCIAL INC 2,411%290,488 302,534 MOULTON WEALTH MANAGEMENT, INC sold202,542 0
AE Wealth Management LLC 35%288,980 1,124,854 Smart Money Group LLC sold190,839 0
NWAM LLC bought269,809 269,809 UMA Financial Services, Inc. sold176,521 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. bought252,067 252,067 Blueprint Investment Partners LLC 30%123,945 293,247
4J Wealth Management LLC bought244,517 244,517 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 bought223,714 223,714 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 sold73,344 0
Financial Partners Group, Inc bought211,653 211,653 Financial Advocates Investment Management 80%72,550 18,686
Center For Asset Management LLC bought179,482 179,482 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 bought172,975 172,975 Outlook Wealth Advisors, LLC 16%52,741 272,033
Columbia Trust Co 01012016 bought167,878 167,878 ATRIA INVESTMENTS LLC 6%51,896 782,918
IFP Advisors, Inc bought165,754 165,754 Windsor Group LTD 45%46,613 57,540
1607 Capital Partners, LLC 9%159,100 1,885,975 MATHER GROUP, INC. sold45,375 0
Financial Network Wealth Management LLC bought155,259 155,259 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 bought140,662 140,662 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 bought136,857 136,857 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 bought126,194 126,194 Cooper Financial Group 5%36,349 735,047
Lumature Wealth Partners, LLC bought126,192 126,192 VIVID FINANCIAL MANAGEMENT, INC. 7%34,613 444,681
Thrive Capital Management, LLC bought119,180 119,180 WOLVERINE TRADING, LLC sold32,639 0
Regal Investment Advisors, LLC 229%116,505 167,400 TRUE Private Wealth Advisors 47%31,612 35,098
Compagnie Lombard, Odier SCA bought115,346 115,346 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 bought105,957 105,957 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. sold24,241 0
Stratos Wealth Advisors, LLC 101%101,010 200,874 Western Wealth Management, LLC 66%23,837 12,523
Csenge Advisory Group bought99,902 99,902 Cascadia Advisory Services, LLC 41%23,320 34,011
Capital Planning LLC bought98,108 98,108 TRANSCEND WEALTH COLLECTIVE, LLC 21%22,799 86,521
Belpointe Asset Management LLC bought97,064 97,064 National Asset Management, Inc. 7%21,402 282,186
Biltmore Capital Advisors LLC bought94,319 94,319 Montecito Bank & Trust 3%21,379 652,404
RWM Asset Management, LLC bought88,645 88,645 JT Stratford LLC 18%20,476 95,756
MMA ASSET MANAGEMENT LLC bought86,105 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 bought79,268 79,268 Prestige Wealth Management Group LLC sold16,719 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 bought73,274 73,274 ALLIANCEBERNSTEIN L.P. sold12,448 0
First Pacific Financial 10%72,546 810,162 tru Independence LLC sold11,501 0
Financial Strategies Group, Inc. bought70,366 70,366 Eldridge Investment Advisors, Inc. 7%10,282 147,768
Teamwork Financial Advisors, LLC bought62,477 62,477 Founders Financial Alliance, LLC 100%9,717 35
Insight Advisors, LLC/ PA bought62,456 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 sold9,069 0
HRT FINANCIAL LLC bought57,508 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 sold8,844 0
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18%55,873 372,784 Mattern Wealth Management LLC sold8,678 0
Equitable Holdings, Inc. 21%51,444 296,924 Atlanta Capital Group sold8,675 0
ADE, LLC bought49,341 49,341 Wealth Quarterback LLC 40%8,436 12,676
HPM Partners LLC bought48,858 48,858 Fairhaven Wealth Management, LLC sold8,420 0
Birchcreek Wealth Management, LLC bought47,593 47,593 Seascape Capital Management sold8,411 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 sold7,291 0
Principle Wealth Partners LLC bought43,526 43,526 NorthCoast Asset Management LLC sold7,189 0
TOWNSQUARE CAPITAL LLC 23%42,824 225,375 Prospera Financial Services sold6,183 0
FinTrust Capital Advisors, LLC bought42,369 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 bought33,194 33,194 BLAIR WILLIAM & CO/IL 20%4,767 19,567
Concord Wealth Partners bought32,988 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 bought30,752 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. bought30,087 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 bought28,374 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 bought27,627 27,627 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1%3,129 237,297
Pinnacle Family Advisors, LLC bought27,029 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 bought26,010 26,010 CHARTER TRUST CO 3%2,649 74,986
Insight Wealth Strategies, LLC bought25,930 25,930 Integrated Advisors Network LLC 12%2,610 19,179
Creative Planning bought25,507 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 bought23,751 23,751 FLAGSHIP HARBOR ADVISORS, LLC sold2,017 0
Multi-Financial Securities Corp 8%23,586 313,588 Hoover Financial Advisors, Inc. sold1,806 0
Perigon Wealth Management, LLC 97%22,852 46,458 CITIZENS FINANCIAL GROUP INC/RI 11%1,796 14,089
EQ LLC bought20,632 20,632 Braun-Bostich & Associates Inc. sold1,671 0
SYNOVUS FINANCIAL CORP 1%19,721 3,219,597 Gladstone Institutional Advisory LLC 13%1,528 10,504
Karn, Couzens & Associates, Inc. bought19,641 19,641 TD Capital Management LLC sold1,464 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 bought18,752 18,752 Rehmann Capital Advisory Group 5%1,196 23,431
Santori & Peters, Inc. bought18,523 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. bought18,328 18,328 SIMPLEX TRADING, LLC 26%1,000 2,798
Rede Wealth, LLC bought18,138 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. bought16,534 16,534 Sonora Investment Management, LLC sold734 0
ROWLAND CARMICHAEL ADVISORS INC /ADV 8%16,453 235,747 Mount Yale Investment Advisors, LLC 1%665 48,723
SIGMA INVESTMENT COUNSELORS INC bought16,127 16,127 HHM Wealth Advisors, LLC sold661 0
Tower Research Capital LLC bought15,117 15,117 McIlrath & Eck, LLC sold590 0
Baird Financial Group, Inc. 6%14,812 260,427 Hanlon Investment Management, Inc. 2%574 29,285
Hudson Capital Management LLC bought14,774 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 sold206 0
GREENLEAF TRUST bought12,955 12,955 USA Financial Portformulas Corp sold182 0
Beaumont Financial Partners, LLC bought12,769 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 / bought11,723 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 bought11,463 11,463 HARBOR INVESTMENT ADVISORY, LLC 30%106 249
Main Street Financial Solutions, LLC bought11,333 11,333 Plante Moran Financial Advisors Ltd Partnership sold93 0
JONES FINANCIAL COMPANIES LLLP bought11,255 11,255 Lindbrook Capital, LLC sold83 0
CREATIVE FINANCIAL DESIGNS INC /ADV 21%11,246 63,717 TSFG, LLC 13%78 514
JD Financial Services Inc. bought10,838 10,838 Ambassador Advisors, LLC sold59 0
NORTHSTAR WEALTH PARTNERS LLC bought10,716 10,716 CHIRON CAPITAL MANAGEMENT, LLC sold59 0
DEARBORN PARTNERS LLC bought10,559 10,559 Asset Dedication, LLC sold42 0
Ciovacco Capital Management LLC bought10,138 10,138 JEPPSON WEALTH MANAGEMENT, LLC sold20 0
Aptus Capital Advisors, LLC 41%10,036 34,473 MOSELEY INVESTMENT MANAGEMENT INC 0%19 18,654
BP WEALTH MANAGEMENT, LLC bought9,912 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 bought9,499 9,499 STIFEL FINANCIAL CORP no change 8
Prosperity Planning, Inc. bought9,457 9,457 EisnerAmper Wealth Management Corporate Benefits, LLC no change 38,929
KEYBANK NATIONAL ASSOCIATION/OH bought9,435 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 bought9,201 9,201 CAPITAL INSIGHT PARTNERS, LLC no change 35,810
True Link Financial Advisors, LLC bought9,125 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 bought8,327 8,327 Rock Creek Group, LP no change 12,261
Diversified, LLC bought8,163 8,163 REILLY FINANCIAL ADVISORS, LLC no change 1,474
MJP ASSOCIATES INC /ADV bought8,000 8,000 EVOKE WEALTH, LLC no change 2,101
Wealthcare Advisory Partners LLC bought7,697 7,697 Gemmer Asset Management LLC no change 1,239
Clear Perspectives Financial Planning, LLC bought7,606 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. bought7,215 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. bought3,490 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 bought1,576 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 bought1,005 1,005
M&T BANK CORP 4%975 28,677
MASSMUTUAL TRUST CO FSB/ADV 50%907 2,727
Ten Capital Wealth Advisors, LLC bought882 882
First Heartland Consultants, Inc. 2%857 41,145
Sugarloaf Wealth Management, LLC 10%849 9,104
Key FInancial Inc bought824 824
WAYCROSS PARTNERS, LLC bought787 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. bought619 619
Buckingham Asset Management, LLC 1%606 84,828
Alpha DNA Investment Management LLC bought600 600
HAVERFORD TRUST CO 4%599 16,417
Phoenix Wealth Advisors bought545 545
WEDBUSH MORGAN SECURITIES INC 3%509 20,438
Bartlett & Co. LLC bought434 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 bought254 254
Canton Hathaway, LLC bought246 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. bought212 212
Goodwin Investment Advisory bought200 200
OPTIMUM INVESTMENT ADVISORS 0%189 39,665
Element Wealth, LLC bought185 185
MTM Investment Management, LLC bought183 183
Kinloch Capital, LLC bought156 156
Your Advocates Ltd., LLP bought150 150
SIGNATUREFD, LLC 9%144 1,746
Kathmere Capital Management, LLC bought133 133
MEEDER ASSET MANAGEMENT INC 38%101 368
Winslow, Evans & Crocker, Inc. bought80 80
Retirement Group, LLC bought76 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 bought27 27
Riverview Trust Co bought23 23
VALLEY NATIONAL ADVISERS INC bought22 22
Jackson, Grant Investment Advisers, Inc. 1%15 1,200
Arkadios Wealth Advisors 1%8 1,135
Massey, Quick & Co., LLC bought5 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 bought2 2
FIRST HORIZON NATIONAL CORP bought1 1
Archer Investment Corp 2%1 45
HUNTINGTON NATIONAL BANK 0%1 5,941
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