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STOCK TICKER:
ISHARE RS MC GR INDX   (ticker: IWP)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 80
0 100 80
Current Holdings: 55,452,008
Previous Holdings: 41,000,825
Change: 35.25%
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 bought5,500,786 5,500,786 JONES FINANCIAL COMPANIES LLLP 99%1,683,478 9,433
BANK OF AMERICA CORP /DE/ bought3,599,430 3,599,430 WELLS FARGO & CO/MN 15%1,185,481 6,721,874
AMERIPRISE FINANCIAL INC bought772,444 772,444 Atlantic Trust Group, LLC 40%355,310 531,224
BB&T CORP bought752,144 752,144 SYNOVUS FINANCIAL CORP 31%340,030 753,988
GOLDMAN SACHS GROUP INC bought553,395 553,395 Noven Financial Group, Inc. 92%174,282 15,461
BESSEMER GROUP INC 2,997%501,656 518,397 WOLVERINE TRADING, LLC sold114,500 0
Raymond James Financial Services Advisors, Inc. bought339,469 339,469 Nuveen Asset Management, LLC 44%80,000 100,000
Zions Bancorporation, N.A. bought283,848 283,848 J P MORGAN CHASE & CO 19%71,127 308,650
ROYAL BANK OF CANADA bought230,053 230,053 RSM US WEALTH MANAGEMENT LLC 85%63,377 11,195
Sawtooth Asset Management, Inc. bought213,647 213,647 Connecticut Wealth Management, LLC sold51,453 0
Advisors Preferred, LLC 1,099%201,418 219,750 BALASA DINVERNO & FOLTZ LLC 27%46,100 123,003
HSBC HOLDINGS PLC bought186,132 186,132 COMMONWEALTH EQUITY SERVICES, LLC. 3%45,193 1,298,623
SRS Capital Advisors, Inc. bought179,649 179,649 Creative Planning 22%38,472 135,262
WELLINGTON MANAGEMENT CO LLP 21%149,214 868,728 Calamos Advisors LLC sold35,500 0
Krilogy Financial LLC bought132,162 132,162 CONGRESS ASSET MANAGEMENT CO /MA 69%34,731 15,475
American Family Insurance Mutual Holding Co 10%127,267 1,437,434 Susquehanna International Group, LLP 47%27,913 31,362
EASTERN BANK 3,581%114,383 117,577 M&T BANK CORP 8%24,680 266,642
NORTHERN TRUST CORP bought84,880 84,880 KMG FIDUCIARY PARTNERS, LLC 35%23,565 43,496
GenWealth Group, Inc. bought81,254 81,254 EATON VANCE MANAGEMENT 69%23,160 10,649
NorthRock Partners, LLC bought74,831 74,831 Amerivest Investment Management LLC 8%21,395 231,912
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought70,748 70,748 DISCIPLINED GROWTH INVESTORS INC /MN sold20,308 0
Tolleson Wealth Management, Inc. bought62,483 62,483 UMB BANK N A/MO 15%19,300 105,611
Polaris Wealth Advisers, LLC 46%53,987 170,993 KEYBANK NATIONAL ASSOCIATION/OH 9%19,260 186,128
CWM, LLC 150%53,966 90,007 Financial Engines Advisors L.L.C. 74%15,442 5,505
UBS Group AG 3%52,800 1,772,533 HMS Capital Management, LLC 83%13,909 2,900
National Asset Management, Inc. 663%52,457 60,374 FIRST CITIZENS BANK & TRUST CO 25%12,758 38,072
LPL Financial CORP 10%51,165 546,976 Spearhead Capital Advisors, LLC sold12,451 0
CWH Capital Management, Inc. bought50,564 50,564 STEPHENS INC /AR/ 3%12,277 467,393
COMMERCE BANK N A/MO 4%44,873 1,242,645 Bank of New York Mellon CORP 11%12,096 97,929
FURE FINANCIAL CORP bought44,785 44,785 Truepoint, Inc. 8%10,981 121,895
FSA Wealth Management LLC bought44,413 44,413 EP Wealth Advisors, Inc. 14%10,833 66,392
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 12,406%43,049 43,396 Rockefeller Capital Management L.P. 58%10,775 7,662
Union Bankshares Corp 57%40,994 112,589 FIRST MIDWEST BANK TRUST DIVISION 31%10,601 23,438
Advisor OS, LLC bought39,634 39,634 Brookstone Capital Management 27%9,884 26,510
HM PAYSON & CO bought38,430 38,430 Janney Montgomery Scott LLC 24%9,716 31,533
US BANCORP DE 6%37,680 674,215 Sigma Planning Corp 32%9,449 20,185
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought35,026 35,026 HPM Partners LLC 41%8,839 12,542
Chicago Wealth Management, Inc. bought34,503 34,503 Arden Trust Co 85%8,301 1,518
Proficio Capital Partners LLC 70%33,355 81,045 First Allied Advisory Services, Inc. 77%8,264 2,469
Equitable Holdings, Inc. bought30,354 30,354 UNIONBANCAL CORP 15%7,955 46,234
Spotlight Asset Group, Inc. bought29,774 29,774 SEI INVESTMENTS CO 30%7,562 17,348
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought25,216 25,216 McKinley Carter Wealth Services, Inc. 9%7,516 80,727
Mariner Wealth Advisors, LLC 50%25,029 75,051 Cedar Mountain Advisors, LLC 4%6,809 152,579
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10%24,909 270,132 OLD NATIONAL BANCORP /IN/ 38%6,642 10,619
ENVESTNET ASSET MANAGEMENT INC 3%24,309 909,502 BADGLEY PHELPS & BELL INC 4%5,792 126,326
HRT FINANCIAL LLC bought22,201 22,201 RHUMBLINE ADVISERS sold5,236 0
Vision Capital Management, Inc. bought19,233 19,233 Country Club Trust Company, n.a. sold5,005 0
Hilltop Holdings Inc. 50%18,725 56,197 Sequent Asset Management, LLC 13%5,000 33,660
PNC FINANCIAL SERVICES GROUP INC 13%17,363 150,750 WHITTIER TRUST CO 44%4,903 6,273
FIFTH THIRD BANCORP 12%17,014 160,049 Autus Asset Management, LLC 92%4,825 400
GREAT VALLEY ADVISOR GROUP, INC. bought16,849 16,849 FIRST NATIONAL TRUST CO 18%4,743 21,382
H D Vest Advisory Services 187%16,759 25,724 BBR PARTNERS, LLC sold4,723 0
STRATEGIC WEALTH MANAGEMENT INC /ADV bought15,333 15,333 Anfield Capital Management, LLC 6%4,700 79,675
Heritage Wealth Advisors bought14,984 14,984 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 5%4,635 97,398
Financial Partners Group, Inc bought13,480 13,480 MA Private Wealth 78%4,611 1,301
ING INVESTMENT MANAGEMENT LLC bought12,777 12,777 Foundations Investment Advisors, LLC 10%4,042 34,485
RAYMOND JAMES & ASSOCIATES 5%12,602 278,138 RAYMOND JAMES TRUST CO 40%3,946 5,829
Streettalk Advisors, LLC bought11,984 11,984 RMB Capital Management, LLC 7%3,941 51,136
Prospera Financial Services bought11,731 11,731 CAPTRUST FINANCIAL ADVISORS 32%3,903 8,340
Global Strategic Investment Solutions, LLC bought11,154 11,154 Multi-Financial Securities Corp 4%3,844 95,073
Kovitz Investment Group Partners, LLC bought9,702 9,702 L & S Advisors Inc 13%3,750 25,871
MEEDER ASSET MANAGEMENT INC 93%9,662 20,055 JOHNSON INVESTMENT COUNSEL INC 1%3,685 271,262
HighTower Advisors, LLC 16%9,377 66,482 WADE G W & INC 3%3,675 136,350
Global Trust Asset Management, LLC 188%9,307 14,259 Bishop & Co Investment Management, LLC 3%3,672 107,101
MML INVESTORS SERVICES, LLC 12%9,253 89,192 Madison Asset Management, LLC sold3,667 0
SHAKESPEARE WEALTH MANAGEMENT, INC. bought9,177 9,177 Steward Partners Investment Advisory, LLC 6%3,421 54,826
DUMONT & BLAKE INVESTMENT ADVISORS LLC bought8,418 8,418 McNaughton Wealth Management, LLC 56%3,346 2,672
Princeton Global Asset Management LLC bought8,100 8,100 Crescent Grove Advisors, LLC 9%3,139 32,793
ERTS Wealth Advisors, LLC bought8,025 8,025 STEPHENS GROUP ASSET MANAGEMENT, LLC 1%3,082 294,526
Renaissance Technologies(Jim Simons) 151%8,000 13,300 ROCKLAND TRUST CO 33%3,078 6,128
Golden State Wealth Management, LLC bought7,952 7,952 SAGE FINANCIAL GROUP INC 23%3,019 10,263
NWAM LLC 72%7,784 18,597 Argent Trust Co 37%2,949 5,128
Orion Portfolio Solutions, LLC bought7,760 7,760 ATTICUS WEALTH MANAGEMENT, LLC 26%2,904 8,295
Cranbrook Wealth Management, LLC bought7,706 7,706 BRINKER CAPITAL INC 2%2,824 149,880
Carl P. Sherr & Co., LLC bought7,550 7,550 Sontag Advisory, LLC sold2,804 0
Taylor, Cottrill, Erickson & Associates, Inc. 13%7,320 65,318 AMERICAN INTERNATIONAL GROUP INC 16%2,800 14,564
AMG National Trust Bank bought7,139 7,139 Financial Insights, Inc. 88%2,682 360
McAdam, LLC 168%6,971 11,121 Accredited Investors Inc. 3%2,544 97,584
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 110%6,352 12,106 Cutler Group LP 86%2,500 400
Paul John Balson bought6,226 6,226 Private Capital Group, LLC 27%2,437 6,589
PRINCIPAL FINANCIAL GROUP INC 251%5,927 8,287 LINCOLN NATIONAL CORP 95%2,431 131
COZAD ASSET MANAGEMENT INC bought5,886 5,886 COMMERZBANK AKTIENGESELLSCHAFT /FI sold2,408 0
CANANDAIGUA NATIONAL CORP bought5,734 5,734 Glenview Trust Co 16%2,167 11,666
AJ WEALTH STRATEGIES, LLC bought5,583 5,583 CHURCHILL MANAGEMENT GROUP /CA/ 3%2,126 68,627
FINANCIAL COUNSELORS INC 66%5,272 13,239 AdvisorNet Financial, Inc 12%2,120 15,134
CITIGROUP INC 4%5,216 124,249 Dougherty Wealth Advisers LLC sold2,116 0
Private Portfolio Partners LLC bought4,928 4,928 WASHINGTON TRUST BANK 49%2,076 2,163
Kore Private Wealth LLC bought4,882 4,882 GENEVA CAPITAL MANAGEMENT LTD/WI 39%2,050 3,238
Aft, Forsyth & Company, Inc. bought4,868 4,868 MV Capital Management, Inc. 11%2,031 15,652
Cascadia Advisory Services, LLC bought4,709 4,709 Stearns Financial Services Group 3%2,028 62,785
Midwest Professional Planners, LTD. bought4,696 4,696 PRIVATE CAPITAL MANAGEMENT LLC 100%1,998 2
Claro Advisors LLC 218%4,644 6,771 Buckingham Asset Management, LLC 51%1,994 1,879
Pennsylvania Trust Co bought4,489 4,489 Strategic Wealth Partners Group LLC 5%1,979 39,976
BANK OF MONTREAL /CAN/ 9%4,478 53,141 Johnson Financial Group, Inc. 17%1,797 8,672
QUADRANT CAPITAL GROUP LLC bought4,451 4,451 HIGH POINTE CAPITAL MANAGEMENT LLC 8%1,770 21,650
Aprio Wealth Management, LLC bought4,445 4,445 Gilbert & Cook, Inc. 39%1,489 2,317
DAVIDSON D A & CO 74%4,289 10,102 Eqis Capital Management, Inc. 20%1,483 5,995
COMERICA SECURITIES,INC. bought4,282 4,282 Starfire Investment Advisers, Inc. 9%1,468 14,967
Regal Investment Advisors, LLC bought4,016 4,016 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14%1,414 8,359
FIDUCIARY TRUST CO 131%3,863 6,807 Capital Bank & Trust Co sold1,393 0
BANK OF NOVA SCOTIA / bought3,844 3,844 First Command Bank 21%1,362 5,202
Koshinski Asset Management, Inc. bought3,702 3,702 First Command Financial Services, Inc. 21%1,362 5,202
SNOW CAPITAL MANAGEMENT LP (Richard Snow) bought3,645 3,645 Paracle Advisors, LLC 5%1,352 26,526
Advisory Services Network, LLC bought3,640 3,640 Disciplined Investments, LLC 8%1,289 15,588
CORBETT ROAD CAPITAL MANAGEMENT, LLC bought3,527 3,527 Certified Advisory Corp 13%1,233 7,952
Integrated Wealth Concepts LLC bought3,523 3,523 HARBOR INVESTMENT ADVISORY, LLC 21%1,151 4,334
Arkadios Wealth Advisors 4,583%3,483 3,559 Advisors Capital Management, LLC 33%1,124 2,333
Mutual Advisors, LLC bought3,478 3,478 Ford Financial Group, Inc. 7%1,048 14,110
Voya Financial Advisors, Inc. bought3,446 3,446 Southern Wealth Management, LLP 8%1,032 11,251
Elevated Capital Advisors, LLC 47%3,442 10,700 Stonebridge Capital Advisors LLC 4%967 23,757
Bartlett & Co. LLC 6%3,416 61,126 BSC PRIVATE WEALTH MANAGEMENT, LLC 39%965 1,489
FRANKLIN RESOURCES INC 71%3,407 8,190 STEPHENSON NATIONAL BANK & TRUST 14%931 5,907
Blue Creek Investment Partners, LLC bought3,391 3,391 Insight Wealth Strategies, LLC 34%929 1,815
Kingsview Wealth Management, LLC 52%3,312 9,700 Occidental Asset Management, LLC 3%922 32,368
BLAIR WILLIAM & CO/IL 11%3,189 32,715 Manchester Capital Management LLC 26%860 2,507
Regent Investment Management LLC 152%3,189 5,289 Squar Milner Financial Services LLC 28%830 2,097
Horizon Investment Services, LLC 109%3,074 5,895 TOWNSQUARE CAPITAL LLC 35%800 1,460
Ballew Advisors, Inc bought3,040 3,040 Beacon Pointe Advisors, LLC 6%785 13,168
Trexquant Investment LP 77%3,015 6,940 GYL FINANCIAL SYNERGIES, LLC 25%742 2,282
Prime Capital Investment Advisors, LLC 2,349%2,748 2,865 Vigilant Capital Management, LLC sold725 0
Patten Group, Inc. bought2,660 2,660 BRYN MAWR TRUST CO/PA 12%679 4,843
Stratos Wealth Partners, LTD. 19%2,627 16,765 Global Wealth Management Investment Advisory, Inc. 5%664 12,625
One Capital Management, LLC 2%2,613 119,450 Archer Investment Corp sold658 0
CONDOR CAPITAL MANAGEMENT bought2,490 2,490 EPG Wealth Management LLC 7%631 8,204
MILLENNIUM MANAGEMENT LLC bought2,388 2,388 BRIGHTON JONES LLC 4%611 16,317
StrongBox Wealth, LLC 64%2,329 5,990 ASSOCIATED BANC-CORP 18%595 2,648
Camden Capital, LLC bought2,235 2,235 HAVERFORD TRUST CO 7%590 7,855
Carlton Hofferkamp & Jenks Wealth Management, LLC bought2,228 2,228 Private Advisor Group, LLC 1%551 71,835
INTL FCSTONE INC. bought2,217 2,217 Fluent Financial, LLC 2%537 27,454
Hanson McClain, Inc. 48%2,208 6,763 AMARILLO NATIONAL BANK 5%533 10,324
Belpointe Asset Management LLC bought2,175 2,175 Oakworth Capital, Inc. 47%525 585
FDx Advisors, Inc. bought2,155 2,155 Hartland & Co., LLC 5%499 8,585
BDO Wealth Advisors, LLC 19%2,084 13,005 Lakeview Capital Partners, LLC sold483 0
White Lighthouse Investment Management Inc. bought2,040 2,040 Financial Advocates Investment Management 14%481 2,912
Cresset Asset Management, LLC bought2,038 2,038 Capital Directions Investment Advisors, LLC 4%473 10,544
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 217%1,969 2,876 SIGNATUREFD, LLC 13%464 3,204
Harwood Advisory Group, LLC bought1,958 1,958 CAMG Solamere Management, LLC 3%440 13,487
Puplava Financial Services, Inc. 76%1,956 4,543 HUNTINGTON NATIONAL BANK 3%438 13,000
BKD Wealth Advisors, LLC 2%1,910 111,964 Partnervest Advisory Services LLC 61%438 276
ARGI Investment Services, LLC bought1,881 1,881 OPPENHEIMER ASSET MANAGEMENT INC sold432 0
Williams Jones Wealth Management, LLC. bought1,831 1,831 Tranquility Partners, LLC 19%426 1,760
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought1,824 1,824 Argent Advisors, Inc. 20%409 1,656
HOLLENCREST SECURITIES LLC bought1,808 1,808 Parsec Financial Management, Inc. 2%386 24,085
JNB Advisors LLC bought1,794 1,794 TNB Financial 3%380 11,203
Choate Investment Advisors bought1,788 1,788 SMITHFIELD TRUST CO 17%379 1,832
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 32%1,740 7,104 Linscomb & Williams, Inc. 9%375 3,728
WAYNE HUMMER INVESTMENTS L.L.C. bought1,716 1,716 Stratos Wealth Advisors, LLC sold366 0
DAVENPORT & CO LLC bought1,715 1,715 CCG WEALTH MANAGEMENT, LLC 20%357 1,457
SMITH, MOORE & CO. bought1,676 1,676 Goelzer Investment Management, Inc. 19%356 1,531
Gladstone Institutional Advisory LLC bought1,665 1,665 LEGAL & GENERAL GROUP PLC 14%350 2,150
Oxbow Advisors, LLC bought1,640 1,640 GLENMEDE TRUST CO NA 1%346 23,840
Summit X, LLC bought1,631 1,631 FIRST NATIONAL BANK OF OMAHA 17%328 1,563
Atlas Brown,Inc. 9%1,630 19,473 Mathes Company, Inc. 2%325 18,990
MITCHELL MCLEOD PUGH & WILLIAMS INC bought1,625 1,625 CULLEN FROST BANKERS INC sold312 0
WealthTrust Axiom LLC bought1,558 1,558 Cetera Investment Advisers 3%311 11,963
Yale Capital CORP bought1,545 1,545 LifePlan Financial Group, Inc 7%306 3,821
Fernwood Investment Management, LLC bought1,543 1,543 VISTA CAPITAL PARTNERS, INC. 16%300 1,572
Intersect Capital LLC bought1,518 1,518 United Capital Management of KS, Inc. 6%298 5,038
S&T BANK/PA bought1,509 1,509 PRIVATE TRUST CO NA 7%293 3,806
TBH Global Asset Management, LLC bought1,501 1,501 FIRST UNITED BANK TRUST/ 6%290 4,575
ROMAN BUTLER FULLERTON & CO bought1,488 1,488 Broadleaf Partners, LLC 3%288 8,614
AE Wealth Management LLC 1%1,486 198,846 S.A. Mason LLC sold285 0
CAMBRIDGE TRUST CO bought1,461 1,461 RNC CAPITAL MANAGEMENT LLC 1%260 47,623
High Falls Advisors, Inc bought1,445 1,445 FineMark National Bank & Trust 6%253 4,122
COLONY GROUP LLC 13%1,443 12,184 WESBANCO BANK INC 0%251 51,697
PARSONS CAPITAL MANAGEMENT INC/RI bought1,442 1,442 FIRST MANHATTAN CO sold250 0
OARSMAN CAPITAL, INC. bought1,428 1,428 LCNB CORP 6%250 4,003
Rinet Co LLC bought1,425 1,425 Aptus Capital Advisors, LLC 16%241 1,255
WELCH & FORBES LLC bought1,423 1,423 United Asset Strategies, Inc. 7%234 3,203
BBK Capital Partners, LLC bought1,420 1,420 CITY HOLDING CO 25%233 699
9258 Wealth Management, LLC bought1,406 1,406 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0%224 84,055
Paradigm Financial Partners, LLC bought1,406 1,406 JMG Financial Group, Ltd. 0%214 81,741
BT Wealth Management LLC bought1,393 1,393 Ballentine, Finn & Company, Inc. 10%214 1,902
Beacon Financial Advisory LLC bought1,383 1,383 NEXT Financial Group, Inc 1%207 19,375
SeaCrest Wealth Management, LLC bought1,374 1,374 Pure Financial Advisors, Inc. 9%202 1,970
CAPROCK Group, Inc. bought1,350 1,350 GARRISON POINT ADVISORS, LLC 5%200 3,664
Harborview Advisors, LLC bought1,349 1,349 MURPHY CAPITAL MANAGEMENT INC 3%200 6,157
WRAPMANAGER INC bought1,332 1,332 QCI ASSET MANAGEMENT INC/NY sold200 0
Robertson Stephens Wealth Management, LLC bought1,325 1,325 CENTAURUS FINANCIAL, INC. 17%182 874
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV bought1,312 1,312 PEAPACK GLADSTONE FINANCIAL CORP 1%178 32,194
INSIGHT 2811, INC. 3%1,311 40,447 Burleson & Company, LLC 3%178 5,023
Bragg Financial Advisors, Inc bought1,305 1,305 Plante Moran Financial Advisors Ltd Partnership 9%177 1,783
STOCK YARDS BANK & TRUST CO bought1,300 1,300 FCG ADVISORS, LLC 2%173 9,781
Pinnacle Wealth Management Advisory Group, LLC bought1,297 1,297 Warren Averett Asset Management, LLC 4%169 4,427
Windsor Group LTD 9%1,294 15,278 Center for Financial Planning, Inc. sold163 0
EPIQ Capital Group, LLC bought1,281 1,281 Emerald Investment Partners, LLC sold161 0
Nachman Norwood & Parrott, Inc bought1,265 1,265 AdvicePeriod, LLC 2%160 8,291
Eudaimonia Partners, LLC 319%1,252 1,644 VICTORY CAPITAL MANAGEMENT INC sold158 0
AlphaStar Capital Management, LLC bought1,248 1,248 CITIZENS FINANCIAL GROUP INC/RI 57%156 118
Hoover Financial Advisors, Inc. bought1,232 1,232 Brickley Wealth Management 2%149 7,092
STIFEL FINANCIAL CORP bought1,231 1,231 Parallel Advisors, LLC 6%145 2,464
PINNACLE ASSOCIATES LTD 12%1,205 11,573 Capital Square, LLC 4%144 3,882
MASSMUTUAL TRUST CO FSB/ADV 148%1,201 2,015 MainStreet Investment Advisors LLC 6%140 2,015
IMS Capital Management 11%1,181 12,423 Burt Wealth Advisors 3%138 3,979
Pathstone Family Office, LLC bought1,166 1,166 FLAGSHIP HARBOR ADVISORS, LLC 8%133 1,448
XML Financial, LLC 5%1,136 23,275 Goss Wealth Management LLC 1%128 9,019
GIRARD PARTNERS LTD. 46%1,119 3,566 Sowell Financial Services LLC 33%124 257
BROWN BROTHERS HARRIMAN & CO bought1,010 1,010 BRONFMAN E.L. ROTHSCHILD, L.P. 4%119 2,685
FIRST MERCHANTS CORP 3%984 38,804 Key FInancial Inc 2%119 4,928
ARCADIA INVESTMENT MANAGEMENT CORP/MI bought980 980 SILVERCREST ASSET MANAGEMENT GROUP LLC 2%112 6,536
PROEQUITIES, INC. 7%969 14,216 Mosaic Family Wealth, LLC 3%112 3,119
CABANA LLC bought952 952 APPLETON PARTNERS INC/MA 3%110 4,029
Rockbridge Investment Management, LCC bought927 927 MERCER GLOBAL ADVISORS INC /ADV 3%103 3,033
Karp Capital Management Corp 1%856 59,974 Gradient Investments LLC 51%101 99
Capital Financial Planning, LLC 40%832 2,916 Texas Capital Bank Wealth Management Services Inc 5%100 2,023
GHP Investment Advisors, Inc. 2%811 38,884 TIEDEMANN WEALTH MANAGEMENT, LLC 2%99 6,473
Stuart Chaussee & Associates, Inc. bought797 797 HOWE & RUSLING INC 22%90 314
Permanens Capital L.P. bought750 750 Total Wealth Planning, LLC 2%86 3,879
REGIONS FINANCIAL CORP 4%718 17,401 IFP Advisors, Inc 3%84 2,676
JJJ Advisors Inc. bought706 706 Financial Advisory Service, Inc. 2%84 3,579
Acropolis Investment Management, LLC bought694 694 MISSION WEALTH MANAGEMENT, LLC 2%80 4,698
Nadler Financial Group, Inc. 33%640 2,585 BERKSHIRE ASSET MANAGEMENT INC/PA 5%80 1,629
MONETA GROUP INVESTMENT ADVISORS INC 9%632 7,804 Psagot Investment House Ltd. sold78 0
Patriot Investment Management Inc. bought628 628 Sandy Spring Bank 0%66 13,589
AMERITAS INVESTMENT CORP 4%552 13,255 MCF Advisors LLC 0%64 13,825
Campbell Wealth Management bought509 509 FARMERS & MERCHANTS INVESTMENTS INC 20%62 242
Capital Advisors, Ltd. LLC 44%488 1,590 Parkside Financial Bank & Trust 11%57 476
TOCQUEVILLE ASSET MANAGEMENT LP 1%478 50,173 OXFORD FINANCIAL GROUP LTD 1%54 5,471
ENTERPRISE FINANCIAL SERVICES CORP bought471 471 tru Independence LLC sold51 0
TCG Advisors, LP 1%464 53,149 RHS Financial, LLC 3%51 1,612
Powell Investment Advisors, LLC 3%452 15,378 Krasney Financial LLC 2%50 2,656
Homrich & Berg 22%450 2,457 Cribstone Capital Management, LLC 49%50 53
Red Door Wealth Management, LLC 800%432 486 BENJAMIN F. EDWARDS & COMPANY, INC. 5%46 800
Clarkston Capital Partners LLC bought420 420 Liberty Capital Management, Inc. 2%40 2,453
EisnerAmper Wealth Management Corporate Benefits, LLC 2%413 17,264 Magnus Financial Group LLC 2%37 2,420
Western Wealth Management, LLC 15%412 3,108 Providence Capital Advisors, LLC 5%36 694
LBJ Family Wealth Advisors, Ltd. 0%411 83,344 TRUSTCORE FINANCIAL SERVICES, LLC 6%36 600
SALEM INVESTMENT COUNSELORS INC bought410 410 Jacobi Capital Management LLC 8%34 400
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 808%404 454 Lloyd Advisory Services, LLC. 3%30 910
HERON FINANCIAL GROUP, LLC 1%354 30,817 ABSOLUTE INVESTMENT MANAGEMENT LLC 20%30 121
Lighthouse Financial Advisors, Inc. 1%352 31,701 Wealthcare Advisory Partners LLC 1%25 1,733
Valmark Advisers, Inc. 20%340 2,051 BHK Investment Advisors, LLC 0%25 9,362
CLEAR INVESTMENT RESEARCH, LLC 28%323 1,477 Asset Dedication, LLC 29%22 55
Verdence Capital Advisors LLC 8%316 4,192 Trust Co 3%20 609
Hanson Investment Management bought314 314 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0%19 4,086
Gleason Group, Inc. bought305 305 WEST BANCORPORATION INC 2%18 1,085
Global Retirement Partners, LLC 11%300 2,958 Covington Capital Management 7%17 220
RETIREMENT INCOME SOLUTIONS, INC 10%298 3,155 DAVIS R M INC 1%16 2,667
Cooper Financial Group 5%280 5,661 Financial Architects, Inc 4%15 408
NICOLET ADVISORY SERVICES, LLC 15%274 2,076 Royal Fund Management, LLC sold14 0
Provident Wealth Management, LLC bought262 262 Massey, Quick & Co., LLC 0%12 2,603
PARAMETRIC PORTFOLIO ASSOCIATES 5%253 5,856 Biltmore Family Office, LLC 2%8 500
Principle Wealth Partners LLC bought252 252 TIAA, FSB 1%6 415
Veritable, L.P. 2%237 9,930 V Wealth Management,LLC 22%5 18
Procyon Private Wealth Partners, LLC bought236 236 Focused Wealth Management, Inc 1%4 280
CREATIVE FINANCIAL DESIGNS INC /ADV 79%224 509 Braun-Bostich & Associates Inc. 0%1 39,595
INVESTMENT PARTNERS LTD /OH/ /ADV 2%221 14,377 Farmers & Merchants Trust Co of Chambersburg PA no change 34
SCBT FINANCIAL CORP 9%215 2,586 CAROLINAS WEALTH CONSULTING LLC no change 34
PINNACLE FINANCIAL PARTNERS INC 0%205 48,819 Lindbrook Capital, LLC no change 25
ANDERSON FISHER LLC 1,429%200 214 HC FINANCIAL ADVISORS INC no change 41
Northeast Financial Consultants Inc 11%200 1,975 Investors Research Corp no change 49
Essex Savings Bank 8%194 2,486 Sound Income Strategies, LLC no change 50
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought189 189 Joseph P. Lucia & Associates, LLC no change 50
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought186 186 SVB Wealth Advisory, Inc. no change 19
Atlas Private Wealth Management bought175 175 Selective Wealth Management no change 10
Integrated Investment Consultants, LLC 0%172 109,791 Harbour Capital Advisors, LLC no change 3,790
TCF National Bank 4%171 4,832 GRT CAPITAL PARTNERS LLC no change 3,802
Apollon Wealth Management, LLC bought136 136 Corient Capital Partners, LLC no change 3,454
PFG Private Wealth Management, LLC 2%134 7,039 Soltis Investment Advisors LLC no change 3,131
Vectors Research Management, LLC bought130 130 GREENLEAF TRUST no change 4,196
Change Path, LLC bought130 130 Regal Wealth Group, Inc. no change 3
FORTE CAPITAL LLC /ADV 0%118 61,489 1ST SOURCE BANK no change 3,930
Financial Network 0%103 56,672 Your Advocates Ltd., LLP no change 54
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 50%103 308 Weaver Consulting Group no change 103
Covenant Multifamily Offices, LLC 0%102 80,200 AlphaMark Advisors, LLC no change 100
People's United Financial, Inc. 2%100 5,274 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 100
MANCHESTER FINANCIAL INC 64%98 250 Hudock Moyer Wealth Resources, LLC no change 107
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought83 83 HARVEST GROUP WEALTH MANAGEMENT, LLC no change 110
TSFG, LLC 1%81 11,451 Roble, Belko & Company, Inc no change 120
MAI Wealth Advisors 1%64 9,212 WASHINGTON TRUST CO no change 116
MONECO Advisors, LLC 3%60 1,775 Allen Investment Management LLC no change 2,969
Rathbone Brothers plc 0%50 11,959 Rice Partnership, LLC no change 94
TRUEWEALTH LLC 5%50 1,078 Norway Savings Bank no change 85
HWG Holdings LP bought47 47 Oakmont Partners LLC no change 3,008
Community Bank, N.A. bought45 45 Prestige Wealth Management Group LLC no change 4,215
BBVA USA BANCSHARES INC 0%45 9,505 TCI Wealth Advisors, Inc. no change 85
Eukles Asset Management 0%38 18,384 Tradewinds Capital Management, LLC no change 90
BOYS ARNOLD & CO INC 1%35 3,429 Element Wealth, LLC no change 92
Costello Asset Management, INC bought30 30 DELTA ASSET MANAGEMENT LLC/TN no change 90
IHT Wealth Management, LLC 1%22 2,808 Rossmore Private Capital no change 3,049
VERUS CAPITAL PARTNERS, LLC 10%17 195 Capital Analysts, Inc. no change 4,240
Lenox Wealth Advisors, Inc. bought17 17 ACIMA PRIVATE WEALTH, LLC no change 20,050
CX Institutional bought17 17 LeJeune Puetz Investment Counsel LLC no change 14,260
ASPIRIANT, LLC 1%15 2,845 CANANDAIGUA NATIONAL BANK & TRUST CO no change 5,734
Capital Wealth Alliance, LLC 0%14 15,386 THRIVENT FINANCIAL FOR LUTHERANS no change 12,975
BROWN ADVISORY HOLDINGS INC bought13 13 Calamos Wealth Management LLC no change 12,700
Horan Securities, Inc. 29%10 44 Carnick & Kubik Group, LLC no change 8,909
Berman Capital Advisors, LLC 0%9 6,649 HIGHLAND CAPITAL MANAGEMENT CORP no change 12,276
Cohen Capital Management, Inc. 0%8 3,813 Personal Resources Investment & Strategic Management, Inc. no change 15,223
HBK Sorce Advisory LLC 0%8 1,974 COURIER CAPITAL CORP no change 20,301
Transamerica Financial Advisors, Inc. bought6 6 VAUGHAN AND COMPANY SECURITIES, INC. no change 283
FMR LLC bought5 5 Lake Point Wealth Management no change 4
Financial Gravity Wealth, Inc. 11%4 40 BARCLAYS PLC no change 3,490
OPPENHEIMER & CO INC 0%4 11,420 FIRST FINANCIAL CORP /IN/ no change 530
Cordatus Wealth Management LLC 0%4 8,267 DEUTSCHE BANK AG no change 608
MARSHALL FINANCIAL GROUP INC /ADV 0%4 5,390 PagnatoKarp Partners LLC no change 2,024
Sharkey, Howes & Javer 0%3 3,775 Baird Financial Group, Inc. no change 2,111
CAHABA WEALTH MANAGEMENT, INC. 0%3 3,311 Barrett Asset Management, LLC no change 8,180
PAPP L ROY & ASSOCIATES 0%2 1,852 SUMMIT FINANCIAL GROUP INC no change 7,710
Evensky & Katz, Inc. 0%2 748 NTV ASSET MANAGEMENT LLC no change 4,986
ENCORE BANK NA no change 5,263
BP WEALTH MANAGEMENT, LLC no change 199
Reynders McVeigh Capital Management, LLC no change 4,925
Eldridge Investment Advisors, Inc. no change 4,839
Venture Visionary Partners LLC no change 4,272
SMITH CAPITAL MANAGEMENT INC /AR/ADV no change 4,751
BlueSky Wealth Advisors, LLC no change 5,472
CASTLEARK MANAGEMENT LLC no change 5,500
ALESCO ADVISORS LLC no change 7,150
FIRST NATIONAL BANK SIOUX FALLS no change 7,645
WEDGEWOOD INVESTORS INC /PA/ no change 6,514
BTC Capital Management, Inc. no change 6,473
BTR CAPITAL MANAGEMENT INC no change 5,506
Freestone Capital Holdings, LLC no change 6,049
WAYNE HUMMER ASSET MANAGEMENT CO no change 2,875
American Research & Management Co. no change 142
DUNCKER STREETT & CO INC no change 770
Valeo Financial Advisors, LLC no change 2,057
Ullmann Financial Group, Inc. no change 2,078
KINGS POINT CAPITAL MANAGEMENT no change 794
BALDWIN BROTHERS INC/MA no change 2,035
Sugarloaf Wealth Management, LLC no change 834
NORTHERN OAK CAPITAL MANAGEMENT INC no change 818
Balentine LLC no change 2,165
TRUST CO OF VERMONT no change 607
Patriot Financial Group Insurance Agency, LLC no change 495
Sterling Investment Advisors, Ltd. no change 491
CBIZ Investment Advisory Services, LLC no change 482
Iron Financial, LLC no change 2,395
Financial Enhancement Group LLC no change 500
Armor Investment Advisors, LLC no change 2,250
Smith, Salley & Associates no change 2,329
HBC Financial Services, PLLC no change 850
Vista Wealth Management Group, LLC no change 2,000
WHITE PINE CAPITAL LLC no change 1,771
NORTHWEST WEALTH MANAGEMENT, LLC no change 1,780
LAZARD ASSET MANAGEMENT LLC no change 1,800
FIERA SCEPTRE INC. no change 1,650
Carroll Financial Associates, Inc. no change 1,496
Ancora Advisors, LLC no change 1,601
Perigon Wealth Management, LLC no change 1,530
TELEMUS CAPITAL, LLC no change 1,323
BLB&B Advisors, LLC no change 1,808
Capital Asset Advisory Services LLC no change 1,914
Private Ocean, LLC no change 880
BALLAST ADVISORS LLC no change 1,040
Sage Capital Advisors,llc no change 1,864
MIDDLETON & CO INC/MA no change 1,850
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 1,100
Icon Wealth Partners, LLC no change 2,417
Bogart Wealth, LLC no change 470
Glassman Wealth Services no change 252
PIN OAK INVESTMENT ADVISORS INC no change 248
Legacy Bridge, LLC no change 2,850
Ellevest, Inc. no change 257
Pathway Financial Advisors LLC no change 2,800
Sonora Investment Management, LLC no change 280
WESTFIELD CAPITAL MANAGEMENT CO LP no change 2,780
Tarbox Group, Inc. no change 238
WEBSTER BANK, N. A. no change 225
ROPES WEALTH ADVISORS LLC no change 191
Brand Asset Management Group, Inc. no change 184
REILLY FINANCIAL ADVISORS, LLC no change 157
Fortis Advisors, LLC no change 195
AMERICAN NATIONAL BANK no change 200
YorkBridge Wealth Partners, LLC no change 2,868
Lee Financial CORP no change 201
Stonebridge Financial Planning Group, LLC no change 289
Ellis Investment Partners, LLC no change 293
JNBA Financial Advisors no change 401
Cypress Wealth Services, LLC no change 2,454
Carmichael Hill & Associates, Inc. no change 395
WHITTIER TRUST CO OF NEVADA INC no change 2,428
Jackson, Grant Investment Advisers, Inc. no change 409
Bedel Financial Consulting, Inc. no change 432
SECURITY NATIONAL TRUST CO no change 423
Pinnacle Bank no change 366
SVA Plumb Wealth Management, LLC no change 2,526
MERIDIAN MANAGEMENT CO no change 2,600
STRALEM & CO INC no change 294
SYM FINANCIAL CORPORATION no change 334
Perkins Coie Trust Co no change 345
Ambassador Advisors, LLC no change 350
OPTIMUM INVESTMENT ADVISORS no change 346
BOURGEON CAPITAL MANAGEMENT LLC no change 1,558
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