Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
ISHARES LEHMAN 1-3YR   (ticker: SHY)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 154,448,133
Previous Holdings: 101,779,455
Change: 51.75%
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/ bought21,723,983 21,723,983 UBS Group AG sold6,802,935 0
MORGAN STANLEY bought12,115,688 12,115,688 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 79%3,668,211 972,173
AMERIPRISE FINANCIAL INC bought4,867,181 4,867,181 ENVESTNET ASSET MANAGEMENT INC 21%1,743,997 6,371,993
MEMBERS Trust Co bought2,698,774 2,698,774 MT LUCAS MANAGEMENT CORP 33%1,168,438 2,347,846
ROYAL BANK OF CANADA bought2,178,620 2,178,620 Fulcrum Equity Management 86%1,164,465 196,524
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought1,570,130 1,570,130 Merriman Wealth Management, LLC sold1,056,041 0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,087%1,430,794 1,465,799 PARAMETRIC PORTFOLIO ASSOCIATES sold1,050,591 0
Executive Wealth Management, LLC bought1,223,870 1,223,870 CABANA LLC 100%983,317 915
PineBridge Investments Ltd bought1,096,000 1,096,000 NAVELLIER & ASSOCIATES INC sold931,456 0
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought1,001,214 1,001,214 Newfound Research LLC 100%891,550 1,381
BB&T CORP bought914,193 914,193 VCU Investment Management Co 67%889,849 441,365
WELLS FARGO & CO/MN 16%879,035 6,378,167 Foundations Investment Advisors, LLC 100%790,206 2,462
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought834,615 834,615 SFMG, LLC 79%740,756 194,697
TIAA, FSB 363%797,458 1,017,102 HighTower Advisors, LLC 99%691,843 5,000
COLONY GROUP LLC 4,669%707,053 722,198 Tanglewood Wealth Management, Inc. sold677,090 0
D. SCOTT NEAL, INC. 684%706,583 809,892 ALLIANCEBERNSTEIN L.P. 72%583,814 225,332
Sawtooth Asset Management, Inc. bought568,711 568,711 Richard Bernstein Advisors LLC 16%529,574 2,843,927
Efficient Advisors, LLC bought505,404 505,404 University of Massachusetts Foundation, Inc. sold438,700 0
COMERICA SECURITIES,INC. bought470,957 470,957 W. E. Donoghue & Co., LLC 46%426,851 506,397
Acorns Advisers, LLC 18%462,509 2,985,479 Beaumont Financial Partners, LLC 91%417,860 39,182
HSBC HOLDINGS PLC bought387,405 387,405 EASTERN BANK 95%413,568 23,850
Cypress Capital, LLC bought358,317 358,317 DAL Investment CO 99%399,468 3,632
GOLDMAN SACHS GROUP INC bought346,910 346,910 Brookstone Capital Management 46%374,928 436,933
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 63%342,340 884,275 NIEMANN CAPITAL MANAGEMENT INC 72%371,801 141,053
JANE STREET GROUP, LLC 741%340,766 386,739 Compass Ion Advisors, LLC 99%338,954 3,242
Relative Value Partners Group, LLC bought320,109 320,109 Susquehanna International Group, LLP 29%330,502 815,714
BCJ Capital Management, LLC bought317,237 317,237 Global Financial Private Capital, LLC 100%316,485 1,460
Barry Investment Advisors, LLC bought296,752 296,752 MACKENZIE FINANCIAL CORP sold309,735 0
US BANCORP DE 76%288,084 666,334 AlphaStar Capital Management, LLC 98%261,946 5,774
LPL Financial CORP 13%286,969 2,527,798 Tuttle Tactical Management LLC 63%245,158 143,300
HRT FINANCIAL LLC bought286,364 286,364 Ironwood Wealth Management, llc 60%206,392 137,159
AMP Capital Investors Ltd bought278,602 278,602 NEXT Financial Group, Inc 93%203,489 14,670
Venturi Wealth Management, LLC bought241,816 241,816 SYNOVUS FINANCIAL CORP 37%202,964 342,717
Voya Financial Advisors, Inc. bought236,158 236,158 TORONTO DOMINION BANK 100%199,830 170
Cardan Capital Partners, LLC bought225,571 225,571 JAMES INVESTMENT RESEARCH INC 40%197,108 292,450
ZACKS INVESTMENT MANAGEMENT bought224,026 224,026 Freestate Advisors LLC 54%192,220 166,390
EVERGREEN CAPITAL MANAGEMENT LLC bought212,931 212,931 Proficio Capital Partners LLC sold170,274 0
People's United Financial, Inc. 52%210,589 615,820 Aveo Capital Partners, LLC 76%168,893 54,329
Raymond James Financial Services Advisors, Inc. 15%195,872 1,496,200 Tillar-Wenstrup Advisors, LLC sold166,179 0
AE Wealth Management LLC 43%195,166 653,374 GenWealth Group, Inc. sold163,582 0
Ambassador Advisors, LLC 2,578%186,437 193,670 CITIGROUP INC 34%157,766 301,279
Syntal Capital Partners, LLC bought184,744 184,744 Hilltop Holdings Inc. 63%151,337 87,483
BABSON CAPITAL MANAGEMENT LLC bought184,176 184,176 Blue Sky Asset Management, LLC 85%138,524 25,009
MML INVESTORS SERVICES, LLC 56%181,606 506,551 Paragon Wealth Strategies, LLC 98%133,832 2,809
Financial Engines Advisors L.L.C. 6,417%180,185 182,993 Veracity Capital LLC 84%132,848 25,168
Edgehill Endowment Partners, LLC 14%177,327 1,419,191 Winch Advisory Services, LLC 40%128,621 193,643
Wealthquest Corp bought173,365 173,365 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 34%116,822 224,969
Estate Counselors, LLC bought168,940 168,940 LAZARD ASSET MANAGEMENT LLC 34%116,251 225,721
Creative Planning 982%163,394 180,033 Empirical Finance, LLC 45%116,164 143,762
STEPHENS INC /AR/ 20%153,185 908,377 F3Logic, LLC 53%111,988 98,678
NTV ASSET MANAGEMENT LLC 557%149,440 176,255 Mariner Wealth Advisors, LLC 37%110,720 188,809
Lido Advisors, LLC 3,936%146,617 150,342 CULLEN FROST BANKERS INC sold106,851 0
CIBC World Markets Inc. bought145,970 145,970 Change Path, LLC 69%106,669 48,798
Rain Capital Management, LLC 118%144,231 266,515 Country Club Trust Company, n.a. 85%99,438 17,921
Orion Portfolio Solutions, LLC bought126,155 126,155 PRUDENTIAL CORP PLC 82%97,850 21,160
High Falls Advisors, Inc bought126,130 126,130 Blue Creek Investment Partners, LLC 91%85,400 8,517
Natixis Asset Management bought123,214 123,214 PLANNING DIRECTIONS INC sold84,306 0
Jackson Wealth Management, LLC bought122,926 122,926 Rampart Investment Management Company, LLC sold82,537 0
CX Institutional 117%116,914 216,682 MinichMacGregor Wealth Management, LLC 55%73,930 59,654
Perella Weinberg Partners Capital Management LP bought115,302 115,302 WOLVERINE TRADING, LLC 21%73,140 268,756
Interactive Financial Advisors 731%112,244 127,608 Sigma Planning Corp 28%73,051 187,571
Bank of New York Mellon CORP 30%109,458 480,001 Matson Money. Inc. 6%71,624 1,201,847
SCBT FINANCIAL CORP 87%104,954 225,098 Goss Wealth Management LLC 37%70,516 121,980
Advanced Asset Management Advisors Inc 476%103,332 125,020 Stratos Wealth Partners, LTD. 48%67,285 74,118
Landsberg, Bennett, & Dubbaneh LLC 41%98,315 340,392 M Holdings Securities, Inc. 83%64,938 12,898
Belpointe Asset Management LLC bought96,614 96,614 Arrow Investment Advisors, LLC 65%61,014 33,198
CREDIT SUISSE/ 875%96,178 107,164 Welch Group, LLC sold57,209 0
Carlton Hofferkamp & Jenks Wealth Management, LLC bought91,193 91,193 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 45%57,032 70,563
LEAVELL INVESTMENT MANAGEMENT, INC. 142%85,713 146,154 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 100%55,270 137
Advisory Services Network, LLC bought84,418 84,418 Redhawk Wealth Advisors, Inc. sold53,774 0
Renaissance Technologies(Jim Simons) 757%83,646 94,700 Capital Wealth Planning, LLC 94%52,404 3,193
3EDGE Asset Management, LP 34%83,302 328,834 SIMPLEX TRADING, LLC 98%51,023 1,200
Virtue Capital Management, LLC 572%83,090 97,627 DT Investment Partners, LLC 11%50,664 428,164
Integrated Wealth Concepts LLC 294%78,483 105,187 DEUTSCHE BANK AG 59%50,155 34,246
Strategic Wealth Partners, Ltd. 203%76,342 113,864 Janney Montgomery Scott LLC 12%46,499 336,382
COMMONWEALTH EQUITY SERVICES, LLC. 11%73,005 735,738 Capital Investment Advisory Services, LLC 21%45,796 172,931
Arete Wealth Advisors, LLC bought71,075 71,075 Betterment LLC 39%43,752 69,830
Astoria Strategic Wealth, Inc. bought71,027 71,027 Allianz Asset Management AG 70%43,290 18,270
Peak Asset Management, LLC bought70,682 70,682 Lenox Wealth Management, Inc. 92%43,058 3,785
MIRSKY FINANCIAL MANAGEMENT CORP. 79%67,220 152,282 Carnegie Capital Asset Management, LLC 90%40,743 4,566
INSIGHT 2811, INC. 9%66,285 838,133 LEVEL FOUR ADVISORY SERVICES, LLC sold40,532 0
Wellesley Investment Partners, LLC 34%64,309 251,233 CWM, LLC 43%39,785 53,480
COLDSTREAM CAPITAL MANAGEMENT INC bought63,753 63,753 FURE FINANCIAL CORP sold38,784 0
J P MORGAN CHASE & CO 2%63,370 2,724,695 Riggs Asset Managment Co. Inc. 100%37,331 129
Wealth Alliance bought62,131 62,131 Sowell Financial Services LLC 36%35,951 64,989
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought57,476 57,476 MERCER GLOBAL ADVISORS INC /ADV 45%33,915 41,967
Multi-Financial Securities Corp 55%56,972 161,018 CAPITAL ONE FINANCIAL CORP 7%32,596 420,376
Blueprint Investment Partners LLC bought54,264 54,264 WRAPMANAGER INC sold30,684 0
Mutual Advisors, LLC bought47,908 47,908 DAVIDSON D A & CO 56%30,499 24,374
Premise Capital, LLC bought46,070 46,070 CAPTRUST FINANCIAL ADVISORS 14%30,019 178,218
Claraphi Advisory Network, LLC bought46,023 46,023 WADE G W & INC 5%27,148 475,688
USAdvisors Wealth Management, LLC bought45,677 45,677 Ancora Advisors, LLC 93%26,850 1,947
Madrona Financial Services, LLC bought45,656 45,656 Homrich & Berg 67%25,176 12,235
Live Oak Private Wealth LLC bought44,820 44,820 HUNTINGTON ASSET ADVISORS, INC. 75%23,397 7,992
BANK OF MONTREAL /CAN/ 9%44,413 513,105 Cavalier Investments sold22,730 0
Buckingham Asset Management, LLC 115%44,365 83,048 Dorsey Wright & Associates 60%22,153 14,959
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought43,699 43,699 PERSONAL CFO SOLUTIONS, LLC 30%22,148 51,081
TWO SIGMA SECURITIES, LLC bought42,891 42,891 Stordahl Capital Management, Inc. 52%21,864 19,850
OPPENHEIMER & CO INC 24%41,486 210,987 BFSG, LLC 12%20,994 155,788
TOBIAS FINANCIAL ADVISORS, INC. bought41,300 41,300 PFG Financial Advisors 17%19,970 100,230
Glenview Trust Co 308%40,260 53,322 Robertson Stephens Wealth Management, LLC 83%19,752 4,168
GRAYBILL BARTZ & ASSOC LTD bought39,931 39,931 Capital Investment Advisors, LLC 42%19,383 26,800
J.W. COLE ADVISORS, INC. bought39,611 39,611 Empirical Financial Services, LLC 40%18,856 28,730
RAYMOND JAMES & ASSOCIATES 6%39,504 728,792 Canal Capital Management, LLC 61%18,762 12,035
Insight Wealth Strategies, LLC bought39,414 39,414 BDO Wealth Advisors, LLC 88%18,257 2,503
CALTON & ASSOCIATES, INC. 182%39,270 60,879 FDx Advisors, Inc. sold17,409 0
Capital Wealth Alliance, LLC bought39,219 39,219 Jaffetilchin Investment Partners, LLC 83%17,235 3,653
Csenge Advisory Group 162%39,020 63,131 DAVENPORT & CO LLC 16%16,817 89,725
ATTICUS WEALTH MANAGEMENT, LLC 84,711%38,967 39,013 Strategic Wealth Advisors Group,Inc. 16%16,665 87,632
Clearbridge Advisors, LLC bought37,072 37,072 AUA CAPITAL MANAGEMENT, LLC 27%16,543 45,275
Permanens Capital L.P. bought36,214 36,214 Integrated Advisors Network LLC 9%15,643 149,531
Horizon Investments, LLC/SC bought34,766 34,766 Wealthsimple US, Ltd. sold15,430 0
NORTHERN TRUST CORP bought34,351 34,351 Donald L. Hagan, LLC 11%14,931 118,653
STRATEGIC WEALTH MANAGEMENT INC /ADV bought34,066 34,066 Titan Capital Management, LLC /CA 6%14,522 225,753
Argent Advisors, Inc. 28%33,536 152,570 Private Advisor Group, LLC 17%14,052 70,462
Trinity Legacy Partners LLC 294%32,830 43,989 Delta Investment Management, LLC 63%13,434 7,883
Harborview Advisors, LLC bought32,284 32,284 FIFTH THIRD BANCORP 7%13,427 168,892
Kovitz Investment Group Partners, LLC bought31,664 31,664 KING LUTHER CAPITAL MANAGEMENT CORP 40%12,235 18,087
TrinityPoint Wealth, LLC 163%30,558 49,304 TRUE Private Wealth Advisors 2%11,324 509,525
Probity Advisors, Inc. bought30,209 30,209 MEEDER ASSET MANAGEMENT INC 53%10,716 9,496
Laurel Wealth Advisors, Inc. 1,190%29,312 31,776 ALESCO ADVISORS LLC 45%10,444 12,790
Atlantic Trust, LLC bought29,022 29,022 MARVIN & PALMER ASSOCIATES INC sold10,035 0
ESL Trust Services, LLC bought27,990 27,990 American Investment Services, Inc. 28%9,423 24,324
FOUNDERS FINANCIAL SECURITIES LLC bought27,428 27,428 Oliver Luxxe Assets LLC 70%8,739 3,761
CAPITAL INVESTMENT SERVICES OF AMERICA INC 166%27,090 43,401 EAGLE ASSET MANAGEMENT INC 67%8,737 4,303
BRIDGER CAPITAL MANAGEMENT, LLC 99%26,790 53,910 Third Point LLC (Daniel Loeb) 18%8,680 38,744
Brio Consultants, LLC 377%26,701 33,791 Raub Brock Capital Management LP 9%8,675 86,665
RMR Wealth Builders bought25,900 25,900 Jacobi Capital Management LLC 95%8,502 450
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought24,814 24,814 PFS INVESTMENTS INC. 5%8,409 157,879
LEE DANNER & BASS INC bought24,800 24,800 Weaver Consulting Group 15%7,973 44,507
Westside Investment Management, Inc. bought24,690 24,690 AdvisorShares Investments LLC 30%7,400 17,100
KEYBANK NATIONAL ASSOCIATION/OH 4%24,403 602,283 Tower View Investment Management & Research LLC sold7,088 0
Prospera Financial Services bought24,269 24,269 Strategic Investment Advisors / MI sold6,871 0
BLAIR WILLIAM & CO/IL 37%23,745 87,264 GaveKal Capital, LLC sold6,691 0
WEDBUSH MORGAN SECURITIES INC 36%23,380 89,133 BENJAMIN F. EDWARDS & COMPANY, INC. 100%6,654 6
FRANKLIN RESOURCES INC 417%22,610 28,029 SPINNAKER TRUST sold6,580 0
Taylor, Cottrill, Erickson & Associates, Inc. 19%21,704 136,873 Burleson & Company, LLC 17%6,429 32,062
PRUDENTIAL FINANCIAL INC 117%21,480 39,900 Concorde Asset Management, LLC sold6,176 0
BALLAST ADVISORS LLC 837%20,904 23,402 Blackhawk Capital Partners LLC. sold6,161 0
Cascadia Advisory Services, LLC bought20,760 20,760 Capital Advisory Group Advisory Services, LLC sold6,111 0
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 250%20,160 28,229 Smith, Salley & Associates 90%5,919 650
AMG National Trust Bank bought20,052 20,052 Alhambra Investment Partners LLC 11%5,807 44,897
MILLENNIUM MANAGEMENT LLC bought19,182 19,182 REGIONS FINANCIAL CORP 13%5,731 37,609
Sunbelt Securities, Inc. bought18,847 18,847 DERBY & COMPANY, INC 62%5,637 3,476
Pure Financial Advisors, Inc. 71%18,812 45,399 Ausdal Financial Partners, Inc. 11%5,512 45,418
COMMERCE BANK N A/MO 48%18,257 56,026 Lion Street Advisors, LLC sold5,473 0
Legacy Private Trust Co. 65%17,957 45,776 Lee Capital Holdings LLC sold5,456 0
Moors & Cabot, Inc. 613%17,936 20,863 Lee Financial CORP 27%5,137 14,208
Cresset Asset Management, LLC bought17,658 17,658 Capital Financial Planning, LLC 55%4,923 4,058
Eqis Capital Management, Inc. 5%17,572 380,957 GUGGENHEIM CAPITAL LLC 3%4,875 139,113
RiverGlades Family Offices LLC bought17,550 17,550 BSC PRIVATE WEALTH MANAGEMENT, LLC sold4,803 0
DUBUQUE BANK & TRUST CO 53%17,459 50,651 PAX Financial Group, LLC 60%4,663 3,121
HAP Trading, LLC bought16,800 16,800 Maxim Capital Management LLC 5%4,632 88,021
AMERICAN INTERNATIONAL GROUP INC 19%16,500 102,300 Strategic Advisors LLC sold4,481 0
First Allied Advisory Services, Inc. 4%16,470 394,714 Biltmore Wealth Management, LLC 3%4,317 148,616
GREAT VALLEY ADVISOR GROUP, INC. bought16,460 16,460 EPIQ PARTNERS, LLC sold4,165 0
NorthCoast Asset Management LLC 71%16,453 39,669 FIRST HAWAIIAN BANK 13%4,139 27,277
Clarus Wealth Advisors bought16,341 16,341 HOWARD FINANCIAL SERVICES, LTD. 13%4,042 26,280
Barnes Bonner Castles 78%16,160 36,822 Fisher Asset Management, LLC(Kenneth L. Fisher) 1%3,815 255,557
CWA Asset Management Group, LLC bought16,000 16,000 PRIVATE TRUST CO NA 43%3,771 5,020
Hartland & Co., LLC 1,393%15,283 16,380 TCF National Bank sold3,691 0
Amerivest Investment Management LLC 1%15,196 1,482,299 NOMURA ASSET MANAGEMENT CO LTD sold3,495 0
STRATEGY ASSET MANAGERS LLC 109%15,132 29,076 ARGI Investment Services, LLC 2%3,410 211,924
Private Advisory Group LLC bought14,989 14,989 PINNACLE FINANCIAL PARTNERS INC sold3,313 0
Beacon Pointe Advisors, LLC 445%14,942 18,303 SkyOak Wealt, LLC 28%3,311 8,354
WEALTHSOURCE PARTNERS, LLC 267%14,472 19,890 Sontag Advisory, LLC 8%3,306 36,861
HM PAYSON & CO bought14,379 14,379 Valeo Financial Advisors, LLC 73%3,075 1,133
Trexquant Investment LP bought14,341 14,341 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 15%3,068 17,779
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 40%14,291 50,304 STEPHENS GROUP ASSET MANAGEMENT, LLC 44%3,024 3,777
Comprehensive Portfolio Management, LLC 32%14,148 57,807 Well Done, LLC 9%3,017 29,059
McCollum Christoferson Group LLC 81%14,135 31,585 Rockefeller Capital Management L.P. sold2,844 0
GUARDIAN CAPITAL ADVISORS LP bought13,900 13,900 BP WEALTH MANAGEMENT, LLC 8%2,797 34,001
tru Independence LLC bought13,864 13,864 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 13%2,780 17,970
National Asset Management, Inc. 31%13,631 57,117 TELEMUS CAPITAL, LLC 3%2,763 77,236
GREENWOOD CAPITAL ASSOCIATES LLC bought13,596 13,596 Resources Investment Advisors, Inc. 19%2,745 11,880
Transamerica Financial Advisors, Inc. bought13,370 13,370 First Heartland Consultants, Inc. sold2,713 0
Omnia Family Wealth, LLC 20%12,869 76,525 Partnervest Advisory Services LLC sold2,668 0
KFA Private Wealth Group, LLC bought12,673 12,673 Shilanski & Associates, Inc. sold2,644 0
HUNTINGTON NATIONAL BANK 25%12,586 63,570 Hanlon Investment Management, Inc. 28%2,547 6,400
M&T BANK CORP 30%12,281 52,730 Argent Trust Co sold2,502 0
LexAurum Advisors, LLC bought12,190 12,190 LINCOLN NATIONAL CORP 78%2,502 702
Towercrest Capital Management 151%12,047 20,047 PRINCIPAL FINANCIAL GROUP INC sold2,458 0
Slow Capital, Inc. bought11,639 11,639 Goelzer Investment Management, Inc. 16%2,328 12,080
Rehmann Capital Advisory Group bought11,554 11,554 Good Life Advisors, LLC 8%2,258 27,063
NewFocus Financial Group, LLC bought11,449 11,449 America First Investment Advisors, LLC 1%2,149 234,753
Archetype Wealth Partners, LLC 71%11,437 27,619 We Are One Seven, LLC 39%2,141 3,411
Invesco Ltd. bought11,409 11,409 SNS Financial Group, LLC 16%2,114 10,938
CAPITAL INSIGHT PARTNERS, LLC bought11,373 11,373 ETRADE Capital Management LLC 70%2,064 865
WESPAC Advisors, LLC 34%10,897 42,693 Lakeview Capital Partners, LLC 90%2,000 221
Mirae Asset Global Investments Co., Ltd. 6%10,750 195,129 H D Vest Advisory Services 7%1,933 25,384
TOWNSQUARE CAPITAL LLC 129%10,698 19,008 PICTET BANK & TRUST Ltd 14%1,900 11,300
Van Hulzen Asset Management, LLC 20%10,687 65,154 BRAVE ASSET MANAGEMENT INC 11%1,861 14,728
AdvicePeriod, LLC 13%10,569 90,893 TCI Wealth Advisors, Inc. 95%1,819 100
Kingsview Wealth Management, LLC 25%10,524 53,079 IHT Wealth Management, LLC 18%1,808 8,250
PARK AVENUE SECURITIES LLC bought10,418 10,418 Goodman & Company, Investment Counsel Ltd. 20%1,790 7,104
Bristlecone Advisors, LLC 189%10,120 15,478 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 18%1,765 7,861
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought9,942 9,942 PFG Advisors 11%1,717 14,391
BRINKER CAPITAL INC 19%9,620 59,404 Connecticut Wealth Management, LLC 4%1,564 43,091
Castle Rock Wealth Management, LLC 109%9,507 18,264 Banco Santander, S.A. 59%1,508 1,031
Pinnacle Wealth Management Advisory Group, LLC 126%9,400 16,880 SignalPoint Asset Management, LLC 11%1,479 11,722
Winfield Associates, Inc. 82%9,150 20,290 Winslow, Evans & Crocker, Inc. 85%1,476 262
MV Capital Management, Inc. bought9,012 9,012 Milestone Group, Inc. 11%1,367 10,921
EPG Wealth Management LLC 801%8,992 10,115 USA Financial Portformulas Corp 6%1,338 22,604
WOODMONT INVESTMENT COUNSEL LLC bought8,963 8,963 HCR Wealth Advisors 38%1,280 2,053
CAMBIAR INVESTORS LLC 13%8,856 75,253 Checchi Capital Advisers, LLC 4%1,229 26,355
ST GERMAIN D J CO INC bought8,845 8,845 TWIN FOCUS CAPITAL PARTNERS, LLC 21%1,209 4,563
PINNACLE ASSOCIATES LTD 42%8,811 30,004 WHITE PINE CAPITAL LLC 3%1,185 35,307
MARSHALL FINANCIAL GROUP INC /ADV bought8,656 8,656 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1%1,077 144,729
CAMDEN NATIONAL BANK 70%8,605 20,812 Semmax Financial Advisors Inc. 40%1,002 1,474
Shepherd Financial Partners LLC 41%8,590 29,786 HOLDERNESS INVESTMENTS CO 21%1,000 3,850
Mader & Shannon Wealth Management, Inc. 10%8,534 93,978 Patriot Financial Group Insurance Agency, LLC 62%956 589
OmniStar Financial Group, Inc. 24%8,492 44,122 SeaBridge Investment Advisors LLC 2%870 47,696
Private Portfolio Partners LLC bought8,481 8,481 Unio Capital LLC 5%854 16,464
Vigilare Wealth Management bought8,344 8,344 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 19%846 3,639
BIDWELL C M & ASSOCIATES LTD/ bought8,255 8,255 SPROTT INC. 16%838 4,466
Traverso Chambers Private Wealth Management, LLC 5%8,237 170,405 Prime Capital Investment Advisors, LLC 12%820 6,084
PARTNERS CAPITAL INVESTMENT GROUP, LLP 59%8,234 22,163 BEACON INVESTMENT ADVISORY SERVICES, INC. 8%800 9,580
SMITHFIELD TRUST CO 80%7,896 17,763 Samalin Investment Counsel, LLC 6%778 11,671
SUMMIT FINANCIAL GROUP INC 91%7,879 16,514 Wealthcare Advisory Partners LLC 11%774 6,372
Paracle Advisors, LLC bought7,610 7,610 Aptus Capital Advisors, LLC sold766 0
Parkside Financial Bank & Trust 61%7,341 19,441 BELLEVUE ASSET MANAGEMENT, LLC sold758 0
EATON VANCE MANAGEMENT 9%7,176 87,088 Diversified Portfolios, Inc. 6%737 10,893
Pensionmark Financial Group, LLC 20%7,109 42,165 Advisory Alpha, LLC sold667 0
Great Point Wealth Advisors, LLC 5%6,926 146,364 Foothills Asset Management, Ltd. 6%665 11,212
FCG ADVISORS, LLC 99%6,848 13,752 BINGHAM OSBORN & SCARBOROUGH LLC 22%663 2,327
Atlas Private Wealth Management bought6,774 6,774 MA Private Wealth 1%632 52,622
GAMBLE JONES INVESTMENT COUNSEL 7%6,754 106,469 Lowe fs, LLC sold625 0
FINANCIAL ADVISORY CORP /UT/ /ADV bought6,588 6,588 Secure Asset Management, LLC 7%584 7,618
Larson Financial Group LLC 6,824%6,415 6,509 Arkfeld Wealth Strategies, L.L.C. 11%550 4,400
Krasney Financial LLC bought6,015 6,015 Global Retirement Partners, LLC 5%530 9,481
GFS Advisors, LLC bought5,945 5,945 Gateway Advisory, LLC 16%511 2,711
Zions Bancorporation, N.A. bought5,892 5,892 Enterprise Bank & Trust Co 7%491 7,025
Arkadios Wealth Advisors 291%5,824 7,826 Oakmont Partners LLC 3%480 15,621
Harbour Capital Advisors, LLC bought5,800 5,800 Parcion Private Wealth LLC 6%478 7,427
Verition Fund Managegment LLC bought5,773 5,773 CITIZENS FINANCIAL GROUP INC/RI 2%467 19,691
St. James Investment Company, LLC 76%5,760 13,362 Neuberger Berman Group LLC 7%459 6,161
CENTAURUS FINANCIAL, INC. 474%5,721 6,929 Midwest Professional Planners, LTD. 8%403 4,549
Lighthouse Financial Advisors, Inc. bought5,625 5,625 Barrett Asset Management, LLC 2%400 24,886
WESBANCO BANK INC 4%5,558 142,213 Lutz Financial Services LLC 12%379 2,758
SG Americas Securities, LLC 74%5,450 12,815 TRUEWEALTH LLC 19%365 1,589
Crabel Capital Management, LLC bought5,400 5,400 SSI INVESTMENT MANAGEMENT INC 6%365 5,257
Steward Partners Investment Advisory, LLC 36%5,290 20,126 PACIFIC FINANCIAL GROUP INC 1%354 67,276
Pinnacle Advisory Group, Inc. bought5,278 5,278 Apexium Financial, LP 5%339 6,394
SCOTIA CAPITAL INC. 3%5,244 175,594 Eudaimonia Partners, LLC 13%328 2,106
VisionPoint Advisory Group, LLC bought5,189 5,189 Harwood Advisory Group, LLC 5%308 5,374
PNC FINANCIAL SERVICES GROUP INC 131%5,148 9,088 Element Wealth, LLC 14%295 1,751
CHARTWELL INVESTMENT PARTNERS, INC. bought5,124 5,124 Hanson McClain, Inc. 49%293 303
Steel Peak Wealth Management LLC 95%5,062 10,374 SPC Financial, Inc. 5%250 5,221
BANK HAPOALIM BM 54%5,025 14,325 Krilogy Financial LLC 8%234 2,568
BOYD WATTERSON ASSET MANAGEMENT LLC/OH bought5,000 5,000 NORTHERN OAK CAPITAL MANAGEMENT INC 11%230 1,776
IPG Investment Advisors LLC 9%4,868 57,892 BAILARD, INC. 5%221 4,257
Chicago Partners Investment Group LLC bought4,861 4,861 Perigon Wealth Management, LLC 4%218 4,916
Strategic Blueprint, LLC bought4,859 4,859 United Asset Strategies, Inc. 2%208 10,942
Suncoast Equity Management bought4,731 4,731 J. W. Coons Advisors, LLC 3%203 7,070
FormulaFolio Investments, LLC 49%4,519 13,698 S.A. Mason LLC sold200 0
Waterloo Capital, L.P. bought4,519 4,519 Magnus Financial Group LLC 2%199 8,950
NorthRock Partners, LLC bought4,499 4,499 Carnick & Kubik Group, LLC 4%193 4,973
BerganKDV Wealth Management, LLC 31%4,488 19,094 Texas Capital Bank Wealth Management Services Inc 2%192 9,284
Karp Capital Management Corp bought4,479 4,479 Bangor Savings Bank 5%191 3,529
Cedar Brook Financial Partners, LLC 170%4,473 7,105 Firestone Capital Management sold189 0
PROEQUITIES, INC. 4%4,468 104,265 Aviance Capital Partners, LLC 7%187 2,588
Family Firm, Inc. 22%4,406 24,418 BOENNING & SCATTERGOOD, INC. 2%168 9,043
Barber Financial Group, Inc. bought4,403 4,403 CAPROCK Group, Inc. 4%156 3,521
Keystone Financial Group bought4,395 4,395 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 3%154 5,892
First Financial Bank, N.A. - Trust Division 66%4,373 11,009 Nelson Roberts Investment Advisors, LLC 0%149 50,423
MASSMUTUAL TRUST CO FSB/ADV 37%4,232 15,596 INVESTMENT HOUSE LLC 1%143 14,348
Stratos Wealth Advisors, LLC 1,585%4,199 4,464 Independence Advisors, LLC 18%133 607
SigFig Wealth Management, LLC 11%4,074 42,782 Certified Advisory Corp 87%132 19
IFP Advisors, Inc 14%4,056 32,582 Outlook Wealth Advisors, LLC 3%119 4,391
TrueNorth, Inc. bought4,000 4,000 Financial Management Professionals, Inc. 4%114 2,600
Strategic Wealth Partners Group LLC bought3,927 3,927 BANK OF THE WEST 1%96 6,682
Regal Investment Advisors, LLC bought3,868 3,868 Exchange Capital Management, Inc. 2%95 4,378
Twele Capital Management, Inc. 4%3,838 96,971 Berkshire Money Management, Inc. sold94 0
Corient Capital Partners, LLC bought3,770 3,770 Kingfisher Capital LLC 1%87 13,000
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV bought3,616 3,616 Plante Moran Financial Advisors Ltd Partnership sold80 0
DAVIDSON TRUST CO bought3,598 3,598 Bogart Wealth, LLC 23%77 253
Calamos Wealth Management LLC bought3,594 3,594 WEBSTER BANK, N. A. 4%73 1,749
First Ascent Asset Management, LLC bought3,540 3,540 Savior LLC sold71 0
ATHENA CAPITAL ADVISORS LLC bought3,459 3,459 ARKANSAS FINANCIAL GROUP, INC. 2%62 2,913
AFFINIA FINANCIAL GROUP, LLC 3%3,405 120,896 YCMNET ADVISORS INC 3%61 2,377
Paradigm Financial Partners, LLC bought3,346 3,346 Wealth Quarterback LLC sold61 0
MATHER GROUP, INC. bought3,283 3,283 ROCKLAND TRUST CO 1%60 7,489
Martin Capital Partners, LLC 11%3,209 31,690 Royal Fund Management, LLC sold60 0
Equitable Holdings, Inc. bought3,179 3,179 Aurum Wealth Management Group, LLC 2%58 3,141
HANCOCK HOLDING CO 23%3,164 17,102 UNIONBANCAL CORP 24%57 181
BANQUE PICTET & CIE SA 29%3,136 13,972 Aspire Private Capital, LLC sold56 0
PEAPACK GLADSTONE FINANCIAL CORP bought3,113 3,113 AMERITAS INVESTMENT CORP 0%48 14,418
HBW Advisory Services LLC 49%3,071 9,347 NORTHWEST WEALTH MANAGEMENT, LLC 1%48 4,088
Monument Capital Management 16%3,035 22,068 Massey, Quick & Co., LLC sold47 0
USCA RIA LLC 95,100%2,853 2,856 LifePlan Financial Group, Inc 2%40 2,265
Intrua Financial, LLC bought2,819 2,819 Western Wealth Management, LLC 1%33 3,723
Camden Capital, LLC bought2,796 2,796 Blume Capital Management, Inc. 5%32 600
Tri-Star Advisors Inc. bought2,753 2,753 SevenBridge Financial Group, LLC 0%29 30,303
BRONFMAN E.L. ROTHSCHILD, L.P. bought2,606 2,606 VERUS CAPITAL PARTNERS, LLC 8%22 256
AMJ Financial Wealth Management bought2,601 2,601 TOMPKINS FINANCIAL CORP 0%18 8,285
Baystate Wealth Management LLC 3%2,582 89,087 Gibraltar Capital Management, Inc. 0%15 10,265
CPCM, LLC bought2,576 2,576 MCMILLION CAPITAL MANAGEMENT INC sold15 0
Mechanics Bank Trust Department 45%2,575 8,295 TSFG, LLC 2%13 801
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 14%2,566 20,944 FAMILY CAPITAL TRUST CO., NA 21%11 42
Bragg Financial Advisors, Inc bought2,565 2,565 NORTH AMERICAN MANAGEMENT CORP no change 5,345
BBK Capital Partners, LLC bought2,557 2,557 BLUESTEIN R H & CO no change 7,819
WMS Partners, LLC bought2,536 2,536 Lake Point Wealth Management no change 18
PEOPLES BANK NATIONAL ASSOCIATION 6%2,515 47,807 Stratford Consulting, LLC no change 96
GeoWealth Management, LLC bought2,514 2,514 PrairieView Partners, LLC no change 5,912
CHILTON CAPITAL MANAGEMENT LLC bought2,500 2,500 MERIDIAN INVESTMENT COUNSEL INC. no change 5,672
MONECO Advisors, LLC bought2,487 2,487 Sullivan, Bruyette, Speros & Blaney, Inc. no change 8,205
Endurance Wealth Management, Inc. bought2,412 2,412 SHAKER INVESTMENTS LLC/OH no change 7,542
Feltz Wealth PLAN Inc. bought2,403 2,403 Kovack Advisors, Inc. no change 7,269
Mattern Wealth Management LLC bought2,395 2,395 TOTH FINANCIAL ADVISORY CORP no change 218
Abbrea Capital, LLC bought2,375 2,375 Thomas J. Herzfeld Advisors, Inc. no change 7,481
Legacy Wealth Planning, LLC 1,130%2,374 2,584 BARCLAYS PLC no change 3,977
Migdal Insurance & Financial Holdings Ltd. 64%2,354 6,034 STALEY CAPITAL ADVISERS INC no change 33,875
Compagnie Lombard, Odier SCA bought2,350 2,350 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 29,851
Fiduciary Planning LLC bought2,347 2,347 Independent Family Office, LLC no change 29,622
G&S Capital LLC bought2,311 2,311 Sarasin & Partners LLP no change 29,124
Cougar Global Investments Ltd 18%2,276 15,001 Gierl Augustine Investment Management Inc no change 4,200
Apella Capital, LLC 24%2,192 11,426 STATE STREET CORP no change 1,968,450
Columbus Macro, LLC 1%2,191 152,421 Smart Portfolios, LLC no change 8,374
Spectrum Management Group, Inc. bought2,160 2,160 Jupiter Wealth Management LLC no change 45,589
Solstein Capital, LLC 12%2,125 19,227 EDMOND DE ROTHSCHILD HOLDING S.A. no change 1,125
EAGLE GLOBAL ADVISORS LLC 6%2,015 38,309 Financial Gravity Wealth, Inc. no change 27
FARR MILLER & WASHINGTON LLC/DC 10%2,008 21,717 BOSTON FINANCIAL MANGEMENT INC /MA no change 21,443
Bruderman Asset Management, LLC 23%1,990 10,741 SPRENG CAPITAL MANAGEMENT, INC. no change 21,313
Truehand, Inc bought1,950 1,950 AMARILLO NATIONAL BANK no change 9,300
Clear Creek Financial Management, LLC 9%1,930 22,429 VAUGHAN AND COMPANY SECURITIES, INC. no change 500
FLAGSHIP HARBOR ADVISORS, LLC 404%1,918 2,393 ELEMENT POINTE ADVISORS, LLC no change 8,600
Toroso Investments, LLC 8%1,857 24,217 SL ADVISORS, LLC no change 8,248
Vivaldi Capital Management, LLC 1%1,822 361,898 NEW SOUTH CAPITAL MANAGEMENT INC no change 10,035
Baker Ellis Asset Management LLC 3%1,755 55,665 Bellecapital International Ltd. no change 10,533
Emerald Investment Partners, LLC 90%1,737 3,669 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ no change 15,235
Biltmore Family Office, LLC 228%1,680 2,417 BESSEMER GROUP INC no change 11,490
InterOcean Capital, LLC 37%1,640 6,034 Founders Capital Management no change 1,450
Parallel Advisors, LLC 43%1,618 5,383 THRIVENT FINANCIAL FOR LUTHERANS no change 15,512
APPLETON PARTNERS INC/MA 35%1,591 6,080 PBMares Wealth Management LLC no change 8,212
WASHBURN CAPITAL MANAGEMENT, INC. 16%1,548 11,314 Sawyer & Company, Inc no change 65
Gemmer Asset Management LLC bought1,533 1,533 PLANNING ALTERNATIVES LTD /ADV no change 4,033
Beacon Financial Advisory LLC 59%1,526 4,123 VALLEY NATIONAL ADVISERS INC no change 1,330
Carroll Financial Associates, Inc. 7%1,518 21,952 Lenox Wealth Advisors, Inc. no change 1,220
MEITAV DASH INVESTMENTS LTD 43%1,490 4,969 NVWM, LLC no change 1,439
Cornerstone Wealth Group, LLC 8%1,464 19,356 Busey Trust CO no change 3,625
Patten Group, Inc. 54%1,385 3,929 HOWE & RUSLING INC no change 3,572
Bank Julius Baer & Co. Ltd, Zurich bought1,375 1,375 WHITTIER TRUST CO OF NEVADA INC no change 1,672
Financial Network 1%1,371 262,996 TFO-TDC, LLC no change 1,171
OPTIMUM INVESTMENT ADVISORS 8%1,356 18,364 PECAUT & CO. no change 1,127
CHESLEY TAFT & ASSOCIATES LLC/IL 33%1,332 5,357 Sandy Spring Bank no change 808
9258 Wealth Management, LLC 38%1,270 4,602 Capital Directions Investment Advisors, LLC no change 709
Kelman-Lazarov, Inc. 46%1,207 3,816 ATWOOD & PALMER INC no change 868
UMB BANK N A/MO 13%1,194 10,644 REILLY FINANCIAL ADVISORS, LLC no change 879
S. R. Schill & Associates 27%1,150 5,423 Covington Capital Management no change 1,071
DIMENSION CAPITAL MANAGEMENT PARTNERS 2%1,117 47,049 Tempus Wealth Planning, LLC no change 4,121
DeDora Capital, Inc. 11%1,111 11,179 Asset Dedication, LLC no change 2,067
Teamwork Financial Advisors, LLC 5%1,110 22,781 WSFS CAPITAL MANAGEMENT, LLC no change 2,392
SRS Capital Advisors, Inc. bought1,105 1,105 Colorado Capital Management, Inc. no change 2,784
RPg Family Wealth Advisory, LLC bought1,062 1,062 Tradewinds Capital Management, LLC no change 3,286
INTL FCSTONE INC. 27%1,054 5,011 AllSquare Wealth Management LLC no change 3,250
GW HENSSLER & ASSOCIATES LTD 16%1,050 7,691 ARBOR TRUST WEALTH ADVISORS, LLC no change 2,966
Baird Financial Group, Inc. 9%1,025 12,652 Tortoise Investment Management, LLC no change 3,076
STOCK YARDS BANK & TRUST CO 6%1,010 18,002 ARROW FINANCIAL CORP no change 142
BOYS ARNOLD & CO INC 6%1,000 18,602 BEESE FULMER INVESTMENT MANAGEMENT, INC. no change 2,645
OBERMEYER ASSET MANAGEMENT CO 28%982 4,510 Concentrum Wealth Management no change 2,594
Cranbrook Wealth Management, LLC bought971 971 IMS Capital Management no change 2,442
Financeware, Inc. 3%970 31,508 ASSOCIATED BANC-CORP no change 2,431
MOULTON WEALTH MANAGEMENT, INC 0%924 243,400 WEATHERLY ASSET MANAGEMENT LP /ADV no change 3,509
Principle Wealth Partners LLC bought895 895 Deane Retirement Strategies, Inc. no change 3,480
Ifrah Financial Services, Inc. 1%825 146,539 Berman Capital Advisors, LLC no change 2,587
UBP Investment Advisors SA 2%822 38,612 Warren Averett Asset Management, LLC no change 2,529
Horan Securities, Inc. 38%811 2,937 Bartlett & Co. LLC no change 650
Actinver Wealth Management, Inc. 1%764 58,098 Cascade Investment Advisors, Inc. no change 600
Atlas Private Wealth Advisors bought709 709 HORIZON BANCORP /IN/ no change 95
INGALLS & SNYDER LLC 9%700 8,175 Armor Investment Advisors, LLC no change 67
MATRIX ASSET ADVISORS INC/NY 10%698 7,895 CFG Asset Management LLC no change 65
Financial Advocates Investment Management 2%697 44,395 Spectrum Asset Management, Inc. (NB/CA) no change 4,485
Cetera Investment Advisers 6%678 11,638 Jackson, Grant Investment Advisers, Inc. no change 125
HighMark Wealth Management LLC 2%674 41,441 Braun-Bostich & Associates Inc. no change 165
AdvisorNet Financial, Inc 12%666 6,026 Joseph P. Lucia & Associates, LLC no change 156
RAYMOND JAMES TRUST CO 3%637 21,023 PIN OAK INVESTMENT ADVISORS INC no change 61
Modus Advisors, LLC bought577 577 Norway Savings Bank no change 50
Elmwood Wealth Management, Inc. bought568 568 Swan Wealth Advisors, Inc. no change 4,900
Stewardship Financial Advisors, LLC bought565 565 Successful Portfolios LLC no change 4,979
180 WEALTH ADVISORS, LLC 4%533 13,858 MERIDIAN MANAGEMENT CO no change 4,670
Newport Wealth Strategies, Inc. 7%519 7,874 SONATA CAPITAL GROUP INC no change 4,600
Truepoint, Inc. 2%513 25,549 Archer Investment Corp no change 22
McIlrath & Eck, LLC bought491 491 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV no change 11
Pointe Capital Management LLC 1%489 43,570 SADOFF INVESTMENT MANAGEMENT LLC no change 4,348
CREATIVE FINANCIAL DESIGNS INC /ADV bought479 479 NWK Group, Inc. no change 175
Financial Architects, Inc 12%475 4,380 SECURITY NATIONAL TRUST CO no change 422
GRT CAPITAL PARTNERS LLC 12%462 4,462 Community Bank, N.A. no change 416
Hudson Capital Management LLC 14%461 3,736 Rocky Mountain Advisers, LLC no change 500
SALEM INVESTMENT COUNSELORS INC bought454 454 First Washington CORP no change 500
ROWLAND CARMICHAEL ADVISORS INC /ADV 18%452 2,977 FARMERS & MERCHANTS INVESTMENTS INC no change 597
Core Wealth Advisors, Inc. bought435 435 Bremer Bank National Association no change 4,208
TRUSTCORE FINANCIAL SERVICES, LLC 5%434 8,861 HHM Wealth Advisors, LLC no change 400
Retirement Network 36%402 1,534 EVOKE WEALTH, LLC no change 360
Johnson Financial Group, Inc. 32%402 1,659 Lester Murray Antman dba SimplyRich no change 4,345
All Terrain Financial Advisors, LLC 2%400 24,112 Bedel Financial Consulting, Inc. no change 191
Alpha Cubed Investments, LLC 14%399 3,335 Ellis Investment Partners, LLC no change 4,309
WAYNE HUMMER INVESTMENTS L.L.C. 7%390 6,099 Ariel Capital Advisors, LLC no change 295
Vectors Research Management, LLC bought382 382 TRUST CO OF VERMONT no change 351
King Wealth Management Group, LLC 1%381 37,340 Sound Income Strategies, LLC no change 330
North Star Investment Management Corp. 1%377 51,746 JNBA Financial Advisors no change 5,086
WHITTIER TRUST CO 6%374 6,298
Patriot Investment Management Inc. 1%363 28,999
Golden State Wealth Management, LLC bought349 349
Pacifica Partners Inc. bought345 345
GARRISON POINT ADVISORS, LLC 3%345 10,640
Atlantic Trust Group, LLC 2%331 16,311
Private Capital Group, LLC bought326 326
New Potomac Partners, LLC 15%315 2,435
Cutler Group LP bought300 300
Asset Advisors Investment Management, LLC bought295 295
TBH Global Asset Management, LLC 4%287 7,493
GLYNN JA & CO 6%273 5,091
INNEALTA CAPITAL, LLC 7%260 4,029
Evanson Asset Management, LLC 5%251 5,370
HARBOR INVESTMENT ADVISORY, LLC 1%248 33,542
PETTYJOHN CO 7%247 3,918
WEXFORD CAPITAL LLC bought231 231
ANDERSON FISHER LLC 33%229 919
Oakworth Capital, Inc. 38%225 825
McMahon Financial Advisors, LLC bought218 218
Capital Asset Advisory Services LLC 10%214 2,416
Sterling Investment Advisors, Ltd. bought211 211
Crescent Grove Advisors, LLC 3%205 6,088
FIDUCIARY TRUST CO 5%200 4,063
SMITH SHELLNUT WILSON LLC /ADV 7%191 2,771
Center for Financial Planning, Inc. bought189 189
Stonebridge Capital Advisors LLC 68%161 397
Moisand Fitzgerald Tamayo, LLC bought143 143
Hoover Financial Advisors, Inc. bought141 141
Rosenberg Matthew Hamilton bought140 140
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2%136 6,609
Tarbox Group, Inc. bought125 125
Summit Investment Advisors, Inc. 1%100 10,407
Old Port Advisors 1%100 8,225
SPRINGBOK CAPITAL MANAGEMENT, LLC bought97 97
STIFEL FINANCIAL CORP bought91 91
SIGNATUREFD, LLC 5%81 1,556
Pinnacle Bank bought74 74
LGL PARTNERS, LLC 2%69 3,466
Lehman & Derafelo Financial Resources LLC 16%47 342
Private Ocean, LLC 33%47 189
BENJAMIN EDWARDS INC 4%39 907
Costello Asset Management, INC bought37 37
Gradient Investments LLC 28%30 138
FRONTIER INVESTMENT MGMT CO 0%29 12,329
MCF Advisors LLC bought28 28
LIBERTY WEALTH MANAGEMENT LLC bought27 27
Vigilant Capital Management, LLC bought25 25
Asset Management Group, Inc. 0%24 8,342
Stanley-Laman Group, Ltd. 0%23 11,198
Symmetry Partner, LLC 0%22 6,251
DIVIDEND GROWTH ADVISORS, LLC 14%20 168
Disciplined Investments, LLC 0%18 8,551
Allred Capital Management, LLC 0%18 12,192
Rockbridge Investment Management, LCC bought17 17
Demars Financial Group, LLC bought13 13
DONALDSON CAPITAL MANAGEMENT, LLC 0%12 10,743
LAKE STREET ADVISORS GROUP, LLC 0%10 3,312
Acropolis Investment Management, LLC 0%9 7,241
Elm Partners Management LLC bought8 8
SHEETS SMITH & ASSOCIATES INC 0%7 2,424
Lindbrook Capital, LLC 0%4 1,572
GOFEN & GLOSSBERG LLC /IL/ 0%3 10,947
Laurel Wealth Advisors LLC 0%2 1,114
FMR LLC bought2 2
Affinity Capital Advisors, LLC 0%1 2,876
Zhang Financial LLC 0%1 35,377
Sowa Financial Group, Inc. 0%1 5,464
Modera Wealth Management, LLC 0%1 4,793
Sugarloaf Wealth Management, LLC 0%1 435
Silverleafe Capital Partners, LLC 0%1 5,045
*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.*