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STOCK TICKER:
Suncor Energy Inc.   (ticker: SU)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 1,002,924,598
Previous Holdings: 910,076,238
Change: 10.20%
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)
ROYAL BANK OF CANADA bought74,271,926 74,271,926 Capital Research Global Investors 26%4,728,858 13,237,456
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 36%9,754,349 36,909,449 Russell Investments Group, Ltd. 76%3,670,747 1,174,991
Sanders Capital, LLC 19%4,891,210 31,000,294 TWO SIGMA INVESTMENTS LLC 73%3,428,715 1,262,876
Berkshire Hathaway Inc(Warren Buffett) 40%4,261,031 15,019,031 TORON CAPITAL MARKETS INC. 91%2,702,192 273,598
BANK OF AMERICA CORP /DE/ 50%3,405,848 10,262,525 AMERIPRISE FINANCIAL INC 25%2,580,399 7,666,301
MACKENZIE FINANCIAL CORP 14%2,314,925 18,783,190 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 91%2,373,547 232,231
CREDIT SUISSE/ 75%2,039,189 4,750,028 Capital Research & Management Co - Division 3 6%2,266,813 35,779,145
Goodman & Company, Investment Counsel Ltd. 10%2,032,523 21,991,157 MILLENNIUM MANAGEMENT LLC 81%2,169,076 496,358
BANK OF NOVA SCOTIA / 13%1,840,489 16,043,382 Verition Fund Managegment LLC sold2,001,432 0
M&G INVESTMENT MANAGEMENT LTD bought1,167,531 1,167,531 Highstreet Asset Management Inc. 93%1,750,549 138,217
DEUTSCHE BANK AG 15%1,124,600 8,421,179 Clearbridge Advisors, LLC 21%1,705,651 6,443,944
OMERS ADMINISTRATION CORP 53%1,114,339 3,200,711 Connor, Clark & Lunn Investment Management Ltd. 12%1,659,402 12,595,668
Beutel, Goodman & CO Ltd. 8%1,089,685 14,132,209 FIL Ltd 5%1,520,283 31,649,459
GUARDIAN CAPITAL LP 15%973,444 7,446,688 PRUDENTIAL CORP PLC sold1,337,435 0
Cardinal Capital Management, Inc. 55%731,194 2,059,015 Alyeska Investment Group, L.P. sold953,381 0
VICTORY CAPITAL MANAGEMENT INC bought680,510 680,510 D. E. Shaw & Co., INC. (David E. Shaw) 29%925,935 2,214,480
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 19%660,846 4,141,659 QV Investors Inc. 18%827,230 3,833,957
Man Group plc 37%637,917 2,349,077 J P MORGAN CHASE & CO 13%764,039 5,168,778
Hexavest Inc. 25%529,254 2,633,605 TWO SIGMA ADVISERS, LLC 12%631,200 4,532,421
LYRICAL ASSET MANAGEMENT LP 6%519,676 9,274,587 TORONTO DOMINION BANK sold591,614 0
GLUSKIN SHEFF & ASSOC INC 53%497,929 1,446,314 Marshall Wace LLP 99%587,548 4,196
Neuberger Berman Group LLC 10%462,673 4,917,559 Polar Capital LLP 37%576,802 996,740
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 84%410,287 898,133 LETKO, BROSSEAU & ASSOCIATES INC 4%527,363 12,434,729
PIONEER INVESTMENT MANAGEMENT INC 43%356,504 1,181,825 BANK OF MONTREAL /CAN/ 1%480,742 38,807,292
HENDERSON GROUP PLC 4%341,908 9,268,036 APG All Pensions Group 9%460,048 4,797,993
Renaissance Technologies(Jim Simons) 101%331,386 660,326 SCHRODER INVESTMENT MANAGEMENT GROUP 30%438,761 1,035,432
FMR LLC 1%327,985 22,894,755 FIERA SCEPTRE INC. 5%420,028 7,497,955
WEXFORD CAPITAL LLC bought308,047 308,047 Public Sector Pension Investment Board 12%378,700 2,863,828
BESSEMER GROUP INC 38,518%299,285 300,062 UBS Group AG 3%363,819 13,669,620
GEODE CAPITAL MANAGEMENT LLC 14%285,729 2,356,889 Swiss National Bank 6%338,000 5,470,712
Grantham, Mayo, Van Otterloo & Co. LLC 308%283,200 375,200 CANADA PENSION PLAN INVESTMENT BOARD 26%337,030 955,298
Deep Basin Capital LP bought257,407 257,407 UNITED SERVICES AUTOMOBILE ASSOCIATION sold326,234 0
SCOTIA CAPITAL INC. 6%248,930 4,211,632 WELLS FARGO & CO/MN 4%319,804 7,598,083
SIR Capital Management, L.P. bought241,523 241,523 Twin Tree Management, LP sold284,500 0
TD ASSET MANAGEMENT INC 1%217,729 32,189,570 Invesco Ltd. 1%280,227 46,997,704
JENNISON ASSOCIATES LLC 12%204,942 1,912,472 MORGAN STANLEY 7%250,412 3,177,645
Walleye Trading LLC 836%189,719 212,419 Zweig-DiMenna Associates LLC sold236,380 0
Quadrature Capital Ltd 14%184,000 1,531,400 Susquehanna International Group, LLP 20%234,900 948,700
TWO SIGMA SECURITIES, LLC 1,639%182,372 193,500 SIT INVESTMENT ASSOCIATES INC 52%224,465 209,110
Sumitomo Mitsui Trust Holdings, Inc. 3%176,878 6,200,771 AGF FUNDS INC 20%211,127 835,567
HSBC HOLDINGS PLC 18%171,923 1,117,070 Centenus Global Management, LP sold210,000 0
National Pension Service 7%140,957 2,166,015 GOLDMAN SACHS GROUP INC 10%195,517 1,698,256
Value Partner Investments Inc. bought133,805 133,805 Waratah Capital Advisors Ltd. sold189,558 0
VOLORIDGE INVESTMENT MANAGEMENT, LLC 67%133,238 331,916 ALLIANCEBERNSTEIN L.P. 25%187,134 551,642
Quinn Opportunity Partners LLC bought132,420 132,420 STATE OF WISCONSIN INVESTMENT BOARD 8%181,583 2,182,950
CITIGROUP INC 8%108,949 1,404,396 Caymus Capital Partners, L.P. sold181,513 0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 33%107,040 433,285 CAPITAL FUND MANAGEMENT S.A. 33%162,425 333,840
Fore Capital, LLC bought105,000 105,000 BURNEY CO/ 98%159,316 3,689
HEARTLAND ADVISORS INC 51%104,459 310,644 VANGUARD GROUP INC 0%151,258 47,767,420
Athanor Capital, LP 194%101,000 153,000 Allianz Asset Management AG 8%128,041 1,429,469
MACQUARIE GROUP LTD 85%100,048 217,142 Bank of New York Mellon CORP 5%126,174 2,669,921
Trexquant Investment LP bought97,204 97,204 ExodusPoint Capital Management, LP 46%120,204 142,383
JEFFERIES GROUP INC /DE/ bought96,977 96,977 BBVA USA BANCSHARES INC sold112,167 0
CHECK CAPITAL MANAGEMENT INC/CA 6%91,877 1,695,669 NWQ INVESTMENT MANAGEMENT CO LLC 10%111,222 1,012,912
DekaBank Deutsche Girozentrale 5%87,714 1,935,000 PEAK6 Investments LLC 87%110,408 16,625
Addenda Capital Inc. 5%79,585 1,566,621 CIBC World Markets Inc. 1%102,723 13,403,869
Parcion Private Wealth LLC bought77,167 77,167 Horizon Investments, LLC/SC sold90,445 0
Qube Research & Technologies Ltd bought76,319 76,319 Cutler Group LP 67%77,852 39,000
BB&T CORP bought75,979 75,979 RAYMOND JAMES & ASSOCIATES 9%75,236 780,768
NEW YORK STATE COMMON RETIREMENT FUND bought74,400 74,400 LAZARD ASSET MANAGEMENT LLC 2%74,226 3,708,615
Polar Securities Inc. 15%72,500 572,500 COMMERZBANK AKTIENGESELLSCHAFT /FI 83%74,133 15,033
Ensign Peak Advisors, Inc bought68,559 68,559 PRICE T ROWE ASSOCIATES INC /MD/ 6%72,302 1,208,902
Korea Investment CORP 4%67,800 1,896,614 LOCUST WOOD CAPITAL ADVISERS, LLC 4%66,445 1,442,821
CastleArk Alternatives, LLC 62%65,900 171,720 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 14%60,317 363,055
Brookfield Hedge Solutions LLC bought62,000 62,000 Ilmarinen Mutual Pension Insurance Co 11%57,242 470,000
Scott & Selber, Inc. bought59,139 59,139 CWM, LLC 12%56,584 432,243
CAXTON ASSOCIATES LLC (Bruce Kovner) 105%53,560 104,560 Tower Research Capital LLC 99%56,020 400
FRANKLIN RESOURCES INC 2%53,399 2,803,013 Stonehage Fleming Financial Services Holdings Ltd sold54,824 0
AlphaCrest Capital Management LLC 166%52,079 83,535 ACK Asset Management LLC sold51,000 0
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 71%48,320 116,846 BARCLAYS PLC 25%49,143 149,229
Nexus Investment Management Inc. 10%46,950 506,241 Guinness Asset Management LTD 17%45,600 229,662
Pacifica Partners Inc. bought42,732 42,732 LORD ABBETT & CO LLC 2%44,271 1,887,198
CASTLEARK MANAGEMENT LLC 48%41,880 128,595 WELLINGTON MANAGEMENT CO LLP 0%43,763 75,512,137
Assenagon Asset Management S.A. 128%41,758 74,312 BLAIR WILLIAM & CO/IL 6%40,296 676,285
NORTHERN TRUST CORP 2%39,955 1,982,441 SEVEN EIGHT CAPITAL, LLC sold40,292 0
LPL Financial CORP 54%39,810 114,003 Quantitative Systematic Strategies LLC sold33,632 0
Bach Investment Advisors Ltd bought36,800 36,800 PICTET ASSET MANAGEMENT LTD 5%32,000 583,457
Cubic Asset Management, LLC 39%34,952 123,548 Arosa Capital Management LP 4%30,000 661,395
BRINKER CAPITAL INC 25%34,754 174,144 Nikko Asset Management Americas, Inc. 12%29,426 215,926
HARBOR INVESTMENT ADVISORY, LLC bought32,255 32,255 South Dakota Investment Council 18%29,260 129,038
Atlantic Trust Group, LLC 12%31,124 300,735 Marshall Wace North America, L.P. 20%28,427 110,845
SUNRISE PARTNERS LLC /CT 86%29,957 64,618 AMF Pensionsforsakring AB 3%25,607 911,126
COMERICA SECURITIES,INC. bought29,677 29,677 Mitsubishi UFJ Trust & Banking Corp 9%24,197 239,664
Aperio Group, LLC 7%29,622 431,780 FOX RUN MANAGEMENT, L.L.C. sold22,128 0
Scheer, Rowlett & Associates Investment Management Ltd. 3%29,230 1,037,586 Arden Trust Co 37%22,025 37,818
Firestone Capital Management bought26,500 26,500 ARROWSTREET CAPITAL LIMITED PARTNERSHIP sold20,867 0
Platte River Wealth Advisors, LLC bought25,742 25,742 WOLVERINE TRADING, LLC 9%19,254 203,200
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought25,418 25,418 Fisher Asset Management, LLC(Kenneth L. Fisher) 52%17,602 16,037
ING INVESTMENT MANAGEMENT, INC. 3%25,400 986,616 HITE Hedge Asset Management LLC sold17,150 0
Cumberland Partners Ltd 3%25,090 883,863 Fairbanks Capital Management, Inc. 13%17,024 113,962
PARAMETRIC PORTFOLIO ASSOCIATES 2%24,665 1,127,100 ARP AMERICAS LLC 55%16,900 13,950
Quantbot Technologies LLC bought24,484 24,484 GROUP ONE TRADING, L.P. 15%15,278 83,863
Greenline Partners, LLC 8%23,906 309,403 Private Advisor Group, LLC 53%14,720 13,312
Virtus ETF Advisers LLC 26%23,752 113,386 Candriam Luxembourg S.C.A. 21%14,428 54,805
CANANDAIGUA NATIONAL BANK & TRUST CO 99%23,441 47,197 ENVESTNET ASSET MANAGEMENT INC 8%14,211 159,589
PDT Partners, LLC bought22,800 22,800 Hillsdale Investment Management Inc. 5%13,850 247,280
VIKING FUND MANAGEMENT LLC 14%20,000 160,000 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4%12,731 294,083
KORNITZER CAPITAL MANAGEMENT INC /KS 25%19,770 97,560 VIRGINIA RETIREMENT SYSTEMS ET AL 5%12,400 262,600
WASHINGTON TRUST CO bought19,087 19,087 TRADITION ASSET MANAGEMENT LLC 8%12,395 139,073
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought18,467 18,467 WEALTHSOURCE PARTNERS, LLC sold12,168 0
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 9%18,240 212,406 CoreCommodity Management, LLC 59%11,500 8,110
ARCADIA INVESTMENT MANAGEMENT CORP/MI 17%18,138 122,224 FDx Advisors, Inc. sold10,881 0
Tibra Equities Europe Ltd bought17,300 17,300 US BANCORP DE 10%10,753 99,166
Cerebellum GP, LLC bought16,683 16,683 AVIVA PLC 2%10,586 544,863
Zurcher Kantonalbank (Zurich Cantonalbank) 2%16,183 792,181 MML INVESTORS SERVICES, LLC sold10,565 0
UNIVEST CORP OF PENNSYLVANIA 22%15,088 82,999 PEAPACK GLADSTONE FINANCIAL CORP 92%10,392 850
AMERICAN CENTURY COMPANIES INC bought13,670 13,670 Atom Investors LP 2%10,087 410,736
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought13,425 13,425 WELD CAPITAL MANAGEMENT LLC sold9,379 0
DUALITY ADVISERS, LP 9%13,245 162,905 M&T BANK CORP 1%8,983 1,378,092
Raymond James Financial Services Advisors, Inc. 15%13,211 104,039 OXFORD ASSET MANAGEMENT sold8,698 0
Verdence Capital Advisors LLC bought12,560 12,560 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 28%8,133 21,067
AMP Capital Investors Ltd 2%12,500 600,465 ARONSON & JOHNSON & ORTIZ, LP 23%7,203 24,401
EXCHANGE TRADED CONCEPTS, LLC bought12,393 12,393 FIDUCIARY TRUST CO sold7,184 0
HRT FINANCIAL LLC bought11,951 11,951 MANUFACTURERES LIFE INSURANCE CO 1%7,107 738,459
Virtu Financial LLC bought11,863 11,863 HENNESSY ADVISORS INC 4%6,800 145,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND bought11,800 11,800 GREYLIN INVESTMENT MANGEMENT INC sold6,350 0
Princeton Global Asset Management LLC 16%11,782 85,704 RAYMOND JAMES TRUST CO 19%6,243 26,346
LEGAL & GENERAL GROUP PLC 0%11,602 7,185,569 DIVIDEND GROWTH ADVISORS, LLC 4%5,341 135,322
ATRIA INVESTMENTS LLC bought11,279 11,279 PCJ Investment Counsel Ltd. 3%5,130 195,399
GSA CAPITAL PARTNERS LLP bought11,106 11,106 RBA Wealth Management, LLC 9%4,938 48,429
TWIN FOCUS CAPITAL PARTNERS, LLC bought11,095 11,095 SENTRY INVESTMENT MANAGEMENT INC 4%4,936 118,934
Heathbridge Capital Management Ltd. 1%10,300 939,150 Bridgewater Associates, Inc.(Raymond Dalio) 1%4,876 602,100
PINNACLE ASSOCIATES LTD 16%10,220 72,308 QS Investors, LLC 17%4,629 23,109
Inscription Capital, LLC 110%10,059 19,244 World Asset Management Inc 23%4,395 14,591
TEWKSBURY CAPITAL MANAGEMENT LTD bought9,771 9,771 Crossmark Global Holdings, Inc. 4%4,237 102,307
AIGEN INVESTMENT MANAGEMENT, LP bought9,709 9,709 Jones Collombin Investment Counsel Inc 1%3,809 267,455
CIBC Global Asset Management Inc 0%9,636 16,003,977 TRUE Private Wealth Advisors 35%3,400 6,395
STEPHENSON NATIONAL BANK & TRUST bought9,433 9,433 Portland Global Advisors LLC 12%3,219 23,379
ADVISOR PARTNERS LLC bought9,430 9,430 QUEST CAPITAL MANAGEMENT INC /ADV sold3,071 0
VAN DEN BERG MANAGEMENT INC/TX bought9,295 9,295 STEPHENS INC /AR/ 12%2,999 22,755
GUARDIAN CAPITAL ADVISORS LP 3%8,777 330,266 HUNTINGTON NATIONAL BANK 27%2,863 7,711
REGIONS FINANCIAL CORP 12%8,722 80,151 CONNING Asset Management Co. 1%2,832 248,200
COMMERCE BANK N A/MO 84%8,707 19,039 Guinness Atkinson Asset Management Inc 12%2,800 20,876
NATIXIS bought8,328 8,328 MCKINLEY CAPITAL MANAGEMENT INC /AK 9%2,693 28,682
BALYASNY ASSET MANAGEMENT LLC bought8,229 8,229 Vestmark Advisory Solutions, Inc. 14%2,447 14,555
GUYASUTA INVESTMENT ADVISORS INC bought8,228 8,228 THOMAS WHITE INTERNATIONAL LTD 4%2,309 55,192
Hammer Asset Management, LLC 20%7,985 48,595 EAGLE GLOBAL ADVISORS LLC 2%2,298 136,454
DODGE & COX(DODGE & COX) 0%7,500 38,023,000 Resource Management, LLC 1%2,187 260,040
Perkins Coie Trust Co 225%7,378 10,655 First PREMIER Bank sold2,179 0
COLONY GROUP LLC 1%7,092 586,753 SYNOVUS FINANCIAL CORP 6%2,067 30,651
Harbour Capital Advisors, LLC bought6,900 6,900 Mariner Wealth Advisors, LLC 15%1,784 10,420
GRT CAPITAL PARTNERS LLC 50%6,700 20,000 REGENTATLANTIC CAPITAL LLC 14%1,710 10,666
MATHER GROUP, INC. bought6,684 6,684 BROWN BROTHERS HARRIMAN & CO 60%1,676 1,123
Voya Financial Advisors, Inc. bought6,538 6,538 AdvisorNet Financial, Inc 12%1,506 11,403
SPRINGBOK CAPITAL MANAGEMENT, LLC 432%6,334 7,800 Winslow, Evans & Crocker, Inc. 10%1,500 13,500
Evercore Wealth Management, LLC bought6,310 6,310 FIRST MANHATTAN CO 31%1,480 3,250
Eagle Ridge Investment Management bought6,162 6,162 HPM Partners LLC 13%1,472 9,797
Donald L. Hagan, LLC 17%5,663 39,080 WETHERBY ASSET MANAGEMENT INC 7%1,301 18,689
Capital World Investors 0%5,648 9,507,347 Morningstar Investment Services, Inc. 16%1,225 6,474
Plante Moran Financial Advisors Ltd Partnership bought5,427 5,427 CLARET ASSET MANAGEMENT Corp 5%1,211 25,362
Willingdon Wealth Management 4%5,192 136,601 Long Road Investment Counsel, LLC 6%1,200 19,160
UNIONBANCAL CORP 6%5,008 88,554 NorthCoast Asset Management LLC 3%1,171 44,402
BANQUE PICTET & CIE SA 21%5,000 28,400 FIFTH THIRD BANCORP 5%1,076 18,610
BRADLEY FOSTER & SARGENT INC/CT 1%4,932 587,929 SEI INVESTMENTS CO 1%942 182,295
BROWN ADVISORY HOLDINGS INC 0%4,503 2,546,110 GSB Wealth Management, LLC sold936 0
HighTower Advisors, LLC 10%4,247 46,752 MERCER GLOBAL ADVISORS INC /ADV 12%909 6,600
Freestone Capital Holdings, LLC 11%4,055 41,198 CULLEN FROST BANKERS INC 51%903 860
COMMONWEALTH EQUITY SERVICES, LLC. 17%3,659 24,982 Sawyer & Company, Inc 3%825 26,413
Manning & Napier Group, LLC 3%3,303 111,638 FIRST FINANCIAL CORP /IN/ 3%806 26,486
BANK OF NOVA SCOTIA TRUST CO 0%3,052 617,080 Manchester Capital Management LLC sold725 0
AXA 3%2,942 102,814 Chevy Chase Trust Holdings, Inc. 8%724 8,052
Asset Dedication, LLC 32%2,916 11,938 Arete Wealth Advisors, LLC 5%717 14,592
Total Clarity Wealth Management, Inc. bought2,815 2,815 WESTPAC BANKING CORP 0%700 228,160
SHELL ASSET MANAGEMENT CO 2%2,800 129,145 Manitou Investment Management Ltd. 5%670 12,302
Mirae Asset Global Investments Co., Ltd. 21%2,791 16,295 IFP Advisors, Inc 25%641 1,957
PROSPECTOR PARTNERS LLC 1%2,500 237,000 Thomas J. Herzfeld Advisors, Inc. sold607 0
Silver Heights Capital Management Inc. 1%2,400 321,980 TCF National Bank 1%605 45,498
ROBERTS GLORE & CO INC /IL/ 21%2,339 13,268 WELCH & FORBES LLC 0%572 334,566
SIGNATUREFD, LLC 23%2,335 12,696 GUGGENHEIM CAPITAL LLC 2%550 31,889
Inlet Private Wealth, LLC 5%2,309 47,084 CITIZENS FINANCIAL GROUP INC/RI 54%541 459
Americana Partners, LLC bought2,210 2,210 EATON VANCE MANAGEMENT 2%519 31,816
Valeo Financial Advisors, LLC 72%2,206 5,287 PEOPLES FINANCIAL SERVICES CORP. 6%500 8,323
SG Americas Securities, LLC 18%2,152 13,813 Garrett Wealth Advisory Group, LLC sold485 0
FOSTER & MOTLEY INC 7%2,007 30,836 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6%484 7,598
MONTGOMERY INVESTMENT MANAGEMENT INC 3%2,000 72,700 BAROMETER CAPITAL MANAGEMENT INC. sold480 0
K.J. Harrison & Partners Inc 14%2,000 16,263 WRAPMANAGER INC 5%464 8,686
HAP Trading, LLC 8%1,900 25,912 Moors & Cabot, Inc. 6%450 6,893
DORCHESTER WEALTH MANAGEMENT Co 1%1,871 313,856 Squar Milner Financial Services LLC sold433 0
OPPENHEIMER ASSET MANAGEMENT INC 5%1,857 35,928 Advisory Services Network, LLC 5%429 8,403
Procyon Private Wealth Partners, LLC bought1,838 1,838 RMB Capital Management, LLC 5%428 8,861
JARISLOWSKY FRASER LTD 0%1,679 1,296,106 FARMERS & MERCHANTS INVESTMENTS INC 7%418 5,540
Janney Montgomery Scott LLC 24%1,632 8,323 AMERITAS INVESTMENT CORP sold410 0
Private Capital Group, LLC 144%1,628 2,755 Executive Wealth Management, LLC sold400 0
HORIZON ASSET MANAGEMENT INC/NY 3%1,585 63,358 Capital Bank & Trust Co 3%383 10,983
QUADRANT CAPITAL GROUP LLC 18%1,535 9,946 Farmers & Merchants Trust Co of Chambersburg PA sold380 0
Financial Architects, Inc 405%1,425 1,777 EVERGREEN CAPITAL MANAGEMENT LLC 0%331 67,845
ING INVESTMENT MANAGEMENT LLC 1%1,351 132,973 Capital Innovations LLC 1%315 21,960
Corient Capital Partners, LLC 19%1,268 7,861 SMITH ASSET MANAGEMENT GROUP LP sold307 0
TOBIAS FINANCIAL ADVISORS, INC. bought1,200 1,200 Sowell Financial Services LLC 18%279 1,250
ETRADE Capital Management LLC 1%1,056 98,418 Capital Investment Advisory Services, LLC sold275 0
BRANDYWINE OAK PRIVATE WEALTH LLC 14%957 7,993 FinTrust Capital Advisors, LLC sold270 0
WASATCH ADVISORS INC 1%954 187,394 CLS INVESTMENT FIRM, LLC 68%261 123
DIMENSIONAL FUND ADVISORS INC 0%942 6,056,798 DOWLING & YAHNKE INC 3%260 7,965
BRIDGES INVESTMENT MANAGEMENT INC 10%840 8,920 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 3%249 8,538
KEYBANK NATIONAL ASSOCIATION/OH 5%818 17,978 Quad-Cities Investment Group, LLC sold246 0
AUGUSTINE ASSET MANAGEMENT INC 1%785 88,305 Archer Investment Corp 6%244 4,100
Advisor Group, Inc. 2%769 38,947 GREENLEAF TRUST 2%239 11,707
Sigma Planning Corp 5%730 14,360 Johnson Financial Group, Inc. 79%221 60
WEST BANCORPORATION INC bought720 720 Amerivest Investment Management LLC sold171 0
Savior LLC bought702 702 MOTCO 63%169 99
Creative Planning 3%654 21,236 PRIVATE BANK & TRUST CO 2%153 7,958
Jacobi Capital Management LLC 39%610 2,158 Carroll Financial Associates, Inc. 9%149 1,444
Column Capital Advisors, LLC bought609 609 Laurel Wealth Advisors, Inc. 2%145 6,614
Oakworth Capital, Inc. 296%603 807 First Bank & Trust 6%140 2,031
CIGNA INVESTMENTS INC /NEW 3%579 23,032 Sonora Investment Management, LLC 14%123 779
SALEM INVESTMENT COUNSELORS INC 118%490 905 Parallel Advisors, LLC 22%120 426
Orion Portfolio Solutions, LLC bought423 423 Price Wealth Management, Inc. sold112 0
GATEWAY INVESTMENT ADVISERS LLC 2%401 18,190 Venturi Wealth Management, LLC sold111 0
Center for Financial Planning, Inc. bought400 400 NEVILLE RODIE & SHAW INC 1%100 16,518
HOWARD WEALTH MANAGEMENT, LLC bought400 400 USCA RIA LLC sold100 0
Lingohr & Partner Asset Management GmbH 1%392 29,621 M&R CAPITAL MANAGEMENT INC sold100 0
KCS Wealth Advisory 1%384 27,848 McIlrath & Eck, LLC 75%95 31
Advisory Alpha, LLC bought360 360 NEXT Financial Group, Inc 34%91 176
Prospera Financial Services 3%356 13,079 Gs Investments, Inc. 0%85 26,100
Barnett & Company, Inc. bought337 337 Lindbrook Capital, LLC 4%83 1,942
Sugarloaf Wealth Management, LLC bought334 334 GLENMEDE TRUST CO NA 0%64 20,006
Endurance Wealth Management, Inc. bought306 306 Coastal Investment Advisors, Inc. sold59 0
Pacitti Group Inc. bought280 280 ROPES WEALTH ADVISORS LLC 67%30 15
STIFEL FINANCIAL CORP 27%267 1,267 COURIER CAPITAL CORP 0%27 25,708
HOWE & RUSLING INC 60%221 588 Delta Investment Management, LLC 0%10 19,388
BRONFMAN E.L. ROTHSCHILD, L.P. 2%195 8,855 Financial Gravity Wealth, Inc. sold6 0
Lenox Wealth Management, Inc. 52%191 556 EVOKE WEALTH, LLC 0%4 8,450
Stonebridge Capital Advisors LLC 243%180 254 Roble, Belko & Company, Inc no change 85
Asio Capital, LLC bought175 175 OGOREK ANTHONY JOSEPH /NY/ /ADV no change 64
Raab & Moskowitz Asset Management LLC bought170 170 Lee Financial CORP no change 77
Financeware, Inc. bought154 154 Norway Savings Bank no change 13
VAN ECK ASSOCIATES CORP 0%141 53,626 Coastal Capital Group, Inc. no change 100
Kore Private Wealth LLC bought141 141 Prestige Wealth Management Group LLC no change 9
Tradewinds Capital Management, LLC 50%135 403 TCI Wealth Advisors, Inc. no change 58
HighMark Wealth Management LLC bought124 124 Old North State Trust, LLC no change 43
TRUST CO OF VERMONT 1%110 9,037 BABSON CAPITAL MANAGEMENT LLC no change 1,142,697
EPG Wealth Management LLC bought106 106 NICOLA WEALTH MANAGEMENT LTD. no change 370,600
Cornerstone Advisors, Inc. 7%91 1,479 Skandinaviska Enskilda Banken AB (publ) no change 106,400
Sowa Financial Group, Inc. bought85 85 State of Tennessee, Treasury Department no change 1,194,501
ENTERPRISE FINANCIAL SERVICES CORP 12%81 778 Truehand, Inc no change 103
Global Retirement Partners, LLC 2%70 3,786 Heronetta Management, L.P. no change 85,000
LINCOLN NATIONAL CORP 0%55 30,069 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC no change 84,200
ATTICUS WEALTH MANAGEMENT, LLC bought54 54 Swank Energy Income Advisors, LP no change 45,130
S.A. Mason LLC bought50 50 NOMURA ASSET MANAGEMENT CO LTD no change 38,594
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 5%32 648 PUTNAM INVESTMENTS LLC no change 400,760
Steward Partners Investment Advisory, LLC 1%25 2,988 Gulf International Bank (UK) Ltd no change 26,049
Glassman Wealth Services 23%19 100 Mawer Investment Management Ltd. no change 72,200
Davis-Rea Ltd. 0%18 13,133 Mn Services Vermogensbeheer B.V. no change 546,736
Wunderlich Capital Managemnt 0%14 42,775 BRANDYWINE TRUST CO no change 35,476
Berman Capital Advisors, LLC 2%10 453 GLYNN CAPITAL MANAGEMENT LLC no change 25,915
WHITTIER TRUST CO 1%7 838 Covington Capital Management no change 600
Baystate Wealth Management LLC 1%4 344 BEESE FULMER INVESTMENT MANAGEMENT, INC. no change 6,450
Patriot Financial Group Insurance Agency, LLC 1%4 411 BLUESTEIN R H & CO no change 25,000
Zions Bancorporation, N.A. 0%3 829 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 6,805
Focused Wealth Management, Inc 1%2 246 Lombard Odier Asset Management (Switzerland) SA no change 6,902
Altshuler Shaham Ltd 25%2 10 King Wealth Management Group, LLC no change 8,055
Ellis Investment Partners, LLC 1%2 170 PUZO MICHAEL J no change 8,000
FLAGSHIP HARBOR ADVISORS, LLC 0%1 255 Banco de Sabadell, S.A no change 6,090
Hanson McClain, Inc. 0%1 377 JFS WEALTH ADVISORS, LLC no change 6,000
GABLES CAPITAL MANAGEMENT INC. no change 2,800
Community Bank, N.A. no change 2,500
Compagnie Lombard, Odier SCA no change 4,300
Fortis Advisors, LLC no change 4,500
THORNBURG INVESTMENT MANAGEMENT INC no change 4,529
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH no change 21,455
WILEY BROS.-AINTREE CAPITAL, LLC no change 8,366
SEAWARD MANAGEMENT LIMITED PARTNERSHIP no change 12,912
KARPAS STRATEGIES LLC no change 11,400
Riverview Trust Co no change 13,255
Rockefeller Capital Management L.P. no change 2,277
Lombard Odier Asset Management (Europe) Ltd no change 17,172
CSS LLC/IL no change 14,220
Hillstrust no change 11,265
Crewe Advisors LLC no change 10,794
Coastline Trust CO no change 9,040
Investors Research Corp no change 20,718
WHITTIER TRUST CO OF NEVADA INC no change 10,012
BANK OF THE WEST no change 10,262
U S GLOBAL INVESTORS INC no change 20,000
SHINE INVESTMENT ADVISORY SERVICES INC no change 2,334
WEBSTER BANK, N. A. no change 2,000
Ironwood Wealth Management, llc no change 265
OPTIMUM INVESTMENT ADVISORS no change 236
SMITHFIELD TRUST CO no change 307
Personal Wealth Partners no change 312
Sandy Spring Bank no change 344
Hanson Investment Management no change 324
EARNEST PARTNERS LLC no change 231
AUA CAPITAL MANAGEMENT, LLC no change 200
Hudock Moyer Wealth Resources, LLC no change 140
CNB Bank no change 130
PROEQUITIES, INC. no change 168
Aspire Private Capital, LLC no change 172
TRUEWEALTH LLC no change 185
Wealthcare Advisory Partners LLC no change 363
AllSquare Wealth Management LLC no change 500
Legacy Bridge, LLC no change 970
Capital Directions Investment Advisors, LLC no change 923
ACIMA PRIVATE WEALTH, LLC no change 1,450
Cordasco Financial Network no change 1,645
KINGS POINT CAPITAL MANAGEMENT no change 2,000
BENJAMIN F. EDWARDS & COMPANY, INC. no change 825
Kistler-Tiffany Companies, LLC no change 715
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 608
TRUSTCORE FINANCIAL SERVICES, LLC no change 600
Pinnacle Bank no change 619
Ellevest, Inc. no change 680
Weaver Consulting Group no change 697
BerganKDV Wealth Management, LLC no change 109
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