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STOCK TICKER:
ISHARES LEHMAN TIPS   (ticker: TIP)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 100
0 100 100
Current Holdings: 90,231,928
Previous Holdings: 43,646,308
Change: 106.73%
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/ bought15,062,490 15,062,490 J P MORGAN CHASE & CO 81%3,285,238 791,109
MORGAN STANLEY bought7,907,291 7,907,291 CITIGROUP INC 78%297,810 85,276
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought3,642,187 3,642,187 CBIZ Investment Advisory Services, LLC 50%285,627 288,960
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 135%1,920,000 3,343,209 Polaris Wealth Advisers, LLC 67%241,433 119,737
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 317%1,324,520 1,742,266 Bridgewater Associates, Inc.(Raymond Dalio) sold187,449 0
PICTET ASSET MANAGEMENT LTD bought1,277,700 1,277,700 M&T BANK CORP 29%159,400 390,792
AMERIPRISE FINANCIAL INC bought1,196,257 1,196,257 Evolution Wealth Advisors, LLC 99%108,777 775
ROYAL BANK OF CANADA bought735,687 735,687 LVW Advisors, LLC 93%99,794 7,304
JANE STREET GROUP, LLC 28,613%650,090 652,362 DAN L DUNCAN FOUNDATION sold83,213 0
Laidlaw Wealth Management LLC bought575,013 575,013 Rockefeller Capital Management L.P. sold81,213 0
Man Group plc 796%455,940 513,251 Sumitomo Mitsui Trust Holdings, Inc. 60%79,100 52,400
QS Investors, LLC bought376,219 376,219 Autus Asset Management, LLC 100%67,318 85
BB&T CORP bought357,022 357,022 Harwood Advisory Group, LLC sold56,644 0
WELLS FARGO & CO/MN 18%354,333 2,378,229 SCOTIA CAPITAL INC. 95%55,702 2,649
ENVESTNET ASSET MANAGEMENT INC 26%332,811 1,610,656 PANAGORA ASSET MANAGEMENT INC 74%55,297 19,270
HAP Trading, LLC bought294,450 294,450 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC sold39,980 0
Bank Julius Baer & Co. Ltd, Zurich bought292,913 292,913 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 35%39,701 75,011
Susquehanna International Group, LLP 166%290,006 464,814 CULLEN FROST BANKERS INC sold38,599 0
AMP Capital Investors Ltd bought280,134 280,134 Hanson McClain, Inc. 88%37,166 4,946
ING GROEP NV bought250,000 250,000 PNC FINANCIAL SERVICES GROUP INC 58%33,266 24,228
SG Americas Securities, LLC 5,643%190,238 193,609 Matson Money. Inc. 3%31,951 1,126,124
Gradient Investments LLC 14,713%188,027 189,305 WoodTrust Financial Corp sold31,662 0
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 635%172,652 199,843 FIRST TRUST ADVISORS LP 40%28,914 43,229
STATE STREET CORP 11%158,270 1,609,795 COMMERCE BANK N A/MO 31%28,495 63,973
MANUFACTURERES LIFE INSURANCE CO bought155,023 155,023 TD ASSET MANAGEMENT INC sold27,625 0
Cornerstone Wealth Group, LLC bought153,871 153,871 Starfire Investment Advisers, Inc. 72%26,904 10,480
SRS Capital Advisors, Inc. bought150,045 150,045 GenWealth Group, Inc. 92%26,118 2,228
Perella Weinberg Partners Capital Management LP 106%140,637 272,988 Brio Consultants, LLC 91%25,621 2,466
Personal Capital Advisors Corp 5%136,485 3,060,570 Goelzer Investment Management, Inc. 70%24,909 10,898
PROFFITT & GOODSON INC bought135,064 135,064 DEUTSCHE BANK AG 19%23,717 98,471
Hilltop Holdings Inc. 755%130,560 147,847 JAMES INVESTMENT RESEARCH INC 25%22,719 67,994
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought126,884 126,884 UNITED SERVICES AUTOMOBILE ASSOCIATION 33%22,256 44,838
BABSON CAPITAL MANAGEMENT LLC bought121,627 121,627 Neuberger Berman Group LLC 28%21,232 54,314
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) bought121,600 121,600 Merriman Wealth Management, LLC 26%20,533 58,215
Janney Montgomery Scott LLC 71%98,464 237,194 IBEX WEALTH ADVISORS sold18,780 0
Morningstar Investment Services, Inc. 265%96,599 133,043 Wealth Alliance 37%18,123 31,275
Goss Wealth Management LLC 1,031%92,757 101,757 WESPAC Advisors, LLC sold17,992 0
GenTrust, LLC 26%89,285 426,538 OLD MISSION CAPITAL LLC sold17,100 0
Proficio Capital Partners LLC 61%83,900 221,595 LINCOLN NATIONAL CORP 95%16,701 820
S.A.C. Capital Advisors (Hong Kong) Ltd. bought82,300 82,300 Milestone Group, Inc. sold15,880 0
HSBC HOLDINGS PLC bought78,096 78,096 Creative Planning 39%15,281 24,068
EVOKE WEALTH, LLC 23%76,464 414,396 KEYBANK NATIONAL ASSOCIATION/OH 3%14,782 437,306
PHILLIPS FINANCIAL MANAGEMENT, LLC bought74,458 74,458 WOLVERINE TRADING, LLC sold14,609 0
TOEWS CORP /ADV 155%74,071 121,971 NEXT Financial Group, Inc sold14,523 0
Elm Partners Management LLC bought73,145 73,145 Mechanics Bank Trust Department 95%14,520 800
David R. Rahn & Associates Inc. bought68,399 68,399 US BANCORP DE 6%13,841 219,313
MILLENNIUM MANAGEMENT LLC bought67,191 67,191 GUGGENHEIM CAPITAL LLC 7%13,236 170,401
RAYMOND JAMES & ASSOCIATES 25%64,734 325,763 CPCM, LLC 26%13,096 36,348
Transamerica Financial Advisors, Inc. 3,558%63,082 64,855 Pennsylvania Trust Co 21%12,992 48,045
J.W. COLE ADVISORS, INC. 3,352%61,468 63,302 YCMNET ADVISORS INC sold12,410 0
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought60,718 60,718 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold12,036 0
Deane Retirement Strategies, Inc. bought60,407 60,407 Centiva Capital, LP 25%11,000 33,000
Pinnacle Advisory Group, Inc. bought59,544 59,544 IBERIABANK CORP 12%10,948 76,990
High Falls Advisors, Inc bought59,046 59,046 LEVEL FOUR ADVISORY SERVICES, LLC sold10,782 0
Cranbrook Wealth Management, LLC bought57,390 57,390 ALESCO ADVISORS LLC 7%10,542 145,488
Premise Capital, LLC bought55,900 55,900 ELEMENT POINTE ADVISORS, LLC sold10,323 0
MV Capital Management, Inc. bought54,891 54,891 RPg Family Wealth Advisory, LLC 39%10,131 16,003
LPL Financial CORP 2%53,159 2,707,200 Resource Planning Group 37%9,996 16,720
Raymond James Financial Services Advisors, Inc. 18%52,994 345,176 Ambassador Advisors, LLC 53%9,719 8,578
FRANKLIN RESOURCES INC 171%52,629 83,324 GOLUB GROUP LLC 2%9,213 449,430
Ameraudi Asset Management, Inc. bought49,145 49,145 ROSENBLUM SILVERMAN SUTTON S F INC /CA sold9,131 0
Riggs Asset Managment Co. Inc. 285%48,329 65,277 EFG Asset Management (Americas) Corp. 8%8,734 98,933
CIBC World Markets Inc. bought48,304 48,304 Comprehensive Portfolio Management, LLC 2%8,508 403,354
MOULTON WEALTH MANAGEMENT, INC 998%45,922 50,523 Zhang Financial LLC 8%7,702 88,784
Amerivest Investment Management LLC 8%45,871 592,619 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 15%7,312 41,449
HighTower Advisors, LLC 41%43,458 148,887 Money Design Co.,Ltd. 10%7,200 65,599
BCJ Capital Management, LLC bought43,029 43,029 Silverleafe Capital Partners, LLC sold6,702 0
Petix & Botte Co 103%41,740 82,180 Hardy Reed LLC 17%6,545 31,458
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought41,700 41,700 PFG Financial Advisors 45%6,403 7,818
AMJ Financial Wealth Management bought41,599 41,599 NewDay Solutions, LLC sold6,394 0
BANQUE PICTET & CIE SA 160%41,450 67,300 Allianz Asset Management AG 69%6,302 2,804
DIVERGENT WEALTH ADVISORS, LLC 211%40,891 60,268 HUNTINGTON NATIONAL BANK 4%6,261 165,193
BANK OF MONTREAL /CAN/ 35%39,676 151,659 MERCER GLOBAL ADVISORS INC /ADV 26%6,243 17,635
Renaissance Technologies(Jim Simons) bought39,000 39,000 Janney Capital Management LLC 7%6,138 84,440
WOODMONT INVESTMENT COUNSEL LLC bought37,605 37,605 Advisors Preferred, LLC 84%6,005 1,138
Private Portfolio Partners LLC bought36,567 36,567 Country Club Trust Company, n.a. 85%5,758 980
Geneva Partners, LLC bought36,131 36,131 RFG Advisory Group, LLC sold5,718 0
VIEWPOINT INVESTMENT PARTNERS CORP 133%35,900 62,800 HANCOCK HOLDING CO 32%5,583 12,032
FIFTH THIRD BANCORP 18%33,944 226,556 FIL Ltd 64%5,567 3,136
Florin Court Capital LLP bought31,000 31,000 Insight Wealth Strategies, LLC 2%5,440 216,002
Brookstone Capital Management 418%30,630 37,962 Jacobi Capital Management LLC 100%5,419 14
MACKENZIE FINANCIAL CORP 272%30,500 41,700 Stelac Advisory Services LLC 61%5,351 3,443
Centric Wealth Management bought30,469 30,469 TRANSCEND WEALTH COLLECTIVE, LLC sold5,154 0
Advisory Services Network, LLC bought29,841 29,841 OXFORD FINANCIAL GROUP LTD 16%5,137 27,376
Sawtooth Asset Management, Inc. bought29,599 29,599 Granite Investment Partners, LLC 100%5,017 18
Wills Financial Group, Inc. bought29,057 29,057 BKD Wealth Advisors, LLC 30%5,000 11,797
Jaffetilchin Investment Partners, LLC 217%28,930 42,278 DAVIDSON D A & CO 6%4,758 74,157
Soltis Investment Advisors LLC 29%28,222 125,957 Cardan Capital Partners, LLC 19%4,683 19,344
Voya Financial Advisors, Inc. bought27,578 27,578 SYNOVUS FINANCIAL CORP 54%4,628 3,991
BRIDGER CAPITAL MANAGEMENT, LLC bought27,330 27,330 Great Lakes Retirement, Inc. 26%4,478 12,502
HM PAYSON & CO bought27,214 27,214 Capital Advisory Group Advisory Services, LLC sold4,442 0
SIMPLEX TRADING, LLC 119%26,876 49,397 Buckingham Asset Management, LLC 44%4,436 5,751
Belpointe Asset Management LLC bought26,665 26,665 PRUDENTIAL FINANCIAL INC sold4,188 0
PARTNERS CAPITAL INVESTMENT GROUP, LLP 25%26,368 132,364 RSM US WEALTH MANAGEMENT LLC 58%4,054 2,884
PMFM Inc. bought25,266 25,266 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 27%4,053 10,711
Arrow Investment Advisors, LLC bought23,698 23,698 SIGNATUREFD, LLC 48%3,808 4,099
North Star Investment Management Corp. 124%23,611 42,646 tru Independence LLC 84%3,312 631
Danda Trouve Investment Management, Inc. 164,107%22,975 22,989 NICOLET ADVISORY SERVICES, LLC 18%3,295 15,485
Global Endowment Management, LP 83%22,500 49,530 Leicht Financial Planning & Wealth Management, Inc. sold3,269 0
NORTHERN TRUST CORP bought22,423 22,423 CALTON & ASSOCIATES, INC. 12%3,038 23,253
NWAM LLC 171%21,969 34,794 Emerson Wealth Management, LLC 3%2,936 83,303
Equitable Holdings, Inc. bought21,872 21,872 Sequoia Financial Advisors, LLC sold2,817 0
EDMOND DE ROTHSCHILD HOLDING S.A. 28%21,642 100,278 UNIONBANCAL CORP 8%2,817 33,069
WealthNavi Inc. 6%18,839 340,295 FLOW TRADERS U.S. LLC 18%2,814 12,930
Rampart Investment Management Company, LLC bought18,568 18,568 Family Firm, Inc. 4%2,771 72,688
BLUE SQUARE ASSET MANAGEMENT, LLC bought17,704 17,704 UMA Financial Services, Inc. sold2,722 0
Mutual Advisors, LLC bought17,589 17,589 DIVIDEND GROWTH ADVISORS, LLC 73%2,696 1,012
Estate Counselors, LLC 12%17,540 165,670 BSC PRIVATE WEALTH MANAGEMENT, LLC sold2,637 0
Bragg Financial Advisors, Inc bought17,491 17,491 EASTERN BANK sold2,627 0
Frontier Wealth Management LLC bought16,992 16,992 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC sold2,625 0
Ballew Advisors, Inc bought15,204 15,204 TELEMUS CAPITAL, LLC 3%2,577 93,653
SIGMA INVESTMENT COUNSELORS INC 6%14,810 260,425 Global Retirement Partners, LLC 14%2,475 15,485
Simmons Bank bought14,755 14,755 GREATMARK INVESTMENT PARTNERS, INC. sold2,460 0
Sigma Planning Corp 36%14,424 54,954 Stone House Investment Management, LLC sold2,383 0
RHUMBLINE ADVISERS 9%14,372 178,772 James Hambro & Partners 55%2,308 1,926
Procyon Private Wealth Partners, LLC bought14,345 14,345 All Terrain Financial Advisors, LLC sold2,308 0
OPPENHEIMER & CO INC 83%13,861 30,504 Verde Capital Management 19%2,308 9,738
Alhambra Investment Partners LLC 86%13,843 29,876 Glenview Trust Co sold2,278 0
IFP Advisors, Inc 283%13,765 18,636 Parkside Investments, LLC 9%2,175 21,750
Private Advisory Group LLC bought13,757 13,757 Wealth Quarterback LLC sold2,107 0
N.E.W. Advisory Services LLC bought13,714 13,714 Mount Yale Investment Advisors, LLC sold2,092 0
PARAMETRIC PORTFOLIO ASSOCIATES 145%13,538 22,846 FormulaFolio Investments, LLC 10%2,089 18,462
StrongBox Wealth, LLC bought12,940 12,940 Capital Wealth Planning, LLC sold2,044 0
NVWM, LLC 969%12,456 13,741 RDA Financial Network sold2,043 0
Bull Street Advisors, LLC 51%12,213 36,037 Private Advisor Group, LLC 2%1,969 97,803
Archford Capital Strategies, LLC 163%11,799 19,049 CEDAR CAPITAL, LLC 40%1,961 2,918
AMG National Trust Bank bought11,705 11,705 Aveo Capital Partners, LLC sold1,944 0
IHT Wealth Management, LLC 126%11,463 20,580 WEDBUSH MORGAN SECURITIES INC 16%1,932 10,436
Multi-Financial Securities Corp 7%11,064 166,719 Forefront Analytics, LLC 15%1,875 10,276
Dorsey Wright & Associates bought10,636 10,636 Modera Wealth Management, LLC sold1,860 0
Virtue Capital Management, LLC bought10,525 10,525 COLONY GROUP LLC sold1,822 0
Fort Point Capital Partners, LLC bought10,116 10,116 Financial Strategy Network, LLC sold1,812 0
GeoWealth Management, LLC bought10,002 10,002 Krilogy Financial LLC sold1,776 0
SUMITOMO MITSUI FINANCIAL GROUP, INC. 127%9,872 17,633 EP Wealth Advisors, Inc. 3%1,767 64,321
HARBOR INVESTMENT ADVISORY, LLC 975%9,655 10,645 TAP Consulting, LLC 25%1,621 4,903
COMMONWEALTH EQUITY SERVICES, LLC. 3%9,571 332,393 Samalin Investment Counsel, LLC 5%1,611 33,572
W.G. Shaheen & Associates DBA Whitney & Co 19%9,331 58,067 NORTHWEST WEALTH MANAGEMENT, LLC 7%1,598 19,855
Bartlett & Co. LLC 52%9,280 27,286 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2%1,584 89,474
AE Wealth Management LLC 36%9,154 34,672 H D Vest Advisory Services 2%1,529 80,070
Roundview Capital LLC bought9,094 9,094 Wall Street Access Asset Management, LLC 23%1,500 5,000
FDx Advisors, Inc. bought8,971 8,971 Gibson Capital Management, Ltd. 9%1,500 15,839
CWM, LLC 4,236%8,514 8,715 BINGHAM OSBORN & SCARBOROUGH LLC 1%1,491 111,878
RAYMOND JAMES TRUST CO 37%8,368 31,017 TOTAL INVESTMENT MANAGEMENT INC 1%1,456 139,050
WEALTHSOURCE PARTNERS, LLC 194%8,188 12,414 XML Financial, LLC 19%1,429 6,140
Blue Fin Capital, Inc. 83%8,135 17,939 Parsec Financial Management, Inc. 7%1,426 18,150
BLAIR WILLIAM & CO/IL 5%7,817 174,058 American Financial Advisors, LLC 3%1,369 41,895
Argent Advisors, Inc. bought7,707 7,707 PrairieView Partners, LLC sold1,343 0
HOLLENCREST SECURITIES LLC bought7,706 7,706 Busey Trust CO 1%1,338 100,804
MIRSKY FINANCIAL MANAGEMENT CORP. 42%7,666 25,776 Atlantic Trust Group, LLC 10%1,332 11,658
COMERICA SECURITIES,INC. bought7,638 7,638 Lutz Financial Services LLC 4%1,328 30,485
Berkshire Money Management, Inc. 3%7,631 303,043 Good Life Advisors, LLC 17%1,242 6,269
Financial Network 16%7,590 54,349 Mariner Wealth Advisors, LLC 2%1,199 77,413
Covington Capital Management 40%7,535 26,465 Western Wealth Management, LLC 12%1,189 8,400
Regal Investment Advisors, LLC bought7,465 7,465 BOYS ARNOLD & CO INC 9%1,171 11,705
LAKE STREET FINANCIAL LLC 24%7,454 38,759 Slow Capital, Inc. 18%1,158 5,230
CAPTRUST FINANCIAL ADVISORS 24%7,395 38,455 Barber Financial Group, Inc. 10%1,131 10,134
Blueprint Investment Partners LLC 37%7,378 27,121 Klingman & Associates, LLC 8%1,067 11,514
SMITH, MOORE & CO. bought7,360 7,360 Alexandria Capital, LLC 7%1,059 14,120
TWIN FOCUS CAPITAL PARTNERS, LLC 36%7,147 26,865 Concorde Asset Management, LLC sold1,040 0
CREDIT SUISSE/ 9%7,057 85,204 Carroll Financial Associates, Inc. 63%1,037 608
Phoenix Holdings Ltd. bought7,025 7,025 Baird Financial Group, Inc. 9%1,000 10,377
Midwest Professional Planners, LTD. bought7,010 7,010 WealthTrust Axiom LLC 10%1,000 8,690
Invesco Ltd. bought6,837 6,837 FIRST HAWAIIAN BANK 7%978 12,363
Sunbelt Securities, Inc. bought6,647 6,647 Empirical Financial Services, LLC 5%975 18,769
Parkside Financial Bank & Trust 17%6,465 44,205 BALLAST ADVISORS LLC 25%969 2,836
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought6,441 6,441 Wealthcare Advisory Partners LLC 6%960 15,244
Stonehage Fleming Financial Services Holdings Ltd bought6,409 6,409 LaFleur & Godfrey, Inc. 2%950 40,625
ARKANSAS FINANCIAL GROUP, INC. 3%6,394 213,721 American Investment Services, Inc. 12%927 6,551
PARK AVENUE SECURITIES LLC bought6,314 6,314 Advisory Alpha, LLC sold903 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought5,943 5,943 Archer Investment Corp sold868 0
EVERGREEN CAPITAL MANAGEMENT LLC bought5,920 5,920 Yale Capital CORP 28%790 2,010
Prospera Financial Services bought5,907 5,907 REGIONS FINANCIAL CORP 9%771 7,435
Vestmark Advisory Solutions, Inc. 240%5,716 8,101 Blue Creek Investment Partners, LLC 5%767 14,698
First Allied Advisory Services, Inc. 24%5,554 28,964 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 16%754 3,960
FLAGSHIP HARBOR ADVISORS, LLC 78%5,536 12,629 McCollum Christoferson Group LLC 2%740 34,899
McNamara Financial Services, Inc. bought5,295 5,295 TIEMANN INVESTMENT ADVISORS, LLC 6%730 10,954
CAMDEN NATIONAL BANK 19%5,290 33,744 IFG Advisory, LLC 8%718 7,766
Hanson Investment Management bought5,270 5,270 AMERITAS INVESTMENT CORP 15%715 3,917
Sowell Financial Services LLC 413%5,257 6,531 Garner Asset Management Corp 3%678 19,257
Israel Discount Bank of New York 24%5,191 27,223 CHARTER TRUST CO 9%661 6,617
Flaharty Asset Management, LLC bought5,099 5,099 Aprio Wealth Management, LLC 10%660 5,821
CREATIVE FINANCIAL DESIGNS INC /ADV 4,939%4,988 5,089 Ballentine, Finn & Company, Inc. 1%645 87,603
Stratos Wealth Partners, LTD. 6%4,799 87,179 AlphaStar Capital Management, LLC 22%632 2,284
LYELL WEALTH MANAGEMENT, LP 13%4,775 40,490 STERLING INVESTMENT ADVISORS LLC /ADV 2%630 38,008
TWO SIGMA SECURITIES, LLC bought4,599 4,599 Savant Capital Management Inc 7%619 8,135
Hanlon Investment Management, Inc. bought4,574 4,574 Madden Advisory Services, Inc. 4%616 15,381
STRATEGY ASSET MANAGERS LLC bought4,375 4,375 Lion Street Advisors, LLC sold612 0
Alpha Cubed Investments, LLC 4%4,347 101,094 Peninsula Wealth, LLC 14%598 3,822
Mirae Asset Global Investments Co., Ltd. bought4,240 4,240 Institute for Wealth Management, LLC. 6%592 9,395
KWMG, LLC 9%4,216 51,850 DUNCKER STREETT & CO INC 6%589 8,519
Fulton Breakefield Broenniman LLC 4%4,209 110,874 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3%580 19,540
3EDGE Asset Management, LP bought4,187 4,187 EPG Wealth Management LLC sold571 0
Burns Wealth Management, Inc. 110%4,156 7,947 Integrated Advisors Network LLC 1%570 86,787
Elevated Capital Advisors, LLC bought4,145 4,145 NICOLET BANKSHARES INC 7%551 7,316
Stonehearth Capital Management, LLC 180%4,122 6,408 BBVA USA BANCSHARES INC 2%536 29,327
Waterloo Capital, L.P. bought4,118 4,118 WEBSTER BANK, N. A. 6%526 8,220
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV bought4,112 4,112 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 4%518 14,181
Solstein Capital, LLC bought4,105 4,105 Hillcrest Wealth Advisors - NY, LLC 5%500 9,875
Crabel Capital Management, LLC bought3,976 3,976 BENJAMIN F. EDWARDS & COMPANY, INC. 15%480 2,744
Hamilton Capital Management, Inc. bought3,881 3,881 Bridgeworth, LLC 4%477 11,787
EXCALIBUR MANAGEMENT CORP bought3,840 3,840 Weaver Consulting Group 5%476 8,541
Columbus Macro, LLC 20%3,806 22,858 Coastal Investment Advisors, Inc. 6%462 7,265
Ancora Advisors, LLC 102%3,786 7,516 WELCH & FORBES LLC 7%450 6,125
SignalPoint Asset Management, LLC 13%3,769 31,852 MCF Advisors LLC 79%438 117
SPRINGBOK CAPITAL MANAGEMENT, LLC bought3,730 3,730 Brown Advisory Securities, LLC 11%429 3,307
Cedar Brook Financial Partners, LLC bought3,697 3,697 YorkBridge Wealth Partners, LLC 9%425 4,175
Maltin Wealth Management, Inc. 176%3,683 5,776 People's United Financial, Inc. 1%425 51,774
Fernwood Investment Management, LLC bought3,661 3,661 Resources Investment Advisors, Inc. 5%417 8,378
MML INVESTORS SERVICES, LLC 3%3,638 132,092 Dynamic Advisors Solutions LLC 1%416 28,110
Paradigm Financial Advisors, LLC 11%3,622 35,849 BRIGHTON JONES LLC 3%400 13,148
TCG Advisors, LP bought3,604 3,604 Penserra Capital Management LLC sold396 0
Betterment LLC bought3,595 3,595 TRUE Private Wealth Advisors 5%394 7,669
E&G Advisors, LP 13%3,590 31,187 Burleson & Company, LLC 2%391 17,871
Koshinski Asset Management, Inc. 42%3,434 11,542 Regent Peak Wealth Advisors LLC 15%388 2,234
Financial Advocates Investment Management 29%3,390 15,246 SeaCrest Wealth Management, LLC 3%385 12,809
Eqis Capital Management, Inc. 6%3,389 59,296 CENTAURUS FINANCIAL, INC. 26%376 1,071
Kingfisher Capital LLC 46%3,322 10,509 FIDUCIARY TRUST CO 7%376 5,239
Patriot Investment Management Inc. 32%3,312 13,796 Bristlecone Advisors, LLC 13%368 2,420
Financial Architects, Inc 10%3,249 37,186 MASSMUTUAL TRUST CO FSB/ADV 11%363 2,831
Apollon Wealth Management, LLC bought3,226 3,226 Signature Wealth Management Group 1%355 43,106
Cresset Asset Management, LLC bought3,125 3,125 Arden Trust Co 11%351 2,716
Nikulski Financial, Inc. 59%3,116 8,433 LCNB CORP 7%340 4,730
Advisors Asset Management, Inc. bought3,106 3,106 Ifrah Financial Services, Inc. 1%337 24,741
WESBANCO BANK INC 15%3,050 23,401 BlueSky Wealth Advisors, LLC 1%334 33,965
FORT PITT CAPITAL GROUP, LLC bought3,040 3,040 MOSELEY INVESTMENT MANAGEMENT INC 5%329 6,961
SUNRISE PARTNERS LLC /CT bought3,000 3,000 FOSTER & MOTLEY INC 5%326 6,062
CT Mason bought2,897 2,897 Krasney Financial LLC 1%320 26,464
One Charles Private Wealth Services, LLC bought2,878 2,878 MARK SHEPTOFF FINANCIAL PLANNING, LLC 95%312 16
Acorn Wealth Advisors, LLC bought2,869 2,869 Investors Financial Group, LLC 12%294 2,161
Prudent Man Advisors, LLC bought2,782 2,782 BARD ASSOCIATES INC 10%280 2,530
Pinnacle Family Advisors, LLC bought2,654 2,654 Global Financial Private Capital, LLC 20%279 1,128
Strategic Investment Advisors, Inc 2%2,634 141,394 PINNACLE ASSOCIATES LTD 2%276 13,321
Pflug Koory, LLC 18%2,614 16,929 BESSEMER GROUP INC sold273 0
VISTA CAPITAL PARTNERS, INC. 75%2,595 6,062 First Command Financial Services, Inc. sold271 0
GUARDIAN CAPITAL ADVISORS LP bought2,550 2,550 First Command Bank sold271 0
Beaumont Financial Partners, LLC bought2,547 2,547 Modus Advisors, LLC 14%266 1,660
RMR Wealth Builders bought2,516 2,516 CLS INVESTMENT FIRM, LLC 1%264 23,138
TNB Financial bought2,397 2,397 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. sold262 0
Clarus Wealth Advisors bought2,350 2,350 Front Row Advisors LLC 10%260 2,284
Mattern Wealth Management LLC bought2,310 2,310 Steigerwald, Gordon & Koch Inc. 1%259 24,727
WAYNE HUMMER INVESTMENTS L.L.C. 95%2,297 4,709 Sensible Financial Planning & Management, LLC. 7%254 3,430
National Asset Management, Inc. 9%2,285 28,282 Financeware, Inc. sold252 0
ZACKS INVESTMENT MANAGEMENT bought2,273 2,273 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5%250 4,595
WADE G W & INC 4%2,185 57,436 Connecticut Wealth Management, LLC 2%247 10,682
FIRST NATIONAL CORP /MA/ /ADV 71%2,065 4,984 Squar Milner Financial Services LLC sold233 0
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC bought1,991 1,991 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6%228 3,407
Emerald Investment Partners, LLC 939%1,991 2,203 GILL CAPITAL PARTNERS, LLC 3%227 8,712
HENDERSON GROUP PLC bought1,973 1,973 Sandy Spring Bank 1%220 21,155
FSA Wealth Management LLC bought1,968 1,968 Capital Wealth Alliance, LLC 2%205 9,354
AJ WEALTH STRATEGIES, LLC bought1,964 1,964 Palisade Asset Management, LLC 1%202 14,049
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought1,949 1,949 Cutler Group LP 67%200 100
D.B. Root & Company, LLC bought1,939 1,939 Capital Bank & Trust Co sold197 0
GOLDMAN SACHS GROUP INC bought1,939 1,939 White Pine Investment CO 0%195 49,371
TCF National Bank 39%1,877 6,657 AlphaCore Capital LLC sold192 0
Perigon Wealth Management, LLC 32%1,806 7,454 Colorado Capital Management, Inc. 3%190 6,215
Intellectus Partners, LLC bought1,800 1,800 MBE Wealth Management, LLC sold185 0
PROEQUITIES, INC. 30%1,791 7,762 Magnus Financial Group LLC 1%182 13,129
FIRST NATIONAL TRUST CO 8%1,785 25,361 Brouwer & Janachowski, LLC 5%169 3,147
Eagle Ridge Investment Management 2%1,774 74,177 Garde Capital, Inc. 5%168 3,373
Vanguard Capital Wealth Advisors bought1,755 1,755 Mosaic Family Wealth, LLC 4%168 3,764
Gierl Augustine Investment Management Inc bought1,717 1,717 COUNTRY TRUST BANK 16%160 860
Omnia Family Wealth, LLC bought1,706 1,706 Sugarloaf Wealth Management, LLC 16%157 804
Rathbone Brothers plc 3%1,700 65,110 First Financial Bank, N.A. - Trust Division 7%156 1,992
Graves-Light Private Wealth Management, Inc. bought1,678 1,678 Private Ocean, LLC 22%153 537
Clark Capital Management Group, Inc. bought1,675 1,675 TSFG, LLC 26%148 415
PROFESSIONAL PLANNING bought1,674 1,674 Peak Financial Management, Inc. 1%144 24,318
WEATHERLY ASSET MANAGEMENT LP /ADV bought1,670 1,670 LOOMIS SAYLES & CO L P sold143 0
JUNCTURE WEALTH STRATEGIES, LLC bought1,665 1,665 NBT BANK N A /NY 5%136 2,801
Cornerstone Wealth Management, LLC bought1,659 1,659 Acropolis Investment Management, LLC 4%132 2,984
Minot Wealth Management LLC bought1,657 1,657 TOMPKINS FINANCIAL CORP sold131 0
Summit X, LLC bought1,651 1,651 Atlas Brown,Inc. 2%131 7,716
Intrua Financial, LLC bought1,645 1,645 BROOKTREE CAPITAL MANAGEMENT sold130 0
Legacy Advisors, LLC bought1,624 1,624 Laurel Wealth Advisors, Inc. 4%129 2,755
Redhawk Wealth Advisors, Inc. 5%1,617 31,697 Baldrige Asset Management LLC 1%125 23,464
WASHINGTON TRUST CO 2%1,613 84,944 INTL FCSTONE INC. 6%125 2,056
PFG Advisors 23%1,606 8,468 PLIMOTH TRUST CO LLC 2%121 5,275
Pure Financial Advisors, Inc. 1%1,597 188,215 Pacitti Group Inc. 44%120 150
Spearhead Capital Advisors, LLC 59%1,547 4,186 Pinnacle Bank 6%119 1,805
DAVENPORT & CO LLC 74%1,512 3,556 Altium Wealth Management LLC 2%114 4,704
Homrich & Berg 27%1,458 6,800 Eudaimonia Partners, LLC 9%109 1,057
WHITTIER TRUST CO 65%1,419 3,587 Pensionmark Financial Group, LLC 5%106 1,871
CONNABLE OFFICE INC 3%1,403 52,446 OARSMAN CAPITAL, INC. 2%100 4,073
BIDWELL C M & ASSOCIATES LTD/ bought1,397 1,397 OLD SECOND NATIONAL BANK OF AURORA 35%100 185
MAKENA CAPITAL MANAGEMENT LLC 7%1,376 22,445 HBK Sorce Advisory LLC 2%99 5,555
Ellis Investment Partners, LLC 7%1,346 21,449 Apexium Financial, LP 5%95 1,795
SlateStone Wealth, LLC 22%1,325 7,227 One Capital Management, LLC 2%93 3,805
SigFig Wealth Management, LLC 6%1,316 24,677 OPTIMUM INVESTMENT ADVISORS 3%91 2,608
Secure Asset Management, LLC 51%1,301 3,877 Patton Albertson & Miller, LLC 4%87 2,071
Plancorp, LLC 19%1,231 7,712 Independence Advisors, LLC 10%86 771
ADVANTUS CAPITAL MANAGEMENT INC 9%1,200 15,100 Private Capital Group, LLC 3%80 2,703
VERUS CAPITAL PARTNERS, LLC 36%1,163 4,377 Addison Capital Co 1%79 9,226
Kovack Advisors, Inc. 7%1,128 16,421 Courage Miller Partners, LLC 0%64 18,044
We Are One Seven, LLC 42%1,113 3,759 Summit Investment Advisors, Inc. 8%61 742
TRUST CO OF VERMONT 15%1,110 8,618 MCMILLION CAPITAL MANAGEMENT INC sold60 0
Financial Gravity Wealth, Inc. 47%1,080 3,393 WHITTIER TRUST CO OF NEVADA INC 1%60 4,492
CLEAR INVESTMENT RESEARCH, LLC 7%1,064 15,461 Budros, Ruhlin & Roe, Inc. 1%53 7,255
Hillstrust bought1,015 1,015 SMITH CAPITAL MANAGEMENT INC /AR/ADV 1%50 6,700
CORBETT ROAD CAPITAL MANAGEMENT, LLC 5%956 18,648 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 0%50 59,076
Ellenbecker Investment Group 13%950 8,373 J. L. Bainbridge & Co., Inc. 2%46 2,051
Almanack Investment Partners, LLC. 11%916 9,205 PEOPLES FINANCIAL SERVICES CORP. 26%46 134
TCTC Holdings, LLC bought900 900 Lindbrook Capital, LLC sold45 0
Litman Gregory Asset Management LLC bought895 895 BerganKDV Wealth Management, LLC 21%45 173
Evanson Asset Management, LLC 17%894 6,068 LIBERTY WEALTH MANAGEMENT LLC 8%42 455
Golden State Wealth Management, LLC bought890 890 Argent Trust Co 0%40 8,523
QUADRANT CAPITAL GROUP LLC bought890 890 FineMark National Bank & Trust 1%37 6,462
Patten Group, Inc. 32%875 3,649 Arkadios Wealth Advisors sold36 0
Atlas Private Wealth Management bought866 866 Global Wealth Management Investment Advisory, Inc. 91%32 3
180 WEALTH ADVISORS, LLC 18%858 5,604 TOTH FINANCIAL ADVISORY CORP sold27 0
Orion Portfolio Solutions, LLC bought851 851 TOWNSQUARE CAPITAL LLC 0%25 5,432
Curbstone Financial Management Corp 2%800 51,972 Plante Moran Financial Advisors Ltd Partnership sold25 0
Guidance Point Advisors, LLC 4%779 18,525 Burt Wealth Advisors 4%23 519
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9%746 9,433 FIERA SCEPTRE INC. 1%22 4,164
SALEM INVESTMENT COUNSELORS INC bought695 695 First Bank & Trust sold22 0
Change Path, LLC bought690 690 First Command Advisory Services, Inc. sold20 0
Beacon Pointe Advisors, LLC 8%668 9,484 Lakeview Capital Partners, LLC 0%18 9,315
Heritage Trust Co 1%668 53,590 Financial Management Professionals, Inc. sold18 0
Round Table Services, LLC 6%650 12,106 Moors & Cabot, Inc. 1%18 1,716
Willow Creek Wealth Management Inc. 3%634 21,346 LAZARD ASSET MANAGEMENT LLC 1%17 2,000
Rosenberg Matthew Hamilton 128%624 1,110 TCI Wealth Advisors, Inc. 2%15 775
Rockbridge Investment Management, LCC bought622 622 MidWestOne Financial Group, Inc. 1%14 2,782
First Personal Financial Services 2%616 26,556 Stordahl Capital Management, Inc. 0%13 4,029
CABANA LLC bought606 606 Baystate Wealth Management LLC sold11 0
SONATA CAPITAL GROUP INC 7%600 9,460 Pinnacle Holdings, LLC 1%10 1,710
BRYN MAWR TRUST CO/PA 27%600 2,796 JMG Financial Group, Ltd. 0%10 3,898
Bank of New York Mellon CORP 0%588 255,833 Disciplined Investments, LLC 0%7 5,023
BTS Asset Management, Inc. bought572 572 Newfound Research LLC sold6 0
Clearbridge Advisors, LLC bought569 569 Joseph P. Lucia & Associates, LLC 1%5 839
Coastline Trust CO 1%560 55,155 Winslow, Evans & Crocker, Inc. 0%1 755
DOWLING & YAHNKE INC 11%552 5,513 Ironwood Wealth Management, llc no change 53
Cetera Investment Advisers 7%506 7,579 Horan Securities, Inc. no change 66
Cubic Asset Management, LLC 9%506 6,259 VALLEY NATIONAL ADVISERS INC no change 47
Lee Financial CORP bought500 500 Investors Research Corp no change 40
COURIER CAPITAL CORP 4%500 12,012 HC FINANCIAL ADVISORS INC no change 31
AdvicePeriod, LLC 22%498 2,789 ZWJ INVESTMENT COUNSEL INC no change 12,430
Moisand Fitzgerald Tamayo, LLC bought474 474 Psagot Investment House Ltd. no change 70
Millburn Ridgefield Corp 98%470 948 ARROW FINANCIAL CORP no change 100
Ford Financial Group, Inc. 4%464 11,460 QUANTUM CAPITAL MANAGEMENT no change 110
ETRADE Capital Management LLC 8%453 6,328 Main Management LLC no change 28
ROCKLAND TRUST CO 7%441 6,971 Global Trust Asset Management, LLC no change 95
Paragon Capital Management LLC bought436 436 Biltmore Family Office, LLC no change 104
BRINKER CAPITAL INC 3%431 13,706 LifePlan Financial Group, Inc no change 23
EisnerAmper Wealth Management Corporate Benefits, LLC 13%431 3,817 Sound Income Strategies, LLC no change 6
Measured Wealth Private Client Group, LLC 4%414 12,224 JFS WEALTH ADVISORS, LLC no change 11
Oakmont Partners LLC 1%413 32,305 Manchester Capital Management LLC no change 400
Tortoise Investment Management, LLC 45%410 1,319 CFG Asset Management LLC no change 5
Venture Visionary Partners LLC 24%410 2,110 Financial Advisory Service, Inc. no change 5
CAPRIN ASSET MANAGEMENT LLC /ADV bought399 399 New Capital Management LP no change 489
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought392 392 Lenox Wealth Management, Inc. no change 12
Parallel Advisors, LLC 4%380 9,153 VAUGHAN AND COMPANY SECURITIES, INC. no change 245
HHM Wealth Advisors, LLC 35%377 1,458 Farmers & Merchants Trust Co of Chambersburg PA no change 21
Steel Peak Wealth Management LLC 3%369 12,556 Stratford Consulting, LLC no change 614
Barrett Asset Management, LLC bought350 350 Houlihan Financial Resource Group, Ltd. no change 4,980
Filbrandt Wealth Management, LLC bought325 325 Lake Point Wealth Management no change 13
Successful Portfolios LLC 8%325 4,251 Founders Capital Management no change 140
NorthCoast Asset Management LLC 1%322 38,452 Capital Asset Advisory Services LLC no change 27
Kore Private Wealth LLC bought315 315 Ausdal Financial Partners, Inc. no change 2,840
CONNING Asset Management Co. 1%310 24,233 Gradient Capital Advisors, LLC no change 3,831
ANDERSON FISHER LLC bought307 307 Gs Investments, Inc. no change 3,856
MATHER GROUP, INC. 7%288 4,317 Black Diamond Financial, LLC no change 3,722
Summit Financial, LLC 13%288 2,507 Wellington Shields & Co., LLC no change 3,719
STEPHENS INC /AR/ 4%282 7,569 TRUSTCORE FINANCIAL SERVICES, LLC no change 3,470
ENTERPRISE FINANCIAL SERVICES CORP bought281 281 FARR MILLER & WASHINGTON LLC/DC no change 3,478
Taylor, Cottrill, Erickson & Associates, Inc. 7%275 4,415 ACCESS FINANCIAL SERVICES, INC. no change 3,930
Asset Management Group, Inc. 0%275 82,172 Rosenbaum Jay D. no change 4,200
OAKWOOD CAPITAL MANAGEMENT LLC/CA 15%269 2,091 Sullivan, Bruyette, Speros & Blaney, Inc. no change 4,840
Steward Partners Investment Advisory, LLC 1%264 29,127 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC no change 5,000
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0%258 59,103 Community Bank, N.A. no change 4,661
Lido Advisors, LLC 12%258 2,420 Marks Group Wealth Management, Inc no change 4,548
CNB Bank bought245 245 Wealth Advisors of Tampa Bay, LLC no change 4,310
Laurel Wealth Advisors LLC 4%240 6,412 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT no change 3,360
Gemmer Asset Management LLC bought224 224 Strategic Point Investment Advisors, LLC no change 3,270
McMahon Financial Advisors, LLC bought221 221 LexAurum Advisors, LLC no change 2,697
Fortis Advisors, LLC 33%218 869 GLYNN JA & CO no change 2,722
Tower Research Capital LLC bought218 218 ROBERTS GLORE & CO INC /IL/ no change 2,646
FIRST UNITED BANK TRUST/ 2%216 13,096 Hartland & Co., LLC no change 2,622
Certified Advisory Corp 26%202 990 TrinityPoint Wealth, LLC no change 2,539
PINNACLE FINANCIAL PARTNERS INC 98%201 406 ASSOCIATED BANC-CORP no change 2,727
Westside Investment Management, Inc. bought200 200 Somerset Group LLC no change 2,775
Verger Capital Management LLC 0%194 49,691 HAVERFORD TRUST CO no change 3,187
Integrated Wealth Concepts LLC 1%189 29,160 SPRENG CAPITAL MANAGEMENT, INC. no change 3,217
MISSION WEALTH MANAGEMENT, LLC 9%185 2,313 Hexavest Inc. no change 3,165
Kistler-Tiffany Companies, LLC bought185 185 Abbrea Capital, LLC no change 2,871
Hudock Moyer Wealth Resources, LLC bought184 184 UBS Group AG no change 50
SCBT FINANCIAL CORP 2%184 9,801 S.A. Mason LLC no change 5,314
Valeo Financial Advisors, LLC 39%178 636 Baldwin Investment Management, LLC no change 5,350
Karp Capital Management Corp 5%175 3,385 Paragon Capital Management Ltd no change 15,500
Old Port Advisors 7%175 2,680 Sunesis Advisors, LLC no change 17,288
Zions Bancorporation, N.A. bought168 168 WASHBURN CAPITAL MANAGEMENT, INC. no change 13,456
BOENNING & SCATTERGOOD, INC. 2%161 6,681 GAMBLE JONES INVESTMENT COUNSEL no change 11,966
ADIRONDACK TRUST CO 0%157 57,761 FAGAN ASSOCIATES, INC. no change 9,853
WHITE PINE CAPITAL LLC 2%155 6,843 ATHENA CAPITAL ADVISORS LLC no change 10,500
Bank of Marin 2%154 6,853 Twele Capital Management, Inc. no change 26,712
Capital Investment Advisors, LLC 1%153 20,879 OKABENA INVESTMENT SERVICES INC no change 31,079
J. W. Coons Advisors, LLC 2%150 7,227 TIAA, FSB no change 6
STOCK YARDS BANK & TRUST CO 1%150 21,977 BALDWIN BROTHERS INC/MA no change 500
America First Investment Advisors, LLC 2%145 8,233 Independent Family Office, LLC no change 54,892
Wealthstreet Investment Advisors, LLC 1%141 10,698 BARCLAYS PLC no change 1,209
COLDSTREAM CAPITAL MANAGEMENT INC 1%134 10,009 THRIVENT FINANCIAL FOR LUTHERANS no change 23,450
PBMares Wealth Management LLC 7%122 1,892 Private Harbour Investment Management & Counsel, LLC no change 9,463
McIlrath & Eck, LLC bought119 119 Choate Investment Advisors no change 8,451
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought119 119 NOTTINGHAM ADVISORS, INC. no change 5,592
Key FInancial Inc 6%117 1,975 Mathes Company, Inc. no change 5,873
TrueNorth, Inc. bought106 106 AllSquare Wealth Management LLC no change 5,479
Meridian Wealth Management, LLC 5%100 1,959 GOFEN & GLOSSBERG LLC /IL/ no change 5,384
AlphaMark Advisors, LLC 0%100 21,231 King Wealth Management Group, LLC no change 5,355
Altavista Wealth Management, Inc. 1%100 9,398 9258 Wealth Management, LLC no change 6,403
Atlas Private Wealth Advisors bought100 100 EATON VANCE MANAGEMENT no change 6,547
PARSONS CAPITAL MANAGEMENT INC/RI 4%94 2,627 Sunburst Financial Group, LLC no change 7,532
Truvestments Capital LLC bought84 84 WealthBridge Capital Management, LLC no change 7,773
IFG Advisors, LLC 2%84 5,295 Diversified Portfolios, Inc. no change 7,499
Focused Wealth Management, Inc 2%82 5,429 Castle Rock Wealth Management, LLC no change 7,106
Carnegie Capital Asset Management, LLC 3%75 2,525 RVW Wealth, LLC no change 6,917
Aviance Capital Partners, LLC 1%70 13,164 IMS Capital Management no change 2,449
Arete Wealth Advisors, LLC 4%69 1,983 Abacus Planning Group, Inc. no change 2,428
Claro Advisors LLC 2%69 3,280 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC no change 525
Knuff & Co LLC bought65 65 Belmont Capital, LLC no change 540
Gryphon Financial Partners LLC 0%59 15,259 Clean Yield Group no change 500
Interactive Financial Advisors 1%59 6,887 KINGS POINT CAPITAL MANAGEMENT no change 438
Fisher Asset Management, LLC(Kenneth L. Fisher) 1%58 6,456 ATWOOD & PALMER INC no change 400
Mine & Arao Wealth Creation & Management, LLC. 1%55 5,794 SMITHFIELD TRUST CO no change 407
ABSOLUTE INVESTMENT MANAGEMENT LLC 1,080%54 59 Trust Co no change 610
Davis Capital Management bought53 53 Capital Investment Advisory Services, LLC no change 750
Ellevest, Inc. bought53 53 Legacy Bridge, LLC no change 952
CVA Family Office, LLC 2%52 2,316 MANCHESTER FINANCIAL INC no change 1,170
Rain Capital Management, LLC 700%49 56 ROBINSON CAPITAL MANAGEMENT, LLC no change 925
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6%49 905 BOURGEON CAPITAL MANAGEMENT LLC no change 760
Gilbert & Cook, Inc. 1%48 3,504 Sowa Financial Group, Inc. no change 757
Vigilant Capital Management, LLC bought46 46 Banque Cantonale Vaudoise no change 400
Carmichael Hill & Associates, Inc. 6%43 818 FARMERS & MERCHANTS INVESTMENTS INC no change 365
Patriot Financial Group Insurance Agency, LLC 20%41 242 Capital Directions Investment Advisors, LLC no change 182
MEEDER ASSET MANAGEMENT INC 4,000%40 41 Laffer Investments no change 200
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0%34 9,148 BELLEVUE ASSET MANAGEMENT, LLC no change 180
Larson Financial Group LLC 2%31 1,706 WEST BANCORPORATION INC no change 171
HBC Financial Services, PLLC 5%30 675 Asset Dedication, LLC no change 151
Lenox Wealth Advisors, Inc. bought29 29 Tradewinds Capital Management, LLC no change 222
Oakworth Capital, Inc. bought27 27 BDO Wealth Advisors, LLC no change 225
Stratos Wealth Advisors, LLC 1%27 2,900 Financial Enhancement Group LLC no change 348
Retirement Network 71%27 65 ROWLAND CARMICHAEL ADVISORS INC /ADV no change 354
BANK HAPOALIM BM 1%26 1,939 Aptus Capital Advisors, LLC no change 305
SPC Financial, Inc. 1%20 2,245 Johnson Financial Group, Inc. no change 260
Bellecapital International Ltd. 0%19 7,583 Stonebridge Capital Advisors LLC no change 241
VERITY Wealth Advisors 0%18 7,702 Cordasco Financial Network no change 1,227
FIRST MANHATTAN CO 0%15 3,979 Migdal Insurance & Financial Holdings Ltd. no change 1,295
STIFEL FINANCIAL CORP bought13 13 Sage Capital Advisors,llc no change 2,113
LAKE STREET ADVISORS GROUP, LLC 0%10 2,538 Partnervest Advisory Services LLC no change 700
Capital Analysts, Inc. 1%10 689 TRUST CO OF VIRGINIA /VA no change 2,080
Veritable, L.P. 0%9 6,984 VEREDUS ASSET MANAGEMENT LLC no change 2,060
Pacific Center for Financial Services bought8 8 Alpha Omega Wealth Management LLC no change 2,053
Bedel Financial Consulting, Inc. 0%8 1,961 Retirement Planning Group no change 2,157
AdvisorNet Financial, Inc 0%6 2,853 BP WEALTH MANAGEMENT, LLC no change 54
FMR LLC bought5 5 DEARBORN PARTNERS LLC no change 2,374
REILLY FINANCIAL ADVISORS, LLC 0%5 7,863 Grubman Wealth Management no change 2,390
BADGLEY PHELPS & BELL INC 0%5 4,527 CHARTER RESEARCH & INVESTMENT GROUP, INC. no change 2,330
Beacon Financial Advisory LLC 0%4 2,464 SUMMIT FINANCIAL GROUP INC no change 2,296
CAROLINAS WEALTH CONSULTING LLC 0%4 909 Bangor Savings Bank no change 2,259
HOWE & RUSLING INC 1%3 566 PEAPACK GLADSTONE FINANCIAL CORP no change 2,044
Bigelow Investment Advisors, LLC 0%2 4,949 Ironwood Investment Counsel, LLC no change 2,000
Stearns Financial Services Group 0%2 454 SECURITY NATIONAL TRUST CO no change 1,685
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1%2 390 SHAKESPEARE WEALTH MANAGEMENT, INC. no change 1,700
TRUEWEALTH LLC 0%1 1,594 BOSTON FINANCIAL MANGEMENT INC /MA no change 1,630
Jackson Hole Capital Partners, LLC 0%1 2,212 Roble, Belko & Company, Inc no change 1,558
LeJeune Puetz Investment Counsel LLC 0%1 2,716 Element Wealth, LLC no change 1,498
Apella Capital, LLC 0%1 9,803 BEESE FULMER INVESTMENT MANAGEMENT, INC. no change 1,800
Coastal Capital Group, Inc. 0%1 245 Sterling Investment Advisors, Ltd. no change 1,805
ROOF EIDAM & MAYCOCK/ADV no change 1,950
ASPIRIANT, LLC no change 1,977
HCR Wealth Advisors no change 1,938
Rex Capital Advisors, LLC no change 1,930
First Citizens Financial Corp no change 1,869
DELTA ASSET MANAGEMENT LLC/TN no change 132
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