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STOCK TICKER:
VANGUARD SM-CAP VAL   (ticker: VBR)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 68,499,929
Previous Holdings: 59,856,938
Change: 14.44%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
MORGAN STANLEY bought4,119,700 4,119,700 HighTower Advisors, LLC sold547,425 0
ASPIRIANT, LLC 162%670,762 1,085,504 JONES FINANCIAL COMPANIES LLLP 4%412,250 9,225,060
BANK OF AMERICA CORP /DE/ 5%398,304 7,672,551 Hanson McClain, Inc. 39%398,540 632,824
Foster Group, Inc. bought301,890 301,890 Clear Creek Financial Management, LLC sold257,490 0
Kuehl Shepherd Kozlowski & Associates,Inc. bought295,316 295,316 Retirement Systems of Alabama 34%200,000 382,480
Rodgers & Associates, LTD bought282,788 282,788 Creative Planning 89%128,804 16,576
Center for Financial Planning, Inc. bought270,166 270,166 PrairieView Partners, LLC 67%112,419 54,143
FormulaFolio Investments, LLC bought225,657 225,657 FMR LLC 100%101,944 40
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 3,899%218,634 224,241 Amerivest Investment Management LLC 8%63,167 778,754
RSM US WEALTH MANAGEMENT LLC 39%195,368 702,444 ExodusPoint Capital Management, LP sold57,551 0
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 8%168,458 2,162,373 UNIONBANCAL CORP sold53,524 0
VANGUARD GROUP INC 3,721%155,147 159,317 RMR Wealth Builders sold46,320 0
Connecticut Wealth Management, LLC 312%143,646 189,616 Relaxing Retirement Coach 74%32,865 11,819
Arete Wealth Advisors, LLC bought133,897 133,897 Carlson Capital Management 20%31,617 123,693
JAMES INVESTMENT RESEARCH INC bought108,050 108,050 NEXT Financial Group, Inc 93%29,565 2,158
SPC Financial, Inc. bought96,339 96,339 UNITED CAPITAL FINANCIAL ADVISERS,INC. 3%23,096 840,616
WELLS FARGO & CO/MN 6%92,522 1,576,662 Stratos Wealth Partners, LTD. 72%21,169 8,318
Bartlett & Co. LLC bought88,500 88,500 Symmetry Partner, LLC 6%20,057 337,073
Paragon Advisors, LLC bought86,278 86,278 SPINNAKER TRUST 24%17,949 55,867
Cetera Investment Advisers 157%86,204 141,204 CWA Asset Management Group, LLC sold17,726 0
Kerrisdale Advisers, LLC bought79,134 79,134 Waldron, LP 7%17,435 220,420
Financial Planning & Information Services, Inc. bought77,051 77,051 H D Vest Advisory Services 34%17,089 33,358
KAVAR CAPITAL PARTNERS GROUP, LLC bought75,417 75,417 LPL Financial CORP 2%15,770 763,302
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 25%72,987 368,699 Compton Wealth Advisory Group, LLC 79%14,741 3,913
Tradition Wealth Management, LLC bought72,598 72,598 IndexIQ Advisors LLC 21%14,610 54,451
Falcon Wealth Planning bought72,204 72,204 Patriot Investment Management Inc. sold13,166 0
UBS Group AG 5%64,779 1,247,548 LEAVELL INVESTMENT MANAGEMENT, INC. 75%11,784 3,843
Equitable Holdings, Inc. 83%61,205 135,299 Morningstar Investment Services, Inc. 4%11,699 264,858
Annapolis Financial Services, LLC bought61,201 61,201 Trilogy Capital Inc. 8%11,361 127,025
COMMONWEALTH EQUITY SERVICES, LLC. 15%59,165 461,691 AMG National Trust Bank 88%10,190 1,436
Tacita Capital Inc bought48,416 48,416 MML INVESTORS SERVICES, LLC 5%10,160 179,917
Windward Private Wealth Management Inc. bought48,247 48,247 BlueCrest Capital Management Ltd sold10,000 0
Visionary Wealth Advisors bought44,949 44,949 Zhang Financial LLC 4%9,469 254,949
Raymond James Financial Services Advisors, Inc. 21%44,496 257,482 SCBT FINANCIAL CORP 100%8,537 30
SG Americas Securities, LLC bought42,922 42,922 UMB BANK N A/MO 31%8,528 18,824
Modera Wealth Management, LLC 42%42,490 143,617 Columbus Macro, LLC 12%8,487 59,903
RAYMOND JAMES & ASSOCIATES 15%42,035 331,793 Sigma Planning Corp 22%8,388 29,038
MATHER GROUP, INC. 3%41,205 1,228,752 People's United Financial, Inc. 5%7,997 155,680
Q3 Asset Management bought39,893 39,893 LINCOLN NATIONAL CORP 3%7,890 240,864
THOMPSON SIEGEL & WALMSLEY LLC 38%38,155 139,888 Renaissance Technologies(Jim Simons) sold7,500 0
Parallel Advisors, LLC bought38,152 38,152 National Asset Management, Inc. 33%7,258 15,041
Shepherd Financial Partners LLC 252%38,099 53,224 Aveo Capital Partners, LLC sold7,217 0
Aaron Wealth Advisors LLC bought36,479 36,479 Efficient Advisors, LLC 2%7,117 417,723
Biltmore Capital Advisors LLC bought36,394 36,394 Miracle Mile Advisors, LLC 16%7,042 38,187
Cambria Investment Management, L.P. bought36,190 36,190 First Allied Advisory Services, Inc. 7%7,009 91,303
BECK CAPITAL MANAGEMENT, LLC bought35,849 35,849 JustInvest LLC sold6,775 0
COLLECTIVE FAMILY OFFICE LLC bought31,799 31,799 Total Wealth Planning, LLC 8%6,314 76,211
Prosperity Planning, Inc. bought30,655 30,655 Pasadena Private Wealth, LLC 7%6,194 87,007
Kestra Advisory Services, LLC 44%30,637 99,789 Private Portfolio Partners LLC 9%5,269 51,127
MERCER GLOBAL ADVISORS INC /ADV 30%30,595 132,324 ROYAL BANK OF CANADA 1%4,365 350,455
JOHNSON INVESTMENT COUNSEL INC 82%30,045 66,823 J P MORGAN CHASE & CO 3%4,153 150,068
Octavia Wealth Advisors, LLC bought29,237 29,237 AMERIPRISE FINANCIAL INC 1%4,002 473,015
THRIVENT FINANCIAL FOR LUTHERANS bought28,610 28,610 Goelzer Investment Management, Inc. 12%3,894 28,911
Janney Montgomery Scott LLC 234%28,356 40,467 FDx Advisors, Inc. 7%3,743 50,078
ENVESTNET ASSET MANAGEMENT INC 1%26,839 2,019,748 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 3%3,426 102,797
Rockefeller Capital Management L.P. 15%25,499 196,158 Bangor Savings Bank 21%3,343 12,784
Garrett Investment Advisors LLC bought25,383 25,383 WOLVERINE TRADING, LLC sold3,000 0
Strategic Investment Advisors / MI 315%25,106 33,073 GLENMEDE TRUST CO NA 3%2,933 102,330
Iron Horse Wealth Management, LLC bought23,458 23,458 Baker Ellis Asset Management LLC 20%2,888 11,673
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought23,365 23,365 Independence Advisors, LLC 5%2,849 54,867
Relyea Zuckerberg Hanson LLC bought22,604 22,604 BANK OF MONTREAL /CAN/ 15%2,696 15,310
Checchi Capital Advisers, LLC 168%22,321 35,644 AdvisorNet Financial, Inc 55%2,669 2,148
Emerald Investment Partners, LLC 324%22,281 29,157 DOWLING & YAHNKE INC 13%2,666 18,237
Bay Rivers Group bought22,156 22,156 First Ascent Asset Management, LLC 56%2,659 2,081
Centennial Wealth Advisory LLC bought22,156 22,156 Pure Financial Advisors, Inc. 33%2,648 5,297
Mariner Wealth Advisors, LLC 11%21,277 214,522 INTRUST BANK NA sold2,498 0
Redhawk Wealth Advisors, Inc. 146%20,715 34,935 Wealth Quarterback LLC sold2,459 0
QS Investors, LLC 17%20,000 136,785 BDO Wealth Advisors, LLC 28%2,421 6,205
FIRST TRUST ADVISORS LP bought19,572 19,572 Asset Planning Services, Ltd. 16%2,403 12,375
Edmonds Duncan Registered Investment Advisors, LLC 45%18,893 60,599 Cornerstone Wealth Management, LLC 4%2,365 52,860
CITIGROUP INC 91%18,420 38,624 Fullen Financial Group 12%2,196 16,295
CAPTRUST FINANCIAL ADVISORS 142%17,628 30,048 Cornerstone Advisory, LLP 14%2,135 13,579
IFP Advisors, Inc bought17,533 17,533 Cubic Asset Management, LLC sold2,135 0
Stratos Wealth Advisors, LLC 410%17,191 21,386 Rockbridge Investment Management, LCC 4%2,127 49,172
EP Wealth Advisors, Inc. 69%17,065 41,811 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2%2,123 101,526
Savant Capital Management Inc 11%15,701 156,569 Personal Capital Advisors Corp 11%2,121 17,760
Steward Partners Investment Advisory, LLC 29%15,477 68,521 Reynders McVeigh Capital Management, LLC sold2,068 0
Ford Financial Group, Inc. 100%15,212 30,498 PHILLIPS FINANCIAL MANAGEMENT, LLC 3%2,040 74,133
Center For Asset Management LLC bought14,686 14,686 Financial Architects, Inc 20%2,035 8,390
Jacobsen Capital Management 48%14,182 43,458 Gilbert & Cook, Inc. 22%2,004 7,275
PDS Planning, Inc 13%14,133 123,960 ALPS ADVISERS INC 3%1,860 52,471
FIERA SCEPTRE INC. 193%13,724 20,852 Robeco Investment Management, Inc. 19%1,839 7,654
Brookstone Capital Management 392%13,712 17,208 Inscription Capital, LLC sold1,835 0
Empowered Funds, LLC bought13,528 13,528 Ambassador Advisors, LLC sold1,793 0
Avenue 1 Advisors, LLC bought13,491 13,491 Performa Ltd (US), LLC sold1,760 0
Homrich & Berg bought13,278 13,278 Bank of New York Mellon CORP 4%1,747 44,378
HANSEATIC MANAGEMENT SERVICES INC bought12,830 12,830 Truepoint, Inc. 8%1,621 19,013
Intercontinental Wealth Advisors, LLC bought12,713 12,713 Community Bank, N.A. 53%1,550 1,400
Lionsbridge Wealth Management LLC bought12,694 12,694 NORTHWEST WEALTH MANAGEMENT, LLC 5%1,473 29,020
Betterment LLC 0%12,295 7,142,953 FINANCIAL COUNSELORS INC 3%1,419 51,209
SNS Financial Group, LLC 20%12,240 73,961 Dynamic Advisors Solutions LLC 29%1,417 3,423
BAILARD, INC. 8%11,868 169,060 Susquehanna International Group, LLP 1%1,399 104,516
Empirical Financial Services, LLC 18%11,403 75,886 Burleson & Company, LLC 10%1,388 13,109
B&D White Capital Company, LLC bought11,028 11,028 REGENTATLANTIC CAPITAL LLC 48%1,351 1,447
Newton One Investments LLC bought10,926 10,926 BANK OF HAWAII 19%1,340 5,870
Hemington Wealth Management bought10,454 10,454 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3%1,309 36,948
Northeast Financial Consultants Inc bought10,220 10,220 Larson Financial Group LLC 21%1,265 4,814
Sterling Financial Planning, Inc. bought10,105 10,105 PEAPACK GLADSTONE FINANCIAL CORP 2%1,251 73,903
OLD NATIONAL BANCORP /IN/ 17%9,874 68,553 JEPPSON WEALTH MANAGEMENT, LLC sold1,233 0
ECLECTIC ASSOCIATES INC /ADV bought9,834 9,834 Garde Capital, Inc. 3%1,211 40,999
Sageworth Trust Co 107%8,987 17,352 WoodTrust Financial Corp 39%1,173 1,828
Greenhouse Wealth Management, LLC bought8,752 8,752 Advisory Alpha, LLC sold1,172 0
Cedar Brook Financial Partners, LLC bought8,751 8,751 ROOF EIDAM & MAYCOCK/ADV 11%1,150 9,139
BHK Investment Advisors, LLC 7%8,667 137,944 Hoover Financial Advisors, Inc. 27%1,100 3,003
AE Wealth Management LLC 12%8,559 79,665 Koshinski Asset Management, Inc. 23%1,033 3,407
Liberty Capital Management, Inc. bought8,552 8,552 Fisher Asset Management, LLC(Kenneth L. Fisher) 41%1,023 1,475
Fieldpoint Private Securities, LLC bought8,542 8,542 Cranbrook Wealth Management, LLC 4%1,007 27,507
EATON VANCE MANAGEMENT 116%8,482 15,782 Hardy Reed LLC 8%971 10,526
Firestone Capital Management 10,026%8,422 8,506 SVA Plumb Wealth Management, LLC 10%962 8,251
Mokosak Advisory Group, LLC 3%8,011 245,659 Paradigm Financial Advisors, LLC 21%961 3,685
Regal Investment Advisors, LLC bought7,913 7,913 VISTA CAPITAL PARTNERS, INC. 18%895 3,965
Bickling Financial Services, Inc. bought7,880 7,880 Wolff Financial Management LLC 2%895 52,574
DAVIDSON D A & CO 39%7,871 27,973 UMA Financial Services, Inc. 14%892 5,451
Virtue Capital Management, LLC bought7,795 7,795 TAP Consulting, LLC 6%876 12,815
BRIGHTON JONES LLC 68%7,501 18,600 Private Advisor Group, LLC 1%870 70,464
Sawtooth Asset Management, Inc. 7%7,376 109,768 West Branch Capital LLC 7%839 11,731
Capital Square, LLC bought7,365 7,365 BSW Wealth Partners 7%824 11,192
PRUDENTIAL FINANCIAL INC bought7,324 7,324 Harborview Advisors, LLC 12%824 6,140
MONETA GROUP INVESTMENT ADVISORS INC 15%7,312 55,952 CWM, LLC 13%809 5,380
Roundview Capital LLC 126%7,157 12,825 TCF National Bank 20%771 3,111
Efficient Wealth Management LLC 16%7,116 52,709 HBK Sorce Advisory LLC 34%765 1,502
FOSTER & MOTLEY INC 13%7,093 61,287 PROEQUITIES, INC. 24%735 2,353
Kovack Advisors, Inc. 177%7,036 11,008 WOODMONT INVESTMENT COUNSEL LLC 11%717 5,618
Sontag Advisory, LLC bought6,609 6,609 NWAM LLC 4%664 16,564
Apella Capital, LLC 16%6,580 46,970 BRANDYWINE OAK PRIVATE WEALTH LLC 2%625 25,308
SEI INVESTMENTS CO 1%6,464 504,396 WAYNE HUMMER INVESTMENTS L.L.C. 27%625 1,727
MILLENNIUM MANAGEMENT LLC bought6,451 6,451 ASSOCIATED BANC-CORP 11%596 4,753
Prime Capital Investment Advisors, LLC 2%6,413 399,208 APPLETON PARTNERS INC/MA 24%590 1,827
Parcion Private Wealth LLC 4%6,358 169,522 HIGHLAND CAPITAL MANAGEMENT CORP 1%582 74,951
Spearhead Capital Advisors, LLC 12%6,341 58,926 Wellspring Financial Advisors, LLC 21%556 2,093
tru Independence LLC bought6,232 6,232 WEDBUSH MORGAN SECURITIES INC 9%514 5,019
Buckingham Asset Management, LLC 4%6,161 156,409 Versant Capital Management, Inc 10%503 4,435
Insight Advisors, LLC/ PA bought6,129 6,129 CARY STREET PARTNER INVESTMENT ADVISORY LLC sold483 0
Ancora Advisors, LLC 55%5,736 16,246 Wells Trecaso Financial Group, LLC 3%481 14,754
ROBERTS GLORE & CO INC /IL/ 76%5,696 13,200 ELM ADVISORS, LLC 10%475 4,235
Relative Value Partners Group, LLC 89%5,482 11,628 GAMBLE JONES INVESTMENT COUNSEL 8%458 4,937
BRADLEY FOSTER & SARGENT INC/CT 13%5,397 45,981 MANAGED ACCOUNT SERVICES INC 2%448 17,613
HBW Advisory Services LLC bought5,378 5,378 Cypress Capital, LLC 2%428 17,461
Main Street Financial Solutions, LLC bought5,258 5,258 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3%427 13,260
Abacus Planning Group, Inc. 4%5,059 118,914 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 13%415 2,750
PARK AVENUE SECURITIES LLC 16%5,020 35,568 BROWN ADVISORY HOLDINGS INC sold410 0
Atlantic Trust Group, LLC bought5,001 5,001 WRAPMANAGER INC 7%409 5,475
EMC Capital Management bought5,000 5,000 Laurel Wealth Advisors, Inc. 22%408 1,449
WEXFORD CAPITAL LLC bought5,000 5,000 AdvicePeriod, LLC sold400 0
McLean Asset Management Corp bought4,994 4,994 Capital Financial Planning, LLC 11%398 3,245
CX Institutional 24%4,951 25,254 Simmons Bank 2%394 21,883
Merriman Wealth Management, LLC 1%4,782 627,522 Coconut Grove Bank 5%392 8,262
OHE FINANCIAL INC 42%4,772 16,158 BCS Wealth Management 6%386 6,507
SlateStone Wealth, LLC bought4,654 4,654 Milestone Group, Inc. 12%372 2,668
JANE STREET GROUP, LLC bought4,605 4,605 Capstone Financial Group, Inc. 15%366 2,089
Plante Moran Financial Advisors Ltd Partnership 76%4,588 10,645 Voya Financial Advisors, Inc. 3%359 12,952
Family Firm, Inc. 95%4,569 9,363 Asset Dedication, LLC 4%357 9,697
TOCQUEVILLE ASSET MANAGEMENT LP 14%4,515 35,911 WHITTIER TRUST CO OF NEVADA INC 15%350 1,944
FIRST UNITED BANK TRUST/ 47%4,463 13,859 Krasney Financial LLC 1%344 34,981
US FINANCIAL ADVISORS, LLC bought4,445 4,445 Moser Wealth Advisors, LLC 1%339 47,326
Plancorp, LLC 138%4,390 7,573 Ausdal Financial Partners, Inc. 3%326 11,253
DUBUQUE BANK & TRUST CO 12%4,310 41,031 BBVA USA BANCSHARES INC 6%309 5,220
Valmark Advisers, Inc. bought4,227 4,227 Gradient Capital Advisors, LLC 2%309 18,284
Kavar Capital Partners, LLC 6%4,164 71,186 Cardan Capital Partners, LLC 1%303 38,960
Eidelman Virant Capital bought4,147 4,147 HM PAYSON & CO sold300 0
McAdam, LLC 104%4,126 8,092 Financial Engines Advisors L.L.C. 4%292 7,863
ProVise Management Group, LLC 21%4,110 23,552 FIDUCIARY TRUST CO 16%290 1,571
Arkadios Wealth Advisors 14,159%4,106 4,135 Moisand Fitzgerald Tamayo, LLC 3%282 8,404
OPPENHEIMER & CO INC bought4,062 4,062 First Heartland Consultants, Inc. 12%274 2,031
Baldrige Asset Management LLC 6%4,017 67,630 Multi-Financial Securities Corp 2%252 11,864
MONTAG A & ASSOCIATES INC bought3,979 3,979 CBIZ Investment Advisory Services, LLC sold248 0
D.B. Root & Company, LLC bought3,888 3,888 SRS Capital Advisors, Inc. 1%247 19,011
COURIER CAPITAL CORP 9%3,799 46,104 Chicago Partners Investment Group LLC 1%247 19,078
LifePlan Financial Group, Inc 7%3,788 56,752 Kovitz Investment Group Partners, LLC 5%242 4,205
Wealthcare Advisory Partners LLC bought3,654 3,654 Wharton Business Group, LLC 0%235 89,195
Change Path, LLC bought3,580 3,580 FIRST AMERICAN TRUST CO 1%220 37,055
Burns Wealth Management, Inc. 1%3,567 297,583 Fortis Advisors, LLC 1%217 17,904
CIBC World Markets Inc. bought3,446 3,446 BLUESTEIN R H & CO 12%215 1,601
Financial Advocates Investment Management 23%3,444 18,541 CHATHAM CAPITAL GROUP, INC. 3%215 6,525
Northwest Quadrant Wealth Management, LLC 4%3,439 98,489 Interactive Financial Advisors 41%213 301
ANDERSON HOAGLAND & CO bought3,376 3,376 NorthRock Partners, LLC 9%202 2,155
WP Advisors, LLC 118%3,375 6,231 Csenge Advisory Group 4%202 4,989
FIFTH THIRD BANCORP 4%3,370 83,259 IHT Wealth Management, LLC 1%201 18,838
Archford Capital Strategies, LLC 17%3,331 23,485 GOODWIN DANIEL L 2%200 9,810
Argent Advisors, Inc. bought3,329 3,329 Founders Financial Alliance, LLC 87%191 29
Geneva Partners, LLC bought3,217 3,217 Paracle Advisors, LLC 2%190 9,091
TOWNSQUARE CAPITAL LLC bought3,205 3,205 IFG Advisory, LLC 6%185 2,818
F3Logic, LLC 3%3,167 100,401 Sterling Investment Advisors, Ltd. sold182 0
St. Louis Trust Co bought3,163 3,163 Qube Research & Technologies Ltd sold181 0
Advisory Services Network, LLC 21%3,154 18,483 FINANCIAL LIFE ADVISORS 4%180 4,534
COREPATH WEALTH PARTNERS LLC bought3,137 3,137 HUNTINGTON NATIONAL BANK 49%174 184
Financial Network 4%3,125 73,954 Ellenbecker Investment Group 4%169 4,331
TFC Financial Management bought3,121 3,121 TOBIAS FINANCIAL ADVISORS, INC. 1%153 11,194
MISSION WEALTH MANAGEMENT, LLC bought3,013 3,013 Baltimore-Washington Financial Advisors, Inc. 0%151 32,046
MISSION CREEK CAPITAL PARTNERS, INC 38%2,944 10,762 Procyon Private Wealth Partners, LLC 4%150 3,199
Institute for Wealth Management, LLC. 92%2,944 6,128 WALLER FINANCIAL PLANNING GROUP, INC 2%149 6,838
Prospera Financial Services 173%2,898 4,572 TSFG, LLC 2%148 6,714
Resolute Advisors LLC bought2,870 2,870 PITTENGER & ANDERSON INC 19%140 615
Taylor, Cottrill, Erickson & Associates, Inc. 11%2,841 27,777 NewFocus Financial Group, LLC 2%132 6,354
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2%2,824 141,823 Quaker Wealth Management, LLC 0%127 30,172
BALDWIN BROTHERS INC/MA bought2,792 2,792 TCI Wealth Advisors, Inc. 3%122 3,662
REGIONS FINANCIAL CORP bought2,687 2,687 Petix & Botte Co 3%119 3,687
MAGNOLIA CAPITAL ADVISORS LLC bought2,678 2,678 Asset Management Group, Inc. 0%118 129,026
Red Wave Investments LLC bought2,655 2,655 Coastline Trust CO 0%115 24,480
Lumature Wealth Partners, LLC bought2,612 2,612 Hartland & Co., LLC 54%97 84
BB&T CORP 1%2,506 194,387 Day & Ennis, LLC 4%96 2,523
Warren Averett Asset Management, LLC 6%2,502 45,255 Wealth Architects, LLC 0%89 154,977
SOUNDMARK WEALTH MANAGEMENT, LLC bought2,463 2,463 ENTERPRISE FINANCIAL SERVICES CORP 3%87 3,086
DROMS STRAUSS ADVISORS INC /MO/ /ADV bought2,462 2,462 Adams Wealth Management sold77 0
BP WEALTH MANAGEMENT, LLC bought2,449 2,449 Evensky & Katz, Inc. 3%73 2,366
ARGI Investment Services, LLC 1%2,445 217,135 180 WEALTH ADVISORS, LLC 1%71 8,398
MERITAGE PORTFOLIO MANAGEMENT bought2,440 2,440 Peak Asset Management, LLC 2%66 3,856
GODSEY & GIBB ASSOCIATES bought2,430 2,430 TFG Advisers LLC 3%64 1,770
COMERICA SECURITIES,INC. 29%2,427 10,675 Clarius Group, LLC 2%61 3,836
HoyleCohen, LLC 29%2,398 10,661 CONDOR CAPITAL MANAGEMENT 1%58 11,236
Private Capital Group, LLC 4%2,391 58,373 CUTLER INVESTMENT COUNSEL LLC 1%50 4,710
CENTAURUS FINANCIAL, INC. 76%2,383 5,510 Jentner Corp 1%48 9,176
Ellevest, Inc. 5%2,372 50,923 Venture Visionary Partners LLC 3%48 1,869
BINGHAM OSBORN & SCARBOROUGH LLC bought2,370 2,370 Balentine LLC sold47 0
Laidlaw Wealth Management LLC bought2,347 2,347 CHIRON CAPITAL MANAGEMENT, LLC sold45 0
SeaCrest Wealth Management, LLC 62%2,324 6,069 PACES FERRY WEALTH ADVISORS, LLC sold43 0
Almanack Investment Partners, LLC. bought2,301 2,301 Atlas Private Wealth Advisors 4%40 849
ATTICUS WEALTH MANAGEMENT, LLC 432%2,270 2,795 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 0%39 20,827
Integrys Wealth Advisors LLC 1%2,267 166,303 Vectors Research Management, LLC sold36 0
LeJeune Puetz Investment Counsel LLC 215%2,253 3,303 Sonora Investment Management, LLC sold35 0
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV bought2,245 2,245 Affiance Financial, LLC 42%35 48
West Financial Advisors, LLC bought2,240 2,240 Weaver Consulting Group sold35 0
BENJAMIN F. EDWARDS & COMPANY, INC. 3%2,232 79,651 SYNOVUS FINANCIAL CORP 0%34 7,262
TOMPKINS FINANCIAL CORP 3,600%2,232 2,294 Probity Advisors, Inc. 0%33 10,062
Cypress Wealth Services, LLC bought2,227 2,227 SIGNATUREFD, LLC 5%33 591
HPM Partners LLC bought2,187 2,187 Slow Capital, Inc. sold31 0
GOLDMAN SACHS GROUP INC 21%2,184 12,616 Hochman Cole Investment Advisors, Inc. 1%30 5,439
Bragg Financial Advisors, Inc 1%2,134 163,468 GFS Advisors, LLC 0%28 9,306
Wambolt & Associates, LLC bought2,126 2,126 CITIZENS FINANCIAL GROUP INC/RI 1%28 2,315
HELLMAN JORDAN MANAGEMENT CO INC /MA/ bought2,125 2,125 Johanson Financial Advisors, Inc. 0%24 11,430
LAKE STREET FINANCIAL LLC bought2,079 2,079 Richard Bernstein Advisors LLC sold24 0
Elgethun Capital Management 52%2,060 6,015 Millburn Ridgefield Corp 9%21 216
McClarren Financial Advisors, Inc. bought2,057 2,057 PACIFIC SUN FINANCIAL CORP 0%20 5,580
BROWN BROTHERS HARRIMAN & CO bought2,055 2,055 Hexagon Capital Partners LLC 0%20 8,626
Trellis Advisors, LLC bought2,052 2,052 Retirement Network 17%20 100
KWMG, LLC 5%2,051 43,843 Cordant, Inc. sold16 0
Wells Financial Advisors INC bought2,051 2,051 Bridgeworth, LLC 1%15 1,915
Magnus Financial Group LLC bought2,050 2,050 Prestige Wealth Management Group LLC 28%15 39
Birchcreek Wealth Management, LLC bought2,021 2,021 Beacon Pointe Advisors, LLC 0%15 6,931
HARRELL INVESTMENT PARTNERS, LLC bought2,020 2,020 Global Retirement Partners, LLC 0%14 3,711
Van Cleef Asset Management,Inc 10%2,002 23,063 JFS WEALTH ADVISORS, LLC 48%12 13
VAN DEN BERG MANAGEMENT INC/TX bought2,000 2,000 TIAA, FSB 41%11 16
ARBOR TRUST WEALTH ADVISORS, LLC bought1,986 1,986 HYMAN CHARLES D 0%9 16,606
Towerpoint Wealth, LLC 4%1,985 50,821 FCG ADVISORS, LLC 0%9 1,992
DIMENSION CAPITAL MANAGEMENT PARTNERS 47%1,975 6,145 Provident Wealth Management, LLC 1%9 807
US BANCORP DE 8%1,969 26,425 PACIFIC FINANCIAL GROUP INC sold7 0
American Investment Services, Inc. 5%1,930 41,340 Capital Analysts, Inc. 55%6 5
Gladstone Institutional Advisory LLC bought1,889 1,889 Sequoia Financial Advisors, LLC 0%6 4,795
Intersect Capital LLC bought1,885 1,885 CATALYST PRIVATE WEALTH, LLC sold4 0
Capstone Triton Financial Group, LLC bought1,882 1,882 Cordasco Financial Network 0%1 1,097
RFG Advisory Group, LLC bought1,880 1,880 Cascade Investment Advisors, Inc. no change 10
TRUSTCORE FINANCIAL SERVICES, LLC 45%1,870 6,000 Independence Bank of Kentucky no change 9
Praetorian Wealth Management, Inc. 4%1,852 52,548 DIVIDEND GROWTH ADVISORS, LLC no change 10
Busey Trust CO bought1,836 1,836 AlphaMark Advisors, LLC no change 225
SHAKESPEARE WEALTH MANAGEMENT, INC. 3%1,834 70,403 Global Trust Asset Management, LLC no change 5
Kathmere Capital Management, LLC bought1,832 1,832 Planned Solutions, Inc. no change 12
WEALTHSOURCE PARTNERS, LLC bought1,823 1,823 SALEM INVESTMENT COUNSELORS INC no change 25
Cornerstone Investment Partners, LLC bought1,819 1,819 Sound Income Strategies, LLC no change 28
CAPITAL WEALTH MANAGEMENT, LLC 5%1,814 37,939 Focused Wealth Management, Inc no change 35
TriaGen Wealth Management LLC bought1,813 1,813 Gradient Investments LLC no change 23
Mosaic Family Wealth, LLC 6%1,811 32,711 Aurum Wealth Management Group, LLC no change 3,313
RDL FINANCIAL INC bought1,794 1,794 Stearns Financial Services Group no change 162
DUNCKER STREETT & CO INC 10%1,792 20,298 Global Wealth Management Investment Advisory, Inc. no change 3
IPG Investment Advisors LLC bought1,785 1,785 Oak Hill Investment Management, L.P. no change 206,778
Foresight Wealth Management, LLC bought1,765 1,765 QUEST INVESTMENT MANAGEMENT INC/OR no change 86,445
Keystone Financial Group bought1,754 1,754 FIRST MANHATTAN CO no change 6,687
FinTrust Capital Advisors, LLC bought1,735 1,735 WMS Partners, LLC no change 3,250
PAPP L ROY & ASSOCIATES bought1,729 1,729 Pathway Financial Advisors LLC no change 14,995
Curtis Advisory Group, LLC 21%1,725 9,817 SHINE INVESTMENT ADVISORY SERVICES INC no change 15
Neuberger Berman Group LLC 55%1,712 4,851 Vestcor Investment Management Corp no change 64,000
Kingsview Wealth Management, LLC 34%1,707 6,698 Manchester Capital Management LLC no change 20,812
Hudson Value Partners, LLC bought1,699 1,699 VICTORY CAPITAL MANAGEMENT INC no change 114,956
NICOLET ADVISORY SERVICES, LLC bought1,681 1,681 Windham Capital Management, LLC no change 23,900
ACORN FINANCIAL ADVISORY SERVICES INC /ADV bought1,680 1,680 WEST BANCORPORATION INC no change 61
Colorado Capital Management, Inc. bought1,678 1,678 Veritable, L.P. no change 11,346
FINANCIAL ADVISORY CORP /UT/ /ADV bought1,660 1,660 Pacifica Partners Inc. no change 2
CORNERCAP INVESTMENT COUNSEL INC bought1,655 1,655 Sandy Spring Bank no change 295
Cable Hill Partners, LLC bought1,649 1,649 EisnerAmper Wealth Management Corporate Benefits, LLC no change 2,101
Merit Financial Group, LLC bought1,642 1,642 OBERMEYER ASSET MANAGEMENT CO no change 2,100
Minot Wealth Management LLC bought1,622 1,622 Dorsey & Whitney Trust CO LLC no change 2,064
Hunter Perkins Capital Management, LLC bought1,617 1,617 Alpha Cubed Investments, LLC no change 2,232
E&G Advisors, LP 10%1,603 18,120 IFG Advisors, LLC no change 2,345
Essex Savings Bank bought1,584 1,584 Livingston Group Asset Management CO (operating as Southport Capital Management) no change 2,696
Emery Howard Portfolio Management, Inc. bought1,580 1,580 Sheaff Brock Investment Advisors, LLC no change 2,610
Granite Springs Asset Management LLC bought1,577 1,577 Kore Private Wealth LLC no change 7,310
LPWM LLC bought1,567 1,567 Rathbone Brothers plc no change 2,000
Surevest Inc. bought1,566 1,566 Evercore Wealth Management, LLC no change 1,935
Summit Asset Management, LLC bought1,563 1,563 Column Capital Advisors, LLC no change 1,750
MCDONALD PARTNERS LLC bought1,552 1,552 SECURITY NATIONAL TRUST CO no change 1,525
AMERITAS INVESTMENT CORP 48%1,550 4,751 Carmichael Hill & Associates, Inc. no change 1,446
Windsor Creek Advisors, LLC bought1,536 1,536 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV no change 1,750
TFO-TDC, LLC 54%1,529 4,352 CLIENT 1ST ADVISORY GROUP, LLC no change 1,806
Strategic Financial Group, LLC bought1,529 1,529 TWIN FOCUS CAPITAL PARTNERS, LLC no change 1,850
DiMeo Schneider & Associates, L.L.C. bought1,520 1,520 Murphy, Middleton, Hinkle & Parker, Inc. no change 1,850
Lido Advisors, LLC 18%1,517 9,957 Nikulski Financial, Inc. no change 2,712
CREATIVE FINANCIAL DESIGNS INC /ADV 15%1,500 11,301 Essex Private Wealth Management, LLC no change 2,768
Nicholas Hoffman & Company, LLC. 4%1,500 44,169 AMI INVESTMENT MANAGEMENT INC no change 4,276
Glovista Investments LLC bought1,500 1,500 ALPINE WOODS CAPITAL INVESTORS, LLC no change 4,113
COZAD ASSET MANAGEMENT INC bought1,487 1,487 STALEY CAPITAL ADVISERS INC no change 4,021
Wealthstreet Investment Advisors, LLC bought1,486 1,486 MAI Wealth Advisors no change 4,433
JMG Financial Group, Ltd. bought1,484 1,484 Angeles Investment Advisors, LLC no change 5,385
STOCK YARDS BANK & TRUST CO bought1,470 1,470 BESSEMER GROUP INC no change 5,235
Cresset Asset Management, LLC 1%1,453 188,305 Landmark Financial Advisors, LLC no change 5,260
Winthrop Advisory Group LLC bought1,451 1,451 Ballentine, Finn & Company, Inc. no change 5,965
Wealthquest Corp bought1,442 1,442 USCA RIA LLC no change 3,908
Oakwell Private Wealth Management, LLC bought1,437 1,437 Gibson Capital Management, Ltd. no change 2,997
Spears Abacus Advisors LLC bought1,430 1,430 GRIMES & COMPANY, INC. no change 2,951
ENCORE BANK NA bought1,426 1,426 Glenview Trust Co no change 2,807
BRONFMAN E.L. ROTHSCHILD, L.P. 22%1,425 7,856 Arlington Financial Advisors, LLC no change 3,400
Rehmann Capital Advisory Group bought1,413 1,413 GLYNN JA & CO no change 3,578
Beacon Financial Advisory LLC 13%1,410 11,944 HC Advisors, LLC no change 6,012
Sullivan, Bruyette, Speros & Blaney, Inc. bought1,389 1,389 MESIROW FINANCIAL INVESTMENT MANAGEMENT no change 3,650
Ackerman Capital Advisors, LLC 5%1,368 28,937 McNamara Financial Services, Inc. no change 11,111
COMMERCE BANK N A/MO 9%1,351 17,052 MPS Loria Financial Planners, LLC no change 1,270
CAPITAL ONE FINANCIAL CORP 14%1,350 10,983 Sowa Financial Group, Inc. no change 93
BLAIR WILLIAM & CO/IL 6%1,316 24,753 Aptus Capital Advisors, LLC no change 74
Brickley Wealth Management 2%1,311 74,648 HCR Wealth Advisors no change 70
Belpointe Asset Management LLC bought1,308 1,308 HHM Wealth Advisors, LLC no change 93
SONATA CAPITAL GROUP INC 27%1,290 6,041 Litman Gregory Asset Management LLC no change 97
BURNEY CO/ 17%1,280 8,600 DELTA ASSET MANAGEMENT LLC/TN no change 143
Linscomb & Williams, Inc. 8%1,264 16,698 NORTHERN OAK CAPITAL MANAGEMENT INC no change 100
North Star Investment Management Corp. 23%1,255 6,708 CNB Bank no change 63
Key FInancial Inc bought1,248 1,248 Savior LLC no change 63
BIDWELL C M & ASSOCIATES LTD/ 22%1,139 6,317 Gleason Group, Inc. no change 47
J.W. COLE ADVISORS, INC. 13%1,116 9,865 SYM FINANCIAL CORPORATION no change 45
Disciplined Investments, LLC 21%1,115 6,439 Farmers & Merchants Trust Co of Chambersburg PA no change 38
Financial Advisory Service, Inc. 5%1,080 21,749 LIBERTY WEALTH MANAGEMENT LLC no change 50
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 19%1,077 6,630 Trust Co no change 50
RAYMOND JAMES TRUST CO 8%1,069 14,406 Old North State Trust, LLC no change 55
Eudaimonia Partners, LLC 350%1,068 1,373 Fiduciary Planning LLC no change 53
Sowell Financial Services LLC 1%1,031 204,551 John W. Brooker & Co., CPAs no change 155
DAVIDSON INVESTMENT ADVISORS 26%1,020 4,890 Element Wealth, LLC no change 200
BerganKDV Wealth Management, LLC bought1,000 1,000 Investors Research Corp no change 544
Vivaldi Capital Management, LLC 28%999 4,570 Bogart Wealth, LLC no change 399
Financial Advisors Network, Inc. 18%984 6,553 Archer Investment Corp no change 373
Advisors Capital Management, LLC 16%956 7,072 LAZARD ASSET MANAGEMENT LLC no change 610
NORTHERN TRUST CORP 2%947 46,247 Ohio Valley Financial Group no change 700
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 32%930 3,813 First PREMIER Bank no change 910
Baron Financial Group, LLC bought919 919 Legacy Bridge, LLC no change 757
Kerntke Otto McGlone Wealth Management Group 8%902 12,507 ROPES WEALTH ADVISORS LLC no change 366
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 74%863 2,035 Pacitti Group Inc. no change 340
Private Wealth Advisors, LLC 11%860 8,626 Pacific Center for Financial Services no change 277
Private Ocean, LLC bought846 846 SVB Wealth Advisory, Inc. no change 258
Nachman Norwood & Parrott, Inc 5%838 18,773 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 222
Perigon Wealth Management, LLC 18%828 5,494 First National Bank of Mount Dora, Trust Investment Services no change 5,196
CITY HOLDING CO bought810 810 HC FINANCIAL ADVISORS INC no change 297
GIRARD PARTNERS LTD. 7%808 12,886 Mine & Arao Wealth Creation & Management, LLC. no change 325
FRANKLIN RESOURCES INC 81%756 1,687 Enterprise Trust & Investment Co no change 304
STEPHENS INC /AR/ 0%750 226,905 Ironwood Wealth Management, llc no change 36
Baystate Wealth Management LLC 1%739 74,508
Tortoise Investment Management, LLC 2%738 35,134
PLANNING DIRECTIONS INC 9%735 9,041
White Lighthouse Investment Management Inc. 4%726 19,359
Meridian Wealth Management, LLC 30%725 3,129
PFG Advisors 13%718 6,415
ALLIANCEBERNSTEIN L.P. 22%714 3,945
FLAGSHIP HARBOR ADVISORS, LLC 9%710 8,195
ASSET PLANNING CORPORATION bought669 669
Capital Advantage, Inc. 2%638 31,419
Altus Wealth Group LLC bought627 627
Radnor Financial Advisors, LLC 1%615 56,762
WHITTIER TRUST CO 3%614 23,671
COLONY GROUP LLC 0%614 258,171
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8%591 7,552
BALASA DINVERNO & FOLTZ LLC 14%579 4,796
MASSMUTUAL TRUST CO FSB/ADV 2%578 28,172
STIFEL FINANCIAL CORP 597%573 669
Bishop & Co Investment Management, LLC 1%562 110,536
SOL Capital Management CO 20%554 3,309
Canton Hathaway, LLC bought541 541
Lutz Financial Services LLC 1%538 39,303
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 76%532 1,229
Hudock Moyer Wealth Resources, LLC 56%531 1,480
PBMares Wealth Management LLC 10%517 5,658
Integrated Investment Consultants, LLC 12%504 4,565
Lee Financial CORP bought500 500
One Day In July LLC 15%499 3,853
Ten Capital Wealth Advisors, LLC 5%478 10,546
STEPHENS GROUP ASSET MANAGEMENT, LLC 0%477 687,738
SMITHFIELD TRUST CO 5%474 9,184
GREAT VALLEY ADVISOR GROUP, INC. 16%472 3,337
BENJAMIN EDWARDS INC bought468 468
Goss Wealth Management LLC 1%466 38,853
Heartwood Wealth Advisors LLC 5%460 10,667
Winslow, Evans & Crocker, Inc. 31%435 1,839
Joel Isaacson & Co., LLC 3%433 14,392
Retirement Group, LLC bought403 403
Safeguard Investment Advisory Group, LLC bought364 364
VALLEY NATIONAL ADVISERS INC bought362 362
CALTON & ASSOCIATES, INC. 17%354 2,425
Pensionmark Financial Group, LLC 10%350 3,990
V Wealth Management,LLC bought349 349
ATRIA INVESTMENTS LLC 1%342 36,952
PUTNAM FL INVESTMENT MANAGEMENT CO 6%334 6,053
McIlrath & Eck, LLC 180%330 513
FORT PITT CAPITAL GROUP, LLC bought319 319
Argent Trust Co 2%315 14,802
First Command Bank bought312 312
Valeo Financial Advisors, LLC 79%311 707
BOENNING & SCATTERGOOD, INC. 11%307 3,028
Alpha Omega Wealth Management LLC 6%296 4,853
Cutler Group LP 7,400%296 300
Legacy Wealth Planning, LLC 3%295 9,376
DAVENPORT & CO LLC 2%292 17,775
Orion Capital Management LLC bought278 278
FARMERS & MERCHANTS INVESTMENTS INC 11%275 2,890
Berman Capital Advisors, LLC bought252 252
Paul John Balson 3%250 8,850
Armor Investment Advisors, LLC bought250 250
ERn Financial, LLC 11%248 2,604
CVA Family Office, LLC 8%239 3,257
Reby Advisors, LLC bought233 233
CULBERTSON A N & CO INC 2%225 12,087
Diversified Portfolios, Inc. 7%222 3,367
M&T BANK CORP 2%217 11,758
Capital Investment Advisory Services, LLC 10%217 2,373
Partnervest Advisory Services LLC 6%213 3,728
TPG Financial Advisors, LLC 6%210 3,506
Alera Investment Advisors, LLC 3%197 6,447
QUADRANT CAPITAL GROUP LLC 10%197 2,181
Shayne & Co., LLC 2%191 10,614
Tower Research Capital LLC 272%182 249
Yale Capital CORP 0%176 70,799
Integrated Wealth Concepts LLC 3%166 6,512
Covenant Multifamily Offices, LLC 0%163 37,717
Telos Capital Management, Inc. 2%163 8,316
Concord Wealth Partners bought159 159
Resource Management, LLC 0%153 35,126
REILLY FINANCIAL ADVISORS, LLC 32%153 626
Mutual Advisors, LLC 2%150 6,702
Accel Wealth Management bought139 139
Oxler Private Wealth LLC bought137 137
MEEDER ASSET MANAGEMENT INC bought135 135
ROFFMAN MILLER ASSOCIATES INC /PA/ 5%131 2,790
DEUTSCHE BANK AG 7%131 1,888
Graves-Light Private Wealth Management, Inc. bought125 125
MONECO Advisors, LLC 1%120 8,191
CAROLINAS WEALTH CONSULTING LLC 4%120 3,115
Evanson Asset Management, LLC 1%112 7,857
PEDDOCK CAPITAL ADVISORS, LLC bought110 110
Horan Securities, Inc. 16%104 751
MARCO INVESTMENT MANAGEMENT LLC 1%100 8,580
D'Orazio & Associates, Inc. 417%100 124
Marble Harbor Investment Counsel, LLC 1%100 8,391
American Research & Management Co. 25%100 500
Kistler-Tiffany Companies, LLC bought100 100
FSA Wealth Management LLC bought100 100
Hanson Investment Management 66%97 244
Regent Peak Wealth Advisors LLC 5%96 2,099
Pinnacle Bank 11%90 944
Southern Wealth Management, LLP 1%87 7,475
SAGE FINANCIAL GROUP INC 0%87 40,205
Newman Dignan & Sheerar, Inc. 2%86 3,787
COWA, LLC bought85 85
LexAurum Advisors, LLC 2%83 3,461
WESBANCO BANK INC 1%81 5,825
Western Wealth Management, LLC 2%81 3,639
ForthRight Wealth Management, LLC bought80 80
Lakeview Capital Partners, LLC 16%77 544
Bellwether Advisors, LLC bought77 77
Brand Asset Management Group, Inc. 2%75 4,776
Ellis Investment Partners, LLC bought73 73
WEBSTER BANK, N. A. bought71 71
Carroll Financial Associates, Inc. 26%66 323
Johnson Financial Group, Inc. 71%65 157
Jacobi Capital Management LLC 3%64 2,048
GoalVest Advisory LLC bought63 63
Keeler THomas Management LLC 2%62 2,983
Providence Capital Advisors, LLC bought61 61
Parkside Financial Bank & Trust 5%60 1,212
Patriot Financial Group Insurance Agency, LLC 4%59 1,590
Inspire Advisors, LLC bought57 57
PARAMETRIC PORTFOLIO ASSOCIATES 2%56 2,944
CPCM, LLC 1%53 7,397
Fortis Group Advisors, LLC bought52 52
HawsGoodwin Investment Management LLC bought52 52
Guidance Point Advisors, LLC 1%50 8,101
BOURGEON CAPITAL MANAGEMENT LLC bought50 50
MCMILLION CAPITAL MANAGEMENT INC bought50 50
PINNACLE FINANCIAL PARTNERS INC 1%48 8,629
BTC Capital Management, Inc. 0%46 10,665
Pathstone Family Office, LLC bought45 45
TRUST CO OF VERMONT 2%40 2,240
Joseph P. Lucia & Associates, LLC bought40 40
THOROUGHBRED FINANCIAL SERVICES, LLC 2%40 2,360
JNBA Financial Advisors 12%36 343
Baird Financial Group, Inc. 5%36 786
Sensible Financial Planning & Management, LLC. 1%35 2,636
Selective Wealth Management 1%34 3,423
Bedel Financial Consulting, Inc. 1%33 2,908
PARSONS CAPITAL MANAGEMENT INC/RI 0%30 7,801
Comprehensive Financial Management LLC 1%26 2,259
TD Capital Management LLC 3%25 901
Alexandria Capital, LLC 1%25 4,108
Klingman & Associates, LLC 0%23 6,977
Glassman Wealth Services 2%21 1,310
Cribstone Capital Management, LLC bought20 20
Capital Advisors, Ltd. LLC 1%19 1,734
Charter Oak Capital Management, LLC bought19 19
HYA Advisors, Inc 0%18 4,587
LS Investment Advisors, LLC 0%17 21,229
KEYBANK NATIONAL ASSOCIATION/OH 0%16 15,883
Good Life Advisors, LLC 1%16 2,326
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0%16 7,237
Stokes Family Office, LLC 0%16 26,581
Taddei, Ludwig & Associates, Inc. bought16 16
Blue Zone Wealth Advisors, LLC 1%12 1,878
EPIQ Capital Group, LLC 1%12 1,952
Budros, Ruhlin & Roe, Inc. 0%12 4,788
Massey, Quick & Co., LLC 1%11 1,573
Baldwin Investment Management, LLC 0%10 2,190
HARBOR INVESTMENT ADVISORY, LLC 8%10 130
OXFORD FINANCIAL GROUP LTD bought8 8
First Command Financial Services, Inc. 2%7 312
Beck Bode, LLC bought7 7
Clarkston Capital Partners LLC 1%7 574
CULLEN FROST BANKERS INC 0%7 4,343
Jackson, Grant Investment Advisers, Inc. 1%6 998
Edge Capital Group, LLC 0%5 3,200
Kalos Management, Inc. 0%5 3,181
Black Diamond Financial, LLC 0%4 8,589
Choate Investment Advisors bought3 3
Tranquility Partners, LLC 0%3 6,089
Family Legacy, Inc. 0%3 3,458
Investors Financial Group, LLC 0%3 2,743
Capital Asset Advisory Services LLC 1%1 138
BARCLAYS PLC bought1 1
Professional Financial Advisors, LLC 1%1 180
Biltmore Family Office, LLC 2%1 47
Anfield Capital Management, LLC 0%1 2,848
Aspire Private Capital, LLC bought1 1
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