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STOCK TICKER:
VANGUARD INFO ETF   (ticker: VGT)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 100
0 100 100
Current Holdings: 167,882,807
Previous Holdings: 46,828,186
Change: 258.51%
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 bought2,027,835 2,027,835 MANUFACTURERES LIFE INSURANCE CO sold302,046 0
VANGUARD GROUP INC 19,137%1,234,891 1,241,344 Harel Insurance Investments & Financial Services Ltd. 90%285,600 31,090
BANK OF NOVA SCOTIA / 66%366,893 924,144 HighTower Advisors, LLC sold282,098 0
J P MORGAN CHASE & CO 10%304,688 3,396,375 AMERIPRISE FINANCIAL INC 16%204,419 1,035,382
ROYAL BANK OF CANADA 13%73,704 626,288 BANK OF AMERICA CORP /DE/ 1%185,081 21,236,153
AE Wealth Management LLC 73%73,021 172,692 WELLS FARGO & CO/MN 8%138,068 1,645,477
Sawtooth Asset Management, Inc. 88%70,527 150,642 Madison Asset Management, LLC 40%92,856 137,529
GPS Wealth Strategies Group, LLC bought67,183 67,183 Susquehanna International Group, LLP 51%88,557 86,180
Mirae Asset Global Investments Co., Ltd. 661%66,100 76,100 GOLDMAN SACHS GROUP INC 82%80,963 18,064
BABSON CAPITAL MANAGEMENT LLC bought51,580 51,580 UBS Group AG 2%44,454 2,152,735
Trilogy Capital Inc. 484%50,659 61,132 National Asset Management, Inc. sold39,409 0
Green Harvest Asset Management LLC bought48,754 48,754 Axiom Financial Strategies, LLC sold36,410 0
BerganKDV Wealth Management, LLC bought40,368 40,368 BINGHAM OSBORN & SCARBOROUGH LLC 13%34,193 228,111
Proquility Private Wealth Partners, LLC bought39,884 39,884 ENVESTNET ASSET MANAGEMENT INC 5%21,356 397,299
Raymond James Financial Services Advisors, Inc. 8%33,346 457,319 Clark Capital Management Group, Inc. 79%21,242 5,614
RiverFront Investment Group, LLC bought31,534 31,534 Belvedere Trading LLC sold20,570 0
Curran Financial Partners, LLC bought28,268 28,268 BB&T CORP 11%18,849 157,240
Diversified, LLC bought27,706 27,706 H D Vest Advisory Services 69%15,890 7,093
Kestra Advisory Services, LLC 52%26,521 77,667 THRIVENT FINANCIAL FOR LUTHERANS 89%15,254 1,895
Grant/GrossMendelsohn, LLC bought24,680 24,680 Moneda S.A. Administradora General de Fondos sold15,137 0
Capital Planning LLC bought23,156 23,156 Cutler Group LP 93%13,600 1,000
RAYMOND JAMES & ASSOCIATES 5%21,919 431,114 WOLVERINE TRADING, LLC 61%12,425 7,978
Cetera Investment Advisers 395%21,511 26,955 SUNRISE PARTNERS LLC /CT sold12,197 0
Kinloch Capital, LLC bought20,879 20,879 M&T BANK CORP 4%12,119 283,326
Bouchey Financial Group Ltd 82%20,481 45,394 Tatro Capital, LLC 43%11,736 15,481
TORON CAPITAL MARKETS INC. bought19,100 19,100 Ascension Asset Management LLC sold11,204 0
Welch Group, LLC 807%18,132 20,380 Portfolio Strategies, Inc. 15%11,152 63,471
KCM INVESTMENT ADVISORS LLC 32%17,922 73,361 Beacon Capital Management, Inc. 2%11,132 518,131
HRT FINANCIAL LLC bought17,920 17,920 ENTERPRISE FINANCIAL SERVICES CORP 85%10,754 1,924
RFG HOLDINGS, INC. bought17,617 17,617 NEXT Financial Group, Inc 75%10,725 3,560
PEAPACK GLADSTONE FINANCIAL CORP 1,357%17,558 18,852 Smart Money Group LLC sold9,800 0
LUCAS CAPITAL MANAGEMENT bought16,898 16,898 Kore Private Wealth LLC 82%9,525 2,139
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 9%16,603 197,509 Sabal Trust CO sold8,918 0
Wiser Wealth Management, Inc bought13,905 13,905 BRANDYWINE OAK PRIVATE WEALTH LLC 6%8,461 130,919
PRUDENTIAL FINANCIAL INC bought12,947 12,947 Full Sail Capital, LLC 10%8,445 74,374
FIFTH THIRD SECURITIES, INC. bought12,518 12,518 CITADEL ADVISORS LLC (Kenneth C. Griffin) sold8,400 0
Emerald Investment Partners, LLC 1,301%12,368 13,319 Archford Capital Strategies, LLC 27%7,835 20,999
Brookstone Capital Management 137%12,164 21,017 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 34%7,801 15,324
ATRIA INVESTMENTS LLC 46%12,131 38,569 MEITAV DASH INVESTMENTS LTD sold7,628 0
FormulaFolio Investments, LLC bought11,616 11,616 Carnick & Kubik Group, LLC sold7,084 0
Tranquilli Financial Advisor LLC bought11,284 11,284 Autus Asset Management, LLC sold6,781 0
Sigma Planning Corp 21%10,259 58,495 NORTHSTAR ASSET MANAGEMENT LLC 4%6,473 142,676
LPL Financial CORP 1%9,059 1,104,837 CITIGROUP INC 10%6,150 57,400
Kesler, Norman & Wride, LLC bought8,751 8,751 Hanlon Investment Management, Inc. 24%5,908 18,476
Silicon Valley Capital Partners 11%7,792 76,801 Patriot Investment Management Inc. sold5,733 0
Atlantic Trust Group, LLC bought7,720 7,720 BARCLAYS PLC 69%5,442 2,500
JFG Wealth Management, LLC bought6,928 6,928 PICTET ASSET MANAGEMENT LTD sold5,355 0
Lloyd Advisory Services, LLC. 171,400%6,856 6,860 Allianz Asset Management AG sold5,252 0
COZAD ASSET MANAGEMENT INC bought6,737 6,737 Equitable Holdings, Inc. 1%5,005 523,368
CALIBER WEALTH MANAGEMENT, LLC bought6,650 6,650 Stearns Financial Services Group 9%4,775 45,684
Houlihan Financial Resource Group, Ltd. bought6,001 6,001 MML INVESTORS SERVICES, LLC 8%3,901 46,400
JANE STREET GROUP, LLC 407%5,959 7,424 TAP Consulting, LLC 12%3,664 27,317
Summit Trail Advisors, LLC bought5,787 5,787 Relative Value Partners Group, LLC 6%3,515 60,264
Birchcreek Wealth Management, LLC bought5,786 5,786 Migdal Insurance & Financial Holdings Ltd. 0%3,505 2,019,047
IFP Advisors, Inc bought5,595 5,595 Gareth Morgan Investments Limited Partnership 38%3,428 5,649
Financial Network 12%5,542 49,921 WAGNER CAPITAL MANAGEMENT CORP 3%3,346 119,961
Strategic Wealth Advisors Group,Inc. 17%5,536 37,222 JOHNSON INVESTMENT COUNSEL INC 8%3,210 37,581
Ciovacco Capital Management LLC bought5,395 5,395 Goss Wealth Management LLC 44%3,128 4,003
VALLEY NATIONAL ADVISERS INC bought5,291 5,291 First Allied Advisory Services, Inc. 13%3,086 20,679
Parallel Advisors, LLC bought5,243 5,243 Karpus Management, Inc. 5%3,037 56,630
Principle Wealth Partners LLC 53%5,223 15,155 Main Management LLC 44%2,868 3,600
Kingsview Wealth Management, LLC bought5,162 5,162 HSBC HOLDINGS PLC sold2,861 0
Allegiant Private Advisors, LLC bought5,133 5,133 Bigelow Investment Advisors, LLC 47%2,720 3,069
Change Path, LLC bought5,078 5,078 ALPINE WOODS CAPITAL INVESTORS, LLC 71%2,500 1,000
COMMONWEALTH EQUITY SERVICES, LLC. 3%4,944 179,730 MERCER GLOBAL ADVISORS INC /ADV 15%2,497 14,368
Citizens National Bank Trust Department bought4,805 4,805 BAILARD, INC. 2%2,470 111,679
20/20 Capital Management, Inc. bought4,720 4,720 Paradigm Financial Advisors, LLC 18%2,339 10,970
COMMERCE BANK N A/MO 261%4,682 6,478 CAPROCK Group, Inc. 37%2,308 3,948
Steward Partners Investment Advisory, LLC 14%4,681 38,656 Creative Planning 2%2,299 96,753
WOODWARD DIVERSIFIED CAPITAL, LLC bought4,599 4,599 One Day In July LLC sold2,293 0
FIRST HORIZON NATIONAL CORP bought4,596 4,596 DUBUQUE BANK & TRUST CO 28%2,176 5,463
FFT WEALTH MANAGEMENT LLC bought4,584 4,584 Voya Financial Advisors, Inc. 37%2,167 3,636
InterOcean Capital Group, LLC bought4,559 4,559 MURPHY CAPITAL MANAGEMENT INC 3%2,116 70,838
ExodusPoint Capital Management, LP bought4,550 4,550 LEAVELL INVESTMENT MANAGEMENT, INC. 14%2,077 13,046
FIDUCIARY TRUST CO 15%4,486 33,720 SCBT FINANCIAL CORP 89%2,062 260
COLLECTIVE FAMILY OFFICE LLC bought4,300 4,300 BURNEY CO/ 94%2,061 139
Prospera Financial Services 355%4,212 5,400 HM PAYSON & CO sold2,038 0
Curated Wealth Partners LLC bought4,120 4,120 FIERA SCEPTRE INC. 14%1,990 12,085
Center for Financial Planning, Inc. bought4,120 4,120 UMA Financial Services, Inc. 24%1,867 6,041
Main Street Financial Solutions, LLC bought4,025 4,025 NORTHERN TRUST CORP 1%1,790 142,780
Bartlett & Co. LLC bought3,695 3,695 Evolution Wealth Advisors, LLC 99%1,692 20
Insight Advisors, LLC/ PA bought3,536 3,536 Landmark Financial Advisors, LLC 18%1,689 7,718
True Link Financial Advisors, LLC bought3,480 3,480 VISTA INVESTMENT MANAGEMENT 12%1,660 11,757
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3%3,467 138,234 HARVEST GROUP WEALTH MANAGEMENT, LLC 8%1,624 18,372
Cedar Brook Financial Partners, LLC bought3,413 3,413 Magnus Financial Group LLC 23%1,614 5,510
Round Table Services, LLC bought3,400 3,400 Adviser Investments LLC 33%1,607 3,230
Sontag Advisory, LLC bought3,322 3,322 White Lighthouse Investment Management Inc. 4%1,558 36,250
McAdam, LLC 349%3,254 4,187 Partnervest Advisory Services LLC 37%1,555 2,608
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 62%3,210 8,415 Janney Montgomery Scott LLC 1%1,553 166,457
High Falls Advisors, Inc bought3,203 3,203 Strategic Wealth Designers sold1,520 0
Venture Visionary Partners LLC bought3,187 3,187 Wunderlich Securities, Inc. 41%1,496 2,134
FIRST MERCHANTS CORP 5%3,136 61,729 Ambassador Advisors, LLC sold1,427 0
Altshuler Shaham Ltd 80%3,100 6,965 CORBETT ROAD CAPITAL MANAGEMENT, LLC 13%1,402 9,023
Royal Fund Management, LLC 25%3,064 15,283 N.E.W. Advisory Services LLC 15%1,400 7,933
MASSMUTUAL TRUST CO FSB/ADV 8%3,014 38,503 Clear Creek Financial Management, LLC 51%1,363 1,327
Evercore Wealth Management, LLC 97%2,900 5,893 Baker Ellis Asset Management LLC 3%1,362 43,865
REGIONS FINANCIAL CORP bought2,802 2,802 Capital Investment Advisory Services, LLC 82%1,306 289
Aptus Capital Advisors, LLC 214%2,790 4,092 NOMURA ASSET MANAGEMENT CO LTD sold1,300 0
HARBOR FINANCIAL SERVICES, LLC bought2,782 2,782 Plante Moran Financial Advisors Ltd Partnership 36%1,249 2,195
KESTRA PRIVATE WEALTH SERVICES, LLC bought2,741 2,741 Forest Hill Capital, LLC sold1,200 0
Personal Capital Advisors Corp 38%2,719 9,790 RAYMOND JAMES TRUST CO 15%1,178 6,848
Montis Financial, LLC bought2,652 2,652 Ballast, Inc. 5%1,176 20,236
AlphaStar Capital Management, LLC 66%2,602 6,554 Berkeley Capital Partners, LLC 3%1,158 32,088
Southern Farm Bureau Life Insurance bought2,600 2,600 BRONFMAN E.L. ROTHSCHILD, L.P. 25%1,133 3,361
Freestone Capital Holdings, LLC 163%2,581 4,166 PROFFITT & GOODSON INC 10%1,117 9,624
Annex Advisory Services, LLC 1%2,525 315,135 Triangle Securities Wealth Management 4%1,116 30,116
MAI Wealth Advisors 12%2,468 23,845 CAPTRUST FINANCIAL ADVISORS 6%1,109 18,934
Resolute Advisors LLC bought2,304 2,304 BELLEVUE ASSET MANAGEMENT, LLC 13%1,092 7,060
MBL Wealth, LLC bought2,295 2,295 CHATHAM CAPITAL GROUP, INC. 4%1,045 26,423
Wealthstreet Investment Advisors, LLC bought2,291 2,291 Covington Capital Management 5%1,025 21,260
Towerpoint Wealth, LLC bought2,131 2,131 CYPRESS CAPITAL MANAGEMENT LLC 4%1,015 26,336
BLAIR WILLIAM & CO/IL 10%2,098 22,796 BROWN ADVISORY HOLDINGS INC sold980 0
MILLENNIUM MANAGEMENT LLC bought2,088 2,088 ROYAL BANK OF SCOTLAND GROUP PLC 10%980 9,030
Stuart Chaussee & Associates, Inc. 2%2,030 135,351 Visionary Wealth Advisors 14%952 6,079
Regal Investment Advisors, LLC bought2,020 2,020 Quaker Wealth Management, LLC 6%945 16,154
DB Wealth Management Group, LLC bought2,009 2,009 INVESTMENT MANAGEMENT OF VIRGINIA LLC 2%912 39,566
Truepoint, Inc. bought2,000 2,000 Cresset Asset Management, LLC 5%900 16,507
MISSION WEALTH MANAGEMENT, LLC bought1,996 1,996 Spectrum Wealth Advisory Group, LLC sold896 0
US FINANCIAL ADVISORS, LLC bought1,987 1,987 Chevy Chase Trust Holdings, Inc. 5%889 16,281
Elwood & Goetz Wealth Advisory Group, LLC 3%1,981 69,664 IEQ CAPITAL, LLC 3%873 28,817
Dorsey & Whitney Trust CO LLC 26%1,965 9,654 Koshinski Asset Management, Inc. sold836 0
Teamwork Financial Advisors, LLC bought1,944 1,944 Atlanta Capital Group sold805 0
NinePointTwo Capital bought1,854 1,854 HBW Advisory Services LLC 22%773 2,799
LAKE STREET FINANCIAL LLC bought1,838 1,838 SVA Plumb Wealth Management, LLC 51%763 727
McNaughton Wealth Management, LLC 102%1,817 3,596 Engrave Wealth Partners LLC 5%744 13,074
NAPLES GLOBAL ADVISORS, LLC 19%1,805 11,475 Capital Analysts, Inc. sold743 0
WEALTHSOURCE PARTNERS, LLC bought1,765 1,765 Founders Financial Alliance, LLC 99%736 9
GeoWealth Management, LLC 148%1,669 2,793 HORIZON FINANCIAL SERVICES, LLC 2%731 33,814
Source Financial Advisors LLC bought1,668 1,668 CLS INVESTMENT FIRM, LLC 5%723 14,953
Northeast Financial Consultants Inc bought1,667 1,667 MATHER GROUP, INC. sold713 0
Arete Wealth Advisors, LLC bought1,654 1,654 Campbell Wealth Management sold708 0
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV bought1,650 1,650 FORTE CAPITAL LLC /ADV sold692 0
Massey, Quick & Co., LLC 1,361%1,619 1,738 Emerald Advisors, LLC 22%690 2,437
DOWLING & YAHNKE INC 7%1,611 25,648 Focused Wealth Management, Inc 3%678 19,375
Galvin, Gaustad & Stein, LLC bought1,566 1,566 Cascadia Advisory Services, LLC 6%677 9,747
McMahon Financial Advisors, LLC 4%1,537 35,752 Security National Bank 39%650 1,000
Madison Wealth Partners, Inc bought1,531 1,531 Miracle Mile Advisors, LLC 15%627 3,419
Banque Cantonale Vaudoise bought1,500 1,500 Ledyard National Bank 16%602 3,084
Charles Schwab Trust Co bought1,500 1,500 PROEQUITIES, INC. 7%597 7,392
Relyea Zuckerberg Hanson LLC bought1,484 1,484 Outlook Wealth Advisors, LLC 13%596 3,897
Laidlaw Wealth Management LLC 24%1,463 7,661 LPWM LLC 12%581 4,088
BESSEMER GROUP INC 52%1,451 4,251 LINCOLN NATIONAL CORP 11%546 4,441
Tennessee Valley Asset Management Partners bought1,432 1,432 Oliver Luxxe Assets LLC 4%533 12,024
XML Financial, LLC 18%1,407 9,071 Sandy Spring Bank sold532 0
Smith, Salley & Associates 17%1,389 9,687 CREDIT SUISSE/ 30%530 1,245
Greenhouse Wealth Management, LLC bought1,341 1,341 DFPG INVESTMENTS, INC. 28%521 1,319
REILLY FINANCIAL ADVISORS, LLC 194%1,300 1,969 FIRST FINANCIAL CORP /IN/ 3%513 16,597
Quantitative Advantage LLC 2%1,266 52,385 Dynamic Advisors Solutions LLC 13%507 3,365
Callan Capital, LLC 6%1,260 21,610 Meridian Wealth Advisors, LLC 56%505 389
High Note Wealth, LLC bought1,248 1,248 ASSOCIATED BANC-CORP 5%494 8,526
ORLEANS CAPITAL MANAGEMENT CORP/LA 18%1,240 8,275 FMR LLC 99%490 3
Private Advisor Group, LLC 3%1,217 45,189 Worth Venture Partners, LLC 38%484 806
TOWNSQUARE CAPITAL LLC bought1,203 1,203 Nachman Norwood & Parrott, Inc sold480 0
FinTrust Capital Advisors, LLC bought1,162 1,162 Moors & Cabot, Inc. 24%474 1,497
BAKER TILLY FINANCIAL, LLC bought1,145 1,145 JEPPSON WEALTH MANAGEMENT, LLC sold473 0
Fisher Asset Management, LLC(Kenneth L. Fisher) 51%1,131 3,347 CLAUDIA M.P. BATLLE, CRP (R) LLC 11%472 3,760
Vantage Financial Partners Ltd., Inc. bought1,130 1,130 Buckingham Asset Management, LLC 13%464 3,141
Belpointe Asset Management LLC bought1,127 1,127 Hanson McClain, Inc. 17%451 2,161
LOWE BROCKENBROUGH & CO INC 5%1,112 23,066 Robertson Stephens Wealth Management, LLC 30%450 1,045
NorthRock Partners, LLC 131%1,111 1,959 Lido Advisors, LLC 1%434 43,336
Psagot Investment House Ltd. bought1,080 1,080 Ramsay, Stattman, Vela & Price, Inc. 9%425 4,575
David J Yvars Group bought1,076 1,076 BENJAMIN F. EDWARDS & COMPANY, INC. 26%416 1,201
Homrich & Berg bought1,068 1,068 Summit X, LLC sold410 0
Perigon Wealth Management, LLC 63%1,057 2,723 ASPIRIANT, LLC 3%404 14,309
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 4%1,055 28,180 Neuberger Berman Group LLC 13%400 2,743
Cerro Pacific Wealth Advisors LLC bought1,043 1,043 Financial Insights, Inc. 18%398 1,849
Retirement Network 22%1,033 5,721 STEPHENS INC /AR/ 6%396 6,638
Spearhead Capital Advisors, LLC 45%1,031 3,336 Karp Capital Management Corp 2%396 16,968
CARY STREET PARTNER INVESTMENT ADVISORY LLC 191%1,015 1,546 KEYBANK NATIONAL ASSOCIATION/OH 8%395 4,577
GSA CAPITAL PARTNERS LLP bought1,003 1,003 SYM FINANCIAL CORPORATION 48%385 418
WESTWOOD HOLDINGS GROUP INC 53%1,000 2,871 TSFG, LLC 4%382 8,994
Mariner Wealth Advisors, LLC 6%985 17,401 ROCKLAND TRUST CO 13%376 2,556
InTrack Investment Management Inc bought984 984 We Are One Seven, LLC 18%375 1,744
Stratos Wealth Advisors, LLC 7%962 14,132 CENTRAL BANK & TRUST CO sold350 0
Total Wealth Planning, LLC bought944 944 Bragg Financial Advisors, Inc 8%344 3,968
Bluesphere Advisors, LLC bought925 925 Parsec Financial Management, Inc. 4%336 7,661
Interchange Capital Partners, LLC bought923 923 PFG Advisors 13%334 2,303
TruWealth Advisors, LLC bought911 911 J.W. COLE ADVISORS, INC. 4%331 7,513
IFS Advisors, LLC bought909 909 GREENLEAF TRUST 5%325 5,749
Colonial River Wealth Management, LLC bought899 899 Hartford Financial Management Inc. 3%319 12,273
Renasant Bank bought891 891 PUTNAM FL INVESTMENT MANAGEMENT CO 15%315 1,800
Latitude Advisors, LLC bought886 886 AdvicePeriod, LLC 23%312 1,033
BEACON INVESTMENT ADVISORY SERVICES, INC. bought884 884 Raab & Moskowitz Asset Management LLC 3%311 10,942
OPPENHEIMER & CO INC 6%865 14,637 HHM Wealth Advisors, LLC 93%309 24
Exchange Capital Management, Inc. 3%865 25,702 SeaCrest Wealth Management, LLC 10%305 2,814
DAL Investment CO 5%861 16,985 Keebeck Wealth Management, LLC 0%304 95,979
CENTAURUS FINANCIAL, INC. 44%854 2,777 CWM, LLC 15%300 1,658
Octavia Wealth Advisors, LLC bought851 851 Csenge Advisory Group 6%300 4,363
TrueWealth Advisors, LLC bought849 849 WETHERBY ASSET MANAGEMENT INC 12%300 2,125
Coastal Investment Advisors, Inc. 20%846 5,139 55I, LLC 1%290 31,450
NWAM LLC bought842 842 BNC WEALTH MANAGEMENT, LLC sold290 0
WEDBUSH MORGAN SECURITIES INC 39%835 3,003 Van Leeuwen & Company, LLC 32%288 622
ProVise Management Group, LLC bought835 835 Filbrandt Wealth Management, LLC sold277 0
Clarkston Capital Partners LLC 49%826 2,513 HPM Partners LLC 21%271 1,050
Hilltop Holdings Inc. 35%819 3,190 New England Investment & Retirement Group, Inc. 5%265 5,361
TWO SIGMA SECURITIES, LLC bought818 818 Camden Capital, LLC 4%261 6,222
Running Point Capital Advisors, LLC bought815 815 Simmons Bank 3%252 7,141
Bank of New York Mellon CORP 4%807 19,852 CT Mason 13%250 1,640
Trexquant Investment LP bought806 806 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 94%247 15
Edge Capital Group, LLC 11%805 7,927 Kovitz Investment Group Partners, LLC 4%241 6,003
Joel Isaacson & Co., LLC 55%802 2,269 McIlrath & Eck, LLC 90%234 25
IVC Wealth Advisors LLC bought802 802 Financial Advisory Service, Inc. 26%233 651
Amerivest Investment Management LLC 10%799 9,034 LEVEL FOUR ADVISORY SERVICES, LLC 12%228 1,671
Bank of Marin bought798 798 Valmark Advisers, Inc. 11%218 1,785
MITCHELL SINKLER & STARR/PA 40%797 2,800 BANK OF MONTREAL /CAN/ 1%205 27,790
Trust Co of Kansas bought788 788 TNB Financial 3%200 6,904
US BANCORP DE 5%786 17,802 Kovack Advisors, Inc. 5%199 3,710
MAIRS & POWER INC bought780 780 PITTENGER & ANDERSON INC 7%194 2,745
Capital Square, LLC bought775 775 Alexandria Capital, LLC 1%184 13,642
LifePlan Financial Group, Inc 1,460%774 827 Hochman Cole Investment Advisors, Inc. 15%183 1,075
MBE Wealth Management, LLC bought773 773 PEOPLES BANK NATIONAL ASSOCIATION 3%181 5,251
Chicago Partners Investment Group LLC 23%773 4,158 Affiance Financial, LLC 4%181 4,726
Ayalon Holdings Ltd. 16%773 5,668 Livingston Group Asset Management CO (operating as Southport Capital Management) 1%177 20,095
SILVERCREST ASSET MANAGEMENT GROUP LLC bought767 767 Bedel Financial Consulting, Inc. 17%170 804
CX Institutional 13%749 6,547 CULBERTSON A N & CO INC 1%170 16,672
Advisors Capital Management, LLC 13%749 6,327 Vigilant Capital Management, LLC sold168 0
Brendel Financial Advisors LLC 54%743 2,107 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 3%164 4,644
Brown Miller Wealth Management, LLC bought730 730 IHT Wealth Management, LLC 2%162 9,706
Executive Wealth Management, LLC bought726 726 JFS WEALTH ADVISORS, LLC 60%158 104
Financial Engines Advisors L.L.C. bought721 721 ARGI Investment Services, LLC 3%157 4,945
Patriot Financial Group Insurance Agency, LLC 198%713 1,073 Gladstone Institutional Advisory LLC 7%155 2,030
WADE G W & INC bought712 712 YorkBridge Wealth Partners, LLC 11%150 1,214
J. L. Bainbridge & Co., Inc. bought704 704 Veritable, L.P. 5%149 3,044
Spectrum Planning & Advisory Services Inc. bought694 694 Archer Investment Corp 21%146 551
Rockefeller Capital Management L.P. 0%682 139,209 Mosaic Family Wealth, LLC 12%138 1,015
Black Diamond Financial, LLC 86%681 1,474 Graves-Light Private Wealth Management, Inc. 7%138 1,727
FLAGSHIP HARBOR ADVISORS, LLC 10%676 7,437 UNIONBANCAL CORP 7%136 1,811
Miller Investment Management, LP 1%676 58,752 Hartland & Co., LLC 43%136 181
CORBYN INVESTMENT MANAGEMENT INC/MD bought672 672 Carnegie Capital Asset Management, LLC 4%133 2,992
ALTFEST L J & CO INC bought670 670 VIVID FINANCIAL MANAGEMENT, INC. 9%132 1,317
Baron Financial Group, LLC bought668 668 Capital Asset Advisory Services LLC 8%126 1,517
Mokosak Advisory Group, LLC 1%666 45,577 NEVILLE RODIE & SHAW INC 1%122 12,552
GOFEN & GLOSSBERG LLC /IL/ bought665 665 Aevitas Wealth Management, Inc. 2%118 5,171
SMITH CAPITAL MANAGEMENT INC /AR/ADV bought660 660 CONDOR CAPITAL MANAGEMENT 3%117 3,494
Laurel Wealth Advisors, Inc. 26%655 3,189 Advisory Services Network, LLC 0%110 24,541
Mayfair Advisory Group, LLC bought654 654 Traynor Capital Management, Inc. 10%109 1,023
MONETA GROUP INVESTMENT ADVISORS INC bought642 642 FIRST NATIONAL TRUST CO 3%108 3,641
Rikoon Group, LLC 13%637 5,592 Manchester Capital Management LLC 15%100 550
Frisch Financial Group, Inc. bought636 636 TIAA, FSB 3%100 3,442
HOWARD WEALTH MANAGEMENT, LLC bought633 633 GPM Growth Investors, Inc. 3%99 3,071
DAVIDSON D A & CO 4%623 15,643 Jackson, Grant Investment Advisers, Inc. 10%96 844
HIGHLAND CAPITAL MANAGEMENT CORP bought623 623 MADISON WEALTH MANAGEMENT 1%95 8,889
SPRENG CAPITAL MANAGEMENT, INC. bought622 622 Sugarloaf Wealth Management, LLC 14%94 560
Zhang Financial LLC 35%620 2,371 THOMPSON SIEGEL & WALMSLEY LLC 65%94 50
Wealthcare Advisory Partners LLC bought618 618 ETRADE Capital Management LLC 27%93 252
TriaGen Wealth Management LLC bought615 615 Clear Harbor Asset Management, LLC sold90 0
NOVARE CAPITAL MANAGEMENT LLC bought612 612 CFG Asset Management LLC sold89 0
Cable Hill Partners, LLC bought610 610 VisionPoint Advisory Group, LLC 8%85 983
JT Stratford LLC bought609 609 FINANCIAL COUNSELORS INC 2%85 4,379
VAN STRUM & TOWNE INC bought603 603 Baystate Wealth Management LLC 83%82 17
Stockman Asset Management bought601 601 MONECO Advisors, LLC 10%74 662
Soltis Investment Advisors LLC bought601 601 Gilbert & Cook, Inc. 11%74 619
Sullivan, Bruyette, Speros & Blaney, Inc. 26%601 2,874 ROMAN BUTLER FULLERTON & CO 9%74 781
Liberty Capital Management, Inc. bought600 600 SG Americas Securities, LLC 9%70 672
Financial Advisors, LLC bought600 600 TIEDEMANN WEALTH MANAGEMENT, LLC 1%69 11,795
Garrison Financial Corp bought599 599 Cornerstone Wealth Management, LLC 2%69 3,565
First Heartland Consultants, Inc. 15%598 4,551 AMI INVESTMENT MANAGEMENT INC 0%66 45,981
Tradition Wealth Management, LLC bought596 596 Capital Investment Advisors, LLC 10%65 594
Surevest Inc. bought589 589 PARSONS CAPITAL MANAGEMENT INC/RI 1%62 4,330
FINANCIAL LIFE ADVISORS bought583 583 Zions Bancorporation, N.A. sold60 0
Orion Portfolio Solutions, LLC 53%580 1,675 Maryland Capital Management, LLC 1%60 5,040
Berger Financial Group, Inc bought579 579 SCOTIA CAPITAL INC. 0%53 20,724
MCDONALD PARTNERS LLC bought567 567 STRATEGY ASSET MANAGERS LLC 4%52 1,376
TRUE Private Wealth Advisors 5%563 11,676 Biltmore Capital Advisors LLC sold52 0
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 0%556 197,655 ST GERMAIN D J CO INC 4%52 1,404
Perennial Investment Advisors, LLC 13%551 4,916 DEUTSCHE BANK AG 1%51 9,637
Feltz Wealth PLAN Inc. bought549 549 WESBANCO BANK INC 5%51 996
OPTIMUM INVESTMENT ADVISORS 7%542 7,849 Head & Associates, LLC 2%50 1,991
SYNOVUS FINANCIAL CORP 5%534 12,308 GYL FINANCIAL SYNERGIES, LLC 7%50 640
Capstone Triton Financial Group, LLC bought525 525 E&G Advisors, LP 0%50 11,800
Ten Capital Wealth Advisors, LLC bought522 522 HERITAGE INVESTORS MANAGEMENT CORP 7%50 637
HARBOR INVESTMENT ADVISORY, LLC 4,682%515 526 Callahan, Leighton & Co., LLC 8%50 600
First PREMIER Bank 4%510 13,808 Ellis Investment Partners, LLC 6%48 782
Accel Wealth Management bought506 506 Advisors Preferred, LLC sold47 0
Stonebridge Financial Planning Group, LLC 6%501 8,595 Lindbrook Capital, LLC 21%47 181
Stratos Wealth Partners, LTD. 4%497 13,885 Community Bank, N.A. 1%45 6,980
AMERITAS INVESTMENT CORP 20%493 3,006 HOWARD FINANCIAL SERVICES, LTD. 3%45 1,444
FCG ADVISORS, LLC 26%490 2,404 Hamilton Wealth, LLC 5%44 923
Retirement Group, LLC bought488 488 Integrated Wealth Concepts LLC 1%44 4,385
Shepherd Financial Partners LLC 46%476 1,521 TOMPKINS FINANCIAL CORP sold43 0
Cutter & CO Brokerage, Inc. 23%464 2,509 Beacon Pointe Advisors, LLC 2%43 2,065
Sunbelt Securities, Inc. 20%463 2,764 KWMG, LLC 0%42 22,143
ARKANSAS FINANCIAL GROUP, INC. 13%461 4,138 TRANSCEND WEALTH COLLECTIVE, LLC 4%42 1,139
TRUSTCORE FINANCIAL SERVICES, LLC 45,600%456 457 Fort Point Capital Partners, LLC 2%39 2,348
Good Life Advisors, LLC 9%454 5,535 FIRST MANHATTAN CO 8%36 423
Independence Bank of Kentucky 180%447 695 First National Bank of South Miami 5%33 622
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 17%425 2,961 MOTCO 12%30 213
FIFTH THIRD BANCORP 1%422 59,456 Modera Wealth Management, LLC 4%30 700
Winslow, Evans & Crocker, Inc. 83%421 927 Goelzer Investment Management, Inc. 2%29 1,500
Safeguard Investment Advisory Group, LLC bought417 417 Ausdal Financial Partners, Inc. 1%27 3,751
NORTHSTAR WEALTH PARTNERS LLC 16%405 2,905 Amussen Hunsaker & Associates LLC 3%26 827
Altus Wealth Group LLC bought404 404 WEBSTER BANK, N. A. 16%25 135
Sound View Wealth Advisors Group, LLC 3%402 15,920 Laurel Wealth Advisors LLC 3%25 970
Krilogy Financial LLC 14%400 3,327 Carolina Wealth Advisors, LLC 13%24 168
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10%394 4,195 FDx Advisors, Inc. 3%23 852
Paragon Wealth Strategies, LLC 44%389 1,282 Busey Trust CO 1%23 2,500
Bristlecone Advisors, LLC 3%363 11,705 NORTHWEST INVESTMENT COUNSELORS, LLC sold22 0
EPIQ Capital Group, LLC 34%362 1,442 FURE FINANCIAL CORP 2%22 1,095
Financial Advocates Investment Management 5%345 7,346 Samalin Investment Counsel, LLC 8%20 230
Steel Peak Wealth Management LLC 23%338 1,820 Valeo Financial Advisors, LLC 1%19 1,778
Sowell Financial Services LLC 5%326 6,397 FCA CORP /TX 0%17 30,541
Stelac Advisory Services LLC bought318 318 Private Wealth Advisors, LLC 1%17 3,323
GLENMEDE TRUST CO NA 2%308 17,989 TELEMUS CAPITAL, LLC 0%17 3,807
IFG Advisory, LLC 3%289 11,350 Wealth Alliance 2%17 903
HUNTINGTON NATIONAL BANK 11%289 2,821 River Wealth Advisors LLC 1%15 2,323
Johanson Financial Advisors, Inc. 15%288 2,158 American Institute for Advanced Investment Management, LLP 0%15 3,681
ATTICUS WEALTH MANAGEMENT, LLC 6%283 4,840 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 0%14 33,550
Baird Financial Group, Inc. 42%283 963 CVA Family Office, LLC 0%14 19,290
Charter Oak Capital Management, LLC bought279 279 Crestwood Advisors LLC 1%14 2,065
McClarren Financial Advisors, Inc. bought277 277 Ariel Capital Advisors, LLC 0%14 4,986
FORT PITT CAPITAL GROUP, LLC bought274 274 PACES FERRY WEALTH ADVISORS, LLC sold14 0
SEARCY FINANCIAL SERVICES INC /ADV 1%272 25,574 BROWN BROTHERS HARRIMAN & CO 8%11 127
Garde Capital, Inc. 26%268 1,297 Tower View Investment Management & Research LLC 0%11 3,660
PARK AVENUE SECURITIES LLC 7%263 3,971 CANANDAIGUA NATIONAL CORP 2%10 633
Merit Financial Group, LLC 9%262 3,269 Bogart Wealth, LLC 1%10 1,986
SCHNIEDERS CAPITAL MANAGEMENT LLC 38%260 937 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 9%10 107
Clearview Wealth Advisors LLC bought258 258 F3Logic, LLC sold8 0
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 3%258 9,232 GARRISON POINT ADVISORS, LLC 1%7 1,080
Wagner Wealth Management, LLC bought258 258 Wellspring Financial Advisors, LLC 0%7 2,352
Carmichael Hill & Associates, Inc. 2%257 12,216 FIRST HAWAIIAN BANK 1%7 1,382
Hillcrest Wealth Advisors - NY, LLC 6%255 4,530 BRIGHTON JONES LLC 1%6 908
CIBC World Markets Inc. 2%234 15,237 Sepio Capital, LLC 0%5 1,729
RBA Wealth Management, LLC 5%230 4,828 TRUST CO OF VERMONT 2%5 326
Praetorian Wealth Management, Inc. 11%228 2,308 Bernardo Wealth Planning LLC 0%4 2,563
Bangor Savings Bank 23%227 1,200 Global Retirement Partners, LLC 0%4 4,593
PATTEN & PATTEN INC/TN 4%225 5,610 CPCM, LLC 0%3 1,187
RWM Asset Management, LLC bought220 220 LIBERTY WEALTH MANAGEMENT LLC 0%2 4,883
SRS Capital Advisors, Inc. 457%215 262 FRANKLIN RESOURCES INC 0%2 2,891
Freedman Financial Associates, Inc. bought213 213 Altus Wealth Management, LLC 0%1 2,088
MISSION CREEK CAPITAL PARTNERS, INC 18%210 1,396 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1%1 143
PARAMETRIC PORTFOLIO ASSOCIATES 2%207 13,313 Edge Wealth Management LLC no change 135
Essex Financial Services, Inc. 15%203 1,563 MANCHESTER FINANCIAL INC no change 133
WOLFF WIESE MAGANA LLC bought203 203 WMS Partners, LLC no change 4,976
Plancorp, LLC 22%200 1,129 TCI Wealth Advisors, Inc. no change 232
Strategic Blueprint, LLC 7%199 3,176 Pacitti Group Inc. no change 225
PEOPLES FINANCIAL SERVICES CORP. bought198 198 Pinnacle Bank no change 245
Bell Rock Capital LLC 17%197 1,356 Coastal Capital Group, Inc. no change 249
Compass Financial Group, Inc. 1%186 19,333 Ironwood Wealth Management, llc no change 250
NVWM, LLC bought185 185 Cascade Investment Advisors, Inc. no change 220
McGuire Investment Group, LLC 18%184 1,214 PineBridge Investments Ltd no change 200
Vestmark Advisory Solutions, Inc. 9%180 2,122 Disciplined Investments, LLC no change 154
Key FInancial Inc 13%179 1,595 Pacifica Partners Inc. no change 156
INGALLS & SNYDER LLC 16%177 1,272 Summit Investment Advisors, Inc. no change 167
DAGCO, INC. 3%177 5,731 Larson Financial Group LLC no change 197
Evanson Asset Management, LLC 7%172 2,620 Johnson Financial Group, Inc. no change 150
Institute for Wealth Management, LLC. 6%170 2,991 Blume Capital Management, Inc. no change 40
QUANTLAB CAPITAL MANAGEMENT LTD 11%163 1,649 Professional Financial Advisors, LLC no change 20
HOLDERNESS INVESTMENTS CO 16%162 1,189 Fortis Advisors, LLC no change 19
BTR CAPITAL MANAGEMENT INC 2%160 10,689 DUNCKER STREETT & CO INC no change 17
Kistler-Tiffany Companies, LLC 6%150 2,851 Investors Research Corp no change 20
360 Financial, Inc. 11%144 1,398 BDO Wealth Advisors, LLC no change 20
Strategic Advisors LLC 7%144 2,320 Cordasco Financial Network no change 25
180 WEALTH ADVISORS, LLC 6%144 2,693 Sound Income Strategies, LLC no change 25
Hanson Investment Management 253%139 194 Prestige Wealth Management Group LLC no change 23
NORTH STAR ASSET MANAGEMENT INC 17%119 823 Rockbridge Investment Management, LCC no change 255
Madden Advisory Services, Inc. 0%117 31,531 Enterprise Trust & Investment Co no change 15
Greytown Advisors Inc. 1%117 9,310 ISLAY CAPITAL MANAGEMENT, LLC no change 5
Mutual Advisors, LLC 5%114 2,637 Rosenberg Matthew Hamilton no change 500
MOSELEY INVESTMENT MANAGEMENT INC 2%113 6,856 WEST BANCORPORATION INC no change 536
BOENNING & SCATTERGOOD, INC. 13%110 946 Efficient Wealth Management LLC no change 5
Tortoise Investment Management, LLC bought108 108 Riverview Trust Co no change 8
B, B, H, & B INC. bought107 107 Global Trust Asset Management, LLC no change 12
Jacobi Capital Management LLC 3%105 3,619 CONTRAVISORY INVESTMENT MANAGEMENT, INC. no change 11
EP Wealth Advisors, Inc. 2%102 5,626 AdvisorNet Financial, Inc no change 11
Private Ocean, LLC bought100 100 Sonora Investment Management, LLC no change 36
Private Portfolio Partners LLC 2%100 4,119 MACQUARIE GROUP LTD no change 12,342
Renaissance Technologies(Jim Simons) 7%100 1,600 WASHINGTON TRUST CO no change 90
Multi-Financial Securities Corp 1%99 6,909 Global Wealth Management Investment Advisory, Inc. no change 63
JNBA Financial Advisors 2%96 5,245 Sawyer & Company, Inc no change 58
Cornerstone Advisory, LLP 1%95 7,294 Brand Asset Management Group, Inc. no change 92
Oder Investment Management, LLC bought94 94 HBC Financial Services, PLLC no change 100
TCF National Bank 3%92 3,521 Parkside Financial Bank & Trust no change 109
North Star Investment Management Corp. 3%92 3,318 Pathway Financial Advisors LLC no change 5,800
Clean Yield Group bought90 90 CNB Bank no change 109
CWA Asset Management Group, LLC 3%88 3,401 Ellevest, Inc. no change 58
BANK HAPOALIM BM 7%87 1,345 Asset Dedication, LLC no change 55
CREATIVE FINANCIAL DESIGNS INC /ADV 2%85 5,505 Gradient Investments LLC no change 44
Addison Advisors LLC bought82 82 Roble, Belko & Company, Inc no change 42
Eudaimonia Partners, LLC 2%81 4,762 ATWOOD & PALMER INC no change 40
Concord Wealth Partners bought80 80 Zurich Insurance Group Ltd/FI no change 9,843
Orion Capital Management LLC bought76 76 Princeton Global Asset Management LLC no change 52
SALEM INVESTMENT COUNSELORS INC 25%76 376 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 54
Peak Financial Management, Inc. 8%75 1,034 Vectors Research Management, LLC no change 54
DAVENPORT & CO LLC 1%73 4,954 Cranbrook Wealth Management, LLC no change 110
Wolff Financial Management LLC 1%71 7,941 CHARTER RESEARCH & INVESTMENT GROUP, INC. no change 1,450
Alpha Cubed Investments, LLC 6%69 1,226 WATERS PARKERSON & CO INC no change 1,891
Investors Financial Group, LLC 1%68 7,818 MCDANIEL TERRY & CO no change 1,924
SCS Capital Management LLC 0%65 46,704 FIRST COMMONWEALTH FINANCIAL CORP /PA/ no change 1,840
MONTAG A & ASSOCIATES INC bought65 65 Brouwer & Janachowski, LLC no change 1,767
DIVIDEND GROWTH ADVISORS, LLC bought64 64 Choate Investment Advisors no change 1,666
Comprehensive Portfolio Management, LLC 7%59 943 Private Wealth Partners, LLC no change 1,723
Pinnacle Wealth Planning Services, Inc. bought56 56 HYMAN CHARLES D no change 1,998
PACIFIC SUN FINANCIAL CORP 2%55 3,181 DAVIS R M INC no change 2,000
UNITED CAPITAL FINANCIAL ADVISERS,INC. 0%54 29,357 OXFORD FINANCIAL GROUP LTD no change 2,159
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3%54 1,691 Ballentine, Finn & Company, Inc. no change 2,223
Prime Capital Investment Advisors, LLC 35%54 210 Keystone Financial Group no change 2,155
Carroll Financial Associates, Inc. 1%53 4,667 Biltmore Family Office, LLC no change 2,105
Heritage Wealth Advisors bought51 51 Lakeview Capital Partners, LLC no change 2,028
REGENTATLANTIC CAPITAL LLC 4%51 1,234 SEAWARD MANAGEMENT LIMITED PARTNERSHIP no change 2,102
Mengis Capital Management, Inc. 5%50 1,025 Stevard, LLC no change 1,539
Joseph P. Lucia & Associates, LLC bought50 50 PINNACLE ASSOCIATES LTD no change 1,537
PBMares Wealth Management LLC 4%50 1,344 Jackson Hole Capital Partners, LLC no change 1,165
Bay Harbor Wealth Management, LLC 2%49 2,542 Spears Abacus Advisors LLC no change 1,189
Inspire Advisors, LLC bought48 48 SMH CAPITAL INC. no change 1,155
Hoover Financial Advisors, Inc. 139%46 79 CHEMUNG CANAL TRUST CO no change 1,133
EXCHANGE TRADED CONCEPTS, LLC 3%44 1,555 Minot Wealth Management LLC no change 1,125
BP WEALTH MANAGEMENT, LLC 0%44 17,476 MARSHALL FINANCIAL GROUP INC /ADV no change 1,131
OHE FINANCIAL INC 2%44 2,215 FineMark National Bank & Trust no change 1,192
HOWE & RUSLING INC 16%40 290 MPS Loria Financial Planners, LLC no change 1,250
Allied Investment Advisors, LLC 2%39 2,500 FINANCIAL CONSULATE, INC no change 1,504
Western Wealth Management, LLC 0%38 22,070 Apexium Financial, LP no change 1,515
Doyle Wealth Management 1%38 3,813 CAPITAL INSIGHT PARTNERS, LLC no change 1,470
Arkadios Wealth Advisors 7%35 556 BRYN MAWR TRUST CO/PA no change 1,413
Advisory Resource Group 4%31 783 PICTET BANK & TRUST Ltd no change 1,400
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4%31 900 COURIER CAPITAL CORP no change 1,400
BANQUE PICTET & CIE SA 4%30 863 Regent Peak Wealth Advisors LLC no change 2,235
Crescent Capital Consulting, LLC bought30 30 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 2,263
OLD NATIONAL BANCORP /IN/ 0%30 7,100 ARTHUR M. COHEN & ASSOCIATES, LLC no change 8,600
WFA of San Diego, LLC bought30 30 HAVERFORD TRUST CO no change 10,655
Sequoia Financial Advisors, LLC 2%28 1,743 Waldron, LP no change 8,428
EVERGREEN CAPITAL MANAGEMENT LLC 0%28 18,509 Douglass Winthrop Advisors, LLC no change 7,400
LexAurum Advisors, LLC 2%25 1,474 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC no change 5,631
Peachtree Investment Partners, LLC 1%24 1,649 Newport Wealth Strategies, Inc. no change 6,497
Merrion Investment Management Co, LLC bought23 23 Independent Order of Foresters no change 12,342
McCarthy Asset Management, Inc. bought23 23 Taikang Asset Management (Hong Kong) Co Ltd no change 14,697
Glassman Wealth Services 0%21 11,024 Curtis Advisory Group, LLC no change 69,130
Trinity Legacy Partners LLC 0%21 4,418 STIFEL FINANCIAL CORP no change 327
SIGNATUREFD, LLC 2%20 1,318 BBR PARTNERS, LLC no change 29,133
Atlas Private Wealth Advisors 2%18 844 WELCH CAPITAL PARTNERS LLC/NY no change 28,782
Jackson Wealth Management, LLC 0%18 9,159 Proficio Capital Partners LLC no change 20,286
SONATA CAPITAL GROUP INC 1%15 1,719 RMB Capital Management, LLC no change 27,051
JAMES INVESTMENT RESEARCH INC bought15 15 Aureus Asset Management, LLC no change 5,550
Asset Management Group, Inc. 0%14 7,063 WHITTIER TRUST CO no change 5,400
Blue Fin Capital, Inc. 1%13 965 CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 3,127
D'Orazio & Associates, Inc. 1%12 2,370 Meristem, LLP no change 3,283
Providence Capital Advisors, LLC bought12 12 Claraphi Advisory Network, LLC no change 2,785
Phoenix Wealth Advisors bought11 11 EVOKE WEALTH, LLC no change 2,663
WealthBridge Capital Management, LLC 2%11 656 CRA Financial Services, LLC no change 2,415
HALLMARK CAPITAL MANAGEMENT INC 0%9 5,995 Boltwood Capital Management no change 2,600
Ancora Advisors, LLC 0%9 5,122 CULLEN FROST BANKERS INC no change 3,354
New England Private Wealth Advisors LLC 0%7 4,102 Williams Jones Wealth Management, LLC. no change 3,474
PDS Planning, Inc 0%5 1,034 Gryphon Financial Partners LLC no change 4,000
Hudock Moyer Wealth Resources, LLC 0%4 1,753 BRADLEY FOSTER & SARGENT INC/CT no change 5,008
Affinity Capital Advisors, LLC 0%3 658 Bremer Bank National Association no change 3,855
Secure Asset Management, LLC 0%3 2,128 PAPP L ROY & ASSOCIATES no change 3,835
First Personal Financial Services bought3 3 LAZARD ASSET MANAGEMENT LLC no change 3,600
SHINE INVESTMENT ADVISORY SERVICES INC 0%2 543 People's United Financial, Inc. no change 1,123
Townsend & Associates, Inc 0%2 705 CLARET ASSET MANAGEMENT Corp no change 1,088
Warren Averett Asset Management, LLC 0%1 686 Diversified Portfolios, Inc. no change 700
Vista Private Wealth Partners. LLC 0%1 689 CHICAGO TRUST Co NA no change 701
Hexagon Capital Partners LLC 0%1 602 Cardan Capital Partners, LLC no change 696
Beacon Financial Advisory LLC 0%1 1,913 Heritage Trust Co no change 670
Stony Point Wealth Management Inc. 0%1 896 HOWLAND CAPITAL MANAGEMENT INC no change 661
Iron Financial, LLC 0%1 897 Apella Capital, LLC no change 664
PHYSICIANS FINANCIAL SERVICES, INC. 0%1 1,135 RSM US WEALTH MANAGEMENT LLC no change 711
Verdence Capital Advisors LLC 0%1 1,085 NICOLET ADVISORY SERVICES, LLC no change 719
Emery Howard Portfolio Management, Inc. 0%1 880 Lesa Sroufe & Co no change 782
CAROLINAS WEALTH CONSULTING LLC 0%1 871 VERITY Wealth Advisors no change 790
ZACKS INVESTMENT MANAGEMENT 0%1 785 SNS Financial Group, LLC no change 773
BERRY GROUP, LLC 0%1 3,889 BURROUGHS HUTCHINSON no change 750
Riverpoint Wealth Management Holdings, LLC 0%1 1,964 AMG National Trust Bank no change 734
Goodwin Investment Advisory bought1 1 BALASA DINVERNO & FOLTZ LLC no change 746
Legacy Advisors, LLC 0%1 738 Lehman & Derafelo Financial Resources LLC no change 660
Fragasso Group Inc. no change 649
Sageworth Trust Co no change 350
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 355
Gemmer Asset Management LLC no change 316
VESTOR CAPITAL CORP no change 300
CBIZ Investment Advisory Services, LLC no change 268
Planned Solutions, Inc. no change 273
SVB Wealth Advisory, Inc. no change 363
Meridian Wealth Partners, LLC no change 390
ROPES WEALTH ADVISORS LLC no change 620
Private Capital Group, LLC no change 649
Armor Investment Advisors, LLC no change 575
KINGS POINT CAPITAL MANAGEMENT no change 531
LeJeune Puetz Investment Counsel LLC no change 420
Moser Wealth Advisors, LLC no change 518
NICOLET BANKSHARES INC no change 794
ZEKE CAPITAL ADVISORS, LLC no change 800
COLONY GROUP LLC no change 952
Coconut Grove Bank no change 955
McCollum Christoferson Group LLC no change 918
Mattern Wealth Management LLC no change 915
STATE BANK & TRUST no change 900
BSC PRIVATE WEALTH MANAGEMENT, LLC no change 914
Poehling Capital Management, LLC no change 1,000
Gilman Hill Asset Management, LLC no change 1,000
ALBION FINANCIAL GROUP /UT no change 1,063
NORTHERN OAK CAPITAL MANAGEMENT INC no change 1,068
DF DENT & CO INC no change 1,058
Ahrens Investment Partners LLC no change 1,057
Front Row Advisors LLC no change 1,001
Pinnacle Wealth Management Advisory Group, LLC no change 1,030
HOLLENCREST SECURITIES LLC no change 890
EATON VANCE MANAGEMENT no change 890
Van Cleef Asset Management,Inc no change 825
Altavista Wealth Management, Inc. no change 830
Intersect Capital LLC no change 818
PRW Wealth Management LLC no change 813
TOCQUEVILLE ASSET MANAGEMENT LP no change 802
Sicart Associates LLC no change 811
Towercrest Capital Management no change 840
Pineno Levin & Ford Asset Management, Inc. no change 850
Soundwatch Capital LLC no change 878
Acropolis Investment Management, LLC no change 883
BALLAST ADVISORS LLC no change 866
Capital Bank & Trust Co no change 862
Financial Architects, Inc no change 860
Pacific Center for Financial Services no change 257
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