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STOCK TICKER:
VANGUARD MID-CAP VAL   (ticker: VOE)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 40
0 100 40
Current Holdings: 48,198,089
Previous Holdings: 51,350,295
Change: 6.14%
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)
JONES FINANCIAL COMPANIES LLLP 17%319,680 2,240,064 Johanson Financial Advisors, Inc. 99%5,748,834 46,609
Krilogy Financial LLC 7,300%225,556 228,646 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 100%616,280 272
US BANCORP DE bought149,604 149,604 CABANA LLC sold295,645 0
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 17%148,874 1,023,394 Betterment LLC 4%279,940 7,699,724
Amerivest Investment Management LLC 5%138,400 2,784,957 Foundations Investment Advisors, LLC 95%246,818 13,542
Evensky & Katz, Inc. 839%119,421 133,662 Creative Planning sold173,885 0
COLONY GROUP LLC 302%119,341 158,840 Raymond James Financial Services Advisors, Inc. sold127,485 0
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 20%115,889 708,098 MERCER GLOBAL ADVISORS INC /ADV 97%114,417 3,451
Lutz Financial Services LLC 371%102,528 130,174 Adviser Investments LLC 95%112,820 6,125
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 4,073%98,474 100,892 BLAIR WILLIAM & CO/IL 41%95,324 138,754
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21%89,449 506,755 QUEST CAPITAL MANAGEMENT INC /ADV sold91,729 0
Warren Averett Asset Management, LLC 15%80,278 627,477 COMMONWEALTH EQUITY SERVICES, LLC. 19%76,707 336,037
Money Design Co.,Ltd. 25%75,237 373,353 Spearhead Capital Advisors, LLC 63%60,935 35,465
MASSMUTUAL TRUST CO FSB/ADV bought60,320 60,320 SPC Financial, Inc. sold48,700 0
Hanson McClain, Inc. 10,053%60,217 60,816 Morningstar Investment Services, Inc. 11%42,925 351,639
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 33%51,340 206,812 Relaxing Retirement Coach 41%40,191 57,412
Southern Wealth Management, LLP bought49,482 49,482 AdvicePeriod, LLC 24%39,169 124,003
STEPHENS GROUP ASSET MANAGEMENT, LLC 7%48,386 784,554 TOCQUEVILLE ASSET MANAGEMENT LP sold36,911 0
Susquehanna International Group, LLP 312%44,699 59,037 Tillar-Wenstrup Advisors, LLC sold34,173 0
ALESCO ADVISORS LLC 292%34,387 46,168 Cornerstone Advisory, LLP sold30,475 0
Total Wealth Planning, LLC 71%33,417 80,335 CAPROCK Group, Inc. sold30,378 0
LINCOLN NATIONAL CORP 13%32,416 280,692 HPM Partners LLC sold30,101 0
PEAPACK GLADSTONE FINANCIAL CORP bought30,860 30,860 HAMEL ASSOCIATES, INC. 86%29,992 4,755
JANE STREET GROUP, LLC bought28,846 28,846 PARK AVENUE SECURITIES LLC sold29,533 0
Financial Engines Advisors L.L.C. bought23,968 23,968 Manchester Capital Management LLC 39%26,795 42,232
CREDIT SUISSE/ 1,121%19,642 21,394 Lubar & Co., Inc sold26,360 0
Edmonds Duncan Registered Investment Advisors, LLC bought19,032 19,032 LPL Financial CORP 5%25,886 524,017
Maltin Wealth Management, Inc. 14,428%17,746 17,869 ENVESTNET ASSET MANAGEMENT INC 1%25,721 1,765,334
HYA Advisors, Inc bought16,740 16,740 AE Wealth Management LLC 38%21,991 35,520
Symmetry Partner, LLC 13%15,456 131,553 MorganRosel Wealth Management, LLC sold18,893 0
FDx Advisors, Inc. 224%14,876 21,511 KAYS FINANCIAL ADVISORY CORP /ADV 68%17,934 8,258
SHAKESPEARE WEALTH MANAGEMENT, INC. 20%14,629 89,445 Pure Financial Advisors, Inc. 24%17,287 54,858
BENJAMIN F. EDWARDS & COMPANY, INC. 25%14,534 71,593 Janney Montgomery Scott LLC 35%15,621 29,227
Wellspring Financial Advisors, LLC bought13,793 13,793 THRIVENT FINANCIAL FOR LUTHERANS sold15,414 0
RAYMOND JAMES & ASSOCIATES 9%12,799 162,565 Well Done, LLC 33%15,229 31,612
Yale Capital CORP 29%12,272 54,410 UNIONBANCAL CORP 30%14,882 35,514
CAPITAL ONE FINANCIAL CORP bought11,728 11,728 Homrich & Berg 83%14,291 2,866
Private Capital Group, LLC 8%11,082 152,648 PLANNING DIRECTIONS INC sold14,061 0
National Asset Management, Inc. 649%10,988 12,680 EP Wealth Advisors, Inc. 23%13,441 44,258
Financial Advocates Investment Management 129%10,806 19,180 ARGI Investment Services, LLC sold13,207 0
BHK Investment Advisors, LLC 9%10,371 127,174 SAGE FINANCIAL GROUP INC 10%12,766 110,247
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 40%10,006 34,954 FIFTH THIRD BANCORP 14%12,699 75,768
MONETA GROUP INVESTMENT ADVISORS INC 14%9,920 82,359 Ironsides Asset Advisors, LLC 45%12,185 14,801
Wealth Alliance bought9,735 9,735 SNS Financial Group, LLC 13%12,113 78,044
SVA Plumb Wealth Management, LLC 10%8,790 96,113 LITTLE HOUSE CAPITAL LLC sold11,032 0
Quaker Wealth Management, LLC 72%8,740 20,851 Angeles Investment Advisors, LLC sold10,895 0
Private Advisor Group, LLC 5%8,266 166,915 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 60%10,541 7,053
SYNOVUS FINANCIAL CORP 452%8,115 9,911 Merriman Wealth Management, LLC sold10,466 0
WELLS FARGO & CO/MN 1%7,629 1,449,719 King Wealth Management Group, LLC sold9,583 0
RAYMOND JAMES TRUST CO 278%7,468 10,155 OPTIMUM INVESTMENT ADVISORS 100%9,503 21
55I, LLC bought7,453 7,453 Renaissance Technologies(Jim Simons) sold9,400 0
NEXT Financial Group, Inc 14%6,894 54,846 ALPS ADVISERS INC sold9,099 0
Paracle Advisors, LLC bought6,637 6,637 Legacy Wealth Planning, LLC 92%8,741 778
Houlihan Financial Resource Group, Ltd. 50%6,117 18,256 JNBA Financial Advisors 18%8,671 40,426
Milestone Group, Inc. bought5,997 5,997 Independent Advisor Alliance sold8,343 0
Asset Management Group, Inc. 8%5,967 76,947 Truepoint, Inc. sold8,335 0
Mariner Wealth Advisors, LLC 15%5,901 45,638 UBS Group AG 1%8,265 1,228,293
PNC FINANCIAL SERVICES GROUP INC 1%5,860 937,601 Rockefeller Capital Management L.P. 45%8,243 9,891
RSM US WEALTH MANAGEMENT LLC bought5,743 5,743 MML INVESTORS SERVICES, LLC 3%8,048 244,382
ANCHOR CAPITAL ADVISORS INC bought5,736 5,736 FORTE CAPITAL LLC /ADV 5%7,903 167,437
9258 Wealth Management, LLC bought5,671 5,671 Black Diamond Financial, LLC 25%7,900 24,322
Wolff Financial Management LLC 14%5,479 44,194 CARY STREET PARTNER INVESTMENT ADVISORY LLC sold7,610 0
DAVENPORT & CO LLC 12%5,000 46,576 Covenant Multifamily Offices, LLC sold7,573 0
LPWM LLC bought4,991 4,991 FINANCIAL LIFE ADVISORS sold7,355 0
Mosaic Family Wealth, LLC 25%4,945 24,838 NICOLET BANKSHARES INC sold7,046 0
HARBOR INVESTMENT ADVISORY, LLC 31%4,862 20,352 WoodTrust Financial Corp 8%7,041 77,169
McNamara Financial Services, Inc. bought4,688 4,688 American Institute for Advanced Investment Management, LLP 33%6,707 13,622
Chicago Partners Investment Group LLC 10%4,640 50,966 Kingsview Wealth Management, LLC sold6,681 0
FIRST UNITED BANK TRUST/ 31%4,513 19,150 J P MORGAN CHASE & CO 4%6,604 162,640
Compton Wealth Advisory Group, LLC bought4,402 4,402 ANDERSON FISHER LLC sold6,512 0
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought4,318 4,318 J.W. COLE ADVISORS, INC. sold6,189 0
Professional Financial Advisors, LLC 130%4,312 7,631 Patriot Investment Management Inc. 47%5,989 6,888
Partnervest Advisory Services LLC bought4,288 4,288 FormulaFolio Investments, LLC 49%5,548 5,676
CX Institutional 17%4,215 29,039 MYCIO WEALTH PARTNERS, LLC sold5,331 0
Harborview Advisors, LLC 172%4,000 6,329 Regal Investment Advisors, LLC 18%4,691 21,875
CAPTRUST FINANCIAL ADVISORS bought3,999 3,999 WEALTHSOURCE PARTNERS, LLC sold4,310 0
DERBY & COMPANY, INC 5%3,911 86,723 Argent Trust Co 25%4,227 12,522
Summit Financial, LLC 1%3,688 293,706 Freestone Capital Holdings, LLC sold4,132 0
Marotta Asset Management 2%3,619 150,419 Kendall Capital Management sold4,054 0
CITIZENS FINANCIAL GROUP INC/RI bought3,610 3,610 PINNACLE FINANCIAL PARTNERS INC sold3,972 0
Magnus Financial Group LLC 7%3,512 56,428 PITTENGER & ANDERSON INC 10%3,952 36,648
OLD NATIONAL BANCORP /IN/ 7%3,493 52,611 NORTHWEST WEALTH MANAGEMENT, LLC 33%3,853 7,705
Integer Wealth Advisors Group LLC bought3,408 3,408 Buckingham Asset Management, LLC 39%3,792 6,001
Key FInancial Inc bought3,050 3,050 WRAPMANAGER INC 32%3,676 7,704
Sontag Advisory, LLC bought2,856 2,856 PFG Advisors 28%3,671 9,508
MISSION WEALTH MANAGEMENT, LLC bought2,815 2,815 Global Financial Private Capital, LLC 6%3,549 51,733
M&T BANK CORP bought2,771 2,771 BKD Wealth Advisors, LLC sold3,540 0
Veritable, L.P. 102%2,767 5,467 Pacitti Group Inc. 81%3,391 821
Checchi Capital Advisers, LLC 44%2,685 8,776 Ledyard National Bank 4%3,365 78,483
FIRST NATIONAL TRUST CO bought2,617 2,617 FIRST AMERICAN TRUST CO 5%3,247 59,247
Capital Advantage, Inc. 2%2,606 125,665 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 33%3,049 6,312
SkyOak Wealt, LLC bought2,606 2,606 SeaCrest Wealth Management, LLC 43%3,034 3,950
Private Wealth Advisors, LLC 47%2,580 8,027 FLC Capital Advisors sold2,974 0
Biltmore Capital Advisors LLC 4%2,486 66,502 BANK OF HAWAII 14%2,973 17,708
COMMERCE BANK N A/MO 6%2,402 45,719 BRIDGES INVESTMENT MANAGEMENT INC sold2,851 0
DOWLING & YAHNKE INC 141%2,402 4,101 Coconut Grove Bank 20%2,848 11,456
AdvisorNet Financial, Inc 14%2,367 19,346 Crescent Grove Advisors, LLC sold2,637 0
WALLER FINANCIAL PLANNING GROUP, INC 34%2,350 9,356 FC Advisory LLC sold2,599 0
Burleson & Company, LLC 7%2,199 35,124 IFP Advisors, Inc 36%2,554 4,535
FINANCIAL COUNSELORS INC 15%2,137 16,637 Johnson Financial Group, Inc. 8%2,544 30,181
DAVIDSON D A & CO 6%2,079 36,683 JRM Investment Counsel, LLC sold2,533 0
Bridgeworth, LLC 18%1,997 13,299 Paradigm Financial Partners, LLC 50%2,500 2,458
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 8%1,941 25,820 HIGHLAND CAPITAL MANAGEMENT CORP 3%2,478 69,200
LEAVELL INVESTMENT MANAGEMENT, INC. 3%1,873 62,223 Essex Savings Bank 40%2,463 3,661
Ellevest, Inc. 46%1,869 5,943 Western Wealth Management, LLC sold2,443 0
Certified Advisory Corp 37%1,814 6,751 Taylor Hoffman Wealth Management sold2,443 0
Opes Wealth Management LLC 20%1,697 10,101 Foresight Wealth Management, LLC sold2,441 0
Strategic Financial Group, LLC 21%1,681 9,693 Nikulski Financial, Inc. sold2,433 0
180 WEALTH ADVISORS, LLC 32%1,671 6,890 First Heartland Consultants, Inc. sold2,383 0
MidWestOne Financial Group, Inc. 29%1,649 7,341 Biltmore Family Office, LLC 18%2,352 10,530
ERn Financial, LLC 46%1,606 5,106 Pathstone Family Office, LLC sold2,303 0
BDO Wealth Advisors, LLC 8%1,606 22,307 TrinityPoint Wealth, LLC sold2,286 0
CAPITAL WEALTH MANAGEMENT, LLC 21%1,521 8,901 Verdence Capital Advisors LLC sold2,263 0
Meridian Wealth Management, LLC 81%1,516 3,393 F3Logic, LLC sold2,240 0
Goss Wealth Management LLC 9%1,432 17,369 NORTHSTAR ASSET MANAGEMENT LLC 14%2,214 13,537
ASSOCIATED BANC-CORP 11%1,309 12,700 Winthrop Advisory Group LLC sold2,211 0
Perigon Wealth Management, LLC 49%1,306 3,968 Moors & Cabot, Inc. sold2,211 0
BANK OF MONTREAL /CAN/ 9%1,251 15,904 Capital Investment Advisory Services, LLC 92%2,174 189
Ancora Advisors, LLC bought1,124 1,124 MOGY JOEL R INVESTMENT COUNSEL INC sold2,160 0
Valeo Financial Advisors, LLC 65%1,111 2,826 Buckley Wealth Management, LLC sold2,071 0
Kovack Advisors, Inc. 21%1,045 6,040 TIEMANN INVESTMENT ADVISORS, LLC 21%2,057 7,936
Capital Bank & Trust Co bought1,017 1,017 UMB BANK N A/MO 4%2,027 54,947
Strategic Investment Advisors / MI 21%1,013 5,883 Global Strategic Investment Solutions, LLC sold2,023 0
Hartland & Co., LLC bought985 985 SOL Capital Management CO 5%2,010 35,945
GIRARD PARTNERS LTD. 3%979 35,826 Brown Advisory Securities, LLC sold2,000 0
TCI Wealth Advisors, Inc. 78%954 2,183 Strategic Advisors LLC sold1,975 0
Lido Advisors, LLC 46%944 3,007 LEVEL FOUR ADVISORY SERVICES, LLC sold1,953 0
Clear Harbor Asset Management, LLC 13%905 8,037 Bank of New York Mellon CORP 4%1,952 52,696
STALEY CAPITAL ADVISERS INC 8%900 12,339 Benchmark Wealth Management, LLC sold1,946 0
Oliver Luxxe Assets LLC 15%877 6,800 Livingston Group Asset Management CO (operating as Southport Capital Management) sold1,938 0
KWMG, LLC 1%871 99,468 YorkBridge Wealth Partners, LLC sold1,912 0
Financial Network 4%857 20,416 Financial Advisory Service, Inc. 5%1,903 38,010
White Lighthouse Investment Management Inc. 3%831 29,520 Koshinski Asset Management, Inc. sold1,881 0
Golden State Wealth Management, LLC bought827 827 Evanson Asset Management, LLC sold1,855 0
Nadler Financial Group, Inc. 48%820 2,512 We Are One Seven, LLC sold1,854 0
Dougherty Wealth Advisers LLC 4%816 21,050 Newman Dignan & Sheerar, Inc. sold1,839 0
WMS Partners, LLC 18%799 5,301 BERKSHIRE ASSET MANAGEMENT INC/PA sold1,809 0
PACIFIC SUN FINANCIAL CORP 8%775 10,100 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC sold1,807 0
Baird Financial Group, Inc. bought770 770 Baker Ellis Asset Management LLC 37%1,780 3,005
WAYNE HUMMER INVESTMENTS L.L.C. 41%760 2,615 WETHERBY ASSET MANAGEMENT INC sold1,769 0
Disciplined Investments, LLC bought710 710 Good Life Advisors, LLC sold1,749 0
THOROUGHBRED FINANCIAL SERVICES, LLC 35%703 2,711 Acorn Wealth Advisors, LLC sold1,738 0
Wells Trecaso Financial Group, LLC 8%695 9,548 Sigma Planning Corp 6%1,735 27,969
Personal Capital Advisors Corp 35%690 2,668 Ausdal Financial Partners, Inc. sold1,731 0
Bank Julius Baer & Co. Ltd, Zurich bought651 651 BLB&B Advisors, LLC sold1,725 0
Capital Square, LLC 13%619 5,385 TFG Advisers LLC sold1,586 0
Foster Victor Wealth Advisors, LLC 8%618 8,537 Sowell Financial Services LLC 87%1,573 245
Parkside Financial Bank & Trust 951%599 662 MONECO Advisors, LLC 16%1,522 8,035
Alpha Omega Wealth Management LLC 5%596 12,313 LWS Wealth Advisors, Inc. sold1,405 0
Global Retirement Partners, LLC 41%578 1,981 Vigilant Capital Management, LLC sold1,355 0
H D Vest Advisory Services 13%551 4,757 Lake Point Wealth Management sold1,280 0
Glenview Trust Co 6%526 8,734 Engrave Wealth Partners LLC sold1,255 0
NORTHERN OAK CAPITAL MANAGEMENT INC bought523 523 SignalPoint Asset Management, LLC 28%1,233 3,167
Ford Financial Group, Inc. 14%483 3,980 Nachman Norwood & Parrott, Inc 4%1,222 26,879
AIMZ Investment Advisors, LLC 4%466 13,577 Allred Capital Management, LLC 51%1,214 1,182
Arden Trust Co bought440 440 WHITTIER TRUST CO 9%1,198 11,590
Csenge Advisory Group 17%421 2,888 JOHNSON INVESTMENT COUNSEL INC 18%1,196 5,565
Winslow, Evans & Crocker, Inc. 30%398 1,730 VERUS CAPITAL PARTNERS, LLC 17%1,166 5,671
Provident Wealth Management, LLC 3%392 13,338 First Allied Advisory Services, Inc. 5%1,129 20,822
BRONFMAN E.L. ROTHSCHILD, L.P. 15%369 2,856 Plancorp, LLC 26%1,129 3,185
BOENNING & SCATTERGOOD, INC. 13%369 3,152 McKinley Carter Wealth Services, Inc. sold1,082 0
TRUST CO OF VERMONT 172%356 563 Stokes Family Office, LLC 6%1,021 16,808
Wealthcare Advisory Partners LLC 48%339 1,052 FARMERS & MERCHANTS INVESTMENTS INC 50%985 983
THOMPSON SIEGEL & WALMSLEY LLC 1,519%319 340 PRUDENTIAL CORP PLC 20%900 3,540
HC FINANCIAL ADVISORS INC bought317 317 Krasney Financial LLC 3%879 24,941
Ifrah Financial Services, Inc. 1%307 30,246 CAMG Solamere Management, LLC 8%852 10,155
Klingman & Associates, LLC 14%304 2,537 PROEQUITIES, INC. 34%840 1,600
Portfolio Solutions 4%304 7,644 NICOLET ADVISORY SERVICES, LLC 22%839 3,009
Paradigm Financial Advisors, LLC 5%289 5,577 Interactive Financial Advisors sold827 0
Calamos Wealth Management LLC 7%280 4,060 Joseph P. Lucia & Associates, LLC 13%826 5,745
Arkadios Wealth Advisors bought262 262 Pinnacle Bank sold790 0
Millburn Ridgefield Corp 1%248 28,055 Massey, Quick & Co., LLC 8%781 8,604
MOTCO bought247 247 Steward Partners Investment Advisory, LLC 8%751 8,741
SIMPLEX TRADING, LLC bought246 246 Financial Architects, Inc 8%736 8,018
CULBERTSON A N & CO INC 2%239 9,929 IHT Wealth Management, LLC 5%721 13,780
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10%235 2,707 North Star Investment Management Corp. 43%710 941
Integrated Wealth Concepts LLC 7%223 3,571 Wambolt & Associates, LLC 20%699 2,730
BENJAMIN EDWARDS INC 171%222 352 BBVA USA BANCSHARES INC sold699 0
FIRST MANHATTAN CO 9%210 2,524 Chevy Chase Trust Holdings, Inc. sold698 0
IFG Advisory, LLC 6%210 3,599 Emerald Investment Partners, LLC 3%688 19,226
WASHINGTON TRUST CO bought209 209 Baystate Wealth Management LLC 42%667 918
CWM, LLC 14%204 1,674 Coastal Capital Group, Inc. 42%667 925
OBERMEYER ASSET MANAGEMENT CO 7%200 3,200 Windsor Group LTD 10%647 5,818
Cutler Group LP bought200 200 Stratos Wealth Partners, LTD. 7%635 8,167
Paragon Capital Management LLC bought195 195 Northeast Financial Consultants Inc 4%633 16,591
BRIGHTON JONES LLC 3%192 7,383 Center for Financial Planning, Inc. 15%632 3,637
MV Capital Management, Inc. bought186 186 Redhawk Wealth Advisors, Inc. 2%616 35,427
Berkshire Money Management, Inc. bought185 185 HighTower Advisors, LLC 3%598 17,897
TRUSTCORE FINANCIAL SERVICES, LLC 13%180 1,559 SHINE INVESTMENT ADVISORY SERVICES INC 91%594 57
CITIGROUP INC 1%175 16,210 Multi-Financial Securities Corp 5%579 10,921
TCF National Bank 7%175 2,608 Selective Wealth Management sold576 0
Atlas Brown,Inc. 1%170 17,734 DONALDSON CAPITAL MANAGEMENT, LLC 8%522 5,965
TPG Financial Advisors, LLC 2%159 6,568 Archer Investment Corp 91%513 50
Harwood Advisory Group, LLC bought154 154 Petix & Botte Co 5%510 10,284
Asset Planning Services, Ltd. 1%108 20,992 HAVERFORD TRUST CO 16%499 2,594
Horizon Investment Services, LLC 4%105 2,788 FLAGSHIP HARBOR ADVISORS, LLC 4%457 11,897
Cetera Investment Advisers 0%104 20,954 WHITTIER TRUST CO OF NEVADA INC 6%455 7,675
TIAA, FSB 7%94 1,368 ROOF EIDAM & MAYCOCK/ADV 1%425 72,005
GAMBLE JONES INVESTMENT COUNSEL 2%86 3,597 SMITHFIELD TRUST CO 4%396 10,854
MBE Wealth Management, LLC bought82 82 Sterling Investment Advisors, Ltd. sold388 0
Stratos Wealth Advisors, LLC bought80 80 DEUTSCHE BANK AG 11%370 2,900
Capital Advisory Group Advisory Services, LLC bought80 80 Burns Wealth Management, Inc. 1%330 59,685
ETRADE Capital Management LLC 11%78 794 Cox Capital Co LLC sold330 0
Capital Advisors, Ltd. LLC 1%67 7,075 TD Capital Management LLC sold326 0
Horan Securities, Inc. bought45 45 Anfield Capital Management, LLC sold288 0
Cedar Brook Financial Partners, LLC 0%43 13,207 AMERITAS INVESTMENT CORP 2%286 14,536
PrairieView Partners, LLC bought40 40 Carolina Wealth Advisors, LLC 58%279 201
GRIMES & COMPANY, INC. 0%40 10,695 Jacobi Capital Management LLC 33%264 537
CAROLINAS WEALTH CONSULTING LLC bought35 35 REGIONS FINANCIAL CORP 7%256 3,388
Plante Moran Financial Advisors Ltd Partnership 4%33 840 Bigelow Investment Advisors, LLC 7%220 2,776
WP Advisors, LLC 1%31 3,382 Day & Ennis, LLC 1%214 19,363
Hubbell Strickland Wealth Management, LLC 1%27 2,946 ATTICUS WEALTH MANAGEMENT, LLC 14%205 1,230
Sound Income Strategies, LLC bought25 25 Beacon Financial Advisory LLC 5%204 3,986
Main Management LLC 104%24 47 Institute for Wealth Management, LLC. sold203 0
Laurel Wealth Advisors LLC bought24 24 Cribstone Capital Management, LLC 87%201 31
Alexandria Capital, LLC 1%22 3,083 EATON VANCE MANAGEMENT 2%200 10,754
COURIER CAPITAL CORP 1%21 2,550 Prime Capital Investment Advisors, LLC 13%195 1,270
Stratford Consulting, LLC bought20 20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 40%190 285
FCG ADVISORS, LLC 1%19 2,838 Ironwood Wealth Management, llc 51%189 180
Acropolis Investment Management, LLC 0%19 7,628 Patriot Financial Group Insurance Agency, LLC 54%188 158
Baldwin Investment Management, LLC 0%15 6,705 Beacon Pointe Advisors, LLC 2%188 8,223
Larson Financial Group LLC 10%14 148 CENTAURUS FINANCIAL, INC. 5%176 3,570
Zhang Financial LLC 1%13 2,504 Keeler THomas Management LLC sold149 0
Jackson, Grant Investment Advisers, Inc. 1%8 945 Taylor, Cottrill, Erickson & Associates, Inc. 1%136 24,203
Carmichael Hill & Associates, Inc. 0%7 6,649 Brickley Wealth Management 0%135 84,372
HUNTINGTON NATIONAL BANK 600%6 7 SIGNATUREFD, LLC 10%131 1,140
Paragon Capital Management Ltd 0%5 8,205 Firestone Capital Management 12%115 885
ProVise Management Group, LLC 0%4 44,137 First Personal Financial Services sold113 0
Financial Gravity Wealth, Inc. 2%4 184 Lenox Wealth Advisors, Inc. sold110 0
Tortoise Investment Management, LLC 13%4 34 Capital Analysts, Inc. 73%104 39
LifePlan Financial Group, Inc 1%2 197 360 Financial, Inc. 1%102 10,246
Global Trust Asset Management, LLC 2%2 87 Cable Hill Partners, LLC 4%100 2,660
Bangor Savings Bank 0%2 15,649 Capital Asset Advisory Services LLC 24%98 306
Efficient Wealth Management LLC bought2 2 CREATIVE FINANCIAL DESIGNS INC /ADV 29%93 231
Summit Investment Advisors, Inc. 1%1 89 S.A. Mason LLC 2%85 3,555
Ellis Investment Partners, LLC 1%1 139 Strategic Wealth Partners Group LLC 3%85 2,861
Carroll Financial Associates, Inc. 0%1 904 ROWLAND CARMICHAEL ADVISORS INC /ADV sold84 0
STEPHENS INC /AR/ 1%80 7,217
Merit Financial Group, LLC 2%68 2,868
Sequoia Financial Advisors, LLC 2%63 2,910
Coastal Investment Advisors, Inc. sold63 0
LIBERTY WEALTH MANAGEMENT LLC sold62 0
Aberdeen Wealth Management LLC sold60 0
CONDOR CAPITAL MANAGEMENT 0%51 218,525
Covington Capital Management 6%50 840
EPG Wealth Management LLC 9%48 506
Lakeview Capital Partners, LLC 5%47 875
Providence Capital Advisors, LLC sold44 0
NWAM LLC 1%39 4,569
Tower View Investment Management & Research LLC sold36 0
Parallel Advisors, LLC 4%32 809
Laurel Wealth Advisors, Inc. 1%31 3,197
Total Clarity Wealth Management, Inc. sold18 0
Independence Advisors, LLC sold17 0
Raab & Moskowitz Asset Management LLC sold17 0
Pensionmark Financial Group, LLC 0%13 4,221
Affiance Financial, LLC 60%12 8
MEEDER ASSET MANAGEMENT INC sold12 0
Sandy Spring Bank sold11 0
Global Wealth Management Investment Advisory, Inc. 45%10 12
OGOREK ANTHONY JOSEPH /NY/ /ADV sold8 0
Gs Investments, Inc. sold5 0
TSFG, LLC 0%3 1,282
Busey Trust CO no change 3,060
Scott & Selber, Inc. no change 3,000
SONATA CAPITAL GROUP INC no change 3,300
Rex Capital Advisors, LLC no change 5,373
Ballentine, Finn & Company, Inc. no change 10,719
Integrated Advisors Network LLC no change 7,721
Pathway Financial Advisors LLC no change 11,743
JMG Financial Group, Ltd. no change 13,710
Texas Capital Bank Wealth Management Services Inc no change 19,871
First National Bank of Mount Dora, Trust Investment Services no change 7,674
Windham Capital Management, LLC no change 7,500
GARRISON POINT ADVISORS, LLC no change 3,955
BCS Wealth Management no change 3,608
Connecticut Wealth Management, LLC no change 4,485
Edge Capital Group, LLC no change 5,628
Hochman Cole Investment Advisors, Inc. no change 6,653
Heartwood Wealth Advisors LLC no change 3,533
M&R CAPITAL MANAGEMENT INC no change 615
Front Row Advisors LLC no change 100
HCR Wealth Advisors no change 87
Pacifica Partners Inc. no change 86
Barnett & Company, Inc. no change 100
BALLAST ADVISORS LLC no change 191
Braun-Bostich & Associates Inc. no change 288
Aptus Capital Advisors, LLC no change 263
Kistler-Tiffany Companies, LLC no change 234
COUNTRY TRUST BANK no change 68
Asset Dedication, LLC no change 50
Stewardship Financial Advisors, LLC no change 14
Prestige Wealth Management Group LLC no change 1
Aspire Private Capital, LLC no change 1
D'Orazio & Associates, Inc. no change 22
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV no change 26
Founders Capital Management no change 46
Sowa Financial Group, Inc. no change 46
HORIZON BANCORP /IN/ no change 37
LS Investment Advisors, LLC no change 321
Community Bank, N.A. no change 354
BESSEMER GROUP INC no change 1,390
Sonora Investment Management, LLC no change 1,354
Regal Wealth Group, Inc. no change 11
ATWOOD & PALMER INC no change 1,490
BP WEALTH MANAGEMENT, LLC no change 1,664
New England Professional Planning Group Inc. no change 2,491
S&T BANK/PA no change 2,464
MCF Advisors LLC no change 1,816
DUNCKER STREETT & CO INC no change 1,156
Legacy Bridge, LLC no change 1,085
REILLY FINANCIAL ADVISORS, LLC no change 520
BerganKDV Wealth Management, LLC no change 440
Cordasco Financial Network no change 355
Berman Capital Advisors, LLC no change 650
CBIZ Investment Advisory Services, LLC no change 688
Brand Asset Management Group, Inc. no change 990
First PREMIER Bank no change 978
TRUEWEALTH LLC no change 924
Meristem, LLP no change 2,794
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