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STOCK TICKER:
VANGUARD MID-CAP VAL   (ticker: VOE)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 50,788,439
Previous Holdings: 42,781,821
Change: 18.72%
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 bought4,029,102 4,029,102 JONES FINANCIAL COMPANIES LLLP 82%1,834,591 395,358
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought642,144 642,144 FormulaFolio Investments, LLC 89%198,773 24,480
Betterment LLC 5%467,379 9,742,393 STEPHENS GROUP ASSET MANAGEMENT, LLC 16%164,162 863,681
ROYAL BANK OF CANADA bought463,408 463,408 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 19%145,446 627,964
UBS Group AG 26%373,636 1,810,142 Kestra Advisory Services, LLC 39%77,700 121,237
Facet Wealth, Inc. bought229,272 229,272 NEW YORK LIFE INVESTMENT MANAGEMENT LLC sold74,362 0
Bogart Wealth, LLC 196%217,541 328,749 J P MORGAN CHASE & CO 43%63,958 86,482
Private Advisor Group, LLC bought186,805 186,805 Private Capital Group, LLC 31%56,199 122,309
PRUDENTIAL FINANCIAL INC 3,633%180,035 184,990 Sawtooth Asset Management, Inc. 82%40,070 8,857
AMERIPRISE FINANCIAL INC 21%168,870 984,103 Wellspring Financial Advisors, LLC 74%39,167 13,793
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 10%155,253 1,733,058 FINANCIAL ADVISORY CORP /UT/ /ADV 37%25,104 42,854
Morningstar Investment Services, Inc. 102%148,570 294,738 CREDIT SUISSE/ 80%21,840 5,320
Foundations Investment Advisors, LLC 392%111,166 139,549 Financial Planning & Information Services, Inc. 43%19,764 26,536
EXCHANGE TRADED CONCEPTS, LLC 14%91,936 763,203 Cutler Group LP 99%16,600 200
Titan Capital Management, LLC /CA bought74,785 74,785 RAYMOND JAMES & ASSOCIATES 12%16,298 116,276
Hanson McClain, Inc. 3,857%61,369 62,960 HANSEATIC MANAGEMENT SERVICES INC sold15,098 0
LPL Financial CORP 10%59,967 649,488 Creative Planning 7%14,511 203,647
WELLS FARGO & CO/MN 4%56,318 1,593,804 BANK OF MONTREAL /CAN/ 99%13,301 190
Equitable Holdings, Inc. 12%49,925 465,213 FIRST AMERICAN TRUST CO 21%12,062 44,921
Raymond James Financial Services Advisors, Inc. 19%48,557 302,600 Regal Investment Advisors, LLC 36%11,594 20,629
Capital Advisors Wealth Management, LLC bought41,596 41,596 Millburn Ridgefield Corp 39%11,290 17,317
HRT FINANCIAL LLC bought38,977 38,977 Geneos Wealth Management Inc. sold10,962 0
Compass Advisory Group LLC bought38,125 38,125 BBR PARTNERS, LLC sold10,957 0
US BANCORP DE 18%34,111 220,140 Renaissance Technologies(Jim Simons) sold10,100 0
Compton Wealth Advisory Group, LLC bought32,580 32,580 COMMONWEALTH EQUITY SERVICES, LLC. 3%8,593 317,924
Oxinas Partners Wealth Management LLC bought31,998 31,998 FIERA SCEPTRE INC. sold8,125 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6%28,160 528,207 Burleson & Company, LLC 25%8,025 24,483
Ledyard National Bank 37%26,580 99,354 Redhawk Wealth Advisors, Inc. 21%8,011 30,774
HighTower Advisors, LLC bought25,593 25,593 GeoWealth Management, LLC 38%7,939 12,743
CARY STREET PARTNERS ASSET MANAGEMENT LLC 31%23,774 100,831 SYNOVUS FINANCIAL CORP 79%7,690 2,025
EP Wealth Advisors, Inc. 639%23,441 27,109 TOMPKINS FINANCIAL CORP sold7,675 0
MERCER GLOBAL ADVISORS INC /ADV 593%22,753 26,589 SAGE FINANCIAL GROUP INC 6%6,542 107,562
Homrich & Berg bought22,300 22,300 AdvicePeriod, LLC 5%5,689 118,246
Checchi Capital Advisers, LLC 245%22,213 31,280 Parcion Private Wealth LLC sold5,633 0
WNY Asset Management, LLC 26%20,518 100,960 Kingsview Wealth Management, LLC 62%5,129 3,135
Octavia Wealth Advisors, LLC 119%19,925 36,670 KESTRA PRIVATE WEALTH SERVICES, LLC 36%4,899 8,795
McAdam, LLC 85%18,954 41,143 Connecticut Wealth Management, LLC sold4,030 0
CX Institutional 33%16,543 66,514 M&T BANK CORP sold4,025 0
Paradigm Financial Advisors, LLC 199%16,360 24,580 Burns Wealth Management, Inc. 6%3,279 55,831
Chicago Wealth Management, Inc. bought15,563 15,563 Miracle Mile Advisors, LLC 5%3,110 60,139
Money Design Co.,Ltd. bought15,546 15,546 Krasney Financial LLC 12%3,059 23,415
OLD MISSION CAPITAL LLC bought15,511 15,511 Legacy Financial Group LLC 22%3,010 10,818
Aurum Wealth Management Group, LLC bought14,570 14,570 Evensky & Katz, Inc. 2%2,730 124,615
Tempus Wealth Planning, LLC bought14,477 14,477 Mutual Advisors, LLC 33%2,683 5,442
DAVIDSON D A & CO 50%14,274 42,668 Laurel Wealth Advisors, Inc. sold2,594 0
NewEdge Wealth, LLC bought13,769 13,769 Bank of New York Mellon CORP 6%2,591 41,920
BENJAMIN F. EDWARDS & COMPANY, INC. 13%13,425 118,001 CENTAURUS FINANCIAL, INC. 15%2,554 14,315
Belpointe Asset Management LLC 1,142%12,838 13,962 CAMG Solamere Management, LLC 30%2,487 5,758
OLD NATIONAL BANCORP /IN/ 37%12,657 46,998 Stokes Family Office, LLC 8%2,460 28,435
Petix & Botte Co 117%11,980 22,204 Sheaff Brock Investment Advisors, LLC sold2,225 0
Pathway Financial Advisors LLC bought11,821 11,821 PRIVATE CAPITAL MANAGEMENT LLC sold2,080 0
MONETA GROUP INVESTMENT ADVISORS INC 13%11,789 100,163 SHAKESPEARE WEALTH MANAGEMENT, INC. 2%1,986 105,443
MASSMUTUAL TRUST CO FSB/ADV 29%11,677 51,909 BANK OF HAWAII 11%1,979 15,286
Southern Wealth Management, LLP 20%11,622 69,326 Mosaic Family Wealth, LLC 5%1,942 38,098
Warren Averett Asset Management, LLC 2%11,516 693,519 ALESCO ADVISORS LLC 3%1,842 67,651
Wealth Alliance bought11,157 11,157 DAVENPORT & CO LLC 4%1,833 46,643
Ironsides Asset Advisors, LLC bought10,611 10,611 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 15%1,790 10,222
BLAIR WILLIAM & CO/IL 13%10,592 92,606 F3Logic, LLC sold1,718 0
TWIN FOCUS CAPITAL PARTNERS, LLC 472%10,383 12,583 BDO Wealth Advisors, LLC 12%1,654 12,060
Bangor Savings Bank 66%10,362 26,009 Wells Financial Advisors INC 54%1,596 1,339
Sontag Advisory, LLC 220%10,285 14,955 Cranbrook Wealth Management, LLC 2%1,492 69,849
EATON VANCE MANAGEMENT bought10,204 10,204 OBERMEYER ASSET MANAGEMENT CO 47%1,400 1,600
Praetorian Wealth Management, Inc. 8%10,164 133,501 CONDOR CAPITAL MANAGEMENT 1%1,390 208,638
Capital Square, LLC bought10,145 10,145 PHILLIPS FINANCIAL MANAGEMENT, LLC 8%1,368 16,230
BEL AIR INVESTMENT ADVISORS LLC bought10,075 10,075 Ifrah Financial Services, Inc. 4%1,289 27,508
STEPHENS INC /AR/ 57%9,461 26,108 ANDERSON HOAGLAND & CO 46%1,265 1,503
ERTS Wealth Advisors, LLC 5%9,232 205,663 Lutz Financial Services LLC 2%1,194 61,919
AMG National Trust Bank 369%9,168 11,654 Plancorp, LLC 36%1,170 2,041
Opes Wealth Management LLC 28%9,141 41,335 PRUDENTIAL CORP PLC 22%1,150 3,990
Pinnacle Advisory Group, Inc. bought8,192 8,192 Interchange Capital Partners, LLC sold1,075 0
FIRST UNITED BANK TRUST/ 29%8,143 35,984 Pure Financial Advisors, Inc. 3%1,057 35,724
Mariner Wealth Advisors, LLC 12%7,822 73,744 GIRARD PARTNERS LTD. 4%1,036 26,633
WSFS CAPITAL MANAGEMENT, LLC 52%7,437 21,728 WETHERBY ASSET MANAGEMENT INC 36%1,015 1,769
Cetera Investment Advisers 17%7,140 49,653 UNIONBANCAL CORP 4%981 25,354
WHITTIER TRUST CO OF NEVADA INC bought7,075 7,075 FSA Wealth Management LLC sold968 0
Advisory Alpha, LLC bought6,960 6,960 WoodTrust Financial Corp 1%962 115,432
Livingston Group Asset Management CO (operating as Southport Capital Management) bought6,680 6,680 Cable Hill Partners, LLC 32%850 1,810
Pensionmark Financial Group, LLC bought6,428 6,428 Rodgers & Associates, LTD 0%840 268,760
CAPITAL WEALTH MANAGEMENT, LLC 37%6,402 23,742 Strategic Investment Advisors / MI 3%823 28,708
LEAVELL INVESTMENT MANAGEMENT, INC. 10%6,363 67,549 IFG Advisory, LLC 28%818 2,150
Ellevest, Inc. 9%6,352 74,578 SNS Financial Group, LLC 1%797 80,029
Janney Montgomery Scott LLC 18%6,276 41,937 WHITTIER TRUST CO 8%782 9,364
Hochman Cole Investment Advisors, Inc. bought6,256 6,256 Beacon Financial Advisory LLC 22%776 2,826
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought6,173 6,173 CULBERTSON A N & CO INC 8%765 8,739
REGENTATLANTIC CAPITAL LLC bought5,985 5,985 Wolff Financial Management LLC 2%722 43,964
Patriot Investment Management Inc. bought5,721 5,721 Tacita Capital Inc 2%685 34,040
JMG Financial Group, Ltd. 17%5,682 38,860 Provident Wealth Management, LLC 4%670 16,813
Brown Advisory Securities, LLC bought5,651 5,651 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 14%663 3,919
Arete Wealth Advisors, LLC 139%5,623 9,681 FORTE CAPITAL LLC /ADV 0%651 134,388
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2%5,468 285,047 Valeo Financial Advisors, LLC sold643 0
Goepper Burkhardt LLC 13%5,384 46,253 CWM, LLC 23%639 2,127
THRIVENT FINANCIAL FOR LUTHERANS bought5,371 5,371 HPM Partners LLC 25%625 1,914
CARY STREET PARTNER INVESTMENT ADVISORY LLC 108%5,116 9,852 Asset Management Group, Inc. 1%615 75,792
QUEST CAPITAL MANAGEMENT INC /ADV bought5,045 5,045 ANDERSON FISHER LLC sold614 0
Robeco Investment Management, Inc. 43%5,000 16,611 Johnson Financial Group, Inc. 21%571 2,128
LINCOLN NATIONAL CORP 2%4,789 298,852 NORTHERN TRUST CORP 1%568 48,553
Efficient Wealth Management LLC 237,550%4,751 4,753 Foster Victor Wealth Advisors, LLC 6%557 8,138
TAP Consulting, LLC 73%4,735 11,207 FINANCIAL COUNSELORS INC 2%540 23,135
Buckingham Asset Management, LLC 78%4,378 10,010 Quaker Wealth Management, LLC 19%531 2,213
Goss Wealth Management LLC 12%4,299 40,982 Brickley Wealth Management 1%523 50,639
Valmark Advisers, Inc. 31%4,254 17,801 Voya Financial Advisors, Inc. 3%521 17,063
Falcon Wealth Planning 5%4,201 84,649 Edmonds Duncan Registered Investment Advisors, LLC 1%508 68,723
Lumature Wealth Partners, LLC 52%4,183 12,253 Asset Planning Services, Ltd. 2%485 19,049
Q3 Asset Management 9%4,120 50,838 FLAGSHIP HARBOR ADVISORS, LLC 5%482 9,648
Summit Trail Advisors, LLC bought4,079 4,079 Insight Advisors, LLC/ PA 4%459 10,449
Massey, Quick & Co., LLC 67%3,996 9,995 OHE FINANCIAL INC 11%455 3,777
St. Louis Trust Co bought3,887 3,887 Black Diamond Financial, LLC 3%449 16,362
HYA Advisors, Inc 11%3,821 39,920 Kovitz Investment Group Partners, LLC 18%439 2,030
Biltmore Capital Advisors LLC 8%3,769 49,186 DEFINED WEALTH MANAGEMENT, LLC sold434 0
Accel Wealth Management 154%3,645 6,006 Advisory Services Network, LLC 6%431 6,436
Gladstone Institutional Advisory LLC bought3,487 3,487 Texas Capital Bank Wealth Management Services Inc 4%402 10,824
Total Wealth Planning, LLC 4%3,463 88,828 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 1%395 26,611
BROWN ADVISORY HOLDINGS INC 113%3,399 6,414 NORTHWEST WEALTH MANAGEMENT, LLC 5%363 6,390
Integer Wealth Advisors Group LLC bought3,383 3,383 RSM US WEALTH MANAGEMENT LLC 4%355 7,876
Financial Advocates Investment Management 16%3,278 23,666 Personal Capital Advisors Corp 5%337 5,951
NovaPoint Capital, LLC 12%3,268 30,222 East Coast Asset Management, LLC. 4%331 8,475
Carlton Hofferkamp & Jenks Wealth Management, LLC bought3,211 3,211 HC FINANCIAL ADVISORS INC sold317 0
IVC Wealth Advisors LLC 88%3,175 6,771 PFG Advisors 8%310 3,510
M Holdings Securities, Inc. bought3,157 3,157 ROPES WEALTH ADVISORS LLC sold309 0
Manchester Capital Management LLC 9%3,081 35,988 Hexagon Capital Partners LLC 2%305 13,645
MML INVESTORS SERVICES, LLC 1%3,068 247,952 ENCOMPASS WEALTH ADVISORS, LLC sold302 0
ATRIA INVESTMENTS LLC 12%3,014 28,940 GREAT VALLEY ADVISOR GROUP, INC. 16%297 1,565
High Pines Wealth Management, LLC bought2,982 2,982 ECLECTIC ASSOCIATES INC /ADV 2%296 15,199
Financial Network 15%2,975 23,334 DOWLING & YAHNKE INC 10%288 2,547
MARINO, STRAM & ASSOCIATES LLC 69%2,929 7,177 SILVERCREST ASSET MANAGEMENT GROUP LLC 16%287 1,487
Freestone Capital Holdings, LLC 213%2,862 4,207 Symmetry Partner, LLC 0%284 136,439
Orion Portfolio Solutions, LLC bought2,858 2,858 CAPITAL ONE FINANCIAL CORP 8%277 3,331
Jackson Wealth Management, LLC bought2,849 2,849 IHT Wealth Management, LLC 2%276 11,207
Berkeley Capital Partners, LLC bought2,766 2,766 Edge Capital Group, LLC 9%236 2,265
Stratos Wealth Advisors, LLC 9%2,728 33,812 Patriot Financial Group Insurance Agency, LLC 73%229 86
AE Wealth Management LLC 5%2,703 53,744 Windsor Group LTD 3%214 7,456
Prosperity Planning, Inc. 6%2,671 46,679 ASSET PLANNING CORPORATION sold205 0
Empirical Financial Services, LLC 82%2,588 5,728 BLB&B Advisors, LLC 11%204 1,729
Altium Wealth Management LLC bought2,573 2,573 DONALDSON CAPITAL MANAGEMENT, LLC 6%198 3,149
SkyOak Wealt, LLC 17%2,507 17,191 WRAPMANAGER INC 3%185 6,557
Atlantic Trust Group, LLC 114%2,495 4,683 McNamara Financial Services, Inc. 4%183 4,948
Latitude Advisors, LLC bought2,487 2,487 Granite Springs Asset Management LLC 8%169 1,914
TORON CAPITAL MARKETS INC. bought2,465 2,465 FRANKLIN RESOURCES INC 7%168 2,108
PARSONS CAPITAL MANAGEMENT INC/RI bought2,450 2,450 Novak Financial Planning, LLC 1%162 12,031
Baldwin Investment Management, LLC 35%2,428 9,293 Tower Research Capital LLC 54%161 136
Aveo Capital Partners, LLC bought2,422 2,422 REILLY FINANCIAL ADVISORS, LLC 10%143 1,322
TCG Advisory Services, LLC bought2,313 2,313 Day & Ennis, LLC 1%142 19,655
Koshinski Asset Management, Inc. bought2,271 2,271 Center for Financial Planning, Inc. 14%138 863
Chicago Partners Investment Group LLC 4%2,269 58,543 Financial Engines Advisors L.L.C. 2%135 7,566
Nadler Financial Group, Inc. 28%2,205 9,988 Paracle Advisors, LLC 3%130 4,133
National Asset Management, Inc. 19%2,197 13,962 Wealthcare Advisory Partners LLC 2%122 6,259
Continuum Advisory, LLC bought2,149 2,149 Nachman Norwood & Parrott, Inc 0%114 23,827
FORT PITT CAPITAL GROUP, LLC 106,600%2,132 2,134 FINANCIAL LIFE ADVISORS 2%112 5,986
WADE G W & INC bought2,120 2,120 Sandy Spring Bank sold108 0
DERBY & COMPANY, INC 2%2,102 86,736 Inspire Advisors, LLC sold102 0
Main Street Financial Solutions, LLC 64%2,021 5,168 YorkBridge Wealth Partners, LLC 7%101 1,436
MITCHELL MCLEOD PUGH & WILLIAMS INC bought2,012 2,012 Baker Ellis Asset Management LLC 4%100 2,405
COLONY GROUP LLC 2%1,992 117,576 ForthRight Wealth Management, LLC sold96 0
HARBOR INVESTMENT ADVISORY, LLC 8%1,937 26,002 Carmichael Hill & Associates, Inc. 2%96 5,552
TWO SIGMA SECURITIES, LLC bought1,931 1,931 Susquehanna International Group, LLP 0%95 45,505
Kerntke Otto McGlone Wealth Management Group bought1,926 1,926 Baystate Wealth Management LLC 11%90 731
KENNICOTT CAPITAL MANAGEMENT LLC bought1,916 1,916 HCR Wealth Advisors sold87 0
CWA Asset Management Group, LLC bought1,869 1,869 GoalVest Advisory LLC sold84 0
Mayfair Advisory Group, LLC bought1,867 1,867 Prime Capital Investment Advisors, LLC 2%83 3,591
Krilogy Financial LLC 1%1,843 239,748 Multi-Financial Securities Corp 1%80 11,098
PRINCIPAL FINANCIAL GROUP INC bought1,836 1,836 Disciplined Investments, LLC 2%76 3,217
HALLMARK CAPITAL MANAGEMENT INC 12%1,807 16,548 NEXT Financial Group, Inc 27%76 205
Oxbow Advisors, LLC bought1,799 1,799 Merit Financial Group, LLC 2%72 2,814
Karp Capital Management Corp bought1,772 1,772 Dougherty Wealth Advisers LLC 0%72 55,846
ASSOCIATED BANC-CORP 16%1,750 12,700 Strategic Financial Group, LLC 1%72 11,151
MONTAG A & ASSOCIATES INC 146%1,649 2,779 STABLEFORD CAPITAL II LLC 2%70 3,116
Capital Advantage, Inc. 1%1,627 126,752 AdvisorNet Financial, Inc 1%69 6,104
DEARBORN PARTNERS LLC bought1,620 1,620 ERn Financial, LLC 1%68 4,675
Sigma Planning Corp 6%1,614 27,750 BROWN BROTHERS HARRIMAN & CO 2%65 2,652
TPG Financial Advisors, LLC 29%1,603 7,202 CIBC World Markets Inc. 2%58 3,098
WOODMONT INVESTMENT COUNSEL LLC bought1,601 1,601 Pinnacle Wealth Planning Services, Inc. sold50 0
Good Life Advisors, LLC bought1,571 1,571 Relaxing Retirement Coach 0%47 13,610
Clear Harbor Asset Management, LLC 17%1,563 10,820 STIFEL FINANCIAL CORP 74%37 13
BBVA USA BANCSHARES INC bought1,556 1,556 Northeast Financial Consultants Inc 0%35 9,957
PBWM Holdings, LLC bought1,550 1,550 Maryland Capital Management, LLC 2%33 2,030
Venture Visionary Partners LLC bought1,547 1,547 GAMBLE JONES INVESTMENT COUNSEL 1%31 2,982
Sequoia Financial Advisors, LLC bought1,545 1,545 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1%31 2,886
LAKE STREET FINANCIAL LLC bought1,504 1,504 Asset Dedication, LLC sold30 0
Abbrea Capital, LLC bought1,486 1,486 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 0%25 22,855
UNITED CAPITAL FINANCIAL ADVISERS,INC. 8%1,484 20,570 THOMPSON SIEGEL & WALMSLEY LLC sold21 0
We Are One Seven, LLC 47%1,480 4,616 Argent Trust Co 0%21 12,455
Horizon Investment Services, LLC 38%1,477 5,345 PLANNING DIRECTIONS INC 0%21 13,600
FIRST MANHATTAN CO bought1,468 1,468 COUNTRY TRUST BANK 22%19 68
SJA Financial Advisory, LLC bought1,459 1,459 Total Clarity Wealth Management, Inc. sold18 0
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 4%1,389 34,906 Parallel Advisors, LLC 5%13 248
Fieldpoint Private Securities, LLC 21%1,385 7,827 TFC Financial Management sold12 0
Laffer Investments bought1,384 1,384 Plante Moran Financial Advisors Ltd Partnership 1%12 866
Iron Horse Wealth Management, LLC 5%1,325 25,517 OXFORD FINANCIAL GROUP LTD sold10 0
CITIGROUP INC 6%1,312 23,587 SeaCrest Wealth Management, LLC 0%10 3,632
TRUST CO OF VERMONT 56%1,283 3,572 American Institute for Advanced Investment Management, LLP 0%10 7,038
SIGNATUREFD, LLC 94%1,259 2,605 JNBA Financial Advisors 0%7 37,399
Financeware, Inc. bought1,231 1,231 Prestige Wealth Management Group LLC 13%7 45
Alpha Omega Wealth Management LLC 8%1,213 16,069 Everhart Financial Group, Inc. 0%6 12,903
Allred Capital Management, LLC bought1,185 1,185 Cordant, Inc. 0%4 1,497
Sterling Financial Planning, Inc. 8%1,183 16,069 NORTHERN OAK CAPITAL MANAGEMENT INC 1%4 736
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought1,175 1,175 Well Done, LLC 0%3 19,379
BOENNING & SCATTERGOOD, INC. 29%1,123 5,002 Stratos Wealth Partners, LTD. 0%3 3,298
HIGHLAND CAPITAL MANAGEMENT CORP 2%1,082 70,296 JFS WEALTH ADVISORS, LLC no change 25
Northern Capital Management, Inc. 12%1,075 10,206 Laurel Wealth Advisors LLC no change 24
AMERITAS INVESTMENT CORP 11%1,064 11,137 Berman Capital Advisors, LLC no change 32
SOA Wealth Advisors, LLC. 6%1,061 19,049 Essex Savings Bank no change 3,738
Sargent Bickham Lagudis LLC bought1,060 1,060 GARRISON POINT ADVISORS, LLC no change 3,955
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 38%1,044 3,815 TIAA, FSB no change 62
Dynamic Advisors Solutions LLC 15%1,034 8,020 Key FInancial Inc no change 3,631
Capital Financial Planning, LLC 53%1,021 2,958 Choate Investment Advisors no change 3
Sierra Capital LLC bought1,008 1,008 Regal Wealth Group, Inc. no change 11
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. bought1,000 1,000 Main Management LLC no change 48
Richard P Slaughter Associates Inc 13%999 8,598 McIlrath & Eck, LLC no change 88
Spearhead Capital Advisors, LLC 1%985 131,932 Summit Investment Advisors, Inc. no change 91
FIFTH THIRD BANCORP 2%983 57,674 Front Row Advisors LLC no change 100
HARBOUR INVESTMENTS, INC. bought980 980 Barnett & Company, Inc. no change 100
Taylor, Cottrill, Erickson & Associates, Inc. 2%949 47,552 Bartlett & Co. LLC no change 3,220
COMERICA SECURITIES,INC. 5%906 17,922 Capital Advisory Group Advisory Services, LLC no change 80
COURIER CAPITAL CORP 15%834 6,435 Calamos Wealth Management LLC no change 4,165
NBT BANK N A /NY 35%795 3,079 Pacific Center for Financial Services no change 57
CITY HOLDING CO 55%781 2,210 NICOLET BANKSHARES INC no change 3,247
MONEY CONCEPTS CAPITAL CORP bought705 705 CAROLINAS WEALTH CONSULTING LLC no change 35
Integrys Wealth Advisors LLC 0%698 234,400 Financial Architects, Inc no change 6,708
Maltin Wealth Management, Inc. 4%697 16,459 Pacifica Partners Inc. no change 3
HBW Advisory Services LLC 11%690 7,082 Amerivest Investment Management LLC no change 2,521,634
Bragg Financial Advisors, Inc 1%686 133,020 Baird Financial Group, Inc. no change 1,048
Grandview Asset Management LLC bought685 685 PITTENGER & ANDERSON INC no change 35,420
Cornerstone Wealth Management, LLC 8%667 8,809 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV no change 35
Simmons Bank 2%628 30,199 West Financial Advisors, LLC no change 218
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14%615 4,889 Wells Trecaso Financial Group, LLC no change 10,945
Legacy Wealth Planning, LLC 6%601 10,535 First National Bank of Mount Dora, Trust Investment Services no change 7,974
Johanson Financial Advisors, Inc. 2%599 25,481 M&R CAPITAL MANAGEMENT INC no change 615
Ancora Advisors, LLC 34%576 2,266 Sepio Capital, LLC no change 12,619
Perigon Wealth Management, LLC 12%576 5,512 STALEY CAPITAL ADVISERS INC no change 12,159
White Lighthouse Investment Management Inc. 3%573 19,449 Veritable, L.P. no change 6,962
9258 Wealth Management, LLC 11%564 5,735 Bellwether Advisors, LLC no change 120
Eidelman Virant Capital 30%560 2,405 Heartwood Wealth Advisors LLC no change 5,417
IFP Advisors, Inc 12%555 5,037 Rex Capital Advisors, LLC no change 5,373
COMMERCE BANK N A/MO 1%545 38,309 Phocas Financial CORP no change 7,100
Stonebridge Capital Advisors LLC bought535 535 Windham Capital Management, LLC no change 7,500
Lido Advisors, LLC 18%516 3,352 Ballentine, Finn & Company, Inc. no change 10,716
Wambolt & Associates, LLC 13%483 4,186 HOWLAND CAPITAL MANAGEMENT INC no change 9,020
Sowell Financial Services LLC 134%479 836 Glenview Trust Co no change 8,857
ENVESTNET ASSET MANAGEMENT INC 0%461 1,194,327 Zions Bancorporation, N.A. no change 4,675
Archer Investment Corp 12%457 4,419 SALEM INVESTMENT COUNSELORS INC no change 155
Fullen Financial Group 1%450 51,303 Sonora Investment Management, LLC no change 1,354
Gradient Investments LLC 2,110%443 464 Meristem, LLP no change 2,794
MidWestOne Financial Group, Inc. 5%441 9,247 Sullivan, Bruyette, Speros & Blaney, Inc. no change 1,371
Integrated Wealth Concepts LLC 17%434 2,924 BESSEMER GROUP INC no change 1,390
Prospera Financial Services 11%432 4,391 SONATA CAPITAL GROUP INC no change 2,700
BIDWELL C M & ASSOCIATES LTD/ 17%425 2,902 Legacy Bridge, LLC no change 1,010
Interactive Financial Advisors 107%408 788 Carroll Financial Associates, Inc. no change 999
TECTONIC ADVISORS LLC bought405 405 NORTHSTAR ASSET MANAGEMENT LLC no change 2,815
FC Advisory LLC 17%401 2,705 DAVIS R M INC no change 2,811
Argent Advisors, Inc. 13%400 3,400 First PREMIER Bank no change 947
TIEMANN INVESTMENT ADVISORS, LLC 9%399 4,825 Hartland & Co., LLC no change 985
Western Wealth Management, LLC 14%392 3,278 ATWOOD & PALMER INC no change 1,490
Center For Asset Management LLC 3%385 13,220 Integrated Advisors Network LLC no change 2,692
Rockbridge Investment Management, LCC 6%372 6,611 MCF Advisors LLC no change 1,816
NWAM LLC 9%352 4,374 Biltmore Family Office, LLC no change 1,900
NICOLET ADVISORY SERVICES, LLC 15%349 2,641 WHALEROCK POINT PARTNERS, LLC no change 2,097
Capital Advisors, Ltd. LLC 5%348 7,552 Strategic Advisors LLC no change 2,011
Jackson Creek Investment Advisors LLC 18%336 2,228 Benchmark Wealth Management, LLC no change 1,812
Joseph P. Lucia & Associates, LLC 7%325 4,865 Institute for Wealth Management, LLC. no change 2,120
Beacon Pointe Advisors, LLC 7%322 4,831 Nikulski Financial, Inc. no change 2,433
J.W. COLE ADVISORS, INC. 7%283 4,395 SPC Financial, Inc. no change 2,413
Klingman & Associates, LLC 11%274 2,860 BKD Wealth Advisors, LLC no change 2,206
SIMPLEX TRADING, LLC bought274 274 RWM Asset Management, LLC no change 2,139
Zeit Capital LLC 1%269 31,281 Syverson Strege & Co no change 785
Coconut Grove Bank 3%269 10,630 BCS Wealth Management no change 2,968
WASHINGTON TRUST CO bought249 249 Atlas Private Wealth Management no change 235
Pathstone Family Office, LLC 14%246 1,982 TIEDEMANN WEALTH MANAGEMENT, LLC no change 2,970
Ausdal Financial Partners, Inc. 6%241 4,530 TRUSTCORE FINANCIAL SERVICES, LLC no change 253
Financial Gravity Wealth, Inc. bought237 237 ENTERPRISE FINANCIAL SERVICES CORP no change 274
180 WEALTH ADVISORS, LLC 2%236 14,454 Scott & Selber, Inc. no change 3,000
Aspire Private Capital, LLC 23,300%233 234 D'Orazio & Associates, Inc. no change 189
Community Bank, N.A. 64%225 579 Navis Wealth Advisors, LLC no change 2,000
UMB BANK N A/MO 0%217 44,519 Bay Harbor Wealth Management, LLC no change 165
FMR LLC 1,100%198 216 QS Investors, LLC no change 166
Peachtree Investment Partners, LLC bought198 198 Ironwood Wealth Management, llc no change 180
Ten Capital Wealth Advisors, LLC 1%196 18,319 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 285
Bishop & Co Investment Management, LLC 2%194 8,771 Tradition Wealth Management, LLC no change 301
Professional Financial Advisors, LLC 11%188 1,920 COWA, LLC no change 103
AIMZ Investment Advisors, LLC 2%179 11,221 Baron Financial Group, LLC no change 600
LPWM LLC 2%178 10,794 Covington Capital Management no change 700
TSFG, LLC 14%176 1,420 Founders Financial Alliance, LLC no change 36
Cedar Brook Financial Partners, LLC 3%175 5,648 BerganKDV Wealth Management, LLC no change 440
MONECO Advisors, LLC 2%174 8,005 Cypress Point Wealth Management, LLC no change 400
GRIMES & COMPANY, INC. 2%164 10,871 LS Investment Advisors, LLC no change 321
MTM Investment Management, LLC bought163 163 Larson Financial Group LLC no change 355
Moloney Securities Asset Management, LLC 7%160 2,599 Cordasco Financial Network no change 355
FIRST NATIONAL TRUST CO 9%158 1,952 MANCHESTER FINANCIAL INC no change 397
GPS Wealth Strategies Group, LLC bought155 155 Busey Trust CO no change 3,060
Rockefeller Capital Management L.P. 2%151 7,936
PEAPACK GLADSTONE FINANCIAL CORP 0%137 63,643
ProVise Management Group, LLC 0%133 45,506
Yale Capital CORP 0%126 53,019
Global Retirement Partners, LLC 6%123 2,078
TCI Wealth Advisors, Inc. 66%119 299
Meridian Wealth Management, LLC 2%115 5,500
SYM FINANCIAL CORPORATION bought111 111
ROOF EIDAM & MAYCOCK/ADV 1%110 7,630
Brand Asset Management Group, Inc. 11%109 1,099
55I, LLC 4%108 2,739
Global Wealth Management Investment Advisory, Inc. 3,467%104 107
Acorn Wealth Advisors, LLC 6%104 1,817
PrairieView Partners, LLC 39%103 364
Annapolis Financial Services, LLC 0%103 54,678
Harborview Advisors, LLC 1%96 10,838
FARMERS & MERCHANTS INVESTMENTS INC 16%92 677
KWMG, LLC 0%91 124,372
Truepoint, Inc. 1%84 7,668
Jacobi Capital Management LLC 4%84 2,354
Kovack Advisors, Inc. 1%83 6,251
CREATIVE FINANCIAL DESIGNS INC /ADV 6%80 1,373
Firestone Capital Management 67%80 200
Capital Asset Advisory Services LLC 122%79 144
SOL Capital Management CO 0%75 32,455
Arkadios Wealth Advisors 8%75 1,049
WALLER FINANCIAL PLANNING GROUP, INC 1%75 5,870
CULLEN FROST BANKERS INC bought68 68
RAYMOND JAMES TRUST CO 2%68 2,880
Ford Financial Group, Inc. 2%64 3,475
HHM Wealth Advisors, LLC bought63 63
JOHNSON INVESTMENT COUNSEL INC 1%63 5,589
Pflug Koory, LLC bought62 62
Altavista Wealth Management, Inc. 1%60 5,129
HOLDERNESS INVESTMENTS CO 2%59 2,624
Affiance Financial, LLC bought58 58
TCF National Bank 3%55 2,103
Bedel Financial Consulting, Inc. bought54 54
Clear Perspectives Financial Planning, LLC 2%49 3,315
Emerald Investment Partners, LLC 0%49 11,358
SevenOneSeven Capital Management bought47 47
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1%46 3,132
USCA RIA LLC 2%42 2,627
First Command Financial Services, Inc. 456%41 50
REGIONS FINANCIAL CORP 1%41 3,555
Cresset Asset Management, LLC 1%41 5,005
Keeler THomas Management LLC 1%40 3,358
THOROUGHBRED FINANCIAL SERVICES, LLC 2%40 2,364
HUNTINGTON NATIONAL BANK 44%39 128
Oliver Luxxe Assets LLC 2%39 1,756
Global Trust Asset Management, LLC 44%39 127
QUADRANT CAPITAL GROUP LLC bought37 37
S.A. Mason LLC 1%35 3,475
Lee Financial CORP bought35 35
Carolina Wealth Advisors, LLC 28%32 145
BRIGHTON JONES LLC 0%31 16,977
Eudaimonia Partners, LLC 9%29 347
Capital Investment Advisory Services, LLC 1%29 3,290
ATTICUS WEALTH MANAGEMENT, LLC 1%25 2,724
Horan Securities, Inc. 82%23 51
Acropolis Investment Management, LLC 0%23 7,740
Guidance Point Advisors, LLC 0%23 5,680
Atlas Brown,Inc. 0%23 16,114
NorthRock Partners, LLC 0%20 4,347
Bridgeworth, LLC 0%20 8,289
Stewardship Financial Advisors, LLC bought20 20
WP Advisors, LLC 0%19 3,898
FinTrust Capital Advisors, LLC bought19 19
H D Vest Advisory Services 1%19 2,692
Retirement Group, LLC 3%19 583
Charter Oak Capital Management, LLC bought18 18
BENJAMIN EDWARDS INC 3%17 544
Northwest Bancshares, Inc. 0%17 6,750
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1%15 2,882
Magnus Financial Group LLC 1%14 2,022
HM PAYSON & CO 13%11 96
Hubbell Strickland Wealth Management, LLC 0%10 2,511
Concord Wealth Partners bought8 8
Vectors Research Management, LLC 8%8 113
Zhang Financial LLC 0%8 2,600
Hanson Investment Management 2%7 447
Levy Wealth Management Group, LLC 0%6 1,777
Parkside Financial Bank & Trust 1%6 560
Newman Dignan & Sheerar, Inc. 0%6 2,490
One Day In July LLC 0%5 3,942
Evanson Asset Management, LLC 0%5 1,963
BHK Investment Advisors, LLC 0%4 157,183
Jackson, Grant Investment Advisers, Inc. 0%4 968
Coastal Capital Group, Inc. 0%4 947
Tortoise Investment Management, LLC 7%3 47
DUNCKER STREETT & CO INC 0%3 1,169
PROEQUITIES, INC. 0%2 1,913
North Star Investment Management Corp. 0%2 1,005
McClarren Financial Advisors, Inc. 1%2 319
Sound Income Strategies, LLC 3%2 60
Stonebridge Financial Planning Group, LLC bought1 1
Strategic Wealth Partners Group LLC 0%1 2,885
Lakeview Capital Partners, LLC 0%1 523
Pacitti Group Inc. 0%1 1,217
Verdence Capital Advisors LLC 0%1 2,237
Sage Mountain Advisors LLC 1%1 176
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