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STOCK TICKER:
VANGUARD MID-CAP VAL   (ticker: VOE)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 70
0 100 70
Current Holdings: 49,690,782
Previous Holdings: 39,962,245
Change: 24.34%
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)
Johanson Financial Advisors, Inc. 11,752%5,746,543 5,795,443 DEUTSCHE BANK AG 99%600,000 3,270
STEPHENS GROUP ASSET MANAGEMENT, LLC bought736,168 736,168 AXA sold308,100 0
Betterment LLC 7%523,937 7,979,664 Summit Financial, LLC sold300,794 0
BB&T CORP 13,919%514,985 518,685 Foundations Investment Advisors, LLC 95%246,818 13,542
ROYAL BANK OF CANADA bought511,789 511,789 Janney Montgomery Scott LLC 60%66,390 44,848
Equitable Holdings, Inc. bought378,284 378,284 Freestone Capital Holdings, LLC 91%42,597 4,132
JONES FINANCIAL COMPANIES LLLP 17%285,468 1,920,384 NEXT Financial Group, Inc sold36,578 0
Creative Planning bought173,885 173,885 Susquehanna International Group, LLP 68%29,884 14,338
Morningstar Investment Services, Inc. 72%165,624 394,564 NICOLET ADVISORY SERVICES, LLC 85%22,448 3,848
AMERIPRISE FINANCIAL INC 16%149,990 1,090,718 Private Capital Group, LLC 12%19,309 141,566
BANK OF AMERICA CORP /DE/ 5%123,973 2,421,021 J P MORGAN CHASE & CO 10%18,361 169,244
MERCER GLOBAL ADVISORS INC /ADV 2,170%112,676 117,868 THRIVENT FINANCIAL FOR LUTHERANS 87%17,235 2,580
CABANA LLC 60%111,348 295,645 MML INVESTORS SERVICES, LLC 6%16,906 252,430
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 13%103,243 874,520 DAVIDSON D A & CO 30%14,614 34,604
ENVESTNET ASSET MANAGEMENT INC 5%88,424 1,791,055 FORTE CAPITAL LLC /ADV 7%13,293 175,340
BLAIR WILLIAM & CO/IL 37%63,134 234,078 MORGAN STANLEY 0%11,600 2,454,382
NorthRock Partners, LLC 1,781%60,321 63,707 Heritage Trust Co sold8,206 0
UBS Group AG 5%59,331 1,236,558 Cutler Group LP 98%8,200 200
EP Wealth Advisors, Inc. bought57,699 57,699 Keeler THomas Management LLC 98%8,152 149
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 7%39,584 592,209 Manchester Capital Management LLC 10%7,946 69,027
WELLS FARGO & CO/MN 3%38,888 1,442,090 Evensky & Katz, Inc. 35%7,755 14,241
Redhawk Wealth Advisors, Inc. bought36,043 36,043 Advisor Group, Inc. 7%7,365 95,360
Magnus Financial Group LLC 120%28,816 52,916 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 1%7,342 616,552
Money Design Co.,Ltd. 10%28,246 298,116 KAYS FINANCIAL ADVISORY CORP /ADV 21%7,070 26,192
American Institute for Advanced Investment Management, LLP bought20,329 20,329 Kovitz Investment Group Partners, LLC 15%6,111 34,474
Texas Capital Bank Wealth Management Services Inc bought19,871 19,871 BBVA USA BANCSHARES INC 89%5,837 699
BHK Investment Advisors, LLC 20%19,578 116,803 ATRIA INVESTMENTS LLC 27%5,002 13,476
AE Wealth Management LLC 45%17,927 57,511 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors sold4,798 0
US BANCORP DE 48%17,869 55,084 LITTLE HOUSE CAPITAL LLC 30%4,624 11,032
Stokes Family Office, LLC bought17,829 17,829 Biltmore Capital Advisors LLC 7%4,561 64,016
Amerivest Investment Management LLC 1%17,373 2,646,557 Checchi Capital Advisers, LLC 42%4,419 6,091
Sawtooth Asset Management, Inc. 61%16,741 44,275 VANGUARD GROUP INC sold4,415 0
Private Advisor Group, LLC 11%15,708 158,649 Virtu Financial LLC sold3,888 0
HARBOR INVESTMENT ADVISORY, LLC bought15,490 15,490 Partnervest Advisory Services LLC sold3,710 0
Mutual Advisors, LLC 233%15,322 21,895 ROPES WEALTH ADVISORS LLC sold3,570 0
Raymond James Financial Services Advisors, Inc. 13%14,775 127,485 QUEST CAPITAL MANAGEMENT INC /ADV 3%3,308 91,729
SHAKESPEARE WEALTH MANAGEMENT, INC. 20%14,629 89,445 M&T BANK CORP sold3,273 0
BDO Wealth Advisors, LLC 170%13,037 20,701 UNIONBANCAL CORP 6%3,194 50,396
Provident Wealth Management, LLC bought12,946 12,946 BBK Capital Partners, LLC sold3,186 0
COMERICA SECURITIES,INC. bought12,751 12,751 WHITTIER TRUST CO 20%3,108 12,788
Burleson & Company, LLC 61%12,498 32,925 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 60%2,738 1,807
CAPITAL ONE, NATIONAL ASSOCIATION bought12,465 12,465 Black Diamond Financial, LLC 8%2,723 32,222
Houlihan Financial Resource Group, Ltd. bought12,139 12,139 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC sold2,506 0
Quaker Wealth Management, LLC bought12,111 12,111 RAYMOND JAMES & ASSOCIATES 2%2,438 149,766
Rockefeller Capital Management L.P. 173%11,491 18,134 Zions Bancorporation, N.A. 31%2,391 5,443
FormulaFolio Investments, LLC bought11,224 11,224 Bishop & Co Investment Management, LLC sold2,343 0
Petix & Botte Co bought10,794 10,794 NICOLET BANKSHARES INC 26%2,341 6,756
GRIMES & COMPANY, INC. bought10,655 10,655 DONALDSON CAPITAL MANAGEMENT, LLC 26%2,228 6,487
Merriman Wealth Management, LLC bought10,466 10,466 CONDOR CAPITAL MANAGEMENT 1%2,157 218,576
360 Financial, Inc. bought10,348 10,348 GOLUB GROUP LLC sold2,043 0
Legacy Wealth Planning, LLC bought9,519 9,519 PARAMETRIC PORTFOLIO ASSOCIATES sold2,010 0
Stratos Wealth Partners, LTD. 15,076%8,744 8,802 NORTHWEST WEALTH MANAGEMENT, LLC 15%2,002 11,558
Independent Advisor Alliance bought8,343 8,343 Well Done, LLC 4%2,001 46,841
FLAGSHIP HARBOR ADVISORS, LLC 195%8,169 12,354 Pennsylvania Trust Co sold1,944 0
PARK AVENUE SECURITIES LLC 36%7,842 29,533 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 9%1,853 18,395
Integrated Advisors Network LLC bought7,721 7,721 Vestmark Advisory Solutions, Inc. sold1,802 0
BENJAMIN F. EDWARDS & COMPANY, INC. 16%7,663 57,059 Sequoia Wealth Management, LLC sold1,798 0
CARY STREET PARTNER INVESTMENT ADVISORY LLC bought7,610 7,610 Cottage Street Advisors LLC sold1,796 0
LINCOLN NATIONAL CORP 3%7,544 248,276 TIAA, FSB 57%1,691 1,274
Portfolio Solutions bought7,340 7,340 TOCQUEVILLE ASSET MANAGEMENT LP 4%1,505 36,911
Adviser Investments LLC 6%6,949 118,945 BOENNING & SCATTERGOOD, INC. sold1,502 0
VERUS CAPITAL PARTNERS, LLC bought6,837 6,837 Foresight Wealth Management, LLC 38%1,490 2,441
AdvicePeriod, LLC 4%6,782 163,172 Sigma Planning Corp 5%1,488 29,704
Warren Averett Asset Management, LLC 1%6,694 547,199 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 8%1,474 17,594
Kingsview Wealth Management, LLC bought6,681 6,681 Pure Financial Advisors, Inc. 2%1,436 72,145
ANDERSON FISHER LLC bought6,512 6,512 UNITED CAPITAL FINANCIAL ADVISERS,INC. 7%1,376 19,140
Windsor Group LTD bought6,465 6,465 Pathway Financial Advisors LLC 10%1,257 11,743
J.W. COLE ADVISORS, INC. bought6,189 6,189 Towerpoint Wealth, LLC sold1,127 0
UMB BANK N A/MO 11%5,582 56,974 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0%1,032 417,306
KWMG, LLC 6%5,530 98,597 Goss Wealth Management LLC 6%1,029 15,937
Mariner Wealth Advisors, LLC 16%5,415 39,737 Nachman Norwood & Parrott, Inc 3%970 28,101
Financial Architects, Inc 156%5,336 8,754 Coconut Grove Bank 6%967 14,304
Opes Wealth Management LLC 154%5,097 8,404 Thor Advisors, LLC sold947 0
Bragg Financial Advisors, Inc 4%5,095 126,961 Multi-Financial Securities Corp 7%893 11,500
Renaissance Technologies(Jim Simons) 104%4,800 9,400 THOMPSON SIEGEL & WALMSLEY LLC 98%854 21
Wolff Financial Management LLC 14%4,793 38,715 Cresset Asset Management, LLC 22%804 2,793
Capital Square, LLC bought4,766 4,766 SVA Plumb Wealth Management, LLC 1%804 87,323
WMS Partners, LLC bought4,502 4,502 Laurel Wealth Advisors, Inc. 19%779 3,228
Center for Financial Planning, Inc. bought4,269 4,269 Relaxing Retirement Coach 1%768 97,603
Pacitti Group Inc. bought4,212 4,212 CX Institutional 3%758 24,824
H D Vest Advisory Services bought4,206 4,206 Johnson Financial Group, Inc. 2%723 32,725
Beacon Financial Advisory LLC bought4,190 4,190 Private Wealth Advisors, LLC 12%720 5,447
SNS Financial Group, LLC 5%4,177 90,157 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 7%690 9,361
Global Financial Private Capital, LLC 8%4,173 55,282 NORTHSTAR ASSET MANAGEMENT LLC 4%680 15,751
BROWN ADVISORY HOLDINGS INC 84%4,154 9,111 Bank of New York Mellon CORP 1%650 54,648
FINANCIAL COUNSELORS INC 40%4,113 14,500 Day & Ennis, LLC 3%618 19,577
LPL Financial CORP 1%4,047 549,903 ASSOCIATED BANC-CORP 5%594 11,391
COMMONWEALTH EQUITY SERVICES, LLC. 1%3,957 412,744 PHH Investments, Ltd. 1%532 60,723
Asset Management Group, Inc. 5%3,659 70,980 Patriot Financial Group Insurance Agency, LLC 60%516 346
S.A. Mason LLC bought3,640 3,640 Vectors Research Management, LLC 39%515 821
BCS Wealth Management bought3,608 3,608 Mosaic Family Wealth, LLC 3%514 19,893
Heartwood Wealth Advisors LLC bought3,533 3,533 PLANNING DIRECTIONS INC 3%506 14,061
Professional Financial Advisors, LLC bought3,319 3,319 WHALEROCK POINT PARTNERS, LLC 11%505 4,020
DAVENPORT & CO LLC 8%3,179 41,576 Cranbrook Wealth Management, LLC 1%499 78,022
FLC Capital Advisors bought2,974 2,974 NORTHWEST INVESTMENT COUNSELORS, LLC sold495 0
Strategic Wealth Partners Group LLC bought2,946 2,946 Archer Investment Corp 87%490 73
Merit Financial Group, LLC bought2,936 2,936 AdvisorNet Financial, Inc 3%481 16,979
Strategic Financial Group, LLC 55%2,846 8,012 SAGE FINANCIAL GROUP INC 0%451 123,013
Fund Evaluation Group, LLC bought2,758 2,758 Gladstone Institutional Advisory LLC 7%439 5,997
Platte River Wealth Advisors, LLC bought2,715 2,715 Vista Private Wealth Partners. LLC sold429 0
Financial Network 16%2,670 19,559 Hochman Cole Investment Advisors, Inc. 6%428 6,653
Perigon Wealth Management, LLC bought2,662 2,662 Ifrah Financial Services, Inc. 1%423 29,939
CIBC World Markets Inc. bought2,654 2,654 Bridgeworth, LLC 3%337 11,302
Buckingham Asset Management, LLC 36%2,602 9,793 OPTIMUM INVESTMENT ADVISORS 3%325 9,524
New England Professional Planning Group Inc. bought2,491 2,491 CWM, LLC 18%324 1,470
Zhang Financial LLC bought2,491 2,491 GREAT VALLEY ADVISOR GROUP, INC. 7%317 4,518
S&T BANK/PA bought2,464 2,464 ALESCO ADVISORS LLC 2%298 11,781
Western Wealth Management, LLC bought2,443 2,443 Total Wealth Planning, LLC 1%284 46,918
Massey, Quick & Co., LLC 33%2,345 9,385 Edge Capital Group, LLC 5%275 5,628
Verdence Capital Advisors LLC bought2,241 2,241 First Allied Advisory Services, Inc. 1%265 21,951
Klingman & Associates, LLC bought2,233 2,233 Csenge Advisory Group 10%264 2,467
BANK OF MONTREAL /CAN/ 17%2,178 14,653 Truvestments Capital LLC sold261 0
Burns Wealth Management, Inc. 4%2,050 60,015 ALPS ADVISERS INC 3%255 9,099
Global Strategic Investment Solutions, LLC bought2,023 2,023 FINANCIAL LIFE ADVISORS 3%247 7,355
THOROUGHBRED FINANCIAL SERVICES, LLC bought2,008 2,008 FDx Advisors, Inc. 4%246 6,635
Personal Capital Advisors Corp bought1,978 1,978 CREATIVE FINANCIAL DESIGNS INC /ADV 43%243 324
HighTower Advisors, LLC 12%1,949 18,495 Joseph P. Lucia & Associates, LLC 3%238 6,571
Benchmark Wealth Management, LLC bought1,946 1,946 CAPROCK Group, Inc. 1%229 30,378
SOL Capital Management CO 5%1,925 37,955 Asset Planning Services, Ltd. 1%226 20,884
HPM Partners LLC 7%1,886 30,101 CAMG Solamere Management, LLC 2%225 11,007
Koshinski Asset Management, Inc. bought1,881 1,881 HAMEL ASSOCIATES, INC. 1%201 34,747
We Are One Seven, LLC bought1,854 1,854 Carmichael Hill & Associates, Inc. 3%197 6,642
COMMERCE BANK N A/MO 4%1,843 43,317 CULBERTSON A N & CO INC 2%190 9,690
Newman Dignan & Sheerar, Inc. bought1,839 1,839 FORT PITT CAPITAL GROUP, LLC 7%179 2,552
Quadrant Capital Management, LLC 7%1,820 29,285 IHT Wealth Management, LLC 1%174 14,501
NORTHERN TRUST CORP 5%1,816 41,955 Gradient Investments LLC sold170 0
CREDIT SUISSE/ bought1,752 1,752 SMITHFIELD TRUST CO 1%148 11,250
Good Life Advisors, LLC bought1,749 1,749 Cedar Brook Financial Partners, LLC 1%144 13,164
Acorn Wealth Advisors, LLC bought1,738 1,738 RAYMOND JAMES TRUST CO 5%142 2,687
Ausdal Financial Partners, Inc. bought1,731 1,731 Tower Research Capital LLC 27%130 358
BLB&B Advisors, LLC bought1,725 1,725 Hanson McClain, Inc. 18%130 599
DOWLING & YAHNKE INC bought1,699 1,699 PFG Advisors 1%128 13,179
National Asset Management, Inc. bought1,692 1,692 Allred Capital Management, LLC 5%117 2,396
Nadler Financial Group, Inc. bought1,692 1,692 Lenox Wealth Advisors, Inc. sold110 0
BP WEALTH MANAGEMENT, LLC bought1,664 1,664 FARMERS & MERCHANTS INVESTMENTS INC 5%108 1,968
AMERITAS INVESTMENT CORP 12%1,634 14,822 OLD NATIONAL BANCORP /IN/ 0%102 49,118
DERBY & COMPANY, INC 2%1,608 82,812 Baker Ellis Asset Management LLC 2%100 4,785
TFG Advisers LLC bought1,586 1,586 Sequoia Financial Advisors, LLC 3%100 2,973
MONECO Advisors, LLC 20%1,582 9,557 USCA RIA LLC sold87 0
PROEQUITIES, INC. 155%1,484 2,440 LEVEL FOUR ADVISORY SERVICES, LLC 4%81 1,953
SPC Financial, Inc. 3%1,441 48,700 JNBA Financial Advisors 0%78 49,097
ATTICUS WEALTH MANAGEMENT, LLC bought1,435 1,435 Cribstone Capital Management, LLC 23%68 232
LWS Wealth Advisors, Inc. bought1,405 1,405 WAYNE HUMMER INVESTMENTS L.L.C. 3%59 1,855
Strategic Investment Advisors / MI 40%1,391 4,870 BANK OF HAWAII 0%55 20,681
WoodTrust Financial Corp 2%1,367 84,210 Pensionmark Financial Group, LLC 1%55 4,234
ROOF EIDAM & MAYCOCK/ADV 2%1,345 72,430 Winthrop Advisory Group LLC 2%54 2,211
STEPHENS INC /AR/ 22%1,331 7,297 Evanson Asset Management, LLC 3%54 1,855
Spearhead Capital Advisors, LLC 1%1,294 96,400 Capital Investment Advisory Services, LLC 2%52 2,363
TSFG, LLC bought1,285 1,285 PITTENGER & ANDERSON INC 0%50 40,600
Lake Point Wealth Management bought1,280 1,280 Horan Securities, Inc. sold45 0
Engrave Wealth Partners LLC bought1,255 1,255 Glenview Trust Co 0%41 8,208
ERn Financial, LLC 55%1,247 3,500 YorkBridge Wealth Partners, LLC 2%39 1,912
Paradigm Financial Partners, LLC 33%1,223 4,958 Strategic Advisors LLC 2%37 1,975
COLONY GROUP LLC 3%1,169 39,499 BRIGHTON JONES LLC 0%34 7,191
FIFTH THIRD BANCORP 1%1,163 88,467 VALLEY NATIONAL ADVISERS INC sold32 0
DUNCKER STREETT & CO INC bought1,156 1,156 Advisory Alpha, LLC sold28 0
Capital Advantage, Inc. 1%1,145 123,059 Bigelow Investment Advisors, LLC 1%25 2,996
FIRST UNITED BANK TRUST/ 8%1,108 14,637 WALLER FINANCIAL PLANNING GROUP, INC 0%25 7,006
McKinley Carter Wealth Services, Inc. bought1,082 1,082 WEALTHSOURCE PARTNERS, LLC 0%18 4,310
Firestone Capital Management bought1,000 1,000 Taylor Hoffman Wealth Management 1%17 2,443
Belpointe Asset Management LLC bought987 987 Stearns Financial Services Group sold17 0
Lakeview Capital Partners, LLC bought922 922 ARGI Investment Services, LLC 0%16 13,207
MONETA GROUP INVESTMENT ADVISORS INC 1%908 72,439 SYNOVUS FINANCIAL CORP 1%15 1,796
Regal Investment Advisors, LLC 4%907 26,566 Meridian Wealth Management, LLC 1%10 1,877
Orion Portfolio Solutions, LLC bought907 907 Krasney Financial LLC 0%10 25,820
BRIDGES INVESTMENT MANAGEMENT INC 45%886 2,851 Global Wealth Management Investment Advisory, Inc. 27%8 22
Advisory Services Network, LLC 29%882 3,953 Simmons Bank 0%7 27,891
180 WEALTH ADVISORS, LLC 20%870 5,219 Symmetry Partner, LLC 0%7 116,097
EATON VANCE MANAGEMENT 8%850 10,954 Valeo Financial Advisors, LLC 0%6 1,715
JOHNSON INVESTMENT COUNSEL INC 14%827 6,761 JRM Investment Counsel, LLC 0%6 2,533
Interactive Financial Advisors bought827 827 Essex Savings Bank 0%4 6,124
Plante Moran Financial Advisors Ltd Partnership bought807 807 Tower View Investment Management & Research LLC 5%2 36
Steward Partners Investment Advisory, LLC 9%807 9,492 REGIONS FINANCIAL CORP 0%2 3,644
Covenant Multifamily Offices, LLC 12%795 7,573 Front Row Advisors LLC no change 100
IFG Advisory, LLC 30%782 3,389 Founders Capital Management no change 46
Alpha Omega Wealth Management LLC 7%777 11,717 Providence Capital Advisors, LLC no change 44
Clear Harbor Asset Management, LLC 12%750 7,132 Barnett & Company, Inc. no change 100
JMG Financial Group, Ltd. 6%722 13,710 D'Orazio & Associates, Inc. no change 22
PSI Advisors, LLC bought718 718 Main Management LLC no change 23
Sowell Financial Services LLC 64%712 1,818 Asset Dedication, LLC no change 50
SIGNATUREFD, LLC 126%708 1,271 Parkside Financial Bank & Trust no change 63
Ellevest, Inc. 21%704 4,074 1 NORTH WEALTH SERVICES LLC no change 54
Chevy Chase Trust Holdings, Inc. bought698 698 Pacific Center for Financial Services no change 57
HIGHLAND CAPITAL MANAGEMENT CORP 1%696 71,678 COUNTRY TRUST BANK no change 68
CBIZ Investment Advisory Services, LLC bought688 688 Capital Analysts, Inc. no change 143
Ledyard National Bank 1%663 81,848 Summit Investment Advisors, Inc. no change 88
Cornerstone Wealth Management, LLC 7%656 9,594 McIlrath & Eck, LLC no change 88
GOLDMAN SACHS GROUP INC 2%655 32,564 Lubar & Co., Inc no change 26,360
PRUDENTIAL CORP PLC 17%640 4,440 Cornerstone Advisory, LLP no change 2,411
Prospera Financial Services 31%588 2,467 HOWLAND CAPITAL MANAGEMENT INC no change 9,020
Selective Wealth Management bought576 576 Gemmer Asset Management LLC no change 9,000
AIMZ Investment Advisors, LLC 4%564 13,111 Paragon Capital Management Ltd no change 8,200
EPG Wealth Management LLC bought554 554 WHITTIER TRUST CO OF NEVADA INC no change 8,130
Chicago Partners Investment Group LLC 1%491 46,326 QUADRANT CAPITAL GROUP LLC no change 10,379
Carolina Wealth Advisors, LLC bought480 480 Ballentine, Finn & Company, Inc. no change 10,719
TCF National Bank 24%475 2,433 Hall Kathryn A. no change 12,000
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 2%436 23,879 Biltmore Family Office, LLC no change 12,882
Wealthcare Advisory Partners LLC 152%430 713 Angeles Investment Advisors, LLC no change 10,895
Certified Advisory Corp 9%425 4,937 Windham Capital Management, LLC no change 7,500
Capital Asset Advisory Services LLC bought404 404 Capital Advisors, Ltd. LLC no change 7,008
LEAVELL INVESTMENT MANAGEMENT, INC. 1%396 60,350 HUNTINGTON NATIONAL BANK no change 1
Plancorp, LLC 10%390 4,314 Sandy Spring Bank no change 11
Financial Advocates Investment Management 5%389 8,374 MEEDER ASSET MANAGEMENT INC no change 12
Sterling Investment Advisors, Ltd. bought388 388 Aspire Private Capital, LLC no change 1
BIDWELL C M & ASSOCIATES LTD/ 46%383 1,221 Connecticut Wealth Management, LLC no change 4,485
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 18%380 2,472 M&R CAPITAL MANAGEMENT INC no change 615
TCI Wealth Advisors, Inc. 43%368 1,229 Rex Capital Advisors, LLC no change 5,373
Homrich & Berg 2%367 17,157 Ironsides Asset Advisors, LLC no change 26,986
Vigilant Capital Management, LLC 36%355 1,355 Stewardship Financial Advisors, LLC no change 14
Foster Victor Wealth Advisors, LLC 5%349 7,919 GARRISON POINT ADVISORS, LLC no change 3,955
Covington Capital Management 62%340 890 Scott & Selber, Inc. no change 3,000
Ford Financial Group, Inc. 10%332 3,497 MCF Advisors LLC no change 1,816
Cox Capital Co LLC bought330 330 OBERMEYER ASSET MANAGEMENT CO no change 3,000
Argent Trust Co 2%307 16,749 Livingston Group Asset Management CO (operating as Southport Capital Management) no change 1,938
Crestwood Advisors LLC 10%302 3,240 Meristem, LLP no change 2,794
White Lighthouse Investment Management Inc. 1%301 28,689 BERKSHIRE ASSET MANAGEMENT INC/PA no change 1,809
Braun-Bostich & Associates Inc. bought288 288 Busey Trust CO no change 3,060
Anfield Capital Management, LLC bought288 288 First National Bank of Mount Dora, Trust Investment Services no change 7,674
Kovack Advisors, Inc. 6%282 4,995 ATWOOD & PALMER INC no change 1,490
CENTAURUS FINANCIAL, INC. 8%282 3,746 Coastal Capital Group, Inc. no change 1,592
CAPITAL WEALTH MANAGEMENT, LLC 4%273 7,380 WETHERBY ASSET MANAGEMENT INC no change 1,769
Aptus Capital Advisors, LLC bought263 263 Brown Advisory Securities, LLC no change 2,000
Dougherty Wealth Advisers LLC 1%262 20,234 Lido Advisors, LLC no change 2,063
Acropolis Investment Management, LLC 3%246 7,609 Harborview Advisors, LLC no change 2,329
STALEY CAPITAL ADVISERS INC 2%234 11,439 FIRST MANHATTAN CO no change 2,314
Tillar-Wenstrup Advisors, LLC 1%232 34,173 Veritable, L.P. no change 2,700
Beacon Pointe Advisors, LLC 3%230 8,411 NEW YORK LIFE INVESTMENT MANAGEMENT LLC no change 2,418
Global Retirement Partners, LLC 20%230 1,403 Nikulski Financial, Inc. no change 2,433
Baystate Wealth Management LLC 15%211 1,585 Pathstone Family Office, LLC no change 2,303
WRAPMANAGER INC 2%208 11,380 TrinityPoint Wealth, LLC no change 2,286
Crescent Grove Advisors, LLC 8%205 2,637 Buckley Wealth Management, LLC no change 2,071
Institute for Wealth Management, LLC. bought203 203 MOGY JOEL R INVESTMENT COUNSEL INC no change 2,160
CXI Advisors bought202 202 Cable Hill Partners, LLC no change 2,760
COURIER CAPITAL CORP 9%200 2,529 Maryland Capital Management, LLC no change 2,260
Millburn Ridgefield Corp 1%196 27,807 BESSEMER GROUP INC no change 1,390
Taylor, Cottrill, Erickson & Associates, Inc. 1%194 24,339 Sonora Investment Management, LLC no change 1,354
Patriot Investment Management Inc. 2%193 12,877 Ironwood Wealth Management, llc no change 369
BALLAST ADVISORS LLC bought191 191 Cordasco Financial Network no change 355
Oliver Luxxe Assets LLC 3%184 5,923 ENTERPRISE FINANCIAL SERVICES CORP no change 381
SeaCrest Wealth Management, LLC 2%169 6,984 BerganKDV Wealth Management, LLC no change 440
TPG Financial Advisors, LLC 2%159 6,568 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 475
Procyon Private Wealth Partners, LLC bought155 155 Community Bank, N.A. no change 354
MidWestOne Financial Group, Inc. 3%153 5,692 Calamos Wealth Management LLC no change 3,780
GIRARD PARTNERS LTD. 0%148 34,847 TRUST CO OF VERMONT no change 207
STIFEL FINANCIAL CORP 65%145 369 PINNACLE FINANCIAL PARTNERS INC no change 3,972
Brickley Wealth Management 0%143 84,507 Kistler-Tiffany Companies, LLC no change 234
ETRADE Capital Management LLC 22%131 716 LS Investment Advisors, LLC no change 321
Horizon Investment Services, LLC 5%131 2,683 FinTrust Capital Advisors, LLC no change 488
Lutz Financial Services LLC 0%127 27,646 REILLY FINANCIAL ADVISORS, LLC no change 520
Hubbell Strickland Wealth Management, LLC 4%125 2,919 First PREMIER Bank no change 978
Maltin Wealth Management, Inc. bought123 123 TRUEWEALTH LLC no change 924
FIRST AMERICAN TRUST CO 0%118 62,494 Brand Asset Management Group, Inc. no change 990
First Personal Financial Services bought113 113 Legacy Bridge, LLC no change 1,085
Moors & Cabot, Inc. 5%108 2,211 Winslow, Evans & Crocker, Inc. no change 1,332
Voya Financial Advisors, Inc. 1%108 21,268 Carroll Financial Associates, Inc. no change 903
MorganRosel Wealth Management, LLC 1%105 18,893 SONATA CAPITAL GROUP INC no change 3,300
HCR Wealth Advisors bought87 87 Berman Capital Advisors, LLC no change 650
TRUSTCORE FINANCIAL SERVICES, LLC 7%86 1,379 SHINE INVESTMENT ADVISORY SERVICES INC no change 651
Pacifica Partners Inc. bought86 86 BKD Wealth Advisors, LLC no change 3,540
ROWLAND CARMICHAEL ADVISORS INC /ADV bought84 84 Pinnacle Bank no change 790
Kore Private Wealth LLC bought81 81 SALEM INVESTMENT COUNSELORS INC no change 155
Financial Advisory Service, Inc. 0%81 39,913
Atlas Brown,Inc. 0%75 17,564
CITIGROUP INC 0%72 16,035
Truepoint, Inc. 1%66 8,335
Emerald Investment Partners, LLC 0%60 19,914
Aberdeen Wealth Management LLC bought60 60
PACIFIC SUN FINANCIAL CORP 1%50 9,325
Yale Capital CORP 0%47 42,138
Sowa Financial Group, Inc. bought46 46
GAMBLE JONES INVESTMENT COUNSEL 1%46 3,511
Cetera Investment Advisers 0%45 20,850
NWAM LLC 1%42 4,608
Integrated Wealth Concepts LLC 1%42 3,348
CNB Bank 160%40 65
HORIZON BANCORP /IN/ bought37 37
MYCIO WEALTH PARTNERS, LLC 1%35 5,331
FCG ADVISORS, LLC 1%34 2,819
Paradigm Financial Advisors, LLC 1%31 5,288
FMR LLC 311%28 37
Northeast Financial Consultants Inc 0%27 17,224
Hanson Investment Management 7%27 440
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought26 26
WP Advisors, LLC 1%24 3,351
Kendall Capital Management 1%24 4,054
King Wealth Management Group, LLC 0%24 9,583
IFP Advisors, Inc 0%22 7,089
Baldwin Investment Management, LLC 0%20 6,690
Affiance Financial, LLC bought20 20
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 0%19 24,948
Total Clarity Wealth Management, Inc. bought18 18
Raab & Moskowitz Asset Management LLC bought17 17
Independence Advisors, LLC bought17 17
First Heartland Consultants, Inc. 1%17 2,383
Prime Capital Investment Advisors, LLC 1%16 1,465
Alexandria Capital, LLC 1%16 3,061
Wells Trecaso Financial Group, LLC 0%15 8,853
F3Logic, LLC 1%14 2,240
CWA Asset Management Group, LLC 1%13 1,809
SMITH, MOORE & CO. 1%13 2,452
Parallel Advisors, LLC 1%12 841
Regal Wealth Group, Inc. bought11 11
BRONFMAN E.L. ROTHSCHILD, L.P. 0%10 2,487
OGOREK ANTHONY JOSEPH /NY/ /ADV bought8 8
Larson Financial Group LLC 6%8 134
HAVERFORD TRUST CO 0%8 3,093
Jackson, Grant Investment Advisers, Inc. 1%7 937
Financial Gravity Wealth, Inc. 4%7 180
Coastal Investment Advisors, Inc. 11%6 63
FC Advisory LLC 0%6 2,599
Wambolt & Associates, LLC 0%5 3,429
Jacobi Capital Management LLC 1%5 801
Gs Investments, Inc. bought5 5
TIEMANN INVESTMENT ADVISORS, LLC 0%4 9,993
AJ WEALTH STRATEGIES, LLC 0%3 2,493
East Coast Asset Management, LLC. 0%3 11,655
Tortoise Investment Management, LLC 11%3 30
North Star Investment Management Corp. 0%3 1,651
BENJAMIN EDWARDS INC 2%3 130
TD Capital Management LLC 1%2 326
LifePlan Financial Group, Inc 1%2 197
Global Trust Asset Management, LLC 2%2 87
Bangor Savings Bank 0%2 15,649
Prestige Wealth Management Group LLC bought1 1
Ellis Investment Partners, LLC 1%1 138
ProVise Management Group, LLC 0%1 44,133
LIBERTY WEALTH MANAGEMENT LLC 2%1 62
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