Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
VANGUARD MID-CAP GRO   (ticker: VOT)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 22,702,512
Previous Holdings: 14,438,109
Change: 57.24%
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 bought2,392,070 2,392,070 JONES FINANCIAL COMPANIES LLLP 99%362,477 2,076
BANK OF AMERICA CORP /DE/ bought2,199,652 2,199,652 LINCOLN NATIONAL CORP 94%156,699 10,079
BB&T CORP bought367,740 367,740 Truepoint, Inc. 10%87,428 777,876
ROYAL BANK OF CANADA bought287,360 287,360 Community Financial Services Group, LLC 69%74,679 33,428
Parcion Private Wealth LLC bought233,647 233,647 Hanson McClain, Inc. 21%40,795 158,160
AMERIPRISE FINANCIAL INC bought220,817 220,817 Janney Montgomery Scott LLC 64%37,989 20,960
Money Design Co.,Ltd. bought209,516 209,516 Magnus Financial Group LLC 77%31,442 9,473
WELLS FARGO & CO/MN 18%177,703 1,159,629 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 36%28,000 50,161
Fulcrum Capital LLC bought127,177 127,177 LPL Financial CORP 5%19,259 356,001
Praetorian Wealth Management, Inc. bought75,217 75,217 Arrow Investment Advisors, LLC sold16,361 0
ERTS Wealth Advisors, LLC bought71,947 71,947 CONGRESS ASSET MANAGEMENT CO /MA sold15,778 0
Bragg Financial Advisors, Inc bought71,402 71,402 DAVIDSON D A & CO 48%14,858 15,962
Vectors Research Management, LLC bought66,897 66,897 Financial Engines Advisors L.L.C. 56%9,246 7,296
HNP Capital LLC bought63,739 63,739 First Allied Advisory Services, Inc. 35%9,145 17,219
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 7%53,444 782,071 Royal Fund Management, LLC sold8,798 0
Raymond James Financial Services Advisors, Inc. 85%48,907 106,381 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV sold8,012 0
Cranbrook Wealth Management, LLC bought45,475 45,475 UMB BANK N A/MO 20%7,784 30,507
Equitable Holdings, Inc. bought43,500 43,500 Mosaic Family Wealth, LLC 14%7,400 47,353
FormulaFolio Investments, LLC 388%42,502 53,459 UNIONBANCAL CORP 22%6,571 23,350
Paragon Wealth Strategies, LLC bought42,156 42,156 Susquehanna International Group, LLP 20%6,297 25,691
CX Institutional 148,552%40,109 40,136 SYNOVUS FINANCIAL CORP 20%6,265 25,810
STEPHENS GROUP ASSET MANAGEMENT, LLC 8%34,594 465,501 Creative Planning 8%5,732 61,837
Colonial Asset Management, Inc. bought34,531 34,531 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1%5,692 418,259
Jacobi Capital Management LLC 12,751%32,004 32,255 HighTower Advisors, LLC 23%5,674 18,919
Q3 Asset Management bought31,709 31,709 EP Wealth Advisors, Inc. 8%5,355 59,828
Spearhead Capital Advisors, LLC 33%28,666 114,573 UBS Group AG 0%5,202 1,318,261
SRS Capital Advisors, Inc. bought28,540 28,540 MidWestOne Financial Group, Inc. sold4,435 0
GOLDMAN SACHS GROUP INC bought24,452 24,452 Cetera Investment Advisers 11%4,104 33,772
NORTHERN TRUST CORP bought24,211 24,211 Buckingham Asset Management, LLC 30%3,526 8,418
Sawtooth Asset Management, Inc. bought23,859 23,859 Amerivest Investment Management LLC 2%3,506 145,962
Adviser Investments LLC 26%18,446 90,138 White Lighthouse Investment Management Inc. 15%2,851 15,942
Aurum Wealth Management Group, LLC bought16,581 16,581 Integrated Investment Consultants, LLC 13%2,701 18,472
LEAVELL INVESTMENT MANAGEMENT, INC. 263%16,266 22,441 Williams Jones Wealth Management, LLC. 58%2,583 1,879
Simmons Bank bought16,022 16,022 US BANCORP DE 7%2,536 31,375
Fusion Capital, LLC bought15,157 15,157 Bridgeworth, LLC 24%2,535 7,861
MASSMUTUAL TRUST CO FSB/ADV 46%14,192 44,957 Connecticut Wealth Management, LLC 3%2,423 78,913
JMG Financial Group, Ltd. 320%13,840 18,168 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 6%2,418 37,551
Orgel Wealth Management, LLC 24%12,898 67,341 Bank of New York Mellon CORP 15%2,375 13,790
Mutual Advisors, LLC bought12,792 12,792 BSC PRIVATE WEALTH MANAGEMENT, LLC 16%2,260 11,754
QUADRANT CAPITAL GROUP LLC bought11,773 11,773 PAPP L ROY & ASSOCIATES 21%2,192 8,054
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought11,108 11,108 OLD NATIONAL BANCORP /IN/ 6%2,186 36,441
Morningstar Investment Services, Inc. 7%10,934 164,378 Csenge Advisory Group sold2,018 0
Goss Wealth Management LLC 72%10,924 26,117 Winch Advisory Services, LLC 93%1,936 138
PNC FINANCIAL SERVICES GROUP INC 1%10,813 944,837 PBWM Holdings, LLC 23%1,890 6,322
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 14%10,764 89,729 JUNCTURE WEALTH STRATEGIES, LLC 6%1,820 29,723
Hall Kathryn A. bought10,298 10,298 Ledyard National Bank 4%1,815 40,002
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought10,148 10,148 WALLER FINANCIAL PLANNING GROUP, INC 16%1,660 8,725
Pinnacle Family Advisors, LLC bought9,970 9,970 CAPITAL ONE FINANCIAL CORP 20%1,642 6,528
Private Capital Group, LLC 8%9,728 130,955 3D ASSET MANAGEMENT INC 19%1,619 7,125
FLOW TRADERS U.S. LLC bought9,710 9,710 IBERIABANK CORP 28%1,615 4,093
WoodTrust Financial Corp 15%9,375 70,530 Sontag Advisory, LLC sold1,613 0
Princeton Global Asset Management LLC bought9,000 9,000 COMMONWEALTH EQUITY SERVICES, LLC. 0%1,589 331,886
COMERICA SECURITIES,INC. bought8,463 8,463 Cornerstone Advisory, LLP 56%1,585 1,269
PLANNING DIRECTIONS INC bought8,206 8,206 Independence Advisors, LLC 99%1,550 14
Renaissance Technologies(Jim Simons) bought7,600 7,600 Paradigm Financial Partners, LLC sold1,550 0
COZAD ASSET MANAGEMENT INC bought7,145 7,145 Frontier Wealth Management LLC 19%1,483 6,446
Sowell Financial Services LLC 618%7,016 8,151 BRADLEY FOSTER & SARGENT INC/CT sold1,477 0
KWMG, LLC 8%6,724 87,757 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC sold1,434 0
FIERA SCEPTRE INC. bought6,450 6,450 BOYS ARNOLD & CO INC sold1,358 0
Regal Investment Advisors, LLC 43%6,393 21,146 STEPHENSON NATIONAL BANK & TRUST 27%1,255 3,411
Ziegler Capital Management, LLC bought6,189 6,189 TCI Wealth Advisors, Inc. sold1,187 0
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought5,975 5,975 Financial Advisory Service, Inc. 8%1,168 14,131
Northwest Bancshares, Inc. bought5,336 5,336 55I, LLC 30%1,141 2,602
CAPTRUST FINANCIAL ADVISORS 117%5,224 9,684 CONDOR CAPITAL MANAGEMENT 1%1,061 91,072
FDx Advisors, Inc. bought4,979 4,979 Black Diamond Financial, LLC 10%1,038 9,670
AE Wealth Management LLC 17%4,925 33,638 CBIZ Investment Advisory Services, LLC sold1,037 0
Zions Bancorporation, N.A. bought4,852 4,852 QCI ASSET MANAGEMENT INC/NY sold1,000 0
Cornerstone Wealth Management, LLC bought4,785 4,785 Relaxing Retirement Coach 11%975 7,865
PARK AVENUE SECURITIES LLC bought4,584 4,584 VERUS CAPITAL PARTNERS, LLC 19%949 3,984
Keeler THomas Management LLC bought4,451 4,451 IEQ CAPITAL, LLC 17%916 4,365
BENJAMIN F. EDWARDS & COMPANY, INC. 9%4,415 53,019 Welch Group, LLC sold872 0
ENVESTNET ASSET MANAGEMENT INC 0%4,285 983,290 Lakeview Capital Partners, LLC 82%810 174
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2%4,261 243,215 ASSOCIATED BANC-CORP 8%752 8,598
XML Financial, LLC bought4,141 4,141 Financial Advocates Investment Management 6%748 11,937
ROMAN BUTLER FULLERTON & CO bought4,040 4,040 ETRADE Capital Management LLC 40%728 1,074
MML INVESTORS SERVICES, LLC 3%3,871 120,978 Multi-Financial Securities Corp 14%728 4,636
Rockbridge Investment Management, LCC bought3,765 3,765 Ifrah Financial Services, Inc. 3%726 24,930
Bishop & Co Investment Management, LLC bought3,491 3,491 HIGHLAND CAPITAL MANAGEMENT CORP 1%707 53,317
360 Financial, Inc. 22%3,395 18,952 Atlantic Trust Group, LLC 3%699 21,890
Checchi Capital Advisers, LLC 58%3,387 9,184 Rockefeller Capital Management L.P. 4%693 14,795
BROWN ADVISORY HOLDINGS INC bought3,380 3,380 OPTIMUM INVESTMENT ADVISORS 37%690 1,188
Ridgewood Investments LLC bought3,364 3,364 AdvisorNet Financial, Inc 8%658 7,373
Heritage Wealth Advisors bought3,337 3,337 Redhawk Wealth Advisors, Inc. 5%652 12,438
SAGE FINANCIAL GROUP INC 9%3,320 39,844 IFP Advisors, Inc 32%651 1,362
QP WEALTH MANAGEMENT, LLC bought3,262 3,262 COLONY GROUP LLC 2%610 25,462
Compton Wealth Advisory Group, LLC bought3,245 3,245 BLAIR WILLIAM & CO/IL 1%579 50,319
JANE STREET GROUP, LLC bought3,234 3,234 DFPG INVESTMENTS, INC. 14%565 3,392
SkyOak Wealt, LLC bought3,221 3,221 Windsor Group LTD 9%546 5,591
HBW Advisory Services LLC bought3,185 3,185 NICOLET ADVISORY SERVICES, LLC 7%541 6,763
Harborview Advisors, LLC 72%3,046 7,277 Koshinski Asset Management, Inc. 12%497 3,725
Voya Financial Advisors, Inc. bought3,029 3,029 Manchester Capital Management LLC 3%454 17,528
RSM US WEALTH MANAGEMENT LLC bought3,016 3,016 AMERITAS INVESTMENT CORP 11%449 3,579
Petix & Botte Co 100%2,854 5,708 Triton Wealth Management, PLLC 8%435 4,694
NorthRock Partners, LLC bought2,606 2,606 Krasney Financial LLC 2%425 18,853
GIRARD PARTNERS LTD. bought2,580 2,580 FIRST NATIONAL BANK OF OMAHA 23%405 1,375
J P MORGAN CHASE & CO 31%2,529 10,812 SVA Plumb Wealth Management, LLC 1%404 64,450
N.E.W. Advisory Services LLC bought2,377 2,377 Wealthcare Advisory Partners LLC sold363 0
Summit Financial Strategies, Inc. bought2,268 2,268 Patriot Financial Group Insurance Agency, LLC 75%357 120
Strategic Investment Advisors, Inc bought2,261 2,261 SMITHFIELD TRUST CO 9%349 3,456
Betterment LLC 11%2,209 21,720 IHT Wealth Management, LLC 4%346 7,730
FIFTH THIRD BANCORP 9%2,204 27,835 DAVENPORT & CO LLC 9%345 3,302
TSFG, LLC 24%2,173 11,253 Cedar Brook Financial Partners, LLC 8%313 3,722
Gladstone Institutional Advisory LLC bought2,160 2,160 Advisory Alpha, LLC sold300 0
Neuberger Berman Group LLC bought2,077 2,077 Community Bank, N.A. 49%300 309
Advisory Services Network, LLC bought2,016 2,016 Mathes Company, Inc. 4%300 7,020
AMI INVESTMENT MANAGEMENT INC bought2,000 2,000 EPG Wealth Management LLC sold291 0
COMMERCE BANK N A/MO 8%2,000 27,465 Cox Capital Co LLC sold290 0
Global Financial Private Capital, LLC 5%1,898 40,957 Institute for Wealth Management, LLC. 9%289 3,078
AMG National Trust Bank bought1,863 1,863 Wells Trecaso Financial Group, LLC 4%281 6,234
Financial Network 9%1,848 22,237 Global Retirement Partners, LLC 21%258 946
BHK Investment Advisors, LLC 2%1,835 91,033 CITIGROUP INC 2%258 16,685
Paul John Balson bought1,833 1,833 Retirement Network sold239 0
Beacon Pointe Advisors, LLC bought1,748 1,748 Archford Capital Strategies, LLC 10%235 2,089
STIFEL FINANCIAL CORP bought1,721 1,721 WRAPMANAGER INC 4%233 5,398
Total Wealth Planning, LLC 7%1,687 27,102 Nachman Norwood & Parrott, Inc 4%231 5,209
BESSEMER GROUP INC 4%1,670 39,861 NORTHWEST WEALTH MANAGEMENT, LLC 8%228 2,659
Stratos Wealth Advisors, LLC bought1,629 1,629 MERCER GLOBAL ADVISORS INC /ADV 12%217 1,666
Paradigm Financial Advisors, LLC 11%1,615 16,569 MOTCO sold211 0
GREAT VALLEY ADVISOR GROUP, INC. bought1,608 1,608 VALLEY NATIONAL ADVISERS INC 81%210 50
BOENNING & SCATTERGOOD, INC. bought1,577 1,577 Key FInancial Inc sold204 0
HAVERFORD TRUST CO bought1,574 1,574 JNBA Financial Advisors 3%202 7,068
YCMNET ADVISORS INC bought1,550 1,550 Legacy Bridge, LLC 23%200 675
H D Vest Advisory Services 36%1,504 5,632 Pure Financial Advisors, Inc. 3%194 5,729
Dynamic Advisors Solutions LLC bought1,485 1,485 REGIONS FINANCIAL CORP 4%181 3,983
Meridian Wealth Advisors, LLC bought1,456 1,456 PROEQUITIES, INC. 12%175 1,249
SILVERCREST ASSET MANAGEMENT GROUP LLC bought1,450 1,450 WASHINGTON TRUST CO 36%164 293
Asset Management Group, Inc. 13%1,429 12,353 BRONFMAN E.L. ROTHSCHILD, L.P. 10%162 1,451
FRANKLIN RESOURCES INC bought1,395 1,395 Bernardo Wealth Planning LLC 5%161 2,928
PFG Advisors bought1,379 1,379 McNamara Financial Services, Inc. 3%160 4,995
SALEM INVESTMENT COUNSELORS INC bought1,343 1,343 BDO Wealth Advisors, LLC 18%159 702
Homrich & Berg bought1,321 1,321 SPC Financial, Inc. 0%150 35,895
PSI Advisors, LLC bought1,307 1,307 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1%131 13,738
CAPITAL MANAGEMENT CORP /VA bought1,305 1,305 Western Wealth Management, LLC 2%104 4,661
PACIFIC SUN FINANCIAL CORP bought1,300 1,300 CAPROCK Group, Inc. 1%100 14,751
Private Portfolio Partners LLC bought1,299 1,299 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9%100 975
Paracle Advisors, LLC bought1,293 1,293 ERn Financial, LLC 1%92 10,669
MATHER GROUP, INC. bought1,292 1,292 Klingman & Associates, LLC 4%91 2,052
QUEST CAPITAL MANAGEMENT INC /ADV bought1,274 1,274 Burleson & Company, LLC 2%82 4,598
ARGI Investment Services, LLC bought1,266 1,266 Emerald Investment Partners, LLC 1%80 5,770
FLAGSHIP HARBOR ADVISORS, LLC 24%1,256 6,531 Ellevest, Inc. sold75 0
FCG ADVISORS, LLC bought1,255 1,255 Glenview Trust Co 1%69 6,009
TELEMUS CAPITAL, LLC bought1,251 1,251 First Command Financial Services, Inc. sold67 0
Private Advisor Group, LLC 1%1,231 84,448 First Command Bank sold67 0
Virtu Financial LLC bought1,224 1,224 NEXT Financial Group, Inc 0%62 13,761
Apollon Wealth Management, LLC bought1,216 1,216 Archer Investment Corp sold58 0
National Asset Management, Inc. 15%1,134 8,950 Massey, Quick & Co., LLC 1%58 4,141
Cutler Group LP bought1,099 1,099 Sandy Spring Bank 39%57 89
WSFS CAPITAL MANAGEMENT, LLC 1%1,061 72,438 Foresight Wealth Management, LLC 3%53 1,839
We Are One Seven, LLC 12%918 8,552 Pacitti Group Inc. 93%51 4
RAYMOND JAMES & ASSOCIATES 1%906 123,431 Winthrop Advisory Group LLC 3%50 1,540
HALLMARK CAPITAL MANAGEMENT INC 8%903 12,920 BP WEALTH MANAGEMENT, LLC sold50 0
MONETA GROUP INVESTMENT ADVISORS INC 1%899 62,467 PITTENGER & ANDERSON INC 0%50 28,205
HARBOR INVESTMENT ADVISORY, LLC 8%869 11,246 TPG Financial Advisors, LLC 1%45 5,996
Southern Wealth Management, LLP 6%845 15,397 MCMILLION CAPITAL MANAGEMENT INC sold38 0
Family Management Corp 72%833 1,983 LWS Wealth Advisors, Inc. 2%35 1,853
BROWN BROTHERS HARRIMAN & CO bought800 800 Hochman Cole Investment Advisors, Inc. 0%30 8,435
Wolff Financial Management LLC 2%781 35,168 Allred Capital Management, LLC 1%28 2,786
Argent Trust Co 9%739 9,055 YorkBridge Wealth Partners, LLC 1%25 2,026
GHP Investment Advisors, Inc. 2%718 39,469 Brand Asset Management Group, Inc. 2%19 1,002
Edmonds Duncan Registered Investment Advisors, LLC 6%695 12,798 Johnson Financial Group, Inc. 20%18 71
Mariner Wealth Advisors, LLC 2%669 35,919 PINNACLE FINANCIAL PARTNERS INC 0%15 5,425
STEPHENS INC /AR/ 24%663 3,476 HARVEST GROUP WEALTH MANAGEMENT, LLC 12%14 103
Warren Averett Asset Management, LLC 0%604 341,195 Stewardship Financial Advisors, LLC sold12 0
Taylor Hoffman Wealth Management bought601 601 D'Orazio & Associates, Inc. sold11 0
Capital Investment Advisory Services, LLC 3,047%579 598 Global Wealth Management Investment Advisory, Inc. 78%7 2
Capital Financial Planning, LLC 33%557 2,258 Financial Gravity Wealth, Inc. 5%7 132
Joseph P. Lucia & Associates, LLC 5%521 10,605 Capital Square, LLC 0%5 3,110
FINANCIAL COUNSELORS INC 12%512 4,676 WAYNE HUMMER INVESTMENTS L.L.C. 0%4 2,073
Noven Financial Group, Inc. 2%502 27,320 GRIMES & COMPANY, INC. 0%4 4,978
Carroll Financial Associates, Inc. 10%494 5,500 Larson Financial Group LLC 8%3 33
Perigon Wealth Management, LLC 10%486 5,391 ATTICUS WEALTH MANAGEMENT, LLC no change 125
ProVise Management Group, LLC 2%485 25,945 TRUEWEALTH LLC no change 92
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought483 483 LifePlan Financial Group, Inc no change 135
Veritable, L.P. 11%468 4,901 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 82
FIRST UNITED BANK TRUST/ 2%397 22,893 TIAA, FSB no change 12
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 21%344 1,957 Summit Investment Advisors, Inc. no change 80
BRIGHTON JONES LLC 7%340 5,249 Pinnacle Bank no change 110
BANK OF MONTREAL /CAN/ 2%337 19,500 Laurel Wealth Advisors, Inc. no change 3,002
Yale Capital CORP 1%335 26,417 Ironwood Wealth Management, llc no change 110
Arden Trust Co bought304 304 Valeo Financial Advisors, LLC no change 106
WHITTIER TRUST CO OF NEVADA INC 27%300 1,425 Arkadios Wealth Advisors no change 70
Sigma Planning Corp 2%275 11,783 Baird Financial Group, Inc. no change 260
Hanson Investment Management bought265 265 Bogart Wealth, LLC no change 11
V Wealth Management,LLC bought265 265 HORIZON BANCORP /IN/ no change 31
Provident Wealth Management, LLC bought252 252 REILLY FINANCIAL ADVISORS, LLC no change 43
EATON VANCE MANAGEMENT 4%250 6,767 CFM WEALTH PARTNERS LLC no change 42
Integrys Wealth Advisors LLC 5%231 5,156 Tradewinds Capital Management, LLC no change 33
MEEDER ASSET MANAGEMENT INC bought224 224 Global Trust Asset Management, LLC no change 10
Hoover Financial Advisors, Inc. bought223 223 Regal Wealth Group, Inc. no change 9
M&T BANK CORP 8%210 2,737 HCR Wealth Advisors no change 73
Orion Portfolio Solutions, LLC bought208 208 Stonebridge Financial Planning Group, LLC no change 75
Wealth Alliance 2%203 8,553 First Personal Financial Services no change 35
Baldwin Investment Management, LLC 3%200 6,205 Capital Advisory Group Advisory Services, LLC no change 70
HPM Partners LLC 2%189 12,588 NORTHERN OAK CAPITAL MANAGEMENT INC no change 60
DEUTSCHE BANK AG 654%183 211 TRUST CO OF VERMONT no change 62
Aspire Private Capital, LLC bought182 182 Pacifica Partners Inc. no change 75
Meridian Wealth Management, LLC 5%180 4,147 Stelac Advisory Services LLC no change 1,406
BANK OF HAWAII 3%161 4,811 Calamos Wealth Management LLC no change 3,061
WEALTHSOURCE PARTNERS, LLC 3%155 5,144 FARMERS & MERCHANTS INVESTMENTS INC no change 3,000
Cribstone Capital Management, LLC bought150 150 Meristem, LLP no change 2,852
Capital Asset Advisory Services LLC bought147 147 WESBANCO BANK INC no change 3,085
Kore Private Wealth LLC bought142 142 BCS Wealth Management no change 3,135
Stratos Wealth Partners, LTD. 2%138 6,585 AdvicePeriod, LLC no change 3,204
Atlas Private Wealth Advisors bought125 125 FIRST MANHATTAN CO no change 3,155
IFG Advisory, LLC 1%113 9,791 Heartwood Wealth Advisors LLC no change 2,787
Reynders McVeigh Capital Management, LLC 6%110 2,110 ROOF EIDAM & MAYCOCK/ADV no change 2,525
NWAM LLC 0%105 21,148 Plancorp, LLC no change 2,110
Bay Harbor Wealth Management, LLC bought100 100 Essex Savings Bank no change 2,092
Independence Bank of Kentucky 77%100 230 Intellectus Partners, LLC no change 2,160
WEST BANCORPORATION INC bought94 94 THRIVENT FINANCIAL FOR LUTHERANS no change 2,227
ENTERPRISE FINANCIAL SERVICES CORP bought93 93 DEARBORN PARTNERS LLC no change 2,378
CENTAURUS FINANCIAL, INC. 4%93 2,288 ARROW FINANCIAL CORP no change 2,375
HUNTINGTON NATIONAL BANK 9,100%91 92 Ballentine, Finn & Company, Inc. no change 3,310
McIlrath & Eck, LLC bought89 89 First Financial Bank, N.A. - Trust Division no change 3,328
Steward Partners Investment Advisory, LLC 7%87 1,353 SOL Capital Management CO no change 11,060
American Institute for Advanced Investment Management, LLP 1%78 7,494 Northeast Financial Consultants Inc no change 7,091
Pathstone Family Office, LLC bought77 77 Patriot Investment Management Inc. no change 11,183
S.A. Mason LLC 7%75 1,079 Capital Advisors, Ltd. LLC no change 10,795
KEYBANK NATIONAL ASSOCIATION/OH 1%70 5,151 PIN OAK INVESTMENT ADVISORS INC no change 7,755
SIMPLEX TRADING, LLC 28%70 317 LOWE BROCKENBROUGH & CO INC no change 8,865
Lloyd Advisory Services, LLC. bought68 68 Angeles Investment Advisors, LLC no change 7,883
Taylor, Cottrill, Erickson & Associates, Inc. 4%67 1,839 Cohen Klingenstein, LLC no change 11,765
HM PAYSON & CO bought66 66 Corient Capital Partners, LLC no change 6,243
Winslow, Evans & Crocker, Inc. 8%64 820 LGL PARTNERS, LLC no change 3,935
Day & Ennis, LLC 0%56 15,562 FC Advisory LLC no change 3,863
CWM, LLC 6%50 890 Busey Trust CO no change 4,500
Pacific Center for Financial Services bought48 48 RAYMOND JAMES TRUST CO no change 4,785
BENJAMIN EDWARDS INC 13%36 313 Berkshire Money Management, Inc. no change 6,200
Strategic Investment Advisors / MI 1%27 4,411 Next Capital Management LLC no change 6,120
JOHNSON INVESTMENT COUNSEL INC 1%25 2,082 Kuntz Lesher Capital LLC no change 2,079
CABANA LLC bought25 25 SeaCrest Wealth Management, LLC no change 1,993
Stonebridge Capital Advisors LLC bought24 24 SUN LIFE FINANCIAL INC no change 370
Sonora Investment Management, LLC 33%20 80 North Star Investment Management Corp. no change 330
Davis Capital Management bought17 17 Cordasco Financial Network no change 320
SIGNATUREFD, LLC 9%14 165 Covington Capital Management no change 399
MONECO Advisors, LLC 0%11 13,366 MBM Wealth Consultants, LLC no change 400
CARY STREET PARTNER INVESTMENT ADVISORY LLC 0%10 5,517 Selective Wealth Management no change 484
Golden State Wealth Management, LLC bought9 9 Bartlett & Co. LLC no change 404
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1%9 729 Parkside Financial Bank & Trust no change 311
Relyea Zuckerberg Hanson LLC 0%6 3,123 Lenox Wealth Advisors, Inc. no change 306
FMR LLC bought4 4 Mine & Arao Wealth Creation & Management, LLC. no change 166
Balentine LLC 4%2 49 LIBERTY WEALTH MANAGEMENT LLC no change 161
Brio Consultants, LLC 0%1 9,201 Savior LLC no change 170
CREATIVE FINANCIAL DESIGNS INC /ADV 8%1 13 Barnett & Company, Inc. no change 185
Baystate Wealth Management LLC 0%1 515 Aptus Capital Advisors, LLC no change 279
Hartland & Co., LLC no change 237
Oakworth Capital, Inc. no change 605
Plante Moran Financial Advisors Ltd Partnership no change 626
Grubman Wealth Management no change 1,830
MCF Advisors LLC no change 1,781
One Capital Management, LLC no change 1,900
WP Advisors, LLC no change 1,919
CITIZENS FINANCIAL GROUP INC/RI no change 1,990
Starfire Investment Advisers, Inc. no change 1,970
Carmichael Hill & Associates, Inc. no change 1,655
WETHERBY ASSET MANAGEMENT INC no change 1,652
BerganKDV Wealth Management, LLC no change 1,046
DUNCKER STREETT & CO INC no change 650
LS Investment Advisors, LLC no change 1,292
Jackson, Grant Investment Advisers, Inc. no change 1,445
CFO4Life Group, LLC no change 1,648
BLB&B Advisors, LLC no change 1,595
WHITTIER TRUST CO no change 147
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*