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STOCK TICKER:
Vanguard Total International Stock ETF   (ticker: VXUS)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 84,315,174
Previous Holdings: 55,077,726
Change: 53.08%
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)
BANK OF AMERICA CORP /DE/ bought7,281,756 7,281,756 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold830,088 0
MORGAN STANLEY bought4,930,341 4,930,341 UNIVEST CORP OF PENNSYLVANIA 96%765,407 34,205
Sageworth Trust Co bought4,586,680 4,586,680 WELLS FARGO & CO/MN 25%646,034 1,917,689
AMERIPRISE FINANCIAL INC bought3,628,310 3,628,310 PFM Asset Management LLC 19%477,881 2,067,911
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought1,569,091 1,569,091 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 98%409,820 10,307
SIGNATUREFD, LLC 99%1,401,226 2,823,410 Optas, LLC 57%352,045 265,252
Sunflower Bank, N.A. bought989,399 989,399 Country Club Trust Company, n.a. sold347,702 0
ROYAL BANK OF CANADA bought943,663 943,663 Brio Consultants, LLC 93%342,004 26,346
JANE STREET GROUP, LLC 6,277%896,241 910,520 Puplava Financial Services, Inc. sold322,081 0
QS Investors, LLC bought836,703 836,703 J P MORGAN CHASE & CO 47%272,835 311,753
Capstone Financial Advisors, Inc. bought640,417 640,417 Pennsylvania Trust Co 90%261,468 29,720
GOLDMAN SACHS GROUP INC bought546,178 546,178 Sontag Advisory, LLC 27%253,169 673,592
PHILLIPS FINANCIAL MANAGEMENT, LLC bought509,044 509,044 Berman Capital Advisors, LLC sold239,350 0
Raymond James Financial Services Advisors, Inc. 134%481,550 841,449 COLONY GROUP LLC 71%203,851 83,547
BARCLAYS PLC bought464,413 464,413 LPL Financial CORP 15%182,374 1,036,139
Cornerstone Wealth Management, LLC bought419,070 419,070 HAVERFORD TRUST CO 68%175,240 83,619
Homrich & Berg 17%410,291 2,797,528 Legacy Private Trust Co. 56%171,569 132,715
ENVESTNET ASSET MANAGEMENT INC 4%391,586 10,816,403 Investment Research & Advisory Group, Inc. 93%140,831 10,028
NORTHERN TRUST CORP bought370,005 370,005 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 48%140,025 152,979
Shelter Mutual Insurance Co bought361,100 361,100 UBS Group AG 6%139,412 2,073,677
First Ascent Asset Management, LLC bought339,508 339,508 Blue Sky Asset Management, LLC sold138,298 0
OLD MISSION CAPITAL LLC bought255,406 255,406 COMMONWEALTH EQUITY SERVICES, LLC. 17%128,112 637,741
BANK OF HAWAII 250%233,491 326,867 Callan Capital, LLC 51%116,513 111,534
Gleason Group, Inc. bought227,069 227,069 GREEN SQUARE CAPITAL MANAGEMENT LLC sold102,962 0
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought211,645 211,645 Buckingham Asset Management, LLC 21%97,810 363,447
Boothe Investment Group, Inc. bought183,372 183,372 RAYMOND JAMES & ASSOCIATES 19%88,443 368,806
Column Capital Advisors, LLC 36%158,831 601,572 Professional Financial Advisors, LLC 88%80,069 10,519
CAHABA WEALTH MANAGEMENT, INC. 140%133,256 228,458 UNITED SERVICES AUTOMOBILE ASSOCIATION 11%65,545 529,155
Susquehanna International Group, LLP 283%132,900 179,800 Janney Montgomery Scott LLC 74%64,881 22,499
FDx Advisors, Inc. bought128,756 128,756 MERCER GLOBAL ADVISORS INC /ADV 37%63,481 106,334
CAPTRUST FINANCIAL ADVISORS 497%119,804 143,899 TFO-TDC, LLC sold62,677 0
Center for Financial Planning, Inc. 992%98,381 108,302 First Allied Advisory Services, Inc. 9%59,887 640,068
Bragg Financial Advisors, Inc bought98,361 98,361 White Lighthouse Investment Management Inc. 21%55,426 214,141
Sowell Financial Services LLC 85%95,636 208,374 Verity Asset Management, Inc. 65%52,401 28,742
Abacus Planning Group, Inc. 32%84,606 352,894 Global Endowment Management, LP 5%50,739 952,761
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 19%80,569 495,721 Stratos Wealth Partners, LTD. 21%41,383 151,601
Equitable Holdings, Inc. bought71,115 71,115 Columbus Macro, LLC sold40,901 0
CAPITAL INSIGHT PARTNERS, LLC bought69,290 69,290 Allen Investment Management LLC 5%40,553 712,323
SENTINEL TRUST CO LBA bought63,620 63,620 Joel Isaacson & Co., LLC 49%36,207 37,240
BRIGHTON JONES LLC bought63,223 63,223 Mariner Wealth Advisors, LLC 59%33,137 23,261
BAILARD, INC. 1,126%63,051 68,651 Pantheon Investment Group, LLC sold32,600 0
Clarity Wealth Advisors, LLC 428%61,351 75,694 Rockefeller Capital Management L.P. 8%31,704 364,780
Advisory Services Network, LLC bought59,516 59,516 Mawer Investment Management Ltd. sold29,100 0
St. Louis Trust Co bought55,606 55,606 Klingman & Associates, LLC 87%28,660 4,382
BIDWELL C M & ASSOCIATES LTD/ bought53,628 53,628 Kingfisher Capital LLC sold24,955 0
SYM FINANCIAL CORPORATION 982%53,375 58,810 IRONWOOD INVESTMENT MANAGEMENT LLC sold24,129 0
GFS Advisors, LLC bought53,055 53,055 THORNBURG INVESTMENT MANAGEMENT INC sold23,496 0
Gareth Morgan Investments Limited Partnership 550%51,910 61,356 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 4%23,078 510,896
CAPROCK Group, Inc. 16%50,976 365,259 Aveo Capital Partners, LLC sold22,152 0
Mutual Advisors, LLC bought48,058 48,058 Raab & Moskowitz Asset Management LLC 67%21,596 10,702
AE Wealth Management LLC 875%45,980 51,234 GLENMEDE TRUST CO NA 48%21,487 23,611
Summit Wealth Group, LLC 107%44,788 86,698 BOSTON FAMILY OFFICE LLC 30%20,836 48,583
Cetera Investment Advisers 29%44,676 200,577 HighTower Advisors, LLC 15%20,021 110,815
SVA Plumb Wealth Management, LLC 4%44,258 1,031,246 Austin Private Wealth, LLC sold19,998 0
N.E.W. Advisory Services LLC bought43,274 43,274 TIEDEMANN WEALTH MANAGEMENT, LLC 20%19,967 77,583
Cedar Wealth Management, LLC bought42,748 42,748 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 70%19,832 8,677
Personal Capital Advisors Corp 251%42,596 59,566 Legacy Advisors, LLC sold18,273 0
Sawtooth Asset Management, Inc. bought40,230 40,230 Private Advisor Group, LLC 6%18,070 277,337
BB&T CORP bought37,999 37,999 Roble, Belko & Company, Inc 5%17,509 337,628
DiMeo Schneider & Associates, L.L.C. 12%36,722 351,438 Heritage Way Advisors, LLC 62%17,214 10,569
M&T BANK CORP 93%36,503 75,959 Highland Private Wealth Management 26%16,951 47,139
TWIN FOCUS CAPITAL PARTNERS, LLC bought35,674 35,674 Truepoint, Inc. 25%16,695 49,045
Azimuth Capital Management LLC bought35,195 35,195 FIRST HAWAIIAN BANK 24%16,375 52,382
Stonehage Fleming Financial Services Holdings Ltd bought34,732 34,732 FORTE CAPITAL LLC /ADV sold16,109 0
Belpointe Asset Management LLC bought31,864 31,864 Steward Partners Investment Advisory, LLC 25%15,066 45,595
Carlton Hofferkamp & Jenks Wealth Management, LLC bought31,712 31,712 DEUTSCHE BANK AG 52%13,547 12,333
PARAMETRIC PORTFOLIO ASSOCIATES 3%31,449 1,128,450 Aevitas Wealth Management, Inc. 29%13,408 32,491
WESBANCO BANK INC bought30,384 30,384 COURIER CAPITAL CORP sold13,075 0
Global Trust Asset Management, LLC 174%30,378 47,808 CAZ INVESTMENTS LP sold12,535 0
COBBLESTONE CAPITAL ADVISORS LLC /NY/ bought30,235 30,235 KFA Private Wealth Group, LLC sold12,285 0
Filament LLC bought29,635 29,635 Laurel Wealth Advisors, Inc. 18%12,079 54,129
Windsor Group LTD 70%29,164 71,077 Aberdeen Wealth Management LLC sold11,580 0
Cairn Investment Group, Inc. 142%27,425 46,697 DAVIDSON D A & CO 3%11,152 345,011
Pacific Center for Financial Services bought24,319 24,319 Empirical Finance, LLC 47%10,930 12,105
FRANKLIN RESOURCES INC 388%23,994 30,179 Dougherty Wealth Advisers LLC 60%10,632 6,943
J.W. COLE ADVISORS, INC. bought22,911 22,911 LEVEL FOUR ADVISORY SERVICES, LLC sold10,500 0
HOLLENCREST SECURITIES LLC bought22,886 22,886 LINCOLN NATIONAL CORP 55%10,464 8,734
JNB Advisors LLC bought21,208 21,208 Integrated Advisors Network LLC 37%10,246 17,087
VANGUARD GROUP INC bought21,118 21,118 BAINCO INTERNATIONAL INVESTORS sold10,000 0
Tolleson Wealth Management, Inc. bought20,586 20,586 Bank of New York Mellon CORP 63%9,682 5,604
greenwich Wealth Management LLC 75%19,798 46,119 Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC sold9,199 0
PINNACLE ASSOCIATES LTD 78%19,746 45,101 Angeles Investment Advisors, LLC sold9,104 0
Pinnacle Wealth Management Advisory Group, LLC 195%19,746 29,874 SMITH CAPITAL MANAGEMENT INC /AR/ADV 18%8,985 41,424
ALLIANCEBERNSTEIN L.P. 248%18,739 26,299 PINNACLE FINANCIAL PARTNERS INC 25%8,576 25,388
COMERICA SECURITIES,INC. bought17,877 17,877 IHT Wealth Management, LLC 59%8,206 5,770
Arete Wealth Advisors, LLC 47%17,491 54,448 WMS Partners, LLC 16%7,890 40,400
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought17,485 17,485 GV Capital Management sold7,788 0
Creative Planning 27%17,197 80,140 SAND HILL ADVISORS INC/CA 51%7,610 7,220
Evanson Asset Management, LLC 24%16,137 83,819 Fiduciary Group LLC 8%7,542 88,218
WEIK INVESTMENT SERVICES INC bought15,975 15,975 CAROLINAS WEALTH CONSULTING LLC 51%7,342 7,191
Valmark Advisers, Inc. 6%15,360 289,205 AMERITAS INVESTMENT CORP sold7,235 0
Allianz Asset Management AG bought15,040 15,040 Kuntz Lesher Capital LLC 22%7,229 25,931
FIDUCIARY TRUST CO 17%14,820 103,347 Paracle Advisors, LLC 26%7,187 20,647
FMR LLC bought14,418 14,418 MEEDER ASSET MANAGEMENT INC sold6,828 0
BRONFMAN E.L. ROTHSCHILD, L.P. 38%14,222 51,931 JOHNSON INVESTMENT COUNSEL INC 33%6,792 13,703
CWA Asset Management Group, LLC bought13,690 13,690 Claro Advisors LLC sold6,613 0
Clarius Group, LLC 149%13,330 22,305 Capital Wealth Planning, LLC sold6,586 0
BROWN ADVISORY HOLDINGS INC bought12,665 12,665 US BANCORP DE 48%6,560 7,225
Relyea Zuckerberg Hanson LLC bought12,540 12,540 Alexandria Capital, LLC sold6,300 0
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought12,480 12,480 Nicholas Hoffman & Company, LLC. 7%6,230 80,582
Gladstone Institutional Advisory LLC bought11,691 11,691 Multi-Financial Securities Corp 3%6,019 215,475
Sanctuary Wealth Management, L.L.C. bought11,553 11,553 OGOREK ANTHONY JOSEPH /NY/ /ADV 57%5,711 4,376
WOLVERINE TRADING, LLC bought11,132 11,132 ProVise Management Group, LLC 25%5,550 17,005
BANK OF MONTREAL /CAN/ 30%10,583 46,090 GAMBLE JONES INVESTMENT COUNSEL 3%5,498 167,120
Waldron, LP 50%10,511 31,387 Wealth Quarterback LLC sold5,448 0
WoodTrust Financial Corp 103%9,631 18,997 TD Capital Management LLC 3%5,429 196,961
Kovitz Investment Group Partners, LLC bought9,585 9,585 Gryphon Financial Partners LLC 2%5,107 223,916
OHE FINANCIAL INC bought9,510 9,510 Frisch Financial Group, Inc. sold4,982 0
WAGNER CAPITAL MANAGEMENT CORP 5%9,452 208,954 180 WEALTH ADVISORS, LLC sold4,897 0
Clear Creek Financial Management, LLC bought9,393 9,393 Freestone Capital Holdings, LLC 52%4,794 4,376
Diversified Portfolios, Inc. bought9,158 9,158 SVB Wealth Advisory, Inc. 46%4,773 5,635
Pacitti Group Inc. bought8,916 8,916 Avalon Advisory Group 14%4,705 28,128
Orion Portfolio Solutions, LLC bought8,599 8,599 Capital Investment Advisory Services, LLC 41%4,440 6,330
Elwood & Goetz Wealth Advisory Group, LLC 2%8,472 411,033 Nikulski Financial, Inc. 20%4,075 16,667
HYA Advisors, Inc bought8,241 8,241 IFP Advisors, Inc 16%4,055 21,898
Lindbrook Capital, LLC 1%8,185 692,888 Peregrine Asset Advisers, Inc. sold4,044 0
Dynamic Advisors Solutions LLC 14%7,900 65,005 LEAVELL INVESTMENT MANAGEMENT, INC. 3%3,921 120,345
Patriot Financial Group Insurance Agency, LLC 86%7,758 16,811 SOL Capital Management CO 4%3,636 82,273
Krilogy Financial LLC bought7,698 7,698 LS Investment Advisors, LLC sold3,612 0
AJ WEALTH STRATEGIES, LLC bought7,386 7,386 Brightworth sold3,595 0
BLB&B Advisors, LLC bought7,368 7,368 CLS INVESTMENT FIRM, LLC 28%3,419 8,606
HOWARD WEALTH MANAGEMENT, LLC 37%7,190 26,381 Financial Advisors Network, Inc. 4%3,383 79,042
Horst & Graben Wealth Management LLC bought7,135 7,135 Kathmere Capital Management, LLC 31%3,019 6,734
Regal Investment Advisors, LLC bought7,124 7,124 SCOTIA CAPITAL INC. 30%2,805 6,539
Baird Financial Group, Inc. 27%7,080 32,841 BT Wealth Management LLC 9%2,695 28,356
BRANDYWINE OAK PRIVATE WEALTH LLC bought7,079 7,079 FIFTH THIRD BANCORP 5%2,539 49,671
AF Advisors, Inc. bought7,005 7,005 TRUSTCORE FINANCIAL SERVICES, LLC 12%2,392 17,848
WIMMER ASSOCIATES 1, LLC bought6,655 6,655 CARY STREET PARTNER INVESTMENT ADVISORY LLC 22%2,360 8,243
BAHL & GAYNOR INC bought6,625 6,625 AdvisorNet Financial, Inc 2%2,311 96,312
Apella Capital, LLC 3%6,432 243,074 Beacon Pointe Advisors, LLC 8%2,189 26,802
Strategic Wealth Advisors Group,Inc. 41%6,411 22,088 STEPHENSON NATIONAL BANK & TRUST 34%2,129 4,151
AdvicePeriod, LLC bought6,402 6,402 Asset Planning Services, Ltd. 2%2,076 105,612
IEQ CAPITAL, LLC bought6,302 6,302 PFG Advisors 26%2,060 5,754
S&T BANK/PA bought6,206 6,206 Wealthcare Advisory Partners LLC sold1,919 0
PROFFITT & GOODSON INC 30%5,956 26,043 CENTAURUS FINANCIAL, INC. 45%1,816 2,239
COHEN LAWRENCE B bought5,850 5,850 Capital Advantage, Inc. 1%1,745 192,174
Cresset Asset Management, LLC bought5,751 5,751 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11%1,703 13,885
Plancorp, LLC 39%5,704 20,236 Parallel Advisors, LLC 4%1,672 37,856
Cornerstone Advisors, Inc. 4%5,554 157,426 DOWLING & YAHNKE INC 18%1,638 7,714
Independence Bank of Kentucky 78%5,465 12,427 TRUST CO OF VERMONT sold1,626 0
NEXT Financial Group, Inc 4%5,442 129,556 Zhang Financial LLC 4%1,526 40,357
Vestmark Advisory Solutions, Inc. bought5,337 5,337 Estate Counselors, LLC 10%1,500 14,100
Petix & Botte Co 65%5,057 12,876 EATON VANCE MANAGEMENT 4%1,500 39,393
CPCM, LLC bought4,960 4,960 WEBSTER BANK, N. A. sold1,500 0
Kuehl Shepherd Kozlowski & Associates,Inc. bought4,954 4,954 Successful Portfolios LLC 8%1,472 15,857
MANAGED ACCOUNT SERVICES INC bought4,938 4,938 Private Capital Group, LLC 13%1,363 9,048
Linscomb & Williams, Inc. 9%4,828 56,038 Coastal Capital Group, Inc. sold1,271 0
MML INVESTORS SERVICES, LLC 2%4,828 292,759 Sigma Planning Corp 9%1,264 12,368
Essex Financial Services, Inc. 34%4,722 18,645 Advisory Alpha, LLC sold1,258 0
QUADRANT CAPITAL GROUP LLC bought4,600 4,600 Bristlecone Advisors, LLC 4%1,257 31,401
FOSTER & MOTLEY INC bought4,396 4,396 BLAIR WILLIAM & CO/IL 13%1,226 8,467
Csenge Advisory Group bought4,370 4,370 SYNOVUS FINANCIAL CORP 87%1,203 177
Pathstone Family Office, LLC bought4,357 4,357 Valeo Financial Advisors, LLC 0%1,165 251,256
PALLADIUM PARTNERS LLC bought4,302 4,302 ROBERTS GLORE & CO INC /IL/ 9%1,140 10,934
Financial Network 3%4,302 149,974 Neuberger Berman Group LLC 17%1,100 5,290
Baldrige Asset Management LLC bought4,226 4,226 Ashfield Capital Partners, LLC 2%1,095 61,316
FLAGSHIP HARBOR ADVISORS, LLC 19%4,170 26,014 HORIZON BANCORP /IN/ sold1,000 0
Traynor Capital Management, Inc. bought4,162 4,162 PETTYJOHN CO 5%975 17,778
Rockbridge Investment Management, LCC bought4,054 4,054 EPG Wealth Management LLC sold913 0
Hanson McClain, Inc. 69%3,928 9,604 WP Advisors, LLC 9%900 8,977
Meridian Wealth Partners, LLC bought3,874 3,874 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 5%825 16,932
Tower Research Capital LLC bought3,769 3,769 Johnson Financial Group, Inc. 5%808 16,740
HoyleCohen, LLC 7%3,766 58,872 Iron Financial, LLC 3%769 26,026
Ambassador Advisors, LLC 11%3,497 34,939 Foothills Asset Management, Ltd. 1%726 77,888
Aspire Private Capital, LLC 45%3,166 10,134 Cedar Brook Financial Partners, LLC 7%687 9,760
Hanlon Investment Management, Inc. 20%3,148 18,783 INTL FCSTONE INC. 11%684 5,283
Tanglewood Wealth Management, Inc. 2%3,023 139,983 KILEY JUERGENS WEALTH MANAGEMENT, LLC 4%650 15,656
CWS Financial Advisors, LLC 29%2,910 12,850 Leonard Rickey Investment Advisors P.L.L.C. 11%646 5,490
Roundview Capital LLC 35%2,734 10,497 Atlantic Trust Group, LLC 4%628 16,712
Financial Advocates Investment Management 7%2,703 41,185 STEPHENS INC /AR/ 3%620 18,050
Glassman Wealth Services 117%2,260 4,199 CRA Financial Services, LLC 7%594 7,827
Heritage Wealth Advisors bought2,253 2,253 Change Path, LLC 2%552 28,529
Westside Investment Management, Inc. bought2,199 2,199 Archer Investment Corp sold545 0
Arden Trust Co bought2,150 2,150 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1%447 45,490
Quantum Capital Management, LLC / NJ bought1,977 1,977 Apex Investment Services, Inc. 2%447 25,983
SRS Capital Advisors, Inc. bought1,889 1,889 DUNCKER STREETT & CO INC 3%431 16,697
Koshinski Asset Management, Inc. 30%1,775 7,690 WASHINGTON TRUST CO sold420 0
Resources Investment Advisors, Inc. 15%1,745 13,465 Cutler Group LP sold400 0
Gradient Capital Advisors, LLC 3%1,644 56,483 CITIGROUP INC 4%387 10,658
LAZARD ASSET MANAGEMENT LLC bought1,519 1,519 RAYMOND JAMES TRUST CO 6%378 5,470
PROEQUITIES, INC. 2%1,395 70,181 WHITTIER TRUST CO OF NEVADA INC 44%370 477
Capital Asset Advisory Services LLC 7%1,336 21,380 ELM ADVISORS, LLC 1%315 60,260
Western Wealth Management, LLC 18%1,315 8,627 Financeware, Inc. sold250 0
MISSION WEALTH MANAGEMENT, LLC 5%1,248 25,272 Main Management LLC 0%247 84,203
Northstar Group, Inc. 13%1,212 10,834 NWAM LLC 2%241 12,596
OPPENHEIMER & CO INC 5%1,176 23,131 First Heartland Consultants, Inc. 2%215 12,321
KWMG, LLC 2%1,170 53,833 HUNTINGTON NATIONAL BANK sold208 0
Parkside Financial Bank & Trust bought1,011 1,011 VERUS CAPITAL PARTNERS, LLC 13%200 1,400
Columbia Asset Management 5%1,009 23,184 Coastline Trust CO 2%190 8,005
Patriot Investment Management Inc. 5%1,003 19,790 WEDBUSH MORGAN SECURITIES INC 2%169 8,882
FSA Wealth Management LLC bought1,000 1,000 EP Wealth Advisors, Inc. 1%166 12,810
Altavista Wealth Management, Inc. 9%1,000 11,895 MASSMUTUAL TRUST CO FSB/ADV sold112 0
AllSquare Wealth Management LLC 5%956 21,527 Global Retirement Partners, LLC 3%96 3,303
Sullivan, Bruyette, Speros & Blaney, Inc. 0%948 811,365 Asset Dedication, LLC 8%89 1,048
BROOKS, MOORE & ASSOCIATES, INC. 5%945 21,845 Brand Asset Management Group, Inc. sold73 0
KAYS FINANCIAL ADVISORY CORP /ADV 12%935 8,708 V Wealth Management,LLC 0%65 19,412
Aurum Wealth Management Group, LLC 17%915 6,147 Summit Investment Advisors, Inc. 3%49 1,760
Golden State Wealth Management, LLC bought850 850 Ellevest, Inc. sold46 0
Perigon Wealth Management, LLC 3%849 33,874 Bay Harbor Wealth Management, LLC 29%37 90
Goss Wealth Management LLC 1%812 71,934 DOHJ, LLC 1%30 4,984
Hochman Cole Investment Advisors, Inc. 10%806 8,845 BALLAST ADVISORS LLC sold25 0
Keebeck Wealth Management, LLC bought755 755 Wellspring Financial Advisors, LLC 0%21 7,145
STIFEL FINANCIAL CORP bought753 753 Cedar Mountain Advisors, LLC 0%8 6,628
Hoover Financial Advisors, Inc. bought649 649 Jacobi Capital Management LLC sold7 0
Sowa Financial Group, Inc. bought643 643 North Star Investment Management Corp. 0%5 27,309
HM PAYSON & CO bought635 635 Summit Asset Management, LLC no change 10,695
National Asset Management, Inc. 3%577 17,652 CULBERTSON A N & CO INC no change 7,040
Lee Financial CORP 36%500 1,900 Lion Street Advisors, LLC no change 6,866
FIRST MANHATTAN CO 71%460 1,107 Smith & Howard Wealth Management, LLC no change 10,388
Elm Partners Management LLC bought450 450 Red Door Wealth Management, LLC no change 12,084
Eudaimonia Partners, LLC bought427 427 MCF Advisors LLC no change 8,503
BerganKDV Wealth Management, LLC bought414 414 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC no change 12,100
Asset Management Group, Inc. 3%373 11,294 EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC no change 8,131
GIRARD PARTNERS LTD. 3%367 11,167 Wade Financial Advisory, Inc no change 7,478
Legacy Bridge, LLC 3%350 12,400 UNITRIN INC no change 746,835
Arkadios Wealth Advisors 289%321 432 Camden Capital, LLC no change 10,078
DT Investment Partners, LLC 5%321 6,201 Aureus Asset Management, LLC no change 12,268
Chevy Chase Trust Holdings, Inc. 3%306 9,972 VICTORY CAPITAL MANAGEMENT INC no change 44,000
Pinnacle Bank 23%300 1,610 WASHINGTON TRUST BANK no change 39,048
Manchester Capital Management LLC bought258 258 Comprehensive Financial Management LLC no change 38,568
Certified Advisory Corp 14%249 2,020 Sicart Associates LLC no change 46,887
Providence First Trust Co 1%245 21,178 ROPES WEALTH ADVISORS LLC no change 60,771
Barber Financial Group, Inc. 1%229 44,734 Lake Point Wealth Management no change 34
Community Bank, N.A. 8%228 3,162 Nelson, Van Denburg & Campbell Wealth Management Group, LLC no change 54
Integrated Wealth Concepts LLC 3%212 7,947 Sunesis Advisors, LLC no change 136,327
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 4%207 5,462 DFPG INVESTMENTS, INC. no change 34,696
REGENTATLANTIC CAPITAL LLC 3%189 6,616 UNITED BANK /VA/ no change 31,960
BDO Wealth Advisors, LLC 142%184 314 First National Bank of Mount Dora, Trust Investment Services no change 13,000
Betterment LLC 2%175 10,970 Northside Capital Management, LLC no change 6,520
BP WEALTH MANAGEMENT, LLC bought166 166 Deseret Mutual Benefit Administrators no change 220,700
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC bought155 155 NAPLES GLOBAL ADVISORS, LLC no change 14,258
BHF RG Capital Inc. 1%138 15,289 Strategic Investment Advisors, Inc no change 15,000
Moser Wealth Advisors, LLC 5%135 2,784 ADIRONDACK TRUST CO no change 26,775
Tortoise Investment Management, LLC 1%131 16,743 Independent Family Office, LLC no change 15,774
Cranbrook Wealth Management, LLC bought130 130 Paragon Capital Management Ltd no change 15,297
PNC FINANCIAL SERVICES GROUP INC 1%126 18,558 Cambridge Advisors Inc. no change 12,150
H D Vest Advisory Services 0%118 27,811 DAVENPORT & CO LLC no change 5,312
Principle Wealth Partners LLC bought101 101 Private Ocean, LLC no change 229
Davis Capital Management bought94 94 Ariel Capital Advisors, LLC no change 242
UNIONBANCAL CORP bought90 90 Carmichael Hill & Associates, Inc. no change 324
McIlrath & Eck, LLC bought76 76 TRUEWEALTH LLC no change 357
CWM, LLC 1%63 8,191 WHITTIER TRUST CO no change 1,279
Traverso Chambers Private Wealth Management, LLC 0%61 13,793 BELLEVUE ASSET MANAGEMENT, LLC no change 150
LBJ Family Wealth Advisors, Ltd. 1%58 11,363 Burt Wealth Advisors no change 65
Financial Advisory Service, Inc. 1%54 10,554 Sandy Spring Bank no change 100
Rain Capital Management, LLC bought36 36 Larson Financial Group LLC no change 130
New England Private Wealth Advisors LLC 1%25 5,008 HARBOR INVESTMENT ADVISORY, LLC no change 374
Coyle Financial Counsel, Inc. 0%24 56,673 Firestone Capital Management no change 375
Intersect Capital LLC 0%21 7,136 KINGS POINT CAPITAL MANAGEMENT no change 750
Disciplined Investments, LLC 0%20 4,380 BENJAMIN F. EDWARDS & COMPANY, INC. no change 800
Aptus Capital Advisors, LLC 0%16 4,979 Plante Moran Financial Advisors Ltd Partnership no change 975
Bedel Financial Consulting, Inc. 0%13 13,850 EVOKE WEALTH, LLC no change 621
LIBERTY WEALTH MANAGEMENT LLC 0%5 3,383 Jackson, Grant Investment Advisers, Inc. no change 545
Winch Advisory Services, LLC 1%3 542 BOURGEON CAPITAL MANAGEMENT LLC no change 1,268
Ancora Advisors, LLC 0%3 691 Carroll Financial Associates, Inc. no change 496
Pacifica Partners Inc. 0%2 571 PrairieView Partners, LLC no change 515
Gierl Augustine Investment Management Inc 0%1 247 Efficient Wealth Management LLC no change 61
LifePlan Financial Group, Inc 0%1 291 Bogart Wealth, LLC no change 51
TSFG, LLC 0%1 221 Hartland & Co., LLC no change 3,881
Rocky Mountain Advisers, LLC 0%1 350 Cordasco Financial Network no change 3,800
TCI Wealth Advisors, Inc. no change 3,285
OPTIMUM INVESTMENT ADVISORS no change 3,220
Veritable, L.P. no change 4,902
BESSEMER GROUP INC no change 5,004
Landmark Financial Advisors, LLC no change 5,409
Lehman & Derafelo Financial Resources LLC no change 5,120
BLUESTEIN R H & CO no change 5,110
Bartlett & Co. LLC no change 3,068
S.A. Mason LLC no change 2,665
Focused Wealth Management, Inc no change 9
Cribstone Capital Management, LLC no change 20
Massey, Quick & Co., LLC no change 46
tru Independence LLC no change 6
Sound Income Strategies, LLC no change 5
First PREMIER Bank no change 2,250
VALLEY NATIONAL ADVISERS INC no change 2,114
CVA Family Office, LLC no change 1,650
WETHERBY ASSET MANAGEMENT INC no change 6,415
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