Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
HEALTHCARE SS SPDR F   (ticker: XLV)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 178,116,154
Previous Holdings: 162,456,455
Change: 9.64%
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)
J P MORGAN CHASE & CO 158%10,905,426 17,819,130 UBS Group AG 100%4,465,150 1,560
Alaska Permanent Fund Corp bought2,757,799 2,757,799 Annex Advisory Services, LLC 83%2,924,932 616,158
JANE STREET GROUP, LLC bought1,319,513 1,319,513 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold2,520,200 0
Psagot Investment House Ltd. 135%1,213,474 2,109,536 NOMURA HOLDINGS INC sold1,618,500 0
CITIGROUP INC 25%1,041,918 5,242,009 Twin Tree Management, LP sold1,212,900 0
FFCM LLC 21,538%1,005,393 1,010,061 CABANA LLC sold815,644 0
CREDIT SUISSE/ 253%902,643 1,259,223 Foundations Investment Advisors, LLC 94%685,038 40,592
US BANCORP DE bought608,219 608,219 ENVESTNET ASSET MANAGEMENT INC 36%444,752 783,756
PointState Capital LP 405%606,870 756,870 Susquehanna International Group, LLP 8%415,049 4,687,275
NIPPON LIFE INSURANCE CO 47%530,000 1,668,600 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 89%410,070 48,164
STRS OHIO bought500,000 500,000 PACIFIC FINANCIAL GROUP INC 90%406,166 47,116
Janney Montgomery Scott LLC 17%338,871 2,301,291 Granite Point Capital Management, L.P. sold398,000 0
Mirae Asset Global Investments Co., Ltd. 63%325,400 838,300 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 74%371,664 128,637
CAPITAL FUND MANAGEMENT S.A. 11,841%319,716 322,416 SUNRISE PARTNERS LLC /CT 98%287,889 6,669
RiverFront Investment Group, LLC 32%272,436 1,119,876 Athanor Capital, LP sold250,000 0
WOLVERINE TRADING, LLC 72%266,793 638,686 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 45%230,336 285,916
CHURCHILL MANAGEMENT GROUP /CA/ 15%265,229 2,032,168 BRANDYWINE OAK PRIVATE WEALTH LLC 87%225,580 34,987
Main Management ETF Advisors, LLC 78%250,060 572,140 Richard Bernstein Advisors LLC 14%205,013 1,260,659
Ghost Tree Capital, LLC bought244,700 244,700 Hanlon Investment Management, Inc. sold189,220 0
RAYMOND JAMES & ASSOCIATES 17%242,947 1,671,426 GRIMES & COMPANY, INC. 85%184,828 31,957
SG Americas Securities, LLC 177%228,150 357,297 Beaumont Financial Partners, LLC 97%169,408 5,732
LPL Financial CORP 11%222,920 2,192,387 Florin Court Capital LLP 96%153,400 6,000
Raymond James Financial Services Advisors, Inc. 24%221,726 1,156,734 Integrated Wealth Concepts LLC 95%148,448 7,375
MEITAV DASH INVESTMENTS LTD 36%170,848 639,890 Mizuho Trust & Banking Co., Ltd. sold130,000 0
WestEnd Advisors, LLC 23%167,950 897,541 ADAMS EXPRESS CO 83%129,800 26,100
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) bought155,546 155,546 MT LUCAS MANAGEMENT CORP sold129,171 0
QUATTRO FINANCIAL ADVISORS LLC 1,327%150,299 161,628 KCM INVESTMENT ADVISORS LLC 28%128,654 331,761
West Family Investments, Inc. bought142,000 142,000 STATE TREASURER STATE OF MICHIGAN 92%114,679 9,921
SIMPLEX TRADING, LLC 63,324%126,647 126,847 MIZUHO SECURITIES USA INC. 87%110,000 16,000
JNB Advisors LLC bought118,107 118,107 Western Wealth Management, LLC 82%105,288 22,703
Lido Advisors, LLC 721%115,164 131,137 Pathstone Family Office, LLC sold95,585 0
CASTLEARK MANAGEMENT LLC bought112,400 112,400 DOW CHEMICAL CO /DE/ sold87,568 0
Arrow Investment Advisors, LLC bought102,095 102,095 COWEN AND COMPANY, LLC sold86,830 0
NORTHERN OAK CAPITAL MANAGEMENT INC bought101,524 101,524 Squarepoint Ops LLC 70%70,054 30,346
COMMONWEALTH EQUITY SERVICES, LLC. 31%96,137 403,882 Mitsubishi UFJ Asset Management (UK) Ltd. 81%64,800 15,000
Amerivest Investment Management LLC 8%95,735 1,223,123 SWARTHMORE GROUP INC 91%63,380 5,950
Main Management LLC 120%92,448 169,795 Migdal Insurance & Financial Holdings Ltd. 4%61,000 1,354,000
Advisory Alpha, LLC 2,133%92,431 96,764 Creative Planning sold59,603 0
InterOcean Capital, LLC 30%90,599 392,755 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 11%58,923 456,645
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. bought84,607 84,607 QVR LLC sold55,300 0
Phoenix Holdings Ltd. bought84,560 84,560 Rockefeller Capital Management L.P. 55%54,313 44,749
JUMP TRADING, LLC 353%82,389 105,749 TOTH FINANCIAL ADVISORY CORP 68%51,967 24,133
Swan Wealth Advisors, Inc. 4%81,673 2,182,417 RT Capital Management, LLC 29%46,727 115,655
FIRST MERCANTILE TRUST CO bought81,524 81,524 HighTower Advisors, LLC 12%45,450 343,906
Keebeck Wealth Management, LLC bought80,899 80,899 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 41%44,389 65,193
UBS OCONNOR LLC bought80,000 80,000 Hambrecht & Quist Capital Management LLC 81%43,718 10,055
Nan Shan Life Insurance Co., Ltd. bought78,000 78,000 J.W. COLE ADVISORS, INC. 94%43,413 2,765
TORONTO DOMINION BANK bought76,709 76,709 Q3 Asset Management sold43,127 0
BESSEMER GROUP INC 4%72,224 2,119,680 Coho Partners, Ltd. sold42,468 0
MACKENZIE FINANCIAL CORP 12%69,665 667,825 Cutler Group LP 92%40,600 3,700
RETIREMENT CAPITAL STRATEGIES bought68,218 68,218 Miracle Mile Advisors, LLC 17%38,365 183,823
Vestmark Advisory Solutions, Inc. 206%62,436 92,784 Smart Portfolios, LLC sold37,548 0
WELLS FARGO & CO/MN 1%61,957 5,014,445 BENJAMIN F. EDWARDS & COMPANY, INC. 35%36,752 68,371
CX Institutional bought61,074 61,074 Carnick & Kubik Group, LLC 43%35,932 46,909
CAPITAL ONE FINANCIAL CORP bought60,574 60,574 Baker Avenue Asset Management, LP 36%33,753 58,866
SkyOak Wealt, LLC 1,270%59,013 63,661 Centiva Capital, LP sold33,000 0
Sage Advisory Services, Ltd.Co. bought58,792 58,792 Newfound Research LLC sold32,846 0
Financial Network 139%53,639 92,274 EATON VANCE MANAGEMENT sold32,450 0
Fisher Asset Management, LLC(Kenneth L. Fisher) 7%50,656 755,302 STATE STREET CORP 2%32,064 1,300,901
FIFTH THIRD SECURITIES, INC. bought50,495 50,495 STRATEGIC WEALTH MANAGEMENT INC /ADV sold28,513 0
Zurich Insurance Group Ltd/FI bought50,381 50,381 Goodman & Company, Investment Counsel Ltd. sold26,737 0
PRUDENT INVESTORS NETWORK bought50,381 50,381 Carnegie Capital Asset Management, LLC 27%26,469 72,587
Alpine Partners VI, LLC bought50,123 50,123 Lee Capital Holdings LLC sold25,903 0
WEALTH ADVISORS, INC. 360%49,470 63,226 IndexIQ Advisors LLC 28%25,229 64,800
AGF FUNDS INC 5%48,839 1,005,137 WHITE BAY PT LLC sold24,700 0
Prestige Wealth Management Group LLC 4,487%48,594 49,677 EPG Wealth Management LLC 97%24,198 708
PFS INVESTMENTS INC. bought42,205 42,205 GERMAN AMERICAN BANCORP, INC. sold24,171 0
FIRST MERCHANTS CORP 82%40,791 90,253 Evolution Wealth Advisors, LLC 11%23,040 179,450
FIRST INTERSTATE BANK 21%39,161 222,158 Independent Advisor Alliance sold22,076 0
Cullen Capital Management, LLC bought38,586 38,586 Partnervest Advisory Services LLC 84%21,565 4,127
Madden Advisory Services, Inc. bought36,864 36,864 AVALON ADVISORS L P 74%21,473 7,502
Redhawk Wealth Advisors, Inc. 193%34,980 53,111 Global Financial Private Capital, LLC 10%21,331 199,052
Trexquant Investment LP bought34,837 34,837 Midwest Professional Planners, LTD. 77%20,937 6,184
SABBY MANAGEMENT, LLC bought34,410 34,410 MYCIO WEALTH PARTNERS, LLC sold20,378 0
CENTAURUS FINANCIAL, INC. 502%33,008 39,587 FormulaFolio Investments, LLC 59%19,988 13,869
Waldron, LP bought32,497 32,497 F3Logic, LLC 87%19,816 3,043
OLD MISSION CAPITAL LLC 505%30,849 36,961 Susquehanna International Group Ltd. 72%19,573 7,659
GREENWOOD CAPITAL ASSOCIATES LLC bought30,064 30,064 Renaissance Technologies(Jim Simons) sold19,000 0
INNEALTA CAPITAL, LLC 51%28,661 84,420 American Financial Advisors, LLC 45%18,389 22,854
Dorsey Wright & Associates bought28,264 28,264 Altium Wealth Management LLC sold18,267 0
Cornerstone Wealth Group, LLC bought24,606 24,606 OLD NATIONAL BANCORP /IN/ 5%16,549 326,806
LIBERTY ONE INVESTMENT MANAGEMENT, LLC bought24,102 24,102 Ausdal Financial Partners, Inc. 80%15,458 3,762
PETERSON WEALTH MANAGEMENT bought24,057 24,057 RFG Advisory Group, LLC sold14,894 0
Quantitative Advantage LLC 29%24,039 108,366 MEEDER ASSET MANAGEMENT INC 62%14,338 8,671
Bartlett & Co. LLC bought23,310 23,310 Eqis Capital Management, Inc. sold14,054 0
Modus Advisors, LLC bought22,396 22,396 Sigma Planning Corp 26%13,693 38,516
BANK OF MONTREAL /CAN/ 42%21,746 73,824 PEAPACK GLADSTONE FINANCIAL CORP sold13,455 0
Financial Management Professionals, Inc. bought20,197 20,197 Interactive Financial Advisors 43%13,412 17,929
Winton Capital Group Ltd bought19,258 19,258 AE Wealth Management LLC 14%12,516 76,117
THRIVENT FINANCIAL FOR LUTHERANS 76%19,145 44,392 BAINCO INTERNATIONAL INVESTORS 80%12,394 3,082
Man Group plc bought18,112 18,112 AlphaCore Capital LLC 76%12,136 3,898
Symmetry Partner, LLC bought17,684 17,684 Polaris Wealth Advisers, LLC 9%11,750 123,823
IHT Wealth Management, LLC 70%17,454 42,340 TIAA, FSB 23%11,722 38,662
BIRINYI ASSOCIATES INC bought17,450 17,450 Harel Insurance Investments & Financial Services Ltd. 19%10,495 43,785
Oakmont Partners LLC bought17,370 17,370 COUNTRY TRUST BANK 61%10,274 6,560
M&T BANK CORP bought16,920 16,920 IFP Advisors, Inc 59%9,889 6,754
FEDERATED INVESTORS INC /PA/ bought16,000 16,000 PARAMETRIC PORTFOLIO ASSOCIATES 31%9,868 21,744
tru Independence LLC bought15,730 15,730 Miller Investment Management, LP 3%9,809 332,641
WESBANCO BANK INC 127%15,626 27,973 CMH Wealth Management LLC 14%9,803 58,697
Allianz Asset Management AG bought15,550 15,550 SFMG, LLC 37%9,587 16,315
Asset Advisors Investment Management, LLC 175%14,700 23,095 MAVEN SECURITIES Ltd sold9,466 0
Hilltop Holdings Inc. bought14,212 14,212 United Asset Strategies, Inc. 10%9,347 82,985
MOODY NATIONAL BANK TRUST DIVISION 223%14,110 20,427 Claybrook Capital, LLC sold8,950 0
CAPTRUST FINANCIAL ADVISORS bought13,398 13,398 INGALLS & SNYDER LLC 60%8,829 5,879
TRADITION ASSET MANAGEMENT LLC bought13,160 13,160 Edgestream Partners, L.P. 53%8,690 7,716
9258 Wealth Management, LLC bought13,063 13,063 LEVEL FOUR ADVISORY SERVICES, LLC 34%8,619 16,969
Mariner Wealth Advisors, LLC 62%12,700 33,212 XR Securities LLC 54%8,612 7,388
Castle Rock Wealth Management, LLC bought12,647 12,647 Kingsview Wealth Management, LLC sold8,300 0
ALERUS FINANCIAL NA 18%12,511 83,814 Royal Harbor Partners, LLC 17%8,085 40,060
WT Wealth Management bought12,411 12,411 CenterStar Asset Management, LLC sold7,960 0
ALPINE WOODS CAPITAL INVESTORS, LLC 600%12,000 14,000 ACCESS FINANCIAL SERVICES, INC. 43%7,689 10,236
Berkeley Capital Partners, LLC 343%11,652 15,047 Laurion Capital Management LP sold7,646 0
Conservest Capital Advisors, Inc. 2%11,477 501,226 Archford Capital Strategies, LLC 15%7,609 44,846
Private Wealth Advisors, LLC 37%11,386 42,399 ROPES WEALTH ADVISORS LLC 93%7,337 540
MinichMacGregor Wealth Management, LLC bought11,037 11,037 ALPS ADVISERS INC 5%7,283 140,965
HARRELL INVESTMENT PARTNERS, LLC 13%10,992 95,657 ACIMA PRIVATE WEALTH, LLC 21%7,239 27,397
Kepos Capital LP bought10,895 10,895 Altshuler Shaham Ltd 50%6,988 6,989
Keebeck Alpha, LP 217%10,890 15,918 Fragasso Group Inc. sold6,975 0
Moneda S.A. Administradora General de Fondos 106%10,532 20,477 Private Advisor Group, LLC 4%6,867 146,277
Ayalon Holdings Ltd. 13%10,529 92,591 Secure Asset Management, LLC sold6,627 0
Clear Creek Financial Management, LLC bought10,484 10,484 HBW Advisory Services LLC 25%6,600 19,810
Strategic Financial Group, LLC 58%10,413 28,445 Gareth Morgan Investments Limited Partnership sold6,454 0
OPPENHEIMER & CO INC 24%10,176 53,398 SCOTIA CAPITAL INC. 9%6,426 65,241
Gerber Kawasaki Wealth & Investment Management 7%10,105 146,295 Pacific Wealth Strategies Group, Inc. 31%6,220 14,061
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 24%9,780 49,739 COLONY GROUP LLC 5%5,903 109,639
Adviser Investments LLC 118%9,505 17,570 Stratos Wealth Partners, LTD. 12%5,878 44,749
BANK HAPOALIM BM 9%8,574 101,179 United Bank 28%5,776 14,520
FIL Ltd 25%8,477 42,926 GYL FINANCIAL SYNERGIES, LLC 60%5,730 3,753
Banco Santander, S.A. bought8,200 8,200 MV Capital Management, Inc. 61%5,593 3,506
Stelac Advisory Services LLC 354%8,162 10,467 UNIVEST CORP OF PENNSYLVANIA sold5,529 0
Capital Investment Advisors, LLC 3%8,142 282,464 SCHAFER CULLEN CAPITAL MANAGEMENT INC 12%5,380 38,586
CORBETT ROAD CAPITAL MANAGEMENT, LLC 63%8,103 21,009 APPLETON GROUP WEALTH MANAGEMENT LLC sold5,264 0
Capital Financial Planning, LLC 126%8,032 14,392 Atlantic Trust Group, LLC 20%5,209 20,474
COMMERCE BANK N A/MO 7%7,955 121,703 Executive Wealth Management, LLC sold5,127 0
Meridian Wealth Management, LLC bought7,579 7,579 Krasney Financial LLC 49%5,086 5,275
EVERETT HARRIS & CO /CA/ bought7,480 7,480 CAMBRIDGE TRUST CO sold5,039 0
Koshinski Asset Management, Inc. 55%7,293 20,597 Brookstone Capital Management 14%5,025 31,418
Sowell Financial Services LLC 41%7,011 24,289 MURPHY CAPITAL MANAGEMENT INC 3%4,990 154,936
Bank Julius Baer & Co. Ltd, Zurich bought6,999 6,999 Parkside Investments, LLC 10%4,950 43,133
OPPENHEIMER ASSET MANAGEMENT INC 111%6,968 13,260 Montecito Bank & Trust 24%4,807 15,370
BARCLAYS PLC 11%6,855 71,500 Foster Victor Wealth Advisors, LLC sold4,802 0
S. R. Schill & Associates bought6,764 6,764 FIFTH THIRD BANCORP 4%4,677 104,827
Fernwood Investment Management, LLC 129%6,740 11,984 Regal Investment Advisors, LLC sold4,613 0
CT Mason bought6,700 6,700 OPTIMUM INVESTMENT ADVISORS sold4,605 0
LS Investment Advisors, LLC bought6,367 6,367 Callan Capital, LLC 6%4,498 65,859
MML INVESTORS SERVICES, LLC 5%6,361 134,538 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC sold4,416 0
AdvisorNet Financial, Inc 33%6,344 25,761 Streettalk Advisors, LLC 3%4,391 149,203
Stillwater Investment Management, LLC 22%6,272 34,935 Arete Wealth Advisors, LLC sold4,312 0
Baltimore-Washington Financial Advisors, Inc. 6%6,241 112,190 PAX Financial Group, LLC sold4,172 0
Wela Strategies, LLC 23%6,240 33,151 Banco BTG Pactual S.A. sold4,000 0
Pettinga Financial Advisors, LLC 64%5,950 15,200 Krilogy Financial LLC 8%3,915 47,334
TRANSCEND WEALTH COLLECTIVE, LLC 17%5,942 40,050 RMB Capital Management, LLC sold3,899 0
Anfield Capital Management, LLC 12%5,937 55,641 Camelot Portfolios, LLC sold3,865 0
Occidental Asset Management, LLC 186%5,827 8,957 Cavalier Investments 17%3,856 19,020
Riverpoint Wealth Management Holdings, LLC 10%5,814 62,344 Emerald Advisors, LLC sold3,841 0
TRUST CO OF OKLAHOMA bought5,780 5,780 Bedell Investment Counselling 4%3,820 102,130
Elevated Capital Advisors, LLC 108%5,717 11,034 Veritable, L.P. 4%3,800 92,011
MERCER GLOBAL ADVISORS INC /ADV 103%5,681 11,221 Bouchey Financial Group Ltd sold3,750 0
PFG Advisors 134%5,664 9,906 Silversage Advisors 8%3,739 42,348
CALTON & ASSOCIATES, INC. 15%5,552 43,369 Virtue Capital Management, LLC sold3,568 0
TrinityPoint Wealth, LLC 18%5,549 36,066 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19%3,522 14,843
WESCAP Management Group, Inc. bought5,457 5,457 Valmark Advisers, Inc. sold3,521 0
CAPROCK Group, Inc. bought5,416 5,416 INVESTMENT PARTNERS LTD /OH/ /ADV sold3,516 0
SYMONS CAPITAL MANAGEMENT INC 93%5,338 11,100 WASHINGTON TRUST BANK sold3,398 0
Clarus Wealth Advisors bought5,279 5,279 Pinnacle Wealth Management Advisory Group, LLC sold3,357 0
BLUESTEIN R H & CO bought5,105 5,105 First Allied Advisory Services, Inc. 9%3,293 31,469
STARR INTERNATIONAL CO INC bought5,045 5,045 Donald L. Hagan, LLC 23%3,238 11,037
KG&L Capital Management,LLC bought4,975 4,975 Paulson Wealth Management Inc. sold3,193 0
Sontag Advisory, LLC bought4,971 4,971 Spears Abacus Advisors LLC 47%3,116 3,474
Multi-Financial Securities Corp 13%4,895 42,139 Winfield Associates, Inc. 35%3,105 5,851
HBK Sorce Advisory LLC bought4,855 4,855 JOHNSON INVESTMENT COUNSEL INC 20%3,093 12,169
Waterloo Capital, L.P. bought4,832 4,832 Capital Planning Advisors, LLC 7%3,072 41,367
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC bought4,720 4,720 BBVA USA BANCSHARES INC sold3,050 0
BLAIR WILLIAM & CO/IL 9%4,574 53,485 BANK OF THE WEST 13%3,031 20,338
Camden Capital, LLC 29%4,566 20,435 Integrated Advisors Network LLC sold2,985 0
Heartwood Wealth Advisors LLC 10%4,561 50,775 Archetype Wealth Partners, LLC sold2,965 0
Aurora Private Wealth, Inc. bought4,518 4,518 WHITTIER TRUST CO 43%2,953 3,994
MONTAG & CALDWELL INC bought4,503 4,503 Raub Brock Capital Management LP sold2,951 0
RSM US WEALTH MANAGEMENT LLC bought4,468 4,468 PARK AVENUE SECURITIES LLC 25%2,914 8,686
SYNOVUS FINANCIAL CORP 24%4,447 23,319 NewDay Solutions, LLC sold2,905 0
Global Trust Asset Management, LLC 4,624%4,300 4,393 Gyroscope Capital Management Group, LLC 14%2,833 18,129
Institute for Wealth Management, LLC. 789%4,215 4,749 Bay Harbor Wealth Management, LLC 17%2,821 13,912
Blue Zone Wealth Advisors, LLC 12%4,185 39,094 Foothills Asset Management, Ltd. 8%2,805 32,650
EVOKE WEALTH, LLC bought4,178 4,178 PUTNAM INVESTMENTS LLC 1%2,777 366,822
Strategic Advisors LLC bought4,108 4,108 QP WEALTH MANAGEMENT, LLC sold2,775 0
CHEMUNG CANAL TRUST CO 11%4,087 40,975 Landsberg, Bennett, & Dubbaneh LLC 22%2,758 9,927
Evercore Wealth Management, LLC 48%3,950 12,257 6 Meridian 10%2,745 25,521
Allred Capital Management, LLC 43%3,887 12,979 Avestar Capital, LLC sold2,667 0
BP WEALTH MANAGEMENT, LLC 9%3,821 48,685 Mount Yale Investment Advisors, LLC 13%2,636 18,029
Altavista Wealth Management, Inc. bought3,710 3,710 FIRST NATIONAL TRUST CO 16%2,607 13,669
Golden State Wealth Management, LLC bought3,709 3,709 CHARTER TRUST CO 1%2,559 173,308
TOWNSQUARE CAPITAL LLC bought3,624 3,624 OSBORNE PARTNERS CAPITAL MANAGEMENT sold2,543 0
Global Retirement Partners, LLC 25%3,579 18,126 BTR CAPITAL MANAGEMENT INC 29%2,530 6,345
TELEMUS CAPITAL, LLC bought3,421 3,421 USA Financial Portformulas Corp sold2,523 0
Stratos Wealth Advisors, LLC 41%3,419 11,719 DEUTSCHE BANK AG 14%2,490 15,407
YCMNET ADVISORS INC bought3,344 3,344 West Coast Financial LLC sold2,460 0
RAYMOND JAMES TRUST CO 33%3,297 13,420 Regent Peak Wealth Advisors LLC sold2,458 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 42%3,276 10,995 Dynamic Advisors Solutions LLC 25%2,420 7,361
Financial Advocates Investment Management 12%3,251 30,414 BOYS ARNOLD & CO INC 8%2,410 26,218
DOWLING & YAHNKE INC 88%3,144 6,707 USCA RIA LLC sold2,398 0
Game Plan Financial Advisors, LLC bought3,116 3,116 Bangor Savings Bank sold2,384 0
SOL Capital Management CO 32%3,100 12,844 Vivaldi Capital Management, LLC sold2,351 0
Circle Wealth Management, LLC bought3,071 3,071 BRIGHTON JONES LLC sold2,320 0
STRATEGY ASSET MANAGERS LLC 153%3,019 4,989 Mattern Wealth Management LLC sold2,298 0
Sailer Financial LLC bought3,016 3,016 Parcion Private Wealth LLC sold2,285 0
Trust Co 7%2,915 43,373 Verdence Capital Advisors LLC sold2,240 0
We Are One Seven, LLC 36%2,881 10,863 OVERBROOK MANAGEMENT CORP sold2,222 0
Smith & Howard Wealth Management, LLC 14%2,837 22,722 SCHMIDT P J INVESTMENT MANAGEMENT INC sold2,183 0
HYA Advisors, Inc bought2,810 2,810 L & S Advisors Inc sold2,142 0
LLBH Private Wealth Management, LLC bought2,810 2,810 Analyst IMS Investment Management Services Ltd. 15%2,140 11,701
Stillwater Capital Advisors, LLC 4%2,744 67,167 Cypress Capital Management LLC (WY) 7%2,113 27,584
FLC Capital Advisors bought2,708 2,708 LBMC INVESTMENT ADVISORS, LLC sold2,111 0
Rezny Wealth Management, Inc. 2%2,679 116,508 NBT BANK N A /NY 17%2,105 10,230
LUCAS CAPITAL MANAGEMENT 11%2,675 27,128 Parsec Financial Management, Inc. sold2,104 0
MAGNOLIA CAPITAL ADVISORS LLC bought2,559 2,559 First American Bank sold2,088 0
NVWM, LLC 46%2,551 8,071 Poehling Capital Management, LLC sold2,081 0
Intellectus Partners, LLC 12%2,543 23,887 Successful Portfolios LLC sold2,077 0
Sheaff Brock Investment Advisors, LLC bought2,490 2,490 NORTHSTAR INVESTMENT ADVISORS LLC sold2,070 0
JACKSON SQUARE CAPITAL, LLC bought2,468 2,468 TCI Wealth Advisors, Inc. 77%2,066 602
ATTICUS WEALTH MANAGEMENT, LLC 5%2,428 53,858 MAI Wealth Advisors sold2,061 0
StrongBox Wealth, LLC bought2,409 2,409 Private Wealth Strategies, L.L.C. 21%2,057 7,933
Global Endowment Management, LP 29%2,360 10,640 FIRST HAWAIIAN BANK sold2,050 0
ASSET MANAGEMENT CORP /IL/ /ADV bought2,360 2,360 IBERIABANK CORP 8%2,041 23,977
CHATHAM CAPITAL GROUP, INC. bought2,353 2,353 JMG Financial Group, Ltd. sold2,030 0
CWM, LLC 4%2,346 62,254 HUDSON VALLEY INVESTMENT ADVISORS INC /ADV sold2,025 0
Csenge Advisory Group 45%2,233 7,219 WESPAC Advisors SoCal, LLC 30%2,025 4,839
SPINNAKER TRUST 1%2,225 379,495 PRINCIPAL FINANCIAL GROUP INC sold2,000 0
SCHMEIDLER A R & CO INC 5%2,091 43,620 Patriot Investment Management Inc. sold1,995 0
Certified Advisory Corp 19%2,081 13,117 ProVise Management Group, LLC 33%1,986 4,021
ROMAN BUTLER FULLERTON & CO 28%2,032 9,400 ALLIANCEBERNSTEIN L.P. 21%1,979 7,417
FRANKLIN RESOURCES INC 57%1,964 5,382 Edge Capital Group, LLC sold1,964 0
Capital Investment Advisory Services, LLC 26%1,953 9,466 55I, LLC 12%1,961 14,397
PROFFITT & GOODSON INC 10%1,924 21,004 Aveo Capital Partners, LLC 11%1,960 15,761
Graves-Light Private Wealth Management, Inc. 1%1,921 172,805 Bank of New York Mellon CORP 3%1,942 60,032
Budros, Ruhlin & Roe, Inc. 14%1,808 14,769 Nelson Roberts Investment Advisors, LLC 5%1,937 39,033
Robertson Stephens Wealth Management, LLC 2%1,801 89,626 NEXT Financial Group, Inc 25%1,895 5,639
BigSur Wealth Management LLC 16%1,800 12,920 Silverleafe Capital Partners, LLC 5%1,841 33,298
Strategic Wealth Advisors Group,Inc. 3%1,745 64,912 WEALTHSOURCE PARTNERS, LLC 14%1,818 10,880
IEQ CAPITAL, LLC 36%1,709 6,464 VIRIDIAN RIA, LLC 2%1,790 108,036
JAMES INVESTMENT RESEARCH INC 3%1,689 67,007 Berman Capital Advisors, LLC sold1,766 0
SpiderRock Advisors LLC 100%1,600 3,200 All Terrain Financial Advisors, LLC 40%1,730 2,596
Granite Investment Advisors, Inc. 4%1,596 40,529 Iowa State Bank 14%1,718 10,514
Choate Investment Advisors 2%1,579 86,975 Peak Financial Management, Inc. 27%1,705 4,547
Loveless Wealth Management LLC 12%1,579 14,536 Shulman DeMeo Asset Management LLC 28%1,659 4,289
Segment Wealth Management, LLC 5%1,574 31,601 BRINKER CAPITAL INC 34%1,637 3,249
REGIONS FINANCIAL CORP 20%1,527 9,177 Advanced Asset Management Advisors Inc 29%1,628 3,895
FIRST MANHATTAN CO 1,183%1,503 1,630 Salomon & Ludwin, LLC 1%1,601 121,339
Sage Capital Advisors,llc 69%1,483 3,636 Tarbox Group, Inc. sold1,583 0
Blue Creek Investment Partners, LLC 67%1,422 3,540 Americana Partners, LLC sold1,572 0
Capital Asset Advisory Services LLC 2,290%1,420 1,482 Worth Venture Partners, LLC 18%1,534 7,224
LYELL WEALTH MANAGEMENT, LP 10%1,405 15,460 Sequent Asset Management, LLC 5%1,524 30,851
FIDUCIARY TRUST CO 26%1,394 6,740 PINNACLE FINANCIAL PARTNERS INC 19%1,479 6,472
DAVIDSON D A & CO 13%1,357 12,005 Rampart Investment Management Company, LLC 25%1,476 4,376
PINNACLE ASSOCIATES LTD 8%1,329 18,842 Cypress Wealth Services, LLC 30%1,472 3,385
BRONFMAN E.L. ROTHSCHILD, L.P. 45%1,328 4,249 Measured Wealth Private Client Group, LLC 8%1,419 17,293
EP Wealth Advisors, Inc. 5%1,269 24,510 PRUDENTIAL FINANCIAL INC 16%1,380 7,150
Key FInancial Inc bought1,255 1,255 Private Wealth Advisors, Inc. 11%1,348 11,124
Ellis Investment Partners, LLC 21%1,236 7,182 Lakeview Capital Partners, LLC 45%1,279 1,551
Hillcrest Wealth Advisors - NY, LLC 31%1,213 5,138 Boltwood Capital Management 6%1,240 21,230
TRUSTCORE FINANCIAL SERVICES, LLC 130%1,201 2,122 Vigilant Capital Management, LLC 60%1,200 804
Ancora Advisors, LLC bought1,200 1,200 WELLINGTON MANAGEMENT CO LLP 14%1,135 6,731
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 3%1,195 41,195 Sabal Trust CO 3%1,133 41,077
Crescent Grove Advisors, LLC 42%1,176 4,009 Stearns Financial Services Group 25%1,118 3,317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11%1,149 11,257 Mechanics Bank Trust Department 3%1,092 33,874
Lehman & Derafelo Financial Resources LLC 507%1,140 1,365 Samalin Investment Counsel, LLC sold1,076 0
COURIER CAPITAL CORP 42%1,138 3,821 Parallel Advisors, LLC 30%1,045 2,427
Valeo Financial Advisors, LLC 12%1,136 10,341 Chicago Wealth Management, Inc. 1%1,040 106,865
MASSMUTUAL TRUST CO FSB/ADV bought1,125 1,125 RPg Family Wealth Advisory, LLC 15%1,026 5,675
Stony Point Wealth Management Inc. 4%1,119 30,325 PLIMOTH TRUST CO LLC 7%1,013 13,756
McGuire Investment Group, LLC 14%1,117 9,118 Neuberger Berman Group LLC 28%1,001 2,522
MBE Wealth Management, LLC bought1,116 1,116 ROCKLAND TRUST CO 14%988 6,119
BERRY GROUP, LLC 20%1,109 6,749 Riggs Asset Managment Co. Inc. 2%978 55,447
Kessler Investment Group, LLC bought1,077 1,077 Financial Enhancement Group LLC 39%972 1,552
First Financial Bank, N.A. - Trust Division 20%1,065 6,495 Fulcrum Equity Management 19%967 4,048
Aptus Capital Advisors, LLC bought1,060 1,060 FLAGSHIP HARBOR ADVISORS, LLC 10%951 9,058
Wealthcare Advisory Partners LLC 101%1,029 2,045 SIGMA INVESTMENT COUNSELORS INC 20%893 3,571
CVA Family Office, LLC bought1,010 1,010 JUNCTURE WEALTH STRATEGIES, LLC 7%891 11,939
Arkadios Wealth Advisors bought1,005 1,005 TSFG, LLC 12%891 6,318
Wharton Business Group, LLC 0%1,004 316,957 HOWARD CAPITAL MANAGEMENT 2%882 56,387
TD ASSET MANAGEMENT INC 7%973 14,993 CSat Investment Advisory, L.P. 10%820 7,500
AMERITAS INVESTMENT CORP 14%962 7,610 Raab & Moskowitz Asset Management LLC 19%795 3,441
American Institute for Advanced Investment Management, LLP 5%925 17,879 FINANCIAL COUNSELORS INC 2%772 36,393
GIRARD PARTNERS LTD. 40%905 3,163 Beacon Pointe Advisors, LLC 20%769 3,001
Estate Counselors, LLC 1%900 70,250 Winslow, Evans & Crocker, Inc. 7%756 10,612
Goelzer Investment Management, Inc. 15%890 6,801 Sepio Capital, LLC 0%751 166,949
St. Johns Investment Management Company, LLC 4%887 22,616 H D Vest Advisory Services 3%748 26,880
WEDBUSH MORGAN SECURITIES INC 4%881 23,849 Kovack Advisors, Inc. 8%738 9,013
Integer Wealth Advisors Group LLC 4%860 20,646 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 20%728 2,944
KEYBANK NATIONAL ASSOCIATION/OH 3%854 31,477 Capital Wealth Planning, LLC 10%718 6,530
Goss Wealth Management LLC 3%814 29,762 BRYN MAWR TRUST CO/PA 17%703 3,339
AlphaMark Advisors, LLC 31%797 3,346 greenwich Wealth Management LLC 13%682 4,613
Jacobi Capital Management LLC 14%792 6,408 Stewardship Financial Advisors, LLC sold680 0
D.B. Root & Company, LLC 15%773 5,906 Hochman Cole Investment Advisors, Inc. 1%672 128,110
Hartland & Co., LLC bought764 764 ASSOCIATED BANC-CORP 3%660 19,029
Ashfield Capital Partners, LLC 29%750 3,323 LIBERTY WEALTH MANAGEMENT LLC 73%624 235
Jackson, Grant Investment Advisers, Inc. 3%717 29,315 ROWLAND CARMICHAEL ADVISORS INC /ADV sold621 0
Capital Bank & Trust Co 153%717 1,187 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 32%608 1,264
WealthBridge Capital Management, LLC 6%690 11,569 Patten Group, Inc. 12%605 4,255
FineMark National Bank & Trust 25%687 3,464 Lenox Wealth Management, Inc. 54%559 485
Williams Jones Wealth Management, LLC. 9%677 7,922 BAILARD, INC. 6%555 8,901
CAROLINAS WEALTH CONSULTING LLC bought672 672 HoyleCohen, LLC 15%528 3,072
National Asset Management, Inc. 3%647 24,897 Horan Capital Advisors, LLC. sold523 0
Laurel Wealth Advisors, Inc. 8%608 7,761 Stack Financial Management, Inc 12%516 3,922
FRONTIER INVESTMENT MGMT CO 25%601 2,960 Diligent Investors, LLC 4%510 11,533
Principle Wealth Partners LLC 15%587 4,507 SCBT FINANCIAL CORP 7%500 6,816
CREDIT AGRICOLE S A 207%564 836 MARCO INVESTMENT MANAGEMENT LLC 7%500 6,383
KANAWHA CAPITAL MANAGEMENT LLC 3%555 16,758 HARBOR INVESTMENT ADVISORY, LLC 9%488 5,207
WAGNER CAPITAL MANAGEMENT CORP 1%549 64,456 Pacifica Partners Inc. 9%480 4,995
Aspire Private Capital, LLC 1%538 64,289 PATTEN & PATTEN INC/TN 1%479 38,341
TOMPKINS FINANCIAL CORP bought538 538 Regal Wealth Group, Inc. 97%461 16
Buckingham Asset Management, LLC 11%533 5,307 ATLANTA CAPITAL MANAGEMENT CO L L C 13%451 2,981
Sound Income Strategies, LLC bought523 523 Steel Peak Wealth Management LLC 4%448 10,997
Bristlecone Advisors, LLC 5%520 11,870 Ledyard National Bank 2%435 18,810
Cetera Investment Advisers 2%514 25,210 Arlington Financial Advisors, LLC 8%432 4,707
Ariel Capital Advisors, LLC 2%509 29,668 VERUS CAPITAL PARTNERS, LLC 2%425 20,406
Bernardo Wealth Planning LLC 10%508 5,739 Braun-Bostich & Associates Inc. 3%404 15,134
ZEKE CAPITAL ADVISORS, LLC 23%503 2,663 KINGS POINT CAPITAL MANAGEMENT 27%400 1,076
Narwhal Capital Management 14%500 4,000 KING LUTHER CAPITAL MANAGEMENT CORP 11%365 2,812
GLYNN JA & CO 3%500 15,845 Bank of Marin 2%362 17,638
Resources Investment Advisors, Inc. 15%490 3,804 Chicago Partners Investment Group LLC 12%354 2,494
WEBSTER BANK, N. A. 152%475 787 AMARILLO NATIONAL BANK 2%350 17,572
Madrona Financial Services, LLC 2%471 19,940 New England Investment & Retirement Group, Inc. 8%348 3,921
PUTNAM FL INVESTMENT MANAGEMENT CO 17%466 3,192 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8%343 3,862
Wealth Quarterback LLC bought446 446 Perennial Investment Advisors, LLC 3%342 10,354
INTL FCSTONE INC. 5%437 8,610 Investors Financial Group, LLC 5%333 7,054
Disciplined Investments, LLC bought433 433 YorkBridge Wealth Partners, LLC 8%332 3,710
FCG ADVISORS, LLC 17%405 2,853 Exchange Capital Management, Inc. 7%331 4,620
Cornerstone Advisory, LLP 4%400 11,450 BRAVE ASSET MANAGEMENT INC 1%325 54,962
Deane Retirement Strategies, Inc. 1%394 59,507 RPG Investment Advisory, LLC 5%325 6,884
HM PAYSON & CO bought373 373 LINCOLN NATIONAL CORP 3%324 10,939
Strategic Investment Advisors / MI 4%371 10,602 UNIONBANCAL CORP 7%320 4,193
Gilman Hill Asset Management, LLC 9%365 4,415 Steward Partners Investment Advisory, LLC 1%312 57,009
Lenox Wealth Advisors, Inc. bought358 358 Inscription Capital, LLC 9%312 3,251
Texas Capital Bank Wealth Management Services Inc 1%332 24,848 BANQUE PICTET & CIE SA 0%294 153,952
BENJAMIN EDWARDS INC 14%330 2,611 Pictet North America Advisors SA 0%294 153,952
CONDOR CAPITAL MANAGEMENT 3%321 10,457 IFG Advisory, LLC 1%287 25,050
BUTENSKY & COHEN FINANCIAL SECURITY, INC 3%321 10,779 ADIRONDACK TRUST CO 62%283 177
Total Clarity Wealth Management, Inc. 12%316 2,935 Magnus Financial Group LLC 5%281 5,365
HPM Partners LLC 12%309 2,820 Jackson Hole Capital Partners, LLC sold281 0
STEPHENS INC /AR/ 1%304 57,161 Keeler THomas Management LLC sold261 0
Tredje AP-fonden 1%300 22,700 Dorsey & Whitney Trust CO LLC 1%257 23,529
Fortis Advisors, LLC 33%290 1,181 TRUST CO OF VIRGINIA /VA 1%256 36,899
180 WEALTH ADVISORS, LLC 7%272 4,267 Financial Gravity Wealth, Inc. sold251 0
Oliver Luxxe Assets LLC 7%250 3,825 CONCENTRIC WEALTH MANAGEMENT, LLC 7%250 3,275
SIGNATUREFD, LLC 42%248 837 Homrich & Berg 7%250 3,450
HUNTINGTON NATIONAL BANK 3%245 8,699 Country Club Trust Company, n.a. 4%245 5,300
Bay Rivers Group 1%242 25,676 Brown Advisory Securities, LLC 9%243 2,614
Rice Partnership, LLC 91%238 500 TCF National Bank 6%239 3,670
Advisors Preferred, LLC bought228 228 Perkins Coie Trust Co 19%234 1,000
Westside Investment Management, Inc. bought225 225 Financial Partners Group, Inc 7%233 3,024
Paragon Capital Management LLC bought200 200 D L CARLSON INVESTMENT GROUP INC 4%232 5,055
FAGAN ASSOCIATES, INC. 5%189 4,331 Emerald Investment Partners, LLC 22%230 820
PNC FINANCIAL SERVICES GROUP INC 1%187 14,973 FIRST UNITED BANK TRUST/ 6%230 3,431
Baird Financial Group, Inc. bought178 178 DAGCO, INC. 6%225 3,438
Empirical Financial Services, LLC 5%174 3,407 DEARBORN PARTNERS LLC 7%223 3,077
HC FINANCIAL ADVISORS INC bought151 151 LVW Advisors, LLC 4%220 5,538
MONETARY MANAGEMENT GROUP INC 60%150 400 PARSONS CAPITAL MANAGEMENT INC/RI 5%215 4,068
Red Door Wealth Management, LLC bought148 148 Perigon Wealth Management, LLC 5%210 3,640
HCR Wealth Advisors 4%140 3,360 FARMERS & MERCHANTS INVESTMENTS INC 81%209 50
Personal Capital Advisors Corp 4%127 3,215 Bell Rock Capital LLC sold208 0
Hudock Moyer Wealth Resources, LLC 61%123 324 Plante Moran Financial Advisors Ltd Partnership 9%203 2,107
REILLY FINANCIAL ADVISORS, LLC 11%117 1,149 Coastal Investment Advisors, Inc. sold202 0
Capital Advisors, Ltd. LLC bought117 117 PITTENGER & ANDERSON INC 1%200 15,410
CWM Advisors, LLC bought113 113 Tradewinds Capital Management, LLC sold200 0
WHITTIER TRUST CO OF NEVADA INC 9%110 1,285 Chevy Chase Trust Holdings, Inc. 2%198 12,475
Stonebridge Capital Advisors LLC bought105 105 Financial Insights, Inc. 3%195 6,090
Tower View Investment Management & Research LLC 12%104 958 TL Private Wealth 8%193 2,315
WAYNE HUMMER INVESTMENTS L.L.C. 1%101 11,386 GSB Wealth Management, LLC sold186 0
Sugarloaf Wealth Management, LLC 14%100 798 Chesapeake Wealth Management 1%184 21,224
Biltmore Family Office, LLC 2%100 4,671 CREATIVE FINANCIAL DESIGNS INC /ADV sold176 0
BELLEVUE ASSET MANAGEMENT, LLC 26%100 491 HALLMARK CAPITAL MANAGEMENT INC 2%172 7,733
Sequoia Financial Advisors, LLC 3%100 3,892 Burns Wealth Management, Inc. 1%170 21,696
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4%100 2,482 Clear Harbor Asset Management, LLC sold150 0
Cribstone Capital Management, LLC 2%98 4,245 HOWARD WEALTH MANAGEMENT, LLC sold148 0
Quadrant Private Wealth Management, LLC 3%98 3,978 Moloney Securities Asset Management, LLC 1%143 22,733
PROEQUITIES, INC. 3%91 3,263 CLS INVESTMENT FIRM, LLC sold138 0
MARTIN & CO INC /TN/ 0%88 65,334 Weaver Consulting Group 12%135 1,026
Alpha Cubed Investments, LLC 3%87 2,909 Sonora Investment Management, LLC 30%133 312
Hanson McClain, Inc. 9%78 912 Capital Analysts, Inc. 95%130 7
Legacy Bridge, LLC 144%78 132 Pacitti Group Inc. 61%126 82
CPCM, LLC 1%65 6,858 Savior LLC sold124 0
Covington Capital Management 8%62 887 Sterling Investment Management, Inc. 2%120 6,717
Smith, Salley & Associates 1%61 11,070 DFPG INVESTMENTS, INC. 2%120 6,487
Larson Financial Group LLC 65%52 132 GOFEN & GLOSSBERG LLC /IL/ 3%118 4,212
TNB Financial 0%51 10,651 Moors & Cabot, Inc. 1%113 7,885
Lucia Wealth Services, LLC 1%50 3,418 SYM FINANCIAL CORPORATION 11%110 907
Financial Advisory Service, Inc. 1%48 4,259 WADE G W & INC 4%109 2,615
Global Wealth Management Investment Advisory, Inc. 15%48 372 Archer Investment Corp 85%108 19
Greenline Partners, LLC bought42 42 LCNB CORP 1%100 8,408
OXFORD FINANCIAL GROUP LTD bought42 42 Edge Wealth Management LLC 69%100 44
Advocacy Wealth Management Services, LLC 17%42 290 BRIDGER CAPITAL MANAGEMENT, LLC 2%99 5,912
PrairieView Partners, LLC bought41 41 New Potomac Partners, LLC 46%95 110
Royal Fund Management, LLC bought40 40 Community Financial Services Group, LLC 2%95 5,590
PRIVATE ASSET MANAGEMENT INC 1%40 3,642 Hartford Financial Management Inc. 4%91 1,940
First PREMIER Bank bought36 36 WEATHERLY ASSET MANAGEMENT LP /ADV 0%90 23,899
Windsor Capital Management, LLC 0%30 17,273 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 10%83 785
Independence Advisors, LLC 3%30 1,108 HBC Financial Services, PLLC 43%74 100
People's United Financial, Inc. 0%25 5,481 Rikoon Group, LLC 1%74 9,202
Danda Trouve Investment Management, Inc. 1%25 1,725 Financial Architects, Inc 1%70 9,524
Family Firm, Inc. 0%21 4,782 CYPRESS CAPITAL MANAGEMENT LLC 0%70 18,080
TD Capital Management LLC bought20 20 Joseph P. Lucia & Associates, LLC 1%69 4,643
MCF Advisors LLC 0%19 5,791 Minot Wealth Management LLC 2%60 3,873
Legacy Advisors, LLC 0%17 8,032 Gradient Investments LLC 11%58 492
Harwood Advisory Group, LLC bought17 17 Pinnacle Bank 13%55 378
HOWE & RUSLING INC bought12 12 FIRST COMMONWEALTH FINANCIAL CORP /PA/ 1%54 7,376
MANCHESTER FINANCIAL INC 6%11 193 BURNS J W & CO INC/NY 2%52 2,653
Northeast Financial Consultants Inc 0%8 6,787 Filbrandt Wealth Management, LLC sold50 0
Carroll Financial Associates, Inc. 1%7 1,254 HIGHLAND CAPITAL MANAGEMENT CORP 1%50 3,533
Squar Milner Financial Services LLC 0%7 2,451 VAUGHAN AND COMPANY SECURITIES, INC. 14%50 300
Manchester Capital Management LLC 0%5 65,573 Wellington Shields Capital Management, LLC 1%50 4,175
Winch Advisory Services, LLC 1%4 340 TFG Advisers LLC sold50 0
Asset Dedication, LLC 4%4 104 SAND HILL ADVISORS INC/CA 0%50 18,293
Sound View Wealth Advisors Group, LLC 0%2 2,502 Busey Trust CO 0%50 10,867
DUNCKER STREETT & CO INC 0%1 501 Frisch Financial Group, Inc. 0%48 61,462
Capital Advisory Group Advisory Services, LLC bought1 1 PFG Financial Advisors 1%47 6,251
Carmichael Hill & Associates, Inc. 0%1 1,753 ARLINGTON PARTNERS LLC sold46 0
HARVEST GROUP WEALTH MANAGEMENT, LLC 0%1 424 Massey, Quick & Co., LLC 20%44 181
ABSOLUTE INVESTMENT MANAGEMENT LLC 0%1 358 Allen Capital Group, LLC 1%39 5,167
Roble, Belko & Company, Inc 0%1 10,841 HANSEATIC MANAGEMENT SERVICES INC sold36 0
HighMark Wealth Management LLC 1%1 115 LYNCH & ASSOCIATES/IN 1%35 3,915
DONALDSON CAPITAL MANAGEMENT, LLC 1%35 3,403
Sandy Spring Bank 0%30 23,972
Providence Capital Advisors, LLC 7%28 380
QCI ASSET MANAGEMENT INC/NY sold26 0
TRUE Private Wealth Advisors 15%21 118
Summit X, LLC 1%17 2,584
NOESIS CAPITAL MANGEMENT CORP 0%15 15,217
DAVENPORT & CO LLC 0%7 5,375
Lloyd Advisory Services, LLC. sold7 0
ELCO Management Co., LLC 0%5 4,715
Ferris Capital, LLC no change 6,500
Abbrea Capital, LLC no change 5,977
Paragon Capital Management Ltd no change 6,458
EDMOND DE ROTHSCHILD HOLDING S.A. no change 3,150
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 5,534
1776 Wealth LLC no change 1,660
GLENMEDE TRUST CO NA no change 43,499
Bremer Bank National Association no change 50,026
TEXAS PERMANENT SCHOOL FUND no change 39,115
OKABENA INVESTMENT SERVICES INC no change 2,156
First National Bank of Hutchinson no change 23,547
Meristem, LLP no change 29,533
WELCH CAPITAL PARTNERS LLC/NY no change 65,710
ORBIMED ADVISORS LLC no change 113,200
TOCQUEVILLE ASSET MANAGEMENT LP no change 197,852
M&R CAPITAL MANAGEMENT INC no change 17
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD no change 175,815
Biltmore Wealth Management, LLC no change 166,921
Charles Schwab Trust Co no change 2,325
Advisory Resource Group no change 2,583
CITIZENS FINANCIAL GROUP INC/RI no change 150
Barnett & Company, Inc. no change 1,675
GAMCO INVESTORS, INC. ET AL no change 10,000
Abbot Financial Management, Inc. no change 10,100
Accuvest Global Advisors no change 8,829
BESSEMER SECURITIES LLC no change 8,600
Court Place Advisors, LLC no change 7,710
Affiance Financial, LLC no change 7,922
Retirement Network no change 5,454
ARROW FINANCIAL CORP no change 844
First Light Asset Management, LLC no change 18,241
CULLEN FROST BANKERS INC no change 2,857
Marquette Asset Management Inc. no change 16,600
MERIDIAN INVESTMENT COUNSEL INC. no change 15,597
WESTWOOD HOLDINGS GROUP INC no change 13,509
Aberdeen Wealth Management LLC no change 7,419
Allen Investment Management LLC no change 3,943
WEST BANCORPORATION INC no change 445
Sterling Investment Advisors, Ltd. no change 433
Ruggie Capital Group no change 400
Founders Capital Management no change 450
Crewe Advisors LLC no change 470
QUANTUM CAPITAL MANAGEMENT no change 500
Princeton Global Asset Management LLC no change 500
Kistler-Tiffany Companies, LLC no change 1,247
OLD SECOND NATIONAL BANK OF AURORA no change 325
Oakworth Capital, Inc. no change 324
SHINE INVESTMENT ADVISORY SERVICES INC no change 249
VALLEY NATIONAL ADVISERS INC no change 240
BerganKDV Wealth Management, LLC no change 229
GABLES CAPITAL MANAGEMENT INC. no change 259
Powell Investment Advisors, LLC no change 264
SVB Wealth Advisory, Inc. no change 320
Versant Capital Management, Inc no change 300
Private Capital Group, LLC no change 501
BALASA DINVERNO & FOLTZ LLC no change 3,000
Acropolis Investment Management, LLC no change 1,230
HYMAN CHARLES D no change 2,963
Financial Advantage, Inc. no change 770
Laurel Wealth Advisors LLC no change 826
Bedel Financial Consulting, Inc. no change 879
SECURITY NATIONAL TRUST CO no change 1,056
West Oak Capital, LLC no change 1,095
TRUEWEALTH LLC no change 756
AMERICAN NATIONAL BANK no change 752
Financeware, Inc. no change 600
Knuff & Co LLC no change 600
Summit Investment Advisors, Inc. no change 540
Linscomb & Williams, Inc. no change 2,964
Independence Bank of Kentucky no change 634
Mine & Arao Wealth Creation & Management, LLC. no change 720
Community Bank, N.A. no change 675
Botty Investors LLC no change 215
BOURGEON CAPITAL MANAGEMENT LLC no change 206
Glenview Trust Co no change 3,539
Timber Hill LLC no change 3,600
BFSG, LLC no change 3,650
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 1,543
Ascent Wealth Partners, LLC no change 2,527
Eagle Ridge Investment Management no change 3,285
SMITHFIELD TRUST CO no change 1,408
Keystone Financial Group no change 4,388
Ironsides Asset Advisors, LLC no change 4,500
Meridian Wealth Advisors, LLC no change 5,185
North Star Investment Management Corp. no change 1,571
First National Bank of South Miami no change 1,639
Concannon Wealth Management, LLC no change 1,560
HOWARD FINANCIAL SERVICES, LTD. no change 4,740
Columbus Macro, LLC no change 4,523
New England Private Wealth Advisors LLC no change 4,624
JNBA Financial Advisors no change 1,332
TWIN FOCUS CAPITAL PARTNERS, LLC no change 3,060
Cedar Mountain Advisors, LLC no change 161
MCMILLION CAPITAL MANAGEMENT INC no change 145
Brand Asset Management Group, Inc. no change 136
DELTA ASSET MANAGEMENT LLC/TN no change 168
Front Row Advisors LLC no change 1,255
TRUST CO OF VERMONT no change 183
LifePlan Financial Group, Inc no change 183
First Personal Financial Services no change 135
Ambassador Advisors, LLC no change 100
Eukles Asset Management no change 34
Patriot Financial Group Insurance Agency, LLC no change 26
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 19
D'Orazio & Associates, Inc. no change 51
Lee Financial CORP no change 56
BALLAST ADVISORS LLC no change 95
Tortoise Investment Management, LLC no change 75
MOODY LYNN & CO/ no change 5,430
*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.*