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STOCK TICKER:
ISHARE SPMC400BARGRO   (ticker: IJK)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
Financial Engines Advisors L.L.C. 879,533 560,316 57% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 590,483 565,223 4% 2020-03-31
UBS Group AG 542,329 639,561 15% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 329,021 461,687 29% 2020-03-31
DAVIDSON D A & CO 272,771 268,640 2% 2020-03-31
LPL Financial CORP 271,962 256,808 6% 2020-03-31
RAYMOND JAMES & ASSOCIATES 271,044 287,205 6% 2020-03-31
Raymond James Financial Services Advisors, Inc. 220,200 257,759 15% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 191,167 206,764 8% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 177,983 185,189 4% 2020-03-31
HighTower Advisors, LLC 155,797 163,623 5% 2020-03-31
Bank of New York Mellon CORP 150,455 119,250 26% 2020-03-31
MAI Wealth Advisors 127,481 119,016 7% 2020-03-31
J P MORGAN CHASE & CO 125,380 152,931 18% 2020-03-31
Capital Directions Investment Advisors, LLC 112,883 116,676 3% 2020-03-31
Salomon & Ludwin, LLC 112,500 111,844 1% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 104,144 107,769 3% 2020-03-31
REGIONS FINANCIAL CORP 100,407 98,160 2% 2020-03-31
Joel Isaacson & Co., LLC 90,402 94,606 4% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 86,726 0 New Buy 2020-03-31
Susquehanna International Group, LLP 81,909 4,287 1,811% 2020-03-31
Steward Partners Investment Advisory, LLC 80,782 96,452 16% 2020-03-31
Parcion Private Wealth LLC 75,380 44,356 70% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 72,828 74,740 3% 2020-03-31
Pensionmark Financial Group, LLC 72,308 64,407 12% 2020-03-31
COURIER CAPITAL CORP 65,623 63,589 3% 2020-03-31
FIRST MERCHANTS CORP 63,759 64,476 1% 2020-03-31
SPC Financial, Inc. 62,289 56,749 10% 2020-03-31
JONES FINANCIAL COMPANIES LLLP 61,845 62,536 1% 2020-03-31
Capital Advisors, Ltd. LLC 59,408 60,189 1% 2020-03-31
Ifrah Financial Services, Inc. 57,842 55,923 3% 2020-03-31
Centerpoint Advisors, LLC 53,663 51,486 4% 2020-03-31
FIFTH THIRD BANCORP 51,488 54,045 5% 2020-03-31
Yale Capital CORP 50,669 57,599 12% 2020-03-31
Financial Network 50,011 61,741 19% 2020-03-31
M&T BANK CORP 48,123 0 New Buy 2020-03-31
Csenge Advisory Group 47,090 44,945 5% 2020-03-31
SJA Financial Advisory, LLC 44,575 43,548 2% 2020-03-31
Hudson Capital Management LLC 43,097 44,296 3% 2020-03-31
Goelzer Investment Management, Inc. 39,817 41,163 3% 2020-03-31
FIRST HAWAIIAN BANK 38,611 39,101 1% 2020-03-31
Janney Montgomery Scott LLC 36,825 37,817 3% 2020-03-31
BANK OF STOCKTON 35,499 34,024 4% 2020-03-31
GHP Investment Advisors, Inc. 35,224 36,135 3% 2020-03-31
US BANCORP DE 34,783 0 New Buy 2020-03-31
Private Advisor Group, LLC 32,992 36,157 9% 2020-03-31
Perkins Coie Trust Co 32,904 34,216 4% 2020-03-31
Mechanics Bank Trust Department 32,199 29,182 10% 2020-03-31
Baird Financial Group, Inc. 5,498 0 New Buy 2020-03-31
CULLEN FROST BANKERS INC 0 29,635 Sold Out 2020-03-31
GREENLEAF TRUST 30,896 33,839 9% 2020-03-31
Starfire Investment Advisers, Inc. 28,798 30,430 5% 2020-03-31
First Personal Financial Services 28,419 29,245 3% 2020-03-31
BLAIR WILLIAM & CO/IL 26,194 25,956 1% 2020-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 25,985 27,017 4% 2020-03-31
Paracle Advisors, LLC 25,762 0 New Buy 2020-03-31
Mariner Wealth Advisors, LLC 24,886 26,361 6% 2020-03-31
TCF National Bank 23,728 23,358 2% 2020-03-31
JNBA Financial Advisors 23,683 24,833 5% 2020-03-31
Rockefeller Capital Management L.P. 23,428 11,430 105% 2020-03-31
FIRST CITIZENS BANK & TRUST CO 22,765 0 New Buy 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 22,658 20,303 12% 2020-03-31
UNIONBANCAL CORP 22,379 25,014 11% 2020-03-31
People's United Financial, Inc. 21,469 22,684 5% 2020-03-31
Creative Planning 20,135 19,622 3% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 19,472 18,840 3% 2020-03-31
Winfield Associates, Inc. 18,002 23,317 23% 2020-03-31
First Citizens Financial Corp 17,987 17,717 2% 2020-03-31
First Allied Advisory Services, Inc. 17,398 16,327 7% 2020-03-31
Integrys Wealth Advisors LLC 16,784 13,853 21% 2020-03-31
CREDIT SUISSE/ 16,650 48,401 66% 2020-03-31
Fulton Breakefield Broenniman LLC 16,621 17,074 3% 2020-03-31
HUNTINGTON NATIONAL BANK 16,582 20,841 20% 2020-03-31
Asset Management Group, Inc. 16,077 16,176 1% 2020-03-31
Guidance Point Advisors, LLC 16,021 16,076 0% 2020-03-31
MV Capital Management, Inc. 15,965 16,332 2% 2020-03-31
ASSOCIATED BANC-CORP 3,020 15,441 80% 2020-03-31
CITIGROUP INC 15,287 16,745 9% 2020-03-31
SECURITY NATIONAL TRUST CO 15,134 14,685 3% 2020-03-31
BANK OF MONTREAL /CAN/ 13,765 11,362 21% 2020-03-31
Argent Wealth Management LLC 13,566 12,235 11% 2020-03-31
HANCOCK HOLDING CO 13,420 10,820 24% 2020-03-31
Fulcrum Capital LLC 12,994 24,072 46% 2020-03-31
SMITH SHELLNUT WILSON LLC /ADV 12,562 12,506 0% 2020-03-31
Sandy Spring Bank 11,937 15,755 24% 2020-03-31
FIRST TRUST ADVISORS LP 11,923 12,755 7% 2020-03-31
Sigma Planning Corp 11,762 16,368 28% 2020-03-31
Neumann Capital Management, LLC 11,535 11,605 1% 2020-03-31
AdvisorNet Financial, Inc 11,515 12,465 8% 2020-03-31
NewFocus Financial Group, LLC 11,433 11,895 4% 2020-03-31
Nachman Norwood & Parrott, Inc 10,489 10,773 3% 2020-03-31
JANE STREET GROUP, LLC 10,348 0 New Buy 2020-03-31
Wellspring Financial Advisors, LLC 10,026 0 New Buy 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 9,995 9,749 3% 2020-03-31
UMB BANK N A/MO 9,390 9,974 6% 2020-03-31
ALLIANCEBERNSTEIN L.P. 9,092 7,991 14% 2020-03-31
Ullmann Financial Group, Inc. 8,977 8,757 3% 2020-03-31
Trexquant Investment LP 8,870 0 New Buy 2020-03-31
H D Vest Advisory Services 8,635 13,229 35% 2020-03-31
Homrich & Berg 8,611 6,690 29% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 8,598 8,487 1% 2020-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 8,574 27,130 68% 2020-03-31
NTV ASSET MANAGEMENT LLC 8,546 9,446 10% 2020-03-31
COMMERCE BANK N A/MO 8,449 8,228 3% 2020-03-31
WOLVERINE TRADING, LLC 8,184 0 New Buy 2020-03-31
Segment Wealth Management, LLC 7,925 7,925 No Change 2020-03-31
EP Wealth Advisors, Inc. 7,850 11,241 30% 2020-03-31
Veritable, L.P. 7,763 7,763 No Change 2020-03-31
Stordahl Capital Management, Inc. 7,678 8,079 5% 2020-03-31
Outlook Wealth Advisors, LLC 7,676 8,124 6% 2020-03-31
Country Club Trust Company, n.a. 7,393 7,438 1% 2020-03-31
Slow Capital, Inc. 7,393 9,119 19% 2020-03-31
Atlas Brown,Inc. 7,341 7,310 0% 2020-03-31
CWH Capital Management, Inc. 7,297 7,157 2% 2020-03-31
Stratos Wealth Partners, LTD. 7,257 7,565 4% 2020-03-31
HMS Capital Management, LLC 6,923 6,903 0% 2020-03-31
ALESCO ADVISORS LLC 6,905 6,905 No Change 2020-03-31
VIRIDIAN RIA, LLC 6,845 6,845 No Change 2020-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,820 6,981 2% 2020-03-31
IFG Advisory, LLC 6,579 8,232 20% 2020-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 6,574 7,025 6% 2020-03-31
OPPENHEIMER & CO INC 6,539 6,694 2% 2020-03-31
Mattern Wealth Management LLC 6,432 4,908 31% 2020-03-31
CAHABA WEALTH MANAGEMENT, INC. 6,058 8,014 24% 2020-03-31
COLONY GROUP LLC 5,870 6,939 15% 2020-03-31
WSFS CAPITAL MANAGEMENT, LLC 5,819 6,850 15% 2020-03-31
LWS Wealth Advisors, Inc. 5,747 9,360 39% 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 3,574 8,654 59% 2020-03-31
FineMark National Bank & Trust 5,636 5,636 No Change 2020-03-31
FINANCIAL COUNSELORS INC 5,619 6,153 9% 2020-03-31
PACIFIC FINANCIAL GROUP INC 5,592 5,473 2% 2020-03-31
Family Firm, Inc. 5,218 5,218 No Change 2020-03-31
Carnick & Kubik Group, LLC 5,200 4,556 14% 2020-03-31
STEPHENS INC /AR/ 5,155 5,220 1% 2020-03-31
CONGRESS ASSET MANAGEMENT CO /MA 5,111 1,788 186% 2020-03-31
MONECO Advisors, LLC 4,883 5,897 17% 2020-03-31
Summit Trail Advisors, LLC 4,778 0 New Buy 2020-03-31
WEALTHSOURCE PARTNERS, LLC 4,772 13,085 64% 2020-03-31
Veracity Capital LLC 4,705 0 New Buy 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 4,694 4,586 2% 2020-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 4,591 4,591 No Change 2020-03-31
Hartland & Co., LLC 4,530 4,729 4% 2020-03-31
Goss Wealth Management LLC 4,466 4,486 0% 2020-03-31
MAKENA CAPITAL MANAGEMENT LLC 4,423 4,537 3% 2020-03-31
Capital Analysts, Inc. 4,237 6,273 32% 2020-03-31
Ellis Investment Partners, LLC 4,188 4,124 2% 2020-03-31
QUANTUM CAPITAL MANAGEMENT 4,164 4,049 3% 2020-03-31
Pennsylvania Trust Co 4,016 0 New Buy 2020-03-31
BDO Wealth Advisors, LLC 4,010 5,061 21% 2020-03-31
RAYMOND JAMES TRUST CO 3,999 3,678 9% 2020-03-31
HYA Advisors, Inc 3,984 0 New Buy 2020-03-31
TRUST CO OF VERMONT 3,962 3,688 7% 2020-03-31
Hochman Cole Investment Advisors, Inc. 3,957 3,957 No Change 2020-03-31
Carmichael Hill & Associates, Inc. 3,933 4,107 4% 2020-03-31
Summit Investment Advisors, Inc. 3,918 3,848 2% 2020-03-31
JNB Advisors LLC 3,889 0 New Buy 2020-03-31
Private Capital Group, LLC 3,887 4,202 7% 2020-03-31
Edmonds Duncan Registered Investment Advisors, LLC 3,790 12,616 70% 2020-03-31
Front Row Advisors LLC 3,763 3,763 No Change 2020-03-31
SYNOVUS FINANCIAL CORP 3,739 3,214 16% 2020-03-31
Windsor Group LTD 3,731 3,349 11% 2020-03-31
One Capital Management, LLC 3,698 3,048 21% 2020-03-31
Harborview Advisors, LLC 3,662 3,655 0% 2020-03-31
9258 Wealth Management, LLC 3,650 0 New Buy 2020-03-31
Strategic Financial Group, LLC 3,632 0 New Buy 2020-03-31
Maltin Wealth Management, Inc. 3,629 4,394 17% 2020-03-31
Somerset Group LLC 3,619 3,619 No Change 2020-03-31
Bangor Savings Bank 3,564 3,639 2% 2020-03-31
IFP Advisors, Inc 3,562 4,208 15% 2020-03-31
Financial Advocates Investment Management 3,527 3,517 0% 2020-03-31
ENCORE BANK NA 3,466 3,552 2% 2020-03-31
PFG Advisors 3,460 5,505 37% 2020-03-31
PITTENGER & ANDERSON INC 3,450 3,450 No Change 2020-03-31
PROEQUITIES, INC. 3,396 3,495 3% 2020-03-31
SCBT FINANCIAL CORP 3,392 3,392 No Change 2020-03-31
Carroll Financial Associates, Inc. 3,392 3,464 2% 2020-03-31
GLENMEDE TRUST CO NA 3,388 3,388 No Change 2020-03-31
IHT Wealth Management, LLC 3,369 3,052 10% 2020-03-31
Patten Group, Inc. 3,360 3,840 13% 2020-03-31
DEARBORN PARTNERS LLC 3,313 3,953 16% 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 3,279 4,711 30% 2020-03-31
Montecito Bank & Trust 3,251 3,301 2% 2020-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 3,250 3,250 No Change 2020-03-31
LBMC INVESTMENT ADVISORS, LLC 3,222 3,120 3% 2020-03-31
CHARTER TRUST CO 3,160 3,688 14% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 3,075 3,075 No Change 2020-03-31
First Heartland Consultants, Inc. 3,048 3,455 12% 2020-03-31
Connecticut Wealth Management, LLC 3,013 3,612 17% 2020-03-31
INTRUST BANK NA 3,010 3,188 6% 2020-03-31
PACIFIC SUN FINANCIAL CORP 2,990 2,870 4% 2020-03-31
Global Retirement Partners, LLC 2,985 4,868 39% 2020-03-31
PRIVATE CAPITAL MANAGEMENT LLC 2,980 3,807 22% 2020-03-31
GRIFFIN ASSET MANAGEMENT, INC. 2,979 2,890 3% 2020-03-31
GABLES CAPITAL MANAGEMENT INC. 2,928 3,034 3% 2020-03-31
Multi-Financial Securities Corp 2,901 2,990 3% 2020-03-31
NWAM LLC 2,862 1,225 134% 2020-03-31
HPM Partners LLC 2,839 2,864 1% 2020-03-31
Marietta Wealth Management, LLC 2,805 2,805 No Change 2020-03-31
RFG Advisory Group, LLC 2,801 2,371 18% 2020-03-31
Compton Wealth Advisory Group, LLC 2,762 0 New Buy 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,714 2,577 5% 2020-03-31
MERIDIAN INVESTMENT COUNSEL INC. 2,661 2,661 No Change 2020-03-31
Hubbell Strickland Wealth Management, LLC 2,635 2,528 4% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 2,586 2,642 2% 2020-03-31
BOYS ARNOLD & CO INC 2,571 3,513 27% 2020-03-31
Harbour Capital Advisors, LLC 2,545 2,545 No Change 2020-03-31
BRINKER CAPITAL INC 2,525 2,184 16% 2020-03-31
SVA Plumb Wealth Management, LLC 2,522 2,501 1% 2020-03-31
Ballentine, Finn & Company, Inc. 2,520 0 New Buy 2020-03-31
Crescent Grove Advisors, LLC 2,502 10,727 77% 2020-03-31
Key FInancial Inc 2,499 2,935 15% 2020-03-31
BENJAMIN EDWARDS INC 2,489 1,767 41% 2020-03-31
REGENTATLANTIC CAPITAL LLC 2,467 2,467 No Change 2020-03-31
Oakworth Capital, Inc. 2,459 2,459 No Change 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 2,454 4,194 41% 2020-03-31
Meristem, LLP 2,443 2,443 No Change 2020-03-31
LeJeune Puetz Investment Counsel LLC 2,435 2,435 No Change 2020-03-31
OLD NATIONAL BANCORP /IN/ 2,345 2,414 3% 2020-03-31
Spectrum Asset Management, Inc. (NB/CA) 2,285 3,045 25% 2020-03-31
SOL Capital Management CO 2,277 2,270 0% 2020-03-31
C-J Advisory, Inc 2,257 6,583 66% 2020-03-31
ProVise Management Group, LLC 2,248 2,248 No Change 2020-03-31
Wolff Financial Management LLC 2,245 2,279 1% 2020-03-31
Alexandria Capital, LLC 2,194 2,205 0% 2020-03-31
First National Bank of South Miami 2,144 2,263 5% 2020-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,140 1,795 19% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 2,117 2,303 8% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 2,060 0 New Buy 2020-03-31
Modus Advisors, LLC 2,057 2,008 2% 2020-03-31
BESSEMER GROUP INC 2,054 3,604 43% 2020-03-31
KANAWHA CAPITAL MANAGEMENT LLC 2,020 2,045 1% 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,969 1,969 No Change 2020-03-31
Legacy Private Trust Co. 1,949 1,949 No Change 2020-03-31
NORRIS PERNE & FRENCH LLP/MI 1,946 1,961 1% 2020-03-31
Buckingham Asset Management, LLC 1,946 1,507 29% 2020-03-31
WELCH & FORBES LLC 1,935 1,185 63% 2020-03-31
CRA Financial Services, LLC 1,935 1,935 No Change 2020-03-31
Amerivest Investment Management LLC 1,934 80 2,318% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 1,924 3,168 39% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1,900 2,023 6% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 1,891 1,479 28% 2020-03-31
Allen Investment Management LLC 1,889 1,889 No Change 2020-03-31
Kingsview Wealth Management, LLC 1,872 0 New Buy 2020-03-31
Savant Capital Management Inc 1,871 1,820 3% 2020-03-31
Community Bank, N.A. 1,870 1,925 3% 2020-03-31
BRIDGES INVESTMENT MANAGEMENT INC 1,863 2,397 22% 2020-03-31
Chicago Partners Investment Group LLC 1,854 1,852 0% 2020-03-31
PRIVATE MANAGEMENT GROUP INC 1,844 1,844 No Change 2020-03-31
Arkadios Wealth Advisors 1,811 0 New Buy 2020-03-31
DOWLING & YAHNKE INC 1,801 1,806 0% 2020-03-31
Evercore Wealth Management, LLC 1,776 1,781 0% 2020-03-31
WASHINGTON TRUST BANK 1,768 0 New Buy 2020-03-31
WMS Partners, LLC 1,765 1,988 11% 2020-03-31
SIGMA INVESTMENT COUNSELORS INC 1,757 1,802 2% 2020-03-31
GOFEN & GLOSSBERG LLC /IL/ 1,707 1,707 No Change 2020-03-31
Soltis Investment Advisors LLC 1,707 0 New Buy 2020-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 1,700 1,700 No Change 2020-03-31
CITY HOLDING CO 1,697 1,797 6% 2020-03-31
ALERUS FINANCIAL NA 1,696 1,696 No Change 2020-03-31
DUBUQUE BANK & TRUST CO 1,692 1,856 9% 2020-03-31
Merit Financial Group, LLC 1,685 1,849 9% 2020-03-31
Capital Investment Advisors, LLC 1,655 1,547 7% 2020-03-31
Palisade Asset Management, LLC 1,634 1,709 4% 2020-03-31
SUMMIT FINANCIAL GROUP INC 1,632 1,644 1% 2020-03-31
BAILARD, INC. 1,628 1,628 No Change 2020-03-31
CAPTRUST FINANCIAL ADVISORS 1,612 0 New Buy 2020-03-31
Perigon Wealth Management, LLC 1,601 2,550 37% 2020-03-31
Harel Insurance Investments & Financial Services Ltd. 1,600 1,600 No Change 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 1,596 1,114 43% 2020-03-31
Sontag Advisory, LLC 1,596 0 New Buy 2020-03-31
Blue Creek Investment Partners, LLC 1,590 1,589 0% 2020-03-31
LexAurum Advisors, LLC 1,578 1,578 No Change 2020-03-31
Mosaic Family Wealth, LLC 1,544 1,544 No Change 2020-03-31
Kistler-Tiffany Companies, LLC 1,518 1,518 No Change 2020-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,515 0 New Buy 2020-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 1,512 1,512 No Change 2020-03-31
AE Wealth Management LLC 1,511 9,757 85% 2020-03-31
Capital Planning Advisors, LLC 1,510 4,297 65% 2020-03-31
Sowell Financial Services LLC 1,504 1,595 6% 2020-03-31
Venture Visionary Partners LLC 1,501 1,501 No Change 2020-03-31
BKD Wealth Advisors, LLC 1,500 1,575 5% 2020-03-31
Barrett Asset Management, LLC 1,492 15,992 91% 2020-03-31
Parallel Advisors, LLC 1,485 1,555 5% 2020-03-31
Hilltop Holdings Inc. 1,482 0 New Buy 2020-03-31
River Wealth Advisors LLC 1,482 1,571 6% 2020-03-31
Bremer Bank National Association 1,469 1,469 No Change 2020-03-31
Johnson Financial Group, Inc. 1,463 1,857 21% 2020-03-31
Peterson Wealth Advisors, LLC 1,454 1,629 11% 2020-03-31
SeaCrest Wealth Management, LLC 1,453 1,353 7% 2020-03-31
NBT BANK N A /NY 1,435 1,435 No Change 2020-03-31
SEI INVESTMENTS CO 1,425 0 New Buy 2020-03-31
Sheaff Brock Investment Advisors, LLC 1,421 0 New Buy 2020-03-31
Argent Trust Co 1,420 1,420 No Change 2020-03-31
ARGI Investment Services, LLC 1,417 1,886 25% 2020-03-31
HBK Sorce Advisory LLC 1,416 1,718 18% 2020-03-31
MEITAV DASH INVESTMENTS LTD 1,400 1,400 No Change 2020-03-31
Wambolt & Associates, LLC 1,394 1,394 No Change 2020-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 1,383 1,445 4% 2020-03-31
BBVA USA BANCSHARES INC 1,381 1,561 12% 2020-03-31
FormulaFolio Investments, LLC 1,380 48,265 97% 2020-03-31
Schneider Downs Wealth Management Advisors, LP 1,376 1,376 No Change 2020-03-31
All Terrain Financial Advisors, LLC 1,367 1,387 1% 2020-03-31
MA Private Wealth 1,366 1,365 0% 2020-03-31
RMB Capital Management, LLC 1,345 1,579 15% 2020-03-31
INVERNESS COUNSEL INC /NY/ 1,336 1,336 No Change 2020-03-31
Spectrum Management Group, Inc. 1,330 1,209 10% 2020-03-31
DAVIDSON TRUST CO 1,324 1,222 8% 2020-03-31
PEOPLES BANK NATIONAL ASSOCIATION 1,300 1,505 14% 2020-03-31
Personal Wealth Partners 1,300 1,490 13% 2020-03-31
Busey Trust CO 1,289 600 115% 2020-03-31
Filbrandt Wealth Management, LLC 1,256 1,256 No Change 2020-03-31
Rikoon Group, LLC 1,247 1,247 No Change 2020-03-31
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,230 1,416 13% 2020-03-31
Relaxing Retirement Coach 1,229 1,229 No Change 2020-03-31
West Branch Capital LLC 1,222 1,399 13% 2020-03-31
Jordan Park Group LLC 1,215 1,215 No Change 2020-03-31
Milestone Group, Inc. 1,207 0 New Buy 2020-03-31
Krueger & Catalano Capital Partners, LLC 1,195 1,136 5% 2020-03-31
Carnegie Capital Asset Management, LLC 1,193 1,193 No Change 2020-03-31
MATHER GROUP, INC. 1,191 1,366 13% 2020-03-31
Capital Bank & Trust Co 1,190 100 1,090% 2020-03-31
Financeware, Inc. 1,175 1,126 4% 2020-03-31
IEQ CAPITAL, LLC 1,132 1,128 0% 2020-03-31
CWM, LLC 1,093 1,887 42% 2020-03-31
Glassman Wealth Services 984 984 No Change 2020-03-31
Laurel Wealth Advisors LLC 958 956 0% 2020-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 935 872 7% 2020-03-31
Disciplined Investments, LLC 933 0 New Buy 2020-03-31
Financial Advisory Service, Inc. 930 848 10% 2020-03-31
CENTAURUS FINANCIAL, INC. 895 838 7% 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 875 974 10% 2020-03-31
Legacy Bridge, LLC 860 860 No Change 2020-03-31
Colorado Capital Management, Inc. 856 856 No Change 2020-03-31
AMERITAS INVESTMENT CORP 813 815 0% 2020-03-31
NEXT Financial Group, Inc 768 1,770 57% 2020-03-31
WHITTIER TRUST CO 740 740 No Change 2020-03-31
Lakeview Capital Partners, LLC 665 642 4% 2020-03-31
Evensky & Katz, Inc. 659 658 0% 2020-03-31
SVB Wealth Advisory, Inc. 657 657 No Change 2020-03-31
Pinnacle Bank 652 652 No Change 2020-03-31
SIGNATUREFD, LLC 618 1,682 63% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 603 603 No Change 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 602 0 New Buy 2020-03-31
Ellevest, Inc. 601 771 22% 2020-03-31
WEST BANCORPORATION INC 590 610 3% 2020-03-31
Norway Savings Bank 572 456 25% 2020-03-31
Parkside Financial Bank & Trust 558 1,009 45% 2020-03-31
Prime Capital Investment Advisors, LLC 500 500 No Change 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 495 494 0% 2020-03-31
Capital Advisory Group Advisory Services, LLC 18 0 New Buy 2020-03-31
DUNCKER STREETT & CO INC 475 675 30% 2020-03-31
VALLEY NATIONAL ADVISERS INC 467 467 No Change 2020-03-31
Element Wealth, LLC 461 482 4% 2020-03-31
TOMPKINS FINANCIAL CORP 441 332 33% 2020-03-31
TCI Wealth Advisors, Inc. 433 542 20% 2020-03-31
Capital Investment Advisory Services, LLC 433 433 No Change 2020-03-31
First Command Bank 418 256 63% 2020-03-31
First Command Financial Services, Inc. 418 256 63% 2020-03-31
STEPHENSON NATIONAL BANK & TRUST 355 355 No Change 2020-03-31
Arden Trust Co 333 0 New Buy 2020-03-31
Valeo Financial Advisors, LLC 326 326 No Change 2020-03-31
Tarbox Group, Inc. 322 0 New Buy 2020-03-31
Horrell Capital Management, Inc. 305 305 No Change 2020-03-31
Cascade Investment Advisors, Inc. 295 295 No Change 2020-03-31
Affiance Financial, LLC 287 287 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 285 275 4% 2020-03-31
Retirement Network 279 279 No Change 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 275 290 5% 2020-03-31
Berman Capital Advisors, LLC 269 269 No Change 2020-03-31
DIVIDEND GROWTH ADVISORS, LLC 265 175 51% 2020-03-31
Founders Capital Management 252 252 No Change 2020-03-31
CVA Family Office, LLC 251 0 New Buy 2020-03-31
AMERICAN NATIONAL BANK 244 244 No Change 2020-03-31
BALLAST ADVISORS LLC 244 244 No Change 2020-03-31
Sugarloaf Wealth Management, LLC 231 231 No Change 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220 348 37% 2020-03-31
Armor Investment Advisors, LLC 218 218 No Change 2020-03-31
Sound Income Strategies, LLC 217 217 No Change 2020-03-31
TRUE Private Wealth Advisors 211 210 0% 2020-03-31
Financial Architects, Inc 200 200 No Change 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 200 200 No Change 2020-03-31
Stonebridge Capital Advisors LLC 200 200 No Change 2020-03-31
Private Ocean, LLC 200 200 No Change 2020-03-31
Cordasco Financial Network 195 195 No Change 2020-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 193 159 21% 2020-03-31
Wealthcare Advisory Partners LLC 188 141 33% 2020-03-31
Jackson, Grant Investment Advisers, Inc. 172 171 1% 2020-03-31
Tortoise Investment Management, LLC 169 169 No Change 2020-03-31
HHM Wealth Advisors, LLC 154 0 New Buy 2020-03-31
Baystate Wealth Management LLC 152 152 No Change 2020-03-31
Manchester Capital Management LLC 150 150 No Change 2020-03-31
Bedel Financial Consulting, Inc. 136 136 No Change 2020-03-31
Emerald Investment Partners, LLC 134 134 No Change 2020-03-31
Independence Bank of Kentucky 131 131 No Change 2020-03-31
Asset Dedication, LLC 125 125 No Change 2020-03-31
SMITHFIELD TRUST CO 124 206 40% 2020-03-31
WASHINGTON TRUST CO 120 0 New Buy 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 116 116 No Change 2020-03-31
Cedar Mountain Advisors, LLC 113 113 No Change 2020-03-31
Sterling Investment Advisors, Ltd. 110 110 No Change 2020-03-31
Advisory Alpha, LLC 102 116 12% 2020-03-31
Cutler Group LP 100 100 No Change 2020-03-31
COUNTRY TRUST BANK 96 96 No Change 2020-03-31
MANCHESTER FINANCIAL INC 95 185 49% 2020-03-31
DEUTSCHE BANK AG 89 89 No Change 2020-03-31
TRUEWEALTH LLC 88 88 No Change 2020-03-31
John W. Brooker & Co., CPAs 87 87 No Change 2020-03-31
Firestone Capital Management 79 41 93% 2020-03-31
Blume Capital Management, Inc. 69 0 New Buy 2020-03-31
BerganKDV Wealth Management, LLC 67 67 No Change 2020-03-31
Litman Gregory Asset Management LLC 64 64 No Change 2020-03-31
TSFG, LLC 62 65 5% 2020-03-31
Massey, Quick & Co., LLC 58 0 New Buy 2020-03-31
Westside Investment Management, Inc. 50 0 New Buy 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 47 47 No Change 2020-03-31
ATTICUS WEALTH MANAGEMENT, LLC 47 47 No Change 2020-03-31
Trust Co 44 44 No Change 2020-03-31
Rice Partnership, LLC 42 42 No Change 2020-03-31
Ironwood Wealth Management, llc 40 72 44% 2020-03-31
HC FINANCIAL ADVISORS INC 40 0 New Buy 2020-03-31
HighMark Wealth Management LLC 40 39 3% 2020-03-31
Versant Capital Management, Inc 38 38 No Change 2020-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 38 38 No Change 2020-03-31
1776 Wealth LLC 36 36 No Change 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 35 35 No Change 2020-03-31
Sonora Investment Management, LLC 35 35 No Change 2020-03-31
Column Capital Advisors, LLC 35 35 No Change 2020-03-31
Lehman & Derafelo Financial Resources LLC 34 34 No Change 2020-03-31
Joseph P. Lucia & Associates, LLC 34 34 No Change 2020-03-31
Red Door Wealth Management, LLC 31 0 New Buy 2020-03-31
Forefront Analytics, LLC 27 0 New Buy 2020-03-31
Global Trust Asset Management, LLC 24 24 No Change 2020-03-31
CX Institutional 23 35 34% 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 23 0 New Buy 2020-03-31
Weaver Consulting Group 22 22 No Change 2020-03-31
Archer Investment Corp 22 22 No Change 2020-03-31
RPG Investment Advisory, LLC 20 20 No Change 2020-03-31
Efficient Wealth Management LLC 20 0 New Buy 2020-03-31
Lowe fs, LLC 19 19 No Change 2020-03-31
Engrave Wealth Partners LLC 18 18 No Change 2020-03-31
Gradient Investments LLC 17 17 No Change 2020-03-31
Brand Asset Management Group, Inc. 17 0 New Buy 2020-03-31
Hudock Moyer Wealth Resources, LLC 15 15 No Change 2020-03-31
First PREMIER Bank 15 0 New Buy 2020-03-31
Aptus Capital Advisors, LLC 12 12 No Change 2020-03-31
Prestige Wealth Management Group LLC 11 13 15% 2020-03-31
Hanson McClain, Inc. 10 0 New Buy 2020-03-31
Independence Advisors, LLC 9 189 95% 2020-03-31
Certified Advisory Corp 9 9 No Change 2020-03-31
MCMILLION CAPITAL MANAGEMENT INC 7 7 No Change 2020-03-31
USCA RIA LLC 1 7,105 100% 2020-03-31
BURNS J W & CO INC/NY 0 1,020 Sold Out 2020-03-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0 1,480 Sold Out 2020-03-31
RHUMBLINE ADVISERS 0 2,901 Sold Out 2020-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 0 963 Sold Out 2020-03-31
DAVIS R M INC 0 916 Sold Out 2020-03-31
BRYN MAWR TRUST CO/PA 0 950 Sold Out 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0 1,364 Sold Out 2020-03-31
Wallington Asset Management, LLC 0 880 Sold Out 2020-03-31
Truepoint, Inc. 0 2,345 Sold Out 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 0 70 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 355 Sold Out 2020-03-31
Cutter & CO Brokerage, Inc. 0 1,017 Sold Out 2020-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 957 Sold Out 2020-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0 92 Sold Out 2020-03-31
KCM INVESTMENT ADVISORS LLC 0 914 Sold Out 2020-03-31
DAVENPORT & CO LLC 0 885 Sold Out 2020-03-31
GRT CAPITAL PARTNERS LLC 0 1,226 Sold Out 2020-03-31
HAVERFORD TRUST CO 0 928 Sold Out 2020-03-31
CLS INVESTMENT FIRM, LLC 0 274 Sold Out 2020-03-31
FIRST INTERSTATE BANK 0 1,403 Sold Out 2020-03-31
Premier Asset Managment LLC 0 1,022 Sold Out 2020-03-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 0 45,926 Sold Out 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 246 Sold Out 2020-03-31
CONDOR CAPITAL MANAGEMENT 0 1,082 Sold Out 2020-03-31
National Asset Management, Inc. 0 877 Sold Out 2020-03-31
McKinley Carter Wealth Services, Inc. 0 60 Sold Out 2020-03-31
Hanlon Investment Management, Inc. 0 1,014 Sold Out 2020-03-31
BRIGHTON JONES LLC 0 1,106 Sold Out 2020-03-31
Institute for Wealth Management, LLC. 0 247 Sold Out 2020-03-31
Smith & Howard Wealth Management, LLC 0 955 Sold Out 2020-03-31
Private Wealth Advisors, Inc. 0 4,122 Sold Out 2020-03-31
King Wealth Management Group, LLC 0 25,705 Sold Out 2020-03-31
Telos Capital Management, Inc. 0 6,748 Sold Out 2020-03-31
Lenox Wealth Advisors, Inc. 0 55 Sold Out 2020-03-31
Stearns Financial Services Group 0 59 Sold Out 2020-03-31
Personal Capital Advisors Corp 0 2,061 Sold Out 2020-03-31
Dynamic Advisors Solutions LLC 0 1,027 Sold Out 2020-03-31
Northeast Financial Consultants Inc 0 1,044 Sold Out 2020-03-31
LINCOLN NATIONAL CORP 0 852 Sold Out 2020-03-31
MCF Advisors LLC 0 16 Sold Out 2020-03-31
BP WEALTH MANAGEMENT, LLC 0 507 Sold Out 2020-03-31
Karp Capital Management Corp 0 1,484 Sold Out 2020-03-31
Frontier Wealth Management LLC 0 844 Sold Out 2020-03-31
MISSION WEALTH MANAGEMENT, LLC 0 995 Sold Out 2020-03-31
Capital Asset Advisory Services LLC 0 72 Sold Out 2020-03-31
Traynor Capital Management, Inc. 0 1,723 Sold Out 2020-03-31
Integrated Investment Consultants, LLC 0 906 Sold Out 2020-03-31
ADVISORS MANAGEMENT GROUP INC /ADV 0 1,005 Sold Out 2020-03-31
Cribstone Capital Management, LLC 0 140 Sold Out 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 0 510 Sold Out 2020-03-31
Farmers & Merchants Trust Co of Chambersburg PA 0 243 Sold Out 2020-03-31
Meridian Wealth Management, LLC 0 1,268 Sold Out 2020-03-31
Independent Advisor Alliance 0 6,942 Sold Out 2020-03-31
GSB Wealth Management, LLC 0 99 Sold Out 2020-03-31
BFSG, LLC 0 990 Sold Out 2020-03-31
Legacy Advisors, LLC 0 2,885 Sold Out 2020-03-31
Vista Private Wealth Partners. LLC 0 992 Sold Out 2020-03-31
Monument Capital Management 0 18,883 Sold Out 2020-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 0 1,053 Sold Out 2020-03-31
Kendall Capital Management 0 1,002 Sold Out 2020-03-31
Leonard Rickey Investment Advisors P.L.L.C. 0 3,770 Sold Out 2020-03-31
AdvicePeriod, LLC 0 1,213 Sold Out 2020-03-31
Integrated Wealth Concepts LLC 0 2,132 Sold Out 2020-03-31
BOENNING & SCATTERGOOD, INC. 0 935 Sold Out 2020-03-31
Bell Rock Capital LLC 0 234 Sold Out 2020-03-31
ACIMA PRIVATE WEALTH, LLC 0 352 Sold Out 2020-03-31
GARRISON POINT ADVISORS, LLC 0 965 Sold Out 2020-03-31
Total Wealth Planning, LLC 0 1,044 Sold Out 2020-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 0 1,420 Sold Out 2020-03-31
Omega Financial Group, LLC 0 1,949 Sold Out 2020-03-31
Harvest Investment Services, LLC 0 1,914 Sold Out 2020-03-31
GYL FINANCIAL SYNERGIES, LLC 0 3,475 Sold Out 2020-03-31
Coastal Investment Advisors, Inc. 0 11 Sold Out 2020-03-31
WealthStone, Inc. 0 1,814 Sold Out 2020-03-31
Enterprise Trust & Investment Co 0 151 Sold Out 2020-03-31
Tranquility Partners, LLC 0 1,361 Sold Out 2020-03-31
BRIDGER CAPITAL MANAGEMENT, LLC 0 1,360 Sold Out 2020-03-31
Charles Schwab Trust Co 0 858 Sold Out 2020-03-31
Silicon Hills Wealth Management, LLC 0 3 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 10,607 Sold Out 2020-03-31
Benchmark Wealth Management, LLC 0 844 Sold Out 2020-03-31
SkyOak Wealt, LLC 0 861 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 29 Sold Out 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 0 25 Sold Out 2020-03-31
Samalin Investment Counsel, LLC 0 85 Sold Out 2020-03-31
Live Oak Private Wealth LLC 0 866 Sold Out 2020-03-31
Center for Financial Planning, Inc. 0 383 Sold Out 2020-03-31
EPG Wealth Management LLC 0 107 Sold Out 2020-03-31
Kerntke Otto McGlone Wealth Management Group 0 847 Sold Out 2020-03-31
Total Clarity Wealth Management, Inc. 0 235 Sold Out 2020-03-31
TFG Advisers LLC 0 601 Sold Out 2020-03-31
WELLS FARGO & CO/MN 5,189,170 5,271,843 2% 2019-12-31
MORGAN STANLEY 1,584,798 1,600,183 1% 2019-12-31
BANK OF AMERICA CORP /DE/ 933,989 909,916 3% 2019-12-31
GOLDMAN SACHS GROUP INC 68,577 69,081 1% 2019-12-31
FMR LLC 3 1 200% 2019-12-31
AMERIPRISE FINANCIAL INC 346,814 343,186 1% 2019-12-31
BB&T CORP 300,982 286,735 5% 2019-12-31
STIFEL FINANCIAL CORP 0 467,569 Sold Out 2019-12-31
NORTHERN TRUST CORP 188,691 182,886 3% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 159,524 159,483 0% 2019-12-31
ROYAL BANK OF CANADA 146,244 0 New Buy 2019-12-31
Equitable Holdings, Inc. 57,773 0 New Buy 2019-12-31
DUFF & PHELPS INVESTMENT MANAGEMENT CO 43,120 43,120 No Change 2019-12-31
HSBC HOLDINGS PLC 34,631 34,742 0% 2019-12-31
Advisor Group, Inc. 28,939 36,627 21% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 25,319 23,330 9% 2019-12-31
MML INVESTORS SERVICES, LLC 25,296 25,235 0% 2019-12-31
Cranbrook Wealth Management, LLC 21,537 22,089 2% 2019-12-31
Lido Advisors, LLC 18,396 16,665 10% 2019-12-31
Integer Wealth Advisors Group LLC 16,411 0 New Buy 2019-12-31
Platte River Wealth Advisors, LLC 13,924 0 New Buy 2019-12-31
Cresset Asset Management, LLC 11,503 11,503 No Change 2019-12-31
Silversage Advisors 9,790 0 New Buy 2019-12-31
Voya Financial Advisors, Inc. 9,007 9,611 6% 2019-12-31
Tower Research Capital LLC 7,853 11,300 31% 2019-12-31
Sawtooth Asset Management, Inc. 7,660 3,521 118% 2019-12-31
GUGGENHEIM CAPITAL LLC 7,100 0 New Buy 2019-12-31
Advisory Services Network, LLC 6,189 5,182 19% 2019-12-31
Aft, Forsyth & Company, Inc. 6,079 6,094 0% 2019-12-31
Crestwood Advisors LLC 5,034 5,092 1% 2019-12-31
Whitnell & Co. 4,667 4,389 6% 2019-12-31
TWO SIGMA SECURITIES, LLC 3,411 0 New Buy 2019-12-31
Atlas Private Wealth Management 3,175 0 New Buy 2019-12-31
Dana Investment Advisors, Inc. 3,127 3,209 3% 2019-12-31
Visionary Wealth Advisors 2,833 0 New Buy 2019-12-31
Ballew Advisors, Inc 2,746 2,416 14% 2019-12-31
BEAM Asset Management, LLC 2,589 0 New Buy 2019-12-31
Gladstone Institutional Advisory LLC 2,516 2,565 2% 2019-12-31
PSI Advisors, LLC 1,951 0 New Buy 2019-12-31
BROWN ADVISORY HOLDINGS INC 1,851 2,228 17% 2019-12-31
CB&T Wealth Management 1,850 0 New Buy 2019-12-31
Cornerstone Wealth Management, LLC 1,841 2,131 14% 2019-12-31
Mutual Advisors, LLC 1,735 1,793 3% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 1,649 1,668 1% 2019-12-31
Strategic Wealth Partners Group LLC 1,643 1,478 11% 2019-12-31
Peachtree Investment Partners, LLC 1,548 1,543 0% 2019-12-31
COMERICA SECURITIES,INC. 1,458 0 New Buy 2019-12-31
FORT PITT CAPITAL GROUP, LLC 1,344 1,319 2% 2019-12-31
PERRITT CAPITAL MANAGEMENT INC 1,320 1,320 No Change 2019-12-31
FAYEZ SAROFIM & CO 1,170 1,170 No Change 2019-12-31
Clear Perspective Advisors, LLC 1,122 1,122 No Change 2019-12-31
ADVISOR PARTNERS LLC 1,110 0 New Buy 2019-12-31
Altus Wealth Management, LLC 931 0 New Buy 2019-12-31
TNB Financial 905 905 No Change 2019-12-31
Ocean Endowment Partners, LLC 840 0 New Buy 2019-12-31
CNB Bank 615 615 No Change 2019-12-31
Gemmer Asset Management LLC 588 588 No Change 2019-12-31
Orion Portfolio Solutions, LLC 521 0 New Buy 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 461 484 5% 2019-12-31
SRS Capital Advisors, Inc. 459 456 1% 2019-12-31
FSA Wealth Management LLC 400 0 New Buy 2019-12-31
Endurance Wealth Management, Inc. 316 311 2% 2019-12-31
TI-TRUST, INC 262 0 New Buy 2019-12-31
HM PAYSON & CO 237 237 No Change 2019-12-31
Moser Wealth Advisors, LLC 210 0 New Buy 2019-12-31
Lloyd Advisory Services, LLC. 197 0 New Buy 2019-12-31
Meridian Wealth Partners, LLC 100 0 New Buy 2019-12-31
Hanson Investment Management 99 99 No Change 2019-12-31
Capital Investment Counsel, Inc 98 98 No Change 2019-12-31
SALEM INVESTMENT COUNSELORS INC 76 76 No Change 2019-12-31
Procyon Private Wealth Partners, LLC 65 0 New Buy 2019-12-31
Kore Private Wealth LLC 43 0 New Buy 2019-12-31
Tradewinds Capital Management, LLC 13 0 New Buy 2019-12-31
Permanens Capital L.P. 3 3 No Change 2019-12-31
AXA 0 53,660 Sold Out 2019-12-31
QUADRANT CAPITAL GROUP LLC 0 600 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 92 Sold Out 2019-12-31
Thor Advisors, LLC 0 477 Sold Out 2019-12-31
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