ISHARES TR SP US PFD (ticker: PFF) |
|
|
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 |
EXCHANGE TRADED CONCEPTS, LLC
|
2,576,293 |
2,464,520 |
5% |
2021-03-31 |
Edge Wealth Management LLC
|
1,298,494 |
1,160,317 |
12% |
2021-03-31 |
WELCH & FORBES LLC
|
996,279 |
933,941 |
7% |
2021-03-31 |
ADVISORS MANAGEMENT GROUP INC /ADV
|
620,704 |
265,593 |
134% |
2021-03-31 |
COUNTRY TRUST BANK
|
568,984 |
410,484 |
39% |
2021-03-31 |
Intersect Capital LLC
|
558,288 |
649,316 |
14% |
2021-03-31 |
Allegiant Private Advisors, LLC
|
544,767 |
590,958 |
8% |
2021-03-31 |
BANK OF OKLAHOMA NATIONAL ASSOCIATION /
|
425,473 |
415,619 |
2% |
2021-03-31 |
Private Advisor Group, LLC
|
362,298 |
0 |
New Buy |
2021-03-31 |
HUNTINGTON NATIONAL BANK
|
358,755 |
354,250 |
1% |
2021-03-31 |
Hanlon Investment Management, Inc.
|
338,357 |
356,048 |
5% |
2021-03-31 |
Fulton Breakefield Broenniman LLC
|
329,201 |
277,139 |
19% |
2021-03-31 |
Polaris Wealth Advisers, LLC
|
303,247 |
324,653 |
7% |
2021-03-31 |
Autus Asset Management, LLC
|
294,840 |
249,509 |
18% |
2021-03-31 |
Sowa Financial Group, Inc.
|
290,015 |
290,577 |
0% |
2021-03-31 |
Parkside Investments, LLC
|
289,960 |
276,002 |
5% |
2021-03-31 |
WENDELL DAVID ASSOCIATES INC
|
194,637 |
183,387 |
6% |
2021-03-31 |
Traverso Chambers Private Wealth Management, LLC
|
185,719 |
174,982 |
6% |
2021-03-31 |
Arkfeld Wealth Strategies, L.L.C.
|
161,695 |
161,676 |
0% |
2021-03-31 |
FIRST HAWAIIAN BANK
|
158,551 |
234,734 |
32% |
2021-03-31 |
Capital Advisors Wealth Management, LLC
|
157,918 |
0 |
New Buy |
2021-03-31 |
Powell Investment Advisors, LLC
|
151,103 |
155,446 |
3% |
2021-03-31 |
Bartlett & Co. LLC
|
141,127 |
154,953 |
9% |
2021-03-31 |
RFG Advisory Group, LLC
|
132,137 |
119,445 |
11% |
2021-03-31 |
Curbstone Financial Management Corp
|
126,020 |
110,700 |
14% |
2021-03-31 |
Money Design Co.,Ltd.
|
118,369 |
0 |
New Buy |
2021-03-31 |
HERON FINANCIAL GROUP, LLC
|
112,708 |
112,240 |
0% |
2021-03-31 |
Country Club Trust Company, n.a.
|
108,866 |
84,912 |
28% |
2021-03-31 |
Charles Schwab Trust Co
|
108,606 |
69,390 |
57% |
2021-03-31 |
BURNS J W & CO INC/NY
|
108,603 |
108,327 |
0% |
2021-03-31 |
Berson & Corrado Investment Advisors, LLC
|
98,240 |
64,045 |
53% |
2021-03-31 |
HMS Capital Management, LLC
|
88,723 |
8,219 |
979% |
2021-03-31 |
Pure Financial Advisors, Inc.
|
88,274 |
39,637 |
123% |
2021-03-31 |
Centric Wealth Management
|
87,020 |
0 |
New Buy |
2021-03-31 |
Independence Bank of Kentucky
|
85,640 |
74,040 |
16% |
2021-03-31 |
SUMMIT FINANCIAL GROUP INC
|
84,979 |
65,920 |
29% |
2021-03-31 |
ATTICUS WEALTH MANAGEMENT, LLC
|
84,555 |
79,809 |
6% |
2021-03-31 |
Liberty Capital Management, Inc.
|
80,273 |
62,683 |
28% |
2021-03-31 |
BANTA ASSET MANAGEMENT LP
|
75,230 |
248,325 |
70% |
2021-03-31 |
NBT BANK N A /NY
|
73,456 |
72,826 |
1% |
2021-03-31 |
Brookstone Capital Management
|
72,860 |
83,139 |
12% |
2021-03-31 |
Winfield Associates, Inc.
|
71,544 |
71,330 |
0% |
2021-03-31 |
Chronos Wealth Management, LLC
|
66,284 |
67,834 |
2% |
2021-03-31 |
AdvisorNet Financial, Inc
|
64,675 |
60,850 |
6% |
2021-03-31 |
CITY HOLDING CO
|
63,840 |
58,940 |
8% |
2021-03-31 |
Coastal Investment Advisors, Inc.
|
63,774 |
64,158 |
1% |
2021-03-31 |
Norway Savings Bank
|
61,875 |
51,546 |
20% |
2021-03-31 |
CMG Global Holdings, LLC
|
57,250 |
0 |
New Buy |
2021-03-31 |
FOCUS Wealth Advisors, LLC
|
54,858 |
54,169 |
1% |
2021-03-31 |
Foundations Investment Advisors, LLC
|
48,105 |
920,721 |
95% |
2021-03-31 |
North Star Investment Management Corp.
|
47,855 |
46,809 |
2% |
2021-03-31 |
David J Yvars Group
|
46,798 |
49,945 |
6% |
2021-03-31 |
Buffington Mohr McNeal
|
46,135 |
46,035 |
0% |
2021-03-31 |
Bath Savings Trust Co
|
46,030 |
45,690 |
1% |
2021-03-31 |
Private Advisory Group LLC
|
45,488 |
23,497 |
94% |
2021-03-31 |
Baldrige Asset Management LLC
|
44,289 |
37,253 |
19% |
2021-03-31 |
Monument Capital Management
|
43,524 |
24,224 |
80% |
2021-03-31 |
LBMC INVESTMENT ADVISORS, LLC
|
42,089 |
43,831 |
4% |
2021-03-31 |
Raub Brock Capital Management LP
|
41,475 |
28,400 |
46% |
2021-03-31 |
ASPIREON WEALTH ADVISORS
|
40,000 |
0 |
New Buy |
2021-03-31 |
BSC PRIVATE WEALTH MANAGEMENT, LLC
|
39,246 |
39,476 |
1% |
2021-03-31 |
Golden Green, Inc.
|
39,129 |
92,902 |
58% |
2021-03-31 |
SMITH SHELLNUT WILSON LLC /ADV
|
38,379 |
38,118 |
1% |
2021-03-31 |
FORTEM FINANCIAL GROUP, LLC
|
34,312 |
33,687 |
2% |
2021-03-31 |
Bellecapital International Ltd.
|
33,349 |
33,299 |
0% |
2021-03-31 |
FMA ADVISORY INC
|
32,643 |
0 |
New Buy |
2021-03-31 |
IFG Advisory, LLC
|
32,208 |
30,531 |
5% |
2021-03-31 |
Willis Johnson & Associates, Inc.
|
30,045 |
0 |
New Buy |
2021-03-31 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.
|
29,868 |
29,764 |
0% |
2021-03-31 |
Shilanski & Associates, Inc.
|
27,932 |
0 |
New Buy |
2021-03-31 |
First Financial Bank, N.A. - Trust Division
|
27,558 |
24,235 |
14% |
2021-03-31 |
ZEKE CAPITAL ADVISORS, LLC
|
27,322 |
27,322 |
No Change |
2021-03-31 |
Detalus Advisors, LLC
|
26,082 |
25,082 |
4% |
2021-03-31 |
Sound Income Strategies, LLC
|
23,340 |
36,301 |
36% |
2021-03-31 |
PINNACLE FINANCIAL PARTNERS INC
|
22,747 |
0 |
New Buy |
2021-03-31 |
TIAA, FSB
|
22,243 |
0 |
New Buy |
2021-03-31 |
MCDONALD PARTNERS LLC
|
20,912 |
20,912 |
No Change |
2021-03-31 |
Evolution Wealth Advisors, LLC
|
19,864 |
17,774 |
12% |
2021-03-31 |
HOHIMER WEALTH MANAGEMENT, LLC
|
19,680 |
17,215 |
14% |
2021-03-31 |
Asset Advisors Investment Management, LLC
|
19,525 |
17,625 |
11% |
2021-03-31 |
Falcon Wealth Planning
|
19,184 |
21,257 |
10% |
2021-03-31 |
HARBOR INVESTMENT ADVISORY, LLC
|
18,767 |
21,297 |
12% |
2021-03-31 |
E&G Advisors, LP
|
18,476 |
18,496 |
0% |
2021-03-31 |
EFG Asset Management (Americas) Corp.
|
18,382 |
12,974 |
42% |
2021-03-31 |
NORTHWEST INVESTMENT COUNSELORS, LLC
|
18,045 |
20,252 |
11% |
2021-03-31 |
Sabal Trust CO
|
16,942 |
16,942 |
No Change |
2021-03-31 |
Weaver Consulting Group
|
16,423 |
16,091 |
2% |
2021-03-31 |
Cypress Capital Group
|
15,658 |
15,683 |
0% |
2021-03-31 |
FULTON BANK, N.A.
|
15,115 |
15,115 |
No Change |
2021-03-31 |
Cohen Klingenstein, LLC
|
15,000 |
0 |
New Buy |
2021-03-31 |
NEXT Financial Group, Inc
|
2,633 |
2,633 |
No Change |
2021-03-31 |
INGALLS & SNYDER LLC
|
13,864 |
13,764 |
1% |
2021-03-31 |
Somerset Trust Co
|
13,491 |
13,491 |
No Change |
2021-03-31 |
A. D. Beadell Investment Counsel, Inc.
|
12,825 |
12,825 |
No Change |
2021-03-31 |
COLLECTIVE FAMILY OFFICE LLC
|
12,546 |
0 |
New Buy |
2021-03-31 |
Granite Investment Advisors, Inc.
|
12,000 |
17,500 |
31% |
2021-03-31 |
Keudell/Morrison Wealth Management
|
11,168 |
11,168 |
No Change |
2021-03-31 |
Stolper Co
|
10,819 |
11,014 |
2% |
2021-03-31 |
Global Trust Asset Management, LLC
|
10,688 |
10,853 |
2% |
2021-03-31 |
Global Retirement Partners, LLC
|
10,215 |
7,749 |
32% |
2021-03-31 |
TELEMUS CAPITAL, LLC
|
10,000 |
10,000 |
No Change |
2021-03-31 |
Garrett Investment Advisors LLC
|
9,908 |
8,575 |
16% |
2021-03-31 |
UNIVEST CORP OF PENNSYLVANIA
|
9,814 |
9,814 |
No Change |
2021-03-31 |
OPTIMUM INVESTMENT ADVISORS
|
9,688 |
9,688 |
No Change |
2021-03-31 |
Latitude Advisors, LLC
|
9,623 |
31,668 |
70% |
2021-03-31 |
Red Spruce Capital, LLC
|
9,446 |
6,073 |
56% |
2021-03-31 |
Austin Private Wealth, LLC
|
8,922 |
35,177 |
75% |
2021-03-31 |
CVA Family Office, LLC
|
8,475 |
0 |
New Buy |
2021-03-31 |
Omega Financial Group, LLC
|
8,197 |
7,667 |
7% |
2021-03-31 |
Wealth Enhancement & Preservation of GA, LLC
|
8,172 |
8,201 |
0% |
2021-03-31 |
Jacobsen Capital Management
|
8,070 |
9,130 |
12% |
2021-03-31 |
Security National Bank
|
7,779 |
7,779 |
No Change |
2021-03-31 |
Mayfair Advisory Group, LLC
|
7,612 |
7,612 |
No Change |
2021-03-31 |
CREATIVE FINANCIAL DESIGNS INC /ADV
|
7,538 |
4,802 |
57% |
2021-03-31 |
Taylor, Cottrill, Erickson & Associates, Inc.
|
7,420 |
5,645 |
31% |
2021-03-31 |
Adams Asset Advisors, LLC
|
7,307 |
7,307 |
No Change |
2021-03-31 |
Mayflower Financial Advisors, LLC
|
7,219 |
0 |
New Buy |
2021-03-31 |
MOSELEY INVESTMENT MANAGEMENT INC
|
7,205 |
8,225 |
12% |
2021-03-31 |
Apella Capital, LLC
|
6,508 |
8,075 |
19% |
2021-03-31 |
Carroll Financial Associates, Inc.
|
6,480 |
5,948 |
9% |
2021-03-31 |
Benchmark Wealth Management, LLC
|
6,414 |
6,414 |
No Change |
2021-03-31 |
Aurora Private Wealth, Inc.
|
6,319 |
8,152 |
22% |
2021-03-31 |
Crewe Advisors LLC
|
6,182 |
6,182 |
No Change |
2021-03-31 |
KMG FIDUCIARY PARTNERS, LLC
|
6,004 |
5,925 |
1% |
2021-03-31 |
Ipswich Investment Management Co., Inc.
|
5,994 |
5,994 |
No Change |
2021-03-31 |
LEAVELL INVESTMENT MANAGEMENT, INC.
|
5,840 |
5,840 |
No Change |
2021-03-31 |
GPS Wealth Strategies Group, LLC
|
5,838 |
0 |
New Buy |
2021-03-31 |
Carnegie Capital Asset Management, LLC
|
5,728 |
5,228 |
10% |
2021-03-31 |
Calamos Advisors LLC
|
5,525 |
5,525 |
No Change |
2021-03-31 |
Beacon Financial Advisory LLC
|
5,366 |
0 |
New Buy |
2021-03-31 |
MURPHY CAPITAL MANAGEMENT INC
|
5,280 |
0 |
New Buy |
2021-03-31 |
PERSONAL CFO SOLUTIONS, LLC
|
5,211 |
0 |
New Buy |
2021-03-31 |
Harbour Capital Advisors, LLC
|
5,200 |
0 |
New Buy |
2021-03-31 |
TSFG, LLC
|
4,661 |
4,428 |
5% |
2021-03-31 |
McClarren Financial Advisors, Inc.
|
3,701 |
3,672 |
1% |
2021-03-31 |
M&R CAPITAL MANAGEMENT INC
|
3,100 |
3,100 |
No Change |
2021-03-31 |
Gradient Investments LLC
|
2,816 |
4,386 |
36% |
2021-03-31 |
Private Ocean, LLC
|
2,785 |
4,028 |
31% |
2021-03-31 |
S.A. Mason LLC
|
1,754 |
1,754 |
No Change |
2021-03-31 |
Affiance Financial, LLC
|
1,418 |
1,418 |
No Change |
2021-03-31 |
Valeo Financial Advisors, LLC
|
1,207 |
907 |
33% |
2021-03-31 |
PrairieView Partners, LLC
|
1,202 |
1,348 |
11% |
2021-03-31 |
Baystate Wealth Management LLC
|
1,167 |
1,886 |
38% |
2021-03-31 |
Lowe fs, LLC
|
1,125 |
1,125 |
No Change |
2021-03-31 |
Pacifica Partners Inc.
|
1,001 |
998 |
0% |
2021-03-31 |
ADE, LLC
|
860 |
860 |
No Change |
2021-03-31 |
Lehman & Derafelo Financial Resources LLC
|
801 |
801 |
No Change |
2021-03-31 |
Sugarloaf Wealth Management, LLC
|
713 |
1,860 |
62% |
2021-03-31 |
American Research & Management Co.
|
700 |
700 |
No Change |
2021-03-31 |
Graves-Light Private Wealth Management, Inc.
|
562 |
562 |
No Change |
2021-03-31 |
HC FINANCIAL ADVISORS INC
|
312 |
312 |
No Change |
2021-03-31 |
Private Capital Group, LLC
|
291 |
291 |
No Change |
2021-03-31 |
Iron Horse Wealth Management, LLC
|
205 |
205 |
No Change |
2021-03-31 |
First Command Financial Services, Inc.
|
176 |
2,952 |
94% |
2021-03-31 |
MTM Investment Management, LLC
|
163 |
163 |
No Change |
2021-03-31 |
TOTH FINANCIAL ADVISORY CORP
|
145 |
145 |
No Change |
2021-03-31 |
Piscataqua Savings Bank
|
134 |
0 |
New Buy |
2021-03-31 |
WOLFF WIESE MAGANA LLC
|
112 |
112 |
No Change |
2021-03-31 |
Beacon Capital Management, Inc.
|
2 |
2 |
No Change |
2021-03-31 |
FARMERS & MERCHANTS INVESTMENTS INC
|
0 |
91 |
Sold Out |
2021-03-31 |
Capital Wealth Planning, LLC
|
0 |
5,284 |
Sold Out |
2021-03-31 |
Guild Investment Management, Inc.
|
0 |
43,900 |
Sold Out |
2021-03-31 |
First PREMIER Bank
|
0 |
1,365 |
Sold Out |
2021-03-31 |
Bogart Wealth, LLC
|
0 |
850 |
Sold Out |
2021-03-31 |
Stewardship Financial Advisors, LLC
|
0 |
210 |
Sold Out |
2021-03-31 |
HBW Advisory Services LLC
|
0 |
8,331 |
Sold Out |
2021-03-31 |
BFT FINANCIAL GROUP, LLC
|
0 |
6,859 |
Sold Out |
2021-03-31 |
Berkshire Bank
|
0 |
5,658 |
Sold Out |
2021-03-31 |
BANK OF AMERICA CORP /DE/
|
16,121,926 |
15,287,195 |
5% |
2020-12-31 |
MORGAN STANLEY
|
10,941,800 |
0 |
New Buy |
2020-12-31 |
WELLS FARGO & CO/MN
|
10,658,614 |
9,974,221 |
7% |
2020-12-31 |
GOLDMAN SACHS GROUP INC
|
7,657,535 |
5,204,021 |
47% |
2020-12-31 |
UBS Group AG
|
7,296,247 |
7,130,792 |
2% |
2020-12-31 |
J P MORGAN CHASE & CO
|
6,006,159 |
621,344 |
867% |
2020-12-31 |
FMR LLC
|
17 |
5,520,774 |
100% |
2020-12-31 |
LPL Financial CORP
|
4,846,617 |
4,611,582 |
5% |
2020-12-31 |
BESSEMER GROUP INC
|
42,670 |
42,670 |
No Change |
2020-12-31 |
ENVESTNET ASSET MANAGEMENT INC
|
4,281,558 |
4,013,992 |
7% |
2020-12-31 |
AMERIPRISE FINANCIAL INC
|
2,750,934 |
2,357,919 |
17% |
2020-12-31 |
FIFTH THIRD BANCORP
|
2,671,744 |
2,696,891 |
1% |
2020-12-31 |
DEUTSCHE BANK AG
|
2,046,009 |
2,029,903 |
1% |
2020-12-31 |
US BANCORP DE
|
1,946,197 |
2,041,484 |
5% |
2020-12-31 |
BP WEALTH MANAGEMENT, LLC
|
1,804,694 |
1,604,920 |
12% |
2020-12-31 |
COHEN & STEERS INC
|
1,692,118 |
37,277 |
4,439% |
2020-12-31 |
BB&T CORP
|
1,647,418 |
1,585,300 |
4% |
2020-12-31 |
FIRST INTERSTATE BANK
|
1,644,073 |
1,540,292 |
7% |
2020-12-31 |
KEYBANK NATIONAL ASSOCIATION/OH
|
1,633,769 |
1,589,860 |
3% |
2020-12-31 |
AMERICAN CENTURY COMPANIES INC
|
1,535,958 |
0 |
New Buy |
2020-12-31 |
EATON VANCE MANAGEMENT
|
1,453,619 |
1,494,127 |
3% |
2020-12-31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
|
1,447,904 |
1,581,934 |
8% |
2020-12-31 |
COMMONWEALTH EQUITY SERVICES, LLC.
|
1,226,405 |
1,535,475 |
20% |
2020-12-31 |
SG Americas Securities, LLC
|
1,143,318 |
12,718 |
8,890% |
2020-12-31 |
FUKOKU MUTUAL LIFE INSURANCE Co
|
1,135,000 |
1,135,000 |
No Change |
2020-12-31 |
Mariner Wealth Advisors, LLC
|
1,101,191 |
905,981 |
22% |
2020-12-31 |
Janney Montgomery Scott LLC
|
1,087,488 |
916,033 |
19% |
2020-12-31 |
Spectrum Asset Management, Inc.
|
1,073,073 |
1,179,494 |
9% |
2020-12-31 |
HighTower Advisors, LLC
|
1,057,649 |
899,865 |
18% |
2020-12-31 |
JANE STREET GROUP, LLC
|
1,022,068 |
2,310,218 |
56% |
2020-12-31 |
RAYMOND JAMES & ASSOCIATES
|
1,009,929 |
1,156,647 |
13% |
2020-12-31 |
Raymond James Financial Services Advisors, Inc.
|
1,003,376 |
963,495 |
4% |
2020-12-31 |
CAPTRUST FINANCIAL ADVISORS
|
996,771 |
826,561 |
21% |
2020-12-31 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
|
840,000 |
0 |
New Buy |
2020-12-31 |
MD Financial Management Inc.
|
785,667 |
773,190 |
2% |
2020-12-31 |
CONNING Asset Management Co.
|
781,359 |
781,359 |
No Change |
2020-12-31 |
Jaffetilchin Investment Partners, LLC
|
775,326 |
444,544 |
74% |
2020-12-31 |
Insight Wealth Strategies, LLC
|
759,791 |
739,643 |
3% |
2020-12-31 |
BANK OF MONTREAL /CAN/
|
693,200 |
346,726 |
100% |
2020-12-31 |
Baird Financial Group, Inc.
|
6,250 |
6,250 |
No Change |
2020-12-31 |
Summit Financial Wealth Advisors, LLC
|
639,940 |
643,681 |
1% |
2020-12-31 |
Full Sail Capital, LLC
|
622,772 |
743,305 |
16% |
2020-12-31 |
AFFINITY WEALTH MANAGEMENT
|
616,788 |
1,072,742 |
43% |
2020-12-31 |
State of Tennessee, Treasury Department
|
604,900 |
777,200 |
22% |
2020-12-31 |
SYNOVUS FINANCIAL CORP
|
594,282 |
595,193 |
0% |
2020-12-31 |
CREDIT SUISSE/
|
583,763 |
0 |
New Buy |
2020-12-31 |
Arrowpoint Asset Management, LLC
|
575,749 |
575,749 |
No Change |
2020-12-31 |
MML INVESTORS SERVICES, LLC
|
543,213 |
555,762 |
2% |
2020-12-31 |
Bard Financial Services, Inc.
|
535,735 |
0 |
New Buy |
2020-12-31 |
STIFEL FINANCIAL CORP
|
0 |
519,778 |
Sold Out |
2020-12-31 |
Kestra Advisory Services, LLC
|
528,979 |
387,358 |
37% |
2020-12-31 |
Atlantic Trust Group, LLC
|
520,836 |
0 |
New Buy |
2020-12-31 |
Financial Network
|
499,832 |
459,489 |
9% |
2020-12-31 |
AVALON ADVISORS L P
|
486,196 |
517,552 |
6% |
2020-12-31 |
STEPHENS INC /AR/
|
464,358 |
491,501 |
6% |
2020-12-31 |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC
|
445,267 |
551,001 |
19% |
2020-12-31 |
Keebeck Wealth Management, LLC
|
433,725 |
433,725 |
No Change |
2020-12-31 |
H D Vest Advisory Services
|
414,520 |
637,282 |
35% |
2020-12-31 |
Susquehanna International Group, LLP
|
394,372 |
295,700 |
33% |
2020-12-31 |
SMITHFIELD TRUST CO
|
390,802 |
429,506 |
9% |
2020-12-31 |
CITIGROUP INC
|
375,324 |
355,945 |
5% |
2020-12-31 |
Quaker Wealth Management, LLC
|
363,020 |
355,359 |
2% |
2020-12-31 |
MANUFACTURERES LIFE INSURANCE CO
|
191,920 |
194,393 |
1% |
2020-12-31 |
UNIONBANCAL CORP
|
360,496 |
362,288 |
0% |
2020-12-31 |
CLS INVESTMENT FIRM, LLC
|
316,802 |
303,978 |
4% |
2020-12-31 |
Burns Wealth Management, Inc.
|
315,468 |
647,552 |
51% |
2020-12-31 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
|
314,538 |
144,713 |
117% |
2020-12-31 |
MILLENNIUM MANAGEMENT LLC
|
301,839 |
132,720 |
127% |
2020-12-31 |
SPC Financial, Inc.
|
301,722 |
68,957 |
338% |
2020-12-31 |
QUEST INVESTMENT MANAGEMENT INC/OR
|
296,616 |
300,980 |
1% |
2020-12-31 |
Creative Planning
|
158,068 |
284,357 |
44% |
2020-12-31 |
Wharton Business Group, LLC
|
283,254 |
287,246 |
1% |
2020-12-31 |
ALLIANCEBERNSTEIN L.P.
|
282,547 |
283,967 |
1% |
2020-12-31 |
OVERBROOK MANAGEMENT CORP
|
282,461 |
277,467 |
2% |
2020-12-31 |
Baltimore-Washington Financial Advisors, Inc.
|
281,146 |
278,064 |
1% |
2020-12-31 |
Rockefeller Capital Management L.P.
|
280,626 |
290,199 |
3% |
2020-12-31 |
Regal Investment Advisors, LLC
|
279,629 |
56,309 |
397% |
2020-12-31 |
Northside Capital Management, LLC
|
273,143 |
273,143 |
No Change |
2020-12-31 |
Dynamic Advisors Solutions LLC
|
260,925 |
195,455 |
33% |
2020-12-31 |
Aft, Forsyth & Sober, LLC
|
259,835 |
18,700 |
1,289% |
2020-12-31 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
|
258,855 |
257,094 |
1% |
2020-12-31 |
Multi-Financial Securities Corp
|
249,654 |
230,467 |
8% |
2020-12-31 |
Steward Partners Investment Advisory, LLC
|
246,173 |
240,346 |
2% |
2020-12-31 |
Renaissance Technologies(Jim Simons)
|
243,400 |
351,900 |
31% |
2020-12-31 |
ATWOOD & PALMER INC
|
241,361 |
0 |
New Buy |
2020-12-31 |
Advisory Services Network, LLC
|
238,854 |
251,632 |
5% |
2020-12-31 |
High Falls Advisors, Inc
|
237,519 |
306,918 |
23% |
2020-12-31 |
BARCLAYS PLC
|
235,249 |
235,250 |
0% |
2020-12-31 |
BBVA USA BANCSHARES INC
|
226,520 |
237,496 |
5% |
2020-12-31 |
Westover Capital Advisors, LLC
|
219,779 |
211,926 |
4% |
2020-12-31 |
CITADEL ADVISORS LLC (Kenneth C. Griffin)
|
0 |
81,600 |
Sold Out |
2020-12-31 |
Cetera Investment Advisers
|
217,813 |
69,847 |
212% |
2020-12-31 |
MERCER GLOBAL ADVISORS INC /ADV
|
217,017 |
226,527 |
4% |
2020-12-31 |
Main Management LLC
|
216,422 |
206,447 |
5% |
2020-12-31 |
Goss Wealth Management LLC
|
212,603 |
89,918 |
136% |
2020-12-31 |
Moser Wealth Advisors, LLC
|
212,422 |
210,937 |
1% |
2020-12-31 |
Angeles Investment Advisors, LLC
|
210,046 |
194,411 |
8% |
2020-12-31 |
National Asset Management, Inc.
|
209,884 |
238,198 |
12% |
2020-12-31 |
BRAVE ASSET MANAGEMENT INC
|
207,093 |
118,385 |
75% |
2020-12-31 |
Crabel Capital Management, LLC
|
203,951 |
8,160 |
2,399% |
2020-12-31 |
NorthCoast Asset Management LLC
|
198,002 |
202,171 |
2% |
2020-12-31 |
Symmetry Partner, LLC
|
196,868 |
175,255 |
12% |
2020-12-31 |
FIRST NATIONAL TRUST CO
|
190,437 |
192,071 |
1% |
2020-12-31 |
TAP Consulting, LLC
|
187,713 |
180,969 |
4% |
2020-12-31 |
PineBridge Investments Ltd
|
186,312 |
186,312 |
No Change |
2020-12-31 |
Keystone Financial Group
|
182,806 |
183,577 |
0% |
2020-12-31 |
Windsor Capital Management, LLC
|
175,798 |
178,398 |
1% |
2020-12-31 |
Neuberger Berman Group LLC
|
175,513 |
130,936 |
34% |
2020-12-31 |
Cypress Wealth Services, LLC
|
173,450 |
169,791 |
2% |
2020-12-31 |
PARK AVENUE SECURITIES LLC
|
172,061 |
186,550 |
8% |
2020-12-31 |
Annex Advisory Services, LLC
|
170,208 |
0 |
New Buy |
2020-12-31 |
FRANKLIN RESOURCES INC
|
167,184 |
168,039 |
1% |
2020-12-31 |
GeoWealth Management, LLC
|
166,704 |
7,282 |
2,189% |
2020-12-31 |
AE Wealth Management LLC
|
0 |
74,274 |
Sold Out |
2020-12-31 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC
|
165,125 |
141,772 |
16% |
2020-12-31 |
Clearbridge Advisors, LLC
|
163,713 |
169,213 |
3% |
2020-12-31 |
Howard Capital Management Inc.
|
161,881 |
29,278 |
453% |
2020-12-31 |
Select Asset Management & Trust
|
160,727 |
0 |
New Buy |
2020-12-31 |
SCHRODER INVESTMENT MANAGEMENT GROUP
|
154,882 |
0 |
New Buy |
2020-12-31 |
PEAPACK GLADSTONE FINANCIAL CORP
|
154,387 |
128,013 |
21% |
2020-12-31 |
BANK OF NOVA SCOTIA /
|
150,013 |
0 |
New Buy |
2020-12-31 |
IBEX WEALTH ADVISORS
|
148,112 |
142,742 |
4% |
2020-12-31 |
Montecito Bank & Trust
|
147,835 |
133,647 |
11% |
2020-12-31 |
Shulman DeMeo Asset Management LLC
|
145,821 |
149,796 |
3% |
2020-12-31 |
Blue Fin Capital, Inc.
|
143,260 |
134,582 |
6% |
2020-12-31 |
Sterling Investment Advisors, Ltd.
|
141,202 |
135,429 |
4% |
2020-12-31 |
Kerntke Otto McGlone Wealth Management Group
|
141,031 |
139,737 |
1% |
2020-12-31 |
Ascendant Capital Management, LLC
|
139,500 |
0 |
New Buy |
2020-12-31 |
ROMAN BUTLER FULLERTON & CO
|
137,435 |
136,994 |
0% |
2020-12-31 |
Prospera Financial Services
|
135,453 |
6,325 |
2,042% |
2020-12-31 |
Jackson, Grant Investment Advisers, Inc.
|
131,834 |
131,505 |
0% |
2020-12-31 |
Stratos Wealth Partners, LTD.
|
130,646 |
131,556 |
1% |
2020-12-31 |
STABLEFORD CAPITAL II LLC
|
9,710 |
0 |
New Buy |
2020-12-31 |
FIERA SCEPTRE INC.
|
129,241 |
130,401 |
1% |
2020-12-31 |
San Luis Wealth Advisors LLC
|
129,236 |
0 |
New Buy |
2020-12-31 |
Prime Capital Investment Advisors, LLC
|
124,730 |
126,208 |
1% |
2020-12-31 |
KCM INVESTMENT ADVISORS LLC
|
123,863 |
136,353 |
9% |
2020-12-31 |
W.G. Shaheen & Associates DBA Whitney & Co
|
122,921 |
115,436 |
6% |
2020-12-31 |
Lido Advisors, LLC
|
120,889 |
125,392 |
4% |
2020-12-31 |
Sawtooth Asset Management, Inc.
|
119,600 |
19,135 |
525% |
2020-12-31 |
Oakmont Partners LLC
|
119,276 |
121,791 |
2% |
2020-12-31 |
KEN ROBERTS INVESTMENT MANAGEMENT INC
|
114,652 |
118,614 |
3% |
2020-12-31 |
MASSMUTUAL TRUST CO FSB/ADV
|
114,201 |
109,692 |
4% |
2020-12-31 |
WEDBUSH MORGAN SECURITIES INC
|
114,097 |
84,455 |
35% |
2020-12-31 |
HCR Wealth Advisors
|
113,906 |
108,671 |
5% |
2020-12-31 |
Bank of New York Mellon CORP
|
110,713 |
134,048 |
17% |
2020-12-31 |
Sageworth Trust Co
|
110,704 |
459,646 |
76% |
2020-12-31 |
HOWARD WEALTH MANAGEMENT, LLC
|
110,361 |
110,406 |
0% |
2020-12-31 |
Atlas Private Wealth Advisors
|
108,903 |
92,272 |
18% |
2020-12-31 |
DAVIDSON D A & CO
|
106,888 |
104,342 |
2% |
2020-12-31 |
TrueNorth, Inc.
|
106,597 |
109,157 |
2% |
2020-12-31 |
UNITED CAPITAL FINANCIAL ADVISERS,INC.
|
105,753 |
200,599 |
47% |
2020-12-31 |
ST GERMAIN D J CO INC
|
105,073 |
104,198 |
1% |
2020-12-31 |
DIAM Co., Ltd.
|
103,982 |
116,828 |
11% |
2020-12-31 |
Integrated Advisors Network LLC
|
103,578 |
101,013 |
3% |
2020-12-31 |
HSBC HOLDINGS PLC
|
103,196 |
101,263 |
2% |
2020-12-31 |
Miracle Mile Advisors, LLC
|
101,077 |
105,192 |
4% |
2020-12-31 |
DUNCKER STREETT & CO INC
|
100,456 |
111,144 |
10% |
2020-12-31 |
Sigma Planning Corp
|
99,324 |
99,645 |
0% |
2020-12-31 |
CFG Asset Management LLC
|
98,490 |
101,211 |
3% |
2020-12-31 |
Sound View Wealth Advisors Group, LLC
|
97,479 |
97,753 |
0% |
2020-12-31 |
BLAIR WILLIAM & CO/IL
|
96,673 |
63,610 |
52% |
2020-12-31 |
ALBION FINANCIAL GROUP /UT
|
94,896 |
0 |
New Buy |
2020-12-31 |
FormulaFolio Investments, LLC
|
94,511 |
0 |
New Buy |
2020-12-31 |
HBK Sorce Advisory LLC
|
94,314 |
108,074 |
13% |
2020-12-31 |
Mutual Advisors, LLC
|
93,108 |
74,261 |
25% |
2020-12-31 |
CHATHAM CAPITAL GROUP, INC.
|
92,315 |
90,665 |
2% |
2020-12-31 |
SRS Capital Advisors, Inc.
|
91,779 |
97,778 |
6% |
2020-12-31 |
Fieldpoint Private Securities, LLC
|
91,631 |
0 |
New Buy |
2020-12-31 |
SALEM INVESTMENT COUNSELORS INC
|
90,225 |
93,250 |
3% |
2020-12-31 |
Anfield Capital Management, LLC
|
88,307 |
0 |
New Buy |
2020-12-31 |
TCG Advisory Services, LLC
|
86,640 |
0 |
New Buy |
2020-12-31 |
Equitable Holdings, Inc.
|
85,970 |
81,330 |
6% |
2020-12-31 |
LFA - Lugano Financial Advisors SA
|
85,664 |
58,647 |
46% |
2020-12-31 |
GLENVIEW STATE BANK TRUST DEPT.
|
85,652 |
78,464 |
9% |
2020-12-31 |
J.W. COLE ADVISORS, INC.
|
85,570 |
98,161 |
13% |
2020-12-31 |
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV
|
85,124 |
66,657 |
28% |
2020-12-31 |
PETTYJOHN CO
|
84,100 |
82,005 |
3% |
2020-12-31 |
WHITTIER TRUST CO
|
83,109 |
92,999 |
11% |
2020-12-31 |
AJ WEALTH STRATEGIES, LLC
|
82,827 |
64,878 |
28% |
2020-12-31 |
Financial Advisory Service, Inc.
|
82,699 |
36,059 |
129% |
2020-12-31 |
IFP Advisors, Inc
|
82,492 |
0 |
New Buy |
2020-12-31 |
PROEQUITIES, INC.
|
82,472 |
85,960 |
4% |
2020-12-31 |
MACKENZIE FINANCIAL CORP
|
82,027 |
53,015 |
55% |
2020-12-31 |
REILLY FINANCIAL ADVISORS, LLC
|
81,886 |
20,176 |
306% |
2020-12-31 |
DONALDSON CAPITAL MANAGEMENT, LLC
|
81,481 |
0 |
New Buy |
2020-12-31 |
Day & Ennis, LLC
|
81,448 |
81,749 |
0% |
2020-12-31 |
PRUDENTIAL CORP PLC
|
80,000 |
200,000 |
60% |
2020-12-31 |
Joseph P. Lucia & Associates, LLC
|
77,972 |
82,689 |
6% |
2020-12-31 |
Cresset Asset Management, LLC
|
76,800 |
111,566 |
31% |
2020-12-31 |
Hilltop Holdings Inc.
|
76,516 |
16,076 |
376% |
2020-12-31 |
MT LUCAS MANAGEMENT CORP
|
75,295 |
69,193 |
9% |
2020-12-31 |
Paulson Wealth Management Inc.
|
74,356 |
0 |
New Buy |
2020-12-31 |
OPPENHEIMER & CO INC
|
73,875 |
65,019 |
14% |
2020-12-31 |
WADE G W & INC
|
73,875 |
79,259 |
7% |
2020-12-31 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
|
72,168 |
68,202 |
6% |
2020-12-31 |
Compass Financial Group, Inc.
|
72,038 |
71,989 |
0% |
2020-12-31 |
Capital Advisory Group Advisory Services, LLC
|
71,557 |
19,469 |
268% |
2020-12-31 |
BEACON FINANCIAL GROUP
|
70,823 |
72,739 |
3% |
2020-12-31 |
Mathes Company, Inc.
|
68,750 |
74,250 |
7% |
2020-12-31 |
Creegan & Nassoura Financial Group, LLC
|
68,450 |
68,575 |
0% |
2020-12-31 |
Change Path, LLC
|
1,120 |
1,120 |
No Change |
2020-12-31 |
NVWM, LLC
|
66,482 |
64,121 |
4% |
2020-12-31 |
M&T BANK CORP
|
64,722 |
65,490 |
1% |
2020-12-31 |
Northstar Group, Inc.
|
63,915 |
50,120 |
28% |
2020-12-31 |
Flaharty Asset Management, LLC
|
63,848 |
47,952 |
33% |
2020-12-31 |
Northwest Bancshares, Inc.
|
63,486 |
72,483 |
12% |
2020-12-31 |
YCMNET ADVISORS INC
|
62,993 |
62,722 |
0% |
2020-12-31 |
Black Swift Group, LLC
|
48,195 |
0 |
New Buy |
2020-12-31 |
Beacon Harbor Wealth Advisors, Inc.
|
62,252 |
60,915 |
2% |
2020-12-31 |
Q3 Asset Management
|
61,814 |
11,538 |
436% |
2020-12-31 |
TFG Advisers LLC
|
61,357 |
64,600 |
5% |
2020-12-31 |
Community Bank, N.A.
|
60,946 |
31,401 |
94% |
2020-12-31 |
LINCOLN NATIONAL CORP
|
60,620 |
62,101 |
2% |
2020-12-31 |
Uniplan Investment Counsel, Inc.
|
60,465 |
203,075 |
70% |
2020-12-31 |
Capital Asset Advisory Services LLC
|
60,418 |
65,073 |
7% |
2020-12-31 |
MV Capital Management, Inc.
|
60,093 |
79,213 |
24% |
2020-12-31 |
Legacy Capital Wealth Partners, LLC
|
59,829 |
0 |
New Buy |
2020-12-31 |
BROOKS, MOORE & ASSOCIATES, INC.
|
59,782 |
60,282 |
1% |
2020-12-31 |
LEVEL FOUR ADVISORY SERVICES, LLC
|
59,545 |
48,187 |
24% |
2020-12-31 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC
|
59,319 |
59,084 |
0% |
2020-12-31 |
Altium Wealth Management LLC
|
59,258 |
60,094 |
1% |
2020-12-31 |
Kingsview Wealth Management, LLC
|
58,570 |
51,520 |
14% |
2020-12-31 |
Chicago Partners Investment Group LLC
|
58,457 |
58,366 |
0% |
2020-12-31 |
MONTAG A & ASSOCIATES INC
|
58,402 |
0 |
New Buy |
2020-12-31 |
Financial Architects, Inc
|
58,081 |
60,072 |
3% |
2020-12-31 |
REGIONS FINANCIAL CORP
|
58,020 |
0 |
New Buy |
2020-12-31 |
Strategic Wealth Advisors Group,Inc.
|
57,920 |
45,385 |
28% |
2020-12-31 |
HAVERFORD TRUST CO
|
57,573 |
43,445 |
33% |
2020-12-31 |
BENJAMIN EDWARDS INC
|
57,268 |
0 |
New Buy |
2020-12-31 |
LeJeune Puetz Investment Counsel LLC
|
54,821 |
54,804 |
0% |
2020-12-31 |
Belpointe Asset Management LLC
|
54,648 |
0 |
New Buy |
2020-12-31 |
Orion Portfolio Solutions, LLC
|
54,644 |
93,486 |
42% |
2020-12-31 |
First National Bank of South Miami
|
54,424 |
55,424 |
2% |
2020-12-31 |
Telos Capital Management, Inc.
|
54,385 |
47,759 |
14% |
2020-12-31 |
Lineweaver Wealth Advisors, LLC
|
53,671 |
53,186 |
1% |
2020-12-31 |
SONATA CAPITAL GROUP INC
|
52,847 |
52,391 |
1% |
2020-12-31 |
Disciplined Investments, LLC
|
52,182 |
39,601 |
32% |
2020-12-31 |
Milestone Group, Inc.
|
51,923 |
51,299 |
1% |
2020-12-31 |
PINNACLE ASSOCIATES LTD
|
51,870 |
48,259 |
7% |
2020-12-31 |
ATRIA INVESTMENTS LLC
|
51,409 |
0 |
New Buy |
2020-12-31 |
GREENWOOD CAPITAL ASSOCIATES LLC
|
50,286 |
16,224 |
210% |
2020-12-31 |
BRYN MAWR TRUST CO/PA
|
49,911 |
51,146 |
2% |
2020-12-31 |
People's United Financial, Inc.
|
49,469 |
38,703 |
28% |
2020-12-31 |
DT Investment Partners, LLC
|
49,408 |
49,759 |
1% |
2020-12-31 |
WHITE PINE CAPITAL LLC
|
49,296 |
50,884 |
3% |
2020-12-31 |
Slow Capital, Inc.
|
49,280 |
50,827 |
3% |
2020-12-31 |
Sage Advisory Services, Ltd.Co.
|
49,235 |
50,790 |
3% |
2020-12-31 |
Western Wealth Management, LLC
|
49,192 |
50,789 |
3% |
2020-12-31 |
FIRST NATIONAL CORP /MA/ /ADV
|
49,190 |
49,975 |
2% |
2020-12-31 |
Eqis Capital Management, Inc.
|
48,400 |
51,618 |
6% |
2020-12-31 |
Azimuth Capital Management LLC
|
44,100 |
44,405 |
1% |
2020-12-31 |
Marquette Asset Management Inc.
|
48,252 |
48,252 |
No Change |
2020-12-31 |
PFG Advisors
|
47,420 |
48,269 |
2% |
2020-12-31 |
Windsor Creek Advisors, LLC
|
47,400 |
47,400 |
No Change |
2020-12-31 |
Patriot Investment Management Inc.
|
47,211 |
76,794 |
39% |
2020-12-31 |
ZACKS INVESTMENT MANAGEMENT
|
46,045 |
0 |
New Buy |
2020-12-31 |
Cordatus Wealth Management LLC
|
45,786 |
38,921 |
18% |
2020-12-31 |
Bank of Marin
|
44,154 |
35,263 |
25% |
2020-12-31 |
BRIGHTON JONES LLC
|
43,650 |
43,624 |
0% |
2020-12-31 |
Blue Creek Investment Partners, LLC
|
43,424 |
0 |
New Buy |
2020-12-31 |
WOLVERINE TRADING, LLC
|
43,200 |
89,689 |
52% |
2020-12-31 |
Veritable, L.P.
|
43,118 |
43,268 |
0% |
2020-12-31 |
Coastline Trust CO
|
42,875 |
36,935 |
16% |
2020-12-31 |
COLONY GROUP LLC
|
42,110 |
29,825 |
41% |
2020-12-31 |
Traynor Capital Management, Inc.
|
42,078 |
28,108 |
50% |
2020-12-31 |
ABSOLUTE INVESTMENT MANAGEMENT LLC
|
41,265 |
40,629 |
2% |
2020-12-31 |
TRANSCEND WEALTH COLLECTIVE, LLC
|
40,403 |
48,041 |
16% |
2020-12-31 |
Key FInancial Inc
|
40,074 |
41,057 |
2% |
2020-12-31 |
XML Financial, LLC
|
40,062 |
37,951 |
6% |
2020-12-31 |
AMERITAS INVESTMENT CORP
|
39,771 |
26,984 |
47% |
2020-12-31 |
EDMOND DE ROTHSCHILD HOLDING S.A.
|
39,555 |
29,273 |
35% |
2020-12-31 |
CALTON & ASSOCIATES, INC.
|
39,472 |
37,775 |
4% |
2020-12-31 |
TOCQUEVILLE ASSET MANAGEMENT LP
|
39,369 |
37,869 |
4% |
2020-12-31 |
Voya Financial Advisors, Inc.
|
39,310 |
122,806 |
68% |
2020-12-31 |
HANCOCK HOLDING CO
|
39,284 |
33,620 |
17% |
2020-12-31 |
FOUNDERS FINANCIAL SECURITIES LLC
|
39,103 |
32,894 |
19% |
2020-12-31 |
Accel Wealth Management
|
38,980 |
0 |
New Buy |
2020-12-31 |
Laurel Wealth Advisors LLC
|
38,760 |
18,785 |
106% |
2020-12-31 |
Verity Asset Management, Inc.
|
0 |
23,699 |
Sold Out |
2020-12-31 |
CAPITAL CITY TRUST CO/FL
|
37,916 |
38,328 |
1% |
2020-12-31 |
Johnson Financial Group, Inc.
|
37,787 |
47,432 |
20% |
2020-12-31 |
StrongBox Wealth, LLC
|
37,499 |
35,821 |
5% |
2020-12-31 |
Bull Street Advisors, LLC
|
37,497 |
37,622 |
0% |
2020-12-31 |
Orion Capital Management LLC
|
37,315 |
0 |
New Buy |
2020-12-31 |
Providence First Trust Co
|
36,916 |
6,851 |
439% |
2020-12-31 |
MMA ASSET MANAGEMENT LLC
|
36,906 |
0 |
New Buy |
2020-12-31 |
Hanson McClain, Inc.
|
36,564 |
36,126 |
1% |
2020-12-31 |
SP Asset Management
|
36,338 |
17,271 |
110% |
2020-12-31 |
Heritage Wealth Advisors
|
36,310 |
0 |
New Buy |
2020-12-31 |
CWM, LLC
|
36,089 |
41,504 |
13% |
2020-12-31 |
Essex Financial Services, Inc.
|
35,462 |
31,507 |
13% |
2020-12-31 |
Northstar Advisory Group, LLC
|
35,383 |
0 |
New Buy |
2020-12-31 |
Corient Capital Partners, LLC
|
35,193 |
58,747 |
40% |
2020-12-31 |
Wunderlich Securities, Inc.
|
35,078 |
33,143 |
6% |
2020-12-31 |
CPCM, LLC
|
35,062 |
17,712 |
98% |
2020-12-31 |
Navis Wealth Advisors, LLC
|
35,000 |
0 |
New Buy |
2020-12-31 |
KARPAS STRATEGIES LLC
|
34,375 |
34,375 |
No Change |
2020-12-31 |
New England Private Wealth Advisors LLC
|
34,335 |
24,495 |
40% |
2020-12-31 |
WT Wealth Management
|
34,029 |
6,693 |
408% |
2020-12-31 |
CENTAURUS FINANCIAL, INC.
|
33,958 |
43,370 |
22% |
2020-12-31 |
Ironwood Wealth Management, llc
|
33,787 |
33,510 |
1% |
2020-12-31 |
Aviance Capital Partners, LLC
|
33,624 |
34,410 |
2% |
2020-12-31 |
Comprehensive Portfolio Management, LLC
|
33,565 |
33,096 |
1% |
2020-12-31 |
Sunbelt Securities, Inc.
|
32,896 |
22,784 |
44% |
2020-12-31 |
Stelac Advisory Services LLC
|
32,729 |
15,531 |
111% |
2020-12-31 |
CARY STREET PARTNER INVESTMENT ADVISORY LLC
|
32,473 |
28,807 |
13% |
2020-12-31 |
Princeton Global Asset Management LLC
|
31,166 |
28,550 |
9% |
2020-12-31 |
STALEY CAPITAL ADVISERS INC
|
31,100 |
31,100 |
No Change |
2020-12-31 |
DAVENPORT & CO LLC
|
30,841 |
33,775 |
9% |
2020-12-31 |
We Are One Seven, LLC
|
30,757 |
26,783 |
15% |
2020-12-31 |
BANK OF THE WEST
|
30,669 |
24,678 |
24% |
2020-12-31 |
Goodman & Company, Investment Counsel Ltd.
|
30,523 |
29,811 |
2% |
2020-12-31 |
Brick & Kyle, Associates
|
30,182 |
31,292 |
4% |
2020-12-31 |
BCJ Capital Management, LLC
|
29,970 |
0 |
New Buy |
2020-12-31 |
PFG Financial Advisors
|
29,965 |
19,155 |
56% |
2020-12-31 |
Evercore Wealth Management, LLC
|
29,800 |
24,900 |
20% |
2020-12-31 |
Advisors Preferred, LLC
|
29,300 |
28,300 |
4% |
2020-12-31 |
TCTC Holdings, LLC
|
29,201 |
30,581 |
5% |
2020-12-31 |
RAYMOND JAMES TRUST CO
|
29,058 |
26,512 |
10% |
2020-12-31 |
WEATHERLY ASSET MANAGEMENT LP /ADV
|
28,611 |
33,259 |
14% |
2020-12-31 |
Capstone Investment Advisors, LLC
|
28,059 |
0 |
New Buy |
2020-12-31 |
Strategic Financial Group, LLC
|
27,892 |
17,802 |
57% |
2020-12-31 |
DB Wealth Management Group, LLC
|
27,877 |
0 |
New Buy |
2020-12-31 |
CULBERTSON A N & CO INC
|
27,734 |
21,202 |
31% |
2020-12-31 |
CARRET ASSET MANAGEMENT
|
27,663 |
28,548 |
3% |
2020-12-31 |
SeaCrest Wealth Management, LLC
|
27,594 |
26,671 |
3% |
2020-12-31 |
OPUS INVESTMENT MANAGEMENT INC
|
27,558 |
27,558 |
No Change |
2020-12-31 |
HARVEST VOLATILITY MANAGEMENT LLC
|
27,188 |
0 |
New Buy |
2020-12-31 |
King Wealth Management Group, LLC
|
26,976 |
0 |
New Buy |
2020-12-31 |
Pinnacle Wealth Management Advisory Group, LLC
|
26,925 |
23,315 |
15% |
2020-12-31 |
Independent Family Office, LLC
|
26,849 |
26,849 |
No Change |
2020-12-31 |
CAPITAL ONE FINANCIAL CORP
|
26,781 |
37,254 |
28% |
2020-12-31 |
HOLLENCREST SECURITIES LLC
|
26,545 |
25,025 |
6% |
2020-12-31 |
Main Street Financial Solutions, LLC
|
26,452 |
0 |
New Buy |
2020-12-31 |
EQ LLC
|
26,400 |
0 |
New Buy |
2020-12-31 |
Moors & Cabot, Inc.
|
26,250 |
27,714 |
5% |
2020-12-31 |
Cutler Group LP
|
10,000 |
0 |
New Buy |
2020-12-31 |
Summit Investment Advisors, Inc.
|
25,562 |
22,844 |
12% |
2020-12-31 |
SEAWARD MANAGEMENT LIMITED PARTNERSHIP
|
25,266 |
28,266 |
11% |
2020-12-31 |
Guidance Point Advisors, LLC
|
24,958 |
24,603 |
1% |
2020-12-31 |
GoalVest Advisory LLC
|
24,821 |
0 |
New Buy |
2020-12-31 |
Kovack Advisors, Inc.
|
24,676 |
23,467 |
5% |
2020-12-31 |
Aft, Forsyth & Company, Inc.
|
24,582 |
22,786 |
8% |
2020-12-31 |
Carmichael Hill & Associates, Inc.
|
24,430 |
25,403 |
4% |
2020-12-31 |
Capital Analysts, Inc.
|
24,396 |
25,702 |
5% |
2020-12-31 |
Valmark Advisers, Inc.
|
24,319 |
23,990 |
1% |
2020-12-31 |
Yale Capital CORP
|
24,173 |
24,158 |
0% |
2020-12-31 |
Occidental Asset Management, LLC
|
24,124 |
0 |
New Buy |
2020-12-31 |
Pacitti Group Inc.
|
23,758 |
23,620 |
1% |
2020-12-31 |
Summit X, LLC
|
23,693 |
35,905 |
34% |
2020-12-31 |
WRAPMANAGER INC
|
23,616 |
20,365 |
16% |
2020-12-31 |
Carnick & Kubik Group, LLC
|
23,359 |
0 |
New Buy |
2020-12-31 |
NORTHERN TRUST CORP
|
23,260 |
25,686 |
9% |
2020-12-31 |
Vanguard Capital Wealth Advisors
|
22,681 |
0 |
New Buy |
2020-12-31 |
Sowell Financial Services LLC
|
22,674 |
20,213 |
12% |
2020-12-31 |
Arete Wealth Advisors, LLC
|
22,571 |
0 |
New Buy |
2020-12-31 |
Sterling Financial Planning, Inc.
|
22,283 |
0 |
New Buy |
2020-12-31 |
Capital Advisors, Ltd. LLC
|
22,163 |
20,252 |
9% |
2020-12-31 |
SHUFRO ROSE & CO LLC
|
22,085 |
18,835 |
17% |
2020-12-31 |
BURNEY CO/
|
22,027 |
19,954 |
10% |
2020-12-31 |
BAKER TILLY FINANCIAL, LLC
|
21,845 |
0 |
New Buy |
2020-12-31 |
SkyOak Wealt, LLC
|
21,830 |
21,934 |
0% |
2020-12-31 |
Titus Wealth Management
|
21,811 |
19,688 |
11% |
2020-12-31 |
Ballentine, Finn & Company, Inc.
|
21,641 |
0 |
New Buy |
2020-12-31 |
NOTTINGHAM ADVISORS, INC.
|
21,580 |
21,580 |
No Change |
2020-12-31 |
Petix & Botte Co
|
21,312 |
22,314 |
4% |
2020-12-31 |
SMITH, MOORE & CO.
|
21,179 |
21,147 |
0% |
2020-12-31 |
BTS Asset Management, Inc.
|
20,766 |
20,766 |
No Change |
2020-12-31 |
FIRST MERCHANTS CORP
|
20,703 |
30,115 |
31% |
2020-12-31 |
BDO Wealth Advisors, LLC
|
20,420 |
24,912 |
18% |
2020-12-31 |
Phocas Financial CORP
|
20,403 |
0 |
New Buy |
2020-12-31 |
Virtue Capital Management, LLC
|
20,324 |
30,593 |
34% |
2020-12-31 |
SAGE RHINO CAPITAL LLC
|
20,135 |
19,979 |
1% |
2020-12-31 |
Joel Isaacson & Co., LLC
|
20,025 |
7,000 |
186% |
2020-12-31 |
Elk River Wealth Management, LLC
|
19,809 |
0 |
New Buy |
2020-12-31 |
Financial Advocates Investment Management
|
19,622 |
27,496 |
29% |
2020-12-31 |
Checchi Capital Advisers, LLC
|
19,580 |
19,580 |
No Change |
2020-12-31 |
PARSONS CAPITAL MANAGEMENT INC/RI
|
19,287 |
19,554 |
1% |
2020-12-31 |
WealthBridge Capital Management, LLC
|
19,159 |
16,672 |
15% |
2020-12-31 |
LifePro Asset Management
|
19,042 |
0 |
New Buy |
2020-12-31 |
ROOSEVELT INVESTMENT GROUP INC
|
18,956 |
0 |
New Buy |
2020-12-31 |
MONTICELLO WEALTH MANAGEMENT, LLC
|
18,816 |
0 |
New Buy |
2020-12-31 |
Rathbone Brothers plc
|
18,732 |
18,732 |
No Change |
2020-12-31 |
Edge Capital Group, LLC
|
18,690 |
23,190 |
19% |
2020-12-31 |
Waldron, LP
|
18,539 |
18,539 |
No Change |
2020-12-31 |
Sheaff Brock Investment Advisors, LLC
|
18,429 |
20,836 |
12% |
2020-12-31 |
Principle Wealth Partners LLC
|
18,367 |
9,688 |
90% |
2020-12-31 |
Stonehearth Capital Management, LLC
|
18,178 |
18,178 |
No Change |
2020-12-31 |
KESTRA PRIVATE WEALTH SERVICES, LLC
|
17,996 |
0 |
New Buy |
2020-12-31 |
CIBC World Markets Inc.
|
17,831 |
18,201 |
2% |
2020-12-31 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
17,798 |
18,256 |
3% |
2020-12-31 |
EP Wealth Advisors, Inc.
|
17,721 |
17,194 |
3% |
2020-12-31 |
Alpha Omega Wealth Management LLC
|
17,553 |
16,386 |
7% |
2020-12-31 |
JFS WEALTH ADVISORS, LLC
|
17,371 |
17,541 |
1% |
2020-12-31 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT
|
17,288 |
18,265 |
5% |
2020-12-31 |
AlphaStar Capital Management, LLC
|
16,512 |
11,482 |
44% |
2020-12-31 |
Good Life Advisors, LLC
|
16,409 |
13,788 |
19% |
2020-12-31 |
Claybrook Capital, LLC
|
16,400 |
16,400 |
No Change |
2020-12-31 |
Betterment LLC
|
16,342 |
15,905 |
3% |
2020-12-31 |
BerganKDV Wealth Management, LLC
|
16,316 |
0 |
New Buy |
2020-12-31 |
STATE BANK & TRUST
|
16,258 |
15,343 |
6% |
2020-12-31 |
Buckingham Asset Management, LLC
|
16,180 |
11,064 |
46% |
2020-12-31 |
Inscription Capital, LLC
|
16,142 |
0 |
New Buy |
2020-12-31 |
ProVise Management Group, LLC
|
15,985 |
17,084 |
6% |
2020-12-31 |
First Heartland Consultants, Inc.
|
15,875 |
15,842 |
0% |
2020-12-31 |
CWA Asset Management Group, LLC
|
15,823 |
6,983 |
127% |
2020-12-31 |
Mechanics Bank Trust Department
|
15,790 |
8,705 |
81% |
2020-12-31 |
SAGE FINANCIAL GROUP INC
|
15,701 |
14,594 |
8% |
2020-12-31 |
Interactive Financial Advisors
|
15,595 |
19,530 |
20% |
2020-12-31 |
Delta Investment Management, LLC
|
15,501 |
0 |
New Buy |
2020-12-31 |
Tradition Wealth Management, LLC
|
15,493 |
0 |
New Buy |
2020-12-31 |
Avestar Capital, LLC
|
15,472 |
9,557 |
62% |
2020-12-31 |
Charles Schwab Investment Advisory, Inc.
|
15,447 |
0 |
New Buy |
2020-12-31 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
|
15,329 |
15,329 |
No Change |
2020-12-31 |
CHARTER TRUST CO
|
15,125 |
11,725 |
29% |
2020-12-31 |
Relative Value Partners Group, LLC
|
15,060 |
15,936 |
5% |
2020-12-31 |
Feltz Wealth PLAN Inc.
|
15,036 |
7,872 |
91% |
2020-12-31 |
Venture Visionary Partners LLC
|
15,020 |
0 |
New Buy |
2020-12-31 |
GUGGENHEIM CAPITAL LLC
|
15,018 |
8,848 |
70% |
2020-12-31 |
Bowie Capital Management, LLC
|
15,000 |
15,000 |
No Change |
2020-12-31 |
GYL FINANCIAL SYNERGIES, LLC
|
14,990 |
16,655 |
10% |
2020-12-31 |
Barrett Asset Management, LLC
|
14,962 |
14,962 |
No Change |
2020-12-31 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
|
14,892 |
14,076 |
6% |
2020-12-31 |
PETERSEN FLYNN & DINSMORE INC
|
14,885 |
14,885 |
No Change |
2020-12-31 |
Beaumont Financial Partners, LLC
|
14,587 |
6,613 |
121% |
2020-12-31 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC
|
14,522 |
14,662 |
1% |
2020-12-31 |
RSM US WEALTH MANAGEMENT LLC
|
14,512 |
14,732 |
1% |
2020-12-31 |
Rehmann Capital Advisory Group
|
14,313 |
16,569 |
14% |
2020-12-31 |
Alexandria Capital, LLC
|
14,169 |
14,169 |
No Change |
2020-12-31 |
Emerald Investment Partners, LLC
|
14,089 |
29,895 |
53% |
2020-12-31 |
WATERS PARKERSON & CO INC
|
14,049 |
14,049 |
No Change |
2020-12-31 |
WEST CHESTER CAPITAL ADVISORS, INC
|
13,870 |
0 |
New Buy |
2020-12-31 |
HYMAN CHARLES D
|
13,830 |
0 |
New Buy |
2020-12-31 |
FineMark National Bank & Trust
|
13,812 |
13,812 |
No Change |
2020-12-31 |
Financial Engines Advisors L.L.C.
|
13,793 |
15,570 |
11% |
2020-12-31 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
|
13,630 |
13,630 |
No Change |
2020-12-31 |
Magnus Financial Group LLC
|
13,607 |
13,570 |
0% |
2020-12-31 |
CITIZENS FINANCIAL GROUP INC/RI
|
13,532 |
13,532 |
No Change |
2020-12-31 |
SFMG, LLC
|
13,497 |
12,696 |
6% |
2020-12-31 |
DUBUQUE BANK & TRUST CO
|
13,292 |
0 |
New Buy |
2020-12-31 |
Endurance Wealth Management, Inc.
|
13,265 |
13,265 |
No Change |
2020-12-31 |
Bristlecone Advisors, LLC
|
13,224 |
2,858 |
363% |
2020-12-31 |
Grandview Asset Management LLC
|
13,215 |
12,651 |
4% |
2020-12-31 |
Samalin Investment Counsel, LLC
|
13,134 |
14,316 |
8% |
2020-12-31 |
Cottage Street Advisors LLC
|
13,057 |
14,054 |
7% |
2020-12-31 |
Ausdal Financial Partners, Inc.
|
13,020 |
12,648 |
3% |
2020-12-31 |
KLINGENSTEIN FIELDS & CO LLC
|
13,010 |
13,010 |
No Change |
2020-12-31 |
Argent Trust Co
|
12,996 |
12,996 |
No Change |
2020-12-31 |
FIRST AMERICAN TRUST CO
|
12,943 |
12,943 |
No Change |
2020-12-31 |
Archer Investment Corp
|
12,900 |
12,900 |
No Change |
2020-12-31 |
Lenox Wealth Advisors, Inc.
|
12,796 |
12,891 |
1% |
2020-12-31 |
Cypress Capital Management LLC (WY)
|
12,779 |
14,039 |
9% |
2020-12-31 |
Mattern Wealth Management LLC
|
12,738 |
11,897 |
7% |
2020-12-31 |
Somerset Group LLC
|
12,650 |
12,650 |
No Change |
2020-12-31 |
Capital Investment Advisory Services, LLC
|
12,582 |
10,035 |
25% |
2020-12-31 |
Van Hulzen Asset Management, LLC
|
12,559 |
13,340 |
6% |
2020-12-31 |
HAP Trading, LLC
|
12,500 |
24,900 |
50% |
2020-12-31 |
Mirae Asset Global Investments Co., Ltd.
|
12,500 |
12,500 |
No Change |
2020-12-31 |
MJP ASSOCIATES INC /ADV
|
12,497 |
0 |
New Buy |
2020-12-31 |
Jacobi Capital Management LLC
|
12,239 |
11,334 |
8% |
2020-12-31 |
Windsor Group LTD
|
12,223 |
10,143 |
21% |
2020-12-31 |
Retirement Group, LLC
|
12,105 |
0 |
New Buy |
2020-12-31 |
Union Bankshares Corp
|
12,102 |
11,118 |
9% |
2020-12-31 |
Texas Capital Bank Wealth Management Services Inc
|
12,044 |
11,884 |
1% |
2020-12-31 |
PACIFIC CAPITAL WEALTH ADVISORS, INC
|
11,993 |
11,973 |
0% |
2020-12-31 |
FAGAN ASSOCIATES, INC.
|
11,948 |
10,298 |
16% |
2020-12-31 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC
|
11,843 |
11,843 |
No Change |
2020-12-31 |
WHITTIER TRUST CO OF NEVADA INC
|
11,692 |
10,584 |
10% |
2020-12-31 |
AMG National Trust Bank
|
0 |
319,527 |
Sold Out |
2020-12-31 |
Coastal Capital Group, Inc.
|
11,621 |
11,681 |
1% |
2020-12-31 |
Connecticut Wealth Management, LLC
|
11,609 |
11,989 |
3% |
2020-12-31 |
KINGS POINT CAPITAL MANAGEMENT
|
11,485 |
6,235 |
84% |
2020-12-31 |
Alpha Cubed Investments, LLC
|
11,308 |
11,201 |
1% |
2020-12-31 |
USCA RIA LLC
|
11,235 |
0 |
New Buy |
2020-12-31 |
Rockbridge Investment Management, LCC
|
11,232 |
11,233 |
0% |
2020-12-31 |
Stockman Asset Management
|
11,189 |
10,080 |
11% |
2020-12-31 |
JT Stratford LLC
|
10,948 |
12,128 |
10% |
2020-12-31 |
WSFS CAPITAL MANAGEMENT, LLC
|
10,941 |
9,891 |
11% |
2020-12-31 |
GRAND JEAN CAPITAL MANAGEMENT INC
|
10,935 |
10,935 |
No Change |
2020-12-31 |
CapWealth Advisors, LLC
|
10,869 |
0 |
New Buy |
2020-12-31 |
SCHNIEDERS CAPITAL MANAGEMENT LLC
|
10,676 |
10,923 |
2% |
2020-12-31 |
Golden State Equity Partners
|
10,547 |
0 |
New Buy |
2020-12-31 |
Meristem, LLP
|
10,511 |
10,511 |
No Change |
2020-12-31 |
INVESTMENT HOUSE LLC
|
10,468 |
9,843 |
6% |
2020-12-31 |
Kingfisher Capital LLC
|
10,362 |
10,250 |
1% |
2020-12-31 |
GIRARD PARTNERS LTD.
|
10,347 |
13,829 |
25% |
2020-12-31 |
Laurel Wealth Advisors, Inc.
|
10,255 |
10,312 |
1% |
2020-12-31 |
Nikulski Financial, Inc.
|
10,213 |
10,213 |
No Change |
2020-12-31 |
HPM Partners LLC
|
10,071 |
0 |
New Buy |
2020-12-31 |
D'Orazio & Associates, Inc.
|
10,064 |
3,464 |
191% |
2020-12-31 |
Bragg Financial Advisors, Inc
|
10,000 |
10,000 |
No Change |
2020-12-31 |
TCI Wealth Advisors, Inc.
|
9,979 |
9,620 |
4% |
2020-12-31 |
Ballast, Inc.
|
9,970 |
9,025 |
10% |
2020-12-31 |
AllSquare Wealth Management LLC
|
9,917 |
1,917 |
417% |
2020-12-31 |
Patriot Financial Group Insurance Agency, LLC
|
9,873 |
1,181 |
736% |
2020-12-31 |
Bernardo Wealth Planning LLC
|
9,867 |
8,898 |
11% |
2020-12-31 |
Integrated Wealth Concepts LLC
|
9,836 |
9,234 |
7% |
2020-12-31 |
ENCORE BANK NA
|
9,831 |
10,157 |
3% |
2020-12-31 |
PRUDENTIAL FINANCIAL INC
|
9,731 |
0 |
New Buy |
2020-12-31 |
Paradigm Financial Advisors, LLC
|
9,723 |
13,632 |
29% |
2020-12-31 |
MONECO Advisors, LLC
|
9,693 |
10,621 |
9% |
2020-12-31 |
GLENMEDE TRUST CO NA
|
9,680 |
10,505 |
8% |
2020-12-31 |
Perennial Advisors, LLC
|
9,610 |
9,610 |
No Change |
2020-12-31 |
ASSOCIATED BANC-CORP
|
9,529 |
6,954 |
37% |
2020-12-31 |
CHILTON CAPITAL MANAGEMENT LLC
|
9,410 |
0 |
New Buy |
2020-12-31 |
Meridian Wealth Management, LLC
|
9,398 |
9,386 |
0% |
2020-12-31 |
Lumature Wealth Partners, LLC
|
9,391 |
0 |
New Buy |
2020-12-31 |
NAPLES GLOBAL ADVISORS, LLC
|
9,375 |
14,195 |
34% |
2020-12-31 |
GenWealth Group, Inc.
|
9,342 |
9,342 |
No Change |
2020-12-31 |
Cornell Pochily Investment Advisors, Inc.
|
9,335 |
10,268 |
9% |
2020-12-31 |
FIDUCIARY TRUST CO
|
9,181 |
0 |
New Buy |
2020-12-31 |
Soltis Investment Advisors LLC
|
9,158 |
9,318 |
2% |
2020-12-31 |
ROCKLAND TRUST CO
|
9,141 |
10,001 |
9% |
2020-12-31 |
Concorde Asset Management, LLC
|
289 |
0 |
New Buy |
2020-12-31 |
Aptus Capital Advisors, LLC
|
9,123 |
9,394 |
3% |
2020-12-31 |
Reby Advisors, LLC
|
9,123 |
0 |
New Buy |
2020-12-31 |
TOMPKINS FINANCIAL CORP
|
9,084 |
0 |
New Buy |
2020-12-31 |
Fort Sheridan Advisors LLC
|
9,049 |
9,049 |
No Change |
2020-12-31 |
Sequoia Financial Advisors, LLC
|
9,036 |
8,620 |
5% |
2020-12-31 |
MAGNOLIA CAPITAL ADVISORS LLC
|
8,880 |
298 |
2,880% |
2020-12-31 |
Cadent Capital Advisors, LLC
|
8,829 |
0 |
New Buy |
2020-12-31 |
CULLEN FROST BANKERS INC
|
8,828 |
8,956 |
1% |
2020-12-31 |
Redhawk Wealth Advisors, Inc.
|
8,719 |
0 |
New Buy |
2020-12-31 |
EVOKE WEALTH, LLC
|
8,700 |
900 |
867% |
2020-12-31 |
Southern Wealth Management, LLP
|
8,656 |
0 |
New Buy |
2020-12-31 |
GAMBLE JONES INVESTMENT COUNSEL
|
8,602 |
8,602 |
No Change |
2020-12-31 |
HUDSON CANYON INVESTMENT COUNSELORS LLC
|
8,517 |
8,515 |
0% |
2020-12-31 |
TWIN FOCUS CAPITAL PARTNERS, LLC
|
8,500 |
0 |
New Buy |
2020-12-31 |
Independent Advisor Alliance
|
8,500 |
0 |
New Buy |
2020-12-31 |
WESTWOOD HOLDINGS GROUP INC
|
8,472 |
0 |
New Buy |
2020-12-31 |
REIK & CO., LLC
|
8,450 |
8,450 |
No Change |
2020-12-31 |
Apex Investment Services, Inc.
|
8,386 |
8,386 |
No Change |
2020-12-31 |
Gerber Kawasaki Wealth & Investment Management
|
8,330 |
0 |
New Buy |
2020-12-31 |
Curi Wealth Management, LLC
|
8,324 |
0 |
New Buy |
2020-12-31 |
FIRST NATIONAL BANK OF OMAHA
|
8,323 |
8,323 |
No Change |
2020-12-31 |
Merrion Investment Management Co, LLC
|
8,300 |
0 |
New Buy |
2020-12-31 |
Parallel Advisors, LLC
|
8,279 |
0 |
New Buy |
2020-12-31 |
Winthrop Advisory Group LLC
|
8,248 |
16,496 |
50% |
2020-12-31 |
Pettinga Financial Advisors, LLC
|
8,209 |
8,704 |
6% |
2020-12-31 |
Elgethun Capital Management
|
8,140 |
8,113 |
0% |
2020-12-31 |
Concentrum Wealth Management
|
8,101 |
8,594 |
6% |
2020-12-31 |
Strategic Wealth Partners, Ltd.
|
8,030 |
7,352 |
9% |
2020-12-31 |
Wealthcare Advisory Partners LLC
|
8,017 |
5,752 |
39% |
2020-12-31 |
Harvest Investment Services, LLC
|
8,002 |
10,184 |
21% |
2020-12-31 |
Laidlaw Wealth Management LLC
|
7,890 |
0 |
New Buy |
2020-12-31 |
MONETA GROUP INVESTMENT ADVISORS INC
|
7,790 |
7,764 |
0% |
2020-12-31 |
RMB Capital Management, LLC
|
7,745 |
7,745 |
No Change |
2020-12-31 |
IndexIQ Advisors LLC
|
7,744 |
11,546 |
33% |
2020-12-31 |
Argent Advisors, Inc.
|
7,662 |
0 |
New Buy |
2020-12-31 |
1ST SOURCE BANK
|
7,588 |
0 |
New Buy |
2020-12-31 |
Vantage Financial Partners Ltd., Inc.
|
7,555 |
0 |
New Buy |
2020-12-31 |
Mine & Arao Wealth Creation & Management, LLC.
|
7,507 |
7,405 |
1% |
2020-12-31 |
Milestone Advisory Partners
|
7,400 |
7,400 |
No Change |
2020-12-31 |
Financial Network Wealth Management LLC
|
7,304 |
0 |
New Buy |
2020-12-31 |
KING LUTHER CAPITAL MANAGEMENT CORP
|
7,296 |
6,929 |
5% |
2020-12-31 |
Summit Trail Advisors, LLC
|
7,280 |
0 |
New Buy |
2020-12-31 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
|
7,279 |
7,349 |
1% |
2020-12-31 |
MARATHON CAPITAL MANAGEMENT
|
7,225 |
7,225 |
No Change |
2020-12-31 |
Core Wealth Advisors, Inc.
|
7,139 |
7,135 |
0% |
2020-12-31 |
Banco Santander, S.A.
|
7,128 |
7,128 |
No Change |
2020-12-31 |
Lakeview Capital Partners, LLC
|
7,125 |
6,066 |
17% |
2020-12-31 |
LATEEF INVESTMENT MANAGEMENT/CA
|
7,115 |
7,115 |
No Change |
2020-12-31 |
MidWestOne Financial Group, Inc.
|
7,000 |
7,000 |
No Change |
2020-12-31 |
Williams Jones Wealth Management, LLC.
|
7,000 |
7,125 |
2% |
2020-12-31 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
|
6,996 |
6,996 |
No Change |
2020-12-31 |
Benchmark Financial Wealth Advisors, LLC
|
6,862 |
6,813 |
1% |
2020-12-31 |
Kalos Management, Inc.
|
6,851 |
8,597 |
20% |
2020-12-31 |
AGF FUNDS INC
|
6,786 |
4,050 |
68% |
2020-12-31 |
LOWE BROCKENBROUGH & CO INC
|
6,722 |
6,722 |
No Change |
2020-12-31 |
IHT Wealth Management, LLC
|
6,687 |
15,819 |
58% |
2020-12-31 |
Karn, Couzens & Associates, Inc.
|
6,657 |
0 |
New Buy |
2020-12-31 |
Wealth Advisory Solutions, LLC
|
5,335 |
14,483 |
63% |
2020-12-31 |
HARBOR FINANCIAL SERVICES, LLC
|
6,574 |
0 |
New Buy |
2020-12-31 |
LS Investment Advisors, LLC
|
6,550 |
6,550 |
No Change |
2020-12-31 |
American Money Management, LLC
|
6,550 |
6,550 |
No Change |
2020-12-31 |
Strategic Advisors LLC
|
6,547 |
6,529 |
0% |
2020-12-31 |
Round Rock Advisors, LLC
|
6,526 |
0 |
New Buy |
2020-12-31 |
Arkadios Wealth Advisors
|
6,486 |
2,118 |
206% |
2020-12-31 |
HERITAGE INVESTORS MANAGEMENT CORP
|
6,457 |
6,457 |
No Change |
2020-12-31 |
White Lighthouse Investment Management Inc.
|
6,429 |
6,734 |
5% |
2020-12-31 |
Capstone Financial Advisors, Inc.
|
6,391 |
0 |
New Buy |
2020-12-31 |
Ancora Advisors, LLC
|
6,379 |
6,052 |
5% |
2020-12-31 |
Sage Capital Advisors,llc
|
6,361 |
12,732 |
50% |
2020-12-31 |
NORTHWEST WEALTH MANAGEMENT, LLC
|
6,326 |
6,441 |
2% |
2020-12-31 |
Segment Wealth Management, LLC
|
6,230 |
6,230 |
No Change |
2020-12-31 |
Evanson Asset Management, LLC
|
6,145 |
0 |
New Buy |
2020-12-31 |
Almanack Investment Partners, LLC.
|
6,133 |
5,761 |
6% |
2020-12-31 |
NORRIS PERNE & FRENCH LLP/MI
|
6,120 |
0 |
New Buy |
2020-12-31 |
Charter Oak Capital Management, LLC
|
6,065 |
0 |
New Buy |
2020-12-31 |
NewFocus Financial Group, LLC
|
6,059 |
6,059 |
No Change |
2020-12-31 |
Financial Insights, Inc.
|
6,054 |
6,404 |
5% |
2020-12-31 |
Raab & Moskowitz Asset Management LLC
|
6,006 |
0 |
New Buy |
2020-12-31 |
UNITED BANK /VA/
|
6,000 |
6,000 |
No Change |
2020-12-31 |
Mitsubishi UFJ Trust & Banking Corp
|
5,980 |
5,980 |
No Change |
2020-12-31 |
Man Group plc
|
5,966 |
20,127 |
70% |
2020-12-31 |
TD Capital Management LLC
|
5,820 |
4,285 |
36% |
2020-12-31 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
|
5,817 |
5,808 |
0% |
2020-12-31 |
Strategic Blueprint, LLC
|
5,807 |
0 |
New Buy |
2020-12-31 |
WEALTHSOURCE PARTNERS, LLC
|
5,792 |
0 |
New Buy |
2020-12-31 |
Palisade Asset Management, LLC
|
5,785 |
5,785 |
No Change |
2020-12-31 |
Fisher Asset Management, LLC(Kenneth L. Fisher)
|
5,773 |
0 |
New Buy |
2020-12-31 |
Allen Capital Group, LLC
|
5,737 |
0 |
New Buy |
2020-12-31 |
Robertson Stephens Wealth Management, LLC
|
5,737 |
0 |
New Buy |
2020-12-31 |
Executive Wealth Management, LLC
|
5,725 |
5,844 |
2% |
2020-12-31 |
Tower Research Capital LLC
|
5,710 |
0 |
New Buy |
2020-12-31 |
Ashfield Capital Partners, LLC
|
5,700 |
0 |
New Buy |
2020-12-31 |
LIBERTY WEALTH MANAGEMENT LLC
|
5,674 |
5,652 |
0% |
2020-12-31 |
HoyleCohen, LLC
|
5,645 |
5,795 |
3% |
2020-12-31 |
9258 Wealth Management, LLC
|
5,615 |
0 |
New Buy |
2020-12-31 |
Journey Advisory Group, LLC
|
5,513 |
0 |
New Buy |
2020-12-31 |
QUANTLAB CAPITAL MANAGEMENT LTD
|
5,508 |
0 |
New Buy |
2020-12-31 |
WEBSTER BANK, N. A.
|
5,479 |
6,741 |
19% |
2020-12-31 |
Fernwood Investment Management, LLC
|
5,430 |
0 |
New Buy |
2020-12-31 |
ALESCO ADVISORS LLC
|
5,400 |
0 |
New Buy |
2020-12-31 |
Vigilare Wealth Management
|
5,354 |
0 |
New Buy |
2020-12-31 |
MATHER GROUP, INC.
|
5,258 |
19,055 |
72% |
2020-12-31 |
Focused Wealth Management, Inc
|
5,162 |
5,330 |
3% |
2020-12-31 |
Alpha DNA Investment Management LLC
|
4,950 |
0 |
New Buy |
2020-12-31 |
Hoover Financial Advisors, Inc.
|
4,620 |
8,482 |
46% |
2020-12-31 |
Hexagon Capital Partners LLC
|
4,591 |
4,585 |
0% |
2020-12-31 |
Oakworth Capital, Inc.
|
4,456 |
3,756 |
19% |
2020-12-31 |
Safeguard Investment Advisory Group, LLC
|
4,288 |
0 |
New Buy |
2020-12-31 |
RESOURCES MANAGEMENT CORP /CT/ /ADV
|
4,270 |
0 |
New Buy |
2020-12-31 |
Birchcreek Wealth Management, LLC
|
4,035 |
0 |
New Buy |
2020-12-31 |
Firestone Capital Management
|
3,955 |
0 |
New Buy |
2020-12-31 |
HHM Wealth Advisors, LLC
|
3,670 |
3,670 |
No Change |
2020-12-31 |
Jackson Hole Capital Partners, LLC
|
3,284 |
3,284 |
No Change |
2020-12-31 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
2,994 |
2,939 |
2% |
2020-12-31 |
First Command Bank
|
2,952 |
0 |
New Buy |
2020-12-31 |
Wells Financial Advisors INC
|
2,880 |
0 |
New Buy |
2020-12-31 |
Hartland & Co., LLC
|
2,778 |
2,585 |
7% |
2020-12-31 |
Lebenthal Global Advisors, LLC
|
2,732 |
0 |
New Buy |
2020-12-31 |
DCM Advisors, LLC
|
2,675 |
0 |
New Buy |
2020-12-31 |
Front Row Advisors LLC
|
2,525 |
2,375 |
6% |
2020-12-31 |
Winslow, Evans & Crocker, Inc.
|
2,479 |
0 |
New Buy |
2020-12-31 |
Valley Brook Capital Group, Inc.
|
2,350 |
0 |
New Buy |
2020-12-31 |
BENJAMIN F. EDWARDS & COMPANY, INC.
|
2,335 |
2,078 |
12% |
2020-12-31 |
ENCOMPASS WEALTH ADVISORS, LLC
|
2,283 |
0 |
New Buy |
2020-12-31 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
|
2,283 |
0 |
New Buy |
2020-12-31 |
Moisand Fitzgerald Tamayo, LLC
|
2,203 |
819 |
169% |
2020-12-31 |
Ellis Investment Partners, LLC
|
2,190 |
1,274 |
72% |
2020-12-31 |
Lee Financial CORP
|
2,165 |
770 |
181% |
2020-12-31 |
Clearview Wealth Advisors LLC
|
2,136 |
0 |
New Buy |
2020-12-31 |
Sonora Investment Management, LLC
|
2,050 |
1,550 |
32% |
2020-12-31 |
RMR Wealth Builders
|
2,000 |
28,226 |
93% |
2020-12-31 |
Altus Wealth Group LLC
|
1,995 |
0 |
New Buy |
2020-12-31 |
Kathmere Capital Management, LLC
|
1,964 |
0 |
New Buy |
2020-12-31 |
Providence Capital Advisors, LLC
|
1,961 |
140 |
1,301% |
2020-12-31 |
Freestone Capital Holdings, LLC
|
1,900 |
1,900 |
No Change |
2020-12-31 |
Element Wealth, LLC
|
1,862 |
1,837 |
1% |
2020-12-31 |
Hudock Moyer Wealth Resources, LLC
|
1,857 |
2,045 |
9% |
2020-12-31 |
CAROLINAS WEALTH CONSULTING LLC
|
1,810 |
1,785 |
1% |
2020-12-31 |
Truvestments Capital LLC
|
1,714 |
0 |
New Buy |
2020-12-31 |
SIGNATUREFD, LLC
|
1,690 |
1,690 |
No Change |
2020-12-31 |
Oder Investment Management, LLC
|
1,644 |
0 |
New Buy |
2020-12-31 |
Interchange Capital Partners, LLC
|
1,617 |
0 |
New Buy |
2020-12-31 |
Financial Management Professionals, Inc.
|
1,612 |
1,537 |
5% |
2020-12-31 |
HM PAYSON & CO
|
1,500 |
1,500 |
No Change |
2020-12-31 |
ISLAY CAPITAL MANAGEMENT, LLC
|
1,433 |
1,433 |
No Change |
2020-12-31 |
OLD SECOND NATIONAL BANK OF AURORA
|
1,400 |
2,490 |
44% |
2020-12-31 |
BALLAST ADVISORS LLC
|
1,384 |
1,472 |
6% |
2020-12-31 |
Founders Financial Alliance, LLC
|
120 |
0 |
New Buy |
2020-12-31 |
NORTHERN OAK CAPITAL MANAGEMENT INC
|
1,215 |
1,215 |
No Change |
2020-12-31 |
Pflug Koory, LLC
|
1,189 |
1,110 |
7% |
2020-12-31 |
BELLEVUE ASSET MANAGEMENT, LLC
|
1,102 |
1,100 |
0% |
2020-12-31 |
Vectors Research Management, LLC
|
1,100 |
1,250 |
12% |
2020-12-31 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
|
1,060 |
1,060 |
No Change |
2020-12-31 |
ARROW FINANCIAL CORP
|
1,000 |
0 |
New Buy |
2020-12-31 |
HOWE & RUSLING INC
|
1,000 |
1,000 |
No Change |
2020-12-31 |
AMERICAN INTERNATIONAL GROUP INC
|
1,000 |
0 |
New Buy |
2020-12-31 |
ENTERPRISE FINANCIAL SERVICES CORP
|
1,000 |
1,000 |
No Change |
2020-12-31 |
QUADRANT CAPITAL GROUP LLC
|
1,000 |
266 |
276% |
2020-12-31 |
Taddei, Ludwig & Associates, Inc.
|
1,000 |
0 |
New Buy |
2020-12-31 |
Pinnacle Bank
|
965 |
941 |
3% |
2020-12-31 |
Rice Partnership, LLC
|
900 |
0 |
New Buy |
2020-12-31 |
True Link Financial Advisors, LLC
|
841 |
0 |
New Buy |
2020-12-31 |
Grant Street Asset Management, Inc.
|
833 |
0 |
New Buy |
2020-12-31 |
WASHINGTON TRUST CO
|
794 |
794 |
No Change |
2020-12-31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
|
686 |
686 |
No Change |
2020-12-31 |
SOA Wealth Advisors, LLC.
|
672 |
0 |
New Buy |
2020-12-31 |
CT Mason
|
600 |
0 |
New Buy |
2020-12-31 |
CoreFirst Bank & Trust
|
600 |
0 |
New Buy |
2020-12-31 |
Tacita Capital Inc
|
565 |
0 |
New Buy |
2020-12-31 |
Inspire Advisors, LLC
|
558 |
0 |
New Buy |
2020-12-31 |
Plante Moran Financial Advisors Ltd Partnership
|
553 |
545 |
1% |
2020-12-31 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
|
510 |
0 |
New Buy |
2020-12-31 |
Horrell Capital Management, Inc.
|
500 |
500 |
No Change |
2020-12-31 |
TRUSTCORE FINANCIAL SERVICES, LLC
|
500 |
500 |
No Change |
2020-12-31 |
Massey, Quick & Co., LLC
|
490 |
0 |
New Buy |
2020-12-31 |
Pinnacle Wealth Planning Services, Inc.
|
480 |
0 |
New Buy |
2020-12-31 |
Freedman Financial Associates, Inc.
|
416 |
0 |
New Buy |
2020-12-31 |
Mach-1 Financial Group, Inc.
|
408 |
0 |
New Buy |
2020-12-31 |
Biltmore Family Office, LLC
|
400 |
400 |
No Change |
2020-12-31 |
Semmax Financial Advisors Inc.
|
369 |
45 |
720% |
2020-12-31 |
TRUE Private Wealth Advisors
|
310 |
310 |
No Change |
2020-12-31 |
OXFORD FINANCIAL GROUP LTD
|
300 |
300 |
No Change |
2020-12-31 |
Versant Capital Management, Inc
|
300 |
300 |
No Change |
2020-12-31 |
QS Investors, LLC
|
291 |
0 |
New Buy |
2020-12-31 |
RITTER DANIHER FINANCIAL ADVISORY, LLC
|
290 |
0 |
New Buy |
2020-12-31 |
FFCM LLC
|
286 |
545 |
48% |
2020-12-31 |
Winch Advisory Services, LLC
|
282 |
483 |
42% |
2020-12-31 |
HOEY INVESTMENTS, INC
|
282 |
0 |
New Buy |
2020-12-31 |
PITTENGER & ANDERSON INC
|
250 |
0 |
New Buy |
2020-12-31 |
Planned Solutions, Inc.
|
210 |
210 |
No Change |
2020-12-31 |
DIVIDEND GROWTH ADVISORS, LLC
|
208 |
2,458 |
92% |
2020-12-31 |
MARKSTON INTERNATIONAL LLC
|
200 |
200 |
No Change |
2020-12-31 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
180 |
0 |
New Buy |
2020-12-31 |
WestEnd Advisors, LLC
|
156 |
141 |
11% |
2020-12-31 |
Hanson Investment Management
|
153 |
153 |
No Change |
2020-12-31 |
MEEDER ASSET MANAGEMENT INC
|
150 |
155 |
3% |
2020-12-31 |
Perkins Coie Trust Co
|
139 |
2,809 |
95% |
2020-12-31 |
Mizuho Securities Co. Ltd.
|
79 |
0 |
New Buy |
2020-12-31 |
Investors Research Corp
|
74 |
74 |
No Change |
2020-12-31 |
CBIZ Investment Advisory Services, LLC
|
56 |
6,298 |
99% |
2020-12-31 |
Ronna Sue Cohen
|
39 |
60,646 |
100% |
2020-12-31 |
Bay Harbor Wealth Management, LLC
|
38 |
0 |
New Buy |
2020-12-31 |
Global Wealth Management Investment Advisory, Inc.
|
22 |
22 |
No Change |
2020-12-31 |
Danda Trouve Investment Management, Inc.
|
5 |
5 |
No Change |
2020-12-31 |
GFS Advisors, LLC
|
0 |
6,852 |
Sold Out |
2020-12-31 |
Suncoast Equity Management
|
0 |
7,057 |
Sold Out |
2020-12-31 |
SeaBridge Investment Advisors LLC
|
0 |
1,385 |
Sold Out |
2020-12-31 |
LEVIN CAPITAL STRATEGIES, L.P.
|
0 |
20,000 |
Sold Out |
2020-12-31 |
WOLVERINE ASSET MANAGEMENT LLC
|
0 |
1,984 |
Sold Out |
2020-12-31 |
SCOTIA CAPITAL INC.
|
0 |
12,593 |
Sold Out |
2020-12-31 |
SPRINGBOK CAPITAL MANAGEMENT, LLC
|
0 |
300 |
Sold Out |
2020-12-31 |
JEFFERIES GROUP INC /DE/
|
0 |
30,125 |
Sold Out |
2020-12-31 |
Catalyst Capital Advisors LLC
|
0 |
27,000 |
Sold Out |
2020-12-31 |
Horan Capital Advisors, LLC.
|
0 |
1,275 |
Sold Out |
2020-12-31 |
Advisory Alpha, LLC
|
0 |
158 |
Sold Out |
2020-12-31 |
Koshinski Asset Management, Inc.
|
0 |
22,106 |
Sold Out |
2020-12-31 |
TWO SIGMA SECURITIES, LLC
|
0 |
6,051 |
Sold Out |
2020-12-31 |
Venturi Wealth Management, LLC
|
0 |
8,083 |
Sold Out |
2020-12-31 |
Sullivan, Bruyette, Speros & Blaney, Inc.
|
0 |
3,700 |
Sold Out |
2020-12-31 |
WAYNE HUMMER INVESTMENTS L.L.C.
|
0 |
11,205 |
Sold Out |
2020-12-31 |
Armor Investment Advisors, LLC
|
0 |
1,000 |
Sold Out |
2020-12-31 |
Shepherd Financial Partners LLC
|
0 |
18,917 |
Sold Out |
2020-12-31 |
QUATTRO FINANCIAL ADVISORS LLC
|
0 |
267,748 |
Sold Out |
2020-12-31 |
FLAGSHIP HARBOR ADVISORS, LLC
|
0 |
1,471 |
Sold Out |
2020-12-31 |
Bramshill Investments, LLC
|
0 |
1,488 |
Sold Out |
2020-12-31 |
Advanced Asset Management Advisors Inc
|
0 |
743 |
Sold Out |
2020-12-31 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
|
0 |
165,488 |
Sold Out |
2020-12-31 |
F3Logic, LLC
|
0 |
23 |
Sold Out |
2020-12-31 |
Qube Research & Technologies Ltd
|
0 |
251,712 |
Sold Out |
2020-12-31 |
Braun-Bostich & Associates Inc.
|
0 |
669 |
Sold Out |
2020-12-31 |
Wakefield Asset Management LLLP
|
0 |
40,600 |
Sold Out |
2020-12-31 |
Ellevest, Inc.
|
0 |
122 |
Sold Out |
2020-12-31 |
Pacific Wealth Strategies Group, Inc.
|
0 |
5,547 |
Sold Out |
2020-12-31 |
Biltmore Capital Advisors LLC
|
0 |
28,550 |
Sold Out |
2020-12-31 |
Meridian Wealth Advisors, LLC
|
0 |
26,675 |
Sold Out |
2020-12-31 |
Zions Bancorporation, N.A.
|
0 |
1,199 |
Sold Out |
2020-12-31 |
Golden State Wealth Management, LLC
|
0 |
7,780 |
Sold Out |
2020-12-31 |
Tranquility Partners, LLC
|
0 |
8,050 |
Sold Out |
2020-12-31 |
Strategic Wealth Designers
|
0 |
134,342 |
Sold Out |
2020-12-31 |
HBC Financial Services, PLLC
|
0 |
94,776 |
Sold Out |
2020-12-31 |
Holloway Wealth Management, LLC
|
0 |
311 |
Sold Out |
2020-12-31 |
|
|
|
|