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STOCK TICKER:
Southern Co.   (ticker: SO)
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
VANGUARD GROUP INC 91,777,552 0 New Buy 2020-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 28,010,081 26,943,465 4% 2020-06-30
Bank of New York Mellon CORP 10,328,722 10,187,429 1% 2020-06-30
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 8,623,443 8,142,683 6% 2020-06-30
WELLS FARGO & CO/MN 7,961,183 8,008,826 1% 2020-06-30
Swiss National Bank 5,509,919 5,484,919 0% 2020-06-30
Sumitomo Mitsui Trust Holdings, Inc. 4,604,943 4,920,498 6% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 3,334,188 3,485,496 4% 2020-06-30
GOLDMAN SACHS GROUP INC 1,569,518 0 New Buy 2020-06-30
Ensign Peak Advisors, Inc 2,623,598 2,962,316 11% 2020-06-30
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC(Hotchkis and Wiley) 2,438,116 3,093,786 21% 2020-06-30
CREDIT SUISSE/ 2,292,005 2,314,824 1% 2020-06-30
J P MORGAN CHASE & CO 2,245,951 2,310,524 3% 2020-06-30
CONFLUENCE INVESTMENT MANAGEMENT LLC 2,090,505 2,133,018 2% 2020-06-30
RAYMOND JAMES & ASSOCIATES 2,075,697 1,689,256 23% 2020-06-30
NEW YORK STATE COMMON RETIREMENT FUND 2,064,273 2,123,911 3% 2020-06-30
RHUMBLINE ADVISERS 2,008,407 1,957,812 3% 2020-06-30
BANK OF MONTREAL /CAN/ 1,815,701 2,172,379 16% 2020-06-30
Twin Tree Management, LP 1,740,600 0 New Buy 2020-06-30
PRUDENTIAL CORP PLC 1,699,331 1,269,779 34% 2020-06-30
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,672,230 0 New Buy 2020-06-30
FIRST TRUST ADVISORS LP 1,638,474 2,009,375 18% 2020-06-30
Susquehanna International Group, LLP 1,583,890 1,868,926 15% 2020-06-30
UBS Group AG 75,541 1,759,191 96% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 1,525,859 1,465,749 4% 2020-06-30
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1,515,316 1,537,346 1% 2020-06-30
STIFEL FINANCIAL CORP 2,474 0 New Buy 2020-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1,486,283 1,491,250 0% 2020-06-30
National Pension Service 1,403,101 1,236,356 13% 2020-06-30
Zimmer Partners, LP 1,268,100 0 New Buy 2020-06-30
TWO SIGMA ADVISERS, LLC 1,259,100 0 New Buy 2020-06-30
CITIGROUP INC 1,180,414 1,108,373 6% 2020-06-30
SYNOVUS FINANCIAL CORP 1,172,458 1,244,415 6% 2020-06-30
Robeco Institutional Asset Management B.V. 1,141,314 1,493,253 24% 2020-06-30
PRUDENTIAL FINANCIAL INC 1,118,190 1,937,623 42% 2020-06-30
Mitsubishi UFJ Trust & Banking Corp 5,977 111,314 95% 2020-06-30
REAVES W H & CO INC 1,083,452 1,080,927 0% 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 1,024,390 976,952 5% 2020-06-30
LPL Financial CORP 982,317 879,695 12% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 943,577 774,486 22% 2020-06-30
ZACKS INVESTMENT MANAGEMENT 942,302 0 New Buy 2020-06-30
MACQUARIE GROUP LTD 907,796 921,687 2% 2020-06-30
STATE OF WISCONSIN INVESTMENT BOARD 885,469 839,139 6% 2020-06-30
Korea Investment CORP 883,004 939,104 6% 2020-06-30
Personal Capital Advisors Corp 875,810 867,453 1% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 837,443 810,291 3% 2020-06-30
BARCLAYS PLC 823,936 983,989 16% 2020-06-30
TWO SIGMA INVESTMENTS LLC 812,646 0 New Buy 2020-06-30
State of New Jersey Common Pension Fund D 725,027 756,037 4% 2020-06-30
ING INVESTMENT MANAGEMENT LLC 695,365 0 New Buy 2020-06-30
EDGAR LOMAX CO/VA 604,560 591,345 2% 2020-06-30
HighTower Advisors, LLC 601,370 599,458 0% 2020-06-30
Welch Group, LLC 596,293 594,308 0% 2020-06-30
Standard Life Aberdeen plc 584,361 0 New Buy 2020-06-30
STRS OHIO 581,452 599,184 3% 2020-06-30
Raymond James Financial Services Advisors, Inc. 556,860 499,765 11% 2020-06-30
HENNESSY ADVISORS INC 547,200 588,200 7% 2020-06-30
InterOcean Capital, LLC 542,043 539,168 1% 2020-06-30
CWM, LLC 538,689 519,920 4% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 213,762 0 New Buy 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 473,610 323,659 46% 2020-06-30
VAUGHAN DAVID INVESTMENTS INC/IL 468,080 0 New Buy 2020-06-30
Capital Investment Advisors, LLC 466,801 450,999 4% 2020-06-30
Russell Investments Group, Ltd. 228,544 141,428 62% 2020-06-30
Renaissance Technologies(Jim Simons) 453,666 7,611,038 94% 2020-06-30
Retirement Systems of Alabama 451,496 461,019 2% 2020-06-30
Treasurer of the State of North Carolina 441,364 501,014 12% 2020-06-30
HYMAN CHARLES D 432,116 400,251 8% 2020-06-30
DONALDSON CAPITAL MANAGEMENT, LLC 410,033 378,943 8% 2020-06-30
ROYAL LONDON ASSET MANAGEMENT LTD 404,748 414,437 2% 2020-06-30
Alaska Retirement Management Board 402,970 477,448 16% 2020-06-30
GW HENSSLER & ASSOCIATES LTD 402,926 363,885 11% 2020-06-30
REGIONS FINANCIAL CORP 397,200 411,816 4% 2020-06-30
TD ASSET MANAGEMENT INC 378,370 391,921 3% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 369,875 0 New Buy 2020-06-30
ALPS ADVISERS INC 0 406,732 Sold Out 2020-06-30
USS Investment Management Ltd 349,427 390,896 11% 2020-06-30
AMERICAN INTERNATIONAL GROUP INC 346,032 339,650 2% 2020-06-30
NORRIS PERNE & FRENCH LLP/MI 338,683 323,778 5% 2020-06-30
US BANCORP DE 338,121 342,808 1% 2020-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 324,295 444,200 27% 2020-06-30
SEI INVESTMENTS CO 316,045 375,251 16% 2020-06-30
BANK OF NOVA SCOTIA / 315,691 0 New Buy 2020-06-30
PANAGORA ASSET MANAGEMENT INC 314,456 581,025 46% 2020-06-30
WADE G W & INC 312,399 321,920 3% 2020-06-30
Janney Montgomery Scott LLC 311,765 230,076 36% 2020-06-30
DAVIDSON INVESTMENT ADVISORS 294,524 260,427 13% 2020-06-30
Hexavest Inc. 291,090 450,262 35% 2020-06-30
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 288,791 274,232 5% 2020-06-30
ACADIAN ASSET MANAGEMENT LLC 283,546 332,450 15% 2020-06-30
NATIXIS 279,601 0 New Buy 2020-06-30
Jaffetilchin Investment Partners, LLC 277,439 0 New Buy 2020-06-30
KBC Group NV 270,687 241,322 12% 2020-06-30
STATE TREASURER STATE OF MICHIGAN 269,682 13,017 1,972% 2020-06-30
WOLVERINE TRADING, LLC 268,282 278,743 4% 2020-06-30
MACKENZIE FINANCIAL CORP 265,506 147,241 80% 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 261,969 377,889 31% 2020-06-30
BESSEMER GROUP INC 261,396 239,025 9% 2020-06-30
Gulf International Bank (UK) Ltd 253,767 251,306 1% 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 248,934 0 New Buy 2020-06-30
Arizona State Retirement System 247,645 415,559 40% 2020-06-30
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 236,000 184,100 28% 2020-06-30
FUKOKU MUTUAL LIFE INSURANCE Co 232,000 232,000 No Change 2020-06-30
NICHOLS & PRATT ADVISERS LLP /MA 230,054 233,332 1% 2020-06-30
Advisors Asset Management, Inc. 221,573 0 New Buy 2020-06-30
State of Tennessee, Treasury Department 217,110 0 New Buy 2020-06-30
Independent Advisor Alliance 214,429 202,611 6% 2020-06-30
Creative Planning 207,503 208,722 1% 2020-06-30
Skandinaviska Enskilda Banken AB (publ) 206,575 189,736 9% 2020-06-30
Utah Retirement Systems 201,372 0 New Buy 2020-06-30
FINANCIAL COUNSELORS INC 200,580 195,777 2% 2020-06-30
CIBC Global Asset Management Inc 200,044 174,992 14% 2020-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 199,315 199,468 0% 2020-06-30
SADOFF INVESTMENT MANAGEMENT LLC 193,667 196,062 1% 2020-06-30
Verity & Verity, LLC 190,119 181,312 5% 2020-06-30
TEXAS PERMANENT SCHOOL FUND 186,074 190,693 2% 2020-06-30
Calamos Advisors LLC 181,099 192,504 6% 2020-06-30
M&T BANK CORP 178,415 184,717 3% 2020-06-30
Weiss Multi-Strategy Advisers LLC 175,233 0 New Buy 2020-06-30
VIRGINIA RETIREMENT SYSTEMS ET AL 170,100 170,100 No Change 2020-06-30
Redpoint Investment Management Pty Ltd 169,319 185,925 9% 2020-06-30
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 168,936 114,858 47% 2020-06-30
AGF FUNDS INC 166,679 191,181 13% 2020-06-30
MACKAY SHIELDS LLC 1,499 246,513 99% 2020-06-30
DnB NOR Asset Management AS 154,461 0 New Buy 2020-06-30
BECKER CAPITAL MANAGEMENT INC 152,781 161,268 5% 2020-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 150,549 239,741 37% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 150,334 152,453 1% 2020-06-30
SHELL ASSET MANAGEMENT CO 148,277 171,262 13% 2020-06-30
NORTHSTAR INVESTMENT ADVISORS LLC 145,892 138,718 5% 2020-06-30
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 144,061 142,952 1% 2020-06-30
NISA INVESTMENT ADVISORS L L C 142,279 170,436 17% 2020-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 141,495 0 New Buy 2020-06-30
COMMERCE BANK N A/MO 141,457 104,311 36% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 139,664 138,107 1% 2020-06-30
ADVISORS MANAGEMENT GROUP INC /ADV 139,507 141,378 1% 2020-06-30
Bridgeworth, LLC 137,964 135,783 2% 2020-06-30
ING INVESTMENT MANAGEMENT, INC. 136,900 127,400 7% 2020-06-30
AE Wealth Management LLC 135,483 120,474 12% 2020-06-30
TCTC Holdings, LLC 135,439 128,972 5% 2020-06-30
Vestcor Investment Management Corp 134,103 133,556 0% 2020-06-30
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 133,875 126,278 6% 2020-06-30
LSV ASSET MANAGEMENT 133,300 164,100 19% 2020-06-30
VAN ECK ASSOCIATES CORP 132,325 139,583 5% 2020-06-30
Arbor Wealth Management, LLC 130,609 117,976 11% 2020-06-30
BUCKHEAD CAPITAL MANAGEMENT LLC 129,164 126,347 2% 2020-06-30
6 Meridian 128,678 375,050 66% 2020-06-30
Eagle Ridge Investment Management 124,209 126,993 2% 2020-06-30
ProShare Advisors LLC 123,604 0 New Buy 2020-06-30
ROCKLAND TRUST CO 121,978 123,675 1% 2020-06-30
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 121,622 124,133 2% 2020-06-30
Maryland Capital Management, LLC 1,300 0 New Buy 2020-06-30
Edgemoor Capital Management, Inc. 120,418 120,750 0% 2020-06-30
Ilmarinen Mutual Pension Insurance Co 117,000 132,000 11% 2020-06-30
NN Investment Partners Holdings N.V. 115,579 151,588 24% 2020-06-30
HARTFORD INVESTMENT MANAGEMENT CO 114,481 114,610 0% 2020-06-30
Assenagon Asset Management S.A. 112,262 476,890 76% 2020-06-30
Banque Cantonale Vaudoise 111,263 111,803 0% 2020-06-30
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 109,450 0 New Buy 2020-06-30
TWO SIGMA SECURITIES, LLC 6,500 0 New Buy 2020-06-30
UMB BANK N A/MO 108,790 105,320 3% 2020-06-30
KANAWHA CAPITAL MANAGEMENT LLC 108,692 107,742 1% 2020-06-30
Core Alternative Capital 0 115,223 Sold Out 2020-06-30
SG Americas Securities, LLC 105,973 337,360 69% 2020-06-30
DekaBank Deutsche Girozentrale 105,881 94,475 12% 2020-06-30
First PREMIER Bank 105,467 106,573 1% 2020-06-30
CIBC WORLD MARKETS CORP 103,688 76,754 35% 2020-06-30
Signature Wealth Management Group 101,951 99,680 2% 2020-06-30
BP PLC 101,500 106,000 4% 2020-06-30
Dai-Ichi Life Insurance Company, Ltd 100,662 100,823 0% 2020-06-30
HANCOCK HOLDING CO 100,579 120,356 16% 2020-06-30
HUNTINGTON NATIONAL BANK 100,100 108,781 8% 2020-06-30
Global Financial Private Capital, LLC 99,564 75,107 33% 2020-06-30
Advisory Services Network, LLC 97,993 0 New Buy 2020-06-30
ADVANTUS CAPITAL MANAGEMENT INC 97,021 102,573 5% 2020-06-30
FIFTH THIRD BANCORP 96,552 95,990 1% 2020-06-30
Aull & Monroe Investment Management Corp 96,539 101,958 5% 2020-06-30
Optimal Asset Management, Inc. 0 189,583 Sold Out 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 94,252 93,689 1% 2020-06-30
OPPENHEIMER & CO INC 94,166 72,703 30% 2020-06-30
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 93,307 371,666 75% 2020-06-30
MA GREENWOOD & ASSOCIATES INC 90,139 86,567 4% 2020-06-30
CARRET ASSET MANAGEMENT 90,007 89,057 1% 2020-06-30
Norinchukin Bank, The 89,463 0 New Buy 2020-06-30
Pacer Advisors, Inc. 88,703 1,066 8,221% 2020-06-30
PineBridge Investments Ltd 86,978 0 New Buy 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 86,889 86,854 0% 2020-06-30
RAYMOND JAMES TRUST CO 85,989 84,609 2% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 84,413 84,895 1% 2020-06-30
Sound View Wealth Advisors Group, LLC 84,407 81,306 4% 2020-06-30
Walleye Trading LLC 82,883 0 New Buy 2020-06-30
TNB Financial 80,949 79,843 1% 2020-06-30
Quantbot Technologies LLC 80,457 0 New Buy 2020-06-30
OLD POINT TRUST & FINANCIAL SERVICES N A 80,449 79,542 1% 2020-06-30
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 80,117 0 New Buy 2020-06-30
IBERIABANK CORP 79,710 70,834 13% 2020-06-30
Billeaud Capital Management, Inc. 79,191 79,371 0% 2020-06-30
BRINKER CAPITAL INC 78,875 47,951 64% 2020-06-30
SCHNIEDERS CAPITAL MANAGEMENT LLC 75,158 71,383 5% 2020-06-30
IFM Investors Pty Ltd 75,033 103,229 27% 2020-06-30
BLAIR WILLIAM & CO/IL 73,074 72,949 0% 2020-06-30
Sumitomo Mitsui Asset Management Company, LTD 72,437 70,832 2% 2020-06-30
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 72,125 72,325 0% 2020-06-30
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 70,587 65,987 7% 2020-06-30
Andra AP-fonden 69,400 0 New Buy 2020-06-30
RFG Advisory Group, LLC 69,118 61,464 12% 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 68,205 0 New Buy 2020-06-30
Stratos Wealth Advisors, LLC 67,765 0 New Buy 2020-06-30
Orion Portfolio Solutions, LLC 67,592 0 New Buy 2020-06-30
Financial Advantage, Inc. 67,458 66,902 1% 2020-06-30
Sigma Planning Corp 67,269 61,738 9% 2020-06-30
IFG Advisory, LLC 67,266 54,155 24% 2020-06-30
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 66,940 66,265 1% 2020-06-30
Chronos Wealth Management, LLC 66,560 44,243 50% 2020-06-30
Goss Wealth Management LLC 66,386 66,558 0% 2020-06-30
Moors & Cabot, Inc. 63,401 60,952 4% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 62,824 0 New Buy 2020-06-30
AlphaCrest Capital Management LLC 62,790 18,053 248% 2020-06-30
Ziegler Capital Management, LLC 62,744 85,514 27% 2020-06-30
AMALGAMATED BANK 61,235 0 New Buy 2020-06-30
SENTRY INVESTMENT MANAGEMENT INC 61,060 66,443 8% 2020-06-30
Baugh & Associates, LLC 60,921 60,036 1% 2020-06-30
Shilanski & Associates, Inc. 60,876 58,384 4% 2020-06-30
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 60,381 67,001 10% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 60,110 10,736 460% 2020-06-30
Homrich & Berg 59,159 52,389 13% 2020-06-30
WESBANCO BANK INC 59,108 60,207 2% 2020-06-30
Kentucky Retirement Systems 58,786 71,624 18% 2020-06-30
Sawtooth Asset Management, Inc. 58,756 0 New Buy 2020-06-30
South Dakota Investment Council 57,838 72,348 20% 2020-06-30
DIXON HUBARD FEINOUR & BROWN INC/VA 57,609 0 New Buy 2020-06-30
Daiwa Securities Group Inc. 57,573 57,573 No Change 2020-06-30
SIGNATUREFD, LLC 57,518 60,647 5% 2020-06-30
Monte Financial Group, LLC 57,008 32,131 77% 2020-06-30
Insight Folios Inc 56,697 65,623 14% 2020-06-30
MDAM Asset Management Co., Ltd. 56,314 12,364 355% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 55,938 53,794 4% 2020-06-30
PRIVATE ASSET MANAGEMENT INC 55,661 53,484 4% 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 55,059 52,911 4% 2020-06-30
CITY HOLDING CO 54,997 55,234 0% 2020-06-30
ONTARIO TEACHERS PENSION PLAN BOARD 53,932 71,855 25% 2020-06-30
Trinity Legacy Partners LLC 53,826 52,854 2% 2020-06-30
CULLEN FROST BANKERS INC 53,113 51,988 2% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 19,272 19,272 No Change 2020-06-30
Sugarloaf Wealth Management, LLC 52,758 52,610 0% 2020-06-30
FIRST NATIONAL TRUST CO 52,746 52,849 0% 2020-06-30
Csenge Advisory Group 51,299 16,036 220% 2020-06-30
Bridge Creek Capital Management LLC 51,121 49,576 3% 2020-06-30
PETTYJOHN CO 50,595 50,895 1% 2020-06-30
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 50,231 50,697 1% 2020-06-30
DAVENPORT & CO LLC 50,230 46,788 7% 2020-06-30
Rench Wealth Management, Inc. 49,493 49,236 1% 2020-06-30
Edgestream Partners, L.P. 49,185 5,150 855% 2020-06-30
Pearl River Capital, LLC 48,428 10,766 350% 2020-06-30
Palisade Asset Management, LLC 48,399 48,244 0% 2020-06-30
CANANDAIGUA NATIONAL CORP 48,365 0 New Buy 2020-06-30
TIAA, FSB 529 529 No Change 2020-06-30
DAVIDSON D A & CO 46,954 52,259 10% 2020-06-30
Neuberger Berman Group LLC 46,915 42,582 10% 2020-06-30
Voya Financial Advisors, Inc. 46,719 0 New Buy 2020-06-30
Mirae Asset Global Investments Co., Ltd. 46,383 86,921 47% 2020-06-30
FULTON BANK, N.A. 46,309 36,841 26% 2020-06-30
Louisiana State Employees Retirement System 45,400 44,600 2% 2020-06-30
Stratos Wealth Partners, LTD. 44,942 45,289 1% 2020-06-30
LINCOLN NATIONAL CORP 3,014 49,578 94% 2020-06-30
First Fiduciary Investment Counsel, Inc. 44,525 88,347 50% 2020-06-30
Monument Capital Management 44,220 46,068 4% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 43,626 44,800 3% 2020-06-30
Murphy, Middleton, Hinkle & Parker, Inc. 43,538 42,088 3% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 43,467 43,973 1% 2020-06-30
PROFUND ADVISORS LLC 42,942 0 New Buy 2020-06-30
SUMITOMO LIFE INSURANCE CO 42,858 46,370 8% 2020-06-30
CFG Asset Management LLC 42,594 45,225 6% 2020-06-30
Telos Capital Management, Inc. 42,066 35,676 18% 2020-06-30
H D Vest Advisory Services 41,978 65,455 36% 2020-06-30
Family Legacy, Inc. 41,343 41,568 1% 2020-06-30
MITCHELL MCLEOD PUGH & WILLIAMS INC 40,915 40,480 1% 2020-06-30
Armor Investment Advisors, LLC 40,824 39,389 4% 2020-06-30
MAVERICK CAPITAL LTD (Lee Ainslie) 40,099 0 New Buy 2020-06-30
Wealth Advisors of Tampa Bay, LLC 40,019 0 New Buy 2020-06-30
Argent Trust Co 39,352 33,896 16% 2020-06-30
OLD MUTUAL ASSET MANAGERS UK LTD 39,123 0 New Buy 2020-06-30
MONTAG A & ASSOCIATES INC 39,010 38,352 2% 2020-06-30
All Terrain Financial Advisors, LLC 38,870 40,508 4% 2020-06-30
Argyle Capital Management Inc. 38,859 39,259 1% 2020-06-30
CI INVESTMENTS INC. 38,780 0 New Buy 2020-06-30
Sowell Financial Services LLC 38,573 38,342 1% 2020-06-30
Illinois Municipal Retirement Fund 38,234 17,921 113% 2020-06-30
GREATMARK INVESTMENT PARTNERS, INC. 38,169 38,394 1% 2020-06-30
Brick & Kyle, Associates 37,629 0 New Buy 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 37,579 95,781 61% 2020-06-30
DEARBORN PARTNERS LLC 37,513 37,786 1% 2020-06-30
Veritable, L.P. 37,509 41,494 10% 2020-06-30
PROEQUITIES, INC. 36,957 38,870 5% 2020-06-30
Pinkerton Retirement Specialists, LLC 36,838 0 New Buy 2020-06-30
World Asset Management Inc 36,033 51,094 29% 2020-06-30
Selective Wealth Management 35,974 0 New Buy 2020-06-30
BROOKS, MOORE & ASSOCIATES, INC. 35,231 22,221 59% 2020-06-30
Carroll Financial Associates, Inc. 35,069 38,125 8% 2020-06-30
Zions Bancorporation, N.A. 34,934 0 New Buy 2020-06-30
Nicholas Hoffman & Company, LLC. 34,417 30,841 12% 2020-06-30
ACCESS FINANCIAL SERVICES, INC. 33,977 23,599 44% 2020-06-30
SEEYOND 33,897 0 New Buy 2020-06-30
Lantz Financial LLC 33,659 34,085 1% 2020-06-30
Sheaff Brock Investment Advisors, LLC 33,395 32,976 1% 2020-06-30
Tower Research Capital LLC 33,305 0 New Buy 2020-06-30
SCBT FINANCIAL CORP 32,815 25,668 28% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 32,740 26,001 26% 2020-06-30
Lakeview Capital Partners, LLC 32,583 31,661 3% 2020-06-30
Global Wealth Management Investment Advisory, Inc. 32,452 33,100 2% 2020-06-30
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 32,297 33,992 5% 2020-06-30
CX Institutional 32,078 24,063 33% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 31,865 0 New Buy 2020-06-30
Day & Ennis, LLC 31,717 31,322 1% 2020-06-30
Oakworth Capital, Inc. 31,602 29,485 7% 2020-06-30
Stewardship Financial Advisors, LLC 30,988 24,147 28% 2020-06-30
NBT BANK N A /NY 30,769 32,769 6% 2020-06-30
Kavar Capital Partners, LLC 30,626 30,401 1% 2020-06-30
WOLVERINE ASSET MANAGEMENT LLC 30,500 0 New Buy 2020-06-30
WATERS PARKERSON & CO INC 30,099 30,400 1% 2020-06-30
VIKING FUND MANAGEMENT LLC 30,000 0 New Buy 2020-06-30
First Bank & Trust 29,927 26,159 14% 2020-06-30
NorthRock Partners, LLC 29,914 0 New Buy 2020-06-30
HENGEHOLD CAPITAL MANAGEMENT LLC 29,347 29,349 0% 2020-06-30
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 29,336 0 New Buy 2020-06-30
Rudd International, Inc. 29,152 30,190 3% 2020-06-30
TOKIO MARINE ASSET MANAGEMENT CO LTD 29,134 25,858 13% 2020-06-30
ING GROEP NV 28,846 41,459 30% 2020-06-30
TDAM USA INC. 28,696 34,036 16% 2020-06-30
COZAD ASSET MANAGEMENT INC 28,646 29,535 3% 2020-06-30
Doyle Wealth Management 28,447 0 New Buy 2020-06-30
DUPONT CAPITAL MANAGEMENT 28,283 29,733 5% 2020-06-30
United Bank 28,076 26,568 6% 2020-06-30
Guild Investment Management, Inc. 27,960 0 New Buy 2020-06-30
PEOPLES FINANCIAL SERVICES CORP. 27,808 25,808 8% 2020-06-30
BURNS J W & CO INC/NY 27,726 27,996 1% 2020-06-30
TRUSTCO BANK CORP N Y 27,645 27,645 No Change 2020-06-30
Mechanics Bank Trust Department 8,100 35,512 77% 2020-06-30
Rafferty Asset Management, LLC 27,554 17,894 54% 2020-06-30
TFG Advisers LLC 0 26,613 Sold Out 2020-06-30
Citizens National Bank Trust Department 27,485 27,485 No Change 2020-06-30
LS Investment Advisors, LLC 27,429 45,647 40% 2020-06-30
HOLDERNESS INVESTMENTS CO 27,089 25,926 4% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 26,935 28,110 4% 2020-06-30
Dynamic Advisors Solutions LLC 26,923 21,293 26% 2020-06-30
IFP Advisors, Inc 26,876 15,186 77% 2020-06-30
EVERENCE CAPITAL MANAGEMENT INC 26,821 26,821 No Change 2020-06-30
Virtu Financial LLC 26,633 0 New Buy 2020-06-30
HighPoint Advisor Group LLC 26,526 0 New Buy 2020-06-30
MOGY JOEL R INVESTMENT COUNSEL INC 26,517 26,517 No Change 2020-06-30
PARK NATIONAL CORP /OH/ 26,388 33,882 22% 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 26,338 26,988 2% 2020-06-30
TrinityPoint Wealth, LLC 26,325 25,031 5% 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 26,265 25,331 4% 2020-06-30
GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 26,200 26,350 1% 2020-06-30
J.W. COLE ADVISORS, INC. 26,177 9,071 189% 2020-06-30
Kentucky Retirement Systems Insurance Trust Fund 25,971 31,790 18% 2020-06-30
HAP Trading, LLC 15,000 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 25,765 25,737 0% 2020-06-30
CONSOLIDATED PLANNING CORP 0 25,201 Sold Out 2020-06-30
LLBH Private Wealth Management, LLC 25,375 25,247 1% 2020-06-30
Retirement Network 25,352 25,680 1% 2020-06-30
Hartford Financial Management Inc. 25,183 25,588 2% 2020-06-30
TWIN CAPITAL MANAGEMENT INC 25,112 25,350 1% 2020-06-30
Foster Victor Wealth Advisors, LLC 25,083 20,631 22% 2020-06-30
NTV ASSET MANAGEMENT LLC 24,862 24,862 No Change 2020-06-30
Stolper Co 24,771 26,717 7% 2020-06-30
IBM Retirement Fund 24,716 24,630 0% 2020-06-30
CWS Financial Advisors, LLC 24,575 21,086 17% 2020-06-30
Lido Advisors, LLC 24,460 25,701 5% 2020-06-30
OneAscent Financial Services LLC 24,277 13,758 76% 2020-06-30
Prospera Financial Services 23,936 0 New Buy 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 23,882 26,265 9% 2020-06-30
CHEMUNG CANAL TRUST CO 23,760 35,006 32% 2020-06-30
Northwest Bancshares, Inc. 23,696 11,135 113% 2020-06-30
Mariner Quantitative Solutions, LLC 23,666 32,733 28% 2020-06-30
EQUITEC SPECIALISTS, LLC 23,000 0 New Buy 2020-06-30
Sandy Spring Bank 22,973 12,777 80% 2020-06-30
Vectors Research Management, LLC 22,833 0 New Buy 2020-06-30
HNP Capital LLC 22,808 0 New Buy 2020-06-30
STRATEGY ASSET MANAGERS LLC 22,659 23,870 5% 2020-06-30
Berkeley Capital Partners, LLC 22,648 26,168 13% 2020-06-30
SevenBridge Financial Group, LLC 22,602 22,601 0% 2020-06-30
Investment Counsel Inc. 22,525 22,525 No Change 2020-06-30
Virtue Capital Management, LLC 22,490 0 New Buy 2020-06-30
CapWealth Advisors, LLC 22,215 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 22,092 26,409 16% 2020-06-30
Laurel Wealth Advisors LLC 22,073 23,028 4% 2020-06-30
Horseman Capital Management Ltd 22,000 22,000 No Change 2020-06-30
Cornerstone Advisors, LLC 22,000 22,000 No Change 2020-06-30
Nachman Norwood & Parrott, Inc 2,600 24,523 89% 2020-06-30
Regent Peak Wealth Advisors LLC 21,784 5,187 320% 2020-06-30
AIGEN INVESTMENT MANAGEMENT, LP 21,743 13,328 63% 2020-06-30
Verdence Capital Advisors LLC 21,549 12,597 71% 2020-06-30
Bristlecone Advisors, LLC 21,392 20,657 4% 2020-06-30
ISLAY CAPITAL MANAGEMENT, LLC 21,312 27,912 24% 2020-06-30
HawsGoodwin Investment Management LLC 21,255 25,778 18% 2020-06-30
Providence First Trust Co 21,212 21,212 No Change 2020-06-30
SPRENG CAPITAL MANAGEMENT, INC. 20,966 20,966 No Change 2020-06-30
PSI Advisors, LLC 20,906 0 New Buy 2020-06-30
Cutler Group LP 20,800 78,500 74% 2020-06-30
Nepsis Capital Management, Inc. 20,758 25,990 20% 2020-06-30
STOCK YARDS BANK & TRUST CO 20,665 20,665 No Change 2020-06-30
FORTE CAPITAL LLC /ADV 20,624 20,069 3% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 20,549 17,985 14% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 20,406 22,577 10% 2020-06-30
People's United Financial, Inc. 20,347 22,250 9% 2020-06-30
ROTHSCHILD INVESTMENT CORP /IL 20,107 20,107 No Change 2020-06-30
HUSSMAN ECONOMETRICS ADVISORS, INC. 20,000 35,000 43% 2020-06-30
Brookmont Capital Management 19,944 22,989 13% 2020-06-30
MOODY NATIONAL BANK TRUST DIVISION 19,800 18,995 4% 2020-06-30
SeaCrest Wealth Management, LLC 19,674 16,770 17% 2020-06-30
Old North State Trust, LLC 19,663 19,662 0% 2020-06-30
Community Bank, N.A. 19,644 12,110 62% 2020-06-30
Asset Advisors Investment Management, LLC 19,560 25,560 23% 2020-06-30
PLIMOTH TRUST CO LLC 19,303 18,593 4% 2020-06-30
TCF National Bank 19,148 17,129 12% 2020-06-30
MADDEN SECURITIES Corp 19,005 0 New Buy 2020-06-30
Cohen Capital Management, Inc. 19,000 19,000 No Change 2020-06-30
Coconut Grove Bank 18,979 17,803 7% 2020-06-30
CADENCE CAPITAL MANAGEMENT LLC 18,666 14,390 30% 2020-06-30
Ipswich Investment Management Co., Inc. 18,609 21,184 12% 2020-06-30
Garner Asset Management Corp 18,574 17,813 4% 2020-06-30
Richard P Slaughter Associates Inc 0 17,470 Sold Out 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 18,490 14,285 29% 2020-06-30
SMITH, MOORE & CO. 18,462 0 New Buy 2020-06-30
Wellington Shields & Co., LLC 18,454 18,401 0% 2020-06-30
CAPITAL CITY TRUST CO/FL 18,381 0 New Buy 2020-06-30
Sciencast Management LP 18,350 22,006 17% 2020-06-30
Secrest Blakey & Associates, LLC 18,315 18,098 1% 2020-06-30
Essex Financial Services, Inc. 18,297 18,108 1% 2020-06-30
FRONTIER INVESTMENT MGMT CO 18,193 17,963 1% 2020-06-30
HUNTINGTON ASSET ADVISORS, INC. 842 0 New Buy 2020-06-30
REGENTATLANTIC CAPITAL LLC 18,097 17,336 4% 2020-06-30
BAILARD, INC. 18,049 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 17,998 20,068 10% 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 17,903 17,943 0% 2020-06-30
Bank of the Ozarks 17,775 18,091 2% 2020-06-30
CULLINAN ASSOCIATES INC 17,745 15,565 14% 2020-06-30
WETHERBY ASSET MANAGEMENT INC 17,698 17,973 2% 2020-06-30
Mint Tower Capital Management B.V. 17,695 0 New Buy 2020-06-30
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 17,664 5,997 195% 2020-06-30
Cornell Pochily Investment Advisors, Inc. 17,652 0 New Buy 2020-06-30
Belpointe Asset Management LLC 17,638 0 New Buy 2020-06-30
Bowling Portfolio Management LLC 17,611 18,546 5% 2020-06-30
PARK AVENUE SECURITIES LLC 17,467 0 New Buy 2020-06-30
Red Door Wealth Management, LLC 17,451 20,654 16% 2020-06-30
COMERICA SECURITIES,INC. 17,402 0 New Buy 2020-06-30
WOODSTOCK CORP 17,397 17,326 0% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 17,266 22,048 22% 2020-06-30
Summit Investment Advisors, Inc. 17,110 17,216 1% 2020-06-30
HHM Wealth Advisors, LLC 17,009 17,614 3% 2020-06-30
NJ State Employees Deferred Compensation Plan 17,000 17,000 No Change 2020-06-30
ARGI Investment Services, LLC 16,994 17,152 1% 2020-06-30
Yale Capital CORP 16,958 16,253 4% 2020-06-30
McKinley Carter Wealth Services, Inc. 16,928 17,096 1% 2020-06-30
National Asset Management, Inc. 4,030 20,578 80% 2020-06-30
Regal Investment Advisors, LLC 16,592 0 New Buy 2020-06-30
Archford Capital Strategies, LLC 16,571 16,463 1% 2020-06-30
PATTEN & PATTEN INC/TN 16,566 16,491 0% 2020-06-30
Patton Albertson & Miller, LLC 16,539 16,539 No Change 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 16,375 17,373 6% 2020-06-30
HM PAYSON & CO 14,358 0 New Buy 2020-06-30
Blue Fin Capital, Inc. 16,285 16,066 1% 2020-06-30
TCW GROUP INC 16,000 19,921 20% 2020-06-30
S.E.E.D. Planning Group LLC 15,999 14,993 7% 2020-06-30
Davis Capital Management 15,878 0 New Buy 2020-06-30
BNP Paribas Investment Partners S.A. 15,857 17,142 7% 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 15,801 15,801 No Change 2020-06-30
Savant Capital Management Inc 15,768 15,806 0% 2020-06-30
WRAPMANAGER INC 15,743 12,464 26% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 15,681 20,662 24% 2020-06-30
Good Life Advisors, LLC 15,631 15,819 1% 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 15,590 17,050 9% 2020-06-30
NEXT Financial Group, Inc 15,550 9,182 69% 2020-06-30
Strategic Financial Group, LLC 15,478 15,303 1% 2020-06-30
Court Place Advisors, LLC 15,352 15,352 No Change 2020-06-30
Graves-Light Private Wealth Management, Inc. 15,254 17,572 13% 2020-06-30
CONNING Asset Management Co. 15,250 15,530 2% 2020-06-30
Biltmore Family Office, LLC 15,250 15,250 No Change 2020-06-30
MURPHY CAPITAL MANAGEMENT INC 15,244 15,377 1% 2020-06-30
Calamos Wealth Management LLC 15,137 15,005 1% 2020-06-30
ProVise Management Group, LLC 14,974 16,096 7% 2020-06-30
BENEDICT FINANCIAL ADVISORS INC 14,944 14,929 0% 2020-06-30
Farmers & Merchants Trust Co of Long Beach 14,944 15,994 7% 2020-06-30
TRUST CO OF VERMONT 14,823 15,806 6% 2020-06-30
Union Bankshares Corp 14,760 14,985 2% 2020-06-30
Abbrea Capital, LLC 14,667 15,747 7% 2020-06-30
FIRST UNITED BANK TRUST/ 14,664 14,834 1% 2020-06-30
Rampart Investment Management Company, LLC 14,649 8,472 73% 2020-06-30
White Lighthouse Investment Management Inc. 14,624 10,624 38% 2020-06-30
Steel Peak Wealth Management LLC 14,594 22,176 34% 2020-06-30
Diversified Trust Co 14,574 13,379 9% 2020-06-30
Merit Financial Group, LLC 14,520 14,664 1% 2020-06-30
CHATHAM CAPITAL GROUP, INC. 14,494 14,462 0% 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 14,475 0 New Buy 2020-06-30
Shepherd Financial Partners LLC 14,469 14,711 2% 2020-06-30
Employers Holdings, Inc. 14,420 13,290 9% 2020-06-30
HOME FEDERAL BANK OF TENNESSEE 14,342 14,342 No Change 2020-06-30
BP WEALTH MANAGEMENT, LLC 14,315 16,402 13% 2020-06-30
Alpha Cubed Investments, LLC 14,305 12,854 11% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 14,269 14,707 3% 2020-06-30
MITCHELL SINKLER & STARR/PA 14,180 14,180 No Change 2020-06-30
guardian investment management 14,160 0 New Buy 2020-06-30
Pacific Wealth Strategies Group, Inc. 14,010 9,492 48% 2020-06-30
Hillstrust 14,002 5,929 136% 2020-06-30
Busey Trust CO 13,919 15,428 10% 2020-06-30
BancorpSouth Bank 13,852 11,669 19% 2020-06-30
ICW Investment Advisors LLC 13,777 13,289 4% 2020-06-30
ARROW FINANCIAL CORP 1,546 1,546 No Change 2020-06-30
Rocky Mountain Advisers, LLC 13,725 13,125 5% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 13,707 0 New Buy 2020-06-30
Koshinski Asset Management, Inc. 13,699 6,430 113% 2020-06-30
FRANKLIN STREET ADVISORS INC /NC 13,693 12,239 12% 2020-06-30
Rodgers Brothers Inc. 13,643 13,943 2% 2020-06-30
Edge Capital Group, LLC 13,625 14,092 3% 2020-06-30
Horizon Investments, LLC/SC 13,544 0 New Buy 2020-06-30
Strategic Blueprint, LLC 13,374 0 New Buy 2020-06-30
BT Wealth Management LLC 13,151 13,901 5% 2020-06-30
WEST BANCORPORATION INC 13,069 13,069 No Change 2020-06-30
Capital Investment Advisory Services, LLC 12,978 12,753 2% 2020-06-30
TRUEWEALTH LLC 12,966 12,515 4% 2020-06-30
MAGNOLIA CAPITAL ADVISORS LLC 12,915 13,488 4% 2020-06-30
BLB&B Advisors, LLC 12,902 12,902 No Change 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12,872 13,843 7% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 12,867 7,847 64% 2020-06-30
Keudell/Morrison Wealth Management 12,774 11,113 15% 2020-06-30
MCRAE CAPITAL MANAGEMENT INC 12,764 12,764 No Change 2020-06-30
WELCH & FORBES LLC 12,721 12,694 0% 2020-06-30
Stokes Family Office, LLC 12,600 13,659 8% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 12,528 12,719 2% 2020-06-30
Municipal Employees' Retirement System of Michigan 12,510 42,250 70% 2020-06-30
GATEWAY INVESTMENT ADVISERS LLC 12,465 15,529 20% 2020-06-30
Kovack Advisors, Inc. 12,432 11,382 9% 2020-06-30
Adviser Investments LLC 12,424 12,513 1% 2020-06-30
Rockefeller Capital Management L.P. 12,413 10,208 22% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,362 0 New Buy 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 12,348 12,355 0% 2020-06-30
USCA RIA LLC 12,324 0 New Buy 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 12,106 13,259 9% 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 12,014 11,878 1% 2020-06-30
Marshall Wace North America, L.P. 12,009 0 New Buy 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 11,974 11,954 0% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 11,958 7,755 54% 2020-06-30
Butler Wick Trust CO 11,885 12,080 2% 2020-06-30
First Command Bank 11,762 6,854 72% 2020-06-30
First Command Financial Services, Inc. 11,762 6,854 72% 2020-06-30
MOTCO 11,698 11,698 No Change 2020-06-30
VisionPoint Advisory Group, LLC 11,684 0 New Buy 2020-06-30
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 11,625 0 New Buy 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 11,466 12,833 11% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 11,367 14,917 24% 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 11,308 10,827 4% 2020-06-30
FDx Advisors, Inc. 11,299 0 New Buy 2020-06-30
ROBERTS GLORE & CO INC /IL/ 11,246 11,251 0% 2020-06-30
Checchi Capital Advisers, LLC 11,196 10,887 3% 2020-06-30
Mutual Advisors, LLC 11,042 0 New Buy 2020-06-30
Cornerstone Wealth Group, LLC 10,870 11,283 4% 2020-06-30
Iowa State Bank 10,865 14,420 25% 2020-06-30
Soltis Investment Advisors LLC 10,862 6,043 80% 2020-06-30
Wealth Alliance 10,770 7,805 38% 2020-06-30
V Wealth Management,LLC 10,718 6,258 71% 2020-06-30
Horizon Investment Services, LLC 10,644 10,301 3% 2020-06-30
PALLADIUM PARTNERS LLC 10,637 10,548 1% 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 10,614 0 New Buy 2020-06-30
ASSET MANAGEMENT CORP /IL/ /ADV 10,591 10,581 0% 2020-06-30
Clarkston Capital Partners LLC 10,580 10,580 No Change 2020-06-30
SUMMIT FINANCIAL GROUP INC 10,548 10,639 1% 2020-06-30
GRIMES & COMPANY, INC. 10,498 10,398 1% 2020-06-30
Marietta Wealth Management, LLC 10,471 11,150 6% 2020-06-30
FIRST NATIONAL CORP /MA/ /ADV 10,455 11,113 6% 2020-06-30
OLD NATIONAL BANCORP /IN/ 10,388 10,388 No Change 2020-06-30
NVWM, LLC 10,368 9,848 5% 2020-06-30
BEACON FINANCIAL GROUP 10,248 73,256 86% 2020-06-30
Linscomb & Williams, Inc. 10,223 10,009 2% 2020-06-30
SUN LIFE FINANCIAL INC 10,166 10,055 1% 2020-06-30
Carnegie Capital Asset Management, LLC 10,142 12,680 20% 2020-06-30
Venturi Wealth Management, LLC 10,124 0 New Buy 2020-06-30
GIRARD PARTNERS LTD. 10,043 8,666 16% 2020-06-30
NAVELLIER & ASSOCIATES INC 10,034 0 New Buy 2020-06-30
FIRST NATIONAL BANK OF OMAHA 9,930 9,730 2% 2020-06-30
CSat Investment Advisory, L.P. 3,528 2,477 42% 2020-06-30
Atlas Brown,Inc. 9,854 9,936 1% 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,812 6,305 56% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 9,805 10,092 3% 2020-06-30
GABLES CAPITAL MANAGEMENT INC. 9,796 9,271 6% 2020-06-30
St. Johns Investment Management Company, LLC 9,737 9,811 1% 2020-06-30
HoyleCohen, LLC 9,690 9,940 3% 2020-06-30
SMITH CHAS P & ASSOCIATES PA CPAS 9,671 11,552 16% 2020-06-30
Hanson McClain, Inc. 9,655 7,501 29% 2020-06-30
Cypress Capital Group 9,642 5,759 67% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 9,598 10,085 5% 2020-06-30
Successful Portfolios LLC 9,496 9,482 0% 2020-06-30
NWAM LLC 9,370 9,294 1% 2020-06-30
CHICAGO TRUST Co NA 9,365 9,115 3% 2020-06-30
Carmichael Hill & Associates, Inc. 9,354 9,348 0% 2020-06-30
Firestone Capital Management 9,321 12,871 28% 2020-06-30
UNIONBANCAL CORP 9,310 8,564 9% 2020-06-30
MEMBERS Trust Co 9,283 0 New Buy 2020-06-30
United Capital Management of KS, Inc. 9,190 9,361 2% 2020-06-30
Anfield Capital Management, LLC 9,082 8,899 2% 2020-06-30
BTIM Corp. 9,079 9,079 No Change 2020-06-30
Crossvault Capital Management LLC 9,075 9,075 No Change 2020-06-30
Benin Management CORP 9,068 9,068 No Change 2020-06-30
Wells Trecaso Financial Group, LLC 9,055 9,055 No Change 2020-06-30
Montecito Bank & Trust 9,026 6,735 34% 2020-06-30
LCNB CORP 9,003 9,466 5% 2020-06-30
Cohen Klingenstein, LLC 9,000 9,000 No Change 2020-06-30
AMJ Financial Wealth Management 8,896 49,751 82% 2020-06-30
CCM PARTNERS 8,864 0 New Buy 2020-06-30
Truvestments Capital LLC 1,558 0 New Buy 2020-06-30
Aldebaran Financial Inc. 8,829 8,829 No Change 2020-06-30
HAVERFORD TRUST CO 8,828 9,570 8% 2020-06-30
Centre Asset Management, LLC 8,799 8,349 5% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,725 9,975 13% 2020-06-30
HOWARD CAPITAL MANAGEMENT 8,698 8,606 1% 2020-06-30
Country Club Trust Company, n.a. 950 9,482 90% 2020-06-30
Princeton Portfolio Strategies Group LLC 8,694 8,694 No Change 2020-06-30
Bartlett & Co. LLC 8,647 8,682 0% 2020-06-30
SCOTIA CAPITAL INC. 8,612 10,405 17% 2020-06-30
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,580 10,280 17% 2020-06-30
Prime Capital Investment Advisors, LLC 8,569 5,186 65% 2020-06-30
ABNER HERRMAN & BROCK LLC 8,556 8,985 5% 2020-06-30
Taylor Hoffman Wealth Management 8,542 6,542 31% 2020-06-30
North Star Investment Management Corp. 8,540 8,560 0% 2020-06-30
Sunburst Financial Group, LLC 8,534 7,838 9% 2020-06-30
Symphony Financial, Ltd. Co. 8,503 6,958 22% 2020-06-30
Secure Asset Management, LLC 8,484 3,973 114% 2020-06-30
INTRUST BANK NA 8,439 9,047 7% 2020-06-30
Altium Wealth Management LLC 8,434 9,184 8% 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 8,400 7,700 9% 2020-06-30
Beaumont Financial Partners, LLC 8,319 7,719 8% 2020-06-30
Confluence Wealth Management LLC 8,319 8,292 0% 2020-06-30
FIRST HAWAIIAN BANK 8,318 8,970 7% 2020-06-30
BBVA USA BANCSHARES INC 8,269 8,049 3% 2020-06-30
Mayfair Advisory Group, LLC 8,253 8,253 No Change 2020-06-30
DUNCKER STREETT & CO INC 8,227 11,817 30% 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 8,222 0 New Buy 2020-06-30
Valeo Financial Advisors, LLC 8,214 7,712 7% 2020-06-30
ENCORE BANK NA 8,207 8,207 No Change 2020-06-30
Clarius Group, LLC 8,197 7,768 6% 2020-06-30
CAPROCK Group, Inc. 8,151 5,263 55% 2020-06-30
Probity Advisors, Inc. 8,142 0 New Buy 2020-06-30
Integrated Wealth Concepts LLC 8,140 7,459 9% 2020-06-30
Douglass Winthrop Advisors, LLC 8,114 6,950 17% 2020-06-30
Financial Management Professionals, Inc. 8,085 8,034 1% 2020-06-30
SNS Financial Group, LLC 8,083 8,044 0% 2020-06-30
PENINSULA ASSET MANAGEMENT INC 7,890 9,727 19% 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7,803 7,668 2% 2020-06-30
CALTON & ASSOCIATES, INC. 7,720 7,732 0% 2020-06-30
LATHROP INVESTMENT MANAGEMENT CORP 7,650 11,650 34% 2020-06-30
Essex Savings Bank 7,633 7,604 0% 2020-06-30
TRUST CO OF TOLEDO NA /OH/ 7,605 6,616 15% 2020-06-30
Institute for Wealth Management, LLC. 7,576 7,568 0% 2020-06-30
SCHMIDT P J INVESTMENT MANAGEMENT INC 7,566 7,472 1% 2020-06-30
Western Wealth Management, LLC 7,542 7,647 1% 2020-06-30
Global Retirement Partners, LLC 7,503 5,728 31% 2020-06-30
INGALLS & SNYDER LLC 7,500 7,500 No Change 2020-06-30
Sabal Trust CO 2,700 346,028 99% 2020-06-30
Wealth Alliance Advisory Group, LLC 7,469 7,340 2% 2020-06-30
GOLUB GROUP LLC 7,450 7,450 No Change 2020-06-30
Intersect Capital LLC 7,442 7,316 2% 2020-06-30
J. L. Bainbridge & Co., Inc. 7,375 7,365 0% 2020-06-30
Watchman Group, Inc. 7,362 7,560 3% 2020-06-30
Element Wealth, LLC 7,346 7,986 8% 2020-06-30
Coastal Investment Advisors, Inc. 7,311 6,809 7% 2020-06-30
Davy Asset Management Ltd 7,286 7,767 6% 2020-06-30
GSA CAPITAL PARTNERS LLP 7,277 0 New Buy 2020-06-30
Bath Savings Trust Co 7,257 7,552 4% 2020-06-30
Aviance Capital Partners, LLC 7,248 7,241 0% 2020-06-30
Meridian Wealth Management, LLC 7,184 7,267 1% 2020-06-30
BURKE & HERBERT BANK & TRUST CO 7,169 7,169 No Change 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 7,166 6,549 9% 2020-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,152 7,281 2% 2020-06-30
CHARTER TRUST CO 7,079 10,213 31% 2020-06-30
CAMBRIDGE TRUST CO 7,063 7,094 0% 2020-06-30
MEEDER ASSET MANAGEMENT INC 4,051 2,091 94% 2020-06-30
Financial Architects, Inc 7,017 15,394 54% 2020-06-30
Valmark Advisers, Inc. 6,976 4,483 56% 2020-06-30
BALDWIN BROTHERS INC/MA 6,900 6,900 No Change 2020-06-30
Mraz, Amerine & Associates, Inc. 6,890 6,890 No Change 2020-06-30
Keystone Financial Planning, Inc. 6,860 6,860 No Change 2020-06-30
Bremer Bank National Association 6,842 7,085 3% 2020-06-30
FOX RUN MANAGEMENT, L.L.C. 6,832 0 New Buy 2020-06-30
LOWE BROCKENBROUGH & CO INC 6,825 6,625 3% 2020-06-30
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,823 6,823 No Change 2020-06-30
MARCO INVESTMENT MANAGEMENT LLC 6,803 6,803 No Change 2020-06-30
Vident Investment Advisory, LLC 6,772 11,867 43% 2020-06-30
ABSHER WEALTH MANAGEMENT, LLC 6,768 4,716 44% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 6,728 0 New Buy 2020-06-30
Amerivest Investment Management LLC 6,691 7,537 11% 2020-06-30
Sawyer & Company, Inc 6,690 6,690 No Change 2020-06-30
Krane Funds Advisors LLC 6,625 7,322 10% 2020-06-30
MONETARY MANAGEMENT GROUP INC 6,600 6,600 No Change 2020-06-30
MEANS INVESTMENT CO., INC. 6,592 6,615 0% 2020-06-30
Kalos Management, Inc. 6,585 0 New Buy 2020-06-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 6,584 0 New Buy 2020-06-30
O'Brien Greene & Co. Inc 6,544 6,544 No Change 2020-06-30
Diversified Portfolios, Inc. 6,522 0 New Buy 2020-06-30
Parallel Advisors, LLC 6,453 6,550 1% 2020-06-30
Strategic Investment Advisors / MI 6,415 5,870 9% 2020-06-30
Dean Capital Investments Management, LLC 6,403 10,659 40% 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 6,359 6,061 5% 2020-06-30
Bridgewater Associates, Inc.(Raymond Dalio) 6,323 17,361 64% 2020-06-30
Strategic Advisors LLC 6,311 5,280 20% 2020-06-30
Traverso Chambers Private Wealth Management, LLC 6,288 5,757 9% 2020-06-30
FFCM LLC 6,279 25,877 76% 2020-06-30
Williams Jones Wealth Management, LLC. 6,279 6,349 1% 2020-06-30
HERITAGE INVESTORS MANAGEMENT CORP 6,277 6,277 No Change 2020-06-30
Resource Management, LLC 6,239 6,935 10% 2020-06-30
GREENLEAF TRUST 6,238 5,711 9% 2020-06-30
Gilbert & Cook, Inc. 6,238 5,754 8% 2020-06-30
UNIVEST CORP OF PENNSYLVANIA 1,000 7,296 86% 2020-06-30
Rossmore Private Capital 6,230 0 New Buy 2020-06-30
LEE DANNER & BASS INC 6,139 6,200 1% 2020-06-30
Parsec Financial Management, Inc. 6,064 6,064 No Change 2020-06-30
Van Hulzen Asset Management, LLC 6,034 6,180 2% 2020-06-30
Hanson Investment Management 6,023 0 New Buy 2020-06-30
Gratus Capital LLC 6,011 9,823 39% 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,010 6,210 3% 2020-06-30
MARINO, STRAM & ASSOCIATES LLC 6,004 4,438 35% 2020-06-30
SCHULHOFF & CO INC 6,000 6,000 No Change 2020-06-30
Yorktown Management & Research Co Inc 6,000 7,600 21% 2020-06-30
KLINGENSTEIN FIELDS & CO LLC 5,978 5,978 No Change 2020-06-30
BECK MACK & OLIVER LLC 5,900 5,900 No Change 2020-06-30
ST GERMAIN D J CO INC 5,877 6,437 9% 2020-06-30
ISTHMUS PARTNERS, LLC 5,868 0 New Buy 2020-06-30
Mosaic Family Wealth, LLC 5,853 5,695 3% 2020-06-30
Kuehl Shepherd Kozlowski & Associates,Inc. 5,845 5,842 0% 2020-06-30
Cutter & CO Brokerage, Inc. 5,821 5,804 0% 2020-06-30
Paul A. Violich, Inc. 5,779 5,779 No Change 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,729 5,507 4% 2020-06-30
FARR MILLER & WASHINGTON LLC/DC 5,713 8,013 29% 2020-06-30
TELEMUS CAPITAL, LLC 5,699 5,699 No Change 2020-06-30
Donald L. Hagan, LLC 5,688 5,688 No Change 2020-06-30
Ausdal Financial Partners, Inc. 5,684 4,899 16% 2020-06-30
CONGRESS ASSET MANAGEMENT CO /MA 5,660 5,660 No Change 2020-06-30
Colonial Asset Management, Inc. 5,636 5,636 No Change 2020-06-30
Capital Investment Counsel, Inc 5,630 0 New Buy 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,618 0 New Buy 2020-06-30
Summit Financial Wealth Advisors, LLC 5,600 5,600 No Change 2020-06-30
WASHINGTON TRUST BANK 5,548 6,237 11% 2020-06-30
Eqis Capital Management, Inc. 5,543 6,704 17% 2020-06-30
Pinnacle Bank 5,486 4,171 32% 2020-06-30
Patriot Investment Management Inc. 5,459 5,172 6% 2020-06-30
Rock Creek Group, LP 5,445 0 New Buy 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 5,434 5,434 No Change 2020-06-30
YHB Investment Advisors, Inc. 5,390 6,380 16% 2020-06-30
Strategic Point Investment Advisors, LLC 5,363 0 New Buy 2020-06-30
Penobscot Investment Management Company, Inc. 5,335 5,335 No Change 2020-06-30
1ST SOURCE BANK 5,333 4,733 13% 2020-06-30
Lehman & Derafelo Financial Resources LLC 5,314 5,320 0% 2020-06-30
Summit Trail Advisors, LLC 5,299 16,912 69% 2020-06-30
Clear Creek Financial Management, LLC 5,265 4,234 24% 2020-06-30
Glenview Trust Co 5,258 5,608 6% 2020-06-30
Aevitas Wealth Management, Inc. 5,236 5,209 1% 2020-06-30
Integrated Advisors Network LLC 1,330 5,425 75% 2020-06-30
Cornerstone Wealth Management, LLC 5,211 0 New Buy 2020-06-30
Coastline Trust CO 5,190 5,190 No Change 2020-06-30
Menard Financial Group LLC 5,172 0 New Buy 2020-06-30
Quantitative Systematic Strategies LLC 5,119 0 New Buy 2020-06-30
Cresset Asset Management, LLC 5,110 0 New Buy 2020-06-30
Bernardo Wealth Planning LLC 5,078 5,895 14% 2020-06-30
Perigon Wealth Management, LLC 5,063 5,535 9% 2020-06-30
Chicago Capital, LLC 5,058 5,058 No Change 2020-06-30
Nikulski Financial, Inc. 5,050 3,980 27% 2020-06-30
NorthCoast Asset Management LLC 5,039 5,032 0% 2020-06-30
Alpha Omega Wealth Management LLC 5,035 5,235 4% 2020-06-30
Independence Bank of Kentucky 5,030 4,930 2% 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 5,016 4,593 9% 2020-06-30
Town & Country Bank & Trust CO dba First Bankers Trust CO 5,005 5,503 9% 2020-06-30
INVESTMENT MANAGEMENT OF VIRGINIA LLC 5,005 5,130 2% 2020-06-30
ANCHOR CAPITAL ADVISORS INC 5,000 5,000 No Change 2020-06-30
Ford Financial Group, Inc. 5,000 5,000 No Change 2020-06-30
Cedar Brook Financial Partners, LLC 4,996 4,879 2% 2020-06-30
Marble Harbor Investment Counsel, LLC 4,992 4,992 No Change 2020-06-30
Beaumont Asset Management, L.L.C. 4,977 0 New Buy 2020-06-30
COMPTON CAPITAL MANAGEMENT INC /RI 4,948 4,648 6% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 4,911 4,902 0% 2020-06-30
Wealthstreet Investment Advisors, LLC 3,476 9,362 63% 2020-06-30
Granite Springs Asset Management LLC 4,860 3,860 26% 2020-06-30
Hummer Financial Advisory Services Inc 4,850 4,550 7% 2020-06-30
MEIJI YASUDA LIFE INSURANCE CO 4,848 4,547 7% 2020-06-30
WealthTrust Axiom LLC 4,838 4,838 No Change 2020-06-30
RNC CAPITAL MANAGEMENT LLC 4,811 4,811 No Change 2020-06-30
Magnus Financial Group LLC 4,807 4,303 12% 2020-06-30
We Are One Seven, LLC 4,803 4,775 1% 2020-06-30
Jackson Hole Capital Partners, LLC 4,735 3,985 19% 2020-06-30
BOSTON RESEARCH & MANAGEMENT INC 4,710 4,710 No Change 2020-06-30
Triton Wealth Management, PLLC 4,698 4,698 No Change 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 4,688 6,688 30% 2020-06-30
Gradient Investments LLC 4,662 5,014 7% 2020-06-30
Inscription Capital, LLC 4,642 4,542 2% 2020-06-30
PBWM Holdings, LLC 4,573 4,528 1% 2020-06-30
ALTFEST L J & CO INC 4,530 6,582 31% 2020-06-30
THOMPSON INVESTMENT MANAGEMENT, INC. 4,526 4,381 3% 2020-06-30
Bedel Financial Consulting, Inc. 4,523 5,053 10% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 4,510 4,460 1% 2020-06-30
Pinnacle Wealth Planning Services, Inc. 4,502 6,479 31% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,500 4,500 No Change 2020-06-30
High Falls Advisors, Inc 4,487 0 New Buy 2020-06-30
WASHINGTON TRUST CO 4,475 8,109 45% 2020-06-30
TCI Wealth Advisors, Inc. 4,474 6,080 26% 2020-06-30
Radnor Capital Management, LLC 4,465 4,465 No Change 2020-06-30
Cooper Financial Group 4,453 0 New Buy 2020-06-30
Shorepoint Capital Partners LLC 4,425 4,500 2% 2020-06-30
Keystone Financial Group 4,417 4,413 0% 2020-06-30
Brookstone Capital Management 4,413 14,436 69% 2020-06-30
Altman Advisors, Inc. 4,400 4,400 No Change 2020-06-30
WMS Partners, LLC 4,390 4,390 No Change 2020-06-30
HARTLINE INVESTMENT CORP/ 4,384 4,384 No Change 2020-06-30
INVESTMENT HOUSE LLC 4,381 4,378 0% 2020-06-30
Oakmont Partners LLC 1,310 5,841 78% 2020-06-30
HARDESTY CAPITAL MANAGEMENT CORP 4,333 4,658 7% 2020-06-30
Moloney Securities Asset Management, LLC 4,330 4,315 0% 2020-06-30
BCS Wealth Management 4,308 0 New Buy 2020-06-30
THOMAS STORY & SON LLC 4,300 4,300 No Change 2020-06-30
Spearhead Capital Advisors, LLC 4,300 4,300 No Change 2020-06-30
American Financial Advisors, LLC 4,283 4,249 1% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 4,279 4,037 6% 2020-06-30
EPG Wealth Management LLC 0 4,243 Sold Out 2020-06-30
Measured Wealth Private Client Group, LLC 4,262 3,978 7% 2020-06-30
JustInvest LLC 4,205 4,669 10% 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 4,202 4,202 No Change 2020-06-30
Stonebridge Capital Advisors LLC 4,187 3,907 7% 2020-06-30
Wealthcare Advisory Partners LLC 4,186 4,259 2% 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 4,184 7,941 47% 2020-06-30
Landsberg, Bennett, & Dubbaneh LLC 4,180 4,140 1% 2020-06-30
Fulton Breakefield Broenniman LLC 4,139 4,339 5% 2020-06-30
Waldron, LP 4,119 0 New Buy 2020-06-30
Private Capital Group, LLC 4,114 3,834 7% 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 4,078 48,933 92% 2020-06-30
Glassman Wealth Services 4,070 4,659 13% 2020-06-30
Summit Asset Management, LLC 4,055 4,040 0% 2020-06-30
Maple Capital Management, Inc. 4,041 0 New Buy 2020-06-30
Joel Isaacson & Co., LLC 4,021 4,021 No Change 2020-06-30
Hodges Capital Management Inc. 4,010 4,010 No Change 2020-06-30
Stonebridge Financial Planning Group, LLC 4,003 4,203 5% 2020-06-30
Venture Visionary Partners LLC 3,992 0 New Buy 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 3,975 0 New Buy 2020-06-30
BLUESTEIN R H & CO 3,975 3,975 No Change 2020-06-30
Xcel Wealth Management, LLC 3,951 3,880 2% 2020-06-30
MANA Advisors LLC 3,946 0 New Buy 2020-06-30
Bay Harbor Wealth Management, LLC 3,942 2,812 40% 2020-06-30
FLC Capital Advisors 3,940 3,940 No Change 2020-06-30
PITCAIRN CO 3,938 0 New Buy 2020-06-30
BOURNE STENSTROM LENT ASSET MANAGEMENT INC 3,931 3,931 No Change 2020-06-30
BOENNING & SCATTERGOOD, INC. 3,925 3,925 No Change 2020-06-30
HOURGLASS CAPITAL, LLC 3,900 3,900 No Change 2020-06-30
First Heartland Consultants, Inc. 3,897 3,795 3% 2020-06-30
ROPES WEALTH ADVISORS LLC 3,785 3,785 No Change 2020-06-30
COUNTRY TRUST BANK 3,755 3,755 No Change 2020-06-30
Lloyd Advisory Services, LLC. 3,538 2,615 35% 2020-06-30
TRUE Private Wealth Advisors 3,500 3,500 No Change 2020-06-30
TORONTO DOMINION BANK 16 6,790 100% 2020-06-30
QUADRANT CAPITAL GROUP LLC 3,340 0 New Buy 2020-06-30
Sound Income Strategies, LLC 3,259 2,173 50% 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 3,249 4,000 19% 2020-06-30
JJJ Advisors Inc. 3,179 3,115 2% 2020-06-30
Cornerstone Advisors, Inc. 3,176 2,642 20% 2020-06-30
FIRST QUADRANT L P/CA 3,100 1,200 158% 2020-06-30
AlphaMark Advisors, LLC 3,096 3,096 No Change 2020-06-30
Acropolis Investment Management, LLC 3,057 2,940 4% 2020-06-30
TOMPKINS FINANCIAL CORP 3,020 3,020 No Change 2020-06-30
Capstone Financial Group, Inc. 3,000 3,000 No Change 2020-06-30
Winslow, Evans & Crocker, Inc. 2,910 8,808 67% 2020-06-30
Cedar Mountain Advisors, LLC 2,773 2,743 1% 2020-06-30
Arkadios Wealth Advisors 2,754 3,180 13% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 625 0 New Buy 2020-06-30
Horan Securities, Inc. 2,437 2,437 No Change 2020-06-30
Parkside Financial Bank & Trust 2,435 2,303 6% 2020-06-30
Berman Capital Advisors, LLC 2,432 2,342 4% 2020-06-30
WHITTIER TRUST CO 2,271 2,271 No Change 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 2,250 2,250 No Change 2020-06-30
CENTERSQUARE INVESTMENT MANAGEMENT LLC 2,230 1,780 25% 2020-06-30
PrairieView Partners, LLC 2,226 2,226 No Change 2020-06-30
Interactive Financial Advisors 2,208 2,208 No Change 2020-06-30
AIA Investment Management Private Ltd 2,195 3,875 43% 2020-06-30
Efficient Wealth Management LLC 2,166 2,166 No Change 2020-06-30
Hartland & Co., LLC 2,153 2,153 No Change 2020-06-30
Vigilant Capital Management, LLC 2,100 0 New Buy 2020-06-30
Tarbox Group, Inc. 2,048 1,822 12% 2020-06-30
Column Capital Advisors, LLC 2,005 2,006 0% 2020-06-30
M&R CAPITAL MANAGEMENT INC 1,950 3,004 35% 2020-06-30
PROFFITT & GOODSON INC 1,918 1,918 No Change 2020-06-30
Empirical Finance, LLC 1,894 5,982 68% 2020-06-30
MPS Loria Financial Planners, LLC 1,890 0 New Buy 2020-06-30
SECURITY NATIONAL TRUST CO 1,850 1,850 No Change 2020-06-30
QUANTUM CAPITAL MANAGEMENT 1,835 1,835 No Change 2020-06-30
Sonora Investment Management, LLC 1,822 2,422 25% 2020-06-30
Rosenberg Matthew Hamilton 1,804 1,451 24% 2020-06-30
Trust Co 1,746 1,746 No Change 2020-06-30
LifePlan Financial Group, Inc 1,741 1,741 No Change 2020-06-30
Silvant Capital Management LLC 1,727 0 New Buy 2020-06-30
HARVEST GROUP WEALTH MANAGEMENT, LLC 1,714 1,695 1% 2020-06-30
Norway Savings Bank 1,691 1,691 No Change 2020-06-30
American Research & Management Co. 1,671 1,671 No Change 2020-06-30
Bogart Wealth, LLC 1,664 1,664 No Change 2020-06-30
Hoover Financial Advisors, Inc. 1,594 0 New Buy 2020-06-30
Campbell Wealth Management 1,552 0 New Buy 2020-06-30
S.A. Mason LLC 1,498 2,248 33% 2020-06-30
Perkins Coie Trust Co 1,476 1,934 24% 2020-06-30
Migdal Insurance & Financial Holdings Ltd. 1,474 1,483 1% 2020-06-30
NuWave Investment Management, LLC 842 0 New Buy 2020-06-30
Baystate Wealth Management LLC 1,383 1,384 0% 2020-06-30
MCF Advisors LLC 1,354 1,366 1% 2020-06-30
Johnson Financial Group, Inc. 1,309 2,309 43% 2020-06-30
Kistler-Tiffany Companies, LLC 1,270 1,832 31% 2020-06-30
Pacad Investment Ltd. 1,100 0 New Buy 2020-06-30
EVOKE WEALTH, LLC 1,042 1,072 3% 2020-06-30
Semmax Financial Advisors Inc. 1,001 1,507 34% 2020-06-30
SpiderRock Advisors LLC 1,000 2,000 50% 2020-06-30
D'Orazio & Associates, Inc. 967 967 No Change 2020-06-30
Versant Capital Management, Inc 963 986 2% 2020-06-30
Lee Financial CORP 933 933 No Change 2020-06-30
Global Trust Asset Management, LLC 917 919 0% 2020-06-30
Lucia Wealth Services, LLC 910 910 No Change 2020-06-30
Patriot Financial Group Insurance Agency, LLC 898 952 6% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 888 772 15% 2020-06-30
Cranbrook Wealth Management, LLC 880 0 New Buy 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 850 850 No Change 2020-06-30
Lindbrook Capital, LLC 835 899 7% 2020-06-30
Prestige Wealth Management Group LLC 832 693 20% 2020-06-30
Certified Advisory Corp 823 820 0% 2020-06-30
Focused Wealth Management, Inc 817 3,217 75% 2020-06-30
JNBA Financial Advisors 768 768 No Change 2020-06-30
Ellis Investment Partners, LLC 768 768 No Change 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 760 31,024 98% 2020-06-30
McIlrath & Eck, LLC 757 0 New Buy 2020-06-30
AllSquare Wealth Management LLC 750 750 No Change 2020-06-30
HighMark Wealth Management LLC 718 718 No Change 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 702 702 No Change 2020-06-30
Demars Financial Group, LLC 702 0 New Buy 2020-06-30
Capital Advisors, Ltd. LLC 690 690 No Change 2020-06-30
Atlas Private Wealth Management 690 0 New Buy 2020-06-30
MV Capital Management, Inc. 662 100 562% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 646 427 51% 2020-06-30
Harvest Fund Management Co., Ltd 639 1,130 43% 2020-06-30
CORBETT ROAD CAPITAL MANAGEMENT, LLC 602 602 No Change 2020-06-30
Cascade Investment Advisors, Inc. 600 600 No Change 2020-06-30
Legacy Bridge, LLC 600 0 New Buy 2020-06-30
WEBSTER BANK, N. A. 596 596 No Change 2020-06-30
ALPHA WINDWARD LLC 574 564 2% 2020-06-30
Keebeck Wealth Management, LLC 567 0 New Buy 2020-06-30
Moser Wealth Advisors, LLC 537 537 No Change 2020-06-30
Endurance Wealth Management, Inc. 534 0 New Buy 2020-06-30
Sailer Financial LLC 525 525 No Change 2020-06-30
Engrave Wealth Partners LLC 507 504 1% 2020-06-30
Carolina Wealth Advisors, LLC 502 502 No Change 2020-06-30
Sterling Investment Advisors, Ltd. 500 500 No Change 2020-06-30
Stuart Chaussee & Associates, Inc. 485 485 No Change 2020-06-30
VALLEY NATIONAL ADVISERS INC 471 471 No Change 2020-06-30
Moisand Fitzgerald Tamayo, LLC 470 0 New Buy 2020-06-30
Gemmer Asset Management LLC 451 0 New Buy 2020-06-30
TrueNorth, Inc. 431 0 New Buy 2020-06-30
HORIZON BANCORP /IN/ 425 425 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 412 412 No Change 2020-06-30
ATWOOD & PALMER INC 400 400 No Change 2020-06-30
Westchester Capital Management, Inc. 400 400 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 400 400 No Change 2020-06-30
Sowa Financial Group, Inc. 400 400 No Change 2020-06-30
Heritage Wealth Advisors 392 0 New Buy 2020-06-30
Meridian Wealth Partners, LLC 380 0 New Buy 2020-06-30
Riggs Asset Managment Co. Inc. 350 350 No Change 2020-06-30
Coastal Capital Group, Inc. 347 247 40% 2020-06-30
Tradewinds Capital Management, LLC 338 338 No Change 2020-06-30
Edge Wealth Management LLC 325 325 No Change 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 320 320 No Change 2020-06-30
First Personal Financial Services 320 0 New Buy 2020-06-30
Ohio Valley Financial Group 300 0 New Buy 2020-06-30
RPG Investment Advisory, LLC 300 100 200% 2020-06-30
Cribstone Capital Management, LLC 295 516 43% 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 270 270 No Change 2020-06-30
Evolution Wealth Advisors, LLC 266 0 New Buy 2020-06-30
Reitz Capital Advisors LLC 250 0 New Buy 2020-06-30
Regal Wealth Group, Inc. 241 0 New Buy 2020-06-30
Larson Financial Group LLC 225 225 No Change 2020-06-30
Investment Research & Advisory Group, Inc. 205 205 No Change 2020-06-30
Cordasco Financial Network 200 200 No Change 2020-06-30
TSFG, LLC 200 200 No Change 2020-06-30
Riverview Trust Co 194 194 No Change 2020-06-30
Price Wealth Management, Inc. 188 0 New Buy 2020-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 186 0 New Buy 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 175 175 No Change 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 166 321 48% 2020-06-30
Burt Wealth Advisors 166 166 No Change 2020-06-30
Pflug Koory, LLC 165 165 No Change 2020-06-30
Savior LLC 163 161 1% 2020-06-30
Weaver Consulting Group 150 150 No Change 2020-06-30
TD Capital Management LLC 146 146 No Change 2020-06-30
SMITH ASSET MANAGEMENT GROUP LP 128 128 No Change 2020-06-30
Tower View Investment Management & Research LLC 124 122 2% 2020-06-30
Concannon Wealth Management, LLC 120 120 No Change 2020-06-30
CNB Bank 118 0 New Buy 2020-06-30
1776 Wealth LLC 115 15 667% 2020-06-30
Advocacy Wealth Management Services, LLC 113 0 New Buy 2020-06-30
Pacitti Group Inc. 110 94 17% 2020-06-30
Spectrum Management Group, Inc. 109 109 No Change 2020-06-30
Barnett & Company, Inc. 102 500 80% 2020-06-30
Clean Yield Group 100 100 No Change 2020-06-30
Barrett Asset Management, LLC 100 100 No Change 2020-06-30
Winch Advisory Services, LLC 94 93 1% 2020-06-30
JFS WEALTH ADVISORS, LLC 66 1,485 96% 2020-06-30
Hudock Moyer Wealth Resources, LLC 53 52 2% 2020-06-30
Ellevest, Inc. 41 0 New Buy 2020-06-30
Costello Asset Management, INC 37 0 New Buy 2020-06-30
Hillsdale Investment Management Inc. 30 30 No Change 2020-06-30
Modus Advisors, LLC 30 0 New Buy 2020-06-30
Jacobi Capital Management LLC 22 25,222 100% 2020-06-30
Transamerica Financial Advisors, Inc. 4 0 New Buy 2020-06-30
Filbrandt Wealth Management, LLC 2 158 99% 2020-06-30
Ledyard National Bank 0 4,087 Sold Out 2020-06-30
AMICA MUTUAL INSURANCE CO 0 22,755 Sold Out 2020-06-30
FIRST CITIZENS BANK & TRUST CO 0 4,092 Sold Out 2020-06-30
Wealth Builders 0 14,644 Sold Out 2020-06-30
EAGLE ASSET MANAGEMENT INC 0 52,108 Sold Out 2020-06-30
DIVIDEND GROWTH ADVISORS, LLC 0 4,440 Sold Out 2020-06-30
ROOSEVELT INVESTMENT GROUP INC 0 6,045 Sold Out 2020-06-30
HOWE & RUSLING INC 0 5,392 Sold Out 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 0 5,813 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 1,320 Sold Out 2020-06-30
Employees Retirement System of Texas 0 61,610 Sold Out 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 0 2,089 Sold Out 2020-06-30
WELLINGTON MANAGEMENT CO LLP 0 1,173,828 Sold Out 2020-06-30
ARONSON & JOHNSON & ORTIZ, LP 0 18,772 Sold Out 2020-06-30
ALPINE WOODS CAPITAL INVESTORS, LLC 0 3,700 Sold Out 2020-06-30
GODSEY & GIBB ASSOCIATES 0 3,955 Sold Out 2020-06-30
COURIER CAPITAL CORP 0 3,764 Sold Out 2020-06-30
BALASA DINVERNO & FOLTZ LLC 0 10,707 Sold Out 2020-06-30
COMMERZBANK AKTIENGESELLSCHAFT /FI 0 4,772 Sold Out 2020-06-30
Financeware, Inc. 0 62 Sold Out 2020-06-30
DT Investment Partners, LLC 0 14,898 Sold Out 2020-06-30
Nadler Financial Group, Inc. 0 3,710 Sold Out 2020-06-30
Livforsakringsaktiebolaget Skandia (publ) 0 11,476 Sold Out 2020-06-30
Merriman Wealth Management, LLC 0 4,474 Sold Out 2020-06-30
Asset Management Advisors, LLC 0 3,900 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 13,989 Sold Out 2020-06-30
SEVEN EIGHT CAPITAL, LLC 0 27,900 Sold Out 2020-06-30
Winton Capital Group Ltd 0 79,453 Sold Out 2020-06-30
OLD MISSION CAPITAL LLC 0 15,020 Sold Out 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 0 5,808 Sold Out 2020-06-30
Harel Insurance Investments & Financial Services Ltd. 0 1,676 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 569 Sold Out 2020-06-30
ARP AMERICAS LLC 0 18,900 Sold Out 2020-06-30
Symmetry Partner, LLC 0 9,352 Sold Out 2020-06-30
INFRASTRUCTURE CAPITAL ADVISORS, LLC 0 100 Sold Out 2020-06-30
Epstein & White Financial LLC 0 5,105 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 500 Sold Out 2020-06-30
Solstein Capital, LLC 0 21 Sold Out 2020-06-30
MinichMacGregor Wealth Management, LLC 0 5,688 Sold Out 2020-06-30
Old Port Advisors 0 3,792 Sold Out 2020-06-30
GANTZERT INVESTMENT CO LLC /ADV 0 150 Sold Out 2020-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 0 3,922 Sold Out 2020-06-30
MANCHESTER FINANCIAL INC 0 79 Sold Out 2020-06-30
OPSEU Pension Plan Trust Fund 0 62,411 Sold Out 2020-06-30
KMG FIDUCIARY PARTNERS, LLC 0 10,782 Sold Out 2020-06-30
Joseph P. Lucia & Associates, LLC 0 350 Sold Out 2020-06-30
Fundamentun, LLC 0 5,037 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 519 Sold Out 2020-06-30
TOEWS CORP /ADV 0 17,300 Sold Out 2020-06-30
EXCHANGE TRADED CONCEPTS, LLC 0 25 Sold Out 2020-06-30
M&G INVESTMENT MANAGEMENT LTD 0 20,791 Sold Out 2020-06-30
IEQ CAPITAL, LLC 0 6,705 Sold Out 2020-06-30
Lion Street Advisors, LLC 0 133 Sold Out 2020-06-30
Vigilare Wealth Management 0 11,520 Sold Out 2020-06-30
Argent Advisors, Inc. 0 8,068 Sold Out 2020-06-30
BALLAST ADVISORS LLC 0 958 Sold Out 2020-06-30
Optas, LLC 0 5,259 Sold Out 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 0 100 Sold Out 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 0 3,815 Sold Out 2020-06-30
Royal Fund Management, LLC 0 3,040 Sold Out 2020-06-30
StrongBox Wealth, LLC 0 3,978 Sold Out 2020-06-30
STATE STREET CORP 57,756,219 57,215,014 1% 2020-03-31
FRANKLIN RESOURCES INC 27,073,756 26,632,144 2% 2020-03-31
LEGAL & GENERAL GROUP PLC 10,436,785 10,259,077 2% 2020-03-31
FEDERATED INVESTORS INC /PA/ 5,287,698 5,404,544 2% 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 4,565,418 4,287,878 6% 2020-03-31
HENDERSON GROUP PLC 3,717,616 3,642,768 2% 2020-03-31
DEUTSCHE BANK AG 2,239,852 2,638,021 15% 2020-03-31
APG All Pensions Group 2,232,969 2,687,215 17% 2020-03-31
Nuveen Asset Management, LLC 0 2,265,202 Sold Out 2020-03-31
DIMENSIONAL FUND ADVISORS INC 1,874,993 1,865,389 1% 2020-03-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,810,282 1,819,477 1% 2020-03-31
ALLIANCEBERNSTEIN L.P. 1,716,197 1,678,469 2% 2020-03-31
CANADA PENSION PLAN INVESTMENT BOARD 1,357,376 1,089,337 25% 2020-03-31
AQR CAPITAL MANAGEMENT LLC 1,114,646 0 New Buy 2020-03-31
GREAT WEST LIFE ASSURANCE CO /CAN/ 1,077,630 0 New Buy 2020-03-31
OLD REPUBLIC INTERNATIONAL CORP 1,058,500 1,058,500 No Change 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 861,937 Sold Out 2020-03-31
DIAM Co., Ltd. 704,494 690,760 2% 2020-03-31
Aperio Group, LLC 685,832 631,076 9% 2020-03-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 592,045 650,081 9% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 57,805 73,930 22% 2020-03-31
JANE STREET GROUP, LLC 498,819 0 New Buy 2020-03-31
Railway Pension Investments Ltd 463,292 442,792 5% 2020-03-31
GABELLI FUNDS LLC 451,900 0 New Buy 2020-03-31
Allianz Asset Management AG 438,348 354,576 24% 2020-03-31
Public Sector Pension Investment Board 403,227 181,968 122% 2020-03-31
Magellan Asset Management Ltd 391,526 420,011 7% 2020-03-31
Energy Income Partners, LLC 384,611 14,489 2,555% 2020-03-31
GUGGENHEIM CAPITAL LLC 379,416 429,132 12% 2020-03-31
AVIVA PLC 366,014 365,626 0% 2020-03-31
MARTINGALE ASSET MANAGEMENT L P 357,878 438,217 18% 2020-03-31
AMERICAN CENTURY COMPANIES INC 337,952 347,670 3% 2020-03-31
MetLife Investment Advisors, LLC 270,324 278,595 3% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 241,054 237,598 1% 2020-03-31
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 179,219 40,608 341% 2020-03-31
GLENMEDE TRUST CO NA 171,663 171,663 No Change 2020-03-31
NORDEA INVESTMENT MANAGEMENT AB 168,542 148,039 14% 2020-03-31
ACCIDENT COMPENSATION CORP 166,497 183,497 9% 2020-03-31
EARNEST PARTNERS LLC 158,667 178,782 11% 2020-03-31
METROPOLITAN LIFE INSURANCE CO/NY 158,490 159,096 0% 2020-03-31
Baird Financial Group, Inc. 50 0 New Buy 2020-03-31
MASON STREET ADVISORS LLC 149,630 149,630 No Change 2020-03-31
EATON VANCE MANAGEMENT 143,092 143,011 0% 2020-03-31
ASSOCIATED BANC-CORP 142,735 133,230 7% 2020-03-31
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 138,800 0 New Buy 2020-03-31
STEPHENS INC /AR/ 126,947 174,241 27% 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 118,900 280,900 58% 2020-03-31
MML INVESTORS SERVICES, LLC 118,257 151,702 22% 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 116,020 44,700 160% 2020-03-31
Wealthfront Advisers LLC 99,254 94,708 5% 2020-03-31
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 93,795 88,935 5% 2020-03-31
MainStreet Investment Advisors LLC 7,642 96,236 92% 2020-03-31
WESTPAC BANKING CORP 88,520 88,520 No Change 2020-03-31
CAPTRUST FINANCIAL ADVISORS 87,225 0 New Buy 2020-03-31
CHICAGO EQUITY PARTNERS LLC 80,415 87,645 8% 2020-03-31
Gotham Asset Management, LLC 79,555 0 New Buy 2020-03-31
PIEDMONT INVESTMENT ADVISORS LLC 77,566 75,206 3% 2020-03-31
Private Advisor Group, LLC 77,310 84,245 8% 2020-03-31
Gierl Augustine Investment Management Inc 75,108 83,020 10% 2020-03-31
PUTNAM INVESTMENTS LLC 74,732 184,754 60% 2020-03-31
Sky Investment Group LLC 74,712 73,713 1% 2020-03-31
Goodman & Company, Investment Counsel Ltd. 72,489 72,489 No Change 2020-03-31
Atlantic Trust Group, LLC 72,275 45,956 57% 2020-03-31
ALERUS FINANCIAL NA 67,981 84,666 20% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 500 72,640 99% 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 66,807 59,977 11% 2020-03-31
STATE BANK & TRUST 59,074 55,332 7% 2020-03-31
CORNERCAP INVESTMENT COUNSEL INC 58,590 58,447 0% 2020-03-31
Mariner Wealth Advisors, LLC 56,152 52,086 8% 2020-03-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 54,665 40,739 34% 2020-03-31
Beacon Harbor Wealth Advisors, Inc. 53,986 0 New Buy 2020-03-31
First Allied Advisory Services, Inc. 53,035 54,016 2% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 51,968 45,935 13% 2020-03-31
Eudaimonia Partners, LLC 50,555 0 New Buy 2020-03-31
Community Bank & Trust, Waco, Texas 49,878 49,856 0% 2020-03-31
Multi-Financial Securities Corp 47,959 50,378 5% 2020-03-31
Wills Financial Group, Inc. 46,114 46,161 0% 2020-03-31
CANANDAIGUA NATIONAL BANK & TRUST CO 44,921 45,859 2% 2020-03-31
BANK OF HAWAII 44,407 45,155 2% 2020-03-31
Connor, Clark & Lunn Investment Management Ltd. 44,075 0 New Buy 2020-03-31
Financial Network 43,619 51,239 15% 2020-03-31
Steward Partners Investment Advisory, LLC 40,737 47,418 14% 2020-03-31
PINNACLE ASSOCIATES LTD 37,605 35,380 6% 2020-03-31
Cubist Systematic Strategies, LLC 35,598 0 New Buy 2020-03-31
Fiduciary Group LLC 34,100 33,658 1% 2020-03-31
Hayek Kallen Investment Management 33,630 34,530 3% 2020-03-31
Columbia Asset Management 33,529 31,657 6% 2020-03-31
ETRADE Capital Management LLC 32,827 38,878 16% 2020-03-31
Richard Bernstein Advisors LLC 30,738 30,738 No Change 2020-03-31
CIGNA INVESTMENTS INC /NEW 29,533 27,733 6% 2020-03-31
First City Capital Management, Inc. 27,459 29,147 6% 2020-03-31
Pennsylvania Trust Co 27,396 26,122 5% 2020-03-31
ZWJ INVESTMENT COUNSEL INC 27,076 26,449 2% 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 16,156 Sold Out 2020-03-31
Evercore Wealth Management, LLC 25,082 25,284 1% 2020-03-31
Community Bank of Raymore 24,890 25,200 1% 2020-03-31
ALBION FINANCIAL GROUP /UT 24,744 0 New Buy 2020-03-31
CRAWFORD INVESTMENT COUNSEL INC 23,271 28,843 19% 2020-03-31
Laurel Wealth Advisors, Inc. 22,946 26,524 13% 2020-03-31
CAMG Solamere Management, LLC 22,305 0 New Buy 2020-03-31
EP Wealth Advisors, Inc. 22,184 19,271 15% 2020-03-31
Cetera Investment Advisers 21,007 22,506 7% 2020-03-31
Fiduciary Planning LLC 20,944 0 New Buy 2020-03-31
INTL FCSTONE INC. 20,305 20,607 1% 2020-03-31
FIDUCIARY TRUST CO 20,132 19,152 5% 2020-03-31
KCM INVESTMENT ADVISORS LLC 20,111 18,271 10% 2020-03-31
COLONY GROUP LLC 20,061 22,787 12% 2020-03-31
Man Group plc 18,879 523,000 96% 2020-03-31
Allred Capital Management, LLC 18,826 19,171 2% 2020-03-31
361 CAPITAL LLC 18,705 21,771 14% 2020-03-31
SignalPoint Asset Management, LLC 18,136 17,878 1% 2020-03-31
AdvisorNet Financial, Inc 18,001 16,709 8% 2020-03-31
Warren Averett Asset Management, LLC 17,763 17,398 2% 2020-03-31
Capital Square, LLC 17,295 16,804 3% 2020-03-31
PRIVATE TRUST CO NA 17,196 16,222 6% 2020-03-31
Southeast Asset Advisors Inc. 16,964 17,381 2% 2020-03-31
Greenline Partners, LLC 16,840 21,676 22% 2020-03-31
IHT Wealth Management, LLC 16,651 13,638 22% 2020-03-31
CENTAURUS FINANCIAL, INC. 16,588 17,694 6% 2020-03-31
Sontag Advisory, LLC 16,395 4,215 289% 2020-03-31
American National Registered Investment Advisor, Inc. 16,375 16,580 1% 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 16,210 0 New Buy 2020-03-31
GRIFFIN ASSET MANAGEMENT, INC. 15,452 15,858 3% 2020-03-31
PHILADELPHIA TRUST CO 15,360 15,460 1% 2020-03-31
GLENVIEW STATE BANK TRUST DEPT. 14,819 14,819 No Change 2020-03-31
SUNRISE PARTNERS LLC /CT 14,168 17,204 18% 2020-03-31
First National Bank of South Miami 14,004 14,585 4% 2020-03-31
Strategic Wealth Advisors Group,Inc. 13,928 40,830 66% 2020-03-31
Hilltop Holdings Inc. 13,724 0 New Buy 2020-03-31
ADIRONDACK TRUST CO 13,247 13,677 3% 2020-03-31
Elevated Capital Advisors, LLC 13,233 5,857 126% 2020-03-31
HBK Sorce Advisory LLC 13,138 11,184 17% 2020-03-31
BURNEY CO/ 12,772 13,687 7% 2020-03-31
Aberdeen Wealth Management LLC 12,693 12,689 0% 2020-03-31
ROWLAND & CO INVESTMENT COUNSEL/ADV 12,331 12,259 1% 2020-03-31
FineMark National Bank & Trust 12,277 11,757 4% 2020-03-31
Ancora Advisors, LLC 12,200 0 New Buy 2020-03-31
Moon Capital Management, LLC 11,989 12,093 1% 2020-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 11,872 8,430 41% 2020-03-31
UNITED BANK /VA/ 11,755 11,755 No Change 2020-03-31
Kingsview Wealth Management, LLC 11,539 0 New Buy 2020-03-31
Principle Wealth Partners LLC 11,507 10,477 10% 2020-03-31
First Dallas Securities Inc. 11,470 12,119 5% 2020-03-31
KAYS FINANCIAL ADVISORY CORP /ADV 11,163 11,131 0% 2020-03-31
CAPE COD FIVE CENTS SAVINGS BANK 11,002 12,485 12% 2020-03-31
Advisory Alpha, LLC 10,135 10,145 0% 2020-03-31
Detalus Advisors, LLC 10,007 12,373 19% 2020-03-31
Acorn Wealth Advisors, LLC 9,633 9,056 6% 2020-03-31
Cipher Capital LP 0 12,946 Sold Out 2020-03-31
Lombard Odier Asset Management (Europe) Ltd 9,368 11,245 17% 2020-03-31
CIM INVESTMENT MANGEMENT INC 9,203 8,871 4% 2020-03-31
MARIETTA INVESTMENT PARTNERS LLC 9,060 7,030 29% 2020-03-31
Braun-Bostich & Associates Inc. 9,048 9,948 9% 2020-03-31
Corient Capital Partners, LLC 9,030 8,224 10% 2020-03-31
Capital Asset Advisory Services LLC 8,713 1,124 675% 2020-03-31
FormulaFolio Investments, LLC 8,607 10,340 17% 2020-03-31
J. W. Coons Advisors, LLC 8,600 0 New Buy 2020-03-31
Claro Advisors LLC 8,553 8,283 3% 2020-03-31
GREYLIN INVESTMENT MANGEMENT INC 8,550 8,550 No Change 2020-03-31
Green Square Asset Management, LLC 8,129 17,625 54% 2020-03-31
Resource Planning Group 7,806 8,551 9% 2020-03-31
GSB Wealth Management, LLC 0 544 Sold Out 2020-03-31
Capital Wealth Planning, LLC 7,348 7,521 2% 2020-03-31
Arden Trust Co 7,325 8,392 13% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 7,111 0 New Buy 2020-03-31
Center for Financial Planning, Inc. 7,096 4,396 61% 2020-03-31
RSM US WEALTH MANAGEMENT LLC 7,024 0 New Buy 2020-03-31
Altavista Wealth Management, Inc. 7,022 0 New Buy 2020-03-31
Beacon Pointe Advisors, LLC 6,835 3,849 78% 2020-03-31
Frontier Wealth Management LLC 6,817 6,066 12% 2020-03-31
KEMPEN CAPITAL MANAGEMENT N.V. 6,713 0 New Buy 2020-03-31
Stokes Capital Advisors, LLC 6,710 6,710 No Change 2020-03-31
Financial Advocates Investment Management 6,649 11,657 43% 2020-03-31
Resources Investment Advisors, Inc. 6,322 7,155 12% 2020-03-31
BOYS ARNOLD & CO INC 6,273 6,737 7% 2020-03-31
tru Independence LLC 6,178 0 New Buy 2020-03-31
ALLSTATE CORP 6,158 6,564 6% 2020-03-31
WEALTHSOURCE PARTNERS, LLC 6,138 5,453 13% 2020-03-31
Krasney Financial LLC 5,976 0 New Buy 2020-03-31
Covington Capital Management 5,950 6,071 2% 2020-03-31
Dorsey & Whitney Trust CO LLC 5,773 5,325 8% 2020-03-31
Advisors Capital Management, LLC 5,584 5,850 5% 2020-03-31
Centiva Capital, LP 5,530 0 New Buy 2020-03-31
GAMBLE JONES INVESTMENT COUNSEL 5,432 5,432 No Change 2020-03-31
AMERITAS INVESTMENT CORP 5,329 4,949 8% 2020-03-31
NICOLET ADVISORY SERVICES, LLC 5,232 3,997 31% 2020-03-31
EQUITABLE TRUST CO 5,180 5,608 8% 2020-03-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 4,959 0 New Buy 2020-03-31
APPLETON PARTNERS INC/MA 4,850 5,030 4% 2020-03-31
Aspire Private Capital, LLC 4,659 6,107 24% 2020-03-31
RDA Financial Network 4,487 6,389 30% 2020-03-31
GV Capital Management 4,440 4,351 2% 2020-03-31
HPM Partners LLC 4,406 125,730 96% 2020-03-31
Brown Advisory Securities, LLC 4,343 3,858 13% 2020-03-31
OAKBROOK INVESTMENTS LLC 4,100 12,300 67% 2020-03-31
FIRST FINANCIAL CORP /IN/ 4,036 3,786 7% 2020-03-31
Amica Retiree Medical Trust 4,007 4,007 No Change 2020-03-31
Verity Asset Management, Inc. 3,925 13,796 72% 2020-03-31
FIRST MANHATTAN CO 3,853 3,777 2% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 3,815 0 New Buy 2020-03-31
GM Advisory Group, Inc. 3,792 0 New Buy 2020-03-31
SMITHFIELD TRUST CO 3,756 3,256 15% 2020-03-31
Wealth Quarterback LLC 300 0 New Buy 2020-03-31
Pathstone Family Office, LLC 3,229 5,923 45% 2020-03-31
JAMES INVESTMENT RESEARCH INC 3,100 3,100 No Change 2020-03-31
Manchester Capital Management LLC 2,881 2,881 No Change 2020-03-31
BerganKDV Wealth Management, LLC 2,607 2,605 0% 2020-03-31
CFM WEALTH PARTNERS LLC 2,346 2,046 15% 2020-03-31
Balentine LLC 2,332 0 New Buy 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 485 2,485 80% 2020-03-31
Penserra Capital Management LLC 1,725 1,596 8% 2020-03-31
Jackson, Grant Investment Advisers, Inc. 1,625 1,610 1% 2020-03-31
Capital Bank & Trust Co 1,500 1,500 No Change 2020-03-31
ACIMA PRIVATE WEALTH, LLC 1,500 1,500 No Change 2020-03-31
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1,326 0 New Buy 2020-03-31
TOTH FINANCIAL ADVISORY CORP 1,068 1,064 0% 2020-03-31
Golden State Wealth Management, LLC 1,033 0 New Buy 2020-03-31
Asset Dedication, LLC 1,000 1,021 2% 2020-03-31
MBE Wealth Management, LLC 915 0 New Buy 2020-03-31
Perennial Advisors, LLC 880 0 New Buy 2020-03-31
Capital Advisory Group Advisory Services, LLC 28 0 New Buy 2020-03-31
Willingdon Wealth Management 770 770 No Change 2020-03-31
Princeton Global Asset Management LLC 754 754 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 730 830 12% 2020-03-31
Founders Capital Management 700 700 No Change 2020-03-31
S.A.C. Capital Advisors (Hong Kong) Ltd. 633 0 New Buy 2020-03-31
LOOMIS SAYLES & CO L P 451 1,742 74% 2020-03-31
Archer Investment Corp 0 812 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 44 0 New Buy 2020-03-31
CBIZ Investment Advisory Services, LLC 245 245 No Change 2020-03-31
Westside Investment Management, Inc. 214 0 New Buy 2020-03-31
AlphaCore Capital LLC 200 0 New Buy 2020-03-31
Front Row Advisors LLC 183 183 No Change 2020-03-31
Neo Ivy Capital Management 128 6,928 98% 2020-03-31
Altshuler Shaham Ltd 114 3,984 97% 2020-03-31
FIL Ltd 10 44 77% 2020-03-31
COMMUNITY TRUST & INVESTMENT CO 0 3,500 Sold Out 2020-03-31
NOESIS CAPITAL MANGEMENT CORP 0 3,150 Sold Out 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 0 3,183 Sold Out 2020-03-31
Laurion Capital Management LP 0 90,000 Sold Out 2020-03-31
ALPHASIMPLEX GROUP, LLC 0 7,234 Sold Out 2020-03-31
Capital Directions Investment Advisors, LLC 0 2,982 Sold Out 2020-03-31
BAHL & GAYNOR INC 0 18,914 Sold Out 2020-03-31
Magnetar Financial LLC 0 5,495 Sold Out 2020-03-31
AFFINITY WEALTH MANAGEMENT 0 3,435 Sold Out 2020-03-31
Affinity Investment Advisors, LLC 0 3,410 Sold Out 2020-03-31
BBK Capital Partners, LLC 0 3,760 Sold Out 2020-03-31
Mitsubishi UFJ Securities International PLC 0 226,200 Sold Out 2020-03-31
Syntal Capital Partners, LLC 0 15,263 Sold Out 2020-03-31
Lombard Odier Asset Management (Switzerland) SA 0 3,405 Sold Out 2020-03-31
Arvest Trust Co 0 14,051 Sold Out 2020-03-31
Dynamic Technology Lab Private Ltd 0 7,199 Sold Out 2020-03-31
Caption Management, LLC 0 100,000 Sold Out 2020-03-31
Pensionmark Financial Group, LLC 0 4,415 Sold Out 2020-03-31
Lake Point Wealth Management 0 109 Sold Out 2020-03-31
GQ Asset Management, LLC 0 17,718 Sold Out 2020-03-31
MidWestOne Financial Group, Inc. 0 3,250 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 723 Sold Out 2020-03-31
HBC Financial Services, PLLC 0 235 Sold Out 2020-03-31
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