| VANGUARD INFO ETF (ticker: VGT) |
|
|
|
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 |
| Moneda S.A. Administradora General de Fondos
|
0 |
15,137 |
Sold Out |
2020-12-31 |
| BANK OF AMERICA CORP /DE/
|
21,236,153 |
21,421,234 |
 1% |
2020-12-31 |
| J P MORGAN CHASE & CO
|
3,396,375 |
3,091,687 |
 10% |
2020-12-31 |
| UBS Group AG
|
2,152,735 |
2,197,189 |
2% |
2020-12-31 |
| MORGAN STANLEY
|
2,027,835 |
0 |
New Buy |
2020-12-31 |
| Migdal Insurance & Financial Holdings Ltd.
|
2,019,047 |
2,022,552 |
0% |
2020-12-31 |
| WELLS FARGO & CO/MN
|
1,645,477 |
1,783,545 |
8% |
2020-12-31 |
| VANGUARD GROUP INC
|
1,241,344 |
6,453 |
19,137% |
2020-12-31 |
| LPL Financial CORP
|
1,104,837 |
1,095,778 |
1% |
2020-12-31 |
| AMERIPRISE FINANCIAL INC
|
1,035,382 |
1,239,801 |
16% |
2020-12-31 |
| BANK OF NOVA SCOTIA /
|
924,144 |
557,251 |
66% |
2020-12-31 |
| Equitable Holdings, Inc.
|
523,368 |
528,373 |
1% |
2020-12-31 |
| Beacon Capital Management, Inc.
|
518,131 |
529,263 |
2% |
2020-12-31 |
| Raymond James Financial Services Advisors, Inc.
|
457,319 |
423,973 |
8% |
2020-12-31 |
| RAYMOND JAMES & ASSOCIATES
|
431,114 |
409,195 |
5% |
2020-12-31 |
| ENVESTNET ASSET MANAGEMENT INC
|
397,299 |
418,655 |
5% |
2020-12-31 |
| Annex Advisory Services, LLC
|
315,135 |
312,610 |
1% |
2020-12-31 |
| MANUFACTURERES LIFE INSURANCE CO
|
0 |
302,046 |
Sold Out |
2020-12-31 |
| M&T BANK CORP
|
283,326 |
295,445 |
4% |
2020-12-31 |
| BINGHAM OSBORN & SCARBOROUGH LLC
|
228,111 |
262,304 |
13% |
2020-12-31 |
| STIFEL FINANCIAL CORP
|
327 |
327 |
No Change |
2020-12-31 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC
|
197,655 |
197,099 |
0% |
2020-12-31 |
| COMMONWEALTH EQUITY SERVICES, LLC.
|
179,730 |
174,786 |
3% |
2020-12-31 |
| AE Wealth Management LLC
|
172,692 |
99,671 |
73% |
2020-12-31 |
| Janney Montgomery Scott LLC
|
166,457 |
168,010 |
1% |
2020-12-31 |
| BB&T CORP
|
157,240 |
176,089 |
11% |
2020-12-31 |
| Sawtooth Asset Management, Inc.
|
150,642 |
80,115 |
88% |
2020-12-31 |
| NORTHERN TRUST CORP
|
142,780 |
144,570 |
1% |
2020-12-31 |
| NORTHSTAR ASSET MANAGEMENT LLC
|
142,676 |
149,149 |
4% |
2020-12-31 |
| Rockefeller Capital Management L.P.
|
139,209 |
138,527 |
0% |
2020-12-31 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
|
138,234 |
134,767 |
3% |
2020-12-31 |
| Madison Asset Management, LLC
|
137,529 |
230,385 |
40% |
2020-12-31 |
| Stuart Chaussee & Associates, Inc.
|
135,351 |
133,321 |
2% |
2020-12-31 |
| BROWN ADVISORY HOLDINGS INC
|
0 |
980 |
Sold Out |
2020-12-31 |
| BRANDYWINE OAK PRIVATE WEALTH LLC
|
130,919 |
139,380 |
6% |
2020-12-31 |
| WAGNER CAPITAL MANAGEMENT CORP
|
119,961 |
123,307 |
3% |
2020-12-31 |
| BAILARD, INC.
|
111,679 |
114,149 |
2% |
2020-12-31 |
| Creative Planning
|
96,753 |
99,052 |
2% |
2020-12-31 |
| Keebeck Wealth Management, LLC
|
95,979 |
96,283 |
0% |
2020-12-31 |
| GOLDMAN SACHS GROUP INC
|
18,064 |
99,027 |
82% |
2020-12-31 |
| TIAA, FSB
|
3,442 |
3,542 |
3% |
2020-12-31 |
| Susquehanna International Group, LLP
|
86,180 |
174,737 |
51% |
2020-12-31 |
| Kestra Advisory Services, LLC
|
77,667 |
51,146 |
52% |
2020-12-31 |
| Silicon Valley Capital Partners
|
76,801 |
69,009 |
11% |
2020-12-31 |
| Mirae Asset Global Investments Co., Ltd.
|
76,100 |
10,000 |
661% |
2020-12-31 |
| Full Sail Capital, LLC
|
74,374 |
82,819 |
10% |
2020-12-31 |
| KCM INVESTMENT ADVISORS LLC
|
73,361 |
55,439 |
32% |
2020-12-31 |
| MURPHY CAPITAL MANAGEMENT INC
|
70,838 |
72,954 |
3% |
2020-12-31 |
| Elwood & Goetz Wealth Advisory Group, LLC
|
69,664 |
67,683 |
3% |
2020-12-31 |
| Curtis Advisory Group, LLC
|
69,130 |
69,130 |
No Change |
2020-12-31 |
| GPS Wealth Strategies Group, LLC
|
67,183 |
0 |
New Buy |
2020-12-31 |
| Portfolio Strategies, Inc.
|
63,471 |
74,623 |
15% |
2020-12-31 |
| FIRST MERCHANTS CORP
|
61,729 |
58,593 |
5% |
2020-12-31 |
| Trilogy Capital Inc.
|
61,132 |
10,473 |
484% |
2020-12-31 |
| Relative Value Partners Group, LLC
|
60,264 |
63,779 |
6% |
2020-12-31 |
| FIFTH THIRD BANCORP
|
59,456 |
59,034 |
1% |
2020-12-31 |
| Sigma Planning Corp
|
58,495 |
48,236 |
21% |
2020-12-31 |
| CITIGROUP INC
|
57,400 |
63,550 |
10% |
2020-12-31 |
| Karpus Management, Inc.
|
56,630 |
59,667 |
5% |
2020-12-31 |
| Quantitative Advantage LLC
|
52,385 |
51,119 |
2% |
2020-12-31 |
| BABSON CAPITAL MANAGEMENT LLC
|
51,580 |
0 |
New Buy |
2020-12-31 |
| Financial Network
|
49,921 |
44,379 |
12% |
2020-12-31 |
| Green Harvest Asset Management LLC
|
48,754 |
0 |
New Buy |
2020-12-31 |
| SCS Capital Management LLC
|
46,704 |
46,639 |
0% |
2020-12-31 |
| MML INVESTORS SERVICES, LLC
|
46,400 |
50,301 |
8% |
2020-12-31 |
| AMI INVESTMENT MANAGEMENT INC
|
45,981 |
46,047 |
0% |
2020-12-31 |
| Mokosak Advisory Group, LLC
|
45,577 |
44,911 |
1% |
2020-12-31 |
| Bouchey Financial Group Ltd
|
45,394 |
24,913 |
82% |
2020-12-31 |
| Baker Ellis Asset Management LLC
|
43,865 |
45,227 |
3% |
2020-12-31 |
| Lido Advisors, LLC
|
43,336 |
43,770 |
1% |
2020-12-31 |
| BerganKDV Wealth Management, LLC
|
40,368 |
0 |
New Buy |
2020-12-31 |
| Proquility Private Wealth Partners, LLC
|
39,884 |
0 |
New Buy |
2020-12-31 |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC
|
39,566 |
40,478 |
2% |
2020-12-31 |
| Steward Partners Investment Advisory, LLC
|
38,656 |
33,975 |
14% |
2020-12-31 |
| ATRIA INVESTMENTS LLC
|
38,569 |
26,438 |
46% |
2020-12-31 |
| MASSMUTUAL TRUST CO FSB/ADV
|
38,503 |
35,489 |
8% |
2020-12-31 |
| JOHNSON INVESTMENT COUNSEL INC
|
37,581 |
40,791 |
8% |
2020-12-31 |
| Strategic Wealth Advisors Group,Inc.
|
37,222 |
31,686 |
17% |
2020-12-31 |
| Baird Financial Group, Inc.
|
963 |
680 |
42% |
2020-12-31 |
| White Lighthouse Investment Management Inc.
|
36,250 |
37,808 |
4% |
2020-12-31 |
| Axiom Financial Strategies, LLC
|
0 |
36,410 |
Sold Out |
2020-12-31 |
| National Asset Management, Inc.
|
0 |
39,409 |
Sold Out |
2020-12-31 |
| HORIZON FINANCIAL SERVICES, LLC
|
33,814 |
34,545 |
2% |
2020-12-31 |
| FIDUCIARY TRUST CO
|
33,720 |
29,234 |
15% |
2020-12-31 |
| BANK OF OKLAHOMA NATIONAL ASSOCIATION /
|
33,550 |
33,564 |
0% |
2020-12-31 |
| Berkeley Capital Partners, LLC
|
32,088 |
33,246 |
3% |
2020-12-31 |
| RiverFront Investment Group, LLC
|
31,534 |
0 |
New Buy |
2020-12-31 |
| Madden Advisory Services, Inc.
|
31,531 |
31,414 |
0% |
2020-12-31 |
| 55I, LLC
|
31,450 |
31,740 |
1% |
2020-12-31 |
| Harel Insurance Investments & Financial Services Ltd.
|
31,090 |
316,690 |
90% |
2020-12-31 |
| FCA CORP /TX
|
30,541 |
30,558 |
0% |
2020-12-31 |
| Triangle Securities Wealth Management
|
30,116 |
31,232 |
4% |
2020-12-31 |
| UNITED CAPITAL FINANCIAL ADVISERS,INC.
|
29,357 |
29,303 |
0% |
2020-12-31 |
| BBR PARTNERS, LLC
|
29,133 |
29,133 |
No Change |
2020-12-31 |
| IEQ CAPITAL, LLC
|
28,817 |
29,690 |
3% |
2020-12-31 |
| WELCH CAPITAL PARTNERS LLC/NY
|
28,782 |
28,782 |
No Change |
2020-12-31 |
| CITADEL ADVISORS LLC (Kenneth C. Griffin)
|
0 |
8,400 |
Sold Out |
2020-12-31 |
| BANK OF MONTREAL /CAN/
|
27,790 |
27,995 |
1% |
2020-12-31 |
| Diversified, LLC
|
27,706 |
0 |
New Buy |
2020-12-31 |
| TAP Consulting, LLC
|
27,317 |
30,981 |
12% |
2020-12-31 |
| RMB Capital Management, LLC
|
27,051 |
27,051 |
No Change |
2020-12-31 |
| Cetera Investment Advisers
|
26,955 |
5,444 |
395% |
2020-12-31 |
| FMR LLC
|
3 |
493 |
99% |
2020-12-31 |
| CHATHAM CAPITAL GROUP, INC.
|
26,423 |
27,468 |
4% |
2020-12-31 |
| CYPRESS CAPITAL MANAGEMENT LLC
|
26,336 |
27,351 |
4% |
2020-12-31 |
| Exchange Capital Management, Inc.
|
25,702 |
24,837 |
3% |
2020-12-31 |
| DOWLING & YAHNKE INC
|
25,648 |
24,037 |
7% |
2020-12-31 |
| SEARCY FINANCIAL SERVICES INC /ADV
|
25,574 |
25,302 |
1% |
2020-12-31 |
| Grant/GrossMendelsohn, LLC
|
24,680 |
0 |
New Buy |
2020-12-31 |
| Advisory Services Network, LLC
|
24,541 |
24,651 |
0% |
2020-12-31 |
| MAI Wealth Advisors
|
23,845 |
21,377 |
12% |
2020-12-31 |
| Capital Planning LLC
|
23,156 |
0 |
New Buy |
2020-12-31 |
| LOWE BROCKENBROUGH & CO INC
|
23,066 |
21,954 |
5% |
2020-12-31 |
| BLAIR WILLIAM & CO/IL
|
22,796 |
20,698 |
10% |
2020-12-31 |
| KWMG, LLC
|
22,143 |
22,185 |
0% |
2020-12-31 |
| Western Wealth Management, LLC
|
22,070 |
22,032 |
0% |
2020-12-31 |
| Callan Capital, LLC
|
21,610 |
20,350 |
6% |
2020-12-31 |
| Covington Capital Management
|
21,260 |
22,285 |
5% |
2020-12-31 |
| Brookstone Capital Management
|
21,017 |
8,853 |
137% |
2020-12-31 |
| Archford Capital Strategies, LLC
|
20,999 |
28,834 |
27% |
2020-12-31 |
| Kinloch Capital, LLC
|
20,879 |
0 |
New Buy |
2020-12-31 |
| SCOTIA CAPITAL INC.
|
20,724 |
20,777 |
0% |
2020-12-31 |
| Welch Group, LLC
|
20,380 |
2,248 |
807% |
2020-12-31 |
| Proficio Capital Partners LLC
|
20,286 |
20,286 |
No Change |
2020-12-31 |
| Ballast, Inc.
|
20,236 |
21,412 |
5% |
2020-12-31 |
| Livingston Group Asset Management CO (operating as Southport Capital Management)
|
20,095 |
20,272 |
1% |
2020-12-31 |
| Bank of New York Mellon CORP
|
19,852 |
19,045 |
4% |
2020-12-31 |
| Focused Wealth Management, Inc
|
19,375 |
20,053 |
3% |
2020-12-31 |
| Compass Financial Group, Inc.
|
19,333 |
19,147 |
1% |
2020-12-31 |
| TORON CAPITAL MARKETS INC.
|
19,100 |
0 |
New Buy |
2020-12-31 |
| CAPTRUST FINANCIAL ADVISORS
|
18,934 |
20,043 |
6% |
2020-12-31 |
| PEAPACK GLADSTONE FINANCIAL CORP
|
18,852 |
1,294 |
1,357% |
2020-12-31 |
| Hanlon Investment Management, Inc.
|
18,476 |
24,384 |
24% |
2020-12-31 |
| HARVEST GROUP WEALTH MANAGEMENT, LLC
|
18,372 |
19,996 |
8% |
2020-12-31 |
| GLENMEDE TRUST CO NA
|
17,989 |
17,681 |
2% |
2020-12-31 |
| HRT FINANCIAL LLC
|
17,920 |
0 |
New Buy |
2020-12-31 |
| US BANCORP DE
|
17,802 |
17,016 |
5% |
2020-12-31 |
| RFG HOLDINGS, INC.
|
17,617 |
0 |
New Buy |
2020-12-31 |
| BP WEALTH MANAGEMENT, LLC
|
17,476 |
17,432 |
0% |
2020-12-31 |
| Mariner Wealth Advisors, LLC
|
17,401 |
16,416 |
6% |
2020-12-31 |
| DAL Investment CO
|
16,985 |
16,124 |
5% |
2020-12-31 |
| Karp Capital Management Corp
|
16,968 |
17,364 |
2% |
2020-12-31 |
| LUCAS CAPITAL MANAGEMENT
|
16,898 |
0 |
New Buy |
2020-12-31 |
| CULBERTSON A N & CO INC
|
16,672 |
16,842 |
1% |
2020-12-31 |
| FIRST FINANCIAL CORP /IN/
|
16,597 |
17,110 |
3% |
2020-12-31 |
| Cresset Asset Management, LLC
|
16,507 |
17,407 |
5% |
2020-12-31 |
| Chevy Chase Trust Holdings, Inc.
|
16,281 |
17,170 |
5% |
2020-12-31 |
| Quaker Wealth Management, LLC
|
16,154 |
17,099 |
6% |
2020-12-31 |
| Sound View Wealth Advisors Group, LLC
|
15,920 |
15,518 |
3% |
2020-12-31 |
| DAVIDSON D A & CO
|
15,643 |
15,020 |
4% |
2020-12-31 |
| Tatro Capital, LLC
|
15,481 |
27,217 |
43% |
2020-12-31 |
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV
|
15,324 |
23,125 |
34% |
2020-12-31 |
| Royal Fund Management, LLC
|
15,283 |
12,219 |
25% |
2020-12-31 |
| CIBC World Markets Inc.
|
15,237 |
15,003 |
2% |
2020-12-31 |
| Principle Wealth Partners LLC
|
15,155 |
9,932 |
53% |
2020-12-31 |
| CLS INVESTMENT FIRM, LLC
|
14,953 |
15,676 |
5% |
2020-12-31 |
| Taikang Asset Management (Hong Kong) Co Ltd
|
14,697 |
14,697 |
No Change |
2020-12-31 |
| OPPENHEIMER & CO INC
|
14,637 |
13,772 |
6% |
2020-12-31 |
| MERCER GLOBAL ADVISORS INC /ADV
|
14,368 |
16,865 |
15% |
2020-12-31 |
| ASPIRIANT, LLC
|
14,309 |
14,713 |
3% |
2020-12-31 |
| Stratos Wealth Advisors, LLC
|
14,132 |
13,170 |
7% |
2020-12-31 |
| Wiser Wealth Management, Inc
|
13,905 |
0 |
New Buy |
2020-12-31 |
| Stratos Wealth Partners, LTD.
|
13,885 |
13,388 |
4% |
2020-12-31 |
| First PREMIER Bank
|
13,808 |
13,298 |
4% |
2020-12-31 |
| Alexandria Capital, LLC
|
13,642 |
13,826 |
1% |
2020-12-31 |
| Emerald Investment Partners, LLC
|
13,319 |
951 |
1,301% |
2020-12-31 |
| PARAMETRIC PORTFOLIO ASSOCIATES
|
13,313 |
13,106 |
2% |
2020-12-31 |
| Engrave Wealth Partners LLC
|
13,074 |
13,818 |
5% |
2020-12-31 |
| LEAVELL INVESTMENT MANAGEMENT, INC.
|
13,046 |
15,123 |
14% |
2020-12-31 |
| PRUDENTIAL FINANCIAL INC
|
12,947 |
0 |
New Buy |
2020-12-31 |
| FIFTH THIRD SECURITIES, INC.
|
12,518 |
0 |
New Buy |
2020-12-31 |
| Independent Order of Foresters
|
12,342 |
12,342 |
No Change |
2020-12-31 |
| SYNOVUS FINANCIAL CORP
|
12,308 |
11,774 |
5% |
2020-12-31 |
| Hartford Financial Management Inc.
|
12,273 |
12,592 |
3% |
2020-12-31 |
| Carmichael Hill & Associates, Inc.
|
12,216 |
11,959 |
2% |
2020-12-31 |
| FIERA SCEPTRE INC.
|
12,085 |
14,075 |
14% |
2020-12-31 |
| Oliver Luxxe Assets LLC
|
12,024 |
12,557 |
4% |
2020-12-31 |
| Sabal Trust CO
|
0 |
8,918 |
Sold Out |
2020-12-31 |
| E&G Advisors, LP
|
11,800 |
11,850 |
0% |
2020-12-31 |
| TIEDEMANN WEALTH MANAGEMENT, LLC
|
11,795 |
11,864 |
1% |
2020-12-31 |
| VISTA INVESTMENT MANAGEMENT
|
11,757 |
13,417 |
12% |
2020-12-31 |
| Bristlecone Advisors, LLC
|
11,705 |
11,342 |
3% |
2020-12-31 |
| TRUE Private Wealth Advisors
|
11,676 |
11,113 |
5% |
2020-12-31 |
| NAPLES GLOBAL ADVISORS, LLC
|
11,475 |
9,670 |
19% |
2020-12-31 |
| IFG Advisory, LLC
|
11,350 |
11,061 |
3% |
2020-12-31 |
| Tranquilli Financial Advisor LLC
|
11,284 |
0 |
New Buy |
2020-12-31 |
| Glassman Wealth Services
|
11,024 |
11,003 |
0% |
2020-12-31 |
| Paradigm Financial Advisors, LLC
|
10,970 |
13,309 |
18% |
2020-12-31 |
| Raab & Moskowitz Asset Management LLC
|
10,942 |
11,253 |
3% |
2020-12-31 |
| BTR CAPITAL MANAGEMENT INC
|
10,689 |
10,529 |
2% |
2020-12-31 |
| HAVERFORD TRUST CO
|
10,655 |
10,655 |
No Change |
2020-12-31 |
| Personal Capital Advisors Corp
|
9,790 |
7,071 |
38% |
2020-12-31 |
| IHT Wealth Management, LLC
|
9,706 |
9,868 |
2% |
2020-12-31 |
| Smith, Salley & Associates
|
9,687 |
8,298 |
17% |
2020-12-31 |
| Dorsey & Whitney Trust CO LLC
|
9,654 |
7,689 |
26% |
2020-12-31 |
| DEUTSCHE BANK AG
|
9,637 |
9,688 |
1% |
2020-12-31 |
| PROFFITT & GOODSON INC
|
9,624 |
10,741 |
10% |
2020-12-31 |
| NEXT Financial Group, Inc
|
3,560 |
14,285 |
75% |
2020-12-31 |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC
|
9,232 |
8,974 |
3% |
2020-12-31 |
| Jackson Wealth Management, LLC
|
9,159 |
9,141 |
0% |
2020-12-31 |
| XML Financial, LLC
|
9,071 |
7,664 |
18% |
2020-12-31 |
| Amerivest Investment Management LLC
|
9,034 |
8,235 |
10% |
2020-12-31 |
| ROYAL BANK OF SCOTLAND GROUP PLC
|
9,030 |
10,010 |
10% |
2020-12-31 |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC
|
9,023 |
10,425 |
13% |
2020-12-31 |
| TSFG, LLC
|
8,994 |
9,376 |
4% |
2020-12-31 |
| MADISON WEALTH MANAGEMENT
|
8,889 |
8,984 |
1% |
2020-12-31 |
| Kesler, Norman & Wride, LLC
|
8,751 |
0 |
New Buy |
2020-12-31 |
| ARTHUR M. COHEN & ASSOCIATES, LLC
|
8,600 |
8,600 |
No Change |
2020-12-31 |
| Stonebridge Financial Planning Group, LLC
|
8,595 |
8,094 |
6% |
2020-12-31 |
| ASSOCIATED BANC-CORP
|
8,526 |
9,020 |
5% |
2020-12-31 |
| Waldron, LP
|
8,428 |
8,428 |
No Change |
2020-12-31 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
|
8,415 |
5,205 |
62% |
2020-12-31 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA
|
8,275 |
7,035 |
18% |
2020-12-31 |
| WOLVERINE TRADING, LLC
|
7,978 |
20,403 |
61% |
2020-12-31 |
| Wolff Financial Management LLC
|
7,941 |
7,870 |
1% |
2020-12-31 |
| N.E.W. Advisory Services LLC
|
7,933 |
9,333 |
15% |
2020-12-31 |
| Edge Capital Group, LLC
|
7,927 |
7,122 |
11% |
2020-12-31 |
| OPTIMUM INVESTMENT ADVISORS
|
7,849 |
7,307 |
7% |
2020-12-31 |
| Investors Financial Group, LLC
|
7,818 |
7,750 |
1% |
2020-12-31 |
| Atlantic Trust Group, LLC
|
7,720 |
0 |
New Buy |
2020-12-31 |
| Landmark Financial Advisors, LLC
|
7,718 |
9,407 |
18% |
2020-12-31 |
| Laidlaw Wealth Management LLC
|
7,661 |
6,198 |
24% |
2020-12-31 |
| J.W. COLE ADVISORS, INC.
|
7,513 |
7,844 |
4% |
2020-12-31 |
| FLAGSHIP HARBOR ADVISORS, LLC
|
7,437 |
6,761 |
10% |
2020-12-31 |
| JANE STREET GROUP, LLC
|
7,424 |
1,465 |
407% |
2020-12-31 |
| Douglass Winthrop Advisors, LLC
|
7,400 |
7,400 |
No Change |
2020-12-31 |
| PROEQUITIES, INC.
|
7,392 |
7,989 |
7% |
2020-12-31 |
| Financial Advocates Investment Management
|
7,346 |
7,001 |
5% |
2020-12-31 |
| Simmons Bank
|
7,141 |
7,393 |
3% |
2020-12-31 |
| OLD NATIONAL BANCORP /IN/
|
7,100 |
7,070 |
0% |
2020-12-31 |
| H D Vest Advisory Services
|
7,093 |
22,983 |
69% |
2020-12-31 |
| Asset Management Group, Inc.
|
7,063 |
7,049 |
0% |
2020-12-31 |
| BELLEVUE ASSET MANAGEMENT, LLC
|
7,060 |
8,152 |
13% |
2020-12-31 |
| Community Bank, N.A.
|
6,980 |
7,025 |
1% |
2020-12-31 |
| Altshuler Shaham Ltd
|
6,965 |
3,865 |
80% |
2020-12-31 |
| Autus Asset Management, LLC
|
0 |
6,781 |
Sold Out |
2020-12-31 |
| JFG Wealth Management, LLC
|
6,928 |
0 |
New Buy |
2020-12-31 |
| Multi-Financial Securities Corp
|
6,909 |
6,810 |
1% |
2020-12-31 |
| TNB Financial
|
6,904 |
7,104 |
3% |
2020-12-31 |
| Lloyd Advisory Services, LLC.
|
6,860 |
4 |
171,400% |
2020-12-31 |
| MOSELEY INVESTMENT MANAGEMENT INC
|
6,856 |
6,743 |
2% |
2020-12-31 |
| RAYMOND JAMES TRUST CO
|
6,848 |
8,026 |
15% |
2020-12-31 |
| COZAD ASSET MANAGEMENT INC
|
6,737 |
0 |
New Buy |
2020-12-31 |
| CALIBER WEALTH MANAGEMENT, LLC
|
6,650 |
0 |
New Buy |
2020-12-31 |
| STEPHENS INC /AR/
|
6,638 |
7,034 |
6% |
2020-12-31 |
| AlphaStar Capital Management, LLC
|
6,554 |
3,952 |
66% |
2020-12-31 |
| CX Institutional
|
6,547 |
5,798 |
13% |
2020-12-31 |
| Newport Wealth Strategies, Inc.
|
6,497 |
6,497 |
No Change |
2020-12-31 |
| COMMERCE BANK N A/MO
|
6,478 |
1,796 |
261% |
2020-12-31 |
| Sowell Financial Services LLC
|
6,397 |
6,071 |
5% |
2020-12-31 |
| Advisors Capital Management, LLC
|
6,327 |
5,578 |
13% |
2020-12-31 |
| Camden Capital, LLC
|
6,222 |
6,483 |
4% |
2020-12-31 |
| Visionary Wealth Advisors
|
6,079 |
7,031 |
14% |
2020-12-31 |
| UMA Financial Services, Inc.
|
6,041 |
7,908 |
24% |
2020-12-31 |
| Kovitz Investment Group Partners, LLC
|
6,003 |
6,244 |
4% |
2020-12-31 |
| HALLMARK CAPITAL MANAGEMENT INC
|
5,995 |
5,986 |
0% |
2020-12-31 |
| Evercore Wealth Management, LLC
|
5,893 |
2,993 |
97% |
2020-12-31 |
| Summit Trail Advisors, LLC
|
5,787 |
0 |
New Buy |
2020-12-31 |
| Birchcreek Wealth Management, LLC
|
5,786 |
0 |
New Buy |
2020-12-31 |
| GREENLEAF TRUST
|
5,749 |
6,074 |
5% |
2020-12-31 |
| DAGCO, INC.
|
5,731 |
5,554 |
3% |
2020-12-31 |
| Retirement Network
|
5,721 |
4,688 |
22% |
2020-12-31 |
| Ayalon Holdings Ltd.
|
5,668 |
4,895 |
16% |
2020-12-31 |
| Gareth Morgan Investments Limited Partnership
|
5,649 |
9,077 |
38% |
2020-12-31 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
|
5,631 |
5,631 |
No Change |
2020-12-31 |
| EP Wealth Advisors, Inc.
|
5,626 |
5,524 |
2% |
2020-12-31 |
| Clark Capital Management Group, Inc.
|
5,614 |
26,856 |
79% |
2020-12-31 |
| PATTEN & PATTEN INC/TN
|
5,610 |
5,385 |
4% |
2020-12-31 |
| IFP Advisors, Inc
|
5,595 |
0 |
New Buy |
2020-12-31 |
| Rikoon Group, LLC
|
5,592 |
4,955 |
13% |
2020-12-31 |
| Aureus Asset Management, LLC
|
5,550 |
5,550 |
No Change |
2020-12-31 |
| Good Life Advisors, LLC
|
5,535 |
5,081 |
9% |
2020-12-31 |
| Magnus Financial Group LLC
|
5,510 |
7,124 |
23% |
2020-12-31 |
| CREATIVE FINANCIAL DESIGNS INC /ADV
|
5,505 |
5,420 |
2% |
2020-12-31 |
| DUBUQUE BANK & TRUST CO
|
5,463 |
7,639 |
28% |
2020-12-31 |
| Prospera Financial Services
|
5,400 |
1,188 |
355% |
2020-12-31 |
| WHITTIER TRUST CO
|
5,400 |
5,400 |
No Change |
2020-12-31 |
| Ciovacco Capital Management LLC
|
5,395 |
0 |
New Buy |
2020-12-31 |
| New England Investment & Retirement Group, Inc.
|
5,361 |
5,626 |
5% |
2020-12-31 |
| VALLEY NATIONAL ADVISERS INC
|
5,291 |
0 |
New Buy |
2020-12-31 |
| PEOPLES BANK NATIONAL ASSOCIATION
|
5,251 |
5,432 |
3% |
2020-12-31 |
| JNBA Financial Advisors
|
5,245 |
5,149 |
2% |
2020-12-31 |
| Parallel Advisors, LLC
|
5,243 |
0 |
New Buy |
2020-12-31 |
| Aevitas Wealth Management, Inc.
|
5,171 |
5,289 |
2% |
2020-12-31 |
| Kingsview Wealth Management, LLC
|
5,162 |
0 |
New Buy |
2020-12-31 |
| Coastal Investment Advisors, Inc.
|
5,139 |
4,293 |
20% |
2020-12-31 |
| Allegiant Private Advisors, LLC
|
5,133 |
0 |
New Buy |
2020-12-31 |
| Ancora Advisors, LLC
|
5,122 |
5,113 |
0% |
2020-12-31 |
| Change Path, LLC
|
5,078 |
0 |
New Buy |
2020-12-31 |
| Maryland Capital Management, LLC
|
5,040 |
5,100 |
1% |
2020-12-31 |
| BRADLEY FOSTER & SARGENT INC/CT
|
5,008 |
5,008 |
No Change |
2020-12-31 |
| Ariel Capital Advisors, LLC
|
4,986 |
5,000 |
0% |
2020-12-31 |
| DAVENPORT & CO LLC
|
4,954 |
4,881 |
1% |
2020-12-31 |
| Perennial Investment Advisors, LLC
|
4,916 |
4,365 |
13% |
2020-12-31 |
| LIBERTY WEALTH MANAGEMENT LLC
|
4,883 |
4,885 |
0% |
2020-12-31 |
| ATTICUS WEALTH MANAGEMENT, LLC
|
4,840 |
4,557 |
6% |
2020-12-31 |
| RBA Wealth Management, LLC
|
4,828 |
4,598 |
5% |
2020-12-31 |
| Citizens National Bank Trust Department
|
4,805 |
0 |
New Buy |
2020-12-31 |
| Eudaimonia Partners, LLC
|
4,762 |
4,681 |
2% |
2020-12-31 |
| Affiance Financial, LLC
|
4,726 |
4,907 |
4% |
2020-12-31 |
| 20/20 Capital Management, Inc.
|
4,720 |
0 |
New Buy |
2020-12-31 |
| Carroll Financial Associates, Inc.
|
4,667 |
4,614 |
1% |
2020-12-31 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV
|
4,644 |
4,808 |
3% |
2020-12-31 |
| WOODWARD DIVERSIFIED CAPITAL, LLC
|
4,599 |
0 |
New Buy |
2020-12-31 |
| Global Retirement Partners, LLC
|
4,593 |
4,597 |
0% |
2020-12-31 |
| FFT WEALTH MANAGEMENT LLC
|
4,584 |
0 |
New Buy |
2020-12-31 |
| KEYBANK NATIONAL ASSOCIATION/OH
|
4,577 |
4,972 |
8% |
2020-12-31 |
| Ramsay, Stattman, Vela & Price, Inc.
|
4,575 |
5,000 |
9% |
2020-12-31 |
| InterOcean Capital Group, LLC
|
4,559 |
0 |
New Buy |
2020-12-31 |
| First Heartland Consultants, Inc.
|
4,551 |
3,953 |
15% |
2020-12-31 |
| ExodusPoint Capital Management, LP
|
4,550 |
0 |
New Buy |
2020-12-31 |
| Hillcrest Wealth Advisors - NY, LLC
|
4,530 |
4,275 |
6% |
2020-12-31 |
| LINCOLN NATIONAL CORP
|
4,441 |
4,987 |
11% |
2020-12-31 |
| Trinity Legacy Partners LLC
|
4,418 |
4,397 |
0% |
2020-12-31 |
| Integrated Wealth Concepts LLC
|
4,385 |
4,429 |
1% |
2020-12-31 |
| FINANCIAL COUNSELORS INC
|
4,379 |
4,464 |
2% |
2020-12-31 |
| Csenge Advisory Group
|
4,363 |
4,663 |
6% |
2020-12-31 |
| PARSONS CAPITAL MANAGEMENT INC/RI
|
4,330 |
4,392 |
1% |
2020-12-31 |
| COLLECTIVE FAMILY OFFICE LLC
|
4,300 |
0 |
New Buy |
2020-12-31 |
| BESSEMER GROUP INC
|
4,251 |
2,800 |
52% |
2020-12-31 |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
|
4,195 |
3,801 |
10% |
2020-12-31 |
| McAdam, LLC
|
4,187 |
933 |
349% |
2020-12-31 |
| Freestone Capital Holdings, LLC
|
4,166 |
1,585 |
163% |
2020-12-31 |
| Chicago Partners Investment Group LLC
|
4,158 |
3,385 |
23% |
2020-12-31 |
| ARKANSAS FINANCIAL GROUP, INC.
|
4,138 |
3,677 |
13% |
2020-12-31 |
| Center for Financial Planning, Inc.
|
4,120 |
0 |
New Buy |
2020-12-31 |
| Curated Wealth Partners LLC
|
4,120 |
0 |
New Buy |
2020-12-31 |
| New England Private Wealth Advisors LLC
|
4,102 |
4,095 |
0% |
2020-12-31 |
| Aptus Capital Advisors, LLC
|
4,092 |
1,302 |
214% |
2020-12-31 |
| LPWM LLC
|
4,088 |
4,669 |
12% |
2020-12-31 |
| Goss Wealth Management LLC
|
4,003 |
7,131 |
44% |
2020-12-31 |
| Gryphon Financial Partners LLC
|
4,000 |
4,000 |
No Change |
2020-12-31 |
| PARK AVENUE SECURITIES LLC
|
3,971 |
3,708 |
7% |
2020-12-31 |
| Bragg Financial Advisors, Inc
|
3,968 |
4,312 |
8% |
2020-12-31 |
| CAPROCK Group, Inc.
|
3,948 |
6,256 |
37% |
2020-12-31 |
| Outlook Wealth Advisors, LLC
|
3,897 |
4,493 |
13% |
2020-12-31 |
| BERRY GROUP, LLC
|
3,889 |
3,888 |
0% |
2020-12-31 |
| Bremer Bank National Association
|
3,855 |
3,855 |
No Change |
2020-12-31 |
| PAPP L ROY & ASSOCIATES
|
3,835 |
3,835 |
No Change |
2020-12-31 |
| Doyle Wealth Management
|
3,813 |
3,775 |
1% |
2020-12-31 |
| TELEMUS CAPITAL, LLC
|
3,807 |
3,824 |
0% |
2020-12-31 |
| CLAUDIA M.P. BATLLE, CRP (R) LLC
|
3,760 |
4,232 |
11% |
2020-12-31 |
| Ausdal Financial Partners, Inc.
|
3,751 |
3,778 |
1% |
2020-12-31 |
| Kovack Advisors, Inc.
|
3,710 |
3,909 |
5% |
2020-12-31 |
| Bartlett & Co. LLC
|
3,695 |
0 |
New Buy |
2020-12-31 |
| American Institute for Advanced Investment Management, LLP
|
3,681 |
3,696 |
0% |
2020-12-31 |
| Tower View Investment Management & Research LLC
|
3,660 |
3,671 |
0% |
2020-12-31 |
| FIRST NATIONAL TRUST CO
|
3,641 |
3,749 |
3% |
2020-12-31 |
| Jacobi Capital Management LLC
|
3,619 |
3,514 |
3% |
2020-12-31 |
| LAZARD ASSET MANAGEMENT LLC
|
3,600 |
3,600 |
No Change |
2020-12-31 |
| Main Management LLC
|
3,600 |
6,468 |
44% |
2020-12-31 |
| McNaughton Wealth Management, LLC
|
3,596 |
1,779 |
102% |
2020-12-31 |
| Cornerstone Wealth Management, LLC
|
3,565 |
3,634 |
2% |
2020-12-31 |
| Insight Advisors, LLC/ PA
|
3,536 |
0 |
New Buy |
2020-12-31 |
| TCF National Bank
|
3,521 |
3,429 |
3% |
2020-12-31 |
| CONDOR CAPITAL MANAGEMENT
|
3,494 |
3,611 |
3% |
2020-12-31 |
| True Link Financial Advisors, LLC
|
3,480 |
0 |
New Buy |
2020-12-31 |
| Williams Jones Wealth Management, LLC.
|
3,474 |
3,474 |
No Change |
2020-12-31 |
| Miracle Mile Advisors, LLC
|
3,419 |
4,046 |
15% |
2020-12-31 |
| Cedar Brook Financial Partners, LLC
|
3,413 |
0 |
New Buy |
2020-12-31 |
| CWA Asset Management Group, LLC
|
3,401 |
3,313 |
3% |
2020-12-31 |
| Round Table Services, LLC
|
3,400 |
0 |
New Buy |
2020-12-31 |
| Cutler Group LP
|
1,000 |
14,600 |
93% |
2020-12-31 |
| Dynamic Advisors Solutions LLC
|
3,365 |
3,872 |
13% |
2020-12-31 |
| CULLEN FROST BANKERS INC
|
3,354 |
3,354 |
No Change |
2020-12-31 |
| Fisher Asset Management, LLC(Kenneth L. Fisher)
|
3,347 |
2,216 |
51% |
2020-12-31 |
| Spearhead Capital Advisors, LLC
|
3,336 |
2,305 |
45% |
2020-12-31 |
| Krilogy Financial LLC
|
3,327 |
2,927 |
14% |
2020-12-31 |
| Private Wealth Advisors, LLC
|
3,323 |
3,340 |
1% |
2020-12-31 |
| Sontag Advisory, LLC
|
3,322 |
0 |
New Buy |
2020-12-31 |
| North Star Investment Management Corp.
|
3,318 |
3,226 |
3% |
2020-12-31 |
| Meristem, LLP
|
3,283 |
3,283 |
No Change |
2020-12-31 |
| Merit Financial Group, LLC
|
3,269 |
3,007 |
9% |
2020-12-31 |
| Adviser Investments LLC
|
3,230 |
4,837 |
33% |
2020-12-31 |
| High Falls Advisors, Inc
|
3,203 |
0 |
New Buy |
2020-12-31 |
| Hilltop Holdings Inc.
|
3,190 |
2,371 |
35% |
2020-12-31 |
| Venture Visionary Partners LLC
|
3,187 |
0 |
New Buy |
2020-12-31 |
| Strategic Blueprint, LLC
|
3,176 |
2,977 |
7% |
2020-12-31 |
| Buckingham Asset Management, LLC
|
3,141 |
3,605 |
13% |
2020-12-31 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC
|
3,127 |
3,127 |
No Change |
2020-12-31 |
| Ledyard National Bank
|
3,084 |
3,686 |
16% |
2020-12-31 |
| GPM Growth Investors, Inc.
|
3,071 |
3,170 |
3% |
2020-12-31 |
| Bigelow Investment Advisors, LLC
|
3,069 |
5,789 |
47% |
2020-12-31 |
| Veritable, L.P.
|
3,044 |
3,193 |
5% |
2020-12-31 |
| AMERITAS INVESTMENT CORP
|
3,006 |
2,513 |
20% |
2020-12-31 |
| WEDBUSH MORGAN SECURITIES INC
|
3,003 |
2,168 |
39% |
2020-12-31 |
| Carnegie Capital Asset Management, LLC
|
2,992 |
3,125 |
4% |
2020-12-31 |
| Institute for Wealth Management, LLC.
|
2,991 |
2,821 |
6% |
2020-12-31 |
| PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL
|
2,961 |
2,536 |
17% |
2020-12-31 |
| FRANKLIN RESOURCES INC
|
2,891 |
2,893 |
0% |
2020-12-31 |
| Sullivan, Bruyette, Speros & Blaney, Inc.
|
2,874 |
2,273 |
26% |
2020-12-31 |
| WESTWOOD HOLDINGS GROUP INC
|
2,871 |
1,871 |
53% |
2020-12-31 |
| Kistler-Tiffany Companies, LLC
|
2,851 |
2,701 |
6% |
2020-12-31 |
| HUNTINGTON NATIONAL BANK
|
2,821 |
2,532 |
11% |
2020-12-31 |
| SeaCrest Wealth Management, LLC
|
2,814 |
3,119 |
10% |
2020-12-31 |
| REGIONS FINANCIAL CORP
|
2,802 |
0 |
New Buy |
2020-12-31 |
| MITCHELL SINKLER & STARR/PA
|
2,800 |
2,003 |
40% |
2020-12-31 |
| HBW Advisory Services LLC
|
2,799 |
3,572 |
22% |
2020-12-31 |
| GeoWealth Management, LLC
|
2,793 |
1,124 |
148% |
2020-12-31 |
| Claraphi Advisory Network, LLC
|
2,785 |
2,785 |
No Change |
2020-12-31 |
| HARBOR FINANCIAL SERVICES, LLC
|
2,782 |
0 |
New Buy |
2020-12-31 |
| CENTAURUS FINANCIAL, INC.
|
2,777 |
1,923 |
44% |
2020-12-31 |
| Sunbelt Securities, Inc.
|
2,764 |
2,301 |
20% |
2020-12-31 |
| PITTENGER & ANDERSON INC
|
2,745 |
2,939 |
7% |
2020-12-31 |
| Neuberger Berman Group LLC
|
2,743 |
3,143 |
13% |
2020-12-31 |
| KESTRA PRIVATE WEALTH SERVICES, LLC
|
2,741 |
0 |
New Buy |
2020-12-31 |
| Perigon Wealth Management, LLC
|
2,723 |
1,666 |
63% |
2020-12-31 |
| 180 WEALTH ADVISORS, LLC
|
2,693 |
2,549 |
6% |
2020-12-31 |
| EVOKE WEALTH, LLC
|
2,663 |
2,663 |
No Change |
2020-12-31 |
| Montis Financial, LLC
|
2,652 |
0 |
New Buy |
2020-12-31 |
| Mutual Advisors, LLC
|
2,637 |
2,523 |
5% |
2020-12-31 |
| Evanson Asset Management, LLC
|
2,620 |
2,448 |
7% |
2020-12-31 |
| Boltwood Capital Management
|
2,600 |
2,600 |
No Change |
2020-12-31 |
| Southern Farm Bureau Life Insurance
|
2,600 |
0 |
New Buy |
2020-12-31 |
| Bernardo Wealth Planning LLC
|
2,563 |
2,567 |
0% |
2020-12-31 |
| ROCKLAND TRUST CO
|
2,556 |
2,932 |
13% |
2020-12-31 |
| Bay Harbor Wealth Management, LLC
|
2,542 |
2,493 |
2% |
2020-12-31 |
| Clarkston Capital Partners LLC
|
2,513 |
1,687 |
49% |
2020-12-31 |
| Cutter & CO Brokerage, Inc.
|
2,509 |
2,045 |
23% |
2020-12-31 |
| BARCLAYS PLC
|
2,500 |
7,942 |
69% |
2020-12-31 |
| Busey Trust CO
|
2,500 |
2,523 |
1% |
2020-12-31 |
| Allied Investment Advisors, LLC
|
2,500 |
2,461 |
2% |
2020-12-31 |
| Emerald Advisors, LLC
|
2,437 |
3,127 |
22% |
2020-12-31 |
| CRA Financial Services, LLC
|
2,415 |
2,415 |
No Change |
2020-12-31 |
| Zhang Financial LLC
|
2,371 |
1,751 |
35% |
2020-12-31 |
| D'Orazio & Associates, Inc.
|
2,370 |
2,358 |
1% |
2020-12-31 |
| Wellspring Financial Advisors, LLC
|
2,352 |
2,359 |
0% |
2020-12-31 |
| Fort Point Capital Partners, LLC
|
2,348 |
2,387 |
2% |
2020-12-31 |
| River Wealth Advisors LLC
|
2,323 |
2,338 |
1% |
2020-12-31 |
| Strategic Advisors LLC
|
2,320 |
2,176 |
7% |
2020-12-31 |
| Praetorian Wealth Management, Inc.
|
2,308 |
2,080 |
11% |
2020-12-31 |
| Resolute Advisors LLC
|
2,304 |
0 |
New Buy |
2020-12-31 |
| PFG Advisors
|
2,303 |
2,637 |
13% |
2020-12-31 |
| MBL Wealth, LLC
|
2,295 |
0 |
New Buy |
2020-12-31 |
| Wealthstreet Investment Advisors, LLC
|
2,291 |
0 |
New Buy |
2020-12-31 |
| Joel Isaacson & Co., LLC
|
2,269 |
1,467 |
55% |
2020-12-31 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
|
2,263 |
2,263 |
No Change |
2020-12-31 |
| Regent Peak Wealth Advisors LLC
|
2,235 |
2,235 |
No Change |
2020-12-31 |
| Ballentine, Finn & Company, Inc.
|
2,223 |
2,223 |
No Change |
2020-12-31 |
| OHE FINANCIAL INC
|
2,215 |
2,171 |
2% |
2020-12-31 |
| Plante Moran Financial Advisors Ltd Partnership
|
2,195 |
3,444 |
36% |
2020-12-31 |
| Hanson McClain, Inc.
|
2,161 |
2,612 |
17% |
2020-12-31 |
| OXFORD FINANCIAL GROUP LTD
|
2,159 |
2,159 |
No Change |
2020-12-31 |
| Johanson Financial Advisors, Inc.
|
2,158 |
1,870 |
15% |
2020-12-31 |
| Keystone Financial Group
|
2,155 |
2,155 |
No Change |
2020-12-31 |
| Kore Private Wealth LLC
|
2,139 |
11,664 |
82% |
2020-12-31 |
| Wunderlich Securities, Inc.
|
2,134 |
3,630 |
41% |
2020-12-31 |
| Towerpoint Wealth, LLC
|
2,131 |
0 |
New Buy |
2020-12-31 |
| Secure Asset Management, LLC
|
2,128 |
2,125 |
0% |
2020-12-31 |
| WETHERBY ASSET MANAGEMENT INC
|
2,125 |
2,425 |
12% |
2020-12-31 |
| Vestmark Advisory Solutions, Inc.
|
2,122 |
1,942 |
9% |
2020-12-31 |
| Brendel Financial Advisors LLC
|
2,107 |
1,364 |
54% |
2020-12-31 |
| Biltmore Family Office, LLC
|
2,105 |
2,105 |
No Change |
2020-12-31 |
| SEAWARD MANAGEMENT LIMITED PARTNERSHIP
|
2,102 |
2,102 |
No Change |
2020-12-31 |
| MILLENNIUM MANAGEMENT LLC
|
2,088 |
0 |
New Buy |
2020-12-31 |
| Altus Wealth Management, LLC
|
2,088 |
2,089 |
0% |
2020-12-31 |
| Crestwood Advisors LLC
|
2,065 |
2,079 |
1% |
2020-12-31 |
| Beacon Pointe Advisors, LLC
|
2,065 |
2,108 |
2% |
2020-12-31 |
| Lakeview Capital Partners, LLC
|
2,028 |
2,028 |
No Change |
2020-12-31 |
| Regal Investment Advisors, LLC
|
2,020 |
0 |
New Buy |
2020-12-31 |
| DB Wealth Management Group, LLC
|
2,009 |
0 |
New Buy |
2020-12-31 |
| DAVIS R M INC
|
2,000 |
2,000 |
No Change |
2020-12-31 |
| Truepoint, Inc.
|
2,000 |
0 |
New Buy |
2020-12-31 |
| HYMAN CHARLES D
|
1,998 |
1,998 |
No Change |
2020-12-31 |
| MISSION WEALTH MANAGEMENT, LLC
|
1,996 |
0 |
New Buy |
2020-12-31 |
| US FINANCIAL ADVISORS, LLC
|
1,987 |
0 |
New Buy |
2020-12-31 |
| Bogart Wealth, LLC
|
1,986 |
1,996 |
1% |
2020-12-31 |
| One Day In July LLC
|
0 |
2,293 |
Sold Out |
2020-12-31 |
| REILLY FINANCIAL ADVISORS, LLC
|
1,969 |
669 |
194% |
2020-12-31 |
| Riverpoint Wealth Management Holdings, LLC
|
1,964 |
1,963 |
0% |
2020-12-31 |
| NorthRock Partners, LLC
|
1,959 |
848 |
131% |
2020-12-31 |
| Teamwork Financial Advisors, LLC
|
1,944 |
0 |
New Buy |
2020-12-31 |
| MCDANIEL TERRY & CO
|
1,924 |
1,924 |
No Change |
2020-12-31 |
| ENTERPRISE FINANCIAL SERVICES CORP
|
1,924 |
12,678 |
85% |
2020-12-31 |
| Beacon Financial Advisory LLC
|
1,913 |
1,912 |
0% |
2020-12-31 |
| WATERS PARKERSON & CO INC
|
1,891 |
1,891 |
No Change |
2020-12-31 |
| NinePointTwo Capital
|
1,854 |
0 |
New Buy |
2020-12-31 |
| Financial Insights, Inc.
|
1,849 |
2,247 |
18% |
2020-12-31 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/
|
1,840 |
1,840 |
No Change |
2020-12-31 |
| LAKE STREET FINANCIAL LLC
|
1,838 |
0 |
New Buy |
2020-12-31 |
| Steel Peak Wealth Management LLC
|
1,820 |
1,482 |
23% |
2020-12-31 |
| UNIONBANCAL CORP
|
1,811 |
1,947 |
7% |
2020-12-31 |
| PUTNAM FL INVESTMENT MANAGEMENT CO
|
1,800 |
2,115 |
15% |
2020-12-31 |
| Valmark Advisers, Inc.
|
1,785 |
2,003 |
11% |
2020-12-31 |
| Valeo Financial Advisors, LLC
|
1,778 |
1,797 |
1% |
2020-12-31 |
| Brouwer & Janachowski, LLC
|
1,767 |
1,767 |
No Change |
2020-12-31 |
| WEALTHSOURCE PARTNERS, LLC
|
1,765 |
0 |
New Buy |
2020-12-31 |
| BURNEY CO/
|
139 |
2,200 |
94% |
2020-12-31 |
| Hudock Moyer Wealth Resources, LLC
|
1,753 |
1,749 |
0% |
2020-12-31 |
| We Are One Seven, LLC
|
1,744 |
2,119 |
18% |
2020-12-31 |
| Sequoia Financial Advisors, LLC
|
1,743 |
1,715 |
2% |
2020-12-31 |
| Massey, Quick & Co., LLC
|
1,738 |
119 |
1,361% |
2020-12-31 |
| Sepio Capital, LLC
|
1,729 |
1,734 |
0% |
2020-12-31 |
| Graves-Light Private Wealth Management, Inc.
|
1,727 |
1,865 |
7% |
2020-12-31 |
| Private Wealth Partners, LLC
|
1,723 |
1,723 |
No Change |
2020-12-31 |
| SONATA CAPITAL GROUP INC
|
1,719 |
1,704 |
1% |
2020-12-31 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC
|
1,691 |
1,637 |
3% |
2020-12-31 |
| Orion Portfolio Solutions, LLC
|
1,675 |
1,095 |
53% |
2020-12-31 |
| LEVEL FOUR ADVISORY SERVICES, LLC
|
1,671 |
1,899 |
12% |
2020-12-31 |
| Source Financial Advisors LLC
|
1,668 |
0 |
New Buy |
2020-12-31 |
| Northeast Financial Consultants Inc
|
1,667 |
0 |
New Buy |
2020-12-31 |
| Choate Investment Advisors
|
1,666 |
1,666 |
No Change |
2020-12-31 |
| CWM, LLC
|
1,658 |
1,958 |
15% |
2020-12-31 |
| Arete Wealth Advisors, LLC
|
1,654 |
0 |
New Buy |
2020-12-31 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
|
1,650 |
0 |
New Buy |
2020-12-31 |
| QUANTLAB CAPITAL MANAGEMENT LTD
|
1,649 |
1,486 |
11% |
2020-12-31 |
| Peachtree Investment Partners, LLC
|
1,649 |
1,625 |
1% |
2020-12-31 |
| CT Mason
|
1,640 |
1,890 |
13% |
2020-12-31 |
| Renaissance Technologies(Jim Simons)
|
1,600 |
1,500 |
7% |
2020-12-31 |
| Key FInancial Inc
|
1,595 |
1,416 |
13% |
2020-12-31 |
| Galvin, Gaustad & Stein, LLC
|
1,566 |
0 |
New Buy |
2020-12-31 |
| Essex Financial Services, Inc.
|
1,563 |
1,360 |
15% |
2020-12-31 |
| EXCHANGE TRADED CONCEPTS, LLC
|
1,555 |
1,511 |
3% |
2020-12-31 |
| CARY STREET PARTNER INVESTMENT ADVISORY LLC
|
1,546 |
531 |
191% |
2020-12-31 |
| Stevard, LLC
|
1,539 |
1,539 |
No Change |
2020-12-31 |
| PINNACLE ASSOCIATES LTD
|
1,537 |
1,537 |
No Change |
2020-12-31 |
| Madison Wealth Partners, Inc
|
1,531 |
0 |
New Buy |
2020-12-31 |
| Shepherd Financial Partners LLC
|
1,521 |
1,045 |
46% |
2020-12-31 |
| Apexium Financial, LP
|
1,515 |
1,515 |
No Change |
2020-12-31 |
| FINANCIAL CONSULATE, INC
|
1,504 |
1,504 |
No Change |
2020-12-31 |
| Goelzer Investment Management, Inc.
|
1,500 |
1,529 |
2% |
2020-12-31 |
| Charles Schwab Trust Co
|
1,500 |
0 |
New Buy |
2020-12-31 |
| Banque Cantonale Vaudoise
|
1,500 |
0 |
New Buy |
2020-12-31 |
| Moors & Cabot, Inc.
|
1,497 |
1,971 |
24% |
2020-12-31 |
| Relyea Zuckerberg Hanson LLC
|
1,484 |
0 |
New Buy |
2020-12-31 |
| LexAurum Advisors, LLC
|
1,474 |
1,449 |
2% |
2020-12-31 |
| Black Diamond Financial, LLC
|
1,474 |
793 |
86% |
2020-12-31 |
| CAPITAL INSIGHT PARTNERS, LLC
|
1,470 |
1,470 |
No Change |
2020-12-31 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.
|
1,450 |
1,450 |
No Change |
2020-12-31 |
| HOWARD FINANCIAL SERVICES, LTD.
|
1,444 |
1,489 |
3% |
2020-12-31 |
| EPIQ Capital Group, LLC
|
1,442 |
1,080 |
34% |
2020-12-31 |
| Tennessee Valley Asset Management Partners
|
1,432 |
0 |
New Buy |
2020-12-31 |
| BRYN MAWR TRUST CO/PA
|
1,413 |
1,413 |
No Change |
2020-12-31 |
| ST GERMAIN D J CO INC
|
1,404 |
1,456 |
4% |
2020-12-31 |
| COURIER CAPITAL CORP
|
1,400 |
1,400 |
No Change |
2020-12-31 |
| PICTET BANK & TRUST Ltd
|
1,400 |
1,400 |
No Change |
2020-12-31 |
| 360 Financial, Inc.
|
1,398 |
1,254 |
11% |
2020-12-31 |
| MISSION CREEK CAPITAL PARTNERS, INC
|
1,396 |
1,186 |
18% |
2020-12-31 |
| FIRST HAWAIIAN BANK
|
1,382 |
1,389 |
1% |
2020-12-31 |
| STRATEGY ASSET MANAGERS LLC
|
1,376 |
1,428 |
4% |
2020-12-31 |
| Ambassador Advisors, LLC
|
0 |
1,427 |
Sold Out |
2020-12-31 |
| BANK HAPOALIM BM
|
1,345 |
1,258 |
7% |
2020-12-31 |
| PBMares Wealth Management LLC
|
1,344 |
1,294 |
4% |
2020-12-31 |
| Greenhouse Wealth Management, LLC
|
1,341 |
0 |
New Buy |
2020-12-31 |
| Clear Creek Financial Management, LLC
|
1,327 |
2,690 |
51% |
2020-12-31 |
| DFPG INVESTMENTS, INC.
|
1,319 |
1,840 |
28% |
2020-12-31 |
| SIGNATUREFD, LLC
|
1,318 |
1,298 |
2% |
2020-12-31 |
| VIVID FINANCIAL MANAGEMENT, INC.
|
1,317 |
1,449 |
9% |
2020-12-31 |
| Garde Capital, Inc.
|
1,297 |
1,029 |
26% |
2020-12-31 |
| Paragon Wealth Strategies, LLC
|
1,282 |
893 |
44% |
2020-12-31 |
| INGALLS & SNYDER LLC
|
1,272 |
1,095 |
16% |
2020-12-31 |
| MPS Loria Financial Planners, LLC
|
1,250 |
1,250 |
No Change |
2020-12-31 |
| High Note Wealth, LLC
|
1,248 |
0 |
New Buy |
2020-12-31 |
| CREDIT SUISSE/
|
1,245 |
1,775 |
30% |
2020-12-31 |
| REGENTATLANTIC CAPITAL LLC
|
1,234 |
1,183 |
4% |
2020-12-31 |
| Alpha Cubed Investments, LLC
|
1,226 |
1,157 |
6% |
2020-12-31 |
| YorkBridge Wealth Partners, LLC
|
1,214 |
1,364 |
11% |
2020-12-31 |
| McGuire Investment Group, LLC
|
1,214 |
1,030 |
18% |
2020-12-31 |
| TOWNSQUARE CAPITAL LLC
|
1,203 |
0 |
New Buy |
2020-12-31 |
| BENJAMIN F. EDWARDS & COMPANY, INC.
|
1,201 |
1,617 |
26% |
2020-12-31 |
| Bangor Savings Bank
|
1,200 |
973 |
23% |
2020-12-31 |
| FineMark National Bank & Trust
|
1,192 |
1,192 |
No Change |
2020-12-31 |
| HOLDERNESS INVESTMENTS CO
|
1,189 |
1,027 |
16% |
2020-12-31 |
| Spears Abacus Advisors LLC
|
1,189 |
1,189 |
No Change |
2020-12-31 |
| CPCM, LLC
|
1,187 |
1,190 |
0% |
2020-12-31 |
| Jackson Hole Capital Partners, LLC
|
1,165 |
1,165 |
No Change |
2020-12-31 |
| SMH CAPITAL INC.
|
1,155 |
1,155 |
No Change |
2020-12-31 |
| BAKER TILLY FINANCIAL, LLC
|
1,145 |
0 |
New Buy |
2020-12-31 |
| TRANSCEND WEALTH COLLECTIVE, LLC
|
1,139 |
1,181 |
4% |
2020-12-31 |
| PHYSICIANS FINANCIAL SERVICES, INC.
|
1,135 |
1,134 |
0% |
2020-12-31 |
| CHEMUNG CANAL TRUST CO
|
1,133 |
1,133 |
No Change |
2020-12-31 |
| MARSHALL FINANCIAL GROUP INC /ADV
|
1,131 |
1,131 |
No Change |
2020-12-31 |
| Vantage Financial Partners Ltd., Inc.
|
1,130 |
0 |
New Buy |
2020-12-31 |
| Plancorp, LLC
|
1,129 |
929 |
22% |
2020-12-31 |
| Belpointe Asset Management LLC
|
1,127 |
0 |
New Buy |
2020-12-31 |
| Minot Wealth Management LLC
|
1,125 |
1,125 |
No Change |
2020-12-31 |
| People's United Financial, Inc.
|
1,123 |
1,123 |
No Change |
2020-12-31 |
| FURE FINANCIAL CORP
|
1,095 |
1,117 |
2% |
2020-12-31 |
| CLARET ASSET MANAGEMENT Corp
|
1,088 |
1,088 |
No Change |
2020-12-31 |
| Verdence Capital Advisors LLC
|
1,085 |
1,084 |
0% |
2020-12-31 |
| Psagot Investment House Ltd.
|
1,080 |
0 |
New Buy |
2020-12-31 |
| GARRISON POINT ADVISORS, LLC
|
1,080 |
1,087 |
1% |
2020-12-31 |
| David J Yvars Group
|
1,076 |
0 |
New Buy |
2020-12-31 |
| Patriot Financial Group Insurance Agency, LLC
|
1,073 |
360 |
198% |
2020-12-31 |
| NORTHERN OAK CAPITAL MANAGEMENT INC
|
1,068 |
1,068 |
No Change |
2020-12-31 |
| ALBION FINANCIAL GROUP /UT
|
1,063 |
1,063 |
No Change |
2020-12-31 |
| DF DENT & CO INC
|
1,058 |
1,058 |
No Change |
2020-12-31 |
| Ahrens Investment Partners LLC
|
1,057 |
1,057 |
No Change |
2020-12-31 |
| HPM Partners LLC
|
1,050 |
1,321 |
21% |
2020-12-31 |
| Robertson Stephens Wealth Management, LLC
|
1,045 |
1,495 |
30% |
2020-12-31 |
| Cerro Pacific Wealth Advisors LLC
|
1,043 |
0 |
New Buy |
2020-12-31 |
| Peak Financial Management, Inc.
|
1,034 |
959 |
8% |
2020-12-31 |
| PDS Planning, Inc
|
1,034 |
1,029 |
0% |
2020-12-31 |
| AdvicePeriod, LLC
|
1,033 |
1,345 |
23% |
2020-12-31 |
| Pinnacle Wealth Management Advisory Group, LLC
|
1,030 |
1,030 |
No Change |
2020-12-31 |
| Mengis Capital Management, Inc.
|
1,025 |
975 |
5% |
2020-12-31 |
| Traynor Capital Management, Inc.
|
1,023 |
1,132 |
10% |
2020-12-31 |
| Mosaic Family Wealth, LLC
|
1,015 |
1,153 |
12% |
2020-12-31 |
| GSA CAPITAL PARTNERS LLP
|
1,003 |
0 |
New Buy |
2020-12-31 |
| Front Row Advisors LLC
|
1,001 |
1,001 |
No Change |
2020-12-31 |
| ALPINE WOODS CAPITAL INVESTORS, LLC
|
1,000 |
3,500 |
71% |
2020-12-31 |
| Gilman Hill Asset Management, LLC
|
1,000 |
1,000 |
No Change |
2020-12-31 |
| Security National Bank
|
1,000 |
1,650 |
39% |
2020-12-31 |
| Poehling Capital Management, LLC
|
1,000 |
1,000 |
No Change |
2020-12-31 |
| InTrack Investment Management Inc
|
984 |
0 |
New Buy |
2020-12-31 |
| VisionPoint Advisory Group, LLC
|
983 |
1,068 |
8% |
2020-12-31 |
| Laurel Wealth Advisors LLC
|
970 |
995 |
3% |
2020-12-31 |
| Blue Fin Capital, Inc.
|
965 |
952 |
1% |
2020-12-31 |
| Coconut Grove Bank
|
955 |
955 |
No Change |
2020-12-31 |
| COLONY GROUP LLC
|
952 |
952 |
No Change |
2020-12-31 |
| BOENNING & SCATTERGOOD, INC.
|
946 |
836 |
13% |
2020-12-31 |
| Total Wealth Planning, LLC
|
944 |
0 |
New Buy |
2020-12-31 |
| Comprehensive Portfolio Management, LLC
|
943 |
884 |
7% |
2020-12-31 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC
|
937 |
677 |
38% |
2020-12-31 |
| Winslow, Evans & Crocker, Inc.
|
927 |
506 |
83% |
2020-12-31 |
| Bluesphere Advisors, LLC
|
925 |
0 |
New Buy |
2020-12-31 |
| Hamilton Wealth, LLC
|
923 |
967 |
5% |
2020-12-31 |
| Interchange Capital Partners, LLC
|
923 |
0 |
New Buy |
2020-12-31 |
| McCollum Christoferson Group LLC
|
918 |
918 |
No Change |
2020-12-31 |
| Mattern Wealth Management LLC
|
915 |
915 |
No Change |
2020-12-31 |
| BSC PRIVATE WEALTH MANAGEMENT, LLC
|
914 |
914 |
No Change |
2020-12-31 |
| TruWealth Advisors, LLC
|
911 |
0 |
New Buy |
2020-12-31 |
| IFS Advisors, LLC
|
909 |
0 |
New Buy |
2020-12-31 |
| BRIGHTON JONES LLC
|
908 |
914 |
1% |
2020-12-31 |
| STATE BANK & TRUST
|
900 |
900 |
No Change |
2020-12-31 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV
|
900 |
869 |
4% |
2020-12-31 |
| Colonial River Wealth Management, LLC
|
899 |
0 |
New Buy |
2020-12-31 |
| Iron Financial, LLC
|
897 |
896 |
0% |
2020-12-31 |
| Stony Point Wealth Management Inc.
|
896 |
895 |
0% |
2020-12-31 |
| Renasant Bank
|
891 |
0 |
New Buy |
2020-12-31 |
| HOLLENCREST SECURITIES LLC
|
890 |
890 |
No Change |
2020-12-31 |
| EATON VANCE MANAGEMENT
|
890 |
890 |
No Change |
2020-12-31 |
| Latitude Advisors, LLC
|
886 |
0 |
New Buy |
2020-12-31 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.
|
884 |
0 |
New Buy |
2020-12-31 |
| Acropolis Investment Management, LLC
|
883 |
883 |
No Change |
2020-12-31 |
| Emery Howard Portfolio Management, Inc.
|
880 |
879 |
0% |
2020-12-31 |
| Soundwatch Capital LLC
|
878 |
878 |
No Change |
2020-12-31 |
| CAROLINAS WEALTH CONSULTING LLC
|
871 |
870 |
0% |
2020-12-31 |
| BALLAST ADVISORS LLC
|
866 |
866 |
No Change |
2020-12-31 |
| Atlanta Capital Group
|
0 |
805 |
Sold Out |
2020-12-31 |
| BANQUE PICTET & CIE SA
|
863 |
833 |
4% |
2020-12-31 |
| Capital Bank & Trust Co
|
862 |
862 |
No Change |
2020-12-31 |
| Financial Architects, Inc
|
860 |
860 |
No Change |
2020-12-31 |
| FDx Advisors, Inc.
|
852 |
875 |
3% |
2020-12-31 |
| Octavia Wealth Advisors, LLC
|
851 |
0 |
New Buy |
2020-12-31 |
| Pineno Levin & Ford Asset Management, Inc.
|
850 |
850 |
No Change |
2020-12-31 |
| TrueWealth Advisors, LLC
|
849 |
0 |
New Buy |
2020-12-31 |
| Atlas Private Wealth Advisors
|
844 |
826 |
2% |
2020-12-31 |
| NWAM LLC
|
842 |
0 |
New Buy |
2020-12-31 |
| Towercrest Capital Management
|
840 |
840 |
No Change |
2020-12-31 |
| ProVise Management Group, LLC
|
835 |
0 |
New Buy |
2020-12-31 |
| Altavista Wealth Management, Inc.
|
830 |
830 |
No Change |
2020-12-31 |
| Amussen Hunsaker & Associates LLC
|
827 |
853 |
3% |
2020-12-31 |
| Van Cleef Asset Management,Inc
|
825 |
825 |
No Change |
2020-12-31 |
| NORTH STAR ASSET MANAGEMENT INC
|
823 |
704 |
17% |
2020-12-31 |
| TWO SIGMA SECURITIES, LLC
|
818 |
0 |
New Buy |
2020-12-31 |
| Intersect Capital LLC
|
818 |
818 |
No Change |
2020-12-31 |
| Running Point Capital Advisors, LLC
|
815 |
0 |
New Buy |
2020-12-31 |
| PRW Wealth Management LLC
|
813 |
813 |
No Change |
2020-12-31 |
| Sicart Associates LLC
|
811 |
811 |
No Change |
2020-12-31 |
| Trexquant Investment LP
|
806 |
0 |
New Buy |
2020-12-31 |
| Worth Venture Partners, LLC
|
806 |
1,290 |
38% |
2020-12-31 |
| Bedel Financial Consulting, Inc.
|
804 |
974 |
17% |
2020-12-31 |
| TOCQUEVILLE ASSET MANAGEMENT LP
|
802 |
802 |
No Change |
2020-12-31 |
| IVC Wealth Advisors LLC
|
802 |
0 |
New Buy |
2020-12-31 |
| ZEKE CAPITAL ADVISORS, LLC
|
800 |
800 |
No Change |
2020-12-31 |
| Bank of Marin
|
798 |
0 |
New Buy |
2020-12-31 |
| NICOLET BANKSHARES INC
|
794 |
794 |
No Change |
2020-12-31 |
| VERITY Wealth Advisors
|
790 |
790 |
No Change |
2020-12-31 |
| Trust Co of Kansas
|
788 |
0 |
New Buy |
2020-12-31 |
| ZACKS INVESTMENT MANAGEMENT
|
785 |
784 |
0% |
2020-12-31 |
| Advisory Resource Group
|
783 |
752 |
4% |
2020-12-31 |
| Lesa Sroufe & Co
|
782 |
782 |
No Change |
2020-12-31 |
| Ellis Investment Partners, LLC
|
782 |
830 |
6% |
2020-12-31 |
| ROMAN BUTLER FULLERTON & CO
|
781 |
855 |
9% |
2020-12-31 |
| MAIRS & POWER INC
|
780 |
0 |
New Buy |
2020-12-31 |
| SNS Financial Group, LLC
|
773 |
773 |
No Change |
2020-12-31 |
| MBE Wealth Management, LLC
|
773 |
0 |
New Buy |
2020-12-31 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC
|
767 |
0 |
New Buy |
2020-12-31 |
| BURROUGHS HUTCHINSON
|
750 |
750 |
No Change |
2020-12-31 |
| BALASA DINVERNO & FOLTZ LLC
|
746 |
746 |
No Change |
2020-12-31 |
| Legacy Advisors, LLC
|
738 |
737 |
0% |
2020-12-31 |
| Founders Financial Alliance, LLC
|
9 |
745 |
99% |
2020-12-31 |
| AMG National Trust Bank
|
734 |
734 |
No Change |
2020-12-31 |
| Brown Miller Wealth Management, LLC
|
730 |
0 |
New Buy |
2020-12-31 |
| SVA Plumb Wealth Management, LLC
|
727 |
1,490 |
51% |
2020-12-31 |
| Executive Wealth Management, LLC
|
726 |
0 |
New Buy |
2020-12-31 |
| Sandy Spring Bank
|
0 |
532 |
Sold Out |
2020-12-31 |
| Financial Engines Advisors L.L.C.
|
721 |
0 |
New Buy |
2020-12-31 |
| NICOLET ADVISORY SERVICES, LLC
|
719 |
719 |
No Change |
2020-12-31 |
| WADE G W & INC
|
712 |
0 |
New Buy |
2020-12-31 |
| RSM US WEALTH MANAGEMENT LLC
|
711 |
711 |
No Change |
2020-12-31 |
| Townsend & Associates, Inc
|
705 |
703 |
0% |
2020-12-31 |
| J. L. Bainbridge & Co., Inc.
|
704 |
0 |
New Buy |
2020-12-31 |
| CHICAGO TRUST Co NA
|
701 |
701 |
No Change |
2020-12-31 |
| Modera Wealth Management, LLC
|
700 |
730 |
4% |
2020-12-31 |
| Diversified Portfolios, Inc.
|
700 |
700 |
No Change |
2020-12-31 |
| Cardan Capital Partners, LLC
|
696 |
696 |
No Change |
2020-12-31 |
| Independence Bank of Kentucky
|
695 |
248 |
180% |
2020-12-31 |
| Spectrum Planning & Advisory Services Inc.
|
694 |
0 |
New Buy |
2020-12-31 |
| Vista Private Wealth Partners. LLC
|
689 |
688 |
0% |
2020-12-31 |
| Warren Averett Asset Management, LLC
|
686 |
685 |
0% |
2020-12-31 |
| CORBYN INVESTMENT MANAGEMENT INC/MD
|
672 |
0 |
New Buy |
2020-12-31 |
| SG Americas Securities, LLC
|
672 |
742 |
9% |
2020-12-31 |
| ALTFEST L J & CO INC
|
670 |
0 |
New Buy |
2020-12-31 |
| Heritage Trust Co
|
670 |
670 |
No Change |
2020-12-31 |
| Baron Financial Group, LLC
|
668 |
0 |
New Buy |
2020-12-31 |
| GOFEN & GLOSSBERG LLC /IL/
|
665 |
0 |
New Buy |
2020-12-31 |
| Apella Capital, LLC
|
664 |
664 |
No Change |
2020-12-31 |
| MONECO Advisors, LLC
|
662 |
736 |
10% |
2020-12-31 |
| HOWLAND CAPITAL MANAGEMENT INC
|
661 |
661 |
No Change |
2020-12-31 |
| Lehman & Derafelo Financial Resources LLC
|
660 |
660 |
No Change |
2020-12-31 |
| Affinity Capital Advisors, LLC
|
658 |
655 |
0% |
2020-12-31 |
| WealthBridge Capital Management, LLC
|
656 |
645 |
2% |
2020-12-31 |
| Mayfair Advisory Group, LLC
|
654 |
0 |
New Buy |
2020-12-31 |
| Financial Advisory Service, Inc.
|
651 |
884 |
26% |
2020-12-31 |
| Fragasso Group Inc.
|
649 |
649 |
No Change |
2020-12-31 |
| Private Capital Group, LLC
|
649 |
649 |
No Change |
2020-12-31 |
| MONETA GROUP INVESTMENT ADVISORS INC
|
642 |
0 |
New Buy |
2020-12-31 |
| GYL FINANCIAL SYNERGIES, LLC
|
640 |
690 |
7% |
2020-12-31 |
| HERITAGE INVESTORS MANAGEMENT CORP
|
637 |
687 |
7% |
2020-12-31 |
| Frisch Financial Group, Inc.
|
636 |
0 |
New Buy |
2020-12-31 |
| CANANDAIGUA NATIONAL CORP
|
633 |
643 |
2% |
2020-12-31 |
| HOWARD WEALTH MANAGEMENT, LLC
|
633 |
0 |
New Buy |
2020-12-31 |
| HIGHLAND CAPITAL MANAGEMENT CORP
|
623 |
0 |
New Buy |
2020-12-31 |
| First National Bank of South Miami
|
622 |
655 |
5% |
2020-12-31 |
| Van Leeuwen & Company, LLC
|
622 |
910 |
32% |
2020-12-31 |
| SPRENG CAPITAL MANAGEMENT, INC.
|
622 |
0 |
New Buy |
2020-12-31 |
| ROPES WEALTH ADVISORS LLC
|
620 |
620 |
No Change |
2020-12-31 |
| Gilbert & Cook, Inc.
|
619 |
693 |
11% |
2020-12-31 |
| Wealthcare Advisory Partners LLC
|
618 |
0 |
New Buy |
2020-12-31 |
| TriaGen Wealth Management LLC
|
615 |
0 |
New Buy |
2020-12-31 |
| NOVARE CAPITAL MANAGEMENT LLC
|
612 |
0 |
New Buy |
2020-12-31 |
| Cable Hill Partners, LLC
|
610 |
0 |
New Buy |
2020-12-31 |
| JT Stratford LLC
|
609 |
0 |
New Buy |
2020-12-31 |
| VAN STRUM & TOWNE INC
|
603 |
0 |
New Buy |
2020-12-31 |
| Hexagon Capital Partners LLC
|
602 |
601 |
0% |
2020-12-31 |
| Stockman Asset Management
|
601 |
0 |
New Buy |
2020-12-31 |
| Soltis Investment Advisors LLC
|
601 |
0 |
New Buy |
2020-12-31 |
| Callahan, Leighton & Co., LLC
|
600 |
650 |
8% |
2020-12-31 |
| Liberty Capital Management, Inc.
|
600 |
0 |
New Buy |
2020-12-31 |
| Financial Advisors, LLC
|
600 |
0 |
New Buy |
2020-12-31 |
| Garrison Financial Corp
|
599 |
0 |
New Buy |
2020-12-31 |
| Tradition Wealth Management, LLC
|
596 |
0 |
New Buy |
2020-12-31 |
| Capital Investment Advisors, LLC
|
594 |
659 |
10% |
2020-12-31 |
| Surevest Inc.
|
589 |
0 |
New Buy |
2020-12-31 |
| FINANCIAL LIFE ADVISORS
|
583 |
0 |
New Buy |
2020-12-31 |
| Berger Financial Group, Inc
|
579 |
0 |
New Buy |
2020-12-31 |
| Armor Investment Advisors, LLC
|
575 |
575 |
No Change |
2020-12-31 |
| MCDONALD PARTNERS LLC
|
567 |
0 |
New Buy |
2020-12-31 |
| Sugarloaf Wealth Management, LLC
|
560 |
654 |
14% |
2020-12-31 |
| Arkadios Wealth Advisors
|
556 |
521 |
7% |
2020-12-31 |
| Archer Investment Corp
|
551 |
697 |
21% |
2020-12-31 |
| Manchester Capital Management LLC
|
550 |
650 |
15% |
2020-12-31 |
| Feltz Wealth PLAN Inc.
|
549 |
0 |
New Buy |
2020-12-31 |
| KINGS POINT CAPITAL MANAGEMENT
|
531 |
531 |
No Change |
2020-12-31 |
| HARBOR INVESTMENT ADVISORY, LLC
|
526 |
11 |
4,682% |
2020-12-31 |
| Capstone Triton Financial Group, LLC
|
525 |
0 |
New Buy |
2020-12-31 |
| Ten Capital Wealth Advisors, LLC
|
522 |
0 |
New Buy |
2020-12-31 |
| Moser Wealth Advisors, LLC
|
518 |
518 |
No Change |
2020-12-31 |
| Accel Wealth Management
|
506 |
0 |
New Buy |
2020-12-31 |
| Retirement Group, LLC
|
488 |
0 |
New Buy |
2020-12-31 |
| TRUSTCORE FINANCIAL SERVICES, LLC
|
457 |
1 |
45,600% |
2020-12-31 |
| LeJeune Puetz Investment Counsel LLC
|
420 |
420 |
No Change |
2020-12-31 |
| SYM FINANCIAL CORPORATION
|
418 |
803 |
48% |
2020-12-31 |
| Safeguard Investment Advisory Group, LLC
|
417 |
0 |
New Buy |
2020-12-31 |
| Altus Wealth Group LLC
|
404 |
0 |
New Buy |
2020-12-31 |
| Meridian Wealth Partners, LLC
|
390 |
390 |
No Change |
2020-12-31 |
| Meridian Wealth Advisors, LLC
|
389 |
894 |
56% |
2020-12-31 |
| SALEM INVESTMENT COUNSELORS INC
|
376 |
300 |
25% |
2020-12-31 |
| SVB Wealth Advisory, Inc.
|
363 |
363 |
No Change |
2020-12-31 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV
|
355 |
355 |
No Change |
2020-12-31 |
| Sageworth Trust Co
|
350 |
350 |
No Change |
2020-12-31 |
| Stelac Advisory Services LLC
|
318 |
0 |
New Buy |
2020-12-31 |
| Gemmer Asset Management LLC
|
316 |
316 |
No Change |
2020-12-31 |
| VESTOR CAPITAL CORP
|
300 |
300 |
No Change |
2020-12-31 |
| HOWE & RUSLING INC
|
290 |
250 |
16% |
2020-12-31 |
| Capital Investment Advisory Services, LLC
|
289 |
1,595 |
82% |
2020-12-31 |
| Crescent Capital Consulting, LLC
|
30 |
0 |
New Buy |
2020-12-31 |
| Charter Oak Capital Management, LLC
|
279 |
0 |
New Buy |
2020-12-31 |
| McClarren Financial Advisors, Inc.
|
277 |
0 |
New Buy |
2020-12-31 |
| FORT PITT CAPITAL GROUP, LLC
|
274 |
0 |
New Buy |
2020-12-31 |
| Planned Solutions, Inc.
|
273 |
273 |
No Change |
2020-12-31 |
| CBIZ Investment Advisory Services, LLC
|
268 |
268 |
No Change |
2020-12-31 |
| SRS Capital Advisors, Inc.
|
262 |
47 |
457% |
2020-12-31 |
| Wagner Wealth Management, LLC
|
258 |
0 |
New Buy |
2020-12-31 |
| Clearview Wealth Advisors LLC
|
258 |
0 |
New Buy |
2020-12-31 |
| Pacific Center for Financial Services
|
257 |
257 |
No Change |
2020-12-31 |
| Ironwood Wealth Management, llc
|
250 |
250 |
No Change |
2020-12-31 |
| Coastal Capital Group, Inc.
|
249 |
249 |
No Change |
2020-12-31 |
| Pinnacle Bank
|
245 |
245 |
No Change |
2020-12-31 |
| TCI Wealth Advisors, Inc.
|
232 |
232 |
No Change |
2020-12-31 |
| Samalin Investment Counsel, LLC
|
230 |
250 |
8% |
2020-12-31 |
| Pacitti Group Inc.
|
225 |
225 |
No Change |
2020-12-31 |
| Cascade Investment Advisors, Inc.
|
220 |
220 |
No Change |
2020-12-31 |
| RWM Asset Management, LLC
|
220 |
0 |
New Buy |
2020-12-31 |
| MOTCO
|
213 |
243 |
12% |
2020-12-31 |
| Freedman Financial Associates, Inc.
|
213 |
0 |
New Buy |
2020-12-31 |
| Prime Capital Investment Advisors, LLC
|
210 |
156 |
35% |
2020-12-31 |
| WOLFF WIESE MAGANA LLC
|
203 |
0 |
New Buy |
2020-12-31 |
| PineBridge Investments Ltd
|
200 |
200 |
No Change |
2020-12-31 |
| PEOPLES FINANCIAL SERVICES CORP.
|
198 |
0 |
New Buy |
2020-12-31 |
| Larson Financial Group LLC
|
197 |
197 |
No Change |
2020-12-31 |
| Hanson Investment Management
|
194 |
55 |
253% |
2020-12-31 |
| NVWM, LLC
|
185 |
0 |
New Buy |
2020-12-31 |
| Hartland & Co., LLC
|
181 |
317 |
43% |
2020-12-31 |
| Lindbrook Capital, LLC
|
181 |
228 |
21% |
2020-12-31 |
| Carolina Wealth Advisors, LLC
|
168 |
192 |
13% |
2020-12-31 |
| Summit Investment Advisors, Inc.
|
167 |
167 |
No Change |
2020-12-31 |
| Goodwin Investment Advisory
|
1 |
0 |
New Buy |
2020-12-31 |
| Pacifica Partners Inc.
|
156 |
156 |
No Change |
2020-12-31 |
| Disciplined Investments, LLC
|
154 |
154 |
No Change |
2020-12-31 |
| Johnson Financial Group, Inc.
|
150 |
150 |
No Change |
2020-12-31 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
143 |
144 |
1% |
2020-12-31 |
| WEBSTER BANK, N. A.
|
135 |
160 |
16% |
2020-12-31 |
| Edge Wealth Management LLC
|
135 |
135 |
No Change |
2020-12-31 |
| MANCHESTER FINANCIAL INC
|
133 |
133 |
No Change |
2020-12-31 |
| BROWN BROTHERS HARRIMAN & CO
|
127 |
138 |
8% |
2020-12-31 |
| Cranbrook Wealth Management, LLC
|
110 |
110 |
No Change |
2020-12-31 |
| Parkside Financial Bank & Trust
|
109 |
109 |
No Change |
2020-12-31 |
| CNB Bank
|
109 |
109 |
No Change |
2020-12-31 |
| Tortoise Investment Management, LLC
|
108 |
0 |
New Buy |
2020-12-31 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
|
107 |
117 |
9% |
2020-12-31 |
| B, B, H, & B INC.
|
107 |
0 |
New Buy |
2020-12-31 |
| JFS WEALTH ADVISORS, LLC
|
104 |
262 |
60% |
2020-12-31 |
| Private Ocean, LLC
|
100 |
0 |
New Buy |
2020-12-31 |
| HBC Financial Services, PLLC
|
100 |
100 |
No Change |
2020-12-31 |
| Oder Investment Management, LLC
|
94 |
0 |
New Buy |
2020-12-31 |
| Brand Asset Management Group, Inc.
|
92 |
92 |
No Change |
2020-12-31 |
| WASHINGTON TRUST CO
|
90 |
90 |
No Change |
2020-12-31 |
| Clean Yield Group
|
90 |
0 |
New Buy |
2020-12-31 |
| Addison Advisors LLC
|
82 |
0 |
New Buy |
2020-12-31 |
| Concord Wealth Partners
|
80 |
0 |
New Buy |
2020-12-31 |
| Hoover Financial Advisors, Inc.
|
79 |
33 |
139% |
2020-12-31 |
| Orion Capital Management LLC
|
76 |
0 |
New Buy |
2020-12-31 |
| MONTAG A & ASSOCIATES INC
|
65 |
0 |
New Buy |
2020-12-31 |
| DIVIDEND GROWTH ADVISORS, LLC
|
64 |
0 |
New Buy |
2020-12-31 |
| Global Wealth Management Investment Advisory, Inc.
|
63 |
63 |
No Change |
2020-12-31 |
| Sawyer & Company, Inc
|
58 |
58 |
No Change |
2020-12-31 |
| Ellevest, Inc.
|
58 |
58 |
No Change |
2020-12-31 |
| Pinnacle Wealth Planning Services, Inc.
|
56 |
0 |
New Buy |
2020-12-31 |
| Asset Dedication, LLC
|
55 |
55 |
No Change |
2020-12-31 |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
|
54 |
54 |
No Change |
2020-12-31 |
| Vectors Research Management, LLC
|
54 |
54 |
No Change |
2020-12-31 |
| Princeton Global Asset Management LLC
|
52 |
52 |
No Change |
2020-12-31 |
| Heritage Wealth Advisors
|
51 |
0 |
New Buy |
2020-12-31 |
| THOMPSON SIEGEL & WALMSLEY LLC
|
50 |
144 |
65% |
2020-12-31 |
| Joseph P. Lucia & Associates, LLC
|
50 |
0 |
New Buy |
2020-12-31 |
| Inspire Advisors, LLC
|
48 |
0 |
New Buy |
2020-12-31 |
| Gradient Investments LLC
|
44 |
44 |
No Change |
2020-12-31 |
| Roble, Belko & Company, Inc
|
42 |
42 |
No Change |
2020-12-31 |
| ATWOOD & PALMER INC
|
40 |
40 |
No Change |
2020-12-31 |
| Blume Capital Management, Inc.
|
40 |
40 |
No Change |
2020-12-31 |
| Sonora Investment Management, LLC
|
36 |
36 |
No Change |
2020-12-31 |
| WFA of San Diego, LLC
|
30 |
0 |
New Buy |
2020-12-31 |
| Cordasco Financial Network
|
25 |
25 |
No Change |
2020-12-31 |
| Sound Income Strategies, LLC
|
25 |
25 |
No Change |
2020-12-31 |
| McIlrath & Eck, LLC
|
25 |
259 |
90% |
2020-12-31 |
| HHM Wealth Advisors, LLC
|
24 |
333 |
93% |
2020-12-31 |
| Prestige Wealth Management Group LLC
|
23 |
23 |
No Change |
2020-12-31 |
| McCarthy Asset Management, Inc.
|
23 |
0 |
New Buy |
2020-12-31 |
| Merrion Investment Management Co, LLC
|
23 |
0 |
New Buy |
2020-12-31 |
| BDO Wealth Advisors, LLC
|
20 |
20 |
No Change |
2020-12-31 |
| Investors Research Corp
|
20 |
20 |
No Change |
2020-12-31 |
| Evolution Wealth Advisors, LLC
|
20 |
1,712 |
99% |
2020-12-31 |
| Professional Financial Advisors, LLC
|
20 |
20 |
No Change |
2020-12-31 |
| Fortis Advisors, LLC
|
19 |
19 |
No Change |
2020-12-31 |
| DUNCKER STREETT & CO INC
|
17 |
17 |
No Change |
2020-12-31 |
| Baystate Wealth Management LLC
|
17 |
99 |
83% |
2020-12-31 |
| JAMES INVESTMENT RESEARCH INC
|
15 |
0 |
New Buy |
2020-12-31 |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC
|
15 |
262 |
94% |
2020-12-31 |
| Enterprise Trust & Investment Co
|
15 |
15 |
No Change |
2020-12-31 |
| Global Trust Asset Management, LLC
|
12 |
12 |
No Change |
2020-12-31 |
| Providence Capital Advisors, LLC
|
12 |
0 |
New Buy |
2020-12-31 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.
|
11 |
11 |
No Change |
2020-12-31 |
| AdvisorNet Financial, Inc
|
11 |
11 |
No Change |
2020-12-31 |
| Phoenix Wealth Advisors
|
11 |
0 |
New Buy |
2020-12-31 |
| Riverview Trust Co
|
8 |
8 |
No Change |
2020-12-31 |
| Efficient Wealth Management LLC
|
5 |
5 |
No Change |
2020-12-31 |
| ISLAY CAPITAL MANAGEMENT, LLC
|
5 |
5 |
No Change |
2020-12-31 |
| First Personal Financial Services
|
3 |
0 |
New Buy |
2020-12-31 |
| CENTRAL BANK & TRUST CO
|
0 |
350 |
Sold Out |
2020-12-31 |
| Vigilant Capital Management, LLC
|
0 |
168 |
Sold Out |
2020-12-31 |
| TOMPKINS FINANCIAL CORP
|
0 |
43 |
Sold Out |
2020-12-31 |
| NORTHWEST INVESTMENT COUNSELORS, LLC
|
0 |
22 |
Sold Out |
2020-12-31 |
| PICTET ASSET MANAGEMENT LTD
|
0 |
5,355 |
Sold Out |
2020-12-31 |
| NOMURA ASSET MANAGEMENT CO LTD
|
0 |
1,300 |
Sold Out |
2020-12-31 |
| HSBC HOLDINGS PLC
|
0 |
2,861 |
Sold Out |
2020-12-31 |
| SUNRISE PARTNERS LLC /CT
|
0 |
12,197 |
Sold Out |
2020-12-31 |
| Forest Hill Capital, LLC
|
0 |
1,200 |
Sold Out |
2020-12-31 |
| HighTower Advisors, LLC
|
0 |
282,098 |
Sold Out |
2020-12-31 |
| Clear Harbor Asset Management, LLC
|
0 |
90 |
Sold Out |
2020-12-31 |
| MATHER GROUP, INC.
|
0 |
713 |
Sold Out |
2020-12-31 |
| CFG Asset Management LLC
|
0 |
89 |
Sold Out |
2020-12-31 |
| Advisors Preferred, LLC
|
0 |
47 |
Sold Out |
2020-12-31 |
| FORTE CAPITAL LLC /ADV
|
0 |
692 |
Sold Out |
2020-12-31 |
| Capital Analysts, Inc.
|
0 |
743 |
Sold Out |
2020-12-31 |
| Belvedere Trading LLC
|
0 |
20,570 |
Sold Out |
2020-12-31 |
| Koshinski Asset Management, Inc.
|
0 |
836 |
Sold Out |
2020-12-31 |
| Carnick & Kubik Group, LLC
|
0 |
7,084 |
Sold Out |
2020-12-31 |
| Summit X, LLC
|
0 |
410 |
Sold Out |
2020-12-31 |
| Ascension Asset Management LLC
|
0 |
11,204 |
Sold Out |
2020-12-31 |
| MEITAV DASH INVESTMENTS LTD
|
0 |
7,628 |
Sold Out |
2020-12-31 |
| Smart Money Group LLC
|
0 |
9,800 |
Sold Out |
2020-12-31 |
| F3Logic, LLC
|
0 |
8 |
Sold Out |
2020-12-31 |
| Nachman Norwood & Parrott, Inc
|
0 |
480 |
Sold Out |
2020-12-31 |
| Campbell Wealth Management
|
0 |
708 |
Sold Out |
2020-12-31 |
| Biltmore Capital Advisors LLC
|
0 |
52 |
Sold Out |
2020-12-31 |
| Patriot Investment Management Inc.
|
0 |
5,733 |
Sold Out |
2020-12-31 |
| Zions Bancorporation, N.A.
|
0 |
60 |
Sold Out |
2020-12-31 |
| Spectrum Wealth Advisory Group, LLC
|
0 |
896 |
Sold Out |
2020-12-31 |
| Strategic Wealth Designers
|
0 |
1,520 |
Sold Out |
2020-12-31 |
| Filbrandt Wealth Management, LLC
|
0 |
277 |
Sold Out |
2020-12-31 |
| ROYAL BANK OF CANADA
|
626,288 |
552,584 |
13% |
2020-09-30 |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
|
197,509 |
180,906 |
9% |
2020-09-30 |
| Miller Investment Management, LP
|
58,752 |
58,076 |
1% |
2020-09-30 |
| Stearns Financial Services Group
|
45,684 |
50,459 |
9% |
2020-09-30 |
| Private Advisor Group, LLC
|
45,189 |
43,972 |
3% |
2020-09-30 |
| McMahon Financial Advisors, LLC
|
35,752 |
34,215 |
4% |
2020-09-30 |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC
|
28,180 |
27,125 |
4% |
2020-09-30 |
| Cornerstone Advisory, LLP
|
7,294 |
7,199 |
1% |
2020-09-30 |
| THRIVENT FINANCIAL FOR LUTHERANS
|
1,895 |
17,149 |
89% |
2020-09-30 |
| First Allied Advisory Services, Inc.
|
20,679 |
23,765 |
13% |
2020-09-30 |
| CVA Family Office, LLC
|
19,290 |
19,304 |
0% |
2020-09-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC
|
18,509 |
18,481 |
0% |
2020-09-30 |
| NEVILLE RODIE & SHAW INC
|
12,674 |
12,607 |
1% |
2020-09-30 |
| MACQUARIE GROUP LTD
|
12,342 |
12,342 |
No Change |
2020-09-30 |
| Zurich Insurance Group Ltd/FI
|
9,843 |
9,843 |
No Change |
2020-09-30 |
| Cascadia Advisory Services, LLC
|
9,747 |
10,424 |
6% |
2020-09-30 |
| Greytown Advisors Inc.
|
9,310 |
9,193 |
1% |
2020-09-30 |
| Parsec Financial Management, Inc.
|
7,661 |
7,997 |
4% |
2020-09-30 |
| Houlihan Financial Resource Group, Ltd.
|
6,001 |
0 |
New Buy |
2020-09-30 |
| Voya Financial Advisors, Inc.
|
5,803 |
12,487 |
54% |
2020-09-30 |
| Pathway Financial Advisors LLC
|
5,800 |
5,800 |
No Change |
2020-09-30 |
| WMS Partners, LLC
|
4,976 |
4,976 |
No Change |
2020-09-30 |
| ARGI Investment Services, LLC
|
4,945 |
5,102 |
3% |
2020-09-30 |
| FIRST HORIZON NATIONAL CORP
|
4,596 |
0 |
New Buy |
2020-09-30 |
| Private Portfolio Partners LLC
|
4,119 |
4,019 |
2% |
2020-09-30 |
| BRONFMAN E.L. ROTHSCHILD, L.P.
|
3,361 |
4,494 |
25% |
2020-09-30 |
| PACIFIC SUN FINANCIAL CORP
|
3,181 |
3,126 |
2% |
2020-09-30 |
| NORTHSTAR WEALTH PARTNERS LLC
|
2,905 |
2,500 |
16% |
2020-09-30 |
| Partnervest Advisory Services LLC
|
2,608 |
4,163 |
37% |
2020-09-30 |
| Laurel Wealth Advisors, Inc.
|
2,534 |
0 |
New Buy |
2020-09-30 |
| FCG ADVISORS, LLC
|
2,404 |
1,914 |
26% |
2020-09-30 |
| SCBT FINANCIAL CORP
|
260 |
2,322 |
89% |
2020-09-30 |
| HM PAYSON & CO
|
0 |
2,038 |
Sold Out |
2020-09-30 |
| Gladstone Institutional Advisory LLC
|
2,030 |
2,185 |
7% |
2020-09-30 |
| Head & Associates, LLC
|
1,991 |
2,041 |
2% |
2020-09-30 |
| ETRADE Capital Management LLC
|
252 |
345 |
27% |
2020-09-30 |
| Capital Asset Advisory Services LLC
|
1,643 |
1,612 |
2% |
2020-09-30 |
| Bell Rock Capital LLC
|
1,356 |
1,159 |
17% |
2020-09-30 |
| FinTrust Capital Advisors, LLC
|
1,162 |
0 |
New Buy |
2020-09-30 |
| Hochman Cole Investment Advisors, Inc.
|
1,075 |
1,258 |
15% |
2020-09-30 |
| Homrich & Berg
|
1,068 |
0 |
New Buy |
2020-09-30 |
| WESBANCO BANK INC
|
996 |
1,047 |
5% |
2020-09-30 |
| Jackson, Grant Investment Advisers, Inc.
|
940 |
938 |
0% |
2020-09-30 |
| Wealth Alliance
|
903 |
920 |
2% |
2020-09-30 |
| LifePlan Financial Group, Inc
|
827 |
53 |
1,460% |
2020-09-30 |
| Capital Square, LLC
|
775 |
0 |
New Buy |
2020-09-30 |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV
|
660 |
0 |
New Buy |
2020-09-30 |
| SHINE INVESTMENT ADVISORY SERVICES INC
|
543 |
541 |
0% |
2020-09-30 |
| WEST BANCORPORATION INC
|
536 |
536 |
No Change |
2020-09-30 |
| Rosenberg Matthew Hamilton
|
500 |
500 |
No Change |
2020-09-30 |
| JEPPSON WEALTH MANAGEMENT, LLC
|
473 |
0 |
New Buy |
2020-09-30 |
| FIRST MANHATTAN CO
|
423 |
459 |
8% |
2020-09-30 |
| TRUST CO OF VERMONT
|
326 |
331 |
2% |
2020-09-30 |
| BNC WEALTH MANAGEMENT, LLC
|
290 |
0 |
New Buy |
2020-09-30 |
| Rockbridge Investment Management, LCC
|
255 |
255 |
No Change |
2020-09-30 |
| PACES FERRY WEALTH ADVISORS, LLC
|
14 |
0 |
New Buy |
2020-09-30 |
| Allianz Asset Management AG
|
0 |
5,252 |
Sold Out |
2020-09-30 |
| Stonebridge Capital Advisors LLC
|
0 |
80 |
Sold Out |
2020-09-30 |
|
|
|
|
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