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STOCK TICKER:
W. P. Carey & Co. LLC   (ticker: WPC)
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 24,810,290 0 New Buy 2020-06-30
STATE STREET CORP 7,546,626 6,547,471 15% 2020-06-30
J P MORGAN CHASE & CO 5,355,512 3,614,100 48% 2020-06-30
COHEN & STEERS INC 4,822,300 0 New Buy 2020-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,711,095 2,605,412 4% 2020-06-30
GEODE CAPITAL MANAGEMENT LLC 2,626,704 0 New Buy 2020-06-30
DIMENSIONAL FUND ADVISORS INC 2,561,040 2,532,213 1% 2020-06-30
LEGAL & GENERAL GROUP PLC 1,820,817 2,137,830 15% 2020-06-30
NORTHERN TRUST CORP 1,727,144 0 New Buy 2020-06-30
CENTERSQUARE INVESTMENT MANAGEMENT LLC 74,922 26,730 180% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 1,576,198 1,682,597 6% 2020-06-30
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1,445,490 1,451,173 0% 2020-06-30
UBS Group AG 1,316,182 1,432,805 8% 2020-06-30
PGGM Investments 1,248,257 1,626,034 23% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1,191,807 0 New Buy 2020-06-30
Sumitomo Mitsui Trust Holdings, Inc. 992,003 991,048 0% 2020-06-30
Bank of New York Mellon CORP 964,980 799,076 21% 2020-06-30
Swiss National Bank 907,328 1,113,873 19% 2020-06-30
GOLDMAN SACHS GROUP INC 821,924 0 New Buy 2020-06-30
Nuveen Asset Management, LLC 73,462 66,696 10% 2020-06-30
CREDIT SUISSE/ 726,997 485,665 50% 2020-06-30
DAVENPORT & CO LLC 712,984 741,560 4% 2020-06-30
MORGAN STANLEY 698,175 0 New Buy 2020-06-30
FIRST TRUST ADVISORS LP 694,618 796,747 13% 2020-06-30
AMERIPRISE FINANCIAL INC 675,074 0 New Buy 2020-06-30
BROWN ADVISORY HOLDINGS INC 659,152 0 New Buy 2020-06-30
Susquehanna International Group, LLP 650,636 340,949 91% 2020-06-30
WELLS FARGO & CO/MN 527,970 557,041 5% 2020-06-30
BANK OF AMERICA CORP /DE/ 507,207 0 New Buy 2020-06-30
ZACKS INVESTMENT MANAGEMENT 485,376 0 New Buy 2020-06-30
MILLENNIUM MANAGEMENT LLC 467,382 0 New Buy 2020-06-30
LPL Financial CORP 450,865 465,742 3% 2020-06-30
ROYAL BANK OF CANADA 443,378 0 New Buy 2020-06-30
DIAM Co., Ltd. 443,314 459,824 4% 2020-06-30
BROOKFIELD ASSET MANAGEMENT INC. 441,045 0 New Buy 2020-06-30
VIRGINIA RETIREMENT SYSTEMS ET AL 432,100 268,300 61% 2020-06-30
Advisors Capital Management, LLC 410,465 398,508 3% 2020-06-30
CANADA PENSION PLAN INVESTMENT BOARD 376,596 387,271 3% 2020-06-30
Ranger Global Real Estate Advisors, LLC 369,053 0 New Buy 2020-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 342,913 338,942 1% 2020-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 315,416 0 New Buy 2020-06-30
APG All Pensions Group 311,268 85,500 264% 2020-06-30
NN Investment Partners Holdings N.V. 304,999 294,470 4% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 297,639 0 New Buy 2020-06-30
National Pension Service 288,070 239,876 20% 2020-06-30
NEW YORK STATE COMMON RETIREMENT FUND 279,600 306,100 9% 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 278,590 272,828 2% 2020-06-30
Twin Tree Management, LP 262,800 70,500 273% 2020-06-30
BNP Paribas Investment Partners S.A. 247,361 185,437 33% 2020-06-30
BB&T CORP 244,012 0 New Buy 2020-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 240,573 69,191 248% 2020-06-30
STRS OHIO 238,014 257,267 7% 2020-06-30
PRUDENTIAL FINANCIAL INC 212,870 20,642 931% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 210,994 244,431 14% 2020-06-30
Caption Management, LLC 207,760 0 New Buy 2020-06-30
Invesco Ltd. 199,141 0 New Buy 2020-06-30
RHUMBLINE ADVISERS 197,514 249,863 21% 2020-06-30
Alden Global Capital LLC 193,400 0 New Buy 2020-06-30
TWO SIGMA ADVISERS, LLC 189,500 0 New Buy 2020-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 187,218 196,978 5% 2020-06-30
GREAT WEST LIFE ASSURANCE CO /CAN/ 185,204 177,667 4% 2020-06-30
HighTower Advisors, LLC 1,500 184,329 99% 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 171,835 259,241 34% 2020-06-30
GATEWAY INVESTMENT ADVISERS LLC 170,980 174,441 2% 2020-06-30
ALLIANCEBERNSTEIN L.P. 168,257 171,626 2% 2020-06-30
BARCLAYS PLC 166,813 69,659 139% 2020-06-30
ING CLARION REAL ESTATE SECURITIES/N L.P. 162,000 162,000 No Change 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 158,100 119,401 32% 2020-06-30
JANE STREET GROUP, LLC 153,722 34,045 352% 2020-06-30
PIONEER INVESTMENT MANAGEMENT INC 148,277 0 New Buy 2020-06-30
CITIGROUP INC 147,247 89,863 64% 2020-06-30
HSBC HOLDINGS PLC 144,777 0 New Buy 2020-06-30
AMP Capital Investors Ltd 144,766 0 New Buy 2020-06-30
Foundry Partners, LLC 139,274 0 New Buy 2020-06-30
Mitsubishi UFJ Trust & Banking Corp 1,747 5,177 66% 2020-06-30
RAYMOND JAMES & ASSOCIATES 130,713 135,138 3% 2020-06-30
Feltz Wealth PLAN Inc. 129,173 0 New Buy 2020-06-30
AMERICAN CENTURY COMPANIES INC 128,875 573,776 78% 2020-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 125,600 1,231 10,103% 2020-06-30
HGI Capital Management, LLC 122,940 0 New Buy 2020-06-30
COMMERCE BANK N A/MO 118,198 114,647 3% 2020-06-30
Hanson McClain, Inc. 114,972 4,094 2,708% 2020-06-30
State of New Jersey Common Pension Fund D 114,947 120,666 5% 2020-06-30
QS Investors, LLC 110,074 0 New Buy 2020-06-30
EATON VANCE MANAGEMENT 107,585 107,972 0% 2020-06-30
Marshall Wace North America, L.P. 104,409 0 New Buy 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 100,130 151,101 34% 2020-06-30
STATE OF WISCONSIN INVESTMENT BOARD 98,869 91,230 8% 2020-06-30
Raymond James Financial Services Advisors, Inc. 97,991 107,521 9% 2020-06-30
NICHOLAS CO INC /WI 95,300 83,300 14% 2020-06-30
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 94,718 89,351 6% 2020-06-30
PICTET ASSET MANAGEMENT LTD 91,884 0 New Buy 2020-06-30
FMR LLC 90,635 0 New Buy 2020-06-30
BANK OF MONTREAL /CAN/ 85,867 76,735 12% 2020-06-30
WOLVERINE TRADING, LLC 84,580 53,273 59% 2020-06-30
Employees Retirement System of Texas 84,500 84,500 No Change 2020-06-30
FRANKLIN RESOURCES INC 83,419 62,293 34% 2020-06-30
GUGGENHEIM CAPITAL LLC 81,801 78,451 4% 2020-06-30
EWG Elevate Inc. 77,976 141,197 45% 2020-06-30
NISA INVESTMENT ADVISORS L L C 77,178 58,526 32% 2020-06-30
SHELL ASSET MANAGEMENT CO 76,923 76,446 1% 2020-06-30
Integrys Wealth Advisors LLC 75,423 82,131 8% 2020-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 75,098 79,757 6% 2020-06-30
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 73,462 66,696 10% 2020-06-30
HENDERSON GROUP PLC 73,312 416,707 82% 2020-06-30
SG Americas Securities, LLC 72,389 27,578 162% 2020-06-30
Janney Montgomery Scott LLC 72,076 59,317 22% 2020-06-30
CULLEN FROST BANKERS INC 762 4,246 82% 2020-06-30
D. E. Shaw & Co., INC. (David E. Shaw) 70,631 0 New Buy 2020-06-30
Treasurer of the State of North Carolina 65,464 73,729 11% 2020-06-30
HRT FINANCIAL LLC 65,171 0 New Buy 2020-06-30
Private Advisor Group, LLC 64,710 104,518 38% 2020-06-30
Mutual Advisors, LLC 63,839 0 New Buy 2020-06-30
SHEETS SMITH & ASSOCIATES INC 63,688 65,368 3% 2020-06-30
ROYAL LONDON ASSET MANAGEMENT LTD 62,803 62,803 No Change 2020-06-30
Stony Point Wealth Management Inc. 60,764 58,481 4% 2020-06-30
KARPAS STRATEGIES LLC 60,225 61,725 2% 2020-06-30
Andra AP-fonden 59,500 0 New Buy 2020-06-30
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 58,238 76,338 24% 2020-06-30
Wellington Shields Capital Management, LLC 57,863 58,753 2% 2020-06-30
BLAIR WILLIAM & CO/IL 57,017 66,284 14% 2020-06-30
AVIVA PLC 56,921 60,111 5% 2020-06-30
Pinz Capital Management, LP 53,100 0 New Buy 2020-06-30
EXCHANGE TRADED CONCEPTS, LLC 52,495 49,388 6% 2020-06-30
MACQUARIE GROUP LTD 51,610 47,551 9% 2020-06-30
Aperio Group, LLC 51,436 77,771 34% 2020-06-30
Monashee Investment Management LLC 50,000 0 New Buy 2020-06-30
Alaska Retirement Management Board 48,612 125,215 61% 2020-06-30
COZAD ASSET MANAGEMENT INC 46,202 44,593 4% 2020-06-30
Korea Investment CORP 46,000 43,000 7% 2020-06-30
Forward Management, LLC 45,000 0 New Buy 2020-06-30
Orinda Asset Management LLC 45,000 20,000 125% 2020-06-30
BESSEMER GROUP INC 44,000 44,000 No Change 2020-06-30
BAHL & GAYNOR INC 43,980 0 New Buy 2020-06-30
Daiwa Securities Group Inc. 43,402 43,402 No Change 2020-06-30
Rock Point Advisors, LLC 42,184 42,844 2% 2020-06-30
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 41,900 73,000 43% 2020-06-30
MERITAGE PORTFOLIO MANAGEMENT 41,503 0 New Buy 2020-06-30
HighPoint Advisor Group LLC 41,240 0 New Buy 2020-06-30
Standard Life Aberdeen plc 41,227 0 New Buy 2020-06-30
TWO SIGMA INVESTMENTS LLC 41,213 0 New Buy 2020-06-30
DUPONT CAPITAL MANAGEMENT 40,995 34,237 20% 2020-06-30
Rafferty Asset Management, LLC 40,919 7,260 464% 2020-06-30
Arizona State Retirement System 40,130 125,308 68% 2020-06-30
NewFocus Financial Group, LLC 39,777 38,620 3% 2020-06-30
Gulf International Bank (UK) Ltd 39,070 39,070 No Change 2020-06-30
Utah Retirement Systems 38,764 0 New Buy 2020-06-30
VAN ECK ASSOCIATES CORP 38,749 45,103 14% 2020-06-30
ACCIDENT COMPENSATION CORP 38,652 26,555 46% 2020-06-30
Creative Planning 37,853 33,876 12% 2020-06-30
Neuberger Berman Group LLC 37,774 51,589 27% 2020-06-30
Robeco Institutional Asset Management B.V. 37,138 31,924 16% 2020-06-30
DekaBank Deutsche Girozentrale 36,424 15,046 142% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 35,912 0 New Buy 2020-06-30
Handelsbanken Fonder AB 35,907 0 New Buy 2020-06-30
Rench Wealth Management, Inc. 35,621 35,444 0% 2020-06-30
SEI INVESTMENTS CO 34,945 37,375 7% 2020-06-30
H D Vest Advisory Services 34,831 34,543 1% 2020-06-30
CENTAURUS FINANCIAL, INC. 34,768 26,399 32% 2020-06-30
Weaver Consulting Group 32,810 32,950 0% 2020-06-30
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 31,496 30,353 4% 2020-06-30
Legacy Financial Advisors, Inc. 30,726 30,726 No Change 2020-06-30
Skandinaviska Enskilda Banken AB (publ) 30,651 31,975 4% 2020-06-30
Pensionfund DSM Netherlands 30,300 30,300 No Change 2020-06-30
Ensign Peak Advisors, Inc 29,945 7,801 284% 2020-06-30
FORSTA AP-FONDEN 29,800 28,000 6% 2020-06-30
WELLINGTON MANAGEMENT CO LLP 29,540 14,323 106% 2020-06-30
SeaBridge Investment Advisors LLC 28,599 27,939 2% 2020-06-30
TFG Advisers LLC 0 26,996 Sold Out 2020-06-30
Kerntke Otto McGlone Wealth Management Group 27,906 27,111 3% 2020-06-30
ING INVESTMENT MANAGEMENT LLC 27,807 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 27,631 27,911 1% 2020-06-30
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 27,607 18,847 46% 2020-06-30
US BANCORP DE 27,217 26,194 4% 2020-06-30
AE Wealth Management LLC 27,130 29,115 7% 2020-06-30
ASSOCIATED BANC-CORP 26,800 26,800 No Change 2020-06-30
Gradient Capital Advisors, LLC 26,541 26,765 1% 2020-06-30
BOOTHBAY FUND MANAGEMENT, LLC 24,882 0 New Buy 2020-06-30
EUROPEAN INVESTORS INC 24,711 24,711 No Change 2020-06-30
BlueMar Capital Management, LLC 24,700 0 New Buy 2020-06-30
METROPOLITAN LIFE INSURANCE CO/NY 24,699 18,384 34% 2020-06-30
SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,340 1,340 No Change 2020-06-30
RMB Capital Management, LLC 24,340 25,464 4% 2020-06-30
Magnetar Financial LLC 23,930 0 New Buy 2020-06-30
Point72 Asset Management, L.P. 23,300 0 New Buy 2020-06-30
DnB NOR Asset Management AS 22,073 0 New Buy 2020-06-30
ProShare Advisors LLC 21,790 0 New Buy 2020-06-30
M&T BANK CORP 21,701 21,324 2% 2020-06-30
Horan Capital Advisors, LLC. 21,625 22,665 5% 2020-06-30
Optimal Asset Management, Inc. 0 36,079 Sold Out 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 21,325 16,560 29% 2020-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 21,116 21,116 No Change 2020-06-30
Ancora Advisors, LLC 21,010 21,551 3% 2020-06-30
Russell Investments Group, Ltd. 20,978 46,061 54% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 20,873 10,201 105% 2020-06-30
V Wealth Management,LLC 20,798 21,395 3% 2020-06-30
PANAGORA ASSET MANAGEMENT INC 20,484 24,529 16% 2020-06-30
KBC Group NV 20,257 19,816 2% 2020-06-30
Multi-Financial Securities Corp 20,235 34,573 41% 2020-06-30
CIBC Global Asset Management Inc 20,205 19,299 5% 2020-06-30
Wellington Shields & Co., LLC 20,021 20,518 2% 2020-06-30
AdvisorNet Financial, Inc 19,886 20,014 1% 2020-06-30
Sumitomo Mitsui Asset Management Company, LTD 19,826 18,047 10% 2020-06-30
Wambolt & Associates, LLC 19,799 19,424 2% 2020-06-30
GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 19,600 19,700 1% 2020-06-30
Wealthcare Advisory Partners LLC 19,128 18,078 6% 2020-06-30
GAMCO INVESTORS, INC. ET AL 19,100 24,100 21% 2020-06-30
Presima inc. 18,861 0 New Buy 2020-06-30
Alpha Omega Wealth Management LLC 18,860 19,860 5% 2020-06-30
CI INVESTMENTS INC. 18,859 0 New Buy 2020-06-30
Yale Capital CORP 18,681 18,387 2% 2020-06-30
Lakeview Capital Partners, LLC 18,490 18,490 No Change 2020-06-30
Columbia Asset Management 18,265 20,600 11% 2020-06-30
Achmea Investment Management B.V. 18,215 27,866 35% 2020-06-30
Vident Investment Advisory, LLC 18,001 19,857 9% 2020-06-30
BP PLC 18,000 18,000 No Change 2020-06-30
GLYNN JA & CO 17,932 17,923 0% 2020-06-30
STIFEL FINANCIAL CORP 161 0 New Buy 2020-06-30
STEPHENS INC /AR/ 17,278 20,330 15% 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 16,993 26,997 37% 2020-06-30
Paradigm Financial Partners, LLC 16,912 20,472 17% 2020-06-30
FLC Capital Advisors 16,719 16,206 3% 2020-06-30
Sonora Investment Management, LLC 16,518 17,473 5% 2020-06-30
CWM, LLC 16,484 13,334 24% 2020-06-30
Baird Financial Group, Inc. 500 2,888 83% 2020-06-30
Aurora Private Wealth, Inc. 16,264 24,983 35% 2020-06-30
MACKENZIE FINANCIAL CORP 16,225 44,784 64% 2020-06-30
Virtue Capital Management, LLC 15,929 0 New Buy 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 15,282 15,282 No Change 2020-06-30
GRIFFIN ASSET MANAGEMENT, INC. 15,180 15,070 1% 2020-06-30
Colony Capital, Inc. 15,000 10,000 50% 2020-06-30
AQR CAPITAL MANAGEMENT LLC 14,935 18,173 18% 2020-06-30
Sigma Planning Corp 14,717 22,656 35% 2020-06-30
Financial Network 14,637 14,640 0% 2020-06-30
Old Port Advisors 14,414 13,992 3% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 14,261 18,666 24% 2020-06-30
Patton Albertson & Miller, LLC 14,252 18,619 23% 2020-06-30
Mariner Wealth Advisors, LLC 14,073 15,057 7% 2020-06-30
Dai-Ichi Life Insurance Company, Ltd 14,028 21,034 33% 2020-06-30
Weiss Multi-Strategy Advisers LLC 14,022 0 New Buy 2020-06-30
Mirae Asset Global Investments Co., Ltd. 13,944 5,294 163% 2020-06-30
Redpoint Investment Management Pty Ltd 13,812 11,073 25% 2020-06-30
Cubist Systematic Strategies, LLC 13,735 6,916 99% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 13,614 7,914 72% 2020-06-30
CLIENT 1ST ADVISORY GROUP, LLC 13,527 13,527 No Change 2020-06-30
Cornerstone Wealth Group, LLC 13,192 13,224 0% 2020-06-30
Connor, Clark & Lunn Investment Management Ltd. 13,175 0 New Buy 2020-06-30
AMICA MUTUAL INSURANCE CO 13,163 13,163 No Change 2020-06-30
Heritage Wealth Advisors 13,122 0 New Buy 2020-06-30
J.W. COLE ADVISORS, INC. 13,122 0 New Buy 2020-06-30
Candriam Luxembourg S.C.A. 500 18,005 97% 2020-06-30
Integrated Wealth Concepts LLC 12,944 12,320 5% 2020-06-30
Pensionfund Sabic 12,700 12,700 No Change 2020-06-30
IFM Investors Pty Ltd 12,640 19,152 34% 2020-06-30
SRS Capital Advisors, Inc. 12,629 0 New Buy 2020-06-30
RVB CAPITAL MANAGEMENT LLC 12,500 0 New Buy 2020-06-30
Adams Wealth Management 12,299 14,289 14% 2020-06-30
S.A.C. Capital Advisors (Hong Kong) Ltd. 12,181 1,361 795% 2020-06-30
TD ASSET MANAGEMENT INC 12,120 12,420 2% 2020-06-30
Richard P Slaughter Associates Inc 0 12,114 Sold Out 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 11,950 9,650 24% 2020-06-30
ALLSTATE CORP 11,839 12,952 9% 2020-06-30
DAVIDSON D A & CO 11,820 41,024 71% 2020-06-30
PEAK6 Investments LLC 11,700 0 New Buy 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 11,639 11,638 0% 2020-06-30
First City Capital Management, Inc. 11,635 10,935 6% 2020-06-30
Eldridge Investment Advisors, Inc. 11,350 11,950 5% 2020-06-30
HORIZON ASSET MANAGEMENT INC/NY 11,300 11,300 No Change 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 11,260 0 New Buy 2020-06-30
Cetera Investment Advisers 11,213 8,693 29% 2020-06-30
Sawyer & Company, Inc 11,035 11,035 No Change 2020-06-30
RFG Advisory Group, LLC 11,001 8,296 33% 2020-06-30
Insight Wealth Partners, LLC 10,983 10,983 No Change 2020-06-30
FIRST MANHATTAN CO 10,970 26,470 59% 2020-06-30
Equitable Holdings, Inc. 10,810 0 New Buy 2020-06-30
New England Investment & Retirement Group, Inc. 10,562 200,415 95% 2020-06-30
National Asset Management, Inc. 18 10,771 100% 2020-06-30
FIRST QUADRANT L P/CA 10,445 0 New Buy 2020-06-30
ALPS ADVISERS INC 10,343 11,052 6% 2020-06-30
Stratos Wealth Partners, LTD. 10,046 10,047 0% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10,028 9,942 1% 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,000 10,000 No Change 2020-06-30
Advisory Services Network, LLC 9,998 0 New Buy 2020-06-30
Carnegie Capital Asset Management, LLC 9,693 9,693 No Change 2020-06-30
FIFTH THIRD BANCORP 9,671 5,400 79% 2020-06-30
Independent Advisor Alliance 9,664 11,097 13% 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 9,402 9,706 3% 2020-06-30
Banque Cantonale Vaudoise 9,400 12,600 25% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 9,337 9,336 0% 2020-06-30
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 9,300 27,900 67% 2020-06-30
VISTA INVESTMENT MANAGEMENT 9,213 3,825 141% 2020-06-30
GROUP ONE TRADING, L.P. 9,011 0 New Buy 2020-06-30
Morse Asset Management, Inc 9,000 9,050 1% 2020-06-30
Diligent Investors, LLC 8,973 8,914 1% 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 8,779 8,645 2% 2020-06-30
D.B. Root & Company, LLC 8,750 9,370 7% 2020-06-30
INSIGHT 2811, INC. 8,726 10,225 15% 2020-06-30
Allianz Asset Management AG 8,717 10,348 16% 2020-06-30
SEEYOND 8,711 0 New Buy 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 8,708 8,952 3% 2020-06-30
Davis Capital Management 8,457 0 New Buy 2020-06-30
Voya Financial Advisors, Inc. 8,329 0 New Buy 2020-06-30
Quantbot Technologies LLC 8,256 0 New Buy 2020-06-30
Landmark Financial Advisors, LLC 8,253 8,253 No Change 2020-06-30
First National Bank of Mount Dora, Trust Investment Services 8,200 8,200 No Change 2020-06-30
Financial Strategy Network, LLC 8,044 12,169 34% 2020-06-30
LexAurum Advisors, LLC 8,018 8,018 No Change 2020-06-30
Kovack Advisors, Inc. 8,003 8,941 10% 2020-06-30
RB Capital Management, LLC 7,954 6,248 27% 2020-06-30
GUYASUTA INVESTMENT ADVISORS INC 7,910 6,895 15% 2020-06-30
AMALGAMATED BANK 7,714 0 New Buy 2020-06-30
ATRIA INVESTMENTS LLC 7,683 0 New Buy 2020-06-30
Community Capital Management, Inc. 7,500 9,200 18% 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 7,495 0 New Buy 2020-06-30
Winslow, Evans & Crocker, Inc. 7,454 7,454 No Change 2020-06-30
Cooper Financial Group 7,423 6,966 7% 2020-06-30
Belpointe Asset Management LLC 7,306 0 New Buy 2020-06-30
MADDEN SECURITIES Corp 7,250 0 New Buy 2020-06-30
Legg Mason Asset Management (Japan) Co., Ltd. 7,238 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 7,183 8,261 13% 2020-06-30
Ayrshire Capital Management LLC 7,167 7,613 6% 2020-06-30
AlphaCrest Capital Management LLC 7,109 10,270 31% 2020-06-30
PHILADELPHIA TRUST CO 7,000 6,500 8% 2020-06-30
Austin Private Wealth, LLC 6,959 6,959 No Change 2020-06-30
SCHAFER CULLEN CAPITAL MANAGEMENT INC 6,885 6,965 1% 2020-06-30
Kathmere Capital Management, LLC 6,716 5,796 16% 2020-06-30
Detalus Advisors, LLC 6,640 7,182 8% 2020-06-30
Archer Investment Corp 0 5,300 Sold Out 2020-06-30
Sheaff Brock Investment Advisors, LLC 6,594 6,838 4% 2020-06-30
CEDAR CAPITAL, LLC 6,520 7,423 12% 2020-06-30
IHT Wealth Management, LLC 6,509 13,078 50% 2020-06-30
NORTHSTAR INVESTMENT ADVISORS LLC 6,481 10,521 38% 2020-06-30
Capital Investment Advisory Services, LLC 6,452 6,067 6% 2020-06-30
XML Financial, LLC 6,334 0 New Buy 2020-06-30
Quantitative Systematic Strategies LLC 6,192 0 New Buy 2020-06-30
Cascadia Advisory Services, LLC 6,106 0 New Buy 2020-06-30
H&H Retirement Design & Management INC 6,063 0 New Buy 2020-06-30
KNOTT DAVID M 6,000 0 New Buy 2020-06-30
MDAM Asset Management Co., Ltd. 5,990 6,240 4% 2020-06-30
RAYMOND JAMES TRUST CO 5,971 6,139 3% 2020-06-30
IBM Retirement Fund 5,828 5,899 1% 2020-06-30
Kalos Management, Inc. 5,812 0 New Buy 2020-06-30
Covington Capital Management 5,750 5,750 No Change 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 5,685 5,332 7% 2020-06-30
Campbell Wealth Management 5,673 3,654 55% 2020-06-30
Unigestion Holding SA 5,666 347,117 98% 2020-06-30
Jackson Wealth Management, LLC 5,656 0 New Buy 2020-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 5,654 13,482 58% 2020-06-30
BTC Capital Management, Inc. 5,649 5,379 5% 2020-06-30
DF DENT & CO INC 5,625 0 New Buy 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 5,624 4,451 26% 2020-06-30
Arete Wealth Advisors, LLC 5,606 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 5,568 6,034 8% 2020-06-30
Cutler Group LP 5,500 4,207 31% 2020-06-30
Vishria Bird Financial Group, LLC 5,461 5,461 No Change 2020-06-30
Mirador Capital Partners LP 5,435 6,654 18% 2020-06-30
Royal Fund Management, LLC 0 4,521 Sold Out 2020-06-30
Summit Wealth Group, LLC 5,340 5,340 No Change 2020-06-30
Capital Planning Advisors, LLC 5,269 5,269 No Change 2020-06-30
Sawtooth Asset Management, Inc. 5,236 0 New Buy 2020-06-30
MACKAY SHIELDS LLC 600 12,388 95% 2020-06-30
NEXT Financial Group, Inc 5,201 5,204 0% 2020-06-30
Legacy Wealth Partners, Inc. 5,159 0 New Buy 2020-06-30
World Asset Management Inc 5,121 5,079 1% 2020-06-30
1ST SOURCE BANK 5,000 5,000 No Change 2020-06-30
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 5,000 0 New Buy 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 5,000 5,000 No Change 2020-06-30
IFP Advisors, Inc 4,998 9,666 48% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,968 5,834 15% 2020-06-30
Cornerstone Wealth Management, LLC 4,883 0 New Buy 2020-06-30
Blue Chip Wealth Management, Inc. 4,873 4,872 0% 2020-06-30
GLENMEDE TRUST CO NA 4,868 4,922 1% 2020-06-30
Personal Capital Advisors Corp 4,839 5,079 5% 2020-06-30
Teamwork Financial Advisors, LLC 4,819 0 New Buy 2020-06-30
Engineers Gate Manager LP 4,800 0 New Buy 2020-06-30
Maple Capital Management, Inc. 4,750 0 New Buy 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,676 0 New Buy 2020-06-30
LVW Advisors, LLC 4,658 3,858 21% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 4,612 5,078 9% 2020-06-30
GLOBEFLEX CAPITAL L P 4,590 0 New Buy 2020-06-30
Conestoga Capital Advisors, LLC 4,550 4,850 6% 2020-06-30
Blue Chip Partners, Inc. 4,542 9,586 53% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,526 4,733 4% 2020-06-30
Kingsview Wealth Management, LLC 4,483 5,063 11% 2020-06-30
FCA CORP /TX 4,470 4,470 No Change 2020-06-30
FORA Capital, LLC 4,371 0 New Buy 2020-06-30
MITCHELL SINKLER & STARR/PA 4,280 8,630 50% 2020-06-30
Brown Advisory Securities, LLC 4,279 4,279 No Change 2020-06-30
Brio Consultants, LLC 4,269 4,238 1% 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 4,250 12,498 66% 2020-06-30
Garrison Financial Corp 4,220 4,763 11% 2020-06-30
OPTIMUM INVESTMENT ADVISORS 4,200 4,200 No Change 2020-06-30
WEDBUSH MORGAN SECURITIES INC 4,161 4,280 3% 2020-06-30
Joel Isaacson & Co., LLC 4,158 3,758 11% 2020-06-30
Hanson Investment Management 4,103 0 New Buy 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 4,090 16,662 75% 2020-06-30
REGIONS FINANCIAL CORP 4,087 4,237 4% 2020-06-30
BOSTON FAMILY OFFICE LLC 4,035 4,910 18% 2020-06-30
HM PAYSON & CO 2,200 0 New Buy 2020-06-30
ARGI Investment Services, LLC 4,017 3,992 1% 2020-06-30
TPG Financial Advisors, LLC 3,907 3,907 No Change 2020-06-30
Symphony Financial, Ltd. Co. 3,904 0 New Buy 2020-06-30
OneAscent Financial Services LLC 3,901 3,901 No Change 2020-06-30
COLONY GROUP LLC 3,884 3,993 3% 2020-06-30
Virtu Financial LLC 3,818 0 New Buy 2020-06-30
Vestmark Advisory Solutions, Inc. 3,799 0 New Buy 2020-06-30
High Falls Advisors, Inc 3,797 0 New Buy 2020-06-30
Plancorp, LLC 3,744 3,744 No Change 2020-06-30
MEITAV DASH INVESTMENTS LTD 3,739 0 New Buy 2020-06-30
Braun-Bostich & Associates Inc. 3,721 4,651 20% 2020-06-30
Advisor OS, LLC 3,721 0 New Buy 2020-06-30
Capital Asset Advisory Services LLC 3,695 0 New Buy 2020-06-30
Menard Financial Group LLC 3,666 0 New Buy 2020-06-30
Claraphi Advisory Network, LLC 3,639 0 New Buy 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 3,600 0 New Buy 2020-06-30
NorthRock Partners, LLC 3,578 0 New Buy 2020-06-30
LAZARD ASSET MANAGEMENT LLC 3,575 3,200 12% 2020-06-30
Van Hulzen Asset Management, LLC 3,455 3,455 No Change 2020-06-30
CARRET ASSET MANAGEMENT 3,426 0 New Buy 2020-06-30
MA Private Wealth 3,394 0 New Buy 2020-06-30
PROEQUITIES, INC. 3,383 3,351 1% 2020-06-30
FULLER & THALER ASSET MANAGEMENT, INC. 3,375 3,800 11% 2020-06-30
Alpha Cubed Investments, LLC 3,375 0 New Buy 2020-06-30
Atom Investors LP 3,351 0 New Buy 2020-06-30
Sowell Financial Services LLC 3,345 3,610 7% 2020-06-30
Homrich & Berg 3,332 0 New Buy 2020-06-30
Poehling Capital Management, LLC 3,285 0 New Buy 2020-06-30
TWO SIGMA SECURITIES, LLC 3,283 0 New Buy 2020-06-30
LINCOLN NATIONAL CORP 103 0 New Buy 2020-06-30
OPPENHEIMER & CO INC 3,219 0 New Buy 2020-06-30
Walleye Trading Advisors, LLC 3,217 0 New Buy 2020-06-30
MEIJI YASUDA LIFE INSURANCE CO 3,216 3,705 13% 2020-06-30
WOODSTOCK CORP 3,176 0 New Buy 2020-06-30
Perigon Wealth Management, LLC 3,143 3,370 7% 2020-06-30
Beacon Pointe Advisors, LLC 3,138 0 New Buy 2020-06-30
Dynamic Advisors Solutions LLC 3,083 0 New Buy 2020-06-30
TOWNSQUARE CAPITAL LLC 3,046 3,411 11% 2020-06-30
BCS Wealth Management 3,040 0 New Buy 2020-06-30
Brookstone Capital Management 3,029 0 New Buy 2020-06-30
PROFUND ADVISORS LLC 3,014 0 New Buy 2020-06-30
Private Harbour Investment Management & Counsel, LLC 3,000 0 New Buy 2020-06-30
Head & Associates, LLC 2,997 0 New Buy 2020-06-30
First Heartland Consultants, Inc. 2,988 0 New Buy 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 2,938 2,938 No Change 2020-06-30
Lenox Wealth Management, Inc. 2,827 2,827 No Change 2020-06-30
Amica Retiree Medical Trust 2,726 2,726 No Change 2020-06-30
SYNOVUS FINANCIAL CORP 2,704 5,882 54% 2020-06-30
Ellis Investment Partners, LLC 2,662 320 732% 2020-06-30
AllSquare Wealth Management LLC 2,300 2,400 4% 2020-06-30
Jacobi Capital Management LLC 2,270 2,000 14% 2020-06-30
AMERICAN INTERNATIONAL GROUP INC 2,236 2,783 20% 2020-06-30
Advisors Asset Management, Inc. 2,206 0 New Buy 2020-06-30
Global Wealth Management Investment Advisory, Inc. 2,191 1,911 15% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 2,091 0 New Buy 2020-06-30
Kore Private Wealth LLC 2,035 0 New Buy 2020-06-30
BALDWIN BROTHERS INC/MA 2,000 4,000 50% 2020-06-30
Demars Financial Group, LLC 1,945 0 New Buy 2020-06-30
Vestcor Investment Management Corp 1,927 5,620 66% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 1,926 0 New Buy 2020-06-30
Parallel Advisors, LLC 1,872 1,905 2% 2020-06-30
Sandy Spring Bank 1,863 1,863 No Change 2020-06-30
Livforsakringsaktiebolaget Skandia (publ) 1,800 1,800 No Change 2020-06-30
Tower Research Capital LLC 1,794 0 New Buy 2020-06-30
Focused Wealth Management, Inc 1,756 1,743 1% 2020-06-30
TRUST CO OF VERMONT 1,750 1,750 No Change 2020-06-30
Global Retirement Partners, LLC 1,568 719 118% 2020-06-30
Harvest Fund Management Co., Ltd 1,560 1,560 No Change 2020-06-30
Gradient Investments LLC 1,534 1,534 No Change 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 600 600 No Change 2020-06-30
Financial Management Professionals, Inc. 1,483 1,483 No Change 2020-06-30
Sound Income Strategies, LLC 1,441 1,506 4% 2020-06-30
ROPES WEALTH ADVISORS LLC 1,376 1,726 20% 2020-06-30
Taylor Hoffman Wealth Management 1,370 0 New Buy 2020-06-30
JNBA Financial Advisors 1,343 1,394 4% 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1,319 1,319 No Change 2020-06-30
Lucia Wealth Services, LLC 1,242 1,562 20% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 1,218 1,218 No Change 2020-06-30
Kistler-Tiffany Companies, LLC 1,200 1,200 No Change 2020-06-30
WHITTIER TRUST CO 1,100 1,100 No Change 2020-06-30
SIGNATUREFD, LLC 1,001 3,632 72% 2020-06-30
BROWN BROTHERS HARRIMAN & CO 1,000 0 New Buy 2020-06-30
Ellevest, Inc. 965 255 278% 2020-06-30
Ironwood Wealth Management, llc 962 962 No Change 2020-06-30
Private Capital Group, LLC 929 689 35% 2020-06-30
QUADRANT CAPITAL GROUP LLC 906 0 New Buy 2020-06-30
ACADIAN ASSET MANAGEMENT LLC 869 0 New Buy 2020-06-30
Johnson Financial Group, Inc. 850 850 No Change 2020-06-30
TCI Wealth Advisors, Inc. 825 831 1% 2020-06-30
Atlas Private Wealth Management 823 0 New Buy 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 800 800 No Change 2020-06-30
Cedar Wealth Management, LLC 800 0 New Buy 2020-06-30
MCF Advisors LLC 782 782 No Change 2020-06-30
HOWE & RUSLING INC 780 988 21% 2020-06-30
Bay Harbor Wealth Management, LLC 743 743 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 703 703 No Change 2020-06-30
Filbrandt Wealth Management, LLC 700 700 No Change 2020-06-30
Orion Portfolio Solutions, LLC 695 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 672 672 No Change 2020-06-30
LifePlan Financial Group, Inc 648 648 No Change 2020-06-30
WASHINGTON TRUST CO 643 643 No Change 2020-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 630 0 New Buy 2020-06-30
Glassman Wealth Services 611 553 10% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 599 2,193 73% 2020-06-30
Laurel Wealth Advisors LLC 596 596 No Change 2020-06-30
TD Capital Management LLC 588 578 2% 2020-06-30
Meridian Wealth Partners, LLC 580 0 New Buy 2020-06-30
Lindbrook Capital, LLC 554 425 30% 2020-06-30
HHM Wealth Advisors, LLC 545 545 No Change 2020-06-30
IndexIQ Advisors LLC 506 60 743% 2020-06-30
Oakworth Capital, Inc. 501 501 No Change 2020-06-30
UNIONBANCAL CORP 500 600 17% 2020-06-30
Community Bank, N.A. 497 762 35% 2020-06-30
Tortoise Investment Management, LLC 477 477 No Change 2020-06-30
CSat Investment Advisory, L.P. 437 413 6% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 431 0 New Buy 2020-06-30
TOMPKINS FINANCIAL CORP 405 405 No Change 2020-06-30
Carroll Financial Associates, Inc. 400 876 54% 2020-06-30
Dougherty Wealth Advisers LLC 400 400 No Change 2020-06-30
Certified Advisory Corp 393 390 1% 2020-06-30
Baystate Wealth Management LLC 381 927 59% 2020-06-30
CREDIT AGRICOLE S A 373 373 No Change 2020-06-30
Capital Analysts, Inc. 354 349 1% 2020-06-30
Capital Advisory Group Advisory Services, LLC 347 347 No Change 2020-06-30
Hoover Financial Advisors, Inc. 324 0 New Buy 2020-06-30
Semmax Financial Advisors Inc. 316 316 No Change 2020-06-30
RPG Investment Advisory, LLC 300 300 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 286 286 No Change 2020-06-30
Cribstone Capital Management, LLC 286 295 3% 2020-06-30
Truvestments Capital LLC 254 0 New Buy 2020-06-30
Elmwood Wealth Management, Inc. 246 0 New Buy 2020-06-30
HUNTINGTON NATIONAL BANK 1 1 No Change 2020-06-30
Balentine LLC 241 0 New Buy 2020-06-30
Penserra Capital Management LLC 240 261 8% 2020-06-30
BerganKDV Wealth Management, LLC 227 208 9% 2020-06-30
Joseph P. Lucia & Associates, LLC 200 200 No Change 2020-06-30
Pacitti Group Inc. 200 200 No Change 2020-06-30
tru Independence LLC 194 0 New Buy 2020-06-30
Virtus ETF Advisers LLC 168 0 New Buy 2020-06-30
Endurance Wealth Management, Inc. 160 0 New Buy 2020-06-30
Atlas Private Wealth Advisors 152 0 New Buy 2020-06-30
EARNEST PARTNERS LLC 114 114 No Change 2020-06-30
Carmichael Hill & Associates, Inc. 104 104 No Change 2020-06-30
Sugarloaf Wealth Management, LLC 103 101 2% 2020-06-30
HORIZON BANCORP /IN/ 100 100 No Change 2020-06-30
1776 Wealth LLC 100 0 New Buy 2020-06-30
Berman Capital Advisors, LLC 96 234 59% 2020-06-30
Cordasco Financial Network 95 0 New Buy 2020-06-30
FSA Wealth Management LLC 94 0 New Buy 2020-06-30
Private Ocean, LLC 92 1,297 93% 2020-06-30
Zions Bancorporation, N.A. 87 0 New Buy 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 75 0 New Buy 2020-06-30
TORONTO DOMINION BANK 0 69,095 Sold Out 2020-06-30
Rockefeller Capital Management L.P. 55 842 93% 2020-06-30
CITY HOLDING CO 43 43 No Change 2020-06-30
Bartlett & Co. LLC 40 0 New Buy 2020-06-30
Procyon Private Wealth Partners, LLC 37 0 New Buy 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 17 125 86% 2020-06-30
Prestige Wealth Management Group LLC 15 133 89% 2020-06-30
MEEDER ASSET MANAGEMENT INC 8 219 96% 2020-06-30
JFS WEALTH ADVISORS, LLC 6 11 45% 2020-06-30
Valeo Financial Advisors, LLC 1 0 New Buy 2020-06-30
PRUDENTIAL CORP PLC 0 8,609 Sold Out 2020-06-30
Cullen Capital Management, LLC 0 6,965 Sold Out 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 0 10,142 Sold Out 2020-06-30
GRUSS & CO INC 0 40,877 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 1,049 Sold Out 2020-06-30
WETHERBY ASSET MANAGEMENT INC 0 3,683 Sold Out 2020-06-30
Welch Group, LLC 0 2,598 Sold Out 2020-06-30
BAINCO INTERNATIONAL INVESTORS 0 1,315 Sold Out 2020-06-30
AGF FUNDS INC 0 3,535 Sold Out 2020-06-30
SUNRISE PARTNERS LLC /CT 0 18,384 Sold Out 2020-06-30
CAPITAL MANAGEMENT ASSOCIATES /NY/ 0 7,000 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 653 Sold Out 2020-06-30
LS Investment Advisors, LLC 0 563 Sold Out 2020-06-30
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0 4,405 Sold Out 2020-06-30
Parkside Financial Bank & Trust 0 10 Sold Out 2020-06-30
Richard Bernstein Advisors LLC 0 24,729 Sold Out 2020-06-30
TOBAM 0 35,979 Sold Out 2020-06-30
A. D. Beadell Investment Counsel, Inc. 0 32,500 Sold Out 2020-06-30
Winton Capital Group Ltd 0 16,124 Sold Out 2020-06-30
OLD MISSION CAPITAL LLC 0 13,319 Sold Out 2020-06-30
VALLEY NATIONAL ADVISERS INC 0 183 Sold Out 2020-06-30
Evanson Asset Management, LLC 0 3,670 Sold Out 2020-06-30
Goss Wealth Management LLC 0 4,768 Sold Out 2020-06-30
Gratus Capital LLC 0 5,747 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 594 Sold Out 2020-06-30
Massey, Quick & Co., LLC 0 20 Sold Out 2020-06-30
FFCM LLC 0 9,632 Sold Out 2020-06-30
Private Advisory Group LLC 0 3,841 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 4,675 Sold Out 2020-06-30
Summit Global Investments 0 163,717 Sold Out 2020-06-30
Krueger & Catalano Capital Partners, LLC 0 19,479 Sold Out 2020-06-30
CX Institutional 0 611 Sold Out 2020-06-30
AIA Investment Management Private Ltd 0 1,529 Sold Out 2020-06-30
Magnus Financial Group LLC 0 4,369 Sold Out 2020-06-30
Western Wealth Management, LLC 0 9,933 Sold Out 2020-06-30
OPSEU Pension Plan Trust Fund 0 12,412 Sold Out 2020-06-30
SlateStone Wealth, LLC 0 4,300 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 88 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 1,550 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 100 Sold Out 2020-06-30
IEQ CAPITAL, LLC 0 3,916 Sold Out 2020-06-30
Illinois Municipal Retirement Fund 0 7,071 Sold Out 2020-06-30
Perennial Investment Advisors, LLC 0 3,678 Sold Out 2020-06-30
Key FInancial Inc 0 1,203 Sold Out 2020-06-30
XTX MARKETS LLC 0 5,735 Sold Out 2020-06-30
EPG Wealth Management LLC 0 383 Sold Out 2020-06-30
BALLAST ADVISORS LLC 0 1,781 Sold Out 2020-06-30
Wealth Quarterback LLC 0 32 Sold Out 2020-06-30
BROOKTREE CAPITAL MANAGEMENT 0 300 Sold Out 2020-06-30
Total Clarity Wealth Management, Inc. 0 6,300 Sold Out 2020-06-30
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1,429,544 1,388,638 3% 2020-03-31
DEUTSCHE BANK AG 235,031 372,913 37% 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 68,955 98,389 30% 2020-03-31
Capital Square, LLC 48,008 40,701 18% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 45,884 41,001 12% 2020-03-31
Xact Kapitalforvaltning AB 37,204 32,210 16% 2020-03-31
MML INVESTORS SERVICES, LLC 37,111 21,304 74% 2020-03-31
Wealthstar Advisors, LLC 31,281 33,342 6% 2020-03-31
Pennsylvania Trust Co 28,069 28,369 1% 2020-03-31
CHICAGO EQUITY PARTNERS LLC 21,605 47,405 54% 2020-03-31
RPg Family Wealth Advisory, LLC 20,616 20,129 2% 2020-03-31
WESTPAC BANKING CORP 19,996 11,448 75% 2020-03-31
Strategic Wealth Advisors Group,Inc. 14,351 16,133 11% 2020-03-31
Silversage Advisors 14,226 14,236 0% 2020-03-31
Waterloo Capital, L.P. 10,500 0 New Buy 2020-03-31
Noven Financial Group, Inc. 9,583 9,551 0% 2020-03-31
SIMPLEX TRADING, LLC 8,033 0 New Buy 2020-03-31
Independence Wealth Advisors, Inc. 7,575 9,434 20% 2020-03-31
NORDEA INVESTMENT MANAGEMENT AB 7,333 6,283 17% 2020-03-31
Allen Capital Group, LLC 7,320 8,087 9% 2020-03-31
PRIVATE TRUST CO NA 6,079 6,201 2% 2020-03-31
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 4,820 0 New Buy 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 4,700 0 New Buy 2020-03-31
Laurel Wealth Advisors, Inc. 4,696 4,696 No Change 2020-03-31
UMA Financial Services, Inc. 4,531 4,321 5% 2020-03-31
Atlantic Trust Group, LLC 4,325 10,852 60% 2020-03-31
Resources Investment Advisors, Inc. 4,156 0 New Buy 2020-03-31
GV Capital Management 3,804 0 New Buy 2020-03-31
Stratford Consulting, LLC 3,631 3,586 1% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 2,994 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 2,666 2,678 0% 2020-03-31
Golden State Wealth Management, LLC 2,468 0 New Buy 2020-03-31
Steward Partners Investment Advisory, LLC 1,193 1,779 33% 2020-03-31
Princeton Global Asset Management LLC 869 869 No Change 2020-03-31
Gierl Augustine Investment Management Inc 825 825 No Change 2020-03-31
Neo Ivy Capital Management 580 0 New Buy 2020-03-31
Willingdon Wealth Management 173 34,359 99% 2020-03-31
Financial Gravity Wealth, Inc. 0 7 Sold Out 2020-03-31
OAKBROOK INVESTMENTS LLC 0 3,460 Sold Out 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 0 5,000 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 1,527 Sold Out 2020-03-31
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