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STOCK TICKER:
FINANCIAL SEL SPDR   (ticker: XLF)
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
CHURCHILL MANAGEMENT GROUP /CA/ 7,364,671 0 New Buy 2021-03-31
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,215,873 1,215,873 No Change 2021-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 1,825,962 0 New Buy 2021-03-31
OLD NATIONAL BANCORP /IN/ 888,496 900,415 1% 2021-03-31
Private Advisor Group, LLC 761,396 0 New Buy 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 495,926 469,020 6% 2021-03-31
Evolution Wealth Advisors, LLC 334,160 317,043 5% 2021-03-31
Hanlon Investment Management, Inc. 325,793 324,335 0% 2021-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 316,791 36,191 775% 2021-03-31
Carnegie Capital Asset Management, LLC 312,479 309,335 1% 2021-03-31
Leicht Financial Planning & Wealth Management, Inc. 307,146 0 New Buy 2021-03-31
Busey Trust CO 304,339 310,136 2% 2021-03-31
Deane Retirement Strategies, Inc. 303,694 293,926 3% 2021-03-31
CHEMUNG CANAL TRUST CO 301,881 104,940 188% 2021-03-31
Stillwater Investment Management, LLC 292,775 280,269 4% 2021-03-31
Astor Investment Management LLC 277,862 0 New Buy 2021-03-31
Polaris Wealth Advisers, LLC 272,673 297,879 8% 2021-03-31
Galvin, Gaustad & Stein, LLC 227,317 231,655 2% 2021-03-31
Krilogy Financial LLC 217,982 225,309 3% 2021-03-31
MOULTON WEALTH MANAGEMENT, INC 215,029 147,724 46% 2021-03-31
BURNS J W & CO INC/NY 183,855 181,552 1% 2021-03-31
TOTH FINANCIAL ADVISORY CORP 170,149 131,520 29% 2021-03-31
WAGNER CAPITAL MANAGEMENT CORP 169,846 169,407 0% 2021-03-31
Silverleafe Capital Partners, LLC 160,390 57,920 177% 2021-03-31
David R. Rahn & Associates Inc. 156,170 0 New Buy 2021-03-31
Modus Advisors, LLC 150,052 148,874 1% 2021-03-31
CENTRAL BANK & TRUST CO 143,160 143,455 0% 2021-03-31
Brookstone Capital Management 118,970 74,741 59% 2021-03-31
North Star Investment Management Corp. 117,748 99,129 19% 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 111,229 104,249 7% 2021-03-31
Trust Co 110,748 141,302 22% 2021-03-31
First Financial Bank, N.A. - Trust Division 109,806 115,536 5% 2021-03-31
TIAA, FSB 1,200 1,200 No Change 2021-03-31
Bay Rivers Group 99,122 98,218 1% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 86,678 68,479 27% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 85,066 104,177 18% 2021-03-31
V Wealth Management,LLC 898 0 New Buy 2021-03-31
VALICENTI ADVISORY SERVICES INC 80,615 73,945 9% 2021-03-31
CITY HOLDING CO 80,383 73,771 9% 2021-03-31
Integer Wealth Advisors Group LLC 71,315 0 New Buy 2021-03-31
First National Bank of Hutchinson 0 68,476 Sold Out 2021-03-31
Novak Financial Planning, LLC 69,520 69,345 0% 2021-03-31
TSFG, LLC 69,162 27,110 155% 2021-03-31
Gyroscope Capital Management Group, LLC 67,777 74,247 9% 2021-03-31
Elevated Capital Advisors, LLC 65,430 0 New Buy 2021-03-31
IFG Advisory, LLC 64,963 64,152 1% 2021-03-31
CAPITAL INSIGHT PARTNERS, LLC 64,563 64,628 0% 2021-03-31
Canton Hathaway, LLC 64,076 54,580 17% 2021-03-31
WHITE BAY PT LLC 150 0 New Buy 2021-03-31
Valeo Financial Advisors, LLC 61,298 61,964 1% 2021-03-31
Centric Wealth Management 58,908 0 New Buy 2021-03-31
Fulcrum Equity Management 57,691 0 New Buy 2021-03-31
BUTENSKY & COHEN FINANCIAL SECURITY, INC 57,567 57,697 0% 2021-03-31
Investors Financial Group, LLC 50,876 45,020 13% 2021-03-31
Prairiewood Capital, LLC 48,679 48,264 1% 2021-03-31
HUNTINGTON NATIONAL BANK 44,727 46,280 3% 2021-03-31
PLIMOTH TRUST CO LLC 42,504 47,281 10% 2021-03-31
Country Club Trust Company, n.a. 42,419 44,559 5% 2021-03-31
HBW Advisory Services LLC 42,291 28,846 47% 2021-03-31
Coastal Investment Advisors, Inc. 42,236 41,065 3% 2021-03-31
E&G Advisors, LP 40,167 35,942 12% 2021-03-31
Enterprise Trust & Investment Co 37,867 37,867 No Change 2021-03-31
Successful Portfolios LLC 37,367 37,267 0% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 36,237 36,387 0% 2021-03-31
Rye Brook Capital LLC 36,000 0 New Buy 2021-03-31
PERSONAL CFO SOLUTIONS, LLC 34,765 43,698 20% 2021-03-31
Strategic Investment Advisors / MI 34,264 0 New Buy 2021-03-31
NBT BANK N A /NY 33,756 34,993 4% 2021-03-31
INGALLS & SNYDER LLC 32,350 33,420 3% 2021-03-31
MITCHELL SINKLER & STARR/PA 31,350 8,450 271% 2021-03-31
MTM Investment Management, LLC 30,264 29,717 2% 2021-03-31
Global Retirement Partners, LLC 30,092 9,344 222% 2021-03-31
Carroll Financial Associates, Inc. 29,386 25,183 17% 2021-03-31
OPTIMUM INVESTMENT ADVISORS 28,197 28,697 2% 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 27,889 28,468 2% 2021-03-31
McGuire Investment Group, LLC 27,467 29,125 6% 2021-03-31
FIRST HAWAIIAN BANK 27,420 0 New Buy 2021-03-31
West Financial Advisors, LLC 27,323 0 New Buy 2021-03-31
Boltwood Capital Management 27,063 28,008 3% 2021-03-31
Sowa Financial Group, Inc. 26,188 2,410 987% 2021-03-31
Berson & Corrado Investment Advisors, LLC 25,430 38,626 34% 2021-03-31
CMG Global Holdings, LLC 25,092 0 New Buy 2021-03-31
NEXT Financial Group, Inc 24,536 30,481 20% 2021-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 23,489 23,547 0% 2021-03-31
N.E.W. Advisory Services LLC 22,946 26,131 12% 2021-03-31
PRIVATE ASSET MANAGEMENT INC 20,563 20,097 2% 2021-03-31
AdvisorNet Financial, Inc 19,937 21,585 8% 2021-03-31
KMG FIDUCIARY PARTNERS, LLC 19,882 16,268 22% 2021-03-31
TELEMUS CAPITAL, LLC 19,307 17,798 8% 2021-03-31
KG&L Capital Management,LLC 18,945 19,113 1% 2021-03-31
Sterling Investment Management, Inc. 17,889 18,990 6% 2021-03-31
Boothe Investment Group, Inc. 17,244 0 New Buy 2021-03-31
Xcel Wealth Management, LLC 16,721 16,174 3% 2021-03-31
Granite Investment Advisors, Inc. 16,550 21,450 23% 2021-03-31
Falcon Wealth Planning 16,396 16,387 0% 2021-03-31
Raub Brock Capital Management LP 16,000 16,000 No Change 2021-03-31
Flagship Private Wealth, LLC 15,997 0 New Buy 2021-03-31
Ballew Advisors, Inc 15,890 15,691 1% 2021-03-31
LYNCH & ASSOCIATES/IN 15,350 15,350 No Change 2021-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15,177 12,967 17% 2021-03-31
Foundations Investment Advisors, LLC 15,168 0 New Buy 2021-03-31
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15,165 13,493 12% 2021-03-31
Bangor Savings Bank 14,576 9,619 52% 2021-03-31
Baystate Wealth Management LLC 14,479 14,831 2% 2021-03-31
Alta Wealth Advisors LLC 14,396 13,396 7% 2021-03-31
MCDONALD PARTNERS LLC 14,003 11,212 25% 2021-03-31
ASSET PLANNING SERVICES INC /LA/ /ADV 14,000 7,550 85% 2021-03-31
Tennessee Valley Asset Management Partners 13,864 14,942 7% 2021-03-31
Brown Miller Wealth Management, LLC 13,710 0 New Buy 2021-03-31
WOLFF WIESE MAGANA LLC 13,246 5,937 123% 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 13,129 12,879 2% 2021-03-31
FIRST UNITED BANK TRUST/ 12,265 12,440 1% 2021-03-31
Intersect Capital LLC 12,213 0 New Buy 2021-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 11,720 10,992 7% 2021-03-31
Legacy Private Trust Co. 11,689 11,388 3% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 11,583 140,869 92% 2021-03-31
COUNTRY TRUST BANK 11,330 39,016 71% 2021-03-31
Acropolis Investment Management, LLC 11,224 11,224 No Change 2021-03-31
ADIRONDACK TRUST CO 10,800 10,860 1% 2021-03-31
Powell Investment Advisors, LLC 10,721 9,888 8% 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 10,567 0 New Buy 2021-03-31
Strategic Wealth Management Group, LLC 10,514 0 New Buy 2021-03-31
Aries Wealth Management 10,488 8,378 25% 2021-03-31
Asset Advisors Investment Management, LLC 10,440 10,440 No Change 2021-03-31
Aurora Private Wealth, Inc. 10,132 18,674 46% 2021-03-31
ARLINGTON PARTNERS LLC 10,030 0 New Buy 2021-03-31
Grassi Investment Management 9,910 0 New Buy 2021-03-31
Bartlett & Co. LLC 9,885 9,885 No Change 2021-03-31
Private Wealth Strategies, L.L.C. 9,866 9,827 0% 2021-03-31
LAKE STREET FINANCIAL LLC 9,854 9,732 1% 2021-03-31
First Command Financial Services, Inc. 9,848 2,550 286% 2021-03-31
PEOPLES FINANCIAL SERVICES CORP. 9,580 1,150 733% 2021-03-31
GPS Wealth Strategies Group, LLC 9,473 9,637 2% 2021-03-31
Centennial Wealth Advisory LLC 9,437 98,218 90% 2021-03-31
LifeSteps Financial, Inc. 9,400 9,850 5% 2021-03-31
COURIER CAPITAL CORP 9,361 9,361 No Change 2021-03-31
Integrated Investment Consultants, LLC 9,323 0 New Buy 2021-03-31
CHICAGO TRUST Co NA 9,197 8,412 9% 2021-03-31
ADVISORS MANAGEMENT GROUP INC /ADV 9,074 0 New Buy 2021-03-31
ROTHSCHILD INVESTMENT CORP /IL 8,967 9,065 1% 2021-03-31
Accredited Investors Inc. 8,512 8,512 No Change 2021-03-31
Beacon Financial Advisory LLC 8,437 8,433 0% 2021-03-31
Mayflower Financial Advisors, LLC 7,929 0 New Buy 2021-03-31
WNY Asset Management, LLC 7,917 0 New Buy 2021-03-31
Aull & Monroe Investment Management Corp 7,581 7,581 No Change 2021-03-31
Cypress Capital Group 7,395 7,395 No Change 2021-03-31
Gilman Hill Asset Management, LLC 7,100 7,100 No Change 2021-03-31
CX Institutional 6,726 14,807 55% 2021-03-31
Oldfather Financial Services, LLC 6,717 0 New Buy 2021-03-31
DFPG INVESTMENTS, INC. 6,712 0 New Buy 2021-03-31
Carlson Capital Management 6,670 0 New Buy 2021-03-31
CRA Financial Services, LLC 6,654 0 New Buy 2021-03-31
Eagle Ridge Investment Management 6,597 0 New Buy 2021-03-31
First National Bank of Mount Dora, Trust Investment Services 6,579 7,829 16% 2021-03-31
APPLETON PARTNERS INC/MA 6,576 0 New Buy 2021-03-31
EWG Elevate Inc. 6,544 0 New Buy 2021-03-31
FIRST MIDWEST BANK TRUST DIVISION 6,462 0 New Buy 2021-03-31
Autus Asset Management, LLC 6,247 0 New Buy 2021-03-31
Butler Wick Trust CO 6,177 0 New Buy 2021-03-31
SlateStone Wealth, LLC 6,027 0 New Buy 2021-03-31
Eidelman Virant Capital 6,000 0 New Buy 2021-03-31
Graves-Light Private Wealth Management, Inc. 5,982 5,982 No Change 2021-03-31
Edge Wealth Management LLC 5,876 6,215 5% 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 5,825 5,525 5% 2021-03-31
Hartford Financial Management Inc. 3,493 2,600 34% 2021-03-31
West Oak Capital, LLC 3,465 3,465 No Change 2021-03-31
Millburn Ridgefield Corp 2,838 0 New Buy 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 2,479 1,199 107% 2021-03-31
AMERICAN NATIONAL BANK 2,115 2,205 4% 2021-03-31
Filbrandt Wealth Management, LLC 2,030 1,200 69% 2021-03-31
PrairieView Partners, LLC 2,000 2,000 No Change 2021-03-31
Bogart Wealth, LLC 1,940 1,940 No Change 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 1,752 1,452 21% 2021-03-31
Sound Income Strategies, LLC 1,629 1,623 0% 2021-03-31
S.A. Mason LLC 1,509 1,509 No Change 2021-03-31
Cordasco Financial Network 1,489 289 415% 2021-03-31
SYM FINANCIAL CORPORATION 1,383 465 197% 2021-03-31
Independence Bank of Kentucky 1,370 1,440 5% 2021-03-31
Private Ocean, LLC 997 0 New Buy 2021-03-31
Gradient Investments LLC 961 900 7% 2021-03-31
MOTCO 820 820 No Change 2021-03-31
Gemmer Asset Management LLC 801 63 1,171% 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 801 801 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 800 800 No Change 2021-03-31
Sugarloaf Wealth Management, LLC 800 312 156% 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 650 650 No Change 2021-03-31
Larson Financial Group LLC 642 642 No Change 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 604 0 New Buy 2021-03-31
BALDWIN BROTHERS INC/MA 10 610 98% 2021-03-31
TRUST CO OF VERMONT 500 0 New Buy 2021-03-31
Pacifica Partners Inc. 495 595 17% 2021-03-31
Private Capital Group, LLC 417 561 26% 2021-03-31
Stewardship Financial Advisors, LLC 254 254 No Change 2021-03-31
Lowe fs, LLC 180 180 No Change 2021-03-31
Phoenix Wealth Advisors 70 70 No Change 2021-03-31
Crewe Advisors LLC 51 0 New Buy 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 5,247 Sold Out 2021-03-31
Calamos Advisors LLC 0 585,000 Sold Out 2021-03-31
RFG Advisory Group, LLC 0 10,126 Sold Out 2021-03-31
FORT PITT CAPITAL GROUP, LLC 0 1 Sold Out 2021-03-31
Global Trust Asset Management, LLC 0 2,600 Sold Out 2021-03-31
FORTEM FINANCIAL GROUP, LLC 0 2,100 Sold Out 2021-03-31
Heartwood Wealth Advisors LLC 0 92,726 Sold Out 2021-03-31
Royal Harbor Partners, LLC 0 74,713 Sold Out 2021-03-31
Johnson Midwest Financial, LLC 0 116 Sold Out 2021-03-31
Moneda S.A. Administradora General de Fondos 0 75,552 Sold Out 2020-12-31
BANK OF AMERICA CORP /DE/ 79,971,686 85,998,033 7% 2020-12-31
J P MORGAN CHASE & CO 54,692,986 37,490,468 46% 2020-12-31
MORGAN STANLEY 46,947,557 0 New Buy 2020-12-31
UBS Group AG 45,438,798 47,023,542 3% 2020-12-31
Susquehanna International Group, LLP 34,315,454 45,823,527 25% 2020-12-31
PRUDENTIAL CORP PLC 29,086,878 6,322,360 360% 2020-12-31
CITIGROUP INC 28,867,419 29,415,193 2% 2020-12-31
BARCLAYS PLC 10,000 10,000 No Change 2020-12-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 0 4,245,700 Sold Out 2020-12-31
WELLS FARGO & CO/MN 17,122,117 27,490,170 38% 2020-12-31
BANK OF NOVA SCOTIA / 16,040,100 3,904,900 311% 2020-12-31
CANADA PENSION PLAN INVESTMENT BOARD 14,780,000 1,000,000 1,378% 2020-12-31
CREDIT SUISSE/ 13,985,309 12,505,446 12% 2020-12-31
Alaska Permanent Fund Corp 13,668,050 9,627,779 42% 2020-12-31
GOLDMAN SACHS GROUP INC 8,900 8,900 No Change 2020-12-31
MILLENNIUM MANAGEMENT LLC 586,741 288,824 103% 2020-12-31
JANE STREET GROUP, LLC 9,112,884 10,939,252 17% 2020-12-31
Janney Montgomery Scott LLC 8,326,199 7,397,862 13% 2020-12-31
Clal Insurance Enterprises Holdings Ltd 7,556,000 9,730,000 22% 2020-12-31
LEONARD GREEN PARTNERS LP 7,500,000 0 New Buy 2020-12-31
BB&T CORP 7,199,511 6,393,141 13% 2020-12-31
FMR LLC 12 7,664,565 100% 2020-12-31
NOMURA HOLDINGS INC 6,621,900 8,731,600 24% 2020-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 6,453,400 1,300,000 396% 2020-12-31
RAYMOND JAMES & ASSOCIATES 6,440,867 5,128,939 26% 2020-12-31
HAP Trading, LLC 5,231,000 0 New Buy 2020-12-31
Psagot Investment House Ltd. 5,174,896 0 New Buy 2020-12-31
LPL Financial CORP 4,720,378 4,972,259 5% 2020-12-31
Swan Wealth Advisors, Inc. 4,652,403 4,929,855 6% 2020-12-31
AMERIPRISE FINANCIAL INC 4,257,168 4,133,163 3% 2020-12-31
Diameter Capital Partners LP 4,230,000 3,000,000 41% 2020-12-31
BANK OF MONTREAL /CAN/ 4,045,503 2,365,228 71% 2020-12-31
NATIXIS 4,000,000 5,000,000 20% 2020-12-31
BESSEMER GROUP INC 3,744,153 3,510 106,571% 2020-12-31
WestEnd Advisors, LLC 3,651,087 3,355,869 9% 2020-12-31
MANUFACTURERES LIFE INSURANCE CO 3,516,849 3,898,656 10% 2020-12-31
Amerivest Investment Management LLC 3,228,298 3,980,389 19% 2020-12-31
D. E. Shaw & Co., INC. (David E. Shaw) 2,740,770 193,000 1,320% 2020-12-31
Raymond James Financial Services Advisors, Inc. 2,721,202 2,489,304 9% 2020-12-31
FFCM LLC 2,710,024 2,711,980 0% 2020-12-31
BlueCrest Capital Management Ltd 2,704,700 1,135,011 138% 2020-12-31
AGF FUNDS INC 2,698,347 2,698,347 No Change 2020-12-31
TIFF ADVISORY SERVICES INC 2,540,593 2,401,776 6% 2020-12-31
STEADFAST CAPITAL MANAGEMENT LLC 2,500,000 0 New Buy 2020-12-31
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 2,500,000 0 New Buy 2020-12-31
Phoenix Holdings Ltd. 2,319,715 1,943,900 19% 2020-12-31
Main Management ETF Advisors, LLC 2,316,895 2,323,140 0% 2020-12-31
WOLVERINE TRADING, LLC 2,199,812 2,246,796 2% 2020-12-31
JEFFERIES GROUP INC /DE/ 0 613,800 Sold Out 2020-12-31
CIBC World Markets Inc. 2,080,000 1,745,542 19% 2020-12-31
Tredje AP-fonden 2,045,000 11,000 18,491% 2020-12-31
Deer Park Road Corp 2,000,000 12,000,000 83% 2020-12-31
Mirae Asset Global Investments Co., Ltd. 1,971,300 1,781,404 11% 2020-12-31
ENVESTNET ASSET MANAGEMENT INC 1,938,613 1,463,895 32% 2020-12-31
HighTower Advisors, LLC 0 1,630,928 Sold Out 2020-12-31
MEITAV DASH INVESTMENTS LTD 1,830,148 2,562,189 29% 2020-12-31
TD ASSET MANAGEMENT INC 1,705,000 0 New Buy 2020-12-31
Pinnacle Advisory Group, Inc. 1,680,532 1,210,387 39% 2020-12-31
Migdal Insurance & Financial Holdings Ltd. 1,667,798 468,897 256% 2020-12-31
Capital Investment Advisors, LLC 1,653,904 1,591,153 4% 2020-12-31
NORTHERN TRUST CORP 1,620,135 1,703,863 5% 2020-12-31
Twin Tree Management, LP 1,531,013 2,719,500 44% 2020-12-31
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1,435,483 776,469 85% 2020-12-31
STIFEL FINANCIAL CORP 3,434 3,434 No Change 2020-12-31
Atom Investors LP 1,381,537 75,000 1,742% 2020-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,363,755 1,031,786 32% 2020-12-31
Point72 Asset Management, L.P. 1,338,000 635,600 111% 2020-12-31
BROWN ADVISORY HOLDINGS INC 0 1,278,256 Sold Out 2020-12-31
Cutler Group LP 0 92,900 Sold Out 2020-12-31
US BANCORP DE 1,283,405 1,300,752 1% 2020-12-31
Main Management LLC 1,255,086 1,596,159 21% 2020-12-31
Partner Fund Management, L.P. 1,188,100 0 New Buy 2020-12-31
Falcon Edge Capital LP 1,135,495 0 New Buy 2020-12-31
Winton Capital Group Ltd 1,081,036 1,569,934 31% 2020-12-31
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 1,018,523 0 New Buy 2020-12-31
Elliott Investment Management L.P. 1,000,000 10,000,000 90% 2020-12-31
BLUEFIN CAPITAL MANAGEMENT, LLC 0 950,500 Sold Out 2020-12-31
GM Advisory Group, Inc. 930,707 31,091 2,893% 2020-12-31
FACTORY MUTUAL INSURANCE CO 911,800 0 New Buy 2020-12-31
CASTLEARK MANAGEMENT LLC 909,280 349,580 160% 2020-12-31
Miracle Mile Advisors, LLC 874,377 846,258 3% 2020-12-31
STATE BANK & TRUST 868,181 900,941 4% 2020-12-31
DEUTSCHE BANK AG 815,788 473,063 72% 2020-12-31
Luxor Capital Group, LP 805,481 805,481 No Change 2020-12-31
SPINNAKER TRUST 789,448 799,773 1% 2020-12-31
CenterStar Asset Management, LLC 753,652 813,055 7% 2020-12-31
Rockefeller Capital Management L.P. 749,250 654,626 14% 2020-12-31
Act Two Investors LLC 748,992 174,616 329% 2020-12-31
Azimuth Capital Management LLC 736,808 724,205 2% 2020-12-31
Symmetry Investments LP 690,100 0 New Buy 2020-12-31
STATE TREASURER STATE OF MICHIGAN 682,617 1,788,417 62% 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 665,415 660,234 1% 2020-12-31
ExodusPoint Capital Management, LP 200,000 14,400 1,289% 2020-12-31
Key Square Capital Management LLC 627,442 0 New Buy 2020-12-31
VESTOR CAPITAL CORP 567,538 361,861 57% 2020-12-31
COWEN AND COMPANY, LLC 545,969 150,000 264% 2020-12-31
ALPS ADVISERS INC 534,964 557,712 4% 2020-12-31
AE Wealth Management LLC 534,480 392,161 36% 2020-12-31
Campbell Wealth Management 527,935 517,759 2% 2020-12-31
Baird Financial Group, Inc. 2,935 2,102 40% 2020-12-31
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 0 500,000 Sold Out 2020-12-31
ARISTEIA CAPITAL LLC 497,056 447,056 11% 2020-12-31
MAVEN SECURITIES Ltd 495,349 186,286 166% 2020-12-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 490,948 182,518 169% 2020-12-31
HOLLENCREST SECURITIES LLC 490,793 487,148 1% 2020-12-31
FOSTER DYKEMA CABOT & CO INC/MA 488,131 0 New Buy 2020-12-31
Orion Portfolio Solutions, LLC 484,245 487,910 1% 2020-12-31
FIFTH THIRD BANCORP 477,242 478,631 0% 2020-12-31
SG Americas Securities, LLC 475,834 7,887 5,933% 2020-12-31
TORONTO DOMINION BANK 1,000 1,000 No Change 2020-12-31
Janney Capital Management LLC 451,428 346,944 30% 2020-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 449,787 442,629 2% 2020-12-31
Sawtooth Asset Management, Inc. 445,984 389,057 15% 2020-12-31
MML INVESTORS SERVICES, LLC 445,016 499,061 11% 2020-12-31
HSBC HOLDINGS PLC 0 65,641 Sold Out 2020-12-31
KCM INVESTMENT ADVISORS LLC 432,069 438,930 2% 2020-12-31
Neuberger Berman Group LLC 422,589 283,781 49% 2020-12-31
CHARTER TRUST CO 413,040 412,124 0% 2020-12-31
CONTINENTAL ADVISORS LLC 410,000 486,100 16% 2020-12-31
TWO SIGMA SECURITIES, LLC 152,797 82,900 84% 2020-12-31
Prime Capital Investment Advisors, LLC 400,801 168,452 138% 2020-12-31
Lombard Odier Asset Management (USA) Corp 400,000 0 New Buy 2020-12-31
LINDEN ADVISORS LP 399,400 200,000 100% 2020-12-31
ASPIRIANT, LLC 396,139 410,655 4% 2020-12-31
Vestmark Advisory Solutions, Inc. 391,726 324,074 21% 2020-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 387,008 419,871 8% 2020-12-31
SUNRISE PARTNERS LLC /CT 264,600 3,185 8,208% 2020-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 375,041 494,616 24% 2020-12-31
Vontobel Holding Ltd. 363,385 0 New Buy 2020-12-31
Frisch Financial Group, Inc. 357,320 0 New Buy 2020-12-31
Veritable, L.P. 352,251 387,701 9% 2020-12-31
Stratos Wealth Partners, LTD. 350,575 326,329 7% 2020-12-31
FIRST INTERSTATE BANK 350,569 356,399 2% 2020-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 0 142,000 Sold Out 2020-12-31
Venturi Wealth Management, LLC 346,814 361,508 4% 2020-12-31
Focused Wealth Management, Inc 341,641 336,522 2% 2020-12-31
Crescent Grove Advisors, LLC 338,461 302,065 12% 2020-12-31
United Asset Strategies, Inc. 336,439 265,378 27% 2020-12-31
PRUDENT INVESTORS NETWORK 335,239 312,326 7% 2020-12-31
MT LUCAS MANAGEMENT CORP 335,148 0 New Buy 2020-12-31
Vestcor Investment Management Corp 330,400 489,200 32% 2020-12-31
Vantage Financial Partners Ltd., Inc. 328,805 0 New Buy 2020-12-31
TWO SIGMA INVESTMENTS LLC 327,905 2,634,500 88% 2020-12-31
Strategic Point Investment Advisors, LLC 327,525 0 New Buy 2020-12-31
RT Capital Management, LLC 326,347 145,605 124% 2020-12-31
ATRIA INVESTMENTS LLC 319,985 228,294 40% 2020-12-31
BRANDYWINE OAK PRIVATE WEALTH LLC 316,672 342,771 8% 2020-12-31
PUTNAM INVESTMENTS LLC 315,500 0 New Buy 2020-12-31
BBVA USA BANCSHARES INC 315,437 95,667 230% 2020-12-31
GAMCO INVESTORS, INC. ET AL 309,964 336,381 8% 2020-12-31
JD Financial Services Inc. 303,784 0 New Buy 2020-12-31
QUATTRO FINANCIAL ADVISORS LLC 303,081 352,558 14% 2020-12-31
MERITAGE PORTFOLIO MANAGEMENT 302,590 283,189 7% 2020-12-31
Polar Securities Inc. 150,000 476,400 69% 2020-12-31
Pathstone Family Office, LLC 295,466 297,569 1% 2020-12-31
Cetera Investment Advisers 291,930 76,035 284% 2020-12-31
Sigma Planning Corp 284,820 185,622 53% 2020-12-31
Bank of New York Mellon CORP 284,439 305,135 7% 2020-12-31
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 283,810 258,017 10% 2020-12-31
Ten Capital Wealth Advisors, LLC 280,860 284,478 1% 2020-12-31
ELLINGTON MANAGEMENT GROUP LLC 280,000 0 New Buy 2020-12-31
Florin Court Capital LLP 276,500 0 New Buy 2020-12-31
Salomon & Ludwin, LLC 275,857 298,823 8% 2020-12-31
Sovarnum Capital L.P. 275,000 0 New Buy 2020-12-31
HARRELL INVESTMENT PARTNERS, LLC 273,806 275,798 1% 2020-12-31
Kestra Advisory Services, LLC 271,873 220,047 24% 2020-12-31
Verition Fund Managegment LLC 267,400 500,000 47% 2020-12-31
Hilltop Holdings Inc. 266,001 23,387 1,037% 2020-12-31
Capula Management Ltd 260,100 227,100 15% 2020-12-31
SIMPLEX TRADING, LLC 256,271 369,493 31% 2020-12-31
Green Harvest Asset Management LLC 58,992 0 New Buy 2020-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 246,479 348,877 29% 2020-12-31
QVT Financial LP 245,309 245,309 No Change 2020-12-31
CLS INVESTMENT FIRM, LLC 240,059 218,726 10% 2020-12-31
BCJ Capital Management, LLC 237,582 204,741 16% 2020-12-31
CIM, LLC 230,691 211,141 9% 2020-12-31
Kore Private Wealth LLC 229,087 164,278 39% 2020-12-31
Beaumont Capital Management, LLC 228,999 0 New Buy 2020-12-31
CHIRON CAPITAL MANAGEMENT, LLC 227,276 253,251 10% 2020-12-31
IndexIQ Advisors LLC 220,247 308,251 29% 2020-12-31
BAILARD, INC. 216,141 229,121 6% 2020-12-31
BLAIR WILLIAM & CO/IL 211,426 164,499 29% 2020-12-31
Financial Network 209,561 179,477 17% 2020-12-31
Archford Capital Strategies, LLC 202,617 205,530 1% 2020-12-31
CAMDEN NATIONAL BANK 202,071 217,481 7% 2020-12-31
Texas Capital Bank Wealth Management Services Inc 202,028 0 New Buy 2020-12-31
INNEALTA CAPITAL, LLC 198,086 62,600 216% 2020-12-31
HOWARD CAPITAL MANAGEMENT 195,758 195,291 0% 2020-12-31
Advisory Services Network, LLC 193,711 186,611 4% 2020-12-31
DIAM Co., Ltd. 186,550 207,400 10% 2020-12-31
Camarda Financial Advisors, LLC 185,016 0 New Buy 2020-12-31
Tamar Securities, LLC 183,858 190,112 3% 2020-12-31
SANDLER ONEILL ASSET MANAGEMENT LLC 180,200 228,900 21% 2020-12-31
Asset Management Investors, LLC 178,012 178,452 0% 2020-12-31
AMG National Trust Bank 177,996 224,383 21% 2020-12-31
Ledyard National Bank 177,486 22,169 701% 2020-12-31
OPPENHEIMER & CO INC 175,790 170,844 3% 2020-12-31
SCHMEIDLER A R & CO INC 173,716 151,741 14% 2020-12-31
Eqis Capital Management, Inc. 171,383 0 New Buy 2020-12-31
BANQUE PICTET & CIE SA 169,380 96,780 75% 2020-12-31
FIFTH THIRD SECURITIES, INC. 168,962 0 New Buy 2020-12-31
Proquility Private Wealth Partners, LLC 168,879 0 New Buy 2020-12-31
SkyOak Wealt, LLC 168,607 17,892 842% 2020-12-31
ROCKLAND TRUST CO 158,726 177,553 11% 2020-12-31
STRINGER ASSET MANAGEMENT, LLC 154,803 0 New Buy 2020-12-31
Creative Planning 200 1,000 80% 2020-12-31
FIL Ltd 153,864 120,840 27% 2020-12-31
HRT FINANCIAL LLC 153,856 0 New Buy 2020-12-31
Integrated Wealth Concepts LLC 153,706 164,837 7% 2020-12-31
Capital Financial Planning, LLC 150,462 187,365 20% 2020-12-31
Berry Street Capital Management LLP 150,000 0 New Buy 2020-12-31
Callan Capital, LLC 149,866 150,673 1% 2020-12-31
Multi-Financial Securities Corp 148,074 212,384 30% 2020-12-31
NTV ASSET MANAGEMENT LLC 144,258 148,358 3% 2020-12-31
SCOTIA CAPITAL INC. 142,741 126,963 12% 2020-12-31
JNB Advisors LLC 139,523 144,965 4% 2020-12-31
GeoWealth Management, LLC 138,854 116,946 19% 2020-12-31
BANK HAPOALIM BM 137,029 75,963 80% 2020-12-31
TRUST CO OF VIRGINIA /VA 136,825 137,125 0% 2020-12-31
Cribstone Capital Management, LLC 135,171 131,776 3% 2020-12-31
Wela Strategies, LLC 134,803 135,411 0% 2020-12-31
WELLINGTON MANAGEMENT CO LLP 133,152 0 New Buy 2020-12-31
Milestone Advisory Partners 132,437 81,680 62% 2020-12-31
AMI INVESTMENT MANAGEMENT INC 131,971 131,857 0% 2020-12-31
TRANSCEND WEALTH COLLECTIVE, LLC 131,858 127,922 3% 2020-12-31
Mariner Wealth Advisors, LLC 131,670 127,113 4% 2020-12-31
Equitable Holdings, Inc. 129,880 163,414 21% 2020-12-31
Steward Partners Investment Advisory, LLC 129,405 128,030 1% 2020-12-31
55I, LLC 128,868 132,125 2% 2020-12-31
Full Sail Capital, LLC 128,094 132,295 3% 2020-12-31
Bellwether Advisors, LLC 123,661 0 New Buy 2020-12-31
M&T BANK CORP 122,751 92,608 33% 2020-12-31
Private Wealth Advisors, LLC 121,283 114,946 6% 2020-12-31
Cavalier Investments 120,309 108,000 11% 2020-12-31
TrinityPoint Wealth, LLC 120,213 110,486 9% 2020-12-31
CSS LLC/IL 119,916 252,900 53% 2020-12-31
COMMERCE BANK N A/MO 119,832 129,709 8% 2020-12-31
Bard Financial Services, Inc. 119,300 0 New Buy 2020-12-31
National Asset Management, Inc. 119,249 147,637 19% 2020-12-31
Laurel Wealth Advisors, Inc. 118,578 150,962 21% 2020-12-31
Prospera Financial Services 118,130 58,834 101% 2020-12-31
Lido Advisors, LLC 117,855 46,889 151% 2020-12-31
Bluesphere Advisors, LLC 117,401 0 New Buy 2020-12-31
Strategic Wealth Advisors Group,Inc. 116,865 239,511 51% 2020-12-31
Stratos Wealth Advisors, LLC 116,300 13,910 736% 2020-12-31
FINANCIAL COUNSELORS INC 115,706 116,546 1% 2020-12-31
STEPHENS INC /AR/ 115,706 116,145 0% 2020-12-31
TCF National Bank 112,358 112,942 1% 2020-12-31
Next Capital Management LLC 111,834 10,810 935% 2020-12-31
Robertson Stephens Wealth Management, LLC 110,164 100,870 9% 2020-12-31
PEAPACK GLADSTONE FINANCIAL CORP 108,775 124,950 13% 2020-12-31
WAYNE HUMMER ASSET MANAGEMENT CO 108,762 110,930 2% 2020-12-31
VAUGHAN DAVID INVESTMENTS INC/IL 106,570 123,999 14% 2020-12-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 106,000 108,600 2% 2020-12-31
H D Vest Advisory Services 102,265 271,978 62% 2020-12-31
BRAVE ASSET MANAGEMENT INC 101,469 0 New Buy 2020-12-31
HM Capital Management, LLC 101,150 39,793 154% 2020-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 100,802 0 New Buy 2020-12-31
OLD MISSION CAPITAL, LLC 100,637 0 New Buy 2020-12-31
Dorsey & Whitney Trust CO LLC 100,480 80,368 25% 2020-12-31
Black Maple Capital Management LP 100,000 0 New Buy 2020-12-31
PRUDENTIAL FINANCIAL INC 97,734 20,060 387% 2020-12-31
GLENMEDE TRUST CO NA 97,279 116,554 17% 2020-12-31
BigSur Wealth Management LLC 96,040 96,040 No Change 2020-12-31
PICTET ASSET MANAGEMENT LTD 95,288 49,288 93% 2020-12-31
SG3 Management, LLC 95,000 95,000 No Change 2020-12-31
CAPTRUST FINANCIAL ADVISORS 93,614 99,115 6% 2020-12-31
FIRST MERCHANTS CORP 92,884 90,644 2% 2020-12-31
Feltz Wealth PLAN Inc. 92,759 89,115 4% 2020-12-31
Waldron, LP 90,938 92,238 1% 2020-12-31
InterOcean Capital Group, LLC 89,806 0 New Buy 2020-12-31
Kovitz Investment Group Partners, LLC 89,682 96,252 7% 2020-12-31
Ferris Capital, LLC 87,710 77,902 13% 2020-12-31
Evercore Wealth Management, LLC 87,481 32,680 168% 2020-12-31
WP Advisors, LLC 86,958 87,498 1% 2020-12-31
Private Wealth Advisors, Inc. 86,821 96,384 10% 2020-12-31
HENDERSON GROUP PLC 0 571,222 Sold Out 2020-12-31
Aperture Investors, LLC 85,921 65,205 32% 2020-12-31
Budros, Ruhlin & Roe, Inc. 84,824 62,481 36% 2020-12-31
Mawer Investment Management Ltd. 84,650 0 New Buy 2020-12-31
WOLVERINE ASSET MANAGEMENT LLC 0 84,500 Sold Out 2020-12-31
RAYMOND JAMES TRUST CO 84,462 68,588 23% 2020-12-31
Poehling Capital Management, LLC 84,355 86,140 2% 2020-12-31
GFG Capital, LLC 84,269 81,540 3% 2020-12-31
LUCAS CAPITAL MANAGEMENT 82,974 0 New Buy 2020-12-31
Glovista Investments LLC 82,228 0 New Buy 2020-12-31
Mutual Advisors, LLC 81,937 65,842 24% 2020-12-31
Simmons Bank 81,284 73,085 11% 2020-12-31
Richard Bernstein Advisors LLC 81,104 72,938 11% 2020-12-31
Marquette Asset Management Inc. 80,633 103,133 22% 2020-12-31
Baker Avenue Asset Management, LP 79,872 79,872 No Change 2020-12-31
Laurel Wealth Advisors LLC 79,370 100,849 21% 2020-12-31
Goss Wealth Management LLC 79,107 36,162 119% 2020-12-31
Meristem, LLP 79,070 79,070 No Change 2020-12-31
IHT Wealth Management, LLC 77,511 75,260 3% 2020-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 34,640 29,000 19% 2020-12-31
Windsor Creek Advisors, LLC 76,403 76,302 0% 2020-12-31
Quantitative Advantage LLC 76,279 73,692 4% 2020-12-31
Bernardo Wealth Planning LLC 76,250 72,271 6% 2020-12-31
Integrated Advisors Network LLC 75,646 9,895 664% 2020-12-31
Muzinich & Co., Inc. 75,000 0 New Buy 2020-12-31
Mount Yale Investment Advisors, LLC 74,911 76,656 2% 2020-12-31
CWM, LLC 74,783 66,097 13% 2020-12-31
Strategic Wealth Designers 74,713 0 New Buy 2020-12-31
Court Place Advisors, LLC 73,070 74,770 2% 2020-12-31
Abbot Financial Management, Inc. 72,947 72,026 1% 2020-12-31
Sowell Financial Services LLC 72,403 87,436 17% 2020-12-31
WADE G W & INC 72,071 61,040 18% 2020-12-31
Sequoia Financial Advisors, LLC 72,024 76,772 6% 2020-12-31
IPG Investment Advisors LLC 71,814 9,987 619% 2020-12-31
Institute for Wealth Management, LLC. 71,556 72,499 1% 2020-12-31
Financial Architects, Inc 71,393 78,790 9% 2020-12-31
Orca Investment Management, LLC 71,240 0 New Buy 2020-12-31
Paradigm Financial Advisors, LLC 70,468 114,555 38% 2020-12-31
DAVIDSON D A & CO 70,235 73,155 4% 2020-12-31
Game Plan Financial Advisors, LLC 70,116 71,106 1% 2020-12-31
Centiva Capital, LP 70,000 20,000 250% 2020-12-31
Wealth Advisory Solutions, LLC 0 50,437 Sold Out 2020-12-31
Capital Advisors, Ltd. LLC 69,384 66,580 4% 2020-12-31
F3Logic, LLC 69,372 67,849 2% 2020-12-31
Donald L. Hagan, LLC 68,446 69,625 2% 2020-12-31
KEYBANK NATIONAL ASSOCIATION/OH 67,947 70,615 4% 2020-12-31
FormulaFolio Investments, LLC 67,391 0 New Buy 2020-12-31
People's United Financial, Inc. 67,270 67,952 1% 2020-12-31
CAMBRIDGE TRUST CO 66,781 25,077 166% 2020-12-31
Wharton Business Group, LLC 64,818 65,483 1% 2020-12-31
Principle Wealth Partners LLC 63,664 18,095 252% 2020-12-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 62,854 63,321 1% 2020-12-31
BP WEALTH MANAGEMENT, LLC 1,537 51,697 97% 2020-12-31
Banco Santander, S.A. 49,835 40,800 22% 2020-12-31
ASSOCIATED BANC-CORP 1,700 1,700 No Change 2020-12-31
MISSION CREEK CAPITAL PARTNERS, INC 61,974 59,545 4% 2020-12-31
Atlantic Trust Group, LLC 61,651 0 New Buy 2020-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 61,233 0 New Buy 2020-12-31
Coastline Trust CO 61,025 59,915 2% 2020-12-31
Ariel Capital Advisors, LLC 59,993 62,813 4% 2020-12-31
Financial Advocates Investment Management 59,569 34,547 72% 2020-12-31
Ancora Advisors, LLC 0 4,200 Sold Out 2020-12-31
Beaumont Financial Partners, LLC 58,336 52,234 12% 2020-12-31
Joel Isaacson & Co., LLC 58,006 55,782 4% 2020-12-31
Prestige Wealth Management Group LLC 57,660 185,455 69% 2020-12-31
TRUE Private Wealth Advisors 57,291 54,341 5% 2020-12-31
Meridian Wealth Management, LLC 56,774 0 New Buy 2020-12-31
Harel Insurance Investments & Financial Services Ltd. 56,495 48,021 18% 2020-12-31
Granger Management LLC 56,459 0 New Buy 2020-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 55,363 55,237 0% 2020-12-31
St. Johns Investment Management Company, LLC 54,783 55,930 2% 2020-12-31
Black Swift Group, LLC 95 0 New Buy 2020-12-31
Keystone Financial Group 54,424 54,119 1% 2020-12-31
Covenant Multifamily Offices, LLC 54,190 54,021 0% 2020-12-31
LOWE BROCKENBROUGH & CO INC 53,998 55,398 3% 2020-12-31
FIDUCIARY TRUST CO 53,895 31,645 70% 2020-12-31
GSA CAPITAL PARTNERS LLP 53,892 0 New Buy 2020-12-31
Windsor Capital Management, LLC 53,827 52,708 2% 2020-12-31
Kepos Capital LP 53,690 0 New Buy 2020-12-31
AMERITAS INVESTMENT CORP 53,302 43,956 21% 2020-12-31
WEALTHSOURCE PARTNERS, LLC 52,466 0 New Buy 2020-12-31
LINCOLN NATIONAL CORP 51,385 37,729 36% 2020-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 51,253 52,088 2% 2020-12-31
Chesapeake Wealth Management 50,710 51,501 2% 2020-12-31
BEACON FINANCIAL GROUP 50,331 51,839 3% 2020-12-31
MAI Wealth Advisors 49,866 25,793 93% 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 49,513 49,417 0% 2020-12-31
Walleye Trading LLC 49,400 564,100 91% 2020-12-31
RiverGlades Family Offices LLC 49,280 49,395 0% 2020-12-31
Loveless Wealth Management LLC 48,830 47,330 3% 2020-12-31
JOHNSON INVESTMENT COUNSEL INC 48,679 48,414 1% 2020-12-31
SYNOVUS FINANCIAL CORP 48,126 50,335 4% 2020-12-31
Ellis Investment Partners, LLC 47,363 47,473 0% 2020-12-31
Steel Peak Wealth Management LLC 46,573 45,338 3% 2020-12-31
REGIONS FINANCIAL CORP 46,505 0 New Buy 2020-12-31
Joseph P. Lucia & Associates, LLC 45,803 53,676 15% 2020-12-31
PROFFITT & GOODSON INC 45,579 45,889 1% 2020-12-31
Glassman Wealth Services 45,487 44,338 3% 2020-12-31
Golden State Wealth Management, LLC 45,051 51,416 12% 2020-12-31
Belpointe Asset Management LLC 45,033 0 New Buy 2020-12-31
IFP Advisors, Inc 43,992 0 New Buy 2020-12-31
FOX RUN MANAGEMENT, L.L.C. 43,400 0 New Buy 2020-12-31
Bank Julius Baer & Co. Ltd, Zurich 43,394 40,952 6% 2020-12-31
COLONY GROUP LLC 42,909 41,774 3% 2020-12-31
KANAWHA CAPITAL MANAGEMENT LLC 42,870 42,305 1% 2020-12-31
LFA - Lugano Financial Advisors SA 42,537 41,733 2% 2020-12-31
DOWLING & YAHNKE INC 42,371 43,285 2% 2020-12-31
Nelson Roberts Investment Advisors, LLC 42,350 67,490 37% 2020-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41,714 22,885 82% 2020-12-31
6 Meridian 41,526 70,618 41% 2020-12-31
Clarity Wealth Advisors, LLC 41,378 39,184 6% 2020-12-31
ALLIANCEBERNSTEIN L.P. 41,290 11,449 261% 2020-12-31
Fieldpoint Private Securities, LLC 41,171 0 New Buy 2020-12-31
CULLEN FROST BANKERS INC 41,129 41,554 1% 2020-12-31
Endurance Wealth Management, Inc. 40,727 38,844 5% 2020-12-31
GERMAN AMERICAN BANCORP, INC. 39,923 15,344 160% 2020-12-31
American Institute for Advanced Investment Management, LLP 39,400 39,800 1% 2020-12-31
SOL Capital Management CO 39,318 39,318 No Change 2020-12-31
Midwest Professional Planners, LTD. 38,764 0 New Buy 2020-12-31
ARROW FINANCIAL CORP 0 25,336 Sold Out 2020-12-31
UNIONBANCAL CORP 38,690 41,590 7% 2020-12-31
Dynamic Advisors Solutions LLC 38,461 45,271 15% 2020-12-31
PINNACLE ASSOCIATES LTD 38,286 40,496 5% 2020-12-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 37,956 40,355 6% 2020-12-31
Cornerstone Wealth Management, LLC 37,903 45,431 17% 2020-12-31
COMERICA SECURITIES,INC. 36,848 24,871 48% 2020-12-31
SIGMA INVESTMENT COUNSELORS INC 36,530 24,751 48% 2020-12-31
SPRENG CAPITAL MANAGEMENT, INC. 36,131 33,151 9% 2020-12-31
Ayalon Holdings Ltd. 36,095 29,276 23% 2020-12-31
Smith, Salley & Associates 36,022 32,915 9% 2020-12-31
SAWGRASS ASSET MANAGEMENT LLC 35,762 35,762 No Change 2020-12-31
PARK AVENUE SECURITIES LLC 35,598 34,225 4% 2020-12-31
Wunderlich Securities, Inc. 35,433 39,804 11% 2020-12-31
PEDDOCK CAPITAL ADVISORS, LLC 35,384 34,285 3% 2020-12-31
MONTAG A & ASSOCIATES INC 35,224 34,872 1% 2020-12-31
Aveo Capital Partners, LLC 35,123 22,990 53% 2020-12-31
GREENWOOD CAPITAL ASSOCIATES LLC 35,103 0 New Buy 2020-12-31
STEELHEAD PARTNERS LLC 35,000 40,000 13% 2020-12-31
GFS Advisors, LLC 34,725 32,610 6% 2020-12-31
Keebeck Wealth Management, LLC 34,466 34,709 1% 2020-12-31
FLOW TRADERS U.S. LLC 34,294 58,460 41% 2020-12-31
MERCER GLOBAL ADVISORS INC /ADV 33,944 16,713 103% 2020-12-31
Williams Jones Wealth Management, LLC. 33,902 33,913 0% 2020-12-31
Western Wealth Management, LLC 33,827 36,206 7% 2020-12-31
MONETARY MANAGEMENT GROUP INC 33,800 33,500 1% 2020-12-31
PROEQUITIES, INC. 33,196 28,283 17% 2020-12-31
Moors & Cabot, Inc. 32,242 35,074 8% 2020-12-31
Personal Capital Advisors Corp 32,199 294,443 89% 2020-12-31
Jackson, Grant Investment Advisers, Inc. 32,040 32,837 2% 2020-12-31
MMA ASSET MANAGEMENT LLC 31,877 0 New Buy 2020-12-31
HARBOR FINANCIAL SERVICES, LLC 31,608 0 New Buy 2020-12-31
Sontag Advisory, LLC 31,546 29,020 9% 2020-12-31
Gerber Kawasaki Wealth & Investment Management 31,507 42,164 25% 2020-12-31
DT Investment Partners, LLC 31,495 31,495 No Change 2020-12-31
J.W. COLE ADVISORS, INC. 31,432 58,806 47% 2020-12-31
Krasney Financial LLC 31,299 25,969 21% 2020-12-31
SkyView Investment Advisors, LLC 31,234 0 New Buy 2020-12-31
Kirkoswald Asset Management LLC 30,700 0 New Buy 2020-12-31
Brick & Kyle, Associates 30,326 31,494 4% 2020-12-31
Pictet North America Advisors SA 30,000 30,000 No Change 2020-12-31
Alpine Partners VI, LLC 29,995 77,627 61% 2020-12-31
FRANKLIN RESOURCES INC 29,968 31,603 5% 2020-12-31
SP Asset Management 29,914 29,759 1% 2020-12-31
Venture Visionary Partners LLC 29,806 14,216 110% 2020-12-31
MARCO INVESTMENT MANAGEMENT LLC 29,788 29,783 0% 2020-12-31
TruWealth Advisors, LLC 29,610 0 New Buy 2020-12-31
Pettinga Financial Advisors, LLC 29,317 30,725 5% 2020-12-31
MidWestOne Financial Group, Inc. 29,103 29,103 No Change 2020-12-31
Ironwood Wealth Management, llc 29,100 29,360 1% 2020-12-31
Kovack Advisors, Inc. 28,855 38,916 26% 2020-12-31
CAPE ANN SAVINGS BANK 28,788 0 New Buy 2020-12-31
PATTEN & PATTEN INC/TN 28,647 26,000 10% 2020-12-31
Hanson McClain, Inc. 28,577 24,970 14% 2020-12-31
Alpha Cubed Investments, LLC 28,445 0 New Buy 2020-12-31
FIRST NATIONAL TRUST CO 28,394 30,552 7% 2020-12-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 28,337 28,246 0% 2020-12-31
Abbrea Capital, LLC 28,249 22,109 28% 2020-12-31
CALTON & ASSOCIATES, INC. 27,752 27,177 2% 2020-12-31
Van Leeuwen & Company, LLC 27,310 26,475 3% 2020-12-31
EPG Wealth Management LLC 27,164 27,058 0% 2020-12-31
MV Capital Management, Inc. 26,979 578 4,568% 2020-12-31
USCA RIA LLC 26,893 15,796 70% 2020-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 26,340 24,455 8% 2020-12-31
EAGLE CAPITAL MANAGEMENT LLC 25,999 0 New Buy 2020-12-31
Bank of Marin 25,804 25,484 1% 2020-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 25,567 23,203 10% 2020-12-31
Advisors Capital Management, LLC 25,494 0 New Buy 2020-12-31
Golden State Equity Partners 25,244 0 New Buy 2020-12-31
Sterneck Capital Management, LLC 25,148 0 New Buy 2020-12-31
Telemetry Investments, L.L.C. 25,000 25,000 No Change 2020-12-31
Siena Capital Management, LLC 25,000 25,000 No Change 2020-12-31
CONDOR CAPITAL MANAGEMENT 24,698 26,303 6% 2020-12-31
Apollon Wealth Management, LLC 24,648 0 New Buy 2020-12-31
Oxinas Partners Wealth Management LLC 23,987 0 New Buy 2020-12-31
D L CARLSON INVESTMENT GROUP INC 23,958 27,749 14% 2020-12-31
9258 Wealth Management, LLC 23,682 23,682 No Change 2020-12-31
Tranquility Partners, LLC 23,650 23,650 No Change 2020-12-31
CHILTON CAPITAL MANAGEMENT LLC 23,609 22,401 5% 2020-12-31
CYPRESS CAPITAL MANAGEMENT LLC 23,353 29,053 20% 2020-12-31
Change Path, LLC 23,212 0 New Buy 2020-12-31
D.B. Root & Company, LLC 23,070 23,938 4% 2020-12-31
RPG Investment Advisory, LLC 22,955 23,659 3% 2020-12-31
SeaCrest Wealth Management, LLC 22,876 29,156 22% 2020-12-31
Westbourne Investment Advisors, Inc. 22,871 0 New Buy 2020-12-31
Wealthstreet Investment Advisors, LLC 22,591 0 New Buy 2020-12-31
LGL PARTNERS, LLC 22,453 21,982 2% 2020-12-31
Biltmore Family Office, LLC 22,111 27,311 19% 2020-12-31
Moloney Securities Asset Management, LLC 21,966 22,268 1% 2020-12-31
Avitas Wealth Management LLC 21,945 22,047 0% 2020-12-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 21,900 22,458 2% 2020-12-31
DAVENPORT & CO LLC 21,820 16,296 34% 2020-12-31
Kessler Investment Group, LLC 21,802 9,934 119% 2020-12-31
HoyleCohen, LLC 21,799 8,628 153% 2020-12-31
Nikulski Financial, Inc. 21,746 21,746 No Change 2020-12-31
3D/L Capital Management, LLC 21,679 0 New Buy 2020-12-31
Capital Investment Advisory Services, LLC 21,570 22,209 3% 2020-12-31
NAPLES GLOBAL ADVISORS, LLC 21,377 21,377 No Change 2020-12-31
Magnus Financial Group LLC 21,332 14,013 52% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 21,141 24,909 15% 2020-12-31
We Are One Seven, LLC 21,039 22,939 8% 2020-12-31
Arkadios Wealth Advisors 20,979 4,113 410% 2020-12-31
Laidlaw Wealth Management LLC 20,946 16,364 28% 2020-12-31
SYMONS CAPITAL MANAGEMENT INC 20,808 19,215 8% 2020-12-31
Tradition Wealth Management, LLC 20,701 0 New Buy 2020-12-31
Jacobi Capital Management LLC 20,454 27,416 25% 2020-12-31
FLAGSHIP HARBOR ADVISORS, LLC 20,453 18,408 11% 2020-12-31
Covington Capital Management 20,440 20,400 0% 2020-12-31
EVOKE WEALTH, LLC 20,091 5,677 254% 2020-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19,647 19,473 1% 2020-12-31
ROPES WEALTH ADVISORS LLC 19,643 10,135 94% 2020-12-31
FineMark National Bank & Trust 19,630 19,630 No Change 2020-12-31
American Financial Advisors, LLC 19,552 19,347 1% 2020-12-31
Rikoon Group, LLC 19,537 13,274 47% 2020-12-31
HBK Sorce Advisory LLC 19,501 15,705 24% 2020-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 19,454 15,535 25% 2020-12-31
SOA Wealth Advisors, LLC. 19,368 0 New Buy 2020-12-31
FAGAN ASSOCIATES, INC. 19,245 19,245 No Change 2020-12-31
Global Endowment Management, LP 19,030 0 New Buy 2020-12-31
TNB Financial 18,912 17,787 6% 2020-12-31
LYELL WEALTH MANAGEMENT, LP 18,625 22,809 18% 2020-12-31
RMB Capital Management, LLC 18,614 0 New Buy 2020-12-31
BOURGEON CAPITAL MANAGEMENT LLC 18,521 18,521 No Change 2020-12-31
Select Asset Management & Trust 18,478 0 New Buy 2020-12-31
Kaizen Financial Strategies 18,416 0 New Buy 2020-12-31
Shulman DeMeo Asset Management LLC 18,389 11,200 64% 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 18,337 9,910 85% 2020-12-31
Actinver Wealth Management, Inc. 18,281 12,414 47% 2020-12-31
Goelzer Investment Management, Inc. 18,262 15,512 18% 2020-12-31
Ausdal Financial Partners, Inc. 18,179 13,202 38% 2020-12-31
Man Group plc 18,008 0 New Buy 2020-12-31
CEDAR CAPITAL, LLC 17,827 20,882 15% 2020-12-31
BRIGHTON JONES LLC 17,598 17,564 0% 2020-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,582 18,221 4% 2020-12-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 17,463 7,402 136% 2020-12-31
EATON VANCE MANAGEMENT 17,456 20,891 16% 2020-12-31
Coconut Grove Bank 17,396 17,396 No Change 2020-12-31
Sunbelt Securities, Inc. 17,360 18,142 4% 2020-12-31
WHITTIER TRUST CO 17,350 18,902 8% 2020-12-31
Good Life Advisors, LLC 17,238 17,474 1% 2020-12-31
Voya Financial Advisors, Inc. 17,173 18,170 5% 2020-12-31
Northeast Financial Consultants Inc 17,143 0 New Buy 2020-12-31
Octavia Wealth Advisors, LLC 17,004 0 New Buy 2020-12-31
Hexagon Capital Partners LLC 16,874 16,874 No Change 2020-12-31
InTrack Investment Management Inc 16,850 0 New Buy 2020-12-31
AJ WEALTH STRATEGIES, LLC 16,842 11,429 47% 2020-12-31
GREENLEAF TRUST 16,828 17,328 3% 2020-12-31
Marks Group Wealth Management, Inc 16,812 13,105 28% 2020-12-31
Rollins Financial 16,679 0 New Buy 2020-12-31
Sage Capital Advisors,llc 16,429 9,984 65% 2020-12-31
Winslow, Evans & Crocker, Inc. 16,361 15,103 8% 2020-12-31
JAMES INVESTMENT RESEARCH INC 16,252 0 New Buy 2020-12-31
OXFORD FINANCIAL GROUP LTD 16,235 16,235 No Change 2020-12-31
Buckingham Asset Management, LLC 16,132 14,637 10% 2020-12-31
INVESTMENT ADVISORY SERVICES INC /TX /ADV 16,013 0 New Buy 2020-12-31
TOMPKINS FINANCIAL CORP 15,912 2,106 656% 2020-12-31
Chevy Chase Trust Holdings, Inc. 15,839 15,839 No Change 2020-12-31
Allred Capital Management, LLC 15,206 14,860 2% 2020-12-31
Ciovacco Capital Management LLC 15,182 0 New Buy 2020-12-31
MISSION WEALTH MANAGEMENT, LLC 15,178 14,543 4% 2020-12-31
NOTTINGHAM ADVISORS, INC. 15,142 15,862 5% 2020-12-31
HALLMARK CAPITAL MANAGEMENT INC 15,080 15,112 0% 2020-12-31
River Wealth Advisors LLC 14,940 15,094 1% 2020-12-31
Diligent Investors, LLC 14,931 14,931 No Change 2020-12-31
Argent Trust Co 14,793 8,790 68% 2020-12-31
GIRARD PARTNERS LTD. 14,775 0 New Buy 2020-12-31
FIRST NATIONAL CORP /MA/ /ADV 14,357 14,709 2% 2020-12-31
GYL FINANCIAL SYNERGIES, LLC 14,285 14,832 4% 2020-12-31
Sepio Capital, LLC 14,268 0 New Buy 2020-12-31
Essex Financial Services, Inc. 14,260 17,106 17% 2020-12-31
Constitution Capital LLC 14,230 0 New Buy 2020-12-31
Navis Wealth Advisors, LLC 14,219 0 New Buy 2020-12-31
Harborview Advisors, LLC 14,160 14,160 No Change 2020-12-31
Carmichael Hill & Associates, Inc. 14,128 14,294 1% 2020-12-31
CENTAURUS FINANCIAL, INC. 14,117 13,582 4% 2020-12-31
Altium Wealth Management LLC 14,027 13,596 3% 2020-12-31
OPPENHEIMER ASSET MANAGEMENT INC 13,938 9,580 45% 2020-12-31
YHB Investment Advisors, Inc. 13,930 13,805 1% 2020-12-31
WETHERBY ASSET MANAGEMENT INC 13,900 13,440 3% 2020-12-31
Apexium Financial, LP 13,866 14,946 7% 2020-12-31
DUNCKER STREETT & CO INC 13,849 13,838 0% 2020-12-31
FIRST WILSHIRE SECURITIES MANAGEMENT INC 13,718 13,718 No Change 2020-12-31
Berkeley Capital Partners, LLC 13,652 0 New Buy 2020-12-31
Carnick & Kubik Group, LLC 13,636 13,636 No Change 2020-12-31
Sandy Spring Bank 13,595 17,205 21% 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 5,827 5,932 2% 2020-12-31
Hillcrest Wealth Advisors - NY, LLC 13,500 36,275 63% 2020-12-31
QUANTLAB CAPITAL MANAGEMENT LTD 13,400 13,400 No Change 2020-12-31
Edge Capital Group, LLC 13,343 13,343 No Change 2020-12-31
Guidance Point Advisors, LLC 13,133 13,122 0% 2020-12-31
Cresset Asset Management, LLC 13,127 13,127 No Change 2020-12-31
Banco de Sabadell, S.A 13,000 13,000 No Change 2020-12-31
US FINANCIAL ADVISORS, LLC 12,964 0 New Buy 2020-12-31
BRADLEY FOSTER & SARGENT INC/CT 12,836 12,836 No Change 2020-12-31
WESTWOOD HOLDINGS GROUP INC 12,802 0 New Buy 2020-12-31
Csenge Advisory Group 12,745 14,159 10% 2020-12-31
Trellis Advisors, LLC 12,730 12,730 No Change 2020-12-31
LEVIN CAPITAL STRATEGIES, L.P. 12,700 24,000 47% 2020-12-31
HPM Partners LLC 12,681 0 New Buy 2020-12-31
BBK Capital Partners, LLC 12,676 13,171 4% 2020-12-31
Mathes Company, Inc. 12,650 13,150 4% 2020-12-31
MCF Advisors LLC 12,618 12,618 No Change 2020-12-31
Indie Asset Partners, LLC 12,616 15,016 16% 2020-12-31
NorthRock Partners, LLC 12,377 0 New Buy 2020-12-31
Old North State Trust, LLC 12,240 13,240 8% 2020-12-31
Hall Kathryn A. 12,214 13,745 11% 2020-12-31
Connecticut Wealth Management, LLC 12,205 13,125 7% 2020-12-31
Brown Advisory Securities, LLC 12,189 12,189 No Change 2020-12-31
BOSTON FINANCIAL MANGEMENT INC /MA 12,165 26,864 55% 2020-12-31
Union Bankshares Corp 11,859 11,336 5% 2020-12-31
Beacon Pointe Advisors, LLC 11,738 10,553 11% 2020-12-31
Goodman & Company, Investment Counsel Ltd. 11,735 11,985 2% 2020-12-31
Stelac Advisory Services LLC 11,684 10,554 11% 2020-12-31
Valmark Advisers, Inc. 11,618 10,423 11% 2020-12-31
Verdence Capital Advisors LLC 11,565 12,112 5% 2020-12-31
BERRY GROUP, LLC 11,559 11,559 No Change 2020-12-31
TEWKSBURY CAPITAL MANAGEMENT LTD 11,500 695,200 98% 2020-12-31
Sailer Financial LLC 11,446 16,534 31% 2020-12-31
Fusion Capital, LLC 11,397 12,364 8% 2020-12-31
Safeguard Investment Advisory Group, LLC 11,359 0 New Buy 2020-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 11,340 9,526 19% 2020-12-31
Capital Asset Advisory Services LLC 11,222 7,892 42% 2020-12-31
Streettalk Advisors, LLC 0 22,128 Sold Out 2020-12-31
HM PAYSON & CO 11,108 11,108 No Change 2020-12-31
DAVIS R M INC 11,061 10,856 2% 2020-12-31
tru Independence LLC 11,000 2,250 389% 2020-12-31
ELCO Management Co., LLC 10,905 11,215 3% 2020-12-31
Atlas Private Wealth Management 10,893 12,140 10% 2020-12-31
Atlanta Capital Group 0 14,680 Sold Out 2020-12-31
Hartland & Co., LLC 10,699 10,783 1% 2020-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 10,538 0 New Buy 2020-12-31
Creegan & Nassoura Financial Group, LLC 10,525 10,525 No Change 2020-12-31
HYMAN CHARLES D 10,522 10,522 No Change 2020-12-31
M Holdings Securities, Inc. 10,395 0 New Buy 2020-12-31
Journey Advisory Group, LLC 10,370 0 New Buy 2020-12-31
Aspen Investment Management Inc 10,341 10,841 5% 2020-12-31
LCNB CORP 10,250 0 New Buy 2020-12-31
BKD Wealth Advisors, LLC 10,240 0 New Buy 2020-12-31
Regal Investment Advisors, LLC 10,209 0 New Buy 2020-12-31
HOURGLASS CAPITAL, LLC 10,200 0 New Buy 2020-12-31
Drexel Morgan & Co. 10,200 10,200 No Change 2020-12-31
RWM Asset Management, LLC 10,195 0 New Buy 2020-12-31
Northwest Bancshares, Inc. 10,186 12,371 18% 2020-12-31
Raab & Moskowitz Asset Management LLC 10,181 8,781 16% 2020-12-31
SMITH, MOORE & CO. 10,037 13,182 24% 2020-12-31
SIGNATUREFD, LLC 10,031 9,484 6% 2020-12-31
Choate Investment Advisors 10,030 10,845 8% 2020-12-31
Wealthcare Advisory Partners LLC 10,012 10,624 6% 2020-12-31
WHITE PINE CAPITAL LLC 10,000 10,750 7% 2020-12-31
TCTC Holdings, LLC 10,000 11,700 15% 2020-12-31
Baldwin Investment Management, LLC 9,930 9,710 2% 2020-12-31
Estate Counselors, LLC 9,920 13,850 28% 2020-12-31
APPLETON GROUP WEALTH MANAGEMENT LLC 9,912 0 New Buy 2020-12-31
PSI Advisors, LLC 9,865 11,165 12% 2020-12-31
Visionary Wealth Advisors 9,821 0 New Buy 2020-12-31
Family Firm, Inc. 9,733 9,683 1% 2020-12-31
Massey, Quick & Co., LLC 9,668 5,150 88% 2020-12-31
Kalos Management, Inc. 9,649 9,827 2% 2020-12-31
Bedel Financial Consulting, Inc. 9,626 9,626 No Change 2020-12-31
Main Street Financial Solutions, LLC 9,620 0 New Buy 2020-12-31
AlphaStar Capital Management, LLC 9,603 9,907 3% 2020-12-31
EP Wealth Advisors, Inc. 9,573 10,959 13% 2020-12-31
Exchange Capital Management, Inc. 9,547 9,747 2% 2020-12-31
Linscomb & Williams, Inc. 9,543 9,595 1% 2020-12-31
PIER 88 INVESTMENT PARTNERS LLC 6,680 0 New Buy 2020-12-31
Vivaldi Capital Management, LLC 9,361 9,997 6% 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 9,351 8,383 12% 2020-12-31
COWA, LLC 9,200 0 New Buy 2020-12-31
Arete Wealth Advisors, LLC 9,170 0 New Buy 2020-12-31
VISTA INVESTMENT MANAGEMENT 9,151 9,482 3% 2020-12-31
Acorn Wealth Advisors, LLC 9,098 9,121 0% 2020-12-31
NexWave Capital Partners LLC 9,047 0 New Buy 2020-12-31
Crestwood Advisors LLC 9,034 8,973 1% 2020-12-31
First Heartland Consultants, Inc. 8,989 9,111 1% 2020-12-31
Warren Averett Asset Management, LLC 8,982 10,435 14% 2020-12-31
Patriot Financial Group Insurance Agency, LLC 8,950 5,302 69% 2020-12-31
Arcus Capital Partners, LLC 8,887 0 New Buy 2020-12-31
W.G. Shaheen & Associates DBA Whitney & Co 8,525 8,550 0% 2020-12-31
CARRET ASSET MANAGEMENT 8,436 10,420 19% 2020-12-31
Aviance Capital Partners, LLC 8,413 0 New Buy 2020-12-31
Retirement Network 8,387 9,579 12% 2020-12-31
Allen Capital Group, LLC 8,386 0 New Buy 2020-12-31
FIERA SCEPTRE INC. 8,314 0 New Buy 2020-12-31
BFSG, LLC 8,314 0 New Buy 2020-12-31
MA Private Wealth 8,296 320,911 97% 2020-12-31
Pointe Capital Management LLC 8,236 0 New Buy 2020-12-31
Parallel Advisors, LLC 8,207 0 New Buy 2020-12-31
WASHINGTON TRUST BANK 8,060 0 New Buy 2020-12-31
Allen Investment Management LLC 8,004 0 New Buy 2020-12-31
SRS Capital Advisors, Inc. 7,996 8,104 1% 2020-12-31
Financial Engines Advisors L.L.C. 7,842 0 New Buy 2020-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 7,773 8,473 8% 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 7,756 7,756 No Change 2020-12-31
KLINGENSTEIN FIELDS & CO LLC 7,700 0 New Buy 2020-12-31
Brown University 7,700 0 New Buy 2020-12-31
Azora Capital LP 7,696 0 New Buy 2020-12-31
Bristlecone Advisors, LLC 7,687 5,371 43% 2020-12-31
Intercontinental Wealth Advisors, LLC 7,683 0 New Buy 2020-12-31
PARSONS CAPITAL MANAGEMENT INC/RI 7,670 0 New Buy 2020-12-31
Biltmore Capital Advisors LLC 7,580 0 New Buy 2020-12-31
Sloy Dahl & Holst, LLC 7,510 0 New Buy 2020-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 7,335 0 New Buy 2020-12-31
ASSET MANAGEMENT CORP /IL/ /ADV 7,300 8,787 17% 2020-12-31
Tower Research Capital LLC 7,275 37 19,562% 2020-12-31
HawsGoodwin Investment Management LLC 7,250 0 New Buy 2020-12-31
IMS Capital Management 7,203 0 New Buy 2020-12-31
Legacy Financial Strategies, LLC 7,155 0 New Buy 2020-12-31
Elgethun Capital Management 7,141 7,105 1% 2020-12-31
Annex Advisory Services, LLC 7,140 0 New Buy 2020-12-31
Clearbridge Advisors, LLC 7,114 0 New Buy 2020-12-31
ALTFEST L J & CO INC 7,071 0 New Buy 2020-12-31
FRONT BARNETT ASSOCIATES LLC 7,046 0 New Buy 2020-12-31
Lumature Wealth Partners, LLC 7,040 0 New Buy 2020-12-31
Costello Asset Management, INC 6,925 7,225 4% 2020-12-31
Wealth Architects, LLC 6,921 0 New Buy 2020-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 6,900 5,283 31% 2020-12-31
WEBSTER BANK, N. A. 6,891 6,366 8% 2020-12-31
CLARET ASSET MANAGEMENT Corp 6,885 0 New Buy 2020-12-31
MCMILLION CAPITAL MANAGEMENT INC 6,763 0 New Buy 2020-12-31
SpiderRock Advisors LLC 6,700 0 New Buy 2020-12-31
Manchester Capital Management LLC 6,600 6,600 No Change 2020-12-31
Capstone Triton Financial Group, LLC 6,382 0 New Buy 2020-12-31
Lakeview Capital Partners, LLC 6,333 6,667 5% 2020-12-31
Heritage Wealth Advisors 6,227 0 New Buy 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 6,172 6,172 No Change 2020-12-31
Efficient Wealth Management LLC 6,037 5,448 11% 2020-12-31
USA Financial Portformulas Corp 6,021 0 New Buy 2020-12-31
One Charles Private Wealth Services, LLC 1,907 0 New Buy 2020-12-31
Regent Peak Wealth Advisors LLC 5,492 0 New Buy 2020-12-31
Sage Mountain Advisors LLC 5,407 0 New Buy 2020-12-31
Koshinski Asset Management, Inc. 5,273 31,984 84% 2020-12-31
Founders Financial Alliance, LLC 50 19,717 100% 2020-12-31
Rockbridge Investment Management, LCC 5,198 5,047 3% 2020-12-31
First National Bank of South Miami 5,040 5,922 15% 2020-12-31
BDO Wealth Advisors, LLC 4,904 4,896 0% 2020-12-31
JONES FINANCIAL COMPANIES LLLP 4,859 0 New Buy 2020-12-31
LeJeune Puetz Investment Counsel LLC 4,750 4,750 No Change 2020-12-31
Capital Advisory Group Advisory Services, LLC 4,728 5,550 15% 2020-12-31
SALEM INVESTMENT COUNSELORS INC 4,704 4,779 2% 2020-12-31
Oxler Private Wealth LLC 4,630 0 New Buy 2020-12-31
AUA CAPITAL MANAGEMENT, LLC 4,596 4,596 No Change 2020-12-31
BENJAMIN EDWARDS INC 4,505 0 New Buy 2020-12-31
SECURITY NATIONAL TRUST CO 4,440 4,440 No Change 2020-12-31
Banque Cantonale Vaudoise 4,400 0 New Buy 2020-12-31
Interchange Capital Partners, LLC 4,320 0 New Buy 2020-12-31
GABLES CAPITAL MANAGEMENT INC. 4,250 4,250 No Change 2020-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 4,187 5,052 17% 2020-12-31
Sonora Investment Management, LLC 4,037 3,079 31% 2020-12-31
Financial Advisory Service, Inc. 3,928 1,087 261% 2020-12-31
RMR Wealth Builders 3,907 17,651 78% 2020-12-31
Kathmere Capital Management, LLC 3,889 0 New Buy 2020-12-31
Bollard Group LLC 3,722 4,679 20% 2020-12-31
Financial Enhancement Group LLC 3,574 3,560 0% 2020-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,421 3,421 No Change 2020-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3,368 3,300 2% 2020-12-31
OLD SECOND NATIONAL BANK OF AURORA 3,325 3,443 3% 2020-12-31
Wagner Wealth Management, LLC 3,288 0 New Buy 2020-12-31
Greenhouse Wealth Management, LLC 3,275 0 New Buy 2020-12-31
Key FInancial Inc 3,158 0 New Buy 2020-12-31
Horrell Capital Management, Inc. 3,098 2,169 43% 2020-12-31
Global Wealth Management Investment Advisory, Inc. 3,037 3,037 No Change 2020-12-31
NORTHERN OAK CAPITAL MANAGEMENT INC 2,963 2,963 No Change 2020-12-31
VALLEY NATIONAL ADVISERS INC 2,954 0 New Buy 2020-12-31
Aptus Capital Advisors, LLC 2,895 4,720 39% 2020-12-31
Turim 21 Investimentos Ltda. 2,890 17,302 83% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 2,860 3,859 26% 2020-12-31
HCR Wealth Advisors 2,797 2,647 6% 2020-12-31
BROWN BROTHERS HARRIMAN & CO 2,746 989 178% 2020-12-31
Jackson Hole Capital Partners, LLC 2,709 2,709 No Change 2020-12-31
MPS Loria Financial Planners, LLC 2,683 2,673 0% 2020-12-31
Rice Partnership, LLC 2,626 2,721 3% 2020-12-31
THOMPSON SIEGEL & WALMSLEY LLC 2,598 2,675 3% 2020-12-31
First Command Bank 2,550 0 New Buy 2020-12-31
BALLAST ADVISORS LLC 2,405 3,109 23% 2020-12-31
McIlrath & Eck, LLC 2,365 2,365 No Change 2020-12-31
Parkside Financial Bank & Trust 2,342 2,342 No Change 2020-12-31
Retirement Group, LLC 2,302 0 New Buy 2020-12-31
Ambassador Advisors, LLC 2,285 2,285 No Change 2020-12-31
CT Mason 2,265 2,265 No Change 2020-12-31
Samalin Investment Counsel, LLC 2,264 2,257 0% 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 2,250 2,250 No Change 2020-12-31
Charter Oak Capital Management, LLC 2,192 0 New Buy 2020-12-31
Perigon Wealth Management, LLC 2,091 0 New Buy 2020-12-31
PITTENGER & ANDERSON INC 2,075 2,275 9% 2020-12-31
Hoover Financial Advisors, Inc. 2,040 0 New Buy 2020-12-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2,005 2,001 0% 2020-12-31
BerganKDV Wealth Management, LLC 2,000 0 New Buy 2020-12-31
True Link Financial Advisors, LLC 1,975 0 New Buy 2020-12-31
Lebenthal Global Advisors, LLC 1,970 0 New Buy 2020-12-31
Mechanics Bank Trust Department 1,958 176,823 99% 2020-12-31
Altus Wealth Group LLC 1,944 0 New Buy 2020-12-31
Planned Solutions, Inc. 1,930 1,930 No Change 2020-12-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,910 0 New Buy 2020-12-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,875 1,875 No Change 2020-12-31
PIN OAK INVESTMENT ADVISORS INC 1,774 1,774 No Change 2020-12-31
Horan Securities, Inc. 1,739 3,945 56% 2020-12-31
Plante Moran Financial Advisors Ltd Partnership 1,666 1,666 No Change 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,653 1,653 No Change 2020-12-31
ATWOOD & PALMER INC 1,635 0 New Buy 2020-12-31
CREDIT AGRICOLE S A 1,600 8,100 80% 2020-12-31
REILLY FINANCIAL ADVISORS, LLC 1,551 2,801 45% 2020-12-31
TCI Wealth Advisors, Inc. 1,513 1,511 0% 2020-12-31
Cypress Capital Management LLC (WY) 1,500 1,500 No Change 2020-12-31
Summit Investment Advisors, Inc. 1,470 206,540 99% 2020-12-31
Winch Advisory Services, LLC 1,452 1,445 0% 2020-12-31
Pacific Center for Financial Services 1,445 1,001 44% 2020-12-31
Pinnacle Bank 1,436 1,436 No Change 2020-12-31
Zions Bancorporation, N.A. 1,387 1,387 No Change 2020-12-31
Lenox Wealth Advisors, Inc. 1,327 1,327 No Change 2020-12-31
Birchcreek Wealth Management, LLC 1,325 0 New Buy 2020-12-31
Legacy Bridge, LLC 1,175 1,175 No Change 2020-12-31
Eudaimonia Partners, LLC 1,175 1,455 19% 2020-12-31
Community Bank, N.A. 1,136 6,479 82% 2020-12-31
Mine & Arao Wealth Creation & Management, LLC. 1,116 1,116 No Change 2020-12-31
SAGE PRIVATE WEALTH GROUP, LLC 1,103 0 New Buy 2020-12-31
Investors Research Corp 1,100 1,100 No Change 2020-12-31
MEEDER ASSET MANAGEMENT INC 1,085 37,685 97% 2020-12-31
WASHINGTON TRUST CO 1,027 1,027 No Change 2020-12-31
ALBION FINANCIAL GROUP /UT 1,026 0 New Buy 2020-12-31
Compagnie Lombard, Odier SCA 600 1,000 40% 2020-12-31
Fusion Family Wealth LLC 1,000 1,200 17% 2020-12-31
Truvestments Capital LLC 1,000 1,000 No Change 2020-12-31
Pacitti Group Inc. 1,000 1,000 No Change 2020-12-31
BELLEVUE ASSET MANAGEMENT, LLC 1,000 1,000 No Change 2020-12-31
Savior LLC 964 964 No Change 2020-12-31
Freestone Capital Holdings, LLC 958 106 804% 2020-12-31
Belmont Capital, LLC 878 0 New Buy 2020-12-31
Capital Investment Counsel, Inc 850 850 No Change 2020-12-31
AllSquare Wealth Management LLC 829 829 No Change 2020-12-31
Signet Investment Advisory Group, Inc. 800 0 New Buy 2020-12-31
Dougherty Wealth Advisers LLC 800 800 No Change 2020-12-31
FSA Wealth Management LLC 800 0 New Buy 2020-12-31
Archer Investment Corp 768 868 12% 2020-12-31
Atlas Private Wealth Advisors 738 847 13% 2020-12-31
Lloyd Advisory Services, LLC. 734 734 No Change 2020-12-31
Front Row Advisors LLC 705 705 No Change 2020-12-31
Center for Financial Planning, Inc. 705 0 New Buy 2020-12-31
Tortoise Investment Management, LLC 694 694 No Change 2020-12-31
Brand Asset Management Group, Inc. 687 687 No Change 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 646 645 0% 2020-12-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 642 641 0% 2020-12-31
Professional Financial Advisors, LLC 546 543 1% 2020-12-31
HHM Wealth Advisors, LLC 530 430 23% 2020-12-31
Sterling Investment Advisors, Ltd. 506 506 No Change 2020-12-31
MayTech Global Investments, LLC 500 500 No Change 2020-12-31
Oakworth Capital, Inc. 490 1,302 62% 2020-12-31
Armor Investment Advisors, LLC 488 0 New Buy 2020-12-31
Lindbrook Capital, LLC 470 662 29% 2020-12-31
Oder Investment Management, LLC 465 0 New Buy 2020-12-31
Freedman Financial Associates, Inc. 450 0 New Buy 2020-12-31
TD Capital Management LLC 400 0 New Buy 2020-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 400 0 New Buy 2020-12-31
Coastal Capital Group, Inc. 378 1,891 80% 2020-12-31
Vectors Research Management, LLC 346 346 No Change 2020-12-31
Merrion Investment Management Co, LLC 316 0 New Buy 2020-12-31
Moisand Fitzgerald Tamayo, LLC 300 300 No Change 2020-12-31
Inspire Advisors, LLC 300 0 New Buy 2020-12-31
Curi Wealth Management, LLC 292 0 New Buy 2020-12-31
DB Wealth Management Group, LLC 284 0 New Buy 2020-12-31
Asset Dedication, LLC 250 250 No Change 2020-12-31
Firestone Capital Management 214 0 New Buy 2020-12-31
DIVIDEND GROWTH ADVISORS, LLC 200 200 No Change 2020-12-31
Stonebridge Financial Planning Group, LLC 200 200 No Change 2020-12-31
DELTA ASSET MANAGEMENT LLC/TN 197 0 New Buy 2020-12-31
BAINCO INTERNATIONAL INVESTORS 180 0 New Buy 2020-12-31
Kinloch Capital, LLC 174 0 New Buy 2020-12-31
Balentine LLC 170 0 New Buy 2020-12-31
Eukles Asset Management 153 153 No Change 2020-12-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 151 151 No Change 2020-12-31
QUADRANT CAPITAL GROUP LLC 150 150 No Change 2020-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 150 151 1% 2020-12-31
MANCHESTER FINANCIAL INC 137 137 No Change 2020-12-31
Intellectus Partners, LLC 135 12,737 99% 2020-12-31
Pinnacle Wealth Planning Services, Inc. 134 0 New Buy 2020-12-31
Tradewinds Capital Management, LLC 133 521 74% 2020-12-31
Hudock Moyer Wealth Resources, LLC 127 295 57% 2020-12-31
Reby Advisors, LLC 125 0 New Buy 2020-12-31
Roble, Belko & Company, Inc 111 110 1% 2020-12-31
Addison Advisors LLC 110 0 New Buy 2020-12-31
Grant Street Asset Management, Inc. 102 0 New Buy 2020-12-31
Concord Wealth Partners 75 0 New Buy 2020-12-31
IFS Advisors, LLC 60 0 New Buy 2020-12-31
Capital Analysts, Inc. 59 59 No Change 2020-12-31
Disciplined Investments, LLC 51 51 No Change 2020-12-31
Semmax Financial Advisors Inc. 32 85 62% 2020-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 25 1,319 98% 2020-12-31
Versant Capital Management, Inc 20 20 No Change 2020-12-31
Accel Wealth Management 14 0 New Buy 2020-12-31
Renaissance Technologies(Jim Simons) 0 358,100 Sold Out 2020-12-31
NAVELLIER & ASSOCIATES INC 0 50,887 Sold Out 2020-12-31
SWARTHMORE GROUP INC 0 107,350 Sold Out 2020-12-31
ONTARIO TEACHERS PENSION PLAN BOARD 0 174,000 Sold Out 2020-12-31
EJF Capital LLC 0 650,000 Sold Out 2020-12-31
Montecito Bank & Trust 0 11,867 Sold Out 2020-12-31
Graham Capital Management, L.P. 0 5,650,000 Sold Out 2020-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 0 150,338 Sold Out 2020-12-31
Welch Group, LLC 0 9,935 Sold Out 2020-12-31
CIBC Global Asset Management Inc 0 1,103,200 Sold Out 2020-12-31
DOLIVER CAPITAL ADVISORS, INC. 0 7,000 Sold Out 2020-12-31
SCOPIA MANAGEMENT INC 0 387,141 Sold Out 2020-12-31
Quantitative Investment Management, LLC 0 1,116,372 Sold Out 2020-12-31
ALPINE WOODS CAPITAL INVESTORS, LLC 0 40,000 Sold Out 2020-12-31
CAPITAL ONE FINANCIAL CORP 0 14,447 Sold Out 2020-12-31
Manatuck Hill Partners, LLC 0 30,000 Sold Out 2020-12-31
Johnson Financial Group, Inc. 0 533 Sold Out 2020-12-31
MIZUHO SECURITIES USA INC. 0 149,413 Sold Out 2020-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 0 9,603 Sold Out 2020-12-31
J. Goldman & Co LP 0 57,087 Sold Out 2020-12-31
Virtu Financial LLC 0 14,748 Sold Out 2020-12-31
Asset Management Group, Inc. 0 9,098 Sold Out 2020-12-31
Sage Advisory Services, Ltd.Co. 0 40,870 Sold Out 2020-12-31
SMITHFIELD TRUST CO 0 1,000 Sold Out 2020-12-31
CFG Asset Management LLC 0 1,712 Sold Out 2020-12-31
JFS WEALTH ADVISORS, LLC 0 834 Sold Out 2020-12-31
BTG Pactual Global Asset Management Ltd 0 45,000 Sold Out 2020-12-31
Burns Wealth Management, Inc. 0 9,866 Sold Out 2020-12-31
Cranbrook Wealth Management, LLC 0 1,696 Sold Out 2020-12-31
Aldebaran Financial Inc. 0 8,310 Sold Out 2020-12-31
Advisory Alpha, LLC 0 393,242 Sold Out 2020-12-31
ELEMENT CAPITAL MANAGEMENT LLC 0 493,924 Sold Out 2020-12-31
JGP Global Gestao de Recursos Ltda. 0 63,000 Sold Out 2020-12-31
Concorde Asset Management, LLC 0 3,200 Sold Out 2020-12-31
Simcoe Capital Management, LLC 0 33,800 Sold Out 2020-12-31
Trexquant Investment LP 0 98,561 Sold Out 2020-12-31
Verger Capital Management LLC 0 153,143 Sold Out 2020-12-31
Graticule Asia Macro Advisors LLC 0 420,000 Sold Out 2020-12-31
Newfound Research LLC 0 86,719 Sold Out 2020-12-31
Cedar Wealth Management, LLC 0 271 Sold Out 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 0 534,736 Sold Out 2020-12-31
Itau Unibanco Holding S.A. 0 1,108,444 Sold Out 2020-12-31
GenTrust, LLC 0 65,000 Sold Out 2020-12-31
Hunting Hill Global Capital, LLC 0 28,600 Sold Out 2020-12-31
Shepherd Financial Partners LLC 0 12,643 Sold Out 2020-12-31
MYDA Advisors LLC 0 260,000 Sold Out 2020-12-31
Resource Management, LLC 0 11,249 Sold Out 2020-12-31
VIRIDIAN RIA, LLC 0 470,418 Sold Out 2020-12-31
Slow Capital, Inc. 0 384 Sold Out 2020-12-31
Emerald Investment Partners, LLC 0 2,844 Sold Out 2020-12-31
Altshuler Shaham Ltd 0 79,951 Sold Out 2020-12-31
Qube Research & Technologies Ltd 0 236,126 Sold Out 2020-12-31
BOENNING & SCATTERGOOD, INC. 0 10,883 Sold Out 2020-12-31
Community Capital Management, Inc. 0 35,000 Sold Out 2020-12-31
Rokos Capital Management LLP 0 12,500,000 Sold Out 2020-12-31
Aspire Private Capital, LLC 0 339 Sold Out 2020-12-31
Meridian Wealth Advisors, LLC 0 14,115 Sold Out 2020-12-31
HOEY INVESTMENTS, INC 0 460 Sold Out 2020-12-31
Kingsview Wealth Management, LLC 0 30,000 Sold Out 2020-12-31
IEQ CAPITAL, LLC 0 48,862 Sold Out 2020-12-31
HBC Financial Services, PLLC 0 36 Sold Out 2020-12-31
Pinz Capital Management, LP 0 20,000 Sold Out 2020-12-31
Blue Zone Wealth Advisors, LLC 0 14,366 Sold Out 2020-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 0 139 Sold Out 2020-12-31
Axiom Investment Management LLC 0 10,650 Sold Out 2020-12-31
Jump Financial, LLC 0 61,755 Sold Out 2020-12-31
CATALYST PRIVATE WEALTH, LLC 0 40 Sold Out 2020-12-31
PACES FERRY WEALTH ADVISORS, LLC 0 592 Sold Out 2020-12-31
Platform Technology Partners 0 33,496 Sold Out 2020-12-31
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