Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
ISHARES MSCI E.M.I.F   (ticker: EEM)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 1,400,293,770
Previous Holdings: 702,434,363
Change: 99.35%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
Moneda S.A. Administradora General de Fondos bought546,300,000 546,300,000 GOLDMAN SACHS GROUP INC sold30,206,100 0
MORGAN STANLEY bought39,828,787 39,828,787 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 60%14,950,000 10,000,000
Susquehanna International Group, LLP 44%17,820,138 58,420,497 SCHF (GPE), LLC sold8,427,300 0
Investment Management Corp of Ontario bought12,756,941 12,756,941 SEI INVESTMENTS CO sold8,154,726 0
JANE STREET GROUP, LLC 59%12,289,587 33,067,263 J P MORGAN CHASE & CO 49%7,403,844 7,575,054
Varma Mutual Pension Insurance Co 3,042%9,642,566 9,959,496 BANK OF AMERICA CORP /DE/ 14%6,742,063 41,049,058
Capstone Investment Advisors, LLC 161%8,387,233 13,591,695 CITADEL ADVISORS LLC (Kenneth C. Griffin) sold4,313,600 0
WIT, LLC bought6,593,704 6,593,704 MANUFACTURERES LIFE INSURANCE CO sold3,349,856 0
Diameter Capital Partners LP bought5,100,000 5,100,000 VICTORY CAPITAL MANAGEMENT INC sold3,219,704 0
CITIGROUP INC 24%5,084,939 26,298,954 DUPONT CAPITAL MANAGEMENT 58%2,427,720 1,752,439
NORTHERN TRUST CORP 144%5,018,077 8,513,154 Glen Point Capital LLP sold2,300,000 0
Clal Insurance Enterprises Holdings Ltd bought4,360,100 4,360,100 CIBC Global Asset Management Inc 93%2,183,326 173,513
SCOPUS ASSET MANAGEMENT, L.P. bought4,000,000 4,000,000 HSBC HOLDINGS PLC sold2,141,157 0
NOMURA HOLDINGS INC 177%3,498,800 5,473,100 BANK OF MONTREAL /CAN/ 76%1,940,826 598,463
PARAMETRIC PORTFOLIO ASSOCIATES 198%3,038,978 4,576,000 Granite Point Capital Management, L.P. 95%1,900,000 100,000
NWI MANAGEMENT LP bought2,915,000 2,915,000 Cutler Group LP 99%1,851,880 25,520
Vontobel Holding Ltd. bought2,183,403 2,183,403 Public Sector Pension Investment Board sold1,815,800 0
MD Financial Management Inc. bought1,694,283 1,694,283 Twin Tree Management, LP 77%1,719,164 503,038
TD ASSET MANAGEMENT INC 179%1,693,705 2,638,553 Graham Capital Management, L.P. 65%1,430,000 770,000
Bienville Capital Management, LLC 430%1,516,904 1,869,322 Ilmarinen Mutual Pension Insurance Co 75%1,328,700 452,800
REGIONS FINANCIAL CORP bought1,481,720 1,481,720 VOLORIDGE INVESTMENT MANAGEMENT, LLC 73%1,199,127 439,618
UBS Group AG 3%1,421,973 47,058,919 JEFFERIES GROUP INC /DE/ sold1,170,800 0
HUNTINGTON NATIONAL BANK 373%1,369,343 1,736,520 CREDIT SUISSE/ 1%1,042,434 91,971,820
New Harbor Financial Group, LLC bought1,126,057 1,126,057 Deer Park Road Corp sold1,000,000 0
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 1,954%1,094,000 1,150,000 aeris Capital Holding GmbH 44%845,000 1,082,600
SOROS CAPITAL MANAGEMENT LLC bought1,012,000 1,012,000 Advisors Preferred, LLC sold764,427 0
Brevan Howard Capital Management LP bought1,000,000 1,000,000 HAP Trading, LLC sold759,400 0
WOLVERINE TRADING, LLC 37%929,099 3,427,693 DEUTSCHE BANK AG 36%674,359 1,181,534
Tredje AP-fonden bought911,849 911,849 Quantitative Investment Management, LLC sold667,835 0
LAZARD ASSET MANAGEMENT LLC 195%893,068 1,350,296 Tower Research Capital LLC 99%665,654 5,646
FACTORY MUTUAL INSURANCE CO bought886,500 886,500 HighTower Advisors, LLC sold649,777 0
OLD MISSION CAPITAL, LLC bought884,848 884,848 Capula Management Ltd 32%633,478 1,355,591
Man Group plc 115%862,037 1,608,860 Bridgewater Associates, Inc.(Raymond Dalio) 12%530,910 3,824,428
BANK OF NOVA SCOTIA / 46%795,572 2,526,677 WELLS FARGO & CO/MN 2%488,839 24,496,366
Atlantic Trust Group, LLC 576%694,059 814,633 Itau Unibanco Holding S.A. sold478,284 0
Pathstone Family Office, LLC 7,223%477,723 484,337 HUGHES HOWARD MEDICAL INSTITUTE 99%429,000 6,000
BLUEFIN CAPITAL MANAGEMENT, LLC bought439,805 439,805 CIBC World Markets Inc. 59%413,614 287,042
Polar Securities Inc. 361%433,019 553,019 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 10%368,200 3,211,700
GW HENSSLER & ASSOCIATES LTD bought376,520 376,520 Renaissance Technologies(Jim Simons) 74%299,800 106,100
SG Americas Securities, LLC 40%371,249 1,302,049 Calamos Advisors LLC 21%286,000 1,056,500
Main Management LLC 113%339,065 639,268 Crestone Asset Management LLC sold282,569 0
Deep Field Asset Management LLC bought300,000 300,000 Johnson Midwest Financial, LLC sold266,418 0
AGF FUNDS INC bought300,000 300,000 Marketfield Asset Management LLC sold256,555 0
COWEN AND COMPANY, LLC bought284,300 284,300 CIBC WORLD MARKETS CORP sold235,700 0
FRONT BARNETT ASSOCIATES LLC bought276,117 276,117 FLOW TRADERS U.S. LLC sold227,085 0
WEXFORD CAPITAL LLC bought266,393 266,393 TERRIL BROTHERS, INC. sold208,400 0
Edgestream Partners, L.P. bought243,202 243,202 BESSEMER GROUP INC 7%207,211 2,767,600
FIFTH THIRD BANCORP 14%240,208 1,972,530 LINDEN ADVISORS LP sold200,000 0
TWO SIGMA INVESTMENTS LLC 1,262%234,242 252,803 SG3 Management, LLC sold195,000 0
Berry Street Capital Management LLP bought225,000 225,000 H D Vest Advisory Services 62%191,354 115,440
AMS Capital Ltda 28%222,000 1,022,000 Covalent Partners LLC sold180,000 0
COMMONWEALTH EQUITY SERVICES, LLC. 39%212,592 758,404 AMG National Trust Bank sold176,033 0
LPL Financial CORP 9%210,208 2,493,017 Oakmont Partners LLC sold163,517 0
Aft, Forsyth & Sober, LLC 360%200,150 255,750 ING GROEP NV 26%163,000 462,882
SPINNAKER CAPITAL LTD bought192,000 192,000 Bank Julius Baer & Co. Ltd, Zurich 79%161,972 44,078
HRT FINANCIAL LLC bought185,730 185,730 Checchi Capital Advisers, LLC sold160,916 0
1607 Capital Partners, LLC bought184,300 184,300 SpiderRock Advisors LLC sold144,800 0
STATE STREET CORP 48%183,700 566,148 Municipal Employees' Retirement System of Michigan sold143,336 0
AE Wealth Management LLC 261%174,361 241,201 Bank of New York Mellon CORP 2%137,396 7,388,865
Private Advisor Group, LLC bought170,112 170,112 Gryphon Financial Partners LLC 99%124,738 829
Willis Johnson & Associates, Inc. bought169,672 169,672 BROWN ADVISORY HOLDINGS INC sold122,607 0
IFP Advisors, Inc 546%166,684 197,211 STEPHENS INC /AR/ 33%108,638 216,349
Midwest Professional Planners, LTD. 6,133%163,752 166,422 TWO SIGMA SECURITIES, LLC sold107,600 0
Regal Investment Advisors, LLC bought161,213 161,213 STRS OHIO 13%106,680 700,000
TOMPKINS FINANCIAL CORP 604%161,066 187,730 BB&T CORP 4%101,081 2,531,117
Equitable Holdings, Inc. 475%160,043 193,741 Wealth Advisory Solutions, LLC sold92,372 0
Key Square Capital Management LLC bought156,740 156,740 Advisory Services Network, LLC 81%87,671 20,736
Cetera Investment Advisers 516%154,759 184,778 Vantage Financial Partners Ltd., Inc. 33%85,837 175,513
GOLDENTREE ASSET MANAGEMENT LP bought152,000 152,000 BlueCrest Capital Management Ltd 4%80,920 2,129,080
LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHIP bought149,838 149,838 Twele Capital Management, Inc. 27%76,523 205,418
Azimuth Capital Management LLC 155%148,691 244,833 Swan Wealth Advisors, Inc. 31%75,200 169,750
Raymond James Financial Services Advisors, Inc. 25%145,985 720,552 D. E. Shaw & Co., INC. (David E. Shaw) sold74,300 0
BosValen Asset Management Ltd 159%135,000 220,000 Hexavest Inc. 23%72,990 246,459
Weiss Multi-Strategy Advisers LLC bought131,511 131,511 MILLENNIUM MANAGEMENT LLC 8%71,234 856,497
AFFINITY WEALTH MANAGEMENT bought130,754 130,754 PRUDENTIAL FINANCIAL INC 8%70,569 785,565
HMS Capital Management, LLC bought125,021 125,021 KEYBANK NATIONAL ASSOCIATION/OH 4%68,128 1,787,724
COREPATH WEALTH PARTNERS LLC bought121,522 121,522 Sterling Manor Financial, LLC sold64,597 0
MEANS INVESTMENT CO., INC. 1,432%120,765 129,200 Clear Creek Financial Management, LLC sold58,909 0
Reby Advisors, LLC bought120,521 120,521 SIMPLEX TRADING, LLC 61%54,872 35,344
Symmetry Investments LP bought120,500 120,500 CHURCHILL MANAGEMENT GROUP /CA/ 2%54,282 3,314,789
L & S Advisors Inc bought119,816 119,816 ASSOCIATED BANC-CORP sold52,242 0
Liberty Mutual Group Asset Management Inc. bought117,596 117,596 Brookstone Capital Management 84%52,078 9,878
RAYMOND JAMES & ASSOCIATES 12%116,709 1,119,893 Guild Investment Management, Inc. sold51,875 0
IBEX WEALTH ADVISORS 371%110,711 140,557 Banco BTG Pactual S.A. sold50,000 0
Belvedere Trading LLC bought107,900 107,900 Muzinich & Co., Inc. 50%50,000 50,000
BBVA USA BANCSHARES INC 129%107,117 190,124 GREENLEAF TRUST 8%49,853 554,482
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 1,153%105,000 114,105 RiverGlades Family Offices LLC 61%47,721 30,151
SPRINGBOK CAPITAL MANAGEMENT, LLC bought103,800 103,800 FMR LLC 100%45,886 14
K2 PRINCIPAL FUND, L.P. bought100,000 100,000 SUNRISE PARTNERS LLC /CT 41%45,010 65,000
JONES ROAD CAPITAL MANAGEMENT, L.P. bought100,000 100,000 BTG Pactual Global Asset Management Ltd sold45,000 0
ENVESTNET ASSET MANAGEMENT INC 4%99,648 2,878,460 SMITH, MOORE & CO. 48%44,523 47,311
UBP Investment Advisors SA 37%95,490 353,816 Institute for Wealth Management, LLC. sold42,177 0
Kestra Advisory Services, LLC 55%93,398 262,502 LEGAL & GENERAL GROUP PLC 49%42,000 44,000
EASTERN BANK 20%91,335 549,714 DIAM Co., Ltd. 9%42,000 402,000
Baron Financial Group, LLC bought90,895 90,895 National Asset Management, Inc. sold41,833 0
Retirement Systems of Alabama 1%90,576 16,714,526 Ballentine, Finn & Company, Inc. 20%41,597 171,559
FIRST INTERSTATE BANCSYSTEM INC bought86,233 86,233 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC sold41,265 0
US BANCORP DE 2%82,638 4,792,269 Verity Asset Management, Inc. sold40,136 0
Arete Wealth Advisors, LLC bought81,735 81,735 ARROWSTREET CAPITAL LIMITED PARTNERSHIP 63%38,707 23,164
LANSDOWNE PARTNERS (UK) LLP bought78,759 78,759 Mechanics Bank Trust Department 79%35,700 9,652
Round Rock Advisors, LLC bought77,905 77,905 Janney Montgomery Scott LLC 10%35,166 322,515
Meridian Wealth Management, LLC 1,317%77,145 83,002 HT Partners LLC 10%34,112 306,456
JAMES INVESTMENT RESEARCH INC bought77,110 77,110 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 81%33,599 7,947
Foundations Investment Advisors, LLC bought76,515 76,515 CLS INVESTMENT FIRM, LLC sold33,082 0
Greystone Financial Group, LLC bought75,954 75,954 Polaris Wealth Advisers, LLC 9%31,992 319,954
Crew Capital Management, Ltd. bought75,675 75,675 Gladius Capital Management LP 10%31,800 301,900
Harel Insurance Investments & Financial Services Ltd. 1,026%75,119 82,442 Aveo Capital Partners, LLC sold30,403 0
Atom Investors LP bought75,000 75,000 JUNCTURE WEALTH STRATEGIES, LLC 11%30,361 247,559
BRANDES INVESTMENT PARTNERS, LP(Charles Brandes) 2,043%73,538 77,137 PRUDENTIAL CORP PLC 9%30,360 311,350
LINCOLN NATIONAL CORP 61%73,441 194,000 Nuveen Asset Management, LLC 57%29,180 21,677
PARTNERS CAPITAL INVESTMENT GROUP, LLP bought72,453 72,453 CENTAURUS FINANCIAL, INC. 82%26,920 5,906
Walleye Trading LLC 404%70,648 88,148 HOURGLASS CAPITAL, LLC sold26,815 0
Psagot Investment House Ltd. bought65,644 65,644 SCHRODER INVESTMENT MANAGEMENT GROUP sold26,746 0
MARSHALL & SULLIVAN INC /WA/ 1,904%63,898 67,254 AMP Capital Investors Ltd 12%26,115 190,224
NORTHEAST INVESTMENT MANAGEMENT bought60,864 60,864 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 79%25,449 6,737
FormulaFolio Investments, LLC bought60,577 60,577 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4%25,443 552,993
Point Break Capital Management, LLC bought60,000 60,000 Strategic Investment Advisors / MI 22%24,750 86,755
Susquehanna International Group Ltd. bought58,706 58,706 Intellectus Partners, LLC 92%24,537 2,100
55I, LLC 60%58,227 155,327 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 8%23,719 288,730
Parsec Financial Management, Inc. bought58,050 58,050 Magnus Financial Group LLC 45%23,656 29,255
NEW YORK STATE COMMON RETIREMENT FUND 46%58,000 183,575 CONNING Asset Management Co. sold23,358 0
DIMENSION CAPITAL MANAGEMENT PARTNERS 54%57,692 164,481 EWG Elevate Inc. 84%22,741 4,219
Strategic Wealth Advisors Group,Inc. 232%57,558 82,421 Toroso Investments, LLC 31%22,550 49,260
AMERIPRISE FINANCIAL INC 6%57,412 1,069,854 Keebeck Alpha, LP 14%21,196 125,640
Mirae Asset Global Investments Co., Ltd. 18%55,900 368,210 Windsor Creek Advisors, LLC 16%20,800 108,500
HWG Holdings LP bought55,754 55,754 Financial Advocates Investment Management 35%20,726 38,955
WESBANCO BANK INC bought55,254 55,254 Richard P Slaughter Associates Inc 23%20,607 68,195
NTV ASSET MANAGEMENT LLC 32%55,206 230,158 TEWKSBURY CAPITAL MANAGEMENT LTD 14%20,500 128,400
Csenge Advisory Group 92%54,075 112,747 NATIXIS sold19,981 0
Centiva Capital, LP bought50,000 50,000 XR Securities LLC 59%19,911 14,089
Premier Asset Managment LLC bought49,500 49,500 GeoWealth Management, LLC sold19,013 0
SCHAFER CULLEN CAPITAL MANAGEMENT INC bought49,500 49,500 WHITTIER TRUST CO 11%18,795 146,940
ATTICUS WEALTH MANAGEMENT, LLC 36,028%49,358 49,495 Milestone Group, Inc. 28%18,697 48,921
Belpointe Asset Management LLC bought48,670 48,670 AMERICAN INTERNATIONAL GROUP INC 22%18,200 62,717
ENCOMPASS WEALTH ADVISORS, LLC bought47,809 47,809 LFA - Lugano Financial Advisors SA 25%16,894 50,017
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC bought47,809 47,809 Financial Services Advisory Inc sold16,510 0
Oldfather Financial Services, LLC bought47,319 47,319 CAZ INVESTMENTS LP 40%16,100 24,361
BAILARD, INC. 3%47,086 1,438,299 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 4%15,596 354,790
Annandale Capital, LLC bought45,012 45,012 CAMBRIDGE TRUST CO 10%14,256 123,451
THOMAS WHITE INTERNATIONAL LTD 856%44,908 50,156 Full Sail Capital, LLC 15%14,125 78,732
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV bought43,630 43,630 Abundance Wealth Counselors 100%13,865 25
Orin Green Financial, LLC bought42,903 42,903 Capital Wealth Planning, LLC sold13,541 0
Castellan Group, LLC bought42,900 42,900 Hirtle Callaghan & Co Inc 1%13,343 2,091,872
LAIRD NORTON TYEE TRUST CO bought42,563 42,563 Goss Wealth Management LLC 42%13,320 18,620
OPPENHEIMER & CO INC 26%41,024 201,810 Aaron Wealth Advisors LLC sold13,180 0
MAVEN SECURITIES Ltd bought40,537 40,537 HANCOCK HOLDING CO 14%13,175 82,710
Colony Family Offices, LLC bought39,729 39,729 WESTPORT ASSET MANAGEMENT INC 7%13,086 186,914
US FINANCIAL ADVISORS, LLC 36%38,451 145,469 Halbert, Hargrove/Russell LLC 1%13,019 1,385,501
Intercontinental Wealth Advisors, LLC bought38,319 38,319 Multi-Financial Securities Corp 29%12,853 32,112
Sawtooth Asset Management, Inc. 166%36,308 58,120 DT Investment Partners, LLC 22%12,750 44,234
Independence Bank of Kentucky 120%36,183 66,347 Efficient Advisors, LLC 9%12,529 127,364
Select Asset Management & Trust bought36,000 36,000 Arbor Investment Advisors, LLC 5%12,368 247,835
BANK OF STOCKTON 22%35,341 196,753 Buckingham Asset Management, LLC 10%11,868 105,752
River Wealth Advisors LLC 20%34,848 205,323 MACKAY SHIELDS LLC sold11,356 0
Prospera Financial Services 73%34,360 81,445 Arrow Investment Advisors, LLC 9%10,804 106,893
FRANKLIN RESOURCES INC 6%33,708 618,465 EATON VANCE MANAGEMENT 4%10,784 235,634
ExodusPoint Capital Management, LP 1,605%33,700 35,800 Tibra Equities Europe Ltd sold10,676 0
FIRST NATIONAL TRUST CO 154%33,141 54,697 CI INVESTMENTS INC. 20%10,623 41,669
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 19%33,110 206,577 FineMark National Bank & Trust 7%10,612 131,440
Steward Partners Investment Advisory, LLC 25%32,005 161,118 REED CONNER & BIRDWELL LLC sold10,500 0
Chicago Partners Investment Group LLC 14%31,150 253,982 SAGE FINANCIAL GROUP INC sold10,231 0
Nationwide Asset Management LLC bought30,800 30,800 Community Capital Management, Inc. sold10,000 0
DiMeo Schneider & Associates, L.L.C. bought30,736 30,736 CPCM, LLC 3%9,839 279,000
Camelot Portfolios, LLC 382%30,472 38,439 MA Private Wealth 25%9,628 28,879
San Luis Wealth Advisors LLC bought30,127 30,127 PARK AVENUE SECURITIES LLC 3%9,538 279,294
Golden State Equity Partners bought30,059 30,059 Trexquant Investment LP sold9,496 0
Luken Investment Analytics, LLC bought29,621 29,621 Sumitomo Mitsui Trust Holdings, Inc. 4%9,400 207,538
McKinley Carter Wealth Services, Inc. bought29,089 29,089 Smart Portfolios, LLC sold9,131 0
Rothschild & Co Wealth Management UK Ltd 202%28,917 43,213 Wellspring Financial Advisors, LLC sold8,774 0
Vigilare Wealth Management bought28,286 28,286 Stratos Wealth Advisors, LLC 42%8,727 12,235
CITY HOLDING CO 25%27,941 141,449 NexWave Capital Partners LLC sold8,549 0
PineBridge Investments Ltd 367%27,044 34,404 FIRST COMMONWEALTH FINANCIAL CORP /PA/ 12%8,456 63,720
ATRIA INVESTMENTS LLC bought26,076 26,076 Salomon & Ludwin, LLC 4%8,393 185,535
Hunting Hill Global Capital, LLC bought25,800 25,800 CenterStar Asset Management, LLC sold8,055 0
HCR Wealth Advisors 1,029%25,590 28,078 Hoover Financial Advisors, Inc. 16%7,937 41,575
THORNBURG INVESTMENT MANAGEMENT INC bought25,229 25,229 MEMBERS Trust Co 23%7,674 25,104
Jump Financial, LLC bought24,926 24,926 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1%7,626 514,873
SeaCrest Wealth Management, LLC 199%24,886 37,418 vontobel swiss wealth advisors AG 30%7,623 17,377
Intrua Financial, LLC bought24,855 24,855 Steel Peak Wealth Management LLC 7%7,543 97,574
Cedar Brook Financial Partners, LLC bought24,068 24,068 Ridgewood Investments LLC sold7,500 0
Israel Discount Bank of New York 15%24,019 185,304 AlphaStar Capital Management, LLC sold7,490 0
Goldstein Munger & Associates 9%23,965 291,411 FIRST MERCHANTS CORP 7%7,335 97,073
USCA RIA LLC 45%23,856 76,679 Ambassador Advisors, LLC sold7,250 0
PINNACLE FINANCIAL PARTNERS INC 37%23,763 87,455 WAYNE HUMMER INVESTMENTS L.L.C. sold7,238 0
Octavia Wealth Advisors, LLC bought23,692 23,692 Wealth Quarterback LLC sold7,065 0
Occidental Asset Management, LLC bought22,870 22,870 UNIONBANCAL CORP 2%7,040 313,034
InterOcean Capital Group, LLC bought22,682 22,682 Blueshift Asset Management, LLC sold6,876 0
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 31%22,388 95,148 FIDUCIARY TRUST CO 2%6,834 368,871
Crabel Capital Management, LLC bought21,446 21,446 MASON STREET ADVISORS LLC sold6,600 0
Parallel Advisors, LLC 24%21,396 109,346 CAPITAL ONE FINANCIAL CORP sold6,540 0
All Terrain Financial Advisors, LLC 17%21,375 148,786 AJ WEALTH STRATEGIES, LLC sold6,497 0
Stelac Advisory Services LLC 16%21,278 156,919 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 49%6,232 6,371
TRUST CO OF VERMONT bought21,224 21,224 Royal Fund Management, LLC sold6,070 0
Financial Network 10%20,736 221,063 SIGNATUREFD, LLC 30%6,000 14,000
KESTRA PRIVATE WEALTH SERVICES, LLC bought20,317 20,317 Neuberger Berman Group LLC 58%6,000 4,391
BANK OF THE WEST 7%20,058 297,287 Covenant Multifamily Offices, LLC sold5,732 0
RBF Capital, LLC bought20,000 20,000 Gyon Technologies Capital Management, LP sold5,700 0
Private Wealth Advisors, LLC bought19,097 19,097 PALLADIUM PARTNERS LLC 3%5,530 153,407
WHALEROCK POINT PARTNERS, LLC 2,138%18,363 19,222 DOWLING & YAHNKE INC 19%5,474 23,968
Resolute Advisors LLC bought17,512 17,512 ROYAL BANK OF SCOTLAND GROUP PLC sold5,298 0
Emerald Investment Partners, LLC 144%17,507 29,671 First Financial Bank, N.A. - Trust Division 3%5,287 160,403
SONATA CAPITAL GROUP INC 77%16,835 38,718 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 35%5,273 9,704
Kingsview Wealth Management, LLC bought16,524 16,524 STOCK YARDS BANK & TRUST CO 2%5,203 219,416
MERCER GLOBAL ADVISORS INC /ADV 61%16,412 43,203 Asset Dedication, LLC 80%4,938 1,258
Integrated Wealth Concepts LLC 42%16,385 55,360 Lido Advisors, LLC 14%4,928 29,651
FMA ADVISORY INC bought16,379 16,379 Affinity Capital Advisors, LLC sold4,848 0
FIRST MIDWEST BANK TRUST DIVISION 27%15,767 74,591 Dynamic Advisors Solutions LLC 4%4,781 112,283
Heartwood Wealth Advisors LLC 104%15,738 30,890 Wharton Business Group, LLC sold4,716 0
Jaffetilchin Investment Partners, LLC bought15,470 15,470 Bremer Bank National Association 3%4,669 136,640
LEE DANNER & BASS INC 23%15,225 82,681 FDx Advisors, Inc. 29%4,654 11,545
Verdence Capital Advisors LLC 12%15,159 139,288 HBK Sorce Advisory LLC 7%4,559 64,451
MML INVESTORS SERVICES, LLC 6%14,863 261,227 Strategic Wealth Partners Group LLC 19%4,558 19,426
WADE G W & INC 184%14,665 22,655 SCHWAB CHARLES INVESTMENT MANAGEMENT INC 34%4,532 8,749
SILVERCREST ASSET MANAGEMENT GROUP LLC bought14,542 14,542 Banco de Sabadell, S.A 79%4,500 1,230
Change Path, LLC bought14,540 14,540 ING INVESTMENT MANAGEMENT LLC 8%4,375 48,344
Charter Oak Capital Management, LLC bought14,482 14,482 Bernardo Wealth Planning LLC sold4,197 0
Sightline Wealth Advisors, LLC bought14,126 14,126 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 5%4,080 78,152
Integer Wealth Advisors Group LLC bought14,073 14,073 YHB Investment Advisors, Inc. 6%4,007 62,362
RSM US WEALTH MANAGEMENT LLC 120%14,000 25,712 QUADRANT CAPITAL GROUP LLC 23%3,958 13,195
K.J. Harrison & Partners Inc bought14,000 14,000 GLENMEDE TRUST CO NA 2%3,909 215,655
SPRENG CAPITAL MANAGEMENT, INC. bought13,195 13,195 MATHER GROUP, INC. 17%3,761 18,823
MAI Wealth Advisors 8%12,869 171,395 TRUSTCORE FINANCIAL SERVICES, LLC 6%3,749 54,131
Freestone Capital Holdings, LLC 8%12,847 180,828 Glovista Investments LLC 14%3,691 21,845
QS Investors, LLC bought12,479 12,479 WHITTIER TRUST CO OF NEVADA INC 2%3,666 165,774
Capital Wealth Alliance, LLC bought12,396 12,396 MPS Loria Financial Planners, LLC 14%3,558 22,666
SCS Capital Management LLC 15%12,326 94,695 CAROLINAS WEALTH CONSULTING LLC 15%3,452 19,817
Spectrum Asset Management, Inc. (NB/CA) bought12,012 12,012 Brown University sold3,450 0
Point72 Asset Management, L.P. 10%11,800 126,800 ALLIANCEBERNSTEIN L.P. 6%3,385 48,824
BRADLEY FOSTER & SARGENT INC/CT 45%11,780 38,221 Simmons Bank 2%3,323 163,579
Compagnie Lombard, Odier SCA 19%11,700 72,560 Curi Wealth Management, LLC sold3,321 0
Mitsubishi UFJ Trust & Banking Corp 2%11,453 496,935 GOULD ASSET MANAGEMENT LLC /CA/ 17%3,310 16,335
Sage Capital Advisors,llc 58%11,423 31,090 Portland Global Advisors LLC 1%3,248 256,156
Private Wealth Group, LLC bought11,143 11,143 Fulcrum Equity Management 41%3,187 4,495
Ancora Advisors, LLC 83%11,105 24,411 M&T BANK CORP 0%3,088 957,803
PATTEN & PATTEN INC/TN 24%10,715 55,299 Perigon Wealth Management, LLC 5%3,019 58,510
MMA ASSET MANAGEMENT LLC bought10,663 10,663 WAYNE HUMMER ASSET MANAGEMENT CO 6%2,989 47,513
ROMAN BUTLER FULLERTON & CO bought10,590 10,590 Crestwood Advisors LLC 6%2,978 46,151
Evercore Wealth Management, LLC 18%10,563 68,033 Rockefeller Capital Management L.P. 2%2,944 126,121
PUTNAM FL INVESTMENT MANAGEMENT CO 17%10,547 72,904 Parcion Private Wealth LLC 28%2,887 7,337
Diversified Trust Co bought10,128 10,128 FIRST INTERSTATE BANK 3%2,855 103,233
KILEY JUERGENS WEALTH MANAGEMENT, LLC bought10,011 10,011 OPTIMUM INVESTMENT ADVISORS 15%2,836 16,385
Telemetry Investments, L.L.C. bought10,000 10,000 SNS Financial Group, LLC 2%2,773 162,517
STATE OF WISCONSIN INVESTMENT BOARD bought10,000 10,000 Burt Wealth Advisors sold2,740 0
Karp Capital Management Corp 5%9,992 202,946 Sugarloaf Wealth Management, LLC 94%2,557 160
GREAT VALLEY ADVISOR GROUP, INC. 46%9,930 31,727 Budros, Ruhlin & Roe, Inc. 23%2,485 8,129
HOWLAND CAPITAL MANAGEMENT INC bought9,876 9,876 MISSION WEALTH MANAGEMENT, LLC 10%2,459 21,701
CAPE COD FIVE CENTS SAVINGS BANK bought9,820 9,820 SP Asset Management 2%2,427 102,083
WealthBridge Investment Counsel Inc. 3%9,785 337,940 SOA Wealth Advisors, LLC. 7%2,417 30,254
RB Capital Management, LLC 56%9,776 27,186 Blue Creek Investment Partners, LLC 69%2,400 1,100
Wambolt & Associates, LLC 62%9,574 25,091 Ellevest, Inc. 43%2,399 3,183
Lakeview Capital Partners, LLC 271%9,455 12,942 WOLVERINE ASSET MANAGEMENT LLC sold2,350 0
Journey Advisory Group, LLC bought9,440 9,440 MONETA GROUP INVESTMENT ADVISORS INC 5%2,337 45,520
Sowell Financial Services LLC 24%9,330 47,871 FINANCIAL COUNSELORS INC 4%2,320 55,638
SUMMIT FINANCIAL GROUP INC 10%9,221 103,573 Paracle Advisors, LLC 4%2,282 50,482
FIERA SCEPTRE INC. 3%9,084 354,513 Capital Directions Investment Advisors, LLC 3%2,273 73,331
Migdal Insurance & Financial Holdings Ltd. 17%9,050 62,109 Procyon Private Wealth Partners, LLC 6%2,265 34,245
True Link Financial Advisors, LLC bought9,024 9,024 FIRST NATIONAL BANK OF OMAHA 8%2,226 24,745
Mayflower Financial Advisors, LLC bought8,983 8,983 CAMG Solamere Management, LLC 27%2,225 5,917
Laidlaw Wealth Management LLC bought8,908 8,908 SOL Capital Management CO 15%2,200 12,500
Column Capital Advisors, LLC 16%8,884 64,038 Glenview Trust Co 1%2,176 169,748
CAPTRUST FINANCIAL ADVISORS 11%8,876 88,926 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 7%2,173 27,185
Blue Sky Asset Management, LLC bought8,818 8,818 Burleson & Company, LLC 14%2,141 12,683
FLAGSHIP HARBOR ADVISORS, LLC 34%8,658 34,097 Waldron, LP 2%2,123 109,565
Sigma Planning Corp 46%8,527 26,949 MEITAV DASH INVESTMENTS LTD 2%2,110 105,490
Pettinga Financial Advisors, LLC bought8,493 8,493 EFG Asset Management (Americas) Corp. 3%2,105 68,576
Clarity Wealth Advisors, LLC 14%8,432 69,489 Tuttle Tactical Management LLC 31%2,079 4,675
Montecito Bank & Trust 63%8,150 20,991 CONNABLE OFFICE INC 0%2,029 1,302,650
Mariner Wealth Advisors, LLC 1%8,028 737,460 Dorsey Wright & Associates 4%2,029 43,913
Great Point Wealth Advisors, LLC bought8,023 8,023 RESOURCES MANAGEMENT CORP /CT/ /ADV 7%2,014 25,406
Tradition Wealth Management, LLC bought7,965 7,965 Private Capital Group, LLC 30%1,982 4,660
Fort Point Capital Partners, LLC 8%7,667 103,669 Spotlight Asset Group, Inc. 8%1,937 23,285
Coastal Investment Advisors, Inc. bought7,406 7,406 BRIGHTON JONES LLC 2%1,931 121,206
Main Street Financial Solutions, LLC bought7,259 7,259 Baird Financial Group, Inc. 1%1,929 371,827
20/20 Capital Management, Inc. bought7,150 7,150 Abbrea Capital, LLC 3%1,914 55,117
Altium Wealth Management LLC bought7,138 7,138 TORONTO DOMINION BANK 63%1,900 1,100
Paul John Balson 75%7,135 16,661 XML Financial, LLC 4%1,877 42,644
WEALTHSOURCE PARTNERS, LLC bought7,033 7,033 McClarren Financial Advisors, Inc. 82%1,853 413
PARSONS CAPITAL MANAGEMENT INC/RI 25%6,980 34,507 Cresset Asset Management, LLC 0%1,797 371,133
Paulson Wealth Management Inc. 3%6,901 238,855 DAVIDSON D A & CO 0%1,784 429,589
Global Trust Asset Management, LLC 59%6,884 18,560 CREDIT AGRICOLE S A 25%1,780 5,275
Fusion Capital, LLC 12%6,872 64,242 Founders Financial Alliance, LLC 99%1,730 25
IHT Wealth Management, LLC 49%6,808 20,642 NAVELLIER & ASSOCIATES INC 5%1,661 31,355
ENTERPRISE FINANCIAL SERVICES CORP 3%6,728 254,774 Ramsay, Stattman, Vela & Price, Inc. 4%1,575 41,213
Rede Wealth, LLC bought6,727 6,727 Gemmer Asset Management LLC 71%1,515 608
Baystate Wealth Management LLC 10%6,649 72,578 CARY STREET PARTNER INVESTMENT ADVISORY LLC sold1,514 0
TELEMUS CAPITAL, LLC 14%6,590 54,370 ROCKLAND TRUST CO 5%1,503 28,548
Essex Financial Services, Inc. 92%6,395 13,320 Clean Yield Group sold1,500 0
ELM ADVISORS, LLC bought6,300 6,300 NewFocus Financial Group, LLC 3%1,433 40,787
Banque Cantonale Vaudoise bought6,200 6,200 Blue Fin Capital, Inc. 2%1,429 75,941
Sontag Advisory, LLC bought6,082 6,082 OXFORD FINANCIAL GROUP LTD 3%1,410 52,908
WELCH & FORBES LLC 13%6,060 52,007 Archford Capital Strategies, LLC 10%1,390 11,869
Kaizen Financial Strategies bought6,041 6,041 NORTHWEST WEALTH MANAGEMENT, LLC 5%1,350 25,335
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15%6,040 47,401 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9%1,317 13,983
Context Capital Management, LLC bought6,000 6,000 Roble, Belko & Company, Inc 8%1,304 14,319
CVA Family Office, LLC bought5,813 5,813 BENJAMIN F. EDWARDS & COMPANY, INC. 11%1,215 9,380
Stillwater Capital Advisors, LLC bought5,810 5,810 Hartland & Co., LLC 4%1,188 28,516
Hilltop Holdings Inc. 59%5,663 15,221 Financial Engines Advisors L.L.C. 16%1,174 6,148
First City Capital Management, Inc. bought5,620 5,620 Aptus Capital Advisors, LLC 60%1,154 766
St. Johns Investment Management Company, LLC 15%5,605 42,827 Community Bank, N.A. 22%1,149 4,024
DUBUQUE BANK & TRUST CO bought5,604 5,604 ACT WEALTH MANAGEMENT, LLC 15%1,111 6,353
BAROMETER CAPITAL MANAGEMENT INC. bought5,595 5,595 J.W. COLE ADVISORS, INC. 3%1,107 32,180
Schwab Charitable Fund bought5,544 5,544 Fund Evaluation Group, LLC 2%1,096 43,494
People's United Financial, Inc. 0%5,523 1,121,173 BBK Capital Partners, LLC 14%1,072 6,458
BP WEALTH MANAGEMENT, LLC 696%5,515 6,307 WADDELL & ASSOCIATES, LLC 4%1,054 27,415
MIDDLETON & CO INC/MA 16%5,500 40,535 ATWOOD & PALMER INC 0%1,050 350,628
BLAIR WILLIAM & CO/IL 2%5,455 316,046 MARSHALL FINANCIAL GROUP INC /ADV 15%1,038 5,692
OHE FINANCIAL INC bought5,455 5,455 Johnson Financial Group, Inc. 94%1,025 65
McGowan Group Asset Management, Inc. bought5,380 5,380 COMPTON CAPITAL MANAGEMENT INC /RI 14%1,000 6,325
HOWE & RUSLING INC 1,610%5,378 5,712 Lehman & Derafelo Financial Resources LLC 22%1,000 3,592
Newman & Schimel, LLC 34%5,373 21,012 Capital Investment Advisory Services, LLC 55%1,000 819
COLTON GROOME FINANCIAL ADVISORS, LLC bought5,360 5,360 UMA Financial Services, Inc. 8%983 11,634
PEOPLES BANK NATIONAL ASSOCIATION bought5,359 5,359 MainStreet Investment Advisors LLC 9%965 9,245
Cypress Wealth Services, LLC bought5,347 5,347 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2%959 43,292
WEDBUSH MORGAN SECURITIES INC 48%5,335 16,382 JOHNSON INVESTMENT COUNSEL INC 2%943 48,158
Banco Santander, S.A. 35%5,277 20,328 Cranbrook Wealth Management, LLC 2%943 49,847
We Are One Seven, LLC 51%5,266 15,558 LEVEL FOUR ADVISORY SERVICES, LLC 3%938 26,710
WEBSTERROGERS FINANCIAL ADVISORS, LLC bought5,227 5,227 Personal Resources Investment & Strategic Management, Inc. 2%919 60,097
Flagship Private Wealth, LLC bought5,200 5,200 Ausdal Financial Partners, Inc. 4%913 22,924
WHITE BAY PT LLC bought5,200 5,200 Danda Trouve Investment Management, Inc. sold900 0
Solstein Capital, LLC bought5,200 5,200 Platte River Wealth Advisors, LLC 2%877 41,997
ROOSEVELT INVESTMENT GROUP INC bought5,195 5,195 BURNEY CO/ 5%870 17,268
NBT BANK N A /NY 5%5,062 104,513 Golden State Wealth Management, LLC 8%860 10,222
ASPIRIANT, LLC 5%5,009 112,437 COMMERCE BANK N A/MO 0%825 314,012
Welch Group, LLC bought4,993 4,993 JSF Financial, LLC 7%797 11,018
UNITED CAPITAL FINANCIAL ADVISERS,INC. 3%4,975 175,484 Carroll Financial Associates, Inc. 56%794 632
Country Club Trust Company, n.a. 5%4,958 112,691 Birch Hill Investment Advisors LLC 1%788 60,213
Fiduciary Group LLC bought4,956 4,956 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1%782 56,237
Berger Financial Group, Inc bought4,941 4,941 Court Place Advisors, LLC 7%775 10,302
Wealth Dimensions Group, Ltd. bought4,896 4,896 Atlas Brown,Inc. 2%774 38,388
Van Hulzen Asset Management, LLC 107%4,860 9,410 American Investment Services, Inc. 5%769 15,321
Canvas Wealth Advisors, LLC bought4,854 4,854 KINGS POINT CAPITAL MANAGEMENT 5%764 15,135
Northeast Financial Consultants Inc bought4,834 4,834 Paradigm Financial Advisors, LLC 12%750 5,645
MBL Wealth, LLC bought4,814 4,814 HIGHLAND CAPITAL MANAGEMENT CORP 6%750 11,464
Atlanta Capital Group 3%4,751 142,416 HOLLENCREST SECURITIES LLC 3%749 24,080
HARBOR FINANCIAL SERVICES, LLC bought4,733 4,733 JFS WEALTH ADVISORS, LLC 3%746 26,838
ClariVest Asset Management LLC 14%4,700 37,400 Diversified Portfolios, Inc. 2%720 33,302
JONES FINANCIAL COMPANIES LLLP bought4,679 4,679 UNITED BANK /VA/ 3%689 21,249
BOENNING & SCATTERGOOD, INC. bought4,669 4,669 WHITE PINE CAPITAL LLC 6%679 10,838
CULLEN FROST BANKERS INC 2%4,598 194,712 BRYN MAWR TRUST CO/PA 1%667 114,333
Chevy Chase Trust Holdings, Inc. bought4,559 4,559 SFMG, LLC 4%661 15,666
Covington Capital Management 18%4,553 30,564 SMITHFIELD TRUST CO 1%659 82,953
Tranquility Partners, LLC bought4,513 4,513 Ayalon Holdings Ltd. 3%656 20,697
Smith, Salley & Associates bought4,437 4,437 Chesapeake Wealth Management 3%628 23,989
BRIDGES INVESTMENT MANAGEMENT INC 3%4,425 137,840 Truepoint, Inc. 2%622 34,524
MONTICELLO WEALTH MANAGEMENT, LLC 95%4,425 9,083 KWMG, LLC 7%621 8,830
BLUESTEIN R H & CO bought4,425 4,425 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2%621 33,275
ANCHOR CAPITAL ADVISORS INC bought4,400 4,400 APPLETON PARTNERS INC/MA 3%606 20,965
Bridgeworth, LLC bought4,385 4,385 Columbia Trust Co 01012016 5%598 11,895
Probity Advisors, Inc. bought4,337 4,337 Pure Financial Advisors, Inc. 10%596 5,570
Legacy Wealth Partners, Inc. bought4,219 4,219 Rehmann Capital Advisory Group 1%591 73,521
MASSMUTUAL TRUST CO FSB/ADV 6%4,218 71,124 Dorsey & Whitney Trust CO LLC 3%587 16,232
Abbot Financial Management, Inc. bought4,200 4,200 Almanack Investment Partners, LLC. 2%587 27,860
Marathon Trading Investment Management LLC bought4,200 4,200 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4%581 14,822
BDO Wealth Advisors, LLC 15%4,152 31,089 Berkshire Bank 4%572 14,094
Executive Wealth Management, LLC bought4,128 4,128 PBMares Wealth Management LLC 8%555 6,607
Redhawk Wealth Advisors, Inc. bought4,124 4,124 Financial Architects, Inc 4%547 12,477
Roundview Capital LLC bought4,104 4,104 BSC PRIVATE WEALTH MANAGEMENT, LLC 3%539 17,977
Kathmere Capital Management, LLC bought4,100 4,100 Financial Advisors Network, Inc. 1%522 54,210
TCF National Bank 15%4,038 30,986 Regent Peak Wealth Advisors LLC sold510 0
Leisure Capital Management bought4,025 4,025 First Command Advisory Services, Inc. sold507 0
CAPE ANN SAVINGS BANK bought4,012 4,012 MURPHY CAPITAL MANAGEMENT INC 4%500 11,350
Round Table Services, LLC bought4,006 4,006 Elk River Wealth Management, LLC 9%500 5,280
Windham Capital Management, LLC bought4,000 4,000 Pinnacle Wealth Planning Services, Inc. 6%491 8,194
NorthRock Partners, LLC bought3,997 3,997 PROEQUITIES, INC. 4%484 12,763
FOSTER DYKEMA CABOT & CO INC/MA bought3,978 3,978 TAP Consulting, LLC 3%481 16,502
Koshinski Asset Management, Inc. bought3,970 3,970 Mutual Advisors, LLC 2%479 18,866
GRT CAPITAL PARTNERS LLC bought3,937 3,937 FORTEM FINANCIAL GROUP, LLC sold475 0
Single Point Partners, LLC bought3,935 3,935 Veritable, L.P. 1%457 51,447
Baldwin Investment Management, LLC bought3,900 3,900 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA sold450 0
BANK HAPOALIM BM 34%3,896 15,477 O'Dell Group, LLC 3%442 15,444
MANAGED ACCOUNT SERVICES INC bought3,859 3,859 Ellis Investment Partners, LLC 15%439 2,489
ROTHSCHILD INVESTMENT CORP /IL 47%3,850 12,095 Guidance Point Advisors, LLC 3%434 14,288
Heritage Trust Co 10%3,829 40,898 DUNCKER STREETT & CO INC 3%424 11,695
Mirador Capital Partners LP bought3,818 3,818 Stordahl Capital Management, Inc. 3%423 15,341
ROPES WEALTH ADVISORS LLC 3,025%3,811 3,937 Atlas Private Wealth Advisors 18%417 1,861
LEAVELL INVESTMENT MANAGEMENT, INC. bought3,786 3,786 CARRET ASSET MANAGEMENT 2%415 23,211
VAN STRUM & TOWNE INC bought3,780 3,780 Planned Solutions, Inc. sold413 0
Dana Investment Advisors, Inc. 23%3,778 20,385 Financial Planning & Information Services, Inc. 2%412 22,233
Granite Springs Asset Management LLC bought3,775 3,775 Savant Capital Management Inc 3%408 13,740
THOMPSON INVESTMENT MANAGEMENT, INC. bought3,770 3,770 Gradient Investments LLC 19%400 1,720
HARBOR INVESTMENT ADVISORY, LLC 22%3,698 20,233 MANAGED ASSET PORTFOLIOS, LLC 2%400 15,980
Linscomb & Williams, Inc. 2%3,698 224,758 ARROW FINANCIAL CORP 81%396 93
Financeware, Inc. bought3,643 3,643 Titus Wealth Management 1%396 36,137
FULTON BANK, N.A. 7%3,630 53,854 EP Wealth Advisors, Inc. 0%395 80,359
Winslow, Evans & Crocker, Inc. 142%3,629 6,181 Capital Investment Advisors, LLC 1%390 54,478
Capital Bank & Trust Co 26%3,561 17,179 Fieldpoint Private Securities, LLC 0%390 100,832
BANQUE PICTET & CIE SA 1%3,553 439,828 West Financial Advisors, LLC 15%384 2,170
WEBSTER BANK, N. A. 6%3,250 54,506 McGuire Investment Group, LLC 5%380 7,634
Rathbone Brothers plc 2%3,238 148,715 CREATIVE FINANCIAL DESIGNS INC /ADV 2%371 21,726
Sage Financial Management Group, Inc. bought3,192 3,192 EisnerAmper Wealth Management Corporate Benefits, LLC 6%370 6,224
BerganKDV Wealth Management, LLC bought3,164 3,164 CFM WEALTH PARTNERS LLC 5%360 6,538
NorthCoast Asset Management LLC 3%3,159 98,796 RAYMOND JAMES TRUST CO 1%354 52,176
NWAM LLC 7%3,157 48,075 SCOTIA CAPITAL INC. 1%350 66,362
HARBOR ADVISORY CORP /MA/ 14%3,134 24,769 Holloway Wealth Management, LLC sold340 0
Carnegie Capital Asset Management, LLC 11%3,088 30,180 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold330 0
COLONY GROUP LLC 4%2,940 76,291 HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 5%319 6,043
Stratos Wealth Partners, LTD. 2%2,866 140,586 SALEM INVESTMENT COUNSELORS INC 1%313 39,822
PITTENGER & ANDERSON INC 3%2,850 91,199 Diversified, LLC sold310 0
NEXT Financial Group, Inc 10%2,810 29,606 HOLDERNESS INVESTMENTS CO 6%300 4,448
Summit X, LLC 54%2,792 7,955 Bartlett & Co. LLC 1%300 30,173
Pacer Advisors, Inc. bought2,680 2,680 Disciplined Investments, LLC 2%284 14,380
Total Clarity Wealth Management, Inc. bought2,616 2,616 EVERETT HARRIS & CO /CA/ 1%277 38,916
Penobscot Investment Management Company, Inc. 9%2,500 29,406 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2%268 17,100
ARMSTRONG SHAW ASSOCIATES INC/CT 36%2,500 9,500 TCI Wealth Advisors, Inc. 9%266 2,649
Sage Mountain Advisors LLC bought2,478 2,478 Cornerstone Investment Partners, LLC 5%260 4,663
ProVise Management Group, LLC 51%2,428 7,155 PERRITT CAPITAL MANAGEMENT INC 1%237 17,927
Blue Chip Partners, Inc. bought2,392 2,392 CWM, LLC 1%234 20,149
TIEMANN INVESTMENT ADVISORS, LLC 3%2,321 80,286 Colorado Capital Management, Inc. 1%234 37,273
BROWN BROTHERS HARRIMAN & CO 30%2,305 9,938 Ullmann Financial Group, Inc. 5%229 4,050
Rosenberg Matthew Hamilton bought2,302 2,302 OLD SECOND NATIONAL BANK OF AURORA 9%226 2,212
Beacon Pointe Advisors, LLC 9%2,276 28,482 Courage Miller Partners, LLC 2%225 10,596
Turim 21 Investimentos Ltda. bought2,231 2,231 CHESLEY TAFT & ASSOCIATES LLC/IL 1%225 27,765
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5%2,159 46,436 CCM PARTNERS 4%221 5,265
Taddei, Ludwig & Associates, Inc. bought2,150 2,150 HM PAYSON & CO 0%220 51,261
PEAPACK GLADSTONE FINANCIAL CORP 6%2,150 40,261 FIRST CITIZENS BANK & TRUST CO 3%217 8,358
GPS Wealth Strategies Group, LLC bought2,142 2,142 DELTA ASSET MANAGEMENT LLC/TN 29%200 500
BERRY GROUP, LLC 3%2,116 63,564 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1%200 20,100
Goodman & Company, Investment Counsel Ltd. 10%2,052 22,274 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1%200 15,650
First Command Financial Services, Inc. bought2,037 2,037 Norway Savings Bank 5%198 4,102
Financial Advisory Service, Inc. 22%2,035 11,231 Merit Financial Group, LLC 1%195 14,004
Patriot Investment Management Inc. 10%2,010 22,072 BANK OF HAWAII 1%194 32,600
Foster Group, Inc. 20%2,000 12,135 NORRIS PERNE & FRENCH LLP/MI 2%187 7,469
Orion Portfolio Solutions, LLC 23%1,909 10,059 Analyst IMS Investment Management Services Ltd. 1%178 27,067
Alpha DNA Investment Management LLC bought1,900 1,900 RITTER DANIHER FINANCIAL ADVISORY, LLC 5%175 3,118
Edge Capital Group, LLC 2%1,827 101,870 CALTON & ASSOCIATES, INC. 1%174 14,687
BURKE & HERBERT BANK & TRUST CO 31%1,820 7,760 Valmark Advisers, Inc. 1%171 31,598
BLB&B Advisors, LLC 5%1,800 35,593 TIAA, FSB 5%171 3,557
Alpha Cubed Investments, LLC 25%1,800 9,046 Peak Asset Management, LLC 1%160 19,842
Robertson Stephens Wealth Management, LLC 1%1,766 130,638 GYL FINANCIAL SYNERGIES, LLC 2%160 7,460
AdvisorNet Financial, Inc 45%1,757 5,660 FINANCIAL LIFE ADVISORS 2%155 6,646
Frisch Financial Group, Inc. 8%1,750 24,100 FIRST UNITED BANK TRUST/ 3%155 5,035
Providence First Trust Co 3%1,750 61,014 Efficient Wealth Management LLC 8%148 1,645
Valeo Financial Advisors, LLC 1%1,693 275,112 M&R CAPITAL MANAGEMENT INC 57%147 112
Good Life Advisors, LLC 14%1,690 13,630 TNB Financial 1%143 25,494
Heritage Wealth Advisors bought1,630 1,630 Laurel Wealth Advisors, Inc. 2%143 8,818
Creative Planning 320%1,600 2,100 Conservest Capital Advisors, Inc. 1%141 21,948
Klingman & Associates, LLC 11%1,585 16,011 David R. Rahn & Associates Inc. 0%139 105,193
Visionary Wealth Advisors 34%1,570 6,144 CIM, LLC 3%137 5,339
REGENTATLANTIC CAPITAL LLC 22%1,566 8,692 ENCORE BANK NA 2%125 6,109
Warren Averett Asset Management, LLC 5%1,563 33,327 Cubic Asset Management, LLC 2%120 4,709
Professional Financial Advisors, LLC 22%1,532 8,514 Wealthcare Advisory Partners LLC 1%118 19,666
Garde Capital, Inc. 16%1,527 11,280 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2%118 6,961
Endurance Wealth Management, Inc. 3%1,506 57,503 CHIRON CAPITAL MANAGEMENT, LLC sold100 0
REDW Stanley Financial Advisors LLC 21%1,450 8,297 Black Swift Group, LLC sold100 0
FSA Wealth Management LLC bought1,414 1,414 Crescent Grove Advisors, LLC 0%100 22,602
Southern Wealth Management, LLP 1%1,393 137,081 HERITAGE INVESTORS MANAGEMENT CORP 0%100 45,066
Syverson Strege & Co bought1,386 1,386 STERLING INVESTMENT ADVISORS LLC /ADV 2%100 4,110
Venture Visionary Partners LLC 19%1,320 8,092 RETIREMENT INCOME SOLUTIONS, INC 0%97 21,688
WOODSTOCK CORP 9%1,315 16,286 Interchange Capital Partners, LLC sold93 0
PFG Financial Advisors 24%1,307 6,863 TSFG, LLC 2%86 3,393
ERn Financial, LLC 2%1,296 83,626 Rikoon Group, LLC 1%83 10,114
STEPHENSON NATIONAL BANK & TRUST 5%1,264 26,516 Capital Advisors, Ltd. LLC 1%81 9,542
COURIER CAPITAL CORP 4%1,260 31,849 CNB Bank 3%80 2,500
SlateStone Wealth, LLC 2%1,260 79,884 Ifrah Financial Services, Inc. 1%76 10,406
Voya Financial Advisors, Inc. 9%1,256 15,238 Vision Capital Management, Inc. 2%75 4,126
DB Wealth Management Group, LLC bought1,207 1,207 Bogart Wealth, LLC sold74 0
Bellwether Advisors, LLC bought1,200 1,200 Mitsubishi UFJ Asset Management Co., Ltd. 0%70 119,957
BAINCO INTERNATIONAL INVESTORS bought1,200 1,200 Evensky & Katz, Inc. 9%70 740
PFG Advisors 17%1,197 8,151 Hanson McClain, Inc. 0%70 15,333
Modera Wealth Management, LLC 2%1,181 62,368 USA Financial Portformulas Corp sold70 0
AlphaMark Advisors, LLC bought1,170 1,170 CHARTER TRUST CO 0%68 35,180
DAVENPORT & CO LLC 5%1,161 24,592 Windsor Capital Management, LLC 1%68 10,480
1ST SOURCE BANK 0%1,159 403,879 Laurel Wealth Advisors LLC 1%57 9,409
Better Money Decisions, LLC bought1,157 1,157 Jacobi Capital Management LLC 1%56 5,701
Truehand, Inc bought1,125 1,125 Empirical Financial Services, LLC 1%54 8,156
CRA Financial Services, LLC 27%1,090 5,078 Apex Investment Services, Inc. 1%51 4,801
Alexandria Capital, LLC 2%1,062 63,086 Autus Asset Management, LLC 0%50 16,380
OBERMEYER ASSET MANAGEMENT CO 6%1,059 18,526 FIRST AMERICAN TRUST CO 1%50 9,364
INVERNESS COUNSEL INC /NY/ 15%1,015 7,615 PEDDOCK CAPITAL ADVISORS, LLC 0%50 29,400
Center for Financial Planning, Inc. bought1,013 1,013 ABSOLUTE INVESTMENT MANAGEMENT LLC 4%46 1,074
Relyea Zuckerberg Hanson LLC 3%1,010 30,736 PrairieView Partners, LLC 2%43 2,560
Murphy, Middleton, Hinkle & Parker, Inc. 15%1,000 7,629 Mount Yale Investment Advisors, LLC 0%43 15,230
Coastline Trust CO 2%992 41,502 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1%35 4,521
NORTHWEST INVESTMENT COUNSELORS, LLC bought965 965 McIlrath & Eck, LLC 2%30 1,872
FOSTER & MOTLEY INC 23%950 5,070 EAGLE GLOBAL ADVISORS LLC 0%25 8,115
WESPAC Advisors, LLC 11%924 9,686 JNBA Financial Advisors 1%18 2,054
Oakwell Private Wealth Management, LLC 10%898 10,290 NWK Group, Inc. 0%13 2,618
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 9%873 10,829 SRS Capital Advisors, Inc. 3%12 447
Arcus Capital Partners, LLC 1%871 76,090 Western Wealth Management, LLC 0%10 16,621
Oakworth Capital, Inc. 101%866 1,726 IFG Advisors, LLC 0%4 3,911
Sowa Financial Group, Inc. 14%852 7,098 LS Investment Advisors, LLC 0%3 16,297
AMERITAS INVESTMENT CORP 11%834 8,338 FORT PITT CAPITAL GROUP, LLC sold2 0
Alhambra Investment Partners LLC 16%825 5,938 Beirne Wealth Consulting Services, LLC 0%2 19,320
Camarda Financial Advisors, LLC 1%823 99,230 LBJ Family Wealth Advisors, Ltd. 0%1 32,852
Aries Wealth Management 5%818 18,419 Peachtree Investment Partners, LLC sold1 0
SECURITY NATIONAL TRUST CO 1%810 102,005 Private Ocean, LLC 0%1 4,764
Cedar Wealth Management, LLC 7%800 12,815 BOURGEON CAPITAL MANAGEMENT LLC no change 200
Parisi Gray Wealth Management 1%778 64,360 ALERUS FINANCIAL NA no change 7,292
Acropolis Investment Management, LLC 4%754 17,947 Global Wealth Management Investment Advisory, Inc. no change 320
PINNACLE ASSOCIATES LTD 5%750 14,437 First National Bank of South Miami no change 651
Matrix Trust Co 15%746 5,707 GAMBLE JONES INVESTMENT COUNSEL no change 10,960
Legacy Bridge, LLC 2%740 42,525 Pacific Center for Financial Services no change 789
TCTC Holdings, LLC 1%739 102,450 Aberdeen Wealth Management LLC no change 580
Argent Trust Co 1%737 52,654 BELLEVUE ASSET MANAGEMENT, LLC no change 393
GHP Investment Advisors, Inc. 2%730 46,245 QUANTLAB CAPITAL MANAGEMENT LTD no change 11,300
North Star Investment Management Corp. 6%726 13,046 NVWM, LLC no change 254
DORCHESTER WEALTH MANAGEMENT Co 7%705 11,380 MCF Advisors LLC no change 208
Hillstrust 11%696 7,249 CBIZ Investment Advisory Services, LLC no change 50
COMERICA SECURITIES,INC. 0%685 192,560 Money Matters Financial Group Inc no change 82,709
GOFEN & GLOSSBERG LLC /IL/ 0%682 219,989 Choate Investment Advisors no change 7,420
New England Private Wealth Advisors LLC 1%655 54,083 MONETARY MANAGEMENT GROUP INC no change 7,810
HPM Partners LLC 1%633 116,256 Verger Capital Management LLC no change 111,843
DAVIS R M INC 12%613 5,851 SNOW CAPITAL MANAGEMENT LP (Richard Snow) no change 12,170
OPPENHEIMER ASSET MANAGEMENT INC 2%612 35,947 Ten Capital Wealth Advisors, LLC no change 7,922
Berkeley Capital Partners, LLC 8%604 8,390 TD Capital Management LLC no change 1
Arkadios Wealth Advisors 2%602 37,109 Spears Abacus Advisors LLC no change 7,344
COLDSTREAM CAPITAL MANAGEMENT INC 1%570 101,623 TAURUS ASSET MANAGEMENT, LLC no change 7,300
GRIMES & COMPANY, INC. 1%555 86,530 Pflug Koory, LLC no change 120
Pictet North America Advisors SA 0%553 260,728 NOMURA ASSET MANAGEMENT CO LTD no change 8,155
BOSTON FAMILY OFFICE LLC 1%550 105,414 McCutchen Group LLC no change 122,316
SYNOVUS FINANCIAL CORP 0%538 320,983 ISLAY CAPITAL MANAGEMENT, LLC no change 27
Prime Capital Investment Advisors, LLC 4%537 13,968 Amerivest Investment Management LLC no change 46
Intersect Capital LLC 2%531 32,290 ROWLAND CARMICHAEL ADVISORS INC /ADV no change 200
Sequoia Financial Advisors, LLC 5%525 11,566 VESTOR CAPITAL CORP no change 940
Eldridge Investment Advisors, Inc. 3%521 18,443 SEARLE & CO. no change 5,000
Eudaimonia Partners, LLC bought520 520 Hunter Associates inc. no change 5,136
Asset Management Group, Inc. 1%506 88,705 DAVIDSON TRUST CO no change 5,215
DELTEC ASSET MANAGEMENT LLC 2%500 22,100 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL no change 4,873
Invictus RG 8%500 6,500 Weil Company, Inc. no change 4,770
Wealthstreet Investment Advisors, LLC 1%500 49,893 Capital Advisory Group Advisory Services, LLC no change 4,415
B, B, H, & B INC. bought500 500 HITE Hedge Asset Management LLC no change 6,750
Sullivan, Bruyette, Speros & Blaney, Inc. 10%497 5,444 ALESCO ADVISORS LLC no change 4,703
BancorpSouth Bank 4%485 13,714 Avalon Advisory Group no change 5,670
HoyleCohen, LLC 2%477 32,015 GLOBEFLEX CAPITAL L P no change 9,881
MANCHESTER FINANCIAL INC bought476 476 LCNB CORP no change 5,891
Hapanowicz & Associates Financial Services, Inc 0%467 124,360 American Institute for Advanced Investment Management, LLP no change 6,300
Ariel Capital Advisors, LLC 46%465 1,480 Yale Capital CORP no change 6,040
LBMC INVESTMENT ADVISORS, LLC 0%464 287,288 Corient Capital Partners, LLC no change 9,507
Marble Harbor Investment Counsel, LLC 1%450 35,450 JNB Advisors LLC no change 5,798
Canton Hathaway, LLC 1%425 62,230 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. no change 6,603
AllSquare Wealth Management LLC 488%415 500 BAHL & GAYNOR INC no change 6,526
WATERS PARKERSON & CO INC 1%400 68,007 NICHOLS & PRATT ADVISERS LLP /MA no change 5,720
E&G Advisors, LP 2%400 17,300 Fernwood Investment Management, LLC no change 6,771
TOCQUEVILLE ASSET MANAGEMENT LP 2%372 23,846 AMI INVESTMENT MANAGEMENT INC no change 10,280
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2%365 17,750 Archer Investment Corp no change 1,314
Coconut Grove Bank 0%354 72,907 Summit Investment Advisors, Inc. no change 1,400
IFG Advisory, LLC 1%316 45,320 Nicholas Hoffman & Company, LLC. no change 7,100
Hudock Moyer Wealth Resources, LLC 2%316 20,124 Dougherty Wealth Advisers LLC no change 1,201
Karpus Management, Inc. 1%315 30,781 PIN OAK INVESTMENT ADVISORS INC no change 960
Latitude Advisors, LLC 1%311 37,982 PAYDEN & RYGEL no change 900
LWS Wealth Advisors, Inc. 8%308 4,188 Truvestments Capital LLC no change 930
WASHINGTON TRUST CO 1%300 30,143 Botty Investors LLC no change 6,000
ALBION FINANCIAL GROUP /UT bought300 300 Blume Capital Management, Inc. no change 1,500
PACIFIC CAPITAL WEALTH ADVISORS, INC 6%294 5,043 NORTHERN OAK CAPITAL MANAGEMENT INC no change 10,600
Samalin Investment Counsel, LLC 1%282 52,156 CT Mason no change 3,000
Personal Capital Advisors Corp 3%272 10,232 Capital Analysts, Inc. no change 3,287
Carlton Hofferkamp & Jenks Wealth Management, LLC 5%250 4,875 Jackson Hole Capital Partners, LLC no change 4,390
TBH Global Asset Management, LLC 3%249 8,723 THOMPSON SIEGEL & WALMSLEY LLC no change 2,628
Safeguard Investment Advisory Group, LLC bought247 247 Kistler-Tiffany Companies, LLC no change 2,241
Moloney Securities Asset Management, LLC 2%241 10,504 Van Cleef Asset Management,Inc no change 6,890
Powell Investment Advisors, LLC 8%235 3,043 PENINSULA ASSET MANAGEMENT INC no change 8,950
Shoker Investment Counsel, Inc. 1%235 32,467 GABLES CAPITAL MANAGEMENT INC. no change 900
Annapolis Financial Services, LLC bought232 232 Sageworth Trust Co no change 155,963
EVOKE WEALTH, LLC 0%227 189,018 PDS Planning, Inc no change 3,196
AlphaCore Capital LLC 317%222 292 Sterling Financial Planning, Inc. no change 3,662
Rockbridge Investment Management, LCC 9%222 2,700 RWM Asset Management, LLC no change 3,792
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1%216 16,765 FARMERS & MERCHANTS INVESTMENTS INC no change 2,865
Focused Wealth Management, Inc 46%215 685 Firestone Capital Management no change 1,800
Capital Asset Advisory Services LLC 47%211 659 Armor Investment Advisors, LLC no change 1,750
STRATEGY ASSET MANAGERS LLC 2%202 10,866 Carmichael Hill & Associates, Inc. no change 1,788
COUNTRY TRUST BANK 47%200 622 HighMark Wealth Management LLC no change 1,800
EDMOND DE ROTHSCHILD HOLDING S.A. 42%200 675 Mayfair Advisory Group, LLC no change 3,977
Perennial Advisors, LLC 1%200 13,644 NKCFO LLC no change 4,000
MV Capital Management, Inc. bought199 199 Stewardship Advisors, LLC no change 4,473
LifePro Asset Management 4%198 5,016 Franklin, Parlapiano, Turner & Welch, LLC no change 4,707
Sensible Financial Planning & Management, LLC. 2%194 8,845 Charles Schwab Trust Co no change 4,939
BKD Wealth Advisors, LLC 1%185 15,089 Granite Investment Advisors, Inc. no change 4,425
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0%185 39,012 BALASA DINVERNO & FOLTZ LLC no change 4,333
BSW Wealth Partners 0%181 101,485 Cordasco Financial Network no change 4,190
Retirement Network bought181 181 Legacy Financial Advisors, Inc. no change 14,127
Allegiant Private Advisors, LLC 4%175 4,973 Front Row Advisors LLC no change 1,750
Bedel Financial Consulting, Inc. 29%175 781 Winch Advisory Services, LLC no change 1,718
LAKE STREET ADVISORS GROUP, LLC 0%171 47,124 Hanson Investment Management no change 802
Iron Financial, LLC 3%160 6,052 SYM FINANCIAL CORPORATION no change 819
Signet Investment Advisory Group, Inc. bought150 150 Trust Co no change 850
Colonial Asset Management, Inc. 2%150 6,703 DIVIDEND GROWTH ADVISORS, LLC no change 800
Boothe Investment Group, Inc. 1%147 20,836 Graves-Light Private Wealth Management, Inc. no change 764
V Wealth Management,LLC 8%144 1,862 John W. Brooker & Co., CPAs no change 507
IPG Investment Advisors LLC 0%126 37,626 WOLFF WIESE MAGANA LLC no change 648
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC bought115 115 Advocacy Wealth Management Services, LLC no change 679
CoreFirst Bank & Trust bought115 115 Lindbrook Capital, LLC no change 900
Emerson Wealth Management, LLC 0%110 50,885 Avondale Wealth Management no change 1,000
WSFS CAPITAL MANAGEMENT, LLC 1%110 10,394 Financial Advantage, Inc. no change 1,399
BT Wealth Management LLC 0%107 32,868 MOTCO no change 1,459
Regal Wealth Group, Inc. bought106 106 Lenox Wealth Advisors, Inc. no change 1,589
Pacifica Partners Inc. 8%100 1,288 Sterling Investment Advisors, Ltd. no change 1,320
Freedman Financial Associates, Inc. bought100 100 Crewe Advisors LLC no change 1,077
Sound Income Strategies, LLC 35%100 387 Barnett & Company, Inc. no change 1,000
REILLY FINANCIAL ADVISORS, LLC 16%90 645 Lowe fs, LLC no change 1,002
Global Retirement Partners, LLC 1%90 17,778 Key FInancial Inc no change 4,979
Keeley-Teton Advisors, LLC 1%89 10,724 RNC CAPITAL MANAGEMENT LLC no change 4,988
Brown Advisory Securities, LLC 1%86 5,977 Massey, Quick & Co., LLC no change 9,864
HAVERFORD TRUST CO 1%86 12,187 AUA CAPITAL MANAGEMENT, LLC no change 10,099
RESTON WEALTH MANAGEMENT LLC 1%84 8,582 Alpha Omega Wealth Management LLC no change 10,202
RMB Capital Management, LLC 0%83 29,999 Narwhal Capital Management no change 13,750
COWA, LLC 50%75 225 KANAWHA CAPITAL MANAGEMENT LLC no change 9,647
Family Firm, Inc. 0%69 26,982 HYMAN CHARLES D no change 8,875
Abacus Planning Group, Inc. 0%68 110,407 Wells Trecaso Financial Group, LLC no change 9,035
OARSMAN CAPITAL, INC. 1%63 10,132 DEARBORN PARTNERS LLC no change 9,045
Mizuho Securities Co. Ltd. bought62 62 Legacy Private Trust Co. no change 10,285
Capital Financial Planning, LLC 0%60 24,773 COLLECTIVE FAMILY OFFICE LLC no change 10,666
SIGMA INVESTMENT COUNSELORS INC 0%60 12,324 Canal Capital Management, LLC no change 11,957
TOTH FINANCIAL ADVISORY CORP 2%59 2,581 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC no change 10,424
Burns Wealth Management, Inc. 0%57 33,414 Wade Financial Advisory, Inc no change 13,103
Accredited Investors Inc. 1%55 4,395 Harbour Capital Advisors, LLC no change 11,800
Piscataqua Savings Bank bought55 55 Sandy Spring Bank no change 11,680
Sunbelt Securities, Inc. 0%53 31,110 S&CO INC no change 11,467
Ironwood Wealth Management, llc 433%52 64 Pinnacle Bank no change 11,530
Wagner Wealth Management, LLC bought50 50 Vista Wealth Management Group, LLC no change 8,767
180 WEALTH ADVISORS, LLC 1%50 8,639 MOODY LYNN & CO/ no change 8,395
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1%47 3,239 Calamos Wealth Management LLC no change 5,861
Moors & Cabot, Inc. 0%46 10,160 Palisade Asset Management, LLC no change 6,422
Glassman Wealth Services bought45 45 Peterson Wealth Advisors, LLC no change 6,686
Summit Financial Strategies, Inc. 0%39 16,291 BTC Capital Management, Inc. no change 5,838
Miracle Mile Advisors, LLC 0%31 85,516 Joel Isaacson & Co., LLC no change 5,455
Prosperity Planning, Inc. 0%30 29,487 SAGE RHINO CAPITAL LLC no change 5,150
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 0%30 6,629 Svenska Handelsbanken AB (publ) no change 5,200
Horan Securities, Inc. 8%26 352 Triangle Securities Wealth Management no change 6,720
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0%22 232,413 Brightworth no change 7,286
Farmers & Merchants Trust Co of Long Beach 0%21 32,473 PROFFITT & GOODSON INC no change 7,925
Parkside Financial Bank & Trust 1%20 3,904 GFS Advisors, LLC no change 8,000
Patriot Financial Group Insurance Agency, LLC 10%20 223 Optas, LLC no change 8,256
PRIVATE CAPITAL MANAGEMENT LLC 0%19 11,051 Boltwood Capital Management no change 7,848
Systematic Alpha Investments, LLC bought18 18 FIRST NATIONAL BANK SIOUX FALLS no change 7,839
JMG Financial Group, Ltd. 0%17 28,872 Brown Miller Wealth Management, LLC no change 7,805
Meristem, LLP 0%16 15,524 Gibson Capital Management, Ltd. no change 7,820
Union Bankshares Corp 0%15 5,677 Tradewinds Capital Management, LLC no change 496
WETHERBY ASSET MANAGEMENT INC 0%15 89,327 Coastal Capital Group, Inc. no change 490
Vivaldi Capital Management, LLC 0%15 8,723 FIRST HAWAIIAN BANK no change 28,246
QUEST CAPITAL MANAGEMENT INC /ADV 0%7 5,093 Adams Asset Advisors, LLC no change 13,373
Camden Capital, LLC 0%6 9,216 ROOF EIDAM & MAYCOCK/ADV no change 28,241
LIBERTY WEALTH MANAGEMENT LLC 1%3 350 Ziegler Capital Management, LLC no change 30,202
Resonant Capital Advisors, LLC 0%3 15,233 WEISS CAPITAL LLC no change 90,000
Mosaic Family Wealth, LLC 0%2 5,810 Hexagon Capital Partners LLC no change 56,912
Sepio Capital, LLC 0%2 5,513 Independent Family Office, LLC no change 69,002
EARNEST PARTNERS LLC no change 87,179
CITIZENS FINANCIAL GROUP INC/RI no change 13,860
MetLife Investment Advisors, LLC no change 165,166
Oak Hill Investment Management, L.P. no change 254,150
HERSHEY TRUST CO no change 23,150
Moreno Evelyn V no change 23,070
BHK Investment Advisors, LLC no change 24,212
Regis Management CO LLC no change 24,604
Tortoise Investment Management, LLC no change 27,855
Evanson Asset Management, LLC no change 24,823
Consolidated Investment Group LLC no change 157,816
ARGA Investment Management, LP no change 36,567
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. no change 23,847
Angeles Investment Advisors, LLC no change 24,184
DIXON HUBARD FEINOUR & BROWN INC/VA no change 28,335
Cliffwater LLC no change 21,181
BigSur Wealth Management LLC no change 14,300
First Washington CORP no change 13,085
Stonebridge Capital Advisors LLC no change 13,670
Trellis Advisors, LLC no change 28,776
Barrett Asset Management, LLC no change 31,685
Mandatum Life Insurance Co Ltd no change 42,717
Aureus Asset Management, LLC no change 43,495
Marquette Asset Management Inc. no change 40,413
STALEY CAPITAL ADVISERS INC no change 42,250
Manchester Capital Management LLC no change 37,805
SEAWARD MANAGEMENT LIMITED PARTNERSHIP no change 34,416
Litman Gregory Asset Management LLC no change 36,473
STIFEL FINANCIAL CORP no change 2,000
GEODE CAPITAL MANAGEMENT LLC no change 565,879
Investors Research Corp no change 110
BALLAST ADVISORS LLC no change 119
Core Wealth Advisors, Inc. no change 130
Stewardship Financial Advisors, LLC no change 100
Horrell Capital Management, Inc. no change 75
CENTRAL BANK & TRUST CO no change 50
Investment Research & Advisory Group, Inc. no change 51
MTM Investment Management, LLC no change 75
JJJ Advisors Inc. no change 152
Carolina Wealth Advisors, LLC no change 197
Fusion Family Wealth LLC no change 271
BALDWIN BROTHERS INC/MA no change 317
ADIRONDACK TRUST CO no change 340
Joseph P. Lucia & Associates, LLC no change 250
Financial Management Professionals, Inc. no change 213
Moisand Fitzgerald Tamayo, LLC no change 200
American Research & Management Co. no change 200
HYA Advisors, Inc no change 14,208
Sonora Investment Management, LLC no change 20
SVB Wealth Advisory, Inc. no change 18,669
Butler Wick Trust CO no change 18,367
SOUNDMARK WEALTH MANAGEMENT, LLC no change 17,295
Brand Asset Management Group, Inc. no change 20,805
Emery Howard Portfolio Management, Inc. no change 144,487
Bordeaux Wealth Advisors LLC no change 21,589
CASTLEARK MANAGEMENT LLC no change 742,200
BARCLAYS PLC no change 4,900
Watch Point Trust Co no change 16,825
HHM Wealth Advisors, LLC no change 2
Cribstone Capital Management, LLC no change 2
Savior LLC no change 14
St. Louis Trust Co no change 14,271
MONARCH CAPITAL MANAGEMENT INC/ no change 14,394
Traverso Chambers Private Wealth Management, LLC no change 15,477
Cordant, Inc. no change 15,308
TOBIAS FINANCIAL ADVISORS, INC. no change 12,911
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*