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STOCK TICKER:
ISHARE SPMC400BARVAL   (ticker: IJJ)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 85
0 100 85
Current Holdings: 50,065,331
Previous Holdings: 33,402,890
Change: 49.88%
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)
First Command Advisory Services, Inc. bought7,904,376 7,904,376 UBS Group AG 99%1,845,218 21,500
MORGAN STANLEY bought4,690,410 4,690,410 Willis Johnson & Associates, Inc. sold334,626 0
Barber Financial Group, Inc. bought495,553 495,553 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 27%261,628 717,631
ROYAL BANK OF CANADA bought480,790 480,790 Financial Engines Advisors L.L.C. 15%206,253 1,124,479
Brookstone Capital Management 252%191,875 268,154 CULLEN FROST BANKERS INC 100%75,388 132
People's United Financial, Inc. 31%188,207 804,494 DUPONT CAPITAL MANAGEMENT 30%67,950 161,058
AMERIPRISE FINANCIAL INC 21%161,062 920,087 Evensky & Katz, Inc. 11%65,326 545,591
Accredited Investors Inc. bought153,522 153,522 JONES FINANCIAL COMPANIES LLLP 60%64,173 42,590
Johnson Midwest Financial, LLC bought146,264 146,264 FormulaFolio Investments, LLC sold54,960 0
Pinkerton Retirement Specialists, LLC bought137,988 137,988 Betterment LLC 36%48,252 84,417
LPL Financial CORP 34%127,606 505,928 M&T BANK CORP 33%31,697 64,768
Smith Anglin Financial, LLC bought125,446 125,446 ASSOCIATED BANC-CORP sold27,896 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25%119,177 599,534 Equitable Holdings, Inc. 8%27,131 325,578
Private Advisor Group, LLC bought116,889 116,889 ALESCO ADVISORS LLC 7%26,620 337,529
Blue Edge Capital, LLC bought111,899 111,899 WELLS FARGO & CO/MN 0%26,589 5,776,039
Royal Fund Management, LLC bought101,879 101,879 Geneos Wealth Management Inc. sold21,600 0
EWG Elevate Inc. bought101,589 101,589 Sawtooth Asset Management, Inc. 89%18,245 2,338
Raymond James Financial Services Advisors, Inc. 42%100,537 342,287 NORTHERN OAK CAPITAL MANAGEMENT INC 5%15,413 280,619
RAYMOND JAMES & ASSOCIATES 18%97,978 638,753 Capital Analysts, Inc. 99%14,538 139
BRYN MAWR TRUST CO/PA 13%96,680 838,188 TOMPKINS FINANCIAL CORP 99%13,811 88
Mattern Wealth Management LLC 2,266%96,325 100,575 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 29%13,607 33,892
Lido Advisors, LLC 86%96,260 208,345 ETF Portfolio Partners, Inc. 7%9,864 127,717
AE Wealth Management LLC 227%94,476 136,104 Advisory Services Network, LLC 88%8,966 1,270
Pinnacle Family Advisors, LLC bought93,321 93,321 Yale Capital CORP 7%8,695 120,320
Sigma Planning Corp 420%86,071 106,584 MACRO Consulting Group 13%7,228 49,175
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought81,040 81,040 Buckingham Asset Management, LLC 23%6,836 23,355
MERCER GLOBAL ADVISORS INC /ADV 1,294%80,714 86,950 Cranbrook Wealth Management, LLC 12%6,455 49,380
Ascension Capital Advisors, Inc. bought72,760 72,760 Lutz Financial Services LLC 4%6,286 135,637
Mutual Advisors, LLC bought64,921 64,921 MISSION WEALTH MANAGEMENT, LLC 71%5,468 2,253
HRT FINANCIAL LLC 359%61,661 78,824 Asset Dedication, LLC 13%5,317 34,826
Strategic Wealth Advisors Group,Inc. bought60,262 60,262 SYNOVUS FINANCIAL CORP 70%5,310 2,291
IFP Advisors, Inc 472%59,966 72,681 Flaharty Asset Management, LLC 3%5,249 162,617
NORTHERN TRUST CORP 11%52,539 550,115 AdvicePeriod, LLC sold4,777 0
Ifrah Financial Services, Inc. bought46,419 46,419 LWS Wealth Advisors, Inc. 26%4,491 12,483
Soltis Investment Advisors LLC 524%38,495 45,841 Multi-Financial Securities Corp sold4,348 0
CENTAURUS FINANCIAL, INC. bought34,738 34,738 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1%4,239 326,485
Janney Montgomery Scott LLC 140%33,813 57,935 ENVESTNET ASSET MANAGEMENT INC 0%3,598 1,209,939
FMA ADVISORY INC bought33,034 33,034 Tower Research Capital LLC sold3,590 0
Kestra Advisory Services, LLC 59%32,366 87,147 Wellspring Financial Advisors, LLC 30%3,575 8,508
Hayden Royal, LLC 787%31,833 35,879 PRINCIPAL FINANCIAL GROUP INC sold3,512 0
Oldfather Financial Services, LLC bought31,142 31,142 Norway Savings Bank 9%3,434 33,185
COMMONWEALTH EQUITY SERVICES, LLC. 11%27,431 266,037 Merriman Wealth Management, LLC 2%3,338 144,797
Arete Wealth Advisors, LLC bought27,372 27,372 AMERITAS INVESTMENT CORP 98%3,289 56
Moloney Securities Asset Management, LLC bought26,831 26,831 CIBC World Markets Inc. 9%3,145 31,137
WHITTIER TRUST CO OF NEVADA INC bought25,002 25,002 KANAWHA CAPITAL MANAGEMENT LLC 52%3,097 2,828
Pensionmark Financial Group, LLC bought24,666 24,666 Sugarloaf Wealth Management, LLC 95%3,095 160
Windsor Group LTD 42%23,780 80,015 FIRST HAWAIIAN BANK 3%2,901 86,717
Integer Wealth Advisors Group LLC bought23,394 23,394 APPLETON PARTNERS INC/MA sold2,620 0
Spotlight Asset Group, Inc. bought23,245 23,245 BBVA USA BANCSHARES INC sold2,602 0
WADE G W & INC 146%22,355 37,621 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold2,549 0
M Holdings Securities, Inc. bought21,998 21,998 LYELL WEALTH MANAGEMENT, LP sold2,460 0
FLOW TRADERS U.S. LLC bought21,962 21,962 Milestone Group, Inc. sold2,321 0
FURE FINANCIAL CORP bought19,387 19,387 Permanens Capital L.P. sold2,316 0
Rehmann Capital Advisory Group 43%19,306 64,040 KEYBANK NATIONAL ASSOCIATION/OH 1%2,276 228,954
Sowell Financial Services LLC 1,829%18,707 19,730 Fisher Asset Management, LLC(Kenneth L. Fisher) sold2,269 0
BANK OF STOCKTON bought17,324 17,324 GHP Investment Advisors, Inc. 2%2,219 114,530
Campion Asset Management bought16,950 16,950 N.E.W. Advisory Services LLC 39%1,962 3,020
MMA ASSET MANAGEMENT LLC 53%16,271 46,976 SMITH SHELLNUT WILSON LLC /ADV 6%1,910 30,554
STEPHENS INC /AR/ 26%16,083 77,637 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 32%1,862 4,000
Klaas Financial Asset Advisors, LLC bought15,110 15,110 Capital Directions Investment Advisors, LLC sold1,822 0
HMS Capital Management, LLC bought14,856 14,856 DAVIDSON TRUST CO 35%1,808 3,353
Copperleaf Capital, LLC bought14,499 14,499 SONATA CAPITAL GROUP INC 8%1,800 22,090
Cetera Investment Advisers 25%14,381 72,654 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 18%1,777 7,889
Cornerstone Advisory, LLP bought14,000 14,000 FIRST TRUST ADVISORS LP 5%1,732 30,322
IBEX WEALTH ADVISORS bought13,837 13,837 Omega Financial Group, LLC 4%1,725 41,021
J P MORGAN CHASE & CO 4%11,775 336,180 ROPES WEALTH ADVISORS LLC sold1,686 0
Rex Capital Advisors, LLC 5%11,756 250,096 Goelzer Investment Management, Inc. 3%1,657 56,487
Kalos Management, Inc. 217%10,975 16,038 Pure Financial Advisors, Inc. 6%1,474 23,555
AMG National Trust Bank bought10,461 10,461 GREENLEAF TRUST 2%1,461 57,335
Renaissance Technologies(Jim Simons) bought10,200 10,200 Mariner Wealth Advisors, LLC 2%1,434 73,620
Oxler Private Wealth LLC 104%10,031 19,675 BROWN BROTHERS HARRIMAN & CO 37%1,416 2,422
ACAS, LLC bought9,392 9,392 Susquehanna International Group, LLP 6%1,373 20,800
Nikulski Financial, Inc. 65%9,378 23,865 HCR Wealth Advisors sold1,372 0
FOUNDERS FINANCIAL SECURITIES LLC bought8,443 8,443 Disciplined Investments, LLC 36%1,348 2,438
HERON FINANCIAL GROUP, LLC 14%8,103 66,748 SMITH CHAS P & ASSOCIATES PA CPAS 2%1,315 55,829
Fulcrum Equity Management bought8,038 8,038 BANK OF MONTREAL /CAN/ 63%1,304 776
Kensington Investment Counsel, LLC 104%7,901 15,496 BLAIR WILLIAM & CO/IL 8%1,300 14,272
PINNACLE FINANCIAL PARTNERS INC 47%7,869 24,480 Covington Capital Management 79%1,280 340
First Heartland Consultants, Inc. bought7,592 7,592 Prospera Financial Services 16%1,240 6,292
Bank of New York Mellon CORP 3%7,400 242,742 SJA Financial Advisory, LLC 3%1,240 46,758
US BANCORP DE 11%7,350 76,808 MATTERN CAPITAL MANAGEMENT, LLC 21%1,235 4,612
HighTower Advisors, LLC 8%7,295 93,961 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 4%1,215 25,906
TNB Financial bought7,168 7,168 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6%1,180 19,881
Swaine & Leidel Wealth Services, LLC bought6,872 6,872 SHAKESPEARE WEALTH MANAGEMENT, INC. 7%1,175 16,844
ARGI Investment Services, LLC bought6,729 6,729 Private Capital Group, LLC 10%1,109 9,961
DAL Investment CO bought6,596 6,596 UNIONBANCAL CORP 3%1,100 41,274
Harbour Capital Advisors, LLC bought6,410 6,410 Personal Wealth Partners 29%1,099 2,707
HighMark Wealth Management LLC 266%6,348 8,737 TCF National Bank 2%1,095 42,787
Belpointe Asset Management LLC 52%5,479 15,958 Prosperity Planning, Inc. 5%1,057 21,217
Global Retirement Partners, LLC 196%5,472 8,270 EPG Wealth Management LLC 17%1,026 5,184
Bangor Savings Bank 72%5,468 13,109 CHARTER TRUST CO 24%988 3,210
PALLADIUM PARTNERS LLC 1%5,436 426,169 FIRST MERCHANTS CORP 1%988 183,686
MOULTON WEALTH MANAGEMENT, INC bought5,423 5,423 BAILARD, INC. 16%985 5,143
KEYSTONE WEALTH PARTNERS 4%5,414 137,423 Meridian Wealth Management, LLC 13%980 6,724
Matthew Goff Investment Advisor, LLC 74%5,300 12,486 MEMBERS Trust Co 1%937 63,215
TWO SIGMA SECURITIES, LLC bought5,185 5,185 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 14%840 5,280
THRIVENT FINANCIAL FOR LUTHERANS bought5,108 5,108 Renasant Bank 4%810 19,241
David J Yvars Group 120%5,080 9,328 Rockefeller Capital Management L.P. 1%783 96,334
PIERSHALE FINANCIAL GROUP, INC. 2%4,907 289,056 SOA Wealth Advisors, LLC. 5%755 14,916
SMITHBRIDGE ASSET MANAGEMENT INC/DE bought4,876 4,876 Stordahl Capital Management, Inc. 3%684 19,062
DAVIDSON D A & CO 1%4,810 696,358 B&D White Capital Company, LLC sold650 0
Csenge Advisory Group bought4,732 4,732 Interchange Capital Partners, LLC sold644 0
Gunderson Capital Management Inc. bought4,557 4,557 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 10%618 5,468
MONETA GROUP INVESTMENT ADVISORS INC 27%4,435 21,063 THOMPSON SIEGEL & WALMSLEY LLC sold604 0
Frontier Wealth Management LLC bought4,360 4,360 River Wealth Advisors LLC 1%601 39,958
SCBT FINANCIAL CORP bought4,324 4,324 NWAM LLC 7%564 7,282
First Command Financial Services, Inc. 312%4,247 5,607 DAVIS R M INC 18%560 2,478
Friedenthal Financial bought4,236 4,236 SPC Financial, Inc. 0%551 191,677
WESBANCO BANK INC bought3,777 3,777 Family Firm, Inc. 2%551 24,814
Hochman Cole Investment Advisors, Inc. bought3,760 3,760 Samalin Investment Counsel, LLC sold485 0
OPPENHEIMER & CO INC bought3,676 3,676 Plante Moran Financial Advisors Ltd Partnership 63%460 276
SeaCrest Wealth Management, LLC bought3,530 3,530 Bragg Financial Advisors, Inc 2%446 27,316
Capital Square, LLC bought3,372 3,372 Warren Averett Asset Management, LLC 3%428 12,143
IHT Wealth Management, LLC bought3,232 3,232 Rockbridge Investment Management, LCC 4%416 10,530
PARAMETRIC PORTFOLIO ASSOCIATES 30%3,138 13,690 Kathmere Capital Management, LLC sold406 0
Valeo Financial Advisors, LLC 363%3,000 3,826 BDO Wealth Advisors, LLC 4%404 10,359
EATON VANCE MANAGEMENT bought2,968 2,968 Financial Planning & Information Services, Inc. 2%402 17,642
COMMERCE BANK N A/MO 15%2,894 22,412 Cutler Group LP sold400 0
H D Vest Advisory Services 53%2,857 8,210 Neumann Capital Management, LLC 2%400 25,135
DAVENPORT & CO LLC bought2,674 2,674 ENCOMPASS WEALTH ADVISORS, LLC sold400 0
Ullmann Financial Group, Inc. 3%2,670 80,801 GRIFFIN ASSET MANAGEMENT, INC. 8%397 4,421
ALLIANCEBERNSTEIN L.P. bought2,640 2,640 IFG Advisory, LLC 2%390 20,294
RAYMOND JAMES TRUST CO 34%2,491 9,842 SALEM INVESTMENT COUNSELORS INC 56%380 294
Ellis Investment Partners, LLC 2%2,413 110,240 LINCOLN NATIONAL CORP 1%366 25,883
FIFTH THIRD BANCORP 3%2,393 90,514 Centerpoint Advisors, LLC 1%334 49,880
MML INVESTORS SERVICES, LLC 5%2,387 48,470 CWM, LLC 11%333 2,742
BOSTON FINANCIAL MANGEMENT INC /MA bought2,379 2,379 Pinnacle Bank 2%320 18,057
NICOLET ADVISORY SERVICES, LLC bought2,366 2,366 Evercore Wealth Management, LLC 2%316 13,756
BROWN ADVISORY HOLDINGS INC bought2,242 2,242 Creative Planning 0%309 62,169
Sheaff Brock Investment Advisors, LLC bought2,233 2,233 Rodgers & Associates, LTD 6%304 4,847
Patriot Investment Management Inc. bought2,232 2,232 ENCORE BANK NA 4%301 8,007
BOENNING & SCATTERGOOD, INC. bought2,182 2,182 Insight Advisors, LLC/ PA 12%300 2,264
PEAPACK GLADSTONE FINANCIAL CORP bought2,174 2,174 First National Bank of South Miami 8%297 3,519
CAHABA WEALTH MANAGEMENT, INC. bought2,137 2,137 NEXT Financial Group, Inc 9%292 2,789
BRIGHTON JONES LLC bought2,113 2,113 Venture Visionary Partners LLC 4%290 7,477
Mechanics Bank Trust Department 183%2,113 3,268 Harborview Advisors, LLC 3%290 8,480
Community Bank & Trust, Waco, Texas bought2,104 2,104 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC sold276 0
Dana Investment Advisors, Inc. 21%2,095 12,108 Ten Capital Wealth Advisors, LLC 3%272 8,790
CONSOLIDATED PLANNING CORP bought2,090 2,090 Pathstone Family Office, LLC sold270 0
Strategic Blueprint, LLC bought2,076 2,076 Charter Oak Capital Management, LLC 18%267 1,236
Carnegie Capital Asset Management, LLC bought2,061 2,061 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 9%265 2,645
FAYEZ SAROFIM & CO bought2,060 2,060 Baird Financial Group, Inc. 2%260 11,470
ECLECTIC ASSOCIATES INC /ADV bought2,046 2,046 EARNEST PARTNERS LLC 93%255 19
Robertson Stephens Wealth Management, LLC 41%2,044 7,021 GOFEN & GLOSSBERG LLC /IL/ 1%254 27,778
LEVEL FOUR ADVISORY SERVICES, LLC bought2,034 2,034 HANCOCK HOLDING CO 5%246 4,724
DOHJ, LLC bought2,026 2,026 Allegiant Private Advisors, LLC 1%242 22,416
TRUE Private Wealth Advisors bought1,994 1,994 WAYNE HUMMER ASSET MANAGEMENT CO 0%224 73,119
Newport Wealth Strategies, Inc. bought1,980 1,980 Sterling Financial Planning, Inc. 0%221 93,676
J.W. COLE ADVISORS, INC. bought1,978 1,978 Financial Advocates Investment Management 2%218 13,683
Johanson Financial Advisors, Inc. bought1,975 1,975 Bremer Bank National Association 6%218 3,388
Relaxing Retirement Coach bought1,940 1,940 Endurance Wealth Management, Inc. 8%200 2,387
Carroll Financial Associates, Inc. 71%1,724 4,142 Total Wealth Planning, LLC 3%184 6,615
SECURITY NATIONAL TRUST CO 4%1,650 47,960 BURKE & HERBERT BANK & TRUST CO 4%172 4,643
Wealthcare Advisory Partners LLC 15%1,603 12,296 FIRST CITIZENS BANK & TRUST CO 1%169 18,331
MAI Wealth Advisors 1%1,561 279,048 Carnick & Kubik Group, LLC 4%168 3,710
HARBOR INVESTMENT ADVISORY, LLC 181%1,560 2,422 Asset Management Group, Inc. 0%164 96,710
Grant Street Asset Management, Inc. 100%1,471 2,942 Crescent Grove Advisors, LLC 1%144 9,845
Wealth Advisory Solutions, LLC 5%1,331 29,245 Novak Financial Planning, LLC 4%134 3,310
GLENMEDE TRUST CO NA 10%1,286 13,722 SNS Financial Group, LLC 0%133 39,994
CB&T Wealth Management 38%1,192 4,292 UMB BANK N A/MO 1%132 17,923
National Asset Management, Inc. 21%1,169 6,699 One Capital Management, LLC 0%119 40,155
Hudson Capital Management LLC 1%1,038 88,873 BKD Wealth Advisors, LLC 4%109 2,692
Kingsview Wealth Management, LLC 9%1,032 12,675 Sound Income Strategies, LLC sold104 0
Ergoteles LLC bought938 938 FARMERS & MERCHANTS INVESTMENTS INC 25%102 300
WNY Asset Management, LLC 17%802 5,654 Outlook Wealth Advisors, LLC 2%102 5,544
Opes Wealth Management LLC 4%789 19,795 Stratos Wealth Partners, LTD. 1%95 16,350
GREAT VALLEY ADVISOR GROUP, INC. 17%713 4,907 Berman Capital Advisors, LLC 14%94 580
Atlas Brown,Inc. 27%702 3,292 HUNTINGTON NATIONAL BANK 1%88 8,732
Arkadios Wealth Advisors 44%680 2,240 Voya Financial Advisors, Inc. 3%82 2,978
DUMONT & BLAKE INVESTMENT ADVISORS LLC 4%675 17,434 Financial Network 0%81 48,351
UNITED CAPITAL FINANCIAL ADVISERS,INC. 5%620 13,384 MONEYWISE, INC. 2%81 4,164
DUBUQUE BANK & TRUST CO 11%616 6,144 King Wealth Management Group, LLC 0%68 20,629
Guidance Point Advisors, LLC 3%575 17,024 First Citizens Financial Corp 0%68 45,616
MASSMUTUAL TRUST CO FSB/ADV 44%550 1,801 Chicago Partners Investment Group LLC 1%68 11,925
Financeware, Inc. 15%521 4,007 Bellwether Advisors, LLC 2%67 3,655
MATHER GROUP, INC. 17%466 3,257 BRIDGES INVESTMENT MANAGEMENT INC 2%66 3,166
Weil Company, Inc. 12%442 4,038 MONECO Advisors, LLC 1%66 7,636
COURIER CAPITAL CORP 0%420 124,113 Freestone Capital Holdings, LLC sold56 0
Lakeview Capital Partners, LLC 16%420 3,126 CREATIVE FINANCIAL DESIGNS INC /ADV 12%54 387
Strategic Wealth Partners Group LLC 4%406 10,295 FINANCIAL COUNSELORS INC 0%50 26,089
HYA Advisors, Inc 5%375 7,692 Front Row Advisors LLC 3%50 1,726
PHILLIPS FINANCIAL MANAGEMENT, LLC 1%372 43,269 WealthStone, Inc. 1%48 5,201
Capital Advisors, Ltd. LLC 0%337 124,245 Total Clarity Wealth Management, Inc. sold48 0
HPM Partners LLC 7%327 5,309 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1%48 3,943
Grandview Asset Management LLC bought325 325 Aptus Capital Advisors, LLC sold36 0
BENJAMIN F. EDWARDS & COMPANY, INC. 16%309 2,293 Aft, Forsyth & Company, Inc. 0%34 12,630
Personal Capital Advisors Corp 12%295 2,769 Summit Investment Advisors, Inc. 0%30 9,755
Gemmer Asset Management LLC 28%288 1,310 Inspire Advisors, LLC sold24 0
Ancora Advisors, LLC 600%240 280 KWMG, LLC 1%22 4,147
Veritable, L.P. 9%238 2,864 FIRST NATIONAL BANK OF OMAHA 0%18 3,696
Piscataqua Savings Bank bought234 234 PFG Advisors 0%17 4,462
PACIFIC FINANCIAL GROUP INC 2%222 12,437 COUNTRY TRUST BANK 6%15 256
Financial Partners Group, Inc 3%201 6,025 Global Trust Asset Management, LLC 0%12 6,585
North Star Investment Management Corp. bought187 187 FMR LLC 91%10 1
Cornerstone Wealth Management, LLC 5%183 4,222 SUNRISE PARTNERS LLC /CT sold10 0
Gradient Investments LLC 100%178 356 John W. Brooker & Co., CPAs 7%9 122
THOMPSON INVESTMENT MANAGEMENT, INC. 2%177 7,972 Cambridge Advisors Inc. 0%4 5,342
REGIONS FINANCIAL CORP 0%173 48,365 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1%3 280
GPS Wealth Strategies Group, LLC bought168 168 Crescent Capital Consulting, LLC 75%3 1
TIEMANN INVESTMENT ADVISORS, LLC 1%143 17,245 Private Ocean, LLC 0%1 10,075
AdvisorNet Financial, Inc 1%142 13,943 Element Wealth, LLC no change 200
Ironwood Wealth Management, llc 0%139 42,205 Pacific Center for Financial Services no change 220
Nachman Norwood & Parrott, Inc 1%135 20,669 OLD SECOND NATIONAL BANK OF AURORA no change 176
Sargent Bickham Lagudis LLC bought124 124 CoreFirst Bank & Trust no change 176
Lloyd Advisory Services, LLC. bought120 120 PROEQUITIES, INC. no change 172
Lenox Wealth Advisors, Inc. bought114 114 TCI Wealth Advisors, Inc. no change 472
COLONY GROUP LLC 1%108 7,722 AMERICAN NATIONAL BANK no change 468
JNBA Financial Advisors 0%97 46,127 CITY HOLDING CO no change 455
Sandy Spring Bank 28%89 411 LIBERTY WEALTH MANAGEMENT LLC no change 412
CITIGROUP INC 1%88 12,172 Johnson Financial Group, Inc. no change 254
Capital Investment Advisors, LLC 2%88 3,836 Bedel Financial Consulting, Inc. no change 272
Perkins Coie Trust Co bought85 85 Firestone Capital Management no change 270
ABSOLUTE INVESTMENT MANAGEMENT LLC 14%73 609 Independence Bank of Kentucky no change 276
USA Financial Portformulas Corp bought73 73 Sterling Investment Advisors, Ltd. no change 308
Platte River Wealth Advisors, LLC 0%69 30,180 Zions Bancorporation, N.A. no change 400
JNB Advisors LLC 1%58 4,528 Crewe Advisors LLC no change 380
Bogart Wealth, LLC bought55 55 STEPHENSON NATIONAL BANK & TRUST no change 378
BP WEALTH MANAGEMENT, LLC 2%54 2,474 Capital Investment Counsel, Inc no change 266
Eudaimonia Partners, LLC 12%50 458 Hudock Moyer Wealth Resources, LLC no change 44
Capital Investment Advisory Services, LLC 9%48 568 S.A. Mason LLC no change 880
SIGNATUREFD, LLC 8%47 603 Tarbox Group, Inc. no change 954
Tradition Wealth Management, LLC 10%36 410 Sage Mountain Advisors LLC no change 1,338
Oakworth Capital, Inc. 5%19 365 TSFG, LLC no change 498
HARBOUR INVESTMENTS, INC. bought18 18 Massey, Quick & Co., LLC no change 460
Center for Financial Planning, Inc. 2%16 676 Lehman & Derafelo Financial Resources LLC no change 6
Edmonds Duncan Registered Investment Advisors, LLC 0%15 9,810 Cordant, Inc. no change 4
SOL Capital Management CO 0%14 31,306 IMS Capital Management no change 2,430
Hartland & Co., LLC 0%12 4,406 PBMares Wealth Management LLC no change 2,594
KESTRA PRIVATE WEALTH SERVICES, LLC 0%10 3,433 Stratos Wealth Advisors, LLC no change 4,070
Parkside Financial Bank & Trust 1%10 1,138 WASHINGTON TRUST BANK no change 4,616
Kingfisher Capital LLC 0%9 4,946 Montecito Bank & Trust no change 6,276
USCA RIA LLC 0%8 10,188 WHITTIER TRUST CO no change 11,062
SOUNDMARK WEALTH MANAGEMENT, LLC 0%6 5,707 TRUST CO OF VERMONT no change 3,488
Asset Planning Services, Ltd. 0%5 4,215 Zhang Financial LLC no change 2,790
Jackson, Grant Investment Advisers, Inc. 0%5 1,316 Filbrandt Wealth Management, LLC no change 3,252
Sontag Advisory, LLC 0%4 6,031 CAROLINAS WEALTH CONSULTING LLC no change 8
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC bought4 4 QUADRANT CAPITAL GROUP LLC no change 16
Murphy, Middleton, Hinkle & Parker, Inc. 0%4 4,213 Larson Financial Group LLC no change 100
Kistler-Tiffany Companies, LLC 0%3 640 Graves-Light Private Wealth Management, Inc. no change 92
Alexandria Capital, LLC 0%3 7,619 Moisand Fitzgerald Tamayo, LLC no change 78
Stokes Family Office, LLC 0%3 21,828 TRUSTCORE FINANCIAL SERVICES, LLC no change 110
TIEDEMANN WEALTH MANAGEMENT, LLC 0%1 11,899 Retirement Network no change 118
Founders Financial Alliance, LLC no change 134
Bartlett & Co. LLC no change 148
Joseph P. Lucia & Associates, LLC no change 78
MV Capital Management, Inc. no change 72
Baron Financial Group, LLC no change 34
BerganKDV Wealth Management, LLC no change 477
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 36
HM PAYSON & CO no change 40
Your Advocates Ltd., LLP no change 36
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 50
Litman Gregory Asset Management LLC no change 166
STIFEL FINANCIAL CORP no change 1,114
Grant/GrossMendelsohn, LLC no change 3,730
MCDONALD PARTNERS LLC no change 3,536
PETTYJOHN CO no change 3,520
FRANKLIN RESOURCES INC no change 3,870
Wolff Financial Management LLC no change 4,000
Atlantic Trust Group, LLC no change 4,046
Almanack Investment Partners, LLC. no change 21,820
Ironsides Asset Advisors, LLC no change 4,000
Amerivest Investment Management LLC no change 3,504
Hardy Reed LLC no change 3,460
CRA Financial Services, LLC no change 3,084
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 3,028
PSI Advisors, LLC no change 2,974
Sunbelt Securities, Inc. no change 3,118
KCM INVESTMENT ADVISORS LLC no change 3,160
FIDUCIARY TRUST CO no change 3,368
Country Club Trust Company, n.a. no change 3,179
LexAurum Advisors, LLC no change 4,363
PUTNAM FL INVESTMENT MANAGEMENT CO no change 4,436
MERIDIAN INVESTMENT COUNSEL INC. no change 6,648
COLLECTIVE FAMILY OFFICE LLC no change 6,442
Elwood & Goetz Wealth Advisory Group, LLC no change 6,384
Meristem, LLP no change 6,886
Savant Capital Management Inc no change 7,318
COLDSTREAM CAPITAL MANAGEMENT INC no change 8,722
ANDERSON HOAGLAND & CO no change 8,966
9258 Wealth Management, LLC no change 7,365
JOHNSON INVESTMENT COUNSEL INC no change 6,334
PRIVATE CAPITAL MANAGEMENT LLC no change 5,876
WEALTHSOURCE PARTNERS, LLC no change 5,281
BESSEMER GROUP INC no change 11,808
Beirne Wealth Consulting Services, LLC no change 13,048
Eidelman Virant Capital no change 5,366
SIGMA INVESTMENT COUNSELORS INC no change 5,430
Reynders McVeigh Capital Management, LLC no change 5,600
REGENTATLANTIC CAPITAL LLC no change 11,180
MOTCO no change 2,748
Paracle Advisors, LLC no change 40,955
ENTERPRISE FINANCIAL SERVICES CORP no change 144
First PREMIER Bank no change 950
Old North State Trust, LLC no change 818
Syverson Strege & Co no change 1,204
BALLAST ADVISORS LLC no change 1,296
Choate Investment Advisors no change 1,540
Spectrum Management Group, Inc. no change 1,384
Ellevest, Inc. no change 1,350
Legacy Bridge, LLC no change 800
Carmichael Hill & Associates, Inc. no change 798
Fiduciary Planning LLC no change 582
Key FInancial Inc no change 578
Rice Partnership, LLC no change 528
Tortoise Investment Management, LLC no change 656
MANCHESTER FINANCIAL INC no change 672
DUFF & PHELPS INVESTMENT MANAGEMENT CO no change 231,180
RITTER DANIHER FINANCIAL ADVISORY, LLC no change 744
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC no change 1,665
GABLES CAPITAL MANAGEMENT INC. no change 2,000
ALERUS FINANCIAL NA no change 2,584
FOSTER & MOTLEY INC no change 2,530
Narwhal Capital Management no change 2,500
Blankinship & Foster, LLC no change 2,600
ADVISORS MANAGEMENT GROUP INC /ADV no change 2,670
Hilltop Holdings Inc. no change 2,710
PITTENGER & ANDERSON INC no change 44,390
SVB Wealth Advisory, Inc. no change 2,488
Ferris Capital, LLC no change 61,888
OLD NATIONAL BANCORP /IN/ no change 2,344
VALLEY NATIONAL ADVISERS INC no change 2,338
Perigon Wealth Management, LLC no change 2,200
FC Advisory LLC no change 2,348
HERITAGE INVESTORS MANAGEMENT CORP no change 2,380
HAVERFORD TRUST CO no change 2,430
COZAD ASSET MANAGEMENT INC no change 2,410
Cordasco Financial Network no change 514
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