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STOCK TICKER:
ISHARE SPMC400BARGRO   (ticker: IJK)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 52,969,853
Previous Holdings: 48,095,056
Change: 10.14%
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)
MORGAN STANLEY bought7,089,546 7,089,546 WELLS FARGO & CO/MN 5%664,825 11,525,651
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought461,624 461,624 Willis Johnson & Associates, Inc. sold427,973 0
ROYAL BANK OF CANADA bought449,182 449,182 Capital Directions Investment Advisors, LLC sold384,850 0
Pensionmark Financial Group, LLC bought376,989 376,989 Raymond James Financial Services Advisors, Inc. 28%251,100 643,831
Blue Edge Capital, LLC bought144,524 144,524 Financial Engines Advisors L.L.C. 12%248,636 1,862,360
Lido Advisors, LLC 86%126,709 273,977 Barber Financial Group, Inc. sold224,262 0
Smith Anglin Financial, LLC bought118,127 118,127 Equitable Holdings, Inc. 91%208,767 20,251
Private Advisor Group, LLC bought105,441 105,441 SANDLER CAPITAL MANAGEMENT sold205,000 0
THRIVENT FINANCIAL FOR LUTHERANS bought83,666 83,666 Johnson Midwest Financial, LLC sold194,274 0
OLD MISSION CAPITAL LLC bought77,537 77,537 FormulaFolio Investments, LLC sold193,778 0
Perkins Coie Trust Co bought67,610 67,610 Brookstone Capital Management sold160,162 0
COMERICA SECURITIES,INC. bought64,589 64,589 JONES FINANCIAL COMPANIES LLLP 84%153,257 28,462
Integer Wealth Advisors Group LLC bought62,633 62,633 LPL Financial CORP 11%129,111 1,075,829
ENVESTNET ASSET MANAGEMENT INC 2%45,578 2,363,903 Royal Fund Management, LLC sold120,901 0
NORTHERN TRUST CORP 6%45,469 871,041 CULLEN FROST BANKERS INC 100%103,392 436
Oldfather Financial Services, LLC bought43,681 43,681 EWG Elevate Inc. 97%95,298 2,704
EP Wealth Advisors, Inc. 200%40,668 61,048 HighTower Advisors, LLC 12%91,474 647,432
BRYN MAWR TRUST CO/PA 8%39,730 551,200 Ascension Asset Management LLC sold90,449 0
Mechanics Bank Trust Department 64%36,579 93,326 Ascension Capital Advisors, Inc. sold90,449 0
H D Vest Advisory Services 94%35,907 74,226 UBS Group AG 4%83,763 2,003,373
Connecticut Wealth Management, LLC 324%34,036 44,541 Kestra Advisory Services, LLC 42%82,310 111,618
Homrich & Berg bought32,836 32,836 BLAIR WILLIAM & CO/IL 59%69,901 49,577
Joel Isaacson & Co., LLC 8%30,846 409,464 Mutual Advisors, LLC 93%68,726 4,878
IBEX WEALTH ADVISORS bought30,661 30,661 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9%66,214 706,982
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought25,427 25,427 ASSOCIATED BANC-CORP sold65,194 0
Windsor Group LTD 57%25,314 70,080 AE Wealth Management LLC 92%64,741 5,541
Klaas Financial Asset Advisors, LLC bought24,320 24,320 Ifrah Financial Services, Inc. 28%63,579 166,578
WADE G W & INC 117%23,773 44,073 COMMONWEALTH EQUITY SERVICES, LLC. 9%52,888 539,378
MAI Wealth Advisors 4%19,413 559,610 M&T BANK CORP 39%52,702 81,180
Renaissance Technologies(Jim Simons) bought17,500 17,500 CITADEL ADVISORS LLC (Kenneth C. Griffin) sold48,174 0
Tempus Wealth Planning, LLC bought17,311 17,311 Sigma Planning Corp 40%47,892 71,979
Hochman Cole Investment Advisors, Inc. bought14,258 14,258 Janney Montgomery Scott LLC 29%45,593 110,654
Barrett Asset Management, LLC 927%13,855 15,350 IFP Advisors, Inc 81%40,881 9,549
Pallas Capital Advisors LLC bought13,268 13,268 Strategic Wealth Advisors Group,Inc. 65%31,700 17,069
STEPHENS INC /AR/ 57%12,476 34,542 Bank of New York Mellon CORP 4%29,546 734,552
PRUDENTIAL FINANCIAL INC bought12,011 12,011 Wellspring Financial Advisors, LLC 75%29,477 10,026
WHITTIER TRUST CO OF NEVADA INC bought11,860 11,860 Spotlight Asset Group, Inc. sold27,892 0
DAVIDSON D A & CO 1%11,073 1,187,320 Atlantic Trust Group, LLC 99%27,079 364
Soltis Investment Advisors LLC 92%10,562 22,006 First Heartland Consultants, Inc. 57%27,020 20,427
SCBT FINANCIAL CORP bought10,158 10,158 BANK OF STOCKTON 35%26,440 48,994
Compton Wealth Advisory Group, LLC bought9,710 9,710 Yale Capital CORP 13%25,870 168,273
REGIONS FINANCIAL CORP 2%9,642 453,121 Sawtooth Asset Management, Inc. sold25,608 0
AMG National Trust Bank 119%9,568 17,613 BANK OF MONTREAL /CAN/ 35%23,365 44,157
ACAS, LLC bought9,422 9,422 Pinnacle Family Advisors, LLC sold22,199 0
Bangor Savings Bank 234%8,517 12,156 HMS Capital Management, LLC 76%21,460 6,867
Gladstone Institutional Advisory LLC bought8,035 8,035 Kalos Management, Inc. 63%19,504 11,642
CLS INVESTMENT FIRM, LLC bought7,910 7,910 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 3%18,663 589,727
EVERGREEN CAPITAL MANAGEMENT LLC bought7,440 7,440 NORTHERN OAK CAPITAL MANAGEMENT INC 5%18,495 374,351
WMS Partners, LLC bought7,220 7,220 CALTON & ASSOCIATES, INC. sold17,883 0
CHARTER TRUST CO 80%6,591 14,804 Tower Research Capital LLC sold17,262 0
Signature Wealth Management Partners, LLC bought6,300 6,300 Belvedere Trading LLC sold16,700 0
Voya Financial Advisors, Inc. 32%6,224 25,404 CHURCHILL MANAGEMENT GROUP /CA/ 7%16,640 205,443
LYELL WEALTH MANAGEMENT, LP 65%6,060 15,380 Advisory Services Network, LLC 84%16,589 3,067
ARGI Investment Services, LLC bought5,583 5,583 PINNACLE FINANCIAL PARTNERS INC 52%15,310 14,338
Csenge Advisory Group 2%5,545 366,882 Capital Analysts, Inc. 99%13,019 160
Blue Creek Investment Partners, LLC bought5,452 5,452 Hudson Capital Management LLC 7%11,983 151,472
US BANCORP DE 5%5,109 103,219 Susquehanna International Group, LLP 15%11,040 62,351
Capital Financial Planning, LLC bought4,703 4,703 J.W. COLE ADVISORS, INC. 42%10,750 15,016
FAYEZ SAROFIM & CO bought4,680 4,680 Mattern Wealth Management LLC 38%10,537 17,078
EATON VANCE MANAGEMENT bought4,392 4,392 HANCOCK HOLDING CO 23%10,385 35,187
Integrated Investment Consultants, LLC bought4,231 4,231 KEYBANK NATIONAL ASSOCIATION/OH 1%10,315 708,106
SECURITY NATIONAL BANK OF SO DAK bought4,216 4,216 HRT FINANCIAL LLC 35%10,040 19,032
BROWN ADVISORY HOLDINGS INC 35%3,821 14,641 AMERIPRISE FINANCIAL INC 1%9,548 889,238
Venturi Wealth Management, LLC bought3,703 3,703 Geneos Wealth Management Inc. sold9,394 0
Integrated Wealth Concepts LLC bought3,647 3,647 Mount Yale Investment Advisors, LLC sold8,773 0
TNB Financial bought3,608 3,608 Cranbrook Wealth Management, LLC 11%8,627 68,874
COMMERCE BANK N A/MO 11%3,607 37,096 FOUNDERS FINANCIAL SECURITIES LLC sold8,342 0
HOHIMER WEALTH MANAGEMENT, LLC bought3,532 3,532 People's United Financial, Inc. 13%8,269 53,798
Winfield Associates, Inc. 5%3,430 69,568 Financial Network 5%7,816 148,277
First National Bank of South Miami 18%3,406 22,710 Parcion Private Wealth LLC 8%7,511 87,964
Sunbelt Securities, Inc. 6%3,394 61,226 Swaine & Leidel Wealth Services, LLC sold7,454 0
Frontier Wealth Management LLC bought3,271 3,271 KANAWHA CAPITAL MANAGEMENT LLC sold7,180 0
Vista Private Wealth Partners. LLC 302%3,015 4,014 RFG Advisory Group, LLC sold7,131 0
FLOW TRADERS U.S. LLC 54%3,014 8,599 CENTAURUS FINANCIAL, INC. 69%6,704 3,035
WOODWARD DIVERSIFIED CAPITAL, LLC bought2,852 2,852 First Personal Financial Services 6%6,549 101,759
Bowling Portfolio Management LLC bought2,752 2,752 J P MORGAN CHASE & CO 1%6,382 447,443
Asset Planning Services, Ltd. bought2,747 2,747 PROFESSIONAL PLANNING sold6,023 0
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 64%2,731 7,016 LWS Wealth Advisors, Inc. 35%5,997 10,928
Ironwood Investment Counsel, LLC bought2,728 2,728 Buckingham Asset Management, LLC 33%5,813 12,038
Private Portfolio Partners LLC bought2,698 2,698 ANDERSON HOAGLAND & CO 25%5,506 16,582
Integrated Advisors Network LLC bought2,666 2,666 Moloney Securities Asset Management, LLC sold5,497 0
CPCM, LLC bought2,645 2,645 Matthew Goff Investment Advisor, LLC sold5,300 0
WESBANCO BANK INC bought2,636 2,636 CAHABA WEALTH MANAGEMENT, INC. 41%5,276 7,730
Principle Wealth Partners LLC bought2,632 2,632 Sterling Financial Planning, Inc. 4%5,087 112,396
Kerntke Otto McGlone Wealth Management Group bought2,630 2,630 Verity Asset Management, Inc. sold4,780 0
Orion Portfolio Solutions, LLC bought2,630 2,630 SOA Wealth Advisors, LLC. 10%4,758 41,359
WOLVERINE TRADING, LLC bought2,600 2,600 GREENLEAF TRUST 5%4,441 80,190
Crescent Grove Advisors, LLC 30%2,591 11,090 UNIONBANCAL CORP 6%4,426 65,142
Single Point Partners, LLC bought2,586 2,586 NWAM LLC sold4,340 0
Brouwer & Janachowski, LLC bought2,560 2,560 Arete Wealth Advisors, LLC sold4,255 0
MMA ASSET MANAGEMENT LLC 4%2,549 59,885 GHP Investment Advisors, Inc. 3%4,174 141,269
GLENMEDE TRUST CO NA 18%2,320 15,232 AdvicePeriod, LLC sold4,123 0
NORRIS PERNE & FRENCH LLP/MI 49%2,312 7,008 Platte River Wealth Advisors, LLC 9%4,046 42,002
Slow Capital, Inc. 7%2,213 32,248 FIRST HAWAIIAN BANK 3%4,023 114,118
Fulton Breakefield Broenniman LLC 4%2,184 64,575 BDO Wealth Advisors, LLC 27%3,982 10,760
SECURITY NATIONAL TRUST CO 3%2,170 65,682 MML INVESTORS SERVICES, LLC 6%3,920 66,680
National Asset Management, Inc. 66%2,153 5,425 Multi-Financial Securities Corp 34%3,807 7,270
CB&T Wealth Management 20%2,008 12,228 Independent Advisor Alliance sold3,552 0
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 11%1,993 20,117 Creative Planning 2%3,422 197,192
Perigon Wealth Management, LLC 32%1,961 8,165 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC sold3,279 0
AMERITAS INVESTMENT CORP 38%1,921 6,973 PEOPLES BANK NATIONAL ASSOCIATION sold3,200 0
RITTER DANIHER FINANCIAL ADVISORY, LLC bought1,805 1,805 Prime Capital Investment Advisors, LLC sold3,200 0
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 5%1,766 35,203 Ballew Advisors, Inc sold3,109 0
PARAMETRIC PORTFOLIO ASSOCIATES 27%1,716 8,096 N.E.W. Advisory Services LLC 37%3,108 5,312
TIEMANN INVESTMENT ADVISORS, LLC 10%1,711 19,651 Hayden Royal, LLC sold3,084 0
HYA Advisors, Inc 8%1,673 22,898 Goelzer Investment Management, Inc. 3%3,023 92,207
Dana Investment Advisors, Inc. 9%1,638 20,613 RAYMOND JAMES & ASSOCIATES 0%3,001 1,032,000
WELCH & FORBES LLC 26%1,500 7,200 Atlanta Capital Group sold2,928 0
MASSMUTUAL TRUST CO FSB/ADV 87%1,500 3,220 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 16%2,923 15,001
Wealthcare Advisory Partners LLC bought1,352 1,352 BBVA USA BANCSHARES INC 48%2,886 3,121
Oakwell Private Wealth Management, LLC 35%1,305 5,077 WAYNE HUMMER ASSET MANAGEMENT CO 3%2,881 98,214
Hartland & Co., LLC 7%1,302 19,100 Paracle Advisors, LLC 3%2,690 94,070
Capital Advisors, Ltd. LLC 1%1,237 235,959 Global Retirement Partners, LLC 52%2,629 2,413
MONETA GROUP INVESTMENT ADVISORS INC 4%1,222 30,203 SMITH SHELLNUT WILSON LLC /ADV 5%2,591 45,669
GPS Wealth Strategies Group, LLC bought1,204 1,204 SJA Financial Advisory, LLC 2%2,497 112,808
Laurel Wealth Planning LLC bought1,100 1,100 TCF National Bank 3%2,480 74,808
LINCOLN NATIONAL CORP 35%1,043 4,027 SIMPLEX TRADING, LLC sold2,416 0
Fulcrum Capital LLC 1%1,030 87,854 MEITAV DASH INVESTMENTS LTD 43%2,400 3,200
SIGNATUREFD, LLC 69%1,009 2,467 One Capital Management, LLC 13%2,278 14,624
CVA Family Office, LLC bought1,004 1,004 FIRST MERCHANTS CORP 1%2,237 230,963
Kingsview Wealth Management, LLC 10%1,002 11,130 TOMPKINS FINANCIAL CORP 72%2,211 864
UNITED CAPITAL FINANCIAL ADVISERS,INC. 1%1,000 69,474 JOHNSON INVESTMENT COUNSEL INC 22%2,204 8,008
FineMark National Bank & Trust 5%1,000 23,008 FIFTH THIRD BANCORP 1%2,190 182,090
ALLIANCEBERNSTEIN L.P. 25%971 4,831 DOWLING & YAHNKE INC 35%2,148 3,912
Bragg Financial Advisors, Inc 30%966 4,190 Strategic Financial Group, LLC 10%2,135 18,405
Ironwood Wealth Management, llc 6%957 17,756 Integrys Wealth Advisors LLC 2%2,082 82,968
DUMONT & BLAKE INVESTMENT ADVISORS LLC 3%894 30,725 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9%1,972 19,531
LBMC INVESTMENT ADVISORS, LLC 7%860 13,533 COURIER CAPITAL CORP 1%1,932 243,365
CITY HOLDING CO 10%850 9,147 DAVIDSON TRUST CO 38%1,782 2,919
Maltin Wealth Management, Inc. 6%792 14,236 GREAT VALLEY ADVISOR GROUP, INC. 39%1,639 2,593
FinTrust Capital Advisors, LLC bought768 768 FSA Wealth Management LLC sold1,600 0
Aurora Private Wealth, Inc. 15%621 4,822 Rockefeller Capital Management L.P. 1%1,587 121,459
Guidance Point Advisors, LLC 1%600 60,842 JNBA Financial Advisors 2%1,483 90,505
Gemmer Asset Management LLC 24%576 2,928 Belpointe Asset Management LLC sold1,459 0
Mariner Wealth Advisors, LLC 1%564 103,487 Dorsey Wright & Associates 5%1,457 30,785
Arkadios Wealth Advisors 8%554 7,908 Sandy Spring Bank 4%1,383 31,299
Lakeview Capital Partners, LLC 11%550 5,510 Centerpoint Advisors, LLC 1%1,318 97,724
Emerald Investment Partners, LLC bought536 536 Country Club Trust Company, n.a. 6%1,300 20,186
ProVise Management Group, LLC 2%529 23,839 DUBUQUE BANK & TRUST CO 16%1,280 6,746
Savant Capital Management Inc 7%474 7,358 BAILARD, INC. 13%1,250 8,654
Kuntz Lesher Capital LLC 3%439 13,962 TOCQUEVILLE ASSET MANAGEMENT LP 18%1,200 5,600
MEEDER ASSET MANAGEMENT INC bought421 421 Stordahl Capital Management, Inc. 4%1,189 30,425
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10%405 4,282 Private Capital Group, LLC 9%1,161 12,483
MERCER GLOBAL ADVISORS INC /ADV 5%388 7,861 PROEQUITIES, INC. 10%1,156 10,002
North Star Investment Management Corp. bought348 348 TIAA, FSB 10%1,112 10,436
RMR Wealth Builders bought331 331 CITIGROUP INC 4%1,079 25,192
MONEY CONCEPTS CAPITAL CORP bought324 324 Rodgers & Associates, LTD 2%1,076 56,054
BENJAMIN F. EDWARDS & COMPANY, INC. 13%318 2,821 MONECO Advisors, LLC 5%1,063 18,389
Ancora Advisors, LLC bought308 308 Disciplined Investments, LLC 40%1,048 1,604
Mine & Arao Wealth Creation & Management, LLC. 5%300 6,540 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold1,036 0
Norway Savings Bank 4%292 7,870 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12%1,020 7,340
BRIGHTON JONES LLC 10%288 3,092 TWO SIGMA SECURITIES, LLC 25%1,001 2,928
Eudaimonia Partners, LLC bought287 287 CWM, LLC 13%993 6,374
Hanlon Investment Management, Inc. 8%272 3,894 IFG Advisory, LLC 7%964 13,850
PACIFIC FINANCIAL GROUP INC 1%265 29,384 Plante Moran Financial Advisors Ltd Partnership 68%960 456
Rosenberg Matthew Hamilton bought256 256 TIEDEMANN WEALTH MANAGEMENT, LLC 1%954 167,098
OPPENHEIMER & CO INC 1%233 26,332 PRIVATE CAPITAL MANAGEMENT LLC 8%950 11,706
Flagship Private Wealth, LLC bought226 226 Valeo Financial Advisors, LLC sold908 0
Krueger & Catalano Capital Partners, LLC 5%211 4,839 FIRST CITIZENS BANK & TRUST CO 3%903 26,157
Clear Perspective Advisors, LLC 5%207 4,439 Interchange Capital Partners, LLC sold864 0
Bogart Wealth, LLC bought207 207 Ten Capital Wealth Advisors, LLC 7%857 11,327
Qube Research & Technologies Ltd bought200 200 OPPENHEIMER ASSET MANAGEMENT INC 12%831 6,122
Hanson McClain, Inc. 98%196 396 Octavia Wealth Advisors, LLC 7%819 10,225
River Wealth Advisors LLC 1%193 16,548 ENCOMPASS WEALTH ADVISORS, LLC sold800 0
FARMERS & MERCHANTS INVESTMENTS INC bought184 184 OLD NATIONAL BANCORP /IN/ 9%793 8,239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6%180 2,980 Financial Advocates Investment Management 6%787 13,200
PIN OAK INVESTMENT ADVISORS INC 300%174 232 QUEST CAPITAL MANAGEMENT INC /ADV 3%747 28,041
MCDONALD PARTNERS LLC 5%156 3,389 Cornerstone Wealth Management, LLC 14%744 4,508
Nachman Norwood & Parrott, Inc 0%156 37,487 Neumann Capital Management, LLC 2%740 45,600
Center for Financial Planning, Inc. bought128 128 FIRST TRUST ADVISORS LP 2%723 43,377
NBT BANK N A /NY 2%110 5,850 Personal Capital Advisors Corp 21%720 2,756
Cetera Investment Advisers 0%107 102,749 First Command Financial Services, Inc. 33%719 1,480
Traynor Capital Management, Inc. 4%103 2,917 BSC PRIVATE WEALTH MANAGEMENT, LLC 16%687 3,531
Key FInancial Inc 2%103 5,692 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6%672 9,768
Grandview Asset Management LLC bought100 100 Renasant Bank 2%642 26,876
SPC Financial, Inc. 0%92 246,575 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 9%613 6,514
ABSOLUTE INVESTMENT MANAGEMENT LLC 12%89 861 Bremer Bank National Association 11%607 4,930
Hubbell Strickland Wealth Management, LLC 1%71 11,207 SIGMA INVESTMENT COUNSELORS INC 10%600 5,608
Kendall Capital Management 2%70 3,043 Rockbridge Investment Management, LCC 15%592 3,256
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1%68 7,370 Insight Advisors, LLC/ PA 7%592 7,626
Lenox Wealth Advisors, Inc. bought64 64 RAYMOND JAMES TRUST CO 4%573 15,563
Bedel Financial Consulting, Inc. 11%60 604 BOSTON FINANCIAL MANGEMENT INC /MA 11%572 4,560
Tradition Wealth Management, LLC 13%57 497 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 13%570 3,890
Jacobi Capital Management LLC bought45 45 Front Row Advisors LLC 4%552 14,292
HARBOR INVESTMENT ADVISORY, LLC 1%43 3,011 GRIFFIN ASSET MANAGEMENT, INC. 8%540 6,068
TFG Advisers LLC 1%40 3,103 Peterson Wealth Advisors, LLC 7%532 6,790
Sugarloaf Wealth Management, LLC 4%35 888 BKD Wealth Advisors, LLC 9%530 5,638
HARBOUR INVESTMENTS, INC. bought28 28 SYNOVUS FINANCIAL CORP 9%521 4,980
OHE FINANCIAL INC 1%23 2,842 First PREMIER Bank 33%500 1,000
Edmonds Duncan Registered Investment Advisors, LLC 0%22 14,560 WEALTHSOURCE PARTNERS, LLC 6%474 7,907
Aft, Forsyth & Company, Inc. 0%22 22,070 B&D White Capital Company, LLC sold440 0
Western Wealth Management, LLC 1%18 2,895 ENCORE BANK NA 3%431 13,170
Alpha Omega Wealth Management LLC 0%13 3,033 Prosperity Planning, Inc. 6%424 6,415
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC bought8 8 Asset Dedication, LLC 46%420 498
USCA RIA LLC 0%7 11,107 Charter Oak Capital Management, LLC 18%416 1,844
C-J Advisory, Inc 0%7 8,796 Ellis Investment Partners, LLC 3%402 14,478
Sontag Advisory, LLC 0%5 6,640 Pathstone Family Office, LLC sold400 0
BP WEALTH MANAGEMENT, LLC 0%4 4,780 Planned Solutions, Inc. 6%400 5,884
Kowal Investment Group, LLC 0%4 2,955 HPM Partners LLC 3%393 10,952
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC bought4 4 Freestone Capital Holdings, LLC sold392 0
Chicago Partners Investment Group LLC 0%3 7,433 COLONY GROUP LLC 3%390 13,062
Laurel Wealth Advisors LLC 0%3 10,994 Argent Trust Co 5%383 6,713
Retirement Network 0%2 1,444 Harborview Advisors, LLC 3%380 12,206
Kistler-Tiffany Companies, LLC 0%2 7,300 ALESCO ADVISORS LLC 1%367 26,353
CREATIVE FINANCIAL DESIGNS INC /ADV 0%2 1,813 We Are One Seven, LLC 12%360 2,633
PSI Advisors, LLC 0%1 4,523 Outlook Wealth Advisors, LLC 1%350 26,667
Parallel Advisors, LLC 0%1 5,774 MATHER GROUP, INC. 10%344 3,258
Berman Capital Advisors, LLC 0%1 798 Ullmann Financial Group, Inc. 1%324 25,966
DEARBORN PARTNERS LLC 2%312 13,301
Sowell Financial Services LLC 5%303 5,850
Baird Financial Group, Inc. 1%300 20,492
FINANCIAL COUNSELORS INC 1%292 24,734
WSFS CAPITAL MANAGEMENT, LLC 1%289 20,969
West Branch Capital LLC 7%288 3,683
Carl P. Sherr & Co., LLC 6%282 4,514
HSBC HOLDINGS PLC 0%267 126,106
Diversified, LLC sold253 0
Pinnacle Bank 9%240 2,368
Fulcrum Equity Management 3%229 8,879
Asset Management Group, Inc. 0%210 64,632
Allegiant Private Advisors, LLC 1%206 32,510
Legacy Private Trust Co. 2%204 8,076
LEVEL FOUR ADVISORY SERVICES, LLC 2%201 7,873
SUMMIT FINANCIAL GROUP INC 4%200 4,597
Financial Avengers, Inc. sold200 0
Rehmann Capital Advisory Group 1%196 29,387
IHT Wealth Management, LLC 2%188 11,827
Cresset Asset Management, LLC 0%188 46,339
Institute for Wealth Management, LLC. 5%180 3,624
DAVIS R M INC 4%175 3,825
BROWN BROTHERS HARRIMAN & CO 3%168 4,708
Oakworth Capital, Inc. 2%166 8,458
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 6%160 2,704
Carnick & Kubik Group, LLC 3%160 4,753
Oxler Private Wealth LLC sold160 0
THOROUGHBRED FINANCIAL SERVICES, LLC 5%154 2,821
BRIDGES INVESTMENT MANAGEMENT INC 2%151 6,393
NTV ASSET MANAGEMENT LLC 1%150 21,890
Carroll Financial Associates, Inc. 1%132 12,251
HUNTINGTON NATIONAL BANK 0%126 88,167
HighMark Wealth Management LLC 78%124 36
GOFEN & GLOSSBERG LLC /IL/ 2%109 6,719
Atlas Brown,Inc. 0%101 26,329
Meridian Wealth Advisors, LLC sold100 0
Element Wealth, LLC 17%94 455
Strategic Wealth Partners Group LLC 2%92 5,216
USA Financial Portformulas Corp sold92 0
AdvisorNet Financial, Inc 0%91 19,461
Atlas Private Wealth Management 1%88 12,010
CRA Financial Services, LLC 1%88 7,555
Trust Co 45%80 96
DUNCKER STREETT & CO INC 4%80 1,820
Wambolt & Associates, LLC 1%78 5,498
Regency Capital Management Inc.DE sold75 0
ARQ WEALTH ADVISORS, LLC 2%67 4,188
Financeware, Inc. 2%66 4,190
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1%64 4,391
Grant Street Asset Management, Inc. sold62 0
Hedeker Wealth Management Group, LLC 2%60 3,068
First Citizens Financial Corp 0%57 67,206
COUNTRY TRUST BANK 12%54 384
Meridian Wealth Management, LLC 0%54 42,581
Endurance Wealth Management, Inc. 4%50 1,214
GARRISON POINT ADVISORS, LLC 1%50 3,500
Aptus Capital Advisors, LLC sold48 0
Stratos Wealth Partners, LTD. 0%46 27,232
WASHINGTON TRUST BANK 1%44 6,389
Inspire Advisors, LLC sold36 0
SUNRISE PARTNERS LLC /CT sold31 0
Summit Investment Advisors, Inc. 0%30 15,341
Hilltop Holdings Inc. 1%30 5,770
MCMILLION CAPITAL MANAGEMENT INC sold28 0
NEXT Financial Group, Inc 1%25 2,621
Truepoint, Inc. 0%23 8,529
DAVENPORT & CO LLC 1%20 3,564
TRUE Private Wealth Advisors sold20 0
Gradient Investments LLC sold17 0
FMR LLC 87%13 2
John W. Brooker & Co., CPAs 7%12 169
Murphy, Middleton, Hinkle & Parker, Inc. 0%8 3,465
Dynamic Advisors Solutions LLC 0%8 3,552
SOL Capital Management CO 0%2 7,096
JNB Advisors LLC 0%1 11,751
Gleason Group, Inc. no change 148
Jackson, Grant Investment Advisers, Inc. no change 692
Amerivest Investment Management LLC no change 723
Clearview Wealth Advisors LLC no change 737
Column Capital Advisors, LLC no change 140
Accel Wealth Management no change 144
DIVIDEND GROWTH ADVISORS, LLC no change 768
Cordasco Financial Network no change 780
Capital Investment Advisory Services, LLC no change 820
Clear Perspectives Financial Planning, LLC no change 985
Joseph P. Lucia & Associates, LLC no change 136
Lowe fs, LLC no change 72
Affiance Financial, LLC no change 1,038
CoreFirst Bank & Trust no change 132
STEPHENSON NATIONAL BANK & TRUST no change 1,060
Graves-Light Private Wealth Management, Inc. no change 136
BALLAST ADVISORS LLC no change 976
Johnson Financial Group, Inc. no change 644
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 800
AMERICAN NATIONAL BANK no change 826
Moser Wealth Advisors, LLC no change 840
Rice Partnership, LLC no change 957
Armor Investment Advisors, LLC no change 840
Private Ocean, LLC no change 800
HC FINANCIAL ADVISORS INC no change 160
Capital Investment Counsel, Inc no change 392
Atlas Private Wealth Advisors no change 200
MANCHESTER FINANCIAL INC no change 380
Hanson Investment Management no change 396
QUADRANT CAPITAL GROUP LLC no change 24
Cutler Group LP no change 200
Meridian Wealth Partners, LLC no change 400
Firestone Capital Management no change 316
Pacific Center for Financial Services no change 308
Litman Gregory Asset Management LLC no change 256
Choate Investment Advisors no change 244
CAROLINAS WEALTH CONSULTING LLC no change 12
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 296
Capital Advisory Group Advisory Services, LLC no change 212
MTM Investment Management, LLC no change 20
Sterling Investment Advisors, Ltd. no change 440
Cedar Mountain Advisors, LLC no change 452
Archer Investment Corp no change 88
Efficient Wealth Management LLC no change 80
Baystate Wealth Management LLC no change 613
Lehman & Derafelo Financial Resources LLC no change 56
RPG Investment Advisory, LLC no change 80
HHM Wealth Advisors, LLC no change 616
Evensky & Katz, Inc. no change 610
Founders Financial Alliance, LLC no change 20
MV Capital Management, Inc. no change 86
ATTICUS WEALTH MANAGEMENT, LLC no change 188
Tortoise Investment Management, LLC no change 180
Global Trust Asset Management, LLC no change 96
Independence Bank of Kentucky no change 524
SALEM INVESTMENT COUNSELORS INC no change 1,204
BESSEMER GROUP INC no change 620
INTRUST BANK NA no change 6,228
MERIDIAN INVESTMENT COUNSEL INC. no change 10,644
Marietta Wealth Management, LLC no change 11,220
Crescent Capital Consulting, LLC no change 1
Harbour Capital Advisors, LLC no change 10,180
REGENTATLANTIC CAPITAL LLC no change 9,868
Ballentine, Finn & Company, Inc. no change 9,976
GABLES CAPITAL MANAGEMENT INC. no change 11,712
PFG Advisors no change 12,864
PITTENGER & ANDERSON INC no change 13,800
Family Firm, Inc. no change 14,207
9258 Wealth Management, LLC no change 13,800
Patten Group, Inc. no change 13,140
BRANDYWINE OAK PRIVATE WEALTH LLC no change 13,000
LeJeune Puetz Investment Counsel LLC no change 9,740
Wolff Financial Management LLC no change 8,940
Venture Visionary Partners LLC no change 6,898
Grant/GrossMendelsohn, LLC no change 6,920
ALERUS FINANCIAL NA no change 6,784
Evercore Wealth Management, LLC no change 6,680
Harel Insurance Investments & Financial Services Ltd. no change 6,400
Palisade Asset Management, LLC no change 6,536
PRIVATE MANAGEMENT GROUP INC no change 7,376
Community Bank, N.A. no change 7,380
Alexandria Capital, LLC no change 8,450
LAIRD NORTON TYEE TRUST CO no change 8,480
Meristem, LLP no change 8,104
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 8,016
Allen Investment Management LLC no change 7,556
Carmichael Hill & Associates, Inc. no change 15,546
Somerset Group LLC no change 15,630
Schneider Downs Wealth Management Advisors, LP no change 5,432
Comprehensive Portfolio Management, LLC no change 6,716
Filbrandt Wealth Management, LLC no change 5,024
WHITTIER TRUST CO no change 4,788
Relaxing Retirement Coach no change 3,880
Stratos Wealth Advisors, LLC no change 4,748
Veracity Capital LLC no change 8,220
Montecito Bank & Trust no change 10,964
UMB BANK N A/MO no change 25,220
Segment Wealth Management, LLC no change 31,700
YHB Investment Advisors, Inc. no change 20,024
TRUST CO OF VERMONT no change 18,088
FULTON BANK, N.A. no change 13,112
Tarbox Group, Inc. no change 1,560
S.A. Mason LLC no change 1,336
DUFF & PHELPS INVESTMENT MANAGEMENT CO no change 172,480
Tradewinds Capital Management, LLC no change 52
STIFEL FINANCIAL CORP no change 3,060
Veritable, L.P. no change 31,052
FRANKLIN RESOURCES INC no change 19,056
Summit Trail Advisors, LLC no change 22,856
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV no change 152
Versant Capital Management, Inc no change 152
WASHINGTON TRUST CO no change 480
Massey, Quick & Co., LLC no change 668
Sage Mountain Advisors LLC no change 328
Sound Income Strategies, LLC no change 312
TSFG, LLC no change 232
LexAurum Advisors, LLC no change 6,343
Brown Miller Wealth Management, LLC no change 6,324
HAVERFORD TRUST CO no change 3,052
SVB Wealth Advisory, Inc. no change 3,100
MACRO Consulting Group no change 2,984
ECLECTIC ASSOCIATES INC /ADV no change 2,968
HERITAGE INVESTORS MANAGEMENT CORP no change 2,900
Peachtree Investment Partners, LLC no change 2,948
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 3,248
Smith & Howard Wealth Management, LLC no change 3,276
Modera Wealth Management, LLC no change 3,548
KCM INVESTMENT ADVISORS LLC no change 3,656
Personal Wealth Partners no change 3,540
BENNETT SELBY INVESTMENTS LP no change 3,500
Benchmark Wealth Management, LLC no change 3,406
SMITH, MOORE & CO. no change 2,880
First National Bank of Hutchinson no change 2,852
VALLEY NATIONAL ADVISERS INC no change 1,868
MONTAG A & ASSOCIATES INC no change 2,100
Parkside Financial Bank & Trust no change 1,848
ENTERPRISE FINANCIAL SERVICES CORP no change 1,588
Hoese & Co LLP no change 1,380
Legacy Bridge, LLC no change 1,460
BerganKDV Wealth Management, LLC no change 2,147
Ellevest, Inc. no change 2,415
LIBERTY WEALTH MANAGEMENT LLC no change 2,530
First City Capital Management, Inc. no change 2,732
Syverson Strege & Co no change 2,492
TCI Wealth Advisors, Inc. no change 2,478
CNB Bank no change 2,460
HIGHLAND CAPITAL MANAGEMENT CORP no change 3,877
ADVISORS MANAGEMENT GROUP INC /ADV no change 3,899
High Falls Advisors, Inc no change 5,200
PERRITT CAPITAL MANAGEMENT INC no change 5,280
Hardy Reed LLC no change 5,160
Carnegie Capital Asset Management, LLC no change 5,080
Busey Trust CO no change 4,965
All Terrain Financial Advisors, LLC no change 5,068
Spectrum Management Group, Inc. no change 5,320
INVERNESS COUNSEL INC /NY/ no change 5,344
Mosaic Family Wealth, LLC no change 6,176
Capital Investment Advisors, LLC no change 6,190
COLDSTREAM CAPITAL MANAGEMENT INC no change 5,920
SeaCrest Wealth Management, LLC no change 5,763
Sheaff Brock Investment Advisors, LLC no change 5,524
Wealth Dimensions Group, Ltd. no change 4,940
HBK Sorce Advisory LLC no change 4,916
FIDUCIARY TRUST CO no change 3,980
Total Wealth Planning, LLC no change 3,990
MISSION WEALTH MANAGEMENT, LLC no change 3,980
Glassman Wealth Services no change 3,936
Union Bankshares Corp no change 3,908
Northeast Financial Consultants Inc no change 4,064
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. no change 4,160
Beacon Pointe Advisors, LLC no change 4,730
Merit Financial Group, LLC no change 4,743
King Wealth Management Group, LLC no change 4,496
GRT CAPITAL PARTNERS LLC no change 4,452
Altium Wealth Management LLC no change 4,292
Horrell Capital Management, Inc. no change 1,220
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