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STOCK TICKER:
Intuit Inc.   (ticker: INTU)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 201,830,388
Previous Holdings: 188,697,967
Change: 6.96%
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)
SANDS CAPITAL MANAGEMENT, LLC bought2,440,686 2,440,686 CITADEL ADVISORS LLC (Kenneth C. Griffin) 50%473,320 467,330
Third Point LLC (Daniel Loeb) bought1,200,000 1,200,000 Findlay Park Partners LLP 19%457,937 1,898,312
Ownership Capital B.V. bought1,084,511 1,084,511 BANK OF AMERICA CORP /DE/ 15%432,758 2,505,215
J P MORGAN CHASE & CO 38%781,051 2,830,216 GOLDMAN SACHS GROUP INC 11%285,580 2,253,760
MORGAN STANLEY bought752,464 752,464 Intermede Investment Partners Ltd sold280,558 0
VANGUARD GROUP INC 4%750,494 21,310,321 PRUDENTIAL FINANCIAL INC 34%191,999 375,339
PRICE T ROWE ASSOCIATES INC /MD/ 3%557,239 21,561,386 TWO SIGMA ADVISERS, LLC 74%180,500 63,100
FRANKLIN RESOURCES INC 24%505,137 2,590,435 WINSLOW CAPITAL MANAGEMENT INC /MN 13%153,153 1,022,381
FAYEZ SAROFIM & CO bought501,483 501,483 EDGEWOOD MANAGEMENT LLC 2%147,755 6,240,576
Artisan Partners Limited Partnership bought488,647 488,647 WADDELL & REED FINANCIAL INC 13%140,851 921,446
AMERIPRISE FINANCIAL INC 14%363,835 2,988,107 Twin Tree Management, LP 31%140,666 308,534
GREAT WEST LIFE ASSURANCE CO /CAN/ bought343,013 343,013 HENDERSON GROUP PLC 8%138,833 1,648,115
OMERS ADMINISTRATION CORP bought333,000 333,000 NORDEA INVESTMENT MANAGEMENT AB 27%125,253 334,495
Susquehanna International Group, LLP 36%329,464 1,248,355 FIERA SCEPTRE INC. 91%120,679 11,270
Zurich Insurance Group Ltd/FI bought300,319 300,319 WELLS FARGO & CO/MN 7%120,072 1,527,760
Durable Capital Partners LP 28%257,166 1,186,870 Susquehanna Foundation 17%116,000 557,433
PointState Capital LP 321%254,373 333,674 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 57%115,514 87,103
Jericho Capital Asset Management L.P. bought242,000 242,000 Tredje AP-fonden 92%110,685 10,000
GEODE CAPITAL MANAGEMENT LLC 6%241,291 4,352,130 BANK OF NOVA SCOTIA / 58%108,183 78,208
WESTFIELD CAPITAL MANAGEMENT CO LP bought235,113 235,113 Russell Investments Group, Ltd. 26%103,955 301,641
MAPLELANE CAPITAL, LLC bought234,000 234,000 Mitsubishi UFJ Securities International PLC sold97,235 0
D. E. Shaw & Co., INC. (David E. Shaw) 215%228,290 334,522 NATIXIS 85%96,823 16,493
PIONEER INVESTMENT MANAGEMENT INC 63%202,095 522,580 LORD ABBETT & CO LLC 46%92,812 110,600
Junto Capital Management LP 142%179,946 306,637 Point72 Asset Management, L.P. 56%89,455 69,040
OZ MANAGEMENT LP bought174,189 174,189 Ionic Capital Management LLC sold88,420 0
OAK RIDGE INVESTMENTS LLC 1,163%167,044 181,410 Man Group plc 11%84,559 653,483
PICTET ASSET MANAGEMENT LTD 28%164,828 753,606 Oribel Capital Management, LP 97%84,300 2,600
BROWN ADVISORY HOLDINGS INC 5%152,823 3,504,005 AMERICAN CENTURY COMPANIES INC 51%82,147 80,046
PEAK6 Investments LLC bought149,843 149,843 NN Investment Partners Holdings N.V. 9%81,376 839,868
SCHF (GPE), LLC bought139,052 139,052 VIRGINIA RETIREMENT SYSTEMS ET AL 30%77,700 178,000
Veritas Investment Partners (UK) Ltd. 1,978%133,041 139,768 PRIMECAP MANAGEMENT CO/CA/ 3%69,550 2,488,541
KBC Group NV 113%132,701 250,643 CHILTON INVESTMENT CO LLC 26%64,447 182,610
BANK OF MONTREAL /CAN/ 50%129,787 388,425 FIL Ltd 50%63,633 63,625
Wilkinson Global Asset Management LLC bought122,555 122,555 TRG Investments, LLC sold62,302 0
Newbrook Capital Advisors LP bought122,424 122,424 FRIESS ASSOCIATES LLC 100%61,838 262
Sustainable Growth Advisers, LP 20%109,196 652,854 MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 89%60,938 7,506
ENVESTNET ASSET MANAGEMENT INC 36%106,509 401,203 ALLIANCEBERNSTEIN L.P. 13%59,690 394,393
Davidson Kempner Capital Management LP bought100,759 100,759 PGGM Investments 48%51,804 56,206
Valley Forge Advisors, LLC 86%99,480 215,221 Neuberger Berman Group LLC 6%50,752 763,684
REGIONS FINANCIAL CORP bought96,075 96,075 Eudaimonia Partners, LLC 100%49,228 70
MACQUARIE GROUP LTD bought92,882 92,882 Laurion Capital Management LP 90%48,000 5,100
PARNASSUS INVESTMENTS /CA bought88,197 88,197 Mechanics Bank Trust Department 98%46,674 747
ACADIAN ASSET MANAGEMENT LLC 12%85,020 813,309 TEXAS PERMANENT SCHOOL FUND sold44,704 0
LIGHT STREET CAPITAL MANAGEMENT, LLC bought82,000 82,000 STRS OHIO 24%44,657 138,638
FLOSSBACH VON STORCH AG 86%78,900 170,600 Gotham Asset Management, LLC 89%43,241 5,535
Robeco Institutional Asset Management B.V. 12%78,618 748,090 JUPITER ASSET MANAGEMENT LTD 73%42,868 16,049
Investec Asset Management LTD 5%73,590 1,603,994 WELLINGTON MANAGEMENT CO LLP 2%42,195 1,832,860
Squarepoint Ops LLC bought70,415 70,415 EARNEST PARTNERS LLC 38%40,901 67,660
Capitolis Advisors LLC bought70,225 70,225 Korea Investment CORP 28%40,400 104,400
Echo Street Capital Management LLC 22%69,716 392,684 JANE STREET GROUP, LLC 21%36,788 137,135
DEUTSCHE BANK AG 9%69,166 829,403 MASON STREET ADVISORS LLC sold36,245 0
ADAGE CAPITAL PARTNERS GP LLC 23%68,600 362,000 Nuveen Asset Management, LLC 41%35,412 50,303
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 5%65,037 1,252,652 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 6%34,371 516,982
ProShare Advisors LLC 23%63,388 333,415 FMR LLC 0%33,259 6,740,616
ALTA CAPITAL MANAGEMENT LLC/ bought62,961 62,961 VICTORY CAPITAL MANAGEMENT INC 12%33,099 236,247
ROYAL LONDON ASSET MANAGEMENT LTD 22%62,494 343,283 JENSEN INVESTMENT MANAGEMENT INC 3%32,628 1,056,379
ARK Investment Management LLC 232%62,454 89,333 FIRST TRUST ADVISORS LP 6%31,909 468,488
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2%60,571 2,793,170 BB&T CORP 11%31,373 253,717
Mawer Investment Management Ltd. 5%59,593 1,282,927 SEI INVESTMENTS CO 12%31,025 218,243
Capstone Investment Advisors, LLC 33%57,800 230,800 CANADA PENSION PLAN INVESTMENT BOARD 100%29,216 77
B. Metzler seel. Sohn & Co. Holding AG bought57,103 57,103 MAR VISTA INVESTMENT PARTNERS LLC 5%27,765 499,054
LEGAL & GENERAL GROUP PLC 3%53,450 1,796,485 CLOUGH CAPITAL PARTNERS L P sold26,990 0
BEACON INVESTMENT ADVISORY SERVICES, INC. bought51,358 51,358 NEW YORK STATE COMMON RETIREMENT FUND 5%24,895 516,190
Blue Whale Capital LLP 51%49,730 146,665 Sumitomo Mitsui Trust Holdings, Inc. 2%24,676 1,302,776
Rafferty Asset Management, LLC bought49,593 49,593 QS Investors, LLC 66%24,355 12,316
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought49,545 49,545 DSM CAPITAL PARTNERS LLC 3%24,247 792,690
BARCLAYS PLC 8%48,911 698,688 RBF Capital, LLC sold22,500 0
ALGER FRED MANAGEMENT INC 7%44,988 673,879 LAZARD ASSET MANAGEMENT LLC 4%22,331 565,085
PARAMETRIC PORTFOLIO ASSOCIATES 4%44,476 1,307,012 PRINCIPAL FINANCIAL GROUP INC 1%20,348 1,664,536
AustralianSuper Pty Ltd 34%42,525 168,639 Cubist Systematic Strategies, LLC 34%20,206 38,462
Bank of New York Mellon CORP 1%41,999 3,034,014 PUTNAM INVESTMENTS LLC 9%20,180 197,156
CITIGROUP INC 8%32,985 434,758 TEACHER RETIREMENT SYSTEM OF TEXAS 14%19,189 117,306
Cumberland Partners Ltd bought31,876 31,876 Janney Montgomery Scott LLC 45%19,135 23,672
TD ASSET MANAGEMENT INC 5%31,410 692,451 PALISADE CAPITAL MANAGEMENT LLC/NJ 69%18,988 8,634
Invesco Ltd. 1%30,061 3,222,093 Burns Wealth Management, Inc. 93%18,913 1,448
Veritas Investment Management (UK) Ltd bought28,330 28,330 State of Tennessee, Treasury Department 28%18,897 48,692
Dai-Ichi Life Insurance Company, Ltd 54%27,332 77,719 PANAGORA ASSET MANAGEMENT INC 6%17,916 292,746
Swiss National Bank 3%26,600 1,078,539 JACOBS LEVY EQUITY MANAGEMENT INC sold17,573 0
CAAS CAPITAL MANAGEMENT LP bought26,398 26,398 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC sold16,227 0
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 119%24,809 45,607 APG All Pensions Group 6%16,141 250,415
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 4%24,751 626,352 Mirae Asset Global Investments Co., Ltd. 6%15,875 266,597
DIMENSIONAL FUND ADVISORS INC 3%24,029 775,419 ZACKS INVESTMENT MANAGEMENT 37%15,476 26,172
CREDIT SUISSE/ 4%23,618 643,164 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 5%15,330 321,522
CREDIT AGRICOLE S A bought22,171 22,171 Sawtooth Asset Management, Inc. 95%14,843 831
Head & Associates, LLC bought21,353 21,353 RHUMBLINE ADVISERS 3%14,819 466,658
Cohen Klingenstein, LLC bought20,600 20,600 WOLVERINE TRADING, LLC 13%14,543 95,356
Gratus Capital LLC bought20,237 20,237 CIBC WORLD MARKETS CORP 18%13,283 58,621
Intellectus Partners, LLC bought20,000 20,000 CLS INVESTMENT FIRM, LLC 38%13,164 21,234
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 12%19,926 192,169 COLONY GROUP LLC 15%13,126 76,103
Stanley-Laman Group, Ltd. 1,459%19,661 21,009 JEFFERIES GROUP INC /DE/ 61%13,070 8,504
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 76%19,545 45,145 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 4%12,870 326,807
LATEEF INVESTMENT MANAGEMENT/CA 31%19,379 82,441 Ensign Peak Advisors, Inc 30%12,828 29,787
LGT CAPITAL PARTNERS LTD. 10%19,050 203,190 SENTRY INVESTMENT MANAGEMENT INC 83%12,261 2,529
2Xideas AG bought18,937 18,937 GUGGENHEIM CAPITAL LLC 14%12,072 71,190
Lindsell Train Ltd 1%18,800 2,265,806 CenterStar Asset Management, LLC 36%11,540 20,243
Elo Mutual Pension Insurance Co bought18,540 18,540 BP PLC 52%11,439 10,761
Botty Investors LLC bought17,926 17,926 HHR Asset Management, LLC 20%11,320 45,520
Creative Planning 45%17,259 55,545 TWINBEECH CAPITAL LP sold11,213 0
SHELL ASSET MANAGEMENT CO 55%17,189 48,613 WIT, LLC sold10,940 0
ESSEX INVESTMENT MANAGEMENT CO LLC bought17,028 17,028 J O Hambro Investment Management Ltd 4%10,374 263,095
EULAV Asset Management 17%17,000 118,210 Fundsmith LLP 0%10,325 4,577,260
UBS Group AG 4%16,541 403,735 Ilmarinen Mutual Pension Insurance Co sold10,000 0
LMR Partners LLP bought16,451 16,451 Decatur Capital Management, Inc. 47%10,000 11,064
NORTHERN TRUST CORP 1%16,097 3,181,517 Walleye Trading LLC 15%9,947 55,561
CONNING Asset Management Co. 398%15,465 19,347 Mondrian Capital Management, LLC 36%9,500 17,000
Maryland State Retirement & Pension System 373%15,229 19,314 Wealth Builders sold9,199 0
ATLANTA CAPITAL MANAGEMENT CO L L C 3%15,049 557,442 Corient Capital Partners, LLC sold8,825 0
Skandinaviska Enskilda Banken AB (publ) 16%14,823 108,083 Steel Peak Wealth Management LLC 40%8,783 13,006
Williams Jones Wealth Management, LLC. 6%14,345 254,034 SCHRODER INVESTMENT MANAGEMENT GROUP sold8,381 0
National Pension Service 4%14,218 351,054 Illinois Municipal Retirement Fund 37%8,324 14,248
STATE OF WISCONSIN INVESTMENT BOARD 7%14,181 216,208 OVERBROOK MANAGEMENT CORP sold7,895 0
TRUST CO OF VERMONT bought13,963 13,963 ARONSON & JOHNSON & ORTIZ, LP sold7,429 0
Vontobel Holding Ltd. 40%13,798 48,305 INVESTMENT HOUSE LLC 6%7,368 124,309
RAYMOND JAMES & ASSOCIATES 5%13,658 262,066 Banco de Sabadell, S.A sold7,356 0
AGF FUNDS INC 5%13,463 265,795 GENEVA CAPITAL MANAGEMENT LTD/WI 5%7,269 140,321
GROUP ONE TRADING, L.P. 1,301%13,093 14,099 PineBridge Investments Ltd 27%7,160 19,509
Mitsubishi UFJ Asset Management Co., Ltd. 16%13,081 96,358 BT Investment Management Ltd 2%6,800 322,319
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 8%12,733 163,943 State of New Jersey Common Pension Fund D 4%6,729 157,568
US BANCORP DE 7%12,612 204,387 LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 2%6,397 307,734
BLAIR WILLIAM & CO/IL 3%12,466 447,617 Capital Impact Advisors, LLC sold6,359 0
FORSTA AP-FONDEN 20%12,000 71,800 MACKAY SHIELDS LLC 11%6,041 46,960
Teza Capital Management LLC bought11,818 11,818 Employees Retirement System of Texas 17%6,000 30,100
Pensionfund DSM Netherlands bought11,725 11,725 Cipher Capital LP sold5,833 0
Banque Cantonale Vaudoise bought11,720 11,720 Skye Global Management LP sold5,800 0
Arabesque Asset Management Ltd bought11,296 11,296 Financial Advisors Network, Inc. sold5,575 0
Reliant Investment Management, LLC bought11,260 11,260 RVW Wealth, LLC sold5,555 0
Cornerstone Advisors, LLC bought11,000 11,000 DUALITY ADVISERS, LP sold5,310 0
Pearl River Capital, LLC bought10,961 10,961 Chevy Chase Trust Holdings, Inc. 3%5,286 185,338
NISA INVESTMENT ADVISORS L L C 7%10,572 158,446 QUEST INVESTMENT MANAGEMENT INC/OR 11%5,105 42,154
Melqart Asset Management (UK) Ltd 289%10,532 14,182 TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 71%4,757 1,921
Private Advisor Group, LLC bought10,505 10,505 Jump Financial, LLC sold4,612 0
IronBridge Private Wealth, LLC bought10,469 10,469 Connor, Clark & Lunn Investment Management Ltd. 23%4,374 14,263
Bowie Capital Management, LLC 26%10,100 49,100 AMP Capital Investors Ltd 4%4,234 108,896
Qube Research & Technologies Ltd 256%9,967 13,865 Banco Santander, S.A. 37%4,181 7,155
Quantbot Technologies LLC bought9,946 9,946 Summit Global Investments 4%4,109 91,006
Archer Investment Corp 7,120%9,826 9,964 Quantitative Systematic Strategies LLC 35%4,027 7,621
NOMURA HOLDINGS INC 119%9,803 18,020 KEYBANK NATIONAL ASSOCIATION/OH 3%3,962 127,556
Investec Asset Management North America, Inc. 8%9,712 133,558 L & S Advisors Inc 12%3,952 30,026
Rathbone Brothers plc 4%9,432 252,516 TWO SIGMA SECURITIES, LLC sold3,930 0
Engineers Gate Manager LP 220%9,406 13,687 PRUDENTIAL CORP PLC sold3,895 0
CAPE COD FIVE CENTS SAVINGS BANK bought8,998 8,998 BRYN MAWR TRUST CO/PA 11%3,891 31,404
Harbour Capital Advisors, LLC bought8,965 8,965 FDx Advisors, Inc. 46%3,875 4,560
Rockefeller Capital Management L.P. 66%8,659 21,877 DIAM Co., Ltd. 3%3,833 141,551
ADAMS EXPRESS CO 20%8,600 52,100 Lido Advisors, LLC 79%3,641 959
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 35%8,573 32,831 ING INVESTMENT MANAGEMENT LLC 0%3,619 1,434,089
Gareth Morgan Investments Limited Partnership 114%8,464 15,900 FIFTH THIRD BANCORP 21%3,561 13,162
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16%8,446 61,373 MAVERICK CAPITAL LTD (Lee Ainslie) 60%3,536 2,350
BABSON CAPITAL MANAGEMENT LLC bought8,374 8,374 Tower Research Capital LLC sold3,498 0
Nikko Asset Management Americas, Inc. 4%8,174 205,729 Livforsakringsaktiebolaget Skandia (publ) 47%3,440 3,833
Bristol Gate Capital Partners Inc. 4%8,164 195,762 Polianta Ltd sold3,400 0
NORTHSTAR INVESTMENT ADVISORS LLC bought8,005 8,005 Retirement Systems of Alabama 3%3,385 121,341
Pensionfund Sabic bought7,675 7,675 Dynamic Advisors Solutions LLC 38%3,305 5,412
BTIM Corp. 10%7,598 82,612 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 4%3,300 76,010
James Hambro & Partners 6%7,558 143,081 Lombard Odier Asset Management (Switzerland) SA sold3,265 0
BNP Paribas Investment Partners S.A. 16%7,500 55,572 H D Vest Advisory Services 32%3,245 6,957
Optiver Holding B.V. bought7,436 7,436 OneAscent Financial Services LLC sold3,197 0
AtonRa Partners bought7,356 7,356 OneAscent Wealth Management LLC sold3,192 0
Standard Life Aberdeen plc 5%7,090 160,298 GOFEN & GLOSSBERG LLC /IL/ 45%3,187 3,852
Aperio Group, LLC 3%6,685 260,793 TOCQUEVILLE ASSET MANAGEMENT LP 11%3,165 24,897
M&T BANK CORP 17%6,632 46,603 MILLENNIUM MANAGEMENT LLC 1%3,104 319,219
PROFUND ADVISORS LLC 30%6,376 27,391 Cypress Capital Group 17%3,081 15,352
Cohen Investment Advisors LLC bought6,352 6,352 TWIN CAPITAL MANAGEMENT INC sold2,780 0
Texas Capital Bank Wealth Management Services Inc 62%6,247 16,381 OPPENHEIMER & CO INC 17%2,737 12,962
WHITTIER TRUST CO OF NEVADA INC 175%6,159 9,680 NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 7%2,714 35,511
Mint Tower Capital Management B.V. bought6,000 6,000 IHT Wealth Management, LLC sold2,711 0
DekaBank Deutsche Girozentrale 4%5,962 174,856 Carmignac Gestion 30%2,584 6,059
UNITED CAPITAL FINANCIAL ADVISERS,INC. 7%5,722 88,330 MetLife Investment Advisors, LLC 4%2,571 63,809
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 3%5,557 174,153 Crestone Asset Management LLC sold2,542 0
MIRABELLA FINANCIAL SERVICES LLP 792%5,404 6,086 SUNRISE PARTNERS LLC /CT 48%2,489 2,657
LPL Financial CORP 11%5,329 53,943 Lombard Odier Asset Management (Europe) Ltd sold2,331 0
HPM Partners LLC 20%5,314 31,539 Paragon Advisors, LLC 81%2,285 544
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1%5,283 382,941 ZEVENBERGEN CAPITAL INVESTMENTS LLC 33%2,279 4,613
Public Sector Pension Investment Board 25%5,260 25,896 Quilter Plc 2%2,272 146,350
Blueshift Asset Management, LLC bought5,212 5,212 TEWKSBURY CAPITAL MANAGEMENT LTD sold2,270 0
MD Financial Management Inc. bought5,128 5,128 SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.,LTD. 17%2,160 10,820
Sumitomo Mitsui Asset Management Company, LTD 24%5,087 26,451 Winton Capital Group Ltd sold2,108 0
BAILARD, INC. 154%5,015 8,272 USA Financial Portformulas Corp 100%2,089 4
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. bought5,000 5,000 Stevard, LLC sold2,085 0
Premier Fund Managers Ltd bought4,846 4,846 Utah Retirement Systems 4%2,069 48,449
ALGERT COLDIRON INVESTORS LLC 196%4,747 7,175 CHARTWELL INVESTMENT PARTNERS, INC. 10%2,053 18,250
JustInvest LLC bought4,598 4,598 Achmea Investment Management B.V. 7%2,029 25,467
AXA 2%4,597 269,910 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14%2,005 12,414
Vista Wealth Management Group, LLC bought4,582 4,582 Zurcher Kantonalbank (Zurich Cantonalbank) 2%1,992 107,567
Handelsbanken Fonder AB 3%4,527 138,002 Pegasus Partners Ltd. 25%1,954 5,924
TWO SIGMA INVESTMENTS LLC 92%4,392 9,167 CI INVESTMENTS INC. 5%1,926 33,193
Raymond James Financial Services Advisors, Inc. 18%4,366 29,111 BI Asset Management Fondsmaeglerselskab A/S 31%1,912 4,251
IEQ CAPITAL, LLC bought4,197 4,197 SG Americas Securities, LLC 2%1,902 93,041
O'Shares Investment Advisers, LLC 33%4,108 16,695 ARCADIA INVESTMENT MANAGEMENT CORP/MI 7%1,863 23,195
Spectrum Management Group, Inc. bought4,091 4,091 Alaska Retirement Management Board 3%1,847 54,405
WEALTHSOURCE PARTNERS, LLC bought4,044 4,044 Grantham, Mayo, Van Otterloo & Co. LLC 13%1,820 12,495
Epoch Investment Partners Inc. 4%3,915 100,127 Mariner Wealth Advisors, LLC 4%1,806 40,725
MERCER GLOBAL ADVISORS INC /ADV 52%3,902 11,466 NS Partners Ltd 2%1,785 102,060
SUMITOMO LIFE INSURANCE CO 111%3,874 7,365 METROPOLITAN LIFE INSURANCE CO/NY 4%1,783 47,445
Ibex Investors LLC bought3,809 3,809 MOODY LYNN & CO/ 47%1,745 1,976
Van Leeuwen & Company, LLC 40%3,700 12,866 Saturna Capital CORP 0%1,685 462,905
W. E. Donoghue & Co., LLC bought3,699 3,699 MANUFACTURERES LIFE INSURANCE CO 3%1,584 53,278
Andra AP-fonden 15%3,600 27,700 BAXTER BROS INC 2%1,557 71,947
Assenagon Asset Management S.A. bought3,594 3,594 DAVIS R M INC 1%1,540 181,794
DAVIDSON D A & CO 545%3,555 4,207 Hillsdale Investment Management Inc. 89%1,535 185
SIMPLEX TRADING, LLC 113%3,518 6,622 Bridgewater Associates, Inc.(Raymond Dalio) sold1,528 0
TOMPKINS FINANCIAL CORP bought3,438 3,438 Clean Yield Group 22%1,523 5,400
Gyon Technologies Capital Management, LP bought3,433 3,433 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 6%1,500 21,800
AVIVA PLC 4%3,205 84,577 Marathon Trading Investment Management LLC sold1,500 0
IFM Investors Pty Ltd 13%3,197 28,292 DUPONT CAPITAL MANAGEMENT 23%1,488 4,851
Vestmark Advisory Solutions, Inc. 169%3,157 5,022 Emerald Investment Partners, LLC 97%1,420 45
HYA Advisors, Inc 59%3,104 8,404 COMMONWEALTH EQUITY SERVICES, LLC. 4%1,391 31,964
CATALYST PRIVATE WEALTH, LLC bought3,085 3,085 Pacer Advisors, Inc. 5%1,363 24,919
BAMCO INC /NY/ 172%3,056 4,836 CSat Investment Advisory, L.P. sold1,357 0
FIRST QUADRANT L P/CA 61%3,036 8,005 MEIJI YASUDA LIFE INSURANCE CO 32%1,338 2,850
Daiwa Securities Group Inc. 17%2,976 21,003 PAPP L ROY & ASSOCIATES 14%1,293 7,680
BOOTHBAY FUND MANAGEMENT, LLC 32%2,907 12,100 FEDERATED INVESTORS INC /PA/ 5%1,275 24,062
Mn Services Vermogensbeheer B.V. 1%2,900 229,305 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6%1,261 18,963
Crestline Management, LP bought2,900 2,900 CARDEROCK CAPITAL MANAGEMENT INC 6%1,204 20,496
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 23%2,876 15,280 ETF MANAGERS GROUP, LLC 44%1,201 1,532
TIEMANN INVESTMENT ADVISORS, LLC 222%2,854 4,138 Arizona State Retirement System 2%1,195 74,043
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18%2,839 18,502 Asset Advisors Investment Management, LLC 1%1,183 80,655
CIBC Global Asset Management Inc 7%2,780 43,326 Symphony Financial, Ltd. Co. 62%1,181 736
Steward Partners Investment Advisory, LLC 46%2,773 8,798 Apollon Wealth Management, LLC sold1,143 0
GLYNN JA & CO bought2,745 2,745 Cutler Group LP sold1,100 0
CAPTRUST FINANCIAL ADVISORS 7%2,708 39,498 GODSEY & GIBB ASSOCIATES sold1,039 0
EATON VANCE MANAGEMENT 0%2,703 575,703 BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 2%1,009 43,116
Louisiana State Employees Retirement System 23%2,700 14,200 PARTHENON LLC 37%1,000 1,700
STATE TREASURER STATE OF MICHIGAN 4%2,700 70,948 BOWEN HANES & CO INC 1%1,000 106,840
HWG Holdings LP bought2,681 2,681 Braun-Bostich & Associates Inc. sold991 0
DEARBORN PARTNERS LLC 3%2,681 94,702 Petrus Trust Company, LTA sold955 0
ABNER HERRMAN & BROCK LLC 369%2,645 3,361 OLD DOMINION CAPITAL MANAGEMENT INC 3%952 34,344
Kestra Advisory Services, LLC 46%2,630 8,338 Providence First Trust Co sold940 0
Empirical Finance, LLC bought2,616 2,616 Neo Ivy Capital Management sold935 0
ExodusPoint Capital Management, LP bought2,572 2,572 Covington Capital Management 2%925 50,469
REGENTATLANTIC CAPITAL LLC 145%2,536 4,280 CIBC World Markets Inc. 13%916 6,169
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 51%2,533 7,482 ASAHI LIFE ASSET MANAGEMENT CO., LTD. sold910 0
LYELL WEALTH MANAGEMENT, LP 8%2,504 34,739 THOMAS WHITE INTERNATIONAL LTD 99%900 10
MONUMENTAL FINANCIAL GROUP INC. bought2,494 2,494 CORBETT ROAD CAPITAL MANAGEMENT, LLC sold900 0
HARVEST VOLATILITY MANAGEMENT LLC 68%2,415 5,943 A.R.T. Advisors, LLC sold896 0
Impax Asset Management Group plc 30%2,412 10,501 TCI Wealth Advisors, Inc. 40%870 1,301
Parkwood LLC bought2,394 2,394 BKD Wealth Advisors, LLC sold861 0
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0%2,386 1,031,129 GHP Investment Advisors, Inc. 4%834 21,513
Magnetar Financial LLC bought2,374 2,374 MML INVESTORS SERVICES, LLC 5%827 15,373
MOGY JOEL R INVESTMENT COUNSEL INC 3%2,335 70,069 PDT Partners, LLC sold801 0
AIGEN INVESTMENT MANAGEMENT, LP bought2,320 2,320 HERSHEY TRUST CO sold800 0
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 7%2,273 35,210 qPULA Trading Management LP sold800 0
BENJAMIN EDWARDS INC bought2,224 2,224 IBM Retirement Fund 9%797 8,557
Norinchukin Bank, The 9%2,170 25,452 Atlantic Trust Group, LLC 91%794 75
TrimTabs Asset Management, LLC bought2,156 2,156 Eagle Capital Management, LLC 4%759 18,248
VAN ECK ASSOCIATES CORP 8%2,107 29,491 Mariner Quantitative Solutions, LLC 56%744 583
Pathstone Family Office, LLC 1,021%2,093 2,298 Milestone Group, Inc. 5%722 14,907
Fulcrum Asset Management LLP bought2,057 2,057 Verition Fund Managegment LLC 45%720 891
Vident Investment Advisory, LLC 157%2,027 3,322 Copeland Capital Management, LLC 4%719 15,936
Trustees of Princeton University bought2,025 2,025 Lakeview Capital Partners, LLC 40%703 1,046
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 3%2,022 61,900 NORTH STAR ASSET MANAGEMENT INC 1%696 48,411
VIKING FUND MANAGEMENT LLC 67%2,000 5,000 CENTRAL BANK & TRUST CO 3%695 23,105
Gulf International Bank (UK) Ltd 3%1,999 59,606 SYNOVUS FINANCIAL CORP sold688 0
Swedbank 2%1,965 129,287 Atlanta Capital Group sold668 0
CONGRESS ASSET MANAGEMENT CO /MA 1%1,952 254,108 Interchange Capital Partners, LLC 34%642 1,226
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought1,918 1,918 MACKENZIE FINANCIAL CORP 2%611 27,975
Cetera Investment Advisers 137%1,865 3,227 PARSONS CAPITAL MANAGEMENT INC/RI 5%609 11,711
Circle Wealth Management, LLC bought1,854 1,854 Unio Capital LLC 3%606 21,969
WHITTIER TRUST CO 6%1,851 30,333 CYPRESS GROWTH FUND III LP 5%600 11,800
Psagot Investment House Ltd. bought1,844 1,844 Wealth Architects, LLC sold593 0
Autus Asset Management, LLC 5%1,795 38,463 Fisher Asset Management, LLC(Kenneth L. Fisher) 29%592 1,430
SAND HILL ADVISORS INC/CA bought1,732 1,732 WT Wealth Management 14%573 3,444
TEXAS CAPITAL BANCSHARES INC/TX bought1,730 1,730 Brookstone Capital Management sold569 0
Integrated Investment Consultants, LLC bought1,694 1,694 MEITAV DASH INVESTMENTS LTD sold561 0
Tuttle Tactical Management LLC bought1,690 1,690 VisionPoint Advisory Group, LLC sold552 0
Lumature Wealth Partners, LLC bought1,646 1,646 AJ WEALTH STRATEGIES, LLC 36%549 984
Polar Securities Inc. bought1,606 1,606 Charles Schwab Trust Co sold543 0
Epstein & White Financial LLC bought1,600 1,600 Venture Visionary Partners LLC sold535 0
Horizon Investments, LLC/SC bought1,587 1,587 Bank Julius Baer & Co. Ltd, Zurich 12%530 3,870
UMB BANK N A/MO 1%1,587 108,302 BBVA USA BANCSHARES INC 5%530 9,684
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 3%1,565 54,090 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2%526 33,463
FORT PITT CAPITAL GROUP, LLC bought1,542 1,542 Oakmont Partners LLC 28%507 1,288
Kentucky Retirement Systems 10%1,514 17,205 LS Investment Advisors, LLC 10%507 4,513
Pallas Capital Advisors LLC bought1,513 1,513 LAKE STREET ADVISORS GROUP, LLC 10%492 4,227
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3%1,497 50,829 ANDERSON HOAGLAND & CO 2%488 19,054
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 161%1,492 2,417 WENDELL DAVID ASSOCIATES INC 1%458 44,428
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7%1,417 21,723 Bath Savings Trust Co 1%441 46,224
Goss Wealth Management LLC 19%1,401 8,973 HANCOCK HOLDING CO 6%402 6,212
Penobscot Investment Management Company, Inc. 40%1,365 4,782 Crossmark Global Holdings, Inc. 2%402 18,668
Financial Advocates Investment Management bought1,358 1,358 Magnus Financial Group LLC 31%401 892
Boston Common Asset Management, LLC 4%1,325 31,911 Investec Asset Management (PTY) Ltd 5%398 8,022
MCDANIEL TERRY & CO 4%1,318 31,898 Full Sail Capital, LLC 55%383 317
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 4%1,300 35,900 PACIFIC CAPITAL WEALTH ADVISORS, INC sold382 0
DAVIDSON INVESTMENT ADVISORS 5%1,294 29,729 Diversified Trust Co 9%380 3,858
ATRIA INVESTMENTS LLC 7%1,290 20,189 WETHERBY ASSET MANAGEMENT INC 4%376 8,941
Calamos Advisors LLC 3%1,279 41,397 Mitsubishi UFJ Trust & Banking Corp 4%374 10,146
Cerro Pacific Wealth Advisors LLC bought1,252 1,252 Phoenix Holdings Ltd. 8%363 3,932
LOOMIS SAYLES & CO L P 43%1,246 4,133 NEXT CENTURY GROWTH INVESTORS LLC 7%357 4,517
RAYMOND JAMES TRUST CO 10%1,229 13,248 U S GLOBAL INVESTORS INC sold350 0
Renasant Bank bought1,209 1,209 DSC Advisors, L.P. 25%345 1,053
LIBERTY WEALTH MANAGEMENT LLC 240%1,201 1,701 Carnick & Kubik Group, LLC 18%343 1,534
WAYCROSS PARTNERS, LLC bought1,200 1,200 Liberty Capital Management, Inc. 1%335 25,770
Minot Wealth Management LLC 38%1,166 4,220 ROYAL BANK OF SCOTLAND GROUP PLC 7%330 4,184
BANK OF HAWAII 82%1,149 2,548 NICHOLS & PRATT ADVISERS LLP /MA 1%325 44,572
Camden Capital, LLC bought1,147 1,147 Kathmere Capital Management, LLC sold320 0
AMERICAN NATIONAL BANK 11%1,146 11,719 Venturi Wealth Management, LLC 9%318 3,296
SCBT FINANCIAL CORP bought1,126 1,126 JACOBSON & SCHMITT ADVISORS, LLC 7%305 4,127
Ashfield Capital Partners, LLC 4%1,125 28,793 Kistler-Tiffany Companies, LLC sold300 0
Parsec Financial Management, Inc. bought1,105 1,105 NOMURA ASSET MANAGEMENT CO LTD 0%288 289,843
Empirical Financial Services, LLC 36%1,102 4,196 JEPPSON WEALTH MANAGEMENT, LLC sold288 0
Advisor OS, LLC 43%1,099 3,672 Chesapeake Wealth Management 19%279 1,165
Advisors Asset Management, Inc. 14%1,098 9,212 HARBOR INVESTMENT ADVISORY, LLC 68%277 131
Veracity Capital LLC 99%1,082 2,171 MCRAE CAPITAL MANAGEMENT INC 12%274 1,928
Harfst & Associates, Inc. 44%1,079 3,543 PERRITT CAPITAL MANAGEMENT INC 23%271 891
Wealthfront Advisers LLC 13%1,077 9,675 JACOBS & CO/CA 2%268 11,152
Baird Financial Group, Inc. 85%1,066 2,318 Harbor Group, Inc. 16%260 1,329
Bayesian Capital Management, LP bought1,057 1,057 JENNISON ASSOCIATES LLC 18%256 1,165
Elk River Wealth Management, LLC 9%1,039 12,906 Symmetry Partner, LLC 9%253 2,476
Main Street Financial Solutions, LLC bought1,013 1,013 Redpoint Investment Management Pty Ltd 3%253 7,245
K.J. Harrison & Partners Inc bought1,000 1,000 World Asset Management Inc 4%249 6,260
CoreFirst Bank & Trust bought1,000 1,000 FIRST MIDWEST BANK TRUST DIVISION 5%240 4,143
Ironwood Wealth Management, llc 27%966 4,498 Ocean Capital Management, LLC 3%236 8,238
Plante Moran Financial Advisors Ltd Partnership 634%963 1,115 Vestcor Investment Management Corp 1%234 20,938
CITY HOLDING CO 15%960 7,261 Private Capital Group, LLC 65%222 118
Cavalier Investments 33%947 3,789 STATE STREET CORP 0%219 10,621,380
Proficio Capital Partners LLC 131%939 1,656 Asset Dedication, LLC 36%215 378
Parallel Advisors, LLC 20%939 5,703 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0%210 46,251
AMERITAS INVESTMENT CORP bought908 908 Buckingham Asset Management, LLC 4%205 4,494
MASTRAPASQUA ASSET MANAGEMENT INC 11%905 9,517 TCTC Holdings, LLC 25%200 607
GSA CAPITAL PARTNERS LLP 47%901 2,836 Long Road Investment Counsel, LLC 2%200 7,900
Suncoast Equity Management 1%899 66,365 Modera Wealth Management, LLC 14%198 1,172
M. Kulyk & Associates, LLC 10%888 9,754 Harel Insurance Investments & Financial Services Ltd. 13%194 1,290
Bouvel Investment Partners, LLC 7%885 12,825 M&G INVESTMENT MANAGEMENT LTD 19%194 801
BTC Capital Management, Inc. 7%877 12,666 Vantage Consulting Group Inc sold190 0
XTX MARKETS LLC bought861 861 RMB Capital Management, LLC 17%177 861
SVA Plumb Wealth Management, LLC 119%855 1,575 WD RUTHERFORD LLC sold175 0
Hartland & Co., LLC 103%853 1,678 Checchi Capital Advisers, LLC 7%174 2,223
DONALDSON CAPITAL MANAGEMENT, LLC 4%843 20,261 HARVEST GROUP WEALTH MANAGEMENT, LLC sold169 0
SEEYOND 28%841 3,847 1ST SOURCE BANK 11%165 1,371
Canal Capital Management, LLC 14%830 6,653 OPTIMUM INVESTMENT ADVISORS 57%159 120
RMR Wealth Builders 85%828 1,805 CAROLINAS WEALTH CONSULTING LLC 36%158 277
Wagonhound Investments, LP 49%827 2,508 Johnson Financial Group, Inc. 25%158 468
Toroso Investments, LLC 40%811 2,824 MATHER GROUP, INC. 11%156 1,243
EVERENCE CAPITAL MANAGEMENT INC 11%810 8,000 WESPAC Advisors, LLC 16%155 800
Princeton Portfolio Strategies Group LLC 5%783 15,038 Personal Capital Advisors Corp 4%152 3,783
Wealth Alliance bought779 779 Oliver Luxxe Assets LLC 8%150 1,750
Curated Wealth Partners LLC bought772 772 Watchman Group, Inc. 1%150 11,630
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV bought771 771 PLIMOTH TRUST CO LLC 6%150 2,171
MDAM Asset Management Co., Ltd. 14%770 6,178 JOHNSON INVESTMENT COUNSEL INC 4%146 3,148
NuWave Investment Management, LLC bought765 765 Manchester Capital Management LLC 55%145 117
Orchard Capital Managment, LLC bought759 759 Newfound Research LLC 41%143 204
CIGNA INVESTMENTS INC /NEW 9%753 9,201 Fieldpoint Private Securities, LLC 33%141 289
SCHARF INVESTMENTS, LLC 78%747 1,701 YCG, LLC 0%141 49,194
TOKIO MARINE ASSET MANAGEMENT CO LTD 44%746 2,431 MISSION CREEK CAPITAL PARTNERS, INC 2%138 6,690
Cedar Brook Financial Partners, LLC bought743 743 OLD NATIONAL BANCORP /IN/ 2%134 6,304
Chicago Capital, LLC 8%740 10,376 Willow Creek Wealth Management Inc. 3%132 4,823
Fosun International Ltd 15%730 5,715 NICOLET BANKSHARES INC 4%132 3,083
HUNTINGTON NATIONAL BANK 4%729 17,940 SIT INVESTMENT ASSOCIATES INC 1%130 21,123
Kentucky Retirement Systems Insurance Trust Fund 10%727 7,892 Mirador Capital Partners LP 2%130 7,283
Johnson Bixby & Associates, LLC bought725 725 TIEDEMANN WEALTH MANAGEMENT, LLC 19%130 541
CAXTON CORP bought710 710 Financial Network 3%127 3,504
ING GROEP NV 4%703 18,131 Godshalk Welsh Capital Management, Inc. 1%125 10,715
DCM Advisors, LLC bought700 700 Gemmer Asset Management LLC 47%125 139
CONTRAVISORY INVESTMENT MANAGEMENT, INC. bought697 697 Mutual Advisors, LLC 9%123 1,269
Belpointe Asset Management LLC bought692 692 WEATHERLY ASSET MANAGEMENT LP /ADV 4%115 2,935
Segment Wealth Management, LLC 3%691 21,311 FIDUCIARY TRUST CO 4%113 2,552
CITIZENS FINANCIAL GROUP INC/RI 35%681 2,615 Biltmore Capital Advisors LLC sold110 0
COMMERCE BANK N A/MO 3%670 22,620 Abacus Planning Group, Inc. 3%110 3,138
AIA Group Ltd bought665 665 Virtue Capital Management, LLC 1%110 8,633
Yorktown Management & Research Co Inc bought660 660 Peak Asset Management, LLC 4%105 2,771
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV bought657 657 Bond & Devick Financial Network, Inc. 9%100 1,057
MEEDER ASSET MANAGEMENT INC 30%655 2,859 CULLINAN ASSOCIATES INC 0%100 44,446
AVALON ADVISORS L P 24%652 3,360 Diversified Investment Strategies, LLC 10%100 860
ALPS ADVISERS INC 12%643 6,036 Sustainable Insight Capital Management, LLC 15%100 564
ALBION FINANCIAL GROUP /UT 63%628 1,617 Vigilant Capital Management, LLC 9%100 1,075
Ethic Inc. 23%626 3,339 Bartlett & Co. LLC 11%100 805
Abbrea Capital, LLC bought626 626 Garner Asset Management Corp 4%100 2,157
PARK AVENUE SECURITIES LLC 25%622 3,075 First Pacific Advisors, LLC(Robert Rodriquez) 15%99 555
FINANCIAL COUNSELORS INC 5%621 12,353 Adams Wealth Management sold99 0
HARDESTY CAPITAL MANAGEMENT CORP bought610 610 Burt Wealth Advisors sold98 0
CCM PARTNERS 2%605 27,025 NEXT Financial Group, Inc 6%94 1,425
REINHART MAHONEY CAPITAL MANAGEMENT INC bought600 600 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 13%91 622
East Coast Asset Management, LLC. bought600 600 Multi-Financial Securities Corp 10%91 848
Columbia Asset Management bought600 600 Reynders McVeigh Capital Management, LLC 6%85 1,281
CPCM, LLC bought598 598 Altshuler Shaham Ltd 27%77 204
FormulaFolio Investments, LLC bought595 595 SMH CAPITAL INC. 2%75 4,321
Compagnie Lombard, Odier SCA 25%590 2,990 SPINNAKER TRUST 5%75 1,457
Voya Financial Advisors, Inc. 7%586 8,709 CARY STREET PARTNER INVESTMENT ADVISORY LLC sold75 0
IFP Advisors, Inc 8%585 8,145 Winthrop Advisory Group LLC 7%72 895
Arkadios Wealth Advisors 1,280%576 621 TRUST CO OF VIRGINIA /VA 1%72 12,423
CB&T Wealth Management bought573 573 Cresset Asset Management, LLC 1%66 6,677
MV Capital Management, Inc. 20%571 3,475 Bragg Financial Advisors, Inc 7%65 878
RiverFront Investment Group, LLC bought561 561 Conestoga Capital Advisors, LLC 4%65 1,605
Sontag Advisory, LLC 17%558 3,812 STONEBRIDGE CAPITAL MANAGEMENT INC 0%65 17,809
Haafor (Singapore) Pte. Ltd. bought557 557 FFCM LLC 3%64 1,985
XR Securities LLC bought543 543 Atlantic Trust, LLC sold62 0
Karani Asset Management LLC 4%538 15,275 TRUE Private Wealth Advisors 9%59 619
Tranquility Partners, LLC bought538 538 PROEQUITIES, INC. 22%55 190
First Bank & Trust 19%534 3,394 PACES FERRY WEALTH ADVISORS, LLC sold54 0
Cooper Financial Group bought532 532 FineMark National Bank & Trust 5%53 949
FIRST HAWAIIAN BANK 5%532 10,425 180 WEALTH ADVISORS, LLC 3%52 1,832
THRIVENT FINANCIAL FOR LUTHERANS bought532 532 Roundview Capital LLC 4%52 1,390
HighTower Advisors, LLC 1%522 44,938 Patriot Financial Group Insurance Agency, LLC 70%50 21
QVR LLC 85%516 1,123 EASTERN BANK 3%50 1,380
OSSIAM 2,575%515 535 TIGER GLOBAL MANAGEMENT LLC (Chase Coleman) 0%50 221,237
TELEMUS CAPITAL, LLC 7%512 7,669 SHEETS SMITH & ASSOCIATES INC 0%50 21,195
Bank of Marin 57%505 1,392 RFG Advisory Group, LLC 3%49 1,760
Moors & Cabot, Inc. 78%500 1,139 Regent Peak Wealth Advisors LLC 6%48 763
BENJAMIN F. EDWARDS & COMPANY, INC. 40%497 1,727 FSA Wealth Management LLC 2%45 2,330
Independent Advisor Alliance 7%496 7,301 Eqis Capital Management, Inc. 2%44 1,773
TAURUS ASSET MANAGEMENT, LLC 1%480 64,522 Harvest Fund Management Co., Ltd 6%42 705
Treasurer of the State of North Carolina 0%480 106,687 Traynor Capital Management, Inc. 4%41 991
Stratos Wealth Partners, LTD. 10%480 5,182 TCF National Bank 2%40 2,018
Alley Co LLC 2%478 25,362 TOWNSQUARE CAPITAL LLC 1%39 5,863
Mount Yale Investment Advisors, LLC 33%469 1,911 Natixis Asset Management 4%39 951
Landsberg, Bennett, & Dubbaneh LLC 9%464 5,689 BNC WEALTH MANAGEMENT, LLC sold39 0
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1%455 48,031 Old Port Advisors 1%36 2,877
KEMPEN CAPITAL MANAGEMENT N.V. 14%455 3,749 Avenue 1 Advisors, LLC 4%36 796
Kingfisher Capital LLC 7%436 6,862 JACKSON SQUARE CAPITAL, LLC sold35 0
HUNTINGTON ASSET ADVISORS, INC. bought432 432 ROPES WEALTH ADVISORS LLC 2%35 1,685
Rosenberg Matthew Hamilton bought427 427 National Asset Management, Inc. 21%34 126
KESTRA PRIVATE WEALTH SERVICES, LLC 22%411 2,298 People's United Financial, Inc. 1%33 3,509
Prospera Financial Services 58%396 1,079 Advisors Capital Management, LLC 5%31 615
OPPENHEIMER ASSET MANAGEMENT INC 2%394 24,222 Beirne Wealth Consulting Services, LLC 5%31 621
LOGAN CAPITAL MANAGEMENT INC 3%388 13,059 WAGNER CAPITAL MANAGEMENT CORP 2%30 1,875
BerganKDV Wealth Management, LLC bought384 384 BP WEALTH MANAGEMENT, LLC 1%30 3,785
Krilogy Financial LLC 12%384 3,494 Evercore Wealth Management, LLC 2%30 1,381
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11%384 4,001 RHS Financial, LLC 2%30 1,291
Sara-Bay Financial 2%383 18,874 Bernardo Wealth Planning LLC 4%29 695
Capital Research Global Investors 0%380 655,436 MOTCO sold27 0
EP Wealth Advisors, Inc. 32%375 1,549 HOWE & RUSLING INC 6%25 360
Trust Asset Management LLC 22%375 2,102 JSF Financial, LLC 3%25 731
Broadleaf Partners, LLC 4%357 9,271 Ifrah Financial Services, Inc. 3%24 815
COLDSTREAM CAPITAL MANAGEMENT INC 40%355 1,244 McLean Asset Management Corp 4%24 516
ALLSTATE CORP 4%344 8,973 SALIENT TRUST CO LTA 0%24 13,936
Capital Asset Advisory Services LLC bought340 340 Column Capital Advisors, LLC 2%22 1,284
SILVERCREST ASSET MANAGEMENT GROUP LLC 6%339 6,362 Connolly Sarah T. 1%21 1,745
FORTE CAPITAL LLC /ADV 1%338 32,827 TrinityPoint Wealth, LLC 1%20 1,422
GREENLEAF TRUST 4%338 8,551 MISSION WEALTH MANAGEMENT, LLC 2%20 1,119
BRIDGES INVESTMENT MANAGEMENT INC 25%337 1,689 Krueger & Catalano Capital Partners, LLC 0%18 5,531
Gilbert & Cook, Inc. 18%332 2,142 Ellis Investment Partners, LLC 1%18 3,308
SAGE PRIVATE WEALTH GROUP, LLC bought332 332 DUNCKER STREETT & CO INC 0%17 4,242
Wambolt & Associates, LLC 8%331 4,288 Capital Investment Advisors, LLC 1%17 3,280
Reilly Herbert Faulkner III 1%328 24,991 FORT, L.P. 0%16 4,865
Clarius Group, LLC 12%326 2,971 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold15 0
APPLIED RESEARCH INVESTMENTS, LLC 5%324 6,777 QUEST CAPITAL MANAGEMENT INC /ADV 1%14 949
Outfitter Financial LLC 6%320 5,545 Ellevest, Inc. 2%14 555
HighPoint Advisor Group LLC 26%311 1,507 Clear Perspective Advisors, LLC 2%14 831
FIS GROUP, INC. 1%307 37,922 Inlet Private Wealth, LLC 0%14 3,886
Value Partner Investments Inc. 56%304 846 UNIONBANCAL CORP 21%14 54
AlphaCrest Capital Management LLC 23%302 1,616 LINCOLN NATIONAL CORP 1%13 1,692
UNITED BANK /VA/ 18%297 1,910 REILLY FINANCIAL ADVISORS, LLC 4%13 299
McKinley Carter Wealth Services, Inc. 2%294 18,392 Sandy Spring Bank 3%13 466
FIRST NATIONAL TRUST CO 31%290 1,237 ANDERSON FISHER LLC 18%12 53
Freedman Financial Associates, Inc. bought287 287 HSBC HOLDINGS PLC 0%11 478,180
NVWM, LLC 9%283 3,503 HERON FINANCIAL GROUP, LLC 1%10 1,904
THOROUGHBRED FINANCIAL SERVICES, LLC 9%282 3,487 Spectrum Asset Management, Inc. (NB/CA) 0%10 3,355
Heritage Wealth Advisors bought268 268 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 2%10 536
CHILDRESS CAPITAL ADVISORS, LLC bought268 268 BRADLEY FOSTER & SARGENT INC/CT 0%10 4,057
AE Wealth Management LLC 2%264 16,456 HighMark Wealth Management LLC 32%10 21
Planned Solutions, Inc. 45%260 832 STOCK YARDS BANK & TRUST CO 1%9 1,300
Miracle Mile Advisors, LLC 33%259 1,037 American Research & Management Co. sold8 0
Zions Bancorporation, N.A. 21%254 1,448 WEDGE CAPITAL MANAGEMENT L L P/NC 1%8 588
Advisory Services Network, LLC 2%253 13,009 Curi Wealth Management, LLC sold8 0
Summit Investment Advisors, Inc. 3%253 9,281 Sargent Investment Group, LLC 0%7 1,880
Archford Capital Strategies, LLC 7%252 3,983 ENTERPRISE FINANCIAL SERVICES CORP 5%6 113
OSBORNE PARTNERS CAPITAL MANAGEMENT 2%250 15,350 Coconut Grove Bank 1%5 608
WAYNE HUMMER ASSET MANAGEMENT CO 18%247 1,610 STEPHENSON NATIONAL BANK & TRUST 7%5 68
DOWLING & YAHNKE INC 2%247 16,195 ATALANTA SOSNOFF CAPITAL, LLC 1%5 970
ADVANTUS CAPITAL MANAGEMENT INC 1%247 24,161 Redhawk Wealth Advisors, Inc. 1%4 629
Veritable, L.P. 4%246 6,636 PERSONAL CFO SOLUTIONS, LLC 1%4 679
Capital Investment Counsel, Inc 39%244 875 Hanson Investment Management 8%4 46
Unigestion Holding SA 5%244 4,967 Mizuho Securities Co. Ltd. 21%4 15
HBK Sorce Advisory LLC 22%241 1,329 Royal Fund Management, LLC 0%3 774
Beacon Pointe Advisors, LLC 15%234 1,758 Standard Family Office LLC 0%3 1,779
TORONTO DOMINION BANK 23,300%233 234 Transamerica Financial Advisors, Inc. 50%3 3
APPLETON PARTNERS INC/MA 1%230 37,411 EXCHANGE TRADED CONCEPTS, LLC 0%2 3,115
GLENMEDE TRUST CO NA 1%229 21,281 REED CONNER & BIRDWELL LLC 0%1 1,720
DELTA ASSET MANAGEMENT LLC/TN bought228 228 Orion Portfolio Solutions, LLC 0%1 1,005
DAVENPORT & CO LLC 0%216 97,635 Baystate Wealth Management LLC no change 21
CNB Bank 24%212 1,083 McIlrath & Eck, LLC no change 21
SIGNATUREFD, LLC 8%212 3,023 CONCENTRIC WEALTH MANAGEMENT, LLC no change 1,700
BRASADA CAPITAL MANAGEMENT, LP 6%203 3,717 CANNELL PETER B & CO INC no change 2,892
Legacy Bridge, LLC 32%200 830 REDW Stanley Financial Advisors LLC no change 3,168
GUARDIAN CAPITAL LP 13%200 1,800 Qtron Investments LLC no change 3,352
Truehand, Inc bought200 200 VALLEY NATIONAL ADVISERS INC no change 22
CVA Family Office, LLC bought198 198 Barbara Oil Co. no change 800
NorthCoast Asset Management LLC 0%190 64,800 Elgethun Capital Management no change 800
STEPHENS INC /AR/ 5%190 3,762 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC no change 3,600
FIRST CITIZENS BANK & TRUST CO 2%189 10,225 ROBERTS GLORE & CO INC /IL/ no change 3,597
GPS Wealth Strategies Group, LLC bought189 189 ROWLAND CARMICHAEL ADVISORS INC /ADV no change 1,841
Optas, LLC 12%186 1,714 Principle Wealth Partners LLC no change 900
Catalyst Capital Advisors LLC bought185 185 Red Cedar Capital, LLC no change 22
Kore Private Wealth LLC 28%185 835 Selective Wealth Management no change 22
QUADRANT CAPITAL GROUP LLC 19%184 1,169 RB Capital Management, LLC no change 2,421
AMERICAN INTERNATIONAL GROUP INC 0%182 120,606 Douglass Winthrop Advisors, LLC no change 6,613
Wealthcare Advisory Partners LLC bought180 180 FUKOKU MUTUAL LIFE INSURANCE Co no change 1,700
Wealthgate Family Office, LLC 28%169 770 Savior LLC no change 12
Magellan Asset Management Ltd 31%167 706 Amica Retiree Medical Trust no change 1,799
Ballentine, Finn & Company, Inc. 14%165 1,327 TSFG, LLC no change 12
Argent Trust Co 8%160 2,101 Davy Asset Management Ltd no change 1,664
MAI Wealth Advisors 3%158 5,258 VAN STRUM & TOWNE INC no change 1,586
Pinnacle Wealth Planning Services, Inc. 8%156 2,146 Emerson Point Capital LP no change 8,554
WADE G W & INC 7%153 2,364 First Financial Bank, N.A. - Trust Division no change 1,600
Hilltop Holdings Inc. 11%153 1,587 Schwab Charitable Fund no change 1,660
Freestone Capital Holdings, LLC 31%151 642 PROFFITT & GOODSON INC no change 14
CWM, LLC 21%149 846 Employers Holdings, Inc. no change 2,000
Veriti Management LLC 6%144 2,442 Pettee Investors, Inc. no change 2,300
Capstone Triton Financial Group, LLC bought143 143 ENCORE BANK NA no change 2,417
Chicago Partners Investment Group LLC 4%142 3,609 KINGS POINT CAPITAL MANAGEMENT no change 745
PITCAIRN CO 1%142 18,877 GaveKal Capital, LLC no change 2,706
CIM, LLC 3%142 5,317 ALPINE WOODS CAPITAL INVESTORS, LLC no change 2,400
KCM INVESTMENT ADVISORS LLC 18%140 899 FORBES J M & CO LLP no change 2,185
Covenant Asset Management, LLC 1%139 10,183 BOSTON FAMILY OFFICE LLC no change 2,004
MONTAG A & ASSOCIATES INC 1%137 18,789 Palisades Hudson Asset Management, L.P. no change 2,007
HARTFORD INVESTMENT MANAGEMENT CO 0%136 30,806 Stonehage Fleming Financial Services Holdings Ltd no change 2,117
Hyperion Asset Management Ltd 0%134 112,159 BARR E S & CO no change 1,979
Sequoia Financial Advisors, LLC 9%123 1,533 Americana Partners, LLC no change 700
MONECO Advisors, LLC 16%116 826 AMICA MUTUAL INSURANCE CO no change 11,441
American Money Management, LLC 1%115 12,812 Rheos Capital Works Inc. no change 12,000
PFG Advisors 2%115 5,148 Hexavest Inc. no change 42
FIRST MANHATTAN CO bought115 115 Freemont Management S.A. no change 16,000
Beaumont Financial Partners, LLC 10%114 1,233 KORNITZER CAPITAL MANAGEMENT INC /KS no change 9,675
MJP ASSOCIATES INC /ADV 20%112 678 Kinneret Advisory, LLC no change 9,142
Comprehensive Portfolio Management, LLC 13%110 963 Private Capital Advisors, Inc. no change 6,150
Analyst IMS Investment Management Services Ltd. 4%110 3,200 HYMAN CHARLES D no change 6,298
Budros, Ruhlin & Roe, Inc. 2%108 4,854 Fairbanks Capital Management, Inc. no change 6,632
BALASA DINVERNO & FOLTZ LLC 1%108 8,817 Legal Advantage Investments, Inc. no change 8,425
LEVEL FOUR ADVISORY SERVICES, LLC 9%105 1,279 NEW MEXICO EDUCATIONAL RETIREMENT BOARD no change 16,478
Sunbelt Securities, Inc. 4%102 2,391 National Mutual Insurance Federation of Agricultural Cooperatives no change 16,866
Penserra Capital Management LLC 19%101 639 Candriam Luxembourg S.C.A. no change 78,478
Carnegie Capital Asset Management, LLC 6%100 1,816 AMF Pensionsforsakring AB no change 128,101
NLI INTERNATIONAL INC 1%100 16,370 STIFEL FINANCIAL CORP no change 55
S.A. Mason LLC 2%100 5,884 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO no change 3,171,423
PAX Financial Group, LLC 6%100 1,643 LANNEBO FONDER AB no change 72,500
JJJ Advisors Inc. 29%100 448 USS Investment Management Ltd no change 29,447
Concord Wealth Partners bought97 97 First Long Island Investors, LLC no change 22,800
Piscataqua Savings Bank bought97 97 Addenda Capital Inc. no change 22,834
Marshall Financial Group LLC 3%96 3,438 XXEC, Inc. no change 29,347
Halbert, Hargrove/Russell LLC 15%96 744 Cypress Point Wealth Management, LLC no change 38
JONES FINANCIAL COMPANIES LLLP 108%92 177 GLYNN CAPITAL MANAGEMENT LLC no change 5,000
Geo Capital Gestora de Recursos Ltd bought92 92 Princeton Global Asset Management LLC no change 30
CRAWFORD INVESTMENT COUNSEL INC 8%90 1,163 Community Bank, N.A. no change 30
CAPROCK Group, Inc. 3%90 3,460 Winslow, Evans & Crocker, Inc. no change 170
BESSEMER GROUP INC 1%89 9,839 BOSTON FINANCIAL MANGEMENT INC /MA no change 4,142
COMERICA SECURITIES,INC. 13%88 775 Pacitti Group Inc. no change 279
INTRUST BANK NA 10%86 931 Tradition Wealth Management, LLC no change 30
MCKINLEY CAPITAL MANAGEMENT INC /AK 1%86 5,927 EQUITABLE TRUST CO no change 10,920
PINNACLE FINANCIAL PARTNERS INC 5%86 1,651 Jacobi Capital Management LLC no change 3,711
WESTERN FINANCIAL CORPORATION 8%84 1,108 Financial Architects, Inc no change 617
OPSEU Pension Plan Trust Fund 4%84 2,364 WELCH & FORBES LLC no change 3,856
Stonebridge Capital Advisors LLC bought84 84 Front Row Advisors LLC no change 32
BROWN BROTHERS HARRIMAN & CO 2%83 3,767 CHESLEY TAFT & ASSOCIATES LLC/IL no change 4,150
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC bought77 77 KING LUTHER CAPITAL MANAGEMENT CORP no change 4,659
ENCOMPASS WEALTH ADVISORS, LLC bought77 77 Varma Mutual Pension Insurance Co no change 4,713
STRATEGY ASSET MANAGERS LLC 4%77 2,195 NOVARE CAPITAL MANAGEMENT LLC no change 4,838
Solstein Capital, LLC bought76 76 Evolution Wealth Advisors, LLC no change 37
Altium Wealth Management LLC 4%76 1,921 Cohen Capital Management, Inc. no change 4,340
Sheaff Brock Investment Advisors, LLC 2%75 3,113 Aspire Private Capital, LLC no change 15
SALEM INVESTMENT COUNSELORS INC 91%74 155 BOURGEON CAPITAL MANAGEMENT LLC no change 44
Capital Research & Management Co - Division 3 0%73 182,899 BDO Wealth Advisors, LLC no change 32
Valmark Advisers, Inc. 5%71 1,456 COWA, LLC no change 34
Geller Family Office Services, LLC 12%70 667 EDMOND DE ROTHSCHILD HOLDING S.A. no change 731
Institute for Wealth Management, LLC. 7%70 1,136 Private Ocean, LLC no change 11
WealthStone, Inc. 12%68 648 PITTENGER & ANDERSON INC no change 475
Carroll Financial Associates, Inc. 10%68 762 Sugarloaf Wealth Management, LLC no change 4
Motley Fool Asset Management LLC 1%66 6,396 Riverview Trust Co no change 533
IndexIQ Advisors LLC 1%66 11,793 New England Research & Management, Inc. no change 550
Capital Advisory Group Advisory Services, LLC 9%63 729 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 450
TimesSquare Capital Management, LLC 4%63 1,635 Fortis Advisors, LLC no change 400
Ancora Advisors, LLC 5%62 1,406 Carmichael Hill & Associates, Inc. no change 300
Red Spruce Capital, LLC 3%62 1,904 TRUSTCORE FINANCIAL SERVICES, LLC no change 304
PUTNAM FL INVESTMENT MANAGEMENT CO 9%61 734 First Personal Financial Services no change 375
GM Advisory Group, Inc. 4%60 1,634 ATTICUS WEALTH MANAGEMENT, LLC no change 398
Coastline Trust CO 1%60 4,880 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC no change 550
Journey Advisory Group, LLC 10%60 660 LifeSteps Financial, Inc. no change 554
TIAA, FSB bought59 59 Newman Dignan & Sheerar, Inc. no change 600
EVOKE WEALTH, LLC 4%57 1,345 WESTWOOD MANAGEMENT CORP /IL/ no change 600
Financeware, Inc. bought55 55 Sather Financial Group Inc no change 604
Total Clarity Wealth Management, Inc. bought55 55 Van Hulzen Asset Management, LLC no change 606
Sigma Planning Corp 8%55 766 Select Asset Management & Trust no change 600
Integrated Advisors Network LLC 6%52 922 Valtinson Bruner Financial Planning LLC no change 600
SCOTIA CAPITAL INC. 7%51 751 NORTHERN OAK CAPITAL MANAGEMENT INC no change 4
Perigon Wealth Management, LLC 6%51 956 Peregrine Asset Advisers, Inc. no change 557
AMG National Trust Bank 3%50 1,748 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 5
MANCHESTER FINANCIAL INC 31%47 197 ABSOLUTE INVESTMENT MANAGEMENT LLC no change 3
Grandview Asset Management LLC bought45 45 Pinnacle Bank no change 274
SMITHFIELD TRUST CO 3%45 1,473 CREATIVE FINANCIAL DESIGNS INC /ADV no change 91
WHITE BAY PT LLC bought45 45 Crewe Advisors LLC no change 91
CALTON & ASSOCIATES, INC. 4%44 1,231 Financial Advantage, Inc. no change 100
CX Institutional 8%44 581 Atlas Private Wealth Management no change 102
Meristem, LLP 0%40 10,823 Laurel Wealth Advisors LLC no change 80
Savant Capital Management Inc 3%40 1,499 Clearview Wealth Advisors LLC no change 76
Sowell Financial Services LLC 2%39 1,763 Hanson McClain, Inc. no change 65
Bogart Wealth, LLC bought38 38 Prime Capital Investment Advisors, LLC no change 57
BAINCO INTERNATIONAL INVESTORS bought37 37 MPS Loria Financial Planners, LLC no change 72
Weil Company, Inc. 0%36 7,714 Prestige Wealth Management Group LLC no change 102
Verity Asset Management, Inc. 6%35 621 Norway Savings Bank no change 116
Lindbrook Capital, LLC 10%34 386 ISLAY CAPITAL MANAGEMENT, LLC no change 205
Community Bank & Trust, Waco, Texas 3%31 943 Jackson, Grant Investment Advisers, Inc. no change 205
YHB Investment Advisors, Inc. 0%30 28,641 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC no change 228
PALLADIUM PARTNERS LLC 5%29 599 Global Retirement Partners, LLC no change 232
JNBA Financial Advisors bought29 29 Versant Capital Management, Inc no change 199
Kensington Investment Counsel, LLC 2%29 1,862 Birch Capital Management, LLC no change 197
JFS WEALTH ADVISORS, LLC 2%28 1,391 Cordasco Financial Network no change 2
TRILLIUM ASSET MANAGEMENT CORP 0%28 17,340 FARMERS & MERCHANTS INVESTMENTS INC no change 135
AdvisorNet Financial, Inc 4%28 695 WASHINGTON TRUST CO no change 185
Better Money Decisions, LLC bought28 28 TFC Financial Management no change 6
Glassman Wealth Services 17%27 188 First National Bank of South Miami no change 6
Hexagon Capital Partners LLC 12%26 235 Alta Wealth Advisors LLC no change 1,078
RBA Wealth Management, LLC bought25 25 Troy Asset Management Ltd no change 59,452
Vigilare Wealth Management 4%24 707 Camelot Portfolios, LLC no change 1,095
Sonora Investment Management, LLC 4%24 624 WHALEROCK POINT PARTNERS, LLC no change 1,115
GATEWAY INVESTMENT ADVISERS LLC 2%23 1,441 Tolleson Wealth Management, Inc. no change 1,076
Change Path, LLC 7%21 329 Alpha Omega Wealth Management LLC no change 1,075
PATTEN & PATTEN INC/TN 0%20 26,220 Hudock Moyer Wealth Resources, LLC no change 6
Blue Creek Investment Partners, LLC 3%20 782 Investors Research Corp no change 46
CAMDEN NATIONAL BANK 2%20 1,001 SCHNIEDERS CAPITAL MANAGEMENT LLC no change 1,000
Scott & Selber, Inc. 0%20 4,635 Goodman & Company, Investment Counsel Ltd. no change 74,537
Intersect Capital LLC 1%18 1,375 BURKE & HERBERT BANK & TRUST CO no change 1,115
BSW Wealth Partners 1%18 1,902 GLOBEFLEX CAPITAL L P no change 6
Almanack Investment Partners, LLC. 2%18 1,163 Truvestments Capital LLC no change 150
Gradient Investments LLC 360%18 23 ACT WEALTH MANAGEMENT, LLC no change 1,400
Gryphon Financial Partners LLC 1%17 1,523 Financial Management Professionals, Inc. no change 60
Essex Savings Bank 3%16 625 BALDWIN BROTHERS INC/MA no change 1,548
Edge Wealth Management LLC bought15 15 FIRST FINANCIAL CORP /IN/ no change 53
Coastal Capital Group, Inc. bought15 15 Wharton Business Group, LLC no change 1,272
MIDDLETON & CO INC/MA 0%15 30,142 Verdence Capital Advisors LLC no change 1,193
Beacon Financial Advisory LLC 1%15 2,481 NEVILLE RODIE & SHAW INC no change 1,207
Berman Capital Advisors, LLC 3%14 496 North Star Investment Management Corp. no change 1,230
CULLEN FROST BANKERS INC 2%14 740 Oakworth Capital, Inc. no change 932
WOODSTOCK CORP 1%14 1,160 West Coast Financial LLC no change 916
BRIGHTON JONES LLC 2%13 780 One Capital Management, LLC no change 642
Rehmann Capital Advisory Group 2%13 654 Essex Financial Services, Inc. no change 648
SeaCrest Wealth Management, LLC 1%13 1,028 Tarbox Group, Inc. no change 649
NORTHWEST INVESTMENT COUNSELORS, LLC bought13 13 Concentrum Wealth Management no change 665
Fundsmith Long/Short Master Fund 0%12 11,039 Hummer Financial Advisory Services Inc no change 640
MASSMUTUAL TRUST CO FSB/ADV 7%12 193 SOMERVILLE KURT F no change 630
Douglas Lane & Associates, LLC 2%12 559 D'Orazio & Associates, Inc. no change 6
Dorsey & Whitney Trust CO LLC 1%11 842 ALTFEST L J & CO INC no change 611
Global Wealth Management Investment Advisory, Inc. bought10 10 Wade Financial Advisory, Inc no change 622
KMG FIDUCIARY PARTNERS, LLC 1%10 1,410 LEAVELL INVESTMENT MANAGEMENT, INC. no change 673
Filbrandt Wealth Management, LLC bought8 8 St. Louis Trust Co no change 674
SUN LIFE FINANCIAL INC 5%8 164 ARROW FINANCIAL CORP no change 810
Integrated Wealth Concepts LLC 1%8 1,065 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 825
SOA Wealth Advisors, LLC. 3%8 255 BOENNING & SCATTERGOOD, INC. no change 846
Silicon Valley Capital Partners 0%7 4,559 Supplemental Annuity Collective Trust of NJ no change 900
Allred Capital Management, LLC bought7 7 Horan Capital Advisors, LLC. no change 800
Successful Portfolios LLC 1%7 826 Plancorp, LLC no change 770
Altus Wealth Group LLC bought7 7 JOHN G ULLMAN & ASSOCIATES INC no change 675
Accel Wealth Management bought7 7 Oxbow Advisors, LLC no change 699
Resolute Advisors LLC bought7 7 GILL CAPITAL PARTNERS, LLC no change 750
Parkside Financial Bank & Trust 2%6 403 HM PAYSON & CO no change 11,280
Atlas Private Wealth Advisors 75%6 14
WEDBUSH MORGAN SECURITIES INC 0%6 3,010
Highland Private Wealth Management 7%5 72
Valeo Financial Advisors, LLC 0%5 6,382
Bremer Bank National Association 0%5 1,168
Brown Advisory Securities, LLC 0%5 6,592
Sound View Wealth Advisors Group, LLC 0%4 1,354
tru Independence LLC 2%4 171
Kingsview Wealth Management, LLC 0%4 831
Graves-Light Private Wealth Management, Inc. 0%4 1,167
Moser Wealth Advisors, LLC bought3 3
Concorde Asset Management, LLC bought3 3
Financial Gravity Wealth, Inc. bought3 3
DOHJ, LLC 0%3 3,305
Paul John Balson 0%3 1,463
ICONIQ Capital, LLC 0%3 2,097
Redmond Asset Management, LLC 0%3 10,942
GLUSKIN SHEFF & ASSOC INC 0%3 17,585
THOMPSON SIEGEL & WALMSLEY LLC 5%3 60
FLAGSHIP HARBOR ADVISORS, LLC 0%3 825
Great Diamond Partners, LLC 0%3 922
PEAPACK GLADSTONE FINANCIAL CORP 0%2 575
Trellis Advisors, LLC 1%2 283
HARBOUR INVESTMENTS, INC. bought2 2
Samalin Investment Counsel, LLC 0%2 995
Oak Hill Investment Management, L.P. 0%2 36,508
BOURNE STENSTROM LENT ASSET MANAGEMENT INC 0%1 799
Tennessee Valley Asset Management Partners 0%1 938
Evanson Asset Management, LLC 0%1 1,706
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0%1 1,076
Aevitas Wealth Management, Inc. 0%1 675
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1%1 83
Johanson Financial Advisors, Inc. 0%1 564
Cedar Mountain Advisors, LLC 0%1 574
MARINO, STRAM & ASSOCIATES LLC 0%1 652
Family Firm, Inc. 0%1 725
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