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STOCK TICKER:
ISHARE RUS 2000 VALU   (ticker: IWN)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 70
0 100 70
Current Holdings: 61,378,746
Previous Holdings: 48,590,885
Change: 26.32%
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 bought8,077,696 8,077,696 JONES FINANCIAL COMPANIES LLLP 100%4,936,762 1,010
Angeles Investment Advisors, LLC bought1,511,700 1,511,700 Alaska Permanent Fund Corp 46%1,714,626 1,990,100
Richard Bernstein Advisors LLC 185%1,126,725 1,737,266 CloudAlpha Capital Management Limited/Hong Kong sold1,200,000 0
AMERIPRISE FINANCIAL INC 134%826,612 1,442,388 UBS Group AG 100%893,370 3,733
WELLS FARGO & CO/MN 50%706,594 2,128,751 SYNOVUS FINANCIAL CORP 79%504,083 137,669
ROYAL BANK OF CANADA bought701,796 701,796 COMMONWEALTH EQUITY SERVICES, LLC. 32%485,892 1,027,157
GW HENSSLER & ASSOCIATES LTD bought434,529 434,529 J P MORGAN CHASE & CO 37%340,523 586,956
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 9,839%429,096 433,457 CIBC Global Asset Management Inc sold228,711 0
Lombard Odier Asset Management (USA) Corp bought343,600 343,600 SHAPIRO CAPITAL MANAGEMENT CO INC 52%200,315 181,322
Facet Wealth, Inc. bought291,248 291,248 STEPHENS GROUP ASSET MANAGEMENT, LLC 45%177,998 218,582
Advisors Preferred, LLC 105%290,674 567,245 Neuberger Berman Group LLC 15%174,865 994,763
Man Group plc bought283,817 283,817 Oak Hill Investment Management, L.P. 25%174,486 536,685
AMG National Trust Bank 4,233%218,429 223,589 BRANDYWINE ASSET MANAGEMENT LLC 62%130,566 79,061
CITADEL ADVISORS LLC (Kenneth C. Griffin) 208%218,114 323,114 Baystate Wealth Management LLC 98%130,491 2,291
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC bought213,072 213,072 Forward Management, LLC sold126,972 0
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought193,638 193,638 Crestone Asset Management LLC sold115,268 0
HWG Holdings LP bought173,360 173,360 CITIGROUP INC 61%110,105 70,494
FLOW TRADERS U.S. LLC bought146,108 146,108 ALERUS FINANCIAL NA sold107,255 0
COMMERCE BANK N A/MO 31%139,733 590,039 Capital Directions Investment Advisors, LLC sold94,768 0
Accredited Investors Inc. bought138,663 138,663 Deane Retirement Strategies, Inc. sold77,137 0
HBK Sorce Advisory LLC 1,619%133,426 141,666 BROADMARK ASSET MANAGEMENT LLC sold73,705 0
Susquehanna International Group, LLP 24%128,125 654,241 DAVIDSON D A & CO 8%73,229 791,698
WHITTIER TRUST CO OF NEVADA INC bought122,466 122,466 Interactive Financial Advisors sold71,881 0
WEXFORD CAPITAL LLC bought113,103 113,103 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 47%71,845 82,318
SAGE PRIVATE WEALTH GROUP, LLC bought112,215 112,215 FormulaFolio Investments, LLC 100%66,329 15
Allianz Asset Management AG bought100,383 100,383 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 61%55,338 35,981
WOLVERINE TRADING, LLC bought99,168 99,168 Betterment LLC 5%52,286 1,109,064
MAI Wealth Advisors 125%95,191 171,570 EARNEST PARTNERS LLC 97%50,863 1,374
AlphaMark Advisors, LLC bought88,674 88,674 DUPONT CAPITAL MANAGEMENT 30%47,276 112,057
Bank of New York Mellon CORP 23%81,151 429,167 PRINCIPAL FINANCIAL GROUP INC 61%42,517 27,352
NORTHERN TRUST CORP 10%75,223 798,616 DROMS STRAUSS ADVISORS INC /MO/ /ADV sold41,637 0
BANK OF NOVA SCOTIA / 2,063%74,538 78,151 SILVERCREST ASSET MANAGEMENT GROUP LLC 53%41,054 36,485
Paradigm Financial Advisors, LLC 734%72,937 82,872 TOMPKINS FINANCIAL CORP 96%38,308 1,705
Raymond James Financial Services Advisors, Inc. 48%67,950 210,246 ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 17%34,796 166,421
Rockefeller Capital Management L.P. 213%63,757 93,666 Tower Research Capital LLC sold34,401 0
Jordan Park Group LLC bought59,848 59,848 Geneos Wealth Management Inc. sold33,993 0
Prentice Wealth Management LLC bought56,771 56,771 Clear Creek Financial Management, LLC sold32,363 0
Atlantic Trust Group, LLC 78%54,853 125,075 STATE STREET CORP 68%30,190 14,395
McKinley Carter Wealth Services, Inc. 137%53,284 92,262 BRIDGES INVESTMENT MANAGEMENT INC 26%30,148 84,255
RT Capital Management, LLC bought49,714 49,714 FULLER & THALER ASSET MANAGEMENT, INC. 90%28,993 3,195
Sierra Capital LLC bought48,028 48,028 ALLIANCEBERNSTEIN L.P. 22%28,792 102,184
FIFTH THIRD BANCORP 42%45,159 152,783 Midwest Professional Planners, LTD. sold26,768 0
ENVESTNET ASSET MANAGEMENT INC 2%39,168 1,633,759 NEW SOUTH CAPITAL MANAGEMENT INC 41%24,800 35,900
BROWN ADVISORY HOLDINGS INC 18%38,653 249,612 M&T BANK CORP 3%22,425 653,093
BADGLEY PHELPS & BELL INC 14%38,201 319,241 CHARTWELL INVESTMENT PARTNERS, INC. sold21,674 0
BP WEALTH MANAGEMENT, LLC 96%36,882 75,222 Windsor Creek Advisors, LLC 33%21,062 42,200
RAYMOND JAMES & ASSOCIATES 18%35,580 229,878 BAILARD, INC. 4%20,952 534,728
WESBANCO BANK INC bought34,193 34,193 BERNZOTT CAPITAL ADVISORS sold20,900 0
THRIVENT FINANCIAL FOR LUTHERANS bought30,080 30,080 WOLVERINE ASSET MANAGEMENT LLC 83%20,000 4,000
Private Advisor Group, LLC bought27,495 27,495 CREDIT SUISSE/ 47%19,821 22,705
FEDERATED INVESTORS INC /PA/ bought26,404 26,404 Financial Network 8%19,106 214,564
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 7%26,330 415,500 GUGGENHEIM CAPITAL LLC 54%18,949 15,946
Veritable, L.P. 14%25,350 207,946 Edgestream Partners, L.P. sold17,920 0
Integrated Investment Consultants, LLC bought24,534 24,534 F3Logic, LLC 18%17,027 77,199
Keebeck Alpha, LP bought23,873 23,873 IndexIQ Advisors LLC 44%16,724 21,554
NorthCoast Asset Management LLC bought23,455 23,455 FSA Wealth Management LLC 28%16,367 42,575
Cornerstone Wealth Advisors, Inc. bought22,478 22,478 Pacific Ridge Capital Partners, LLC sold14,104 0
Harel Insurance Investments & Financial Services Ltd. bought22,017 22,017 Waldron, LP 7%13,994 188,652
Homrich & Berg bought21,485 21,485 Buckingham Asset Management, LLC 21%13,235 51,174
TRANSCEND WEALTH COLLECTIVE, LLC 189%20,572 31,464 Performa Ltd (US), LLC 70%12,759 5,493
SONATA CAPITAL GROUP INC 30%19,831 86,555 FIRST MIDWEST BANK TRUST DIVISION 60%11,820 7,806
Oldfather Financial Services, LLC bought19,407 19,407 HSBC HOLDINGS PLC 11%10,816 83,376
FURE FINANCIAL CORP bought18,106 18,106 Stratos Wealth Advisors, LLC 34%10,481 20,571
Cascadia Advisory Services, LLC bought17,486 17,486 MML INVESTORS SERVICES, LLC 14%10,239 62,822
Fort Point Capital Partners, LLC 27%16,812 79,826 BLAIR WILLIAM & CO/IL 25%10,070 30,096
SAX WEALTH ADVISORS, LLC bought16,618 16,618 PUTNAM INVESTMENTS LLC sold9,741 0
LPL Financial CORP 3%16,196 570,545 THOMPSON SIEGEL & WALMSLEY LLC 11%9,013 76,068
MOODY LYNN & CO/ 94%15,785 32,652 RHUMBLINE ADVISERS sold8,950 0
WHITTIER TRUST CO 7%15,736 255,825 SG Americas Securities, LLC 6%7,910 128,207
TOCQUEVILLE ASSET MANAGEMENT LP 29%15,090 67,196 Robeco Investment Management, Inc. 57%7,900 5,953
OPPENHEIMER & CO INC 762%14,987 16,954 Bartlett & Co. LLC 18%7,545 33,971
VICTORY CAPITAL MANAGEMENT INC 3%14,700 506,900 J.W. COLE ADVISORS, INC. 63%7,485 4,377
Renaissance Technologies(Jim Simons) bought14,700 14,700 BANK OF MONTREAL /CAN/ 11%7,013 55,247
NovaPoint Capital, LLC 130%14,520 25,656 EP Wealth Advisors, Inc. 2%6,892 326,834
MESIROW FINANCIAL INVESTMENT MANAGEMENT 949%14,470 15,995 Mariner Wealth Advisors, LLC 9%6,268 65,719
TCG Advisory Services, LLC bought14,134 14,134 Zhang Financial LLC 4%6,156 145,183
Sowell Financial Services LLC 1,300%12,793 13,777 OPPENHEIMER ASSET MANAGEMENT INC sold6,043 0
MEEDER ASSET MANAGEMENT INC 94%11,922 24,587 Pinnacle Wealth Management Advisory Group, LLC 82%6,000 1,276
EATON VANCE MANAGEMENT bought10,992 10,992 SEI INVESTMENTS CO 2%5,955 326,432
Connecticut Wealth Management, LLC bought10,603 10,603 COURIER CAPITAL CORP 4%5,662 149,062
Hayden Royal, LLC bought9,871 9,871 Cetera Investment Advisers 23%5,451 17,824
Johnson Financial Group, Inc. bought9,817 9,817 Empirical Financial Services, LLC 25%5,373 15,954
Pensionmark Financial Group, LLC bought9,670 9,670 VAUGHAN AND COMPANY SECURITIES, INC. sold5,160 0
JOHNSON INVESTMENT COUNSEL INC 8%9,084 119,820 Bishop & Co Investment Management, LLC 12%5,129 38,345
Harbour Capital Advisors, LLC bought9,035 9,035 TWO SIGMA SECURITIES, LLC sold5,100 0
RSM US WEALTH MANAGEMENT LLC 6%8,429 143,734 PRUDENTIAL FINANCIAL INC 19%5,025 21,512
Interchange Capital Partners, LLC 258%8,242 11,442 CB&T Wealth Management 12%4,797 36,411
BEAM Asset Management, LLC bought8,020 8,020 ASSOCIATED BANC-CORP sold4,698 0
Goss Wealth Management LLC 243%7,800 11,013 Institute for Wealth Management, LLC. 78%4,689 1,311
DAVENPORT & CO LLC bought7,575 7,575 Hanson McClain, Inc. 7%4,686 65,676
Cutler Group LP bought7,307 7,307 AMERITAS INVESTMENT CORP 92%4,669 416
People's United Financial, Inc. 19%7,059 43,707 Nuveen Asset Management, LLC sold4,624 0
MERCER GLOBAL ADVISORS INC /ADV 20%7,030 41,647 FIERA SCEPTRE INC. sold4,410 0
MOULTON WEALTH MANAGEMENT, INC bought6,962 6,962 UNIONBANCAL CORP 4%4,335 115,113
Freestone Capital Holdings, LLC 443%6,874 8,424 VAN ECK ASSOCIATES CORP 29%4,257 10,255
Independent Family Office, LLC 16%6,428 47,602 Wealthcare Advisory Partners LLC 23%4,183 14,270
Alhambra Investment Partners LLC 103%6,283 12,378 FRANKLIN RESOURCES INC 5%4,133 87,540
SMITH, MOORE & CO. 57%5,987 16,489 TOBIAS FINANCIAL ADVISORS, INC. 13%4,119 26,764
Tranquility Partners, LLC bought5,616 5,616 Ground Swell Capital, LLC sold3,980 0
Multi-Financial Securities Corp 19%5,195 32,722 STABLEFORD CAPITAL II LLC 61%3,850 2,511
BANQUE PICTET & CIE SA bought5,000 5,000 Capital Analysts, Inc. 99%3,710 35
Kensington Investment Counsel, LLC 98%4,929 9,946 Keebeck Wealth Management, LLC 26%3,667 10,238
HERON FINANCIAL GROUP, LLC 14%4,823 39,722 MMA ASSET MANAGEMENT LLC 8%3,631 40,821
PATRON PARTNERS ADVISORS, LLC 207%4,815 7,146 Walleye Trading LLC sold3,600 0
Janney Montgomery Scott LLC 10%4,706 53,426 Mutual Advisors, LLC 14%3,530 22,102
WESPAC Advisors SoCal, LLC bought4,450 4,450 CWM, LLC 49%3,377 3,476
M Holdings Securities, Inc. bought4,280 4,280 CULLEN FROST BANKERS INC 22%3,241 11,258
STEPHENS INC /AR/ 2%4,207 186,189 Prime Capital Investment Advisors, LLC 5%3,146 55,013
BEL AIR INVESTMENT ADVISORS LLC bought4,150 4,150 SCOTIA CAPITAL INC. 66%3,039 1,583
Parsec Financial Management, Inc. bought4,113 4,113 Aristotle Capital Boston, LLC 2%3,019 180,975
DERBY & COMPANY, INC 4%3,926 93,755 United Asset Strategies, Inc. 10%2,851 25,555
HighTower Advisors, LLC 2%3,671 198,138 WSFS CAPITAL MANAGEMENT, LLC 14%2,807 17,694
Flaharty Asset Management, LLC 4%3,648 96,516 Diversified Investment Strategies, LLC 45%2,768 3,420
Wellspring Financial Advisors, LLC bought3,487 3,487 LBJ Family Wealth Advisors, Ltd. 4%2,727 67,305
Patriot Investment Management Inc. bought3,322 3,322 DHJJ Financial Advisors, Ltd. sold2,659 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9%3,225 39,768 PINNACLE ASSOCIATES LTD 19%2,618 11,277
ROYCE & ASSOCIATES LLC 7%3,200 47,600 Disciplined Investments, LLC 21%2,598 9,736
Southern Wealth Management, LLP 16%3,183 23,199 Creative Planning 8%2,531 27,384
GRIMES & COMPANY, INC. 30%3,180 13,810 MOTCO sold2,470 0
Gladstone Institutional Advisory LLC bought3,161 3,161 OHE FINANCIAL INC 35%2,382 4,437
Merriman Wealth Management, LLC bought3,016 3,016 FIDUCIARY TRUST CO 2%2,364 150,258
Keeley-Teton Advisors, LLC bought2,915 2,915 NORTHWEST WEALTH MANAGEMENT, LLC 6%2,359 39,990
Crescent Grove Advisors, LLC bought2,909 2,909 N.E.W. Advisory Services LLC 30%2,338 5,393
FinTrust Capital Advisors, LLC bought2,878 2,878 Regal Investment Advisors, LLC sold2,320 0
BESSEMER GROUP INC 93%2,860 5,942 INVESTMENT PARTNERS LTD /OH/ /ADV 11%2,313 19,079
AdvicePeriod, LLC 5%2,851 63,464 WEALTHSOURCE PARTNERS, LLC 18%2,255 10,500
TD ASSET MANAGEMENT INC 9%2,801 34,139 One Capital Management, LLC 7%2,228 29,963
H D Vest Advisory Services 49%2,792 8,535 SYSTEMATIC FINANCIAL MANAGEMENT LP 70%2,211 936
Hilltop Holdings Inc. bought2,764 2,764 Towerpoint Wealth, LLC 8%2,179 25,723
Kestra Advisory Services, LLC 4%2,684 65,548 ROTHSCHILD ASSET MANAGEMENT INC sold2,047 0
NWAM LLC 49%2,676 8,087 WESPAC Advisors, LLC sold2,000 0
CIBC World Markets Inc. 48%2,585 8,020 ST GERMAIN D J CO INC 45%2,000 2,485
BENEDICT FINANCIAL ADVISORS INC bought2,572 2,572 BFT FINANCIAL GROUP, LLC 55%1,852 1,532
E&G Advisors, LP bought2,514 2,514 ASPIRIANT, LLC 2%1,814 106,883
SMI Advisory Services, LLC 6%2,509 43,140 HRT FINANCIAL LLC 16%1,798 9,674
WELLINGTON MANAGEMENT CO LLP 17%2,467 17,291 WoodTrust Financial Corp 2%1,764 106,723
Powell Investment Advisors, LLC 3%2,355 82,614 IFG Advisory, LLC sold1,689 0
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 7%2,349 38,179 Affinity Capital Advisors, LLC 15%1,683 9,876
Capital Square, LLC bought2,316 2,316 Bank Julius Baer & Co. Ltd, Zurich sold1,650 0
Brookstone Capital Management 3%2,202 74,932 KESTRA PRIVATE WEALTH SERVICES, LLC 37%1,631 2,782
Intersect Capital LLC 142%2,161 3,684 JT Stratford LLC sold1,609 0
Quantbot Technologies LLC bought2,095 2,095 Apollon Wealth Management, LLC sold1,527 0
360 Financial, Inc. 4%2,069 53,325 MA GREENWOOD & ASSOCIATES INC 41%1,470 2,100
Arete Wealth Advisors, LLC bought2,030 2,030 OXFORD FINANCIAL GROUP LTD 0%1,427 349,988
MANUFACTURERES LIFE INSURANCE CO bought1,982 1,982 HANCOCK HOLDING CO 3%1,405 43,992
Bluesphere Advisors, LLC bought1,943 1,943 Resource Management, LLC 2%1,402 66,329
Taylor, Cottrill, Erickson & Associates, Inc. 6%1,885 32,873 CAROLINAS WEALTH CONSULTING LLC 2%1,380 59,285
Hillcrest Wealth Advisors - NY, LLC 3%1,866 65,621 GHP Investment Advisors, Inc. 5%1,324 28,066
Pure Financial Advisors, Inc. 19%1,854 11,412 Morris Capital Advisors, LLC 16%1,300 6,970
XML Financial, LLC 8%1,814 24,956 Financial Planning & Information Services, Inc. 9%1,296 13,560
Country Club Trust Company, n.a. 9%1,759 21,856 Modera Wealth Management, LLC 1%1,229 88,169
WADE G W & INC 2%1,702 98,871 Pinnacle Wealth Planning Services, Inc. sold1,156 0
Donald L. Hagan, LLC bought1,671 1,671 DAVIDSON TRUST CO 40%1,050 1,595
HARBOR INVESTMENT ADVISORY, LLC 3%1,671 56,099 American Financial Advisors, LLC 6%1,049 15,785
Cornerstone Advisory, LLP bought1,670 1,670 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 17%1,048 4,965
Compton Wealth Advisory Group, LLC bought1,661 1,661 BRYN MAWR TRUST CO/PA 3%1,035 29,929
Chevy Chase Trust Holdings, Inc. bought1,654 1,654 Strategic Wealth Partners Group LLC 2%1,015 59,160
Pettinga Financial Advisors, LLC 16%1,650 12,280 Fieldpoint Private Securities, LLC 24%1,000 3,235
Sunbelt Securities, Inc. bought1,640 1,640 REGIONS FINANCIAL CORP 13%901 6,149
QUANTLAB CAPITAL MANAGEMENT LTD bought1,629 1,629 SHAKESPEARE WEALTH MANAGEMENT, INC. 6%877 13,062
Beirne Wealth Consulting Services, LLC bought1,625 1,625 Total Wealth Planning, LLC 22%875 3,095
3D/L Capital Management, LLC bought1,555 1,555 McLean Asset Management Corp 2%873 36,125
BRIGHTON JONES LLC bought1,546 1,546 PINNACLE FINANCIAL PARTNERS INC 7%867 10,703
BTC Capital Management, Inc. bought1,500 1,500 National Asset Management, Inc. 11%852 7,140
INVESTMENT MANAGEMENT OF VIRGINIA LLC bought1,500 1,500 TORONTO DOMINION BANK 73%800 296
Cypress Capital Group bought1,496 1,496 Warren Averett Asset Management, LLC 2%797 37,859
Penobscot Investment Management Company, Inc. bought1,495 1,495 Genesee Capital Advisors, LLC 4%788 18,677
Ballew Advisors, Inc bought1,472 1,472 JFS WEALTH ADVISORS, LLC 19%748 3,284
TBH Global Asset Management, LLC bought1,458 1,458 PDS Planning, Inc 10%743 6,973
Northstar Group, Inc. bought1,455 1,455 STOCK YARDS BANK & TRUST CO 6%702 10,346
KANAWHA CAPITAL MANAGEMENT LLC bought1,450 1,450 MASSMUTUAL TRUST CO FSB/ADV 6%689 10,436
AJ WEALTH STRATEGIES, LLC bought1,445 1,445 MANAGED ACCOUNT SERVICES INC 7%657 8,360
MONEY CONCEPTS CAPITAL CORP bought1,441 1,441 Kovitz Investment Group Partners, LLC 12%654 4,789
SAND HILL ADVISORS INC/CA bought1,436 1,436 Alera Investment Advisors, LLC 4%644 17,114
MCDONALD PARTNERS LLC bought1,425 1,425 FIRST TRUST ADVISORS LP 6%632 9,587
Covenant Multifamily Offices, LLC bought1,422 1,422 Pathstone Family Office, LLC sold631 0
Ironwood Investment Counsel, LLC bought1,413 1,413 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 5%589 12,111
Western Wealth Management, LLC bought1,413 1,413 Spears Abacus Advisors LLC 16%555 2,965
Altavista Wealth Management, Inc. bought1,409 1,409 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold544 0
Livingston Group Asset Management CO (operating as Southport Capital Management) bought1,408 1,408 Berman Capital Advisors, LLC 76%533 168
Surevest Inc. bought1,407 1,407 Diversified Portfolios, Inc. 12%528 3,972
PACES FERRY WEALTH ADVISORS, LLC bought1,405 1,405 Windward Private Wealth Management Inc. 2%524 22,937
TOWNSQUARE CAPITAL LLC bought1,375 1,375 Feltz Wealth PLAN Inc. 10%517 4,682
Solstein Capital, LLC bought1,355 1,355 KEYBANK NATIONAL ASSOCIATION/OH 1%516 62,329
Integrated Wealth Concepts LLC 9%1,352 15,742 Ullmann Financial Group, Inc. 9%513 5,517
MainStreet Investment Advisors LLC bought1,345 1,345 Covenant Partners, LLC 1%511 81,428
LWS Wealth Advisors, Inc. bought1,325 1,325 CONCENTRIC WEALTH MANAGEMENT, LLC 1%502 81,109
Aurum Wealth Management Group, LLC bought1,321 1,321 Ellevest, Inc. 100%500 1
InterOcean Capital Group, LLC bought1,312 1,312 SUNRISE PARTNERS LLC /CT sold494 0
Private Portfolio Partners LLC bought1,306 1,306 REILLY FINANCIAL ADVISORS, LLC 15%483 2,765
FIRST UNITED BANK TRUST/ bought1,304 1,304 RPG Investment Advisory, LLC 6%462 7,273
MONETA GROUP INVESTMENT ADVISORS INC 2%1,291 76,585 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8%450 4,860
WHITE PINE CAPITAL LLC bought1,289 1,289 FINANCIAL MANAGEMENT NETWORK INC 11%430 3,591
MISSION WEALTH MANAGEMENT, LLC bought1,285 1,285 Belpointe Asset Management LLC 8%425 4,819
Weaver Consulting Group bought1,274 1,274 Oder Investment Management, LLC sold385 0
ELEMENT POINTE ADVISORS, LLC 61%1,142 3,004 Parallel Advisors, LLC 2%353 16,891
Lido Advisors, LLC 28%1,096 5,036 Wealth Dimensions Group, Ltd. 3%350 10,010
Legacy Bridge, LLC 9%1,040 12,240 Atlanta Capital Group 17%350 1,756
PARAMETRIC PORTFOLIO ASSOCIATES 16%1,023 7,418 BBVA USA BANCSHARES INC 0%348 111,064
PROEQUITIES, INC. 63%980 2,535 GANNETT WELSH & KOTLER sold346 0
Financeware, Inc. bought969 969 American Investment Services, Inc. 19%335 1,458
Manchester Capital Management LLC 81%931 2,079 Atlas Brown,Inc. 1%328 26,052
Phocas Financial CORP 24%910 4,670 TELEMUS CAPITAL, LLC 17%315 1,492
Chicago Wealth Management, Inc. 2%866 52,483 MANAGED ASSET PORTFOLIOS, LLC 4%300 7,111
Silverleafe Capital Partners, LLC 3%857 29,305 Fullen Financial Group 7%288 3,743
Equitable Holdings, Inc. 18%852 5,633 Burns Wealth Management, Inc. 3%278 8,979
Fulton Breakefield Broenniman LLC 9%847 10,562 SIGNATUREFD, LLC 19%277 1,180
Icon Wealth Partners, LLC 44%836 2,750 West Coast Financial LLC 3%271 8,307
ANCHOR CAPITAL ADVISORS INC 12%790 7,156 Sugarloaf Wealth Management, LLC 30%269 634
CITY HOLDING CO 4%785 18,272 Global Retirement Partners, LLC 3%265 7,463
North Star Investment Management Corp. 17%738 5,188 Windsor Group LTD 1%248 32,554
Sage Mountain Advisors LLC bought709 709 Prosperity Planning, Inc. 2%246 15,244
SCBT FINANCIAL CORP bought701 701 UNITED CAPITAL FINANCIAL ADVISERS,INC. 3%236 7,922
Alamar Capital Management, LLC 11%700 6,882 Cranbrook Wealth Management, LLC 19%220 955
HARBOUR INVESTMENTS, INC. bought681 681 HCR Wealth Advisors sold218 0
Carroll Financial Associates, Inc. 50%667 1,994 Baird Financial Group, Inc. 3%200 7,794
HOLLENCREST SECURITIES LLC 30%652 2,805 RNC CAPITAL MANAGEMENT LLC 4%200 4,393
Vontobel Holding Ltd. bought630 630 TIAA, FSB 14%199 1,212
Carnick & Kubik Group, LLC 12%628 6,026 SJA Financial Advisory, LLC 6%195 3,188
CENTAURUS FINANCIAL, INC. bought628 628 Mosaic Family Wealth, LLC 4%191 4,205
AdvisorNet Financial, Inc 3%534 20,451 DOWLING & YAHNKE INC 6%185 2,766
Venturi Wealth Management, LLC 5%533 11,066 Rodgers & Associates, LTD 6%176 2,853
GLENMEDE TRUST CO NA 1%530 50,877 Evensky & Katz, Inc. 23%175 577
LOWE BROCKENBROUGH & CO INC 3%524 19,047 US BANCORP DE 0%172 464,379
Parkside Financial Bank & Trust 1%516 41,628 TCI Wealth Advisors, Inc. 72%171 68
Fisher Asset Management, LLC(Kenneth L. Fisher) 29%508 2,253 Private Capital Group, LLC 26%170 479
BROWN BROTHERS HARRIMAN & CO 2,535%507 527 STEPHENSON NATIONAL BANK & TRUST 8%155 1,866
55I, LLC 33%506 2,038 V Wealth Management,LLC 5%155 2,956
CI INVESTMENTS INC. 6%504 8,335 Annex Advisory Services, LLC 9%153 1,530
Relyea Zuckerberg Hanson LLC 12%503 4,790 Granite Investment Partners, LLC sold150 0
CORNERCAP INVESTMENT COUNSEL INC 32%492 2,050 Oakmont Partners LLC 3%145 4,913
Advisory Services Network, LLC 29%473 2,087 HOWLAND CAPITAL MANAGEMENT INC 2%144 5,685
Magnus Financial Group LLC 9%465 5,508 Atlas Private Wealth Advisors 2%144 7,922
EVOKE WEALTH, LLC 89%441 934 COMERICA SECURITIES,INC. 2%130 8,091
NBT BANK N A /NY 28%430 1,952 Carnegie Capital Asset Management, LLC 1%130 11,723
Paragon Capital Management Ltd 17%418 2,914 Renasant Bank 4%121 3,285
UMB BANK N A/MO 2%413 26,433 Falcon Wealth Planning 2%121 4,833
Sequoia Financial Advisors, LLC 6%394 7,189 CLEAR INVESTMENT RESEARCH, LLC 5%119 2,335
Sandy Spring Bank 7%392 6,327 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2%114 5,942
COZAD ASSET MANAGEMENT INC 16%375 2,741 Cornerstone Wealth Management, LLC 2%112 6,980
LINCOLN NATIONAL CORP 4%337 8,905 STIFEL FINANCIAL CORP 3%110 3,533
Sontag Advisory, LLC 7%312 4,731 HighMark Wealth Management LLC sold107 0
ENCORE BANK NA 7%310 4,463 MONECO Advisors, LLC 6%104 1,526
Hartland & Co., LLC 6%310 5,916 PBWM Holdings, LLC 6%97 1,440
SOA Wealth Advisors, LLC. 24%301 1,579 Procyon Private Wealth Partners, LLC 4%95 2,112
Perkins Coie Trust Co bought295 295 TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 3%94 3,544
NEXT Financial Group, Inc 59%281 754 Grubman Wealth Management 5%90 1,802
Austin Private Wealth, LLC 11%279 2,809 Carlton Hofferkamp & Jenks Wealth Management, LLC 3%82 2,664
Arkadios Wealth Advisors 22%276 1,547 Galvin, Gaustad & Stein, LLC 4%80 2,001
Strategic Financial Group, LLC 2%259 16,894 Edge Capital Group, LLC 2%79 3,701
Sigma Planning Corp 4%253 6,783 LS Investment Advisors, LLC 12%78 550
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 61%233 612 Moisand Fitzgerald Tamayo, LLC 4%77 1,880
FIRST MANHATTAN CO bought225 225 Asset Management Group, Inc. 0%75 15,949
Kuehl Shepherd Kozlowski & Associates,Inc. 5%224 4,838 Autus Asset Management, LLC 1%75 5,731
GREAT VALLEY ADVISOR GROUP, INC. 7%213 3,476 CNB Bank 15%75 422
Stratos Wealth Partners, LTD. 3%210 6,369 NORTHERN OAK CAPITAL MANAGEMENT INC 3%74 2,043
Ellis Investment Partners, LLC 12%205 1,918 Burt Wealth Advisors sold72 0
MV Capital Management, Inc. 5%200 4,629 PrairieView Partners, LLC 48%72 77
Barrett Asset Management, LLC bought200 200 Samalin Investment Counsel, LLC sold70 0
Beacon Pointe Advisors, LLC 2%200 10,413 CCG WEALTH MANAGEMENT, LLC 2%69 3,974
Visionary Wealth Advisors 4%193 5,514 Rehmann Capital Advisory Group 1%65 5,298
Graves-Light Private Wealth Management, Inc. 1%158 31,114 Founders Financial Alliance, LLC sold65 0
Kingsview Wealth Management, LLC 8%155 2,025 Royal Fund Management, LLC 3%59 1,723
Bedel Financial Consulting, Inc. 83%150 330 Stordahl Capital Management, Inc. 1%57 6,358
RMR Wealth Builders bought145 145 Evercore Wealth Management, LLC 0%55 12,154
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC bought141 141 INSIGHT 2811, INC. 1%52 9,967
Maltin Wealth Management, Inc. 1%138 16,030 SOL Capital Management CO 1%50 5,320
Regal Wealth Group, Inc. 0%133 33,913 Massey, Quick & Co., LLC 1%49 8,935
Archer Investment Corp 67%133 333 BENJAMIN F. EDWARDS & COMPANY, INC. 65%48 26
HPM Partners LLC 2%127 6,723 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0%47 10,170
Tradition Wealth Management, LLC 3%121 4,621 IHT Wealth Management, LLC 3%47 1,589
Klingman & Associates, LLC 1%110 12,516 MPS Loria Financial Planners, LLC sold45 0
Guidance Point Advisors, LLC 3%109 4,436 HUNTINGTON NATIONAL BANK 1%44 4,496
Affiance Financial, LLC bought107 107 ForthRight Wealth Management, LLC sold44 0
Family Firm, Inc. 1%106 9,362 Plante Moran Financial Advisors Ltd Partnership 17%42 206
Savant Capital Management Inc 2%92 4,829 FineMark National Bank & Trust 1%40 4,276
Lowe fs, LLC bought85 85 Column Capital Advisors, LLC 10%40 358
IFP Advisors, Inc 2%81 5,250 McNamara Financial Services, Inc. 1%38 2,857
Better Money Decisions, LLC bought78 78 HOWE & RUSLING INC 2%34 2,170
Avenue 1 Advisors, LLC 1%78 8,491 Journey Advisory Group, LLC 1%33 5,113
Verdence Capital Advisors LLC 2%76 3,926 Carlson Capital Management 0%33 11,596
Choate Investment Advisors bought76 76 WASHINGTON TRUST CO 3%32 1,020
Perennial Advisors, LLC bought75 75 BDO Wealth Advisors, LLC 7%30 379
ARCADIA INVESTMENT MANAGEMENT CORP/MI bought75 75 COLONY GROUP LLC 0%29 7,169
Sawtooth Asset Management, Inc. 3%75 2,565 ClariVest Asset Management LLC sold27 0
Valeo Financial Advisors, LLC 1%69 10,498 Peak Asset Management, LLC 1%25 1,865
GPS Wealth Strategies Group, LLC bought67 67 PATTEN & PATTEN INC/TN 1%25 3,155
Brand Asset Management Group, Inc. bought64 64 Danda Trouve Investment Management, Inc. sold25 0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought64 64 Rockbridge Investment Management, LCC 1%23 3,238
DCM Advisors, LLC bought61 61 Gradient Investments LLC 85%23 4
Capital Investment Advisory Services, LLC bought60 60 Inspire Advisors, LLC sold19 0
St. Louis Trust Co 0%59 37,336 Krasney Financial LLC 1%17 1,571
Financial Advocates Investment Management 1%54 5,910 Garde Capital, Inc. 0%16 5,399
Sage Financial Management Group, Inc. bought52 52 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 15%15 85
Keudell/Morrison Wealth Management 2%50 3,050 USCA RIA LLC 0%15 19,835
PEAPACK GLADSTONE FINANCIAL CORP 0%48 32,930 Stonebridge Financial Planning Group, LLC sold13 0
LAKE STREET FINANCIAL LLC 0%47 24,967 Spectrum Management Group, Inc. sold9 0
Capital Asset Advisory Services LLC 24%43 221 FMR LLC 67%8 4
Ambassador Advisors, LLC bought42 42 Linscomb & Williams, Inc. 0%6 7,794
Meridian Wealth Management, LLC 1%42 5,058 MCF Advisors LLC 27%4 11
PFG Advisors 1%41 2,991 Meridian Wealth Partners, LLC 1%4 577
Stonebridge Capital Advisors LLC bought39 39 First Financial Bank, N.A. - Trust Division 0%2 2,392
S.A. Mason LLC 3%39 1,363 Private Ocean, LLC 0%1 294
Bogart Wealth, LLC bought38 38 BALLAST ADVISORS LLC no change 338
LEVEL FOUR ADVISORY SERVICES, LLC 1%37 2,641 MONETARY MANAGEMENT GROUP INC no change 300
Emerald Investment Partners, LLC bought35 35 Kistler-Tiffany Companies, LLC no change 503
Ironwood Wealth Management, llc bought35 35 FARMERS & MERCHANTS INVESTMENTS INC no change 460
Brown Advisory Securities, LLC 2%34 2,193 Truvestments Capital LLC no change 450
Murphy, Middleton, Hinkle & Parker, Inc. 1%33 3,374 Tortoise Investment Management, LLC no change 481
YorkBridge Wealth Partners, LLC 1%32 4,263 Aspire Private Capital, LLC no change 440
Cubic Asset Management, LLC 1%32 5,001 Marquette Asset Management Inc. no change 324
RAYMOND JAMES TRUST CO 0%30 13,742 MANCHESTER FINANCIAL INC no change 324
Argent Trust Co 0%29 11,841 Lakeview Capital Partners, LLC no change 400
Ancora Advisors, LLC 3%28 1,092 Rice Partnership, LLC no change 500
CHURCHILL MANAGEMENT GROUP /CA/ 0%26 98,542 CREATIVE FINANCIAL DESIGNS INC /ADV no change 485
Covington Capital Management 9%25 310 Belmont Capital, LLC no change 25
Cypress Wealth Services, LLC 1%25 2,138 Retirement Network no change 70
HIGHLAND CAPITAL MANAGEMENT CORP 0%23 6,875 TRUSTCORE FINANCIAL SERVICES, LLC no change 50
HARBOR FINANCIAL SERVICES, LLC 1%22 2,830 Charter Oak Capital Management, LLC no change 50
HORIZON FINANCIAL SERVICES, LLC bought22 22 RITTER DANIHER FINANCIAL ADVISORY, LLC no change 78
TSFG, LLC 4%22 577 Jacobi Capital Management LLC no change 80
FINANCIAL COUNSELORS INC 0%21 19,192 CENTRAL BANK & TRUST CO no change 85
Stewardship Financial Advisors, LLC bought20 20 Altus Wealth Group LLC no change 82
Bradley & Co. Private Wealth Management, LLC bought19 19 American Research & Management Co. no change 40
APPLETON GROUP WEALTH MANAGEMENT LLC 0%18 5,343 Capital Investment Counsel, Inc no change 29
Camden Capital, LLC 1%14 1,541 OPTIMUM INVESTMENT ADVISORS no change 8
TRUST CO OF VERMONT 1%13 1,676 Mach-1 Financial Group, Inc. no change 5
Cordant, Inc. bought11 11 Fortis Advisors, LLC no change 3
Perigon Wealth Management, LLC 0%11 3,250 HM PAYSON & CO no change 12
Eukles Asset Management 0%8 8,648 JNBA Financial Advisors no change 21
Rinet Co LLC 0%7 22,243 McIlrath & Eck, LLC no change 25
CAHABA WEALTH MANAGEMENT, INC. 0%7 3,148 ABSOLUTE INVESTMENT MANAGEMENT LLC no change 23
Eudaimonia Partners, LLC bought5 5 Element Wealth, LLC no change 100
Patriot Financial Group Insurance Agency, LLC 5%5 107 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 100
Chicago Partners Investment Group LLC 0%4 2,215 Community Bank, N.A. no change 209
Cresset Asset Management, LLC 0%4 7,381 Biltmore Family Office, LLC no change 200
McClarren Financial Advisors, Inc. 0%3 1,033 Lehman & Derafelo Financial Resources LLC no change 195
FULTON BANK, N.A. 0%3 1,676 Wagner Wealth Management, LLC no change 210
Frisch Financial Group, Inc. 0%2 1,548 Accel Wealth Management no change 211
Laurel Wealth Advisors LLC 0%2 1,449 Ten Capital Wealth Advisors, LLC no change 219
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0%1 3,330 Glassman Wealth Services no change 215
Crescent Capital Consulting, LLC 50%1 3 Hanson Investment Management no change 151
Semmax Financial Advisors Inc. 0%1 209 Investors Research Corp no change 150
TFO-TDC, LLC 0%1 449 Retirement Group, LLC no change 116
BerganKDV Wealth Management, LLC no change 102
RWM Asset Management, LLC no change 126
Armor Investment Advisors, LLC no change 130
Litman Gregory Asset Management LLC no change 134
Wealthgate Family Office, LLC no change 132
First Washington CORP no change 263
BERKSHIRE ASSET MANAGEMENT INC/PA no change 4,573
Hardy Reed LLC no change 13,312
Zions Bancorporation, N.A. no change 14,847
Roundview Capital LLC no change 13,113
QUADRANT CAPITAL GROUP LLC no change 11,418
Meristem, LLP no change 10,576
BHK Investment Advisors, LLC no change 11,187
Wealth Architects, LLC no change 15,417
CPCM, LLC no change 16,264
NICHOLAS CO INC /WI no change 60,000
Calamos Advisors LLC no change 93,905
BARCLAYS PLC no change 923
Yale Capital CORP no change 21,024
Goldstein Munger & Associates no change 20,126
Drexel Morgan & Co. no change 8,832
BRANDYWINE TRUST CO no change 6,654
FIRST BUSINESS FINANCIAL SERVICES, INC. no change 4,662
GABLES CAPITAL MANAGEMENT INC. no change 4,851
CULBERTSON A N & CO INC no change 4,584
Lutz Financial Services LLC no change 4,542
VAN DEN BERG MANAGEMENT INC/TX no change 4,295
Hirtle Callaghan & Co Inc no change 4,877
Firestone Capital Management no change 4,903
Center for Financial Planning, Inc. no change 5,906
PITTENGER & ANDERSON INC no change 6,500
Evanson Asset Management, LLC no change 5,542
Opus Capital Group, LLC no change 5,288
Nachman Norwood & Parrott, Inc no change 5,109
DUFF & PHELPS INVESTMENT MANAGEMENT CO no change 137,890
JACOBS LEVY EQUITY MANAGEMENT INC no change 146,160
Platte River Wealth Advisors, LLC no change 2,120
WOLFF WIESE MAGANA LLC no change 2,269
Montecito Bank & Trust no change 1,918
CHESLEY TAFT & ASSOCIATES LLC/IL no change 1,765
Regent Investment Management LLC no change 1,511
WEDGEWOOD INVESTORS INC /PA/ no change 2,892
ARP AMERICAS LLC no change 3,250
CHEMUNG CANAL TRUST CO no change 5,854
WASHINGTON TRUST BANK no change 8,812
Tarbox Group, Inc. no change 5,280
WELCH & FORBES LLC no change 4,473
APPLETON PARTNERS INC/MA no change 3,904
Wells Trecaso Financial Group, LLC no change 1,509
WealthTrust Axiom LLC no change 1,395
PMFM Inc. no change 476,313
Amerivest Investment Management LLC no change 1,008,465
Starboard Value LP no change 337,777
Comprehensive Financial Management LLC no change 230,481
CASTLEARK MANAGEMENT LLC no change 166,560
Sound Income Strategies, LLC no change 8
West Financial Advisors, LLC no change 10
Versant Capital Management, Inc no change 1,173
Royal Harbor Partners, LLC no change 1,334
Filbrandt Wealth Management, LLC no change 900
Pinnacle Bank no change 300
Tower View Investment Management & Research LLC no change 30
Aft, Forsyth & Company, Inc. no change 4,215
Estate Counselors, LLC no change 4,210
Northeast Financial Consultants Inc no change 1,556
WATERS PARKERSON & CO INC no change 1,600
REDW Stanley Financial Advisors LLC no change 1,539
TCTC Holdings, LLC no change 1,474
Sullivan, Bruyette, Speros & Blaney, Inc. no change 1,188
NKCFO LLC no change 1,400
JMG Financial Group, Ltd. no change 1,711
Financial Architects, Inc no change 1,740
Asset Dedication, LLC no change 1,849
Larson Financial Group LLC no change 1,864
9258 Wealth Management, LLC no change 1,848
Key FInancial Inc no change 1,788
MARSHALL FINANCIAL GROUP INC /ADV no change 1,770
LAZARD ASSET MANAGEMENT LLC no change 1,100
Capital Advisors, Ltd. LLC no change 1,060
Oakworth Capital, Inc. no change 704
ATTICUS WEALTH MANAGEMENT, LLC no change 711
LOOMIS SAYLES & CO L P no change 700
Roble, Belko & Company, Inc no change 681
CoreFirst Bank & Trust no change 644
Focused Wealth Management, Inc no change 719
BOURGEON CAPITAL MANAGEMENT LLC no change 757
Annapolis Financial Services, LLC no change 918
Summit Investment Advisors, Inc. no change 966
Nelson, Van Denburg & Campbell Wealth Management Group, LLC no change 873
Atlas Private Wealth Management no change 853
Gemmer Asset Management LLC no change 768
Truepoint, Inc. no change 1,868
Diversified Trust Co no change 1,872
Paulson Wealth Management Inc. no change 2,979
BINGHAM OSBORN & SCARBOROUGH LLC no change 3,066
MYCIO WEALTH PARTNERS, LLC no change 2,672
BEDDOW CAPITAL MANAGEMENT INC no change 2,437
TCF National Bank no change 2,381
O'Brien Greene & Co. Inc no change 3,075
ALESCO ADVISORS LLC no change 3,375
AMARILLO NATIONAL BANK no change 3,826
Wall Street Access Asset Management, LLC no change 3,955
Palisades Hudson Asset Management, L.P. no change 3,764
JNB Advisors LLC no change 3,627
TIEDEMANN WEALTH MANAGEMENT, LLC no change 3,593
Miracle Mile Advisors, LLC no change 2,283
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC no change 901
BEACH INVESTMENT COUNSEL INC/PA no change 2,080
Winfield Associates, Inc. no change 2,105
Allen Investment Management LLC no change 2,078
Blankinship & Foster, LLC no change 2,061
Steel Peak Wealth Management LLC no change 2,003
KING LUTHER CAPITAL MANAGEMENT CORP no change 2,120
ATLANTA FINANCIAL ASSOCIATES LLC /ADV no change 2,136
Foster Group, Inc. no change 2,186
QUEST CAPITAL MANAGEMENT INC /ADV no change 2,223
Sonora Investment Management, LLC no change 2,165
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV no change 2,143
Palisade Asset Management, LLC no change 2,141
Independence Bank of Kentucky no change 566
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