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STOCK TICKER:
ISHARES TR SP US PFD   (ticker: PFF)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 169,073,530
Previous Holdings: 148,797,402
Change: 13.63%
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 bought10,941,800 10,941,800 UBS Group AG 100%7,288,047 8,200
GOLDMAN SACHS GROUP INC 47%2,453,514 7,657,535 J P MORGAN CHASE & CO 87%5,203,960 802,199
FIRST INTERSTATE BANCSYSTEM INC bought1,737,065 1,737,065 JANE STREET GROUP, LLC 56%1,288,150 1,022,068
COHEN & STEERS INC 4,439%1,654,841 1,692,118 SG Americas Securities, LLC 100%1,140,600 2,718
AMERICAN CENTURY COMPANIES INC bought1,535,958 1,535,958 Foundations Investment Advisors, LLC 95%872,616 48,105
BANK OF AMERICA CORP /DE/ 5%834,731 16,121,926 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold840,000 0
CREDIT SUISSE/ bought583,763 583,763 AFFINITY WEALTH MANAGEMENT 43%455,954 616,788
Bard Financial Services, Inc. bought535,735 535,735 HighTower Advisors, LLC 38%399,811 657,838
Atlantic Trust Group, LLC bought520,836 520,836 State of Tennessee, Treasury Department 53%321,100 283,800
AMERIPRISE FINANCIAL INC 17%393,015 2,750,934 AMG National Trust Bank sold319,527 0
ADVISORS MANAGEMENT GROUP INC /ADV 134%355,111 620,704 Burns Wealth Management, Inc. 95%299,357 16,111
BANK OF MONTREAL /CAN/ 100%346,474 693,200 Spectrum Asset Management, Inc. 22%241,382 831,691
Private Advisor Group, LLC bought313,179 313,179 WELLS FARGO & CO/MN 2%240,437 10,418,177
ENVESTNET ASSET MANAGEMENT INC 7%288,724 4,570,282 H D Vest Advisory Services 35%222,762 414,520
Mariner Wealth Advisors, LLC 23%253,914 1,355,105 Regal Investment Advisors, LLC 80%222,727 56,902
NTV ASSET MANAGEMENT LLC bought237,014 237,014 Jaffetilchin Investment Partners, LLC 28%216,116 559,210
LPL Financial CORP 5%222,788 5,069,405 MANUFACTURERES LIFE INSURANCE CO sold191,920 0
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 70%219,435 533,973 PineBridge Investments Ltd sold186,312 0
BP WEALTH MANAGEMENT, LLC 12%199,774 1,804,694 BANTA ASSET MANAGEMENT LP 70%173,095 75,230
Crabel Capital Management, LLC 2,399%195,791 203,951 Howard Capital Management Inc. sold161,881 0
Strategic Wealth Designers bought193,494 193,494 Select Asset Management & Trust sold160,727 0
STEPHENS INC /AR/ 41%190,796 655,154 GeoWealth Management, LLC 92%152,777 13,927
Renaissance Technologies(Jim Simons) 77%186,500 429,900 BANK OF NOVA SCOTIA / sold150,013 0
Perella Weinberg Partners Capital Management LP bought176,336 176,336 PEAPACK GLADSTONE FINANCIAL CORP 93%142,867 11,520
CAPTRUST FINANCIAL ADVISORS 21%170,210 996,771 High Falls Advisors, Inc 50%117,717 119,802
MILLENNIUM MANAGEMENT LLC 127%169,119 301,839 Kestra Advisory Services, LLC 20%108,138 420,841
CONGRESS ASSET MANAGEMENT CO /MA bought161,534 161,534 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 19%105,734 445,267
COUNTRY TRUST BANK 39%158,500 568,984 Sawtooth Asset Management, Inc. 80%95,608 23,992
Capital Advisors Wealth Management, LLC bought157,918 157,918 CFG Asset Management LLC 95%93,845 4,645
H&H Retirement Design & Management INC bought153,763 153,763 Intersect Capital LLC 14%91,028 558,288
Cetera Investment Advisers 212%147,966 217,813 QUEST INVESTMENT MANAGEMENT INC/OR 29%85,007 211,609
Ascendant Capital Management, LLC bought139,500 139,500 FIRST HAWAIIAN BANK 32%76,183 158,551
Edge Wealth Management LLC 12%138,177 1,298,494 Northstar Group, Inc. sold63,915 0
San Luis Wealth Advisors LLC bought129,236 129,236 Q3 Asset Management sold61,814 0
Neuberger Berman Group LLC 68%118,485 293,998 Golden Green, Inc. 58%53,773 39,129
Money Design Co.,Ltd. bought118,369 118,369 RAYMOND JAMES & ASSOCIATES 5%51,841 958,088
EXCHANGE TRADED CONCEPTS, LLC 5%111,773 2,576,293 Sage Advisory Services, Ltd.Co. sold49,235 0
KEYBANK NATIONAL ASSOCIATION/OH 7%109,964 1,743,733 Marquette Asset Management Inc. sold48,252 0
CITADEL ADVISORS LLC (Kenneth C. Griffin) 50%109,740 329,084 Black Swift Group, LLC sold48,195 0
Great Diamond Partners, LLC bought104,851 104,851 Windsor Creek Advisors, LLC sold47,400 0
FIRST INTERSTATE BANK 7%103,781 1,644,073 SYNOVUS FINANCIAL CORP 8%46,883 547,399
SAX WEALTH ADVISORS, LLC bought98,741 98,741 Allegiant Private Advisors, LLC 8%46,191 544,767
ALBION FINANCIAL GROUP /UT bought94,896 94,896 ZACKS INVESTMENT MANAGEMENT sold46,045 0
Susquehanna International Group, LLP 24%94,674 489,046 HBK Sorce Advisory LLC 49%45,855 48,459
FormulaFolio Investments, LLC bought94,511 94,511 KCM INVESTMENT ADVISORS LLC 37%45,352 78,511
US BANCORP DE 5%93,176 2,039,373 COMMONWEALTH EQUITY SERVICES, LLC. 4%45,048 1,181,357
Anfield Capital Management, LLC bought88,307 88,307 Guild Investment Management, Inc. sold43,900 0
Centric Wealth Management bought87,020 87,020 WOLVERINE TRADING, LLC sold43,200 0
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,209%84,600 91,596 MV Capital Management, Inc. 72%43,133 16,960
FIFTH THIRD BANCORP 3%80,896 2,752,640 EATON VANCE MANAGEMENT 3%40,508 1,453,619
HMS Capital Management, LLC 979%80,504 88,723 Orion Portfolio Solutions, LLC 42%38,842 54,644
AE Wealth Management LLC 48%80,212 245,637 Dynamic Advisors Solutions LLC 15%38,773 222,152
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL bought79,590 79,590 SMITHFIELD TRUST CO 9%38,704 390,802
ATWOOD & PALMER INC 32%77,434 318,795 Aft, Forsyth & Sober, LLC 14%35,885 223,950
WESBANCO BANK INC bought63,171 63,171 PRUDENTIAL CORP PLC 44%35,000 45,000
WELCH & FORBES LLC 7%62,338 996,279 Cresset Asset Management, LLC 31%34,766 76,800
BB&T CORP 4%62,118 1,647,418 WT Wealth Management sold34,029 0
UNIONBANCAL CORP 17%60,995 421,491 HCR Wealth Advisors 30%33,658 80,248
Hilltop Holdings Inc. 376%60,440 76,516 AVALON ADVISORS L P 6%31,356 486,196
Legacy Capital Wealth Partners, LLC bought59,829 59,829 HANCOCK HOLDING CO 76%29,960 9,324
REILLY FINANCIAL ADVISORS, LLC 73%59,520 141,406 Biltmore Capital Advisors LLC sold28,550 0
REGIONS FINANCIAL CORP bought58,020 58,020 Catalyst Capital Advisors LLC sold27,000 0
BENJAMIN EDWARDS INC bought57,268 57,268 Austin Private Wealth, LLC 75%26,255 8,922
CMG Global Holdings, LLC bought57,250 57,250 SCHRODER INVESTMENT MANAGEMENT GROUP 17%26,119 128,763
Main Management LLC 26%56,055 272,477 Cutler Group LP 97%25,400 700
SCBT FINANCIAL CORP bought55,572 55,572 Corient Capital Partners, LLC 40%23,554 35,193
Belpointe Asset Management LLC bought54,648 54,648 Bank of New York Mellon CORP 17%23,335 110,713
CHATHAM CAPITAL GROUP, INC. 58%53,140 145,455 Latitude Advisors, LLC 70%22,045 9,623
Lighthouse Financial Advisors, Inc. bought52,224 52,224 Polaris Wealth Advisers, LLC 7%21,406 303,247
Capital Advisory Group Advisory Services, LLC 268%52,088 71,557 M&T BANK CORP 32%20,571 44,151
Fulton Breakefield Broenniman LLC 19%52,062 329,201 Shepherd Financial Partners LLC sold18,917 0
ATRIA INVESTMENTS LLC bought51,409 51,409 CWM, LLC 50%18,076 18,013
Quaker Wealth Management, LLC 14%49,865 412,885 Hanlon Investment Management, Inc. 5%17,691 338,357
Pure Financial Advisors, Inc. 123%48,637 88,274 Full Sail Capital, LLC 3%17,519 605,253
Azimuth Capital Management LLC bought48,310 48,310 DUNCKER STREETT & CO INC 16%16,001 84,455
GSB Wealth Management, LLC bought47,484 47,484 IBEX WEALTH ADVISORS 10%15,533 132,579
Financial Advisory Service, Inc. 129%46,640 82,699 BBVA USA BANCSHARES INC 7%15,331 211,189
FIRST MANHATTAN CO bought46,450 46,450 TCG Advisory Services, LLC 17%14,800 71,840
TrueNorth, Inc. 43%46,046 152,643 PARK AVENUE SECURITIES LLC 8%14,489 172,061
Autus Asset Management, LLC 18%45,331 294,840 Man Group plc 70%14,161 5,966
MML INVESTORS SERVICES, LLC 8%44,740 587,953 HYMAN CHARLES D sold13,830 0
Blue Creek Investment Partners, LLC bought43,424 43,424 Bartlett & Co. LLC 9%13,826 141,127
MERCER GLOBAL ADVISORS INC /ADV 20%42,339 259,356 Virtue Capital Management, LLC 66%13,433 6,891
Financial Network 9%40,343 499,832 Sound Income Strategies, LLC 36%12,961 23,340
ASPIREON WEALTH ADVISORS bought40,000 40,000 DAVIDSON D A & CO 12%12,924 93,964
Charles Schwab Trust Co 57%39,216 108,606 HOLLENCREST SECURITIES LLC 48%12,856 13,689
Rockefeller Capital Management L.P. 14%39,199 319,825 DIAM Co., Ltd. 11%12,846 103,982
Accel Wealth Management bought38,980 38,980 Advisory Services Network, LLC 5%12,778 238,854
Orion Capital Management LLC bought37,315 37,315 MJP ASSOCIATES INC /ADV sold12,497 0
Financial Advocates Investment Management 187%36,684 56,306 HAP Trading, LLC 50%12,400 12,500
Heritage Wealth Advisors bought36,310 36,310 Sterling Investment Advisors, Ltd. 8%11,658 129,544
MD Financial Management Inc. 5%36,220 821,887 Connecticut Wealth Management, LLC sold11,609 0
BRAVE ASSET MANAGEMENT INC 17%35,779 242,872 Grandview Asset Management LLC 85%11,215 2,000
Navis Wealth Advisors, LLC bought35,000 35,000 WAYNE HUMMER INVESTMENTS L.L.C. sold11,205 0
Lloyd Advisory Services, LLC. bought34,592 34,592 Stockman Asset Management sold11,189 0
Berson & Corrado Investment Advisors, LLC 53%34,195 98,240 CAPITAL ONE FINANCIAL CORP 28%10,473 26,781
Meridian Wealth Advisors, LLC bought33,108 33,108 Brookstone Capital Management 12%10,279 72,860
BLAIR WILLIAM & CO/IL 52%33,063 96,673 STABLEFORD CAPITAL II LLC sold10,088 0
FMA ADVISORY INC bought32,643 32,643 Prime Capital Investment Advisors, LLC 8%10,036 114,694
TAP Consulting, LLC 17%32,534 220,247 MONTAG A & ASSOCIATES INC 17%9,950 48,452
Oakmont Partners LLC 26%31,371 150,647 Bernardo Wealth Planning LLC sold9,867 0
ROBBINS FARLEY LLC bought31,061 31,061 Insight Wealth Strategies, LLC 1%9,162 750,629
Ronna Sue Cohen 79,159%30,872 30,911 Concorde Asset Management, LLC sold9,140 0
Willis Johnson & Associates, Inc. bought30,045 30,045 IHT Wealth Management, LLC 58%9,132 6,687
BCJ Capital Management, LLC bought29,970 29,970 Redhawk Wealth Advisors, Inc. sold8,719 0
WEDBUSH MORGAN SECURITIES INC 35%29,642 114,097 Beaumont Financial Partners, LLC 59%8,649 5,938
Capstone Investment Advisors, LLC bought28,059 28,059 TWIN FOCUS CAPITAL PARTNERS, LLC sold8,500 0
JEFFERIES GROUP INC /DE/ bought27,934 27,934 Independent Advisor Alliance sold8,500 0
Shilanski & Associates, Inc. bought27,932 27,932 LFA - Lugano Financial Advisors SA 10%8,399 77,265
MMA ASSET MANAGEMENT LLC 75%27,627 64,533 Apex Investment Services, Inc. sold8,386 0
We Are One Seven, LLC 89%27,521 58,278 HBW Advisory Services LLC sold8,331 0
Main Street Financial Solutions, LLC bought26,452 26,452 Pettinga Financial Advisors, LLC sold8,209 0
Avestar Capital, LLC 168%26,030 41,502 Tranquility Partners, LLC sold8,050 0
SPC Financial, Inc. 8%25,639 327,361 ROMAN BUTLER FULLERTON & CO 6%7,816 129,619
IndexIQ Advisors LLC 329%25,453 33,197 TRANSCEND WEALTH COLLECTIVE, LLC 19%7,810 32,593
Patriot Investment Management Inc. 52%24,730 71,941 GoalVest Advisory LLC 31%7,761 17,060
Symmetry Partner, LLC 12%24,297 221,165 Emerald Investment Partners, LLC 51%7,189 6,900
Fieldpoint Private Securities, LLC 26%24,145 115,776 CALTON & ASSOCIATES, INC. 18%7,144 32,328
Country Club Trust Company, n.a. 28%23,954 108,866 Mechanics Bank Trust Department 45%7,085 8,705
Wharton Business Group, LLC 8%23,830 307,084 Benchmark Financial Wealth Advisors, LLC sold6,862 0
GUGGENHEIM CAPITAL LLC 156%23,360 38,378 UNITED CAPITAL FINANCIAL ADVISERS,INC. 6%6,859 98,894
Dorsey & Whitney Trust CO LLC bought23,300 23,300 BFT FINANCIAL GROUP, LLC sold6,859 0
Montecito Bank & Trust 16%23,150 170,985 LOWE BROCKENBROUGH & CO INC sold6,722 0
Koshinski Asset Management, Inc. bought22,805 22,805 Janney Montgomery Scott LLC 1%6,622 1,080,866
PINNACLE FINANCIAL PARTNERS INC bought22,747 22,747 Wealth Advisory Solutions, LLC sold6,575 0
Vanguard Capital Wealth Advisors bought22,681 22,681 HARBOR FINANCIAL SERVICES, LLC sold6,574 0
Arete Wealth Advisors, LLC bought22,571 22,571 Lineweaver Wealth Advisors, LLC 12%6,487 47,184
TIAA, FSB bought22,243 22,243 Verity Asset Management, Inc. 17%6,467 32,035
GREENWOOD CAPITAL ASSOCIATES LLC 44%22,138 72,424 Sage Capital Advisors,llc sold6,361 0
Private Advisory Group LLC 94%21,991 45,488 CBIZ Investment Advisory Services, LLC 99%6,242 56
BAKER TILLY FINANCIAL, LLC bought21,845 21,845 FIRST NATIONAL CORP /MA/ /ADV 13%6,164 43,026
Ballentine, Finn & Company, Inc. bought21,641 21,641 NORRIS PERNE & FRENCH LLP/MI sold6,120 0
Phocas Financial CORP bought20,403 20,403 SRS Capital Advisors, Inc. 6%5,999 91,779
LEVIN CAPITAL STRATEGIES, L.P. bought20,000 20,000 Mitsubishi UFJ Trust & Banking Corp sold5,980 0
Northwest Bancshares, Inc. 31%19,851 83,337 Strategic Blueprint, LLC sold5,807 0
Atlas Private Wealth Advisors 18%19,775 128,678 Fisher Asset Management, LLC(Kenneth L. Fisher) sold5,773 0
Summit Financial Wealth Advisors, LLC 3%19,693 659,633 Interactive Financial Advisors 37%5,761 9,834
Benedetti & Gucer, Inc. bought19,405 19,405 Robertson Stephens Wealth Management, LLC sold5,737 0
CITIGROUP INC 5%19,379 375,324 Berkshire Bank sold5,658 0
Monument Capital Management 80%19,300 43,524 Day & Ennis, LLC 7%5,508 75,940
Multi-Financial Securities Corp 8%19,187 249,654 Clearbridge Advisors, LLC 3%5,500 163,713
Petix & Botte Co 90%19,091 40,403 Granite Investment Advisors, Inc. 31%5,500 12,000
SUMMIT FINANCIAL GROUP INC 29%19,059 84,979 Capital Investment Advisory Services, LLC 43%5,395 7,187
Miracle Mile Advisors, LLC 19%18,997 120,074 Capital Wealth Planning, LLC sold5,284 0
Prospera Financial Services 14%18,958 154,411 MATHER GROUP, INC. sold5,258 0
RDA Financial Network bought18,830 18,830 Stratos Wealth Partners, LTD. 4%4,922 125,724
Liberty Capital Management, Inc. 28%17,590 80,273 Summit X, LLC 21%4,860 18,833
greenwich Wealth Management LLC bought17,542 17,542 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0%4,680 1,443,224
CPCM, LLC 98%17,350 35,062 Capital Asset Advisory Services LLC 7%4,655 60,418
Parallel Advisors, LLC 204%16,883 25,162 Altium Wealth Management LLC 8%4,632 54,626
Jackson, Grant Investment Advisers, Inc. 13%16,831 148,665 TCTC Holdings, LLC 16%4,549 24,652
RMR Wealth Builders 824%16,480 18,480 Edge Capital Group, LLC 19%4,500 18,690
National Asset Management, Inc. 8%16,324 226,208 BDO Wealth Advisors, LLC 18%4,492 20,420
BerganKDV Wealth Management, LLC bought16,316 16,316 Powell Investment Advisors, LLC 3%4,343 151,103
FIRST AMERICAN TRUST CO 126%16,315 29,258 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 5%4,316 80,808
ROOSEVELT INVESTMENT GROUP INC 86%16,298 35,254 Safeguard Investment Advisory Group, LLC sold4,288 0
AMJ Financial Wealth Management bought16,174 16,174 Bank of Marin 10%4,256 39,898
Inscription Capital, LLC bought16,142 16,142 NorthCoast Asset Management LLC 2%4,169 198,002
DEUTSCHE BANK AG 1%16,106 2,046,009 Mirae Asset Global Investments Co., Ltd. 33%4,110 8,390
Cordatus Wealth Management LLC 35%16,069 61,855 Uniplan Investment Counsel, Inc. 7%3,954 56,511
Angeles Investment Advisors, LLC 8%15,635 210,046 Hoover Financial Advisors, Inc. 46%3,862 4,620
Delta Investment Management, LLC bought15,501 15,501 Tower Research Capital LLC 66%3,756 1,954
Charles Schwab Investment Advisory, Inc. bought15,447 15,447 HARVEST VOLATILITY MANAGEMENT LLC 13%3,615 23,573
Curbstone Financial Management Corp 14%15,320 126,020 BRYN MAWR TRUST CO/PA 7%3,431 46,480
TWO SIGMA SECURITIES, LLC bought15,206 15,206 AlphaStar Capital Management, LLC 20%3,356 13,156
Cohen Klingenstein, LLC bought15,000 15,000 Joseph P. Lucia & Associates, LLC 4%3,291 74,681
Creative Planning 9%14,475 172,543 FIRST MERCHANTS CORP 16%3,256 17,447
DUMONT & BLAKE INVESTMENT ADVISORS LLC 24%14,400 73,719 Eqis Capital Management, Inc. 6%3,218 48,400
ALLIANCEBERNSTEIN L.P. 5%14,255 296,802 Lido Advisors, LLC 3%3,213 117,676
Parkside Investments, LLC 5%13,958 289,960 David J Yvars Group 6%3,147 46,798
Hochman Cole Investment Advisors, Inc. bought13,879 13,879 Alpha Cubed Investments, LLC 27%3,043 8,265
DUBUQUE BANK & TRUST CO bought13,292 13,292 First Command Financial Services, Inc. 94%2,776 176
Raub Brock Capital Management LP 46%13,075 41,475 Ausdal Financial Partners, Inc. 21%2,747 10,273
Procyon Private Wealth Partners, LLC bought13,071 13,071 Nikulski Financial, Inc. 27%2,734 7,479
CLS INVESTMENT FIRM, LLC 4%12,824 316,802 Lebenthal Global Advisors, LLC sold2,732 0
AMERITAS INVESTMENT CORP 47%12,787 39,771 Concentrum Wealth Management 34%2,721 5,380
RFG Advisory Group, LLC 11%12,692 132,137 Venture Visionary Partners LLC 18%2,708 12,312
Disciplined Investments, LLC 32%12,581 52,182 FOUNDERS FINANCIAL SECURITIES LLC 7%2,691 36,412
COLLECTIVE FAMILY OFFICE LLC bought12,546 12,546 Perkins Coie Trust Co 95%2,670 139
COLONY GROUP LLC 41%12,285 42,110 NAPLES GLOBAL ADVISORS, LLC 27%2,540 6,835
People's United Financial, Inc. 25%12,225 61,694 HARBOR INVESTMENT ADVISORY, LLC 12%2,530 18,767
THRIVENT FINANCIAL FOR LUTHERANS bought11,694 11,694 DONALDSON CAPITAL MANAGEMENT, LLC 3%2,504 78,977
Independence Bank of Kentucky 16%11,600 85,640 ROCKLAND TRUST CO 27%2,503 6,638
NewEdge Wealth, LLC bought11,471 11,471 ASSOCIATED BANC-CORP 26%2,455 7,074
WENDELL DAVID ASSOCIATES INC 6%11,250 194,637 Windsor Capital Management, LLC 1%2,400 173,398
New England Private Wealth Advisors LLC 32%10,898 45,233 FIRST NATIONAL BANK OF OMAHA 29%2,400 5,923
PFG Financial Advisors 56%10,810 29,965 Lumature Wealth Partners, LLC 25%2,391 7,000
OPPENHEIMER & CO INC 15%10,770 84,645 Rehmann Capital Advisory Group 14%2,256 14,313
Traverso Chambers Private Wealth Management, LLC 6%10,737 185,719 Sterling Financial Planning, Inc. 10%2,243 20,040
ARGI Investment Services, LLC bought10,689 10,689 NORTHWEST INVESTMENT COUNSELORS, LLC 11%2,207 18,045
Sowell Financial Services LLC 46%10,447 33,121 IFP Advisors, Inc 3%2,159 80,333
Norway Savings Bank 20%10,329 61,875 Falcon Wealth Planning 10%2,073 19,184
IPG Investment Advisors LLC bought10,305 10,305 Financial Architects, Inc 3%1,991 58,081
EDMOND DE ROTHSCHILD HOLDING S.A. 35%10,282 39,555 Kathmere Capital Management, LLC sold1,964 0
Sunbelt Securities, Inc. 44%10,112 32,896 BEACON FINANCIAL GROUP 3%1,916 70,823
HPM Partners LLC bought10,071 10,071 GLENVIEW STATE BANK TRUST DEPT. 2%1,913 83,739
Icon Wealth Partners, LLC bought10,069 10,069 ST GERMAIN D J CO INC 2%1,887 103,186
CENTAURUS FINANCIAL, INC. 30%10,033 43,991 Aurora Private Wealth, Inc. 22%1,833 6,319
UNITED MARITIME CAPITAL LLC bought10,000 10,000 Aptus Capital Advisors, LLC 20%1,780 7,343
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 2%9,854 425,473 LBMC INVESTMENT ADVISORS, LLC 4%1,742 42,089
LEVEL FOUR ADVISORY SERVICES, LLC 16%9,803 69,348 Paradigm Financial Advisors, LLC 18%1,728 7,995
DELPHI FINANCIAL GROUP INC/DE bought9,542 9,542 Providence Capital Advisors, LLC 86%1,688 273
CHILTON CAPITAL MANAGEMENT LLC bought9,410 9,410 EQ LLC 6%1,674 24,726
Advisors Preferred, LLC 32%9,300 38,600 Good Life Advisors, LLC 10%1,666 14,743
Goss Wealth Management LLC 4%9,227 221,830 Oder Investment Management, LLC sold1,644 0
Blue Fin Capital, Inc. 6%9,187 152,447 Sound View Wealth Advisors Group, LLC 2%1,626 95,853
FIDUCIARY TRUST CO bought9,181 9,181 Interchange Capital Partners, LLC sold1,617 0
Reby Advisors, LLC bought9,123 9,123 Gradient Investments LLC 36%1,570 2,816
TOMPKINS FINANCIAL CORP bought9,084 9,084 Apella Capital, LLC 19%1,567 6,508
CWA Asset Management Group, LLC 127%8,840 15,823 Chronos Wealth Management, LLC 2%1,550 66,284
Cadent Capital Advisors, LLC bought8,829 8,829 Moors & Cabot, Inc. 6%1,492 24,758
SCOTIA CAPITAL INC. bought8,768 8,768 Bramshill Investments, LLC sold1,488 0
Principle Wealth Partners LLC 90%8,679 18,367 Northstar Advisory Group, LLC 4%1,436 33,947
Laurel Wealth Advisors LLC 22%8,630 47,390 First PREMIER Bank sold1,365 0
Paulson Wealth Management Inc. 11%8,544 82,900 Carmichael Hill & Associates, Inc. 5%1,323 23,107
Voya Financial Advisors, Inc. 22%8,486 47,796 Strategic Advisors LLC 20%1,317 5,230
CVA Family Office, LLC bought8,475 8,475 Capital Analysts, Inc. 5%1,306 24,396
MIRSKY FINANCIAL MANAGEMENT CORP. bought8,279 8,279 Founders Financial Alliance, LLC sold1,270 0
Moloney Securities Asset Management, LLC bought8,185 8,185 Private Ocean, LLC 31%1,243 2,785
AllSquare Wealth Management LLC 417%8,000 9,917 Strategic Wealth Advisors Group,Inc. 2%1,197 56,723
FIERA SCEPTRE INC. 6%7,930 137,171 Sugarloaf Wealth Management, LLC 62%1,147 713
Hanson McClain, Inc. 22%7,926 44,490 Hudock Moyer Wealth Resources, LLC 61%1,140 717
Maryland Capital Management, LLC bought7,922 7,922 Feltz Wealth PLAN Inc. 8%1,137 13,899
REIK & CO., LLC 93%7,890 16,340 KING LUTHER CAPITAL MANAGEMENT CORP 16%1,136 6,160
Laidlaw Wealth Management LLC bought7,890 7,890 Brick & Kyle, Associates 4%1,110 30,182
Pinnacle Advisory Group, Inc. bought7,741 7,741 Sonora Investment Management, LLC 54%1,100 950
Traynor Capital Management, Inc. 17%7,105 49,183 Jacobsen Capital Management 12%1,060 8,070
Kingsview Wealth Management, LLC 14%7,050 58,570 SMITH, MOORE & CO. 5%1,056 20,123
Baldrige Asset Management LLC 19%7,036 44,289 Shulman DeMeo Asset Management LLC 1%1,046 144,775
Mathes Company, Inc. 10%7,000 75,750 MOSELEY INVESTMENT MANAGEMENT INC 12%1,020 7,205
Rosenberg Matthew Hamilton bought6,966 6,966 Ironwood Wealth Management, llc 3%1,019 32,768
WADE G W & INC 9%6,934 80,809 QUADRANT CAPITAL GROUP LLC sold1,000 0
Signature Wealth Management Partners, LLC bought6,772 6,772 ARROW FINANCIAL CORP sold1,000 0
Buckingham Asset Management, LLC 42%6,759 22,939 HUDSON CANYON INVESTMENT COUNSELORS LLC 12%991 7,526
Slow Capital, Inc. 14%6,744 56,024 Pinnacle Bank sold965 0
Prudent Man Advisors, LLC bought6,724 6,724 MONECO Advisors, LLC 9%928 9,693
LifePro Asset Management 35%6,680 25,722 Rice Partnership, LLC sold900 0
Mayflower Financial Advisors, LLC bought6,555 6,555 CARRET ASSET MANAGEMENT 3%885 27,663
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC bought6,511 6,511 Bogart Wealth, LLC sold850 0
Beacon Harbor Wealth Advisors, Inc. 10%6,453 68,705 GLENMEDE TRUST CO NA 8%825 9,680
RESOURCES MANAGEMENT CORP /CT/ /ADV 150%6,420 10,690 DB Wealth Management Group, LLC 3%819 27,058
Capstone Financial Advisors, Inc. bought6,391 6,391 Financial Insights, Inc. 13%810 5,244
Raymond James Financial Services Advisors, Inc. 1%6,261 1,009,637 SONATA CAPITAL GROUP INC 1%785 52,062
Telos Capital Management, Inc. 11%6,189 60,574 Chicago Partners Investment Group LLC 1%741 57,716
Essex Financial Services, Inc. 17%6,149 41,611 Financial Network Wealth Management LLC 10%740 6,564
South Shore Capital Advisors bought6,143 6,143 GYL FINANCIAL SYNERGIES, LLC 5%722 14,268
MT LUCAS MANAGEMENT CORP 9%6,102 75,295 Baystate Wealth Management LLC 38%719 1,167
Charter Oak Capital Management, LLC bought6,065 6,065 GIRARD PARTNERS LTD. 7%706 9,641
BANK OF THE WEST 24%5,991 30,669 Valley Brook Capital Group, Inc. 30%700 1,650
M Holdings Securities, Inc. bought5,943 5,943 INVESTMENT HOUSE LLC 7%696 9,772
Coastline Trust CO 16%5,940 42,875 Braun-Bostich & Associates Inc. sold669 0
GPS Wealth Strategies Group, LLC bought5,838 5,838 Cornell Pochily Investment Advisors, Inc. 7%634 8,701
Steward Partners Investment Advisory, LLC 2%5,827 246,173 ISLAY CAPITAL MANAGEMENT, LLC 44%633 800
Wealth Dimensions Group, Ltd. bought5,806 5,806 FIRST NATIONAL TRUST CO 0%613 189,824
WEALTHSOURCE PARTNERS, LLC bought5,792 5,792 CT Mason sold600 0
Ashfield Capital Partners, LLC bought5,700 5,700 Sowa Financial Group, Inc. 0%562 290,015
9258 Wealth Management, LLC bought5,615 5,615 Inspire Advisors, LLC sold558 0
Capital Investment Advisors, LLC bought5,581 5,581 OLD SECOND NATIONAL BANK OF AURORA 39%550 850
Conestoga Capital Advisors, LLC bought5,531 5,531 PFG Advisors 1%527 46,893
Strategic Financial Group, LLC 20%5,512 33,404 WEBSTER BANK, N. A. 9%514 4,965
QUANTLAB CAPITAL MANAGEMENT LTD bought5,508 5,508 PROEQUITIES, INC. 1%510 81,962
HARBOUR INVESTMENTS, INC. bought5,443 5,443 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold510 0
EFG Asset Management (Americas) Corp. 42%5,408 18,382 Vantage Financial Partners Ltd., Inc. 7%500 7,055
ALESCO ADVISORS LLC bought5,400 5,400 Compass Financial Group, Inc. 1%481 71,557
Community Bank, N.A. 9%5,395 66,341 Pinnacle Wealth Planning Services, Inc. sold480 0
Beacon Financial Advisory LLC bought5,366 5,366 Aviance Capital Partners, LLC 1%478 33,146
SNOW CAPITAL MANAGEMENT LP (Richard Snow) bought5,285 5,285 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3%458 17,798
MURPHY CAPITAL MANAGEMENT INC bought5,280 5,280 SeaCrest Wealth Management, LLC 2%432 27,162
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought5,250 5,250 NORTHWEST WEALTH MANAGEMENT, LLC 7%417 5,909
KINGS POINT CAPITAL MANAGEMENT 84%5,250 11,485 Round Rock Advisors, LLC 6%416 6,110
PERSONAL CFO SOLUTIONS, LLC bought5,211 5,211 ABSOLUTE INVESTMENT MANAGEMENT LLC 1%410 40,855
Claybrook Capital, LLC 32%5,200 21,600 Coastal Investment Advisors, Inc. 1%384 63,774
Harbour Capital Advisors, LLC bought5,200 5,200 CIBC World Markets Inc. 2%370 17,831
WESTWOOD HOLDINGS GROUP INC 61%5,191 13,663 Meridian Wealth Management, LLC 4%361 9,037
MONETA GROUP INVESTMENT ADVISORS INC 66%5,153 12,943 Semmax Financial Advisors Inc. 95%351 18
Integrated Wealth Concepts LLC 52%5,101 14,937 SFMG, LLC 3%349 13,148
YCMNET ADVISORS INC 8%5,050 68,043 Van Hulzen Asset Management, LLC 3%345 12,214
OVERBROOK MANAGEMENT CORP 2%4,994 282,461 Titus Wealth Management 2%341 21,470
Alpha DNA Investment Management LLC bought4,950 4,950 Annex Advisory Services, LLC 0%330 169,878
Evercore Wealth Management, LLC 20%4,900 29,800 GAMBLE JONES INVESTMENT COUNSEL 4%327 8,275
CITY HOLDING CO 8%4,900 63,840 Golden State Equity Partners 3%311 10,236
ATTICUS WEALTH MANAGEMENT, LLC 6%4,746 84,555 TRUE Private Wealth Advisors sold310 0
Equitable Holdings, Inc. 6%4,640 85,970 KEN ROBERTS INVESTMENT MANAGEMENT INC 0%303 114,349
Vigilare Wealth Management 85%4,558 9,912 SPRINGBOK CAPITAL MANAGEMENT, LLC sold300 0
MASSMUTUAL TRUST CO FSB/ADV 4%4,509 114,201 Retirement Group, LLC 2%295 11,810
HUNTINGTON NATIONAL BANK 1%4,505 358,755 JFS WEALTH ADVISORS, LLC 2%284 17,087
DT Investment Partners, LLC 9%4,218 53,626 HSBC HOLDINGS PLC 0%275 102,921
BROOKS, MOORE & ASSOCIATES, INC. 7%4,200 63,982 Sequoia Financial Advisors, LLC 3%275 8,761
RAYMOND JAMES TRUST CO 14%4,170 33,228 FFCM LLC 48%259 286
WRAPMANAGER INC 18%4,150 27,766 Allen Capital Group, LLC 4%250 5,487
Westover Capital Advisors, LLC 2%4,085 223,864 PITTENGER & ANDERSON INC sold250 0
Birchcreek Wealth Management, LLC bought4,035 4,035 Ellis Investment Partners, LLC 11%234 1,956
J.W. COLE ADVISORS, INC. 5%3,997 89,567 BSC PRIVATE WEALTH MANAGEMENT, LLC 1%230 39,246
Keystone Financial Group 2%3,873 186,679 Core Wealth Advisors, Inc. 3%228 6,911
Curi Wealth Management, LLC 46%3,827 12,151 Stewardship Financial Advisors, LLC sold210 0
AdvisorNet Financial, Inc 6%3,825 64,675 Planned Solutions, Inc. sold210 0
LINCOLN NATIONAL CORP 6%3,802 64,422 Financial Engines Advisors L.L.C. 1%205 13,588
Joel Isaacson & Co., LLC 19%3,764 23,789 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 0%204 71,964
LeJeune Puetz Investment Counsel LLC 7%3,760 58,581 Stolper Co 2%195 10,819
CARY STREET PARTNER INVESTMENT ADVISORY LLC 13%3,666 32,473 Nelson, Van Denburg & Campbell Wealth Management Group, LLC sold180 0
Red Spruce Capital, LLC 56%3,373 9,446 Versant Capital Management, Inc 57%171 129
First Financial Bank, N.A. - Trust Division 14%3,323 27,558 Global Trust Asset Management, LLC 2%165 10,688
HAVERFORD TRUST CO 6%3,310 60,883 Advisory Alpha, LLC sold158 0
TD Capital Management LLC 56%3,270 9,090 Flaharty Asset Management, LLC 0%149 63,699
KESTRA PRIVATE WEALTH SERVICES, LLC 18%3,199 21,195 PrairieView Partners, LLC 11%146 1,202
SAGE RHINO CAPITAL LLC 15%3,071 23,206 Creegan & Nassoura Financial Group, LLC 0%125 68,450
Stonebridge Capital Advisors LLC bought3,000 3,000 Bull Street Advisors, LLC 0%125 37,497
PETTYJOHN CO 4%3,000 87,100 Tacita Capital Inc 20%115 450
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 12%3,000 28,266 Lakeview Capital Partners, LLC 1%99 7,026
First Command Bank bought2,952 2,952 FARMERS & MERCHANTS INVESTMENTS INC sold91 0
JT Stratford LLC 26%2,804 13,752 Executive Wealth Management, LLC 1%76 5,649
Wealthcare Advisory Partners LLC 35%2,774 10,791 Comprehensive Portfolio Management, LLC 0%58 33,507
PRUDENTIAL FINANCIAL INC 28%2,753 12,484 Bay Harbor Wealth Management, LLC sold38 0
Windsor Group LTD 22%2,750 14,973 Endurance Wealth Management, Inc. 0%30 13,235
AGF FUNDS INC 68%2,736 6,786 Wealth Enhancement & Preservation of GA, LLC 0%29 8,172
CREATIVE FINANCIAL DESIGNS INC /ADV 57%2,736 7,538 Cypress Capital Group 0%25 15,658
Summit Investment Advisors, Inc. 12%2,718 25,562 E&G Advisors, LP 0%20 18,476
Sheaff Brock Investment Advisors, LLC 15%2,714 21,143 Focused Wealth Management, Inc 0%17 5,145
DCM Advisors, LLC bought2,675 2,675 FMR LLC 41%7 10
Arkadios Wealth Advisors 40%2,574 9,060 Danda Trouve Investment Management, Inc. sold5 0
Integrated Advisors Network LLC 3%2,565 103,578 Evanson Asset Management, LLC 0%3 6,142
Key FInancial Inc 6%2,544 42,618 BARCLAYS PLC 0%1 235,249
Karn, Couzens & Associates, Inc. 38%2,536 9,193 Rockbridge Investment Management, LCC 0%1 11,232
Winslow, Evans & Crocker, Inc. bought2,479 2,479 Change Path, LLC no change 1,120
Global Retirement Partners, LLC 32%2,466 10,215 Baird Financial Group, Inc. no change 6,250
HOHIMER WEALTH MANAGEMENT, LLC 14%2,465 19,680 Perennial Advisors, LLC no change 9,610
SHUFRO ROSE & CO LLC 11%2,400 24,485 Stonehearth Capital Management, LLC no change 18,178
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC bought2,283 2,283 Independent Family Office, LLC no change 26,849
ENCOMPASS WEALTH ADVISORS, LLC bought2,283 2,283 CITIZENS FINANCIAL GROUP INC/RI no change 13,532
Jackson Hole Capital Partners, LLC 68%2,240 5,524 BESSEMER GROUP INC no change 42,670
First National Bank of South Miami 4%2,238 56,662 Biltmore Family Office, LLC no change 400
Occidental Asset Management, LLC 9%2,214 26,338 Bragg Financial Advisors, Inc no change 10,000
Princeton Global Asset Management LLC 7%2,176 33,342 ENTERPRISE FINANCIAL SERVICES CORP no change 1,000
Hexagon Capital Partners LLC 46%2,099 6,690 BTS Asset Management, Inc. no change 20,766
Evolution Wealth Advisors, LLC 12%2,090 19,864 Barrett Asset Management, LLC no change 14,962
CULBERTSON A N & CO INC 7%2,080 29,814 Global Wealth Management Investment Advisory, Inc. no change 22
BURNEY CO/ 10%2,073 22,027 Alexandria Capital, LLC no change 14,169
Summit Trail Advisors, LLC 27%2,000 9,280 PETERSEN FLYNN & DINSMORE INC no change 14,885
Altus Wealth Group LLC bought1,995 1,995 American Money Management, LLC no change 6,550
Pinnacle Wealth Management Advisory Group, LLC 7%1,995 28,920 Checchi Capital Advisers, LLC no change 19,580
FRANKLIN RESOURCES INC 1%1,944 169,128 Freestone Capital Holdings, LLC no change 1,900
Wunderlich Securities, Inc. 6%1,935 35,078 NewFocus Financial Group, LLC no change 6,059
Capital Advisors, Ltd. LLC 9%1,911 22,163 MidWestOne Financial Group, Inc. no change 7,000
Asset Advisors Investment Management, LLC 11%1,900 19,525 Banco Santander, S.A. no change 7,128
USCA RIA LLC 17%1,900 13,135 Argent Trust Co no change 12,996
Investors Research Corp 2,557%1,892 1,966 Archer Investment Corp no change 12,900
HOWARD WEALTH MANAGEMENT, LLC 2%1,881 112,242 Fort Sheridan Advisors LLC no change 9,049
Lee Financial CORP 86%1,855 4,020 Arrowpoint Asset Management, LLC no change 575,749
Veritable, L.P. 4%1,832 44,950 HM PAYSON & CO no change 1,500
W.G. Shaheen & Associates DBA Whitney & Co 1%1,810 124,731 Bowie Capital Management, LLC no change 15,000
SCHNIEDERS CAPITAL MANAGEMENT LLC 17%1,800 12,476 FIRST WILSHIRE SECURITIES MANAGEMENT INC no change 11,843
Taylor, Cottrill, Erickson & Associates, Inc. 31%1,775 7,420 Segment Wealth Management, LLC no change 6,230
TFG Advisers LLC 3%1,764 63,121 Keudell/Morrison Wealth Management no change 11,168
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1%1,761 258,855 Somerset Group LLC no change 12,650
Kalos Management, Inc. 25%1,693 8,544 WSFS CAPITAL MANAGEMENT, LLC no change 10,941
MONTICELLO WEALTH MANAGEMENT, LLC 9%1,685 20,501 GRAND JEAN CAPITAL MANAGEMENT INC no change 10,935
Texas Capital Bank Wealth Management Services Inc 14%1,683 13,727 Meristem, LLP no change 10,511
StrongBox Wealth, LLC 5%1,678 37,499 Cypress Capital Management LLC (WY) no change 12,779
IFG Advisory, LLC 5%1,677 32,208 Lenox Wealth Advisors, Inc. no change 12,796
DAVENPORT & CO LLC 5%1,660 32,501 Somerset Trust Co no change 13,491
Sigma Planning Corp 2%1,606 100,930 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ no change 13,630
Cypress Wealth Services, LLC 1%1,499 174,949 Bristlecone Advisors, LLC no change 13,224
WealthBridge Capital Management, LLC 8%1,491 20,650 KLINGENSTEIN FIELDS & CO LLC no change 13,010
Union Bankshares Corp 12%1,480 13,582 A. D. Beadell Investment Counsel, Inc. no change 12,825
Providence First Trust Co 4%1,449 38,365 TELEMUS CAPITAL, LLC no change 10,000
SAGE FINANCIAL GROUP INC 9%1,436 17,137 ENCORE BANK NA no change 9,831
Garrett Investment Advisors LLC 16%1,333 9,908 Argent Advisors, Inc. no change 7,662
Better Money Decisions, LLC bought1,326 1,326 RMB Capital Management, LLC no change 7,745
SP Asset Management 3%1,257 37,595 Mayfair Advisory Group, LLC no change 7,612
Laurel Wealth Advisors, Inc. 12%1,249 11,504 Milestone Advisory Partners no change 7,400
White Lighthouse Investment Management Inc. 19%1,200 7,629 Adams Asset Advisors, LLC no change 7,307
Mutual Advisors, LLC 1%1,197 94,305 Security National Bank no change 7,779
Western Wealth Management, LLC 2%1,189 50,381 Winthrop Advisory Group LLC no change 8,248
Carnick & Kubik Group, LLC 5%1,154 24,513 OPTIMUM INVESTMENT ADVISORS no change 9,688
Relative Value Partners Group, LLC 7%1,112 16,172 UNIVEST CORP OF PENNSYLVANIA no change 9,814
WHITTIER TRUST CO OF NEVADA INC 10%1,108 11,692 GenWealth Group, Inc. no change 9,342
NVWM, LLC 2%1,084 67,566 EVOKE WEALTH, LLC no change 8,700
Valmark Advisers, Inc. 4%1,074 25,393 Merrion Investment Management Co, LLC no change 8,300
Moser Wealth Advisors, LLC 0%1,054 213,476 WEST CHESTER CAPITAL ADVISORS, INC no change 13,870
North Star Investment Management Corp. 2%1,046 47,855 WATERS PARKERSON & CO INC no change 14,049
Detalus Advisors, LLC 4%1,000 26,082 CAPITAL CITY TRUST CO/FL no change 37,916
Taddei, Ludwig & Associates, Inc. bought1,000 1,000 TOCQUEVILLE ASSET MANAGEMENT LP no change 39,369
Ballast, Inc. 10%960 10,930 Johnson Financial Group, Inc. no change 37,787
Kerntke Otto McGlone Wealth Management Group 1%920 141,951 KARPAS STRATEGIES LLC no change 34,375
Guidance Point Advisors, LLC 4%914 25,872 STALEY CAPITAL ADVISERS INC no change 31,100
Kovack Advisors, Inc. 4%872 25,548 MACKENZIE FINANCIAL CORP no change 82,027
WHITTIER TRUST CO 1%858 83,967 Sageworth Trust Co no change 110,704
TCI Wealth Advisors, Inc. 9%856 10,835 CONNING Asset Management Co. no change 781,359
Tradition Wealth Management, LLC 6%855 16,348 FUKOKU MUTUAL LIFE INSURANCE Co no change 1,135,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1%837 165,962 STIFEL FINANCIAL CORP no change 4,250
FineMark National Bank & Trust 6%833 14,645 Keebeck Wealth Management, LLC no change 433,725
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6%816 14,892 Northside Capital Management, LLC no change 273,143
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14%804 6,621 OPUS INVESTMENT MANAGEMENT INC no change 27,558
Kingfisher Capital LLC 7%775 11,137 ZEKE CAPITAL ADVISORS, LLC no change 27,322
Financeware, Inc. bought770 770 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ no change 15,329
NOTTINGHAM ADVISORS, INC. 3%749 22,329 ProVise Management Group, LLC no change 15,985
SkyOak Wealt, LLC 3%729 22,559 CHARTER TRUST CO no change 15,125
Goodman & Company, Investment Counsel Ltd. 2%712 30,523 FULTON BANK, N.A. no change 15,115
FOCUS Wealth Advisors, LLC 1%689 54,858 NEXT Financial Group, Inc no change 2,633
Gerber Kawasaki Wealth & Investment Management 8%689 9,019 STATE BANK & TRUST no change 16,258
Jacobi Capital Management LLC 6%683 12,922 Sabal Trust CO no change 16,942
Strategic Wealth Partners, Ltd. 9%678 8,030 MCDONALD PARTNERS LLC no change 20,912
Baltimore-Washington Financial Advisors, Inc. 0%657 281,803 PARSONS CAPITAL MANAGEMENT INC/RI no change 19,287
NBT BANK N A /NY 1%630 73,456 Rathbone Brothers plc no change 18,732
FORTEM FINANCIAL GROUP, LLC 2%625 34,312 Waldron, LP no change 18,539
Milestone Group, Inc. 1%624 51,923 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC no change 7,279
CoreFirst Bank & Trust bought600 600 LATEEF INVESTMENT MANAGEMENT/CA no change 7,115
PINNACLE ASSOCIATES LTD 1%595 52,465 American Research & Management Co. no change 700
Total Clarity Wealth Management, Inc. bought588 588 WASHINGTON TRUST CO no change 794
Samalin Investment Counsel, LLC 4%569 13,703 O'SHAUGHNESSY ASSET MANAGEMENT, LLC no change 686
Carroll Financial Associates, Inc. 9%532 6,480 SOA Wealth Advisors, LLC. no change 672
Omega Financial Group, LLC 7%530 8,197 Graves-Light Private Wealth Management, Inc. no change 562
EP Wealth Advisors, Inc. 3%527 17,721 Lehman & Derafelo Financial Resources LLC no change 801
Magnus Financial Group LLC 4%520 14,127 Grant Street Asset Management, Inc. no change 833
TRUSTCORE FINANCIAL SERVICES, LLC 100%500 1,000 HOWE & RUSLING INC no change 1,000
Carnegie Capital Asset Management, LLC 10%500 5,728 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 1,060
Elk River Wealth Management, LLC 3%500 20,309 AMERICAN INTERNATIONAL GROUP INC no change 1,000
WHITE PINE CAPITAL LLC 1%493 49,789 ADE, LLC no change 860
1ST SOURCE BANK 6%491 8,079 True Link Financial Advisors, LLC no change 841
HERON FINANCIAL GROUP, LLC 0%468 112,708 Horrell Capital Management, Inc. no change 500
Soltis Investment Advisors LLC 5%456 9,614 Mach-1 Financial Group, Inc. no change 408
Stelac Advisory Services LLC 1%444 33,173 Hanson Investment Management no change 153
King Wealth Management Group, LLC 2%437 27,413 MTM Investment Management, LLC no change 163
Betterment LLC 3%437 16,342 MEEDER ASSET MANAGEMENT INC no change 150
Freedman Financial Associates, Inc. bought416 416 TOTH FINANCIAL ADVISORY CORP no change 145
NORTHERN TRUST CORP 2%410 23,670 WOLFF WIESE MAGANA LLC no change 112
OXFORD FINANCIAL GROUP LTD 133%400 700 MARKSTON INTERNATIONAL LLC no change 200
Financial Management Professionals, Inc. 23%374 1,986 Iron Horse Wealth Management, LLC no change 205
Almanack Investment Partners, LLC. 6%372 6,133 QS Investors, LLC no change 291
Alpha Omega Wealth Management LLC 2%348 17,901 HC FINANCIAL ADVISORS INC no change 312
XML Financial, LLC 1%344 40,406 Private Capital Group, LLC no change 291
Bath Savings Trust Co 1%340 46,030 RITTER DANIHER FINANCIAL ADVISORY, LLC no change 290
Weaver Consulting Group 2%332 16,423 DIVIDEND GROWTH ADVISORS, LLC no change 208
Ancora Advisors, LLC 5%327 6,379 Vectors Research Management, LLC no change 1,100
Southern Wealth Management, LLP 4%309 8,965 Lowe fs, LLC no change 1,125
Valeo Financial Advisors, LLC 33%300 1,207 Palisade Asset Management, LLC no change 5,785
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2%300 14,822 LEAVELL INVESTMENT MANAGEMENT, INC. no change 5,840
FAGAN ASSOCIATES, INC. 2%295 12,243 HoyleCohen, LLC no change 5,645
HOEY INVESTMENTS, INC bought282 282 Calamos Advisors LLC no change 5,525
BURNS J W & CO INC/NY 0%276 108,603 Journey Advisory Group, LLC no change 5,513
SMITH SHELLNUT WILSON LLC /ADV 1%261 38,379 Ipswich Investment Management Co., Inc. no change 5,994
BENJAMIN F. EDWARDS & COMPANY, INC. 12%257 2,335 UNITED BANK /VA/ no change 6,000
LOGAN CAPITAL MANAGEMENT INC bought250 250 HERITAGE INVESTORS MANAGEMENT CORP no change 6,457
SALEM INVESTMENT COUNSELORS INC 0%250 90,475 LS Investment Advisors, LLC no change 6,550
Allred Capital Management, LLC bought244 244 Benchmark Wealth Management, LLC no change 6,414
D'Orazio & Associates, Inc. 2%240 10,304 Crewe Advisors LLC no change 6,182
TSFG, LLC 5%233 4,661 Raab & Moskowitz Asset Management LLC no change 6,006
WEATHERLY ASSET MANAGEMENT LP /ADV 1%232 28,843 Fernwood Investment Management, LLC no change 5,430
Winfield Associates, Inc. 0%214 71,544 Oakworth Capital, Inc. no change 4,456
Hartland & Co., LLC 7%193 2,778 S.A. Mason LLC no change 1,754
CapWealth Advisors, LLC 1%154 11,023 Clearview Wealth Advisors LLC no change 2,136
Aft, Forsyth & Company, Inc. 1%153 24,735 SIGNATUREFD, LLC no change 1,690
RPG Investment Advisory, LLC bought150 150 Affiance Financial, LLC no change 1,418
GODSEY & GIBB ASSOCIATES bought143 143 NORTHERN OAK CAPITAL MANAGEMENT INC no change 1,215
Pacitti Group Inc. 1%138 23,758 Moisand Fitzgerald Tamayo, LLC no change 2,203
Piscataqua Savings Bank bought134 134 Front Row Advisors LLC no change 2,525
AJ WEALTH STRATEGIES, LLC 0%130 82,957 Firestone Capital Management no change 3,955
Williams Jones Wealth Management, LLC. 2%116 7,116 HHM Wealth Advisors, LLC no change 3,670
MAGNOLIA CAPITAL ADVISORS LLC 1%114 8,994 M&R CAPITAL MANAGEMENT INC no change 3,100
RSM US WEALTH MANAGEMENT LLC 1%112 14,624 Wells Financial Advisors INC no change 2,880
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1%106 17,394 Beacon Capital Management, Inc. no change 2
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 0%104 29,868
Buffington Mohr McNeal 0%100 46,135
Massey, Quick & Co., LLC 20%100 590
INGALLS & SNYDER LLC 1%100 13,864
KMG FIDUCIARY PARTNERS, LLC 1%79 6,004
Pflug Koory, LLC 7%79 1,189
WestEnd Advisors, LLC 49%76 232
BRIGHTON JONES LLC 0%70 43,720
Mine & Arao Wealth Creation & Management, LLC. 1%59 7,566
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2%55 2,994
MARATHON CAPITAL MANAGEMENT 1%50 7,275
Bellecapital International Ltd. 0%50 33,349
Running Point Capital Advisors, LLC bought49 49
Harvest Investment Services, LLC 1%49 8,051
Coastal Capital Group, Inc. 0%36 11,657
Financial Gravity Wealth, Inc. bought35 35
First Heartland Consultants, Inc. 0%33 15,875
McClarren Financial Advisors, Inc. 1%29 3,701
Elgethun Capital Management 0%27 8,140
CAROLINAS WEALTH CONSULTING LLC 1%25 1,810
Atlas Private Wealth Management bought24 24
LIBERTY WEALTH MANAGEMENT LLC 0%22 5,674
PACIFIC CAPITAL WEALTH ADVISORS, INC 0%20 11,993
Arkfeld Wealth Strategies, L.L.C. 0%19 161,695
Element Wealth, LLC 1%15 1,877
Truvestments Capital LLC 1%9 1,723
Yale Capital CORP 0%9 24,182
Financial Enhancement Group LLC bought7 7
BALLAST ADVISORS LLC 1%7 1,391
Patriot Financial Group Insurance Agency, LLC 0%4 9,877
Plante Moran Financial Advisors Ltd Partnership 1%4 557
Mattern Wealth Management LLC 0%3 12,741
Winch Advisory Services, LLC 1%3 285
Pacifica Partners Inc. 0%3 1,001
Cottage Street Advisors LLC 0%2 13,059
CULLEN FROST BANKERS INC 0%2 8,830
HBC Financial Services, PLLC bought2 2
BELLEVUE ASSET MANAGEMENT, LLC 0%2 1,102
Mizuho Securities Co. Ltd. 3%2 81
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