Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
Progressive Corp.   (ticker: PGR)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 412,661,512
Previous Holdings: 411,172,057
Change: 0.36%
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)
AustralianSuper Pty Ltd bought2,134,086 2,134,086 WELLINGTON MANAGEMENT CO LLP 12%4,538,493 34,012,839
FMR LLC 34%2,116,632 8,266,610 ALGER FRED MANAGEMENT INC 100%1,911,816 6,325
MORGAN STANLEY bought1,809,350 1,809,350 ALLIANCEBERNSTEIN L.P. 17%1,464,152 7,358,291
Maj Invest Holding A/S 53%1,411,006 4,084,695 Rockefeller Capital Management L.P. 58%1,460,083 1,075,082
FIL Ltd 45%1,160,044 3,749,686 PIONEER INVESTMENT MANAGEMENT INC 25%1,320,145 3,934,078
GREAT WEST LIFE ASSURANCE CO /CAN/ bought1,147,969 1,147,969 J P MORGAN CHASE & CO 7%1,271,156 16,825,886
ING INVESTMENT MANAGEMENT LLC 89%997,791 2,123,483 Renaissance Technologies(Jim Simons) 88%1,224,601 166,895
VIKING GLOBAL INVESTORS LP (Andreas Halvorsen) bought895,126 895,126 WADDELL & REED FINANCIAL INC 99%1,059,412 12,131
CANADA PENSION PLAN INVESTMENT BOARD 905%856,864 951,590 Robeco Investment Management, Inc. 20%966,143 3,826,230
GQG Partners LLC 25%841,259 4,196,481 GLENMEDE TRUST CO NA 34%923,895 1,774,134
Goodman & Company, Investment Counsel Ltd. 26%773,351 3,718,853 Parkwood LLC 93%865,433 69,237
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 44%584,266 1,921,610 GOLDMAN SACHS GROUP INC 32%743,026 1,599,614
BANK OF MONTREAL /CAN/ 78%556,151 1,267,161 COOKE & BIELER LP 42%701,974 983,066
CITADEL ADVISORS LLC (Kenneth C. Griffin) 107%540,214 1,042,809 PANAGORA ASSET MANAGEMENT INC 93%585,096 46,045
TIMUCUAN ASSET MANAGEMENT INC/FL 38%513,578 1,882,717 MILLENNIUM MANAGEMENT LLC 82%409,822 88,095
Ceredex Value Advisors LLC 61%507,484 1,336,534 AMERIPRISE FINANCIAL INC 45%374,660 462,911
MARATHON ASSET MANAGEMENT LLP bought496,618 496,618 VICTORY CAPITAL MANAGEMENT INC 38%354,874 576,455
BT Investment Management Ltd 18,821%488,784 491,381 BANK OF AMERICA CORP /DE/ 8%332,963 3,846,925
HENDERSON GROUP PLC 4%483,708 11,810,620 WELLS FARGO & CO/MN 8%319,620 3,484,857
Egerton Capital (UK) LLP 18%451,171 3,015,521 PRICE T ROWE ASSOCIATES INC /MD/ 9%299,315 3,027,366
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,743%400,334 423,304 MARSHALL WACE ASIA Ltd 28%288,866 745,475
MACKENZIE FINANCIAL CORP 13%370,881 3,292,776 Sumitomo Mitsui Trust Holdings, Inc. 9%281,111 2,957,891
Susquehanna International Group, LLP 30%337,698 1,469,938 INVERNESS COUNSEL INC /NY/ 41%278,409 403,830
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 47%332,158 1,032,136 Clark Capital Management Group, Inc. sold253,303 0
STATE OF WISCONSIN INVESTMENT BOARD bought319,788 319,788 VANGUARD GROUP INC 1%252,985 48,263,533
EATON VANCE MANAGEMENT 16%298,533 2,157,571 LAZARD ASSET MANAGEMENT LLC 93%229,805 16,902
ZWJ INVESTMENT COUNSEL INC bought290,738 290,738 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 26%209,727 604,058
Invesco Ltd. 4%280,469 8,235,654 FIDUCIARY MANAGEMENT INC /WI/ 8%205,061 2,498,360
Wilkinson Global Asset Management LLC bought258,490 258,490 LEGAL & GENERAL GROUP PLC 5%201,189 4,248,861
HSBC HOLDINGS PLC 37%251,877 925,447 TimesSquare Capital Management, LLC 17%200,900 951,600
BARCLAYS PLC 33%249,801 1,008,284 MANGROVE PARTNERS sold186,197 0
RiverFront Investment Group, LLC bought240,375 240,375 Bank Julius Baer & Co. Ltd, Zurich 61%183,443 119,110
SG Americas Securities, LLC 4,128%234,099 239,770 Neuberger Berman Group LLC 5%182,491 3,430,134
NN Investment Partners Holdings N.V. 135%225,835 393,272 SCHARF INVESTMENTS, LLC 16%182,307 965,545
FIRST TRUST ADVISORS LP 10%176,462 1,974,431 Artemis Investment Management LLP 21%158,813 601,876
DIMENSIONAL FUND ADVISORS INC 8%176,325 2,259,931 UBS Group AG 13%153,234 1,010,447
DEUTSCHE BANK AG 3%176,204 5,645,342 NORTHERN TRUST CORP 2%152,564 6,630,031
VEREDUS ASSET MANAGEMENT LLC 50%170,810 510,176 TWO SIGMA ADVISERS, LLC 96%150,300 6,100
NORDEA INVESTMENT MANAGEMENT AB 35%170,295 655,357 Clearbridge Advisors, LLC 8%150,144 1,691,915
Madison Asset Management, LLC 11%166,474 1,681,984 D. E. Shaw & Co., INC. (David E. Shaw) 59%148,843 104,339
PineBridge Investments Ltd 222%165,773 240,488 BANK OF NOVA SCOTIA / 30%142,170 336,213
FORSTA AP-FONDEN bought158,500 158,500 RHUMBLINE ADVISERS 12%135,299 1,021,742
CITIGROUP INC 30%158,319 680,811 PRIMECAP MANAGEMENT CO/CA/ 6%134,830 2,233,430
PARAMETRIC PORTFOLIO ASSOCIATES 8%151,730 2,141,914 Unigestion Holding SA 21%129,016 478,474
Dai-Ichi Life Insurance Company, Ltd 381%148,997 188,098 BROWN BROTHERS HARRIMAN & CO 4%122,374 3,200,415
TWEEDY BROWNE CO LLC// bought136,403 136,403 ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 16%117,801 623,354
WEDGEWOOD PARTNERS INC bought134,104 134,104 BADGLEY PHELPS & BELL INC sold111,787 0
BloombergSan Investment Partners 18%128,532 833,762 STIFEL FINANCIAL CORP sold111,104 0
Edgestream Partners, L.P. bought117,716 117,716 Man Group plc 38%110,722 184,320
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 141%115,412 197,512 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC sold108,579 0
LOOMIS SAYLES & CO L P 955%109,431 120,884 Qube Research & Technologies Ltd 95%108,197 5,631
Capitolis Advisors LLC bought99,998 99,998 Connor, Clark & Lunn Investment Management Ltd. sold105,534 0
NORRIS PERNE & FRENCH LLP/MI bought99,959 99,959 ExodusPoint Capital Management, LP 95%100,590 5,510
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 17%97,533 660,490 TEXAS PERMANENT SCHOOL FUND sold99,635 0
Heritage Wealth Advisors bought95,036 95,036 APG All Pensions Group 2%93,837 3,854,538
YCG, LLC 62%94,029 245,474 NEW YORK STATE COMMON RETIREMENT FUND 6%91,140 1,454,529
STATE STREET CORP 0%93,319 25,358,960 TWO SIGMA INVESTMENTS LLC 33%90,798 182,246
TT International Asset Management LTD bought91,700 91,700 Lombard Odier Asset Management (Europe) Ltd 89%88,513 11,212
JAMES INVESTMENT RESEARCH INC bought89,977 89,977 Zurcher Kantonalbank (Zurich Cantonalbank) 32%76,575 160,690
Fulton Breakefield Broenniman LLC 49%87,164 264,168 State of Tennessee, Treasury Department 14%76,231 457,011
BRANDYWINE ASSET MANAGEMENT LLC 17%87,085 603,954 Daiwa Securities Group Inc. 71%75,369 30,392
BLAIR WILLIAM & CO/IL 7%86,555 1,269,790 CHARTWELL INVESTMENT PARTNERS, INC. 82%75,184 17,048
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 85%84,069 183,303 CONFLUENCE INVESTMENT MANAGEMENT LLC 5%72,296 1,395,856
Hexavest Inc. 93,927%80,777 80,863 AMERICAN CENTURY COMPANIES INC 7%71,624 893,169
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 107%78,800 152,400 CIBC WORLD MARKETS CORP 29%67,424 167,917
AGF FUNDS INC 1,103%77,276 84,284 SEI INVESTMENTS CO 19%65,306 285,170
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2%74,029 3,577,157 DUPONT CAPITAL MANAGEMENT 62%63,683 39,186
Nuveen Asset Management, LLC 463%73,437 89,295 River Road Asset Management, LLC 9%59,151 572,956
RAYMOND JAMES & ASSOCIATES 11%72,092 717,310 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24%54,585 174,542
Korea Investment CORP 9%71,670 849,970 DENALI ADVISORS LLC 73%54,000 19,700
Bank of New York Mellon CORP 1%68,497 4,674,237 JANE STREET GROUP, LLC 21%53,880 201,774
AIA Group Ltd bought66,523 66,523 Skandinaviska Enskilda Banken AB (publ) 28%52,149 136,673
PRINCIPAL FINANCIAL GROUP INC 2%64,946 4,075,588 BI Asset Management Fondsmaeglerselskab A/S sold46,418 0
Williams Jones Wealth Management, LLC. 52%64,407 187,658 RMB Capital Management, LLC 11%45,804 353,883
Blueshift Asset Management, LLC bought58,411 58,411 Gradient Investments LLC 100%43,542 22
Chicago Capital, LLC 9%53,734 660,520 LATEEF INVESTMENT MANAGEMENT/CA 14%42,331 268,147
NorthCoast Asset Management LLC 18%52,933 347,356 Quadrature Capital Ltd sold41,223 0
TEACHER RETIREMENT SYSTEM OF TEXAS 14%52,070 422,206 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 5%40,176 752,106
CIBC Global Asset Management Inc 10%47,012 532,613 LONDON CO OF VIRGINIA 5%38,815 690,455
Swiss National Bank 2%47,000 2,752,506 GEODE CAPITAL MANAGEMENT LLC 0%36,869 10,261,108
Walleye Trading LLC 57%45,553 125,242 SYCOMORE ASSET MANAGEMENT sold35,000 0
DekaBank Deutsche Girozentrale 5%44,798 1,014,392 BOGLE INVESTMENT MANAGEMENT L P /DE/ sold34,863 0
HighTower Advisors, LLC 37%41,811 155,087 NISA INVESTMENT ADVISORS L L C 13%34,639 233,763
Elo Mutual Pension Insurance Co bought41,620 41,620 BRISTOL JOHN W & CO INC /NY/ 2%34,387 1,347,827
ROYAL LONDON ASSET MANAGEMENT LTD 4%41,121 1,115,988 NEXT CENTURY GROWTH INVESTORS LLC sold33,450 0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 11%39,819 391,221 SUNRISE PARTNERS LLC /CT 87%32,585 4,874
FRANKLIN RESOURCES INC 29%39,166 176,053 Chevy Chase Trust Holdings, Inc. 7%32,278 435,473
DIAM Co., Ltd. 12%38,984 366,004 SENTRY INVESTMENT MANAGEMENT INC 83%30,162 6,312
REGIONS FINANCIAL CORP bought37,826 37,826 Banco de Sabadell, S.A sold29,472 0
Andra AP-fonden 43%37,500 125,600 CREDIT SUISSE/ 2%27,260 1,531,571
Handelsbanken Fonder AB 26%35,505 173,584 Wakefield Asset Management LLLP sold26,222 0
AMP Capital Investors Ltd 12%35,386 323,048 BRIDGEWAY CAPITAL MANAGEMENT INC sold25,820 0
CENTRAL SECURITIES CORP 9%35,000 435,000 OSSIAM 42%25,522 35,749
WOLVERINE TRADING, LLC 28%34,329 158,016 BNP Paribas Investment Partners S.A. 10%25,037 233,152
JLB & ASSOCIATES INC 232%32,177 46,056 ADAGE CAPITAL PARTNERS GP LLC 4%24,800 637,585
NICOLA WEALTH MANAGEMENT LTD. 43%32,000 106,600 NEW VERNON INVESTMENT MANAGEMENT LLC sold24,327 0
MT LUCAS MANAGEMENT CORP bought31,048 31,048 ALPS ADVISERS INC sold23,665 0
B. Metzler seel. Sohn & Co. Holding AG bought29,768 29,768 SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1%23,322 2,647,896
CONGRESS ASSET MANAGEMENT CO /MA 3%28,469 937,363 Winton Capital Group Ltd 73%23,179 8,440
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 147%28,017 47,058 EARNEST PARTNERS LLC 3%22,733 751,033
Atlantic Trust Group, LLC 480%27,805 33,602 Wealth Builders sold22,307 0
NATIXIS 277%27,234 37,081 Janney Montgomery Scott LLC 20%21,508 86,818
Standard Life Aberdeen plc 9%26,731 313,434 WESTWOOD HOLDINGS GROUP INC sold21,457 0
HUSSMAN ECONOMETRICS ADVISORS, INC. 253%25,800 36,000 Russell Investments Group, Ltd. 2%21,058 857,900
Public Sector Pension Investment Board 21%25,648 146,525 Gyroscope Capital Management Group, LLC 60%20,760 13,700
Carnegie Capital Asset Management, LLC 11%25,350 248,347 M&G INVESTMENT MANAGEMENT LTD 14%19,853 117,785
Summit Global Investments 118%25,228 46,622 Lombard Odier Asset Management (Switzerland) SA sold19,010 0
CCM PARTNERS 108%24,900 47,989 LOEWS CORP 15%19,000 110,000
ING GROEP NV 161%24,449 39,615 Bayesian Capital Management, LP sold18,800 0
Mitsubishi UFJ Securities International PLC 11%21,000 210,000 JUPITER ASSET MANAGEMENT LTD sold18,261 0
Mitsubishi UFJ Asset Management Co., Ltd. 12%20,985 194,877 TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) sold17,932 0
AXA 7%20,823 331,816 WRIGHT INVESTORS SERVICE INC 57%17,447 13,153
Stratos Wealth Partners, LTD. 86%20,758 45,005 Retirement Systems of Alabama 7%16,716 218,476
Richard P Slaughter Associates Inc bought20,328 20,328 State of New Jersey Common Pension Fund D 4%16,127 359,521
VILLERE ST DENIS J & CO LLC 2%19,750 844,989 SIMPLEX TRADING, LLC 88%15,443 2,167
PGGM Investments 7%19,691 302,467 Axiom Investment Management LLC sold15,241 0
Banque Cantonale Vaudoise bought19,309 19,309 CNA FINANCIAL CORP 25%15,000 45,000
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 35%18,932 73,172 Centiva Capital, LP sold14,616 0
Achmea Investment Management B.V. 39%18,514 66,068 W. E. Donoghue & Co., LLC sold14,401 0
DUDLEY & SHANLEY, LLC 6%18,475 304,710 SHELL ASSET MANAGEMENT CO 11%14,282 118,941
Te Ahumairangi Investment Management Ltd 73%17,800 42,293 BP PLC 3%13,729 400,272
Capstone Investment Advisors, LLC 4%17,600 480,200 CREDIT AGRICOLE S A 11%13,645 114,212
44 WEALTH MANAGEMENT LLC bought17,035 17,035 Patton Fund Management, Inc. sold13,040 0
WESBANCO BANK INC bought16,339 16,339 RENAISSANCE GROUP LLC 4%12,886 297,903
National Pension Service 2%16,143 858,303 REINHART MAHONEY CAPITAL MANAGEMENT INC 9%12,583 130,906
Trexquant Investment LP bought16,005 16,005 CIBC World Markets Inc. 28%12,268 30,820
ENVESTNET ASSET MANAGEMENT INC 3%15,794 481,011 H D Vest Advisory Services 80%12,193 2,957
MARKEL CORP(Tom Gayner) 2%15,600 692,100 Tower Research Capital LLC sold12,184 0
TD ASSET MANAGEMENT INC 6%15,547 259,074 Cutler Group LP 88%11,900 1,700
Courant Investment Management LLC 13%15,400 137,826 Cubist Systematic Strategies, LLC 37%11,706 20,116
UNITED CAPITAL FINANCIAL ADVISERS,INC. 38%15,349 55,695 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 6%11,500 184,927
Private Advisor Group, LLC bought15,253 15,253 GUGGENHEIM CAPITAL LLC 3%10,738 311,055
Mount Yale Investment Advisors, LLC 35%15,102 58,123 AlphaCrest Capital Management LLC sold10,556 0
THOMPSON SIEGEL & WALMSLEY LLC 12%14,613 140,291 LPL Financial CORP 8%10,321 117,915
HRT FINANCIAL LLC bought14,480 14,480 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1%10,277 795,716
Quantitative Systematic Strategies LLC bought13,992 13,992 Paragon Advisors, LLC sold10,252 0
ROTHSCHILD INVESTMENT CORP /IL 68%13,238 32,675 Matarin Capital Management, LLC 26%10,018 28,050
Sciencast Management LP bought13,151 13,151 ORLEANS CAPITAL MANAGEMENT CORP/LA 46%10,000 11,840
Ergoteles LLC 550%13,106 15,490 Affinity Investment Advisors, LLC sold9,964 0
SCOTIA CAPITAL INC. 441%12,619 15,481 M&T BANK CORP 14%9,959 62,834
Baird Financial Group, Inc. 1%12,334 1,013,654 STRS OHIO 4%9,691 210,906
Cohen Klingenstein, LLC bought12,000 12,000 SCHRODER INVESTMENT MANAGEMENT GROUP sold9,269 0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1%11,899 1,068,332 Arizona State Retirement System 5%9,043 165,024
Calamos Wealth Management LLC bought11,600 11,600 LFL Advisers, LLC 8%8,925 109,819
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC bought11,553 11,553 Grantham, Mayo, Van Otterloo & Co. LLC 19%8,400 34,838
Vontobel Holding Ltd. bought11,437 11,437 ONTARIO TEACHERS PENSION PLAN BOARD 42%8,395 11,445
JustInvest LLC bought11,136 11,136 MANUFACTURERES LIFE INSURANCE CO 7%8,312 113,962
Quantbot Technologies LLC bought11,116 11,116 QS Investors, LLC 47%8,246 9,208
Covey Capital Advisors, LLC 63%10,771 27,738 National Asset Management, Inc. sold8,190 0
Syntal Capital Partners, LLC bought10,717 10,717 HANCOCK HOLDING CO 4%8,000 180,829
Robeco Institutional Asset Management B.V. 1%10,585 837,728 Livforsakringsaktiebolaget Skandia (publ) 47%7,800 8,728
Gotham Asset Management, LLC 317%10,453 13,746 TWO SIGMA SECURITIES, LLC 58%7,694 5,500
Venture Visionary Partners LLC bought9,952 9,952 CSat Investment Advisory, L.P. sold7,565 0
TOEWS CORP /ADV bought9,900 9,900 JEFFERIES GROUP INC /DE/ 49%7,332 7,668
RiverPark Advisors, LLC bought9,770 9,770 Kohmann Bosshard Financial Services, LLC sold7,160 0
Maryland State Retirement & Pension System bought9,474 9,474 Gulf International Bank (UK) Ltd 5%7,136 126,820
Delta Investment Management, LLC bought9,430 9,430 MONETARY MANAGEMENT GROUP INC 30%6,950 16,535
HUTCHINSON CAPITAL MANAGEMENT/CA 5%9,178 192,013 LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 66%6,769 3,515
Capco Asset Management, LLC 2%8,854 398,883 BANK OF HAWAII sold6,677 0
Advisors Asset Management, Inc. 13%8,529 74,128 Corient Capital Partners, LLC sold6,419 0
Mn Services Vermogensbeheer B.V. 2%8,500 514,873 MetLife Investment Advisors, LLC 4%6,208 142,215
AMERICAN INTERNATIONAL GROUP INC 4%7,958 235,037 Koshinski Asset Management, Inc. sold6,134 0
COMMONWEALTH EQUITY SERVICES, LLC. 14%7,823 65,469 Rikoon Group, LLC sold5,712 0
Epoch Investment Partners Inc. 28%7,764 35,307 Steel Canyon Capital, LLC 8%5,700 70,256
FIERA SCEPTRE INC. 3%7,690 259,525 RAYMOND JAMES TRUST CO 23%5,630 18,983
Alamar Capital Management, LLC 32%7,493 31,252 Brave Warrior Advisors, LLC 0%5,588 1,650,000
CANANDAIGUA NATIONAL CORP bought7,467 7,467 AMF Pensionsforsakring AB 2%5,128 332,378
BB&T CORP 5%7,466 163,871 Bragg Financial Advisors, Inc 6%5,044 80,999
Cedar Brook Financial Partners, LLC bought7,353 7,353 Quantitative Investment Management, LLC sold5,008 0
MERCER GLOBAL ADVISORS INC /ADV 21%6,896 39,754 LOUNTZIS ASSET MANAGEMENT, LLC 5%4,991 100,844
ProShare Advisors LLC 6%6,798 122,000 DUALITY ADVISERS, LP sold4,960 0
IFM Investors Pty Ltd 12%6,656 63,026 FIFTH THIRD BANCORP 5%4,919 88,175
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31%6,612 28,058 CX Institutional 23%4,798 16,427
IndexIQ Advisors LLC 19%6,358 40,189 MIRABELLA FINANCIAL SERVICES LLP sold4,571 0
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 19%6,331 39,791 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4%4,261 105,509
Raymond James Financial Services Advisors, Inc. 5%6,329 137,867 KBC Group NV 4%4,256 109,340
Polaris Wealth Advisers, LLC bought6,282 6,282 Jump Financial, LLC sold4,200 0
CAMBRIDGE TRUST CO 3%6,214 237,621 METROPOLITAN LIFE INSURANCE CO/NY 5%4,023 84,461
MD Financial Management Inc. bought6,200 6,200 Quantinno Capital Management LP sold3,956 0
Kestra Advisory Services, LLC 22,129%6,196 6,224 Selective Wealth Management 11%3,900 31,100
Empirical Finance, LLC bought6,078 6,078 Liberty Capital Management, Inc. 23%3,883 13,118
IFP Advisors, Inc 20%5,963 35,611 OLD NATIONAL BANCORP /IN/ 20%3,758 15,029
PRUDENTIAL FINANCIAL INC 1%5,852 460,641 OXFORD FINANCIAL GROUP LTD 25%3,622 11,098
Tuttle Tactical Management LLC bought5,760 5,760 VAUGHAN DAVID INVESTMENTS INC/IL 1%3,578 282,902
Source Financial Advisors LLC bought5,732 5,732 Wealth Advisory Solutions, LLC sold3,556 0
TMD Wealth Management, LLC bought5,615 5,615 FINANCIAL COUNSELORS INC 8%3,554 40,111
Kingfisher Capital LLC 26%5,508 26,656 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 7%3,500 48,750
CLS INVESTMENT FIRM, LLC bought5,495 5,495 BROWN ADVISORY HOLDINGS INC 10%3,454 32,218
Salvus Wealth Management, LLC 15%5,483 42,700 NOMURA HOLDINGS INC 14%3,449 21,179
Cetera Investment Advisers bought5,454 5,454 Atom Investors LP sold3,435 0
GeoWealth Management, LLC bought5,282 5,282 ARP AMERICAS LLC sold3,400 0
CULLEN FROST BANKERS INC 7%5,235 85,552 KEYBANK NATIONAL ASSOCIATION/OH 3%3,224 95,099
Mariner Wealth Advisors, LLC 38%5,216 19,111 BURNEY CO/ 27%3,200 8,519
FEDERATED INVESTORS INC /PA/ 98%5,203 10,526 TCF National Bank 22%3,160 10,888
WASHINGTON TRUST BANK 7%5,036 74,638 Modera Wealth Management, LLC sold3,086 0
AE Wealth Management LLC 25%5,022 25,272 BROOKFIELD ASSET MANAGEMENT INC. 22%3,003 10,424
Utah Retirement Systems 4%5,000 117,189 HALLMARK CAPITAL MANAGEMENT INC 1%2,975 202,832
Aperio Group, LLC 1%4,721 551,164 HARTFORD INVESTMENT MANAGEMENT CO 4%2,958 63,924
Circle Wealth Management, LLC 89%4,719 10,041 MCDONALD CAPITAL INVESTORS INC/CA 0%2,927 1,856,529
Livingston Group Asset Management CO (operating as Southport Capital Management) bought4,719 4,719 DALTON GREINER HARTMAN MAHER & CO sold2,920 0
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 13%4,645 41,118 RWM Asset Management, LLC 78%2,736 764
ALPHASIMPLEX GROUP, LLC 76%4,590 10,593 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 3%2,671 94,714
Venturi Wealth Management, LLC 5%4,514 94,691 A.R.T. Advisors, LLC sold2,634 0
BCJ Capital Management, LLC bought4,510 4,510 MOODY NATIONAL BANK TRUST DIVISION sold2,605 0
Lineweaver Wealth Advisors, LLC 68%4,486 11,115 Arabesque Asset Management Ltd sold2,604 0
AVIVA PLC 2%4,472 193,373 SPRINGBOK CAPITAL MANAGEMENT, LLC sold2,462 0
Diversified Trust Co bought4,446 4,446 Apollon Wealth Management, LLC sold2,460 0
DAVIDSON INVESTMENT ADVISORS 5%4,385 99,144 BRIGHTON JONES LLC sold2,450 0
COLONY GROUP LLC bought4,325 4,325 Penserra Capital Management LLC sold2,392 0
Holocene Advisors, LP bought4,260 4,260 PEOPLES BANK NATIONAL ASSOCIATION sold2,328 0
Iron Financial, LLC bought4,195 4,195 Buckingham Asset Management, LLC 12%2,323 16,511
IEQ CAPITAL, LLC bought4,186 4,186 UBP Investment Advisors SA sold2,319 0
Pathstone Family Office, LLC 68,217%4,093 4,099 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 40%2,300 3,416
EVERETT HARRIS & CO /CA/ 1%4,042 362,283 STRATEGY ASSET MANAGERS LLC sold2,286 0
BAILARD, INC. 5%3,825 83,003 Teza Capital Management LLC 50%2,276 2,317
CenterStar Asset Management, LLC 5%3,787 76,487 OPPENHEIMER ASSET MANAGEMENT INC 1%2,141 234,718
DEFINED WEALTH MANAGEMENT, LLC bought3,610 3,610 ACADIAN ASSET MANAGEMENT LLC 22%2,137 7,749
HENNESSY ADVISORS INC 13%3,600 31,500 1ST SOURCE BANK sold2,091 0
ARTHUR M. COHEN & ASSOCIATES, LLC 14%3,465 28,550 PARK AVENUE SECURITIES LLC 27%2,072 5,620
Regal Investment Advisors, LLC bought3,431 3,431 Mariner Quantitative Solutions, LLC sold2,057 0
Sontag Advisory, LLC 86%3,344 7,253 DAVENPORT & CO LLC sold2,042 0
Main Street Financial Solutions, LLC bought3,334 3,334 Pacer Advisors, Inc. 5%2,018 34,686
MEIJI YASUDA LIFE INSURANCE CO bought3,299 3,299 FIRST SABREPOINT CAPITAL MANAGEMENT LP 3%2,000 75,000
BENJAMIN EDWARDS INC bought3,272 3,272 North Star Investment Management Corp. sold1,950 0
VAN ECK ASSOCIATES CORP 8%3,266 44,049 PROSPECTOR PARTNERS LLC 2%1,950 118,550
Center for Financial Planning, Inc. bought3,260 3,260 WINSLOW ASSET MANAGEMENT INC 11%1,940 15,217
LSV ASSET MANAGEMENT 3%3,100 118,900 Eqis Capital Management, Inc. 34%1,883 3,696
Mitsubishi UFJ Trust & Banking Corp 7%3,072 47,965 Alaska Retirement Management Board 1%1,862 130,880
BRIDGES INVESTMENT MANAGEMENT INC 1%3,071 290,856 We Are One Seven, LLC 7%1,804 24,838
Ativo Capital Management LLC bought3,070 3,070 ANCHOR CAPITAL ADVISORS INC 1%1,803 221,802
US BANCORP DE 1%3,043 222,997 South Dakota Investment Council 5%1,800 35,468
PATTEN & PATTEN INC/TN 2%3,027 179,861 Douglass Winthrop Advisors, LLC 36%1,775 3,170
MDAM Asset Management Co., Ltd. 19%3,010 18,577 Asset Management Investors, LLC 2%1,743 87,169
Sequoia Financial Advisors, LLC 74%2,973 7,011 Private Capital Group, LLC 70%1,734 739
MARIETTA INVESTMENT PARTNERS LLC 8%2,930 39,221 Cornerstone Investment Partners, LLC 1%1,728 323,501
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 3%2,895 115,315 IBM Retirement Fund 8%1,721 19,995
CENTRAL BANK & TRUST CO 4%2,857 70,970 CWM, LLC 5%1,719 29,830
COLDSTREAM CAPITAL MANAGEMENT INC bought2,848 2,848 FDx Advisors, Inc. 29%1,655 4,105
MACKAY SHIELDS LLC 3%2,809 112,162 SPEECE THORSON CAPITAL GROUP INC 1%1,645 108,830
CI INVESTMENTS INC. 191%2,796 4,263 Pinnacle Wealth Planning Services, Inc. sold1,625 0
Orion Portfolio Solutions, LLC bought2,796 2,796 COMMERCE BANK N A/MO 4%1,606 37,998
Coastal Investment Advisors, Inc. bought2,771 2,771 Interchange Capital Partners, LLC sold1,599 0
One Wealth Advisors, LLC bought2,686 2,686 Harvest Fund Management Co., Ltd sold1,581 0
Assenagon Asset Management S.A. bought2,632 2,632 Intellectus Partners, LLC 28%1,570 4,000
Beaumont Financial Partners, LLC 4%2,617 62,739 Laffer Investments sold1,528 0
JACOBS LEVY EQUITY MANAGEMENT INC bought2,526 2,526 Advisory Services Network, LLC 7%1,521 20,596
OCCUDO QUANTITATIVE STRATEGIES LP bought2,450 2,450 PROEQUITIES, INC. 63%1,458 857
Toroso Investments, LLC bought2,409 2,409 TORONTO DOMINION BANK 30%1,450 3,322
RDA Financial Network bought2,392 2,392 MASON STREET ADVISORS LLC 2%1,438 80,782
Ensign Peak Advisors, Inc 1%2,377 167,176 STEPHENSON NATIONAL BANK & TRUST sold1,435 0
Sound View Wealth Advisors Group, LLC 80%2,334 5,266 GoodHaven Capital Management, LLC 5%1,425 28,675
Resonant Capital Advisors, LLC 9%2,318 27,621 Granite Investment Advisors, Inc. 2%1,423 74,930
THOROUGHBRED FINANCIAL SERVICES, LLC bought2,317 2,317 USCA RIA LLC 5%1,398 27,052
Fosun International Ltd bought2,295 2,295 CITIZENS FINANCIAL GROUP INC/RI 1%1,346 120,980
Intrua Financial, LLC bought2,285 2,285 ADVANTUS CAPITAL MANAGEMENT INC 2%1,313 52,593
Polar Securities Inc. bought2,250 2,250 ATRIA INVESTMENTS LLC 3%1,291 43,776
Illinois Municipal Retirement Fund 16%2,245 16,080 CAPROCK Group, Inc. 29%1,239 2,982
Campion Asset Management bought2,210 2,210 EDMOND DE ROTHSCHILD HOLDING S.A. sold1,228 0
TRUST CO OF VERMONT bought2,208 2,208 Redpoint Investment Management Pty Ltd 6%1,181 17,317
BFT FINANCIAL GROUP, LLC bought2,169 2,169 Steward Partners Investment Advisory, LLC 10%1,163 10,322
Global Strategic Investment Solutions, LLC bought2,160 2,160 People's United Financial, Inc. 1%1,151 88,390
FIDUCIARY TRUST CO 30%2,150 9,365 Veritable, L.P. 4%1,118 30,312
Legacy Advisors, LLC bought2,140 2,140 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA sold1,107 0
TIEDEMANN WEALTH MANAGEMENT, LLC bought2,122 2,122 World Asset Management Inc 6%1,076 16,095
Engineers Gate Manager LP 36%2,098 7,870 DEARBORN PARTNERS LLC 16%1,046 5,469
Ruane, Cunniff & Goldfarb L.P. bought2,076 2,076 PUTNAM INVESTMENTS LLC 29%1,041 2,562
Winfield Associates, Inc. 8%1,983 27,626 BANK OF STOCKTON 7%1,020 12,656
Vestmark Advisory Solutions, Inc. 10%1,982 21,942 HANSEATIC MANAGEMENT SERVICES INC sold1,018 0
SRB Corp 30%1,923 8,330 DIAMANT ASSET MANAGEMENT, INC. 3%965 32,315
STEPHENS INC /AR/ 5%1,922 43,531 Asset Dedication, LLC 13%938 6,305
CARRET ASSET MANAGEMENT 6%1,900 36,150 TCTC Holdings, LLC 9%923 9,227
Belpointe Asset Management LLC bought1,900 1,900 BBVA USA BANCSHARES INC 3%921 34,849
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 3%1,852 67,249 Equitable Holdings, Inc. 3%901 26,296
Sigma Planning Corp 39%1,805 6,473 REGENTATLANTIC CAPITAL LLC 5%890 15,660
Strategic Investment Advisors / MI 12%1,798 17,021 PACES FERRY WEALTH ADVISORS, LLC sold874 0
Advisors Preferred, LLC 62%1,777 4,656 JT Stratford LLC 4%874 22,123
Stratos Wealth Advisors, LLC 16%1,760 12,457 Van Cleef Asset Management,Inc 0%866 842,730
DAVIDSON D A & CO 40%1,734 6,021 FIRST HAWAIIAN BANK 3%847 30,877
SEEYOND 6%1,716 32,606 Mirae Asset Global Investments Co., Ltd. 1%843 72,984
Kemnay Advisory Services Inc. 25%1,685 8,364 Horizon Investment Services, LLC 2%815 40,864
CIM, LLC 1%1,656 165,640 BRADLEY FOSTER & SARGENT INC/CT 15%800 4,716
Kentucky Retirement Systems 5%1,653 35,779 Goss Wealth Management LLC 13%774 5,155
Impax Asset Management Group plc 10%1,644 17,801 PARSONS CAPITAL MANAGEMENT INC/RI 2%729 33,366
Creative Planning 9%1,632 19,457 Ballentine, Finn & Company, Inc. 12%703 5,103
PITCAIRN CO 27%1,588 7,415 ARBOR TRUST WEALTH ADVISORS, LLC 25%700 2,150
Capital Research Global Investors 0%1,549 2,005,404 BIDWELL C M & ASSOCIATES LTD/ 53%697 623
CIGNA INVESTMENTS INC /NEW 8%1,527 20,482 HARVEST GROUP WEALTH MANAGEMENT, LLC sold682 0
FIS GROUP, INC. 4%1,503 42,843 MML INVESTORS SERVICES, LLC 3%681 22,237
OSTERWEIS CAPITAL MANAGEMENT INC 0%1,465 368,935 CONNING Asset Management Co. 8%680 8,006
Empirical Financial Services, LLC 27%1,425 6,653 WEIK INVESTMENT SERVICES INC 1%653 106,597
TOCQUEVILLE ASSET MANAGEMENT LP 1%1,417 168,957 Fisher Asset Management, LLC(Kenneth L. Fisher) 3%631 20,696
Legacy Wealth Asset Management, LLC 51%1,397 4,131 Founders Financial Alliance, LLC sold610 0
Standard Family Office LLC bought1,366 1,366 Evercore Wealth Management, LLC 3%602 22,700
Clarius Group, LLC 31%1,342 5,726 PICTET ASSET MANAGEMENT LTD 0%600 290,822
MAI Wealth Advisors 8%1,269 16,287 BALASA DINVERNO & FOLTZ LLC 20%584 2,305
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1%1,265 148,087 Oakmont Partners LLC 1%535 37,850
Systematic Alpha Investments, LLC bought1,257 1,257 Johnson Financial Group, Inc. 12%531 3,722
Shepherd Financial Partners LLC 6%1,218 21,630 LS Investment Advisors, LLC 2%513 23,143
Multi-Financial Securities Corp 32%1,201 4,897 Chesapeake Wealth Management 15%485 2,794
HENDLEY & CO INC 1%1,190 81,645 BRYN MAWR TRUST CO/PA 11%462 3,820
EXCHANGE TRADED CONCEPTS, LLC 21%1,188 6,812 12th Street Asset Management Company, LLC 0%449 318,520
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC bought1,160 1,160 Diversified, LLC sold435 0
ENCOMPASS WEALTH ADVISORS, LLC bought1,160 1,160 Summit Investment Advisors, Inc. 5%434 8,625
Pearl River Capital, LLC 28%1,131 5,191 Crossmark Global Holdings, Inc. 1%420 34,537
NOMURA ASSET MANAGEMENT CO LTD 1%1,101 170,799 Lafayette Investments, Inc. 0%409 102,370
BERKSHIRE ASSET MANAGEMENT INC/PA 23%1,089 5,888 WHITTIER TRUST CO 1%361 47,822
Wealthfront Advisers LLC 3%1,079 34,002 Global Retirement Partners, LLC 29%358 887
Altium Wealth Management LLC 36%1,063 4,004 Savant Capital Management Inc 5%355 6,798
Tacita Capital Inc bought1,048 1,048 Meridian Wealth Management, LLC 6%353 5,374
Wealthcare Advisory Partners LLC bought1,036 1,036 Coyle Financial Counsel, Inc. 1%351 31,933
Kentucky Retirement Systems Insurance Trust Fund 7%1,000 16,338 Biltmore Capital Advisors LLC sold349 0
Grandview Asset Management LLC bought1,000 1,000 LIBERTY WEALTH MANAGEMENT LLC 92%333 28
Capital World Investors 0%976 8,033,024 Vident Investment Advisory, LLC 1%333 27,178
Buckingham Capital Management, Inc. 4%939 22,489 WETHERBY ASSET MANAGEMENT INC 2%314 20,594
FIRST BUSINESS FINANCIAL SERVICES, INC. 12%936 8,708 Argent Trust Co 4%312 7,476
Ipswich Investment Management Co., Inc. 2%925 44,582 Butler Wick Trust CO 4%312 8,142
Treasurer of the State of North Carolina 0%920 256,328 FUKOKU MUTUAL LIFE INSURANCE Co 7%300 3,800
Eukles Asset Management 12%919 8,274 STATE TREASURER STATE OF MICHIGAN 0%300 162,875
Factorial Partners, LLC 11%900 9,100 BECK MACK & OLIVER LLC 1%275 25,210
SALIENT TRUST CO LTA 1%900 60,967 Coastline Trust CO 3%275 10,005
Prime Capital Investment Advisors, LLC 4%894 23,001 SIGMA INVESTMENT COUNSELORS INC 2%257 10,706
GREENLEAF TRUST 11%894 9,337 BESSEMER GROUP INC 2%253 13,277
Verdence Capital Advisors LLC 3%878 27,095 Arden Trust Co 3%252 8,105
Ethic Inc. 23%871 4,623 SevenBridge Financial Group, LLC 7%250 3,226
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3%839 34,349 J. W. Coons Advisors, LLC 7%250 3,150
Trust Asset Management LLC 22%837 4,698 HM PAYSON & CO 43%248 335
Vantage Consulting Group Inc bought836 836 Krasney Financial LLC 3%246 8,387
McKinley Carter Wealth Services, Inc. 17%831 5,854 Sawtooth Asset Management, Inc. 2%223 12,736
GHP Investment Advisors, Inc. 2%824 50,395 HUNTINGTON NATIONAL BANK 2%217 10,978
FFCM LLC 5%748 15,894 Verition Fund Managegment LLC 4%215 5,797
Compagnie Lombard, Odier SCA 87%692 1,492 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 6%211 3,077
ALLSTATE CORP 4%689 16,935 WELCH & FORBES LLC 0%200 43,147
Perigon Wealth Management, LLC bought680 680 Northwest Bancshares, Inc. 4%198 4,765
Artisan Partners Limited Partnership 0%649 6,051,154 Burns Wealth Management, Inc. 4%193 4,315
MONTAG A & ASSOCIATES INC bought641 641 Lantz Financial LLC 1%187 19,230
Capital Asset Advisory Services LLC bought624 624 Integrated Wealth Concepts LLC 8%176 2,039
FULTON BANK, N.A. 8%618 8,219 BANK OF NOVA SCOTIA TRUST CO 2%176 8,188
Summit Asset Management, LLC 4%600 15,450 Pineno Levin & Ford Asset Management, Inc. 0%175 60,184
Aptus Capital Advisors, LLC 3%548 20,210 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2%173 7,915
Sowell Financial Services LLC 4%527 13,473 HERON FINANCIAL GROUP, LLC 3%169 4,844
OPPENHEIMER & CO INC 21%522 3,017 Spears Abacus Advisors LLC 6%162 2,388
TOMPKINS FINANCIAL CORP bought500 500 Peak Asset Management, LLC 4%154 3,833
ZEVENBERGEN CAPITAL INVESTMENTS LLC 4%500 12,900 Prestige Wealth Management Group LLC 50%152 151
Symmetry Partner, LLC 4%499 14,151 PINNACLE FINANCIAL PARTNERS INC 3%141 4,114
CHILTON CAPITAL MANAGEMENT LLC 0%497 129,044 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2%138 7,431
Sumitomo Mitsui Asset Management Company, LTD 1%494 42,570 TrimTabs Asset Management, LLC 1%126 20,095
NWAM LLC 18%466 3,041 WEATHERLY ASSET MANAGEMENT LP /ADV 4%125 3,326
Marble Harbor Investment Counsel, LLC 1%450 89,256 MIROVA sold124 0
Parallel Advisors, LLC 12%406 3,710 CWS Financial Advisors, LLC 1%121 9,463
Focused Wealth Management, Inc 201%387 580 CNB Bank 4%117 2,877
Veriti Management LLC 6%376 6,985 V Wealth Management,LLC 0%114 22,988
CVA Family Office, LLC bought355 355 LAKE STREET ADVISORS GROUP, LLC 1%100 6,985
CHILDRESS CAPITAL ADVISORS, LLC bought352 352 QUADRANT CAPITAL GROUP LLC 6%99 1,654
Gilbert & Cook, Inc. 13%346 3,064 HUNTINGTON ASSET ADVISORS, INC. sold98 0
WP Advisors, LLC 5%341 7,176 WENDELL DAVID ASSOCIATES INC 2%95 4,333
MACRO Consulting Group 2%340 20,092 Crewe Advisors LLC sold90 0
SRS Capital Advisors, Inc. 22%332 1,874 TCI Wealth Advisors, Inc. 19%85 355
Stonehearth Capital Management, LLC 7%322 5,151 TriaGen Wealth Management LLC 0%83 17,938
Bank of Marin 6%320 5,921 Empire Life Investments Inc. 0%78 222,455
Arkadios Wealth Advisors 409%319 397 JONES FINANCIAL COMPANIES LLLP 3%75 2,897
MEEDER ASSET MANAGEMENT INC 10%311 3,393 Norway Savings Bank sold75 0
6 Meridian 15%307 2,396 UMB BANK N A/MO 1%73 9,489
BENJAMIN F. EDWARDS & COMPANY, INC. 23%304 1,648 JJJ Advisors Inc. 0%68 30,394
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2%293 16,829 Waldron, LP 0%68 44,092
DONALDSON CAPITAL MANAGEMENT, LLC 5%283 5,859 Regent Peak Wealth Advisors LLC 0%65 18,585
GAMBLE JONES INVESTMENT COUNSEL 1%280 21,925 Advocacy Wealth Management Services, LLC 30%60 137
JOHNSON INVESTMENT COUNSEL INC 1%280 19,630 Allred Capital Management, LLC 2%58 2,930
CAPITAL INSIGHT PARTNERS, LLC 2%280 17,538 BNC WEALTH MANAGEMENT, LLC sold57 0
AlphaMark Advisors, LLC bought275 275 Choate Investment Advisors 2%57 2,703
Csenge Advisory Group 6%267 4,598 Parkside Financial Bank & Trust 1%56 4,610
Jackson, Grant Investment Advisers, Inc. 74%264 621 FLAGSHIP HARBOR ADVISORS, LLC 2%56 2,441
FOSTER & MOTLEY INC 1%259 26,011 Norinchukin Bank, The 0%54 17,280
Moors & Cabot, Inc. 11%252 2,555 YorkBridge Wealth Partners, LLC 1%52 7,317
CHESLEY TAFT & ASSOCIATES LLC/IL 1%250 19,860 HARBOR INVESTMENT ADVISORY, LLC 2%44 2,272
Roundview Capital LLC 1%248 18,985 MOTCO sold40 0
CAPTRUST FINANCIAL ADVISORS 3%247 7,403 JACKSON SQUARE CAPITAL, LLC sold40 0
SIGNATUREFD, LLC 6%222 4,018 CAROLINAS WEALTH CONSULTING LLC 63%39 23
Hartland & Co., LLC 0%215 77,806 Kovack Advisors, Inc. 1%38 3,312
NORTHWEST INVESTMENT COUNSELORS, LLC bought215 215 Eudaimonia Partners, LLC 11%35 272
Harel Insurance Investments & Financial Services Ltd. 12%212 1,945 Ancora Advisors, LLC 0%34 20,256
Castle Rock Wealth Management, LLC 7%203 2,947 Hexagon Capital Partners LLC 16%33 177
QUEST CAPITAL MANAGEMENT INC /ADV 8%195 2,731 Rockbridge Investment Management, LCC 15%31 180
Cresset Asset Management, LLC 3%195 6,074 Hardy Reed LLC 0%30 10,093
Cypress Capital Group 9%185 2,306 Laurel Wealth Advisors LLC 50%30 30
First National Bank of South Miami 4%165 3,865 HighMark Wealth Management LLC 27%29 80
Strategic Wealth Partners, Ltd. 1%164 14,157 Hudock Moyer Wealth Resources, LLC 2%28 1,592
Sound Income Strategies, LLC 82%159 354 9258 Wealth Management, LLC 1%27 2,264
Harwood Advisory Group, LLC 3%152 5,584 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold27 0
AdvisorNet Financial, Inc 2%148 7,637 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 9%25 258
NEXT Financial Group, Inc 3%147 4,699 UNIONBANCAL CORP 1%24 2,166
Perennial Investment Advisors, LLC 7%147 2,224 MASSMUTUAL TRUST CO FSB/ADV 11%22 180
Azimuth Capital Management LLC 1%140 25,070 HOWE & RUSLING INC 9%22 232
TOKIO MARINE ASSET MANAGEMENT CO LTD 4%139 3,341 Front Row Advisors LLC 3%21 606
Plante Moran Financial Advisors Ltd Partnership 158%139 227 WASHINGTON TRUST CO 5%17 318
Berman Capital Advisors, LLC 18%132 871 PROFUND ADVISORS LLC 0%17 8,325
CFO4Life Group, LLC 2%127 6,319 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 0%16 32,137
BP WEALTH MANAGEMENT, LLC 0%126 43,490 Sailer Financial LLC sold16 0
FIRST MIDWEST BANK TRUST DIVISION 1%123 8,837 GATEWAY INVESTMENT ADVISERS LLC 0%12 3,713
WealthStone, Inc. 5%119 2,607 Glenview Trust Co 0%10 4,137
MATHER GROUP, INC. 1%117 11,780 SUN LIFE FINANCIAL INC 1%4 347
Beacon Pointe Advisors, LLC 5%114 2,562 ATTICUS WEALTH MANAGEMENT, LLC 0%2 609
Evolution Wealth Advisors, LLC 55%111 312 Tarbox Group, Inc. 0%1 368
SMITHFIELD TRUST CO 6%110 1,824 Patriot Financial Group Insurance Agency, LLC 2%1 47
Safeguard Investment Advisory Group, LLC bought109 109 Van Hulzen Asset Management, LLC 0%1 2,194
Altus Wealth Group LLC bought109 109 Fieldpoint Private Securities, LLC no change 113
CFG Asset Management LLC bought101 101 Legacy Bridge, LLC no change 111
Bellecapital International Ltd. 3%100 3,737 EVERENCE CAPITAL MANAGEMENT INC no change 11,318
Comprehensive Portfolio Management, LLC 3%97 2,881 Petrus Trust Company, LTA no change 344,000
MARINO, STRAM & ASSOCIATES LLC 2%94 6,350 BONNESS ENTERPRISES INC no change 572,608
Coastal Capital Group, Inc. bought93 93 Endurance Wealth Management, Inc. no change 123
Capital Bank & Trust Co 0%88 29,740 Tortoise Investment Management, LLC no change 100
INVESTMENT MANAGEMENT OF VIRGINIA LLC 1%85 14,466 MPS Loria Financial Planners, LLC no change 16,677
Emerald Investment Partners, LLC 3%79 2,980 Cornerstone Advisors, LLC no change 43,000
BDO Wealth Advisors, LLC 103%75 148 Atlas Private Wealth Advisors no change 59
JSF Financial, LLC 3%70 2,429 PARNASSUS INVESTMENTS /CA no change 700,000
Financeware, Inc. bought68 68 WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC no change 59,263
Vestcor Investment Management Corp 0%67 71,614 CREATIVE FINANCIAL DESIGNS INC /ADV no change 92
FIRST MERCANTILE TRUST CO 3%63 2,269 Inlet Private Wealth, LLC no change 4,300
IBEX WEALTH ADVISORS 0%61 14,540 IRONWOOD INVESTMENT MANAGEMENT LLC no change 9,133
JNBA Financial Advisors 52%60 175 TrueNorth, Inc. no change 71
Orgel Wealth Management, LLC 2%59 2,617 Samalin Investment Counsel, LLC no change 49
NWK Group, Inc. bought57 57 GLOBEFLEX CAPITAL L P no change 77
Checchi Capital Advisers, LLC 1%56 5,685 Aspire Private Capital, LLC no change 91
Better Money Decisions, LLC bought54 54 WHITTIER TRUST CO OF NEVADA INC no change 100
Lindbrook Capital, LLC 10%54 614 TRUE Private Wealth Advisors no change 39
Hanson McClain, Inc. 3%54 1,774 Investors Research Corp no change 149
BAINCO INTERNATIONAL INVESTORS bought54 54 Carmichael Hill & Associates, Inc. no change 148
Dorsey & Whitney Trust CO LLC 1%37 6,599 Bartlett & Co. LLC no change 139
Qtron Investments LLC 1%37 3,251 Barrett Asset Management, LLC no change 274,093
Financial Architects, Inc 0%35 19,425 Bollard Group LLC no change 1
Aurora Investment Counsel 0%35 16,378 Cunning Capital Partners, LP no change 70,760
VALLEY NATIONAL ADVISERS INC 57%33 91 Pinnacle Bank no change 58
BancorpSouth Bank 0%31 8,694 REILLY FINANCIAL ADVISORS, LLC no change 53
Financial Network 1%29 4,008 UNITED SERVICES AUTOMOBILE ASSOCIATION no change 37,218
INVESTMENT PARTNERS LTD /OH/ /ADV 1%25 3,779 Kinneret Advisory, LLC no change 16,045
SMITH ASSET MANAGEMENT GROUP LP 20%24 147 Richard Bernstein Advisors LLC no change 41,909
180 WEALTH ADVISORS, LLC 1%24 2,315 ROWLAND CARMICHAEL ADVISORS INC /ADV no change 11,871
Optas, LLC 0%23 9,541 NEW MEXICO EDUCATIONAL RETIREMENT BOARD no change 37,075
tru Independence LLC 1%23 1,818 SOA Wealth Advisors, LLC. no change 3
Glassman Wealth Services 3%23 742 BALDWIN BROTHERS INC/MA no change 2,878
Mutual Advisors, LLC 1%22 3,244 IRIDIAN ASSET MANAGEMENT LLC/CT no change 26,264
Carroll Financial Associates, Inc. 3%21 635 USS Investment Management Ltd no change 24,300
Massey, Quick & Co., LLC 5%20 435 Arnhold LLC no change 103,937
Versant Capital Management, Inc 11%20 207 Candriam Luxembourg S.C.A. no change 100,346
Baystate Wealth Management LLC 5%19 408 Ilmarinen Mutual Pension Insurance Co no change 89,045
NORTHERN OAK CAPITAL MANAGEMENT INC bought15 15 Schwab Charitable Fund no change 3,200
BerganKDV Wealth Management, LLC bought13 13 Louisiana State Employees Retirement System no change 36,300
Manchester Capital Management LLC 1%12 2,142 St. Louis Trust Co no change 36,000
Optimal Asset Management, Inc. 0%12 20,672 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 48
ENTERPRISE FINANCIAL SERVICES CORP 2%12 651 Berkshire Bank no change 3,900
Ferris Capital, LLC 0%11 23,474 Curi Wealth Management, LLC no change 3,921
Zions Bancorporation, N.A. 3%10 384 Ellis Investment Partners, LLC no change 53
Jacobi Capital Management LLC 5%9 179 Renaissance Investment Group LLC no change 3,954
Ellevest, Inc. 5%7 153 Sterling Financial Planning, Inc. no change 46
Graves-Light Private Wealth Management, Inc. 0%7 1,597 Barbara Oil Co. no change 11,600
WAYNE HUMMER ASSET MANAGEMENT CO 0%6 3,311 ABRAMS BISON INVESTMENTS, LLC no change 921,000
ROPES WEALTH ADVISORS LLC 1%6 972 TFC Financial Management no change 12
EULAV Asset Management 0%2 76,211 Financial Management Professionals, Inc. no change 21
Transamerica Financial Advisors, Inc. 14%1 8 Tredje AP-fonden no change 42,639
Annapolis Financial Services, LLC no change 42
EVOKE WEALTH, LLC no change 122
MBM Wealth Consultants, LLC no change 123
Tradewinds Capital Management, LLC no change 7,680
Cubic Asset Management, LLC no change 7,809
Cumberland Partners Ltd no change 3,010
FIRST FINANCIAL CORP /IN/ no change 415
NFC Investments, LLC no change 136,818
WOODMONT INVESTMENT COUNSEL LLC no change 3,150
PUTNAM FL INVESTMENT MANAGEMENT CO no change 2,785
FOSTER DYKEMA CABOT & CO INC/MA no change 6,148
Capital Planning Advisors, LLC no change 6,128
Gemmer Asset Management LLC no change 354
Kames Capital plc no change 381,349
GERMAN AMERICAN BANCORP, INC. no change 2,525
HAVERFORD TRUST CO no change 2,558
Willow Creek Wealth Management Inc. no change 3,265
PrairieView Partners, LLC no change 482
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC no change 641
CRAWFORD INVESTMENT COUNSEL INC no change 5,365
First Personal Financial Services no change 1,355
PINNACLE ASSOCIATES LTD no change 4,170
Covenant Partners, LLC no change 4,362
INTRUST BANK NA no change 3,936
Baldwin Investment Management, LLC no change 5,375
South Street Advisors LLC no change 3,500
PRENTISS SMITH & CO INC no change 3,429
HC FINANCIAL ADVISORS INC no change 1,824
HARVEY INVESTMENT CO LLC no change 7,260
SECURITY NATIONAL TRUST CO no change 600
Armor Investment Advisors, LLC no change 5,666
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV no change 3,000
Capital Directions Investment Advisors, LLC no change 211
SALEM INVESTMENT COUNSELORS INC no change 200
Employees Retirement System of Texas no change 88,100
Valeo Financial Advisors, LLC no change 2,245
Savior LLC no change 153
McIlrath & Eck, LLC no change 333
CORTLAND ASSOCIATES INC/MO no change 2,359
WealthBridge Capital Management, LLC no change 8,031
Capital Advisors, Ltd. LLC no change 137
Freestone Capital Holdings, LLC no change 126
Cribstone Capital Management, LLC no change 150
Capital Advisory Group Advisory Services, LLC no change 155
Winslow, Evans & Crocker, Inc. no change 8,475
Stockman Asset Management no change 2,230
Princeton Global Asset Management LLC no change 349
TOBAM no change 2,001
RSM US WEALTH MANAGEMENT LLC no change 5,608
FARMERS & MERCHANTS INVESTMENTS INC no change 310
Quilter Plc no change 2,150
Knuff & Co LLC no change 1,846
Capital Analysts, Inc. no change 957
Douglas Lane & Associates, LLC no change 2,104
MCF Advisors LLC no change 500
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC no change 450
Silvant Capital Management LLC no change 615
Ironwood Wealth Management, llc no change 165
Column Capital Advisors, LLC no change 828
SEARLE & CO. no change 4,400
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*