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STOCK TICKER:
VANGUARD MID-CAP ETF   (ticker: VO)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 122,116,934
Previous Holdings: 111,910,550
Change: 9.12%
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 bought5,501,335 5,501,335 UBS Group AG 100%5,849,999 9,388
ROYAL BANK OF CANADA bought904,008 904,008 JONES FINANCIAL COMPANIES LLLP 97%4,214,324 143,853
LPL Financial CORP 57%807,240 2,229,038 MANUFACTURERES LIFE INSURANCE CO sold2,241,786 0
ExodusPoint Capital Management, LP bought800,000 800,000 BESSEMER GROUP INC 56%697,801 553,729
Private Advisor Group, LLC bought649,999 649,999 ENVESTNET ASSET MANAGEMENT INC 17%341,005 1,722,517
Atlantic Trust Group, LLC 1,705%500,406 529,756 GOLDMAN SACHS GROUP INC 100%287,370 998
AMERIPRISE FINANCIAL INC 15%436,717 3,355,829 PEAPACK GLADSTONE FINANCIAL CORP 99%208,559 2,107
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought383,557 383,557 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold150,000 0
HighTower Advisors, LLC bought244,724 244,724 Axiom Financial Strategies, LLC sold128,240 0
BANK OF MONTREAL /CAN/ 32%188,410 779,696 VIRIDIAN RIA, LLC sold118,289 0
Raymond James Financial Services Advisors, Inc. 21%178,539 1,025,668 WELLS FARGO & CO/MN 0%115,263 24,595,186
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5%137,063 2,664,939 VANGUARD GROUP INC 61%83,618 54,338
Legacy Capital Wealth Partners, LLC bought112,181 112,181 Summit Financial Wealth Advisors, LLC 82%83,211 18,370
BANK OF AMERICA CORP /DE/ 1%99,283 13,773,951 Financial Management Professionals, Inc. 74%76,563 26,973
JANE STREET GROUP, LLC 6,193%90,234 91,691 Catalyst Capital Advisors LLC 16%72,985 397,155
REGIONS FINANCIAL CORP bought79,996 79,996 Kestra Advisory Services, LLC 31%58,573 132,432
Beacon Pointe Advisors, LLC 43%72,479 239,160 BB&T CORP 7%56,833 744,828
JBF Capital, Inc. bought63,084 63,084 J P MORGAN CHASE & CO 2%55,186 3,476,619
DiMeo Schneider & Associates, L.L.C. 1,979%57,226 60,117 Millburn Ridgefield Corp 12%49,261 347,894
Archetype Wealth Partners, LLC bought55,389 55,389 Single Point Partners, LLC sold41,373 0
TOMPKINS FINANCIAL CORP 1,493%54,800 58,470 Laurel Wealth Advisors, Inc. 73%40,911 15,378
Connecticut Wealth Management, LLC 32%52,148 215,615 H D Vest Advisory Services 52%37,698 34,499
JMG Financial Group, Ltd. 4%44,585 1,279,673 Venturi Wealth Management, LLC 97%33,591 958
CAPTRUST FINANCIAL ADVISORS 42%40,209 135,140 Good Life Advisors, LLC 84%30,111 5,798
Bank of New York Mellon CORP 4%39,570 1,008,469 Sawtooth Asset Management, Inc. 81%26,666 6,347
MONETA GROUP INVESTMENT ADVISORS INC 36%38,332 145,509 McClarren Financial Advisors, Inc. 100%25,526 60
Almanack Investment Partners, LLC. bought37,106 37,106 Milestone Group, Inc. 12%25,427 186,224
AdvisorNet Financial, Inc 750%35,235 39,932 WOLVERINE TRADING, LLC sold24,900 0
WESBANCO BANK INC bought33,694 33,694 PARAMETRIC PORTFOLIO ASSOCIATES 78%18,967 5,256
WMS Partners, LLC bought33,271 33,271 Qube Research & Technologies Ltd 54%17,934 15,195
SENTINEL PENSION ADVISORS INC 230%33,105 47,502 Lee Financial Group Hawaii, Inc. 90%17,686 2,033
Head & Associates, LLC bought32,062 32,062 Asset Allocation & Management Company, LLC sold17,152 0
Cetera Investment Advisers 72%31,539 75,137 PRINCIPAL FINANCIAL GROUP INC 62%16,954 10,206
Financial Network 70%31,471 76,628 CHURCHILL MANAGEMENT GROUP /CA/ 2%15,604 784,969
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 11%31,454 309,352 Regal Investment Advisors, LLC sold14,885 0
BerganKDV Wealth Management, LLC bought29,893 29,893 M&T BANK CORP 26%14,705 41,680
Blankinship & Foster, LLC 43%29,731 99,548 Heartwood Wealth Advisors LLC 10%12,990 117,913
Wells Financial Advisors INC 298%29,249 39,065 Aveo Capital Partners, LLC 86%12,972 2,082
Mariner Wealth Advisors, LLC 22%28,724 160,085 CULLEN FROST BANKERS INC 4%12,820 321,045
MASSMUTUAL TRUST CO FSB/ADV 16%28,254 206,779 Asset Planning Services, Ltd. 22%12,712 45,997
Patriot Investment Management Inc. 26%27,671 134,101 CBIZ Investment Advisory Services, LLC 4%11,702 300,721
SAND HILL ADVISORS INC/CA bought27,629 27,629 B & T Capital Management DBA Alpha Capital Management 8%11,670 136,988
AE Wealth Management LLC 69%27,514 67,595 Ellenbecker Investment Group 27%11,045 30,462
COMMONWEALTH EQUITY SERVICES, LLC. 4%27,427 745,724 ANDERSON HOAGLAND & CO 7%9,706 124,814
First Bancorp, Inc /ME/ bought27,343 27,343 Private Capital Group, LLC 20%8,957 35,464
JNB Advisors LLC 117%26,029 48,236 HILLTOP WEALTH ADVISORS, LLC 25%7,770 23,112
STEPHENS INC /AR/ 24%23,894 122,359 BROWN ADVISORY HOLDINGS INC sold7,649 0
Legacy Financial Group LLC 77%22,609 52,076 Visionary Wealth Advisors 11%7,489 62,845
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 69%22,480 55,230 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold7,322 0
TRUSTCORE FINANCIAL SERVICES, LLC 19%22,057 136,948 Berman Capital Advisors, LLC 6%7,270 104,909
Joel Isaacson & Co., LLC 8%21,641 290,841 NICOLET ADVISORY SERVICES, LLC 10%7,063 66,207
Ancora Advisors, LLC 32%21,129 87,370 CUTLER INVESTMENT COUNSEL LLC 6%6,893 111,857
Venture Visionary Partners LLC 18%20,242 130,080 FIERA SCEPTRE INC. 16%6,344 32,473
CITADEL ADVISORS LLC (Kenneth C. Griffin) 970%19,400 21,400 BOENNING & SCATTERGOOD, INC. 55%6,179 5,066
MML INVESTORS SERVICES, LLC 7%19,243 287,189 Steward Partners Investment Advisory, LLC 21%5,393 20,289
High Pines Wealth Management, LLC bought18,880 18,880 Trilogy Capital Inc. sold5,336 0
Mayflower Financial Advisors, LLC bought18,160 18,160 CITIGROUP INC 7%5,147 72,226
ARROW FINANCIAL CORP bought17,691 17,691 AMG National Trust Bank 32%5,001 10,699
TrueWealth Advisors, LLC bought17,111 17,111 Ambassador Advisors, LLC sold4,692 0
Orin Green Financial, LLC bought16,800 16,800 RAYMOND JAMES TRUST CO 18%4,599 21,523
Omnia Family Wealth, LLC bought16,548 16,548 Pathstone Family Office, LLC 1%4,502 308,577
SAX WEALTH ADVISORS, LLC bought16,014 16,014 Total Clarity Wealth Management, Inc. 22%4,467 15,626
Gemmer Asset Management LLC bought15,486 15,486 BENJAMIN F. EDWARDS & COMPANY, INC. 8%4,432 50,386
DROMS STRAUSS ADVISORS INC /MO/ /ADV bought15,286 15,286 Sontag Advisory, LLC 1%4,404 379,377
Intelligence Driven Advisers, LLC 32,378%14,894 14,940 Riverpoint Wealth Management Holdings, LLC 2%4,404 173,132
Simmons Bank 11%14,876 147,277 PHILLIPS FINANCIAL MANAGEMENT, LLC 4%4,394 110,865
Main Street Financial Solutions, LLC bought14,827 14,827 Pure Financial Advisors, Inc. 5%4,339 80,777
RAYMOND JAMES & ASSOCIATES 5%14,666 340,576 Ameraudi Asset Management, Inc. 9%4,037 40,195
SCBT FINANCIAL CORP bought14,593 14,593 ASSOCIATED BANC-CORP 6%4,016 60,673
HRT FINANCIAL LLC bought14,465 14,465 TRUST CO OF VIRGINIA /VA 2%3,707 162,528
FINANCIAL COUNSELORS INC 3%13,844 463,877 SYNOVUS FINANCIAL CORP 22%3,686 12,766
Stratos Wealth Advisors, LLC 72%13,741 32,925 ALESCO ADVISORS LLC 17%3,445 17,372
Leith Wheeler Investment Counsel Ltd. bought13,504 13,504 Kohmann Bosshard Financial Services, LLC sold3,382 0
MILLENNIUM MANAGEMENT LLC bought13,338 13,338 Parallel Advisors, LLC 5%3,236 60,014
ELM ADVISORS, LLC bought13,234 13,234 Lokken Investment Group LLC 12%3,230 23,153
Benedetti & Gucer, Inc. bought12,994 12,994 SMITHFIELD TRUST CO 1%3,159 254,688
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 6%12,883 211,950 Advisory Services Network, LLC 7%3,020 38,974
McMahon Financial Advisors, LLC bought12,848 12,848 Dynamic Advisors Solutions LLC 13%3,000 20,159
Wealth Alliance bought12,670 12,670 TL Private Wealth 3%2,953 103,179
Parcion Private Wealth LLC 229%12,592 18,086 Mosaic Family Wealth, LLC 26%2,926 8,388
CONDOR CAPITAL MANAGEMENT 25%12,537 62,840 Fisher Asset Management, LLC(Kenneth L. Fisher) 72%2,870 1,113
greenwich Wealth Management LLC bought12,292 12,292 Acropolis Investment Management, LLC 6%2,833 46,281
ALERUS FINANCIAL NA bought12,124 12,124 Clear Creek Financial Management, LLC sold2,804 0
20/20 Capital Management, Inc. bought12,073 12,073 Susquehanna International Group, LLP 3%2,794 91,606
Hartland & Co., LLC 6%11,930 204,392 Equitable Holdings, Inc. 2%2,693 151,725
McKinley Carter Wealth Services, Inc. 354%11,878 15,236 ALPHASIMPLEX GROUP, LLC 33%2,672 5,453
Renaissance Technologies(Jim Simons) bought11,300 11,300 KWMG, LLC 13%2,650 17,164
Cedar Brook Financial Partners, LLC bought11,084 11,084 LWS Wealth Advisors, Inc. 11%2,636 21,429
Elevated Capital Advisors, LLC 127%10,340 18,492 ARKANSAS FINANCIAL GROUP, INC. 2%2,610 133,277
MBL Wealth, LLC bought10,324 10,324 N.E.W. Advisory Services LLC 13%2,525 16,637
Atlas Private Wealth Management 320%10,266 13,478 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2%2,492 102,856
Arete Wealth Advisors, LLC bought10,099 10,099 Personal Capital Advisors Corp 2%2,485 99,976
SWMG, LLC bought9,749 9,749 Foster Victor Wealth Advisors, LLC 2%2,461 106,965
US FINANCIAL ADVISORS, LLC 22%9,607 53,662 PINNACLE FINANCIAL PARTNERS INC 4%2,319 59,272
Buckingham Asset Management, LLC 52%9,181 26,867 Interchange Capital Partners, LLC 20%2,217 8,636
Hochman Cole Investment Advisors, Inc. bought8,872 8,872 SEARCY FINANCIAL SERVICES INC /ADV 2%2,182 86,544
HANSEATIC MANAGEMENT SERVICES INC bought8,815 8,815 Secure Asset Management, LLC 21%2,158 8,170
Chicago Partners Investment Group LLC 6%8,726 164,939 Greenhouse Wealth Management, LLC 32%2,133 4,490
Northwest Quadrant Wealth Management, LLC 5%8,439 178,263 tru Independence LLC sold2,127 0
Silicon Valley Capital Partners bought8,336 8,336 BOOTHBAY FUND MANAGEMENT, LLC sold2,126 0
Aurum Wealth Management Group, LLC bought8,304 8,304 SkyOak Wealt, LLC 62%2,118 1,303
Mutual Advisors, LLC 79%8,274 18,717 Roble, Belko & Company, Inc sold2,115 0
DEFINED WEALTH MANAGEMENT, LLC bought8,227 8,227 Financial Advocates Investment Management 10%2,093 19,693
NORTHSTAR ASSET MANAGEMENT LLC 14%8,070 66,293 Altium Wealth Management LLC 1%2,043 151,386
Ellevest, Inc. 11%7,869 76,924 Braun-Bostich & Associates Inc. sold1,975 0
Principle Wealth Partners LLC bought7,867 7,867 NEW ENGLAND GUILD WEALTH ADVISORS, INC. 8%1,942 23,366
Meridian Wealth Advisors, LLC 732%7,824 8,893 Retirement Network 21%1,889 7,243
Integrated Wealth Concepts LLC 45%7,682 24,869 Kuehl Shepherd Kozlowski & Associates,Inc. 4%1,829 40,414
Nadler Financial Group, Inc. 4%7,557 196,416 TAP Consulting, LLC 16%1,741 9,117
Petix & Botte Co 107%7,391 14,268 FIRST NATIONAL CORP /MA/ /ADV 4%1,730 38,934
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 6%7,384 127,782 Armbruster Capital Management, Inc. 9%1,722 18,038
Seven Post Investment Office LP 418%7,096 8,793 Narwhal Capital Management sold1,719 0
Perkins Coie Trust Co 11%6,675 67,572 Fieldpoint Private Securities, LLC 21%1,703 6,595
BKD Wealth Advisors, LLC 6%6,565 116,449 SPINNAKER TRUST 13%1,688 10,817
Belpointe Asset Management LLC bought6,523 6,523 Concorde Asset Management, LLC sold1,681 0
Manchester Capital Management LLC 15%6,167 48,536 Alexandria Capital, LLC 4%1,633 44,807
GLENMEDE TRUST CO NA 5%5,986 116,879 WOODWARD DIVERSIFIED CAPITAL, LLC sold1,621 0
Keeler THomas Management LLC bought5,951 5,951 CORBETT ROAD CAPITAL MANAGEMENT, LLC 39%1,577 2,438
FIFTH THIRD BANCORP 1%5,886 434,873 LEAVELL INVESTMENT MANAGEMENT, INC. 1%1,528 127,311
LINCOLN NATIONAL CORP 14%5,867 47,496 UNITED CAPITAL FINANCIAL ADVISERS,INC. 3%1,526 58,599
Virtue Capital Management, LLC bought5,684 5,684 HARVEST GROUP WEALTH MANAGEMENT, LLC sold1,462 0
Veritable, L.P. 2%5,646 251,063 WP Advisors, LLC sold1,457 0
ACAS, LLC bought5,624 5,624 JNBA Financial Advisors 3%1,450 46,465
ADVISORY RESEARCH INC bought5,505 5,505 Paradigm Financial Advisors, LLC 4%1,438 31,311
ARGI Investment Services, LLC bought5,354 5,354 US BANCORP DE 1%1,426 119,260
Doyle Wealth Management 35%5,327 20,588 Kuntz Lesher Capital LLC 3%1,322 39,813
KFA Private Wealth Group, LLC 9%5,176 60,421 OARSMAN CAPITAL, INC. sold1,288 0
Wealthquest Corp 8%5,136 67,251 Curbstone Financial Management Corp 27%1,200 3,300
Laidlaw Wealth Management LLC bought4,858 4,858 Sepio Capital, LLC 5%1,197 23,779
Asset Management Investors, LLC 146%4,786 8,053 SVA Plumb Wealth Management, LLC 2%1,122 52,721
GILL CAPITAL PARTNERS, LLC 262%4,736 6,546 Sequoia Financial Advisors, LLC 11%1,117 8,838
IEQ CAPITAL, LLC bought4,733 4,733 MAI Wealth Advisors 16%1,117 5,667
Endurance Wealth Management, Inc. 16%4,700 34,080 Grandview Asset Management LLC 98%1,097 25
FIRST UNITED BANK TRUST/ 29%4,623 20,472 WEBSTER BANK, N. A. 16%1,084 5,659
KEYSTONE WEALTH PARTNERS 8%4,510 58,393 Motley Fool Wealth Management, LLC 25%1,051 3,234
Grant Street Asset Management, Inc. 470%4,498 5,455 UNIONBANCAL CORP 1%1,012 135,891
Janney Montgomery Scott LLC 1%4,472 356,346 Montecito Bank & Trust 32%1,001 2,134
OPPENHEIMER & CO INC 20%4,445 26,624 Vectors Research Management, LLC 9%997 9,751
MERIDIAN MANAGEMENT CO 6%4,420 73,848 COLLECTIVE FAMILY OFFICE LLC 17%978 4,766
Brio Consultants, LLC 8%4,403 56,638 Sunesis Advisors, LLC 45%909 1,121
FormulaFolio Investments, LLC bought4,369 4,369 Stelac Advisory Services LLC 26%883 2,479
Nicholas Hoffman & Company, LLC. 6%4,354 72,793 Sugarloaf Wealth Management, LLC 96%882 37
National Asset Management, Inc. 61%4,323 11,445 Financial Planning & Information Services, Inc. 4%865 23,075
Autus Asset Management, LLC 10%4,295 45,835 Regent Peak Wealth Advisors LLC 37%848 1,452
Wolff Financial Management LLC 11%4,220 40,974 McNaughton Wealth Management, LLC 2%825 35,090
EATON VANCE MANAGEMENT 25%4,160 20,785 Spotlight Asset Group, Inc. 8%821 8,957
Rockefeller Capital Management L.P. 22%4,135 23,042 Johnson Financial Group, LLC 14%820 5,026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14%4,112 34,556 Gilbert & Cook, Inc. 5%787 14,557
CX Institutional 2%3,988 198,536 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 4%768 19,106
JustInvest LLC bought3,948 3,948 Ashfield Capital Partners, LLC 17%752 3,655
Covington Capital Management 7%3,927 56,353 Benchmark Wealth Management, LLC 19%739 3,189
COMMERCE BANK N A/MO 26%3,845 18,372 BBVA USA BANCSHARES INC 10%730 6,780
QUEST CAPITAL MANAGEMENT INC /ADV 181%3,845 5,967 Brand Asset Management Group, Inc. 2%727 43,261
FIRST MANHATTAN CO bought3,807 3,807 Crestwood Advisors LLC 3%721 26,073
Symphony Financial, Ltd. Co. bought3,767 3,767 ENTERPRISE FINANCIAL SERVICES CORP 18%718 3,368
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 13%3,508 30,120 WALLER FINANCIAL PLANNING GROUP, INC 2%709 30,942
RDA Financial Network bought3,499 3,499 R. W. Roge & Company, Inc. 7%701 8,736
SP Asset Management 11%3,481 34,497 Yale Capital CORP 2%699 29,840
Empirical Financial Services, LLC bought3,435 3,435 AYRSHIRE ASSOCIATES INC 2%693 40,733
BAILARD, INC. 289%3,386 4,556 PAX Financial Group, LLC 5%691 12,428
Heritage Wealth Advisors bought3,348 3,348 TPG Financial Advisors, LLC 7%691 9,422
TCG Advisory Services, LLC bought3,302 3,302 Evercore Wealth Management, LLC 3%679 19,156
TRUST CO OF VERMONT bought3,298 3,298 BBR PARTNERS, LLC 2%671 39,506
First PREMIER Bank 20%3,281 20,106 Comprehensive Portfolio Management, LLC 24%671 2,132
THRIVENT FINANCIAL FOR LUTHERANS bought3,260 3,260 Lakeview Capital Partners, LLC 9%671 7,124
CHESLEY TAFT & ASSOCIATES LLC/IL 20%3,255 19,758 Stillwater Capital Advisors, LLC 12%670 4,970
Prospera Financial Services 26%3,197 15,474 Horan Securities, Inc. 28%652 1,686
Sigma Planning Corp 9%3,175 38,340 Sheaff Brock Investment Advisors, LLC 31%650 1,452
PITTENGER & ANDERSON INC 2%3,158 168,314 IFP Advisors, Inc 7%641 8,736
HoyleCohen, LLC 17%3,112 21,600 John W. Brooker & Co., CPAs 4%625 15,825
Marquette Asset Management Inc. 5%3,008 65,779 Vivaldi Capital Management, LLC 4%612 13,717
AAFCPAs Wealth Management, LLC 6%2,957 49,809 Bridgeworth, LLC 8%610 6,643
Family Legacy, Inc. 42%2,942 9,997 ERn Financial, LLC 5%598 11,430
Global Strategic Investment Solutions, LLC bought2,929 2,929 Stewardship Financial Advisors, LLC 16%581 3,152
Koshinski Asset Management, Inc. 105%2,899 5,660 L & S Advisors Inc 9%574 6,132
Southern Wealth Management, LLP 16%2,893 21,551 Twele Capital Management, Inc. 1%563 37,876
Center for Financial Planning, Inc. bought2,874 2,874 Emerald Investment Partners, LLC 31%546 1,218
Bard Financial Services, Inc. bought2,840 2,840 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 0%541 197,786
Oldfather Financial Services, LLC bought2,763 2,763 RETIREMENT INCOME SOLUTIONS, INC 3%540 16,626
Ausdal Financial Partners, Inc. 10%2,753 31,697 Affinity Capital Advisors, LLC 7%504 6,642
Sowell Financial Services LLC 9%2,729 33,368 Perigon Wealth Management, LLC 9%504 4,999
MERITAGE PORTFOLIO MANAGEMENT bought2,656 2,656 People's United Financial, Inc. 2%484 19,967
Camelot Portfolios, LLC 18%2,646 17,041 Krasney Financial LLC 22%482 1,745
Winslow, Evans & Crocker, Inc. 195%2,639 3,990 Enterprise Bank & Trust Co 34%470 917
PRUDENTIAL FINANCIAL INC 12%2,629 25,296 Cypress Wealth Services, LLC 1%468 35,825
Abbrea Capital, LLC 6%2,621 44,729 CAMBRIDGE TRUST CO 11%460 3,826
GSB Wealth Management, LLC bought2,529 2,529 Disciplined Investments, LLC 8%455 4,901
Levy Wealth Management Group, LLC 33%2,498 10,105 PARTHENON LLC 32%441 940
Parsec Financial Management, Inc. bought2,458 2,458 KINGS POINT CAPITAL MANAGEMENT sold436 0
CAROLINAS WEALTH CONSULTING LLC 880%2,456 2,735 Measured Wealth Private Client Group, LLC 7%428 5,862
Northern Capital Management, Inc. bought2,450 2,450 DeDora Capital, Inc. 3%425 12,991
BancorpSouth Bank 4%2,434 56,656 Warren Averett Asset Management, LLC 2%418 21,195
Cutler Group LP 55%2,400 6,800 Fragasso Group Inc. 9%415 4,241
CONNING Asset Management Co. 19%2,394 14,992 Kovitz Investment Group Partners, LLC 1%415 60,478
Aureus Asset Management, LLC 36%2,363 8,851 COMERICA SECURITIES,INC. 1%411 45,780
DOHJ, LLC 8%2,358 32,364 PRIVATE ASSET MANAGEMENT INC 9%403 3,863
Gilman Hill Asset Management, LLC 143%2,335 3,965 Hoese & Co LLP 36%397 700
Accel Wealth Management bought2,300 2,300 Burleson & Company, LLC 3%396 13,520
Charles Schwab Trust Co 28%2,288 10,588 Ironwood Wealth Management, LLC. 24%390 1,227
PARK AVENUE SECURITIES LLC 16%2,261 16,747 Abbot Financial Management, Inc. 3%385 13,630
TriaGen Wealth Management LLC 13%2,239 19,508 Burt Wealth Advisors sold383 0
SAGE RHINO CAPITAL LLC 4%2,203 52,680 V Wealth Management,LLC 23%379 1,304
MorganRosel Wealth Management, LLC 11%2,183 22,164 Eudaimonia Partners, LLC 63%376 225
Royal Fund Management, LLC 7%2,182 35,506 Callan Capital, LLC 6%374 6,155
BCK Partners, Inc. 2%2,135 108,885 KMG FIDUCIARY PARTNERS, LLC 14%372 2,351
SCOTIA CAPITAL INC. 61%2,134 5,606 Mokosak Advisory Group, LLC 3%363 12,259
M Holdings Securities, Inc. 8%2,125 27,983 Creative Planning 15%358 2,000
ProVise Management Group, LLC 10%2,111 22,415 BLB&B Advisors, LLC 0%351 125,480
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13%2,107 17,735 MBM Wealth Consultants, LLC 1%348 33,966
Alliance Wealth Advisors, LLC 89%2,081 4,417 Relative Value Partners Group, LLC 23%345 1,141
TECTONIC ADVISORS LLC bought2,049 2,049 NORTHEAST INVESTMENT MANAGEMENT 1%339 26,904
MARSHALL FINANCIAL GROUP INC /ADV 6%2,015 35,421 Princeton Global Asset Management LLC sold325 0
Red Wave Investments LLC 5%2,001 43,924 Gradient Capital Advisors, LLC 2%322 12,681
Paracle Advisors, LLC 1%1,981 247,897 WAGNER CAPITAL MANAGEMENT CORP 7%316 4,221
Morningstar Investment Services, Inc. 0%1,974 514,064 NOTTINGHAM ADVISORS, INC. 10%314 2,693
Livingston Group Asset Management CO (operating as Southport Capital Management) bought1,970 1,970 PROFFITT & GOODSON INC 5%312 6,485
CWM, LLC 7%1,969 29,277 Sandy Spring Bank 2%309 12,820
UMB BANK N A/MO 39%1,965 6,981 Curi Wealth Management, LLC sold302 0
Savant Capital Management Inc 30%1,949 8,388 Permanens Capital L.P. 40%300 446
Renasant Bank bought1,924 1,924 Financial Enhancement Group LLC 28%299 771
CENTAURUS FINANCIAL, INC. 15%1,921 14,853 Capital Investment Advisory Services, LLC 3%298 11,160
OLD MISSION CAPITAL, LLC bought1,900 1,900 Baird Financial Group, Inc. 1%295 33,949
QUANTLAB CAPITAL MANAGEMENT LTD bought1,872 1,872 Maryland Capital Management, LLC 1%294 36,919
Birchcreek Wealth Management, LLC bought1,848 1,848 Brown Miller Wealth Management, LLC 9%293 2,960
ATRIA INVESTMENTS LLC 10%1,842 20,809 SAGE FINANCIAL GROUP INC 1%285 21,343
We Are One Seven, LLC 11%1,826 18,758 BFT FINANCIAL GROUP, LLC 12%284 2,126
Fundamentun, LLC bought1,788 1,788 CAPROCK Group, Inc. 1%281 41,399
Financial Architects, Inc 146%1,782 3,003 LINCOLN CAPITAL CORP 4%275 6,370
LOGAN CAPITAL MANAGEMENT INC bought1,774 1,774 Full Sail Capital, LLC 0%268 78,643
Ridgewood Investments LLC 26%1,770 8,531 Horst & Graben Wealth Management LLC 10%259 2,269
HARBOUR INVESTMENTS, INC. bought1,737 1,737 AdvicePeriod, LLC 1%259 29,898
Paul John Balson 13%1,730 14,743 CARY STREET PARTNER INVESTMENT ADVISORY LLC 7%259 3,425
FIDUCIARY TRUST CO 24%1,701 8,926 Sterling Financial Planning, Inc. 10%253 2,337
Efficient Wealth Management LLC 4%1,686 49,215 WETHERBY ASSET MANAGEMENT INC 13%253 1,752
Capital Bank & Trust Co bought1,671 1,671 Clean Yield Group sold252 0
Hardy Reed LLC 4%1,655 47,794 Regal Wealth Group, Inc. 2%252 9,843
Marietta Wealth Management, LLC 6%1,648 27,655 Claybrook Capital, LLC 19%250 1,100
Echo Wealth Management, LLC 11%1,646 17,047 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1%249 44,989
CARY STREET PARTNERS ASSET MANAGEMENT LLC bought1,632 1,632 Provident Wealth Management, LLC 44%244 307
Capital Advisory Group Advisory Services, LLC 27%1,616 7,498 Annapolis Financial Services, LLC 1%243 28,017
FORTEM FINANCIAL GROUP, LLC bought1,606 1,606 Aptus Capital Advisors, LLC 15%241 1,368
S.A. Mason LLC 11%1,583 16,103 MOSELEY INVESTMENT MANAGEMENT INC 9%235 2,331
Global Retirement Partners, LLC 11%1,551 16,245 SOUNDMARK WEALTH MANAGEMENT, LLC 12%232 1,657
Crew Capital Management, Ltd. bought1,534 1,534 BINGHAM OSBORN & SCARBOROUGH LLC 11%231 1,901
EPG Wealth Management LLC bought1,528 1,528 KESTRA PRIVATE WEALTH SERVICES, LLC 1%230 15,493
FORT PITT CAPITAL GROUP, LLC 152,400%1,524 1,525 SOA Wealth Advisors, LLC. 1%222 15,104
CB&T Wealth Management bought1,520 1,520 Elwood & Goetz Wealth Advisory Group, LLC 2%221 12,184
Stratos Wealth Partners, LTD. 4%1,512 39,889 PARSONS CAPITAL MANAGEMENT INC/RI 1%221 21,638
BTIM Corp. 43%1,475 4,944 CNB Bank 39%220 343
Chicago Wealth Management, Inc. bought1,474 1,474 Raab & Moskowitz Asset Management LLC 15%214 1,178
BCGM Wealth Management, LLC 5%1,472 29,119 HPM Partners LLC 2%211 12,124
REGENTATLANTIC CAPITAL LLC bought1,451 1,451 Wealth Architects, LLC 6%210 3,265
Monterey Private Wealth, Inc. bought1,448 1,448 Coastal Capital Group, Inc. 36%207 361
Patriot Financial Group Insurance Agency, LLC 25%1,443 7,207 OLD SECOND NATIONAL BANK OF AURORA 52%205 192
Cooper Financial Group bought1,442 1,442 Ballentine, Finn & Company, Inc. 0%200 63,893
BLAIR WILLIAM & CO/IL 2%1,428 75,454 Tarbox Group, Inc. 0%195 73,794
Walkner Condon Financial Advisors LLC 7%1,428 21,055 Traverso Chambers Private Wealth Management, LLC 10%193 1,763
FDx Advisors, Inc. 17%1,414 9,883 First Heartland Consultants, Inc. 9%189 1,925
Johanson Financial Advisors, Inc. 19%1,410 8,722 FRANKLIN RESOURCES INC 1%184 18,946
BERKSHIRE ASSET MANAGEMENT INC/PA 2%1,396 66,116 FIRST CITIZENS BANK & TRUST CO 12%182 1,284
Clear Harbor Asset Management, LLC bought1,394 1,394 KCM INVESTMENT ADVISORS LLC 1%181 15,526
Kingsview Wealth Management, LLC 71%1,391 3,349 FARMERS & MERCHANTS INVESTMENTS INC 17%180 879
Bangor Savings Bank 17%1,390 9,635 PLANNING DIRECTIONS INC 3%177 6,703
ST GERMAIN D J CO INC 1%1,386 161,108 Diversified, LLC sold176 0
LATHROP INVESTMENT MANAGEMENT CORP bought1,383 1,383 Advisory Alpha, LLC sold174 0
Allegheny Financial Group LTD bought1,382 1,382 STOCK YARDS BANK & TRUST CO 4%169 4,234
Compass Advisory Group LLC bought1,365 1,365 Tradition Wealth Management, LLC 32%169 353
BDO Wealth Advisors, LLC 5%1,334 27,416 Round Rock Advisors, LLC 0%162 63,593
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13%1,317 11,491 MONEYWISE, INC. 1%161 18,392
Rossmore Private Capital 4%1,312 30,911 Peterson Wealth Advisors, LLC 3%157 4,819
MERCER GLOBAL ADVISORS INC /ADV 1%1,293 126,647 Hexagon Capital Partners LLC 22%156 540
Galvin, Gaustad & Stein, LLC 16%1,291 9,198 PDS Planning, Inc 1%155 22,574
Ferris Capital, LLC 19%1,291 8,246 Round Table Services, LLC 2%133 6,900
Benchmark Financial Wealth Advisors, LLC 5%1,267 27,707 WESCAP Management Group, Inc. 1%133 14,758
Iron Horse Wealth Management, LLC 5%1,258 25,718 Sage Mountain Advisors LLC sold126 0
Pachira Investments Inc. 5%1,257 27,752 Retirement Group, LLC 29%126 303
BAKER TILLY FINANCIAL, LLC bought1,247 1,247 Glassman Wealth Services 24%125 387
Crossvault Capital Management LLC bought1,245 1,245 Norway Savings Bank 9%125 1,199
Onyx Bridge Wealth Group LLC bought1,245 1,245 Covenant Asset Management, LLC 2%124 5,269
First Command Bank bought1,244 1,244 Miracle Mile Advisors, LLC 1%123 14,737
Insight Advisors, LLC/ PA bought1,242 1,242 BSC PRIVATE WEALTH MANAGEMENT, LLC 10%123 1,135
Manning & Napier Group, LLC 4%1,238 35,600 PLIMOTH TRUST CO LLC 6%122 1,958
Ten Capital Wealth Advisors, LLC 116%1,235 2,302 Kistler-Tiffany Companies, LLC sold122 0
PUTNAM FL INVESTMENT MANAGEMENT CO 20%1,222 7,273 Carmichael Hill & Associates, Inc. 2%121 7,596
HIGHLAND CAPITAL MANAGEMENT CORP 18%1,207 7,812 Hilltop Holdings Inc. 2%120 5,842
GenTrust, LLC 1%1,203 122,475 First Command Financial Services, Inc. 9%113 1,131
Douglass Winthrop Advisors, LLC bought1,188 1,188 REDW Stanley Financial Advisors LLC 0%112 26,087
David J Yvars Group bought1,167 1,167 NewFocus Financial Group, LLC 6%110 1,591
Ziegler Capital Management, LLC 4%1,166 27,166 Inspire Advisors, LLC sold110 0
Keystone Financial Group 20%1,142 6,826 OSBORNE PARTNERS CAPITAL MANAGEMENT 8%109 1,230
Weitzel Financial Services, Inc. 5%1,131 21,720 Stockman Asset Management 2%108 5,741
Black Diamond Financial, LLC 3%1,125 33,741 HUNTINGTON NATIONAL BANK 3%107 3,079
MITCHELL MCLEOD PUGH & WILLIAMS INC 18%1,117 7,310 PACIFIC CAPITAL WEALTH ADVISORS, INC sold106 0
Integrated Advisors Network LLC 16%1,111 8,175 DOWLING & YAHNKE INC 1%105 16,982
Garrett Investment Advisors LLC 58%1,100 2,995 Camden Capital, LLC 8%103 1,250
Cranbrook Wealth Management, LLC 1%1,097 110,802 SILVERCREST ASSET MANAGEMENT GROUP LLC 6%101 1,493
Sensible Financial Planning & Management, LLC. 22%1,069 6,029 Cornerstone Wealth Management, LLC 2%97 4,594
Essex Financial Services, Inc. 5%1,068 21,467 CYPRESS CAPITAL MANAGEMENT LLC 1%95 10,044
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought1,062 1,062 BIDWELL C M & ASSOCIATES LTD/ 17%94 452
FIRST MERCHANTS CORP 5%1,061 22,791 Filbrandt Wealth Management, LLC 47%90 100
Carnegie Capital Asset Management, LLC 3%1,048 37,233 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 0%88 19,286
BERRY GROUP, LLC 5%1,038 22,521 STATE STREET CORP 8%87 1,014
GRIMES & COMPANY, INC. bought1,024 1,024 Sowa Financial Group, Inc. sold85 0
Ballast, Inc. 1%1,022 102,112 JEPPSON WEALTH MANAGEMENT, LLC sold84 0
BEACON INVESTMENT ADVISORY SERVICES, INC. bought1,020 1,020 Aspen Investment Management Inc 1%83 11,238
Peak Asset Management, LLC 43%1,020 3,403 Integrys Wealth Advisors LLC 2%81 3,394
Cerro Pacific Wealth Advisors LLC bought1,004 1,004 WASHINGTON TRUST BANK 2%79 4,501
Court Place Advisors, LLC bought1,002 1,002 Highland Private Wealth Management 0%79 23,475
COERENTE CAPITAL MANAGEMENT bought1,000 1,000 Truepoint, Inc. 2%78 4,208
Strategic Wealth Partners Group LLC bought994 994 Meridian Wealth Partners, LLC 5%77 1,552
FLAGSHIP HARBOR ADVISORS, LLC 8%994 13,590 STRATEGIC CAPITAL ADVISERS, INC. 4%75 2,041
Running Point Capital Advisors, LLC 11%987 10,171 APPLETON PARTNERS INC/MA 1%73 11,348
New England Private Wealth Advisors LLC bought987 987 Kinloch Capital, LLC sold71 0
Probity Advisors, Inc. bought985 985 SNS Financial Group, LLC 6%68 1,148
Madison Wealth Partners, Inc bought984 984 Asset Dedication, LLC 4%67 1,747
SMITH, MOORE & CO. 3%984 34,107 S&T BANK/PA 2%66 4,186
NORTHERN TRUST CORP 2%971 55,369 HARBOR FINANCIAL SERVICES, LLC 6%63 909
CPCM, LLC bought970 970 Merrion Investment Management Co, LLC sold63 0
FIRST BUSINESS FINANCIAL SERVICES, INC. bought969 969 Grubman Wealth Management 5%62 1,246
Intrua Financial, LLC bought968 968 Lutz Financial Services LLC 2%61 3,595
NICOLET BANKSHARES INC bought967 967 SECURITY NATIONAL BANK OF SO DAK 3%60 1,990
Valtinson Bruner Financial Planning LLC 66%966 2,439 Bartlett & Co. LLC 0%56 24,235
Janney Capital Management LLC bought965 965 BSW Wealth Partners 1%56 4,429
StrongBox Wealth, LLC 8%964 12,398 RWM Asset Management, LLC 1%55 6,233
WATERS PARKERSON & CO INC bought951 951 Ledyard National Bank 4%55 1,378
WSFS CAPITAL MANAGEMENT, LLC bought943 943 TRANSCEND WEALTH COLLECTIVE, LLC 2%53 3,280
Schneider Downs Wealth Management Advisors, LP 1%942 131,610 VISTA INVESTMENT MANAGEMENT 1%53 5,516
Platte River Wealth Advisors, LLC 2%940 45,852 Family Management Corp sold52 0
Foundations Investment Advisors, LLC bought937 937 Berkeley Capital Partners, LLC 1%52 4,829
HERITAGE INVESTORS MANAGEMENT CORP 2%927 49,977 MISSION WEALTH MANAGEMENT, LLC 2%51 2,580
O'Brien Wealth Partners LLC bought925 925 Oxler Private Wealth LLC sold50 0
PERSONAL CFO SOLUTIONS, LLC bought923 923 Signet Investment Advisory Group, Inc. sold50 0
Multi-Financial Securities Corp 4%923 26,386 HARBOR INVESTMENT ADVISORY, LLC 11%50 394
PALLADIUM PARTNERS LLC bought923 923 Old North State Trust, LLC 2%49 2,536
KEYBANK NATIONAL ASSOCIATION/OH 2%920 40,498 United Asset Strategies, Inc. 4%48 1,068
Strategic Wealth Advisors Group,Inc. 4%920 22,984 First National Bank of South Miami 10%48 431
Cresset Asset Management, LLC 4%918 25,265 WNY Asset Management, LLC 2%46 2,467
Jaffetilchin Investment Partners, LLC bought912 912 IFG Advisors, LLC 1%46 3,739
Hamilton Wealth, LLC bought910 910 REILLY FINANCIAL ADVISORS, LLC 4%45 1,092
BANK OF NOVA SCOTIA / bought908 908 FINANCIAL LIFE ADVISORS 1%42 5,362
FARR MILLER & WASHINGTON LLC/DC 44%890 2,917 Vestmark Advisory Solutions, Inc. 4%42 946
CITY HOLDING CO 12%888 8,263 Cribstone Capital Management, LLC 4%41 919
Taylor, Cottrill, Erickson & Associates, Inc. 1%885 67,720 EVOKE WEALTH, LLC 3%40 1,420
CAPITAL WEALTH MANAGEMENT, LLC 10%876 9,481 One Wealth Advisors, LLC 2%36 2,106
Bristlecone Advisors, LLC 5%875 19,358 Indie Asset Partners, LLC 1%35 2,385
Wellspring Financial Advisors, LLC 25%868 4,366 Planned Solutions, Inc. sold34 0
Valmark Advisers, Inc. 3%866 25,873 Hanson McClain, Inc. 1%33 2,602
Americana Partners, LLC 48%857 2,631 Linscomb & Williams, Inc. 0%33 9,744
ENCORE BANK NA 18%856 5,605 Conservest Capital Advisors, Inc. 1%30 4,025
Fusion Family Wealth LLC 8%850 11,939 9258 Wealth Management, LLC 2%29 1,380
SALEM INVESTMENT COUNSELORS INC 2%838 53,663 MONTAG A & ASSOCIATES INC 0%29 57,833
IHT Wealth Management, LLC 16%837 6,208 Barber Financial Group, Inc. 0%28 8,685
SOL Capital Management CO 1%832 80,771 FMR LLC 66%27 14
One Capital Management, LLC 4%831 21,479 IFG Advisory, LLC 2%24 1,436
DAVIDSON D A & CO 3%831 28,448 PROEQUITIES, INC. 0%23 129,891
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 11%814 8,058 Tower Research Capital LLC sold23 0
Newport Wealth Strategies, Inc. 9%810 9,625 Northwest Capital Management Inc 2%23 1,089
Garde Capital, Inc. bought804 804 Adviser Investments LLC 1%22 1,680
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 32%801 3,329 WHITTIER TRUST CO OF NEVADA INC 0%21 85,375
Lebenthal Global Advisors, LLC 349%779 1,002 Dorsey & Whitney Trust CO LLC 0%20 6,405
Maltin Wealth Management, Inc. 28%777 3,569 Ironwood Wealth Management, llc 2%20 1,156
MONECO Advisors, LLC 22%770 4,231 Titus Wealth Management 2%20 1,091
Carroll Financial Associates, Inc. 16%735 5,362 LBMC INVESTMENT ADVISORS, LLC 0%19 26,973
Baltimore-Washington Financial Advisors, Inc. 1%734 65,179 HCR Wealth Advisors sold19 0
WOODMONT INVESTMENT COUNSEL LLC 1%728 55,489 Plancorp, LLC 1%16 2,042
HARBOR ADVISORY CORP /MA/ 6%725 13,275 WealthBridge Capital Management, LLC 0%16 4,098
Global Trust Asset Management, LLC bought701 701 HOWARD WEALTH MANAGEMENT, LLC 1%15 1,605
TIAA, FSB 3%699 24,794 Praetorian Wealth Management, Inc. 0%15 81,786
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2%695 34,870 DIMENSION CAPITAL MANAGEMENT PARTNERS sold14 0
TFG Advisers LLC 22%692 3,777 Graves-Light Private Wealth Management, Inc. 1%13 2,093
Strategic Blueprint, LLC 14%676 5,609 Montis Financial, LLC 0%12 6,272
GPS Wealth Strategies Group, LLC bought675 675 GOFEN & GLOSSBERG LLC /IL/ 0%10 3,514
RSM US WEALTH MANAGEMENT LLC 8%673 9,092 Aspire Private Capital, LLC 13%9 58
COLONY GROUP LLC 3%663 20,253 AMERICAN NATIONAL BANK 20%9 36
PINNACLE ASSOCIATES LTD 2%657 33,638 Financial Engines Advisors L.L.C. 0%9 4,279
BEACON FINANCIAL GROUP 6%641 12,236 Advisors Capital Management, LLC 0%8 10,271
Nikulski Financial, Inc. 3%639 24,015 Essex Savings Bank 0%7 6,301
CULBERTSON A N & CO INC 4%630 18,028 Rehmann Capital Advisory Group 0%7 2,887
ALLIANCEBERNSTEIN L.P. 1%626 120,172 Prosperity Planning, Inc. 1%7 1,161
Roundview Capital LLC 4%625 16,152 Leonard Rickey Investment Advisors P.L.L.C. 0%6 3,262
White Lighthouse Investment Management Inc. 7%625 9,862 DIVIDEND GROWTH ADVISORS, LLC 2%6 250
Jackson, Grant Investment Advisers, Inc. 1%611 53,891 Bay Harbor Wealth Management, LLC sold6 0
Octavia Wealth Advisors, LLC 32%601 2,508 First Financial Bank, N.A. - Trust Division 0%5 2,669
PFG Advisors 5%598 13,830 TCF National Bank 0%5 47,685
CIBC World Markets Inc. 26%584 2,842 FIRST NATIONAL TRUST CO 0%5 10,380
Black Swift Group, LLC 1,651%578 613 Patten Group, Inc. 0%5 8,420
PFG Private Wealth Management, LLC 4%577 14,526 Valeo Financial Advisors, LLC 0%4 1,789
Gainplan LLC 6%574 9,633 GHP Investment Advisors, Inc. 0%4 1,696
McIlrath & Eck, LLC 0%565 134,083 Atlantic Trust, LLC sold4 0
Aries Wealth Management 2%565 29,136 SIGMA INVESTMENT COUNSELORS INC 0%3 5,117
Smith, Salley & Associates bought562 562 Omega Financial Group, LLC 0%3 2,304
Laurel Wealth Planning LLC 58%559 1,526 Old Port Advisors 0%2 2,214
GRT CAPITAL PARTNERS LLC 8%550 7,160 FIRST MIDWEST BANK TRUST DIVISION 0%2 2,326
ARLINGTON PARTNERS LLC bought540 540 LIBERTY WEALTH MANAGEMENT LLC no change 310
Acorn Wealth Advisors, LLC 34%540 2,144 Amerivest Investment Management LLC no change 1,674,137
Solstein Capital, LLC bought537 537 Portland Global Advisors LLC no change 6,188
DAVENPORT & CO LLC 4%534 13,506 HAVERFORD TRUST CO no change 5,659
Krilogy Financial LLC 26%523 2,551 MESIROW FINANCIAL INVESTMENT MANAGEMENT no change 7,915
Trexquant Investment LP 51%521 1,545 Larson Financial Group LLC no change 277,179
AMERITAS INVESTMENT CORP 9%518 6,588 MYCIO WEALTH PARTNERS, LLC no change 507
Argent Trust Co 3%515 16,379 ADIRONDACK TRUST CO no change 6,000
J.W. COLE ADVISORS, INC. 3%501 14,835 Cascade Investment Advisors, Inc. no change 290
Coconut Grove Bank 3%501 18,264 Capital Analysts, Inc. no change 221
DF DENT & CO INC 20%499 3,032 Blume Capital Management, Inc. no change 139
OHE FINANCIAL INC 4%497 14,468 AllSquare Wealth Management LLC no change 100
Evanson Asset Management, LLC 22%483 2,671 MOODY NATIONAL BANK TRUST DIVISION no change 8,883
Chevy Chase Trust Holdings, Inc. 25%478 2,418 ROWLAND CARMICHAEL ADVISORS INC /ADV no change 146
TSFG, LLC 6%477 9,092 Summit Investment Advisors, Inc. no change 46
Arkadios Wealth Advisors 2%476 25,027 TWIN FOCUS CAPITAL PARTNERS, LLC no change 6,300
Glenview Trust Co 1%468 55,504 Hurlow Wealth Management Group, Inc. no change 6,306
Voya Financial Advisors, Inc. 3%468 17,245 CKW FINANCIAL GROUP no change 220
HBW Advisory Services LLC 32%463 1,896 High Note Wealth, LLC no change 7,119
HBK Sorce Advisory LLC 16%457 3,404 Midwest Professional Planners, LTD. no change 1,245
Golden State Wealth Management, LLC 17%456 3,089 QUEST INVESTMENT MANAGEMENT INC/OR no change 37,772
ECLECTIC ASSOCIATES INC /ADV 6%446 7,450 Pine Ridge Advisers LLC no change 33,725
TNB Financial 21%435 2,487 EagleClaw Capital Managment, LLC no change 5,350
AJ WEALTH STRATEGIES, LLC 11%427 4,314 Ironsides Asset Advisors, LLC no change 46,399
Strategic Investment Advisors / MI 10%422 4,583 HM PAYSON & CO no change 4,706
AlphaStar Capital Management, LLC 13%419 3,751 UNITED BANK /VA/ no change 54,190
THOROUGHBRED FINANCIAL SERVICES, LLC 9%408 4,801 Estate Counselors, LLC no change 52,060
Farmers & Merchants Trust Co of Chambersburg PA 204%407 607 Calamos Wealth Management LLC no change 15,928
NEXT Financial Group, Inc 56%406 1,132 Kendall Capital Management no change 16,703
Checchi Capital Advisers, LLC 21%404 2,284 VICTORY CAPITAL MANAGEMENT INC no change 30,077
COLDSTREAM CAPITAL MANAGEMENT INC 7%402 6,528 Minot Wealth Management LLC no change 5,591
CHATHAM CAPITAL GROUP, INC. 7%400 6,335 BRADLEY FOSTER & SARGENT INC/CT no change 25,713
Community Financial Services Group, LLC 7%398 6,004 Freestone Capital Holdings, LLC no change 11,690
WADE G W & INC 30%391 1,673 TIEDEMANN WEALTH MANAGEMENT, LLC no change 21,643
Capital Planning LLC 1%389 32,640 DIXON HUBARD FEINOUR & BROWN INC/VA no change 8,437
CAPITAL INSIGHT PARTNERS, LLC 3%389 12,368 FIRST NATIONAL BANK OF OMAHA no change 17,660
Strategic Advisors LLC 3%388 11,596 INVESTMENT PARTNERS LTD /OH/ /ADV no change 18,811
Orion Portfolio Solutions, LLC 14%380 3,169 Gibson Capital Management, Ltd. no change 26,340
Better Money Decisions, LLC bought375 375 SAWGRASS ASSET MANAGEMENT LLC no change 15,430
1ST SOURCE BANK 28%375 1,725 DEUTSCHE BANK AG no change 3,339
CALIBER WEALTH MANAGEMENT, LLC 5%375 7,766 CLIENT 1ST ADVISORY GROUP, LLC no change 1,163
Union Bankshares Corp 11%365 3,636 CWS Financial Advisors, LLC no change 1,517
STEPHENSON NATIONAL BANK & TRUST 2%364 22,776 HYMAN CHARLES D no change 10,106
WEDBUSH MORGAN SECURITIES INC 5%364 8,096 Barrett Asset Management, LLC no change 1,135
CREATIVE FINANCIAL DESIGNS INC /ADV 12%361 3,485 Capital Advisors, Ltd. LLC no change 1,086
SIMPLEX TRADING, LLC bought343 343 BARCLAYS PLC no change 696
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12%342 3,165 Cedar Wealth Management, LLC no change 906
SigFig Wealth Management, LLC 6%342 6,177 Hall Kathryn A. no change 8,905
COZAD ASSET MANAGEMENT INC 1%340 25,720 Columbus Macro, LLC no change 11,057
Investors Financial Group, LLC 19%340 2,152 MidWestOne Financial Group, Inc. no change 1,913
MEEDER ASSET MANAGEMENT INC 138%340 586 WIT, LLC no change 73,542
NWAM LLC 2%339 19,526 PACES FERRY WEALTH ADVISORS, LLC no change 2,320
Moors & Cabot, Inc. 20%336 2,051 Clear Perspective Advisors, LLC no change 2,913
LOWE BROCKENBROUGH & CO INC 1%332 28,708 Windham Capital Management, LLC no change 14,552
WHITTIER TRUST CO 0%325 98,934 GAMBLE JONES INVESTMENT COUNSEL no change 12,549
MATHER GROUP, INC. 12%324 3,133 Bank of Marin no change 12,000
Rockbridge Investment Management, LCC 2%314 15,729 Biltmore Family Office, LLC no change 1,978
WELCH & FORBES LLC 9%311 3,661 Archer Investment Corp no change 663
Balentine LLC bought305 305 Savior LLC no change 278
Joseph P. Lucia & Associates, LLC bought305 305 Triangle Securities Wealth Management no change 4,050
GYL FINANCIAL SYNERGIES, LLC 2%302 17,992 KWB Wealth no change 1,506
Country Club Trust Company, n.a. 7%302 4,760 Madden Advisory Services, Inc. no change 1,558
RFG Advisory Group, LLC 8%300 4,274 MainStreet Investment Advisors LLC no change 1,412
Coastal Investment Advisors, Inc. 13%300 2,555 Abacus Planning Group, Inc. no change 1,386
Emery Howard Portfolio Management, Inc. 0%298 218,158 Columbia Trust Co 01012016 no change 150
Baystate Wealth Management LLC 1%293 42,998 PEOPLES FINANCIAL SERVICES CORP. no change 1,380
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16%291 2,154 HUTCHINSON CAPITAL MANAGEMENT/CA no change 1,585
Smith & Howard Wealth Management, LLC 1%288 25,641 True Link Financial Advisors, LLC no change 1,614
Spearhead Capital Advisors, LLC 0%283 106,902 NTV ASSET MANAGEMENT LLC no change 1,741
ROOF EIDAM & MAYCOCK/ADV 1%283 48,538 ROCKLAND TRUST CO no change 3,994
JOHNSON INVESTMENT COUNSEL INC 1%282 19,295 Summit Trail Advisors, LLC no change 1,725
Dana Investment Advisors, Inc. 3%282 9,769 Legacy Private Trust Co. no change 4,001
Columbia Asset Management 3%280 8,774 SONATA CAPITAL GROUP INC no change 4,020
STALEY CAPITAL ADVISERS INC 1%270 30,459 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 1,667
Covington Investment Advisors Inc. 6%269 5,147 CONGRESS ASSET MANAGEMENT CO /MA no change 1,340
Goss Wealth Management LLC 1%265 43,133 Rodgers & Associates, LTD no change 1,322
TrueNorth, Inc. bought256 256 Mathes Company, Inc. no change 1,170
GREAT VALLEY ADVISOR GROUP, INC. 2%255 17,033 Flaharty Asset Management, LLC no change 1,177
Modus Advisors, LLC 2%253 13,362 CADINHA & CO LLC no change 1,150
Stonebridge Capital Advisors LLC bought250 250 Atlanta Capital Group no change 1,150
Altus Wealth Group LLC bought246 246 Zhang Financial LLC no change 4,669
SIGNATUREFD, LLC 6%244 4,132 Patton Albertson & Miller, LLC no change 1,136
Jacobi Capital Management LLC 20%242 1,459 DEARBORN PARTNERS LLC no change 1,180
Brookstone Capital Management 7%238 3,853 YHB Investment Advisors, Inc. no change 1,201
MADISON WEALTH MANAGEMENT 19%238 1,523 River Wealth Advisors LLC no change 1,315
Capital Financial Planning, LLC 0%233 60,815 MARCO INVESTMENT MANAGEMENT LLC no change 1,320
Wambolt & Associates, LLC 13%232 1,966 Orgel Wealth Management, LLC no change 1,289
Gradient Investments LLC 286%232 313 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC no change 1,270
PAPP L ROY & ASSOCIATES 16%231 1,674 Pinnacle Bank no change 1,245
Birch Capital Management, LLC bought230 230 GUYASUTA INVESTMENT ADVISORS INC no change 1,269
Sovereign Financial Group, Inc. 13%226 1,909 BigSur Wealth Management LLC no change 3,942
WIMMER ASSOCIATES 1, LLC 15%220 1,652 Stokes Capital Advisors, LLC no change 1,757
MCMILLION CAPITAL MANAGEMENT INC 14%213 1,716 Kelman-Lazarov, Inc. no change 2,329
Nachman Norwood & Parrott, Inc 0%213 293,061 MITCHELL CAPITAL MANAGEMENT CO no change 3,420
Shorepoint Capital Partners LLC 1%211 18,258 Beaumont Asset Management, L.L.C. no change 2,267
Taddei, Ludwig & Associates, Inc. bought211 211 Waldron, LP no change 3,651
Freedman Financial Associates, Inc. bought210 210 Birch Hill Investment Advisors LLC no change 3,706
QUADRANT CAPITAL GROUP LLC 8%208 2,681 CANTOR FITZGERALD INVESTMENT ADVISER L.P. no change 3,697
Axiom Investment Management LLC bought207 207 Intersect Capital LLC no change 2,347
EP Wealth Advisors, Inc. 10%205 2,222 Moser Wealth Advisors, LLC no change 2,350
Alta Wealth Advisors LLC 4%205 4,821 Oakworth Capital, Inc. no change 2,849
COURIER CAPITAL CORP 8%204 2,806 LeJeune Puetz Investment Counsel LLC no change 3,255
Willow Creek Wealth Management Inc. 15%200 1,548 Lindbrook Capital, LLC no change 2,638
LEVEL FOUR ADVISORY SERVICES, LLC 7%200 2,876 McGuire Investment Group, LLC no change 2,637
Azimuth Capital Management LLC 3%200 6,180 Diligent Investors, LLC no change 2,400
First National Bank of Mount Dora, Trust Investment Services 17%200 1,381 Private Ocean, LLC no change 2,406
Apex Investment Services, Inc. 0%198 80,541 Sound View Wealth Advisors Group, LLC no change 2,108
MTM Investment Management, LLC bought196 196 Trellis Advisors, LLC no change 3,708
55I, LLC 7%196 3,012 Crewe Advisors LLC no change 1,863
MJP ASSOCIATES INC /ADV 6%189 3,574 Oxbow Advisors, LLC no change 3,800
BP WEALTH MANAGEMENT, LLC 39%188 670 Lighthouse Financial Advisors, Inc. no change 1,843
Newman Dignan & Sheerar, Inc. 6%185 3,273 Mengis Capital Management, Inc. no change 1,838
Bogart Wealth, LLC 142%185 315 LYELL WEALTH MANAGEMENT, LP no change 1,777
MCDONALD PARTNERS LLC 12%184 1,672 Summit Asset Management, LLC no change 1,785
MONTICELLO WEALTH MANAGEMENT, LLC 1%178 26,499 GIRARD PARTNERS LTD. no change 1,942
WASHINGTON TRUST CO 89%177 377 BRYN MAWR TRUST CO/PA no change 1,956
Modera Wealth Management, LLC 2%172 11,133 OXFORD FINANCIAL GROUP LTD no change 2,053
Beacon Financial Advisory LLC 4%171 4,695 Meridian Wealth Management, LLC no change 2,068
Burns Wealth Management, Inc. 0%170 34,218 Landmark Financial Advisors, LLC no change 2,035
Clarkston Capital Partners LLC 2%169 9,056 TFC Financial Management no change 2,035
LAZARD ASSET MANAGEMENT LLC 6%165 3,065 Williams Jones Wealth Management, LLC. no change 3,731
Tillar-Wenstrup Advisors, LLC 0%161 51,007 Providence First Trust Co no change 2,033
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC bought160 160 MOGY JOEL R INVESTMENT COUNSEL INC no change 4,725
Alpha Cubed Investments, LLC 2%160 8,263 COWA, LLC no change 1,090
Independence Bank of Kentucky 5%154 3,377 SITTNER & NELSON, LLC no change 115
Wealthstreet Investment Advisors, LLC 1%151 14,353 Atlas Private Wealth Advisors no change 132
Front Row Advisors LLC 55%150 425 LS Investment Advisors, LLC no change 155
Busey Trust CO 8%149 1,983 ADE, LLC no change 102
Perennial Advisors, LLC bought148 148 Armor Investment Advisors, LLC no change 100
Orion Capital Management LLC bought143 143 Cordasco Financial Network no change 69
Accredited Investors Inc. 9%138 1,744 ANDERSON FISHER LLC no change 70
American Institute for Advanced Investment Management, LLP 2%136 6,346 IAG Wealth Partners, LLC no change 157
Kalos Management, Inc. 9%136 1,702 BALLAST ADVISORS LLC no change 181
MITCHELL SINKLER & STARR/PA 8%135 1,880 Plante Moran Financial Advisors Ltd Partnership no change 224
Pacific Center for Financial Services 1%133 23,120 MOTCO no change 240
Legacy Advisors, LLC 3%133 4,144 Tortoise Investment Management, LLC no change 223
Slow Capital, Inc. 5%124 2,818 First Personal Financial Services no change 210
Texas Capital Bank Wealth Management Services Inc 1%124 22,539 Johnson Financial Group, Inc. no change 190
Massey, Quick & Co., LLC 2%123 6,693 Dougherty Wealth Advisers LLC no change 200
COUNTRY TRUST BANK 22%122 668 Selective Wealth Management no change 56
Pacitti Group Inc. 2%121 6,094 HawsGoodwin Investment Management LLC no change 55
Clear Perspectives Financial Planning, LLC 10%121 1,322 Ellis Investment Partners, LLC no change 18
LexAurum Advisors, LLC 6%119 2,062 Carolina Wealth Advisors, LLC no change 20
CRA Financial Services, LLC 1%119 9,609 Barnett & Company, Inc. no change 15
Parkside Financial Bank & Trust 14%116 969 Litman Gregory Asset Management LLC no change 14
Novak Financial Planning, LLC 2%115 6,558 MANCHESTER FINANCIAL INC no change 8
Windsor Group LTD 2%113 6,109 Sageworth Trust Co no change 10
Divergent Planning, LLC 0%112 90,903 Ramsay, Stattman, Vela & Price, Inc. no change 5,555
PrairieView Partners, LLC 21%108 630 Sonora Investment Management, LLC no change 25
Stokes Family Office, LLC 4%105 2,504 Costello Asset Management, INC no change 48
Neuberger Berman Group LLC 2%102 4,554 Focused Wealth Management, Inc no change 49
Hoover Financial Advisors, Inc. 13%96 848 Legacy Bridge, LLC no change 47
Financial Partners Group, Inc 7%93 1,520 Hirtle Callaghan & Co Inc no change 44
WAYNE HUMMER ASSET MANAGEMENT CO 2%92 4,134 Hanson Investment Management no change 27
STIFEL FINANCIAL CORP 21%92 530 NVWM, LLC no change 44
Systematic Alpha Investments, LLC bought91 91 Financial Advantage, Inc. no change 275
HOWE & RUSLING INC 0%91 31,064 Affiance Financial, LLC no change 330
CVA Family Office, LLC bought89 89 PACIFIC GLOBAL INVESTMENT MANAGEMENT CO no change 995
BRIGHTON JONES LLC 0%85 21,297 Clarius Group, LLC no change 1,000
MEMBERS Trust Co 5%80 1,559 Element Wealth, LLC no change 990
Spire Wealth Management bought77 77 ETF Portfolio Partners, Inc. no change 978
Gerber Kawasaki Wealth & Investment Management 6%76 1,443 Sullivan, Bruyette, Speros & Blaney, Inc. no change 5,187
Aberdeen Wealth Management LLC bought75 75 North Star Investment Management Corp. no change 885
BROWN BROTHERS HARRIMAN & CO 11%75 771 YorkBridge Wealth Partners, LLC no change 1,010
LEE DANNER & BASS INC 3%75 2,745 Western Wealth Management, LLC no change 1,016
BURNEY CO/ 5%74 1,612 HHM Wealth Advisors, LLC no change 1,065
OLD NATIONAL BANCORP /IN/ 2%73 3,139 McLean Asset Management Corp no change 1,076
Riverstone Advisors, LLC 7%72 1,091 NBT BANK N A /NY no change 1,054
Valley Brook Capital Group, Inc. 21%70 409 Wells Trecaso Financial Group, LLC no change 1,040
QCI ASSET MANAGEMENT INC/NY 4%69 1,895 ATWOOD & PALMER INC no change 1,032
Brown Advisory Securities, LLC 3%67 2,489 LAIRD NORTON TYEE TRUST CO no change 1,033
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 20%67 398 Community Bank, N.A. no change 729
Retirement Planning Group 5%65 1,370 Founders Financial Alliance, LLC no change 11
Apella Capital, LLC 1%61 7,185 Laurel Wealth Advisors LLC no change 426
Bragg Financial Advisors, Inc 1%61 9,664 BOSTON FAMILY OFFICE LLC no change 5,300
MURPHY CAPITAL MANAGEMENT INC 6%59 1,096 FIRST FINANCIAL CORP /IN/ no change 406
VALLEY NATIONAL ADVISERS INC 16%57 424 Trust Co no change 401
Lenox Wealth Advisors, Inc. 34%55 218 SECURITY NATIONAL TRUST CO no change 350
SVB Wealth Advisory, Inc. 1%50 4,617 HC FINANCIAL ADVISORS INC no change 395
ENCOMPASS WEALTH ADVISORS, LLC bought50 50 Phoenix Wealth Advisors no change 491
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC bought50 50 Lee Financial CORP no change 498
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3%49 1,988 Advocacy Wealth Management Services, LLC no change 567
Lido Advisors, LLC 3%47 1,736 NWK Group, Inc. no change 598
Sightline Wealth Advisors, LLC 0%45 15,974 D'Orazio & Associates, Inc. no change 553
Hudock Moyer Wealth Resources, LLC 37%42 156 TCTC Holdings, LLC no change 550
Wealthcare Advisory Partners LLC 0%41 11,736 PYA Waltman Capital, LLC no change 515
Gleason Group, Inc. 0%41 14,173 MCF Advisors LLC no change 533
Argent Advisors, Inc. 4%40 1,040 Bellwether Advisors, LLC no change 4
Zeit Capital LLC bought40 40
TD Capital Management LLC 0%38 34,974
Charter Oak Capital Management, LLC bought37 37
Concord Wealth Partners bought36 36
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2%35 1,881
Moisand Fitzgerald Tamayo, LLC 0%35 14,334
BRIDGES INVESTMENT MANAGEMENT INC 0%30 10,931
Capital Asset Advisory Services LLC 28%28 128
SRS Capital Advisors, Inc. 0%28 64,808
TrinityPoint Wealth, LLC 0%27 15,214
Asset Management Group, Inc. 0%26 12,904
180 WEALTH ADVISORS, LLC 1%24 1,924
Frisch Financial Group, Inc. 0%23 57,545
Key FInancial Inc 13%23 197
Kingfisher Capital LLC 0%22 10,547
DUNCKER STREETT & CO INC 0%22 15,611
RMB Capital Management, LLC 0%21 51,754
Edge Capital Group, LLC 0%20 7,651
Pinnacle Wealth Management Advisory Group, LLC 0%20 7,383
Schwab Charitable Fund 0%17 5,984
SHEETS SMITH & ASSOCIATES INC 0%15 6,225
Everhart Financial Group, Inc. 0%14 3,406
Change Path, LLC bought14 14
Fullen Financial Group 0%13 2,903
Cypress Point Wealth Management, LLC 0%13 7,270
Paulson Wealth Management Inc. 0%12 3,120
WOLFF WIESE MAGANA LLC bought12 12
FineMark National Bank & Trust 0%12 3,677
Grandfield & Dodd, LLC 1%10 1,790
Sound Income Strategies, LLC bought9 9
Reynders McVeigh Capital Management, LLC 1%9 1,091
SeaCrest Wealth Management, LLC 0%7 1,931
RESOURCES MANAGEMENT CORP /CT/ /ADV 2%7 332
TCI Wealth Advisors, Inc. 2%7 335
Baldwin Investment Management, LLC 0%7 2,963
Soltis Investment Advisors LLC 0%7 5,530
BLUESTEM FINANCIAL ADVISORS, LLC 0%6 4,994
HWG Holdings LP bought6 6
NAPLES GLOBAL ADVISORS, LLC 0%5 1,728
UMA Financial Services, Inc. 0%5 1,399
Alera Investment Advisors, LLC 0%4 13,925
Family Firm, Inc. 0%4 2,620
DELTA FINANCIAL ADVISORS LLC 0%4 4,132
Tower View Investment Management & Research LLC 0%4 1,685
EPIQ Capital Group, LLC 0%4 1,617
Segment Wealth Management, LLC 0%4 5,101
Safeguard Investment Advisory Group, LLC 0%3 1,511
Lineweaver Wealth Advisors, LLC 0%3 1,005
BALDWIN BROTHERS INC/MA bought3 3
Ironwood Investment Counsel, LLC 0%3 1,334
Allred Capital Management, LLC 0%3 2,159
B, B, H, & B INC. bought2 2
CLIFFORD SWAN INVESTMENT COUNSEL LLC 0%2 1,204
PETTYJOHN CO 0%2 1,601
VERITY Wealth Advisors 0%2 2,141
Newman & Schimel, LLC 0%2 2,311
ARTHUR M. COHEN & ASSOCIATES, LLC 0%2 2,213
Tradewinds Capital Management, LLC 0%2 2,298
Strategic Family Wealth Counselors, L.L.C. 0%2 5,454
DB Wealth Management Group, LLC 0%1 3,576
WAYNE HUMMER INVESTMENTS L.L.C. 0%1 3,188
McCarthy Asset Management, Inc. 0%1 506
Strategic Financial Group, LLC 0%1 2,359
SevenBridge Financial Group, LLC 0%1 2,156
Financial Advisory Service, Inc. 0%1 251
Pacifica Partners Inc. 0%1 229
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