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STOCK TICKER:
HEALTHCARE SS SPDR F   (ticker: XLV)
Institutions' Indicator :       Strong Sell       (Click Here For Details)
INSTITUTIONS' Score: 5
0 100 5
Current Holdings: 125,625,391
Previous Holdings: 347,358,645
Change: 63.83%
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 bought6,760,547 6,760,547 Moneda S.A. Administradora General de Fondos 100%226,293,100 22,224
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV bought3,537,675 3,537,675 UBS Group AG 100%8,339,926 451
ROYAL BANK OF CANADA bought2,266,255 2,266,255 NIPPON LIFE INSURANCE CO sold4,362,561 0
ENVESTNET ASSET MANAGEMENT INC 223%1,856,452 2,687,877 J P MORGAN CHASE & CO 16%2,256,050 11,743,489
Partner Fund Management, L.P. bought1,585,000 1,585,000 WELLS FARGO & CO/MN 35%2,063,912 3,754,438
Elliott Investment Management L.P. bought1,106,800 1,106,800 Clal Insurance Enterprises Holdings Ltd 81%1,422,041 336,215
TWO SIGMA INVESTMENTS LLC 4,466%1,069,130 1,093,067 CITIGROUP INC 14%970,371 6,201,382
TWO SIGMA ADVISERS, LLC 58%568,500 1,549,500 BARCLAYS PLC sold857,129 0
PURA VIDA INVESTMENTS, LLC 122%550,000 1,000,000 Harel Insurance Investments & Financial Services Ltd. 99%744,688 9,801
NATIXIS 31%495,390 2,103,031 Twin Tree Management, LP sold731,200 0
BANK OF NOVA SCOTIA / 92%491,579 1,024,337 Psagot Investment House Ltd. 45%657,927 794,219
Squarepoint Ops LLC bought490,625 490,625 Annex Advisory Services, LLC 86%636,181 106,506
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought470,400 470,400 Migdal Insurance & Financial Holdings Ltd. 60%632,320 412,980
Winton Capital Group Ltd bought457,879 457,879 Rokos Capital Management LLP 17%538,000 2,564,948
SpiderRock Advisors LLC 11,324%419,000 422,700 CITADEL ADVISORS LLC (Kenneth C. Griffin) 20%410,365 1,653,729
CANADA PENSION PLAN INVESTMENT BOARD 80%400,000 900,000 Sofinnova Ventures Inc sold300,000 0
WestEnd Advisors, LLC 26%302,706 1,460,458 ExodusPoint Capital Management, LP 93%270,858 20,300
Johns Hopkins University bought278,306 278,306 Capula Management Ltd sold264,000 0
CIBC World Markets Inc. 56%264,363 736,415 JEFFERIES GROUP INC /DE/ 67%245,371 119,331
SG Americas Securities, LLC 121%224,574 409,837 Forward Management, LLC sold223,549 0
FIRST INTERSTATE BANCSYSTEM INC bought210,974 210,974 LPL Financial CORP 8%220,669 2,669,832
Private Advisor Group, LLC bought203,916 203,916 Raymond James Financial Services Advisors, Inc. 17%217,136 1,090,339
Janney Montgomery Scott LLC 9%197,082 2,478,363 Swan Wealth Advisors, Inc. 14%211,293 1,330,318
Quantitative Investment Management, LLC bought157,507 157,507 WOLVERINE TRADING, LLC 25%144,214 430,103
Clarity Financial LLC bought150,305 150,305 BROADMARK ASSET MANAGEMENT LLC sold127,798 0
Main Management ETF Advisors, LLC 26%149,030 731,500 Sawtooth Asset Management, Inc. 95%125,204 6,966
Pinz Capital Management, LP bought135,800 135,800 FFCM LLC 12%115,708 828,632
Hochman Cole Investment Advisors, Inc. bought122,121 122,121 Orion Portfolio Solutions, LLC 81%111,917 26,701
HARVEST VOLATILITY MANAGEMENT LLC bought107,195 107,195 COMMONWEALTH EQUITY SERVICES, LLC. 24%111,785 350,849
Tredje AP-fonden 19%102,000 626,000 AGF FUNDS INC 12%111,784 828,477
Susquehanna International Group, LLP 2%98,597 5,891,532 ARISTEIA CAPITAL LLC sold108,000 0
RAYMOND JAMES & ASSOCIATES 5%98,196 2,023,977 Tibra Equities Europe Ltd sold101,528 0
Phoenix Holdings Ltd. 825%96,898 108,639 Miracle Mile Advisors, LLC 83%94,961 19,225
Marshall Wace LLP bought84,524 84,524 AMERIPRISE FINANCIAL INC 3%93,749 2,677,336
Zurich Insurance Group Ltd/FI bought77,034 77,034 Streettalk Advisors, LLC 95%93,454 4,589
AlphaMark Advisors, LLC bought76,945 76,945 Gladius Capital Management LP sold89,943 0
Estate Counselors, LLC 209%66,920 98,955 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 29%76,228 185,337
Foundations Investment Advisors, LLC 121%64,856 118,322 PointState Capital LP 25%75,000 225,000
MARTIN & CO INC /TN/ bought61,922 61,922 MT LUCAS MANAGEMENT CORP 87%73,654 11,376
FLOW TRADERS U.S. LLC 700%57,905 66,179 TOCQUEVILLE ASSET MANAGEMENT LP 46%72,474 85,438
Carnick & Kubik Group, LLC 628%56,818 65,871 Cutler Group LP 97%68,123 2,207
BBVA USA BANCSHARES INC 73%54,775 129,981 Pinnacle Advisory Group, Inc. 23%66,558 217,709
InterOcean Capital Group, LLC 10%53,821 571,639 MIRABELLA FINANCIAL SERVICES LLP sold63,000 0
SPRINGBOK CAPITAL MANAGEMENT, LLC 136%51,900 90,000 Symmetry Investments LP sold60,000 0
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought51,064 51,064 Prime Capital Investment Advisors, LLC 90%54,031 6,308
Howard Capital Management Group, LLC bought49,944 49,944 INNEALTA CAPITAL, LLC 61%52,945 33,203
Fisher Asset Management, LLC(Kenneth L. Fisher) 10%48,273 539,390 BANK OF MONTREAL /CAN/ 61%51,147 32,883
Prestige Wealth Management Group LLC 76%48,154 111,516 Kestra Advisory Services, LLC 39%48,741 76,103
EXCHANGE TRADED CONCEPTS, LLC 9%47,988 564,899 Florin Court Capital LLP sold48,000 0
Richard Bernstein Advisors LLC 5%46,363 992,160 Qube Research & Technologies Ltd 29%47,647 119,203
Atom Investors LP 19%44,027 279,920 MEITAV DASH INVESTMENTS LTD 17%45,975 216,954
CHURCHILL MANAGEMENT GROUP /CA/ 4%43,801 1,211,019 GW HENSSLER & ASSOCIATES LTD sold45,540 0
Smart Portfolios, LLC 163%40,627 65,617 NORTHERN OAK CAPITAL MANAGEMENT INC 51%43,842 42,427
Kepos Capital LP 104%40,095 78,823 CONTINENTAL ADVISORS LLC 75%41,500 13,500
National Asset Management, Inc. 151%38,814 64,511 Heartwood Wealth Advisors LLC 74%37,922 13,257
Jump Financial, LLC 155%38,550 63,346 BBR PARTNERS, LLC 53%36,578 31,918
Renaissance Technologies(Jim Simons) bought36,200 36,200 PEAPACK GLADSTONE FINANCIAL CORP 94%36,130 2,375
Invesco Ltd. 36%35,100 132,500 CAAS CAPITAL MANAGEMENT LP sold34,695 0
Man Group plc 485%34,957 42,172 HSBC HOLDINGS PLC 29%33,731 83,853
Biltmore Wealth Management, LLC 32%34,885 144,964 PINNACLE FINANCIAL PARTNERS INC 75%33,112 11,068
Tower Research Capital LLC 185%34,453 53,109 WOLVERINE ASSET MANAGEMENT LLC 61%31,800 20,400
Capital Investment Advisors, LLC 8%34,181 454,665 Oakmont Partners LLC 89%31,530 3,797
Koshinski Asset Management, Inc. bought33,349 33,349 MV Capital Management, Inc. 30%26,833 63,236
SP Asset Management 118%32,521 59,980 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1%26,700 2,250,000
SFMG, LLC 12%30,815 284,743 AVALON ADVISORS L P 75%23,982 7,850
BENEDICT FINANCIAL ADVISORS INC bought29,938 29,938 HighTower Advisors, LLC 7%23,432 318,806
MAGNOLIA CAPITAL MANAGEMENT LTD bought28,270 28,270 SIMPLEX TRADING, LLC 99%23,122 140
Altshuler Shaham Ltd 26%27,888 133,241 First National Bank of Hutchinson sold22,210 0
ACIMA PRIVATE WEALTH, LLC bought27,397 27,397 M&T BANK CORP 71%21,331 8,627
Triumph Capital Management bought26,203 26,203 ASSOCIATED BANC-CORP sold20,953 0
Gunma Bank,Ltd. bought26,200 26,200 ENCOMPASS WEALTH ADVISORS, LLC sold20,919 0
Gerber Kawasaki Wealth & Investment Management 13%24,239 204,227 Financial Advocates Investment Management 36%20,568 37,225
QUEST INVESTMENT MANAGEMENT INC/OR bought23,475 23,475 ATTICUS WEALTH MANAGEMENT, LLC 33%19,362 38,571
Fullerton Fund Management Co Ltd bought22,705 22,705 Bank Julius Baer & Co. Ltd, Zurich 45%19,100 23,666
GeoWealth Management, LLC 33%22,424 90,809 EPG Wealth Management LLC 43%18,657 24,765
RMR Wealth Builders 3,135%22,005 22,707 First Light Asset Management, LLC sold18,241 0
Integer Wealth Advisors Group LLC bought21,884 21,884 Centennial Wealth Advisory LLC 86%18,174 3,044
IndexIQ Advisors LLC 82%20,918 46,414 ACCESS FINANCIAL SERVICES, INC. 78%18,132 5,152
STRATEGIC WEALTH MANAGEMENT INC /ADV 88%20,909 44,659 SCHAFER CULLEN CAPITAL MANAGEMENT INC sold17,873 0
MACQUARIE GROUP LTD bought19,955 19,955 Mariner Wealth Advisors, LLC 22%17,834 64,586
CX Institutional 29%19,943 88,712 SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2%17,135 1,023,464
Multi-Financial Securities Corp 39%19,884 70,639 JNB Advisors LLC 15%16,888 92,139
Banco Santander, S.A. 58%19,700 53,546 CWM, LLC 31%16,491 36,058
THRIVENT FINANCIAL FOR LUTHERANS bought19,521 19,521 QUATTRO FINANCIAL ADVISORS LLC 14%16,164 96,287
TSFG, LLC 49%19,193 58,134 Prospera Financial Services 63%15,650 9,380
WESBANCO BANK INC bought18,764 18,764 BLUEFIN CAPITAL MANAGEMENT, LLC sold15,600 0
SageGuard Financial Group, LLC bought18,161 18,161 MACKENZIE FINANCIAL CORP 36%15,200 26,500
KENNICOTT CAPITAL MANAGEMENT LLC bought17,865 17,865 Private Wealth Advisors, LLC 22%15,015 53,018
FIL Ltd 39%17,168 61,369 PUTNAM INVESTMENTS LLC 13%14,802 98,879
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 3%17,006 548,214 Rye Brook Capital LLC sold14,450 0
Evercore Wealth Management, LLC 36%16,239 61,858 HRT FINANCIAL LLC 32%14,006 30,294
Quantbot Technologies LLC 1,551%15,963 16,992 ALERUS FINANCIAL NA 57%13,869 10,455
SAND HILL ADVISORS INC/CA bought15,588 15,588 CALTON & ASSOCIATES, INC. 27%13,625 36,994
Mechanics Bank Trust Department 95%15,242 31,214 TOWNSQUARE CAPITAL LLC 38%12,416 19,915
ALPS ADVISERS INC 11%15,130 150,004 PETERSON WEALTH MANAGEMENT 40%12,269 18,412
Rockefeller Capital Management L.P. 8%14,795 198,497 Anfield Capital Management, LLC 13%12,171 79,710
SUNRISE PARTNERS LLC /CT 127%14,733 26,363 Mutual Advisors, LLC 40%12,128 17,886
Tamar Securities, LLC 26%14,652 71,598 NAVELLIER & ASSOCIATES INC sold12,084 0
BANK HAPOALIM BM 17%14,648 101,875 WESPAC Advisors, LLC 62%11,450 6,994
GRIMES & COMPANY, INC. 6%14,555 268,999 Clear Creek Financial Management, LLC sold11,381 0
Advisory Alpha, LLC 10%14,381 159,163 COUNTRY TRUST BANK 58%11,254 8,035
tru Independence LLC bought14,180 14,180 CenterStar Asset Management, LLC sold11,130 0
MBA Advisors LLC bought13,614 13,614 Stratos Wealth Partners, LTD. 14%10,964 65,735
Vestmark Advisory Solutions, Inc. 13%13,394 112,859 GREENWOOD CAPITAL ASSOCIATES LLC sold10,550 0
Pettinga Financial Advisors, LLC 74%13,333 31,313 Marathon Trading Investment Management LLC sold10,500 0
ST GERMAIN D J CO INC bought13,266 13,266 RETIREMENT CAPITAL STRATEGIES 75%10,058 3,374
Greystone Financial Group, LLC bought13,176 13,176 LEVEL FOUR ADVISORY SERVICES, LLC 32%9,471 19,882
FIFTH THIRD SECURITIES, INC. 35%13,053 49,978 MAVEN SECURITIES Ltd sold9,300 0
AE Wealth Management LLC 9%13,032 163,262 Geneos Wealth Management Inc. sold9,167 0
WEISS CAPITAL LLC bought12,996 12,996 RMB Capital Management, LLC 83%9,092 1,888
Solitude Financial Services 135%12,793 22,289 Goodman & Company, Investment Counsel Ltd. 98%9,032 192
Flagship Private Wealth, LLC bought12,635 12,635 Arkadios Wealth Advisors 38%8,889 14,236
Sowell Financial Services LLC 58%12,439 33,783 CORBETT ROAD CAPITAL MANAGEMENT, LLC 53%8,714 7,802
Aveo Capital Partners, LLC 85%11,873 25,870 Bernardo Wealth Planning LLC sold8,451 0
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 10%10,449 110,603 Eqis Capital Management, Inc. sold8,369 0
TNB Financial bought10,435 10,435 BP WEALTH MANAGEMENT, LLC 15%8,279 46,155
Gladstone Institutional Advisory LLC bought9,829 9,829 TWO SIGMA SECURITIES, LLC sold8,182 0
Trexquant Investment LP bought9,781 9,781 PITTENGER & ANDERSON INC 83%8,165 1,620
Bank of New Hampshire bought9,591 9,591 Bank of New York Mellon CORP 18%8,086 37,170
CFG Asset Management LLC 25%9,575 48,146 BESSEMER GROUP INC 1%7,714 750,584
Venture Visionary Partners LLC 114%9,394 17,632 Keebeck Alpha, LP 76%7,706 2,411
Apella Capital, LLC bought9,278 9,278 Advisory Resource Group 59%7,416 5,194
Farmers & Merchants Trust Co of Chambersburg PA bought9,050 9,050 Blue Chip Partners, Inc. 84%7,369 1,395
Private Portfolio Partners LLC bought8,954 8,954 COMMERCE BANK N A/MO 7%7,369 105,770
NORTHERN TRUST CORP 2%8,786 460,437 Sequent Asset Management, LLC 71%7,144 2,894
Aurum Wealth Management Group, LLC bought8,460 8,460 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC sold6,803 0
Pensionmark Financial Group, LLC bought8,090 8,090 WOODWARD DIVERSIFIED CAPITAL, LLC sold6,788 0
Y-Intercept (Hong Kong) Ltd bought7,992 7,992 Hanlon Investment Management, Inc. 6%6,755 111,774
PFG Advisors 79%7,976 18,036 Stelac Advisory Services LLC 42%6,715 9,301
Venturi Wealth Management, LLC 29%7,714 34,639 SCOTIA CAPITAL INC. 10%6,698 60,527
Ergoteles LLC 25%7,651 38,799 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 19%6,538 27,201
3D/L Capital Management, LLC bought7,587 7,587 Golden State Equity Partners sold6,283 0
Conservest Capital Advisors, Inc. 1%7,476 516,271 MOODY NATIONAL BANK TRUST DIVISION 30%6,195 14,232
Homrich & Berg bought7,089 7,089 GPM Growth Investors, Inc. sold6,108 0
Baltimore-Washington Financial Advisors, Inc. 5%7,075 145,085 FIERA SCEPTRE INC. sold6,099 0
CMG Global Holdings, LLC bought6,988 6,988 Polaris Wealth Advisers, LLC 8%6,080 68,261
Astor Investment Management LLC 7%6,736 98,922 FIRST MERCHANTS CORP 6%6,058 92,570
Intellectus Partners, LLC 6,720%6,720 6,820 GREAT VALLEY ADVISOR GROUP, INC. 16%6,002 31,869
BEL AIR INVESTMENT ADVISORS LLC bought6,715 6,715 Regal Investment Advisors, LLC sold5,947 0
MONETA GROUP INVESTMENT ADVISORS INC bought6,613 6,613 Keebeck Wealth Management, LLC 7%5,789 78,362
MIZUHO SECURITIES USA INC. 46%6,400 20,400 Almanack Investment Partners, LLC. 61%5,777 3,674
Optiver Holding B.V. bought6,300 6,300 Advisory Services Network, LLC 11%5,619 45,648
Strategic Wealth Advisors Group,Inc. 12%6,232 58,671 FormulaFolio Investments, LLC 99%5,545 73
Mirae Asset Global Investments Co., Ltd. 1%6,200 606,600 SWARTHMORE GROUP INC sold5,500 0
Midwest Professional Planners, LTD. bought6,184 6,184 BCJ Capital Management, LLC 10%5,337 45,860
Evolution Wealth Advisors, LLC 7%6,154 92,528 Beaumont Capital Management, LLC 9%5,335 54,176
STATE TREASURER STATE OF MICHIGAN 5%6,100 137,328 RFG Advisory Group, LLC 27%5,237 14,317
Sontag Advisory, LLC bought5,887 5,887 Atlanta Capital Group 23%5,229 17,618
Biltmore Capital Advisors LLC 216%5,836 8,535 Kaizen Financial Strategies 67%5,210 2,590
Walleye Trading LLC 14%5,800 46,700 Berkeley Capital Partners, LLC 37%5,209 8,974
FIFTH THIRD BANCORP 5%5,712 129,914 Delta Investment Management, LLC sold5,142 0
Elevated Capital Advisors, LLC 26%5,709 27,934 Braun-Bostich & Associates Inc. sold5,119 0
IEQ CAPITAL, LLC bought5,633 5,633 FORTEM FINANCIAL GROUP, LLC 17%5,115 25,447
Graves-Light Private Wealth Management, Inc. 3%5,627 178,968 COLONY GROUP LLC 4%5,113 113,352
Bayesian Capital Management, LP 64%5,600 14,400 Bedell Investment Counselling 10%5,101 44,154
Bramshill Investments, LLC bought5,585 5,585 EDMOND DE ROTHSCHILD HOLDING S.A. sold5,035 0
CREDIT SUISSE/ 1%5,568 728,892 Davidson Kempner Capital Management LP sold5,000 0
MONEY CONCEPTS CAPITAL CORP bought5,503 5,503 EVOKE WEALTH, LLC 37%4,977 8,625
BLAIR WILLIAM & CO/IL 8%5,461 74,398 Global Endowment Management, LP sold4,970 0
LUMINUS MANAGEMENT LLC bought5,000 5,000 Connecticut Wealth Management, LLC sold4,853 0
BRAVE ASSET MANAGEMENT INC 7%4,996 77,113 Worth Venture Partners, LLC sold4,813 0
Private Wealth Group, LLC 89%4,906 10,399 Castle Rock Wealth Management, LLC 74%4,745 1,698
Capital Financial Planning, LLC 10%4,790 50,905 MERCER GLOBAL ADVISORS INC /ADV 45%4,678 5,636
Act Two Investors LLC bought4,775 4,775 Veritable, L.P. 6%4,442 66,265
TRANSCEND WEALTH COLLECTIVE, LLC 10%4,701 52,898 CULLEN FROST BANKERS INC 21%4,375 16,034
WAGNER CAPITAL MANAGEMENT CORP 6%4,650 78,770 Sepio Capital, LLC 3%4,352 156,726
Pathstone Family Office, LLC 5%4,631 95,435 Bartlett & Co. LLC 18%4,300 20,143
New England Private Wealth Advisors LLC bought4,624 4,624 OLD NATIONAL BANCORP /IN/ 1%4,289 301,608
HOLLENCREST SECURITIES LLC 2%4,609 191,186 GERMAN AMERICAN BANCORP, INC. sold4,154 0
Inscription Capital, LLC 128%4,567 8,138 STRINGER ASSET MANAGEMENT, LLC 12%3,984 28,120
Main Management LLC 2%4,514 207,387 Stony Point Wealth Management Inc. 11%3,983 30,991
Altium Wealth Management LLC 209%4,434 6,552 Kingsview Wealth Management, LLC 54%3,949 3,421
PITCAIRN CO bought4,400 4,400 CHARTER TRUST CO 2%3,903 162,982
MURPHY CAPITAL MANAGEMENT INC 3%4,331 160,921 Gyroscope Capital Management Group, LLC 21%3,865 14,436
Meridian Wealth Advisors, LLC 482%4,294 5,185 Mount Yale Investment Advisors, LLC 21%3,851 14,450
Sargent Bickham Lagudis LLC bought4,121 4,121 JUNCTURE WEALTH STRATEGIES, LLC 67%3,831 1,915
UNITED CAPITAL FINANCIAL ADVISERS,INC. 1%4,057 342,440 Golden State Wealth Management, LLC sold3,760 0
ADVISORS MANAGEMENT GROUP INC /ADV bought4,051 4,051 Jaffetilchin Investment Partners, LLC 20%3,743 15,008
BRIGHTON JONES LLC 97%3,949 8,039 Choate Investment Advisors 13%3,523 23,917
VAUGHAN DAVID INVESTMENTS INC/IL 12%3,879 35,577 Avitas Wealth Management LLC 22%3,491 12,640
REGIONS FINANCIAL CORP 28%3,870 17,774 Wunderlich Securities, Inc. 29%3,194 7,987
Palumbo Wealth Management LLC bought3,846 3,846 Loudon Investment Management, LLC sold3,178 0
SCHMEIDLER A R & CO INC 7%3,837 59,956 Cetera Investment Advisers 5%3,152 59,416
greenwich Wealth Management LLC bought3,816 3,816 6 Meridian 22%3,128 10,995
Equitable Holdings, Inc. 10%3,814 41,290 Robertson Stephens Wealth Management, LLC 4%3,085 66,786
Archetype Wealth Partners, LLC bought3,810 3,810 GIRARD PARTNERS LTD. 56%3,061 2,432
Edgestream Partners, L.P. bought3,767 3,767 TIAA, FSB 7%2,932 38,944
Colonial River Wealth Management, LLC bought3,756 3,756 Goss Wealth Management LLC 9%2,910 29,242
M Holdings Securities, Inc. bought3,529 3,529 J. Goldman & Co LP 19%2,865 11,924
Kovack Advisors, Inc. 33%3,524 14,274 CONDOR CAPITAL MANAGEMENT 29%2,837 6,987
Corsicana & Co. bought3,490 3,490 CENTRAL BANK & TRUST CO 4%2,829 61,439
Capital Planning Advisors, LLC 9%3,472 43,365 Riggs Asset Managment Co. Inc. 73%2,784 1,045
Integrated Wealth Concepts LLC 24%3,463 17,767 DAVENPORT & CO LLC 22%2,731 9,892
H D Vest Advisory Services 12%3,410 32,660 Ten Capital Wealth Advisors, LLC 4%2,698 67,549
Hillcrest Wealth Advisors - NY, LLC 26%3,395 16,258 Compass Financial Group, Inc. 4%2,639 57,420
Capital Bank & Trust Co bought3,388 3,388 Pacifica Partners Inc. 60%2,630 1,755
CHATHAM CAPITAL GROUP, INC. 87%3,365 7,250 CAHABA WEALTH MANAGEMENT, INC. sold2,600 0
Granite Investment Advisors, Inc. 8%3,287 45,662 Clear Perspective Advisors, LLC sold2,569 0
Jackson Hole Capital Partners, LLC 195%3,283 4,970 180 WEALTH ADVISORS, LLC 57%2,528 1,870
Bruderman Asset Management, LLC 30%3,223 13,826 QUANTLAB CAPITAL MANAGEMENT LTD sold2,522 0
Minot Wealth Management LLC 73%3,136 7,409 Madden Advisory Services, Inc. sold2,512 0
FMA ADVISORY INC bought3,063 3,063 ARS Wealth Advisors, LLC 42%2,483 3,471
55I, LLC 5%3,047 67,522 Quantitative Advantage LLC 3%2,431 83,149
Focused Wealth Management, Inc 6%3,037 54,665 Bowling Portfolio Management LLC sold2,416 0
Interactive Financial Advisors 10%2,954 32,974 Bangor Savings Bank sold2,384 0
Harwood Advisory Group, LLC bought2,949 2,949 APPLETON GROUP WEALTH MANAGEMENT LLC sold2,330 0
Cornerstone Wealth Management, LLC 39%2,946 10,597 SPINNAKER TRUST 1%2,320 276,752
Financial Network 2%2,945 149,481 qPULA Trading Management LP sold2,300 0
Wharton Business Group, LLC 1%2,937 290,674 Ascent Wealth Partners, LLC sold2,251 0
Intrua Financial, LLC bought2,917 2,917 Edge Capital Group, LLC sold2,246 0
Altus Wealth Management, LLC 4%2,910 80,795 Ayalon Holdings Ltd. 4%2,203 52,215
Creative Planning 5%2,902 66,005 Independent Order of Foresters 10%2,197 19,955
IHT Wealth Management, LLC 6%2,879 53,081 Summit Place Financial Advisors, LLC 35%2,180 4,130
CVA Family Office, LLC bought2,860 2,860 Baker Avenue Asset Management, LP 17%2,166 10,400
Northstar Advisory Group, LLC 7%2,817 44,752 ACORN FINANCIAL ADVISORY SERVICES INC /ADV sold2,164 0
Benchmark Financial Wealth Advisors, LLC bought2,799 2,799 Crabel Capital Management, LLC sold2,137 0
DIMENSION CAPITAL MANAGEMENT PARTNERS bought2,755 2,755 Global Retirement Partners, LLC 14%2,102 12,439
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 96%2,751 5,626 F3Logic, LLC 12%2,058 14,483
PEOPLES FINANCIAL SERVICES CORP. 5,490%2,745 2,795 Shoker Investment Counsel, Inc. sold2,026 0
MCDONALD PARTNERS LLC bought2,713 2,713 Measured Wealth Private Client Group, LLC 15%2,024 11,371
WealthTrust Asset Management, LLC bought2,704 2,704 DEARBORN PARTNERS LLC sold1,999 0
Proquility Private Wealth Partners, LLC 4%2,702 69,977 Modera Wealth Management, LLC sold1,992 0
Lumature Wealth Partners, LLC 101%2,677 5,333 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ sold1,910 0
BlueSky Wealth Advisors, LLC bought2,669 2,669 BANK OF THE WEST sold1,901 0
Icon Wealth Partners, LLC bought2,657 2,657 Global Trust Asset Management, LLC 30%1,893 4,503
CWA Asset Management Group, LLC bought2,646 2,646 BROWN ADVISORY HOLDINGS INC 28%1,865 4,731
Calamos Wealth Management LLC bought2,594 2,594 Occidental Asset Management, LLC 26%1,854 5,145
LINCOLN NATIONAL CORP 12%2,548 23,792 Empirical Financial Services, LLC 32%1,827 3,878
Simmons Bank 8%2,533 34,790 Greenline Partners, LLC 98%1,822 41
Gainplan LLC bought2,463 2,463 Alpha Cubed Investments, LLC sold1,783 0
WHITE BAY PT LLC bought2,400 2,400 KCM INVESTMENT ADVISORS LLC 1%1,762 248,666
COZAD ASSET MANAGEMENT INC bought2,399 2,399 OPPENHEIMER & CO INC 6%1,744 27,918
Stillwater Capital Advisors, LLC 4%2,398 70,567 Danda Trouve Investment Management, Inc. sold1,725 0
Head & Associates, LLC bought2,368 2,368 Ledyard National Bank 10%1,672 15,183
Berkshire Money Management, Inc. 2%2,363 137,985 PERSONAL CFO SOLUTIONS, LLC 16%1,654 8,609
Next Capital Management LLC 10%2,338 26,263 BENJAMIN F. EDWARDS & COMPANY, INC. 5%1,551 28,854
ADVISOR PARTNERS LLC bought2,300 2,300 Samalin Investment Counsel, LLC sold1,528 0
MONTICELLO WEALTH MANAGEMENT, LLC bought2,296 2,296 Cresset Asset Management, LLC 22%1,508 5,368
HARRELL INVESTMENT PARTNERS, LLC 4%2,277 66,425 STEPHENS INC /AR/ 3%1,457 48,497
Leicht Financial Planning & Wealth Management, Inc. 4%2,271 57,802 Iowa State Bank 14%1,446 8,757
PARAMETRIC PORTFOLIO ASSOCIATES 11%2,261 23,476 Principle Wealth Partners LLC 6%1,440 21,932
MEEDER ASSET MANAGEMENT INC 10%2,219 24,363 Carnegie Capital Asset Management, LLC 2%1,428 69,567
Merit Financial Group, LLC bought2,204 2,204 HBW Advisory Services LLC 6%1,422 22,205
Sound View Wealth Advisors Group, LLC 56%2,168 6,047 McGuire Investment Group, LLC 16%1,415 7,696
SCBT FINANCIAL CORP bought2,134 2,134 Financial Enhancement Group LLC sold1,414 0
GSA CAPITAL PARTNERS LLP bought2,131 2,131 American Financial Advisors, LLC 6%1,395 21,311
vontobel swiss wealth advisors AG bought2,106 2,106 SYNOVUS FINANCIAL CORP 9%1,387 14,752
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought2,105 2,105 Blue Zone Wealth Advisors, LLC 3%1,358 43,018
KESTRA PRIVATE WEALTH SERVICES, LLC 26%2,091 10,142 Callan Capital, LLC 2%1,336 56,430
Chicago Wealth Management, Inc. 4%2,078 56,357 United Bank 31%1,324 2,889
IPG Investment Advisors LLC 47%2,070 6,431 DFPG INVESTMENTS, INC. 29%1,293 3,147
Patriot Investment Management Inc. bought2,032 2,032 Freestone Capital Holdings, LLC sold1,289 0
Pictet North America Advisors SA 1%2,031 147,674 Ausdal Financial Partners, Inc. 27%1,207 3,202
BANQUE PICTET & CIE SA 1%2,031 147,674 ROPES WEALTH ADVISORS LLC sold1,180 0
Bridgewater Advisors Inc. bought2,027 2,027 TECTONIC ADVISORS LLC sold1,170 0
V Wealth Management,LLC bought2,008 2,008 GLYNN JA & CO 7%1,166 15,231
Family Management Corp bought2,002 2,002 TOMPKINS FINANCIAL CORP 90%1,159 126
Belpointe Asset Management LLC 14%1,962 16,219 J.W. COLE ADVISORS, INC. 2%1,155 67,237
Avestar Capital, LLC bought1,949 1,949 Constitution Capital LLC 3%1,138 41,247
TriaGen Wealth Management LLC bought1,940 1,940 Elk River Wealth Management, LLC 17%1,125 5,666
PRUDENT INVESTORS NETWORK 5%1,933 43,511 HUNTINGTON NATIONAL BANK 13%1,119 7,772
Alexandria Capital, LLC bought1,888 1,888 IFP Advisors, Inc 10%1,099 9,866
Krilogy Financial LLC 4%1,874 48,702 CMH Wealth Management LLC 2%1,094 59,399
Carlson Capital Management bought1,865 1,865 FRANKLIN RESOURCES INC 15%1,085 5,970
WT Wealth Management 7%1,862 28,641 Crescent Grove Advisors, LLC 26%1,084 3,157
Western Wealth Management, LLC 3%1,852 61,832 Riverpoint Wealth Management Holdings, LLC 2%1,083 63,396
Crossvault Capital Management LLC bought1,850 1,850 Budros, Ruhlin & Roe, Inc. 6%1,065 17,940
LOWE BROCKENBROUGH & CO INC bought1,825 1,825 Nelson Roberts Investment Advisors, LLC 6%1,063 16,604
Strategic Blueprint, LLC 96%1,812 3,709 CAPITAL ONE FINANCIAL CORP 3%1,034 39,686
Windsor Group LTD bought1,783 1,783 Krasney Financial LLC 12%1,026 7,551
Advisors Capital Management, LLC bought1,760 1,760 Meristem, LLP 3%1,000 28,533
Outlook Wealth Advisors, LLC bought1,758 1,758 Donald L. Hagan, LLC 6%977 15,086
PETTYJOHN CO bought1,750 1,750 Capital Wealth Planning, LLC 3%934 27,012
Milestone Group, Inc. bought1,740 1,740 American Institute for Advanced Investment Management, LLP 5%909 16,031
Fulcrum Equity Management 24%1,726 8,931 WOLFF WIESE MAGANA LLC 71%867 361
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC bought1,720 1,720 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sold860 0
Northstar Group, Inc. bought1,709 1,709 Asset Dedication, LLC 66%857 447
WILEY BROS.-AINTREE CAPITAL, LLC bought1,706 1,706 Birchcreek Wealth Management, LLC sold844 0
Traynor Capital Management, Inc. bought1,693 1,693 CHEMUNG CANAL TRUST CO 4%842 19,469
STRATEGY ASSET MANAGERS LLC 33%1,660 6,696 PLIMOTH TRUST CO LLC 5%832 16,429
CENTAURUS FINANCIAL, INC. 4%1,623 46,613 US FINANCIAL ADVISORS, LLC 18%814 3,763
HARBOR FINANCIAL SERVICES, LLC 36%1,622 6,127 Beaumont Financial Partners, LLC 5%806 15,483
PINNACLE ASSOCIATES LTD 7%1,615 25,902 Beirne Wealth Consulting Services, LLC 29%804 2,000
Secure Asset Management, LLC 78%1,611 3,677 Lebenthal Global Advisors, LLC sold800 0
Segment Wealth Management, LLC bought1,595 1,595 FINANCIAL COUNSELORS INC 2%795 35,670
Prosperity Planning, Inc. bought1,588 1,588 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 4%790 20,326
Frisch Financial Group, Inc. 3%1,569 63,265 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 7%782 10,621
Millburn Ridgefield Corp bought1,567 1,567 CYPRESS CAPITAL MANAGEMENT LLC 5%780 15,075
TruWealth Advisors, LLC 8%1,562 22,141 Puplava Financial Services, Inc. 18%736 3,391
Asset Advisors Investment Management, LLC 6%1,560 27,845 Montecito Bank & Trust 5%735 14,654
GPS Wealth Strategies Group, LLC bought1,559 1,559 BKD Wealth Advisors, LLC 19%718 3,074
MAI Wealth Advisors 15%1,559 11,638 Beacon Pointe Advisors, LLC 10%711 6,724
Stillwater Investment Management, LLC 4%1,537 41,754 OPTIMUM INVESTMENT ADVISORS 15%700 4,126
Integrated Advisors Network LLC 45%1,536 4,938 Personal Capital Advisors Corp 17%684 3,389
FLAGSHIP HARBOR ADVISORS, LLC 20%1,531 9,345 Smith, Salley & Associates 6%673 10,207
Paradigm Financial Partners, LLC 25%1,508 7,529 Meridian Wealth Partners, LLC 49%663 688
First Command Financial Services, Inc. 47%1,473 4,618 Archford Capital Strategies, LLC 9%648 6,404
Atlantic Trust Group, LLC 14%1,462 11,641 Chevy Chase Trust Holdings, Inc. 5%640 11,835
Canton Hathaway, LLC 9%1,461 18,640 ENTERPRISE FINANCIAL SERVICES CORP 22%630 2,280
McGowan Group Asset Management, Inc. 11%1,451 14,630 Total Clarity Wealth Management, Inc. sold624 0
Neuberger Berman Group LLC 41%1,450 4,969 Landsberg, Bennett, & Dubbaneh LLC 21%624 2,414
Modus Advisors, LLC 4%1,439 35,789 MTM Investment Management, LLC 4%620 14,881
WHITTIER TRUST CO OF NEVADA INC bought1,326 1,326 IFG Advisory, LLC 4%589 15,858
MMA ASSET MANAGEMENT LLC 14%1,312 10,524 KING LUTHER CAPITAL MANAGEMENT CORP 25%587 1,717
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 63%1,309 3,396 Princeton Global Asset Management LLC 22%570 2,035
Sierra Capital LLC bought1,303 1,303 CAPROCK Group, Inc. 5%566 11,343
Gyon Technologies Capital Management, LP 11%1,298 12,800 Aspire Private Capital, LLC 34%561 1,083
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1%1,290 191,792 WELCH CAPITAL PARTNERS LLC/NY 1%560 65,150
LYELL WEALTH MANAGEMENT, LP 9%1,288 16,206 Perigon Wealth Management, LLC 12%553 4,013
Hilltop Holdings Inc. 15%1,274 10,011 SIGMA INVESTMENT COUNSELORS INC 18%550 2,531
High Note Wealth, LLC 2%1,261 59,464 Exchange Capital Management, Inc. 12%550 4,010
Axiom Investment Management LLC bought1,246 1,246 Shulman DeMeo Asset Management LLC 10%545 4,859
TrinityPoint Wealth, LLC 4%1,245 32,952 D.B. Root & Company, LLC 8%542 6,127
CLS INVESTMENT FIRM, LLC 30%1,202 5,146 Keystone Financial Group 11%538 4,309
BigSur Wealth Management LLC 6%1,200 20,170 BROWN BROTHERS HARRIMAN & CO 51%527 515
Regent Peak Wealth Advisors LLC 27%1,195 5,562 ROCKLAND TRUST CO 7%520 6,416
Paradigm, Strategies in Wealth Management, LLC bought1,191 1,191 One Charles Private Wealth Services, LLC sold517 0
Stratos Wealth Advisors, LLC 12%1,189 11,286 SVB Wealth Advisory, Inc. sold513 0
LAZARD ASSET MANAGEMENT LLC 2%1,183 55,107 TORONTO DOMINION BANK 56%500 400
Westbourne Investment Advisors, Inc. 24%1,162 5,983 Black Swift Group, LLC sold500 0
Strategic Wealth Management Group, LLC 47%1,159 3,628 Ballew Advisors, Inc 11%494 4,103
Kore Private Wealth LLC 4%1,138 30,524 RT Capital Management, LLC 1%490 57,332
EATON VANCE MANAGEMENT bought1,130 1,130 Tennessee Valley Asset Management Partners 20%481 1,945
Wela Strategies, LLC 3%1,103 36,824 Main Street Financial Solutions, LLC 17%480 2,342
FIRST MANHATTAN CO bought1,097 1,097 St. Johns Investment Management Company, LLC 2%478 22,219
DAVIDSON D A & CO 8%1,084 14,043 AMG National Trust Bank 2%475 21,968
FinTrust Capital Advisors, LLC bought1,084 1,084 Pacific Wealth Strategies Group, Inc. 3%464 13,151
MML INVESTORS SERVICES, LLC 1%1,078 178,480 Tradewinds Capital Management, LLC sold462 0
Community Financial Services Group, LLC 18%1,073 6,922 CEDAR CAPITAL, LLC 10%454 4,087
Bay Rivers Group 5%1,051 22,269 Greenhouse Wealth Management, LLC sold439 0
Loveless Wealth Management LLC 5%1,031 20,022 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 55%438 360
Ariel Capital Advisors, LLC 3%1,029 35,413 MASSMUTUAL TRUST CO FSB/ADV 21%431 1,670
Burns Wealth Management, Inc. 10%1,018 11,571 US BANCORP DE 0%419 617,278
Meridian Wealth Management, LLC 3%1,010 30,968 Moloney Securities Asset Management, LLC 2%416 21,003
Oxler Private Wealth LLC 28%1,008 4,555 Peak Financial Management, Inc. 11%410 3,465
Cribstone Capital Management, LLC 5%1,001 20,437 PUTNAM FL INVESTMENT MANAGEMENT CO 12%407 2,855
Endurance Wealth Management, Inc. 10%961 10,314 JOHNSON INVESTMENT COUNSEL INC 4%401 10,390
OSBORNE PARTNERS CAPITAL MANAGEMENT 44%955 3,130 GFS Advisors, LLC 16%400 2,131
ALTFEST L J & CO INC 25%950 4,688 Banque Cantonale Vaudoise 41%400 570
Camden Capital, LLC 5%935 20,243 Sigma Planning Corp 1%382 55,403
QUADRANT CAPITAL GROUP LLC bought931 931 Arete Wealth Advisors, LLC 9%382 3,911
HBK Sorce Advisory LLC 24%907 4,623 DOWLING & YAHNKE INC 14%377 2,379
Sabal Trust CO 2%900 44,556 FIRST UNITED BANK TRUST/ 16%366 1,865
Crewe Advisors LLC 272%898 1,228 Cypress Capital Management LLC (WY) 1%359 25,841
AMERITAS INVESTMENT CORP 10%874 9,342 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7%356 4,571
Providence First Trust Co 3%873 27,105 Maryland Capital Management, LLC 10%341 3,020
Navis Wealth Advisors, LLC 20%864 5,154 Sterling Investment Management, Inc. 6%332 5,479
Valmark Advisers, Inc. 25%853 4,212 USA Financial Portformulas Corp 21%323 1,217
Wallington Asset Management, LLC 43%840 2,780 Source Financial Advisors LLC 3%301 11,665
COURIER CAPITAL CORP 11%840 8,515 AlphaCore Capital LLC 12%298 2,252
Allred Capital Management, LLC 5%808 16,727 Sound Income Strategies, LLC 64%293 168
Ellis Investment Partners, LLC 10%792 8,441 Feltz Wealth PLAN Inc. 1%291 42,541
GLENMEDE TRUST CO NA 2%780 36,404 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3%288 9,973
AdvisorNet Financial, Inc 6%778 14,434 Silverleafe Capital Partners, LLC 1%276 23,681
Concord Wealth Partners 580%760 891 Northwest Bancshares, Inc. 12%263 2,010
SALEM INVESTMENT COUNSELORS INC 11%756 7,400 RPG Investment Advisory, LLC 4%258 6,450
Boltwood Capital Management 4%749 18,443 IFS Advisors, LLC sold257 0
KFA Private Wealth Group, LLC 35%745 2,851 Kistler-Tiffany Companies, LLC 20%255 1,020
S. R. Schill & Associates 10%745 7,944 HARVEST GROUP WEALTH MANAGEMENT, LLC sold255 0
Dynamic Advisors Solutions LLC 14%699 5,711 Busey Trust CO 2%252 10,386
BUTENSKY & COHEN FINANCIAL SECURITY, INC 6%687 12,813 Valeo Financial Advisors, LLC 4%248 5,323
ProVise Management Group, LLC 10%674 7,674 PEDDOCK CAPITAL ADVISORS, LLC sold248 0
Ellevest, Inc. 188%658 1,008 Brookstone Capital Management 6%231 3,434
Capital Advisors, Ltd. LLC 65%655 1,668 Capital Investment Counsel, Inc 1%230 17,790
Charles Schwab Trust Co 31%637 2,722 Abbrea Capital, LLC 5%229 4,321
Strategic Financial Group, LLC 2%624 27,731 Clean Yield Group sold225 0
Interchange Capital Partners, LLC 7%619 9,695 Oakworth Capital, Inc. 77%218 65
Financial Avengers, Inc. bought600 600 HALLMARK CAPITAL MANAGEMENT INC 3%216 6,683
Financeware, Inc. bought600 600 KEYBANK NATIONAL ASSOCIATION/OH 1%215 32,288
Oxinas Partners Wealth Management LLC 14%581 4,750 Covington Capital Management 24%205 650
ALLIANCEBERNSTEIN L.P. 8%578 7,960 Barnett & Company, Inc. 31%200 440
SMITH, MOORE & CO. 10%570 6,304 Vigilant Capital Management, LLC 25%200 604
Sheaff Brock Investment Advisors, LLC 7%558 8,443 DB Wealth Management Group, LLC 19%192 834
Johnson Financial Group, Inc. bought548 548 BRANDYWINE OAK PRIVATE WEALTH LLC 0%191 38,308
RAYMOND JAMES TRUST CO 2%548 22,542 ATLANTA CAPITAL MANAGEMENT CO L L C 6%190 3,023
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110%545 1,042 Buckingham Asset Management, LLC 6%190 3,245
Zions Bancorporation, N.A. 157%531 870 Goelzer Investment Management, Inc. 4%188 5,161
Csenge Advisory Group 7%528 7,657 WEATHERLY ASSET MANAGEMENT LP /ADV 1%187 23,187
Steel Peak Wealth Management LLC 5%527 11,240 Brown Advisory Securities, LLC 6%186 2,706
Apollon Wealth Management, LLC 29%526 2,344 United Asset Strategies, Inc. 0%185 43,032
TELEMUS CAPITAL, LLC 7%520 8,314 Sequoia Financial Advisors, LLC 2%184 10,703
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 26%507 2,429 Bay Harbor Wealth Management, LLC sold183 0
TOTH FINANCIAL ADVISORY CORP 1%507 53,093 Summit X, LLC 7%180 2,269
HoyleCohen, LLC 8%500 6,557 Valley Brook Capital Group, Inc. sold179 0
NBT BANK N A /NY 5%495 9,931 ORLEANS CAPITAL MANAGEMENT CORP/LA 4%175 4,095
Magnus Financial Group LLC 2%488 24,704 HCR Wealth Advisors 5%175 3,075
BFSG, LLC 13%485 4,135 Roble, Belko & Company, Inc 2%174 9,344
Strategic Advisors LLC 6%479 8,828 Curi Wealth Management, LLC sold173 0
WOODMONT INVESTMENT COUNSEL LLC 9%475 5,860 Sandy Spring Bank 1%166 22,593
HARBOUR INVESTMENTS, INC. bought462 462 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 8%165 2,020
Janney Capital Management LLC 17%458 3,197 FIRST NATIONAL TRUST CO 1%161 11,075
Capital Investment Advisory Services, LLC 7%449 7,029 Laidlaw Wealth Management LLC 1%161 13,235
First National Bank of South Miami 38%447 1,621 Full Sail Capital, LLC 1%160 27,025
Purus Wealth Management, LLC 4%436 12,003 Round Rock Advisors, LLC 6%160 2,733
Financial Partners Group, Inc 14%436 3,483 Investors Financial Group, LLC 2%158 8,058
Moors & Cabot, Inc. 6%436 7,743 CAPITAL INSIGHT PARTNERS, LLC 1%157 29,462
BENJAMIN EDWARDS INC bought431 431 INGALLS & SNYDER LLC 2%155 6,583
Sugarloaf Wealth Management, LLC 114%426 801 TCF National Bank 4%153 4,141
We Are One Seven, LLC 4%425 10,206 DAGCO, INC. 5%150 2,923
E&G Advisors, LP 17%420 2,892 Ashfield Capital Partners, LLC 4%150 3,200
CREATIVE FINANCIAL DESIGNS INC /ADV 46%406 1,280 MCMILLION CAPITAL MANAGEMENT INC sold145 0
9258 Wealth Management, LLC 4%405 10,115 STIFEL FINANCIAL CORP 16%143 736
LPWM LLC 22%401 2,184 Circle Wealth Management, LLC 4%140 2,994
WADE G W & INC 10%396 4,497 BTR CAPITAL MANAGEMENT INC 2%140 5,597
TD Capital Management LLC 84%395 866 OLD SECOND NATIONAL BANK OF AURORA 43%140 185
Lido Advisors, LLC 1%389 40,760 Ahrens Investment Partners LLC 6%135 1,990
MAGNOLIA CAPITAL ADVISORS LLC 16%385 2,821 NEXT Financial Group, Inc 15%134 745
Edge Wealth Management LLC bought360 360 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20%123 507
Plante Moran Financial Advisors Ltd Partnership 14%358 2,952 Cypress Wealth Services, LLC 6%122 1,925
WEALTH ADVISORS, INC. 0%354 103,862 Armor Investment Advisors, LLC sold122 0
Rezny Wealth Management, Inc. 0%346 79,442 N.E.W. Advisory Services LLC 4%121 3,188
GOFEN & GLOSSBERG LLC /IL/ 8%341 4,551 SeaCrest Wealth Management, LLC 5%117 2,192
Private Ocean, LLC bought326 326 Game Plan Financial Advisors, LLC 4%115 3,036
Chicago Partners Investment Group LLC 12%317 2,970 PROFFITT & GOODSON INC 1%114 20,579
WEALTHSOURCE PARTNERS, LLC 6%311 5,835 Dorsey & Whitney Trust CO LLC 1%111 17,606
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 3%307 10,663 Smith & Howard Wealth Management, LLC 1%103 19,815
Cranbrook Wealth Management, LLC 9%306 3,763 People's United Financial, Inc. 2%100 5,398
Perkins Coie Trust Co bought300 300 Financial Architects, Inc 1%100 10,354
PARTNERS CAPITAL INVESTMENT GROUP, LLP 0%295 323,668 THOMPSON SIEGEL & WALMSLEY LLC sold100 0
Trust Co 3%294 9,344 Efficient Wealth Management LLC 13%100 679
FineMark National Bank & Trust 9%289 3,679 Warren Averett Asset Management, LLC 4%99 2,297
Legacy Capital Partners, Inc. 4%284 7,433 Hexagon Capital Partners LLC 4%97 2,109
JONES FINANCIAL COMPANIES LLLP 31%280 1,178 ASSET MANAGEMENT CORP /IL/ /ADV 4%97 2,372
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2%276 12,475 ROMAN BUTLER FULLERTON & CO 1%91 11,491
Laurel Wealth Advisors, Inc. 3%265 8,753 Patten Group, Inc. 2%90 4,682
Joseph P. Lucia & Associates, LLC 6%262 4,826 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2%89 4,036
True Link Financial Advisors, LLC 24%261 1,328 Chesapeake Wealth Management 0%89 18,199
SkyView Investment Advisors, LLC bought261 261 Intersect Capital LLC 4%88 2,121
BALDWIN BROTHERS INC/MA bought260 260 Lindbrook Capital, LLC 25%87 263
Emerald Investment Partners, LLC bought257 257 DELTA ASSET MANAGEMENT LLC/TN 34%86 168
PATRON PARTNERS ADVISORS, LLC 5%247 5,257 LCNB CORP 1%83 8,325
Stonebridge Capital Advisors LLC bought247 247 Quadrant Private Wealth Management, LLC 2%81 4,028
WASHINGTON TRUST CO 165%246 395 Round Table Services, LLC 4%79 1,956
Burleson & Company, LLC bought240 240 Old North State Trust, LLC sold76 0
Aviance Capital Partners, LLC 11%239 2,512 PARSONS CAPITAL MANAGEMENT INC/RI 2%75 3,993
Parallel Advisors, LLC 3%231 8,369 McIlrath & Eck, LLC 15%71 389
Grassi Investment Management 1%227 18,492 DONALDSON CAPITAL MANAGEMENT, LLC 1%67 4,681
Institute for Wealth Management, LLC. 4%224 5,337 COLLECTIVE FAMILY OFFICE LLC 3%66 2,569
PATTEN & PATTEN INC/TN 1%218 38,637 Pinnacle Wealth Planning Services, Inc. sold66 0
AMARILLO NATIONAL BANK 1%215 17,787 Laurel Wealth Advisors LLC 5%65 1,125
MATHER GROUP, INC. 4%208 5,586 McAdam, LLC 3%65 2,158
Camarda Financial Advisors, LLC 0%201 59,893 Coastal Investment Advisors, Inc. 2%62 3,395
CHILTON CAPITAL MANAGEMENT LLC 3%193 7,788 Kovitz Investment Group Partners, LLC 1%57 6,950
Hartland & Co., LLC 5%186 4,154 StrongBox Wealth, LLC 2%57 2,303
Rehmann Capital Advisory Group 2%171 7,196 Capital Asset Advisory Services LLC 5%56 1,040
First Financial Bank, N.A. - Trust Division 2%168 7,481 FORT PITT CAPITAL GROUP, LLC sold54 0
FARMERS & MERCHANTS INVESTMENTS INC 332%166 216 Capital Advisory Group Advisory Services, LLC 4%51 1,299
Financial Advantage, Inc. 55%166 466 Raab & Moskowitz Asset Management LLC 2%51 2,253
Baron Financial Group, LLC 14%165 1,321 Jacobi Capital Management LLC 1%51 10,088
HYA Advisors, Inc 5%159 3,351 Ambassador Advisors, LLC 9%50 538
Williams Jones Wealth Management, LLC. 5%152 3,207 CONCENTRIC WEALTH MANAGEMENT, LLC 2%50 2,125
WESPAC Advisors SoCal, LLC 3%150 4,786 Enterprise Trust & Investment Co 0%50 16,950
Financial Gravity Wealth, Inc. bought148 148 Kinloch Capital, LLC sold48 0
EP Wealth Advisors, Inc. 1%145 10,319 BRYN MAWR TRUST CO/PA 2%43 2,289
Aurora Private Wealth, Inc. 5%143 3,273 Voya Financial Advisors, Inc. 0%43 13,077
REILLY FINANCIAL ADVISORS, LLC 16%140 1,009 Insight Advisors, LLC/ PA 1%41 3,839
Union Bankshares Corp 8%139 1,980 Baystate Wealth Management LLC sold40 0
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1%136 11,183 Signet Investment Advisory Group, Inc. sold40 0
Stuart Chaussee & Associates, Inc. bought136 136 Wealthcare Advisory Partners LLC 1%40 2,804
Allegiant Private Advisors, LLC 5%131 2,614 DUNCKER STREETT & CO INC 8%40 433
JACKSON SQUARE CAPITAL, LLC 4%126 2,997 Summit Investment Advisors, Inc. 6%35 571
Wellington Shields Capital Management, LLC 4%125 3,215 CPCM, LLC 0%35 7,714
Archer Investment Corp 36%125 469 Perennial Investment Advisors, LLC 0%31 11,675
PRIVATE ASSET MANAGEMENT INC 3%120 4,580 CLAUDIA M.P. BATLLE, CRP (R) LLC sold30 0
VESTOR CAPITAL CORP 16%103 747 West Oak Capital, LLC 2%30 1,225
Granite Springs Asset Management LLC 5%103 2,327 Accel Wealth Management 12%30 229
SIGNATUREFD, LLC 50%101 303 Argent Trust Co 1%29 4,117
TRUSTCORE FINANCIAL SERVICES, LLC 12%100 968 AMERICAN NATIONAL BANK 3%25 727
WHITTIER TRUST CO 2%100 5,943 Galvin, Gaustad & Stein, LLC 1%25 4,695
NORTHWEST INVESTMENT COUNSELORS, LLC bought100 100 ELCO Management Co., LLC 1%25 4,000
LAKE STREET FINANCIAL LLC 2%98 5,124 OPPENHEIMER ASSET MANAGEMENT INC 0%21 11,565
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3%97 2,885 CARY STREET PARTNER INVESTMENT ADVISORY LLC 1%18 1,876
Hanson McClain, Inc. 7%97 1,519 Inspire Advisors, LLC sold18 0
Atlas Private Wealth Management bought96 96 VisionPoint Advisory Group, LLC 0%15 7,701
Lenox Wealth Advisors, Inc. bought96 96 RESOURCES MANAGEMENT CORP /CT/ /ADV 1%15 1,505
Apexium Financial, LP 2%94 5,215 Windsor Capital Management, LLC 0%12 17,834
Atlas Private Wealth Advisors 8%94 1,223 Sage Capital Advisors,llc 0%9 6,616
Linscomb & Williams, Inc. 3%87 3,199 FMR LLC 46%6 7
PRUDENTIAL FINANCIAL INC 1%85 9,575 KANAWHA CAPITAL MANAGEMENT LLC 0%6 17,026
TRUST CO OF VIRGINIA /VA 0%76 42,449 Private Wealth Strategies, L.L.C. 0%6 5,191
Analyst IMS Investment Management Services Ltd. 1%72 11,200 FAGAN ASSOCIATES, INC. 0%5 4,284
Jackson, Grant Investment Advisers, Inc. 0%72 26,711 TRUE Private Wealth Advisors sold5 0
Wealth Advisory Solutions, LLC 0%70 14,825 Carmichael Hill & Associates, Inc. 0%4 1,417
KG&L Capital Management,LLC 1%69 4,682 Fieldpoint Private Securities, LLC 0%3 5,081
BDO Wealth Advisors, LLC bought62 62 MANCHESTER FINANCIAL INC 1%2 197
ATRIA INVESTMENTS LLC 0%58 104,443 First PREMIER Bank no change 91
Ancora Advisors, LLC 4%57 1,480 BALLAST ADVISORS LLC no change 95
Journey Advisory Group, LLC 2%56 2,454 Eukles Asset Management no change 104
Eudaimonia Partners, LLC 3%56 1,933 Vontobel Holding Ltd. no change 81
Gradient Investments LLC 13%53 476 ALPINE WOODS CAPITAL INVESTORS, LLC no change 14,000
Parkside Financial Bank & Trust bought52 52 Clearview Wealth Advisors LLC no change 71
Abbot Financial Management, Inc. 1%50 9,900 HOWE & RUSLING INC no change 66
L & S Advisors Inc 2%47 2,019 FACTORY MUTUAL INSURANCE CO no change 336,000
CRA Financial Services, LLC 2%47 2,207 Green Harvest Asset Management LLC no change 8,516
Gemmer Asset Management LLC 19%46 294 SOL Capital Management CO no change 11,944
Bank of Marin 0%38 17,873 Tortoise Investment Management, LLC no change 75
Advanced Asset Management Advisors Inc 1%36 2,755 COWEN AND COMPANY, LLC no change 340,000
Massey, Quick & Co., LLC 19%35 218 Pineno Levin & Ford Asset Management, Inc. no change 1,750
HIGHLAND CAPITAL MANAGEMENT CORP 1%34 4,746 Cedar Wealth Management, LLC no change 130
Capstone Triton Financial Group, LLC 2%28 1,790 Advocacy Wealth Management Services, LLC no change 290
Legacy Advisors, LLC 0%28 8,127 Legacy Bridge, LLC no change 132
PROEQUITIES, INC. 0%28 7,879 SYM FINANCIAL CORPORATION no change 1,383
MARCO INVESTMENT MANAGEMENT LLC 0%25 6,773 First Personal Financial Services no change 135
Carroll Financial Associates, Inc. 2%22 1,235 WealthTrust Axiom LLC no change 1,757
Rock Creek Group, LP bought19 19 Balentine LLC no change 128
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1%18 2,045 HighMark Wealth Management LLC no change 117
Family Firm, Inc. 0%17 4,859 Center for Financial Planning, Inc. no change 115
Moser Wealth Advisors, LLC bought17 17 Savior LLC no change 105
Charter Oak Capital Management, LLC 1%16 1,435 HC FINANCIAL ADVISORS INC no change 121
Patriot Financial Group Insurance Agency, LLC 1%16 2,569 MOTCO no change 127
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0%15 3,926 RITTER DANIHER FINANCIAL ADVISORY, LLC no change 109
ROOSEVELT INVESTMENT GROUP INC 0%15 5,116 Moisand Fitzgerald Tamayo, LLC no change 44
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0%13 3,017 Amerivest Investment Management LLC no change 964,321
Powell Investment Advisors, LLC 0%12 3,472 YorkBridge Wealth Partners, LLC no change 3,360
MISSION CREEK CAPITAL PARTNERS, INC 0%12 6,866 Pinnacle Bank no change 542
BURNS J W & CO INC/NY 0%10 2,662 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD no change 74,204
Retirement Network 0%9 5,407 Rocky Mountain Advisers, LLC no change 634
Grant/GrossMendelsohn, LLC 0%8 3,558 WEBSTER BANK, N. A. no change 1,173
Vivaldi Capital Management, LLC 0%7 2,908 Brand Asset Management Group, Inc. no change 136
Founders Financial Alliance, LLC 39%7 25 Marquette Asset Management Inc. no change 27,200
TL Private Wealth 0%7 2,350 Sage Mountain Advisors LLC no change 583
WP Advisors, LLC 0%6 1,720 Bard Financial Services, Inc. no change 25,910
Bollard Group LLC 0%6 1,865 Baird Financial Group, Inc. no change 178
LBMC INVESTMENT ADVISORS, LLC 0%5 2,139 SOA Wealth Advisors, LLC. no change 777
Annapolis Financial Services, LLC 1%4 271 WESCAP Management Group, Inc. no change 2,712
Alta Wealth Advisors LLC 0%3 4,545 Shanda Payment Holdings Ltd. no change 80,000
Northeast Financial Consultants Inc 0%3 6,458 Versant Capital Management, Inc no change 300
Tower View Investment Management & Research LLC 0%3 977 Ironwood Wealth Management, llc no change 20
MERIDIAN INVESTMENT COUNSEL INC. 0%2 15,614 MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 19
Disciplined Investments, LLC 0%2 527 Selective Wealth Management no change 51
Winch Advisory Services, LLC 1%2 347 Successful Portfolios LLC no change 2,107
OXFORD FINANCIAL GROUP LTD 2%1 44 Independence Bank of Kentucky no change 45
Regal Wealth Group, Inc. 6%1 17 RDA Financial Network no change 2,623
Verdence Capital Advisors LLC 0%1 2,539 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) no change 155,546
Horan Securities, Inc. 0%1 277 Adviser Investments LLC no change 6,275
North Star Investment Management Corp. 0%1 2,038 FIRST HAWAIIAN BANK no change 2,442
Gleason Group, Inc. 0%1 232 M&R CAPITAL MANAGEMENT INC no change 17
HARBOR INVESTMENT ADVISORY, LLC 0%1 5,395 Waldron, LP no change 32,497
Bellecapital International Ltd. 0%1 1,771 Crescent Capital Consulting, LLC no change 15
CAROLINAS WEALTH CONSULTING LLC 0%1 4,721 HUDSON VALLEY INVESTMENT ADVISORS INC /ADV no change 2,160
Firestone Capital Management no change 50
Hoese & Co LLP no change 926
Community Bank, N.A. no change 3,020
ARROW FINANCIAL CORP no change 800
Fiduciary Group LLC no change 2,863
HYMAN CHARLES D no change 2,615
Hambrecht & Quist Capital Management LLC no change 10,055
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC no change 2,480
TWIN FOCUS CAPITAL PARTNERS, LLC no change 3,060
BAILARD, INC. no change 8,124
Affiance Financial, LLC no change 7,504
Bristlecone Advisors, LLC no change 7,484
Court Place Advisors, LLC no change 7,570
Manchester Capital Management LLC no change 3,359
NVWM, LLC no change 8,020
Claraphi Advisory Network, LLC no change 2,411
CAPITAL MANAGEMENT ASSOCIATES /NY/ no change 10,250
Freedman Financial Associates, Inc. no change 2,119
HOWARD FINANCIAL SERVICES, LTD. no change 2,131
SHEETS SMITH & ASSOCIATES INC no change 2,084
NORTHSTAR INVESTMENT ADVISORS LLC no change 2,020
Select Asset Management & Trust no change 2,000
ZEKE CAPITAL ADVISORS, LLC no change 2,160
PRW Wealth Management LLC no change 2,171
Curtis Advisory Group, LLC no change 2,252
GYL FINANCIAL SYNERGIES, LLC no change 2,290
SCHMIDT P J INVESTMENT MANAGEMENT INC no change 2,225
Aspen Investment Management Inc no change 2,210
MCF Advisors LLC no change 2,197
Spears Abacus Advisors LLC no change 3,474
Altavista Wealth Management, Inc. no change 3,505
MOODY LYNN & CO/ no change 4,590
Financial Insights, Inc. no change 5,439
Gilman Hill Asset Management, LLC no change 4,560
Ironsides Asset Advisors, LLC no change 4,500
UNIONBANCAL CORP no change 4,468
Glenview Trust Co no change 4,876
Biltmore Family Office, LLC no change 5,371
Country Club Trust Company, n.a. no change 5,300
Tradition Wealth Management, LLC no change 5,249
FIDUCIARY TRUST CO no change 5,095
GAMCO INVESTORS, INC. ET AL no change 5,000
Winfield Associates, Inc. no change 4,987
Allen Capital Group, LLC no change 4,415
Paragon Capital Management Ltd no change 5,638
EVERETT HARRIS & CO /CA/ no change 7,010
MONTAG A & ASSOCIATES INC no change 3,764
Aberdeen Wealth Management LLC no change 7,419
Sunbelt Securities, Inc. no change 3,648
Sailer Financial LLC no change 3,629
CT Mason no change 6,700
Eagle Ridge Investment Management no change 3,902
FLC Capital Advisors no change 4,109
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 4,250
Ferris Capital, LLC no change 6,500
Allen Investment Management LLC no change 3,943
LYNCH & ASSOCIATES/IN no change 3,915
Poehling Capital Management, LLC no change 1,930
Bremer Bank National Association no change 1,926
RWM Asset Management, LLC no change 444
Fernwood Investment Management, LLC no change 12,629
MONETARY MANAGEMENT GROUP INC no change 400
BELLEVUE ASSET MANAGEMENT, LLC no change 391
Vectors Research Management, LLC no change 358
Cedar Mountain Advisors, LLC no change 378
LIBERTY WEALTH MANAGEMENT LLC no change 461
Wagner Wealth Management, LLC no change 483
TCI Wealth Advisors, Inc. no change 573
Knuff & Co LLC no change 600
DIVIDEND GROWTH ADVISORS, LLC no change 518
Hall Kathryn A. no change 12,467
Pacific Center for Financial Services no change 496
Clear Perspectives Financial Planning, LLC no change 329
Larson Financial Group LLC no change 327
Global Wealth Management Investment Advisory, Inc. no change 235
VALLEY NATIONAL ADVISERS INC no change 240
BOURGEON CAPITAL MANAGEMENT LLC no change 206
Lloyd Advisory Services, LLC. no change 182
STEPHENSON NATIONAL BANK & TRUST no change 170
Providence Capital Advisors, LLC no change 241
GABLES CAPITAL MANAGEMENT INC. no change 259
ABSOLUTE INVESTMENT MANAGEMENT LLC no change 312
HM PAYSON & CO no change 314
Sonora Investment Management, LLC no change 312
IAG Wealth Partners, LLC no change 310
Perennial Advisors, LLC no change 300
Capital Analysts, Inc. no change 8
Rice Partnership, LLC no change 612
Concannon Wealth Management, LLC no change 1,560
WealthBridge Capital Management, LLC no change 11,574
Private Capital Group, LLC no change 1,402
CITY HOLDING CO no change 1,400
JNBA Financial Advisors no change 1,332
Acropolis Investment Management, LLC no change 1,640
Lehman & Derafelo Financial Resources LLC no change 1,665
Spectrum Management Group, Inc. no change 1,870
First Long Island Investors, LLC no change 1,880
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. no change 1,790
Grant Street Asset Management, Inc. no change 1,685
Rockbridge Investment Management, LCC no change 1,679
Truvestments Capital LLC no change 150
Front Row Advisors LLC no change 1,255
Aptus Capital Advisors, LLC no change 848
Costello Asset Management, INC no change 868
Diligent Investors, LLC no change 12,169
Sterling Investment Advisors, Ltd. no change 668
Stewardship Financial Advisors, LLC no change 618
Bedel Financial Consulting, Inc. no change 879
Garde Capital, Inc. no change 895
Lakeview Capital Partners, LLC no change 1,245
Key FInancial Inc no change 1,255
SECURITY NATIONAL TRUST CO no change 1,056
Mine & Arao Wealth Creation & Management, LLC. no change 1,000
Hartford Financial Management Inc. no change 960
Hudock Moyer Wealth Resources, LLC no change 139
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