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STOCK TICKER:
ISHARES MSCI E.M.I.F   (ticker: EEM)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
Retirement Systems of Alabama 16,714,526 16,623,950 1% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 0 3,349,856 Sold Out 2021-03-31
US BANCORP DE 4,792,269 4,709,631 2% 2021-03-31
CHURCHILL MANAGEMENT GROUP /CA/ 3,314,789 3,369,071 2% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 2,878,460 2,778,812 4% 2021-03-31
Cutler Group LP 25,520 1,877,400 99% 2021-03-31
DUPONT CAPITAL MANAGEMENT 1,752,439 4,180,159 58% 2021-03-31
HUNTINGTON NATIONAL BANK 1,736,520 367,177 373% 2021-03-31
Halbert, Hargrove/Russell LLC 1,385,501 1,398,520 1% 2021-03-31
Calamos Advisors LLC 1,056,500 1,342,500 21% 2021-03-31
M&T BANK CORP 957,803 960,891 0% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 758,404 545,812 39% 2021-03-31
STRS OHIO 700,000 806,680 13% 2021-03-31
Creative Planning 2,100 500 320% 2021-03-31
GREENLEAF TRUST 554,482 604,335 8% 2021-03-31
EASTERN BANK 549,714 458,379 20% 2021-03-31
Ilmarinen Mutual Pension Insurance Co 452,800 1,781,500 75% 2021-03-31
GW HENSSLER & ASSOCIATES LTD 376,520 0 New Buy 2021-03-31
UBP Investment Advisors SA 353,816 258,326 37% 2021-03-31
ATWOOD & PALMER INC 350,628 351,678 0% 2021-03-31
WealthBridge Investment Counsel Inc. 337,940 328,155 3% 2021-03-31
Janney Montgomery Scott LLC 322,515 357,681 10% 2021-03-31
Polaris Wealth Advisers, LLC 319,954 351,946 9% 2021-03-31
COMMERCE BANK N A/MO 314,012 314,837 0% 2021-03-31
UNIONBANCAL CORP 313,034 320,074 2% 2021-03-31
HT Partners LLC 306,456 340,568 10% 2021-03-31
Goldstein Munger & Associates 291,411 267,446 9% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 288,730 312,449 8% 2021-03-31
LBMC INVESTMENT ADVISORS, LLC 287,288 286,824 0% 2021-03-31
COWEN AND COMPANY, LLC 284,300 0 New Buy 2021-03-31
Valeo Financial Advisors, LLC 275,112 273,419 1% 2021-03-31
Aft, Forsyth & Sober, LLC 255,750 55,600 360% 2021-03-31
Chicago Partners Investment Group LLC 253,982 222,832 14% 2021-03-31
TIAA, FSB 3,557 3,728 5% 2021-03-31
Arbor Investment Advisors, LLC 247,835 260,203 5% 2021-03-31
JUNCTURE WEALTH STRATEGIES, LLC 247,559 277,920 11% 2021-03-31
Hexavest Inc. 246,459 319,449 23% 2021-03-31
AE Wealth Management LLC 241,201 66,840 261% 2021-03-31
Paulson Wealth Management Inc. 238,855 231,954 3% 2021-03-31
Crestone Asset Management LLC 0 282,569 Sold Out 2021-03-31
BosValen Asset Management Ltd 220,000 85,000 159% 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 219,989 219,307 0% 2021-03-31
STOCK YARDS BANK & TRUST CO 219,416 224,619 2% 2021-03-31
Sumitomo Mitsui Trust Holdings, Inc. 207,538 216,938 4% 2021-03-31
Twele Capital Management, Inc. 205,418 281,941 27% 2021-03-31
Private Advisor Group, LLC 170,112 0 New Buy 2021-03-31
IFP Advisors, Inc 197,211 30,527 546% 2021-03-31
BANK OF STOCKTON 196,753 161,412 22% 2021-03-31
CULLEN FROST BANKERS INC 194,712 190,114 2% 2021-03-31
SPINNAKER CAPITAL LTD 192,000 0 New Buy 2021-03-31
BBVA USA BANCSHARES INC 190,124 83,007 129% 2021-03-31
Israel Discount Bank of New York 185,304 161,285 15% 2021-03-31
Vantage Financial Partners Ltd., Inc. 175,513 261,350 33% 2021-03-31
Willis Johnson & Associates, Inc. 169,672 0 New Buy 2021-03-31
First Financial Bank, N.A. - Trust Division 160,403 165,690 3% 2021-03-31
Consolidated Investment Group LLC 157,816 157,816 No Change 2021-03-31
55I, LLC 155,327 97,100 60% 2021-03-31
PALLADIUM PARTNERS LLC 153,407 158,937 3% 2021-03-31
WHITTIER TRUST CO 146,940 165,735 11% 2021-03-31
US FINANCIAL ADVISORS, LLC 145,469 107,018 36% 2021-03-31
Emery Howard Portfolio Management, Inc. 144,487 144,487 No Change 2021-03-31
Atlanta Capital Group 142,416 137,665 3% 2021-03-31
CITY HOLDING CO 141,449 113,508 25% 2021-03-31
Stratos Wealth Partners, LTD. 140,586 137,720 2% 2021-03-31
IBEX WEALTH ADVISORS 140,557 29,846 371% 2021-03-31
BRIDGES INVESTMENT MANAGEMENT INC 137,840 133,415 3% 2021-03-31
Bremer Bank National Association 136,640 141,309 3% 2021-03-31
Gryphon Financial Partners LLC 829 125,567 99% 2021-03-31
MEANS INVESTMENT CO., INC. 129,200 8,435 1,432% 2021-03-31
Efficient Advisors, LLC 127,364 139,893 9% 2021-03-31
Keebeck Alpha, LP 125,640 146,836 14% 2021-03-31
HMS Capital Management, LLC 125,021 0 New Buy 2021-03-31
Hapanowicz & Associates Financial Services, Inc 124,360 123,893 0% 2021-03-31
McCutchen Group LLC 122,316 122,316 No Change 2021-03-31
Mitsubishi UFJ Asset Management Co., Ltd. 119,957 120,027 0% 2021-03-31
BRYN MAWR TRUST CO/PA 114,333 115,000 1% 2021-03-31
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 114,105 9,105 1,153% 2021-03-31
Csenge Advisory Group 112,747 58,672 92% 2021-03-31
Country Club Trust Company, n.a. 112,691 107,733 5% 2021-03-31
Dynamic Advisors Solutions LLC 112,283 117,064 4% 2021-03-31
Verger Capital Management LLC 111,843 111,843 No Change 2021-03-31
Abacus Planning Group, Inc. 110,407 110,339 0% 2021-03-31
Parallel Advisors, LLC 109,346 87,950 24% 2021-03-31
Belvedere Trading LLC 107,900 0 New Buy 2021-03-31
Arrow Investment Advisors, LLC 106,893 117,697 9% 2021-03-31
Buckingham Asset Management, LLC 105,752 117,620 10% 2021-03-31
MEITAV DASH INVESTMENTS LTD 105,490 107,600 2% 2021-03-31
David R. Rahn & Associates Inc. 105,193 105,332 0% 2021-03-31
NBT BANK N A /NY 104,513 99,451 5% 2021-03-31
SUMMIT FINANCIAL GROUP INC 103,573 94,352 10% 2021-03-31
SP Asset Management 102,083 104,510 2% 2021-03-31
SECURITY NATIONAL TRUST CO 102,005 101,195 1% 2021-03-31
Fieldpoint Private Securities, LLC 100,832 101,222 0% 2021-03-31
Camarda Financial Advisors, LLC 99,230 98,407 1% 2021-03-31
FIRST MERCHANTS CORP 97,073 104,408 7% 2021-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 95,148 72,760 31% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 87,455 63,692 37% 2021-03-31
Strategic Investment Advisors / MI 86,755 111,505 22% 2021-03-31
FIRST INTERSTATE BANCSYSTEM INC 86,233 0 New Buy 2021-03-31
Miracle Mile Advisors, LLC 85,516 85,485 0% 2021-03-31
ERn Financial, LLC 83,626 82,330 2% 2021-03-31
Money Matters Financial Group Inc 82,709 82,709 No Change 2021-03-31
LEE DANNER & BASS INC 82,681 67,456 23% 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 82,442 7,323 1,026% 2021-03-31
SlateStone Wealth, LLC 79,884 78,624 2% 2021-03-31
Round Rock Advisors, LLC 77,905 0 New Buy 2021-03-31
USCA RIA LLC 76,679 52,823 45% 2021-03-31
Foundations Investment Advisors, LLC 76,515 0 New Buy 2021-03-31
Blue Fin Capital, Inc. 75,941 77,370 2% 2021-03-31
Crew Capital Management, Ltd. 75,675 0 New Buy 2021-03-31
SIGNATUREFD, LLC 14,000 20,000 30% 2021-03-31
FIRST MIDWEST BANK TRUST DIVISION 74,591 58,824 27% 2021-03-31
Coconut Grove Bank 72,907 72,553 0% 2021-03-31
Baystate Wealth Management LLC 72,578 65,929 10% 2021-03-31
Compagnie Lombard, Odier SCA 72,560 60,860 19% 2021-03-31
Clarity Wealth Advisors, LLC 69,489 61,057 14% 2021-03-31
EFG Asset Management (Americas) Corp. 68,576 70,681 3% 2021-03-31
Richard P Slaughter Associates Inc 68,195 88,802 23% 2021-03-31
MARSHALL & SULLIVAN INC /WA/ 67,254 3,356 1,904% 2021-03-31
SCOTIA CAPITAL INC. 66,362 66,712 1% 2021-03-31
Independence Bank of Kentucky 66,347 30,164 120% 2021-03-31
Modera Wealth Management, LLC 62,368 61,187 2% 2021-03-31
YHB Investment Advisors, Inc. 62,362 66,369 6% 2021-03-31
Canton Hathaway, LLC 62,230 61,805 1% 2021-03-31
Migdal Insurance & Financial Holdings Ltd. 62,109 53,059 17% 2021-03-31
Providence First Trust Co 61,014 59,264 3% 2021-03-31
Birch Hill Investment Advisors LLC 60,213 61,001 1% 2021-03-31
Personal Resources Investment & Strategic Management, Inc. 60,097 61,016 2% 2021-03-31
Parsec Financial Management, Inc. 58,050 0 New Buy 2021-03-31
Endurance Wealth Management, Inc. 57,503 55,997 3% 2021-03-31
HWG Holdings LP 55,754 0 New Buy 2021-03-31
FINANCIAL COUNSELORS INC 55,638 57,958 4% 2021-03-31
PATTEN & PATTEN INC/TN 55,299 44,584 24% 2021-03-31
WESBANCO BANK INC 55,254 0 New Buy 2021-03-31
Capital Investment Advisors, LLC 54,478 54,868 1% 2021-03-31
TELEMUS CAPITAL, LLC 54,370 47,780 14% 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 54,131 57,880 6% 2021-03-31
FULTON BANK, N.A. 53,854 50,224 7% 2021-03-31
RAYMOND JAMES TRUST CO 52,176 52,530 1% 2021-03-31
WELCH & FORBES LLC 52,007 45,947 13% 2021-03-31
Emerson Wealth Management, LLC 50,885 50,775 0% 2021-03-31
LFA - Lugano Financial Advisors SA 50,017 66,911 25% 2021-03-31
Wealthstreet Investment Advisors, LLC 49,893 49,393 1% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 49,495 137 36,028% 2021-03-31
NWAM LLC 48,075 44,918 7% 2021-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 47,513 50,502 6% 2021-03-31
Oldfather Financial Services, LLC 47,319 0 New Buy 2021-03-31
IFG Advisory, LLC 45,320 45,004 1% 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 45,066 45,166 0% 2021-03-31
Dorsey Wright & Associates 43,913 45,942 4% 2021-03-31
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 43,630 0 New Buy 2021-03-31
Rothschild & Co Wealth Management UK Ltd 43,213 14,296 202% 2021-03-31
St. Johns Investment Management Company, LLC 42,827 37,222 15% 2021-03-31
Legacy Bridge, LLC 42,525 41,785 2% 2021-03-31
Platte River Wealth Advisors, LLC 41,997 42,874 2% 2021-03-31
Institute for Wealth Management, LLC. 0 42,177 Sold Out 2021-03-31
Ramsay, Stattman, Vela & Price, Inc. 41,213 42,788 4% 2021-03-31
MIDDLETON & CO INC/MA 40,535 35,035 16% 2021-03-31
Marquette Asset Management Inc. 40,413 40,413 No Change 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 11,464 12,214 6% 2021-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 39,012 38,827 0% 2021-03-31
SONATA CAPITAL GROUP INC 38,718 21,883 77% 2021-03-31
Camelot Portfolios, LLC 38,439 7,967 382% 2021-03-31
Atlas Brown,Inc. 38,388 39,162 2% 2021-03-31
BRADLEY FOSTER & SARGENT INC/CT 38,221 26,441 45% 2021-03-31
Latitude Advisors, LLC 37,982 37,671 1% 2021-03-31
Colorado Capital Management, Inc. 37,273 37,507 1% 2021-03-31
Arkadios Wealth Advisors 37,109 36,507 2% 2021-03-31
ARGA Investment Management, LP 36,567 36,567 No Change 2021-03-31
ASSOCIATED BANC-CORP 0 52,242 Sold Out 2021-03-31
BLB&B Advisors, LLC 35,593 33,793 5% 2021-03-31
SIMPLEX TRADING, LLC 35,344 90,216 61% 2021-03-31
Truepoint, Inc. 34,524 35,146 2% 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 34,507 27,527 25% 2021-03-31
Procyon Private Wealth Partners, LLC 34,245 36,510 6% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 34,097 25,439 34% 2021-03-31
Diversified Portfolios, Inc. 33,302 34,022 2% 2021-03-31
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 33,275 33,896 2% 2021-03-31
LBJ Family Wealth Advisors, Ltd. 32,852 32,853 0% 2021-03-31
XR Securities LLC 14,089 34,000 59% 2021-03-31
Farmers & Merchants Trust Co of Long Beach 32,473 32,452 0% 2021-03-31
Intersect Capital LLC 32,290 31,759 2% 2021-03-31
J.W. COLE ADVISORS, INC. 32,180 33,287 3% 2021-03-31
COURIER CAPITAL CORP 31,849 30,589 4% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 31,727 21,797 46% 2021-03-31
Valmark Advisers, Inc. 31,598 31,769 1% 2021-03-31
Sage Capital Advisors,llc 31,090 19,667 58% 2021-03-31
TCF National Bank 30,986 26,948 15% 2021-03-31
Heartwood Wealth Advisors LLC 30,890 15,152 104% 2021-03-31
Relyea Zuckerberg Hanson LLC 30,736 29,726 3% 2021-03-31
SOA Wealth Advisors, LLC. 30,254 32,671 7% 2021-03-31
Ziegler Capital Management, LLC 30,202 30,202 No Change 2021-03-31
Carnegie Capital Asset Management, LLC 30,180 27,092 11% 2021-03-31
Bartlett & Co. LLC 30,173 30,473 1% 2021-03-31
WASHINGTON TRUST CO 30,143 29,843 1% 2021-03-31
NEXT Financial Group, Inc 29,606 26,796 10% 2021-03-31
Prosperity Planning, Inc. 29,487 29,457 0% 2021-03-31
Magnus Financial Group LLC 29,255 52,911 45% 2021-03-31
McKinley Carter Wealth Services, Inc. 29,089 0 New Buy 2021-03-31
MA Private Wealth 28,879 38,507 25% 2021-03-31
JMG Financial Group, Ltd. 28,872 28,855 0% 2021-03-31
ROCKLAND TRUST CO 28,548 30,051 5% 2021-03-31
Vigilare Wealth Management 28,286 0 New Buy 2021-03-31
FIRST HAWAIIAN BANK 28,246 28,246 No Change 2021-03-31
ROOF EIDAM & MAYCOCK/ADV 28,241 28,241 No Change 2021-03-31
Tortoise Investment Management, LLC 27,855 27,855 No Change 2021-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 27,765 27,990 1% 2021-03-31
JFS WEALTH ADVISORS, LLC 26,838 27,584 3% 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 26,516 25,252 5% 2021-03-31
RSM US WEALTH MANAGEMENT LLC 25,712 11,712 120% 2021-03-31
Wambolt & Associates, LLC 25,091 15,517 62% 2021-03-31
Intrua Financial, LLC 24,855 0 New Buy 2021-03-31
Evanson Asset Management, LLC 24,823 24,823 No Change 2021-03-31
Capital Financial Planning, LLC 24,773 24,713 0% 2021-03-31
Regis Management CO LLC 24,604 24,604 No Change 2021-03-31
DAVENPORT & CO LLC 24,592 23,431 5% 2021-03-31
BHK Investment Advisors, LLC 24,212 24,212 No Change 2021-03-31
HOLLENCREST SECURITIES LLC 24,080 24,829 3% 2021-03-31
Chesapeake Wealth Management 23,989 24,617 3% 2021-03-31
DOWLING & YAHNKE INC 23,968 29,442 19% 2021-03-31
Spotlight Asset Group, Inc. 23,285 25,222 8% 2021-03-31
HERSHEY TRUST CO 23,150 23,150 No Change 2021-03-31
Moreno Evelyn V 23,070 23,070 No Change 2021-03-31
Ausdal Financial Partners, Inc. 22,924 23,837 4% 2021-03-31
MPS Loria Financial Planners, LLC 22,666 26,224 14% 2021-03-31
WADE G W & INC 22,655 7,990 184% 2021-03-31
Financial Planning & Information Services, Inc. 22,233 22,645 2% 2021-03-31
DELTEC ASSET MANAGEMENT LLC 22,100 21,600 2% 2021-03-31
Patriot Investment Management Inc. 22,072 20,062 10% 2021-03-31
Conservest Capital Advisors, Inc. 21,948 22,089 1% 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 21,726 22,097 2% 2021-03-31
Bordeaux Wealth Advisors LLC 21,589 21,589 No Change 2021-03-31
UNITED BANK /VA/ 21,249 21,938 3% 2021-03-31
TRUST CO OF VERMONT 21,224 0 New Buy 2021-03-31
Newman & Schimel, LLC 21,012 15,639 34% 2021-03-31
Montecito Bank & Trust 20,991 12,841 63% 2021-03-31
APPLETON PARTNERS INC/MA 20,965 21,571 3% 2021-03-31
Boothe Investment Group, Inc. 20,836 20,689 1% 2021-03-31
Brand Asset Management Group, Inc. 20,805 20,805 No Change 2021-03-31
Ayalon Holdings Ltd. 20,697 21,353 3% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 20,233 16,535 22% 2021-03-31
CWM, LLC 20,149 20,383 1% 2021-03-31
Hudock Moyer Wealth Resources, LLC 20,124 19,808 2% 2021-03-31
SMITHBRIDGE ASSET MANAGEMENT INC/DE 20,100 20,300 1% 2021-03-31
Wealthcare Advisory Partners LLC 19,666 19,784 1% 2021-03-31
SVB Wealth Advisory, Inc. 18,669 18,669 No Change 2021-03-31
Goss Wealth Management LLC 18,620 31,940 42% 2021-03-31
Global Trust Asset Management, LLC 18,560 11,676 59% 2021-03-31
Aries Wealth Management 18,419 17,601 5% 2021-03-31
Butler Wick Trust CO 18,367 18,367 No Change 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 17,977 18,516 3% 2021-03-31
Acropolis Investment Management, LLC 17,947 17,193 4% 2021-03-31
Global Retirement Partners, LLC 17,778 17,688 1% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17,750 17,385 2% 2021-03-31
vontobel swiss wealth advisors AG 17,377 25,000 30% 2021-03-31
E&G Advisors, LP 17,300 16,900 2% 2021-03-31
SOUNDMARK WEALTH MANAGEMENT, LLC 17,295 17,295 No Change 2021-03-31
Watch Point Trust Co 16,825 16,825 No Change 2021-03-31
OPTIMUM INVESTMENT ADVISORS 16,385 19,221 15% 2021-03-31
Autus Asset Management, LLC 16,380 16,430 0% 2021-03-31
FMA ADVISORY INC 16,379 0 New Buy 2021-03-31
WOODSTOCK CORP 16,286 14,971 9% 2021-03-31
Klingman & Associates, LLC 16,011 14,426 11% 2021-03-31
SFMG, LLC 15,666 16,327 4% 2021-03-31
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 15,650 15,850 1% 2021-03-31
We Are One Seven, LLC 15,558 10,292 51% 2021-03-31
BANK HAPOALIM BM 15,477 11,581 34% 2021-03-31
Traverso Chambers Private Wealth Management, LLC 15,477 15,477 No Change 2021-03-31
O'Dell Group, LLC 15,444 15,886 3% 2021-03-31
Stordahl Capital Management, Inc. 15,341 15,764 3% 2021-03-31
Hanson McClain, Inc. 15,333 15,403 0% 2021-03-31
Cordant, Inc. 15,308 15,308 No Change 2021-03-31
Resonant Capital Advisors, LLC 15,233 15,230 0% 2021-03-31
Mount Yale Investment Advisors, LLC 15,230 15,273 0% 2021-03-31
BKD Wealth Advisors, LLC 15,089 14,904 1% 2021-03-31
CALTON & ASSOCIATES, INC. 14,687 14,861 1% 2021-03-31
MONARCH CAPITAL MANAGEMENT INC/ 14,394 14,394 No Change 2021-03-31
Guidance Point Advisors, LLC 14,288 14,722 3% 2021-03-31
St. Louis Trust Co 14,271 14,271 No Change 2021-03-31
HYA Advisors, Inc 14,208 14,208 No Change 2021-03-31
Legacy Financial Advisors, Inc. 14,127 14,127 No Change 2021-03-31
Berkshire Bank 14,094 14,666 4% 2021-03-31
Integer Wealth Advisors Group LLC 14,073 0 New Buy 2021-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 13,983 15,300 9% 2021-03-31
Narwhal Capital Management 13,750 13,750 No Change 2021-03-31
Savant Capital Management Inc 13,740 14,148 3% 2021-03-31
Good Life Advisors, LLC 13,630 11,940 14% 2021-03-31
Adams Asset Advisors, LLC 13,373 13,373 No Change 2021-03-31
SPRENG CAPITAL MANAGEMENT, INC. 13,195 0 New Buy 2021-03-31
Wade Financial Advisory, Inc 13,103 13,103 No Change 2021-03-31
North Star Investment Management Corp. 13,046 12,320 6% 2021-03-31
Lakeview Capital Partners, LLC 12,942 3,487 271% 2021-03-31
SOL Capital Management CO 12,500 14,700 15% 2021-03-31
SIGMA INVESTMENT COUNSELORS INC 12,324 12,264 0% 2021-03-31
Stratos Wealth Advisors, LLC 12,235 20,962 42% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,424 10,424 No Change 2021-03-31
Foster Group, Inc. 12,135 10,135 20% 2021-03-31
ROTHSCHILD INVESTMENT CORP /IL 12,095 8,245 47% 2021-03-31
Canal Capital Management, LLC 11,957 11,957 No Change 2021-03-31
Columbia Trust Co 01012016 11,895 12,493 5% 2021-03-31
Archford Capital Strategies, LLC 11,869 13,259 10% 2021-03-31
Harbour Capital Advisors, LLC 11,800 11,800 No Change 2021-03-31
DUNCKER STREETT & CO INC 11,695 12,119 3% 2021-03-31
Sandy Spring Bank 11,680 11,680 No Change 2021-03-31
Pinnacle Bank 11,530 11,530 No Change 2021-03-31
S&CO INC 11,467 11,467 No Change 2021-03-31
DORCHESTER WEALTH MANAGEMENT Co 11,380 10,675 7% 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 11,350 11,850 4% 2021-03-31
Private Wealth Group, LLC 11,143 0 New Buy 2021-03-31
PRIVATE CAPITAL MANAGEMENT LLC 11,051 11,032 0% 2021-03-31
JSF Financial, LLC 11,018 11,815 7% 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 10,666 10,666 No Change 2021-03-31
Courage Miller Partners, LLC 10,596 10,821 2% 2021-03-31
ROMAN BUTLER FULLERTON & CO 10,590 0 New Buy 2021-03-31
Moloney Securities Asset Management, LLC 10,504 10,263 2% 2021-03-31
Ifrah Financial Services, Inc. 10,406 10,482 1% 2021-03-31
Oakwell Private Wealth Management, LLC 10,290 9,392 10% 2021-03-31
Legacy Private Trust Co. 10,285 10,285 No Change 2021-03-31
Alpha Omega Wealth Management LLC 10,202 10,202 No Change 2021-03-31
AUA CAPITAL MANAGEMENT, LLC 10,099 10,099 No Change 2021-03-31
KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,011 0 New Buy 2021-03-31
Brookstone Capital Management 9,878 61,956 84% 2021-03-31
HOWLAND CAPITAL MANAGEMENT INC 9,876 0 New Buy 2021-03-31
Massey, Quick & Co., LLC 9,864 9,864 No Change 2021-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,704 14,977 35% 2021-03-31
Mechanics Bank Trust Department 9,652 45,352 79% 2021-03-31
KANAWHA CAPITAL MANAGEMENT LLC 9,647 9,647 No Change 2021-03-31
ARMSTRONG SHAW ASSOCIATES INC/CT 9,500 7,000 36% 2021-03-31
Laurel Wealth Advisors LLC 9,409 9,466 1% 2021-03-31
FIRST AMERICAN TRUST CO 9,364 9,414 1% 2021-03-31
Mayflower Financial Advisors, LLC 8,983 0 New Buy 2021-03-31
MONTICELLO WEALTH MANAGEMENT, LLC 9,083 4,658 95% 2021-03-31
Alpha Cubed Investments, LLC 9,046 7,246 25% 2021-03-31
DEARBORN PARTNERS LLC 9,045 9,045 No Change 2021-03-31
Wells Trecaso Financial Group, LLC 9,035 9,035 No Change 2021-03-31
HYMAN CHARLES D 8,875 8,875 No Change 2021-03-31
KWMG, LLC 8,830 9,451 7% 2021-03-31
Vista Wealth Management Group, LLC 8,767 8,767 No Change 2021-03-31
REGENTATLANTIC CAPITAL LLC 8,692 7,126 22% 2021-03-31
Professional Financial Advisors, LLC 8,514 6,982 22% 2021-03-31
Pettinga Financial Advisors, LLC 8,493 0 New Buy 2021-03-31
MOODY LYNN & CO/ 8,395 8,395 No Change 2021-03-31
Berkeley Capital Partners, LLC 8,390 7,786 8% 2021-03-31
FIRST CITIZENS BANK & TRUST CO 8,358 8,575 3% 2021-03-31
REDW Stanley Financial Advisors LLC 8,297 6,847 21% 2021-03-31
Optas, LLC 8,256 8,256 No Change 2021-03-31
Pinnacle Wealth Planning Services, Inc. 8,194 8,685 6% 2021-03-31
PFG Advisors 8,151 6,954 17% 2021-03-31
Venture Visionary Partners LLC 8,092 6,772 19% 2021-03-31
GFS Advisors, LLC 8,000 8,000 No Change 2021-03-31
PROFFITT & GOODSON INC 7,925 7,925 No Change 2021-03-31
Boltwood Capital Management 7,848 7,848 No Change 2021-03-31
FIRST NATIONAL BANK SIOUX FALLS 7,839 7,839 No Change 2021-03-31
Gibson Capital Management, Ltd. 7,820 7,820 No Change 2021-03-31
Brown Miller Wealth Management, LLC 7,805 7,805 No Change 2021-03-31
BURKE & HERBERT BANK & TRUST CO 7,760 5,940 31% 2021-03-31
McGuire Investment Group, LLC 7,634 8,014 5% 2021-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 7,629 6,629 15% 2021-03-31
INVERNESS COUNSEL INC /NY/ 7,615 6,600 15% 2021-03-31
NORRIS PERNE & FRENCH LLP/MI 7,469 7,656 2% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 7,460 7,620 2% 2021-03-31
Coastal Investment Advisors, Inc. 7,406 0 New Buy 2021-03-31
Parcion Private Wealth LLC 7,337 10,224 28% 2021-03-31
Brightworth 7,286 7,286 No Change 2021-03-31
Hillstrust 7,249 6,553 11% 2021-03-31
ProVise Management Group, LLC 7,155 4,727 51% 2021-03-31
Sowa Financial Group, Inc. 7,098 6,246 14% 2021-03-31
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 6,961 7,079 2% 2021-03-31
Triangle Securities Wealth Management 6,720 6,720 No Change 2021-03-31
Peterson Wealth Advisors, LLC 6,686 6,686 No Change 2021-03-31
PBMares Wealth Management LLC 6,607 7,162 8% 2021-03-31
Palisade Asset Management, LLC 6,422 6,422 No Change 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 6,371 12,603 49% 2021-03-31
ACT WEALTH MANAGEMENT, LLC 6,353 7,464 15% 2021-03-31
COMPTON CAPITAL MANAGEMENT INC /RI 6,325 7,325 14% 2021-03-31
ELM ADVISORS, LLC 6,300 0 New Buy 2021-03-31
EisnerAmper Wealth Management Corporate Benefits, LLC 6,224 6,594 6% 2021-03-31
ENCORE BANK NA 6,109 6,234 2% 2021-03-31
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 6,043 6,362 5% 2021-03-31
HUGHES HOWARD MEDICAL INSTITUTE 6,000 435,000 99% 2021-03-31
Alhambra Investment Partners LLC 5,938 5,113 16% 2021-03-31
CENTAURUS FINANCIAL, INC. 5,906 32,826 82% 2021-03-31
Calamos Wealth Management LLC 5,861 5,861 No Change 2021-03-31
BTC Capital Management, Inc. 5,838 5,838 No Change 2021-03-31
CVA Family Office, LLC 5,813 0 New Buy 2021-03-31
Stillwater Capital Advisors, LLC 5,810 0 New Buy 2021-03-31
Mosaic Family Wealth, LLC 5,810 5,808 0% 2021-03-31
Union Bankshares Corp 5,677 5,662 0% 2021-03-31
AdvisorNet Financial, Inc 5,660 3,903 45% 2021-03-31
Paradigm Financial Advisors, LLC 5,645 6,395 12% 2021-03-31
Pure Financial Advisors, Inc. 5,570 6,166 10% 2021-03-31
Schwab Charitable Fund 5,544 0 New Buy 2021-03-31
Joel Isaacson & Co., LLC 5,455 5,455 No Change 2021-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 5,360 0 New Buy 2021-03-31
PEOPLES BANK NATIONAL ASSOCIATION 5,359 0 New Buy 2021-03-31
Cypress Wealth Services, LLC 5,347 0 New Buy 2021-03-31
Elk River Wealth Management, LLC 5,280 5,780 9% 2021-03-31
WHITE BAY PT LLC 5,200 0 New Buy 2021-03-31
Svenska Handelsbanken AB (publ) 5,200 5,200 No Change 2021-03-31
Flagship Private Wealth, LLC 5,200 0 New Buy 2021-03-31
ROOSEVELT INVESTMENT GROUP INC 5,195 0 New Buy 2021-03-31
SAGE RHINO CAPITAL LLC 5,150 5,150 No Change 2021-03-31
CRA Financial Services, LLC 5,078 3,988 27% 2021-03-31
FOSTER & MOTLEY INC 5,070 4,120 23% 2021-03-31
FIRST UNITED BANK TRUST/ 5,035 5,190 3% 2021-03-31
LifePro Asset Management 5,016 4,818 4% 2021-03-31
Welch Group, LLC 4,993 0 New Buy 2021-03-31
RNC CAPITAL MANAGEMENT LLC 4,988 4,988 No Change 2021-03-31
Key FInancial Inc 4,979 4,979 No Change 2021-03-31
Allegiant Private Advisors, LLC 4,973 4,798 4% 2021-03-31
Fiduciary Group LLC 4,956 0 New Buy 2021-03-31
Charles Schwab Trust Co 4,939 4,939 No Change 2021-03-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 4,875 4,625 5% 2021-03-31
Canvas Wealth Advisors, LLC 4,854 0 New Buy 2021-03-31
Apex Investment Services, Inc. 4,801 4,852 1% 2021-03-31
Private Ocean, LLC 4,764 4,765 0% 2021-03-31
Cubic Asset Management, LLC 4,709 4,829 2% 2021-03-31
Franklin, Parlapiano, Turner & Welch, LLC 4,707 4,707 No Change 2021-03-31
JONES FINANCIAL COMPANIES LLLP 4,679 0 New Buy 2021-03-31
Tuttle Tactical Management LLC 4,675 6,754 31% 2021-03-31
BOENNING & SCATTERGOOD, INC. 4,669 0 New Buy 2021-03-31
Cornerstone Investment Partners, LLC 4,663 4,923 5% 2021-03-31
Private Capital Group, LLC 4,660 6,642 30% 2021-03-31
Chevy Chase Trust Holdings, Inc. 4,559 0 New Buy 2021-03-31
Fulcrum Equity Management 4,495 7,682 41% 2021-03-31
Stewardship Advisors, LLC 4,473 4,473 No Change 2021-03-31
Smith, Salley & Associates 4,437 0 New Buy 2021-03-31
Granite Investment Advisors, Inc. 4,425 4,425 No Change 2021-03-31
Accredited Investors Inc. 4,395 4,340 1% 2021-03-31
Probity Advisors, Inc. 4,337 0 New Buy 2021-03-31
BALASA DINVERNO & FOLTZ LLC 4,333 4,333 No Change 2021-03-31
EWG Elevate Inc. 4,219 26,960 84% 2021-03-31
Cordasco Financial Network 4,190 4,190 No Change 2021-03-31
LWS Wealth Advisors, Inc. 4,188 3,880 8% 2021-03-31
Executive Wealth Management, LLC 4,128 0 New Buy 2021-03-31
Vision Capital Management, Inc. 4,126 4,201 2% 2021-03-31
STERLING INVESTMENT ADVISORS LLC /ADV 4,110 4,210 2% 2021-03-31
Norway Savings Bank 4,102 4,300 5% 2021-03-31
Ullmann Financial Group, Inc. 4,050 4,279 5% 2021-03-31
Community Bank, N.A. 4,024 5,173 22% 2021-03-31
NKCFO LLC 4,000 4,000 No Change 2021-03-31
FOSTER DYKEMA CABOT & CO INC/MA 3,978 0 New Buy 2021-03-31
Mayfair Advisory Group, LLC 3,977 3,977 No Change 2021-03-31
Koshinski Asset Management, Inc. 3,970 0 New Buy 2021-03-31
Single Point Partners, LLC 3,935 0 New Buy 2021-03-31
IFG Advisors, LLC 3,911 3,915 0% 2021-03-31
Mirador Capital Partners LP 3,818 0 New Buy 2021-03-31
RWM Asset Management, LLC 3,792 3,792 No Change 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 3,786 0 New Buy 2021-03-31
VAN STRUM & TOWNE INC 3,780 0 New Buy 2021-03-31
Granite Springs Asset Management LLC 3,775 0 New Buy 2021-03-31
THOMPSON INVESTMENT MANAGEMENT, INC. 3,770 0 New Buy 2021-03-31
Sterling Financial Planning, Inc. 3,662 3,662 No Change 2021-03-31
Financeware, Inc. 3,643 0 New Buy 2021-03-31
Lehman & Derafelo Financial Resources LLC 3,592 4,592 22% 2021-03-31
TSFG, LLC 3,393 3,479 2% 2021-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,239 3,192 1% 2021-03-31
PDS Planning, Inc 3,196 3,196 No Change 2021-03-31
Ellevest, Inc. 3,183 5,582 43% 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 3,118 3,293 5% 2021-03-31
Powell Investment Advisors, LLC 3,043 2,808 8% 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 2,865 2,865 No Change 2021-03-31
Pacer Advisors, Inc. 2,680 0 New Buy 2021-03-31
TCI Wealth Advisors, Inc. 2,649 2,915 9% 2021-03-31
Total Clarity Wealth Management, Inc. 2,616 0 New Buy 2021-03-31
TOTH FINANCIAL ADVISORY CORP 2,581 2,522 2% 2021-03-31
PrairieView Partners, LLC 2,560 2,603 2% 2021-03-31
CNB Bank 2,500 2,580 3% 2021-03-31
Ellis Investment Partners, LLC 2,489 2,928 15% 2021-03-31
V Wealth Management,LLC 1,862 1,718 8% 2021-03-31
Blue Chip Partners, Inc. 2,392 0 New Buy 2021-03-31
Rosenberg Matthew Hamilton 2,302 0 New Buy 2021-03-31
West Financial Advisors, LLC 2,170 2,554 15% 2021-03-31
GPS Wealth Strategies Group, LLC 2,142 0 New Buy 2021-03-31
JNBA Financial Advisors 2,054 2,072 1% 2021-03-31
First Command Financial Services, Inc. 2,037 0 New Buy 2021-03-31
Atlas Private Wealth Advisors 1,861 2,278 18% 2021-03-31
Firestone Capital Management 1,800 1,800 No Change 2021-03-31
HighMark Wealth Management LLC 1,800 1,800 No Change 2021-03-31
Carmichael Hill & Associates, Inc. 1,788 1,788 No Change 2021-03-31
Armor Investment Advisors, LLC 1,750 1,750 No Change 2021-03-31
Front Row Advisors LLC 1,750 1,750 No Change 2021-03-31
Oakworth Capital, Inc. 1,726 860 101% 2021-03-31
Gradient Investments LLC 1,720 2,120 19% 2021-03-31
Winch Advisory Services, LLC 1,718 1,718 No Change 2021-03-31
Lenox Wealth Advisors, Inc. 1,589 1,589 No Change 2021-03-31
Ariel Capital Advisors, LLC 1,480 1,015 46% 2021-03-31
MOTCO 1,459 1,459 No Change 2021-03-31
Financial Advantage, Inc. 1,399 1,399 No Change 2021-03-31
Sterling Investment Advisors, Ltd. 1,320 1,320 No Change 2021-03-31
Pacifica Partners Inc. 1,288 1,188 8% 2021-03-31
Asset Dedication, LLC 1,258 6,196 80% 2021-03-31
AlphaMark Advisors, LLC 1,170 0 New Buy 2021-03-31
Better Money Decisions, LLC 1,157 0 New Buy 2021-03-31
Truehand, Inc 1,125 0 New Buy 2021-03-31
Crewe Advisors LLC 1,077 1,077 No Change 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 1,074 1,120 4% 2021-03-31
Lowe fs, LLC 1,002 1,002 No Change 2021-03-31
Barnett & Company, Inc. 1,000 1,000 No Change 2021-03-31
Avondale Wealth Management 1,000 1,000 No Change 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 965 0 New Buy 2021-03-31
Lindbrook Capital, LLC 900 900 No Change 2021-03-31
Trust Co 850 850 No Change 2021-03-31
Capital Investment Advisory Services, LLC 819 1,819 55% 2021-03-31
SYM FINANCIAL CORPORATION 819 819 No Change 2021-03-31
Hanson Investment Management 802 802 No Change 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 800 800 No Change 2021-03-31
Bedel Financial Consulting, Inc. 781 606 29% 2021-03-31
McClarren Financial Advisors, Inc. 413 2,266 82% 2021-03-31
Graves-Light Private Wealth Management, Inc. 764 764 No Change 2021-03-31
Evensky & Katz, Inc. 740 810 9% 2021-03-31
Focused Wealth Management, Inc 685 470 46% 2021-03-31
Advocacy Wealth Management Services, LLC 679 679 No Change 2021-03-31
WOLFF WIESE MAGANA LLC 648 648 No Change 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 645 555 16% 2021-03-31
Carroll Financial Associates, Inc. 632 1,426 56% 2021-03-31
COUNTRY TRUST BANK 622 422 47% 2021-03-31
Gemmer Asset Management LLC 608 2,123 71% 2021-03-31
John W. Brooker & Co., CPAs 507 507 No Change 2021-03-31
DELTA ASSET MANAGEMENT LLC/TN 500 700 29% 2021-03-31
Tradewinds Capital Management, LLC 496 496 No Change 2021-03-31
Coastal Capital Group, Inc. 490 490 No Change 2021-03-31
MANCHESTER FINANCIAL INC 476 0 New Buy 2021-03-31
ARROW FINANCIAL CORP 93 489 81% 2021-03-31
Sound Income Strategies, LLC 387 287 35% 2021-03-31
ADIRONDACK TRUST CO 340 340 No Change 2021-03-31
BALDWIN BROTHERS INC/MA 317 317 No Change 2021-03-31
Fusion Family Wealth LLC 271 271 No Change 2021-03-31
Joseph P. Lucia & Associates, LLC 250 250 No Change 2021-03-31
COWA, LLC 225 150 50% 2021-03-31
Patriot Financial Group Insurance Agency, LLC 223 203 10% 2021-03-31
Financial Management Professionals, Inc. 213 213 No Change 2021-03-31
American Research & Management Co. 200 200 No Change 2021-03-31
Moisand Fitzgerald Tamayo, LLC 200 200 No Change 2021-03-31
Carolina Wealth Advisors, LLC 197 197 No Change 2021-03-31
Retirement Network 181 0 New Buy 2021-03-31
Sugarloaf Wealth Management, LLC 160 2,717 94% 2021-03-31
JJJ Advisors Inc. 152 152 No Change 2021-03-31
Core Wealth Advisors, Inc. 130 130 No Change 2021-03-31
BALLAST ADVISORS LLC 119 119 No Change 2021-03-31
M&R CAPITAL MANAGEMENT INC 112 259 57% 2021-03-31
Investors Research Corp 110 110 No Change 2021-03-31
Regal Wealth Group, Inc. 106 0 New Buy 2021-03-31
Stewardship Financial Advisors, LLC 100 100 No Change 2021-03-31
Horrell Capital Management, Inc. 75 75 No Change 2021-03-31
MTM Investment Management, LLC 75 75 No Change 2021-03-31
Ironwood Wealth Management, llc 64 12 433% 2021-03-31
Piscataqua Savings Bank 55 0 New Buy 2021-03-31
Investment Research & Advisory Group, Inc. 51 51 No Change 2021-03-31
CENTRAL BANK & TRUST CO 50 50 No Change 2021-03-31
Glassman Wealth Services 45 0 New Buy 2021-03-31
Abundance Wealth Counselors 25 13,890 100% 2021-03-31
Sonora Investment Management, LLC 20 20 No Change 2021-03-31
Systematic Alpha Investments, LLC 18 0 New Buy 2021-03-31
Savior LLC 14 14 No Change 2021-03-31
Cribstone Capital Management, LLC 2 2 No Change 2021-03-31
HHM Wealth Advisors, LLC 2 2 No Change 2021-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 41,265 Sold Out 2021-03-31
CONNING Asset Management Co. 0 23,358 Sold Out 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 450 Sold Out 2021-03-31
ROYAL BANK OF SCOTLAND GROUP PLC 0 5,298 Sold Out 2021-03-31
Clean Yield Group 0 1,500 Sold Out 2021-03-31
Marketfield Asset Management LLC 0 256,555 Sold Out 2021-03-31
Capital Wealth Planning, LLC 0 13,541 Sold Out 2021-03-31
Guild Investment Management, Inc. 0 51,875 Sold Out 2021-03-31
Municipal Employees' Retirement System of Michigan 0 143,336 Sold Out 2021-03-31
VICTORY CAPITAL MANAGEMENT INC 0 3,219,704 Sold Out 2021-03-31
SAGE FINANCIAL GROUP INC 0 10,231 Sold Out 2021-03-31
TERRIL BROTHERS, INC. 0 208,400 Sold Out 2021-03-31
Burt Wealth Advisors 0 2,740 Sold Out 2021-03-31
FORT PITT CAPITAL GROUP, LLC 0 2 Sold Out 2021-03-31
Ridgewood Investments LLC 0 7,500 Sold Out 2021-03-31
AlphaStar Capital Management, LLC 0 7,490 Sold Out 2021-03-31
Bogart Wealth, LLC 0 74 Sold Out 2021-03-31
CenterStar Asset Management, LLC 0 8,055 Sold Out 2021-03-31
Financial Services Advisory Inc 0 16,510 Sold Out 2021-03-31
First Command Advisory Services, Inc. 0 507 Sold Out 2021-03-31
Community Capital Management, Inc. 0 10,000 Sold Out 2021-03-31
Bernardo Wealth Planning LLC 0 4,197 Sold Out 2021-03-31
FORTEM FINANCIAL GROUP, LLC 0 475 Sold Out 2021-03-31
Peachtree Investment Partners, LLC 0 1 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 58,909 Sold Out 2021-03-31
Brown University 0 3,450 Sold Out 2021-03-31
Nationwide Asset Management LLC 0 30,800 Sold Out 2021-03-31
Regent Peak Wealth Advisors LLC 0 510 Sold Out 2021-03-31
Danda Trouve Investment Management, Inc. 0 900 Sold Out 2021-03-31
Affinity Capital Advisors, LLC 0 4,848 Sold Out 2021-03-31
Royal Fund Management, LLC 0 6,070 Sold Out 2021-03-31
Planned Solutions, Inc. 0 413 Sold Out 2021-03-31
Johnson Midwest Financial, LLC 0 266,418 Sold Out 2021-03-31
Diversified, LLC 0 310 Sold Out 2021-03-31
Sterling Manor Financial, LLC 0 64,597 Sold Out 2021-03-31
Black Swift Group, LLC 0 100 Sold Out 2021-03-31
Aaron Wealth Advisors LLC 0 13,180 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 93 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 330 Sold Out 2021-03-31
Curi Wealth Management, LLC 0 3,321 Sold Out 2021-03-31
Moneda S.A. Administradora General de Fondos 546,300,000 0 New Buy 2020-12-31
CREDIT SUISSE/ 91,971,820 93,014,254 1% 2020-12-31
Susquehanna International Group, LLP 58,420,497 40,600,359 44% 2020-12-31
UBS Group AG 47,058,919 45,636,946 3% 2020-12-31
GOLDMAN SACHS GROUP INC 0 30,206,100 Sold Out 2020-12-31
BANK OF AMERICA CORP /DE/ 41,049,058 47,791,121 14% 2020-12-31
MORGAN STANLEY 39,828,787 0 New Buy 2020-12-31
JANE STREET GROUP, LLC 33,067,263 20,777,676 59% 2020-12-31
CITIGROUP INC 26,298,954 21,214,015 24% 2020-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 10,000,000 24,950,000 60% 2020-12-31
WELLS FARGO & CO/MN 24,496,366 24,985,205 2% 2020-12-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 0 4,313,600 Sold Out 2020-12-31
Capstone Investment Advisors, LLC 13,591,695 5,204,462 161% 2020-12-31
Investment Management Corp of Ontario 12,756,941 0 New Buy 2020-12-31
BARCLAYS PLC 4,900 4,900 No Change 2020-12-31
Varma Mutual Pension Insurance Co 9,959,496 316,930 3,042% 2020-12-31
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 1,150,000 56,000 1,954% 2020-12-31
NORTHERN TRUST CORP 8,513,154 3,495,077 144% 2020-12-31
J P MORGAN CHASE & CO 7,575,054 14,978,898 49% 2020-12-31
Bank of New York Mellon CORP 7,388,865 7,526,261 2% 2020-12-31
HSBC HOLDINGS PLC 0 2,141,157 Sold Out 2020-12-31
MILLENNIUM MANAGEMENT LLC 856,497 927,731 8% 2020-12-31
WIT, LLC 6,593,704 0 New Buy 2020-12-31
NOMURA HOLDINGS INC 5,473,100 1,974,300 177% 2020-12-31
Diameter Capital Partners LP 5,100,000 0 New Buy 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 4,576,000 1,537,022 198% 2020-12-31
Clal Insurance Enterprises Holdings Ltd 4,360,100 0 New Buy 2020-12-31
SCOPUS ASSET MANAGEMENT, L.P. 4,000,000 0 New Buy 2020-12-31
Bridgewater Associates, Inc.(Raymond Dalio) 3,824,428 4,355,338 12% 2020-12-31
WOLVERINE TRADING, LLC 3,427,693 2,498,594 37% 2020-12-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3,211,700 3,579,900 10% 2020-12-31
NWI MANAGEMENT LP 2,915,000 0 New Buy 2020-12-31
BESSEMER GROUP INC 2,767,600 2,974,811 7% 2020-12-31
TD ASSET MANAGEMENT INC 2,638,553 944,848 179% 2020-12-31
BB&T CORP 2,531,117 2,632,198 4% 2020-12-31
BANK OF NOVA SCOTIA / 2,526,677 1,731,105 46% 2020-12-31
LPL Financial CORP 2,493,017 2,282,809 9% 2020-12-31
Liberty Mutual Group Asset Management Inc. 117,596 0 New Buy 2020-12-31
Vontobel Holding Ltd. 2,183,403 0 New Buy 2020-12-31
BlueCrest Capital Management Ltd 2,129,080 2,210,000 4% 2020-12-31
Hirtle Callaghan & Co Inc 2,091,872 2,105,215 1% 2020-12-31
FIFTH THIRD BANCORP 1,972,530 1,732,322 14% 2020-12-31
Bienville Capital Management, LLC 1,869,322 352,418 430% 2020-12-31
KEYBANK NATIONAL ASSOCIATION/OH 1,787,724 1,855,852 4% 2020-12-31
HAP Trading, LLC 0 759,400 Sold Out 2020-12-31
ExodusPoint Capital Management, LP 35,800 2,100 1,605% 2020-12-31
MD Financial Management Inc. 1,694,283 0 New Buy 2020-12-31
Man Group plc 1,608,860 746,823 115% 2020-12-31
REGIONS FINANCIAL CORP 1,481,720 0 New Buy 2020-12-31
BAILARD, INC. 1,438,299 1,391,213 3% 2020-12-31
FMR LLC 14 45,900 100% 2020-12-31
Capula Management Ltd 1,355,591 1,989,069 32% 2020-12-31
LAZARD ASSET MANAGEMENT LLC 1,350,296 457,228 195% 2020-12-31
Public Sector Pension Investment Board 0 1,815,800 Sold Out 2020-12-31
CONNABLE OFFICE INC 1,302,650 1,304,679 0% 2020-12-31
SG Americas Securities, LLC 1,302,049 930,800 40% 2020-12-31
DEUTSCHE BANK AG 1,181,534 1,855,893 36% 2020-12-31
New Harbor Financial Group, LLC 1,126,057 0 New Buy 2020-12-31
People's United Financial, Inc. 1,121,173 1,115,650 0% 2020-12-31
RAYMOND JAMES & ASSOCIATES 1,119,893 1,003,184 12% 2020-12-31
aeris Capital Holding GmbH 1,082,600 1,927,600 44% 2020-12-31
AMERIPRISE FINANCIAL INC 1,069,854 1,012,442 6% 2020-12-31
AMS Capital Ltda 1,022,000 800,000 28% 2020-12-31
SOROS CAPITAL MANAGEMENT LLC 1,012,000 0 New Buy 2020-12-31
Brevan Howard Capital Management LP 1,000,000 0 New Buy 2020-12-31
Tredje AP-fonden 911,849 0 New Buy 2020-12-31
FACTORY MUTUAL INSURANCE CO 886,500 0 New Buy 2020-12-31
OLD MISSION CAPITAL, LLC 884,848 0 New Buy 2020-12-31
HighTower Advisors, LLC 0 649,777 Sold Out 2020-12-31
Atlantic Trust Group, LLC 814,633 120,574 576% 2020-12-31
PRUDENTIAL FINANCIAL INC 785,565 856,134 8% 2020-12-31
Graham Capital Management, L.P. 770,000 2,200,000 65% 2020-12-31
CASTLEARK MANAGEMENT LLC 742,200 742,200 No Change 2020-12-31
Mariner Wealth Advisors, LLC 737,460 729,432 1% 2020-12-31
Raymond James Financial Services Advisors, Inc. 720,552 574,567 25% 2020-12-31
Main Management LLC 639,268 300,203 113% 2020-12-31
FRANKLIN RESOURCES INC 618,465 584,757 6% 2020-12-31
Twin Tree Management, LP 503,038 2,222,202 77% 2020-12-31
BANK OF MONTREAL /CAN/ 598,463 2,539,289 76% 2020-12-31
STATE STREET CORP 566,148 382,448 48% 2020-12-31
GEODE CAPITAL MANAGEMENT LLC 565,879 565,879 No Change 2020-12-31
Baird Financial Group, Inc. 371,827 373,756 1% 2020-12-31
Polar Securities Inc. 553,019 120,000 361% 2020-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 552,993 578,436 4% 2020-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 514,873 522,499 1% 2020-12-31
Mitsubishi UFJ Trust & Banking Corp 496,935 485,482 2% 2020-12-31
Pathstone Family Office, LLC 484,337 6,614 7,223% 2020-12-31
ING GROEP NV 462,882 625,882 26% 2020-12-31
BANQUE PICTET & CIE SA 439,828 436,275 1% 2020-12-31
BLUEFIN CAPITAL MANAGEMENT, LLC 439,805 0 New Buy 2020-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 439,618 1,638,745 73% 2020-12-31
DAVIDSON D A & CO 429,589 431,373 0% 2020-12-31
Checchi Capital Advisers, LLC 0 160,916 Sold Out 2020-12-31
Banco Santander, S.A. 20,328 15,051 35% 2020-12-31
1ST SOURCE BANK 403,879 402,720 0% 2020-12-31
DIAM Co., Ltd. 402,000 444,000 9% 2020-12-31
STIFEL FINANCIAL CORP 2,000 2,000 No Change 2020-12-31
Cresset Asset Management, LLC 371,133 372,930 0% 2020-12-31
FIDUCIARY TRUST CO 368,871 375,705 2% 2020-12-31
Mirae Asset Global Investments Co., Ltd. 368,210 312,310 18% 2020-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 354,790 370,386 4% 2020-12-31
FIERA SCEPTRE INC. 354,513 345,429 3% 2020-12-31
SYNOVUS FINANCIAL CORP 320,983 320,445 0% 2020-12-31
BLAIR WILLIAM & CO/IL 316,046 310,591 2% 2020-12-31
SUNRISE PARTNERS LLC /CT 65,000 110,010 41% 2020-12-31
PRUDENTIAL CORP PLC 311,350 341,710 9% 2020-12-31
Gladius Capital Management LP 301,900 333,700 10% 2020-12-31
AGF FUNDS INC 300,000 0 New Buy 2020-12-31
Deep Field Asset Management LLC 300,000 0 New Buy 2020-12-31
BANK OF THE WEST 297,287 277,229 7% 2020-12-31
CIBC World Markets Inc. 287,042 700,656 59% 2020-12-31
PARK AVENUE SECURITIES LLC 279,294 288,832 3% 2020-12-31
CPCM, LLC 279,000 288,839 3% 2020-12-31
FRONT BARNETT ASSOCIATES LLC 276,117 0 New Buy 2020-12-31
WEXFORD CAPITAL LLC 266,393 0 New Buy 2020-12-31
Blue Creek Investment Partners, LLC 1,100 3,500 69% 2020-12-31
Kestra Advisory Services, LLC 262,502 169,104 55% 2020-12-31
MML INVESTORS SERVICES, LLC 261,227 246,364 6% 2020-12-31
Pictet North America Advisors SA 260,728 260,175 0% 2020-12-31
Portland Global Advisors LLC 256,156 259,404 1% 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 254,774 248,046 3% 2020-12-31
Oak Hill Investment Management, L.P. 254,150 254,150 No Change 2020-12-31
TWO SIGMA INVESTMENTS LLC 252,803 18,561 1,262% 2020-12-31
Azimuth Capital Management LLC 244,833 96,142 155% 2020-12-31
Edgestream Partners, L.P. 243,202 0 New Buy 2020-12-31
EATON VANCE MANAGEMENT 235,634 246,418 4% 2020-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 232,413 232,391 0% 2020-12-31
NTV ASSET MANAGEMENT LLC 230,158 174,952 32% 2020-12-31
Berry Street Capital Management LLP 225,000 0 New Buy 2020-12-31
Linscomb & Williams, Inc. 224,758 221,060 2% 2020-12-31
Oakmont Partners LLC 0 163,517 Sold Out 2020-12-31
Financial Network 221,063 200,327 10% 2020-12-31
STEPHENS INC /AR/ 216,349 324,987 33% 2020-12-31
GLENMEDE TRUST CO NA 215,655 219,564 2% 2020-12-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 206,577 173,467 19% 2020-12-31
River Wealth Advisors LLC 205,323 170,475 20% 2020-12-31
Karp Capital Management Corp 202,946 192,954 5% 2020-12-31
OPPENHEIMER & CO INC 201,810 160,786 26% 2020-12-31
LINCOLN NATIONAL CORP 194,000 120,559 61% 2020-12-31
Equitable Holdings, Inc. 193,741 33,698 475% 2020-12-31
COMERICA SECURITIES,INC. 192,560 191,875 0% 2020-12-31
AMP Capital Investors Ltd 190,224 216,339 12% 2020-12-31
EVOKE WEALTH, LLC 189,018 188,791 0% 2020-12-31
TOMPKINS FINANCIAL CORP 187,730 26,664 604% 2020-12-31
WESTPORT ASSET MANAGEMENT INC 186,914 200,000 7% 2020-12-31
HRT FINANCIAL LLC 185,730 0 New Buy 2020-12-31
Salomon & Ludwin, LLC 185,535 193,928 4% 2020-12-31
Cetera Investment Advisers 184,778 30,019 516% 2020-12-31
1607 Capital Partners, LLC 184,300 0 New Buy 2020-12-31
NEW YORK STATE COMMON RETIREMENT FUND 183,575 125,575 46% 2020-12-31
Freestone Capital Holdings, LLC 180,828 167,981 8% 2020-12-31
SpiderRock Advisors LLC 0 144,800 Sold Out 2020-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 175,484 170,509 3% 2020-12-31
BP WEALTH MANAGEMENT, LLC 6,307 792 696% 2020-12-31
CIBC Global Asset Management Inc 173,513 2,356,839 93% 2020-12-31
Ballentine, Finn & Company, Inc. 171,559 213,156 20% 2020-12-31
MAI Wealth Advisors 171,395 158,526 8% 2020-12-31
Swan Wealth Advisors, Inc. 169,750 244,950 31% 2020-12-31
Glenview Trust Co 169,748 171,924 1% 2020-12-31
Midwest Professional Planners, LTD. 166,422 2,670 6,133% 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 165,774 169,440 2% 2020-12-31
MetLife Investment Advisors, LLC 165,166 165,166 No Change 2020-12-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 164,481 106,789 54% 2020-12-31
Simmons Bank 163,579 166,902 2% 2020-12-31
SNS Financial Group, LLC 162,517 165,290 2% 2020-12-31
CITIZENS FINANCIAL GROUP INC/RI 13,860 13,860 No Change 2020-12-31
Regal Investment Advisors, LLC 161,213 0 New Buy 2020-12-31
Steward Partners Investment Advisory, LLC 161,118 129,113 25% 2020-12-31
Nuveen Asset Management, LLC 21,677 50,857 57% 2020-12-31
Stelac Advisory Services LLC 156,919 135,641 16% 2020-12-31
Key Square Capital Management LLC 156,740 0 New Buy 2020-12-31
Sageworth Trust Co 155,963 155,963 No Change 2020-12-31
GOLDENTREE ASSET MANAGEMENT LP 152,000 0 New Buy 2020-12-31
BROWN ADVISORY HOLDINGS INC 0 122,607 Sold Out 2020-12-31
LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHIP 149,838 0 New Buy 2020-12-31
All Terrain Financial Advisors, LLC 148,786 127,411 17% 2020-12-31
Rathbone Brothers plc 148,715 145,477 2% 2020-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 0 26,746 Sold Out 2020-12-31
Verdence Capital Advisors LLC 139,288 124,129 12% 2020-12-31
Southern Wealth Management, LLP 137,081 135,688 1% 2020-12-31
Weiss Multi-Strategy Advisers LLC 131,511 0 New Buy 2020-12-31
FineMark National Bank & Trust 131,440 142,052 7% 2020-12-31
AFFINITY WEALTH MANAGEMENT 130,754 0 New Buy 2020-12-31
Robertson Stephens Wealth Management, LLC 130,638 128,872 1% 2020-12-31
TEWKSBURY CAPITAL MANAGEMENT LTD 128,400 148,900 14% 2020-12-31
Point72 Asset Management, L.P. 126,800 115,000 10% 2020-12-31
Rockefeller Capital Management L.P. 126,121 129,065 2% 2020-12-31
CAMBRIDGE TRUST CO 123,451 137,707 10% 2020-12-31
COREPATH WEALTH PARTNERS LLC 121,522 0 New Buy 2020-12-31
BRIGHTON JONES LLC 121,206 123,137 2% 2020-12-31
Reby Advisors, LLC 120,521 0 New Buy 2020-12-31
Symmetry Investments LP 120,500 0 New Buy 2020-12-31
L & S Advisors Inc 119,816 0 New Buy 2020-12-31
HPM Partners LLC 116,256 115,623 1% 2020-12-31
H D Vest Advisory Services 115,440 306,794 62% 2020-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 103,800 0 New Buy 2020-12-31
ASPIRIANT, LLC 112,437 107,428 5% 2020-12-31
Waldron, LP 109,565 111,688 2% 2020-12-31
Windsor Creek Advisors, LLC 108,500 129,300 16% 2020-12-31
Renaissance Technologies(Jim Simons) 106,100 405,900 74% 2020-12-31
BOSTON FAMILY OFFICE LLC 105,414 104,864 1% 2020-12-31
Fort Point Capital Partners, LLC 103,669 96,002 8% 2020-12-31
TORONTO DOMINION BANK 1,100 3,000 63% 2020-12-31
AMG National Trust Bank 0 176,033 Sold Out 2020-12-31
FIRST INTERSTATE BANK 103,233 106,088 3% 2020-12-31
TCTC Holdings, LLC 102,450 101,711 1% 2020-12-31
Edge Capital Group, LLC 101,870 100,043 2% 2020-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 101,623 101,053 1% 2020-12-31
BSW Wealth Partners 101,485 101,304 0% 2020-12-31
Granite Point Capital Management, L.P. 100,000 2,000,000 95% 2020-12-31
K2 PRINCIPAL FUND, L.P. 100,000 0 New Buy 2020-12-31
JONES ROAD CAPITAL MANAGEMENT, L.P. 100,000 0 New Buy 2020-12-31
NorthCoast Asset Management LLC 98,796 95,637 3% 2020-12-31
Wealth Advisory Solutions, LLC 0 92,372 Sold Out 2020-12-31
Steel Peak Wealth Management LLC 97,574 105,117 7% 2020-12-31
TWO SIGMA SECURITIES, LLC 0 107,600 Sold Out 2020-12-31
SCS Capital Management LLC 94,695 82,369 15% 2020-12-31
PITTENGER & ANDERSON INC 91,199 88,349 3% 2020-12-31
Baron Financial Group, LLC 90,895 0 New Buy 2020-12-31
WEISS CAPITAL LLC 90,000 90,000 No Change 2020-12-31
WETHERBY ASSET MANAGEMENT INC 89,327 89,312 0% 2020-12-31
CAPTRUST FINANCIAL ADVISORS 88,926 80,050 11% 2020-12-31
Asset Management Group, Inc. 88,705 88,199 1% 2020-12-31
Walleye Trading LLC 88,148 17,500 404% 2020-12-31
EARNEST PARTNERS LLC 87,179 87,179 No Change 2020-12-31
GRIMES & COMPANY, INC. 86,530 85,975 1% 2020-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 675 475 42% 2020-12-31
Meridian Wealth Management, LLC 83,002 5,857 1,317% 2020-12-31
SMITHFIELD TRUST CO 82,953 83,612 1% 2020-12-31
HANCOCK HOLDING CO 82,710 95,885 14% 2020-12-31
Strategic Wealth Advisors Group,Inc. 82,421 24,863 232% 2020-12-31
Arete Wealth Advisors, LLC 81,735 0 New Buy 2020-12-31
Prospera Financial Services 81,445 47,085 73% 2020-12-31
EP Wealth Advisors, Inc. 80,359 80,754 0% 2020-12-31
TIEMANN INVESTMENT ADVISORS, LLC 80,286 77,965 3% 2020-12-31
LANSDOWNE PARTNERS (UK) LLP 78,759 0 New Buy 2020-12-31
Full Sail Capital, LLC 78,732 92,857 15% 2020-12-31
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 78,152 82,232 5% 2020-12-31
BRANDES INVESTMENT PARTNERS, LP(Charles Brandes) 77,137 3,599 2,043% 2020-12-31
JAMES INVESTMENT RESEARCH INC 77,110 0 New Buy 2020-12-31
COLONY GROUP LLC 76,291 73,351 4% 2020-12-31
Arcus Capital Partners, LLC 76,090 75,219 1% 2020-12-31
Greystone Financial Group, LLC 75,954 0 New Buy 2020-12-31
Atom Investors LP 75,000 0 New Buy 2020-12-31
Rehmann Capital Advisory Group 73,521 74,112 1% 2020-12-31
Capital Directions Investment Advisors, LLC 73,331 75,604 3% 2020-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 72,904 62,357 17% 2020-12-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 72,453 0 New Buy 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 71,124 66,906 6% 2020-12-31
Independent Family Office, LLC 69,002 69,002 No Change 2020-12-31
Evercore Wealth Management, LLC 68,033 57,470 18% 2020-12-31
WATERS PARKERSON & CO INC 68,007 67,607 1% 2020-12-31
Psagot Investment House Ltd. 65,644 0 New Buy 2020-12-31
HBK Sorce Advisory LLC 64,451 69,010 7% 2020-12-31
Parisi Gray Wealth Management 64,360 63,582 1% 2020-12-31
Fusion Capital, LLC 64,242 57,370 12% 2020-12-31
Column Capital Advisors, LLC 64,038 55,154 16% 2020-12-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 63,720 72,176 12% 2020-12-31
BERRY GROUP, LLC 63,564 61,448 3% 2020-12-31
Alexandria Capital, LLC 63,086 62,024 2% 2020-12-31
AMERICAN INTERNATIONAL GROUP INC 62,717 80,917 22% 2020-12-31
NORTHEAST INVESTMENT MANAGEMENT 60,864 0 New Buy 2020-12-31
FormulaFolio Investments, LLC 60,577 0 New Buy 2020-12-31
Point Break Capital Management, LLC 60,000 0 New Buy 2020-12-31
Susquehanna International Group Ltd. 58,706 0 New Buy 2020-12-31
Perigon Wealth Management, LLC 58,510 61,529 5% 2020-12-31
Sawtooth Asset Management, Inc. 58,120 21,812 166% 2020-12-31
Hexagon Capital Partners LLC 56,912 56,912 No Change 2020-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 56,237 57,019 1% 2020-12-31
Integrated Wealth Concepts LLC 55,360 38,975 42% 2020-12-31
Abbrea Capital, LLC 55,117 57,031 3% 2020-12-31
FIRST NATIONAL TRUST CO 54,697 21,556 154% 2020-12-31
WEBSTER BANK, N. A. 54,506 51,256 6% 2020-12-31
Financial Advisors Network, Inc. 54,210 54,732 1% 2020-12-31
New England Private Wealth Advisors LLC 54,083 53,428 1% 2020-12-31
OXFORD FINANCIAL GROUP LTD 52,908 54,318 3% 2020-12-31
Argent Trust Co 52,654 51,917 1% 2020-12-31
Samalin Investment Counsel, LLC 52,156 51,874 1% 2020-12-31
Veritable, L.P. 51,447 51,904 1% 2020-12-31
HM PAYSON & CO 51,261 51,481 0% 2020-12-31
Tower Research Capital LLC 5,646 671,300 99% 2020-12-31
Paracle Advisors, LLC 50,482 52,764 4% 2020-12-31
THOMAS WHITE INTERNATIONAL LTD 50,156 5,248 856% 2020-12-31
Muzinich & Co., Inc. 50,000 100,000 50% 2020-12-31
Centiva Capital, LP 50,000 0 New Buy 2020-12-31
Cranbrook Wealth Management, LLC 49,847 50,790 2% 2020-12-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 49,500 0 New Buy 2020-12-31
Premier Asset Managment LLC 49,500 0 New Buy 2020-12-31
Toroso Investments, LLC 49,260 71,810 31% 2020-12-31
Milestone Group, Inc. 48,921 67,618 28% 2020-12-31
ALLIANCEBERNSTEIN L.P. 48,824 52,209 6% 2020-12-31
Belpointe Asset Management LLC 48,670 0 New Buy 2020-12-31
ING INVESTMENT MANAGEMENT LLC 48,344 52,719 8% 2020-12-31
JOHNSON INVESTMENT COUNSEL INC 48,158 49,101 2% 2020-12-31
Sowell Financial Services LLC 47,871 38,541 24% 2020-12-31
ENCOMPASS WEALTH ADVISORS, LLC 47,809 0 New Buy 2020-12-31
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 47,809 0 New Buy 2020-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 47,401 41,361 15% 2020-12-31
SMITH, MOORE & CO. 47,311 91,834 48% 2020-12-31
LAKE STREET ADVISORS GROUP, LLC 47,124 46,953 0% 2020-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 46,436 44,277 5% 2020-12-31
GHP Investment Advisors, Inc. 46,245 45,515 2% 2020-12-31
Crestwood Advisors LLC 46,151 49,129 6% 2020-12-31
MONETA GROUP INVESTMENT ADVISORS INC 45,520 47,857 5% 2020-12-31
Annandale Capital, LLC 45,012 0 New Buy 2020-12-31
DT Investment Partners, LLC 44,234 56,984 22% 2020-12-31
Bank Julius Baer & Co. Ltd, Zurich 44,078 206,050 79% 2020-12-31
LEGAL & GENERAL GROUP PLC 44,000 86,000 49% 2020-12-31
Aureus Asset Management, LLC 43,495 43,495 No Change 2020-12-31
Fund Evaluation Group, LLC 43,494 44,590 2% 2020-12-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 43,292 44,251 2% 2020-12-31
MERCER GLOBAL ADVISORS INC /ADV 43,203 26,791 61% 2020-12-31
Orin Green Financial, LLC 42,903 0 New Buy 2020-12-31
Castellan Group, LLC 42,900 0 New Buy 2020-12-31
Mandatum Life Insurance Co Ltd 42,717 42,717 No Change 2020-12-31
XML Financial, LLC 42,644 44,521 4% 2020-12-31
LAIRD NORTON TYEE TRUST CO 42,563 0 New Buy 2020-12-31
STALEY CAPITAL ADVISERS INC 42,250 42,250 No Change 2020-12-31
CI INVESTMENTS INC. 41,669 52,292 20% 2020-12-31
Hoover Financial Advisors, Inc. 41,575 49,512 16% 2020-12-31
Coastline Trust CO 41,502 40,510 2% 2020-12-31
Heritage Trust Co 40,898 37,069 10% 2020-12-31
NewFocus Financial Group, LLC 40,787 42,220 3% 2020-12-31
MAVEN SECURITIES Ltd 40,537 0 New Buy 2020-12-31
PEAPACK GLADSTONE FINANCIAL CORP 40,261 38,111 6% 2020-12-31
SALEM INVESTMENT COUNSELORS INC 39,822 40,135 1% 2020-12-31
Colony Family Offices, LLC 39,729 0 New Buy 2020-12-31
National Asset Management, Inc. 0 41,833 Sold Out 2020-12-31
Financial Advocates Investment Management 38,955 59,681 35% 2020-12-31
EVERETT HARRIS & CO /CA/ 38,916 39,193 1% 2020-12-31
Intercontinental Wealth Advisors, LLC 38,319 0 New Buy 2020-12-31
Manchester Capital Management LLC 37,805 37,805 No Change 2020-12-31
IPG Investment Advisors LLC 37,626 37,500 0% 2020-12-31
SeaCrest Wealth Management, LLC 37,418 12,532 199% 2020-12-31
ClariVest Asset Management LLC 37,400 32,700 14% 2020-12-31
Litman Gregory Asset Management LLC 36,473 36,473 No Change 2020-12-31
Titus Wealth Management 36,137 36,533 1% 2020-12-31
Select Asset Management & Trust 36,000 0 New Buy 2020-12-31
OPPENHEIMER ASSET MANAGEMENT INC 35,947 35,335 2% 2020-12-31
Marble Harbor Investment Counsel, LLC 35,450 35,000 1% 2020-12-31
CHARTER TRUST CO 35,180 35,248 0% 2020-12-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 34,416 34,416 No Change 2020-12-31
PineBridge Investments Ltd 34,404 7,360 367% 2020-12-31
Burns Wealth Management, Inc. 33,414 33,357 0% 2020-12-31
Warren Averett Asset Management, LLC 33,327 31,764 5% 2020-12-31
BT Wealth Management LLC 32,868 32,761 0% 2020-12-31
BANK OF HAWAII 32,600 32,794 1% 2020-12-31
Shoker Investment Counsel, Inc. 32,467 32,232 1% 2020-12-31
Multi-Financial Securities Corp 32,112 44,965 29% 2020-12-31
HoyleCohen, LLC 32,015 31,538 2% 2020-12-31
Barrett Asset Management, LLC 31,685 31,685 No Change 2020-12-31
NAVELLIER & ASSOCIATES INC 31,355 33,016 5% 2020-12-31
Sunbelt Securities, Inc. 31,110 31,057 0% 2020-12-31
BDO Wealth Advisors, LLC 31,089 26,937 15% 2020-12-31
Karpus Management, Inc. 30,781 30,466 1% 2020-12-31
DiMeo Schneider & Associates, L.L.C. 30,736 0 New Buy 2020-12-31
Covington Capital Management 30,564 26,011 18% 2020-12-31
RiverGlades Family Offices LLC 30,151 77,872 61% 2020-12-31
San Luis Wealth Advisors LLC 30,127 0 New Buy 2020-12-31
Golden State Equity Partners 30,059 0 New Buy 2020-12-31
RMB Capital Management, LLC 29,999 29,916 0% 2020-12-31
Emerald Investment Partners, LLC 29,671 12,164 144% 2020-12-31
Lido Advisors, LLC 29,651 34,579 14% 2020-12-31
Luken Investment Analytics, LLC 29,621 0 New Buy 2020-12-31
Penobscot Investment Management Company, Inc. 29,406 26,906 9% 2020-12-31
PEDDOCK CAPITAL ADVISORS, LLC 29,400 29,450 0% 2020-12-31
Trellis Advisors, LLC 28,776 28,776 No Change 2020-12-31
Hartland & Co., LLC 28,516 29,704 4% 2020-12-31
Beacon Pointe Advisors, LLC 28,482 26,206 9% 2020-12-31
DIXON HUBARD FEINOUR & BROWN INC/VA 28,335 28,335 No Change 2020-12-31
HCR Wealth Advisors 28,078 2,488 1,029% 2020-12-31
Almanack Investment Partners, LLC. 27,860 28,447 2% 2020-12-31
WADDELL & ASSOCIATES, LLC 27,415 28,469 4% 2020-12-31
RB Capital Management, LLC 27,186 17,410 56% 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 27,185 29,358 7% 2020-12-31
Analyst IMS Investment Management Services Ltd. 27,067 27,245 1% 2020-12-31
Family Firm, Inc. 26,982 26,913 0% 2020-12-31
Sigma Planning Corp 26,949 18,422 46% 2020-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 26,710 27,648 3% 2020-12-31
ATRIA INVESTMENTS LLC 26,076 0 New Buy 2020-12-31
Hunting Hill Global Capital, LLC 25,800 0 New Buy 2020-12-31
TNB Financial 25,494 25,637 1% 2020-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 25,406 27,420 7% 2020-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 25,335 26,685 5% 2020-12-31
THORNBURG INVESTMENT MANAGEMENT INC 25,229 0 New Buy 2020-12-31
MEMBERS Trust Co 25,104 32,778 23% 2020-12-31
Jump Financial, LLC 24,926 0 New Buy 2020-12-31
HARBOR ADVISORY CORP /MA/ 24,769 21,635 14% 2020-12-31
FIRST NATIONAL BANK OF OMAHA 24,745 26,971 8% 2020-12-31
Ancora Advisors, LLC 24,411 13,306 83% 2020-12-31
CAZ INVESTMENTS LP 24,361 40,461 40% 2020-12-31
Angeles Investment Advisors, LLC 24,184 24,184 No Change 2020-12-31
Frisch Financial Group, Inc. 24,100 22,350 8% 2020-12-31
Cedar Brook Financial Partners, LLC 24,068 0 New Buy 2020-12-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23,847 23,847 No Change 2020-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 23,846 23,474 2% 2020-12-31
Octavia Wealth Advisors, LLC 23,692 0 New Buy 2020-12-31
CARRET ASSET MANAGEMENT 23,211 23,626 2% 2020-12-31
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 23,164 61,871 63% 2020-12-31
Occidental Asset Management, LLC 22,870 0 New Buy 2020-12-31
InterOcean Capital Group, LLC 22,682 0 New Buy 2020-12-31
Crescent Grove Advisors, LLC 22,602 22,702 0% 2020-12-31
Goodman & Company, Investment Counsel Ltd. 22,274 20,222 10% 2020-12-31
Glovista Investments LLC 21,845 25,536 14% 2020-12-31
MISSION WEALTH MANAGEMENT, LLC 21,701 24,160 10% 2020-12-31
RETIREMENT INCOME SOLUTIONS, INC 21,688 21,785 0% 2020-12-31
Crabel Capital Management, LLC 21,446 0 New Buy 2020-12-31
Cliffwater LLC 21,181 21,181 No Change 2020-12-31
Advisory Services Network, LLC 20,736 108,407 81% 2020-12-31
IHT Wealth Management, LLC 20,642 13,834 49% 2020-12-31
Dana Investment Advisors, Inc. 20,385 16,607 23% 2020-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 20,317 0 New Buy 2020-12-31
RBF Capital, LLC 20,000 0 New Buy 2020-12-31
Peak Asset Management, LLC 19,842 20,002 1% 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 19,817 23,269 15% 2020-12-31
Strategic Wealth Partners Group LLC 19,426 23,984 19% 2020-12-31
Beirne Wealth Consulting Services, LLC 19,320 19,322 0% 2020-12-31
WHALEROCK POINT PARTNERS, LLC 19,222 859 2,138% 2020-12-31
Private Wealth Advisors, LLC 19,097 0 New Buy 2020-12-31
Mutual Advisors, LLC 18,866 19,345 2% 2020-12-31
MATHER GROUP, INC. 18,823 22,584 17% 2020-12-31
OBERMEYER ASSET MANAGEMENT CO 18,526 17,467 6% 2020-12-31
Eldridge Investment Advisors, Inc. 18,443 17,922 3% 2020-12-31
PERRITT CAPITAL MANAGEMENT INC 17,927 18,164 1% 2020-12-31
Resolute Advisors LLC 17,512 0 New Buy 2020-12-31
BURNEY CO/ 17,268 18,138 5% 2020-12-31
Capital Bank & Trust Co 17,179 13,618 26% 2020-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17,100 17,368 2% 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,765 16,549 1% 2020-12-31
Paul John Balson 16,661 9,526 75% 2020-12-31
Western Wealth Management, LLC 16,621 16,631 0% 2020-12-31
Kingsview Wealth Management, LLC 16,524 0 New Buy 2020-12-31
TAP Consulting, LLC 16,502 16,983 3% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 16,382 11,047 48% 2020-12-31
GOULD ASSET MANAGEMENT LLC /CA/ 16,335 19,645 17% 2020-12-31
LS Investment Advisors, LLC 16,297 16,300 0% 2020-12-31
Summit Financial Strategies, Inc. 16,291 16,252 0% 2020-12-31
Dorsey & Whitney Trust CO LLC 16,232 16,819 3% 2020-12-31
MANAGED ASSET PORTFOLIOS, LLC 15,980 16,380 2% 2020-12-31
Meristem, LLP 15,524 15,508 0% 2020-12-31
Jaffetilchin Investment Partners, LLC 15,470 0 New Buy 2020-12-31
American Investment Services, Inc. 15,321 16,090 5% 2020-12-31
Voya Financial Advisors, Inc. 15,238 13,982 9% 2020-12-31
Hilltop Holdings Inc. 15,221 9,558 59% 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 15,135 15,899 5% 2020-12-31
Solstein Capital, LLC 5,200 0 New Buy 2020-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,822 15,403 4% 2020-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 14,542 0 New Buy 2020-12-31
Change Path, LLC 14,540 0 New Buy 2020-12-31
Charter Oak Capital Management, LLC 14,482 0 New Buy 2020-12-31
PINNACLE ASSOCIATES LTD 14,437 13,687 5% 2020-12-31
Disciplined Investments, LLC 14,380 14,664 2% 2020-12-31
Roble, Belko & Company, Inc 14,319 15,623 8% 2020-12-31
BigSur Wealth Management LLC 14,300 14,300 No Change 2020-12-31
Sightline Wealth Advisors, LLC 14,126 0 New Buy 2020-12-31
Merit Financial Group, LLC 14,004 14,199 1% 2020-12-31
K.J. Harrison & Partners Inc 14,000 0 New Buy 2020-12-31
Prime Capital Investment Advisors, LLC 13,968 13,431 4% 2020-12-31
BancorpSouth Bank 13,714 13,229 4% 2020-12-31
Stonebridge Capital Advisors LLC 13,670 13,670 No Change 2020-12-31
Perennial Advisors, LLC 13,644 13,444 1% 2020-12-31
Essex Financial Services, Inc. 13,320 6,925 92% 2020-12-31
QUADRANT CAPITAL GROUP LLC 13,195 17,153 23% 2020-12-31
First Washington CORP 13,085 13,085 No Change 2020-12-31
TOBIAS FINANCIAL ADVISORS, INC. 12,911 12,911 No Change 2020-12-31
Cedar Wealth Management, LLC 12,815 12,015 7% 2020-12-31
PROEQUITIES, INC. 12,763 13,247 4% 2020-12-31
Burleson & Company, LLC 12,683 14,824 14% 2020-12-31
QS Investors, LLC 12,479 0 New Buy 2020-12-31
Financial Architects, Inc 12,477 13,024 4% 2020-12-31
Capital Wealth Alliance, LLC 12,396 0 New Buy 2020-12-31
HAVERFORD TRUST CO 12,187 12,101 1% 2020-12-31
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 12,170 12,170 No Change 2020-12-31
Spectrum Asset Management, Inc. (NB/CA) 12,012 0 New Buy 2020-12-31
UMA Financial Services, Inc. 11,634 12,617 8% 2020-12-31
Sequoia Financial Advisors, LLC 11,566 11,041 5% 2020-12-31
FDx Advisors, Inc. 11,545 16,199 29% 2020-12-31
QUANTLAB CAPITAL MANAGEMENT LTD 11,300 11,300 No Change 2020-12-31
Garde Capital, Inc. 11,280 9,753 16% 2020-12-31
Financial Advisory Service, Inc. 11,231 9,196 22% 2020-12-31
GAMBLE JONES INVESTMENT COUNSEL 10,960 10,960 No Change 2020-12-31
STRATEGY ASSET MANAGERS LLC 10,866 10,664 2% 2020-12-31
WHITE PINE CAPITAL LLC 10,838 11,517 6% 2020-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10,829 9,956 9% 2020-12-31
Keeley-Teton Advisors, LLC 10,724 10,635 1% 2020-12-31
MMA ASSET MANAGEMENT LLC 10,663 0 New Buy 2020-12-31
NORTHERN OAK CAPITAL MANAGEMENT INC 10,600 10,600 No Change 2020-12-31
Windsor Capital Management, LLC 10,480 10,548 1% 2020-12-31
WSFS CAPITAL MANAGEMENT, LLC 10,394 10,284 1% 2020-12-31
Court Place Advisors, LLC 10,302 11,077 7% 2020-12-31
AMI INVESTMENT MANAGEMENT INC 10,280 10,280 No Change 2020-12-31
Personal Capital Advisors Corp 10,232 9,960 3% 2020-12-31
Golden State Wealth Management, LLC 10,222 11,082 8% 2020-12-31
Moors & Cabot, Inc. 10,160 10,114 0% 2020-12-31
OARSMAN CAPITAL, INC. 10,132 10,069 1% 2020-12-31
Diversified Trust Co 10,128 0 New Buy 2020-12-31
Rikoon Group, LLC 10,114 10,197 1% 2020-12-31
Orion Portfolio Solutions, LLC 10,059 8,150 23% 2020-12-31
STATE OF WISCONSIN INVESTMENT BOARD 10,000 0 New Buy 2020-12-31
Telemetry Investments, L.L.C. 10,000 0 New Buy 2020-12-31
BROWN BROTHERS HARRIMAN & CO 9,938 7,633 30% 2020-12-31
GLOBEFLEX CAPITAL L P 9,881 9,881 No Change 2020-12-31
CAPE COD FIVE CENTS SAVINGS BANK 9,820 0 New Buy 2020-12-31
WESPAC Advisors, LLC 9,686 8,762 11% 2020-12-31
Capital Advisors, Ltd. LLC 9,542 9,623 1% 2020-12-31
Corient Capital Partners, LLC 9,507 9,507 No Change 2020-12-31
Journey Advisory Group, LLC 9,440 0 New Buy 2020-12-31
Van Hulzen Asset Management, LLC 9,410 4,550 107% 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 9,380 10,595 11% 2020-12-31
MainStreet Investment Advisors LLC 9,245 10,210 9% 2020-12-31
Camden Capital, LLC 9,216 9,210 0% 2020-12-31
True Link Financial Advisors, LLC 9,024 0 New Buy 2020-12-31
PENINSULA ASSET MANAGEMENT INC 8,950 8,950 No Change 2020-12-31
Laidlaw Wealth Management LLC 8,908 0 New Buy 2020-12-31
Sensible Financial Planning & Management, LLC. 8,845 8,651 2% 2020-12-31
Laurel Wealth Advisors, Inc. 8,818 8,961 2% 2020-12-31
Blue Sky Asset Management, LLC 8,818 0 New Buy 2020-12-31
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 8,749 13,281 34% 2020-12-31
Vivaldi Capital Management, LLC 8,723 8,708 0% 2020-12-31
TBH Global Asset Management, LLC 8,723 8,474 3% 2020-12-31
180 WEALTH ADVISORS, LLC 8,639 8,589 1% 2020-12-31
RESTON WEALTH MANAGEMENT LLC 8,582 8,498 1% 2020-12-31
AMERITAS INVESTMENT CORP 8,338 7,504 11% 2020-12-31
Empirical Financial Services, LLC 8,156 8,210 1% 2020-12-31
NOMURA ASSET MANAGEMENT CO LTD 8,155 8,155 No Change 2020-12-31
Budros, Ruhlin & Roe, Inc. 8,129 10,614 23% 2020-12-31
EAGLE GLOBAL ADVISORS LLC 8,115 8,140 0% 2020-12-31
Great Point Wealth Advisors, LLC 8,023 0 New Buy 2020-12-31
Tradition Wealth Management, LLC 7,965 0 New Buy 2020-12-31
Summit X, LLC 7,955 5,163 54% 2020-12-31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 7,947 41,546 81% 2020-12-31
Ten Capital Wealth Advisors, LLC 7,922 7,922 No Change 2020-12-31
MONETARY MANAGEMENT GROUP INC 7,810 7,810 No Change 2020-12-31
CLS INVESTMENT FIRM, LLC 0 33,082 Sold Out 2020-12-31
Choate Investment Advisors 7,420 7,420 No Change 2020-12-31
Spears Abacus Advisors LLC 7,344 7,344 No Change 2020-12-31
TAURUS ASSET MANAGEMENT, LLC 7,300 7,300 No Change 2020-12-31
ALERUS FINANCIAL NA 7,292 7,292 No Change 2020-12-31
Main Street Financial Solutions, LLC 7,259 0 New Buy 2020-12-31
20/20 Capital Management, Inc. 7,150 0 New Buy 2020-12-31
Altium Wealth Management LLC 7,138 0 New Buy 2020-12-31
Nicholas Hoffman & Company, LLC. 7,100 7,100 No Change 2020-12-31
WEALTHSOURCE PARTNERS, LLC 7,033 0 New Buy 2020-12-31
Van Cleef Asset Management,Inc 6,890 6,890 No Change 2020-12-31
PFG Financial Advisors 6,863 5,556 24% 2020-12-31
Fernwood Investment Management, LLC 6,771 6,771 No Change 2020-12-31
HITE Hedge Asset Management LLC 6,750 6,750 No Change 2020-12-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 6,737 32,186 79% 2020-12-31
Rede Wealth, LLC 6,727 0 New Buy 2020-12-31
Colonial Asset Management, Inc. 6,703 6,553 2% 2020-12-31
FINANCIAL LIFE ADVISORS 6,646 6,801 2% 2020-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 6,629 6,599 0% 2020-12-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 6,603 6,603 No Change 2020-12-31
CFM WEALTH PARTNERS LLC 6,538 6,898 5% 2020-12-31
BAHL & GAYNOR INC 6,526 6,526 No Change 2020-12-31
Invictus RG 6,500 6,000 8% 2020-12-31
BBK Capital Partners, LLC 6,458 7,530 14% 2020-12-31
American Institute for Advanced Investment Management, LLP 6,300 6,300 No Change 2020-12-31
Banque Cantonale Vaudoise 6,200 0 New Buy 2020-12-31
Winslow, Evans & Crocker, Inc. 6,181 2,552 142% 2020-12-31
Financial Engines Advisors L.L.C. 6,148 7,322 16% 2020-12-31
Visionary Wealth Advisors 6,144 4,574 34% 2020-12-31
Sontag Advisory, LLC 6,082 0 New Buy 2020-12-31
Iron Financial, LLC 6,052 5,892 3% 2020-12-31
Kaizen Financial Strategies 6,041 0 New Buy 2020-12-31
Yale Capital CORP 6,040 6,040 No Change 2020-12-31
Context Capital Management, LLC 6,000 0 New Buy 2020-12-31
Botty Investors LLC 6,000 6,000 No Change 2020-12-31
Brown Advisory Securities, LLC 5,977 5,891 1% 2020-12-31
CAMG Solamere Management, LLC 5,917 8,142 27% 2020-12-31
LCNB CORP 5,891 5,891 No Change 2020-12-31
DAVIS R M INC 5,851 5,238 12% 2020-12-31
JNB Advisors LLC 5,798 5,798 No Change 2020-12-31
NICHOLS & PRATT ADVISERS LLP /MA 5,720 5,720 No Change 2020-12-31
HOWE & RUSLING INC 5,712 334 1,610% 2020-12-31
Matrix Trust Co 5,707 4,961 15% 2020-12-31
Jacobi Capital Management LLC 5,701 5,757 1% 2020-12-31
MARSHALL FINANCIAL GROUP INC /ADV 5,692 6,730 15% 2020-12-31
Avalon Advisory Group 5,670 5,670 No Change 2020-12-31
First City Capital Management, Inc. 5,620 0 New Buy 2020-12-31
DUBUQUE BANK & TRUST CO 5,604 0 New Buy 2020-12-31
BAROMETER CAPITAL MANAGEMENT INC. 5,595 0 New Buy 2020-12-31
Sepio Capital, LLC 5,513 5,511 0% 2020-12-31
OHE FINANCIAL INC 5,455 0 New Buy 2020-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 5,444 4,947 10% 2020-12-31
McGowan Group Asset Management, Inc. 5,380 0 New Buy 2020-12-31
CIM, LLC 5,339 5,476 3% 2020-12-31
CREDIT AGRICOLE S A 5,275 7,055 25% 2020-12-31
CCM PARTNERS 5,265 5,486 4% 2020-12-31
WEBSTERROGERS FINANCIAL ADVISORS, LLC 5,227 0 New Buy 2020-12-31
DAVIDSON TRUST CO 5,215 5,215 No Change 2020-12-31
Hunter Associates inc. 5,136 5,136 No Change 2020-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 5,093 5,086 0% 2020-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 5,043 4,749 6% 2020-12-31
SEARLE & CO. 5,000 5,000 No Change 2020-12-31
Berger Financial Group, Inc 4,941 0 New Buy 2020-12-31
Wealth Dimensions Group, Ltd. 4,896 0 New Buy 2020-12-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 4,873 4,873 No Change 2020-12-31
Northeast Financial Consultants Inc 4,834 0 New Buy 2020-12-31
MBL Wealth, LLC 4,814 0 New Buy 2020-12-31
Weil Company, Inc. 4,770 4,770 No Change 2020-12-31
HARBOR FINANCIAL SERVICES, LLC 4,733 0 New Buy 2020-12-31
ALESCO ADVISORS LLC 4,703 4,703 No Change 2020-12-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4,521 4,556 1% 2020-12-31
Tranquility Partners, LLC 4,513 0 New Buy 2020-12-31
HOLDERNESS INVESTMENTS CO 4,448 4,748 6% 2020-12-31
BLUESTEIN R H & CO 4,425 0 New Buy 2020-12-31
Capital Advisory Group Advisory Services, LLC 4,415 4,415 No Change 2020-12-31
ANCHOR CAPITAL ADVISORS INC 4,400 0 New Buy 2020-12-31
Neuberger Berman Group LLC 4,391 10,391 58% 2020-12-31
Jackson Hole Capital Partners, LLC 4,390 4,390 No Change 2020-12-31
Bridgeworth, LLC 4,385 0 New Buy 2020-12-31
Legacy Wealth Partners, Inc. 4,219 0 New Buy 2020-12-31
Marathon Trading Investment Management LLC 4,200 0 New Buy 2020-12-31
Abbot Financial Management, Inc. 4,200 0 New Buy 2020-12-31
Redhawk Wealth Advisors, Inc. 4,124 0 New Buy 2020-12-31
Roundview Capital LLC 4,104 0 New Buy 2020-12-31
Kathmere Capital Management, LLC 4,100 0 New Buy 2020-12-31
Leisure Capital Management 4,025 0 New Buy 2020-12-31
CAPE ANN SAVINGS BANK 4,012 0 New Buy 2020-12-31
Round Table Services, LLC 4,006 0 New Buy 2020-12-31
Windham Capital Management, LLC 4,000 0 New Buy 2020-12-31
NorthRock Partners, LLC 3,997 0 New Buy 2020-12-31
GRT CAPITAL PARTNERS LLC 3,937 0 New Buy 2020-12-31
ROPES WEALTH ADVISORS LLC 3,937 126 3,025% 2020-12-31
Parkside Financial Bank & Trust 3,904 3,884 1% 2020-12-31
Baldwin Investment Management, LLC 3,900 0 New Buy 2020-12-31
MANAGED ACCOUNT SERVICES INC 3,859 0 New Buy 2020-12-31
Capital Analysts, Inc. 3,287 3,287 No Change 2020-12-31
Sage Financial Management Group, Inc. 3,192 0 New Buy 2020-12-31
BerganKDV Wealth Management, LLC 3,164 0 New Buy 2020-12-31
CT Mason 3,000 3,000 No Change 2020-12-31
Rockbridge Investment Management, LCC 2,700 2,478 9% 2020-12-31
THOMPSON SIEGEL & WALMSLEY LLC 2,628 2,628 No Change 2020-12-31
NWK Group, Inc. 2,618 2,631 0% 2020-12-31
Sage Mountain Advisors LLC 2,478 0 New Buy 2020-12-31
Kistler-Tiffany Companies, LLC 2,241 2,241 No Change 2020-12-31
Turim 21 Investimentos Ltda. 2,231 0 New Buy 2020-12-31
OLD SECOND NATIONAL BANK OF AURORA 2,212 2,438 9% 2020-12-31
Taddei, Ludwig & Associates, Inc. 2,150 0 New Buy 2020-12-31
Intellectus Partners, LLC 2,100 26,637 92% 2020-12-31
Alpha DNA Investment Management LLC 1,900 0 New Buy 2020-12-31
McIlrath & Eck, LLC 1,872 1,902 2% 2020-12-31
Efficient Wealth Management LLC 1,645 1,793 8% 2020-12-31
Heritage Wealth Advisors 1,630 0 New Buy 2020-12-31
Blume Capital Management, Inc. 1,500 1,500 No Change 2020-12-31
FSA Wealth Management LLC 1,414 0 New Buy 2020-12-31
Summit Investment Advisors, Inc. 1,400 1,400 No Change 2020-12-31
Syverson Strege & Co 1,386 0 New Buy 2020-12-31
Archer Investment Corp 1,314 1,314 No Change 2020-12-31
Banco de Sabadell, S.A 1,230 5,730 79% 2020-12-31
DB Wealth Management Group, LLC 1,207 0 New Buy 2020-12-31
Dougherty Wealth Advisers LLC 1,201 1,201 No Change 2020-12-31
BAINCO INTERNATIONAL INVESTORS 1,200 0 New Buy 2020-12-31
Bellwether Advisors, LLC 1,200 0 New Buy 2020-12-31
Center for Financial Planning, Inc. 1,013 0 New Buy 2020-12-31
PIN OAK INVESTMENT ADVISORS INC 960 960 No Change 2020-12-31
VESTOR CAPITAL CORP 940 940 No Change 2020-12-31
Truvestments Capital LLC 930 930 No Change 2020-12-31
PAYDEN & RYGEL 900 900 No Change 2020-12-31
GABLES CAPITAL MANAGEMENT INC. 900 900 No Change 2020-12-31
Pacific Center for Financial Services 789 789 No Change 2020-12-31
Aptus Capital Advisors, LLC 766 1,920 60% 2020-12-31
Capital Asset Advisory Services LLC 659 448 47% 2020-12-31
First National Bank of South Miami 651 651 No Change 2020-12-31
Founders Financial Alliance, LLC 25 1,755 99% 2020-12-31
Aberdeen Wealth Management LLC 580 580 No Change 2020-12-31
Eudaimonia Partners, LLC 520 0 New Buy 2020-12-31
AllSquare Wealth Management LLC 500 85 488% 2020-12-31
B, B, H, & B INC. 500 0 New Buy 2020-12-31
SRS Capital Advisors, Inc. 447 459 3% 2020-12-31
BELLEVUE ASSET MANAGEMENT, LLC 393 393 No Change 2020-12-31
Horan Securities, Inc. 352 326 8% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 350 347 1% 2020-12-31
Global Wealth Management Investment Advisory, Inc. 320 320 No Change 2020-12-31
ALBION FINANCIAL GROUP /UT 300 0 New Buy 2020-12-31
AlphaCore Capital LLC 292 70 317% 2020-12-31
NVWM, LLC 254 254 No Change 2020-12-31
Safeguard Investment Advisory Group, LLC 247 0 New Buy 2020-12-31
Annapolis Financial Services, LLC 232 0 New Buy 2020-12-31
MCF Advisors LLC 208 208 No Change 2020-12-31
BOURGEON CAPITAL MANAGEMENT LLC 200 200 No Change 2020-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 200 200 No Change 2020-12-31
MV Capital Management, Inc. 199 0 New Buy 2020-12-31
Signet Investment Advisory Group, Inc. 150 0 New Buy 2020-12-31
Pflug Koory, LLC 120 120 No Change 2020-12-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 115 0 New Buy 2020-12-31
CoreFirst Bank & Trust 115 0 New Buy 2020-12-31
Freedman Financial Associates, Inc. 100 0 New Buy 2020-12-31
Johnson Financial Group, Inc. 65 1,090 94% 2020-12-31
Mizuho Securities Co. Ltd. 62 0 New Buy 2020-12-31
Wagner Wealth Management, LLC 50 0 New Buy 2020-12-31
CBIZ Investment Advisory Services, LLC 50 50 No Change 2020-12-31
Amerivest Investment Management LLC 46 46 No Change 2020-12-31
ISLAY CAPITAL MANAGEMENT, LLC 27 27 No Change 2020-12-31
TD Capital Management LLC 1 1 No Change 2020-12-31
MACKAY SHIELDS LLC 0 11,356 Sold Out 2020-12-31
WOLVERINE ASSET MANAGEMENT LLC 0 2,350 Sold Out 2020-12-31
HOURGLASS CAPITAL, LLC 0 26,815 Sold Out 2020-12-31
NATIXIS 0 19,981 Sold Out 2020-12-31
CIBC WORLD MARKETS CORP 0 235,700 Sold Out 2020-12-31
Quantitative Investment Management, LLC 0 667,835 Sold Out 2020-12-31
MASON STREET ADVISORS LLC 0 6,600 Sold Out 2020-12-31
JEFFERIES GROUP INC /DE/ 0 1,170,800 Sold Out 2020-12-31
D. E. Shaw & Co., INC. (David E. Shaw) 0 74,300 Sold Out 2020-12-31
CAPITAL ONE FINANCIAL CORP 0 6,540 Sold Out 2020-12-31
REED CONNER & BIRDWELL LLC 0 10,500 Sold Out 2020-12-31
Wharton Business Group, LLC 0 4,716 Sold Out 2020-12-31
Smart Portfolios, LLC 0 9,131 Sold Out 2020-12-31
LINDEN ADVISORS LP 0 200,000 Sold Out 2020-12-31
FLOW TRADERS U.S. LLC 0 227,085 Sold Out 2020-12-31
Covalent Partners LLC 0 180,000 Sold Out 2020-12-31
BTG Pactual Global Asset Management Ltd 0 45,000 Sold Out 2020-12-31
Covenant Multifamily Offices, LLC 0 5,732 Sold Out 2020-12-31
Verity Asset Management, Inc. 0 40,136 Sold Out 2020-12-31
Advisors Preferred, LLC 0 764,427 Sold Out 2020-12-31
SEI INVESTMENTS CO 0 8,154,726 Sold Out 2020-12-31
USA Financial Portformulas Corp 0 70 Sold Out 2020-12-31
Trexquant Investment LP 0 9,496 Sold Out 2020-12-31
Banco BTG Pactual S.A. 0 50,000 Sold Out 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 0 7,238 Sold Out 2020-12-31
Itau Unibanco Holding S.A. 0 478,284 Sold Out 2020-12-31
Aveo Capital Partners, LLC 0 30,403 Sold Out 2020-12-31
Glen Point Capital LLP 0 2,300,000 Sold Out 2020-12-31
SG3 Management, LLC 0 195,000 Sold Out 2020-12-31
SCHF (GPE), LLC 0 8,427,300 Sold Out 2020-12-31
Tibra Equities Europe Ltd 0 10,676 Sold Out 2020-12-31
Deer Park Road Corp 0 1,000,000 Sold Out 2020-12-31
AJ WEALTH STRATEGIES, LLC 0 6,497 Sold Out 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 0 1,514 Sold Out 2020-12-31
Blueshift Asset Management, LLC 0 6,876 Sold Out 2020-12-31
GeoWealth Management, LLC 0 19,013 Sold Out 2020-12-31
Ambassador Advisors, LLC 0 7,250 Sold Out 2020-12-31
NexWave Capital Partners LLC 0 8,549 Sold Out 2020-12-31
Gyon Technologies Capital Management, LP 0 5,700 Sold Out 2020-12-31
Wealth Quarterback LLC 0 7,065 Sold Out 2020-12-31
Wellspring Financial Advisors, LLC 0 8,774 Sold Out 2020-12-31
Holloway Wealth Management, LLC 0 340 Sold Out 2020-12-31
CHIRON CAPITAL MANAGEMENT, LLC 0 100 Sold Out 2020-12-31
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