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STOCK TICKER:
ISHARE SPMC400BARGRO   (ticker: IJK)
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
Willis Johnson & Associates, Inc. 0 427,973 Sold Out 2021-06-30
CHURCHILL MANAGEMENT GROUP /CA/ 205,443 222,083 7% 2021-06-30
Smith Anglin Financial, LLC 118,127 0 New Buy 2021-06-30
FIRST HAWAIIAN BANK 114,118 118,141 3% 2021-06-30
SJA Financial Advisory, LLC 112,808 115,305 2% 2021-06-30
Windsor Group LTD 70,080 44,766 57% 2021-06-30
Perkins Coie Trust Co 67,610 0 New Buy 2021-06-30
First Citizens Financial Corp 67,206 67,263 0% 2021-06-30
Platte River Wealth Advisors, LLC 42,002 46,048 9% 2021-06-30
SOA Wealth Advisors, LLC. 41,359 46,117 10% 2021-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 35,203 33,437 5% 2021-06-30
Allegiant Private Advisors, LLC 32,510 32,716 1% 2021-06-30
Segment Wealth Management, LLC 31,700 31,700 No Change 2021-06-30
Stordahl Capital Management, Inc. 30,425 31,614 4% 2021-06-30
Stratos Wealth Partners, LTD. 27,232 27,278 0% 2021-06-30
Renasant Bank 26,876 27,518 2% 2021-06-30
Ullmann Financial Group, Inc. 25,966 26,290 1% 2021-06-30
UMB BANK N A/MO 25,220 25,220 No Change 2021-06-30
YHB Investment Advisors, Inc. 20,024 20,024 No Change 2021-06-30
AdvisorNet Financial, Inc 19,461 19,552 0% 2021-06-30
TRUST CO OF VERMONT 18,088 18,088 No Change 2021-06-30
FULTON BANK, N.A. 13,112 13,112 No Change 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 11,860 0 New Buy 2021-06-30
USCA RIA LLC 11,107 11,100 0% 2021-06-30
Montecito Bank & Trust 10,964 10,964 No Change 2021-06-30
TIAA, FSB 10,436 11,548 10% 2021-06-30
Veracity Capital LLC 8,220 8,220 No Change 2021-06-30
Legacy Private Trust Co. 8,076 8,280 2% 2021-06-30
Norway Savings Bank 7,870 7,578 4% 2021-06-30
WELCH & FORBES LLC 7,200 5,700 26% 2021-06-30
SOL Capital Management CO 7,096 7,098 0% 2021-06-30
DUBUQUE BANK & TRUST CO 6,746 8,026 16% 2021-06-30
Comprehensive Portfolio Management, LLC 6,716 6,716 No Change 2021-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 6,514 7,127 9% 2021-06-30
Prosperity Planning, Inc. 6,415 6,839 6% 2021-06-30
WASHINGTON TRUST BANK 6,389 6,433 1% 2021-06-30
Schneider Downs Wealth Management Advisors, LP 5,432 5,432 No Change 2021-06-30
Filbrandt Wealth Management, LLC 5,024 5,024 No Change 2021-06-30
WHITTIER TRUST CO 4,788 4,788 No Change 2021-06-30
Carnick & Kubik Group, LLC 4,753 4,913 3% 2021-06-30
Stratos Wealth Advisors, LLC 4,748 4,748 No Change 2021-06-30
Capital Financial Planning, LLC 4,703 0 New Buy 2021-06-30
SUMMIT FINANCIAL GROUP INC 4,597 4,797 4% 2021-06-30
Vista Private Wealth Partners. LLC 4,014 999 302% 2021-06-30
Relaxing Retirement Coach 3,880 3,880 No Change 2021-06-30
Venturi Wealth Management, LLC 3,703 0 New Buy 2021-06-30
TNB Financial 3,608 0 New Buy 2021-06-30
TFG Advisers LLC 3,103 3,063 1% 2021-06-30
Alpha Omega Wealth Management LLC 3,033 3,020 0% 2021-06-30
Traynor Capital Management, Inc. 2,917 2,814 4% 2021-06-30
WOODWARD DIVERSIFIED CAPITAL, LLC 2,852 0 New Buy 2021-06-30
We Are One Seven, LLC 2,633 2,993 12% 2021-06-30
Geneos Wealth Management Inc. 0 9,394 Sold Out 2021-06-30
Pinnacle Bank 2,368 2,608 9% 2021-06-30
Tarbox Group, Inc. 1,560 1,560 No Change 2021-06-30
S.A. Mason LLC 1,336 1,336 No Change 2021-06-30
Sugarloaf Wealth Management, LLC 888 853 4% 2021-06-30
Massey, Quick & Co., LLC 668 668 No Change 2021-06-30
North Star Investment Management Corp. 348 0 New Buy 2021-06-30
Sage Mountain Advisors LLC 328 328 No Change 2021-06-30
Sound Income Strategies, LLC 312 312 No Change 2021-06-30
TSFG, LLC 232 232 No Change 2021-06-30
John W. Brooker & Co., CPAs 169 181 7% 2021-06-30
Versant Capital Management, Inc 152 152 No Change 2021-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 152 152 No Change 2021-06-30
Trust Co 96 176 45% 2021-06-30
Lenox Wealth Advisors, Inc. 64 0 New Buy 2021-06-30
Tradewinds Capital Management, LLC 52 52 No Change 2021-06-30
Valeo Financial Advisors, LLC 0 908 Sold Out 2021-06-30
Regency Capital Management Inc.DE 0 75 Sold Out 2021-06-30
WELLS FARGO & CO/MN 11,525,651 12,190,476 5% 2021-03-31
MORGAN STANLEY 7,089,546 0 New Buy 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 2,363,903 2,318,325 2% 2021-03-31
UBS Group AG 2,003,373 2,087,136 4% 2021-03-31
Financial Engines Advisors L.L.C. 1,862,360 2,110,996 12% 2021-03-31
DAVIDSON D A & CO 1,187,320 1,176,247 1% 2021-03-31
FMR LLC 2 15 87% 2021-03-31
LPL Financial CORP 1,075,829 1,204,940 11% 2021-03-31
RAYMOND JAMES & ASSOCIATES 1,032,000 1,035,001 0% 2021-03-31
AMERIPRISE FINANCIAL INC 889,238 898,786 1% 2021-03-31
NORTHERN TRUST CORP 871,041 825,572 6% 2021-03-31
Bank of New York Mellon CORP 734,552 764,098 4% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 708,106 718,421 1% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 706,982 773,196 9% 2021-03-31
HighTower Advisors, LLC 647,432 738,906 12% 2021-03-31
Raymond James Financial Services Advisors, Inc. 643,831 894,931 28% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 589,727 608,390 3% 2021-03-31
MAI Wealth Advisors 559,610 540,197 4% 2021-03-31
BRYN MAWR TRUST CO/PA 551,200 511,470 8% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 539,378 592,266 9% 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 461,624 0 New Buy 2021-03-31
REGIONS FINANCIAL CORP 453,121 443,479 2% 2021-03-31
ROYAL BANK OF CANADA 449,182 0 New Buy 2021-03-31
J P MORGAN CHASE & CO 447,443 453,825 1% 2021-03-31
Joel Isaacson & Co., LLC 409,464 378,618 8% 2021-03-31
Pensionmark Financial Group, LLC 376,989 0 New Buy 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 374,351 392,846 5% 2021-03-31
Csenge Advisory Group 366,882 361,337 2% 2021-03-31
Lido Advisors, LLC 273,977 147,268 86% 2021-03-31
SPC Financial, Inc. 246,575 246,483 0% 2021-03-31
COURIER CAPITAL CORP 243,365 245,297 1% 2021-03-31
Capital Advisors, Ltd. LLC 235,959 234,722 1% 2021-03-31
FIRST MERCHANTS CORP 230,963 233,200 1% 2021-03-31
Private Advisor Group, LLC 105,441 0 New Buy 2021-03-31
Creative Planning 197,192 200,614 2% 2021-03-31
FIFTH THIRD BANCORP 182,090 184,280 1% 2021-03-31
DUFF & PHELPS INVESTMENT MANAGEMENT CO 172,480 172,480 No Change 2021-03-31
Yale Capital CORP 168,273 194,143 13% 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 167,098 168,052 1% 2021-03-31
Ifrah Financial Services, Inc. 166,578 230,157 28% 2021-03-31
STIFEL FINANCIAL CORP 3,060 3,060 No Change 2021-03-31
Hudson Capital Management LLC 151,472 163,455 7% 2021-03-31
Financial Network 148,277 156,093 5% 2021-03-31
Blue Edge Capital, LLC 144,524 0 New Buy 2021-03-31
GHP Investment Advisors, Inc. 141,269 145,443 3% 2021-03-31
JONES FINANCIAL COMPANIES LLLP 28,462 181,719 84% 2021-03-31
HSBC HOLDINGS PLC 126,106 126,373 0% 2021-03-31
Rockefeller Capital Management L.P. 121,459 123,046 1% 2021-03-31
Sterling Financial Planning, Inc. 112,396 117,483 4% 2021-03-31
Kestra Advisory Services, LLC 111,618 193,928 42% 2021-03-31
Janney Montgomery Scott LLC 110,654 156,247 29% 2021-03-31
Baird Financial Group, Inc. 20,492 20,792 1% 2021-03-31
Mariner Wealth Advisors, LLC 103,487 102,923 1% 2021-03-31
US BANCORP DE 103,219 98,110 5% 2021-03-31
Cetera Investment Advisers 102,749 102,642 0% 2021-03-31
CULLEN FROST BANKERS INC 436 103,828 100% 2021-03-31
First Personal Financial Services 101,759 108,308 6% 2021-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 98,214 101,095 3% 2021-03-31
Centerpoint Advisors, LLC 97,724 99,042 1% 2021-03-31
Paracle Advisors, LLC 94,070 96,760 3% 2021-03-31
Mechanics Bank Trust Department 93,326 56,747 64% 2021-03-31
Goelzer Investment Management, Inc. 92,207 95,230 3% 2021-03-31
JNBA Financial Advisors 90,505 91,988 2% 2021-03-31
HUNTINGTON NATIONAL BANK 88,167 88,293 0% 2021-03-31
Parcion Private Wealth LLC 87,964 95,475 8% 2021-03-31
Fulcrum Capital LLC 87,854 86,824 1% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 83,666 0 New Buy 2021-03-31
Integrys Wealth Advisors LLC 82,968 85,050 2% 2021-03-31
M&T BANK CORP 81,180 133,882 39% 2021-03-31
GREENLEAF TRUST 80,190 84,631 5% 2021-03-31
OLD MISSION CAPITAL LLC 77,537 0 New Buy 2021-03-31
TCF National Bank 74,808 77,288 3% 2021-03-31
H D Vest Advisory Services 74,226 38,319 94% 2021-03-31
Sigma Planning Corp 71,979 119,871 40% 2021-03-31
Winfield Associates, Inc. 69,568 66,138 5% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 69,474 68,474 1% 2021-03-31
Cranbrook Wealth Management, LLC 68,874 77,501 11% 2021-03-31
MML INVESTORS SERVICES, LLC 66,680 70,600 6% 2021-03-31
SECURITY NATIONAL TRUST CO 65,682 63,512 3% 2021-03-31
UNIONBANCAL CORP 65,142 69,568 6% 2021-03-31
Asset Management Group, Inc. 64,632 64,842 0% 2021-03-31
COMERICA SECURITIES,INC. 64,589 0 New Buy 2021-03-31
Fulton Breakefield Broenniman LLC 64,575 62,391 4% 2021-03-31
Integer Wealth Advisors Group LLC 62,633 0 New Buy 2021-03-31
Susquehanna International Group, LLP 62,351 73,391 15% 2021-03-31
Sunbelt Securities, Inc. 61,226 57,832 6% 2021-03-31
EP Wealth Advisors, Inc. 61,048 20,380 200% 2021-03-31
Guidance Point Advisors, LLC 60,842 60,242 1% 2021-03-31
MMA ASSET MANAGEMENT LLC 59,885 57,336 4% 2021-03-31
Rodgers & Associates, LTD 56,054 57,130 2% 2021-03-31
People's United Financial, Inc. 53,798 62,067 13% 2021-03-31
BLAIR WILLIAM & CO/IL 49,577 119,478 59% 2021-03-31
BANK OF STOCKTON 48,994 75,434 35% 2021-03-31
Cresset Asset Management, LLC 46,339 46,527 0% 2021-03-31
SMITH SHELLNUT WILSON LLC /ADV 45,669 48,260 5% 2021-03-31
Neumann Capital Management, LLC 45,600 46,340 2% 2021-03-31
Connecticut Wealth Management, LLC 44,541 10,505 324% 2021-03-31
BANK OF MONTREAL /CAN/ 44,157 67,522 35% 2021-03-31
WADE G W & INC 44,073 20,300 117% 2021-03-31
Oldfather Financial Services, LLC 43,681 0 New Buy 2021-03-31
FIRST TRUST ADVISORS LP 43,377 44,100 2% 2021-03-31
Meridian Wealth Management, LLC 42,581 42,635 0% 2021-03-31
Nachman Norwood & Parrott, Inc 37,487 37,331 0% 2021-03-31
COMMERCE BANK N A/MO 37,096 33,489 11% 2021-03-31
HANCOCK HOLDING CO 35,187 45,572 23% 2021-03-31
STEPHENS INC /AR/ 34,542 22,066 57% 2021-03-31
Homrich & Berg 32,836 0 New Buy 2021-03-31
Slow Capital, Inc. 32,248 30,035 7% 2021-03-31
Sandy Spring Bank 31,299 32,682 4% 2021-03-31
Veritable, L.P. 31,052 31,052 No Change 2021-03-31
Dorsey Wright & Associates 30,785 32,242 5% 2021-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 30,725 29,831 3% 2021-03-31
IBEX WEALTH ADVISORS 30,661 0 New Buy 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 30,203 28,981 4% 2021-03-31
Rehmann Capital Advisory Group 29,387 29,583 1% 2021-03-31
PACIFIC FINANCIAL GROUP INC 29,384 29,119 1% 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 28,041 28,788 3% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 25,427 0 New Buy 2021-03-31
Atlantic Trust Group, LLC 364 27,443 99% 2021-03-31
Outlook Wealth Advisors, LLC 26,667 27,017 1% 2021-03-31
ALESCO ADVISORS LLC 26,353 26,720 1% 2021-03-31
OPPENHEIMER & CO INC 26,332 26,099 1% 2021-03-31
Atlas Brown,Inc. 26,329 26,430 0% 2021-03-31
FIRST CITIZENS BANK & TRUST CO 26,157 27,060 3% 2021-03-31
Voya Financial Advisors, Inc. 25,404 19,180 32% 2021-03-31
CITIGROUP INC 25,192 26,271 4% 2021-03-31
FINANCIAL COUNSELORS INC 24,734 25,026 1% 2021-03-31
Klaas Financial Asset Advisors, LLC 24,320 0 New Buy 2021-03-31
ProVise Management Group, LLC 23,839 23,310 2% 2021-03-31
FineMark National Bank & Trust 23,008 22,008 5% 2021-03-31
HYA Advisors, Inc 22,898 21,225 8% 2021-03-31
Summit Trail Advisors, LLC 22,856 22,856 No Change 2021-03-31
First National Bank of South Miami 22,710 19,304 18% 2021-03-31
Aft, Forsyth & Company, Inc. 22,070 22,048 0% 2021-03-31
Soltis Investment Advisors LLC 22,006 11,444 92% 2021-03-31
NTV ASSET MANAGEMENT LLC 21,890 22,040 1% 2021-03-31
WSFS CAPITAL MANAGEMENT, LLC 20,969 21,258 1% 2021-03-31
Tower Research Capital LLC 0 17,262 Sold Out 2021-03-31
Dana Investment Advisors, Inc. 20,613 18,975 9% 2021-03-31
First Heartland Consultants, Inc. 20,427 47,447 57% 2021-03-31
Equitable Holdings, Inc. 20,251 229,018 91% 2021-03-31
Country Club Trust Company, n.a. 20,186 21,486 6% 2021-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 20,117 18,124 11% 2021-03-31
TIEMANN INVESTMENT ADVISORS, LLC 19,651 17,940 10% 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 19,531 21,503 9% 2021-03-31
Hartland & Co., LLC 19,100 17,798 7% 2021-03-31
FRANKLIN RESOURCES INC 19,056 19,056 No Change 2021-03-31
HRT FINANCIAL LLC 19,032 29,072 35% 2021-03-31
Strategic Financial Group, LLC 18,405 20,540 10% 2021-03-31
MONECO Advisors, LLC 18,389 19,452 5% 2021-03-31
Ironwood Wealth Management, llc 17,756 16,799 6% 2021-03-31
AMG National Trust Bank 17,613 8,045 119% 2021-03-31
Renaissance Technologies(Jim Simons) 17,500 0 New Buy 2021-03-31
Tempus Wealth Planning, LLC 17,311 0 New Buy 2021-03-31
Mattern Wealth Management LLC 17,078 27,615 38% 2021-03-31
Strategic Wealth Advisors Group,Inc. 17,069 48,769 65% 2021-03-31
ANDERSON HOAGLAND & CO 16,582 22,088 25% 2021-03-31
River Wealth Advisors LLC 16,548 16,355 1% 2021-03-31
ASSOCIATED BANC-CORP 0 65,194 Sold Out 2021-03-31
Somerset Group LLC 15,630 15,630 No Change 2021-03-31
RAYMOND JAMES TRUST CO 15,563 16,136 4% 2021-03-31
Carmichael Hill & Associates, Inc. 15,546 15,546 No Change 2021-03-31
LYELL WEALTH MANAGEMENT, LP 15,380 9,320 65% 2021-03-31
Barrett Asset Management, LLC 15,350 1,495 927% 2021-03-31
Summit Investment Advisors, Inc. 15,341 15,371 0% 2021-03-31
GLENMEDE TRUST CO NA 15,232 12,912 18% 2021-03-31
J.W. COLE ADVISORS, INC. 15,016 25,766 42% 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 15,001 17,924 16% 2021-03-31
CHARTER TRUST CO 14,804 8,213 80% 2021-03-31
BROWN ADVISORY HOLDINGS INC 14,641 10,820 35% 2021-03-31
One Capital Management, LLC 14,624 16,902 13% 2021-03-31
Edmonds Duncan Registered Investment Advisors, LLC 14,560 14,538 0% 2021-03-31
Ellis Investment Partners, LLC 14,478 14,880 3% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 14,338 29,648 52% 2021-03-31
Front Row Advisors LLC 14,292 14,844 4% 2021-03-31
Hochman Cole Investment Advisors, Inc. 14,258 0 New Buy 2021-03-31
Maltin Wealth Management, Inc. 14,236 13,444 6% 2021-03-31
Family Firm, Inc. 14,207 14,207 No Change 2021-03-31
Kuntz Lesher Capital LLC 13,962 13,523 3% 2021-03-31
IFG Advisory, LLC 13,850 14,814 7% 2021-03-31
PITTENGER & ANDERSON INC 13,800 13,800 No Change 2021-03-31
9258 Wealth Management, LLC 13,800 13,800 No Change 2021-03-31
LBMC INVESTMENT ADVISORS, LLC 13,533 12,673 7% 2021-03-31
DEARBORN PARTNERS LLC 13,301 13,613 2% 2021-03-31
Pallas Capital Advisors LLC 13,268 0 New Buy 2021-03-31
Financial Advocates Investment Management 13,200 13,987 6% 2021-03-31
ENCORE BANK NA 13,170 13,601 3% 2021-03-31
Patten Group, Inc. 13,140 13,140 No Change 2021-03-31
COLONY GROUP LLC 13,062 13,452 3% 2021-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 13,000 13,000 No Change 2021-03-31
Capital Analysts, Inc. 160 13,179 99% 2021-03-31
PFG Advisors 12,864 12,864 No Change 2021-03-31
Private Capital Group, LLC 12,483 13,644 9% 2021-03-31
Advisory Services Network, LLC 3,067 19,656 84% 2021-03-31
Carroll Financial Associates, Inc. 12,251 12,383 1% 2021-03-31
CB&T Wealth Management 12,228 10,220 20% 2021-03-31
Harborview Advisors, LLC 12,206 12,586 3% 2021-03-31
Bangor Savings Bank 12,156 3,639 234% 2021-03-31
Buckingham Asset Management, LLC 12,038 17,851 33% 2021-03-31
PRUDENTIAL FINANCIAL INC 12,011 0 New Buy 2021-03-31
Atlas Private Wealth Management 12,010 12,098 1% 2021-03-31
IHT Wealth Management, LLC 11,827 12,015 2% 2021-03-31
JNB Advisors LLC 11,751 11,752 0% 2021-03-31
GABLES CAPITAL MANAGEMENT INC. 11,712 11,712 No Change 2021-03-31
PRIVATE CAPITAL MANAGEMENT LLC 11,706 12,656 8% 2021-03-31
Kalos Management, Inc. 11,642 31,146 63% 2021-03-31
Ten Capital Wealth Advisors, LLC 11,327 12,184 7% 2021-03-31
Marietta Wealth Management, LLC 11,220 11,220 No Change 2021-03-31
Hubbell Strickland Wealth Management, LLC 11,207 11,136 1% 2021-03-31
Kingsview Wealth Management, LLC 11,130 10,128 10% 2021-03-31
Crescent Grove Advisors, LLC 11,090 8,499 30% 2021-03-31
Laurel Wealth Advisors LLC 10,994 10,991 0% 2021-03-31
HPM Partners LLC 10,952 11,345 3% 2021-03-31
LWS Wealth Advisors, Inc. 10,928 16,925 35% 2021-03-31
BDO Wealth Advisors, LLC 10,760 14,742 27% 2021-03-31
MERIDIAN INVESTMENT COUNSEL INC. 10,644 10,644 No Change 2021-03-31
Crescent Capital Consulting, LLC 1 1 No Change 2021-03-31
Octavia Wealth Advisors, LLC 10,225 11,044 7% 2021-03-31
Harbour Capital Advisors, LLC 10,180 10,180 No Change 2021-03-31
SCBT FINANCIAL CORP 10,158 0 New Buy 2021-03-31
Wellspring Financial Advisors, LLC 10,026 39,503 75% 2021-03-31
PROEQUITIES, INC. 10,002 11,158 10% 2021-03-31
Ballentine, Finn & Company, Inc. 9,976 9,976 No Change 2021-03-31
REGENTATLANTIC CAPITAL LLC 9,868 9,868 No Change 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,768 10,440 6% 2021-03-31
LeJeune Puetz Investment Counsel LLC 9,740 9,740 No Change 2021-03-31
Compton Wealth Advisory Group, LLC 9,710 0 New Buy 2021-03-31
IFP Advisors, Inc 9,549 50,430 81% 2021-03-31
ACAS, LLC 9,422 0 New Buy 2021-03-31
CITY HOLDING CO 9,147 8,297 10% 2021-03-31
Wolff Financial Management LLC 8,940 8,940 No Change 2021-03-31
Fulcrum Equity Management 8,879 9,108 3% 2021-03-31
C-J Advisory, Inc 8,796 8,789 0% 2021-03-31
BAILARD, INC. 8,654 9,904 13% 2021-03-31
FLOW TRADERS U.S. LLC 8,599 5,585 54% 2021-03-31
Truepoint, Inc. 8,529 8,552 0% 2021-03-31
LAIRD NORTON TYEE TRUST CO 8,480 8,480 No Change 2021-03-31
Oakworth Capital, Inc. 8,458 8,624 2% 2021-03-31
Alexandria Capital, LLC 8,450 8,450 No Change 2021-03-31
OLD NATIONAL BANCORP /IN/ 8,239 9,032 9% 2021-03-31
Perigon Wealth Management, LLC 8,165 6,204 32% 2021-03-31
Meristem, LLP 8,104 8,104 No Change 2021-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 8,096 6,380 27% 2021-03-31
Gladstone Institutional Advisory LLC 8,035 0 New Buy 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,016 8,016 No Change 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 8,008 10,212 22% 2021-03-31
CLS INVESTMENT FIRM, LLC 7,910 0 New Buy 2021-03-31
Arkadios Wealth Advisors 7,908 7,354 8% 2021-03-31
WEALTHSOURCE PARTNERS, LLC 7,907 8,381 6% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 7,873 8,074 2% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 7,861 7,473 5% 2021-03-31
CAHABA WEALTH MANAGEMENT, INC. 7,730 13,006 41% 2021-03-31
Insight Advisors, LLC/ PA 7,626 8,218 7% 2021-03-31
Allen Investment Management LLC 7,556 7,556 No Change 2021-03-31
CRA Financial Services, LLC 7,555 7,643 1% 2021-03-31
EVERGREEN CAPITAL MANAGEMENT LLC 7,440 0 New Buy 2021-03-31
Chicago Partners Investment Group LLC 7,433 7,430 0% 2021-03-31
Community Bank, N.A. 7,380 7,380 No Change 2021-03-31
PRIVATE MANAGEMENT GROUP INC 7,376 7,376 No Change 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 7,370 7,302 1% 2021-03-31
Savant Capital Management Inc 7,358 6,884 7% 2021-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7,340 8,360 12% 2021-03-31
Kistler-Tiffany Companies, LLC 7,300 7,298 0% 2021-03-31
Multi-Financial Securities Corp 7,270 11,077 34% 2021-03-31
WMS Partners, LLC 7,220 0 New Buy 2021-03-31
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7,016 4,285 64% 2021-03-31
NORRIS PERNE & FRENCH LLP/MI 7,008 4,696 49% 2021-03-31
AMERITAS INVESTMENT CORP 6,973 5,052 38% 2021-03-31
Grant/GrossMendelsohn, LLC 6,920 6,920 No Change 2021-03-31
Venture Visionary Partners LLC 6,898 6,898 No Change 2021-03-31
HMS Capital Management, LLC 6,867 28,327 76% 2021-03-31
Peterson Wealth Advisors, LLC 6,790 7,322 7% 2021-03-31
ALERUS FINANCIAL NA 6,784 6,784 No Change 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 6,719 6,828 2% 2021-03-31
Argent Trust Co 6,713 7,096 5% 2021-03-31
Evercore Wealth Management, LLC 6,680 6,680 No Change 2021-03-31
Sontag Advisory, LLC 6,640 6,635 0% 2021-03-31
Mine & Arao Wealth Creation & Management, LLC. 6,540 6,240 5% 2021-03-31
Palisade Asset Management, LLC 6,536 6,536 No Change 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 6,400 6,400 No Change 2021-03-31
BRIDGES INVESTMENT MANAGEMENT INC 6,393 6,544 2% 2021-03-31
CWM, LLC 6,374 7,367 13% 2021-03-31
LexAurum Advisors, LLC 6,343 6,343 No Change 2021-03-31
Brown Miller Wealth Management, LLC 6,324 6,324 No Change 2021-03-31
Signature Wealth Management Partners, LLC 6,300 0 New Buy 2021-03-31
INTRUST BANK NA 6,228 6,228 No Change 2021-03-31
Capital Investment Advisors, LLC 6,190 6,190 No Change 2021-03-31
Mosaic Family Wealth, LLC 6,176 6,176 No Change 2021-03-31
OPPENHEIMER ASSET MANAGEMENT INC 6,122 6,953 12% 2021-03-31
GRIFFIN ASSET MANAGEMENT, INC. 6,068 6,608 8% 2021-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 5,920 5,920 No Change 2021-03-31
Planned Solutions, Inc. 5,884 6,284 6% 2021-03-31
NBT BANK N A /NY 5,850 5,740 2% 2021-03-31
Sowell Financial Services LLC 5,850 6,153 5% 2021-03-31
Parallel Advisors, LLC 5,774 5,773 0% 2021-03-31
Hilltop Holdings Inc. 5,770 5,800 1% 2021-03-31
SeaCrest Wealth Management, LLC 5,763 5,763 No Change 2021-03-31
Key FInancial Inc 5,692 5,589 2% 2021-03-31
BKD Wealth Advisors, LLC 5,638 6,168 9% 2021-03-31
SIGMA INVESTMENT COUNSELORS INC 5,608 6,208 10% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 5,600 6,800 18% 2021-03-31
ARGI Investment Services, LLC 5,583 0 New Buy 2021-03-31
AE Wealth Management LLC 5,541 70,282 92% 2021-03-31
Sheaff Brock Investment Advisors, LLC 5,524 5,524 No Change 2021-03-31
Lakeview Capital Partners, LLC 5,510 4,960 11% 2021-03-31
Wambolt & Associates, LLC 5,498 5,576 1% 2021-03-31
Blue Creek Investment Partners, LLC 5,452 0 New Buy 2021-03-31
National Asset Management, Inc. 5,425 3,272 66% 2021-03-31
INVERNESS COUNSEL INC /NY/ 5,344 5,344 No Change 2021-03-31
Spectrum Management Group, Inc. 5,320 5,320 No Change 2021-03-31
N.E.W. Advisory Services LLC 5,312 8,420 37% 2021-03-31
PERRITT CAPITAL MANAGEMENT INC 5,280 5,280 No Change 2021-03-31
Strategic Wealth Partners Group LLC 5,216 5,308 2% 2021-03-31
High Falls Advisors, Inc 5,200 5,200 No Change 2021-03-31
Hardy Reed LLC 5,160 5,160 No Change 2021-03-31
Carnegie Capital Asset Management, LLC 5,080 5,080 No Change 2021-03-31
Oakwell Private Wealth Management, LLC 5,077 3,772 35% 2021-03-31
All Terrain Financial Advisors, LLC 5,068 5,068 No Change 2021-03-31
SYNOVUS FINANCIAL CORP 4,980 5,501 9% 2021-03-31
Busey Trust CO 4,965 4,965 No Change 2021-03-31
Wealth Dimensions Group, Ltd. 4,940 4,940 No Change 2021-03-31
Bremer Bank National Association 4,930 5,537 11% 2021-03-31
HBK Sorce Advisory LLC 4,916 4,916 No Change 2021-03-31
Mutual Advisors, LLC 4,878 73,604 93% 2021-03-31
Krueger & Catalano Capital Partners, LLC 4,839 4,628 5% 2021-03-31
ALLIANCEBERNSTEIN L.P. 4,831 3,860 25% 2021-03-31
Aurora Private Wealth, Inc. 4,822 4,201 15% 2021-03-31
BP WEALTH MANAGEMENT, LLC 4,780 4,776 0% 2021-03-31
Merit Financial Group, LLC 4,743 4,743 No Change 2021-03-31
Beacon Pointe Advisors, LLC 4,730 4,730 No Change 2021-03-31
BROWN BROTHERS HARRIMAN & CO 4,708 4,876 3% 2021-03-31
FAYEZ SAROFIM & CO 4,680 0 New Buy 2021-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 4,560 5,132 11% 2021-03-31
PSI Advisors, LLC 4,523 4,522 0% 2021-03-31
Carl P. Sherr & Co., LLC 4,514 4,796 6% 2021-03-31
Cornerstone Wealth Management, LLC 4,508 5,252 14% 2021-03-31
King Wealth Management Group, LLC 4,496 4,496 No Change 2021-03-31
GRT CAPITAL PARTNERS LLC 4,452 4,452 No Change 2021-03-31
Clear Perspective Advisors, LLC 4,439 4,232 5% 2021-03-31
EATON VANCE MANAGEMENT 4,392 0 New Buy 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,391 4,455 1% 2021-03-31
Altium Wealth Management LLC 4,292 4,292 No Change 2021-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,282 3,877 10% 2021-03-31
Integrated Investment Consultants, LLC 4,231 0 New Buy 2021-03-31
SECURITY NATIONAL BANK OF SO DAK 4,216 0 New Buy 2021-03-31
Bragg Financial Advisors, Inc 4,190 3,224 30% 2021-03-31
Financeware, Inc. 4,190 4,256 2% 2021-03-31
ARQ WEALTH ADVISORS, LLC 4,188 4,255 2% 2021-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,160 4,160 No Change 2021-03-31
Northeast Financial Consultants Inc 4,064 4,064 No Change 2021-03-31
LINCOLN NATIONAL CORP 4,027 2,984 35% 2021-03-31
Total Wealth Planning, LLC 3,990 3,990 No Change 2021-03-31
FIDUCIARY TRUST CO 3,980 3,980 No Change 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 3,980 3,980 No Change 2021-03-31
Glassman Wealth Services 3,936 3,936 No Change 2021-03-31
DOWLING & YAHNKE INC 3,912 6,060 35% 2021-03-31
Union Bankshares Corp 3,908 3,908 No Change 2021-03-31
ADVISORS MANAGEMENT GROUP INC /ADV 3,899 3,899 No Change 2021-03-31
Hanlon Investment Management, Inc. 3,894 3,622 8% 2021-03-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,890 4,460 13% 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 3,877 3,877 No Change 2021-03-31
DAVIS R M INC 3,825 4,000 4% 2021-03-31
West Branch Capital LLC 3,683 3,971 7% 2021-03-31
KCM INVESTMENT ADVISORS LLC 3,656 3,656 No Change 2021-03-31
Integrated Wealth Concepts LLC 3,647 0 New Buy 2021-03-31
Institute for Wealth Management, LLC. 3,624 3,804 5% 2021-03-31
DAVENPORT & CO LLC 3,564 3,584 1% 2021-03-31
Dynamic Advisors Solutions LLC 3,552 3,560 0% 2021-03-31
Modera Wealth Management, LLC 3,548 3,548 No Change 2021-03-31
Personal Wealth Partners 3,540 3,540 No Change 2021-03-31
HOHIMER WEALTH MANAGEMENT, LLC 3,532 0 New Buy 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 3,531 4,218 16% 2021-03-31
GARRISON POINT ADVISORS, LLC 3,500 3,550 1% 2021-03-31
BENNETT SELBY INVESTMENTS LP 3,500 3,500 No Change 2021-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 3,465 3,473 0% 2021-03-31
Benchmark Wealth Management, LLC 3,406 3,406 No Change 2021-03-31
MCDONALD PARTNERS LLC 3,389 3,233 5% 2021-03-31
Smith & Howard Wealth Management, LLC 3,276 3,276 No Change 2021-03-31
Frontier Wealth Management LLC 3,271 0 New Buy 2021-03-31
MATHER GROUP, INC. 3,258 3,602 10% 2021-03-31
Rockbridge Investment Management, LCC 3,256 3,848 15% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,248 3,248 No Change 2021-03-31
MASSMUTUAL TRUST CO FSB/ADV 3,220 1,720 87% 2021-03-31
MEITAV DASH INVESTMENTS LTD 3,200 5,600 43% 2021-03-31
BBVA USA BANCSHARES INC 3,121 6,007 48% 2021-03-31
SVB Wealth Advisory, Inc. 3,100 3,100 No Change 2021-03-31
BRIGHTON JONES LLC 3,092 2,804 10% 2021-03-31
Hedeker Wealth Management Group, LLC 3,068 3,128 2% 2021-03-31
HAVERFORD TRUST CO 3,052 3,052 No Change 2021-03-31
Kendall Capital Management 3,043 2,973 2% 2021-03-31
CENTAURUS FINANCIAL, INC. 3,035 9,739 69% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 3,011 2,968 1% 2021-03-31
MACRO Consulting Group 2,984 2,984 No Change 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,980 2,800 6% 2021-03-31
ECLECTIC ASSOCIATES INC /ADV 2,968 2,968 No Change 2021-03-31
Kowal Investment Group, LLC 2,955 2,951 0% 2021-03-31
Peachtree Investment Partners, LLC 2,948 2,948 No Change 2021-03-31
Gemmer Asset Management LLC 2,928 2,352 24% 2021-03-31
TWO SIGMA SECURITIES, LLC 2,928 3,929 25% 2021-03-31
DAVIDSON TRUST CO 2,919 4,701 38% 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 2,900 2,900 No Change 2021-03-31
Western Wealth Management, LLC 2,895 2,877 1% 2021-03-31
SMITH, MOORE & CO. 2,880 2,880 No Change 2021-03-31
First National Bank of Hutchinson 2,852 2,852 No Change 2021-03-31
OHE FINANCIAL INC 2,842 2,819 1% 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 2,821 2,503 13% 2021-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 2,821 2,975 5% 2021-03-31
Personal Capital Advisors Corp 2,756 3,476 21% 2021-03-31
Bowling Portfolio Management LLC 2,752 0 New Buy 2021-03-31
Asset Planning Services, Ltd. 2,747 0 New Buy 2021-03-31
First City Capital Management, Inc. 2,732 2,732 No Change 2021-03-31
Ironwood Investment Counsel, LLC 2,728 0 New Buy 2021-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,704 2,864 6% 2021-03-31
EWG Elevate Inc. 2,704 98,002 97% 2021-03-31
Private Portfolio Partners LLC 2,698 0 New Buy 2021-03-31
Integrated Advisors Network LLC 2,666 0 New Buy 2021-03-31
CPCM, LLC 2,645 0 New Buy 2021-03-31
WESBANCO BANK INC 2,636 0 New Buy 2021-03-31
Principle Wealth Partners LLC 2,632 0 New Buy 2021-03-31
Orion Portfolio Solutions, LLC 2,630 0 New Buy 2021-03-31
Kerntke Otto McGlone Wealth Management Group 2,630 0 New Buy 2021-03-31
NEXT Financial Group, Inc 2,621 2,646 1% 2021-03-31
WOLVERINE TRADING, LLC 2,600 0 New Buy 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 2,593 4,232 39% 2021-03-31
Single Point Partners, LLC 2,586 0 New Buy 2021-03-31
Brouwer & Janachowski, LLC 2,560 0 New Buy 2021-03-31
LIBERTY WEALTH MANAGEMENT LLC 2,530 2,530 No Change 2021-03-31
Syverson Strege & Co 2,492 2,492 No Change 2021-03-31
TCI Wealth Advisors, Inc. 2,478 2,478 No Change 2021-03-31
SIGNATUREFD, LLC 2,467 1,458 69% 2021-03-31
CNB Bank 2,460 2,460 No Change 2021-03-31
Ellevest, Inc. 2,415 2,415 No Change 2021-03-31
Global Retirement Partners, LLC 2,413 5,042 52% 2021-03-31
BerganKDV Wealth Management, LLC 2,147 2,147 No Change 2021-03-31
MONTAG A & ASSOCIATES INC 2,100 2,100 No Change 2021-03-31
VALLEY NATIONAL ADVISERS INC 1,868 1,868 No Change 2021-03-31
Parkside Financial Bank & Trust 1,848 1,848 No Change 2021-03-31
Charter Oak Capital Management, LLC 1,844 2,260 18% 2021-03-31
DUNCKER STREETT & CO INC 1,820 1,900 4% 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 1,813 1,811 0% 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 1,805 0 New Buy 2021-03-31
Disciplined Investments, LLC 1,604 2,652 40% 2021-03-31
ENTERPRISE FINANCIAL SERVICES CORP 1,588 1,588 No Change 2021-03-31
First Command Financial Services, Inc. 1,480 2,199 33% 2021-03-31
Legacy Bridge, LLC 1,460 1,460 No Change 2021-03-31
Retirement Network 1,444 1,442 0% 2021-03-31
Hoese & Co LLP 1,380 1,380 No Change 2021-03-31
Wealthcare Advisory Partners LLC 1,352 0 New Buy 2021-03-31
Horrell Capital Management, Inc. 1,220 1,220 No Change 2021-03-31
Endurance Wealth Management, Inc. 1,214 1,264 4% 2021-03-31
SALEM INVESTMENT COUNSELORS INC 1,204 1,204 No Change 2021-03-31
GPS Wealth Strategies Group, LLC 1,204 0 New Buy 2021-03-31
Laurel Wealth Planning LLC 1,100 0 New Buy 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 1,060 1,060 No Change 2021-03-31
Affiance Financial, LLC 1,038 1,038 No Change 2021-03-31
CVA Family Office, LLC 1,004 0 New Buy 2021-03-31
First PREMIER Bank 1,000 1,500 33% 2021-03-31
Clear Perspectives Financial Planning, LLC 985 985 No Change 2021-03-31
BALLAST ADVISORS LLC 976 976 No Change 2021-03-31
Rice Partnership, LLC 957 957 No Change 2021-03-31
TOMPKINS FINANCIAL CORP 864 3,075 72% 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 861 772 12% 2021-03-31
Armor Investment Advisors, LLC 840 840 No Change 2021-03-31
Moser Wealth Advisors, LLC 840 840 No Change 2021-03-31
AMERICAN NATIONAL BANK 826 826 No Change 2021-03-31
Capital Investment Advisory Services, LLC 820 820 No Change 2021-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 800 800 No Change 2021-03-31
Private Ocean, LLC 800 800 No Change 2021-03-31
Berman Capital Advisors, LLC 798 797 0% 2021-03-31
Cordasco Financial Network 780 780 No Change 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 768 768 No Change 2021-03-31
FinTrust Capital Advisors, LLC 768 0 New Buy 2021-03-31
Clearview Wealth Advisors LLC 737 737 No Change 2021-03-31
Amerivest Investment Management LLC 723 723 No Change 2021-03-31
Jackson, Grant Investment Advisers, Inc. 692 692 No Change 2021-03-31
Johnson Financial Group, Inc. 644 644 No Change 2021-03-31
BESSEMER GROUP INC 620 620 No Change 2021-03-31
HHM Wealth Advisors, LLC 616 616 No Change 2021-03-31
Baystate Wealth Management LLC 613 613 No Change 2021-03-31
Evensky & Katz, Inc. 610 610 No Change 2021-03-31
Bedel Financial Consulting, Inc. 604 544 11% 2021-03-31
Founders Financial Alliance, LLC 20 20 No Change 2021-03-31
Emerald Investment Partners, LLC 536 0 New Buy 2021-03-31
Independence Bank of Kentucky 524 524 No Change 2021-03-31
Asset Dedication, LLC 498 918 46% 2021-03-31
Tradition Wealth Management, LLC 497 440 13% 2021-03-31
WASHINGTON TRUST CO 480 480 No Change 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 456 1,416 68% 2021-03-31
Element Wealth, LLC 455 549 17% 2021-03-31
Cedar Mountain Advisors, LLC 452 452 No Change 2021-03-31
Sterling Investment Advisors, Ltd. 440 440 No Change 2021-03-31
MEEDER ASSET MANAGEMENT INC 421 0 New Buy 2021-03-31
Cutler Group LP 200 200 No Change 2021-03-31
Meridian Wealth Partners, LLC 400 400 No Change 2021-03-31
Hanson Investment Management 396 396 No Change 2021-03-31
Hanson McClain, Inc. 396 200 98% 2021-03-31
Capital Investment Counsel, Inc 392 392 No Change 2021-03-31
COUNTRY TRUST BANK 384 438 12% 2021-03-31
MANCHESTER FINANCIAL INC 380 380 No Change 2021-03-31
RMR Wealth Builders 331 0 New Buy 2021-03-31
MONEY CONCEPTS CAPITAL CORP 324 0 New Buy 2021-03-31
Firestone Capital Management 316 316 No Change 2021-03-31
Ancora Advisors, LLC 308 0 New Buy 2021-03-31
Pacific Center for Financial Services 308 308 No Change 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 296 296 No Change 2021-03-31
Eudaimonia Partners, LLC 287 0 New Buy 2021-03-31
Litman Gregory Asset Management LLC 256 256 No Change 2021-03-31
Rosenberg Matthew Hamilton 256 0 New Buy 2021-03-31
Choate Investment Advisors 244 244 No Change 2021-03-31
PIN OAK INVESTMENT ADVISORS INC 232 58 300% 2021-03-31
Flagship Private Wealth, LLC 226 0 New Buy 2021-03-31
Capital Advisory Group Advisory Services, LLC 212 212 No Change 2021-03-31
Bogart Wealth, LLC 207 0 New Buy 2021-03-31
Qube Research & Technologies Ltd 200 0 New Buy 2021-03-31
Atlas Private Wealth Advisors 200 200 No Change 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 188 188 No Change 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 184 0 New Buy 2021-03-31
Tortoise Investment Management, LLC 180 180 No Change 2021-03-31
HC FINANCIAL ADVISORS INC 160 160 No Change 2021-03-31
Gleason Group, Inc. 148 148 No Change 2021-03-31
Accel Wealth Management 144 144 No Change 2021-03-31
Column Capital Advisors, LLC 140 140 No Change 2021-03-31
Graves-Light Private Wealth Management, Inc. 136 136 No Change 2021-03-31
Joseph P. Lucia & Associates, LLC 136 136 No Change 2021-03-31
CoreFirst Bank & Trust 132 132 No Change 2021-03-31
Center for Financial Planning, Inc. 128 0 New Buy 2021-03-31
Grandview Asset Management LLC 100 0 New Buy 2021-03-31
Global Trust Asset Management, LLC 96 96 No Change 2021-03-31
Archer Investment Corp 88 88 No Change 2021-03-31
MV Capital Management, Inc. 86 86 No Change 2021-03-31
RPG Investment Advisory, LLC 80 80 No Change 2021-03-31
Efficient Wealth Management LLC 80 80 No Change 2021-03-31
Lowe fs, LLC 72 72 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 56 56 No Change 2021-03-31
Jacobi Capital Management LLC 45 0 New Buy 2021-03-31
HighMark Wealth Management LLC 36 160 78% 2021-03-31
HARBOUR INVESTMENTS, INC. 28 0 New Buy 2021-03-31
QUADRANT CAPITAL GROUP LLC 24 24 No Change 2021-03-31
MTM Investment Management, LLC 20 20 No Change 2021-03-31
CAROLINAS WEALTH CONSULTING LLC 12 12 No Change 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 8 0 New Buy 2021-03-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 4 0 New Buy 2021-03-31
KANAWHA CAPITAL MANAGEMENT LLC 0 7,180 Sold Out 2021-03-31
Capital Directions Investment Advisors, LLC 0 384,850 Sold Out 2021-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 3,279 Sold Out 2021-03-31
SUNRISE PARTNERS LLC /CT 0 31 Sold Out 2021-03-31
SANDLER CAPITAL MANAGEMENT 0 205,000 Sold Out 2021-03-31
MCMILLION CAPITAL MANAGEMENT INC 0 28 Sold Out 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 0 48,174 Sold Out 2021-03-31
Pathstone Family Office, LLC 0 400 Sold Out 2021-03-31
Gradient Investments LLC 0 17 Sold Out 2021-03-31
Freestone Capital Holdings, LLC 0 392 Sold Out 2021-03-31
Atlanta Capital Group 0 2,928 Sold Out 2021-03-31
FOUNDERS FINANCIAL SECURITIES LLC 0 8,342 Sold Out 2021-03-31
Brookstone Capital Management 0 160,162 Sold Out 2021-03-31
Verity Asset Management, Inc. 0 4,780 Sold Out 2021-03-31
Arete Wealth Advisors, LLC 0 4,255 Sold Out 2021-03-31
Belvedere Trading LLC 0 16,700 Sold Out 2021-03-31
USA Financial Portformulas Corp 0 92 Sold Out 2021-03-31
Sawtooth Asset Management, Inc. 0 25,608 Sold Out 2021-03-31
RFG Advisory Group, LLC 0 7,131 Sold Out 2021-03-31
SIMPLEX TRADING, LLC 0 2,416 Sold Out 2021-03-31
FormulaFolio Investments, LLC 0 193,778 Sold Out 2021-03-31
NWAM LLC 0 4,340 Sold Out 2021-03-31
PEOPLES BANK NATIONAL ASSOCIATION 0 3,200 Sold Out 2021-03-31
TRUE Private Wealth Advisors 0 20 Sold Out 2021-03-31
Barber Financial Group, Inc. 0 224,262 Sold Out 2021-03-31
Moloney Securities Asset Management, LLC 0 5,497 Sold Out 2021-03-31
Independent Advisor Alliance 0 3,552 Sold Out 2021-03-31
Matthew Goff Investment Advisor, LLC 0 5,300 Sold Out 2021-03-31
Pinnacle Family Advisors, LLC 0 22,199 Sold Out 2021-03-31
Belpointe Asset Management LLC 0 1,459 Sold Out 2021-03-31
Ascension Asset Management LLC 0 90,449 Sold Out 2021-03-31
Ballew Advisors, Inc 0 3,109 Sold Out 2021-03-31
CALTON & ASSOCIATES, INC. 0 17,883 Sold Out 2021-03-31
Prime Capital Investment Advisors, LLC 0 3,200 Sold Out 2021-03-31
AdvicePeriod, LLC 0 4,123 Sold Out 2021-03-31
PROFESSIONAL PLANNING 0 6,023 Sold Out 2021-03-31
Mount Yale Investment Advisors, LLC 0 8,773 Sold Out 2021-03-31
Hayden Royal, LLC 0 3,084 Sold Out 2021-03-31
Aptus Capital Advisors, LLC 0 48 Sold Out 2021-03-31
Swaine & Leidel Wealth Services, LLC 0 7,454 Sold Out 2021-03-31
Meridian Wealth Advisors, LLC 0 100 Sold Out 2021-03-31
Ascension Capital Advisors, Inc. 0 90,449 Sold Out 2021-03-31
FSA Wealth Management LLC 0 1,600 Sold Out 2021-03-31
Spotlight Asset Group, Inc. 0 27,892 Sold Out 2021-03-31
Royal Fund Management, LLC 0 120,901 Sold Out 2021-03-31
Grant Street Asset Management, Inc. 0 62 Sold Out 2021-03-31
Johnson Midwest Financial, LLC 0 194,274 Sold Out 2021-03-31
Diversified, LLC 0 253 Sold Out 2021-03-31
Financial Avengers, Inc. 0 200 Sold Out 2021-03-31
B&D White Capital Company, LLC 0 440 Sold Out 2021-03-31
Inspire Advisors, LLC 0 36 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 864 Sold Out 2021-03-31
Oxler Private Wealth LLC 0 160 Sold Out 2021-03-31
ENCOMPASS WEALTH ADVISORS, LLC 0 800 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 1,036 Sold Out 2021-03-31
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