Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
Intuit Inc.   (ticker: INTU)
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
VANGUARD GROUP INC 21,310,321 20,559,827 4% 2021-03-31
STATE STREET CORP 10,621,380 10,621,599 0% 2021-03-31
FMR LLC 6,740,616 6,773,875 0% 2021-03-31
Fundsmith LLP 4,577,260 4,587,585 0% 2021-03-31
GEODE CAPITAL MANAGEMENT LLC 4,352,130 4,110,839 6% 2021-03-31
NORTHERN TRUST CORP 3,181,517 3,165,420 1% 2021-03-31
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 3,171,423 3,171,423 No Change 2021-03-31
J P MORGAN CHASE & CO 2,830,216 2,049,165 38% 2021-03-31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,793,170 2,732,599 2% 2021-03-31
FRANKLIN RESOURCES INC 2,590,435 2,085,298 24% 2021-03-31
PRIMECAP MANAGEMENT CO/CA/ 2,488,541 2,558,091 3% 2021-03-31
SANDS CAPITAL MANAGEMENT, LLC 2,440,686 0 New Buy 2021-03-31
Lindsell Train Ltd 2,265,806 2,247,006 1% 2021-03-31
Findlay Park Partners LLP 1,898,312 2,356,249 19% 2021-03-31
WELLINGTON MANAGEMENT CO LLP 1,832,860 1,875,055 2% 2021-03-31
PRINCIPAL FINANCIAL GROUP INC 1,664,536 1,684,884 1% 2021-03-31
Investec Asset Management LTD 1,603,994 1,530,404 5% 2021-03-31
WELLS FARGO & CO/MN 1,527,760 1,647,832 7% 2021-03-31
ING INVESTMENT MANAGEMENT LLC 1,434,089 1,437,708 0% 2021-03-31
Sumitomo Mitsui Trust Holdings, Inc. 1,302,776 1,327,452 2% 2021-03-31
Mawer Investment Management Ltd. 1,282,927 1,223,334 5% 2021-03-31
Susquehanna International Group, LLP 1,248,355 918,891 36% 2021-03-31
Third Point LLC (Daniel Loeb) 1,200,000 0 New Buy 2021-03-31
Ownership Capital B.V. 1,084,511 0 New Buy 2021-03-31
Swiss National Bank 1,078,539 1,051,939 3% 2021-03-31
JENSEN INVESTMENT MANAGEMENT INC 1,056,379 1,089,007 3% 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,031,129 1,028,743 0% 2021-03-31
WINSLOW CAPITAL MANAGEMENT INC /MN 1,022,381 1,175,534 13% 2021-03-31
WADDELL & REED FINANCIAL INC 921,446 1,062,297 13% 2021-03-31
NN Investment Partners Holdings N.V. 839,868 921,244 9% 2021-03-31
Neuberger Berman Group LLC 763,684 814,436 6% 2021-03-31
Robeco Institutional Asset Management B.V. 748,090 669,472 12% 2021-03-31
TD ASSET MANAGEMENT INC 692,451 661,041 5% 2021-03-31
Sustainable Growth Advisers, LP 652,854 543,658 20% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 565,085 587,416 4% 2021-03-31
Susquehanna Foundation 557,433 673,433 17% 2021-03-31
NEW YORK STATE COMMON RETIREMENT FUND 516,190 541,085 5% 2021-03-31
FAYEZ SAROFIM & CO 501,483 0 New Buy 2021-03-31
HSBC HOLDINGS PLC 478,180 478,191 0% 2021-03-31
FIRST TRUST ADVISORS LP 468,488 500,397 6% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 467,330 940,650 50% 2021-03-31
RHUMBLINE ADVISERS 466,658 481,477 3% 2021-03-31
Saturna Capital CORP 462,905 464,590 0% 2021-03-31
UBS Group AG 403,735 387,194 4% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 401,203 294,694 36% 2021-03-31
ALLIANCEBERNSTEIN L.P. 394,393 454,083 13% 2021-03-31
PRUDENTIAL FINANCIAL INC 375,339 567,338 34% 2021-03-31
National Pension Service 351,054 336,836 4% 2021-03-31
ROYAL LONDON ASSET MANAGEMENT LTD 343,283 280,789 22% 2021-03-31
D. E. Shaw & Co., INC. (David E. Shaw) 334,522 106,232 215% 2021-03-31
PointState Capital LP 333,674 79,301 321% 2021-03-31
ProShare Advisors LLC 333,415 270,027 23% 2021-03-31
OMERS ADMINISTRATION CORP 333,000 0 New Buy 2021-03-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 326,807 339,677 4% 2021-03-31
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 321,522 336,852 5% 2021-03-31
Twin Tree Management, LP 308,534 449,200 31% 2021-03-31
Russell Investments Group, Ltd. 301,641 405,596 26% 2021-03-31
Zurich Insurance Group Ltd/FI 300,319 0 New Buy 2021-03-31
PANAGORA ASSET MANAGEMENT INC 292,746 310,662 6% 2021-03-31
NOMURA ASSET MANAGEMENT CO LTD 289,843 290,131 0% 2021-03-31
STIFEL FINANCIAL CORP 55 55 No Change 2021-03-31
Mirae Asset Global Investments Co., Ltd. 266,597 282,472 6% 2021-03-31
J O Hambro Investment Management Ltd 263,095 273,469 4% 2021-03-31
RAYMOND JAMES & ASSOCIATES 262,066 248,408 5% 2021-03-31
CONGRESS ASSET MANAGEMENT CO /MA 254,108 252,156 1% 2021-03-31
Williams Jones Wealth Management, LLC. 254,034 239,689 6% 2021-03-31
Rathbone Brothers plc 252,516 243,084 4% 2021-03-31
KBC Group NV 250,643 117,942 113% 2021-03-31
VICTORY CAPITAL MANAGEMENT INC 236,247 269,346 12% 2021-03-31
WESTFIELD CAPITAL MANAGEMENT CO LP 235,113 0 New Buy 2021-03-31
TIGER GLOBAL MANAGEMENT LLC (Chase Coleman) 221,237 221,287 0% 2021-03-31
SEI INVESTMENTS CO 218,243 249,268 12% 2021-03-31
STATE OF WISCONSIN INVESTMENT BOARD 216,208 202,027 7% 2021-03-31
Valley Forge Advisors, LLC 215,221 115,741 86% 2021-03-31
Nikko Asset Management Americas, Inc. 205,729 197,555 4% 2021-03-31
US BANCORP DE 204,387 191,775 7% 2021-03-31
LGT CAPITAL PARTNERS LTD. 203,190 184,140 10% 2021-03-31
Mitsubishi UFJ Trust & Banking Corp 10,146 10,520 4% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 53,278 54,862 3% 2021-03-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 192,169 172,243 12% 2021-03-31
Chevy Chase Trust Holdings, Inc. 185,338 190,624 3% 2021-03-31
DAVIS R M INC 181,794 183,334 1% 2021-03-31
OAK RIDGE INVESTMENTS LLC 181,410 14,366 1,163% 2021-03-31
VIRGINIA RETIREMENT SYSTEMS ET AL 178,000 255,700 30% 2021-03-31
DekaBank Deutsche Girozentrale 174,856 168,894 4% 2021-03-31
OZ MANAGEMENT LP 174,189 0 New Buy 2021-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 174,153 168,596 3% 2021-03-31
FLOSSBACH VON STORCH AG 170,600 91,700 86% 2021-03-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 163,943 151,210 8% 2021-03-31
Standard Life Aberdeen plc 160,298 153,208 5% 2021-03-31
NISA INVESTMENT ADVISORS L L C 158,446 147,874 7% 2021-03-31
State of New Jersey Common Pension Fund D 157,568 164,297 4% 2021-03-31
PEAK6 Investments LLC 149,843 0 New Buy 2021-03-31
Quilter Plc 146,350 148,622 2% 2021-03-31
James Hambro & Partners 143,081 135,523 6% 2021-03-31
GENEVA CAPITAL MANAGEMENT LTD/WI 140,321 147,590 5% 2021-03-31
Veritas Investment Partners (UK) Ltd. 139,768 6,727 1,978% 2021-03-31
STRS OHIO 138,638 183,295 24% 2021-03-31
Handelsbanken Fonder AB 138,002 133,475 3% 2021-03-31
Investec Asset Management North America, Inc. 133,558 123,846 8% 2021-03-31
AMF Pensionsforsakring AB 128,101 128,101 No Change 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 127,556 131,518 3% 2021-03-31
TORONTO DOMINION BANK 234 1 23,300% 2021-03-31
INVESTMENT HOUSE LLC 124,309 131,677 6% 2021-03-31
Wilkinson Global Asset Management LLC 122,555 0 New Buy 2021-03-31
Retirement Systems of Alabama 121,341 124,726 3% 2021-03-31
AMERICAN INTERNATIONAL GROUP INC 120,606 120,424 0% 2021-03-31
EULAV Asset Management 118,210 101,210 17% 2021-03-31
TEACHER RETIREMENT SYSTEM OF TEXAS 117,306 136,495 14% 2021-03-31
Hyperion Asset Management Ltd 112,159 112,025 0% 2021-03-31
LORD ABBETT & CO LLC 110,600 203,412 46% 2021-03-31
UMB BANK N A/MO 108,302 106,715 1% 2021-03-31
Skandinaviska Enskilda Banken AB (publ) 108,083 93,260 16% 2021-03-31
Zurcher Kantonalbank (Zurich Cantonalbank) 107,567 109,559 2% 2021-03-31
Treasurer of the State of North Carolina 106,687 106,207 0% 2021-03-31
Korea Investment CORP 104,400 144,800 28% 2021-03-31
NS Partners Ltd 102,060 103,845 2% 2021-03-31
DAVENPORT & CO LLC 97,635 97,419 0% 2021-03-31
Mitsubishi UFJ Asset Management Co., Ltd. 96,358 83,277 16% 2021-03-31
WOLVERINE TRADING, LLC 95,356 109,899 13% 2021-03-31
DEARBORN PARTNERS LLC 94,702 92,021 3% 2021-03-31
SG Americas Securities, LLC 93,041 94,943 2% 2021-03-31
MACQUARIE GROUP LTD 92,882 0 New Buy 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 88,330 82,608 7% 2021-03-31
PARNASSUS INVESTMENTS /CA 88,197 0 New Buy 2021-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 87,103 202,617 57% 2021-03-31
BTIM Corp. 82,612 75,014 10% 2021-03-31
LATEEF INVESTMENT MANAGEMENT/CA 82,441 63,062 31% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 532 0 New Buy 2021-03-31
Asset Advisors Investment Management, LLC 80,655 81,838 1% 2021-03-31
Candriam Luxembourg S.C.A. 78,478 78,478 No Change 2021-03-31
BANK OF NOVA SCOTIA / 78,208 186,391 58% 2021-03-31
Arizona State Retirement System 74,043 75,238 2% 2021-03-31
LANNEBO FONDER AB 72,500 72,500 No Change 2021-03-31
BAXTER BROS INC 71,947 73,504 2% 2021-03-31
FORSTA AP-FONDEN 71,800 59,800 20% 2021-03-31
GUGGENHEIM CAPITAL LLC 71,190 83,262 14% 2021-03-31
STATE TREASURER STATE OF MICHIGAN 70,948 68,248 4% 2021-03-31
Squarepoint Ops LLC 70,415 0 New Buy 2021-03-31
Capitolis Advisors LLC 70,225 0 New Buy 2021-03-31
MOGY JOEL R INVESTMENT COUNSEL INC 70,069 67,734 3% 2021-03-31
Suncoast Equity Management 66,365 65,466 1% 2021-03-31
TAURUS ASSET MANAGEMENT, LLC 64,522 64,042 1% 2021-03-31
FIL Ltd 63,625 127,258 50% 2021-03-31
TWO SIGMA ADVISERS, LLC 63,100 243,600 74% 2021-03-31
ALTA CAPITAL MANAGEMENT LLC/ 62,961 0 New Buy 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 61,900 59,878 3% 2021-03-31
Gulf International Bank (UK) Ltd 59,606 57,607 3% 2021-03-31
CIBC WORLD MARKETS CORP 58,621 71,904 18% 2021-03-31
PGGM Investments 56,206 108,010 48% 2021-03-31
BNP Paribas Investment Partners S.A. 55,572 48,072 16% 2021-03-31
Walleye Trading LLC 55,561 65,508 15% 2021-03-31
Creative Planning 55,545 38,286 45% 2021-03-31
Alaska Retirement Management Board 54,405 56,252 3% 2021-03-31
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 54,090 52,525 3% 2021-03-31
LPL Financial CORP 53,943 48,614 11% 2021-03-31
ADAMS EXPRESS CO 52,100 43,500 20% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 50,829 49,332 3% 2021-03-31
Rafferty Asset Management, LLC 49,593 0 New Buy 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 49,545 0 New Buy 2021-03-31
YCG, LLC 49,194 49,335 0% 2021-03-31
State of Tennessee, Treasury Department 48,692 67,589 28% 2021-03-31
SHELL ASSET MANAGEMENT CO 48,613 31,424 55% 2021-03-31
Utah Retirement Systems 48,449 50,518 4% 2021-03-31
NORTH STAR ASSET MANAGEMENT INC 48,411 49,107 1% 2021-03-31
Vontobel Holding Ltd. 48,305 34,507 40% 2021-03-31
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 48,031 47,576 1% 2021-03-31
MACKAY SHIELDS LLC 46,960 53,001 11% 2021-03-31
M&T BANK CORP 46,603 39,971 17% 2021-03-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 46,251 46,461 0% 2021-03-31
Bath Savings Trust Co 46,224 46,665 1% 2021-03-31
TEXAS PERMANENT SCHOOL FUND 0 44,704 Sold Out 2021-03-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 45,607 20,798 119% 2021-03-31
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 45,145 25,600 76% 2021-03-31
HighTower Advisors, LLC 44,938 44,416 1% 2021-03-31
NICHOLS & PRATT ADVISERS LLP /MA 44,572 44,897 1% 2021-03-31
CULLINAN ASSOCIATES INC 44,446 44,546 0% 2021-03-31
WENDELL DAVID ASSOCIATES INC 44,428 44,886 1% 2021-03-31
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 43,116 44,125 2% 2021-03-31
QUEST INVESTMENT MANAGEMENT INC/OR 42,154 47,259 11% 2021-03-31
Calamos Advisors LLC 41,397 40,118 3% 2021-03-31
Mariner Wealth Advisors, LLC 40,725 42,531 4% 2021-03-31
Autus Asset Management, LLC 38,463 36,668 5% 2021-03-31
FIS GROUP, INC. 37,922 37,615 1% 2021-03-31
APPLETON PARTNERS INC/MA 37,411 37,181 1% 2021-03-31
Oak Hill Investment Management, L.P. 36,508 36,506 0% 2021-03-31
Tower Research Capital LLC 0 3,498 Sold Out 2021-03-31
TIAA, FSB 59 0 New Buy 2021-03-31
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 35,511 38,225 7% 2021-03-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 35,210 32,937 7% 2021-03-31
LYELL WEALTH MANAGEMENT, LP 34,739 32,235 8% 2021-03-31
OLD DOMINION CAPITAL MANAGEMENT INC 34,344 35,296 3% 2021-03-31
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 33,463 33,989 2% 2021-03-31
FORTE CAPITAL LLC /ADV 32,827 32,489 1% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 31,964 33,355 4% 2021-03-31
BRYN MAWR TRUST CO/PA 31,404 35,295 11% 2021-03-31
HARTFORD INVESTMENT MANAGEMENT CO 30,806 30,670 0% 2021-03-31
WHITTIER TRUST CO 30,333 28,482 6% 2021-03-31
MIDDLETON & CO INC/MA 30,142 30,127 0% 2021-03-31
L & S Advisors Inc 30,026 33,978 12% 2021-03-31
MEEDER ASSET MANAGEMENT INC 2,859 2,204 30% 2021-03-31
DAVIDSON INVESTMENT ADVISORS 29,729 28,435 5% 2021-03-31
VAN ECK ASSOCIATES CORP 29,491 27,384 8% 2021-03-31
USS Investment Management Ltd 29,447 29,447 No Change 2021-03-31
XXEC, Inc. 29,347 29,347 No Change 2021-03-31
Raymond James Financial Services Advisors, Inc. 29,111 24,745 18% 2021-03-31
YHB Investment Advisors, Inc. 28,641 28,611 0% 2021-03-31
Veritas Investment Management (UK) Ltd 28,330 0 New Buy 2021-03-31
IFM Investors Pty Ltd 28,292 25,095 13% 2021-03-31
MACKENZIE FINANCIAL CORP 27,975 28,586 2% 2021-03-31
PROFUND ADVISORS LLC 27,391 21,015 30% 2021-03-31
CCM PARTNERS 27,025 26,420 2% 2021-03-31
Sumitomo Mitsui Asset Management Company, LTD 26,451 21,364 24% 2021-03-31
PATTEN & PATTEN INC/TN 26,220 26,200 0% 2021-03-31
ZACKS INVESTMENT MANAGEMENT 26,172 41,648 37% 2021-03-31
Public Sector Pension Investment Board 25,896 20,636 25% 2021-03-31
Liberty Capital Management, Inc. 25,770 26,105 1% 2021-03-31
Norinchukin Bank, The 25,452 23,282 9% 2021-03-31
Reilly Herbert Faulkner III 24,991 24,663 1% 2021-03-31
Pacer Advisors, Inc. 24,919 26,282 5% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 24,897 28,062 11% 2021-03-31
ADVANTUS CAPITAL MANAGEMENT INC 24,161 23,914 1% 2021-03-31
FEDERATED INVESTORS INC /PA/ 24,062 25,337 5% 2021-03-31
Janney Montgomery Scott LLC 23,672 42,807 45% 2021-03-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 23,195 25,058 7% 2021-03-31
CENTRAL BANK & TRUST CO 23,105 23,800 3% 2021-03-31
Addenda Capital Inc. 22,834 22,834 No Change 2021-03-31
First Long Island Investors, LLC 22,800 22,800 No Change 2021-03-31
COMMERCE BANK N A/MO 22,620 21,950 3% 2021-03-31
Unio Capital LLC 21,969 22,575 3% 2021-03-31
Rockefeller Capital Management L.P. 21,877 13,218 66% 2021-03-31
GHP Investment Advisors, Inc. 21,513 22,347 4% 2021-03-31
Head & Associates, LLC 21,353 0 New Buy 2021-03-31
Segment Wealth Management, LLC 21,311 20,620 3% 2021-03-31
SHEETS SMITH & ASSOCIATES INC 21,195 21,245 0% 2021-03-31
SIT INVESTMENT ASSOCIATES INC 21,123 21,253 1% 2021-03-31
Stanley-Laman Group, Ltd. 21,009 1,348 1,459% 2021-03-31
Daiwa Securities Group Inc. 21,003 18,027 17% 2021-03-31
Vestcor Investment Management Corp 20,938 21,172 1% 2021-03-31
Burns Wealth Management, Inc. 1,448 20,361 93% 2021-03-31
Cohen Klingenstein, LLC 20,600 0 New Buy 2021-03-31
CARDEROCK CAPITAL MANAGEMENT INC 20,496 21,700 6% 2021-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 20,261 19,418 4% 2021-03-31
CenterStar Asset Management, LLC 20,243 31,783 36% 2021-03-31
Gratus Capital LLC 20,237 0 New Buy 2021-03-31
PineBridge Investments Ltd 19,509 26,669 27% 2021-03-31
CONNING Asset Management Co. 19,347 3,882 398% 2021-03-31
Maryland State Retirement & Pension System 19,314 4,085 373% 2021-03-31
ANDERSON HOAGLAND & CO 19,054 19,542 2% 2021-03-31
PITCAIRN CO 18,877 18,735 1% 2021-03-31
Sara-Bay Financial 18,874 18,491 2% 2021-03-31
MONTAG A & ASSOCIATES INC 18,789 18,652 1% 2021-03-31
Crossmark Global Holdings, Inc. 18,668 19,070 2% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,502 15,663 18% 2021-03-31
McKinley Carter Wealth Services, Inc. 18,392 18,098 2% 2021-03-31
CHARTWELL INVESTMENT PARTNERS, INC. 18,250 20,303 10% 2021-03-31
Eagle Capital Management, LLC 18,248 19,007 4% 2021-03-31
ING GROEP NV 18,131 17,428 4% 2021-03-31
HUNTINGTON NATIONAL BANK 17,940 17,211 4% 2021-03-31
STONEBRIDGE CAPITAL MANAGEMENT INC 17,809 17,874 0% 2021-03-31
GLUSKIN SHEFF & ASSOC INC 17,585 17,582 0% 2021-03-31
TRILLIUM ASSET MANAGEMENT CORP 17,340 17,312 0% 2021-03-31
Kentucky Retirement Systems 17,205 15,691 10% 2021-03-31
Louisiana State Employees Retirement System 14,200 11,500 23% 2021-03-31
Mondrian Capital Management, LLC 17,000 26,500 36% 2021-03-31
National Mutual Insurance Federation of Agricultural Cooperatives 16,866 16,866 No Change 2021-03-31
O'Shares Investment Advisers, LLC 16,695 12,587 33% 2021-03-31
NATIXIS 16,493 113,316 85% 2021-03-31
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 16,478 16,478 No Change 2021-03-31
AE Wealth Management LLC 16,456 16,192 2% 2021-03-31
Texas Capital Bank Wealth Management Services Inc 16,381 10,134 62% 2021-03-31
NLI INTERNATIONAL INC 16,370 16,270 1% 2021-03-31
DOWLING & YAHNKE INC 16,195 15,948 2% 2021-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 16,227 Sold Out 2021-03-31
JUPITER ASSET MANAGEMENT LTD 16,049 58,917 73% 2021-03-31
Freemont Management S.A. 16,000 16,000 No Change 2021-03-31
Copeland Capital Management, LLC 15,936 16,655 4% 2021-03-31
MML INVESTORS SERVICES, LLC 15,373 16,200 5% 2021-03-31
Cypress Capital Group 15,352 18,433 17% 2021-03-31
OSBORNE PARTNERS CAPITAL MANAGEMENT 15,350 15,100 2% 2021-03-31
Karani Asset Management LLC 15,275 14,737 4% 2021-03-31
Princeton Portfolio Strategies Group LLC 15,038 14,255 5% 2021-03-31
Illinois Municipal Retirement Fund 14,248 22,572 37% 2021-03-31
GROUP ONE TRADING, L.P. 14,099 1,006 1,301% 2021-03-31
TRUST CO OF VERMONT 13,963 0 New Buy 2021-03-31
SALIENT TRUST CO LTA 13,936 13,960 0% 2021-03-31
Qube Research & Technologies Ltd 13,865 3,898 256% 2021-03-31
RAYMOND JAMES TRUST CO 13,248 12,019 10% 2021-03-31
FIFTH THIRD BANCORP 13,162 16,723 21% 2021-03-31
LOGAN CAPITAL MANAGEMENT INC 13,059 12,671 3% 2021-03-31
Steel Peak Wealth Management LLC 13,006 21,789 40% 2021-03-31
OPPENHEIMER & CO INC 12,962 15,699 17% 2021-03-31
Elk River Wealth Management, LLC 12,906 11,867 9% 2021-03-31
Van Leeuwen & Company, LLC 12,866 9,166 40% 2021-03-31
Bouvel Investment Partners, LLC 12,825 11,940 7% 2021-03-31
Private Advisor Group, LLC 10,505 0 New Buy 2021-03-31
BTC Capital Management, Inc. 12,666 11,789 7% 2021-03-31
Grantham, Mayo, Van Otterloo & Co. LLC 12,495 14,315 13% 2021-03-31
TRUST CO OF VIRGINIA /VA 12,423 12,495 1% 2021-03-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 12,414 14,419 14% 2021-03-31
FINANCIAL COUNSELORS INC 12,353 11,732 5% 2021-03-31
QS Investors, LLC 12,316 36,671 66% 2021-03-31
Rheos Capital Works Inc. 12,000 12,000 No Change 2021-03-31
Teza Capital Management LLC 11,818 0 New Buy 2021-03-31
CYPRESS GROWTH FUND III LP 11,800 12,400 5% 2021-03-31
IndexIQ Advisors LLC 11,793 11,727 1% 2021-03-31
Pensionfund DSM Netherlands 11,725 0 New Buy 2021-03-31
AMERICAN NATIONAL BANK 11,719 10,573 11% 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 11,711 12,320 5% 2021-03-31
Watchman Group, Inc. 11,630 11,780 1% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 11,466 7,564 52% 2021-03-31
AMICA MUTUAL INSURANCE CO 11,441 11,441 No Change 2021-03-31
FIERA SCEPTRE INC. 11,270 131,949 91% 2021-03-31
Reliant Investment Management, LLC 11,260 0 New Buy 2021-03-31
JACOBS & CO/CA 11,152 11,420 2% 2021-03-31
Decatur Capital Management, Inc. 11,064 21,064 47% 2021-03-31
Fundsmith Long/Short Master Fund 11,039 11,027 0% 2021-03-31
Pearl River Capital, LLC 10,961 0 New Buy 2021-03-31
Redmond Asset Management, LLC 10,942 10,939 0% 2021-03-31
Meristem, LLP 10,823 10,783 0% 2021-03-31
SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.,LTD. 10,820 12,980 17% 2021-03-31
Godshalk Welsh Capital Management, Inc. 10,715 10,840 1% 2021-03-31
Impax Asset Management Group plc 10,501 8,089 30% 2021-03-31
FIRST HAWAIIAN BANK 10,425 9,893 5% 2021-03-31
Chicago Capital, LLC 10,376 9,636 8% 2021-03-31
FIRST CITIZENS BANK & TRUST CO 10,225 10,036 2% 2021-03-31
Covenant Asset Management, LLC 10,183 10,044 1% 2021-03-31
Tredje AP-fonden 10,000 120,685 92% 2021-03-31
Quantbot Technologies LLC 9,946 0 New Buy 2021-03-31
M. Kulyk & Associates, LLC 9,754 8,866 10% 2021-03-31
BBVA USA BANCSHARES INC 9,684 10,214 5% 2021-03-31
KORNITZER CAPITAL MANAGEMENT INC /KS 9,675 9,675 No Change 2021-03-31
Wealthfront Advisers LLC 9,675 8,598 13% 2021-03-31
MASTRAPASQUA ASSET MANAGEMENT INC 9,517 8,612 11% 2021-03-31
Broadleaf Partners, LLC 9,271 8,914 4% 2021-03-31
Advisors Asset Management, Inc. 9,212 8,114 14% 2021-03-31
TWO SIGMA INVESTMENTS LLC 9,167 4,775 92% 2021-03-31
Kinneret Advisory, LLC 9,142 9,142 No Change 2021-03-31
Goss Wealth Management LLC 8,973 7,572 19% 2021-03-31
Harbour Capital Advisors, LLC 8,965 0 New Buy 2021-03-31
WETHERBY ASSET MANAGEMENT INC 8,941 9,317 4% 2021-03-31
BALASA DINVERNO & FOLTZ LLC 8,817 8,709 1% 2021-03-31
Voya Financial Advisors, Inc. 8,709 8,123 7% 2021-03-31
PALISADE CAPITAL MANAGEMENT LLC/NJ 8,634 27,622 69% 2021-03-31
Virtue Capital Management, LLC 8,633 8,743 1% 2021-03-31
IBM Retirement Fund 8,557 9,354 9% 2021-03-31
GREENLEAF TRUST 8,551 8,213 4% 2021-03-31
JEFFERIES GROUP INC /DE/ 8,504 21,574 61% 2021-03-31
Legal Advantage Investments, Inc. 8,425 8,425 No Change 2021-03-31
HYA Advisors, Inc 8,404 5,300 59% 2021-03-31
Kestra Advisory Services, LLC 8,338 5,708 46% 2021-03-31
Ocean Capital Management, LLC 8,238 8,474 3% 2021-03-31
IFP Advisors, Inc 8,145 7,560 8% 2021-03-31
Investec Asset Management (PTY) Ltd 8,022 8,420 5% 2021-03-31
NORTHSTAR INVESTMENT ADVISORS LLC 8,005 0 New Buy 2021-03-31
FIRST QUADRANT L P/CA 8,005 4,969 61% 2021-03-31
EVERENCE CAPITAL MANAGEMENT INC 8,000 7,190 11% 2021-03-31
Long Road Investment Counsel, LLC 7,900 8,100 2% 2021-03-31
Kentucky Retirement Systems Insurance Trust Fund 7,892 7,165 10% 2021-03-31
Weil Company, Inc. 7,714 7,678 0% 2021-03-31
PAPP L ROY & ASSOCIATES 7,680 8,973 14% 2021-03-31
Pensionfund Sabic 7,675 0 New Buy 2021-03-31
TELEMUS CAPITAL, LLC 7,669 7,157 7% 2021-03-31
Quantitative Systematic Strategies LLC 7,621 11,648 35% 2021-03-31
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 7,506 68,444 89% 2021-03-31
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 7,482 4,949 51% 2021-03-31
Optiver Holding B.V. 7,436 0 New Buy 2021-03-31
SUMITOMO LIFE INSURANCE CO 7,365 3,491 111% 2021-03-31
Independent Advisor Alliance 7,301 6,805 7% 2021-03-31
Mirador Capital Partners LP 7,283 7,413 2% 2021-03-31
CITY HOLDING CO 7,261 6,301 15% 2021-03-31
Redpoint Investment Management Pty Ltd 7,245 7,498 3% 2021-03-31
Kingfisher Capital LLC 6,862 6,426 7% 2021-03-31
APPLIED RESEARCH INVESTMENTS, LLC 6,777 6,453 5% 2021-03-31
National Asset Management, Inc. 126 160 21% 2021-03-31
MISSION CREEK CAPITAL PARTNERS, INC 6,690 6,828 2% 2021-03-31
Canal Capital Management, LLC 6,653 5,823 14% 2021-03-31
Veritable, L.P. 6,636 6,390 4% 2021-03-31
Fairbanks Capital Management, Inc. 6,632 6,632 No Change 2021-03-31
SIMPLEX TRADING, LLC 6,622 3,104 113% 2021-03-31
Motley Fool Asset Management LLC 6,396 6,330 1% 2021-03-31
Valeo Financial Advisors, LLC 6,382 6,377 0% 2021-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 6,362 6,023 6% 2021-03-31
OLD NATIONAL BANCORP /IN/ 6,304 6,438 2% 2021-03-31
HYMAN CHARLES D 6,298 6,298 No Change 2021-03-31
HANCOCK HOLDING CO 6,212 6,614 6% 2021-03-31
MDAM Asset Management Co., Ltd. 6,178 5,408 14% 2021-03-31
Private Capital Advisors, Inc. 6,150 6,150 No Change 2021-03-31
ALPS ADVISERS INC 6,036 5,393 12% 2021-03-31
Mint Tower Capital Management B.V. 6,000 0 New Buy 2021-03-31
HARVEST VOLATILITY MANAGEMENT LLC 5,943 3,528 68% 2021-03-31
MCKINLEY CAPITAL MANAGEMENT INC /AK 5,927 5,841 1% 2021-03-31
Pegasus Partners Ltd. 5,924 7,878 25% 2021-03-31
S.A. Mason LLC 5,884 5,784 2% 2021-03-31
TOWNSQUARE CAPITAL LLC 5,863 5,902 1% 2021-03-31
Parallel Advisors, LLC 5,703 4,764 20% 2021-03-31
Landsberg, Bennett, & Dubbaneh LLC 5,689 5,225 9% 2021-03-31
Outfitter Financial LLC 5,545 5,225 6% 2021-03-31
Krueger & Catalano Capital Partners, LLC 5,531 5,549 0% 2021-03-31
Dynamic Advisors Solutions LLC 5,412 8,717 38% 2021-03-31
Clean Yield Group 5,400 6,923 22% 2021-03-31
MAI Wealth Advisors 5,258 5,100 3% 2021-03-31
Blueshift Asset Management, LLC 5,212 0 New Buy 2021-03-31
Stratos Wealth Partners, LTD. 5,182 4,702 10% 2021-03-31
PFG Advisors 5,148 5,033 2% 2021-03-31
MD Financial Management Inc. 5,128 0 New Buy 2021-03-31
Laurion Capital Management LP 5,100 53,100 90% 2021-03-31
Vestmark Advisory Solutions, Inc. 5,022 1,865 169% 2021-03-31
GLYNN CAPITAL MANAGEMENT LLC 5,000 5,000 No Change 2021-03-31
VIKING FUND MANAGEMENT LLC 5,000 3,000 67% 2021-03-31
Unigestion Holding SA 4,967 4,723 5% 2021-03-31
FORT, L.P. 4,865 4,881 0% 2021-03-31
DUPONT CAPITAL MANAGEMENT 4,851 6,339 23% 2021-03-31
Premier Fund Managers Ltd 4,846 0 New Buy 2021-03-31
NOVARE CAPITAL MANAGEMENT LLC 4,838 4,838 No Change 2021-03-31
Willow Creek Wealth Management Inc. 4,823 4,955 3% 2021-03-31
Penobscot Investment Management Company, Inc. 4,782 3,417 40% 2021-03-31
Varma Mutual Pension Insurance Co 4,713 4,713 No Change 2021-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 4,659 4,659 No Change 2021-03-31
Scott & Selber, Inc. 4,635 4,615 0% 2021-03-31
ZEVENBERGEN CAPITAL INVESTMENTS LLC 4,613 6,892 33% 2021-03-31
JustInvest LLC 4,598 0 New Buy 2021-03-31
Vista Wealth Management Group, LLC 4,582 0 New Buy 2021-03-31
Silicon Valley Capital Partners 4,559 4,552 0% 2021-03-31
NEXT CENTURY GROWTH INVESTORS LLC 4,517 4,874 7% 2021-03-31
LS Investment Advisors, LLC 4,513 5,020 10% 2021-03-31
Ironwood Wealth Management, llc 4,498 3,532 27% 2021-03-31
Buckingham Asset Management, LLC 4,494 4,699 4% 2021-03-31
Cohen Capital Management, Inc. 4,340 4,340 No Change 2021-03-31
SMH CAPITAL INC. 4,321 4,396 2% 2021-03-31
Wambolt & Associates, LLC 4,288 3,957 8% 2021-03-31
REGENTATLANTIC CAPITAL LLC 4,280 1,744 145% 2021-03-31
DUNCKER STREETT & CO INC 4,242 4,259 0% 2021-03-31
LAKE STREET ADVISORS GROUP, LLC 4,227 4,719 10% 2021-03-31
Minot Wealth Management LLC 4,220 3,054 38% 2021-03-31
DAVIDSON D A & CO 4,207 652 545% 2021-03-31
IEQ CAPITAL, LLC 4,197 0 New Buy 2021-03-31
ROYAL BANK OF SCOTLAND GROUP PLC 4,184 4,514 7% 2021-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 4,150 4,150 No Change 2021-03-31
FIRST MIDWEST BANK TRUST DIVISION 4,143 4,383 5% 2021-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 4,142 4,142 No Change 2021-03-31
TIEMANN INVESTMENT ADVISORS, LLC 4,138 1,284 222% 2021-03-31
JACOBSON & SCHMITT ADVISORS, LLC 4,127 4,432 7% 2021-03-31
Spectrum Management Group, Inc. 4,091 0 New Buy 2021-03-31
BRADLEY FOSTER & SARGENT INC/CT 4,057 4,067 0% 2021-03-31
Livforsakringsaktiebolaget Skandia (publ) 3,833 7,273 47% 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,001 3,617 11% 2021-03-31
Archford Capital Strategies, LLC 3,983 3,731 7% 2021-03-31
Phoenix Holdings Ltd. 3,932 4,295 8% 2021-03-31
Inlet Private Wealth, LLC 3,886 3,900 0% 2021-03-31
Diversified Trust Co 3,858 4,238 9% 2021-03-31
WELCH & FORBES LLC 3,856 3,856 No Change 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 3,852 7,039 45% 2021-03-31
SEEYOND 3,847 3,006 28% 2021-03-31
Sontag Advisory, LLC 3,812 3,254 17% 2021-03-31
Ibex Investors LLC 3,809 0 New Buy 2021-03-31
Personal Capital Advisors Corp 3,783 3,935 4% 2021-03-31
STEPHENS INC /AR/ 3,762 3,572 5% 2021-03-31
KEMPEN CAPITAL MANAGEMENT N.V. 3,749 3,294 14% 2021-03-31
BRASADA CAPITAL MANAGEMENT, LP 3,717 3,514 6% 2021-03-31
Jacobi Capital Management LLC 3,711 3,711 No Change 2021-03-31
Chicago Partners Investment Group LLC 3,609 3,467 4% 2021-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,600 3,600 No Change 2021-03-31
ROBERTS GLORE & CO INC /IL/ 3,597 3,597 No Change 2021-03-31
Assenagon Asset Management S.A. 3,594 0 New Buy 2021-03-31
Harfst & Associates, Inc. 3,543 2,464 44% 2021-03-31
People's United Financial, Inc. 3,509 3,542 1% 2021-03-31
NVWM, LLC 3,503 3,220 9% 2021-03-31
Krilogy Financial LLC 3,494 3,110 12% 2021-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 3,487 3,205 9% 2021-03-31
MV Capital Management, Inc. 3,475 2,904 20% 2021-03-31
CAPROCK Group, Inc. 3,460 3,370 3% 2021-03-31
WT Wealth Management 3,444 4,017 14% 2021-03-31
Marshall Financial Group LLC 3,438 3,342 3% 2021-03-31
First Bank & Trust 3,394 2,860 19% 2021-03-31
ABNER HERRMAN & BROCK LLC 3,361 716 369% 2021-03-31
Spectrum Asset Management, Inc. (NB/CA) 3,355 3,365 0% 2021-03-31
Qtron Investments LLC 3,352 3,352 No Change 2021-03-31
Vident Investment Advisory, LLC 3,322 1,295 157% 2021-03-31
Ellis Investment Partners, LLC 3,308 3,326 1% 2021-03-31
DOHJ, LLC 3,305 3,302 0% 2021-03-31
Venturi Wealth Management, LLC 3,296 3,614 9% 2021-03-31
Capital Investment Advisors, LLC 3,280 3,297 1% 2021-03-31
Analyst IMS Investment Management Services Ltd. 3,200 3,090 4% 2021-03-31
REDW Stanley Financial Advisors LLC 3,168 3,168 No Change 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 3,148 3,294 4% 2021-03-31
Abacus Planning Group, Inc. 3,138 3,248 3% 2021-03-31
EXCHANGE TRADED CONCEPTS, LLC 3,115 3,117 0% 2021-03-31
Sheaff Brock Investment Advisors, LLC 3,113 3,038 2% 2021-03-31
NICOLET BANKSHARES INC 3,083 3,215 4% 2021-03-31
SIGNATUREFD, LLC 3,023 2,811 8% 2021-03-31
Compagnie Lombard, Odier SCA 2,990 2,400 25% 2021-03-31
Clarius Group, LLC 2,971 2,645 12% 2021-03-31
WEATHERLY ASSET MANAGEMENT LP /ADV 2,935 3,050 4% 2021-03-31
CANNELL PETER B & CO INC 2,892 2,892 No Change 2021-03-31
Old Port Advisors 2,877 2,913 1% 2021-03-31
MEIJI YASUDA LIFE INSURANCE CO 2,850 4,188 32% 2021-03-31
GSA CAPITAL PARTNERS LLP 2,836 1,935 47% 2021-03-31
Toroso Investments, LLC 2,824 2,013 40% 2021-03-31
Financial Gravity Wealth, Inc. 3 0 New Buy 2021-03-31
Peak Asset Management, LLC 2,771 2,876 4% 2021-03-31
GLYNN JA & CO 2,745 0 New Buy 2021-03-31
GaveKal Capital, LLC 2,706 2,706 No Change 2021-03-31
HWG Holdings LP 2,681 0 New Buy 2021-03-31
Oribel Capital Management, LP 2,600 86,900 97% 2021-03-31
SENTRY INVESTMENT MANAGEMENT INC 2,529 14,790 83% 2021-03-31
Wagonhound Investments, LP 2,508 1,681 49% 2021-03-31
MONUMENTAL FINANCIAL GROUP INC. 2,494 0 New Buy 2021-03-31
Beacon Financial Advisory LLC 2,481 2,466 1% 2021-03-31
Symmetry Partner, LLC 2,476 2,729 9% 2021-03-31
Veriti Management LLC 2,442 2,298 6% 2021-03-31
TOKIO MARINE ASSET MANAGEMENT CO LTD 2,431 1,685 44% 2021-03-31
RB Capital Management, LLC 2,421 2,421 No Change 2021-03-31
ENCORE BANK NA 2,417 2,417 No Change 2021-03-31
Parkwood LLC 2,394 0 New Buy 2021-03-31
Magnetar Financial LLC 2,374 0 New Buy 2021-03-31
WADE G W & INC 2,364 2,211 7% 2021-03-31
OPSEU Pension Plan Trust Fund 2,364 2,280 4% 2021-03-31
MAVERICK CAPITAL LTD (Lee Ainslie) 2,350 5,886 60% 2021-03-31
Pettee Investors, Inc. 2,300 2,300 No Change 2021-03-31
Pathstone Family Office, LLC 2,298 205 1,021% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 2,298 1,887 22% 2021-03-31
STRATEGY ASSET MANAGERS LLC 2,195 2,118 4% 2021-03-31
FORBES J M & CO LLP 2,185 2,185 No Change 2021-03-31
PLIMOTH TRUST CO LLC 2,171 2,321 6% 2021-03-31
Veracity Capital LLC 2,171 1,089 99% 2021-03-31
Garner Asset Management Corp 2,157 2,257 4% 2021-03-31
TrimTabs Asset Management, LLC 2,156 0 New Buy 2021-03-31
Pinnacle Wealth Planning Services, Inc. 2,146 1,990 8% 2021-03-31
Gilbert & Cook, Inc. 2,142 1,810 18% 2021-03-31
Stonehage Fleming Financial Services Holdings Ltd 2,117 2,117 No Change 2021-03-31
Trust Asset Management LLC 2,102 1,727 22% 2021-03-31
ICONIQ Capital, LLC 2,097 2,094 0% 2021-03-31
Fulcrum Asset Management LLP 2,057 0 New Buy 2021-03-31
TCF National Bank 2,018 2,058 2% 2021-03-31
Palisades Hudson Asset Management, L.P. 2,007 2,007 No Change 2021-03-31
BOSTON FAMILY OFFICE LLC 2,004 2,004 No Change 2021-03-31
WHITE BAY PT LLC 45 0 New Buy 2021-03-31
Employers Holdings, Inc. 2,000 2,000 No Change 2021-03-31
MOODY LYNN & CO/ 1,976 3,721 47% 2021-03-31
MCRAE CAPITAL MANAGEMENT INC 1,928 2,202 12% 2021-03-31
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 1,921 6,678 71% 2021-03-31
Altium Wealth Management LLC 1,921 1,845 4% 2021-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1,918 0 New Buy 2021-03-31
Mount Yale Investment Advisors, LLC 1,911 1,442 33% 2021-03-31
UNITED BANK /VA/ 1,910 1,613 18% 2021-03-31
Red Spruce Capital, LLC 1,904 1,842 3% 2021-03-31
HERON FINANCIAL GROUP, LLC 1,904 1,914 1% 2021-03-31
Sargent Investment Group, LLC 1,880 1,887 0% 2021-03-31
WAGNER CAPITAL MANAGEMENT CORP 1,875 1,905 2% 2021-03-31
Kensington Investment Counsel, LLC 1,862 1,833 2% 2021-03-31
Carnegie Capital Asset Management, LLC 1,816 1,716 6% 2021-03-31
RMR Wealth Builders 1,805 977 85% 2021-03-31
Amica Retiree Medical Trust 1,799 1,799 No Change 2021-03-31
Standard Family Office LLC 1,779 1,782 0% 2021-03-31
Sowell Financial Services LLC 1,763 1,724 2% 2021-03-31
RFG Advisory Group, LLC 1,760 1,809 3% 2021-03-31
Oliver Luxxe Assets LLC 1,750 1,900 8% 2021-03-31
Connolly Sarah T. 1,745 1,766 1% 2021-03-31
SAND HILL ADVISORS INC/CA 1,732 0 New Buy 2021-03-31
TEXAS CAPITAL BANCSHARES INC/TX 1,730 0 New Buy 2021-03-31
Optas, LLC 1,714 1,528 12% 2021-03-31
Evanson Asset Management, LLC 1,706 1,705 0% 2021-03-31
SCHARF INVESTMENTS, LLC 1,701 954 78% 2021-03-31
PARTHENON LLC 1,700 2,700 37% 2021-03-31
FUKOKU MUTUAL LIFE INSURANCE Co 1,700 1,700 No Change 2021-03-31
Integrated Investment Consultants, LLC 1,694 0 New Buy 2021-03-31
LINCOLN NATIONAL CORP 1,692 1,705 1% 2021-03-31
Tuttle Tactical Management LLC 1,690 0 New Buy 2021-03-31
BRIDGES INVESTMENT MANAGEMENT INC 1,689 1,352 25% 2021-03-31
ROPES WEALTH ADVISORS LLC 1,685 1,720 2% 2021-03-31
Davy Asset Management Ltd 1,664 1,664 No Change 2021-03-31
Schwab Charitable Fund 1,660 1,660 No Change 2021-03-31
Proficio Capital Partners LLC 1,656 717 131% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 1,651 1,565 5% 2021-03-31
Lumature Wealth Partners, LLC 1,646 0 New Buy 2021-03-31
PAX Financial Group, LLC 1,643 1,543 6% 2021-03-31
TimesSquare Capital Management, LLC 1,635 1,572 4% 2021-03-31
GM Advisory Group, Inc. 1,634 1,574 4% 2021-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 1,610 1,363 18% 2021-03-31
Conestoga Capital Advisors, LLC 1,605 1,670 4% 2021-03-31
First Financial Bank, N.A. - Trust Division 1,600 1,600 No Change 2021-03-31
Horizon Investments, LLC/SC 1,587 0 New Buy 2021-03-31
VAN STRUM & TOWNE INC 1,586 1,586 No Change 2021-03-31
BALDWIN BROTHERS INC/MA 1,548 1,548 No Change 2021-03-31
FORT PITT CAPITAL GROUP, LLC 1,542 0 New Buy 2021-03-31
Carnick & Kubik Group, LLC 1,534 1,877 18% 2021-03-31
Sequoia Financial Advisors, LLC 1,533 1,410 9% 2021-03-31
Gryphon Financial Partners LLC 1,523 1,506 1% 2021-03-31
Pallas Capital Advisors LLC 1,513 0 New Buy 2021-03-31
HighPoint Advisor Group LLC 1,507 1,196 26% 2021-03-31
Savant Capital Management Inc 1,499 1,459 3% 2021-03-31
SPINNAKER TRUST 1,457 1,532 5% 2021-03-31
Valmark Advisers, Inc. 1,456 1,385 5% 2021-03-31
Zions Bancorporation, N.A. 1,448 1,194 21% 2021-03-31
GATEWAY INVESTMENT ADVISERS LLC 1,441 1,418 2% 2021-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 1,430 2,022 29% 2021-03-31
NEXT Financial Group, Inc 1,425 1,519 6% 2021-03-31
TrinityPoint Wealth, LLC 1,422 1,442 1% 2021-03-31
KMG FIDUCIARY PARTNERS, LLC 1,410 1,400 1% 2021-03-31
ACT WEALTH MANAGEMENT, LLC 1,400 1,400 No Change 2021-03-31
Bank of Marin 1,392 887 57% 2021-03-31
JFS WEALTH ADVISORS, LLC 1,391 1,363 2% 2021-03-31
Roundview Capital LLC 1,390 1,442 4% 2021-03-31
EASTERN BANK 1,380 1,430 3% 2021-03-31
Intersect Capital LLC 1,375 1,357 1% 2021-03-31
1ST SOURCE BANK 1,371 1,536 11% 2021-03-31
Financial Advocates Investment Management 1,358 0 New Buy 2021-03-31
Sound View Wealth Advisors Group, LLC 1,354 1,350 0% 2021-03-31
Truvestments Capital LLC 150 150 No Change 2021-03-31
EVOKE WEALTH, LLC 1,345 1,288 4% 2021-03-31
HBK Sorce Advisory LLC 1,329 1,088 22% 2021-03-31
Harbor Group, Inc. 1,329 1,589 16% 2021-03-31
TCI Wealth Advisors, Inc. 1,301 2,171 40% 2021-03-31
STOCK YARDS BANK & TRUST CO 1,300 1,309 1% 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 1,290 1,484 13% 2021-03-31
Oakmont Partners LLC 1,288 1,795 28% 2021-03-31
Reynders McVeigh Capital Management, LLC 1,281 1,366 6% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 1,279 1,174 9% 2021-03-31
Wharton Business Group, LLC 1,272 1,272 No Change 2021-03-31
Mutual Advisors, LLC 1,269 1,392 9% 2021-03-31
MATHER GROUP, INC. 1,243 1,399 11% 2021-03-31
FIRST NATIONAL TRUST CO 1,237 947 31% 2021-03-31
Beaumont Financial Partners, LLC 1,233 1,119 10% 2021-03-31
CALTON & ASSOCIATES, INC. 1,231 1,187 4% 2021-03-31
North Star Investment Management Corp. 1,230 1,230 No Change 2021-03-31
Interchange Capital Partners, LLC 1,226 1,868 34% 2021-03-31
NEVILLE RODIE & SHAW INC 1,207 1,207 No Change 2021-03-31
WAYCROSS PARTNERS, LLC 1,200 0 New Buy 2021-03-31
Verdence Capital Advisors LLC 1,193 1,193 No Change 2021-03-31
Modera Wealth Management, LLC 1,172 1,370 14% 2021-03-31
QUADRANT CAPITAL GROUP LLC 1,169 985 19% 2021-03-31
Bremer Bank National Association 1,168 1,163 0% 2021-03-31
Graves-Light Private Wealth Management, Inc. 1,167 1,163 0% 2021-03-31
JENNISON ASSOCIATES LLC 1,165 1,421 18% 2021-03-31
Chesapeake Wealth Management 1,165 1,444 19% 2021-03-31
WOODSTOCK CORP 1,160 1,146 1% 2021-03-31
Moors & Cabot, Inc. 1,139 639 78% 2021-03-31
Institute for Wealth Management, LLC. 1,136 1,066 7% 2021-03-31
SCBT FINANCIAL CORP 1,126 0 New Buy 2021-03-31
QVR LLC 1,123 607 85% 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 1,119 1,139 2% 2021-03-31
BURKE & HERBERT BANK & TRUST CO 1,115 1,115 No Change 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 1,115 152 634% 2021-03-31
WHALEROCK POINT PARTNERS, LLC 1,115 1,115 No Change 2021-03-31
WESTERN FINANCIAL CORPORATION 1,108 1,024 8% 2021-03-31
Parsec Financial Management, Inc. 1,105 0 New Buy 2021-03-31
Camelot Portfolios, LLC 1,095 1,095 No Change 2021-03-31
CNB Bank 1,083 871 24% 2021-03-31
Prospera Financial Services 1,079 683 58% 2021-03-31
Alta Wealth Advisors LLC 1,078 1,078 No Change 2021-03-31
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 1,076 1,075 0% 2021-03-31
Tolleson Wealth Management, Inc. 1,076 1,076 No Change 2021-03-31
Vigilant Capital Management, LLC 1,075 1,175 9% 2021-03-31
Alpha Omega Wealth Management LLC 1,075 1,075 No Change 2021-03-31
Integrated Wealth Concepts LLC 1,065 1,057 1% 2021-03-31
Bond & Devick Financial Network, Inc. 1,057 1,157 9% 2021-03-31
Lakeview Capital Partners, LLC 1,046 1,749 40% 2021-03-31
Miracle Mile Advisors, LLC 1,037 778 33% 2021-03-31
K.J. Harrison & Partners Inc 1,000 0 New Buy 2021-03-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 1,000 1,000 No Change 2021-03-31
Samalin Investment Counsel, LLC 995 993 0% 2021-03-31
Traynor Capital Management, Inc. 991 1,032 4% 2021-03-31
AJ WEALTH STRATEGIES, LLC 984 1,533 36% 2021-03-31
ATALANTA SOSNOFF CAPITAL, LLC 970 975 1% 2021-03-31
Comprehensive Portfolio Management, LLC 963 853 13% 2021-03-31
Lido Advisors, LLC 959 4,600 79% 2021-03-31
Natixis Asset Management 951 990 4% 2021-03-31
FineMark National Bank & Trust 949 1,002 5% 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 949 963 1% 2021-03-31
Community Bank & Trust, Waco, Texas 943 912 3% 2021-03-31
Tennessee Valley Asset Management Partners 938 937 0% 2021-03-31
Oakworth Capital, Inc. 932 932 No Change 2021-03-31
Trellis Advisors, LLC 283 281 1% 2021-03-31
Great Diamond Partners, LLC 922 919 0% 2021-03-31
West Coast Financial LLC 916 916 No Change 2021-03-31
Supplemental Annuity Collective Trust of NJ 900 900 No Change 2021-03-31
KCM INVESTMENT ADVISORS LLC 899 759 18% 2021-03-31
Winthrop Advisory Group LLC 895 967 7% 2021-03-31
Magnus Financial Group LLC 892 1,293 31% 2021-03-31
Verition Fund Managegment LLC 891 1,611 45% 2021-03-31
Capital Investment Counsel, Inc 875 631 39% 2021-03-31
RMB Capital Management, LLC 861 1,038 17% 2021-03-31
Diversified Investment Strategies, LLC 860 960 10% 2021-03-31
CWM, LLC 846 697 21% 2021-03-31
BOENNING & SCATTERGOOD, INC. 846 846 No Change 2021-03-31
Value Partner Investments Inc. 846 542 56% 2021-03-31
Dorsey & Whitney Trust CO LLC 842 831 1% 2021-03-31
Planned Solutions, Inc. 832 572 45% 2021-03-31
Sawtooth Asset Management, Inc. 831 15,674 95% 2021-03-31
Legacy Bridge, LLC 830 630 32% 2021-03-31
Successful Portfolios LLC 826 819 1% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 825 822 0% 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 825 825 No Change 2021-03-31
Ifrah Financial Services, Inc. 815 839 3% 2021-03-31
Concorde Asset Management, LLC 3 0 New Buy 2021-03-31
ARROW FINANCIAL CORP 810 810 No Change 2021-03-31
Bartlett & Co. LLC 805 905 11% 2021-03-31
M&G INVESTMENT MANAGEMENT LTD 801 995 19% 2021-03-31
WESPAC Advisors, LLC 800 955 16% 2021-03-31
Horan Capital Advisors, LLC. 800 800 No Change 2021-03-31
BOURNE STENSTROM LENT ASSET MANAGEMENT INC 799 798 0% 2021-03-31
Avenue 1 Advisors, LLC 796 832 4% 2021-03-31
BRIGHTON JONES LLC 780 767 2% 2021-03-31
Wealth Alliance 779 0 New Buy 2021-03-31
Royal Fund Management, LLC 774 777 0% 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 771 0 New Buy 2021-03-31
Plancorp, LLC 770 770 No Change 2021-03-31
Wealthgate Family Office, LLC 770 601 28% 2021-03-31
Sigma Planning Corp 766 711 8% 2021-03-31
NuWave Investment Management, LLC 765 0 New Buy 2021-03-31
Regent Peak Wealth Advisors LLC 763 811 6% 2021-03-31
Carroll Financial Associates, Inc. 762 694 10% 2021-03-31
Orchard Capital Managment, LLC 759 0 New Buy 2021-03-31
SCOTIA CAPITAL INC. 751 700 7% 2021-03-31
GILL CAPITAL PARTNERS, LLC 750 750 No Change 2021-03-31
Mechanics Bank Trust Department 747 47,421 98% 2021-03-31
Halbert, Hargrove/Russell LLC 744 648 15% 2021-03-31
CULLEN FROST BANKERS INC 740 726 2% 2021-03-31
Symphony Financial, Ltd. Co. 736 1,917 62% 2021-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 734 673 9% 2021-03-31
JSF Financial, LLC 731 756 3% 2021-03-31
Family Firm, Inc. 725 724 0% 2021-03-31
Vigilare Wealth Management 707 683 4% 2021-03-31
Magellan Asset Management Ltd 706 539 31% 2021-03-31
Harvest Fund Management Co., Ltd 705 747 6% 2021-03-31
Oxbow Advisors, LLC 699 699 No Change 2021-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 697 0 New Buy 2021-03-31
AdvisorNet Financial, Inc 695 667 4% 2021-03-31
Bernardo Wealth Planning LLC 695 724 4% 2021-03-31
PERSONAL CFO SOLUTIONS, LLC 679 683 1% 2021-03-31
MJP ASSOCIATES INC /ADV 678 566 20% 2021-03-31
JOHN G ULLMAN & ASSOCIATES INC 675 675 No Change 2021-03-31
Aevitas Wealth Management, Inc. 675 674 0% 2021-03-31
St. Louis Trust Co 674 674 No Change 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 673 673 No Change 2021-03-31
Geller Family Office Services, LLC 667 597 12% 2021-03-31
Concentrum Wealth Management 665 665 No Change 2021-03-31
Yorktown Management & Research Co Inc 660 0 New Buy 2021-03-31
Journey Advisory Group, LLC 660 600 10% 2021-03-31
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 657 0 New Buy 2021-03-31
MARINO, STRAM & ASSOCIATES LLC 652 651 0% 2021-03-31
Tarbox Group, Inc. 649 649 No Change 2021-03-31
Essex Financial Services, Inc. 648 648 No Change 2021-03-31
WealthStone, Inc. 648 580 12% 2021-03-31
One Capital Management, LLC 642 642 No Change 2021-03-31
Hummer Financial Advisory Services Inc 640 640 No Change 2021-03-31
Penserra Capital Management LLC 639 538 19% 2021-03-31
Highland Private Wealth Management 72 67 7% 2021-03-31
SOMERVILLE KURT F 630 630 No Change 2021-03-31
Redhawk Wealth Advisors, Inc. 629 633 1% 2021-03-31
Essex Savings Bank 625 609 3% 2021-03-31
Sonora Investment Management, LLC 624 600 4% 2021-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 622 713 13% 2021-03-31
Wade Financial Advisory, Inc 622 622 No Change 2021-03-31
Verity Asset Management, Inc. 621 586 6% 2021-03-31
Arkadios Wealth Advisors 621 45 1,280% 2021-03-31
TRUE Private Wealth Advisors 619 678 9% 2021-03-31
ALTFEST L J & CO INC 611 611 No Change 2021-03-31
HARDESTY CAPITAL MANAGEMENT CORP 610 0 New Buy 2021-03-31
Coconut Grove Bank 608 613 1% 2021-03-31
TCTC Holdings, LLC 607 807 25% 2021-03-31
Van Hulzen Asset Management, LLC 606 606 No Change 2021-03-31
Sather Financial Group Inc 604 604 No Change 2021-03-31
WESTWOOD MANAGEMENT CORP /IL/ 600 600 No Change 2021-03-31
Newman Dignan & Sheerar, Inc. 600 600 No Change 2021-03-31
Select Asset Management & Trust 600 600 No Change 2021-03-31
Valtinson Bruner Financial Planning LLC 600 600 No Change 2021-03-31
PALLADIUM PARTNERS LLC 599 570 5% 2021-03-31
WEDGE CAPITAL MANAGEMENT L L P/NC 588 596 1% 2021-03-31
Mariner Quantitative Solutions, LLC 583 1,327 56% 2021-03-31
CX Institutional 581 537 8% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 575 573 0% 2021-03-31
Cedar Mountain Advisors, LLC 574 573 0% 2021-03-31
Johanson Financial Advisors, Inc. 564 563 0% 2021-03-31
Sustainable Insight Capital Management, LLC 564 664 15% 2021-03-31
Douglas Lane & Associates, LLC 559 547 2% 2021-03-31
Peregrine Asset Advisers, Inc. 557 557 No Change 2021-03-31
First Pacific Advisors, LLC(Robert Rodriquez) 555 654 15% 2021-03-31
Ellevest, Inc. 555 569 2% 2021-03-31
LifeSteps Financial, Inc. 554 554 No Change 2021-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550 550 No Change 2021-03-31
New England Research & Management, Inc. 550 550 No Change 2021-03-31
Paragon Advisors, LLC 544 2,829 81% 2021-03-31
XR Securities LLC 543 0 New Buy 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 541 671 19% 2021-03-31
Riverview Trust Co 533 533 No Change 2021-03-31
McLean Asset Management Corp 516 540 4% 2021-03-31
PITTENGER & ANDERSON INC 475 475 No Change 2021-03-31
Johnson Financial Group, Inc. 468 626 25% 2021-03-31
Sandy Spring Bank 466 479 3% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 450 450 No Change 2021-03-31
JJJ Advisors Inc. 448 348 29% 2021-03-31
HUNTINGTON ASSET ADVISORS, INC. 432 0 New Buy 2021-03-31
Rosenberg Matthew Hamilton 427 0 New Buy 2021-03-31
Parkside Financial Bank & Trust 403 397 2% 2021-03-31
Fortis Advisors, LLC 400 400 No Change 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 398 398 No Change 2021-03-31
Lindbrook Capital, LLC 386 352 10% 2021-03-31
Full Sail Capital, LLC 317 700 55% 2021-03-31
Asset Dedication, LLC 378 593 36% 2021-03-31
First Personal Financial Services 375 375 No Change 2021-03-31
HOWE & RUSLING INC 360 385 6% 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 304 304 No Change 2021-03-31
Carmichael Hill & Associates, Inc. 300 300 No Change 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 299 312 4% 2021-03-31
Fieldpoint Private Securities, LLC 289 430 33% 2021-03-31
Pinnacle Bank 274 274 No Change 2021-03-31
FRIESS ASSOCIATES LLC 262 62,100 100% 2021-03-31
SOA Wealth Advisors, LLC. 255 247 3% 2021-03-31
Hexagon Capital Partners LLC 235 209 12% 2021-03-31
Global Retirement Partners, LLC 232 232 No Change 2021-03-31
DELTA ASSET MANAGEMENT LLC/TN 228 0 New Buy 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 228 228 No Change 2021-03-31
Jackson, Grant Investment Advisers, Inc. 205 205 No Change 2021-03-31
ISLAY CAPITAL MANAGEMENT, LLC 205 205 No Change 2021-03-31
Newfound Research LLC 204 347 41% 2021-03-31
Truehand, Inc 200 0 New Buy 2021-03-31
Versant Capital Management, Inc 199 199 No Change 2021-03-31
CVA Family Office, LLC 198 0 New Buy 2021-03-31
MANCHESTER FINANCIAL INC 197 150 31% 2021-03-31
Birch Capital Management, LLC 197 197 No Change 2021-03-31
PROEQUITIES, INC. 190 245 22% 2021-03-31
GPS Wealth Strategies Group, LLC 189 0 New Buy 2021-03-31
Glassman Wealth Services 188 161 17% 2021-03-31
Hillsdale Investment Management Inc. 185 1,720 89% 2021-03-31
WASHINGTON TRUST CO 185 185 No Change 2021-03-31
Wealthcare Advisory Partners LLC 180 0 New Buy 2021-03-31
JONES FINANCIAL COMPANIES LLLP 177 85 108% 2021-03-31
SUN LIFE FINANCIAL INC 164 156 5% 2021-03-31
Gemmer Asset Management LLC 139 264 47% 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 135 135 No Change 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 131 408 68% 2021-03-31
OPTIMUM INVESTMENT ADVISORS 120 279 57% 2021-03-31
Private Capital Group, LLC 118 340 65% 2021-03-31
Manchester Capital Management LLC 117 262 55% 2021-03-31
Norway Savings Bank 116 116 No Change 2021-03-31
FIRST MANHATTAN CO 115 0 New Buy 2021-03-31
Prestige Wealth Management Group LLC 102 102 No Change 2021-03-31
Atlas Private Wealth Management 102 102 No Change 2021-03-31
Financial Advantage, Inc. 100 100 No Change 2021-03-31
Piscataqua Savings Bank 97 0 New Buy 2021-03-31
Crewe Advisors LLC 91 91 No Change 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 91 91 No Change 2021-03-31
Stonebridge Capital Advisors LLC 84 0 New Buy 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 83 82 1% 2021-03-31
Laurel Wealth Advisors LLC 80 80 No Change 2021-03-31
Solstein Capital, LLC 76 0 New Buy 2021-03-31
Clearview Wealth Advisors LLC 76 76 No Change 2021-03-31
MPS Loria Financial Planners, LLC 72 72 No Change 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 68 73 7% 2021-03-31
Hanson McClain, Inc. 65 65 No Change 2021-03-31
THOMPSON SIEGEL & WALMSLEY LLC 60 57 5% 2021-03-31
Financial Management Professionals, Inc. 60 60 No Change 2021-03-31
Prime Capital Investment Advisors, LLC 57 57 No Change 2021-03-31
Financeware, Inc. 55 0 New Buy 2021-03-31
Total Clarity Wealth Management, Inc. 55 0 New Buy 2021-03-31
UNIONBANCAL CORP 54 68 21% 2021-03-31
FIRST FINANCIAL CORP /IN/ 53 53 No Change 2021-03-31
ANDERSON FISHER LLC 53 65 18% 2021-03-31
Hanson Investment Management 46 50 8% 2021-03-31
Investors Research Corp 46 46 No Change 2021-03-31
Emerald Investment Partners, LLC 45 1,465 97% 2021-03-31
Grandview Asset Management LLC 45 0 New Buy 2021-03-31
Hexavest Inc. 42 42 No Change 2021-03-31
Bogart Wealth, LLC 38 0 New Buy 2021-03-31
Cypress Point Wealth Management, LLC 38 38 No Change 2021-03-31
Evolution Wealth Advisors, LLC 37 37 No Change 2021-03-31
COWA, LLC 34 34 No Change 2021-03-31
Front Row Advisors LLC 32 32 No Change 2021-03-31
Community Bank, N.A. 30 30 No Change 2021-03-31
Princeton Global Asset Management LLC 30 30 No Change 2021-03-31
Tradition Wealth Management, LLC 30 30 No Change 2021-03-31
JNBA Financial Advisors 29 0 New Buy 2021-03-31
Better Money Decisions, LLC 28 0 New Buy 2021-03-31
RBA Wealth Management, LLC 25 0 New Buy 2021-03-31
Gradient Investments LLC 23 5 360% 2021-03-31
VALLEY NATIONAL ADVISERS INC 22 22 No Change 2021-03-31
Red Cedar Capital, LLC 22 22 No Change 2021-03-31
Selective Wealth Management 22 22 No Change 2021-03-31
Baystate Wealth Management LLC 21 21 No Change 2021-03-31
Patriot Financial Group Insurance Agency, LLC 21 71 70% 2021-03-31
McIlrath & Eck, LLC 21 21 No Change 2021-03-31
HighMark Wealth Management LLC 21 31 32% 2021-03-31
Edge Wealth Management LLC 15 0 New Buy 2021-03-31
Coastal Capital Group, Inc. 15 0 New Buy 2021-03-31
Mizuho Securities Co. Ltd. 15 19 21% 2021-03-31
PROFFITT & GOODSON INC 14 14 No Change 2021-03-31
Atlas Private Wealth Advisors 14 8 75% 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 13 0 New Buy 2021-03-31
Savior LLC 12 12 No Change 2021-03-31
TSFG, LLC 12 12 No Change 2021-03-31
Private Ocean, LLC 11 11 No Change 2021-03-31
THOMAS WHITE INTERNATIONAL LTD 10 910 99% 2021-03-31
Filbrandt Wealth Management, LLC 8 0 New Buy 2021-03-31
Allred Capital Management, LLC 7 0 New Buy 2021-03-31
GLOBEFLEX CAPITAL L P 6 6 No Change 2021-03-31
Hudock Moyer Wealth Resources, LLC 6 6 No Change 2021-03-31
D'Orazio & Associates, Inc. 6 6 No Change 2021-03-31
First National Bank of South Miami 6 6 No Change 2021-03-31
TFC Financial Management 6 6 No Change 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 5 5 No Change 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 4 4 No Change 2021-03-31
USA Financial Portformulas Corp 4 2,093 100% 2021-03-31
Sugarloaf Wealth Management, LLC 4 4 No Change 2021-03-31
Transamerica Financial Advisors, Inc. 3 6 50% 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 3 3 No Change 2021-03-31
Moser Wealth Advisors, LLC 3 0 New Buy 2021-03-31
Cordasco Financial Network 2 2 No Change 2021-03-31
HARBOUR INVESTMENTS, INC. 2 0 New Buy 2021-03-31
Bridgewater Associates, Inc.(Raymond Dalio) 0 1,528 Sold Out 2021-03-31
HERSHEY TRUST CO 0 800 Sold Out 2021-03-31
Wealth Builders 0 9,199 Sold Out 2021-03-31
BKD Wealth Advisors, LLC 0 861 Sold Out 2021-03-31
PRUDENTIAL CORP PLC 0 3,895 Sold Out 2021-03-31
TWIN CAPITAL MANAGEMENT INC 0 2,780 Sold Out 2021-03-31
SYNOVUS FINANCIAL CORP 0 688 Sold Out 2021-03-31
MOTCO 0 27 Sold Out 2021-03-31
TEWKSBURY CAPITAL MANAGEMENT LTD 0 2,270 Sold Out 2021-03-31
U S GLOBAL INVESTORS INC 0 350 Sold Out 2021-03-31
MASON STREET ADVISORS LLC 0 36,245 Sold Out 2021-03-31
ARONSON & JOHNSON & ORTIZ, LP 0 7,429 Sold Out 2021-03-31
GODSEY & GIBB ASSOCIATES 0 1,039 Sold Out 2021-03-31
American Research & Management Co. 0 8 Sold Out 2021-03-31
Kistler-Tiffany Companies, LLC 0 300 Sold Out 2021-03-31
Atlanta Capital Group 0 668 Sold Out 2021-03-31
Mitsubishi UFJ Securities International PLC 0 97,235 Sold Out 2021-03-31
Brookstone Capital Management 0 569 Sold Out 2021-03-31
Burt Wealth Advisors 0 98 Sold Out 2021-03-31
Wealth Architects, LLC 0 593 Sold Out 2021-03-31
TWO SIGMA SECURITIES, LLC 0 3,930 Sold Out 2021-03-31
Intermede Investment Partners Ltd 0 280,558 Sold Out 2021-03-31
TRG Investments, LLC 0 62,302 Sold Out 2021-03-31
Cutler Group LP 0 1,100 Sold Out 2021-03-31
Polianta Ltd 0 3,400 Sold Out 2021-03-31
Financial Advisors Network, Inc. 0 5,575 Sold Out 2021-03-31
Atlantic Trust, LLC 0 62 Sold Out 2021-03-31
Providence First Trust Co 0 940 Sold Out 2021-03-31
Skye Global Management LP 0 5,800 Sold Out 2021-03-31
MEITAV DASH INVESTMENTS LTD 0 561 Sold Out 2021-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 0 169 Sold Out 2021-03-31
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 0 910 Sold Out 2021-03-31
VisionPoint Advisory Group, LLC 0 552 Sold Out 2021-03-31
RVW Wealth, LLC 0 5,555 Sold Out 2021-03-31
OneAscent Financial Services LLC 0 3,197 Sold Out 2021-03-31
Charles Schwab Trust Co 0 543 Sold Out 2021-03-31
Ilmarinen Mutual Pension Insurance Co 0 10,000 Sold Out 2021-03-31
Venture Visionary Partners LLC 0 535 Sold Out 2021-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 0 900 Sold Out 2021-03-31
Kathmere Capital Management, LLC 0 320 Sold Out 2021-03-31
TWINBEECH CAPITAL LP 0 11,213 Sold Out 2021-03-31
OneAscent Wealth Management LLC 0 3,192 Sold Out 2021-03-31
WD RUTHERFORD LLC 0 175 Sold Out 2021-03-31
WIT, LLC 0 10,940 Sold Out 2021-03-31
qPULA Trading Management LP 0 800 Sold Out 2021-03-31
Vantage Consulting Group Inc 0 190 Sold Out 2021-03-31
Crestone Asset Management LLC 0 2,542 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 15 Sold Out 2021-03-31
Curi Wealth Management, LLC 0 8 Sold Out 2021-03-31
PRICE T ROWE ASSOCIATES INC /MD/ 21,561,386 21,004,147 3% 2020-12-31
EDGEWOOD MANAGEMENT LLC 6,240,576 6,388,331 2% 2020-12-31
BROWN ADVISORY HOLDINGS INC 3,504,005 3,351,182 5% 2020-12-31
Invesco Ltd. 3,222,093 3,192,032 1% 2020-12-31
Bank of New York Mellon CORP 3,034,014 2,992,015 1% 2020-12-31
AMERIPRISE FINANCIAL INC 2,988,107 2,624,272 14% 2020-12-31
BANK OF AMERICA CORP /DE/ 2,505,215 2,937,973 15% 2020-12-31
GOLDMAN SACHS GROUP INC 2,253,760 2,539,340 11% 2020-12-31
LEGAL & GENERAL GROUP PLC 1,796,485 1,743,035 3% 2020-12-31
HENDERSON GROUP PLC 1,648,115 1,786,948 8% 2020-12-31
Nuveen Asset Management, LLC 50,303 85,715 41% 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 1,307,012 1,262,536 4% 2020-12-31
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1,252,652 1,187,615 5% 2020-12-31
Durable Capital Partners LP 1,186,870 929,704 28% 2020-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 0 8,381 Sold Out 2020-12-31
DEUTSCHE BANK AG 829,403 760,237 9% 2020-12-31
ACADIAN ASSET MANAGEMENT LLC 813,309 728,289 12% 2020-12-31
DSM CAPITAL PARTNERS LLC 792,690 816,937 3% 2020-12-31
DIMENSIONAL FUND ADVISORS INC 775,419 751,390 3% 2020-12-31
PICTET ASSET MANAGEMENT LTD 753,606 588,778 28% 2020-12-31
MORGAN STANLEY 752,464 0 New Buy 2020-12-31
BARCLAYS PLC 698,688 649,777 8% 2020-12-31
ALGER FRED MANAGEMENT INC 673,879 628,891 7% 2020-12-31
Capital Research Global Investors 655,436 655,056 0% 2020-12-31
Man Group plc 653,483 738,042 11% 2020-12-31
CREDIT SUISSE/ 643,164 619,546 4% 2020-12-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 626,352 601,601 4% 2020-12-31
EATON VANCE MANAGEMENT 575,703 573,000 0% 2020-12-31
ATLANTA CAPITAL MANAGEMENT CO L L C 557,442 542,393 3% 2020-12-31
PIONEER INVESTMENT MANAGEMENT INC 522,580 320,485 63% 2020-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 516,982 551,353 6% 2020-12-31
MAR VISTA INVESTMENT PARTNERS LLC 499,054 526,819 5% 2020-12-31
Artisan Partners Limited Partnership 488,647 0 New Buy 2020-12-31
BLAIR WILLIAM & CO/IL 447,617 435,151 3% 2020-12-31
CITIGROUP INC 434,758 401,773 8% 2020-12-31
Echo Street Capital Management LLC 392,684 322,968 22% 2020-12-31
BANK OF MONTREAL /CAN/ 388,425 258,638 50% 2020-12-31
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 382,941 377,658 1% 2020-12-31
ADAGE CAPITAL PARTNERS GP LLC 362,000 293,400 23% 2020-12-31
GREAT WEST LIFE ASSURANCE CO /CAN/ 343,013 0 New Buy 2020-12-31
NORDEA INVESTMENT MANAGEMENT AB 334,495 459,748 27% 2020-12-31
BT Investment Management Ltd 322,319 329,119 2% 2020-12-31
MILLENNIUM MANAGEMENT LLC 319,219 322,323 1% 2020-12-31
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 307,734 314,131 2% 2020-12-31
Junto Capital Management LP 306,637 126,691 142% 2020-12-31
AXA 269,910 265,313 2% 2020-12-31
AGF FUNDS INC 265,795 252,332 5% 2020-12-31
Aperio Group, LLC 260,793 254,108 3% 2020-12-31
BB&T CORP 253,717 285,090 11% 2020-12-31
APG All Pensions Group 250,415 266,556 6% 2020-12-31
Jericho Capital Asset Management L.P. 242,000 0 New Buy 2020-12-31
MAPLELANE CAPITAL, LLC 234,000 0 New Buy 2020-12-31
Capstone Investment Advisors, LLC 230,800 173,000 33% 2020-12-31
Mn Services Vermogensbeheer B.V. 229,305 226,405 1% 2020-12-31
PUTNAM INVESTMENTS LLC 197,156 217,336 9% 2020-12-31
Bristol Gate Capital Partners Inc. 195,762 187,598 4% 2020-12-31
Capital Research & Management Co - Division 3 182,899 182,826 0% 2020-12-31
CHILTON INVESTMENT CO LLC 182,610 247,057 26% 2020-12-31
AustralianSuper Pty Ltd 168,639 126,114 34% 2020-12-31
Blue Whale Capital LLP 146,665 96,935 51% 2020-12-31
DIAM Co., Ltd. 141,551 145,384 3% 2020-12-31
SCHF (GPE), LLC 139,052 0 New Buy 2020-12-31
JANE STREET GROUP, LLC 137,135 173,923 21% 2020-12-31
Swedbank 129,287 127,322 2% 2020-12-31
Newbrook Capital Advisors LP 122,424 0 New Buy 2020-12-31
AMP Capital Investors Ltd 108,896 113,130 4% 2020-12-31
BOWEN HANES & CO INC 106,840 107,840 1% 2020-12-31
Atlantic Trust Group, LLC 75 869 91% 2020-12-31
Davidson Kempner Capital Management LP 100,759 0 New Buy 2020-12-31
Epoch Investment Partners Inc. 100,127 96,212 4% 2020-12-31
REGIONS FINANCIAL CORP 96,075 0 New Buy 2020-12-31
Summit Global Investments 91,006 95,115 4% 2020-12-31
ARK Investment Management LLC 89,333 26,879 232% 2020-12-31
AVIVA PLC 84,577 81,372 4% 2020-12-31
LIGHT STREET CAPITAL MANAGEMENT, LLC 82,000 0 New Buy 2020-12-31
AMERICAN CENTURY COMPANIES INC 80,046 162,193 51% 2020-12-31
Dai-Ichi Life Insurance Company, Ltd 77,719 50,387 54% 2020-12-31
COLONY GROUP LLC 76,103 89,229 15% 2020-12-31
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 76,010 79,310 4% 2020-12-31
Goodman & Company, Investment Counsel Ltd. 74,537 74,537 No Change 2020-12-31
Point72 Asset Management, L.P. 69,040 158,495 56% 2020-12-31
EARNEST PARTNERS LLC 67,660 108,561 38% 2020-12-31
NorthCoast Asset Management LLC 64,800 64,610 0% 2020-12-31
MetLife Investment Advisors, LLC 63,809 66,380 4% 2020-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 61,373 52,927 16% 2020-12-31
Troy Asset Management Ltd 59,452 59,452 No Change 2020-12-31
B. Metzler seel. Sohn & Co. Holding AG 57,103 0 New Buy 2020-12-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 51,358 0 New Buy 2020-12-31
Covington Capital Management 50,469 51,394 2% 2020-12-31
Bowie Capital Management, LLC 49,100 39,000 26% 2020-12-31
METROPOLITAN LIFE INSURANCE CO/NY 47,445 49,228 4% 2020-12-31
HHR Asset Management, LLC 45,520 56,840 20% 2020-12-31
CIBC Global Asset Management Inc 43,326 40,546 7% 2020-12-31
CAPTRUST FINANCIAL ADVISORS 39,498 36,790 7% 2020-12-31
Cubist Systematic Strategies, LLC 38,462 58,668 34% 2020-12-31
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 35,900 34,600 4% 2020-12-31
CI INVESTMENTS INC. 33,193 35,119 5% 2020-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 32,831 24,258 35% 2020-12-31
Boston Common Asset Management, LLC 31,911 30,586 4% 2020-12-31
MCDANIEL TERRY & CO 31,898 30,580 4% 2020-12-31
Cumberland Partners Ltd 31,876 0 New Buy 2020-12-31
HPM Partners LLC 31,539 26,225 20% 2020-12-31
Employees Retirement System of Texas 30,100 36,100 17% 2020-12-31
Ensign Peak Advisors, Inc 29,787 42,615 30% 2020-12-31
Ashfield Capital Partners, LLC 28,793 27,668 4% 2020-12-31
Andra AP-fonden 27,700 24,100 15% 2020-12-31
CAAS CAPITAL MANAGEMENT LP 26,398 0 New Buy 2020-12-31
Achmea Investment Management B.V. 25,467 27,496 7% 2020-12-31
Alley Co LLC 25,362 24,884 2% 2020-12-31
Baird Financial Group, Inc. 2,318 1,252 85% 2020-12-31
OPPENHEIMER ASSET MANAGEMENT INC 24,222 23,828 2% 2020-12-31
CREDIT AGRICOLE S A 22,171 0 New Buy 2020-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 21,800 23,300 6% 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21,723 20,306 7% 2020-12-31
GLENMEDE TRUST CO NA 21,281 21,052 1% 2020-12-31
CLS INVESTMENT FIRM, LLC 21,234 34,398 38% 2020-12-31
ATRIA INVESTMENTS LLC 20,189 18,899 7% 2020-12-31
Intellectus Partners, LLC 20,000 0 New Buy 2020-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 18,963 20,224 6% 2020-12-31
2Xideas AG 18,937 0 New Buy 2020-12-31
Elo Mutual Pension Insurance Co 18,540 0 New Buy 2020-12-31
NOMURA HOLDINGS INC 18,020 8,217 119% 2020-12-31
Botty Investors LLC 17,926 0 New Buy 2020-12-31
ESSEX INVESTMENT MANAGEMENT CO LLC 17,028 0 New Buy 2020-12-31
LMR Partners LLP 16,451 0 New Buy 2020-12-31
Gareth Morgan Investments Limited Partnership 15,900 7,436 114% 2020-12-31
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 15,280 12,404 23% 2020-12-31
Milestone Group, Inc. 14,907 15,629 5% 2020-12-31
Connor, Clark & Lunn Investment Management Ltd. 14,263 18,637 23% 2020-12-31
Melqart Asset Management (UK) Ltd 14,182 3,650 289% 2020-12-31
Engineers Gate Manager LP 13,687 4,281 220% 2020-12-31
Advisory Services Network, LLC 13,009 12,756 2% 2020-12-31
American Money Management, LLC 12,812 12,697 1% 2020-12-31
BOOTHBAY FUND MANAGEMENT, LLC 12,100 9,193 32% 2020-12-31
Banque Cantonale Vaudoise 11,720 0 New Buy 2020-12-31
Arabesque Asset Management Ltd 11,296 0 New Buy 2020-12-31
HM PAYSON & CO 11,280 11,280 No Change 2020-12-31
Cornerstone Advisors, LLC 11,000 0 New Buy 2020-12-31
EQUITABLE TRUST CO 10,920 10,920 No Change 2020-12-31
BP PLC 10,761 22,200 52% 2020-12-31
IronBridge Private Wealth, LLC 10,469 0 New Buy 2020-12-31
Archer Investment Corp 9,964 138 7,120% 2020-12-31
BESSEMER GROUP INC 9,839 9,750 1% 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 9,680 3,521 175% 2020-12-31
Summit Investment Advisors, Inc. 9,281 9,028 3% 2020-12-31
CIGNA INVESTMENTS INC /NEW 9,201 8,448 9% 2020-12-31
CAPE COD FIVE CENTS SAVINGS BANK 8,998 0 New Buy 2020-12-31
ALLSTATE CORP 8,973 8,629 4% 2020-12-31
Steward Partners Investment Advisory, LLC 8,798 6,025 46% 2020-12-31
Emerson Point Capital LP 8,554 8,554 No Change 2020-12-31
BABSON CAPITAL MANAGEMENT LLC 8,374 0 New Buy 2020-12-31
BAILARD, INC. 8,272 3,257 154% 2020-12-31
Corient Capital Partners, LLC 0 8,825 Sold Out 2020-12-31
AtonRa Partners 7,356 0 New Buy 2020-12-31
ALGERT COLDIRON INVESTORS LLC 7,175 2,428 196% 2020-12-31
Banco Santander, S.A. 7,155 11,336 37% 2020-12-31
H D Vest Advisory Services 6,957 10,202 32% 2020-12-31
Cresset Asset Management, LLC 6,677 6,743 1% 2020-12-31
Douglass Winthrop Advisors, LLC 6,613 6,613 No Change 2020-12-31
Brown Advisory Securities, LLC 6,592 6,587 0% 2020-12-31
Cohen Investment Advisors LLC 6,352 0 New Buy 2020-12-31
World Asset Management Inc 6,260 6,509 4% 2020-12-31
CIBC World Markets Inc. 6,169 7,085 13% 2020-12-31
MIRABELLA FINANCIAL SERVICES LLP 6,086 682 792% 2020-12-31
Carmignac Gestion 6,059 8,643 30% 2020-12-31
Fosun International Ltd 5,715 4,985 15% 2020-12-31
Gotham Asset Management, LLC 5,535 48,776 89% 2020-12-31
CIM, LLC 5,317 5,175 3% 2020-12-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. 5,000 0 New Buy 2020-12-31
Coastline Trust CO 4,880 4,820 1% 2020-12-31
Budros, Ruhlin & Roe, Inc. 4,854 4,746 2% 2020-12-31
BAMCO INC /NY/ 4,836 1,780 172% 2020-12-31
FDx Advisors, Inc. 4,560 8,435 46% 2020-12-31
BI Asset Management Fondsmaeglerselskab A/S 4,251 6,163 31% 2020-12-31
Empirical Financial Services, LLC 4,196 3,094 36% 2020-12-31
LOOMIS SAYLES & CO L P 4,133 2,887 43% 2020-12-31
WEALTHSOURCE PARTNERS, LLC 4,044 0 New Buy 2020-12-31
Bank Julius Baer & Co. Ltd, Zurich 3,870 4,400 12% 2020-12-31
Cavalier Investments 3,789 2,842 33% 2020-12-31
BP WEALTH MANAGEMENT, LLC 3,785 3,815 1% 2020-12-31
BROWN BROTHERS HARRIMAN & CO 3,767 3,684 2% 2020-12-31
W. E. Donoghue & Co., LLC 3,699 0 New Buy 2020-12-31
Advisor OS, LLC 3,672 2,573 43% 2020-12-31
Financial Network 3,504 3,631 3% 2020-12-31
TOMPKINS FINANCIAL CORP 3,438 0 New Buy 2020-12-31
Gyon Technologies Capital Management, LP 3,433 0 New Buy 2020-12-31
AVALON ADVISORS L P 3,360 2,708 24% 2020-12-31
Ethic Inc. 3,339 2,713 23% 2020-12-31
Cetera Investment Advisers 3,227 1,362 137% 2020-12-31
CATALYST PRIVATE WEALTH, LLC 3,085 0 New Buy 2020-12-31
PARK AVENUE SECURITIES LLC 3,075 2,453 25% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 3,010 3,004 0% 2020-12-31
Change Path, LLC 329 308 7% 2020-12-31
Crestline Management, LP 2,900 0 New Buy 2020-12-31
SUNRISE PARTNERS LLC /CT 2,657 5,146 48% 2020-12-31
Empirical Finance, LLC 2,616 0 New Buy 2020-12-31
CITIZENS FINANCIAL GROUP INC/RI 2,615 1,934 35% 2020-12-31
ExodusPoint Capital Management, LP 2,572 0 New Buy 2020-12-31
FIDUCIARY TRUST CO 2,552 2,665 4% 2020-12-31
BANK OF HAWAII 2,548 1,399 82% 2020-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 2,417 925 161% 2020-12-31
ALPINE WOODS CAPITAL INVESTORS, LLC 2,400 2,400 No Change 2020-12-31
Sunbelt Securities, Inc. 2,391 2,289 4% 2020-12-31
FSA Wealth Management LLC 2,330 2,375 2% 2020-12-31
AIGEN INVESTMENT MANAGEMENT, LP 2,320 0 New Buy 2020-12-31
BENJAMIN EDWARDS INC 2,224 0 New Buy 2020-12-31
Checchi Capital Advisers, LLC 2,223 2,397 7% 2020-12-31
Argent Trust Co 2,101 1,941 8% 2020-12-31
Banco de Sabadell, S.A 0 7,356 Sold Out 2020-12-31
Trustees of Princeton University 2,025 0 New Buy 2020-12-31
FFCM LLC 1,985 2,049 3% 2020-12-31
BARR E S & CO 1,979 1,979 No Change 2020-12-31
BSW Wealth Partners 1,902 1,884 1% 2020-12-31
Circle Wealth Management, LLC 1,854 0 New Buy 2020-12-31
Psagot Investment House Ltd. 1,844 0 New Buy 2020-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 1,841 1,841 No Change 2020-12-31
180 WEALTH ADVISORS, LLC 1,832 1,884 3% 2020-12-31
GUARDIAN CAPITAL LP 1,800 1,600 13% 2020-12-31
Eqis Capital Management, Inc. 1,773 1,817 2% 2020-12-31
Beacon Pointe Advisors, LLC 1,758 1,524 15% 2020-12-31
AMG National Trust Bank 1,748 1,698 3% 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 1,727 1,230 40% 2020-12-31
REED CONNER & BIRDWELL LLC 1,720 1,721 0% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 1,701 500 240% 2020-12-31
CONCENTRIC WEALTH MANAGEMENT, LLC 1,700 1,700 No Change 2020-12-31
Hartland & Co., LLC 1,678 825 103% 2020-12-31
ALBION FINANCIAL GROUP /UT 1,617 989 63% 2020-12-31
AlphaCrest Capital Management LLC 1,616 1,314 23% 2020-12-31
Polar Securities Inc. 1,606 0 New Buy 2020-12-31
Epstein & White Financial LLC 1,600 0 New Buy 2020-12-31
Hilltop Holdings Inc. 1,587 1,434 11% 2020-12-31
SVA Plumb Wealth Management, LLC 1,575 720 119% 2020-12-31
EP Wealth Advisors, Inc. 1,549 1,174 32% 2020-12-31
ETF MANAGERS GROUP, LLC 1,532 2,733 44% 2020-12-31
SMITHFIELD TRUST CO 1,473 1,428 3% 2020-12-31
Paul John Balson 1,463 1,460 0% 2020-12-31
Ancora Advisors, LLC 1,406 1,344 5% 2020-12-31
Evercore Wealth Management, LLC 1,381 1,411 2% 2020-12-31
Ballentine, Finn & Company, Inc. 1,327 1,162 14% 2020-12-31
RHS Financial, LLC 1,291 1,321 2% 2020-12-31
Column Capital Advisors, LLC 1,284 1,306 2% 2020-12-31
Cerro Pacific Wealth Advisors LLC 1,252 0 New Buy 2020-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 1,244 889 40% 2020-12-31
Renasant Bank 1,209 0 New Buy 2020-12-31
CRAWFORD INVESTMENT COUNSEL INC 1,163 1,073 8% 2020-12-31
Almanack Investment Partners, LLC. 1,163 1,145 2% 2020-12-31
Camden Capital, LLC 1,147 0 New Buy 2020-12-31
Bayesian Capital Management, LP 1,057 0 New Buy 2020-12-31
DSC Advisors, L.P. 1,053 1,398 25% 2020-12-31
SeaCrest Wealth Management, LLC 1,028 1,015 1% 2020-12-31
Main Street Financial Solutions, LLC 1,013 0 New Buy 2020-12-31
Orion Portfolio Solutions, LLC 1,005 1,006 0% 2020-12-31
CAMDEN NATIONAL BANK 1,001 981 2% 2020-12-31
CoreFirst Bank & Trust 1,000 0 New Buy 2020-12-31
Perigon Wealth Management, LLC 956 905 6% 2020-12-31
INTRUST BANK NA 931 845 10% 2020-12-31
Integrated Advisors Network LLC 922 870 6% 2020-12-31
AMERITAS INVESTMENT CORP 908 0 New Buy 2020-12-31
Principle Wealth Partners LLC 900 900 No Change 2020-12-31
PERRITT CAPITAL MANAGEMENT INC 891 1,162 23% 2020-12-31
Bragg Financial Advisors, Inc 878 943 7% 2020-12-31
XTX MARKETS LLC 861 0 New Buy 2020-12-31
Multi-Financial Securities Corp 848 939 10% 2020-12-31
Kore Private Wealth LLC 835 650 28% 2020-12-31
Clear Perspective Advisors, LLC 831 845 2% 2020-12-31
Kingsview Wealth Management, LLC 831 827 0% 2020-12-31
MONECO Advisors, LLC 826 710 16% 2020-12-31
Barbara Oil Co. 800 800 No Change 2020-12-31
Elgethun Capital Management 800 800 No Change 2020-12-31
Blue Creek Investment Partners, LLC 782 762 3% 2020-12-31
COMERICA SECURITIES,INC. 775 687 13% 2020-12-31
Curated Wealth Partners LLC 772 0 New Buy 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 745 745 No Change 2020-12-31
Cedar Brook Financial Partners, LLC 743 0 New Buy 2020-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 731 731 No Change 2020-12-31
Capital Advisory Group Advisory Services, LLC 729 666 9% 2020-12-31
Johnson Bixby & Associates, LLC 725 0 New Buy 2020-12-31
CAXTON CORP 710 0 New Buy 2020-12-31
Americana Partners, LLC 700 700 No Change 2020-12-31
DCM Advisors, LLC 700 0 New Buy 2020-12-31
Belpointe Asset Management LLC 692 0 New Buy 2020-12-31
AIA Group Ltd 665 0 New Buy 2020-12-31
Rehmann Capital Advisory Group 654 641 2% 2020-12-31
Freestone Capital Holdings, LLC 642 491 31% 2020-12-31
Abbrea Capital, LLC 626 0 New Buy 2020-12-31
Beirne Wealth Consulting Services, LLC 621 652 5% 2020-12-31
Financial Architects, Inc 617 617 No Change 2020-12-31
Advisors Capital Management, LLC 615 646 5% 2020-12-31
REINHART MAHONEY CAPITAL MANAGEMENT INC 600 0 New Buy 2020-12-31
East Coast Asset Management, LLC. 600 0 New Buy 2020-12-31
Columbia Asset Management 600 0 New Buy 2020-12-31
CPCM, LLC 598 0 New Buy 2020-12-31
FormulaFolio Investments, LLC 595 0 New Buy 2020-12-31
CB&T Wealth Management 573 0 New Buy 2020-12-31
RiverFront Investment Group, LLC 561 0 New Buy 2020-12-31
Haafor (Singapore) Pte. Ltd. 557 0 New Buy 2020-12-31
Tranquility Partners, LLC 538 0 New Buy 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 536 546 2% 2020-12-31
OSSIAM 535 20 2,575% 2020-12-31
Cooper Financial Group 532 0 New Buy 2020-12-31
Berman Capital Advisors, LLC 496 482 3% 2020-12-31
BerganKDV Wealth Management, LLC 384 0 New Buy 2020-12-31
Capital Asset Advisory Services LLC 340 0 New Buy 2020-12-31
SAGE PRIVATE WEALTH GROUP, LLC 332 0 New Buy 2020-12-31
Freedman Financial Associates, Inc. 287 0 New Buy 2020-12-31
Pacitti Group Inc. 279 279 No Change 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 277 435 36% 2020-12-31
Heritage Wealth Advisors 268 0 New Buy 2020-12-31
CHILDRESS CAPITAL ADVISORS, LLC 268 0 New Buy 2020-12-31
Altshuler Shaham Ltd 204 281 27% 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 193 181 7% 2020-12-31
Catalyst Capital Advisors LLC 185 0 New Buy 2020-12-31
tru Independence LLC 171 167 2% 2020-12-31
Winslow, Evans & Crocker, Inc. 170 170 No Change 2020-12-31
SALEM INVESTMENT COUNSELORS INC 155 81 91% 2020-12-31
Eudaimonia Partners, LLC 70 49,298 100% 2020-12-31
Capstone Triton Financial Group, LLC 143 0 New Buy 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 113 119 5% 2020-12-31
Concord Wealth Partners 97 0 New Buy 2020-12-31
Geo Capital Gestora de Recursos Ltd 92 0 New Buy 2020-12-31
CANADA PENSION PLAN INVESTMENT BOARD 77 29,293 100% 2020-12-31
ENCOMPASS WEALTH ADVISORS, LLC 77 0 New Buy 2020-12-31
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 77 0 New Buy 2020-12-31
Altus Wealth Group LLC 7 0 New Buy 2020-12-31
BOURGEON CAPITAL MANAGEMENT LLC 44 44 No Change 2020-12-31
BAINCO INTERNATIONAL INVESTORS 37 0 New Buy 2020-12-31
BDO Wealth Advisors, LLC 32 32 No Change 2020-12-31
CSat Investment Advisory, L.P. 0 1,357 Sold Out 2020-12-31
Aspire Private Capital, LLC 15 15 No Change 2020-12-31
Global Wealth Management Investment Advisory, Inc. 10 0 New Buy 2020-12-31
Accel Wealth Management 7 0 New Buy 2020-12-31
Resolute Advisors LLC 7 0 New Buy 2020-12-31
OVERBROOK MANAGEMENT CORP 0 7,895 Sold Out 2020-12-31
JACOBS LEVY EQUITY MANAGEMENT INC 0 17,573 Sold Out 2020-12-31
Ionic Capital Management LLC 0 88,420 Sold Out 2020-12-31
CLOUGH CAPITAL PARTNERS L P 0 26,990 Sold Out 2020-12-31
RBF Capital, LLC 0 22,500 Sold Out 2020-12-31
Petrus Trust Company, LTA 0 955 Sold Out 2020-12-31
A.R.T. Advisors, LLC 0 896 Sold Out 2020-12-31
Cipher Capital LP 0 5,833 Sold Out 2020-12-31
PDT Partners, LLC 0 801 Sold Out 2020-12-31
Capital Impact Advisors, LLC 0 6,359 Sold Out 2020-12-31
Winton Capital Group Ltd 0 2,108 Sold Out 2020-12-31
Lombard Odier Asset Management (Switzerland) SA 0 3,265 Sold Out 2020-12-31
Lombard Odier Asset Management (Europe) Ltd 0 2,331 Sold Out 2020-12-31
Marathon Trading Investment Management LLC 0 1,500 Sold Out 2020-12-31
IHT Wealth Management, LLC 0 2,711 Sold Out 2020-12-31
Braun-Bostich & Associates Inc. 0 991 Sold Out 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 0 75 Sold Out 2020-12-31
Apollon Wealth Management, LLC 0 1,143 Sold Out 2020-12-31
DUALITY ADVISERS, LP 0 5,310 Sold Out 2020-12-31
Neo Ivy Capital Management 0 935 Sold Out 2020-12-31
Biltmore Capital Advisors LLC 0 110 Sold Out 2020-12-31
Adams Wealth Management 0 99 Sold Out 2020-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 0 382 Sold Out 2020-12-31
Stevard, LLC 0 2,085 Sold Out 2020-12-31
JACKSON SQUARE CAPITAL, LLC 0 35 Sold Out 2020-12-31
Jump Financial, LLC 0 4,612 Sold Out 2020-12-31
BNC WEALTH MANAGEMENT, LLC 0 39 Sold Out 2020-12-31
JEPPSON WEALTH MANAGEMENT, LLC 0 288 Sold Out 2020-12-31
PACES FERRY WEALTH ADVISORS, LLC 0 54 Sold Out 2020-12-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*