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STOCK TICKER:
ISHARES TR SP US PFD   (ticker: PFF)
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
WELLS FARGO & CO/MN 10,418,177 10,658,614 2% 2021-03-31
UBS Group AG 8,200 7,296,247 100% 2021-03-31
LPL Financial CORP 5,069,405 4,846,617 5% 2021-03-31
ROYAL BANK OF CANADA 4,826,204 0 New Buy 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 4,570,282 4,281,558 7% 2021-03-31
FMR LLC 10 17 41% 2021-03-31
FIFTH THIRD BANCORP 2,752,640 2,671,744 3% 2021-03-31
EXCHANGE TRADED CONCEPTS, LLC 2,576,293 2,464,520 5% 2021-03-31
US BANCORP DE 2,039,373 1,946,197 5% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 1,743,733 1,633,769 7% 2021-03-31
FIRST INTERSTATE BANCSYSTEM INC 1,737,065 0 New Buy 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,443,224 1,447,904 0% 2021-03-31
Mariner Wealth Advisors, LLC 1,355,105 1,101,191 23% 2021-03-31
Edge Wealth Management LLC 1,298,494 1,160,317 12% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,181,357 1,226,405 4% 2021-03-31
FUKOKU MUTUAL LIFE INSURANCE Co 1,135,000 1,135,000 No Change 2021-03-31
Janney Montgomery Scott LLC 1,080,866 1,087,488 1% 2021-03-31
Raymond James Financial Services Advisors, Inc. 1,009,637 1,003,376 1% 2021-03-31
WELCH & FORBES LLC 996,279 933,941 7% 2021-03-31
RAYMOND JAMES & ASSOCIATES 958,088 1,009,929 5% 2021-03-31
Spectrum Asset Management, Inc. 831,691 1,073,073 22% 2021-03-31
MD Financial Management Inc. 821,887 785,667 5% 2021-03-31
J P MORGAN CHASE & CO 802,199 6,006,159 87% 2021-03-31
CONNING Asset Management Co. 781,359 781,359 No Change 2021-03-31
Insight Wealth Strategies, LLC 750,629 759,791 1% 2021-03-31
Summit Financial Wealth Advisors, LLC 659,633 639,940 3% 2021-03-31
HighTower Advisors, LLC 657,838 1,057,649 38% 2021-03-31
STEPHENS INC /AR/ 655,154 464,358 41% 2021-03-31
ADVISORS MANAGEMENT GROUP INC /ADV 620,704 265,593 134% 2021-03-31
Full Sail Capital, LLC 605,253 622,772 3% 2021-03-31
MML INVESTORS SERVICES, LLC 587,953 543,213 8% 2021-03-31
STIFEL FINANCIAL CORP 4,250 4,250 No Change 2021-03-31
COUNTRY TRUST BANK 568,984 410,484 39% 2021-03-31
Jaffetilchin Investment Partners, LLC 559,210 775,326 28% 2021-03-31
Intersect Capital LLC 558,288 649,316 14% 2021-03-31
SYNOVUS FINANCIAL CORP 547,399 594,282 8% 2021-03-31
Allegiant Private Advisors, LLC 544,767 590,958 8% 2021-03-31
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 533,973 314,538 70% 2021-03-31
Susquehanna International Group, LLP 489,046 394,372 24% 2021-03-31
Keebeck Wealth Management, LLC 433,725 433,725 No Change 2021-03-31
Renaissance Technologies(Jim Simons) 429,900 243,400 77% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 425,473 415,619 2% 2021-03-31
UNIONBANCAL CORP 421,491 360,496 17% 2021-03-31
Kestra Advisory Services, LLC 420,841 528,979 20% 2021-03-31
Quaker Wealth Management, LLC 412,885 363,020 14% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 11,694 0 New Buy 2021-03-31
Private Advisor Group, LLC 313,179 0 New Buy 2021-03-31
HUNTINGTON NATIONAL BANK 358,755 354,250 1% 2021-03-31
Hanlon Investment Management, Inc. 338,357 356,048 5% 2021-03-31
Fulton Breakefield Broenniman LLC 329,201 277,139 19% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 329,084 219,344 50% 2021-03-31
SPC Financial, Inc. 327,361 301,722 8% 2021-03-31
Rockefeller Capital Management L.P. 319,825 280,626 14% 2021-03-31
ATWOOD & PALMER INC 318,795 241,361 32% 2021-03-31
Creative Planning 172,543 158,068 9% 2021-03-31
Wharton Business Group, LLC 307,084 283,254 8% 2021-03-31
Polaris Wealth Advisers, LLC 303,247 324,653 7% 2021-03-31
Burns Wealth Management, Inc. 16,111 315,468 95% 2021-03-31
ALLIANCEBERNSTEIN L.P. 296,802 282,547 5% 2021-03-31
Autus Asset Management, LLC 294,840 249,509 18% 2021-03-31
Neuberger Berman Group LLC 293,998 175,513 68% 2021-03-31
Sowa Financial Group, Inc. 290,015 290,577 0% 2021-03-31
Parkside Investments, LLC 289,960 276,002 5% 2021-03-31
State of Tennessee, Treasury Department 283,800 604,900 53% 2021-03-31
Baltimore-Washington Financial Advisors, Inc. 281,803 281,146 0% 2021-03-31
Northside Capital Management, LLC 273,143 273,143 No Change 2021-03-31
Main Management LLC 272,477 216,422 26% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 259,356 217,017 20% 2021-03-31
AE Wealth Management LLC 245,637 165,425 48% 2021-03-31
BRAVE ASSET MANAGEMENT INC 242,872 207,093 17% 2021-03-31
NTV ASSET MANAGEMENT LLC 237,014 0 New Buy 2021-03-31
National Asset Management, Inc. 226,208 209,884 8% 2021-03-31
Aft, Forsyth & Sober, LLC 223,950 259,835 14% 2021-03-31
Westover Capital Advisors, LLC 223,864 219,779 2% 2021-03-31
Dynamic Advisors Solutions LLC 222,152 260,925 15% 2021-03-31
Goss Wealth Management LLC 221,830 212,603 4% 2021-03-31
Symmetry Partner, LLC 221,165 196,868 12% 2021-03-31
TAP Consulting, LLC 220,247 187,713 17% 2021-03-31
Moser Wealth Advisors, LLC 213,476 212,422 0% 2021-03-31
QUEST INVESTMENT MANAGEMENT INC/OR 211,609 296,616 29% 2021-03-31
BBVA USA BANCSHARES INC 211,189 226,520 7% 2021-03-31
WENDELL DAVID ASSOCIATES INC 194,637 183,387 6% 2021-03-31
Strategic Wealth Designers 193,494 0 New Buy 2021-03-31
FIRST NATIONAL TRUST CO 189,824 190,437 0% 2021-03-31
Keystone Financial Group 186,679 182,806 2% 2021-03-31
Traverso Chambers Private Wealth Management, LLC 185,719 174,982 6% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 11,520 154,387 93% 2021-03-31
Perella Weinberg Partners Capital Management LP 176,336 0 New Buy 2021-03-31
Cypress Wealth Services, LLC 174,949 173,450 1% 2021-03-31
Windsor Capital Management, LLC 173,398 175,798 1% 2021-03-31
Montecito Bank & Trust 170,985 147,835 16% 2021-03-31
Annex Advisory Services, LLC 169,878 170,208 0% 2021-03-31
FRANKLIN RESOURCES INC 169,128 167,184 1% 2021-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 165,962 165,125 1% 2021-03-31
Arkfeld Wealth Strategies, L.L.C. 161,695 161,676 0% 2021-03-31
CONGRESS ASSET MANAGEMENT CO /MA 161,534 0 New Buy 2021-03-31
FIRST HAWAIIAN BANK 158,551 234,734 32% 2021-03-31
Capital Advisors Wealth Management, LLC 157,918 0 New Buy 2021-03-31
Prospera Financial Services 154,411 135,453 14% 2021-03-31
H&H Retirement Design & Management INC 153,763 0 New Buy 2021-03-31
TrueNorth, Inc. 152,643 106,597 43% 2021-03-31
Blue Fin Capital, Inc. 152,447 143,260 6% 2021-03-31
Powell Investment Advisors, LLC 151,103 155,446 3% 2021-03-31
Oakmont Partners LLC 150,647 119,276 26% 2021-03-31
Jackson, Grant Investment Advisers, Inc. 148,665 131,834 13% 2021-03-31
CHATHAM CAPITAL GROUP, INC. 145,455 92,315 58% 2021-03-31
Shulman DeMeo Asset Management LLC 144,775 145,821 1% 2021-03-31
Kerntke Otto McGlone Wealth Management Group 141,951 141,031 1% 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 141,406 81,886 73% 2021-03-31
Bartlett & Co. LLC 141,127 154,953 9% 2021-03-31
FIERA SCEPTRE INC. 137,171 129,241 6% 2021-03-31
IBEX WEALTH ADVISORS 132,579 148,112 10% 2021-03-31
RFG Advisory Group, LLC 132,137 119,445 11% 2021-03-31
ROMAN BUTLER FULLERTON & CO 129,619 137,435 6% 2021-03-31
Sterling Investment Advisors, Ltd. 129,544 141,202 8% 2021-03-31
SCHRODER INVESTMENT MANAGEMENT GROUP 128,763 154,882 17% 2021-03-31
Atlas Private Wealth Advisors 128,678 108,903 18% 2021-03-31
Curbstone Financial Management Corp 126,020 110,700 14% 2021-03-31
Stratos Wealth Partners, LTD. 125,724 130,646 4% 2021-03-31
W.G. Shaheen & Associates DBA Whitney & Co 124,731 122,921 1% 2021-03-31
Miracle Mile Advisors, LLC 120,074 101,077 19% 2021-03-31
High Falls Advisors, Inc 119,802 237,519 50% 2021-03-31
Money Design Co.,Ltd. 118,369 0 New Buy 2021-03-31
Lido Advisors, LLC 117,676 120,889 3% 2021-03-31
Fieldpoint Private Securities, LLC 115,776 91,631 26% 2021-03-31
Prime Capital Investment Advisors, LLC 114,694 124,730 8% 2021-03-31
KEN ROBERTS INVESTMENT MANAGEMENT INC 114,349 114,652 0% 2021-03-31
HERON FINANCIAL GROUP, LLC 112,708 112,240 0% 2021-03-31
HOWARD WEALTH MANAGEMENT, LLC 112,242 110,361 2% 2021-03-31
Sageworth Trust Co 110,704 110,704 No Change 2021-03-31
Country Club Trust Company, n.a. 108,866 84,912 28% 2021-03-31
Charles Schwab Trust Co 108,606 69,390 57% 2021-03-31
BURNS J W & CO INC/NY 108,603 108,327 0% 2021-03-31
Great Diamond Partners, LLC 104,851 0 New Buy 2021-03-31
ST GERMAIN D J CO INC 103,186 105,073 2% 2021-03-31
HSBC HOLDINGS PLC 102,921 103,196 0% 2021-03-31
Sigma Planning Corp 100,930 99,324 2% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 98,894 105,753 6% 2021-03-31
SAX WEALTH ADVISORS, LLC 98,741 0 New Buy 2021-03-31
Berson & Corrado Investment Advisors, LLC 98,240 64,045 53% 2021-03-31
Sound View Wealth Advisors Group, LLC 95,853 97,479 2% 2021-03-31
Mutual Advisors, LLC 94,305 93,108 1% 2021-03-31
DAVIDSON D A & CO 93,964 106,888 12% 2021-03-31
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 91,596 6,996 1,209% 2021-03-31
SALEM INVESTMENT COUNSELORS INC 90,475 90,225 0% 2021-03-31
J.W. COLE ADVISORS, INC. 89,567 85,570 5% 2021-03-31
HMS Capital Management, LLC 88,723 8,219 979% 2021-03-31
Pure Financial Advisors, Inc. 88,274 39,637 123% 2021-03-31
PETTYJOHN CO 87,100 84,100 4% 2021-03-31
Centric Wealth Management 87,020 0 New Buy 2021-03-31
Independence Bank of Kentucky 85,640 74,040 16% 2021-03-31
SUMMIT FINANCIAL GROUP INC 84,979 65,920 29% 2021-03-31
OPPENHEIMER & CO INC 84,645 73,875 15% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 84,555 79,809 6% 2021-03-31
DUNCKER STREETT & CO INC 84,455 100,456 16% 2021-03-31
WHITTIER TRUST CO 83,967 83,109 1% 2021-03-31
GLENVIEW STATE BANK TRUST DEPT. 83,739 85,652 2% 2021-03-31
Northwest Bancshares, Inc. 83,337 63,486 31% 2021-03-31
AJ WEALTH STRATEGIES, LLC 82,957 82,827 0% 2021-03-31
Paulson Wealth Management Inc. 82,900 74,356 11% 2021-03-31
MACKENZIE FINANCIAL CORP 82,027 82,027 No Change 2021-03-31
PROEQUITIES, INC. 81,962 82,472 1% 2021-03-31
WADE G W & INC 80,809 73,875 9% 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 80,808 85,124 5% 2021-03-31
IFP Advisors, Inc 80,333 82,492 3% 2021-03-31
Liberty Capital Management, Inc. 80,273 62,683 28% 2021-03-31
HCR Wealth Advisors 80,248 113,906 30% 2021-03-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 79,590 0 New Buy 2021-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 78,977 81,481 3% 2021-03-31
KCM INVESTMENT ADVISORS LLC 78,511 123,863 37% 2021-03-31
LFA - Lugano Financial Advisors SA 77,265 85,664 10% 2021-03-31
Day & Ennis, LLC 75,940 81,448 7% 2021-03-31
Mathes Company, Inc. 75,750 68,750 10% 2021-03-31
BANTA ASSET MANAGEMENT LP 75,230 248,325 70% 2021-03-31
Joseph P. Lucia & Associates, LLC 74,681 77,972 4% 2021-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 73,719 59,319 24% 2021-03-31
NBT BANK N A /NY 73,456 72,826 1% 2021-03-31
Brookstone Capital Management 72,860 83,139 12% 2021-03-31
GREENWOOD CAPITAL ASSOCIATES LLC 72,424 50,286 44% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 71,964 72,168 0% 2021-03-31
Patriot Investment Management Inc. 71,941 47,211 52% 2021-03-31
TCG Advisory Services, LLC 71,840 86,640 17% 2021-03-31
Compass Financial Group, Inc. 71,557 72,038 1% 2021-03-31
Winfield Associates, Inc. 71,544 71,330 0% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 69,348 59,545 16% 2021-03-31
Beacon Harbor Wealth Advisors, Inc. 68,705 62,252 10% 2021-03-31
YCMNET ADVISORS INC 68,043 62,993 8% 2021-03-31
NVWM, LLC 67,566 66,482 2% 2021-03-31
Community Bank, N.A. 66,341 60,946 9% 2021-03-31
Chronos Wealth Management, LLC 66,284 67,834 2% 2021-03-31
AdvisorNet Financial, Inc 64,675 60,850 6% 2021-03-31
MMA ASSET MANAGEMENT LLC 64,533 36,906 75% 2021-03-31
LINCOLN NATIONAL CORP 64,422 60,620 6% 2021-03-31
BROOKS, MOORE & ASSOCIATES, INC. 63,982 59,782 7% 2021-03-31
CITY HOLDING CO 63,840 58,940 8% 2021-03-31
Coastal Investment Advisors, Inc. 63,774 64,158 1% 2021-03-31
Flaharty Asset Management, LLC 63,699 63,848 0% 2021-03-31
WESBANCO BANK INC 63,171 0 New Buy 2021-03-31
TFG Advisers LLC 63,121 61,357 3% 2021-03-31
Norway Savings Bank 61,875 51,546 20% 2021-03-31
Cordatus Wealth Management LLC 61,855 45,786 35% 2021-03-31
People's United Financial, Inc. 61,694 49,469 25% 2021-03-31
HAVERFORD TRUST CO 60,883 57,573 6% 2021-03-31
Telos Capital Management, Inc. 60,574 54,385 11% 2021-03-31
LeJeune Puetz Investment Counsel LLC 58,581 54,821 7% 2021-03-31
We Are One Seven, LLC 58,278 30,757 89% 2021-03-31
Chicago Partners Investment Group LLC 57,716 58,457 1% 2021-03-31
CMG Global Holdings, LLC 57,250 0 New Buy 2021-03-31
Regal Investment Advisors, LLC 56,902 279,629 80% 2021-03-31
Strategic Wealth Advisors Group,Inc. 56,723 57,920 2% 2021-03-31
First National Bank of South Miami 56,662 54,424 4% 2021-03-31
Uniplan Investment Counsel, Inc. 56,511 60,465 7% 2021-03-31
Financial Advocates Investment Management 56,306 19,622 187% 2021-03-31
Slow Capital, Inc. 56,024 49,280 14% 2021-03-31
SCBT FINANCIAL CORP 55,572 0 New Buy 2021-03-31
FOCUS Wealth Advisors, LLC 54,858 54,169 1% 2021-03-31
Altium Wealth Management LLC 54,626 59,258 8% 2021-03-31
DT Investment Partners, LLC 53,626 49,408 9% 2021-03-31
PINNACLE ASSOCIATES LTD 52,465 51,870 1% 2021-03-31
Lighthouse Financial Advisors, Inc. 52,224 0 New Buy 2021-03-31
SONATA CAPITAL GROUP INC 52,062 52,847 1% 2021-03-31
Western Wealth Management, LLC 50,381 49,192 2% 2021-03-31
WHITE PINE CAPITAL LLC 49,789 49,296 1% 2021-03-31
Traynor Capital Management, Inc. 49,183 42,078 17% 2021-03-31
HBK Sorce Advisory LLC 48,459 94,314 49% 2021-03-31
MONTAG A & ASSOCIATES INC 48,452 58,402 17% 2021-03-31
Foundations Investment Advisors, LLC 48,105 920,721 95% 2021-03-31
North Star Investment Management Corp. 47,855 46,809 2% 2021-03-31
Voya Financial Advisors, Inc. 47,796 39,310 22% 2021-03-31
GSB Wealth Management, LLC 47,484 0 New Buy 2021-03-31
Laurel Wealth Advisors LLC 47,390 38,760 22% 2021-03-31
Lineweaver Wealth Advisors, LLC 47,184 53,671 12% 2021-03-31
PFG Advisors 46,893 47,420 1% 2021-03-31
David J Yvars Group 46,798 49,945 6% 2021-03-31
BRYN MAWR TRUST CO/PA 46,480 49,911 7% 2021-03-31
FIRST MANHATTAN CO 46,450 0 New Buy 2021-03-31
Buffington Mohr McNeal 46,135 46,035 0% 2021-03-31
Bath Savings Trust Co 46,030 45,690 1% 2021-03-31
Private Advisory Group LLC 45,488 23,497 94% 2021-03-31
New England Private Wealth Advisors LLC 45,233 34,335 32% 2021-03-31
PRUDENTIAL CORP PLC 45,000 80,000 44% 2021-03-31
Veritable, L.P. 44,950 43,118 4% 2021-03-31
Hanson McClain, Inc. 44,490 36,564 22% 2021-03-31
Baldrige Asset Management LLC 44,289 37,253 19% 2021-03-31
M&T BANK CORP 44,151 64,722 32% 2021-03-31
CENTAURUS FINANCIAL, INC. 43,991 33,958 30% 2021-03-31
BRIGHTON JONES LLC 43,720 43,650 0% 2021-03-31
Monument Capital Management 43,524 24,224 80% 2021-03-31
FIRST NATIONAL CORP /MA/ /ADV 43,026 49,190 13% 2021-03-31
Key FInancial Inc 42,618 40,074 6% 2021-03-31
LBMC INVESTMENT ADVISORS, LLC 42,089 43,831 4% 2021-03-31
Essex Financial Services, Inc. 41,611 35,462 17% 2021-03-31
Avestar Capital, LLC 41,502 15,472 168% 2021-03-31
Raub Brock Capital Management LP 41,475 28,400 46% 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 40,855 41,265 1% 2021-03-31
XML Financial, LLC 40,406 40,062 1% 2021-03-31
Petix & Botte Co 40,403 21,312 90% 2021-03-31
ASPIREON WEALTH ADVISORS 40,000 0 New Buy 2021-03-31
Bank of Marin 39,898 44,154 10% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 39,369 39,369 No Change 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 39,246 39,476 1% 2021-03-31
Golden Green, Inc. 39,129 92,902 58% 2021-03-31
Advisors Preferred, LLC 38,600 29,300 32% 2021-03-31
SMITH SHELLNUT WILSON LLC /ADV 38,379 38,118 1% 2021-03-31
GUGGENHEIM CAPITAL LLC 38,378 15,018 156% 2021-03-31
Providence First Trust Co 38,365 36,916 4% 2021-03-31
CAPITAL CITY TRUST CO/FL 37,916 37,916 No Change 2021-03-31
Johnson Financial Group, Inc. 37,787 37,787 No Change 2021-03-31
SP Asset Management 37,595 36,338 3% 2021-03-31
FOUNDERS FINANCIAL SECURITIES LLC 36,412 39,103 7% 2021-03-31
ROOSEVELT INVESTMENT GROUP INC 35,254 18,956 86% 2021-03-31
Lloyd Advisory Services, LLC. 34,592 0 New Buy 2021-03-31
KARPAS STRATEGIES LLC 34,375 34,375 No Change 2021-03-31
FORTEM FINANCIAL GROUP, LLC 34,312 33,687 2% 2021-03-31
Northstar Advisory Group, LLC 33,947 35,383 4% 2021-03-31
Comprehensive Portfolio Management, LLC 33,507 33,565 0% 2021-03-31
Strategic Financial Group, LLC 33,404 27,892 20% 2021-03-31
Bellecapital International Ltd. 33,349 33,299 0% 2021-03-31
Princeton Global Asset Management LLC 33,342 31,166 7% 2021-03-31
RAYMOND JAMES TRUST CO 33,228 29,058 14% 2021-03-31
IndexIQ Advisors LLC 33,197 7,744 329% 2021-03-31
Stelac Advisory Services LLC 33,173 32,729 1% 2021-03-31
Aviance Capital Partners, LLC 33,146 33,624 1% 2021-03-31
Sowell Financial Services LLC 33,121 22,674 46% 2021-03-31
Meridian Wealth Advisors, LLC 33,108 0 New Buy 2021-03-31
Ironwood Wealth Management, llc 32,768 33,787 3% 2021-03-31
FMA ADVISORY INC 32,643 0 New Buy 2021-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 32,593 40,403 19% 2021-03-31
DAVENPORT & CO LLC 32,501 30,841 5% 2021-03-31
CALTON & ASSOCIATES, INC. 32,328 39,472 18% 2021-03-31
IFG Advisory, LLC 32,208 30,531 5% 2021-03-31
Verity Asset Management, Inc. 32,035 38,502 17% 2021-03-31
Willis Johnson & Associates, Inc. 30,045 0 New Buy 2021-03-31
STALEY CAPITAL ADVISERS INC 31,100 31,100 No Change 2021-03-31
ROBBINS FARLEY LLC 31,061 0 New Buy 2021-03-31
Ronna Sue Cohen 30,911 39 79,159% 2021-03-31
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 29,868 29,764 0% 2021-03-31
CULBERTSON A N & CO INC 29,814 27,734 7% 2021-03-31
FIRST AMERICAN TRUST CO 29,258 12,943 126% 2021-03-31
Pinnacle Wealth Management Advisory Group, LLC 28,920 26,925 7% 2021-03-31
WEATHERLY ASSET MANAGEMENT LP /ADV 28,843 28,611 1% 2021-03-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 28,266 25,266 12% 2021-03-31
JEFFERIES GROUP INC /DE/ 27,934 0 New Buy 2021-03-31
Shilanski & Associates, Inc. 27,932 0 New Buy 2021-03-31
WRAPMANAGER INC 27,766 23,616 18% 2021-03-31
First Financial Bank, N.A. - Trust Division 27,558 24,235 14% 2021-03-31
OPUS INVESTMENT MANAGEMENT INC 27,558 27,558 No Change 2021-03-31
King Wealth Management Group, LLC 27,413 26,976 2% 2021-03-31
ZEKE CAPITAL ADVISORS, LLC 27,322 27,322 No Change 2021-03-31
SeaCrest Wealth Management, LLC 27,162 27,594 2% 2021-03-31
DB Wealth Management Group, LLC 27,058 27,877 3% 2021-03-31
Occidental Asset Management, LLC 26,338 24,124 9% 2021-03-31
Detalus Advisors, LLC 26,082 25,082 4% 2021-03-31
Guidance Point Advisors, LLC 25,872 24,958 4% 2021-03-31
LifePro Asset Management 25,722 19,042 35% 2021-03-31
Kovack Advisors, Inc. 25,548 24,676 4% 2021-03-31
Valmark Advisers, Inc. 25,393 24,319 4% 2021-03-31
Parallel Advisors, LLC 25,162 8,279 204% 2021-03-31
Moors & Cabot, Inc. 24,758 26,250 6% 2021-03-31
Aft, Forsyth & Company, Inc. 24,735 24,582 1% 2021-03-31
EQ LLC 24,726 26,400 6% 2021-03-31
TCTC Holdings, LLC 24,652 29,201 16% 2021-03-31
Carnick & Kubik Group, LLC 24,513 23,359 5% 2021-03-31
SHUFRO ROSE & CO LLC 24,485 22,085 11% 2021-03-31
Yale Capital CORP 24,182 24,173 0% 2021-03-31
Sawtooth Asset Management, Inc. 23,992 119,600 80% 2021-03-31
Joel Isaacson & Co., LLC 23,789 20,025 19% 2021-03-31
NORTHERN TRUST CORP 23,670 23,260 2% 2021-03-31
HARVEST VOLATILITY MANAGEMENT LLC 23,573 27,188 13% 2021-03-31
Sound Income Strategies, LLC 23,340 36,301 36% 2021-03-31
Dorsey & Whitney Trust CO LLC 23,300 0 New Buy 2021-03-31
SAGE RHINO CAPITAL LLC 23,206 20,135 15% 2021-03-31
Carmichael Hill & Associates, Inc. 23,107 24,430 5% 2021-03-31
Buckingham Asset Management, LLC 22,939 16,180 42% 2021-03-31
Koshinski Asset Management, Inc. 22,805 0 New Buy 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 22,747 0 New Buy 2021-03-31
SkyOak Wealt, LLC 22,559 21,830 3% 2021-03-31
NOTTINGHAM ADVISORS, INC. 22,329 21,580 3% 2021-03-31
TIAA, FSB 22,243 0 New Buy 2021-03-31
Cutler Group LP 700 26,100 97% 2021-03-31
Claybrook Capital, LLC 21,600 16,400 32% 2021-03-31
Titus Wealth Management 21,470 21,811 2% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 21,195 17,996 18% 2021-03-31
Sheaff Brock Investment Advisors, LLC 21,143 18,429 15% 2021-03-31
MCDONALD PARTNERS LLC 20,912 20,912 No Change 2021-03-31
WealthBridge Capital Management, LLC 20,650 19,159 8% 2021-03-31
MONTICELLO WEALTH MANAGEMENT, LLC 20,501 18,816 9% 2021-03-31
Elk River Wealth Management, LLC 20,309 19,809 3% 2021-03-31
SMITH, MOORE & CO. 20,123 21,179 5% 2021-03-31
Sterling Financial Planning, Inc. 20,040 22,283 10% 2021-03-31
LEVIN CAPITAL STRATEGIES, L.P. 20,000 0 New Buy 2021-03-31
Evolution Wealth Advisors, LLC 19,864 17,774 12% 2021-03-31
HOHIMER WEALTH MANAGEMENT, LLC 19,680 17,215 14% 2021-03-31
Asset Advisors Investment Management, LLC 19,525 17,625 11% 2021-03-31
Benedetti & Gucer, Inc. 19,405 0 New Buy 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 19,287 19,287 No Change 2021-03-31
Falcon Wealth Planning 19,184 21,257 10% 2021-03-31
Summit X, LLC 18,833 23,693 21% 2021-03-31
RDA Financial Network 18,830 0 New Buy 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 18,767 21,297 12% 2021-03-31
Rathbone Brothers plc 18,732 18,732 No Change 2021-03-31
Waldron, LP 18,539 18,539 No Change 2021-03-31
RMR Wealth Builders 18,480 2,000 824% 2021-03-31
E&G Advisors, LP 18,476 18,496 0% 2021-03-31
EFG Asset Management (Americas) Corp. 18,382 12,974 42% 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 18,045 20,252 11% 2021-03-31
CWM, LLC 18,013 36,089 50% 2021-03-31
Alpha Omega Wealth Management LLC 17,901 17,553 2% 2021-03-31
greenwich Wealth Management LLC 17,542 0 New Buy 2021-03-31
FIRST MERCHANTS CORP 17,447 20,703 16% 2021-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 17,394 17,288 1% 2021-03-31
SAGE FINANCIAL GROUP INC 17,137 15,701 9% 2021-03-31
JFS WEALTH ADVISORS, LLC 17,087 17,371 2% 2021-03-31
GoalVest Advisory LLC 17,060 24,821 31% 2021-03-31
MV Capital Management, Inc. 16,960 60,093 72% 2021-03-31
Sabal Trust CO 16,942 16,942 No Change 2021-03-31
Weaver Consulting Group 16,423 16,091 2% 2021-03-31
Tradition Wealth Management, LLC 16,348 15,493 6% 2021-03-31
REIK & CO., LLC 16,340 8,450 93% 2021-03-31
STATE BANK & TRUST 16,258 16,258 No Change 2021-03-31
AMJ Financial Wealth Management 16,174 0 New Buy 2021-03-31
Relative Value Partners Group, LLC 16,172 15,060 7% 2021-03-31
ProVise Management Group, LLC 15,985 15,985 No Change 2021-03-31
Cypress Capital Group 15,658 15,683 0% 2021-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15,329 15,329 No Change 2021-03-31
TWO SIGMA SECURITIES, LLC 15,206 0 New Buy 2021-03-31
CHARTER TRUST CO 15,125 15,125 No Change 2021-03-31
FULTON BANK, N.A. 15,115 15,115 No Change 2021-03-31
Cohen Klingenstein, LLC 15,000 0 New Buy 2021-03-31
NEXT Financial Group, Inc 2,633 2,633 No Change 2021-03-31
Windsor Group LTD 14,973 12,223 22% 2021-03-31
Integrated Wealth Concepts LLC 14,937 9,836 52% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 14,822 14,522 2% 2021-03-31
Good Life Advisors, LLC 14,743 16,409 10% 2021-03-31
FineMark National Bank & Trust 14,645 13,812 6% 2021-03-31
RSM US WEALTH MANAGEMENT LLC 14,624 14,512 1% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 14,268 14,990 5% 2021-03-31
Magnus Financial Group LLC 14,127 13,607 4% 2021-03-31
WATERS PARKERSON & CO INC 14,049 14,049 No Change 2021-03-31
GeoWealth Management, LLC 13,927 166,704 92% 2021-03-31
Feltz Wealth PLAN Inc. 13,899 15,036 8% 2021-03-31
Hochman Cole Investment Advisors, Inc. 13,879 0 New Buy 2021-03-31
WEST CHESTER CAPITAL ADVISORS, INC 13,870 13,870 No Change 2021-03-31
INGALLS & SNYDER LLC 13,864 13,764 1% 2021-03-31
JT Stratford LLC 13,752 10,948 26% 2021-03-31
Texas Capital Bank Wealth Management Services Inc 13,727 12,044 14% 2021-03-31
Samalin Investment Counsel, LLC 13,703 13,134 4% 2021-03-31
HOLLENCREST SECURITIES LLC 13,689 26,545 48% 2021-03-31
WESTWOOD HOLDINGS GROUP INC 13,663 8,472 61% 2021-03-31
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 13,630 13,630 No Change 2021-03-31
Financial Engines Advisors L.L.C. 13,588 13,793 1% 2021-03-31
Union Bankshares Corp 13,582 12,102 12% 2021-03-31
Somerset Trust Co 13,491 13,491 No Change 2021-03-31
Endurance Wealth Management, Inc. 13,235 13,265 0% 2021-03-31
Bristlecone Advisors, LLC 13,224 13,224 No Change 2021-03-31
AlphaStar Capital Management, LLC 13,156 16,512 20% 2021-03-31
SFMG, LLC 13,148 13,497 3% 2021-03-31
USCA RIA LLC 13,135 11,235 17% 2021-03-31
Procyon Private Wealth Partners, LLC 13,071 0 New Buy 2021-03-31
Cottage Street Advisors LLC 13,059 13,057 0% 2021-03-31
KLINGENSTEIN FIELDS & CO LLC 13,010 13,010 No Change 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 12,943 7,790 66% 2021-03-31
Jacobi Capital Management LLC 12,922 12,239 6% 2021-03-31
A. D. Beadell Investment Counsel, Inc. 12,825 12,825 No Change 2021-03-31
Lenox Wealth Advisors, Inc. 12,796 12,796 No Change 2021-03-31
Cypress Capital Management LLC (WY) 12,779 12,779 No Change 2021-03-31
Mattern Wealth Management LLC 12,741 12,738 0% 2021-03-31
Somerset Group LLC 12,650 12,650 No Change 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 12,546 0 New Buy 2021-03-31
PRUDENTIAL FINANCIAL INC 12,484 9,731 28% 2021-03-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 12,476 10,676 17% 2021-03-31
Venture Visionary Partners LLC 12,312 15,020 18% 2021-03-31
FAGAN ASSOCIATES, INC. 12,243 11,948 2% 2021-03-31
Van Hulzen Asset Management, LLC 12,214 12,559 3% 2021-03-31
Curi Wealth Management, LLC 12,151 8,324 46% 2021-03-31
Granite Investment Advisors, Inc. 12,000 17,500 31% 2021-03-31
Retirement Group, LLC 11,810 12,105 2% 2021-03-31
Coastal Capital Group, Inc. 11,657 11,621 0% 2021-03-31
Laurel Wealth Advisors, Inc. 11,504 10,255 12% 2021-03-31
NewEdge Wealth, LLC 11,471 0 New Buy 2021-03-31
Keudell/Morrison Wealth Management 11,168 11,168 No Change 2021-03-31
Kingfisher Capital LLC 11,137 10,362 7% 2021-03-31
CapWealth Advisors, LLC 11,023 10,869 1% 2021-03-31
WSFS CAPITAL MANAGEMENT, LLC 10,941 10,941 No Change 2021-03-31
GRAND JEAN CAPITAL MANAGEMENT INC 10,935 10,935 No Change 2021-03-31
Ballast, Inc. 10,930 9,970 10% 2021-03-31
TCI Wealth Advisors, Inc. 10,835 9,979 9% 2021-03-31
Stolper Co 10,819 11,014 2% 2021-03-31
Wealthcare Advisory Partners LLC 10,791 8,017 35% 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 10,690 4,270 150% 2021-03-31
ARGI Investment Services, LLC 10,689 0 New Buy 2021-03-31
Global Trust Asset Management, LLC 10,688 10,853 2% 2021-03-31
Meristem, LLP 10,511 10,511 No Change 2021-03-31
IPG Investment Advisors LLC 10,305 0 New Buy 2021-03-31
D'Orazio & Associates, Inc. 10,304 10,064 2% 2021-03-31
STABLEFORD CAPITAL II LLC 0 10,088 Sold Out 2021-03-31
Ausdal Financial Partners, Inc. 10,273 13,020 21% 2021-03-31
Golden State Equity Partners 10,236 10,547 3% 2021-03-31
Global Retirement Partners, LLC 10,215 7,749 32% 2021-03-31
Icon Wealth Partners, LLC 10,069 0 New Buy 2021-03-31
TELEMUS CAPITAL, LLC 10,000 10,000 No Change 2021-03-31
UNITED MARITIME CAPITAL LLC 10,000 0 New Buy 2021-03-31
Vigilare Wealth Management 9,912 5,354 85% 2021-03-31
Garrett Investment Advisors LLC 9,908 8,575 16% 2021-03-31
Patriot Financial Group Insurance Agency, LLC 9,877 9,873 0% 2021-03-31
Interactive Financial Advisors 9,834 15,595 37% 2021-03-31
ENCORE BANK NA 9,831 9,831 No Change 2021-03-31
UNIVEST CORP OF PENNSYLVANIA 9,814 9,814 No Change 2021-03-31
INVESTMENT HOUSE LLC 9,772 10,468 7% 2021-03-31
OPTIMUM INVESTMENT ADVISORS 9,688 9,688 No Change 2021-03-31
GIRARD PARTNERS LTD. 9,641 10,347 7% 2021-03-31
Latitude Advisors, LLC 9,623 31,668 70% 2021-03-31
Soltis Investment Advisors LLC 9,614 9,158 5% 2021-03-31
DELPHI FINANCIAL GROUP INC/DE 9,542 0 New Buy 2021-03-31
Red Spruce Capital, LLC 9,446 6,073 56% 2021-03-31
GenWealth Group, Inc. 9,342 9,342 No Change 2021-03-31
HANCOCK HOLDING CO 9,324 39,284 76% 2021-03-31
Summit Trail Advisors, LLC 9,280 7,280 27% 2021-03-31
Karn, Couzens & Associates, Inc. 9,193 6,657 38% 2021-03-31
TD Capital Management LLC 9,090 5,820 56% 2021-03-31
Arkadios Wealth Advisors 9,060 6,486 40% 2021-03-31
Meridian Wealth Management, LLC 9,037 9,398 4% 2021-03-31
Gerber Kawasaki Wealth & Investment Management 9,019 8,330 8% 2021-03-31
MAGNOLIA CAPITAL ADVISORS LLC 8,994 8,880 1% 2021-03-31
Southern Wealth Management, LLP 8,965 8,656 4% 2021-03-31
Austin Private Wealth, LLC 8,922 35,177 75% 2021-03-31
CULLEN FROST BANKERS INC 8,830 8,828 0% 2021-03-31
SCOTIA CAPITAL INC. 8,768 0 New Buy 2021-03-31
Sequoia Financial Advisors, LLC 8,761 9,036 3% 2021-03-31
Mechanics Bank Trust Department 8,705 15,790 45% 2021-03-31
Cornell Pochily Investment Advisors, Inc. 8,701 9,335 7% 2021-03-31
EVOKE WEALTH, LLC 8,700 8,700 No Change 2021-03-31
Kalos Management, Inc. 8,544 6,851 25% 2021-03-31
Concorde Asset Management, LLC 0 9,140 Sold Out 2021-03-31
CVA Family Office, LLC 8,475 0 New Buy 2021-03-31
Mirae Asset Global Investments Co., Ltd. 8,390 12,500 33% 2021-03-31
Merrion Investment Management Co, LLC 8,300 8,300 No Change 2021-03-31
MIRSKY FINANCIAL MANAGEMENT CORP. 8,279 0 New Buy 2021-03-31
GAMBLE JONES INVESTMENT COUNSEL 8,275 8,602 4% 2021-03-31
Alpha Cubed Investments, LLC 8,265 11,308 27% 2021-03-31
Winthrop Advisory Group LLC 8,248 8,248 No Change 2021-03-31
Omega Financial Group, LLC 8,197 7,667 7% 2021-03-31
Moloney Securities Asset Management, LLC 8,185 0 New Buy 2021-03-31
Wealth Enhancement & Preservation of GA, LLC 8,172 8,201 0% 2021-03-31
1ST SOURCE BANK 8,079 7,588 6% 2021-03-31
Jacobsen Capital Management 8,070 9,130 12% 2021-03-31
Harvest Investment Services, LLC 8,051 8,002 1% 2021-03-31
Paradigm Financial Advisors, LLC 7,995 9,723 18% 2021-03-31
Maryland Capital Management, LLC 7,922 0 New Buy 2021-03-31
Security National Bank 7,779 7,779 No Change 2021-03-31
RMB Capital Management, LLC 7,745 7,745 No Change 2021-03-31
Pinnacle Advisory Group, Inc. 7,741 0 New Buy 2021-03-31
Argent Advisors, Inc. 7,662 7,662 No Change 2021-03-31
White Lighthouse Investment Management Inc. 7,629 6,429 19% 2021-03-31
Mayfair Advisory Group, LLC 7,612 7,612 No Change 2021-03-31
Mine & Arao Wealth Creation & Management, LLC. 7,566 7,507 1% 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 7,538 4,802 57% 2021-03-31
HUDSON CANYON INVESTMENT COUNSELORS LLC 7,526 8,517 12% 2021-03-31
Nikulski Financial, Inc. 7,479 10,213 27% 2021-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 7,420 5,645 31% 2021-03-31
Milestone Advisory Partners 7,400 7,400 No Change 2021-03-31
Aptus Capital Advisors, LLC 7,343 9,123 20% 2021-03-31
Adams Asset Advisors, LLC 7,307 7,307 No Change 2021-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 7,279 7,279 No Change 2021-03-31
MARATHON CAPITAL MANAGEMENT 7,275 7,225 1% 2021-03-31
Mayflower Financial Advisors, LLC 6,555 0 New Buy 2021-03-31
MOSELEY INVESTMENT MANAGEMENT INC 7,205 8,225 12% 2021-03-31
Capital Investment Advisory Services, LLC 7,187 12,582 43% 2021-03-31
Williams Jones Wealth Management, LLC. 7,116 7,000 2% 2021-03-31
LATEEF INVESTMENT MANAGEMENT/CA 7,115 7,115 No Change 2021-03-31
ASSOCIATED BANC-CORP 7,074 9,529 26% 2021-03-31
Vantage Financial Partners Ltd., Inc. 7,055 7,555 7% 2021-03-31
Lakeview Capital Partners, LLC 7,026 7,125 1% 2021-03-31
Lumature Wealth Partners, LLC 7,000 9,391 25% 2021-03-31
Rosenberg Matthew Hamilton 6,966 0 New Buy 2021-03-31
Core Wealth Advisors, Inc. 6,911 7,139 3% 2021-03-31
Emerald Investment Partners, LLC 6,900 14,089 51% 2021-03-31
Virtue Capital Management, LLC 6,891 20,324 66% 2021-03-31
NAPLES GLOBAL ADVISORS, LLC 6,835 9,375 27% 2021-03-31
Signature Wealth Management Partners, LLC 6,772 0 New Buy 2021-03-31
Prudent Man Advisors, LLC 6,724 0 New Buy 2021-03-31
Hexagon Capital Partners LLC 6,690 4,591 46% 2021-03-31
ROCKLAND TRUST CO 6,638 9,141 27% 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,621 5,817 14% 2021-03-31
Financial Network Wealth Management LLC 6,564 7,304 10% 2021-03-31
LS Investment Advisors, LLC 6,550 6,550 No Change 2021-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 6,511 0 New Buy 2021-03-31
Apella Capital, LLC 6,508 8,075 19% 2021-03-31
Carroll Financial Associates, Inc. 6,480 5,948 9% 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 6,457 6,457 No Change 2021-03-31
Benchmark Wealth Management, LLC 6,414 6,414 No Change 2021-03-31
Aurora Private Wealth, Inc. 6,319 8,152 22% 2021-03-31
Segment Wealth Management, LLC 6,230 6,230 No Change 2021-03-31
Crewe Advisors LLC 6,182 6,182 No Change 2021-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 6,160 7,296 16% 2021-03-31
South Shore Capital Advisors 6,143 0 New Buy 2021-03-31
Evanson Asset Management, LLC 6,142 6,145 0% 2021-03-31
Round Rock Advisors, LLC 6,110 6,526 6% 2021-03-31
Raab & Moskowitz Asset Management LLC 6,006 6,006 No Change 2021-03-31
KMG FIDUCIARY PARTNERS, LLC 6,004 5,925 1% 2021-03-31
UNITED BANK /VA/ 6,000 6,000 No Change 2021-03-31
Ipswich Investment Management Co., Inc. 5,994 5,994 No Change 2021-03-31
M Holdings Securities, Inc. 5,943 0 New Buy 2021-03-31
Beaumont Financial Partners, LLC 5,938 14,587 59% 2021-03-31
FIRST NATIONAL BANK OF OMAHA 5,923 8,323 29% 2021-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 5,909 6,326 7% 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 5,840 5,840 No Change 2021-03-31
GPS Wealth Strategies Group, LLC 5,838 0 New Buy 2021-03-31
Wealth Dimensions Group, Ltd. 5,806 0 New Buy 2021-03-31
Palisade Asset Management, LLC 5,785 5,785 No Change 2021-03-31
Carnegie Capital Asset Management, LLC 5,728 5,228 10% 2021-03-31
Executive Wealth Management, LLC 5,649 5,725 1% 2021-03-31
HoyleCohen, LLC 5,645 5,645 No Change 2021-03-31
Capital Investment Advisors, LLC 5,581 0 New Buy 2021-03-31
Conestoga Capital Advisors, LLC 5,531 0 New Buy 2021-03-31
Calamos Advisors LLC 5,525 5,525 No Change 2021-03-31
Jackson Hole Capital Partners, LLC 5,524 3,284 68% 2021-03-31
Journey Advisory Group, LLC 5,513 5,513 No Change 2021-03-31
Allen Capital Group, LLC 5,487 5,737 4% 2021-03-31
HARBOUR INVESTMENTS, INC. 5,443 0 New Buy 2021-03-31
Fernwood Investment Management, LLC 5,430 5,430 No Change 2021-03-31
Concentrum Wealth Management 5,380 8,101 34% 2021-03-31
Beacon Financial Advisory LLC 5,366 0 New Buy 2021-03-31
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 5,285 0 New Buy 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 5,280 0 New Buy 2021-03-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,250 0 New Buy 2021-03-31
Financial Insights, Inc. 5,244 6,054 13% 2021-03-31
Strategic Advisors LLC 5,230 6,547 20% 2021-03-31
PERSONAL CFO SOLUTIONS, LLC 5,211 0 New Buy 2021-03-31
Harbour Capital Advisors, LLC 5,200 0 New Buy 2021-03-31
Focused Wealth Management, Inc 5,145 5,162 0% 2021-03-31
Founders Financial Alliance, LLC 0 1,270 Sold Out 2021-03-31
WEBSTER BANK, N. A. 4,965 5,479 9% 2021-03-31
TSFG, LLC 4,661 4,428 5% 2021-03-31
CFG Asset Management LLC 4,645 98,490 95% 2021-03-31
Oakworth Capital, Inc. 4,456 4,456 No Change 2021-03-31
Lee Financial CORP 4,020 2,165 86% 2021-03-31
Firestone Capital Management 3,955 3,955 No Change 2021-03-31
McClarren Financial Advisors, Inc. 3,701 3,672 1% 2021-03-31
HHM Wealth Advisors, LLC 3,670 3,670 No Change 2021-03-31
M&R CAPITAL MANAGEMENT INC 3,100 3,100 No Change 2021-03-31
Stonebridge Capital Advisors LLC 3,000 0 New Buy 2021-03-31
Wells Financial Advisors INC 2,880 2,880 No Change 2021-03-31
Gradient Investments LLC 2,816 4,386 36% 2021-03-31
Private Ocean, LLC 2,785 4,028 31% 2021-03-31
SG Americas Securities, LLC 2,718 1,143,318 100% 2021-03-31
Front Row Advisors LLC 2,525 2,525 No Change 2021-03-31
Moisand Fitzgerald Tamayo, LLC 2,203 2,203 No Change 2021-03-31
Clearview Wealth Advisors LLC 2,136 2,136 No Change 2021-03-31
Grandview Asset Management LLC 2,000 13,215 85% 2021-03-31
Financial Management Professionals, Inc. 1,986 1,612 23% 2021-03-31
Investors Research Corp 1,966 74 2,557% 2021-03-31
Ellis Investment Partners, LLC 1,956 2,190 11% 2021-03-31
Tower Research Capital LLC 1,954 5,710 66% 2021-03-31
Element Wealth, LLC 1,877 1,862 1% 2021-03-31
S.A. Mason LLC 1,754 1,754 No Change 2021-03-31
Truvestments Capital LLC 1,723 1,714 1% 2021-03-31
SIGNATUREFD, LLC 1,690 1,690 No Change 2021-03-31
Valley Brook Capital Group, Inc. 1,650 2,350 30% 2021-03-31
Affiance Financial, LLC 1,418 1,418 No Change 2021-03-31
BALLAST ADVISORS LLC 1,391 1,384 1% 2021-03-31
Better Money Decisions, LLC 1,326 0 New Buy 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 1,215 1,215 No Change 2021-03-31
Valeo Financial Advisors, LLC 1,207 907 33% 2021-03-31
PrairieView Partners, LLC 1,202 1,348 11% 2021-03-31
Baystate Wealth Management LLC 1,167 1,886 38% 2021-03-31
Lowe fs, LLC 1,125 1,125 No Change 2021-03-31
Vectors Research Management, LLC 1,100 1,100 No Change 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,060 1,060 No Change 2021-03-31
Pacifica Partners Inc. 1,001 998 0% 2021-03-31
HOWE & RUSLING INC 1,000 1,000 No Change 2021-03-31
AMERICAN INTERNATIONAL GROUP INC 1,000 1,000 No Change 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 1,000 500 100% 2021-03-31
Sonora Investment Management, LLC 950 2,050 54% 2021-03-31
ADE, LLC 860 860 No Change 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 850 1,400 39% 2021-03-31
True Link Financial Advisors, LLC 841 841 No Change 2021-03-31
Grant Street Asset Management, Inc. 833 833 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 801 801 No Change 2021-03-31
ISLAY CAPITAL MANAGEMENT, LLC 800 1,433 44% 2021-03-31
WASHINGTON TRUST CO 794 794 No Change 2021-03-31
Financeware, Inc. 770 0 New Buy 2021-03-31
Hudock Moyer Wealth Resources, LLC 717 1,857 61% 2021-03-31
Sugarloaf Wealth Management, LLC 713 1,860 62% 2021-03-31
American Research & Management Co. 700 700 No Change 2021-03-31
OXFORD FINANCIAL GROUP LTD 700 300 133% 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 686 686 No Change 2021-03-31
SOA Wealth Advisors, LLC. 672 672 No Change 2021-03-31
Massey, Quick & Co., LLC 590 490 20% 2021-03-31
Total Clarity Wealth Management, Inc. 588 0 New Buy 2021-03-31
Graves-Light Private Wealth Management, Inc. 562 562 No Change 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 557 553 1% 2021-03-31
Horrell Capital Management, Inc. 500 500 No Change 2021-03-31
Tacita Capital Inc 450 565 20% 2021-03-31
Mach-1 Financial Group, Inc. 408 408 No Change 2021-03-31
HC FINANCIAL ADVISORS INC 312 312 No Change 2021-03-31
QS Investors, LLC 291 291 No Change 2021-03-31
Private Capital Group, LLC 291 291 No Change 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 290 290 No Change 2021-03-31
Winch Advisory Services, LLC 285 282 1% 2021-03-31
Providence Capital Advisors, LLC 273 1,961 86% 2021-03-31
LOGAN CAPITAL MANAGEMENT INC 250 0 New Buy 2021-03-31
Allred Capital Management, LLC 244 0 New Buy 2021-03-31
WestEnd Advisors, LLC 232 156 49% 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 208 208 No Change 2021-03-31
Iron Horse Wealth Management, LLC 205 205 No Change 2021-03-31
MARKSTON INTERNATIONAL LLC 200 200 No Change 2021-03-31
First Command Financial Services, Inc. 176 2,952 94% 2021-03-31
MTM Investment Management, LLC 163 163 No Change 2021-03-31
Hanson Investment Management 153 153 No Change 2021-03-31
MEEDER ASSET MANAGEMENT INC 150 150 No Change 2021-03-31
RPG Investment Advisory, LLC 150 0 New Buy 2021-03-31
TOTH FINANCIAL ADVISORY CORP 145 145 No Change 2021-03-31
GODSEY & GIBB ASSOCIATES 143 0 New Buy 2021-03-31
Piscataqua Savings Bank 134 0 New Buy 2021-03-31
Versant Capital Management, Inc 129 300 57% 2021-03-31
WOLFF WIESE MAGANA LLC 112 112 No Change 2021-03-31
Mizuho Securities Co. Ltd. 81 79 3% 2021-03-31
Running Point Capital Advisors, LLC 49 0 New Buy 2021-03-31
Financial Gravity Wealth, Inc. 35 0 New Buy 2021-03-31
Atlas Private Wealth Management 24 0 New Buy 2021-03-31
Semmax Financial Advisors Inc. 18 369 95% 2021-03-31
Financial Enhancement Group LLC 7 0 New Buy 2021-03-31
Beacon Capital Management, Inc. 2 2 No Change 2021-03-31
HBC Financial Services, PLLC 2 0 New Buy 2021-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 0 5,773 Sold Out 2021-03-31
Stockman Asset Management 0 11,189 Sold Out 2021-03-31
NORRIS PERNE & FRENCH LLP/MI 0 6,120 Sold Out 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 0 91 Sold Out 2021-03-31
PITTENGER & ANDERSON INC 0 250 Sold Out 2021-03-31
CT Mason 0 600 Sold Out 2021-03-31
Marquette Asset Management Inc. 0 48,252 Sold Out 2021-03-31
HYMAN CHARLES D 0 13,830 Sold Out 2021-03-31
ARROW FINANCIAL CORP 0 1,000 Sold Out 2021-03-31
ZACKS INVESTMENT MANAGEMENT 0 46,045 Sold Out 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 0 191,920 Sold Out 2021-03-31
BANK OF NOVA SCOTIA / 0 150,013 Sold Out 2021-03-31
LOWE BROCKENBROUGH & CO INC 0 6,722 Sold Out 2021-03-31
Mitsubishi UFJ Trust & Banking Corp 0 5,980 Sold Out 2021-03-31
MATHER GROUP, INC. 0 5,258 Sold Out 2021-03-31
PineBridge Investments Ltd 0 186,312 Sold Out 2021-03-31
Sage Advisory Services, Ltd.Co. 0 49,235 Sold Out 2021-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 0 8,500 Sold Out 2021-03-31
Capital Wealth Planning, LLC 0 5,284 Sold Out 2021-03-31
Apex Investment Services, Inc. 0 8,386 Sold Out 2021-03-31
Guild Investment Management, Inc. 0 43,900 Sold Out 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 180 Sold Out 2021-03-31
Select Asset Management & Trust 0 160,727 Sold Out 2021-03-31
Northstar Group, Inc. 0 63,915 Sold Out 2021-03-31
QUADRANT CAPITAL GROUP LLC 0 1,000 Sold Out 2021-03-31
First PREMIER Bank 0 1,365 Sold Out 2021-03-31
TRUE Private Wealth Advisors 0 310 Sold Out 2021-03-31
WOLVERINE TRADING, LLC 0 43,200 Sold Out 2021-03-31
Connecticut Wealth Management, LLC 0 11,609 Sold Out 2021-03-31
Independent Advisor Alliance 0 8,500 Sold Out 2021-03-31
Pinnacle Bank 0 965 Sold Out 2021-03-31
Sage Capital Advisors,llc 0 6,361 Sold Out 2021-03-31
Bogart Wealth, LLC 0 850 Sold Out 2021-03-31
Pinnacle Wealth Planning Services, Inc. 0 480 Sold Out 2021-03-31
Q3 Asset Management 0 61,814 Sold Out 2021-03-31
Rice Partnership, LLC 0 900 Sold Out 2021-03-31
Howard Capital Management Inc. 0 161,881 Sold Out 2021-03-31
Stewardship Financial Advisors, LLC 0 210 Sold Out 2021-03-31
Benchmark Financial Wealth Advisors, LLC 0 6,862 Sold Out 2021-03-31
Redhawk Wealth Advisors, Inc. 0 8,719 Sold Out 2021-03-31
Pettinga Financial Advisors, LLC 0 8,209 Sold Out 2021-03-31
Windsor Creek Advisors, LLC 0 47,400 Sold Out 2021-03-31
Robertson Stephens Wealth Management, LLC 0 5,737 Sold Out 2021-03-31
Bay Harbor Wealth Management, LLC 0 38 Sold Out 2021-03-31
Bernardo Wealth Planning LLC 0 9,867 Sold Out 2021-03-31
Strategic Blueprint, LLC 0 5,807 Sold Out 2021-03-31
HBW Advisory Services LLC 0 8,331 Sold Out 2021-03-31
WT Wealth Management 0 34,029 Sold Out 2021-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0 840,000 Sold Out 2021-03-31
Kathmere Capital Management, LLC 0 1,964 Sold Out 2021-03-31
Danda Trouve Investment Management, Inc. 0 5 Sold Out 2021-03-31
Planned Solutions, Inc. 0 210 Sold Out 2021-03-31
BFT FINANCIAL GROUP, LLC 0 6,859 Sold Out 2021-03-31
Berkshire Bank 0 5,658 Sold Out 2021-03-31
Wealth Advisory Solutions, LLC 0 6,575 Sold Out 2021-03-31
MJP ASSOCIATES INC /ADV 0 12,497 Sold Out 2021-03-31
Black Swift Group, LLC 0 48,195 Sold Out 2021-03-31
Oder Investment Management, LLC 0 1,644 Sold Out 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 0 6,574 Sold Out 2021-03-31
Lebenthal Global Advisors, LLC 0 2,732 Sold Out 2021-03-31
Inspire Advisors, LLC 0 558 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 1,617 Sold Out 2021-03-31
Safeguard Investment Advisory Group, LLC 0 4,288 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 510 Sold Out 2021-03-31
BANK OF AMERICA CORP /DE/ 16,121,926 15,287,195 5% 2020-12-31
MORGAN STANLEY 10,941,800 0 New Buy 2020-12-31
GOLDMAN SACHS GROUP INC 7,657,535 5,204,021 47% 2020-12-31
BESSEMER GROUP INC 42,670 42,670 No Change 2020-12-31
AMERIPRISE FINANCIAL INC 2,750,934 2,357,919 17% 2020-12-31
DEUTSCHE BANK AG 2,046,009 2,029,903 1% 2020-12-31
BP WEALTH MANAGEMENT, LLC 1,804,694 1,604,920 12% 2020-12-31
COHEN & STEERS INC 1,692,118 37,277 4,439% 2020-12-31
BB&T CORP 1,647,418 1,585,300 4% 2020-12-31
FIRST INTERSTATE BANK 1,644,073 1,540,292 7% 2020-12-31
AMERICAN CENTURY COMPANIES INC 1,535,958 0 New Buy 2020-12-31
EATON VANCE MANAGEMENT 1,453,619 1,494,127 3% 2020-12-31
JANE STREET GROUP, LLC 1,022,068 2,310,218 56% 2020-12-31
CAPTRUST FINANCIAL ADVISORS 996,771 826,561 21% 2020-12-31
BANK OF MONTREAL /CAN/ 693,200 346,726 100% 2020-12-31
Baird Financial Group, Inc. 6,250 6,250 No Change 2020-12-31
AFFINITY WEALTH MANAGEMENT 616,788 1,072,742 43% 2020-12-31
CREDIT SUISSE/ 583,763 0 New Buy 2020-12-31
Arrowpoint Asset Management, LLC 575,749 575,749 No Change 2020-12-31
Bard Financial Services, Inc. 535,735 0 New Buy 2020-12-31
Atlantic Trust Group, LLC 520,836 0 New Buy 2020-12-31
Financial Network 499,832 459,489 9% 2020-12-31
AVALON ADVISORS L P 486,196 517,552 6% 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 445,267 551,001 19% 2020-12-31
H D Vest Advisory Services 414,520 637,282 35% 2020-12-31
SMITHFIELD TRUST CO 390,802 429,506 9% 2020-12-31
CITIGROUP INC 375,324 355,945 5% 2020-12-31
CLS INVESTMENT FIRM, LLC 316,802 303,978 4% 2020-12-31
MILLENNIUM MANAGEMENT LLC 301,839 132,720 127% 2020-12-31
OVERBROOK MANAGEMENT CORP 282,461 277,467 2% 2020-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 258,855 257,094 1% 2020-12-31
Multi-Financial Securities Corp 249,654 230,467 8% 2020-12-31
Steward Partners Investment Advisory, LLC 246,173 240,346 2% 2020-12-31
Advisory Services Network, LLC 238,854 251,632 5% 2020-12-31
BARCLAYS PLC 235,249 235,250 0% 2020-12-31
Cetera Investment Advisers 217,813 69,847 212% 2020-12-31
Angeles Investment Advisors, LLC 210,046 194,411 8% 2020-12-31
Crabel Capital Management, LLC 203,951 8,160 2,399% 2020-12-31
NorthCoast Asset Management LLC 198,002 202,171 2% 2020-12-31
PARK AVENUE SECURITIES LLC 172,061 186,550 8% 2020-12-31
Clearbridge Advisors, LLC 163,713 169,213 3% 2020-12-31
Ascendant Capital Management, LLC 139,500 0 New Buy 2020-12-31
San Luis Wealth Advisors LLC 129,236 0 New Buy 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 114,201 109,692 4% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 114,097 84,455 35% 2020-12-31
Bank of New York Mellon CORP 110,713 134,048 17% 2020-12-31
DIAM Co., Ltd. 103,982 116,828 11% 2020-12-31
Integrated Advisors Network LLC 103,578 101,013 3% 2020-12-31
BLAIR WILLIAM & CO/IL 96,673 63,610 52% 2020-12-31
ALBION FINANCIAL GROUP /UT 94,896 0 New Buy 2020-12-31
FormulaFolio Investments, LLC 94,511 0 New Buy 2020-12-31
SRS Capital Advisors, Inc. 91,779 97,778 6% 2020-12-31
Anfield Capital Management, LLC 88,307 0 New Buy 2020-12-31
Equitable Holdings, Inc. 85,970 81,330 6% 2020-12-31
Financial Advisory Service, Inc. 82,699 36,059 129% 2020-12-31
Cresset Asset Management, LLC 76,800 111,566 31% 2020-12-31
Hilltop Holdings Inc. 76,516 16,076 376% 2020-12-31
MT LUCAS MANAGEMENT CORP 75,295 69,193 9% 2020-12-31
Capital Advisory Group Advisory Services, LLC 71,557 19,469 268% 2020-12-31
BEACON FINANCIAL GROUP 70,823 72,739 3% 2020-12-31
Creegan & Nassoura Financial Group, LLC 68,450 68,575 0% 2020-12-31
Change Path, LLC 1,120 1,120 No Change 2020-12-31
Capital Asset Advisory Services LLC 60,418 65,073 7% 2020-12-31
Legacy Capital Wealth Partners, LLC 59,829 0 New Buy 2020-12-31
Kingsview Wealth Management, LLC 58,570 51,520 14% 2020-12-31
Financial Architects, Inc 58,081 60,072 3% 2020-12-31
REGIONS FINANCIAL CORP 58,020 0 New Buy 2020-12-31
BENJAMIN EDWARDS INC 57,268 0 New Buy 2020-12-31
Belpointe Asset Management LLC 54,648 0 New Buy 2020-12-31
Orion Portfolio Solutions, LLC 54,644 93,486 42% 2020-12-31
Disciplined Investments, LLC 52,182 39,601 32% 2020-12-31
Milestone Group, Inc. 51,923 51,299 1% 2020-12-31
ATRIA INVESTMENTS LLC 51,409 0 New Buy 2020-12-31
Eqis Capital Management, Inc. 48,400 51,618 6% 2020-12-31
Azimuth Capital Management LLC 48,310 0 New Buy 2020-12-31
Blue Creek Investment Partners, LLC 43,424 0 New Buy 2020-12-31
Coastline Trust CO 42,875 36,935 16% 2020-12-31
COLONY GROUP LLC 42,110 29,825 41% 2020-12-31
AMERITAS INVESTMENT CORP 39,771 26,984 47% 2020-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 39,555 29,273 35% 2020-12-31
Accel Wealth Management 38,980 0 New Buy 2020-12-31
StrongBox Wealth, LLC 37,499 35,821 5% 2020-12-31
Bull Street Advisors, LLC 37,497 37,622 0% 2020-12-31
Orion Capital Management LLC 37,315 0 New Buy 2020-12-31
Heritage Wealth Advisors 36,310 0 New Buy 2020-12-31
Corient Capital Partners, LLC 35,193 58,747 40% 2020-12-31
Wunderlich Securities, Inc. 35,078 33,143 6% 2020-12-31
CPCM, LLC 35,062 17,712 98% 2020-12-31
Navis Wealth Advisors, LLC 35,000 0 New Buy 2020-12-31
Sunbelt Securities, Inc. 32,896 22,784 44% 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 32,473 28,807 13% 2020-12-31
BANK OF THE WEST 30,669 24,678 24% 2020-12-31
Goodman & Company, Investment Counsel Ltd. 30,523 29,811 2% 2020-12-31
Brick & Kyle, Associates 30,182 31,292 4% 2020-12-31
BCJ Capital Management, LLC 29,970 0 New Buy 2020-12-31
PFG Financial Advisors 29,965 19,155 56% 2020-12-31
Evercore Wealth Management, LLC 29,800 24,900 20% 2020-12-31
Capstone Investment Advisors, LLC 28,059 0 New Buy 2020-12-31
CARRET ASSET MANAGEMENT 27,663 28,548 3% 2020-12-31
Independent Family Office, LLC 26,849 26,849 No Change 2020-12-31
CAPITAL ONE FINANCIAL CORP 26,781 37,254 28% 2020-12-31
Main Street Financial Solutions, LLC 26,452 0 New Buy 2020-12-31
Summit Investment Advisors, Inc. 25,562 22,844 12% 2020-12-31
Capital Analysts, Inc. 24,396 25,702 5% 2020-12-31
Pacitti Group Inc. 23,758 23,620 1% 2020-12-31
Vanguard Capital Wealth Advisors 22,681 0 New Buy 2020-12-31
Arete Wealth Advisors, LLC 22,571 0 New Buy 2020-12-31
Capital Advisors, Ltd. LLC 22,163 20,252 9% 2020-12-31
BURNEY CO/ 22,027 19,954 10% 2020-12-31
BAKER TILLY FINANCIAL, LLC 21,845 0 New Buy 2020-12-31
Ballentine, Finn & Company, Inc. 21,641 0 New Buy 2020-12-31
BTS Asset Management, Inc. 20,766 20,766 No Change 2020-12-31
BDO Wealth Advisors, LLC 20,420 24,912 18% 2020-12-31
Phocas Financial CORP 20,403 0 New Buy 2020-12-31
Checchi Capital Advisers, LLC 19,580 19,580 No Change 2020-12-31
Edge Capital Group, LLC 18,690 23,190 19% 2020-12-31
Principle Wealth Partners LLC 18,367 9,688 90% 2020-12-31
Stonehearth Capital Management, LLC 18,178 18,178 No Change 2020-12-31
CIBC World Markets Inc. 17,831 18,201 2% 2020-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,798 18,256 3% 2020-12-31
EP Wealth Advisors, Inc. 17,721 17,194 3% 2020-12-31
Betterment LLC 16,342 15,905 3% 2020-12-31
BerganKDV Wealth Management, LLC 16,316 0 New Buy 2020-12-31
Inscription Capital, LLC 16,142 0 New Buy 2020-12-31
First Heartland Consultants, Inc. 15,875 15,842 0% 2020-12-31
CWA Asset Management Group, LLC 15,823 6,983 127% 2020-12-31
Delta Investment Management, LLC 15,501 0 New Buy 2020-12-31
Charles Schwab Investment Advisory, Inc. 15,447 0 New Buy 2020-12-31
Bowie Capital Management, LLC 15,000 15,000 No Change 2020-12-31
Barrett Asset Management, LLC 14,962 14,962 No Change 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,892 14,076 6% 2020-12-31
PETERSEN FLYNN & DINSMORE INC 14,885 14,885 No Change 2020-12-31
Rehmann Capital Advisory Group 14,313 16,569 14% 2020-12-31
Alexandria Capital, LLC 14,169 14,169 No Change 2020-12-31
CITIZENS FINANCIAL GROUP INC/RI 13,532 13,532 No Change 2020-12-31
DUBUQUE BANK & TRUST CO 13,292 0 New Buy 2020-12-31
Argent Trust Co 12,996 12,996 No Change 2020-12-31
Archer Investment Corp 12,900 12,900 No Change 2020-12-31
HAP Trading, LLC 12,500 24,900 50% 2020-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 11,993 11,973 0% 2020-12-31
FIRST WILSHIRE SECURITIES MANAGEMENT INC 11,843 11,843 No Change 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 11,692 10,584 10% 2020-12-31
AMG National Trust Bank 0 319,527 Sold Out 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 11,485 6,235 84% 2020-12-31
Rockbridge Investment Management, LCC 11,232 11,233 0% 2020-12-31
HPM Partners LLC 10,071 0 New Buy 2020-12-31
Bragg Financial Advisors, Inc 10,000 10,000 No Change 2020-12-31
AllSquare Wealth Management LLC 9,917 1,917 417% 2020-12-31
MONECO Advisors, LLC 9,693 10,621 9% 2020-12-31
GLENMEDE TRUST CO NA 9,680 10,505 8% 2020-12-31
Perennial Advisors, LLC 9,610 9,610 No Change 2020-12-31
CHILTON CAPITAL MANAGEMENT LLC 9,410 0 New Buy 2020-12-31
FIDUCIARY TRUST CO 9,181 0 New Buy 2020-12-31
Reby Advisors, LLC 9,123 0 New Buy 2020-12-31
TOMPKINS FINANCIAL CORP 9,084 0 New Buy 2020-12-31
Fort Sheridan Advisors LLC 9,049 9,049 No Change 2020-12-31
Cadent Capital Advisors, LLC 8,829 0 New Buy 2020-12-31
Elgethun Capital Management 8,140 8,113 0% 2020-12-31
Strategic Wealth Partners, Ltd. 8,030 7,352 9% 2020-12-31
Laidlaw Wealth Management LLC 7,890 0 New Buy 2020-12-31
Banco Santander, S.A. 7,128 7,128 No Change 2020-12-31
MidWestOne Financial Group, Inc. 7,000 7,000 No Change 2020-12-31
AGF FUNDS INC 6,786 4,050 68% 2020-12-31
IHT Wealth Management, LLC 6,687 15,819 58% 2020-12-31
American Money Management, LLC 6,550 6,550 No Change 2020-12-31
Capstone Financial Advisors, Inc. 6,391 0 New Buy 2020-12-31
Ancora Advisors, LLC 6,379 6,052 5% 2020-12-31
Almanack Investment Partners, LLC. 6,133 5,761 6% 2020-12-31
Charter Oak Capital Management, LLC 6,065 0 New Buy 2020-12-31
NewFocus Financial Group, LLC 6,059 6,059 No Change 2020-12-31
Man Group plc 5,966 20,127 70% 2020-12-31
WEALTHSOURCE PARTNERS, LLC 5,792 0 New Buy 2020-12-31
Ashfield Capital Partners, LLC 5,700 0 New Buy 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 5,674 5,652 0% 2020-12-31
9258 Wealth Management, LLC 5,615 0 New Buy 2020-12-31
QUANTLAB CAPITAL MANAGEMENT LTD 5,508 0 New Buy 2020-12-31
ALESCO ADVISORS LLC 5,400 0 New Buy 2020-12-31
Alpha DNA Investment Management LLC 4,950 0 New Buy 2020-12-31
Hoover Financial Advisors, Inc. 4,620 8,482 46% 2020-12-31
Birchcreek Wealth Management, LLC 4,035 0 New Buy 2020-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,994 2,939 2% 2020-12-31
First Command Bank 2,952 0 New Buy 2020-12-31
Hartland & Co., LLC 2,778 2,585 7% 2020-12-31
DCM Advisors, LLC 2,675 0 New Buy 2020-12-31
Winslow, Evans & Crocker, Inc. 2,479 0 New Buy 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 2,335 2,078 12% 2020-12-31
ENCOMPASS WEALTH ADVISORS, LLC 2,283 0 New Buy 2020-12-31
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,283 0 New Buy 2020-12-31
Altus Wealth Group LLC 1,995 0 New Buy 2020-12-31
Freestone Capital Holdings, LLC 1,900 1,900 No Change 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 1,810 1,785 1% 2020-12-31
HM PAYSON & CO 1,500 1,500 No Change 2020-12-31
Pflug Koory, LLC 1,189 1,110 7% 2020-12-31
BELLEVUE ASSET MANAGEMENT, LLC 1,102 1,100 0% 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 1,000 1,000 No Change 2020-12-31
Taddei, Ludwig & Associates, Inc. 1,000 0 New Buy 2020-12-31
CoreFirst Bank & Trust 600 0 New Buy 2020-12-31
Freedman Financial Associates, Inc. 416 0 New Buy 2020-12-31
Biltmore Family Office, LLC 400 400 No Change 2020-12-31
FFCM LLC 286 545 48% 2020-12-31
HOEY INVESTMENTS, INC 282 0 New Buy 2020-12-31
Perkins Coie Trust Co 139 2,809 95% 2020-12-31
CBIZ Investment Advisory Services, LLC 56 6,298 99% 2020-12-31
Global Wealth Management Investment Advisory, Inc. 22 22 No Change 2020-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 0 300 Sold Out 2020-12-31
Catalyst Capital Advisors LLC 0 27,000 Sold Out 2020-12-31
Advisory Alpha, LLC 0 158 Sold Out 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 0 11,205 Sold Out 2020-12-31
Shepherd Financial Partners LLC 0 18,917 Sold Out 2020-12-31
Bramshill Investments, LLC 0 1,488 Sold Out 2020-12-31
Braun-Bostich & Associates Inc. 0 669 Sold Out 2020-12-31
Biltmore Capital Advisors LLC 0 28,550 Sold Out 2020-12-31
Tranquility Partners, LLC 0 8,050 Sold Out 2020-12-31
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