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STOCK TICKER:
FINANCIAL SEL SPDR   (ticker: XLF)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
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Holdings
Change Portfolio
Date
J P MORGAN CHASE & CO 65,243,178 54,692,986 19% 2021-03-31
WELLS FARGO & CO/MN 59,436,337 17,122,117 247% 2021-03-31
UBS Group AG 1,592 45,438,798 100% 2021-03-31
BANK OF NOVA SCOTIA / 17,583,000 16,040,100 10% 2021-03-31
PRUDENTIAL FINANCIAL INC 15,768,489 97,734 16,034% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 9,558,837 1,938,613 393% 2021-03-31
Janney Montgomery Scott LLC 8,920,329 8,326,199 7% 2021-03-31
Alaska Permanent Fund Corp 8,475,322 13,668,050 38% 2021-03-31
CHURCHILL MANAGEMENT GROUP /CA/ 7,364,671 0 New Buy 2021-03-31
WestEnd Advisors, LLC 4,341,583 3,651,087 19% 2021-03-31
Swan Wealth Advisors, Inc. 3,978,999 4,652,403 14% 2021-03-31
Phoenix Holdings Ltd. 3,796,843 2,319,715 64% 2021-03-31
Amerivest Investment Management LLC 3,228,298 3,228,298 No Change 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 241,946 3,516,849 93% 2021-03-31
Truxt Investmentos Ltda. 2,875,000 0 New Buy 2021-03-31
MEITAV DASH INVESTMENTS LTD 2,533,185 1,830,148 38% 2021-03-31
TIFF ADVISORY SERVICES INC 2,401,776 2,540,593 5% 2021-03-31
HighTower Advisors, LLC 2,311,277 1,881,708 23% 2021-03-31
Cutler Group LP 267,337 0 New Buy 2021-03-31
ARCH CAPITAL GROUP LTD. 624,415 0 New Buy 2021-03-31
Pinnacle Advisory Group, Inc. 2,062,603 1,680,532 23% 2021-03-31
Advisors Preferred, LLC 2,019,411 0 New Buy 2021-03-31
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,215,873 1,215,873 No Change 2021-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 1,825,962 0 New Buy 2021-03-31
Migdal Insurance & Financial Holdings Ltd. 1,809,287 1,667,798 8% 2021-03-31
Capital Investment Advisors, LLC 1,726,277 1,653,904 4% 2021-03-31
NORTHERN TRUST CORP 1,630,628 1,620,135 1% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,618,953 1,363,755 19% 2021-03-31
US BANCORP DE 1,348,812 1,283,405 5% 2021-03-31
STATE BANK & TRUST 1,330,971 868,181 53% 2021-03-31
Symmetry Investments LP 1,100,000 690,100 59% 2021-03-31
Rockefeller Capital Management L.P. 998,112 749,250 33% 2021-03-31
Miracle Mile Advisors, LLC 995,796 874,377 14% 2021-03-31
OCEAN ARETE LTD 950,345 0 New Buy 2021-03-31
Private Advisor Group, LLC 761,396 0 New Buy 2021-03-31
FACTORY MUTUAL INSURANCE CO 911,800 911,800 No Change 2021-03-31
OLD NATIONAL BANCORP /IN/ 888,496 900,415 1% 2021-03-31
Sumitomo Mitsui Trust Holdings, Inc. 827,000 0 New Buy 2021-03-31
SPINNAKER TRUST 778,725 789,448 1% 2021-03-31
ALLIANCEBERNSTEIN L.P. 752,878 41,290 1,723% 2021-03-31
STATE TREASURER STATE OF MICHIGAN 686,117 682,617 1% 2021-03-31
AE Wealth Management LLC 631,851 534,480 18% 2021-03-31
Miller Investment Management, LP 613,105 0 New Buy 2021-03-31
Strategic Point Investment Advisors, LLC 594,776 327,525 82% 2021-03-31
Campbell Wealth Management 538,549 527,935 2% 2021-03-31
Capital Advantage, Inc. 533,913 0 New Buy 2021-03-31
Janney Capital Management LLC 529,998 451,428 17% 2021-03-31
FOSTER DYKEMA CABOT & CO INC/MA 520,195 488,131 7% 2021-03-31
HOLLENCREST SECURITIES LLC 508,683 490,793 4% 2021-03-31
ALPS ADVISERS INC 504,412 534,964 6% 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 495,926 469,020 6% 2021-03-31
FIFTH THIRD BANCORP 489,242 477,242 3% 2021-03-31
BBVA USA BANCSHARES INC 486,906 315,437 54% 2021-03-31
CHARTER TRUST CO 486,556 413,040 18% 2021-03-31
SG Americas Securities, LLC 479,932 475,834 1% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 460,591 33,944 1,257% 2021-03-31
TORONTO DOMINION BANK 0 458,300 Sold Out 2021-03-31
CIBC WORLD MARKETS CORP 440,085 0 New Buy 2021-03-31
Stratos Wealth Partners, LTD. 434,291 350,575 24% 2021-03-31
Vontobel Holding Ltd. 429,284 363,385 18% 2021-03-31
Vestmark Advisory Solutions, Inc. 414,094 391,726 6% 2021-03-31
FIFTH THIRD SECURITIES, INC. 402,207 168,962 138% 2021-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 389,071 316,672 23% 2021-03-31
Focused Wealth Management, Inc 348,561 341,641 2% 2021-03-31
PRUDENT INVESTORS NETWORK 347,577 335,239 4% 2021-03-31
Crescent Grove Advisors, LLC 344,404 338,461 2% 2021-03-31
FIRST INTERSTATE BANCSYSTEM INC 341,740 0 New Buy 2021-03-31
Vantage Financial Partners Ltd., Inc. 336,995 328,805 2% 2021-03-31
Evolution Wealth Advisors, LLC 334,160 317,043 5% 2021-03-31
Ten Capital Wealth Advisors, LLC 328,794 280,860 17% 2021-03-31
RT Capital Management, LLC 325,943 326,347 0% 2021-03-31
Hanlon Investment Management, Inc. 325,793 324,335 0% 2021-03-31
United Asset Strategies, Inc. 100 336,439 100% 2021-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 316,791 36,191 775% 2021-03-31
Prime Capital Investment Advisors, LLC 312,776 400,801 22% 2021-03-31
Carnegie Capital Asset Management, LLC 312,479 309,335 1% 2021-03-31
Leicht Financial Planning & Wealth Management, Inc. 307,146 0 New Buy 2021-03-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 304,660 0 New Buy 2021-03-31
Busey Trust CO 304,339 310,136 2% 2021-03-31
Deane Retirement Strategies, Inc. 303,694 293,926 3% 2021-03-31
QUATTRO FINANCIAL ADVISORS LLC 302,383 303,081 0% 2021-03-31
CHEMUNG CANAL TRUST CO 301,881 104,940 188% 2021-03-31
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 293,268 283,810 3% 2021-03-31
Stillwater Investment Management, LLC 292,775 280,269 4% 2021-03-31
Astor Investment Management LLC 277,862 0 New Buy 2021-03-31
Polaris Wealth Advisers, LLC 272,673 297,879 8% 2021-03-31
CenterStar Asset Management, LLC 14,200 753,652 98% 2021-03-31
Florin Court Capital LLP 269,900 276,500 2% 2021-03-31
Kestra Advisory Services, LLC 267,116 271,873 2% 2021-03-31
OPPENHEIMER & CO INC 259,739 175,790 48% 2021-03-31
Bellwether Advisors, LLC 246,240 123,661 99% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 235,412 246,479 4% 2021-03-31
Tamar Securities, LLC 229,309 183,858 25% 2021-03-31
MERITAGE PORTFOLIO MANAGEMENT 229,086 302,590 24% 2021-03-31
Sigma Planning Corp 227,843 284,820 20% 2021-03-31
Galvin, Gaustad & Stein, LLC 227,317 231,655 2% 2021-03-31
Texas Capital Bank Wealth Management Services Inc 219,867 202,028 9% 2021-03-31
Krilogy Financial LLC 217,982 225,309 3% 2021-03-31
AlphaMark Advisors, LLC 215,465 0 New Buy 2021-03-31
MOULTON WEALTH MANAGEMENT, INC 215,029 147,724 46% 2021-03-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 209,186 62,854 233% 2021-03-31
Milestone Advisory Partners 209,160 132,437 58% 2021-03-31
Chicago Wealth Management, Inc. 204,102 0 New Buy 2021-03-31
Archford Capital Strategies, LLC 201,795 202,617 0% 2021-03-31
Streettalk Advisors, LLC 197,090 11,167 1,665% 2021-03-31
TEWKSBURY CAPITAL MANAGEMENT LTD 195,354 11,500 1,599% 2021-03-31
SkyOak Wealt, LLC 193,819 168,607 15% 2021-03-31
MOODY LYNN & CO/ 190,467 0 New Buy 2021-03-31
Ledyard National Bank 189,137 177,486 7% 2021-03-31
Beaumont Capital Management, LLC 185,742 228,999 19% 2021-03-31
Camarda Financial Advisors, LLC 184,513 185,016 0% 2021-03-31
BURNS J W & CO INC/NY 183,855 181,552 1% 2021-03-31
Creative Planning 0 700 Sold Out 2021-03-31
Howard Capital Management Group, LLC 179,208 0 New Buy 2021-03-31
Mechanics Bank Trust Department 172,835 1,958 8,727% 2021-03-31
TOTH FINANCIAL ADVISORY CORP 170,149 131,520 29% 2021-03-31
WAGNER CAPITAL MANAGEMENT CORP 169,846 169,407 0% 2021-03-31
BANK HAPOALIM BM 164,522 137,029 20% 2021-03-31
Stratos Wealth Advisors, LLC 164,022 116,300 41% 2021-03-31
Strategic Wealth Advisors Group,Inc. 162,053 116,865 39% 2021-03-31
Silverleafe Capital Partners, LLC 160,390 57,920 177% 2021-03-31
Capital Financial Planning, LLC 159,018 150,462 6% 2021-03-31
ROCKLAND TRUST CO 157,015 158,726 1% 2021-03-31
David R. Rahn & Associates Inc. 156,170 0 New Buy 2021-03-31
Venturi Wealth Management, LLC 155,780 346,814 55% 2021-03-31
NTV ASSET MANAGEMENT LLC 154,975 144,258 7% 2021-03-31
Arrow Investment Advisors, LLC 154,348 0 New Buy 2021-03-31
SCOTIA CAPITAL INC. 153,472 142,741 8% 2021-03-31
55I, LLC 152,442 128,868 18% 2021-03-31
Next Capital Management LLC 151,832 111,834 36% 2021-03-31
Modus Advisors, LLC 150,052 148,874 1% 2021-03-31
Symmetry Partner, LLC 148,120 0 New Buy 2021-03-31
USCA RIA LLC 147,186 26,893 447% 2021-03-31
Cribstone Capital Management, LLC 146,218 135,171 8% 2021-03-31
WEBSTER BANK, N. A. 146,160 6,891 2,021% 2021-03-31
CENTRAL BANK & TRUST CO 143,160 143,455 0% 2021-03-31
Redhawk Wealth Advisors, Inc. 137,533 0 New Buy 2021-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 137,286 131,858 4% 2021-03-31
TRUST CO OF VIRGINIA /VA 134,128 136,825 2% 2021-03-31
Mariner Wealth Advisors, LLC 132,389 131,670 1% 2021-03-31
Windsor Creek Advisors, LLC 131,631 76,403 72% 2021-03-31
COMMERCE BANK N A/MO 129,669 119,832 8% 2021-03-31
IPG Investment Advisors LLC 127,109 71,814 77% 2021-03-31
Wela Strategies, LLC 125,573 134,803 7% 2021-03-31
TrinityPoint Wealth, LLC 124,107 120,213 3% 2021-03-31
Oakmont Partners LLC 123,448 0 New Buy 2021-03-31
InterOcean Capital Group, LLC 120,046 89,806 34% 2021-03-31
Robertson Stephens Wealth Management, LLC 119,417 110,164 8% 2021-03-31
Brookstone Capital Management 118,970 74,741 59% 2021-03-31
North Star Investment Management Corp. 117,748 99,129 19% 2021-03-31
FINANCIAL COUNSELORS INC 114,042 115,706 1% 2021-03-31
TCF National Bank 111,615 112,358 1% 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 111,229 104,249 7% 2021-03-31
Trust Co 110,748 141,302 22% 2021-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 110,707 108,762 2% 2021-03-31
First Financial Bank, N.A. - Trust Division 109,806 115,536 5% 2021-03-31
TIAA, FSB 1,200 1,200 No Change 2021-03-31
BRAVE ASSET MANAGEMENT INC 107,398 101,469 6% 2021-03-31
FIRST MERCHANTS CORP 106,083 92,884 14% 2021-03-31
HM Capital Management, LLC 104,475 101,150 3% 2021-03-31
JNB Advisors LLC 103,958 139,523 25% 2021-03-31
Dorsey & Whitney Trust CO LLC 100,431 100,480 0% 2021-03-31
Bay Rivers Group 99,122 98,218 1% 2021-03-31
WADE G W & INC 96,649 72,071 34% 2021-03-31
BigSur Wealth Management LLC 96,040 96,040 No Change 2021-03-31
TRUE Private Wealth Advisors 95,985 57,291 68% 2021-03-31
Feltz Wealth PLAN Inc. 95,761 92,759 3% 2021-03-31
Estate Counselors, LLC 92,740 9,920 835% 2021-03-31
Lebenthal Global Advisors, LLC 92,280 1,970 4,584% 2021-03-31
Wharton Business Group, LLC 91,128 64,818 41% 2021-03-31
Waldron, LP 91,092 90,938 0% 2021-03-31
Ellis Investment Partners, LLC 90,337 47,363 91% 2021-03-31
Kovitz Investment Group Partners, LLC 89,847 89,682 0% 2021-03-31
Poehling Capital Management, LLC 88,413 84,355 5% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 86,678 68,479 27% 2021-03-31
RAYMOND JAMES TRUST CO 86,502 84,462 2% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 85,066 104,177 18% 2021-03-31
Meridian Wealth Management, LLC 83,376 56,774 47% 2021-03-31
Quantitative Advantage LLC 83,317 76,279 9% 2021-03-31
Goss Wealth Management LLC 81,272 79,107 3% 2021-03-31
J.W. COLE ADVISORS, INC. 81,262 31,432 159% 2021-03-31
V Wealth Management,LLC 898 0 New Buy 2021-03-31
Simmons Bank 80,649 81,284 1% 2021-03-31
Marquette Asset Management Inc. 80,633 80,633 No Change 2021-03-31
VALICENTI ADVISORY SERVICES INC 80,615 73,945 9% 2021-03-31
CITY HOLDING CO 80,383 73,771 9% 2021-03-31
WP Advisors, LLC 80,256 86,958 8% 2021-03-31
Sowell Financial Services LLC 79,531 72,403 10% 2021-03-31
Laurel Wealth Advisors LLC 78,145 79,370 2% 2021-03-31
IndexIQ Advisors LLC 77,952 220,247 65% 2021-03-31
Prospera Financial Services 77,282 118,130 35% 2021-03-31
Institute for Wealth Management, LLC. 77,202 71,556 8% 2021-03-31
DAVIDSON D A & CO 76,798 70,235 9% 2021-03-31
HWG Holdings LP 76,325 0 New Buy 2021-03-31
Game Plan Financial Advisors, LLC 75,696 70,116 8% 2021-03-31
Donald L. Hagan, LLC 75,675 68,446 11% 2021-03-31
Meristem, LLP 75,070 79,070 5% 2021-03-31
greenwich Wealth Management LLC 72,968 0 New Buy 2021-03-31
Integer Wealth Advisors Group LLC 71,315 0 New Buy 2021-03-31
First National Bank of Hutchinson 0 68,476 Sold Out 2021-03-31
Keebeck Alpha, LP 70,965 0 New Buy 2021-03-31
M&T BANK CORP 70,886 122,751 42% 2021-03-31
ASSOCIATED BANC-CORP 0 61,993 Sold Out 2021-03-31
Orca Investment Management, LLC 69,772 71,240 2% 2021-03-31
Novak Financial Planning, LLC 69,520 69,345 0% 2021-03-31
TSFG, LLC 69,162 27,110 155% 2021-03-31
Koshinski Asset Management, Inc. 68,560 5,273 1,200% 2021-03-31
LINCOLN NATIONAL CORP 68,450 51,385 33% 2021-03-31
Mount Yale Investment Advisors, LLC 68,172 74,911 9% 2021-03-31
Paradigm Financial Advisors, LLC 68,009 70,468 3% 2021-03-31
Gyroscope Capital Management Group, LLC 67,777 74,247 9% 2021-03-31
Community Capital Management, Inc. 67,500 0 New Buy 2021-03-31
Cornerstone Wealth Management, LLC 66,830 37,903 76% 2021-03-31
Moneda S.A. Administradora General de Fondos 66,360 839,045,427 100% 2021-03-31
Joel Isaacson & Co., LLC 66,167 58,006 14% 2021-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 77,464 Sold Out 2021-03-31
Ariel Capital Advisors, LLC 65,909 59,993 10% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 65,862 67,947 3% 2021-03-31
Elevated Capital Advisors, LLC 65,430 0 New Buy 2021-03-31
IFG Advisory, LLC 64,963 64,152 1% 2021-03-31
CAPITAL INSIGHT PARTNERS, LLC 64,563 64,628 0% 2021-03-31
Canton Hathaway, LLC 64,076 54,580 17% 2021-03-31
Dorsey Wright & Associates 63,534 0 New Buy 2021-03-31
Granger Management LLC 63,103 56,459 12% 2021-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 62,524 55,363 13% 2021-03-31
WHITE BAY PT LLC 150 0 New Buy 2021-03-31
Cornerstone Wealth Group, LLC 61,507 0 New Buy 2021-03-31
Valeo Financial Advisors, LLC 61,298 61,964 1% 2021-03-31
Keystone Financial Group 60,965 54,424 12% 2021-03-31
Wealth Advisory Solutions, LLC 0 69,700 Sold Out 2021-03-31
GFS Advisors, LLC 59,634 34,725 72% 2021-03-31
Centric Wealth Management 58,908 0 New Buy 2021-03-31
MAI Wealth Advisors 58,513 49,866 17% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 57,934 61,233 5% 2021-03-31
Fulcrum Equity Management 57,691 0 New Buy 2021-03-31
BUTENSKY & COHEN FINANCIAL SECURITY, INC 57,567 57,697 0% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 55,922 20,453 173% 2021-03-31
St. Johns Investment Management Company, LLC 55,870 54,783 2% 2021-03-31
Beaumont Financial Partners, LLC 54,537 58,336 7% 2021-03-31
Financial Advocates Investment Management 53,325 59,569 10% 2021-03-31
Dynamic Advisors Solutions LLC 53,242 38,461 38% 2021-03-31
Loveless Wealth Management LLC 52,605 48,830 8% 2021-03-31
Gerber Kawasaki Wealth & Investment Management 52,521 31,507 67% 2021-03-31
Renaissance Technologies(Jim Simons) 52,300 0 New Buy 2021-03-31
Chesapeake Wealth Management 52,019 50,710 3% 2021-03-31
Investors Financial Group, LLC 50,876 45,020 13% 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 49,188 51,253 4% 2021-03-31
Prairiewood Capital, LLC 48,679 48,264 1% 2021-03-31
TEXAS CAPITAL BANCSHARES INC/TX 47,900 0 New Buy 2021-03-31
F3Logic, LLC 47,517 69,372 32% 2021-03-31
Glassman Wealth Services 46,187 45,487 2% 2021-03-31
Joseph P. Lucia & Associates, LLC 46,009 45,803 0% 2021-03-31
IFP Advisors, Inc 45,569 43,992 4% 2021-03-31
MV Capital Management, Inc. 45,255 26,979 68% 2021-03-31
PROFFITT & GOODSON INC 44,853 45,579 2% 2021-03-31
HUNTINGTON NATIONAL BANK 44,727 46,280 3% 2021-03-31
RMB Capital Management, LLC 43,976 18,614 136% 2021-03-31
Clarity Wealth Advisors, LLC 42,996 41,378 4% 2021-03-31
Endurance Wealth Management, Inc. 42,888 40,727 5% 2021-03-31
KANAWHA CAPITAL MANAGEMENT LLC 42,811 42,870 0% 2021-03-31
PLIMOTH TRUST CO LLC 42,504 47,281 10% 2021-03-31
Lionsbridge Wealth Management LLC 42,448 0 New Buy 2021-03-31
Country Club Trust Company, n.a. 42,419 44,559 5% 2021-03-31
HBW Advisory Services LLC 42,291 28,846 47% 2021-03-31
Coastal Investment Advisors, Inc. 42,236 41,065 3% 2021-03-31
DOWLING & YAHNKE INC 42,188 42,371 0% 2021-03-31
CWM, LLC 42,121 74,783 44% 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 42,035 56,495 26% 2021-03-31
Fieldpoint Private Securities, LLC 41,581 41,171 1% 2021-03-31
Kovack Advisors, Inc. 41,229 28,855 43% 2021-03-31
CULLEN FROST BANKERS INC 40,202 41,129 2% 2021-03-31
E&G Advisors, LP 40,167 35,942 12% 2021-03-31
Concorde Asset Management, LLC 4 0 New Buy 2021-03-31
Magnus Financial Group LLC 39,929 21,332 87% 2021-03-31
LFA - Lugano Financial Advisors SA 39,893 42,537 6% 2021-03-31
MMA ASSET MANAGEMENT LLC 39,698 31,877 25% 2021-03-31
Nelson Roberts Investment Advisors, LLC 39,672 42,350 6% 2021-03-31
SOL Capital Management CO 39,318 39,318 No Change 2021-03-31
UNIONBANCAL CORP 37,998 38,690 2% 2021-03-31
Enterprise Trust & Investment Co 37,867 37,867 No Change 2021-03-31
NAVELLIER & ASSOCIATES INC 37,623 0 New Buy 2021-03-31
Successful Portfolios LLC 37,367 37,267 0% 2021-03-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 36,856 37,956 3% 2021-03-31
PINNACLE ASSOCIATES LTD 36,800 38,286 4% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 36,237 36,387 0% 2021-03-31
Rye Brook Capital LLC 36,000 0 New Buy 2021-03-31
Ayalon Holdings Ltd. 35,738 36,095 1% 2021-03-31
SAWGRASS ASSET MANAGEMENT LLC 35,639 35,762 0% 2021-03-31
SIGMA INVESTMENT COUNSELORS INC 35,605 36,530 3% 2021-03-31
SPRENG CAPITAL MANAGEMENT, INC. 35,491 36,131 2% 2021-03-31
Capital Square, LLC 35,370 0 New Buy 2021-03-31
Smith, Salley & Associates 34,935 36,022 3% 2021-03-31
PERSONAL CFO SOLUTIONS, LLC 34,765 43,698 20% 2021-03-31
Newfound Research LLC 34,751 0 New Buy 2021-03-31
Moors & Cabot, Inc. 34,332 32,242 6% 2021-03-31
Strategic Investment Advisors / MI 34,264 0 New Buy 2021-03-31
NBT BANK N A /NY 33,756 34,993 4% 2021-03-31
Krasney Financial LLC 33,213 31,299 6% 2021-03-31
Pettinga Financial Advisors, LLC 33,075 29,317 13% 2021-03-31
6 Meridian 32,819 41,526 21% 2021-03-31
INGALLS & SNYDER LLC 32,350 33,420 3% 2021-03-31
Jackson, Grant Investment Advisers, Inc. 32,143 32,040 0% 2021-03-31
DT Investment Partners, LLC 31,495 31,495 No Change 2021-03-31
MITCHELL SINKLER & STARR/PA 31,350 8,450 271% 2021-03-31
Aurum Wealth Management Group, LLC 31,145 0 New Buy 2021-03-31
SP Asset Management 30,779 29,914 3% 2021-03-31
D L CARLSON INVESTMENT GROUP INC 30,349 23,958 27% 2021-03-31
MTM Investment Management, LLC 30,264 29,717 2% 2021-03-31
EPG Wealth Management LLC 30,119 27,164 11% 2021-03-31
Global Retirement Partners, LLC 30,092 9,344 222% 2021-03-31
GSA CAPITAL PARTNERS LLP 30,000 53,892 44% 2021-03-31
Pictet North America Advisors SA 30,000 30,000 No Change 2021-03-31
Hanson McClain, Inc. 29,860 28,577 4% 2021-03-31
MARCO INVESTMENT MANAGEMENT LLC 29,792 29,788 0% 2021-03-31
PFG Advisors 29,679 0 New Buy 2021-03-31
Carroll Financial Associates, Inc. 29,386 25,183 17% 2021-03-31
Oxinas Partners Wealth Management LLC 29,355 23,987 22% 2021-03-31
PATTEN & PATTEN INC/TN 28,915 28,647 1% 2021-03-31
Ironwood Wealth Management, llc 28,618 29,100 2% 2021-03-31
RDA Financial Network 28,610 0 New Buy 2021-03-31
SYNOVUS FINANCIAL CORP 28,330 48,126 41% 2021-03-31
FIRST NATIONAL TRUST CO 28,254 28,394 0% 2021-03-31
OPTIMUM INVESTMENT ADVISORS 28,197 28,697 2% 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 27,889 28,468 2% 2021-03-31
Venture Visionary Partners LLC 27,821 29,806 7% 2021-03-31
Arkadios Wealth Advisors 27,676 20,979 32% 2021-03-31
McGuire Investment Group, LLC 27,467 29,125 6% 2021-03-31
FIRST HAWAIIAN BANK 27,420 0 New Buy 2021-03-31
West Financial Advisors, LLC 27,323 0 New Buy 2021-03-31
Van Leeuwen & Company, LLC 27,310 27,310 No Change 2021-03-31
Boltwood Capital Management 27,063 28,008 3% 2021-03-31
Berkeley Capital Partners, LLC 27,011 13,652 98% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 26,894 26,340 2% 2021-03-31
Altium Wealth Management LLC 26,491 14,027 89% 2021-03-31
Sowa Financial Group, Inc. 26,188 2,410 987% 2021-03-31
Bank of Marin 26,080 25,804 1% 2021-03-31
D.B. Root & Company, LLC 25,596 23,070 11% 2021-03-31
Berson & Corrado Investment Advisors, LLC 25,430 38,626 34% 2021-03-31
WESBANCO BANK INC 25,382 0 New Buy 2021-03-31
ARROW FINANCIAL CORP 13,402 38,738 65% 2021-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 25,319 28,337 11% 2021-03-31
Sterneck Capital Management, LLC 25,149 25,148 0% 2021-03-31
CMG Global Holdings, LLC 25,092 0 New Buy 2021-03-31
Hochman Cole Investment Advisors, Inc. 24,947 0 New Buy 2021-03-31
Csenge Advisory Group 24,864 12,745 95% 2021-03-31
LYELL WEALTH MANAGEMENT, LP 24,702 18,625 33% 2021-03-31
NEXT Financial Group, Inc 23,847 24,279 2% 2021-03-31
TruWealth Advisors, LLC 24,488 29,610 17% 2021-03-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 24,350 21,900 11% 2021-03-31
Verity Asset Management, Inc. 23,964 0 New Buy 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 23,728 31,608 25% 2021-03-31
CALTON & ASSOCIATES, INC. 23,726 27,752 15% 2021-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 23,489 23,547 0% 2021-03-31
Blueshift Asset Management, LLC 23,193 0 New Buy 2021-03-31
RPG Investment Advisory, LLC 23,133 22,955 1% 2021-03-31
N.E.W. Advisory Services LLC 22,946 26,131 12% 2021-03-31
LGL PARTNERS, LLC 22,641 22,453 1% 2021-03-31
Wealthstreet Investment Advisors, LLC 22,591 22,591 No Change 2021-03-31
Moloney Securities Asset Management, LLC 22,528 21,966 3% 2021-03-31
Essex Financial Services, Inc. 22,100 14,260 55% 2021-03-31
Jacobi Capital Management LLC 21,857 20,454 7% 2021-03-31
Loudon Investment Management, LLC 21,668 0 New Buy 2021-03-31
AJ WEALTH STRATEGIES, LLC 21,489 16,842 28% 2021-03-31
NAPLES GLOBAL ADVISORS, LLC 21,377 21,377 No Change 2021-03-31
DAVENPORT & CO LLC 21,305 21,820 2% 2021-03-31
FAGAN ASSOCIATES, INC. 21,220 19,245 10% 2021-03-31
WT Wealth Management 21,178 0 New Buy 2021-03-31
M Holdings Securities, Inc. 20,698 10,395 99% 2021-03-31
Capital Investment Advisory Services, LLC 20,591 21,570 5% 2021-03-31
PRIVATE ASSET MANAGEMENT INC 20,563 20,097 2% 2021-03-31
Ausdal Financial Partners, Inc. 20,053 18,179 10% 2021-03-31
AdvisorNet Financial, Inc 19,937 21,585 8% 2021-03-31
SYMONS CAPITAL MANAGEMENT INC 19,921 20,808 4% 2021-03-31
KMG FIDUCIARY PARTNERS, LLC 19,882 16,268 22% 2021-03-31
We Are One Seven, LLC 19,825 21,039 6% 2021-03-31
INVESTMENT HOUSE LLC 19,490 0 New Buy 2021-03-31
SOA Wealth Advisors, LLC. 19,432 19,368 0% 2021-03-31
TELEMUS CAPITAL, LLC 19,307 17,798 8% 2021-03-31
KG&L Capital Management,LLC 18,945 19,113 1% 2021-03-31
Good Life Advisors, LLC 18,928 17,238 10% 2021-03-31
Westbourne Investment Advisors, Inc. 18,890 22,871 17% 2021-03-31
Goelzer Investment Management, Inc. 18,622 18,262 2% 2021-03-31
One Charles Private Wealth Services, LLC 0 1,907 Sold Out 2021-03-31
Select Asset Management & Trust 18,360 18,478 1% 2021-03-31
Sterling Investment Management, Inc. 17,889 18,990 6% 2021-03-31
Shulman DeMeo Asset Management LLC 17,633 18,389 4% 2021-03-31
BRIGHTON JONES LLC 17,590 17,598 0% 2021-03-31
Coconut Grove Bank 17,396 17,396 No Change 2021-03-31
Octavia Wealth Advisors, LLC 17,386 17,004 2% 2021-03-31
Chevy Chase Trust Holdings, Inc. 17,325 15,839 9% 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 17,315 15,178 14% 2021-03-31
Boothe Investment Group, Inc. 17,244 0 New Buy 2021-03-31
WHITTIER TRUST CO 16,946 17,350 2% 2021-03-31
Harborview Advisors, LLC 16,860 14,160 19% 2021-03-31
Xcel Wealth Management, LLC 16,721 16,174 3% 2021-03-31
CENTAURUS FINANCIAL, INC. 16,588 14,117 18% 2021-03-31
Granite Investment Advisors, Inc. 16,550 21,450 23% 2021-03-31
DUNCKER STREETT & CO INC 16,493 13,849 19% 2021-03-31
GREENLEAF TRUST 16,460 16,828 2% 2021-03-31
Sage Capital Advisors,llc 16,430 16,429 0% 2021-03-31
Falcon Wealth Planning 16,396 16,387 0% 2021-03-31
OXFORD FINANCIAL GROUP LTD 16,235 16,235 No Change 2021-03-31
Buckingham Asset Management, LLC 16,182 16,132 0% 2021-03-31
WEALTH ADVISORS, INC. 16,020 0 New Buy 2021-03-31
Raub Brock Capital Management LP 16,000 16,000 No Change 2021-03-31
Flagship Private Wealth, LLC 15,997 0 New Buy 2021-03-31
Ballew Advisors, Inc 15,890 15,691 1% 2021-03-31
Carnick & Kubik Group, LLC 15,736 13,636 15% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 15,710 14,285 10% 2021-03-31
KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,618 0 New Buy 2021-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 15,610 0 New Buy 2021-03-31
FIRST NATIONAL CORP /MA/ /ADV 15,521 14,357 8% 2021-03-31
LYNCH & ASSOCIATES/IN 15,350 15,350 No Change 2021-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15,177 12,967 17% 2021-03-31
Foundations Investment Advisors, LLC 15,168 0 New Buy 2021-03-31
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15,165 13,493 12% 2021-03-31
River Wealth Advisors LLC 15,077 14,940 1% 2021-03-31
Allred Capital Management, LLC 15,057 15,206 1% 2021-03-31
Choate Investment Advisors 14,801 10,030 48% 2021-03-31
Edgestream Partners, L.P. 14,709 0 New Buy 2021-03-31
LEVIN CAPITAL STRATEGIES, L.P. 14,700 12,700 16% 2021-03-31
Diligent Investors, LLC 14,631 14,931 2% 2021-03-31
Constitution Capital LLC 14,630 14,230 3% 2021-03-31
Bangor Savings Bank 14,576 9,619 52% 2021-03-31
Baystate Wealth Management LLC 14,479 14,831 2% 2021-03-31
US FINANCIAL ADVISORS, LLC 14,443 12,964 11% 2021-03-31
Alta Wealth Advisors LLC 14,396 13,396 7% 2021-03-31
HALLMARK CAPITAL MANAGEMENT INC 14,196 15,080 6% 2021-03-31
Carmichael Hill & Associates, Inc. 14,128 14,128 No Change 2021-03-31
Center For Asset Management LLC 14,113 0 New Buy 2021-03-31
BRADLEY FOSTER & SARGENT INC/CT 14,099 12,836 10% 2021-03-31
CEDAR CAPITAL, LLC 14,013 17,827 21% 2021-03-31
MCDONALD PARTNERS LLC 14,003 11,212 25% 2021-03-31
ASSET PLANNING SERVICES INC /LA/ /ADV 14,000 7,550 85% 2021-03-31
Lumature Wealth Partners, LLC 13,983 7,040 99% 2021-03-31
Tennessee Valley Asset Management Partners 13,864 14,942 7% 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 13,818 10,538 31% 2021-03-31
Parallel Advisors, LLC 13,800 8,207 68% 2021-03-31
NOTTINGHAM ADVISORS, INC. 13,760 15,142 9% 2021-03-31
Meridian Wealth Advisors, LLC 13,758 0 New Buy 2021-03-31
Brown Miller Wealth Management, LLC 13,710 0 New Buy 2021-03-31
Hillcrest Wealth Advisors - NY, LLC 13,500 13,500 No Change 2021-03-31
XR Securities LLC 13,400 0 New Buy 2021-03-31
WOLFF WIESE MAGANA LLC 13,246 5,937 123% 2021-03-31
Guidance Point Advisors, LLC 13,192 13,133 0% 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 13,129 12,879 2% 2021-03-31
Linscomb & Williams, Inc. 12,954 9,543 36% 2021-03-31
HARVEY CAPITAL MANAGEMENT INC 12,940 0 New Buy 2021-03-31
Trellis Advisors, LLC 12,730 12,730 No Change 2021-03-31
Bay Harbor Wealth Management, LLC 12,670 0 New Buy 2021-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 12,667 0 New Buy 2021-03-31
Mathes Company, Inc. 12,650 12,650 No Change 2021-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,385 0 New Buy 2021-03-31
BKD Wealth Advisors, LLC 12,377 10,240 21% 2021-03-31
FIRST UNITED BANK TRUST/ 12,265 12,440 1% 2021-03-31
Old North State Trust, LLC 12,240 12,240 No Change 2021-03-31
Intersect Capital LLC 12,213 0 New Buy 2021-03-31
Solstein Capital, LLC 12,185 0 New Buy 2021-03-31
ROPES WEALTH ADVISORS LLC 12,175 19,643 38% 2021-03-31
NorthRock Partners, LLC 12,126 12,377 2% 2021-03-31
Valmark Advisers, Inc. 12,036 11,618 4% 2021-03-31
Sandy Spring Bank 11,995 13,595 12% 2021-03-31
FIRST AMERICAN TRUST CO 11,890 0 New Buy 2021-03-31
Verdence Capital Advisors LLC 11,871 11,565 3% 2021-03-31
Union Bankshares Corp 11,859 11,859 No Change 2021-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 11,720 10,992 7% 2021-03-31
Legacy Private Trust Co. 11,689 11,388 3% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 11,583 140,869 92% 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 11,340 11,340 No Change 2021-03-31
COUNTRY TRUST BANK 11,330 39,016 71% 2021-03-31
Acropolis Investment Management, LLC 11,224 11,224 No Change 2021-03-31
YHB Investment Advisors, Inc. 11,092 13,930 20% 2021-03-31
DAVIS R M INC 11,061 11,061 No Change 2021-03-31
Atlanta Capital Group 10,992 10,727 2% 2021-03-31
Sailer Financial LLC 10,942 11,446 4% 2021-03-31
ADIRONDACK TRUST CO 10,800 10,860 1% 2021-03-31
Powell Investment Advisors, LLC 10,721 9,888 8% 2021-03-31
Stelac Advisory Services LLC 10,659 11,684 9% 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 10,567 0 New Buy 2021-03-31
HYMAN CHARLES D 10,522 10,522 No Change 2021-03-31
Strategic Wealth Management Group, LLC 10,514 0 New Buy 2021-03-31
Aries Wealth Management 10,488 8,378 25% 2021-03-31
Asset Advisors Investment Management, LLC 10,440 10,440 No Change 2021-03-31
Journey Advisory Group, LLC 10,275 10,370 1% 2021-03-31
Ironsides Asset Advisors, LLC 10,220 0 New Buy 2021-03-31
RWM Asset Management, LLC 10,195 10,195 No Change 2021-03-31
Raab & Moskowitz Asset Management LLC 10,181 10,181 No Change 2021-03-31
Aurora Private Wealth, Inc. 10,132 18,674 46% 2021-03-31
Jackson Hole Capital Partners, LLC 10,071 2,709 272% 2021-03-31
ARLINGTON PARTNERS LLC 10,030 0 New Buy 2021-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 10,019 12,165 18% 2021-03-31
WHITE PINE CAPITAL LLC 10,000 10,000 No Change 2021-03-31
AlphaStar Capital Management, LLC 9,982 9,603 4% 2021-03-31
APPLETON GROUP WEALTH MANAGEMENT LLC 9,912 9,912 No Change 2021-03-31
Grassi Investment Management 9,910 0 New Buy 2021-03-31
Bartlett & Co. LLC 9,885 9,885 No Change 2021-03-31
Private Wealth Strategies, L.L.C. 9,866 9,827 0% 2021-03-31
LAKE STREET FINANCIAL LLC 9,854 9,732 1% 2021-03-31
First Command Financial Services, Inc. 9,848 2,550 286% 2021-03-31
Northwest Bancshares, Inc. 9,827 10,186 4% 2021-03-31
PSI Advisors, LLC 9,814 9,865 1% 2021-03-31
Safeguard Investment Advisory Group, LLC 9,672 11,359 15% 2021-03-31
Massey, Quick & Co., LLC 9,670 9,668 0% 2021-03-31
Bedel Financial Consulting, Inc. 9,626 9,626 No Change 2021-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 9,609 0 New Buy 2021-03-31
PEOPLES FINANCIAL SERVICES CORP. 9,580 1,150 733% 2021-03-31
GPS Wealth Strategies Group, LLC 9,473 9,637 2% 2021-03-31
Centennial Wealth Advisory LLC 9,437 98,218 90% 2021-03-31
LifeSteps Financial, Inc. 9,400 9,850 5% 2021-03-31
COURIER CAPITAL CORP 9,361 9,361 No Change 2021-03-31
Integrated Investment Consultants, LLC 9,323 0 New Buy 2021-03-31
COWA, LLC 650 9,200 93% 2021-03-31
CHICAGO TRUST Co NA 9,197 8,412 9% 2021-03-31
Executive Wealth Management, LLC 9,177 0 New Buy 2021-03-31
Wealthcare Advisory Partners LLC 9,147 10,012 9% 2021-03-31
Analyst IMS Investment Management Services Ltd. 9,112 0 New Buy 2021-03-31
ADVISORS MANAGEMENT GROUP INC /ADV 9,074 0 New Buy 2021-03-31
Strategic Blueprint, LLC 9,058 0 New Buy 2021-03-31
SIGNATUREFD, LLC 9,023 10,031 10% 2021-03-31
Family Firm, Inc. 8,975 9,733 8% 2021-03-31
ROTHSCHILD INVESTMENT CORP /IL 8,967 9,065 1% 2021-03-31
Oxler Private Wealth LLC 8,949 4,630 93% 2021-03-31
BFSG, LLC 8,799 8,314 6% 2021-03-31
Patriot Financial Group Insurance Agency, LLC 8,793 8,950 2% 2021-03-31
VISTA INVESTMENT MANAGEMENT 8,786 9,151 4% 2021-03-31
Intrua Financial, LLC 8,758 0 New Buy 2021-03-31
Aviance Capital Partners, LLC 8,613 8,413 2% 2021-03-31
Atlas Private Wealth Management 8,577 10,893 21% 2021-03-31
Allen Capital Group, LLC 8,555 8,386 2% 2021-03-31
Accredited Investors Inc. 8,512 8,512 No Change 2021-03-31
Round Rock Advisors, LLC 8,497 0 New Buy 2021-03-31
Halbert, Hargrove/Russell LLC 8,495 0 New Buy 2021-03-31
SNS Financial Group, LLC 8,494 0 New Buy 2021-03-31
WESPAC Advisors, LLC 8,437 0 New Buy 2021-03-31
Beacon Financial Advisory LLC 8,437 8,433 0% 2021-03-31
Retirement Network 8,410 8,387 0% 2021-03-31
Parsec Financial Management, Inc. 8,401 0 New Buy 2021-03-31
W.G. Shaheen & Associates DBA Whitney & Co 8,360 8,525 2% 2021-03-31
Mayflower Financial Advisors, LLC 7,929 0 New Buy 2021-03-31
Adviser Investments LLC 8,039 0 New Buy 2021-03-31
Exchange Capital Management, Inc. 8,007 9,547 16% 2021-03-31
WNY Asset Management, LLC 7,917 0 New Buy 2021-03-31
Regent Peak Wealth Advisors LLC 7,706 5,492 40% 2021-03-31
KLINGENSTEIN FIELDS & CO LLC 7,700 7,700 No Change 2021-03-31
Bristlecone Advisors, LLC 7,687 7,687 No Change 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 7,670 7,670 No Change 2021-03-31
Icon Wealth Partners, LLC 7,662 0 New Buy 2021-03-31
LEE DANNER & BASS INC 7,650 0 New Buy 2021-03-31
Aull & Monroe Investment Management Corp 7,581 7,581 No Change 2021-03-31
JSF Financial, LLC 7,576 0 New Buy 2021-03-31
Lakeview Capital Partners, LLC 7,572 6,333 20% 2021-03-31
TCTC Holdings, LLC 7,567 10,000 24% 2021-03-31
MA Private Wealth 7,508 8,296 9% 2021-03-31
PETTYJOHN CO 7,430 0 New Buy 2021-03-31
Cypress Capital Group 7,395 7,395 No Change 2021-03-31
BlueSky Wealth Advisors, LLC 7,360 0 New Buy 2021-03-31
HawsGoodwin Investment Management LLC 7,250 7,250 No Change 2021-03-31
MIZUHO SECURITIES USA INC. 7,227 0 New Buy 2021-03-31
Legacy Financial Strategies, LLC 7,155 7,155 No Change 2021-03-31
Gilman Hill Asset Management, LLC 7,100 7,100 No Change 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 7,100 6,900 3% 2021-03-31
ALTFEST L J & CO INC 7,068 7,071 0% 2021-03-31
DEARBORN PARTNERS LLC 6,965 0 New Buy 2021-03-31
Sage Mountain Advisors LLC 6,938 5,407 28% 2021-03-31
ASSET MANAGEMENT CORP /IL/ /ADV 6,811 7,300 7% 2021-03-31
Bouchey Financial Group Ltd 6,788 0 New Buy 2021-03-31
JMG Financial Group, Ltd. 6,765 0 New Buy 2021-03-31
CLARET ASSET MANAGEMENT Corp 6,765 6,885 2% 2021-03-31
Strategic Family Wealth Counselors, L.L.C. 6,746 0 New Buy 2021-03-31
CX Institutional 6,726 14,807 55% 2021-03-31
Oldfather Financial Services, LLC 6,717 0 New Buy 2021-03-31
DFPG INVESTMENTS, INC. 6,712 0 New Buy 2021-03-31
Carlson Capital Management 6,670 0 New Buy 2021-03-31
CRA Financial Services, LLC 6,654 0 New Buy 2021-03-31
Costello Asset Management, INC 6,625 6,925 4% 2021-03-31
Eagle Ridge Investment Management 6,597 0 New Buy 2021-03-31
First National Bank of Mount Dora, Trust Investment Services 6,579 7,829 16% 2021-03-31
APPLETON PARTNERS INC/MA 6,576 0 New Buy 2021-03-31
EWG Elevate Inc. 6,544 0 New Buy 2021-03-31
BRYN MAWR TRUST CO/PA 6,490 0 New Buy 2021-03-31
JONES FINANCIAL COMPANIES LLLP 6,486 4,859 33% 2021-03-31
Avestar Capital, LLC 6,484 0 New Buy 2021-03-31
FIRST MIDWEST BANK TRUST DIVISION 6,462 0 New Buy 2021-03-31
GUYASUTA INVESTMENT ADVISORS INC 6,450 0 New Buy 2021-03-31
Single Point Partners, LLC 6,444 0 New Buy 2021-03-31
Wealth Architects, LLC 6,371 6,921 8% 2021-03-31
Schneider Downs Wealth Management Advisors, LP 6,328 0 New Buy 2021-03-31
Autus Asset Management, LLC 6,247 0 New Buy 2021-03-31
IMS Capital Management 6,208 7,203 14% 2021-03-31
Burns Wealth Management, Inc. 6,195 0 New Buy 2021-03-31
Wealth Alliance Advisory Group, LLC 6,190 0 New Buy 2021-03-31
Butler Wick Trust CO 6,177 0 New Buy 2021-03-31
Efficient Wealth Management LLC 6,037 6,037 No Change 2021-03-31
SlateStone Wealth, LLC 6,027 0 New Buy 2021-03-31
Eidelman Virant Capital 6,000 0 New Buy 2021-03-31
Lindbrook Capital, LLC 6,000 470 1,177% 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 5,991 0 New Buy 2021-03-31
Graves-Light Private Wealth Management, Inc. 5,982 5,982 No Change 2021-03-31
Morris Retirement Advisors, LLC 5,941 0 New Buy 2021-03-31
MONTICELLO WEALTH MANAGEMENT, LLC 5,916 0 New Buy 2021-03-31
Edge Wealth Management LLC 5,876 6,215 5% 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 5,825 5,525 5% 2021-03-31
Aptus Capital Advisors, LLC 5,375 2,895 86% 2021-03-31
Horrell Capital Management, Inc. 5,305 3,098 71% 2021-03-31
First National Bank of South Miami 5,210 5,040 3% 2021-03-31
SCBT FINANCIAL CORP 4,793 0 New Buy 2021-03-31
LeJeune Puetz Investment Counsel LLC 4,750 4,750 No Change 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 4,674 4,187 12% 2021-03-31
AUA CAPITAL MANAGEMENT, LLC 4,596 4,596 No Change 2021-03-31
SECURITY NATIONAL TRUST CO 4,471 4,440 1% 2021-03-31
USA Financial Portformulas Corp 4,161 6,021 31% 2021-03-31
Sonora Investment Management, LLC 3,979 4,037 1% 2021-03-31
Financial Enhancement Group LLC 3,574 3,574 No Change 2021-03-31
Hartford Financial Management Inc. 3,493 2,600 34% 2021-03-31
West Oak Capital, LLC 3,465 3,465 No Change 2021-03-31
Ellevest, Inc. 3,363 0 New Buy 2021-03-31
Key FInancial Inc 3,158 3,158 No Change 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3,116 3,368 7% 2021-03-31
Hillstrust 3,000 0 New Buy 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 2,972 3,325 11% 2021-03-31
VALLEY NATIONAL ADVISERS INC 2,954 2,954 No Change 2021-03-31
Millburn Ridgefield Corp 2,838 0 New Buy 2021-03-31
MPS Loria Financial Planners, LLC 2,691 2,683 0% 2021-03-31
Rice Partnership, LLC 2,626 2,626 No Change 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 2,621 1,551 69% 2021-03-31
Parkside Financial Bank & Trust 2,530 2,342 8% 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 2,479 1,199 107% 2021-03-31
BALLAST ADVISORS LLC 2,405 2,405 No Change 2021-03-31
McIlrath & Eck, LLC 2,365 2,365 No Change 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2,344 2,005 17% 2021-03-31
THOMPSON SIEGEL & WALMSLEY LLC 2,298 2,598 12% 2021-03-31
Community Bank, N.A. 2,197 1,136 93% 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2,187 150 1,358% 2021-03-31
AMERICAN NATIONAL BANK 2,115 2,205 4% 2021-03-31
Retirement Group, LLC 2,113 2,302 8% 2021-03-31
PITTENGER & ANDERSON INC 2,075 2,075 No Change 2021-03-31
Filbrandt Wealth Management, LLC 2,030 1,200 69% 2021-03-31
PrairieView Partners, LLC 2,000 2,000 No Change 2021-03-31
Bogart Wealth, LLC 1,940 1,940 No Change 2021-03-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,875 1,875 No Change 2021-03-31
QUADRANT CAPITAL GROUP LLC 1,825 150 1,117% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 1,752 1,452 21% 2021-03-31
ATWOOD & PALMER INC 1,635 1,635 No Change 2021-03-31
Sound Income Strategies, LLC 1,629 1,623 0% 2021-03-31
Cypress Capital Management LLC (WY) 1,550 1,500 3% 2021-03-31
Winch Advisory Services, LLC 1,521 1,452 5% 2021-03-31
S.A. Mason LLC 1,509 1,509 No Change 2021-03-31
Cordasco Financial Network 1,489 289 415% 2021-03-31
Belmont Capital, LLC 1,487 878 69% 2021-03-31
Pinnacle Bank 1,436 1,436 No Change 2021-03-31
Zions Bancorporation, N.A. 1,387 1,387 No Change 2021-03-31
SYM FINANCIAL CORPORATION 1,383 465 197% 2021-03-31
Independence Bank of Kentucky 1,370 1,440 5% 2021-03-31
Lenox Wealth Advisors, Inc. 1,327 1,327 No Change 2021-03-31
Legacy Bridge, LLC 1,175 1,175 No Change 2021-03-31
Investors Research Corp 1,100 1,100 No Change 2021-03-31
WASHINGTON TRUST CO 1,027 1,027 No Change 2021-03-31
Compagnie Lombard, Odier SCA 0 1,000 Sold Out 2021-03-31
Private Ocean, LLC 997 0 New Buy 2021-03-31
Savior LLC 964 964 No Change 2021-03-31
Gradient Investments LLC 961 900 7% 2021-03-31
Capital Investment Counsel, Inc 850 850 No Change 2021-03-31
MOTCO 820 820 No Change 2021-03-31
Front Row Advisors LLC 805 705 14% 2021-03-31
MEEDER ASSET MANAGEMENT INC 804 1,085 26% 2021-03-31
Gemmer Asset Management LLC 801 63 1,171% 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 801 801 No Change 2021-03-31
Dougherty Wealth Advisers LLC 800 800 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 800 800 No Change 2021-03-31
Sugarloaf Wealth Management, LLC 800 312 156% 2021-03-31
Fusion Family Wealth LLC 750 1,000 25% 2021-03-31
Atlas Private Wealth Advisors 738 738 No Change 2021-03-31
Lloyd Advisory Services, LLC. 734 734 No Change 2021-03-31
Tortoise Investment Management, LLC 694 694 No Change 2021-03-31
Brand Asset Management Group, Inc. 687 687 No Change 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 650 650 No Change 2021-03-31
Larson Financial Group LLC 642 642 No Change 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 618 200 209% 2021-03-31
TCI Wealth Advisors, Inc. 616 1,513 59% 2021-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 604 0 New Buy 2021-03-31
BALDWIN BROTHERS INC/MA 10 610 98% 2021-03-31
Financeware, Inc. 590 0 New Buy 2021-03-31
Financial Advantage, Inc. 580 0 New Buy 2021-03-31
Professional Financial Advisors, LLC 548 546 0% 2021-03-31
Paradigm, Strategies in Wealth Management, LLC 538 0 New Buy 2021-03-31
Sterling Investment Advisors, Ltd. 506 506 No Change 2021-03-31
TRUST CO OF VERMONT 500 0 New Buy 2021-03-31
Pacifica Partners Inc. 495 595 17% 2021-03-31
Oakworth Capital, Inc. 490 490 No Change 2021-03-31
HHM Wealth Advisors, LLC 430 530 19% 2021-03-31
Private Capital Group, LLC 417 561 26% 2021-03-31
TD Capital Management LLC 400 400 No Change 2021-03-31
Coastal Capital Group, Inc. 379 378 0% 2021-03-31
Grandview Asset Management LLC 320 0 New Buy 2021-03-31
Riggs Asset Managment Co. Inc. 315 0 New Buy 2021-03-31
Moisand Fitzgerald Tamayo, LLC 300 300 No Change 2021-03-31
DB Wealth Management Group, LLC 284 284 No Change 2021-03-31
Stewardship Financial Advisors, LLC 254 254 No Change 2021-03-31
Asset Dedication, LLC 250 250 No Change 2021-03-31
Firestone Capital Management 215 214 0% 2021-03-31
Rosenberg Matthew Hamilton 202 0 New Buy 2021-03-31
Centerpoint Advisors, LLC 200 0 New Buy 2021-03-31
TFO-TDC, LLC 200 0 New Buy 2021-03-31
Stonebridge Financial Planning Group, LLC 200 200 No Change 2021-03-31
Lowe fs, LLC 180 180 No Change 2021-03-31
Eukles Asset Management 153 153 No Change 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 151 151 No Change 2021-03-31
DELTA ASSET MANAGEMENT LLC/TN 150 197 24% 2021-03-31
MANCHESTER FINANCIAL INC 137 137 No Change 2021-03-31
Tradewinds Capital Management, LLC 133 133 No Change 2021-03-31
Hudock Moyer Wealth Resources, LLC 128 127 1% 2021-03-31
Total Clarity Wealth Management, Inc. 125 0 New Buy 2021-03-31
Roble, Belko & Company, Inc 112 111 1% 2021-03-31
JFS WEALTH ADVISORS, LLC 105 0 New Buy 2021-03-31
Black Swift Group, LLC 0 54,625 Sold Out 2021-03-31
JNBA Financial Advisors 76 0 New Buy 2021-03-31
Phoenix Wealth Advisors 70 70 No Change 2021-03-31
Crewe Advisors LLC 51 0 New Buy 2021-03-31
Semmax Financial Advisors Inc. 32 32 No Change 2021-03-31
Versant Capital Management, Inc 20 20 No Change 2021-03-31
WASHINGTON TRUST BANK 0 8,060 Sold Out 2021-03-31
CT Mason 0 2,265 Sold Out 2021-03-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 0 490,948 Sold Out 2021-03-31
PIN OAK INVESTMENT ADVISORS INC 0 1,774 Sold Out 2021-03-31
WOLVERINE ASSET MANAGEMENT LLC 0 84,500 Sold Out 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 5,247 Sold Out 2021-03-31
HOURGLASS CAPITAL, LLC 0 10,200 Sold Out 2021-03-31
STEELHEAD PARTNERS LLC 0 35,000 Sold Out 2021-03-31
Calamos Advisors LLC 0 585,000 Sold Out 2021-03-31
FIERA SCEPTRE INC. 0 8,314 Sold Out 2021-03-31
Annex Advisory Services, LLC 0 7,140 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 10,209 Sold Out 2021-03-31
GIRARD PARTNERS LTD. 0 14,775 Sold Out 2021-03-31
Alpha Cubed Investments, LLC 0 28,445 Sold Out 2021-03-31
RFG Advisory Group, LLC 0 10,126 Sold Out 2021-03-31
SIMPLEX TRADING, LLC 0 256,271 Sold Out 2021-03-31
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0 1,435,483 Sold Out 2021-03-31
Tredje AP-fonden 0 2,045,000 Sold Out 2021-03-31
FORT PITT CAPITAL GROUP, LLC 0 1 Sold Out 2021-03-31
Connecticut Wealth Management, LLC 0 12,205 Sold Out 2021-03-31
Siena Capital Management, LLC 0 25,000 Sold Out 2021-03-31
Armor Investment Advisors, LLC 0 488 Sold Out 2021-03-31
SpiderRock Advisors LLC 0 6,700 Sold Out 2021-03-31
Global Trust Asset Management, LLC 0 2,600 Sold Out 2021-03-31
Pinnacle Wealth Planning Services, Inc. 0 134 Sold Out 2021-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 0 25 Sold Out 2021-03-31
Signet Investment Advisory Group, Inc. 0 800 Sold Out 2021-03-31
Sepio Capital, LLC 0 14,268 Sold Out 2021-03-31
Bernardo Wealth Planning LLC 0 76,250 Sold Out 2021-03-31
FORTEM FINANCIAL GROUP, LLC 0 2,100 Sold Out 2021-03-31
COWEN AND COMPANY, LLC 0 545,969 Sold Out 2021-03-31
Sloy Dahl & Holst, LLC 0 7,510 Sold Out 2021-03-31
Brown University 0 7,700 Sold Out 2021-03-31
Heartwood Wealth Advisors LLC 0 92,726 Sold Out 2021-03-31
Samalin Investment Counsel, LLC 0 2,264 Sold Out 2021-03-31
Royal Harbor Partners, LLC 0 74,713 Sold Out 2021-03-31
GFG Capital, LLC 0 84,269 Sold Out 2021-03-31
Strategic Wealth Designers 0 74,713 Sold Out 2021-03-31
Kathmere Capital Management, LLC 0 3,889 Sold Out 2021-03-31
Grant Street Asset Management, Inc. 0 102 Sold Out 2021-03-31
Planned Solutions, Inc. 0 1,930 Sold Out 2021-03-31
Johnson Midwest Financial, LLC 0 116 Sold Out 2021-03-31
Kinloch Capital, LLC 0 174 Sold Out 2021-03-31
IFS Advisors, LLC 0 60 Sold Out 2021-03-31
Greenhouse Wealth Management, LLC 0 3,275 Sold Out 2021-03-31
Merrion Investment Management Co, LLC 0 316 Sold Out 2021-03-31
Oder Investment Management, LLC 0 465 Sold Out 2021-03-31
Inspire Advisors, LLC 0 300 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 4,320 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 1,910 Sold Out 2021-03-31
Curi Wealth Management, LLC 0 292 Sold Out 2021-03-31
BANK OF AMERICA CORP /DE/ 79,971,686 85,998,033 7% 2020-12-31
MORGAN STANLEY 46,947,557 0 New Buy 2020-12-31
Susquehanna International Group, LLP 34,315,454 45,823,527 25% 2020-12-31
PRUDENTIAL CORP PLC 29,086,878 6,322,360 360% 2020-12-31
CITIGROUP INC 28,867,419 29,415,193 2% 2020-12-31
BARCLAYS PLC 10,000 10,000 No Change 2020-12-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 0 4,245,700 Sold Out 2020-12-31
CANADA PENSION PLAN INVESTMENT BOARD 14,780,000 1,000,000 1,378% 2020-12-31
CREDIT SUISSE/ 13,985,309 12,505,446 12% 2020-12-31
GOLDMAN SACHS GROUP INC 8,900 8,900 No Change 2020-12-31
MILLENNIUM MANAGEMENT LLC 586,741 288,824 103% 2020-12-31
JANE STREET GROUP, LLC 9,112,884 10,939,252 17% 2020-12-31
Clal Insurance Enterprises Holdings Ltd 7,556,000 9,730,000 22% 2020-12-31
LEONARD GREEN PARTNERS LP 7,500,000 0 New Buy 2020-12-31
BB&T CORP 7,199,511 6,393,141 13% 2020-12-31
FMR LLC 12 7,664,565 100% 2020-12-31
NOMURA HOLDINGS INC 6,621,900 8,731,600 24% 2020-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 6,453,400 1,300,000 396% 2020-12-31
RAYMOND JAMES & ASSOCIATES 6,440,867 5,128,939 26% 2020-12-31
HAP Trading, LLC 5,231,000 0 New Buy 2020-12-31
Psagot Investment House Ltd. 5,174,896 0 New Buy 2020-12-31
LPL Financial CORP 4,720,378 4,972,259 5% 2020-12-31
AMERIPRISE FINANCIAL INC 4,257,168 4,133,163 3% 2020-12-31
Diameter Capital Partners LP 4,230,000 3,000,000 41% 2020-12-31
BANK OF MONTREAL /CAN/ 4,045,503 2,365,228 71% 2020-12-31
NATIXIS 4,000,000 5,000,000 20% 2020-12-31
BESSEMER GROUP INC 3,744,153 3,510 106,571% 2020-12-31
D. E. Shaw & Co., INC. (David E. Shaw) 2,740,770 193,000 1,320% 2020-12-31
Raymond James Financial Services Advisors, Inc. 2,721,202 2,489,304 9% 2020-12-31
FFCM LLC 2,710,024 2,711,980 0% 2020-12-31
BlueCrest Capital Management Ltd 2,704,700 1,135,011 138% 2020-12-31
AGF FUNDS INC 2,698,347 2,698,347 No Change 2020-12-31
STEADFAST CAPITAL MANAGEMENT LLC 2,500,000 0 New Buy 2020-12-31
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 2,500,000 0 New Buy 2020-12-31
Main Management ETF Advisors, LLC 2,316,895 2,323,140 0% 2020-12-31
WOLVERINE TRADING, LLC 2,199,812 2,246,796 2% 2020-12-31
JEFFERIES GROUP INC /DE/ 0 613,800 Sold Out 2020-12-31
CIBC World Markets Inc. 2,080,000 1,745,542 19% 2020-12-31
Deer Park Road Corp 2,000,000 12,000,000 83% 2020-12-31
Mirae Asset Global Investments Co., Ltd. 1,971,300 1,781,404 11% 2020-12-31
TD ASSET MANAGEMENT INC 1,705,000 0 New Buy 2020-12-31
Twin Tree Management, LP 1,531,013 2,719,500 44% 2020-12-31
STIFEL FINANCIAL CORP 3,434 3,434 No Change 2020-12-31
Atom Investors LP 1,381,537 75,000 1,742% 2020-12-31
Point72 Asset Management, L.P. 1,338,000 635,600 111% 2020-12-31
BROWN ADVISORY HOLDINGS INC 0 1,278,256 Sold Out 2020-12-31
Main Management LLC 1,255,086 1,596,159 21% 2020-12-31
Partner Fund Management, L.P. 1,188,100 0 New Buy 2020-12-31
Falcon Edge Capital LP 1,135,495 0 New Buy 2020-12-31
Winton Capital Group Ltd 1,081,036 1,569,934 31% 2020-12-31
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 1,018,523 0 New Buy 2020-12-31
Elliott Investment Management L.P. 1,000,000 10,000,000 90% 2020-12-31
BLUEFIN CAPITAL MANAGEMENT, LLC 0 950,500 Sold Out 2020-12-31
GM Advisory Group, Inc. 930,707 31,091 2,893% 2020-12-31
CASTLEARK MANAGEMENT LLC 909,280 349,580 160% 2020-12-31
DEUTSCHE BANK AG 815,788 473,063 72% 2020-12-31
Luxor Capital Group, LP 805,481 805,481 No Change 2020-12-31
Act Two Investors LLC 748,992 174,616 329% 2020-12-31
Azimuth Capital Management LLC 736,808 724,205 2% 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 665,415 660,234 1% 2020-12-31
ExodusPoint Capital Management, LP 200,000 14,400 1,289% 2020-12-31
Key Square Capital Management LLC 627,442 0 New Buy 2020-12-31
VESTOR CAPITAL CORP 567,538 361,861 57% 2020-12-31
Baird Financial Group, Inc. 2,935 2,102 40% 2020-12-31
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 0 500,000 Sold Out 2020-12-31
ARISTEIA CAPITAL LLC 497,056 447,056 11% 2020-12-31
MAVEN SECURITIES Ltd 495,349 186,286 166% 2020-12-31
Orion Portfolio Solutions, LLC 484,245 487,910 1% 2020-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 449,787 442,629 2% 2020-12-31
Sawtooth Asset Management, Inc. 445,984 389,057 15% 2020-12-31
MML INVESTORS SERVICES, LLC 445,016 499,061 11% 2020-12-31
HSBC HOLDINGS PLC 0 65,641 Sold Out 2020-12-31
KCM INVESTMENT ADVISORS LLC 432,069 438,930 2% 2020-12-31
Neuberger Berman Group LLC 422,589 283,781 49% 2020-12-31
CONTINENTAL ADVISORS LLC 410,000 486,100 16% 2020-12-31
TWO SIGMA SECURITIES, LLC 152,797 82,900 84% 2020-12-31
Lombard Odier Asset Management (USA) Corp 400,000 0 New Buy 2020-12-31
LINDEN ADVISORS LP 399,400 200,000 100% 2020-12-31
ASPIRIANT, LLC 396,139 410,655 4% 2020-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 387,008 419,871 8% 2020-12-31
SUNRISE PARTNERS LLC /CT 264,600 3,185 8,208% 2020-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 375,041 494,616 24% 2020-12-31
Frisch Financial Group, Inc. 357,320 0 New Buy 2020-12-31
Veritable, L.P. 352,251 387,701 9% 2020-12-31
FIRST INTERSTATE BANK 350,569 356,399 2% 2020-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 0 142,000 Sold Out 2020-12-31
MT LUCAS MANAGEMENT CORP 335,148 0 New Buy 2020-12-31
Vestcor Investment Management Corp 330,400 489,200 32% 2020-12-31
TWO SIGMA INVESTMENTS LLC 327,905 2,634,500 88% 2020-12-31
ATRIA INVESTMENTS LLC 319,985 228,294 40% 2020-12-31
PUTNAM INVESTMENTS LLC 315,500 0 New Buy 2020-12-31
GAMCO INVESTORS, INC. ET AL 309,964 336,381 8% 2020-12-31
JD Financial Services Inc. 303,784 0 New Buy 2020-12-31
Polar Securities Inc. 150,000 476,400 69% 2020-12-31
Pathstone Family Office, LLC 295,466 297,569 1% 2020-12-31
Cetera Investment Advisers 291,930 76,035 284% 2020-12-31
Bank of New York Mellon CORP 284,439 305,135 7% 2020-12-31
ELLINGTON MANAGEMENT GROUP LLC 280,000 0 New Buy 2020-12-31
Salomon & Ludwin, LLC 275,857 298,823 8% 2020-12-31
Sovarnum Capital L.P. 275,000 0 New Buy 2020-12-31
HARRELL INVESTMENT PARTNERS, LLC 273,806 275,798 1% 2020-12-31
Verition Fund Managegment LLC 267,400 500,000 47% 2020-12-31
Hilltop Holdings Inc. 266,001 23,387 1,037% 2020-12-31
Capula Management Ltd 260,100 227,100 15% 2020-12-31
Green Harvest Asset Management LLC 58,992 0 New Buy 2020-12-31
QVT Financial LP 245,309 245,309 No Change 2020-12-31
CLS INVESTMENT FIRM, LLC 240,059 218,726 10% 2020-12-31
BCJ Capital Management, LLC 237,582 204,741 16% 2020-12-31
CIM, LLC 230,691 211,141 9% 2020-12-31
Kore Private Wealth LLC 229,087 164,278 39% 2020-12-31
CHIRON CAPITAL MANAGEMENT, LLC 227,276 253,251 10% 2020-12-31
BAILARD, INC. 216,141 229,121 6% 2020-12-31
BLAIR WILLIAM & CO/IL 211,426 164,499 29% 2020-12-31
Financial Network 209,561 179,477 17% 2020-12-31
CAMDEN NATIONAL BANK 202,071 217,481 7% 2020-12-31
INNEALTA CAPITAL, LLC 198,086 62,600 216% 2020-12-31
HOWARD CAPITAL MANAGEMENT 195,758 195,291 0% 2020-12-31
Advisory Services Network, LLC 193,711 186,611 4% 2020-12-31
DIAM Co., Ltd. 186,550 207,400 10% 2020-12-31
SANDLER ONEILL ASSET MANAGEMENT LLC 180,200 228,900 21% 2020-12-31
Asset Management Investors, LLC 178,012 178,452 0% 2020-12-31
AMG National Trust Bank 177,996 224,383 21% 2020-12-31
SCHMEIDLER A R & CO INC 173,716 151,741 14% 2020-12-31
Eqis Capital Management, Inc. 171,383 0 New Buy 2020-12-31
BANQUE PICTET & CIE SA 169,380 96,780 75% 2020-12-31
Proquility Private Wealth Partners, LLC 168,879 0 New Buy 2020-12-31
STRINGER ASSET MANAGEMENT, LLC 154,803 0 New Buy 2020-12-31
FIL Ltd 153,864 120,840 27% 2020-12-31
HRT FINANCIAL LLC 153,856 0 New Buy 2020-12-31
Integrated Wealth Concepts LLC 153,706 164,837 7% 2020-12-31
Berry Street Capital Management LLP 150,000 0 New Buy 2020-12-31
Callan Capital, LLC 149,866 150,673 1% 2020-12-31
Multi-Financial Securities Corp 148,074 212,384 30% 2020-12-31
GeoWealth Management, LLC 138,854 116,946 19% 2020-12-31
WELLINGTON MANAGEMENT CO LLP 133,152 0 New Buy 2020-12-31
AMI INVESTMENT MANAGEMENT INC 131,971 131,857 0% 2020-12-31
Equitable Holdings, Inc. 129,880 163,414 21% 2020-12-31
Steward Partners Investment Advisory, LLC 129,405 128,030 1% 2020-12-31
Full Sail Capital, LLC 128,094 132,295 3% 2020-12-31
Private Wealth Advisors, LLC 121,283 114,946 6% 2020-12-31
Cavalier Investments 120,309 108,000 11% 2020-12-31
CSS LLC/IL 119,916 252,900 53% 2020-12-31
Bard Financial Services, Inc. 119,300 0 New Buy 2020-12-31
National Asset Management, Inc. 119,249 147,637 19% 2020-12-31
Laurel Wealth Advisors, Inc. 118,578 150,962 21% 2020-12-31
Lido Advisors, LLC 117,855 46,889 151% 2020-12-31
Bluesphere Advisors, LLC 117,401 0 New Buy 2020-12-31
STEPHENS INC /AR/ 115,706 116,145 0% 2020-12-31
PEAPACK GLADSTONE FINANCIAL CORP 108,775 124,950 13% 2020-12-31
VAUGHAN DAVID INVESTMENTS INC/IL 106,570 123,999 14% 2020-12-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 106,000 108,600 2% 2020-12-31
H D Vest Advisory Services 102,265 271,978 62% 2020-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 100,802 0 New Buy 2020-12-31
OLD MISSION CAPITAL, LLC 100,637 0 New Buy 2020-12-31
Black Maple Capital Management LP 100,000 0 New Buy 2020-12-31
GLENMEDE TRUST CO NA 97,279 116,554 17% 2020-12-31
PICTET ASSET MANAGEMENT LTD 95,288 49,288 93% 2020-12-31
SG3 Management, LLC 95,000 95,000 No Change 2020-12-31
CAPTRUST FINANCIAL ADVISORS 93,614 99,115 6% 2020-12-31
Ferris Capital, LLC 87,710 77,902 13% 2020-12-31
Evercore Wealth Management, LLC 87,481 32,680 168% 2020-12-31
Private Wealth Advisors, Inc. 86,821 96,384 10% 2020-12-31
HENDERSON GROUP PLC 0 571,222 Sold Out 2020-12-31
Aperture Investors, LLC 85,921 65,205 32% 2020-12-31
Budros, Ruhlin & Roe, Inc. 84,824 62,481 36% 2020-12-31
Mawer Investment Management Ltd. 84,650 0 New Buy 2020-12-31
LUCAS CAPITAL MANAGEMENT 82,974 0 New Buy 2020-12-31
Glovista Investments LLC 82,228 0 New Buy 2020-12-31
Mutual Advisors, LLC 81,937 65,842 24% 2020-12-31
Richard Bernstein Advisors LLC 81,104 72,938 11% 2020-12-31
Baker Avenue Asset Management, LP 79,872 79,872 No Change 2020-12-31
IHT Wealth Management, LLC 77,511 75,260 3% 2020-12-31
Integrated Advisors Network LLC 75,646 9,895 664% 2020-12-31
Muzinich & Co., Inc. 75,000 0 New Buy 2020-12-31
Court Place Advisors, LLC 73,070 74,770 2% 2020-12-31
Abbot Financial Management, Inc. 72,947 72,026 1% 2020-12-31
Sequoia Financial Advisors, LLC 72,024 76,772 6% 2020-12-31
Financial Architects, Inc 71,393 78,790 9% 2020-12-31
Centiva Capital, LP 70,000 20,000 250% 2020-12-31
Capital Advisors, Ltd. LLC 69,384 66,580 4% 2020-12-31
FormulaFolio Investments, LLC 67,391 0 New Buy 2020-12-31
People's United Financial, Inc. 67,270 67,952 1% 2020-12-31
CAMBRIDGE TRUST CO 66,781 25,077 166% 2020-12-31
Principle Wealth Partners LLC 63,664 18,095 252% 2020-12-31
BP WEALTH MANAGEMENT, LLC 1,537 51,697 97% 2020-12-31
Banco Santander, S.A. 49,835 40,800 22% 2020-12-31
MISSION CREEK CAPITAL PARTNERS, INC 61,974 59,545 4% 2020-12-31
Atlantic Trust Group, LLC 61,651 0 New Buy 2020-12-31
Coastline Trust CO 61,025 59,915 2% 2020-12-31
Ancora Advisors, LLC 0 4,200 Sold Out 2020-12-31
Prestige Wealth Management Group LLC 57,660 185,455 69% 2020-12-31
Covenant Multifamily Offices, LLC 54,190 54,021 0% 2020-12-31
LOWE BROCKENBROUGH & CO INC 53,998 55,398 3% 2020-12-31
FIDUCIARY TRUST CO 53,895 31,645 70% 2020-12-31
Windsor Capital Management, LLC 53,827 52,708 2% 2020-12-31
Kepos Capital LP 53,690 0 New Buy 2020-12-31
AMERITAS INVESTMENT CORP 53,302 43,956 21% 2020-12-31
WEALTHSOURCE PARTNERS, LLC 52,466 0 New Buy 2020-12-31
BEACON FINANCIAL GROUP 50,331 51,839 3% 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 49,513 49,417 0% 2020-12-31
Walleye Trading LLC 49,400 564,100 91% 2020-12-31
RiverGlades Family Offices LLC 49,280 49,395 0% 2020-12-31
JOHNSON INVESTMENT COUNSEL INC 48,679 48,414 1% 2020-12-31
Steel Peak Wealth Management LLC 46,573 45,338 3% 2020-12-31
REGIONS FINANCIAL CORP 46,505 0 New Buy 2020-12-31
Golden State Wealth Management, LLC 45,051 51,416 12% 2020-12-31
Belpointe Asset Management LLC 45,033 0 New Buy 2020-12-31
FOX RUN MANAGEMENT, L.L.C. 43,400 0 New Buy 2020-12-31
Bank Julius Baer & Co. Ltd, Zurich 43,394 40,952 6% 2020-12-31
COLONY GROUP LLC 42,909 41,774 3% 2020-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41,714 22,885 82% 2020-12-31
GERMAN AMERICAN BANCORP, INC. 39,923 15,344 160% 2020-12-31
American Institute for Advanced Investment Management, LLP 39,400 39,800 1% 2020-12-31
Midwest Professional Planners, LTD. 38,764 0 New Buy 2020-12-31
COMERICA SECURITIES,INC. 36,848 24,871 48% 2020-12-31
PARK AVENUE SECURITIES LLC 35,598 34,225 4% 2020-12-31
Wunderlich Securities, Inc. 35,433 39,804 11% 2020-12-31
PEDDOCK CAPITAL ADVISORS, LLC 35,384 34,285 3% 2020-12-31
MONTAG A & ASSOCIATES INC 35,224 34,872 1% 2020-12-31
Aveo Capital Partners, LLC 35,123 22,990 53% 2020-12-31
GREENWOOD CAPITAL ASSOCIATES LLC 35,103 0 New Buy 2020-12-31
Keebeck Wealth Management, LLC 34,466 34,709 1% 2020-12-31
FLOW TRADERS U.S. LLC 34,294 58,460 41% 2020-12-31
Williams Jones Wealth Management, LLC. 33,902 33,913 0% 2020-12-31
Western Wealth Management, LLC 33,827 36,206 7% 2020-12-31
MONETARY MANAGEMENT GROUP INC 33,800 33,500 1% 2020-12-31
PROEQUITIES, INC. 33,196 28,283 17% 2020-12-31
Personal Capital Advisors Corp 32,199 294,443 89% 2020-12-31
Sontag Advisory, LLC 31,546 29,020 9% 2020-12-31
SkyView Investment Advisors, LLC 31,234 0 New Buy 2020-12-31
Kirkoswald Asset Management LLC 30,700 0 New Buy 2020-12-31
Brick & Kyle, Associates 30,326 31,494 4% 2020-12-31
Alpine Partners VI, LLC 29,995 77,627 61% 2020-12-31
FRANKLIN RESOURCES INC 29,968 31,603 5% 2020-12-31
MidWestOne Financial Group, Inc. 29,103 29,103 No Change 2020-12-31
CAPE ANN SAVINGS BANK 28,788 0 New Buy 2020-12-31
Abbrea Capital, LLC 28,249 22,109 28% 2020-12-31
EAGLE CAPITAL MANAGEMENT LLC 25,999 0 New Buy 2020-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 25,567 23,203 10% 2020-12-31
Advisors Capital Management, LLC 25,494 0 New Buy 2020-12-31
Golden State Equity Partners 25,244 0 New Buy 2020-12-31
Telemetry Investments, L.L.C. 25,000 25,000 No Change 2020-12-31
CONDOR CAPITAL MANAGEMENT 24,698 26,303 6% 2020-12-31
Apollon Wealth Management, LLC 24,648 0 New Buy 2020-12-31
9258 Wealth Management, LLC 23,682 23,682 No Change 2020-12-31
Tranquility Partners, LLC 23,650 23,650 No Change 2020-12-31
CHILTON CAPITAL MANAGEMENT LLC 23,609 22,401 5% 2020-12-31
CYPRESS CAPITAL MANAGEMENT LLC 23,353 29,053 20% 2020-12-31
Change Path, LLC 23,212 0 New Buy 2020-12-31
SeaCrest Wealth Management, LLC 22,876 29,156 22% 2020-12-31
Biltmore Family Office, LLC 22,111 27,311 19% 2020-12-31
Avitas Wealth Management LLC 21,945 22,047 0% 2020-12-31
Kessler Investment Group, LLC 21,802 9,934 119% 2020-12-31
HoyleCohen, LLC 21,799 8,628 153% 2020-12-31
Nikulski Financial, Inc. 21,746 21,746 No Change 2020-12-31
3D/L Capital Management, LLC 21,679 0 New Buy 2020-12-31
WEDBUSH MORGAN SECURITIES INC 21,141 24,909 15% 2020-12-31
Laidlaw Wealth Management LLC 20,946 16,364 28% 2020-12-31
Tradition Wealth Management, LLC 20,701 0 New Buy 2020-12-31
Covington Capital Management 20,440 20,400 0% 2020-12-31
EVOKE WEALTH, LLC 20,091 5,677 254% 2020-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19,647 19,473 1% 2020-12-31
FineMark National Bank & Trust 19,630 19,630 No Change 2020-12-31
American Financial Advisors, LLC 19,552 19,347 1% 2020-12-31
Rikoon Group, LLC 19,537 13,274 47% 2020-12-31
HBK Sorce Advisory LLC 19,501 15,705 24% 2020-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 19,454 15,535 25% 2020-12-31
Global Endowment Management, LP 19,030 0 New Buy 2020-12-31
TNB Financial 18,912 17,787 6% 2020-12-31
BOURGEON CAPITAL MANAGEMENT LLC 18,521 18,521 No Change 2020-12-31
Kaizen Financial Strategies 18,416 0 New Buy 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 18,337 9,910 85% 2020-12-31
Actinver Wealth Management, Inc. 18,281 12,414 47% 2020-12-31
Man Group plc 18,008 0 New Buy 2020-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,582 18,221 4% 2020-12-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 17,463 7,402 136% 2020-12-31
EATON VANCE MANAGEMENT 17,456 20,891 16% 2020-12-31
Sunbelt Securities, Inc. 17,360 18,142 4% 2020-12-31
Voya Financial Advisors, Inc. 17,173 18,170 5% 2020-12-31
Northeast Financial Consultants Inc 17,143 0 New Buy 2020-12-31
Hexagon Capital Partners LLC 16,874 16,874 No Change 2020-12-31
InTrack Investment Management Inc 16,850 0 New Buy 2020-12-31
Marks Group Wealth Management, Inc 16,812 13,105 28% 2020-12-31
Rollins Financial 16,679 0 New Buy 2020-12-31
Winslow, Evans & Crocker, Inc. 16,361 15,103 8% 2020-12-31
JAMES INVESTMENT RESEARCH INC 16,252 0 New Buy 2020-12-31
INVESTMENT ADVISORY SERVICES INC /TX /ADV 16,013 0 New Buy 2020-12-31
TOMPKINS FINANCIAL CORP 15,912 2,106 656% 2020-12-31
Ciovacco Capital Management LLC 15,182 0 New Buy 2020-12-31
Argent Trust Co 14,793 8,790 68% 2020-12-31
Navis Wealth Advisors, LLC 14,219 0 New Buy 2020-12-31
OPPENHEIMER ASSET MANAGEMENT INC 13,938 9,580 45% 2020-12-31
WETHERBY ASSET MANAGEMENT INC 13,900 13,440 3% 2020-12-31
Apexium Financial, LP 13,866 14,946 7% 2020-12-31
FIRST WILSHIRE SECURITIES MANAGEMENT INC 13,718 13,718 No Change 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 5,827 5,932 2% 2020-12-31
QUANTLAB CAPITAL MANAGEMENT LTD 13,400 13,400 No Change 2020-12-31
Edge Capital Group, LLC 13,343 13,343 No Change 2020-12-31
Cresset Asset Management, LLC 13,127 13,127 No Change 2020-12-31
Banco de Sabadell, S.A 13,000 13,000 No Change 2020-12-31
WESTWOOD HOLDINGS GROUP INC 12,802 0 New Buy 2020-12-31
HPM Partners LLC 12,681 0 New Buy 2020-12-31
BBK Capital Partners, LLC 12,676 13,171 4% 2020-12-31
MCF Advisors LLC 12,618 12,618 No Change 2020-12-31
Indie Asset Partners, LLC 12,616 15,016 16% 2020-12-31
Hall Kathryn A. 12,214 13,745 11% 2020-12-31
Brown Advisory Securities, LLC 12,189 12,189 No Change 2020-12-31
Beacon Pointe Advisors, LLC 11,738 10,553 11% 2020-12-31
Goodman & Company, Investment Counsel Ltd. 11,735 11,985 2% 2020-12-31
BERRY GROUP, LLC 11,559 11,559 No Change 2020-12-31
Fusion Capital, LLC 11,397 12,364 8% 2020-12-31
Capital Asset Advisory Services LLC 11,222 7,892 42% 2020-12-31
HM PAYSON & CO 11,108 11,108 No Change 2020-12-31
tru Independence LLC 11,000 2,250 389% 2020-12-31
ELCO Management Co., LLC 10,905 11,215 3% 2020-12-31
Hartland & Co., LLC 10,699 10,783 1% 2020-12-31
Creegan & Nassoura Financial Group, LLC 10,525 10,525 No Change 2020-12-31
Aspen Investment Management Inc 10,341 10,841 5% 2020-12-31
LCNB CORP 10,250 0 New Buy 2020-12-31
Drexel Morgan & Co. 10,200 10,200 No Change 2020-12-31
SMITH, MOORE & CO. 10,037 13,182 24% 2020-12-31
Baldwin Investment Management, LLC 9,930 9,710 2% 2020-12-31
Visionary Wealth Advisors 9,821 0 New Buy 2020-12-31
Kalos Management, Inc. 9,649 9,827 2% 2020-12-31
Main Street Financial Solutions, LLC 9,620 0 New Buy 2020-12-31
EP Wealth Advisors, Inc. 9,573 10,959 13% 2020-12-31
PIER 88 INVESTMENT PARTNERS LLC 6,680 0 New Buy 2020-12-31
Vivaldi Capital Management, LLC 9,361 9,997 6% 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 9,351 8,383 12% 2020-12-31
Arete Wealth Advisors, LLC 9,170 0 New Buy 2020-12-31
Acorn Wealth Advisors, LLC 9,098 9,121 0% 2020-12-31
NexWave Capital Partners LLC 9,047 0 New Buy 2020-12-31
Crestwood Advisors LLC 9,034 8,973 1% 2020-12-31
First Heartland Consultants, Inc. 8,989 9,111 1% 2020-12-31
Warren Averett Asset Management, LLC 8,982 10,435 14% 2020-12-31
Arcus Capital Partners, LLC 8,887 0 New Buy 2020-12-31
CARRET ASSET MANAGEMENT 8,436 10,420 19% 2020-12-31
Pointe Capital Management LLC 8,236 0 New Buy 2020-12-31
Allen Investment Management LLC 8,004 0 New Buy 2020-12-31
SRS Capital Advisors, Inc. 7,996 8,104 1% 2020-12-31
Financial Engines Advisors L.L.C. 7,842 0 New Buy 2020-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 7,773 8,473 8% 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 7,756 7,756 No Change 2020-12-31
Azora Capital LP 7,696 0 New Buy 2020-12-31
Intercontinental Wealth Advisors, LLC 7,683 0 New Buy 2020-12-31
Biltmore Capital Advisors LLC 7,580 0 New Buy 2020-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 7,335 0 New Buy 2020-12-31
Tower Research Capital LLC 7,275 37 19,562% 2020-12-31
Elgethun Capital Management 7,141 7,105 1% 2020-12-31
Clearbridge Advisors, LLC 7,114 0 New Buy 2020-12-31
FRONT BARNETT ASSOCIATES LLC 7,046 0 New Buy 2020-12-31
MCMILLION CAPITAL MANAGEMENT INC 6,763 0 New Buy 2020-12-31
Manchester Capital Management LLC 6,600 6,600 No Change 2020-12-31
Capstone Triton Financial Group, LLC 6,382 0 New Buy 2020-12-31
Heritage Wealth Advisors 6,227 0 New Buy 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 6,172 6,172 No Change 2020-12-31
Founders Financial Alliance, LLC 50 19,717 100% 2020-12-31
Rockbridge Investment Management, LCC 5,198 5,047 3% 2020-12-31
BDO Wealth Advisors, LLC 4,904 4,896 0% 2020-12-31
Capital Advisory Group Advisory Services, LLC 4,728 5,550 15% 2020-12-31
SALEM INVESTMENT COUNSELORS INC 4,704 4,779 2% 2020-12-31
BENJAMIN EDWARDS INC 4,505 0 New Buy 2020-12-31
Banque Cantonale Vaudoise 4,400 0 New Buy 2020-12-31
GABLES CAPITAL MANAGEMENT INC. 4,250 4,250 No Change 2020-12-31
Financial Advisory Service, Inc. 3,928 1,087 261% 2020-12-31
RMR Wealth Builders 3,907 17,651 78% 2020-12-31
Bollard Group LLC 3,722 4,679 20% 2020-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,421 3,421 No Change 2020-12-31
Wagner Wealth Management, LLC 3,288 0 New Buy 2020-12-31
Global Wealth Management Investment Advisory, Inc. 3,037 3,037 No Change 2020-12-31
NORTHERN OAK CAPITAL MANAGEMENT INC 2,963 2,963 No Change 2020-12-31
Turim 21 Investimentos Ltda. 2,890 17,302 83% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 2,860 3,859 26% 2020-12-31
HCR Wealth Advisors 2,797 2,647 6% 2020-12-31
BROWN BROTHERS HARRIMAN & CO 2,746 989 178% 2020-12-31
First Command Bank 2,550 0 New Buy 2020-12-31
Ambassador Advisors, LLC 2,285 2,285 No Change 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 2,250 2,250 No Change 2020-12-31
Charter Oak Capital Management, LLC 2,192 0 New Buy 2020-12-31
Perigon Wealth Management, LLC 2,091 0 New Buy 2020-12-31
Hoover Financial Advisors, Inc. 2,040 0 New Buy 2020-12-31
BerganKDV Wealth Management, LLC 2,000 0 New Buy 2020-12-31
True Link Financial Advisors, LLC 1,975 0 New Buy 2020-12-31
Altus Wealth Group LLC 1,944 0 New Buy 2020-12-31
Horan Securities, Inc. 1,739 3,945 56% 2020-12-31
Plante Moran Financial Advisors Ltd Partnership 1,666 1,666 No Change 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,653 1,653 No Change 2020-12-31
CREDIT AGRICOLE S A 1,600 8,100 80% 2020-12-31
Summit Investment Advisors, Inc. 1,470 206,540 99% 2020-12-31
Pacific Center for Financial Services 1,445 1,001 44% 2020-12-31
Birchcreek Wealth Management, LLC 1,325 0 New Buy 2020-12-31
Eudaimonia Partners, LLC 1,175 1,455 19% 2020-12-31
Mine & Arao Wealth Creation & Management, LLC. 1,116 1,116 No Change 2020-12-31
SAGE PRIVATE WEALTH GROUP, LLC 1,103 0 New Buy 2020-12-31
ALBION FINANCIAL GROUP /UT 1,026 0 New Buy 2020-12-31
Truvestments Capital LLC 1,000 1,000 No Change 2020-12-31
Pacitti Group Inc. 1,000 1,000 No Change 2020-12-31
BELLEVUE ASSET MANAGEMENT, LLC 1,000 1,000 No Change 2020-12-31
Freestone Capital Holdings, LLC 958 106 804% 2020-12-31
AllSquare Wealth Management LLC 829 829 No Change 2020-12-31
FSA Wealth Management LLC 800 0 New Buy 2020-12-31
Archer Investment Corp 768 868 12% 2020-12-31
Center for Financial Planning, Inc. 705 0 New Buy 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 646 645 0% 2020-12-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 642 641 0% 2020-12-31
MayTech Global Investments, LLC 500 500 No Change 2020-12-31
Freedman Financial Associates, Inc. 450 0 New Buy 2020-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 400 0 New Buy 2020-12-31
Vectors Research Management, LLC 346 346 No Change 2020-12-31
BAINCO INTERNATIONAL INVESTORS 180 0 New Buy 2020-12-31
Balentine LLC 170 0 New Buy 2020-12-31
Intellectus Partners, LLC 135 12,737 99% 2020-12-31
Reby Advisors, LLC 125 0 New Buy 2020-12-31
Addison Advisors LLC 110 0 New Buy 2020-12-31
Concord Wealth Partners 75 0 New Buy 2020-12-31
Capital Analysts, Inc. 59 59 No Change 2020-12-31
Disciplined Investments, LLC 51 51 No Change 2020-12-31
Accel Wealth Management 14 0 New Buy 2020-12-31
ONTARIO TEACHERS PENSION PLAN BOARD 0 174,000 Sold Out 2020-12-31
EJF Capital LLC 0 650,000 Sold Out 2020-12-31
Graham Capital Management, L.P. 0 5,650,000 Sold Out 2020-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 0 150,338 Sold Out 2020-12-31
CIBC Global Asset Management Inc 0 1,103,200 Sold Out 2020-12-31
SCOPIA MANAGEMENT INC 0 387,141 Sold Out 2020-12-31
Quantitative Investment Management, LLC 0 1,116,372 Sold Out 2020-12-31
ALPINE WOODS CAPITAL INVESTORS, LLC 0 40,000 Sold Out 2020-12-31
CAPITAL ONE FINANCIAL CORP 0 14,447 Sold Out 2020-12-31
Manatuck Hill Partners, LLC 0 30,000 Sold Out 2020-12-31
Johnson Financial Group, Inc. 0 533 Sold Out 2020-12-31
J. Goldman & Co LP 0 57,087 Sold Out 2020-12-31
Virtu Financial LLC 0 14,748 Sold Out 2020-12-31
Asset Management Group, Inc. 0 9,098 Sold Out 2020-12-31
SMITHFIELD TRUST CO 0 1,000 Sold Out 2020-12-31
BTG Pactual Global Asset Management Ltd 0 45,000 Sold Out 2020-12-31
Advisory Alpha, LLC 0 393,242 Sold Out 2020-12-31
Simcoe Capital Management, LLC 0 33,800 Sold Out 2020-12-31
Graticule Asia Macro Advisors LLC 0 420,000 Sold Out 2020-12-31
Cedar Wealth Management, LLC 0 271 Sold Out 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 0 534,736 Sold Out 2020-12-31
Itau Unibanco Holding S.A. 0 1,108,444 Sold Out 2020-12-31
GenTrust, LLC 0 65,000 Sold Out 2020-12-31
Hunting Hill Global Capital, LLC 0 28,600 Sold Out 2020-12-31
Shepherd Financial Partners LLC 0 12,643 Sold Out 2020-12-31
Resource Management, LLC 0 11,249 Sold Out 2020-12-31
Emerald Investment Partners, LLC 0 2,844 Sold Out 2020-12-31
Altshuler Shaham Ltd 0 79,951 Sold Out 2020-12-31
Qube Research & Technologies Ltd 0 236,126 Sold Out 2020-12-31
Rokos Capital Management LLP 0 12,500,000 Sold Out 2020-12-31
Aspire Private Capital, LLC 0 339 Sold Out 2020-12-31
HOEY INVESTMENTS, INC 0 460 Sold Out 2020-12-31
Kingsview Wealth Management, LLC 0 30,000 Sold Out 2020-12-31
Pinz Capital Management, LP 0 20,000 Sold Out 2020-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 0 139 Sold Out 2020-12-31
Axiom Investment Management LLC 0 10,650 Sold Out 2020-12-31
Jump Financial, LLC 0 61,755 Sold Out 2020-12-31
CATALYST PRIVATE WEALTH, LLC 0 40 Sold Out 2020-12-31
PACES FERRY WEALTH ADVISORS, LLC 0 592 Sold Out 2020-12-31
Platform Technology Partners 0 33,496 Sold Out 2020-12-31
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