13F Filing Dashboard
Filing Quarter
2020-12-31
Filing Period
2021-01-01to2021-02-14
Last Update
2021-01-19 13:54:04
Enter Your Stock Symbol
407
Filing Accepted
Filing Company
Total Value ($M)
 Hedge Funds Only
1
2021-01-19 13:56:13
STEWARDSHIP ADVISORS LLC
246
Portfolio
2
2021-01-19 13:25:08
ALLEN CAPITAL GROUP LLC
415
Portfolio
3
2021-01-19 13:21:25
MP THRIFT GLOBAL ADVISERS III LLC
0
Portfolio
4
2021-01-19 13:19:31
STACK FINANCIAL MANAGEMENT INC
1,135
Portfolio
5
2021-01-19 13:16:14
SPIRIT OF AMERICA MANAGEMENT CORP NY
399
Portfolio
6
2021-01-19 13:01:03
EXCHANGE TRADED CONCEPTS LLC
2,154
Portfolio
7
2021-01-19 12:48:59
ATLAS BROWN INC
193
Portfolio
8
2021-01-19 12:43:31
S E E D PLANNING GROUP LLC
167
Portfolio
9
2021-01-19 12:43:19
JUSTINVEST LLC
34
Portfolio
10
2021-01-19 12:39:42
FNY INVESTMENT ADVISERS LLC
367
Portfolio
11
2021-01-19 12:26:48
FORTE CAPITAL LLC ADV
648
Portfolio
12
2021-01-19 12:25:54
HEDEKER WEALTH MANAGEMENT GROUP LLC
286
Portfolio
13
2021-01-19 12:15:18
GALIBIER CAPITAL MANAGEMENT LTD
578
Portfolio
14
2021-01-19 12:15:12
FIRST UNITED BANK TRUST
207
Portfolio
15
2021-01-19 12:11:02
HUBBELL STRICKLAND WEALTH MANAGEMENT LLC
146
Portfolio
16
2021-01-19 11:57:18
DNB ASSET MANAGEMENT AS
11,412
Portfolio
17
2021-01-19 11:44:42
USA MUTUALS ADVISORS INC
55
Portfolio
18
2021-01-19 11:32:57
APPLETON PARTNERS INC MA
1,016
Portfolio
19
2021-01-19 11:27:42
PELHAM GLOBAL FINANCIALS LTD
243
Portfolio
20
2021-01-19 11:23:16
PELHAM CAPITAL LTD
Ross Turner
1,510
Portfolio
21
2021-01-19 11:20:28
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LTD
5,163
Portfolio
22
2021-01-19 10:56:21
RHENMAN PARTNERS ASSET MANAGEMENT AB
Henrik Rhenman
1,226
Portfolio
23
2021-01-19 10:45:03
PEREGRINE CAPITAL MANAGEMENT LLC
5,261
Portfolio
24
2021-01-19 10:18:28
REITZ CAPITAL ADVISORS LLC
124
Portfolio
25
2021-01-19 10:05:48
LENOX WEALTH ADVISORS INC
703
Portfolio
26
2021-01-19 09:45:46
ADDENDA CAPITAL INC
1,587
Portfolio
27
2021-01-19 09:34:42
BLB B ADVISORS LLC
1,235
Portfolio
28
2021-01-19 09:34:20
YOUNGS ADVISORY GROUP INC
74
Portfolio
29
2021-01-19 09:33:59
UNISON ADVISORS LLC
443
Portfolio
30
2021-01-19 09:32:55
COMPREHENSIVE PORTFOLIO MANAGEMENT LLC
1,045
Portfolio
31
2021-01-19 09:32:34
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC
278
Portfolio
32
2021-01-19 09:32:15
CALIFORNIA CAPITAL ADVISORS INC
157
Portfolio
33
2021-01-19 09:31:55
CONGRESS PARK CAPITAL LLC
169
Portfolio
34
2021-01-19 09:31:32
SPECTRUM WEALTH ADVISORY GROUP LLC
89
Portfolio
35
2021-01-19 09:31:12
HURLOW WEALTH MANAGEMENT GROUP INC
127
Portfolio
36
2021-01-19 09:30:51
TAP CONSULTING LLC
278
Portfolio
37
2021-01-19 09:30:31
TRITON WEALTH MANAGEMENT PLLC
157
Portfolio
38
2021-01-19 09:29:07
SEQUENT ASSET MANAGEMENT LLC
152
Portfolio
39
2021-01-19 09:24:26
CENTRE ASSET MANAGEMENT LLC
215
Portfolio
40
2021-01-19 09:23:13
VIVID FINANCIAL MANAGEMENT INC
207
Portfolio
41
2021-01-19 09:22:49
WAMBOLT ASSOCIATES LLC
167
Portfolio
42
2021-01-19 09:22:27
STOKES CAPITAL ADVISORS LLC
230
Portfolio
43
2021-01-19 09:22:05
MISSION WEALTH MANAGEMENT LLC
1,598
Portfolio
44
2021-01-19 09:21:43
GAME PLAN FINANCIAL ADVISORS LLC
141
Portfolio
45
2021-01-19 09:21:23
INSIGHT WEALTH PARTNERS LLC
163
Portfolio
46
2021-01-19 09:20:55
HAMMER ASSET MANAGEMENT LLC
21
Portfolio
47
2021-01-19 09:20:16
INVESTMENT PARTNERS LTD OH ADV
188
Portfolio
48
2021-01-19 09:12:22
MINICHMACGREGOR WEALTH MANAGEMENT LLC
245
Portfolio
49
2021-01-19 09:05:33
DETALUS ADVISORS LLC
159
Portfolio
50
2021-01-19 08:27:38
FIRST COMMAND ADVISORY SERVICES INC
6,008
Portfolio
51
2021-01-19 08:17:45
VALICENTI ADVISORY SERVICES INC
309
Portfolio
52
2021-01-19 08:08:18
FIRST COMMAND FINANCIAL SERVICES INC
409
Portfolio
53
2021-01-19 07:43:17
AEVITAS WEALTH MANAGEMENT INC
137
Portfolio
54
2021-01-19 07:33:20
ELM PARTNERS MANAGEMENT LLC
669
Portfolio
55
2021-01-19 07:21:05
LGT CAPITAL PARTNERS LTD
2,888
Portfolio
56
2021-01-19 07:19:38
MBE WEALTH MANAGEMENT LLC
148
Portfolio
57
2021-01-19 07:12:26
GENESEE CAPITAL ADVISORS LLC
153
Portfolio
58
2021-01-19 07:05:59
YORKBRIDGE WEALTH PARTNERS LLC
299
Portfolio
59
2021-01-19 07:01:09
SEVENBRIDGE FINANCIAL GROUP LLC
256
Portfolio
60
2021-01-19 06:56:31
ARCHFORD CAPITAL STRATEGIES LLC
435
Portfolio
61
2021-01-19 06:50:51
MARINO STRAM ASSOCIATES LLC
225
Portfolio
62
2021-01-19 06:46:17
MIRACLE MILE ADVISORS LLC
1,633
Portfolio
63
2021-01-19 06:07:40
APEXIUM FINANCIAL LP
126
Portfolio
64
2021-01-15 21:46:40
LAKE STREET FINANCIAL LLC
346
Portfolio
65
2021-01-15 19:56:52
INVESTORS FINANCIAL GROUP LLC
151
Portfolio
66
2021-01-15 19:55:29
STONY POINT WEALTH MANAGEMENT INC
138
Portfolio
67
2021-01-15 19:55:05
SARASIN PARTNERS LLP
7,555
Portfolio
68
2021-01-15 19:53:57
GILMAN HILL ASSET MANAGEMENT LLC
306
Portfolio
69
2021-01-15 19:53:32
LINCOLN CAPITAL LLC
308
Portfolio
70
2021-01-15 19:53:06
GUARDIAN INVESTMENT MANAGEMENT
132
Portfolio
71
2021-01-15 19:52:37
NACHMAN NORWOOD AND PARROTT INC
856
Portfolio
72
2021-01-15 19:51:09
UNIVEST CORP OF PENNSYLVANIA
345
Portfolio
73
2021-01-15 19:50:41
DFPG INVESTMENTS LLC
217
Portfolio
74
2021-01-15 19:50:12
KG L CAPITAL MANAGEMENT LLC
183
Portfolio
75
2021-01-15 19:47:11
JOHANSON FINANCIAL ADVISORS INC
248
Portfolio
76
2021-01-15 19:46:17
AUTUS ASSET MANAGEMENT LLC
776
Portfolio
77
2021-01-15 19:45:36
PROVISE MANAGEMENT GROUP LLC
866
Portfolio
78
2021-01-15 19:45:09
COMMUNITY BANK OF RAYMORE
234
Portfolio
79
2021-01-15 19:43:27
ALLIED INVESTMENT ADVISORS LLC
208
Portfolio
80
2021-01-15 17:50:35
GRASSI INVESTMENT MANAGEMENT
788
Portfolio
81
2021-01-15 17:44:31
COHEN KLINGENSTEIN LLC
2
Portfolio
82
2021-01-15 17:41:09
TOWNSEND ASSOCIATES INC
137
Portfolio
83
2021-01-15 17:28:50
BAYSTATE WEALTH MANAGEMENT LLC
878
Portfolio
84
2021-01-15 17:10:08
ROWLAND CARMICHAEL ADVISORS INC ADV
316
Portfolio
85
2021-01-15 17:06:17
GUIDANCE POINT ADVISORS LLC
218
Portfolio
86
2021-01-15 17:05:34
SIGNATURE WEALTH MANAGEMENT GROUP
159
Portfolio
87
2021-01-15 17:03:28
GENESIS INVESTMENT MANAGEMENT LLP
3,366
Portfolio
88
2021-01-15 16:46:43
MONEYWISE INC
140
Portfolio
89
2021-01-15 16:32:39
PEGASUS ASSET MANAGEMENT INC
182
Portfolio
90
2021-01-15 16:25:32
HILLTOP WEALTH ADVISORS LLC
112
Portfolio
91
2021-01-15 16:23:40
ULLMANN FINANCIAL GROUP INC
200
Portfolio
92
2021-01-15 16:20:01
PRIVATE CAPITAL MANAGEMENT LLC
168
Portfolio
93
2021-01-15 16:07:59
PENNSYLVANIA CAPITAL MANAGEMENT INC ADV
153
Portfolio
94
2021-01-15 15:57:10
RETIREMENT NETWORK
313
Portfolio
95
2021-01-15 15:47:33
ARBOR INVESTMENT ADVISORS LLC
436
Portfolio
96
2021-01-15 15:18:59
BEACON FINANCIAL GROUP
639
Portfolio
97
2021-01-15 15:16:34
BOWLING PORTFOLIO MANAGEMENT LLC
426
Portfolio
98
2021-01-15 15:13:23
DONALD L HAGAN LLC
137
Portfolio
99
2021-01-15 15:06:56
MARQUETTE ASSET MANAGEMENT INC
434
Portfolio
100
2021-01-15 14:53:56
INCOME RESEARCH MANAGEMENT
273
Portfolio
101
2021-01-15 14:36:26
SOWA FINANCIAL GROUP INC
149
Portfolio
102
2021-01-15 14:33:19
CVA FAMILY OFFICE LLC
0
Portfolio
103
2021-01-15 13:50:01
AURORA PRIVATE WEALTH INC
236
Portfolio
104
2021-01-15 13:45:29
NBT BANK N A NY
657
Portfolio
105
2021-01-15 13:20:20
PRIVATE CAPITAL ADVISORS INC
496
Portfolio
106
2021-01-15 12:55:04
BENNICAS ASSOCIATES INC
172
Portfolio
107
2021-01-15 12:39:25
WESTSIDE INVESTMENT MANAGEMENT INC
36
Portfolio
108
2021-01-15 12:33:38
AURORA INVESTMENT MANAGERS LLC
107
Portfolio
109
2021-01-15 12:21:01
A D BEADELL INVESTMENT COUNSEL INC
141
Portfolio
110
2021-01-15 12:14:20
AVONDALE WEALTH MANAGEMENT
86
Portfolio
111
2021-01-15 12:14:04
CLARIUS GROUP LLC
928
Portfolio
112
2021-01-15 12:12:29
BTIM CORP
9,374
Portfolio
113
2021-01-15 12:10:49
PORTLAND HILL ASSET MANAGEMENT LTD
142
Portfolio
114
2021-01-15 11:44:52
GOFEN GLOSSBERG LLC IL
3,650
Portfolio
115
2021-01-15 11:41:18
ENGRAVE WEALTH PARTNERS LLC
122
Portfolio
116
2021-01-15 11:33:49
STRATEGIC WEALTH DESIGNERS
120
Portfolio
117
2021-01-15 11:30:59
GILLESPIE ROBINSON GRIMM INC
1,048
Portfolio
118
2021-01-15 11:30:08
RESONANT CAPITAL ADVISORS LLC
422
Portfolio
119
2021-01-15 11:28:37
QP WEALTH MANAGEMENT LLC
91
Portfolio
120
2021-01-15 11:28:16
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC
399
Portfolio
121
2021-01-15 11:27:05
PRIVATE WEALTH STRATEGIES L L C
330
Portfolio
122
2021-01-15 11:24:06
LEGACY ADVISORS LLC
176
Portfolio
123
2021-01-15 11:22:06
INVESTMENT COUNSEL INC
145
Portfolio
124
2021-01-15 11:20:32
EVERMORE GLOBAL ADVISORS LLC
David Marcus
92
Portfolio
125
2021-01-15 11:18:48
INSIGHT FOLIOS INC
135
Portfolio
126
2021-01-15 11:16:00
BAY RIVERS GROUP
119
Portfolio
127
2021-01-15 10:30:09
DARRELL KING LLC
633
Portfolio
128
2021-01-15 10:14:53
BOOTHE INVESTMENT GROUP INC
145
Portfolio
129
2021-01-15 09:36:42
DAVIS REA LTD
178
Portfolio
130
2021-01-15 09:17:27
FOUNDERS CAPITAL MANAGEMENT LLC
346
Portfolio
131
2021-01-15 08:37:02
NEW ENGLAND GUILD WEALTH ADVISORS INC
169
Portfolio
132
2021-01-15 08:28:34
ENDURANCE WEALTH MANAGEMENT INC
792
Portfolio
133
2021-01-15 08:24:16
FIRST FINANCIAL CORP IN
136
Portfolio
134
2021-01-15 08:08:32
ARDEN TRUST CO
603
Portfolio
135
2021-01-14 21:34:44
MONUMENT CAPITAL MANAGEMENT
216
Portfolio
136
2021-01-14 21:06:12
CARDINAL CAPITAL MANAGEMENT INC
1,645
Portfolio
137
2021-01-14 18:28:02
PIONEER TRUST BANK N A OR
329
Portfolio
138
2021-01-14 17:38:49
HUDSON VALLEY INVESTMENT ADVISORS INC ADV
524
Portfolio
139
2021-01-14 17:07:14
AMERICANA PARTNERS LLC
130
Portfolio
140
2021-01-14 17:04:45
ADVISORS MANAGEMENT GROUP INC ADV
245
Portfolio
141
2021-01-14 16:56:14
PIERSHALE FINANCIAL GROUP INC
208
Portfolio
142
2021-01-14 16:45:10
VIGILANT CAPITAL MANAGEMENT LLC
1,044
Portfolio
143
2021-01-14 16:34:31
CULLINAN ASSOCIATES INC
1,667
Portfolio
144
2021-01-14 16:19:43
CROSSMARK GLOBAL HOLDINGS INC
3,955
Portfolio
145
2021-01-14 16:14:09
CAPITAL CITY TRUST CO FL
286
Portfolio
146
2021-01-14 15:56:58
BELLECAPITAL INTERNATIONAL LTD
300
Portfolio
147
2021-01-14 15:53:51
PROFESSIONAL FINANCIAL ADVISORS LLC
127
Portfolio
148
2021-01-14 15:47:59
MOHICAN FINANCIAL MANAGEMENT LLC
98
Portfolio
149
2021-01-14 15:34:19
CANTOR FITZGERALD INVESTMENT ADVISER L P
704
Portfolio
150
2021-01-14 15:33:14
NEW ADVISORY SERVICES LLC
476
Portfolio
151
2021-01-14 15:32:37
CHARLES SCHWAB TRUST CO
417
Portfolio
152
2021-01-14 15:32:07
COMMUNITY BANK OF RAYMORE
210
Portfolio
153
2021-01-14 15:31:43
GUILD INVESTMENT MANAGEMENT INC
91
Portfolio
154
2021-01-14 15:31:18
MESIROW FINANCIAL INVESTMENT MANAGEMENT INC
31,618
Portfolio
155
2021-01-14 15:30:58
ACCESS FINANCIAL SERVICES INC
204
Portfolio
156
2021-01-14 15:30:44
TRAYNOR CAPITAL MANAGEMENT INC
564
Portfolio
157
2021-01-14 15:30:36
NEWPORT WEALTH STRATEGIES INC
134
Portfolio
158
2021-01-14 15:30:09
GREYLIN INVESTMENT MANGEMENT INC
428
Portfolio
159
2021-01-14 15:27:56
GATEWAY INVESTMENT ADVISERS LLC
9,129
Portfolio
160
2021-01-14 15:27:01
UNCOMMON CENTS INVESTING LLC
222
Portfolio
161
2021-01-14 15:23:26
BOGART WEALTH LLC
539
Portfolio
162
2021-01-14 15:19:54
CLIFTONLARSONALLEN WEALTH ADVISORS LLC
2,038
Portfolio
163
2021-01-14 14:58:32
ATALANTA SOSNOFF CAPITAL LLC
Craig Steinberg
3,918
Portfolio
164
2021-01-14 14:55:05
GENWEALTH GROUP INC
302
Portfolio
165
2021-01-14 14:28:54
WALLER FINANCIAL PLANNING GROUP INC
321
Portfolio
166
2021-01-14 14:16:56
FULTON BREAKEFIELD BROENNIMAN LLC
834
Portfolio
167
2021-01-14 13:57:16
6 MERIDIAN
1,052
Portfolio
168
2021-01-14 12:52:46
BREITER CAPITAL MANAGEMENT INC
144
Portfolio
169
2021-01-14 12:24:55
ALPHA WINDWARD LLC
0
Portfolio
170
2021-01-14 12:07:54
ARDEVORA ASSET MANAGEMENT LLP
Jeremy Lang
6,476
Portfolio
171
2021-01-14 11:47:43
PFLUG KOORY LLC
169
Portfolio
172
2021-01-14 11:19:26
LORING WOLCOTT COOLIDGE FIDUCIARY ADVISORS LLP MA
8,933
Portfolio
173
2021-01-14 11:18:39
VIGILARE WEALTH MANAGEMENT
106
Portfolio
174
2021-01-14 11:06:45
KOVACK ADVISORS INC
695
Portfolio
175
2021-01-14 11:02:26
DOUGLAS LANE ASSOCIATES LLC
5,971
Portfolio
176
2021-01-14 10:59:47
LARSON FINANCIAL GROUP LLC
294
Portfolio
177
2021-01-14 10:13:40
CURBSTONE FINANCIAL MANAGEMENT CORP
479
Portfolio
178
2021-01-14 09:53:21
FIRST MIDWEST BANK TRUST DIVISION
690
Portfolio
179
2021-01-14 08:31:11
JAMES HAMBRO PARTNERS
892
Portfolio
180
2021-01-13 18:10:10
POWELL INVESTMENT ADVISORS LLC
131
Portfolio
181
2021-01-13 17:47:43
ENTERPRISE TRUST AND INVESTMENT CO
212
Portfolio
182
2021-01-13 17:21:27
STRATEGIC INVESTMENT ADVISORS MI
347
Portfolio
183
2021-01-13 17:07:10
IFM INVESTORS PTY LTD
3,147
Portfolio
184
2021-01-13 17:06:14
LAVACA CAPITAL LLC
763
Portfolio
185
2021-01-13 16:47:43
RNC CAPITAL MANAGEMENT LLC
1,611
Portfolio
186
2021-01-13 16:47:12
ASSET PLANNING SERVICES INC LA ADV
156
Portfolio
187
2021-01-13 16:43:06
RAYMOND JAMES TRUST N A
2,614
Portfolio
188
2021-01-13 16:43:00
PACIFIC WEALTH STRATEGIES GROUP INC
232
Portfolio
189
2021-01-13 16:38:35
CHEMUNG CANAL TRUST CO
476
Portfolio
190
2021-01-13 16:30:36
SONORA INVESTMENT MANAGEMENT LLC
1,205
Portfolio
191
2021-01-13 16:25:17
INTELLIGENCE DRIVEN ADVISERS LLC
443
Portfolio
192
2021-01-13 16:16:21
MCGUIRE INVESTMENT GROUP LLC
404
Portfolio
193
2021-01-13 16:11:22
CENTURYLINK INVESTMENT MANAGEMENT CO
126
Portfolio
194
2021-01-13 15:50:29
HARRINGTON INVESTMENTS INC
150
Portfolio
195
2021-01-13 15:16:38
SHEETS SMITH WEALTH MANAGEMENT
661
Portfolio
196
2021-01-13 15:15:20
INVESTMENT HOUSE LLC
1,423
Portfolio
197
2021-01-13 15:04:28
REDPOINT INVESTMENT MANAGEMENT PTY LTD
985
Portfolio
198
2021-01-13 15:03:27
PINNACLE FINANCIAL PARTNERS INC
2,030
Portfolio
199
2021-01-13 14:56:57
ORRSTOWN FINANCIAL SERVICES INC
68
Portfolio
200
2021-01-13 14:42:40
LAWSON KROEKER INVESTMENT MANAGEMENT INC NE
267
Portfolio
201
2021-01-13 14:41:43
TANDEM INVESTMENT ADVISORS INC
931
Portfolio
202
2021-01-13 14:40:31
COASTAL INVESTMENT ADVISORS INC
353
Portfolio
203
2021-01-13 14:40:24
CAMPBELL CAPITAL MANAGEMENT INC
198
Portfolio
204
2021-01-13 14:40:12
IRON FINANCIAL LLC
199
Portfolio
205
2021-01-13 14:28:01
NORWAY SAVINGS BANK
174
Portfolio
206
2021-01-13 14:26:22
SIGNATURE ESTATE INVESTMENT ADVISORS LLC
1,852
Portfolio
207
2021-01-13 14:16:20
BALLEW ADVISORS INC
130
Portfolio
208
2021-01-13 14:06:35
EWG ELEVATE INC
217
Portfolio
209
2021-01-13 13:55:53
PARKSIDE INVESTMENTS LLC
451
Portfolio
210
2021-01-13 13:53:22
SYMPHONY FINANCIAL LTD CO
279
Portfolio
211
2021-01-13 13:38:01
KMG FIDUCIARY PARTNERS LLC
474
Portfolio
212
2021-01-13 13:34:49
ALTA ADVISERS LTD
134
Portfolio
213
2021-01-13 13:33:34
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
166
Portfolio
214
2021-01-13 13:05:10
REZNY WEALTH MANAGEMENT INC
240
Portfolio
215
2021-01-13 13:04:33
SOWELL FINANCIAL SERVICES LLC
2,341
Portfolio
216
2021-01-13 13:03:00
DAVENPORT CO LLC
10,181
Portfolio
217
2021-01-13 12:51:52
BENSON INVESTMENT MANAGEMENT COMPANY INC
164
Portfolio
218
2021-01-13 12:48:41
SHULMAN DEMEO ASSET MANAGEMENT LLC
351
Portfolio
219
2021-01-13 12:36:27
RADNOR CAPITAL MANAGEMENT LLC
354
Portfolio
220
2021-01-13 12:25:14
LBJ FAMILY WEALTH ADVISORS LTD
154
Portfolio
221
2021-01-13 12:19:51
GLOBAL RETIREMENT PARTNERS LLC
798
Portfolio
222
2021-01-13 12:15:46
STEPHENS GROUP ASSET MANAGEMENT LLC
857
Portfolio
223
2021-01-13 12:13:14
ELLENBECKER INVESTMENT GROUP
271
Portfolio
224
2021-01-13 12:04:38
ONEASCENT FINANCIAL SERVICES LLC
221
Portfolio
225
2021-01-13 12:01:01
LIVINGSTON GROUP ASSET MANAGEMENT CO OPERATING AS SOUTHPORT CAPITAL MANAGEMENT
281
Portfolio
226
2021-01-13 11:53:02
CONTRAVISORY INVESTMENT MANAGEMENT INC
322
Portfolio
227
2021-01-13 11:47:18
PINNACLE BANK
162
Portfolio
228
2021-01-13 11:47:04
LEDERER ASSOCIATES INVESTMENT COUNSEL CA
130
Portfolio
229
2021-01-13 11:42:11
FRUTH INVESTMENT MANAGEMENT
288
Portfolio
230
2021-01-13 11:30:14
STONE HOUSE INVESTMENT MANAGEMENT LLC
199
Portfolio
231
2021-01-13 11:29:47
M KRAUS CO
240
Portfolio
232
2021-01-13 11:24:39
CONSERVEST CAPITAL ADVISORS INC
834
Portfolio
233
2021-01-13 10:55:04
BATH SAVINGS TRUST CO
758
Portfolio
234
2021-01-13 10:33:55
FOUNDATION RESOURCE MANAGEMENT INC
383
Portfolio
235
2021-01-13 10:32:52
CHURCHILL MANAGEMENT CORP
5,869
Portfolio
236
2021-01-13 10:31:18
SANTORI PETERS INC
178
Portfolio
237
2021-01-13 10:26:23
COX CAPITAL CO LLC
131
Portfolio
238
2021-01-13 10:03:38
BAUGH ASSOCIATES LLC
140
Portfolio
239
2021-01-13 10:00:08
BARTON INVESTMENT MANAGEMENT
1,165
Portfolio
240
2021-01-13 09:43:23
XCEL WEALTH MANAGEMENT LLC
232
Portfolio
241
2021-01-13 09:41:57
WELLCOME TRUST LTD THE AS TRUSTEE OF THE WELLCOME TRUST
9,785
Portfolio
242
2021-01-13 09:31:57
HAMILTON LANE ADVISORS LLC
268
Portfolio
243
2021-01-13 09:28:45
ARLINGTON PARTNERS LLC
217
Portfolio
244
2021-01-13 09:23:27
FIRST CITIZENS BANK TRUST CO
1,958
Portfolio
245
2021-01-13 09:20:23
ACROPOLIS INVESTMENT MANAGEMENT LLC
909
Portfolio
246
2021-01-13 09:04:04
XR SECURITIES LLC
1,454
Portfolio
247
2021-01-13 08:46:39
GLOBAL TRUST ASSET MANAGEMENT LLC
182
Portfolio
248
2021-01-13 08:14:36
HT PARTNERS LLC
296
Portfolio
249
2021-01-13 07:23:29
POLIANTA LTD
181
Portfolio
250
2021-01-12 20:34:44
EDGEHILL ENDOWMENT PARTNERS LLC
285
Portfolio
251
2021-01-12 19:01:00
PRAETORIAN WEALTH MANAGEMENT INC
262
Portfolio
252
2021-01-12 19:00:52
PACIFICA PARTNERS INC
104
Portfolio
253
2021-01-12 18:58:35
FOUNDATIONS INVESTMENT ADVISORS LLC
1,521
Portfolio
254
2021-01-12 18:13:53
BROOKSTONE CAPITAL MANAGEMENT
2,516
Portfolio
255
2021-01-12 17:56:33
TATRO CAPITAL LLC
107
Portfolio
256
2021-01-12 17:26:08
BLUESTEM FINANCIAL ADVISORS LLC
136
Portfolio
257
2021-01-12 17:26:05
WALLINGTON ASSET MANAGEMENT LLC
513
Portfolio
258
2021-01-12 17:04:23
ASTOR INVESTMENT MANAGEMENT LLC
454
Portfolio
259
2021-01-12 16:49:03
SCOUT INVESTMENTS INC
5,447
Portfolio
260
2021-01-12 16:30:10
FOUNDERS CAPITAL MANAGEMENT
134
Portfolio
261
2021-01-12 16:27:56
JACOBS CO CA
770
Portfolio
262
2021-01-12 16:16:50
BURNS J W CO INC NY
562
Portfolio
263
2021-01-12 16:09:37
HBW ADVISORY SERVICES LLC
329
Portfolio
264
2021-01-12 16:07:11
HOHIMER WEALTH MANAGEMENT LLC
377
Portfolio
265
2021-01-12 15:55:49
PERKINS COIE TRUST CO
293
Portfolio
266
2021-01-12 15:31:37
CITY HOLDING CO
478
Portfolio
267
2021-01-12 15:24:14
CENTRAL BANK TRUST CO
579
Portfolio
268
2021-01-12 15:21:45
BALDWIN BROTHERS INC MA
795
Portfolio
269
2021-01-12 15:21:06
FARMERS MERCHANTS TRUST CO OF LONG BEACH
270
Portfolio
270
2021-01-12 15:07:21
CHICKASAW CAPITAL MANAGEMENT LLC
1,794
Portfolio
271
2021-01-12 15:04:51
MADDEN SECURITIES CORP
155
Portfolio
272
2021-01-12 14:59:01
ABNER HERRMAN BROCK LLC
642
Portfolio
273
2021-01-12 14:51:26
COTTAGE STREET ADVISORS LLC
107
Portfolio
274
2021-01-12 14:49:44
HARBOUR CAPITAL ADVISORS LLC
0
Portfolio
275
2021-01-12 14:47:18
VERDE SERVICOS INTERNACIONAIS S A
580
Portfolio
276
2021-01-12 14:43:23
FIRST HAWAIIAN BANK
2,186
Portfolio
277
2021-01-12 14:37:42
VERITY VERITY LLC
529
Portfolio
278
2021-01-12 14:29:58
BENCHMARK WEALTH MANAGEMENT LLC
132
Portfolio
279
2021-01-12 14:24:32
PURE FINANCIAL ADVISORS INC
835
Portfolio
280
2021-01-12 14:20:21
CX INSTITUTIONAL
1,038
Portfolio
281
2021-01-12 14:18:32
BTR CAPITAL MANAGEMENT INC
640
Portfolio
282
2021-01-12 14:16:44
SINGLE POINT PARTNERS LLC
222
Portfolio
283
2021-01-12 14:13:09
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
166
Portfolio
284
2021-01-12 14:03:17
ADDISON CAPITAL CO
165
Portfolio
285
2021-01-12 14:02:00
MOULTON WEALTH MANAGEMENT INC
124
Portfolio
286
2021-01-12 14:00:23
CLARUS WEALTH ADVISORS
2
Portfolio
287
2021-01-12 13:39:11
MCADAM LLC
653
Portfolio
288
2021-01-12 13:07:02
SALEM CAPITAL MANAGEMENT INC
157
Portfolio
289
2021-01-12 13:06:00
NORTH STAR INVESTMENT MANAGEMENT CORP
961
Portfolio
290
2021-01-12 13:03:19
LEGACY PRIVATE TRUST CO
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Portfolio
291
2021-01-12 12:57:32
BAINCO INTERNATIONAL INVESTORS
873
Portfolio
292
2021-01-12 12:20:37
BELMONT CAPITAL LLC
220
Portfolio
293
2021-01-12 12:10:42
KOPION ASSET MANAGEMENT LLC
125
Portfolio
294
2021-01-12 12:06:17
RED DOOR WEALTH MANAGEMENT LLC
170
Portfolio
295
2021-01-12 11:44:54
MURPHY MIDDLETON HINKLE PARKER INC
150
Portfolio
296
2021-01-12 11:43:21
EDMP INC
73
Portfolio
297
2021-01-12 11:41:50
IMS CAPITAL MANAGEMENT
160
Portfolio
298
2021-01-12 11:35:19
PEOPLES FINANCIAL SERVICES CORP
217
Portfolio
299
2021-01-12 10:58:34
CFO4LIFE GROUP LLC
349
Portfolio
300
2021-01-12 10:54:00
TRUST CO
127
Portfolio
301
2021-01-12 10:46:58
PACIFIC FINANCIAL GROUP INC
113
Portfolio
302
2021-01-12 10:37:53
BREMER BANK NATIONAL ASSOCIATION
418
Portfolio
303
2021-01-12 10:33:49
TRIMTABS ASSET MANAGEMENT LLC
172
Portfolio
304
2021-01-12 10:31:18
ALBERT D MASON INC
144
Portfolio
305
2021-01-12 10:16:21
BUTENSKY COHEN FINANCIAL SECURITY INC
221
Portfolio
306
2021-01-12 09:53:12
TOTAL INVESTMENT MANAGEMENT INC
516
Portfolio
307
2021-01-12 09:20:07
FIRST PREMIER BANK
252
Portfolio
308
2021-01-12 08:52:21
GRANITE INVESTMENT ADVISORS INC
562
Portfolio
309
2021-01-12 08:35:44
BOSTON STANDARD WEALTH MANAGEMENT LLC
268,629
Portfolio
310
2021-01-12 08:29:29
CYPRESS CAPITAL GROUP
664
Portfolio
311
2021-01-12 07:53:52
TOWN COUNTRY BANK TRUST CO DBA FIRST BANKERS TRUST CO
260
Portfolio
312
2021-01-11 20:26:52
APCM WEALTH MANAGEMENT FOR INDIVIDUALS
490
Portfolio
313
2021-01-11 19:30:37
HORST & GRABEN WEALTH MANAGEMENT LLC
290
Portfolio
314
2021-01-11 18:44:30
TPG FINANCIAL ADVISORS LLC
146
Portfolio
315
2021-01-11 17:50:05
O'KEEFE STEVENS ADVISORY INC
146
Portfolio
316
2021-01-11 17:11:47
HOHIMER WEALTH MANAGEMENT LLC
389
Portfolio
317
2021-01-11 16:24:19
NEXUS INVESTMENT MANAGEMENT INC
776
Portfolio
318
2021-01-11 16:08:03
APRIO WEALTH MANAGEMENT LLC
151
Portfolio
319
2021-01-11 16:04:30
O BRIEN WEALTH PARTNERS LLC
277
Portfolio
320
2021-01-11 15:57:26
GRUBMAN WEALTH MANAGEMENT
267
Portfolio
321
2021-01-11 15:50:41
TRIANGLE SECURITIES WEALTH MANAGEMENT
253
Portfolio
322
2021-01-11 15:47:53
SUMMIT FINANCIAL WEALTH ADVISORS LLC
367
Portfolio
323
2021-01-11 15:40:42
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1,006
Portfolio
324
2021-01-11 15:37:04
STOLPER CO
178
Portfolio
325
2021-01-11 15:28:15
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141
Portfolio
326
2021-01-11 15:05:41
MA PRIVATE WEALTH
437
Portfolio
327
2021-01-11 15:04:31
TRUE PRIVATE WEALTH ADVISORS
597
Portfolio
328
2021-01-11 14:55:04
BONNESS ENTERPRISES INC
179
Portfolio
329
2021-01-11 14:42:33
BRIO CONSULTANTS LLC
310
Portfolio
330
2021-01-11 14:31:41
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Portfolio
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2021-01-11 14:13:44
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Portfolio
332
2021-01-11 13:48:06
EVERENCE CAPITAL MANAGEMENT INC
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Portfolio
333
2021-01-11 13:42:03
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334
2021-01-11 12:47:51
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76
Portfolio
335
2021-01-11 12:42:41
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232
Portfolio
336
2021-01-11 12:08:10
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242
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337
2021-01-11 11:47:17
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338
2021-01-11 11:42:21
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339
2021-01-11 11:38:43
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119
Portfolio
340
2021-01-11 11:29:47
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209
Portfolio
341
2021-01-11 11:25:17
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46
Portfolio
342
2021-01-11 11:07:59
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144
Portfolio
343
2021-01-11 11:06:46
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153
Portfolio
344
2021-01-11 10:39:07
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543
Portfolio
345
2021-01-11 10:27:47
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Portfolio
346
2021-01-11 10:10:43
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Portfolio
347
2021-01-11 10:10:00
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90
Portfolio
348
2021-01-11 10:09:11
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1,565
Portfolio
349
2021-01-11 09:47:01
SOUND INCOME STRATEGIES LLC
453
Portfolio
350
2021-01-11 09:37:27
GATEWAY ADVISORY LLC
459
Portfolio
351
2021-01-11 08:48:24
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475
Portfolio
352
2021-01-08 21:52:22
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125
Portfolio
353
2021-01-08 18:13:44
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668
Portfolio
354
2021-01-08 17:00:38
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Portfolio
355
2021-01-08 16:46:33
TRUEFG LLC
167
Portfolio
356
2021-01-08 14:49:53
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468
Portfolio
357
2021-01-08 14:27:59
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56
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358
2021-01-08 14:24:27
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Portfolio
359
2021-01-08 13:56:33
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Portfolio
360
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Portfolio
361
2021-01-08 12:23:50
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Portfolio
362
2021-01-08 12:21:56
MODUS ADVISORS LLC
193
Portfolio
363
2021-01-08 11:47:25
TRUST CO OF TOLEDO NA OH
515
Portfolio
364
2021-01-08 11:44:40
VALTINSON BRUNER FINANCIAL PLANNING LLC
159
Portfolio
365
2021-01-08 11:20:56
WEDGE CAPITAL MANAGEMENTLLPNC
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Portfolio
366
2021-01-08 11:10:19
DIVERSIFIED TRUST CO
2,466
Portfolio
367
2021-01-08 10:27:43
GRADIENT INVESTMENTS LLC
2,356
Portfolio
368
2021-01-08 08:52:13
HGK ASSET MANAGEMENT INC
283
Portfolio
369
2021-01-07 19:37:17
PACKER CO LTD
300
Portfolio
370
2021-01-07 18:10:26
WEST OAK CAPITAL LLC
215
Portfolio
371
2021-01-07 14:53:48
DEANE RETIREMENT STRATEGIES INC
164
Portfolio
372
2021-01-07 14:36:44
PRICE CAPITAL MANAGEMENT INC
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Portfolio
373
2021-01-07 14:26:46
LOWE FS LLC
197
Portfolio
374
2021-01-07 14:11:37
WEBSTER BANK N A
851
Portfolio
375
2021-01-07 14:06:43
NEW ENGLAND RESEARCH MANAGEMENT INC
162
Portfolio
376
2021-01-07 13:54:09
MARTIN CAPITAL PARTNERS LLC
171
Portfolio
377
2021-01-07 12:49:44
NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
225
Portfolio
378
2021-01-07 11:41:57
MAROTTA ASSET MANAGEMENT
379
Portfolio
379
2021-01-07 10:14:50
SUMMIT FINANCIAL GROUP INC
228
Portfolio
380
2021-01-07 10:04:35
INDIANA TRUST INVESTMENT MANAGEMENT CO
183
Portfolio
381
2021-01-07 09:40:58
SILVERLEAFE CAPITAL PARTNERS LLC
220
Portfolio
382
2021-01-07 09:21:10
INTEGER WEALTH ADVISORS GROUP LLC
139
Portfolio
383
2021-01-06 19:08:21
FULTON BANK N A
1,855
Portfolio
384
2021-01-06 16:34:16
RAUB BROCK CAPITAL MANAGEMENT LP
617
Portfolio
385
2021-01-06 16:26:47
SPENCE ASSET MANAGEMENT
343
Portfolio
386
2021-01-06 14:57:11
WOODSTOCK CORP
747
Portfolio
387
2021-01-06 14:54:16
STONEBRIDGE CAPITAL MANAGEMENT INC
242
Portfolio
388
2021-01-06 14:32:40
CAPITAL INVESTMENT SERVICES OF AMERICA INC
957
Portfolio
389
2021-01-06 14:21:29
MEDITOR GROUP LTD
359
Portfolio
390
2021-01-06 13:26:52
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388
Portfolio
391
2021-01-06 13:26:42
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Portfolio
392
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Portfolio
393
2021-01-06 08:36:27
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES
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Portfolio
394
2021-01-06 06:15:43
JAPAN POST HOLDINGS CO LTD
2,326
Portfolio
395
2021-01-05 16:31:59
MUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGAN
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Portfolio
396
2021-01-05 15:49:04
PRIVATE ASSET MANAGEMENT INC
667
Portfolio
397
2021-01-05 15:39:28
RMR ADVISORS LLC
0
Portfolio
398
2021-01-05 13:28:02
KEMPNER CAPITAL MANAGEMENT INC
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Portfolio
399
2021-01-05 12:57:38
ENTERPRISE BANK AND TRUST CO
233
Portfolio
400
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439
Portfolio
401
2021-01-05 12:33:28
FIRST FINANCIAL BANK N A TRUST DIVISION
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Portfolio
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Portfolio
403
2021-01-05 11:25:17
DEGREEN CAPITAL MANAGEMENT LLC
256
Portfolio
404
2021-01-05 10:28:20
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Portfolio
405
2021-01-05 06:40:01
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Portfolio
406
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NEUMANN ADVISORY HONG KONG LTD
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Portfolio
407
2021-01-04 16:15:12
PARK NATIONAL CORP OH
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Portfolio
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2021-01-04 15:15:21
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Portfolio
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2021-01-04 14:47:49
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Portfolio
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2021-01-04 14:26:29
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Portfolio
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2021-01-04 13:32:09
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Portfolio
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2021-01-04 13:23:30
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367
Portfolio
413
2021-01-04 13:04:57
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324
Portfolio
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2021-01-04 11:08:39
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Portfolio
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Portfolio
416
2021-01-04 10:56:44
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Portfolio
417
2021-01-04 09:06:04
CACTI ASSET MANAGEMENT LLC
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