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SecurityBNDX / Vanguard Total International Bond ETF (92203J407)
Institutional Owners381
Institutional Shares140,536,532
Institutional Value$ 28,843,919,000 USD

Institutional Stock Ownership and Shareholders()

BNDX / Vanguard Total International Bond ETF Institutional Ownership

Vanguard Total International Bond ETF (NASDAQ:BNDX) has 381 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 140,536,532 shares. Largest shareholders include JP Morgan Chase & Co, Envestnet Asset Management Inc, Betterment LLC, Bank Of America Corp /de/, FIL Ltd, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Ameriprise Financial Inc, QS Investors, LLC, and Royal Bank Of Canada.
Vanguard Total International Bond ETF (NASDAQ:BNDX) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-07-31 13F-HR Front Row Advisors Llc 627 627 0.00 34 34 0.00
2018-08-14 13F-HR CREDIT SUISSE AG/ 11,200 0 -100.00 613 0 -100.00
2018-08-09 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 432,711 431,580 -0.26 23,660 23,616 -0.19
2018-08-14 13F-HR AFAM CAPITAL, INC. 198,770 0 -100.00 10,879 0 -100.00
2018-07-25 13F-HR/A NWAM LLC 39,814 38,671 -2.87 2,179 2,116 -2.89
2018-08-10 13F-HR TWIN FOCUS CAPITAL PARTNERS, LLC 26,902 24,726 -8.09 1,472 1,353 -8.08
2018-08-07 13F-HR Chesapeake Wealth Management 104,320 107,170 2.73 5,710 5,863 2.68
2018-08-06 13F-HR Mcilrath & Eck, Llc 23 1
2018-08-08 13F-HR Milestone Group, Inc. 8,234 8,234 0.00 451 450 -0.22
2018-07-17 13F-HR Baystate Wealth Management LLC 135 135 0.00 7 7 0.00
2018-08-13 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 317 0 -100.00 17 0 -100.00
2018-08-08 13F-HR LINCOLN NATIONAL CORP 5,506 5,564 1.05 301 304 1.00
2018-08-10 13F-HR Calton & Associates, Inc. 18,655 22,575 21.01 1,021 1,233 20.76
2018-07-19 13F-HR Interactive Financial Advisors 98,215 95,532 -2.73 5,375 5,227 -2.75
2018-08-10 13F-HR ROPES WEALTH ADVISORS LLC 2,189 120
2018-08-13 13F-HR GREAT LAKES ADVISORS, LLC 40,236 40,772 1.33 2,202 2,231 1.32
2018-08-10 13F-HR Highstreet Asset Management Inc. 3,223 2,963 -8.07 176 162 -7.95
2018-08-10 13F-HR HENDERSON GROUP PLC 149,578 125,558 -16.06 8,186 6,869 -16.09
2018-08-07 13F-HR Independence Bank Of Kentucky 54 54 0.00 3 3 0.00
2018-08-13 13F-HR BLAIR WILLIAM & CO/IL 4,115 4,188 1.77 225 229 1.78
2018-07-24 13F-HR Cribstone Capital Management, LLC 152 152 0.00 8 8 0.00
2018-07-27 13F-HR Eqis Capital Management, Inc. 60,111 59,290 -1.37 3,290 3,244 -1.40
2018-08-08 13F-HR Financial Advocates Investment Management 3,868 0 -100.00 212 0 -100.00
2018-08-13 13F-HR Baird Financial Group, Inc. 148,268 159,114 7.32 8,115 8,705 7.27
2018-07-24 13F-HR Squar Milner Financial Services Llc 358 20
2018-07-20 13F-HR MCF Advisors LLC 219 215 -1.83 12 12 0.00
2018-07-25 13F-HR INVESTMENT PARTNERS LTD /OH/ /ADV 4,913 5,638 14.76 269 308 14.50
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-08-14 13F-HR Aveo Capital Partners, LLC 0 3,872 0 212
2018-08-08 13F-HR CIBC World Markets Inc. 13,928 0 -100.00 762 0 -100.00
2018-07-06 13F-HR ROCKLAND TRUST CO 59,713 56,362 -5.61 3,268 3,084 -5.63
2018-08-03 13F-HR Capital Analysts, Inc. 307,281 312,760 1.78 16,817 17,111,104 101,648.85
2018-07-05 13F-HR AMERICAN NATIONAL BANK 11,430 9,816 -14.12 625 537 -14.08
2017-02-14 13F-HR Braver Wealth Management, LLC 0 4,052 0.00 0 220
2018-08-14 13F-HR Venturi Wealth Management, LLC 77,453 0 -100.00 4,239 0 -100.00
2018-08-06 13F-HR TORONTO DOMINION BANK 6,124 1,800 -70.61 335 99 -70.45
2018-08-10 13F-HR Csenge Advisory Group 3,962 8,669 118.80 217 474 118.43
2018-08-13 13F-HR COMERICA SECURITIES INC 10,505 8,179 -22.14 575 447 -22.26
2017-08-18 13F-HR WFG Advisors, LP 54 54 0.00 3 3 0.00
2018-08-14 13F-HR Bridgeworth, LLC 3,932 4,282 8.90 215 234 8.84
2018-08-09 13F-HR White Lighthouse Investment Management Inc. 23,474 20,824 -11.29 1,285 1,139 -11.36
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 131,194 121,284 -7.55 7,180 6,635 -7.59
2018-08-06 13F-HR Symmetry Partner, LLC 485,797 501,454 3.22 26,588 27,435 3.19
2018-08-14 13F-HR Wilshire Associates Inc 112,740 111,260 -1.31 6,171 6,086 -1.38
2018-07-17 13F-HR Stokes & Hubbell Capital Management, LLC 10,003 10,080 0.77 547 551 0.73
2018-08-09 13F-HR Paradigm Financial Advisors, LLC 24,195 21,650 -10.52 1,324 1,184 -10.57
2018-08-15 13F-HR JANE STREET GROUP, LLC 5,902 430,951 7,201.78 323 23,577 7,199.38
2018-08-08 13F-HR Brand Asset Management Group, Inc. 174 10
2018-08-14 13F-HR Sowell Financial Services LLC 46,419 22,053 -52.49 2,532 1,207 -52.33
2018-08-14 13F-HR Alpha Omega Wealth Management LLC 110 110 0.00 6 6 0.00
2018-04-16 13F-HR IFC Holdings Incorporated/FL 1,018,423 0 -100.00 55,361 0 -100.00
2018-07-17 13F-HR BlueSky Wealth Advisors, LLC 172,002 174,989 1.74 9,414 9,574 1.70
2018-08-13 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 166,679 154,271 -7.44 9,122 8,440 -7.48
2018-08-04 13F-HR BANK OF HAWAII 13,714 21,784 58.84 751 1,192 58.72
2018-07-06 13F-HR Summit Financial Wealth Advisors, LLC 5,136 5,136 0.00 281 281 0.00
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 1,359,365 1,552,684 14.22 74,399 84,947 14.18
2018-07-19 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 3,341 3,580 7.15 183 196 7.10
2018-08-08 13F-HR Princeton Portfolio Strategies Group LLC 3,731 9,512 154.95 204 520 154.90
2018-08-09 13F-HR BlackRock Inc. 1,146,015 1,130,032 -1.39 62,722 61,823 -1.43
2017-04-07 13F-HR CT Financial Advisors LLC 4,602 4,602 0.00 249,843 249,106 -0.29
2018-08-14 13F-HR Financial Advisors Network, Inc. 120,481 119,285 -0.99 6,551 6,526 -0.38
2018-07-30 13F-HR Atlas Capital Advisors Llc 1,437 0 -100.00 78,647 0 -100.00
2018-07-31 13F-HR Sumitomo Mitsui Asset Management Company, LTD 31,969 21,274 -33.45 1,749 1,163 -33.50
2018-08-14 13F-HR LPL Financial LLC 3,234,807 3,205,310 -0.91 177,041 175,362 -0.95
2018-08-10 13F-HR Midwest Professional Planners, Ltd. 246 431 75.20 13 24 84.62
2018-08-14 13F-HR VANGUARD GROUP INC 1,810,986 2,169,390 19.79 99,115 118,687 19.75
2018-08-09 13F-HR FundX Investment Group, LLC 0 187,767 0 10,273
2018-05-21 13F-HR MASSMUTUAL TRUST CO FSB/ADV 15,000 18,000 20.00 815,550 985,140 20.79
2018-08-14 13F-HR 1832 Asset Management L.P. 111,062 34,996 -68.49 6,108 1,914 -68.66
2018-07-31 13F-HR Newfound Research LLC 97 44 -54.64 5 2 -60.00
2018-07-19 13F-HR Peak Financial Management, Inc. 113,399 107,475 -5.22 6,206 5,880 -5.25
2018-08-13 13F-HR ALLIANCEBERNSTEIN L.P. 118,757 156,587 31.85 6,500 8,567 31.80
2018-08-13 13F-HR Renaissance Technologies LLC 142,216 7,783
2018-05-15 13F-HR We Are One Seven, Llc 356 356 0.00 19 19 0.00
2018-08-13 13F-HR C M BIDWELL & ASSOCIATES LTD 745 745 0.00 41 41 0.00
2018-07-26 13F-HR TCI Wealth Advisors, Inc. 680 697 2.50 37 38 2.70
2018-07-27 13F-HR Advisory Services Network, LLC 37,803 48,457 28.18 2,069 2,649 28.03
2018-08-14 13F-HR Valeo Financial Advisors, Llc 144 173 20.14 8 9 12.50
2018-08-07 13F-HR BSW Wealth Partners 10,675 10,675 0.00 584 584 0.00
2018-07-18 13F-HR REILLY FINANCIAL ADVISORS, LLC 9 9 0.00 0 0
2018-08-13 13F-HR Asset Dedication, LLC 9 1,136 12,522.22 0 62
2018-07-23 13F-HR NewSquare Capital LLC 0 24,390 0 1,339
2018-07-30 13F-HR Md Financial Management Inc. 517,376 540,681 4.50 28,316 29,581 4.47
2018-08-03 13F-HR Financial Architects, Inc 79,033 79,750 0.91 4,325 4,363 0.88
2018-08-10 13F-HR Adviceperiod, Llc 539,354 620,499 15.04 29,519 33,948 15.00
2018-08-14 13F-HR JP Morgan Chase & Co 21,186,479 24,643,698 16.32 1,159,535 1,348,256 16.28
2018-08-10 13F-HR Kc Investment Advisors, Llc 5,934 5,790 -2.43 325 317 -2.46
2018-08-08 13F-HR Sja Financial Advisory, Llc 8,101 8,265 2.02 443 452 2.03
2018-08-01 13F-HR ASSETMARK, INC 1,874,916 2,029,421 8.24 102,614 111,030 8.20
2018-08-13 13F-HR Covington Capital Management 34 34 0.00 2 2 0.00
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 141,812 164,809 16.22 7,761 9,017 16.18
2018-08-14 13F-HR STIFEL FINANCIAL CORP 233,481 174,530 -25.25 12,737 9,540 -25.10
2018-08-06 13F-HR Bank of New York Mellon Corp 1,524,228 1,718,084 12.72 83,421 93,996 12.68
2018-08-14 13F-HR SUNTRUST BANKS INC 61,811 61,227 -0.94 3,341 3,309 -0.96
2018-07-26 13F-HR Granite Investment Advisors, Inc. 5,800 317
2018-07-31 13F-HR Towerpoint Wealth, Llc 107,784 109,549 1.64 5,899 5,993 1.59
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 350,794 299,543 -14.61 19,199 16,388 -14.64
2018-08-14 13F-HR Hilltop Holdings Inc. 367,428 61,395 -83.29 20,105 3,358 -83.30
2018-08-14 13F-HR Mirae Asset Global Investments Co., Ltd. 902,610 811,410 -10.10 49,400 44,392 -10.14
2018-07-27 13F-HR Coastline Trust Co 41,342 39,597 -4.22 2,263 2,166 -4.29
2018-07-30 13F-HR First Capital Advisors Group, LLC. 750 0 -100.00 41 0 -100.00
2018-08-13 13F-HR Nan Shan Life Insurance Co., Ltd. 825,998 0 -100.00 45,207 0 -100.00
2018-07-12 13F-HR CHESLEY TAFT & ASSOCIATES LLC/IL 18,185 17,435 -4.12 995 954 -4.12
2018-07-26 13F-HR REGIONS FINANCIAL CORP 15,071 16,276 8.00 825 890 7.88
2018-08-14 13F-HR OLD MISSION CAPITAL LLC 15,492 55,334 257.18 848 3,027 256.96
2018-07-11 13F-HR BLB&B Advisors, LLC 101,843 114,755 12.68 5,574 6,278 12.63
2018-04-24 13F-HR Rehmann Capital Advisory Group 126,369 197,010 55.90 6,871 10,782 56.92
2018-05-09 13F-HR Elmwood Wealth Management, Inc. 12,290 672,632
2018-08-14 13F-HR Virtue Capital Management, Llc 15,735 14,418 -8.37 857 789 -7.93
2018-07-27 13F-HR Burt Wealth Advisors 69,502 59,799 -13.96 3,804 3,272 -13.99
2018-08-14 13F-HR Centaurus Financial, Inc. 5,029 7,461 48.36 275 408 48.36
2018-07-26 13F-HR Financial Advisory Service, Inc. 109,580 112,380 2.56 5,997 6,148 2.52
2018-08-06 13F-HR Tradewinds Capital Management, LLC 7,166 7,185 0.27 392 393 0.26
2018-08-09 13F-HR Private Advisor Group, LLC 133,193 88,617 -33.47 7,290 4,849 -33.48
2018-08-14 13F-HR Towercrest Capital Management 28,231 1,545
2018-08-13 13F-HR Alphasimplex Group, Llc 29,245 29,245 0.00 1,601 1,600 -0.06
2018-08-14 13F-HR Stadion Money Management, LLC 6,000 7,030 17.17 328 385 17.38
2017-05-12 13F-HR Kernodle & Katon Asset Management Group, LLC 64 3
2018-07-25 13F-HR LifePlan Financial Group, Inc 76,817 85,177 10.88 4,204 4,660 10.85
2018-08-14 13F-HR Freestone Capital Holdings, LLC 4,744 4,756 0.25 260 260 0.00
2018-07-13 13F-HR Bogart Wealth, Llc 81 81 0.00 4 4 0.00
2018-08-10 13F-HR Mosaic Family Wealth, LLC 44 45 2.27 2 2 0.00
2018-08-01 13F-HR COMERICA BANK 79,282 99,500 25.50 4,325 5,466 26.38
2018-08-10 13F-HR NEXT Financial Group, Inc 28,712 0 -100.00 1,571 0 -100.00
2018-07-31 13F-HR Destination Wealth Management 12 104 766.67 1 6 500.00
2018-07-16 13F-HR FC Advisory LLC 138,856 139,270 0.30 7,600 7,619 0.25
2018-07-24 13F-HR Perella Weinberg Partners Capital Management LP 280,687 183,194 -34.73 15,362 10,023 -34.75
2018-07-12 13F-HR WEBSTER BANK, N. A. 1,470 1,470 0.00 80 80 0.00
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,099 21,649 428.15 224 1,184 428.57
2018-07-27 13F-HR Riggs Asset Managment Co. Inc. 150 0 -100.00 8 0 -100.00
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 23,596 1,345,754 5,603.31 1,291 24,593 1,804.96
2018-05-09 13F-HR OPTIMUM INVESTMENT ADVISORS 560 31
2018-08-13 13F-HR Castle Rock Wealth Management, Llc 9,487 15,011 58.23 519 821 58.19
2018-08-03 13F-HR SOUTH STATE Corp 11,073 14,104 27.37 606 772 27.39
2018-08-14 13F-HR Capital Directions Investment Advisors, LLC 3 0 -100.00 0 0
2018-08-10 13F-HR STEPHENS INC /AR/ 98,927 5,412
2018-08-03 13F-HR MOODY NATIONAL BANK TRUST DIVISION 8,299 454
2018-07-26 13F-HR Integrated Wealth Concepts Llc 7,828 123,155 1,473.26 428 9,724 2,171.96
2018-08-08 13F-HR First Allied Advisory Services, Inc. 207,671 210,197 1.22 11,334 11,481 1.30
2018-08-08 13F-HR Acorn Advisory Capital L.p. 4,600 4,600 0.00 252 252 0.00
2018-07-23 13F-HR FARMERS & MERCHANTS INVESTMENTS INC 40,389 42,068 4.16 2,210 2,302 4.16
2018-08-10 13F-HR OARSMAN CAPITAL, INC. 20,473 22,071 7.81 1,120 1,208 7.86
2018-08-14 13F-HR Arete Wealth Advisors, LLC 4,253 4,523 6.35 233 247 6.01
2018-08-14 13F-HR Delta Dental Plan of Michigan, Inc. 611,814 611,964 0.02 33,485 33,480 -0.01
2018-07-17 13F-HR JNBA Financial Advisors 3,211 3,211 0.00 176 176 0.00
2018-08-01 13F-HR Ifrah Financial Services, Inc. 57,215 57,348 0.23 3,131 3,138 0.22
2018-08-09 13F-HR Gradient Investments LLC 953 401 -57.92 52 22 -57.69
2018-05-15 13F-HR National Asset Management, Inc. 207,547 221,304 6.63 11,286 12,114 7.34
2018-08-13 13F-HR BOKF, NA 21,327 21,108 -1.03 1,167 1,155 -1.03
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 439,115 524,791 19.51 23,869 28,648 20.02
2018-08-02 13F-HR D.A. DAVIDSON & CO. 300,914 314,598 4.55 16,469 17,212 4.51
2018-07-26 13F-HR Atlanta Capital Group 8,814 8,824 0.11 482 483 0.21
2018-07-10 13F-HR Trust Co 1,593 1,383 -13.18 87 76 -12.64
2018-08-14 13F-HR Change Path, Llc 95,694 106,243 11.02 5,238 5,813 10.98
2018-08-14 13F-HR Alphastar Capital Management, Llc 37,611 36,704 -2.41 2,058 2,008 -2.43
2018-08-10 13F-HR AGF INVESTMENTS INC. 322 350 8.70 18 19 5.56
2018-07-20 13F-HR Mosaic Financial Partners, Inc. 95,253 97,407 2.26 5,213 5,329 2.23
2018-07-18 13F-HR Friedenthal Financial 69,053 68,775 -0.40 3,779 3,763 -0.42
2018-08-16 13F-HR Nelson, Van Denburg & Campbell Wealth Management Group, LLC 43,891 48,062 9.50 2,402 2,629 9.45
2018-08-14 13F-HR Cetera Advisor Networks LLC 24,246 0 -100.00 1,326 0 -100.00
2018-07-31 13F-HR UMB BANK N A/MO 5,200 4,910 -5.58 285 269 -5.61
2018-08-15 13F-HR Apcm Wealth Management For Individuals 76,030 79,570 4.66 4,161 4,353 4.61
2018-07-30 13F-HR DOWLING & YAHNKE LLC 41,160 42,353 2.90 2,253 2,317 2.84
2018-08-14 13F-HR ZACKS INVESTMENT MANAGEMENT 14,279 15,086 5.65 781 825 5.63
2018-08-03 13F-HR NewFocus Financial Group, LLC 4,687 4,821 2.86 257 264 2.72
2018-08-07 13F-HR Retirement Planning Group 7,176 6,463 -9.94 393 354 -9.92
2018-08-03 13F-HR CANANDAIGUA NATIONAL BANK & TRUST CO 125,236 0 -100.00 6,854 0 -100.00
2018-07-13 13F-HR Creative Financial Designs Inc /adv 21,853 20,196 -7.58 1,196 1,105 -7.61
2018-08-14 13F-HR ROYAL BANK OF CANADA 2,009,633 2,186,260 8.79 109,988 119,611 8.75
2017-05-10 13F-HR Concert Wealth Management Inc. 10,150 5,128 -49.48 552 279 -49.46
2018-07-30 13F-HR Parallel Advisors, LLC 47,512 47,606 0.20 2,600 2,604 0.15
2018-08-14 13F-HR MILLENNIUM MANAGEMENT LLC 73,189 70,412 -3.79 4,006 3,852 -3.84
2018-07-13 13F-HR ATRIA INVESTMENTS LLC 289,081 125,455 -56.60 15,821 6,864 -56.61
2018-05-10 13F-HR Mainstay Capital Management Llc /adv 13,233 15,458 16.81 719 846 17.66
2018-07-19 13F-HR HOWARD CAPITAL MANAGEMENT 10,271 0 -100.00 562 0 -100.00
2018-04-24 13F-HR McAdam, LLC 569 31
2018-08-02 13F-HR Emerald Investment Partners, Llc 108 0 -100.00 6 0 -100.00
2018-07-24 13F-HR Janney Montgomery Scott LLC 531,833 538,524 1.26 29,107 29,463 1.22
2018-08-09 13F-HR Sawtooth Asset Management, Inc. 40,370 6,476 -83.96 2,209 354 -83.97
2018-08-13 13F-HR Betterment LLC 14,083,400 14,781,830 4.96 768,954 808,714 5.17
2018-07-25 13F-HR JFS WEALTH ADVISORS, LLC 14,889 14,889 0.00 815 815 0.00
2018-07-26 13F-HR OLD NATIONAL BANCORP /IN/ 4,462 0 -100.00 244 0 -100.00
2018-08-13 13F-HR WOLVERINE TRADING, LLC Put 8,000 8,000 0.00 438 438 0.00
2018-07-31 13F-HR Bartlett & Co. LLC 4,150 4,150 0.00 227 227 0.00
2018-08-03 13F-HR THOMPSON DAVIS & CO., INC. 349 317 -9.17 19 17 -10.53
2018-05-16 13F-HR Garde Capital, Inc. 29,621 28,768 -2.88 1,610 1,574 -2.24
2018-08-10 13F-HR CITIGROUP INC 661,674 638,846 -3.45 36,214 34,951 -3.49
2018-08-01 13F-HR Personal Capital Advisors Corp 804,519 895,816 11.35 44,031 49,010 11.31
2018-05-24 13F-HR Trilogy Capital Inc. 870 48
2018-07-30 13F-HR/A Virtu Financial LLC 0 16,342 0 894
2018-08-14 13F-HR CAHILL FINANCIAL ADVISORS INC 27,998 28,956 3.42 1,533 1,585 3.39
2018-08-10 13F-HR Krasney Financial LLC 60 3
2018-08-14 13F-HR COLONY GROUP LLC 10,281 7,929 -22.88 563 434 -22.91
2018-08-02 13F-HR VICUS CAPITAL 25,271 5,925 -76.55 1,383 324 -76.57
2018-08-13 13F-HR Buckingham Asset Management, LLC 4,938 6,068 22.88 270 332 22.96
2018-08-01 13F-HR Paulson Wealth Management Inc. 42,409 42,377 -0.08 2,321 2,318 -0.13
2018-07-24 13F-HR MEEDER ASSET MANAGEMENT INC 644 0 -100.00 35 0 -100.00
2018-07-19 13F-HR Carroll Financial Associates, Inc. 429 447 4.20 23 24 4.35
2018-08-01 13F-HR Hudock Capital Group, LLC 91 91 0.00 4 5 25.00
2017-01-13 13F-HR MetLife Securities, Inc 36,074 51,077 41.59 2,022 2,773 37.14
2018-08-13 13F-HR Claybrook Capital, Llc 6,365 6,265 -1.57 348 343 -1.44
2018-08-02 13F-HR Sigma Planning Corp 13,371 17,199 28.63 732 941 28.55
2018-08-07 13F-HR Hartland & Co., LLC 4,478 245
2017-04-17 13F-HR Pinnacle Bank 7,373 399
2018-05-23 13F-HR Bdo Wealth Advisors, Llc 900 7,557 739.67 49 414 744.90
2018-08-14 13F-HR Claraphi Advisory Network, Llc 5,423 4,789 -11.69 297 262 -11.78
2018-07-13 13F-HR Palo Capital, Inc. 4,802 4,802 0.00 263 263 0.00
2018-07-30 13F-HR Mainstreet Investment Advisors Llc 18,000 18,295 1.64 985 1,001 1.62
2017-02-07 13F-HR VECTOR WEALTH MANAGEMENT, LLC 13,670 14,235 4.13 766 773 0.91
2018-08-13 13F-HR Archford Capital Strategies, LLC 92 0 -100.00 5 0 -100.00
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 189,428 167,064 -11.81 10,368 9,140 -11.84
2018-07-13 13F-HR Minichmacgregor Wealth Management, Llc 218 11
2018-08-03 13F-HR Global Financial Private Capital, LLC 849,936 862,832 1.52 46,517 47,206 1.48
2018-08-07 13F-HR Dynamic Advisors Solutions LLC 5,476 9,285 69.56 300 508 69.33
2018-08-14 13F-HR QS Investors, LLC 2,820,592 2,765,558 -1.95 154,370 151,304 -1.99
2018-08-15 13F-HR Krilogy Financial LLC 309 0 -100.00 17 0 -100.00
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 0 280 0 15
2018-07-10 13F-HR First PREMIER Bank 7,453 0 -100.00 408 0 -100.00
2018-08-14 13F-HR GV Financial Advisors 930 907 -2.47 51 50 -1.96
2018-07-20 13F-HR Capital Advisors, Ltd. LLC 8,067 7,786 -3.48 441 426 -3.40
2018-07-10 13F-HR HOLLENCREST SECURITIES LLC 46,722 48,450 3.70 2,558 2,651 3.64
2018-08-09 13F-HR Charles Schwab Investment Advisory, Inc. 13,174,117 521,851 -96.04 721,020 28,551 -96.04
2018-07-19 13F-HR Unison Advisors Llc 53,180 51,291 -3.55 2,911 2,806 -3.61
2018-08-14 13F-HR NGAM ADVISORS, L.P. 12,971 710
2018-08-14 13F-HR TWO SIGMA SECURITIES, LLC 13,691 5,980 -56.32 749 327 -56.34
2018-08-13 13F-HR SVA Plumb Wealth Management, LLC 24,869 16,785 -32.51 1,358 918 -32.40
2018-08-13 13F-HR Icon Wealth Partners, Llc 0 384 0 21
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 1,987 108
2018-08-14 13F-HR Cnb Bank 1,644 1,659 0.91 90 91 1.11
2018-08-13 13F-HR Advisory Alpha, LLC 3,397 3,581 5.42 186 196 5.38
2018-04-27 13F-HR Chicago Partners Investment Group LLC 7,387 7,396 0.12 402 405 0.75
2018-02-15 13F-HR Bb&t Investment Services, Inc. 749 527 -29.64 40 28 -30.00
2018-08-08 13F-HR Homrich & Berg 6,799 0 -100.00 372 0 -100.00
2018-08-10 13F-HR New England Professional Planning Group Inc. 28,259 25,996 -8.01 1,541 1,421 -7.79
2018-07-09 13F-HR Advocacy Wealth Management Services, LLC 34 0 -100.00 2 0 -100.00
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 991,218 991,218 0.00 54,245 54,245 0.00
2018-07-25 13F-HR Transamerica Financial Advisors, Inc. 188,602 175,954 -6.71 10,323 9,627 -6.74
2018-08-08 13F-HR Private Ocean, LLC 280 280 0.00 15 15 0.00
2018-08-14 13F-HR Resources Investment Advisors, Inc. 221 350 58.37 12 19 58.33
2018-05-16 13F-HR Laurel Wealth Advisors, Inc. 4,301 4,267 -0.79 233 233 0.00
2018-08-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 1,154,410 1,213,213 5.09 63,181 66,375 5.06
2018-07-05 13F-HR Clarus Wealth Advisors 36 2
2018-08-13 13F-HR Ameritas Investment Partners, Inc. 501 501 0.00 27 27 0.00
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 2,725,961 3,005,183 10.24 149,192 164,414 10.20
2018-08-13 13F-HR Wealthcare Advisory Partners LLC 886 714 -19.41 49 39 -20.41
2018-05-11 13F-HR CITIGROUP INC 803,887 661,674 -17.69 43,708 36,214 -17.15
2018-08-14 13F-HR Jacobi Capital Management LLC 221 257 16.29 12 14 16.67
2018-05-08 13F-HR Willingdon Wealth Management 185 0 -100.00 10 0 -100.00
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 2,550,432 2,827,809 10.88 139,516 155,101 11.17
2018-08-07 13F-HR GIRARD PARTNERS LTD. 134,721 133,738 -0.73 7,373 7,317 -0.76
2018-08-06 13F-HR Sigma Investment Management Co 7,216 0 -100.00 395 0 -100.00
2018-08-08 13F-HR US BANCORP \DE\ 289,776 362,868 25.22 15,860 19,851 25.16
2018-07-19 13F-HR Goss Wealth Management LLC 37,192 64,508 73.45 2,034 3,530 73.55
2018-08-10 13F-HR FMR LLC / Fidelity 7,641 7,601 -0.52 418 416 -0.48
2018-07-26 13F-HR Advisornet Financial, Inc 2,938 2,935 -0.10 161 161 0.00
2018-07-09 13F-HR Polaris Wealth Advisers, LLC 345,765 343,718 -0.59 18,924 18,812 -0.59
2018-08-03 13F-HR Sandy Spring Bank 5,952 5,370 -9.78 326 294 -9.82
2018-08-13 13F-HR Patten Group, Inc. 615 615 0.00 34 34 0.00
2018-08-14 13F-HR UBS Group AG 1,462,345 1,542,699 5.49 80,034 84,401 5.46
2018-07-30 13F-HR Cambridge Advisors Inc. 165,930 171,045 3.08 9,081 9,358 3.05
2018-08-10 13F-HR Summit Trail Advisors, Llc 2,905 159
2018-08-13 13F-HR BB&T SECURITIES, LLC 123,300 146,622 18.91 6,748 8,021 18.86
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 687,986 745,747 8.40 37,653 40,800 8.36
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 2,454 1,775 -27.67 134 97 -27.61
2017-02-10 13F-HR BlackRock Investment Management, LLC 21 7,940 37,709.52 1 431 43,000.00
2018-08-14 13F-HR SIGNATUREFD, LLC 0 68 0 4
2018-08-07 13F-HR ASPIRIANT, LLC 108,760 109,044 0.26 5,952 5,966 0.24
2018-03-20 13F-HR Forefront Analytics, Llc 115,357 6,272
2018-08-01 13F-HR Asset Planning Services, Ltd. 6 6 0.00 0 0
2018-07-26 13F-HR BB&T CORP 20,273 21,049 3.83 1,110 1,152 3.78
2018-08-13 13F-HR Mascoma Wealth Management LLC 745 745 0.00 41 41 0.00
2018-07-16 13F-HR Lenox Wealth Advisors, Inc. 1,337 939 -29.77 73 51 -30.14
2018-08-10 13F-HR Aevitas Wealth Management, Inc. 237 0 -100.00 13 0 -100.00
2018-08-01 13F-HR SYNOVUS FINANCIAL CORP 278 278 0.00 15 15 0.00
2018-08-10 13F-HR Institute for Wealth Management, LLC. 29,731 27,476 -7.58 1,629 1,509 -7.37
2018-04-02 13F-HR Hefty Wealth Partners 103,632 0 -100.00 5,634 0 -100.00
2018-08-01 13F-HR Northwest Capital Management Inc 75,798 9,908 -86.93 4,148 542 -86.93
2018-08-15 13F-HR Mutual Advisors, Llc 3,795 208
2018-07-19 13F-HR Pfg Advisors 6,203 6,017 -3.00 339 329 -2.95
2018-07-31 13F-HR HARBOUR INVESTMENT MANAGEMENT LLC 29,585 28,860 -2.45 1,619 1,579 -2.47
2018-08-06 13F-HR FTB Advisors, Inc. 289,478 308,468 6.56 15,819 16,875 6.68
2018-08-13 13F-HR INR ADVISORY SERVICES LLC 401,150 401,034 -0.03 21,955 21,941 -0.06
2017-01-31 13F-HR Trutina Financial LLC 22,703 24,013 5.77 1,272 1,304 2.52
2018-07-30 13F-HR FIRST NATIONAL TRUST CO 7,865 9,130 16.08 430 500 16.28
2018-08-14 13F-HR Prime Capital Investment Advisors, Llc 13,951 763
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 27,647 29,868 8.03 1,513 1,634 8.00
2018-01-24 13F-HR Yellowstone Partners, LLC 15,900 16,620 4.53 868 904 4.15
2018-06-05 13F-HR WealthTrust Fairport, LLC 14,923 817
2018-07-11 13F-HR Gierl Augustine Investment Management Inc 1,531 5,540 261.85 84 303 260.71
2018-07-27 13F-HR FINANCIAL CONSULATE, INC 19,236 19,236 0.00 1,053 1,052 -0.09
2018-08-10 13F-HR Cranbrook Wealth Management, LLC 214,630 224,724 4.70 11,747 12,295 4.67
2018-08-14 13F-HR Sound Income Strategies, Llc 67 67 0.00 4 4 0.00
2018-08-14 13F-HR Lutz Financial Services Llc 10,848 19,546 80.18 594 1,069 79.97
2018-08-13 13F-HR Axa 83,010 88,370 6.46 4,543 4,835 6.43
2018-08-10 13F-HR COUNTRY TRUST BANK 176,991 176,705 -0.16 9,687 9,668 -0.20
2018-08-07 13F-HR Sensible Financial Planning & Management, LLC. 875,992 876,162 0.02 47,943 47,935 -0.02
2018-08-07 13F-HR IFP Advisors, Inc 39,544 39,761 0.55 2,164 2,175 0.51
2018-04-10 13F-HR/A Boston Standard Wealth Management, LLC 48,140 29,546 -38.62 2,618,000 1,617,000 -38.24
2018-08-13 13F-HR IHT Wealth Management, LLC 36,977 37,090 0.31 2,023 2,029 0.30
2018-08-13 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,265 1,214 -4.03 69 66 -4.35
2018-08-14 13F-HR F3logic, Llc 4,817 4,940 2.55 262 268 2.29
2018-07-31 13F-HR HOWE & RUSLING INC 4,035 4,035 0.00 221 221 0.00
2018-08-14 13F-HR Cetera Investment Advisers 6,059 6,727 11.02 333 371 11.41
2018-08-08 13F-HR Hanson McClain, Inc. 738 924 25.20 40 51 27.50
2018-08-14 13F-HR AllSquare Wealth Management LLC 198,741 199,343 0.30 10,877 10,906 0.27
2018-08-08 13F-HR COMMERCE BANK 3,661 4,025 9.94 200 220 10.00
2018-08-13 13F-HR Alliance Wealth Management Group 75,516 28,231 -62.62 4,133 1,545 -62.62
2018-08-08 13F-HR Glassman Wealth Services 3 3 0.00 0 0
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 19,722,794 21,089,903 6.93 1,077,657 1,153,828 7.07
2018-08-02 13F-HR BOYS ARNOLD & CO INC 3,983 3,793 -4.77 217 208 -4.15
2018-08-03 13F-HR SEI INVESTMENTS CO 6,026 5,714 -5.18 330 313 -5.15
2018-07-16 13F-HR Rathbone Brothers plc 10,222 3,931 -61.54 559 215 -61.54
2018-07-30 13F-HR Cambria Investment Management, L.P. 61,569 67,761 10.06 3,370 3,708 10.03
2018-07-20 13F-HR Creative Planning 11,723 11,123 -5.12 642 609 -5.14
2018-08-08 13F-HR Estate Counselors, LLC 151,250 156,490 3.46 8,278 8,562 3.43
2018-07-11 13F-HR Kohmann Bosshard Financial Services, LLC 72,878 74,541 2.28 3,989 4,078 2.23
2018-04-16 13F-HR National Planning Corp 650 0 -100.00 35,379 0 -100.00
2018-03-16 13F-HR Aurora Financial Advisors, Llc 6,086 330
2018-08-07 13F-HR Stellar Capital Management, LLC 8,019 8,869 10.60 439 485 10.48
2017-11-15 13F-HR Narus Financial Partners, LLC 5,677 5,825 2.61 309 318 2.91
2018-07-31 13F-HR LVW Advisors, LLC 27,248 27,757 1.87 1,491 1,519 1.88
2018-08-13 13F-HR Advisor Group, Inc. 1,539,100 1,505,256 -2.20 84,250 82,368 -2.23
2018-08-13 13F-HR WESTWOOD HOLDINGS GROUP INC 10,376 568
2018-08-14 13F-HR Fortis Advisors, LLC 419 419 0.00 23 22 -4.35
2018-08-08 13F-HR JONES FINANCIAL COMPANIES LLLP 80,801 84,618 4.72 4,422 4,624 4.57
2018-08-08 13F-HR Hanson & Doremus Investment Management 0 35 0 2
2018-08-14 13F-HR HighTower Advisors, LLC 94,543 115,003 21.64 5,174 6,294 21.65
2018-07-27 13F-HR Citizens Financial Group Inc/RI 41 2
2018-08-08 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 7,037 6,836 -2.86 385 374 -2.86
2018-07-19 13F-HR Confluence Wealth Management LLC 185,564 189,874 2.32 10,156 10,388 2.28
2018-07-31 13F-HR BFSG, LLC 141,334 142,181 0.60 7,735 7,779 0.57
2018-08-14 13F-HR Riverglades Family Offices Llc 92,328 93,584 1.36 5,053 5,120 1.33
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 13,519,975 14,135,263 4.55 739,948 773,341 4.51
2018-07-31 13F-HR CWM, LLC 441 684 55.10 24 37 54.17
2018-08-13 13F-HR Westside Investment Management, Inc. 6,264 0 -100.00 342,640 0 -100.00
2018-08-10 13F-HR Ancora Advisors, LLC 11,793 10,243 -13.14 645 560 -13.18
2018-07-25 13F-HR BESSEMER GROUP INC 4,112 0 -100.00 225 0 -100.00
2018-08-09 13F-HR Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors 1,363 75
2018-02-13 13F-HR Portfolio Strategies Inc 133 159 19.55 7 9 28.57
2018-08-13 13F-HR Brickley Wealth Management 473,874 512,441 8.14 25,935 28,036 8.10
2018-08-13 13F-HR/A ARGI Investment Services, LLC 5,223 5,228 0.10 286 286 0.00
2018-08-10 13F-HR Regal Investment Advisors LLC 9,906 6,642 -32.95 542 363 -33.03
2018-07-25 13F-HR D.b. Root & Company, Llc 4,608 0 -100.00 252 0 -100.00
2018-08-14 13F-HR Financial Gravity Wealth, Inc. 523 531 1.53 29 29 0.00
2018-08-10 13F-HR WASHINGTON TRUST Co 219 12
2018-08-13 13F-HR Vantage Investment Advisors, LLC 1,536 1,536 0.00 84 84 0.00
2018-08-07 13F-HR ROOF EIDAM & MAYCOCK/ADV 11,545 10,125 -12.30 632 554 -12.34
2018-08-08 13F-HR BEACON INVESTMENT ADVISORY SERVICES, INC. 101,386 5,547
2018-08-06 13F-HR Q3 Asset Management 95,107 0 -100.00 5,205 0 -100.00
2018-07-10 13F-HR Shamrock Asset Management LLC 558 31
2018-08-08 13F-HR FDx Advisors, Inc. 71,018 73,173 3.03 3,887 4,003 2.98
2018-08-14 13F-HR Edge Advisors, Llc 589 591 0.34 32 32 0.00
2018-08-16 13F-HR Titus Wealth Management 4,015 220
2018-08-14 13F-HR MORGAN STANLEY 1,851,943 1,870,674 1.01 101,357 102,344 0.97
2018-08-03 13F-HR American Investment Services, Inc. 27,369 28,955 5.79 1,498 1,584 5.74
2018-08-02 13F-HR JMG Financial Group, Ltd. 78,757 73,180 -7.08 4,310 4,004 -7.10
2018-08-03 13F-HR Vestpro Financial Partners, Inc. Dba Cpf Texas 0 2,604 0 142
2018-08-14 13F-HR Cetera Advisors LLC 19,280 18,858 -2.19 1,058 1,034 -2.27
2018-08-06 13F-HR Huber Financial Advisors, Llc 489,361 506,099 3.42 26,783 27,688 3.38
2018-08-10 13F-HR MUFG Americas Holdings Corp 1,131 62
2017-04-24 13F-HR Parasol Investment Management, LLC 36,983 33,250 -10.09 2,008 1,800 -10.36
2018-07-23 13F-HR Prairieview Partners, Llc 352,164 372,510 5.78 19,274 20,380 5.74
2018-08-01 13F-HR Khp Capital, Llc 11 1,000
2018-07-19 13F-HR MONEYWISE, INC. 60,926 62,825 3.12 3,335 3,437 3.06
2018-08-10 13F-HR FIL Ltd 3,301,848 4,286,182 29.81 180,710 234,497 29.76
2018-08-15 13F-HR GLENMEDE TRUST CO NA 98 0 -100.00 5 0 -100.00
2017-07-06 13F-HR Independent Portfolio Consultants, Inc. 4,140 0 -100.00 224 0 -100.00
2018-08-13 13F-HR TWIN CAPITAL MANAGEMENT INC 112,740 111,260 -1.31 6,170 6,087 -1.35
2018-07-12 13F-HR Comprehensive Portfolio Management, LLC 3,849 211
2018-07-13 13F-HR Portfolio Solutions, LLC 3,236 0 -100.00 177 0 -100.00
2018-07-16 13F-HR Affiance Financial, Llc 11,039 12,840 16.31 604 702 16.23
2018-08-07 13F-HR Valmark Advisers, Inc. 547,669 546,249 -0.26 29,974 29,885 -0.30
2018-08-08 13F-HR Private Capital Group, Llc 64,641 65,635 1.54 3,538 3,590 1.47
2018-04-16 13F-HR SII INVESTMENTS INC/WI 411,157 0 -100.00 22,353 0 -100.00
2018-08-14 13F-HR Capstone Financial Advisors, Inc. 242,370 299,609 23.62 13,265 16,392 23.57
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 33 10 -69.70 1 1 0.00
2018-04-30 13F-HR Oak Point Wealth Management 31,534 0 -100.00 1,722 0 -100.00
2018-08-03 13F-HR FIDUCIARY TRUST CO 32,138 32,628 1.52 1,759 1,785 1.48
2018-08-03 13F-HR Seacrest Wealth Management, Llc 754 3,816 406.10 41 209 409.76
2018-08-14 13F-HR Patriot Financial Group Insurance Agency, LLC 1,947 1,077 -44.68 107 59 -44.86
2018-07-09 13F-HR CENTRAL TRUST Co 2 0 -100.00 1 0 -100.00
2018-08-13 13F-HR Arcus Capital Partners, LLC 7,783 7,783 0.00 426 426 0.00
2018-07-16 13F-HR V Wealth Management,LLC 4,541 3,951 -12.99 247 215 -12.96
2018-07-17 13F-HR DUBUQUE BANK & TRUST CO 159 284 78.62 9 16 77.78
2018-07-19 13F-HR FIRST HAWAIIAN BANK 40,359 42,377 5.00 2,209 2,319 4.98
2018-08-06 13F-HR Brookstone Capital Management 7,751 6,102 -21.27 424 334 -21.23
2018-08-13 13F-HR/A Koshinski Asset Management, Inc. 0 3,800 0 208
2018-07-19 13F-HR Money Matters Financial Group Inc 7,553 39,369 421.24 413 2,154 421.55
2018-08-14 13F-HR AE Wealth Management LLC 46,361 24,431 -47.30 2,537 1,337 -47.30
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 98,436 14,808 -84.96 5,387 810 -84.96
2018-08-03 13F-HR Carnick & Kubik Group, LLC 5,110 0 -100.00 280 0 -100.00
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 3,800 4,200 10.53 208 230 10.58
2018-07-09 13F-HR TD Ameritrade Trust Co 75,708 72,882 -3.73 4,144 3,987 -3.79
2018-08-13 13F-HR SCOTIA CAPITAL INC. 57,276 57,038 -0.42 3,135 3,121 -0.45
2018-08-09 13F-HR First Heartland Consultants, Inc. 47,569 55,811 17.33 2,603 3,053 17.29
2018-07-18 13F-HR HT Partners LLC 364,403 370,385 1.64 19,944 20,281 1.69
2018-08-14 13F-HR NORTHERN TRUST CORP 89,036 45,066 -49.38 49 25 -48.98
2018-08-09 13F-HR RETIREMENT CAPITAL STRATEGIES 317,436 312,356 -1.60 17,373 17,089 -1.63
2018-08-14 13F-HR AMERICAN ECONOMIC PLANNING GROUP INC /ADV 9,977 9,703 -2.75 546 531 -2.75
2018-08-13 13F-HR Global Retirement Partners, Llc 4,925 4,570 -7.21 270 250 -7.41
2018-08-06 13F-HR FAGAN ASSOCIATES, INC. 62,399 60,167 -3.58 3,415 3,292 -3.60
2018-08-13 13F-HR PRUDENTIAL FINANCIAL INC 0 915,500 0 50,087
2018-08-08 13F-HR Crabel Capital Management, Llc 47,800 55,715 16.56 2,616 3,048 16.51
2018-08-15 13F-HR Alaska Permanent Capital Management 0 206,010 0 11,270
2018-08-01 13F-HR Kovack Advisors, Inc. 11,242 10,939 -2.70 615 598 -2.76
2018-07-13 13F-HR BANK OF MONTREAL /CAN/ 28,846 28,710 -0.47 1,578 1,571 -0.44
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,158,140 1,132,424 -2.22 63,387 61,956 -2.26
2018-08-13 13F-HR Keel Point, LLC 27,754 36,098 30.06 1,519 1,975 30.02
2018-08-14 13F-HR FIFTH THIRD BANCORP 5,150 8,967 74.12 282 491 74.11
2018-08-06 13F-HR Cypress Wealth Services, Llc 6,625 7,959 20.14 363 435 19.83
2018-07-20 13F-HR North Star Investment Management Corp. 38,143 38,617 1.24 2,088 2,113 1.20
2018-08-09 13F-HR Tortoise Investment Management, LLC 13 16 23.08 1 1 0.00
2018-08-03 13F-HR WEDBUSH SECURITIES INC 4,080 4,120 0.98 223 225 0.90
2018-07-30 13F-HR Winthrop Partners - Wny, Llc 320 320 0.00 17,500 17,507 0.04
2018-07-25 13F-HR BNP PARIBAS ARBITRAGE, SA 10,411 569,586
2018-07-26 13F-HR FIRST MERCANTILE TRUST CO 66,487 61,441 -7.59 3,639 3,361 -7.64
2018-08-10 13F-HR Amerivest Investment Management LLC 578,941 824,552 42.42 31,685 45,111 42.37
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 577,347 446,742 -22.62 31,598 24,441 -22.65
2018-07-12 13F-HR/A Guidant Wealth Advisors 240,978 249,215 3.42 14,629 15,184 3.79
2018-05-04 13F-HR Financial Gravity Companies, Inc. 523 29
2018-07-16 13F-HR Live Your Vision, LLC 2,228 2,228 0.00 122 122 0.00
2018-07-23 13F-HR Kiley Juergens Wealth Management, Llc 5 0
2018-08-02 13F-HR Adviser Investments LLC 7,050 156,988 2,126.78 386 8,589 2,125.13

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CUSIP: 92203J407