SecurityIDV / iShares International Select Dividend ETF (464288448)
Institutional Owners364
Institutional Shares74,113,324
Institutional Value$ 10,626,771,000 USD

Institutional Stock Ownership and Shareholders()

iShares International Select Dividend ETF (BATS:IDV) has 364 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 74,113,324 shares. Largest shareholders include Bank Of America Corp /de/, Ameriprise Financial Inc, UBS Group AG, Morgan Stanley, Wells Fargo & Company/mn, BlackRock Inc., Moneta Group Investment Advisors Llc, Us Bancorp \de\, Regions Financial Corp, and LPL Financial LLC.
iShares International Select Dividend ETF (BATS:IDV) 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)
2018-08-13 13F-HR Castle Rock Wealth Management, Llc 9,148 293
2018-08-07 13F-HR/A NOTTINGHAM ADVISORS, INC. 23,727 22,572 -4.87 783 723 -7.66
2018-07-11 13F-HR BLB&B Advisors, LLC 8,483 8,274 -2.46 280 265 -5.36
2018-07-13 13F-HR BANK OF MONTREAL /CAN/ 109,799 89,665 -18.34 3,625 2,874 -20.72
2018-08-13 13F-HR Dorsey & Whitney Trust CO LLC 6,998 6,998 0.00 231 225 -2.60
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 8,920 281,641 3,057.41 290 8,851 2,952.07
2018-08-16 13F-HR Feltz WealthPLAN Inc. 40,631 51,137 25.86 1,341 1,639 22.22
2018-01-22 13F-HR Cornerstone Financial Partners, LLC 293,046 274,003 -6.50 9,888 9,251 -6.44
2018-08-13 13F-HR/A Koshinski Asset Management, Inc. 16,705 14,419 -13.68 551 462 -16.15
2018-08-03 13F-HR CYPRESS CAPITAL MANAGEMENT LLC 357,205 0 -100.00 11,791 0 -100.00
2017-05-16 13F-HR JANUS CAPITAL MANAGEMENT LLC 64,011 2,014
2018-08-01 13F-HR Psagot Investment House Ltd. 1 1 0.00 0 0
2018-08-14 13F-HR Prime Capital Investment Advisors, Llc 186 186 0.00 6 6 0.00
2018-05-07 13F-HR Strategic Wealth Advisors Group,Inc. 29,891 29,226 -2.22 1,025 964 -5.95
2018-08-09 13F-HR Geneva Partners, Llc 24,260 21,168 -12.75 801 678 -15.36
2018-08-13 13F-HR Asset Dedication, LLC 241 241 0.00 8 8 0.00
2018-08-14 13F-HR Valeo Financial Advisors, Llc 144 144 0.00 5 5 0.00
2017-02-10 13F-HR BlackRock Fund Advisors 1,351,052 1,427,180 5.63 40,505 42,187 4.15
2018-08-02 13F-HR BOYS ARNOLD & CO INC 34,346 32,996 -3.93 1,166 1,058 -9.26
2018-08-13 13F-HR Armor Investment Advisors, LLC 734 734 0.00 24 24 0.00
2018-07-16 13F-HR CAPITAL ONE, NATIONAL ASSOCIATION 65,696 65,088 -0.93 2,168 2,086 -3.78
2018-08-07 13F-HR Retirement Planning Group 24,850 23,883 -3.89 820 765 -6.71
2018-08-14 13F-HR CLS Investments, LLC 1,258 1,282 1.91 42 41 -2.38
2018-07-12 13F-HR TRUST DEPARTMENT MB FINANCIAL BANK N A 495 495 0.00 16 16 0.00
2018-08-03 13F-HR WEDBUSH SECURITIES INC 13,120 11,694 -10.87 433 375 -13.39
2018-07-13 13F-HR ATRIA INVESTMENTS LLC 59,460 53,830 -9.47 1,963 1,725 -12.12
2018-08-14 13F-HR Financial Gravity Wealth, Inc. 2,230 2,349 5.34 76 76 0.00
2018-08-15 13F-HR/A MONETA GROUP INVESTMENT ADVISORS LLC 2,313,627 2,690,715 16.30 76,360 86,237 12.93
2018-08-14 13F-HR LPL Financial LLC 1,400,413 1,466,313 4.71 46,228 46,995 1.66
2018-08-13 13F-HR WAYNE HUMMER INVESTMENTS L.L.C. 13,392 23,492 75.42 442 753 70.36
2018-08-14 13F-HR THRIVENT FINANCIAL FOR LUTHERANS 37,454 36,666 -2.10 1,236 1,175 -4.94
2018-07-20 13F-HR First Command Bank 4,483 4,483 0.00 147,984 144 -99.90
2018-08-06 13F-HR NTV ASSET MANAGEMENT LLC 58,100 57,800 -0.52 1,918 1,852 -3.44
2018-07-27 13F-HR/A WHITTIER TRUST CO 142,319 138,670 -2.56 4,697 4,443 -5.41
2018-08-14 13F-HR TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 10,285 10,125 -1.56 340 325 -4.41
2018-07-27 13F-HR BINGHAM OSBORN & SCARBOROUGH LLC 34,150 34,150 0.00 1,127 1,095 -2.84
2018-08-07 13F-HR Valmark Advisers, Inc. 106,305 114,673 7.87 3,509 3,675 4.73
2018-07-12 13F-HR CONFLUENCE INVESTMENT MANAGEMENT LLC 6,841 0 -100.00 226 0 -100.00
2018-08-14 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 169,665 189,841 11.89 5,600,642 6,084,404 8.64
2018-07-26 13F-HR WestEnd Advisors, LLC 110 114 3.64 3,631 3,653 0.61
2018-08-07 13F-HR Highland Private Wealth Management 50,121 0 -100.00 1,654 0 -100.00
2018-08-02 13F-HR Atlantic Trust Group, LLC 1,412 1,072 -24.08 47 34 -27.66
2018-07-09 13F-HR Oliver Luxxe Assets LLC 60,462 60,462 0.00 1,996 1,996 0.00
2017-04-17 13F-HR Pinnacle Bank 100 3
2018-08-14 13F-HR CREDIT SUISSE AG/ 6,240 0 -100.00 206 0 -100.00
2018-08-09 13F-HR Cornerstone Advisory, LLP 54,780 57,490 4.95 1,809 1,843 1.88
2018-07-20 13F-HR Capital Advisors, Ltd. LLC 35,069 35,698 1.79 1,158 1,144 -1.21
2018-07-19 13F-HR California Capital Advisors, Inc. 7,740 7,740 0.00 255 248 -2.75
2018-07-30 13F-HR SIMPLEX TRADING, LLC 848 647 -23.70 27 20 -25.93
2018-07-24 13F-HR RFG Advisory Group, LLC 8,208 0 -100.00 271 0 -100.00
2018-07-25 13F-HR OLD SECOND NATIONAL BANK OF AURORA 5,730 5,730 0.00 189 184 -2.65
2018-08-14 13F-HR Resources Investment Advisors, Inc. 113,323 115,409 1.84 3,741 3,699 -1.12
2018-08-13 13F-HR ICONIQ Capital, LLC 7,576 0 -100.00 250 0 -100.00
2018-08-08 13F-HR BIEGEL & WALLER LLC 343,688 338,689 -1.45 11,345 10,855 -4.32
2018-07-11 13F-HR Pennsylvania Trust Co 157,440 0 -100.00 5,198 0 -100.00
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 33,171 26,221 -20.95 1,094 840 -23.22
2018-04-16 13F-HR SII INVESTMENTS INC/WI 109,077 0 -100.00 3,680 0 -100.00
2018-05-15 13F-HR We Are One Seven, Llc 2,465 2,465 0.00 83 81 -2.41
2018-08-14 13F-HR HighTower Advisors, LLC 114,006 107,987 -5.28 3,768 3,463 -8.09
2018-08-08 13F-HR CIBC World Markets Inc. 62,709 63,450 1.18 2,070 2,034 -1.74
2018-08-02 13F-HR Sigma Planning Corp 95,648 81,089 -15.22 3,157 2,599 -17.68
2018-07-10 13F-HR Shamrock Asset Management LLC 1,730 1,730 0.00 59 55 -6.78
2018-07-23 13F-HR BerganKDV Wealth Management, LLC 16,531 16,239 -1.77 546 520 -4.76
2018-07-31 13F-HR HOWE & RUSLING INC 0 1,805 0 58
2018-08-14 13F-HR Patriot Financial Group Insurance Agency, LLC 2,874 0 -100.00 94 0 -100.00
2018-08-14 13F-HR Arete Wealth Advisors, LLC 6,924 53,259 669.19 229 1,707 645.41
2018-08-03 13F-HR/A WESPAC Advisors SoCal, LLC 206,525 203,960 -1.24 6,817 6,536 -4.12
2017-01-13 13F-HR MetLife Securities, Inc 185,799 247,126 33.01 5,570 7,305 31.15
2018-08-08 13F-HR FDx Advisors, Inc. 78,713 68,903 -12.46 2,598 2,208 -15.01
2018-08-06 13F-HR Sigma Investment Management Co 8,839 283
2018-07-23 13F-HR Mechanics Bank Trust Department 53,495 1,714
2018-07-17 13F-HR RAND WEALTH, LLC 167,309 138,791 -17.05 5,523 4,448 -19.46
2018-07-17 13F-HR Kistler-Tiffany Companies, LLC 44,323 39,183 -11.60 1,463 1,256 -14.15
2018-07-26 13F-HR Advisornet Financial, Inc 140 0 -100.00 5 0 -100.00
2018-08-06 13F-HR ADELL HARRIMAN & CARPENTER INC 10,750 26,700 148.37 354,857 855,735 141.15
2018-08-13 13F-HR WADE G W & INC 119,225 124,371 4.32 3,936 3,986 1.27
2018-08-02 13F-HR Fiduciary Group LLC 14,329 14,329 0.00 473 459 -2.96
2018-07-23 13F-HR Colorado Capital Management, Inc. 41,266 7,438 -81.98 3,421 238 -93.04
2018-08-10 13F-HR MUFG Americas Holdings Corp 61,378 56,878 -7.33 2,017 1,823 -9.62
2018-07-25 13F-HR Transamerica Financial Advisors, Inc. 2,054 1,862 -9.35 68 60 -11.76
2017-04-14 13F-HR Integrated Wealth Management 0 7,222 0 227
2018-08-07 13F-HR ASPIRIANT, LLC 0 151,000 0 4,840
2018-07-30 13F-HR ARROW FINANCIAL CORP 145 5
2018-07-19 13F-HR Wealth Advisors Of Tampa Bay, Llc 98,765 100,642 1.90 3,264 3,203 -1.87
2017-08-18 13F-HR WFG Advisors, LP 14,441 17,234 19.34 454 564 24.23
2018-07-18 13F-HR Shoker Investment Counsel, Inc. 7,268 7,379 1.53 239 236 -1.26
2018-08-13 13F-HR ProVise Management Group, LLC 6,117 0 -100.00 202 0 -100.00
2018-08-09 13F-HR Zions Bancorporation 668 0 -100.00 22 0 -100.00
2018-07-17 13F-HR JNBA Financial Advisors 104,948 104,293 -0.62 3,464 3,343 -3.49
2018-07-30 13F-HR Daiwa Securities Group Inc. 37,000 32,000 -13.51 1,221 1,026 -15.97
2018-07-31 13F-HR Front Row Advisors Llc 2,766 2,705 -2.21 91 88 -3.30
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 57,400 45,300 -21.08 1,895 1,452 -23.38
2018-07-31 13F-HR Intersect Capital LLC 30,756 33,887 10.18 1,015 1,086 7.00
2017-02-28 13F-HR HIGH POINT BANK & TRUST CO 18,141 149 -99.18 543 4 -99.26
2018-08-09 13F-HR Private Advisor Group, LLC 45,556 56,441 23.89 1,504 1,797 19.48
2018-07-12 13F-HR WEBSTER BANK, N. A. 12,947 13,247 2.32 427 425 -0.47
2018-08-10 13F-HR Krasney Financial LLC 45,253 44,313 -2.08 1,494 1,420 -4.95
2018-07-23 13F-HR FARMERS & MERCHANTS INVESTMENTS INC 4,238 4,191 -1.11 140 134 -4.29
2018-08-03 13F-HR SMITH CHAS P & ASSOCIATES PA CPAS 15,918 0 -100.00 525 0 -100.00
2018-08-13 13F-HR ATHENA CAPITAL ADVISORS LLC 6,260 22,932 266.33 207 735 255.07
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 192,944 321,519 66.64 6,369 10,305 61.80
2018-08-13 13F-HR Certified Advisory Corp 21,389 21,859 2.20 706 701 -0.71
2018-02-14 13F-HR Blue Granite Capital, LLC 5,696 3,696 -35.11 192 125 -34.90
2018-07-19 13F-HR Carroll Financial Associates, Inc. 4,029 4,232 5.04 133 135 1.50
2018-07-26 13F-HR REGIONS FINANCIAL CORP 2,190,620 2,128,401 -2.84 72,313 68,215 -5.67
2018-07-26 13F-HR LeJeune Puetz Investment Counsel LLC 35,713 30,480 -14.65 1,179 977 -17.13
2018-08-01 13F-HR Hudock Capital Group, LLC 9,089 8,800 -3.18 300 282 -6.00
2018-07-24 13F-HR Janney Montgomery Scott LLC 1,071,108 978,777 -8.62 35,357 31,370 -11.28
2018-08-03 13F-HR Financial Architects, Inc 865 872 0.81 29 28 -3.45
2018-08-01 13F-HR Wagner Wealth Management, Llc 350 350 0.00 12 11 -8.33
2018-07-16 13F-HR CHEMUNG CANAL TRUST CO 11,498 11,498 0.00 380 369 -2.89
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 77,957 79,327 1.76 2,573 2,542 -1.20
2018-08-10 13F-HR Proficio Capital Partners LLC 1,000 1,000 0.00 33 32 -3.03
2018-08-13 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 939 0 -100.00 31 0 -100.00
2018-08-01 13F-HR Fragasso Group Inc. 23,681 20,045 -15.35 782 642 -17.90
2018-08-13 13F-HR BB&T SECURITIES, LLC 484,912 411,433 -15.15 16,006 13,186 -17.62
2018-08-02 13F-HR Barrett Asset Management, LLC 3,692 3,692 0.00 122 118 -3.28
2018-08-06 13F-HR RPG Investment Advisory, LLC 83,916 83,523 -0.47 2,770 2,138 -22.82
2018-08-02 13F-HR D.A. DAVIDSON & CO. 219,950 225,946 2.73 7,261 7,242 -0.26
2018-08-15 13F-HR Highlander Capital Management, LLC 784 784 0.00 26 25 -3.85
2018-07-18 13F-HR HIGHLAND CAPITAL MANAGEMENT, LLC 9,287 9,588 3.24 307 307 0.00
2018-08-08 13F-HR Financial Advocates Investment Management 29,084 29,681 2.05 960 944 -1.67
2018-08-13 13F-HR Ameritas Investment Partners, Inc. 3,580 4,820 34.64 118 154 30.51
2018-08-14 13F-HR UBS Group AG 4,026,906 5,466,003 35.74 132,928 175,185 31.79
2018-08-08 13F-HR Homrich & Berg 6,378 0 -100.00 211 0 -100.00
2018-08-13 13F-HR NORTHERN OAK WEALTH MANAGEMENT INC 100 0 -100.00 3 0 -100.00
2018-08-14 13F-HR FIFTH THIRD BANCORP 4,380 4,581 4.59 145 147 1.38
2018-08-09 13F-HR Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors 149 5
2018-08-14 13F-HR SUMITOMO MITSUI FINANCIAL GROUP, INC. 12,937 12,937 0.00 427 415 -2.81
2018-08-14 13F-HR Mariner Wealth Advisors, LLC 22,675 20,766 -8.42 749 666 -11.08
2018-07-09 13F-HR CENTRAL TRUST Co 13,480 12,730 -5.56 445 408 -8.31
2018-08-14 13F-HR Cetera Advisors LLC 95,485 100,442 5.19 3,153 3,215 1.97
2018-08-14 13F-HR STIFEL FINANCIAL CORP 279,984 204,136 -27.09 9,241 6,539 -29.24
2018-08-14 13F-HR Cetera Advisor Networks LLC 42,207 45,699 8.27 1,393 1,461 4.88
2018-08-14 13F-HR Aspen Investment Management Inc 28,938 21,762 -24.80 955 697 -27.02
2018-07-19 13F-HR Round Table Services, LLC 18,923 18,923 0.00 625 606 -3.04
2018-08-15 13F-HR GLENMEDE TRUST CO NA 685 0 -100.00 23 0 -100.00
2018-08-14 13F-HR PRUDENTIAL PLC 345,510 236,710 -31.49 11,405 7,587 -33.48
2018-08-13 13F-HR WOLVERINE TRADING, LLC Put 6,800 6,800 0.00 224 224 0.00
2018-07-30 13F-HR Ballew Advisors, Inc 1,000 1,000 0.00 33 32 -3.03
2018-08-03 13F-HR Steinberg Global Asset Management 82,868 87,756 5.90 2,735 2,813 2.85
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 173,226 179,438 3.59 5,718 5,751 0.58
2018-07-30 13F-HR Parallel Advisors, LLC 821 821 0.00 27 26 -3.70
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 24,724 20,595 -16.70 816 660 -19.12
2018-08-14 13F-HR Voya Financial Advisors, Inc. 16,719 16,934 1.29 549 541 -1.46
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 432,146 450,472 4.24 14,140 15,208 7.55
2018-08-13 13F-HR Peak Capital Management Llc 54,336 53,482 -1.57 1,794 1,714 -4.46
2018-07-30 13F-HR Regal Wealth Group, Inc. 747 747 0.00 25 24 -4.00
2018-08-13 13F-HR SCOTIA CAPITAL INC. 124,061 124,301 0.19 4,095 4,085 -0.24
2018-08-14 13F-HR Northstar Wealth Partners LLC 631,385 0 -100.00 515 0 -100.00
2018-08-10 13F-HR Smart Money Group Llc 77,544 0 -100.00 2,560 0 -100.00
2018-08-06 13F-HR CEDAR HILL ASSOCIATES, LLC 6,193 0 -100.00 204 0 -100.00
2018-08-02 13F-HR Emerald Investment Partners, Llc 894 432 -51.68 30 14 -53.33
2018-07-31 13F-HR CWM, LLC 3,000 3,011 0.37 99 97 -2.02
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 175,446 169,983 -3.11 5,791 5,448 -5.92
2018-07-17 13F-HR Stokes & Hubbell Capital Management, LLC 55,865 56,469 1.08 1,844 1,810 -1.84
2018-08-14 13F-HR FLOW TRADERS U.S. LLC 32,221 17,489 -45.72 1,064 561 -47.27
2018-08-07 13F-HR CADENCE BANK NA 43,094 43,179 0.20 1,423 1,384 -2.74
2018-07-30 13F-HR Armbruster Capital Management, Inc. 270 0 -100.00 9 0 -100.00
2018-07-30 13F-HR Winthrop Partners - Wny, Llc 35,222 40,134 13.95 1,175,358 1,286,294 9.44
2018-08-14 13F-HR Lido Advisors, LLC 12,515 13,470 7.63 413 431 4.36
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 389,546 168,485 -56.75 12,859 5,400 -58.01
2018-08-03 13F-HR FINANCIAL COUNSELORS INC 58,878 64,323 9.25 1,944 2,062 6.07
2018-07-12 13F-HR Pfs Investments Inc. 44,355 57,330 29.25 1,506 1,888 25.37
2018-08-03 13F-HR Sandy Spring Bank 0 1,230 0 39
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 395,105 288,282 -27.04 13,042 9,239 -29.16
2018-08-07 13F-HR Aries Wealth Management 6,722 6,587 -2.01 227 220 -3.08
2018-08-13 13F-HR Sws Partners 12,133 389
2018-08-14 13F-HR ROYAL BANK OF CANADA 1,465,101 1,443,611 -1.47 48,364 46,269 -4.33
2018-08-13 13F-HR BOKF, NA 20,432 28,874 41.32 674 926 37.39
2018-08-09 13F-HR Wharton Business Group, LLC 12,580 12,580 0.00 415 403 -2.89
2018-07-26 13F-HR Alpha Cubed Investments, LLC 268,804 261,920 -2.56 8,873 8,395 -5.39
2018-07-20 13F-HR MCF Advisors LLC 53,527 54,058 0.99 1,767 1,733 -1.92
2018-08-14 13F-HR JP Morgan Chase & Co 293,345 215,575 -26.51 9,683 6,909 -28.65
2018-07-19 13F-HR Narwhal Capital Management 12,731 12,735 0.03 420 408 -2.86
2018-08-03 13F-HR Vestpro Financial Partners, Inc. Dba Cpf Texas 158,459 155,636 -1.78 5,231 4,988 -4.65
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-07-31 13F-HR TD ASSET MANAGEMENT INC 6,205 6,745 8.70 205 216 5.37
2018-07-16 13F-HR Rathbone Brothers plc 20,320 19,325 -4.90 671 619 -7.75
2018-07-25 13F-HR Independence Wealth Advisors, Inc. 308,147 323,973 5.14 10,172 10,383 2.07
2018-08-13 13F-HR Annex Advisory Services, LLC 24,205 40,642 67.91 799 1,303 63.08
2018-08-14 13F-HR Omnistar Financial Group, Inc. 53,863 54,359 0.92 1,774 1,742 -1.80
2018-08-14 13F-HR Cetera Investment Advisers 32,596 0 -100.00 1,076 0 -100.00
2018-08-13 13F-HR Pacific Center for Financial Services 455 455 0.00 15 15 0.00
2018-08-15 13F-HR Focused Wealth Management, Inc 325 324 -0.31 11 10 -9.09
2018-08-14 13F-HR MORGAN STANLEY 5,467,459 5,263,160 -3.74 180,480 168,686 -6.53
2018-07-16 13F-HR Hochman Cole Investment Advisors, Inc. 9,980 10,028 0.48 329 321 -2.43
2018-04-02 13F-HR Hefty Wealth Partners 71,486 85,631 19.79 2,416 2,827 17.01
2018-08-06 13F-HR TORONTO DOMINION BANK 19,178 19,178 0.00 633 615 -2.84
2018-08-13 13F-HR IHT Wealth Management, LLC 5,590 0 -100.00 182 0 -100.00
2018-08-13 13F-HR BANK OF NOVA SCOTIA TRUST CO 17,350 17,350 0.00 573 556 -2.97
2018-08-10 13F-HR Avestar Capital, Llc 525 525 0.00 17 16 -5.88
2018-08-07 13F-HR Linscomb & Williams, Inc. 427,434 423,722 -0.87 14,110 13,580 -3.76
2018-07-13 13F-HR Strategic Wealth Partners, Ltd. 23,093 21,995 -4.75 771 726 -5.84
2018-08-08 13F-HR Hanson McClain, Inc. 23,470 23,540 0.30 775 754 -2.71
2018-08-14 13F-HR Baker Avenue Asset Management, LP 8,580 8,580 0.00 283 275 -2.83
2018-07-20 13F-HR Creative Planning 78,529 79,950 1.81 2,592 2,562 -1.16
2018-08-20 13F-HR UNITED BANK /VA/ 7,874 7,874 0.00 260 252 -3.08
2018-07-30 13F-HR/A Virtu Financial LLC 14,678 14,190 -3.32 485 455 -6.19
2018-08-03 13F-HR COCONUT GROVE BANK 97,906 115,111 17.57 3,232 3,689 14.14
2018-08-03 13F-HR Capital Analysts, Inc. 633 633 0.00 21 20,287 96,504.76
2018-07-10 13F-HR Pure Financial Advisors, Inc. 6,606 212
2018-05-11 13F-HR CITIGROUP INC 30,374 35,091 15.53 1,026 1,158 12.87
2018-08-07 13F-HR Karp Capital Management Corp 97,394 103,085 5.84 3,215 3,304 2.77
2017-05-10 13F-HR Concert Wealth Management Inc. 32,614 24,435 -25.08 974 722 -25.87
2018-07-30 13F-HR First Capital Advisors Group, LLC. 2,220 0 -100.00 73 0 -100.00
2017-01-30 13F-HR GRAY FINANCIAL GROUP /GA /ADV /ADV 621,826 621,826 0.00 18,642,343 18,381 -99.90
2018-07-13 13F-HR Legacy Private Trust Co. 361,596 323,713 -10.48 11,936 10,375 -13.08
2018-07-20 13F-HR North Star Investment Management Corp. 1,075 1,075 0.00 35 34 -2.86
2018-07-13 13F-HR Truewealth Llc 7,386 7,955 7.70 244 255 4.51
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 850 217 -74.47 28 7 -75.00
2018-08-14 13F-HR Hilltop Holdings Inc. 48,572 121,873 150.91 1,604 3,905 143.45
2018-08-10 13F-HR HAVERFORD TRUST CO 29,578 30,633 3.57 976 982 0.61
2018-08-14 13F-HR GV Financial Advisors 19,746 1,980 -89.97 652 63 -90.34
2018-08-08 13F-HR WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 11,825 17,339 46.63 390 556 42.56
2018-08-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 7,502 6,443 -14.12 247 206 -16.60
2018-07-19 13F-HR HUNTINGTON NATIONAL BANK 64 52 -18.75
2018-08-08 13F-HR Sunbelt Securities, Inc. 54,442 106,782 96.14 1,797 3,422 90.43
2018-07-11 13F-HR Ledyard National Bank 11,500 11,500 0.00 380 369 -2.89
2018-08-14 13F-HR LGL PARTNERS, LLC 13,636 8,453 -38.01 450 271 -39.78
2018-07-11 13F-HR RAYMOND JAMES TRUST N.A. 27,095 22,664 -16.35 894 726 -18.79
2018-07-19 13F-HR Epstein & White Financial Llc 16,708 12,416 -25.69 552 396 -28.26
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 14,479,244 13,577,833 -6.23 477,960 435,170 -8.95
2018-07-31 13F-HR Burleson & Company, Llc 13,669 13,669 0.00 451 438 -2.88
2018-07-26 13F-HR Financial Advisory Service, Inc. 18,952 19,271 1.68 626 618 -1.28
2018-08-09 13F-HR RiverFront Investment Group, LLC 1,360,612 0 -100.00 44,914 0 -100.00
2018-08-08 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 1,000 1,000 0.00 33 32 -3.03
2018-02-14 13F-HR Spruce Private Investors, LLC 71,417 69,740 -2.35 2,411 2,357 -2.24
2018-08-09 13F-HR ARGENT CAPITAL MANAGEMENT LLC 11,360 11,360 0.00 375 364 -2.93
2018-07-23 13F-HR CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 41,358 39,285 -5.01 1,365 1,259 -7.77
2018-08-10 13F-HR NEXT Financial Group, Inc 24,028 23,892 -0.57 793 766 -3.40
2018-07-13 13F-HR Murphy, Middleton, Hinkle & Parker, Inc. 102,599 105,902 3.22 3,387 3,394 0.21
2018-08-13 13F-HR Baird Financial Group, Inc. 608,464 581,592 -4.42 20,085 18,640 -7.19
2018-07-18 13F-HR Global Trust Asset Management, Llc 193 193 0.00 6 6 0.00
2018-08-03 13F-HR AlphaMark Advisors, LLC 50 0 -100.00 2 0 -100.00
2018-08-07 13F-HR TRUST CO OF VIRGINIA /VA 13,963 11,663 -16.47 461 374 -18.87
2018-08-06 13F-HR Private Advisory Group LLC 50,121 36,350 -27.48 1,654 1,165 -29.56
2018-07-12 13F-HR Community Bank, N.A. 1,050 1,050 0.00 34 34 0.00
2018-07-17 13F-HR Ellenbecker Investment Group 101,204 100,459 -0.74 3,341 3,220 -3.62
2018-08-14 13F-HR NORTHERN TRUST CORP 8,662 8,146 -5.96 286 261 -8.74
2018-07-19 13F-HR FIRST HAWAIIAN BANK 88,689 88,689 0.00 2,928 2,842 -2.94
2018-07-26 13F-HR TCI Wealth Advisors, Inc. 3,688 3,688 0.00 122 118 -3.28
2018-08-08 13F-HR BEACON INVESTMENT ADVISORY SERVICES, INC. 31,081 48,473 55.96 1,026 1,554 51.46
2018-08-14 13F-HR Jacobi Capital Management LLC 60 2,326 3,776.67 2 75 3,650.00
2018-08-01 13F-HR Asset Planning Services, Ltd. 2,895 2,895 0.00 96 93 -3.12
2017-07-06 13F-HR Independent Portfolio Consultants, Inc. 3,785 1,810 -52.18 119 59 -50.42
2018-08-13 13F-HR SVA Plumb Wealth Management, LLC 9,549 0 -100.00 322 0 -100.00
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 63,561 57,683 -9.25 2,098 1,849 -11.87
2018-08-15 13F-HR/A B. Riley Financial, Inc. 54,346 56,712 4.35 1,794 1,818 1.34
2018-08-07 13F-HR Millburn Ridgefield Corp 7,213 8,208 13.79 238 263 10.50
2018-08-06 13F-HR HL FINANCIAL SERVICES LLC 38,065 33,725 -11.40 1,257 1,081 -14.00
2018-07-23 13F-HR Stony Point Wealth Management Inc. 27,701 28,479 2.81 915 913 -0.22
2018-08-10 13F-HR COUNTRY TRUST BANK 1,319 0 -100.00 44 0 -100.00
2018-08-13 13F-HR PRUDENTIAL FINANCIAL INC 9,253 22,230 140.25 305 712 133.44
2018-08-07 13F-HR Ken Stern & Associates, Inc. 7,722 8,306 7.56 255 266 4.31
2018-07-27 13F-HR DIMENSION CAPITAL MANAGEMENT PARTNERS 16,857 16,857 0.00 556 540 -2.88
2018-07-19 13F-HR Goss Wealth Management LLC 26,910 24,271 -9.81 876 772 -11.87
2018-08-13 13F-HR Advisor Group, Inc. 135,222 116,466 -13.87 4,464 3,733 -16.38
2018-07-17 13F-HR MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 29,017 33,085 14.02 958 1,060 10.65
2018-07-25 13F-HR Strategic Financial Group, LLC 124,855 141,464 13.30 4,121 4,534 10.02
2018-08-14 13F-HR Edge Advisors, Llc 19,470 19,430 -0.21 642 622 -3.12
2018-08-01 13F-HR ASSETMARK, INC 833,712 818,292 -1.85 27,521 26,226 -4.71
2018-07-20 13F-HR ASSET ADVISORS CORP 3,000 2,700 -10.00 99 87 -12.12
2018-07-11 13F-HR Gierl Augustine Investment Management Inc 113,779 118,562 4.20 3,756 3,800 1.17
2018-07-24 13F-HR SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 465,628 471,428 1.25 15,370 15,109 -1.70
2018-08-07 13F-HR Crewe Advisors Llc 3,392 3,336 -1.65 112 107 -4.46
2017-05-16 13F-HR FIRST FINANCIAL EQUITY CORPORATION 7,632 239
2018-08-13 13F-HR Advisory Alpha, LLC 0 0 0 0
2018-07-30 13F-HR WealthTrust Axiom LLC 58,010 57,510 -0.86 1,914 1,843 -3.71
2018-08-14 13F-HR Wilshire Associates Inc 48,680 29,910 -38.56 1,607 959 -40.32
2018-08-01 13F-HR COMERICA BANK 35,475 30,121 -15.09 1,211 982 -18.91
2018-08-10 13F-HR PHILADELPHIA TRUST CO 0 16,096 0 516
2018-08-14 13F-HR Centaurus Financial, Inc. 4,172 4,188 0.38 138 134 -2.90
2018-07-24 13F-HR Squar Milner Financial Services Llc 1,560 50
2018-08-10 13F-HR OPPENHEIMER & CO INC 30,747 11,721 -61.88 1,015 376 -62.96
2018-05-23 13F-HR Bdo Wealth Advisors, Llc 0 3,637 0 120
2018-07-23 13F-HR Horan Securities, Inc. 257,958 266,698 3.39 8,731 8,694 -0.42
2018-08-10 13F-HR STEPHENS INC /AR/ 61,854 61,320 -0.86 2,042 1,965 -3.77
2018-08-10 13F-HR WASHINGTON TRUST Co 200 6
2018-07-17 13F-HR Signature Wealth Management Group 733 733 0.00 24 23 -4.17
2018-08-14 13F-HR BECK CAPITAL MANAGEMENT, LLC 7,211 0 -100.00 238 0 -100.00
2018-08-13 13F-HR Global Retirement Partners, Llc 615 615 0.00 20 20 0.00
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 102,502 102,502 0.00 3,381 3,381 0.00
2018-08-14 13F-HR F3logic, Llc 15,628 15,164 -2.97 515 486 -5.63
2018-08-14 13F-HR Raab & Moskowitz Asset Management LLC 103,110 103,944 0.81 3,403 3,331 -2.12
2018-07-12 13F-HR/A Cx Institutional 85,631 185,024 116.07 2,827 5,930 109.76
2018-08-06 13F-HR Bank of New York Mellon Corp 959,840 1,020,253 6.29 31,684 32,699 3.20
2018-07-19 13F-HR Highwater Wealth Management, LLC 32,093 30,618 -4.60 1,059 981 -7.37
2017-02-10 13F-HR BlackRock Investment Management, LLC 1,200,500 1,093,226 -8.94 35,991 32,316 -10.21
2018-07-09 13F-HR Advocacy Wealth Management Services, LLC 280 0 -100.00 9 0 -100.00
2018-08-03 13F-HR SEI INVESTMENTS CO 315 1,504 377.46 10 48 380.00
2018-05-15 13F-HR National Asset Management, Inc. 53,174 59,325 11.57 1,797 1,959 9.02
2018-08-06 13F-HR Newport Wealth Strategies, Inc. 15,630 7,365 -52.88 516 236 -54.26
2018-07-11 13F-HR Evanson Asset Management, LLC 110,720 110,858 0.12 3,655 3,553 -2.79
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 3,617 115
2018-07-11 13F-HR TRUST CO OF VERMONT 1,400 2,215 58.21 46 71 54.35
2018-07-24 13F-HR Douglass Winthrop Advisors, LLC 6,200 0 -100.00 205 0 -100.00
2018-08-02 13F-HR BBVA COMPASS BANCSHARES, INC 35,458 26,161 -26.22 1,165 838 -28.07
2018-08-03 13F-HR LBMC INVESTMENT ADVISORS, LLC 35,234 35,812 1.64 1,163 1,148 -1.29
2018-07-24 13F-HR Perella Weinberg Partners Capital Management LP 156,118 0 -100.00 5,153 0 -100.00
2018-08-06 13F-HR FTB Advisors, Inc. 6,331 6,331 0.00 214 202 -5.61
2018-08-13 13F-HR BLAIR WILLIAM & CO/IL 59,288 59,920 1.07 1,957 1,920 -1.89
2018-04-24 13F-HR Rehmann Capital Advisory Group 40,469 40,589 0.30 1,367 1,340 -1.98
2018-08-03 13F-HR NOMURA ASSET MANAGEMENT CO LTD 104,254 104,254 0.00 3,441 3,341 -2.91
2018-07-17 13F-HR BlueSky Wealth Advisors, LLC 14,208 14,405 1.39 469 462 -1.49
2018-07-18 13F-HR Prospera Financial Services 16,239 13,054 -19.61 536 419 -21.83
2018-07-05 13F-HR Bangor Savings Bank 71,280 71,957 0.95 2,353 2,307 -1.95
2018-07-27 13F-HR/A WHITTIER TRUST CO OF NEVADA INC 47,638 48,041 0.85 1,572 1,539 -2.10
2018-08-15 13F-HR JANE STREET GROUP, LLC 26,965 354,957 1,216.36 890 11,376 1,178.20
2017-07-11 13F-HR Kissinger Financial Services LLC 127,397 129,138 1.37 4,008 4,226 5.44
2018-04-16 13F-HR IFC Holdings Incorporated/FL 20,358 0 -100.00 686 0 -100.00
2018-08-14 13F-HR Plancorp, LLC 10,787 10,861 0.69 356 348 -2.25
2018-08-06 13F-HR Mcilrath & Eck, Llc 2,463 2,393 -2.84 81 77 -4.94
2018-08-14 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 29,562 30,182 2.10 976 968 -0.82
2018-07-09 13F-HR DAVENPORT & Co LLC 12,745 16,045 25.89 420,709 514 -99.88
2018-08-14 13F-HR AllSquare Wealth Management LLC 75 0 -100.00 2 0 -100.00
2018-07-20 13F-HR Tiaa, Fsb 17,484 26,991 54.38 577 865 49.91
2018-07-25 13F-HR BESSEMER GROUP INC 2,597 2,597 0.00 86 83 -3.49
2018-08-08 13F-HR First Allied Advisory Services, Inc. 12,851 13,033 1.42 424 421 -0.71
2018-08-07 13F-HR Essex Financial Services, Inc. 19,740 0 -100.00 652 0 -100.00
2018-07-17 13F-HR CALAMOS WEALTH MANAGEMENT LLC 15,773 9,147 -42.01 521 293 -43.76
2018-08-03 13F-HR Well Done, LLC 43,946 43,946 0.00 1,451 1,408 -2.96
2018-08-14 13F-HR Sound Income Strategies, Llc 1,402 1,367 -2.50 46 44 -4.35
2018-08-14 13F-HR Capital Bank & Trust Co 1,686 1,686 0.00 56 54 -3.57
2018-08-13 13F-HR TWIN CAPITAL MANAGEMENT INC 48,680 29,910 -38.56 1,607 959 -40.32
2018-04-30 13F-HR Oak Point Wealth Management 67,886 83,098 22.41 2,294 2,708 18.05
2018-08-08 13F-HR 180 Wealth Advisors, Llc 83,311 76,078 -8.68 2,753 2,438 -11.44
2018-08-07 13F-HR IFP Advisors, Inc 50,641 52,095 2.87 1,672 1,670 -0.12
2018-08-15 13F-HR Mutual Advisors, Llc 34,872 21,452 -38.48 1,151 688 -40.23
2018-08-13 13F-HR Parisi Gray Wealth Management 2,303 2,303 0.00 76 76 0.00
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 789,171 274,837 -65.17 26,051 8,809 -66.19
2018-08-10 13F-HR FMR LLC / Fidelity 13,666 31,682 131.83 451 1,015 125.06
2018-02-15 13F-HR Bb&t Investment Services, Inc. 7,545 11,732 55.49 255 395 54.90
2018-08-14 13F-HR Fernwood Investment Management, LLC 7,330 6,830 -6.82 242 219 -9.50
2018-07-18 13F-HR REILLY FINANCIAL ADVISORS, LLC 533 400 -24.95 18 13 -27.78
2018-07-27 13F-HR Mathes Company, Inc. 6,100 0 -100.00 201 0 -100.00
2018-07-11 13F-HR Lowe fs, LLC 800 26
2018-08-13 13F-HR GOULD ASSET MANAGEMENT LLC /CA/ 24,195 26,680 10.27 799 855 7.01
2018-08-13 13F-HR Patten Group, Inc. 620 620 0.00 20 20 0.00
2018-07-06 13F-HR Community Bank & Trust, Waco, Texas 25,220 25,220 0.00 833 808 -3.00
2018-08-07 13F-HR SG Americas Securities, LLC 0 5,484 0 176
2018-08-14 13F-HR MILLENNIUM MANAGEMENT LLC 0 20,140 0 645
2018-08-01 13F-HR Nvwm, Llc 32,959 33,543 1.77 1,073 1,075 0.19
2018-07-27 13F-HR Citizens Financial Group Inc/RI 29,161 22,562 -22.63 959 723 -24.61
2018-08-06 13F-HR CAPITAL ADVISORS INC/OK 8,224 0 -100.00 271 0 -100.00
2018-08-14 13F-HR ETRADE Capital Management LLC 448,058 450,830 0.62 14,790 14,449 -2.31
2018-08-14 13F-HR Keystone Financial Group 116,474 114,568 -1.64 3,794 3,646 -3.90
2018-08-07 13F-HR Dynamic Advisors Solutions LLC 106,454 0 -100.00 3,514 0 -100.00
2018-08-15 13F-HR/A TIEDEMANN WEALTH MANAGEMENT, LLC 7,452 24,815 233.00 246 796 223.58
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 9,184,200 6,579,599 -28.36 303,445 210,861 -30.51
2018-08-06 13F-HR Fieldpoint Private Securities, LLC 8,760 8,760 0.00 289 281 -2.77
2018-08-08 13F-HR COMMERCE BANK 63,801 63,691 -0.17 2,106 2,041 -3.09
2018-08-08 13F-HR LINCOLN NATIONAL CORP 25,474 26,994 5.97 841 865 2.85
2018-08-06 13F-HR FUKOKU MUTUAL LIFE INSURANCE Co 898,000 898,000 0.00 29,643 28,781 -2.91
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 2,996,824 2,883,513 -3.78 98,925 92,417 -6.58
2018-07-27 13F-HR Advisory Services Network, LLC 36,837 35,473 -3.70 1,216 1,160 -4.61
2018-08-08 13F-HR Quadrant Capital Management, LLC 8,243 8,243 0.00 272 264 -2.94
2018-08-14 13F-HR SMITH, MOORE & CO. 7,079 227
2018-08-02 13F-HR VICUS CAPITAL 25,553 29,134 14.01 844 934 10.66
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 370,666 357,095 -3.66 12,515 11,447 -8.53
2018-04-11 13F-HR Ackerman Capital Advisors, Llc 209,672 191,514 -8.66 7,079 6,471 -8.59
2018-08-13 13F-HR Wealthcare Advisory Partners LLC 4,075 5,250 28.83 135 168 24.44
2018-08-08 13F-HR MONROE BANK & TRUST/MI 65,086 64,637 -0.69 2,149 2,071 -3.63
2018-08-03 13F-HR Global Financial Private Capital, LLC 9,616 10,847 12.80 317 348 9.78
2018-08-14 13F-HR Colonial Trust Advisors 19,867 19,777 -0.45 656 634 -3.35
2018-07-31 13F-HR Destination Wealth Management 51 353,874 693,770.59 7 11,342 161,928.57
2018-08-01 13F-HR Klingman & Associates, LLC 220,488 183,092 -16.96 7,278 5,868 -19.37
2018-08-13 13F-HR Westside Investment Management, Inc. 498 498 0.00 16,214 15,846 -2.27
2018-08-08 13F-HR US BANCORP \DE\ 2,342,780 2,354,564 0.50 77,335 75,464 -2.42
2018-08-09 13F-HR White Lighthouse Investment Management Inc. 22,776 6,562 -71.19 752 210 -72.07
2018-08-01 13F-HR Dana Investment Advisors, Inc. 6,964 6,964 0.00 230 223 -3.04
2018-08-10 13F-HR Braun-bostich & Associates Inc. 1,523 0 -100.00 50 0 -100.00
2018-08-01 13F-HR Capital Investment Advisory Services, LLC 15,126 10,277 -32.06 499 329 -34.07
2018-07-27 13F-HR Eqis Capital Management, Inc. 19,327 19,116 -1.09 638 613 -3.92
2018-08-10 13F-HR M&T BANK CORP 334,786 314,287 -6.12 11,051 10,073 -8.85
2018-07-31 13F-HR Bartlett & Co. LLC 399 0 -100.00 13 0 -100.00
2018-08-01 13F-HR SYNOVUS FINANCIAL CORP 127,671 127,265 -0.32 4,216 4,080 -3.23
2018-07-31 13F-HR Camarda Financial Advisors, LLC 178,917 179,086 0.09 5,906 5,740 -2.81
2018-07-18 13F-HR Townsend & Associates, Inc 470 15
2018-08-02 13F-HR NORTHERN CAPITAL MANAGEMENT LLC 28,420 22,220 -21.82 938 712 -24.09
2018-07-30 13F-HR Trustcore Financial Services, Llc 112 112 0.00 4 4 0.00
2018-07-31 13F-HR EXENCIAL WEALTH ADVISORS, LLC 11,571 11,423 -1.28 382 366 -4.19
2018-08-14 13F-HR TWO SIGMA SECURITIES, LLC 26,491 21,059 -20.51 874 675 -22.77
2018-07-25 13F-HR D.b. Root & Company, Llc 29,703 29,499 -0.69 980 945 -3.57
2018-07-16 13F-HR Hefren-Tillotson, Inc. 182 182 0.00 6 6 0.00
2018-07-18 13F-HR SMITHBRIDGE ASSET MANAGEMENT INC/DE 25,900 25,900 0.00 855 830 -2.92
2018-08-14 13F-HR SUNTRUST BANKS INC 196,518 202,157 2.87 6,487 6,478 -0.14
2018-08-09 13F-HR BlackRock Inc. 3,072,299 2,822,315 -8.14 101,416 90,454 -10.81
2018-08-10 13F-HR CITIGROUP INC 35,091 34,514 -1.64 1,158 1,107 -4.40
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 256,757 270,073 5.19 8,476 8,656 2.12
2018-05-04 13F-HR Financial Gravity Companies, Inc. 1,950 2,230 14.36 69 76 10.14
2018-08-13 13F-HR Vivaldi Capital Management, LLC 17,832 17,832 0.00 589 572 -2.89
2018-08-07 13F-HR Van Hulzen Asset Management, LLC 12,960 13,498 4.15 428 433 1.17
2018-07-20 13F-HR FCG ADVISORS, LLC 12,232 12,302 0.57 404 394 -2.48
2018-07-19 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 3,249 3,296 1.45 107 106 -0.93
2018-08-06 13F-HR Cypress Wealth Services, Llc 9,024 8,928 -1.06 298 286 -4.03
2018-08-07 13F-HR Landaas & Co /wi /adv 0 1,834 0 59
2018-07-31 13F-HR Horan Capital Advisors, LLC. 266,698 8,694
2018-08-14 13F-HR Flaharty Asset Management, LLC 3,496 0 -100.00 114 0 -100.00
2018-07-13 13F-HR Personal Resources Investment & Strategic Management, Inc. 17,525 17,525 0.00 599 575 -4.01
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 22,000 36,900 67.73 726 1,183 62.95
2018-07-05 13F-HR Clarus Wealth Advisors 200 7
2018-08-14 13F-HR OLD MISSION CAPITAL LLC 39,292 60,150 53.08 1,297 1,928 48.65
2018-07-27 13F-HR PINNACLE FINANCIAL PARTNERS INC 7,225 19,374 168.15 238 621 160.92
2018-07-16 13F-HR WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 9,035 9,119 0.93 298 292 -2.01
2018-07-26 13F-HR Puplava Financial Services, Inc. 7,745 0 -100.00 256 0 -100.00
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 481,393 458,681 -4.72 15,890 14,701 -7.48
2018-07-25 13F-HR Sage Advisory Services, Ltd.Co. 11,436 11,878 3.86 377 381 1.06
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 392,384 271,088 -30.91 12,953 8,688 -32.93
2018-07-13 13F-HR Creative Financial Designs Inc /adv 1,000 1,000 0.00 33 32 -3.03

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CUSIP: 464288448