SecurityRWR / SPDR DJ Wilshire REIT ETF (78464A607)
Institutional Owners209
Institutional Shares19,366,711
Institutional Value$ 1,785,058,000 USD

Institutional Stock Ownership and Shareholders

SPDR DJ Wilshire REIT ETF (NYSE:RWR) has 209 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 19,366,711 shares. Largest shareholders include Tiaa, Fsb, Northern Trust Corp, Wells Fargo & Company/mn, Graticule Asia Macro Advisors LLC, Pnc Financial Services Group, Inc., Bank Of America Corp /de/, Charles Schwab Investment Advisory, Inc., Goldman Sachs Group Inc, State Street Corp, and Suntrust Banks Inc.
SPDR DJ Wilshire REIT ETF (NYSE:RWR) 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)
2018-02-14 13F-HR Patriot Financial Group Insurance Agency, LLC 220 20
2018-04-27 13F-HR Strategic Financial Group, LLC 16,610 20,231 21.80 1,556 1,743 12.02
2018-05-14 13F-HR IHT Wealth Management, LLC 117 117 0.00 11 10 -9.09
2018-04-18 13F-HR Tiaa, Fsb 5,406,937 5,587,197 3.33 506,576 481,281 -4.99
2018-05-07 13F-HR SYNOVUS FINANCIAL CORP 0 138 0 12
2018-05-02 13F-HR Emery Howard Portfolio Management, Inc. 5,530 5,564 0.61 518 479 -7.53
2018-02-12 13F-HR CLS Investments, LLC 0 0
2018-04-09 13F-HR BLB&B Advisors, LLC 68,368 17,708 -74.10 6,405 1,525 -76.19
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 18,600 10,900 -41.40 1,743 939 -46.13
2018-04-09 13F-HR CONTRAVISORY INVESTMENT MANAGEMENT, INC. 60 0 -100.00 6 0 -100.00
2018-01-17 13F-HR Financial Strategy Network, LLC 2,909 3,479 19.59 272 326 19.85
2018-04-25 13F-HR Moloney Securities Asset Management, LLC 4,096 3,873 -5.44 384 334 -13.02
2018-05-11 13F-HR Financial Advocates Investment Management 9,272 8,681 -6.37 869 748 -13.92
2018-04-13 13F-HR Legacy Private Trust Co. 5,786 6,768 16.97 542 583 7.56
2018-02-06 13F-HR Migdal Insurance & Financial Holdings Ltd. 940 0 -100.00 87 0 -100.00
2018-05-09 13F-HR Lee Financial CORP 43,995 28,925 -34.25 4,122 2,492 -39.54
2018-05-04 13F-HR CAPITAL ADVISORS INC/OK 116,784 0 -100.00 10,941 0 -100.00
2018-05-14 13F-HR/A CITADEL ADVISORS LLC 0 39,805 0 3,429
2018-05-15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 0 128 0 11
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,436 45,608 123.17 1,915 3,929 105.17
2018-05-07 13F-HR Manchester Capital Management LLC 17,763 15,127 -14.84 1,664 1,303 -21.69
2018-04-25 13F-HR MOLLER FINANCIAL SERVICES 13,029 16,378 25.70 1,221 1,411 15.56
2018-04-30 13F-HR Certified Advisory Corp 66 68 3.03 6 5 -16.67
2018-02-15 13F-HR Bb&t Investment Services, Inc. 62 62 0.00 6 6 0.00
2018-05-15 13F-HR UBS Group AG 47,545 47,647 0.21 4,454 4,105 -7.84
2018-04-16 13F-HR BALDWIN BROTHERS INC/MA 1,000 0 -100.00 94 0 -100.00
2018-05-14 13F-HR Pin Oak Investment Advisors Inc 4,995 2,928 -41.38 468 252 -46.15
2018-02-09 13F-HR Virtu Financial LLC 5,632 4,849 -13.90 521 455 -12.67
2018-05-16 13F-HR ASSETMARK, INC 239,453 83,181 -65.26 22,434 7,165 -68.06
2018-02-14 13F-HR BOKF, NA 3,244 3,209 -1.08 300 301 0.33
2018-05-08 13F-HR EXENCIAL WEALTH ADVISORS, LLC 8,736 8,736 0.00 818 753 -7.95
2018-05-08 13F-HR US BANCORP \DE\ 17,843 14,434 -19.11 1,672 1,243 -25.66
2018-05-11 13F-HR SEI INVESTMENTS CO 311 161 -48.23 29 14 -51.72
2018-04-04 13F-HR Beacon Capital Management, Inc. 674 674 0.00 63 58 -7.94
2018-05-11 13F-HR CULLEN/FROST BANKERS, INC. 6,970 7,672 10.07 653 661 1.23
2018-05-14 13F-HR Veritable, L.P. 30,028 26,822 -10.68 2,813 2,310 -17.88
2018-05-11 13F-HR Slow Capital, Inc. 1,673 5,951 255.71 157 513 226.75
2018-05-02 13F-HR FTB Advisors, Inc. 142 0 -100.00 12 0 -100.00
2018-04-17 13F-HR Atlas Capital Advisors Llc 880 75,803
2018-04-13 13F-HR COBIZ INVESTMENT MANAGEMENT, LLC 3,720 3,469 -6.75 349 299 -14.33
2018-05-11 13F-HR Cutler Group LP Put 0 300 0 3
2018-05-02 13F-HR Paulson Wealth Management Inc. 200 0 -100.00 19 0 -100.00
2018-04-24 13F-HR Rehmann Capital Advisory Group 75 6
2018-05-15 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,700 741 -56.41 159 64 -59.75
2018-05-01 13F-HR Hanson McClain, Inc. 53 53 0.00 5 5 0.00
2018-02-09 13F-HR SII INVESTMENTS INC/WI 3,073 0 -100.00 285 0 -100.00
2018-04-16 13F-HR Raymond James Financial Services Advisors, Inc. 48,768 48,492 -0.57 4,569 4,178 -8.56
2018-05-04 13F-HR Rossmore Private Capital 3,765 3,590 -4.65 352,743 309 -99.91
2018-05-10 13F-HR Capital Directions Investment Advisors, LLC 10,260 14,290 39.28 961 1,231 28.10
2018-05-09 13F-HR BlackRock Inc. 480,918 117,913 -75.48 45,057 10,157 -77.46
2018-05-15 13F-HR CAPTRUST FINANCIAL ADVISORS 0 130 0 11
2018-01-16 13F-HR Portfolio Solutions, LLC 1,100 0 -100.00 102 0 -100.00
2018-05-15 13F-HR BARCLAYS PLC 1 1 0.00 0 0
2018-02-15 13F-HR BB&T SECURITIES, LLC 10,171 14,994 47.42 940 1,404 49.36
2018-05-08 13F-HR 3D ASSET MANAGEMENT, INC 2,925 2,731 -6.63 274 235 -14.23
2018-05-09 13F-HR NORTHERN TRUST CORP 3,429,380 2,981,626 -13.06 321,298 256,837 -20.06
2018-05-10 13F-HR JP Morgan Chase & Co 262,022 213,364 -18.57 24,549 18,379 -25.13
2018-05-03 13F-HR SG Americas Securities, LLC 17,384 58,904 238.84 1,629 5,074 211.48
2018-05-07 13F-HR Ullmann Financial Group, Inc. 23,062 23,558 2.15 2,160 2,002 -7.31
2018-05-11 13F-HR Sigma Planning Corp 6,618 6,596 -0.33 620 568 -8.39
2018-05-04 13F-HR Financial Gravity Companies, Inc. 165 0 -100.00 15 0 -100.00
2018-05-03 13F-HR Jacobi Capital Management LLC 75 75 0.00 7 6 -14.29
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 3,279,688 2,978,097 -9.20 307,274 256,534 -16.51
2018-02-14 13F-HR TWO SIGMA SECURITIES, LLC 27,240 0 -100.00 2,520 0 -100.00
2018-05-07 13F-HR QUANTUM CAPITAL MANAGEMENT 6,708 0 -100.00 628 0 -100.00
2018-05-02 13F-HR Creative Financial Designs Inc /adv 3,961 3,877 -2.12 371 334 -9.97
2018-05-15 13F-HR Kovack Advisors, Inc. 5,029 3,029 -39.77 471 261 -44.59
2018-05-15 13F-HR Mariner Wealth Advisors, LLC 3,277 3,371 2.87 307 290 -5.54
2018-05-11 13F-HR PITCAIRN CO 2,220 0 -100.00 208 0 -100.00
2018-05-07 13F-HR Valmark Advisers, Inc. 22,807 22,434 -1.64 2,137 1,932 -9.59
2018-05-02 13F-HR Stratford Consulting, LLC 73,540 72,854 -0.93 6,890 6,276 -8.91
2018-02-13 13F-HR Sequoia Financial Advisors, LLC 2,518 0 -100.00 233 0 -100.00
2018-02-14 13F-HR Wealthshield, Llc 144 13
2018-04-19 13F-HR Janney Montgomery Scott LLC 4,788 4,788 0.00 449 412 -8.24
2018-05-07 13F-HR EATON VANCE MANAGEMENT 6,672 6,312 -5.40 625 544 -12.96
2018-05-03 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 1,199 684 -42.95 112 59 -47.32
2018-02-09 13F-HR FDx Advisors, Inc. 2,201 0 -100.00 204 0 -100.00
2018-05-11 13F-HR MML INVESTORS SERVICES, LLC 215,989 197,097 -8.75 20,236 16,978 -16.10
2018-05-11 13F-HR NORTHERN OAK WEALTH MANAGEMENT INC 98 8
2018-01-22 13F-HR Kohmann Bosshard Financial Services, LLC 7,436 7,436 0.00 688 697 1.31
2018-05-04 13F-HR D'Orazio & Associates, Inc. 2,982 0 -100.00 279 0 -100.00
2018-05-15 13F-HR Advisor Group, Inc. 5,627 4,696 -16.55 528 405 -23.30
2018-05-11 13F-HR BSC PRIVATE WEALTH MANAGEMENT, LLC 3,174 0 -100.00 297 0 -100.00
2018-04-27 13F-HR Chicago Partners Investment Group LLC 2,560 221
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 46,461 47,724 2.72 4,320 4,415 2.20
2018-05-15 13F-HR HighTower Advisors, LLC 27,465 26,958 -1.85 2,574 2,318 -9.95
2018-05-15 13F-HR JANE STREET GROUP, LLC 2,186 34,157 1,462.53 205 2,942 1,335.12
2018-05-01 13F-HR Goldstein Munger & Associates 2,934 2,934 0.00 275 253 -8.00
2018-05-08 13F-HR Parallel Advisors, LLC 64 41 -35.94 6 4 -33.33
2018-05-07 13F-HR Charles Schwab Investment Advisory, Inc. 774,780 832,140 7.40 72,589 71,681 -1.25
2018-05-14 13F-HR Wealthcare Advisory Partners LLC 8,624 7,514 -12.87 808 647 -19.93
2018-05-17 13F-HR Nvwm, Llc 61 0 -100.00 6 0 -100.00
2018-05-08 13F-HR Dorsey & Whitney Trust CO LLC 3,253 3,253 0.00 305 280 -8.20
2018-05-04 13F-HR B. Riley Financial, Inc. 3,843 4,316 12.31 360 372 3.33
2018-04-25 13F-HR Palisade Asset Management, LLC 3,077 3,077 0.00 288,000 265 -99.91
2018-02-14 13F-HR Voya Financial Advisors, Inc. 22,345 0 -100.00 2,067 0 -100.00
2018-04-23 13F-HR Montecito Bank & Trust 7,026 6,049 -13.91 659 521 -20.94
2018-05-14 13F-HR DIAM Co., Ltd. 4,490 5,060 12.69 421 436 3.56
2018-04-13 13F-HR BANK OF MONTREAL /CAN/ 138,348 122,523 -11.44 12,962 10,554 -18.58
2018-05-04 13F-HR Whitnell & Co. 301 26
2018-05-02 13F-HR HL FINANCIAL SERVICES LLC 11,464 10,444 -8.90 1,074 900 -16.20
2018-04-26 13F-HR Lenox Wealth Management, Inc. 236 236 0.00 22 20 -9.09
2018-02-15 13F-HR Lake Street Advisors Group, Llc 6,531 612
2018-04-25 13F-HR FIRST INTERSTATE BANK 600 600 0.00 56 52 -7.14
2018-04-19 13F-HR Endurance Wealth Management, Inc. 11 11 0.00 1 1 0.00
2018-02-09 13F-HR Blume Capital Management, Inc. 97 0 -100.00 9 0 -100.00
2018-05-11 13F-HR Gemmer Asset Management LLC 83 84 1.20 8 7 -12.50
2018-05-09 13F-HR IFP Advisors, Inc 871 336 -61.42 82 29 -64.63
2018-04-17 13F-HR Comprehensive Portfolio Management, LLC 3,085 0 -100.00 289 0 -100.00
2018-04-23 13F-HR Advisory Services Network, LLC 235 185 -21.28 22 16 -27.27
2018-05-07 13F-HR Peloton Wealth Strategists 6,840 589
2018-05-11 13F-HR Fortis Advisors, LLC 795 800 0.63 74 69 -6.76
2018-02-09 13F-HR Baird Financial Group, Inc. 8,042 7,862 -2.24 744 737 -0.94
2018-04-10 13F-HR Gierl Augustine Investment Management Inc 56 56 0.00 5 5 0.00
2018-02-08 13F-HR Global Financial Private Capital, LLC 75,522 81,494 7.91 6,987 7,635 9.27
2018-02-09 13F-HR Fiera Capital Corp 3,228 0 -100.00 299 0 -100.00
2018-04-27 13F-HR ENTERPRISE FINANCIAL SERVICES CORP 64 64 0.00 6 6 0.00
2018-05-09 13F-HR Oakworth Capital, Inc. 575 575 0.00 54 50 -7.41
2018-04-20 13F-HR Covenant Multifamily Offices, LLC 536 0 -100.00 50 0 -100.00
2018-04-30 13F-HR HUNTINGTON NATIONAL BANK 2,980 2,024 -32.08
2018-05-11 13F-HR SIMONBAKER & PARTNERS LLC 2,279 0 -100.00 213 0 -100.00
2018-04-18 13F-HR REGIONS FINANCIAL CORP 1,594 1,594 0.00 149 137 -8.05
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 1,084,401 858,421 -20.84 101,598 73,945 -27.22
2018-04-20 13F-HR Seacrest Wealth Management, Llc 14 14 0.00 1 1 0.00
2018-05-15 13F-HR Krilogy Financial LLC 171 0 -100.00 16 0 -100.00
2018-05-04 13F-HR Ariel Capital Advisors, LLC 19,758 15,296 -22.58 1,851 1,318 -28.80
2018-05-09 13F-HR Abbrea Capital, LLC 21,732 21,531 -0.92 2,036 1,855 -8.89
2018-05-15 13F-HR Graticule Asia Macro Advisors LLC Put 1,650,000 59,153
2018-05-16 13F-HR Altavista Wealth Management, Inc. 4,731 0 -100.00 443 0 -100.00
2018-05-15 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 117,179 116,197 -0.84 10,978 10,009 -8.83
2018-05-15 13F-HR LPL Financial LLC 78,898 75,879 -3.83 7,392 6,536 -11.58
2018-05-11 13F-HR SOUTH STATE Corp 4,099 3,859 -5.86 384 332 -13.54
2018-05-11 13F-HR TD Capital Management LLC 69,396 10,510 -84.86 6,502 905 -86.08
2018-05-09 13F-HR Cetera Investment Advisers 4,156 4,015 -3.39 388 348 -10.31
2018-05-14 13F-HR MONETARY MANAGEMENT GROUP INC 1,000 1,000 0.00 94 86 -8.51
2018-05-14 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 178,975 240,213 34.22 16,768 20,692 23.40
2018-05-08 13F-HR Gunma Bank,Ltd. 10,000 10,000 0.00 937 861 -8.11
2018-03-16 13F-HR Mcilrath & Eck, Llc 75 7
2018-04-30 13F-HR Highland Private Wealth Management 15,164 1,306
2018-04-12 13F-HR CITY HOLDING CO 1,050 1,050 0.00 98 90 -8.16
2018-05-08 13F-HR Motco 137 137 0.00 13 12 -7.69
2018-05-15 13F-HR Balentine LLC 3,761 3,761 0.00 352 324 -7.95
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 890,734 870,690 -2.25 83,453 75,002 -10.13
2018-05-11 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 59,222 59,312 0.15 5,420 5,095 -6.00
2018-05-09 13F-HR OPTIMUM INVESTMENT ADVISORS 0 1,260 0 109
2018-05-18 13F-HR WESBANCO BANK INC 10,612 914
2018-05-09 13F-HR Private Advisor Group, LLC 9,528 4,935 -48.21 876 425 -51.48
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 1,484,521 647,445 -56.39 139,086 55,771 -59.90
2018-05-10 13F-HR DUBUQUE BANK & TRUST CO 856 391 -54.32 80 34 -57.50
2018-01-31 13F-HR Resources Investment Advisors, Inc. 0 325 0 30
2018-02-14 13F-HR Acorn Wealth Advisors, Llc 101 9
2018-02-07 13F-HR OLD NATIONAL BANCORP /IN/ 2,920 0 -100.00 270 0 -100.00
2018-04-26 13F-HR DUNCKER STREETT & CO INC 350 350 0.00 33 30 -9.09
2018-03-14 13F-HR/A CREDIT SUISSE AG/ 53,679 0 -100.00 4,966 0 -100.00
2018-05-07 13F-HR GREAT LAKES ADVISORS, LLC 20,964 20,559 -1.93 1,964 1,771 -9.83
2018-01-16 13F-HR NEXT Financial Group, Inc 106 0 -100.00 10 0 -100.00
2018-05-04 13F-HR M&T BANK CORP 111,317 81,070 -27.17 10,430 6,983 -33.05
2018-05-07 13F-HR MUFG Americas Holdings Corp 10,384 6,581 -36.62 973 567 -41.73
2018-05-08 13F-HR SIGNATUREFD, LLC 0 537 0 46
2018-05-08 13F-HR Truepoint, Inc. 9,874 259 -97.38 925 3,012 225.62
2018-05-08 13F-HR Cranbrook Wealth Management, LLC 311 311 0.00 29 27 -6.90
2018-05-15 13F-HR IndexIQ Advisors LLC 9 0 -100.00 1 0 -100.00
2018-02-14 13F-HR MILLENNIUM MANAGEMENT LLC 2,945 0 -100.00 272 0 -100.00
2018-04-26 13F-HR SIMPLEX TRADING, LLC 0 449 0 38
2018-05-11 13F-HR Citizens Financial Group Inc/RI 804 804 0.00 75 69 -8.00
2018-05-11 13F-HR Well Done, LLC 152 13
2018-04-03 13F-HR Washington Trust Bank 148 0 -100.00 14 0 -100.00
2018-05-11 13F-HR M&R CAPITAL MANAGEMENT INC 300 300 0.00 28 25 -10.71
2018-05-11 13F-HR STIFEL FINANCIAL CORP 56,402 59,171 4.91 5,283 5,099 -3.48
2018-04-10 13F-HR Gradient Investments LLC 0 109 0 9
2018-05-09 13F-HR MV Capital Management, Inc. 12 12 0.00 1 1 0.00
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 7,500 0 -100.00 703 0 -100.00
2018-02-09 13F-HR SMITH, MOORE & CO. 55,844 57,883 3.65 5,166 5,423 4.97
2018-04-12 13F-HR Signature Wealth Management Group 55 55 0.00 5 5 0.00
2018-05-14 13F-HR RAYMOND JAMES & ASSOCIATES 64,167 11,146 -82.63 6,012 960 -84.03
2018-04-27 13F-HR COURIER CAPITAL CORP 2,516 0 -100.00 236 0 -100.00
2018-04-24 13F-HR McAdam, LLC 221 19
2018-04-27 13F-HR Gibson Capital, LLC 9,449 9,449 0.00 884 813 -8.03
2018-04-13 13F-HR NORTHWEST INVESTMENT COUNSELORS, LLC 2,610 0 -100.00 245 0 -100.00
2018-05-08 13F-HR Lattice Strategies LLC 6,360 5,990 -5.82 596 516 -13.42
2018-05-15 13F-HR Walleye Trading LLC 3,105 0 -100.00 291 0 -100.00
2018-03-01 13F-HR/A MASSMUTUAL TRUST CO FSB/ADV 0 100 0 9,369
2018-04-12 13F-HR Valeo Financial Advisors, Llc 93 93 0.00 9 8 -11.11
2018-04-09 13F-HR Trust Co 505 505 0.00 47 44 -6.38
2018-01-16 13F-HR CWM, LLC 750 0 -100.00 69 0 -100.00
2018-05-15 13F-HR STATE STREET CORP 421,328 410,893 -2.48 39,471 35,395 -10.33
2018-02-16 13F-HR/A Farmers National Bank 82 8
2018-05-08 13F-HR Advisornet Financial, Inc 339 409 20.65 32 35 9.38
2018-04-24 13F-HR NewSquare Capital LLC 35 35 0.00 3 3 0.00
2018-02-12 13F-HR BROWN ADVISORY INC 66,245 55,964 -15.52 6,128 5,244 -14.43
2018-05-10 13F-HR FRANKLIN RESOURCES INC 197,930 115,870 -41.46 18,544 9,981 -46.18
2018-05-15 13F-HR WOLVERINE TRADING, LLC Put 0 3,100 0 267
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 33 297 800.00 3 26 766.67
2018-05-15 13F-HR Bank of New York Mellon Corp 31,498 30,943 -1.76 2,951 2,666 -9.66
2018-05-15 13F-HR Cabana Llc 2,567 1,772
2018-05-02 13F-HR Parkside Financial Bank & Trust 60 60 0.00 6 5 -16.67
2018-05-09 13F-HR CANANDAIGUA NATIONAL BANK & TRUST CO 4,384 4,384 0.00 411 378 -8.03
2018-04-18 13F-HR Armbruster Capital Management, Inc. 6,205 5,905 -4.83 581 509 -12.39
2018-05-08 13F-HR THOMPSON SIEGEL & WALMSLEY LLC 85 85 0.00 8 7 -12.50
2018-04-30 13F-HR Private Advisory Group LLC 0 15,164 0 1,306
2018-05-15 13F-HR FIFTH THIRD BANCORP 945 924 -2.22 89 80 -10.11
2018-04-30 13F-HR Moisand Fitzgerald Tamayo, LLC 6,366 6,517 2.37 596 561 -5.87
2018-05-11 13F-HR CONGRESS ASSET MANAGEMENT CO /MA 58,630 62,023 5.79 5,493 5,343 -2.73
2018-04-17 13F-HR Legacy Advisors, Llc 1,625 139
2018-04-05 13F-HR Pure Financial Advisors, Inc. 8,517 12,437 46.03 798 1,071 34.21
2018-05-17 13F-HR Atlantic Trust Group, LLC 40,789 40,663 -0.31 3,822 3,502 -8.37
2018-04-11 13F-HR LifePlan Financial Group, Inc 256 22
2018-05-09 13F-HR Cetera Advisor Networks LLC 6,156 6,503 5.64 578 560 -3.11
2018-05-03 13F-HR STEPHENS INC /AR/ 6,651 3,948 -40.64 623 340 -45.43
2018-02-09 13F-HR SUNTRUST BANKS INC 257,427 266,635 3.58 23,812 24,979 4.90
2018-04-23 13F-HR Capital Advisors, Ltd. LLC 941 941 0.00 88 81 -7.95
2018-05-07 13F-HR Johnson Financial Group, Inc. 393 393 0.00 37 34 -8.11
2018-04-12 13F-HR JAMES INVESTMENT RESEARCH INC 260 260 0.00 24 22 -8.33
2018-01-31 13F-HR Alliance Wealth Management Group 21,925 0 -100.00 2,014 0 -100.00
2018-05-14 13F-HR/A Empirical Financial Services, LLC 10,785 17,904 66.01 1,010 1,542 52.67
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 213,744 71,247 -66.67 20,026 6,132 -69.38
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 142,206 25,947 -81.75 13,323 2,278 -82.90
2018-05-08 13F-HR MARK SHEPTOFF FINANCIAL PLANNING, LLC 62 0 -100.00 6 0 -100.00
2018-05-15 13F-HR Tower Research Capital LLC (TRC) 23,604 79,554 237.04 2,211 6,853 209.95
2018-04-20 13F-HR LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 513 0 44
2018-05-11 13F-HR Private Ocean, LLC 4,533 4,540 0.15 425 391 -8.00
2018-05-10 13F-HR BESSEMER GROUP INC 240 1,200 400.00 22 103 368.18
2018-02-14 13F-HR MORGAN STANLEY 288,167 261,004 -9.43 26,658 24,453 -8.27
2018-01-31 13F-HR Front Row Advisors Llc 5,160 483
2018-05-14 13F-HR Perigon Wealth Management, LLC 397 210 -47.10 37 18 -51.35
2018-05-15 13F-HR HBK Sorce Advisory LLC 31,558 31,633 0.24 2,957 2,725 -7.85
2018-05-11 13F-HR Emerald Investment Partners, Llc 144 144 0.00 13 12 -7.69
2018-02-12 13F-HR COMMERCE BANK 2,310 0 -100.00 215 0 -100.00
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 14,813 9,072 -38.76 1,388 781 -43.73
2018-05-11 13F-HR Cutler Group LP Call 0 400 0 0
2018-05-11 13F-HR CITIGROUP INC 250 252 0.80 23 22 -4.35
2018-02-27 13F-HR Rikoon Group, LLC 0 2,202 0 206
2018-05-02 13F-HR SNS Financial Group, LLC 9,620 8,737 -9.18 901 753 -16.43
2018-02-09 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 201 201 0.00 18,595 18,832 1.27
2018-02-15 13F-HR GLENMEDE TRUST CO NA 1,557 1,557 0.00 144 145 0.69
2018-04-05 13F-HR RAYMOND JAMES TRUST N.A. 2,733 0 -100.00 256 0 -100.00
2018-02-09 13F-HR Hartland & Co., LLC 47,738 0 -100.00 4,416 0 -100.00
2018-05-14 13F-HR/A KEYBANK NATIONAL ASSOCIATION/OH 2,271 0 -100.00 212 0 -100.00
2018-05-11 13F-HR First Allied Advisory Services, Inc. 1,873 0 -100.00 173 0 -100.00
2018-02-06 13F-HR Landaas & Co /wi /adv 82 82 0.00 8 8 0.00
2018-04-25 13F-HR PICTET ASSET MANAGEMENT LTD 2,400 2,400 0.00 225 207 -8.00
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 48,070 46,424 -3.42 4,504 3,998 -11.23
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 24,002 18,218 -24.10 2,249 1,569 -30.24
2018-04-10 13F-HR ROCKLAND TRUST CO 4,870 6,500 33.47 456 560 22.81
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 62,055 78,371 26.29 5,814 6,751 16.12
2018-04-17 13F-HR Atlas Brown,Inc. 28,156 28,123 -0.12 2,553 2,422 -5.13
2018-04-06 13F-HR Eqis Capital Management, Inc. 20,167 0 -100.00 1,889 0 -100.00
2018-02-13 13F-HR Maryland Capital Management 20,892 20,007 -4.24 1,933 1,874 -3.05
2018-04-06 13F-HR Xr Securities Llc 9,648 16,034 66.19 904 1,381 52.77
2018-02-12 13F-HR HRT FINANCIAL LLC 2,312 0 -100.00 213 0 -100.00
2018-04-17 13F-HR FARMERS & MERCHANTS INVESTMENTS INC 620 620 0.00 58 53 -8.62
2018-04-06 13F-HR Carroll Financial Associates, Inc. 482 482 0.00 45 41 -8.89
2018-05-14 13F-HR Renaissance Technologies LLC 2,865 5,965 108.20 268 514 91.79
2018-05-15 13F-HR ALESCO ADVISORS LLC 90,676 77,106 -14.97 8,495 6,642 -21.81
2018-04-18 13F-HR Creative Planning 255,429 247,468 -3.12 23,931 21,317 -10.92
2018-04-26 13F-HR JFS WEALTH ADVISORS, LLC 4,682 4,692 0.21 439 404 -7.97
2018-04-16 13F-HR IFC Holdings Incorporated/FL 2,153 0 -100.00 203 0 -100.00
2018-05-14 13F-HR Evercore Wealth Management, LLC 1,087 0 -100.00 102 0 -100.00

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