SecurityRWR / SPDR DJ Wilshire REIT ETF (78464A607)
Institutional Owners220
Institutional Shares24,503,729
Institutional Value$ 2,696,112,000 USD

Institutional Stock Ownership and Shareholders

RWR / SPDR DJ Wilshire REIT ETF Institutional Ownership

SPDR DJ Wilshire REIT ETF (NYSE:RWR) has 220 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 24,503,729 shares. Largest shareholders include Tiaa, Fsb, Tiaa Cref Trust Co Fsb/mo, Wells Fargo & Company/mn, Northern Trust Corp, Pnc Financial Services Group, Inc., Charles Schwab Investment Advisory, Inc., Bank Of America Corp /de/, Independent Order of Foresters, Goldman Sachs Group Inc, and Northwestern Mutual Wealth Management Co.
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)
2018-08-13 13F-HR PICTET ASSET MANAGEMENT LTD 2,400 2,400 0.00 207 226 9.18
2018-08-10 13F-HR M&T BANK CORP 81,070 77,179 -4.80 6,983 7,252 3.85
2018-08-15 13F-HR/A B. Riley Financial, Inc. 4,316 4,251 -1.51 372 403 8.33
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 197,097 89,341 -54.67 16,978 8,394 -50.56
2018-07-31 13F-HR Front Row Advisors Llc 5,140 4,632 -9.88 443 431 -2.71
2018-08-14 13F-HR DIAM Co., Ltd. 5,060 5,060 0.00 436 475 8.94
2018-08-09 13F-HR THOMPSON SIEGEL & WALMSLEY LLC 85 85 0.00 7 8 14.29
2018-07-19 13F-HR Carroll Financial Associates, Inc. 482 482 0.00 41 45 9.76
2018-07-25 13F-HR BESSEMER GROUP INC 1,200 50 -95.83 103 5 -95.15
2018-07-17 13F-HR Gemmer Asset Management LLC 84 85 1.19 7 8 14.29
2018-08-09 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 59,312 58,850 -0.78 5,095 5,485 7.65
2018-08-14 13F-HR Balentine LLC 3,761 3,761 0.00 324 353 8.95
2018-08-08 13F-HR M&R CAPITAL MANAGEMENT INC 300 300 0.00 25 28 12.00
2018-07-25 13F-HR CONGRESS ASSET MANAGEMENT CO /MA 62,023 61,794 -0.37 5,343 5,806 8.67
2018-08-20 13F-HR CITY HOLDING CO 1,050 1,050 0.00 90 99 10.00
2018-07-20 13F-HR Rossmore Private Capital 3,590 3,590 0.00 309 337 9.06
2018-08-03 13F-HR Parkside Financial Bank & Trust 60 70 16.67 5 7 40.00
2018-08-02 13F-HR MOLLER FINANCIAL SERVICES 16,378 16,378 0.00 1,411 1,539 9.07
2018-07-24 13F-HR Gunma Bank,Ltd. 10,000 10,000 0.00 861 940 9.18
2017-08-04 13F-HR iAB Financial Bank 2,234 0 -100.00 206 0 -100.00
2018-07-30 13F-HR Parallel Advisors, LLC 41 22 -46.34 4 2 -50.00
2018-08-14 13F-HR BARCLAYS PLC 1 0 -100.00 0 0
2017-04-07 13F-HR CT Financial Advisors LLC 4,212 4,038 -4.13 393,211 372,605 -5.24
2018-08-08 13F-HR Private Ocean, LLC 4,540 4,551 0.24 391 428 9.46
2018-08-01 13F-HR ASSETMARK, INC 83,181 76,078 -8.54 7,165 7,148 -0.24
2018-07-27 13F-HR Advisory Services Network, LLC 185 185 0.00 16 17 6.25
2018-05-04 13F-HR Financial Gravity Companies, Inc. 165 0 -100.00 15 0 -100.00
2018-07-19 13F-HR JAMES INVESTMENT RESEARCH INC 260 260 0.00 22 24 9.09
2017-08-07 13F-HR ROBERTSON STEPHENS ADVISORS LLC 1,334 0 -100.00 231 0 -100.00
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 79,554 0 -100.00 6,853 0 -100.00
2018-07-20 13F-HR Creative Planning 247,468 252,764 2.14 21,317 23,750 11.41
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 39,805 0 -100.00 3,429 0 -100.00
2018-07-31 13F-HR Ariel Capital Advisors, LLC 15,296 14,931 -2.39 1,318 1,403 6.45
2018-08-09 13F-HR Private Advisor Group, LLC 4,935 7,896 60.00 425 736 73.18
2018-07-31 13F-HR Independent Order of Foresters 688,450 64,686
2017-05-03 13F-HR TIAA CREF TRUST CO FSB/MO 4,215,962 4,754,524 12.77 393,560 438,747 11.48
2018-07-10 13F-HR COBIZ INVESTMENT MANAGEMENT, LLC 3,469 3,283 -5.36 299 308 3.01
2018-08-08 13F-HR Financial Advocates Investment Management 8,681 8,756 0.86 748 822 9.89
2018-07-27 13F-HR Citizens Financial Group Inc/RI 804 804 0.00 69 76 10.14
2018-08-14 13F-HR Cetera Advisor Networks LLC 6,503 6,002 -7.70 560 565 0.89
2018-08-20 13F-HR MASSMUTUAL TRUST CO FSB/ADV 100 100 0.00 8,614 9,396 9.08
2018-08-07 13F-HR Oakworth Capital, Inc. 575 575 0.00 50 54 8.00
2018-08-06 13F-HR Mcilrath & Eck, Llc 75 75 0.00 6 7 16.67
2018-07-19 13F-HR Legacy Advisors, Llc 1,625 795 -51.08 139 75 -46.04
2018-07-26 13F-HR FIRST INTERSTATE BANK 600 600 0.00 52 56 7.69
2018-08-14 13F-HR Graticule Asia Macro Advisors LLC Put 1,650,000 0 -100.00 59,153 0 -100.00
2018-08-09 13F-HR/A Perigon Wealth Management, LLC 210 4,759 2,166.19 18 447 2,383.33
2018-07-23 13F-HR Kiley Juergens Wealth Management, Llc 9 0
2018-08-14 13F-HR Cetera Investment Advisers 4,015 4,016 0.02 348 379 8.91
2018-08-06 13F-HR HL FINANCIAL SERVICES LLC 10,444 9,200 -11.91 900 864 -4.00
2018-08-01 13F-HR SYNOVUS FINANCIAL CORP 138 138 0.00 12 13 8.33
2018-08-10 13F-HR Cutler Group LP Call 400 700 75.00 0 2
2018-07-19 13F-HR COURIER CAPITAL CORP 0 2,233 0 210
2018-07-23 13F-HR NewSquare Capital LLC 35 0 -100.00 3 0 -100.00
2018-08-08 13F-HR Motco 137 137 0.00 12 13 8.33
2018-07-18 13F-HR Bedel Financial Consulting, Inc. 85 8
2018-08-28 13F-HR Truvestments Capital Llc 2,717 255
2018-07-11 13F-HR BLB&B Advisors, LLC 17,708 13,422 -24.20 1,525 1,261 -17.31
2018-08-07 13F-HR SG Americas Securities, LLC 58,904 0 -100.00 5,074 0 -100.00
2018-08-15 13F-HR GLENMEDE TRUST CO NA 1,557 1,557 0.00 145 146 0.69
2018-08-13 13F-HR Financial Strategy Network, LLC 6,292 4,210 -33.09 542 396 -26.94
2018-08-13 13F-HR WOLVERINE TRADING, LLC Put 3,100 3,100 0.00 267 267 0.00
2017-08-15 13F-HR 1st Global Advisors, Inc. 0 2,872 0 267
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 130 130 0.00 11 12 9.09
2018-08-14 13F-HR Capital Directions Investment Advisors, LLC 14,290 0 -100.00 1,231 0 -100.00
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 46,461 47,724 2.72 4,320 4,415 2.20
2018-07-31 13F-HR EXENCIAL WEALTH ADVISORS, LLC 8,736 8,736 0.00 753 821 9.03
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 128 88 -31.25 11 8 -27.27
2018-07-13 13F-HR Creative Financial Designs Inc /adv 3,877 3,896 0.49 334 366 9.58
2018-08-31 13F-HR Chicago Partners Investment Group LLC 2,560 1,904 -25.62 221 179 -19.00
2018-07-19 13F-HR HUNTINGTON NATIONAL BANK 2,024 1,458 -27.96
2018-08-09 13F-HR Truepoint, Inc. 259 3,012 1,062.93 3,012 283 -90.60
2018-08-13 13F-HR Global Retirement Partners, Llc 2,892 578 -80.01 249 54 -78.31
2018-07-17 13F-HR Signature Wealth Management Group 55 55 0.00 5 5 0.00
2018-07-24 13F-HR Goldstein Munger & Associates 2,934 2,934 0.00 253 276 9.09
2018-07-20 13F-HR Capital Advisors, Ltd. LLC 941 941 0.00 81 88 8.64
2018-07-27 13F-HR CULLEN/FROST BANKERS, INC. 7,672 6,730 -12.28 661 632 -4.39
2018-08-14 13F-HR LPL Financial LLC 75,879 77,928 2.70 6,536 7,322 12.03
2018-07-26 13F-HR Lenox Wealth Management, Inc. 236 236 0.00 20 22 10.00
2018-04-24 13F-HR Rehmann Capital Advisory Group 75 6
2018-07-30 13F-HR Armbruster Capital Management, Inc. 5,905 3,750 -36.49 509 352 -30.84
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 10,900 15,700 44.04 939 1,475 57.08
2018-08-14 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 201 201 0.00 17,314 18,886 9.08
2018-08-08 13F-HR WESBANCO BANK INC 10,612 0 -100.00 914 0 -100.00
2018-08-10 13F-HR Tibra Equities Europe Ltd 110,370 10,370
2018-08-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 116,197 104,998 -9.64 10,009 9,866 -1.43
2018-08-08 13F-HR Emery Howard Portfolio Management, Inc. 5,564 5,615 0.92 479 528 10.23
2018-05-11 13F-HR SIMONBAKER & PARTNERS LLC 2,279 0 -100.00 213 0 -100.00
2018-07-11 13F-HR RAYMOND JAMES TRUST N.A. 0 3,568 0 335
2018-08-14 13F-HR Edge Advisors, Llc 0 430 0 40
2016-11-14 13F-HR Mizuho Asset Management Co.,Ltd. 1,365 1,690 23.81 136 165 21.32
2018-07-10 13F-HR Pure Financial Advisors, Inc. 12,437 11,827 -4.90 1,071 1,111 3.73
2018-08-13 13F-HR Baird Financial Group, Inc. 0 2,808 0 264
2018-08-01 13F-HR Kovack Advisors, Inc. 3,029 0 -100.00 261 0 -100.00
2018-07-26 13F-HR Advisornet Financial, Inc 409 409 0.00 35 38 8.57
2018-08-09 13F-HR BlackRock Inc. 117,913 191,831 62.69 10,157 18,024 77.45
2018-07-26 13F-HR Whitnell & Co. 301 301 0.00 26 28 7.69
2018-07-17 13F-HR DUBUQUE BANK & TRUST CO 391 384 -1.79 34 36 5.88
2018-07-24 13F-HR Janney Montgomery Scott LLC 4,788 4,788 0.00 412 450 9.22
2018-08-14 13F-HR SIGNATUREFD, LLC 537 537 0.00 46 50 8.70
2018-08-14 13F-HR Lee Financial CORP 28,925 22,469 -22.32 2,492 2,111 -15.29
2018-08-14 13F-HR Centaurus Financial, Inc. 97 9
2018-08-07 13F-HR Landaas & Co /wi /adv 0 82 0 8
2018-07-26 13F-HR Palisade Asset Management, LLC 3,077 3,077 0.00 265 289 9.06
2018-07-25 13F-HR LifePlan Financial Group, Inc 256 268 4.69 22 25 13.64
2018-02-15 13F-HR Bb&t Investment Services, Inc. 62 62 0.00 6 6 0.00
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 71,247 105,465 48.03 6,132 9,999 63.06
2018-08-14 13F-HR Resources Investment Advisors, Inc. 325 325 0.00 28 31 10.71
2018-08-14 13F-HR Slow Capital, Inc. 5,951 8,240 38.46 513 774 50.88
2018-08-13 13F-HR GREAT LAKES ADVISORS, LLC 20,559 20,190 -1.79 1,771 1,897 7.11
2018-08-03 13F-HR CANANDAIGUA NATIONAL BANK & TRUST CO 4,384 0 -100.00 378 0 -100.00
2018-08-06 13F-HR CAPITAL ADVISORS INC/OK 0 138,236 0 12,989
2018-08-14 13F-HR FIFTH THIRD BANCORP 924 3,886 320.56 80 365 356.25
2018-08-09 13F-HR Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors 22 2
2018-08-13 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 741 489 -34.01 64 46 -28.12
2018-08-27 13F-HR Farmers National Bank 82 0 -100.00 7 0 -100.00
2016-11-14 13F-HR EDMOND DE ROTHSCHILD (SUISSE) S.A. 1,848 1,440 -22.08 184 140 -23.91
2018-08-15 13F-HR Peloton Wealth Strategists 6,840 7,278 6.40 589 684 16.13
2018-08-14 13F-HR Fortis Advisors, LLC 800 807 0.88 69 76 10.14
2017-04-24 13F-HR Parasol Investment Management, LLC 100 0 -100.00 9 0 -100.00
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 25,947 130,637 403.48 2,278 12,276 438.89
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 858,421 813,017 -5.29 73,945 76,391 3.31
2018-08-09 13F-HR Charles Schwab Investment Advisory, Inc. 832,140 826,340 -0.70 71,681 77,643 8.32
2018-08-01 13F-HR Montecito Bank & Trust 6,049 6,138 1.47 521 577 10.75
2018-07-10 13F-HR Gibson Capital, LLC 9,449 9,449 0.00 813 886 8.98
2018-07-11 13F-HR Atlas Brown,Inc. 28,123 28,111 -0.04 2,422 2,665 10.03
2018-08-16 13F-HR Global X Management CO LLC 0 9,073 0 852
2018-08-14 13F-HR Jacobi Capital Management LLC 75 75 0.00 6 7 16.67
2018-08-15 13F-HR Lake Street Advisors Group, Llc 6,571 6,632 0.93 566 623 10.07
2018-08-07 13F-HR ASPIRIANT, LLC 0 4,700 0 442
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 57 18 -68.42 5 2 -60.00
2018-08-14 13F-HR MORGAN STANLEY 290,922 273,313 -6.05 25,060 25,680 2.47
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 870,690 881,871 1.28 75,002 82,860 10.48
2018-08-14 13F-HR STIFEL FINANCIAL CORP 59,171 59,024 -0.25 5,099 5,553 8.90
2018-08-14 13F-HR SNS Financial Group, LLC 8,737 8,646 -1.04 753 812 7.84
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 9,072 7,141 -21.29 781 671 -14.08
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-07-23 13F-HR FARMERS & MERCHANTS INVESTMENTS INC 620 620 0.00 53 58 9.43
2018-07-11 13F-HR Gierl Augustine Investment Management Inc 56 56 0.00 5 5 0.00
2018-07-26 13F-HR Stratford Consulting, LLC 72,854 72,554 -0.41 6,276 6,817 8.62
2018-08-03 13F-HR FineMark National Bank & Trust 0 3,560 0 334
2018-08-10 13F-HR EATON VANCE MANAGEMENT 6,312 6,312 0.00 544 593 9.01
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 2,978,097 2,880,221 -3.29 256,534 270,625 5.49
2018-07-27 13F-HR ENTERPRISE FINANCIAL SERVICES CORP 64 64 0.00 6 6 0.00
2018-08-22 13F-HR McAdam, LLC 221 221 0.00 19 21 10.53
2018-08-07 13F-HR Valmark Advisers, Inc. 22,434 21,626 -3.60 1,932 2,032 5.18
2018-08-10 13F-HR HBK Sorce Advisory LLC 31,633 30,692 -2.97 2,725 2,884 5.83
2018-08-02 13F-HR 3D ASSET MANAGEMENT, INC 2,731 2,438 -10.73 235 229 -2.55
2018-08-10 13F-HR MUFG Americas Holdings Corp 6,581 6,581 0.00 567 618 8.99
2017-08-18 13F-HR WFG Advisors, LP 245 302 23.27 23 28 21.74
2018-08-13 13F-HR Wealthcare Advisory Partners LLC 7,514 7,259 -3.39 647 682 5.41
2018-08-10 13F-HR STEPHENS INC /AR/ 3,948 3,798 -3.80 340 357 5.00
2018-08-17 13F-HR Trilogy Capital Inc. 137 13
2018-08-13 13F-HR NORTHERN OAK WEALTH MANAGEMENT INC 98 0 -100.00 8 0 -100.00
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 18,218 18,218 0.00 1,569 1,569 0.00
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 46,424 46,473 0.11 3,998 4,367 9.23
2018-08-13 13F-HR Dorsey & Whitney Trust CO LLC 3,253 3,253 0.00 280 306 9.29
2018-08-14 13F-HR FRANKLIN RESOURCES INC 115,870 115,870 0.00 9,981 10,887 9.08
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 48,492 49,522 2.12 4,178 4,653 11.37
2018-08-07 13F-HR Lattice Strategies LLC 5,990 5,760 -3.84 516 541 4.84
2018-07-18 13F-HR FOUNDERS FINANCIAL SECURITIES LLC 7,013 659
2018-07-30 13F-HR Atlas Capital Advisors Llc 880 0 -100.00 75,803 0 -100.00
2018-08-13 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 0 5,259 0 494
2018-08-02 13F-HR Atlantic Trust Group, LLC 40,663 36,660 -9.84 3,502 3,445 -1.63
2018-08-07 13F-HR Ullmann Financial Group, Inc. 23,558 23,952 1.67 2,002 2,250 12.39
2018-08-14 13F-HR Mariner Wealth Advisors, LLC 3,371 4,630 37.35 290 435 50.00
2018-05-09 13F-HR OPTIMUM INVESTMENT ADVISORS 0 1,260 0 109
2018-08-14 13F-HR Rikoon Group, LLC 0 2,202 0 207
2018-08-15 13F-HR JANE STREET GROUP, LLC 34,157 13,218 -61.30 2,942 1,242 -57.78
2018-08-02 13F-HR Endurance Wealth Management, Inc. 11 11 0.00 1 1 0.00
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 11,146 11,245 0.89 960 1,057 10.10
2018-07-10 13F-HR Trust Co 505 505 0.00 44 47 6.82
2018-08-02 13F-HR Adviser Investments LLC 75 7
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 647,445 586,041 -9.48 55,771 55,064 -1.27
2018-08-03 13F-HR Seacrest Wealth Management, Llc 14 14 0.00 1 1 0.00
2018-08-10 13F-HR Summit Trail Advisors, Llc 105 10
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 240,213 322,511 34.26 20,692 30,304 46.45
2018-08-08 13F-HR Hanson McClain, Inc. 53 53 0.00 5 5 0.00
2018-08-03 13F-HR SOUTH STATE Corp 3,859 3,784 -1.94 332 355 6.93
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 299 28
2018-05-11 13F-HR CITIGROUP INC 250 252 0.80 23 22 -4.35
2018-08-13 13F-HR BLAIR WILLIAM & CO/IL 0 119 0 11
2018-08-08 13F-HR US BANCORP \DE\ 14,434 31,579 118.78 1,243 2,967 138.70
2018-08-10 13F-HR CITIGROUP INC 252 880 249.21 22 83 277.27
2017-02-10 13F-HR BlackRock Institutional Trust Company, N.A. 19,525 19,525 0.00 1,901 1,823 -4.10
2018-08-03 13F-HR SEI INVESTMENTS CO 161 166 3.11 14 16 14.29
2018-08-09 13F-HR Gradient Investments LLC 109 0 -100.00 9 0 -100.00
2018-08-10 13F-HR BROWN ADVISORY INC 21,353 64,576 202.42 1,839 6,068 229.96
2018-08-03 13F-HR Well Done, LLC 152 0 -100.00 13 0 -100.00
2018-08-13 13F-HR Empirical Financial Services, LLC 17,904 16,894 -5.64 1,542 1,587 2.92
2018-08-14 13F-HR Patriot Financial Group Insurance Agency, LLC 221 223 0.90 19 21 10.53
2018-07-06 13F-HR ROCKLAND TRUST CO 6,500 0 -100.00 560 0 -100.00
2018-08-15 13F-HR Pin Oak Investment Advisors Inc 2,928 2,928 0.00 252 275 9.13
2018-08-13 13F-HR BB&T SECURITIES, LLC 5,336 4,556 -14.62 459 428 -6.75
2018-08-13 13F-HR Maryland Capital Management 19,807 19,782 -0.13 1,706 1,859 8.97
2018-08-02 13F-HR Emerald Investment Partners, Llc 144 144 0.00 12 14 16.67
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 297 0 -100.00 26 0 -100.00
2018-08-08 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 684 690 0.88 59 65 10.17
2017-01-13 13F-HR MetLife Securities, Inc 74,107 75,626 2.05 7,216 7,059 -2.18
2018-07-23 13F-HR DUNCKER STREETT & CO INC 350 350 0.00 30 33 10.00
2018-08-14 13F-HR UBS Group AG 47,647 133,775 180.76 4,105 12,570 206.21
2018-08-14 13F-HR SUNTRUST BANKS INC 267,347 274,832 2.80 23,028 25,821 12.13
2018-08-07 13F-HR TD Capital Management LLC 10,510 7,315 -30.40 905 687 -24.09
2018-07-06 13F-HR Xr Securities Llc 16,034 0 -100.00 1,381 0 -100.00
2018-08-07 13F-HR Highland Private Wealth Management 15,164 0 -100.00 1,306 0 -100.00
2018-08-10 13F-HR Cutler Group LP Put 300 300 0.00 3 0 -100.00
2018-08-13 13F-HR Veritable, L.P. 26,822 27,156 1.25 2,310 2,552 10.48
2018-08-07 13F-HR LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 513 0 -100.00 44 0 -100.00
2018-08-08 13F-HR Manchester Capital Management LLC 15,127 15,086 -0.27 1,303 1,417 8.75
2018-07-26 13F-HR Moloney Securities Asset Management, LLC 3,873 3,873 0.00 334 364 8.98
2018-07-25 13F-HR Transamerica Financial Advisors, Inc. 0 7,254 0 682
2018-08-14 13F-HR HighTower Advisors, LLC 26,958 25,601 -5.03 2,318 2,405 3.75
2018-08-13 13F-HR Certified Advisory Corp 68 68 0.00 5 6 20.00
2018-07-30 13F-HR Ballew Advisors, Inc 110 10
2018-07-13 13F-HR BANK OF MONTREAL /CAN/ 122,523 114,100 -6.87 10,554 10,721 1.58
2018-04-16 13F-HR IFC Holdings Incorporated/FL 2,153 0 -100.00 203 0 -100.00
2018-07-16 13F-HR Beacon Capital Management, Inc. 674 674 0.00 58 63 8.62
2018-07-30 13F-HR/A Virtu Financial LLC 5,174 0 -100.00 446 0 -100.00
2018-08-13 13F-HR Renaissance Technologies LLC 5,965 5,965 0.00 514 514 0.00
2018-08-08 13F-HR Moisand Fitzgerald Tamayo, LLC 6,517 6,371 -2.24 561 599 6.77
2018-08-13 13F-HR IHT Wealth Management, LLC 117 0 -100.00 10 0 -100.00
2018-07-25 13F-HR Strategic Financial Group, LLC 20,231 18,280 -9.64 1,743 1,718 -1.43
2018-08-14 13F-HR JP Morgan Chase & Co 213,364 216,113 1.29 18,379 20,306 10.48
2018-08-14 13F-HR ALESCO ADVISORS LLC 77,106 75,128 -2.57 6,642 7,059 6.28
2018-07-12 13F-HR Pfs Investments Inc. 54,738 5,190
2018-08-08 13F-HR Abbrea Capital, LLC 21,531 20,489 -4.84 1,855 1,925 3.77
2018-08-14 13F-HR STATE STREET CORP 410,893 303,248 -26.20 35,395 28,498 -19.49
2018-08-15 13F-HR/A MONETA GROUP INVESTMENT ADVISORS LLC 36,760 1,488 -95.95 74 140 89.19
2018-08-02 13F-HR Sigma Planning Corp 6,596 6,667 1.08 568 626 10.21
2018-09-18 13F-HR/A NORTHERN TRUST CORP 2,981,626 2,817,457 -5.51 256,837 264,729 3.07
2018-08-07 13F-HR IFP Advisors, Inc 336 659 96.13 29 62 113.79
2018-07-13 13F-HR Legacy Private Trust Co. 6,768 0 -100.00 583 0 -100.00
2018-08-07 13F-HR Hartland & Co., LLC 3,090 0 -100.00 266 0 -100.00
2018-07-24 13F-HR Douglass Winthrop Advisors, LLC 2,745 258
2018-08-14 13F-HR ROYAL BANK OF CANADA 78,371 52,619 -32.86 6,751 4,944 -26.77
2018-08-10 13F-HR Acorn Wealth Advisors, Llc 101 0 -100.00 9 0 -100.00
2018-08-10 13F-HR Cranbrook Wealth Management, LLC 311 311 0.00 27 29 7.41
2018-07-26 13F-HR REGIONS FINANCIAL CORP 1,594 1,591 -0.19 137 149 8.76
2018-07-11 13F-HR Kohmann Bosshard Financial Services, LLC 7,436 7,311 -1.68 641 687 7.18
2018-08-13 13F-HR BOKF, NA 3,251 2,691 -17.23 280 253 -9.64
2018-08-13 13F-HR Advisor Group, Inc. 4,696 6,829 45.42 405 642 58.52
2018-08-14 13F-HR Valeo Financial Advisors, Llc 93 116 24.73 8 11 37.50
2018-08-14 13F-HR SMITH, MOORE & CO. 56,152 62,745 11.74 4,837 5,896 21.89
2018-08-13 13F-HR MONETARY MANAGEMENT GROUP INC 1,000 1,000 0.00 86 94 9.30
2018-08-06 13F-HR Private Advisory Group LLC 15,164 14,682 -3.18 1,306 1,380 5.67
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,608 0 -100.00 3,929 0 -100.00
2018-08-03 13F-HR Global Financial Private Capital, LLC 15,862 16,870 6.35 1,366 1,585 16.03
2018-07-30 13F-HR SIMPLEX TRADING, LLC 449 422 -6.01 38 39 2.63
2018-08-13 13F-HR Horizon Investments, LLC 26,490 2,489
2018-07-20 13F-HR Tiaa, Fsb 5,587,197 5,446,260 -2.52 481,281 511,731 6.33
2018-07-25 13F-HR JFS WEALTH ADVISORS, LLC 4,692 4,707 0.32 404 442 9.41
2018-08-14 13F-HR/A MV Capital Management, Inc. 12 12 0.00 1 1 0.00
2018-08-13 13F-HR Simmons Bank 2,329 219
2018-08-07 13F-HR Johnson Financial Group, Inc. 393 393 0.00 34 37 8.82

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