First Tr Nasdaq100 Tech Inde

Pages

First Tr Nasdaq100 Tech Inde

$QTEC

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
3068427820
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Gradient Investments Llc12-31-2020Shs36Maintained0.000.004,000.000.00111.11Form 13
Old Port Advisors12-31-2020Shs3,157Decreased-0.880.19431,000.0015.55136.52Form 13
Rvw Wealth, Llc12-31-2020Shs164,219Increased2.163.4423,000,000.0022.06140.06Form 13
Huntington National Bank12-31-2020Exchange Traded0Liquidated!-100.000.000.000.000.00Form 13
Baldwin Brothers Inc/ma12-31-2020Shs500Maintained0.000.0169,000.0016.95138.00Form 13
Total Investment Management Inc12-31-2020Shs370,747Increased1.059.9351,189,000.0020.21138.07Form 13
Hbw Advisory Services Llc12-31-2020Shs25,546Increased4.771.073,527,000.0023.41138.06Form 13
Churchill Management Corp12-31-2020Com170,518Decreased-10.110.4023,543,000.005.88138.07Form 13
Brookstone Capital Management12-31-2020Shs1,737Decreased-0.400.01240,000.0017.65138.17Form 13
Sowell Financial Services Llc12-31-2020Etf4,877Increased37415.380.03673,000.0033,550.00137.99Form 13
Santori & Peters, Inc.12-31-2020Shs12,242Increased0.600.981,738,000.0021.88141.97Form 13
Global Retirement Partners, Llc12-31-2020Shs10,604Decreased-15.630.181,464,000.00-0.61138.06Form 13
Coastal Investment Advisors, Inc.12-31-2020Shs5,082Increased2.010.20702,000.0020.21138.13Form 13
Davenport & Co Llc12-31-2020Etf5,980Decreased-1.320.01826,000.0016.34138.13Form 13
Bogart Wealth, Llc12-31-2020Etf399Increased2.840.0155,000.0022.22137.84Form 13
Kovack Advisors, Inc.12-31-2020Etf6,430Decreased-27.480.13888,000.00-8.17138.10Form 13
Larson Financial Group Llc12-31-2020Shs58Maintained0.000.008,000.0014.29137.93Form 13
Endurance Wealth Management, Inc.12-31-2020Etf600Maintained0.000.0183,000.0018.57138.33Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf1,306Decreased-1.060.05180,000.0016.13137.83Form 13
Leelyn Smith, Llc12-31-2020Etf53Maintained0.000.007,000.0016.67132.08Form 13
Dfpg Investments, Llc12-31-2020Shs2,720Maintained0.000.18386,000.0018.40141.91Form 13
Minichmacgregor Wealth Management, Llc12-31-2020Shs72,624Increased16.754.0910,027,000.0037.53138.07Form 13
Welch & Forbes Llc12-31-2020Shs2,493Maintained0.000.01344,000.0017.81137.99Form 13
Concentrum Wealth Management12-31-2020Shs40,784Increased24.914.455,631,000.0047.14138.07Form 13
Atticus Wealth Management, Llc12-31-2020Shs384Maintained0.000.0353,000.0017.78138.02Form 13
Total Clarity Wealth Management, Inc.12-31-2020Shs4,377Increased1.020.42604,000.0018.90137.99Form 13
Kestra Advisory Services, Llc12-31-2020Shs112,584Increased16.500.1815,548,000,000.0035.77138,101.33Form 13
Optimum Investment Advisors12-31-2020Shs920Decreased-18.220.04127,000.00-3.79138.04Form 13
Cutler Group Lp12-31-2020Shs900Decreased-55.000.0097,000.00546.67142.14Form 13
Kestra Private Wealth Services, Llc12-31-2020Shs15,348New!0.000.162,120,000,000.000.00138,128.75Form 13
Avantax Advisory Services, Inc.12-31-2020Shs12,421New!0.000.041,719,000.000.00138.39Form 13
Cypress Wealth Services, Llc12-31-2020Shs3,361Decreased-52.790.10464,000.00-44.36138.05Form 13
We Are One Seven, Llc12-31-2020Shs10,963Decreased-3.360.311,514,000.0013.83138.10Form 13
Centerpoint Advisors, Llc12-31-2020Shs115Maintained0.000.0116,000.0023.08139.13Form 13
Acorn Financial Advisory Services Inc /adv12-31-2020Shs2,465Increased7.550.13340,000.0026.39137.93Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End162,365Decreased-2.490.1122,418,000.0014.86138.07Form 13
Ifp Advisors, Inc12-31-2020Stock10,422Increased600.870.061,441,000.00723.43138.27Form 13
Ayalon Holdings Ltd.12-31-2020Etp24,632Increased4.651.543,401,000.0021.99138.07Form 13
Peterson Wealth Advisors, Llc12-31-2020Shs4,194Decreased-0.290.25579,000.0017.44138.05Form 13
Milestone Advisory Partners12-31-2020Shs5,035Maintained0.000.40695,000.0017.80138.03Form 13
Security National Trust Co12-31-2020Ndeshs234Maintained0.000.0132,000.0018.52136.75Form 13
Northwest Investment Counselors, Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Allworth Financial Lp12-31-2020Shs230Maintained0.000.0032,000.0018.52139.13Form 13
Pfg Advisors12-31-2020Shs2,177Decreased-2.030.05301,000.0013.16138.26Form 13
Diversified, Llc12-31-2020Shs9,108New!0.000.911,068,000.000.00117.26Form 13
Cwm, Llc12-31-2020Shs143,054Decreased-16.790.1919,752,000.00-1.98138.07Form 13
Chicago Partners Investment Group Llc12-31-2020Shs2,450Maintained0.000.03357,000.0023.10145.71Form 13
Gwm Advisors Llc12-31-2020Sh80,289Decreased-6.710.3611,086,000.001.87138.08Form 13
Cardan Capital Partners, Llc12-31-2020Shs27,027Increased5.020.463,732,000.0023.70138.08Form 13
Sanctuary Wealth Management, L.l.c.12-31-2020Shs23,692New!0.003.973,271,000.000.00138.06Form 13
Abundance Wealth Counselors12-31-2020Shs3,207Decreased-1.690.11443,000.0015.97138.14Form 13
Stonebridge Financial Planning Group, Llc12-31-2020Common Stock12,325Decreased-3.031.081,702,000.0021.83138.09Form 13
Mtm Investment Management, Llc12-31-2020Shs17,883New!0.001.532,469,000.000.00138.06Form 13
Accel Wealth Management12-31-2020Shs Etf8,164New!0.001.051,127,000.000.00138.05Form 13
Asset Dedication, Llc12-31-2020Etf6,453Decreased-4.160.18890,000.0012.52137.92Form 13
Whittier Trust Co Of Nevada Inc12-31-2020Us Large-cap Equities1,000Maintained0.000.01138,000.0017.95138.00Form 13
Spc Financial, Inc.12-31-2020Shs24,785Increased0.490.483,422,000.0018.37138.07Form 13
First Heartland Consultants, Inc.12-31-2020Shs5,327Increased2.230.12735,000.0020.29137.98Form 13
Creative Planning12-31-2020Shs5,052Increased24.160.00698,000.0046.33138.16Form 13
Stratos Wealth Partners, Ltd.12-31-2020Shs17,068Decreased-3.480.072,357,000.0013.70138.09Form 13
Cornerstone Wealth Management, Llc12-31-2020Shs5,160Increased11.710.09712,000.0031.61137.98Form 13
Summit X, Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Stratos Wealth Advisors, Llc12-31-2020Shs13,373Decreased-13.260.251,847,000.002.21138.11Form 13
Castle Rock Wealth Management, Llc12-31-2020Shs9,269Increased130.570.561,349,000.00174.19145.54Form 13
Atlas Private Wealth Advisors12-31-2020Mf Closed And Mf Open43Increased207.140.006,000.00200.00139.53Form 13
Central Trust Co12-31-2020Mutual Funds -182Maintained0.001.0225,000.0019.05137.36Form 13
Alphamark Advisors, Llc12-31-2020Etf1,390Decreased-39.309.99192,000.00-28.36138.13Form 13
Ausdal Financial Partners, Inc.12-31-2020Shs18,609Decreased-0.970.502,569,000.0016.61138.05Form 13
Ae Wealth Management Llc12-31-2020Shs4,949Increased25.260.01683,000.0047.52138.01Form 13
Clear Perspectives Financial Planning, Llc12-31-2020Shs Etf2,645New!0.000.23365,000.000.00138.00Form 13
Morris Retirement Advisors, Llc12-31-2020Shs15,528New!0.002.112,144,000.000.00138.07Form 13
First Trust Advisors Lp12-31-2020Shs3,828,700Decreased-3.250.70528,629,000.0013.96138.07Form 13
Meitav Dash Investments Ltd12-31-2020Shs299,679Decreased-11.001.6241,371,000.004.81138.05Form 13
Envestnet Asset Management Inc12-31-2020Shs218,688Increased17.230.0230,194,000.0038.09138.07Form 13
Sfmg, Llc12-31-2020Shs25,825Decreased-0.540.453,566,000.0017.15138.08Form 13
Rfg Advisory, Llc12-31-2020Shs37,817Increased2.900.705,369,000.0024.63141.97Form 13
Moisand Fitzgerald Tamayo, Llc12-31-2020Shs62New!0.000.009,000.000.00145.16Form 13
Parallel Advisors, Llc12-31-2020Etf6,603Decreased-1.360.05912,000.0016.18138.12Form 13
O'dell Group, Llc12-31-2020Shs81,627Increased4.394.3911,270,000.0022.95138.07Form 13
Wealth Enhancement & Preservation Of Ga, Llc12-31-2020Shs52,662Decreased-5.386.287,271,000.0010.99138.07Form 13
Tfg Advisers Llc12-31-2020Shs9,094Increased1.030.661,255,000.0027.93138.00Form 13
Royal Fund Management, Llc12-31-2020Shs44,044Increased3.131.296,081,000.0021.50138.07Form 13
Addison Advisors Llc12-31-2020Shs168New!0.000.0223,000.000.00136.90Form 13
Triagen Wealth Management Llc12-31-2020Shs11,589New!0.000.941,600,000.000.00138.06Form 13
Trust Co Of Vermont12-31-2020Com190Maintained0.000.0026,000.0018.18136.84Form 13
Focused Wealth Management, Inc12-31-2020Shs751Maintained0.000.02104,000.0018.18138.48Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Shs1,801Increased341.420.05249,000.00418.75138.26Form 13
Kesler, Norman & Wride, Llc12-31-2020Shs8,038New!0.000.311,110,000.000.00138.09Form 13
Db Wealth Management Group, Llc12-31-2020Etf4,530New!0.000.46626,000.000.00138.19Form 13
Bank Hapoalim Bm12-31-2020Shs8,483Decreased-5.570.161,171,000.0011.21138.04Form 13
Stonex Group Inc.12-31-2020Shs7,480Increased26.030.001,033,000.0048.42138.10Form 13
Atwood & Palmer Inc12-31-2020Com17,895Decreased-2.670.272,471,000.0014.66138.08Form 13
Advisornet Financial, Inc12-31-2020Etf620Maintained0.000.0186,000.0017.81138.71Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020100 Tech Ind Shs72,378Decreased-0.549.999,993,000.0017.15138.07Form 13
National Asset Management, Inc.12-31-2020Shs11,485Decreased-4.000.081,586,000.0013.04138.09Form 13
Harbor Investment Advisory, Llc12-31-2020Etf1,550Maintained0.000.03214,000.0017.58138.06Form 13
Newsquare Capital Llc12-31-2020Etf153,576Decreased-11.762.9721,204,000.003.93138.07Form 13
Trustcore Financial Services, Llc12-31-2020Shs513Maintained0.000.0171,000.0026.79138.40Form 13
Portfolio Strategies, Inc.12-31-2020Shs37,961Decreased-3.661.035,241,000.0021.94138.06Form 13
Lloyd Advisory Services, Llc.12-31-2020Shs31Increased3.330.004,000.000.00129.03Form 13
Orion Portfolio Solutions, Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Us Bancorp \de\12-31-2020Other19,913Increased3.430.012,749,000.0021.85138.05Form 13
Ferguson Wellman Capital Management, Inc12-31-2020Com1,493New!0.000.01206,000.000.00137.98Form 13
Next Financial Group, Inc12-31-2020Shs6,856Decreased-66.000.09947,000.00-59.94138.13Form 13
Private Advisory Group Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Claraphi Advisory Network, Llc12-31-2020Shs4,533Increased4.450.17626,000.0032.35138.10Form 13
Capital Wealth Alliance, Llc12-31-2020Shs7,741Increased4.610.831,134,000.0040.52146.49Form 13
Rwm Asset Management, Llc12-31-2020Shs2,474New!0.000.07342,000.000.00138.24Form 13
Navellier & Associates Inc12-31-2020Com45,445Decreased-16.301.146,275,000.00-1.41138.08Form 13
Thompson Siegel & Walmsley Llc12-31-2020Com171Maintained0.000.0024,000.0020.00140.35Form 13
Jacobi Capital Management Llc12-31-2020Shs7,642Decreased-3.720.171,055,000.0013.44138.05Form 13
Resources Investment Advisors, Llc.12-31-2020Shs55,853Decreased-3.169.997,712,000.0014.07138.08Form 13
Flagship Harbor Advisors, Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Ifg Advisory, Llc12-31-2020Mf Closed And Mf Open36,764Decreased-2.640.705,076,000.0023.26138.07Form 13
Secure Asset Management, Llc12-31-2020Shs34,436Decreased-1.952.804,755,000.0015.50138.08Form 13
Fmr Llc12-31-2020Shs2,081Increased77.110.00287,000.00124.22137.91Form 13
Cullen/frost Bankers, Inc.12-31-2020Domestic Sector Fund-etf410Maintained0.000.0057,000.0018.75139.02Form 13
Wintrust Investments Llc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Commerce Bank12-31-2020Shs2,389Decreased-5.910.00330,000.0010.74138.13Form 13
Founders Financial Securities Llc12-31-2020Shs3,815Decreased-6.080.13527,000.0010.71138.14Form 13
Plante Moran Financial Advisors, Llc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Sigma Planning Corp12-31-2020Shs11,567Increased90.030.051,597,000.00123.67138.07Form 13
Sawtooth Solutions, Llc12-31-2020Shs4,526Increased21.340.01625,000.0043.02138.09Form 13
Advisory Services Network, Llc12-31-2020Etf58,999Decreased-1.210.338,146,000.0016.37138.07Form 13
Sunbelt Securities, Inc.12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Arkadios Wealth Advisors12-31-2020Etf16,309Increased0.510.472,251,000.00-99.88138.02Form 13
Amj Financial Wealth Management12-31-2020Etf1,894Decreased-2.720.13262,000.0014.91138.33Form 13
Wells Fargo & Company/mn12-31-2020Shs1,299,433Decreased-1.140.04179,412,000.0016.45414.19Form 13
Comerica Securities,inc.12-31-2020Shs3,904Decreased-2.570.04539,000.0014.68138.06Form 13
Blair William & Co/il12-31-2020Shs5,986Maintained0.000.00826,000.0026.49137.99Form 13
D.a. Davidson & Co.12-31-2020Shs29,973Increased1.330.064,138,000.0019.35138.06Form 13
Texas Yale Capital Corp.12-31-2020Shs24,583Maintained0.000.233,394,000.0017.77138.06Form 13
Hightower Advisors, Llc12-31-2020Shs25,823Increased4.050.013,565,000.0022.72138.06Form 13
Boston Private Wealth Llc12-31-2020Etf2,000Maintained0.000.00276,000.0017.95138.00Form 13
Advisor Group Holdings, Inc.12-31-2020Shs379,825Increased8.490.1452,461,000.0027.991,382.74Form 13
Quad-cities Investment Group, Llc12-31-2020Shs6,332Decreased-0.350.72874,000.0017.32138.03Form 13
Tfc Financial Management12-31-2020Shs74Maintained0.000.0010,000.0011.11135.14Form 13
Fwl Investment Management, Llc12-31-2020Shs9,764Maintained0.001.031,348,000.000.00138.06Form 13
Bank Of America Corp /de/12-31-2020Shs573,892Increased3.570.0179,237,000.0031.09276.14Form 13
Oppenheimer Asset Management Inc.12-31-2020Shs3,738Decreased-1.970.01516,000.0015.44138.04Form 13
Signaturefd, Llc12-31-2020Shs952Maintained0.000.01131,000.0016.96137.61Form 13
Columbia Asset Management12-31-2020Shs5,354Maintained0.000.15739,000.0017.68138.03Form 13
Rkl Wealth Management Llc12-31-2020Shs5,815Maintained0.000.11803,000.0017.74138.09Form 13
Ubs Group Ag12-31-2020Shs474,484Increased4.320.0265,512,000.0022.87138.07Form 13
Argent Trust Co12-31-2020Etf-equity3,069Maintained0.000.03424,000.0026.57138.16Form 13
Trexquant Investment Lp12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Baird Financial Group, Inc.12-31-2020Common159,944Decreased-4.040.0722,084,000.0013.03276.28Form 13
Mutual Advisors, Llc12-31-2020Shs2,201New!0.000.02304,000.000.00138.12Form 13
Independent Advisor Alliance12-31-2020Shs8,858Increased8.130.081,223,000.0028.47138.07Form 13
Slow Capital, Inc.12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic3,175Increased115.110.01438,000.00153.18137.95Form 13
Archer Investment Corp12-31-2020Etf58Decreased-38.950.008,008,000.00-22.73138,068.97Form 13
Commonwealth Equity Services, Llc12-31-2020Shs314,043Decreased-1.620.1343,359,000.0015.88138.07Form 13
Northern Trust Corp12-31-2020Com3,790Increased7.520.00523,000.0026.63137.99Form 13
Oppenheimer & Co Inc12-31-2020Shs20,046Increased1.030.062,768,000.0027.91138.08Form 13
Citigroup Inc12-31-2020Shs12,216Decreased-3.750.001,687,000.0013.53138.10Form 13
Tompkins Financial Corp12-31-2020Us Large-cap Equities0Liquidated!-100.000.000.000.000.00Form 13
Kayne Anderson Rudnick Investment Management Llc12-31-2020Shs1,035Maintained0.000.00143,000.0018.18138.16Form 13
Raymond James & Associates12-31-2020Shs338,913Increased0.730.0546,793,000.0018.64138.07Form 13
Northwestern Mutual Wealth Management Co12-31-2020Shs2,581Decreased-21.740.00356,000.00-8.01137.93Form 13
J.w. Cole Advisors, Inc.12-31-2020Shs9,414Increased13.740.141,300,000.0034.02138.09Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Shs417,807Decreased-5.650.1457,687,000.0011.14138.07Form 13
Prospera Financial Services Inc12-31-2020Shs7,969Increased124.800.081,100,000.00164.42138.03Form 13
Strategic Wealth Advisors Group, Llc12-31-2020Shs60,637Increased163.600.458,372,000.00210.53138.07Form 13
Regal Investment Advisors Llc12-31-2020Shs14,035Decreased-9.190.221,938,000.0014.95138.08Form 13
Penserra Capital Management Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Peddock Capital Advisors, Llc12-31-2020Etf176New!0.000.0124,000.000.00136.36Form 13
Reby Advisors, Llc12-31-2020Etf29New!0.000.004,000.000.00137.93Form 13
Bdo Wealth Advisors, Llc12-31-2020Shs281Increased132.230.0139,000.00178.57138.79Form 13
Financial Advocates Investment Management12-31-2020Shs17,766Decreased-0.130.172,453,000.0017.65138.07Form 13
Integrated Wealth Concepts Llc12-31-2020Mf Closed And Mf Open4,292New!0.000.03593,000.000.00138.16Form 13
Rockefeller Capital Management L.p.12-31-2020Shs10,721Increased11.960.011,480,000.0041.63138.05Form 13
Change Path, Llc12-31-2020Shs12,355New!0.000.141,706,000.000.00138.08Form 13
Claro Advisors Llc12-31-2020Shs2,532Decreased-15.180.19350,000.000.00138.23Form 13
Cary Street Partner Investment Advisory Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Cedar Brook Financial Partners, Llc12-31-2020Shs5,711Increased2.240.28788,000.0020.31137.98Form 13
Fusion Capital, Llc12-31-2020Shs1,734Increased0.120.17239,000.0017.73137.83Form 13
Octavia Wealth Advisors, Llc12-31-2020Exchange Traded Fund2,392New!0.000.11330,000.000.00137.96Form 13
Lebenthal Global Advisors, Llc12-31-2020Shs300New!0.000.0341,000.000.00136.67Form 13
Thrive Capital Management, Llc12-31-2020Shs4,184New!0.000.62578,000.000.00138.15Form 13
Mml Investors Services, Llc12-31-2020Shs48,260Decreased-63.880.076,663,000.00-54.28138.06Form 13
Pnc Financial Services Group, Inc.12-31-2020Shs9,497Increased3.260.001,311,000.0030.71276.11Form 13
Stifel Financial Corp12-31-2020Shs69,056Increased3.400.029,534,000.0021.78276.14Form 13
Ameriprise Financial Inc12-31-2020Com154,419Decreased-5.740.0121,321,000.0019.20275.75Form 13
Credit Suisse Ag/12-31-2020Shs8,047Maintained0.000.001,111,000.0026.54138.06Form 13
Goldman Sachs Group Inc12-31-2020Cmn234,623Increased738.150.0132,394,000.00961.05138.07Form 13
Wolverine Trading, Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Bank Of Montreal /can/12-31-2020Shs294Decreased-77.450.0042,000.00-72.55142.86Form 13
Bokf, Na12-31-2020Shs2,399Increased3.180.01331,000.0021.25137.97Form 13
Royal Bank Of Canada12-31-2020Shs241,374Decreased-0.160.0133,326,000.0017.60839.87Form 13
Nations Financial Group Inc, /ia/ /adv12-31-2020Etf2,220Decreased-1.990.08307,000.0015.41138.29Form 13
Wedbush Securities Inc12-31-2020Com12,676Increased84.570.151,750,000.00117.39138.06Form 13
Bank Of New York Mellon Corp12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
First Republic Investment Management, Inc.12-31-2020Shs8,542Decreased-1.670.001,179,000.0015.82138.02Form 13
Citadel Advisors Llc12-31-2020Shs41,464Maintained0.000.005,725,000.000.00138.07Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020Shs76,260Decreased-5.870.6310,529,000.0010.88138.07Form 13
Susquehanna International Group, Llp12-31-2020Shs39,604Increased18.030.005,468,000.0039.17414.22Form 13
Benjamin Edwards Inc12-31-2020Shs550Increased5.160.0676,000.0024.59138.18Form 13
Flow Traders U.s. Llc12-31-2020Etp3,164Maintained0.000.03437,000.000.00138.12Form 13
Psagot Investment House Ltd.12-31-2020Shs186,002Decreased-0.350.5925,681,000.0017.38138.07Form 13
Hrt Financial Lp12-31-2020Hs26,543Decreased-39.890.073,664,000.00-29.13138.04Form 13
Mckinley Carter Wealth Services, Inc.12-31-2020Shs6,916New!0.000.13955,000.000.00138.09Form 13
Transamerica Financial Advisors, Inc.12-31-2020Sh654Decreased-18.051.8891,000.00-3.19139.14Form 13
Captrust Financial Advisors12-31-2020Etf825Decreased-0.120.00114,000.0015.15138.18Form 13
Tower Research Capital Llc (trc)12-31-2020Shs147Increased96.000.0020,000.00122.22136.05Form 13
Horizon Investments, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Quadrant Capital Group Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Darwin Advisors, Llc12-31-2020Shs2,061Decreased-44.790.05284,000.00-35.01137.80Form 13
Pinnacle Family Advisors, Llc12-31-2020Shs8,062Increased261.360.681,113,000.00326.44138.06Form 13
Belpointe Asset Management Llc12-31-2020Shs6,010Decreased-5.230.07830,000.0019.94138.10Form 13
Qube Research & Technologies Ltd12-31-2020Shs12,297New!0.000.021,698,000.000.00138.08Form 13
Financial Partners Group, Inc12-31-2020Shs9,439Increased1.070.411,385,000.0035.92146.73Form 13
Townsquare Capital Llc12-31-2020Shs0Liquidated!-100.000.000.000.000.00Form 13
Gladstone Institutional Advisory Llc12-31-2020Shs21,275Increased99.110.592,937,000.00134.58138.05Form 13
Kingsview Wealth Management, Llc12-31-2020Shs16,031Increased0.010.162,213,000.0017.78138.05Form 13
Pacitti Group Inc.12-31-2020Funds First Trust Nasdq 100818Maintained0.000.08113,000.0018.95138.14Form 13
Ten Capital Wealth Advisors, Llc12-31-2020Etf5,028Decreased-14.070.19694,000.001.17138.03Form 13
Tradition Wealth Management, Llc12-31-2020Uit Exchange Traded589New!0.000.0281,000.000.00137.52Form 13
Thrivent Financial For Lutherans12-31-2020Shs2,280New!0.000.00315,000.000.00138.16Form 13
Fifth Third Bancorp12-31-2020Shs450Maintained0.000.0062,000.0016.98137.78Form 13
Morgan Stanley12-31-2020Shs1,446,425Decreased-7.840.03199,708,000.0016.66138.07Form 13
1832 Asset Management L.p.12-31-2020Shs944Maintained0.000.00131,000.0027.18138.77Form 13
Knightsbridge Asset Management, Llc12-31-2020Shs1,700New!0.000.12235,000.000.00138.24Form 13
United Capital Financial Advisers, Llc12-31-2020Exchange Traded Fund12,305Decreased-9.610.011,699,000.006.45138.07Form 13
Cetera Advisors Llc12-31-2020Shs4,846Decreased-11.080.02669,000.0012.63138.05Form 13
Cetera Advisor Networks Llc12-31-2020Shs9,031Decreased-16.950.031,247,000.005.14138.08Form 13
Cetera Investment Advisers12-31-2020Shs35,578Increased48.550.104,912,000.0087.98138.06Form 13
Iht Wealth Management, Llc12-31-2020Shs38,284Decreased-0.230.445,286,000.0017.52138.07Form 13
Beaton Management Co. Inc.12-31-2020Etf1,850Maintained0.000.19255,000.0026.24137.84Form 13
Stonehage Fleming Financial Services Holdings Ltd12-31-2020Shs160Maintained0.000.0022,000.0022.22137.50Form 13
Salem Investment Counselors Inc12-31-2020Shs349Maintained0.000.0048,000.0026.32137.54Form 13
Ep Wealth Advisors, Llc12-31-2020Shs2,725Decreased-18.050.01376,000.00-3.59137.98Form 13
Eudaimonia Partners, Llc12-31-2020Exchange Traded Funds190Maintained0.000.0126,000.0018.18136.84Form 13
Truist Financial Corp12-31-2020Shs196,097New!0.000.0527,075,000.000.00276.14Form 13
Intercontinental Wealth Advisors, Llc12-31-2020Shs23,070Increased53.490.773,185,000.00142.02138.06Form 13
Fulcrum Equity Management12-31-2020Shs66,611Decreased-16.013.679,197,000.00-1.08138.07Form 13
Purus Wealth Management, Llc12-31-2020Shs1,462New!0.000.18202,000.000.00138.17Form 13