Select Sector Spdr Tr

Pages

Select Sector Spdr Tr

$XLY

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
15831014927643
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Thomasville National Bank12-31-2020Exchange Traded Fund5,239Decreased-4.660.11842,000.004.21160.72Form 13
Boltwood Capital Management12-31-2020Sbi Cons Discr14,880Decreased-5.101.162,392,000.003.77160.75Form 13
Rockland Trust Co12-31-2020Sbi Cons Discr1,749Increased15.220.02282,000.0025.89322.47Form 13
Private Asset Management Inc12-31-2020Exchange Traded Funds (etf)2,182Increased4.950.05351,000.0014.71160.86Form 13
Enterprise Bank & Trust Co12-31-2020Com1,420Maintained0.000.10228,000.009.09160.56Form 13
American National Bank12-31-2020Sbi Cons Discr671Maintained0.000.03108,000.009.09160.95Form 13
Advocacy Wealth Management Services, Llc12-31-2020Sbi Cons Discr174Maintained0.000.0028,000.007.69160.92Form 13
Webster Bank, N. A.12-31-2020Sbi Cons Discr695Maintained0.000.01111,000.008.82310.31Form 13
Lowe Wealth Advisors, Llc12-31-2020Sbi Cons Discr3,650Increased2047.060.30587,000.002,248.00160.82Form 13
Fulton Bank, N.a.12-31-2020Sbi Cons Discr1,425Decreased-15.530.01229,000.00-7.29317.70Form 13
Gradient Investments Llc12-31-2020Sbi Cons Discr14Maintained0.000.002,000.000.00142.86Form 13
Carroll Financial Associates, Inc.12-31-2020Etf1,738Decreased-9.900.02279,000.00-1.41160.53Form 13
Lvm Capital Management Ltd/mi12-31-2020Com2,312New!0.000.00372,000.000.00160.90Form 13
Donaldson Capital Management, Llc12-31-2020Sbi Cons Discr4,552Decreased-12.120.04732,000.00-3.81160.81Form 13
True Private Wealth Advisors12-31-2020Sbi Cons Discr9,818Increased4.920.261,578,000.0014.76160.73Form 13
Sound Income Strategies, Llc12-31-2020Sbi Cons Discr77Maintained0.000.0012,000.009.09155.84Form 13
Aprio Wealth Management, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Huntington National Bank12-31-2020Exchange Traded4,927Increased3.840.01792,000.0013.47320.83Form 13
Baldwin Brothers Inc/ma12-31-2020Sbi Cons Discr2,770Decreased-19.480.06445,000.00-12.06160.65Form 13
Burns J W & Co Inc/ny12-31-2020Com2,493Increased2.300.07401,000.0012.01160.85Form 13
Peoples Financial Services Corp.12-31-2020Etf Equities1,085New!0.000.08174,000.000.00160.37Form 13
Central Bank & Trust Co12-31-2020Common Stock17,665Decreased-0.670.492,840,000.008.65160.77Form 13
Pacific Financial Group Inc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
North Star Investment Management Corp.12-31-2020Etf252Maintained0.000.0041,000.0010.81162.70Form 13
Granite Investment Advisors, Llc12-31-2020Index Share24,880Decreased-3.160.714,000,000.005.93160.77Form 13
Astor Investment Management Llc12-31-2020Com65,288New!0.002.3110,497,000.000.00160.78Form 13
Trust Co12-31-2020Sbi Cons Discr31,329Increased21.973.985,037,000.0033.43160.78Form 13
Butensky & Cohen Financial Security, Inc12-31-2020Etf11,509Decreased-1.660.841,850,000.007.56160.74Form 13
First Premier Bank12-31-2020Sbi Cons Discr50Maintained0.000.008,000.0014.29160.00Form 13
Mcadam, Llc12-31-2020Sbi Cons Discr3,088Increased15.530.08511,000.0049.85165.48Form 13
Clarus Wealth Advisors12-31-2020Sbi Cons Discr12,894Decreased-0.099.992,136,000.0012.24165.66Form 13
Cx Institutional12-31-2020Etp48,845Decreased-14.390.767,854,000.00-6.34160.79Form 13
Hbw Advisory Services Llc12-31-2020Sbi Cons Discr5,146Increased1.160.25827,000.0010.56160.71Form 13
City Holding Co12-31-2020Mutual Funds-equities13,393Increased92.620.452,153,000.00110.67160.76Form 13
First Hawaiian Bank12-31-2020Sbi Cons Discr1,633Decreased-14.280.01263,000.00-6.07161.05Form 13
Raymond James Trust N.a.12-31-2020Etf / Closed En7,411Increased38.810.041,191,000.0051.72320.11Form 13
Churchill Management Corp12-31-2020Com1,249,852Increased10.223.42200,951,000.0020.57160.78Form 13
Pinnacle Financial Partners Inc12-31-2020Sbi Cons Discr2,859Increased745.860.02455,000.00810.00308.58Form 13
Acropolis Investment Management, Llc12-31-2020Sbi Cons Discr974Decreased-12.410.02157,000.00-3.68161.19Form 13
Contravisory Investment Management, Inc.12-31-2020Sbi Cons Discr2,707Increased28.720.13435,000.0040.78160.69Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)12-31-2020Com4,011Decreased-13.370.23645,000.00-5.29160.81Form 13
Xr Securities Llc12-31-2020Etf10,409New!0.000.121,674,000.000.00160.82Form 13
Brookstone Capital Management12-31-2020Sbi Cons Discr16,514Decreased-54.660.112,655,000.00-50.41160.77Form 13
Sowell Financial Services Llc12-31-2020Etf14,776Decreased-4.600.102,376,000.004.39160.80Form 13
Lavaca Capital Llc12-31-2020Sbi Cons Discr1,700Maintained0.000.04273,000.000.00160.59Form 13
Foundations Investment Advisors, Llc12-31-2020Sbi Cons Discr148,454New!0.001.6525,058,000.000.00168.79Form 13
Global Retirement Partners, Llc12-31-2020Sbi Cons Discr4,319Increased1.860.09694,000.0011.40160.69Form 13
Strategic Investment Advisors / Mi12-31-2020Sbi Cons Discr7,456Increased101.510.351,199,000.00120.40160.81Form 13
Pacific Wealth Strategies Group, Inc.12-31-2020Sbi Cons Discr4,040Maintained0.000.29682,000.0014.81168.81Form 13
Shulman Demeo Asset Management Llc12-31-2020Sbi Cons Discr10,045New!0.000.461,615,000.000.00160.78Form 13
Coastal Investment Advisors, Inc.12-31-2020Sbi Cons Discr2,482Increased10.660.11399,000.0020.91160.76Form 13
Pacifica Partners Inc.12-31-2020Sbi Cons Discr100Maintained0.000.0216,000.006.67160.00Form 13
Chemung Canal Trust Co12-31-2020Common Stock15,793Decreased-16.320.532,540,000.00-8.44321.96Form 13
Davenport & Co Llc12-31-2020Etf2,672Increased9.510.00430,000.0019.78160.93Form 13
Vigilant Capital Management, Llc12-31-2020Common Stock921Maintained0.000.01148,000.000.00160.69Form 13
Kovack Advisors, Inc.12-31-2020Etf8,643Increased3.750.201,390,000.0030.64160.82Form 13
6 Meridian12-31-2020Sbi Cons Discr7,974Decreased-34.000.121,282,000.00-27.82160.77Form 13
Vigilare Wealth Management12-31-2020Technology1,473New!0.000.22237,000.000.00160.90Form 13
Larson Financial Group Llc12-31-2020Sbi Cons Discr17Decreased-15.000.003,000.000.00176.47Form 13
Professional Financial Advisors, Llc12-31-2020Sbi Cons Discr572New!0.000.0792,000.000.00160.84Form 13
First Midwest Bank Trust Division12-31-2020Sbi Cons Discr34,582Decreased-1.390.815,560,000.007.88321.40Form 13
Marquette Asset Management, Llc12-31-2020Sbi Cons Discr15,400Increased6.210.572,476,000.0016.19160.78Form 13
Endurance Wealth Management, Inc.12-31-2020Etf4,571Increased11.270.09735,000.0021.69160.80Form 13
Westside Investment Management, Inc.12-31-2020Etf713Maintained0.000.31114,000.009.62159.89Form 13
Baystate Wealth Management Llc12-31-2020Etf152Decreased-66.070.0024,000.00-63.64157.89Form 13
Donald L. Hagan, Llc12-31-2020Sbi Cons Discr10,145Decreased-15.001.191,631,000.00-7.01160.77Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf116Increased404.350.0019,000.00533.33163.79Form 13
Leelyn Smith, Llc12-31-2020Etf2,115Increased0.140.11340,000.009.32160.76Form 13
Bay Rivers Group12-31-2020Sbi Cons Discr19,691Decreased-0.272.653,166,000.009.10160.78Form 13
Cva Family Office, Llc12-31-2020Sbi Cons Discr336New!0.009.9954,000.000.00160.71Form 13
Aurora Private Wealth, Inc.12-31-2020Sbi Cons Discr1,395Maintained0.000.09224,000.000.00160.57Form 13
Engrave Wealth Partners Llc12-31-2020Sbi Cons Discr25,468Increased5.513.524,283,000.0020.34168.17Form 13
Grant/grossmendelsohn, Llc12-31-2020Sbi Cons Discr56,245New!0.009.339,458,000.000.00168.16Form 13
Rowland Carmichael Advisors Inc /adv12-31-2020Sbi Cons Discr3,064New!0.000.16493,000.000.00160.90Form 13
Nbt Bank N A /ny12-31-2020Com11,624Decreased-2.920.291,869,000.006.19321.48Form 13
Investment Partners, Ltd.12-31-2020Sbi Cons Discr1,863Increased3.100.16299,000.0012.41160.49Form 13
Appleton Partners Inc/ma12-31-2020Etf2,325Increased21.600.04374,000.0033.10160.86Form 13
First United Bank Trust/12-31-2020Exchange Traded Sector Funds4,715Decreased-31.420.37758,000.00-24.95160.76Form 13
Exchange Traded Concepts, Llc12-31-2020Sbi Cons Discr748,790New!0.005.59120,390,000.000.00160.78Form 13
Gilman Hill Asset Management, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Miracle Mile Advisors, Llc12-31-2020Etf2,442Decreased-7.570.02393,000.001.29160.93Form 13
Archford Capital Strategies, Llc12-31-2020Etf5,047Decreased-8.670.20852,000.004.93168.81Form 13
Grassi Investment Management12-31-2020Com6,215Increased3.410.13999,000.0013.14160.74Form 13
Riverglades Family Offices Llc12-31-2020Sbi Cons Discr9,661Increased1.791.321,553,000.0011.33160.75Form 13
Consolidated Capital Management, Llc12-31-2020Sbi Cons Discr5,782Decreased-29.130.59930,000.00-22.44160.84Form 13
Meridian Wealth Management, Llc12-31-2020Sbi Cons Discr11,764New!0.000.301,891,000.000.00160.74Form 13
Campbell Wealth Management12-31-2020Sbi Cons Discr1,661Increased29.870.04267,000.0063.80160.75Form 13
Nachman Norwood & Parrott, Inc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Wambolt & Associates, Llc12-31-2020Sbi Cons Discr1,965Increased9.720.19316,000.0020.15160.81Form 13
Gpm Growth Investors, Inc.12-31-2020Sbi Cons Discr4,939Decreased-0.720.49794,000.008.62160.76Form 13
Journey Advisory Group, Llc12-31-2020Sbi Cons Discr1,633New!0.000.10263,000.000.00161.05Form 13
Old National Bancorp /in/12-31-2020Sbi Cons Discr204,106Decreased-0.521.3832,816,000.008.82321.54Form 13
Park Avenue Securities Llc12-31-2020Sbi Cons Discr8,565Increased10.740.041,377,000.0021.11160.77Form 13
Lynch & Associates/in12-31-2020Etf2,700Maintained0.000.12434,000.009.32160.74Form 13
Farmers & Merchants Investments Inc12-31-2020Sbi Cons Discr105Maintained0.000.0017,000.0013.33161.90Form 13
Sabal Trust Co12-31-2020Sbi Cons Discr15,037Decreased-0.570.202,418,000.008.77321.98Form 13
Mathes Company, Inc.12-31-2020Com17,300Maintained0.001.132,781,000.009.36160.75Form 13
Bartlett & Co. Llc12-31-2020Etf27,031Decreased-0.290.094,346,000.009.09160.78Form 13
Biltmore Wealth Management, Llc12-31-2020Sbi Cons Discr104,112Decreased-0.448.6516,739,000.0025.34160.78Form 13
Family Firm, Inc.12-31-2020Sbi Cons Discr5,334Increased0.090.26884,000.0012.90165.73Form 13
Transform Wealth, Llc12-31-2020Sbi Cons Discr2,678Decreased-0.960.09431,000.008.56160.94Form 13
Stewardship Financial Advisors, Llc12-31-2020Sbi Cons Discr369Maintained0.000.0259,000.009.26159.89Form 13
Ellis Investment Partners, Llc12-31-2020Sbi Cons Discr149Increased0.680.0124,000.0014.29161.07Form 13
Atticus Wealth Management, Llc12-31-2020Sbi Cons Discr42,142Increased4.333.416,776,000.0014.13321.59Form 13
Tsfg, Llc12-31-2020Mf Closed And Mf Open3,824Decreased-3.170.33615,000.006.03160.83Form 13
Total Clarity Wealth Management, Inc.12-31-2020Sbi Cons Discr3,453Decreased-2.810.39555,000.006.32160.73Form 13
Kestra Advisory Services, Llc12-31-2020Sbi Cons Discr53,762Increased250.650.108,639,000,000.00283.44160,689.71Form 13
Stock Yards Bank & Trust Co12-31-2020Mutual Funds -1,888Decreased-1.620.03303,000.007.45320.53Form 13
Optimum Investment Advisors12-31-2020Sbi Cons Discr1,294Decreased-23.610.06208,000.00-16.47160.74Form 13
Wbh Advisory Inc12-31-2020Sbi Cons Discr60,006Increased8.851.7510,194,000.0025.81169.88Form 13
Blue Bell Private Wealth Management, Llc12-31-2020Com82Maintained0.000.0010,000.00-16.67121.95Form 13
Cutler Group Lp12-31-2020Sbi Cons Discr811,800Increased202.730.8317,292,000.00520.90169.09Form 13
Lbmc Investment Advisors, Llc12-31-2020Com1,250New!0.000.02201,000.000.00160.80Form 13
Capital Investment Advisors, Llc12-31-2020Sbi Cons Discr40,585Decreased-0.810.276,525,000.008.50160.77Form 13
Kestra Private Wealth Services, Llc12-31-2020Sbi Cons Discr6,318Decreased-27.680.071,015,000,000.00-20.95160,652.11Form 13
Abbrea Capital, Llc12-31-2020Etf2,192Increased15.670.06352,000.0026.16160.58Form 13
Quattro Financial Advisors Llc12-31-2020Sbi Cons Discr85,813Increased152.843.7614,242,000.00174.31165.97Form 13
Tiaa, Fsb12-31-2020Exchange Traded Fund23,591Decreased-3.990.013,793,000.005.04321.40Form 13
Allred Capital Management, Llc12-31-2020Sbi Cons Discr7,102Decreased-0.800.621,141,000.008.46160.66Form 13
Kinloch Capital, Llc12-31-2020Sbi Cons Discr148New!0.000.0224,000.000.00162.16Form 13
Clearview Wealth Advisors Llc12-31-2020Etf55New!0.000.019,000.000.00163.64Form 13
Highland Capital Management, Llc12-31-2020Sbi Cons Discr1,631Decreased-0.910.02262,000.008.26160.64Form 13
Trust Co Of Oklahoma12-31-2020Common Stock12,916Decreased-2.309.992,076,634,000.006.87321,557.77Form 13
Avantax Advisory Services, Inc.12-31-2020Sbi Cons Discr11,598Decreased-73.650.041,864,000.00-71.16160.72Form 13
Sol Capital Management Co12-31-2020Com1,665Maintained0.000.06268,000.009.39160.96Form 13
Bkd Wealth Advisors, Llc12-31-2020Sbi Cons Discr18,288Decreased-2.180.152,940,000.006.99160.76Form 13
Dividend Assets Capital, Llc12-31-2020Etf135Maintained0.000.0022,000.0010.00162.96Form 13
Sterling Investment Management, Inc.12-31-2020Sbi Consumer Discretionary3,176Decreased-6.970.36511,000.001.79160.89Form 13
Plimoth Trust Co Llc12-31-2020Com9,336Decreased-1.600.471,501,000.007.60322.81Form 13
Newfound Research Llc12-31-2020Sbi Cons Disc0Liquidated!-100.000.000.000.000.00Form 13
Parker Investment Management, Llc12-31-2020Etf1,445New!0.000.04232,000.000.00160.55Form 13
Cypress Wealth Services, Llc12-31-2020Sbi Cons Discr1,632Increased18.090.06262,000.0029.06160.54Form 13
Aries Wealth Management12-31-2020Sbi Cons Discr1,254New!0.000.11212,000.000.00169.06Form 13
Independence Bank Of Kentucky12-31-2020Sbi Cons Discr705New!0.000.06113,000.000.00160.28Form 13
International Assets Investment Management, Llc12-31-2020Sbi Cons Discr4,790Decreased-1.260.14757,677,000.00109,708.26158,178.91Form 13
Cadinha & Co Llc12-31-2020Etf-eq12,100Decreased-10.470.271,945,000.00-2.06160.74Form 13
Proffitt & Goodson Inc12-31-2020Sbi Cons Discr14,232Decreased-3.940.472,288,000.005.05160.76Form 13
Ledyard National Bank12-31-2020Com22,859Decreased-13.900.423,675,000.00-5.82320.77Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End1,542,965Increased59.411.20248,078,000.0074.38160.78Form 13
Ballentine Partners, Llc12-31-2020Sbi Cons Discr1,405Maintained0.000.01226,000.009.18160.85Form 13
Confluence Investment Management Llc12-31-2020Com25,678Decreased-8.130.064,129,000.000.51160.80Form 13
Sage Advisory Services, Ltd.co.12-31-2020Eetf0Liquidated!-100.000.000.000.000.00Form 13
Jnba Financial Advisors12-31-2020Sbi Cons Discr2,085Maintained0.000.06335,000.009.48160.67Form 13
Janney Capital Management Llc12-31-2020Etf/closed End1,264New!0.000.01203,000.000.00160.60Form 13
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd12-31-2020Sbi Cons Discr51,537New!0.001.848,286,000.000.00160.78Form 13
Ifp Advisors, Inc12-31-2020Stock9,985Increased100.420.071,607,000.00119.24160.94Form 13
Ayalon Holdings Ltd.12-31-2020Etp85,214Decreased-0.346.2113,701,000.008.45160.78Form 13
Capital Investment Advisory Services, Llc12-31-2020Sbi Cons Discr359Decreased-11.580.0158,000.00-3.33161.56Form 13
Bristlecone Advisors, Llc12-31-2020Sbi Cons Discr7,330Increased7.090.191,179,000.0017.20160.85Form 13
Beacon Financial Advisory Llc12-31-2020Sbi Cons Discr5,236Increased14.600.55841,000.0025.34160.62Form 13
Royal Harbor Partners, Llc12-31-2020Sbi Cons Discr15,768Decreased-7.652.122,535,000.001.00160.77Form 13
Veracity Capital Llc12-31-2020Sbi Cons Discr1,828Increased9.330.14294,000.0019.51160.83Form 13
Fifth Third Securities, Inc.12-31-2020Exchange Traded Fund2,379Increased13.940.18383,000.0043.45160.99Form 13
Toth Financial Advisory Corp12-31-2020Sbi Cons Discr33,463Increased1.470.925,380,000.0011.00160.77Form 13
Centaurus Financial, Inc.12-31-2020Sbi Cons Discr36,775Increased1.390.625,913,000.0010.92160.79Form 13
Sanders Morris Harris Llc12-31-2020Sbi Cons Discr2,108Maintained0.000.08339,000.009.35160.82Form 13
Schafer Cullen Capital Management Inc12-31-2020Com7,069New!0.000.021,137,000.000.00160.84Form 13
Security National Trust Co12-31-2020Sbi Cons Discr2,147Decreased-14.020.09345,000.00-5.99320.74Form 13
Spinnaker Trust12-31-2020Equities137,736Decreased-0.631.7722,145,000.008.70160.78Form 13
Harel Insurance Investments & Financial Services Ltd.12-31-2020Sbi Cons Discr593,452Increased0.382.2595,018,000.009.34160.11Form 13
Renaissance Investment Group Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Clean Yield Group12-31-2020Etf198New!0.000.0132,000.000.00161.62Form 13
Redhawk Wealth Advisors, Inc.12-31-2020Sbi Cons Discr31,189Increased4.511.285,015,000.0014.34160.79Form 13
Allworth Financial Lp12-31-2020Sbi Cons Discr540Decreased-20.470.0087,000.00-13.00161.11Form 13
Cordasco Financial Network12-31-2020Sbi Cons Discr387Maintained0.000.0562,000.008.77160.21Form 13
E&g Advisors, Lp12-31-2020Sbi Cons Discr4,409Increased70.960.22709,000.00115.50160.81Form 13
Jjj Advisors Inc.12-31-2020Sbi Cons Discr34Maintained0.000.005,000.000.00147.06Form 13
Ironwood Financial, Llc12-31-2020Sbi Cons Discr5,090Decreased-1.760.31818,000.007.35160.71Form 13
Eukles Asset Management12-31-2020Common Stock27Maintained0.000.004,000.000.00148.15Form 13
Pfg Advisors12-31-2020Sbi Cons Discr1,698Increased4.810.05273,000.0011.89160.78Form 13
Bfsg, Llc12-31-2020Sbi Cons Discr2,157Decreased-0.230.06347,000.009.12160.87Form 13
Csenge Advisory Group12-31-2020Sbi Cons Discr10,046Increased21.150.191,615,000.0032.05160.76Form 13
Quaker Wealth Management, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Vishria Bird Financial Group, Llc12-31-2020Sbi Cons Discr4,030Maintained0.000.37648,000.0025.83160.79Form 13
Landsberg, Bennett, & Dubbaneh Llc12-31-2020Sbi Cons Discr2,050Decreased-65.310.05330,000.00-55.70160.98Form 13
Frisch Financial Group, Inc.12-31-2020Sbi Cons Discr4,899Increased0.160.29787,000.009.46160.65Form 13
Avion Wealth12-31-2020Sbi Cons Discr485Increased124.540.0278,000.00143.75160.82Form 13
Heartwood Wealth Advisors Llc12-31-2020Etf18,463Decreased-3.310.482,968,000.005.74160.75Form 13
Strategic Wealth Designers12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Centennial Wealth Advisory Llc12-31-2020Sbi Cons Discr1,544Decreased-92.160.18248,000.00-92.17160.62Form 13
Brown Miller Wealth Management, Llc12-31-2020Sbi Cons Discr3,695New!0.000.45594,000.000.00160.76Form 13
Diversified, Llc12-31-2020Sbi Cons Discr32,498New!0.004.074,777,000.000.00146.99Form 13
Fiduciary Trust Co12-31-2020Sbi Cons Discr2,918Decreased-54.680.01469,000.00-43.01321.71Form 13
Pinnacle Associates Ltd12-31-2020Sbi Cons Discr33,610Increased0.330.115,404,000.009.75160.79Form 13
Sym Financial Corp12-31-2020Sbi Cons Discr1,053Decreased-8.590.12169,000.000.00160.49Form 13
Hc Financial Advisors Inc12-31-2020Sbi Cons Discr73Maintained0.000.0112,000.009.09164.38Form 13
Manchester Financial Inc12-31-2020Sbi Cons Discr90Maintained0.000.0114,000.007.69155.56Form 13
Ingalls & Snyder Llc12-31-2020Sbi Cons Discr3,551Increased1.570.03571,000.0011.09160.80Form 13
Cambridge Trust Co12-31-2020Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Brave Asset Management Inc12-31-2020Sbi Cons Discr52,112Increased0.583.188,379,000.0010.03160.79Form 13
Dock Street Asset Management Inc12-31-2020Sbi Cons Discr1,328Decreased-5.010.04214,000.004.39161.14Form 13
Lucas Capital Management12-31-2020Com13,057Decreased-13.792.452,099,000.00-5.71160.76Form 13
Country Club Trust Company, N.a.12-31-2020Sbi Cons Discr8,260Decreased-4.560.141,327,000.004.32160.65Form 13
Farmers Trust Co12-31-2020Sbi Cons Discr33,356Increased604.311.315,363,000.00670.55321.59Form 13
Usca Ria Llc12-31-2020Sbi Cons Discr46,206Increased89.070.527,429,000.00106.82160.78Form 13
Cwm, Llc12-31-2020Sbi Cons Discr48,510Decreased-5.580.077,799,000.003.28160.77Form 13
Segment Wealth Management, Llc12-31-2020Sbi Cons Discr29,953Increased2.410.704,816,000.0012.03160.79Form 13
Mivtachim The Workers Social Insurance Fund Ltd. (under Special Management)12-31-2020Sbi Cons Discr285,300Maintained0.001.8245,871,000.009.39321.56Form 13
Gwm Advisors Llc12-31-2020Mf Closed And Mf Open14,257Increased122.450.082,292,000.00143.31160.76Form 13
Alphastar Capital Management, Llc12-31-2020Sbi Cons Discr1,219Decreased-98.530.03202,000.00-98.39165.71Form 13
Simon Quick Advisors, Llc12-31-2020Com236Increased0.430.0138,000.008.57161.02Form 13
Tamar Securities, Llc12-31-2020Sbi Cons Discr19,387Decreased-3.681.773,117,000.005.38160.78Form 13
Centerstar Asset Management, Llc12-31-2020Ssga Consumer D3,707Decreased-29.750.04594,000.00-10.68300.80Form 13
Carmichael Hill & Associates, Inc.12-31-2020Sbi Cons Discr355New!0.000.0357,000.000.00160.56Form 13
180 Wealth Advisors, Llc12-31-2020Sbi Cons Discr1,349New!0.000.06225,000.000.00166.79Form 13
Lindbrook Capital, Llc12-31-2020Etf185Decreased-8.870.0130,000.000.00162.16Form 13
Loveless Wealth Management Llc12-31-2020Sbi Cons Discr12,952Increased9.981.542,082,000.0020.28160.75Form 13
Atlas Private Wealth Management12-31-2020Etf58Maintained0.000.019,000.000.00155.17Form 13
Summit Place Financial Advisors, Llc12-31-2020Sbi Cons Discr6,735Decreased-22.230.941,083,000.00-14.93160.80Form 13
Stonebridge Financial Planning Group, Llc12-31-2020Common Stock19,854Increased3.122.023,192,000.0028.04160.77Form 13
Optas, Llc12-31-2020Sbi Cons Discr6,426Maintained0.000.331,033,000.009.43160.75Form 13
Wolff Wiese Magana Llc12-31-2020Sbi Cons Discr28New!0.000.005,000.000.00178.57Form 13
James Investment Research Inc12-31-2020Com955Decreased-45.270.01154,000.00-39.84161.26Form 13
Dowling & Yahnke Llc12-31-2020Sbi Cons Discr1,792Decreased-2.980.02288,000.006.27160.71Form 13
Westend Advisors, Llc12-31-2020Common Stock612,701Increased63.554.9898,510,110,000.0078.91160,780.07Form 13
Dorsey Wright & Associates12-31-2020Com13,797Decreased-7.150.332,218,000.001.56160.76Form 13
Montecito Bank & Trust12-31-2020Com9,051Decreased-0.550.321,455,000.008.74160.76Form 13
Asset Dedication, Llc12-31-2020Etf213Maintained0.000.0133,000.006.45154.93Form 13
Smith, Salley & Associates12-31-2020Sbi Cons Discr4,527Increased3.310.07728,000.0013.04160.81Form 13
Corrado Advisors, Llc12-31-2020Sbi Cins Discr5,844Increased2.780.72940,000.0012.57160.85Form 13
Stillwater Capital Advisors, Llc12-31-2020Sbi Cons Discr49,459Increased1.391.527,952,000.0010.91160.78Form 13
Madden Advisory Services, Inc.12-31-2020Sbi Cons Discr5,757Decreased-2.930.78926,000.006.31160.85Form 13
Perigon Wealth Management, Llc12-31-2020Sbi Cons Discr1,461Increased4.060.03235,000.0014.08160.85Form 13
Telemus Capital, Llc12-31-2020Sbi Cons Discr2,998Increased7.260.04482,000.0029.22160.77Form 13
Chicago Trust Co Na12-31-2020Sbi Cons Discr2,003Decreased-1.520.11322,000.007.69320.95Form 13
Bray Capital Advisors12-31-2020Sbi Cons Discr16,124Increased4.370.752,592,000.0014.13160.75Form 13
Community Bank, N.a.12-31-2020Etf/equity1,580Decreased-5.050.03254,000.003.67322.96Form 13
Venturi Wealth Management, Llc12-31-2020Sbi Cons Discr19,996Decreased-25.650.333,215,000.00-18.67160.78Form 13
Fieldpoint Private Securities, Llc12-31-2020Etf8,035Decreased-0.310.291,292,000.009.03160.80Form 13
Cornerstone Wealth Group, Llc12-31-2020Sbi Cons Discr11,423New!0.000.451,837,000.000.00160.82Form 13
Golden State Wealth Management, Llc12-31-2020Mf Closed And Mf Open5,904Decreased-1.960.27949,000.007.23160.74Form 13
Cedar Mountain Advisors, Llc12-31-2020Sbi Cons Discr34Maintained0.000.005,000.000.00147.06Form 13
Capstone Triton Financial Group, Llc12-31-2020Etf1,207New!0.000.12194,000.000.00160.73Form 13
Goalvest Advisory Llc12-31-2020Etf17New!0.000.003,000.000.00176.47Form 13
Birchcreek Wealth Management, Llc12-31-2020Sbi Cons Discr4,100New!0.000.65659,000.000.00160.73Form 13
First Merchants Corp12-31-2020Common Stock39,467Increased8.540.436,345,000.0018.73320.77Form 13
Fenimore Asset Management Inc12-31-2020Etf8,576Maintained0.000.041,379,000.009.36160.80Form 13
Comerica Bank12-31-2020Clo48,672Increased0.379.998,279,000.0011.59170.10Form 13
Bourgeon Capital Management Llc12-31-2020Sbi Cons Discr120Decreased-29.410.0019,000.00-24.00158.33Form 13
Whittier Trust Co12-31-2020Us Large-cap Equities4,746Increased1.300.02763,000.0010.74160.77Form 13
Whittier Trust Co Of Nevada Inc12-31-2020Us Large-cap Equities5,685Decreased-0.110.05914,000.009.33160.77Form 13
First Heartland Consultants, Inc.12-31-2020Sbi Cons Discr4,305Decreased-7.580.12692,000.001.02160.74Form 13
Eagle Ridge Investment Management12-31-2020Sbi Cons Discr2,996Maintained0.000.06482,000.009.55160.88Form 13
Accuvest Global Advisors12-31-2020Com5,815Increased30.562.84935,000.0042.75160.79Form 13
Camarda Financial Advisors, Llc12-31-2020Sbi Cons Discr30,398New!0.004.124,887,000.000.00160.77Form 13
Creative Planning12-31-2020Sbi Cons Discr32,895Increased13.070.015,289,000.0023.69160.78Form 13
Macroview Investment Management Llc12-31-2020Sbi Cons Discr280Maintained0.000.0745,000.009.76160.71Form 13
Riggs Asset Managment Co. Inc.12-31-2020Sbi Cons Discr50Maintained0.000.008,000.000.00160.00Form 13
Caprock Group, Inc.12-31-2020Sbi Cons Discr10,274Decreased-4.140.191,652,000.004.89160.79Form 13
Stratos Wealth Partners, Ltd.12-31-2020Sbi Cons Discr20,795Decreased-3.850.103,343,000.005.16160.76Form 13
Financial Consulate, Inc12-31-2020Sbi Cons Discr2,260Increased0.620.16363,000.0010.00160.62Form 13
Gyroscope Capital Management Group, Llc12-31-2020Sbi Cons Discr11,199Decreased-3.290.771,800,000.005.76160.73Form 13
Concorde Asset Management, Llc12-31-2020Sbi Cons Discr3,972Decreased-12.860.35639,000.00-4.63160.88Form 13
Bruderman Asset Management, Llc12-31-2020Sbi Cons Discr16,493Increased40.290.772,652,000.0053.47160.80Form 13
Usa Financial Portformulas Corp12-31-2020Sbi Cons Discr1,043New!0.000.13168,000.000.00161.07Form 13
Terra Nova Asset Management Llc12-31-2020Sbi Cons Discr9,021New!0.001.461,450,000.000.00160.74Form 13
Strategiq Financial Group, Llc12-31-2020Sbi Cons Discr6,102Increased52.280.22981,000.0091.60160.77Form 13
Stratos Wealth Advisors, Llc12-31-2020Sbi Cons Discr3,538Increased9.880.08569,000.0020.30160.83Form 13
Great Valley Advisor Group, Inc.12-31-2020Sbi Cons Discr19,254Increased8.270.323,096,000.0018.44160.80Form 13
Joseph P. Lucia & Associates, Llc12-31-2020Sbi Cons Discr3,735Increased25.760.42601,000.0037.53160.91Form 13
Weaver Consulting Group12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
One Charles Private Wealth Services, Llc12-31-2020Sbi Cons Discr1,494New!0.002.28240,000.000.00321.16Form 13
Key Financial Inc12-31-2020Sbi Cons Discr160Maintained0.000.0226,000.000.00162.50Form 13
Epg Wealth Management Llc12-31-2020Etf5,659Decreased-13.350.55910,000.009.11160.81Form 13
Magnolia Capital Advisors Llc12-31-2020Equity2,207Decreased-8.840.23355,000.0014.89160.85Form 13
Atlas Private Wealth Advisors12-31-2020Mf Closed And Mf Open50Decreased-13.790.018,000.00-11.11160.00Form 13
Bellwether Advisors, Llc12-31-2020Etf18,310New!0.001.302,943,000.000.00160.73Form 13
Central Trust Co12-31-2020Common Stock3,148Decreased-0.799.99506,000.008.35322.50Form 13
Fisher Asset Management, Llc12-31-2020Com426,594Increased9.890.0568,588,000.0020.21160.78Form 13
Stephenson National Bank & Trust12-31-2020Sbi Cons Discr171Increased155.220.0227,000.00170.00157.89Form 13
Kanawha Capital Management Llc12-31-2020Etf6,999Decreased-0.160.121,125,000.009.22160.74Form 13
Alpine Woods Capital Investors, Llc12-31-2020Sbi Cons Discr26,500Maintained0.000.524,261,000.009.40160.79Form 13
Alphamark Advisors, Llc12-31-2020Com46,072Increased117.599.997,407,000.00138.01160.77Form 13
Novare Capital Management Llc12-31-2020Sbi Cons Discr45,160Decreased-3.860.957,261,000.005.17160.78Form 13
Hanson & Doremus Investment Management12-31-2020Etf302Maintained0.000.0149,000.0011.36162.25Form 13
Bbva Usa Bancshares, Inc.12-31-2020Sbi Cons Discr53,585Increased339.290.448,616,000.00447.05160.79Form 13
Institute For Wealth Management, Llc.12-31-2020Sbi Cons Discr6,761Increased7.570.221,087,000.0017.64160.78Form 13
San Francisco Sentry Investment Group (ca)12-31-2020Sbi Cons Discr7,874Increased16.460.591,266,000.0027.36160.78Form 13
Jfs Wealth Advisors, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Harvest Investment Services, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Heritage Wealth Advisors12-31-2020Sbi Cons Discr151Maintained0.000.0024,000.00-99.89158.94Form 13
Intersect Capital Llc12-31-2020Sbi Cons Discr2,390Maintained0.000.08384,000.009.40160.67Form 13
Sheaff Brock Investment Advisors, Llc12-31-2020Sbi Cons Discr4,623Increased28.670.06743,000.0040.72160.72Form 13
Ausdal Financial Partners, Inc.12-31-2020Sbi Cons Discr2,484Increased37.390.08399,000.0050.00160.63Form 13
Ae Wealth Management Llc12-31-2020Sbi Cons Discr106,902Increased17.670.1917,188,000.0028.72160.78Form 13
Brand Asset Management Group, Inc.12-31-2020Sbi Cons Discr860Maintained0.000.08138,000.009.52160.47Form 13
Bernardo Wealth Planning Llc12-31-2020Etf4,696Increased23.130.29755,000.0034.82160.78Form 13
Sailer Financial Llc12-31-2020Sbi Cons Discr1,923Decreased-37.810.16309,000.00-31.94160.69Form 13
Clear Perspectives Financial Planning, Llc12-31-2020Sbi Cons Discr Etf20New!0.000.003,000.000.00150.00Form 13
Old Second National Bank Of Aurora12-31-2020Com973Maintained0.000.05156,000.009.09320.41Form 13
Girard Partners Ltd.12-31-2020Etf1,928New!0.000.05309,000.000.00160.27Form 13
Duncker Streett & Co Inc12-31-2020Sbi Cons Discr530Increased13.980.0285,000.0025.00160.38Form 13
Howard Capital Management12-31-2020Etf8,886New!0.000.161,429,000.000.00160.81Form 13
Trust Co Of Virginia /va12-31-2020Sbi Cons Discr22,651Increased0.390.443,642,000.009.80321.65Form 13
Grimes & Company, Inc.12-31-2020Etf97,666Increased76.540.8215,703,000.0093.13160.78Form 13
Meitav Dash Investments Ltd12-31-2020Sbi Cons Discr155,150Increased1665.680.9824,945,000.001,832.22160.78Form 13
Envestnet Asset Management Inc12-31-2020Sbi Cons Discr490,684Increased1.830.0678,892,000.0011.39160.78Form 13
Gfs Advisors, Llc12-31-2020Com1,997Maintained0.000.08321,000.009.18160.74Form 13
Mechanics Bank Trust Department12-31-2020Sbi Cons Discr14,112Increased4496.740.412,269,000.000.00320.80Form 13
Simplex Trading, Llc12-31-2020Com135Decreased-93.380.0021,000.00-92.98155.56Form 13
Callan Capital, Llc12-31-2020Sbi Cons Discr33,533Decreased-11.961.105,391,000.00-3.71160.77Form 13
Ascent Wealth Partners, Llc12-31-2020Etf55,326Increased91.991.988,896,000.00110.06160.79Form 13
Acg Wealth12-31-2020Sbi Cons Discr11,398Decreased-0.170.251,833,000.009.24160.82Form 13
Patten Group, Inc.12-31-2020Sbi Cons Discr1,937Increased0.890.08311,000.0010.28160.56Form 13
Rfg Advisory, Llc12-31-2020Sbi Cons Discr1,544Maintained0.000.03261,000.000.00169.04Form 13
Moisand Fitzgerald Tamayo, Llc12-31-2020Sbi Cons Discr53Maintained0.000.009,000.0028.57169.81Form 13
Capital Insight Partners, Llc12-31-2020Sbi Cons Discr21,452Decreased-3.450.873,449,000.005.60160.78Form 13
Parallel Advisors, Llc12-31-2020Etf8,012Decreased-1.230.071,288,000.008.05160.76Form 13
Florin Court Capital Llp12-31-2020Sbi Cons Discr92,200Increased77.317.4914,824,000.00123.22160.78Form 13
Bedel Financial Consulting, Inc.12-31-2020Sbi Cons Discr956Maintained0.000.07154,000.009.22161.09Form 13
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors12-31-2020Sbi Cons Discr1,758Increased2.150.15283,000.0011.86160.98Form 13
Evolution Wealth Advisors, Llc12-31-2020Sbi Cons Discr35,018Increased5.241.275,630,000.0015.11160.77Form 13
Hoover Financial Advisors, Inc.12-31-2020Sbi Cons Discr595New!0.000.0299,000.000.00166.39Form 13
Gyl Financial Synergies, Llc12-31-2020Sbi Cons Discr9,369Increased4.310.871,506,000.0014.09160.74Form 13
Orser Capital Management, Llc12-31-2020Sbi Cons Discr3,140Maintained0.000.32505,000.009.31160.83Form 13
Savior Llc12-31-2020Etf58New!0.000.019,000.000.00155.17Form 13
Skyoak Wealth, Llc12-31-2020Sbi Cons Discr32,751Increased44.391.645,266,000.0057.95160.79Form 13
Novak Financial Planning, Llc12-31-2020Sbi Cons Discr1,365New!0.000.13219,000.000.00160.44Form 13
Bank Of The West12-31-2020Sbi Cons Discr2,384Increased7.970.04383,000.0018.21320.70Form 13
Mufg Americas Holdings Corp12-31-2020Sbi Cons Discr4,576Maintained0.000.01736,000.009.36160.84Form 13
First Interstate Bank12-31-2020Sbi Cons Discr27,400Increased1.470.594,406,000.0011.01327.46Form 13
Trust Co Of Vermont12-31-2020Com500Maintained0.000.0180,000.009.59160.00Form 13
Country Trust Bank12-31-2020Etf - Equity43,295Decreased-0.280.246,961,000.009.09160.78Form 13
Allen Investment Management Llc12-31-2020Sbi Cons Discr2,278Maintained0.000.01366,000.009.25160.67Form 13
Private Wealth Partners, Llc12-31-2020Sbi Cons Discr1,356New!0.000.02218,000.000.00160.77Form 13
Financial Sense Advisors, Inc.12-31-2020Sbi Cons Discr8,621Increased6.170.501,386,000.0016.18160.77Form 13
Gsa Capital Partners Llp12-31-2020Sbi Cons Discr1,799New!0.000.05289,000.000.00160.64Form 13
Reilly Financial Advisors, Llc12-31-2020Sbi Cons Discr548Maintained0.000.0188,000.008.64160.58Form 13
Alps Advisors Inc12-31-2020Sbi Cons Discr95,262Decreased-0.420.1715,316,000.008.93160.78Form 13
Valmark Advisers, Inc.12-31-2020Sbi Cons Discr4,611Increased27.940.02741,000.0039.81160.70Form 13
Sandy Spring Bank12-31-2020Sbi Cons Discr38,832Decreased-7.030.386,243,000.001.69314.62Form 13
Riverfront Investment Group, Llc12-31-2020Com446,197Increased2.011.5771,739,000.0011.59160.78Form 13
Kessler Investment Group, Llc12-31-2020Sbi Cons Discr3,184Increased0.440.55512,000.009.87160.80Form 13
Spx Equities Gestao De Recursos Ltda12-31-2020Sbi Cons Discr217,800Decreased-28.709.9935,017,884,000.00-22.01160,780.00Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Sbi Cons Discr3,902Increased9.420.02116,000.00-77.86184.52Form 13
Dynamic Advisor Solutions Llc12-31-2020Sbi Cons Discr7,898Decreased-11.060.121,270,000.00-2.68160.80Form 13
Institutional & Family Asset Management, Llc12-31-2020Sbi Cons Discr43Maintained0.000.007,000.0016.67162.79Form 13
Farmers & Merchants Trust Co Of Chambersburg Pa12-31-2020Sbi Cons Discr7,670Increased3735.000.981,233,000.004,151.72160.76Form 13
Prime Capital Investment Advisors, Llc12-31-2020Etf698Increased118.120.01112,000.00138.30160.46Form 13
Canton Hathaway, Llc12-31-2020Etf9,721New!0.000.531,563,000.000.00160.79Form 13
Hillcrest Wealth Advisors - Ny, Llc12-31-2020Sbi Cons Discr2,238Maintained0.000.24360,000.009.42160.86Form 13
Ieq Capital, Llc12-31-2020Sbi Cons Discr13,200Increased429.060.092,122,000.00478.20160.76Form 13
Future Financial Wealth Managment Llc12-31-2020Etf3,490New!0.000.06561,000.000.00160.74Form 13
Baker Tilly Financial, Llc12-31-2020Sbi Cons Discr2,695New!0.000.13433,000.000.00160.67Form 13
Kaizen Financial Strategies12-31-2020Sbi Cons Discr3,566New!0.000.64573,000.000.00160.68Form 13
Db Wealth Management Group, Llc12-31-2020Etf444New!0.000.0571,000.000.00159.91Form 13
Rye Brook Capital Llc12-31-2020Etf45,900New!0.006.437,380,000.000.00160.78Form 13
Bailard, Inc.12-31-2020Sbi Cons Discr4,979Increased3.060.04801,000.0012.82160.88Form 13
Meritage Portfolio Management12-31-2020Common0Liquidated!-100.000.000.000.000.00Form 13
Bank Hapoalim Bm12-31-2020Sbi Cons Discr30,650Increased10.900.684,928,000.0021.32160.78Form 13
Stonex Group Inc.12-31-2020Sbi Cons Discr2,543Decreased-6.780.00409,000.002.00160.83Form 13
Everett Harris & Co /ca/12-31-2020Sbi Cons Discr1,485Maintained0.000.00239,000.009.63160.94Form 13
Sigma Investment Counselors Inc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Broadmark Asset Management Llc12-31-2020Sbi Cons Discr95,469Decreased-55.446.3015,349,000.00-51.26160.77Form 13
Noesis Capital Mangement Corp12-31-2020Etfs2,859Decreased-2.769.99460,000,000.006.48160,895.42Form 13
Sg Americas Securities, Llc12-31-2020Com193,586Increased50.630.1731,125,000.0064.78160.78Form 13
Advisornet Financial, Inc12-31-2020Etf4,220Decreased-17.740.05678,000.00-10.08160.66Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Tr Sbi Cons Discr120,316Increased1.209.9919,344,000.0010.70160.78Form 13
National Asset Management, Inc.12-31-2020Sbi Cons Discr13,764Decreased-27.410.122,213,000.00-17.46160.78Form 13
Harbor Investment Advisory, Llc12-31-2020Etf2,776Increased13.490.07446,000.0023.89160.66Form 13
Executive Wealth Management, Llc12-31-2020Sbi Cons Discr2,558New!0.000.05411,000.000.00160.67Form 13
Iowa State Bank12-31-2020Com1,688Decreased-3.710.09271,000.005.04160.55Form 13
Newsquare Capital Llc12-31-2020Etf31,209Increased13.640.705,018,000.0024.30160.79Form 13
Sva Wealth Management, Llc12-31-2020Sbi Cons Discr13,329Decreased-7.490.192,143,000.001.18160.78Form 13
Friedenthal Financial12-31-2020Sector Spdr Consumer Discretionary - Etf35,102Maintained0.004.215,641,000.000.00160.70Form 13
Capital Planning Advisors, Llc12-31-2020Sbi Cons Discr32,141Decreased-2.801.275,168,000.006.34160.79Form 13
Glassman Wealth Services12-31-2020Sbi Cons Discr250New!0.000.0140,000.000.00160.00Form 13
Bergankdv Wealth Management, Llc12-31-2020Sbi Cons Discr1,000Maintained0.000.02161,000.009.52161.00Form 13
Hcr Wealth Advisors12-31-2020Sbi Cons Discr953Increased217.670.03153,000.00247.73160.55Form 13
Trustcore Financial Services, Llc12-31-2020Sbi Cons Discr1,576Decreased-20.920.03253,000.00-0.78160.53Form 13
Vestmark Advisory Solutions, Inc.12-31-2020Sbi Cons Discr68,555Increased72.051.2411,022,000.0088.22160.78Form 13
Altium Wealth Management Llc12-31-2020Sbi Cons Discr1,470New!0.000.02236,000.000.00160.54Form 13
Dougherty Wealth Advisers Llc12-31-2020Etf3,111Maintained0.000.79500,000.0025.94160.72Form 13
Delta Investment Management, Llc12-31-2020Sbi Cons Discr1,791New!0.000.09288,000.000.00160.80Form 13
Laurel Wealth Advisors Llc12-31-2020Sbi Cons Discr1,456Maintained0.000.06234,000.000.00160.71Form 13
Graves-light Private Wealth Management, Inc.12-31-2020Etf1,336Decreased-14.630.04215,000.00-6.52160.93Form 13
Salomon & Ludwin, Llc12-31-2020Etf101,902Decreased-13.203.0416,384,000.009.28160.78Form 13
Outlook Wealth Advisors, Llc12-31-2020Common Stock1,505New!0.000.09242,000.000.00160.80Form 13
Ameraudi Asset Management, Inc.12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Ameraudi Asset Management, Inc.12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Tbh Global Asset Management, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Steel Peak Wealth Management Llc12-31-2020Sbi Cons Discr7,612Increased1.970.111,224,000.0028.44160.80Form 13
Lloyd Advisory Services, Llc.12-31-2020Sbi Cons Discr144Maintained0.000.0123,000.009.52159.72Form 13
Orion Portfolio Solutions, Llc12-31-2020Sbi Cons Discr37,479Decreased-8.880.286,026,000.0014.72160.78Form 13
Founders Financial Alliance, Llc12-31-2020Sbi Cons Discr1,079New!0.000.08172,000.000.002,019.66Form 13
Galvin, Gaustad & Stein, Llc12-31-2020Sbi Cons Discr7,087New!0.000.121,139,000.000.00160.72Form 13
Us Bancorp \de\12-31-2020Other348,952Decreased-0.300.1356,104,000.009.06482.32Form 13
Ferguson Wellman Capital Management, Inc12-31-2020Com79,864Increased210.890.3212,840,000.00240.04321.54Form 13
Murphy Capital Management Inc12-31-2020Com164,514Decreased-3.133.5226,450,000.005.97160.78Form 13
Regions Financial Corp12-31-2020Sbi Cons Discr11,412Increased6.860.021,835,000.0016.88322.92Form 13
Motco12-31-2020Com88Decreased-56.000.0014,000.00-51.72159.09Form 13
Exchange Capital Management, Inc.12-31-2020Sbi Cons Discr3,404Maintained0.000.12547,000.009.40160.69Form 13
Blackrock Inc.12-31-2020Sbi Cons Discr1,508,425Decreased-1.830.00242,525,000.007.39964.79Form 13
Ifrah Financial Services, Inc.12-31-2020Sbi Cons Discr3,004Decreased-2.470.16483,000.006.62160.79Form 13
Dorsey & Whitney Trust Co Llc12-31-2020Sbi Cons Discr5,824Maintained0.000.11936,000.009.35160.71Form 13
Forward Management, Llc12-31-2020Sbi Cons Discr165,426Decreased-53.464.7926,597,000.00-49.09160.78Form 13
Horrell Capital Management, Inc.12-31-2020Sbi Cons Discr252New!0.000.0241,000.000.00162.70Form 13
Appleton Group, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Northwest Bancshares, Inc.12-31-2020Sbi Cons Discr2,001Decreased-18.690.08322,000.00-10.80337.26Form 13
Sumitomo Mitsui Trust Holdings, Inc.12-31-2020Com161,000New!0.000.0225,886,000.000.00160.78Form 13
United Asset Strategies, Inc.12-31-2020Sbi Cons Discr29,487Decreased-4.950.754,741,000.003.97160.78Form 13
Hudock, Inc.12-31-2020Sbi Cons Discr84Maintained0.000.0013,000.008.33154.76Form 13
Tortoise Investment Management, Llc12-31-2020Sbi Cons Discr66Maintained0.000.0011,000.0010.00166.67Form 13
St. Johns Investment Management Company, Llc12-31-2020Sbi Cons Discr10,273Increased2.361.021,652,000.0012.00160.81Form 13
Next Financial Group, Inc12-31-2020Sbi Cons Discr2,796Decreased-26.110.05450,000.00-19.06321.96Form 13
Blue Chip Partners, Inc.12-31-2020Sbi Cons Discr4,754New!0.000.12764,000.000.00160.71Form 13
Koshinski Asset Management, Inc.12-31-2020Sbi Cons Discr10,551Maintained0.000.241,860,000.000.00176.29Form 13
Ropes Wealth Advisors Llc12-31-2020Sbi Cons Discr693Decreased-20.800.02111,000.00-13.95160.17Form 13
Roble, Belko & Company, Inc12-31-2020Etf323Maintained0.000.0152,000.0010.64160.99Form 13
Cedar Capital, Llc12-31-2020Com3,196Decreased-9.770.94514,000.00-1.34160.83Form 13
Horan Securities, Inc.12-31-2020Etf101Decreased-87.300.0116,000.00-86.32158.42Form 13
Chesapeake Wealth Management12-31-2020Sbi Cons Discr11,017Decreased-0.620.601,771,000.008.72319.60Form 13
Insight Wealth Strategies, Llc12-31-2020Sbi Cons Discr1,429Increased0.140.04230,000.009.52160.95Form 13
Magnus Financial Group Llc12-31-2020Sbi Cons Discr2,792Increased4.610.04449,000.0014.54160.82Form 13
Semmax Financial Advisors Inc.12-31-2020Sbi Cons Discr33Decreased-43.100.005,000.00-44.44151.52Form 13
Keebeck Alpha, Lp12-31-2020Sbi Cons Discr41,291Increased117.483.816,639,000.00173.77160.79Form 13
Tcf National Bank12-31-2020Other11,437Increased1.920.191,839,000.0011.52321.94Form 13
Jnb Advisors Llc12-31-2020Etf60,214Decreased-5.751.689,681,000.0018.65160.78Form 13
Element Wealth, Llc12-31-2020Sbi Cons Discr1,238Maintained0.000.18199,000.009.34160.74Form 13
Hexagon Capital Partners Llc12-31-2020Etf995Maintained0.000.05159,000.0011.19159.80Form 13
Claudia M.p. Batlle, Crp (r) Llc12-31-2020Etf310Maintained0.000.0349,000.0011.36158.06Form 13
Phoenix Wealth Advisors12-31-2020Sbi Cons Discr186New!0.000.0230,000.000.00161.29Form 13
Rwm Asset Management, Llc12-31-2020Sbi Cons Discr1,000New!0.000.03161,000.000.00161.00Form 13
San Luis Wealth Advisors Llc12-31-2020Sbi Cons Discr6,560New!0.000.681,055,000.000.00160.82Form 13
Lincoln National Corp12-31-2020Sbi Cons Discr4,044Decreased-57.720.02650,000.00-53.77321.54Form 13
Gamco Investors, Inc. Et Al12-31-2020Mutual Funds19,000Maintained0.000.033,055,000.0025.93160.79Form 13
Haverford Trust Co12-31-2020Sbi Cons Discr1,411Maintained0.000.00227,000.009.66160.88Form 13
Navellier & Associates Inc12-31-2020Com9,574Decreased-6.090.281,539,000.002.74160.75Form 13
Parsons Capital Management Inc/ri12-31-2020Sbi Cons Discr3,233Increased2.370.04520,000.0012.07160.84Form 13
Advanced Asset Management Advisors Inc12-31-2020Sbi Cons Discr20Maintained0.000.003,000.000.00150.00Form 13
Mcmillion Capital Management Inc12-31-2020Etf252New!0.000.0241,000.000.00162.70Form 13
Hyman Charles D12-31-2020Sbi Cons Discr2,218Maintained0.000.03357,000.009.51160.96Form 13
Cypress Capital Management Llc12-31-2020Com11,143Decreased-1.020.241,792,000.008.28160.82Form 13
Agf Investments Inc.12-31-2020Etf178,270Maintained0.000.2428,662,000.009.39160.78Form 13
Greenleaf Trust12-31-2020Sbi Cons Discr5,234Increased11.170.01842,000.0021.68160.87Form 13
Beaumont Financial Partners, Llc12-31-2020Sbi Cons Discr10,329Increased67.160.151,661,000.0083.33160.81Form 13
Stockman Wealth Management, Inc.12-31-2020Sbi Cons Discr7,824Increased4.430.391,258,000.0014.26160.79Form 13
Choate Investment Advisors12-31-2020Sbi Cons Discr16,629Increased3.230.162,674,000.0012.92160.80Form 13
Migdal Insurance & Financial Holdings Ltd.12-31-2020Etp648,645Decreased-1.351.23104,289,000.007.92160.78Form 13
Cibc World Markets Inc.12-31-2020Sbi Cons Dis27,747Increased0.730.014,461,000.0010.18160.77Form 13
Agf Investments Llc12-31-2020Etf179,045Decreased-0.073.4228,787,000.009.31160.78Form 13
Carnegie Capital Asset Management, Llc12-31-2020Sbi Cons Discr14,382Increased5.190.102,312,000.0015.14160.76Form 13
Windsor Capital Management, Llc12-31-2020Sbi Cons Discr13,629Decreased-1.050.822,191,000.008.25160.76Form 13
Fdx Advisors, Inc.12-31-2020Etp4,761Decreased-91.060.03765,000.00-90.23160.68Form 13
Naples Global Advisors, Llc12-31-2020Sbi Cons Discr1,748Maintained0.000.05281,000.009.34160.76Form 13
Balentine Llc12-31-2020Sbi Cons Discr97New!0.000.0016,000.000.00164.95Form 13
Arete Wealth Advisors, Llc12-31-2020Sbi Cons Discr6,302Increased156.700.141,011,000.00176.99160.43Form 13
Fagan Associates, Inc.12-31-2020Sbi Cons Discr2,482Decreased-1.970.10399,000.0023.53160.76Form 13
Mv Capital Management, Inc.12-31-2020Sbi Cons Discr592Decreased-57.260.0295,000.00-53.43160.47Form 13
Lido Advisors, Llc12-31-2020Sbi Cons Discr150,986Increased7.000.8224,275,000.0017.04160.78Form 13
Simmons Bank12-31-2020Common Stock18,245Decreased-2.190.232,934,000.0023.17322.35Form 13
Jacobi Capital Management Llc12-31-2020Sbi Cons Discr3,984Decreased-0.720.10641,000.008.64160.89Form 13
Resources Investment Advisors, Llc.12-31-2020Sbi Cons Discr1,591Decreased-30.619.99256,000.00-24.04160.91Form 13
Flagship Harbor Advisors, Llc12-31-2020Sbi Cons Discr5,962Increased58.440.12959,000.0073.42160.85Form 13
Moloney Securities Asset Management, Llc12-31-2020Com3,376Increased0.900.12543,000.0010.37160.84Form 13
Seelaus Asset Management Llc12-31-2020Sbi Cons Discr2,010New!0.000.23323,000.000.00160.70Form 13
Sage Capital Advisors,llc12-31-2020Sbi Cons Discr3,445Increased48.300.29588,000.0072.43170.68Form 13
Ifg Advisory, Llc12-31-2020Mf Closed And Mf Open6,248Decreased-8.510.141,004,000.0015.14160.69Form 13
Resource Management, Llc12-31-2020Com1,317New!0.000.03212,000.000.00160.97Form 13
Old North State Trust, Llc12-31-2020Sbi Cons Discr56New!0.000.019,000.000.00160.71Form 13
Capital Financial Planning, Llc12-31-2020Etf53,552Increased6.194.158,610,000.0016.16160.78Form 13
Brandywine Oak Private Wealth Llc12-31-2020Sbi Cons Discr23,083Decreased-0.750.573,711,000.008.57160.77Form 13
Secure Asset Management, Llc12-31-2020Sbi Cons Discr8,909Increased2.790.841,432,000.0012.40160.74Form 13
Mine & Arao Wealth Creation & Management, Llc.12-31-2020Sbi Cons Discr900Increased125.000.10145,000.00184.31161.11Form 13
Lifepro Asset Management12-31-2020Sbi Cons Discr6,956New!0.000.351,118,000.000.00160.72Form 13
Lumature Wealth Partners, Llc12-31-2020Sbi Cons Discr4,700New!0.000.72756,000.000.00160.85Form 13
Fmr Llc12-31-2020Sbi Cons Discr38,121Increased3.500.006,130,000.0030.31573.83Form 13
Fil Ltd12-31-2020Sbi Cons Discr27,749Decreased-1.230.014,461,000.0024.33160.76Form 13
Cullen/frost Bankers, Inc.12-31-2020Domestic Sector Fund-etf2,620Decreased-0.380.01421,000.008.79160.69Form 13
Arrow Financial Corp12-31-2020Other8,229Decreased-5.450.261,323,000.0019.08481.63Form 13
Howe & Rusling Inc12-31-2020Sbi Cons Discr45Maintained0.000.007,000.000.00155.56Form 13
Jones Financial Companies Lllp12-31-2020Etf324New!0.000.0052,000.000.00160.49Form 13
Commerce Bank12-31-2020Sbi Cons Discr14,674Increased1.610.022,360,000.0011.22321.66Form 13
Charter Trust Co12-31-2020Sbi Cons Discr143,195Increased0.042.3123,023,000.009.43160.78Form 13
Mitchell Sinkler & Starr/pa12-31-2020Sbi Cons Discr7,270Increased143.141.121,169,000.00166.29160.80Form 13
Bessemer Group Inc12-31-2020Fet1,326New!0.000.00213,000.000.00160.63Form 13
Great Lakes Advisors, Llc12-31-2020Etf18,111Decreased-1.830.052,912,000.007.41322.06Form 13
Washington Trust Co12-31-2020Sbi Materials440Increased151.430.0071,000.00173.08161.36Form 13
Keybank National Association/oh12-31-2020Sbi Cons31,559Increased2.100.025,074,000.0011.69160.78Form 13
Equitable Holdings, Inc.12-31-2020Sbi Cons Discr50,849Increased30.160.198,176,000.0042.39160.79Form 13
Bangor Savings Bank12-31-2020Other21,871Increased55.530.463,516,000.0099.32160.76Form 13
Plante Moran Financial Advisors, Llc12-31-2020Etf222Decreased-80.780.0136,000.00-78.82162.16Form 13
Sigma Planning Corp12-31-2020Sbi Cons Discr47,703Increased42.150.267,670,000.0055.48160.79Form 13
Private Wealth Advisors, Inc.12-31-2020Sbi Cons Discr3,458Decreased-9.240.32556,000.00-0.71160.79Form 13
Sta Wealth Management, Llc12-31-2020Sbi Cons Discr1,774Decreased-48.800.03285,000.00-44.01160.65Form 13
Drw Securities, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Sawtooth Solutions, Llc12-31-2020Sbi Cons Discr103,282Increased2.020.2516,606,000.0011.60160.78Form 13
Pinnacle Advisory Group, Inc.12-31-2020Sbi Cons Discr562,218Increased0.525.4790,393,000.009.95160.78Form 13
Fiera Capital Corp12-31-2020Sbi Cons Discr3,761Maintained0.000.00604,000.009.42320.66Form 13
Hanlon Investment Management, Inc.12-31-2020Sbi Cons Discr70,152Decreased-12.952.4011,335,000.00-4.31161.58Form 13
Windham Capital Management, Llc12-31-2020Sbi Cons Discr2,000Maintained0.000.07322,000.009.52161.00Form 13
Richard Bernstein Advisors Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Spectrum Management Group, Llc12-31-2020Sbi Cons Discr65,367Decreased-0.112.2010,510,000.009.27160.78Form 13
Crabel Capital Management, Llc12-31-2020Sbi Cons Discr3,375Maintained0.000.13543,000.009.48160.89Form 13
Gladius Capital Management Lp12-31-2020Sbi Cons Discr116,863Increased40.040.9318,803,000.0053.29160.90Form 13
Samalin Investment Counsel, Llc12-31-2020Sbi Cons Discr713Increased0.140.07114,713,000.009.49160,887.80Form 13
Diligent Investors, Llc12-31-2020Sbi Cons Discr1,270Decreased-9.290.08204,000.00-0.97160.63Form 13
Advisory Services Network, Llc12-31-2020Etf26,826Maintained0.000.174,313,000.009.38320.92Form 13
Winch Advisory Services, Llc12-31-2020Etf72Maintained0.000.0012,000.009.09166.67Form 13
Swan Global Investments, Llc12-31-2020Xly1,014,446Decreased-11.346.25163,103,000.00-3.02160.78Form 13
Loudon Investment Management, Llc12-31-2020Com2,058Decreased-1.010.26331,000.008.17160.84Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc12-31-2020Etf877Decreased-31.540.02141,000.00-25.00160.78Form 13
Allsquare Wealth Management Llc12-31-2020Etf575Maintained0.000.0692,000.008.24160.00Form 13
Gerber Kawasaki Wealth & Investment Management12-31-2020Sbi Cons Discr42,992Increased3.420.966,912,000.0030.22160.77Form 13
Personal Cfo Solutions, Llc12-31-2020Sbi Cons Discr7,228Decreased-67.090.291,162,000.00-58.57160.76Form 13
Nvwm, Llc12-31-2020Etf2,850Maintained0.000.19458,000.009.31320.78Form 13
Seacrest Wealth Management, Llc12-31-2020Sbi Cons Discr1,470Decreased-40.850.03236,000.00-35.34160.54Form 13
Wagner Wealth Management, Llc12-31-2020Sbi Cons Discr105New!0.000.0217,000.000.00161.90Form 13
Biltmore Family Office, Llc12-31-2020Sbi Cons Discr175Maintained0.000.0128,000.007.69160.00Form 13
Windsor Group Ltd12-31-2020Sbi Cons Discr1,941Decreased-1.620.08312,000.005.41160.74Form 13
D.b. Root & Company, Llc12-31-2020Sbi Cons Discr10,161Decreased-1.690.651,633,000.007.50160.71Form 13
Rice Partnership, Llc12-31-2020Sbi Cons Discr617Maintained0.000.0499,000.008.79160.45Form 13
Vectors Research Management, Llc12-31-2020Sbi Int-inds71Maintained0.000.0011,000.0010.00154.93Form 13
Mbm Wealth Consultants, Llc12-31-2020Sbi Cons Discr17Maintained0.000.003,000.0050.00176.47Form 13
Princeton Global Asset Management Llc12-31-2020Etf100Maintained0.000.0116,000.000.00160.00Form 13
Bay Harbor Wealth Management, Llc12-31-2020Etf4,216Increased41.910.31678,000.0055.15160.82Form 13
Liberty Wealth Management Llc12-31-2020Sbi Cons Discr180Maintained0.000.0129,000.0011.54161.11Form 13
Arkadios Wealth Advisors12-31-2020Etf6,137Increased1007.760.21986,000.00-98.66160.66Form 13
Center For Financial Planning, Inc.12-31-2020Sbi Cons Discr87New!0.000.0014,000.000.00160.92Form 13
Beaumont Capital Management, Llc12-31-2020Sbi Cons Discr45,880New!0.007.377,377,000.000.00160.79Form 13
Baron Financial Group, Llc12-31-2020Sbi Cons Discr432New!0.000.0669,457,000.000.00160,780.09Form 13
Mma Asset Management Llc12-31-2020Sbi Cons Discr4,646New!0.000.73747,000.000.00160.78Form 13
Wells Fargo & Company/mn12-31-2020Sbi Cons Discr4,178,434Decreased-3.700.15664,775,000.005.28817.99Form 13
Ars Investment Partners, Llc12-31-2020Sbi Cons Discr32,029Increased10.030.635,150,000.0020.36160.79Form 13
Meeder Asset Management Inc12-31-2020Sbi Cons Discr20Decreased-13.040.003,000.000.00150.00Form 13
Blair William & Co/il12-31-2020Sbi Cons Discr23,182Increased20.720.013,727,000.0052.00160.77Form 13
Renaissance Technologies Llc12-31-2020Sbi Cons Discr50,909Decreased-13.270.018,185,000.00-5.13160.78Form 13
D.a. Davidson & Co.12-31-2020Sbi Cons Discr5,278Increased10.330.01849,000.0020.77160.86Form 13
Bnp Paribas Arbitrage, Sa12-31-2020Fund107,572Decreased-82.769.9975,520,617,000.00-53.99177,018,780.00Form 13
Strategy Asset Managers Llc12-31-2020Sbi Cons Discr2,128Increased22.650.08342,000.0034.12160.71Form 13
First National Trust Co12-31-2020Sbi Cons Discr8,337Decreased-3.590.101,340,000.005.43320.78Form 13
Assetmark, Inc12-31-2020Etf755,252Increased20.420.68121,429,000.0031.73160.78Form 13
Brighton Jones Llc12-31-2020Sbi Cons Discr2,447Increased4.570.02393,000.0014.24160.60Form 13
People's United Financial, Inc.12-31-2020Sbi Cons Discr6,579Decreased-0.650.031,058,000.008.74160.81Form 13
Keel Point, Llc12-31-2020Sbi Cons Discr3,775Decreased-84.750.05607,000.00-83.32160.79Form 13
Amg National Trust Bank12-31-2020Sbi Cons Discr18,769Maintained0.000.113,018,000.000.00160.80Form 13
Td Ameritrade Investment Management, Llc12-31-2020Sbi Cons Discr78,236New!0.000.0912,579,000.000.00322.28Form 13
Hightower Advisors, Llc12-31-2020Sbi Cons Discr192,187Increased3.590.1330,890,000.0013.30160.73Form 13
Budros, Ruhlin & Roe, Inc.12-31-2020Sbi Cons Discr10,289Increased7.980.241,654,000.0018.06160.75Form 13
Zeke Capital Advisors, Llc12-31-2020Sbi Cons Discr2,662Maintained0.000.04428,000.009.46160.78Form 13
Tctc Holdings, Llc12-31-2020Sbi Cons Discr421Maintained0.000.0068,000.009.68161.52Form 13
Barrett Asset Management, Llc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Finemark National Bank & Trust12-31-2020Sbi Cons Discr1,334New!0.000.01214,000.000.00160.42Form 13
Mirae Asset Global Investments Co., Ltd.12-31-2020Sbi Cons Discr461,960Increased5.680.2874,274,000.0015.60160.78Form 13
Aveo Capital Partners, Llc12-31-2020Sbi Cons Discr7,021Increased78.561.751,129,000.00124.90160.80Form 13
Capital Advisors, Ltd. Llc12-31-2020Sbi Cons Discr8,515Maintained0.000.301,369,000.009.35160.78Form 13
Signet Financial Management, Llc12-31-2020Sbi Cons Discr6,049Increased6.990.20973,000.0014.47160.85Form 13
Anfield Capital Management, Llc12-31-2020Sbi Cons Discr29,544Increased0.892.024,751,000.0010.39160.81Form 13
Tradewinds Capital Management, Llc12-31-2020Sbi Cons Discr367Decreased-99.700.0159,000.00-99.67160.76Form 13
Boston Private Wealth Llc12-31-2020Etf12,870Increased1.260.032,069,000.0010.76160.76Form 13
Biltmore Capital Advisors Llc12-31-2020Sbi Cons Discr1,332New!0.000.06214,000.000.00160.66Form 13
Financial Enhancement Group Llc12-31-2020Sbi Cons Discr47,265Maintained0.001.627,599,000.000.00160.77Form 13
Aptus Capital Advisors, Llc12-31-2020Sbi Cons Discr459Decreased-61.170.0073,000.00-57.80159.04Form 13
Advisor Group Holdings, Inc.12-31-2020Sbi Cons Discr277,168Decreased-25.430.1344,579,000.00-16.141,608.57Form 13
Level Four Advisory Services, Llc12-31-2020Sbi Cons Discr5,236Increased49.050.07842,000.0087.95160.81Form 13
Trellis Advisors, Llc12-31-2020Sbi Cons Discr4,233Maintained0.000.41681,000.009.49160.88Form 13
Keystone Financial Group12-31-2020Mf Closed And Mf Open3,172Increased10.290.11510,000.0038.96160.78Form 13
Sepio Capital, Lp12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Sargent Investment Group, Llc12-31-2020Sbi Cons Discr1,323New!0.000.07213,000.000.00161.00Form 13
9258 Wealth Management, Llc12-31-2020Etf4,683Increased25.650.25753,000.0058.19160.79Form 13
Trinitypoint Wealth, Llc12-31-2020Sbi Cons Discr20,809Increased51.510.853,550,000.00102.39170.60Form 13
Robertson Stephens Wealth Management, Llc12-31-2020Sbi Cons Discr20,758Increased4.290.703,337,000.0014.09160.76Form 13
Western Wealth Management, Llc12-31-2020Sbi Cons Discr6,129Increased16.260.14985,000.0027.10160.71Form 13
Bank Of Marin12-31-2020Sbi Cons Discr12,255Increased1.211.661,970,000.0010.67314.64Form 13
Soltis Investment Advisors Llc12-31-2020Sbi Cons Discr10,992Decreased-21.780.331,767,000.00-14.43160.75Form 13
Proquility Private Wealth Partners, Llc12-31-2020Sbi Cons Discr53,855New!0.003.958,659,000.000.00160.78Form 13
King Luther Capital Management Corp12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Franklin Resources Inc12-31-2020Sbi Cons Discr3,051Decreased-13.840.00490,000.00-5.77487.33Form 13
Bank Of America Corp /de/12-31-2020Sbi Cons D26,352,502Decreased-9.830.554,236,957,000.0013.521,285.48Form 13
Mid Atlantic Financial Management Inc/adv12-31-2020Sbi Cons Discr5,833Decreased-22.350.07938,000.00-18.01160.81Form 13
Stephens Inc /ar/12-31-2020Sbi Cons Discr27,074Increased9.020.084,353,000.0037.28160.78Form 13
South State Corp12-31-2020Other388Decreased-3.720.0162,000.005.08159.79Form 13
Financial Counselors Inc12-31-2020Com30,685Increased4.190.124,934,000.0031.19160.80Form 13
Pittenger & Anderson Inc12-31-2020Sbi Cons Discr1,000Maintained0.000.01161,000.009.52161.00Form 13
Oppenheimer Asset Management Inc.12-31-2020Sbi Cons Discr58,227Decreased-7.090.159,361,000.001.63482.27Form 13
Veritable, L.p.12-31-2020Sbi Cons Discr87,161Decreased-4.280.2614,014,000.004.71160.78Form 13
Linscomb & Williams, Inc.12-31-2020Com3,014Decreased-5.780.03485,000.003.19160.92Form 13
Rmb Capital Management, Llc12-31-2020Sbi Cons Discr4,735Decreased-11.250.03761,000.00-2.93160.72Form 13
Scotia Capital Inc.12-31-2020Sbi Cons Discr9,951Increased17.470.011,600,000.0028.51160.79Form 13
Maryland Capital Management12-31-2020Sbi Cons Discr2,722Increased4.690.03438,000.0014.66160.91Form 13
Arrow Investment Advisors, Llc12-31-2020Sbi Cons Discr33,440Decreased-36.083.805,376,000.00-30.09160.77Form 13
O'shaughnessy Asset Management, Llc12-31-2020Common63Decreased-91.060.0010,000.00-90.38158.73Form 13
Signaturefd, Llc12-31-2020Sbi Cons Discr34Maintained0.000.005,000.000.00147.06Form 13
Stelac Advisory Services Llc12-31-2020Com1,720New!0.000.07277,000.000.00161.05Form 13
Edgestream Partners, L.p.12-31-2020Sbi Cons Discr33,970New!0.000.275,462,000.000.00160.79Form 13
Dynamic Technology Lab Private Ltd12-31-2020Sbi Cons Discr1,436New!0.000.04231,000.000.00160.86Form 13
Modera Wealth Management, Llc12-31-2020Sbi Cons Discr1,903New!0.000.02306,000.000.00160.80Form 13
Eqis Capital Management, Inc.12-31-2020Sbi Cons Discr3,981Decreased-41.200.07640,000.00-35.68160.76Form 13
Strategic Advisors Llc12-31-2020Sbi Cons Discr9,651Increased42.050.461,596,000.0056.47165.37Form 13
Ergoteles Llc12-31-2020Sbi Cons Discr5,032New!0.000.03809,000.000.00160.77Form 13
Exencial Wealth Advisors, Llc12-31-2020Sbi Cons Discr3,243Decreased-22.420.04521,000.00-2.43160.65Form 13
First Horizon Advisors, Inc.12-31-2020Common Stock9,886Decreased-3.570.241,589,000.005.51317.85Form 13
Cranbrook Wealth Management, Llc12-31-2020Sbi Cons Discr791Maintained0.000.03127,000.009.48160.56Form 13
B. Riley Wealth Management, Inc.12-31-2020Sbi Cons Discr18,029Decreased-0.520.372,899,000.008.82160.80Form 13
Moors & Cabot, Inc.12-31-2020Sbi Cons Discr2,838Decreased-11.810.04456,000.00-3.59160.68Form 13
Ubs Group Ag12-31-2020Sbi Cons Discr4,078,496Increased21.220.23655,741,000.0032.60966.15Form 13
Argent Trust Co12-31-2020Etf-equity2,866New!0.000.04460,000.000.00320.61Form 13
Lakeview Capital Partners, Llc12-31-2020Sbi Cons Discr793Increased0.130.06127,000.009.48160.15Form 13
Trexquant Investment Lp12-31-2020Sbi Cons Discr2,730Decreased-84.940.05439,000.00-83.52160.81Form 13
Baird Financial Group, Inc.12-31-2020Common156,588Increased1.500.0725,176,000.0011.03321.55Form 13
Krilogy Financial Llc12-31-2020Sbi Cons Discr22,550Decreased-4.400.443,626,000.0020.39160.80Form 13
Phoenix Holdings Ltd.12-31-2020Sbi Cons Discr3,744Maintained0.000.02601,000.000.00160.52Form 13
Armor Investment Advisors, Llc12-31-2020Sbi Cons Discr78New!0.000.0113,000.000.00166.67Form 13
Mutual Advisors, Llc12-31-2020Sbi Cons Discr89,801Increased28.351.0714,438,000.0061.59160.78Form 13
United Bank12-31-2020Sbi Cons Discr2,689New!0.000.31432,000.000.00160.65Form 13
Providence First Trust Co12-31-2020Sbi Cons Discr20,140Increased4.151.633,238,000.0031.15160.77Form 13
Abbot Financial Management, Inc.12-31-2020Etf9,530Maintained0.000.881,532,000.009.35160.76Form 13
Valeo Financial Advisors, Llc12-31-2020Etf8,829Decreased-12.430.071,420,000.00-4.18160.83Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic45,018Decreased-2.470.167,238,000.006.69160.78Form 13
Providence Capital Advisors, Llc12-31-2020Sbi Cons Discr33New!0.000.005,000.000.00151.52Form 13
Cresset Asset Management, Llc12-31-2020Sbi Cons Discr6,031Decreased-6.640.02970,000.0017.58160.84Form 13
Private Wealth Advisors, Llc12-31-2020Sbi Cons Discr10,371Increased0.180.601,744,000.0014.66168.16Form 13
Bellevue Asset Management, Llc12-31-2020Sbi Cons Discr138Maintained0.000.0124,000.0020.00173.91Form 13
Berry Group, Llc12-31-2020Sbi Cons Discr3,774Increased0.110.27607,000.0026.20160.84Form 13
Archer Investment Corp12-31-2020Etf1,151Maintained0.000.09185,058,000.0025.89160,780.19Form 13
Fsa Wealth Management Llc12-31-2020Equity81Maintained0.000.0113,000.0030.00160.49Form 13
Swisspartners Advisors Ltd12-31-2020Sbi Cons Discr80,370Increased6.499.9912,714,000.0014.67158.19Form 13
Synovus Financial Corp12-31-2020Sbi Cons Discr7,747Increased0.010.011,246,000.009.39321.84Form 13
Allegiant Private Advisors, Llc12-31-2020Sbi Cons Discr1,951New!0.000.07314,000.000.00160.94Form 13
Center For Asset Management Llc12-31-2020Sbi Cons Discr2,864New!0.000.46460,000.000.00160.61Form 13
Barclays Plc12-31-2020Fund69,516Increased4.110.0011,177,000.0013.89321.57Form 13
Commonwealth Equity Services, Llc12-31-2020Sbi Cons Discr363,293Increased17.880.1858,410,000.0028.95160.78Form 13
First Horizon Corp12-31-2020Etf-equity7,460Decreased-0.610.001,199,000.008.70160.72Form 13
Northern Trust Corp12-31-2020Com246,001Decreased-2.330.0139,552,000.006.84321.55Form 13
Valley National Advisers Inc12-31-2020Sbi Cons Discr576New!0.000.0293,000.000.00161.46Form 13
Associated Banc-corp12-31-2020Sbi Cons Discr26,848Decreased-2.260.174,317,000.006.91322.03Form 13
Oppenheimer & Co Inc12-31-2020Sbi Cons Discr30,909Decreased-13.560.104,970,000.008.82160.79Form 13
Citigroup Inc12-31-2020Sbi Cons Discr1,019,818Increased103.330.09163,966,000.00122.421,125.43Form 13
Clearstead Advisors, Llc12-31-2020Sbi Cons Discr239Decreased-21.380.0038,000.00-15.56159.00Form 13
Capital One Financial Corp12-31-2020Sbi Cons Discr6,345Decreased-27.530.141,020,000.00-20.75160.76Form 13
Bank Of Nova Scotia12-31-2020Sbi Cons Discr3,452Increased16.900.00555,000.0027.88160.78Form 13
Tompkins Financial Corp12-31-2020Equities/exchange Traded Funds231Decreased-96.240.0137,000.00-93.85160.17Form 13
Martin & Co Inc /tn/12-31-2020Com99,814Increased0.842.8416,048,000.0010.31160.78Form 13
Kayne Anderson Rudnick Investment Management Llc12-31-2020Sbi Cons Discr280Maintained0.000.0045,000.009.76160.71Form 13
Dimension Capital Management Llc12-31-2020Sbi Cons Discr3,462Maintained0.000.16557,000.000.00160.89Form 13
Adirondack Trust Co12-31-2020Consumer Discretionary735Maintained0.000.07119,000.0010.19161.90Form 13
Nomura Asset Management Co Ltd12-31-2020Sbi Cons Discr6,600Increased60.980.011,061,000.0075.95320.77Form 13
Ameritas Investment Partners, Inc.12-31-2020Com430Increased2.380.0069,000.0013.11160.47Form 13
Vaughan David Investments Llc/il12-31-2020Com9,882Maintained0.000.051,589,000.009.44160.80Form 13
Raymond James & Associates12-31-2020Sbi Cons Discr1,123,258Increased44.860.20180,599,000.0058.46160.78Form 13
Vestor Capital, Llc12-31-2020Etf447Maintained0.000.0172,000.000.00161.07Form 13
Monetary Management Group Inc12-31-2020Com2,645Maintained0.000.14425,000.009.25160.68Form 13
Northwestern Mutual Wealth Management Co12-31-2020Sbi Cons Discr6,084Increased172.580.00978,000.00197.26160.75Form 13
Westwood Holdings Group Inc12-31-2020Sbi Cons Discr2,796Decreased-74.360.01450,000.00-71.93160.94Form 13
Qcm Cayman, Ltd.12-31-2020Sbi Cons Discr1,272Maintained0.000.21205,000.000.00161.16Form 13
Fca Corp /tx12-31-2020Com40,747Decreased-0.052.086,551,000.009.33160.77Form 13
Natixis12-31-2020Sbi Cons Discr350,007New!0.000.2056,292,000.000.00160.83Form 13
Cibc Private Wealth Group, Llc12-31-2020Sbi Cons Discr6,525Increased16.230.001,049,000.0027.15160.77Form 13
Capital Fund Management S.a.12-31-2020Sbi Cons Discr297,572Increased241.309.9947,843,626,000.00273.34482,340.00Form 13
Brown Advisory Inc12-31-2020Sbi Cons Discr5,202Decreased-0.480.00836,000.008.85321.44Form 13
Hbk Sorce Advisory Llc12-31-2020Sbi Cons Discr1,501Decreased-3.290.01241,000.005.70160.56Form 13
Jaffetilchin Investment Partners, Llc12-31-2020Sbi Cons Discr10,385Increased6.820.241,670,000.0016.86160.81Form 13
J.w. Cole Advisors, Inc.12-31-2020Sbi Cons Discr18,955Increased98.590.323,048,000.00117.25160.80Form 13
Ancora Advisors, Llc12-31-2020Indx Fd358Maintained0.000.0058,000.009.43162.01Form 13
Ensign Peak Advisors, Inc12-31-2020Sbi Cons Discr113,201Increased3.910.0418,200,000.0013.66160.78Form 13
Chevy Chase Trust Holdings, Inc.12-31-2020Sbi Cons Discr1,800Decreased-17.240.00289,000.00-9.69160.56Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Sbi Cons Discr594,727Increased16.100.2495,649,000.0026.99160.83Form 13
Johnson Financial Group, Inc.12-31-2020Sbi Cons Discr794Maintained0.000.01128,000.000.00161.21Form 13
Empirical Financial Services, Llc D.b.a. Empirical Wealth Management12-31-2020Sbi Cons Discr2,041Increased27.800.03328,000.0039.57160.71Form 13
Meristem Family Wealth, Llc12-31-2020Sbi Cons Discr1,852Maintained0.000.06298,000.009.56160.91Form 13
Highlander Capital Management, Llc12-31-2020Equities203Maintained0.000.0133,000.0010.00162.56Form 13
Twin Tree Management, Lp12-31-2020Sbi Cons Discr99,902Decreased-55.150.0616,062,000.00-43.54160.78Form 13
Atria Investments Llc12-31-2020Sbi Cons Discr65,855Increased50.850.2610,588,000.0065.02160.78Form 13
Prospera Financial Services Inc12-31-2020Sbi Cons Discr23,414Increased74.610.263,764,000.0090.97160.76Form 13
Strategic Wealth Advisors Group, Llc12-31-2020Sbi Cons Discr61,933Increased217.910.539,958,000.00247.82160.79Form 13
Goelzer Investment Management, Inc.12-31-2020Sbi Cons Discr1,970Increased0.560.03317,000.0010.07160.91Form 13
Hoylecohen, Llc12-31-2020Sbi Cons Discr4,537Increased63.730.08729,000.00105.93160.68Form 13
Regal Investment Advisors Llc12-31-2020Sbi Cons Discr1,835New!0.000.03295,000.000.00160.76Form 13
Hochman Cole Investment Advisors, Inc.12-31-2020Sbi Cons Discr3,878Increased7.909.99624,000.0018.18160.91Form 13
Winfield Associates, Inc.12-31-2020Etf14,070Decreased-14.130.962,262,000.00-6.06160.77Form 13
Personal Capital Advisors Corp12-31-2020Sbi Cons Discr2,918Increased23.590.00469,000.0055.30160.73Form 13
Alpine Global Management, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Main Management Llc12-31-2020Com108,183Increased6.212.2317,394,000.0033.71160.78Form 13
Vontobel Holding Ltd.12-31-2020Sbi Cons Discr2,264Maintained0.000.00364,000.000.00160.78Form 13
Oakworth Capital, Inc.12-31-2020Mutual Fund/sto95,941Increased2026.822.0015,426,000.002,226.70321.62Form 13
Peddock Capital Advisors, Llc12-31-2020Etf350New!0.000.0356,000.000.00160.00Form 13
Waldron Private Wealth Llc12-31-2020Com1,922Maintained0.000.02309,000.0026.12160.77Form 13
Gm Advisory Group, Inc.12-31-2020Sbi Cons Discr102,878Increased6.562.2216,541,000.0016.57160.78Form 13
Winton Group Ltd12-31-2020Sbi Cons Discr146,134Increased5.251.7023,495,000.0015.13160.78Form 13
Maven Securities Ltd12-31-2020Sbi Cons Discr87,783Maintained0.001.4014,123,000.000.00160.89Form 13
Rampart Investment Management Company, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Fiduciary Group Llc12-31-2020Sbi Cons Discr1,715Increased4.890.04292,000.0021.67170.26Form 13
Edmond De Rothschild Holding S.a.12-31-2020Sbi Cons Discr3,190Decreased-7.670.02513,000.000.98327.37Form 13
Cavalier Investments, Llc12-31-2020Com150New!0.000.0124,000.000.00160.00Form 13
Integrated Advisors Network Llc12-31-2020Sbi Cons Discr2,947Increased6.390.05474,000.0016.46160.84Form 13
Zions Bancorporation, N.a.12-31-2020Com234New!0.000.0038,000.000.00162.39Form 13
Cribstone Capital Management, Llc12-31-2020Ef25,582Increased3.682.824,113,000.0013.43160.78Form 13
Wealthsource Partners, Llc12-31-2020Sbi Cons Discr1,723Decreased-0.290.03277,000.009.06160.77Form 13
Wealthcare Advisory Partners Llc12-31-2020Common1,373Decreased-40.870.02221,000.00-35.19160.96Form 13
Cpwm, Llc12-31-2020Equities4,211Increased14.990.06677,000.0044.66160.77Form 13
Main Management Etf Advisors, Llc12-31-2020Com211,470Decreased-0.275.3234,000,000.009.09160.78Form 13
Bdo Wealth Advisors, Llc12-31-2020Sbi Cons Discr1,104Decreased-10.970.03178,000.00-2.20161.23Form 13
Pinnacle Wealth Planning Services, Inc.12-31-2020Etf59New!0.000.009,000.000.00152.54Form 13
Financial Advocates Investment Management12-31-2020Sbi Cons Discr110,272Increased1297.621.2117,716,000.001,427.24160.66Form 13
F3logic, Llc12-31-2020Sbi Cons Discr17,116Decreased-16.560.392,753,000.004.64160.84Form 13
Integrated Wealth Concepts Llc12-31-2020Mf Closed And Mf Open10,372Increased138.490.081,668,000.00200.54160.82Form 13
Rockefeller Capital Management L.p.12-31-2020Sbi Cons Discr85,656Increased10.790.1013,771,000.0039.47321.58Form 13
Change Path, Llc12-31-2020Sbi Cons Discr9,999New!0.000.131,607,000.000.00321.32Form 13
Vista Investment Management12-31-2020Sbi Cons Discr4,004Decreased-11.590.43644,000.00-3.30160.84Form 13
Beacon Pointe Advisors, Llc12-31-2020Sbi Cons Discr5,872Decreased-3.390.06941,000.005.26160.25Form 13
Mount Yale Investment Advisors, Llc12-31-2020Sbi Cons Discr11,232Decreased-3.280.251,806,000.005.80160.79Form 13
Peak6 Investments Llc12-31-2020Sbi Cons Discr307,300New!0.000.1049,408,000.000.00321.58Form 13
Claro Advisors Llc12-31-2020Sbi Cons Discr1,265New!0.000.11203,000.000.00160.47Form 13
Cary Street Partner Investment Advisory Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Wealthbridge Capital Management, Llc12-31-2020Etf1,267Maintained0.000.09204,000.000.00161.01Form 13
Transcend Wealth Collective, Llc12-31-2020Sbi Cons Discr22,942Increased41.030.483,677,000.0076.95160.27Form 13
Clear Creek Financial Management, Llc12-31-2020Sbi Cons Discr4,529Maintained0.000.14728,000.000.00160.74Form 13
Evoke Wealth, Llc12-31-2020Etf215Maintained0.000.0035,000.0029.63162.79Form 13
Mattern Wealth Management Llc12-31-2020Sbi Cons Discr5,129Decreased-3.810.31825,000.005.23160.85Form 13
Texas Capital Bank Wealth Management Services Inc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Regent Peak Wealth Advisors Llc12-31-2020Sbi Cons Discr2,576Maintained0.000.14414,000.009.23160.71Form 13
Cadent Capital Advisors, Llc12-31-2020Sbi Cons Discr20,719New!0.001.643,331,000.000.00160.77Form 13
Charter Oak Capital Management, Llc12-31-2020Sbi Cons Discr568New!0.000.0191,000.000.00160.21Form 13
Disciplined Investments, Llc12-31-2020Etf34Maintained0.000.005,000.000.00147.06Form 13
Qpula Trading Management Lp12-31-2020Sbi Cons Discr5,800New!0.001.67933,000.000.00160.86Form 13
Altus Wealth Group Llc12-31-2020Sbi Cons Discr366New!0.000.0659,000.000.00161.20Form 13
Accretive Wealth Partners, Llc12-31-2020Etf1,897New!0.000.28305,000.000.00160.78Form 13
Insight Advisors, Llc/ Pa12-31-2020Sbi Cons Discr2,108New!0.000.13339,000.000.00160.82Form 13
Midwest Wealth Management Inc.12-31-2020Etf1,897New!0.000.28305,000.000.00160.78Form 13
Lebenthal Global Advisors, Llc12-31-2020Sbi Cons Discr1,095New!0.000.12176,000.000.00160.73Form 13
Oak Family Advisors, Llc12-31-2020Etf7,923New!0.009.991,274,000.000.00160.80Form 13
M&t Bank Corp12-31-2020Sbi Cons Discr8,230Increased15.560.001,323,000.0026.36643.29Form 13
Mml Investors Services, Llc12-31-2020Sbi Cons Discr141,126Increased43.190.2422,690,000.0080.27160.78Form 13
Pnc Financial Services Group, Inc.12-31-2020Sbi Cons Discr141,723Increased0.030.0222,787,000.0025.92964.37Form 13
Stifel Financial Corp12-31-2020Sbi Cons Discr354,725Increased10.810.1057,033,000.0021.21803.63Form 13
American Century Companies Inc12-31-2020Sbi Cons Discr7,449Decreased-7.330.001,198,000.0016.65160.83Form 13
Affinity Wealth Management Llc12-31-2020Equity102,741New!0.003.6117,131,000.000.00166.74Form 13
Ameriprise Financial Inc12-31-2020Com1,717,026Increased59.090.10275,812,000.00100.10481.97Form 13
Johnson Investment Counsel Inc12-31-2020Common Equity11,734Increased1.480.031,887,000.0027.76160.81Form 13
Credit Suisse Ag/12-31-2020Sbi Cons Discr264,656Increased240.160.0242,551,000.00328.25964.42Form 13
Montag A & Associates Inc12-31-2020Sbi Cons Discr2,903Decreased-10.070.03467,000.00-1.48160.87Form 13
Banco Bilbao Vizcaya Argentaria, S.a.12-31-2020Exchange Traded Fund19,420Increased3.720.073,122,000.0013.44160.76Form 13
Mercer Global Advisors Inc /adv12-31-2020Sbi Cons Discr2,139Decreased-3.170.00344,000.005.85160.82Form 13
Goldman Sachs Group Inc12-31-2020Cmn2,343,300Increased139.680.09376,755,000.00201.74803.85Form 13
Wolverine Trading, Llc12-31-2020Sbi Cons Discr455,579Increased99.040.1173,207,000.00153.64482.04Form 13
Bank Of Montreal /can/12-31-2020Sbi Cons Discr344,745Increased129.760.0357,104,000.00158.12992.99Form 13
Manufacturers Life Insurance Company, The12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Parametric Portfolio Associates Llc12-31-2020Etf13,796Increased0.810.002,218,000.0010.29160.77Form 13
Bokf, Na12-31-2020Sbi Cons Discr2,895Decreased-12.910.01465,000.00-4.91321.05Form 13
Royal Bank Of Canada12-31-2020Sbi Cons Discr2,177,985Increased32.030.11350,177,000.0044.421,925.89Form 13
Temasek Holdings (private) Ltd12-31-2020Sbi Cons Discr106,595Decreased-29.720.0717,138,000.00-23.13160.78Form 13
Mai Capital Management12-31-2020Ee5,457New!0.000.02877,000.000.00160.71Form 13
Peapack Gladstone Financial Corp12-31-2020Sbi Cons Discr55,769Increased31.480.268,967,000.0043.82321.64Form 13
Td Asset Management Inc12-31-2020Sbi Cons Discr150,000Decreased-39.520.0324,117,000.00-33.84160.78Form 13
Chilton Capital Management Llc12-31-2020Sbi Cons Discr5,316Decreased-0.020.06855,000.009.48160.84Form 13
Aristeia Capital Llc12-31-2020Sbi Cons Discr9,000Maintained0.000.041,446,000.009.38321.34Form 13
Colony Group Llc12-31-2020Etf4,086Decreased-5.020.02657,000.003.96160.79Form 13
Jefferies Group Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
First Foundation Advisors12-31-2020Sbi Cons Discr3,688Maintained0.000.03593,000.009.41160.79Form 13
Massmutual Trust Co Fsb/adv12-31-2020Exchange Traded Fund290Maintained0.000.0047,000.009.30162.07Form 13
Paloma Partners Management Co12-31-2020Sbi Cons Discr39,867Decreased-32.480.176,410,000.00-26.14160.78Form 13
Nations Financial Group Inc, /ia/ /adv12-31-2020Etf10,239Increased10.360.431,646,000.0020.67160.76Form 13
Zurich Insurance Group Ltd/fi12-31-2020Sbi Cons Discr78,790Decreased-10.650.2013,299,000.002.60168.79Form 13
Prudential Financial Inc12-31-2020Sbi Cons Discr9,261Increased123.160.001,489,000.00144.10321.56Form 13
Northern Oak Wealth Management Inc12-31-2020Sbi Cons Discr2,792Increased418.960.06449,000.00468.35160.82Form 13
Wedbush Securities Inc12-31-2020Com5,200Decreased-15.800.07836,000.00-7.93160.77Form 13
Nomura Holdings Inc12-31-2020Cmn30,000Decreased-80.870.004,824,000.00-79.08321.60Form 13
Leuthold Group, Llc12-31-2020Sbi Cons Discr8,310Increased4.190.181,336,000.0013.99160.77Form 13
Two Sigma Investments, Lp12-31-2020Sbi Cons Discr802,540Decreased-30.760.37129,032,000.00-24.26160.78Form 13
Mount Lucas Management Lp12-31-2020Etp59,187Decreased-42.572.009,516,000.00-37.18160.78Form 13
Balyasny Asset Management Llc12-31-2020Sbi Cons Discr64,000New!0.000.0710,290,000.000.00321.58Form 13
Hilltop Holdings Inc.12-31-2020Sbi Cons Discr3,983Decreased-88.700.09640,000.00-87.65160.68Form 13
Cohen & Steers, Inc.12-31-2020Com87,597Maintained0.000.0314,084,000.009.39160.78Form 13
Marshall Wace, Llp12-31-2020Equity Option67,839Decreased-85.380.0610,907,000.00-84.00321.55Form 13
Stadion Money Management, Llc12-31-2020Sbi Cons Discr135,540Maintained0.000.7921,792,000.000.00160.78Form 13
Altshuler Shaham Ltd12-31-2020Sbi Cons Discr12,837Increased38.210.042,064,000.0051.21160.79Form 13
Headinvest, Llc12-31-2020Com1,947Increased5.930.06286,000.00-3.38146.89Form 13
Mariner, Llc12-31-2020Sbi Cons Discr21,654Increased4.140.033,482,000.0013.94160.80Form 13
Prelude Capital Management, Llc12-31-2020Sbi Cons Discr10,200Increased363.640.041,640,000.00407.74321.55Form 13
Walleye Trading Llc12-31-2020Sbi Cons Discr63,772Increased1494.300.0510,253,000.001,643.71482.33Form 13
Bank Of New York Mellon Corp12-31-2020Sbi0Liquidated!-100.000.000.000.000.00Form 13
L & S Advisors Inc12-31-2020Com3,882Increased46.380.07624,000.0060.00160.74Form 13
Manchester Capital Management Llc12-31-2020Sbi Cons Discr2,325Decreased-30.600.06374,000.00-23.98160.86Form 13
J. Goldman & Co Lp12-31-2020Sbi Cons Discr27,952New!0.000.234,494,000.000.00160.78Form 13
First Republic Investment Management, Inc.12-31-2020Sbi Cons Discr88,983Increased3.730.0514,307,000.0013.48160.78Form 13
Macquarie Group Ltd12-31-2020Sbi Cons Discr11,890Maintained0.000.001,912,000.009.38160.81Form 13
Putnam Investments Llc12-31-2020Exchange Traded Funds83,274Decreased-16.930.0213,389,000.00-9.12321.67Form 13
Citadel Advisors Llc12-31-2020Sbi Cons Discr2,554,440Increased93.390.11410,703,000.00111.551,003.90Form 13
Atlas Capital Advisors Llc12-31-2020Us Large Cap16,870Increased10.639.992,712,358,000.0021.02160,779.96Form 13
1607 Capital Partners, Llc12-31-2020Sbi Cons Discr14,400New!0.000.122,315,000.000.00160.76Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020Sbi Cons Discr73,899Decreased-8.750.7111,882,000.00-0.18160.79Form 13
Susquehanna International Group, Llp12-31-2020Sbi Cons Discr3,627,545Increased9.270.10583,236,000.0019.53482.34Form 13
Moore Capital Management, Lp12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Two Sigma Securities, Llc12-31-2020Sbi Cons Discr80,700Increased22.840.3012,975,000.0034.39321.55Form 13
Benjamin Edwards Inc12-31-2020Sbi Cons Discr2,459Increased0.570.31395,000.0010.03160.63Form 13
Brown Brothers Harriman & Co12-31-2020Common Stock218Increased89.570.0035,000.00105.88160.55Form 13
Flow Traders U.s. Llc12-31-2020Etp21,265Decreased-19.020.233,419,000.00-11.42160.78Form 13
Psagot Investment House Ltd.12-31-2020Sbi Cons Discr129,244Decreased-28.630.4820,780,000.00-21.93160.78Form 13
Freestone Capital Holdings, Llc12-31-2020Sbi Cons Discr56Increased36.590.009,021,000.0049.55161,089.29Form 13
Hrt Financial Lp12-31-2020Bi Cons Discr131,735Increased98.790.4321,180,000.00117.45160.78Form 13
Two Sigma Advisers, Lp12-31-2020Sbi Cons Discr1,383,000Increased23.900.59222,359,000.0035.54160.78Form 13
Evercore Wealth Management, Llc12-31-2020Sbi Cons Discr7,000Decreased-1.510.031,126,000.007.75321.76Form 13
Hap Trading, Llc12-31-2020Sbi Cons Discr168,798New!0.000.4515,429,000.000.00167.43Form 13
Homrich & Berg12-31-2020Sbi Cons Discr5,607Increased39.550.03902,000.0052.62160.87Form 13
Pathstone Family Office, Llc12-31-2020Sbi Cons Discr69,908Decreased-0.900.4611,240,000.008.42160.78Form 13
Captrust Financial Advisors12-31-2020Etf9,091Increased170.650.021,462,000.00192.40160.82Form 13
Hall Kathryn A.12-31-2020Sbi Cons Discr12,662Decreased-4.310.712,036,000.004.68160.80Form 13
Parallax Volatility Advisers, L.p.12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Parallax Volatility Advisers, L.p.12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Pinebridge Investments, L.p.12-31-2020Com4,800Maintained0.000.01772,000.0025.94160.83Form 13
Tower Research Capital Llc (trc)12-31-2020Sbi Cons Discr20,390Increased37659.260.103,278,000.0040,875.00321.37Form 13
Moneda S.a. Administradora General De Fondos12-31-2020Sbi Cons Discr114,303,252Increased1405325.450.661,539,000.0028.790.01Form 13
Independent Order Of Foresters12-31-2020Exchange Traded Fund11,890Maintained0.001.121,912,000.009.38160.81Form 13
Buckingham Strategic Wealth, Llc12-31-2020Sbi Cons Discr3,797Decreased-12.650.03610,000.00-4.54160.65Form 13
Capula Management Ltd12-31-2020Sbi Cons Discr153,600New!0.001.2324,696,000.000.00321.61Form 13
Btg Pactual Global Asset Management Ltd12-31-2020Sbi Cons Discr22,500New!0.000.503,618,000.000.00160.80Form 13
High Falls Advisors, Inc12-31-2020Sbi Cons Discr4,925Maintained0.000.23792,000.000.00160.81Form 13
Rpg Family Wealth Advisory, Llc12-31-2020Common Stock3,635Decreased-0.039.99584,435,000.009.36160,779.92Form 13
Fernwood Investment Management, Llc12-31-2020Etf3,273Maintained0.000.21526,000.009.36160.71Form 13
Advisory Alpha, Llc12-31-2020Sbi Cons Discr38,750Increased4354.021.276,230,000.004,655.73160.77Form 13
Fullerton Fund Management Co Ltd.12-31-2020Sbi Cons Discr181,733Decreased-21.922.1529,219,000.00-14.59160.78Form 13
Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.p.12-31-2020Sbi Cons Discr41,475Increased2.341.516,668,000.0011.95160.77Form 13
Toroso Investments, Llc12-31-2020Sbi Cons Discr4,370Increased13.330.05702,000.0024.03160.64Form 13
Fintrust Capital Advisors, Llc12-31-2020Sbi Cons Discr703Maintained0.000.04113,000.009.71160.74Form 13
Capital Analysts, Llc12-31-2020Sbi Cons Discr394Decreased-61.070.0163,000.00-57.72159.90Form 13
Man Group Plc12-31-2020Sbi Cons Discr2,630Decreased-59.780.00423,000.00-55.98321.32Form 13
River Wealth Advisors Llc12-31-2020Sbi Cons Discr3,162Decreased-9.530.11508,000.00-1.17160.66Form 13
Squarepoint Ops Llc12-31-2020Sbi Cons Discr261,397Increased10457.230.3142,027,000.0011,445.88482.34Form 13
Pensionmark Financial Group, Llc12-31-2020Sbi Cons Discr2,741Increased20.110.12467,000.0042.38170.38Form 13
Ciovacco Capital Management Llc12-31-2020Sbi Cons Discr38,120New!0.005.276,129,000.000.00160.78Form 13
Rokos Capital Management Llp12-31-2020Sbi Cons Discr791,300Decreased-3.502.78127,098,000.0022.08321.24Form 13
Vivaldi Capital Management, Llc12-31-2020Sbi Cons Discr1,376New!0.000.05221,000.000.00160.61Form 13
Pinz Capital Management, Lp12-31-2020Sbi Cons Discr22,900New!0.001.673,682,000.000.00160.79Form 13
Shepherd Financial Partners Llc12-31-2020Sbi Cons Discr6,572Increased2.770.241,056,000.0012.34160.68Form 13
Greenline Partners, Llc12-31-2020Sbi Cons Discr1,308New!0.000.05210,000.000.00160.55Form 13
Belpointe Asset Management Llc12-31-2020Sbi Cons Discr8,813Decreased-7.370.131,417,000.0016.63160.79Form 13
Wealthshield Partners, Llc12-31-2020Sbi Cons Discr27,290Increased5669.560.814,388,000.006,168.57160.79Form 13
Qube Research & Technologies Ltd12-31-2020Sbi Cons Discr246,039Increased266.830.5639,558,000.00301.28160.78Form 13
55i, Llc12-31-2020Sbi Cons Discr18,038Decreased-7.740.222,900,000.000.90160.77Form 13
Titus Wealth Management12-31-2020Com5,630Increased0.180.56905,000.009.56160.75Form 13
Exoduspoint Capital Management, Lp12-31-2020Sbi Cons Discr40,771New!0.000.066,555,000.000.00160.78Form 13
Atom Investors Lp12-31-2020Sbi Cons Discr17,162New!0.000.282,759,000.000.00160.76Form 13
First National Bank Of South Miami12-31-2020Mutual Fund/sto1,521Decreased-0.390.21245,000.009.38161.08Form 13
Sofos Investments, Inc.12-31-2020Mutfdetf41Maintained0.000.007,000.000.00170.73Form 13
Principle Wealth Partners Llc12-31-2020Etf1,644Maintained0.000.03264,000.000.00160.58Form 13
Lee Capital Holdings Llc12-31-2020Sbi Cons Discr1,272Maintained0.000.12205,000.000.00161.16Form 13
Cooper Financial Group12-31-2020Sbi Cons Discr8,539New!0.000.281,373,000.000.00160.79Form 13
Innealta Capital, Llc12-31-2020Sbi Cons Discr57,123Increased1.035.419,184,000.0010.50160.78Form 13
Centric Wealth Management12-31-2020Sbi Cons Discr8,796New!0.000.421,414,000.000.00160.75Form 13
Kore Private Wealth Llc12-31-2020Sbi Cons Discr48,552Increased22.081.207,806,000.0053.69160.78Form 13
Susquehanna International Group Ltd.12-31-2020Sbi Cons Discr10,892Maintained0.001.041,751,000.000.00160.76Form 13
Private Portfolio Partners Llc12-31-2020Sbi Cons Discr1,558Increased14.730.09250,000.0025.00160.46Form 13
Aspire Private Capital, Llc12-31-2020Sbi Cons Discr42,156New!0.002.596,778,000.000.00160.78Form 13
Global Wealth Management Investment Advisory, Inc.12-31-2020Sbi Cons Discr53Maintained0.000.009,000.0012.50169.81Form 13
Inscription Capital, Llc12-31-2020Etf3,927Increased27.210.24631,000.0038.99160.68Form 13
Meridian Wealth Advisors, Llc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Bcj Capital Management, Llc12-31-2020Sbi Cons Discr Etf33,498Decreased-10.950.705,386,000.00-2.59160.79Form 13
Candlestick Capital Management Lp12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Elliott Investment Management L.p.12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Kingsview Wealth Management, Llc12-31-2020Sbi Cons Discr6,704Increased10.210.081,078,000.0020.58160.80Form 13
Pacitti Group Inc.12-31-2020Sbi Consumer Discretionary Etf1,171Increased16.870.14188,000.009.94160.55Form 13
Kathmere Capital Management, Llc12-31-2020Sbi Cons Discr748Decreased-0.270.03120,000.009.09160.43Form 13
Laidlaw Wealth Management Llc12-31-2020Sbi Cons Discr12,417Increased129.480.421,996,000.00151.07160.75Form 13
Mission Creek Capital Partners, Inc.12-31-2020Sbi Cons Discr4,231Increased4.680.21680,000.0031.78160.72Form 13
Silversage Advisors12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Harrell Investment Partners, Llc12-31-2020Sbi Cons Discr47,932Increased41.692.967,706,000.0078.67160.77Form 13
Visionary Wealth Advisors12-31-2020Sbi Cons Discr1,907Decreased-0.100.03307,000.009.25160.99Form 13
Carolinas Wealth Consulting Llc12-31-2020Sbi Cons Discr566Maintained0.000.0291,000.009.64160.78Form 13
Keebeck Wealth Management, Llc12-31-2020Sbi Cons Discr90,646Decreased-1.282.5414,574,000.0024.29482.25Form 13
Concord Wealth Partners12-31-2020Sbi Cons Discr249New!0.000.0340,000.000.00160.64Form 13
Signature Wealth Management Partners, Llc12-31-2020Sbi Cons Discr6,960New!0.001.121,119,000.000.00160.78Form 13
Source Financial Advisors Llc12-31-2020Sbi Cons Discr6,706New!0.000.291,078,000.000.00160.75Form 13
Ten Capital Wealth Advisors, Llc12-31-2020Etf43,362Decreased-0.601.956,972,000.008.73160.79Form 13
Constitution Capital Llc12-31-2020Sbi Cons Discr14,853New!0.001.702,388,000.000.00160.78Form 13
Green Harvest Asset Management Llc12-31-2020Sbi Cons Discr64,468New!0.003.4610,521,000.000.00330.67Form 13
Interchange Capital Partners, Llc12-31-2020Sbi Cons Discr653New!0.000.06104,000.000.00159.26Form 13
Oxler Private Wealth Llc12-31-2020Sbi Cons Discr3,785New!0.000.34608,000.000.00160.63Form 13
True Link Financial Advisors, Llc12-31-2020Cs1,205New!0.000.0142,000.000.0034.85Form 13
Glenmede Trust Co Na12-31-2020Sbi Cons Discr22,429Decreased-5.720.023,605,000.003.12321.42Form 13
Thrivent Financial For Lutherans12-31-2020Sbi Cons Discr17,622Decreased-45.070.002,833,000.00-39.92321.53Form 13
Pfs Investments Inc.12-31-2020Etf - E0Liquidated!-100.000.000.000.000.00Form 13
Fifth Third Bancorp12-31-2020Sbi Cons Discr27,449Decreased-2.320.024,413,000.006.85160.77Form 13
First Commonwealth Financial Corp /pa/12-31-2020Sbi Cons Discr3,050Maintained0.000.21490,000.009.38160.66Form 13
First Manhattan Co12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Resources Management Corp /ct/ /adv12-31-2020Equity Etf1,133Decreased-0.870.03182,000.008.33160.64Form 13
Tocqueville Asset Management L.p.12-31-2020Sbi Cons Discr19,165Increased0.500.053,081,000.0026.53160.76Form 13
Morgan Stanley12-31-2020Sbi Cons Discr4,232,199Increased33.840.10680,453,000.0068.50482.34Form 13
Barings Llc12-31-2020Sbi Cons Discr7,818New!0.000.031,257,000.000.00160.78Form 13
Tudor Investment Corp Et Al12-31-2020Common Stock1,436New!0.000.01231,000.000.00160.86Form 13
Df Dent & Co Inc12-31-2020Etfs1,431New!0.000.00230,000.000.00160.73Form 13
State Street Corp12-31-2020Sbi Cons Discr950,780Increased92.220.01152,866,000.00110.26160.78Form 13
Ameritas Investment Company, Llc12-31-2020Sbi Cons Discr12,951Increased205.810.402,081,000.00284.66160.68Form 13
1832 Asset Management L.p.12-31-2020Sbi Cons Discr3,703Decreased-43.940.00597,000.00-28.93161.22Form 13
Deutsche Bank Ag\12-31-2020Sbi Cons Discr6,047Increased120.610.00973,000.00142.04643.29Form 13
Financial Architects, Inc12-31-2020Sbi Cons Discr6,257Increased196.120.191,006,000.00223.47160.78Form 13
Baker Avenue Asset Management, Lp12-31-2020Etf91,873Decreased-1.891.0114,771,000.007.32160.78Form 13
Advisor Partners Llc12-31-2020Sbi Cons Discr4,436Increased24.120.05713,000.0035.81160.73Form 13
United Capital Financial Advisers, Llc12-31-2020Exchange Traded Fund34,112Decreased-64.470.035,485,000.00-61.14160.79Form 13
Nelson Roberts Investment Advisors, Llc12-31-2020Sbi Cons Discr11,153Decreased-35.300.391,793,000.00-29.24160.76Form 13
Cetera Advisors Llc12-31-2020Sbi Cons Discr37,314Increased63.010.195,999,000.00105.23160.77Form 13
Cetera Advisor Networks Llc12-31-2020Sbi Cons Discr126,343Increased50.270.4720,313,000.0089.17160.78Form 13
Jane Street Group, Llc12-31-2020Com3,883,400Decreased-7.000.31624,373,000.001.73321.56Form 13
Cetera Investment Advisers12-31-2020Sbi Cons Discr34,861Increased239.840.115,605,000.00327.86160.78Form 13
Ambassador Advisors, Llc12-31-2020Sbi Cons Discr194Increased546.670.0131,000.00675.00159.79Form 13
Worth Venture Partners, Llc12-31-2020Sbi Cons Discr2,755Decreased-21.910.35443,000.00-14.64160.80Form 13
Iht Wealth Management, Llc12-31-2020Sbi Cons Discr24,383Increased7.490.333,920,000.0017.58160.77Form 13
Truvestments Capital Llc12-31-2020Sbi Cons Discr1,716Increased0.350.19275,000.0026.15160.26Form 13
Prestige Wealth Management Group Llc12-31-2020Sbi Cons Discr4,114Increased779.060.18661,000.001,001.67160.67Form 13
First Wilshire Securities Management Inc12-31-2020Sbi Cons Discr3,123Increased9.580.20502,000.0037.91160.74Form 13
Salem Investment Counselors Inc12-31-2020Sbi Cons Discr0Liquidated!-100.000.000.000.000.00Form 13
Ep Wealth Advisors, Llc12-31-2020Sbi Cons Discr32,220Decreased-5.190.185,180,000.003.70160.77Form 13
Us Financial Advisors, Llc12-31-2020Sbi Cons Discr1,688New!0.000.08271,000.000.00160.55Form 13
Symmetry Partners, Llc12-31-2020Etf44,961Increased127.900.567,231,000.00149.26160.83Form 13
Pacific Center For Financial Services12-31-2020Sbi Cons Discr392Increased26.450.0263,000.0036.96160.71Form 13
Capital Advisory Group Advisory Services, Llc12-31-2020Sbi Cons Discr30New!0.000.005,000.000.00166.67Form 13
Eudaimonia Partners, Llc12-31-2020Exchange Traded Funds189New!0.000.0130,000.000.00158.73Form 13
Safeguard Investment Advisory Group, Llc12-31-2020Sbi Cons Discr708New!0.000.10113,000.000.00159.60Form 13
Strategic Wealth Management Inc12-31-2020Sbi Cons Discr34,503Decreased-9.033.415,547,000.00-0.48160.77Form 13
Truist Financial Corp12-31-2020Sbi Cons Discr1,287,264New!0.000.39206,965,000.000.00642.17Form 13
Orleans Capital Management Corp/la12-31-2020Com32,510Increased1.703.765,227,000.0011.26160.78Form 13
Albion Financial Group /ut12-31-2020Sbi Cons Discr1,281New!0.000.02206,000.000.00160.81Form 13
Kcm Investment Advisors Llc12-31-2020Sbi Cons Discr173,216Increased1.441.3427,850,000.0010.97160.78Form 13
Rehmann Capital Advisory Group12-31-2020Sbi Cons Discr6,885Increased5.000.121,102,217,000.0014.35160,089.62Form 13
Intercontinental Wealth Advisors, Llc12-31-2020Sbi Cons Discr1,500Maintained0.000.06241,000.0033.15160.67Form 13
Berman Capital Advisors, Llc12-31-2020Etf576Maintained0.000.0292,000.000.00159.72Form 13
Colonial River Wealth Management, Llc12-31-2020Etf1,198New!0.000.09206,000.000.00171.95Form 13
Round Rock Advisors, Llc12-31-2020Sbi Cons Discr3,231New!0.000.48519,000.000.00160.63Form 13
Jpmorgan Chase & Co12-31-2020Fund2,210,505Maintained0.000.04355,404,000.000.001,125.73Form 13
Fulcrum Equity Management12-31-2020Sbi Cons Discr5,415Decreased-10.860.35871,000.00-2.46160.85Form 13
West Financial Advisors, Llc12-31-2020Sbi Cons Discr3,257Increased12.820.19524,000.00-99.86160.88Form 13
Intrack Investment Management Inc12-31-2020Sbi Cons Discr2,888New!0.000.46464,000.000.00160.66Form 13
Purus Wealth Management, Llc12-31-2020Sbi Cons Discr5,232New!0.000.75841,000.000.00160.74Form 13
Bank Julius Baer & Co. Ltd, Zurich12-31-2020Sbi Cons Discr7,563Decreased-0.030.011,216,000.000.00160.78Form 13
Broadleaf Partners, Llc12-31-2020Etf1,316New!0.000.08212,000.000.00161.09Form 13
Front Row Advisors Llc12-31-2020Etf105Maintained0.000.0117,000.0030.77161.90Form 13
Elevated Capital Advisors, Llc12-31-2020Sbi Cons Discr2,760New!0.000.19444,000.000.00160.87Form 13
Hsbc Holdings Plc12-31-2020Sbi Cons Discr22,526Maintained0.000.003,622,000.000.00643.26Form 13
Avitas Wealth Management Llc12-31-2020Sbi Cons Discr5,298Decreased-1.080.17852,000.008.26160.82Form 13
Rmr Wealth Builders12-31-2020Sbi Cons Discr177New!0.000.0128,000.000.00158.19Form 13
Laird Norton Trust Company, Llc12-31-2020Etf1,300New!0.000.02209,000.000.00160.77Form 13
Doheny Asset Management /ca12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Doheny Asset Management /ca12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Main Street Financial Solutions, Llc12-31-2020Sbi Cons Discr2,036New!0.000.07327,000.000.00160.61Form 13
Sage Mountain Advisors Llc12-31-2020Sbi Cons Discr220Maintained0.000.0135,000.000.00159.09Form 13
Formulafolio Investments, Llc12-31-2020Sbi Cons Discr15,331New!0.000.052,465,000.000.00160.79Form 13
Capital Asset Advisory Services Llc12-31-2020Sbi Cons Discr561Increased66.470.0290,000.0083.67160.43Form 13