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Apple Inc COM

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
CIBC World Markets Corp
NEW
Shares1,596,248
Change+1,596,248
Value$180.5K
Filed 2016-11-14
HL Financial Services LLC
INCREASED
Shares1,362,367 from 1,328,086
Change+34,281 (+3%)
Value$154.0K (+$27.1K)
Filed 2016-10-25
Tesco Pension Investment Ltd
NEW
Shares1,196,491
Change+1,196,491
Value$135.3M
Filed 2016-10-21
Forsta Ap-Fonden
NEW
Shares707,786
Change+707,786
Value$80.0K
Filed 2016-12-09
Jupiter Asset Management LTD
DECREASED
Shares568,825 from 584,525
Change-15,700 (-3%)
Value$64.3K (+$8.4K)
Filed 2016-11-14
Braun Stacey Associates Inc
DECREASED
Shares395,564 from 399,229
Change-3,665 (-1%)
Value$44.7K (+$6.6K)
Filed 2016-11-29
Parsons Capital Management Inc
NEW
Shares366,137
Change+366,137
Value$41.4K
Filed 2016-11-04
Dana Investment Advisors, Inc.
DECREASED
Shares364,153 from 405,517
Change-41,364 (-10%)
Value$41.2K (+$2.4K)
Filed 2016-11-15
Destination Wealth Management
INCREASED
Shares337,014 from 326,294
Change+10,720 (+3%)
Value$38.1K (+$6.9K)
Filed 2016-11-14
Denver Investment Advisors LLC
DECREASED
Shares316,148 from 316,448
Change-300 (0%)
Value$35.7K (+$5.5K)
Filed 2016-11-10
Westwood Holdings Group Inc
NEW
Shares306,685
Change+306,685
Value$34.7K
Filed 2016-11-15
Northeast Investment Management
NEW
Shares297,138
Change+297,138
Value$33.6K
Filed 2016-11-01
ZWJ Investment Counsel Inc
DECREASED
Shares214,899 from 218,739
Change-3,840 (-2%)
Value$24.3K (+$3.4K)
Filed 2016-11-14
Mariner, LLC
NEW
Shares199,489
Change+199,489
Value$22.6K
Filed 2016-11-14
Valley Wealth Managers, Inc.
NEW
Shares174,398
Change+174,398
Value$19.7K
Filed 2016-11-09
Alexandria Capital, LLC
DECREASED
Shares169,441 from 224,189
Change-54,748 (-24%)
Value$19.2K (-$2.3K)
Filed 2016-11-15
Alerus Financial NA
INCREASED
Shares160,263 from 152,698
Change+7,565 (+5%)
Value$18.1K (+$3.5K)
Filed 2016-11-10
Wade G W & Inc
NEW
Shares148,360
Change+148,360
Value$16.8K
Filed 2016-11-01
Tower Bridge Advisors
INCREASED
Shares145,842 from 142,268
Change+3,574 (+3%)
Value$16.5M (+$2.9M)
Filed 2016-10-27
Bedrijfstakpensioenfonds Voor de Media PNO
DECREASED
Shares137,820 from 357,820
Change-220,000 (-61%)
Value$15.6K (-$18.6K)
Filed 2016-10-31
Estabrook Capital Management
NEW
Shares122,801
Change+122,801
Value$13.9M
Filed 2016-11-14
Hudson Edge Investment Partners Inc.
NEW
Shares120,186
Change+120,186
Value$13.6K
Filed 2016-11-08
Fairbanks Capital Management, Inc.
DECREASED
Shares113,712 from 116,487
Change-2,775 (-2%)
Value$12.9K (+$1.7K)
Filed 2016-10-17
Horan Capital Management
INCREASED
Shares111,943 from 108,050
Change+3,893 (+4%)
Value$12.7K (+$2.3K)
Filed 2016-10-27
Rail-Splitter Capital Management, LLC
NEW
Shares108,915
Change+108,915
Value$12.3K
Filed 2016-10-27
Beacon Trust Co
NEW
Shares108,408
Change+108,408
Value$12.3K
Filed 2016-11-10
Paradigm Financial Advisors, LLC
INCREASED
Shares101,510 from 101,435
Change+75 (+0%)
Value$11.5K (+$1.8K)
Filed 2016-10-25
Hendershot Investments Inc.
DECREASED
Shares92,473 from 94,398
Change-1,925 (-2%)
Value$10.5K (+$1.4K)
Filed 2016-11-01
Convergence Investment Partners, LLC
NEW
Shares91,411
Change+91,411
Value$10.3K
Filed 2016-11-10
Fulton Breakefield Broenniman LLC
DECREASED
Shares91,071 from 91,453
Change-382 (0%)
Value$10.3K (+$1.6K)
Filed 2016-10-27
HighPoint Advisor Group LLC
DECREASED
Shares88,789 from 94,413
Change-5,624 (-6%)
Value$9.8K (-$511)
Filed 2016-11-21
Braver Wealth Management, LLC
NEW
Shares82,351
Change+82,351
Value$9.3K
Filed 2016-10-26
IQ EQ Fund Management (Ireland) Ltd
DECREASED
Shares81,599 from 87,599
Change-6,000 (-7%)
Value$9.9K (+$814)
Filed 2016-11-14
Stonebridge Capital Management Inc
DECREASED
Shares76,341 from 82,013
Change-5,672 (-7%)
Value$8.6K (+$789)
Filed 2016-10-17
BAR Harbor Wealth Management
INCREASED
Shares74,638 from 73,577
Change+1,061 (+1%)
Value$8.4K (+$1.4K)
Filed 2016-10-14
WealthTrust Fairport, LLC
DECREASED
Shares71,651 from 73,679
Change-2,028 (-3%)
Value$8.1K (+$1.1K)
Filed 2016-11-02
M Holdings Securities, Inc.
INCREASED
Shares65,885 from 60,583
Change+5,302 (+9%)
Value$7.4K (+$1.7K)
Filed 2016-11-23
CenturyLink Investment Management Co
DECREASED
Shares65,128 from 69,470
Change-4,342 (-6%)
Value$7.4K (+$722)
Filed 2016-10-12
Morris Capital Advisors, LLC
DECREASED
Shares64,666 from 71,055
Change-6,389 (-9%)
Value$7.3K (+$517)
Filed 2016-11-14
SignalPoint Asset Management, LLC
NEW
Shares61,097
Change+61,097
Value$6.9K
Filed 2016-11-01
Security National Trust Co
DECREASED
Shares57,191 from 57,302
Change-111 (0%)
Value$6.5K (+$987)
Filed 2016-10-25
Valley National Advisers Inc
NEW
Shares57,182
Change+57,182
Value$6.5K
Filed 2016-11-01
Atlantic Union Bankshares Corp
INCREASED
Shares49,542 from 48,991
Change+551 (+1%)
Value$5.6K (+$918)
Filed 2016-10-14
Pbwm Holdings, LLC
INCREASED
Shares47,809 from 45,214
Change+2,595 (+6%)
Value$5.4K (+$1.1K)
Filed 2016-11-04
Trust Co
NEW
Shares45,152
Change+45,152
Value$5.1K
Filed 2016-10-19
Eagle Capital Management, LLC
INCREASED
Shares40,820 from 39,571
Change+1,249 (+3%)
Value$4.6K (+$832)
Filed 2016-10-20
Trust Co of Oklahoma
INCREASED
Shares40,741 from 40,595
Change+146 (+0%)
Value$4.6M (+$724.9K)
Filed 2016-10-07
Barrington Strategic Wealth Management Group LLC
NEW
Shares39,989
Change+39,989
Value$4.5K
Filed 2016-11-14
Keel Point, LLC
NEW
Shares38,985
Change+38,985
Value$4.4K
Filed 2016-11-15
RiverPoint Capital Management, LLC
NEW
Shares38,522
Change+38,522
Value$4.4K
Filed 2016-11-10
Macnealy Hoover Investment Management Inc
DECREASED
Shares36,475 from 37,085
Change-610 (-2%)
Value$4.1K (+$579)
Filed 2016-10-11
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
INCREASED
Shares33,547 from 33,513
Change+34 (+0%)
Value$3.8K (+$589)
Filed 2016-11-14
Reliant Investment Management, LLC
DECREASED
Shares33,241 from 33,341
Change-100 (0%)
Value$3.8K (+$571)
Filed 2016-11-16
Waldron Private Wealth LLC
DECREASED
Shares33,084 from 34,008
Change-924 (-3%)
Value$3.7K (+$489)
Filed 2016-11-14
Beacon Financial Group
DECREASED
Shares31,951 from 36,937
Change-4,986 (-13%)
Value$3.6K (+$97)
Filed 2016-10-03
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares28,700 from 508,489
Change-479,789 (-94%)
Value$3.2K (-$45.4K)
Filed 2016-11-09
Capital Advantage, Inc.
DECREASED
Shares27,932 from 28,459
Change-527 (-2%)
Value$3.2K (+$437)
Filed 2016-11-02
Riggs Asset Managment Co. Inc.
INCREASED
Shares27,853 from 4,300
Change+23,553 (+548%)
Value$3.1K (+$2.7K)
Filed 2016-11-10
Ifrah Financial Services, Inc.
NEW
Shares27,171
Change+27,171
Value$3.1K
Filed 2016-11-07
Sterling Investment Management, LLC
DECREASED
Shares27,074 from 27,600
Change-526 (-2%)
Value$3.1K (+$422)
Filed 2016-10-25
Kingfisher Capital LLC
DECREASED
Shares26,965 from 28,039
Change-1,074 (-4%)
Value$3.0K (+$367)
Filed 2016-11-15
Tanaka Capital Management Inc
DECREASED
Shares26,291 from 26,321
Change-30 (0%)
Value$3.0K (+$456)
Filed 2016-11-15
Nelson Capital Management, LLC
INCREASED
Shares25,540 from 22,548
Change+2,992 (+13%)
Value$2.9K (+$731)
Filed 2016-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares25,354 from 26,039
Change-685 (-3%)
Value$2.9K (+$377)
Filed 2016-10-18
Ariel Capital Advisors, LLC
DECREASED
Shares24,838 from 26,045
Change-1,207 (-5%)
Value$2.8K (+$318)
Filed 2016-10-26
Bank Hapoalim BM
DECREASED
Shares24,398 from 48,503
Change-24,105 (-50%)
Value$2.8K (-$1.9K)
Filed 2016-11-09
Fiduciary Financial Services of the Southwest Inc
NEW
Shares24,387
Change+24,387
Value$2.8K
Filed 2016-11-09
Partnervest Advisory Services LLC
DECREASED
Shares23,967 from 28,647
Change-4,680 (-16%)
Value$2.7K (-$29)
Filed 2016-10-25
Leisure Capital Management
NEW
Shares23,730
Change+23,730
Value$2.7K
Filed 2016-11-01
Asset Management Group, Inc.
NEW
Shares23,395
Change+23,395
Value$2.6K
Filed 2016-11-14
Nations Financial Group Inc,
INCREASED
Shares23,121 from 22,701
Change+420 (+2%)
Value$2.6K (+$444)
Filed 2016-11-14
Boltwood Capital Management
INCREASED
Shares23,054 from 22,784
Change+270 (+1%)
Value$2.6K (+$428)
Filed 2016-10-05
Northstar Investment Advisors LLC
DECREASED
Shares20,400 from 20,917
Change-517 (-2%)
Value$2.4K (+$358)
Filed 2016-10-28
Tillar-Wenstrup Advisors, LLC
DECREASED
Shares19,900 from 20,232
Change-332 (-2%)
Value$2.3K (+$316)
Filed 2016-11-02
Front Street Capital Management, Inc.
DECREASED
Shares19,524 from 19,683
Change-159 (-1%)
Value$2.2K (+$325)
Filed 2016-11-14
Cahill Financial Advisors Inc
INCREASED
Shares19,165 from 17,753
Change+1,412 (+8%)
Value$2.2K (+$469)
Filed 2016-11-14
Blue Edge Capital, LLC
DECREASED
Shares19,158 from 19,366
Change-208 (-1%)
Value$2.2M (+$314.4K)
Filed 2016-11-14
Acropolis Investment Management, LLC
INCREASED
Shares19,030 from 19,018
Change+12 (+0%)
Value$2.2K (+$333)
Filed 2016-10-05
Blue Bell Private Wealth Management, LLC
DECREASED
Shares18,681 from 19,611
Change-930 (-5%)
Value$2.1K (+$237)
Filed 2016-10-14
IMA Advisory Services, Inc.
DECREASED
Shares18,618 from 18,899
Change-281 (-1%)
Value$2.1K (+$298)
Filed 2016-12-08
Herald Investment Management Ltd
UNCHANGED
Shares17,635 from 17,635
Change0 (0%)
Value$2.0K (+$307)
Filed 2016-11-14
Godshalk Welsh Capital Management, Inc.
DECREASED
Shares16,340 from 16,665
Change-325 (-2%)
Value$1.8K (+$254)
Filed 2016-11-14
Lenox Wealth Advisors, Inc.
INCREASED
Shares16,009 from 15,909
Change+100 (+1%)
Value$1.8K (+$289)
Filed 2016-10-05
Fragasso Financial Advisors Inc
INCREASED
Shares15,734 from 14,913
Change+821 (+6%)
Value$1.8K (+$353)
Filed 2016-10-28
Welch Group, LLC
INCREASED
Shares15,629 from 13,633
Change+1,996 (+15%)
Value$1.8K (+$464)
Filed 2016-10-28
Montage Investments, LLC
NEW
Shares15,577
Change+15,577
Value$1.8K
Filed 2016-11-10
CMT Capital Markets Trading GmbH
DECREASED
Shares15,558 from 16,503
Change-945 (-6%)
Value$1.8K (+$181)
Filed 2016-11-15
Financial Advisory Group
INCREASED
Shares15,143 from 13,568
Change+1,575 (+12%)
Value$1.7K (+$415)
Filed 2016-11-02
Benchmark Capital Advisors
NEW
Shares14,912
Change+14,912
Value$1.7K
Filed 2016-11-10
Clarius Group, LLC
NEW
Shares14,044
Change+14,044
Value$1.6K
Filed 2016-11-14
RKL Wealth Management LLC
INCREASED
Shares13,872 from 10,438
Change+3,434 (+33%)
Value$1.6K (+$565)
Filed 2016-10-21
Clal Insurance Enterprises Holdings Ltd
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$1.5K (+$235)
Filed 2016-11-10
Elkhorn Partners Limited Partnership
DECREASED
Shares11,110 from 11,800
Change-690 (-6%)
Value$1.3K (+$128)
Filed 2016-11-10
Lenox Wealth Management, Inc.
DECREASED
Shares10,541 from 10,717
Change-176 (-2%)
Value$1.2K (+$167)
Filed 2016-11-16
Emerald Advisers, LLC
NEW
Shares10,427
Change+10,427
Value$1.2K
Filed 2016-10-27
Burt Wealth Advisors
INCREASED
Shares10,293 from 8,193
Change+2,100 (+26%)
Value$1.2K (+$380)
Filed 2016-10-26
Waverly Advisors, LLC
INCREASED
Shares9,995 from 6,790
Change+3,205 (+47%)
Value$1.1K (+$481)
Filed 2016-10-27
Family Firm, Inc.
DECREASED
Shares9,640 from 9,764
Change-124 (-1%)
Value$1.1K (+$157)
Filed 2016-11-08
Colorado Capital Management, Inc.
INCREASED
Shares8,668 from 8,623
Change+45 (+1%)
Value$980 (+$156)
Filed 2016-10-14
Doolittle & Ganos Investment Counsel, LLC
NEW
Shares8,641
Change+8,641
Value$977
Filed 2016-11-09
Gemmer Asset Management LLC
DECREASED
Shares7,325 from 8,068
Change-743 (-9%)
Value$828 (+$57)
Filed 2016-10-17
FormulaFolio Investments, LLC
INCREASED
Shares6,959 from 5,341
Change+1,618 (+30%)
Value$787 (+$276)
Filed 2016-11-08
Jump Trading, LLC
NEW
Shares6,365
Change+6,365
Value$720
Filed 2016-11-14
Verus Financial Partners, Inc.
DECREASED
Shares6,019 from 6,255
Change-236 (-4%)
Value$680 (+$82)
Filed 2016-10-13
Groesbeck Investment Management Corp
INCREASED
Shares5,624 from 5,439
Change+185 (+3%)
Value$636 (+$116)
Filed 2016-11-10
Spero-Smith Investment Advisers Inc
NEW
Shares5,299
Change+5,299
Value$600
Filed 2016-10-31
Courage Miller Partners, LLC
DECREASED
Shares5,240 from 5,411
Change-171 (-3%)
Value$592 (+$75)
Filed 2016-11-07
Reik & Co., LLC
INCREASED
Shares5,066 from 4,356
Change+710 (+16%)
Value$573 (+$157)
Filed 2016-10-27
Barton Investment Management
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$552 (+$85)
Filed 2016-11-08
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares4,433 from 3,751
Change+682 (+18%)
Value$501 (+$142)
Filed 2016-10-18
Starfire Investment Advisers, Inc.
UNCHANGED
Shares3,834 from 3,834
Change0 (0%)
Value$433.4K (+$66.9K)
Filed 2016-10-17
Ithaka Group LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$396 (+$61)
Filed 2016-11-14
Capital Wealth Planning, LLC
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$336 (+$51)
Filed 2016-11-15
ETF Portfolio Partners, Inc.
DECREASED
Shares2,520 from 2,665
Change-145 (-5%)
Value$285 (+$30)
Filed 2016-10-11
Sharkey, Howes & Javer
INCREASED
Shares1,595 from 1,594
Change+1 (+0%)
Value$180 (+$28)
Filed 2016-11-02
Menora Mivtachim Holdings Ltd.
NEW
Shares1,370
Change+1,370
Value$155
Filed 2016-11-14
Crow Point Partners, LLC
NEW
Shares1,168
Change+1,168
Value$131
Filed 2016-11-16
BSW Wealth Partners
DECREASED
Shares1,140 from 9,983
Change-8,843 (-89%)
Value$10.1K (+$9.1K)
Filed 2016-11-10
CWM, LLC
CLOSED
Shares0 from 231,264
Change-231,264 (-100%)
Value$0 (-$22.1K)
Filed 2016-10-17
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 227,193
Change-227,193 (-100%)
Value$0 (-$21.7K)
Filed 2016-11-07
Affinity Investment Advisors, LLC
CLOSED
Shares0 from 216,588
Change-216,588 (-100%)
Value$0 (-$20.7K)
Filed 2016-11-07
Donaldson Capital Management, LLC
CLOSED
Shares0 from 212,806
Change-212,806 (-100%)
Value$0 (-$20.3K)
Filed 2016-11-14
Community Trust & Investment Co
CLOSED
Shares0 from 166,729
Change-166,729 (-100%)
Value$0 (-$15.9K)
Filed 2016-10-11
Albion Financial Group
CLOSED
Shares0 from 141,285
Change-141,285 (-100%)
Value$0 (-$13.5K)
Filed 2016-11-03
Advisory Services Network, LLC
CLOSED
Shares0 from 80,274
Change-80,274 (-100%)
Value$0 (-$7.7K)
Filed 2016-10-07
Pittenger & Anderson Inc
CLOSED
Shares0 from 79,010
Change-79,010 (-100%)
Value$0 (-$7.6K)
Filed 2016-11-14
Forbes J M & Co LLP
CLOSED
Shares0 from 78,862
Change-78,862 (-100%)
Value$0 (-$7.5K)
Filed 2016-11-14
Capital Investment Advisors, LLC
CLOSED
Shares0 from 60,087
Change-60,087 (-100%)
Value$0 (-$5.7K)
Filed 2016-10-18
Glacier Peak Capital LLC
CLOSED
Shares0 from 51,200
Change-51,200 (-100%)
Value$0 (-$4.9K)
Filed 2016-11-14
Verity & Verity, LLC
CLOSED
Shares0 from 50,304
Change-50,304 (-100%)
Value$0 (-$4.8K)
Filed 2016-10-27
JRM Investment Counsel, LLC
CLOSED
Shares0 from 44,200
Change-44,200 (-100%)
Value$0 (-$4.2K)
Filed 2016-11-03
Wills Financial Group, Inc.
CLOSED
Shares0 from 38,694
Change-38,694 (-100%)
Value$0 (-$3.7K)
Filed 2016-11-14
Bellecapital International Ltd.
CLOSED
Shares0 from 36,885
Change-36,885 (-100%)
Value$0 (-$3.5K)
Filed 2016-11-03
Legacy Private Trust Co.
CLOSED
Shares0 from 29,404
Change-29,404 (-100%)
Value$0 (-$2.8K)
Filed 2016-10-12
Montecito Bank & Trust
CLOSED
Shares0 from 28,120
Change-28,120 (-100%)
Value$0 (-$2.7K)
Filed 2016-11-03
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED
Shares0 from 22,051
Change-22,051 (-100%)
Value$0 (-$2.1K)
Filed 2016-11-01
Blue Chip Partners, LLC
CLOSED
Shares0 from 20,712
Change-20,712 (-100%)
Value$0 (-$2.0K)
Filed 2016-11-04
Northeast Financial Consultants Inc
CLOSED
Shares0 from 19,276
Change-19,276 (-100%)
Value$0 (-$1.8K)
Filed 2016-11-08
Kelleher Financial Advisors
CLOSED
Shares0 from 18,295
Change-18,295 (-100%)
Value$0 (-$1.7K)
Filed 2016-11-14
Colony Group LLC
CLOSED
Shares0 from 17,327
Change-17,327 (-100%)
Value$0 (-$1.7K)
Filed 2016-11-17
Archford Capital Strategies, LLC
CLOSED
Shares0 from 17,141
Change-17,141 (-100%)
Value$0 (-$1.6K)
Filed 2016-11-14
Syntal Capital Partners, LLC
CLOSED
Shares0 from 8,780
Change-8,780 (-100%)
Value$0 (-$839)
Filed 2016-11-14
Jnba Financial Advisors
CLOSED
Shares0 from 7,346
Change-7,346 (-100%)
Value$0 (-$702)
Filed 2016-11-14
Affinity Wealth Management LLC
CLOSED
Shares0 from 7,218
Change-7,218 (-100%)
Value$0 (-$690)
Filed 2016-11-14
Gagnon Securities LLC
CLOSED
Shares0 from 3,271
Change-3,271 (-100%)
Value$0 (-$313)
Filed 2016-11-14
Sapphire Star Partners LP
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$268)
Filed 2016-11-14
Boston Standard Wealth Management, LLC
CLOSED
Shares0 from 2,280
Change-2,280 (-100%)
Value$0 (-$218.0K)
Filed 2016-10-11
Select Asset Management & Trust
N/A
Shares— from 32,434
Change-32,434 (-100%)
Value—
Stellar Capital Management, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
US Financial Advisors, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Status
CIBC World Markets Corp
NEW1,596,248—+1,596,248——$180.5K—2016-11-14
HL Financial Services LLC
INCREASED1,362,3671,328,086+34,281+3%$127.0K$154.0K+$27.1K2016-10-25
Tesco Pension Investment Ltd
NEW1,196,491—+1,196,491——$135.3M—2016-10-21
Forsta Ap-Fonden
NEW707,786—+707,786——$80.0K—2016-12-09
Jupiter Asset Management LTD
DECREASED568,825584,525-15,700-3%$55.9K$64.3K+$8.4K2016-11-14
Braun Stacey Associates Inc
DECREASED395,564399,229-3,665-1%$38.2K$44.7K+$6.6K2016-11-29
Parsons Capital Management Inc
NEW366,137—+366,137——$41.4K—2016-11-04
Dana Investment Advisors, Inc.
DECREASED364,153405,517-41,364-10%$38.8K$41.2K+$2.4K2016-11-15
Destination Wealth Management
INCREASED337,014326,294+10,720+3%$31.2K$38.1K+$6.9K2016-11-14
Denver Investment Advisors LLC
DECREASED316,148316,448-3000%$30.3K$35.7K+$5.5K2016-11-10
Westwood Holdings Group Inc
NEW306,685—+306,685——$34.7K—2016-11-15
Northeast Investment Management
NEW297,138—+297,138——$33.6K—2016-11-01
ZWJ Investment Counsel Inc
DECREASED214,899218,739-3,840-2%$20.9K$24.3K+$3.4K2016-11-14
Mariner, LLC
NEW199,489—+199,489——$22.6K—2016-11-14
Valley Wealth Managers, Inc.
NEW174,398—+174,398——$19.7K—2016-11-09
Alexandria Capital, LLC
DECREASED169,441224,189-54,748-24%$21.4K$19.2K-$2.3K2016-11-15
Alerus Financial NA
INCREASED160,263152,698+7,565+5%$14.6K$18.1K+$3.5K2016-11-10
Wade G W & Inc
NEW148,360—+148,360——$16.8K—2016-11-01
Tower Bridge Advisors
INCREASED145,842142,268+3,574+3%$13.6M$16.5M+$2.9M2016-10-27
Bedrijfstakpensioenfonds Voor de Media PNO
DECREASED137,820357,820-220,000-61%$34.2K$15.6K-$18.6K2016-10-31
Estabrook Capital Management
NEW122,801—+122,801——$13.9M—2016-11-14
Hudson Edge Investment Partners Inc.
NEW120,186—+120,186——$13.6K—2016-11-08
Fairbanks Capital Management, Inc.
DECREASED113,712116,487-2,775-2%$11.1K$12.9K+$1.7K2016-10-17
Horan Capital Management
INCREASED111,943108,050+3,893+4%$10.3K$12.7K+$2.3K2016-10-27
Rail-Splitter Capital Management, LLC
NEW108,915—+108,915——$12.3K—2016-10-27
Beacon Trust Co
NEW108,408—+108,408——$12.3K—2016-11-10
Paradigm Financial Advisors, LLC
INCREASED101,510101,435+75+0%$9.7K$11.5K+$1.8K2016-10-25
Hendershot Investments Inc.
DECREASED92,47394,398-1,925-2%$9.0K$10.5K+$1.4K2016-11-01
Convergence Investment Partners, LLC
NEW91,411—+91,411——$10.3K—2016-11-10
Fulton Breakefield Broenniman LLC
DECREASED91,07191,453-3820%$8.7K$10.3K+$1.6K2016-10-27
HighPoint Advisor Group LLC
DECREASED88,78994,413-5,624-6%$10.3K$9.8K-$5112016-11-21
Braver Wealth Management, LLC
NEW82,351—+82,351——$9.3K—2016-10-26
IQ EQ Fund Management (Ireland) Ltd
DECREASED81,59987,599-6,000-7%$9.1K$9.9K+$8142016-11-14
Stonebridge Capital Management Inc
DECREASED76,34182,013-5,672-7%$7.8K$8.6K+$7892016-10-17
BAR Harbor Wealth Management
INCREASED74,63873,577+1,061+1%$7.0K$8.4K+$1.4K2016-10-14
WealthTrust Fairport, LLC
DECREASED71,65173,679-2,028-3%$7.0K$8.1K+$1.1K2016-11-02
M Holdings Securities, Inc.
INCREASED65,88560,583+5,302+9%$5.8K$7.4K+$1.7K2016-11-23
CenturyLink Investment Management Co
DECREASED65,12869,470-4,342-6%$6.6K$7.4K+$7222016-10-12
Morris Capital Advisors, LLC
DECREASED64,66671,055-6,389-9%$6.8K$7.3K+$5172016-11-14
SignalPoint Asset Management, LLC
NEW61,097—+61,097——$6.9K—2016-11-01
Security National Trust Co
DECREASED57,19157,302-1110%$5.5K$6.5K+$9872016-10-25
Valley National Advisers Inc
NEW57,182—+57,182——$6.5K—2016-11-01
Atlantic Union Bankshares Corp
INCREASED49,54248,991+551+1%$4.7K$5.6K+$9182016-10-14
Pbwm Holdings, LLC
INCREASED47,80945,214+2,595+6%$4.3K$5.4K+$1.1K2016-11-04
Trust Co
NEW45,152—+45,152——$5.1K—2016-10-19
Eagle Capital Management, LLC
INCREASED40,82039,571+1,249+3%$3.8K$4.6K+$8322016-10-20
Trust Co of Oklahoma
INCREASED40,74140,595+146+0%$3.9M$4.6M+$724.9K2016-10-07
Barrington Strategic Wealth Management Group LLC
NEW39,989—+39,989——$4.5K—2016-11-14
Keel Point, LLC
NEW38,985—+38,985——$4.4K—2016-11-15
RiverPoint Capital Management, LLC
NEW38,522—+38,522——$4.4K—2016-11-10
Macnealy Hoover Investment Management Inc
DECREASED36,47537,085-610-2%$3.5K$4.1K+$5792016-10-11
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
INCREASED33,54733,513+34+0%$3.2K$3.8K+$5892016-11-14
Reliant Investment Management, LLC
DECREASED33,24133,341-1000%$3.2K$3.8K+$5712016-11-16
Waldron Private Wealth LLC
DECREASED33,08434,008-924-3%$3.3K$3.7K+$4892016-11-14
Beacon Financial Group
DECREASED31,95136,937-4,986-13%$3.5K$3.6K+$972016-10-03
Migdal Insurance & Financial Holdings Ltd.
DECREASED28,700508,489-479,789-94%$48.6K$3.2K-$45.4K2016-11-09
Capital Advantage, Inc.
DECREASED27,93228,459-527-2%$2.7K$3.2K+$4372016-11-02
Riggs Asset Managment Co. Inc.
INCREASED27,8534,300+23,553+548%$411$3.1K+$2.7K2016-11-10
Ifrah Financial Services, Inc.
NEW27,171—+27,171——$3.1K—2016-11-07
Sterling Investment Management, LLC
DECREASED27,07427,600-526-2%$2.6K$3.1K+$4222016-10-25
Kingfisher Capital LLC
DECREASED26,96528,039-1,074-4%$2.7K$3.0K+$3672016-11-15
Tanaka Capital Management Inc
DECREASED26,29126,321-300%$2.5K$3.0K+$4562016-11-15
Nelson Capital Management, LLC
INCREASED25,54022,548+2,992+13%$2.2K$2.9K+$7312016-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED25,35426,039-685-3%$2.5K$2.9K+$3772016-10-18
Ariel Capital Advisors, LLC
DECREASED24,83826,045-1,207-5%$2.5K$2.8K+$3182016-10-26
Bank Hapoalim BM
DECREASED24,39848,503-24,105-50%$4.6K$2.8K-$1.9K2016-11-09
Fiduciary Financial Services of the Southwest Inc
NEW24,387—+24,387——$2.8K—2016-11-09
Partnervest Advisory Services LLC
DECREASED23,96728,647-4,680-16%$2.7K$2.7K-$292016-10-25
Leisure Capital Management
NEW23,730—+23,730——$2.7K—2016-11-01
Asset Management Group, Inc.
NEW23,395—+23,395——$2.6K—2016-11-14
Nations Financial Group Inc,
INCREASED23,12122,701+420+2%$2.2K$2.6K+$4442016-11-14
Boltwood Capital Management
INCREASED23,05422,784+270+1%$2.2K$2.6K+$4282016-10-05
Northstar Investment Advisors LLC
DECREASED20,40020,917-517-2%$2.0K$2.4K+$3582016-10-28
Tillar-Wenstrup Advisors, LLC
DECREASED19,90020,232-332-2%$1.9K$2.3K+$3162016-11-02
Front Street Capital Management, Inc.
DECREASED19,52419,683-159-1%$1.9K$2.2K+$3252016-11-14
Cahill Financial Advisors Inc
INCREASED19,16517,753+1,412+8%$1.7K$2.2K+$4692016-11-14
Blue Edge Capital, LLC
DECREASED19,15819,366-208-1%$1.9M$2.2M+$314.4K2016-11-14
Acropolis Investment Management, LLC
INCREASED19,03019,018+12+0%$1.8K$2.2K+$3332016-10-05
Blue Bell Private Wealth Management, LLC
DECREASED18,68119,611-930-5%$1.9K$2.1K+$2372016-10-14
IMA Advisory Services, Inc.
DECREASED18,61818,899-281-1%$1.8K$2.1K+$2982016-12-08
Herald Investment Management Ltd
UNCHANGED17,63517,63500%$1.7K$2.0K+$3072016-11-14
Godshalk Welsh Capital Management, Inc.
DECREASED16,34016,665-325-2%$1.6K$1.8K+$2542016-11-14
Lenox Wealth Advisors, Inc.
INCREASED16,00915,909+100+1%$1.5K$1.8K+$2892016-10-05
Fragasso Financial Advisors Inc
INCREASED15,73414,913+821+6%$1.4K$1.8K+$3532016-10-28
Welch Group, LLC
INCREASED15,62913,633+1,996+15%$1.3K$1.8K+$4642016-10-28
Montage Investments, LLC
NEW15,577—+15,577——$1.8K—2016-11-10
CMT Capital Markets Trading GmbH
DECREASED15,55816,503-945-6%$1.6K$1.8K+$1812016-11-15
Financial Advisory Group
INCREASED15,14313,568+1,575+12%$1.3K$1.7K+$4152016-11-02
Benchmark Capital Advisors
NEW14,912—+14,912——$1.7K—2016-11-10
Clarius Group, LLC
NEW14,044—+14,044——$1.6K—2016-11-14
RKL Wealth Management LLC
INCREASED13,87210,438+3,434+33%$1.0K$1.6K+$5652016-10-21
Clal Insurance Enterprises Holdings Ltd
UNCHANGED13,50013,50000%$1.3K$1.5K+$2352016-11-10
Elkhorn Partners Limited Partnership
DECREASED11,11011,800-690-6%$1.1K$1.3K+$1282016-11-10
Lenox Wealth Management, Inc.
DECREASED10,54110,717-176-2%$1.0K$1.2K+$1672016-11-16
Emerald Advisers, LLC
NEW10,427—+10,427——$1.2K—2016-10-27
Burt Wealth Advisors
INCREASED10,2938,193+2,100+26%$783$1.2K+$3802016-10-26
Waverly Advisors, LLC
INCREASED9,9956,790+3,205+47%$649$1.1K+$4812016-10-27
Family Firm, Inc.
DECREASED9,6409,764-124-1%$933$1.1K+$1572016-11-08
Colorado Capital Management, Inc.
INCREASED8,6688,623+45+1%$824$980+$1562016-10-14
Doolittle & Ganos Investment Counsel, LLC
NEW8,641—+8,641——$977—2016-11-09
Gemmer Asset Management LLC
DECREASED7,3258,068-743-9%$771$828+$572016-10-17
FormulaFolio Investments, LLC
INCREASED6,9595,341+1,618+30%$511$787+$2762016-11-08
Jump Trading, LLC
NEW6,365—+6,365——$720—2016-11-14
Verus Financial Partners, Inc.
DECREASED6,0196,255-236-4%$598$680+$822016-10-13
Groesbeck Investment Management Corp
INCREASED5,6245,439+185+3%$520$636+$1162016-11-10
Spero-Smith Investment Advisers Inc
NEW5,299—+5,299——$600—2016-10-31
Courage Miller Partners, LLC
DECREASED5,2405,411-171-3%$517$592+$752016-11-07
Reik & Co., LLC
INCREASED5,0664,356+710+16%$416$573+$1572016-10-27
Barton Investment Management
UNCHANGED4,8854,88500%$467$552+$852016-11-08
Schneider Downs Wealth Management Advisors, LP
INCREASED4,4333,751+682+18%$359$501+$1422016-10-18
Starfire Investment Advisers, Inc.
UNCHANGED3,8343,83400%$366.5K$433.4K+$66.9K2016-10-17
Ithaka Group LLC
UNCHANGED3,5003,50000%$335$396+$612016-11-14
Capital Wealth Planning, LLC
UNCHANGED2,9752,97500%$285$336+$512016-11-15
ETF Portfolio Partners, Inc.
DECREASED2,5202,665-145-5%$255$285+$302016-10-11
Sharkey, Howes & Javer
INCREASED1,5951,594+1+0%$152$180+$282016-11-02
Menora Mivtachim Holdings Ltd.
NEW1,370—+1,370——$155—2016-11-14
Crow Point Partners, LLC
NEW1,168—+1,168——$131—2016-11-16
BSW Wealth Partners
DECREASED1,1409,983-8,843-89%$954$10.1K+$9.1K2016-11-10
CWM, LLC
CLOSED0231,264-231,264-100%$22.1K$0-$22.1K2016-10-17
Reynders McVeigh Capital Management, LLC
CLOSED0227,193-227,193-100%$21.7K$0-$21.7K2016-11-07
Affinity Investment Advisors, LLC
CLOSED0216,588-216,588-100%$20.7K$0-$20.7K2016-11-07
Donaldson Capital Management, LLC
CLOSED0212,806-212,806-100%$20.3K$0-$20.3K2016-11-14
Community Trust & Investment Co
CLOSED0166,729-166,729-100%$15.9K$0-$15.9K2016-10-11
Albion Financial Group
CLOSED0141,285-141,285-100%$13.5K$0-$13.5K2016-11-03
Advisory Services Network, LLC
CLOSED080,274-80,274-100%$7.7K$0-$7.7K2016-10-07
Pittenger & Anderson Inc
CLOSED079,010-79,010-100%$7.6K$0-$7.6K2016-11-14
Forbes J M & Co LLP
CLOSED078,862-78,862-100%$7.5K$0-$7.5K2016-11-14
Capital Investment Advisors, LLC
CLOSED060,087-60,087-100%$5.7K$0-$5.7K2016-10-18
Glacier Peak Capital LLC
CLOSED051,200-51,200-100%$4.9K$0-$4.9K2016-11-14
Verity & Verity, LLC
CLOSED050,304-50,304-100%$4.8K$0-$4.8K2016-10-27
JRM Investment Counsel, LLC
CLOSED044,200-44,200-100%$4.2K$0-$4.2K2016-11-03
Wills Financial Group, Inc.
CLOSED038,694-38,694-100%$3.7K$0-$3.7K2016-11-14
Bellecapital International Ltd.
CLOSED036,885-36,885-100%$3.5K$0-$3.5K2016-11-03
Legacy Private Trust Co.
CLOSED029,404-29,404-100%$2.8K$0-$2.8K2016-10-12
Montecito Bank & Trust
CLOSED028,120-28,120-100%$2.7K$0-$2.7K2016-11-03
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED022,051-22,051-100%$2.1K$0-$2.1K2016-11-01
Blue Chip Partners, LLC
CLOSED020,712-20,712-100%$2.0K$0-$2.0K2016-11-04
Northeast Financial Consultants Inc
CLOSED019,276-19,276-100%$1.8K$0-$1.8K2016-11-08
Kelleher Financial Advisors
CLOSED018,295-18,295-100%$1.7K$0-$1.7K2016-11-14
Colony Group LLC
CLOSED017,327-17,327-100%$1.7K$0-$1.7K2016-11-17
Archford Capital Strategies, LLC
CLOSED017,141-17,141-100%$1.6K$0-$1.6K2016-11-14
Syntal Capital Partners, LLC
CLOSED08,780-8,780-100%$839$0-$8392016-11-14
Jnba Financial Advisors
CLOSED07,346-7,346-100%$702$0-$7022016-11-14
Affinity Wealth Management LLC
CLOSED07,218-7,218-100%$690$0-$6902016-11-14
Gagnon Securities LLC
CLOSED03,271-3,271-100%$313$0-$3132016-11-14
Sapphire Star Partners LP
CLOSED02,800-2,800-100%$268$0-$2682016-11-14
Boston Standard Wealth Management, LLC
CLOSED02,280-2,280-100%$218.0K$0-$218.0K2016-10-11
Select Asset Management & Trust
N/A—32,434-32,434-100%$3.1K———
Stellar Capital Management, LLC
N/A—5,546-5,546-100%$530———
US Financial Advisors, LLC
N/A—1,978-1,978-100%$216———
Showing 150 of 150 institutions