HoldingsChannel.com
Funds Holding CWB
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,394,840$162,477 03/31/2020
     CWB3,394,840$162,477 03/31/2020
Morgan Stanley3,244,102$155,263 03/31/2020
     CWB3,244,102$155,263 03/31/2020
Jane Street Group LLC $141,344 03/31/2020
     CWB2,956,578$141,502 03/31/2020
     Put41,300$1,977 03/31/2020
     Call38,000$1,819 03/31/2020
Nan Shan Life Insurance Co. Ltd.2,737,524$131,018 03/31/2020
     CWB2,737,524$131,018 03/31/2020
Wells Fargo & Company MN2,242,269$107,314 03/31/2020
     CWB2,242,269$107,314 03/31/2020
PNC Financial Services Group Inc.1,248,181$59,738 03/31/2020
     CWB1,248,181$59,738 03/31/2020
Deutsche Bank AG1,178,078$56,383 03/31/2020
     CWB1,178,078$56,383 03/31/2020
QS Investors LLC1,114,896$53,359 03/31/2020
     CWB1,114,896$53,359 03/31/2020
Envestnet Asset Management Inc.1,039,422$49,747 03/31/2020
     CWB1,039,422$49,747 03/31/2020
UBS Group AG983,145$47,053 03/31/2020
     CWB983,145$47,053 03/31/2020
MD Financial Management Inc.954,968$45,705 03/31/2020
     CWB954,968$45,705 03/31/2020
Ameriprise Financial Inc.939,021$44,913 03/31/2020
     CWB939,021$44,913 03/31/2020
Conservest Capital Advisors Inc.931,446$44,579 03/31/2020
     CWB931,446$44,579 03/31/2020
LPL Financial LLC675,875$32,347 03/31/2020
     CWB675,875$32,347 03/31/2020
Banque Pictet & Cie SA517,139$24,750 03/31/2020
     CWB517,139$24,750 03/31/2020
Pictet North America Advisors SA512,969$24,551 03/31/2020
     CWB512,969$24,551 03/31/2020
Truist Financial Corp488,394$23,374 03/31/2020
     CWB488,394$23,374 03/31/2020
State of Tennessee Treasury Department472,100$22,595 03/31/2020
     CWB472,100$22,595 03/31/2020
IndexIQ Advisors LLC449,541$21,515 03/31/2020
     CWB449,541$21,515 03/31/2020
Guggenheim Capital LLC439,640$21,041 03/31/2020
     CWB439,640$21,041 03/31/2020
Royal Bank of Canada426,630$20,419 03/31/2020
     CWB426,630$20,419 03/31/2020
Advisor Group Holdings Inc.542,584$19,878 03/31/2020
     CWB542,584$19,878 03/31/2020
Cambridge Investment Research Advisors Inc.386,482$18,497 03/31/2020
     CWB386,482$18,497 03/31/2020
Raymond James & Associates378,394$18,110 03/31/2020
     CWB378,394$18,110 03/31/2020
Oppenheimer Asset Management Inc.377,043$18,045 03/31/2020
     CWB377,043$18,045 03/31/2020
Northwestern Mutual Wealth Management Co.336,070$16,084 03/31/2020
     CWB336,070$16,084 03/31/2020
Prudential Financial Inc.324,742$15,542 03/31/2020
     CWB324,742$15,542 03/31/2020
Schroder Investment Management Group326,408$15,289 03/31/2020
     CWB326,408$15,289 03/31/2020
Commonwealth Equity Services LLC291,988$13,974 03/31/2020
     CWB291,988$13,974 03/31/2020
Athanor Capital LP285,911$13,684 03/31/2020
     CWB285,911$13,684 03/31/2020
Raymond James Financial Services Advisors Inc.285,440$13,661 03/31/2020
     CWB285,440$13,661 03/31/2020
Waldron Private Wealth LLC282,118$13,502 03/31/2020
     CWB282,118$13,502 03/31/2020
Tradewinds Capital Management LLC281,160$13,456 03/31/2020
     CWB281,160$13,456 03/31/2020
Fulton Breakefield Broenniman LLC279,173$13,361 03/31/2020
     CWB279,173$13,361 03/31/2020
Huntington National Bank262,445$12,561 03/31/2020
     CWB262,445$12,561 03/31/2020
Morningstar Investment Management LLC248,113$11,875 03/31/2020
     CWB248,113$11,875 03/31/2020
Bank of Montreal Can260,526$11,820 03/31/2020
     CWB260,526$11,820 03/31/2020
Stephens Inc. AR236,616$11,324 03/31/2020
     CWB236,616$11,324 03/31/2020
Insight Wealth Strategies LLC227,112$10,870 03/31/2020
     CWB227,112$10,870 03/31/2020
Equitable Holdings Inc.208,704$9,988 03/31/2020
     CWB208,704$9,988 03/31/2020
Stifel Financial Corp205,926$9,850 03/31/2020
     CWB205,926$9,850 03/31/2020
Windsor Capital Management LLC204,492$9,787 03/31/2020
     CWB204,492$9,787 03/31/2020
Thrivent Financial for Lutherans202,396$9,687 03/31/2020
     CWB202,396$9,687 03/31/2020
Goldman Sachs Group Inc.197,127$9,435 03/31/2020
     CWB197,127$9,435 03/31/2020
H&H Retirement Design & Management INC181,840$8,703 03/31/2020
     CWB181,840$8,703 03/31/2020
United Capital Financial Advisers LLC173,240$8,291 03/31/2020
     CWB173,240$8,291 03/31/2020
Mirae Asset Global Investments Co. Ltd.168,156$8,048 03/31/2020
     CWB168,156$8,048 03/31/2020
Qube Research & Technologies Ltd165,961$7,943 03/31/2020
     CWB165,961$7,943 03/31/2020
MML Investors Services LLC165,270$7,910 03/31/2020
     CWB165,270$7,910 03/31/2020
Sei Investments Co.162,729$7,787 03/31/2020
     CWB162,729$7,787 03/31/2020
Blue Sky Asset Management LLC159,845$7,650 03/31/2020
     CWB159,845$7,650 03/31/2020
SSI Investment Management LLC153,929$7,365 03/31/2020
     CWB153,929$7,365 03/31/2020
River Wealth Advisors LLC136,765$6,546 03/31/2020
     CWB136,765$6,546 03/31/2020
Oppenheimer & Co. Inc.135,280$6,475 03/31/2020
     CWB135,280$6,475 03/31/2020
XML Financial LLC134,504$6,437 03/31/2020
     CWB134,504$6,437 03/31/2020
Goelzer Investment Management Inc.132,625$6,347 03/31/2020
     CWB132,625$6,347 03/31/2020
Towerpoint Wealth LLC131,576$6,297 03/31/2020
     CWB131,576$6,297 03/31/2020
JPMorgan Chase & Co.127,703$6,112 03/31/2020
     CWB127,703$6,112 03/31/2020
NTV Asset Management LLC110,918$5,309 03/31/2020
     CWB110,918$5,309 03/31/2020
Montecito Bank & Trust106,931$5,117 03/31/2020
     CWB106,931$5,117 03/31/2020
Creative Planning105,980$5,072 03/31/2020
     CWB105,980$5,072 03/31/2020
Allianz Asset Management GmbH101,128$4,840 03/31/2020
     CWB101,128$4,840 03/31/2020
Citigroup Inc.100,374$4,804 03/31/2020
     CWB100,374$4,804 03/31/2020
McAdam LLC100,186$4,795 03/31/2020
     CWB100,186$4,795 03/31/2020
Chicago Partners Investment Group LLC89,281$4,625 03/31/2020
     CWB89,281$4,625 03/31/2020
Steward Partners Investment Advisory LLC93,767$4,487 03/31/2020
     CWB93,767$4,487 03/31/2020
B. Riley Wealth Management Inc.86,967$4,162 03/31/2020
     CWB86,967$4,162 03/31/2020
Csenge Advisory Group85,194$4,077 03/31/2020
     CWB85,194$4,077 03/31/2020
AE Wealth Management LLC83,536$3,998 03/31/2020
     CWB83,536$3,998 03/31/2020
Midwest Professional Planners LTD.82,063$3,928 03/31/2020
     CWB82,063$3,928 03/31/2020
Sawtooth Solutions LLC80,274$3,842 03/31/2020
     CWB80,274$3,842 03/31/2020
Old North State Trust LLC80,124$3,835 03/31/2020
     CWB80,124$3,835 03/31/2020
Ibex Wealth Advisors80,064$3,831 03/31/2020
     CWB80,064$3,831 03/31/2020
AlphaStar Capital Management LLC72,706$3,667 03/31/2020
     CWB72,706$3,667 03/31/2020
Bessemer Group Inc.75,565$3,616 03/31/2020
     CWB75,565$3,616 03/31/2020
FFT Wealth Management LLC75,499$3,613 03/31/2020
     CWB75,499$3,613 03/31/2020
Janney Montgomery Scott LLC75,386$3,608 03/31/2020
     CWB75,386$3,608 03/31/2020
Wesbanco Bank Inc.74,851$3,583 03/31/2020
     CWB74,851$3,583 03/31/2020
Sterling Investment Advisors Ltd.73,936$3,538 03/31/2020
     CWB73,936$3,538 03/31/2020
Wellington Management Group LLP73,900$3,537 03/31/2020
     CWB73,900$3,537 03/31/2020
Modera Wealth Management LLC70,257$3,363 03/31/2020
     CWB70,257$3,363 03/31/2020
Great Valley Advisor Group Inc.68,657$3,286 03/31/2020
     CWB68,657$3,286 03/31/2020
UBP Investment Advisors SA68,389$3,273 03/31/2020
     CWB68,389$3,273 03/31/2020
Private Advisor Group LLC67,424$3,227 03/31/2020
     CWB67,424$3,227 03/31/2020
Susquehanna International Group LLP $3,215 03/31/2020
     CWB70,572$3,377 03/31/2020
     Put67,100$3,211 03/31/2020
     Call63,700$3,049 03/31/2020
PFS Investments Inc.64,104$3,068 03/31/2020
     CWB64,104$3,068 03/31/2020
HighTower Advisors LLC63,795$3,055 03/31/2020
     CWB63,795$3,055 03/31/2020
Archetype Wealth Partners LLC63,506$3,039 03/31/2020
     CWB63,506$3,039 03/31/2020
Fifth Third Bancorp62,771$3,004 03/31/2020
     CWB62,771$3,004 03/31/2020
Petix & Botte Co62,762$3,004 03/31/2020
     CWB62,762$3,004 03/31/2020
Horizon Investments LLC62,936$3,000 03/31/2020
     CWB62,936$3,000 03/31/2020
Connecticut Wealth Management LLC62,536$2,993 03/31/2020
     CWB62,536$2,993 03/31/2020
First Hawaiian Bank61,905$2,963 03/31/2020
     CWB61,905$2,963 03/31/2020
New England Private Wealth Advisors LLC59,983$2,871 03/31/2020
     CWB59,983$2,871 03/31/2020
GWM Advisors LLC58,087$2,780 03/31/2020
     CWB58,087$2,780 03/31/2020
Disciplined Investments LLC58,017$2,777 03/31/2020
     CWB58,017$2,777 03/31/2020
VisionPoint Advisory Group LLC57,589$2,756 03/31/2020
     CWB57,589$2,756 03/31/2020
EFG Asset Management Americas Corp.55,683$2,665 03/31/2020
     CWB55,683$2,665 03/31/2020
TFG Advisers LLC54,775$2,621 03/31/2020
     CWB54,775$2,621 03/31/2020
Capital Analysts LLC53,361$2,554 03/31/2020
     CWB53,361$2,554 03/31/2020
Financial Architects Inc48,070$2,301 03/31/2020
     CWB48,070$2,301 03/31/2020
Paulson Wealth Management Inc.43,216$2,199 03/31/2020
     CWB43,216$2,199 03/31/2020
Ambassador Advisors LLC44,484$2,129 03/31/2020
     CWB44,484$2,129 03/31/2020
Whittier Trust Co. of Nevada Inc.43,720$2,092 03/31/2020
     CWB43,720$2,092 03/31/2020
RPg Family Wealth Advisory LLC41,846$2,003 03/31/2020
     CWB41,846$2,003 03/31/2020
Redwood Investment Management LLC40,199$1,924 03/31/2020
     CWB40,199$1,924 03/31/2020
MV Capital Management Inc.39,747$1,902 03/31/2020
     CWB39,747$1,902 03/31/2020
IFP Advisors Inc38,798$1,857 03/31/2020
     CWB38,798$1,857 03/31/2020
Capital One Financial Corp38,704$1,852 03/31/2020
     CWB38,704$1,852 03/31/2020
Webster Bank N. A.38,604$1,848 03/31/2020
     CWB38,604$1,848 03/31/2020
Avalon Investment & Advisory38,100$1,823 03/31/2020
     CWB38,100$1,823 03/31/2020
Cynosure Management LLC38,100$1,823 03/31/2020
     CWB38,100$1,823 03/31/2020
Whittier Trust Co.37,590$1,799 03/31/2020
     CWB37,590$1,799 03/31/2020
Winfield Associates Inc.37,539$1,797 03/31/2020
     CWB37,539$1,797 03/31/2020
Cardan Capital Partners LLC35,872$1,717 03/31/2020
     CWB35,872$1,717 03/31/2020
Minot Wealth Management LLC35,235$1,686 03/31/2020
     CWB35,235$1,686 03/31/2020
US Bancorp DE35,025$1,676 03/31/2020
     CWB35,025$1,676 03/31/2020
Shine Investment Advisory Services Inc.34,975$1,674 03/31/2020
     CWB34,975$1,674 03/31/2020
SkyOak Wealth LLC34,825$1,667 03/31/2020
     CWB34,825$1,667 03/31/2020
Powell Investment Advisors LLC34,649$1,658 03/31/2020
     CWB34,649$1,658 03/31/2020
Clark Capital Management Group Inc.34,270$1,640 03/31/2020
     CWB34,270$1,640 03/31/2020
Fieldpoint Private Securities LLC34,124$1,633 03/31/2020
     CWB34,124$1,633 03/31/2020
Rockefeller Capital Management L.P.33,884$1,622 03/31/2020
     CWB33,884$1,622 03/31/2020
Invesco Ltd.33,274$1,592 03/31/2020
     CWB33,274$1,592 03/31/2020
Pathstone Family Office LLC33,100$1,585 03/31/2020
     CWB33,100$1,585 03/31/2020
Sowell Financial Services LLC33,113$1,585 03/31/2020
     CWB33,113$1,585 03/31/2020
F3Logic LLC32,942$1,578 03/31/2020
     CWB32,942$1,578 03/31/2020
Patten Group Inc.32,623$1,561 03/31/2020
     CWB32,623$1,561 03/31/2020
Rosenblum Silverman Sutton S F Inc. CA30,453$1,457 03/31/2020
     CWB30,453$1,457 03/31/2020
Merit Financial Group LLC30,266$1,449 03/31/2020
     CWB30,266$1,449 03/31/2020
Enterprise Financial Services Corp30,086$1,440 03/31/2020
     CWB30,086$1,440 03/31/2020
Provident Wealth Management LLC29,152$1,395 03/31/2020
     CWB29,152$1,395 03/31/2020
Nomura Asset Management Co. Ltd.29,000$1,388 03/31/2020
     CWB29,000$1,388 03/31/2020
Spectrum Wealth Advisory Group LLC28,803$1,378 03/31/2020
     CWB28,803$1,378 03/31/2020
Merriman Wealth Management LLC25,844$1,237 03/31/2020
     CWB25,844$1,237 03/31/2020
LFA Lugano Financial Advisors SA21,595$1,236 03/31/2020
     CWB21,595$1,236 03/31/2020
Wedbush Securities Inc.24,297$1,163 03/31/2020
     CWB24,297$1,163 03/31/2020
Howard Wealth Management LLC23,585$1,128 03/31/2020
     CWB23,585$1,128 03/31/2020
CVA Family Office LLC23,368$1,118 03/31/2020
     CWB23,368$1,118 03/31/2020
Voit & Company LLC22,440$1,074 03/31/2020
     CWB22,440$1,074 03/31/2020
Great Diamond Partners LLC21,847$1,045 03/31/2020
     CWB21,847$1,045 03/31/2020
Old Port Advisors21,781$1,042 03/31/2020
     CWB21,781$1,042 03/31/2020
FCG Advisors LLC21,462$1,027 03/31/2020
     CWB21,462$1,027 03/31/2020
Aspiriant LLC21,052$1,008 03/31/2020
     CWB21,052$1,008 03/31/2020
Pinnacle Associates Ltd.21,000$1,005 03/31/2020
     CWB21,000$1,005 03/31/2020
Wolverine Trading LLC $997 03/31/2020
     CWB42,424$2,040 03/31/2020
     Put21,700$1,043 03/31/2020
Fund Evaluation Group LLC20,800$995 03/31/2020
     CWB20,800$995 03/31/2020
National Asset Management Inc.20,081$962 03/31/2020
     CWB20,081$962 03/31/2020
RMB Capital Management LLC20,022$958 03/31/2020
     CWB20,022$958 03/31/2020
Sage Rhino Capital LLC19,990$957 03/31/2020
     CWB19,990$957 03/31/2020
Koshinski Asset Management Inc.19,775$946 03/31/2020
     CWB19,775$946 03/31/2020
Calton & Associates Inc.19,737$945 03/31/2020
     CWB19,737$945 03/31/2020
Hilltop Holdings Inc.19,504$934 03/31/2020
     CWB19,504$934 03/31/2020
SignalPoint Asset Management LLC19,441$930 03/31/2020
     CWB19,441$930 03/31/2020
Sage Advisory Services Ltd.Co.19,290$922 03/31/2020
     CWB19,290$922 03/31/2020
RFG Advisory LLC19,239$921 03/31/2020
     CWB19,239$921 03/31/2020
Anfield Capital Management LLC19,033$911 03/31/2020
     CWB19,033$911 03/31/2020
Regions Financial Corp19,000$909 03/31/2020
     CWB19,000$909 03/31/2020
Garrett Wealth Advisory Group LLC19,023$908 03/31/2020
     CWB19,023$908 03/31/2020
Capital City Trust Co. FL18,163$869 03/31/2020
     CWB18,163$869 03/31/2020
Pensionmark Financial Group LLC18,149$869 03/31/2020
     CWB18,149$869 03/31/2020
Cahill Financial Advisors Inc.17,679$847 03/31/2020
     CWB17,679$847 03/31/2020
Archford Capital Strategies LLC17,546$840 03/31/2020
     CWB17,546$840 03/31/2020
We Are One Seven LLC17,236$824 03/31/2020
     CWB17,236$824 03/31/2020
Prospera Financial Services Inc16,993$813 03/31/2020
     CWB16,993$813 03/31/2020
Covington Capital Management16,803$804 03/31/2020
     CWB16,803$804 03/31/2020
Ausdal Financial Partners Inc.15,399$801 03/31/2020
     CWB15,399$801 03/31/2020
Cetera Advisor Networks LLC16,537$791 03/31/2020
     CWB16,537$791 03/31/2020
Cetera Advisors LLC16,289$780 03/31/2020
     CWB16,289$780 03/31/2020
Occidental Asset Management LLC16,273$779 03/31/2020
     CWB16,273$779 03/31/2020
Level Four Advisory Services LLC16,097$773 03/31/2020
     CWB16,097$773 03/31/2020
First Heartland Consultants Inc.15,997$766 03/31/2020
     CWB15,997$766 03/31/2020
Bowie Capital Management LLC16,000$766 03/31/2020
     CWB16,000$766 03/31/2020
Sofos Investments Inc. $765 03/31/2020
     MUTFDETF12,112$753 03/31/2020
     CWB108,477$12 03/31/2020
Moneta Group Investment Advisors LLC15,504$742 03/31/2020
     CWB15,504$742 03/31/2020
Investors Research Corp15,164$726 03/31/2020
     CWB15,164$726 03/31/2020
Eqis Capital Management Inc.12,173$710 03/31/2020
     CWB12,173$710 03/31/2020
Benjamin F. Edwards & Company Inc.14,659$702 03/31/2020
     CWB14,659$702 03/31/2020
Hengehold Capital Management LLC14,516$695 03/31/2020
     CWB14,516$695 03/31/2020
Voya Financial Advisors Inc.13,953$671 03/31/2020
     CWB13,953$671 03/31/2020
Baird Financial Group Inc.14,021$671 03/31/2020
     CWB14,021$671 03/31/2020
Wealthsource Partners LLC13,829$662 03/31/2020
     CWB13,829$662 03/31/2020
Colton Groome Financial Advisors LLC13,823$662 03/31/2020
     CWB13,823$662 03/31/2020
Colony Group LLC13,810$661 03/31/2020
     CWB13,810$661 03/31/2020
PagnatoKarp Partners LLC13,645$653 03/31/2020
     CWB13,645$653 03/31/2020
Intrust Bank NA13,225$633 03/31/2020
     CWB13,225$633 03/31/2020
Steel Peak Wealth Management LLC13,213$632 03/31/2020
     CWB13,213$632 03/31/2020
StrongBox Wealth LLC12,858$615 03/31/2020
     CWB12,858$615 03/31/2020
Optas LLC12,590$603 03/31/2020
     CWB12,590$603 03/31/2020
Sigma Planning Corp12,572$602 03/31/2020
     CWB12,572$602 03/31/2020
Flow Traders U.S. LLC12,081$578 03/31/2020
     CWB12,081$578 03/31/2020
Sonata Capital Group Inc.12,035$576 03/31/2020
     CWB12,035$576 03/31/2020
Clear Creek Financial Management LLC10,692$557 03/31/2020
     CWB10,692$557 03/31/2020
Eaton Vance Management11,530$552 03/31/2020
     CWB11,530$552 03/31/2020
Brighton Jones LLC11,524$552 03/31/2020
     CWB11,524$552 03/31/2020
Chatham Capital Group Inc.11,450$548 03/31/2020
     CWB11,450$548 03/31/2020
Strategic Wealth Advisors Group LLC11,929$545 03/31/2020
     CWB11,929$545 03/31/2020
Telos Capital Management Inc.11,391$545 03/31/2020
     CWB11,391$545 03/31/2020
Institute for Wealth Management LLC.11,305$541 03/31/2020
     CWB11,305$541 03/31/2020
Advisory Services Network LLC11,246$538 03/31/2020
     CWB11,246$538 03/31/2020
Stratos Wealth Partners LTD.11,145$533 03/31/2020
     CWB11,145$533 03/31/2020
Raymond James Trust N.A.11,071$530 03/31/2020
     CWB11,071$530 03/31/2020
M&T Bank Corp11,029$528 03/31/2020
     CWB11,029$528 03/31/2020
Lazard Asset Management LLC11,000$526 03/31/2020
     CWB11,000$526 03/31/2020
Bank of Stockton10,960$524 03/31/2020
     CWB10,960$524 03/31/2020
Arete Wealth Management LLC10,841$519 03/31/2020
     CWB10,841$519 03/31/2020
Norway Savings Bank10,186$488 03/31/2020
     CWB10,186$488 03/31/2020
D.B. Root & Company LLC9,974$477 03/31/2020
     CWB9,974$477 03/31/2020
BOKF NA9,855$471 03/31/2020
     CWB9,855$471 03/31/2020
Overbrook Management Corp9,782$468 03/31/2020
     CWB9,782$468 03/31/2020
IHT Wealth Management LLC9,776$468 03/31/2020
     CWB9,776$468 03/31/2020
E&G Advisors LP9,454$452 03/31/2020
     CWB9,454$452 03/31/2020
Palisade Capital Management LLC NJ9,385$449 03/31/2020
     CWB9,385$449 03/31/2020
Waterloo Capital L.P.9,220$441 03/31/2020
     CWB9,220$441 03/31/2020
Calamos Wealth Management LLC9,013$431 03/31/2020
     CWB9,013$431 03/31/2020
FundX Investment Group LLC8,976$430 03/31/2020
     CWB8,976$430 03/31/2020
Bank Julius Baer & Co. Ltd Zurich8,797$421 03/31/2020
     CWB8,797$421 03/31/2020
Global Trust Asset Management LLC8,590$413 03/31/2020
     CWB8,590$413 03/31/2020
Certified Advisory Corp8,513$407 03/31/2020
     CWB8,513$407 03/31/2020
Pacific Capital Wealth Advisors Inc.8,494$407 03/31/2020
     CWB8,494$407 03/31/2020
KCS Wealth Advisory8,473$406 03/31/2020
     CWB8,473$406 03/31/2020
Capital Square LLC8,380$401 03/31/2020
     CWB8,380$401 03/31/2020
Advent Capital Management DE8,060$386 03/31/2020
     CWB8,060$386 03/31/2020
Winslow Evans & Crocker Inc.8,004$386 03/31/2020
     CWB8,004$386 03/31/2020
Spotlight Asset Group Inc.7,767$372 03/31/2020
     CWB7,767$372 03/31/2020
NorthRock Partners LLC7,705$369 03/31/2020
     CWB7,705$369 03/31/2020
Geneva Partners LLC7,500$359 03/31/2020
     CWB7,500$359 03/31/2020
Claraphi Advisory Network LLC7,368$353 03/31/2020
     CWB7,368$353 03/31/2020
Cetera Investment Advisers7,109$340 03/31/2020
     CWB7,109$340 03/31/2020
Kovack Advisors Inc.7,045$337 03/31/2020
     CWB7,045$337 03/31/2020
Maryland Capital Management7,020$336 03/31/2020
     CWB7,020$336 03/31/2020
D.A. Davidson & CO.7,009$335 03/31/2020
     CWB7,009$335 03/31/2020
Nations Financial Group Inc. IA ADV7,002$335 03/31/2020
     CWB7,002$335 03/31/2020
Bank Hapoalim BM6,961$333 03/31/2020
     CWB6,961$333 03/31/2020
Focused Wealth Management Inc6,881$329 03/31/2020
     CWB6,881$329 03/31/2020
Kingsview Wealth Management LLC6,877$329 03/31/2020
     CWB6,877$329 03/31/2020
Pictet & Cie Europe SA6,825$327 03/31/2020
     CWB6,825$327 03/31/2020
Krilogy Financial LLC6,832$327 03/31/2020
     CWB6,832$327 03/31/2020
Blair William & Co. IL6,792$325 03/31/2020
     CWB6,792$325 03/31/2020
Foothills Asset Management Ltd.6,553$314 03/31/2020
     CWB6,553$314 03/31/2020
United Asset Strategies Inc.6,424$307 03/31/2020
     CWB6,424$307 03/31/2020
ERn Financial LLC6,339$303 03/31/2020
     CWB6,339$303 03/31/2020
Private Portfolio Partners LLC6,319$302 03/31/2020
     CWB6,319$302 03/31/2020
Exane Derivatives6,204$297 03/31/2020
     CWB6,204$297 03/31/2020
Key Financial Inc6,096$293 03/31/2020
     CWB6,096$293 03/31/2020
Patriot Financial Group Insurance Agency LLC5,966$286 03/31/2020
     CWB5,966$286 03/31/2020
Prudential PLC5,950$285 03/31/2020
     CWB5,950$285 03/31/2020
Pinnacle Wealth Management Advisory Group LLC5,960$285 03/31/2020
     CWB5,960$285 03/31/2020
Keybank National Association OH5,769$276 03/31/2020
     CWB5,769$276 03/31/2020
Evercore Wealth Management LLC5,714$274 03/31/2020
     CWB5,714$274 03/31/2020
Atria Investments LLC5,674$272 03/31/2020
     CWB5,674$272 03/31/2020
James Investment Research Inc.5,625$269 03/31/2020
     CWB5,625$269 03/31/2020
Creative Financial Designs Inc. ADV5,587$267 03/31/2020
     CWB5,587$267 03/31/2020
Quad Cities Investment Group LLC5,413$259 03/31/2020
     CWB5,413$259 03/31/2020
Court Place Advisors LLC5,350$256 03/31/2020
     CWB5,350$256 03/31/2020
Reitz Capital Advisors LLC5,345$256 03/31/2020
     CWB5,345$256 03/31/2020
BTS Asset Management Inc.4,538$244 03/31/2020
     CWB4,538$244 03/31/2020
Mackay Shields LLC5,042$241 03/31/2020
     CWB5,042$241 03/31/2020
Riverbridge Partners LLC5,000$239 03/31/2020
     CWB5,000$239 03/31/2020
Stelac Advisory Services LLC5,000$239 03/31/2020
     CWB5,000$239 03/31/2020
Advisory Alpha LLC4,947$237 03/31/2020
     CWB4,947$237 03/31/2020
NewFocus Financial Group LLC4,928$236 03/31/2020
     CWB4,928$236 03/31/2020
Capital Investment Advisory Services LLC4,876$233 03/31/2020
     CWB4,876$233 03/31/2020
Acorn Wealth Advisors LLC4,976$233 03/31/2020
     CWB4,976$233 03/31/2020
Cullen Frost Bankers Inc.4,844$232 03/31/2020
     CWB4,844$232 03/31/2020
Emerald Investment Partners LLC4,838$232 03/31/2020
     CWB4,838$232 03/31/2020
Madden Advisory Services Inc.4,765$228 03/31/2020
     CWB4,765$228 03/31/2020
Moloney Securities Asset Management LLC4,732$226 03/31/2020
     CWB4,732$226 03/31/2020
Bogart Wealth LLC4,723$226 03/31/2020
     CWB4,723$226 03/31/2020
Bigelow Investment Advisors LLC4,600$220 03/31/2020
     CWB4,600$220 03/31/2020
Vista Investment Management4,588$220 03/31/2020
     CWB4,588$220 03/31/2020
Tompkins Financial Corp4,500$215 03/31/2020
     CWB4,500$215 03/31/2020
Adviser Investments LLC4,450$213 03/31/2020
     CWB4,450$213 03/31/2020
First Allied Advisory Services Inc.4,420$212 03/31/2020
     CWB4,420$212 03/31/2020
SeaCrest Wealth Management LLC4,396$210 03/31/2020
     CWB4,396$210 03/31/2020
Moseley Investment Management Inc.4,349$208 03/31/2020
     CWB4,349$208 03/31/2020
Westwood Holdings Group Inc.4,334$207 03/31/2020
     CWB4,334$207 03/31/2020
Centaurus Financial Inc.4,156$199 03/31/2020
     CWB4,156$199 03/31/2020
New Potomac Partners LLC3,750$179 03/31/2020
     CWB3,750$179 03/31/2020
Northern Oak Wealth Management Inc.3,689$177 03/31/2020
     CWB3,689$177 03/31/2020
American National Bank3,458$165 03/31/2020
     CWB3,458$165 03/31/2020
IMA Wealth Inc.3,445$165 03/31/2020
     CWB3,445$165 03/31/2020
NEXT Financial Group Inc3,422$164 03/31/2020
     CWB3,422$164 03/31/2020
Advisors Asset Management Inc.3,362$161 03/31/2020
     CWB3,362$161 03/31/2020
Vaughan AND Company Securities Inc.3,281$157 03/31/2020
     CWB3,281$157 03/31/2020
MUFG Americas Holdings Corp2,942$141 03/31/2020
     CWB2,942$141 03/31/2020
AdvisorNet Financial Inc2,799$134 03/31/2020
     CWB2,799$134 03/31/2020
Captrust Financial Advisors2,905$132 03/31/2020
     CWB2,905$132 03/31/2020
LifePlan Financial Group Inc2,734$131 03/31/2020
     CWB2,734$131 03/31/2020
Core Wealth Advisors Inc.2,363$113 03/31/2020
     CWB2,363$113 03/31/2020
Aptus Capital Advisors LLC2,283$112 03/31/2020
     CWB2,283$112 03/31/2020
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,280$109 03/31/2020
     CWB2,280$109 03/31/2020
Harwood Advisory Group LLC2,188$104 03/31/2020
     CWB2,188$104 03/31/2020
Harbor Investment Advisory LLC2,160$103 03/31/2020
     CWB2,160$103 03/31/2020
Global Retirement Partners LLC2,115$101 03/31/2020
     CWB2,115$101 03/31/2020
Newfound Research LLC2,053$98 03/31/2020
     CWB2,053$98 03/31/2020
Assetmark Inc.1,999$96 03/31/2020
     CWB1,999$96 03/31/2020
Wealthcare Advisory Partners LLC1,914$92 03/31/2020
     CWB1,914$92 03/31/2020
Proequities Inc.1,893$91 03/31/2020
     CWB1,893$91 03/31/2020
M&R Capital Management Inc.1,500$90 06/30/2020
     CWB1,500$90 06/30/2020
Weaver Consulting Group1,887$90 03/31/2020
     CWB1,887$90 03/31/2020
EPG Wealth Management LLC1,826$87 03/31/2020
     CWB1,826$87 03/31/2020
Sandy Spring Bank1,800$86 03/31/2020
     CWB1,800$86 03/31/2020
Parallel Advisors LLC1,805$86 03/31/2020
     CWB1,805$86 03/31/2020
CWM LLC1,774$85 03/31/2020
     CWB1,774$85 03/31/2020
FMR LLC1,707$81 03/31/2020
     CWB1,707$81 03/31/2020
Citizens Financial Group Inc RI1,637$78 03/31/2020
     CWB1,637$78 03/31/2020
Synovus Financial Corp1,513$72 03/31/2020
     CWB1,513$72 03/31/2020
Stratos Wealth Advisors LLC1,489$71 03/31/2020
     CWB1,489$71 03/31/2020
TRUE Private Wealth Advisors1,456$69 03/31/2020
     CWB1,456$69 03/31/2020
Meridian Wealth Partners LLC1,336$64 03/31/2020
     CWB1,336$64 03/31/2020
MCF Advisors LLC1,300$62 03/31/2020
     CWB1,300$62 03/31/2020
Pacitti Group Inc.1,284$61 03/31/2020
     CWB1,284$61 03/31/2020
Eudaimonia Partners LLC1,237$59 03/31/2020
     CWB1,237$59 03/31/2020
OLD Second National Bank of Aurora993$48 03/31/2020
     CWB993$48 03/31/2020
Allred Capital Management LLC1,000$48 03/31/2020
     CWB1,000$48 03/31/2020
Howe & Rusling Inc.965$46 03/31/2020
     CWB965$46 03/31/2020
Front Row Advisors LLC682$36 03/31/2020
     CWB682$36 03/31/2020
Firestone Capital Management650$31 03/31/2020
     CWB650$31 03/31/2020
Roble Belko & Company Inc555$27 03/31/2020
     CWB555$27 03/31/2020
BNP Paribas Arbitrage SA546$26 03/31/2020
     CWB546$26 03/31/2020
Ameritas Investment Company LLC512$25 03/31/2020
     CWB512$25 03/31/2020
S.A. Mason LLC530$25 03/31/2020
     CWB530$25 03/31/2020
Flagship Harbor Advisors LLC490$23 03/31/2020
     CWB490$23 03/31/2020
D Orazio & Associates Inc.455$22 03/31/2020
     CWB455$22 03/31/2020
Valeo Financial Advisors LLC428$21 03/31/2020
     CWB428$21 03/31/2020
MBE Wealth Management LLC435$20 03/31/2020
     CWB435$20 03/31/2020
HM Payson & Co.400$19 03/31/2020
     CWB400$19 03/31/2020
Baystate Wealth Management LLC404$19 03/31/2020
     CWB404$19 03/31/2020
Orion Portfolio Solutions LLC407$19 03/31/2020
     CWB407$19 03/31/2020
Capital Asset Advisory Services LLC330$18 03/31/2020
     CWB330$18 03/31/2020
Migdal Insurance & Financial Holdings Ltd.350$17 03/31/2020
     CWB350$17 03/31/2020
Stonebridge Financial Planning Group LLC300$15 03/31/2020
     CWB300$15 03/31/2020
Tower Research Capital LLC TRC 263$13 03/31/2020
     CWB263$13 03/31/2020
Prelude Capital Management LLC $12 03/31/2020
     Call300$12 03/31/2020
FDx Advisors Inc.10,000$12 03/31/2020
     CWB10,000$12 03/31/2020
Verus Capital Partners LLC211$10 03/31/2020
     CWB211$10 03/31/2020
Atlas Private Wealth Management200$10 03/31/2020
     CWB200$10 03/31/2020
Ameritas Investment Partners Inc.198$9 03/31/2020
     CWB198$9 03/31/2020
Mcmillion Capital Management Inc.180$9 03/31/2020
     CWB180$9 03/31/2020
Zions Bancorporation N.A.184$9 03/31/2020
     CWB184$9 03/31/2020
Truvestments Capital LLC197$9 03/31/2020
     CWB197$9 03/31/2020
Ancora Advisors LLC161$8 03/31/2020
     CWB161$8 03/31/2020
Kessler Investment Group LLC165$8 03/31/2020
     CWB165$8 03/31/2020
Trustcore Financial Services LLC131$6 03/31/2020
     CWB131$6 03/31/2020
BlackRock Inc.78$4 03/31/2020
     CWB78$4 03/31/2020
Allworth Financial LP74$4 03/31/2020
     CWB74$4 03/31/2020
Clearstead Advisors LLC64$3 03/31/2020
     CWB64$3 03/31/2020
Carmichael Hill & Associates Inc.60$3 03/31/2020
     CWB60$3 03/31/2020
Lake Point Wealth Management53$3 03/31/2020
     CWB53$3 03/31/2020
Tsfg LLC65$3 03/31/2020
     CWB65$3 03/31/2020
First Horizon Advisors Inc.61$2 03/31/2020
     CWB61$2 03/31/2020
First National Corp MA ADV31,651$1 03/31/2020
     CWB31,651$1 03/31/2020
Toth Financial Advisory Corp22$1 03/31/2020
     CWB22$1 03/31/2020
Transamerica Financial Advisors Inc.7$1 03/31/2020
     CWB7$1 03/31/2020
Kore Private Wealth LLC25$1 03/31/2020
     CWB25$1 03/31/2020
Ellevest Inc.7$0 03/31/2020
     CWB7$0 03/31/2020
Davis Capital Management10$0 03/31/2020
     CWB10$0 03/31/2020

See Summary: Institutional Holders of CWB
See Details: Top 10 Hedge Funds Holding CWB
Also See: CWB Holdings Changes

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