HoldingsChannel.com
Funds Holding FPE
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley42,828,079$702,380 03/31/2020
     FPE42,828,079$702,380 03/31/2020
Royal Bank of Canada13,212,737$216,689 03/31/2020
     FPE13,212,737$216,689 03/31/2020
UBS Group AG9,613,098$157,655 03/31/2020
     FPE9,613,098$157,655 03/31/2020
Bank of America Corp DE7,270,252$119,232 03/31/2020
     FPE7,270,252$119,232 03/31/2020
LPL Financial LLC5,029,459$82,483 03/31/2020
     FPE5,029,459$82,483 03/31/2020
Eaton Vance Management3,800,046$62,321 03/31/2020
     FPE3,800,046$62,321 03/31/2020
Trustmark National Bank Trust Department2,187,089$35,869 03/31/2020
     FPE2,187,089$35,869 03/31/2020
Advisor Group Holdings Inc.1,785,315$28,767 03/31/2020
     FPE1,785,315$28,767 03/31/2020
Cambridge Investment Research Advisors Inc.1,704,926$27,961 03/31/2020
     FPE1,704,926$27,961 03/31/2020
Raymond James & Associates1,690,079$27,717 03/31/2020
     FPE1,690,079$27,717 03/31/2020
CWM LLC1,672,684$27,432 03/31/2020
     FPE1,672,684$27,432 03/31/2020
Truist Financial Corp1,538,590$25,233 03/31/2020
     FPE1,538,590$25,233 03/31/2020
Janney Montgomery Scott LLC1,396,413$22,901 03/31/2020
     FPE1,396,413$22,901 03/31/2020
Park National Corp OH1,208,718$22,265 06/30/2020
     FPE1,208,718$22,265 06/30/2020
Summit Financial Wealth Advisors LLC1,253,547$20,796 03/31/2020
     FPE1,253,547$20,796 03/31/2020
Envestnet Asset Management Inc.1,229,919$20,171 03/31/2020
     FPE1,229,919$20,171 03/31/2020
Baird Financial Group Inc.1,139,050$18,680 03/31/2020
     FPE1,139,050$18,680 03/31/2020
Miracle Mile Advisors LLC1,116,921$18,318 03/31/2020
     FPE1,116,921$18,318 03/31/2020
Stifel Financial Corp1,108,448$18,178 03/31/2020
     FPE1,108,448$18,178 03/31/2020
Qube Research & Technologies Ltd1,079,827$17,709 03/31/2020
     FPE1,079,827$17,709 03/31/2020
Flaharty Asset Management LLC1,064,056$17,450 03/31/2020
     FPE1,064,056$17,450 03/31/2020
MML Investors Services LLC1,001,751$16,429 03/31/2020
     FPE1,001,751$16,429 03/31/2020
Country Trust Bank999,479$16,391 03/31/2020
     FPE999,479$16,391 03/31/2020
Beacon Financial Group930,168$15,627 03/31/2020
     FPE930,168$15,627 03/31/2020
Commonwealth Equity Services LLC886,037$14,531 03/31/2020
     FPE886,037$14,531 03/31/2020
American Financial Advisors LLC806,351$14,369 03/31/2020
     FPE806,351$14,369 03/31/2020
SRS Capital Advisors Inc.836,045$13,711 03/31/2020
     FPE836,045$13,711 03/31/2020
Magnus Financial Group LLC803,182$13,172 03/31/2020
     FPE803,182$13,172 03/31/2020
HCR Wealth Advisors696,288$11,419 03/31/2020
     FPE696,288$11,419 03/31/2020
Level Four Advisory Services LLC659,269$10,817 03/31/2020
     FPE659,269$10,817 03/31/2020
Avantax Advisory Services Inc.650,766$10,666 03/31/2020
     FPE650,766$10,666 03/31/2020
Clearwater Capital Advisors LLC587,995$9,643 03/31/2020
     FPE587,995$9,643 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management553,800$9,082 03/31/2020
     FPE553,800$9,082 03/31/2020
Gradient Investments LLC551,366$9,042 03/31/2020
     FPE551,366$9,042 03/31/2020
JPMorgan Chase & Co.521,633$8,555 03/31/2020
     FPE521,633$8,555 03/31/2020
Karp Capital Management Corp502,496$8,241 03/31/2020
     FPE502,496$8,241 03/31/2020
First Trust Advisors LP492,541$8,078 03/31/2020
     FPE492,541$8,078 03/31/2020
Wells Fargo & Company MN449,943$7,379 03/31/2020
     FPE449,943$7,379 03/31/2020
Soltis Investment Advisors LLC414,355$6,795 03/31/2020
     FPE414,355$6,795 03/31/2020
Icon Wealth Partners LLC401,591$6,586 03/31/2020
     FPE401,591$6,586 03/31/2020
Bank of Montreal Can381,404$6,156 03/31/2020
     FPE381,404$6,156 03/31/2020
Aspen Investment Management Inc360,773$5,917 03/31/2020
     FPE360,773$5,917 03/31/2020
Archer Investment Corp355,634$5,832 03/31/2020
     FPE355,634$5,832 03/31/2020
Northern Oak Wealth Management Inc.337,319$5,532 03/31/2020
     FPE337,319$5,532 03/31/2020
Barings LLC325,973$5,346 03/31/2020
     FPE325,973$5,346 03/31/2020
Wills Financial Group Inc.325,111$5,332 03/31/2020
     FPE325,111$5,332 03/31/2020
Measured Wealth Private Client Group LLC316,452$5,190 03/31/2020
     FPE316,452$5,190 03/31/2020
Stratos Wealth Partners LTD.299,786$4,916 03/31/2020
     FPE299,786$4,916 03/31/2020
UMB Bank N A MO296,064$4,855 03/31/2020
     FPE296,064$4,855 03/31/2020
Transform Wealth LLC281,006$4,608 03/31/2020
     FPE281,006$4,608 03/31/2020
Comerica Bank257,819$4,581 03/31/2020
     FPE257,819$4,581 03/31/2020
Cetera Investment Advisers276,245$4,530 03/31/2020
     FPE276,245$4,530 03/31/2020
Quad Cities Investment Group LLC271,468$4,452 03/31/2020
     FPE271,468$4,452 03/31/2020
B. Riley Wealth Management Inc.263,623$4,323 03/31/2020
     FPE263,623$4,323 03/31/2020
Csenge Advisory Group237,189$3,890 03/31/2020
     FPE237,189$3,890 03/31/2020
Benjamin F. Edwards & Company Inc.236,880$3,885 03/31/2020
     FPE236,880$3,885 03/31/2020
Private Advisor Group LLC235,045$3,855 03/31/2020
     FPE235,045$3,855 03/31/2020
Sigma Planning Corp228,939$3,755 03/31/2020
     FPE228,939$3,755 03/31/2020
Hardy Reed LLC227,644$3,733 03/31/2020
     FPE227,644$3,733 03/31/2020
Family Legacy Inc.222,716$3,653 03/31/2020
     FPE222,716$3,653 03/31/2020
Atlas Private Wealth Management219,444$3,599 03/31/2020
     FPE219,444$3,599 03/31/2020
Lincoln National Corp217,586$3,568 03/31/2020
     FPE217,586$3,568 03/31/2020
RFG Advisory LLC206,301$3,383 03/31/2020
     FPE206,301$3,383 03/31/2020
Cetera Advisor Networks LLC200,938$3,295 03/31/2020
     FPE200,938$3,295 03/31/2020
PNC Financial Services Group Inc.194,199$3,184 03/31/2020
     FPE194,199$3,184 03/31/2020
StrategIQ Financial Group LLC186,535$3,059 03/31/2020
     FPE186,535$3,059 03/31/2020
First Allied Advisory Services Inc.180,558$2,961 03/31/2020
     FPE180,558$2,961 03/31/2020
Citigroup Inc.165,972$2,722 03/31/2020
     FPE165,972$2,722 03/31/2020
Mirae Asset Global Investments Co. Ltd.152,834$2,506 03/31/2020
     FPE152,834$2,506 03/31/2020
Prospera Financial Services Inc150,151$2,462 03/31/2020
     FPE150,151$2,462 03/31/2020
CLS Investments LLC148,503$2,435 03/31/2020
     FPE148,503$2,435 03/31/2020
Mutual Advisors LLC146,649$2,405 03/31/2020
     FPE146,649$2,405 03/31/2020
Signature Estate & Investment Advisors LLC143,931$2,361 03/31/2020
     FPE143,931$2,361 03/31/2020
First Heartland Consultants Inc.142,877$2,343 03/31/2020
     FPE142,877$2,343 03/31/2020
BHF RG Capital Inc.140,540$2,305 03/31/2020
     FPE140,540$2,305 03/31/2020
Jane Street Group LLC138,495$2,271 03/31/2020
     FPE138,495$2,271 03/31/2020
Stephens Inc. AR137,608$2,257 03/31/2020
     FPE137,608$2,257 03/31/2020
Western Wealth Management LLC136,593$2,239 03/31/2020
     FPE136,593$2,239 03/31/2020
Wedbush Securities Inc.135,638$2,224 03/31/2020
     FPE135,638$2,224 03/31/2020
Equitable Holdings Inc.133,670$2,192 03/31/2020
     FPE133,670$2,192 03/31/2020
Ironwood Investment Counsel LLC122,291$2,005 03/31/2020
     FPE122,291$2,005 03/31/2020
Benjamin Edwards Inc.120,863$1,982 03/31/2020
     FPE120,863$1,982 03/31/2020
IHT Wealth Management LLC119,165$1,954 03/31/2020
     FPE119,165$1,954 03/31/2020
Concentrum Wealth Management118,099$1,937 03/31/2020
     FPE118,099$1,937 03/31/2020
River & Mercantile LLC114,045$1,870 03/31/2020
     FPE114,045$1,870 03/31/2020
Edmonds Duncan Registered Investment Advisors LLC113,509$1,862 03/31/2020
     FPE113,509$1,862 03/31/2020
QP Wealth Management LLC104,674$1,853 03/31/2020
     FPE104,674$1,853 03/31/2020
Red Cedar Investment Management LLC106,874$1,753 03/31/2020
     FPE106,874$1,753 03/31/2020
Steward Partners Investment Advisory LLC106,701$1,749 03/31/2020
     FPE106,701$1,749 03/31/2020
Financial Enhancement Group LLC104,011$1,706 03/31/2020
     FPE104,011$1,706 03/31/2020
Oxbow Advisors LLC103,544$1,698 03/31/2020
     FPE103,544$1,698 03/31/2020
KMG Fiduciary Partners LLC102,247$1,677 03/31/2020
     FPE102,247$1,677 03/31/2020
Verition Fund Management LLC101,636$1,667 03/31/2020
     FPE101,636$1,667 03/31/2020
Stonebridge Financial Planning Group LLC94,612$1,642 03/31/2020
     FPE94,612$1,642 03/31/2020
Brown Advisory Securities LLC96,438$1,599 03/31/2020
     FPE96,438$1,599 03/31/2020
Harvest Investment Services LLC97,169$1,593 03/31/2020
     FPE97,169$1,593 03/31/2020
IFG Advisory LLC92,756$1,521 03/31/2020
     FPE92,756$1,521 03/31/2020
Proequities Inc.92,564$1,520 03/31/2020
     FPE92,564$1,520 03/31/2020
American Institute for Advanced Investment Management LLP90,178$1,479 03/31/2020
     FPE90,178$1,479 03/31/2020
GWM Advisors LLC90,010$1,476 03/31/2020
     FPE90,010$1,476 03/31/2020
Cypress Capital Group89,530$1,468 03/31/2020
     FPE89,530$1,468 03/31/2020
Citadel Advisors LLC89,492$1,468 03/31/2020
     FPE89,492$1,468 03/31/2020
Parametric Portfolio Associates LLC88,133$1,445 03/31/2020
     FPE88,133$1,445 03/31/2020
Chicago Partners Investment Group LLC79,519$1,438 03/31/2020
     FPE79,519$1,438 03/31/2020
Lake Street Financial LLC87,349$1,433 03/31/2020
     FPE87,349$1,433 03/31/2020
Cornell Pochily Investment Advisors Inc.85,019$1,394 03/31/2020
     FPE85,019$1,394 03/31/2020
DAVENPORT & Co LLC83,353$1,367 03/31/2020
     FPE83,353$1,367 03/31/2020
Associated Banc Corp82,115$1,347 03/31/2020
     FPE82,115$1,347 03/31/2020
Argent Advisors Inc.79,979$1,312 03/31/2020
     FPE79,979$1,312 03/31/2020
Quantitative Advantage LLC79,185$1,299 03/31/2020
     FPE79,185$1,299 03/31/2020
Patriot Financial Group Insurance Agency LLC76,962$1,262 03/31/2020
     FPE76,962$1,262 03/31/2020
Strategic Wealth Advisors Group LLC75,302$1,236 03/31/2020
     FPE75,302$1,236 03/31/2020
Providence Wealth Advisors LLC76,484$1,226 03/31/2020
     FPE76,484$1,226 03/31/2020
NEXT Financial Group Inc73,671$1,208 03/31/2020
     FPE73,671$1,208 03/31/2020
Wintrust Investments LLC72,172$1,184 03/31/2020
     FPE72,172$1,184 03/31/2020
Synovus Financial Corp70,378$1,155 03/31/2020
     FPE70,378$1,155 03/31/2020
WealthBridge Capital Management LLC70,111$1,150 03/31/2020
     FPE70,111$1,150 03/31/2020
Arden Trust Co68,256$1,119 03/31/2020
     FPE68,256$1,119 03/31/2020
Smith Capital Management Inc. AR ADV66,105$1,084 03/31/2020
     FPE66,105$1,084 03/31/2020
Americana Partners LLC65,805$1,079 03/31/2020
     FPE65,805$1,079 03/31/2020
Vista Investment Management65,102$1,068 03/31/2020
     FPE65,102$1,068 03/31/2020
Burns J W & Co. Inc. NY57,775$1,064 06/30/2020
     FPE57,775$1,064 06/30/2020
Brio Consultants LLC63,268$1,038 03/31/2020
     FPE63,268$1,038 03/31/2020
United Capital Financial Advisers LLC63,026$1,034 03/31/2020
     FPE63,026$1,034 03/31/2020
RVW Wealth LLC61,670$1,011 03/31/2020
     FPE61,670$1,011 03/31/2020
Kovack Advisors Inc.60,117$986 03/31/2020
     FPE60,117$986 03/31/2020
AdvisorNet Financial Inc59,919$983 03/31/2020
     FPE59,919$983 03/31/2020
Clear Creek Financial Management LLC54,715$983 03/31/2020
     FPE54,715$983 03/31/2020
Moser Wealth Advisors LLC58,800$964 03/31/2020
     FPE58,800$964 03/31/2020
Northwest Wealth Management LLC58,257$955 03/31/2020
     FPE58,257$955 03/31/2020
Thrivent Financial for Lutherans57,196$938 03/31/2020
     FPE57,196$938 03/31/2020
Corient Capital Partners LLC57,198$938 03/31/2020
     FPE57,198$938 03/31/2020
Jaffetilchin Investment Partners LLC54,405$892 03/31/2020
     FPE54,405$892 03/31/2020
LVZ Advisors Inc.52,522$861 03/31/2020
     FPE52,522$861 03/31/2020
Financial Advocates Investment Management51,883$851 03/31/2020
     FPE51,883$851 03/31/2020
Gladstone Institutional Advisory LLC48,738$799 03/31/2020
     FPE48,738$799 03/31/2020
SeaCrest Wealth Management LLC48,529$796 03/31/2020
     FPE48,529$796 03/31/2020
Steel Peak Wealth Management LLC47,777$784 03/31/2020
     FPE47,777$784 03/31/2020
Ameritas Investment Company LLC47,248$773 03/31/2020
     FPE47,248$773 03/31/2020
Advisory Services Network LLC46,320$760 03/31/2020
     FPE46,320$760 03/31/2020
Advanced Asset Management Advisors Inc46,000$754 03/31/2020
     FPE46,000$754 03/31/2020
Telemus Capital LLC40,500$748 03/31/2020
     FPE40,500$748 03/31/2020
D.A. Davidson & CO.45,005$738 03/31/2020
     FPE45,005$738 03/31/2020
Capital One Financial Corp40,670$667 03/31/2020
     FPE40,670$667 03/31/2020
Sequoia Financial Advisors LLC40,195$659 03/31/2020
     FPE40,195$659 03/31/2020
H&H Retirement Design & Management INC39,472$647 03/31/2020
     FPE39,472$647 03/31/2020
Noven Financial Group Inc.39,334$645 03/31/2020
     FPE39,334$645 03/31/2020
AE Wealth Management LLC38,973$639 03/31/2020
     FPE38,973$639 03/31/2020
BEAM Asset Management LLC33,903$631 06/30/2020
     FPE33,903$631 06/30/2020
Creative Planning38,411$630 03/31/2020
     FPE38,411$630 03/31/2020
Trustcore Financial Services LLC38,254$627 03/31/2020
     FPE38,254$627 03/31/2020
Patten Group Inc.38,197$626 03/31/2020
     FPE38,197$626 03/31/2020
CRA Financial Services LLC36,660$601 03/31/2020
     FPE36,660$601 03/31/2020
Winslow Evans & Crocker Inc.36,378$598 03/31/2020
     FPE36,378$598 03/31/2020
Thoroughbred Financial Services LLC36,374$597 03/31/2020
     FPE36,374$597 03/31/2020
Gill Capital Partners LLC35,593$584 03/31/2020
     FPE35,593$584 03/31/2020
Mid Atlantic Financial Management Inc. ADV35,555$583 03/31/2020
     FPE35,555$583 03/31/2020
Moors & Cabot Inc.34,695$567 03/31/2020
     FPE34,695$567 03/31/2020
Scotia Capital Inc.34,147$560 03/31/2020
     FPE34,147$560 03/31/2020
Aurora Private Wealth Inc.32,903$540 03/31/2020
     FPE32,903$540 03/31/2020
M Holdings Securities Inc.32,387$531 03/31/2020
     FPE32,387$531 03/31/2020
US Bancorp DE31,333$514 03/31/2020
     FPE31,333$514 03/31/2020
National Asset Management Inc.31,005$509 03/31/2020
     FPE31,005$509 03/31/2020
Flow Traders U.S. LLC30,755$504 03/31/2020
     FPE30,755$504 03/31/2020
PSI Advisors LLC30,647$502 03/31/2020
     FPE30,647$502 03/31/2020
BOKF NA30,336$498 03/31/2020
     FPE30,336$498 03/31/2020
Oppenheimer & Co. Inc.30,376$498 03/31/2020
     FPE30,376$498 03/31/2020
Hilltop Holdings Inc.29,824$489 03/31/2020
     FPE29,824$489 03/31/2020
Capital Investment Advisory Services LLC29,735$488 03/31/2020
     FPE29,735$488 03/31/2020
Brendel Financial Advisors LLC29,483$484 03/31/2020
     FPE29,483$484 03/31/2020
Summit Financial Group Inc.25,493$470 06/30/2020
     FPE25,493$470 06/30/2020
Busey Wealth Management28,078$460 03/31/2020
     FPE28,078$460 03/31/2020
JOYN Advisors Inc.27,312$448 03/31/2020
     FPE27,312$448 03/31/2020
M&T Bank Corp27,167$446 03/31/2020
     FPE27,167$446 03/31/2020
Spectrum Management Group LLC26,996$443 03/31/2020
     FPE26,996$443 03/31/2020
Lido Advisors LLC26,487$434 03/31/2020
     FPE26,487$434 03/31/2020
Baker Avenue Asset Management LP25,640$420 03/31/2020
     FPE25,640$420 03/31/2020
RPg Family Wealth Advisory LLC25,556$419 03/31/2020
     FPE25,556$419 03/31/2020
Kingsview Wealth Management LLC25,563$419 03/31/2020
     FPE25,563$419 03/31/2020
M&R Capital Management Inc.22,334$410 06/30/2020
     FPE22,334$410 06/30/2020
Northwestern Mutual Wealth Management Co.24,873$408 03/31/2020
     FPE24,873$408 03/31/2020
EPG Wealth Management LLC24,454$401 03/31/2020
     FPE24,454$401 03/31/2020
OLD Mission Capital LLC24,301$399 03/31/2020
     FPE24,301$399 03/31/2020
Verus Capital Partners LLC24,249$398 03/31/2020
     FPE24,249$398 03/31/2020
Ameriprise Financial Inc.23,906$392 03/31/2020
     FPE23,906$392 03/31/2020
1776 Wealth LLC23,573$386 03/31/2020
     FPE23,573$386 03/31/2020
Legacy Wealth Partners Inc.23,000$377 03/31/2020
     FPE23,000$377 03/31/2020
Clarus Wealth Advisors23,190$375 03/31/2020
     FPE23,190$375 03/31/2020
Good Life Advisors LLC22,610$368 03/31/2020
     FPE22,610$368 03/31/2020
Principle Wealth Partners LLC21,574$354 03/31/2020
     FPE21,574$354 03/31/2020
IFP Advisors Inc20,617$353 03/31/2020
     FPE20,617$353 03/31/2020
Private Advisory Group LLC20,478$336 03/31/2020
     FPE20,478$336 03/31/2020
OLD Dominion Capital Management Inc.20,097$330 03/31/2020
     FPE20,097$330 03/31/2020
Robertson Stephens Wealth Management LLC19,778$324 03/31/2020
     FPE19,778$324 03/31/2020
Iowa State Bank19,324$317 03/31/2020
     FPE19,324$317 03/31/2020
LifeSteps Financial Inc.19,088$313 03/31/2020
     FPE19,088$313 03/31/2020
We Are One Seven LLC19,013$311 03/31/2020
     FPE19,013$311 03/31/2020
Sound View Wealth Advisors Group LLC18,972$311 03/31/2020
     FPE18,972$311 03/31/2020
ARQ Wealth Advisors LLC18,696$307 03/31/2020
     FPE18,696$307 03/31/2020
Pensionmark Financial Group LLC18,179$298 03/31/2020
     FPE18,179$298 03/31/2020
Sowell Financial Services LLC18,134$297 03/31/2020
     FPE18,134$297 03/31/2020
Ibex Wealth Advisors18,045$295 03/31/2020
     FPE18,045$295 03/31/2020
Centaurus Financial Inc.17,454$286 03/31/2020
     FPE17,454$286 03/31/2020
McMahon Financial Advisors LLC17,964$274 03/31/2020
     FPE17,964$274 03/31/2020
Merit Financial Group LLC16,222$266 03/31/2020
     FPE16,222$266 03/31/2020
Integrated Wealth Concepts LLC16,072$264 03/31/2020
     FPE16,072$264 03/31/2020
Advisors Asset Management Inc.15,693$257 03/31/2020
     FPE15,693$257 03/31/2020
Flagship Harbor Advisors LLC15,685$257 03/31/2020
     FPE15,685$257 03/31/2020
QCI Asset Management Inc. NY15,391$252 03/31/2020
     FPE15,391$252 03/31/2020
Laurel Wealth Advisors Inc.15,173$248 03/31/2020
     FPE15,173$248 03/31/2020
Vivaldi Capital Management LLC15,000$246 03/31/2020
     FPE15,000$246 03/31/2020
Kerntke Otto McGlone Wealth Management Group14,815$243 03/31/2020
     FPE14,815$243 03/31/2020
Claro Advisors LLC14,440$237 03/31/2020
     FPE14,440$237 03/31/2020
Hochman Cole Investment Advisors Inc.13,985$229 03/31/2020
     FPE13,985$229 03/31/2020
Triton Wealth Management PLLC12,419$223 03/31/2020
     FPE12,419$223 03/31/2020
Neuberger Berman Group LLC13,554$222 03/31/2020
     FPE13,554$222 03/31/2020
Jacobi Capital Management LLC13,297$218 03/31/2020
     FPE13,297$218 03/31/2020
Holistic Financial Partners13,068$214 03/31/2020
     FPE13,068$214 03/31/2020
Wendell David Associates Inc.13,000$213 03/31/2020
     FPE13,000$213 03/31/2020
Teamwork Financial Advisors LLC12,389$203 03/31/2020
     FPE12,389$203 03/31/2020
Comerica Securities Inc.12,309$202 03/31/2020
     FPE12,309$202 03/31/2020
Wealthsource Partners LLC11,736$192 03/31/2020
     FPE11,736$192 03/31/2020
Golden State Wealth Management LLC11,531$189 03/31/2020
     FPE11,531$189 03/31/2020
Private Portfolio Partners LLC11,372$186 03/31/2020
     FPE11,372$186 03/31/2020
Emerald Investment Partners LLC11,252$185 03/31/2020
     FPE11,252$185 03/31/2020
Global Retirement Partners LLC10,486$172 03/31/2020
     FPE10,486$172 03/31/2020
Moseley Investment Management Inc.10,426$171 03/31/2020
     FPE10,426$171 03/31/2020
Mengis Capital Management Inc.10,117$165 03/31/2020
     FPE10,117$165 03/31/2020
Cedar Brook Financial Partners LLC10,030$164 03/31/2020
     FPE10,030$164 03/31/2020
Capital Square LLC9,990$164 03/31/2020
     FPE9,990$164 03/31/2020
Capital Advisors Ltd. LLC9,849$162 03/31/2020
     FPE9,849$162 03/31/2020
Rockefeller Capital Management L.P.9,578$157 03/31/2020
     FPE9,578$157 03/31/2020
Deutsche Bank AG9,337$153 03/31/2020
     FPE9,337$153 03/31/2020
Pinnacle Bank7,682$142 06/30/2020
     FPE7,682$142 06/30/2020
Hudock Inc.8,000$131 03/31/2020
     FPE8,000$131 03/31/2020
Wealthcare Advisory Partners LLC7,911$130 03/31/2020
     FPE7,911$130 03/31/2020
FinTrust Capital Advisors LLC7,280$119 03/31/2020
     FPE7,280$119 03/31/2020
MBE Wealth Management LLC6,680$109 03/31/2020
     FPE6,680$109 03/31/2020
Retirement Network6,525$107 03/31/2020
     FPE6,525$107 03/31/2020
Bellevue Asset Management LLC6,018$107 03/31/2020
     FPE6,018$107 03/31/2020
Orion Portfolio Solutions LLC5,708$94 03/31/2020
     FPE5,708$94 03/31/2020
Covington Capital Management5,214$86 03/31/2020
     FPE5,214$86 03/31/2020
Whittier Trust Co.5,000$82 03/31/2020
     FPE5,000$82 03/31/2020
Migdal Insurance & Financial Holdings Ltd.4,910$81 03/31/2020
     FPE4,910$81 03/31/2020
Liberty Wealth Management LLC4,648$76 03/31/2020
     FPE4,648$76 03/31/2020
Rosenberg Matthew Hamilton4,316$71 03/31/2020
     FPE4,316$71 03/31/2020
Sofos Investments Inc. $62 03/31/2020
     MUTFDETF3,785$62 03/31/2020
     FPE7$0 03/31/2020
Global Financial Private Capital Inc3,639$60 03/31/2020
     FPE3,639$60 03/31/2020
Princeton Global Asset Management LLC3,650$60 03/31/2020
     FPE3,650$60 03/31/2020
Carroll Financial Associates Inc.3,473$56 03/31/2020
     FPE3,473$56 03/31/2020
Cordasco Financial Network2,500$41 03/31/2020
     FPE2,500$41 03/31/2020
Smithfield Trust Co.2,464$40 03/31/2020
     FPE2,464$40 03/31/2020
Plante Moran Financial Advisors LLC2,462$40 03/31/2020
     FPE2,462$40 03/31/2020
Carmichael Hill & Associates Inc.2,143$35 03/31/2020
     FPE2,143$35 03/31/2020
City Holding Co.1,800$30 03/31/2020
     FPE1,800$30 03/31/2020
Procyon Private Wealth Partners LLC1,697$28 03/31/2020
     FPE1,697$28 03/31/2020
Certified Advisory Corp1,600$26 03/31/2020
     FPE1,600$26 03/31/2020
Cullen Frost Bankers Inc.1,225$20 03/31/2020
     FPE1,225$20 03/31/2020
Wealth Quarterback LLC2,171$18 03/31/2020
     FPE2,171$18 03/31/2020
Vectors Research Management LLC1,006$16 03/31/2020
     FPE1,006$16 03/31/2020
Fifth Third Bancorp925$15 03/31/2020
     FPE925$15 03/31/2020
Glenmede Trust Co. NA744$14 03/31/2020
     FPE744$14 03/31/2020
BlackRock Inc.844$14 03/31/2020
     FPE844$14 03/31/2020
Assetmark Inc.734$12 03/31/2020
     FPE734$12 03/31/2020
JNBA Financial Advisors500$8 03/31/2020
     FPE500$8 03/31/2020
First Horizon Advisors Inc.497$8 03/31/2020
     FPE497$8 03/31/2020
AllSquare Wealth Management LLC492$8 03/31/2020
     FPE492$8 03/31/2020
Capital Bank & Trust Co495$8 03/31/2020
     FPE495$8 03/31/2020
Investors Research Corp493$8 03/31/2020
     FPE493$8 03/31/2020
AlphaMark Advisors LLC400$7 03/31/2020
     FPE400$7 03/31/2020
Capital Analysts LLC430$7 03/31/2020
     FPE430$7 03/31/2020
Reilly Financial Advisors LLC321$5 03/31/2020
     FPE321$5 03/31/2020
Highlander Capital Management LLC300$5 03/31/2020
     FPE300$5 03/31/2020
Global Wealth Management Investment Advisory Inc.217$4 03/31/2020
     FPE217$4 03/31/2020
CVA Family Office LLC266$4 03/31/2020
     FPE266$4 03/31/2020
Simplex Trading LLC $3 03/31/2020
     Put3$4 03/31/2020
     Call3$4 03/31/2020
     FPE200$3 03/31/2020
Front Row Advisors LLC192$3 03/31/2020
     FPE192$3 03/31/2020
Sound Income Strategies LLC171$3 03/31/2020
     FPE171$3 03/31/2020
Tower Research Capital LLC TRC 100$2 03/31/2020
     FPE100$2 03/31/2020
Lloyd Advisory Services LLC.94$2 03/31/2020
     FPE94$2 03/31/2020
Ballast Advisors LLC124$2 03/31/2020
     FPE124$2 03/31/2020
Harwood Advisory Group LLC103$1 03/31/2020
     FPE103$1 03/31/2020
Bay Harbor Wealth Management LLC89$1 03/31/2020
     FPE89$1 03/31/2020
Engrave Wealth Partners LLC105$1 03/31/2020
     FPE105$1 03/31/2020
FMR LLC3$0 03/31/2020
     FPE3$0 03/31/2020
Stonebridge Capital Advisors LLC0$0 03/31/2020
     FPE0$0 03/31/2020
Larson Financial Group LLC25$0 03/31/2020
     FPE25$0 03/31/2020
Savior LLC17$0 03/31/2020
     FPE17$0 03/31/2020

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

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