HoldingsChannel.com
| Filer | 9/30/2019 Share Count | 12/31/2019 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MBG Share Count | ||||
| Commonwealth Equity Services LLC | 19,165 | 431,096 | +411,931 | +2149.39% |
| 277 | 5,038 | +4,761 | +1718.77% | |
| Proequities Inc. | 1,125 | 9,101 | +7,976 | +708.98% |
| UBS Group AG | 9,196 | 40,030 | +30,834 | +335.30% |
| Prime Capital Investment Advisors LLC | 677 | 2,939 | +2,262 | +334.12% |
| HNP Capital LLC | 27,918 | 100,408 | +72,490 | +259.65% |
| LPL Financial LLC | 50,104 | 174,976 | +124,872 | +249.23% |
| Vectors Research Management LLC | 27,918 | 92,495 | +64,577 | +231.31% |
| Sowell Financial Services LLC | 1,566 | 3,956 | +2,390 | +152.62% |
| Flagship Harbor Advisors LLC | 4,105 | 10,075 | +5,970 | +145.43% |
| Bank of America Corp DE | 400,393 | 869,299 | +468,906 | +117.11% |
| Avantax Advisory Services Inc. | 10,625 | 22,676 | +12,051 | +113.42% |
| Lucia Wealth Services LLC | 13,570 | 28,187 | +14,617 | +107.72% |
| State Street Corp | 156,220 | 312,979 | +156,759 | +100.35% |
| Certified Advisory Corp | 19,494 | 38,634 | +19,140 | +98.18% |
| RFG Advisory LLC | 8,568 | 15,957 | +7,389 | +86.24% |
| AE Wealth Management LLC | 24,826 | 44,314 | +19,488 | +78.50% |
| Sawtooth Solutions LLC | 23,982 | 41,249 | +17,267 | +72.00% |
| Pinnacle Advisory Group Inc. | 26,334 | 40,103 | +13,769 | +52.29% |
| Usca Ria LLC | 17,650 | 26,700 | +9,050 | +51.27% |
| Hilltop Holdings Inc. | 16,220 | 23,884 | +7,664 | +47.25% |
| Kingsview Wealth Management LLC | 13,500 | 19,368 | +5,868 | +43.47% |
| FormulaFolio Investments LLC | 28,828 | 38,700 | +9,872 | +34.24% |
| Advisors Asset Management Inc. | 1,625 | 2,106 | +481 | +29.60% |
| 3,000 | 3,842 | +842 | +28.07% | |
| Financial Engines Advisors L.L.C. | 12,208,039 | 14,035,388 | +1,827,349 | +14.97% |
| 66,011 | 74,408 | +8,397 | +12.72% | |
| Cornerstone Wealth Management LLC | 27,141 | 30,569 | +3,428 | +12.63% |
| Change Path LLC | 17,849 | 19,904 | +2,055 | +11.51% |
| Gradient Investments LLC | 598,739 | 665,408 | +66,669 | +11.13% |
| Wealth Enhancement Advisory Services LLC | 1,058,438 | 1,166,334 | +107,896 | +10.19% |
| Patriot Financial Group Insurance Agency LLC | 20,511 | 22,309 | +1,798 | +8.77% |
| LexAurum Advisors LLC | 17,254 | 18,747 | +1,493 | +8.65% |
| Allen Capital Group LLC | 218,709 | 233,103 | +14,394 | +6.58% |
| Redwood Investment Management LLC | 119,112 | 123,923 | +4,811 | +4.04% |
| Raymond James & Associates | 74,183 | 76,478 | +2,295 | +3.09% |
| Royal Bank of Canada | 23,204 | 23,760 | +556 | +2.40% |
| Chesapeake Wealth Management | 299,167 | 303,974 | +4,807 | +1.61% |
| 13F Filers Reporting New Positions In MBG | ||||
| Stifel Financial Corp | 0 | 9,340 | +9,340 | +100% |
| Oppenheimer & Co. Inc. | 0 | 40,312 | +40,312 | +100% |
| Northwestern Mutual Wealth Management Co. | 0 | 723 | +723 | +100% |
| Citadel Advisors LLC | 0 | 36,751 | +36,751 | +100% |
| Jane Street Group LLC | 0 | 68,059 | +68,059 | +100% |
| S. R. Schill & Associates | 0 | 104,205 | +104,205 | +100% |
| Donald L. Hagan LLC | 0 | 10,184 | +10,184 | +100% |
| Capital Asset Advisory Services LLC | 0 | 182 | +182 | +100% |
| Ausdal Financial Partners Inc. | 0 | 10,909 | +10,909 | +100% |
| Stewardship Advisors LLC | 0 | 104,760 | +104,760 | +100% |
| Rockefeller Capital Management L.P. | 0 | 367 | +367 | +100% |
| Banque Cantonale Vaudoise | 0 | 150,000 | +150,000 | +100% |
| Verus Capital Partners LLC | 0 | 17,552 | +17,552 | +100% |
| Lloyd Advisory Services LLC. | 0 | 317 | +317 | +100% |
| Private Wealth Strategies L.L.C. | 0 | 237,135 | +237,135 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JPMorgan Chase & Co. | 15,328 | 15,328 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 255 | 255 | UNCH | 0.00% |
| Bessemer Group Inc. | 50,000 | 50,000 | UNCH | 0.00% |
| Assetmark Inc. | 8 | 8 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 439 | 439 | UNCH | 0.00% |
| CWM LLC | 730 | 730 | UNCH | 0.00% |
| WealthShield Partners LLC | 15 | 15 | UNCH | 0.00% |
| 13F Filers Decreasing MBG Share Count | ||||
| Envestnet Asset Management Inc. | 12,040,151 | 131,266 | -11,908,885 | -98.91% |
| 33,098 | 11,607 | -21,491 | -64.93% | |
| Parallel Advisors LLC | 86,024 | 53,012 | -33,012 | -38.38% |
| Brookstone Capital Management | 26,748 | 18,346 | -8,402 | -31.41% |
| Morgan Stanley | 156,814 | 115,701 | -41,113 | -26.22% |
| IndexIQ Advisors LLC | 32,717 | 26,242 | -6,475 | -19.79% |
| Financial Enhancement Group LLC | 633 | 560 | -73 | -11.53% |
| Fisher Asset Management LLC | 25,050 | 22,642 | -2,408 | -9.61% |
| Checchi Capital Advisers LLC | 230,380 | 208,591 | -21,789 | -9.46% |
| Wells Fargo & Company MN | 384,611 | 357,578 | -27,033 | -7.03% |
| Stone House Investment Management LLC | 34,021 | 31,771 | -2,250 | -6.61% |
| Citigroup Inc. | 1,815 | 1,752 | -63 | -3.47% |
| Cedar Wealth Management LLC | 16,718 | 16,181 | -537 | -3.21% |
| Stadion Money Management LLC | 359,617 | 348,587 | -11,030 | -3.07% |
| Financial Advisory Service Inc. | 231,350 | 226,440 | -4,910 | -2.12% |
| AdvisorNet Financial Inc | 132,157 | 129,609 | -2,548 | -1.93% |
| Janney Montgomery Scott LLC | 68,821 | 68,044 | -777 | -1.13% |
| 13F Filers Exiting MBG | ||||
| GeoWealth Management LLC | 15,008 | 0 | -15,008 | -100.00% |
| Executive Wealth Management LLC | 46 | 0 | -46 | -100.00% |
| Ameritas Investment Company LLC | 570 | 0 | -570 | -100.00% |
| Creative Financial Designs Inc. ADV | 93 | 0 | -93 | -100.00% |
See Summary: Institutional Holders of MBG
See Details: Top 10 Hedge Funds Holding MBG
