VISA INC COM CL A
(92826C839)
Fondsberichterstattung Bestände von VISA INC COM CL A gemäß 13F Anmeldungen
Firmenname | Gehaltene Aktien / Nennbetrag | Marktwert | Möglichkeit | Berichtszeitraum | Gültigkeitsdatum |
---|---|---|---|---|---|
Rmsincerbeaux Capital Management LLC | 90,550 | $15,714,953k | Jun 30, 2019 | Aug 9, 2019 | |
Select Equity Group LP | 56,543 | $9,813,038k | Jun 30, 2019 | Aug 14, 2019 | |
GS Investments Inc | 27,420 | $4,758,741k | Jun 30, 2019 | Aug 9, 2019 | |
Sands Capital Management LLC | 15,684,204 | $2,721,994k | Jun 30, 2019 | Aug 14, 2019 | |
Magellan Asset Management Limited | 15,214,723 | $2,640,515k | Jun 30, 2019 | Aug 13, 2019 | |
Edgewood Management LLC | 13,402,912 | $2,326,075k | Jun 30, 2019 | Aug 12, 2019 | |
Polen Capital Management LLC | 9,538,670 | $1,655,436k | Jun 30, 2019 | Aug 12, 2019 | |
Investec Asset Management Limited | 4,900,087 | $850,410k | Jun 30, 2019 | Jul 30, 2019 | |
AKRE Capital Management LLC | 4,887,270 | $848,186k | Jun 30, 2019 | Aug 13, 2019 | |
Jackson Square Partners LLC | 3,564,413 | $618,603k | Jun 30, 2019 | Aug 14, 2019 | |
Vontobel Asset Management Inc | 2,930,193 | $525,445k | Jun 30, 2019 | Aug 14, 2019 | |
Mawer Investment Management Ltd | 2,863,387 | $496,829k | Jun 30, 2019 | Aug 6, 2019 | |
Kensico Capital Management Corp | 2,862,100 | $496,717k | Jun 30, 2019 | Aug 14, 2019 | |
DSM Capital Partners LLC | 2,553,667 | $443,189k | Jun 30, 2019 | Aug 14, 2019 | |
Vulcan Value Partners LLC | 2,329,364 | $404,261k | Jun 30, 2019 | Aug 14, 2019 | |
Provident Trust Company | 1,998,544 | $346,847k | Jun 30, 2019 | Aug 1, 2019 | |
GQG Partners LLC | 1,790,718 | $310,624k | Jun 30, 2019 | Aug 14, 2019 | |
The Windacre Partnership LLC | 1,692,000 | $293,647k | Jun 30, 2019 | Aug 14, 2019 | |
Cantab Capital Partners LLP | 2,566 | $270,000k | Sep 30, 2017 | Nov 14, 2017 | |
Third Point LLC | 1,500,000 | $260,325k | Jun 30, 2019 | Aug 13, 2019 | |
Ruane Cunniff & Goldfarb LP | 1,447,506 | $251,215k | Jun 30, 2019 | Aug 14, 2019 | |
Bluespruce Investments LP | 1,424,745 | $247,264k | Jun 30, 2019 | Aug 14, 2019 | |
Cantillon Capital Management LLC | 1,367,371 | $237,307k | Jun 30, 2019 | Jul 26, 2019 | |
Cantillon Capital Management LLP | 1,367,371 | $237,307k | Jun 30, 2019 | Jul 26, 2019 | |
Two Creeks Capital Management LP | 1,253,436 | $217,534k | Jun 30, 2019 | Aug 14, 2019 | |
Marsico Capital Management LLC | 1,252,900 | $217,441k | Jun 30, 2019 | Aug 14, 2019 | |
RE Advisers Corporation | 1,230,000 | $213,467k | Jun 30, 2019 | Aug 12, 2019 | |
Farallon Capital Management LLC | 1,187,779 | $206,139k | Jun 30, 2019 | Aug 14, 2019 | |
Melvin Capital Management LP | 936,076 | $162,456k | Jun 30, 2019 | Aug 14, 2019 | |
Waverton Investment Management Limited | 720,586 | $125,058k | Jun 30, 2019 | Jul 17, 2019 | |
MAR Vista Investment Partners LLC | 620,025 | $107,605k | Jun 30, 2019 | Aug 13, 2019 | |
Weitz Investment Management Inc | 584,470 | $101,435k | Jun 30, 2019 | Aug 8, 2019 | |
KG Funds Management LLC | 582,433 | $101,081k | Jun 30, 2019 | Aug 14, 2019 | |
Marshfield Associates Inc | 576,141 | $99,989k | Jun 30, 2019 | Aug 15, 2019 | |
Steadfast Capital Management LP | 542,058 | $94,074k | Jun 30, 2019 | Aug 14, 2019 | |
Palestra Capital Management LLC | 534,833 | $92,820k | Jun 30, 2019 | Aug 14, 2019 | |
The London Company of Virginia LLC | 528,832 | $91,779k | Jun 30, 2019 | Aug 14, 2019 | |
Montag & Caldwell LLC | 514,414 | $89,276k | Jun 30, 2019 | Aug 1, 2019 | |
Gardner Russo & Gardner LLC | 512,994 | $89,030k | Jun 30, 2019 | Aug 13, 2019 | |
Point72 Asset Management LP | 486,100 | $84,363k | Jun 30, 2019 | Aug 14, 2019 | |
Thornburg Investment Management Inc | 482,378 | $83,717k | Jun 30, 2019 | Aug 6, 2019 | |
Aravt Global LLC | 462,000 | $80,180k | Jun 30, 2019 | Aug 14, 2019 | |
PAR Capital Management Inc | 450,000 | $78,098k | Jun 30, 2019 | Aug 14, 2019 | |
Sustainable Growth Advisers LP | 418,059 | $72,554k | Jun 30, 2019 | Aug 12, 2019 | |
Cryder Capital Partners LLP | 395,049 | $68,561k | Jun 30, 2019 | Aug 6, 2019 | |
Viking Global Investors LP | 387,368 | $67,228k | Jun 30, 2019 | Aug 14, 2019 | |
Schwartz Investment Counsel Inc | 374,850 | $65,055k | Jun 30, 2019 | Jul 24, 2019 | |
Atalan Capital Partners LP | 362,500 | $62,912k | Jun 30, 2019 | Aug 14, 2019 | |
Scopus Asset Management LP | 355,265 | $61,656k | Jun 30, 2019 | Aug 14, 2019 | |
Waters Parkerson & Co LLC | 351,901 | $61,072k | Jun 30, 2019 | Aug 6, 2019 | |
Crestwood Advisors Group LLC | 349,016 | $60,572k | Jun 30, 2019 | Aug 14, 2019 | |
Madison Investment Holdings Inc | 345,051 | $59,884k | Jun 30, 2019 | Aug 13, 2019 | |
Stockbridge Partners LLC | 340,752 | $59,138k | Jun 30, 2019 | Aug 14, 2019 | |
Provident Investment Management Inc | 335,829 | $58,283k | Jun 30, 2019 | Aug 8, 2019 | |
Columbus Hill Capital Management LP | 326,044 | $56,585k | Jun 30, 2019 | Aug 14, 2019 | |
Crow Point Partners LLC | 310,000 | $53,800k | Jun 30, 2019 | Aug 14, 2019 | |
Adams Diversified Equity Fund Inc | 301,400 | $52,308k | Jun 30, 2019 | Jul 29, 2019 | |
Miura Global Management LLC | 300,000 | $52,065k | Jun 30, 2019 | Aug 14, 2019 | |
Golub Group LLC | 295,163 | $51,226k | Jun 30, 2019 | Aug 13, 2019 | |
Dupont Capital Management Corp | 284,310 | $49,342k | Jun 30, 2019 | Jul 30, 2019 | |
The Ithaka Group LLC | 283,249 | $49,158k | Jun 30, 2019 | Aug 12, 2019 | |
Altarock Partners LLC | 282,516 | $49,031k | Jun 30, 2019 | Aug 14, 2019 | |
Tocqueville Asset Management LP | 274,672 | $47,669k | Jun 30, 2019 | Jul 31, 2019 | |
ALTA Capital Management LLC | 264,817 | $45,959k | Jun 30, 2019 | Jul 26, 2019 | |
Lateef Investment Management LP | 256,474 | $44,511k | Jun 30, 2019 | Aug 12, 2019 | |
Castle HOOK Partners LP | 247,829 | $43,011k | Jun 30, 2019 | Aug 14, 2019 | |
Bowen Hanes & Co Inc | 246,737 | $42,821k | Jun 30, 2019 | Aug 13, 2019 | |
Suncoast Equity Management LLC | 238,479 | $41,388k | Jun 30, 2019 | Jul 26, 2019 | |
Atalanta Sosnoff Capital LLC | 229,974 | $39,912k | Jun 30, 2019 | Jul 15, 2019 | |
Aureus Asset Management LLC | 229,149 | $39,769k | Jun 30, 2019 | Aug 14, 2019 | |
Nippon Life Global Investors Americas Inc | 227,700 | $39,518k | Jun 30, 2019 | Jul 23, 2019 | |
Bristol Gate Capital Partners Inc | 223,647 | $38,811k | Jun 30, 2019 | Aug 14, 2019 | |
ECHO Street Capital Management LLC | 223,470 | $38,783k | Jun 30, 2019 | Aug 14, 2019 | |
Churchill Management Corp | 222,529 | $38,620k | Jun 30, 2019 | Jul 10, 2019 | |
Private Wealth Partners LLC | 218,413 | $37,906k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 218,413 | $37,906k | Jun 30, 2019 | Aug 6, 2019 | |
Compass Capital Management Inc | 212,603 | $36,897k | Jun 30, 2019 | Jul 31, 2019 | |
Gillespie Robinson & Grimm Inc | 209,738 | $36,400k | Jun 30, 2019 | Jul 22, 2019 | |
Night OWL Capital Management LLC | 201,690 | $35,003k | Jun 30, 2019 | Aug 14, 2019 | |
Carleon Capital Partners LLC | 200,000 | $34,710k | Jun 30, 2019 | Aug 13, 2019 | |
Riverbridge Partners LLC | 190,839 | $33,120k | Jun 30, 2019 | Jul 10, 2019 | |
Cornerstone Capital Inc | 190,493 | $33,060k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 190,493 | $33,060k | Jun 30, 2019 | Aug 14, 2019 | |
1919 Investment Counsel LLC | 152,747 | $32,592k | Sep 30, 2014 | Nov 14, 2014 | |
Badgley Phelps and Bell Inc | 180,086 | $31,254k | Jun 30, 2019 | Jul 30, 2019 | |
HHR Asset Management LLC | 178,271 | $30,939k | Jun 30, 2019 | Aug 14, 2019 | |
Zweig-Dimenna Associates LLC | 178,192 | $30,925k | Jun 30, 2019 | Jul 10, 2019 | |
Hartwell J M Ltd Partnership | 176,989 | $30,716k | Jun 30, 2019 | Jul 31, 2019 | |
Violich Capital Management | 176,931 | $30,706k | Jun 30, 2019 | Jul 22, 2019 | |
Sander Capital Advisors Inc | 177,815 | $30,549k | Jun 30, 2019 | Jul 25, 2019 | |
Polaris Greystone Financial Group LLC | 174,029 | $30,271k | Jun 30, 2019 | Jul 25, 2019 | |
Pacer Advisors Inc | 168,304 | $29,209k | Jun 30, 2019 | Aug 12, 2019 | |
Tiger Global Management LLC | 163,000 | $28,289k | Jun 30, 2019 | Aug 14, 2019 | |
Pictet North America Advisors SA | 160,455 | $27,847k | Jun 30, 2019 | Aug 7, 2019 | |
Cadinha & Co LLC | 158,324 | $27,477k | Jun 30, 2019 | Aug 9, 2019 | |
Friess Associates LLC | 154,961 | $26,893k | Jun 30, 2019 | Aug 14, 2019 | |
Tiger EYE Capital LLC | 146,099 | $25,355k | Jun 30, 2019 | Aug 14, 2019 | |
Torray LLC | 144,011 | $24,993k | Jun 30, 2019 | Aug 8, 2019 | |
Bishop Rock Capital LP | 141,073 | $24,483k | Jun 30, 2019 | Aug 14, 2019 | |
White ELM Capital LLC | 138,200 | $23,985k | Jun 30, 2019 | Aug 14, 2019 | |
Park Presidio Capital LLC | 135,000 | $23,429k | Jun 30, 2019 | Aug 14, 2019 | |
Ostrum Asset Management US LLC | 141,970 | $22,174k | Mar 31, 2019 | May 15, 2019 | |
Grassi Investment Management LLC | 122,729 | $21,300k | Jun 30, 2019 | Jul 10, 2019 | |
North American Management Corp | 122,253 | $21,217k | Jun 30, 2019 | Jul 30, 2019 | |
Barometer Capital Management Inc | 121,200 | $21,034k | Jun 30, 2019 | Aug 13, 2019 | |
Dillon & Associates Inc | 119,872 | $20,858k | Jun 30, 2019 | Jul 22, 2019 | |
Incline Global Management LLC | 119,198 | $20,687k | Jun 30, 2019 | Aug 14, 2019 | |
DOCK Street Asset Management Inc | 117,476 | $20,388k | Jun 30, 2019 | Jul 31, 2019 | |
ZWJ Investment Counsel Inc | 112,203 | $19,473k | Jun 30, 2019 | Jul 24, 2019 | |
Zevin Asset Management LLC | 112,009 | $19,439k | Jun 30, 2019 | Aug 6, 2019 | |
Taurus Asset Management LLC | 111,629 | $19,373k | Jun 30, 2019 | Aug 14, 2019 | |
Cohen & Steers Capital Management Inc | 294,592 | $19,269k | Mar 31, 2015 | May 15, 2015 | |
Sentry Investment Management LLC | 109,070 | $18,929k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 109,070 | $18,929k | Jun 30, 2019 | Aug 12, 2019 | |
Janney Capital Management LLC | 106,988 | $18,568k | Jun 30, 2019 | Jul 29, 2019 | |
Thomas Story and SON LLC | 101,715 | $17,653k | Jun 30, 2019 | Jul 29, 2019 | |
Archon Partners LLC | 101,560 | $17,626k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management LLC | 100,738 | $17,483k | Jun 30, 2019 | Aug 14, 2019 | |
Quest Investment Management LLC | 100,265 | $17,401k | Jun 30, 2019 | Aug 13, 2019 | |
Grand JEAN Capital Management Inc | 98,616 | $17,115k | Jun 30, 2019 | Aug 13, 2019 | |
Howard Capital Management Inc | 98,604 | $17,113k | Jun 30, 2019 | Jul 24, 2019 | |
BTR Capital Management Inc | 97,741 | $16,963k | Jun 30, 2019 | Jul 18, 2019 | |
South Street Advisors LLC | 95,743 | $16,616k | Jun 30, 2019 | Jul 22, 2019 | |
Vestor Capital LLC | 95,299 | $16,539k | Jun 30, 2019 | Aug 6, 2019 | |
Thames Capital Management LLC | 93,500 | $16,227k | Jun 30, 2019 | Aug 14, 2019 | |
Origin Asset Management LLP | 93,297 | $16,192k | Jun 30, 2019 | Aug 9, 2019 | |
Foster Dykema Cabot & Co Incorporated | 90,545 | $15,714k | Jun 30, 2019 | Aug 6, 2019 | |
SVA Plumb Wealth Management LLC | 87,678 | $15,217k | Jun 30, 2019 | Aug 13, 2019 | |
Mastrapasqua Asset Management Inc | 86,623 | $15,034k | Jun 30, 2019 | Aug 12, 2019 | |
Baltimore-Washington Financial Advisors Inc | 86,558 | $15,022k | Jun 30, 2019 | Jul 25, 2019 | |
Wallington Asset Management LLC | 85,844 | $14,898k | Jun 30, 2019 | Aug 13, 2019 | |
Eagle Ridge Investment Management LLC | 85,414 | $14,824k | Jun 30, 2019 | Aug 1, 2019 | |
Lunia Capital LP | 84,179 | $14,609k | Jun 30, 2019 | Aug 14, 2019 | |
CCM Investment Advisers LLC | 83,150 | $14,430k | Jun 30, 2019 | Aug 5, 2019 | |
Skylands Capital LLC | 83,100 | $14,422k | Jun 30, 2019 | Jul 29, 2019 | |
California Capital Advisors Inc | 83,032 | $14,410k | Jun 30, 2019 | Jul 15, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 82,862 | $14,381k | Jun 30, 2019 | Aug 14, 2019 | |
The Roosevelt Investment Group Inc | 80,734 | $14,011k | Jun 30, 2019 | Aug 8, 2019 | |
Hendley & Co Inc | 80,713 | $14,008k | Jun 30, 2019 | Aug 8, 2019 | |
Port Capital LLC | 79,494 | $13,796k | Jun 30, 2019 | Aug 14, 2019 | |
Wafra Inc | 78,834 | $13,682k | Jun 30, 2019 | Aug 14, 2019 | |
QS Investors LLC | 76,008 | $13,192k | Jun 30, 2019 | Aug 14, 2019 | |
Hartline Investment Corp | 74,799 | $12,981k | Jun 30, 2019 | Aug 8, 2019 | |
Abbrea Capital LLC | 73,187 | $12,702k | Jun 30, 2019 | Jul 31, 2019 | |
Edgemoor Investment Advisors Inc | 71,082 | $12,336k | Jun 30, 2019 | Aug 9, 2019 | |
Steigerwald Gordon & KOCH Inc | 70,606 | $12,254k | Jun 30, 2019 | Jul 15, 2019 | |
SAND Hill Global Advisors LLC | 69,368 | $12,039k | Jun 30, 2019 | Aug 13, 2019 | |
Greystone Managed Investments Inc | 69,155 | $12,002k | Jun 30, 2019 | Jul 23, 2019 | |
Peak Asset Management LLC | 68,241 | $11,843k | Jun 30, 2019 | Aug 15, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 67,393 | $11,696k | Jun 30, 2019 | Aug 9, 2019 | |
Riverpark Capital Management LLC | 66,965 | $11,622k | Jun 30, 2019 | Aug 13, 2019 | |
Main Street Research LLC | 66,215 | $11,492k | Jun 30, 2019 | Aug 8, 2019 | |
The Leuthold Group LLC | 65,219 | $11,319k | Jun 30, 2019 | Aug 14, 2019 | |
Hudson WAY Capital Management LLC | 62,900 | $10,916k | Jun 30, 2019 | Aug 14, 2019 | |
Addenda Capital Inc | 62,459 | $10,839k | Jun 30, 2019 | Jul 12, 2019 | |
Bluemar Capital Management LLC | 61,808 | $10,727k | Jun 30, 2019 | Aug 14, 2019 | |
Stieven Capital Advisors LP | 61,500 | $10,673k | Jun 30, 2019 | Aug 9, 2019 | |
Brightworth LLC | 61,237 | $10,628k | Jun 30, 2019 | Jul 31, 2019 | |
Crossvault Capital Management LLC | 60,030 | $10,418k | Jun 30, 2019 | Jul 19, 2019 | |
Centre Asset Management LLC | 59,750 | $10,370k | Jun 30, 2019 | Jul 15, 2019 | |
Matthew GOFF Investment Advisor LLC | 58,474 | $10,148k | Jun 30, 2019 | Aug 5, 2019 | |
Global Endowment Management LP | 57,990 | $10,064k | Jun 30, 2019 | Aug 12, 2019 | |
Benin Management Corp | 57,345 | $9,952k | Jun 30, 2019 | Jul 31, 2019 | |
Northstar Investment Advisors LLC | 56,943 | $9,882k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 56,943 | $9,882k | Jun 30, 2019 | Jul 17, 2019 | |
Pointstate Capital LP | 55,570 | $9,644k | Jun 30, 2019 | Aug 14, 2019 | |
Strategic Financial Services Inc | 54,763 | $9,504k | Jun 30, 2019 | Aug 13, 2019 | |
The Swarthmore Group Inc | 54,450 | $9,450k | Jun 30, 2019 | Jul 25, 2019 | |
Beach Point Capital Management LP | 54,110 | $9,391k | Jun 30, 2019 | Aug 7, 2019 | |
Nepsis Inc | 53,415 | $9,140k | Jun 30, 2019 | Jul 22, 2019 | |
Zevenbergen Capital Investments LLC | 51,908 | $9,009k | Jun 30, 2019 | Aug 13, 2019 | |
Fagan Associates Inc | 49,401 | $8,574k | Jun 30, 2019 | Jul 12, 2019 | |
LOWE Brockenbrough & Company Inc | 48,983 | $8,501k | Jun 30, 2019 | Aug 12, 2019 | |
Wedgewood Partners Inc | 48,588 | $8,432k | Jun 30, 2019 | Aug 14, 2019 | |
Riverpark Advisors LLC | 48,588 | $8,432k | Jun 30, 2019 | Aug 13, 2019 | |
Vision Capital Management Inc | 48,213 | $8,367k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 48,213 | $8,367k | Jun 30, 2019 | Jul 29, 2019 | |
Chickasaw Capital Management LLC | 48,201 | $8,365k | Jun 30, 2019 | Jul 15, 2019 | |
Sensato Investors LLC | 47,836 | $8,302k | Jun 30, 2019 | Aug 14, 2019 | |
Progressive Investment Management Corporation | 47,221 | $8,195k | Jun 30, 2019 | Aug 12, 2019 | |
Partners Capital Investment Group LLP | 47,158 | $8,184k | Jun 30, 2019 | Aug 12, 2019 | |
TT International | 47,107 | $8,175k | Jun 30, 2019 | Aug 12, 2019 | |
Ipswich Investment Management Company Inc | 46,525 | $8,074k | Jun 30, 2019 | Jul 11, 2019 | |
Liberty Capital Management Inc | 45,404 | $7,880k | Jun 30, 2019 | Jul 15, 2019 | |
Strategic Advisors LLC | 45,218 | $7,847k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 45,218 | $7,847k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 45,218 | $7,847k | Jun 30, 2019 | Jul 22, 2019 | |
Bridgecreek Investment Management LLC | 44,308 | $7,690k | Jun 30, 2019 | Aug 14, 2019 | |
DAVY Asset Management Limited | 44,286 | $7,686k | Jun 30, 2019 | Jul 19, 2019 | |
Auxier Asset Management LLC | 44,228 | $7,676k | Jun 30, 2019 | Aug 15, 2019 | |
Marvin & Palmer Associates | 43,297 | $7,514k | Jun 30, 2019 | Aug 19, 2019 | |
Leonard Green & Partners LP | 40,000 | $6,942k | Jun 30, 2019 | Aug 14, 2019 | |
Selkirk Management LLC | 40,000 | $6,942k | Jun 30, 2019 | Aug 13, 2019 | |
Mccollum Christoferson Group LLC | 39,876 | $6,920k | Jun 30, 2019 | Jul 11, 2019 | |
HCR Wealth Advisors | 39,371 | $6,833k | Jun 30, 2019 | Jul 25, 2019 | |
Stillwater Investment Management LLC | 38,891 | $6,749k | Jun 30, 2019 | Jul 3, 2019 | |
Stralem & Company Incorporated | 38,410 | $6,666k | Jun 30, 2019 | Jul 16, 2019 | |
Sitrin Capital Management LLC | 37,717 | $6,546k | Jun 30, 2019 | Jul 17, 2019 | |
Motley FOOL Asset Management LLC | 37,530 | $6,513k | Jun 30, 2019 | Aug 14, 2019 | |
Ramsay Stattman VELA & Price Inc | 37,267 | $6,468k | Jun 30, 2019 | Aug 9, 2019 | |
Mitchell Capital Management Co | 37,074 | $6,434k | Jun 30, 2019 | Jul 24, 2019 | |
Bruderman Asset Management LLC | 36,646 | $6,360k | Jun 30, 2019 | Aug 12, 2019 | |
Philadelphia Financial Management of SAN Francisco LLC | 36,596 | $6,351k | Jun 30, 2019 | Aug 14, 2019 | |
Rothschild Capital Partners LLC | 36,125 | $6,269k | Jun 30, 2019 | Jul 17, 2019 | |
Overbrook Management Corporation | 35,988 | $6,246k | Jun 30, 2019 | Aug 13, 2019 | |
Foothills Asset Management Ltd | 35,320 | $6,130k | Jun 30, 2019 | Jul 17, 2019 | |
Cfo4Life Group LLC | 34,821 | $6,043k | Jun 30, 2019 | Jul 29, 2019 | |
Blue FIN Capital Inc | 34,157 | $5,927k | Jun 30, 2019 | Jul 22, 2019 | |
Monetta Financial Services Inc | 34,000 | $5,901k | Jun 30, 2019 | Aug 9, 2019 | |
Covey Capital Advisors LLC | 33,895 | $5,882k | Jun 30, 2019 | Aug 8, 2019 | |
Shepherd Financial Partners LLC | 33,877 | $5,879k | Jun 30, 2019 | Aug 5, 2019 | |
Tuttle Tactical Management LLC | 33,756 | $5,858k | Jun 30, 2019 | Jul 29, 2019 | |
Stoneridge Investment Partners LLC | 32,571 | $5,653k | Jun 30, 2019 | Jul 29, 2019 | |
Lyell Wealth Management LP | 32,219 | $5,592k | Jun 30, 2019 | Aug 1, 2019 | |
Capital Planning Advisors LLC | 31,850 | $5,528k | Jun 30, 2019 | Aug 9, 2019 | |
Bourgeon Capital Management LLC | 30,664 | $5,322k | Jun 30, 2019 | Jul 18, 2019 | |
Wells Trecaso Financial Group LLC | 30,562 | $5,304k | Jun 30, 2019 | Jul 22, 2019 | |
RDL Financial Inc | 30,164 | $5,235k | Jun 30, 2019 | Jul 17, 2019 | |
Bronfman EL Rothschild LP | 30,113 | $5,226k | Jun 30, 2019 | Aug 12, 2019 | |
Exchange Capital Management Inc | 29,482 | $5,117k | Jun 30, 2019 | Jul 22, 2019 | |
Argus Investors' Counsel Inc | 29,380 | $5,099k | Jun 30, 2019 | Jul 10, 2019 | |
Crestwood Capital Management LP | 28,615 | $4,966k | Jun 30, 2019 | Aug 13, 2019 | |
Johanson Financial Advisors Inc | 28,544 | $4,950k | Jun 30, 2019 | Jul 29, 2019 | |
YCG LLC | 27,454 | $4,765k | Jun 30, 2019 | Jul 23, 2019 | |
Cottage Street Advisors LLC | 27,380 | $4,752k | Jun 30, 2019 | Aug 2, 2019 | |
Mount Yale Investment Advisors LLC | 27,016 | $4,736k | Jun 30, 2019 | Aug 13, 2019 | |
American Money Management LLC | 27,141 | $4,710k | Jun 30, 2019 | Aug 12, 2019 | |
Olstein Capital Management LP | 27,000 | $4,686k | Jun 30, 2019 | Jul 31, 2019 | |
FFCM LLC | 26,835 | $4,657k | Jun 30, 2019 | Jul 30, 2019 | |
Broadleaf Partners LLC | 26,612 | $4,619k | Jun 30, 2019 | Jul 19, 2019 | |
Cohen Capital Management Inc | 26,360 | $4,575k | Jun 30, 2019 | Aug 7, 2019 | |
Thompson Investment Management Inc | 26,348 | $4,573k | Jun 30, 2019 | Aug 7, 2019 | |
KARP Capital Management Corporation | 25,877 | $4,491k | Jun 30, 2019 | Aug 8, 2019 | |
Traynor Capital Management Inc | 25,658 | $4,463k | Jun 30, 2019 | Jul 26, 2019 | |
Quadrant Capital Management LLC | 25,682 | $4,457k | Jun 30, 2019 | Aug 8, 2019 | |
Rossmore Private Capital LLC | 25,669 | $4,455k | Jun 30, 2019 | Aug 5, 2019 | |
Dudley & Shanley Inc | 25,599 | $4,443k | Jun 30, 2019 | Jul 10, 2019 | |
Benson Investment Management Company Inc | 25,415 | $4,411k | Jun 30, 2019 | Jul 11, 2019 | |
NEXT Century Growth Investors LLC | 25,037 | $4,345k | Jun 30, 2019 | Aug 14, 2019 | |
Vernier Capital Partners LP | 25,000 | $4,339k | Jun 30, 2019 | Aug 14, 2019 | |
Beach Investment Management LLC | 24,760 | $4,297k | Jun 30, 2019 | Jul 17, 2019 | |
Carret Asset Management LLC | 23,967 | $4,160k | Jun 30, 2019 | Aug 12, 2019 | |
Poehling Capital Management Inc | 23,963 | $4,159k | Jun 30, 2019 | Aug 9, 2019 | |
LEE Financial Group Hawaii Inc | 23,727 | $4,118k | Jun 30, 2019 | Jul 30, 2019 | |
Hedeker Wealth LLC | 23,305 | $4,044k | Jun 30, 2019 | Jul 26, 2019 | |
Armor Investment Advisors LLC | 23,258 | $4,036k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 23,258 | $4,036k | Jun 30, 2019 | Aug 13, 2019 | |
Merriman Wealth Management LLC | 2,234 | $3,886k | Jun 30, 2019 | Jul 31, 2019 | |
Torch Wealth Management LLC | 22,129 | $3,840k | Jun 30, 2019 | Aug 2, 2019 | |
Searle & Co | 22,011 | $3,820k | Jun 30, 2019 | Jul 17, 2019 | |
Marietta Wealth Management LLC | 21,996 | $3,817k | Jun 30, 2019 | Aug 14, 2019 | |
Woodstock Corporation | 21,890 | $3,799k | Jun 30, 2019 | Jul 3, 2019 | |
East Coast Asset Management LLC | 21,585 | $3,746k | Jun 30, 2019 | Aug 14, 2019 | |
Legacy Capital Partners Inc | 21,050 | $3,653k | Jun 30, 2019 | Jul 16, 2019 | |
Stokes Capital Advisors LLC | 20,886 | $3,625k | Jun 30, 2019 | Jul 15, 2019 | |
Fernwood Investment Management LLC | 20,528 | $3,563k | Jun 30, 2019 | Aug 1, 2019 | |
Glynn Capital Management LLC | 20,000 | $3,471k | Jun 30, 2019 | Aug 2, 2019 | |
Security Asset Management Inc | 19,946 | $3,462k | Jun 30, 2019 | Aug 6, 2019 | |
First Pacific Advisors LP | 19,900 | $3,454k | Jun 30, 2019 | Aug 14, 2019 | |
Aristotle Atlantic Partners LLC | 19,596 | $3,401k | Jun 30, 2019 | Aug 13, 2019 | |
Tower VIEW Investment Management & Research LLC | 19,488 | $3,382k | Jun 30, 2019 | Jul 17, 2019 | |
Triangle Securities Wealth Management | 19,101 | $3,365k | Jun 30, 2019 | Jul 10, 2019 | |
Mendel Money Management Inc | 19,182 | $3,329k | Jun 30, 2019 | Aug 8, 2019 | |
DUFF & Phelps Investment Management Co | 18,950 | $3,289k | Jun 30, 2019 | Aug 2, 2019 | |
AFT Forsyth and Company Inc | 18,657 | $3,238k | Jun 30, 2019 | Jul 29, 2019 | |
Altman Advisors Inc | 18,336 | $3,182k | Jun 30, 2019 | Jul 12, 2019 | |
Advanced Asset Management Advisors Inc | 18,125 | $3,146k | Jun 30, 2019 | Aug 2, 2019 | |
Saratoga Research & Investment Management | 18,102 | $3,142k | Jun 30, 2019 | Jul 24, 2019 | |
Hunter Associates Investment Management LLC | 17,950 | $3,115k | Jun 30, 2019 | Aug 8, 2019 | |
Bowie Capital Management LLC | 17,800 | $3,089k | Jun 30, 2019 | Aug 9, 2019 | |
Baldwin Investment Management LLC | 17,605 | $3,055k | Jun 30, 2019 | Aug 6, 2019 | |
Capital Counsel LLC | 17,378 | $3,016k | Jun 30, 2019 | Jul 26, 2019 | |
The Mathes Company Inc | 17,270 | $2,997k | Jun 30, 2019 | Jul 29, 2019 | |
KMS Financial Services Inc | 13,872 | $2,960k | Sep 30, 2014 | Nov 17, 2014 | |
Pinkerton Retirement Specialists LLC | 17,044 | $2,958k | Jun 30, 2019 | Aug 6, 2019 | |
Hennessy Advisors Inc | 16,965 | $2,944k | Jun 30, 2019 | Jul 11, 2019 | |
Congress Park Capital LLC | 15,433 | $2,835k | Jun 30, 2019 | Aug 2, 2019 | |
Telos Capital Management Inc | 16,129 | $2,799k | Jun 30, 2019 | Jul 19, 2019 | |
Blue CHIP Wealth Management Inc | 15,734 | $2,731k | Jun 30, 2019 | Aug 13, 2019 | |
Butensky & Cohen Financial Security Inc | 15,550 | $2,699k | Jun 30, 2019 | Jul 12, 2019 | |
Grace Capital | 15,260 | $2,648k | Jun 30, 2019 | Aug 14, 2019 | |
GHP Investment Advisors Inc | 14,951 | $2,595k | Jun 30, 2019 | Aug 2, 2019 | |
Benedict Financial Advisors Inc | 14,949 | $2,594k | Jun 30, 2019 | Aug 1, 2019 | |
KJ Harrison & Partners USA Inc | 14,912 | $2,588k | Jun 30, 2019 | Aug 5, 2019 | |
Doliver Capital Advisors LP | 14,848 | $2,577k | Jun 30, 2019 | Jul 25, 2019 | |
Mirador Capital Partners LP | 14,703 | $2,552k | Jun 30, 2019 | Aug 6, 2019 | |
Wendell David Associates Inc | 14,429 | $2,504k | Jun 30, 2019 | Jul 16, 2019 | |
Profit Investment Management LLC | 14,289 | $2,480k | Jun 30, 2019 | Jul 16, 2019 | |
RB Capital Management LLC | 14,229 | $2,477k | Jun 30, 2019 | Aug 7, 2019 | |
Guardian Investment Management LLC | 42,262 | $2,414k | Jun 30, 2019 | Aug 16, 2019 | |
Northstar Wealth Partners LLC | 13,118 | $2,277k | Jun 30, 2019 | Aug 15, 2019 | |
Integre Asset Management LLC | 13,060 | $2,267k | Jun 30, 2019 | Aug 14, 2019 | |
Precept Management LLC | 13,000 | $2,256k | Jun 30, 2019 | Aug 14, 2019 | |
Arjuna Capital LLC | 12,861 | $2,232k | Jun 30, 2019 | Aug 21, 2019 | |
Northside Capital Management LLC | 12,760 | $2,214k | Jun 30, 2019 | Jul 16, 2019 | |
Oliver Luxxe Assets LLC | 12,562 | $2,213k | Jun 30, 2019 | Jul 10, 2019 | |
Ativo Capital Management LLC | 12,665 | $2,198k | Jun 30, 2019 | Aug 14, 2019 | |
Wiley Bros-Aintree Capital LLC | 12,559 | $2,180k | Jun 30, 2019 | Jul 10, 2019 | |
Private Harbour Investment Management & Counsel LLC | 12,559 | $2,180k | Jun 30, 2019 | Aug 6, 2019 | |
Castle Rock Wealth Management LLC | 12,411 | $2,154k | Jun 30, 2019 | Aug 8, 2019 | |
Oak Asset Management LLC | 11,720 | $2,116k | Jun 30, 2019 | Jul 25, 2019 | |
Daiwa SB Investments Ltd | 13,470 | $2,104k | Mar 31, 2019 | Apr 18, 2019 | |
Wexford Capital LP | 12,041 | $2,090k | Jun 30, 2019 | Aug 14, 2019 | |
Krueger & Catalano Capital Partners LLC | 11,678 | $2,027k | Jun 30, 2019 | Jul 22, 2019 | |
Wespac Advisors Socal LLC | 11,232 | $1,949k | Jun 30, 2019 | Jul 30, 2019 | |
Excalibur Management Corp | 11,065 | $1,920k | Jun 30, 2019 | Jul 26, 2019 | |
Evermay Wealth Management LLC | 10,938 | $1,898k | Jun 30, 2019 | Jul 23, 2019 | |
LVW Advisors LLC | 10,700 | $1,857k | Jun 30, 2019 | Aug 14, 2019 | |
Glovista Investments LLC | 10,603 | $1,840k | Jun 30, 2019 | Aug 14, 2019 | |
LaSalle Street Capital Management LLC | 10,578 | $1,836k | Jun 30, 2019 | Aug 8, 2019 | |
Annex Advisory Services LLC | 10,242 | $1,777k | Jun 30, 2019 | Jul 18, 2019 | |
Westbourne Investment Advisors Inc | 10,050 | $1,744k | Jun 30, 2019 | Jul 22, 2019 | |
Morgens Waterfall Vintiadis & Company Inc | 10,000 | $1,736k | Jun 30, 2019 | Aug 14, 2019 | |
Campbell Newman Asset Management Inc | 9,950 | $1,727k | Jun 30, 2019 | Jul 24, 2019 | |
Nicholas Hoffman & Company LLC | 9,942 | $1,725k | Jun 30, 2019 | Aug 12, 2019 | |
Symphony Asset Management LLC | 9,910 | $1,720k | Jun 30, 2019 | Aug 14, 2019 | |
Accuvest Global Advisors | 9,785 | $1,698k | Jun 30, 2019 | Jul 17, 2019 | |
Alphastar Capital Management LLC | 9,706 | $1,685k | Jun 30, 2019 | Aug 14, 2019 | |
Buckhead Capital Management LLC | 9,662 | $1,677k | Jun 30, 2019 | Aug 1, 2019 | |
Lejeune Puetz Investment Counsel | 9,646 | $1,674k | Jun 30, 2019 | Jul 29, 2019 | |
Cahill Financial Advisors Inc | 9,404 | $1,633k | Jun 30, 2019 | Aug 14, 2019 | |
Spark Investment Management LLC | 9,300 | $1,614k | Jun 30, 2019 | Aug 12, 2019 | |
West Branch Capital LLC | 9,286 | $1,612k | Jun 30, 2019 | Aug 5, 2019 | |
RAAB & Moskowitz Asset Management LLC | 9,196 | $1,596k | Jun 30, 2019 | Aug 9, 2019 | |
Sandell Asset Management Corp | 9,100 | $1,579k | Jun 30, 2019 | Aug 14, 2019 | |
Amplify Investments LLC | 13,104 | $1,568k | Mar 31, 2018 | May 14, 2018 | |
Meristem Family Wealth LLC | 8,915 | $1,547k | Jun 30, 2019 | Aug 6, 2019 | |
Birinyi Associates Inc | 8,900 | $1,545k | Jun 30, 2019 | Aug 5, 2019 | |
Ascension Asset Management LLC | 8,675 | $1,506k | Jun 30, 2019 | Jul 23, 2019 | |
KCS Wealth Advisory LLC | 8,445 | $1,466k | Jun 30, 2019 | Jul 29, 2019 | |
Callahan Advisors LLC | 8,261 | $1,434k | Jun 30, 2019 | Jul 17, 2019 | |
CIM LLC | 8,142 | $1,413k | Jun 30, 2019 | Jul 22, 2019 | |
Viking Fund Management LLC | 8,000 | $1,388k | Jun 30, 2019 | Jul 16, 2019 | |
IMS Capital Management Inc | 7,982 | $1,385k | Jun 30, 2019 | Aug 14, 2019 | |
Nikulski Financial Inc | 7,542 | $1,351k | Jun 30, 2019 | Jul 22, 2019 | |
Bourne LENT Asset Management Inc | 7,700 | $1,336k | Jun 30, 2019 | Jul 29, 2019 | |
New England Investment & Retirement Group Inc | 7,668 | $1,331k | Jun 30, 2019 | Jul 31, 2019 | |
OFI Advisors LLC | 18,958 | $1,321k | Sep 30, 2015 | Nov 16, 2015 | |
Peninsula Wealth LLC | 7,608 | $1,319k | Jun 30, 2019 | Aug 2, 2019 | |
SPC Financial Inc | 7,547 | $1,310k | Jun 30, 2019 | Aug 1, 2019 | |
Strategic Capital Advisers Inc | 7,437 | $1,291k | Jun 30, 2019 | Jul 30, 2019 | |
Round Hill Asset Management Inc | 7,421 | $1,282k | Jun 30, 2019 | Aug 13, 2019 | |
DSC Advisors LP | 7,293 | $1,266k | Jun 30, 2019 | Aug 14, 2019 | |
West Coast Financial LLC | 7,238 | $1,256k | Jun 30, 2019 | Jul 16, 2019 | |
Dumont & Blake Investment Advisors LLC | 7,155 | $1,242k | Jun 30, 2019 | Aug 1, 2019 | |
Terra NOVA Asset Management LLC | 9,400 | $1,240k | Dec 31, 2018 | Feb 15, 2019 | |
Dedora Capital Inc | 6,805 | $1,181k | Jun 30, 2019 | Aug 8, 2019 | |
Confluence Wealth Management LLC | 6,799 | $1,180k | Jun 30, 2019 | Aug 9, 2019 | |
Cornerstone Advisory LLC | 6,785 | $1,178k | Jun 30, 2019 | Aug 8, 2019 | |
Cornell Pochily Investment Advisors Inc | 6,711 | $1,165k | Jun 30, 2019 | Jul 22, 2019 | |
SFMG LLC | 6,264 | $1,151k | Jun 30, 2019 | Aug 5, 2019 | |
Oribel Capital Management LP | 6,500 | $1,128k | Jun 30, 2019 | Aug 14, 2019 | |
Caxton Associates LP | 6,397 | $1,110k | Jun 30, 2019 | Aug 14, 2019 | |
American Financial Network Advisory Services LLC | 6,419 | $1,099k | Jun 30, 2019 | Aug 9, 2019 | |
Family Legacy Inc | 6,129 | $1,064k | Jun 30, 2019 | Jul 25, 2019 | |
Summit Asset Management LLC | 6,026 | $1,046k | Jun 30, 2019 | Aug 7, 2019 | |
Harfst and Associates Inc | 5,985 | $1,038k | Jun 30, 2019 | Aug 14, 2019 | |
Kingfisher Capital LLC | 5,963 | $1,035k | Jun 30, 2019 | Aug 14, 2019 | |
Wespac Advisors LLC | 5,918 | $1,027k | Jun 30, 2019 | Jul 23, 2019 | |
American Asset Management Inc | 5,900 | $1,024k | Jun 30, 2019 | Jul 31, 2019 | |
Bernicke Wealth Management Ltd | 5,881 | $1,021k | Jun 30, 2019 | Aug 5, 2019 | |
Foundations Investment Advisors LLC | 5,735 | $1,014k | Jun 30, 2019 | Jul 8, 2019 | |
Bigelow Investment Advisors LLC | 5,837 | $1,013k | Jun 30, 2019 | Jul 17, 2019 | |
Brown Capital Management LLC | 5,831 | $1,012k | Jun 30, 2019 | Aug 13, 2019 | |
Corda Investment Management LLC | 5,826 | $1,011k | Jun 30, 2019 | Aug 9, 2019 | |
Cambridge Advisors Inc | 5,744 | $997k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 5,744 | $997k | Jun 30, 2019 | Jul 26, 2019 | |
Dorchester Wealth Management Company | 5,738 | $996k | Jun 30, 2019 | Jul 19, 2019 | |
Biltmore Family Office LLC | 5,713 | $991k | Jun 30, 2019 | Jul 31, 2019 | |
Acropolis Investment Management LLC | 5,577 | $968k | Jun 30, 2019 | Jul 11, 2019 | |
Lenox Wealth Advisors LLC | 5,510 | $956k | Jun 30, 2019 | Jul 12, 2019 | |
Canal Capital Management LLC | 5,439 | $944k | Jun 30, 2019 | Jul 31, 2019 | |
Interocean Capital LLC | 5,431 | $943k | Jun 30, 2019 | Aug 13, 2019 | |
CWH Capital Management Inc | 5,317 | $923k | Jun 30, 2019 | Aug 14, 2019 | |
Lourd Capital LLC | 5,228 | $907k | Jun 30, 2019 | Jul 11, 2019 | |
GM Advisory Group Inc | 5,225 | $907k | Jun 30, 2019 | Aug 9, 2019 | |
Westover Capital Advisors LLC | 5,182 | $899k | Jun 30, 2019 | Aug 13, 2019 | |
HIGH Falls Advisors Inc | 5,125 | $889k | Jun 30, 2019 | Aug 15, 2019 | |
Greatmark Investment Partners Inc | 5,097 | $885k | Jun 30, 2019 | Aug 5, 2019 | |
Windsor Capital Management LLC | 5,067 | $879k | Jun 30, 2019 | Aug 2, 2019 | |
RNC Capital Management LLC | 5,059 | $878k | Jun 30, 2019 | Jul 25, 2019 | |
Curbstone Financial Management Corporation | 5,014 | $870k | Jun 30, 2019 | Jul 9, 2019 | |
Brasada Capital Management LP | 4,900 | $867k | Jun 30, 2019 | Aug 7, 2019 | |
Independence Advisors LLC | 4,980 | $864k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 4,980 | $864k | Jun 30, 2019 | Aug 12, 2019 | |
Vontobel Swiss Wealth Advisors AG | 4,960 | $861k | Jun 30, 2019 | Aug 12, 2019 | |
Osborne Partners Capital Management LLC | 4,917 | $853k | Jun 30, 2019 | Jul 18, 2019 | |
Trust & Investment Advisors Inc | 4,890 | $849k | Jun 30, 2019 | Jul 30, 2019 | |
Private Advisors LLC | 4,890 | $849k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Financial Inc | 4,890 | $849k | Jun 30, 2019 | Jul 30, 2019 | |
The Financial Advisors LLC | 4,890 | $849k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors Inc | 4,890 | $849k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors LLC | 4,890 | $849k | Jun 30, 2019 | Jul 30, 2019 | |
Abner Herrman & Brock LLC | 4,806 | $834k | Jun 30, 2019 | Jul 19, 2019 | |
Haverford Financial Services Inc | 4,600 | $798k | Jun 30, 2019 | Aug 13, 2019 | |
Malaga COVE Capital LLC | 4,407 | $765k | Jun 30, 2019 | Aug 14, 2019 | |
PENN Davis Mcfarland Inc | 4,400 | $764k | Jun 30, 2019 | Jul 16, 2019 | |
Arlington Financial Advisors LLC | 4,300 | $746k | Jun 30, 2019 | Aug 5, 2019 | |
Aldebaran Financial Inc | 4,274 | $742k | Jun 30, 2019 | Aug 14, 2019 | |
Willow Creek Wealth Management Inc | 4,264 | $740k | Jun 30, 2019 | Jul 22, 2019 | |
Youngs Advisory Group Inc | 4,246 | $737k | Jun 30, 2019 | Jul 16, 2019 | |
Secrest Blakey & Associates LLC | 4,188 | $727k | Jun 30, 2019 | Aug 13, 2019 | |
Lehman Financial Resources Inc | 4,756 | $713k | Sep 30, 2018 | Nov 14, 2018 | |
Guild Investment Management Inc | 4,035 | $700k | Jun 30, 2019 | Jul 29, 2019 | |
Berkeley Capital Partners LLC | 3,939 | $684k | Jun 30, 2019 | Aug 8, 2019 | |
Highland Private Wealth Management | 3,800 | $659k | Jun 30, 2019 | Aug 13, 2019 | |
Permanens Capital LP | 3,784 | $657k | Jun 30, 2019 | Aug 9, 2019 | |
Harvest Capital Management Inc | 3,651 | $633k | Jun 30, 2019 | Aug 7, 2019 | |
BFSG LLC | 3,642 | $632k | Jun 30, 2019 | Jul 30, 2019 | |
Bingham Osborn & Scarborough LLC | 3,620 | $628k | Jun 30, 2019 | Aug 2, 2019 | |
Permit Capital LLC | 3,550 | $616k | Jun 30, 2019 | Aug 14, 2019 | |
Becker Capital Management Inc | 3,484 | $605k | Jun 30, 2019 | Aug 8, 2019 | |
Stokes & Hubbell Capital Management LLC | 3,863 | $603k | Mar 31, 2019 | Apr 24, 2019 | |
Andesa Financial Management Inc | 3,465 | $602k | Jun 30, 2019 | Jul 30, 2019 | |
Elgethun Capital Management | 3,415 | $593k | Jun 30, 2019 | Aug 8, 2019 | |
LGL Partners LLC | 3,405 | $591k | Jun 30, 2019 | Aug 14, 2019 | |
Cookson Peirce & Co Inc | 3,346 | $581k | Jun 30, 2019 | Jul 31, 2019 | |
Oak Ridge Investments LLC | 3,323 | $577k | Jun 30, 2019 | Aug 14, 2019 | |
Kelman Lazarov Inc | 3,263 | $566k | Jun 30, 2019 | Jul 22, 2019 | |
STA Wealth Management LLC | 3,260 | $566k | Jun 30, 2019 | Aug 14, 2019 | |
Connecticut Wealth Management LLC | 3,181 | $552k | Jun 30, 2019 | Jul 29, 2019 | |
Crystal Rock Capital Management LLC | 3,144 | $546k | Jun 30, 2019 | Aug 9, 2019 | |
SWS Partners LLC | 2,988 | $539k | Jun 30, 2019 | Aug 13, 2019 | |
Lucia Wealth Services LLC | 3,099 | $538k | Jun 30, 2019 | Jul 23, 2019 | |
Wealth Alliance Advisory Group LLC | 2,906 | $525k | Jun 30, 2019 | Jul 17, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 3,016 | $523k | Jun 30, 2019 | Jul 15, 2019 | |
REDW Stanley Financial Advisors LLC | 3,005 | $522k | Jun 30, 2019 | Aug 9, 2019 | |
Shepherd Kaplan Krochuk LLC | 3,000 | $521k | Jun 30, 2019 | Aug 12, 2019 | |
Sovarnum Capital LP | 3,000 | $521k | Jun 30, 2019 | Aug 14, 2019 | |
The RICE Partnership LLC | 2,987 | $518k | Jun 30, 2019 | Jul 25, 2019 | |
United Asset Strategies Inc | 2,950 | $512k | Jun 30, 2019 | Jul 31, 2019 | |
Harvey Investment Company LLC | 2,941 | $510k | Jun 30, 2019 | Jul 16, 2019 | |
New England Research & Management Inc | 2,862 | $497k | Jun 30, 2019 | Jul 9, 2019 | |
Southeast Asset Advisors Inc | 2,837 | $492k | Jun 30, 2019 | Aug 14, 2019 | |
Cypress Capital Management LLC | 2,801 | $486k | Jun 30, 2019 | Aug 5, 2019 | |
Sadoff Investment Management LLC | 2,794 | $485k | Jun 30, 2019 | Aug 7, 2019 | |
Buckley Wealth Management LLC | 2,797 | $485k | Jun 30, 2019 | Jul 19, 2019 | |
Campbell & Company Investment Adviser LLC | 2,766 | $480k | Jun 30, 2019 | Jul 10, 2019 | |
Smith & Howard Wealth Management LLC | 2,751 | $477k | Jun 30, 2019 | Jul 23, 2019 | |
UNIO Capital LLC | 2,700 | $477k | Jun 30, 2019 | Aug 14, 2019 | |
Weybosset Research & Management LLC | 2,743 | $476k | Jun 30, 2019 | Jul 22, 2019 | |
Aristotle Capital Management LLC | 2,700 | $469k | Jun 30, 2019 | Aug 14, 2019 | |
West Oak Capital LLC | 2,700 | $469k | Jun 30, 2019 | Jul 12, 2019 | |
Cheviot Value Management LLC | 2,620 | $455k | Jun 30, 2019 | Aug 14, 2019 | |
Harwood Advisory Group LLC | 2,594 | $450k | Jun 30, 2019 | Aug 7, 2019 | |
SOL Capital Management Co | 2,586 | $449k | Jun 30, 2019 | Jul 17, 2019 | |
Winslow Asset Management Inc | 2,550 | $443k | Jun 30, 2019 | Jul 29, 2019 | |
JGP Wealth Management LLC | 2,544 | $442k | Jun 30, 2019 | Jul 15, 2019 | |
Barber Financial Group | 2,530 | $439k | Jun 30, 2019 | Aug 9, 2019 | |
BSW Wealth Partners LLC | 2,501 | $434k | Jun 30, 2019 | Aug 13, 2019 | |
Sippican Capital Advisors LLC | 2,500 | $434k | Jun 30, 2019 | Jul 17, 2019 | |
Oak Grove Capital LLC | 2,485 | $431k | Jun 30, 2019 | Aug 9, 2019 | |
Gilbert & COOK Inc | 2,463 | $427k | Jun 30, 2019 | Aug 5, 2019 | |
Dimension Capital Management LLC | 2,443 | $424k | Jun 30, 2019 | Aug 12, 2019 | |
TMD & Associates Inc | 2,431 | $422k | Jun 30, 2019 | Aug 9, 2019 | |
Private Vista LLC | 2,371 | $414k | Jun 30, 2019 | Jul 19, 2019 | |
CAMG Solamere Management LLC | 2,353 | $408k | Jun 30, 2019 | Aug 13, 2019 | |
Biltmore Wealth Management LLC | 2,299 | $399k | Jun 30, 2019 | Jul 23, 2019 | |
Letko Brosseau & Associates Inc | 2,280 | $396k | Jun 30, 2019 | Aug 1, 2019 | |
Summit Financial Wealth Advisors LLC | 2,275 | $395k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 2,275 | $395k | Jun 30, 2019 | Jul 16, 2019 | |
Breiter Capital Management Inc | 2,261 | $392k | Jun 30, 2019 | Aug 23, 2019 | |
Mountain Capital Investment Advisors Inc | 2,196 | $392k | Jun 30, 2019 | Aug 14, 2019 | |
The Northstar Group Inc | 2,254 | $391k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 2,254 | $391k | Jun 30, 2019 | Jul 12, 2019 | |
RKL Wealth Management LLC | 2,212 | $383k | Jun 30, 2019 | Aug 2, 2019 | |
Horizon Investment Services LLC | 2,186 | $379k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Financial Services LLC | 2,186 | $379k | Jun 30, 2019 | Aug 13, 2019 | |
Mcguire Investment Group LLC | 2,170 | $377k | Jun 30, 2019 | Jul 25, 2019 | |
The Fiduciary Group LLC | 2,169 | $376k | Jun 30, 2019 | Aug 14, 2019 | |
Cumberland Advisors Inc | 2,155 | $374k | Jun 30, 2019 | Jul 11, 2019 | |
KLCM Advisors Inc | 2,131 | $370k | Jun 30, 2019 | Aug 15, 2019 | |
Monte Financial Group LLC | 2,130 | $370k | Jun 30, 2019 | Aug 7, 2019 | |
Crescent Grove Advisors LLC | 2,113 | $367k | Jun 30, 2019 | Aug 6, 2019 | |
Staley Capital Advisers Inc | 2,093 | $363k | Jun 30, 2019 | Aug 9, 2019 | |
Lexaurum Advisors LLC | 2,093 | $363k | Jun 30, 2019 | Jul 19, 2019 | |
American Investment Services Inc | 2,085 | $362k | Jun 30, 2019 | Aug 6, 2019 | |
The WEIL Company | 2,058 | $357k | Jun 30, 2019 | Aug 12, 2019 | |
Inspirion Wealth Advisors LLC | 2,039 | $354k | Jun 30, 2019 | Jul 15, 2019 | |
Beese Fulmer Investment Management Inc | 2,036 | $353k | Jun 30, 2019 | Jul 5, 2019 | |
Fulcrum Capital LLC | 1,997 | $347k | Jun 30, 2019 | Jul 29, 2019 | |
FORT PITT Capital Group LLC | 1,952 | $339k | Jun 30, 2019 | Aug 9, 2019 | |
Driehaus Capital Management LLC | 1,910 | $331k | Jun 30, 2019 | Aug 14, 2019 | |
HGI Capital Management LLC | 1,904 | $330k | Jun 30, 2019 | Jul 26, 2019 | |
ARS Investment Partners LLC | 1,897 | $329k | Jun 30, 2019 | Aug 12, 2019 | |
Spears Abacus Advisors LLC | 1,830 | $318k | Jun 30, 2019 | Aug 9, 2019 | |
WSFS Capital Management LLC | 1,833 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
Fairview Capital Investment Management LLC | 1,793 | $311k | Jun 30, 2019 | Aug 14, 2019 | |
Peavine Capital LLC | 1,756 | $305k | Jun 30, 2019 | Jul 24, 2019 | |
Premier Asset Management LLC | 1,725 | $299k | Jun 30, 2019 | Aug 7, 2019 | |
Clarkston Capital Partners LLC | 1,700 | $295k | Jun 30, 2019 | Jul 24, 2019 | |
West Chester Capital Advisors Inc | 1,696 | $294k | Jun 30, 2019 | Jul 30, 2019 | |
Brave Asset Management Inc | 1,692 | $294k | Jun 30, 2019 | Aug 5, 2019 | |
Biegel & Waller LLC | 1,676 | $291k | Jun 30, 2019 | Jul 23, 2019 | |
DAY & Ennis LLC | 1,672 | $290k | Jun 30, 2019 | Aug 2, 2019 | |
Toroso Investments LLC | 1,668 | $289k | Jun 30, 2019 | Aug 15, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 1,632 | $283k | Jun 30, 2019 | Aug 13, 2019 | |
Blackhawk Capital Partners LLC | 1,595 | $277k | Jun 30, 2019 | Aug 13, 2019 | |
Morris Capital Advisors Inc | 1,590 | $276k | Jun 30, 2019 | Jul 15, 2019 | |
Advisory Alpha LLC | 1,525 | $273k | Jun 30, 2019 | Aug 16, 2019 | |
Falcon Point Capital LLC | 1,560 | $271k | Jun 30, 2019 | Jul 15, 2019 | |
Portland Global Advisors LLC | 1,558 | $270k | Jun 30, 2019 | Jul 26, 2019 | |
Bridgeworth LLC | 1,534 | $267k | Jun 30, 2019 | Jul 25, 2019 | |
Wallace Capital Management Inc | 1,531 | $266k | Jun 30, 2019 | Aug 12, 2019 | |
Guardian Capital Advisors LP | 1,473 | $260k | Jun 30, 2019 | Aug 14, 2019 | |
Strategic Global Advisors LLC | 1,475 | $256k | Jun 30, 2019 | Aug 13, 2019 | |
Leonard Rickey Investment Advisors PLLC | 1,469 | $255k | Jun 30, 2019 | Jul 10, 2019 | |
Newfocus Financial Group LLC | 1,465 | $254k | Jun 30, 2019 | Jul 23, 2019 | |
Martin Investment Management LLC | 1,441 | $250k | Jun 30, 2019 | Aug 7, 2019 | |
Wellesley Investment Partners LLC | 1,431 | $248k | Jun 30, 2019 | Aug 5, 2019 | |
Chatham Capital Group Inc | 1,425 | $247k | Jun 30, 2019 | Jul 24, 2019 | |
Cooper/Haims Advisors LLC | 1,420 | $246k | Jun 30, 2019 | Jul 26, 2019 | |
Donald L Hagan LLC | 1,420 | $246k | Jun 30, 2019 | Jul 18, 2019 | |
The O'Dell Group LLC | 1,392 | $242k | Jun 30, 2019 | Jul 24, 2019 | |
Pratt Collard Advisory Partners LLC | 1,395 | $242k | Jun 30, 2019 | Jul 16, 2019 | |
Diversified Portfolios Inc | 1,383 | $240k | Jun 30, 2019 | Aug 13, 2019 | |
Oarsman Capital Inc | 1,375 | $239k | Jun 30, 2019 | Aug 13, 2019 | |
Hengehold Capital Management LLC | 1,367 | $237k | Jun 30, 2019 | Jul 23, 2019 | |
Founders Financial Securities LLC | 1,366 | $237k | Jun 30, 2019 | Jul 22, 2019 | |
Green Square Capital LLC | 1,352 | $235k | Jun 30, 2019 | Aug 14, 2019 | |
FORD Financial Group Inc | 1,350 | $234k | Jun 30, 2019 | Jul 25, 2019 | |
Hamel Associates Inc | 1,341 | $233k | Jun 30, 2019 | Aug 5, 2019 | |
Quadrant Private Wealth Management LLC | 1,340 | $233k | Jun 30, 2019 | Aug 13, 2019 | |
Dragon Financial and Investment Group LLC | 1,549 | $232k | Sep 30, 2018 | Oct 19, 2018 | |
The Financial Consulate Inc | 1,332 | $231k | Jun 30, 2019 | Jul 24, 2019 | |
FORT Point Capital Partners LLC | 1,310 | $227k | Jun 30, 2019 | Aug 9, 2019 | |
Drexel Morgan & Co | 1,300 | $226k | Jun 30, 2019 | Aug 8, 2019 | |
Athena Capital Advisors LLC | 1,265 | $220k | Jun 30, 2019 | Aug 9, 2019 | |
Marathon Capital Management LLC | 1,255 | $217k | Jun 30, 2019 | Jul 25, 2019 | |
Round Table Services LLC | 1,225 | $213k | Jun 30, 2019 | Jul 17, 2019 | |
RAUB Brock Capital Management LP | 1,211 | $210k | Jun 30, 2019 | Jul 23, 2019 | |
Hall Capital Management Company Inc | 1,206 | $209k | Jun 30, 2019 | Aug 14, 2019 | |
Jordan Park Group LLC | 1,205 | $209k | Jun 30, 2019 | Jul 22, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 1,191 | $207k | Jun 30, 2019 | Jul 22, 2019 | |
Tortoise Index Solutions LLC | 1,174 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
The Family FIRM Inc | 1,168 | $203k | Jun 30, 2019 | Aug 6, 2019 | |
Cavalier Investments LLC | 1,053 | $183k | Jun 30, 2019 | Jul 31, 2019 | |
Lombard Odier Transatlantic Limited | 1,260 | $104k | Sep 30, 2016 | Nov 14, 2016 | |
Spectrum Management Group Inc | 460 | $80k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 460 | $80k | Jun 30, 2019 | Aug 2, 2019 | |
Financial Advantage Inc | 400 | $69k | Jun 30, 2019 | Jul 23, 2019 | |
CI Global Investments Inc | 380 | $57k | Sep 30, 2018 | Nov 9, 2018 | |
Cedar Wealth Management LLC | 300 | $52k | Jun 30, 2019 | Jul 24, 2019 | |
Interactive Financial Advisors Inc | 294 | $51k | Jun 30, 2019 | Jul 17, 2019 | |
Clearbridge Investments LLC | 369 | $49k | Dec 31, 2018 | Feb 14, 2019 | |
Maytech Global Investments LLC | 275 | $48k | Jun 30, 2019 | Aug 12, 2019 | |
Ranger International Management LP | 247 | $43k | Jun 30, 2019 | Aug 14, 2019 | |
Middleton & Company Inc | 200 | $35k | Jun 30, 2019 | Jul 25, 2019 | |
Avondale Wealth Management LLC | 174 | $30k | Jun 30, 2019 | Jul 26, 2019 | |
Brand Asset Management Group Inc | 169 | $29k | Jun 30, 2019 | Jul 24, 2019 | |
ODEY Asset Management LLP | 150 | $26k | Jun 30, 2019 | Aug 14, 2019 | |
Spiderrock Advisors LLC | 6,600 | $24k | Put | Jun 30, 2019 | Jul 29, 2019 |
Summit Financial Group Inc | 108 | $19k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 108 | $19k | Jun 30, 2019 | Jul 3, 2019 | |
Gyroscope Capital Management Group LLC | 3,600 | $3k | Put | Jun 30, 2019 | Jul 11, 2019 |
Independent Advisor Alliance LLC | 1,184 | $0k | Jun 30, 2019 | Aug 12, 2019 |