DUKE ENERGY CORP
(26441C204)
ファンドの報告 DUKE ENERGY CORP 13F提出書類による
| 商号 | 保有株式/元本 | 市場価格 | オプション | 報告期間 | 有効日 |
|---|---|---|---|---|---|
| Westend Advisors LLC | 387,240 | $34,170,057k | Jun 30, 2019 | Jul 23, 2019 | |
| Renaissance Technologies LLC | 8,419,329 | $742,922k | Jun 30, 2019 | Aug 12, 2019 | |
| Alphasimplex Group LLC | 6,233 | $550,000k | Jun 30, 2019 | Aug 14, 2019 | |
| Tower Bridge Advisors Inc | 3,972 | $350,489k | Jun 30, 2019 | Aug 6, 2019 | |
| Cohen & Steers Capital Management Inc | 1,640,066 | $125,924k | Mar 31, 2015 | May 15, 2015 | |
| Personal Capital Advisors Corporation | 471,762 | $41,628k | Jun 30, 2019 | Aug 14, 2019 | |
| Morningstar Investment Services LLC | 435,464 | $38,425k | Jun 30, 2019 | Aug 13, 2019 | |
| Point72 Asset Management LP | 408,639 | $36,058k | Jun 30, 2019 | Aug 14, 2019 | |
| Gabelli Funds LLC | 374,000 | $33,002k | Jun 30, 2019 | Aug 2, 2019 | |
| Bruce & Co Inc | 323,000 | $28,501k | Jun 30, 2019 | Aug 14, 2019 | |
| Zimmer Partners LP | 297,599 | $26,260k | Jun 30, 2019 | Aug 14, 2019 | |
| ECHO Street Capital Management LLC | 294,685 | $26,003k | Jun 30, 2019 | Aug 14, 2019 | |
| Hennessy Advisors Inc | 270,787 | $23,894k | Jun 30, 2019 | Jul 11, 2019 | |
| Magellan Asset Management Limited | 269,372 | $23,769k | Jun 30, 2019 | Aug 13, 2019 | |
| Acadian Asset Management LLC | 268,105 | $23,657k | Jun 30, 2019 | Aug 8, 2019 | |
| Avalon Advisors LLC | 267,815 | $23,632k | Jun 30, 2019 | Aug 14, 2019 | |
| LNZ Capital LP | 259,803 | $22,925k | Jun 30, 2019 | Aug 14, 2019 | |
| DUFF & Phelps Investment Management Co | 258,370 | $22,799k | Jun 30, 2019 | Aug 2, 2019 | |
| Blackstart Capital LP | 241,814 | $21,338k | Jun 30, 2019 | Aug 14, 2019 | |
| Willis Investment Counsel Inc | 237,571 | $20,963k | Jun 30, 2019 | Aug 14, 2019 | |
| QS Investors LLC | 236,153 | $20,839k | Jun 30, 2019 | Aug 14, 2019 | |
| The Bollard Group LLC | 218,002 | $19,237k | Jun 30, 2019 | Aug 13, 2019 | |
| Guardian Capital LP | 203,531 | $17,960k | Jun 30, 2019 | Aug 14, 2019 | |
| Janney Capital Management LLC | 196,181 | $17,311k | Jun 30, 2019 | Jul 29, 2019 | |
| Schafer Cullen Capital Management Inc | 193,424 | $17,157k | Jun 30, 2019 | Jul 30, 2019 | |
| Payden & Rygel | 178,000 | $15,707k | Jun 30, 2019 | Aug 6, 2019 | |
| Bruderman Asset Management LLC | 168,676 | $14,884k | Jun 30, 2019 | Aug 12, 2019 | |
| TDAM USA Inc | 165,689 | $14,620k | Jun 30, 2019 | Aug 1, 2019 | |
| BECK MACK & Oliver LLC | 165,509 | $14,605k | Jun 30, 2019 | Aug 13, 2019 | |
| Cambridge Investment Research Advisors Inc | 163,603 | $14,436k | Jun 30, 2019 | Aug 15, 2019 | |
| Luminus Management LLC | 154,300 | $13,615k | Jun 30, 2019 | Aug 14, 2019 | |
| Crawford Investment Counsel Inc | 138,223 | $12,197k | Jun 30, 2019 | Aug 12, 2019 | |
| Tocqueville Asset Management LP | 135,842 | $11,987k | Jun 30, 2019 | Jul 31, 2019 | |
| Sadoff Investment Management LLC | 131,972 | $11,645k | Jun 30, 2019 | Aug 7, 2019 | |
| Symons Capital Management Inc | 125,559 | $11,079k | Jun 30, 2019 | Aug 12, 2019 | |
| Foresters Investment Management Company Inc | 122,332 | $10,795k | Jun 30, 2019 | Aug 12, 2019 | |
| Neuberger Berman Breton Hill ULC | 121,540 | $10,200k | Sep 30, 2017 | Nov 3, 2017 | |
| Cornerstone Capital Inc | 113,541 | $10,019k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 113,541 | $10,019k | Jun 30, 2019 | Aug 14, 2019 | |
| Guardian Capital Advisors LP | 105,484 | $9,504k | Jun 30, 2019 | Aug 14, 2019 | |
| Centenus Global Management LP | 105,000 | $9,265k | Jun 30, 2019 | Aug 14, 2019 | |
| CWA Asset Management Group LLC | 103,281 | $9,113k | Jun 30, 2019 | Aug 13, 2019 | |
| Panagora Asset Management Inc | 98,000 | $8,647k | Jun 30, 2019 | Aug 9, 2019 | |
| Hermes Investment Management Limited | 98,006 | $7,750k | Jun 30, 2018 | Jul 24, 2018 | |
| Gratus Capital LLC | 85,824 | $7,573k | Jun 30, 2019 | Aug 7, 2019 | |
| Tufton Capital Management LLC | 74,740 | $6,595k | Jun 30, 2019 | Jul 26, 2019 | |
| Azimuth Capital Management LLC | 73,650 | $6,499k | Jun 30, 2019 | Aug 13, 2019 | |
| Bridgewater Associates LP | 72,481 | $6,396k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacer Advisors Inc | 69,129 | $6,100k | Jun 30, 2019 | Aug 12, 2019 | |
| Highland Capital Management LLC | 66,693 | $5,885k | Jun 30, 2019 | Jul 29, 2019 | |
| Stralem & Company Incorporated | 65,045 | $5,740k | Jun 30, 2019 | Jul 16, 2019 | |
| Woodmont Investment Counsel LLC | 64,466 | $5,688k | Jun 30, 2019 | Aug 14, 2019 | |
| OFI Advisors LLC | 74,640 | $5,370k | Sep 30, 2015 | Nov 16, 2015 | |
| Morgan Dempsey Capital Management LLC | 60,307 | $5,322k | Jun 30, 2019 | Aug 8, 2019 | |
| Steinberg Global Asset Management Ltd | 57,466 | $5,172k | Mar 31, 2019 | Apr 24, 2019 | |
| Marco Investment Management LLC | 58,538 | $5,165k | Jun 30, 2019 | Aug 6, 2019 | |
| Northpointe Capital LLC | 56,909 | $5,022k | Jun 30, 2019 | Jul 26, 2019 | |
| KMS Financial Services Inc | 63,095 | $4,718k | Sep 30, 2014 | Nov 17, 2014 | |
| AULL & Monroe Investment Management Corp | 53,081 | $4,684k | Jun 30, 2019 | Jul 29, 2019 | |
| Viking Fund Management LLC | 50,000 | $4,412k | Jun 30, 2019 | Jul 16, 2019 | |
| 1919 Investment Counsel LLC | 56,644 | $4,236k | Sep 30, 2014 | Nov 14, 2014 | |
| BLB & B Advisors LLC | 47,426 | $4,185k | Jun 30, 2019 | Jul 29, 2019 | |
| Gilman Hill Asset Management LLC | 46,846 | $4,134k | Jun 30, 2019 | Jul 17, 2019 | |
| Sentry Investment Management LLC | 45,018 | $3,972k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 45,018 | $3,972k | Jun 30, 2019 | Aug 12, 2019 | |
| Cullen Capital Management LLC | 44,110 | $3,892k | Jun 30, 2019 | Jul 30, 2019 | |
| New England Asset Management Inc | 43,380 | $3,828k | Jun 30, 2019 | Aug 14, 2019 | |
| LEE Danner & BASS Inc | 42,271 | $3,730k | Jun 30, 2019 | Jul 30, 2019 | |
| Calamos Wealth Management LLC | 39,859 | $3,517k | Jun 30, 2019 | Aug 7, 2019 | |
| Armor Investment Advisors LLC | 39,188 | $3,458k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 39,188 | $3,458k | Jun 30, 2019 | Aug 13, 2019 | |
| Edgestream Partners LP | 38,118 | $3,364k | Jun 30, 2019 | Aug 8, 2019 | |
| BOYS Arnold & Company Inc | 37,087 | $3,273k | Jun 30, 2019 | Aug 1, 2019 | |
| Family Legacy Inc | 34,423 | $3,037k | Jun 30, 2019 | Jul 25, 2019 | |
| Harwood Advisory Group LLC | 34,069 | $3,006k | Jun 30, 2019 | Aug 7, 2019 | |
| Brandywine Global Investment Management LLC | 33,947 | $2,996k | Jun 30, 2019 | Aug 14, 2019 | |
| Bragg Financial Advisors Inc | 33,909 | $2,992k | Jun 30, 2019 | Aug 14, 2019 | |
| Keeler Thomas Management LLC | 33,100 | $2,920k | Jun 30, 2019 | Jul 31, 2019 | |
| Benedict Financial Advisors Inc | 31,422 | $2,773k | Jun 30, 2019 | Aug 1, 2019 | |
| SNS Financial Group LLC | 29,897 | $2,638k | Jun 30, 2019 | Jul 26, 2019 | |
| Nepsis Inc | 29,299 | $2,586k | Jun 30, 2019 | Jul 22, 2019 | |
| Biltmore Family Office LLC | 28,808 | $2,542k | Jun 30, 2019 | Jul 31, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 28,643 | $2,527k | Jun 30, 2019 | Jul 15, 2019 | |
| Dupont Capital Management Corp | 28,204 | $2,489k | Jun 30, 2019 | Jul 30, 2019 | |
| Strategy Asset Managers LLC | 27,933 | $2,465k | Jun 30, 2019 | Aug 14, 2019 | |
| Murphy Capital Management Inc | 27,909 | $2,462k | Jun 30, 2019 | Jul 22, 2019 | |
| Ipswich Investment Management Company Inc | 27,532 | $2,429k | Jun 30, 2019 | Jul 11, 2019 | |
| TSP Capital Management Group LLC | 25,926 | $2,288k | Jun 30, 2019 | Aug 9, 2019 | |
| Private Harbour Investment Management & Counsel LLC | 25,098 | $2,215k | Jun 30, 2019 | Aug 6, 2019 | |
| Montag A & Associates Inc | 22,991 | $2,029k | Jun 30, 2019 | Aug 6, 2019 | |
| Triangle Securities Wealth Management | 22,330 | $2,002k | Jun 30, 2019 | Jul 10, 2019 | |
| Miracle MILE Advisors LLC | 22,663 | $2,000k | Jun 30, 2019 | Aug 7, 2019 | |
| Strategic Advisors LLC | 22,417 | $1,978k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 22,417 | $1,978k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 22,417 | $1,978k | Jun 30, 2019 | Jul 22, 2019 | |
| SWS Partners LLC | 21,822 | $1,959k | Jun 30, 2019 | Aug 13, 2019 | |
| The London Company of Virginia LLC | 21,969 | $1,939k | Jun 30, 2019 | Aug 14, 2019 | |
| Butensky & Cohen Financial Security Inc | 21,659 | $1,911k | Jun 30, 2019 | Jul 12, 2019 | |
| Parsec Financial Management Inc | 21,037 | $1,856k | Jun 30, 2019 | Jul 23, 2019 | |
| Torch Wealth Management LLC | 20,970 | $1,850k | Jun 30, 2019 | Aug 2, 2019 | |
| Shepherd Financial Partners LLC | 20,938 | $1,848k | Jun 30, 2019 | Aug 5, 2019 | |
| Private Wealth Partners LLC | 19,550 | $1,725k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 19,550 | $1,725k | Jun 30, 2019 | Aug 6, 2019 | |
| Richard Bernstein Advisors LLC | 19,353 | $1,707k | Jun 30, 2019 | Aug 9, 2019 | |
| Stanley-Laman Group Ltd | 19,223 | $1,696k | Jun 30, 2019 | Aug 1, 2019 | |
| Nicholas Hoffman & Company LLC | 19,185 | $1,693k | Jun 30, 2019 | Aug 12, 2019 | |
| Athena Capital Advisors LLC | 18,952 | $1,672k | Jun 30, 2019 | Aug 9, 2019 | |
| Successful Portfolios LLC | 17,991 | $1,588k | Jun 30, 2019 | Jul 11, 2019 | |
| ARS Investment Partners LLC | 17,898 | $1,579k | Jun 30, 2019 | Aug 12, 2019 | |
| Guardian Investment Management LLC | 17,582 | $1,551k | Jun 30, 2019 | Aug 16, 2019 | |
| Hall Capital Management Company Inc | 17,153 | $1,514k | Jun 30, 2019 | Aug 14, 2019 | |
| Patton Albertson Miller Group LLC | 16,806 | $1,508k | Jun 30, 2019 | Aug 12, 2019 | |
| Northstar Wealth Partners LLC | 16,926 | $1,494k | Jun 30, 2019 | Aug 15, 2019 | |
| Good Life Advisors LLC | 16,693 | $1,473k | Jun 30, 2019 | Aug 6, 2019 | |
| Altavista Wealth Management Inc | 16,651 | $1,469k | Jun 30, 2019 | Aug 13, 2019 | |
| Shoker Investment Counsel Inc | 16,644 | $1,468k | Jun 30, 2019 | Aug 9, 2019 | |
| Copperwynd Financial LLC | 16,485 | $1,455k | Jun 30, 2019 | Aug 7, 2019 | |
| Moloney Securities Asset Management LLC | 16,431 | $1,450k | Jun 30, 2019 | Jul 29, 2019 | |
| Wrapmanager Inc | 16,389 | $1,446k | Jun 30, 2019 | Jul 31, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 16,247 | $1,434k | Jun 30, 2019 | Aug 9, 2019 | |
| NTV Asset Management LLC | 15,975 | $1,410k | Jun 30, 2019 | Jul 29, 2019 | |
| Lakeview Capital Partners LLC | 15,624 | $1,379k | Jun 30, 2019 | Aug 5, 2019 | |
| Green Square Capital LLC | 15,532 | $1,371k | Jun 30, 2019 | Aug 14, 2019 | |
| Ashfield Capital Partners LLC | 14,939 | $1,318k | Jun 30, 2019 | Jul 29, 2019 | |
| ZWJ Investment Counsel Inc | 14,912 | $1,316k | Jun 30, 2019 | Jul 24, 2019 | |
| Janus Capital Management LLC | 15,824 | $1,298k | Mar 31, 2017 | May 16, 2017 | |
| Mitchell Capital Management Co | 14,692 | $1,296k | Jun 30, 2019 | Jul 24, 2019 | |
| American Investment Services Inc | 14,343 | $1,266k | Jun 30, 2019 | Aug 6, 2019 | |
| Wealthtrust Axiom LLC | 14,146 | $1,248k | Jun 30, 2019 | Aug 7, 2019 | |
| Tokio Marine Asset Management USA Ltd | 14,110 | $1,245k | Jun 30, 2019 | Jul 25, 2019 | |
| Rodgers Brothers Inc | 13,748 | $1,213k | Jun 30, 2019 | Aug 14, 2019 | |
| Aldebaran Financial Inc | 13,743 | $1,213k | Jun 30, 2019 | Aug 14, 2019 | |
| Buckhead Capital Management LLC | 13,729 | $1,211k | Jun 30, 2019 | Aug 1, 2019 | |
| Wright Investors Service Inc | 13,664 | $1,206k | Jun 30, 2019 | Aug 1, 2019 | |
| Marble Harbor Investment Counsel LLC | 12,721 | $1,123k | Jun 30, 2019 | Aug 7, 2019 | |
| Cornell Pochily Investment Advisors Inc | 12,368 | $1,091k | Jun 30, 2019 | Jul 22, 2019 | |
| Cornerstone Advisors Inc | 12,000 | $1,080k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 12,000 | $1,080k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 12,000 | $1,080k | Mar 31, 2019 | May 13, 2019 | |
| Interocean Capital LLC | 12,217 | $1,078k | Jun 30, 2019 | Aug 13, 2019 | |
| Evermay Wealth Management LLC | 12,031 | $1,062k | Jun 30, 2019 | Jul 23, 2019 | |
| EP Wealth Advisors LLC | 11,715 | $1,034k | Jun 30, 2019 | Aug 27, 2019 | |
| Lehman Financial Resources Inc | 11,927 | $954k | Sep 30, 2018 | Nov 14, 2018 | |
| E & G Advisors LP | 10,600 | $935k | Jun 30, 2019 | Jul 12, 2019 | |
| Bowen Hanes & Co Inc | 10,544 | $930k | Jun 30, 2019 | Aug 13, 2019 | |
| DB Root & Company LLC | 10,193 | $899k | Jun 30, 2019 | Jul 19, 2019 | |
| Carret Asset Management LLC | 10,104 | $892k | Jun 30, 2019 | Aug 12, 2019 | |
| American National Registered Investment Advisor Inc | 10,018 | $884k | Jun 30, 2019 | Aug 5, 2019 | |
| Osborne Partners Capital Management LLC | 9,822 | $867k | Jun 30, 2019 | Jul 18, 2019 | |
| Signet Financial Management LLC | 9,969 | $866k | Jun 30, 2019 | Aug 13, 2019 | |
| Kingfisher Capital LLC | 9,537 | $842k | Jun 30, 2019 | Aug 14, 2019 | |
| First Manhattan Co | 9,516 | $839k | Jun 30, 2019 | Aug 16, 2019 | |
| Epstein and White Financial LLC | 9,779 | $830k | Jun 30, 2019 | Jul 19, 2019 | |
| Chesley TAFT & Associates LLC | 9,391 | $829k | Jun 30, 2019 | Jul 10, 2019 | |
| Hussman Strategic Advisors Inc | 9,333 | $824k | Jun 30, 2019 | Jul 31, 2019 | |
| Capital Investment Counsel Inc | 9,323 | $823k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 9,323 | $823k | Jun 30, 2019 | Jul 26, 2019 | |
| New England Private Wealth Advisors LLC | 9,145 | $808k | Jun 30, 2019 | Aug 8, 2019 | |
| BTR Capital Management Inc | 9,023 | $796k | Jun 30, 2019 | Jul 18, 2019 | |
| Buckley Wealth Management LLC | 9,021 | $796k | Jun 30, 2019 | Jul 19, 2019 | |
| Teza Capital Management LLC | 8,600 | $759k | Jun 30, 2019 | Aug 8, 2019 | |
| Hamel Associates Inc | 8,430 | $744k | Jun 30, 2019 | Aug 5, 2019 | |
| S R Schill & Associates Inc | 8,167 | $721k | Jun 30, 2019 | Aug 19, 2019 | |
| Alpine Woods Capital Investors LLC | 8,100 | $715k | Jun 30, 2019 | Aug 5, 2019 | |
| Princeton Capital Management LLC | 8,038 | $709k | Jun 30, 2019 | Aug 12, 2019 | |
| Brown Advisory Securities LLC | 8,004 | $705k | Jun 30, 2019 | Aug 12, 2019 | |
| Carnick & Kubik Group LLC | 7,900 | $697k | Jun 30, 2019 | Jul 30, 2019 | |
| Birch Hill Investment Advisors LLC | 7,888 | $696k | Jun 30, 2019 | Jul 22, 2019 | |
| Boston Research and Management Inc | 7,859 | $693k | Jun 30, 2019 | Aug 7, 2019 | |
| Segment Wealth Management LLC | 7,751 | $684k | Jun 30, 2019 | Jul 29, 2019 | |
| Ballast Inc | 7,731 | $682k | Jun 30, 2019 | Jul 26, 2019 | |
| Waters Parkerson & Co LLC | 7,707 | $680k | Jun 30, 2019 | Aug 6, 2019 | |
| Summit X | 7,673 | $679k | Jun 30, 2019 | Aug 13, 2019 | |
| Frontier Wealth Management LLC | 7,547 | $666k | Jun 30, 2019 | Aug 16, 2019 | |
| LBMC Investment Advisors LLC | 7,057 | $623k | Jun 30, 2019 | Jul 18, 2019 | |
| Founders Financial Securities LLC | 6,903 | $609k | Jun 30, 2019 | Jul 22, 2019 | |
| Dearborn Partners LLC | 6,822 | $602k | Jun 30, 2019 | Jul 29, 2019 | |
| Alpha Cubed Investments LLC | 6,728 | $594k | Jun 30, 2019 | Jul 19, 2019 | |
| Santori & Peters Inc | 6,609 | $583k | Jun 30, 2019 | Jul 30, 2019 | |
| DEAN Capital Investments Management LLC | 6,458 | $570k | Jun 30, 2019 | Aug 12, 2019 | |
| Wellington Shields & Co LLC | 6,267 | $553k | Jun 30, 2019 | Aug 8, 2019 | |
| Hengehold Capital Management LLC | 6,230 | $550k | Jun 30, 2019 | Jul 23, 2019 | |
| TLWM LLC | 6,147 | $541k | Jun 30, 2019 | Jul 12, 2019 | |
| Karpas Strategies LLC | 6,068 | $535k | Jun 30, 2019 | Jul 25, 2019 | |
| Stoneridge Investment Partners LLC | 6,041 | $533k | Jun 30, 2019 | Jul 29, 2019 | |
| Emerald Investment Partners LLC | 5,912 | $522k | Jun 30, 2019 | Aug 12, 2019 | |
| Madison Investment Holdings Inc | 5,857 | $517k | Jun 30, 2019 | Aug 13, 2019 | |
| Crestwood Advisors Group LLC | 5,824 | $514k | Jun 30, 2019 | Aug 14, 2019 | |
| Berkeley Capital Partners LLC | 5,725 | $505k | Jun 30, 2019 | Aug 8, 2019 | |
| Douglass Winthrop Advisors LLC | 5,627 | $497k | Jun 30, 2019 | Jul 10, 2019 | |
| Stearns Financial Services Group Inc | 5,587 | $493k | Jun 30, 2019 | Aug 14, 2019 | |
| Alphastar Capital Management LLC | 5,546 | $489k | Jun 30, 2019 | Aug 14, 2019 | |
| Boothe Investment Group Inc | 5,524 | $487k | Jun 30, 2019 | Jul 2, 2019 | |
| Prime Capital Investment Advisors LLC | 5,449 | $481k | Jun 30, 2019 | Aug 6, 2019 | |
| Dodge & COX | 5,432 | $479k | Jun 30, 2019 | Aug 13, 2019 | |
| Wendell David Associates Inc | 5,180 | $457k | Jun 30, 2019 | Jul 16, 2019 | |
| Blue FIN Capital Inc | 5,172 | $456k | Jun 30, 2019 | Jul 22, 2019 | |
| The Rikoon Group LLC | 4,835 | $427k | Jun 30, 2019 | Aug 6, 2019 | |
| Marietta Investment Partners LLC | 4,722 | $417k | Jun 30, 2019 | Aug 13, 2019 | |
| Energy Income Partners LLC | 4,665 | $412k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiedemann Advisors LLC | 4,657 | $411k | Jun 30, 2019 | Aug 13, 2019 | |
| Cfo4Life Group LLC | 4,656 | $411k | Jun 30, 2019 | Jul 29, 2019 | |
| Sigma Investment Counselors Inc | 4,614 | $407k | Jun 30, 2019 | Jul 23, 2019 | |
| First Heartland Consultants Inc | 4,588 | $405k | Jun 30, 2019 | Aug 12, 2019 | |
| Marietta Wealth Management LLC | 4,528 | $400k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiemann Investment Advisors LLC | 4,501 | $397k | Jun 30, 2019 | Aug 13, 2019 | |
| FFCM LLC | 4,448 | $392k | Jun 30, 2019 | Jul 30, 2019 | |
| Steigerwald Gordon & KOCH Inc | 4,398 | $388k | Jun 30, 2019 | Jul 15, 2019 | |
| Gyroscope Capital Management Group LLC | 4,304 | $386k | Jun 30, 2019 | Jul 11, 2019 | |
| RFG Advisory LLC | 4,346 | $385k | Jun 30, 2019 | Aug 23, 2019 | |
| SPC Financial Inc | 4,266 | $376k | Jun 30, 2019 | Aug 1, 2019 | |
| Isthmus Partners LLC | 4,236 | $374k | Jun 30, 2019 | Aug 9, 2019 | |
| Bridgeworth LLC | 4,216 | $372k | Jun 30, 2019 | Jul 25, 2019 | |
| Baker Ellis Asset Management LLC | 4,201 | $371k | Jun 30, 2019 | Aug 12, 2019 | |
| Clark Capital Management Group Inc | 4,142 | $366k | Jun 30, 2019 | Jul 12, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 3,990 | $352k | Jun 30, 2019 | Aug 9, 2019 | |
| Oarsman Capital Inc | 3,822 | $337k | Jun 30, 2019 | Aug 13, 2019 | |
| YHB Investment Advisors Inc | 3,791 | $335k | Jun 30, 2019 | Jul 15, 2019 | |
| Wiley Bros-Aintree Capital LLC | 3,771 | $333k | Jun 30, 2019 | Jul 10, 2019 | |
| Dividend Assets Capital LLC | 3,720 | $328k | Jun 30, 2019 | Jul 12, 2019 | |
| Monetary Management Group Inc | 3,683 | $325k | Jun 30, 2019 | Aug 13, 2019 | |
| Crabel Capital Management LLC | 3,674 | $324k | Jun 30, 2019 | Aug 13, 2019 | |
| Mckinley Carter Wealth Services Inc | 3,635 | $321k | Jun 30, 2019 | Aug 2, 2019 | |
| Cadinha & Co LLC | 3,607 | $318k | Jun 30, 2019 | Aug 9, 2019 | |
| The Mathes Company Inc | 3,600 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
| Calton & Associates Inc | 3,586 | $317k | Jun 30, 2019 | Jul 9, 2019 | |
| Marathon Capital Management LLC | 3,579 | $315k | Jun 30, 2019 | Jul 25, 2019 | |
| West Chester Capital Advisors Inc | 3,430 | $303k | Jun 30, 2019 | Jul 30, 2019 | |
| Bigelow Investment Advisors LLC | 3,431 | $303k | Jun 30, 2019 | Jul 17, 2019 | |
| Aspiriant LLC | 3,411 | $301k | Jun 30, 2019 | Aug 6, 2019 | |
| SVA Plumb Wealth Management LLC | 3,407 | $301k | Jun 30, 2019 | Aug 13, 2019 | |
| Darrell & King LLC | 3,400 | $300k | Jun 30, 2019 | Aug 15, 2019 | |
| Cypress Wealth Services LLC | 3,399 | $300k | Jun 30, 2019 | Jul 24, 2019 | |
| Greatmark Investment Partners Inc | 3,302 | $291k | Jun 30, 2019 | Aug 5, 2019 | |
| Mission Wealth Management LP | 3,290 | $290k | Jun 30, 2019 | Aug 9, 2019 | |
| Edgemoor Investment Advisors Inc | 3,244 | $286k | Jun 30, 2019 | Aug 9, 2019 | |
| Centre Asset Management LLC | 3,240 | $286k | Jun 30, 2019 | Jul 15, 2019 | |
| Asset Advisors Investment Management LLC | 3,246 | $286k | Jun 30, 2019 | Jul 25, 2019 | |
| DAY & Ennis LLC | 3,203 | $283k | Jun 30, 2019 | Aug 2, 2019 | |
| Apriem Advisors | 3,200 | $282k | Jun 30, 2019 | Aug 14, 2019 | |
| Meridian Investment Counsel Inc | 3,145 | $278k | Jun 30, 2019 | Aug 13, 2019 | |
| Hoylecohen LLC | 3,133 | $276k | Jun 30, 2019 | Aug 9, 2019 | |
| Port Capital LLC | 3,111 | $275k | Jun 30, 2019 | Aug 14, 2019 | |
| Pratt Collard Advisory Partners LLC | 3,066 | $271k | Jun 30, 2019 | Jul 16, 2019 | |
| Ancora Family Wealth Advisors LLC | 3,294 | $264k | Sep 30, 2016 | Nov 4, 2016 | |
| Jaffetilchin Investment Partners LLC | 2,958 | $261k | Jun 30, 2019 | Aug 13, 2019 | |
| Advisors Capital Management LLC | 2,932 | $259k | Jun 30, 2019 | Aug 15, 2019 | |
| Mcrae Capital Management Inc | 2,864 | $253k | Jun 30, 2019 | Jul 29, 2019 | |
| Brightworth LLC | 2,868 | $253k | Jun 30, 2019 | Jul 31, 2019 | |
| Chelsea Counsel Company | 3,181 | $252k | Jun 30, 2018 | Oct 3, 2018 | |
| Hourglass Capital LLC | 2,856 | $252k | Jun 30, 2019 | Aug 12, 2019 | |
| Harvey Investment Company LLC | 2,838 | $250k | Jun 30, 2019 | Jul 16, 2019 | |
| Towerpoint Wealth LLC | 2,870 | $249k | Jun 30, 2019 | Aug 7, 2019 | |
| Beese Fulmer Investment Management Inc | 2,774 | $245k | Jun 30, 2019 | Jul 5, 2019 | |
| Brave Asset Management Inc | 2,732 | $241k | Jun 30, 2019 | Aug 5, 2019 | |
| Stokes & Hubbell Capital Management LLC | 2,626 | $236k | Mar 31, 2019 | Apr 24, 2019 | |
| 180 Wealth Advisors LLC | 2,674 | $234k | Jun 30, 2019 | Aug 5, 2019 | |
| Middleton & Company Inc | 2,633 | $232k | Jun 30, 2019 | Jul 25, 2019 | |
| PRIO Wealth Limited Partnership | 2,626 | $231k | Jun 30, 2019 | Jul 18, 2019 | |
| RB Capital Management LLC | 2,621 | $231k | Jun 30, 2019 | Aug 7, 2019 | |
| Capwealth Advisors LLC | 2,573 | $227k | Jun 30, 2019 | Aug 13, 2019 | |
| Douglas Lane & Associates LLC | 2,548 | $225k | Jun 30, 2019 | Jul 8, 2019 | |
| Abner Herrman & Brock LLC | 2,512 | $222k | Jun 30, 2019 | Jul 19, 2019 | |
| Shayne & Co LLC | 2,500 | $221k | Jun 30, 2019 | Jul 24, 2019 | |
| Joel Isaacson & Co LLC | 2,500 | $221k | Jun 30, 2019 | Jul 11, 2019 | |
| Salem Capital Management Inc | 2,490 | $220k | Jun 30, 2019 | Jul 9, 2019 | |
| S & Co Inc | 2,438 | $215k | Jun 30, 2019 | Jul 23, 2019 | |
| Cubic Asset Management LLC | 2,441 | $215k | Jun 30, 2019 | Jul 29, 2019 | |
| BKD Wealth Advisors LLC | 2,426 | $214k | Jun 30, 2019 | Jul 10, 2019 | |
| BFSG LLC | 2,387 | $211k | Jun 30, 2019 | Jul 30, 2019 | |
| HIGH Falls Advisors Inc | 2,317 | $204k | Jun 30, 2019 | Aug 15, 2019 | |
| Monte Financial Group LLC | 2,296 | $203k | Jun 30, 2019 | Aug 7, 2019 | |
| Abbrea Capital LLC | 2,306 | $203k | Jun 30, 2019 | Jul 31, 2019 | |
| Private Vista LLC | 2,282 | $202k | Jun 30, 2019 | Jul 19, 2019 | |
| Eagle Ridge Investment Management LLC | 2,276 | $201k | Jun 30, 2019 | Aug 1, 2019 | |
| CAMG Solamere Management LLC | 2,259 | $200k | Jun 30, 2019 | Aug 13, 2019 | |
| The Central Trust Bank | 1,999 | $176k | Jun 30, 2019 | Jul 16, 2019 | |
| Spinnaker Investment Group LLC | 1,812 | $159k | Jun 30, 2019 | Jul 11, 2019 | |
| Shamrock Asset Management LLC | 1,405 | $124k | Jun 30, 2019 | Aug 9, 2019 | |
| Arbor Wealth Management LLC | 1,367 | $121k | Jun 30, 2019 | Jul 16, 2019 | |
| Vestor Capital LLC | 1,339 | $118k | Jun 30, 2019 | Aug 6, 2019 | |
| New Potomac Partners LLC | 1,050 | $93k | Jun 30, 2019 | Jul 26, 2019 | |
| Maryland Capital Management LLC | 1,041 | $92k | Jun 30, 2019 | Aug 13, 2019 | |
| Cranbrook Wealth Management LLC | 833 | $74k | Jun 30, 2019 | Aug 7, 2019 | |
| Whitnell & Co | 749 | $66k | Jun 30, 2019 | Jul 16, 2019 | |
| Asset Planning Services Inc | 587 | $52k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 587 | $52k | Jun 30, 2019 | Jul 17, 2019 | |
| Jackson Grant Investment Advisers Inc | 450 | $40k | Jun 30, 2019 | Aug 13, 2019 | |
| Arlington Partners LLC | 332 | $29k | Jun 30, 2019 | Jul 10, 2019 | |
| Seabridge Investment Advisors LLC | 266 | $23k | Jun 30, 2019 | Jul 18, 2019 | |
| Heritage Investment Group Inc | 252 | $22k | Jun 30, 2019 | Aug 13, 2019 | |
| Heritage Financial LLC | 252 | $22k | Jun 30, 2019 | Aug 13, 2019 | |
| Summit Financial Group Inc | 220 | $19k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 220 | $19k | Jun 30, 2019 | Jul 3, 2019 | |
| Colonial Trust Advisors Inc | 182 | $16k | Jun 30, 2019 | Aug 21, 2019 | |
| The Fiduciary Group LLC | 137 | $12k | Jun 30, 2019 | Aug 14, 2019 | |
| Spectrum Management Group Inc | 121 | $11k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 121 | $11k | Jun 30, 2019 | Aug 2, 2019 | |
| ST Johns Investment Management Company LLC | 85 | $8k | Jun 30, 2019 | Jul 24, 2019 | |
| Wakefield Asset Management LLLP | 45 | $4k | Jun 30, 2019 | Aug 13, 2019 | |
| Tortoise Capital Advisors LLC | 36 | $3k | Jun 30, 2019 | Aug 14, 2019 | |
| Transamerica Financial Advisors Inc | 19 | $2k | Jun 30, 2019 | Aug 21, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2k | Jun 30, 2019 | Aug 14, 2019 |