MASTERCARD INC
(57636Q104)
ファンドの報告 MASTERCARD INC 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 | 128,021 | $33,865,395k | Jun 30, 2019 | Jul 23, 2019 | |
| Cantab Capital Partners LLP | 20,966 | $2,960,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Magellan Asset Management Limited | 7,354,615 | $1,945,516k | Jun 30, 2019 | Aug 13, 2019 | |
| Gardner Russo & Gardner LLC | 6,914,951 | $1,829,212k | Jun 30, 2019 | Aug 13, 2019 | |
| Janus Capital Management LLC | 13,952,258 | $1,569,198k | Mar 31, 2017 | May 16, 2017 | |
| AKRE Capital Management LLC | 5,327,599 | $1,409,310k | Jun 30, 2019 | Aug 13, 2019 | |
| Polen Capital Management LLC | 4,392,067 | $1,161,833k | Jun 30, 2019 | Aug 12, 2019 | |
| GQG Partners LLC | 2,598,205 | $686,942k | Jun 30, 2019 | Aug 14, 2019 | |
| Vontobel Asset Management Inc | 2,359,176 | $642,235k | Jun 30, 2019 | Aug 14, 2019 | |
| Jackson Square Partners LLC | 2,391,202 | $632,544k | Jun 30, 2019 | Aug 14, 2019 | |
| Ruane Cunniff & Goldfarb LP | 2,016,913 | $533,534k | Jun 30, 2019 | Aug 14, 2019 | |
| Coatue Management LLC | 1,873,399 | $495,570k | Jun 30, 2019 | Aug 14, 2019 | |
| Lone Pine Capital LLC | 1,670,957 | $442,018k | Jun 30, 2019 | Aug 14, 2019 | |
| Vulcan Value Partners LLC | 1,594,791 | $421,870k | Jun 30, 2019 | Aug 14, 2019 | |
| Egerton Capital UK LLP | 1,576,455 | $417,020k | Jun 30, 2019 | Aug 13, 2019 | |
| Harding Loevner LP | 1,429,264 | $378,083k | Jun 30, 2019 | Aug 14, 2019 | |
| Investec Asset Management Limited | 1,313,578 | $347,481k | Jun 30, 2019 | Jul 30, 2019 | |
| Melvin Capital Management LP | 1,270,384 | $336,055k | Jun 30, 2019 | Aug 14, 2019 | |
| OZ Management LP | 1,166,049 | $308,455k | Jun 30, 2019 | Aug 16, 2019 | |
| Brown Brothers Harriman & Co | 915,391 | $242,148k | Jun 30, 2019 | Aug 14, 2019 | |
| Gabelli Funds LLC | 824,800 | $218,184k | Jun 30, 2019 | Aug 2, 2019 | |
| Jensen Investment Management Inc | 779,627 | $206,235k | Jun 30, 2019 | Aug 2, 2019 | |
| Acadian Asset Management LLC | 703,492 | $186,098k | Jun 30, 2019 | Aug 8, 2019 | |
| VGI Partners PTY Limited | 582,314 | $154,040k | Jun 30, 2019 | Aug 14, 2019 | |
| Value Financial Advisers Inc | 567,851 | $150,214k | Jun 30, 2019 | Aug 13, 2019 | |
| International Value Advisers LLC | 567,851 | $150,214k | Jun 30, 2019 | Aug 13, 2019 | |
| Tiger Global Management LLC | 549,932 | $145,474k | Jun 30, 2019 | Aug 14, 2019 | |
| Bluespruce Investments LP | 484,455 | $128,153k | Jun 30, 2019 | Aug 14, 2019 | |
| DF DENT and Company Inc | 454,437 | $120,212k | Jun 30, 2019 | Aug 15, 2019 | |
| Marshfield Associates Inc | 445,896 | $117,953k | Jun 30, 2019 | Aug 15, 2019 | |
| Mawer Investment Management Ltd | 406,520 | $107,537k | Jun 30, 2019 | Aug 6, 2019 | |
| Altarock Partners LLC | 396,940 | $105,003k | Jun 30, 2019 | Aug 14, 2019 | |
| Point72 Asset Management LP | 392,258 | $103,764k | Jun 30, 2019 | Aug 14, 2019 | |
| KG Funds Management LLC | 383,964 | $101,570k | Jun 30, 2019 | Aug 14, 2019 | |
| Weitz Investment Management Inc | 383,750 | $101,513k | Jun 30, 2019 | Aug 8, 2019 | |
| Douglas Lane & Associates LLC | 376,158 | $99,505k | Jun 30, 2019 | Jul 8, 2019 | |
| Argent Capital Management LLC | 369,334 | $97,700k | Jun 30, 2019 | Aug 15, 2019 | |
| EMS Capital LP | 364,580 | $96,442k | Jun 30, 2019 | Aug 14, 2019 | |
| Steadfast Capital Management LP | 360,134 | $95,266k | Jun 30, 2019 | Aug 14, 2019 | |
| ALTA Capital Management LLC | 263,365 | $69,668k | Jun 30, 2019 | Jul 26, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 262,758 | $69,507k | Jun 30, 2019 | Aug 13, 2019 | |
| Sawgrass Asset Management LLC | 252,340 | $66,752k | Jun 30, 2019 | Jul 23, 2019 | |
| Cryder Capital Partners LLP | 252,300 | $66,741k | Jun 30, 2019 | Aug 6, 2019 | |
| Oakmont Corporation | 246,595 | $65,232k | Jun 30, 2019 | Aug 1, 2019 | |
| Manor ROAD Capital Partners LLC | 240,000 | $63,487k | Jun 30, 2019 | Aug 14, 2019 | |
| Columbus Circle Investors | 236,494 | $62,560k | Jun 30, 2019 | Aug 2, 2019 | |
| AMI Asset Management Corp | 231,026 | $61,114k | Jun 30, 2019 | Aug 5, 2019 | |
| Thornburg Investment Management Inc | 230,157 | $60,883k | Jun 30, 2019 | Aug 6, 2019 | |
| Columbus Hill Capital Management LP | 217,246 | $57,468k | Jun 30, 2019 | Aug 14, 2019 | |
| Montag & Caldwell LLC | 213,516 | $56,481k | Jun 30, 2019 | Aug 1, 2019 | |
| ECHO Street Capital Management LLC | 208,549 | $55,167k | Jun 30, 2019 | Aug 14, 2019 | |
| HMI Capital LLC | 207,000 | $54,758k | Jun 30, 2019 | Aug 12, 2019 | |
| Hardman Johnston Global Advisors LLC | 205,877 | $54,461k | Jun 30, 2019 | Aug 5, 2019 | |
| Ensemble Capital Management LLC | 186,045 | $49,214k | Jun 30, 2019 | Aug 14, 2019 | |
| Tocqueville Asset Management LP | 184,417 | $48,784k | Jun 30, 2019 | Jul 31, 2019 | |
| YCG LLC | 178,698 | $47,409k | Jun 30, 2019 | Jul 23, 2019 | |
| The Ithaka Group LLC | 178,299 | $47,165k | Jun 30, 2019 | Aug 12, 2019 | |
| Tweedy Browne Company LLC | 173,994 | $46,027k | Jun 30, 2019 | Aug 5, 2019 | |
| Zweig-Dimenna Associates LLC | 161,196 | $42,641k | Jun 30, 2019 | Jul 10, 2019 | |
| East Coast Asset Management LLC | 158,891 | $42,031k | Jun 30, 2019 | Aug 14, 2019 | |
| Pointstate Capital LP | 156,050 | $41,280k | Jun 30, 2019 | Aug 14, 2019 | |
| Schwartz Investment Counsel Inc | 155,650 | $41,174k | Jun 30, 2019 | Jul 24, 2019 | |
| Wendell David Associates Inc | 152,424 | $40,321k | Jun 30, 2019 | Jul 16, 2019 | |
| Castle HOOK Partners LP | 149,140 | $39,452k | Jun 30, 2019 | Aug 14, 2019 | |
| Night OWL Capital Management LLC | 145,585 | $38,512k | Jun 30, 2019 | Aug 14, 2019 | |
| Bristol Gate Capital Partners Inc | 144,063 | $38,107k | Jun 30, 2019 | Aug 14, 2019 | |
| Sander Capital Advisors Inc | 140,460 | $36,861k | Jun 30, 2019 | Jul 25, 2019 | |
| Adams Diversified Equity Fund Inc | 139,100 | $36,796k | Jun 30, 2019 | Jul 29, 2019 | |
| Montrusco Bolton Investments Inc | 139,452 | $36,214k | Jun 30, 2019 | Aug 5, 2019 | |
| Schwerin Boyle Capital Management Inc | 135,614 | $35,874k | Jun 30, 2019 | Aug 13, 2019 | |
| Cambridge Investment Research Advisors Inc | 134,719 | $35,637k | Jun 30, 2019 | Aug 15, 2019 | |
| Hartwell J M Ltd Partnership | 133,303 | $35,263k | Jun 30, 2019 | Jul 31, 2019 | |
| Abner Herrman & Brock LLC | 125,486 | $33,195k | Jun 30, 2019 | Jul 19, 2019 | |
| Ostrum Asset Management US LLC | 140,190 | $33,008k | Mar 31, 2019 | May 15, 2019 | |
| Guardian Capital LP | 122,056 | $32,287k | Jun 30, 2019 | Aug 14, 2019 | |
| Sandler Capital Management | 114,963 | $30,411k | Jun 30, 2019 | Aug 14, 2019 | |
| Dupont Capital Management Corp | 114,023 | $30,163k | Jun 30, 2019 | Jul 30, 2019 | |
| Motley FOOL Asset Management LLC | 110,834 | $29,319k | Jun 30, 2019 | Aug 14, 2019 | |
| Suncoast Equity Management LLC | 108,363 | $28,665k | Jun 30, 2019 | Jul 26, 2019 | |
| Signature Estate & Investment Advisors LLC | 101,798 | $26,929k | Jun 30, 2019 | Aug 1, 2019 | |
| Crow Point Partners LLC | 95,000 | $25,130k | Jun 30, 2019 | Aug 14, 2019 | |
| Gilder Gagnon HOWE & Co LLC | 93,994 | $24,864k | Jun 30, 2019 | Aug 13, 2019 | |
| Martin Investment Management LLC | 93,022 | $24,607k | Jun 30, 2019 | Aug 7, 2019 | |
| Bishop Rock Capital LP | 90,675 | $23,986k | Jun 30, 2019 | Aug 14, 2019 | |
| RAUB Brock Capital Management LP | 88,726 | $23,471k | Jun 30, 2019 | Jul 23, 2019 | |
| Golub Group LLC | 87,441 | $23,131k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacer Advisors Inc | 86,923 | $22,994k | Jun 30, 2019 | Aug 12, 2019 | |
| Friess Associates LLC | 85,611 | $22,647k | Jun 30, 2019 | Aug 14, 2019 | |
| White ELM Capital LLC | 83,860 | $22,183k | Jun 30, 2019 | Aug 14, 2019 | |
| Sather Financial Group Inc | 83,846 | $22,179k | Jun 30, 2019 | Jul 23, 2019 | |
| Beese Fulmer Investment Management Inc | 78,002 | $20,634k | Jun 30, 2019 | Jul 5, 2019 | |
| Beacon Investment Advisory Services Inc | 77,683 | $20,549k | Jun 30, 2019 | Aug 7, 2019 | |
| Birinyi Associates Inc | 75,527 | $19,979k | Jun 30, 2019 | Aug 5, 2019 | |
| Origin Asset Management LLP | 74,000 | $19,575k | Jun 30, 2019 | Aug 9, 2019 | |
| Berkshire Capital Holdings Inc | 73,610 | $19,472k | Jun 30, 2019 | Aug 13, 2019 | |
| Archon Partners LLC | 72,040 | $19,057k | Jun 30, 2019 | Aug 14, 2019 | |
| Motley FOOL Wealth Management LLC | 71,454 | $18,902k | Jun 30, 2019 | Aug 14, 2019 | |
| Bowie Capital Management LLC | 70,200 | $18,570k | Jun 30, 2019 | Aug 9, 2019 | |
| DOCK Street Asset Management Inc | 68,839 | $18,210k | Jun 30, 2019 | Jul 31, 2019 | |
| Port Capital LLC | 67,510 | $17,858k | Jun 30, 2019 | Aug 14, 2019 | |
| Thames Capital Management LLC | 65,410 | $17,303k | Jun 30, 2019 | Aug 14, 2019 | |
| Haverford Financial Services Inc | 65,184 | $17,243k | Jun 30, 2019 | Aug 13, 2019 | |
| Quest Investment Management LLC | 65,065 | $17,212k | Jun 30, 2019 | Aug 13, 2019 | |
| The Roosevelt Investment Group Inc | 64,789 | $17,139k | Jun 30, 2019 | Aug 8, 2019 | |
| Birch Hill Investment Advisors LLC | 63,598 | $16,824k | Jun 30, 2019 | Jul 22, 2019 | |
| CI Global Investments Inc | 73,940 | $16,460k | Sep 30, 2018 | Nov 9, 2018 | |
| Eagle Ridge Investment Management LLC | 61,889 | $16,371k | Jun 30, 2019 | Aug 1, 2019 | |
| Deltec Asset Management LLC | 59,675 | $15,786k | Jun 30, 2019 | Jul 29, 2019 | |
| Maytech Global Investments LLC | 58,906 | $15,582k | Jun 30, 2019 | Aug 12, 2019 | |
| QS Investors LLC | 58,854 | $15,569k | Jun 30, 2019 | Aug 14, 2019 | |
| West Coast Financial LLC | 57,414 | $15,188k | Jun 30, 2019 | Jul 16, 2019 | |
| Clarkston Capital Partners LLC | 57,036 | $15,088k | Jun 30, 2019 | Jul 24, 2019 | |
| Auxier Asset Management LLC | 56,590 | $14,970k | Jun 30, 2019 | Aug 15, 2019 | |
| Sentry Investment Management LLC | 56,517 | $14,950k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 56,517 | $14,950k | Jun 30, 2019 | Aug 12, 2019 | |
| FFCM LLC | 56,477 | $14,940k | Jun 30, 2019 | Jul 30, 2019 | |
| Barometer Capital Management Inc | 56,079 | $14,817k | Jun 30, 2019 | Aug 13, 2019 | |
| CIM LLC | 54,630 | $14,451k | Jun 30, 2019 | Jul 22, 2019 | |
| Cornerstone Advisors Inc | 59,700 | $14,056k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 59,700 | $14,056k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 59,700 | $14,056k | Mar 31, 2019 | May 13, 2019 | |
| Greystone Managed Investments Inc | 53,086 | $14,043k | Jun 30, 2019 | Jul 23, 2019 | |
| Vestor Capital LLC | 52,404 | $13,863k | Jun 30, 2019 | Aug 6, 2019 | |
| ODEY Asset Management LLP | 49,648 | $13,133k | Jun 30, 2019 | Aug 14, 2019 | |
| Oribel Capital Management LP | 48,700 | $12,883k | Jun 30, 2019 | Aug 14, 2019 | |
| Cobiz Wealth LLC | 47,796 | $12,643k | Jun 30, 2019 | Jul 8, 2019 | |
| Bridgecreek Investment Management LLC | 46,585 | $12,323k | Jun 30, 2019 | Aug 14, 2019 | |
| Riverpark Capital Management LLC | 46,316 | $12,252k | Jun 30, 2019 | Aug 13, 2019 | |
| Cadinha & Co LLC | 46,123 | $12,201k | Jun 30, 2019 | Aug 9, 2019 | |
| The Leuthold Group LLC | 45,956 | $12,157k | Jun 30, 2019 | Aug 14, 2019 | |
| Churchill Management Corp | 45,515 | $12,040k | Jun 30, 2019 | Jul 10, 2019 | |
| Crystal Rock Capital Management LLC | 43,944 | $11,625k | Jun 30, 2019 | Aug 9, 2019 | |
| Wafra Inc | 41,530 | $10,986k | Jun 30, 2019 | Aug 14, 2019 | |
| Stieven Capital Advisors LP | 40,500 | $10,713k | Jun 30, 2019 | Aug 9, 2019 | |
| Monetta Financial Services Inc | 39,000 | $10,317k | Jun 30, 2019 | Aug 9, 2019 | |
| Main Street Research LLC | 38,475 | $10,178k | Jun 30, 2019 | Aug 8, 2019 | |
| Harvey Investment Company LLC | 36,985 | $9,784k | Jun 30, 2019 | Jul 16, 2019 | |
| Azora Capital LP | 34,642 | $9,164k | Jun 30, 2019 | Aug 14, 2019 | |
| Fagan Associates Inc | 34,527 | $9,133k | Jun 30, 2019 | Jul 12, 2019 | |
| Nepsis Inc | 32,351 | $8,575k | Jun 30, 2019 | Jul 22, 2019 | |
| Alley Company LLC | 31,916 | $8,443k | Jun 30, 2019 | Jul 30, 2019 | |
| Tuttle Tactical Management LLC | 31,414 | $8,310k | Jun 30, 2019 | Jul 29, 2019 | |
| Venturi Wealth Management LLC | 31,237 | $8,263k | Jun 30, 2019 | Aug 7, 2019 | |
| Hendershot Investments Inc | 30,963 | $8,191k | Jun 30, 2019 | Jul 31, 2019 | |
| Centre Asset Management LLC | 30,817 | $8,152k | Jun 30, 2019 | Jul 15, 2019 | |
| Marietta Investment Partners LLC | 30,264 | $8,006k | Jun 30, 2019 | Aug 13, 2019 | |
| RKL Wealth Management LLC | 29,541 | $7,809k | Jun 30, 2019 | Aug 2, 2019 | |
| Carderock Capital Management Inc | 29,458 | $7,793k | Jun 30, 2019 | Jul 15, 2019 | |
| Security Asset Management Inc | 29,009 | $7,674k | Jun 30, 2019 | Aug 6, 2019 | |
| United Asset Strategies Inc | 28,516 | $7,543k | Jun 30, 2019 | Jul 31, 2019 | |
| Bluemar Capital Management LLC | 27,926 | $7,387k | Jun 30, 2019 | Aug 14, 2019 | |
| Nottingham Advisors Inc | 27,705 | $7,329k | Jun 30, 2019 | Jul 17, 2019 | |
| Matthew 25 Management Corp | 27,500 | $7,275k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Research and Management Inc | 27,122 | $7,174k | Jun 30, 2019 | Aug 7, 2019 | |
| Incline Global Management LLC | 24,881 | $6,582k | Jun 30, 2019 | Aug 14, 2019 | |
| Bronfman EL Rothschild LP | 24,477 | $6,475k | Jun 30, 2019 | Aug 12, 2019 | |
| EFG Asset Management Americas Corp | 24,349 | $6,441k | Jun 30, 2019 | Jul 9, 2019 | |
| Morris Capital Advisors Inc | 24,220 | $6,407k | Jun 30, 2019 | Jul 15, 2019 | |
| Caxton Associates LP | 23,749 | $6,280k | Jun 30, 2019 | Aug 14, 2019 | |
| Cohen Klingenstein LLC | 23,000 | $6,084k | Jun 30, 2019 | Jul 15, 2019 | |
| Blue FIN Capital Inc | 22,933 | $6,066k | Jun 30, 2019 | Jul 22, 2019 | |
| Parker Investment Management LLC | 22,920 | $6,063k | Jun 30, 2019 | Aug 15, 2019 | |
| Fulcrum Capital LLC | 22,891 | $6,055k | Jun 30, 2019 | Jul 29, 2019 | |
| Navellier & Associates Inc | 22,137 | $5,856k | Jun 30, 2019 | Jul 17, 2019 | |
| Overbrook Management Corporation | 21,790 | $5,764k | Jun 30, 2019 | Aug 13, 2019 | |
| Johanson Financial Advisors Inc | 20,164 | $5,330k | Jun 30, 2019 | Jul 29, 2019 | |
| Precept Management LLC | 20,000 | $5,291k | Put | Jun 30, 2019 | Aug 14, 2019 |
| NEXT Century Growth Investors LLC | 19,526 | $5,165k | Jun 30, 2019 | Aug 14, 2019 | |
| Chickasaw Capital Management LLC | 19,526 | $5,165k | Jun 30, 2019 | Jul 15, 2019 | |
| Calamos Wealth Management LLC | 19,366 | $5,123k | Jun 30, 2019 | Aug 7, 2019 | |
| Vernier Capital Partners LP | 19,000 | $5,026k | Jun 30, 2019 | Aug 14, 2019 | |
| Cookson Peirce & Co Inc | 18,768 | $4,965k | Jun 30, 2019 | Jul 31, 2019 | |
| American Money Management LLC | 17,875 | $4,728k | Jun 30, 2019 | Aug 12, 2019 | |
| Pinkerton Retirement Specialists LLC | 17,581 | $4,651k | Jun 30, 2019 | Aug 6, 2019 | |
| Carret Asset Management LLC | 17,478 | $4,623k | Jun 30, 2019 | Aug 12, 2019 | |
| SVA Plumb Wealth Management LLC | 17,234 | $4,559k | Jun 30, 2019 | Aug 13, 2019 | |
| The Investment House LLC | 17,022 | $4,503k | Jun 30, 2019 | Aug 5, 2019 | |
| Broadleaf Partners LLC | 17,007 | $4,499k | Jun 30, 2019 | Jul 19, 2019 | |
| Olstein Capital Management LP | 17,000 | $4,497k | Jun 30, 2019 | Jul 31, 2019 | |
| Condor Capital Management | 16,835 | $4,453k | Jun 30, 2019 | Aug 5, 2019 | |
| Signature Financial Management Inc | 23,452 | $4,424k | Dec 31, 2018 | Feb 13, 2019 | |
| Marsico Capital Management LLC | 16,278 | $4,306k | Jun 30, 2019 | Aug 14, 2019 | |
| Pacific Global Investment Management Co | 16,088 | $4,256k | Jun 30, 2019 | Aug 14, 2019 | |
| South Street Advisors LLC | 16,030 | $4,240k | Jun 30, 2019 | Jul 22, 2019 | |
| Integre Asset Management LLC | 15,746 | $4,165k | Jun 30, 2019 | Aug 14, 2019 | |
| Riverpark Advisors LLC | 15,652 | $4,140k | Jun 30, 2019 | Aug 13, 2019 | |
| Granite Group Advisors LLC | 15,266 | $4,038k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 15,266 | $4,038k | Jun 30, 2019 | Jul 23, 2019 | |
| The Mathes Company Inc | 14,888 | $3,938k | Jun 30, 2019 | Jul 29, 2019 | |
| Cfo4Life Group LLC | 14,785 | $3,911k | Jun 30, 2019 | Jul 29, 2019 | |
| Ancora Family Wealth Advisors LLC | 38,302 | $3,898k | Sep 30, 2016 | Nov 4, 2016 | |
| Fairview Capital Investment Management LLC | 14,722 | $3,894k | Jun 30, 2019 | Aug 14, 2019 | |
| Allen Investment Management LLC | 13,981 | $3,698k | Jun 30, 2019 | Aug 12, 2019 | |
| Spectrum Management Group Inc | 13,935 | $3,686k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 13,935 | $3,686k | Jun 30, 2019 | Aug 2, 2019 | |
| Interocean Capital LLC | 13,465 | $3,562k | Jun 30, 2019 | Aug 13, 2019 | |
| Midas Management Corporation | 13,400 | $3,545k | Jun 30, 2019 | Jul 9, 2019 | |
| AFT Forsyth and Company Inc | 13,351 | $3,532k | Jun 30, 2019 | Jul 29, 2019 | |
| Capital Insight Partners LLC | 13,176 | $3,485k | Jun 30, 2019 | Jul 9, 2019 | |
| Brown Capital Management LLC | 12,891 | $3,410k | Jun 30, 2019 | Aug 13, 2019 | |
| Progressive Investment Management Corporation | 12,819 | $3,391k | Jun 30, 2019 | Aug 12, 2019 | |
| Circle ROAD Advisors LP | 12,332 | $3,262k | Jun 30, 2019 | Aug 7, 2019 | |
| BFSG LLC | 12,263 | $3,244k | Jun 30, 2019 | Jul 30, 2019 | |
| Kelman Lazarov Inc | 12,260 | $3,243k | Jun 30, 2019 | Jul 22, 2019 | |
| Clear Perspective Advisors LLC | 12,210 | $3,230k | Jun 30, 2019 | Aug 12, 2019 | |
| GHP Investment Advisors Inc | 12,119 | $3,206k | Jun 30, 2019 | Aug 2, 2019 | |
| Grandfield & DODD LLC | 11,971 | $3,167k | Jun 30, 2019 | Jul 29, 2019 | |
| RDL Financial Inc | 11,899 | $3,148k | Jun 30, 2019 | Jul 17, 2019 | |
| WEIK Capital Management Inc | 11,585 | $3,065k | Jun 30, 2019 | Aug 9, 2019 | |
| Mount Lucas Management LP | 11,486 | $3,038k | Jun 30, 2019 | Aug 14, 2019 | |
| Advanced Asset Management Advisors Inc | 11,420 | $3,021k | Jun 30, 2019 | Aug 2, 2019 | |
| Hennessy Advisors Inc | 11,302 | $2,990k | Jun 30, 2019 | Jul 11, 2019 | |
| DSAM Partners London Ltd | 11,000 | $2,910k | Jun 30, 2019 | Aug 14, 2019 | |
| First Manhattan Co | 10,580 | $2,798k | Jun 30, 2019 | Aug 16, 2019 | |
| Crestwood Advisors Group LLC | 10,338 | $2,735k | Jun 30, 2019 | Aug 14, 2019 | |
| Brasada Capital Management LP | 9,550 | $2,608k | Jun 30, 2019 | Aug 7, 2019 | |
| DUFF & Phelps Investment Management Co | 9,755 | $2,580k | Jun 30, 2019 | Aug 2, 2019 | |
| New Potomac Partners LLC | 9,685 | $2,562k | Jun 30, 2019 | Jul 26, 2019 | |
| Private Wealth Advisors Inc | 9,568 | $2,531k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 9,568 | $2,531k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 9,568 | $2,531k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 9,568 | $2,531k | Jun 30, 2019 | Aug 7, 2019 | |
| Pecaut & Co | 9,508 | $2,515k | Jun 30, 2019 | Aug 8, 2019 | |
| Campbell Newman Asset Management Inc | 9,281 | $2,455k | Jun 30, 2019 | Jul 24, 2019 | |
| Ativo Capital Management LLC | 9,239 | $2,444k | Jun 30, 2019 | Aug 14, 2019 | |
| Altman Advisors Inc | 8,713 | $2,305k | Jun 30, 2019 | Jul 12, 2019 | |
| KARP Capital Management Corporation | 8,589 | $2,272k | Jun 30, 2019 | Aug 8, 2019 | |
| Impax Asset Management LLC | 11,109 | $2,183k | Jun 30, 2018 | Aug 14, 2018 | |
| Impax Asset Management Ltd | 11,109 | $2,183k | Jun 30, 2018 | Aug 14, 2018 | |
| Altavista Wealth Management Inc | 8,104 | $2,144k | Jun 30, 2019 | Aug 13, 2019 | |
| Cavalier Investments LLC | 8,100 | $2,143k | Jun 30, 2019 | Jul 31, 2019 | |
| Arjuna Capital LLC | 8,074 | $2,136k | Jun 30, 2019 | Aug 21, 2019 | |
| Strategic Advisors LLC | 7,996 | $2,115k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 7,996 | $2,115k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 7,996 | $2,115k | Jun 30, 2019 | Jul 22, 2019 | |
| First Pacific Advisors LP | 7,950 | $2,103k | Jun 30, 2019 | Aug 14, 2019 | |
| Pictet North America Advisors SA | 7,861 | $2,079k | Jun 30, 2019 | Aug 7, 2019 | |
| Peak Asset Management LLC | 7,195 | $1,903k | Jun 30, 2019 | Aug 15, 2019 | |
| Foundations Investment Advisors LLC | 6,811 | $1,860k | Jun 30, 2019 | Jul 8, 2019 | |
| Cohen Capital Management Inc | 6,850 | $1,812k | Jun 30, 2019 | Aug 7, 2019 | |
| Morgens Waterfall Vintiadis & Company Inc | 6,500 | $1,719k | Jun 30, 2019 | Aug 14, 2019 | |
| Sandell Asset Management Corp | 6,400 | $1,693k | Jun 30, 2019 | Aug 14, 2019 | |
| DB Root & Company LLC | 6,380 | $1,687k | Jun 30, 2019 | Jul 19, 2019 | |
| Athena Capital Advisors LLC | 6,306 | $1,668k | Jun 30, 2019 | Aug 9, 2019 | |
| Inspirion Wealth Advisors LLC | 6,100 | $1,614k | Jun 30, 2019 | Jul 15, 2019 | |
| LGL Partners LLC | 6,005 | $1,589k | Jun 30, 2019 | Aug 14, 2019 | |
| Round Hill Asset Management Inc | 5,905 | $1,562k | Jun 30, 2019 | Aug 13, 2019 | |
| Nicholas Hoffman & Company LLC | 5,859 | $1,550k | Jun 30, 2019 | Aug 12, 2019 | |
| Elite Wealth Management Inc | 5,848 | $1,547k | Jun 30, 2019 | Jul 18, 2019 | |
| Private Wealth Partners LLC | 5,845 | $1,546k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 5,845 | $1,546k | Jun 30, 2019 | Aug 6, 2019 | |
| Lourd Capital LLC | 5,779 | $1,529k | Jun 30, 2019 | Jul 11, 2019 | |
| Permit Capital LLC | 5,750 | $1,521k | Jun 30, 2019 | Aug 14, 2019 | |
| Doliver Capital Advisors LP | 5,710 | $1,510k | Jun 30, 2019 | Jul 25, 2019 | |
| Blue CHIP Wealth Management Inc | 5,663 | $1,498k | Jun 30, 2019 | Aug 13, 2019 | |
| DAVY Asset Management Limited | 5,464 | $1,445k | Jun 30, 2019 | Jul 19, 2019 | |
| Lucia Wealth Services LLC | 5,455 | $1,443k | Jun 30, 2019 | Jul 23, 2019 | |
| UNIO Capital LLC | 5,300 | $1,442k | Jun 30, 2019 | Aug 14, 2019 | |
| Appleton Partners Inc | 5,416 | $1,433k | Jun 30, 2019 | Jul 25, 2019 | |
| Maltese Capital Management LLC | 5,400 | $1,428k | Jun 30, 2019 | Aug 14, 2019 | |
| Cahill Financial Advisors Inc | 5,314 | $1,406k | Jun 30, 2019 | Aug 14, 2019 | |
| Guardian Capital Advisors LP | 4,965 | $1,355k | Jun 30, 2019 | Aug 14, 2019 | |
| Liberty Capital Management Inc | 5,120 | $1,354k | Jun 30, 2019 | Jul 15, 2019 | |
| Wellesley Investment Partners LLC | 4,944 | $1,307k | Jun 30, 2019 | Aug 5, 2019 | |
| Northstar Investment Advisors LLC | 4,910 | $1,299k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 4,910 | $1,299k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Wealth Partners LLC | 4,886 | $1,293k | Jun 30, 2019 | Aug 15, 2019 | |
| Poehling Capital Management Inc | 4,885 | $1,292k | Jun 30, 2019 | Aug 9, 2019 | |
| Dedora Capital Inc | 4,850 | $1,283k | Jun 30, 2019 | Aug 8, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 4,605 | $1,218k | Jun 30, 2019 | Aug 9, 2019 | |
| Geller Advisors LLC | 4,579 | $1,211k | Jun 30, 2019 | Aug 14, 2019 | |
| Chilton Capital Management LLC | 4,572 | $1,209k | Jun 30, 2019 | Aug 13, 2019 | |
| DSC Advisors LP | 4,566 | $1,208k | Jun 30, 2019 | Aug 14, 2019 | |
| Abbrea Capital LLC | 4,476 | $1,184k | Jun 30, 2019 | Jul 31, 2019 | |
| Howland Capital Management LLC | 4,415 | $1,168k | Jun 30, 2019 | Jul 17, 2019 | |
| Azimuth Capital Management LLC | 4,275 | $1,131k | Jun 30, 2019 | Aug 13, 2019 | |
| The Rikoon Group LLC | 4,197 | $1,110k | Jun 30, 2019 | Aug 6, 2019 | |
| Amplify Investments LLC | 6,236 | $1,092k | Mar 31, 2018 | May 14, 2018 | |
| Wheatland Advisors Inc | 4,025 | $1,065k | Jun 30, 2019 | Aug 7, 2019 | |
| Accuvest Global Advisors | 4,021 | $1,064k | Jun 30, 2019 | Jul 17, 2019 | |
| USA Mutuals Advisors Inc | 4,000 | $1,058k | Jun 30, 2019 | Aug 5, 2019 | |
| Hedeker Wealth LLC | 3,900 | $1,031k | Jun 30, 2019 | Jul 26, 2019 | |
| Trust & Investment Advisors Inc | 3,870 | $1,024k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Advisors LLC | 3,870 | $1,024k | Jun 30, 2019 | Jul 30, 2019 | |
| Advisors Financial Inc | 3,870 | $1,024k | Jun 30, 2019 | Jul 30, 2019 | |
| The Financial Advisors LLC | 3,870 | $1,024k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors Inc | 3,870 | $1,024k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors LLC | 3,870 | $1,024k | Jun 30, 2019 | Jul 30, 2019 | |
| Wexford Capital LP | 3,852 | $1,019k | Jun 30, 2019 | Aug 14, 2019 | |
| Brightworth LLC | 3,852 | $1,019k | Jun 30, 2019 | Jul 31, 2019 | |
| Symphony Asset Management LLC | 3,844 | $1,017k | Jun 30, 2019 | Aug 14, 2019 | |
| Harfst and Associates Inc | 3,764 | $995k | Jun 30, 2019 | Aug 14, 2019 | |
| Cypress Capital Management LLC | 3,650 | $966k | Jun 30, 2019 | Aug 5, 2019 | |
| Staley Capital Advisers Inc | 3,600 | $952k | Jun 30, 2019 | Aug 9, 2019 | |
| CPWM LLC | 3,539 | $936k | Jun 30, 2019 | Aug 2, 2019 | |
| F3Logic LLC | 3,408 | $904k | Jun 30, 2019 | Aug 2, 2019 | |
| Oak Ridge Investments LLC | 3,415 | $903k | Jun 30, 2019 | Aug 14, 2019 | |
| West Oak Capital LLC | 3,350 | $886k | Jun 30, 2019 | Jul 12, 2019 | |
| Buckley Wealth Management LLC | 3,286 | $869k | Jun 30, 2019 | Jul 19, 2019 | |
| Ipswich Investment Management Company Inc | 3,250 | $860k | Jun 30, 2019 | Jul 11, 2019 | |
| Tributary Capital Management LLC | 3,250 | $860k | Jun 30, 2019 | Jul 11, 2019 | |
| Middleton & Company Inc | 3,244 | $858k | Jun 30, 2019 | Jul 25, 2019 | |
| Confluence Wealth Management LLC | 3,201 | $847k | Jun 30, 2019 | Aug 9, 2019 | |
| HMS Capital Management LLC | 3,200 | $846k | Put | Jun 30, 2019 | Jul 12, 2019 |
| Strategy Asset Managers LLC | 3,140 | $831k | Jun 30, 2019 | Aug 14, 2019 | |
| Breiter Capital Management Inc | 3,128 | $827k | Jun 30, 2019 | Aug 23, 2019 | |
| OFI Advisors LLC | 8,843 | $797k | Sep 30, 2015 | Nov 16, 2015 | |
| YHB Investment Advisors Inc | 2,855 | $755k | Jun 30, 2019 | Jul 15, 2019 | |
| Copperwynd Financial LLC | 2,792 | $739k | Jun 30, 2019 | Aug 7, 2019 | |
| LOWE Brockenbrough & Company Inc | 2,735 | $723k | Jun 30, 2019 | Aug 12, 2019 | |
| Spears Abacus Advisors LLC | 2,719 | $719k | Jun 30, 2019 | Aug 9, 2019 | |
| Mairs and Power Inc | 2,695 | $713k | Jun 30, 2019 | Aug 14, 2019 | |
| Pratt Collard Advisory Partners LLC | 2,670 | $706k | Jun 30, 2019 | Jul 16, 2019 | |
| Cipher Capital LP | 2,574 | $681k | Jun 30, 2019 | Aug 13, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 2,517 | $666k | Jun 30, 2019 | Aug 14, 2019 | |
| Summit Financial Wealth Advisors LLC | 2,518 | $666k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 2,518 | $666k | Jun 30, 2019 | Jul 16, 2019 | |
| GM Advisory Group Inc | 2,493 | $659k | Jun 30, 2019 | Aug 9, 2019 | |
| Mckinley Carter Wealth Services Inc | 2,370 | $627k | Jun 30, 2019 | Aug 2, 2019 | |
| FORT PITT Capital Group LLC | 2,363 | $625k | Jun 30, 2019 | Aug 9, 2019 | |
| Bigelow Investment Advisors LLC | 2,349 | $621k | Jun 30, 2019 | Jul 17, 2019 | |
| American Investment Services Inc | 2,295 | $607k | Jun 30, 2019 | Aug 6, 2019 | |
| Wespac Advisors LLC | 2,240 | $593k | Jun 30, 2019 | Jul 23, 2019 | |
| LVW Advisors LLC | 2,224 | $588k | Jun 30, 2019 | Aug 14, 2019 | |
| BECK Capital Management LLC | 2,205 | $583k | Jun 30, 2019 | Aug 14, 2019 | |
| CWA Asset Management Group LLC | 2,205 | $583k | Jun 30, 2019 | Aug 13, 2019 | |
| Sadoff Investment Management LLC | 2,186 | $578k | Jun 30, 2019 | Aug 7, 2019 | |
| Independence Advisors LLC | 2,161 | $572k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 2,161 | $572k | Jun 30, 2019 | Aug 12, 2019 | |
| Court Place Advisors LLC | 2,127 | $563k | Jun 30, 2019 | Jul 30, 2019 | |
| Toroso Investments LLC | 2,096 | $554k | Jun 30, 2019 | Aug 15, 2019 | |
| Transamerica Financial Advisors Inc | 2,057 | $545k | Jun 30, 2019 | Aug 21, 2019 | |
| Baldwin Investment Management LLC | 2,060 | $545k | Jun 30, 2019 | Aug 6, 2019 | |
| Permanens Capital LP | 2,000 | $529k | Jun 30, 2019 | Aug 9, 2019 | |
| Sovarnum Capital LP | 2,000 | $529k | Jun 30, 2019 | Aug 14, 2019 | |
| Quantum Capital Management LLC | 1,947 | $515k | Jun 30, 2019 | Aug 14, 2019 | |
| Biltmore Family Office LLC | 1,945 | $515k | Jun 30, 2019 | Jul 31, 2019 | |
| American Asset Management Inc | 1,900 | $503k | Jun 30, 2019 | Jul 31, 2019 | |
| Oberweis Asset Management Inc | 1,893 | $501k | Jun 30, 2019 | Aug 14, 2019 | |
| Castle Rock Wealth Management LLC | 1,857 | $493k | Jun 30, 2019 | Aug 8, 2019 | |
| Bridgeworth LLC | 1,851 | $490k | Jun 30, 2019 | Jul 25, 2019 | |
| Strategic Capital Advisers Inc | 1,841 | $487k | Jun 30, 2019 | Jul 30, 2019 | |
| Miles Capital Inc | 1,828 | $484k | Jun 30, 2019 | Aug 13, 2019 | |
| Financial Sense Advisors Inc | 1,821 | $482k | Jun 30, 2019 | Aug 2, 2019 | |
| Prelude Capital Management LLC | 1,800 | $476k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Conestoga Capital Advisors LLC | 1,760 | $466k | Jun 30, 2019 | Aug 2, 2019 | |
| E & G Advisors LP | 1,750 | $463k | Jun 30, 2019 | Jul 12, 2019 | |
| Skylands Capital LLC | 1,750 | $463k | Jun 30, 2019 | Jul 29, 2019 | |
| REDW Stanley Financial Advisors LLC | 1,720 | $455k | Jun 30, 2019 | Aug 9, 2019 | |
| Measured Wealth Private Client Group LLC | 1,697 | $449k | Jun 30, 2019 | Jul 26, 2019 | |
| Benin Management Corp | 1,675 | $443k | Jun 30, 2019 | Jul 31, 2019 | |
| Brave Asset Management Inc | 1,646 | $435k | Jun 30, 2019 | Aug 5, 2019 | |
| ACG Wealth Inc | 1,631 | $431k | Jun 30, 2019 | Aug 6, 2019 | |
| Segment Wealth Management LLC | 1,616 | $427k | Jun 30, 2019 | Jul 29, 2019 | |
| Canal Capital Management LLC | 1,605 | $424k | Jun 30, 2019 | Jul 31, 2019 | |
| Highland Private Wealth Management | 1,599 | $423k | Jun 30, 2019 | Aug 13, 2019 | |
| Arbor Wealth Management LLC | 1,594 | $422k | Jun 30, 2019 | Jul 16, 2019 | |
| Personal Resources Investment and Strategic Management Inc | 1,595 | $422k | Jun 30, 2019 | Aug 6, 2019 | |
| HCR Wealth Advisors | 1,584 | $419k | Jun 30, 2019 | Jul 25, 2019 | |
| Greatmark Investment Partners Inc | 1,545 | $409k | Jun 30, 2019 | Aug 5, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 1,518 | $402k | Jun 30, 2019 | Jul 9, 2019 | |
| The WEIL Company | 1,510 | $399k | Jun 30, 2019 | Aug 12, 2019 | |
| Drexel Morgan & Co | 1,505 | $398k | Jun 30, 2019 | Aug 8, 2019 | |
| The Financial Consulate Inc | 1,462 | $387k | Jun 30, 2019 | Jul 24, 2019 | |
| Polaris Greystone Financial Group LLC | 1,430 | $382k | Jun 30, 2019 | Jul 25, 2019 | |
| Bristlecone Advisors LLC | 1,441 | $381k | Jun 30, 2019 | Jul 19, 2019 | |
| COHO Partners Ltd | 1,400 | $370k | Jun 30, 2019 | Aug 8, 2019 | |
| ZWJ Investment Counsel Inc | 1,391 | $368k | Jun 30, 2019 | Jul 24, 2019 | |
| Ridgewood Investments LLC | 1,385 | $366k | Jun 30, 2019 | Jul 12, 2019 | |
| Atalanta Sosnoff Capital LLC | 1,361 | $360k | Jun 30, 2019 | Jul 15, 2019 | |
| Boston Common Asset Management LLC | 1,355 | $358k | Jun 30, 2019 | Jul 26, 2019 | |
| KJ Harrison & Partners USA Inc | 1,355 | $358k | Jun 30, 2019 | Aug 5, 2019 | |
| Daiwa SB Investments Ltd | 1,490 | $351k | Mar 31, 2019 | Apr 18, 2019 | |
| Steigerwald Gordon & KOCH Inc | 1,323 | $350k | Jun 30, 2019 | Jul 15, 2019 | |
| Sicart Associates LLC | 1,320 | $349k | Jun 30, 2019 | Jul 23, 2019 | |
| Aries Wealth Management LLC | 1,252 | $341k | Jun 30, 2019 | Jul 15, 2019 | |
| Gillespie Robinson & Grimm Inc | 1,275 | $337k | Jun 30, 2019 | Jul 22, 2019 | |
| Capital Investment Services of America Inc | 1,250 | $331k | Jun 30, 2019 | Jul 12, 2019 | |
| New England Investment & Retirement Group Inc | 1,250 | $331k | Jun 30, 2019 | Jul 31, 2019 | |
| 10-15 Associates Inc | 1,233 | $326k | Jun 30, 2019 | Aug 12, 2019 | |
| Dorchester Wealth Management Company | 1,196 | $316k | Jun 30, 2019 | Jul 19, 2019 | |
| Grand JEAN Capital Management Inc | 1,190 | $315k | Jun 30, 2019 | Aug 13, 2019 | |
| Triangle Securities Wealth Management | 1,151 | $312k | Jun 30, 2019 | Jul 10, 2019 | |
| Seven Post Investment Office LP | 1,165 | $308k | Jun 30, 2019 | Aug 12, 2019 | |
| Lagoda Investment Management LP | 1,161 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| WE ARE One Seven LLC | 1,161 | $307k | Jun 30, 2019 | Jul 16, 2019 | |
| Wallace Capital Management Inc | 1,145 | $303k | Jun 30, 2019 | Aug 12, 2019 | |
| Waters Parkerson & Co LLC | 1,110 | $294k | Jun 30, 2019 | Aug 6, 2019 | |
| Vivaldi Capital Management LLC | 1,097 | $290k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisory LLC | 1,083 | $286k | Jun 30, 2019 | Aug 8, 2019 | |
| Fernwood Investment Management LLC | 1,079 | $285k | Jun 30, 2019 | Aug 1, 2019 | |
| Hamel Associates Inc | 1,065 | $282k | Jun 30, 2019 | Aug 5, 2019 | |
| Congress Park Capital LLC | 1,000 | $282k | Jun 30, 2019 | Aug 2, 2019 | |
| Quadrant Private Wealth Management LLC | 1,037 | $274k | Jun 30, 2019 | Aug 13, 2019 | |
| Plancorp LLC | 1,027 | $272k | Jun 30, 2019 | Aug 13, 2019 | |
| Pagnatokarp Partners LLC | 1,021 | $270k | Jun 30, 2019 | Aug 8, 2019 | |
| Blackhawk Capital Partners LLC | 1,015 | $268k | Jun 30, 2019 | Aug 13, 2019 | |
| Crossvault Capital Management LLC | 1,000 | $265k | Jun 30, 2019 | Jul 19, 2019 | |
| Strategic Financial Services Inc | 1,000 | $265k | Jun 30, 2019 | Aug 13, 2019 | |
| IMS Capital Management Inc | 989 | $262k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpine Woods Capital Investors LLC | 985 | $261k | Jun 30, 2019 | Aug 5, 2019 | |
| Highwater Wealth Management LLC | 985 | $261k | Jun 30, 2019 | Jul 18, 2019 | |
| Falcon Point Capital LLC | 978 | $259k | Jun 30, 2019 | Jul 15, 2019 | |
| Badgley Phelps and Bell Inc | 976 | $258k | Jun 30, 2019 | Jul 30, 2019 | |
| The RICE Partnership LLC | 973 | $257k | Jun 30, 2019 | Jul 25, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 938 | $248k | Jun 30, 2019 | Aug 12, 2019 | |
| Cumberland Advisors Inc | 900 | $238k | Jun 30, 2019 | Jul 11, 2019 | |
| Parthenon LLC | 868 | $230k | Jun 30, 2019 | Jul 29, 2019 | |
| WSFS Capital Management LLC | 858 | $227k | Jun 30, 2019 | Aug 14, 2019 | |
| Bingham Osborn & Scarborough LLC | 855 | $226k | Jun 30, 2019 | Aug 2, 2019 | |
| Peterson Wealth Advisors LLC | 849 | $225k | Jun 30, 2019 | Jul 15, 2019 | |
| Willow Creek Wealth Management Inc | 830 | $220k | Jun 30, 2019 | Jul 22, 2019 | |
| Founders Financial Securities LLC | 815 | $216k | Jun 30, 2019 | Jul 22, 2019 | |
| The O'Dell Group LLC | 814 | $215k | Jun 30, 2019 | Jul 24, 2019 | |
| Modera Wealth Management LLC | 805 | $213k | Jun 30, 2019 | Aug 7, 2019 | |
| Newport Wealth Strategies Inc | 775 | $213k | Jun 30, 2019 | Jul 22, 2019 | |
| Torray LLC | 795 | $210k | Jun 30, 2019 | Aug 8, 2019 | |
| Edgewood Management LLC | 788 | $208k | Jun 30, 2019 | Aug 12, 2019 | |
| KLCM Advisors Inc | 779 | $206k | Jun 30, 2019 | Aug 15, 2019 | |
| RNC Capital Management LLC | 780 | $206k | Jun 30, 2019 | Jul 25, 2019 | |
| Tortoise Index Solutions LLC | 763 | $202k | Jun 30, 2019 | Aug 14, 2019 | |
| Cacti Asset Management LLC | 500 | $131k | Jun 30, 2019 | Jul 1, 2019 | |
| Brandywine Global Investment Management LLC | 450 | $120k | Jun 30, 2019 | Aug 14, 2019 | |
| Stephens Investment Management Group LLC | 430 | $114k | Jun 30, 2019 | Aug 1, 2019 | |
| Summit Financial Group Inc | 350 | $93k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 350 | $93k | Jun 30, 2019 | Jul 3, 2019 | |
| Allsquare Wealth Management LLC | 294 | $78k | Jun 30, 2019 | Aug 13, 2019 | |
| 1919 Investment Counsel LLC | 890 | $66k | Sep 30, 2014 | Nov 14, 2014 | |
| Avondale Wealth Management LLC | 170 | $45k | Jun 30, 2019 | Jul 26, 2019 | |
| Clean Yield Group Inc | 80 | $21k | Jun 30, 2019 | Jul 22, 2019 | |
| The Fiduciary Group LLC | 80 | $21k | Jun 30, 2019 | Aug 14, 2019 | |
| Spiderrock Advisors LLC | 2,200 | $11k | Put | Jun 30, 2019 | Jul 29, 2019 |
| Tower VIEW Investment Management & Research LLC | 18 | $5k | Jun 30, 2019 | Jul 17, 2019 | |
| Meritage Portfolio Management Inc | 12 | $3k | Jun 30, 2019 | Jul 30, 2019 | |
| Newsquare Capital LLC | 6 | $2k | Jun 30, 2019 | Aug 20, 2019 | |
| RB Capital Management LLC | 200 | $1k | Call | Jun 30, 2019 | Aug 7, 2019 |
| Independent Advisor Alliance LLC | 774 | $0k | Jun 30, 2019 | Aug 12, 2019 |