American Express Co.
(025816109)
Relatórios de fundos American Express Co. de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| Dodge & COX | 19,181,129 | $2,367,719k | Jun 30, 2019 | Aug 13, 2019 | |
| Tower Bridge Advisors Inc | 12,650 | $1,561,516k | Jun 30, 2019 | Aug 6, 2019 | |
| Magellan Asset Management Limited | 9,580,424 | $1,182,608k | Jun 30, 2019 | Aug 13, 2019 | |
| Egerton Capital UK LLP | 8,061,016 | $995,052k | Jun 30, 2019 | Aug 13, 2019 | |
| Veritas Asset Management LLP | 4,523,484 | $558,379k | Jun 30, 2019 | Aug 8, 2019 | |
| First Eagle Investment Management LLC | 4,439,493 | $548,011k | Jun 30, 2019 | Aug 13, 2019 | |
| Artisan Partners Limited Partnership | 4,237,142 | $523,033k | Jun 30, 2019 | Aug 9, 2019 | |
| MOON Capital Management LLC | 2,771 | $342,053k | Jun 30, 2019 | Jul 11, 2019 | |
| Eaton Vance Management International Limited | 2,447,627 | $301,151k | Jun 30, 2019 | Aug 16, 2019 | |
| Grantham Mayo van Otterloo & Co LLC | 2,423,854 | $299,201k | Jun 30, 2019 | Aug 13, 2019 | |
| Mairs and Power Inc | 1,353,592 | $167,087k | Jun 30, 2019 | Aug 14, 2019 | |
| Focused Investors LLC | 1,322,700 | $163,274k | Jun 30, 2019 | Jul 16, 2019 | |
| Gabelli Funds LLC | 1,269,608 | $156,720k | Jun 30, 2019 | Aug 2, 2019 | |
| Marathon Asset Management LLP | 1,107,110 | $136,664k | Jun 30, 2019 | Jul 15, 2019 | |
| Smead Capital Management Inc | 1,087,247 | $134,210k | Jun 30, 2019 | Jul 26, 2019 | |
| Kiltearn Partners LLP | 998,870 | $123,301k | Jun 30, 2019 | Jul 30, 2019 | |
| First Manhattan Co | 995,967 | $122,942k | Jun 30, 2019 | Aug 16, 2019 | |
| Equity Investment Corporation | 823,028 | $101,595k | Jun 30, 2019 | Aug 5, 2019 | |
| Brandywine Global Investment Management LLC | 742,712 | $91,681k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Investment Partners LLC | 708,176 | $87,417k | Jun 30, 2019 | Jul 19, 2019 | |
| Cornerstone Partners LLC | 708,176 | $87,417k | Jun 30, 2019 | Jul 19, 2019 | |
| Cantab Capital Partners LLP | 948 | $86,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Junto Capital Management LP | 638,706 | $78,842k | Jun 30, 2019 | Aug 14, 2019 | |
| Crawford Investment Counsel Inc | 631,663 | $77,972k | Jun 30, 2019 | Aug 12, 2019 | |
| HS Management Partners LLC | 611,050 | $75,428k | Jun 30, 2019 | Aug 13, 2019 | |
| Investec Asset Management Limited | 648,507 | $73,308k | Jun 30, 2019 | Jul 30, 2019 | |
| Douglas Lane & Associates LLC | 587,972 | $72,579k | Jun 30, 2019 | Jul 8, 2019 | |
| Cacti Asset Management LLC | 577,489 | $71,574k | Jun 30, 2019 | Jul 1, 2019 | |
| Panagora Asset Management Inc | 565,226 | $69,771k | Jun 30, 2019 | Aug 9, 2019 | |
| Hosking Partners LLP | 551,393 | $68,064k | Jun 30, 2019 | Aug 13, 2019 | |
| 1919 Investment Counsel LLC | 752,313 | $65,858k | Sep 30, 2014 | Nov 14, 2014 | |
| Johnson Investment Counsel Inc | 510,713 | $63,042k | Jun 30, 2019 | Aug 14, 2019 | |
| RMB Capital Management LLC | 500,000 | $61,720k | Put | Jun 30, 2019 | Aug 13, 2019 |
| Hexavest Inc | 465,896 | $57,510k | Jun 30, 2019 | Jul 10, 2019 | |
| Schwerin Boyle Capital Management Inc | 452,585 | $55,867k | Jun 30, 2019 | Aug 13, 2019 | |
| Cambiar Investors LLC | 432,531 | $53,392k | Jun 30, 2019 | Jul 25, 2019 | |
| Kovitz Investment Group Partners LLC | 404,652 | $49,951k | Jun 30, 2019 | Aug 14, 2019 | |
| Rothschild & Co Asset Management US Inc | 385,965 | $47,643k | Jun 30, 2019 | Jul 25, 2019 | |
| Bowen Hanes & Co Inc | 375,937 | $46,406k | Jun 30, 2019 | Aug 13, 2019 | |
| Woodley Farra Manion Portfolio Management Inc | 361,398 | $44,611k | Jun 30, 2019 | Aug 12, 2019 | |
| Clark Capital Management Group Inc | 353,809 | $43,674k | Jun 30, 2019 | Jul 12, 2019 | |
| ETF Managers Group LLC | 344,786 | $42,733k | Jun 30, 2019 | Aug 14, 2019 | |
| BECK MACK & Oliver LLC | 345,986 | $42,709k | Jun 30, 2019 | Aug 13, 2019 | |
| Atalanta Sosnoff Capital LLC | 344,272 | $42,497k | Jun 30, 2019 | Jul 15, 2019 | |
| Morningstar Investment Services LLC | 320,041 | $39,506k | Jun 30, 2019 | Aug 13, 2019 | |
| Clarkston Capital Partners LLC | 308,782 | $38,116k | Jun 30, 2019 | Jul 24, 2019 | |
| Eminence Capital LP | 296,515 | $36,602k | Jun 30, 2019 | Aug 14, 2019 | |
| Tweedy Browne Company LLC | 282,768 | $34,905k | Jun 30, 2019 | Aug 5, 2019 | |
| Foresters Investment Management Company Inc | 279,326 | $34,480k | Jun 30, 2019 | Aug 12, 2019 | |
| TODD Asset Management LLC | 254,664 | $31,436k | Jun 30, 2019 | Aug 6, 2019 | |
| The Renaissance Group LLC | 252,461 | $31,164k | Jun 30, 2019 | Aug 13, 2019 | |
| Renaissance Investment Group LLC | 252,461 | $31,164k | Jun 30, 2019 | Aug 13, 2019 | |
| Janus Capital Management LLC | 380,338 | $30,089k | Mar 31, 2017 | May 16, 2017 | |
| Polaris Greystone Financial Group LLC | 237,863 | $29,714k | Jun 30, 2019 | Jul 25, 2019 | |
| Managed Account Advisors LLC | 381,588 | $29,657k | Jun 30, 2015 | Aug 14, 2015 | |
| Douglass Winthrop Advisors LLC | 233,457 | $28,818k | Jun 30, 2019 | Jul 10, 2019 | |
| Cohen Klingenstein LLC | 213,020 | $26,295k | Jun 30, 2019 | Jul 15, 2019 | |
| Zacks Investment Management Inc | 207,990 | $25,674k | Jun 30, 2019 | Aug 14, 2019 | |
| Torray LLC | 206,231 | $25,457k | Jun 30, 2019 | Aug 8, 2019 | |
| Confluence Investment Management LLC | 200,075 | $24,697k | Jun 30, 2019 | Jul 24, 2019 | |
| Adams Diversified Equity Fund Inc | 198,100 | $24,453k | Jun 30, 2019 | Jul 29, 2019 | |
| ZWJ Investment Counsel Inc | 192,876 | $23,809k | Jun 30, 2019 | Jul 24, 2019 | |
| Avalon Advisors LLC | 173,438 | $21,409k | Jun 30, 2019 | Aug 14, 2019 | |
| BEL AIR Investment Advisors LLC | 279,081 | $21,076k | Sep 30, 2013 | Nov 12, 2013 | |
| Abner Herrman & Brock LLC | 164,444 | $20,299k | Jun 30, 2019 | Jul 19, 2019 | |
| North American Management Corp | 150,739 | $18,607k | Jun 30, 2019 | Jul 30, 2019 | |
| The Colony Group LLC | 147,967 | $18,265k | Jun 30, 2019 | Aug 19, 2019 | |
| Gardner Russo & Gardner LLC | 139,430 | $17,211k | Jun 30, 2019 | Aug 13, 2019 | |
| Williams Jones & Associates LLC | 130,617 | $16,123k | Jun 30, 2019 | Aug 14, 2019 | |
| Sprucegrove Investment Management Ltd | 124,800 | $15,405k | Jun 30, 2019 | Aug 12, 2019 | |
| Madison Investment Holdings Inc | 115,605 | $14,270k | Jun 30, 2019 | Aug 13, 2019 | |
| Nippon Life Global Investors Americas Inc | 114,870 | $14,179k | Jun 30, 2019 | Jul 23, 2019 | |
| Chilton Capital Management LLC | 111,401 | $13,751k | Jun 30, 2019 | Aug 13, 2019 | |
| Dupont Capital Management Corp | 107,223 | $13,236k | Jun 30, 2019 | Jul 30, 2019 | |
| Tocqueville Asset Management LP | 104,496 | $12,899k | Jun 30, 2019 | Jul 31, 2019 | |
| Chesley TAFT & Associates LLC | 100,202 | $12,369k | Jun 30, 2019 | Jul 10, 2019 | |
| Martin Investment Management LLC | 97,928 | $12,088k | Jun 30, 2019 | Aug 7, 2019 | |
| Pinnacle Associates Ltd | 97,706 | $12,061k | Jun 30, 2019 | Aug 5, 2019 | |
| Bragg Financial Advisors Inc | 97,252 | $12,005k | Jun 30, 2019 | Aug 14, 2019 | |
| Welch & Forbes LLC | 97,249 | $12,005k | Jun 30, 2019 | Jul 12, 2019 | |
| Markston International LLC | 96,385 | $11,898k | Jun 30, 2019 | Aug 6, 2019 | |
| Azora Capital LP | 95,766 | $11,821k | Jun 30, 2019 | Aug 14, 2019 | |
| Origin Asset Management LLP | 90,200 | $11,134k | Jun 30, 2019 | Aug 9, 2019 | |
| Greatmark Investment Partners Inc | 88,765 | $10,957k | Jun 30, 2019 | Aug 5, 2019 | |
| GM Advisory Group Inc | 86,670 | $10,699k | Jun 30, 2019 | Aug 9, 2019 | |
| AJO LP | 86,600 | $10,690k | Jun 30, 2019 | Aug 14, 2019 | |
| Sterling Capital Management LLC | 83,270 | $10,279k | Jun 30, 2019 | Aug 14, 2019 | |
| Bluemar Capital Management LLC | 79,733 | $9,842k | Jun 30, 2019 | Aug 14, 2019 | |
| Founders Capital Management Inc | 78,978 | $9,749k | Jun 30, 2019 | Jul 11, 2019 | |
| Founders Capital Management LLC | 78,978 | $9,749k | Jun 30, 2019 | Jul 11, 2019 | |
| Willis Investment Counsel Inc | 75,550 | $9,326k | Jun 30, 2019 | Aug 14, 2019 | |
| Front Barnett Associates LLC | 73,991 | $9,133k | Jun 30, 2019 | Aug 6, 2019 | |
| Samlyn Capital LLC | 72,791 | $8,985k | Jun 30, 2019 | Aug 14, 2019 | |
| Stanley Capital Management LLC | 71,430 | $8,817k | Jun 30, 2019 | Aug 14, 2019 | |
| Dowling & Yahnke LLC | 70,075 | $8,650k | Jun 30, 2019 | Jul 22, 2019 | |
| Venturi Wealth Management LLC | 69,052 | $8,524k | Jun 30, 2019 | Aug 7, 2019 | |
| Clifford Capital Partners LLC | 67,766 | $8,365k | Jun 30, 2019 | Aug 14, 2019 | |
| Buckhead Capital Management LLC | 66,699 | $8,233k | Jun 30, 2019 | Aug 1, 2019 | |
| Waverton Investment Management Limited | 66,292 | $8,183k | Jun 30, 2019 | Jul 17, 2019 | |
| Pacer Advisors Inc | 66,215 | $8,174k | Jun 30, 2019 | Aug 12, 2019 | |
| Clifford SWAN Investment Counsel LLC | 66,189 | $8,170k | Jun 30, 2019 | Aug 13, 2019 | |
| Carret Asset Management LLC | 65,546 | $8,091k | Jun 30, 2019 | Aug 12, 2019 | |
| Riverpark Capital Management LLC | 64,118 | $7,915k | Jun 30, 2019 | Aug 13, 2019 | |
| Provise Management Group LLC | 61,325 | $7,570k | Jun 30, 2019 | Aug 9, 2019 | |
| FSI Group LLC | 60,994 | $7,529k | Jun 30, 2019 | Jul 25, 2019 | |
| RNC Capital Management LLC | 59,259 | $7,315k | Jun 30, 2019 | Jul 25, 2019 | |
| Cubic Asset Management LLC | 57,828 | $7,138k | Jun 30, 2019 | Jul 29, 2019 | |
| Parthenon LLC | 54,468 | $6,724k | Jun 30, 2019 | Jul 29, 2019 | |
| Highland Capital Management LLC | 54,123 | $6,681k | Jun 30, 2019 | Jul 29, 2019 | |
| Matthew GOFF Investment Advisor LLC | 53,904 | $6,654k | Jun 30, 2019 | Aug 5, 2019 | |
| PRIO Wealth Limited Partnership | 52,536 | $6,485k | Jun 30, 2019 | Jul 18, 2019 | |
| Marco Investment Management LLC | 52,235 | $6,448k | Jun 30, 2019 | Aug 6, 2019 | |
| IFM Investors PTY Ltd | 50,561 | $6,241k | Jun 30, 2019 | Jul 16, 2019 | |
| Winslow Asset Management Inc | 49,661 | $6,130k | Jun 30, 2019 | Jul 29, 2019 | |
| Sequoia Financial Advisors LLC | 48,497 | $5,987k | Jun 30, 2019 | Jul 31, 2019 | |
| van ECK Associates Corporation | 46,640 | $5,757k | Jun 30, 2019 | Aug 7, 2019 | |
| Shayne & Co LLC | 45,465 | $5,612k | Jun 30, 2019 | Jul 24, 2019 | |
| Montag A & Associates Inc | 45,289 | $5,590k | Jun 30, 2019 | Aug 6, 2019 | |
| Marvin & Palmer Associates | 45,218 | $5,582k | Jun 30, 2019 | Aug 19, 2019 | |
| Cohen & Steers Capital Management Inc | 70,600 | $5,515k | Mar 31, 2015 | May 15, 2015 | |
| Goelzer Investment Management Inc | 44,348 | $5,474k | Jun 30, 2019 | Jul 29, 2019 | |
| Choate Investment Advisors LLC | 43,618 | $5,384k | Jun 30, 2019 | Aug 14, 2019 | |
| Sentry Investment Management LLC | 43,212 | $5,334k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 43,212 | $5,334k | Jun 30, 2019 | Aug 12, 2019 | |
| BOYS Arnold & Company Inc | 43,179 | $5,330k | Jun 30, 2019 | Aug 1, 2019 | |
| Veritable LP | 42,873 | $5,292k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornerstone Advisors Inc | 48,000 | $5,246k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 48,000 | $5,246k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 48,000 | $5,246k | Mar 31, 2019 | May 13, 2019 | |
| Cambridge Investment Research Advisors Inc | 41,944 | $5,178k | Jun 30, 2019 | Aug 15, 2019 | |
| Rodgers Brothers Inc | 41,487 | $5,121k | Jun 30, 2019 | Aug 14, 2019 | |
| GHP Investment Advisors Inc | 40,972 | $5,058k | Jun 30, 2019 | Aug 2, 2019 | |
| Oakbrook Investments LLC | 40,675 | $5,021k | Jun 30, 2019 | Jul 18, 2019 | |
| ZEKE Capital Advisors LLC | 40,527 | $5,003k | Jun 30, 2019 | Jul 24, 2019 | |
| Elgethun Capital Management | 39,892 | $4,924k | Jun 30, 2019 | Aug 8, 2019 | |
| Overbrook Management Corporation | 38,773 | $4,786k | Jun 30, 2019 | Aug 13, 2019 | |
| Miracle MILE Advisors LLC | 37,000 | $4,567k | Jun 30, 2019 | Aug 7, 2019 | |
| Ashfield Capital Partners LLC | 36,623 | $4,521k | Jun 30, 2019 | Jul 29, 2019 | |
| Argus Investors' Counsel Inc | 36,532 | $4,510k | Jun 30, 2019 | Jul 10, 2019 | |
| Barrett Asset Management LLC | 35,404 | $4,370k | Jun 30, 2019 | Aug 5, 2019 | |
| Meyer Handelman Company LLC | 34,560 | $4,266k | Jun 30, 2019 | Jul 23, 2019 | |
| Richard Bernstein Advisors LLC | 34,399 | $4,246k | Jun 30, 2019 | Aug 9, 2019 | |
| Chartwell Investment Partners LLC | 34,326 | $4,237k | Jun 30, 2019 | Aug 19, 2019 | |
| Searle & Co | 33,910 | $4,186k | Jun 30, 2019 | Jul 17, 2019 | |
| Biltmore Family Office LLC | 33,000 | $4,074k | Jun 30, 2019 | Jul 31, 2019 | |
| Taurus Asset Management LLC | 32,721 | $4,039k | Jun 30, 2019 | Aug 14, 2019 | |
| GLG LLC | 38,319 | $3,805k | Dec 31, 2017 | Feb 14, 2018 | |
| Hutner Capital Management Inc | 30,619 | $3,780k | Jun 30, 2019 | Aug 7, 2019 | |
| Baker Avenue Asset Management LP | 30,281 | $3,737k | Jun 30, 2019 | Aug 14, 2019 | |
| Interval Partners LP | 30,000 | $3,703k | Call | Jun 30, 2019 | Aug 12, 2019 |
| Boston Private Wealth LLC | 29,558 | $3,649k | Jun 30, 2019 | Jul 10, 2019 | |
| Pacific Global Investment Management Co | 29,439 | $3,634k | Jun 30, 2019 | Aug 14, 2019 | |
| Stansberry Asset Management LLC | 29,209 | $3,606k | Jun 30, 2019 | Aug 14, 2019 | |
| Meridian Wealth Management LLC | 2,898 | $3,578k | Jun 30, 2019 | Jul 19, 2019 | |
| Capital Planning Advisors LLC | 28,176 | $3,478k | Jun 30, 2019 | Aug 9, 2019 | |
| Guardian Capital Advisors LP | 27,367 | $3,444k | Jun 30, 2019 | Aug 14, 2019 | |
| Carnick & Kubik Group LLC | 27,834 | $3,436k | Jun 30, 2019 | Jul 30, 2019 | |
| BKD Wealth Advisors LLC | 26,977 | $3,330k | Jun 30, 2019 | Jul 10, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 26,915 | $3,322k | Jun 30, 2019 | Aug 9, 2019 | |
| EQIS Capital Management Inc | 26,880 | $3,318k | Jun 30, 2019 | Jul 18, 2019 | |
| OFI Advisors LLC | 43,870 | $3,252k | Sep 30, 2015 | Nov 16, 2015 | |
| The Rock Creek Group LP | 25,978 | $3,207k | Jun 30, 2019 | Aug 14, 2019 | |
| Affinity Investment Advisors LLC | 25,635 | $3,164k | Jun 30, 2019 | Aug 8, 2019 | |
| Olstein Capital Management LP | 25,100 | $3,098k | Jun 30, 2019 | Jul 31, 2019 | |
| Hussman Strategic Advisors Inc | 25,000 | $3,086k | Jun 30, 2019 | Jul 31, 2019 | |
| Sanders Morris Harris LLC | 24,620 | $3,066k | Jun 30, 2019 | Jul 10, 2019 | |
| Perkins Investment Management LLC | 38,673 | $3,059k | Mar 31, 2017 | May 15, 2017 | |
| Global Financial Private Capital LLC | 24,221 | $2,990k | Jun 30, 2019 | Aug 14, 2019 | |
| Granite Group Advisors LLC | 23,762 | $2,933k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 23,762 | $2,933k | Jun 30, 2019 | Jul 23, 2019 | |
| Stokes Capital Advisors LLC | 23,728 | $2,929k | Jun 30, 2019 | Jul 15, 2019 | |
| Tradition Capital Management LLC | 26,679 | $2,916k | Mar 31, 2019 | May 7, 2019 | |
| Boston Common Asset Management LLC | 23,292 | $2,875k | Jun 30, 2019 | Jul 26, 2019 | |
| Wellington Shields Capital Management LLC | 23,111 | $2,853k | Jun 30, 2019 | Aug 8, 2019 | |
| Grassi Investment Management LLC | 23,050 | $2,845k | Jun 30, 2019 | Jul 10, 2019 | |
| Grandfield & DODD LLC | 22,705 | $2,803k | Jun 30, 2019 | Jul 29, 2019 | |
| Sawgrass Asset Management LLC | 22,439 | $2,770k | Jun 30, 2019 | Jul 23, 2019 | |
| New England Asset Management Inc | 22,307 | $2,754k | Jun 30, 2019 | Aug 14, 2019 | |
| Advisor Partners LLC | 22,297 | $2,752k | Jun 30, 2019 | Jul 26, 2019 | |
| Lakeview Capital Partners LLC | 22,209 | $2,741k | Jun 30, 2019 | Aug 5, 2019 | |
| Wilmington Funds Management Corporation | 27,860 | $2,643k | Jun 30, 2014 | Aug 13, 2014 | |
| Beacon Investment Advisory Services Inc | 21,400 | $2,642k | Jun 30, 2019 | Aug 7, 2019 | |
| Quantitative Investment Management LLC | 21,237 | $2,621k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpha Cubed Investments LLC | 21,188 | $2,615k | Jun 30, 2019 | Jul 19, 2019 | |
| Murphy Capital Management Inc | 21,145 | $2,610k | Jun 30, 2019 | Jul 22, 2019 | |
| Westover Capital Advisors LLC | 20,840 | $2,572k | Jun 30, 2019 | Aug 13, 2019 | |
| Harwood Advisory Group LLC | 20,765 | $2,563k | Jun 30, 2019 | Aug 7, 2019 | |
| Semper Augustus Investments Group LLC | 20,425 | $2,521k | Jun 30, 2019 | Aug 13, 2019 | |
| DAVY Asset Management Limited | 20,248 | $2,499k | Jun 30, 2019 | Jul 19, 2019 | |
| Clearstead Advisors LLC | 19,988 | $2,467k | Jun 30, 2019 | Aug 8, 2019 | |
| Systematic Financial Management LP | 19,982 | $2,467k | Jun 30, 2019 | Jul 26, 2019 | |
| Sheaff Brock Investment Advisors LLC | 19,721 | $2,434k | Jun 30, 2019 | Jul 31, 2019 | |
| Lourd Capital LLC | 19,518 | $2,409k | Jun 30, 2019 | Jul 11, 2019 | |
| Shepherd Kaplan Krochuk LLC | 18,940 | $2,338k | Jun 30, 2019 | Aug 12, 2019 | |
| Stratos Wealth Partners Ltd | 18,694 | $2,308k | Jun 30, 2019 | Aug 6, 2019 | |
| Riverpark Advisors LLC | 18,611 | $2,297k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacifica Capital Investments LLC | 18,438 | $2,276k | Jun 30, 2019 | Aug 7, 2019 | |
| Azimuth Capital Management LLC | 18,425 | $2,274k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Family Office LLC | 18,368 | $2,267k | Jun 30, 2019 | Jul 30, 2019 | |
| West Oak Capital LLC | 18,010 | $2,223k | Jun 30, 2019 | Jul 12, 2019 | |
| BLB & B Advisors LLC | 17,896 | $2,209k | Jun 30, 2019 | Jul 29, 2019 | |
| Bennicas & Associates Inc | 17,800 | $2,197k | Jun 30, 2019 | Jul 12, 2019 | |
| Ativo Capital Management LLC | 17,154 | $2,117k | Jun 30, 2019 | Aug 14, 2019 | |
| Osborne Partners Capital Management LLC | 17,055 | $2,105k | Jun 30, 2019 | Jul 18, 2019 | |
| Howland Capital Management LLC | 16,970 | $2,095k | Jun 30, 2019 | Jul 17, 2019 | |
| Bell & Brown Wealth Advisors LLC | 16,935 | $2,090k | Jun 30, 2019 | Aug 6, 2019 | |
| JAG Capital Management LLC | 16,495 | $2,036k | Jun 30, 2019 | Jul 22, 2019 | |
| Investment Counsel Inc | 15,863 | $2,031k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 15,863 | $2,031k | Jun 30, 2019 | Jul 29, 2019 | |
| Callahan Advisors LLC | 16,382 | $2,022k | Jun 30, 2019 | Jul 17, 2019 | |
| Wilmington Trust Investment Management LLC | 21,130 | $2,005k | Jun 30, 2014 | Aug 13, 2014 | |
| SVA Plumb Wealth Management LLC | 16,245 | $2,005k | Jun 30, 2019 | Aug 13, 2019 | |
| TDAM USA Inc | 15,964 | $1,971k | Jun 30, 2019 | Aug 1, 2019 | |
| Unison Advisors LLC | 15,835 | $1,954k | Jun 30, 2019 | Jul 11, 2019 | |
| Greenwood Gearhart Inc | 15,764 | $1,946k | Jun 30, 2019 | Aug 7, 2019 | |
| Independent Investors Inc | 15,514 | $1,915k | Jun 30, 2019 | Jul 18, 2019 | |
| Drexel Morgan & Co | 15,272 | $1,885k | Jun 30, 2019 | Aug 8, 2019 | |
| Karpas Strategies LLC | 15,250 | $1,882k | Jun 30, 2019 | Jul 25, 2019 | |
| The Northstar Group Inc | 14,990 | $1,850k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 14,990 | $1,850k | Jun 30, 2019 | Jul 12, 2019 | |
| Selway Asset Management Inc | 14,900 | $1,839k | Jun 30, 2019 | Jul 30, 2019 | |
| Strategy Asset Managers LLC | 14,750 | $1,821k | Jun 30, 2019 | Aug 14, 2019 | |
| Altium Wealth Management LLC | 14,755 | $1,821k | Jun 30, 2019 | Jul 18, 2019 | |
| Baker Ellis Asset Management LLC | 14,639 | $1,807k | Jun 30, 2019 | Aug 12, 2019 | |
| Motley FOOL Asset Management LLC | 14,384 | $1,776k | Jun 30, 2019 | Aug 14, 2019 | |
| Arjuna Capital LLC | 14,329 | $1,769k | Jun 30, 2019 | Aug 21, 2019 | |
| Everence Capital Management Inc | 14,308 | $1,766k | Jun 30, 2019 | Aug 2, 2019 | |
| Hilton Capital Management LLC | 14,220 | $1,755k | Jun 30, 2019 | Aug 14, 2019 | |
| Moors & Cabot Inc | 14,157 | $1,746k | Jun 30, 2019 | Jul 18, 2019 | |
| Guardian Capital LP | 14,018 | $1,730k | Jun 30, 2019 | Aug 14, 2019 | |
| Aristotle Capital Management LLC | 14,000 | $1,728k | Jun 30, 2019 | Aug 14, 2019 | |
| The Investment House LLC | 13,978 | $1,725k | Jun 30, 2019 | Aug 5, 2019 | |
| VOYA Financial Advisors Inc | 13,890 | $1,721k | Jun 30, 2019 | Aug 14, 2019 | |
| SOL Capital Management Co | 13,864 | $1,711k | Jun 30, 2019 | Jul 17, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 13,248 | $1,635k | Jun 30, 2019 | Aug 9, 2019 | |
| Frontier Wealth Management LLC | 12,807 | $1,581k | Jun 30, 2019 | Aug 16, 2019 | |
| Modera Wealth Management LLC | 12,805 | $1,581k | Jun 30, 2019 | Aug 7, 2019 | |
| Smith Salley & Associates LLC | 12,732 | $1,572k | Jun 30, 2019 | Jul 12, 2019 | |
| Mitchell Capital Management Co | 12,645 | $1,561k | Jun 30, 2019 | Jul 24, 2019 | |
| Convergence Investment Partners LLC | 12,511 | $1,544k | Jun 30, 2019 | Jul 23, 2019 | |
| Institute FOR Wealth Management LLC | 12,460 | $1,538k | Jun 30, 2019 | Aug 2, 2019 | |
| Wright Investors Service Inc | 12,301 | $1,518k | Jun 30, 2019 | Aug 1, 2019 | |
| Pettee Investors Inc | 12,153 | $1,500k | Jun 30, 2019 | Aug 7, 2019 | |
| Profit Investment Management LLC | 12,071 | $1,490k | Jun 30, 2019 | Jul 16, 2019 | |
| LOWE Brockenbrough & Company Inc | 12,052 | $1,488k | Jun 30, 2019 | Aug 12, 2019 | |
| Hennessy Advisors Inc | 12,000 | $1,481k | Jun 30, 2019 | Jul 11, 2019 | |
| Horizon Asset Management LLC | 11,603 | $1,432k | Jun 30, 2019 | Aug 14, 2019 | |
| Nicholas Hoffman & Company LLC | 11,531 | $1,423k | Jun 30, 2019 | Aug 12, 2019 | |
| QS Investors LLC | 11,505 | $1,421k | Jun 30, 2019 | Aug 14, 2019 | |
| Brown Advisory Securities LLC | 11,459 | $1,417k | Jun 30, 2019 | Aug 12, 2019 | |
| Lucia Wealth Services LLC | 11,277 | $1,392k | Jun 30, 2019 | Jul 23, 2019 | |
| Conning Inc | 11,208 | $1,384k | Jun 30, 2019 | Jul 25, 2019 | |
| Bailard Inc | 11,130 | $1,374k | Jun 30, 2019 | Jul 26, 2019 | |
| GWM Advisors LLC | 11,086 | $1,369k | Jun 30, 2019 | Aug 5, 2019 | |
| Marshwinds Advisory Company | 14,322 | $1,365k | Dec 31, 2018 | Jan 7, 2019 | |
| LaSalle Street Capital Management LLC | 11,031 | $1,362k | Jun 30, 2019 | Aug 8, 2019 | |
| ST Johns Investment Management Company LLC | 10,918 | $1,348k | Jun 30, 2019 | Jul 24, 2019 | |
| Neuberger Berman Breton Hill ULC | 14,687 | $1,329k | Sep 30, 2017 | Nov 3, 2017 | |
| Hartline Investment Corp | 10,713 | $1,322k | Jun 30, 2019 | Aug 8, 2019 | |
| ICON Advisers Inc | 10,700 | $1,321k | Jun 30, 2019 | Aug 2, 2019 | |
| GFS Advisors LLC | 10,538 | $1,301k | Jun 30, 2019 | Aug 1, 2019 | |
| Acropolis Investment Management LLC | 10,464 | $1,292k | Jun 30, 2019 | Jul 11, 2019 | |
| Cleararc Capital Inc | 10,407 | $1,285k | Jun 30, 2019 | Aug 7, 2019 | |
| Epoch Investment Partners Inc | 10,342 | $1,277k | Jun 30, 2019 | Aug 13, 2019 | |
| Benedict Financial Advisors Inc | 10,254 | $1,266k | Jun 30, 2019 | Aug 1, 2019 | |
| American National Registered Investment Advisor Inc | 10,110 | $1,248k | Jun 30, 2019 | Aug 5, 2019 | |
| Buckingham Asset Management LLC | 10,090 | $1,246k | Jun 30, 2019 | Aug 5, 2019 | |
| Evergreen Capital Management LLC | 10,015 | $1,236k | Jun 30, 2019 | Aug 14, 2019 | |
| LMR Partners LLC | 9,918 | $1,224k | Jun 30, 2019 | Aug 14, 2019 | |
| The Caprock Group Inc | 9,898 | $1,222k | Jun 30, 2019 | Jul 23, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 9,854 | $1,216k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellington Shields & Co LLC | 9,750 | $1,204k | Jun 30, 2019 | Aug 8, 2019 | |
| Tiedemann Advisors LLC | 9,585 | $1,182k | Jun 30, 2019 | Aug 13, 2019 | |
| Bank of Hawaii | 9,565 | $1,181k | Jun 30, 2019 | Aug 15, 2019 | |
| Buckley Wealth Management LLC | 9,512 | $1,174k | Jun 30, 2019 | Jul 19, 2019 | |
| Woodstock Corporation | 9,392 | $1,159k | Jun 30, 2019 | Jul 3, 2019 | |
| Moloney Securities Asset Management LLC | 9,350 | $1,154k | Jun 30, 2019 | Jul 29, 2019 | |
| Ipswich Investment Management Company Inc | 9,302 | $1,148k | Jun 30, 2019 | Jul 11, 2019 | |
| AFT Forsyth and Company Inc | 9,181 | $1,133k | Jun 30, 2019 | Jul 29, 2019 | |
| Auxier Asset Management LLC | 9,108 | $1,124k | Jun 30, 2019 | Aug 15, 2019 | |
| Fundx Investment Group LLC | 9,000 | $1,111k | Jun 30, 2019 | Aug 5, 2019 | |
| The Roosevelt Investment Group Inc | 8,953 | $1,105k | Jun 30, 2019 | Aug 8, 2019 | |
| Maytech Global Investments LLC | 8,863 | $1,094k | Jun 30, 2019 | Aug 12, 2019 | |
| Strategic Global Advisors LLC | 8,857 | $1,093k | Jun 30, 2019 | Aug 13, 2019 | |
| Becker Capital Management Inc | 8,794 | $1,086k | Jun 30, 2019 | Aug 8, 2019 | |
| Thomas White International Ltd | 8,783 | $1,084k | Jun 30, 2019 | Aug 13, 2019 | |
| Thompson Investment Management Inc | 8,736 | $1,078k | Jun 30, 2019 | Aug 7, 2019 | |
| Sather Financial Group Inc | 8,727 | $1,077k | Jun 30, 2019 | Jul 23, 2019 | |
| Pecaut & Co | 8,652 | $1,068k | Jun 30, 2019 | Aug 8, 2019 | |
| Ropes Wealth Advisors LLC | 8,646 | $1,067k | Jun 30, 2019 | Jul 31, 2019 | |
| Hall Capital Management Company Inc | 8,592 | $1,061k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Advisors LLC | 8,514 | $1,050k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 8,514 | $1,050k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 8,514 | $1,050k | Jun 30, 2019 | Jul 22, 2019 | |
| Ellington Management Group LLC | 8,500 | $1,049k | Jun 30, 2019 | Aug 14, 2019 | |
| Ellington Financial Management LLC | 8,500 | $1,049k | Jun 30, 2019 | Aug 14, 2019 | |
| Penobscot Investment Management Company Inc | 8,459 | $1,044k | Jun 30, 2019 | Aug 2, 2019 | |
| Checchi Capital Advisers LLC | 8,423 | $1,040k | Jun 30, 2019 | Aug 6, 2019 | |
| NTV Asset Management LLC | 8,400 | $1,037k | Jun 30, 2019 | Jul 29, 2019 | |
| Marble Harbor Investment Counsel LLC | 8,175 | $1,009k | Jun 30, 2019 | Aug 7, 2019 | |
| YHB Investment Advisors Inc | 8,142 | $1,005k | Jun 30, 2019 | Jul 15, 2019 | |
| Gideon Capital Advisors Inc | 8,124 | $1,003k | Jun 30, 2019 | Aug 14, 2019 | |
| MRAZ Amerine & Associates Inc | 8,094 | $999k | Jun 30, 2019 | Aug 2, 2019 | |
| Stewart & Patten Co LLC | 8,011 | $989k | Jun 30, 2019 | Jul 17, 2019 | |
| Savant Capital LLC | 7,802 | $963k | Jun 30, 2019 | Aug 6, 2019 | |
| North Star Investment Management Corporation | 7,707 | $951k | Jun 30, 2019 | Jul 15, 2019 | |
| FORT PITT Capital Group LLC | 7,643 | $943k | Jun 30, 2019 | Aug 9, 2019 | |
| Cambridge Financial Group Inc | 7,616 | $940k | Jun 30, 2019 | Jul 29, 2019 | |
| Cambridge Financial Group LLC | 7,616 | $940k | Jun 30, 2019 | Jul 29, 2019 | |
| FORT Point Capital Partners LLC | 7,587 | $937k | Jun 30, 2019 | Aug 9, 2019 | |
| DUFF & Phelps Investment Management Co | 7,585 | $936k | Jun 30, 2019 | Aug 2, 2019 | |
| Haverford Financial Services Inc | 7,531 | $930k | Jun 30, 2019 | Aug 13, 2019 | |
| KMS Financial Services Inc | 10,584 | $927k | Sep 30, 2014 | Nov 17, 2014 | |
| Symphony Asset Management LLC | 7,484 | $924k | Jun 30, 2019 | Aug 14, 2019 | |
| Sandhill Capital Partners LLC | 7,410 | $915k | Jun 30, 2019 | Aug 13, 2019 | |
| LLBH Private Wealth Management LLC | 7,294 | $900k | Jun 30, 2019 | Aug 13, 2019 | |
| LEE Danner & BASS Inc | 7,283 | $899k | Jun 30, 2019 | Jul 30, 2019 | |
| Port Capital LLC | 7,181 | $886k | Jun 30, 2019 | Aug 14, 2019 | |
| Levin Capital Strategies LP | 7,064 | $872k | Jun 30, 2019 | Aug 13, 2019 | |
| Joel Isaacson & Co LLC | 6,912 | $853k | Jun 30, 2019 | Jul 11, 2019 | |
| Monetary Management Group Inc | 6,900 | $852k | Jun 30, 2019 | Aug 13, 2019 | |
| F3Logic LLC | 6,887 | $849k | Jun 30, 2019 | Aug 2, 2019 | |
| Telemus Capital LLC | 6,991 | $844k | Jun 30, 2019 | Aug 9, 2019 | |
| Financial Counselors Inc | 6,785 | $838k | Jun 30, 2019 | Aug 14, 2019 | |
| Monte Financial Group LLC | 6,762 | $835k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealthtrust Axiom LLC | 6,640 | $819k | Jun 30, 2019 | Aug 7, 2019 | |
| Sippican Capital Advisors LLC | 6,625 | $818k | Jun 30, 2019 | Jul 17, 2019 | |
| Intersect Capital LLC | 6,605 | $815k | Jun 30, 2019 | Aug 9, 2019 | |
| MAI Capital Management LLC | 6,588 | $813k | Jun 30, 2019 | Aug 15, 2019 | |
| RFG Advisory LLC | 6,638 | $812k | Jun 30, 2019 | Aug 23, 2019 | |
| Cypress Wealth Services LLC | 6,560 | $810k | Jun 30, 2019 | Jul 24, 2019 | |
| Centiva Capital LP | 6,500 | $803k | Call | Jun 30, 2019 | Aug 13, 2019 |
| Cornerstone Wealth Management LLC | 6,376 | $787k | Jun 30, 2019 | Aug 2, 2019 | |
| Boyar Asset Management Inc | 6,370 | $786k | Jun 30, 2019 | Aug 6, 2019 | |
| The WEIL Company | 6,070 | $749k | Jun 30, 2019 | Aug 12, 2019 | |
| Edgestream Partners LP | 5,949 | $734k | Jun 30, 2019 | Aug 8, 2019 | |
| Teza Capital Management LLC | 5,917 | $730k | Jun 30, 2019 | Aug 8, 2019 | |
| S & Co Inc | 5,900 | $728k | Jun 30, 2019 | Jul 23, 2019 | |
| Bigelow Investment Advisors LLC | 5,899 | $728k | Jun 30, 2019 | Jul 17, 2019 | |
| Excalibur Management Corp | 5,761 | $711k | Jun 30, 2019 | Jul 26, 2019 | |
| Cipher Capital LP | 5,735 | $708k | Jun 30, 2019 | Aug 13, 2019 | |
| First Pacific Advisors LP | 5,700 | $704k | Jun 30, 2019 | Aug 14, 2019 | |
| Middleton & Company Inc | 5,600 | $691k | Jun 30, 2019 | Jul 25, 2019 | |
| Regentatlantic Capital LLC | 5,562 | $687k | Jun 30, 2019 | Jul 23, 2019 | |
| Spears Abacus Advisors LLC | 5,552 | $685k | Jun 30, 2019 | Aug 9, 2019 | |
| Birinyi Associates Inc | 5,518 | $681k | Jun 30, 2019 | Aug 5, 2019 | |
| Level Four Advisory Services LLC | 5,478 | $676k | Jun 30, 2019 | Aug 14, 2019 | |
| Vantage Advisors LLC | 6,273 | $668k | Sep 30, 2018 | Nov 9, 2018 | |
| Meristem Family Wealth LLC | 5,318 | $656k | Jun 30, 2019 | Aug 6, 2019 | |
| Sheets Smith Wealth Management | 5,278 | $651k | Jun 30, 2019 | Jul 12, 2019 | |
| The Fiduciary Group LLC | 5,274 | $651k | Jun 30, 2019 | Aug 14, 2019 | |
| WP Advisors LLC | 5,220 | $644k | Jun 30, 2019 | Jul 23, 2019 | |
| Wheatland Advisors Inc | 5,200 | $642k | Jun 30, 2019 | Aug 7, 2019 | |
| Prescott Group Capital Management LLC | 5,200 | $642k | Jun 30, 2019 | Aug 9, 2019 | |
| Eagle Ridge Investment Management LLC | 5,199 | $642k | Jun 30, 2019 | Aug 1, 2019 | |
| Tufton Capital Management LLC | 5,078 | $626k | Jun 30, 2019 | Jul 26, 2019 | |
| Evermay Wealth Management LLC | 5,056 | $624k | Jun 30, 2019 | Jul 23, 2019 | |
| FRED Alger Management Inc | 5,000 | $617k | Jun 30, 2019 | Aug 14, 2019 | |
| Regent Investment Management LLC | 5,000 | $617k | Jun 30, 2019 | Jul 15, 2019 | |
| Arnhold LLC | 5,000 | $617k | Jun 30, 2019 | Aug 8, 2019 | |
| KOPP Investment Advisors LLC | 4,911 | $606k | Jun 30, 2019 | Aug 14, 2019 | |
| Aspiriant LLC | 4,890 | $605k | Jun 30, 2019 | Aug 6, 2019 | |
| Ferguson Wellman Capital Management Inc | 4,739 | $585k | Jun 30, 2019 | Jul 16, 2019 | |
| Schulhoff & Co Inc | 4,650 | $573k | Jun 30, 2019 | Aug 7, 2019 | |
| Pathstone Family Office LLC | 4,500 | $555k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiemann Investment Advisors LLC | 4,233 | $523k | Jun 30, 2019 | Aug 13, 2019 | |
| Howard Capital Management Inc | 4,217 | $521k | Jun 30, 2019 | Jul 24, 2019 | |
| Lyell Wealth Management LP | 4,205 | $519k | Jun 30, 2019 | Aug 1, 2019 | |
| Gilman Hill Asset Management LLC | 4,127 | $509k | Jun 30, 2019 | Jul 17, 2019 | |
| Spinnaker Investment Group LLC | 4,085 | $504k | Jun 30, 2019 | Jul 11, 2019 | |
| Ridgewood Investments LLC | 4,030 | $497k | Jun 30, 2019 | Jul 12, 2019 | |
| Cadence Capital Management LLC | 3,972 | $490k | Jun 30, 2019 | Aug 12, 2019 | |
| Hermes Investment Management Limited | 4,950 | $485k | Jun 30, 2018 | Jul 24, 2018 | |
| Blue FIN Capital Inc | 3,916 | $483k | Jun 30, 2019 | Jul 22, 2019 | |
| White Pine Capital LLC | 3,870 | $478k | Jun 30, 2019 | Aug 14, 2019 | |
| Benin Management Corp | 3,857 | $476k | Jun 30, 2019 | Jul 31, 2019 | |
| Altfest L J & Co Inc | 3,812 | $471k | Jun 30, 2019 | Jul 15, 2019 | |
| Evanson Asset Management LLC | 3,706 | $458k | Jun 30, 2019 | Jul 11, 2019 | |
| van DEN BERG Management I Inc | 3,680 | $454k | Jun 30, 2019 | Aug 14, 2019 | |
| LGL Partners LLC | 3,613 | $446k | Jun 30, 2019 | Aug 14, 2019 | |
| BTR Capital Management Inc | 3,560 | $439k | Jun 30, 2019 | Jul 18, 2019 | |
| Strategic Financial Services Inc | 3,527 | $435k | Jun 30, 2019 | Aug 13, 2019 | |
| Homrich & BERG Inc | 3,490 | $431k | Jun 30, 2019 | Aug 5, 2019 | |
| The Central Trust Bank | 3,479 | $429k | Jun 30, 2019 | Jul 16, 2019 | |
| Sigma Investment Counselors Inc | 3,455 | $426k | Jun 30, 2019 | Jul 23, 2019 | |
| Aries Wealth Management LLC | 3,392 | $425k | Jun 30, 2019 | Jul 15, 2019 | |
| USCA RIA LLC | 3,420 | $422k | Jun 30, 2019 | Aug 14, 2019 | |
| Patton Albertson Miller Group LLC | 3,340 | $421k | Jun 30, 2019 | Aug 12, 2019 | |
| Barometer Capital Management Inc | 3,400 | $418k | Jun 30, 2019 | Aug 13, 2019 | |
| Cottage Street Advisors LLC | 3,386 | $418k | Jun 30, 2019 | Aug 2, 2019 | |
| Prospera Financial Services Inc | 3,349 | $415k | Jun 30, 2019 | Aug 14, 2019 | |
| Diligent Investors LLC | 3,351 | $414k | Jun 30, 2019 | Aug 1, 2019 | |
| Shufro ROSE & Co LLC | 3,333 | $411k | Jun 30, 2019 | Jul 24, 2019 | |
| WEIK Capital Management Inc | 3,325 | $410k | Jun 30, 2019 | Aug 9, 2019 | |
| ALL Terrain Financial Advisors LLC | 3,316 | $409k | Jun 30, 2019 | Aug 14, 2019 | |
| Legacy Financial Advisors Corporation | 3,175 | $392k | Jun 30, 2019 | Jul 15, 2019 | |
| Legacy Advisors LLC | 3,175 | $392k | Jun 30, 2019 | Jul 15, 2019 | |
| Legacy Financial Advisors Inc | 3,175 | $392k | Jun 30, 2019 | Jul 15, 2019 | |
| Brookstone Capital Management LLC | 3,135 | $387k | Jun 30, 2019 | Jul 25, 2019 | |
| Salem Investment Counselors Inc | 3,093 | $382k | Jun 30, 2019 | Aug 14, 2019 | |
| Waters Parkerson & Co LLC | 3,088 | $381k | Jun 30, 2019 | Aug 6, 2019 | |
| Appleton Partners Inc | 3,090 | $381k | Jun 30, 2019 | Jul 25, 2019 | |
| Abbrea Capital LLC | 3,077 | $380k | Jun 30, 2019 | Jul 31, 2019 | |
| Paragon Wealth Strategies LLC | 3,057 | $377k | Jun 30, 2019 | Jul 17, 2019 | |
| LVW Advisors LLC | 3,043 | $376k | Jun 30, 2019 | Aug 14, 2019 | |
| Dorchester Wealth Management Company | 3,038 | $375k | Jun 30, 2019 | Jul 19, 2019 | |
| Navellier & Associates Inc | 3,032 | $374k | Jun 30, 2019 | Jul 17, 2019 | |
| Violich Capital Management | 3,000 | $370k | Jun 30, 2019 | Jul 22, 2019 | |
| CPWM LLC | 2,929 | $362k | Jun 30, 2019 | Aug 2, 2019 | |
| Triangle Securities Wealth Management | 2,891 | $361k | Jun 30, 2019 | Jul 10, 2019 | |
| Horizon Investments LLC | 2,916 | $360k | Jun 30, 2019 | Aug 14, 2019 | |
| Parsec Financial Management Inc | 2,907 | $359k | Jun 30, 2019 | Jul 23, 2019 | |
| Vishria BIRD Financial Group LLC | 2,847 | $351k | Jun 30, 2019 | Jul 15, 2019 | |
| Cypress Capital Management LLC | 2,811 | $347k | Jun 30, 2019 | Aug 5, 2019 | |
| Marietta Investment Partners LLC | 2,800 | $346k | Jun 30, 2019 | Aug 13, 2019 | |
| Cetera Investment Advisers LLC | 2,823 | $345k | Jun 30, 2019 | Aug 12, 2019 | |
| Nelson Roberts Investment Advisors LLC | 2,790 | $344k | Jun 30, 2019 | Jul 25, 2019 | |
| Accredited Investors Inc | 2,768 | $342k | Jun 30, 2019 | Aug 13, 2019 | |
| Cambridge Advisors Inc | 2,760 | $341k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 2,760 | $341k | Jun 30, 2019 | Jul 26, 2019 | |
| HCR Wealth Advisors | 2,737 | $338k | Jun 30, 2019 | Jul 25, 2019 | |
| Oxbow Advisors LLC | 2,740 | $338k | Jun 30, 2019 | Aug 7, 2019 | |
| Texas Yale Capital Corp | 2,704 | $334k | Jun 30, 2019 | Jul 24, 2019 | |
| Maryland Capital Management LLC | 2,680 | $331k | Jun 30, 2019 | Aug 13, 2019 | |
| Personal Capital Advisors Corporation | 2,678 | $331k | Jun 30, 2019 | Aug 14, 2019 | |
| Castleark Management LLC | 2,675 | $330k | Jun 30, 2019 | Aug 13, 2019 | |
| Mission Wealth Management LP | 2,673 | $330k | Jun 30, 2019 | Aug 9, 2019 | |
| Huber Financial Advisors LLC | 2,665 | $329k | Jun 30, 2019 | Aug 5, 2019 | |
| Clear Perspective Advisors LLC | 2,665 | $329k | Jun 30, 2019 | Aug 12, 2019 | |
| Hunter Associates Investment Management LLC | 2,643 | $326k | Jun 30, 2019 | Aug 8, 2019 | |
| Heritage Investment Group Inc | 2,640 | $326k | Jun 30, 2019 | Aug 13, 2019 | |
| Heritage Financial LLC | 2,640 | $326k | Jun 30, 2019 | Aug 13, 2019 | |
| Round Hill Asset Management Inc | 2,615 | $323k | Jun 30, 2019 | Aug 13, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 2,592 | $320k | Jun 30, 2019 | Aug 13, 2019 | |
| Advisory Alpha LLC | 2,555 | $319k | Jun 30, 2019 | Aug 16, 2019 | |
| Carnegie Capital Asset Management LLC | 2,562 | $316k | Jun 30, 2019 | Jul 24, 2019 | |
| Aureus Asset Management LLC | 2,500 | $309k | Jun 30, 2019 | Aug 14, 2019 | |
| Bingham Osborn & Scarborough LLC | 2,493 | $308k | Jun 30, 2019 | Aug 2, 2019 | |
| Probity Advisors Inc | 2,485 | $307k | Jun 30, 2019 | Aug 8, 2019 | |
| Palladium Partners LLC | 2,463 | $304k | Jun 30, 2019 | Aug 7, 2019 | |
| Autus Asset Management LLC | 2,410 | $297k | Jun 30, 2019 | Jul 15, 2019 | |
| SPC Financial Inc | 2,394 | $296k | Jun 30, 2019 | Aug 1, 2019 | |
| Montag & Caldwell LLC | 2,400 | $296k | Jun 30, 2019 | Aug 1, 2019 | |
| Dearborn Partners LLC | 2,396 | $296k | Jun 30, 2019 | Jul 29, 2019 | |
| Oak Asset Management LLC | 2,343 | $295k | Jun 30, 2019 | Jul 25, 2019 | |
| Kelman Lazarov Inc | 2,375 | $293k | Jun 30, 2019 | Jul 22, 2019 | |
| Partnervest Advisory Services LLC | 2,351 | $290k | Jun 30, 2019 | Aug 7, 2019 | |
| Bristlecone Advisors LLC | 2,318 | $286k | Jun 30, 2019 | Jul 19, 2019 | |
| Plancorp LLC | 2,307 | $285k | Jun 30, 2019 | Aug 13, 2019 | |
| Steinberg Global Asset Management Ltd | 2,595 | $284k | Mar 31, 2019 | Apr 24, 2019 | |
| First National Bank of Omaha | 2,259 | $279k | Jun 30, 2019 | Jul 10, 2019 | |
| Birch Hill Investment Advisors LLC | 2,250 | $278k | Jun 30, 2019 | Jul 22, 2019 | |
| HUGH Johnson Advisors LLC | 2,245 | $277k | Jun 30, 2019 | Aug 6, 2019 | |
| Private Vista LLC | 2,228 | $276k | Jun 30, 2019 | Jul 19, 2019 | |
| REDW Stanley Financial Advisors LLC | 2,200 | $272k | Jun 30, 2019 | Aug 9, 2019 | |
| Private Wealth Advisors Inc | 2,192 | $271k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 2,192 | $271k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 2,192 | $271k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 2,192 | $271k | Jun 30, 2019 | Aug 7, 2019 | |
| Oliver Luxxe Assets LLC | 2,141 | $267k | Jun 30, 2019 | Jul 10, 2019 | |
| Cornell Pochily Investment Advisors Inc | 2,157 | $266k | Jun 30, 2019 | Jul 22, 2019 | |
| Whitener Capital Management Inc | 2,150 | $265k | Jun 30, 2019 | Aug 2, 2019 | |
| Granite Investment Partners LLC | 2,150 | $265k | Jun 30, 2019 | Aug 7, 2019 | |
| Northstar Wealth Partners LLC | 2,150 | $265k | Jun 30, 2019 | Aug 15, 2019 | |
| Granite Financial Partners LLC | 2,150 | $265k | Jun 30, 2019 | Aug 7, 2019 | |
| Anchor Capital Advisors LLC | 2,129 | $263k | Jun 30, 2019 | Aug 1, 2019 | |
| Cahill Financial Advisors Inc | 2,119 | $262k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpha Windward LLC | 2,049 | $261k | Jun 30, 2019 | Jul 30, 2019 | |
| First Foundation Advisors | 2,094 | $258k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcilrath & ECK LLC | 2,344 | $256k | Jun 30, 2019 | Aug 8, 2019 | |
| SRB Corporation | 2,077 | $256k | Jun 30, 2019 | Aug 14, 2019 | |
| NWAM LLC | 2,056 | $254k | Jun 30, 2019 | Jul 18, 2019 | |
| Tokio Marine Asset Management USA Ltd | 2,046 | $253k | Jun 30, 2019 | Jul 25, 2019 | |
| Toroso Investments LLC | 2,023 | $249k | Jun 30, 2019 | Aug 15, 2019 | |
| Trillium Asset Management LLC | 1,990 | $246k | Jun 30, 2019 | Aug 8, 2019 | |
| CWA Asset Management Group LLC | 1,996 | $246k | Jun 30, 2019 | Aug 13, 2019 | |
| Compass Capital Management Inc | 1,985 | $245k | Jun 30, 2019 | Jul 31, 2019 | |
| American Asset Management Inc | 1,982 | $245k | Jun 30, 2019 | Jul 31, 2019 | |
| Westbourne Investment Advisors Inc | 1,985 | $245k | Jun 30, 2019 | Jul 22, 2019 | |
| Condor Capital Management | 1,953 | $241k | Jun 30, 2019 | Aug 5, 2019 | |
| IHT Wealth Management LLC | 1,917 | $237k | Jun 30, 2019 | Aug 12, 2019 | |
| Asset Advisors Investment Management LLC | 1,900 | $235k | Jun 30, 2019 | Jul 25, 2019 | |
| Vivaldi Capital Management LLC | 1,891 | $233k | Jun 30, 2019 | Aug 14, 2019 | |
| Washington Capital Management Inc | 1,862 | $230k | Jun 30, 2019 | Aug 7, 2019 | |
| Pillar Pacific Capital Management LLC | 1,862 | $230k | Jun 30, 2019 | Aug 7, 2019 | |
| BAHL & Gaynor Inc | 1,846 | $228k | Jun 30, 2019 | Aug 12, 2019 | |
| Hallmark Capital Management Inc | 1,850 | $228k | Jun 30, 2019 | Aug 8, 2019 | |
| RB Capital Management LLC | 1,828 | $226k | Jun 30, 2019 | Aug 7, 2019 | |
| Dumont & Blake Investment Advisors LLC | 1,810 | $223k | Jun 30, 2019 | Aug 1, 2019 | |
| Highland Private Wealth Management | 1,810 | $223k | Jun 30, 2019 | Aug 13, 2019 | |
| Security Asset Management Inc | 1,800 | $222k | Jun 30, 2019 | Aug 6, 2019 | |
| Quantum Capital Management LLC | 1,800 | $222k | Jun 30, 2019 | Aug 14, 2019 | |
| Whitnell & Co | 1,791 | $221k | Jun 30, 2019 | Jul 16, 2019 | |
| Osterweis Capital Management Inc | 1,792 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
| Osterweis Capital Management LLC | 1,792 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
| Colonial Trust Advisors Inc | 1,785 | $220k | Jun 30, 2019 | Aug 21, 2019 | |
| Mengis Capital Management Inc | 1,789 | $220k | Jun 30, 2019 | Jul 18, 2019 | |
| Foundations Investment Advisors LLC | 1,737 | $219k | Jun 30, 2019 | Jul 8, 2019 | |
| Eagle Global Advisors LLC | 1,747 | $216k | Jun 30, 2019 | Aug 13, 2019 | |
| Riverbridge Partners LLC | 1,750 | $216k | Jun 30, 2019 | Jul 10, 2019 | |
| 10-15 Associates Inc | 1,740 | $215k | Jun 30, 2019 | Aug 12, 2019 | |
| Signature Financial Management Inc | 2,232 | $212k | Dec 31, 2018 | Feb 13, 2019 | |
| Fagan Associates Inc | 1,660 | $205k | Jun 30, 2019 | Jul 12, 2019 | |
| Tortoise Index Solutions LLC | 1,652 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
| Quadrant Private Wealth Management LLC | 1,643 | $203k | Jun 30, 2019 | Aug 13, 2019 | |
| FFCM LLC | 1,574 | $194k | Jun 30, 2019 | Jul 30, 2019 | |
| Kaizen Advisory LLC | 1,922 | $183k | Dec 31, 2018 | Feb 15, 2019 | |
| Cornercap Investment Counsel Inc | 1,300 | $160k | Jun 30, 2019 | Aug 14, 2019 | |
| Evercore Wealth Management LLC | 1,175 | $145k | Jun 30, 2019 | Aug 13, 2019 | |
| Spectrum Management Group Inc | 1,176 | $145k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 1,176 | $145k | Jun 30, 2019 | Aug 2, 2019 | |
| Permit Capital LLC | 1,100 | $136k | Jun 30, 2019 | Aug 14, 2019 | |
| Destination Wealth Management | 1,053 | $130k | Jun 30, 2019 | Jul 19, 2019 | |
| Princeton Capital Management LLC | 1,015 | $125k | Jun 30, 2019 | Aug 12, 2019 | |
| Endurance Wealth Management Inc | 775 | $96k | Jun 30, 2019 | Jul 30, 2019 | |
| Shine Investment Advisory Services Inc | 737 | $91k | Jun 30, 2019 | Jul 25, 2019 | |
| Financial Advantage Inc | 680 | $83k | Jun 30, 2019 | Jul 23, 2019 | |
| Daiwa SB Investments Ltd | 760 | $83k | Mar 31, 2019 | Apr 18, 2019 | |
| First National Corporation | 666 | $82k | Jun 30, 2019 | Jul 22, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 635 | $78k | Jun 30, 2019 | Aug 14, 2019 | |
| Contravisory Investment Management Inc | 611 | $75k | Jun 30, 2019 | Jul 9, 2019 | |
| Westchester Capital Management Inc | 500 | $62k | Jun 30, 2019 | Aug 5, 2019 | |
| Westchester Capital Management LLC | 500 | $62k | Jun 30, 2019 | Aug 5, 2019 | |
| The Pacific Center FOR Financial Services | 475 | $59k | Jun 30, 2019 | Aug 15, 2019 | |
| Arlington Partners LLC | 305 | $38k | Jun 30, 2019 | Jul 10, 2019 | |
| SIT Investment Associates Inc | 282 | $35k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Bank and Trust Company | 210 | $26k | Jun 30, 2019 | Aug 14, 2019 | |
| Litman Gregory Asset Management LLC | 200 | $25k | Jun 30, 2019 | Jul 31, 2019 | |
| Investment Counselors of Maryland LLC | 200 | $25k | Jun 30, 2019 | Aug 5, 2019 | |
| Kavar Capital Partners LLC | 175 | $22k | Jun 30, 2019 | Aug 1, 2019 | |
| The Bollard Group LLC | 167 | $21k | Jun 30, 2019 | Aug 13, 2019 | |
| Smith Asset Management Group LP | 135 | $17k | Jun 30, 2019 | Aug 15, 2019 | |
| America First Investment Advisors LLC | 120 | $15k | Jun 30, 2019 | Jul 29, 2019 | |
| Northstar Asset Management Inc | 125 | $15k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 125 | $15k | Jun 30, 2019 | Jul 16, 2019 | |
| Thomas J Herzfeld Advisors Inc | 69 | $9k | Jun 30, 2019 | Aug 13, 2019 | |
| Transamerica Financial Advisors Inc | 35 | $5k | Jun 30, 2019 | Aug 21, 2019 | |
| Accurate Investment Solutions Inc | 40 | $5k | Jun 30, 2019 | Jul 12, 2019 | |
| Stevens First Principles Investment Advisors | 36 | $4k | Jun 30, 2019 | Jul 22, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 31 | $4k | Jun 30, 2019 | Jul 9, 2019 | |
| Winch Advisory Services LLC | 23 | $3k | Jun 30, 2019 | Aug 7, 2019 | |
| Spiderrock Advisors LLC | 3,300 | $3k | Put | Jun 30, 2019 | Jul 29, 2019 |
| Private Wealth Partners LLC | 2,600 | $2k | Put | Jun 30, 2019 | Aug 6, 2019 |
| Kovack Advisors Inc | 6 | $2k | Put | Jun 30, 2019 | Aug 14, 2019 |
| and Wealth Partners LLC | 2,600 | $2k | Put | Jun 30, 2019 | Aug 6, 2019 |
| Kovack International Advisors Inc | 6 | $2k | Put | Jun 30, 2019 | Aug 14, 2019 |