Applied Materials, Inc.
(038222105)
Relatórios de fundos Applied Materials, Inc. de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| Cantab Capital Partners LLP | 34,595 | $1,802,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Jackson Square Partners LLC | 9,940,891 | $446,445k | Jun 30, 2019 | Aug 14, 2019 | |
| Quattro Advisors LLC | 8,360 | $403,454k | Jun 30, 2019 | Jul 26, 2019 | |
| Quattro Financial Advisors LLC | 8,360 | $403,454k | Jun 30, 2019 | Jul 26, 2019 | |
| Matrix Capital Management Company LP | 4,250,000 | $190,868k | Jun 30, 2019 | Aug 14, 2019 | |
| Abrams Bison Investments LLC | 2,505,000 | $112,500k | Jun 30, 2019 | Aug 14, 2019 | |
| Soroban Capital Partners LP | 2,503,762 | $112,444k | Jun 30, 2019 | Aug 14, 2019 | |
| GS Investments Inc | 2,000 | $89,820k | Jun 30, 2019 | Aug 9, 2019 | |
| Marathon Asset Management LLP | 1,929,880 | $86,671k | Jun 30, 2019 | Jul 15, 2019 | |
| Westfield Capital Management Company LP | 1,753,698 | $78,759k | Jun 30, 2019 | Aug 13, 2019 | |
| Praesidium Investment Management Company LLC | 1,650,214 | $74,111k | Jun 30, 2019 | Aug 14, 2019 | |
| Global Thematic Partners LLC | 1,374,392 | $61,724k | Jun 30, 2019 | Jul 23, 2019 | |
| Alkeon Capital Management LLC | 1,081,239 | $48,558k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambiar Investors LLC | 1,042,497 | $46,819k | Jun 30, 2019 | Jul 25, 2019 | |
| FRED Alger Management Inc | 885,435 | $39,765k | Jun 30, 2019 | Aug 14, 2019 | |
| Brandywine Global Investment Management LLC | 804,204 | $36,117k | Jun 30, 2019 | Aug 14, 2019 | |
| Epoch Investment Partners Inc | 612,914 | $27,526k | Jun 30, 2019 | Aug 13, 2019 | |
| Tocqueville Asset Management LP | 546,157 | $24,528k | Jun 30, 2019 | Jul 31, 2019 | |
| Polaris Greystone Financial Group LLC | 496,960 | $22,701k | Jun 30, 2019 | Jul 25, 2019 | |
| SIT Investment Associates Inc | 473,550 | $21,267k | Jun 30, 2019 | Aug 14, 2019 | |
| Holocene Advisors LP | 431,732 | $19,389k | Jun 30, 2019 | Aug 14, 2019 | |
| Lansdowne Partners UK LLP | 419,678 | $18,848k | Jun 30, 2019 | Aug 13, 2019 | |
| TODD Asset Management LLC | 379,827 | $17,058k | Jun 30, 2019 | Aug 6, 2019 | |
| Oakbrook Investments LLC | 377,365 | $16,947k | Jun 30, 2019 | Jul 18, 2019 | |
| Cooke & Bieler LP | 359,800 | $16,159k | Jun 30, 2019 | Aug 12, 2019 | |
| Arrowgrass Capital Partners US LP | 345,000 | $15,494k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Foresters Investment Management Company Inc | 322,034 | $14,463k | Jun 30, 2019 | Aug 12, 2019 | |
| Grassi Investment Management LLC | 301,460 | $13,539k | Jun 30, 2019 | Jul 10, 2019 | |
| TDAM USA Inc | 292,054 | $13,116k | Jun 30, 2019 | Aug 1, 2019 | |
| Osterweis Capital Management Inc | 285,876 | $12,839k | Jun 30, 2019 | Aug 14, 2019 | |
| Osterweis Capital Management LLC | 285,876 | $12,839k | Jun 30, 2019 | Aug 14, 2019 | |
| Pacer Advisors Inc | 269,716 | $12,113k | Jun 30, 2019 | Aug 12, 2019 | |
| Harbor Island Capital LLC | 259,628 | $11,660k | Jun 30, 2019 | Jul 25, 2019 | |
| Grandfield & DODD LLC | 239,002 | $10,734k | Jun 30, 2019 | Jul 29, 2019 | |
| Nuance Investments LLC | 238,602 | $10,716k | Jun 30, 2019 | Aug 12, 2019 | |
| Stanley Capital Management LLC | 219,900 | $9,876k | Jun 30, 2019 | Aug 14, 2019 | |
| GLG Partners LP | 192,014 | $9,816k | Dec 31, 2017 | Feb 14, 2018 | |
| Point72 Asset Management LP | 200,000 | $8,982k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Polar Capital LLP | 198,202 | $8,901k | Jun 30, 2019 | Aug 14, 2019 | |
| Cohen Capital Management Inc | 193,600 | $8,695k | Jun 30, 2019 | Aug 7, 2019 | |
| West Coast Financial LLC | 180,900 | $8,124k | Jun 30, 2019 | Jul 16, 2019 | |
| Goodman Financial Corporation | 180,905 | $8,124k | Jun 30, 2019 | Aug 9, 2019 | |
| Zweig-Dimenna Associates LLC | 166,898 | $7,495k | Jun 30, 2019 | Jul 10, 2019 | |
| Edgemoor Investment Advisors Inc | 166,025 | $7,456k | Jun 30, 2019 | Aug 9, 2019 | |
| Baker Avenue Asset Management LP | 160,758 | $7,219k | Jun 30, 2019 | Aug 14, 2019 | |
| The Leuthold Group LLC | 159,377 | $7,158k | Jun 30, 2019 | Aug 14, 2019 | |
| Bragg Financial Advisors Inc | 154,866 | $6,955k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcguire Investment Group LLC | 152,369 | $6,843k | Jun 30, 2019 | Jul 25, 2019 | |
| Guinness Atkinson Asset Management Inc | 148,650 | $6,676k | Jun 30, 2019 | Jul 26, 2019 | |
| Weiss Multi-Strategy Advisers LLC | 130,000 | $5,838k | Jun 30, 2019 | Aug 14, 2019 | |
| Winton Capital Management Ltd | 284,151 | $5,801k | Mar 31, 2014 | May 1, 2014 | |
| Boston Common Asset Management LLC | 123,604 | $5,551k | Jun 30, 2019 | Jul 26, 2019 | |
| Granite Investment Partners LLC | 123,055 | $5,526k | Jun 30, 2019 | Aug 7, 2019 | |
| Granite Financial Partners LLC | 123,055 | $5,526k | Jun 30, 2019 | Aug 7, 2019 | |
| Financial Counselors Inc | 118,454 | $5,320k | Jun 30, 2019 | Aug 14, 2019 | |
| Kempner Capital Management Inc | 115,254 | $5,176k | Jun 30, 2019 | Jul 8, 2019 | |
| Beech Hill Advisors Inc | 112,887 | $5,070k | Jun 30, 2019 | Jul 15, 2019 | |
| Indexiq Advisors LLC | 110,794 | $4,976k | Jun 30, 2019 | Aug 12, 2019 | |
| Raine Capital LLC | 110,000 | $4,940k | Jun 30, 2019 | Aug 14, 2019 | |
| Hudson BAY Capital Management LP | 104,000 | $4,671k | Jun 30, 2019 | Aug 14, 2019 | |
| Taurus Asset Management LLC | 101,285 | $4,549k | Jun 30, 2019 | Aug 14, 2019 | |
| QS Investors LLC | 99,022 | $4,448k | Jun 30, 2019 | Aug 14, 2019 | |
| Jolley Asset Management LLC | 96,139 | $4,318k | Jun 30, 2019 | Jul 22, 2019 | |
| Capital Investment Counsel Inc | 95,467 | $4,287k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 95,467 | $4,287k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Investment Research Advisors Inc | 94,256 | $4,233k | Jun 30, 2019 | Aug 15, 2019 | |
| Advanced Asset Management Advisors Inc | 93,800 | $4,213k | Jun 30, 2019 | Aug 2, 2019 | |
| Telemus Capital LLC | 91,619 | $4,165k | Jun 30, 2019 | Aug 9, 2019 | |
| Morgens Waterfall Vintiadis & Company Inc | 87,500 | $3,930k | Jun 30, 2019 | Aug 14, 2019 | |
| Mission Wealth Management LP | 83,477 | $3,749k | Jun 30, 2019 | Aug 9, 2019 | |
| Highland Capital Management LP | 82,200 | $3,692k | Jun 30, 2019 | Aug 14, 2019 | |
| Trillium Asset Management LLC | 77,487 | $3,480k | Jun 30, 2019 | Aug 8, 2019 | |
| Summit Street Capital Management LLC | 75,776 | $3,403k | Jun 30, 2019 | Aug 14, 2019 | |
| Oxbow Advisors LLC | 74,462 | $3,344k | Jun 30, 2019 | Aug 7, 2019 | |
| Calamos Wealth Management LLC | 74,237 | $3,334k | Jun 30, 2019 | Aug 7, 2019 | |
| Hennessy Advisors Inc | 69,797 | $3,135k | Jun 30, 2019 | Jul 11, 2019 | |
| Callahan Advisors LLC | 69,186 | $3,107k | Jun 30, 2019 | Jul 17, 2019 | |
| Aureus Asset Management LLC | 68,383 | $3,071k | Jun 30, 2019 | Aug 14, 2019 | |
| IFM Investors PTY Ltd | 67,515 | $3,032k | Jun 30, 2019 | Jul 16, 2019 | |
| Managed Account Advisors LLC | 149,862 | $2,880k | Jun 30, 2015 | Aug 14, 2015 | |
| Dupont Capital Management Corp | 62,962 | $2,828k | Jun 30, 2019 | Jul 30, 2019 | |
| GLG LLC | 52,564 | $2,687k | Dec 31, 2017 | Feb 14, 2018 | |
| Wealth Advisors of Tampa BAY LLC | 59,395 | $2,667k | Jun 30, 2019 | Jul 23, 2019 | |
| Brandes Investment Partners LP | 57,143 | $2,566k | Jun 30, 2019 | Aug 13, 2019 | |
| Wright Investors Service Inc | 55,467 | $2,491k | Jun 30, 2019 | Aug 1, 2019 | |
| Hammer Asset Management LLC | 54,078 | $2,429k | Jun 30, 2019 | Aug 6, 2019 | |
| JAG Capital Management LLC | 52,875 | $2,375k | Jun 30, 2019 | Jul 22, 2019 | |
| Carret Asset Management LLC | 50,644 | $2,274k | Jun 30, 2019 | Aug 12, 2019 | |
| The Colony Group LLC | 50,530 | $2,269k | Jun 30, 2019 | Aug 19, 2019 | |
| Midas Management Corporation | 50,000 | $2,246k | Jun 30, 2019 | Jul 9, 2019 | |
| Prelude Capital Management LLC | 49,583 | $2,227k | Jun 30, 2019 | Aug 14, 2019 | |
| Hoylecohen LLC | 47,333 | $2,126k | Jun 30, 2019 | Aug 9, 2019 | |
| Prime Capital Investment Advisors LLC | 45,535 | $2,045k | Jun 30, 2019 | Aug 6, 2019 | |
| Dowling & Yahnke LLC | 44,871 | $2,015k | Jun 30, 2019 | Jul 22, 2019 | |
| Colonial Trust Advisors Inc | 44,089 | $1,980k | Jun 30, 2019 | Aug 21, 2019 | |
| Ascension Asset Management LLC | 39,825 | $1,789k | Jun 30, 2019 | Jul 23, 2019 | |
| Azimuth Capital Management LLC | 39,068 | $1,755k | Jun 30, 2019 | Aug 13, 2019 | |
| Palouse Capital Management Inc | 37,732 | $1,695k | Jun 30, 2019 | Aug 6, 2019 | |
| SFE Investment Counsel Inc | 37,665 | $1,692k | Jun 30, 2019 | Jul 26, 2019 | |
| Landscape Capital Management LLC | 35,712 | $1,604k | Jun 30, 2019 | Aug 8, 2019 | |
| Sicart Associates LLC | 35,040 | $1,574k | Jun 30, 2019 | Jul 23, 2019 | |
| Financial Sense Advisors Inc | 35,029 | $1,573k | Jun 30, 2019 | Aug 2, 2019 | |
| Quadrant Capital Management LLC | 34,488 | $1,549k | Jun 30, 2019 | Aug 8, 2019 | |
| Cubic Asset Management LLC | 34,060 | $1,530k | Jun 30, 2019 | Jul 29, 2019 | |
| Panagora Asset Management Inc | 32,123 | $1,443k | Jun 30, 2019 | Aug 9, 2019 | |
| ARGA Investment Management LP | 32,125 | $1,443k | Jun 30, 2019 | Jul 31, 2019 | |
| Sentry Investment Management LLC | 31,834 | $1,430k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 31,834 | $1,430k | Jun 30, 2019 | Aug 12, 2019 | |
| Family Legacy Inc | 31,537 | $1,416k | Jun 30, 2019 | Jul 25, 2019 | |
| Chartwell Investment Partners LLC | 30,728 | $1,380k | Jun 30, 2019 | Aug 19, 2019 | |
| KCS Wealth Advisory LLC | 29,915 | $1,343k | Jun 30, 2019 | Jul 29, 2019 | |
| Advisor Partners LLC | 29,472 | $1,324k | Jun 30, 2019 | Jul 26, 2019 | |
| Zebra Capital Management LLC | 28,528 | $1,281k | Jun 30, 2019 | Aug 14, 2019 | |
| Neuberger Berman Breton Hill ULC | 24,278 | $1,265k | Sep 30, 2017 | Nov 3, 2017 | |
| Sheaff Brock Investment Advisors LLC | 28,132 | $1,263k | Jun 30, 2019 | Jul 31, 2019 | |
| Gilman Hill Asset Management LLC | 27,483 | $1,234k | Jun 30, 2019 | Jul 17, 2019 | |
| Carnegie Capital Asset Management LLC | 27,336 | $1,228k | Jun 30, 2019 | Jul 24, 2019 | |
| Pettee Investors Inc | 27,115 | $1,218k | Jun 30, 2019 | Aug 7, 2019 | |
| North Star Investment Management Corporation | 26,006 | $1,168k | Jun 30, 2019 | Jul 15, 2019 | |
| 1st Global Advisors Inc | 27,998 | $1,157k | Jun 30, 2017 | Aug 15, 2017 | |
| Midwest Professional Planners Ltd | 25,099 | $1,127k | Jun 30, 2019 | Aug 12, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 23,335 | $1,048k | Jun 30, 2019 | Jul 9, 2019 | |
| ZEKE Capital Advisors LLC | 23,133 | $1,039k | Jun 30, 2019 | Jul 24, 2019 | |
| Fuller & Thaler Asset Management Inc | 22,866 | $1,027k | Jun 30, 2019 | Aug 13, 2019 | |
| RNC Capital Management LLC | 22,870 | $1,027k | Jun 30, 2019 | Jul 25, 2019 | |
| Insight 2811 Inc | 22,770 | $1,017k | Jun 30, 2019 | Jul 9, 2019 | |
| LaSalle Street Capital Management LLC | 22,256 | $1,000k | Jun 30, 2019 | Aug 8, 2019 | |
| EQIS Capital Management Inc | 22,227 | $998k | Jun 30, 2019 | Jul 18, 2019 | |
| Institute FOR Wealth Management LLC | 22,132 | $994k | Jun 30, 2019 | Aug 2, 2019 | |
| Cottage Street Advisors LLC | 22,100 | $993k | Jun 30, 2019 | Aug 2, 2019 | |
| Davenport & Company LLC | 21,795 | $979k | Jun 30, 2019 | Jul 10, 2019 | |
| Cambria Investment Management LP | 21,720 | $975k | Jun 30, 2019 | Aug 12, 2019 | |
| Palladium Partners LLC | 21,565 | $968k | Jun 30, 2019 | Aug 7, 2019 | |
| Stoneridge Investment Partners LLC | 21,443 | $963k | Jun 30, 2019 | Jul 29, 2019 | |
| Level Four Advisory Services LLC | 21,394 | $962k | Jun 30, 2019 | Aug 14, 2019 | |
| Guardian Investment Management LLC | 20,900 | $939k | Jun 30, 2019 | Aug 16, 2019 | |
| American Money Management LLC | 20,875 | $937k | Jun 30, 2019 | Aug 12, 2019 | |
| Ziegler Capital Management LLC | 50,900 | $892k | Sep 30, 2013 | Nov 6, 2013 | |
| Everence Capital Management Inc | 19,590 | $880k | Jun 30, 2019 | Aug 2, 2019 | |
| Cetera Investment Advisers LLC | 18,901 | $844k | Jun 30, 2019 | Aug 12, 2019 | |
| Alpha Cubed Investments LLC | 18,240 | $819k | Jun 30, 2019 | Jul 19, 2019 | |
| ARS Investment Partners LLC | 18,166 | $816k | Jun 30, 2019 | Aug 12, 2019 | |
| Diligent Investors LLC | 17,774 | $798k | Jun 30, 2019 | Aug 1, 2019 | |
| First Manhattan Co | 17,043 | $765k | Jun 30, 2019 | Aug 16, 2019 | |
| OFI Advisors LLC | 50,130 | $736k | Sep 30, 2015 | Nov 16, 2015 | |
| Thomas White International Ltd | 16,127 | $724k | Jun 30, 2019 | Aug 13, 2019 | |
| Penobscot Investment Management Company Inc | 16,000 | $719k | Jun 30, 2019 | Aug 2, 2019 | |
| Conning Inc | 15,961 | $717k | Jun 30, 2019 | Jul 25, 2019 | |
| Harfst and Associates Inc | 15,926 | $715k | Jun 30, 2019 | Aug 14, 2019 | |
| Zevin Asset Management LLC | 15,903 | $714k | Jun 30, 2019 | Aug 6, 2019 | |
| Boston Private Wealth LLC | 15,558 | $699k | Jun 30, 2019 | Jul 10, 2019 | |
| Court Place Advisors LLC | 15,278 | $686k | Jun 30, 2019 | Jul 30, 2019 | |
| Clear Harbor Asset Management LLC | 15,150 | $680k | Jun 30, 2019 | Jul 22, 2019 | |
| Regentatlantic Capital LLC | 14,722 | $661k | Jun 30, 2019 | Jul 23, 2019 | |
| Traynor Capital Management Inc | 14,440 | $659k | Jun 30, 2019 | Jul 26, 2019 | |
| 180 Wealth Advisors LLC | 13,272 | $643k | Jun 30, 2019 | Aug 5, 2019 | |
| ICON Advisers Inc | 14,100 | $633k | Jun 30, 2019 | Aug 2, 2019 | |
| Brasada Capital Management LP | 14,000 | $629k | Jun 30, 2019 | Aug 7, 2019 | |
| Cleararc Capital Inc | 13,975 | $628k | Jun 30, 2019 | Aug 7, 2019 | |
| Premia Global Advisors LLC | 13,918 | $625k | Jun 30, 2019 | Aug 13, 2019 | |
| Burleson & Company LLC | 12,642 | $613k | Jun 30, 2019 | Aug 5, 2019 | |
| 1919 Investment Counsel LLC | 27,590 | $597k | Sep 30, 2014 | Nov 14, 2014 | |
| Venturi Wealth Management LLC | 12,966 | $582k | Jun 30, 2019 | Aug 7, 2019 | |
| Wilmington Trust Investment Management LLC | 25,760 | $581k | Jun 30, 2014 | Aug 13, 2014 | |
| Murphy Pohlad Asset Management LLC | 12,850 | $577k | Jun 30, 2019 | Aug 6, 2019 | |
| Omnistar Financial Group Inc | 12,577 | $565k | Jun 30, 2019 | Jul 30, 2019 | |
| United Asset Strategies Inc | 7,493 | $562k | Jun 30, 2019 | Jul 31, 2019 | |
| MRAZ Amerine & Associates Inc | 12,234 | $549k | Jun 30, 2019 | Aug 2, 2019 | |
| Successful Portfolios LLC | 12,018 | $540k | Jun 30, 2019 | Jul 11, 2019 | |
| Delphi Management Inc | 11,882 | $534k | Jun 30, 2019 | Aug 20, 2019 | |
| Morris Capital Advisors Inc | 11,750 | $528k | Jun 30, 2019 | Jul 15, 2019 | |
| Bailard Inc | 11,375 | $511k | Jun 30, 2019 | Jul 26, 2019 | |
| Parsec Financial Management Inc | 11,313 | $508k | Jun 30, 2019 | Jul 23, 2019 | |
| Prospera Financial Services Inc | 11,158 | $501k | Jun 30, 2019 | Aug 14, 2019 | |
| Dynamic Advisor Solutions LLC | 11,116 | $499k | Jun 30, 2019 | Aug 13, 2019 | |
| Homrich & BERG Inc | 10,982 | $493k | Jun 30, 2019 | Aug 5, 2019 | |
| E & G Advisors LP | 10,900 | $490k | Jun 30, 2019 | Jul 12, 2019 | |
| Cornerstone Advisory LLC | 10,663 | $479k | Jun 30, 2019 | Aug 8, 2019 | |
| Patton Albertson Miller Group LLC | 9,440 | $445k | Jun 30, 2019 | Aug 12, 2019 | |
| Williams Jones & Associates LLC | 9,680 | $435k | Jun 30, 2019 | Aug 14, 2019 | |
| Waters Parkerson & Co LLC | 9,198 | $413k | Jun 30, 2019 | Aug 6, 2019 | |
| Needham Investment Management LLC | 9,000 | $404k | Jun 30, 2019 | Aug 14, 2019 | |
| Ferguson Wellman Capital Management Inc | 8,806 | $395k | Jun 30, 2019 | Jul 16, 2019 | |
| The Rikoon Group LLC | 8,652 | $389k | Jun 30, 2019 | Aug 6, 2019 | |
| Moors & Cabot Inc | 8,626 | $386k | Jun 30, 2019 | Jul 18, 2019 | |
| Checchi Capital Advisers LLC | 8,548 | $384k | Jun 30, 2019 | Aug 6, 2019 | |
| SOL Capital Management Co | 8,400 | $377k | Jun 30, 2019 | Jul 17, 2019 | |
| The Fiduciary Group LLC | 7,824 | $351k | Jun 30, 2019 | Aug 14, 2019 | |
| Mairs and Power Inc | 7,477 | $336k | Jun 30, 2019 | Aug 14, 2019 | |
| DAVY Asset Management Limited | 7,454 | $335k | Jun 30, 2019 | Jul 19, 2019 | |
| Personal Capital Advisors Corporation | 7,328 | $329k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpha Windward LLC | 6,361 | $322k | Jun 30, 2019 | Jul 30, 2019 | |
| Savant Capital LLC | 7,060 | $317k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellington Shields Capital Management LLC | 6,811 | $306k | Jun 30, 2019 | Aug 8, 2019 | |
| Appleton Partners Inc | 6,795 | $305k | Jun 30, 2019 | Jul 25, 2019 | |
| Meristem Family Wealth LLC | 6,488 | $291k | Jun 30, 2019 | Aug 6, 2019 | |
| Evermay Wealth Management LLC | 6,409 | $288k | Jun 30, 2019 | Jul 23, 2019 | |
| Welch & Forbes LLC | 6,400 | $287k | Jun 30, 2019 | Jul 12, 2019 | |
| Cadence Capital Management LLC | 6,300 | $283k | Jun 30, 2019 | Aug 12, 2019 | |
| SRB Corporation | 6,297 | $283k | Jun 30, 2019 | Aug 14, 2019 | |
| Westbourne Investment Advisors Inc | 6,250 | $281k | Jun 30, 2019 | Jul 22, 2019 | |
| BAHL & Gaynor Inc | 6,100 | $274k | Jun 30, 2019 | Aug 12, 2019 | |
| Brookstone Capital Management LLC | 6,102 | $274k | Jun 30, 2019 | Jul 25, 2019 | |
| Westover Capital Advisors LLC | 6,000 | $269k | Jun 30, 2019 | Aug 13, 2019 | |
| GWM Advisors LLC | 5,974 | $268k | Jun 30, 2019 | Aug 5, 2019 | |
| First Foundation Advisors | 5,586 | $251k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiemann Investment Advisors LLC | 5,537 | $249k | Jun 30, 2019 | Aug 13, 2019 | |
| Buckingham Asset Management LLC | 5,281 | $237k | Jun 30, 2019 | Aug 5, 2019 | |
| Kingfisher Capital LLC | 5,206 | $234k | Jun 30, 2019 | Aug 14, 2019 | |
| Whitnell & Co | 5,188 | $233k | Jun 30, 2019 | Jul 16, 2019 | |
| Partnervest Advisory Services LLC | 5,178 | $233k | Jun 30, 2019 | Aug 7, 2019 | |
| Cahill Financial Advisors Inc | 5,125 | $231k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthtrust Axiom LLC | 5,112 | $229k | Jun 30, 2019 | Aug 7, 2019 | |
| Accredited Investors Inc | 5,034 | $226k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Family Office LLC | 5,000 | $225k | Jun 30, 2019 | Jul 30, 2019 | |
| Valicenti Advisory Services Inc | 5,000 | $225k | Jun 30, 2019 | Jul 17, 2019 | |
| Cheviot Value Management LLC | 5,000 | $225k | Jun 30, 2019 | Aug 14, 2019 | |
| TTP Investments Inc | 5,000 | $225k | Call | Jun 30, 2019 | Aug 5, 2019 |
| IHT Wealth Management LLC | 4,998 | $224k | Jun 30, 2019 | Aug 12, 2019 | |
| Mengis Capital Management Inc | 4,953 | $222k | Jun 30, 2019 | Jul 18, 2019 | |
| Lakeview Capital Partners LLC | 4,770 | $214k | Jun 30, 2019 | Aug 5, 2019 | |
| Miles Capital Inc | 4,740 | $213k | Jun 30, 2019 | Aug 13, 2019 | |
| BTC Capital Management Inc | 4,600 | $207k | Jun 30, 2019 | Jul 26, 2019 | |
| ETF Managers Group LLC | 4,482 | $200k | Jun 30, 2019 | Aug 14, 2019 | |
| West Oak Capital LLC | 4,405 | $198k | Jun 30, 2019 | Jul 12, 2019 | |
| Whitener Capital Management Inc | 4,187 | $188k | Jun 30, 2019 | Aug 2, 2019 | |
| Accurate Investment Solutions Inc | 4,116 | $185k | Jun 30, 2019 | Jul 12, 2019 | |
| FFCM LLC | 3,605 | $162k | Jun 30, 2019 | Jul 30, 2019 | |
| Shine Investment Advisory Services Inc | 2,986 | $134k | Jun 30, 2019 | Jul 25, 2019 | |
| Ropes Wealth Advisors LLC | 1,500 | $67k | Jun 30, 2019 | Jul 31, 2019 | |
| Avondale Wealth Management LLC | 1,131 | $51k | Jun 30, 2019 | Jul 26, 2019 | |
| Cribstone Capital Management LLC | 938 | $42k | Jun 30, 2019 | Jul 22, 2019 | |
| First National Corporation | 547 | $25k | Jun 30, 2019 | Jul 22, 2019 | |
| Hexavest Inc | 531 | $24k | Jun 30, 2019 | Jul 10, 2019 | |
| Monetary Management Group Inc | 500 | $22k | Jun 30, 2019 | Aug 13, 2019 | |
| Ellevest Inc | 440 | $20k | Jun 30, 2019 | Aug 20, 2019 | |
| Regent Investment Management LLC | 400 | $18k | Jun 30, 2019 | Jul 15, 2019 | |
| The Central Trust Bank | 286 | $13k | Jun 30, 2019 | Jul 16, 2019 | |
| Kavar Capital Partners LLC | 250 | $11k | Jun 30, 2019 | Aug 1, 2019 | |
| Mcilrath & ECK LLC | 188 | $7k | Jun 30, 2019 | Aug 8, 2019 | |
| Gables Capital Management Inc | 102 | $5k | Jun 30, 2019 | Jul 31, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $4k | Jun 30, 2019 | Aug 14, 2019 | |
| Transamerica Financial Advisors Inc | 12 | $1k | Jun 30, 2019 | Aug 21, 2019 | |
| Janus Capital Management LLC | 1 | $0k | Mar 31, 2017 | May 16, 2017 |