UNION PAC CORP
(907818108)
Relatórios de fundos UNION PAC CORP de acordo com os registros 13F
Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
---|---|---|---|---|---|
Egerton Capital UK LLP | 6,007,518 | $1,015,931k | Jun 30, 2019 | Aug 13, 2019 | |
Lone Pine Capital LLC | 4,930,899 | $833,864k | Jun 30, 2019 | Aug 14, 2019 | |
Soroban Capital Partners LP | 4,320,067 | $730,567k | Jun 30, 2019 | Aug 14, 2019 | |
First Eagle Investment Management LLC | 3,473,509 | $587,405k | Jun 30, 2019 | Aug 13, 2019 | |
Mawer Investment Management Ltd | 1,868,064 | $315,908k | Jun 30, 2019 | Aug 6, 2019 | |
Santa Barbara Asset Management LLC | 1,123,737 | $187,889k | Mar 31, 2019 | May 14, 2019 | |
Palestra Capital Management LLC | 1,058,095 | $178,934k | Jun 30, 2019 | Aug 14, 2019 | |
Cohen & Steers Capital Management Inc | 1,123,220 | $121,656k | Mar 31, 2015 | May 15, 2015 | |
Pointstate Capital LP | 654,162 | $110,625k | Jun 30, 2019 | Aug 14, 2019 | |
Waverton Investment Management Limited | 642,055 | $108,578k | Jun 30, 2019 | Jul 17, 2019 | |
Magellan Asset Management Limited | 638,312 | $107,945k | Jun 30, 2019 | Aug 13, 2019 | |
Burgundy Asset Management Ltd | 471,816 | $79,789k | Jun 30, 2019 | Aug 14, 2019 | |
Marathon Asset Management LLP | 461,914 | $78,114k | Jun 30, 2019 | Jul 15, 2019 | |
Skylands Capital LLC | 409,050 | $69,174k | Jun 30, 2019 | Jul 29, 2019 | |
First Manhattan Co | 404,141 | $68,344k | Jun 30, 2019 | Aug 16, 2019 | |
Park Presidio Capital LLC | 345,000 | $58,343k | Jun 30, 2019 | Aug 14, 2019 | |
1919 Investment Counsel LLC | 519,229 | $56,295k | Sep 30, 2014 | Nov 14, 2014 | |
Marshfield Associates Inc | 311,727 | $52,716k | Jun 30, 2019 | Aug 15, 2019 | |
ALTA Capital Management LLC | 271,954 | $45,990k | Jun 30, 2019 | Jul 26, 2019 | |
Bowen Hanes & Co Inc | 250,306 | $42,329k | Jun 30, 2019 | Aug 13, 2019 | |
Cookson Peirce & Co Inc | 226,497 | $38,303k | Jun 30, 2019 | Jul 31, 2019 | |
Sawgrass Asset Management LLC | 226,483 | $38,301k | Jun 30, 2019 | Jul 23, 2019 | |
Klingenstein Fields & Co LLC | 204,620 | $34,603k | Jun 30, 2019 | Aug 12, 2019 | |
Tweedy Browne Company LLC | 195,003 | $32,977k | Jun 30, 2019 | Aug 5, 2019 | |
Hosking Partners LLP | 193,701 | $32,757k | Jun 30, 2019 | Aug 13, 2019 | |
Tocqueville Asset Management LP | 187,876 | $31,772k | Jun 30, 2019 | Jul 31, 2019 | |
Newbrook Capital Advisors LP | 157,275 | $26,597k | Jun 30, 2019 | Aug 14, 2019 | |
Aristotle Atlantic Partners LLC | 155,000 | $26,212k | Jun 30, 2019 | Aug 13, 2019 | |
Adams Diversified Equity Fund Inc | 148,300 | $25,079k | Jun 30, 2019 | Jul 29, 2019 | |
Sather Financial Group Inc | 134,562 | $22,755k | Jun 30, 2019 | Jul 23, 2019 | |
Dupont Capital Management Corp | 130,520 | $22,072k | Jun 30, 2019 | Jul 30, 2019 | |
Front Barnett Associates LLC | 128,408 | $21,715k | Jun 30, 2019 | Aug 6, 2019 | |
The Roosevelt Investment Group Inc | 123,160 | $20,828k | Jun 30, 2019 | Aug 8, 2019 | |
Zimmer Partners LP | 117,500 | $19,870k | Jun 30, 2019 | Aug 14, 2019 | |
Quest Investment Management LLC | 115,086 | $19,462k | Jun 30, 2019 | Aug 13, 2019 | |
Madison Investment Holdings Inc | 107,775 | $18,226k | Jun 30, 2019 | Aug 13, 2019 | |
KKR Credit Advisors US LLC | 115,800 | $17,988k | Sep 30, 2013 | Nov 14, 2013 | |
Sands Capital Management LLC | 104,668 | $17,700k | Jun 30, 2019 | Aug 14, 2019 | |
Badgley Phelps and Bell Inc | 93,834 | $15,868k | Jun 30, 2019 | Jul 30, 2019 | |
CWM LLC | 92,183 | $15,589k | Jun 30, 2019 | Jul 31, 2019 | |
Partners Capital Investment Group LLP | 83,664 | $14,148k | Jun 30, 2019 | Aug 12, 2019 | |
Archon Partners LLC | 80,000 | $13,529k | Jun 30, 2019 | Aug 14, 2019 | |
Courant Investment Management LLC | 76,686 | $12,968k | Jun 30, 2019 | Jul 24, 2019 | |
SKBA Capital Management LLC | 73,540 | $12,436k | Jun 30, 2019 | Aug 12, 2019 | |
Brandywine Global Investment Management LLC | 71,049 | $12,016k | Jun 30, 2019 | Aug 14, 2019 | |
Pacer Advisors Inc | 69,103 | $11,686k | Jun 30, 2019 | Aug 12, 2019 | |
QS Investors LLC | 68,575 | $11,597k | Jun 30, 2019 | Aug 14, 2019 | |
Leonetti & Associates LLC | 79,150 | $10,941k | Dec 31, 2018 | Feb 19, 2019 | |
Alley Company LLC | 57,820 | $9,778k | Jun 30, 2019 | Jul 30, 2019 | |
Bishop Rock Capital LP | 57,460 | $9,717k | Jun 30, 2019 | Aug 14, 2019 | |
Greenwood Gearhart Inc | 55,898 | $9,453k | Jun 30, 2019 | Aug 7, 2019 | |
DUFF & Phelps Investment Management Co | 55,521 | $9,389k | Jun 30, 2019 | Aug 2, 2019 | |
Greystone Managed Investments Inc | 53,513 | $9,050k | Jun 30, 2019 | Jul 23, 2019 | |
Grassi Investment Management LLC | 53,383 | $9,028k | Jun 30, 2019 | Jul 10, 2019 | |
Ipswich Investment Management Company Inc | 51,063 | $8,635k | Jun 30, 2019 | Jul 11, 2019 | |
Osborne Partners Capital Management LLC | 48,386 | $8,183k | Jun 30, 2019 | Jul 18, 2019 | |
Vestor Capital LLC | 43,997 | $7,440k | Jun 30, 2019 | Aug 6, 2019 | |
Wallington Asset Management LLC | 43,472 | $7,352k | Jun 30, 2019 | Aug 13, 2019 | |
Founders Capital Management Inc | 42,518 | $7,190k | Jun 30, 2019 | Jul 11, 2019 | |
Founders Capital Management LLC | 42,518 | $7,190k | Jun 30, 2019 | Jul 11, 2019 | |
Cipher Capital LP | 41,965 | $7,097k | Jun 30, 2019 | Aug 13, 2019 | |
Cutler Investment Counsel LLC | 41,761 | $7,062k | Jun 30, 2019 | Aug 5, 2019 | |
HUGH Johnson Advisors LLC | 41,272 | $6,979k | Jun 30, 2019 | Aug 6, 2019 | |
DSAM Partners London Ltd | 40,417 | $6,835k | Jun 30, 2019 | Aug 14, 2019 | |
Wintergreen Advisers LLC | 40,780 | $6,818k | Mar 31, 2019 | May 10, 2019 | |
Rodgers Brothers Inc | 39,320 | $6,649k | Jun 30, 2019 | Aug 14, 2019 | |
Marco Investment Management LLC | 38,200 | $6,460k | Jun 30, 2019 | Aug 6, 2019 | |
Marvin & Palmer Associates | 37,924 | $6,413k | Jun 30, 2019 | Aug 19, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 36,688 | $6,204k | Jun 30, 2019 | Aug 9, 2019 | |
Sentry Investment Management LLC | 35,617 | $6,023k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 35,617 | $6,023k | Jun 30, 2019 | Aug 12, 2019 | |
Stewart & Patten Co LLC | 35,292 | $5,968k | Jun 30, 2019 | Jul 17, 2019 | |
Marketfield Asset Management LLC | 34,625 | $5,855k | Jun 30, 2019 | Aug 6, 2019 | |
Dividend Assets Capital LLC | 34,344 | $5,808k | Jun 30, 2019 | Jul 12, 2019 | |
Garland Capital Management Inc | 34,278 | $5,797k | Jun 30, 2019 | Jul 24, 2019 | |
Matthew GOFF Investment Advisor LLC | 33,507 | $5,666k | Jun 30, 2019 | Aug 5, 2019 | |
The Leuthold Group LLC | 32,597 | $5,512k | Jun 30, 2019 | Aug 14, 2019 | |
RKL Wealth Management LLC | 31,386 | $5,309k | Jun 30, 2019 | Aug 2, 2019 | |
Centenus Global Management LP | 30,000 | $5,073k | Jun 30, 2019 | Aug 14, 2019 | |
Birch Hill Investment Advisors LLC | 28,826 | $4,875k | Jun 30, 2019 | Jul 22, 2019 | |
Financial Advantage Inc | 28,417 | $4,805k | Jun 30, 2019 | Jul 23, 2019 | |
Whitnell & Co | 27,367 | $4,628k | Jun 30, 2019 | Jul 16, 2019 | |
Hendley & Co Inc | 27,151 | $4,592k | Jun 30, 2019 | Aug 8, 2019 | |
Keeler Thomas Management LLC | 26,676 | $4,511k | Jun 30, 2019 | Jul 31, 2019 | |
Strategic Financial Services Inc | 26,653 | $4,507k | Jun 30, 2019 | Aug 13, 2019 | |
Howland Capital Management LLC | 26,065 | $4,408k | Jun 30, 2019 | Jul 17, 2019 | |
Altavista Wealth Management Inc | 25,884 | $4,377k | Jun 30, 2019 | Aug 13, 2019 | |
Cohen Capital Management Inc | 25,846 | $4,371k | Jun 30, 2019 | Aug 7, 2019 | |
Becker Capital Management Inc | 25,623 | $4,333k | Jun 30, 2019 | Aug 8, 2019 | |
Wealthplan Partners Inc | 25,129 | $4,241k | Jun 30, 2019 | Aug 19, 2019 | |
Argus Investors' Counsel Inc | 24,768 | $4,189k | Jun 30, 2019 | Jul 10, 2019 | |
Monetta Financial Services Inc | 24,000 | $4,059k | Jun 30, 2019 | Aug 9, 2019 | |
Capital Planning Advisors LLC | 23,750 | $4,016k | Jun 30, 2019 | Aug 9, 2019 | |
Cypress Capital Management LLC | 23,684 | $4,005k | Jun 30, 2019 | Aug 5, 2019 | |
Hartline Investment Corp | 23,076 | $3,902k | Jun 30, 2019 | Aug 8, 2019 | |
Hedeker Wealth LLC | 22,799 | $3,855k | Jun 30, 2019 | Jul 26, 2019 | |
Perkins Investment Management LLC | 36,356 | $3,851k | Mar 31, 2017 | May 15, 2017 | |
Addenda Capital Inc | 21,502 | $3,636k | Jun 30, 2019 | Jul 12, 2019 | |
Hamel Associates Inc | 21,155 | $3,578k | Jun 30, 2019 | Aug 5, 2019 | |
American Money Management LLC | 20,629 | $3,489k | Jun 30, 2019 | Aug 12, 2019 | |
KLCM Advisors Inc | 20,167 | $3,410k | Jun 30, 2019 | Aug 15, 2019 | |
The Mathes Company Inc | 20,122 | $3,403k | Jun 30, 2019 | Jul 29, 2019 | |
Pecaut & Co | 19,951 | $3,374k | Jun 30, 2019 | Aug 8, 2019 | |
Advanced Asset Management Advisors Inc | 19,800 | $3,348k | Jun 30, 2019 | Aug 2, 2019 | |
Cambridge Advisors Inc | 19,774 | $3,344k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 19,774 | $3,344k | Jun 30, 2019 | Jul 26, 2019 | |
Pring/Turner Capital Group Inc | 23,475 | $3,245k | Dec 31, 2018 | Feb 14, 2019 | |
Wendell David Associates Inc | 19,105 | $3,231k | Jun 30, 2019 | Jul 16, 2019 | |
The Bollard Group LLC | 18,748 | $3,170k | Jun 30, 2019 | Aug 13, 2019 | |
Benson Investment Management Company Inc | 18,720 | $3,166k | Jun 30, 2019 | Jul 11, 2019 | |
Marietta Investment Partners LLC | 18,526 | $3,133k | Jun 30, 2019 | Aug 13, 2019 | |
Stokes Capital Advisors LLC | 17,938 | $3,033k | Jun 30, 2019 | Jul 15, 2019 | |
Andesa Financial Management Inc | 17,656 | $2,985k | Jun 30, 2019 | Jul 30, 2019 | |
Broadleaf Partners LLC | 17,594 | $2,975k | Jun 30, 2019 | Jul 19, 2019 | |
The Northstar Group Inc | 17,358 | $2,935k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 17,358 | $2,935k | Jun 30, 2019 | Jul 12, 2019 | |
Hall Capital Management Company Inc | 17,118 | $2,895k | Jun 30, 2019 | Aug 14, 2019 | |
Cadinha & Co LLC | 16,676 | $2,820k | Jun 30, 2019 | Aug 9, 2019 | |
Harwood Advisory Group LLC | 16,185 | $2,737k | Jun 30, 2019 | Aug 7, 2019 | |
WEIK Capital Management Inc | 16,171 | $2,735k | Jun 30, 2019 | Aug 9, 2019 | |
North American Management Corp | 16,156 | $2,732k | Jun 30, 2019 | Jul 30, 2019 | |
Murphy Pohlad Asset Management LLC | 15,728 | $2,659k | Jun 30, 2019 | Aug 6, 2019 | |
Fernwood Investment Management LLC | 15,716 | $2,658k | Jun 30, 2019 | Aug 1, 2019 | |
Overbrook Management Corporation | 14,862 | $2,513k | Jun 30, 2019 | Aug 13, 2019 | |
Valicenti Advisory Services Inc | 14,810 | $2,505k | Jun 30, 2019 | Jul 17, 2019 | |
Telos Capital Management Inc | 14,758 | $2,496k | Jun 30, 2019 | Jul 19, 2019 | |
Independent Investors Inc | 14,200 | $2,401k | Jun 30, 2019 | Jul 18, 2019 | |
Biltmore Family Office LLC | 14,146 | $2,392k | Jun 30, 2019 | Jul 31, 2019 | |
Johanson Financial Advisors Inc | 14,115 | $2,382k | Jun 30, 2019 | Jul 29, 2019 | |
Oliver Luxxe Assets LLC | 13,945 | $2,365k | Jun 30, 2019 | Jul 10, 2019 | |
Exchange Capital Management Inc | 13,094 | $2,214k | Jun 30, 2019 | Jul 22, 2019 | |
Arjuna Capital LLC | 13,066 | $2,210k | Jun 30, 2019 | Aug 21, 2019 | |
AULL & Monroe Investment Management Corp | 13,044 | $2,205k | Jun 30, 2019 | Jul 29, 2019 | |
Drexel Morgan & Co | 12,998 | $2,198k | Jun 30, 2019 | Aug 8, 2019 | |
Aldebaran Financial Inc | 12,971 | $2,193k | Jun 30, 2019 | Aug 14, 2019 | |
Acadian Asset Management LLC | 12,607 | $2,133k | Jun 30, 2019 | Aug 8, 2019 | |
Cornerstone Investment Partners LLC | 12,615 | $2,133k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Partners LLC | 12,615 | $2,133k | Jun 30, 2019 | Jul 19, 2019 | |
Mitchell Capital Management Co | 12,582 | $2,128k | Jun 30, 2019 | Jul 24, 2019 | |
Beese Fulmer Investment Management Inc | 12,048 | $2,037k | Jun 30, 2019 | Jul 5, 2019 | |
Motley FOOL Asset Management LLC | 11,878 | $2,009k | Jun 30, 2019 | Aug 14, 2019 | |
OFI Advisors LLC | 22,697 | $2,007k | Sep 30, 2015 | Nov 16, 2015 | |
Cottage Street Advisors LLC | 11,500 | $1,945k | Jun 30, 2019 | Aug 2, 2019 | |
Plancorp LLC | 11,477 | $1,941k | Jun 30, 2019 | Aug 13, 2019 | |
SPC Financial Inc | 11,436 | $1,934k | Jun 30, 2019 | Aug 1, 2019 | |
Cornell Pochily Investment Advisors Inc | 11,433 | $1,933k | Jun 30, 2019 | Jul 22, 2019 | |
Hammer Asset Management LLC | 11,148 | $1,885k | Jun 30, 2019 | Aug 6, 2019 | |
Wilkins Investment Counsel Inc | 10,925 | $1,848k | Jun 30, 2019 | Aug 9, 2019 | |
Ascension Asset Management LLC | 10,810 | $1,828k | Jun 30, 2019 | Jul 23, 2019 | |
Auxier Asset Management LLC | 10,709 | $1,811k | Jun 30, 2019 | Aug 15, 2019 | |
Baldwin Investment Management LLC | 10,601 | $1,793k | Jun 30, 2019 | Aug 6, 2019 | |
Howard Capital Management Inc | 10,025 | $1,695k | Jun 30, 2019 | Jul 24, 2019 | |
Mount Yale Investment Advisors LLC | 9,997 | $1,669k | Jun 30, 2019 | Aug 13, 2019 | |
East Coast Asset Management LLC | 9,631 | $1,629k | Jun 30, 2019 | Aug 14, 2019 | |
West Branch Capital LLC | 9,555 | $1,616k | Jun 30, 2019 | Aug 5, 2019 | |
Connecticut Wealth Management LLC | 9,345 | $1,580k | Jun 30, 2019 | Jul 29, 2019 | |
Marble Harbor Investment Counsel LLC | 9,160 | $1,549k | Jun 30, 2019 | Aug 7, 2019 | |
Bruderman Asset Management LLC | 8,348 | $1,412k | Jun 30, 2019 | Aug 12, 2019 | |
Clear Perspective Advisors LLC | 8,280 | $1,400k | Jun 30, 2019 | Aug 12, 2019 | |
Quantum Capital Management LLC | 8,021 | $1,356k | Jun 30, 2019 | Aug 14, 2019 | |
Kempner Capital Management Inc | 7,860 | $1,329k | Jun 30, 2019 | Jul 8, 2019 | |
Shoker Investment Counsel Inc | 7,653 | $1,294k | Jun 30, 2019 | Aug 9, 2019 | |
BTR Capital Management Inc | 7,120 | $1,204k | Jun 30, 2019 | Jul 18, 2019 | |
Bouchey Financial Group Ltd | 6,994 | $1,183k | Jun 30, 2019 | Jul 11, 2019 | |
Modera Wealth Management LLC | 6,907 | $1,168k | Jun 30, 2019 | Aug 7, 2019 | |
Midwest Professional Planners Ltd | 6,824 | $1,154k | Jun 30, 2019 | Aug 12, 2019 | |
Ruane Cunniff & Goldfarb LP | 6,731 | $1,138k | Jun 30, 2019 | Aug 14, 2019 | |
Summit Asset Management LLC | 6,722 | $1,137k | Jun 30, 2019 | Aug 7, 2019 | |
Hutner Capital Management Inc | 6,719 | $1,136k | Jun 30, 2019 | Aug 7, 2019 | |
LOWE Brockenbrough & Company Inc | 6,673 | $1,128k | Jun 30, 2019 | Aug 12, 2019 | |
Abbrea Capital LLC | 6,665 | $1,127k | Jun 30, 2019 | Jul 31, 2019 | |
Rossmore Private Capital LLC | 6,543 | $1,106k | Jun 30, 2019 | Aug 5, 2019 | |
ARS Investment Partners LLC | 6,535 | $1,105k | Jun 30, 2019 | Aug 12, 2019 | |
Wellesley Investment Partners LLC | 6,531 | $1,104k | Jun 30, 2019 | Aug 5, 2019 | |
The Fiduciary Group LLC | 6,492 | $1,098k | Jun 30, 2019 | Aug 14, 2019 | |
Middleton & Company Inc | 6,463 | $1,093k | Jun 30, 2019 | Jul 25, 2019 | |
NEXT Century Growth Investors LLC | 6,117 | $1,034k | Jun 30, 2019 | Aug 14, 2019 | |
Cobiz Wealth LLC | 5,991 | $1,013k | Jun 30, 2019 | Jul 8, 2019 | |
KMS Financial Services Inc | 9,324 | $1,011k | Sep 30, 2014 | Nov 17, 2014 | |
Violich Capital Management | 5,943 | $1,005k | Jun 30, 2019 | Jul 22, 2019 | |
Family Legacy Inc | 5,843 | $988k | Jun 30, 2019 | Jul 25, 2019 | |
Eagle Ridge Investment Management LLC | 5,803 | $981k | Jun 30, 2019 | Aug 1, 2019 | |
Golub Group LLC | 5,588 | $945k | Jun 30, 2019 | Aug 13, 2019 | |
Peak Asset Management LLC | 5,577 | $943k | Jun 30, 2019 | Aug 15, 2019 | |
First Pacific Advisors LP | 5,500 | $930k | Jun 30, 2019 | Aug 14, 2019 | |
Hamilton Point Investment Advisors LLC | 5,443 | $920k | Jun 30, 2019 | Jul 18, 2019 | |
FFCM LLC | 5,411 | $915k | Jun 30, 2019 | Jul 30, 2019 | |
Haverford Financial Services Inc | 5,392 | $912k | Jun 30, 2019 | Aug 13, 2019 | |
Conestoga Capital Advisors LLC | 5,332 | $902k | Jun 30, 2019 | Aug 2, 2019 | |
Bigsur Wealth Management LLC | 5,100 | $875k | Jun 30, 2019 | Jul 5, 2019 | |
New England Research & Management Inc | 5,167 | $874k | Jun 30, 2019 | Jul 9, 2019 | |
Wealthstreet Investment Advisors LLC | 5,165 | $873k | Jun 30, 2019 | Jul 16, 2019 | |
Isthmus Partners LLC | 5,158 | $872k | Jun 30, 2019 | Aug 9, 2019 | |
Northstar Asset Management LLC | 5,137 | $869k | Jun 30, 2019 | Jul 16, 2019 | |
Trust & Investment Advisors Inc | 5,120 | $866k | Jun 30, 2019 | Jul 30, 2019 | |
Private Advisors LLC | 5,120 | $866k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Financial Inc | 5,120 | $866k | Jun 30, 2019 | Jul 30, 2019 | |
The Financial Advisors LLC | 5,120 | $866k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors Inc | 5,120 | $866k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors LLC | 5,120 | $866k | Jun 30, 2019 | Jul 30, 2019 | |
Osterweis Capital Management Inc | 5,083 | $860k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management LLC | 5,083 | $860k | Jun 30, 2019 | Aug 14, 2019 | |
Aristotle Capital Management LLC | 5,052 | $854k | Jun 30, 2019 | Aug 14, 2019 | |
Northwest Wealth Management LLC | 5,041 | $852k | Jun 30, 2019 | Jul 23, 2019 | |
Arnhold LLC | 5,000 | $846k | Jun 30, 2019 | Aug 8, 2019 | |
Symphony Asset Management LLC | 4,862 | $822k | Jun 30, 2019 | Aug 14, 2019 | |
Pratt Collard Advisory Partners LLC | 4,831 | $817k | Jun 30, 2019 | Jul 16, 2019 | |
ELM Advisors LLC | 4,802 | $812k | Jun 30, 2019 | Jul 3, 2019 | |
Ativo Capital Management LLC | 4,745 | $802k | Jun 30, 2019 | Aug 14, 2019 | |
Torch Wealth Management LLC | 4,695 | $794k | Jun 30, 2019 | Aug 2, 2019 | |
Altfest L J & Co Inc | 4,670 | $790k | Jun 30, 2019 | Jul 15, 2019 | |
Stearns Financial Services Group Inc | 4,572 | $773k | Jun 30, 2019 | Aug 14, 2019 | |
KCS Wealth Advisory LLC | 4,465 | $755k | Jun 30, 2019 | Jul 29, 2019 | |
Tower VIEW Investment Management & Research LLC | 4,453 | $753k | Jun 30, 2019 | Jul 17, 2019 | |
GM Advisory Group Inc | 4,443 | $751k | Jun 30, 2019 | Aug 9, 2019 | |
Mengis Capital Management Inc | 4,380 | $740k | Jun 30, 2019 | Jul 18, 2019 | |
Sunbelt Securities Inc | 4,332 | $733k | Jun 30, 2019 | Aug 1, 2019 | |
Guardian Capital Advisors LP | 4,225 | $725k | Jun 30, 2019 | Aug 14, 2019 | |
Ballast Inc | 4,207 | $711k | Jun 30, 2019 | Jul 26, 2019 | |
Abner Herrman & Brock LLC | 4,180 | $707k | Jun 30, 2019 | Jul 19, 2019 | |
Private Vista LLC | 4,101 | $697k | Jun 30, 2019 | Jul 19, 2019 | |
Caxton Associates LP | 4,079 | $690k | Jun 30, 2019 | Aug 14, 2019 | |
Campbell & Company Investment Adviser LLC | 4,011 | $678k | Jun 30, 2019 | Jul 10, 2019 | |
DOCK Street Asset Management Inc | 4,000 | $676k | Jun 30, 2019 | Jul 31, 2019 | |
The Family FIRM Inc | 3,990 | $675k | Jun 30, 2019 | Aug 6, 2019 | |
Waters Parkerson & Co LLC | 3,962 | $670k | Jun 30, 2019 | Aug 6, 2019 | |
Montag & Caldwell LLC | 3,931 | $665k | Jun 30, 2019 | Aug 1, 2019 | |
AFT Forsyth and Company Inc | 3,904 | $660k | Jun 30, 2019 | Jul 29, 2019 | |
Curbstone Financial Management Corporation | 3,886 | $657k | Jun 30, 2019 | Jul 9, 2019 | |
Triangle Securities Wealth Management | 3,795 | $644k | Jun 30, 2019 | Jul 10, 2019 | |
Private Wealth Advisors Inc | 3,803 | $643k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 3,803 | $643k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 3,803 | $643k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 3,803 | $643k | Jun 30, 2019 | Aug 7, 2019 | |
Cornerstone Advisory LLC | 3,752 | $635k | Jun 30, 2019 | Aug 8, 2019 | |
Brown Capital Management LLC | 3,694 | $625k | Jun 30, 2019 | Aug 13, 2019 | |
Weybosset Research & Management LLC | 3,650 | $617k | Jun 30, 2019 | Jul 22, 2019 | |
Lucia Wealth Services LLC | 3,623 | $613k | Jun 30, 2019 | Jul 23, 2019 | |
ELCO Management Company LLC | 3,604 | $609k | Jun 30, 2019 | Aug 1, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 3,585 | $606k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Wealth Partners LLC | 3,557 | $602k | Jun 30, 2019 | Aug 15, 2019 | |
ZWJ Investment Counsel Inc | 3,509 | $593k | Jun 30, 2019 | Jul 24, 2019 | |
REDW Stanley Financial Advisors LLC | 3,487 | $590k | Jun 30, 2019 | Aug 9, 2019 | |
Meristem Family Wealth LLC | 3,475 | $588k | Jun 30, 2019 | Aug 6, 2019 | |
Alphastar Capital Management LLC | 3,467 | $586k | Jun 30, 2019 | Aug 14, 2019 | |
Foster Dykema Cabot & Co Incorporated | 3,453 | $584k | Jun 30, 2019 | Aug 6, 2019 | |
van Strum & Towne Inc | 3,437 | $581k | Jun 30, 2019 | Aug 12, 2019 | |
Spectrum Management Group Inc | 3,409 | $576k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 3,409 | $576k | Jun 30, 2019 | Aug 2, 2019 | |
Alexandria Capital LLC | 3,366 | $569k | Jun 30, 2019 | Aug 12, 2019 | |
Dedora Capital Inc | 3,311 | $560k | Jun 30, 2019 | Aug 8, 2019 | |
DAVY Asset Management Limited | 3,288 | $556k | Jun 30, 2019 | Jul 19, 2019 | |
LLBH Private Wealth Management LLC | 3,203 | $542k | Jun 30, 2019 | Aug 13, 2019 | |
Copperwynd Financial LLC | 3,143 | $532k | Jun 30, 2019 | Aug 7, 2019 | |
RAAB & Moskowitz Asset Management LLC | 3,079 | $520k | Jun 30, 2019 | Aug 9, 2019 | |
New Vernon Investment Management LLC | 2,985 | $505k | Jun 30, 2019 | Aug 14, 2019 | |
Thomas Story and SON LLC | 2,925 | $495k | Jun 30, 2019 | Jul 29, 2019 | |
Apriem Advisors | 2,846 | $481k | Jun 30, 2019 | Aug 14, 2019 | |
Beach Investment Management LLC | 2,800 | $474k | Jun 30, 2019 | Jul 17, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 2,792 | $472k | Jun 30, 2019 | Jul 15, 2019 | |
Kingfisher Capital LLC | 2,789 | $472k | Jun 30, 2019 | Aug 14, 2019 | |
Ausdal Financial Partners Inc | 2,599 | $466k | Jun 30, 2019 | Aug 5, 2019 | |
Brookmont Capital Management LLC | 2,758 | $466k | Jun 30, 2019 | Jul 18, 2019 | |
American Financial Network Advisory Services LLC | 2,783 | $462k | Jun 30, 2019 | Aug 9, 2019 | |
Congress Park Capital LLC | 2,627 | $458k | Jun 30, 2019 | Aug 2, 2019 | |
FORT Point Capital Partners LLC | 2,704 | $457k | Jun 30, 2019 | Aug 9, 2019 | |
Nicholas Hoffman & Company LLC | 2,698 | $456k | Jun 30, 2019 | Aug 12, 2019 | |
IMS Capital Management Inc | 2,660 | $450k | Jun 30, 2019 | Aug 14, 2019 | |
Traynor Capital Management Inc | 2,626 | $450k | Jun 30, 2019 | Jul 26, 2019 | |
America First Investment Advisors LLC | 2,606 | $441k | Jun 30, 2019 | Jul 29, 2019 | |
Pettee Investors Inc | 2,600 | $440k | Jun 30, 2019 | Aug 7, 2019 | |
SAND Hill Global Advisors LLC | 2,598 | $439k | Jun 30, 2019 | Aug 13, 2019 | |
CIM LLC | 2,563 | $433k | Jun 30, 2019 | Jul 22, 2019 | |
Brightworth LLC | 2,517 | $426k | Jun 30, 2019 | Jul 31, 2019 | |
Buckley Wealth Management LLC | 2,515 | $425k | Jun 30, 2019 | Jul 19, 2019 | |
Cfo4Life Group LLC | 2,434 | $412k | Jun 30, 2019 | Jul 29, 2019 | |
Granite Group Advisors LLC | 2,405 | $407k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 2,405 | $407k | Jun 30, 2019 | Jul 23, 2019 | |
Coyle Financial Counsel LLC | 2,392 | $405k | Jun 30, 2019 | Aug 13, 2019 | |
Tufton Capital Management LLC | 2,400 | $405k | Jun 30, 2019 | Jul 26, 2019 | |
Harvey Investment Company LLC | 2,363 | $400k | Jun 30, 2019 | Jul 16, 2019 | |
RNC Capital Management LLC | 2,316 | $392k | Jun 30, 2019 | Jul 25, 2019 | |
Aries Wealth Management LLC | 2,300 | $391k | Jun 30, 2019 | Jul 15, 2019 | |
Carlson Capital Management LLC | 2,288 | $387k | Jun 30, 2019 | Jul 15, 2019 | |
California Capital Advisors Inc | 2,283 | $386k | Jun 30, 2019 | Jul 15, 2019 | |
Terra NOVA Asset Management LLC | 2,786 | $385k | Dec 31, 2018 | Feb 15, 2019 | |
Stewardship Financial Advisors LLC | 2,275 | $385k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 2,275 | $385k | Jun 30, 2019 | Aug 12, 2019 | |
Baring International Investment Ltd | 3,748 | $374k | Jun 30, 2014 | Jul 21, 2014 | |
Salem Capital Management Inc | 2,200 | $372k | Jun 30, 2019 | Jul 9, 2019 | |
Janney Capital Management LLC | 2,199 | $372k | Jun 30, 2019 | Jul 29, 2019 | |
Northstar Investment Advisors LLC | 2,170 | $367k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 2,170 | $367k | Jun 30, 2019 | Jul 17, 2019 | |
KJ Harrison & Partners USA Inc | 2,066 | $349k | Jun 30, 2019 | Aug 5, 2019 | |
Greenhaven Associates Inc | 2,032 | $344k | Jun 30, 2019 | Aug 7, 2019 | |
Woodstock Corporation | 2,020 | $342k | Jun 30, 2019 | Jul 3, 2019 | |
Lehman Financial Resources Inc | 2,104 | $342k | Sep 30, 2018 | Nov 14, 2018 | |
Armbruster Capital Management Inc | 2,000 | $338k | Jun 30, 2019 | Jul 18, 2019 | |
Atalanta Sosnoff Capital LLC | 1,975 | $334k | Jun 30, 2019 | Jul 15, 2019 | |
Successful Portfolios LLC | 1,948 | $329k | Jun 30, 2019 | Jul 11, 2019 | |
LVW Advisors LLC | 1,943 | $329k | Jun 30, 2019 | Aug 14, 2019 | |
Lourd Capital LLC | 1,937 | $328k | Jun 30, 2019 | Jul 11, 2019 | |
Accuvest Global Advisors | 1,924 | $325k | Jun 30, 2019 | Jul 17, 2019 | |
Wells Trecaso Financial Group LLC | 1,866 | $316k | Jun 30, 2019 | Jul 22, 2019 | |
United Asset Strategies Inc | 1,865 | $315k | Jun 30, 2019 | Jul 31, 2019 | |
BSW Wealth Partners LLC | 1,851 | $313k | Jun 30, 2019 | Aug 13, 2019 | |
SVA Plumb Wealth Management LLC | 1,851 | $313k | Jun 30, 2019 | Aug 13, 2019 | |
Taurus Asset Management LLC | 1,835 | $310k | Jun 30, 2019 | Aug 14, 2019 | |
Macroview Investment Management LLC | 1,816 | $307k | Jun 30, 2019 | Jul 23, 2019 | |
Carderock Capital Management Inc | 1,785 | $302k | Jun 30, 2019 | Jul 15, 2019 | |
Intersect Capital LLC | 1,760 | $298k | Jun 30, 2019 | Aug 9, 2019 | |
Interocean Capital LLC | 1,753 | $296k | Jun 30, 2019 | Aug 13, 2019 | |
Affiance Financial LLC | 1,747 | $295k | Jun 30, 2019 | Jul 11, 2019 | |
Searle & Co | 1,733 | $293k | Jun 30, 2019 | Jul 17, 2019 | |
Summit Financial Wealth Advisors LLC | 1,730 | $293k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 1,730 | $293k | Jun 30, 2019 | Jul 16, 2019 | |
Gardner Russo & Gardner LLC | 1,700 | $287k | Jun 30, 2019 | Aug 13, 2019 | |
DSC Advisors LP | 1,689 | $286k | Jun 30, 2019 | Aug 14, 2019 | |
Fairview Capital Investment Management LLC | 1,681 | $284k | Jun 30, 2019 | Aug 14, 2019 | |
Acorn Wealth Advisors LLC | 1,637 | $277k | Jun 30, 2019 | Aug 14, 2019 | |
Eubel Brady & Suttman Asset Management Inc | 1,631 | $276k | Jun 30, 2019 | Aug 12, 2019 | |
Fenimore Asset Management Inc | 1,629 | $275k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Financial Group Inc | 1,620 | $274k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 1,620 | $274k | Jun 30, 2019 | Jul 3, 2019 | |
Sippican Capital Advisors LLC | 1,580 | $267k | Jun 30, 2019 | Jul 17, 2019 | |
Meridian Investment Counsel Inc | 1,543 | $261k | Jun 30, 2019 | Aug 13, 2019 | |
Highland Private Wealth Management | 1,532 | $259k | Jun 30, 2019 | Aug 13, 2019 | |
Hunter Associates Investment Management LLC | 1,525 | $258k | Jun 30, 2019 | Aug 8, 2019 | |
Paulson Wealth Management Inc | 1,487 | $258k | Jun 30, 2019 | Jul 30, 2019 | |
Capital Wealth Management LLC | 1,520 | $257k | Jun 30, 2019 | Aug 12, 2019 | |
SRB Corporation | 1,443 | $244k | Jun 30, 2019 | Aug 14, 2019 | |
Blue CHIP Wealth Management Inc | 1,442 | $244k | Jun 30, 2019 | Aug 13, 2019 | |
Lyell Wealth Management LP | 1,419 | $240k | Jun 30, 2019 | Aug 1, 2019 | |
GHP Investment Advisors Inc | 1,397 | $236k | Jun 30, 2019 | Aug 2, 2019 | |
Lexaurum Advisors LLC | 1,374 | $232k | Jun 30, 2019 | Jul 19, 2019 | |
Legacy Capital Partners Inc | 1,364 | $231k | Jun 30, 2019 | Jul 16, 2019 | |
Windsor Capital Management LLC | 1,364 | $230k | Jun 30, 2019 | Aug 2, 2019 | |
Vision Capital Management Inc | 1,353 | $229k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 1,353 | $229k | Jun 30, 2019 | Jul 29, 2019 | |
Wealth Alliance Advisory Group LLC | 1,317 | $227k | Jun 30, 2019 | Jul 17, 2019 | |
SFMG LLC | 1,287 | $224k | Jun 30, 2019 | Aug 5, 2019 | |
Oak Asset Management LLC | 1,292 | $224k | Jun 30, 2019 | Jul 25, 2019 | |
Southeast Asset Advisors Inc | 1,255 | $212k | Jun 30, 2019 | Aug 14, 2019 | |
Argent Capital Management LLC | 1,251 | $212k | Jun 30, 2019 | Aug 15, 2019 | |
Alesco Advisors LLC | 1,256 | $212k | Jun 30, 2019 | Aug 14, 2019 | |
MANA Advisors LLC | 1,218 | $206k | Jun 30, 2019 | Aug 14, 2019 | |
MRAZ Amerine & Associates Inc | 1,211 | $205k | Jun 30, 2019 | Aug 2, 2019 | |
Aureus Asset Management LLC | 1,208 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
Malaga COVE Capital LLC | 1,200 | $203k | Jun 30, 2019 | Aug 14, 2019 | |
DT Investment Partners LLC | 1,200 | $203k | Jun 30, 2019 | Jul 30, 2019 | |
Whitebox Advisors LLC | 1,189 | $201k | Jun 30, 2019 | Aug 14, 2019 | |
Port Capital LLC | 1,186 | $201k | Jun 30, 2019 | Aug 14, 2019 | |
Brand Asset Management Group Inc | 1,045 | $177k | Jun 30, 2019 | Jul 24, 2019 | |
West Oak Capital LLC | 945 | $160k | Jun 30, 2019 | Jul 12, 2019 | |
Westport Asset Management Inc | 800 | $135k | Jun 30, 2019 | Aug 9, 2019 | |
Acropolis Investment Management LLC | 800 | $135k | Jun 30, 2019 | Jul 11, 2019 | |
Transamerica Financial Advisors Inc | 179 | $31k | Jun 30, 2019 | Aug 21, 2019 | |
Avondale Wealth Management LLC | 144 | $24k | Jun 30, 2019 | Jul 26, 2019 | |
BRAY Capital Advisors LLC | 112 | $19k | Jun 30, 2019 | Jul 29, 2019 | |
Investment Counselors of Maryland LLC | 100 | $17k | Jun 30, 2019 | Aug 5, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 24 | $4k | Jun 30, 2019 | Aug 14, 2019 | |
Private Wealth Partners LLC | 3,000 | $2k | Put | Jun 30, 2019 | Aug 6, 2019 |
and Wealth Partners LLC | 3,000 | $2k | Put | Jun 30, 2019 | Aug 6, 2019 |
Independent Advisor Alliance LLC | 1,702 | $0k | Jun 30, 2019 | Aug 12, 2019 |