UNITEDHEALTH GRP INC
(91324P102)
Relatórios de fundos UNITEDHEALTH GRP INC de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| Westend Advisors LLC | 136,312 | $33,261,491k | Jun 30, 2019 | Jul 23, 2019 | |
| Cantab Capital Partners LLP | 17,524 | $3,432,000k | Sep 30, 2017 | Nov 14, 2017 | |
| GS Investments Inc | 9,516 | $2,321,999k | Jun 30, 2019 | Aug 9, 2019 | |
| Sanders Capital LLC | 4,626,666 | $1,255,689k | Jun 30, 2019 | Jul 23, 2019 | |
| Viking Global Investors LP | 4,812,185 | $1,174,221k | Jun 30, 2019 | Aug 14, 2019 | |
| Lone Pine Capital LLC | 3,772,254 | $920,468k | Jun 30, 2019 | Aug 14, 2019 | |
| Longview Partners Guernsey Limited | 3,752,630 | $915,679k | Jun 30, 2019 | Aug 13, 2019 | |
| Veritas Asset Management LLP | 2,473,097 | $603,460k | Jun 30, 2019 | Aug 8, 2019 | |
| Vontobel Asset Management Inc | 2,195,071 | $553,090k | Jun 30, 2019 | Aug 14, 2019 | |
| Jackson Square Partners LLC | 2,019,113 | $492,683k | Jun 30, 2019 | Aug 14, 2019 | |
| Jensen Investment Management Inc | 1,817,289 | $443,437k | Jun 30, 2019 | Aug 2, 2019 | |
| GQG Partners LLC | 1,815,418 | $442,648k | Jun 30, 2019 | Aug 14, 2019 | |
| Investec Asset Management Limited | 1,295,486 | $316,112k | Jun 30, 2019 | Jul 30, 2019 | |
| Provident Trust Company | 1,039,951 | $253,758k | Jun 30, 2019 | Aug 1, 2019 | |
| Santa Barbara Asset Management LLC | 946,540 | $234,041k | Mar 31, 2019 | May 14, 2019 | |
| Route One Investment Company LP | 923,000 | $225,221k | Jun 30, 2019 | Aug 14, 2019 | |
| COHO Partners Ltd | 772,156 | $188,414k | Jun 30, 2019 | Aug 8, 2019 | |
| Abrams Bison Investments LLC | 767,000 | $187,156k | Jun 30, 2019 | Aug 14, 2019 | |
| Glenview Capital Management LLC | 726,468 | $177,265k | Jun 30, 2019 | Aug 14, 2019 | |
| Focused Investors LLC | 627,900 | $153,214k | Jun 30, 2019 | Jul 16, 2019 | |
| Rock Springs Capital Management LP | 591,000 | $144,210k | Jun 30, 2019 | Aug 14, 2019 | |
| Allen Investment Management LLC | 547,537 | $133,605k | Jun 30, 2019 | Aug 12, 2019 | |
| Healthcor Management LP | 397,440 | $96,979k | Jun 30, 2019 | Aug 14, 2019 | |
| Montag & Caldwell LLC | 363,574 | $88,715k | Jun 30, 2019 | Aug 1, 2019 | |
| First Manhattan Co | 347,588 | $84,814k | Jun 30, 2019 | Aug 16, 2019 | |
| Appaloosa LP | 335,000 | $81,743k | Jun 30, 2019 | Aug 14, 2019 | |
| Tekla Capital Management LLC | 324,133 | $79,092k | Jun 30, 2019 | Aug 14, 2019 | |
| LGT Capital Partners USA Inc | 302,800 | $73,886k | Jun 30, 2019 | Jul 10, 2019 | |
| 1919 Investment Counsel LLC | 684,603 | $59,048k | Sep 30, 2014 | Nov 14, 2014 | |
| Marsico Capital Management LLC | 216,780 | $52,896k | Jun 30, 2019 | Aug 14, 2019 | |
| Egerton Capital UK LLP | 194,003 | $47,339k | Jun 30, 2019 | Aug 13, 2019 | |
| Riverbridge Partners LLC | 179,619 | $43,829k | Jun 30, 2019 | Jul 10, 2019 | |
| Bristol Gate Capital Partners Inc | 156,274 | $38,130k | Jun 30, 2019 | Aug 14, 2019 | |
| Pentwater Capital Management LP | 153,000 | $37,334k | Jun 30, 2019 | Aug 14, 2019 | |
| Sawgrass Asset Management LLC | 150,772 | $36,790k | Jun 30, 2019 | Jul 23, 2019 | |
| Redmile Group LLC | 141,901 | $34,625k | Jun 30, 2019 | Aug 14, 2019 | |
| Dupont Capital Management Corp | 141,383 | $34,499k | Jun 30, 2019 | Jul 30, 2019 | |
| Atalanta Sosnoff Capital LLC | 125,099 | $30,525k | Jun 30, 2019 | Jul 15, 2019 | |
| Cooke & Bieler LP | 114,000 | $27,817k | Jun 30, 2019 | Aug 12, 2019 | |
| Adams Diversified Equity Fund Inc | 108,800 | $26,548k | Jun 30, 2019 | Jul 29, 2019 | |
| Incline Global Management LLC | 106,102 | $25,890k | Jun 30, 2019 | Aug 14, 2019 | |
| Sands Capital Management LLC | 105,488 | $25,740k | Jun 30, 2019 | Aug 14, 2019 | |
| Hoplite Capital Management LP | 101,648 | $24,803k | Jun 30, 2019 | Aug 14, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 93,590 | $22,837k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacer Advisors Inc | 93,239 | $22,751k | Jun 30, 2019 | Aug 12, 2019 | |
| Auxier Asset Management LLC | 88,874 | $21,686k | Jun 30, 2019 | Aug 15, 2019 | |
| RAUB Brock Capital Management LP | 80,935 | $19,749k | Jun 30, 2019 | Jul 23, 2019 | |
| The Roosevelt Investment Group Inc | 79,420 | $19,379k | Jun 30, 2019 | Aug 8, 2019 | |
| Bowen Hanes & Co Inc | 75,173 | $18,343k | Jun 30, 2019 | Aug 13, 2019 | |
| Eagle Ridge Investment Management LLC | 71,633 | $17,479k | Jun 30, 2019 | Aug 1, 2019 | |
| Marco Investment Management LLC | 67,782 | $16,539k | Jun 30, 2019 | Aug 6, 2019 | |
| Cohen Capital Management Inc | 66,114 | $16,132k | Jun 30, 2019 | Aug 7, 2019 | |
| Nippon Life Global Investors Americas Inc | 63,600 | $15,519k | Jun 30, 2019 | Jul 23, 2019 | |
| Summit Partners Public Asset Management LLC | 62,754 | $15,313k | Jun 30, 2019 | Aug 14, 2019 | |
| Minneapolis Portfolio Management Group LLC | 61,582 | $15,027k | Jun 30, 2019 | Aug 2, 2019 | |
| Partner Fund Management LP | 61,321 | $14,963k | Jun 30, 2019 | Aug 14, 2019 | |
| Sustainable Growth Advisers LP | 60,683 | $14,807k | Jun 30, 2019 | Aug 12, 2019 | |
| Badgley Phelps and Bell Inc | 59,507 | $14,520k | Jun 30, 2019 | Jul 30, 2019 | |
| Main Street Research LLC | 58,250 | $14,214k | Jun 30, 2019 | Aug 8, 2019 | |
| Tocqueville Asset Management LP | 57,931 | $14,136k | Jun 30, 2019 | Jul 31, 2019 | |
| Vestor Capital LLC | 57,243 | $13,968k | Jun 30, 2019 | Aug 6, 2019 | |
| Zweig-Dimenna Associates LLC | 56,415 | $13,766k | Jun 30, 2019 | Jul 10, 2019 | |
| Kingdon Capital Management LLC | 55,312 | $13,497k | Jun 30, 2019 | Aug 14, 2019 | |
| Abner Herrman & Brock LLC | 54,035 | $13,185k | Jun 30, 2019 | Jul 19, 2019 | |
| QS Investors LLC | 53,780 | $13,123k | Jun 30, 2019 | Aug 14, 2019 | |
| Riverpark Capital Management LLC | 50,956 | $12,434k | Jun 30, 2019 | Aug 13, 2019 | |
| Callahan Advisors LLC | 50,476 | $12,317k | Jun 30, 2019 | Jul 17, 2019 | |
| Sentry Investment Management LLC | 47,912 | $11,691k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 47,912 | $11,691k | Jun 30, 2019 | Aug 12, 2019 | |
| Greystone Managed Investments Inc | 47,759 | $11,654k | Jun 30, 2019 | Jul 23, 2019 | |
| Haverford Financial Services Inc | 46,940 | $11,454k | Jun 30, 2019 | Aug 13, 2019 | |
| OFI Advisors LLC | 98,370 | $11,412k | Sep 30, 2015 | Nov 16, 2015 | |
| Decatur Capital Management Inc | 45,870 | $11,193k | Jun 30, 2019 | Jul 24, 2019 | |
| Origin Asset Management LLP | 45,657 | $11,141k | Jun 30, 2019 | Aug 9, 2019 | |
| Quest Investment Management LLC | 44,857 | $10,946k | Jun 30, 2019 | Aug 13, 2019 | |
| The Leuthold Group LLC | 42,764 | $10,435k | Jun 30, 2019 | Aug 14, 2019 | |
| CCM Investment Advisers LLC | 42,010 | $10,250k | Jun 30, 2019 | Aug 5, 2019 | |
| Middleton & Company Inc | 38,133 | $9,305k | Jun 30, 2019 | Jul 25, 2019 | |
| Torray LLC | 36,643 | $8,941k | Jun 30, 2019 | Aug 8, 2019 | |
| Hardman Johnston Global Advisors LLC | 36,620 | $8,936k | Jun 30, 2019 | Aug 5, 2019 | |
| California Capital Advisors Inc | 35,652 | $8,699k | Jun 30, 2019 | Jul 15, 2019 | |
| Newfocus Financial Group LLC | 33,850 | $8,260k | Jun 30, 2019 | Jul 23, 2019 | |
| BTR Capital Management Inc | 33,783 | $8,243k | Jun 30, 2019 | Jul 18, 2019 | |
| Daiwa SB Investments Ltd | 32,920 | $8,140k | Mar 31, 2019 | Apr 18, 2019 | |
| Affinity Investment Advisors LLC | 33,260 | $8,116k | Jun 30, 2019 | Aug 8, 2019 | |
| LOWE Brockenbrough & Company Inc | 32,766 | $7,995k | Jun 30, 2019 | Aug 12, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 32,738 | $7,990k | Jun 30, 2019 | Aug 14, 2019 | |
| Wallington Asset Management LLC | 32,330 | $7,889k | Jun 30, 2019 | Aug 13, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 31,685 | $7,731k | Jun 30, 2019 | Jul 25, 2019 | |
| Bridgecreek Investment Management LLC | 31,170 | $7,606k | Jun 30, 2019 | Aug 14, 2019 | |
| Arnhold LLC | 30,770 | $7,508k | Jun 30, 2019 | Aug 8, 2019 | |
| Cobiz Wealth LLC | 30,712 | $7,494k | Jun 30, 2019 | Jul 8, 2019 | |
| Sivik Global Healthcare LLC | 30,000 | $7,320k | Jun 30, 2019 | Aug 14, 2019 | |
| Carlson Capital Management LLC | 29,680 | $7,242k | Jun 30, 2019 | Jul 15, 2019 | |
| SIO Capital Management LLC | 29,176 | $7,119k | Jun 30, 2019 | Aug 14, 2019 | |
| Olstein Capital Management LP | 28,000 | $6,832k | Jun 30, 2019 | Jul 31, 2019 | |
| Addenda Capital Inc | 26,490 | $6,465k | Jun 30, 2019 | Jul 12, 2019 | |
| Wespac Advisors Socal LLC | 26,358 | $6,431k | Jun 30, 2019 | Jul 30, 2019 | |
| Strategic Financial Services Inc | 26,208 | $6,395k | Jun 30, 2019 | Aug 13, 2019 | |
| Fulcrum Capital LLC | 25,070 | $6,117k | Jun 30, 2019 | Jul 29, 2019 | |
| Stanley Capital Management LLC | 24,980 | $6,095k | Jun 30, 2019 | Aug 14, 2019 | |
| Partners Capital Investment Group LLP | 24,925 | $6,082k | Jun 30, 2019 | Aug 12, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 24,868 | $6,068k | Jun 30, 2019 | Aug 9, 2019 | |
| Violich Capital Management | 24,165 | $5,897k | Jun 30, 2019 | Jul 22, 2019 | |
| Granite Group Advisors LLC | 23,477 | $5,729k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 23,477 | $5,729k | Jun 30, 2019 | Jul 23, 2019 | |
| Bridgewater Associates LP | 23,467 | $5,726k | Jun 30, 2019 | Aug 13, 2019 | |
| Sigma Investment Counselors Inc | 23,435 | $5,718k | Jun 30, 2019 | Jul 23, 2019 | |
| NBW Capital LLC | 23,300 | $5,685k | Jun 30, 2019 | Aug 5, 2019 | |
| Stralem & Company Incorporated | 22,345 | $5,452k | Jun 30, 2019 | Jul 16, 2019 | |
| EFG Asset Management Americas Corp | 21,874 | $5,425k | Jun 30, 2019 | Jul 9, 2019 | |
| Cubic Asset Management LLC | 21,875 | $5,338k | Jun 30, 2019 | Jul 29, 2019 | |
| Bronfman EL Rothschild LP | 18,658 | $4,553k | Jun 30, 2019 | Aug 12, 2019 | |
| Broadleaf Partners LLC | 18,364 | $4,481k | Jun 30, 2019 | Jul 19, 2019 | |
| Riverpark Advisors LLC | 17,839 | $4,353k | Jun 30, 2019 | Aug 13, 2019 | |
| SOL Capital Management Co | 17,804 | $4,344k | Jun 30, 2019 | Jul 17, 2019 | |
| Horizon Investment Services LLC | 17,085 | $4,169k | Jun 30, 2019 | Aug 13, 2019 | |
| Horizon Financial Services LLC | 17,085 | $4,169k | Jun 30, 2019 | Aug 13, 2019 | |
| Motley FOOL Asset Management LLC | 16,712 | $4,078k | Jun 30, 2019 | Aug 14, 2019 | |
| Morris Capital Advisors Inc | 16,395 | $4,001k | Jun 30, 2019 | Jul 15, 2019 | |
| Liberty Capital Management Inc | 16,200 | $3,953k | Jun 30, 2019 | Jul 15, 2019 | |
| Madison Investment Holdings Inc | 15,983 | $3,900k | Jun 30, 2019 | Aug 13, 2019 | |
| Capital Planning Advisors LLC | 15,955 | $3,893k | Jun 30, 2019 | Aug 9, 2019 | |
| Guardian Capital Advisors LP | 15,796 | $3,873k | Jun 30, 2019 | Aug 14, 2019 | |
| Harding Loevner LP | 15,621 | $3,812k | Jun 30, 2019 | Aug 14, 2019 | |
| Rothschild Capital Partners LLC | 15,521 | $3,787k | Jun 30, 2019 | Jul 17, 2019 | |
| RNC Capital Management LLC | 15,420 | $3,763k | Jun 30, 2019 | Jul 25, 2019 | |
| Spearhead Capital Advisors LLC | 15,269 | $3,726k | Jun 30, 2019 | Jul 17, 2019 | |
| Avalon Global Asset Management LLC | 15,000 | $3,660k | Jun 30, 2019 | Aug 14, 2019 | |
| Courage Capital Management LLC | 15,000 | $3,660k | Jun 30, 2019 | Aug 14, 2019 | |
| Bowie Capital Management LLC | 15,000 | $3,660k | Jun 30, 2019 | Aug 9, 2019 | |
| GHP Investment Advisors Inc | 14,533 | $3,546k | Jun 30, 2019 | Aug 2, 2019 | |
| Quadrant Capital Management LLC | 14,516 | $3,542k | Jun 30, 2019 | Aug 8, 2019 | |
| Westover Capital Advisors LLC | 14,360 | $3,504k | Jun 30, 2019 | Aug 13, 2019 | |
| Dorchester Wealth Management Company | 14,080 | $3,436k | Jun 30, 2019 | Jul 19, 2019 | |
| Palouse Capital Management Inc | 13,839 | $3,377k | Jun 30, 2019 | Aug 6, 2019 | |
| Acropolis Investment Management LLC | 13,588 | $3,316k | Jun 30, 2019 | Jul 11, 2019 | |
| Capital Impact Advisors LLC | 13,021 | $3,208k | Jun 30, 2019 | Jul 19, 2019 | |
| Monetta Financial Services Inc | 13,000 | $3,172k | Jun 30, 2019 | Aug 9, 2019 | |
| Blue FIN Capital Inc | 12,917 | $3,152k | Jun 30, 2019 | Jul 22, 2019 | |
| Accredited Investors Inc | 12,712 | $3,102k | Jun 30, 2019 | Aug 13, 2019 | |
| Jasper Ridge Partners LP | 12,375 | $3,020k | Jun 30, 2019 | Aug 9, 2019 | |
| Tealwood Asset Management Inc | 12,184 | $2,973k | Jun 30, 2019 | Aug 6, 2019 | |
| Ballast Inc | 12,063 | $2,943k | Jun 30, 2019 | Jul 26, 2019 | |
| Carderock Capital Management Inc | 12,026 | $2,934k | Jun 30, 2019 | Jul 15, 2019 | |
| Arjuna Capital LLC | 11,867 | $2,896k | Jun 30, 2019 | Aug 21, 2019 | |
| Cahaba Wealth Management Inc | 11,698 | $2,854k | Jun 30, 2019 | Jul 31, 2019 | |
| Benson Investment Management Company Inc | 11,675 | $2,849k | Jun 30, 2019 | Jul 11, 2019 | |
| KJ Harrison & Partners USA Inc | 11,500 | $2,806k | Jun 30, 2019 | Aug 5, 2019 | |
| Johanson Financial Advisors Inc | 11,233 | $2,749k | Jun 30, 2019 | Jul 29, 2019 | |
| Nikulski Financial Inc | 9,962 | $2,656k | Jun 30, 2019 | Jul 22, 2019 | |
| Murphy Pohlad Asset Management LLC | 10,487 | $2,558k | Jun 30, 2019 | Aug 6, 2019 | |
| DUFF & Phelps Investment Management Co | 10,450 | $2,550k | Jun 30, 2019 | Aug 2, 2019 | |
| Advanced Asset Management Advisors Inc | 10,400 | $2,538k | Jun 30, 2019 | Aug 2, 2019 | |
| WEIK Capital Management Inc | 10,088 | $2,462k | Jun 30, 2019 | Aug 9, 2019 | |
| Spears Abacus Advisors LLC | 9,964 | $2,431k | Jun 30, 2019 | Aug 9, 2019 | |
| Stokes Capital Advisors LLC | 9,950 | $2,428k | Jun 30, 2019 | Jul 15, 2019 | |
| Polaris Greystone Financial Group LLC | 9,961 | $2,417k | Jun 30, 2019 | Jul 25, 2019 | |
| Buckley Wealth Management LLC | 9,850 | $2,403k | Jun 30, 2019 | Jul 19, 2019 | |
| Legacy Capital Partners Inc | 9,681 | $2,362k | Jun 30, 2019 | Jul 16, 2019 | |
| Doliver Capital Advisors LP | 9,668 | $2,359k | Jun 30, 2019 | Jul 25, 2019 | |
| Blue CHIP Wealth Management Inc | 9,281 | $2,265k | Jun 30, 2019 | Aug 13, 2019 | |
| Altavista Wealth Management Inc | 9,234 | $2,253k | Jun 30, 2019 | Aug 13, 2019 | |
| Mitchell Capital Management Co | 8,910 | $2,174k | Jun 30, 2019 | Jul 24, 2019 | |
| Tower VIEW Investment Management & Research LLC | 8,869 | $2,164k | Jun 30, 2019 | Jul 17, 2019 | |
| Marietta Wealth Management LLC | 8,470 | $2,067k | Jun 30, 2019 | Aug 14, 2019 | |
| Lexaurum Advisors LLC | 8,437 | $2,059k | Jun 30, 2019 | Jul 19, 2019 | |
| Thompson Investment Management Inc | 8,432 | $2,057k | Jun 30, 2019 | Aug 7, 2019 | |
| Becker Capital Management Inc | 8,302 | $2,026k | Jun 30, 2019 | Aug 8, 2019 | |
| Altman Advisors Inc | 8,244 | $2,012k | Jun 30, 2019 | Jul 12, 2019 | |
| Lincoln Capital Corporation | 8,130 | $1,984k | Jun 30, 2019 | Jul 12, 2019 | |
| Lincoln Capital LLC | 8,130 | $1,984k | Jun 30, 2019 | Jul 12, 2019 | |
| Ativo Capital Management LLC | 8,088 | $1,974k | Jun 30, 2019 | Aug 14, 2019 | |
| Access Financial Services Inc | 7,951 | $1,940k | Jun 30, 2019 | Jul 24, 2019 | |
| LaSalle Street Capital Management LLC | 7,871 | $1,921k | Jun 30, 2019 | Aug 8, 2019 | |
| Dedora Capital Inc | 7,699 | $1,879k | Jun 30, 2019 | Aug 8, 2019 | |
| HCR Wealth Advisors | 7,696 | $1,878k | Jun 30, 2019 | Jul 25, 2019 | |
| Fagan Associates Inc | 7,687 | $1,876k | Jun 30, 2019 | Jul 12, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 7,649 | $1,866k | Jun 30, 2019 | Aug 9, 2019 | |
| Oarsman Capital Inc | 7,604 | $1,855k | Jun 30, 2019 | Aug 13, 2019 | |
| Trust & Investment Advisors Inc | 7,470 | $1,823k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Advisors LLC | 7,470 | $1,823k | Jun 30, 2019 | Jul 30, 2019 | |
| Advisors Financial Inc | 7,470 | $1,823k | Jun 30, 2019 | Jul 30, 2019 | |
| The Financial Advisors LLC | 7,470 | $1,823k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors Inc | 7,470 | $1,823k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors LLC | 7,470 | $1,823k | Jun 30, 2019 | Jul 30, 2019 | |
| Mirador Capital Partners LP | 7,175 | $1,751k | Jun 30, 2019 | Aug 6, 2019 | |
| West Branch Capital LLC | 7,058 | $1,722k | Jun 30, 2019 | Aug 5, 2019 | |
| KARP Capital Management Corporation | 7,035 | $1,716k | Jun 30, 2019 | Aug 8, 2019 | |
| COE Capital Management LLC | 6,879 | $1,679k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Insight Partners LLC | 6,693 | $1,633k | Jun 30, 2019 | Jul 9, 2019 | |
| Family Legacy Inc | 6,522 | $1,592k | Jun 30, 2019 | Jul 25, 2019 | |
| Elgethun Capital Management | 6,389 | $1,559k | Jun 30, 2019 | Aug 8, 2019 | |
| Carret Asset Management LLC | 6,234 | $1,521k | Jun 30, 2019 | Aug 12, 2019 | |
| Brand Asset Management Group Inc | 6,148 | $1,500k | Jun 30, 2019 | Jul 24, 2019 | |
| Shepherd Kaplan Krochuk LLC | 5,993 | $1,462k | Jun 30, 2019 | Aug 12, 2019 | |
| Triangle Securities Wealth Management | 5,826 | $1,444k | Jun 30, 2019 | Jul 10, 2019 | |
| Stanley-Laman Group Ltd | 5,890 | $1,437k | Jun 30, 2019 | Aug 1, 2019 | |
| Aureus Asset Management LLC | 5,828 | $1,422k | Jun 30, 2019 | Aug 14, 2019 | |
| Birinyi Associates Inc | 5,650 | $1,379k | Jun 30, 2019 | Aug 5, 2019 | |
| Oak Asset Management LLC | 5,322 | $1,359k | Jun 30, 2019 | Jul 25, 2019 | |
| S R Schill & Associates Inc | 5,545 | $1,353k | Jun 30, 2019 | Aug 19, 2019 | |
| Morgens Waterfall Vintiadis & Company Inc | 5,400 | $1,318k | Jun 30, 2019 | Aug 14, 2019 | |
| Northside Capital Management LLC | 5,352 | $1,306k | Jun 30, 2019 | Jul 16, 2019 | |
| Castle Rock Wealth Management LLC | 5,314 | $1,283k | Jun 30, 2019 | Aug 8, 2019 | |
| Meristem Family Wealth LLC | 5,183 | $1,265k | Jun 30, 2019 | Aug 6, 2019 | |
| Westbourne Investment Advisors Inc | 5,080 | $1,240k | Jun 30, 2019 | Jul 22, 2019 | |
| FFCM LLC | 4,973 | $1,213k | Jun 30, 2019 | Jul 30, 2019 | |
| Bigsur Wealth Management LLC | 4,950 | $1,201k | Jun 30, 2019 | Jul 5, 2019 | |
| Cambridge Advisors Inc | 4,918 | $1,200k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 4,918 | $1,200k | Jun 30, 2019 | Jul 26, 2019 | |
| KCS Wealth Advisory LLC | 4,903 | $1,196k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic Advisors LLC | 4,851 | $1,183k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 4,851 | $1,183k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 4,851 | $1,183k | Jun 30, 2019 | Jul 22, 2019 | |
| Sunbelt Securities Inc | 4,629 | $1,130k | Jun 30, 2019 | Aug 1, 2019 | |
| Seizert Capital Partners LLC | 4,544 | $1,109k | Jun 30, 2019 | Aug 6, 2019 | |
| Sovarnum Capital LP | 4,450 | $1,086k | Jun 30, 2019 | Aug 14, 2019 | |
| Bigelow Investment Advisors LLC | 4,417 | $1,078k | Jun 30, 2019 | Jul 17, 2019 | |
| Transamerica Financial Advisors Inc | 4,388 | $1,071k | Jun 30, 2019 | Aug 21, 2019 | |
| HM Capital Management LLC | 4,374 | $1,067k | Jun 30, 2019 | Jul 24, 2019 | |
| The Rock Creek Group LP | 4,333 | $1,057k | Jun 30, 2019 | Aug 14, 2019 | |
| The Fiduciary Group LLC | 4,224 | $1,031k | Jun 30, 2019 | Aug 14, 2019 | |
| Summit Financial Wealth Advisors LLC | 4,117 | $1,005k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 4,117 | $1,005k | Jun 30, 2019 | Jul 16, 2019 | |
| Abbrea Capital LLC | 4,006 | $978k | Jun 30, 2019 | Jul 31, 2019 | |
| Viking Fund Management LLC | 4,000 | $976k | Jun 30, 2019 | Jul 16, 2019 | |
| First Pacific Advisors LP | 3,950 | $964k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Advisory Service Inc | 3,905 | $953k | Jun 30, 2019 | Jul 25, 2019 | |
| Bernicke Wealth Management Ltd | 3,859 | $942k | Jun 30, 2019 | Aug 5, 2019 | |
| Malaga COVE Capital LLC | 3,835 | $936k | Jun 30, 2019 | Aug 14, 2019 | |
| New England Investment & Retirement Group Inc | 3,828 | $934k | Jun 30, 2019 | Jul 31, 2019 | |
| New England Research & Management Inc | 3,825 | $933k | Jun 30, 2019 | Jul 9, 2019 | |
| Oak Ridge Investments LLC | 3,760 | $917k | Jun 30, 2019 | Aug 14, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 3,706 | $904k | Jun 30, 2019 | Jul 22, 2019 | |
| Biegel & Waller LLC | 3,637 | $887k | Jun 30, 2019 | Jul 23, 2019 | |
| CI Global Investments Inc | 3,300 | $878k | Sep 30, 2018 | Nov 9, 2018 | |
| Cfo4Life Group LLC | 3,575 | $872k | Jun 30, 2019 | Jul 29, 2019 | |
| Affiance Financial LLC | 3,527 | $861k | Jun 30, 2019 | Jul 11, 2019 | |
| RKL Wealth Management LLC | 3,475 | $849k | Jun 30, 2019 | Aug 2, 2019 | |
| Annex Advisory Services LLC | 3,366 | $821k | Jun 30, 2019 | Jul 18, 2019 | |
| Confluence Wealth Management LLC | 3,341 | $815k | Jun 30, 2019 | Aug 9, 2019 | |
| GM Advisory Group Inc | 3,260 | $795k | Jun 30, 2019 | Aug 9, 2019 | |
| SWS Partners LLC | 3,048 | $794k | Jun 30, 2019 | Aug 13, 2019 | |
| Curbstone Financial Management Corporation | 3,230 | $788k | Jun 30, 2019 | Jul 9, 2019 | |
| Cottage Street Advisors LLC | 3,198 | $780k | Jun 30, 2019 | Aug 2, 2019 | |
| American Financial Network Advisory Services LLC | 3,150 | $776k | Jun 30, 2019 | Aug 9, 2019 | |
| Cypress Capital Management LLC | 3,142 | $767k | Jun 30, 2019 | Aug 5, 2019 | |
| Pictet North America Advisors SA | 3,125 | $763k | Jun 30, 2019 | Aug 7, 2019 | |
| Harwood Advisory Group LLC | 3,108 | $758k | Jun 30, 2019 | Aug 7, 2019 | |
| Campbell Newman Asset Management Inc | 3,100 | $756k | Jun 30, 2019 | Jul 24, 2019 | |
| Perritt Capital Management Inc | 3,061 | $747k | Jun 30, 2019 | Aug 13, 2019 | |
| Pettee Investors Inc | 2,945 | $719k | Jun 30, 2019 | Aug 7, 2019 | |
| Vista Investment Management LLC | 2,900 | $708k | Jun 30, 2019 | Aug 14, 2019 | |
| Carleon Capital Partners LLC | 2,892 | $706k | Jun 30, 2019 | Aug 13, 2019 | |
| Tiger EYE Capital LLC | 2,871 | $701k | Jun 30, 2019 | Aug 14, 2019 | |
| Symphony Asset Management LLC | 2,849 | $695k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Advisors Investment Management LLC | 2,800 | $683k | Jun 30, 2019 | Jul 25, 2019 | |
| Breiter Capital Management Inc | 2,733 | $667k | Jun 30, 2019 | Aug 23, 2019 | |
| Lejeune Puetz Investment Counsel | 2,695 | $658k | Jun 30, 2019 | Jul 29, 2019 | |
| Northrock Partners LLC | 2,703 | $658k | Jun 30, 2019 | Aug 12, 2019 | |
| Signet Financial Management LLC | 2,578 | $652k | Jun 30, 2019 | Aug 13, 2019 | |
| Investment Counsel Inc | 2,445 | $647k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 2,445 | $647k | Jun 30, 2019 | Jul 29, 2019 | |
| Driehaus Capital Management LLC | 2,649 | $646k | Jun 30, 2019 | Aug 14, 2019 | |
| Washington Capital Management Inc | 2,640 | $644k | Jun 30, 2019 | Aug 7, 2019 | |
| Huber Financial Advisors LLC | 2,544 | $621k | Jun 30, 2019 | Aug 5, 2019 | |
| Strategy Asset Managers LLC | 2,507 | $612k | Jun 30, 2019 | Aug 14, 2019 | |
| Connecticut Wealth Management LLC | 2,505 | $611k | Jun 30, 2019 | Jul 29, 2019 | |
| SVA Plumb Wealth Management LLC | 2,479 | $605k | Jun 30, 2019 | Aug 13, 2019 | |
| Uncommon Cents Investing LLC | 2,475 | $604k | Jun 30, 2019 | Jul 12, 2019 | |
| Signature Estate & Investment Advisors LLC | 2,453 | $598k | Jun 30, 2019 | Aug 1, 2019 | |
| Monte Financial Group LLC | 2,425 | $592k | Jun 30, 2019 | Aug 7, 2019 | |
| Provident Investment Management Inc | 2,379 | $581k | Jun 30, 2019 | Aug 8, 2019 | |
| Hartwell J M Ltd Partnership | 2,349 | $573k | Jun 30, 2019 | Jul 31, 2019 | |
| Lourd Capital LLC | 2,300 | $561k | Jun 30, 2019 | Jul 11, 2019 | |
| Foundations Investment Advisors LLC | 2,213 | $543k | Jun 30, 2019 | Jul 8, 2019 | |
| Berkeley Capital Partners LLC | 2,220 | $542k | Jun 30, 2019 | Aug 8, 2019 | |
| Baldwin Investment Management LLC | 2,195 | $536k | Jun 30, 2019 | Aug 6, 2019 | |
| Founders Financial Securities LLC | 2,127 | $519k | Jun 30, 2019 | Jul 22, 2019 | |
| Harfst and Associates Inc | 2,124 | $518k | Jun 30, 2019 | Aug 14, 2019 | |
| Andesa Financial Management Inc | 2,072 | $504k | Jun 30, 2019 | Jul 30, 2019 | |
| Suncoast Equity Management LLC | 2,041 | $498k | Jun 30, 2019 | Jul 26, 2019 | |
| Paulson Wealth Management Inc | 1,940 | $495k | Jun 30, 2019 | Jul 30, 2019 | |
| TLWM LLC | 2,011 | $495k | Jun 30, 2019 | Jul 12, 2019 | |
| PURE Financial Advisors Inc | 2,024 | $494k | Jun 30, 2019 | Jul 11, 2019 | |
| Highland Private Wealth Management | 2,021 | $493k | Jun 30, 2019 | Aug 13, 2019 | |
| Brasada Capital Management LP | 1,997 | $490k | Jun 30, 2019 | Aug 7, 2019 | |
| Strategic Capital Advisers Inc | 2,000 | $488k | Jun 30, 2019 | Jul 30, 2019 | |
| Colrain Capital LLC | 2,000 | $488k | Jun 30, 2019 | Aug 6, 2019 | |
| Highvista Strategies LLC | 2,000 | $488k | Jun 30, 2019 | Aug 14, 2019 | |
| Brookmont Capital Management LLC | 1,890 | $461k | Jun 30, 2019 | Jul 18, 2019 | |
| Letko Brosseau & Associates Inc | 1,850 | $451k | Jun 30, 2019 | Aug 1, 2019 | |
| Peak Asset Management LLC | 1,772 | $432k | Jun 30, 2019 | Aug 15, 2019 | |
| DSC Advisors LP | 1,768 | $431k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisory LLC | 1,720 | $420k | Jun 30, 2019 | Aug 8, 2019 | |
| Telos Capital Management Inc | 1,722 | $420k | Jun 30, 2019 | Jul 19, 2019 | |
| Newport Wealth Strategies Inc | 1,555 | $415k | Jun 30, 2019 | Jul 22, 2019 | |
| Evermay Wealth Management LLC | 1,674 | $409k | Jun 30, 2019 | Jul 23, 2019 | |
| Cahill Financial Advisors Inc | 1,663 | $406k | Jun 30, 2019 | Aug 14, 2019 | |
| Benin Management Corp | 1,659 | $405k | Jun 30, 2019 | Jul 31, 2019 | |
| Port Capital LLC | 1,641 | $400k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcrae Capital Management Inc | 1,600 | $390k | Jun 30, 2019 | Jul 29, 2019 | |
| LVW Advisors LLC | 1,570 | $383k | Jun 30, 2019 | Aug 14, 2019 | |
| Aries Wealth Management LLC | 1,533 | $379k | Jun 30, 2019 | Jul 15, 2019 | |
| Hunter Associates Investment Management LLC | 1,525 | $372k | Jun 30, 2019 | Aug 8, 2019 | |
| Keeler Thomas Management LLC | 619 | $370k | Jun 30, 2019 | Jul 31, 2019 | |
| Gilbert & COOK Inc | 1,510 | $368k | Jun 30, 2019 | Aug 5, 2019 | |
| Acorn Advisory Capital LP | 1,500 | $366k | Jun 30, 2019 | Aug 13, 2019 | |
| MANA Advisors LLC | 1,476 | $360k | Jun 30, 2019 | Aug 14, 2019 | |
| Armbruster Capital Management Inc | 1,464 | $357k | Jun 30, 2019 | Jul 18, 2019 | |
| Private Management Group Inc | 1,418 | $353k | Dec 31, 2018 | Jan 30, 2019 | |
| Investment Management Corporation | 1,418 | $353k | Dec 31, 2018 | Jan 30, 2019 | |
| Financial & Investment Management Group Ltd | 1,418 | $353k | Dec 31, 2018 | Jan 30, 2019 | |
| Financial Management Inc | 1,418 | $353k | Dec 31, 2018 | Jan 30, 2019 | |
| Copperwynd Financial LLC | 1,448 | $353k | Jun 30, 2019 | Aug 7, 2019 | |
| Hartline Investment Corp | 1,440 | $351k | Jun 30, 2019 | Aug 8, 2019 | |
| Successful Portfolios LLC | 1,437 | $351k | Jun 30, 2019 | Jul 11, 2019 | |
| Drexel Morgan & Co | 1,433 | $350k | Jun 30, 2019 | Aug 8, 2019 | |
| Lenox Wealth Advisors LLC | 1,421 | $347k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Wealth Partners LLC | 1,421 | $347k | Jun 30, 2019 | Aug 15, 2019 | |
| Intersect Capital LLC | 1,417 | $346k | Jun 30, 2019 | Aug 9, 2019 | |
| CIM LLC | 1,412 | $345k | Jun 30, 2019 | Jul 22, 2019 | |
| Eubel Brady & Suttman Asset Management Inc | 1,376 | $336k | Jun 30, 2019 | Aug 12, 2019 | |
| Private Wealth Advisors Inc | 1,363 | $333k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 1,363 | $333k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 1,363 | $333k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 1,363 | $333k | Jun 30, 2019 | Aug 7, 2019 | |
| FORT Point Capital Partners LLC | 1,358 | $331k | Jun 30, 2019 | Aug 9, 2019 | |
| Wespac Advisors LLC | 1,358 | $331k | Jun 30, 2019 | Jul 23, 2019 | |
| Biltmore Family Office LLC | 1,340 | $327k | Jun 30, 2019 | Jul 31, 2019 | |
| LESA Sroufe & Company Inc | 1,303 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
| Good Harbor Financial LLC | 2,735 | $317k | Sep 30, 2015 | Nov 13, 2015 | |
| Fernwood Investment Management LLC | 1,295 | $316k | Jun 30, 2019 | Aug 1, 2019 | |
| Aldebaran Financial Inc | 1,290 | $315k | Jun 30, 2019 | Aug 14, 2019 | |
| Crescent Grove Advisors LLC | 1,289 | $315k | Jun 30, 2019 | Aug 6, 2019 | |
| Bingham Osborn & Scarborough LLC | 1,286 | $314k | Jun 30, 2019 | Aug 2, 2019 | |
| Interocean Capital LLC | 1,274 | $311k | Jun 30, 2019 | Aug 13, 2019 | |
| Front Barnett Associates LLC | 1,265 | $309k | Jun 30, 2019 | Aug 6, 2019 | |
| Marietta Investment Partners LLC | 1,245 | $304k | Jun 30, 2019 | Aug 13, 2019 | |
| Crossvault Capital Management LLC | 1,225 | $299k | Jun 30, 2019 | Jul 19, 2019 | |
| Global Endowment Management LP | 1,220 | $298k | Jun 30, 2019 | Aug 12, 2019 | |
| FORD Financial Group Inc | 1,210 | $295k | Jun 30, 2019 | Jul 25, 2019 | |
| van Strum & Towne Inc | 1,175 | $287k | Jun 30, 2019 | Aug 12, 2019 | |
| Spectrum Management Group Inc | 1,160 | $283k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 1,160 | $283k | Jun 30, 2019 | Aug 2, 2019 | |
| Private Vista LLC | 1,137 | $277k | Jun 30, 2019 | Jul 19, 2019 | |
| Dimension Capital Management LLC | 1,108 | $271k | Jun 30, 2019 | Aug 12, 2019 | |
| Dillon & Associates Inc | 1,100 | $268k | Jun 30, 2019 | Jul 22, 2019 | |
| Torch Wealth Management LLC | 1,065 | $260k | Jun 30, 2019 | Aug 2, 2019 | |
| The Financial Consulate Inc | 1,063 | $259k | Jun 30, 2019 | Jul 24, 2019 | |
| Fairview Capital Investment Management LLC | 1,065 | $259k | Jun 30, 2019 | Aug 14, 2019 | |
| Founders Capital Management Inc | 1,048 | $256k | Jun 30, 2019 | Jul 11, 2019 | |
| Founders Capital Management LLC | 1,048 | $256k | Jun 30, 2019 | Jul 11, 2019 | |
| Signature Financial Management Inc | 1,022 | $255k | Dec 31, 2018 | Feb 13, 2019 | |
| Independence Advisors LLC | 1,031 | $252k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 1,031 | $252k | Jun 30, 2019 | Aug 12, 2019 | |
| White Lighthouse Investment Management Inc | 1,029 | $251k | Jun 30, 2019 | Jul 31, 2019 | |
| Sonata Capital Group Inc | 1,015 | $248k | Jun 30, 2019 | Aug 5, 2019 | |
| SRB Corporation | 1,007 | $246k | Jun 30, 2019 | Aug 14, 2019 | |
| ZWJ Investment Counsel Inc | 991 | $242k | Jun 30, 2019 | Jul 24, 2019 | |
| Stewardship Financial Advisors LLC | 990 | $242k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 990 | $242k | Jun 30, 2019 | Aug 12, 2019 | |
| Howland Capital Management LLC | 974 | $238k | Jun 30, 2019 | Jul 17, 2019 | |
| Premier Asset Management LLC | 953 | $232k | Jun 30, 2019 | Aug 7, 2019 | |
| Chickasaw Capital Management LLC | 950 | $232k | Jun 30, 2019 | Jul 15, 2019 | |
| Stearns Financial Services Group Inc | 939 | $229k | Jun 30, 2019 | Aug 14, 2019 | |
| KMS Financial Services Inc | 2,585 | $223k | Sep 30, 2014 | Nov 17, 2014 | |
| Kingfisher Capital LLC | 905 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
| Hengehold Capital Management LLC | 845 | $206k | Jun 30, 2019 | Jul 23, 2019 | |
| Poehling Capital Management Inc | 845 | $206k | Jun 30, 2019 | Aug 9, 2019 | |
| Barber Financial Group | 822 | $201k | Jun 30, 2019 | Aug 9, 2019 | |
| Hendershot Investments Inc | 616 | $150k | Jun 30, 2019 | Jul 31, 2019 | |
| Cowen Prime Services LLC | 500 | $122k | Jun 30, 2019 | Jul 31, 2019 | |
| West Oak Capital LLC | 399 | $97k | Jun 30, 2019 | Jul 12, 2019 | |
| PURA VIDA Investments LLC | 300 | $87k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Lucia Wealth Services LLC | 311 | $76k | Jun 30, 2019 | Jul 23, 2019 | |
| Spiderrock Advisors LLC | 12,500 | $70k | Put | Jun 30, 2019 | Jul 29, 2019 |
| Ranger International Management LP | 254 | $62k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthplan Partners Inc | 250 | $62k | Jun 30, 2019 | Aug 19, 2019 | |
| Stewart & Patten Co LLC | 59 | $14k | Jun 30, 2019 | Jul 17, 2019 | |
| Wakefield Asset Management LLLP | 16 | $4k | Jun 30, 2019 | Aug 13, 2019 | |
| Gyroscope Capital Management Group LLC | 3,516 | $2k | Put | Jun 30, 2019 | Jul 11, 2019 |
| RB Capital Management LLC | 100 | $1k | Call | Jun 30, 2019 | Aug 7, 2019 |
| Newfound Research LLC | 5 | $1k | Jun 30, 2019 | Aug 13, 2019 | |
| Independent Advisor Alliance LLC | 3,217 | $1k | Jun 30, 2019 | Aug 12, 2019 |