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AT&T INC
(00206R102)

Funds Reporting Holdings of AT&T INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Wedbush Securities Inc 299,250 $10,028k Jun 30, 2019 Aug 1, 2019
Foresters Investment Management Company Inc 1,449,438 $48,571k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 392,340 $13,147k Jun 30, 2019 Aug 16, 2019
VOYA Financial Advisors Inc 339,009 $11,181k Jun 30, 2019 Aug 14, 2019
Shufro ROSE & Co LLC 12,723 $426k Jun 30, 2019 Jul 24, 2019
Waters Parkerson & Co LLC 268,386 $8,994k Jun 30, 2019 Aug 6, 2019
Stralem & Company Incorporated 197,190 $6,608k Jun 30, 2019 Jul 16, 2019
Wiley Bros-Aintree Capital LLC 12,839 $430k Jun 30, 2019 Jul 10, 2019
KMS Financial Services Inc 253,996 $8,951k Sep 30, 2014 Nov 17, 2014
ARS Investment Partners LLC 605,990 $20,307k Jun 30, 2019 Aug 12, 2019
American Research & Management Company 29,520 $989k Jun 30, 2019 Jul 18, 2019
Lombard Odier Transatlantic Limited 1,400 $56k Sep 30, 2016 Nov 14, 2016
Abner Herrman & Brock LLC 27,521 $922k Jun 30, 2019 Jul 19, 2019
Prospera Financial Services Inc 223,216 $7,543k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 17,401 $583k Jun 30, 2019 Aug 6, 2019
Searle & Co 77,634 $2,602k Jun 30, 2019 Jul 17, 2019
Curbstone Financial Management Corporation 43,308 $1,451k Jun 30, 2019 Jul 9, 2019
Transamerica Financial Advisors Inc 246 $9k Jun 30, 2019 Aug 21, 2019
Rodgers Brothers Inc 60,372 $2,023k Jun 30, 2019 Aug 14, 2019
Wilmington Trust Investment Management LLC 34,533 $1,222k Jun 30, 2014 Aug 13, 2014
Sanders Morris Harris LLC 262,936 $8,806k Jun 30, 2019 Jul 10, 2019
Calton & Associates Inc 81,399 $2,728k Jun 30, 2019 Jul 9, 2019
The WEIL Company 9,439 $316k Jun 30, 2019 Aug 12, 2019
Wedgewood Partners Inc 23,750 $795k Jun 30, 2019 Aug 14, 2019
Hunter Associates Investment Management LLC 32,619 $1,093k Jun 30, 2019 Aug 8, 2019
Goelzer Investment Management Inc 400,808 $13,431k Jun 30, 2019 Jul 29, 2019
Hollencrest Capital Management LLC 17,119 $574k Jun 30, 2019 Jul 18, 2019
Gagnon Securities LLC 64,115 $2,148k Jun 30, 2019 Aug 12, 2019
Middleton & Company Inc 1,050 $35k Jun 30, 2019 Jul 25, 2019
The Pacific Center FOR Financial Services 73,448 $2,461k Jun 30, 2019 Aug 15, 2019
Mcrae Capital Management Inc 29,358 $984k Jun 30, 2019 Jul 29, 2019
Palouse Capital Management Inc 216,787 $7,265k Jun 30, 2019 Aug 6, 2019
BEL AIR Investment Advisors LLC 70,476 $2,383k Sep 30, 2013 Nov 12, 2013
Capital Investment Counsel Inc 30,724 $1,030k Jun 30, 2019 Jul 26, 2019
Chilton Capital Management LLC 18,621 $624k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 139,689 $4,681k Jun 30, 2019 Aug 14, 2019
Dodge & COX 320,340 $10,735k Jun 30, 2019 Aug 13, 2019
SPC Financial Inc 24,513 $821k Jun 30, 2019 Aug 1, 2019
Financial Advantage Inc 1,931 $64k Jun 30, 2019 Jul 23, 2019
HOWE and Rusling Inc 179,783 $6,025k Jun 30, 2019 Aug 12, 2019
Selway Asset Management Inc 95,847 $3,212k Jun 30, 2019 Jul 30, 2019
DEAN Investment Associates LLC 112,468 $3,769k Jun 30, 2019 Aug 14, 2019
Keystone Financial Planning Inc 230,784 $7,734k Jun 30, 2019 Aug 5, 2019
Cleararc Capital Inc 108,871 $3,648k Jun 30, 2019 Aug 7, 2019
Janus Capital Management LLC 27,938 $1,161k Mar 31, 2017 May 16, 2017
West Coast Financial LLC 11,466 $384k Jun 30, 2019 Jul 16, 2019
Ferguson Wellman Capital Management Inc 835,998 $28,014k Jun 30, 2019 Jul 16, 2019
Private Management Group Inc 111,141 $3,172k Dec 31, 2018 Jan 30, 2019
Asset Planning Services Inc 3,326 $111k Jun 30, 2019 Jul 17, 2019
Howland Capital Management LLC 19,657 $659k Jun 30, 2019 Jul 17, 2019
Twin Capital Management Inc 517,681 $17,347k Jun 30, 2019 Aug 1, 2019
Sigma Investment Counselors Inc 65,673 $2,201k Jun 30, 2019 Jul 23, 2019
LEE Financial Group Hawaii Inc 36,604 $1,227k Jun 30, 2019 Jul 30, 2019
Kempner Capital Management Inc 178,528 $5,982k Jun 30, 2019 Jul 8, 2019
Clark Capital Management Group Inc 939,974 $31,499k Jun 30, 2019 Jul 12, 2019
Symons Capital Management Inc 169,780 $5,689k Jun 30, 2019 Aug 12, 2019
North American Management Corp 208,627 $6,991k Jun 30, 2019 Jul 30, 2019
AULL & Monroe Investment Management Corp 144,533 $4,844k Jun 30, 2019 Jul 29, 2019
BOYS Arnold & Company Inc 149,282 $5,002k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 382,206 $12,808k Jun 30, 2019 Jul 29, 2019
Cambridge Advisors Inc 49,169 $1,648k Jun 30, 2019 Jul 26, 2019
Atalanta Sosnoff Capital LLC 1,274,545 $42,710k Jun 30, 2019 Jul 15, 2019
Exchange Capital Management Inc 17,603 $590k Jun 30, 2019 Jul 22, 2019
Wilkins Investment Counsel Inc 97,380 $3,263k Jun 30, 2019 Aug 9, 2019
SSI Investment Management Inc 16,561 $553k Jun 30, 2019 Aug 12, 2019
Parsec Financial Management Inc 71,945 $2,411k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 21,556 $722k Jun 30, 2019 Aug 5, 2019
Guardian Investment Management LLC 165,677 $5,552k Jun 30, 2019 Aug 16, 2019
Evergreen Capital Management LLC 46,347 $1,553k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 487,512 $16,337k Jun 30, 2019 Aug 2, 2019
Family Management Corporation 9,645 $323k Jun 30, 2019 Aug 14, 2019
Wheatland Advisors Inc 105,450 $3,534k Jun 30, 2019 Aug 7, 2019
PRIO Wealth Limited Partnership 62,132 $2,082k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 8,962 $300k Jun 30, 2019 Aug 2, 2019
Guardian Capital LP 589,679 $19,760k Jun 30, 2019 Aug 14, 2019
van ECK Associates Corporation 167,586 $5,616k Jun 30, 2019 Aug 7, 2019
Yorktown Management and Research Co Inc 69,500 $2,329k Jun 30, 2019 Aug 2, 2019
Bennicas & Associates Inc 32,163 $1,078k Jun 30, 2019 Jul 12, 2019
Bridgewater Associates LP 96,235 $3,225k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 83,415 $2,795k Jun 30, 2019 Aug 12, 2019
Bowen Hanes & Co Inc 47,316 $1,586k Jun 30, 2019 Aug 13, 2019
Murphy Capital Management Inc 118,246 $3,962k Jun 30, 2019 Jul 22, 2019
Ramsay Stattman VELA & Price Inc 99,373 $3,330k Jun 30, 2019 Aug 9, 2019
Sadoff Investment Management LLC 277,562 $9,301k Jun 30, 2019 Aug 7, 2019
Congress Asset Management Company LLP 11,435 $383k Jun 30, 2019 Aug 7, 2019
Sentry Investment Management LLC 326,572 $10,943k Jun 30, 2019 Aug 12, 2019
BTR Capital Management Inc 57,299 $1,920k Jun 30, 2019 Jul 18, 2019
Panagora Asset Management Inc 2,812,115 $94,234k Jun 30, 2019 Aug 9, 2019
Washington Capital Management Inc 54,967 $1,842k Jun 30, 2019 Aug 7, 2019
Schulhoff & Co Inc 105,387 $3,531k Jun 30, 2019 Aug 7, 2019
Greatmark Investment Partners Inc 12,209 $409k Jun 30, 2019 Aug 5, 2019
The Family FIRM Inc 6,753 $226k Jun 30, 2019 Aug 6, 2019
Trust & Investment Advisors Inc 29,795 $998k Jun 30, 2019 Jul 30, 2019
Monetta Financial Services Inc 20,000 $670k Jun 30, 2019 Aug 9, 2019
Provise Management Group LLC 67,778 $2,271k Jun 30, 2019 Aug 9, 2019
YHB Investment Advisors Inc 30,379 $1,018k Jun 30, 2019 Jul 15, 2019
Accredited Investors Inc 17,087 $573k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 43,535 $1,459k Jun 30, 2019 Aug 13, 2019
Shapiro Capital Management LLC 3,391,081 $113,635,143k Jun 30, 2019 Aug 14, 2019
Cetera Investment Advisers LLC 210,918 $7,076k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 37,118 $1,244k Jun 30, 2019 Aug 8, 2019
Everence Capital Management Inc 143,395 $4,805k Jun 30, 2019 Aug 2, 2019
Tocqueville Asset Management LP 401,775 $13,463k Jun 30, 2019 Jul 31, 2019
Flippin Bruce & Porter Inc 368,180 $12,338k Jun 30, 2019 Aug 6, 2019
Thompson Siegel & Walmsley LLC 433,305 $14,520k Jun 30, 2019 Aug 12, 2019
Asset Planning Services Ltd 3,326 $111k Jun 30, 2019 Jul 17, 2019
Legacy Capital Partners Inc 70,776 $2,372k Jun 30, 2019 Jul 16, 2019
Aldebaran Financial Inc 85,244 $2,857k Jun 30, 2019 Aug 14, 2019
Montag A & Associates Inc 42,598 $1,427k Jun 30, 2019 Aug 6, 2019
Westport Asset Management Inc 37,663 $1,262k Jun 30, 2019 Aug 9, 2019
Schafer Cullen Capital Management Inc 5,656,940 $190,356k Jun 30, 2019 Jul 30, 2019
Augustine Asset Management Inc 25,080 $840k Jun 30, 2019 Aug 5, 2019
The Leuthold Group LLC 235,392 $7,888k Jun 30, 2019 Aug 14, 2019
West Chester Capital Advisors Inc 7,481 $251k Jun 30, 2019 Jul 30, 2019
S R Schill & Associates Inc 35,789 $1,199k Jun 30, 2019 Aug 19, 2019
Morris Capital Advisors Inc 6,801 $228k Jun 30, 2019 Jul 15, 2019
New England Asset Management Inc 3,381 $113k Jun 30, 2019 Aug 14, 2019
The Renaissance Group LLC 20,610 $691k Jun 30, 2019 Aug 13, 2019
Investment Counsel Inc 34,835 $1,170k Jun 30, 2019 Jul 29, 2019
IMS Capital Management Inc 9,022 $302k Jun 30, 2019 Aug 14, 2019
Santori & Peters Inc 20,101 $673k Jun 30, 2019 Jul 30, 2019
Regentatlantic Capital LLC 383,046 $12,836k Jun 30, 2019 Jul 23, 2019
Liberty Capital Management Inc 11,103 $372k Jun 30, 2019 Jul 15, 2019
Wasatch Advisors Inc 202,045 $6,771k Jun 30, 2019 Aug 7, 2019
First Foundation Advisors 55,505 $1,860k Jun 30, 2019 Aug 14, 2019
Horizon Asset Management LLC 19,607 $657k Jun 30, 2019 Aug 14, 2019
Choate Investment Advisors LLC 314,087 $10,525k Jun 30, 2019 Aug 14, 2019
Hammer Asset Management LLC 72,455 $2,428k Jun 30, 2019 Aug 6, 2019
BAHL & Gaynor Inc 200 $7k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 22,941 $769k Jun 30, 2019 Jul 24, 2019
Front Barnett Associates LLC 9,425 $316k Jun 30, 2019 Aug 6, 2019
van Strum & Towne Inc 11,314 $379k Jun 30, 2019 Aug 12, 2019
Monarch Capital Management Inc 101,066 $3,387k Jun 30, 2019 Jul 31, 2019
Doliver Capital Advisors LP 11,161 $374k Jun 30, 2019 Jul 25, 2019
Cohen & Steers Capital Management Inc 351,000 $11,460k Mar 31, 2015 May 15, 2015
Morgan Dempsey Capital Management LLC 155,539 $5,212k Jun 30, 2019 Aug 8, 2019
Stearns Financial Services Group Inc 25,921 $869k Jun 30, 2019 Aug 14, 2019
Smith Asset Management Group LP 93 $3k Jun 30, 2019 Aug 15, 2019
Wright Investors Service Inc 56,598 $1,897k Jun 30, 2019 Aug 1, 2019
WBI Investments Inc 327,861 $10,987k Jun 30, 2019 Jul 23, 2019
Winslow Asset Management Inc 112,702 $3,777k Jun 30, 2019 Jul 29, 2019
Thornburg Investment Management Inc 3,987,438 $133,619k Jun 30, 2019 Aug 6, 2019
Signature Financial Management Inc 9,095 $261k Dec 31, 2018 Feb 13, 2019
Financial Counselors Inc 895,341 $30,003k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 21,050 $705k Jun 30, 2019 Aug 12, 2019
Cadence Capital Management LLC 86,290 $2,892k Jun 30, 2019 Aug 12, 2019
Argyle Capital Management Inc 156,622 $5,248k Jun 30, 2019 Jul 25, 2019
Plancorp LLC 39,601 $1,327k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 480,364 $16,096k Jun 30, 2019 Aug 8, 2019
Harvest Capital Management Inc 17,402 $583k Jun 30, 2019 Aug 7, 2019
Ipswich Investment Management Company Inc 60,109 $2,014k Jun 30, 2019 Jul 11, 2019
Renaissance Technologies LLC 234,086 $7,844k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 72,977 $2,445k Jun 30, 2019 Jul 16, 2019
IRON Financial LLC 12,060 $378k Jun 30, 2019 Aug 2, 2019
FRED Alger Management Inc 80,524 $2,698k Jun 30, 2019 Aug 14, 2019
Pzena Investment Management LLC 1,724,651 $57,793k Jun 30, 2019 Aug 2, 2019
Williams Jones & Associates LLC 601,391 $20,153k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 42,528 $1,425k Jun 30, 2019 Aug 2, 2019
The Financial Consulate Inc 18,219 $611k Jun 30, 2019 Jul 24, 2019
Peak Asset Management LLC 13,508 $453k Jun 30, 2019 Aug 15, 2019
The Burney Company 180,779 $6,058k Jun 30, 2019 Aug 12, 2019
Howard Capital Management Inc 21,237 $712k Jun 30, 2019 Jul 24, 2019
Pacific Global Investment Management Co 22,849 $766k Jun 30, 2019 Aug 14, 2019
America First Investment Advisors LLC 1,404 $47k Jun 30, 2019 Jul 29, 2019
WEIK Capital Management Inc 23,250 $779k Jun 30, 2019 Aug 9, 2019
Round Hill Asset Management Inc 117,766 $3,945k Jun 30, 2019 Aug 13, 2019
Hamel Associates Inc 7,825 $262k Jun 30, 2019 Aug 5, 2019
Northstar Asset Management Inc 46,100 $1,545k Jun 30, 2019 Jul 16, 2019
Boston Family Office LLC 62,460 $2,093k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 208,445 $6,985k Jun 30, 2019 Jul 30, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 12,753 $427k Jun 30, 2019 Aug 9, 2019
Payden & Rygel 473,600 $15,870k Jun 30, 2019 Aug 6, 2019
Security Asset Management Inc 5,246 $176k Jun 30, 2019 Aug 6, 2019
Meritage Portfolio Management Inc 202,610 $6,789k Jun 30, 2019 Jul 30, 2019
Investment Management Corporation 111,141 $3,172k Dec 31, 2018 Jan 30, 2019
Savant Capital LLC 70,277 $2,355k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 2,208,835 $74,018k Jun 30, 2019 Aug 2, 2019
Northstar Investment Advisors LLC 20,660 $692k Jun 30, 2019 Jul 17, 2019
Schaller Investment Group Inc 7,213 $242k Jun 30, 2019 Aug 9, 2019
Eagle Global Advisors LLC 6,035 $202k Jun 30, 2019 Aug 13, 2019
Meyer Handelman Company LLC 2,832 $95k Jun 30, 2019 Jul 23, 2019
Eubel Brady & Suttman Asset Management Inc 6,781 $227k Jun 30, 2019 Aug 12, 2019
NISA Investment Advisors LLC 2,698,639 $90,431k Jun 30, 2019 Jul 12, 2019
Sentry Management Inc 326,572 $10,943k Jun 30, 2019 Aug 12, 2019
Albert D Mason Inc 7,701 $258k Jun 30, 2019 Jul 30, 2019
Conning Inc 124,624 $4,176k Jun 30, 2019 Jul 25, 2019
United Asset Strategies Inc 87,500 $2,932k Jun 30, 2019 Jul 31, 2019
SYM Financial Corporation 9,664 $324k Jun 30, 2019 Jul 29, 2019
PENN Mutual Asset Management LLC 224,000 $7,506k Jun 30, 2019 Aug 14, 2019
Steinberg Global Asset Management Ltd 249,719 $7,831k Mar 31, 2019 Apr 24, 2019
Shikiar Asset Management Inc 292,280 $9,794k Jun 30, 2019 Jul 25, 2019
SFMG LLC 41,565 $1,419k Jun 30, 2019 Aug 5, 2019
Mastrapasqua Asset Management Inc 25,784 $864k Jun 30, 2019 Aug 12, 2019
Fagan Associates Inc 51,268 $1,718k Jun 30, 2019 Jul 12, 2019
GHP Investment Advisors Inc 126,435 $4,237k Jun 30, 2019 Aug 2, 2019
Southeast Asset Advisors Inc 16,516 $553k Jun 30, 2019 Aug 14, 2019
MOON Capital Management LLC 18,488 $619,519k Jun 30, 2019 Jul 11, 2019
Boston Research and Management Inc 34,042 $1,140k Jun 30, 2019 Aug 7, 2019
Woodley Farra Manion Portfolio Management Inc 163,867 $5,491k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 179,765 $6,024k Jun 30, 2019 Jul 22, 2019
Hengehold Capital Management LLC 78,421 $2,628k Jun 30, 2019 Jul 23, 2019
GS Investments Inc 26,250 $879,638k Jun 30, 2019 Aug 9, 2019
Northside Capital Management LLC 12,992 $435k Jun 30, 2019 Jul 16, 2019
Markston International LLC 329,503 $11,042k Jun 30, 2019 Aug 6, 2019
Parthenon LLC 23,663 $793k Jun 30, 2019 Jul 29, 2019
Confluence Wealth Management LLC 7,617 $255k Jun 30, 2019 Aug 9, 2019
Summit Financial Strategies Inc 10,708 $359k Jun 30, 2019 Aug 8, 2019
KLCM Advisors Inc 860,536 $28,837k Jun 30, 2019 Aug 15, 2019
Cornercap Investment Counsel Inc 11,522 $386k Jun 30, 2019 Aug 14, 2019
Shoker Investment Counsel Inc 28,207 $945k Jun 30, 2019 Aug 9, 2019
Murphy Middleton Hinkle & Parker Inc 24,554 $823k Jun 30, 2019 Jul 15, 2019
Cohen Capital Management Inc 50,156 $1,681k Jun 30, 2019 Aug 7, 2019
Viking Fund Management LLC 220,000 $7,372k Jun 30, 2019 Jul 16, 2019
Auxier Asset Management LLC 38,437 $1,288k Jun 30, 2019 Aug 15, 2019
Oakbrook Investments LLC 134,434 $4,505k Jun 30, 2019 Jul 18, 2019
Clifford SWAN Investment Counsel LLC 241,881 $8,105k Jun 30, 2019 Aug 13, 2019
Corda Investment Management LLC 36,199 $1,213k Jun 30, 2019 Aug 9, 2019
Valmark Advisers Inc 30,289 $1,015k Jun 30, 2019 Aug 7, 2019
Laffer Investments Inc 17,721 $593,830k Jun 30, 2019 Aug 15, 2019
Private Vista LLC 47,925 $1,604k Jun 30, 2019 Jul 19, 2019
Osborne Partners Capital Management LLC 10,624 $356k Jun 30, 2019 Jul 18, 2019
Shamrock Asset Management LLC 38,339 $1,285k Jun 30, 2019 Aug 9, 2019
Karpas Strategies LLC 62,581 $2,097k Jun 30, 2019 Jul 25, 2019
Hall Capital Management Company Inc 65,934 $2,209k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 2,496 $84k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 44,391 $1,488k Jun 30, 2019 Aug 13, 2019
Signature Estate & Investment Advisors LLC 5,549 $186k Jun 30, 2019 Aug 1, 2019
Marco Investment Management LLC 62,639 $2,099k Jun 30, 2019 Aug 6, 2019
Garland Capital Management Inc 119,191 $3,994k Jun 30, 2019 Jul 24, 2019
Apriem Advisors 397,765 $13,329k Jun 30, 2019 Aug 14, 2019
Homrich & BERG Inc 742,490 $24,881k Jun 30, 2019 Aug 5, 2019
Midas Management Corporation 3,500 $117k Jun 30, 2019 Jul 9, 2019
Mount Lucas Management LP 313,070 $10,491k Jun 30, 2019 Aug 14, 2019
Affinity Investment Advisors LLC 253,148 $8,483k Jun 30, 2019 Aug 8, 2019
Guild Investment Management Inc 50,290 $1,685k Jun 30, 2019 Jul 29, 2019
Badgley Phelps and Bell Inc 8,561 $287k Jun 30, 2019 Jul 30, 2019
Cornerstone Wealth Management LLC 141,337 $4,722k Jun 30, 2019 Aug 2, 2019
White Pine Capital LLC 56,334 $1,888k Jun 30, 2019 Aug 14, 2019
Foothills Asset Management Ltd 90,618 $3,037k Jun 30, 2019 Jul 17, 2019
Blue FIN Capital Inc 14,729 $493k Jun 30, 2019 Jul 22, 2019
Stevens First Principles Investment Advisors 147,628 $4,947k Jun 30, 2019 Jul 22, 2019
Brave Asset Management Inc 24,373 $817k Jun 30, 2019 Aug 5, 2019
Court Place Advisors LLC 105,395 $3,532k Jun 30, 2019 Jul 30, 2019
Peninsula Asset Management Inc 1,675 $56k Jun 30, 2019 Aug 15, 2019
RNC Capital Management LLC 1,447,713 $48,513k Jun 30, 2019 Jul 25, 2019
Salem Capital Management Inc 149,744 $5,018k Jun 30, 2019 Jul 9, 2019
Wafra Inc 752,035 $25,201k Jun 30, 2019 Aug 14, 2019
HCR Wealth Advisors 42,396 $1,421k Jun 30, 2019 Jul 25, 2019
HIGH Falls Advisors Inc 10,380 $348k Jun 30, 2019 Aug 15, 2019
Douglass Winthrop Advisors LLC 89,819 $3,010k Jun 30, 2019 Jul 10, 2019
Seabridge Investment Advisors LLC 47,578 $1,594k Jun 30, 2019 Jul 18, 2019
Grassi Investment Management LLC 308,507 $10,338k Jun 30, 2019 Jul 10, 2019
Lejeune Puetz Investment Counsel 55,196 $1,850k Jun 30, 2019 Jul 29, 2019
Tower VIEW Investment Management & Research LLC 544 $18k Jun 30, 2019 Jul 17, 2019
MARK Sheptoff Financial Planning LLC 131,469 $4,406k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 69,122 $2,316k Jun 30, 2019 Aug 14, 2019
Total Investment Management Inc 7,604 $258k Jun 30, 2019 Aug 7, 2019
Sawgrass Asset Management LLC 33,273 $1,115k Jun 30, 2019 Jul 23, 2019
Wrapmanager Inc 53,930 $1,807k Jun 30, 2019 Jul 31, 2019
Hallmark Capital Management Inc 4,054 $136k Jun 30, 2019 Aug 8, 2019
Logan Capital Management Inc 300,433 $10,068k Jun 30, 2019 Jul 24, 2019
Baldwin Investment Management LLC 15,247 $511k Jun 30, 2019 Aug 6, 2019
LBMC Investment Advisors LLC 16,106 $540k Jun 30, 2019 Jul 18, 2019
Breiter Capital Management Inc 15,074 $505k Jun 30, 2019 Aug 23, 2019
Asset Management One USA Inc 4,349,619 $145,758k Jun 30, 2019 Aug 14, 2019
Capital Counsel LLC 30,724 $1,030k Jun 30, 2019 Jul 26, 2019
Edgemoor Investment Advisors Inc 88,272 $2,958k Jun 30, 2019 Aug 9, 2019
Portland Global Advisors LLC 6,055 $203k Jun 30, 2019 Jul 26, 2019
Meristem Family Wealth LLC 6,846 $229k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 46,100 $1,545k Jun 30, 2019 Jul 16, 2019
Stewart & Patten Co LLC 3,017 $101k Jun 30, 2019 Jul 17, 2019
Bristlecone Advisors LLC 26,066 $873k Jun 30, 2019 Jul 19, 2019
Private Advisors LLC 29,795 $998k Jun 30, 2019 Jul 30, 2019
Stoneridge Investment Partners LLC 107,700 $3,609k Jun 30, 2019 Jul 29, 2019
The Mathes Company Inc 75,761 $2,539k Jun 30, 2019 Jul 29, 2019
Dumont & Blake Investment Advisors LLC 22,316 $748k Jun 30, 2019 Aug 1, 2019
Arlington Partners LLC 1,000 $34k Jun 30, 2019 Jul 10, 2019
Sather Financial Group Inc 34,056 $1,141k Jun 30, 2019 Jul 23, 2019
Dimension Capital Management LLC 11,387 $383k Jun 30, 2019 Aug 12, 2019
Northpointe Capital LLC 110,837 $3,714k Jun 30, 2019 Jul 26, 2019
REDW Stanley Financial Advisors LLC 400 $13k Jun 30, 2019 Aug 9, 2019
Crossvault Capital Management LLC 117,755 $3,946k Jun 30, 2019 Jul 19, 2019
TODD Asset Management LLC 45,083 $1,511k Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 6,825 $229k Jun 30, 2019 Jul 3, 2019
Keeler Thomas Management LLC 12,625 $423k Jun 30, 2019 Jul 31, 2019
Highland Private Wealth Management 12,978 $435k Jun 30, 2019 Aug 13, 2019
Horizon Investments LLC 28,784 $965k Jun 30, 2019 Aug 14, 2019
Northcoast Asset Management LLC 42,425 $1,422k Jun 30, 2019 Aug 14, 2019
Biegel & Waller LLC 167,676 $5,619k Jun 30, 2019 Jul 23, 2019
Summit Asset Management LLC 36,245 $1,215k Jun 30, 2019 Aug 7, 2019
Gables Capital Management Inc 56,599 $1,897k Jun 30, 2019 Jul 31, 2019
Churchill Management Corp 422,176 $14,147k Jun 30, 2019 Jul 10, 2019
Strategic Financial Services Inc 27,589 $925k Jun 30, 2019 Aug 13, 2019
Contravisory Investment Management Inc 1,277 $43k Jun 30, 2019 Jul 9, 2019
Woodmont Investment Counsel LLC 254,961 $8,543k Jun 30, 2019 Aug 14, 2019
Insight 2811 Inc 26,321 $894k Jun 30, 2019 Jul 9, 2019
MAI Capital Management LLC 479,636 $16,073k Jun 30, 2019 Aug 15, 2019
Financial Advisory Service Inc 32,225 $1,080k Jun 30, 2019 Jul 25, 2019
Financial & Investment Management Group Ltd 111,141 $3,172k Dec 31, 2018 Jan 30, 2019
Guardian Capital Advisors LP 246,074 $8,361k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 9,007 $302k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 126,835 $4,250k Jun 30, 2019 Jul 5, 2019
Cahill Financial Advisors Inc 23,422 $785k Jun 30, 2019 Aug 14, 2019
Quadrant Capital Management LLC 73,081 $2,449k Jun 30, 2019 Aug 8, 2019
Oarsman Capital Inc 42,806 $1,434k Jun 30, 2019 Aug 13, 2019
S & Co Inc 136,848 $4,586k Jun 30, 2019 Jul 23, 2019
American Investment Services Inc 8,104 $272k Jun 30, 2019 Aug 6, 2019
Appleton Partners Inc 102,792 $3,445k Jun 30, 2019 Jul 25, 2019
Obermeyer WOOD Investment Counsel LLLP 514,451 $17,239k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 219,000 $6,868k Mar 31, 2019 Apr 18, 2019
TDAM USA Inc 476,598 $15,971k Jun 30, 2019 Aug 1, 2019
Altfest L J & Co Inc 42,711 $1,431k Jun 30, 2019 Jul 15, 2019
Keating Investment Counselors Inc 34,340 $1,151k Jun 30, 2019 Aug 1, 2019
Retirement Income Solutions Inc 6,754 $226,000k Jun 30, 2019 Jul 23, 2019
SOL Capital Management Co 97,884 $3,280k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 140 $5k Jun 30, 2019 Aug 21, 2019
Crawford Investment Counsel Inc 1,623,695 $54,410k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 22,801 $764k Jun 30, 2019 Aug 13, 2019
AMI Asset Management Corp 15,655 $525k Jun 30, 2019 Aug 5, 2019
Butensky & Cohen Financial Security Inc 75,505 $2,530k Jun 30, 2019 Jul 12, 2019
Mairs and Power Inc 43,670 $1,463k Jun 30, 2019 Aug 14, 2019
Rothschild & Co Asset Management US Inc 2,444,402 $81,912k Jun 30, 2019 Jul 25, 2019
Madison Investment Holdings Inc 18,380 $616k Jun 30, 2019 Aug 13, 2019
First Heartland Consultants Inc 44,098 $1,478k Jun 30, 2019 Aug 12, 2019
Greenwood Gearhart Inc 207,433 $6,951k Jun 30, 2019 Aug 7, 2019
ZWJ Investment Counsel Inc 808,586 $27,096k Jun 30, 2019 Jul 24, 2019
Chelsea Counsel Company 59,939 $1,925k Jun 30, 2018 Oct 3, 2018
The Northstar Group Inc 29,399 $986k Jun 30, 2019 Jul 12, 2019
Terril Brothers Inc 53,200 $1,783k Jun 30, 2019 Aug 5, 2019
Harvey Investment Company LLC 6,784 $227k Jun 30, 2019 Jul 16, 2019
Becker Capital Management Inc 1,824,191 $61,129k Jun 30, 2019 Aug 8, 2019
Bingham Osborn & Scarborough LLC 29,806 $999k Jun 30, 2019 Aug 2, 2019
Ballew Advisors Inc 7,619 $257k Jun 30, 2019 Jul 17, 2019
Bailard Inc 162,813 $5,456k Jun 30, 2019 Jul 26, 2019
Quest Investment Management LLC 31,197 $1,045k Jun 30, 2019 Aug 13, 2019
Woodstock Corporation 45,065 $1,510k Jun 30, 2019 Jul 3, 2019
Buckhead Capital Management LLC 277,167 $9,288k Jun 30, 2019 Aug 1, 2019
New England Research & Management Inc 37,605 $1,260k Jun 30, 2019 Jul 9, 2019
Hennessy Advisors Inc 170,160 $5,702k Jun 30, 2019 Jul 11, 2019
Brandywine Global Investment Management LLC 5,241,332 $175,638k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 202,309 $6,779k Jun 30, 2019 Jul 26, 2019
Asset Management One Co Ltd 4,349,619 $145,758k Jun 30, 2019 Aug 14, 2019
Trillium Asset Management LLC 14,209 $476k Jun 30, 2019 Aug 8, 2019
Family Legacy Inc 20,761 $696k Jun 30, 2019 Jul 25, 2019
Fenimore Asset Management Inc 9,555 $320k Jun 30, 2019 Jul 16, 2019
Westchester Capital Management Inc 24,530 $822k Jun 30, 2019 Aug 5, 2019
Grandfield & DODD LLC 35,028 $1,174k Jun 30, 2019 Jul 29, 2019
Benin Management Corp 27,545 $923k Jun 30, 2019 Jul 31, 2019
LEE Danner & BASS Inc 163,191 $5,469k Jun 30, 2019 Jul 30, 2019
Willis Investment Counsel Inc 771,728 $25,861k Jun 30, 2019 Aug 14, 2019
Truewealth LLC 72,655 $2,435k Jun 30, 2019 Jul 10, 2019
NTV Asset Management LLC 133,865 $4,486k Jun 30, 2019 Jul 29, 2019
Financial Sense Advisors Inc 271,535 $9,099k Jun 30, 2019 Aug 2, 2019
Bourne LENT Asset Management Inc 47,567 $1,594k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 109,903 $4,147k Jun 30, 2017 Aug 15, 2017
Founders Capital Management Inc 7,723 $259k Jun 30, 2019 Jul 11, 2019
Youngs Advisory Group Inc 8,452 $283k Jun 30, 2019 Jul 16, 2019
Sonata Capital Group Inc 16,259 $545k Jun 30, 2019 Aug 5, 2019
SAND Hill Global Advisors LLC 189,610 $6,354k Jun 30, 2019 Aug 13, 2019
Round Table Services LLC 13,079 $438k Jun 30, 2019 Jul 17, 2019
Resource Planning Group Ltd 10,251 $344k Jun 30, 2019 Jul 18, 2019
Chesley TAFT & Associates LLC 65,782 $2,204k Jun 30, 2019 Jul 10, 2019
RDL Financial Inc 29,339 $983k Jun 30, 2019 Jul 17, 2019
Steigerwald Gordon & KOCH Inc 240,776 $8,068k Jun 30, 2019 Jul 15, 2019
Cornerstone Investment Partners LLC 21,830 $732k Jun 30, 2019 Jul 19, 2019
Bouchey Financial Group Ltd 14,910 $500k Jun 30, 2019 Jul 11, 2019
Wesbanco Bank Inc 311,663 $10,444k Jun 30, 2019 Aug 13, 2019
Shakespeare Wealth Management Inc 17,536 $588k Jun 30, 2019 Aug 12, 2019
RAAB & Moskowitz Asset Management LLC 131,354 $4,401k Jun 30, 2019 Aug 9, 2019
Stuyvesant Capital Management Corporation 31,272 $893k Dec 31, 2018 Feb 8, 2019
Lucas Capital Management LLC 59,482 $1,993k Jun 30, 2019 Jul 29, 2019
Deprince RACE & Zollo Inc 779,104 $26,108k Jun 30, 2019 Aug 13, 2019
Stanley-Laman Group Ltd 41,213 $1,381k Jun 30, 2019 Aug 1, 2019
South Texas Money Management Ltd 963 $33k Jun 30, 2019 Jul 2, 2019
Waverton Investment Management Limited 1,360,433 $45,588k Jun 30, 2019 Jul 17, 2019
Cambridge Financial Group Inc 15,784 $529k Jun 30, 2019 Jul 29, 2019
Advisors Capital Management LLC 871,881 $29,217k Jun 30, 2019 Aug 15, 2019
van DEN BERG Management I Inc 124,518 $4,173k Jun 30, 2019 Aug 14, 2019
Bank of Hawaii 2,385 $80k Jun 30, 2019 Aug 15, 2019
Hardman Johnston Global Advisors LLC 15,224 $510k Jun 30, 2019 Aug 5, 2019
Rafferty Asset Management LLC 11,035 $370k Jun 30, 2019 Aug 9, 2019
Avalon Advisors LLC 695,816 $23,317k Jun 30, 2019 Aug 14, 2019
Mission Wealth Management LP 33,883 $1,135k Jun 30, 2019 Aug 9, 2019
Cullen Capital Management LLC 1,820,730 $61,013k Jun 30, 2019 Jul 30, 2019
Affiance Financial LLC 11,861 $397k Jun 30, 2019 Jul 11, 2019
Heritage Investment Group Inc 1,909 $64k Jun 30, 2019 Aug 13, 2019
Tufton Capital Management LLC 169,629 $5,684k Jun 30, 2019 Jul 26, 2019
Partnervest Advisory Services LLC 39,008 $1,307k Jun 30, 2019 Aug 7, 2019
Loudon Investment Management LLC 167,461 $5,612k Jun 30, 2019 Aug 13, 2019
10-15 Associates Inc 33,751 $1,131k Jun 30, 2019 Aug 12, 2019
Tradition Capital Management LLC 10,574 $331k Mar 31, 2019 May 7, 2019
Princeton Capital Management LLC 122,330 $4,099k Jun 30, 2019 Aug 12, 2019
Callahan Advisors LLC 407,479 $13,655k Jun 30, 2019 Jul 17, 2019
Main Street Research LLC 21,621 $725k Jun 30, 2019 Aug 8, 2019
Goodman Financial Corporation 11,250 $377k Jun 30, 2019 Aug 9, 2019
Welch & Forbes LLC 481,348 $16,130k Jun 30, 2019 Jul 12, 2019
Green Square Capital LLC 68,046 $2,280k Jun 30, 2019 Aug 14, 2019
American Money Management LLC 5,998 $201k Jun 30, 2019 Aug 12, 2019
Access Financial Services Inc 10,044 $337k Jun 30, 2019 Jul 24, 2019
Premier Asset Management LLC 59,370 $1,989k Jun 30, 2019 Aug 7, 2019
Legacy Financial Advisors Corporation 8,209 $275k Jun 30, 2019 Jul 15, 2019
Hendershot Investments Inc 8,730 $293k Jun 30, 2019 Jul 31, 2019
Tower Bridge Advisors Inc 200,641 $6,723,483k Jun 30, 2019 Aug 6, 2019
Hilton Capital Management LLC 4,512 $151k Jun 30, 2019 Aug 14, 2019
Windsor Capital Management LLC 39,299 $1,316k Jun 30, 2019 Aug 2, 2019
van Hulzen Asset Management LLC 37,811 $1,267k Jun 30, 2019 Aug 8, 2019
Benedict Financial Advisors Inc 97,838 $3,279k Jun 30, 2019 Aug 1, 2019
Cambridge Financial Group LLC 15,784 $529k Jun 30, 2019 Jul 29, 2019
Financial Management Inc 111,141 $3,172k Dec 31, 2018 Jan 30, 2019
North Star Investment Management Corporation 278,906 $9,346k Jun 30, 2019 Jul 15, 2019
Sequoia Financial Advisors LLC 83,385 $2,794k Jun 30, 2019 Jul 31, 2019
Overbrook Management Corporation 10,470 $351k Jun 30, 2019 Aug 13, 2019
Cornerstone Partners LLC 21,830 $732k Jun 30, 2019 Jul 19, 2019
WP Advisors LLC 9,525 $319k Jun 30, 2019 Jul 23, 2019
Founders Capital Management LLC 7,723 $259k Jun 30, 2019 Jul 11, 2019
Sheaff Brock Investment Advisors LLC 202,430 $6,783k Jun 30, 2019 Jul 31, 2019
Wealth and Pension Services Group Inc 6,574 $220k Jun 30, 2019 Aug 15, 2019
Hamlin Capital Management LLC 3,123,671 $104,674k Jun 30, 2019 Jul 22, 2019
Vigilant Capital Management LLC 5,268 $177k Jun 30, 2019 Jul 18, 2019
Planning Directions Inc 12,330 $413k Jun 30, 2019 Jul 15, 2019
Beacon Capital Management Inc 0 $0k Jun 30, 2019 Jul 18, 2019
Brown Advisory Securities LLC 55,821 $1,878k Jun 30, 2019 Aug 12, 2019
First National Corporation 17,008 $570k Jun 30, 2019 Jul 22, 2019
Pinkerton Retirement Specialists LLC 58,748 $1,969k Jun 30, 2019 Aug 6, 2019
Ridgewood Investments LLC 18,202 $610k Jun 30, 2019 Jul 12, 2019
Acropolis Investment Management LLC 9,054 $303k Jun 30, 2019 Jul 11, 2019
Lifeplan Financial Group Inc 13,638 $457k Jun 30, 2019 Jul 15, 2019
Deroy & Devereaux Private Investment Counsel Inc 706,500 $23,675k Jun 30, 2019 Jul 22, 2019
Baker Ellis Asset Management LLC 8,373 $281k Jun 30, 2019 Aug 12, 2019
Probity Advisors Inc 39,381 $1,320k Jun 30, 2019 Aug 8, 2019
Cypress Capital Group Inc 20,915 $701k Jun 30, 2019 Aug 15, 2019
Altavista Wealth Management Inc 20,972 $703k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 171,455 $5,745k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 49,562 $1,663k Jun 30, 2019 Aug 2, 2019
American Asset Management Inc 25,848 $866k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 43,163 $1,446k Jun 30, 2019 Aug 9, 2019
Total Management Group Inc 7,604 $258k Jun 30, 2019 Aug 7, 2019
The Caprock Group Inc 53,984 $1,809k Jun 30, 2019 Jul 23, 2019
Ancora Family Wealth Advisors LLC 87,370 $3,548k Sep 30, 2016 Nov 4, 2016
GSB Wealth Management LLC 9,849 $330k Jun 30, 2019 Aug 9, 2019
Berkshire Money Management Inc 9,891 $331k Jun 30, 2019 Jul 29, 2019
Interactive Financial Advisors Inc 2,100 $70k Jun 30, 2019 Jul 17, 2019
Tiemann Investment Advisors LLC 29,833 $1,000k Jun 30, 2019 Aug 13, 2019
RICE Hall James & Associates LLC 8,762 $294k Jun 30, 2019 Aug 1, 2019
DAY & Ennis LLC 51,282 $1,718k Jun 30, 2019 Aug 2, 2019
RB Capital Management LLC 6,474 $899k Jun 30, 2019 Aug 7, 2019
Stewardship Financial Advisors LLC 18,786 $630k Jun 30, 2019 Aug 12, 2019
Strategic Advisors LLC 215,233 $7,212k Jun 30, 2019 Jul 22, 2019
EQIS Capital Management Inc 72,691 $2,436k Jun 30, 2019 Jul 18, 2019
Zebra Capital Management LLC 27,213 $912k Jun 30, 2019 Aug 14, 2019
Westover Capital Advisors LLC 10,450 $350k Jun 30, 2019 Aug 13, 2019
Private Wealth Advisors Inc 108,404 $3,633k Jun 30, 2019 Aug 7, 2019
Texas Yale Capital Corp 210,028 $7,038k Jun 30, 2019 Jul 24, 2019
BTC Capital Management Inc 33,643 $1,130k Jun 30, 2019 Jul 26, 2019
Institute FOR Wealth Management LLC 82,943 $2,779k Jun 30, 2019 Aug 2, 2019
Good Harbor Financial LLC 6,581 $214k Sep 30, 2015 Nov 13, 2015
Granite Group Advisors LLC 259,582 $8,699k Jun 30, 2019 Jul 23, 2019
Annex Advisory Services LLC 100,414 $3,365k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 1,200 $40k Jun 30, 2019 Jul 12, 2019
Cutler Investment Counsel LLC 211,334 $7,082k Jun 30, 2019 Aug 5, 2019
Golub Group LLC 68,597 $2,299k Jun 30, 2019 Aug 13, 2019
Landmark Financial Advisors LLC 10,063 $337k Jun 30, 2019 Aug 2, 2019
Thompson Investment Management Inc 13,249 $444k Jun 30, 2019 Aug 7, 2019
Smith Salley & Associates LLC 230,399 $7,721k Jun 30, 2019 Jul 12, 2019
Nelson Roberts Investment Advisors LLC 192,254 $6,442k Jun 30, 2019 Jul 25, 2019
Sandhill Capital Partners LLC 14,633 $490k Jun 30, 2019 Aug 13, 2019
Dividend Assets Capital LLC 23,721 $795k Jun 30, 2019 Jul 12, 2019
Wealth Advisors Inc 108,404 $3,633k Jun 30, 2019 Aug 7, 2019
E & G Advisors LP 59,543 $1,995k Jun 30, 2019 Jul 12, 2019
Taurus Asset Management LLC 25,467 $853k Jun 30, 2019 Aug 14, 2019
Adirondack Research & Management Inc 13,206 $443k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 189,656 $6,355k Jun 30, 2019 Aug 12, 2019
The Rikoon Group LLC 56,042 $1,878k Jun 30, 2019 Aug 6, 2019
Meridian Investment Counsel Inc 103,293 $3,461k Jun 30, 2019 Aug 13, 2019
Andesa Financial Management Inc 16,524 $554k Jun 30, 2019 Jul 30, 2019
Hexavest Inc 1,250,721 $41,912k Jun 30, 2019 Jul 10, 2019
Burleson & Company LLC 280,537 $9,572k Jun 30, 2019 Aug 5, 2019
KARP Capital Management Corporation 9,014 $302k Jun 30, 2019 Aug 8, 2019
TSP Capital Management Group LLC 23,257 $779k Jun 30, 2019 Aug 9, 2019
Cranbrook Wealth Management LLC 1,596 $53k Jun 30, 2019 Aug 7, 2019
Global Financial Private Capital LLC 426,242 $14,283k Jun 30, 2019 Aug 14, 2019
Stillwater Investment Management LLC 8,714 $292k Jun 30, 2019 Jul 3, 2019
Azimuth Capital Management LLC 282,232 $9,458k Jun 30, 2019 Aug 13, 2019
Baker Avenue Asset Management LP 16,389 $549k Jun 30, 2019 Aug 14, 2019
Acorn Advisory Capital LP 12,000 $402k Jun 30, 2019 Aug 13, 2019
Letko Brosseau & Associates Inc 5,784,263 $193,831k Jun 30, 2019 Aug 1, 2019
OFI Advisors LLC 440,980 $14,367k Sep 30, 2015 Nov 16, 2015
Westend Advisors LLC 1,048,057 $35,120,390k Jun 30, 2019 Jul 23, 2019
Maryland Capital Management LLC 3,253 $109k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 265,296 $9,350k Sep 30, 2014 Nov 14, 2014
HUGH Johnson Advisors LLC 123,910 $4,152k Jun 30, 2019 Aug 6, 2019
Bowling Portfolio Management LLC 65,933 $2,209k Jun 30, 2019 Jul 25, 2019
New England Private Wealth Advisors LLC 25,421 $855k Jun 30, 2019 Aug 8, 2019
Private Wealth Partners LLC 57,934 $1,941k Jun 30, 2019 Aug 6, 2019
West Branch Capital LLC 21,898 $734k Jun 30, 2019 Aug 5, 2019
Accuvest Global Advisors 12,292 $412k Jun 30, 2019 Jul 17, 2019
Level Four Advisory Services LLC 198,919 $6,670k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 1,979,699 $66,340k Jun 30, 2019 Aug 15, 2019
Armor Investment Advisors LLC 76,160 $2,552k Jun 30, 2019 Aug 13, 2019
Mckinley Carter Wealth Services Inc 46,527 $1,559k Jun 30, 2019 Aug 2, 2019
Evanson Asset Management LLC 139,630 $4,679k Jun 30, 2019 Jul 11, 2019
Strategic Investment Advisors LLC 215,233 $7,212k Jun 30, 2019 Jul 22, 2019
Ziegler Capital Management LLC 336,217 $11,371k Sep 30, 2013 Nov 6, 2013
The RICE Partnership LLC 9,498 $318k Jun 30, 2019 Jul 25, 2019
Baugh & Associates LLC 105,519 $3,536k Jun 30, 2019 Jul 23, 2019
Interocean Capital LLC 35,265 $1,182k Jun 30, 2019 Aug 13, 2019
Ifrah Financial Services Inc 11,333 $380k Jun 30, 2019 Aug 6, 2019
Centre Asset Management LLC 319,420 $10,704k Jun 30, 2019 Jul 15, 2019
Gabelli & Company Investment Advisers Inc 11,632 $390k Jun 30, 2019 Aug 2, 2019
Levin Capital Strategies LP 170,512 $5,714k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 821,584 $27,531k Jun 30, 2019 Aug 12, 2019
Masters Capital Management LLC 2,000,000 $67,020k Call Jun 30, 2019 Aug 14, 2019
Founders Financial Securities LLC 7,464 $250k Jun 30, 2019 Jul 22, 2019
Santa Barbara Asset Management LLC 4,780,470 $149,916k Mar 31, 2019 May 14, 2019
Mitchell Mcleod PUGH & Williams Inc 69 $2k Jun 30, 2019 Jul 9, 2019
TIG Advisors LLC 179,289 $6,008k Jun 30, 2019 Aug 30, 2019
Omnistar Financial Group Inc 39,651 $1,329k Jun 30, 2019 Jul 30, 2019
Marble Harbor Investment Counsel LLC 56,487 $1,893k Jun 30, 2019 Aug 7, 2019
GLG LLC 147,743 $5,744k Dec 31, 2017 Feb 14, 2018
EJF Capital LLC 25,000 $838k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 309,428 $10,369k Jun 30, 2019 Jul 29, 2019
Lehman Financial Resources Inc 22,908 $769k Sep 30, 2018 Nov 14, 2018
Donald L Hagan LLC 20,684 $693k Jun 30, 2019 Jul 18, 2019
Oak Asset Management LLC 80,313 $2,580k Jun 30, 2019 Jul 25, 2019
Legacy Advisors LLC 8,209 $275k Jun 30, 2019 Jul 15, 2019
Lourd Capital LLC 18,640 $625k Jun 30, 2019 Jul 11, 2019
Concorde Asset Management LLC 3,781 $127k Jun 30, 2019 Aug 8, 2019
Folger Nolan Fleming Douglas Capital Management Inc 59,870 $2,006k Jun 30, 2019 Aug 9, 2019
BHK Investment Advisors LLC 30,064 $1,007k Jun 30, 2019 Aug 2, 2019
Hoylecohen LLC 130,679 $4,379k Jun 30, 2019 Aug 9, 2019
Brookstone Capital Management LLC 150,263 $5,035k Jun 30, 2019 Jul 25, 2019
Cambria Investment Management LP 141,182 $4,731k Jun 30, 2019 Aug 12, 2019
Crow Point Partners LLC 335,000 $11,226k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 108,404 $3,633k Jun 30, 2019 Aug 7, 2019
Cornerstone Advisory LLC 19,622 $658k Jun 30, 2019 Aug 8, 2019
Pictet North America Advisors SA 67,508 $2,262k Jun 30, 2019 Aug 7, 2019
Managed Account Advisors LLC 1,121,593 $39,839k Jun 30, 2015 Aug 14, 2015
Metlife Investment Advisors LLC 2,011,613 $67,409k Jun 30, 2019 Aug 14, 2019
Ashfield Capital Partners LLC 57,604 $1,930k Jun 30, 2019 Jul 29, 2019
Spears Abacus Advisors LLC 48,461 $1,624k Jun 30, 2019 Aug 9, 2019
Accurate Investment Solutions Inc 125,409 $4,202k Jun 30, 2019 Jul 12, 2019
GFS Advisors LLC 155,585 $5,214k Jun 30, 2019 Aug 1, 2019
Buckingham Asset Management LLC 153,248 $5,135k Jun 30, 2019 Aug 5, 2019
Miracle MILE Advisors LLC 15,909 $533k Jun 30, 2019 Aug 7, 2019
Checchi Capital Advisers LLC 73,487 $2,463k Jun 30, 2019 Aug 6, 2019
Calamos Wealth Management LLC 37,763 $1,265k Jun 30, 2019 Aug 7, 2019
Perella Weinberg Partners Capital Management LP 189,640 $6,355k Jun 30, 2019 Jul 22, 2019
Jaffetilchin Investment Partners LLC 10,265 $344k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 22,420 $751k Jun 30, 2019 Jul 17, 2019
Birch Hill Investment Advisors LLC 1,000 $34k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 170,412 $5,711k Jun 30, 2019 Jul 17, 2019
Strategic Financial Group LLC 34,208 $1,146k Jun 30, 2019 Jul 29, 2019
PURE Financial Advisors Inc 7,206 $241k Jun 30, 2019 Jul 11, 2019
ORCA Investment Management LLC 13,178 $442k Jun 30, 2019 Jul 17, 2019
Frontier Wealth Management LLC 208,881 $7,000k Jun 30, 2019 Aug 16, 2019
Hamilton Point Investment Advisors LLC 95,901 $3,214k Jun 30, 2019 Jul 18, 2019
Nicholas Hoffman & Company LLC 65,727 $2,203k Jun 30, 2019 Aug 12, 2019
Advisors Financial Inc 29,795 $998k Jun 30, 2019 Jul 30, 2019
Wellesley Investment Partners LLC 21,848 $732k Jun 30, 2019 Aug 5, 2019
Palladium Partners LLC 11,040 $370k Jun 30, 2019 Aug 7, 2019
Cubic Asset Management LLC 120,018 $4,022k Jun 30, 2019 Jul 29, 2019
Wealthtrust Axiom LLC 148,224 $4,967k Jun 30, 2019 Aug 7, 2019
Poplar Forest Capital LLC 437,705 $14,667k Jun 30, 2019 Aug 2, 2019
Mcilrath & ECK LLC 3,703 $116k Jun 30, 2019 Aug 8, 2019
Cornell Pochily Investment Advisors Inc 156,681 $5,250k Jun 30, 2019 Jul 22, 2019
Pinnacle Family Advisors LLC 9,874 $331k Jun 30, 2019 Aug 14, 2019
DEAN Capital Management LLC 21,466 $719k Jun 30, 2019 Aug 12, 2019
Camelot Portfolios LLC 16,813 $563k Jun 30, 2019 Jul 19, 2019
Bigsur Wealth Management LLC 14,080 $471k Jun 30, 2019 Jul 5, 2019
ZEKE Capital Advisors LLC 150,741 $5,051k Jun 30, 2019 Jul 24, 2019
The Financial Advisors LLC 29,795 $998k Jun 30, 2019 Jul 30, 2019
Aspiriant LLC 27,032 $907k Jun 30, 2019 Aug 6, 2019
Private Harbour Investment Management & Counsel LLC 39,953 $1,339k Jun 30, 2019 Aug 6, 2019
Global X Management Company LLC 285,966 $9,182k Jun 30, 2018 Aug 16, 2018
Northstar Financial Advisors LLC 20,660 $692k Jun 30, 2019 Jul 17, 2019
Tiedemann Advisors LLC 26,797 $897k Jun 30, 2019 Aug 13, 2019
HT Partners LLC 12,024 $403k Jun 30, 2019 Jul 9, 2019
GM Advisory Group Inc 72,856 $2,441k Jun 30, 2019 Aug 9, 2019
Hourglass Capital LLC 290,070 $9,720k Jun 30, 2019 Aug 12, 2019
Eagle Ridge Investment Management LLC 24,060 $806k Jun 30, 2019 Aug 1, 2019
East Coast Asset Management LLC 7,398 $248k Jun 30, 2019 Aug 14, 2019
NWAM LLC 61,824 $2,072k Jun 30, 2019 Jul 18, 2019
Endurance Wealth Management Inc 22,005 $737k Jun 30, 2019 Jul 30, 2019
Triangle Securities Wealth Management 21,795 $746k Jun 30, 2019 Jul 10, 2019
Wespac Advisors LLC 35,156 $1,178k Jun 30, 2019 Jul 23, 2019
Cohen Klingenstein LLC 260,557 $8,731k Jun 30, 2019 Jul 15, 2019
Convergence Investment Partners LLC 149,218 $5,000k Jun 30, 2019 Jul 23, 2019
Capwealth Advisors LLC 8,847 $296k Jun 30, 2019 Aug 13, 2019
Wellington Shields & Co LLC 99,681 $3,340k Jun 30, 2019 Aug 8, 2019
Telos Capital Management Inc 19,601 $656k Jun 30, 2019 Jul 19, 2019
and Wealth Partners LLC 57,934 $1,941k Jun 30, 2019 Aug 6, 2019
Evermay Wealth Management LLC 18,960 $635k Jun 30, 2019 Jul 23, 2019
The Central Trust Bank 14,976 $502k Jun 30, 2019 Jul 16, 2019
Bienville Capital Management LLC 34,760 $1,165k Jun 30, 2019 Aug 14, 2019
Gotham Asset Management LLC 939,088 $31,469k Jun 30, 2019 Aug 14, 2019
Macroview Investment Management LLC 160 $5k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 259,582 $8,699k Jun 30, 2019 Jul 23, 2019
Monte Financial Group LLC 18,253 $612k Jun 30, 2019 Aug 7, 2019
Congress Park Capital LLC 162,089 $5,535k Jun 30, 2019 Aug 2, 2019
Paulson Wealth Management Inc 14,469 $464k Jun 30, 2019 Jul 30, 2019
Kingfisher Capital LLC 18,310 $614k Jun 30, 2019 Aug 14, 2019
Carnegie Capital Asset Management LLC 216,775 $7,264k Jun 30, 2019 Jul 24, 2019
Wellington Shields Capital Management LLC 199,823 $6,696k Jun 30, 2019 Aug 8, 2019
CAMG Solamere Management LLC 146,776 $4,921k Jun 30, 2019 Aug 13, 2019
Granite Investment Partners LLC 17,379 $582k Jun 30, 2019 Aug 7, 2019
Drexel Morgan & Co 50,178 $1,681k Jun 30, 2019 Aug 8, 2019
Kiley Juergens Wealth Management LLC 34,028 $1,140k Jun 30, 2019 Jul 11, 2019
Secrest Blakey & Associates LLC 26,712 $895k Jun 30, 2019 Aug 13, 2019
Minichmacgregor Wealth Management LLC 6,909 $230k Jun 30, 2019 Aug 5, 2019
Biltmore Wealth Management LLC 7,508 $252k Jun 30, 2019 Jul 23, 2019
Dynamic Advisor Solutions LLC 87,709 $2,939k Jun 30, 2019 Aug 13, 2019
Strategic Investment Advisors Inc 215,233 $7,212k Jun 30, 2019 Jul 22, 2019
Armbruster Capital Management Inc 7,035 $236k Jun 30, 2019 Jul 18, 2019
Cahaba Wealth Management Inc 36,104 $1,209k Jun 30, 2019 Jul 31, 2019
Charles Schwab Investment Advisory Inc 11,152,326 $373,714k Jun 30, 2019 Aug 12, 2019
Barber Financial Group 38,396 $1,287k Jun 30, 2019 Aug 9, 2019
USCA RIA LLC 439,233 $14,719k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 102,071 $3,420k Jun 30, 2019 Jul 22, 2019
Successful Portfolios LLC 17,743 $595k Jun 30, 2019 Jul 11, 2019
Joel Isaacson & Co LLC 78,797 $2,640k Jun 30, 2019 Jul 11, 2019
Gargoyle Investment Advisor LLC 29,929 $1,003k Jun 30, 2019 Aug 13, 2019
LLBH Private Wealth Management LLC 33,201 $1,113k Jun 30, 2019 Aug 13, 2019
QS Investors LLC 1,002,124 $33,582k Jun 30, 2019 Aug 14, 2019
SNS Financial Group LLC 1,605 $54k Jun 30, 2019 Jul 26, 2019
Ballast Inc 16,101 $539k Jun 30, 2019 Jul 26, 2019
Northwest Wealth Management LLC 12,133 $407k Jun 30, 2019 Jul 23, 2019
Hermes Investment Management Limited 44,551 $1,431k Jun 30, 2018 Jul 24, 2018
First National Bank of Omaha 7,204 $241k Jun 30, 2019 Jul 10, 2019
Cowen Prime Services LLC 23 $1k Jun 30, 2019 Jul 31, 2019
Richard Bernstein Advisors LLC 192,457 $6,449k Jun 30, 2019 Aug 9, 2019
Arbor Wealth Management LLC 131,895 $4,420k Jun 30, 2019 Jul 16, 2019
Providence Wealth Advisors LLC 54,823 $1,840k Jun 30, 2019 Jul 22, 2019
Renaissance Investment Group LLC 20,610 $691k Jun 30, 2019 Aug 13, 2019
Huber Financial Advisors LLC 25,565 $857k Jun 30, 2019 Aug 5, 2019
FFCM LLC 38,502 $1,290k Jun 30, 2019 Jul 30, 2019
Connecticut Wealth Management LLC 14,405 $483k Jun 30, 2019 Jul 29, 2019
Spectrum Management Group Inc 769 $26k Jun 30, 2019 Aug 2, 2019
The Genwealth Group Inc 19,836 $671k Jun 30, 2019 Jul 10, 2019
Altium Wealth Management LLC 79,733 $2,672k Jun 30, 2019 Jul 18, 2019
Vontobel Swiss Wealth Advisors AG 109,795 $3,679k Jun 30, 2019 Aug 12, 2019
Focused Wealth Management Inc 40,274 $1,350k Jun 30, 2019 Jul 19, 2019
American National Registered Investment Advisor Inc 55,084 $1,846k Jun 30, 2019 Aug 5, 2019
Personal Capital Advisors Corporation 1,279,032 $42,860k Jun 30, 2019 Aug 14, 2019
Sippican Capital Advisors LLC 35,835 $1,201k Jun 30, 2019 Jul 17, 2019
The Bollard Group LLC 757,236 $25,375k Jun 30, 2019 Aug 13, 2019
Unison Advisors LLC 41,137 $1,378k Jun 30, 2019 Jul 11, 2019
Modera Wealth Management LLC 33,583 $1,125k Jun 30, 2019 Aug 7, 2019
Westchester Capital Management LLC 24,530 $822k Jun 30, 2019 Aug 5, 2019
Kavar Capital Partners LLC 99,006 $3,318k Jun 30, 2019 Aug 1, 2019
683 Capital Management LLC 100,000 $3,351k Put Jun 30, 2019 Aug 14, 2019
CPWM LLC 24,334 $815k Jun 30, 2019 Aug 2, 2019
Beacon Capital Management LLC 0 $0k Jun 30, 2019 Jul 18, 2019
Nippon Life Global Investors Americas Inc 439,080 $14,714k Jun 30, 2019 Jul 23, 2019
Arbiter Partners Capital Management LLC 140,000 $4,691k Put Jun 30, 2019 Aug 16, 2019
Oxbow Advisors LLC 86,471 $2,898k Jun 30, 2019 Aug 7, 2019
Piershale Financial Group Inc 13,358 $448k Jun 30, 2019 Jul 26, 2019
Quantitative Investment Management LLC 130,606 $4,376k Jun 30, 2019 Aug 14, 2019
Arrowgrass Capital Partners US LP 320,000 $10,723k Put Jun 30, 2019 Aug 14, 2019
Armor Advisors LLC 76,160 $2,552k Jun 30, 2019 Aug 13, 2019
Harbour Capital Advisors LLC 8,000 $268k Jun 30, 2019 Jul 10, 2019
Spectrum Group Management LLC 769 $26k Jun 30, 2019 Aug 2, 2019
Clear Perspective Advisors LLC 28,668 $961k Jun 30, 2019 Aug 12, 2019
Permanens Capital LP 776 $26k Jun 30, 2019 Aug 9, 2019
Trust Advisors Inc 29,795 $998k Jun 30, 2019 Jul 30, 2019
Dudley & Shanley Inc 15,000 $503k Jun 30, 2019 Jul 10, 2019
DT Investment Partners LLC 4,499 $151k Jun 30, 2019 Jul 30, 2019
Northstar Company LLC 29,399 $986k Jun 30, 2019 Jul 12, 2019
Blackhawk Capital Partners LLC 60,375 $2,023k Jun 30, 2019 Aug 13, 2019
Prelude Capital Management LLC 40,900 $1,371k Put Jun 30, 2019 Aug 14, 2019
Parallax Volatility Advisers LP 143,500 $4,809k Call Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 38,356 $1,258k Jun 30, 2019 Aug 16, 2019
TLWM LLC 19,931 $667k Jun 30, 2019 Jul 12, 2019
NWI Management LP 1,140,000 $38,201k Jun 30, 2019 Aug 14, 2019
MRAZ Amerine & Associates Inc 21,681 $727k Jun 30, 2019 Aug 2, 2019
RFG Advisory LLC 64,400 $2,156k Jun 30, 2019 Aug 23, 2019
Tokio Marine Asset Management USA Ltd 42,820 $1,435k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 8,209 $275k Jun 30, 2019 Jul 15, 2019
Diligent Investors LLC 87,400 $2,929k Jun 30, 2019 Aug 1, 2019
Polaris Greystone Financial Group LLC 774,746 $25,900k Jun 30, 2019 Jul 25, 2019
EFG Asset Management Americas Corp 10,117 $339k Jun 30, 2019 Jul 9, 2019
Cambridge Advisors LLC 49,169 $1,648k Jun 30, 2019 Jul 26, 2019
CWA Asset Management Group LLC 49,807 $1,669k Jun 30, 2019 Aug 13, 2019
GAME Creek Capital LP 209,500 $7,020k Jun 30, 2019 Aug 5, 2019
Allied Investment Advisors LLC 7,702 $258k Jun 30, 2019 Jul 17, 2019
Pratt Collard Advisory Partners LLC 41,273 $1,383k Jun 30, 2019 Jul 16, 2019
SVA Plumb Wealth Management LLC 14,861 $498k Jun 30, 2019 Aug 13, 2019
The Colony Group LLC 353,435 $11,844k Jun 30, 2019 Aug 19, 2019
Alpha Cubed Investments LLC 21,506 $721k Jun 30, 2019 Jul 19, 2019
Baltimore-Washington Financial Advisors Inc 13,481 $452k Jun 30, 2019 Jul 25, 2019
Yakira Capital Management Inc 83,929 $2,812k Jun 30, 2019 Aug 9, 2019
LVW Advisors LLC 13,021 $436k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 16,410 $550k Jun 30, 2019 Jul 29, 2019
Vivaldi Capital Management LLC 24,605 $825k Jun 30, 2019 Aug 14, 2019
New Vernon Investment Management LLC 14,700 $493k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 6,709 $221k Jun 30, 2019 Aug 9, 2019
DEAN Capital Investments Management LLC 21,466 $719k Jun 30, 2019 Aug 12, 2019
Credit Capital Investments LLC 175,637 $5,886k Jun 30, 2019 Aug 14, 2019
Pointstate Capital LP 200,000 $6,702k Call Jun 30, 2019 Aug 14, 2019
Spearhead Capital Advisors LLC 216,418 $7,252k Jun 30, 2019 Jul 17, 2019
Meridian Wealth Management LLC 26,159 $8,766k Jun 30, 2019 Jul 19, 2019
SRB Corporation 7,676 $257k Jun 30, 2019 Aug 14, 2019
Stevens Capital Management LP 10,047 $337k Jun 30, 2019 Jul 31, 2019
Darrell & King LLC 936,064 $31,368k Jun 30, 2019 Aug 15, 2019
Wealth Advisors of Tampa BAY LLC 123,043 $4,123k Jun 30, 2019 Jul 23, 2019
GLG Partners LP 4,571 $178k Dec 31, 2017 Feb 14, 2018
Bridgeworth LLC 89,151 $2,988k Jun 30, 2019 Jul 25, 2019
Regent Investment Management LLC 4,850 $163k Jun 30, 2019 Jul 15, 2019
Segment Wealth Management LLC 10,839 $363k Jun 30, 2019 Jul 29, 2019
Wealthstar Advisors LLC 11,129 $375k Jun 30, 2019 Aug 7, 2019
Canal Capital Management LLC 18,353 $615k Jun 30, 2019 Jul 31, 2019
Inspirion Wealth Advisors LLC 16,991 $569k Jun 30, 2019 Jul 15, 2019
Zevin Asset Management LLC 239,905 $8,039k Jun 30, 2019 Aug 6, 2019
Zimmer Partners LP 1,482,950 $49,694k Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 276,111 $9,252k Jun 30, 2019 Aug 6, 2019
Claraphi Advisory Network LLC 489 $16k Jun 30, 2019 Jul 29, 2019
Lakeview Capital Partners LLC 95,889 $3,213k Jun 30, 2019 Aug 5, 2019
Cheviot Value Management LLC 34,560 $1,158k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 15,520 $520k Jun 30, 2019 Aug 8, 2019
UNIO Capital LLC 8,213 $282k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 19,289 $6,448k Jun 30, 2019 Jul 31, 2019
Harwood Advisory Group LLC 77,683 $2,603k Jun 30, 2019 Aug 7, 2019
Cedar Wealth Management LLC 30,923 $1,036k Jun 30, 2019 Jul 24, 2019
Biltmore Family Office LLC 50,139 $1,680k Jun 30, 2019 Jul 31, 2019
Formidable Asset Management LLC 19,549 $558k Dec 31, 2018 Feb 6, 2019
Northrock Partners LLC 12,703 $425k Jun 30, 2019 Aug 12, 2019
Bronfman EL Rothschild LP 115,950 $3,885k Jun 30, 2019 Aug 12, 2019
Ropes Wealth Advisors LLC 64,126 $2,149k Jun 30, 2019 Jul 31, 2019
Telemus Capital LLC 89,534 $2,998k Jun 30, 2019 Aug 9, 2019
Torch Wealth Management LLC 22,749 $762k Jun 30, 2019 Aug 2, 2019
Shepherd Financial Partners LLC 52,628 $1,764k Jun 30, 2019 Aug 5, 2019
Balter Liquid Alternatives LLC 77,222 $2,588k Jun 30, 2019 Jul 31, 2019
ST Johns Investment Management Company LLC 15,100 $506k Jun 30, 2019 Jul 24, 2019
Alliance Wealth Management Group LLC 27,272 $914k Jun 30, 2019 Aug 12, 2019
Venturi Wealth Management LLC 51,950 $1,741k Jun 30, 2019 Aug 7, 2019
Emerald Investment Partners LLC 8,014 $269k Jun 30, 2019 Aug 12, 2019
Oliver Luxxe Assets LLC 17,891 $613k Jun 30, 2019 Jul 10, 2019
KCS Wealth Advisory LLC 12,931 $433k Jun 30, 2019 Jul 29, 2019
Fluent Financial LLC 60,706 $2,034k Jun 30, 2019 Jul 29, 2019
New Potomac Partners LLC 47,518 $1,592k Jun 30, 2019 Jul 26, 2019
Capital Bank and Trust Company 13,747 $461k Jun 30, 2019 Aug 14, 2019
Gideon Capital Advisors Inc 35,530 $1,191k Jun 30, 2019 Aug 14, 2019
KWMG LLC 73,948 $2,478k Jun 30, 2019 Jul 10, 2019
BRAY Capital Advisors LLC 6,056 $203k Jun 30, 2019 Jul 29, 2019
Chartwell Investment Partners LLC 190,000 $6,367k Jun 30, 2019 Aug 19, 2019
Measured Wealth Private Client Group LLC 8,530 $286k Jun 30, 2019 Jul 26, 2019
Acorn Wealth Advisors LLC 22,592 $788k Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 22,514 $754k Jun 30, 2019 Aug 6, 2019
Mcadam LLC 15,769 $528k Jun 30, 2019 Jul 30, 2019
Cypress Capital LLC 20,915 $701k Jun 30, 2019 Aug 15, 2019
Summit Financial Wealth Advisors LLC 290,677 $9,741k Jun 30, 2019 Jul 16, 2019
Isthmus Partners LLC 237,453 $7,957k Jun 30, 2019 Aug 9, 2019
LONG ROAD Investment Counsel LLC 10,678 $358k Jun 30, 2019 Aug 9, 2019
GWM Advisors LLC 122,044 $4,090k Jun 30, 2019 Aug 5, 2019
Good Life Advisors LLC 73,730 $2,472k Jun 30, 2019 Aug 6, 2019
Spiderrock Advisors LLC 7,700 $3k Put Jun 30, 2019 Jul 29, 2019
Granite Financial Partners LLC 17,379 $582k Jun 30, 2019 Aug 7, 2019
Sterling Global Strategies LLC 10,720 $336k Mar 31, 2019 May 15, 2019
Stokes & Hubbell Capital Management LLC 110,525 $3,466k Mar 31, 2019 Apr 24, 2019
Boston Private Wealth LLC 698,334 $23,401k Jun 30, 2019 Jul 10, 2019
Harborview Advisors LLC 9,167 $307k Jun 30, 2019 Aug 7, 2019
Teza Capital Management LLC 8,981 $301k Jun 30, 2019 Aug 8, 2019
PFG Advisors LLC 21,528 $735k Jun 30, 2019 Aug 5, 2019
Bruderman Asset Management LLC 326,037 $10,925k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 14,468 $485k Jun 30, 2019 Aug 7, 2019
Mirador Capital Partners LP 51,401 $1,722k Jun 30, 2019 Aug 6, 2019
Stumpf Capital Management LLC 109,625 $3,664k Jun 30, 2019 Aug 14, 2019
Carillon Tower Advisers Inc 616,657 $20,664k Jun 30, 2019 Aug 8, 2019
Foundations Investment Advisors LLC 37,678 $1,280k Jun 30, 2019 Jul 8, 2019
Bell & Brown Wealth Advisors LLC 14,062 $471k Jun 30, 2019 Aug 6, 2019
Aries Wealth Management LLC 20,782 $713k Jun 30, 2019 Jul 15, 2019
Ellevest Inc 4,985 $167k Jun 30, 2019 Aug 20, 2019
Dedora Capital Inc 9,555 $320k Jun 30, 2019 Aug 8, 2019
DB Root & Company LLC 34,622 $1,160k Jun 30, 2019 Jul 19, 2019
Castle Rock Wealth Management LLC 25,532 $858k Jun 30, 2019 Aug 8, 2019
Stony Point Wealth Management Inc 28,531 $949k Jun 30, 2019 Jul 23, 2019
Dorchester Wealth Management Company 23,305 $781k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 15,929 $534k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 129,018 $4,323k Jun 30, 2019 Aug 7, 2019
Abbrea Capital LLC 27,106 $908k Jun 30, 2019 Jul 31, 2019
Quadrant Private Wealth Management LLC 85,552 $2,867k Jun 30, 2019 Aug 13, 2019
Stewardship Advisors LLC 18,786 $630k Jun 30, 2019 Aug 12, 2019
Berkeley Capital Partners LLC 41,199 $1,381k Jun 30, 2019 Aug 8, 2019
Blue CHIP Wealth Management Inc 8,657 $290k Jun 30, 2019 Aug 13, 2019
Epstein and White Financial LLC 25,671 $821k Jun 30, 2019 Jul 19, 2019
Adams Diversified Equity Fund Inc 853,282 $28,593k Jun 30, 2019 Jul 29, 2019
FORT PITT Capital Group LLC 1,323,566 $44,353k Jun 30, 2019 Aug 9, 2019
Carlson Capital Management LLC 38,902 $1,304k Jun 30, 2019 Jul 15, 2019
Patton Albertson Miller Group LLC 54,411 $1,879k Jun 30, 2019 Aug 12, 2019
Marietta Wealth Management LLC 13,860 $464k Jun 30, 2019 Aug 14, 2019
SWS Partners LLC 62,030 $2,053k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 30,209 $1,012k Jun 30, 2019 Aug 8, 2019
Triarii Capital Management LP 115,000 $3,862k Sep 30, 2018 Nov 14, 2018
Moloney Securities Asset Management LLC 79,409 $2,661k Jun 30, 2019 Jul 29, 2019
Summit X 174,248 $5,878k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 751,236 $25,174k Jun 30, 2019 Jul 8, 2019
Point72 Asset Management LP 311,000 $10,422k Put Jun 30, 2019 Aug 14, 2019
Gilbert & COOK Inc 15,226 $510k Jun 30, 2019 Aug 5, 2019
Bristol Advisors LLC 44,800 $1,405k Mar 31, 2019 Apr 29, 2019
Carnick & Kubik Group LLC 12,340 $413k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 18,010 $603k Jun 30, 2019 Jul 11, 2019
Lexaurum Advisors LLC 19,139 $641k Jun 30, 2019 Jul 19, 2019
6 Meridian LLC 15,854 $531k Jun 30, 2019 Jul 12, 2019
180 Wealth Advisors LLC 58,053 $1,981k Jun 30, 2019 Aug 5, 2019
FORD Financial Group Inc 12,955 $434k Jun 30, 2019 Jul 25, 2019
Heritage Financial LLC 1,909 $64k Jun 30, 2019 Aug 13, 2019
Sicart Associates LLC 300,085 $10,056k Jun 30, 2019 Jul 23, 2019
WSFS Capital Management LLC 8,524 $286k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 168,699 $5,653k Jun 30, 2019 Jul 19, 2019
Strategic Global Advisors LLC 209,555 $7,022k Jun 30, 2019 Aug 13, 2019
Keeley-Teton Advisors LLC 7,614 $255k Jun 30, 2019 Aug 12, 2019
Centiva Capital LP 5,000 $168k Put Jun 30, 2019 Aug 13, 2019
Personal Resources Investment and Strategic Management Inc 82,391 $2,761k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 14,834 $581,000k Sep 30, 2017 Nov 14, 2017
Cfo4Life Group LLC 17,990 $603k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 34,208 $1,146k Jun 30, 2019 Jul 29, 2019
Rossmore Private Capital LLC 26,255 $880k Jun 30, 2019 Aug 5, 2019
Prime Capital Investment Advisors LLC 136,833 $4,585k Jun 30, 2019 Aug 6, 2019
Summit Wealth Advisors Inc 290,677 $9,741k Jun 30, 2019 Jul 16, 2019
Cypress Wealth Services LLC 45,942 $1,540k Jun 30, 2019 Jul 24, 2019
F3Logic LLC 10,760 $361k Jun 30, 2019 Aug 2, 2019
Wells Trecaso Financial Group LLC 114,051 $3,822k Jun 30, 2019 Jul 22, 2019
Uncommon Cents Investing LLC 9,461 $317k Jun 30, 2019 Jul 12, 2019
Arnhold LLC 740,474 $24,813k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 54,482 $1,837k Jun 30, 2019 Jul 17, 2019
JGP Wealth Management LLC 130,198 $4,363k Jun 30, 2019 Jul 15, 2019
Truvestments Capital LLC 65,469 $2,194k Jun 30, 2019 Jul 15, 2019
Wealth Advisors Group LLC 108,404 $3,633k Jun 30, 2019 Aug 7, 2019
Asset Advisors Investment Management LLC 7,102 $238k Jun 30, 2019 Jul 25, 2019
Summit Financial LLC 6,825 $229k Jun 30, 2019 Jul 3, 2019
Trust Advisors LLC 29,795 $998k Jun 30, 2019 Jul 30, 2019
Private Counsel Group Ltd 34,835 $1,170k Jun 30, 2019 Jul 29, 2019
Moors & Cabot Inc 311,531 $10,457k Jun 30, 2019 Jul 18, 2019
Baldwin Brothers Inc 8,641 $290k Jun 30, 2019 Jul 19, 2019

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