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ABBOTT LABS
(002824100)

Funds Reporting Holdings of ABBOTT LABS according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
DA Davidson & Co 165,052 $13,881k Jun 30, 2019 Aug 13, 2019
Oppenheimer & Co Inc 105,876 $8,905k Jun 30, 2019 Aug 9, 2019
Moors & Cabot Inc 56,011 $4,707k Jun 30, 2019 Jul 18, 2019
Waddell & REED Inc 258,390 $21,731k Jun 30, 2019 Aug 14, 2019
Davenport & Company LLC 104,623 $8,799k Jun 30, 2019 Jul 10, 2019
Foresters Investment Management Company Inc 419,436 $35,275k Jun 30, 2019 Aug 12, 2019
B Riley Wealth Management Inc 6,335 $533k Jun 30, 2019 Aug 14, 2019
VOYA Financial Advisors Inc 47,101 $3,942k Jun 30, 2019 Aug 14, 2019
Shufro ROSE & Co LLC 3,710 $312k Jun 30, 2019 Jul 24, 2019
Waters Parkerson & Co LLC 497,525 $41,842k Jun 30, 2019 Aug 6, 2019
Stralem & Company Incorporated 62,335 $5,242k Jun 30, 2019 Jul 16, 2019
KMS Financial Services Inc 40,722 $1,694k Sep 30, 2014 Nov 17, 2014
American Research & Management Company 5,387 $453k Jun 30, 2019 Jul 18, 2019
Commonwealth Equity Services LLC 551,404 $46,373k Jun 30, 2019 Jul 19, 2019
Abner Herrman & Brock LLC 280,955 $23,628k Jun 30, 2019 Jul 19, 2019
Cetera Advisors LLC 29,109 $2,445k Jun 30, 2019 Aug 12, 2019
Prospera Financial Services Inc 16,614 $1,406k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 11,361 $955k Jun 30, 2019 Aug 6, 2019
Searle & Co 16,050 $1,350k Jun 30, 2019 Jul 17, 2019
Curbstone Financial Management Corporation 39,198 $3,297k Jun 30, 2019 Jul 9, 2019
Cetera Advisor Networks LLC 36,515 $3,069k Jun 30, 2019 Aug 12, 2019
Transamerica Financial Advisors Inc 132 $12k Jun 30, 2019 Aug 21, 2019
Rodgers Brothers Inc 121,388 $10,209k Jun 30, 2019 Aug 14, 2019
Wilmington Trust Investment Management LLC 11,606 $475k Jun 30, 2014 Aug 13, 2014
Sanders Morris Harris LLC 25,580 $2,149k Jun 30, 2019 Jul 10, 2019
Calton & Associates Inc 8,988 $756k Jun 30, 2019 Jul 9, 2019
The WEIL Company 10,094 $849k Jun 30, 2019 Aug 12, 2019
Hunter Associates Investment Management LLC 28,030 $2,357k Jun 30, 2019 Aug 8, 2019
Goelzer Investment Management Inc 15,196 $1,278k Jun 30, 2019 Jul 29, 2019
Hollencrest Capital Management LLC 2,589 $218k Jun 30, 2019 Jul 18, 2019
Advisors Asset Management Inc 209,635 $17,630k Jun 30, 2019 Aug 14, 2019
Deltec Asset Management LLC 149,300 $12,556k Jun 30, 2019 Jul 29, 2019
Financial Engines Advisors LLC 62,051 $5,219k Jun 30, 2019 Aug 9, 2019
Harding Loevner LP 2,591,406 $217,938k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 59,076 $4,968k Jun 30, 2019 Jul 25, 2019
The Pacific Center FOR Financial Services 370 $31k Jun 30, 2019 Aug 15, 2019
Mcrae Capital Management Inc 8,912 $749k Jun 30, 2019 Jul 29, 2019
Carderock Capital Management Inc 55,940 $4,705k Jun 30, 2019 Jul 15, 2019
BEL AIR Investment Advisors LLC 18,058 $599k Sep 30, 2013 Nov 12, 2013
Dodge & COX 32,329 $2,719k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 87,636 $7,370k Jun 30, 2019 Aug 14, 2019
Financial Advantage Inc 100 $8k Jun 30, 2019 Jul 23, 2019
SPC Financial Inc 19,373 $1,629k Jun 30, 2019 Aug 1, 2019
Gillespie Robinson & Grimm Inc 184,054 $15,479k Jun 30, 2019 Jul 22, 2019
HOWE and Rusling Inc 16,078 $1,352k Jun 30, 2019 Aug 12, 2019
Whitnell & Co 48,776 $4,102k Jun 30, 2019 Jul 16, 2019
Cleararc Capital Inc 26,303 $2,212k Jun 30, 2019 Aug 7, 2019
Janus Capital Management LLC 1,354,326 $60,147k Mar 31, 2017 May 16, 2017
Dillon & Associates Inc 210,991 $17,723k Jun 30, 2019 Jul 22, 2019
Ferguson Wellman Capital Management Inc 51,763 $4,353k Jun 30, 2019 Jul 16, 2019
Howland Capital Management LLC 25,605 $2,153k Jun 30, 2019 Jul 17, 2019
Bruce & Co Inc 254,600 $21,411k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 3,743 $315k Jun 30, 2019 Jul 23, 2019
Clark Capital Management Group Inc 497,507 $41,840k Jun 30, 2019 Jul 12, 2019
North American Management Corp 309,316 $26,014k Jun 30, 2019 Jul 30, 2019
AULL & Monroe Investment Management Corp 27,031 $2,274k Jun 30, 2019 Jul 29, 2019
BOYS Arnold & Company Inc 56,772 $4,775k Jun 30, 2019 Aug 1, 2019
Montag & Caldwell LLC 1,124,152 $94,541k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 72,311 $6,081k Jun 30, 2019 Jul 29, 2019
Cambridge Advisors Inc 10,365 $872k Jun 30, 2019 Jul 26, 2019
Salem Investment Counselors Inc 63,102 $5,307k Jun 30, 2019 Aug 14, 2019
Eaton Vance Management 5,285,590 $444,151k Jun 30, 2019 Aug 16, 2019
Atalanta Sosnoff Capital LLC 271,516 $22,834k Jun 30, 2019 Jul 15, 2019
SSI Investment Management Inc 5,388 $454k Jun 30, 2019 Aug 12, 2019
Parsec Financial Management Inc 97,467 $8,197k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 68,552 $5,765k Jun 30, 2019 Aug 5, 2019
Evergreen Capital Management LLC 7,560 $636k Jun 30, 2019 Aug 14, 2019
Guardian Investment Management LLC 15,591 $1,311k Jun 30, 2019 Aug 16, 2019
Gabelli Funds LLC 229,000 $19,259k Jun 30, 2019 Aug 2, 2019
Vontobel Asset Management Inc 9,737 $820k Jun 30, 2019 Aug 14, 2019
Wheatland Advisors Inc 6,632 $558k Jun 30, 2019 Aug 7, 2019
PRIO Wealth Limited Partnership 837,025 $70,393k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 5,459 $459k Jun 30, 2019 Aug 2, 2019
van ECK Associates Corporation 65,291 $5,491k Jun 30, 2019 Aug 7, 2019
Bennicas & Associates Inc 17,543 $1,475k Jun 30, 2019 Jul 12, 2019
LOWE Brockenbrough & Company Inc 60,113 $5,055k Jun 30, 2019 Aug 12, 2019
Harbor Advisory Corporation 32,357 $2,721k Jun 30, 2019 Jul 30, 2019
Bowen Hanes & Co Inc 4,359 $367k Jun 30, 2019 Aug 13, 2019
Murphy Capital Management Inc 23,225 $1,953k Jun 30, 2019 Jul 22, 2019
Ramsay Stattman VELA & Price Inc 125,579 $10,561k Jun 30, 2019 Aug 9, 2019
Sadoff Investment Management LLC 4,273 $359k Jun 30, 2019 Aug 7, 2019
Congress Asset Management Company LLP 756,861 $63,652k Jun 30, 2019 Aug 7, 2019
Wilmington Funds Management Corporation 16,409 $671k Jun 30, 2014 Aug 13, 2014
Sentry Investment Management LLC 110,525 $9,295k Jun 30, 2019 Aug 12, 2019
DF DENT and Company Inc 13,213 $1,111k Jun 30, 2019 Aug 15, 2019
BTR Capital Management Inc 105,614 $8,882k Jun 30, 2019 Jul 18, 2019
Panagora Asset Management Inc 1,738,809 $146,234k Jun 30, 2019 Aug 9, 2019
Pictet Asset Management Limited 1,686,206 $141,810k Jun 30, 2019 Aug 15, 2019
Tealwood Asset Management Inc 30,734 $2,585k Jun 30, 2019 Aug 6, 2019
Washington Capital Management Inc 18,763 $1,578k Jun 30, 2019 Aug 7, 2019
Greatmark Investment Partners Inc 4,417 $371k Jun 30, 2019 Aug 5, 2019
The Family FIRM Inc 4,309 $362k Jun 30, 2019 Aug 6, 2019
Jensen Investment Management Inc 117,702 $9,899k Jun 30, 2019 Aug 2, 2019
Baldwin Brothers Inc 3,414 $287k Jun 30, 2019 Jul 19, 2019
Provise Management Group LLC 12,278 $1,033k Jun 30, 2019 Aug 9, 2019
Miles Capital Inc 4,013 $337k Jun 30, 2019 Aug 13, 2019
Cornerstone Capital Inc 299,771 $25,211k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 34,148 $2,872k Jun 30, 2019 Jul 15, 2019
Accredited Investors Inc 14,804 $1,245k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 1,086,535 $91,378k Jun 30, 2019 Aug 13, 2019
Marshwinds Advisory Company 57,963 $4,192k Dec 31, 2018 Jan 7, 2019
Anchor Capital Advisors LLC 209,756 $17,640k Jun 30, 2019 Aug 1, 2019
Pettee Investors Inc 30,378 $2,555k Jun 30, 2019 Aug 7, 2019
Brown Capital Management LLC 12,002 $1,009k Jun 30, 2019 Aug 13, 2019
Cetera Investment Advisers LLC 20,689 $1,732k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 81,413 $6,847k Jun 30, 2019 Aug 8, 2019
Everence Capital Management Inc 49,902 $4,197k Jun 30, 2019 Aug 2, 2019
Independent Investors Inc 50,350 $4,234k Jun 30, 2019 Jul 18, 2019
Tocqueville Asset Management LP 395,012 $33,221k Jun 30, 2019 Jul 31, 2019
SIT Investment Associates Inc 219,570 $18,466k Jun 30, 2019 Aug 14, 2019
Thompson Siegel & Walmsley LLC 7,801 $656k Jun 30, 2019 Aug 12, 2019
Legacy Capital Partners Inc 63,955 $5,379k Jun 30, 2019 Jul 16, 2019
Montag A & Associates Inc 107,212 $9,017k Jun 30, 2019 Aug 6, 2019
Driehaus Capital Management LLC 4,218 $355k Jun 30, 2019 Aug 14, 2019
Calamos Advisors LLC 419,863 $35,310k Jun 30, 2019 Aug 7, 2019
Westport Asset Management Inc 5,000 $421k Jun 30, 2019 Aug 9, 2019
S R Schill & Associates Inc 6,240 $525k Jun 30, 2019 Aug 19, 2019
Financial Architects Inc 10,428 $877k Jun 30, 2019 Aug 14, 2019
New England Asset Management Inc 25,084 $2,110k Jun 30, 2019 Aug 14, 2019
Investment Counsel Inc 34,319 $2,854k Jun 30, 2019 Jul 29, 2019
IMS Capital Management Inc 14,123 $1,188k Jun 30, 2019 Aug 14, 2019
Mendel Money Management Inc 8,835 $743k Jun 30, 2019 Aug 8, 2019
Regentatlantic Capital LLC 80,475 $6,768k Jun 30, 2019 Jul 23, 2019
Liberty Capital Management Inc 36,727 $3,089k Jun 30, 2019 Jul 15, 2019
First Foundation Advisors 6,660 $560k Jun 30, 2019 Aug 14, 2019
Shine Investment Advisory Services Inc 1,843 $155k Jun 30, 2019 Jul 25, 2019
Horizon Asset Management LLC 20,438 $1,719k Jun 30, 2019 Aug 14, 2019
Choate Investment Advisors LLC 97,752 $8,221k Jun 30, 2019 Aug 14, 2019
Gardner Russo & Gardner LLC 12,110 $1,018k Jun 30, 2019 Aug 13, 2019
BAHL & Gaynor Inc 1,232,475 $103,651k Jun 30, 2019 Aug 12, 2019
Systematic Financial Management LP 3,400 $286k Jun 30, 2019 Jul 26, 2019
Thomas White International Ltd 18,769 $1,578k Jun 30, 2019 Aug 13, 2019
Chatham Capital Group Inc 19,297 $1,623k Jun 30, 2019 Jul 24, 2019
Front Barnett Associates LLC 10,627 $894k Jun 30, 2019 Aug 6, 2019
Grantham Mayo van Otterloo & Co LLC 1,748,219 $147,025k Jun 30, 2019 Aug 13, 2019
Monarch Capital Management Inc 83,232 $7,000k Jun 30, 2019 Jul 31, 2019
Doliver Capital Advisors LP 7,282 $612k Jun 30, 2019 Jul 25, 2019
Stearns Financial Services Group Inc 17,816 $1,498k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 5,111 $369k Dec 31, 2018 Feb 13, 2019
Financial Counselors Inc 49,424 $4,157k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 400 $34k Jun 30, 2019 Aug 12, 2019
CIBC Asset Management Inc 152,728 $12,844k Jun 30, 2019 Aug 5, 2019
Mutual of America Capital Management LLC 235,468 $19,803k Jun 30, 2019 Aug 12, 2019
Sonora Investment Management LLC 4,038 $340k Jun 30, 2019 Jul 19, 2019
Argyle Capital Management Inc 13,848 $1,165k Jun 30, 2019 Jul 25, 2019
Private Asset Management Inc 15,337 $1,290k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 7,663 $644k Jun 30, 2019 Aug 13, 2019
Harvest Capital Management Inc 6,744 $567k Jun 30, 2019 Aug 7, 2019
Financial Asset Management Corp 15,337 $1,290k Jun 30, 2019 Aug 14, 2019
Edgewood Management LLC 73,014 $6,140k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 192,008 $16,148k Jun 30, 2019 Jul 16, 2019
IRON Financial LLC 4,615 $369k Jun 30, 2019 Aug 2, 2019
FRED Alger Management Inc 4,446,971 $373,990k Jun 30, 2019 Aug 14, 2019
Natixis Advisors LP 413,529 $34,778k Jun 30, 2019 Aug 12, 2019
Williams Jones & Associates LLC 134,990 $11,353k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 14,709 $1,237k Jun 30, 2019 Aug 2, 2019
The Financial Consulate Inc 2,533 $213k Jun 30, 2019 Jul 24, 2019
Hartline Investment Corp 10,459 $880k Jun 30, 2019 Aug 8, 2019
The Burney Company 46,328 $3,896k Jun 30, 2019 Aug 12, 2019
Peak Asset Management LLC 15,319 $1,288k Jun 30, 2019 Aug 15, 2019
Pacific Global Investment Management Co 23,129 $1,945k Jun 30, 2019 Aug 14, 2019
Provident Investment Management Inc 11,807 $993k Jun 30, 2019 Aug 8, 2019
America First Investment Advisors LLC 221,864 $18,659k Jun 30, 2019 Jul 29, 2019
Campbell Newman Asset Management Inc 8,322 $700k Jun 30, 2019 Jul 24, 2019
The Swarthmore Group Inc 132,975 $11,183k Jun 30, 2019 Jul 25, 2019
Oak Ridge Investments LLC 74,415 $6,258k Jun 30, 2019 Aug 14, 2019
Hanseatic Management Services Inc 10,422 $876k Jun 30, 2019 Jul 19, 2019
Hamel Associates Inc 20,700 $1,741k Jun 30, 2019 Aug 5, 2019
Northstar Asset Management Inc 3,628 $305k Jun 30, 2019 Jul 16, 2019
Boston Family Office LLC 104,945 $8,826k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 175,969 $14,799k Jun 30, 2019 Jul 30, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 15,219 $1,280k Jun 30, 2019 Aug 9, 2019
Security Asset Management Inc 22,176 $1,865k Jun 30, 2019 Aug 6, 2019
Savant Capital LLC 60,004 $5,046k Jun 30, 2019 Aug 6, 2019
Northstar Investment Advisors LLC 149,493 $12,572k Jun 30, 2019 Jul 17, 2019
DUFF & Phelps Investment Management Co 19,310 $1,624k Jun 30, 2019 Aug 2, 2019
Eagle Global Advisors LLC 3,991 $336k Jun 30, 2019 Aug 13, 2019
Meyer Handelman Company LLC 2,196 $185k Jun 30, 2019 Jul 23, 2019
Eubel Brady & Suttman Asset Management Inc 6,584 $554k Jun 30, 2019 Aug 12, 2019
NISA Investment Advisors LLC 735,026 $61,816k Jun 30, 2019 Jul 12, 2019
Wetherby Asset Management 246 $21k Jun 30, 2019 Jul 25, 2019
Sentry Management Inc 110,525 $9,295k Jun 30, 2019 Aug 12, 2019
Conning Inc 25,854 $2,174k Jun 30, 2019 Jul 25, 2019
BSW Wealth Partners LLC 4,562 $384k Jun 30, 2019 Aug 13, 2019
Steinberg Global Asset Management Ltd 12,789 $1,022k Mar 31, 2019 Apr 24, 2019
Mastrapasqua Asset Management Inc 105,435 $8,867k Jun 30, 2019 Aug 12, 2019
Fagan Associates Inc 7,495 $630k Jun 30, 2019 Jul 12, 2019
GHP Investment Advisors Inc 22,326 $1,878k Jun 30, 2019 Aug 2, 2019
Southeast Asset Advisors Inc 2,546 $214k Jun 30, 2019 Aug 14, 2019
Litman Gregory Asset Management LLC 679 $57k Jun 30, 2019 Jul 31, 2019
Boston Research and Management Inc 61,902 $5,205k Jun 30, 2019 Aug 7, 2019
Woodley Farra Manion Portfolio Management Inc 3,367 $283k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 84,982 $7,147k Jun 30, 2019 Jul 22, 2019
Friess Associates LLC 268,806 $22,607k Jun 30, 2019 Aug 14, 2019
Northside Capital Management LLC 9,009 $758k Jun 30, 2019 Jul 16, 2019
Markston International LLC 62,003 $5,214k Jun 30, 2019 Aug 6, 2019
Parthenon LLC 37,519 $3,155k Jun 30, 2019 Jul 29, 2019
Summit Financial Strategies Inc 7,661 $644k Jun 30, 2019 Aug 8, 2019
KLCM Advisors Inc 9,458 $795k Jun 30, 2019 Aug 15, 2019
The Roosevelt Investment Group Inc 2,675 $225k Jun 30, 2019 Aug 8, 2019
Shoker Investment Counsel Inc 2,703 $227k Jun 30, 2019 Aug 9, 2019
Hutner Capital Management Inc 47,995 $4,036k Jun 30, 2019 Aug 7, 2019
Cohen Capital Management Inc 10,038 $844k Jun 30, 2019 Aug 7, 2019
Earnest Partners LLC 859 $72k Jun 30, 2019 Aug 13, 2019
Argent Capital Management LLC 7,300 $614k Jun 30, 2019 Aug 15, 2019
Northwest Investment Counselors LLC 27,369 $2,302k Jun 30, 2019 Jul 25, 2019
Auxier Asset Management LLC 97,380 $8,190k Jun 30, 2019 Aug 15, 2019
Oakbrook Investments LLC 57,267 $4,816k Jun 30, 2019 Jul 18, 2019
Bridges Investment Management Inc 7,095 $597k Jun 30, 2019 Aug 7, 2019
Clifford SWAN Investment Counsel LLC 283,601 $23,851k Jun 30, 2019 Aug 13, 2019
Weybosset Research & Management LLC 4,750 $399k Jun 30, 2019 Jul 22, 2019
Valmark Advisers Inc 3,475 $292k Jun 30, 2019 Aug 7, 2019
Pillar Pacific Capital Management LLC 1,062 $89k Jun 30, 2019 Aug 7, 2019
Riverbridge Partners LLC 14,959 $1,258k Jun 30, 2019 Jul 10, 2019
Private Vista LLC 5,334 $448k Jun 30, 2019 Jul 19, 2019
Fairview Capital Investment Management LLC 6,155 $517k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 144,386 $12,143k Jun 30, 2019 Jul 18, 2019
Shamrock Asset Management LLC 12,146 $1,021k Jun 30, 2019 Aug 9, 2019
Cadinha & Co LLC 18,675 $1,571k Jun 30, 2019 Aug 9, 2019
Karpas Strategies LLC 6,100 $513k Jun 30, 2019 Jul 25, 2019
Hall Capital Management Company Inc 26,390 $2,219k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 93,414 $7,856k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 10,673 $898k Jun 30, 2019 Aug 13, 2019
Signature Estate & Investment Advisors LLC 2,701 $227k Jun 30, 2019 Aug 1, 2019
Marco Investment Management LLC 77,824 $6,545k Jun 30, 2019 Aug 6, 2019
Apriem Advisors 3,835 $323k Jun 30, 2019 Aug 14, 2019
Homrich & BERG Inc 12,629 $1,062k Jun 30, 2019 Aug 5, 2019
Capital Guardian Trust Company 580,374 $48,798k Jun 30, 2019 Aug 14, 2019
Nomura Asset Management USA Inc 2,683 $226k Jun 30, 2019 Aug 13, 2019
Suncoast Equity Management LLC 5,528 $465k Jun 30, 2019 Jul 26, 2019
Badgley Phelps and Bell Inc 14,766 $1,242k Jun 30, 2019 Jul 30, 2019
Cornerstone Wealth Management LLC 7,960 $669k Jun 30, 2019 Aug 2, 2019
White Pine Capital LLC 20,404 $1,716k Jun 30, 2019 Aug 14, 2019
Foothills Asset Management Ltd 43,562 $3,664k Jun 30, 2019 Jul 17, 2019
Blue FIN Capital Inc 18,207 $1,531k Jun 30, 2019 Jul 22, 2019
Marietta Investment Partners LLC 22,247 $1,871k Jun 30, 2019 Aug 13, 2019
Stevens First Principles Investment Advisors 41 $3k Jun 30, 2019 Jul 22, 2019
Brave Asset Management Inc 2,750 $231k Jun 30, 2019 Aug 5, 2019
Court Place Advisors LLC 11,731 $987k Jun 30, 2019 Jul 30, 2019
First Republic Investment Management Inc 842,953 $70,892k Jun 30, 2019 Aug 7, 2019
Alesco Advisors LLC 4,269 $359k Jun 30, 2019 Aug 14, 2019
Peninsula Asset Management Inc 315 $26k Jun 30, 2019 Aug 15, 2019
RNC Capital Management LLC 13,056 $1,098k Jun 30, 2019 Jul 25, 2019
Salem Capital Management Inc 22,445 $1,888k Jun 30, 2019 Jul 9, 2019
Douglass Winthrop Advisors LLC 43,882 $3,690k Jun 30, 2019 Jul 10, 2019
Seabridge Investment Advisors LLC 2,875 $242k Jun 30, 2019 Jul 18, 2019
Grassi Investment Management LLC 123,486 $10,385k Jun 30, 2019 Jul 10, 2019
Tower VIEW Investment Management & Research LLC 1,009 $85k Jun 30, 2019 Jul 17, 2019
Lejeune Puetz Investment Counsel 2,067 $174k Jun 30, 2019 Jul 29, 2019
MARK Sheptoff Financial Planning LLC 50,669 $4,261k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 82,107 $6,905k Jun 30, 2019 Aug 14, 2019
Sawgrass Asset Management LLC 542,759 $45,646k Jun 30, 2019 Jul 23, 2019
Wrapmanager Inc 3,132 $263k Jun 30, 2019 Jul 31, 2019
Hallmark Capital Management Inc 1,462 $123k Jun 30, 2019 Aug 8, 2019
Logan Capital Management Inc 64 $5k Jun 30, 2019 Jul 24, 2019
Baldwin Investment Management LLC 20,194 $1,698k Jun 30, 2019 Aug 6, 2019
LBMC Investment Advisors LLC 2,552 $215k Jun 30, 2019 Jul 18, 2019
Asset Management One USA Inc 942,275 $79,245k Jun 30, 2019 Aug 14, 2019
Assetmark Inc 2,916 $245k Jun 30, 2019 Aug 14, 2019
Edgemoor Investment Advisors Inc 2,981 $251k Jun 30, 2019 Aug 9, 2019
Meristem Family Wealth LLC 12,684 $1,067k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 3,628 $305k Jun 30, 2019 Jul 16, 2019
Fundx Investment Group LLC 19,000 $1,598k Jun 30, 2019 Aug 5, 2019
Stewart & Patten Co LLC 714 $60k Jun 30, 2019 Jul 17, 2019
Bristlecone Advisors LLC 7,191 $605k Jun 30, 2019 Jul 19, 2019
Dumont & Blake Investment Advisors LLC 18,885 $1,588k Jun 30, 2019 Aug 1, 2019
Northpointe Capital LLC 68,567 $5,766k Jun 30, 2019 Jul 26, 2019
Shayne & Co LLC 2,800 $235k Jun 30, 2019 Jul 24, 2019
REDW Stanley Financial Advisors LLC 2,682 $226k Jun 30, 2019 Aug 9, 2019
Summit Financial Group Inc 350 $29k Jun 30, 2019 Jul 3, 2019
Keeler Thomas Management LLC 48,850 $4,108k Jun 30, 2019 Jul 31, 2019
Highland Private Wealth Management 2,505 $211k Jun 30, 2019 Aug 13, 2019
Horizon Investments LLC 4,669 $393k Jun 30, 2019 Aug 14, 2019
Brightworth LLC 73,061 $6,144k Jun 30, 2019 Jul 31, 2019
Asset Management Corporation 15,337 $1,290k Jun 30, 2019 Aug 14, 2019
Profund Advisors LLC 52,077 $4,380k Jun 30, 2019 Aug 13, 2019
Biegel & Waller LLC 2,498 $210k Jun 30, 2019 Jul 23, 2019
Summit Asset Management LLC 2,882 $242k Jun 30, 2019 Aug 7, 2019
Gables Capital Management Inc 2,845 $239k Jun 30, 2019 Jul 31, 2019
Churchill Management Corp 48,393 $4,070k Jun 30, 2019 Jul 10, 2019
Strategic Financial Services Inc 5,011 $421k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments USA Ltd 1,760 $141k Mar 31, 2019 Apr 18, 2019
Contravisory Investment Management Inc 65,442 $5,504k Jun 30, 2019 Jul 9, 2019
Woodmont Investment Counsel LLC 20,676 $1,739k Jun 30, 2019 Aug 14, 2019
MAI Capital Management LLC 5,700 $479k Put Jun 30, 2019 Aug 15, 2019
RE Advisers Corporation 1,619,000 $136,158k Jun 30, 2019 Aug 12, 2019
Sandler Capital Management 143,450 $12,064k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 81,297 $6,837k Jun 30, 2019 Aug 14, 2019
Securian Asset Management Inc 185,793 $15,625k Jun 30, 2019 Aug 5, 2019
LSV Asset Management 10,800 $908k Jun 30, 2019 Aug 8, 2019
Lincoln Capital Corporation 11,904 $1,001k Jun 30, 2019 Jul 12, 2019
Oarsman Capital Inc 12,509 $1,052k Jun 30, 2019 Aug 13, 2019
S & Co Inc 278,610 $23,431k Jun 30, 2019 Jul 23, 2019
Appleton Partners Inc 24,466 $2,058k Jun 30, 2019 Jul 25, 2019
Alpha Windward LLC 4,584 $406k Jun 30, 2019 Jul 30, 2019
Obermeyer WOOD Investment Counsel LLLP 8,549 $719k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 1,760 $141k Mar 31, 2019 Apr 18, 2019
TDAM USA Inc 108,788 $9,149k Jun 30, 2019 Aug 1, 2019
Asset Management Group Inc 15,337 $1,290k Jun 30, 2019 Aug 14, 2019
Provident Trust Company 16,428 $1,382k Jun 30, 2019 Aug 1, 2019
Altfest L J & Co Inc 8,969 $754k Jun 30, 2019 Jul 15, 2019
Winch Advisory Services LLC 16 $1k Jun 30, 2019 Aug 7, 2019
Brown Advisory LLC 319,626 $26,880k Jun 30, 2019 Aug 12, 2019
Colonial Trust Advisors Inc 6,710 $564k Jun 30, 2019 Aug 21, 2019
Crawford Investment Counsel Inc 30,840 $2,594k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 24,745 $2,081k Jun 30, 2019 Aug 13, 2019
Butensky & Cohen Financial Security Inc 27,565 $2,318k Jun 30, 2019 Jul 12, 2019
Sectoral Asset Management Inc 83,198 $6,997k Jun 30, 2019 Aug 14, 2019
Rothschild & Co Asset Management US Inc 289,970 $24,387k Jun 30, 2019 Jul 25, 2019
Mairs and Power Inc 2,490,019 $209,411k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 3,869 $325k Jun 30, 2019 Aug 13, 2019
Destination Wealth Management 237,468 $19,971k Jun 30, 2019 Jul 19, 2019
ZWJ Investment Counsel Inc 44,409 $3,735k Jun 30, 2019 Jul 24, 2019
Chelsea Counsel Company 41,263 $2,517k Jun 30, 2018 Oct 3, 2018
The Northstar Group Inc 8,739 $735k Jun 30, 2019 Jul 12, 2019
Beech Hill Advisors Inc 12,150 $1,022k Jun 30, 2019 Jul 15, 2019
Hendley & Co Inc 44,019 $3,702k Jun 30, 2019 Aug 8, 2019
Harvey Investment Company LLC 243,964 $20,517k Jun 30, 2019 Jul 16, 2019
Becker Capital Management Inc 10,082 $848k Jun 30, 2019 Aug 8, 2019
Bingham Osborn & Scarborough LLC 14,392 $1,210k Jun 30, 2019 Aug 2, 2019
Bailard Inc 15,655 $1,317k Jun 30, 2019 Jul 26, 2019
Davidson Investment Advisors Inc 5,734 $482k Jun 30, 2019 Aug 13, 2019
Pinnacle Associates Ltd 51,761 $4,353k Jun 30, 2019 Aug 5, 2019
Diamond Hill Capital Management Inc 6,513,423 $547,779k Jun 30, 2019 Aug 1, 2019
Capital Investment Services of America Inc 3,343 $281k Jun 30, 2019 Jul 12, 2019
Quest Investment Management LLC 11,039 $928k Jun 30, 2019 Aug 13, 2019
Eagle Asset Management Inc 344,041 $28,933k Jun 30, 2019 Aug 6, 2019
Woodstock Corporation 123,691 $10,402k Jun 30, 2019 Jul 3, 2019
Sigma Planning Corporation 31,492 $2,649k Jun 30, 2019 Aug 1, 2019
Cookson Peirce & Co Inc 575,813 $48,426k Jun 30, 2019 Jul 31, 2019
New England Research & Management Inc 25,378 $2,134k Jun 30, 2019 Jul 9, 2019
Great Lakes Advisors LLC 55,503 $4,668k Jun 30, 2019 Aug 5, 2019
Nomura Asset Management Co Ltd 2,683 $226k Jun 30, 2019 Aug 13, 2019
Excalibur Management Corp 21,165 $1,780k Jun 30, 2019 Jul 26, 2019
Duncker Streett & Co LLC 52,088 $4,381k Jun 30, 2019 Jul 24, 2019
Asset Management One Co Ltd 942,275 $79,245k Jun 30, 2019 Aug 14, 2019
Zacks Investment Management Inc 12,340 $1,038k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 7,762 $653k Jun 30, 2019 Jul 10, 2019
Cornerstone Advisors Inc 161,000 $12,870k Mar 31, 2019 May 13, 2019
Family Legacy Inc 4,727 $398k Jun 30, 2019 Jul 25, 2019
Grandfield & DODD LLC 16,952 $1,426k Jun 30, 2019 Jul 29, 2019
Benin Management Corp 27,638 $2,324k Jun 30, 2019 Jul 31, 2019
LEE Danner & BASS Inc 53,900 $4,533k Jun 30, 2019 Jul 30, 2019
NTV Asset Management LLC 39,964 $3,361k Jun 30, 2019 Jul 29, 2019
Truewealth LLC 1,530 $129k Jun 30, 2019 Jul 10, 2019
Bourne LENT Asset Management Inc 2,568 $216k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 26,375 $1,282k Jun 30, 2017 Aug 15, 2017
DOCK Street Asset Management Inc 16,399 $1,379k Jun 30, 2019 Jul 31, 2019
Founders Capital Management Inc 30,937 $2,602k Jun 30, 2019 Jul 11, 2019
SAND Hill Global Advisors LLC 68,326 $5,746k Jun 30, 2019 Aug 13, 2019
Glynn Capital Management LLC 25,000 $2,102k Jun 30, 2019 Aug 2, 2019
Round Table Services LLC 3,739 $314k Jun 30, 2019 Jul 17, 2019
COHO Partners Ltd 2,103,300 $176,888k Jun 30, 2019 Aug 8, 2019
Violich Capital Management 2,708 $228k Jun 30, 2019 Jul 22, 2019
Rational Advisors Inc 12,514 $1,052k Jun 30, 2019 Aug 8, 2019
Chesley TAFT & Associates LLC 324,788 $27,315k Jun 30, 2019 Jul 10, 2019
Perritt Capital Management Inc 9,025 $759k Jun 30, 2019 Aug 13, 2019
Brinker Capital Inc 181,897 $15,298k Jun 30, 2019 Aug 12, 2019
Conestoga Capital Advisors LLC 8,990 $756k Jun 30, 2019 Aug 2, 2019
Columbus Circle Investors 644,458 $54,199k Jun 30, 2019 Aug 2, 2019
Wesbanco Bank Inc 150,754 $12,678k Jun 30, 2019 Aug 13, 2019
RAAB & Moskowitz Asset Management LLC 18,883 $1,588k Jun 30, 2019 Aug 9, 2019
Plante Moran Financial Advisors LLC 13,649 $1,148k Jun 30, 2019 Aug 13, 2019
South Texas Money Management Ltd 11,079 $932k Jun 30, 2019 Jul 2, 2019
Waverton Investment Management Limited 54,298 $4,566k Jun 30, 2019 Jul 17, 2019
Cambridge Financial Group Inc 15,304 $1,287k Jun 30, 2019 Jul 29, 2019
Advisors Capital Management LLC 2,430 $204k Jun 30, 2019 Aug 15, 2019
Bank of Hawaii 3,400 $286k Jun 30, 2019 Aug 15, 2019
COE Capital Management LLC 30,862 $2,595k Jun 30, 2019 Aug 14, 2019
Hardman Johnston Global Advisors LLC 49,558 $4,168k Jun 30, 2019 Aug 5, 2019
Rafferty Asset Management LLC 9,313 $783k Jun 30, 2019 Aug 9, 2019
Avalon Advisors LLC 527,357 $44,351k Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 11,703 $984k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 118,378 $9,956k Jun 30, 2019 Jul 30, 2019
Midwest Professional Planners Ltd 15,715 $1,322k Jun 30, 2019 Aug 12, 2019
Mission Wealth Management LP 10,668 $897k Jun 30, 2019 Aug 9, 2019
Affiance Financial LLC 4,400 $370k Jun 30, 2019 Jul 11, 2019
Heritage Investment Group Inc 100 $8k Jun 30, 2019 Aug 13, 2019
Tufton Capital Management LLC 94,399 $7,938k Jun 30, 2019 Jul 26, 2019
Jolley Asset Management LLC 31,590 $2,657k Jun 30, 2019 Jul 22, 2019
DSM Capital Partners LLC 1,700,720 $143,030k Jun 30, 2019 Aug 14, 2019
Fiera Capital Inc 7,800 $656k Jun 30, 2019 Aug 12, 2019
Loudon Investment Management LLC 8,656 $728k Jun 30, 2019 Aug 13, 2019
Tradition Capital Management LLC 51,264 $4,098k Mar 31, 2019 May 7, 2019
Princeton Capital Management LLC 5,166 $434k Jun 30, 2019 Aug 12, 2019
Callahan Advisors LLC 124,310 $10,454k Jun 30, 2019 Jul 17, 2019
Mason Street Advisors LLC 251,603 $21,160k Jun 30, 2019 Aug 12, 2019
Impax Asset Management LLC 20,627 $1,258k Jun 30, 2018 Aug 14, 2018
Cornerstone Advisors LLC 161,000 $12,870k Mar 31, 2019 May 13, 2019
Advisor Partners LLC 61,401 $5,164k Jun 30, 2019 Jul 26, 2019
Main Street Research LLC 4,778 $402k Jun 30, 2019 Aug 8, 2019
Matthew GOFF Investment Advisor LLC 103,747 $8,725k Jun 30, 2019 Aug 5, 2019
Intercontinental Wealth Advisors LLC 120 $10k Jun 30, 2019 Aug 2, 2019
Welch & Forbes LLC 625,242 $52,583k Jun 30, 2019 Jul 12, 2019
Access Financial Services Inc 5,412 $455k Jun 30, 2019 Jul 24, 2019
Legacy Financial Advisors Corporation 2,756 $232k Jun 30, 2019 Jul 15, 2019
Premier Asset Management LLC 4,700 $395k Jun 30, 2019 Aug 7, 2019
Tower Bridge Advisors Inc 36,901 $3,103,374k Jun 30, 2019 Aug 6, 2019
National Asset Management Inc 20,972 $1,764k Jun 30, 2019 Aug 5, 2019
Vista Investment Management LLC 10,060 $846k Jun 30, 2019 Aug 14, 2019
Hilton Capital Management LLC 2,160 $182k Jun 30, 2019 Aug 14, 2019
Investment Counselors of Maryland LLC 17,835 $1,500k Jun 30, 2019 Aug 5, 2019
Cornerstone Investment Advisors LLC 161,000 $12,870k Mar 31, 2019 May 13, 2019
van Hulzen Asset Management LLC 5,743 $483k Jun 30, 2019 Aug 8, 2019
Benedict Financial Advisors Inc 45,307 $3,810k Jun 30, 2019 Aug 1, 2019
Johnson Investment Counsel Inc 1,080,795 $90,894k Jun 30, 2019 Aug 14, 2019
Mengis Capital Management Inc 6,159 $517k Jun 30, 2019 Jul 18, 2019
Cambridge Financial Group LLC 15,304 $1,287k Jun 30, 2019 Jul 29, 2019
North Star Investment Management Corporation 71,804 $6,039k Jun 30, 2019 Jul 15, 2019
Sequoia Financial Advisors LLC 10,911 $918k Jun 30, 2019 Jul 31, 2019
Overbrook Management Corporation 10,568 $889k Jun 30, 2019 Aug 13, 2019
Autus Asset Management LLC 80,142 $6,740k Jun 30, 2019 Jul 15, 2019
Orbimed Advisors LLC 938,000 $78,886k Jun 30, 2019 Aug 14, 2019
Sheaff Brock Investment Advisors LLC 9,455 $795k Jun 30, 2019 Jul 31, 2019
Founders Capital Management LLC 30,937 $2,602k Jun 30, 2019 Jul 11, 2019
Los Angeles Capital Management and Equity Research Inc 422,208 $35,508k Jun 30, 2019 Jul 29, 2019
Marathon Capital Management LLC 3,160 $265k Jun 30, 2019 Jul 25, 2019
Tekla Capital Management LLC 504,148 $42,399k Jun 30, 2019 Aug 14, 2019
Advanced Asset Management Advisors Inc 2,921 $246k Jun 30, 2019 Aug 2, 2019
Brown Advisory Securities LLC 32,917 $2,766k Jun 30, 2019 Aug 12, 2019
First National Corporation 8,448 $710k Jun 30, 2019 Jul 22, 2019
Pinkerton Retirement Specialists LLC 53,966 $4,539k Jun 30, 2019 Aug 6, 2019
Ridgewood Investments LLC 3,282 $276k Jun 30, 2019 Jul 12, 2019
Acropolis Investment Management LLC 3,264 $275k Jun 30, 2019 Jul 11, 2019
Lifeplan Financial Group Inc 185 $16k Jun 30, 2019 Jul 15, 2019
Deroy & Devereaux Private Investment Counsel Inc 3,352 $282k Jun 30, 2019 Jul 22, 2019
Baker Ellis Asset Management LLC 15,400 $1,295k Jun 30, 2019 Aug 12, 2019
Probity Advisors Inc 6,994 $588k Jun 30, 2019 Aug 8, 2019
Cypress Capital Group Inc 13,950 $1,173k Jun 30, 2019 Aug 15, 2019
Putnam Investments Limited 933,699 $78,524k Jun 30, 2019 Aug 14, 2019
Altavista Wealth Management Inc 6,230 $524k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 6,535 $550k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 3,629 $306k Jun 30, 2019 Aug 2, 2019
Menlo Advisors LLC 38,483 $3,236k Jun 30, 2019 Jul 17, 2019
Lazard Asset Management LLC 6,200 $454k Sep 30, 2018 Aug 30, 2019
Prospector Partners LLC 94,200 $7,922k Jun 30, 2019 Aug 14, 2019
Cooper/Haims Advisors LLC 3,116 $262k Jun 30, 2019 Jul 26, 2019
The Caprock Group Inc 15,697 $1,320k Jun 30, 2019 Jul 23, 2019
Hedeker Wealth LLC 45,095 $3,792k Jun 30, 2019 Jul 26, 2019
Allen Investment Management LLC 11,627 $978k Jun 30, 2019 Aug 12, 2019
Ancora Advisors LLC 55,459 $4,664k Jun 30, 2019 Aug 12, 2019
Ancora Family Wealth Advisors LLC 36,822 $1,557k Sep 30, 2016 Nov 4, 2016
GSB Wealth Management LLC 2,611 $220k Jun 30, 2019 Aug 9, 2019
Johnson Financial Group LLC 1,287 $108k Jun 30, 2019 Aug 9, 2019
Tiemann Investment Advisors LLC 13,723 $1,154k Jun 30, 2019 Aug 13, 2019
RICE Hall James & Associates LLC 9,524 $801k Jun 30, 2019 Aug 1, 2019
DAY & Ennis LLC 9,335 $785k Jun 30, 2019 Aug 2, 2019
Parkside Advisors LLC 2,768 $233k Jun 30, 2019 Jul 10, 2019
RB Capital Management LLC 4,854 $824k Jun 30, 2019 Aug 7, 2019
Stewardship Financial Advisors LLC 14,682 $1,235k Jun 30, 2019 Aug 12, 2019
Cobiz Wealth LLC 11,786 $991k Jun 30, 2019 Jul 8, 2019
EQIS Capital Management Inc 4,693 $395k Jun 30, 2019 Jul 18, 2019
Fernwood Investment Management LLC 6,020 $506k Jun 30, 2019 Aug 1, 2019
Westover Capital Advisors LLC 7,457 $627k Jun 30, 2019 Aug 13, 2019
Vantage Advisors LLC 95,917 $7,016k Sep 30, 2018 Nov 9, 2018
Private Wealth Advisors Inc 10,726 $902k Jun 30, 2019 Aug 7, 2019
Texas Yale Capital Corp 5,435 $457k Jun 30, 2019 Jul 24, 2019
BTC Capital Management Inc 3,009 $252k Jun 30, 2019 Jul 26, 2019
STA Wealth Management LLC 7,461 $627k Jun 30, 2019 Aug 14, 2019
Institute FOR Wealth Management LLC 5,379 $452k Jun 30, 2019 Aug 2, 2019
Shepherd Kaplan Krochuk LLC 9,822 $826k Jun 30, 2019 Aug 12, 2019
Granite Group Advisors LLC 156,105 $13,128k Jun 30, 2019 Jul 23, 2019
Sustainable Growth Advisers LP 748,023 $62,909k Jun 30, 2019 Aug 12, 2019
Annex Advisory Services LLC 14,807 $1,245k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 32,616 $2,743k Jun 30, 2019 Jul 12, 2019
Investment Advisors Asset Management LLC 209,635 $17,630k Jun 30, 2019 Aug 14, 2019
Tortoise Investment Management LLC 916 $77k Jun 30, 2019 Aug 7, 2019
Zevenbergen Capital Investments LLC 10,217 $859k Jun 30, 2019 Aug 13, 2019
Alexandria Capital LLC 20,536 $1,727k Jun 30, 2019 Aug 12, 2019
Landmark Financial Advisors LLC 4,526 $380k Jun 30, 2019 Aug 2, 2019
Thompson Investment Management Inc 17,848 $1,501k Jun 30, 2019 Aug 7, 2019
Nelson Roberts Investment Advisors LLC 7,846 $660k Jun 30, 2019 Jul 25, 2019
The Relaxing Retirement Coach Inc 8,202 $690k Jun 30, 2019 Aug 5, 2019
Dividend Assets Capital LLC 4,976 $418k Jun 30, 2019 Jul 12, 2019
Cypress Capital Management LLC 203,419 $17,108k Jun 30, 2019 Aug 5, 2019
Wealth Advisors Inc 10,726 $902k Jun 30, 2019 Aug 7, 2019
Winton Capital Management Ltd 1,326,342 $51,077k Mar 31, 2014 May 1, 2014
Veritable LP 134,751 $11,333k Jun 30, 2019 Aug 12, 2019
Dalton Greiner Hartman Maher & Co LLC 111,368 $9,366k Jun 30, 2019 Jul 10, 2019
Taurus Asset Management LLC 26,737 $2,249k Jun 30, 2019 Aug 14, 2019
Adirondack Research & Management Inc 3,340 $281k Jun 30, 2019 Aug 6, 2019
The Rikoon Group LLC 61,792 $5,197k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 61,631 $5,183k Jun 30, 2019 Aug 12, 2019
Epoch Investment Partners Inc 1,772,248 $149,046k Jun 30, 2019 Aug 13, 2019
Numeric Investors LLC 22,600 $1,290k Dec 31, 2017 Feb 14, 2018
Hexavest Inc 840,647 $70,698k Jun 30, 2019 Jul 10, 2019
Burleson & Company LLC 17,411 $1,499k Jun 30, 2019 Aug 5, 2019
Cranbrook Wealth Management LLC 3,875 $326k Jun 30, 2019 Aug 7, 2019
Ascension Asset Management LLC 13,519 $1,137k Jun 30, 2019 Jul 23, 2019
Global Financial Private Capital LLC 1,541 $130k Jun 30, 2019 Aug 14, 2019
CIM LLC 5,515 $464k Jun 30, 2019 Jul 22, 2019
Azimuth Capital Management LLC 278,839 $23,450k Jun 30, 2019 Aug 13, 2019
Baker Avenue Asset Management LP 2,735 $230k Jun 30, 2019 Aug 14, 2019
Caxton Associates LP 6,315 $531k Jun 30, 2019 Aug 14, 2019
Benson Investment Management Company Inc 39,865 $3,353k Jun 30, 2019 Jul 11, 2019
OFI Advisors LLC 39,875 $1,604k Sep 30, 2015 Nov 16, 2015
Maryland Capital Management LLC 2,185 $184k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 96,083 $3,997k Sep 30, 2014 Nov 14, 2014
HUGH Johnson Advisors LLC 71,691 $6,029k Jun 30, 2019 Aug 6, 2019
New England Private Wealth Advisors LLC 10,249 $863k Jun 30, 2019 Aug 8, 2019
Private Wealth Partners LLC 17,150 $1,442k Jun 30, 2019 Aug 6, 2019
West Branch Capital LLC 5,687 $478k Jun 30, 2019 Aug 5, 2019
Level Four Advisory Services LLC 26,768 $2,254k Jun 30, 2019 Aug 14, 2019
Accuvest Global Advisors 4,229 $356k Jun 30, 2019 Jul 17, 2019
Cambridge Investment Research Advisors Inc 207,219 $17,427k Jun 30, 2019 Aug 15, 2019
Proshare Advisors LLC 1,351,222 $113,638k Jun 30, 2019 Aug 13, 2019
RMB Capital Management LLC 134,877 $11,343k Jun 30, 2019 Aug 13, 2019
Locust WOOD Capital Advisers LLC 564,226 $47,451k Jun 30, 2019 Jul 24, 2019
Mckinley Carter Wealth Services Inc 43,812 $3,685k Jun 30, 2019 Aug 2, 2019
Evanson Asset Management LLC 4,529 $381k Jun 30, 2019 Jul 11, 2019
Sterling Capital Management LLC 1,522,217 $128,018k Jun 30, 2019 Aug 14, 2019
Ziegler Capital Management LLC 71,853 $2,385k Sep 30, 2013 Nov 6, 2013
The RICE Partnership LLC 54,187 $4,557k Jun 30, 2019 Jul 25, 2019
Marshall WACE North America LP 845 $71k Jun 30, 2019 Aug 14, 2019
Polar Capital LLP 1,005,600 $84,571k Jun 30, 2019 Aug 14, 2019
Baugh & Associates LLC 59,362 $4,992k Jun 30, 2019 Jul 23, 2019
Aureus Asset Management LLC 31,426 $2,643k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 7,764 $653k Jun 30, 2019 Aug 13, 2019
Ifrah Financial Services Inc 20,174 $1,697k Jun 30, 2019 Aug 6, 2019
Centre Asset Management LLC 107,470 $9,038k Jun 30, 2019 Jul 15, 2019
ELCO Management Company LLC 18,605 $1,565k Jun 30, 2019 Aug 1, 2019
Pacer Advisors Inc 168,960 $14,210k Jun 30, 2019 Aug 12, 2019
AFT Forsyth and Company Inc 5,031 $423k Jun 30, 2019 Jul 29, 2019
Broadleaf Partners LLC 7,406 $623k Jun 30, 2019 Jul 19, 2019
Zuckerman Investment Group LLC 74,972 $6,305k Jun 30, 2019 Aug 14, 2019
Hillsdale Investment Management Inc 760 $64k Jun 30, 2019 Aug 2, 2019
First Allied Advisory Services Inc 45,178 $3,799k Jun 30, 2019 Aug 12, 2019
Mitchell Mcleod PUGH & Williams Inc 119 $10k Jun 30, 2019 Jul 9, 2019
Marble Harbor Investment Counsel LLC 260,106 $21,875k Jun 30, 2019 Aug 7, 2019
GLG LLC 115,021 $6,565k Dec 31, 2017 Feb 14, 2018
Krueger & Catalano Capital Partners LLC 3,210 $270k Jun 30, 2019 Jul 22, 2019
BLB & B Advisors LLC 60,451 $5,084k Jun 30, 2019 Jul 29, 2019
Grace Capital 150 $13k Jun 30, 2019 Aug 14, 2019
Oak Asset Management LLC 10,412 $917k Jun 30, 2019 Jul 25, 2019
Legacy Advisors LLC 2,756 $232k Jun 30, 2019 Jul 15, 2019
Catalyst Capital Advisors LLC 194,000 $16,315k Jun 30, 2019 Aug 8, 2019
USA Financial Portformulas Corporation 27,337 $2,185k Jun 30, 2019 Aug 12, 2019
Beach Investment Management LLC 24,613 $2,070k Jun 30, 2019 Jul 17, 2019
Boston Advisors LLC 91,334 $7,681k Jun 30, 2019 Jul 30, 2019
Lourd Capital LLC 7,897 $664k Jun 30, 2019 Jul 11, 2019
Folger Nolan Fleming Douglas Capital Management Inc 97,400 $8,191k Jun 30, 2019 Aug 9, 2019
Larson Financial Group LLC 278 $23k Jun 30, 2019 Jul 16, 2019
Kovack Advisors Inc 14,296 $1,202k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 50,810 $4,273k Jun 30, 2019 Aug 9, 2019
Brookstone Capital Management LLC 17,690 $1,488k Jun 30, 2019 Jul 25, 2019
Cambria Investment Management LP 58,682 $4,935k Jun 30, 2019 Aug 12, 2019
First Pacific Advisors LP 4,850 $408k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 10,726 $902k Jun 30, 2019 Aug 7, 2019
World Asset Management Inc 116,924 $9,833k Jun 30, 2019 Jul 23, 2019
Cornerstone Advisory LLC 2,624 $221k Jun 30, 2019 Aug 8, 2019
Managed Account Advisors LLC 798,319 $39,181k Jun 30, 2015 Aug 14, 2015
Ashfield Capital Partners LLC 101,431 $8,530k Jun 30, 2019 Jul 29, 2019
Gyroscope Capital Management Group LLC 18,800 $0k Put Jun 30, 2019 Jul 11, 2019
BB&T Securities LLC 1,200,441 $100,957k Jun 30, 2019 Aug 7, 2019
Accurate Investment Solutions Inc 4,614 $388k Jun 30, 2019 Jul 12, 2019
Impax Asset Management Ltd 20,627 $1,258k Jun 30, 2018 Aug 14, 2018
Buckingham Asset Management LLC 70,632 $5,940k Jun 30, 2019 Aug 5, 2019
Clarkston Capital Partners LLC 3,492 $294k Jun 30, 2019 Jul 24, 2019
Checchi Capital Advisers LLC 16,437 $1,382k Jun 30, 2019 Aug 6, 2019
Miracle MILE Advisors LLC 8,200 $690k Jun 30, 2019 Aug 7, 2019
Calamos Wealth Management LLC 3,220 $271k Jun 30, 2019 Aug 7, 2019
Atria Investments LLC 113,501 $9,709k Jun 30, 2019 Aug 26, 2019
Bigelow Investment Advisors LLC 5,138 $432k Jun 30, 2019 Jul 17, 2019
Birch Hill Investment Advisors LLC 34,822 $2,929k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 13,408 $1,128k Jun 30, 2019 Jul 17, 2019
Stratford Consulting LLC 3,855 $324k Jun 30, 2019 Aug 2, 2019
Strategic Financial Group LLC 100,058 $8,415k Jun 30, 2019 Jul 29, 2019
PURE Financial Advisors Inc 11,490 $966k Jun 30, 2019 Jul 11, 2019
Frontier Wealth Management LLC 10,183 $856k Jun 30, 2019 Aug 16, 2019
Knowledge Leaders Capital LLC 12,225 $1,028k Jun 30, 2019 Aug 7, 2019
Westbourne Investment Advisors Inc 12,445 $1,047k Jun 30, 2019 Jul 22, 2019
MAR Vista Investment Partners LLC 7,974 $671k Jun 30, 2019 Aug 13, 2019
Wellesley Investment Partners LLC 9,458 $795k Jun 30, 2019 Aug 5, 2019
Palladium Partners LLC 100 $8k Jun 30, 2019 Aug 7, 2019
Rmsincerbeaux Capital Management LLC 26,850 $2,258,085k Jun 30, 2019 Aug 9, 2019
Cubic Asset Management LLC 29,722 $2,500k Jun 30, 2019 Jul 29, 2019
Wealthtrust Axiom LLC 2,758 $231k Jun 30, 2019 Aug 7, 2019
Poplar Forest Capital LLC 13,967 $1,175k Jun 30, 2019 Aug 2, 2019
Mcilrath & ECK LLC 1,263 $101k Jun 30, 2019 Aug 8, 2019
Fulcrum Capital LLC 69,251 $5,824k Jun 30, 2019 Jul 29, 2019
Cornell Pochily Investment Advisors Inc 58,478 $4,918k Jun 30, 2019 Jul 22, 2019
Hightower Advisors LLC 706,427 $59,402k Jun 30, 2019 Aug 13, 2019
Brookmont Capital Management LLC 47,124 $3,963k Jun 30, 2019 Jul 18, 2019
Hollow Brook Wealth Management LLC 33,033 $2,778k Jun 30, 2019 Aug 13, 2019
SFE Investment Counsel Inc 86,062 $7,238k Jun 30, 2019 Jul 26, 2019
DEAN Capital Management LLC 7,720 $649k Jun 30, 2019 Aug 12, 2019
Advantage Investment Management LLC 2,906 $244k Jun 30, 2019 Jul 30, 2019
Glovista Investments LLC 3,852 $324k Jun 30, 2019 Aug 14, 2019
ZEKE Capital Advisors LLC 3,066 $258k Jun 30, 2019 Jul 24, 2019
Gateway Investment Advisers LLC 1,012,411 $85,144k Jun 30, 2019 Jul 17, 2019
Aspiriant LLC 25,542 $2,150k Jun 30, 2019 Aug 6, 2019
FORT Point Capital Partners LLC 4,135 $348k Jun 30, 2019 Aug 9, 2019
LS Investment Advisors LLC 117,576 $9,888k Jun 30, 2019 Aug 7, 2019
Private Harbour Investment Management & Counsel LLC 23,377 $1,966k Jun 30, 2019 Aug 6, 2019
Global X Management Company LLC 13,846 $844k Jun 30, 2018 Aug 16, 2018
Westfield Capital Management Company LP 133,047 $11,189k Jun 30, 2019 Aug 13, 2019
Northstar Financial Advisors LLC 149,493 $12,572k Jun 30, 2019 Jul 17, 2019
Tiedemann Advisors LLC 13,150 $1,105k Jun 30, 2019 Aug 13, 2019
Trust Asset Management LLC 15,337 $1,290k Jun 30, 2019 Aug 14, 2019
Brasada Capital Management LP 10,000 $841k Jun 30, 2019 Aug 7, 2019
Eagle Ridge Investment Management LLC 175,112 $14,727k Jun 30, 2019 Aug 1, 2019
NWAM LLC 5,543 $466k Jun 30, 2019 Jul 18, 2019
Endurance Wealth Management Inc 705 $59k Jun 30, 2019 Jul 30, 2019
Wespac Advisors LLC 28,615 $2,407k Jun 30, 2019 Jul 23, 2019
OLD West Investment Management LLC 24,819 $2,087k Jun 30, 2019 Aug 14, 2019
LaSalle Street Capital Management LLC 3,600 $303k Jun 30, 2019 Aug 8, 2019
Evercore Wealth Management LLC 619,086 $52,065k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 51,173 $4,304k Jun 30, 2019 Jul 15, 2019
Convergence Investment Partners LLC 4,147 $349k Jun 30, 2019 Jul 23, 2019
Thomas Story and SON LLC 44,220 $3,719k Jun 30, 2019 Jul 29, 2019
Wellington Shields & Co LLC 23,289 $1,959k Jun 30, 2019 Aug 8, 2019
Raymond James Financial Services Advisors Inc 584,325 $49,143k Jun 30, 2019 Aug 6, 2019
Capital Investment Advisory Services LLC 6,412 $565k Jun 30, 2019 Aug 8, 2019
and Wealth Partners LLC 17,150 $1,442k Jun 30, 2019 Aug 6, 2019
Hudock Capital Group LLC 526 $44k Jun 30, 2019 Jul 30, 2019
The Central Trust Bank 4,671 $393k Jun 30, 2019 Jul 16, 2019
Bienville Capital Management LLC 5,142 $432k Jun 30, 2019 Aug 14, 2019
Gotham Asset Management LLC 10,336 $869k Jun 30, 2019 Aug 14, 2019
Granite Investment Advisors LLC 156,105 $13,128k Jun 30, 2019 Jul 23, 2019
LMCG Investments LLC 333,893 $13,429k Sep 30, 2015 Nov 4, 2015
Congress Park Capital LLC 4,097 $359k Jun 30, 2019 Aug 2, 2019
Paulson Wealth Management Inc 3,114 $276k Jun 30, 2019 Jul 30, 2019
Kingfisher Capital LLC 35,039 $2,947k Jun 30, 2019 Aug 14, 2019
Carnegie Capital Asset Management LLC 88,909 $7,477k Jun 30, 2019 Jul 24, 2019
Wellington Shields Capital Management LLC 28,218 $2,373k Jun 30, 2019 Aug 8, 2019
CAMG Solamere Management LLC 3,820 $322k Jun 30, 2019 Aug 13, 2019
Granite Investment Partners LLC 62,923 $5,292k Jun 30, 2019 Aug 7, 2019
Drexel Morgan & Co 25,949 $2,182k Jun 30, 2019 Aug 8, 2019
Harbor Investment Advisory LLC 32,357 $2,721k Jun 30, 2019 Jul 30, 2019
Dynamic Advisor Solutions LLC 29,404 $2,473k Jun 30, 2019 Aug 13, 2019
Nikulski Financial Inc 2,990 $256k Jun 30, 2019 Jul 22, 2019
Pathstone Family Office LLC 10,663 $897k Jun 30, 2019 Aug 14, 2019
Charles Schwab Investment Advisory Inc 3,485,628 $293,141k Jun 30, 2019 Aug 12, 2019
Barber Financial Group 3,879 $326k Jun 30, 2019 Aug 9, 2019
Stone RUN Capital LLC 4,000 $337k Jun 30, 2019 Aug 14, 2019
USCA RIA LLC 19,249 $1,619k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 8,912 $749k Jun 30, 2019 Jul 22, 2019
Two Sigma Advisers LP 17,600 $1,480k Jun 30, 2019 Aug 14, 2019
Successful Portfolios LLC 7,259 $610k Jun 30, 2019 Jul 11, 2019
Lucia Wealth Services LLC 161 $14k Jun 30, 2019 Jul 23, 2019
Joel Isaacson & Co LLC 4,196 $353k Jun 30, 2019 Jul 11, 2019
SNS Financial Group LLC 13,561 $1,141k Jun 30, 2019 Jul 26, 2019
QS Investors LLC 67,610 $5,687k Jun 30, 2019 Aug 14, 2019
BECK Capital Management LLC 16,902 $1,421k Jun 30, 2019 Aug 14, 2019
Ballentine Partners LLC 2,283 $192k Jun 30, 2019 Jul 25, 2019
Northwest Wealth Management LLC 2,986 $251k Jun 30, 2019 Jul 23, 2019
Voloridge Investment Management LLC 83,887 $7,055k Jun 30, 2019 Aug 14, 2019
Hermes Investment Management Limited 1,282,189 $78,201k Jun 30, 2018 Jul 24, 2018
First National Bank of Omaha 3,225 $271k Jun 30, 2019 Jul 10, 2019
Stratos Wealth Partners Ltd 66,894 $5,626k Jun 30, 2019 Aug 6, 2019
Sensato Investors LLC 40,400 $3,398k Jun 30, 2019 Aug 14, 2019
Richard Bernstein Advisors LLC 73,141 $6,151k Jun 30, 2019 Aug 9, 2019
Arbor Wealth Management LLC 757 $64k Jun 30, 2019 Jul 16, 2019
ARGA Investment Management LP 2,825 $238k Jun 30, 2019 Jul 31, 2019
Independence Advisors LLC 2,864 $241k Jun 30, 2019 Aug 12, 2019
Huber Financial Advisors LLC 13,759 $1,157k Jun 30, 2019 Aug 5, 2019
FFCM LLC 32,615 $2,743k Jun 30, 2019 Jul 30, 2019
Spectrum Management Group Inc 203 $17k Jun 30, 2019 Aug 2, 2019
Altium Wealth Management LLC 33,096 $2,783k Jun 30, 2019 Jul 18, 2019
American National Registered Investment Advisor Inc 9,525 $801k Jun 30, 2019 Aug 5, 2019
Personal Capital Advisors Corporation 580,308 $48,804k Jun 30, 2019 Aug 14, 2019
Sippican Capital Advisors LLC 8,402 $707k Jun 30, 2019 Jul 17, 2019
The Bollard Group LLC 166,609 $14,012k Jun 30, 2019 Aug 13, 2019
Nuveen Asset Management LLC 152,852 $12,855k Jun 30, 2019 Aug 15, 2019
Modera Wealth Management LLC 4,980 $419k Jun 30, 2019 Aug 7, 2019
Kavar Capital Partners LLC 38,142 $3,208k Jun 30, 2019 Aug 1, 2019
CPWM LLC 30,539 $2,568k Jun 30, 2019 Aug 2, 2019
COVE Street Capital LLC 1,500 $126k Jun 30, 2019 Aug 13, 2019
Independence Financial Advisors LLC 2,864 $241k Jun 30, 2019 Aug 12, 2019
Oxbow Advisors LLC 7,556 $635k Jun 30, 2019 Aug 7, 2019
Quantitative Investment Management LLC 86,316 $7,259k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 108,629 $9,136k Jun 30, 2019 Aug 5, 2019
Harbour Capital Advisors LLC 8,881 $747k Jun 30, 2019 Jul 10, 2019
Spectrum Group Management LLC 203 $17k Jun 30, 2019 Aug 2, 2019
Clear Perspective Advisors LLC 6,425 $540k Jun 30, 2019 Aug 12, 2019
Northstar Company LLC 8,739 $735k Jun 30, 2019 Jul 12, 2019
Blackhawk Capital Partners LLC 3,260 $274k Jun 30, 2019 Aug 13, 2019
Prelude Capital Management LLC 30,628 $2,576k Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 2,747 $240k Jun 30, 2019 Aug 16, 2019
Investec Asset Management Limited 648,507 $244k Jun 30, 2019 Jul 30, 2019
DSC Advisors LP 3,237 $272k Jun 30, 2019 Aug 14, 2019
MRAZ Amerine & Associates Inc 28,621 $2,407k Jun 30, 2019 Aug 2, 2019
RFG Advisory LLC 4,737 $397k Jun 30, 2019 Aug 23, 2019
Lenox Wealth Advisors LLC 2,366 $199k Jun 30, 2019 Jul 12, 2019
Tokio Marine Asset Management USA Ltd 4,950 $416k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 2,756 $232k Jun 30, 2019 Jul 15, 2019
Diligent Investors LLC 8,130 $684k Jun 30, 2019 Aug 1, 2019
Cambridge Advisors LLC 10,365 $872k Jun 30, 2019 Jul 26, 2019
Wealthplan Partners Inc 52 $5k Jun 30, 2019 Aug 19, 2019
Healthcor Management LP 1,144,160 $96,224k Jun 30, 2019 Aug 14, 2019
Allied Investment Advisors LLC 61,182 $5,145k Jun 30, 2019 Jul 17, 2019
Pratt Collard Advisory Partners LLC 36,267 $3,050k Jun 30, 2019 Jul 16, 2019
SVA Plumb Wealth Management LLC 19,635 $1,651k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 26,320 $2,214k Jun 30, 2019 Jul 22, 2019
Johanson Financial Advisors Inc 6,523 $548k Jun 30, 2019 Jul 29, 2019
The Colony Group LLC 36,051 $3,032k Jun 30, 2019 Aug 19, 2019
Alpha Cubed Investments LLC 8,922 $750k Jun 30, 2019 Jul 19, 2019
LVW Advisors LLC 3,633 $306k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 133,811 $11,254k Jun 30, 2019 Jul 29, 2019
Cornerstone Capital Corp 299,771 $25,211k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 14,775 $1,243k Jun 30, 2019 Aug 14, 2019
HITE Hedge Asset Management LLC 2,400 $202k Jun 30, 2019 Aug 13, 2019
New Vernon Investment Management LLC 5,918 $498k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 8,214 $687k Jun 30, 2019 Aug 9, 2019
DEAN Capital Investments Management LLC 7,720 $649k Jun 30, 2019 Aug 12, 2019
Spearhead Capital Advisors LLC 55,948 $4,705k Jun 30, 2019 Jul 17, 2019
Meridian Wealth Management LLC 6,353 $5,343k Jun 30, 2019 Jul 19, 2019
Laurion Capital Management LP 426,700 $35,886k Call Jun 30, 2019 Aug 13, 2019
Walleye Trading Advisors LLC 15,500 $1,239k Call Mar 31, 2019 Aug 14, 2019
CSAT Investment Advisory LP 23 $2k Jun 30, 2019 Aug 15, 2019
IFM Investors PTY Ltd 122,698 $10,319k Jun 30, 2019 Jul 16, 2019
The Investment House LLC 46,954 $3,949k Jun 30, 2019 Aug 5, 2019
Regent Investment Management LLC 25,201 $2,119k Jun 30, 2019 Jul 15, 2019
Tuttle Tactical Management LLC 11,555 $972k Jun 30, 2019 Jul 29, 2019
True Private Wealth Advisors LLC 3,351 $281k Jun 30, 2019 Aug 1, 2019
Inspirion Wealth Advisors LLC 172,897 $14,541k Jun 30, 2019 Jul 15, 2019
Zevin Asset Management LLC 7,453 $627k Jun 30, 2019 Aug 6, 2019
Vestor Capital LLC 178,836 $15,040k Jun 30, 2019 Aug 6, 2019
Claraphi Advisory Network LLC 5,723 $481k Jun 30, 2019 Jul 29, 2019
Lakeview Capital Partners LLC 7,045 $593k Jun 30, 2019 Aug 5, 2019
Cheviot Value Management LLC 43,968 $3,698k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 4,306 $362k Jun 30, 2019 Aug 8, 2019
UNIO Capital LLC 6,392 $546k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 50,121 $4,215k Jun 30, 2019 Jul 31, 2019
Formidable Asset Management LLC 12,303 $889k Dec 31, 2018 Feb 6, 2019
AHL Partners LLP 42,337 $2,416k Dec 31, 2017 Feb 14, 2018
Independent Advisor Alliance LLC 2,908 $0k Jun 30, 2019 Aug 12, 2019
Lincoln Capital LLC 11,904 $1,001k Jun 30, 2019 Jul 12, 2019
Asset Management Group Investment Corp 15,337 $1,290k Jun 30, 2019 Aug 14, 2019
FORT LP 34,663 $2,915k Jun 30, 2019 Aug 13, 2019
Ropes Wealth Advisors LLC 47,815 $4,021k Jun 30, 2019 Jul 31, 2019
Telemus Capital LLC 101,323 $8,426k Jun 30, 2019 Aug 9, 2019
Torch Wealth Management LLC 27,225 $2,290k Jun 30, 2019 Aug 2, 2019
Sivik Global Healthcare LLC 80,000 $6,728k Jun 30, 2019 Aug 14, 2019
Brown Advisory Ltd 573 $48k Jun 30, 2019 Aug 12, 2019
Northstar Wealth Partners LLC 4,017 $338k Jun 30, 2019 Aug 15, 2019
ST Johns Investment Management Company LLC 19,014 $1,599k Jun 30, 2019 Jul 24, 2019
Venturi Wealth Management LLC 19,427 $1,634k Jun 30, 2019 Aug 7, 2019
Emerald Investment Partners LLC 7,772 $654k Jun 30, 2019 Aug 12, 2019
The Capital Group Investment Advisory Services LLC 6,412 $565k Jun 30, 2019 Aug 8, 2019
Capital Bank and Trust Company 777,345 $65,372k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 450 $38k Jun 30, 2019 Jul 26, 2019
Capital Planning Advisors LLC 59,992 $5,045k Jun 30, 2019 Aug 9, 2019
BRAY Capital Advisors LLC 3,480 $293k Jun 30, 2019 Jul 29, 2019
Chartwell Investment Partners LLC 25,627 $2,155k Jun 30, 2019 Aug 19, 2019
Measured Wealth Private Client Group LLC 4,590 $386k Jun 30, 2019 Jul 26, 2019
Kovack International Advisors Inc 14,296 $1,202k Jun 30, 2019 Aug 14, 2019
Lagoda Investment Management LP 639 $54k Jun 30, 2019 Aug 14, 2019
Cypress Capital LLC 13,950 $1,173k Jun 30, 2019 Aug 15, 2019
LONG ROAD Investment Counsel LLC 12,644 $1,063k Jun 30, 2019 Aug 9, 2019
GWM Advisors LLC 36,059 $3,033k Jun 30, 2019 Aug 5, 2019
Otter Creek Advisors LLC 32,848 $2,763k Jun 30, 2019 Aug 14, 2019
IHT Wealth Management LLC 145,852 $12,268k Jun 30, 2019 Aug 12, 2019
Kaizen Advisory LLC 4,806 $348k Dec 31, 2018 Feb 15, 2019
ARP Americas LP 67,481 $5,675k Jun 30, 2019 Jul 29, 2019
Good Life Advisors LLC 3,966 $335k Jun 30, 2019 Aug 6, 2019
First Wilshire Securities Management Inc 5,053 $425k Jun 30, 2019 Aug 14, 2019
Spiderrock Advisors LLC 52,800 $69k Put Jun 30, 2019 Jul 29, 2019
RPG Investment Advisory LLC 164 $14k Jun 30, 2019 Jul 10, 2019
Granite Financial Partners LLC 62,923 $5,292k Jun 30, 2019 Aug 7, 2019
Boston Private Wealth LLC 152 $13k Jun 30, 2019 Jul 10, 2019
Stokes & Hubbell Capital Management LLC 43,013 $3,438k Mar 31, 2019 Apr 24, 2019
PFG Advisors LLC 3,429 $301k Jun 30, 2019 Aug 5, 2019
Candriam Luxembourg SCA 715,817 $59,936k Jun 30, 2019 Aug 1, 2019
Cottage Street Advisors LLC 3,100 $261k Jun 30, 2019 Aug 2, 2019
Gratus Capital LLC 118,734 $9,986k Jun 30, 2019 Aug 7, 2019
Mirador Capital Partners LP 2,845 $239k Jun 30, 2019 Aug 6, 2019
William Blair Investment Management LLC 452,832 $38,083k Jun 30, 2019 Aug 9, 2019
Carillon Tower Advisers Inc 199,177 $16,750k Jun 30, 2019 Aug 8, 2019
Pictet Asset Management Inc 1,686,206 $141,810k Jun 30, 2019 Aug 15, 2019
Cribstone Capital Management LLC 10,520 $885k Jun 30, 2019 Jul 22, 2019
Foundations Investment Advisors LLC 7,130 $611k Jun 30, 2019 Jul 8, 2019
Irish Life Investment Managers Limited 743,598 $25,936,698k Jun 30, 2013 Aug 13, 2013
Ellevest Inc 575 $48k Jun 30, 2019 Aug 20, 2019
Aries Wealth Management LLC 13,532 $1,156k Jun 30, 2019 Jul 15, 2019
Dedora Capital Inc 24,116 $2,028k Jun 30, 2019 Aug 8, 2019
Castle Rock Wealth Management LLC 15,600 $1,310k Jun 30, 2019 Aug 8, 2019
Port Capital LLC 9,041 $760k Jun 30, 2019 Aug 14, 2019
Stony Point Wealth Management Inc 2,428 $208k Jun 30, 2019 Jul 23, 2019
Dorchester Wealth Management Company 7,170 $603k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 22,749 $1,913k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 12,135 $1,021k Jun 30, 2019 Aug 7, 2019
Mccollum Christoferson Group LLC 76,814 $6,460k Jun 30, 2019 Jul 11, 2019
Abbrea Capital LLC 28,811 $2,423k Jun 30, 2019 Jul 31, 2019
Stewardship Advisors LLC 14,682 $1,235k Jun 30, 2019 Aug 12, 2019
Epstein and White Financial LLC 2,662 $220k Jun 30, 2019 Jul 19, 2019
Adams Diversified Equity Fund Inc 342,800 $28,829k Jun 30, 2019 Jul 29, 2019
FORT PITT Capital Group LLC 608,211 $51,151k Jun 30, 2019 Aug 9, 2019
Eaton Vance Management International Limited 5,285,590 $444,151k Jun 30, 2019 Aug 16, 2019
Carlson Capital Management LLC 23,316 $1,961k Jun 30, 2019 Jul 15, 2019
Patton Albertson Miller Group LLC 11,791 $1,021k Jun 30, 2019 Aug 12, 2019
Schonfeld Strategic Advisors LLC 120,000 $10,092k Jun 30, 2019 Aug 14, 2019
Kovitz Investment Group Partners LLC 116,023 $9,758k Jun 30, 2019 Aug 14, 2019
Moloney Securities Asset Management LLC 34,255 $2,881k Jun 30, 2019 Jul 29, 2019
Douglas Lane & Associates LLC 24,476 $2,058k Jun 30, 2019 Jul 8, 2019
Carnick & Kubik Group LLC 10,120 $851k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 46,507 $3,911k Jun 30, 2019 Jul 11, 2019
GQG Partners LLC 6,402,255 $538,156k Jun 30, 2019 Aug 14, 2019
6 Meridian LLC 89,201 $7,502k Jun 30, 2019 Jul 12, 2019
Heritage Financial LLC 100 $8k Jun 30, 2019 Aug 13, 2019
Sicart Associates LLC 7,389 $621k Jun 30, 2019 Jul 23, 2019
Aristotle Atlantic Partners LLC 700 $59k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 3,500 $294k Jun 30, 2019 Jul 19, 2019
Centiva Capital LP 11,200 $942k Put Jun 30, 2019 Aug 13, 2019
ALL Terrain Financial Advisors LLC 15,967 $1,343k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 11,353 $606,000k Sep 30, 2017 Nov 14, 2017
Strategic International Limited 100,058 $8,415k Jun 30, 2019 Jul 29, 2019
Rossmore Private Capital LLC 16,332 $1,365k Jun 30, 2019 Aug 5, 2019
Prime Capital Investment Advisors LLC 8,568 $721k Jun 30, 2019 Aug 6, 2019
Cypress Wealth Services LLC 35,796 $3,010k Jun 30, 2019 Jul 24, 2019
F3Logic LLC 33,291 $2,811k Jun 30, 2019 Aug 2, 2019
Wells Trecaso Financial Group LLC 20,149 $1,695k Jun 30, 2019 Jul 22, 2019
JGP Wealth Management LLC 45,899 $3,860k Jun 30, 2019 Jul 15, 2019
Truvestments Capital LLC 11,577 $974k Jun 30, 2019 Jul 15, 2019
Wealth Advisors Group LLC 10,726 $902k Jun 30, 2019 Aug 7, 2019
LMR Partners LLC 21,037 $1,769k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 122,415 $10,295k Jun 30, 2019 Jul 25, 2019
Piedmont Investment Advisors Inc 124,341 $10,457k Jun 30, 2019 Aug 14, 2019
Summit Financial LLC 350 $29k Jun 30, 2019 Jul 3, 2019
Private Counsel Group Ltd 34,319 $2,854k Jun 30, 2019 Jul 29, 2019
Wedbush Securities Inc 29,682 $2,496k Jun 30, 2019 Aug 1, 2019

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