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ABBVIE INC
(00287Y109)

Funds Reporting Holdings of ABBVIE INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Rmsincerbeaux Capital Management LLC 51,350 $3,734,172k Jun 30, 2019 Aug 9, 2019
Tower Bridge Advisors Inc 31,982 $2,325,731k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 17,842 $1,585,000k Sep 30, 2017 Nov 14, 2017
Laffer Investments Inc 8,062 $586,268k Jun 30, 2019 Aug 15, 2019
Arrowstreet Capital Limited Partnership 7,398,934 $538,050k Jun 30, 2019 Aug 14, 2019
LSV Asset Management 6,504,926 $473,038k Jun 30, 2019 Aug 8, 2019
Two Sigma Advisers LP 5,932,522 $431,413k Jun 30, 2019 Aug 14, 2019
Renaissance Technologies LLC 4,538,542 $330,043k Jun 30, 2019 Aug 12, 2019
Janus Capital Management LLC 3,701,836 $241,208k Mar 31, 2017 May 16, 2017
Putnam Investments Limited 3,246,360 $236,075k Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 1,588,784 $115,536k Jun 30, 2019 Aug 9, 2019
Proshare Advisors LLC 1,315,094 $95,634k Jun 30, 2019 Aug 13, 2019
Numeric Investors LLC 933,000 $90,230k Dec 31, 2017 Feb 14, 2018
PDT Partners LLC 1,205,251 $87,646k Jun 30, 2019 Aug 14, 2019
Sterling Capital Management LLC 1,194,457 $86,861k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 1,192,772 $86,739k Jun 30, 2019 Aug 14, 2019
First Republic Investment Management Inc 1,022,340 $74,345k Jun 30, 2019 Aug 7, 2019
Thornburg Investment Management Inc 934,630 $67,966k Jun 30, 2019 Aug 6, 2019
Asset Management One Co Ltd 901,589 $65,561k Jun 30, 2019 Aug 14, 2019
Asset Management One USA Inc 901,589 $65,561k Jun 30, 2019 Aug 14, 2019
Commonwealth Equity Services LLC 895,574 $65,126k Jun 30, 2019 Jul 19, 2019
Point72 Asset Management LP 884,906 $64,350k Jun 30, 2019 Aug 14, 2019
Nuveen Asset Management LLC 865,557 $62,943k Jun 30, 2019 Aug 15, 2019
Hamlin Capital Management LLC 808,123 $58,767k Jun 30, 2019 Jul 22, 2019
Raymond James Financial Services Advisors Inc 782,536 $56,907k Jun 30, 2019 Aug 6, 2019
Winton Capital Management Ltd 1,076,653 $55,340k Mar 31, 2014 May 1, 2014
Letko Brosseau & Associates Inc 696,382 $50,641k Jun 30, 2019 Aug 1, 2019
Gateway Investment Advisers LLC 689,548 $50,144k Jun 30, 2019 Jul 17, 2019
RNC Capital Management LLC 683,783 $49,725k Jun 30, 2019 Jul 25, 2019
Los Angeles Capital Management and Equity Research Inc 647,397 $47,079k Jun 30, 2019 Jul 29, 2019
Sanders Capital LLC 621,733 $45,212k Jun 30, 2019 Jul 23, 2019
Marshall WACE North America LP 612,422 $44,535k Jun 30, 2019 Aug 14, 2019
Epoch Investment Partners Inc 563,904 $41,007k Jun 30, 2019 Aug 13, 2019
Candriam Luxembourg SCA 545,119 $39,467k Jun 30, 2019 Aug 1, 2019
Jacobs LEVY Equity Management Inc 505,078 $36,729k Jun 30, 2019 Aug 13, 2019
Sawgrass Asset Management LLC 467,312 $33,983k Jun 30, 2019 Jul 23, 2019
Welch & Forbes LLC 438,498 $31,888k Jun 30, 2019 Jul 12, 2019
Zacks Investment Management Inc 432,239 $31,432k Jun 30, 2019 Aug 14, 2019
GW&K Investment Management LLC 428,119 $31,133k Jun 30, 2019 Aug 6, 2019
Natixis Advisors LP 423,448 $30,793k Jun 30, 2019 Aug 12, 2019
Gotham Asset Management LLC 408,509 $29,707k Jun 30, 2019 Aug 14, 2019
Clarivest Asset Management LLC 394,253 $28,670k Jun 30, 2019 Aug 16, 2019
Profund Advisors LLC 383,271 $27,872k Jun 30, 2019 Aug 13, 2019
SNOW Capital Management LP 362,255 $26,343k Jun 30, 2019 Aug 13, 2019
TODD Asset Management LLC 344,609 $25,060k Jun 30, 2019 Aug 6, 2019
Stevens Capital Management LP 334,347 $24,314k Jun 30, 2019 Jul 31, 2019
Tekla Capital Management LLC 333,316 $24,239k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 290,925 $21,156k Jun 30, 2019 Jul 31, 2019
Renaissance Investment Group LLC 287,896 $20,936k Jun 30, 2019 Aug 13, 2019
The Renaissance Group LLC 287,896 $20,936k Jun 30, 2019 Aug 13, 2019
Investment Advisors Asset Management LLC 287,423 $20,901k Jun 30, 2019 Aug 14, 2019
Advisors Asset Management Inc 287,423 $20,901k Jun 30, 2019 Aug 14, 2019
Mutual of America Capital Management LLC 286,421 $20,829k Jun 30, 2019 Aug 12, 2019
Managed Account Advisors LLC 292,239 $19,636k Jun 30, 2015 Aug 14, 2015
Oakbrook Investments LLC 266,107 $19,351k Jun 30, 2019 Jul 18, 2019
Cambridge Investment Research Advisors Inc 261,553 $19,020k Jun 30, 2019 Aug 15, 2019
Pacer Advisors Inc 260,334 $18,931k Jun 30, 2019 Aug 12, 2019
Deprince RACE & Zollo Inc 259,989 $18,906k Jun 30, 2019 Aug 13, 2019
Calamos Advisors LLC 259,763 $18,890k Jun 30, 2019 Aug 7, 2019
Bruce & Co Inc 254,800 $18,529k Jun 30, 2019 Aug 14, 2019
Ferguson Wellman Capital Management Inc 252,093 $18,332k Jun 30, 2019 Jul 16, 2019
CIBC Asset Management Inc 248,984 $18,099k Jun 30, 2019 Aug 5, 2019
Financial Counselors Inc 246,575 $17,931k Jun 30, 2019 Aug 14, 2019
Avalon Advisors LLC 234,874 $17,080k Jun 30, 2019 Aug 14, 2019
Spark Investment Management LLC 233,000 $16,943k Jun 30, 2019 Aug 12, 2019
Mason Street Advisors LLC 210,836 $15,332k Jun 30, 2019 Aug 12, 2019
TDAM USA Inc 206,986 $15,052k Jun 30, 2019 Aug 1, 2019
Piedmont Investment Advisors Inc 206,643 $15,027k Jun 30, 2019 Aug 14, 2019
Orbimed Advisors LLC 200,000 $14,544k Call Jun 30, 2019 Aug 14, 2019
QS Investors LLC 196,323 $14,277k Jun 30, 2019 Aug 14, 2019
Marble Harbor Investment Counsel LLC 194,023 $14,109k Jun 30, 2019 Aug 7, 2019
Inspirion Wealth Advisors LLC 190,942 $13,885k Jun 30, 2019 Jul 15, 2019
Clifford SWAN Investment Counsel LLC 189,638 $13,790k Jun 30, 2019 Aug 13, 2019
Brown Advisory Ltd 189,620 $13,789k Jun 30, 2019 Aug 12, 2019
Neuberger Berman Breton Hill ULC 151,868 $13,495k Sep 30, 2017 Nov 3, 2017
BAHL & Gaynor Inc 185,483 $13,488k Jun 30, 2019 Aug 12, 2019
Lazard Asset Management LLC 142,263 $13,455k Sep 30, 2018 Aug 30, 2019
6 Meridian LLC 183,892 $13,373k Jun 30, 2019 Jul 12, 2019
Cornerstone Capital Corp 174,523 $12,691k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 174,523 $12,691k Jun 30, 2019 Aug 14, 2019
van ECK Associates Corporation 174,157 $12,665k Jun 30, 2019 Aug 7, 2019
SKBA Capital Management LLC 172,555 $12,548k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 168,293 $12,238k Jun 30, 2019 Aug 16, 2019
USCA RIA LLC 168,009 $12,218k Jun 30, 2019 Aug 14, 2019
Arrowgrass Capital Partners US LP 162,500 $11,817k Put Jun 30, 2019 Aug 14, 2019
Oppenheimer & Co Inc 160,209 $11,651k Jun 30, 2019 Aug 9, 2019
Global Financial Private Capital LLC 158,129 $11,499k Jun 30, 2019 Aug 14, 2019
Hendershot Investments Inc 157,156 $11,428k Jun 30, 2019 Jul 31, 2019
Securian Asset Management Inc 154,161 $11,211k Jun 30, 2019 Aug 5, 2019
DA Davidson & Co 153,841 $11,187k Jun 30, 2019 Aug 13, 2019
Rock Springs Capital Management LP 150,000 $10,908k Jun 30, 2019 Aug 14, 2019
GLG LLC 112,483 $10,879k Dec 31, 2017 Feb 14, 2018
PRIO Wealth Limited Partnership 147,420 $10,720k Jun 30, 2019 Jul 18, 2019
10-15 Associates Inc 147,026 $10,692k Jun 30, 2019 Aug 12, 2019
Laurion Capital Management LP 145,400 $10,573k Call Jun 30, 2019 Aug 13, 2019
Congress Asset Management Company LLP 143,887 $10,463k Jun 30, 2019 Aug 7, 2019
Johnson Investment Counsel Inc 143,276 $10,419k Jun 30, 2019 Aug 14, 2019
LMCG Investments LLC 190,205 $10,349k Sep 30, 2015 Nov 4, 2015
FORT Baker Capital Management LP 140,000 $10,181k Call Jun 30, 2019 Aug 14, 2019
Crestline Management LP 131,500 $9,563k Jun 30, 2019 Aug 13, 2019
Capital Guardian Trust Company 130,955 $9,523k Jun 30, 2019 Aug 14, 2019
Violich Capital Management 130,939 $9,522k Jun 30, 2019 Jul 22, 2019
Rodgers Brothers Inc 129,833 $9,441k Jun 30, 2019 Aug 14, 2019
Decatur Capital Management Inc 128,920 $9,375k Jun 30, 2019 Jul 24, 2019
Tufton Capital Management LLC 123,739 $8,998k Jun 30, 2019 Jul 26, 2019
Chicago Equity Partners LLC 117,830 $8,569k Jun 30, 2019 Aug 2, 2019
van Hulzen Asset Management LLC 115,056 $8,367k Jun 30, 2019 Aug 8, 2019
Veritable LP 115,045 $8,366k Jun 30, 2019 Aug 12, 2019
Vaughan Nelson Investment Management LP 114,750 $8,345k Jun 30, 2019 Aug 9, 2019
Palouse Capital Management Inc 114,067 $8,295k Jun 30, 2019 Aug 6, 2019
Financial Engines Advisors LLC 114,040 $8,293k Jun 30, 2019 Aug 9, 2019
Westchester Capital Management Inc 113,414 $8,247k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 113,414 $8,247k Jun 30, 2019 Aug 5, 2019
Smith Asset Management Group LP 113,293 $8,239k Jun 30, 2019 Aug 15, 2019
World Asset Management Inc 111,126 $8,081k Jun 30, 2019 Jul 23, 2019
Tradition Capital Management LLC 99,866 $8,048k Mar 31, 2019 May 7, 2019
Oxbow Advisors LLC 110,359 $8,025k Jun 30, 2019 Aug 7, 2019
Strategic International Limited 109,698 $7,977k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 109,698 $7,977k Jun 30, 2019 Jul 29, 2019
Wendell David Associates Inc 108,118 $7,862k Jun 30, 2019 Jul 16, 2019
Sheaff Brock Investment Advisors LLC 107,247 $7,799k Jun 30, 2019 Jul 31, 2019
IFM Investors PTY Ltd 104,788 $7,620k Jun 30, 2019 Jul 16, 2019
Meyer Handelman Company LLC 104,681 $7,612k Jun 30, 2019 Jul 23, 2019
Harvey Investment Company LLC 103,171 $7,503k Jun 30, 2019 Jul 16, 2019
Markston International LLC 102,913 $7,484k Jun 30, 2019 Aug 6, 2019
Ashfield Capital Partners LLC 102,919 $7,484k Jun 30, 2019 Jul 29, 2019
Eagle Ridge Investment Management LLC 101,664 $7,393k Jun 30, 2019 Aug 1, 2019
Azimuth Capital Management LLC 101,620 $7,390k Jun 30, 2019 Aug 13, 2019
Asset Advisors Investment Management LLC 97,945 $7,123k Jun 30, 2019 Jul 25, 2019
Gilman Hill Asset Management LLC 96,355 $7,007k Jun 30, 2019 Jul 17, 2019
Apriem Advisors 94,166 $6,848k Jun 30, 2019 Aug 14, 2019
The Rikoon Group LLC 93,192 $6,777k Jun 30, 2019 Aug 6, 2019
Sentry Investment Management LLC 92,842 $6,751k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 92,842 $6,751k Jun 30, 2019 Aug 12, 2019
Conning Inc 92,319 $6,713k Jun 30, 2019 Jul 25, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 91,911 $6,684k Jun 30, 2019 Aug 9, 2019
ICON Advisers Inc 89,989 $6,544k Jun 30, 2019 Aug 2, 2019
Endurant Capital Management LP 89,008 $6,473k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 88,832 $6,460k Jun 30, 2019 Jul 30, 2019
AHL Partners LLP 66,435 $6,425k Dec 31, 2017 Feb 14, 2018
Woodstock Corporation 87,074 $6,332k Jun 30, 2019 Jul 3, 2019
CWH Capital Management Inc 86,132 $6,264k Jun 30, 2019 Aug 14, 2019
Endurance Wealth Management Inc 86,030 $6,256k Jun 30, 2019 Jul 30, 2019
RMB Capital Management LLC 85,167 $6,193k Jun 30, 2019 Aug 13, 2019
Baring International Investment Ltd 109,256 $6,166k Jun 30, 2014 Jul 21, 2014
Baker Avenue Asset Management LP 84,714 $6,160k Jun 30, 2019 Aug 14, 2019
First Allied Advisory Services Inc 84,557 $6,149k Jun 30, 2019 Aug 12, 2019
Aristotle Capital Management LLC 83,641 $6,082k Jun 30, 2019 Aug 14, 2019
Evercore Wealth Management LLC 82,776 $6,019k Jun 30, 2019 Aug 13, 2019
Boston Advisors LLC 82,698 $6,014k Jun 30, 2019 Jul 30, 2019
1919 Investment Counsel LLC 103,531 $5,980k Sep 30, 2014 Nov 14, 2014
The Investment House LLC 82,093 $5,970k Jun 30, 2019 Aug 5, 2019
Gratus Capital LLC 80,882 $5,882k Jun 30, 2019 Aug 7, 2019
Salem Investment Counselors Inc 80,705 $5,869k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 80,338 $5,842k Jun 30, 2019 Aug 6, 2019
PURA VIDA Investments LLC 79,980 $5,816k Jun 30, 2019 Aug 14, 2019
FORT Point Capital Partners LLC 79,215 $5,761k Jun 30, 2019 Aug 9, 2019
Mairs and Power Inc 79,024 $5,747k Jun 30, 2019 Aug 14, 2019
Davenport & Company LLC 78,916 $5,739k Jun 30, 2019 Jul 10, 2019
Schonfeld Strategic Advisors LLC 77,811 $5,658k Jun 30, 2019 Aug 14, 2019
Edgewood Management LLC 77,530 $5,638k Jun 30, 2019 Aug 12, 2019
Grassi Investment Management LLC 77,200 $5,614k Jun 30, 2019 Jul 10, 2019
LS Investment Advisors LLC 76,255 $5,545k Jun 30, 2019 Aug 7, 2019
Zuckerman Investment Group LLC 75,094 $5,461k Jun 30, 2019 Aug 14, 2019
Manning & Napier Advisors LLC 61,059 $5,425k Sep 30, 2017 Nov 7, 2017
Brinker Capital Inc 74,492 $5,417k Jun 30, 2019 Aug 12, 2019
Condor Capital Management 74,204 $5,396k Jun 30, 2019 Aug 5, 2019
Arnhold LLC 73,943 $5,377k Jun 30, 2019 Aug 8, 2019
Boston Family Office LLC 73,772 $5,365k Jun 30, 2019 Jul 30, 2019
Dowling & Yahnke LLC 72,054 $5,240k Jun 30, 2019 Jul 22, 2019
Sigma Planning Corporation 71,966 $5,233k Jun 30, 2019 Aug 1, 2019
Stratos Wealth Partners Ltd 71,825 $5,223k Jun 30, 2019 Aug 6, 2019
Montag A & Associates Inc 71,567 $5,204k Jun 30, 2019 Aug 6, 2019
Rafferty Asset Management LLC 71,549 $5,203k Jun 30, 2019 Aug 9, 2019
Hourglass Capital LLC 71,035 $5,166k Jun 30, 2019 Aug 12, 2019
SIT Investment Associates Inc 70,765 $5,146k Jun 30, 2019 Aug 14, 2019
Twin Capital Management Inc 69,895 $5,083k Jun 30, 2019 Aug 1, 2019
Zevin Asset Management LLC 68,520 $4,983k Jun 30, 2019 Aug 6, 2019
Chatham Capital Group Inc 68,379 $4,973k Jun 30, 2019 Jul 24, 2019
Carret Asset Management LLC 68,060 $4,949k Jun 30, 2019 Aug 12, 2019
Carillon Tower Advisers Inc 67,700 $4,923k Jun 30, 2019 Aug 8, 2019
Buckingham Asset Management LLC 64,279 $4,674k Jun 30, 2019 Aug 5, 2019
Trexquant Investment LP 64,251 $4,672k Jun 30, 2019 Aug 9, 2019
Cornell Pochily Investment Advisors Inc 64,020 $4,656k Jun 30, 2019 Jul 22, 2019
Wedbush Securities Inc 63,865 $4,644k Jun 30, 2019 Aug 1, 2019
Convergence Investment Partners LLC 63,541 $4,621k Jun 30, 2019 Jul 23, 2019
Hennessy Advisors Inc 63,500 $4,618k Jun 30, 2019 Jul 11, 2019
Thompson Investment Management Inc 63,313 $4,604k Jun 30, 2019 Aug 7, 2019
Choate Investment Advisors LLC 62,830 $4,569k Jun 30, 2019 Aug 14, 2019
Appleton Partners Inc 61,700 $4,487k Jun 30, 2019 Jul 25, 2019
Savant Capital LLC 61,511 $4,473k Jun 30, 2019 Aug 6, 2019
Carnick & Kubik Group LLC 61,434 $4,468k Jun 30, 2019 Jul 30, 2019
Richard Bernstein Advisors LLC 61,150 $4,446k Jun 30, 2019 Aug 9, 2019
Legacy Capital Partners Inc 61,014 $4,437k Jun 30, 2019 Jul 16, 2019
North Star Investment Management Corporation 60,333 $4,387k Jun 30, 2019 Jul 15, 2019
Monarch Capital Management Inc 59,709 $4,342k Jun 30, 2019 Jul 31, 2019
Magnetar Financial LLC 59,400 $4,320k Jun 30, 2019 Aug 14, 2019
Garland Capital Management Inc 58,420 $4,248k Jun 30, 2019 Jul 24, 2019
Stralem & Company Incorporated 58,390 $4,246k Jun 30, 2019 Jul 16, 2019
Summit X 57,741 $4,204k Jun 30, 2019 Aug 13, 2019
Eagle Asset Management Inc 57,121 $4,153k Jun 30, 2019 Aug 6, 2019
Centiva Capital LP 56,800 $4,131k Put Jun 30, 2019 Aug 13, 2019
Perkins Investment Management LLC 62,906 $4,099k Mar 31, 2017 May 15, 2017
VOYA Financial Advisors Inc 58,247 $4,077k Jun 30, 2019 Aug 14, 2019
Boston Research and Management Inc 56,024 $4,074k Jun 30, 2019 Aug 7, 2019
Goelzer Investment Management Inc 55,779 $4,056k Jun 30, 2019 Jul 29, 2019
Cadence Capital Management LLC 55,771 $4,056k Jun 30, 2019 Aug 12, 2019
Regentatlantic Capital LLC 55,330 $4,024k Jun 30, 2019 Jul 23, 2019
Indexiq Advisors LLC 54,524 $3,965k Jun 30, 2019 Aug 12, 2019
New England Asset Management Inc 54,245 $3,945k Jun 30, 2019 Aug 14, 2019
The Leuthold Group LLC 53,674 $3,903k Jun 30, 2019 Aug 14, 2019
Loudon Investment Management LLC 53,119 $3,863k Jun 30, 2019 Aug 13, 2019
Cetera Advisor Networks LLC 53,105 $3,862k Jun 30, 2019 Aug 12, 2019
Williams Jones & Associates LLC 52,373 $3,809k Jun 30, 2019 Aug 14, 2019
Lombard Odier Transatlantic Limited 60,140 $3,793k Sep 30, 2016 Nov 14, 2016
Greatmark Investment Partners Inc 51,988 $3,781k Jun 30, 2019 Aug 5, 2019
Biltmore Family Office LLC 51,667 $3,757k Jun 30, 2019 Jul 31, 2019
Vontobel Swiss Wealth Advisors AG 51,416 $3,739k Jun 30, 2019 Aug 12, 2019
BLB & B Advisors LLC 51,314 $3,732k Jun 30, 2019 Jul 29, 2019
Spearhead Capital Advisors LLC 51,072 $3,714k Jun 30, 2019 Jul 17, 2019
Bowling Portfolio Management LLC 51,056 $3,713k Jun 30, 2019 Jul 25, 2019
Pinnacle Associates Ltd 50,568 $3,677k Jun 30, 2019 Aug 5, 2019
FRED Alger Management Inc 49,246 $3,581k Jun 30, 2019 Aug 14, 2019
BECK MACK & Oliver LLC 49,162 $3,575k Jun 30, 2019 Aug 13, 2019
Wesbanco Bank Inc 48,511 $3,528k Jun 30, 2019 Aug 13, 2019
Bragg Financial Advisors Inc 48,300 $3,512k Jun 30, 2019 Aug 14, 2019
Baugh & Associates LLC 48,138 $3,501k Jun 30, 2019 Jul 23, 2019
Accurate Investment Solutions Inc 48,134 $3,500k Jun 30, 2019 Jul 12, 2019
Stokes & Hubbell Capital Management LLC 43,114 $3,475k Mar 31, 2019 Apr 24, 2019
Dupont Capital Management Corp 47,247 $3,436k Jun 30, 2019 Jul 30, 2019
1st Global Advisors Inc 47,027 $3,410k Jun 30, 2017 Aug 15, 2017
YHB Investment Advisors Inc 46,790 $3,403k Jun 30, 2019 Jul 15, 2019
Assetmark Inc 46,772 $3,401k Jun 30, 2019 Aug 14, 2019
Independent Investors Inc 46,750 $3,399k Jun 30, 2019 Jul 18, 2019
Capital Bank and Trust Company 46,640 $3,392k Jun 30, 2019 Aug 14, 2019
Cornercap Investment Counsel Inc 45,541 $3,312k Jun 30, 2019 Aug 14, 2019
Brookstone Capital Management LLC 45,056 $3,277k Jun 30, 2019 Jul 25, 2019
LOWE Brockenbrough & Company Inc 45,022 $3,274k Jun 30, 2019 Aug 12, 2019
American Money Management LLC 44,309 $3,222k Jun 30, 2019 Aug 12, 2019
Oak Asset Management LLC 46,848 $3,186k Jun 30, 2019 Jul 25, 2019
Menlo Advisors LLC 43,762 $3,182k Jun 30, 2019 Jul 17, 2019
Sigma Investment Counselors Inc 43,596 $3,170k Jun 30, 2019 Jul 23, 2019
Princeton Capital Management LLC 43,434 $3,159k Jun 30, 2019 Aug 12, 2019
Ziegler Capital Management LLC 70,160 $3,138k Sep 30, 2013 Nov 6, 2013
Douglass Winthrop Advisors LLC 43,112 $3,135k Jun 30, 2019 Jul 10, 2019
Mengis Capital Management Inc 42,921 $3,121k Jun 30, 2019 Jul 18, 2019
Beech Hill Advisors Inc 42,849 $3,116k Jun 30, 2019 Jul 15, 2019
Cubic Asset Management LLC 42,288 $3,075k Jun 30, 2019 Jul 29, 2019
Ropes Wealth Advisors LLC 42,203 $3,069k Jun 30, 2019 Jul 31, 2019
SFE Investment Counsel Inc 41,232 $2,998k Jun 30, 2019 Jul 26, 2019
Level Four Advisory Services LLC 41,051 $2,982k Jun 30, 2019 Aug 14, 2019
Brown Advisory Securities LLC 40,258 $2,925k Jun 30, 2019 Aug 12, 2019
LVW Advisors LLC 39,011 $2,837k Jun 30, 2019 Aug 14, 2019
Prelude Capital Management LLC 38,900 $2,829k Put Jun 30, 2019 Aug 14, 2019
ALL Terrain Financial Advisors LLC 38,790 $2,821k Jun 30, 2019 Aug 14, 2019
Advisor Partners LLC 38,691 $2,814k Jun 30, 2019 Jul 26, 2019
Marshwinds Advisory Company 30,341 $2,797k Dec 31, 2018 Jan 7, 2019
Kepos Capital LP 38,052 $2,767k Jun 30, 2019 Aug 13, 2019
Ipswich Investment Management Company Inc 38,000 $2,763k Jun 30, 2019 Jul 11, 2019
Viking Fund Management LLC 38,000 $2,763k Jun 30, 2019 Jul 16, 2019
Hoylecohen LLC 37,890 $2,755k Jun 30, 2019 Aug 9, 2019
Hammer Asset Management LLC 37,389 $2,719k Jun 30, 2019 Aug 6, 2019
Prime Capital Investment Advisors LLC 37,297 $2,712k Jun 30, 2019 Aug 6, 2019
Ancora Advisors LLC 37,172 $2,703k Jun 30, 2019 Aug 12, 2019
Global X Management Company LLC 29,007 $2,687k Jun 30, 2018 Aug 16, 2018
NTV Asset Management LLC 36,812 $2,677k Jun 30, 2019 Jul 29, 2019
ZWJ Investment Counsel Inc 36,686 $2,668k Jun 30, 2019 Jul 24, 2019
Burleson & Company LLC 40,473 $2,663k Jun 30, 2019 Aug 5, 2019
Monetary Management Group Inc 36,415 $2,648k Jun 30, 2019 Aug 13, 2019
Everence Capital Management Inc 36,400 $2,647k Jun 30, 2019 Aug 2, 2019
Wilmington Funds Management Corporation 46,709 $2,636k Jun 30, 2014 Aug 13, 2014
Moors & Cabot Inc 35,629 $2,595k Jun 30, 2019 Jul 18, 2019
GWM Advisors LLC 35,157 $2,557k Jun 30, 2019 Aug 5, 2019
Selway Asset Management Inc 34,400 $2,502k Jun 30, 2019 Jul 30, 2019
ZEKE Capital Advisors LLC 34,382 $2,500k Jun 30, 2019 Jul 24, 2019
Jackson Grant Investment Advisers Inc 34,250 $2,491k Jun 30, 2019 Aug 13, 2019
WP Advisors LLC 34,235 $2,490k Jun 30, 2019 Jul 23, 2019
BOYS Arnold & Company Inc 34,215 $2,488k Jun 30, 2019 Aug 1, 2019
Telemus Capital LLC 37,929 $2,474k Jun 30, 2019 Aug 9, 2019
Cetera Advisors LLC 33,707 $2,456k Jun 30, 2019 Aug 12, 2019
Kavar Capital Partners LLC 33,696 $2,450k Jun 30, 2019 Aug 1, 2019
North Star Asset Management Inc 33,529 $2,438k Jun 30, 2019 Aug 12, 2019
Oarsman Capital Inc 32,883 $2,391k Jun 30, 2019 Aug 13, 2019
Ifrah Financial Services Inc 32,837 $2,388k Jun 30, 2019 Aug 6, 2019
Pettee Investors Inc 32,829 $2,387k Jun 30, 2019 Aug 7, 2019
Cheviot Value Management LLC 32,656 $2,375k Jun 30, 2019 Aug 14, 2019
Beddow Capital Management Inc 32,642 $2,374k Jun 30, 2019 Aug 9, 2019
Omnistar Financial Group Inc 32,614 $2,372k Jun 30, 2019 Jul 30, 2019
Gibraltar Capital Management Inc 32,412 $2,357k Jun 30, 2019 Jul 17, 2019
Meridian Wealth Management LLC 3,238 $2,355k Jun 30, 2019 Jul 19, 2019
Hall Capital Management Company Inc 32,240 $2,344k Jun 30, 2019 Aug 14, 2019
Alpha Cubed Investments LLC 32,237 $2,344k Jun 30, 2019 Jul 19, 2019
Mirador Capital Partners LP 32,210 $2,342k Jun 30, 2019 Aug 6, 2019
Strategic Global Advisors LLC 31,559 $2,295k Jun 30, 2019 Aug 13, 2019
Cypress Wealth Services LLC 31,538 $2,293k Jun 30, 2019 Jul 24, 2019
Thompson Siegel & Walmsley LLC 31,317 $2,277k Jun 30, 2019 Aug 12, 2019
Guardian Investment Management LLC 31,116 $2,263k Jun 30, 2019 Aug 16, 2019
Dodge & COX 31,109 $2,262k Jun 30, 2019 Aug 13, 2019
Logan Capital Management Inc 31,071 $2,259k Jun 30, 2019 Jul 24, 2019
Shepherd Financial Partners LLC 30,967 $2,252k Jun 30, 2019 Aug 5, 2019
Oliver Luxxe Assets LLC 31,583 $2,249k Jun 30, 2019 Jul 10, 2019
Morris Capital Advisors Inc 30,915 $2,248k Jun 30, 2019 Jul 15, 2019
Clearstead Advisors LLC 30,914 $2,248k Jun 30, 2019 Aug 8, 2019
Granite Investment Partners LLC 30,743 $2,236k Jun 30, 2019 Aug 7, 2019
Granite Financial Partners LLC 30,743 $2,236k Jun 30, 2019 Aug 7, 2019
Moloney Securities Asset Management LLC 30,714 $2,234k Jun 30, 2019 Jul 29, 2019
Horizon Asset Management LLC 30,661 $2,230k Jun 30, 2019 Aug 14, 2019
Texas Yale Capital Corp 30,547 $2,221k Jun 30, 2019 Jul 24, 2019
Westover Capital Advisors LLC 30,062 $2,186k Jun 30, 2019 Aug 13, 2019
Searle & Co 29,984 $2,180k Jun 30, 2019 Jul 17, 2019
Wetherby Asset Management 29,785 $2,166k Jun 30, 2019 Jul 25, 2019
Premier Asset Management LLC 29,795 $2,166k Jun 30, 2019 Aug 7, 2019
Verition Fund Management LLC 29,628 $2,155k Jun 30, 2019 Aug 14, 2019
Torray LLC 29,536 $2,148k Jun 30, 2019 Aug 8, 2019
Osborne Partners Capital Management LLC 29,198 $2,123k Jun 30, 2019 Jul 18, 2019
Northstar Wealth Partners LLC 29,017 $2,110k Jun 30, 2019 Aug 15, 2019
The Colony Group LLC 28,928 $2,104k Jun 30, 2019 Aug 19, 2019
Auxier Asset Management LLC 28,650 $2,083k Jun 30, 2019 Aug 15, 2019
Birch Hill Investment Advisors LLC 28,502 $2,073k Jun 30, 2019 Jul 22, 2019
Altman Advisors Inc 28,460 $2,070k Jun 30, 2019 Jul 12, 2019
Wright Investors Service Inc 28,438 $2,068k Jun 30, 2019 Aug 1, 2019
Crawford Investment Counsel Inc 28,411 $2,066k Jun 30, 2019 Aug 12, 2019
Parthenon LLC 28,378 $2,064k Jun 30, 2019 Jul 29, 2019
Navellier & Associates Inc 28,379 $2,064k Jun 30, 2019 Jul 17, 2019
Hengehold Capital Management LLC 28,389 $2,064k Jun 30, 2019 Jul 23, 2019
Motley FOOL Asset Management LLC 28,110 $2,044k Jun 30, 2019 Aug 14, 2019
Nikulski Financial Inc 29,909 $2,043k Jun 30, 2019 Jul 22, 2019
Liberty Capital Management Inc 28,092 $2,043k Jun 30, 2019 Jul 15, 2019
Wespac Advisors LLC 27,913 $2,030k Jun 30, 2019 Jul 23, 2019
Clark Capital Management Group Inc 27,759 $2,019k Jun 30, 2019 Jul 12, 2019
Abbrea Capital LLC 27,534 $2,002k Jun 30, 2019 Jul 31, 2019
Wilmington Trust Investment Management LLC 35,406 $1,998k Jun 30, 2014 Aug 13, 2014
Sanders Morris Harris LLC 27,230 $1,988k Jun 30, 2019 Jul 10, 2019
Baldwin Investment Management LLC 27,168 $1,976k Jun 30, 2019 Aug 6, 2019
Dynamic Advisor Solutions LLC 27,035 $1,966k Jun 30, 2019 Aug 13, 2019
Marietta Investment Partners LLC 26,833 $1,951k Jun 30, 2019 Aug 13, 2019
Schulhoff & Co Inc 26,384 $1,918k Jun 30, 2019 Aug 7, 2019
Blackhawk Capital Partners LLC 26,304 $1,913k Jun 30, 2019 Aug 13, 2019
Systematic Financial Management LP 26,247 $1,909k Jun 30, 2019 Jul 26, 2019
COE Capital Management LLC 25,995 $1,890k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 25,919 $1,885k Jun 30, 2019 Aug 9, 2019
Intersect Capital LLC 25,841 $1,879k Jun 30, 2019 Aug 9, 2019
Cetera Investment Advisers LLC 25,634 $1,864k Jun 30, 2019 Aug 12, 2019
AULL & Monroe Investment Management Corp 25,624 $1,863k Jun 30, 2019 Jul 29, 2019
Butensky & Cohen Financial Security Inc 25,494 $1,854k Jun 30, 2019 Jul 12, 2019
Jensen Investment Management Inc 25,405 $1,847k Jun 30, 2019 Aug 2, 2019
BFSG LLC 25,323 $1,841k Jun 30, 2019 Jul 30, 2019
Meridian Investment Counsel Inc 25,190 $1,832k Jun 30, 2019 Aug 13, 2019
MARK Sheptoff Financial Planning LLC 25,198 $1,832k Jun 30, 2019 Aug 12, 2019
Pacific Global Investment Management Co 25,160 $1,830k Jun 30, 2019 Aug 14, 2019
FFCM LLC 25,145 $1,829k Jun 30, 2019 Jul 30, 2019
Hutner Capital Management Inc 25,053 $1,822k Jun 30, 2019 Aug 7, 2019
Weiss Multi-Strategy Advisers LLC 25,000 $1,818k Jun 30, 2019 Aug 14, 2019
Glynn Capital Management LLC 25,000 $1,818k Jun 30, 2019 Aug 2, 2019
Atria Investments LLC 27,814 $1,799k Jun 30, 2019 Aug 26, 2019
West Branch Capital LLC 24,671 $1,794k Jun 30, 2019 Aug 5, 2019
Patton Albertson Miller Group LLC 27,260 $1,788k Jun 30, 2019 Aug 12, 2019
Shoker Investment Counsel Inc 24,537 $1,784k Jun 30, 2019 Aug 9, 2019
Keeler Thomas Management LLC 24,438 $1,777k Jun 30, 2019 Jul 31, 2019
Summit Financial Wealth Advisors LLC 24,420 $1,776k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 24,420 $1,776k Jun 30, 2019 Jul 16, 2019
Homrich & BERG Inc 24,104 $1,753k Jun 30, 2019 Aug 5, 2019
Court Place Advisors LLC 23,719 $1,725k Jun 30, 2019 Jul 30, 2019
Founders Capital Management LLC 23,605 $1,717k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 23,605 $1,717k Jun 30, 2019 Jul 11, 2019
Ancora Family Wealth Advisors LLC 26,585 $1,677k Sep 30, 2016 Nov 4, 2016
Bingham Osborn & Scarborough LLC 22,728 $1,653k Jun 30, 2019 Aug 2, 2019
Dillon & Associates Inc 22,616 $1,651k Jun 30, 2019 Jul 22, 2019
OFI Advisors LLC 30,195 $1,643k Sep 30, 2015 Nov 16, 2015
Probity Advisors Inc 22,316 $1,623k Jun 30, 2019 Aug 8, 2019
Cornerstone Partners LLC 22,290 $1,621k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 22,290 $1,621k Jun 30, 2019 Jul 19, 2019
Abbot Financial Management Inc 22,159 $1,611k Jun 30, 2019 Aug 8, 2019
Dedora Capital Inc 22,028 $1,602k Jun 30, 2019 Aug 8, 2019
Woodmont Investment Counsel LLC 21,826 $1,587k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 21,738 $1,581k Jun 30, 2019 Jul 29, 2019
Sippican Capital Advisors LLC 21,669 $1,576k Jun 30, 2019 Jul 17, 2019
Wellington Shields Capital Management LLC 21,449 $1,560k Jun 30, 2019 Aug 8, 2019
Colrain Capital LLC 21,260 $1,546k Jun 30, 2019 Aug 6, 2019
Baker Ellis Asset Management LLC 21,216 $1,543k Jun 30, 2019 Aug 12, 2019
Access Financial Services Inc 21,212 $1,543k Jun 30, 2019 Jul 24, 2019
Callahan Advisors LLC 21,178 $1,540k Jun 30, 2019 Jul 17, 2019
Dumont & Blake Investment Advisors LLC 21,157 $1,539k Jun 30, 2019 Aug 1, 2019
Matthew GOFF Investment Advisor LLC 21,120 $1,536k Jun 30, 2019 Aug 5, 2019
CWA Asset Management Group LLC 21,035 $1,530k Jun 30, 2019 Aug 13, 2019
Financial Architects Inc 21,028 $1,529k Jun 30, 2019 Aug 14, 2019
Fiera Capital Inc 21,020 $1,529k Jun 30, 2019 Aug 12, 2019
Altium Wealth Management LLC 20,695 $1,505k Jun 30, 2019 Jul 18, 2019
Rossmore Private Capital LLC 20,649 $1,502k Jun 30, 2019 Aug 5, 2019
Frontier Wealth Management LLC 20,499 $1,491k Jun 30, 2019 Aug 16, 2019
Dearborn Partners LLC 20,445 $1,487k Jun 30, 2019 Jul 29, 2019
BTR Capital Management Inc 20,283 $1,475k Jun 30, 2019 Jul 18, 2019
Wellington Shields & Co LLC 20,270 $1,474k Jun 30, 2019 Aug 8, 2019
Cleararc Capital Inc 20,101 $1,462k Jun 30, 2019 Aug 7, 2019
Taurus Asset Management LLC 19,661 $1,430k Jun 30, 2019 Aug 14, 2019
Cadinha & Co LLC 19,642 $1,428k Jun 30, 2019 Aug 9, 2019
BTC Capital Management Inc 19,296 $1,403k Jun 30, 2019 Jul 26, 2019
Wrapmanager Inc 19,038 $1,384k Jun 30, 2019 Jul 31, 2019
Fundx Investment Group LLC 19,000 $1,382k Jun 30, 2019 Aug 5, 2019
Terra NOVA Asset Management LLC 14,986 $1,382k Dec 31, 2018 Feb 15, 2019
Whitener Capital Management Inc 18,980 $1,380k Jun 30, 2019 Aug 2, 2019
Affinity Investment Advisors LLC 18,819 $1,369k Jun 30, 2019 Aug 8, 2019
ELCO Management Company LLC 18,500 $1,345k Jun 30, 2019 Aug 1, 2019
Curbstone Financial Management Corporation 18,467 $1,343k Jun 30, 2019 Jul 9, 2019
Annex Advisory Services LLC 18,330 $1,333k Jun 30, 2019 Jul 18, 2019
JGP Wealth Management LLC 18,335 $1,333k Jun 30, 2019 Jul 15, 2019
Grantham Mayo van Otterloo & Co LLC 18,253 $1,327k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 18,000 $1,309k Jun 30, 2019 Jul 15, 2019
Hunter Associates Investment Management LLC 17,992 $1,308k Jun 30, 2019 Aug 8, 2019
Folger Nolan Fleming Douglas Capital Management Inc 17,952 $1,305k Jun 30, 2019 Aug 9, 2019
Provise Management Group LLC 17,431 $1,268k Jun 30, 2019 Aug 9, 2019
Green Square Capital LLC 17,295 $1,258k Jun 30, 2019 Aug 14, 2019
Checchi Capital Advisers LLC 17,226 $1,253k Jun 30, 2019 Aug 6, 2019
Badgley Phelps and Bell Inc 17,210 $1,252k Jun 30, 2019 Jul 30, 2019
Altfest L J & Co Inc 17,026 $1,238k Jun 30, 2019 Jul 15, 2019
Yorktown Management and Research Co Inc 17,000 $1,236k Jun 30, 2019 Aug 2, 2019
SFMG LLC 17,950 $1,216k Jun 30, 2019 Aug 5, 2019
Wells Trecaso Financial Group LLC 16,634 $1,210k Jun 30, 2019 Jul 22, 2019
Jolley Asset Management LLC 16,538 $1,203k Jun 30, 2019 Jul 22, 2019
Parsec Financial Management Inc 16,503 $1,200k Jun 30, 2019 Jul 23, 2019
RFG Advisory LLC 16,209 $1,181k Jun 30, 2019 Aug 23, 2019
DUFF & Phelps Investment Management Co 16,230 $1,180k Jun 30, 2019 Aug 2, 2019
Marathon Trading Investment Management LLC 16,220 $1,180k Jun 30, 2019 Aug 14, 2019
Wespac Advisors Socal LLC 16,140 $1,173k Jun 30, 2019 Jul 30, 2019
Vestor Capital LLC 16,107 $1,171k Jun 30, 2019 Aug 6, 2019
Tiemann Investment Advisors LLC 16,065 $1,168k Jun 30, 2019 Aug 13, 2019
Caxton Associates LP 16,010 $1,164k Jun 30, 2019 Aug 14, 2019
Provident Trust Company 15,978 $1,162k Jun 30, 2019 Aug 1, 2019
Vivaldi Capital Management LLC 15,953 $1,160k Jun 30, 2019 Aug 14, 2019
Cypress Capital LLC 15,850 $1,153k Jun 30, 2019 Aug 15, 2019
Cypress Capital Group Inc 15,850 $1,153k Jun 30, 2019 Aug 15, 2019
Spinnaker Investment Group LLC 15,732 $1,144k Jun 30, 2019 Jul 11, 2019
Steinberg Global Asset Management Ltd 14,129 $1,139k Mar 31, 2019 Apr 24, 2019
Crossvault Capital Management LLC 15,632 $1,137k Jun 30, 2019 Jul 19, 2019
IMS Capital Management Inc 15,625 $1,136k Jun 30, 2019 Aug 14, 2019
Prospera Financial Services Inc 15,546 $1,131k Jun 30, 2019 Aug 14, 2019
Howland Capital Management LLC 15,550 $1,131k Jun 30, 2019 Jul 17, 2019
Security Asset Management Inc 15,450 $1,124k Jun 30, 2019 Aug 6, 2019
Stanley-Laman Group Ltd 15,438 $1,123k Jun 30, 2019 Aug 1, 2019
Fernwood Investment Management LLC 15,180 $1,104k Jun 30, 2019 Aug 1, 2019
Ellington Management Group LLC 15,100 $1,098k Jun 30, 2019 Aug 14, 2019
Ellington Financial Management LLC 15,100 $1,098k Jun 30, 2019 Aug 14, 2019
Poplar Forest Capital LLC 15,050 $1,094k Jun 30, 2019 Aug 2, 2019
Great Lakes Advisors LLC 15,034 $1,093k Jun 30, 2019 Aug 5, 2019
Hudson BAY Capital Management LP 15,000 $1,091k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LP 15,000 $1,091k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 14,932 $1,085k Jun 30, 2019 Jul 22, 2019
Truvestments Capital LLC 14,843 $1,079k Jun 30, 2019 Jul 15, 2019
Chesley TAFT & Associates LLC 14,800 $1,076k Jun 30, 2019 Jul 10, 2019
PFG Advisors LLC 15,856 $1,074k Jun 30, 2019 Aug 5, 2019
Gideon Capital Advisors Inc 14,753 $1,073k Jun 30, 2019 Aug 14, 2019
Bennicas & Associates Inc 14,733 $1,071k Jun 30, 2019 Jul 12, 2019
Poehling Capital Management Inc 14,706 $1,069k Jun 30, 2019 Aug 9, 2019
RDL Financial Inc 14,682 $1,068k Jun 30, 2019 Jul 17, 2019
Pictet North America Advisors SA 14,661 $1,066k Jun 30, 2019 Aug 7, 2019
Acadian Asset Management LLC 14,439 $1,050k Jun 30, 2019 Aug 8, 2019
Capital Investment Advisory Services LLC 15,340 $1,043k Jun 30, 2019 Aug 8, 2019
The Capital Group Investment Advisory Services LLC 15,340 $1,043k Jun 30, 2019 Aug 8, 2019
Institute FOR Wealth Management LLC 14,282 $1,039k Jun 30, 2019 Aug 2, 2019
Westbourne Investment Advisors Inc 14,125 $1,027k Jun 30, 2019 Jul 22, 2019
Carnegie Capital Asset Management LLC 14,045 $1,021k Jun 30, 2019 Jul 24, 2019
Northside Capital Management LLC 13,918 $1,012k Jun 30, 2019 Jul 16, 2019
Douglas Lane & Associates LLC 13,898 $1,011k Jun 30, 2019 Jul 8, 2019
Meristem Family Wealth LLC 13,902 $1,011k Jun 30, 2019 Aug 6, 2019
Delphi Management Inc 13,861 $1,008k Jun 30, 2019 Aug 20, 2019
New Potomac Partners LLC 13,680 $995k Jun 30, 2019 Jul 26, 2019
The Caprock Group Inc 13,625 $991k Jun 30, 2019 Jul 23, 2019
Becker Capital Management Inc 13,585 $988k Jun 30, 2019 Aug 8, 2019
Mckinley Carter Wealth Services Inc 13,571 $987k Jun 30, 2019 Aug 2, 2019
LEE Danner & BASS Inc 13,550 $985k Jun 30, 2019 Jul 30, 2019
HOWE and Rusling Inc 13,486 $981k Jun 30, 2019 Aug 12, 2019
EP Wealth Advisors LLC 13,465 $979k Jun 30, 2019 Aug 27, 2019
Doliver Capital Advisors LP 13,426 $976k Jun 30, 2019 Jul 25, 2019
Nomura Asset Management USA Inc 13,009 $946k Jun 30, 2019 Aug 13, 2019
Gardner Russo & Gardner LLC 13,010 $946k Jun 30, 2019 Aug 13, 2019
Ascension Asset Management LLC 13,009 $946k Jun 30, 2019 Jul 23, 2019
Beacon Investment Advisory Services Inc 12,913 $939k Jun 30, 2019 Aug 7, 2019
DAVY Asset Management Limited 12,881 $936k Jun 30, 2019 Jul 19, 2019
Evermay Wealth Management LLC 12,854 $935k Jun 30, 2019 Jul 23, 2019
South Street Advisors LLC 12,790 $930k Jun 30, 2019 Jul 22, 2019
LONG ROAD Investment Counsel LLC 12,794 $930k Jun 30, 2019 Aug 9, 2019
EQIS Capital Management Inc 12,736 $926k Jun 30, 2019 Jul 18, 2019
Abner Herrman & Brock LLC 12,579 $915k Jun 30, 2019 Jul 19, 2019
Argyle Capital Management Inc 12,400 $902k Jun 30, 2019 Jul 25, 2019
Sofinnova Ventures Inc 12,391 $901k Jun 30, 2019 Aug 13, 2019
Plante Moran Financial Advisors LLC 12,124 $882k Jun 30, 2019 Aug 13, 2019
Waverton Investment Management Limited 12,113 $881k Jun 30, 2019 Jul 17, 2019
RAAB & Moskowitz Asset Management LLC 12,093 $879k Jun 30, 2019 Aug 9, 2019
Northstar Investment Advisors LLC 12,004 $873k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 12,004 $873k Jun 30, 2019 Jul 17, 2019
Stearns Financial Services Group Inc 11,963 $870k Jun 30, 2019 Aug 14, 2019
Aries Wealth Management LLC 11,820 $863k Jun 30, 2019 Jul 15, 2019
Tiedemann Advisors LLC 11,829 $861k Jun 30, 2019 Aug 13, 2019
Cambridge Advisors LLC 11,820 $860k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 11,820 $860k Jun 30, 2019 Jul 26, 2019
Quantum Capital Management LLC 11,763 $855k Jun 30, 2019 Aug 14, 2019
Mastrapasqua Asset Management Inc 11,727 $853k Jun 30, 2019 Aug 12, 2019
PURE Financial Advisors Inc 11,704 $851k Jun 30, 2019 Jul 11, 2019
STA Wealth Management LLC 11,635 $846k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 11,465 $834k Jun 30, 2019 Jul 5, 2019
Wealth Advisors Group LLC 11,434 $831k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 11,434 $831k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 11,434 $831k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 11,434 $831k Jun 30, 2019 Aug 7, 2019
First Foundation Advisors 11,124 $809k Jun 30, 2019 Aug 14, 2019
Claraphi Advisory Network LLC 11,125 $809k Jun 30, 2019 Jul 29, 2019
Good Life Advisors LLC 10,827 $792k Jun 30, 2019 Aug 6, 2019
Investment Counselors of Maryland LLC 10,860 $790k Jun 30, 2019 Aug 5, 2019
Cambridge Financial Group LLC 10,759 $782k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group Inc 10,759 $782k Jun 30, 2019 Jul 29, 2019
DB Root & Company LLC 10,754 $782k Jun 30, 2019 Jul 19, 2019
Mission Wealth Management LP 10,728 $780k Jun 30, 2019 Aug 9, 2019
Bienville Capital Management LLC 10,425 $758k Jun 30, 2019 Aug 14, 2019
Mendel Money Management Inc 10,392 $756k Jun 30, 2019 Aug 8, 2019
SVA Plumb Wealth Management LLC 10,376 $755k Jun 30, 2019 Aug 13, 2019
Sequoia Financial Advisors LLC 10,333 $751k Jun 30, 2019 Jul 31, 2019
North American Management Corp 10,255 $746k Jun 30, 2019 Jul 30, 2019
Spears Abacus Advisors LLC 10,262 $746k Jun 30, 2019 Aug 9, 2019
NWAM LLC 10,240 $745k Jun 30, 2019 Jul 18, 2019
Personal Capital Advisors Corporation 10,223 $743k Jun 30, 2019 Aug 14, 2019
Payden & Rygel 10,200 $742k Jun 30, 2019 Aug 6, 2019
DAY & Ennis LLC 10,132 $737k Jun 30, 2019 Aug 2, 2019
Penobscot Investment Management Company Inc 10,077 $733k Jun 30, 2019 Aug 2, 2019
Clear Harbor Asset Management LLC 10,072 $732k Jun 30, 2019 Jul 22, 2019
KLCM Advisors Inc 10,055 $731k Jun 30, 2019 Aug 15, 2019
Financial Asset Management Corp 10,033 $730k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 10,033 $730k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 10,033 $730k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 10,033 $730k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 10,033 $730k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 10,033 $730k Jun 30, 2019 Aug 14, 2019
BEL AIR Investment Advisors LLC 16,093 $720k Sep 30, 2013 Nov 12, 2013
Interocean Capital LLC 9,645 $701k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 9,556 $695k Jun 30, 2019 Aug 14, 2019
First National Corporation 9,524 $693k Jun 30, 2019 Jul 22, 2019
Marietta Wealth Management LLC 9,480 $689k Jun 30, 2019 Aug 14, 2019
West Oak Capital LLC 9,434 $686k Jun 30, 2019 Jul 12, 2019
Nelson Roberts Investment Advisors LLC 9,320 $678k Jun 30, 2019 Jul 25, 2019
The Northstar Group Inc 9,322 $678k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 9,322 $678k Jun 30, 2019 Jul 12, 2019
SNS Financial Group LLC 9,297 $676k Jun 30, 2019 Jul 26, 2019
Calton & Associates Inc 9,287 $675k Jun 30, 2019 Jul 9, 2019
RICE Hall James & Associates LLC 9,282 $675k Jun 30, 2019 Aug 1, 2019
Hartline Investment Corp 9,134 $664k Jun 30, 2019 Aug 8, 2019
Overbrook Management Corporation 9,070 $660k Jun 30, 2019 Aug 13, 2019
Main Street Research LLC 9,043 $658k Jun 30, 2019 Aug 8, 2019
American National Registered Investment Advisor Inc 8,971 $652k Jun 30, 2019 Aug 5, 2019
DF DENT and Company Inc 8,972 $652k Jun 30, 2019 Aug 15, 2019
The WEIL Company 8,873 $645k Jun 30, 2019 Aug 12, 2019
BKD Wealth Advisors LLC 8,823 $642k Jun 30, 2019 Jul 10, 2019
KMS Financial Services Inc 11,097 $641k Sep 30, 2014 Nov 17, 2014
Bridges Investment Management Inc 8,800 $640k Jun 30, 2019 Aug 7, 2019
Lucia Wealth Services LLC 8,805 $640k Jun 30, 2019 Jul 23, 2019
Evergreen Capital Management LLC 8,708 $633k Jun 30, 2019 Aug 14, 2019
Columbus Macro LLC 8,697 $632k Jun 30, 2019 Jul 16, 2019
Allen Investment Management LLC 8,487 $617k Jun 30, 2019 Aug 12, 2019
Crestwood Advisors Group LLC 8,429 $613k Jun 30, 2019 Aug 14, 2019
Heritage Investment Group Inc 8,422 $612k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 8,422 $612k Jun 30, 2019 Aug 13, 2019
Northwest Investment Counselors LLC 8,333 $606k Jun 30, 2019 Jul 25, 2019
Bailard Inc 8,339 $606k Jun 30, 2019 Jul 26, 2019
Campbell Newman Asset Management Inc 8,322 $605k Jun 30, 2019 Jul 24, 2019
AFT Forsyth and Company Inc 8,246 $600k Jun 30, 2019 Jul 29, 2019
Diligent Investors LLC 8,227 $598k Jun 30, 2019 Aug 1, 2019
Nicholas Hoffman & Company LLC 8,193 $596k Jun 30, 2019 Aug 12, 2019
Berkeley Capital Partners LLC 8,180 $595k Jun 30, 2019 Aug 8, 2019
Pathstone Family Office LLC 8,164 $595k Jun 30, 2019 Aug 14, 2019
Obermeyer WOOD Investment Counsel LLLP 8,114 $590k Jun 30, 2019 Aug 13, 2019
MAI Capital Management LLC 8,100 $589k Put Jun 30, 2019 Aug 15, 2019
Harbour Capital Advisors LLC 8,058 $586k Jun 30, 2019 Jul 10, 2019
RKL Wealth Management LLC 8,030 $584k Jun 30, 2019 Aug 2, 2019
Conestoga Capital Advisors LLC 7,935 $577k Jun 30, 2019 Aug 2, 2019
American Financial Network Advisory Services LLC 8,194 $574k Jun 30, 2019 Aug 9, 2019
Miracle MILE Advisors LLC 7,807 $568k Jun 30, 2019 Aug 7, 2019
Pratt Collard Advisory Partners LLC 7,799 $567k Jun 30, 2019 Jul 16, 2019
New England Private Wealth Advisors LLC 7,714 $563k Jun 30, 2019 Aug 8, 2019
Perritt Capital Management Inc 7,726 $562k Jun 30, 2019 Aug 13, 2019
Wheatland Advisors Inc 7,606 $553k Jun 30, 2019 Aug 7, 2019
Benin Management Corp 7,500 $545k Jun 30, 2019 Jul 31, 2019
FORT LP 7,492 $545k Jun 30, 2019 Aug 13, 2019
Janney Capital Management LLC 7,493 $545k Jun 30, 2019 Jul 29, 2019
Krueger & Catalano Capital Partners LLC 7,466 $543k Jun 30, 2019 Jul 22, 2019
Lincoln Capital LLC 7,342 $534k Jun 30, 2019 Jul 12, 2019
Cobiz Wealth LLC 7,349 $534k Jun 30, 2019 Jul 8, 2019
Lincoln Capital Corporation 7,342 $534k Jun 30, 2019 Jul 12, 2019
Brown Capital Management LLC 7,237 $526k Jun 30, 2019 Aug 13, 2019
Legacy Financial Strategies LLC 7,335 $523k Jun 30, 2019 Jul 15, 2019
Dorchester Wealth Management Company 7,185 $522k Jun 30, 2019 Jul 19, 2019
New England Research & Management Inc 7,080 $515k Jun 30, 2019 Jul 9, 2019
Algert Global LLC 7,020 $510k Jun 30, 2019 Aug 14, 2019
Strategic Advisors LLC 6,956 $505k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 6,956 $505k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 6,956 $505k Jun 30, 2019 Jul 22, 2019
Murphy Capital Management Inc 6,806 $494k Jun 30, 2019 Jul 22, 2019
Kingfisher Capital LLC 6,676 $485k Jun 30, 2019 Aug 14, 2019
Segment Wealth Management LLC 6,594 $480k Jun 30, 2019 Jul 29, 2019
Polaris Greystone Financial Group LLC 6,470 $475k Jun 30, 2019 Jul 25, 2019
ORCA Investment Management LLC 6,525 $474k Jun 30, 2019 Jul 17, 2019
Successful Portfolios LLC 6,453 $469k Jun 30, 2019 Jul 11, 2019
ST Johns Investment Management Company LLC 6,356 $462k Jun 30, 2019 Jul 24, 2019
Broadleaf Partners LLC 6,331 $460k Jun 30, 2019 Jul 19, 2019
Landmark Financial Advisors LLC 6,335 $460k Jun 30, 2019 Aug 2, 2019
GAME Creek Capital LP 6,250 $455k Jun 30, 2019 Aug 5, 2019
Plancorp LLC 6,251 $455k Jun 30, 2019 Aug 13, 2019
Accredited Investors Inc 6,229 $453k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 6,234 $453k Jun 30, 2019 Jul 19, 2019
Clear Perspective Advisors LLC 6,209 $452k Jun 30, 2019 Aug 12, 2019
Lourd Capital LLC 6,200 $451k Jun 30, 2019 Jul 11, 2019
Summit Financial Strategies Inc 6,103 $444k Jun 30, 2019 Aug 8, 2019
TSP Capital Management Group LLC 6,048 $440k Jun 30, 2019 Aug 9, 2019
Front Barnett Associates LLC 6,010 $437k Jun 30, 2019 Aug 6, 2019
Horizon Investments LLC 6,001 $436k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 6,000 $436k Jun 30, 2019 Aug 2, 2019
RB Capital Management LLC 5,907 $429k Jun 30, 2019 Aug 7, 2019
Walleye Trading Advisors LLC 5,300 $427k Put Mar 31, 2019 Aug 14, 2019
Gillespie Robinson & Grimm Inc 5,853 $426k Jun 30, 2019 Jul 22, 2019
GHP Investment Advisors Inc 5,849 $425k Jun 30, 2019 Aug 2, 2019
Davidson Investment Advisors Inc 5,817 $423k Jun 30, 2019 Aug 13, 2019
Foster Dykema Cabot & Co Incorporated 5,802 $422k Jun 30, 2019 Aug 6, 2019
Bayesian Capital Management LP 5,800 $422k Jun 30, 2019 Aug 13, 2019
Bridgeworth LLC 5,764 $419k Jun 30, 2019 Jul 25, 2019
Argent Capital Management LLC 5,725 $416k Jun 30, 2019 Aug 15, 2019
Family Legacy Inc 5,697 $414k Jun 30, 2019 Jul 25, 2019
ARS Investment Partners LLC 5,680 $413k Jun 30, 2019 Aug 12, 2019
Chilton Capital Management LLC 5,686 $413k Jun 30, 2019 Aug 13, 2019
Cornerstone Wealth Management LLC 5,627 $411k Jun 30, 2019 Aug 2, 2019
Strategy Asset Managers LLC 5,582 $406k Jun 30, 2019 Aug 14, 2019
Strategic Financial Services Inc 5,501 $400k Jun 30, 2019 Aug 13, 2019
Anchor Capital Advisors LLC 5,492 $399k Jun 30, 2019 Aug 1, 2019
Baldwin Brothers Inc 5,406 $393k Jun 30, 2019 Jul 19, 2019
DEAN Capital Investments Management LLC 5,336 $388k Jun 30, 2019 Aug 12, 2019
DEAN Capital Management LLC 5,336 $388k Jun 30, 2019 Aug 12, 2019
Bristlecone Advisors LLC 5,336 $388k Jun 30, 2019 Jul 19, 2019
White Pine Capital LLC 5,315 $387k Jun 30, 2019 Aug 14, 2019
Independence Financial Advisors LLC 5,291 $385k Jun 30, 2019 Aug 12, 2019
Andesa Financial Management Inc 5,295 $385k Jun 30, 2019 Jul 30, 2019
Independence Advisors LLC 5,291 $385k Jun 30, 2019 Aug 12, 2019
Kaizen Advisory LLC 4,151 $383k Dec 31, 2018 Feb 15, 2019
and Wealth Partners LLC 5,250 $382k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 5,250 $382k Jun 30, 2019 Aug 6, 2019
Pillar Pacific Capital Management LLC 5,240 $381k Jun 30, 2019 Aug 7, 2019
American Asset Management Inc 5,216 $379k Jun 30, 2019 Jul 31, 2019
Mountain Capital Investment Advisors Inc 5,796 $377k Jun 30, 2019 Aug 14, 2019
Grace Capital 5,100 $371k Jun 30, 2019 Aug 14, 2019
Traynor Capital Management Inc 5,050 $370k Jun 30, 2019 Jul 26, 2019
Keystone Financial Planning Inc 5,076 $369k Jun 30, 2019 Aug 5, 2019
Valmark Advisers Inc 5,027 $366k Jun 30, 2019 Aug 7, 2019
Waters Parkerson & Co LLC 5,004 $364k Jun 30, 2019 Aug 6, 2019
Grandfield & DODD LLC 4,961 $361k Jun 30, 2019 Jul 29, 2019
Canal Capital Management LLC 4,943 $359k Jun 30, 2019 Jul 31, 2019
Torch Wealth Management LLC 4,917 $358k Jun 30, 2019 Aug 2, 2019
Crescent Grove Advisors LLC 4,865 $354k Jun 30, 2019 Aug 6, 2019
First Heartland Consultants Inc 4,854 $353k Jun 30, 2019 Aug 12, 2019
Intercontinental Wealth Advisors LLC 4,860 $353k Jun 30, 2019 Aug 2, 2019
Private Vista LLC 4,851 $350k Jun 30, 2019 Jul 19, 2019
Cooper/Haims Advisors LLC 4,818 $350k Jun 30, 2019 Jul 26, 2019
Stone RUN Capital LLC 4,800 $349k Jun 30, 2019 Aug 14, 2019
Eagle Global Advisors LLC 4,787 $348k Jun 30, 2019 Aug 13, 2019
Lakeview Capital Partners LLC 4,773 $347k Jun 30, 2019 Aug 5, 2019
Elgethun Capital Management 4,753 $346k Jun 30, 2019 Aug 8, 2019
Altavista Wealth Management Inc 4,747 $345k Jun 30, 2019 Aug 13, 2019
ALTA Capital Management LLC 4,752 $345k Jun 30, 2019 Jul 26, 2019
BSW Wealth Partners LLC 4,740 $345k Jun 30, 2019 Aug 13, 2019
Congress Park Capital LLC 5,099 $345k Jun 30, 2019 Aug 2, 2019
Autus Asset Management LLC 4,730 $344k Jun 30, 2019 Jul 15, 2019
Paulson Wealth Management Inc 5,086 $344k Jun 30, 2019 Jul 30, 2019
Montrusco Bolton Investments Inc 4,655 $339k Jun 30, 2019 Aug 5, 2019
American Financial Advisors Inc 4,628 $337k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 4,628 $337k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 4,628 $337k Jun 30, 2019 Aug 12, 2019
Joel Isaacson & Co LLC 4,522 $329k Jun 30, 2019 Jul 11, 2019
Hillsdale Investment Management Inc 4,500 $327k Jun 30, 2019 Aug 2, 2019
UNIO Capital LLC 4,450 $325k Jun 30, 2019 Aug 14, 2019
Weybosset Research & Management LLC 4,450 $324k Jun 30, 2019 Jul 22, 2019
IRON Financial LLC 4,010 $323k Jun 30, 2019 Aug 2, 2019
Signature Financial Management Inc 3,457 $318k Dec 31, 2018 Feb 13, 2019
Camelot Portfolios LLC 4,369 $318k Jun 30, 2019 Jul 19, 2019
AJO LP 4,354 $317k Jun 30, 2019 Aug 14, 2019
SAND Hill Global Advisors LLC 4,330 $315k Jun 30, 2019 Aug 13, 2019
Squarepoint OPS LLC 4,300 $313k Call Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 4,240 $308k Jun 30, 2019 Aug 7, 2019
Northcoast Asset Management LLC 4,229 $308k Jun 30, 2019 Aug 14, 2019
The Family FIRM Inc 4,167 $303k Jun 30, 2019 Aug 6, 2019
Guinness Atkinson Asset Management Inc 4,128 $300k Jun 30, 2019 Jul 26, 2019
First Light Asset Management LLC 4,114 $299k Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 4,103 $298k Jun 30, 2019 Jul 25, 2019
Evanson Asset Management LLC 4,093 $298k Jun 30, 2019 Jul 11, 2019
Schafer Cullen Capital Management Inc 4,240 $298k Jun 30, 2019 Jul 30, 2019
Affiance Financial LLC 4,071 $296k Jun 30, 2019 Jul 11, 2019
Salem Capital Management Inc 4,050 $295k Jun 30, 2019 Jul 9, 2019
The Bollard Group LLC 4,021 $292k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 4,000 $291k Jun 30, 2019 Jul 12, 2019
Shufro ROSE & Co LLC 3,976 $289k Jun 30, 2019 Jul 24, 2019
Financial Sense Advisors Inc 3,950 $287k Jun 30, 2019 Aug 2, 2019
Partnervest Advisory Services LLC 3,934 $286k Jun 30, 2019 Aug 7, 2019
Sitrin Capital Management LLC 3,932 $286k Jun 30, 2019 Jul 17, 2019
The Roosevelt Investment Group Inc 3,938 $286k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 4,026 $283k Jun 30, 2019 Jul 17, 2019
Cohen & Steers Capital Management Inc 4,700 $275k Mar 31, 2015 May 15, 2015
CCM Investment Advisers LLC 3,772 $274k Jun 30, 2019 Aug 5, 2019
Advantage Investment Management LLC 3,750 $273k Jun 30, 2019 Jul 30, 2019
Planning Directions Inc 3,730 $271k Jun 30, 2019 Jul 15, 2019
Ballentine Partners LLC 3,682 $268k Jun 30, 2019 Jul 25, 2019
Aspiriant LLC 3,673 $268k Jun 30, 2019 Aug 6, 2019
LaSalle Street Capital Management LLC 3,665 $267k Jun 30, 2019 Aug 8, 2019
Measured Wealth Private Client Group LLC 3,626 $264k Jun 30, 2019 Jul 26, 2019
Modera Wealth Management LLC 3,562 $259k Jun 30, 2019 Aug 7, 2019
Fairview Capital Investment Management LLC 3,558 $258k Jun 30, 2019 Aug 14, 2019
Breiter Capital Management Inc 3,535 $257k Jun 30, 2019 Aug 23, 2019
Epstein and White Financial LLC 3,445 $256k Jun 30, 2019 Jul 19, 2019
Johanson Financial Advisors Inc 3,523 $256k Jun 30, 2019 Jul 29, 2019
American Research & Management Company 3,487 $254k Jun 30, 2019 Jul 18, 2019
Leonard Rickey Investment Advisors PLLC 3,479 $253k Jun 30, 2019 Jul 10, 2019
Blue CHIP Wealth Management Inc 3,406 $248k Jun 30, 2019 Aug 13, 2019
Bank of Hawaii 3,400 $247k Jun 30, 2019 Aug 15, 2019
SSI Investment Management Inc 3,393 $245k Jun 30, 2019 Aug 12, 2019
Cranbrook Wealth Management LLC 3,340 $243k Jun 30, 2019 Aug 7, 2019
First Western Capital Management Company 3,341 $243k Jun 30, 2019 Aug 14, 2019
Alpha Windward LLC 3,620 $243k Jun 30, 2019 Jul 30, 2019
Glovista Investments LLC 3,331 $242k Jun 30, 2019 Aug 14, 2019
BHK Investment Advisors LLC 3,322 $242k Jun 30, 2019 Aug 2, 2019
Oak Ridge Investments LLC 3,327 $242k Jun 30, 2019 Aug 14, 2019
Harvest Capital Management Inc 3,296 $239k Jun 30, 2019 Aug 7, 2019
Highland Private Wealth Management 3,176 $231k Jun 30, 2019 Aug 13, 2019
Wealthtrust Axiom LLC 3,172 $230k Jun 30, 2019 Aug 7, 2019
SRB Corporation 3,136 $228k Jun 30, 2019 Aug 14, 2019
Mcrae Capital Management Inc 3,117 $227k Jun 30, 2019 Jul 29, 2019
Sather Financial Group Inc 3,100 $225k Jun 30, 2019 Jul 23, 2019
Cottage Street Advisors LLC 3,100 $225k Jun 30, 2019 Aug 2, 2019
Benedict Financial Advisors Inc 3,046 $221k Jun 30, 2019 Aug 1, 2019
Campbell & Company Investment Adviser LLC 3,014 $219k Jun 30, 2019 Jul 10, 2019
Midwest Professional Planners Ltd 2,983 $217k Jun 30, 2019 Aug 12, 2019
CAMG Solamere Management LLC 2,980 $216k Jun 30, 2019 Aug 13, 2019
Mcadam LLC 2,966 $216k Jun 30, 2019 Jul 30, 2019
Sonata Capital Group Inc 2,920 $212k Jun 30, 2019 Aug 5, 2019
S R Schill & Associates Inc 2,914 $212k Jun 30, 2019 Aug 19, 2019
Chelsea Counsel Company 2,280 $211k Jun 30, 2018 Oct 3, 2018
Capital Investment Services of America Inc 2,903 $211k Jun 30, 2019 Jul 12, 2019
First National Bank of Omaha 2,850 $207k Jun 30, 2019 Jul 10, 2019
Kayne Anderson Rudnick Investment Management LLC 2,839 $206k Jun 30, 2019 Aug 14, 2019
Portland Global Advisors LLC 2,809 $204k Jun 30, 2019 Jul 26, 2019
Strategic Capital Advisers Inc 2,786 $203k Jun 30, 2019 Jul 30, 2019
Capital Planning Advisors LLC 2,775 $202k Jun 30, 2019 Aug 9, 2019
Edgemoor Investment Advisors Inc 2,775 $202k Jun 30, 2019 Aug 9, 2019
Nomura Asset Management Co Ltd 2,745 $200k Jun 30, 2019 Aug 13, 2019
HUGH Johnson Advisors LLC 2,754 $200k Jun 30, 2019 Aug 6, 2019
Wakefield Asset Management LLLP 2,677 $195k Jun 30, 2019 Aug 13, 2019
Seabridge Investment Advisors LLC 2,600 $189k Jun 30, 2019 Jul 18, 2019
Spectrum Group Management LLC 2,577 $187k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 2,577 $187k Jun 30, 2019 Aug 2, 2019
Transamerica Financial Advisors Inc 2,548 $186k Jun 30, 2019 Aug 21, 2019
GLG Partners LP 1,890 $183k Dec 31, 2017 Feb 14, 2018
Maryland Capital Management LLC 2,500 $182k Jun 30, 2019 Aug 13, 2019
Mcilrath & ECK LLC 2,235 $180k Jun 30, 2019 Aug 8, 2019
WBI Investments Inc 2,340 $170k Jun 30, 2019 Jul 23, 2019
Gables Capital Management Inc 2,205 $160k Jun 30, 2019 Jul 31, 2019
Pictet Asset Management Limited 2,165 $157k Jun 30, 2019 Aug 15, 2019
Pictet Asset Management Inc 2,165 $157k Jun 30, 2019 Aug 15, 2019
Hilton Capital Management LLC 2,160 $157k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 2,096 $152k Jun 30, 2019 Jul 11, 2019
Johnson Financial Group LLC 1,884 $137k Jun 30, 2019 Aug 9, 2019
Drexel Morgan & Co 1,800 $131k Jun 30, 2019 Aug 8, 2019
The Central Trust Bank 1,689 $123k Jun 30, 2019 Jul 16, 2019
Truewealth LLC 1,671 $122k Jun 30, 2019 Jul 10, 2019
Concorde Asset Management LLC 1,662 $121k Jun 30, 2019 Aug 8, 2019
Signature Estate & Investment Advisors LLC 1,584 $115k Jun 30, 2019 Aug 1, 2019
Hallmark Capital Management Inc 1,586 $115k Jun 30, 2019 Aug 8, 2019
Lejeune Puetz Investment Counsel 1,568 $114k Jun 30, 2019 Jul 29, 2019
Focused Wealth Management Inc 1,562 $114k Jun 30, 2019 Jul 19, 2019
COVE Street Capital LLC 1,500 $109k Jun 30, 2019 Aug 13, 2019
Shamrock Asset Management LLC 1,461 $106k Jun 30, 2019 Aug 9, 2019
Regent Investment Management LLC 1,280 $93k Jun 30, 2019 Jul 15, 2019
Spiderrock Advisors LLC 24,800 $87k Put Jun 30, 2019 Jul 29, 2019
Vantage Advisors LLC 1,017 $78k Sep 30, 2018 Nov 9, 2018
Legacy Financial Advisors Corporation 1,029 $75k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 1,029 $75k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 1,029 $75k Jun 30, 2019 Jul 15, 2019
Huber Financial Advisors LLC 1,000 $73k Put Jun 30, 2019 Aug 5, 2019
America First Investment Advisors LLC 985 $72k Jun 30, 2019 Jul 29, 2019
Sarissa Capital Management LP 1,000 $72k Jun 30, 2019 Aug 14, 2019
Hudock Capital Group LLC 722 $52k Jun 30, 2019 Jul 30, 2019
Earnest Partners LLC 708 $51k Jun 30, 2019 Aug 13, 2019
Middleton & Company Inc 650 $47k Jun 30, 2019 Jul 25, 2019
Contravisory Investment Management Inc 650 $47k Jun 30, 2019 Jul 9, 2019
Cedar Wealth Management LLC 600 $44k Jun 30, 2019 Jul 24, 2019
Shine Investment Advisory Services Inc 597 $43k Jun 30, 2019 Jul 25, 2019
Winch Advisory Services LLC 572 $42k Jun 30, 2019 Aug 7, 2019
Daiwa SB Investments Ltd 470 $38k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 470 $38k Mar 31, 2019 Apr 18, 2019
Maytech Global Investments LLC 490 $36k Jun 30, 2019 Aug 12, 2019
Ellevest Inc 432 $31k Jun 30, 2019 Aug 20, 2019
Arbor Wealth Management LLC 384 $28k Jun 30, 2019 Jul 16, 2019
Hollencrest Capital Management LLC 367 $27k Jun 30, 2019 Jul 18, 2019
The Pacific Center FOR Financial Services 370 $27k Jun 30, 2019 Aug 15, 2019
Cowen Prime Services LLC 300 $22k Jun 30, 2019 Jul 31, 2019
Tower VIEW Investment Management & Research LLC 266 $19k Jun 30, 2019 Jul 17, 2019
Summit Financial LLC 200 $15k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 200 $15k Jun 30, 2019 Jul 3, 2019
Stevens First Principles Investment Advisors 161 $12k Jun 30, 2019 Jul 22, 2019
Boston Private Wealth LLC 152 $11k Jun 30, 2019 Jul 10, 2019
Stewart & Patten Co LLC 139 $10k Jun 30, 2019 Jul 17, 2019
Rational Advisors Inc 141 $10k Jun 30, 2019 Aug 8, 2019
Mitchell Mcleod PUGH & Williams Inc 119 $9k Jun 30, 2019 Jul 9, 2019
Kovack Advisors Inc 11 $7k Put Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 11 $7k Put Jun 30, 2019 Aug 14, 2019
Palladium Partners LLC 100 $7k Jun 30, 2019 Aug 7, 2019
Avondale Wealth Management LLC 80 $6k Jun 30, 2019 Jul 26, 2019
Gyroscope Capital Management Group LLC 19,400 $5k Put Jun 30, 2019 Jul 11, 2019
Ranger International Management LP 62 $5k Jun 30, 2019 Aug 14, 2019
National Asset Management Inc 40 $3k Jun 30, 2019 Aug 5, 2019
CSAT Investment Advisory LP 30 $2k Jun 30, 2019 Aug 15, 2019
Hightower Advisors LLC 200 $2k Call Jun 30, 2019 Aug 13, 2019
Castle Rock Wealth Management LLC 1,200 $1k Call Jun 30, 2019 Aug 8, 2019
Independent Advisor Alliance LLC 4,704 $0k Jun 30, 2019 Aug 12, 2019

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