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ALPHABET INC
(02079K305)

Funds Reporting Holdings of ALPHABET INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Waddell & REED Inc 597,821 $647,321k Jun 30, 2019 Aug 14, 2019
Foresters Investment Management Company Inc 46,300 $50,134k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 79,209 $85,767k Jun 30, 2019 Aug 16, 2019
Gilder Gagnon HOWE & Co LLC 45,191 $48,933k Jun 30, 2019 Aug 13, 2019
VOYA Financial Advisors Inc 10,554 $11,363k Jun 30, 2019 Aug 14, 2019
Pecaut & Co 493 $534k Jun 30, 2019 Aug 8, 2019
Shufro ROSE & Co LLC 431 $467k Jun 30, 2019 Jul 24, 2019
Waters Parkerson & Co LLC 667 $722k Jun 30, 2019 Aug 6, 2019
Stralem & Company Incorporated 4,781 $5,177k Jun 30, 2019 Jul 16, 2019
ARS Investment Partners LLC 19,910 $21,558k Jun 30, 2019 Aug 12, 2019
Lombard Odier Transatlantic Limited 5,445 $4,372k Sep 30, 2016 Nov 14, 2016
Tweedy Browne Company LLC 134,619 $145,765k Jun 30, 2019 Aug 5, 2019
Abner Herrman & Brock LLC 1,088 $1,178k Jun 30, 2019 Jul 19, 2019
Cetera Advisors LLC 7,336 $7,920k Jun 30, 2019 Aug 12, 2019
Prospera Financial Services Inc 1,205 $1,317k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 890 $964k Jun 30, 2019 Aug 6, 2019
Curbstone Financial Management Corporation 634 $686k Jun 30, 2019 Jul 9, 2019
Transamerica Financial Advisors Inc 14 $15k Jun 30, 2019 Aug 21, 2019
Sanders Morris Harris LLC 4,867 $5,338k Jun 30, 2019 Jul 10, 2019
Calton & Associates Inc 617 $669k Jun 30, 2019 Jul 9, 2019
The WEIL Company 1,363 $1,476k Jun 30, 2019 Aug 12, 2019
Wedgewood Partners Inc 4,765 $5,159k Jun 30, 2019 Aug 14, 2019
Hunter Associates Investment Management LLC 482 $522k Jun 30, 2019 Aug 8, 2019
Sunbelt Securities Inc 1,524 $1,650k Jun 30, 2019 Aug 1, 2019
Goelzer Investment Management Inc 1,170 $1,267k Jun 30, 2019 Jul 29, 2019
Hollencrest Capital Management LLC 234 $253k Jun 30, 2019 Jul 18, 2019
Deltec Asset Management LLC 19,514 $21,130k Jun 30, 2019 Jul 29, 2019
Harding Loevner LP 371,084 $401,809k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 14,743 $15,964k Jun 30, 2019 Jul 25, 2019
The Pacific Center FOR Financial Services 212 $230k Jun 30, 2019 Aug 15, 2019
Carderock Capital Management Inc 4,886 $5,291k Jun 30, 2019 Jul 15, 2019
Capital Investment Counsel Inc 1,481 $1,604k Jun 30, 2019 Jul 26, 2019
Chilton Capital Management LLC 7,705 $8,343k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 625 $677k Jun 30, 2019 Aug 14, 2019
Dodge & COX 134,364 $145,489k Jun 30, 2019 Aug 13, 2019
Financial Advantage Inc 29 $31k Jun 30, 2019 Jul 23, 2019
Gillespie Robinson & Grimm Inc 11,719 $12,689k Jun 30, 2019 Jul 22, 2019
Selway Asset Management Inc 3,615 $3,914k Jun 30, 2019 Jul 30, 2019
Cleararc Capital Inc 4,464 $4,834k Jun 30, 2019 Aug 7, 2019
Janus Capital Management LLC 143,182 $121,390k Mar 31, 2017 May 16, 2017
Dillon & Associates Inc 9,916 $10,739k Jun 30, 2019 Jul 22, 2019
West Coast Financial LLC 6,683 $7,236k Jun 30, 2019 Jul 16, 2019
Ferguson Wellman Capital Management Inc 49,661 $53,773k Jun 30, 2019 Jul 16, 2019
Howland Capital Management LLC 15,256 $16,519k Jun 30, 2019 Jul 17, 2019
Twin Capital Management Inc 25,323 $27,420k Jun 30, 2019 Aug 1, 2019
Sigma Investment Counselors Inc 265 $287k Jun 30, 2019 Jul 23, 2019
Blankinship & Foster LLC 395 $428k Jun 30, 2019 Jul 30, 2019
Clark Capital Management Group Inc 15,476 $16,757k Jun 30, 2019 Jul 12, 2019
North American Management Corp 13,411 $14,521k Jun 30, 2019 Jul 30, 2019
Montag & Caldwell LLC 80,313 $86,963k Jun 30, 2019 Aug 1, 2019
BOYS Arnold & Company Inc 4,324 $4,682k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 12,539 $13,577k Jun 30, 2019 Jul 29, 2019
Cambridge Advisors Inc 424 $459k Jun 30, 2019 Jul 26, 2019
Salem Investment Counselors Inc 13,463 $14,578k Jun 30, 2019 Aug 14, 2019
Eaton Vance Management 454,715 $492,363k Jun 30, 2019 Aug 16, 2019
Atalanta Sosnoff Capital LLC 58,882 $63,757k Jun 30, 2019 Jul 15, 2019
Exchange Capital Management Inc 6,321 $6,844k Jun 30, 2019 Jul 22, 2019
SSI Investment Management Inc 1,213 $1,311k Jun 30, 2019 Aug 12, 2019
Parsec Financial Management Inc 3,679 $3,984k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 5,035 $5,452k Jun 30, 2019 Aug 5, 2019
Nottingham Advisors Inc 563 $610k Jun 30, 2019 Jul 17, 2019
Evergreen Capital Management LLC 7,593 $8,222k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 28,364 $30,713k Jun 30, 2019 Aug 2, 2019
Family Management Corporation 100 $108k Call Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 25,524 $27,637k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 450 $487k Jun 30, 2019 Aug 2, 2019
Guardian Capital LP 1,620 $1,754k Jun 30, 2019 Aug 14, 2019
Bridgewater Associates LP 7,629 $8,261k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 10,371 $11,230k Jun 30, 2019 Aug 12, 2019
Harbor Advisory Corporation 3,371 $3,650k Jun 30, 2019 Jul 30, 2019
Bowen Hanes & Co Inc 599 $649k Jun 30, 2019 Aug 13, 2019
Murphy Capital Management Inc 3,718 $4,025k Jun 30, 2019 Jul 22, 2019
Sadoff Investment Management LLC 289 $313k Jun 30, 2019 Aug 7, 2019
Congress Asset Management Company LLP 56,087 $60,731k Jun 30, 2019 Aug 7, 2019
Sentry Investment Management LLC 22,188 $24,025k Jun 30, 2019 Aug 12, 2019
DF DENT and Company Inc 1,268 $1,373k Jun 30, 2019 Aug 15, 2019
BTR Capital Management Inc 14,248 $15,428k Jun 30, 2019 Jul 18, 2019
Panagora Asset Management Inc 249,045 $269,666k Jun 30, 2019 Aug 9, 2019
Tealwood Asset Management Inc 1,877 $2,032k Jun 30, 2019 Aug 6, 2019
Greatmark Investment Partners Inc 460 $498k Jun 30, 2019 Aug 5, 2019
Jensen Investment Management Inc 226,079 $244,798k Jun 30, 2019 Aug 2, 2019
Signet Financial Management LLC 510 $635k Jun 30, 2019 Aug 13, 2019
Baldwin Brothers Inc 17,409 $18,850k Jun 30, 2019 Jul 19, 2019
Provise Management Group LLC 5,624 $6,090k Jun 30, 2019 Aug 9, 2019
Miles Capital Inc 744 $806k Jun 30, 2019 Aug 13, 2019
Martin Investment Management LLC 10,707 $11,594k Jun 30, 2019 Aug 7, 2019
Cornerstone Capital Inc 18,480 $20,010k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 2,509 $2,717k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 9,884 $10,702k Jun 30, 2019 Jul 15, 2019
Accredited Investors Inc 547 $592k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 41,198 $44,609k Jun 30, 2019 Aug 13, 2019
Scharf Investments LLC 212 $230k Jun 30, 2019 Aug 13, 2019
Anchor Capital Advisors LLC 428 $463k Jun 30, 2019 Aug 1, 2019
AJO LP 75,999 $82,292k Jun 30, 2019 Aug 14, 2019
Brown Capital Management LLC 3,363 $3,641k Jun 30, 2019 Aug 13, 2019
Cetera Investment Advisers LLC 2,526 $2,723k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 3,964 $4,292k Jun 30, 2019 Aug 8, 2019
Independent Investors Inc 656 $710k Jun 30, 2019 Jul 18, 2019
Tocqueville Asset Management LP 70,159 $75,968k Jun 30, 2019 Jul 31, 2019
SIT Investment Associates Inc 15,554 $16,842k Jun 30, 2019 Aug 14, 2019
Legacy Capital Partners Inc 430 $466k Jun 30, 2019 Jul 16, 2019
CCM Investment Advisers LLC 14,134 $15,304k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 5,764 $6,241k Jun 30, 2019 Aug 6, 2019
Torray LLC 19,275 $20,871k Jun 30, 2019 Aug 8, 2019
The Leuthold Group LLC 10,837 $11,734k Jun 30, 2019 Aug 14, 2019
Morris Capital Advisors Inc 2,128 $2,304k Jun 30, 2019 Jul 15, 2019
Klingenstein Fields & Co LLC 6,068 $6,570k Jun 30, 2019 Aug 12, 2019
The Renaissance Group LLC 27,329 $29,592k Jun 30, 2019 Aug 13, 2019
Investment Counsel Inc 459 $529k Jun 30, 2019 Jul 29, 2019
IMS Capital Management Inc 411 $445k Jun 30, 2019 Aug 14, 2019
Mendel Money Management Inc 205 $222k Jun 30, 2019 Aug 8, 2019
Regentatlantic Capital LLC 16,943 $18,346k Jun 30, 2019 Jul 23, 2019
Manning & Napier Advisors LLC 21,985 $21,407k Sep 30, 2017 Nov 7, 2017
Liberty Capital Management Inc 3,623 $3,923k Jun 30, 2019 Jul 15, 2019
First Foundation Advisors 581 $629k Jun 30, 2019 Aug 14, 2019
Polen Capital Management LLC 385,932 $417,887k Jun 30, 2019 Aug 12, 2019
Horizon Asset Management LLC 6,829 $7,394k Jun 30, 2019 Aug 14, 2019
Shine Investment Advisory Services Inc 610 $661k Jun 30, 2019 Jul 25, 2019
Choate Investment Advisors LLC 4,713 $5,103k Jun 30, 2019 Aug 14, 2019
Gardner Russo & Gardner LLC 1,844 $1,997k Jun 30, 2019 Aug 13, 2019
BAHL & Gaynor Inc 2,861 $3,098k Jun 30, 2019 Aug 12, 2019
Hartwell J M Ltd Partnership 15,209 $16,468k Jun 30, 2019 Jul 31, 2019
Thomas White International Ltd 1,038 $1,124k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 16,564 $17,935k Jun 30, 2019 Aug 6, 2019
van Strum & Towne Inc 2,691 $2,914k Jun 30, 2019 Aug 12, 2019
Grantham Mayo van Otterloo & Co LLC 199,653 $216,184k Jun 30, 2019 Aug 13, 2019
Monarch Capital Management Inc 831 $900k Jun 30, 2019 Jul 31, 2019
Stearns Financial Services Group Inc 1,175 $1,272k Jun 30, 2019 Aug 14, 2019
Smith Asset Management Group LP 63,011 $68,228k Jun 30, 2019 Aug 15, 2019
Wright Investors Service Inc 2,201 $2,383k Jun 30, 2019 Aug 1, 2019
Sprucegrove Investment Management Ltd 17,012 $18,421k Jun 30, 2019 Aug 12, 2019
Thornburg Investment Management Inc 99,492 $107,730k Jun 30, 2019 Aug 6, 2019
Signature Financial Management Inc 1,973 $2,059k Dec 31, 2018 Feb 13, 2019
Financial Counselors Inc 14,528 $15,731k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 6 $6k Jun 30, 2019 Aug 12, 2019
Cadence Capital Management LLC 555 $601k Jun 30, 2019 Aug 12, 2019
Private Asset Management Inc 233 $252k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 533 $577k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 207,407 $224,580k Jun 30, 2019 Aug 8, 2019
Ipswich Investment Management Company Inc 3,832 $4,149k Jun 30, 2019 Jul 11, 2019
Financial Asset Management Corp 233 $252k Jun 30, 2019 Aug 14, 2019
Edgewood Management LLC 1,437,530 $1,556,557k Jun 30, 2019 Aug 12, 2019
Renaissance Technologies LLC 143,248 $155,109k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 5,814 $6,295k Jun 30, 2019 Jul 16, 2019
IRON Financial LLC 282 $332k Jun 30, 2019 Aug 2, 2019
FRED Alger Management Inc 5,036 $5,453k Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 91,150 $98,697k Jun 30, 2019 Jul 26, 2019
Williams Jones & Associates LLC 75,766 $82,039k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 4,756 $5,149k Jun 30, 2019 Aug 2, 2019
The Financial Consulate Inc 196 $212k Jun 30, 2019 Jul 24, 2019
Hartline Investment Corp 11,507 $12,460k Jun 30, 2019 Aug 8, 2019
Peak Asset Management LLC 5,269 $5,705k Jun 30, 2019 Aug 15, 2019
Howard Capital Management Inc 17,089 $18,504k Jun 30, 2019 Jul 24, 2019
Pacific Global Investment Management Co 1,335 $1,446k Jun 30, 2019 Aug 14, 2019
Provident Investment Management Inc 416 $450k Jun 30, 2019 Aug 8, 2019
Argus Investors' Counsel Inc 3,868 $4,188k Jun 30, 2019 Jul 10, 2019
America First Investment Advisors LLC 13,070 $14,152k Jun 30, 2019 Jul 29, 2019
Campbell Newman Asset Management Inc 275 $298k Jun 30, 2019 Jul 24, 2019
Lateef Investment Management LP 29,853 $32,325k Jun 30, 2019 Aug 12, 2019
The Swarthmore Group Inc 6,300 $6,822k Jun 30, 2019 Jul 25, 2019
Oak Ridge Investments LLC 368 $398k Jun 30, 2019 Aug 14, 2019
WEIK Capital Management Inc 1,465 $1,586k Jun 30, 2019 Aug 9, 2019
Hamel Associates Inc 550 $596k Jun 30, 2019 Aug 5, 2019
Northstar Asset Management Inc 50 $54k Jun 30, 2019 Jul 16, 2019
Boston Family Office LLC 2,402 $2,601k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 8,154 $8,829k Jun 30, 2019 Jul 30, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 120 $130k Jun 30, 2019 Aug 9, 2019
Payden & Rygel 100 $108k Jun 30, 2019 Aug 6, 2019
Security Asset Management Inc 2,466 $2,670k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 14,458 $15,655k Jun 30, 2019 Aug 5, 2019
Berkshire Capital Holdings Inc 5 $5k Jun 30, 2019 Aug 13, 2019
Meritage Portfolio Management Inc 2 $2k Jun 30, 2019 Jul 30, 2019
Ensemble Capital Management LLC 40,801 $44,179k Jun 30, 2019 Aug 14, 2019
Savant Capital LLC 1,915 $2,074k Jun 30, 2019 Aug 6, 2019
Northstar Investment Advisors LLC 8,881 $9,616k Jun 30, 2019 Jul 17, 2019
DUFF & Phelps Investment Management Co 3,350 $3,627k Jun 30, 2019 Aug 2, 2019
Schaller Investment Group Inc 10,929 $11,834k Jun 30, 2019 Aug 9, 2019
Eagle Global Advisors LLC 17,043 $18,454k Jun 30, 2019 Aug 13, 2019
Meyer Handelman Company LLC 3,955 $4,282k Jun 30, 2019 Jul 23, 2019
Eubel Brady & Suttman Asset Management Inc 6,480 $7,017k Jun 30, 2019 Aug 12, 2019
Value Financial Advisers Inc 16,151 $17,488k Jun 30, 2019 Aug 13, 2019
Sentry Management Inc 22,188 $24,025k Jun 30, 2019 Aug 12, 2019
Conning Inc 5,463 $5,915k Jun 30, 2019 Jul 25, 2019
United Asset Strategies Inc 9,052 $9,802k Jun 30, 2019 Jul 31, 2019
BSW Wealth Partners LLC 324 $351k Jun 30, 2019 Aug 13, 2019
David R RAHN & Associates Inc 2,640 $2,859k Jun 30, 2019 Jul 12, 2019
Steinberg Global Asset Management Ltd 2,655 $3,125k Mar 31, 2019 Apr 24, 2019
SFMG LLC 547 $681k Jun 30, 2019 Aug 5, 2019
Mastrapasqua Asset Management Inc 10,704 $11,576k Jun 30, 2019 Aug 12, 2019
Fagan Associates Inc 10,779 $11,672k Jun 30, 2019 Jul 12, 2019
Litman Gregory Asset Management LLC 34 $37k Jun 30, 2019 Jul 31, 2019
Boston Research and Management Inc 3,402 $3,683k Jun 30, 2019 Aug 7, 2019
Dowling & Yahnke LLC 8,787 $9,515k Jun 30, 2019 Jul 22, 2019
Kelman Lazarov Inc 2,209 $2,392k Jun 30, 2019 Jul 22, 2019
Progressive Investment Management Corporation 2,859 $3,096k Jun 30, 2019 Aug 12, 2019
GS Investments Inc 2,147 $2,324,772k Jun 30, 2019 Aug 9, 2019
Northside Capital Management LLC 749 $811k Jun 30, 2019 Jul 16, 2019
Avalon Global Asset Management LLC 3,040 $3,292k Jun 30, 2019 Aug 14, 2019
Markston International LLC 9,768 $10,577k Jun 30, 2019 Aug 6, 2019
Vision Capital Management Inc 8,879 $9,614k Jun 30, 2019 Jul 29, 2019
Parthenon LLC 7,685 $8,321k Jun 30, 2019 Jul 29, 2019
Confluence Wealth Management LLC 1,384 $1,499k Jun 30, 2019 Aug 9, 2019
Cornercap Investment Counsel Inc 17 $18k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 19,489 $21,103k Jun 30, 2019 Aug 8, 2019
Shoker Investment Counsel Inc 342 $370k Jun 30, 2019 Aug 9, 2019
OZ Management LP 161,293 $174,648k Jun 30, 2019 Aug 16, 2019
Viking Fund Management LLC 1,000 $1,083k Jun 30, 2019 Jul 16, 2019
Argent Capital Management LLC 82,308 $89,123k Jun 30, 2019 Aug 15, 2019
Northwest Investment Counselors LLC 1,191 $1,290k Jun 30, 2019 Jul 25, 2019
Cumberland Advisors Inc 234 $253k Jun 30, 2019 Jul 11, 2019
Auxier Asset Management LLC 3,771 $4,083k Jun 30, 2019 Aug 15, 2019
Oakbrook Investments LLC 28,026 $30,347k Jun 30, 2019 Jul 18, 2019
Bridges Investment Management Inc 21,281 $23,043k Jun 30, 2019 Aug 7, 2019
White Lighthouse Investment Management Inc 466 $505k Jun 30, 2019 Jul 31, 2019
Clifford SWAN Investment Counsel LLC 21,713 $23,511k Jun 30, 2019 Aug 13, 2019
Corda Investment Management LLC 7,501 $8,122k Jun 30, 2019 Aug 9, 2019
Valmark Advisers Inc 364 $394k Jun 30, 2019 Aug 7, 2019
Bourgeon Capital Management LLC 4,789 $5,186k Jun 30, 2019 Jul 18, 2019
Pillar Pacific Capital Management LLC 434 $470k Jun 30, 2019 Aug 7, 2019
Riverbridge Partners LLC 20,182 $21,853k Jun 30, 2019 Jul 10, 2019
Private Vista LLC 564 $610k Jun 30, 2019 Jul 19, 2019
Fairview Capital Investment Management LLC 512 $554k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 4,526 $4,901k Jun 30, 2019 Jul 18, 2019
Cadinha & Co LLC 14,653 $15,866k Jun 30, 2019 Aug 9, 2019
Shamrock Asset Management LLC 25 $27k Jun 30, 2019 Aug 9, 2019
Hall Capital Management Company Inc 945 $1,023k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 1,180 $1,278k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 170 $184k Jun 30, 2019 Aug 13, 2019
Signature Estate & Investment Advisors LLC 1,140 $1,234k Jun 30, 2019 Aug 1, 2019
Marco Investment Management LLC 2,974 $3,220k Jun 30, 2019 Aug 6, 2019
Apriem Advisors 9,144 $9,901k Jun 30, 2019 Aug 14, 2019
Homrich & BERG Inc 1,629 $1,764k Jun 30, 2019 Aug 5, 2019
Capital Guardian Trust Company 21,450 $23,226k Jun 30, 2019 Aug 14, 2019
Midas Management Corporation 2,170 $2,350k Jun 30, 2019 Jul 9, 2019
First Eagle Investment Management LLC 180,047 $194,955k Jun 30, 2019 Aug 13, 2019
Affinity Investment Advisors LLC 3,718 $4,026k Jun 30, 2019 Aug 8, 2019
Suncoast Equity Management LLC 5,658 $6,126k Jun 30, 2019 Jul 26, 2019
Thomas J Herzfeld Advisors Inc 8 $9k Jun 30, 2019 Aug 13, 2019
Guild Investment Management Inc 1,630 $1,765k Jun 30, 2019 Jul 29, 2019
Badgley Phelps and Bell Inc 12,606 $13,650k Jun 30, 2019 Jul 30, 2019
Cornerstone Wealth Management LLC 11 $11k Jun 30, 2019 Aug 2, 2019
White Pine Capital LLC 1,374 $1,487k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 4,294 $4,649k Jun 30, 2019 Jul 22, 2019
Foothills Asset Management Ltd 3,886 $4,208k Jun 30, 2019 Jul 17, 2019
Marietta Investment Partners LLC 204 $221k Jun 30, 2019 Aug 13, 2019
Stevens First Principles Investment Advisors 20 $22k Jun 30, 2019 Jul 22, 2019
Brave Asset Management Inc 573 $620k Jun 30, 2019 Aug 5, 2019
American Financial Advisors Inc 562 $609k Jun 30, 2019 Aug 12, 2019
Court Place Advisors LLC 933 $1,010k Jun 30, 2019 Jul 30, 2019
RNC Capital Management LLC 3,577 $3,873k Jun 30, 2019 Jul 25, 2019
Wafra Inc 17,422 $18,865k Jun 30, 2019 Aug 14, 2019
HCR Wealth Advisors 644 $697k Jun 30, 2019 Jul 25, 2019
Douglass Winthrop Advisors LLC 22,764 $24,649k Jun 30, 2019 Jul 10, 2019
Seabridge Investment Advisors LLC 3,199 $3,464k Jun 30, 2019 Jul 18, 2019
Grassi Investment Management LLC 2,150 $2,328k Jun 30, 2019 Jul 10, 2019
Wexford Capital LP 1,460 $1,581k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 1,077 $1,166k Jun 30, 2019 Jul 29, 2019
Tower VIEW Investment Management & Research LLC 1,070 $1,159k Jun 30, 2019 Jul 17, 2019
MARK Sheptoff Financial Planning LLC 70 $76k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 2,738 $2,965k Jun 30, 2019 Aug 14, 2019
Sawgrass Asset Management LLC 79,861 $86,473k Jun 30, 2019 Jul 23, 2019
Wrapmanager Inc 427 $462k Jun 30, 2019 Jul 31, 2019
Peconic Partners LLC 2,500 $2,707k Jun 30, 2019 Aug 14, 2019
Strategic Capital Advisers Inc 788 $853k Jun 30, 2019 Jul 30, 2019
Hallmark Capital Management Inc 479 $519k Jun 30, 2019 Aug 8, 2019
Logan Capital Management Inc 1,350 $1,462k Jun 30, 2019 Jul 24, 2019
Brave Warrior Advisors LLC 295,782 $320,273k Jun 30, 2019 Aug 14, 2019
Baldwin Investment Management LLC 1,211 $1,311k Jun 30, 2019 Aug 6, 2019
LBMC Investment Advisors LLC 189 $205k Jun 30, 2019 Jul 18, 2019
Seizert Capital Partners LLC 23,013 $24,918k Jun 30, 2019 Aug 6, 2019
Breiter Capital Management Inc 497 $538k Jun 30, 2019 Aug 23, 2019
NEXT Century Growth Investors LLC 1,823 $1,973k Jun 30, 2019 Aug 14, 2019
Capital Counsel LLC 1,481 $1,604k Jun 30, 2019 Jul 26, 2019
Edgemoor Investment Advisors Inc 10,126 $10,964k Jun 30, 2019 Aug 9, 2019
Portland Global Advisors LLC 425 $460k Jun 30, 2019 Jul 26, 2019
Meristem Family Wealth LLC 1,131 $1,225k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 50 $54k Jun 30, 2019 Jul 16, 2019
Stewart & Patten Co LLC 40 $43k Jun 30, 2019 Jul 17, 2019
Willow Creek Wealth Management Inc 733 $794k Jun 30, 2019 Jul 22, 2019
Marsico Capital Management LLC 106,091 $114,875k Jun 30, 2019 Aug 14, 2019
Stoneridge Investment Partners LLC 7,393 $8,005k Jun 30, 2019 Jul 29, 2019
The Mathes Company Inc 4,429 $4,796k Jun 30, 2019 Jul 29, 2019
Dumont & Blake Investment Advisors LLC 1,397 $1,513k Jun 30, 2019 Aug 1, 2019
Arlington Partners LLC 1,926 $2,085k Jun 30, 2019 Jul 10, 2019
Sather Financial Group Inc 231 $250k Jun 30, 2019 Jul 23, 2019
Chicago Equity Partners LLC 24,369 $26,387k Jun 30, 2019 Aug 2, 2019
Crossvault Capital Management LLC 6,061 $6,563k Jun 30, 2019 Jul 19, 2019
TODD Asset Management LLC 33,419 $36,186k Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 35 $38k Jun 30, 2019 Jul 3, 2019
Highland Private Wealth Management 848 $918k Jun 30, 2019 Aug 13, 2019
Horizon Investments LLC 2,711 $2,935k Jun 30, 2019 Aug 14, 2019
Brightworth LLC 5,611 $6,076k Jun 30, 2019 Jul 31, 2019
Osterweis Capital Management LLC 2,509 $2,717k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 233 $252k Jun 30, 2019 Aug 14, 2019
Northcoast Asset Management LLC 3,109 $3,366k Jun 30, 2019 Aug 14, 2019
Castleark Management LLC 50 $54k Jun 30, 2019 Aug 13, 2019
Gables Capital Management Inc 1,048 $1,134k Jun 30, 2019 Jul 31, 2019
Churchill Management Corp 9,570 $10,363k Jun 30, 2019 Jul 10, 2019
Strategic Financial Services Inc 397 $430k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments USA Ltd 1,280 $1,506k Mar 31, 2019 Apr 18, 2019
Woodmont Investment Counsel LLC 947 $1,025k Jun 30, 2019 Aug 14, 2019
MAI Capital Management LLC 8,769 $9,495k Jun 30, 2019 Aug 15, 2019
Guardian Capital Advisors LP 1,543 $1,732k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 6,018 $6,516k Jun 30, 2019 Jul 5, 2019
LSV Asset Management 3,700 $4,006k Jun 30, 2019 Aug 8, 2019
Strategy Asset Managers LLC 7,817 $8,464k Jun 30, 2019 Aug 14, 2019
Murphy Pohlad Asset Management LLC 360 $389k Jun 30, 2019 Aug 6, 2019
Oarsman Capital Inc 1,129 $1,222k Jun 30, 2019 Aug 13, 2019
S & Co Inc 6,636 $7,185k Jun 30, 2019 Jul 23, 2019
American Investment Services Inc 1,926 $2,085k Jun 30, 2019 Aug 6, 2019
Appleton Partners Inc 4,161 $4,505k Jun 30, 2019 Jul 25, 2019
Peregrine Capital Management LLC 18,945 $20,514k Jun 30, 2019 Jul 18, 2019
Obermeyer WOOD Investment Counsel LLLP 601 $651k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 1,280 $1,506k Mar 31, 2019 Apr 18, 2019
TDAM USA Inc 3,109 $3,366k Jun 30, 2019 Aug 1, 2019
Asset Management Group Inc 233 $252k Jun 30, 2019 Aug 14, 2019
Provident Trust Company 165,323 $179,012k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LP 10,000 $10,828k Put Jun 30, 2019 Aug 14, 2019
Retirement Income Solutions Inc 208 $225,000k Jun 30, 2019 Jul 23, 2019
SOL Capital Management Co 363 $393k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 5,778 $6,256k Jun 30, 2019 Aug 21, 2019
Crawford Investment Counsel Inc 604 $654k Jun 30, 2019 Aug 12, 2019
AMI Asset Management Corp 48,098 $52,081k Jun 30, 2019 Aug 5, 2019
Monetary Management Group Inc 4,854 $5,256k Jun 30, 2019 Aug 13, 2019
Profit Investment Management LLC 1,281 $1,387k Jun 30, 2019 Jul 16, 2019
Butensky & Cohen Financial Security Inc 1,918 $2,077k Jun 30, 2019 Jul 12, 2019
Rothschild & Co Asset Management US Inc 72,336 $78,325k Jun 30, 2019 Jul 25, 2019
Mairs and Power Inc 1,510 $1,635k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 342 $370k Jun 30, 2019 Aug 13, 2019
First Heartland Consultants Inc 209 $226k Jun 30, 2019 Aug 12, 2019
ZWJ Investment Counsel Inc 3,045 $3,297k Jun 30, 2019 Jul 24, 2019
Chelsea Counsel Company 4,288 $4,842k Jun 30, 2018 Oct 3, 2018
The Northstar Group Inc 3,618 $3,918k Jun 30, 2019 Jul 12, 2019
PENN Davis Mcfarland Inc 16,322 $17,673k Jun 30, 2019 Jul 16, 2019
Beech Hill Advisors Inc 5,675 $6,145k Jun 30, 2019 Jul 15, 2019
Hendley & Co Inc 1,645 $1,781k Jun 30, 2019 Aug 8, 2019
Harvey Investment Company LLC 219 $237k Jun 30, 2019 Jul 16, 2019
Becker Capital Management Inc 893 $967k Jun 30, 2019 Aug 8, 2019
Bingham Osborn & Scarborough LLC 1,244 $1,347k Jun 30, 2019 Aug 2, 2019
Saratoga Research & Investment Management 33,516 $36,291k Jun 30, 2019 Jul 24, 2019
Davidson Investment Advisors Inc 515 $558k Jun 30, 2019 Aug 13, 2019
Bailard Inc 18,390 $19,913k Jun 30, 2019 Jul 26, 2019
MD SASS Investors Services Inc 5,970 $6,464k Jun 30, 2019 Aug 13, 2019
Miller Value Partners LLC 600 $650k Jun 30, 2019 Aug 14, 2019
Pinnacle Associates Ltd 14,541 $15,745k Jun 30, 2019 Aug 5, 2019
Diamond Hill Capital Management Inc 456,051 $493,812k Jun 30, 2019 Aug 1, 2019
Capital Investment Services of America Inc 5,523 $5,980k Jun 30, 2019 Jul 12, 2019
Horizon Investment Services LLC 3,328 $3,604k Jun 30, 2019 Aug 13, 2019
Eagle Asset Management Inc 6,537 $7,078k Jun 30, 2019 Aug 6, 2019
Woodstock Corporation 6,210 $6,724k Jun 30, 2019 Jul 3, 2019
Valicenti Advisory Services Inc 5,423 $5,872k Jun 30, 2019 Jul 17, 2019
Symphony Asset Management LLC 2,253 $2,440k Jun 30, 2019 Aug 14, 2019
New England Research & Management Inc 1,023 $1,108k Jun 30, 2019 Jul 9, 2019
Excalibur Management Corp 668 $723k Jun 30, 2019 Jul 26, 2019
Trillium Asset Management LLC 60,533 $65,545k Jun 30, 2019 Aug 8, 2019
Zacks Investment Management Inc 30,270 $32,777k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 4,499 $4,872k Jun 30, 2019 Jul 10, 2019
Family Legacy Inc 1,273 $1,378k Jun 30, 2019 Jul 25, 2019
Westchester Capital Management Inc 5,846 $6,330k Jun 30, 2019 Aug 5, 2019
Grandfield & DODD LLC 929 $1,006k Jun 30, 2019 Jul 29, 2019
Benin Management Corp 246 $266k Jun 30, 2019 Jul 31, 2019
LEE Danner & BASS Inc 708 $767k Jun 30, 2019 Jul 30, 2019
Abbot Financial Management Inc 2,164 $2,343k Jun 30, 2019 Aug 8, 2019
NTV Asset Management LLC 1,666 $1,804k Jun 30, 2019 Jul 29, 2019
Quantum Capital Management LLC 477 $516k Jun 30, 2019 Aug 14, 2019
Bourne LENT Asset Management Inc 6,606 $7,153k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 1,337 $1,243k Jun 30, 2017 Aug 15, 2017
EP Wealth Advisors LLC 22,708 $24,588k Jun 30, 2019 Aug 27, 2019
Founders Capital Management Inc 272 $295k Jun 30, 2019 Jul 11, 2019
SAND Hill Global Advisors LLC 7,128 $7,718k Jun 30, 2019 Aug 13, 2019
Glynn Capital Management LLC 1,100 $1,191k Jun 30, 2019 Aug 2, 2019
Round Table Services LLC 792 $858k Jun 30, 2019 Jul 17, 2019
Conservest Capital Advisors Inc 185 $200k Jun 30, 2019 Jul 10, 2019
Violich Capital Management 15,840 $17,152k Jun 30, 2019 Jul 22, 2019
Rational Advisors Inc 100 $108k Jun 30, 2019 Aug 8, 2019
Chesley TAFT & Associates LLC 8,713 $9,434k Jun 30, 2019 Jul 10, 2019
Terra NOVA Asset Management LLC 1,603 $1,675k Dec 31, 2018 Feb 15, 2019
Steigerwald Gordon & KOCH Inc 321 $348k Jun 30, 2019 Jul 15, 2019
Conestoga Capital Advisors LLC 220 $238k Jun 30, 2019 Aug 2, 2019
Cornerstone Investment Partners LLC 82,561 $89,397k Jun 30, 2019 Jul 19, 2019
Bouchey Financial Group Ltd 530 $574k Jun 30, 2019 Jul 11, 2019
Columbus Circle Investors 41,532 $44,971k Jun 30, 2019 Aug 2, 2019
RAAB & Moskowitz Asset Management LLC 2,321 $2,513k Jun 30, 2019 Aug 9, 2019
CWH Capital Management Inc 5,668 $6,137k Jun 30, 2019 Aug 14, 2019
Stanley-Laman Group Ltd 5,219 $5,651k Jun 30, 2019 Aug 1, 2019
Neumann Capital Management LLC 3,210 $3,476k Jun 30, 2019 Jul 25, 2019
South Texas Money Management Ltd 278 $301k Jun 30, 2019 Jul 2, 2019
Cambridge Financial Group Inc 376 $407k Jun 30, 2019 Jul 29, 2019
Advisors Capital Management LLC 792 $858k Jun 30, 2019 Aug 15, 2019
Bank of Hawaii 120 $130k Jun 30, 2019 Aug 15, 2019
South Street Advisors LLC 11,574 $12,532k Jun 30, 2019 Jul 22, 2019
Alpine Woods Capital Investors LLC 10,373 $11,232k Jun 30, 2019 Aug 5, 2019
Hardman Johnston Global Advisors LLC 27,525 $29,804k Jun 30, 2019 Aug 5, 2019
Morningstar Investment Services LLC 89,659 $97,082k Jun 30, 2019 Aug 13, 2019
Avalon Advisors LLC 32,535 $35,229k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 4,244 $4,595k Jun 30, 2019 Jul 30, 2019
Parker Investment Management LLC 14,865 $16,096k Jun 30, 2019 Aug 15, 2019
Midwest Professional Planners Ltd 247 $267k Jun 30, 2019 Aug 12, 2019
Mission Wealth Management LP 887 $961k Jun 30, 2019 Aug 9, 2019
Affiance Financial LLC 314 $340k Jun 30, 2019 Jul 11, 2019
Heritage Investment Group Inc 3,293 $3,566k Jun 30, 2019 Aug 13, 2019
Tufton Capital Management LLC 1,747 $1,891k Jun 30, 2019 Jul 26, 2019
DSM Capital Partners LLC 421,807 $456,733k Jun 30, 2019 Aug 14, 2019
Partnervest Advisory Services LLC 5 $5k Jun 30, 2019 Aug 7, 2019
10-15 Associates Inc 2,680 $2,902k Jun 30, 2019 Aug 12, 2019
Tradition Capital Management LLC 618 $727k Mar 31, 2019 May 7, 2019
ODEY Asset Management LLP 265 $287k Jun 30, 2019 Aug 14, 2019
TMD & Associates Inc 213 $231k Jun 30, 2019 Aug 9, 2019
Princeton Capital Management LLC 6,802 $7,365k Jun 30, 2019 Aug 12, 2019
Callahan Advisors LLC 812 $879k Jun 30, 2019 Jul 17, 2019
Burgundy Asset Management Ltd 307,857 $333,348k Jun 30, 2019 Aug 14, 2019
Impax Asset Management LLC 17,423 $19,674k Jun 30, 2018 Aug 14, 2018
American Trust Investment Advisors LLC 562 $609k Jun 30, 2019 Aug 12, 2019
Advisor Partners LLC 6,489 $7,026k Jun 30, 2019 Jul 26, 2019
Main Street Research LLC 14,210 $15,387k Jun 30, 2019 Aug 8, 2019
Cambiar Investors LLC 46,664 $50,528k Jun 30, 2019 Jul 25, 2019
Welch & Forbes LLC 24,299 $26,311k Jun 30, 2019 Jul 12, 2019
Green Square Capital LLC 374 $405k Jun 30, 2019 Aug 14, 2019
American Money Management LLC 2,804 $3,036k Jun 30, 2019 Aug 12, 2019
Legacy Financial Advisors Corporation 550 $596k Jun 30, 2019 Jul 15, 2019
Premier Asset Management LLC 7,101 $7,688k Jun 30, 2019 Aug 7, 2019
Hendershot Investments Inc 7,136 $7,727k Jun 30, 2019 Jul 31, 2019
Tower Bridge Advisors Inc 10,840 $11,737,552k Jun 30, 2019 Aug 6, 2019
American Financial Advisors LLC 562 $609k Jun 30, 2019 Aug 12, 2019
Vista Investment Management LLC 238 $258k Jun 30, 2019 Aug 14, 2019
Hilton Capital Management LLC 767 $831k Jun 30, 2019 Aug 14, 2019
Investment Counselors of Maryland LLC 1,429 $1,547k Jun 30, 2019 Aug 5, 2019
Bluesky Wealth Advisors LLC 363 $393k Jun 30, 2019 Aug 5, 2019
Johnson Investment Counsel Inc 58,086 $62,895k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 376 $407k Jun 30, 2019 Jul 29, 2019
HIGH Pointe Capital Management LLC 645 $698k Jun 30, 2019 Aug 12, 2019
Sequoia Financial Advisors LLC 1,677 $1,816k Jun 30, 2019 Jul 31, 2019
Overbrook Management Corporation 943 $1,021k Jun 30, 2019 Aug 13, 2019
Alkeon Capital Management LLC 208,925 $226,224k Jun 30, 2019 Aug 14, 2019
Colrain Capital LLC 4,307 $4,664k Jun 30, 2019 Aug 6, 2019
Cornerstone Partners LLC 82,561 $89,397k Jun 30, 2019 Jul 19, 2019
WP Advisors LLC 322 $349k Jun 30, 2019 Jul 23, 2019
Vision Capital Management Corporation 8,879 $9,614k Jun 30, 2019 Jul 29, 2019
Autus Asset Management LLC 664 $719k Jun 30, 2019 Jul 15, 2019
Sheaff Brock Investment Advisors LLC 2,944 $3,188k Jun 30, 2019 Jul 31, 2019
Founders Capital Management LLC 272 $295k Jun 30, 2019 Jul 11, 2019
Marathon Capital Management LLC 287 $310k Jun 30, 2019 Jul 25, 2019
Vigilant Capital Management LLC 189 $205k Jun 30, 2019 Jul 18, 2019
The O'Dell Group LLC 354 $383k Jun 30, 2019 Jul 24, 2019
Advanced Asset Management Advisors Inc 3,455 $3,741k Jun 30, 2019 Aug 2, 2019
Partners Capital Investment Group LLP 102 $110k Jun 30, 2019 Aug 12, 2019
Decatur Capital Management Inc 21,958 $23,776k Jun 30, 2019 Jul 24, 2019
Brown Advisory Securities LLC 6,528 $7,060k Jun 30, 2019 Aug 12, 2019
First National Corporation 227 $246k Jun 30, 2019 Jul 22, 2019
Ridgewood Investments LLC 1,073 $1,162k Jun 30, 2019 Jul 12, 2019
Deroy & Devereaux Private Investment Counsel Inc 587 $636k Jun 30, 2019 Jul 22, 2019
Baker Ellis Asset Management LLC 1,163 $1,260k Jun 30, 2019 Aug 12, 2019
Probity Advisors Inc 354 $383k Jun 30, 2019 Aug 8, 2019
NWQ Investment Management Company LLC 29,560 $32,008k Jun 30, 2019 Aug 14, 2019
Altavista Wealth Management Inc 4,444 $4,812k Jun 30, 2019 Aug 13, 2019
Gibraltar Capital Management Inc 280 $303k Jun 30, 2019 Jul 17, 2019
Intersect Capital LLC 2,396 $2,594k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 5,809 $6,265k Jun 30, 2019 Aug 2, 2019
Menlo Advisors LLC 4,006 $4,337k Jun 30, 2019 Jul 17, 2019
American Asset Management Inc 410 $444k Jun 30, 2019 Jul 31, 2019
Boston Common Asset Management LLC 1,704 $1,845k Jun 30, 2019 Jul 26, 2019
Athena Capital Advisors LLC 8,876 $9,611k Jun 30, 2019 Aug 9, 2019
Cooper/Haims Advisors LLC 227 $246k Jun 30, 2019 Jul 26, 2019
The Caprock Group Inc 3,041 $3,293k Jun 30, 2019 Jul 23, 2019
Hedeker Wealth LLC 2,223 $2,408k Jun 30, 2019 Jul 26, 2019
Allen Investment Management LLC 8,361 $9,053k Jun 30, 2019 Aug 12, 2019
Guinness Atkinson Asset Management Inc 5,170 $5,598k Jun 30, 2019 Jul 26, 2019
Ancora Family Wealth Advisors LLC 3,036 $2,441k Sep 30, 2016 Nov 4, 2016
Johnson Financial Group LLC 48 $52k Jun 30, 2019 Aug 9, 2019
Interactive Financial Advisors Inc 70 $76k Jun 30, 2019 Jul 17, 2019
Ativo Capital Management LLC 1,683 $1,823k Jun 30, 2019 Aug 14, 2019
Tiemann Investment Advisors LLC 1,281 $1,387k Jun 30, 2019 Aug 13, 2019
Parkside Advisors LLC 289 $313k Jun 30, 2019 Jul 10, 2019
RB Capital Management LLC 706 $764k Jun 30, 2019 Aug 7, 2019
Stewardship Financial Advisors LLC 629 $681k Jun 30, 2019 Aug 12, 2019
Strategic Advisors LLC 4,905 $5,311k Jun 30, 2019 Jul 22, 2019
Cobiz Wealth LLC 10,942 $11,848k Jun 30, 2019 Jul 8, 2019
EQIS Capital Management Inc 3,818 $4,134k Jun 30, 2019 Jul 18, 2019
Fernwood Investment Management LLC 1,900 $2,057k Jun 30, 2019 Aug 1, 2019
Westover Capital Advisors LLC 4,931 $5,339k Jun 30, 2019 Aug 13, 2019
Perkins Investment Management LLC 69,852 $59,221k Mar 31, 2017 May 15, 2017
Private Wealth Advisors Inc 8,177 $8,854k Jun 30, 2019 Aug 7, 2019
Texas Yale Capital Corp 2,948 $3,192k Jun 30, 2019 Jul 24, 2019
BTC Capital Management Inc 1,956 $2,118k Jun 30, 2019 Jul 26, 2019
Institute FOR Wealth Management LLC 1,855 $2,009k Jun 30, 2019 Aug 2, 2019
Granite Group Advisors LLC 2,898 $3,138k Jun 30, 2019 Jul 23, 2019
Elgethun Capital Management 205 $222k Jun 30, 2019 Aug 8, 2019
Annex Advisory Services LLC 205 $222k Jun 30, 2019 Jul 18, 2019
Alphasimplex Group LLC 1,339 $1,449,869k Jun 30, 2019 Aug 14, 2019
West Oak Capital LLC 244 $264k Jun 30, 2019 Jul 12, 2019
Cutler Investment Counsel LLC 230 $249k Jun 30, 2019 Aug 5, 2019
Golub Group LLC 39,420 $42,684k Jun 30, 2019 Aug 13, 2019
Zevenbergen Capital Investments LLC 6,571 $7,115k Jun 30, 2019 Aug 13, 2019
Thompson Investment Management Inc 11,285 $12,219k Jun 30, 2019 Aug 7, 2019
Smith Salley & Associates LLC 761 $824k Jun 30, 2019 Jul 12, 2019
Nelson Roberts Investment Advisors LLC 954 $1,033k Jun 30, 2019 Jul 25, 2019
Dividend Assets Capital LLC 359 $389k Jun 30, 2019 Jul 12, 2019
Cypress Capital Management LLC 10,296 $11,149k Jun 30, 2019 Aug 5, 2019
Wealth Advisors Inc 8,177 $8,854k Jun 30, 2019 Aug 7, 2019
E & G Advisors LP 3,550 $3,844k Jun 30, 2019 Jul 12, 2019
California Capital Advisors Inc 7,109 $7,698k Jun 30, 2019 Jul 15, 2019
Veritable LP 12,178 $13,187k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 455 $493k Jun 30, 2019 Aug 14, 2019
Skylands Capital LLC 7,480 $8,099k Jun 30, 2019 Jul 29, 2019
Carret Asset Management LLC 7,006 $7,586k Jun 30, 2019 Aug 12, 2019
The Rikoon Group LLC 1,337 $1,448k Jun 30, 2019 Aug 6, 2019
Epoch Investment Partners Inc 1,621 $1,755k Jun 30, 2019 Aug 13, 2019
Andesa Financial Management Inc 324 $348k Jun 30, 2019 Jul 30, 2019
Burleson & Company LLC 1,939 $2,350k Jun 30, 2019 Aug 5, 2019
KARP Capital Management Corporation 3,956 $4,284k Jun 30, 2019 Aug 8, 2019
Cranbrook Wealth Management LLC 42 $45k Jun 30, 2019 Aug 7, 2019
Global Financial Private Capital LLC 1,943 $2,103k Jun 30, 2019 Aug 14, 2019
Elite Wealth Management Inc 2,901 $3,141k Jun 30, 2019 Jul 18, 2019
CIM LLC 8,170 $8,846k Jun 30, 2019 Jul 22, 2019
Stillwater Investment Management LLC 1,990 $2,155k Jun 30, 2019 Jul 3, 2019
Viking Global Investors LP 282,146 $305,508k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 11,278 $12,212k Jun 30, 2019 Aug 13, 2019
Marathon Asset Management LLP 154,972 $167,788k Jun 30, 2019 Jul 15, 2019
Bridgecreek Investment Management LLC 285 $309k Jun 30, 2019 Aug 14, 2019
Newfocus Financial Group LLC 263 $285k Jun 30, 2019 Jul 23, 2019
Baker Avenue Asset Management LP 3,038 $3,289k Jun 30, 2019 Aug 14, 2019
Benson Investment Management Company Inc 103 $112k Jun 30, 2019 Jul 11, 2019
Acorn Advisory Capital LP 8,676 $9,394k Jun 30, 2019 Aug 13, 2019
Letko Brosseau & Associates Inc 325 $352k Jun 30, 2019 Aug 1, 2019
Westend Advisors LLC 30,822 $33,374,061k Jun 30, 2019 Jul 23, 2019
Maryland Capital Management LLC 20 $22k Jun 30, 2019 Aug 13, 2019
Bowling Portfolio Management LLC 10,681 $11,565k Jun 30, 2019 Jul 25, 2019
New England Private Wealth Advisors LLC 258 $279k Jun 30, 2019 Aug 8, 2019
Private Wealth Partners LLC 25,308 $27,404k Jun 30, 2019 Aug 6, 2019
West Branch Capital LLC 4,069 $4,406k Jun 30, 2019 Aug 5, 2019
Level Four Advisory Services LLC 4,656 $5,050k Jun 30, 2019 Aug 14, 2019
Accuvest Global Advisors 904 $979k Jun 30, 2019 Jul 17, 2019
Cambridge Investment Research Advisors Inc 31,950 $34,596k Jun 30, 2019 Aug 15, 2019
RMB Capital Management LLC 21,334 $23,101k Jun 30, 2019 Aug 13, 2019
Highbridge Capital Management LLC 12,238 $13,251k Jun 30, 2019 Aug 14, 2019
Locust WOOD Capital Advisers LLC 16,800 $18,191k Jun 30, 2019 Jul 24, 2019
Emerald Mutual Fund Advisers Trust 334 $362k Jun 30, 2019 Jul 31, 2019
Mckinley Carter Wealth Services Inc 1,007 $1,090k Jun 30, 2019 Aug 2, 2019
Evanson Asset Management LLC 7,912 $8,567k Jun 30, 2019 Jul 11, 2019
Sterling Capital Management LLC 8,450 $9,150k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors LLC 4,905 $5,311k Jun 30, 2019 Jul 22, 2019
The RICE Partnership LLC 4,359 $4,720k Jun 30, 2019 Jul 25, 2019
Polar Capital LLP 157,084 $170,091k Jun 30, 2019 Aug 14, 2019
Aureus Asset Management LLC 23,807 $25,778k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 1,441 $1,560k Jun 30, 2019 Aug 13, 2019
Centre Asset Management LLC 9,820 $10,633k Jun 30, 2019 Jul 15, 2019
Clearbridge Investments LLC 119 $124k Dec 31, 2018 Feb 14, 2019
Levin Capital Strategies LP 8,394 $9,089k Jun 30, 2019 Aug 13, 2019
Taconic Capital Advisors LP 107,400 $116,293k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 46,033 $49,845k Jun 30, 2019 Aug 12, 2019
AFT Forsyth and Company Inc 889 $963k Jun 30, 2019 Jul 29, 2019
Sands Capital Management LLC 1,102,738 $1,194,045k Jun 30, 2019 Aug 14, 2019
Glenview Capital Management LLC 295,659 $320,140k Jun 30, 2019 Aug 14, 2019
Cantillon Capital Management LLC 177,384 $192,071k Jun 30, 2019 Jul 26, 2019
Granite Point Capital Management LP 2,500 $2,707k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 102 $110k Jun 30, 2019 Jul 9, 2019
Marble Harbor Investment Counsel LLC 692 $749k Jun 30, 2019 Aug 7, 2019
Teewinot Capital Advisers LLC 17,931 $19,416k Jun 30, 2019 Aug 15, 2019
GSA Capital Partners LLP 926 $1,003k Jun 30, 2019 Aug 6, 2019
Traynor Capital Management Inc 11,559 $12,715k Jun 30, 2019 Jul 26, 2019
Krueger & Catalano Capital Partners LLC 1,375 $1,488k Jun 30, 2019 Jul 22, 2019
BLB & B Advisors LLC 3,726 $4,035k Jun 30, 2019 Jul 29, 2019
Cantillon Capital Management LLP 177,384 $192,071k Jun 30, 2019 Jul 26, 2019
Lehman Financial Resources Inc 197 $237k Sep 30, 2018 Nov 14, 2018
Donald L Hagan LLC 339 $367k Jun 30, 2019 Jul 18, 2019
Clarivest Asset Management LLC 78,364 $84,853k Jun 30, 2019 Aug 16, 2019
Grace Capital 1,270 $1,289k Jun 30, 2019 Aug 14, 2019
Oak Asset Management LLC 606 $690k Jun 30, 2019 Jul 25, 2019
Legacy Advisors LLC 550 $596k Jun 30, 2019 Jul 15, 2019
Origin Asset Management LLP 7,064 $7,649k Jun 30, 2019 Aug 9, 2019
Beach Investment Management LLC 1,190 $1,289k Jun 30, 2019 Jul 17, 2019
Nicholas Investment Partners LP 1,388 $1,503k Jun 30, 2019 Aug 9, 2019
Lourd Capital LLC 977 $1,058k Jun 30, 2019 Jul 11, 2019
Folger Nolan Fleming Douglas Capital Management Inc 488 $528k Jun 30, 2019 Aug 9, 2019
BHK Investment Advisors LLC 320 $346k Jun 30, 2019 Aug 2, 2019
Whale Rock Capital Management LLC 121,223 $131,260k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 10,840 $11,738k Jun 30, 2019 Aug 9, 2019
Brookstone Capital Management LLC 944 $1,022k Jun 30, 2019 Jul 25, 2019
First Pacific Advisors LP 312,301 $338,160k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 8,177 $8,854k Jun 30, 2019 Aug 7, 2019
World Asset Management Inc 20,792 $22,514k Jun 30, 2019 Jul 23, 2019
Cornerstone Advisory LLC 1,855 $2,009k Jun 30, 2019 Aug 8, 2019
Pictet North America Advisors SA 20,208 $21,881k Jun 30, 2019 Aug 7, 2019
Ashfield Capital Partners LLC 12,091 $13,092k Jun 30, 2019 Jul 29, 2019
Meritage Group LP 158,613 $171,746k Jun 30, 2019 Aug 12, 2019
Spears Abacus Advisors LLC 18,530 $20,064k Jun 30, 2019 Aug 9, 2019
Accurate Investment Solutions Inc 50 $54k Jun 30, 2019 Jul 12, 2019
GFS Advisors LLC 3,663 $3,966k Jun 30, 2019 Aug 1, 2019
Impax Asset Management Ltd 17,423 $19,674k Jun 30, 2018 Aug 14, 2018
Buckingham Asset Management LLC 13,169 $14,259k Jun 30, 2019 Aug 5, 2019
Copperwynd Financial LLC 448 $485k Jun 30, 2019 Aug 7, 2019
Clarkston Capital Partners LLC 260 $282k Jun 30, 2019 Jul 24, 2019
Miracle MILE Advisors LLC 10,642 $11,523k Jun 30, 2019 Aug 7, 2019
Checchi Capital Advisers LLC 2,850 $3,086k Jun 30, 2019 Aug 6, 2019
Calamos Wealth Management LLC 13,017 $14,095k Jun 30, 2019 Aug 7, 2019
Atria Investments LLC 7,240 $8,533k Jun 30, 2019 Aug 26, 2019
Jaffetilchin Investment Partners LLC 802 $868k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 847 $917k Jun 30, 2019 Jul 17, 2019
Birch Hill Investment Advisors LLC 34,636 $37,504k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 442 $479k Jun 30, 2019 Jul 17, 2019
PURE Financial Advisors Inc 257 $278k Jun 30, 2019 Jul 11, 2019
Frontier Wealth Management LLC 7,663 $8,297k Jun 30, 2019 Aug 16, 2019
ORCA Investment Management LLC 1,198 $1,297k Jun 30, 2019 Jul 17, 2019
Jasper Ridge Partners LP 185 $200k Jun 30, 2019 Aug 9, 2019
Nicholas Hoffman & Company LLC 417 $452k Jun 30, 2019 Aug 12, 2019
Hamilton Point Investment Advisors LLC 276 $299k Jun 30, 2019 Jul 18, 2019
Westbourne Investment Advisors Inc 6,287 $6,808k Jun 30, 2019 Jul 22, 2019
MAR Vista Investment Partners LLC 1,065 $1,153k Jun 30, 2019 Aug 13, 2019
Wellesley Investment Partners LLC 225 $243k Jun 30, 2019 Aug 5, 2019
Palladium Partners LLC 515 $558k Jun 30, 2019 Aug 7, 2019
Harfst and Associates Inc 283 $306k Jun 30, 2019 Aug 14, 2019
Stelac Advisory Services LLC 339 $367k Jun 30, 2019 Jul 29, 2019
Mcilrath & ECK LLC 562 $661k Jun 30, 2019 Aug 8, 2019
Fulcrum Capital LLC 7,419 $8,033k Jun 30, 2019 Jul 29, 2019
Cornell Pochily Investment Advisors Inc 1,107 $1,199k Jun 30, 2019 Jul 22, 2019
Hollow Brook Wealth Management LLC 3,361 $3,639k Jun 30, 2019 Aug 13, 2019
SFE Investment Counsel Inc 1,760 $1,906k Jun 30, 2019 Jul 26, 2019
Camelot Portfolios LLC 1,240 $1,343k Jun 30, 2019 Jul 19, 2019
Confluence Investment Management LLC 1,829 $1,980k Jun 30, 2019 Jul 24, 2019
International Value Advisers LLC 16,151 $17,488k Jun 30, 2019 Aug 13, 2019
Glovista Investments LLC 446 $483k Jun 30, 2019 Aug 14, 2019
Quattro Advisors LLC 7,617 $8,725,121k Jun 30, 2019 Jul 26, 2019
ZEKE Capital Advisors LLC 13,211 $14,305k Jun 30, 2019 Jul 24, 2019
Aspiriant LLC 4,570 $4,943k Jun 30, 2019 Aug 6, 2019
Gateway Investment Advisers LLC 104,344 $112,984k Jun 30, 2019 Jul 17, 2019
FORT Point Capital Partners LLC 836 $905k Jun 30, 2019 Aug 9, 2019
Private Harbour Investment Management & Counsel LLC 1,961 $2,123k Jun 30, 2019 Aug 6, 2019
Global X Management Company LLC 14,496 $16,369k Jun 30, 2018 Aug 16, 2018
Malaga COVE Capital LLC 580 $628k Jun 30, 2019 Aug 14, 2019
Westfield Capital Management Company LP 137,694 $149,095k Jun 30, 2019 Aug 13, 2019
Northstar Financial Advisors LLC 8,881 $9,616k Jun 30, 2019 Jul 17, 2019
Capital Insight Partners LLC 2,477 $2,682k Jun 30, 2019 Jul 9, 2019
Tiedemann Advisors LLC 14,019 $15,180k Jun 30, 2019 Aug 13, 2019
NBW Capital LLC 6,731 $7,288k Jun 30, 2019 Aug 5, 2019
Trust Asset Management LLC 233 $252k Jun 30, 2019 Aug 14, 2019
HT Partners LLC 398 $431k Jun 30, 2019 Jul 9, 2019
New Mountain Vantage Advisers LLC 20,863 $22,590k Jun 30, 2019 Aug 14, 2019
GM Advisory Group Inc 1,564 $1,693k Jun 30, 2019 Aug 9, 2019
Hourglass Capital LLC 4,171 $4,516k Jun 30, 2019 Aug 12, 2019
Brasada Capital Management LP 7,352 $8,244k Jun 30, 2019 Aug 7, 2019
Eagle Ridge Investment Management LLC 18,407 $19,931k Jun 30, 2019 Aug 1, 2019
Western Standard LLC 2,532 $2,742k Jun 30, 2019 Aug 14, 2019
East Coast Asset Management LLC 417 $452k Jun 30, 2019 Aug 14, 2019
NWAM LLC 2,109 $2,284k Jun 30, 2019 Jul 18, 2019
Triangle Securities Wealth Management 349 $390k Jun 30, 2019 Jul 10, 2019
Wespac Advisors LLC 351 $380k Jun 30, 2019 Jul 23, 2019
LaSalle Street Capital Management LLC 1,262 $1,366k Jun 30, 2019 Aug 8, 2019
Evercore Wealth Management LLC 78 $84k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 15,579 $16,869k Jun 30, 2019 Jul 15, 2019
Convergence Investment Partners LLC 2,532 $2,742k Jun 30, 2019 Jul 23, 2019
Nuance Investments LLC 34,189 $37,020k Jun 30, 2019 Aug 12, 2019
Capwealth Advisors LLC 5,052 $5,470k Jun 30, 2019 Aug 13, 2019
Wellington Shields & Co LLC 616 $667k Jun 30, 2019 Aug 8, 2019
Telos Capital Management Inc 3,266 $3,537k Jun 30, 2019 Jul 19, 2019
Arrowmark Colorado Holdings LLC 1,595 $1,727k Jun 30, 2019 Aug 14, 2019
and Wealth Partners LLC 25,308 $27,404k Jun 30, 2019 Aug 6, 2019
Alphaone Investment Services LLC 2,338 $2,532k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 2,159 $2,338k Jun 30, 2019 Jul 23, 2019
Hudock Capital Group LLC 118 $127k Jun 30, 2019 Jul 30, 2019
The Central Trust Bank 15 $16k Jun 30, 2019 Jul 16, 2019
Bienville Capital Management LLC 343 $371k Jun 30, 2019 Aug 14, 2019
Granite Investment Advisors LLC 2,898 $3,138k Jun 30, 2019 Jul 23, 2019
Artisan Partners Limited Partnership 933,847 $1,011,170k Jun 30, 2019 Aug 9, 2019
Monte Financial Group LLC 349 $378k Jun 30, 2019 Aug 7, 2019
Congress Park Capital LLC 2,603 $3,241k Jun 30, 2019 Aug 2, 2019
Paulson Wealth Management Inc 416 $478k Jun 30, 2019 Jul 30, 2019
Kingfisher Capital LLC 2,326 $2,519k Jun 30, 2019 Aug 14, 2019
Carnegie Capital Asset Management LLC 17,897 $19,379k Jun 30, 2019 Jul 24, 2019
Wellington Shields Capital Management LLC 7,058 $7,642k Jun 30, 2019 Aug 8, 2019
CAMG Solamere Management LLC 234 $253k Jun 30, 2019 Aug 13, 2019
Granite Investment Partners LLC 4,259 $4,612k Jun 30, 2019 Aug 7, 2019
Riverpark Advisors LLC 4,765 $5,160k Jun 30, 2019 Aug 13, 2019
Riverpark Capital Management LLC 8,551 $9,259k Jun 30, 2019 Aug 13, 2019
Harbor Investment Advisory LLC 3,371 $3,650k Jun 30, 2019 Jul 30, 2019
Dynamic Advisor Solutions LLC 3,006 $3,255k Jun 30, 2019 Aug 13, 2019
Cabana LLC 324 $381k Jun 30, 2019 Aug 9, 2019
Strategic Investment Advisors Inc 4,905 $5,311k Jun 30, 2019 Jul 22, 2019
Nikulski Financial Inc 2,683 $3,077k Jun 30, 2019 Jul 22, 2019
Pathstone Family Office LLC 2,001 $2,164k Jun 30, 2019 Aug 14, 2019
Covey Capital Advisors LLC 2,766 $2,995k Jun 30, 2019 Aug 8, 2019
Barber Financial Group 214 $232k Jun 30, 2019 Aug 9, 2019
USCA RIA LLC 5,558 $6,018k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 2,579 $2,793k Jun 30, 2019 Jul 22, 2019
Successful Portfolios LLC 887 $960k Jun 30, 2019 Jul 11, 2019
Lucia Wealth Services LLC 103 $112k Jun 30, 2019 Jul 23, 2019
Joel Isaacson & Co LLC 4,141 $4,484k Jun 30, 2019 Jul 11, 2019
LLBH Private Wealth Management LLC 515 $558k Jun 30, 2019 Aug 13, 2019
SNS Financial Group LLC 547 $592k Jun 30, 2019 Jul 26, 2019
QS Investors LLC 19,607 $21,231k Jun 30, 2019 Aug 14, 2019
Ranger International Management LP 70 $76k Jun 30, 2019 Aug 14, 2019
Voloridge Investment Management LLC 10,277 $11,128k Jun 30, 2019 Aug 14, 2019
Hermes Investment Management Limited 104,922 $118,477k Jun 30, 2018 Jul 24, 2018
First National Bank of Omaha 212 $230k Jun 30, 2019 Jul 10, 2019
Stratos Wealth Partners Ltd 9,739 $10,545k Jun 30, 2019 Aug 6, 2019
Cowen Prime Services LLC 40 $43k Jun 30, 2019 Jul 31, 2019
Richard Bernstein Advisors LLC 7,765 $8,407k Jun 30, 2019 Aug 9, 2019
Arbor Wealth Management LLC 7,636 $8,268k Jun 30, 2019 Jul 16, 2019
Renaissance Investment Group LLC 27,329 $29,592k Jun 30, 2019 Aug 13, 2019
Independence Advisors LLC 712 $771k Jun 30, 2019 Aug 12, 2019
FFCM LLC 7,143 $7,734k Jun 30, 2019 Jul 30, 2019
Connecticut Wealth Management LLC 307 $332k Jun 30, 2019 Jul 29, 2019
Montrusco Bolton Investments Inc 30,935 $32,575k Jun 30, 2019 Aug 5, 2019
Spectrum Management Group Inc 1,859 $2,013k Jun 30, 2019 Aug 2, 2019
Altium Wealth Management LLC 1,927 $2,087k Jun 30, 2019 Jul 18, 2019
Vontobel Swiss Wealth Advisors AG 7,157 $7,750k Jun 30, 2019 Aug 12, 2019
MOAB Capital Partners LLC 9,070 $9,821k Jun 30, 2019 Aug 14, 2019
American National Registered Investment Advisor Inc 1,849 $2,002k Jun 30, 2019 Aug 5, 2019
Personal Capital Advisors Corporation 2,468 $2,672k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 45 $49k Jun 30, 2019 Aug 13, 2019
Modera Wealth Management LLC 697 $755k Jun 30, 2019 Aug 7, 2019
Westchester Capital Management LLC 5,846 $6,330k Jun 30, 2019 Aug 5, 2019
Holowesko Partners Ltd 111,790 $121,046k Jun 30, 2019 Aug 12, 2019
Abrams Capital Management LP 124,117 $134,394k Jun 30, 2019 Aug 9, 2019
Archon Partners LLC 14,835 $16,063k Jun 30, 2019 Aug 14, 2019
Hudson BAY Capital Management LP 13,940 $15,094k Jun 30, 2019 Aug 14, 2019
Goodhaven Capital Management LLC 282 $305k Jun 30, 2019 Aug 13, 2019
CPWM LLC 9,050 $9,799k Jun 30, 2019 Aug 2, 2019
Independence Financial Advisors LLC 712 $771k Jun 30, 2019 Aug 12, 2019
Eulav Asset Management 20,900 $22,631k Jun 30, 2019 Aug 5, 2019
Route One Investment Company LP 201,425 $218,103k Jun 30, 2019 Aug 14, 2019
Lakewood Capital Management LP 257,579 $278,907k Jun 30, 2019 Aug 14, 2019
Stanley Capital Management LLC 5,740 $6,215k Jun 30, 2019 Aug 14, 2019
Mountain Capital Investment Advisors Inc 417 $499k Jun 30, 2019 Aug 14, 2019
Verition Fund Management LLC 2,344 $2,538k Jun 30, 2019 Aug 14, 2019
CI Global Investments Inc 230,538 $278,278k Sep 30, 2018 Nov 9, 2018
Arrowgrass Capital Partners US LP 4,946 $5,356k Jun 30, 2019 Aug 14, 2019
Valinor Management LP 56,626 $61,315k Jun 30, 2019 Aug 14, 2019
Ulysses Management LLC 8,055 $8,722k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 1,000 $1,083k Jun 30, 2019 Jul 10, 2019
Crystal Rock Capital Management LLC 6,655 $7,206k Jun 30, 2019 Aug 9, 2019
Soroban Capital Partners LP 25,000 $27,070k Call Jun 30, 2019 Aug 14, 2019
Spectrum Group Management LLC 1,859 $2,013k Jun 30, 2019 Aug 2, 2019
Clear Perspective Advisors LLC 907 $982k Jun 30, 2019 Aug 12, 2019
Permanens Capital LP 1,250 $1,353k Jun 30, 2019 Aug 9, 2019
Kingdon Capital Management LLC 21,302 $23,066k Jun 30, 2019 Aug 14, 2019
Global Endowment Management LP 5,550 $6,009k Jun 30, 2019 Aug 12, 2019
Northstar Company LLC 3,618 $3,918k Jun 30, 2019 Jul 12, 2019
Blackhawk Capital Partners LLC 1,330 $1,440k Jun 30, 2019 Aug 13, 2019
Prelude Capital Management LLC 17,500 $18,949k Call Jun 30, 2019 Aug 14, 2019
Corvex Management LP 150,000 $162,420k Call Jun 30, 2019 Aug 14, 2019
SELZ Capital LLC 10,500 $11,369k Jun 30, 2019 Jul 18, 2019
TLWM LLC 653 $700k Jun 30, 2019 Jul 12, 2019
Investec Asset Management Limited 648,507 $623,117k Jun 30, 2019 Jul 30, 2019
DSC Advisors LP 1,307 $1,415k Jun 30, 2019 Aug 14, 2019
Lenox Wealth Advisors LLC 896 $970k Jun 30, 2019 Jul 12, 2019
RFG Advisory LLC 546 $590k Jun 30, 2019 Aug 23, 2019
Wespac Advisors Socal LLC 6,702 $7,256k Jun 30, 2019 Jul 30, 2019
Tokio Marine Asset Management USA Ltd 11,232 $12,162k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 550 $596k Jun 30, 2019 Jul 15, 2019
Diligent Investors LLC 418 $453k Jun 30, 2019 Aug 1, 2019
Polaris Greystone Financial Group LLC 816 $898k Jun 30, 2019 Jul 25, 2019
Horizon Financial Services LLC 3,328 $3,604k Jun 30, 2019 Aug 13, 2019
Cambridge Advisors LLC 424 $459k Jun 30, 2019 Jul 26, 2019
CWA Asset Management Group LLC 2,175 $2,355k Jun 30, 2019 Aug 13, 2019
GAME Creek Capital LP 6,015 $6,513k Jun 30, 2019 Aug 5, 2019
Cheyne Capital Management UK LLP 5,000 $5,414k Jun 30, 2019 Aug 8, 2019
Mawer Investment Management Ltd 47,783 $51,733k Jun 30, 2019 Aug 6, 2019
Pratt Collard Advisory Partners LLC 190 $206k Jun 30, 2019 Jul 16, 2019
Iconiq Capital LLC 298 $323k Jun 30, 2019 Aug 15, 2019
SVA Plumb Wealth Management LLC 6,677 $7,230k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 762 $825k Jun 30, 2019 Jul 22, 2019
Johanson Financial Advisors Inc 2,008 $2,172k Jun 30, 2019 Jul 29, 2019
Magellan Asset Management Limited 266,338 $288,391k Jun 30, 2019 Aug 13, 2019
Alpha Cubed Investments LLC 12,713 $13,766k Jun 30, 2019 Jul 19, 2019
Newport Wealth Strategies Inc 1,392 $1,596k Jun 30, 2019 Jul 22, 2019
Baltimore-Washington Financial Advisors Inc 3,581 $3,878k Jun 30, 2019 Jul 25, 2019
LVW Advisors LLC 787 $852k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 11,394 $12,337k Jun 30, 2019 Jul 29, 2019
Platinum Investment Management Limited 200,061 $216,626k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 18,480 $20,010k Jun 30, 2019 Aug 14, 2019
Maplelane Capital LLC 1 $1k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 392 $424k Jun 30, 2019 Aug 14, 2019
ECHO Street Capital Management LLC 44,792 $48,501k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 239 $257k Jun 30, 2019 Aug 9, 2019
GMT Capital Corp 13,445 $14,558k Jun 30, 2019 Aug 14, 2019
LGT Capital Partners USA Inc 92,986 $100,685k Jun 30, 2019 Jul 10, 2019
Marathon Partners Equity Management LLC 2,900 $3,140k Jun 30, 2019 Aug 14, 2019
Pointstate Capital LP 2,560 $2,772k Jun 30, 2019 Aug 14, 2019
Meridian Wealth Management LLC 1,177 $12,745k Jun 30, 2019 Jul 19, 2019
Stevens Capital Management LP 12,005 $12,999k Jun 30, 2019 Jul 31, 2019
Bandera Partners LLC 10,482 $11,350k Jun 30, 2019 Aug 13, 2019
Zweig-Dimenna Associates LLC 8,654 $9,371k Jun 30, 2019 Jul 10, 2019
Sovarnum Capital LP 400 $433k Jun 30, 2019 Aug 14, 2019
Woodson Capital Management LP 34,000 $36,815k Jun 30, 2019 Aug 14, 2019
Rothschild Capital Partners LLC 13,301 $14,402k Jun 30, 2019 Jul 17, 2019
Darrell & King LLC 4,626 $5,009k Jun 30, 2019 Aug 15, 2019
Incline Global Management LLC 26,080 $28,239k Jun 30, 2019 Aug 14, 2019
Wealth Advisors of Tampa BAY LLC 2,488 $2,694k Jun 30, 2019 Jul 23, 2019
IFM Investors PTY Ltd 20,806 $22,529k Jun 30, 2019 Jul 16, 2019
Soapstone Management LP 6,575 $7,119k Jun 30, 2019 Aug 14, 2019
GLG Partners LP 12,057 $12,701k Dec 31, 2017 Feb 14, 2018
The Investment House LLC 21,934 $23,750k Jun 30, 2019 Aug 5, 2019
LYON Street Capital LLC 1,350 $1,462k Jun 30, 2019 Aug 14, 2019
Toroso Investments LLC 73 $76k Jun 30, 2019 Aug 15, 2019
Regent Investment Management LLC 15 $16k Jun 30, 2019 Jul 15, 2019
Glacier Peak Capital LLC 1,002 $1,085k Jun 30, 2019 Aug 12, 2019
Segment Wealth Management LLC 290 $314k Jun 30, 2019 Jul 29, 2019
Bernicke Wealth Management Ltd 801 $867k Jun 30, 2019 Aug 5, 2019
Canal Capital Management LLC 1,237 $1,339k Jun 30, 2019 Jul 31, 2019
Zevin Asset Management LLC 7,173 $7,767k Jun 30, 2019 Aug 6, 2019
Oak Grove Capital LLC 497 $538k Jun 30, 2019 Aug 9, 2019
Vestor Capital LLC 48 $52k Jun 30, 2019 Aug 6, 2019
Claraphi Advisory Network LLC 13 $14k Jun 30, 2019 Jul 29, 2019
Lakeview Capital Partners LLC 1,338 $1,449k Jun 30, 2019 Aug 5, 2019
Lodge Hill Capital LLC 6,000 $6,497k Jun 30, 2019 Aug 13, 2019
Cheviot Value Management LLC 5,039 $5,456k Jun 30, 2019 Aug 14, 2019
Infrastructure Capital Advisors LLC 269 $291k Jun 30, 2019 Aug 13, 2019
UNIO Capital LLC 5,168 $5,854k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 761 $8,371k Jun 30, 2019 Jul 31, 2019
Harwood Advisory Group LLC 316 $342k Jun 30, 2019 Aug 7, 2019
Cedar Wealth Management LLC 91 $99k Jun 30, 2019 Jul 24, 2019
Biltmore Family Office LLC 1,011 $1,095k Jun 30, 2019 Jul 31, 2019
Keenan Capital LLC 8,750 $9,475k Jun 30, 2019 Aug 14, 2019
Northrock Partners LLC 322 $347k Jun 30, 2019 Aug 12, 2019
Bronfman EL Rothschild LP 4,793 $5,189k Jun 30, 2019 Aug 12, 2019
Capital Impact Advisors LLC 6,428 $6,921k Jun 30, 2019 Jul 19, 2019
Independent Advisor Alliance LLC 435 $1k Jun 30, 2019 Aug 12, 2019
Asset Management Group Investment Corp 233 $252k Jun 30, 2019 Aug 14, 2019
Junto Capital Management LP 3,409 $3,691k Jun 30, 2019 Aug 14, 2019
Ropes Wealth Advisors LLC 3,168 $3,430k Jun 30, 2019 Jul 31, 2019
Telemus Capital LLC 12,425 $14,348k Jun 30, 2019 Aug 9, 2019
Gradient Capital Advisors LLC 472 $511k Jun 30, 2019 Jul 16, 2019
Shepherd Financial Partners LLC 1,037 $1,123k Jun 30, 2019 Aug 5, 2019
Northstar Wealth Partners LLC 1,423 $1,541k Jun 30, 2019 Aug 15, 2019
ST Johns Investment Management Company LLC 2,090 $2,263k Jun 30, 2019 Jul 24, 2019
Rockshelter Capital Management LLC 14,365 $15,554k Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 2,231 $2,416k Jun 30, 2019 Aug 7, 2019
Emerald Investment Partners LLC 134 $145k Jun 30, 2019 Aug 12, 2019
Vernier Capital Partners LP 9,930 $10,752k Jun 30, 2019 Aug 14, 2019
KCS Wealth Advisory LLC 227 $246k Jun 30, 2019 Jul 29, 2019
Capital Bank and Trust Company 165,127 $178,794k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 243 $263k Jun 30, 2019 Jul 26, 2019
Jackson Square Partners LLC 268,512 $290,744k Jun 30, 2019 Aug 14, 2019
Marlowe Partners LP 3,800 $4,115k Jun 30, 2019 Aug 13, 2019
Aravt Global LLC 40,000 $43,312k Jun 30, 2019 Aug 14, 2019
AO Asset Management LP 14,048 $15,211k Jun 30, 2019 Aug 13, 2019
Capital Planning Advisors LLC 5,152 $5,579k Jun 30, 2019 Aug 9, 2019
QUAD Capital Management Advisors LLC 2,647 $2,866k Jun 30, 2019 Aug 8, 2019
Chartwell Investment Partners LLC 3,696 $4,002k Jun 30, 2019 Aug 19, 2019
Measured Wealth Private Client Group LLC 264 $286k Jun 30, 2019 Jul 26, 2019
Marathon Trading Investment Management LLC 964 $1,044k Jun 30, 2019 Aug 14, 2019
Graticule Asia Macro Advisors LLC 18,500 $20,032k Put Jun 30, 2019 Aug 14, 2019
Cardan Capital Partners LLC 393 $426k Jun 30, 2019 Jul 16, 2019
Lagoda Investment Management LP 144 $156k Jun 30, 2019 Aug 14, 2019
Ostrum Asset Management US LLC 25,744 $30,298k Mar 31, 2019 May 15, 2019
Bowie Capital Management LLC 13,310 $14,412k Jun 30, 2019 Aug 9, 2019
Cypress Capital LLC 570 $617k Jun 30, 2019 Aug 15, 2019
LONG ROAD Investment Counsel LLC 2,583 $2,797k Jun 30, 2019 Aug 9, 2019
GWM Advisors LLC 3,624 $3,924k Jun 30, 2019 Aug 5, 2019
Kaizen Advisory LLC 811 $847k Dec 31, 2018 Feb 15, 2019
DAVY Asset Management Limited 9,170 $9,929k Jun 30, 2019 Jul 19, 2019
Good Life Advisors LLC 457 $490k Jun 30, 2019 Aug 6, 2019
Granite Financial Partners LLC 4,259 $4,612k Jun 30, 2019 Aug 7, 2019
Crescent Park Management LP 3,765 $4,077k Jun 30, 2019 Aug 13, 2019
Cidel Asset Management Inc 536 $580k Jun 30, 2019 Aug 12, 2019
Boston Private Wealth LLC 30 $32k Jun 30, 2019 Jul 10, 2019
Stokes & Hubbell Capital Management LLC 845 $994k Mar 31, 2019 Apr 24, 2019
PFG Advisors LLC 607 $756k Jun 30, 2019 Aug 5, 2019
Cottage Street Advisors LLC 1,583 $1,714k Jun 30, 2019 Aug 2, 2019
Hosking Partners LLP 11,509 $12,462k Jun 30, 2019 Aug 13, 2019
Bruderman Asset Management LLC 4,069 $4,406k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 7,321 $7,927k Jun 30, 2019 Aug 7, 2019
Mirador Capital Partners LP 2,733 $2,959k Jun 30, 2019 Aug 6, 2019
Amplify Investments LLC 4,732 $4,908k Mar 31, 2018 May 14, 2018
William Blair Investment Management LLC 157,659 $170,713k Jun 30, 2019 Aug 9, 2019
Apertura Capital LLC 13,000 $14,076k Jun 30, 2019 Aug 12, 2019
Veritas Asset Management LLP 1,028,976 $1,114,175k Jun 30, 2019 Aug 8, 2019
Carillon Tower Advisers Inc 13,214 $14,308k Jun 30, 2019 Aug 8, 2019
Bishop Rock Capital LP 12,545 $13,584k Jun 30, 2019 Aug 14, 2019
Foundations Investment Advisors LLC 1,119 $1,257k Jun 30, 2019 Jul 8, 2019
Aries Wealth Management LLC 1,142 $1,294k Jun 30, 2019 Jul 15, 2019
Ellevest Inc 232 $251k Jun 30, 2019 Aug 20, 2019
Dedora Capital Inc 2,032 $2,200k Jun 30, 2019 Aug 8, 2019
DB Root & Company LLC 837 $906k Jun 30, 2019 Jul 19, 2019
Castle Rock Wealth Management LLC 649 $682k Jun 30, 2019 Aug 8, 2019
Port Capital LLC 2,075 $2,247k Jun 30, 2019 Aug 14, 2019
Stony Point Wealth Management Inc 248 $284k Jun 30, 2019 Jul 23, 2019
Tortoise Index Solutions LLC 110 $119k Jun 30, 2019 Aug 14, 2019
Dorchester Wealth Management Company 274 $297k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 1,784 $1,932k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 7,828 $8,476k Jun 30, 2019 Aug 7, 2019
Cryder Capital Partners LLP 16,457 $17,820k Jun 30, 2019 Aug 6, 2019
Mccollum Christoferson Group LLC 3,826 $4,143k Jun 30, 2019 Jul 11, 2019
ETF Managers Group LLC 3,627 $3,905k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 5,048 $5,466k Jun 30, 2019 Jul 31, 2019
Quadrant Private Wealth Management LLC 379 $410k Jun 30, 2019 Aug 13, 2019
Stewardship Advisors LLC 629 $681k Jun 30, 2019 Aug 12, 2019
Blue CHIP Wealth Management Inc 713 $772k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 291 $315k Jun 30, 2019 Aug 8, 2019
Adams Diversified Equity Fund Inc 27,400 $29,669k Jun 30, 2019 Jul 29, 2019
FORT PITT Capital Group LLC 1,146 $1,241k Jun 30, 2019 Aug 9, 2019
Eaton Vance Management International Limited 454,715 $492,363k Jun 30, 2019 Aug 16, 2019
Carlson Capital Management LLC 338 $366k Jun 30, 2019 Jul 15, 2019
Patton Albertson Miller Group LLC 2,565 $3,049k Jun 30, 2019 Aug 12, 2019
Altman Advisors Inc 456 $494k Jun 30, 2019 Jul 12, 2019
Marietta Wealth Management LLC 3,424 $3,708k Jun 30, 2019 Aug 14, 2019
SWS Partners LLC 1,265 $1,451k Jun 30, 2019 Aug 13, 2019
Stansberry Asset Management LLC 6,259 $6,777k Jun 30, 2019 Aug 14, 2019
Pagnatokarp Partners LLC 492 $533k Jun 30, 2019 Aug 8, 2019
KJ Harrison & Partners USA Inc 3,228 $3,495k Jun 30, 2019 Aug 5, 2019
Sitrin Capital Management LLC 5,726 $6,200k Jun 30, 2019 Jul 17, 2019
Moloney Securities Asset Management LLC 2,805 $3,037k Jun 30, 2019 Jul 29, 2019
Summit X 2,184 $2,358k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 28,228 $30,565k Jun 30, 2019 Jul 8, 2019
Gilbert & COOK Inc 485 $525k Jun 30, 2019 Aug 5, 2019
Oribel Capital Management LP 1,700 $1,841k Call Jun 30, 2019 Aug 14, 2019
Arlington Financial Advisors LLC 1,568 $1,698k Jun 30, 2019 Aug 5, 2019
URSA Fund Management LLC 200,000 $216,560k Call Jun 30, 2019 Jul 30, 2019
SCP Investment LP 12,200 $13,211k Jun 30, 2019 Aug 6, 2019
Carnick & Kubik Group LLC 5,385 $5,831k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 2,176 $2,356k Jun 30, 2019 Jul 11, 2019
Circle ROAD Advisors LP 1,970 $2,133k Jun 30, 2019 Aug 7, 2019
Lyell Wealth Management LP 5,571 $6,032k Jun 30, 2019 Aug 1, 2019
Arjuna Capital LLC 5,206 $5,637k Jun 30, 2019 Aug 21, 2019
GQG Partners LLC 62,290 $67,448k Jun 30, 2019 Aug 14, 2019
MANA Advisors LLC 297 $322k Jun 30, 2019 Aug 14, 2019
Quattro Financial Advisors LLC 7,617 $8,725,121k Jun 30, 2019 Jul 26, 2019
180 Wealth Advisors LLC 1,737 $2,105k Jun 30, 2019 Aug 5, 2019
Heritage Financial LLC 3,293 $3,566k Jun 30, 2019 Aug 13, 2019
Sicart Associates LLC 2,474 $2,679k Jun 30, 2019 Jul 23, 2019
WSFS Capital Management LLC 400 $433k Jun 30, 2019 Aug 14, 2019
Aristotle Atlantic Partners LLC 2,978 $3,225k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 6,277 $6,797k Jun 30, 2019 Jul 19, 2019
Ruane Cunniff & Goldfarb LP 278,424 $301,478k Jun 30, 2019 Aug 14, 2019
Maytech Global Investments LLC 4,760 $5,154k Jun 30, 2019 Aug 12, 2019
Strategic Global Advisors LLC 658 $712k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 32,642 $35,345k Jun 30, 2019 Aug 14, 2019
Centiva Capital LP 1,600 $1,732k Call Jun 30, 2019 Aug 13, 2019
ALL Terrain Financial Advisors LLC 580 $628k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 4,201 $4,091,000k Sep 30, 2017 Nov 14, 2017
Cfo4Life Group LLC 1,133 $1,227k Jun 30, 2019 Jul 29, 2019
Jordan Park Group LLC 226 $245k Jun 30, 2019 Jul 22, 2019
Holocene Advisors LP 33,200 $35,949k Put Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 1,301 $1,409k Jun 30, 2019 Aug 5, 2019
Prime Capital Investment Advisors LLC 2,285 $2,474k Jun 30, 2019 Aug 6, 2019
Cypress Wealth Services LLC 1,564 $1,693k Jun 30, 2019 Jul 24, 2019
LGL Partners LLC 1,293 $1,400k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 852 $924k Jun 30, 2019 Aug 2, 2019
Wells Trecaso Financial Group LLC 3,325 $3,600k Jun 30, 2019 Jul 22, 2019
Arnhold LLC 9,324 $10,096k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 238 $274k Jun 30, 2019 Jul 17, 2019
JGP Wealth Management LLC 240 $260k Jun 30, 2019 Jul 15, 2019
Boothe Investment Group Inc 2,776 $3,006k Jun 30, 2019 Jul 2, 2019
Truvestments Capital LLC 400 $433k Jun 30, 2019 Jul 15, 2019
Wealth Advisors Group LLC 8,177 $8,854k Jun 30, 2019 Aug 7, 2019
Vishria BIRD Financial Group LLC 5,488 $5,942k Jun 30, 2019 Jul 15, 2019
Mcguire Investment Group LLC 2,087 $2,260k Jun 30, 2019 Jul 25, 2019
Asset Advisors Investment Management LLC 5,209 $5,640k Jun 30, 2019 Jul 25, 2019
Piedmont Investment Advisors Inc 44,508 $48,193k Jun 30, 2019 Aug 14, 2019
Summit Financial LLC 35 $38k Jun 30, 2019 Jul 3, 2019
Private Counsel Group Ltd 459 $529k Jun 30, 2019 Jul 29, 2019
Moors & Cabot Inc 3,918 $4,229k Jun 30, 2019 Jul 18, 2019
van ECK Associates Corporation 31,620 $34,238k Jun 30, 2019 Aug 7, 2019
Calamos Advisors LLC 257,061 $278,346k Jun 30, 2019 Aug 7, 2019

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