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ALTRIA GROUP INC
(02209S103)

Funds Reporting Holdings of ALTRIA GROUP INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
First Manhattan Co 462,562 $21,902k Jun 30, 2019 Aug 16, 2019
VOYA Financial Advisors Inc 98,134 $4,701k Jun 30, 2019 Aug 14, 2019
Shufro ROSE & Co LLC 5,650 $268k Jun 30, 2019 Jul 24, 2019
Waters Parkerson & Co LLC 73,348 $3,473k Jun 30, 2019 Aug 6, 2019
Wiley Bros-Aintree Capital LLC 5,023 $238k Jun 30, 2019 Jul 10, 2019
KMS Financial Services Inc 98,004 $4,502k Sep 30, 2014 Nov 17, 2014
American Research & Management Company 83,420 $3,950k Jun 30, 2019 Jul 18, 2019
Lombard Odier Transatlantic Limited 1,000 $63k Sep 30, 2016 Nov 14, 2016
Abner Herrman & Brock LLC 9,188 $435k Jun 30, 2019 Jul 19, 2019
Cetera Advisors LLC 76,163 $3,593k Jun 30, 2019 Aug 12, 2019
Prospera Financial Services Inc 57,128 $2,712k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 2,314 $110k Jun 30, 2019 Aug 21, 2019
Rodgers Brothers Inc 6,053 $287k Jun 30, 2019 Aug 14, 2019
Wilmington Trust Investment Management LLC 49,353 $2,074k Jun 30, 2014 Aug 13, 2014
Sanders Morris Harris LLC 79,450 $3,772k Jun 30, 2019 Jul 10, 2019
Calton & Associates Inc 17,065 $808k Jun 30, 2019 Jul 9, 2019
Hunter Associates Investment Management LLC 21,701 $1,028k Jun 30, 2019 Aug 8, 2019
Hollencrest Capital Management LLC 2,336 $111k Jun 30, 2019 Jul 18, 2019
Deltec Asset Management LLC 77,487 $3,669k Jun 30, 2019 Jul 29, 2019
The Pacific Center FOR Financial Services 3,347 $158k Jun 30, 2019 Aug 15, 2019
BEL AIR Investment Advisors LLC 5,830 $200k Sep 30, 2013 Nov 12, 2013
Capital Investment Counsel Inc 6,664 $316k Jun 30, 2019 Jul 26, 2019
Chilton Capital Management LLC 6,709 $318k Jun 30, 2019 Aug 13, 2019
Dodge & COX 23,800 $1,127k Jun 30, 2019 Aug 13, 2019
SPC Financial Inc 8,395 $398k Jun 30, 2019 Aug 1, 2019
Whitnell & Co 3,000 $142k Jun 30, 2019 Jul 16, 2019
DEAN Investment Associates LLC 42,337 $2,005k Jun 30, 2019 Aug 14, 2019
Keystone Financial Planning Inc 100,687 $4,768k Jun 30, 2019 Aug 5, 2019
Cleararc Capital Inc 27,913 $1,322k Jun 30, 2019 Aug 7, 2019
Janus Capital Management LLC 16,315,211 $1,165,232k Mar 31, 2017 May 16, 2017
Ferguson Wellman Capital Management Inc 36,415 $1,724k Jun 30, 2019 Jul 16, 2019
Twin Capital Management Inc 124,498 $5,895k Jun 30, 2019 Aug 1, 2019
LEE Financial Group Hawaii Inc 16,169 $766k Jun 30, 2019 Jul 30, 2019
Clark Capital Management Group Inc 9,781 $463k Jun 30, 2019 Jul 12, 2019
BOYS Arnold & Company Inc 34,309 $1,625k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 27,591 $1,306k Jun 30, 2019 Jul 29, 2019
Salem Investment Counselors Inc 55,599 $2,633k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 4,943 $234k Jun 30, 2019 Jul 15, 2019
Parsec Financial Management Inc 8,492 $402k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 9,739 $461k Jun 30, 2019 Aug 5, 2019
Evergreen Capital Management LLC 9,665 $458k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 44,000 $2,083k Jun 30, 2019 Aug 2, 2019
Family Management Corporation 6,644 $315k Jun 30, 2019 Aug 14, 2019
Guardian Capital LP 5,274 $250k Jun 30, 2019 Aug 14, 2019
Yorktown Management and Research Co Inc 8,800 $417k Jun 30, 2019 Aug 2, 2019
Bridgewater Associates LP 154,475 $7,314k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 87,602 $4,148k Jun 30, 2019 Aug 12, 2019
Murphy Capital Management Inc 123,443 $5,845k Jun 30, 2019 Jul 22, 2019
Congress Asset Management Company LLP 6,269 $297k Jun 30, 2019 Aug 7, 2019
Wilmington Funds Management Corporation 61,450 $2,577k Jun 30, 2014 Aug 13, 2014
Sentry Investment Management LLC 33,000 $1,563k Jun 30, 2019 Aug 12, 2019
DF DENT and Company Inc 4,450 $211k Jun 30, 2019 Aug 15, 2019
Panagora Asset Management Inc 76,765 $3,635k Jun 30, 2019 Aug 9, 2019
Boyar Asset Management Inc 4,435 $210k Jun 30, 2019 Aug 6, 2019
Greatmark Investment Partners Inc 7,689 $364k Jun 30, 2019 Aug 5, 2019
Baldwin Brothers Inc 9,690 $459k Jun 30, 2019 Jul 19, 2019
Provise Management Group LLC 6,580 $312k Jun 30, 2019 Aug 9, 2019
YHB Investment Advisors Inc 4,266 $202k Jun 30, 2019 Jul 15, 2019
Accredited Investors Inc 9,845 $466k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 17,619 $834k Jun 30, 2019 Aug 13, 2019
AJO LP 346,174 $16,391k Jun 30, 2019 Aug 14, 2019
Cetera Investment Advisers LLC 48,623 $2,299k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 11,884 $563k Jun 30, 2019 Aug 8, 2019
Tocqueville Asset Management LP 23,051 $1,091k Jun 30, 2019 Jul 31, 2019
Sheets Smith Wealth Management 5,313 $252k Jun 30, 2019 Jul 12, 2019
Flippin Bruce & Porter Inc 7,650 $362k Jun 30, 2019 Aug 6, 2019
Legacy Capital Partners Inc 28,716 $1,360k Jun 30, 2019 Jul 16, 2019
Montag A & Associates Inc 10,722 $508k Jun 30, 2019 Aug 6, 2019
Schafer Cullen Capital Management Inc 1,720,574 $85,168k Jun 30, 2019 Jul 30, 2019
Torray LLC 41,170 $1,949k Jun 30, 2019 Aug 8, 2019
West Chester Capital Advisors Inc 23,871 $1,130k Jun 30, 2019 Jul 30, 2019
Klingenstein Fields & Co LLC 55,870 $2,645k Jun 30, 2019 Aug 12, 2019
IMS Capital Management Inc 8,525 $404k Jun 30, 2019 Aug 14, 2019
Regentatlantic Capital LLC 32,723 $1,549k Jun 30, 2019 Jul 23, 2019
First Foundation Advisors 12,589 $596k Jun 30, 2019 Aug 14, 2019
Horizon Asset Management LLC 36,746 $1,740k Jun 30, 2019 Aug 14, 2019
Shine Investment Advisory Services Inc 1,011 $48k Jun 30, 2019 Jul 25, 2019
Choate Investment Advisors LLC 9,723 $460k Jun 30, 2019 Aug 14, 2019
Gardner Russo & Gardner LLC 4,989,460 $236,251k Jun 30, 2019 Aug 13, 2019
BAHL & Gaynor Inc 597,005 $28,268k Jun 30, 2019 Aug 12, 2019
Thomas White International Ltd 1,820 $86k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 11,191 $530k Jun 30, 2019 Aug 6, 2019
Monarch Capital Management Inc 16,444 $779k Jun 30, 2019 Jul 31, 2019
Doliver Capital Advisors LP 47,545 $2,251k Jun 30, 2019 Jul 25, 2019
Morgan Dempsey Capital Management LLC 107,684 $5,099k Jun 30, 2019 Aug 8, 2019
Stearns Financial Services Group Inc 17,017 $806k Jun 30, 2019 Aug 14, 2019
Wright Investors Service Inc 7,462 $353k Jun 30, 2019 Aug 1, 2019
Signature Financial Management Inc 7,013 $347k Dec 31, 2018 Feb 13, 2019
Financial Counselors Inc 35,086 $1,661k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 53,246 $2,521k Jun 30, 2019 Aug 12, 2019
Cadence Capital Management LLC 59,991 $2,841k Jun 30, 2019 Aug 12, 2019
Plancorp LLC 9,236 $437k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 13,742 $651k Jun 30, 2019 Aug 8, 2019
The London Company of Virginia LLC 4,073,119 $192,862k Jun 30, 2019 Aug 14, 2019
Renaissance Technologies LLC 733,000 $34,708k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 6,268 $297k Jun 30, 2019 Jul 16, 2019
FRED Alger Management Inc 59,589 $2,822k Jun 30, 2019 Aug 14, 2019
Williams Jones & Associates LLC 17,603 $834k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 9,153 $433k Jun 30, 2019 Aug 2, 2019
The Burney Company 23,742 $1,124k Jun 30, 2019 Aug 12, 2019
Howard Capital Management Inc 38,610 $1,828k Jun 30, 2019 Jul 24, 2019
Staley Capital Advisers Inc 14,647 $694k Jun 30, 2019 Aug 9, 2019
Northstar Asset Management Inc 8,767 $415k Jun 30, 2019 Jul 16, 2019
Boston Family Office LLC 59,493 $2,817k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 89,004 $4,214k Jun 30, 2019 Jul 30, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 24,985 $1,183k Jun 30, 2019 Aug 9, 2019
Payden & Rygel 220,284 $10,430k Jun 30, 2019 Aug 6, 2019
Security Asset Management Inc 11,649 $552k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 25,037 $1,186k Jun 30, 2019 Aug 5, 2019
Meritage Portfolio Management Inc 21,790 $1,032k Jun 30, 2019 Jul 30, 2019
Savant Capital LLC 20,515 $971k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 20,460 $969k Jun 30, 2019 Aug 2, 2019
Schaller Investment Group Inc 9,025 $427k Jun 30, 2019 Aug 9, 2019
Eagle Global Advisors LLC 27,973 $1,325k Jun 30, 2019 Aug 13, 2019
Meyer Handelman Company LLC 97,482 $4,616k Jun 30, 2019 Jul 23, 2019
Sentry Management Inc 33,000 $1,563k Jun 30, 2019 Aug 12, 2019
Conning Inc 588,553 $27,868k Jun 30, 2019 Jul 25, 2019
United Asset Strategies Inc 19,749 $935k Jun 30, 2019 Jul 31, 2019
BSW Wealth Partners LLC 4,311 $204k Jun 30, 2019 Aug 13, 2019
Steinberg Global Asset Management Ltd 25,201 $1,447k Mar 31, 2019 Apr 24, 2019
SFMG LLC 12,475 $622k Jun 30, 2019 Aug 5, 2019
Woodley Farra Manion Portfolio Management Inc 51,850 $2,455k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 8,053 $381k Jun 30, 2019 Jul 22, 2019
Parthenon LLC 51,945 $2,460k Jun 30, 2019 Jul 29, 2019
Confluence Wealth Management LLC 4,234 $200k Jun 30, 2019 Aug 9, 2019
Summit Financial Strategies Inc 6,391 $303k Jun 30, 2019 Aug 8, 2019
KLCM Advisors Inc 7,641 $362k Jun 30, 2019 Aug 15, 2019
Cornercap Investment Counsel Inc 47 $2k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 5,549 $263k Jun 30, 2019 Aug 8, 2019
Murphy Middleton Hinkle & Parker Inc 6,969 $330k Jun 30, 2019 Jul 15, 2019
Hutner Capital Management Inc 96,786 $4,583k Jun 30, 2019 Aug 7, 2019
Viking Fund Management LLC 106,000 $5,019k Jun 30, 2019 Jul 16, 2019
Auxier Asset Management LLC 157,464 $7,456k Jun 30, 2019 Aug 15, 2019
Oakbrook Investments LLC 68,536 $3,245k Jun 30, 2019 Jul 18, 2019
Bridges Investment Management Inc 56,123 $2,657k Jun 30, 2019 Aug 7, 2019
Clifford SWAN Investment Counsel LLC 133,048 $6,300k Jun 30, 2019 Aug 13, 2019
Corda Investment Management LLC 24,877 $1,177k Jun 30, 2019 Aug 9, 2019
Valmark Advisers Inc 26,577 $1,258k Jun 30, 2019 Aug 7, 2019
Laffer Investments Inc 12,064 $571,230k Jun 30, 2019 Aug 15, 2019
Private Vista LLC 5,287 $250k Jun 30, 2019 Jul 19, 2019
Shamrock Asset Management LLC 841 $40k Jun 30, 2019 Aug 9, 2019
Hall Capital Management Company Inc 23,377 $1,107k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 6,079 $288k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 9,252 $438k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 11,449 $542k Jun 30, 2019 Aug 6, 2019
Homrich & BERG Inc 32,826 $1,554k Jun 30, 2019 Aug 5, 2019
Capital Guardian Trust Company 46,340 $2,210k Jun 30, 2019 Aug 14, 2019
Midas Management Corporation 3,250 $154k Jun 30, 2019 Jul 9, 2019
ICON Advisers Inc 35,100 $1,662k Jun 30, 2019 Aug 2, 2019
Affinity Investment Advisors LLC 106,076 $5,023k Jun 30, 2019 Aug 8, 2019
Badgley Phelps and Bell Inc 4,506 $213k Jun 30, 2019 Jul 30, 2019
Cornerstone Wealth Management LLC 842 $40k Jun 30, 2019 Aug 2, 2019
Foothills Asset Management Ltd 53,554 $2,536k Jun 30, 2019 Jul 17, 2019
Blue FIN Capital Inc 13,186 $624k Jun 30, 2019 Jul 22, 2019
Court Place Advisors LLC 8,098 $383k Jun 30, 2019 Jul 30, 2019
RNC Capital Management LLC 669,998 $31,724k Jun 30, 2019 Jul 25, 2019
HCR Wealth Advisors 22,238 $1,053k Jun 30, 2019 Jul 25, 2019
Douglass Winthrop Advisors LLC 17,468 $827k Jun 30, 2019 Jul 10, 2019
Grassi Investment Management LLC 121,406 $5,749k Jun 30, 2019 Jul 10, 2019
Lejeune Puetz Investment Counsel 6,985 $331k Jun 30, 2019 Jul 29, 2019
MARK Sheptoff Financial Planning LLC 300 $14k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 8,284 $392k Jun 30, 2019 Aug 14, 2019
Wrapmanager Inc 20,458 $969k Jun 30, 2019 Jul 31, 2019
Seizert Capital Partners LLC 148,151 $7,015k Jun 30, 2019 Aug 6, 2019
Capital Counsel LLC 6,664 $316k Jun 30, 2019 Jul 26, 2019
Meristem Family Wealth LLC 8,908 $422k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 8,767 $415k Jun 30, 2019 Jul 16, 2019
Bristlecone Advisors LLC 7,213 $342k Jun 30, 2019 Jul 19, 2019
Northpointe Capital LLC 77,709 $3,680k Jun 30, 2019 Jul 26, 2019
Chicago Equity Partners LLC 48,110 $2,278k Jun 30, 2019 Aug 2, 2019
TODD Asset Management LLC 395,236 $18,714k Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 550 $26k Jun 30, 2019 Jul 3, 2019
Smith & Howard Wealth Management LLC 4,763 $226k Jun 30, 2019 Jul 23, 2019
Horizon Investments LLC 7,428 $352k Jun 30, 2019 Aug 14, 2019
Northcoast Asset Management LLC 27,261 $1,291k Jun 30, 2019 Aug 14, 2019
Gables Capital Management Inc 7,957 $377k Jun 30, 2019 Jul 31, 2019
Strategic Financial Services Inc 12,818 $607k Jun 30, 2019 Aug 13, 2019
Woodmont Investment Counsel LLC 4,835 $229k Jun 30, 2019 Aug 14, 2019
MAI Capital Management LLC 138,547 $6,560k Jun 30, 2019 Aug 15, 2019
Financial Advisory Service Inc 7,268 $344k Jun 30, 2019 Jul 25, 2019
Guardian Capital Advisors LP 11,025 $542k Jun 30, 2019 Aug 14, 2019
Sandler Capital Management 370,000 $17,520k Put Jun 30, 2019 Aug 14, 2019
LSV Asset Management 2,198,369 $104,092k Jun 30, 2019 Aug 8, 2019
Strategy Asset Managers LLC 139,705 $6,615k Jun 30, 2019 Aug 14, 2019
Oarsman Capital Inc 5,784 $274k Jun 30, 2019 Aug 13, 2019
Appleton Partners Inc 4,568 $216k Jun 30, 2019 Jul 25, 2019
Daiwa SB Investments Ltd 81,380 $4,674k Mar 31, 2019 Apr 18, 2019
TDAM USA Inc 201,437 $9,538k Jun 30, 2019 Aug 1, 2019
Keating Investment Counselors Inc 18,215 $862k Jun 30, 2019 Aug 1, 2019
SOL Capital Management Co 4,604 $218k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 8,016 $380k Jun 30, 2019 Aug 21, 2019
Crawford Investment Counsel Inc 312,427 $14,793k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 29,776 $1,410k Jun 30, 2019 Aug 13, 2019
Butensky & Cohen Financial Security Inc 36,269 $1,717k Jun 30, 2019 Jul 12, 2019
Mairs and Power Inc 4,392 $208k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 9,393 $445k Jun 30, 2019 Aug 13, 2019
First Heartland Consultants Inc 12,477 $591k Jun 30, 2019 Aug 12, 2019
ZWJ Investment Counsel Inc 19,422 $920k Jun 30, 2019 Jul 24, 2019
The Northstar Group Inc 7,169 $339k Jun 30, 2019 Jul 12, 2019
James Investment Research Inc 746 $35k Jun 30, 2019 Jul 24, 2019
Hendley & Co Inc 12,050 $571k Jun 30, 2019 Aug 8, 2019
Harvey Investment Company LLC 9,317 $441k Jun 30, 2019 Jul 16, 2019
Saratoga Research & Investment Management 5,300 $251k Jun 30, 2019 Jul 24, 2019
Bailard Inc 5,797 $274k Jun 30, 2019 Jul 26, 2019
Pinnacle Associates Ltd 111,604 $5,284k Jun 30, 2019 Aug 5, 2019
Eagle Asset Management Inc 2,209,735 $104,630k Jun 30, 2019 Aug 6, 2019
Valicenti Advisory Services Inc 31,688 $1,500k Jun 30, 2019 Jul 17, 2019
Hennessy Advisors Inc 154,700 $7,325k Jun 30, 2019 Jul 11, 2019
Brandywine Global Investment Management LLC 1,664,165 $78,799k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 12,186 $577k Jun 30, 2019 Jul 26, 2019
Zacks Investment Management Inc 701,577 $33,220k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 13,358 $633k Jun 30, 2019 Jul 10, 2019
Grandfield & DODD LLC 10,572 $501k Jun 30, 2019 Jul 29, 2019
Benin Management Corp 5,010 $237k Jun 30, 2019 Jul 31, 2019
LEE Danner & BASS Inc 45,315 $2,146k Jun 30, 2019 Jul 30, 2019
NTV Asset Management LLC 12,445 $589k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 52,329 $3,897k Jun 30, 2017 Aug 15, 2017
Sonata Capital Group Inc 6,764 $320k Jun 30, 2019 Aug 5, 2019
COHO Partners Ltd 2,013,977 $95,362k Jun 30, 2019 Aug 8, 2019
Terra NOVA Asset Management LLC 29,104 $1,437k Dec 31, 2018 Feb 15, 2019
Bouchey Financial Group Ltd 6,989 $331k Jun 30, 2019 Jul 11, 2019
RAAB & Moskowitz Asset Management LLC 15,409 $729k Jun 30, 2019 Aug 9, 2019
Cambridge Financial Group Inc 1,000 $47k Jun 30, 2019 Jul 29, 2019
Advisors Capital Management LLC 186,861 $8,848k Jun 30, 2019 Aug 15, 2019
South Street Advisors LLC 8,700 $412k Jun 30, 2019 Jul 22, 2019
Bank of Hawaii 600 $28k Jun 30, 2019 Aug 15, 2019
Morningstar Investment Services LLC 233,702 $11,066k Jun 30, 2019 Aug 13, 2019
Avalon Advisors LLC 1,199,067 $56,776k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 111,721 $5,290k Jun 30, 2019 Jul 30, 2019
Mission Wealth Management LP 24,522 $1,161k Jun 30, 2019 Aug 9, 2019
Cullen Capital Management LLC 691,215 $32,729k Jun 30, 2019 Jul 30, 2019
Affiance Financial LLC 6,925 $328k Jun 30, 2019 Jul 11, 2019
Heritage Investment Group Inc 2,300 $109k Jun 30, 2019 Aug 13, 2019
Tufton Capital Management LLC 44,070 $2,086k Jun 30, 2019 Jul 26, 2019
Partnervest Advisory Services LLC 6,250 $296k Jun 30, 2019 Aug 7, 2019
Princeton Capital Management LLC 800 $38k Jun 30, 2019 Aug 12, 2019
Callahan Advisors LLC 7,587 $359k Jun 30, 2019 Jul 17, 2019
Burgundy Asset Management Ltd 30,048 $1,423k Jun 30, 2019 Aug 14, 2019
Advisor Partners LLC 56,846 $2,692k Jun 30, 2019 Jul 26, 2019
Welch & Forbes LLC 22,771 $1,078k Jun 30, 2019 Jul 12, 2019
Green Square Capital LLC 25,984 $1,230k Jun 30, 2019 Aug 14, 2019
Legacy Financial Advisors Corporation 6,827 $329k Jun 30, 2019 Jul 15, 2019
Premier Asset Management LLC 13,000 $615k Jun 30, 2019 Aug 7, 2019
Hendershot Investments Inc 6,745 $319k Jun 30, 2019 Jul 31, 2019
Tower Bridge Advisors Inc 15,350 $726,823k Jun 30, 2019 Aug 6, 2019
Windsor Capital Management LLC 5,330 $252k Jun 30, 2019 Aug 2, 2019
van Hulzen Asset Management LLC 158,999 $7,529k Jun 30, 2019 Aug 8, 2019
Benedict Financial Advisors Inc 103,899 $4,920k Jun 30, 2019 Aug 1, 2019
Johnson Investment Counsel Inc 80,586 $3,815k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 1,000 $47k Jun 30, 2019 Jul 29, 2019
North Star Investment Management Corporation 26,528 $1,256k Jun 30, 2019 Jul 15, 2019
Sequoia Financial Advisors LLC 19,435 $920k Jun 30, 2019 Jul 31, 2019
WP Advisors LLC 15,118 $716k Jun 30, 2019 Jul 23, 2019
Sheaff Brock Investment Advisors LLC 83,926 $3,974k Jun 30, 2019 Jul 31, 2019
Wallace Capital Management Inc 4,390 $208k Jun 30, 2019 Aug 12, 2019
Vigilant Capital Management LLC 293 $14k Jun 30, 2019 Jul 18, 2019
Brown Advisory Securities LLC 14,040 $665k Jun 30, 2019 Aug 12, 2019
First National Corporation 8,392 $397k Jun 30, 2019 Jul 22, 2019
Lifeplan Financial Group Inc 6,715 $318k Jun 30, 2019 Jul 15, 2019
Baker Ellis Asset Management LLC 4,850 $230k Jun 30, 2019 Aug 12, 2019
Altavista Wealth Management Inc 17,356 $822k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 14,740 $698k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 8,388 $394k Jun 30, 2019 Aug 2, 2019
American Asset Management Inc 11,633 $551k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 58,370 $2,764k Jun 30, 2019 Aug 9, 2019
The Caprock Group Inc 18,301 $881k Jun 30, 2019 Jul 23, 2019
Allen Investment Management LLC 10,555 $500k Jun 30, 2019 Aug 12, 2019
Ancora Family Wealth Advisors LLC 15,186 $960k Sep 30, 2016 Nov 4, 2016
Johnson Financial Group LLC 592 $28k Jun 30, 2019 Aug 9, 2019
Interactive Financial Advisors Inc 700 $33k Jun 30, 2019 Jul 17, 2019
Algert Global LLC 5,161 $244k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 500 $2k Call Jun 30, 2019 Aug 7, 2019
Strategic Advisors LLC 15,577 $737k Jun 30, 2019 Jul 22, 2019
Fernwood Investment Management LLC 72,246 $3,421k Jun 30, 2019 Aug 1, 2019
Vantage Advisors LLC 5,675 $312k Sep 30, 2018 Nov 9, 2018
Private Wealth Advisors Inc 42,229 $2,000k Jun 30, 2019 Aug 7, 2019
Texas Yale Capital Corp 79,654 $3,772k Jun 30, 2019 Jul 24, 2019
STA Wealth Management LLC 9,532 $451k Jun 30, 2019 Aug 14, 2019
Institute FOR Wealth Management LLC 21,431 $1,015k Jun 30, 2019 Aug 2, 2019
Chickasaw Capital Management LLC 4,900 $232k Jun 30, 2019 Jul 15, 2019
Annex Advisory Services LLC 14,231 $674k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 4,910 $232k Jun 30, 2019 Jul 12, 2019
Smith Salley & Associates LLC 11,251 $533k Jun 30, 2019 Jul 12, 2019
Nelson Roberts Investment Advisors LLC 1,646 $78k Jun 30, 2019 Jul 25, 2019
Dividend Assets Capital LLC 7,048 $334k Jun 30, 2019 Jul 12, 2019
Wealth Advisors Inc 42,229 $2,000k Jun 30, 2019 Aug 7, 2019
E & G Advisors LP 11,346 $537k Jun 30, 2019 Jul 12, 2019
Veritable LP 118,715 $5,621k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 119,285 $5,648k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 5,117 $242k Jun 30, 2019 Aug 12, 2019
The Rikoon Group LLC 9,374 $451k Jun 30, 2019 Aug 6, 2019
Epoch Investment Partners Inc 1,333,746 $63,153k Jun 30, 2019 Aug 13, 2019
Poehling Capital Management Inc 31,872 $1,509k Jun 30, 2019 Aug 9, 2019
Andesa Financial Management Inc 7,560 $357k Jun 30, 2019 Jul 30, 2019
USA Mutuals Advisors Inc 127,000 $6,013k Jun 30, 2019 Aug 5, 2019
Burleson & Company LLC 37,995 $1,819k Jun 30, 2019 Aug 5, 2019
Cranbrook Wealth Management LLC 2,367 $112k Jun 30, 2019 Aug 7, 2019
Global Financial Private Capital LLC 212,256 $10,220k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 13,053 $618k Jun 30, 2019 Aug 13, 2019
Bridgecreek Investment Management LLC 37,125 $1,758k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 82,128 $4,468k Sep 30, 2015 Nov 16, 2015
Maryland Capital Management LLC 595 $28k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 64,386 $2,958k Sep 30, 2014 Nov 14, 2014
Bowling Portfolio Management LLC 52,850 $2,502k Jun 30, 2019 Jul 25, 2019
West Branch Capital LLC 14,195 $672k Jun 30, 2019 Aug 5, 2019
Level Four Advisory Services LLC 29,411 $1,393k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 425,530 $20,149k Jun 30, 2019 Aug 15, 2019
RMB Capital Management LLC 9,452 $447k Jun 30, 2019 Aug 13, 2019
Mckinley Carter Wealth Services Inc 16,005 $758k Jun 30, 2019 Aug 2, 2019
Evanson Asset Management LLC 18,301 $867k Jun 30, 2019 Jul 11, 2019
Strategic Investment Advisors LLC 15,577 $737k Jun 30, 2019 Jul 22, 2019
Ziegler Capital Management LLC 104,264 $3,581k Sep 30, 2013 Nov 6, 2013
Polar Capital LLP 920,614 $43,591k Jun 30, 2019 Aug 14, 2019
Baugh & Associates LLC 62,039 $2,938k Jun 30, 2019 Jul 23, 2019
Interocean Capital LLC 8,933 $423k Jun 30, 2019 Aug 13, 2019
Ifrah Financial Services Inc 6,878 $326k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 264,379 $12,518k Jun 30, 2019 Aug 12, 2019
AFT Forsyth and Company Inc 4,693 $222k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 15,987 $757k Jun 30, 2019 Jul 9, 2019
Omnistar Financial Group Inc 46,221 $2,189k Jun 30, 2019 Jul 30, 2019
Marble Harbor Investment Counsel LLC 6,283 $298k Jun 30, 2019 Aug 7, 2019
GLG LLC 25,000 $1,785k Dec 31, 2017 Feb 14, 2018
Traynor Capital Management Inc 29,653 $1,413k Jun 30, 2019 Jul 26, 2019
BLB & B Advisors LLC 11,705 $554k Jun 30, 2019 Jul 29, 2019
Lehman Financial Resources Inc 4,633 $279k Sep 30, 2018 Nov 14, 2018
Donald L Hagan LLC 5,187 $246k Jun 30, 2019 Jul 18, 2019
Grace Capital 21,175 $1,003k Jun 30, 2019 Aug 14, 2019
Clarivest Asset Management LLC 12 $1k Jun 30, 2019 Aug 16, 2019
Oak Asset Management LLC 25,219 $1,253k Jun 30, 2019 Jul 25, 2019
Legacy Advisors LLC 6,827 $329k Jun 30, 2019 Jul 15, 2019
Concorde Asset Management LLC 3,656 $173k Jun 30, 2019 Aug 8, 2019
Folger Nolan Fleming Douglas Capital Management Inc 4,400 $208k Jun 30, 2019 Aug 9, 2019
BHK Investment Advisors LLC 6,762 $320k Jun 30, 2019 Aug 2, 2019
Larson Financial Group LLC 214 $10k Jun 30, 2019 Jul 16, 2019
Hoylecohen LLC 18,589 $880k Jun 30, 2019 Aug 9, 2019
Brookstone Capital Management LLC 61,062 $2,891k Jun 30, 2019 Jul 25, 2019
Cambria Investment Management LP 82,641 $3,913k Jun 30, 2019 Aug 12, 2019
Private Wealth Advisors LLC 42,229 $2,000k Jun 30, 2019 Aug 7, 2019
Cornerstone Advisory LLC 6,207 $294k Jun 30, 2019 Aug 8, 2019
Managed Account Advisors LLC 1,927,104 $94,255k Jun 30, 2015 Aug 14, 2015
Ashfield Capital Partners LLC 21,813 $1,033k Jun 30, 2019 Jul 29, 2019
Accurate Investment Solutions Inc 492 $23k Jun 30, 2019 Jul 12, 2019
Buckingham Asset Management LLC 30,552 $1,447k Jun 30, 2019 Aug 5, 2019
Miracle MILE Advisors LLC 74,082 $3,508k Jun 30, 2019 Aug 7, 2019
Checchi Capital Advisers LLC 22,395 $1,060k Jun 30, 2019 Aug 6, 2019
Atria Investments LLC 51,189 $2,360k Jun 30, 2019 Aug 26, 2019
Gilman Hill Asset Management LLC 4,688 $222k Jun 30, 2019 Jul 17, 2019
Stratford Consulting LLC 7,996 $379k Jun 30, 2019 Aug 2, 2019
PURE Financial Advisors Inc 5,368 $254k Jun 30, 2019 Jul 11, 2019
Frontier Wealth Management LLC 14,654 $694k Jun 30, 2019 Aug 16, 2019
ORCA Investment Management LLC 15,689 $743k Jun 30, 2019 Jul 17, 2019
Palladium Partners LLC 800 $38k Jun 30, 2019 Aug 7, 2019
Rmsincerbeaux Capital Management LLC 33,081 $1,566,385k Jun 30, 2019 Aug 9, 2019
Cubic Asset Management LLC 4,255 $201k Jun 30, 2019 Jul 29, 2019
Wealthtrust Axiom LLC 5,291 $250k Jun 30, 2019 Aug 7, 2019
Mcilrath & ECK LLC 624 $36k Jun 30, 2019 Aug 8, 2019
Gateway Investment Advisers LLC 842,946 $39,913k Jun 30, 2019 Jul 17, 2019
Tiedemann Advisors LLC 16,940 $817k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 21,717 $1,028k Jun 30, 2019 Aug 9, 2019
NWAM LLC 12,152 $575k Jun 30, 2019 Jul 18, 2019
Endurance Wealth Management Inc 13,850 $656k Jun 30, 2019 Jul 30, 2019
Triangle Securities Wealth Management 5,597 $275k Jun 30, 2019 Jul 10, 2019
Wespac Advisors LLC 11,229 $532k Jun 30, 2019 Jul 23, 2019
LaSalle Street Capital Management LLC 13,312 $630k Jun 30, 2019 Aug 8, 2019
Cohen Klingenstein LLC 51,605 $2,443k Jun 30, 2019 Jul 15, 2019
Evercore Wealth Management LLC 35,581 $1,685k Jun 30, 2019 Aug 13, 2019
Convergence Investment Partners LLC 87,807 $4,158k Jun 30, 2019 Jul 23, 2019
Wellington Shields & Co LLC 17,642 $835k Jun 30, 2019 Aug 8, 2019
Evermay Wealth Management LLC 6,635 $314k Jun 30, 2019 Jul 23, 2019
Hudock Capital Group LLC 3,740 $177k Jun 30, 2019 Jul 30, 2019
The Central Trust Bank 600 $28k Jun 30, 2019 Jul 16, 2019
Bienville Capital Management LLC 7,766 $374k Jun 30, 2019 Aug 14, 2019
Independent Franchise Partners LLP 5,051,510 $239,188k Jun 30, 2019 Aug 13, 2019
Congress Park Capital LLC 5,198 $259k Jun 30, 2019 Aug 2, 2019
Carnegie Capital Asset Management LLC 19,843 $940k Jun 30, 2019 Jul 24, 2019
Wellington Shields Capital Management LLC 13,181 $624k Jun 30, 2019 Aug 8, 2019
CAMG Solamere Management LLC 5,335 $253k Jun 30, 2019 Aug 13, 2019
Granite Investment Partners LLC 8,829 $418k Jun 30, 2019 Aug 7, 2019
Secrest Blakey & Associates LLC 17,206 $827k Jun 30, 2019 Aug 13, 2019
Dynamic Advisor Solutions LLC 81,321 $3,851k Jun 30, 2019 Aug 13, 2019
Strategic Investment Advisors Inc 15,577 $737k Jun 30, 2019 Jul 22, 2019
Charles Schwab Investment Advisory Inc 4,787,557 $226,691k Jun 30, 2019 Aug 12, 2019
Pathstone Family Office LLC 6,863 $326k Jun 30, 2019 Aug 14, 2019
USCA RIA LLC 129,840 $6,148k Jun 30, 2019 Aug 14, 2019
Successful Portfolios LLC 9,294 $440k Jun 30, 2019 Jul 11, 2019
Lucia Wealth Services LLC 775 $37k Jun 30, 2019 Jul 23, 2019
Joel Isaacson & Co LLC 12,580 $596k Jun 30, 2019 Jul 11, 2019
SNS Financial Group LLC 480 $23k Jun 30, 2019 Jul 26, 2019
QS Investors LLC 665,166 $31,496k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 7,168 $339k Jun 30, 2019 Jul 23, 2019
First National Bank of Omaha 14,132 $669k Jun 30, 2019 Jul 10, 2019
Stratos Wealth Partners Ltd 87,956 $4,165k Jun 30, 2019 Aug 6, 2019
Cowen Prime Services LLC 1,500 $71k Jun 30, 2019 Jul 31, 2019
Richard Bernstein Advisors LLC 147,398 $6,979k Jun 30, 2019 Aug 9, 2019
Arbor Wealth Management LLC 29,946 $1,418k Jun 30, 2019 Jul 16, 2019
Independence Advisors LLC 5,412 $256k Jun 30, 2019 Aug 12, 2019
FFCM LLC 73,838 $3,496k Jun 30, 2019 Jul 30, 2019
Spectrum Management Group Inc 3,563 $169k Jun 30, 2019 Aug 2, 2019
Altium Wealth Management LLC 16,024 $759k Jun 30, 2019 Jul 18, 2019
Vontobel Swiss Wealth Advisors AG 8,693 $412k Jun 30, 2019 Aug 12, 2019
Focused Wealth Management Inc 4,369 $207k Jun 30, 2019 Jul 19, 2019
American National Registered Investment Advisor Inc 14,147 $670k Jun 30, 2019 Aug 5, 2019
Personal Capital Advisors Corporation 9,089 $430k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 203,530 $9,637k Jun 30, 2019 Aug 13, 2019
Modera Wealth Management LLC 14,092 $667k Jun 30, 2019 Aug 7, 2019
Archon Partners LLC 79,910 $3,784k Jun 30, 2019 Aug 14, 2019
Highvista Strategies LLC 13,000 $616k Jun 30, 2019 Aug 14, 2019
Kavar Capital Partners LLC 66,727 $3,160k Jun 30, 2019 Aug 1, 2019
Independence Financial Advisors LLC 5,412 $256k Jun 30, 2019 Aug 12, 2019
Oxbow Advisors LLC 42,872 $2,030k Jun 30, 2019 Aug 7, 2019
Verition Fund Management LLC 32,188 $1,524k Jun 30, 2019 Aug 14, 2019
Quantitative Investment Management LLC 288,314 $13,651k Jun 30, 2019 Aug 14, 2019
Spectrum Group Management LLC 3,563 $169k Jun 30, 2019 Aug 2, 2019
Clear Perspective Advisors LLC 14,806 $701k Jun 30, 2019 Aug 12, 2019
Global Endowment Management LP 6,460 $306k Jun 30, 2019 Aug 12, 2019
Northstar Company LLC 7,169 $339k Jun 30, 2019 Jul 12, 2019
Prelude Capital Management LLC 3,877 $184k Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 4,339 $219k Jun 30, 2019 Aug 16, 2019
Investec Asset Management Limited 648,507 $85,036k Jun 30, 2019 Jul 30, 2019
RFG Advisory LLC 20,310 $958k Jun 30, 2019 Aug 23, 2019
Tokio Marine Asset Management USA Ltd 5,040 $239k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 6,827 $329k Jun 30, 2019 Jul 15, 2019
EFG Asset Management Americas Corp 16,905 $824k Jun 30, 2019 Jul 9, 2019
CWA Asset Management Group LLC 86,824 $4,111k Jun 30, 2019 Aug 13, 2019
Wealthplan Partners Inc 97,287 $4,551k Jun 30, 2019 Aug 19, 2019
SVA Plumb Wealth Management LLC 9,808 $464k Jun 30, 2019 Aug 13, 2019
Johanson Financial Advisors Inc 4,569 $218k Jun 30, 2019 Jul 29, 2019
The Colony Group LLC 46,297 $2,192k Jun 30, 2019 Aug 19, 2019
Alpha Cubed Investments LLC 11,352 $538k Jun 30, 2019 Jul 19, 2019
LVW Advisors LLC 51,822 $2,454k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 5,457 $258k Jun 30, 2019 Jul 29, 2019
Cipher Capital LP 9,825 $465k Jun 30, 2019 Aug 13, 2019
Element Capital Management LLC 63,446 $3,004k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 8,125 $389k Jun 30, 2019 Aug 9, 2019
Meridian Wealth Management LLC 26,732 $12,657k Jun 30, 2019 Jul 19, 2019
SRB Corporation 4,935 $234k Jun 30, 2019 Aug 14, 2019
Stevens Capital Management LP 205,984 $9,753k Jun 30, 2019 Jul 31, 2019
IFM Investors PTY Ltd 99,203 $4,697k Jun 30, 2019 Jul 16, 2019
GLG Partners LP 22,919 $1,637k Dec 31, 2017 Feb 14, 2018
Regent Investment Management LLC 6,357 $301k Jun 30, 2019 Jul 15, 2019
Yacktman Asset Management LP 22,500 $1,065k Jun 30, 2019 Aug 2, 2019
Segment Wealth Management LLC 88,211 $4,177k Jun 30, 2019 Jul 29, 2019
Canal Capital Management LLC 14,614 $692k Jun 30, 2019 Jul 31, 2019
Vestor Capital LLC 1,212 $57k Jun 30, 2019 Aug 6, 2019
Claraphi Advisory Network LLC 965 $46k Jun 30, 2019 Jul 29, 2019
Lakeview Capital Partners LLC 12,951 $613k Jun 30, 2019 Aug 5, 2019
Harwood Advisory Group LLC 4,373 $207k Jun 30, 2019 Aug 7, 2019
Cedar Wealth Management LLC 430,068 $20,364k Jun 30, 2019 Jul 24, 2019
Biltmore Family Office LLC 4,193 $202k Jun 30, 2019 Jul 31, 2019
Independent Advisor Alliance LLC 5,276 $0k Jun 30, 2019 Aug 12, 2019
FORT LP 46,835 $2,218k Jun 30, 2019 Aug 13, 2019
Ropes Wealth Advisors LLC 7,826 $371k Jun 30, 2019 Jul 31, 2019
Telemus Capital LLC 37,800 $1,763k Jun 30, 2019 Aug 9, 2019
Shepherd Financial Partners LLC 52,546 $2,488k Jun 30, 2019 Aug 5, 2019
Northstar Wealth Partners LLC 18,188 $861k Jun 30, 2019 Aug 15, 2019
Venturi Wealth Management LLC 4,407 $209k Jun 30, 2019 Aug 7, 2019
Oliver Luxxe Assets LLC 17,610 $864k Jun 30, 2019 Jul 10, 2019
Fluent Financial LLC 54,028 $2,558k Jun 30, 2019 Jul 29, 2019
Capital Bank and Trust Company 161,083 $7,649k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 1,000 $47k Jun 30, 2019 Jul 26, 2019
Gideon Capital Advisors Inc 30,154 $1,428k Jun 30, 2019 Aug 14, 2019
Capital Planning Advisors LLC 18,110 $858k Jun 30, 2019 Aug 9, 2019
KWMG LLC 46,926 $2,222k Jun 30, 2019 Jul 10, 2019
BRAY Capital Advisors LLC 200 $9k Jun 30, 2019 Jul 29, 2019
Chartwell Investment Partners LLC 100,000 $4,735k Jun 30, 2019 Aug 19, 2019
Measured Wealth Private Client Group LLC 5,886 $279k Jun 30, 2019 Jul 26, 2019
Acorn Wealth Advisors LLC 6,198 $289k Jun 30, 2019 Aug 14, 2019
Trexquant Investment LP 101,795 $4,820k Jun 30, 2019 Aug 9, 2019
Marathon Trading Investment Management LLC 64,000 $3,030k Jun 30, 2019 Aug 14, 2019
Cardan Capital Partners LLC 6,125 $290k Jun 30, 2019 Jul 16, 2019
Crescent Grove Advisors LLC 12,266 $591k Jun 30, 2019 Aug 6, 2019
Summit Financial Wealth Advisors LLC 10,844 $513k Jun 30, 2019 Jul 16, 2019
GWM Advisors LLC 38,032 $1,801k Jun 30, 2019 Aug 5, 2019
Kaizen Advisory LLC 5,054 $250k Dec 31, 2018 Feb 15, 2019
DAVY Asset Management Limited 45,280 $2,144k Jun 30, 2019 Jul 19, 2019
Good Life Advisors LLC 41,484 $1,965k Jun 30, 2019 Aug 6, 2019
First Wilshire Securities Management Inc 4,643 $220k Jun 30, 2019 Aug 14, 2019
Spiderrock Advisors LLC 73,900 $165k Put Jun 30, 2019 Jul 29, 2019
Granite Financial Partners LLC 8,829 $418k Jun 30, 2019 Aug 7, 2019
Boston Private Wealth LLC 51,267 $2,427k Jun 30, 2019 Jul 10, 2019
Stokes & Hubbell Capital Management LLC 32,858 $1,887k Mar 31, 2019 Apr 24, 2019
Hosking Partners LLP 216,865 $10,269k Jun 30, 2019 Aug 13, 2019
Bruderman Asset Management LLC 19,178 $908k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 11,776 $558k Jun 30, 2019 Aug 7, 2019
Mirador Capital Partners LP 20,058 $950k Jun 30, 2019 Aug 6, 2019
Carillon Tower Advisers Inc 364,370 $17,252k Jun 30, 2019 Aug 8, 2019
Foundations Investment Advisors LLC 7,059 $347k Jun 30, 2019 Jul 8, 2019
Aries Wealth Management LLC 5,500 $268k Jun 30, 2019 Jul 15, 2019
Ellevest Inc 1,490 $71k Jun 30, 2019 Aug 20, 2019
DB Root & Company LLC 20,375 $964k Jun 30, 2019 Jul 19, 2019
Stony Point Wealth Management Inc 27,552 $1,375k Jun 30, 2019 Jul 23, 2019
Dorchester Wealth Management Company 15,825 $749k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 34 $2k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 13,564 $642k Jun 30, 2019 Aug 7, 2019
ETF Managers Group LLC 351,193 $16,629k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 7,012 $332k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 20,245 $959k Jun 30, 2019 Aug 8, 2019
Epstein and White Financial LLC 10,307 $458k Jun 30, 2019 Jul 19, 2019
FORT PITT Capital Group LLC 18,992 $899k Jun 30, 2019 Aug 9, 2019
Patton Albertson Miller Group LLC 38,306 $1,768k Jun 30, 2019 Aug 12, 2019
Stansberry Asset Management LLC 259,355 $12,280k Jun 30, 2019 Aug 14, 2019
Pagnatokarp Partners LLC 12,003 $578k Jun 30, 2019 Aug 8, 2019
KJ Harrison & Partners USA Inc 31,500 $1,492k Jun 30, 2019 Aug 5, 2019
Moloney Securities Asset Management LLC 48,556 $2,299k Jun 30, 2019 Jul 29, 2019
Summit X 31,997 $1,522k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 10,352 $490k Jun 30, 2019 Jul 8, 2019
Point72 Asset Management LP 106,400 $5,038k Jun 30, 2019 Aug 14, 2019
Greystone Managed Investments Inc 200,306 $9,484k Jun 30, 2019 Jul 23, 2019
Gilbert & COOK Inc 4,282 $203k Jun 30, 2019 Aug 5, 2019
Bristol Advisors LLC 88,300 $5,071k Mar 31, 2019 Apr 29, 2019
Carnick & Kubik Group LLC 13,182 $624k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 16,682 $789k Jun 30, 2019 Jul 11, 2019
6 Meridian LLC 463,380 $21,941k Jun 30, 2019 Jul 12, 2019
MANA Advisors LLC 10,132 $480k Jun 30, 2019 Aug 14, 2019
180 Wealth Advisors LLC 6,302 $302k Jun 30, 2019 Aug 5, 2019
Heritage Financial LLC 2,300 $109k Jun 30, 2019 Aug 13, 2019
WE Donoghue & Co LLC 122,883 $5,819k Jun 30, 2019 Jul 23, 2019
Buckley Wealth Management LLC 9,785 $463k Jun 30, 2019 Jul 19, 2019
Keeley-Teton Advisors LLC 6,120 $290k Jun 30, 2019 Aug 12, 2019
ALL Terrain Financial Advisors LLC 4,451 $211k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 32,760 $2,078,000k Sep 30, 2017 Nov 14, 2017
Cfo4Life Group LLC 10,684 $506k Jun 30, 2019 Jul 29, 2019
Holocene Advisors LP 8,256 $391k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 18,720 $886k Jun 30, 2019 Aug 5, 2019
Towerpoint Wealth LLC 7,438 $350k Jun 30, 2019 Aug 7, 2019
Prime Capital Investment Advisors LLC 3,760 $178k Jun 30, 2019 Aug 6, 2019
Summit Wealth Advisors Inc 10,844 $513k Jun 30, 2019 Jul 16, 2019
Cypress Wealth Services LLC 77,435 $3,667k Jun 30, 2019 Jul 24, 2019
Arnhold LLC 67,695 $3,205k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 9,176 $455k Jun 30, 2019 Jul 17, 2019
Truvestments Capital LLC 23,326 $1,104k Jun 30, 2019 Jul 15, 2019
Wealth Advisors Group LLC 42,229 $2,000k Jun 30, 2019 Aug 7, 2019
Piedmont Investment Advisors Inc 244,108 $11,559k Jun 30, 2019 Aug 14, 2019
Summit Financial LLC 550 $26k Jun 30, 2019 Jul 3, 2019
Moors & Cabot Inc 25,960 $1,228k Jun 30, 2019 Jul 18, 2019
van ECK Associates Corporation 70,565 $3,341k Jun 30, 2019 Aug 7, 2019
Barrow Hanley Mewhinney & Strauss LLC 637,401 $30,181k Jun 30, 2019 Aug 19, 2019
Daiwa SB Investments USA Ltd 81,380 $4,674k Mar 31, 2019 Apr 18, 2019

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