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Amazon.com Inc
(023135106)

Funds Reporting Holdings of Amazon.com Inc according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Nikko Asset Management Americas Inc 90,638 $171,635k Jun 30, 2019 Jul 29, 2019
Waddell & REED Inc 410,887 $778,068k Jun 30, 2019 Aug 14, 2019
Foresters Investment Management Company Inc 6,555 $12,413k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 8,544 $16,179k Jun 30, 2019 Aug 16, 2019
Gilder Gagnon HOWE & Co LLC 221,247 $418,959k Jun 30, 2019 Aug 13, 2019
B Riley Wealth Management Inc 6,262 $11,858k Jun 30, 2019 Aug 14, 2019
VOYA Financial Advisors Inc 8,874 $16,898k Jun 30, 2019 Aug 14, 2019
Pecaut & Co 107 $203k Jun 30, 2019 Aug 8, 2019
Shufro ROSE & Co LLC 495 $937k Jun 30, 2019 Jul 24, 2019
Waters Parkerson & Co LLC 379 $718k Jun 30, 2019 Aug 6, 2019
Wiley Bros-Aintree Capital LLC 540 $1,023k Jun 30, 2019 Jul 10, 2019
KMS Financial Services Inc 5,390 $1,738k Sep 30, 2014 Nov 17, 2014
ARS Investment Partners LLC 12,408 $23,496k Jun 30, 2019 Aug 12, 2019
American Research & Management Company 2,478 $4,692k Jun 30, 2019 Jul 18, 2019
Abner Herrman & Brock LLC 2,394 $4,533k Jun 30, 2019 Jul 19, 2019
Prospera Financial Services Inc 5,439 $10,373k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 4,780 $9,052k Jun 30, 2019 Aug 6, 2019
Searle & Co 283 $536k Jun 30, 2019 Jul 17, 2019
Curbstone Financial Management Corporation 2,612 $4,946k Jun 30, 2019 Jul 9, 2019
Transamerica Financial Advisors Inc 2 $2k Jun 30, 2019 Aug 21, 2019
Rodgers Brothers Inc 263 $498k Jun 30, 2019 Aug 14, 2019
Fieldpoint Private Securities LLC 2,217 $4,198k Jun 30, 2019 Aug 14, 2019
Wilmington Trust Investment Management LLC 8,640 $2,806k Jun 30, 2014 Aug 13, 2014
Sanders Morris Harris LLC 178 $337k Jun 30, 2019 Jul 10, 2019
Calton & Associates Inc 1,171 $2,218k Jun 30, 2019 Jul 9, 2019
The WEIL Company 194 $367k Jun 30, 2019 Aug 12, 2019
Hunter Associates Investment Management LLC 230 $436k Jun 30, 2019 Aug 8, 2019
Horan Securities Inc 9 $17k Jun 30, 2019 Jul 24, 2019
Sunbelt Securities Inc 2,235 $4,232k Jun 30, 2019 Aug 1, 2019
Goelzer Investment Management Inc 1,004 $1,901k Jun 30, 2019 Jul 29, 2019
Hollencrest Capital Management LLC 7,383 $13,981k Jun 30, 2019 Jul 18, 2019
Deltec Asset Management LLC 13,317 $25,217k Jun 30, 2019 Jul 29, 2019
Harding Loevner LP 135,814 $257,181k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 19,072 $36,115k Jun 30, 2019 Jul 25, 2019
The Pacific Center FOR Financial Services 100 $189k Jun 30, 2019 Aug 15, 2019
Capital Investment Counsel Inc 4,654 $8,813k Jun 30, 2019 Jul 26, 2019
Chilton Capital Management LLC 17,641 $33,406k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 11,193 $21,195k Jun 30, 2019 Aug 14, 2019
Dodge & COX 530 $1,004k Jun 30, 2019 Aug 13, 2019
Financial Advantage Inc 30 $56k Jun 30, 2019 Jul 23, 2019
SPC Financial Inc 291 $551k Jun 30, 2019 Aug 1, 2019
Gillespie Robinson & Grimm Inc 16,195 $30,667k Jun 30, 2019 Jul 22, 2019
Whitnell & Co 644 $1,219k Jun 30, 2019 Jul 16, 2019
Cleararc Capital Inc 6,286 $11,903k Jun 30, 2019 Aug 7, 2019
Janus Capital Management LLC 934,956 $828,877k Mar 31, 2017 May 16, 2017
Dillon & Associates Inc 898 $1,701k Jun 30, 2019 Jul 22, 2019
Ferguson Wellman Capital Management Inc 6,332 $11,990k Jun 30, 2019 Jul 16, 2019
Howland Capital Management LLC 1,460 $2,765k Jun 30, 2019 Jul 17, 2019
Twin Capital Management Inc 17,235 $32,637k Jun 30, 2019 Aug 1, 2019
Sigma Investment Counselors Inc 5,314 $10,063k Jun 30, 2019 Jul 23, 2019
Clark Capital Management Group Inc 5,305 $10,046k Jun 30, 2019 Jul 12, 2019
North American Management Corp 472 $894k Jun 30, 2019 Jul 30, 2019
Clean Yield Group Inc 98 $186k Jun 30, 2019 Jul 22, 2019
BOYS Arnold & Company Inc 1,307 $2,475k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 8,789 $16,643k Jun 30, 2019 Jul 29, 2019
Cambridge Advisors Inc 123 $233k Jun 30, 2019 Jul 26, 2019
Salem Investment Counselors Inc 18,680 $35,373k Jun 30, 2019 Aug 14, 2019
Eaton Vance Management 811,613 $1,536,852k Jun 30, 2019 Aug 16, 2019
Exchange Capital Management Inc 4,528 $8,574k Jun 30, 2019 Jul 22, 2019
Atalanta Sosnoff Capital LLC 49,394 $93,534k Jun 30, 2019 Jul 15, 2019
SSI Investment Management Inc 896 $1,698k Jun 30, 2019 Aug 12, 2019
Parsec Financial Management Inc 1,615 $3,058k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 2,091 $3,959k Jun 30, 2019 Aug 5, 2019
Evergreen Capital Management LLC 4,404 $8,340k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 28,930 $54,783k Jun 30, 2019 Aug 2, 2019
Family Management Corporation 2,805 $5,312k Jun 30, 2019 Aug 14, 2019
Vontobel Asset Management Inc 260,454 $509,315k Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 25,505 $48,297k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 574 $1,087k Jun 30, 2019 Aug 2, 2019
Guardian Capital LP 594 $1,125k Jun 30, 2019 Aug 14, 2019
Weitz Investment Management Inc 15,500 $29,351k Jun 30, 2019 Aug 8, 2019
LOWE Brockenbrough & Company Inc 7,921 $14,999k Jun 30, 2019 Aug 12, 2019
Murphy Capital Management Inc 9,025 $17,090k Jun 30, 2019 Jul 22, 2019
Sadoff Investment Management LLC 337 $638k Jun 30, 2019 Aug 7, 2019
Congress Asset Management Company LLP 58,505 $110,787k Jun 30, 2019 Aug 7, 2019
Wilmington Funds Management Corporation 11,430 $3,712k Jun 30, 2014 Aug 13, 2014
Sentry Investment Management LLC 26,017 $49,267k Jun 30, 2019 Aug 12, 2019
DF DENT and Company Inc 65,105 $123,285k Jun 30, 2019 Aug 15, 2019
Panagora Asset Management Inc 378,013 $715,817k Jun 30, 2019 Aug 9, 2019
Greatmark Investment Partners Inc 395 $748k Jun 30, 2019 Aug 5, 2019
The Family FIRM Inc 181 $343k Jun 30, 2019 Aug 6, 2019
Signet Financial Management LLC 441 $857k Jun 30, 2019 Aug 13, 2019
Baldwin Brothers Inc 15,982 $30,264k Jun 30, 2019 Jul 19, 2019
Monetta Financial Services Inc 5,700 $10,794k Jun 30, 2019 Aug 9, 2019
Provise Management Group LLC 7,214 $13,661k Jun 30, 2019 Aug 9, 2019
Miles Capital Inc 765 $1,449k Jun 30, 2019 Aug 13, 2019
Cornerstone Capital Inc 2,571 $4,869k Jun 30, 2019 Aug 14, 2019
Carroll Financial Associates Inc 1,565 $2,963k Jun 30, 2019 Jul 8, 2019
YHB Investment Advisors Inc 7,600 $14,392k Jun 30, 2019 Jul 15, 2019
Accredited Investors Inc 546 $1,034k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 1,400 $2,651k Jun 30, 2019 Aug 13, 2019
Anchor Capital Advisors LLC 310 $587k Jun 30, 2019 Aug 1, 2019
AJO LP 37,012 $70,087k Jun 30, 2019 Aug 14, 2019
Pettee Investors Inc 556 $1,053k Jun 30, 2019 Aug 7, 2019
Brown Capital Management LLC 1,600 $3,030k Jun 30, 2019 Aug 13, 2019
Cetera Investment Advisers LLC 4,308 $8,178k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 208 $394k Jun 30, 2019 Aug 8, 2019
Tocqueville Asset Management LP 91,872 $173,972k Jun 30, 2019 Jul 31, 2019
Sheets Smith Wealth Management 3,935 $7,451k Jun 30, 2019 Jul 12, 2019
Baring International Investment Ltd 36,543 $11,868k Jun 30, 2014 Jul 21, 2014
SIT Investment Associates Inc 7,709 $14,598k Jun 30, 2019 Aug 14, 2019
Legacy Capital Partners Inc 2,805 $5,312k Jun 30, 2019 Jul 16, 2019
Aldebaran Financial Inc 3,455 $6,542k Jun 30, 2019 Aug 14, 2019
CCM Investment Advisers LLC 10,152 $19,224k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 9,835 $18,624k Jun 30, 2019 Aug 6, 2019
Driehaus Capital Management LLC 279 $528k Jun 30, 2019 Aug 14, 2019
Westport Asset Management Inc 500 $947k Jun 30, 2019 Aug 9, 2019
Torray LLC 11,830 $22,402k Jun 30, 2019 Aug 8, 2019
West Chester Capital Advisors Inc 785 $1,486k Jun 30, 2019 Jul 30, 2019
S R Schill & Associates Inc 1,766 $3,344k Jun 30, 2019 Aug 19, 2019
Morris Capital Advisors Inc 3,502 $6,631k Jun 30, 2019 Jul 15, 2019
Investment Counsel Inc 272 $547k Jun 30, 2019 Jul 29, 2019
IMS Capital Management Inc 1,311 $2,483k Jun 30, 2019 Aug 14, 2019
Mendel Money Management Inc 1,334 $2,526k Jun 30, 2019 Aug 8, 2019
Regentatlantic Capital LLC 2,204 $4,173k Jun 30, 2019 Jul 23, 2019
Night OWL Capital Management LLC 14,985 $28,376k Jun 30, 2019 Aug 14, 2019
Liberty Capital Management Inc 3,638 $6,889k Jun 30, 2019 Jul 15, 2019
First Foundation Advisors 865 $1,638k Jun 30, 2019 Aug 14, 2019
Horizon Asset Management LLC 511 $968k Jun 30, 2019 Aug 14, 2019
Shine Investment Advisory Services Inc 643 $1,218k Jun 30, 2019 Jul 25, 2019
Choate Investment Advisors LLC 4,253 $8,054k Jun 30, 2019 Aug 14, 2019
BAHL & Gaynor Inc 5 $9k Jun 30, 2019 Aug 12, 2019
Hartwell J M Ltd Partnership 20,420 $38,668k Jun 30, 2019 Jul 31, 2019
Thomas White International Ltd 1,311 $2,483k Jun 30, 2019 Aug 13, 2019
Chatham Capital Group Inc 241 $456k Jun 30, 2019 Jul 24, 2019
Front Barnett Associates LLC 10,225 $19,362k Jun 30, 2019 Aug 6, 2019
Grantham Mayo van Otterloo & Co LLC 1,732 $3,280k Jun 30, 2019 Aug 13, 2019
Doliver Capital Advisors LP 1,046 $1,981k Jun 30, 2019 Jul 25, 2019
Stearns Financial Services Group Inc 512 $970k Jun 30, 2019 Aug 14, 2019
Smith Asset Management Group LP 48,799 $92,407k Jun 30, 2019 Aug 15, 2019
Wright Investors Service Inc 4,364 $8,264k Jun 30, 2019 Aug 1, 2019
Winslow Asset Management Inc 292 $553k Jun 30, 2019 Jul 29, 2019
Mitchell Capital Management Co 7,020 $13,293k Jun 30, 2019 Jul 24, 2019
Thornburg Investment Management Inc 21,165 $40,079k Jun 30, 2019 Aug 6, 2019
Signature Financial Management Inc 845 $1,271k Dec 31, 2018 Feb 13, 2019
Financial Counselors Inc 18,088 $34,252k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 15 $28k Jun 30, 2019 Aug 12, 2019
Cadence Capital Management LLC 210 $398k Jun 30, 2019 Aug 12, 2019
Private Asset Management Inc 450 $852k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 645 $1,221k Jun 30, 2019 Aug 13, 2019
Harvest Capital Management Inc 376 $712k Jun 30, 2019 Aug 7, 2019
Ipswich Investment Management Company Inc 3,382 $6,404k Jun 30, 2019 Jul 11, 2019
Financial Asset Management Corp 450 $852k Jun 30, 2019 Aug 14, 2019
Edgewood Management LLC 604,305 $1,144,330k Jun 30, 2019 Aug 12, 2019
The London Company of Virginia LLC 320 $606k Jun 30, 2019 Aug 14, 2019
Renaissance Technologies LLC 87,455 $165,607k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 2,195 $4,157k Jun 30, 2019 Jul 16, 2019
IRON Financial LLC 804 $1,432k Jun 30, 2019 Aug 2, 2019
FRED Alger Management Inc 886,139 $1,678,019k Jun 30, 2019 Aug 14, 2019
Stack Financial Management Inc 883 $1,672k Jun 30, 2019 Jul 30, 2019
ALTA Capital Management LLC 860 $1,628k Jun 30, 2019 Jul 26, 2019
Williams Jones & Associates LLC 49,708 $94,129k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 5,569 $10,545k Jun 30, 2019 Aug 2, 2019
The Financial Consulate Inc 269 $509k Jun 30, 2019 Jul 24, 2019
Hartline Investment Corp 6,319 $11,966k Jun 30, 2019 Aug 8, 2019
The Burney Company 919 $1,739k Jun 30, 2019 Aug 12, 2019
Peak Asset Management LLC 548 $1,038k Jun 30, 2019 Aug 15, 2019
Howard Capital Management Inc 18,859 $35,712k Jun 30, 2019 Jul 24, 2019
Pacific Global Investment Management Co 2,762 $5,230k Jun 30, 2019 Aug 14, 2019
Vaughan Nelson Investment Management LP 10,680 $20,224k Jun 30, 2019 Aug 9, 2019
Argus Investors' Counsel Inc 2,730 $5,170k Jun 30, 2019 Jul 10, 2019
America First Investment Advisors LLC 25 $47k Jun 30, 2019 Jul 29, 2019
Campbell Newman Asset Management Inc 43 $81k Jun 30, 2019 Jul 24, 2019
Fuller & Thaler Asset Management Inc 1,430 $2,708k Jun 30, 2019 Aug 13, 2019
Oak Ridge Investments LLC 421 $797k Jun 30, 2019 Aug 14, 2019
Hanseatic Management Services Inc 2,104 $3,984k Jun 30, 2019 Jul 19, 2019
Staley Capital Advisers Inc 5,409 $10,243k Jun 30, 2019 Aug 9, 2019
Hamel Associates Inc 293 $555k Jun 30, 2019 Aug 5, 2019
Northstar Asset Management Inc 185 $350k Jun 30, 2019 Jul 16, 2019
Boston Family Office LLC 11,846 $22,432k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 42,517 $80,511k Jun 30, 2019 Jul 30, 2019
Security Asset Management Inc 2,539 $4,808k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 15,839 $29,993k Jun 30, 2019 Aug 5, 2019
Berkshire Capital Holdings Inc 9,140 $17,308k Jun 30, 2019 Aug 13, 2019
Meritage Portfolio Management Inc 2 $4k Jun 30, 2019 Jul 30, 2019
Savant Capital LLC 4,593 $8,697k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 4,045 $7,660k Jun 30, 2019 Aug 2, 2019
Northstar Investment Advisors LLC 3,795 $7,186k Jun 30, 2019 Jul 17, 2019
Eagle Global Advisors LLC 11,150 $21,114k Jun 30, 2019 Aug 13, 2019
Meyer Handelman Company LLC 65 $123k Jun 30, 2019 Jul 23, 2019
Eubel Brady & Suttman Asset Management Inc 142 $269k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 26,017 $49,267k Jun 30, 2019 Aug 12, 2019
Conning Inc 6,475 $12,261k Jun 30, 2019 Jul 25, 2019
United Asset Strategies Inc 4,495 $8,512k Jun 30, 2019 Jul 31, 2019
BSW Wealth Partners LLC 380 $720k Jun 30, 2019 Aug 13, 2019
Beddow Capital Management Inc 273 $517k Jun 30, 2019 Aug 9, 2019
David R RAHN & Associates Inc 2,661 $5,039k Jun 30, 2019 Jul 12, 2019
The Cypress Funds LLC 33,500 $63,437k Jun 30, 2019 Aug 1, 2019
Steinberg Global Asset Management Ltd 3,570 $6,357k Mar 31, 2019 Apr 24, 2019
Shikiar Asset Management Inc 10,531 $19,942k Jun 30, 2019 Jul 25, 2019
SFMG LLC 1,649 $3,204k Jun 30, 2019 Aug 5, 2019
Mastrapasqua Asset Management Inc 8,565 $16,219k Jun 30, 2019 Aug 12, 2019
Fagan Associates Inc 665 $1,259k Jun 30, 2019 Jul 12, 2019
GHP Investment Advisors Inc 245 $464k Jun 30, 2019 Aug 2, 2019
Navellier & Associates Inc 3,600 $6,817k Jun 30, 2019 Jul 17, 2019
Southeast Asset Advisors Inc 365 $691k Jun 30, 2019 Aug 14, 2019
Litman Gregory Asset Management LLC 28 $53k Jun 30, 2019 Jul 31, 2019
Dowling & Yahnke LLC 12,181 $23,066k Jun 30, 2019 Jul 22, 2019
Hengehold Capital Management LLC 346 $655k Jun 30, 2019 Jul 23, 2019
Kelman Lazarov Inc 130 $246k Jun 30, 2019 Jul 22, 2019
Friess Associates LLC 17,217 $32,603k Jun 30, 2019 Aug 14, 2019
Progressive Investment Management Corporation 6,274 $11,881k Jun 30, 2019 Aug 12, 2019
GS Investments Inc 1,569 $2,971,105k Jun 30, 2019 Aug 9, 2019
Avalon Global Asset Management LLC 5,610 $10,623k Jun 30, 2019 Aug 14, 2019
Vision Capital Management Inc 6,054 $11,464k Jun 30, 2019 Jul 29, 2019
Confluence Wealth Management LLC 928 $1,757k Jun 30, 2019 Aug 9, 2019
Summit Financial Strategies Inc 325 $615k Jun 30, 2019 Aug 8, 2019
KLCM Advisors Inc 204 $386k Jun 30, 2019 Aug 15, 2019
Cornercap Investment Counsel Inc 137 $259k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 17,771 $33,652k Jun 30, 2019 Aug 8, 2019
Shoker Investment Counsel Inc 415 $785k Jun 30, 2019 Aug 9, 2019
Murphy Middleton Hinkle & Parker Inc 319 $604k Jun 30, 2019 Jul 15, 2019
Cohen Capital Management Inc 696 $1,318k Jun 30, 2019 Aug 7, 2019
OZ Management LP 179,316 $339,558k Jun 30, 2019 Aug 16, 2019
Northwest Investment Counselors LLC 450 $852k Jun 30, 2019 Jul 25, 2019
Auxier Asset Management LLC 121 $229k Jun 30, 2019 Aug 15, 2019
Oakbrook Investments LLC 16,140 $30,563k Jun 30, 2019 Jul 18, 2019
White Lighthouse Investment Management Inc 581 $1,100k Jun 30, 2019 Jul 31, 2019
Clifford SWAN Investment Counsel LLC 8,169 $15,469k Jun 30, 2019 Aug 13, 2019
Corda Investment Management LLC 2,418 $4,578k Jun 30, 2019 Aug 9, 2019
Weybosset Research & Management LLC 297 $562k Jun 30, 2019 Jul 22, 2019
Valmark Advisers Inc 881 $1,668k Jun 30, 2019 Aug 7, 2019
Pillar Pacific Capital Management LLC 336 $636k Jun 30, 2019 Aug 7, 2019
Riverbridge Partners LLC 31,797 $60,212k Jun 30, 2019 Jul 10, 2019
Private Vista LLC 789 $1,493k Jun 30, 2019 Jul 19, 2019
Osborne Partners Capital Management LLC 236 $447k Jun 30, 2019 Jul 18, 2019
Cadinha & Co LLC 6,108 $11,566k Jun 30, 2019 Aug 9, 2019
Shamrock Asset Management LLC 169 $320k Jun 30, 2019 Aug 9, 2019
Hall Capital Management Company Inc 543 $1,028k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 647 $1,225k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 14 $27k Jun 30, 2019 Aug 13, 2019
Signature Estate & Investment Advisors LLC 13,195 $24,986k Jun 30, 2019 Aug 1, 2019
Marco Investment Management LLC 362 $685k Jun 30, 2019 Aug 6, 2019
Apriem Advisors 4,775 $9,042k Jun 30, 2019 Aug 14, 2019
Homrich & BERG Inc 2,986 $5,653k Jun 30, 2019 Aug 5, 2019
Capital Guardian Trust Company 53,480 $101,323k Jun 30, 2019 Aug 14, 2019
Maverick Capital Ltd 13,394 $25,363k Jun 30, 2019 Aug 14, 2019
ICON Advisers Inc 2,494 $4,723k Jun 30, 2019 Aug 2, 2019
Suncoast Equity Management LLC 5,181 $9,811k Jun 30, 2019 Jul 26, 2019
Thomas J Herzfeld Advisors Inc 6 $11k Jun 30, 2019 Aug 13, 2019
Guild Investment Management Inc 844 $1,598k Jun 30, 2019 Jul 29, 2019
Badgley Phelps and Bell Inc 23,513 $44,525k Jun 30, 2019 Jul 30, 2019
Cornerstone Wealth Management LLC 2,187 $4,131k Jun 30, 2019 Aug 2, 2019
White Pine Capital LLC 973 $1,843k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 5,014 $9,494k Jun 30, 2019 Jul 22, 2019
Marietta Investment Partners LLC 1,692 $3,204k Jun 30, 2019 Aug 13, 2019
Stevens First Principles Investment Advisors 50 $95k Jun 30, 2019 Jul 22, 2019
Brave Asset Management Inc 455 $862k Jun 30, 2019 Aug 5, 2019
Alesco Advisors LLC 177 $335k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 688 $1,303k Jun 30, 2019 Jul 25, 2019
Wafra Inc 19,871 $37,628k Jun 30, 2019 Aug 14, 2019
HCR Wealth Advisors 2,090 $3,958k Jun 30, 2019 Jul 25, 2019
HIGH Falls Advisors Inc 142 $269k Jun 30, 2019 Aug 15, 2019
Douglass Winthrop Advisors LLC 5,439 $10,299k Jun 30, 2019 Jul 10, 2019
Seabridge Investment Advisors LLC 292 $553k Jun 30, 2019 Jul 18, 2019
Grassi Investment Management LLC 825 $1,562k Jun 30, 2019 Jul 10, 2019
Morgens Waterfall Vintiadis & Company Inc 2,750 $5,207k Jun 30, 2019 Aug 14, 2019
Wexford Capital LP 795 $1,505k Jun 30, 2019 Aug 14, 2019
Tower VIEW Investment Management & Research LLC 1,602 $3,034k Jun 30, 2019 Jul 17, 2019
Lejeune Puetz Investment Counsel 185 $350k Jun 30, 2019 Jul 29, 2019
MARK Sheptoff Financial Planning LLC 144 $273k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 3,393 $6,425k Jun 30, 2019 Aug 14, 2019
Total Investment Management Inc 354 $633k Jun 30, 2019 Aug 7, 2019
Wrapmanager Inc 355 $672k Jun 30, 2019 Jul 31, 2019
Strategic Capital Advisers Inc 560 $1,060k Jun 30, 2019 Jul 30, 2019
Hallmark Capital Management Inc 49 $93k Jun 30, 2019 Aug 8, 2019
Logan Capital Management Inc 10,125 $19,173k Jun 30, 2019 Jul 24, 2019
Baldwin Investment Management LLC 1,780 $3,371k Jun 30, 2019 Aug 6, 2019
Diversified Portfolios Inc 162 $307k Jun 30, 2019 Aug 13, 2019
LBMC Investment Advisors LLC 222 $420k Jun 30, 2019 Jul 18, 2019
Breiter Capital Management Inc 145 $275k Jun 30, 2019 Aug 23, 2019
NEXT Century Growth Investors LLC 3,003 $5,686k Jun 30, 2019 Aug 14, 2019
Capital Counsel LLC 4,654 $8,813k Jun 30, 2019 Jul 26, 2019
Chesapeake Asset Management LLC 403 $763k Jun 30, 2019 Aug 6, 2019
Hillview Capital Advisors LLC 113 $214k Jun 30, 2019 Aug 1, 2019
Edgemoor Investment Advisors Inc 460 $871k Jun 30, 2019 Aug 9, 2019
Portland Global Advisors LLC 473 $896k Jun 30, 2019 Jul 26, 2019
Meristem Family Wealth LLC 2,021 $3,827k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 185 $350k Jun 30, 2019 Jul 16, 2019
Marsico Capital Management LLC 107,591 $203,738k Jun 30, 2019 Aug 14, 2019
Stoneridge Investment Partners LLC 3,608 $6,832k Jun 30, 2019 Jul 29, 2019
The Mathes Company Inc 4,161 $7,879k Jun 30, 2019 Jul 29, 2019
Dumont & Blake Investment Advisors LLC 100 $189k Call Jun 30, 2019 Aug 1, 2019
Arlington Partners LLC 113 $214k Jun 30, 2019 Jul 10, 2019
Dimension Capital Management LLC 419 $794k Jun 30, 2019 Aug 12, 2019
Chicago Equity Partners LLC 18,845 $35,685k Jun 30, 2019 Aug 2, 2019
REDW Stanley Financial Advisors LLC 376 $712k Jun 30, 2019 Aug 9, 2019
Crossvault Capital Management LLC 6,196 $11,733k Jun 30, 2019 Jul 19, 2019
Summit Financial Group Inc 319 $604k Jun 30, 2019 Jul 3, 2019
Highland Private Wealth Management 567 $1,074k Jun 30, 2019 Aug 13, 2019
Smith & Howard Wealth Management LLC 119 $225k Jun 30, 2019 Jul 23, 2019
Brightworth LLC 4,646 $8,798k Jun 30, 2019 Jul 31, 2019
Asset Management Corporation 450 $852k Jun 30, 2019 Aug 14, 2019
Castleark Management LLC 31,430 $59,517k Jun 30, 2019 Aug 13, 2019
Biegel & Waller LLC 264 $500k Jun 30, 2019 Jul 23, 2019
Summit Asset Management LLC 658 $1,246k Jun 30, 2019 Aug 7, 2019
Gables Capital Management Inc 1,337 $2,530k Jun 30, 2019 Jul 31, 2019
Goldstein Munger + Associates 301 $570k Jun 30, 2019 Aug 2, 2019
Churchill Management Corp 9,599 $18,178k Jun 30, 2019 Jul 10, 2019
Strategic Financial Services Inc 342 $648k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments USA Ltd 1,270 $2,262k Mar 31, 2019 Apr 18, 2019
Contravisory Investment Management Inc 41 $78k Jun 30, 2019 Jul 9, 2019
Woodmont Investment Counsel LLC 296 $561k Jun 30, 2019 Aug 14, 2019
MAI Capital Management LLC 9,002 $17,047k Jun 30, 2019 Aug 15, 2019
Guardian Capital Advisors LP 547 $1,060k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 712 $1,348k Jun 30, 2019 Jul 5, 2019
Cahill Financial Advisors Inc 133 $252k Jun 30, 2019 Aug 14, 2019
Lincoln Capital Corporation 286 $542k Jun 30, 2019 Jul 12, 2019
LSV Asset Management 4,800 $9,089k Jun 30, 2019 Aug 8, 2019
Oarsman Capital Inc 1,030 $1,950k Jun 30, 2019 Aug 13, 2019
S & Co Inc 650 $1,231k Jun 30, 2019 Jul 23, 2019
Appleton Partners Inc 9,174 $17,372k Jun 30, 2019 Jul 25, 2019
Alpha Windward LLC 177 $339k Jun 30, 2019 Jul 30, 2019
Peregrine Capital Management LLC 33,561 $63,552k Jun 30, 2019 Jul 18, 2019
Obermeyer WOOD Investment Counsel LLLP 11,728 $22,208k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 1,270 $2,262k Mar 31, 2019 Apr 18, 2019
TDAM USA Inc 936 $1,772k Jun 30, 2019 Aug 1, 2019
Asset Management Group Inc 450 $852k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LP 3,700 $7,006k Put Jun 30, 2019 Aug 14, 2019
Altfest L J & Co Inc 2,500 $4,734k Jun 30, 2019 Jul 15, 2019
Retirement Income Solutions Inc 1,302 $2,466,000k Jun 30, 2019 Jul 23, 2019
Winch Advisory Services LLC 8,069 $15,280k Jun 30, 2019 Aug 7, 2019
SOL Capital Management Co 376 $712k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 6,774 $12,827k Jun 30, 2019 Aug 21, 2019
Crawford Investment Counsel Inc 292 $553k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 4,760 $9,014k Jun 30, 2019 Aug 13, 2019
JMG Financial Group Ltd 135 $256k Jun 30, 2019 Aug 2, 2019
Rothschild & Co Asset Management US Inc 30,947 $58,603k Jun 30, 2019 Jul 25, 2019
Mairs and Power Inc 601 $1,138k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 288 $545k Jun 30, 2019 Aug 13, 2019
First Heartland Consultants Inc 3,193 $6,046k Jun 30, 2019 Aug 12, 2019
Greenwood Gearhart Inc 136 $258k Jun 30, 2019 Aug 7, 2019
ZWJ Investment Counsel Inc 281 $532k Jun 30, 2019 Jul 24, 2019
Chelsea Counsel Company 1,766 $3,002k Jun 30, 2018 Oct 3, 2018
The Northstar Group Inc 3,500 $6,628k Jun 30, 2019 Jul 12, 2019
PENN Davis Mcfarland Inc 179 $339k Jun 30, 2019 Jul 16, 2019
Beech Hill Advisors Inc 3,216 $6,090k Jun 30, 2019 Jul 15, 2019
Hendley & Co Inc 1,742 $3,299k Jun 30, 2019 Aug 8, 2019
Becker Capital Management Inc 143 $271k Jun 30, 2019 Aug 8, 2019
Bingham Osborn & Scarborough LLC 7,146 $13,532k Jun 30, 2019 Aug 2, 2019
Saratoga Research & Investment Management 121 $229k Jun 30, 2019 Jul 24, 2019
Ballew Advisors Inc 153 $309k Jun 30, 2019 Jul 17, 2019
Bailard Inc 4,722 $8,942k Jun 30, 2019 Jul 26, 2019
MD SASS Investors Services Inc 2,755 $5,217k Jun 30, 2019 Aug 13, 2019
Miller Value Partners LLC 71,841 $136,040k Jun 30, 2019 Aug 14, 2019
Pinnacle Associates Ltd 11,393 $21,575k Jun 30, 2019 Aug 5, 2019
Capital Investment Services of America Inc 4,779 $9,050k Jun 30, 2019 Jul 12, 2019
Quest Investment Management LLC 12,317 $23,324k Jun 30, 2019 Aug 13, 2019
Horizon Investment Services LLC 191 $362k Jun 30, 2019 Aug 13, 2019
Woodstock Corporation 151 $286k Jun 30, 2019 Jul 3, 2019
Eagle Asset Management Inc 7,111 $13,465k Jun 30, 2019 Aug 6, 2019
Valicenti Advisory Services Inc 9,064 $17,164k Jun 30, 2019 Jul 17, 2019
Symphony Asset Management LLC 372 $704k Jun 30, 2019 Aug 14, 2019
Duncker Streett & Co LLC 2,180 $4,128k Jun 30, 2019 Jul 24, 2019
Mcmillion Capital Management Inc 55 $104k Jun 30, 2019 Jul 25, 2019
Trillium Asset Management LLC 117 $222k Jun 30, 2019 Aug 8, 2019
Zacks Investment Management Inc 24,774 $46,914k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 997 $1,888k Jun 30, 2019 Jul 10, 2019
Cornerstone Advisors Inc 21,000 $37,396k Mar 31, 2019 May 13, 2019
Family Legacy Inc 742 $1,405k Jun 30, 2019 Jul 25, 2019
Grandfield & DODD LLC 330 $625k Jun 30, 2019 Jul 29, 2019
Benin Management Corp 1,313 $2,486k Jun 30, 2019 Jul 31, 2019
LEE Danner & BASS Inc 8,245 $15,613k Jun 30, 2019 Jul 30, 2019
Abbot Financial Management Inc 182 $345k Jun 30, 2019 Aug 8, 2019
NTV Asset Management LLC 560 $1,060k Jun 30, 2019 Jul 29, 2019
Financial Sense Advisors Inc 194 $367k Jun 30, 2019 Aug 2, 2019
Bourne LENT Asset Management Inc 1,955 $3,702k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 3,499 $3,387k Jun 30, 2017 Aug 15, 2017
DOCK Street Asset Management Inc 16,504 $31,252k Jun 30, 2019 Jul 31, 2019
Founders Capital Management Inc 53 $100k Jun 30, 2019 Jul 11, 2019
Youngs Advisory Group Inc 343 $650k Jun 30, 2019 Jul 16, 2019
Sonata Capital Group Inc 2,994 $5,670k Jun 30, 2019 Aug 5, 2019
SAND Hill Global Advisors LLC 6,350 $12,025k Jun 30, 2019 Aug 13, 2019
Glynn Capital Management LLC 23,854 $45,171k Jun 30, 2019 Aug 2, 2019
Round Table Services LLC 730 $1,382k Jun 30, 2019 Jul 17, 2019
Conservest Capital Advisors Inc 245 $464k Jun 30, 2019 Jul 10, 2019
Violich Capital Management 616 $1,166k Jun 30, 2019 Jul 22, 2019
Stonebridge Capital Advisors LLC 3,345 $6,334k Jun 30, 2019 Aug 15, 2019
Chesley TAFT & Associates LLC 16,589 $31,413k Jun 30, 2019 Jul 10, 2019
Terra NOVA Asset Management LLC 852 $1,280k Dec 31, 2018 Feb 15, 2019
Steigerwald Gordon & KOCH Inc 328 $621k Jun 30, 2019 Jul 15, 2019
Bouchey Financial Group Ltd 651 $1,233k Jun 30, 2019 Jul 11, 2019
Columbus Circle Investors 41,928 $79,396k Jun 30, 2019 Aug 2, 2019
RAAB & Moskowitz Asset Management LLC 1,255 $2,376k Jun 30, 2019 Aug 9, 2019
Neumann Capital Management LLC 462 $875k Jun 30, 2019 Jul 25, 2019
South Texas Money Management Ltd 13 $25k Jun 30, 2019 Jul 2, 2019
Waverton Investment Management Limited 79,484 $150,513k Jun 30, 2019 Jul 17, 2019
Wooster Corthell Wealth Management Inc 319 $604k Jun 30, 2019 Jul 31, 2019
Cambridge Financial Group Inc 603 $1,142k Jun 30, 2019 Jul 29, 2019
Advisors Capital Management LLC 601 $1,138k Jun 30, 2019 Aug 15, 2019
South Street Advisors LLC 132 $250k Jun 30, 2019 Jul 22, 2019
Bank of Hawaii 4,450 $8,427k Jun 30, 2019 Aug 15, 2019
Oakmont Corporation 59,139 $111,987k Jun 30, 2019 Aug 1, 2019
COE Capital Management LLC 1,564 $2,962k Jun 30, 2019 Aug 14, 2019
Alpine Woods Capital Investors LLC 846 $1,602k Jun 30, 2019 Aug 5, 2019
Sander Capital Advisors Inc 8,523 $16,232k Jun 30, 2019 Jul 25, 2019
Hardman Johnston Global Advisors LLC 8,689 $16,454k Jun 30, 2019 Aug 5, 2019
Morningstar Investment Services LLC 19,424 $36,782k Jun 30, 2019 Aug 13, 2019
Tributary Capital Management LLC 525 $994k Jun 30, 2019 Jul 11, 2019
Avalon Advisors LLC 21,651 $40,999k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 4,541 $8,599k Jun 30, 2019 Jul 30, 2019
Parker Investment Management LLC 1,437 $2,721k Jun 30, 2019 Aug 15, 2019
Midwest Professional Planners Ltd 254 $481k Jun 30, 2019 Aug 12, 2019
Mission Wealth Management LP 3,605 $6,827k Jun 30, 2019 Aug 9, 2019
Advisornet Financial Inc 5,758 $10,904k Jun 30, 2019 Jul 15, 2019
Affiance Financial LLC 383 $725k Jun 30, 2019 Jul 11, 2019
Heritage Investment Group Inc 359 $680k Jun 30, 2019 Aug 13, 2019
Tufton Capital Management LLC 292 $552k Jun 30, 2019 Jul 26, 2019
DSM Capital Partners LLC 180,069 $340,984k Jun 30, 2019 Aug 14, 2019
Partnervest Advisory Services LLC 4 $8k Jun 30, 2019 Aug 7, 2019
10-15 Associates Inc 161 $305k Jun 30, 2019 Aug 12, 2019
Tradition Capital Management LLC 137 $243k Mar 31, 2019 May 7, 2019
ODEY Asset Management LLP 360 $682k Jun 30, 2019 Aug 14, 2019
Princeton Capital Management LLC 5,584 $10,574k Jun 30, 2019 Aug 12, 2019
Callahan Advisors LLC 3,301 $6,251k Jun 30, 2019 Jul 17, 2019
Impax Asset Management LLC 19,604 $33,323k Jun 30, 2018 Aug 14, 2018
Cornerstone Advisors LLC 21,000 $37,396k Mar 31, 2019 May 13, 2019
Advisor Partners LLC 10,706 $20,273k Jun 30, 2019 Jul 26, 2019
Main Street Research LLC 7,990 $15,130k Jun 30, 2019 Aug 8, 2019
Goodman Financial Corporation 3,879 $7,345k Jun 30, 2019 Aug 9, 2019
Precept Management LLC 2,000 $3,787k Put Jun 30, 2019 Aug 14, 2019
Matthew GOFF Investment Advisor LLC 189 $358k Jun 30, 2019 Aug 5, 2019
Welch & Forbes LLC 9,989 $18,915k Jun 30, 2019 Jul 12, 2019
Green Square Capital LLC 1,187 $2,248k Jun 30, 2019 Aug 14, 2019
American Money Management LLC 1,217 $2,305k Jun 30, 2019 Aug 12, 2019
Access Financial Services Inc 158 $299k Jun 30, 2019 Jul 24, 2019
Legacy Financial Advisors Corporation 982 $1,860k Jun 30, 2019 Jul 15, 2019
Premier Asset Management LLC 6,962 $13,183k Jun 30, 2019 Aug 7, 2019
Tower Bridge Advisors Inc 866 $1,639,884k Jun 30, 2019 Aug 6, 2019
Vista Investment Management LLC 121 $229k Jun 30, 2019 Aug 14, 2019
Hilton Capital Management LLC 6,052 $11,460k Jun 30, 2019 Aug 14, 2019
Wealth Enhancement Advisory Services LLC 3,692 $7,061k Jun 30, 2019 Aug 2, 2019
Cornerstone Investment Advisors LLC 21,000 $37,396k Mar 31, 2019 May 13, 2019
Windsor Capital Management LLC 147 $278k Jun 30, 2019 Aug 2, 2019
van Hulzen Asset Management LLC 3,303 $6,255k Jun 30, 2019 Aug 8, 2019
Bluesky Wealth Advisors LLC 113 $214k Jun 30, 2019 Aug 5, 2019
Leonard Rickey Investment Advisors PLLC 342 $648k Jun 30, 2019 Jul 10, 2019
Mengis Capital Management Inc 1,006 $1,904k Jun 30, 2019 Jul 18, 2019
Johnson Investment Counsel Inc 11,366 $21,522k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 603 $1,142k Jun 30, 2019 Jul 29, 2019
North Star Investment Management Corporation 12,341 $4,025k Jun 30, 2019 Jul 15, 2019
Sequoia Financial Advisors LLC 4,420 $8,370k Jun 30, 2019 Jul 31, 2019
Overbrook Management Corporation 140 $265k Jun 30, 2019 Aug 13, 2019
Alkeon Capital Management LLC 157,653 $298,536k Jun 30, 2019 Aug 14, 2019
Vision Capital Management Corporation 6,054 $11,464k Jun 30, 2019 Jul 29, 2019
Autus Asset Management LLC 2,666 $5,048k Jun 30, 2019 Jul 15, 2019
Sheaff Brock Investment Advisors LLC 7,962 $15,077k Jun 30, 2019 Jul 31, 2019
Founders Capital Management LLC 53 $100k Jun 30, 2019 Jul 11, 2019
Wealth and Pension Services Group Inc 279 $528k Jun 30, 2019 Aug 15, 2019
Marathon Capital Management LLC 476 $901k Jun 30, 2019 Jul 25, 2019
Vigilant Capital Management LLC 13,202 $25,000k Jun 30, 2019 Jul 18, 2019
The O'Dell Group LLC 562 $1,064k Jun 30, 2019 Jul 24, 2019
Advanced Asset Management Advisors Inc 2,461 $4,660k Jun 30, 2019 Aug 2, 2019
Partners Capital Investment Group LLP 23,352 $44,220k Jun 30, 2019 Aug 12, 2019
Decatur Capital Management Inc 12,187 $23,078k Jun 30, 2019 Jul 24, 2019
Brown Advisory Securities LLC 11,058 $20,932k Jun 30, 2019 Aug 12, 2019
First National Corporation 253 $479k Jun 30, 2019 Jul 22, 2019
Pinkerton Retirement Specialists LLC 1,788 $3,386k Jun 30, 2019 Aug 6, 2019
Certified Advisory Corp 803 $1,521k Jun 30, 2019 Aug 7, 2019
Ridgewood Investments LLC 535 $1,013k Jun 30, 2019 Jul 12, 2019
Lifeplan Financial Group Inc 30 $57k Jun 30, 2019 Jul 15, 2019
Deroy & Devereaux Private Investment Counsel Inc 512 $970k Jun 30, 2019 Jul 22, 2019
Baker Ellis Asset Management LLC 888 $1,682k Jun 30, 2019 Aug 12, 2019
Probity Advisors Inc 454 $860k Jun 30, 2019 Aug 8, 2019
GW&K Investment Management LLC 9,711 $18,389k Jun 30, 2019 Aug 6, 2019
Altavista Wealth Management Inc 2,672 $5,059k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 1,284 $2,431k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 4,610 $8,727k Jun 30, 2019 Aug 2, 2019
American Asset Management Inc 656 $1,242k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 435 $824k Jun 30, 2019 Aug 9, 2019
Cooper/Haims Advisors LLC 497 $941k Jun 30, 2019 Jul 26, 2019
Total Management Group Inc 354 $633k Jun 30, 2019 Aug 7, 2019
The Caprock Group Inc 4,143 $7,845k Jun 30, 2019 Jul 23, 2019
Hedeker Wealth LLC 2,783 $5,270k Jun 30, 2019 Jul 26, 2019
Allen Investment Management LLC 80,550 $152,532k Jun 30, 2019 Aug 12, 2019
Guinness Atkinson Asset Management Inc 3,070 $5,813k Jun 30, 2019 Jul 26, 2019
Ancora Family Wealth Advisors LLC 2,303 $1,928k Sep 30, 2016 Nov 4, 2016
IFP Advisors LLC 12,352 $18,257k Dec 31, 2018 Jun 3, 2019
Johnson Financial Group LLC 4 $8k Jun 30, 2019 Aug 9, 2019
Interactive Financial Advisors Inc 725 $1,373k Jun 30, 2019 Jul 17, 2019
Tiemann Investment Advisors LLC 900 $1,704k Jun 30, 2019 Aug 13, 2019
The Rock Creek Group LP 268 $507k Jun 30, 2019 Aug 14, 2019
Algert Global LLC 1,885 $3,569k Jun 30, 2019 Aug 14, 2019
DAY & Ennis LLC 417 $790k Jun 30, 2019 Aug 2, 2019
RB Capital Management LLC 1,339 $2,536k Jun 30, 2019 Aug 7, 2019
Strategic Advisors LLC 5,730 $10,850k Jun 30, 2019 Jul 22, 2019
Cobiz Wealth LLC 8,613 $16,310k Jun 30, 2019 Jul 8, 2019
EQIS Capital Management Inc 1,345 $2,547k Jun 30, 2019 Jul 18, 2019
Fernwood Investment Management LLC 1,577 $2,986k Jun 30, 2019 Aug 1, 2019
Zebra Capital Management LLC 151 $286k Jun 30, 2019 Aug 14, 2019
IBEX Investors LLC 650 $1,231k Jun 30, 2019 Jul 29, 2019
Westover Capital Advisors LLC 2,460 $4,658k Jun 30, 2019 Aug 13, 2019
Huntington Steele LLC 83,615 $121,019k Mar 31, 2018 Apr 18, 2018
Vantage Advisors LLC 4,476 $8,966k Sep 30, 2018 Nov 9, 2018
Private Wealth Advisors Inc 5,375 $10,178k Jun 30, 2019 Aug 7, 2019
Texas Yale Capital Corp 2,061 $3,903k Jun 30, 2019 Jul 24, 2019
Valeo Financial Advisors LLC 4,610 $8,730k Jun 30, 2019 Jul 10, 2019
Sowell Financial Services LLC 4,618 $8,224k Mar 31, 2019 May 15, 2019
BTC Capital Management Inc 1,415 $2,680k Jun 30, 2019 Jul 26, 2019
STA Wealth Management LLC 21,057 $39,874k Jun 30, 2019 Aug 14, 2019
Institute FOR Wealth Management LLC 4,119 $7,800k Jun 30, 2019 Aug 2, 2019
Granite Group Advisors LLC 2,174 $4,117k Jun 30, 2019 Jul 23, 2019
Chickasaw Capital Management LLC 1,908 $3,613k Jun 30, 2019 Jul 15, 2019
Sustainable Growth Advisers LP 31,618 $59,873k Jun 30, 2019 Aug 12, 2019
Elgethun Capital Management 436 $826k Jun 30, 2019 Aug 8, 2019
Annex Advisory Services LLC 580 $1,099k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 1,455 $2,755k Jun 30, 2019 Jul 12, 2019
Financial Life Advisors LLC 174 $329k Jun 30, 2019 Jul 29, 2019
Golub Group LLC 370 $701k Jun 30, 2019 Aug 13, 2019
Tortoise Investment Management LLC 206 $390k Jun 30, 2019 Aug 7, 2019
Zevenbergen Capital Investments LLC 6,700 $12,687k Jun 30, 2019 Aug 13, 2019
Alexandria Capital LLC 1,509 $2,858k Jun 30, 2019 Aug 12, 2019
Thompson Investment Management Inc 162 $307k Jun 30, 2019 Aug 7, 2019
Smith Salley & Associates LLC 3,576 $6,772k Jun 30, 2019 Jul 12, 2019
The Retirement Planning Group Inc 228 $432k Jun 30, 2019 Jul 25, 2019
Integre Asset Management LLC 880 $1,666k Jun 30, 2019 Aug 14, 2019
Nelson Roberts Investment Advisors LLC 8,897 $16,848k Jun 30, 2019 Jul 25, 2019
Dividend Assets Capital LLC 470 $890k Jun 30, 2019 Jul 12, 2019
LESA Sroufe & Company Inc 351 $665k Jun 30, 2019 Jul 29, 2019
Cypress Capital Management LLC 394 $746k Jun 30, 2019 Aug 5, 2019
Courage Capital Management LLC 1,000 $1,894k Jun 30, 2019 Aug 14, 2019
Wealth Advisors Inc 5,375 $10,178k Jun 30, 2019 Aug 7, 2019
E & G Advisors LP 1,111 $2,104k Jun 30, 2019 Jul 12, 2019
California Capital Advisors Inc 4,243 $8,035k Jun 30, 2019 Jul 15, 2019
Veritable LP 12,756 $24,155k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 11,927 $22,585k Jun 30, 2019 Aug 14, 2019
Skylands Capital LLC 1,400 $2,651k Jun 30, 2019 Jul 29, 2019
Carret Asset Management LLC 2,317 $4,388k Jun 30, 2019 Aug 12, 2019
The Rikoon Group LLC 2,088 $3,954k Jun 30, 2019 Aug 6, 2019
Epoch Investment Partners Inc 518 $981k Jun 30, 2019 Aug 13, 2019
Meridian Investment Counsel Inc 108 $205k Jun 30, 2019 Aug 13, 2019
Poehling Capital Management Inc 249 $472k Jun 30, 2019 Aug 9, 2019
Andesa Financial Management Inc 330 $626k Jun 30, 2019 Jul 30, 2019
Burleson & Company LLC 2,471 $4,584k Jun 30, 2019 Aug 5, 2019
KARP Capital Management Corporation 2,840 $5,378k Jun 30, 2019 Aug 8, 2019
Cranbrook Wealth Management LLC 103 $195k Jun 30, 2019 Aug 7, 2019
Ascension Asset Management LLC 1,049 $1,986k Jun 30, 2019 Jul 23, 2019
Global Financial Private Capital LLC 700 $1,326k Jun 30, 2019 Aug 14, 2019
Elite Wealth Management Inc 3,393 $6,425k Jun 30, 2019 Jul 18, 2019
CIM LLC 5,392 $10,210k Jun 30, 2019 Jul 22, 2019
Stillwater Investment Management LLC 3,825 $7,243k Jun 30, 2019 Jul 3, 2019
Viking Global Investors LP 802,837 $1,520,276k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 9,820 $18,595k Jun 30, 2019 Aug 13, 2019
Marathon Asset Management LLP 48,282 $91,371k Jun 30, 2019 Jul 15, 2019
Bridgecreek Investment Management LLC 12,530 $23,727k Jun 30, 2019 Aug 14, 2019
Newfocus Financial Group LLC 253 $479k Jun 30, 2019 Jul 23, 2019
Baker Avenue Asset Management LP 4,350 $8,237k Jun 30, 2019 Aug 14, 2019
Timessquare Capital Management LLC 8,808 $16,679k Jun 30, 2019 Aug 2, 2019
Benson Investment Management Company Inc 2,369 $4,486k Jun 30, 2019 Jul 11, 2019
Acorn Advisory Capital LP 4,450 $8,427k Jun 30, 2019 Aug 13, 2019
New England Investment & Retirement Group Inc 2,164 $4,098k Jun 30, 2019 Jul 31, 2019
Letko Brosseau & Associates Inc 325 $615k Jun 30, 2019 Aug 1, 2019
OFI Advisors LLC 15,758 $8,066k Sep 30, 2015 Nov 16, 2015
Westend Advisors LLC 17,603 $33,333,568k Jun 30, 2019 Jul 23, 2019
Maryland Capital Management LLC 12 $23k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 3,866 $1,247k Sep 30, 2014 Nov 14, 2014
Bowling Portfolio Management LLC 4,803 $9,095k Jun 30, 2019 Jul 25, 2019
New England Private Wealth Advisors LLC 887 $1,680k Jun 30, 2019 Aug 8, 2019
Private Wealth Partners LLC 21,354 $40,437k Jun 30, 2019 Aug 6, 2019
West Branch Capital LLC 4,196 $7,946k Jun 30, 2019 Aug 5, 2019
Accuvest Global Advisors 772 $1,462k Jun 30, 2019 Jul 17, 2019
Level Four Advisory Services LLC 6,844 $12,960k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 73,792 $139,735k Jun 30, 2019 Aug 15, 2019
Glaxis Capital Management LLC 2,000 $3,787k Jun 30, 2019 Jul 16, 2019
RMB Capital Management LLC 3,918 $7,419k Jun 30, 2019 Aug 13, 2019
Emerald Mutual Fund Advisers Trust 317 $600k Jun 30, 2019 Jul 31, 2019
Locust WOOD Capital Advisers LLC 21,461 $40,639k Jun 30, 2019 Jul 24, 2019
Mckinley Carter Wealth Services Inc 896 $1,697k Jun 30, 2019 Aug 2, 2019
Evanson Asset Management LLC 4,493 $8,508k Jun 30, 2019 Jul 11, 2019
Sterling Capital Management LLC 21,265 $40,268k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors LLC 5,730 $10,850k Jun 30, 2019 Jul 22, 2019
Ziegler Capital Management LLC 4,170 $1,304k Sep 30, 2013 Nov 6, 2013
ELM Advisors LLC 986 $1,867k Jun 30, 2019 Jul 3, 2019
The RICE Partnership LLC 3,204 $6,067k Jun 30, 2019 Jul 25, 2019
Polar Capital LLP 142,700 $270,221k Jun 30, 2019 Aug 14, 2019
Weiss Multi-Strategy Advisers LLC 3,500 $6,628k Jun 30, 2019 Aug 14, 2019
Stephens Investment Management Group LLC 50 $95k Jun 30, 2019 Aug 1, 2019
HM Capital Management LLC 1,333 $2,523k Jun 30, 2019 Jul 24, 2019
Aureus Asset Management LLC 17,355 $32,864k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 9,008 $17,058k Jun 30, 2019 Aug 13, 2019
Centre Asset Management LLC 14,370 $27,211k Jun 30, 2019 Jul 15, 2019
Clearbridge Investments LLC 161 $242k Dec 31, 2018 Feb 14, 2019
ELCO Management Company LLC 1,632 $3,090k Jun 30, 2019 Aug 1, 2019
Mount Yale Investment Advisors LLC 444 $796k Jun 30, 2019 Aug 13, 2019
Levin Capital Strategies LP 2,252 $4,264k Jun 30, 2019 Aug 13, 2019
Taconic Capital Advisors LP 40,000 $75,745k Put Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 67,562 $127,937k Jun 30, 2019 Aug 12, 2019
Brandywine Managers LLC 705 $1,335k Jun 30, 2019 Aug 13, 2019
AFT Forsyth and Company Inc 2,311 $4,376k Jun 30, 2019 Jul 29, 2019
Broadleaf Partners LLC 4,612 $8,733k Jun 30, 2019 Jul 19, 2019
Masters Capital Management LLC 50,000 $94,682k Put Jun 30, 2019 Aug 14, 2019
Sands Capital Management LLC 1,282,450 $2,428,486k Jun 30, 2019 Aug 14, 2019
Sandell Asset Management Corp 3,864 $7,317k Jun 30, 2019 Aug 14, 2019
Founders Financial Securities LLC 159 $301k Jun 30, 2019 Jul 22, 2019
Granite Point Capital Management LP 1,900 $3,598k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 87 $165k Jun 30, 2019 Jul 9, 2019
Marble Harbor Investment Counsel LLC 585 $1,108k Jun 30, 2019 Aug 7, 2019
GLG LLC 20,146 $23,560k Dec 31, 2017 Feb 14, 2018
Traynor Capital Management Inc 16,371 $31,469k Jun 30, 2019 Jul 26, 2019
Newbrook Capital Advisors LP 28,860 $54,650k Jun 30, 2019 Aug 14, 2019
Krueger & Catalano Capital Partners LLC 2,473 $4,681k Jun 30, 2019 Jul 22, 2019
BLB & B Advisors LLC 1,689 $3,198k Jun 30, 2019 Jul 29, 2019
Lehman Financial Resources Inc 428 $857k Sep 30, 2018 Nov 14, 2018
Donald L Hagan LLC 129 $244k Jun 30, 2019 Jul 18, 2019
Grace Capital 905 $1,695k Jun 30, 2019 Aug 14, 2019
Clarivest Asset Management LLC 91,799 $173,833k Jun 30, 2019 Aug 16, 2019
Oak Asset Management LLC 790 $1,569k Jun 30, 2019 Jul 25, 2019
Legacy Advisors LLC 982 $1,860k Jun 30, 2019 Jul 15, 2019
Origin Asset Management LLP 10,727 $20,313k Jun 30, 2019 Aug 9, 2019
Beach Investment Management LLC 1,249 $2,365k Jun 30, 2019 Jul 17, 2019
Nicholas Investment Partners LP 1,798 $3,405k Jun 30, 2019 Aug 9, 2019
Lourd Capital LLC 1,459 $2,763k Jun 30, 2019 Jul 11, 2019
Concorde Asset Management LLC 504 $954k Jun 30, 2019 Aug 8, 2019
Folger Nolan Fleming Douglas Capital Management Inc 4,264 $8,074k Jun 30, 2019 Aug 9, 2019
BHK Investment Advisors LLC 790 $1,496k Jun 30, 2019 Aug 2, 2019
Larson Financial Group LLC 442 $837k Jun 30, 2019 Jul 16, 2019
Whale Rock Capital Management LLC 208,773 $395,339k Jun 30, 2019 Aug 14, 2019
Kovack Advisors Inc 3 $47k Call Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 7,472 $14,149k Jun 30, 2019 Aug 9, 2019
Brookstone Capital Management LLC 1 $7k Call Jun 30, 2019 Jul 25, 2019
First Pacific Advisors LP 2,217 $4,198k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 5,375 $10,178k Jun 30, 2019 Aug 7, 2019
Cornerstone Advisory LLC 921 $1,744k Jun 30, 2019 Aug 8, 2019
Pictet North America Advisors SA 3,960 $7,499k Jun 30, 2019 Aug 7, 2019
Managed Account Advisors LLC 252,254 $109,501k Jun 30, 2015 Aug 14, 2015
Ashfield Capital Partners LLC 10,921 $20,680k Jun 30, 2019 Jul 29, 2019
Meritage Group LP 152,425 $288,637k Jun 30, 2019 Aug 12, 2019
Spears Abacus Advisors LLC 140 $265k Jun 30, 2019 Aug 9, 2019
Accurate Investment Solutions Inc 37 $70k Jun 30, 2019 Jul 12, 2019
HHR Asset Management LLC 20,715 $39,227k Jun 30, 2019 Aug 14, 2019
Carleon Capital Partners LLC 640 $1,212k Jun 30, 2019 Aug 13, 2019
GFS Advisors LLC 4,310 $8,162k Jun 30, 2019 Aug 1, 2019
Impax Asset Management Ltd 19,604 $33,323k Jun 30, 2018 Aug 14, 2018
Buckingham Asset Management LLC 17,824 $33,752k Jun 30, 2019 Aug 5, 2019
Wallington Asset Management LLC 5,076 $9,612k Jun 30, 2019 Aug 13, 2019
Clarkston Capital Partners LLC 554 $1,049k Jun 30, 2019 Jul 24, 2019
Miracle MILE Advisors LLC 9,861 $18,673k Jun 30, 2019 Aug 7, 2019
Checchi Capital Advisers LLC 42,200 $79,911k Put Jun 30, 2019 Aug 6, 2019
Calamos Wealth Management LLC 8,290 $15,698k Jun 30, 2019 Aug 7, 2019
Jaffetilchin Investment Partners LLC 1,439 $2,725k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 272 $515k Jun 30, 2019 Jul 17, 2019
Birch Hill Investment Advisors LLC 29,774 $56,381k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 586 $1,110k Jun 30, 2019 Jul 17, 2019
Financial Gravity Wealth Inc 69 $131k Jun 30, 2019 Jul 26, 2019
PURE Financial Advisors Inc 519 $983k Jun 30, 2019 Jul 11, 2019
Frontier Wealth Management LLC 2,707 $5,126k Jun 30, 2019 Aug 16, 2019
ORCA Investment Management LLC 434 $822k Jun 30, 2019 Jul 17, 2019
Jasper Ridge Partners LP 2,382 $4,511k Jun 30, 2019 Aug 9, 2019
Nicholas Hoffman & Company LLC 677 $1,282k Jun 30, 2019 Aug 12, 2019
Westbourne Investment Advisors Inc 236 $447k Jun 30, 2019 Jul 22, 2019
MAR Vista Investment Partners LLC 59,774 $113,190k Jun 30, 2019 Aug 13, 2019
Wellesley Investment Partners LLC 179 $338k Jun 30, 2019 Aug 5, 2019
Palladium Partners LLC 5 $9k Jun 30, 2019 Aug 7, 2019
Stelac Advisory Services LLC 375 $710k Jun 30, 2019 Jul 29, 2019
Wealthtrust Axiom LLC 465 $880k Jun 30, 2019 Aug 7, 2019
Mcilrath & ECK LLC 327 $582k Jun 30, 2019 Aug 8, 2019
Fulcrum Capital LLC 2,231 $4,225k Jun 30, 2019 Jul 29, 2019
Cornell Pochily Investment Advisors Inc 820 $1,553k Jun 30, 2019 Jul 22, 2019
SFE Investment Counsel Inc 2,751 $5,209k Jun 30, 2019 Jul 26, 2019
Pinnacle Family Advisors LLC 3,067 $5,808k Jun 30, 2019 Aug 14, 2019
Camelot Portfolios LLC 808 $1,530k Jun 30, 2019 Jul 19, 2019
Confluence Investment Management LLC 193 $365k Jun 30, 2019 Jul 24, 2019
Peterson Wealth Advisors LLC 262 $496k Jun 30, 2019 Jul 15, 2019
Quattro Advisors LLC 4,455 $8,800,296k Jun 30, 2019 Jul 26, 2019
Bigsur Wealth Management LLC 250 $481k Jun 30, 2019 Jul 5, 2019
Paragon Wealth Strategies LLC 156 $295k Jun 30, 2019 Jul 17, 2019
ZEKE Capital Advisors LLC 16,062 $30,415k Jun 30, 2019 Jul 24, 2019
Aspiriant LLC 896 $1,697k Jun 30, 2019 Aug 6, 2019
Gateway Investment Advisers LLC 190,979 $361,644k Jun 30, 2019 Jul 17, 2019
FORT Point Capital Partners LLC 1,567 $2,967k Jun 30, 2019 Aug 9, 2019
Private Harbour Investment Management & Counsel LLC 449 $850k Jun 30, 2019 Aug 6, 2019
Malaga COVE Capital LLC 1,732 $3,280k Jun 30, 2019 Aug 14, 2019
The Ithaka Group LLC 25,229 $47,774k Jun 30, 2019 Aug 12, 2019
Westfield Capital Management Company LP 189,159 $358,197k Jun 30, 2019 Aug 13, 2019
Northstar Financial Advisors LLC 3,795 $7,186k Jun 30, 2019 Jul 17, 2019
Capital Insight Partners LLC 444 $841k Jun 30, 2019 Jul 9, 2019
Tiedemann Advisors LLC 3,459 $6,553k Jun 30, 2019 Aug 13, 2019
Trust Asset Management LLC 450 $852k Jun 30, 2019 Aug 14, 2019
GM Advisory Group Inc 2,568 $4,863k Jun 30, 2019 Aug 9, 2019
Brasada Capital Management LP 496 $962k Jun 30, 2019 Aug 7, 2019
Eagle Ridge Investment Management LLC 370 $701k Jun 30, 2019 Aug 1, 2019
East Coast Asset Management LLC 20,202 $38,255k Jun 30, 2019 Aug 14, 2019
NWAM LLC 4,096 $7,756k Jun 30, 2019 Jul 18, 2019
Endurance Wealth Management Inc 159 $301k Jun 30, 2019 Jul 30, 2019
Triangle Securities Wealth Management 747 $1,458k Jun 30, 2019 Jul 10, 2019
Wespac Advisors LLC 312 $591k Jun 30, 2019 Jul 23, 2019
OLD West Investment Management LLC 250 $473k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 37,771 $71,524k Jun 30, 2019 Jul 15, 2019
Evercore Wealth Management LLC 20 $38k Jun 30, 2019 Aug 13, 2019
Convergence Investment Partners LLC 2,000 $3,787k Jun 30, 2019 Jul 23, 2019
Capwealth Advisors LLC 5,020 $9,506k Jun 30, 2019 Aug 13, 2019
Wellington Shields & Co LLC 480 $909k Jun 30, 2019 Aug 8, 2019
Telos Capital Management Inc 2,152 $4,075k Jun 30, 2019 Jul 19, 2019
Arrowmark Colorado Holdings LLC 1,374 $2,602k Jun 30, 2019 Aug 14, 2019
and Wealth Partners LLC 21,354 $40,437k Jun 30, 2019 Aug 6, 2019
Evermay Wealth Management LLC 2,887 $5,467k Jun 30, 2019 Jul 23, 2019
Hudock Capital Group LLC 242 $458k Jun 30, 2019 Jul 30, 2019
The Central Trust Bank 4,071 $7,709k Jun 30, 2019 Jul 16, 2019
Bienville Capital Management LLC 330 $625k Jun 30, 2019 Aug 14, 2019
Motley FOOL Asset Management LLC 22,646 $42,883k Jun 30, 2019 Aug 14, 2019
HMS Capital Management LLC 200 $379k Put Jun 30, 2019 Jul 12, 2019
Menta Capital LLC 614 $1,163k Jun 30, 2019 Aug 7, 2019
Granite Investment Advisors LLC 2,174 $4,117k Jun 30, 2019 Jul 23, 2019
Monte Financial Group LLC 122 $231k Jun 30, 2019 Aug 7, 2019
Artisan Partners Limited Partnership 377,432 $714,717k Jun 30, 2019 Aug 9, 2019
Congress Park Capital LLC 2,395 $4,654k Jun 30, 2019 Aug 2, 2019
ACG Wealth Inc 8,517 $16,128k Jun 30, 2019 Aug 6, 2019
Kingfisher Capital LLC 985 $1,865k Jun 30, 2019 Aug 14, 2019
Carnegie Capital Asset Management LLC 16,000 $30,298k Jun 30, 2019 Jul 24, 2019
Wellington Shields Capital Management LLC 5,148 $9,748k Jun 30, 2019 Aug 8, 2019
Granite Investment Partners LLC 17,988 $34,063k Jun 30, 2019 Aug 7, 2019
Riverpark Advisors LLC 3,754 $7,109k Jun 30, 2019 Aug 13, 2019
Firsthand Capital Management Inc 4,000 $7,575k Jun 30, 2019 Aug 14, 2019
Riverpark Capital Management LLC 12,215 $23,131k Jun 30, 2019 Aug 13, 2019
Drexel Morgan & Co 785 $1,486k Jun 30, 2019 Aug 8, 2019
Vulcan Value Partners LLC 273,778 $518,434k Jun 30, 2019 Aug 14, 2019
Secrest Blakey & Associates LLC 100 $189k Call Jun 30, 2019 Aug 13, 2019
Biltmore Wealth Management LLC 341 $646k Jun 30, 2019 Jul 23, 2019
Dynamic Advisor Solutions LLC 200 $5k Put Jun 30, 2019 Aug 13, 2019
Strategic Investment Advisors Inc 5,730 $10,850k Jun 30, 2019 Jul 22, 2019
Nikulski Financial Inc 3,140 $6,255k Jun 30, 2019 Jul 22, 2019
Cahaba Wealth Management Inc 117 $222k Jun 30, 2019 Jul 31, 2019
Charles Schwab Investment Advisory Inc 144 $272k Jun 30, 2019 Aug 12, 2019
Pathstone Family Office LLC 3,767 $7,133k Jun 30, 2019 Aug 14, 2019
Barber Financial Group 325 $615k Jun 30, 2019 Aug 9, 2019
USCA RIA LLC 4,881 $9,243k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 700 $1,326k Jun 30, 2019 Jul 22, 2019
Successful Portfolios LLC 783 $1,483k Jun 30, 2019 Jul 11, 2019
Lucia Wealth Services LLC 195 $369k Jun 30, 2019 Jul 23, 2019
Newsquare Capital LLC 314 $595k Jun 30, 2019 Aug 20, 2019
Joel Isaacson & Co LLC 2,922 $5,533k Jun 30, 2019 Jul 11, 2019
LLBH Private Wealth Management LLC 836 $1,583k Jun 30, 2019 Aug 13, 2019
Avondale Wealth Management LLC 79 $150k Jun 30, 2019 Jul 26, 2019
SNS Financial Group LLC 1,806 $3,420k Jun 30, 2019 Jul 26, 2019
QS Investors LLC 27,228 $51,560k Jun 30, 2019 Aug 14, 2019
Ballast Inc 185 $350k Jun 30, 2019 Jul 26, 2019
BECK Capital Management LLC 4,029 $7,629k Jun 30, 2019 Aug 14, 2019
Ranger International Management LP 51 $97k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 559 $1,059k Jun 30, 2019 Jul 23, 2019
Voloridge Investment Management LLC 37,719 $71,426k Jun 30, 2019 Aug 14, 2019
Hermes Investment Management Limited 108,579 $184,563k Jun 30, 2018 Jul 24, 2018
First National Bank of Omaha 308 $583k Jun 30, 2019 Jul 10, 2019
Stratos Wealth Partners Ltd 16,017 $30,330k Jun 30, 2019 Aug 6, 2019
Richard Bernstein Advisors LLC 12,339 $23,365k Jun 30, 2019 Aug 9, 2019
Lombard Odier Asset Management USA Corp 10,000 $18,936k Jun 30, 2019 Aug 14, 2019
Allsquare Wealth Management LLC 284 $538k Jun 30, 2019 Aug 13, 2019
Arbor Wealth Management LLC 5 $9k Jun 30, 2019 Jul 16, 2019
Providence Wealth Advisors LLC 140 $268k Jun 30, 2019 Jul 22, 2019
Independence Advisors LLC 173 $328k Jun 30, 2019 Aug 12, 2019
EMS Capital LP 48,610 $92,049k Jun 30, 2019 Aug 14, 2019
FFCM LLC 3,887 $7,361k Jun 30, 2019 Jul 30, 2019
Connecticut Wealth Management LLC 237 $449k Jun 30, 2019 Jul 29, 2019
Arrowgrass Capital Partners LLP 65,200 $62,680k Sep 30, 2017 Nov 14, 2017
Montrusco Bolton Investments Inc 19,191 $35,488k Jun 30, 2019 Aug 5, 2019
Spectrum Management Group Inc 2,091 $3,960k Jun 30, 2019 Aug 2, 2019
Futureadvisor Inc 693 $355k Sep 30, 2015 Nov 17, 2015
Contour Asset Management LLC 34,343 $65,033k Jun 30, 2019 Aug 14, 2019
Altium Wealth Management LLC 2,594 $4,911k Jun 30, 2019 Jul 18, 2019
Vontobel Swiss Wealth Advisors AG 805 $1,524k Jun 30, 2019 Aug 12, 2019
MOAB Capital Partners LLC 5,699 $10,792k Jun 30, 2019 Aug 14, 2019
Antipodean Advisors LLC 3,650 $6,912k Jun 30, 2019 Aug 14, 2019
American National Registered Investment Advisor Inc 3,351 $6,336k Jun 30, 2019 Aug 5, 2019
Personal Capital Advisors Corporation 37,938 $71,841k Jun 30, 2019 Aug 14, 2019
Sippican Capital Advisors LLC 134 $254k Jun 30, 2019 Jul 17, 2019
Light Street Capital Management LLC 51,057 $96,683k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 45,180 $85,554k Jun 30, 2019 Aug 13, 2019
Berman Capital Advisors LLC 558 $1,056k Jun 30, 2019 Jul 30, 2019
Weiss Asset Management LP 110 $208k Jun 30, 2019 Aug 14, 2019
Modera Wealth Management LLC 393 $744k Jun 30, 2019 Aug 7, 2019
Archon Partners LLC 13,983 $26,479k Jun 30, 2019 Aug 14, 2019
Highvista Strategies LLC 2,000 $3,787k Jun 30, 2019 Aug 14, 2019
Kavar Capital Partners LLC 491 $930k Jun 30, 2019 Aug 1, 2019
Hudson BAY Capital Management LP 4,200 $7,953k Jun 30, 2019 Aug 14, 2019
CPWM LLC 19,075 $36,121k Jun 30, 2019 Aug 2, 2019
Nippon Life Global Investors Americas Inc 24,170 $45,769k Jun 30, 2019 Jul 23, 2019
Independence Financial Advisors LLC 173 $328k Jun 30, 2019 Aug 12, 2019
Oxbow Advisors LLC 1,403 $2,657k Jun 30, 2019 Aug 7, 2019
Eulav Asset Management 21,000 $39,766k Jun 30, 2019 Aug 5, 2019
Barometer Capital Management Inc 278 $526k Jun 30, 2019 Aug 13, 2019
Lone Pine Capital LLC 466,511 $883,399k Jun 30, 2019 Aug 14, 2019
Mountain Capital Investment Advisors Inc 197 $359k Jun 30, 2019 Aug 14, 2019
Jericho Capital Asset Management LP 96,196 $182,160k Jun 30, 2019 Aug 14, 2019
CI Global Investments Inc 12 $24k Sep 30, 2018 Nov 9, 2018
Telemark Asset Management LLC 50,000 $94,682k Jun 30, 2019 Aug 14, 2019
Quantitative Investment Management LLC 63,072 $119,435k Jun 30, 2019 Aug 14, 2019
Vista Equity Partners Management LLC 10,951 $20,737k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 8,673 $16,423k Jun 30, 2019 Aug 5, 2019
Arrowgrass Capital Partners US LP 5,000 $9,468k Put Jun 30, 2019 Aug 14, 2019
Highwater Wealth Management LLC 133 $252k Jun 30, 2019 Jul 18, 2019
Valinor Management LP 37,350 $70,727k Jun 30, 2019 Aug 14, 2019
Ulysses Management LLC 2,200 $4,166k Call Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 2,610 $4,942k Jun 30, 2019 Jul 10, 2019
Crystal Rock Capital Management LLC 2,380 $4,507k Jun 30, 2019 Aug 9, 2019
Spectrum Group Management LLC 2,091 $3,960k Jun 30, 2019 Aug 2, 2019
SCGE Management LP 53,600 $101,499k Jun 30, 2019 Aug 14, 2019
Alphastar Capital Management LLC 189 $358k Jun 30, 2019 Aug 14, 2019
Clear Perspective Advisors LLC 1,292 $2,447k Jun 30, 2019 Aug 12, 2019
Permanens Capital LP 902 $1,708k Jun 30, 2019 Aug 9, 2019
White ELM Capital LLC 9,902 $18,751k Jun 30, 2019 Aug 14, 2019
Kingdon Capital Management LLC 13,642 $25,833k Jun 30, 2019 Aug 14, 2019
Global Endowment Management LP 42,147 $79,809k Jun 30, 2019 Aug 12, 2019
Coatue Management LLC 240,531 $455,477k Jun 30, 2019 Aug 14, 2019
Northstar Company LLC 3,500 $6,628k Jun 30, 2019 Jul 12, 2019
Blackhawk Capital Partners LLC 1,530 $2,897k Jun 30, 2019 Aug 13, 2019
Valiant Capital Management LP 43,380 $82,146k Jun 30, 2019 Aug 9, 2019
Prelude Capital Management LLC 500 $947k Call Jun 30, 2019 Aug 14, 2019
Leonard Green & Partners LP 4,000 $7,575k Jun 30, 2019 Aug 14, 2019
Corvex Management LP 25,700 $48,666k Jun 30, 2019 Aug 14, 2019
SELZ Capital LLC 3,900 $7,385k Jun 30, 2019 Jul 18, 2019
Advisory Alpha LLC 308 $605k Jun 30, 2019 Aug 16, 2019
Samlyn Capital LLC 3,700 $7,007k Jun 30, 2019 Aug 14, 2019
TLWM LLC 399 $766k Jun 30, 2019 Jul 12, 2019
Investec Asset Management Limited 648,507 $430,045k Jun 30, 2019 Jul 30, 2019
DSC Advisors LP 325 $615k Jun 30, 2019 Aug 14, 2019
NWI Management LP 80,000 $151,490k Jun 30, 2019 Aug 14, 2019
Gentrust LLC 1,550 $2,935k Jun 30, 2019 Aug 2, 2019
Lenox Wealth Advisors LLC 1,298 $2,458k Jun 30, 2019 Jul 12, 2019
RFG Advisory LLC 788 $1,495k Jun 30, 2019 Aug 23, 2019
Wespac Advisors Socal LLC 1,299 $2,459k Jun 30, 2019 Jul 30, 2019
Tokio Marine Asset Management USA Ltd 15,051 $28,501k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 982 $1,860k Jun 30, 2019 Jul 15, 2019
Diligent Investors LLC 590 $1,117k Jun 30, 2019 Aug 1, 2019
Polaris Greystone Financial Group LLC 2,884 $5,544k Jun 30, 2019 Jul 25, 2019
Horizon Financial Services LLC 191 $362k Jun 30, 2019 Aug 13, 2019
EFG Asset Management Americas Corp 6,374 $12,070k Jun 30, 2019 Jul 9, 2019
Cambridge Advisors LLC 123 $233k Jun 30, 2019 Jul 26, 2019
CWA Asset Management Group LLC 9,637 $18,249k Jun 30, 2019 Aug 13, 2019
Wealthplan Partners Inc 1,903 $3,472k Jun 30, 2019 Aug 19, 2019
Mawer Investment Management Ltd 22,827 $43,226k Jun 30, 2019 Aug 6, 2019
Pratt Collard Advisory Partners LLC 134 $254k Jun 30, 2019 Jul 16, 2019
Iconiq Capital LLC 666 $1,261k Jun 30, 2019 Aug 15, 2019
SVA Plumb Wealth Management LLC 2,208 $4,181k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 1,355 $2,566k Jun 30, 2019 Jul 22, 2019
Johanson Financial Advisors Inc 1,099 $2,078k Jun 30, 2019 Jul 29, 2019
Magellan Asset Management Limited 31 $59k Jun 30, 2019 Aug 13, 2019
The Colony Group LLC 7,891 $14,943k Jun 30, 2019 Aug 19, 2019
Alpha Cubed Investments LLC 10,354 $19,607k Jun 30, 2019 Jul 19, 2019
Newport Wealth Strategies Inc 1,123 $2,237k Jun 30, 2019 Jul 22, 2019
Baltimore-Washington Financial Advisors Inc 6,783 $12,844k Jun 30, 2019 Jul 25, 2019
LVW Advisors LLC 1,287 $2,437k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 319 $604k Jun 30, 2019 Jul 29, 2019
Cornerstone Capital Corp 2,571 $4,869k Jun 30, 2019 Aug 14, 2019
Maplelane Capital LLC 9,267 $17,548k Jun 30, 2019 Aug 14, 2019
Cipher Capital LP 266 $504k Jun 30, 2019 Aug 13, 2019
Peavine Capital LLC 170 $322k Jun 30, 2019 Jul 24, 2019
Altimeter Capital Management LP 8,000 $15,149k Jun 30, 2019 Aug 14, 2019
Matrix Capital Management Company LP 104,100 $197,127k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 464 $879k Jun 30, 2019 Aug 14, 2019
ECHO Street Capital Management LLC 12,227 $23,153k Jun 30, 2019 Aug 14, 2019
Somerset Group LLC 2,121 $4,016k Jun 30, 2019 Aug 12, 2019
Tiger Global Management LLC 704,112 $1,333,328k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 415 $790k Jun 30, 2019 Aug 9, 2019
Stockbridge Partners LLC 119,712 $226,690k Jun 30, 2019 Aug 14, 2019
JW Asset Management LLC 18,552 $35,131k Jun 30, 2019 Aug 9, 2019
Hillhouse Capital Management Ltd 43,156 $81,721k Jun 30, 2019 Aug 14, 2019
Bloom Tree Partners LLC 18,864 $35,721k Jun 30, 2019 Aug 13, 2019
Pointstate Capital LP 4,300 $8,143k Call Jun 30, 2019 Aug 14, 2019
Spearhead Capital Advisors LLC 2,426 $4,594k Jun 30, 2019 Jul 17, 2019
Meridian Wealth Management LLC 7,381 $139,769k Jun 30, 2019 Jul 19, 2019
Stevens Capital Management LP 12,159 $23,025k Jun 30, 2019 Jul 31, 2019
Zweig-Dimenna Associates LLC 28,792 $54,521k Jun 30, 2019 Jul 10, 2019
Tiger EYE Capital LLC 14,632 $27,708k Jun 30, 2019 Aug 14, 2019
Sovarnum Capital LP 600 $1,136k Jun 30, 2019 Aug 14, 2019
Woodson Capital Management LP 17,000 $32,192k Jun 30, 2019 Aug 14, 2019
Rothschild Capital Partners LLC 7,037 $13,325k Jun 30, 2019 Jul 17, 2019
TB Alternative Assets Ltd 600 $1,136k Jun 30, 2019 Jul 16, 2019
Darrell & King LLC 147 $278k Jun 30, 2019 Aug 15, 2019
Incline Global Management LLC 13,826 $26,181k Jun 30, 2019 Aug 14, 2019
Wealth Advisors of Tampa BAY LLC 1,103 $2,089k Jun 30, 2019 Jul 23, 2019
IFM Investors PTY Ltd 29,497 $55,856k Jun 30, 2019 Jul 16, 2019
Selkirk Management LLC 14,415 $27,297k Jun 30, 2019 Aug 13, 2019
GLG Partners LP 22,502 $26,316k Dec 31, 2017 Feb 14, 2018
The Investment House LLC 16,248 $30,768k Jun 30, 2019 Aug 5, 2019
LYON Street Capital LLC 801 $1,517k Jun 30, 2019 Aug 14, 2019
Bridgeworth LLC 834 $1,579k Jun 30, 2019 Jul 25, 2019
Regent Investment Management LLC 10 $19k Jun 30, 2019 Jul 15, 2019
Interval Partners LP 36,759 $69,608k Jun 30, 2019 Aug 12, 2019
Glacier Peak Capital LLC 139 $263k Jun 30, 2019 Aug 12, 2019
Segment Wealth Management LLC 1,037 $1,964k Jun 30, 2019 Jul 29, 2019
Bernicke Wealth Management Ltd 559 $1,059k Jun 30, 2019 Aug 5, 2019
Wealthstar Advisors LLC 239 $455k Jun 30, 2019 Aug 7, 2019
Canal Capital Management LLC 748 $1,416k Jun 30, 2019 Jul 31, 2019
Guardian Point Capital LP 10,000 $18,936k Jun 30, 2019 Aug 14, 2019
Inspirion Wealth Advisors LLC 353 $668k Jun 30, 2019 Jul 15, 2019
Zevin Asset Management LLC 2,339 $4,429k Jun 30, 2019 Aug 6, 2019
Landscape Capital Management LLC 1,242 $2,352k Jun 30, 2019 Aug 8, 2019
Oak Grove Capital LLC 950 $1,799k Jun 30, 2019 Aug 9, 2019
Manor ROAD Capital Partners LLC 38,750 $73,378k Jun 30, 2019 Aug 14, 2019
Motley FOOL Wealth Management LLC 43,755 $82,856k Jun 30, 2019 Aug 14, 2019
VGI Partners PTY Limited 96,314 $182,383k Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 1,421 $2,691k Jun 30, 2019 Aug 6, 2019
Claraphi Advisory Network LLC 130 $245k Jun 30, 2019 Jul 29, 2019
Lakeview Capital Partners LLC 1,562 $2,958k Jun 30, 2019 Aug 5, 2019
Lodge Hill Capital LLC 5,000 $9,468k Jun 30, 2019 Aug 13, 2019
Kayak Investment Partners LLC 8,078 $15,297k Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 290 $549k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 1,622 $3,071k Jun 30, 2019 Aug 8, 2019
Infrastructure Capital Advisors LLC 106 $201k Jun 30, 2019 Aug 13, 2019
UNIO Capital LLC 280 $530k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 3,779 $72,640k Jun 30, 2019 Jul 31, 2019
Harwood Advisory Group LLC 2,868 $5,431k Jun 30, 2019 Aug 7, 2019
Cedar Wealth Management LLC 17 $32k Jun 30, 2019 Jul 24, 2019
Biltmore Family Office LLC 256 $485k Jun 30, 2019 Jul 31, 2019
Atika Capital Management LLC 2,419 $4,581k Jun 30, 2019 Aug 12, 2019
Harbor Spring Capital LLC 20,500 $38,819k Jun 30, 2019 Aug 15, 2019
Northrock Partners LLC 381 $721k Jun 30, 2019 Aug 12, 2019
Bronfman EL Rothschild LP 5,140 $9,733k Jun 30, 2019 Aug 12, 2019
HGI Capital Management LLC 1,300 $2,462k Jun 30, 2019 Jul 26, 2019
Lincoln Capital LLC 286 $542k Jun 30, 2019 Jul 12, 2019
Capital Impact Advisors LLC 5,254 $10,005k Jun 30, 2019 Jul 19, 2019
Riverpoint Wealth Management Holdings LLC 128 $242k Jun 30, 2019 Aug 12, 2019
Asset Management Group Investment Corp 450 $852k Jun 30, 2019 Aug 14, 2019
Ropes Wealth Advisors LLC 4,436 $8,400k Jun 30, 2019 Jul 31, 2019
RWC Asset Management LLP 68,915 $130,500k Jun 30, 2019 Aug 13, 2019
MYDA Advisors LLC 2,000 $3,787k Jun 30, 2019 Aug 13, 2019
Telemus Capital LLC 14,390 $25,399k Jun 30, 2019 Aug 9, 2019
Torch Wealth Management LLC 706 $1,337k Jun 30, 2019 Aug 2, 2019
Foxhaven Asset Management LP 50,405 $95,448k Jun 30, 2019 Aug 14, 2019
Gradient Capital Advisors LLC 163 $309k Jun 30, 2019 Jul 16, 2019
Armistice Capital LLC 4,000 $7,575k Jun 30, 2019 Aug 14, 2019
Shepherd Financial Partners LLC 3,458 $6,548k Jun 30, 2019 Aug 5, 2019
Think Investments LP 21,800 $41,281k Jun 30, 2019 Aug 14, 2019
ARK Investment Management LLC 11,183 $21,176k Jun 30, 2019 Jul 30, 2019
ST Johns Investment Management Company LLC 1,267 $2,399k Jun 30, 2019 Jul 24, 2019
Alliance Wealth Management Group LLC 137 $259k Jun 30, 2019 Aug 12, 2019
Venturi Wealth Management LLC 1,185 $2,244k Jun 30, 2019 Aug 7, 2019
Emerald Investment Partners LLC 303 $574k Jun 30, 2019 Aug 12, 2019
Shellback Capital LP 7,000 $13,255k Jun 30, 2019 Aug 14, 2019
Vernier Capital Partners LP 5,910 $11,191k Jun 30, 2019 Aug 14, 2019
Fluent Financial LLC 1,105 $2,092k Jun 30, 2019 Jul 29, 2019
Capital Bank and Trust Company 79,808 $151,197k Jun 30, 2019 Aug 14, 2019
Strid Group LLC 186 $352k Jun 30, 2019 Aug 2, 2019
AO Asset Management LP 14,840 $28,101k Jun 30, 2019 Aug 13, 2019
Capital Planning Advisors LLC 1,973 $3,736k Jun 30, 2019 Aug 9, 2019
BRAY Capital Advisors LLC 3,822 $7,237k Jun 30, 2019 Jul 29, 2019
Chartwell Investment Partners LLC 6,307 $11,943k Jun 30, 2019 Aug 19, 2019
Measured Wealth Private Client Group LLC 250 $473k Jun 30, 2019 Jul 26, 2019
Kovack International Advisors Inc 3 $47k Call Jun 30, 2019 Aug 14, 2019
Marathon Trading Investment Management LLC 1,293 $2,448k Jun 30, 2019 Aug 14, 2019
Graticule Asia Macro Advisors LLC 36,000 $68,171k Call Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 655 $1,240k Jun 30, 2019 Aug 6, 2019
Cardan Capital Partners LLC 430 $814k Jun 30, 2019 Jul 16, 2019
Mcadam LLC 354 $670k Jun 30, 2019 Jul 30, 2019
Ostrum Asset Management US LLC 8,885 $15,822k Mar 31, 2019 May 15, 2019
Summit Financial Wealth Advisors LLC 354 $670k Jun 30, 2019 Jul 16, 2019
Hitchwood Capital Management LP 55,000 $104,150k Jun 30, 2019 Aug 14, 2019
GWM Advisors LLC 5,463 $10,345k Jun 30, 2019 Aug 5, 2019
IHT Wealth Management LLC 5,517 $10,436k Jun 30, 2019 Aug 12, 2019
Kaizen Advisory LLC 1,070 $1,607k Dec 31, 2018 Feb 15, 2019
Calixto Global Investors LP 8,500 $16,096,000k Jun 30, 2019 Aug 14, 2019
DAVY Asset Management Limited 1,863 $3,528k Jun 30, 2019 Jul 19, 2019
Good Life Advisors LLC 793 $1,507k Jun 30, 2019 Aug 6, 2019
Mcmahon Financial Advisors LLC 331 $627k Jun 30, 2019 Aug 6, 2019
Spiderrock Advisors LLC 800 $46k Put Jun 30, 2019 Jul 29, 2019
RPG Investment Advisory LLC 3,487 $6,627k Jun 30, 2019 Jul 10, 2019
Granite Financial Partners LLC 17,988 $34,063k Jun 30, 2019 Aug 7, 2019
Sterling Global Strategies LLC 125 $223k Mar 31, 2019 May 15, 2019
Boston Private Wealth LLC 29,654 $56,154k Jun 30, 2019 Jul 10, 2019
Stokes & Hubbell Capital Management LLC 832 $1,482k Mar 31, 2019 Apr 24, 2019
Harborview Advisors LLC 205 $388k Jun 30, 2019 Aug 7, 2019
Melvin Capital Management LP 468,035 $886,285k Jun 30, 2019 Aug 14, 2019
PFG Advisors LLC 1,043 $2,027k Jun 30, 2019 Aug 5, 2019
Cottage Street Advisors LLC 429 $811k Jun 30, 2019 Aug 2, 2019
Hosking Partners LLP 135,415 $256,426k Jun 30, 2019 Aug 13, 2019
Bruderman Asset Management LLC 2,394 $4,533k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 7,882 $14,926k Jun 30, 2019 Aug 7, 2019
Mirador Capital Partners LP 1,898 $3,594k Jun 30, 2019 Aug 6, 2019
William Blair Investment Management LLC 117,805 $223,079k Jun 30, 2019 Aug 9, 2019
Apertura Capital LLC 1,500 $2,840k Jun 30, 2019 Aug 12, 2019
Asturias Capital LLC 4,700 $8,900k Jun 30, 2019 Aug 14, 2019
Carillon Tower Advisers Inc 14,100 $26,700k Jun 30, 2019 Aug 8, 2019
Cribstone Capital Management LLC 449 $850k Jun 30, 2019 Jul 22, 2019
Foundations Investment Advisors LLC 307 $595k Jun 30, 2019 Jul 8, 2019
Crawford Lake Capital Management LLC 12,652 $23,958k Jun 30, 2019 Aug 14, 2019
Irish Life Investment Managers Limited 177,967 $49,419,656k Jun 30, 2013 Aug 13, 2013
Bell & Brown Wealth Advisors LLC 149 $282k Jun 30, 2019 Aug 6, 2019
Aries Wealth Management LLC 1,213 $2,357k Jun 30, 2019 Jul 15, 2019
Ellevest Inc 337 $638k Jun 30, 2019 Aug 20, 2019
Dedora Capital Inc 2,178 $4,124k Jun 30, 2019 Aug 8, 2019
DB Root & Company LLC 598 $1,132k Jun 30, 2019 Jul 19, 2019
Castle Rock Wealth Management LLC 2,058 $3,915k Jun 30, 2019 Aug 8, 2019
Port Capital LLC 1,112 $2,106k Jun 30, 2019 Aug 14, 2019
Stony Point Wealth Management Inc 583 $1,160k Jun 30, 2019 Jul 23, 2019
Tortoise Index Solutions LLC 64 $121k Jun 30, 2019 Aug 14, 2019
Dorchester Wealth Management Company 454 $860k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 1,371 $2,596k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 310 $587k Jun 30, 2019 Aug 7, 2019
Mccollum Christoferson Group LLC 3,660 $6,931k Jun 30, 2019 Jul 11, 2019
ETF Managers Group LLC 1,426 $2,716k Jun 30, 2019 Aug 14, 2019
Proficio Capital Partners LLC 2,372 $4,492k Jun 30, 2019 Aug 13, 2019
Abbrea Capital LLC 4,089 $7,743k Jun 30, 2019 Jul 31, 2019
Quadrant Private Wealth Management LLC 1,144 $2,166k Jun 30, 2019 Aug 13, 2019
Blue CHIP Wealth Management Inc 3,841 $7,273k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 394 $746k Jun 30, 2019 Aug 8, 2019
Cavalier Investments LLC 800 $1,515k Jun 30, 2019 Jul 31, 2019
Epstein and White Financial LLC 245 $466k Jun 30, 2019 Jul 19, 2019
Adams Diversified Equity Fund Inc 41,300 $78,207k Jun 30, 2019 Jul 29, 2019
Stokes Capital Advisors LLC 107 $203k Jun 30, 2019 Jul 15, 2019
FORT PITT Capital Group LLC 785 $1,486k Jun 30, 2019 Aug 9, 2019
Eaton Vance Management International Limited 811,613 $1,536,852k Jun 30, 2019 Aug 16, 2019
Carlson Capital Management LLC 721 $1,365k Jun 30, 2019 Jul 15, 2019
Patton Albertson Miller Group LLC 1,762 $3,185k Jun 30, 2019 Aug 12, 2019
Altman Advisors Inc 1,962 $3,715k Jun 30, 2019 Jul 12, 2019
Marietta Wealth Management LLC 1,201 $2,274k Jun 30, 2019 Aug 14, 2019
SWS Partners LLC 1,098 $2,172k Jun 30, 2019 Aug 13, 2019
Appaloosa LP 185,000 $350,322k Jun 30, 2019 Aug 14, 2019
Stansberry Asset Management LLC 142 $269k Jun 30, 2019 Aug 14, 2019
Kovitz Investment Group Partners LLC 3,271 $6,194k Jun 30, 2019 Aug 14, 2019
Pagnatokarp Partners LLC 2,127 $4,028k Jun 30, 2019 Aug 8, 2019
KJ Harrison & Partners USA Inc 2,185 $4,138k Jun 30, 2019 Aug 5, 2019
Sitrin Capital Management LLC 4,084 $7,734k Jun 30, 2019 Jul 17, 2019
Moloney Securities Asset Management LLC 1,250 $2,367k Jun 30, 2019 Jul 29, 2019
Summit X 564 $1,075k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 2,038 $3,859k Jun 30, 2019 Jul 8, 2019
Point72 Asset Management LP 154,623 $292,799k Jun 30, 2019 Aug 14, 2019
WE ARE One Seven LLC 2,758 $5,222k Jun 30, 2019 Jul 16, 2019
Greystone Managed Investments Inc 7,181 $13,598k Jun 30, 2019 Jul 23, 2019
Gilbert & COOK Inc 407 $771k Jun 30, 2019 Aug 5, 2019
Oribel Capital Management LP 8,893 $16,840k Jun 30, 2019 Aug 14, 2019
Arlington Financial Advisors LLC 2,219 $4,202k Jun 30, 2019 Aug 5, 2019
Honeycomb Asset Management LP 25,000 $47,341k Jun 30, 2019 Aug 14, 2019
SCP Investment LP 4,050 $7,670k Jun 30, 2019 Aug 6, 2019
Carnick & Kubik Group LLC 3,059 $5,793k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 836 $1,583k Jun 30, 2019 Jul 11, 2019
SKYE Global Management LP 21,300 $40,334k Call Jun 30, 2019 Aug 13, 2019
Lyell Wealth Management LP 5,012 $9,491k Jun 30, 2019 Aug 1, 2019
Thorntree Capital Partners LP 13,501 $25,566k Jun 30, 2019 Aug 14, 2019
Lexaurum Advisors LLC 521 $987k Jun 30, 2019 Jul 19, 2019
Arjuna Capital LLC 3,180 $6,022k Jun 30, 2019 Aug 21, 2019
6 Meridian LLC 7,483 $14,170k Jun 30, 2019 Jul 12, 2019
TTP Investments Inc 146 $276k Jun 30, 2019 Aug 5, 2019
WORM Capital LLC 10,000 $18,936k Call Jun 30, 2019 Aug 13, 2019
Neuberger Berman Breton Hill ULC 1,420 $1,365k Sep 30, 2017 Nov 3, 2017
Quattro Financial Advisors LLC 4,455 $8,800,296k Jun 30, 2019 Jul 26, 2019
180 Wealth Advisors LLC 3,812 $7,072k Jun 30, 2019 Aug 5, 2019
Castle HOOK Partners LP 42,770 $80,991k Jun 30, 2019 Aug 14, 2019
FORD Financial Group Inc 380 $719k Jun 30, 2019 Jul 25, 2019
Heritage Financial LLC 359 $680k Jun 30, 2019 Aug 13, 2019
Sicart Associates LLC 366 $693k Jun 30, 2019 Jul 23, 2019
WSFS Capital Management LLC 728 $1,379k Jun 30, 2019 Aug 14, 2019
Aristotle Atlantic Partners LLC 2,445 $4,630k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 4,618 $8,745k Jun 30, 2019 Jul 19, 2019
Ruane Cunniff & Goldfarb LP 217,297 $411,480k Jun 30, 2019 Aug 14, 2019
Maytech Global Investments LLC 10,878 $20,599k Jun 30, 2019 Aug 12, 2019
Strategic Global Advisors LLC 982 $1,860k Jun 30, 2019 Aug 13, 2019
Stormborn Capital Management LLC 6,603 $12,504k Jun 30, 2019 Aug 14, 2019
Crestwood Advisors Group LLC 30,934 $58,578k Jun 30, 2019 Aug 14, 2019
Keeley-Teton Advisors LLC 176 $333k Jun 30, 2019 Aug 12, 2019
Centiva Capital LP 7,700 $14,579k Put Jun 30, 2019 Aug 13, 2019
Turim 21 Investimentos LTDA 6,494 $12,297k Jun 30, 2019 Aug 13, 2019
ALL Terrain Financial Advisors LLC 2,566 $4,859k Jun 30, 2019 Aug 14, 2019
Cfo4Life Group LLC 2,562 $4,851k Jun 30, 2019 Jul 29, 2019
Jordan Park Group LLC 243 $460k Jun 30, 2019 Jul 22, 2019
Holocene Advisors LP 97,943 $185,468k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 1,451 $2,748k Jun 30, 2019 Aug 5, 2019
Prime Capital Investment Advisors LLC 3,237 $6,130k Jun 30, 2019 Aug 6, 2019
Summit Wealth Advisors Inc 354 $670k Jun 30, 2019 Jul 16, 2019
Thames Capital Management LLC 7,020 $13,293k Jun 30, 2019 Aug 14, 2019
Cypress Wealth Services LLC 1,299 $2,460k Jun 30, 2019 Jul 24, 2019
North Fourth Asset Management LP 67,500 $127,820k Call Jun 30, 2019 Aug 9, 2019
LGL Partners LLC 1,250 $2,367k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 1,722 $3,259k Jun 30, 2019 Aug 2, 2019
Wells Trecaso Financial Group LLC 231 $437k Jun 30, 2019 Jul 22, 2019
Centerstar Asset Management LLC 4,300 $244k Put Jun 30, 2019 Aug 2, 2019
Arnhold LLC 1,088 $2,060k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 465 $940k Jun 30, 2019 Jul 17, 2019
JGP Wealth Management LLC 533 $1,009k Jun 30, 2019 Jul 15, 2019
Truvestments Capital LLC 1,624 $3,075k Jun 30, 2019 Jul 15, 2019
Wealth Advisors Group LLC 5,375 $10,178k Jun 30, 2019 Aug 7, 2019
Vishria BIRD Financial Group LLC 4,464 $8,453k Jun 30, 2019 Jul 15, 2019
LMR Partners LLC 683 $1,293k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 6,335 $11,996k Jun 30, 2019 Jul 25, 2019
Summit Financial LLC 319 $604k Jun 30, 2019 Jul 3, 2019
Private Counsel Group Ltd 272 $547k Jun 30, 2019 Jul 29, 2019
Moors & Cabot Inc 6,073 $11,493k Jun 30, 2019 Jul 18, 2019
Fifth Third Securities Inc 115 $217k Jun 30, 2019 Jul 30, 2019
Davenport & Company LLC 40,222 $76,166k Jun 30, 2019 Jul 10, 2019
Cetera Advisors LLC 13,031 $24,677k Jun 30, 2019 Aug 12, 2019
van ECK Associates Corporation 42,771 $80,992k Jun 30, 2019 Aug 7, 2019
Manning & Napier Advisors LLC 19,430 $18,679k Sep 30, 2017 Nov 7, 2017

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