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AEP
(025537101)

Funds Reporting Holdings of AEP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Davenport & Company LLC 19,209 $1,691k Jun 30, 2019 Jul 10, 2019
Foresters Investment Management Company Inc 171,800 $15,120k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 3,493 $307k Jun 30, 2019 Aug 16, 2019
B Riley Wealth Management Inc 2,291 $202k Jun 30, 2019 Aug 14, 2019
VOYA Financial Advisors Inc 8,662 $761k Jun 30, 2019 Aug 14, 2019
Waters Parkerson & Co LLC 8,559 $753k Jun 30, 2019 Aug 6, 2019
Stralem & Company Incorporated 71,420 $6,286k Jun 30, 2019 Jul 16, 2019
KMS Financial Services Inc 31,132 $1,625k Sep 30, 2014 Nov 17, 2014
ARS Investment Partners LLC 122,275 $10,761k Jun 30, 2019 Aug 12, 2019
Abner Herrman & Brock LLC 4,639 $408k Jun 30, 2019 Jul 19, 2019
Prospera Financial Services Inc 6,099 $539k Jun 30, 2019 Aug 14, 2019
Searle & Co 12,893 $1,135k Jun 30, 2019 Jul 17, 2019
Rodgers Brothers Inc 6,117 $538k Jun 30, 2019 Aug 14, 2019
Wilmington Trust Investment Management LLC 4,250 $237k Jun 30, 2014 Aug 13, 2014
Calton & Associates Inc 4,971 $438k Jun 30, 2019 Jul 9, 2019
Sunbelt Securities Inc 2,997 $264k Jun 30, 2019 Aug 1, 2019
The Pacific Center FOR Financial Services 2,175 $191k Jun 30, 2019 Aug 15, 2019
Financial Advantage Inc 2,000 $176k Jun 30, 2019 Jul 23, 2019
Keystone Financial Planning Inc 59,694 $5,254k Jun 30, 2019 Aug 5, 2019
Cleararc Capital Inc 7,355 $647k Jun 30, 2019 Aug 7, 2019
Janus Capital Management LLC 94 $6k Mar 31, 2017 May 16, 2017
Howland Capital Management LLC 2,572 $226k Jun 30, 2019 Jul 17, 2019
Twin Capital Management Inc 17,110 $1,506k Jun 30, 2019 Aug 1, 2019
LEE Financial Group Hawaii Inc 16,805 $1,479k Jun 30, 2019 Jul 30, 2019
AULL & Monroe Investment Management Corp 6,383 $562k Jun 30, 2019 Jul 29, 2019
BOYS Arnold & Company Inc 17,832 $1,569k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 99,656 $8,771k Jun 30, 2019 Jul 29, 2019
Salem Investment Counselors Inc 5,000 $440k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 3,013 $265k Jun 30, 2019 Jul 23, 2019
Gabelli Funds LLC 800,500 $70,452k Jun 30, 2019 Aug 2, 2019
Penobscot Investment Management Company Inc 4,166 $367k Jun 30, 2019 Aug 2, 2019
LOWE Brockenbrough & Company Inc 3,332 $293k Jun 30, 2019 Aug 12, 2019
Murphy Capital Management Inc 17,940 $1,578k Jun 30, 2019 Jul 22, 2019
Wilmington Funds Management Corporation 5,390 $301k Jun 30, 2014 Aug 13, 2014
Sentry Investment Management LLC 28,600 $2,517k Jun 30, 2019 Aug 12, 2019
Panagora Asset Management Inc 405,458 $35,684k Jun 30, 2019 Aug 9, 2019
Schulhoff & Co Inc 2,435 $214k Jun 30, 2019 Aug 7, 2019
Baldwin Brothers Inc 129 $11k Jun 30, 2019 Jul 19, 2019
Cornerstone Capital Inc 2,848 $251k Jun 30, 2019 Aug 14, 2019
AJO LP 357,205 $31,438k Jun 30, 2019 Aug 14, 2019
Cetera Investment Advisers LLC 13,388 $1,182k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 4,744 $418k Jun 30, 2019 Aug 8, 2019
Everence Capital Management Inc 23,310 $2,052k Jun 30, 2019 Aug 2, 2019
Aldebaran Financial Inc 4,545 $400k Jun 30, 2019 Aug 14, 2019
New England Asset Management Inc 51,025 $4,491k Jun 30, 2019 Aug 14, 2019
Regentatlantic Capital LLC 23,651 $2,082k Jun 30, 2019 Jul 23, 2019
Liberty Capital Management Inc 6,350 $559k Jun 30, 2019 Jul 15, 2019
Financial Counselors Inc 4,847 $427k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 2,411 $212k Jun 30, 2019 Aug 12, 2019
Cadence Capital Management LLC 5,204 $458k Jun 30, 2019 Aug 12, 2019
Ipswich Investment Management Company Inc 2,700 $238k Jun 30, 2019 Jul 11, 2019
Renaissance Technologies LLC 4,836,800 $425,687k Jun 30, 2019 Aug 12, 2019
FRED Alger Management Inc 204 $18k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 810 $71k Jun 30, 2019 Aug 2, 2019
America First Investment Advisors LLC 648 $57k Jun 30, 2019 Jul 29, 2019
Dupont Capital Management Corp 5,393 $475k Jun 30, 2019 Jul 30, 2019
Payden & Rygel 290,800 $25,593k Jun 30, 2019 Aug 6, 2019
Savant Capital LLC 4,125 $363k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 1,590,218 $139,955k Jun 30, 2019 Aug 2, 2019
Meyer Handelman Company LLC 71,104 $6,258k Jun 30, 2019 Jul 23, 2019
Sentry Management Inc 28,600 $2,517k Jun 30, 2019 Aug 12, 2019
Conning Inc 8,405 $740k Jun 30, 2019 Jul 25, 2019
Mastrapasqua Asset Management Inc 8,696 $766k Jun 30, 2019 Aug 12, 2019
Oakbrook Investments LLC 16,273 $1,432k Jun 30, 2019 Jul 18, 2019
Clifford SWAN Investment Counsel LLC 4,202 $370k Jun 30, 2019 Aug 13, 2019
Osborne Partners Capital Management LLC 2,375 $209k Jun 30, 2019 Jul 18, 2019
Shamrock Asset Management LLC 62 $5k Jun 30, 2019 Aug 9, 2019
Hall Capital Management Company Inc 3,160 $278k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 4,228 $372k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 1,690 $149k Jun 30, 2019 Aug 13, 2019
Homrich & BERG Inc 21,740 $1,913k Jun 30, 2019 Aug 5, 2019
Affinity Investment Advisors LLC 26,289 $2,314k Jun 30, 2019 Aug 8, 2019
Thomas J Herzfeld Advisors Inc 83 $7k Jun 30, 2019 Aug 13, 2019
Cornerstone Wealth Management LLC 2,468 $217k Jun 30, 2019 Aug 2, 2019
Blue FIN Capital Inc 3,716 $327k Jun 30, 2019 Jul 22, 2019
Marietta Investment Partners LLC 19,744 $1,738k Jun 30, 2019 Aug 13, 2019
Stevens First Principles Investment Advisors 82 $7k Jun 30, 2019 Jul 22, 2019
Court Place Advisors LLC 3,428 $302k Jun 30, 2019 Jul 30, 2019
Douglass Winthrop Advisors LLC 5,220 $459k Jun 30, 2019 Jul 10, 2019
Tower VIEW Investment Management & Research LLC 4,460 $393k Jun 30, 2019 Jul 17, 2019
MARK Sheptoff Financial Planning LLC 21,886 $1,926k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 14,627 $1,287k Jun 30, 2019 Aug 14, 2019
Hallmark Capital Management Inc 24,140 $2,125k Jun 30, 2019 Aug 8, 2019
Diversified Portfolios Inc 2,483 $219k Jun 30, 2019 Aug 13, 2019
Edgemoor Investment Advisors Inc 118,820 $10,457k Jun 30, 2019 Aug 9, 2019
The Mathes Company Inc 4,625 $407k Jun 30, 2019 Jul 29, 2019
Arlington Partners LLC 400 $35k Jun 30, 2019 Jul 10, 2019
Hussman Strategic Advisors Inc 1,000 $88k Jun 30, 2019 Jul 31, 2019
Crossvault Capital Management LLC 5,200 $458k Jun 30, 2019 Jul 19, 2019
Summit Financial Group Inc 100 $9k Jun 30, 2019 Jul 3, 2019
Horizon Investments LLC 5,635 $496k Jun 30, 2019 Aug 14, 2019
Gables Capital Management Inc 3,993 $352k Jun 30, 2019 Jul 31, 2019
Churchill Management Corp 24,226 $2,132k Jun 30, 2019 Jul 10, 2019
Guardian Capital Advisors LP 65,235 $5,880k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 15,776 $1,388k Jun 30, 2019 Jul 5, 2019
Strategy Asset Managers LLC 3,156 $278k Jun 30, 2019 Aug 14, 2019
American Investment Services Inc 12,373 $1,089k Jun 30, 2019 Aug 6, 2019
Alpha Windward LLC 3,220 $289k Jun 30, 2019 Jul 30, 2019
TDAM USA Inc 11,895 $1,047k Jun 30, 2019 Aug 1, 2019
Altfest L J & Co Inc 4,129 $363k Jun 30, 2019 Jul 15, 2019
Winch Advisory Services LLC 5 $1k Jun 30, 2019 Aug 7, 2019
Colonial Trust Advisors Inc 6,635 $584k Jun 30, 2019 Aug 21, 2019
Crawford Investment Counsel Inc 3,500 $308k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 2,552 $225k Jun 30, 2019 Aug 13, 2019
Rothschild & Co Asset Management US Inc 671,796 $59,124k Jun 30, 2019 Jul 25, 2019
First Heartland Consultants Inc 4,493 $395k Jun 30, 2019 Aug 12, 2019
ZWJ Investment Counsel Inc 4,167 $367k Jun 30, 2019 Jul 24, 2019
James Investment Research Inc 45,968 $4,046k Jun 30, 2019 Jul 24, 2019
Becker Capital Management Inc 2,404 $212k Jun 30, 2019 Aug 8, 2019
Pinnacle Associates Ltd 12,143 $1,069k Jun 30, 2019 Aug 5, 2019
Horizon Investment Services LLC 7,949 $700k Jun 30, 2019 Aug 13, 2019
Brandywine Global Investment Management LLC 413,593 $36,401k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 6,225 $548k Jun 30, 2019 Jul 26, 2019
Zacks Investment Management Inc 645,937 $56,849k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisors Inc 35,000 $2,931k Mar 31, 2019 May 13, 2019
Family Legacy Inc 2,980 $262k Jun 30, 2019 Jul 25, 2019
Willis Investment Counsel Inc 243,800 $21,457k Jun 30, 2019 Aug 14, 2019
NTV Asset Management LLC 8,326 $733k Jun 30, 2019 Jul 29, 2019
Shakespeare Wealth Management Inc 3,221 $283k Jun 30, 2019 Aug 12, 2019
Stanley-Laman Group Ltd 26,277 $2,313k Jun 30, 2019 Aug 1, 2019
South Texas Money Management Ltd 4,156 $366k Jun 30, 2019 Jul 2, 2019
Cambridge Financial Group Inc 4,200 $370k Jun 30, 2019 Jul 29, 2019
South Street Advisors LLC 5,520 $486k Jun 30, 2019 Jul 22, 2019
Bank of Hawaii 13,260 $1,167k Jun 30, 2019 Aug 15, 2019
Alpine Woods Capital Investors LLC 5,550 $488k Jun 30, 2019 Aug 5, 2019
Avalon Advisors LLC 169,381 $14,907k Jun 30, 2019 Aug 14, 2019
Mission Wealth Management LP 5,019 $442k Jun 30, 2019 Aug 9, 2019
Heritage Investment Group Inc 2,486 $219k Jun 30, 2019 Aug 13, 2019
Princeton Capital Management LLC 1,215 $107k Jun 30, 2019 Aug 12, 2019
Impax Asset Management LLC 5,907 $409k Jun 30, 2018 Aug 14, 2018
Cornerstone Advisors LLC 35,000 $2,931k Mar 31, 2019 May 13, 2019
Advisor Partners LLC 15,510 $1,365k Jun 30, 2019 Jul 26, 2019
Main Street Research LLC 2,630 $231k Jun 30, 2019 Aug 8, 2019
Welch & Forbes LLC 3,334 $293k Jun 30, 2019 Jul 12, 2019
Legacy Financial Advisors Corporation 293 $26k Jun 30, 2019 Jul 15, 2019
Cornerstone Investment Advisors LLC 35,000 $2,931k Mar 31, 2019 May 13, 2019
Johnson Investment Counsel Inc 28,404 $2,499k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 4,200 $370k Jun 30, 2019 Jul 29, 2019
North Star Investment Management Corporation 57,031 $5,019k Jun 30, 2019 Jul 15, 2019
Sequoia Financial Advisors LLC 8,292 $730k Jun 30, 2019 Jul 31, 2019
Sheaff Brock Investment Advisors LLC 5,704 $502k Jun 30, 2019 Jul 31, 2019
The O'Dell Group LLC 3,682 $324k Jun 30, 2019 Jul 24, 2019
Beacon Capital Management Inc 1 $0k Jun 30, 2019 Jul 18, 2019
First National Corporation 4,847 $427k Jun 30, 2019 Jul 22, 2019
Probity Advisors Inc 13,037 $1,147k Jun 30, 2019 Aug 8, 2019
Allen Investment Management LLC 6,066 $534k Jun 30, 2019 Aug 12, 2019
Ancora Family Wealth Advisors LLC 6,260 $402k Sep 30, 2016 Nov 4, 2016
Johnson Financial Group LLC 560 $49k Jun 30, 2019 Aug 9, 2019
Interactive Financial Advisors Inc 3,500 $308k Jun 30, 2019 Jul 17, 2019
Tiemann Investment Advisors LLC 3,040 $268k Jun 30, 2019 Aug 13, 2019
Capital Fund Management SA 321,400 $28,286k Put Jun 30, 2019 Aug 12, 2019
Strategic Advisors LLC 3,456 $304k Jun 30, 2019 Jul 22, 2019
EQIS Capital Management Inc 8,262 $727k Jun 30, 2019 Jul 18, 2019
Vantage Advisors LLC 792 $41k Sep 30, 2018 Nov 9, 2018
Private Wealth Advisors Inc 3,024 $266k Jun 30, 2019 Aug 7, 2019
Texas Yale Capital Corp 10,075 $887k Jun 30, 2019 Jul 24, 2019
Granite Group Advisors LLC 20,682 $1,820k Jun 30, 2019 Jul 23, 2019
West Oak Capital LLC 621 $55k Jun 30, 2019 Jul 12, 2019
The Relaxing Retirement Coach Inc 3,844 $338k Jun 30, 2019 Aug 5, 2019
Wealth Advisors Inc 3,024 $266k Jun 30, 2019 Aug 7, 2019
E & G Advisors LP 4,300 $378k Jun 30, 2019 Jul 12, 2019
Winton Capital Management Ltd 114,312 $5,791k Mar 31, 2014 May 1, 2014
Veritable LP 17,079 $1,503k Jun 30, 2019 Aug 12, 2019
Carret Asset Management LLC 73,529 $6,471k Jun 30, 2019 Aug 12, 2019
Epoch Investment Partners Inc 594,437 $52,316k Jun 30, 2019 Aug 13, 2019
Hexavest Inc 514,970 $45,323k Jun 30, 2019 Jul 10, 2019
Cranbrook Wealth Management LLC 1,709 $150k Jun 30, 2019 Aug 7, 2019
Global Financial Private Capital LLC 174 $15k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 13,583 $1,195k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 26,955 $1,533k Sep 30, 2015 Nov 16, 2015
1919 Investment Counsel LLC 2,397 $126k Sep 30, 2014 Nov 14, 2014
HUGH Johnson Advisors LLC 13,882 $1,222k Jun 30, 2019 Aug 6, 2019
Bowling Portfolio Management LLC 12,437 $1,095k Jun 30, 2019 Jul 25, 2019
Level Four Advisory Services LLC 10,632 $937k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 112,073 $9,864k Jun 30, 2019 Aug 15, 2019
Armor Investment Advisors LLC 2,884 $254k Jun 30, 2019 Aug 13, 2019
RMB Capital Management LLC 4,036 $355k Jun 30, 2019 Aug 13, 2019
Mckinley Carter Wealth Services Inc 3,235 $285k Jun 30, 2019 Aug 2, 2019
Strategic Investment Advisors LLC 3,456 $304k Jun 30, 2019 Jul 22, 2019
Weiss Multi-Strategy Advisers LLC 110,000 $9,681k Jun 30, 2019 Aug 14, 2019
Ifrah Financial Services Inc 4,609 $406k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 46,642 $4,105k Jun 30, 2019 Aug 12, 2019
GLG LLC 22,466 $1,653k Dec 31, 2017 Feb 14, 2018
BLB & B Advisors LLC 8,258 $727k Jun 30, 2019 Jul 29, 2019
Lehman Financial Resources Inc 5,257 $372k Sep 30, 2018 Nov 14, 2018
Legacy Advisors LLC 293 $26k Jun 30, 2019 Jul 15, 2019
USA Financial Portformulas Corporation 23,019 $1,928k Jun 30, 2019 Aug 12, 2019
Energy Income Partners LLC 25,653 $2,258k Jun 30, 2019 Aug 14, 2019
Kovack Advisors Inc 6,539 $575k Jun 30, 2019 Aug 14, 2019
Brookstone Capital Management LLC 4,019 $354k Jun 30, 2019 Jul 25, 2019
Crow Point Partners LLC 230,000 $20,242k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 3,024 $266k Jun 30, 2019 Aug 7, 2019
Managed Account Advisors LLC 434,933 $23,038k Jun 30, 2015 Aug 14, 2015
Spears Abacus Advisors LLC 4,350 $383k Jun 30, 2019 Aug 9, 2019
Gyroscope Capital Management Group LLC 4,479 $402k Jun 30, 2019 Jul 11, 2019
Impax Asset Management Ltd 5,907 $409k Jun 30, 2018 Aug 14, 2018
Buckingham Asset Management LLC 7,838 $690k Jun 30, 2019 Aug 5, 2019
Checchi Capital Advisers LLC 6,081 $535k Jun 30, 2019 Aug 6, 2019
Perella Weinberg Partners Capital Management LP 11,716 $1,031k Jun 30, 2019 Jul 22, 2019
Jaffetilchin Investment Partners LLC 3,155 $278k Jun 30, 2019 Aug 13, 2019
Gilman Hill Asset Management LLC 5,273 $464k Jun 30, 2019 Jul 17, 2019
Frontier Wealth Management LLC 9,324 $821k Jun 30, 2019 Aug 16, 2019
Barry Investment Advisors LLC 2,492 $219k Jun 30, 2019 Jul 26, 2019
Palladium Partners LLC 6,372 $561k Jun 30, 2019 Aug 7, 2019
Mcilrath & ECK LLC 80 $7k Jun 30, 2019 Aug 8, 2019
Cornell Pochily Investment Advisors Inc 6,457 $568k Jun 30, 2019 Jul 22, 2019
DEAN Capital Management LLC 7,171 $631k Jun 30, 2019 Aug 12, 2019
ZEKE Capital Advisors LLC 6,293 $554k Jun 30, 2019 Jul 24, 2019
Aspiriant LLC 2,975 $260k Jun 30, 2019 Aug 6, 2019
Tiedemann Advisors LLC 42,953 $3,781k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 8,550 $752k Jun 30, 2019 Aug 9, 2019
Endurance Wealth Management Inc 400 $35k Jun 30, 2019 Jul 30, 2019
Triangle Securities Wealth Management 2,775 $250k Jun 30, 2019 Jul 10, 2019
Cohen Klingenstein LLC 5,500 $484k Jun 30, 2019 Jul 15, 2019
Evercore Wealth Management LLC 11,268 $992k Jun 30, 2019 Aug 13, 2019
Telos Capital Management Inc 12,848 $1,131k Jun 30, 2019 Jul 19, 2019
Alphaone Investment Services LLC 170 $15k Jun 30, 2019 Aug 13, 2019
The Central Trust Bank 400 $35k Jun 30, 2019 Jul 16, 2019
Bienville Capital Management LLC 3,365 $296k Jun 30, 2019 Aug 14, 2019
Granite Investment Advisors LLC 20,682 $1,820k Jun 30, 2019 Jul 23, 2019
Carnegie Capital Asset Management LLC 5,138 $452k Jun 30, 2019 Jul 24, 2019
Wellington Shields Capital Management LLC 5,599 $493k Jun 30, 2019 Aug 8, 2019
Secrest Blakey & Associates LLC 10,208 $898k Jun 30, 2019 Aug 13, 2019
Dynamic Advisor Solutions LLC 2,323 $204k Jun 30, 2019 Aug 13, 2019
Strategic Investment Advisors Inc 3,456 $304k Jun 30, 2019 Jul 22, 2019
Pathstone Family Office LLC 195 $17k Jun 30, 2019 Aug 14, 2019
USCA RIA LLC 13,904 $1,224k Jun 30, 2019 Aug 14, 2019
Joel Isaacson & Co LLC 3,557 $313k Jun 30, 2019 Jul 11, 2019
QS Investors LLC 233,069 $20,513k Jun 30, 2019 Aug 14, 2019
Stratos Wealth Partners Ltd 19,189 $1,689k Jun 30, 2019 Aug 6, 2019
Huber Financial Advisors LLC 3,045 $268k Jun 30, 2019 Aug 5, 2019
FFCM LLC 2,765 $243k Jun 30, 2019 Jul 30, 2019
Altium Wealth Management LLC 5,422 $477k Jun 30, 2019 Jul 18, 2019
American National Registered Investment Advisor Inc 8,725 $768k Jun 30, 2019 Aug 5, 2019
Personal Capital Advisors Corporation 30,504 $2,685k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 424,891 $37,395k Jun 30, 2019 Aug 13, 2019
Beacon Capital Management LLC 1 $0k Jun 30, 2019 Jul 18, 2019
Nippon Life Global Investors Americas Inc 67,930 $5,978k Jun 30, 2019 Jul 23, 2019
Barrett Asset Management LLC 1,063 $94k Jun 30, 2019 Aug 5, 2019
Armor Advisors LLC 2,884 $254k Jun 30, 2019 Aug 13, 2019
Clear Perspective Advisors LLC 2,410 $212k Jun 30, 2019 Aug 12, 2019
Prelude Capital Management LLC 1,322 $116k Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 2,392 $216k Jun 30, 2019 Aug 16, 2019
RFG Advisory LLC 2,956 $260k Jun 30, 2019 Aug 23, 2019
Tokio Marine Asset Management USA Ltd 12,564 $1,106k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 293 $26k Jun 30, 2019 Jul 15, 2019
Horizon Financial Services LLC 7,949 $700k Jun 30, 2019 Aug 13, 2019
SVA Plumb Wealth Management LLC 32,238 $2,837k Jun 30, 2019 Aug 13, 2019
Magellan Asset Management Limited 270,773 $23,831k Jun 30, 2019 Aug 13, 2019
The Colony Group LLC 6,439 $567k Jun 30, 2019 Aug 19, 2019
Alpha Cubed Investments LLC 176,293 $15,516k Jun 30, 2019 Jul 19, 2019
Cornerstone Capital Corp 2,848 $251k Jun 30, 2019 Aug 14, 2019
Cipher Capital LP 935 $82k Jun 30, 2019 Aug 13, 2019
Element Capital Management LLC 20,487 $1,803k Jun 30, 2019 Aug 14, 2019
DEAN Capital Investments Management LLC 7,171 $631k Jun 30, 2019 Aug 12, 2019
Meridian Wealth Management LLC 652 $574k Jun 30, 2019 Jul 19, 2019
Stevens Capital Management LP 63,842 $5,619k Jun 30, 2019 Jul 31, 2019
IFM Investors PTY Ltd 34,323 $3,021k Jun 30, 2019 Jul 16, 2019
GLG Partners LP 9,313 $685k Dec 31, 2017 Feb 14, 2018
The Investment House LLC 7,200 $634k Jun 30, 2019 Aug 5, 2019
Segment Wealth Management LLC 31,848 $2,803k Jun 30, 2019 Jul 29, 2019
Edgestream Partners LP 6,531 $575k Jun 30, 2019 Aug 8, 2019
Harwood Advisory Group LLC 31,929 $2,810k Jun 30, 2019 Aug 7, 2019
Crabel Capital Management LLC 4,257 $375k Jun 30, 2019 Aug 13, 2019
Ropes Wealth Advisors LLC 8,727 $768k Jun 30, 2019 Jul 31, 2019
Torch Wealth Management LLC 3,355 $295k Jun 30, 2019 Aug 2, 2019
Northstar Wealth Partners LLC 2,638 $232k Jun 30, 2019 Aug 15, 2019
Capital Bank and Trust Company 3,000 $264k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 4,990 $439k Jun 30, 2019 Jul 26, 2019
Gideon Capital Advisors Inc 80,918 $7,122k Jun 30, 2019 Aug 14, 2019
Chartwell Investment Partners LLC 104,575 $9,204k Jun 30, 2019 Aug 19, 2019
Kovack International Advisors Inc 6,539 $575k Jun 30, 2019 Aug 14, 2019
GWM Advisors LLC 21,059 $1,853k Jun 30, 2019 Aug 5, 2019
IHT Wealth Management LLC 5,189 $459k Jun 30, 2019 Aug 12, 2019
Kaizen Advisory LLC 1,306 $98k Dec 31, 2018 Feb 15, 2019
ARP Americas LP 51,400 $4,524k Jun 30, 2019 Jul 29, 2019
Good Life Advisors LLC 2,563 $225k Jun 30, 2019 Aug 6, 2019
RPG Investment Advisory LLC 50 $4k Jun 30, 2019 Jul 10, 2019
Boston Private Wealth LLC 10,183 $896k Jun 30, 2019 Jul 10, 2019
Teza Capital Management LLC 11,430 $1,006k Jun 30, 2019 Aug 8, 2019
Mirador Capital Partners LP 4,030 $355k Jun 30, 2019 Aug 6, 2019
Cribstone Capital Management LLC 2,795 $246k Jun 30, 2019 Jul 22, 2019
Dedora Capital Inc 8,928 $786k Jun 30, 2019 Aug 8, 2019
The Fiduciary Group LLC 1,944 $171k Jun 30, 2019 Aug 14, 2019
Pagnatokarp Partners LLC 4,386 $386k Jun 30, 2019 Aug 8, 2019
Moloney Securities Asset Management LLC 14,935 $1,314k Jun 30, 2019 Jul 29, 2019
Summit X 10,318 $892k Jun 30, 2019 Aug 13, 2019
Lexaurum Advisors LLC 3,874 $341k Jun 30, 2019 Jul 19, 2019
6 Meridian LLC 6,357 $559k Jun 30, 2019 Jul 12, 2019
Bayesian Capital Management LP 12,300 $1,083k Jun 30, 2019 Aug 13, 2019
Neuberger Berman Breton Hill ULC 144,062 $10,119k Sep 30, 2017 Nov 3, 2017
180 Wealth Advisors LLC 9,419 $837k Jun 30, 2019 Aug 5, 2019
Heritage Financial LLC 2,486 $219k Jun 30, 2019 Aug 13, 2019
Ruane Cunniff & Goldfarb LP 13,090 $1,152k Jun 30, 2019 Aug 14, 2019
Crestwood Advisors Group LLC 14,663 $1,290k Jun 30, 2019 Aug 14, 2019
Centiva Capital LP 8,900 $783k Put Jun 30, 2019 Aug 13, 2019
Cypress Wealth Services LLC 2,449 $216k Jun 30, 2019 Jul 24, 2019
Centenus Global Management LP 270,000 $23,763k Jun 30, 2019 Aug 14, 2019
JGP Wealth Management LLC 14,739 $1,297k Jun 30, 2019 Jul 15, 2019
Wealth Advisors Group LLC 3,024 $266k Jun 30, 2019 Aug 7, 2019
Summit Financial LLC 100 $9k Jun 30, 2019 Jul 3, 2019
Moors & Cabot Inc 9,764 $857k Jun 30, 2019 Jul 18, 2019
Cetera Advisors LLC 15,952 $1,400k Jun 30, 2019 Aug 12, 2019

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