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American Express Co.
(025816109)

Funds Reporting Holdings of American Express Co. according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Foresters Investment Management Company Inc 279,326 $34,480k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 995,967 $122,942k Jun 30, 2019 Aug 16, 2019
VOYA Financial Advisors Inc 13,890 $1,721k Jun 30, 2019 Aug 14, 2019
Pecaut & Co 8,652 $1,068k Jun 30, 2019 Aug 8, 2019
Shufro ROSE & Co LLC 3,333 $411k Jun 30, 2019 Jul 24, 2019
Waters Parkerson & Co LLC 3,088 $381k Jun 30, 2019 Aug 6, 2019
KMS Financial Services Inc 10,584 $927k Sep 30, 2014 Nov 17, 2014
Tweedy Browne Company LLC 282,768 $34,905k Jun 30, 2019 Aug 5, 2019
Abner Herrman & Brock LLC 164,444 $20,299k Jun 30, 2019 Jul 19, 2019
Prospera Financial Services Inc 3,349 $415k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 9,854 $1,216k Jun 30, 2019 Aug 6, 2019
Searle & Co 33,910 $4,186k Jun 30, 2019 Jul 17, 2019
Transamerica Financial Advisors Inc 35 $5k Jun 30, 2019 Aug 21, 2019
Rodgers Brothers Inc 41,487 $5,121k Jun 30, 2019 Aug 14, 2019
Wilmington Trust Investment Management LLC 21,130 $2,005k Jun 30, 2014 Aug 13, 2014
Sanders Morris Harris LLC 24,620 $3,066k Jun 30, 2019 Jul 10, 2019
The WEIL Company 6,070 $749k Jun 30, 2019 Aug 12, 2019
Hunter Associates Investment Management LLC 2,643 $326k Jun 30, 2019 Aug 8, 2019
Olstein Capital Management LP 25,100 $3,098k Jun 30, 2019 Jul 31, 2019
Goelzer Investment Management Inc 44,348 $5,474k Jun 30, 2019 Jul 29, 2019
Middleton & Company Inc 5,600 $691k Jun 30, 2019 Jul 25, 2019
The Pacific Center FOR Financial Services 475 $59k Jun 30, 2019 Aug 15, 2019
BEL AIR Investment Advisors LLC 279,081 $21,076k Sep 30, 2013 Nov 12, 2013
Chilton Capital Management LLC 111,401 $13,751k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 635 $78k Jun 30, 2019 Aug 14, 2019
Dodge & COX 19,181,129 $2,367,719k Jun 30, 2019 Aug 13, 2019
Financial Advantage Inc 680 $83k Jun 30, 2019 Jul 23, 2019
SPC Financial Inc 2,394 $296k Jun 30, 2019 Aug 1, 2019
Whitnell & Co 1,791 $221k Jun 30, 2019 Jul 16, 2019
Selway Asset Management Inc 14,900 $1,839k Jun 30, 2019 Jul 30, 2019
Cleararc Capital Inc 10,407 $1,285k Jun 30, 2019 Aug 7, 2019
Janus Capital Management LLC 380,338 $30,089k Mar 31, 2017 May 16, 2017
Ferguson Wellman Capital Management Inc 4,739 $585k Jun 30, 2019 Jul 16, 2019
Howland Capital Management LLC 16,970 $2,095k Jun 30, 2019 Jul 17, 2019
Sigma Investment Counselors Inc 3,455 $426k Jun 30, 2019 Jul 23, 2019
Clark Capital Management Group Inc 353,809 $43,674k Jun 30, 2019 Jul 12, 2019
North American Management Corp 150,739 $18,607k Jun 30, 2019 Jul 30, 2019
Montag & Caldwell LLC 2,400 $296k Jun 30, 2019 Aug 1, 2019
BOYS Arnold & Company Inc 43,179 $5,330k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 54,123 $6,681k Jun 30, 2019 Jul 29, 2019
Cambridge Advisors Inc 2,760 $341k Jun 30, 2019 Jul 26, 2019
Salem Investment Counselors Inc 3,093 $382k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 344,272 $42,497k Jun 30, 2019 Jul 15, 2019
Parsec Financial Management Inc 2,907 $359k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 1,953 $241k Jun 30, 2019 Aug 5, 2019
Evergreen Capital Management LLC 10,015 $1,236k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 1,269,608 $156,720k Jun 30, 2019 Aug 2, 2019
Schwerin Boyle Capital Management Inc 452,585 $55,867k Jun 30, 2019 Aug 13, 2019
Wheatland Advisors Inc 5,200 $642k Jun 30, 2019 Aug 7, 2019
PRIO Wealth Limited Partnership 52,536 $6,485k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 8,459 $1,044k Jun 30, 2019 Aug 2, 2019
Guardian Capital LP 14,018 $1,730k Jun 30, 2019 Aug 14, 2019
Bennicas & Associates Inc 17,800 $2,197k Jun 30, 2019 Jul 12, 2019
LOWE Brockenbrough & Company Inc 12,052 $1,488k Jun 30, 2019 Aug 12, 2019
Bowen Hanes & Co Inc 375,937 $46,406k Jun 30, 2019 Aug 13, 2019
Murphy Capital Management Inc 21,145 $2,610k Jun 30, 2019 Jul 22, 2019
Wilmington Funds Management Corporation 27,860 $2,643k Jun 30, 2014 Aug 13, 2014
Sentry Investment Management LLC 43,212 $5,334k Jun 30, 2019 Aug 12, 2019
BTR Capital Management Inc 3,560 $439k Jun 30, 2019 Jul 18, 2019
Panagora Asset Management Inc 565,226 $69,771k Jun 30, 2019 Aug 9, 2019
Washington Capital Management Inc 1,862 $230k Jun 30, 2019 Aug 7, 2019
Boyar Asset Management Inc 6,370 $786k Jun 30, 2019 Aug 6, 2019
Schulhoff & Co Inc 4,650 $573k Jun 30, 2019 Aug 7, 2019
Greatmark Investment Partners Inc 88,765 $10,957k Jun 30, 2019 Aug 5, 2019
Provise Management Group LLC 61,325 $7,570k Jun 30, 2019 Aug 9, 2019
Martin Investment Management LLC 97,928 $12,088k Jun 30, 2019 Aug 7, 2019
Marvin & Palmer Associates 45,218 $5,582k Jun 30, 2019 Aug 19, 2019
Osterweis Capital Management Inc 1,792 $221k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 8,142 $1,005k Jun 30, 2019 Jul 15, 2019
Accredited Investors Inc 2,768 $342k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 345,986 $42,709k Jun 30, 2019 Aug 13, 2019
Marshwinds Advisory Company 14,322 $1,365k Dec 31, 2018 Jan 7, 2019
Anchor Capital Advisors LLC 2,129 $263k Jun 30, 2019 Aug 1, 2019
AJO LP 86,600 $10,690k Jun 30, 2019 Aug 14, 2019
Pettee Investors Inc 12,153 $1,500k Jun 30, 2019 Aug 7, 2019
Cetera Investment Advisers LLC 2,823 $345k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 19,988 $2,467k Jun 30, 2019 Aug 8, 2019
Everence Capital Management Inc 14,308 $1,766k Jun 30, 2019 Aug 2, 2019
Independent Investors Inc 15,514 $1,915k Jun 30, 2019 Jul 18, 2019
Tocqueville Asset Management LP 104,496 $12,899k Jun 30, 2019 Jul 31, 2019
Sheets Smith Wealth Management 5,278 $651k Jun 30, 2019 Jul 12, 2019
SIT Investment Associates Inc 282 $35k Jun 30, 2019 Aug 14, 2019
Montag A & Associates Inc 45,289 $5,590k Jun 30, 2019 Aug 6, 2019
Torray LLC 206,231 $25,457k Jun 30, 2019 Aug 8, 2019
New England Asset Management Inc 22,307 $2,754k Jun 30, 2019 Aug 14, 2019
The Renaissance Group LLC 252,461 $31,164k Jun 30, 2019 Aug 13, 2019
Investment Counsel Inc 15,863 $2,031k Jun 30, 2019 Jul 29, 2019
Regentatlantic Capital LLC 5,562 $687k Jun 30, 2019 Jul 23, 2019
First Foundation Advisors 2,094 $258k Jun 30, 2019 Aug 14, 2019
Horizon Asset Management LLC 11,603 $1,432k Jun 30, 2019 Aug 14, 2019
Shine Investment Advisory Services Inc 737 $91k Jun 30, 2019 Jul 25, 2019
Choate Investment Advisors LLC 43,618 $5,384k Jun 30, 2019 Aug 14, 2019
Gardner Russo & Gardner LLC 139,430 $17,211k Jun 30, 2019 Aug 13, 2019
BAHL & Gaynor Inc 1,846 $228k Jun 30, 2019 Aug 12, 2019
Systematic Financial Management LP 19,982 $2,467k Jun 30, 2019 Jul 26, 2019
Thomas White International Ltd 8,783 $1,084k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 73,991 $9,133k Jun 30, 2019 Aug 6, 2019
Grantham Mayo van Otterloo & Co LLC 2,423,854 $299,201k Jun 30, 2019 Aug 13, 2019
Cohen & Steers Capital Management Inc 70,600 $5,515k Mar 31, 2015 May 15, 2015
Smith Asset Management Group LP 135 $17k Jun 30, 2019 Aug 15, 2019
Wright Investors Service Inc 12,301 $1,518k Jun 30, 2019 Aug 1, 2019
Winslow Asset Management Inc 49,661 $6,130k Jun 30, 2019 Jul 29, 2019
Mitchell Capital Management Co 12,645 $1,561k Jun 30, 2019 Jul 24, 2019
Sprucegrove Investment Management Ltd 124,800 $15,405k Jun 30, 2019 Aug 12, 2019
Signature Financial Management Inc 2,232 $212k Dec 31, 2018 Feb 13, 2019
Financial Counselors Inc 6,785 $838k Jun 30, 2019 Aug 14, 2019
Cadence Capital Management LLC 3,972 $490k Jun 30, 2019 Aug 12, 2019
Plancorp LLC 2,307 $285k Jun 30, 2019 Aug 13, 2019
FRED Alger Management Inc 5,000 $617k Jun 30, 2019 Aug 14, 2019
Williams Jones & Associates LLC 130,617 $16,123k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 2,150 $265k Jun 30, 2019 Aug 2, 2019
Hartline Investment Corp 10,713 $1,322k Jun 30, 2019 Aug 8, 2019
Howard Capital Management Inc 4,217 $521k Jun 30, 2019 Jul 24, 2019
Pacific Global Investment Management Co 29,439 $3,634k Jun 30, 2019 Aug 14, 2019
Argus Investors' Counsel Inc 36,532 $4,510k Jun 30, 2019 Jul 10, 2019
America First Investment Advisors LLC 120 $15k Jun 30, 2019 Jul 29, 2019
KOPP Investment Advisors LLC 4,911 $606k Jun 30, 2019 Aug 14, 2019
WEIK Capital Management Inc 3,325 $410k Jun 30, 2019 Aug 9, 2019
Round Hill Asset Management Inc 2,615 $323k Jun 30, 2019 Aug 13, 2019
Northstar Asset Management Inc 125 $15k Jun 30, 2019 Jul 16, 2019
Boston Family Office LLC 18,368 $2,267k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 107,223 $13,236k Jun 30, 2019 Jul 30, 2019
Security Asset Management Inc 1,800 $222k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 5,518 $681k Jun 30, 2019 Aug 5, 2019
Savant Capital LLC 7,802 $963k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 7,585 $936k Jun 30, 2019 Aug 2, 2019
Eagle Global Advisors LLC 1,747 $216k Jun 30, 2019 Aug 13, 2019
Meyer Handelman Company LLC 34,560 $4,266k Jun 30, 2019 Jul 23, 2019
Sentry Management Inc 43,212 $5,334k Jun 30, 2019 Aug 12, 2019
Conning Inc 11,208 $1,384k Jun 30, 2019 Jul 25, 2019
Steinberg Global Asset Management Ltd 2,595 $284k Mar 31, 2019 Apr 24, 2019
Fagan Associates Inc 1,660 $205k Jun 30, 2019 Jul 12, 2019
GHP Investment Advisors Inc 40,972 $5,058k Jun 30, 2019 Aug 2, 2019
Navellier & Associates Inc 3,032 $374k Jun 30, 2019 Jul 17, 2019
Litman Gregory Asset Management LLC 200 $25k Jun 30, 2019 Jul 31, 2019
MOON Capital Management LLC 2,771 $342,053k Jun 30, 2019 Jul 11, 2019
Woodley Farra Manion Portfolio Management Inc 361,398 $44,611k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 70,075 $8,650k Jun 30, 2019 Jul 22, 2019
Kelman Lazarov Inc 2,375 $293k Jun 30, 2019 Jul 22, 2019
Markston International LLC 96,385 $11,898k Jun 30, 2019 Aug 6, 2019
Parthenon LLC 54,468 $6,724k Jun 30, 2019 Jul 29, 2019
Compass Capital Management Inc 1,985 $245k Jun 30, 2019 Jul 31, 2019
Cornercap Investment Counsel Inc 1,300 $160k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 8,953 $1,105k Jun 30, 2019 Aug 8, 2019
Hutner Capital Management Inc 30,619 $3,780k Jun 30, 2019 Aug 7, 2019
Auxier Asset Management LLC 9,108 $1,124k Jun 30, 2019 Aug 15, 2019
Oakbrook Investments LLC 40,675 $5,021k Jun 30, 2019 Jul 18, 2019
Clifford SWAN Investment Counsel LLC 66,189 $8,170k Jun 30, 2019 Aug 13, 2019
Pillar Pacific Capital Management LLC 1,862 $230k Jun 30, 2019 Aug 7, 2019
Riverbridge Partners LLC 1,750 $216k Jun 30, 2019 Jul 10, 2019
Private Vista LLC 2,228 $276k Jun 30, 2019 Jul 19, 2019
Osborne Partners Capital Management LLC 17,055 $2,105k Jun 30, 2019 Jul 18, 2019
Karpas Strategies LLC 15,250 $1,882k Jun 30, 2019 Jul 25, 2019
Hall Capital Management Company Inc 8,592 $1,061k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 2,396 $296k Jun 30, 2019 Jul 29, 2019
Semper Augustus Investments Group LLC 20,425 $2,521k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 52,235 $6,448k Jun 30, 2019 Aug 6, 2019
Homrich & BERG Inc 3,490 $431k Jun 30, 2019 Aug 5, 2019
First Eagle Investment Management LLC 4,439,493 $548,011k Jun 30, 2019 Aug 13, 2019
ICON Advisers Inc 10,700 $1,321k Jun 30, 2019 Aug 2, 2019
Affinity Investment Advisors LLC 25,635 $3,164k Jun 30, 2019 Aug 8, 2019
Thomas J Herzfeld Advisors Inc 69 $9k Jun 30, 2019 Aug 13, 2019
Cornerstone Wealth Management LLC 6,376 $787k Jun 30, 2019 Aug 2, 2019
White Pine Capital LLC 3,870 $478k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 3,916 $483k Jun 30, 2019 Jul 22, 2019
Marietta Investment Partners LLC 2,800 $346k Jun 30, 2019 Aug 13, 2019
Stevens First Principles Investment Advisors 36 $4k Jun 30, 2019 Jul 22, 2019
RNC Capital Management LLC 59,259 $7,315k Jun 30, 2019 Jul 25, 2019
HCR Wealth Advisors 2,737 $338k Jun 30, 2019 Jul 25, 2019
Douglass Winthrop Advisors LLC 233,457 $28,818k Jun 30, 2019 Jul 10, 2019
Grassi Investment Management LLC 23,050 $2,845k Jun 30, 2019 Jul 10, 2019
Bragg Financial Advisors Inc 97,252 $12,005k Jun 30, 2019 Aug 14, 2019
Sawgrass Asset Management LLC 22,439 $2,770k Jun 30, 2019 Jul 23, 2019
Hallmark Capital Management Inc 1,850 $228k Jun 30, 2019 Aug 8, 2019
Meristem Family Wealth LLC 5,318 $656k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 125 $15k Jun 30, 2019 Jul 16, 2019
Fundx Investment Group LLC 9,000 $1,111k Jun 30, 2019 Aug 5, 2019
Bristlecone Advisors LLC 2,318 $286k Jun 30, 2019 Jul 19, 2019
Stewart & Patten Co LLC 8,011 $989k Jun 30, 2019 Jul 17, 2019
Dumont & Blake Investment Advisors LLC 1,810 $223k Jun 30, 2019 Aug 1, 2019
Arlington Partners LLC 305 $38k Jun 30, 2019 Jul 10, 2019
Sather Financial Group Inc 8,727 $1,077k Jun 30, 2019 Jul 23, 2019
Hussman Strategic Advisors Inc 25,000 $3,086k Jun 30, 2019 Jul 31, 2019
Shayne & Co LLC 45,465 $5,612k Jun 30, 2019 Jul 24, 2019
REDW Stanley Financial Advisors LLC 2,200 $272k Jun 30, 2019 Aug 9, 2019
TODD Asset Management LLC 254,664 $31,436k Jun 30, 2019 Aug 6, 2019
FSI Group LLC 60,994 $7,529k Jun 30, 2019 Jul 25, 2019
Highland Private Wealth Management 1,810 $223k Jun 30, 2019 Aug 13, 2019
Horizon Investments LLC 2,916 $360k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 1,792 $221k Jun 30, 2019 Aug 14, 2019
Castleark Management LLC 2,675 $330k Jun 30, 2019 Aug 13, 2019
Strategic Financial Services Inc 3,527 $435k Jun 30, 2019 Aug 13, 2019
Contravisory Investment Management Inc 611 $75k Jun 30, 2019 Jul 9, 2019
MAI Capital Management LLC 6,588 $813k Jun 30, 2019 Aug 15, 2019
Guardian Capital Advisors LP 27,367 $3,444k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 14,000 $1,728k Jun 30, 2019 Aug 14, 2019
Cahill Financial Advisors Inc 2,119 $262k Jun 30, 2019 Aug 14, 2019
Strategy Asset Managers LLC 14,750 $1,821k Jun 30, 2019 Aug 14, 2019
S & Co Inc 5,900 $728k Jun 30, 2019 Jul 23, 2019
Appleton Partners Inc 3,090 $381k Jun 30, 2019 Jul 25, 2019
Alpha Windward LLC 2,049 $261k Jun 30, 2019 Jul 30, 2019
Obermeyer WOOD Investment Counsel LLLP 2,592 $320k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 760 $83k Mar 31, 2019 Apr 18, 2019
TDAM USA Inc 15,964 $1,971k Jun 30, 2019 Aug 1, 2019
Altfest L J & Co Inc 3,812 $471k Jun 30, 2019 Jul 15, 2019
Winch Advisory Services LLC 23 $3k Jun 30, 2019 Aug 7, 2019
SOL Capital Management Co 13,864 $1,711k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 1,785 $220k Jun 30, 2019 Aug 21, 2019
Crawford Investment Counsel Inc 631,663 $77,972k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 6,900 $852k Jun 30, 2019 Aug 13, 2019
Profit Investment Management LLC 12,071 $1,490k Jun 30, 2019 Jul 16, 2019
Mairs and Power Inc 1,353,592 $167,087k Jun 30, 2019 Aug 14, 2019
Rothschild & Co Asset Management US Inc 385,965 $47,643k Jun 30, 2019 Jul 25, 2019
Madison Investment Holdings Inc 115,605 $14,270k Jun 30, 2019 Aug 13, 2019
Destination Wealth Management 1,053 $130k Jun 30, 2019 Jul 19, 2019
Greenwood Gearhart Inc 15,764 $1,946k Jun 30, 2019 Aug 7, 2019
ZWJ Investment Counsel Inc 192,876 $23,809k Jun 30, 2019 Jul 24, 2019
The Northstar Group Inc 14,990 $1,850k Jun 30, 2019 Jul 12, 2019
Becker Capital Management Inc 8,794 $1,086k Jun 30, 2019 Aug 8, 2019
Bingham Osborn & Scarborough LLC 2,493 $308k Jun 30, 2019 Aug 2, 2019
Bailard Inc 11,130 $1,374k Jun 30, 2019 Jul 26, 2019
Pinnacle Associates Ltd 97,706 $12,061k Jun 30, 2019 Aug 5, 2019
Woodstock Corporation 9,392 $1,159k Jun 30, 2019 Jul 3, 2019
Symphony Asset Management LLC 7,484 $924k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 66,699 $8,233k Jun 30, 2019 Aug 1, 2019
Hennessy Advisors Inc 12,000 $1,481k Jun 30, 2019 Jul 11, 2019
Brandywine Global Investment Management LLC 742,712 $91,681k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 5,761 $711k Jun 30, 2019 Jul 26, 2019
Trillium Asset Management LLC 1,990 $246k Jun 30, 2019 Aug 8, 2019
Zacks Investment Management Inc 207,990 $25,674k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 26,977 $3,330k Jun 30, 2019 Jul 10, 2019
Cornerstone Advisors Inc 48,000 $5,246k Mar 31, 2019 May 13, 2019
Westchester Capital Management Inc 500 $62k Jun 30, 2019 Aug 5, 2019
Grandfield & DODD LLC 22,705 $2,803k Jun 30, 2019 Jul 29, 2019
Benin Management Corp 3,857 $476k Jun 30, 2019 Jul 31, 2019
LEE Danner & BASS Inc 7,283 $899k Jun 30, 2019 Jul 30, 2019
Willis Investment Counsel Inc 75,550 $9,326k Jun 30, 2019 Aug 14, 2019
NTV Asset Management LLC 8,400 $1,037k Jun 30, 2019 Jul 29, 2019
Quantum Capital Management LLC 1,800 $222k Jun 30, 2019 Aug 14, 2019
Founders Capital Management Inc 78,978 $9,749k Jun 30, 2019 Jul 11, 2019
Violich Capital Management 3,000 $370k Jun 30, 2019 Jul 22, 2019
Chesley TAFT & Associates LLC 100,202 $12,369k Jun 30, 2019 Jul 10, 2019
Cornerstone Investment Partners LLC 708,176 $87,417k Jun 30, 2019 Jul 19, 2019
RAAB & Moskowitz Asset Management LLC 13,248 $1,635k Jun 30, 2019 Aug 9, 2019
Waverton Investment Management Limited 66,292 $8,183k Jun 30, 2019 Jul 17, 2019
Cambridge Financial Group Inc 7,616 $940k Jun 30, 2019 Jul 29, 2019
van DEN BERG Management I Inc 3,680 $454k Jun 30, 2019 Aug 14, 2019
Bank of Hawaii 9,565 $1,181k Jun 30, 2019 Aug 15, 2019
Ellington Management Group LLC 8,500 $1,049k Jun 30, 2019 Aug 14, 2019
Morningstar Investment Services LLC 320,041 $39,506k Jun 30, 2019 Aug 13, 2019
Avalon Advisors LLC 173,438 $21,409k Jun 30, 2019 Aug 14, 2019
Mission Wealth Management LP 2,673 $330k Jun 30, 2019 Aug 9, 2019
Heritage Investment Group Inc 2,640 $326k Jun 30, 2019 Aug 13, 2019
Tufton Capital Management LLC 5,078 $626k Jun 30, 2019 Jul 26, 2019
Partnervest Advisory Services LLC 2,351 $290k Jun 30, 2019 Aug 7, 2019
10-15 Associates Inc 1,740 $215k Jun 30, 2019 Aug 12, 2019
Tradition Capital Management LLC 26,679 $2,916k Mar 31, 2019 May 7, 2019
Princeton Capital Management LLC 1,015 $125k Jun 30, 2019 Aug 12, 2019
Callahan Advisors LLC 16,382 $2,022k Jun 30, 2019 Jul 17, 2019
Cornerstone Advisors LLC 48,000 $5,246k Mar 31, 2019 May 13, 2019
Advisor Partners LLC 22,297 $2,752k Jun 30, 2019 Jul 26, 2019
Matthew GOFF Investment Advisor LLC 53,904 $6,654k Jun 30, 2019 Aug 5, 2019
Cambiar Investors LLC 432,531 $53,392k Jun 30, 2019 Jul 25, 2019
Welch & Forbes LLC 97,249 $12,005k Jun 30, 2019 Jul 12, 2019
Prescott Group Capital Management LLC 5,200 $642k Jun 30, 2019 Aug 9, 2019
Legacy Financial Advisors Corporation 3,175 $392k Jun 30, 2019 Jul 15, 2019
Tower Bridge Advisors Inc 12,650 $1,561,516k Jun 30, 2019 Aug 6, 2019
Hilton Capital Management LLC 14,220 $1,755k Jun 30, 2019 Aug 14, 2019
Investment Counselors of Maryland LLC 200 $25k Jun 30, 2019 Aug 5, 2019
Cornerstone Investment Advisors LLC 48,000 $5,246k Mar 31, 2019 May 13, 2019
Benedict Financial Advisors Inc 10,254 $1,266k Jun 30, 2019 Aug 1, 2019
Mengis Capital Management Inc 1,789 $220k Jun 30, 2019 Jul 18, 2019
Johnson Investment Counsel Inc 510,713 $63,042k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 7,616 $940k Jun 30, 2019 Jul 29, 2019
North Star Investment Management Corporation 7,707 $951k Jun 30, 2019 Jul 15, 2019
Sequoia Financial Advisors LLC 48,497 $5,987k Jun 30, 2019 Jul 31, 2019
Overbrook Management Corporation 38,773 $4,786k Jun 30, 2019 Aug 13, 2019
Cornerstone Partners LLC 708,176 $87,417k Jun 30, 2019 Jul 19, 2019
WP Advisors LLC 5,220 $644k Jun 30, 2019 Jul 23, 2019
Autus Asset Management LLC 2,410 $297k Jun 30, 2019 Jul 15, 2019
Sheaff Brock Investment Advisors LLC 19,721 $2,434k Jun 30, 2019 Jul 31, 2019
Founders Capital Management LLC 78,978 $9,749k Jun 30, 2019 Jul 11, 2019
Brown Advisory Securities LLC 11,459 $1,417k Jun 30, 2019 Aug 12, 2019
First National Corporation 666 $82k Jun 30, 2019 Jul 22, 2019
Ridgewood Investments LLC 4,030 $497k Jun 30, 2019 Jul 12, 2019
Acropolis Investment Management LLC 10,464 $1,292k Jun 30, 2019 Jul 11, 2019
Baker Ellis Asset Management LLC 14,639 $1,807k Jun 30, 2019 Aug 12, 2019
Probity Advisors Inc 2,485 $307k Jun 30, 2019 Aug 8, 2019
Intersect Capital LLC 6,605 $815k Jun 30, 2019 Aug 9, 2019
American Asset Management Inc 1,982 $245k Jun 30, 2019 Jul 31, 2019
Boston Common Asset Management LLC 23,292 $2,875k Jun 30, 2019 Jul 26, 2019
The Caprock Group Inc 9,898 $1,222k Jun 30, 2019 Jul 23, 2019
Ativo Capital Management LLC 17,154 $2,117k Jun 30, 2019 Aug 14, 2019
Tiemann Investment Advisors LLC 4,233 $523k Jun 30, 2019 Aug 13, 2019
The Rock Creek Group LP 25,978 $3,207k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 1,828 $226k Jun 30, 2019 Aug 7, 2019
Pacifica Capital Investments LLC 18,438 $2,276k Jun 30, 2019 Aug 7, 2019
Strategic Advisors LLC 8,514 $1,050k Jun 30, 2019 Jul 22, 2019
EQIS Capital Management Inc 26,880 $3,318k Jun 30, 2019 Jul 18, 2019
Westover Capital Advisors LLC 20,840 $2,572k Jun 30, 2019 Aug 13, 2019
Perkins Investment Management LLC 38,673 $3,059k Mar 31, 2017 May 15, 2017
Vantage Advisors LLC 6,273 $668k Sep 30, 2018 Nov 9, 2018
Private Wealth Advisors Inc 2,192 $271k Jun 30, 2019 Aug 7, 2019
Texas Yale Capital Corp 2,704 $334k Jun 30, 2019 Jul 24, 2019
Institute FOR Wealth Management LLC 12,460 $1,538k Jun 30, 2019 Aug 2, 2019
Shepherd Kaplan Krochuk LLC 18,940 $2,338k Jun 30, 2019 Aug 12, 2019
Granite Group Advisors LLC 23,762 $2,933k Jun 30, 2019 Jul 23, 2019
Elgethun Capital Management 39,892 $4,924k Jun 30, 2019 Aug 8, 2019
West Oak Capital LLC 18,010 $2,223k Jun 30, 2019 Jul 12, 2019
Thompson Investment Management Inc 8,736 $1,078k Jun 30, 2019 Aug 7, 2019
Smith Salley & Associates LLC 12,732 $1,572k Jun 30, 2019 Jul 12, 2019
Nelson Roberts Investment Advisors LLC 2,790 $344k Jun 30, 2019 Jul 25, 2019
Sandhill Capital Partners LLC 7,410 $915k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 7,531 $930k Jun 30, 2019 Aug 13, 2019
Cypress Capital Management LLC 2,811 $347k Jun 30, 2019 Aug 5, 2019
Wealth Advisors Inc 2,192 $271k Jun 30, 2019 Aug 7, 2019
Veritable LP 42,873 $5,292k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 32,721 $4,039k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 65,546 $8,091k Jun 30, 2019 Aug 12, 2019
Epoch Investment Partners Inc 10,342 $1,277k Jun 30, 2019 Aug 13, 2019
Hexavest Inc 465,896 $57,510k Jun 30, 2019 Jul 10, 2019
Global Financial Private Capital LLC 24,221 $2,990k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 18,425 $2,274k Jun 30, 2019 Aug 13, 2019
Marathon Asset Management LLP 1,107,110 $136,664k Jun 30, 2019 Jul 15, 2019
Baker Avenue Asset Management LP 30,281 $3,737k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 43,870 $3,252k Sep 30, 2015 Nov 16, 2015
Maryland Capital Management LLC 2,680 $331k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 752,313 $65,858k Sep 30, 2014 Nov 14, 2014
HUGH Johnson Advisors LLC 2,245 $277k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 2,600 $2k Put Jun 30, 2019 Aug 6, 2019
Level Four Advisory Services LLC 5,478 $676k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 41,944 $5,178k Jun 30, 2019 Aug 15, 2019
RMB Capital Management LLC 500,000 $61,720k Put Jun 30, 2019 Aug 13, 2019
Evanson Asset Management LLC 3,706 $458k Jun 30, 2019 Jul 11, 2019
Sterling Capital Management LLC 83,270 $10,279k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors LLC 8,514 $1,050k Jun 30, 2019 Jul 22, 2019
Aureus Asset Management LLC 2,500 $309k Jun 30, 2019 Aug 14, 2019
Levin Capital Strategies LP 7,064 $872k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 66,215 $8,174k Jun 30, 2019 Aug 12, 2019
AFT Forsyth and Company Inc 9,181 $1,133k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 31 $4k Jun 30, 2019 Jul 9, 2019
Permit Capital LLC 1,100 $136k Jun 30, 2019 Aug 14, 2019
Marble Harbor Investment Counsel LLC 8,175 $1,009k Jun 30, 2019 Aug 7, 2019
GLG LLC 38,319 $3,805k Dec 31, 2017 Feb 14, 2018
BLB & B Advisors LLC 17,896 $2,209k Jun 30, 2019 Jul 29, 2019
Oak Asset Management LLC 2,343 $295k Jun 30, 2019 Jul 25, 2019
Legacy Advisors LLC 3,175 $392k Jun 30, 2019 Jul 15, 2019
Origin Asset Management LLP 90,200 $11,134k Jun 30, 2019 Aug 9, 2019
Focused Investors LLC 1,322,700 $163,274k Jun 30, 2019 Jul 16, 2019
Lourd Capital LLC 19,518 $2,409k Jun 30, 2019 Jul 11, 2019
Folger Nolan Fleming Douglas Capital Management Inc 26,915 $3,322k Jun 30, 2019 Aug 9, 2019
Kovack Advisors Inc 6 $2k Put Jun 30, 2019 Aug 14, 2019
Brookstone Capital Management LLC 3,135 $387k Jun 30, 2019 Jul 25, 2019
First Pacific Advisors LP 5,700 $704k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 2,192 $271k Jun 30, 2019 Aug 7, 2019
Managed Account Advisors LLC 381,588 $29,657k Jun 30, 2015 Aug 14, 2015
Ashfield Capital Partners LLC 36,623 $4,521k Jun 30, 2019 Jul 29, 2019
Spears Abacus Advisors LLC 5,552 $685k Jun 30, 2019 Aug 9, 2019
Accurate Investment Solutions Inc 40 $5k Jun 30, 2019 Jul 12, 2019
GFS Advisors LLC 10,538 $1,301k Jun 30, 2019 Aug 1, 2019
Buckingham Asset Management LLC 10,090 $1,246k Jun 30, 2019 Aug 5, 2019
Clarkston Capital Partners LLC 308,782 $38,116k Jun 30, 2019 Jul 24, 2019
Miracle MILE Advisors LLC 37,000 $4,567k Jun 30, 2019 Aug 7, 2019
Checchi Capital Advisers LLC 8,423 $1,040k Jun 30, 2019 Aug 6, 2019
Smead Capital Management Inc 1,087,247 $134,210k Jun 30, 2019 Jul 26, 2019
Bigelow Investment Advisors LLC 5,899 $728k Jun 30, 2019 Jul 17, 2019
Birch Hill Investment Advisors LLC 2,250 $278k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 4,127 $509k Jun 30, 2019 Jul 17, 2019
Frontier Wealth Management LLC 12,807 $1,581k Jun 30, 2019 Aug 16, 2019
Nicholas Hoffman & Company LLC 11,531 $1,423k Jun 30, 2019 Aug 12, 2019
Westbourne Investment Advisors Inc 1,985 $245k Jun 30, 2019 Jul 22, 2019
Palladium Partners LLC 2,463 $304k Jun 30, 2019 Aug 7, 2019
Cubic Asset Management LLC 57,828 $7,138k Jun 30, 2019 Jul 29, 2019
Wealthtrust Axiom LLC 6,640 $819k Jun 30, 2019 Aug 7, 2019
Mcilrath & ECK LLC 2,344 $256k Jun 30, 2019 Aug 8, 2019
Cornell Pochily Investment Advisors Inc 2,157 $266k Jun 30, 2019 Jul 22, 2019
HS Management Partners LLC 611,050 $75,428k Jun 30, 2019 Aug 13, 2019
Confluence Investment Management LLC 200,075 $24,697k Jun 30, 2019 Jul 24, 2019
Paragon Wealth Strategies LLC 3,057 $377k Jun 30, 2019 Jul 17, 2019
ZEKE Capital Advisors LLC 40,527 $5,003k Jun 30, 2019 Jul 24, 2019
Aspiriant LLC 4,890 $605k Jun 30, 2019 Aug 6, 2019
FORT Point Capital Partners LLC 7,587 $937k Jun 30, 2019 Aug 9, 2019
Tiedemann Advisors LLC 9,585 $1,182k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 86,670 $10,699k Jun 30, 2019 Aug 9, 2019
Eagle Ridge Investment Management LLC 5,199 $642k Jun 30, 2019 Aug 1, 2019
NWAM LLC 2,056 $254k Jun 30, 2019 Jul 18, 2019
Endurance Wealth Management Inc 775 $96k Jun 30, 2019 Jul 30, 2019
Triangle Securities Wealth Management 2,891 $361k Jun 30, 2019 Jul 10, 2019
LaSalle Street Capital Management LLC 11,031 $1,362k Jun 30, 2019 Aug 8, 2019
Cohen Klingenstein LLC 213,020 $26,295k Jun 30, 2019 Jul 15, 2019
Evercore Wealth Management LLC 1,175 $145k Jun 30, 2019 Aug 13, 2019
Convergence Investment Partners LLC 12,511 $1,544k Jun 30, 2019 Jul 23, 2019
Wellington Shields & Co LLC 9,750 $1,204k Jun 30, 2019 Aug 8, 2019
and Wealth Partners LLC 2,600 $2k Put Jun 30, 2019 Aug 6, 2019
Evermay Wealth Management LLC 5,056 $624k Jun 30, 2019 Jul 23, 2019
The Central Trust Bank 3,479 $429k Jun 30, 2019 Jul 16, 2019
Motley FOOL Asset Management LLC 14,384 $1,776k Jun 30, 2019 Aug 14, 2019
Granite Investment Advisors LLC 23,762 $2,933k Jun 30, 2019 Jul 23, 2019
Monte Financial Group LLC 6,762 $835k Jun 30, 2019 Aug 7, 2019
Artisan Partners Limited Partnership 4,237,142 $523,033k Jun 30, 2019 Aug 9, 2019
Carnegie Capital Asset Management LLC 2,562 $316k Jun 30, 2019 Jul 24, 2019
Ellington Financial Management LLC 8,500 $1,049k Jun 30, 2019 Aug 14, 2019
Wellington Shields Capital Management LLC 23,111 $2,853k Jun 30, 2019 Aug 8, 2019
Granite Investment Partners LLC 2,150 $265k Jun 30, 2019 Aug 7, 2019
Riverpark Advisors LLC 18,611 $2,297k Jun 30, 2019 Aug 13, 2019
Riverpark Capital Management LLC 64,118 $7,915k Jun 30, 2019 Aug 13, 2019
Drexel Morgan & Co 15,272 $1,885k Jun 30, 2019 Aug 8, 2019
Strategic Investment Advisors Inc 8,514 $1,050k Jun 30, 2019 Jul 22, 2019
Pathstone Family Office LLC 4,500 $555k Jun 30, 2019 Aug 14, 2019
USCA RIA LLC 3,420 $422k Jun 30, 2019 Aug 14, 2019
Lucia Wealth Services LLC 11,277 $1,392k Jun 30, 2019 Jul 23, 2019
Joel Isaacson & Co LLC 6,912 $853k Jun 30, 2019 Jul 11, 2019
LLBH Private Wealth Management LLC 7,294 $900k Jun 30, 2019 Aug 13, 2019
QS Investors LLC 11,505 $1,421k Jun 30, 2019 Aug 14, 2019
Hermes Investment Management Limited 4,950 $485k Jun 30, 2018 Jul 24, 2018
First National Bank of Omaha 2,259 $279k Jun 30, 2019 Jul 10, 2019
Stratos Wealth Partners Ltd 18,694 $2,308k Jun 30, 2019 Aug 6, 2019
Richard Bernstein Advisors LLC 34,399 $4,246k Jun 30, 2019 Aug 9, 2019
Renaissance Investment Group LLC 252,461 $31,164k Jun 30, 2019 Aug 13, 2019
Huber Financial Advisors LLC 2,665 $329k Jun 30, 2019 Aug 5, 2019
FFCM LLC 1,574 $194k Jun 30, 2019 Jul 30, 2019
Clifford Capital Partners LLC 67,766 $8,365k Jun 30, 2019 Aug 14, 2019
Spectrum Management Group Inc 1,176 $145k Jun 30, 2019 Aug 2, 2019
Altium Wealth Management LLC 14,755 $1,821k Jun 30, 2019 Jul 18, 2019
American National Registered Investment Advisor Inc 10,110 $1,248k Jun 30, 2019 Aug 5, 2019
Personal Capital Advisors Corporation 2,678 $331k Jun 30, 2019 Aug 14, 2019
Sippican Capital Advisors LLC 6,625 $818k Jun 30, 2019 Jul 17, 2019
The Bollard Group LLC 167 $21k Jun 30, 2019 Aug 13, 2019
Unison Advisors LLC 15,835 $1,954k Jun 30, 2019 Jul 11, 2019
Modera Wealth Management LLC 12,805 $1,581k Jun 30, 2019 Aug 7, 2019
Westchester Capital Management LLC 500 $62k Jun 30, 2019 Aug 5, 2019
Kavar Capital Partners LLC 175 $22k Jun 30, 2019 Aug 1, 2019
Cacti Asset Management LLC 577,489 $71,574k Jun 30, 2019 Jul 1, 2019
CPWM LLC 2,929 $362k Jun 30, 2019 Aug 2, 2019
Nippon Life Global Investors Americas Inc 114,870 $14,179k Jun 30, 2019 Jul 23, 2019
Egerton Capital UK LLP 8,061,016 $995,052k Jun 30, 2019 Aug 13, 2019
Oxbow Advisors LLC 2,740 $338k Jun 30, 2019 Aug 7, 2019
Barometer Capital Management Inc 3,400 $418k Jun 30, 2019 Aug 13, 2019
Stanley Capital Management LLC 71,430 $8,817k Jun 30, 2019 Aug 14, 2019
Quantitative Investment Management LLC 21,237 $2,621k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 35,404 $4,370k Jun 30, 2019 Aug 5, 2019
Spectrum Group Management LLC 1,176 $145k Jun 30, 2019 Aug 2, 2019
Clear Perspective Advisors LLC 2,665 $329k Jun 30, 2019 Aug 12, 2019
Northstar Company LLC 14,990 $1,850k Jun 30, 2019 Jul 12, 2019
Advisory Alpha LLC 2,555 $319k Jun 30, 2019 Aug 16, 2019
Samlyn Capital LLC 72,791 $8,985k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 648,507 $73,308k Jun 30, 2019 Jul 30, 2019
MRAZ Amerine & Associates Inc 8,094 $999k Jun 30, 2019 Aug 2, 2019
RFG Advisory LLC 6,638 $812k Jun 30, 2019 Aug 23, 2019
Tokio Marine Asset Management USA Ltd 2,046 $253k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 3,175 $392k Jun 30, 2019 Jul 15, 2019
Diligent Investors LLC 3,351 $414k Jun 30, 2019 Aug 1, 2019
Polaris Greystone Financial Group LLC 237,863 $29,714k Jun 30, 2019 Jul 25, 2019
Kiltearn Partners LLP 998,870 $123,301k Jun 30, 2019 Jul 30, 2019
Cambridge Advisors LLC 2,760 $341k Jun 30, 2019 Jul 26, 2019
CWA Asset Management Group LLC 1,996 $246k Jun 30, 2019 Aug 13, 2019
SVA Plumb Wealth Management LLC 16,245 $2,005k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 16,495 $2,036k Jun 30, 2019 Jul 22, 2019
Magellan Asset Management Limited 9,580,424 $1,182,608k Jun 30, 2019 Aug 13, 2019
The Colony Group LLC 147,967 $18,265k Jun 30, 2019 Aug 19, 2019
Alpha Cubed Investments LLC 21,188 $2,615k Jun 30, 2019 Jul 19, 2019
LVW Advisors LLC 3,043 $376k Jun 30, 2019 Aug 14, 2019
Cipher Capital LP 5,735 $708k Jun 30, 2019 Aug 13, 2019
Vivaldi Capital Management LLC 1,891 $233k Jun 30, 2019 Aug 14, 2019
Eminence Capital LP 296,515 $36,602k Jun 30, 2019 Aug 14, 2019
Meridian Wealth Management LLC 2,898 $3,578k Jun 30, 2019 Jul 19, 2019
SRB Corporation 2,077 $256k Jun 30, 2019 Aug 14, 2019
Bluemar Capital Management LLC 79,733 $9,842k Jun 30, 2019 Aug 14, 2019
IFM Investors PTY Ltd 50,561 $6,241k Jun 30, 2019 Jul 16, 2019
The Investment House LLC 13,978 $1,725k Jun 30, 2019 Aug 5, 2019
Toroso Investments LLC 2,023 $249k Jun 30, 2019 Aug 15, 2019
Regent Investment Management LLC 5,000 $617k Jun 30, 2019 Jul 15, 2019
Interval Partners LP 30,000 $3,703k Call Jun 30, 2019 Aug 12, 2019
Lakeview Capital Partners LLC 22,209 $2,741k Jun 30, 2019 Aug 5, 2019
Edgestream Partners LP 5,949 $734k Jun 30, 2019 Aug 8, 2019
Harwood Advisory Group LLC 20,765 $2,563k Jun 30, 2019 Aug 7, 2019
Biltmore Family Office LLC 33,000 $4,074k Jun 30, 2019 Jul 31, 2019
Junto Capital Management LP 638,706 $78,842k Jun 30, 2019 Aug 14, 2019
Ropes Wealth Advisors LLC 8,646 $1,067k Jun 30, 2019 Jul 31, 2019
Telemus Capital LLC 6,991 $844k Jun 30, 2019 Aug 9, 2019
Northstar Wealth Partners LLC 2,150 $265k Jun 30, 2019 Aug 15, 2019
ST Johns Investment Management Company LLC 10,918 $1,348k Jun 30, 2019 Jul 24, 2019
Venturi Wealth Management LLC 69,052 $8,524k Jun 30, 2019 Aug 7, 2019
Oliver Luxxe Assets LLC 2,141 $267k Jun 30, 2019 Jul 10, 2019
Capital Bank and Trust Company 210 $26k Jun 30, 2019 Aug 14, 2019
Gideon Capital Advisors Inc 8,124 $1,003k Jun 30, 2019 Aug 14, 2019
Capital Planning Advisors LLC 28,176 $3,478k Jun 30, 2019 Aug 9, 2019
Chartwell Investment Partners LLC 34,326 $4,237k Jun 30, 2019 Aug 19, 2019
Kovack International Advisors Inc 6 $2k Put Jun 30, 2019 Aug 14, 2019
GWM Advisors LLC 11,086 $1,369k Jun 30, 2019 Aug 5, 2019
IHT Wealth Management LLC 1,917 $237k Jun 30, 2019 Aug 12, 2019
Kaizen Advisory LLC 1,922 $183k Dec 31, 2018 Feb 15, 2019
DAVY Asset Management Limited 20,248 $2,499k Jun 30, 2019 Jul 19, 2019
Spiderrock Advisors LLC 3,300 $3k Put Jun 30, 2019 Jul 29, 2019
Granite Financial Partners LLC 2,150 $265k Jun 30, 2019 Aug 7, 2019
Boston Private Wealth LLC 29,558 $3,649k Jun 30, 2019 Jul 10, 2019
Teza Capital Management LLC 5,917 $730k Jun 30, 2019 Aug 8, 2019
Cottage Street Advisors LLC 3,386 $418k Jun 30, 2019 Aug 2, 2019
Hosking Partners LLP 551,393 $68,064k Jun 30, 2019 Aug 13, 2019
Veritas Asset Management LLP 4,523,484 $558,379k Jun 30, 2019 Aug 8, 2019
Foundations Investment Advisors LLC 1,737 $219k Jun 30, 2019 Jul 8, 2019
Bell & Brown Wealth Advisors LLC 16,935 $2,090k Jun 30, 2019 Aug 6, 2019
Aries Wealth Management LLC 3,392 $425k Jun 30, 2019 Jul 15, 2019
Port Capital LLC 7,181 $886k Jun 30, 2019 Aug 14, 2019
Tortoise Index Solutions LLC 1,652 $204k Jun 30, 2019 Aug 14, 2019
Dorchester Wealth Management Company 3,038 $375k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 5,274 $651k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 21,400 $2,642k Jun 30, 2019 Aug 7, 2019
ETF Managers Group LLC 344,786 $42,733k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 3,077 $380k Jun 30, 2019 Jul 31, 2019
Quadrant Private Wealth Management LLC 1,643 $203k Jun 30, 2019 Aug 13, 2019
Adams Diversified Equity Fund Inc 198,100 $24,453k Jun 30, 2019 Jul 29, 2019
Stokes Capital Advisors LLC 23,728 $2,929k Jun 30, 2019 Jul 15, 2019
FORT PITT Capital Group LLC 7,643 $943k Jun 30, 2019 Aug 9, 2019
Eaton Vance Management International Limited 2,447,627 $301,151k Jun 30, 2019 Aug 16, 2019
Patton Albertson Miller Group LLC 3,340 $421k Jun 30, 2019 Aug 12, 2019
Stansberry Asset Management LLC 29,209 $3,606k Jun 30, 2019 Aug 14, 2019
Kovitz Investment Group Partners LLC 404,652 $49,951k Jun 30, 2019 Aug 14, 2019
Moloney Securities Asset Management LLC 9,350 $1,154k Jun 30, 2019 Jul 29, 2019
Douglas Lane & Associates LLC 587,972 $72,579k Jun 30, 2019 Jul 8, 2019
Carnick & Kubik Group LLC 27,834 $3,436k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 4,085 $504k Jun 30, 2019 Jul 11, 2019
Lyell Wealth Management LP 4,205 $519k Jun 30, 2019 Aug 1, 2019
Arjuna Capital LLC 14,329 $1,769k Jun 30, 2019 Aug 21, 2019
Equity Investment Corporation 823,028 $101,595k Jun 30, 2019 Aug 5, 2019
Neuberger Berman Breton Hill ULC 14,687 $1,329k Sep 30, 2017 Nov 3, 2017
Heritage Financial LLC 2,640 $326k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 9,512 $1,174k Jun 30, 2019 Jul 19, 2019
Maytech Global Investments LLC 8,863 $1,094k Jun 30, 2019 Aug 12, 2019
Strategic Global Advisors LLC 8,857 $1,093k Jun 30, 2019 Aug 13, 2019
Centiva Capital LP 6,500 $803k Call Jun 30, 2019 Aug 13, 2019
ALL Terrain Financial Advisors LLC 3,316 $409k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 948 $86,000k Sep 30, 2017 Nov 14, 2017
Azora Capital LP 95,766 $11,821k Jun 30, 2019 Aug 14, 2019
Cypress Wealth Services LLC 6,560 $810k Jun 30, 2019 Jul 24, 2019
LGL Partners LLC 3,613 $446k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 6,887 $849k Jun 30, 2019 Aug 2, 2019
Arnhold LLC 5,000 $617k Jun 30, 2019 Aug 8, 2019
Wealth Advisors Group LLC 2,192 $271k Jun 30, 2019 Aug 7, 2019
Vishria BIRD Financial Group LLC 2,847 $351k Jun 30, 2019 Jul 15, 2019
LMR Partners LLC 9,918 $1,224k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 1,900 $235k Jun 30, 2019 Jul 25, 2019
Private Counsel Group Ltd 15,863 $2,031k Jun 30, 2019 Jul 29, 2019
Moors & Cabot Inc 14,157 $1,746k Jun 30, 2019 Jul 18, 2019
van ECK Associates Corporation 46,640 $5,757k Jun 30, 2019 Aug 7, 2019
Ipswich Investment Management Company Inc 9,302 $1,148k Jun 30, 2019 Jul 11, 2019

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