investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

AMERICAN TOWER CORP NEW
(03027X100)

Funds Reporting Holdings of AMERICAN TOWER CORP NEW according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Waddell & REED Inc 454,520 $92,927k Jun 30, 2019 Aug 14, 2019
Foresters Investment Management Company Inc 35,750 $7,309k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 1,229 $251k Jun 30, 2019 Aug 16, 2019
Gilder Gagnon HOWE & Co LLC 82,537 $16,875k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 3,420 $699k Jun 30, 2019 Jul 19, 2019
Prospera Financial Services Inc 3,549 $728k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 2,965 $607k Jun 30, 2019 Aug 21, 2019
Goelzer Investment Management Inc 15,399 $3,148k Jun 30, 2019 Jul 29, 2019
Kayne Anderson Capital Advisors LP 10,800 $2,206k Jun 30, 2019 Jul 29, 2019
Middleton & Company Inc 66,739 $13,645k Jun 30, 2019 Jul 25, 2019
The Pacific Center FOR Financial Services 78 $16k Jun 30, 2019 Aug 15, 2019
Carderock Capital Management Inc 21,275 $4,350k Jun 30, 2019 Jul 15, 2019
Chilton Capital Management LLC 80,590 $16,477k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 11,056 $2,261k Jun 30, 2019 Aug 14, 2019
Dodge & COX 1,825 $373k Jun 30, 2019 Aug 13, 2019
Whitnell & Co 1,149 $235k Jun 30, 2019 Jul 16, 2019
Janus Capital Management LLC 6,313,133 $767,289k Mar 31, 2017 May 16, 2017
Ferguson Wellman Capital Management Inc 5,003 $1,023k Jun 30, 2019 Jul 16, 2019
Howland Capital Management LLC 248,561 $50,818k Jun 30, 2019 Jul 17, 2019
North American Management Corp 74,441 $15,219k Jun 30, 2019 Jul 30, 2019
Montag & Caldwell LLC 190,868 $39,022k Jun 30, 2019 Aug 1, 2019
BOYS Arnold & Company Inc 3,665 $749k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 9,456 $1,933k Jun 30, 2019 Jul 29, 2019
Atalanta Sosnoff Capital LLC 89,444 $18,287k Jun 30, 2019 Jul 15, 2019
Wilkins Investment Counsel Inc 28,595 $5,846k Jun 30, 2019 Aug 9, 2019
Condor Capital Management 14,213 $2,906k Jun 30, 2019 Aug 5, 2019
Evergreen Capital Management LLC 2,733 $559k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 191,813 $39,216k Jun 30, 2019 Aug 2, 2019
Vontobel Asset Management Inc 814,897 $172,155k Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 2,385 $487k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 3,835 $784k Jun 30, 2019 Aug 2, 2019
Yorktown Management and Research Co Inc 3,000 $613k Jun 30, 2019 Aug 2, 2019
LOWE Brockenbrough & Company Inc 39,881 $8,154k Jun 30, 2019 Aug 12, 2019
Murphy Capital Management Inc 1,700 $347k Jun 30, 2019 Jul 22, 2019
Sadoff Investment Management LLC 1,100 $225k Jun 30, 2019 Aug 7, 2019
Congress Asset Management Company LLP 61,938 $12,663k Jun 30, 2019 Aug 7, 2019
Sentry Investment Management LLC 26,757 $5,470k Jun 30, 2019 Aug 12, 2019
DF DENT and Company Inc 610,126 $124,740k Jun 30, 2019 Aug 15, 2019
Panagora Asset Management Inc 302,897 $61,927k Jun 30, 2019 Aug 9, 2019
Greatmark Investment Partners Inc 1,239 $253k Jun 30, 2019 Aug 5, 2019
Baldwin Brothers Inc 2,295 $469k Jun 30, 2019 Jul 19, 2019
Miles Capital Inc 2,369 $484k Jun 30, 2019 Aug 13, 2019
YHB Investment Advisors Inc 1,182 $242k Jun 30, 2019 Jul 15, 2019
BECK MACK & Oliver LLC 1,109 $227k Jun 30, 2019 Aug 13, 2019
Cetera Investment Advisers LLC 2,048 $421k Jun 30, 2019 Aug 12, 2019
Bedel Financial Consulting Inc 532 $109k Jun 30, 2019 Aug 1, 2019
Clearstead Advisors LLC 3,606 $737k Jun 30, 2019 Aug 8, 2019
Tocqueville Asset Management LP 1,368 $280k Jun 30, 2019 Jul 31, 2019
Sheets Smith Wealth Management 1,852 $379k Jun 30, 2019 Jul 12, 2019
Augustine Asset Management Inc 7,000 $1,431k Jun 30, 2019 Aug 5, 2019
Torray LLC 119,662 $24,465k Jun 30, 2019 Aug 8, 2019
The Renaissance Group LLC 1,082 $221k Jun 30, 2019 Aug 13, 2019
IMS Capital Management Inc 1,000 $204k Jun 30, 2019 Aug 14, 2019
Liberty Capital Management Inc 22,307 $4,561k Jun 30, 2019 Jul 15, 2019
Horizon Asset Management LLC 1,425 $291k Jun 30, 2019 Aug 14, 2019
BAHL & Gaynor Inc 37,749 $7,718k Jun 30, 2019 Aug 12, 2019
Hartwell J M Ltd Partnership 16,425 $3,358k Jun 30, 2019 Jul 31, 2019
Thomas White International Ltd 4,533 $927k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 19,823 $4,053k Jun 30, 2019 Aug 6, 2019
Cohen & Steers Capital Management Inc 1,355,720 $127,641k Mar 31, 2015 May 15, 2015
Smith Asset Management Group LP 46,802 $9,569k Jun 30, 2019 Aug 15, 2019
Financial Counselors Inc 42,335 $8,655k Jun 30, 2019 Aug 14, 2019
Managed Account Services Inc 2,180 $456k Jun 30, 2019 Jul 15, 2019
Cadence Capital Management LLC 2,875 $588k Jun 30, 2019 Aug 12, 2019
Acadian Asset Management LLC 9,602 $1,964k Jun 30, 2019 Aug 8, 2019
Harvest Capital Management Inc 3,245 $663k Jun 30, 2019 Aug 7, 2019
Ipswich Investment Management Company Inc 2,820 $577k Jun 30, 2019 Jul 11, 2019
Edgewood Management LLC 8,465,604 $1,730,793k Jun 30, 2019 Aug 12, 2019
Renaissance Technologies LLC 1,774,000 $362,694k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 45,882 $9,381k Jun 30, 2019 Jul 16, 2019
Williams Jones & Associates LLC 71,035 $14,523k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 408 $83k Jun 30, 2019 Aug 2, 2019
Campbell Newman Asset Management Inc 6,660 $1,362k Jun 30, 2019 Jul 24, 2019
Fuller & Thaler Asset Management Inc 1,140 $233k Jun 30, 2019 Aug 13, 2019
Hanseatic Management Services Inc 2,983 $610k Jun 30, 2019 Jul 19, 2019
Northstar Asset Management Inc 475 $97k Jun 30, 2019 Jul 16, 2019
Boston Family Office LLC 119,654 $24,463k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 70,845 $14,484k Jun 30, 2019 Jul 30, 2019
Security Asset Management Inc 29,400 $6,011k Jun 30, 2019 Aug 6, 2019
Savant Capital LLC 1,898 $388k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 379,320 $77,552k Jun 30, 2019 Aug 2, 2019
Sentry Management Inc 26,757 $5,470k Jun 30, 2019 Aug 12, 2019
Adelante Capital Management LLC 210,345 $43,005k Jun 30, 2019 Aug 14, 2019
Conning Inc 7,342 $1,501k Jun 30, 2019 Jul 25, 2019
Steinberg Global Asset Management Ltd 7,588 $1,495k Mar 31, 2019 Apr 24, 2019
Litman Gregory Asset Management LLC 163 $33k Jun 30, 2019 Jul 31, 2019
Dowling & Yahnke LLC 1,379 $282k Jun 30, 2019 Jul 22, 2019
Kelman Lazarov Inc 3,975 $813k Jun 30, 2019 Jul 22, 2019
GS Investments Inc 5,529 $1,130,404k Jun 30, 2019 Aug 9, 2019
Northside Capital Management LLC 1,180 $241k Jun 30, 2019 Jul 16, 2019
Confluence Wealth Management LLC 4,625 $946k Jun 30, 2019 Aug 9, 2019
CLS Investments LLC 1,022 $209k Jun 30, 2019 Aug 14, 2019
Oakbrook Investments LLC 16,090 $3,290k Jun 30, 2019 Jul 18, 2019
Fairview Capital Investment Management LLC 68,245 $13,952k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 1,120 $229k Jun 30, 2019 Jul 18, 2019
Dearborn Partners LLC 130,304 $26,641k Jun 30, 2019 Jul 29, 2019
Homrich & BERG Inc 4,490 $918k Jun 30, 2019 Aug 5, 2019
Capital Guardian Trust Company 390,943 $80,008k Jun 30, 2019 Aug 14, 2019
Mount Lucas Management LP 10,873 $2,223k Jun 30, 2019 Aug 14, 2019
Thomas J Herzfeld Advisors Inc 30 $6k Jun 30, 2019 Aug 13, 2019
Badgley Phelps and Bell Inc 62,342 $12,746k Jun 30, 2019 Jul 30, 2019
American Financial Advisors Inc 7,525 $1,538k Jun 30, 2019 Aug 12, 2019
Douglass Winthrop Advisors LLC 2,987 $611k Jun 30, 2019 Jul 10, 2019
Seabridge Investment Advisors LLC 200 $41k Jun 30, 2019 Jul 18, 2019
Grassi Investment Management LLC 48,395 $9,894k Jun 30, 2019 Jul 10, 2019
MARK Sheptoff Financial Planning LLC 292 $60k Jun 30, 2019 Aug 12, 2019
Wrapmanager Inc 1,171 $239k Jun 30, 2019 Jul 31, 2019
Peconic Partners LLC 11,500 $2,351k Jun 30, 2019 Aug 14, 2019
Strategic Capital Advisers Inc 5,150 $1,053k Jun 30, 2019 Jul 30, 2019
Logan Capital Management Inc 8 $2k Jun 30, 2019 Jul 24, 2019
Baldwin Investment Management LLC 9,800 $2,004k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 475 $97k Jun 30, 2019 Jul 16, 2019
Bristlecone Advisors LLC 3,962 $810k Jun 30, 2019 Jul 19, 2019
AKRE Capital Management LLC 7,186,528 $1,469,286k Jun 30, 2019 Aug 13, 2019
REDW Stanley Financial Advisors LLC 1,847 $378k Jun 30, 2019 Aug 9, 2019
Highland Private Wealth Management 945 $193k Jun 30, 2019 Aug 13, 2019
Horizon Investments LLC 6,630 $1,356k Jun 30, 2019 Aug 14, 2019
Brightworth LLC 48,405 $9,896k Jun 30, 2019 Jul 31, 2019
Biegel & Waller LLC 1,669 $341k Jun 30, 2019 Jul 23, 2019
Gables Capital Management Inc 89 $18k Jun 30, 2019 Jul 31, 2019
Daiwa SB Investments USA Ltd 230 $45k Mar 31, 2019 Apr 18, 2019
Contravisory Investment Management Inc 302 $62k Jun 30, 2019 Jul 9, 2019
MAI Capital Management LLC 27,840 $5,692k Jun 30, 2019 Aug 15, 2019
American Investment Services Inc 6,084 $1,244k Jun 30, 2019 Aug 6, 2019
Appleton Partners Inc 65,630 $13,418k Jun 30, 2019 Jul 25, 2019
Daiwa SB Investments Ltd 230 $45k Mar 31, 2019 Apr 18, 2019
TDAM USA Inc 1,546 $316k Jun 30, 2019 Aug 1, 2019
Altfest L J & Co Inc 5,903 $1,207k Jun 30, 2019 Jul 15, 2019
Monetary Management Group Inc 675 $138k Jun 30, 2019 Aug 13, 2019
Mairs and Power Inc 3,345 $684k Jun 30, 2019 Aug 14, 2019
Rothschild & Co Asset Management US Inc 91,184 $18,643k Jun 30, 2019 Jul 25, 2019
Madison Investment Holdings Inc 147,277 $30,111k Jun 30, 2019 Aug 13, 2019
Destination Wealth Management 31 $6k Jun 30, 2019 Jul 19, 2019
First Heartland Consultants Inc 2,413 $493k Jun 30, 2019 Aug 12, 2019
Becker Capital Management Inc 2,470 $505k Jun 30, 2019 Aug 8, 2019
Quest Investment Management LLC 2,510 $513k Jun 30, 2019 Aug 13, 2019
Woodstock Corporation 2,639 $540k Jun 30, 2019 Jul 3, 2019
Cookson Peirce & Co Inc 182,356 $37,283k Jun 30, 2019 Jul 31, 2019
Trillium Asset Management LLC 73,407 $15,008k Jun 30, 2019 Aug 8, 2019
BKD Wealth Advisors LLC 2,698 $552k Jun 30, 2019 Jul 10, 2019
Grandfield & DODD LLC 1,557 $318k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 3,627 $480k Jun 30, 2017 Aug 15, 2017
EP Wealth Advisors LLC 86,536 $17,692k Jun 30, 2019 Aug 27, 2019
COHO Partners Ltd 2,019 $413k Jun 30, 2019 Aug 8, 2019
Grand JEAN Capital Management Inc 48,339 $9,883k Jun 30, 2019 Aug 13, 2019
South Texas Money Management Ltd 7,984 $1,632k Jun 30, 2019 Jul 2, 2019
Waverton Investment Management Limited 455,895 $93,208k Jun 30, 2019 Jul 17, 2019
Cambridge Financial Group Inc 1,610 $329k Jun 30, 2019 Jul 29, 2019
Bank of Hawaii 1,140 $233k Jun 30, 2019 Aug 15, 2019
Tributary Capital Management LLC 4,025 $823k Jun 30, 2019 Jul 11, 2019
Avalon Advisors LLC 84,773 $17,332k Jun 30, 2019 Aug 14, 2019
Mission Wealth Management LP 1,167 $239k Jun 30, 2019 Aug 9, 2019
Heritage Investment Group Inc 15,494 $3,168k Jun 30, 2019 Aug 13, 2019
Partnervest Advisory Services LLC 2,112 $432k Jun 30, 2019 Aug 7, 2019
Princeton Capital Management LLC 41,413 $8,467k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 7,525 $1,538k Jun 30, 2019 Aug 12, 2019
Advisor Partners LLC 10,981 $2,245k Jun 30, 2019 Jul 26, 2019
Welch & Forbes LLC 7,333 $1,500k Jun 30, 2019 Jul 12, 2019
Legacy Financial Advisors Corporation 1,000 $204k Jun 30, 2019 Jul 15, 2019
American Financial Advisors LLC 7,525 $1,538k Jun 30, 2019 Aug 12, 2019
Johnson Investment Counsel Inc 7,896 $1,614k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 1,610 $329k Jun 30, 2019 Jul 29, 2019
North Star Investment Management Corporation 3,100 $634k Jun 30, 2019 Jul 15, 2019
Sequoia Financial Advisors LLC 1,433 $293k Jun 30, 2019 Jul 31, 2019
Alkeon Capital Management LLC 203,056 $41,515k Jun 30, 2019 Aug 14, 2019
Autus Asset Management LLC 3,844 $786k Jun 30, 2019 Jul 15, 2019
Sheaff Brock Investment Advisors LLC 2,968 $607k Jun 30, 2019 Jul 31, 2019
Brown Advisory Securities LLC 11,762 $2,403k Jun 30, 2019 Aug 12, 2019
First National Corporation 175 $36k Jun 30, 2019 Jul 22, 2019
Ridgewood Investments LLC 8,598 $1,758k Jun 30, 2019 Jul 12, 2019
GW&K Investment Management LLC 296,912 $60,704k Jun 30, 2019 Aug 6, 2019
RMR Advisors LLC 6,200 $1,268k Jun 30, 2019 Jul 24, 2019
The Caprock Group Inc 1,524 $313k Jun 30, 2019 Jul 23, 2019
Tiemann Investment Advisors LLC 1,902 $389k Jun 30, 2019 Aug 13, 2019
RB Capital Management LLC 100 $0k Call Jun 30, 2019 Aug 7, 2019
EQIS Capital Management Inc 2,169 $444k Jun 30, 2019 Jul 18, 2019
Westover Capital Advisors LLC 11,266 $2,303k Jun 30, 2019 Aug 13, 2019
Vantage Advisors LLC 300 $44k Sep 30, 2018 Nov 9, 2018
Texas Yale Capital Corp 10,759 $2,200k Jun 30, 2019 Jul 24, 2019
BTC Capital Management Inc 8,292 $1,696k Jun 30, 2019 Jul 26, 2019
Institute FOR Wealth Management LLC 2,549 $521k Jun 30, 2019 Aug 2, 2019
Nelson Roberts Investment Advisors LLC 132 $27k Jun 30, 2019 Jul 25, 2019
Veritable LP 20,092 $4,108k Jun 30, 2019 Aug 12, 2019
Skylands Capital LLC 66,800 $13,657k Jun 30, 2019 Jul 29, 2019
Meridian Investment Counsel Inc 1,017 $208k Jun 30, 2019 Aug 13, 2019
Hexavest Inc 73 $15k Jun 30, 2019 Jul 10, 2019
Investors Research Corporation 13 $3k Jun 30, 2019 Jul 8, 2019
Global Financial Private Capital LLC 12,960 $2,661k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 31,244 $6,388k Jun 30, 2019 Aug 13, 2019
Newfocus Financial Group LLC 1,173 $240k Jun 30, 2019 Jul 23, 2019
Bridgecreek Investment Management LLC 21,695 $4,436k Jun 30, 2019 Aug 14, 2019
Caxton Associates LP 5,863 $1,198k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 5,127 $451k Sep 30, 2015 Nov 16, 2015
Maryland Capital Management LLC 1,246 $255k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 67,631 $6,333k Sep 30, 2014 Nov 14, 2014
New England Private Wealth Advisors LLC 2,200 $449k Jun 30, 2019 Aug 8, 2019
Accuvest Global Advisors 1,909 $390k Jun 30, 2019 Jul 17, 2019
Level Four Advisory Services LLC 5,039 $1,031k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 31,995 $6,541k Jun 30, 2019 Aug 15, 2019
Campbell & Company Investment Adviser LLC 2,637 $539k Jun 30, 2019 Jul 10, 2019
Copeland Capital Management LLC 127 $26k Jun 30, 2019 Jul 19, 2019
Aureus Asset Management LLC 123,097 $25,167k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 72,737 $14,871k Jun 30, 2019 Aug 12, 2019
Broadleaf Partners LLC 15,345 $3,137k Jun 30, 2019 Jul 19, 2019
Cantillon Capital Management LLC 1,095,026 $223,878k Jun 30, 2019 Jul 26, 2019
Mitchell Mcleod PUGH & Williams Inc 4,640 $949k Jun 30, 2019 Jul 9, 2019
GLG LLC 19,214 $2,741k Dec 31, 2017 Feb 14, 2018
Traynor Capital Management Inc 1,020 $206k Jun 30, 2019 Jul 26, 2019
BLB & B Advisors LLC 16,208 $3,314k Jun 30, 2019 Jul 29, 2019
Cantillon Capital Management LLP 1,095,026 $223,878k Jun 30, 2019 Jul 26, 2019
Donald L Hagan LLC 4,308 $881k Jun 30, 2019 Jul 18, 2019
Oak Asset Management LLC 6,469 $1,337k Jun 30, 2019 Jul 25, 2019
Legacy Advisors LLC 1,000 $204k Jun 30, 2019 Jul 15, 2019
Catalyst Capital Advisors LLC 89,000 $18,196k Jun 30, 2019 Aug 8, 2019
USA Financial Portformulas Corporation 9,968 $1,964k Jun 30, 2019 Aug 12, 2019
Lourd Capital LLC 1,545 $316k Jun 30, 2019 Jul 11, 2019
Twin Focus Capital Partners LLC 1,620 $331k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 25,681 $5,250k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisory LLC 3,458 $707k Jun 30, 2019 Aug 8, 2019
Resolution Capital Limited 442,001 $90,367k Jun 30, 2019 Jul 22, 2019
Managed Account Advisors LLC 287,588 $26,829k Jun 30, 2015 Aug 14, 2015
Accurate Investment Solutions Inc 241 $49k Jun 30, 2019 Jul 12, 2019
Buckingham Asset Management LLC 7,123 $1,456k Jun 30, 2019 Aug 5, 2019
Wallington Asset Management LLC 87,003 $17,788k Jun 30, 2019 Aug 13, 2019
Checchi Capital Advisers LLC 3,962 $810k Jun 30, 2019 Aug 6, 2019
Calamos Wealth Management LLC 5,082 $1,039k Jun 30, 2019 Aug 7, 2019
Frontier Wealth Management LLC 3,683 $753k Jun 30, 2019 Aug 16, 2019
MAR Vista Investment Partners LLC 1,236,016 $252,703k Jun 30, 2019 Aug 13, 2019
Cornell Pochily Investment Advisors Inc 2,470 $505k Jun 30, 2019 Jul 22, 2019
Camelot Portfolios LLC 7,030 $1,437k Jun 30, 2019 Jul 19, 2019
ZEKE Capital Advisors LLC 5,693 $1,164k Jun 30, 2019 Jul 24, 2019
Aspiriant LLC 1,119 $228k Jun 30, 2019 Aug 6, 2019
FORT Point Capital Partners LLC 1,497 $306k Jun 30, 2019 Aug 9, 2019
The Ithaka Group LLC 2,800 $572k Jun 30, 2019 Aug 12, 2019
Tiedemann Advisors LLC 7,294 $1,500k Jun 30, 2019 Aug 13, 2019
NBW Capital LLC 29,713 $6,075k Jun 30, 2019 Aug 5, 2019
Brasada Capital Management LP 61,318 $12,887k Jun 30, 2019 Aug 7, 2019
East Coast Asset Management LLC 3,295 $674k Jun 30, 2019 Aug 14, 2019
Endurance Wealth Management Inc 34 $7k Jun 30, 2019 Jul 30, 2019
Triangle Securities Wealth Management 9,368 $1,957k Jun 30, 2019 Jul 10, 2019
Cohen Klingenstein LLC 84,929 $17,364k Jun 30, 2019 Jul 15, 2019
Telos Capital Management Inc 9,047 $1,850k Jun 30, 2019 Jul 19, 2019
Alphaone Investment Services LLC 115 $24k Jun 30, 2019 Aug 13, 2019
Motley FOOL Asset Management LLC 72,014 $14,723k Jun 30, 2019 Aug 14, 2019
Artisan Partners Limited Partnership 87,180 $17,824k Jun 30, 2019 Aug 9, 2019
Carnegie Capital Asset Management LLC 104,259 $21,316k Jun 30, 2019 Jul 24, 2019
Wellington Shields Capital Management LLC 2,200 $450k Jun 30, 2019 Aug 8, 2019
Riverpark Advisors LLC 11,925 $2,438k Jun 30, 2019 Aug 13, 2019
Riverpark Capital Management LLC 35,895 $7,339k Jun 30, 2019 Aug 13, 2019
AXEL Capital Management LLC 3,000 $613k Jun 30, 2019 Aug 7, 2019
Dynamic Advisor Solutions LLC 6,993 $1,430k Jun 30, 2019 Aug 13, 2019
Pathstone Family Office LLC 200 $41k Jun 30, 2019 Aug 14, 2019
Covey Capital Advisors LLC 7,500 $1,533k Jun 30, 2019 Aug 8, 2019
USCA RIA LLC 1,853 $379k Jun 30, 2019 Aug 14, 2019
Joel Isaacson & Co LLC 5,502 $1,125k Jun 30, 2019 Jul 11, 2019
Avondale Wealth Management LLC 110 $22k Jun 30, 2019 Jul 26, 2019
SNS Financial Group LLC 1,550 $317k Jun 30, 2019 Jul 26, 2019
QS Investors LLC 28,532 $5,834k Jun 30, 2019 Aug 14, 2019
Hermes Investment Management Limited 428,455 $61,770k Jun 30, 2018 Jul 24, 2018
First National Bank of Omaha 1,171 $239k Jun 30, 2019 Jul 10, 2019
Stratos Wealth Partners Ltd 9,149 $1,871k Jun 30, 2019 Aug 6, 2019
Richard Bernstein Advisors LLC 16,624 $3,398k Jun 30, 2019 Aug 9, 2019
Renaissance Investment Group LLC 1,082 $221k Jun 30, 2019 Aug 13, 2019
EMS Capital LP 2,914 $596k Jun 30, 2019 Aug 14, 2019
FFCM LLC 902 $184k Jun 30, 2019 Jul 30, 2019
Spectrum Management Group Inc 1,068 $218k Jun 30, 2019 Aug 2, 2019
Altium Wealth Management LLC 1,906 $390k Jun 30, 2019 Jul 18, 2019
Focused Wealth Management Inc 424 $87k Jun 30, 2019 Jul 19, 2019
Personal Capital Advisors Corporation 26,665 $5,452k Jun 30, 2019 Aug 14, 2019
Kavar Capital Partners LLC 229 $47k Jun 30, 2019 Aug 1, 2019
CPWM LLC 5,116 $1,046k Jun 30, 2019 Aug 2, 2019
Eulav Asset Management 101,400 $20,731k Jun 30, 2019 Aug 5, 2019
Barometer Capital Management Inc 76,964 $15,735k Jun 30, 2019 Aug 13, 2019
Spectrum Group Management LLC 1,068 $218k Jun 30, 2019 Aug 2, 2019
Prelude Capital Management LLC 5,800 $1,186k Put Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 3,010 $615k Jun 30, 2019 Jul 25, 2019
Legacy Financial Advisors Inc 1,000 $204k Jun 30, 2019 Jul 15, 2019
EFG Asset Management Americas Corp 22,787 $4,659k Jun 30, 2019 Jul 9, 2019
JAG Capital Management LLC 17,110 $3,498k Jun 30, 2019 Jul 22, 2019
Magellan Asset Management Limited 376,642 $77,004k Jun 30, 2019 Aug 13, 2019
The Colony Group LLC 16,242 $3,321k Jun 30, 2019 Aug 19, 2019
Alpha Cubed Investments LLC 2,273 $465k Jun 30, 2019 Jul 19, 2019
Janney Capital Management LLC 1,230 $251k Jun 30, 2019 Jul 29, 2019
Cipher Capital LP 730 $149k Jun 30, 2019 Aug 13, 2019
ECHO Street Capital Management LLC 126,416 $25,846k Jun 30, 2019 Aug 14, 2019
Element Capital Management LLC 19,328 $3,952k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 2,864 $590k Jun 30, 2019 Aug 9, 2019
Meridian Wealth Management LLC 4,151 $8,487k Jun 30, 2019 Jul 19, 2019
Stevens Capital Management LP 41,961 $8,579k Jun 30, 2019 Jul 31, 2019
Selkirk Management LLC 49,150 $10,049k Jun 30, 2019 Aug 13, 2019
IFM Investors PTY Ltd 30,863 $6,310k Jun 30, 2019 Jul 16, 2019
Segment Wealth Management LLC 26,223 $5,361k Jun 30, 2019 Jul 29, 2019
Bernicke Wealth Management Ltd 4,638 $948k Jun 30, 2019 Aug 5, 2019
Tuttle Tactical Management LLC 12,746 $2,606k Jun 30, 2019 Jul 29, 2019
Zimmer Partners LP 555,000 $113,470k Jun 30, 2019 Aug 14, 2019
Motley FOOL Wealth Management LLC 85,723 $17,526k Jun 30, 2019 Aug 14, 2019
Lakeview Capital Partners LLC 2,030 $415k Jun 30, 2019 Aug 5, 2019
Biltmore Family Office LLC 2,027 $416k Jun 30, 2019 Jul 31, 2019
Ropes Wealth Advisors LLC 3,458 $707k Jun 30, 2019 Jul 31, 2019
Telemus Capital LLC 35,157 $7,520k Jun 30, 2019 Aug 9, 2019
Venturi Wealth Management LLC 2,673 $546k Jun 30, 2019 Aug 7, 2019
Capital Bank and Trust Company 685,000 $140,147k Jun 30, 2019 Aug 14, 2019
Gideon Capital Advisors Inc 17,400 $3,557k Jun 30, 2019 Aug 14, 2019
Taylor Wealth Management Partners LLC 70,690 $14,453k Jun 30, 2019 Jul 17, 2019
Cardan Capital Partners LLC 5,044 $1,031k Jun 30, 2019 Jul 16, 2019
GWM Advisors LLC 80,895 $16,539k Jun 30, 2019 Aug 5, 2019
Kaizen Advisory LLC 1,212 $192k Dec 31, 2018 Feb 15, 2019
DAVY Asset Management Limited 2,789 $570k Jun 30, 2019 Jul 19, 2019
CWM Advisors LLC 10,729 $2,194k Jun 30, 2019 Jul 16, 2019
Boston Private Wealth LLC 14,628 $2,991k Jun 30, 2019 Jul 10, 2019
Teza Capital Management LLC 6,318 $1,292k Jun 30, 2019 Aug 8, 2019
Sound Income Strategies LLC 66 $13k Jun 30, 2019 Jul 16, 2019
Institutional and Family Asset Management LLC 104 $21k Jun 30, 2019 Aug 14, 2019
Bristol Gate Capital Partners Inc 180,801 $36,963k Jun 30, 2019 Aug 14, 2019
Aries Wealth Management LLC 1,000 $209k Jun 30, 2019 Jul 15, 2019
Ellevest Inc 111 $23k Jun 30, 2019 Aug 20, 2019
Dedora Capital Inc 2,587 $529k Jun 30, 2019 Aug 8, 2019
DB Root & Company LLC 2,849 $582k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 453 $93k Jun 30, 2019 Aug 14, 2019
Mccollum Christoferson Group LLC 38,801 $7,933k Jun 30, 2019 Jul 11, 2019
Berkeley Capital Partners LLC 2,530 $517k Jun 30, 2019 Aug 8, 2019
Adams Diversified Equity Fund Inc 95,300 $19,484k Jun 30, 2019 Jul 29, 2019
Stokes Capital Advisors LLC 3,010 $615k Jun 30, 2019 Jul 15, 2019
Eaton Vance Management International Limited 969,876 $198,286k Jun 30, 2019 Aug 16, 2019
Patton Albertson Miller Group LLC 2,657 $590k Jun 30, 2019 Aug 12, 2019
Altman Advisors Inc 9,960 $2,036k Jun 30, 2019 Jul 12, 2019
KJ Harrison & Partners USA Inc 2,000 $409k Jun 30, 2019 Aug 5, 2019
Douglas Lane & Associates LLC 236,094 $48,269k Jun 30, 2019 Jul 8, 2019
Greystone Managed Investments Inc 56,065 $11,462k Jun 30, 2019 Jul 23, 2019
Gilbert & COOK Inc 1,159 $237k Jun 30, 2019 Aug 5, 2019
Carnick & Kubik Group LLC 6,823 $1,395k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 2,991 $611k Jun 30, 2019 Jul 11, 2019
Arjuna Capital LLC 5,598 $1,145k Jun 30, 2019 Aug 21, 2019
6 Meridian LLC 2,935 $600k Jun 30, 2019 Jul 12, 2019
Bayesian Capital Management LP 12,108 $2,475k Jun 30, 2019 Aug 13, 2019
Neuberger Berman Breton Hill ULC 1,725 $236k Sep 30, 2017 Nov 3, 2017
180 Wealth Advisors LLC 2,026 $428k Jun 30, 2019 Aug 5, 2019
Heritage Financial LLC 15,494 $3,168k Jun 30, 2019 Aug 13, 2019
Aristotle Atlantic Partners LLC 40,000 $8,178k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 23,709 $4,847k Jun 30, 2019 Aug 14, 2019
Cypress Wealth Services LLC 1,536 $314k Jun 30, 2019 Jul 24, 2019
LGL Partners LLC 1,650 $337k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 1,832 $378k Jun 30, 2019 Aug 2, 2019
Wealth Alliance Advisory Group LLC 962 $203k Jun 30, 2019 Jul 17, 2019
LMR Partners LLC 18,936 $3,871k Jun 30, 2019 Aug 14, 2019
Moors & Cabot Inc 1,225 $250k Jun 30, 2019 Jul 18, 2019
Davenport & Company LLC 950,419 $194,313k Jun 30, 2019 Jul 10, 2019
VOYA Financial Advisors Inc 11,067 $2,278k Jun 30, 2019 Aug 14, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Copyright © 2019 by InvestingReview.org / All Rights Reserved.