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

AMGEN INC
(031162100)

Funds Reporting Holdings of AMGEN INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
GS Investments Inc 12,693 $2,339,066k Jun 30, 2019 Aug 9, 2019
Cantab Capital Partners LLP 12,286 $2,291,000k Sep 30, 2017 Nov 14, 2017
Tower Bridge Advisors Inc 6,926 $1,276,323k Jun 30, 2019 Aug 6, 2019
Janus Capital Management LLC 6,221,969 $1,020,817k Mar 31, 2017 May 16, 2017
Laffer Investments Inc 3,770 $694,735k Jun 30, 2019 Aug 15, 2019
Renaissance Technologies LLC 2,963,238 $546,065k Jun 30, 2019 Aug 12, 2019
Aristotle Capital Management LLC 2,545,339 $469,055k Jun 30, 2019 Aug 14, 2019
Retirement Income Solutions Inc 1,812 $334,000k Jun 30, 2019 Jul 23, 2019
Pzena Investment Management LLC 1,221,320 $225,065k Jun 30, 2019 Aug 2, 2019
COHO Partners Ltd 1,109,309 $204,424k Jun 30, 2019 Aug 8, 2019
Tekla Capital Management LLC 729,658 $134,461k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 705,600 $130,028k Jun 30, 2019 Aug 14, 2019
Smead Capital Management Inc 646,099 $119,063k Jun 30, 2019 Jul 26, 2019
Epoch Investment Partners Inc 635,599 $117,128k Jun 30, 2019 Aug 13, 2019
BAHL & Gaynor Inc 337,326 $62,162k Jun 30, 2019 Aug 12, 2019
Sawgrass Asset Management LLC 333,637 $61,483k Jun 30, 2019 Jul 23, 2019
Douglass Winthrop Advisors LLC 302,305 $55,709k Jun 30, 2019 Jul 10, 2019
River ROAD Asset Management LLC 285,153 $52,548k Jun 30, 2019 Aug 12, 2019
Hermes Investment Management Limited 277,951 $51,307k Jun 30, 2018 Jul 24, 2018
Panagora Asset Management Inc 275,903 $50,843k Jun 30, 2019 Aug 9, 2019
Clarivest Asset Management LLC 250,173 $46,101k Jun 30, 2019 Aug 16, 2019
Zacks Investment Management Inc 249,273 $45,936k Jun 30, 2019 Aug 14, 2019
Seizert Capital Partners LLC 245,742 $45,285k Jun 30, 2019 Aug 6, 2019
Conning Inc 244,161 $44,994k Jun 30, 2019 Jul 25, 2019
Winton Capital Management Ltd 351,191 $43,316k Mar 31, 2014 May 1, 2014
First Manhattan Co 231,821 $42,719k Jun 30, 2019 Aug 16, 2019
Personal Capital Advisors Corporation 228,582 $42,123k Jun 30, 2019 Aug 14, 2019
Avalon Advisors LLC 213,073 $39,265k Jun 30, 2019 Aug 14, 2019
Waddell & REED Inc 204,298 $37,648k Jun 30, 2019 Aug 14, 2019
GW&K Investment Management LLC 196,156 $36,148k Jun 30, 2019 Aug 6, 2019
RNC Capital Management LLC 183,559 $33,826k Jun 30, 2019 Jul 25, 2019
TODD Asset Management LLC 176,829 $32,586k Jun 30, 2019 Aug 6, 2019
Hexavest Inc 164,594 $30,331k Jun 30, 2019 Jul 10, 2019
Oakbrook Investments LLC 159,103 $29,320k Jun 30, 2019 Jul 18, 2019
BEL AIR Investment Advisors LLC 254,958 $28,536k Sep 30, 2013 Nov 12, 2013
Chiron Investment Management LLC 153,787 $28,340k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 152,535 $28,109k Jun 30, 2019 Jul 23, 2019
DLD Asset Management LP 150,000 $27,638k Put Jun 30, 2019 Aug 14, 2019
Grantham Mayo van Otterloo & Co LLC 132,000 $24,325k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 127,529 $23,501k Jun 30, 2019 Aug 12, 2019
The Colony Group LLC 126,250 $23,265k Jun 30, 2019 Aug 19, 2019
Morningstar Investment Services LLC 124,650 $22,970k Jun 30, 2019 Aug 13, 2019
Orbimed Advisors LLC 122,100 $22,501k Jun 30, 2019 Aug 14, 2019
Ferguson Wellman Capital Management Inc 119,651 $22,049k Jun 30, 2019 Jul 16, 2019
QS Investors LLC 113,058 $20,835k Jun 30, 2019 Aug 14, 2019
Clark Capital Management Group Inc 106,090 $19,550k Jun 30, 2019 Jul 12, 2019
Alpha Cubed Investments LLC 104,894 $19,330k Jun 30, 2019 Jul 19, 2019
Becker Capital Management Inc 104,301 $19,221k Jun 30, 2019 Aug 8, 2019
Polar Capital LLP 100,000 $18,428k Jun 30, 2019 Aug 14, 2019
Financial Counselors Inc 98,714 $18,191k Jun 30, 2019 Aug 14, 2019
Shufro ROSE & Co LLC 92,785 $17,098k Jun 30, 2019 Jul 24, 2019
Guardian Capital LP 90,537 $16,684k Jun 30, 2019 Aug 14, 2019
Pacific Heights Asset Management LLC 85,000 $15,664k Jun 30, 2019 Jul 23, 2019
Ziegler Capital Management LLC 138,965 $15,554k Sep 30, 2013 Nov 6, 2013
Cornerstone Capital Corp 83,688 $15,422k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 83,688 $15,422k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 81,740 $15,063k Jun 30, 2019 Aug 15, 2019
MAI Capital Management LLC 78,024 $14,378k Jun 30, 2019 Aug 15, 2019
Badgley Phelps and Bell Inc 75,183 $13,855k Jun 30, 2019 Jul 30, 2019
Boston Private Wealth LLC 73,590 $13,561k Jun 30, 2019 Jul 10, 2019
Edgestream Partners LP 72,237 $13,312k Jun 30, 2019 Aug 8, 2019
Pinnacle Associates Ltd 71,205 $13,122k Jun 30, 2019 Aug 5, 2019
Marco Investment Management LLC 70,586 $13,008k Jun 30, 2019 Aug 6, 2019
Carnegie Capital Asset Management LLC 68,910 $12,699k Jun 30, 2019 Jul 24, 2019
Managed Account Advisors LLC 82,622 $12,684k Jun 30, 2015 Aug 14, 2015
Baldwin Brothers Inc 66,053 $12,172k Jun 30, 2019 Jul 19, 2019
Baring International Investment Ltd 101,265 $11,987k Jun 30, 2014 Jul 21, 2014
Tocqueville Asset Management LP 64,413 $11,870k Jun 30, 2019 Jul 31, 2019
Williams Jones & Associates LLC 63,173 $11,642k Jun 30, 2019 Aug 14, 2019
Twin Capital Management Inc 62,525 $11,522k Jun 30, 2019 Aug 1, 2019
Gabelli Funds LLC 62,500 $11,518k Jun 30, 2019 Aug 2, 2019
Douglas Lane & Associates LLC 62,131 $11,449k Jun 30, 2019 Jul 8, 2019
Oak Asset Management LLC 64,963 $11,426k Jun 30, 2019 Jul 25, 2019
Round Hill Asset Management Inc 61,344 $11,304k Jun 30, 2019 Aug 13, 2019
Hunter Associates Investment Management LLC 61,084 $11,257k Jun 30, 2019 Aug 8, 2019
Mastrapasqua Asset Management Inc 59,354 $10,937k Jun 30, 2019 Aug 12, 2019
Ashfield Capital Partners LLC 58,827 $10,841k Jun 30, 2019 Jul 29, 2019
Beacon Investment Advisory Services Inc 57,844 $10,660k Jun 30, 2019 Aug 7, 2019
Cohen & Steers Capital Management Inc 66,600 $10,646k Mar 31, 2015 May 15, 2015
Kovitz Investment Group Partners LLC 57,619 $10,619k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 56,019 $10,323k Jun 30, 2019 Aug 13, 2019
Steigerwald Gordon & KOCH Inc 55,439 $10,216k Jun 30, 2019 Jul 15, 2019
Eagle Global Advisors LLC 54,593 $10,060k Jun 30, 2019 Aug 13, 2019
Regentatlantic Capital LLC 54,523 $10,048k Jun 30, 2019 Jul 23, 2019
SKBA Capital Management LLC 54,450 $10,034k Jun 30, 2019 Aug 12, 2019
Dupont Capital Management Corp 52,263 $9,631k Jun 30, 2019 Jul 30, 2019
Venturi Wealth Management LLC 51,705 $9,528k Jun 30, 2019 Aug 7, 2019
Davidson Investment Advisors Inc 51,264 $9,447k Jun 30, 2019 Aug 13, 2019
Madison Investment Holdings Inc 50,659 $9,335k Jun 30, 2019 Aug 13, 2019
Davenport & Company LLC 50,482 $9,303k Jun 30, 2019 Jul 10, 2019
YHB Investment Advisors Inc 49,559 $9,133k Jun 30, 2019 Jul 15, 2019
The Investment House LLC 48,806 $8,994k Jun 30, 2019 Aug 5, 2019
Bragg Financial Advisors Inc 46,276 $8,528k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 45,687 $8,419k Jun 30, 2019 Aug 13, 2019
PRIO Wealth Limited Partnership 45,391 $8,364k Jun 30, 2019 Jul 18, 2019
Frontier Wealth Management LLC 45,369 $8,361k Jun 30, 2019 Aug 16, 2019
Highland Capital Management LLC 45,027 $8,298k Jun 30, 2019 Jul 29, 2019
IFM Investors PTY Ltd 44,474 $8,196k Jun 30, 2019 Jul 16, 2019
Congress Asset Management Company LLP 42,737 $7,876k Jun 30, 2019 Aug 7, 2019
Carillon Tower Advisers Inc 42,200 $7,776k Jun 30, 2019 Aug 8, 2019
Hennessy Advisors Inc 41,100 $7,574k Jun 30, 2019 Jul 11, 2019
SIT Investment Associates Inc 40,785 $7,516k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 39,847 $7,344k Jun 30, 2019 Aug 14, 2019
Richard Bernstein Advisors LLC 38,551 $7,104k Jun 30, 2019 Aug 9, 2019
Vantage Advisors LLC 34,897 $7,078k Sep 30, 2018 Nov 9, 2018
Sentry Investment Management LLC 37,971 $6,997k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 37,971 $6,997k Jun 30, 2019 Aug 12, 2019
Sheaff Brock Investment Advisors LLC 37,158 $6,848k Jun 30, 2019 Jul 31, 2019
Dowling & Yahnke LLC 37,110 $6,839k Jun 30, 2019 Jul 22, 2019
Flippin Bruce & Porter Inc 37,052 $6,828k Jun 30, 2019 Aug 6, 2019
Capwealth Advisors LLC 37,010 $6,820k Jun 30, 2019 Aug 13, 2019
WE Donoghue & Co LLC 36,396 $6,707k Jun 30, 2019 Jul 23, 2019
Baker Avenue Asset Management LP 36,179 $6,667k Jun 30, 2019 Aug 14, 2019
LEE Danner & BASS Inc 36,153 $6,662k Jun 30, 2019 Jul 30, 2019
Wallington Asset Management LLC 35,934 $6,622k Jun 30, 2019 Aug 13, 2019
GLG LLC 37,178 $6,465k Dec 31, 2017 Feb 14, 2018
Welch & Forbes LLC 34,076 $6,279k Jun 30, 2019 Jul 12, 2019
Cohen Klingenstein LLC 33,020 $6,085k Jun 30, 2019 Jul 15, 2019
Sitrin Capital Management LLC 32,388 $5,968k Jun 30, 2019 Jul 17, 2019
The Central Trust Bank 32,346 $5,961k Jun 30, 2019 Jul 16, 2019
van Strum & Towne Inc 31,937 $5,885k Jun 30, 2019 Aug 12, 2019
Independent Investors Inc 31,832 $5,866k Jun 30, 2019 Jul 18, 2019
The Burney Company 31,073 $5,726k Jun 30, 2019 Aug 12, 2019
Endurance Wealth Management Inc 30,860 $5,687k Jun 30, 2019 Jul 30, 2019
Carderock Capital Management Inc 30,802 $5,676k Jun 30, 2019 Jul 15, 2019
Grandfield & DODD LLC 30,759 $5,668k Jun 30, 2019 Jul 29, 2019
LOWE Brockenbrough & Company Inc 30,225 $5,570k Jun 30, 2019 Aug 12, 2019
Argyle Capital Management Inc 29,119 $5,366k Jun 30, 2019 Jul 25, 2019
Violich Capital Management 28,404 $5,234k Jun 30, 2019 Jul 22, 2019
Asset Advisors Investment Management LLC 27,487 $5,065k Jun 30, 2019 Jul 25, 2019
Convergence Investment Partners LLC 27,076 $4,990k Jun 30, 2019 Jul 23, 2019
Marshwinds Advisory Company 25,441 $4,953k Dec 31, 2018 Jan 7, 2019
Horizon Investments LLC 26,834 $4,945k Jun 30, 2019 Aug 14, 2019
Affinity Investment Advisors LLC 26,762 $4,932k Jun 30, 2019 Aug 8, 2019
Malaga COVE Capital LLC 26,556 $4,894k Jun 30, 2019 Aug 14, 2019
United Asset Strategies Inc 26,381 $4,861k Jun 30, 2019 Jul 31, 2019
Exchange Capital Management Inc 26,355 $4,857k Jun 30, 2019 Jul 22, 2019
Carnick & Kubik Group LLC 26,327 $4,852k Jun 30, 2019 Jul 30, 2019
Wespac Advisors Socal LLC 26,269 $4,840k Jun 30, 2019 Jul 30, 2019
Hamilton Point Investment Advisors LLC 26,079 $4,806k Jun 30, 2019 Jul 18, 2019
Winslow Asset Management Inc 26,075 $4,805k Jun 30, 2019 Jul 29, 2019
Benedict Financial Advisors Inc 26,015 $4,794k Jun 30, 2019 Aug 1, 2019
Mcguire Investment Group LLC 25,878 $4,769k Jun 30, 2019 Jul 25, 2019
Ipswich Investment Management Company Inc 25,834 $4,761k Jun 30, 2019 Jul 11, 2019
SNOW Capital Management LP 25,712 $4,738k Jun 30, 2019 Aug 13, 2019
Modera Wealth Management LLC 25,665 $4,730k Jun 30, 2019 Aug 7, 2019
Cambridge Advisors Inc 25,556 $4,710k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 25,556 $4,710k Jun 30, 2019 Jul 26, 2019
Buckley Wealth Management LLC 25,225 $4,648k Jun 30, 2019 Jul 19, 2019
VOYA Financial Advisors Inc 24,987 $4,598k Jun 30, 2019 Aug 14, 2019
Burleson & Company LLC 24,538 $4,564k Jun 30, 2019 Aug 5, 2019
Cambria Investment Management LP 24,497 $4,514k Jun 30, 2019 Aug 12, 2019
Appleton Partners Inc 24,396 $4,496k Jun 30, 2019 Jul 25, 2019
Veritable LP 24,286 $4,475k Jun 30, 2019 Aug 12, 2019
Vision Capital Management Inc 23,942 $4,412k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 23,942 $4,412k Jun 30, 2019 Jul 29, 2019
Argus Investors' Counsel Inc 23,933 $4,410k Jun 30, 2019 Jul 10, 2019
Johnson Investment Counsel Inc 23,575 $4,344k Jun 30, 2019 Aug 14, 2019
The Leuthold Group LLC 23,354 $4,304k Jun 30, 2019 Aug 14, 2019
SVA Plumb Wealth Management LLC 23,302 $4,294k Jun 30, 2019 Aug 13, 2019
Cadence Capital Management LLC 23,143 $4,265k Jun 30, 2019 Aug 12, 2019
North Star Investment Management Corporation 23,108 $4,258k Jun 30, 2019 Jul 15, 2019
Palouse Capital Management Inc 22,708 $4,185k Jun 30, 2019 Aug 6, 2019
Woodley Farra Manion Portfolio Management Inc 22,612 $4,167k Jun 30, 2019 Aug 12, 2019
EQIS Capital Management Inc 21,997 $4,054k Jun 30, 2019 Jul 18, 2019
Thompson Investment Management Inc 21,897 $4,035k Jun 30, 2019 Aug 7, 2019
Dodge & COX 21,622 $3,985k Jun 30, 2019 Aug 13, 2019
Lincoln Capital LLC 21,483 $3,959k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 21,483 $3,959k Jun 30, 2019 Jul 12, 2019
Spearhead Capital Advisors LLC 21,477 $3,958k Jun 30, 2019 Jul 17, 2019
JGP Wealth Management LLC 21,321 $3,929k Jun 30, 2019 Jul 15, 2019
Navellier & Associates Inc 20,993 $3,869k Jun 30, 2019 Jul 17, 2019
CWA Asset Management Group LLC 20,931 $3,857k Jun 30, 2019 Aug 13, 2019
Chelsea Counsel Company 20,544 $3,792k Jun 30, 2018 Oct 3, 2018
Aureus Asset Management LLC 20,153 $3,714k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 20,130 $3,704k Jun 30, 2019 Aug 9, 2019
Gabalex Capital Management LLC 20,000 $3,686k Jun 30, 2019 Aug 1, 2019
Choate Investment Advisors LLC 19,773 $3,644k Jun 30, 2019 Aug 14, 2019
BRAY Capital Advisors LLC 19,676 $3,626k Jun 30, 2019 Jul 29, 2019
Telemus Capital LLC 19,841 $3,601k Jun 30, 2019 Aug 9, 2019
Saratoga Research & Investment Management 19,112 $3,522k Jun 30, 2019 Jul 24, 2019
Keystone Financial Planning Inc 18,932 $3,489k Jun 30, 2019 Aug 5, 2019
Arjuna Capital LLC 18,648 $3,436k Jun 30, 2019 Aug 21, 2019
Meritage Portfolio Management Inc 18,478 $3,405k Jun 30, 2019 Jul 30, 2019
Portland Global Advisors LLC 18,192 $3,352k Jun 30, 2019 Jul 26, 2019
Guardian Investment Management LLC 18,113 $3,338k Jun 30, 2019 Aug 16, 2019
10-15 Associates Inc 18,062 $3,329k Jun 30, 2019 Aug 12, 2019
1919 Investment Counsel LLC 23,399 $3,287k Sep 30, 2014 Nov 14, 2014
Institute FOR Wealth Management LLC 17,804 $3,281k Jun 30, 2019 Aug 2, 2019
DEAN Investment Associates LLC 17,640 $3,251k Jun 30, 2019 Aug 14, 2019
Brookmont Capital Management LLC 17,490 $3,223k Jun 30, 2019 Jul 18, 2019
Telos Capital Management Inc 17,468 $3,219k Jun 30, 2019 Jul 19, 2019
Monetary Management Group Inc 17,193 $3,168k Jun 30, 2019 Aug 13, 2019
Advisor Partners LLC 17,110 $3,153k Jun 30, 2019 Jul 26, 2019
Marietta Wealth Management LLC 16,918 $3,118k Jun 30, 2019 Aug 14, 2019
Hammer Asset Management LLC 16,616 $3,062k Jun 30, 2019 Aug 6, 2019
Loudon Investment Management LLC 16,385 $3,019k Jun 30, 2019 Aug 13, 2019
USCA RIA LLC 16,272 $2,999k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 15,647 $2,883k Jun 30, 2019 Jul 10, 2019
Everence Capital Management Inc 15,637 $2,882k Jun 30, 2019 Aug 2, 2019
GLG Partners LP 16,500 $2,869k Dec 31, 2017 Feb 14, 2018
Seabridge Investment Advisors LLC 15,373 $2,833k Jun 30, 2019 Jul 18, 2019
Stillwater Investment Management LLC 15,157 $2,793k Jun 30, 2019 Jul 3, 2019
Founders Capital Management LLC 15,126 $2,787k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 15,126 $2,787k Jun 30, 2019 Jul 11, 2019
Arlington Financial Advisors LLC 14,996 $2,763k Jun 30, 2019 Aug 5, 2019
Benson Investment Management Company Inc 14,845 $2,736k Jun 30, 2019 Jul 11, 2019
Wealth Advisors of Tampa BAY LLC 14,619 $2,694k Jun 30, 2019 Jul 23, 2019
AULL & Monroe Investment Management Corp 14,480 $2,669k Jun 30, 2019 Jul 29, 2019
Bowling Portfolio Management LLC 14,209 $2,618k Jun 30, 2019 Jul 25, 2019
Traynor Capital Management Inc 13,632 $2,540k Jun 30, 2019 Jul 26, 2019
Brookstone Capital Management LLC 13,712 $2,527k Jun 30, 2019 Jul 25, 2019
Lejeune Puetz Investment Counsel 13,715 $2,527k Jun 30, 2019 Jul 29, 2019
Dumont & Blake Investment Advisors LLC 13,577 $2,502k Jun 30, 2019 Aug 1, 2019
Payden & Rygel 13,330 $2,456k Jun 30, 2019 Aug 6, 2019
Steinberg Global Asset Management Ltd 12,850 $2,441k Mar 31, 2019 Apr 24, 2019
Brave Asset Management Inc 13,242 $2,440k Jun 30, 2019 Aug 5, 2019
FORT LP 12,728 $2,346k Jun 30, 2019 Aug 13, 2019
Altman Advisors Inc 12,709 $2,342k Jun 30, 2019 Jul 12, 2019
Stokes Capital Advisors LLC 12,611 $2,324k Jun 30, 2019 Jul 15, 2019
Global Financial Private Capital LLC 12,496 $2,303k Jun 30, 2019 Aug 14, 2019
NTV Asset Management LLC 12,319 $2,270k Jun 30, 2019 Jul 29, 2019
Buckingham Asset Management LLC 12,180 $2,244k Jun 30, 2019 Aug 5, 2019
Torray LLC 12,002 $2,212k Jun 30, 2019 Aug 8, 2019
TDAM USA Inc 11,663 $2,149k Jun 30, 2019 Aug 1, 2019
Wendell David Associates Inc 11,563 $2,131k Jun 30, 2019 Jul 16, 2019
Provise Management Group LLC 11,473 $2,114k Jun 30, 2019 Aug 9, 2019
Triangle Securities Wealth Management 11,502 $2,096k Jun 30, 2019 Jul 10, 2019
Hartline Investment Corp 11,331 $2,088k Jun 30, 2019 Aug 8, 2019
Family Legacy Inc 11,253 $2,074k Jun 30, 2019 Jul 25, 2019
ETF Managers Group LLC 11,235 $2,067k Jun 30, 2019 Aug 14, 2019
Tiedemann Advisors LLC 11,194 $2,063k Jun 30, 2019 Aug 13, 2019
Omnistar Financial Group Inc 11,118 $2,049k Jun 30, 2019 Jul 30, 2019
Moloney Securities Asset Management LLC 10,918 $2,012k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 11,657 $2,008k Jun 30, 2017 Aug 15, 2017
Butensky & Cohen Financial Security Inc 10,890 $2,007k Jun 30, 2019 Jul 12, 2019
West Oak Capital LLC 10,817 $1,993k Jun 30, 2019 Jul 12, 2019
Meridian Wealth Management LLC 1,073 $1,978k Jun 30, 2019 Jul 19, 2019
Wilmington Trust Investment Management LLC 16,630 $1,968k Jun 30, 2014 Aug 13, 2014
Boston Family Office LLC 10,616 $1,956k Jun 30, 2019 Jul 30, 2019
GHP Investment Advisors Inc 10,509 $1,937k Jun 30, 2019 Aug 2, 2019
Northstar Wealth Partners LLC 10,481 $1,931k Jun 30, 2019 Aug 15, 2019
Kingfisher Capital LLC 10,334 $1,904k Jun 30, 2019 Aug 14, 2019
Boston Common Asset Management LLC 10,319 $1,902k Jun 30, 2019 Jul 26, 2019
Cornell Pochily Investment Advisors Inc 10,299 $1,898k Jun 30, 2019 Jul 22, 2019
Motley FOOL Asset Management LLC 10,197 $1,879k Jun 30, 2019 Aug 14, 2019
Sanders Morris Harris LLC 10,000 $1,855k Jun 30, 2019 Jul 10, 2019
Clearstead Advisors LLC 10,061 $1,854k Jun 30, 2019 Aug 8, 2019
ZEKE Capital Advisors LLC 10,028 $1,848k Jun 30, 2019 Jul 24, 2019
Viking Fund Management LLC 10,000 $1,843k Jun 30, 2019 Jul 16, 2019
Spinnaker Investment Group LLC 9,983 $1,839k Jun 30, 2019 Jul 11, 2019
Annex Advisory Services LLC 9,946 $1,833k Jun 30, 2019 Jul 18, 2019
Murphy Capital Management Inc 9,949 $1,833k Jun 30, 2019 Jul 22, 2019
Capital Bank and Trust Company 9,911 $1,826k Jun 30, 2019 Aug 14, 2019
Systematic Financial Management LP 9,903 $1,825k Jun 30, 2019 Jul 26, 2019
New England Research & Management Inc 9,762 $1,799k Jun 30, 2019 Jul 9, 2019
FFCM LLC 9,656 $1,779k Jun 30, 2019 Jul 30, 2019
Mitchell Capital Management Co 9,577 $1,765k Jun 30, 2019 Jul 24, 2019
Bell & Brown Wealth Advisors LLC 9,498 $1,750k Jun 30, 2019 Aug 6, 2019
GWM Advisors LLC 9,486 $1,748k Jun 30, 2019 Aug 5, 2019
Hamel Associates Inc 9,475 $1,746k Jun 30, 2019 Aug 5, 2019
Bank of Hawaii 9,240 $1,703k Jun 30, 2019 Aug 15, 2019
Pathstone Family Office LLC 9,228 $1,701k Jun 30, 2019 Aug 14, 2019
Shoker Investment Counsel Inc 9,134 $1,683k Jun 30, 2019 Aug 9, 2019
Lyell Wealth Management LP 9,076 $1,673k Jun 30, 2019 Aug 1, 2019
Whitener Capital Management Inc 8,982 $1,655k Jun 30, 2019 Aug 2, 2019
Bridgecreek Investment Management LLC 8,950 $1,649k Jun 30, 2019 Aug 14, 2019
Bailard Inc 8,909 $1,642k Jun 30, 2019 Jul 26, 2019
PFG Advisors LLC 9,301 $1,631k Jun 30, 2019 Aug 5, 2019
Advisors Capital Management LLC 8,780 $1,618k Jun 30, 2019 Aug 15, 2019
Mairs and Power Inc 8,780 $1,618k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 11,657 $1,612k Sep 30, 2015 Nov 16, 2015
LESA Sroufe & Company Inc 8,490 $1,565k Jun 30, 2019 Jul 29, 2019
Mengis Capital Management Inc 8,456 $1,558k Jun 30, 2019 Jul 18, 2019
Texas Yale Capital Corp 8,401 $1,548k Jun 30, 2019 Jul 24, 2019
Advanced Asset Management Advisors Inc 8,400 $1,548k Jun 30, 2019 Aug 2, 2019
Access Financial Services Inc 8,358 $1,540k Jun 30, 2019 Jul 24, 2019
Cleararc Capital Inc 8,301 $1,530k Jun 30, 2019 Aug 7, 2019
Abbrea Capital LLC 8,254 $1,521k Jun 30, 2019 Jul 31, 2019
Meridian Investment Counsel Inc 8,158 $1,503k Jun 30, 2019 Aug 13, 2019
Rodgers Brothers Inc 8,079 $1,489k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 8,034 $1,480k Jun 30, 2019 Aug 7, 2019
Brandes Investment Partners LP 8,012 $1,476k Jun 30, 2019 Aug 13, 2019
Green Square Capital LLC 7,991 $1,473k Jun 30, 2019 Aug 14, 2019
Woodstock Corporation 7,945 $1,464k Jun 30, 2019 Jul 3, 2019
Birinyi Associates Inc 7,927 $1,461k Jun 30, 2019 Aug 5, 2019
AJO LP 7,897 $1,455k Jun 30, 2019 Aug 14, 2019
CPWM LLC 7,843 $1,445k Jun 30, 2019 Aug 2, 2019
SNS Financial Group LLC 7,819 $1,441k Jun 30, 2019 Jul 26, 2019
Azimuth Capital Management LLC 7,808 $1,439k Jun 30, 2019 Aug 13, 2019
KMS Financial Services Inc 10,201 $1,433k Sep 30, 2014 Nov 17, 2014
Sequoia Financial Advisors LLC 7,725 $1,423k Jun 30, 2019 Jul 31, 2019
Granite Investment Partners LLC 7,625 $1,405k Jun 30, 2019 Aug 7, 2019
Ascension Asset Management LLC 7,625 $1,405k Jun 30, 2019 Jul 23, 2019
Granite Financial Partners LLC 7,625 $1,405k Jun 30, 2019 Aug 7, 2019
Blue FIN Capital Inc 7,612 $1,402k Jun 30, 2019 Jul 22, 2019
Quantum Capital Management LLC 7,245 $1,335k Jun 30, 2019 Aug 14, 2019
Cadinha & Co LLC 7,240 $1,334k Jun 30, 2019 Aug 9, 2019
Crawford Investment Counsel Inc 7,202 $1,327k Jun 30, 2019 Aug 12, 2019
Private Counsel Group Ltd 7,421 $1,317k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 7,421 $1,317k Jun 30, 2019 Jul 29, 2019
Gilman Hill Asset Management LLC 7,082 $1,305k Jun 30, 2019 Jul 17, 2019
Oarsman Capital Inc 7,060 $1,301k Jun 30, 2019 Aug 13, 2019
Campbell Newman Asset Management Inc 7,000 $1,290k Jun 30, 2019 Jul 24, 2019
ST Johns Investment Management Company LLC 6,933 $1,278k Jun 30, 2019 Jul 24, 2019
Cypress Wealth Services LLC 6,849 $1,262k Jun 30, 2019 Jul 24, 2019
Congress Park Capital LLC 7,200 $1,262k Jun 30, 2019 Aug 2, 2019
Ropes Wealth Advisors LLC 6,844 $1,261k Jun 30, 2019 Jul 31, 2019
DUFF & Phelps Investment Management Co 6,815 $1,256k Jun 30, 2019 Aug 2, 2019
West Chester Capital Advisors Inc 6,772 $1,245k Jun 30, 2019 Jul 30, 2019
Level Four Advisory Services LLC 6,687 $1,232k Jun 30, 2019 Aug 14, 2019
Krueger & Catalano Capital Partners LLC 6,591 $1,215k Jun 30, 2019 Jul 22, 2019
Mission Wealth Management LP 6,553 $1,208k Jun 30, 2019 Aug 9, 2019
BOYS Arnold & Company Inc 6,499 $1,198k Jun 30, 2019 Aug 1, 2019
ALL Terrain Financial Advisors LLC 6,494 $1,197k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 6,440 $1,187k Jun 30, 2019 Aug 7, 2019
Altfest L J & Co Inc 6,435 $1,186k Jun 30, 2019 Jul 15, 2019
The Caprock Group Inc 6,427 $1,184k Jun 30, 2019 Jul 23, 2019
Intersect Capital LLC 6,423 $1,184k Jun 30, 2019 Aug 9, 2019
Aldebaran Financial Inc 6,412 $1,182k Jun 30, 2019 Aug 14, 2019
Checchi Capital Advisers LLC 6,397 $1,179k Jun 30, 2019 Aug 6, 2019
Clear Harbor Asset Management LLC 6,336 $1,168k Jun 30, 2019 Jul 22, 2019
Pettee Investors Inc 6,273 $1,156k Jun 30, 2019 Aug 7, 2019
Excalibur Management Corp 6,270 $1,155k Jun 30, 2019 Jul 26, 2019
FRED Alger Management Inc 6,263 $1,154k Jun 30, 2019 Aug 14, 2019
Breiter Capital Management Inc 6,244 $1,151k Jun 30, 2019 Aug 23, 2019
Logan Capital Management Inc 6,236 $1,149k Jun 30, 2019 Jul 24, 2019
Blackhawk Capital Partners LLC 6,236 $1,149k Jun 30, 2019 Aug 13, 2019
Brown Advisory Securities LLC 6,209 $1,146k Jun 30, 2019 Aug 12, 2019
Fluent Financial LLC 6,159 $1,135k Jun 30, 2019 Jul 29, 2019
Howard Capital Management Inc 6,144 $1,132k Jun 30, 2019 Jul 24, 2019
Auxier Asset Management LLC 6,108 $1,126k Jun 30, 2019 Aug 15, 2019
IHT Wealth Management LLC 6,086 $1,122k Jun 30, 2019 Aug 12, 2019
Wealthplan Partners Inc 5,394 $1,112k Jun 30, 2019 Aug 19, 2019
HCR Wealth Advisors 6,000 $1,105k Jun 30, 2019 Jul 25, 2019
The Renaissance Group LLC 5,958 $1,098k Jun 30, 2019 Aug 13, 2019
Renaissance Investment Group LLC 5,958 $1,098k Jun 30, 2019 Aug 13, 2019
RFG Advisory LLC 5,925 $1,095k Jun 30, 2019 Aug 23, 2019
Clear Perspective Advisors LLC 5,929 $1,093k Jun 30, 2019 Aug 12, 2019
Altavista Wealth Management Inc 5,836 $1,075k Jun 30, 2019 Aug 13, 2019
Carret Asset Management LLC 5,825 $1,073k Jun 30, 2019 Aug 12, 2019
Patton Albertson Miller Group LLC 5,406 $1,061k Jun 30, 2019 Aug 12, 2019
Private Advisors LLC 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Dedora Capital Inc 5,698 $1,050k Jun 30, 2019 Aug 8, 2019
Daiwa SB Investments Ltd 5,450 $1,035k Mar 31, 2019 Apr 18, 2019
Profit Investment Management LLC 5,614 $1,035k Jun 30, 2019 Jul 16, 2019
MRAZ Amerine & Associates Inc 5,488 $1,011k Jun 30, 2019 Aug 2, 2019
New Potomac Partners LLC 5,465 $1,007k Jun 30, 2019 Jul 26, 2019
Ativo Capital Management LLC 5,418 $998k Jun 30, 2019 Aug 14, 2019
BECK MACK & Oliver LLC 5,400 $995k Jun 30, 2019 Aug 13, 2019
Secrest Blakey & Associates LLC 5,364 $989k Jun 30, 2019 Aug 13, 2019
Altium Wealth Management LLC 5,281 $973k Jun 30, 2019 Jul 18, 2019
Founders Financial Securities LLC 5,251 $968k Jun 30, 2019 Jul 22, 2019
Savant Capital LLC 5,205 $959k Jun 30, 2019 Aug 6, 2019
Huber Financial Advisors LLC 5,180 $955k Jun 30, 2019 Aug 5, 2019
Folger Nolan Fleming Douglas Capital Management Inc 5,176 $954k Jun 30, 2019 Aug 9, 2019
Motley FOOL Wealth Management LLC 5,159 $951k Jun 30, 2019 Aug 14, 2019
Wellesley Investment Partners LLC 5,137 $946k Jun 30, 2019 Aug 5, 2019
Sunbelt Securities Inc 5,091 $938k Jun 30, 2019 Aug 1, 2019
Stanley-Laman Group Ltd 5,037 $928k Jun 30, 2019 Aug 1, 2019
Princeton Capital Management LLC 5,023 $926k Jun 30, 2019 Aug 12, 2019
Alphastar Capital Management LLC 5,013 $924k Jun 30, 2019 Aug 14, 2019
DF DENT and Company Inc 5,006 $923k Jun 30, 2019 Aug 15, 2019
Hussman Strategic Advisors Inc 5,000 $921k Jun 30, 2019 Jul 31, 2019
West Branch Capital LLC 4,992 $920k Jun 30, 2019 Aug 5, 2019
FORT Point Capital Partners LLC 4,965 $915k Jun 30, 2019 Aug 9, 2019
Mitchell Mcleod PUGH & Williams Inc 4,956 $913k Jun 30, 2019 Jul 9, 2019
AFT Forsyth and Company Inc 4,935 $909k Jun 30, 2019 Jul 29, 2019
Bourne LENT Asset Management Inc 4,887 $901k Jun 30, 2019 Jul 29, 2019
Grace Capital 4,869 $897k Jun 30, 2019 Aug 14, 2019
Mcmahon Financial Advisors LLC 4,825 $889k Jun 30, 2019 Aug 6, 2019
Bruderman Asset Management LLC 4,772 $879k Jun 30, 2019 Aug 12, 2019
American Research & Management Company 4,764 $878k Jun 30, 2019 Jul 18, 2019
Horizon Asset Management LLC 4,731 $872k Jun 30, 2019 Aug 14, 2019
Sheets Smith Wealth Management 4,733 $872k Jun 30, 2019 Jul 12, 2019
Alexandria Capital LLC 4,660 $859k Jun 30, 2019 Aug 12, 2019
Johanson Financial Advisors Inc 4,619 $851k Jun 30, 2019 Jul 29, 2019
The Mathes Company Inc 4,570 $842k Jun 30, 2019 Jul 29, 2019
Duncker Streett & Co LLC 4,532 $835k Jun 30, 2019 Jul 24, 2019
Pictet North America Advisors SA 4,528 $834k Jun 30, 2019 Aug 7, 2019
Wealth Alliance Advisory Group LLC 4,726 $832k Jun 30, 2019 Jul 17, 2019
Miles Capital Inc 4,509 $831k Jun 30, 2019 Aug 13, 2019
NWAM LLC 4,413 $813k Jun 30, 2019 Jul 18, 2019
WP Advisors LLC 4,405 $812k Jun 30, 2019 Jul 23, 2019
Prospera Financial Services Inc 4,369 $809k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 4,379 $807k Jun 30, 2019 Jul 15, 2019
Taurus Asset Management LLC 4,332 $798k Jun 30, 2019 Aug 14, 2019
Harfst and Associates Inc 4,323 $796k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 4,285 $790k Jun 30, 2019 Jul 29, 2019
Wellington Shields & Co LLC 4,215 $777k Jun 30, 2019 Aug 8, 2019
Wilkins Investment Counsel Inc 4,000 $737k Jun 30, 2019 Aug 9, 2019
Osborne Partners Capital Management LLC 4,000 $737k Jun 30, 2019 Jul 18, 2019
Cohen Capital Management Inc 3,989 $735k Jun 30, 2019 Aug 7, 2019
Wright Investors Service Inc 3,928 $724k Jun 30, 2019 Aug 1, 2019
Signature Estate & Investment Advisors LLC 3,888 $716k Jun 30, 2019 Aug 1, 2019
Anchor Capital Advisors LLC 3,885 $716k Jun 30, 2019 Aug 1, 2019
Court Place Advisors LLC 3,870 $713k Jun 30, 2019 Jul 30, 2019
Bourgeon Capital Management LLC 3,844 $708k Jun 30, 2019 Jul 18, 2019
Waters Parkerson & Co LLC 3,838 $707k Jun 30, 2019 Aug 6, 2019
Spectrum Management Group Inc 3,771 $695k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 3,771 $695k Jun 30, 2019 Aug 2, 2019
Stearns Financial Services Group Inc 3,729 $687k Jun 30, 2019 Aug 14, 2019
Diligent Investors LLC 3,707 $683k Jun 30, 2019 Aug 1, 2019
Security Asset Management Inc 3,701 $682k Jun 30, 2019 Aug 6, 2019
BKD Wealth Advisors LLC 3,673 $677k Jun 30, 2019 Jul 10, 2019
Camelot Portfolios LLC 3,665 $675k Jun 30, 2019 Jul 19, 2019
van Hulzen Asset Management LLC 3,660 $674k Jun 30, 2019 Aug 8, 2019
Independence Advisors LLC 3,587 $661k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 3,587 $661k Jun 30, 2019 Aug 12, 2019
Providence Wealth Advisors LLC 3,574 $659k Jun 30, 2019 Jul 22, 2019
First National Corporation 3,575 $659k Jun 30, 2019 Jul 22, 2019
Cfo4Life Group LLC 3,555 $655k Jun 30, 2019 Jul 29, 2019
Evergreen Capital Management LLC 3,517 $648k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 3,513 $647k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 3,505 $646k Jun 30, 2019 Aug 6, 2019
Heritage Financial LLC 3,444 $635k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 3,444 $635k Jun 30, 2019 Aug 13, 2019
First Foundation Advisors 3,409 $628k Jun 30, 2019 Aug 14, 2019
E & G Advisors LP 3,400 $627k Jun 30, 2019 Jul 12, 2019
Wealthtrust Axiom LLC 3,380 $622k Jun 30, 2019 Aug 7, 2019
Joel Isaacson & Co LLC 3,340 $615k Jun 30, 2019 Jul 11, 2019
180 Wealth Advisors LLC 3,291 $612k Jun 30, 2019 Aug 5, 2019
Shamrock Asset Management LLC 3,284 $605k Jun 30, 2019 Aug 9, 2019
Argent Capital Management LLC 3,260 $601k Jun 30, 2019 Aug 15, 2019
First Heartland Consultants Inc 3,254 $600k Jun 30, 2019 Aug 12, 2019
Vista Investment Management LLC 3,231 $595k Jun 30, 2019 Aug 14, 2019
CI Global Investments Inc 2,869 $595k Sep 30, 2018 Nov 9, 2018
Cypress Capital Management LLC 3,211 $592k Jun 30, 2019 Aug 5, 2019
Hallmark Capital Management Inc 3,209 $591k Jun 30, 2019 Aug 8, 2019
TLWM LLC 3,197 $591k Jun 30, 2019 Jul 12, 2019
Rossmore Private Capital LLC 3,195 $589k Jun 30, 2019 Aug 5, 2019
Armbruster Capital Management Inc 3,180 $586k Jun 30, 2019 Jul 18, 2019
Aspiriant LLC 3,184 $585k Jun 30, 2019 Aug 6, 2019
Hoylecohen LLC 3,153 $581k Jun 30, 2019 Aug 9, 2019
Legacy Financial Advisors Inc 3,141 $579k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 3,141 $579k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Corporation 3,141 $579k Jun 30, 2019 Jul 15, 2019
Dillon & Associates Inc 3,139 $578k Jun 30, 2019 Jul 22, 2019
The WEIL Company 3,122 $575k Jun 30, 2019 Aug 12, 2019
Dearborn Partners LLC 3,109 $573k Jun 30, 2019 Jul 29, 2019
Gillespie Robinson & Grimm Inc 3,025 $557k Jun 30, 2019 Jul 22, 2019
Elite Wealth Management Inc 3,000 $553k Jun 30, 2019 Jul 18, 2019
Family Management Corporation 3,002 $553k Jun 30, 2019 Aug 14, 2019
Lakeview Capital Partners LLC 3,002 $553k Jun 30, 2019 Aug 5, 2019
Wheatland Advisors Inc 2,975 $548k Jun 30, 2019 Aug 7, 2019
Northwest Investment Counselors LLC 2,956 $545k Jun 30, 2019 Jul 25, 2019
Northside Capital Management LLC 2,946 $543k Jun 30, 2019 Jul 16, 2019
The Genwealth Group Inc 2,910 $543k Jun 30, 2019 Jul 10, 2019
LVW Advisors LLC 2,938 $541k Jun 30, 2019 Aug 14, 2019
HIGH Falls Advisors Inc 2,937 $541k Jun 30, 2019 Aug 15, 2019
American Trust Investment Advisors LLC 2,913 $537k Jun 30, 2019 Aug 12, 2019
Darrell & King LLC 2,916 $537k Jun 30, 2019 Aug 15, 2019
American Financial Advisors LLC 2,913 $537k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 2,913 $537k Jun 30, 2019 Aug 12, 2019
Columbus Macro LLC 2,881 $531k Jun 30, 2019 Jul 16, 2019
DEAN Capital Management LLC 2,873 $529k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 2,873 $529k Jun 30, 2019 Aug 12, 2019
ZWJ Investment Counsel Inc 2,854 $526k Jun 30, 2019 Jul 24, 2019
East Coast Asset Management LLC 2,852 $526k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 2,813 $518k Jun 30, 2019 Aug 2, 2019
Highvista Strategies LLC 2,800 $516k Jun 30, 2019 Aug 14, 2019
Greatmark Investment Partners Inc 2,773 $511k Jun 30, 2019 Aug 5, 2019
Nelson Roberts Investment Advisors LLC 2,721 $501k Jun 30, 2019 Jul 25, 2019
Schafer Cullen Capital Management Inc 2,860 $500k Jun 30, 2019 Jul 30, 2019
Perritt Capital Management Inc 2,698 $497k Jun 30, 2019 Aug 13, 2019
Curbstone Financial Management Corporation 2,690 $496k Jun 30, 2019 Jul 9, 2019
Vontobel Swiss Wealth Advisors AG 2,687 $495k Jun 30, 2019 Aug 12, 2019
Cottage Street Advisors LLC 2,654 $489k Jun 30, 2019 Aug 2, 2019
Jackson Grant Investment Advisers Inc 2,574 $474k Jun 30, 2019 Aug 13, 2019
F3Logic LLC 2,547 $472k Jun 30, 2019 Aug 2, 2019
Beech Hill Advisors Inc 2,558 $471k Jun 30, 2019 Jul 15, 2019
Pillar Pacific Capital Management LLC 2,555 $471k Jun 30, 2019 Aug 7, 2019
Neuberger Berman Breton Hill ULC 2,500 $466k Sep 30, 2017 Nov 3, 2017
Marble Harbor Investment Counsel LLC 2,528 $466k Jun 30, 2019 Aug 7, 2019
Shepherd Kaplan Krochuk LLC 2,476 $456k Jun 30, 2019 Aug 12, 2019
SOL Capital Management Co 2,430 $448k Jun 30, 2019 Jul 17, 2019
The Northstar Group Inc 2,415 $445k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 2,415 $445k Jun 30, 2019 Jul 12, 2019
Benin Management Corp 2,385 $440k Jun 30, 2019 Jul 31, 2019
Palladium Partners LLC 2,375 $438k Jun 30, 2019 Aug 7, 2019
Zevenbergen Capital Investments LLC 2,360 $435k Jun 30, 2019 Aug 13, 2019
Apriem Advisors 2,359 $435k Jun 30, 2019 Aug 14, 2019
Summit Wealth Advisors Inc 2,342 $432k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 2,342 $432k Jun 30, 2019 Jul 16, 2019
BSW Wealth Partners LLC 2,327 $429k Jun 30, 2019 Aug 13, 2019
Obermeyer WOOD Investment Counsel LLLP 2,300 $424k Jun 30, 2019 Aug 13, 2019
Midwest Professional Planners Ltd 2,256 $416k Jun 30, 2019 Aug 12, 2019
Wells Trecaso Financial Group LLC 2,239 $413k Jun 30, 2019 Jul 22, 2019
Mckinley Carter Wealth Services Inc 2,201 $406k Jun 30, 2019 Aug 2, 2019
BHK Investment Advisors LLC 2,197 $405k Jun 30, 2019 Aug 2, 2019
Quest Investment Management LLC 2,192 $404k Jun 30, 2019 Aug 13, 2019
Ifrah Financial Services Inc 2,171 $400k Jun 30, 2019 Aug 6, 2019
SSI Investment Management Inc 2,142 $397k Jun 30, 2019 Aug 12, 2019
Janney Capital Management LLC 2,133 $393k Jun 30, 2019 Jul 29, 2019
Evermay Wealth Management LLC 2,100 $387k Jun 30, 2019 Jul 23, 2019
Evanson Asset Management LLC 2,092 $386k Jun 30, 2019 Jul 11, 2019
Weiss Asset Management LP 2,086 $384k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 2,051 $378k Jun 30, 2019 Aug 21, 2019
Miracle MILE Advisors LLC 2,028 $374k Jun 30, 2019 Aug 7, 2019
Symphony Asset Management LLC 2,013 $371k Jun 30, 2019 Aug 14, 2019
Stewart & Patten Co LLC 2,000 $369k Jun 30, 2019 Jul 17, 2019
Plancorp LLC 1,978 $364k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 1,972 $363k Jun 30, 2019 Jul 19, 2019
Birch Hill Investment Advisors LLC 1,963 $362k Jun 30, 2019 Jul 22, 2019
ALTA Capital Management LLC 1,962 $361k Jun 30, 2019 Jul 26, 2019
Connecticut Wealth Management LLC 1,946 $359k Jun 30, 2019 Jul 29, 2019
Eagle Ridge Investment Management LLC 1,948 $359k Jun 30, 2019 Aug 1, 2019
Kaizen Advisory LLC 1,837 $358k Dec 31, 2018 Feb 15, 2019
Howland Capital Management LLC 1,915 $353k Jun 30, 2019 Jul 17, 2019
Woodmont Investment Counsel LLC 1,912 $352k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 1,900 $350k Jun 30, 2019 Aug 2, 2019
CCM Investment Advisers LLC 1,885 $347k Jun 30, 2019 Aug 5, 2019
Weybosset Research & Management LLC 1,875 $346k Jun 30, 2019 Jul 22, 2019
SFMG LLC 1,959 $343k Jun 30, 2019 Aug 5, 2019
Goelzer Investment Management Inc 1,858 $342k Jun 30, 2019 Jul 29, 2019
Cornerstone Advisory LLC 1,853 $342k Jun 30, 2019 Aug 8, 2019
Accredited Investors Inc 1,838 $339k Jun 30, 2019 Aug 13, 2019
B Riley Wealth Management Inc 1,832 $338k Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 1,824 $336k Jun 30, 2019 Aug 14, 2019
LLBH Private Wealth Management LLC 1,811 $334k Jun 30, 2019 Aug 13, 2019
Regent Investment Management LLC 1,800 $332k Jun 30, 2019 Jul 15, 2019
Vivaldi Capital Management LLC 1,786 $329k Jun 30, 2019 Aug 14, 2019
ORCA Investment Management LLC 1,782 $328k Jun 30, 2019 Jul 17, 2019
Tokio Marine Asset Management USA Ltd 1,773 $327k Jun 30, 2019 Jul 25, 2019
BTR Capital Management Inc 1,772 $327k Jun 30, 2019 Jul 18, 2019
Calton & Associates Inc 1,770 $326k Jun 30, 2019 Jul 9, 2019
Crescent Grove Advisors LLC 1,767 $326k Jun 30, 2019 Aug 6, 2019
Ancora Family Wealth Advisors LLC 1,937 $323k Sep 30, 2016 Nov 4, 2016
Fenimore Asset Management Inc 1,737 $320k Jun 30, 2019 Jul 16, 2019
Homrich & BERG Inc 1,730 $319k Jun 30, 2019 Aug 5, 2019
Ridgewood Investments LLC 1,726 $318k Jun 30, 2019 Jul 12, 2019
The Fiduciary Group LLC 1,723 $318k Jun 30, 2019 Aug 14, 2019
Brightworth LLC 1,716 $316k Jun 30, 2019 Jul 31, 2019
Arlington Partners LLC 1,715 $316k Jun 30, 2019 Jul 10, 2019
Santori & Peters Inc 1,706 $314k Jun 30, 2019 Jul 30, 2019
Rothschild & Co Asset Management US Inc 1,700 $313k Jun 30, 2019 Jul 25, 2019
Successful Portfolios LLC 1,694 $312k Jun 30, 2019 Jul 11, 2019
UNIO Capital LLC 1,671 $311k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 1,690 $311k Jun 30, 2019 Jul 31, 2019
IMS Capital Management Inc 1,682 $310k Jun 30, 2019 Aug 14, 2019
Doliver Capital Advisors LP 1,672 $308k Jun 30, 2019 Jul 25, 2019
Accuvest Global Advisors 1,643 $303k Jun 30, 2019 Jul 17, 2019
Cetera Investment Advisers LLC 1,633 $302k Jun 30, 2019 Aug 12, 2019
Glacier Peak Capital LLC 1,626 $300k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 1,620 $299k Jun 30, 2019 Jul 24, 2019
First Western Capital Management Company 1,590 $293k Jun 30, 2019 Aug 14, 2019
Oberweis Asset Management Inc 1,582 $292k Jun 30, 2019 Aug 14, 2019
Kelman Lazarov Inc 1,557 $287k Jun 30, 2019 Jul 22, 2019
Blue CHIP Wealth Management Inc 1,554 $286k Jun 30, 2019 Aug 13, 2019
Cubic Asset Management LLC 1,538 $283k Jun 30, 2019 Jul 29, 2019
The London Company of Virginia LLC 1,517 $280k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 1,521 $280k Jun 30, 2019 Aug 7, 2019
Bienville Capital Management LLC 1,502 $277k Jun 30, 2019 Aug 14, 2019
PENN Davis Mcfarland Inc 1,500 $276k Jun 30, 2019 Jul 16, 2019
Thomas Story and SON LLC 1,500 $276k Jun 30, 2019 Jul 29, 2019
Harbour Capital Advisors LLC 1,494 $275k Jun 30, 2019 Jul 10, 2019
Mcrae Capital Management Inc 1,486 $274k Jun 30, 2019 Jul 29, 2019
The Roosevelt Investment Group Inc 1,485 $274k Jun 30, 2019 Aug 8, 2019
Highland Private Wealth Management 1,485 $274k Jun 30, 2019 Aug 13, 2019
Tiemann Investment Advisors LLC 1,469 $271k Jun 30, 2019 Aug 13, 2019
SRB Corporation 1,454 $268k Jun 30, 2019 Aug 14, 2019
Oxbow Advisors LLC 1,445 $266k Jun 30, 2019 Aug 7, 2019
Vista Private Wealth Partners LLC 1,303 $265k Jun 30, 2019 Aug 27, 2019
Probity Advisors Inc 1,425 $263k Jun 30, 2019 Aug 8, 2019
Hall Capital Management Company Inc 1,429 $263k Jun 30, 2019 Aug 14, 2019
Campbell & Company Investment Adviser LLC 1,410 $260k Jun 30, 2019 Jul 10, 2019
White Lighthouse Investment Management Inc 1,400 $258k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 1,395 $257k Jun 30, 2019 Aug 9, 2019
Parthenon LLC 1,363 $251k Jun 30, 2019 Jul 29, 2019
Lehman Financial Resources Inc 1,205 $249k Sep 30, 2018 Nov 14, 2018
Stone RUN Capital LLC 1,350 $249k Jun 30, 2019 Aug 14, 2019
Edgemoor Investment Advisors Inc 1,350 $249k Jun 30, 2019 Aug 9, 2019
Capital Counsel LLC 1,330 $245k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 1,330 $245k Jun 30, 2019 Jul 26, 2019
Conestoga Capital Advisors LLC 1,330 $245k Jun 30, 2019 Aug 2, 2019
PURE Financial Advisors Inc 1,316 $243k Jun 30, 2019 Jul 11, 2019
KCS Wealth Advisory LLC 1,312 $242k Jun 30, 2019 Jul 29, 2019
Strategic Advisors LLC 1,288 $237k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 1,288 $237k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 1,288 $237k Jun 30, 2019 Jul 22, 2019
Murphy Pohlad Asset Management LLC 1,278 $235k Jun 30, 2019 Aug 6, 2019
Penobscot Investment Management Company Inc 1,246 $230k Jun 30, 2019 Aug 2, 2019
Twin Focus Capital Partners LLC 1,244 $229k Jun 30, 2019 Aug 14, 2019
The O'Dell Group LLC 1,231 $227k Jun 30, 2019 Jul 24, 2019
Trillium Asset Management LLC 1,232 $227k Jun 30, 2019 Aug 8, 2019
Nicholas Hoffman & Company LLC 1,207 $222k Jun 30, 2019 Aug 12, 2019
Cribstone Capital Management LLC 1,199 $221k Jun 30, 2019 Jul 22, 2019
Provident Investment Management Inc 1,200 $221k Jun 30, 2019 Aug 8, 2019
Measured Wealth Private Client Group LLC 1,200 $221k Jun 30, 2019 Jul 26, 2019
Keeley-Teton Advisors LLC 1,200 $221k Jun 30, 2019 Aug 12, 2019
Boston Research and Management Inc 1,180 $217k Jun 30, 2019 Aug 7, 2019
Harvest Capital Management Inc 1,168 $215k Jun 30, 2019 Aug 7, 2019
Alpha Windward LLC 1,213 $214k Jun 30, 2019 Jul 30, 2019
Fulcrum Capital LLC 1,150 $212k Jun 30, 2019 Jul 29, 2019
JAG Capital Management LLC 1,145 $211k Jun 30, 2019 Jul 22, 2019
Gables Capital Management Inc 1,133 $209k Jun 30, 2019 Jul 31, 2019
RAAB & Moskowitz Asset Management LLC 1,126 $207k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 1,102 $204k Jun 30, 2019 Aug 2, 2019
Wellington Shields Capital Management LLC 1,100 $203k Jun 30, 2019 Aug 8, 2019
Salem Capital Management Inc 1,100 $203k Jun 30, 2019 Jul 9, 2019
Deroy & Devereaux Private Investment Counsel Inc 1,090 $201k Jun 30, 2019 Jul 22, 2019
First Light Asset Management LLC 1,092 $201k Jun 30, 2019 Aug 14, 2019
Valmark Advisers Inc 1,085 $200k Jun 30, 2019 Aug 7, 2019
Midas Management Corporation 1,000 $184k Jun 30, 2019 Jul 9, 2019
Point72 Asset Management LP 1,000 $184k Jun 30, 2019 Aug 14, 2019
New England Asset Management Inc 970 $179k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 830 $153k Jun 30, 2019 Aug 21, 2019
DT Investment Partners LLC 784 $144k Jun 30, 2019 Jul 30, 2019
Drexel Morgan & Co 750 $138k Jun 30, 2019 Aug 8, 2019
Thomas J Herzfeld Advisors Inc 700 $129k Jun 30, 2019 Aug 13, 2019
Mcilrath & ECK LLC 627 $119k Jun 30, 2019 Aug 8, 2019
Cornerstone Wealth Management LLC 512 $95k Jun 30, 2019 Aug 2, 2019
First National Bank of Omaha 489 $90k Jun 30, 2019 Jul 10, 2019
Kavar Capital Partners LLC 440 $81k Jun 30, 2019 Aug 1, 2019
Concorde Asset Management LLC 358 $66k Jun 30, 2019 Aug 8, 2019
Stevens First Principles Investment Advisors 357 $66k Jun 30, 2019 Jul 22, 2019
Shine Investment Advisory Services Inc 320 $59k Jun 30, 2019 Jul 25, 2019
Claraphi Advisory Network LLC 260 $48k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group LLC 250 $46k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group Inc 250 $46k Jun 30, 2019 Jul 29, 2019
Cranbrook Wealth Management LLC 245 $45k Jun 30, 2019 Aug 7, 2019
MARK Sheptoff Financial Planning LLC 239 $44k Jun 30, 2019 Aug 12, 2019
North Star Asset Management Inc 210 $39k Jun 30, 2019 Aug 12, 2019
Meyer Handelman Company LLC 200 $37k Jun 30, 2019 Jul 23, 2019
Tortoise Investment Management LLC 200 $37k Jun 30, 2019 Aug 7, 2019
Arbor Wealth Management LLC 168 $31k Jun 30, 2019 Jul 16, 2019
Partnervest Advisory Services LLC 170 $31k Jun 30, 2019 Aug 7, 2019
Prime Capital Investment Advisors LLC 126 $23k Jun 30, 2019 Aug 6, 2019
Pagnatokarp Partners LLC 2,000 $21k Call Jun 30, 2019 Aug 8, 2019
South Texas Money Management Ltd 107 $20k Jun 30, 2019 Jul 2, 2019
Summit Financial LLC 100 $18k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 100 $18k Jun 30, 2019 Jul 3, 2019
Hollencrest Capital Management LLC 100 $18k Jun 30, 2019 Jul 18, 2019
The Pacific Center FOR Financial Services 80 $15k Jun 30, 2019 Aug 15, 2019
Cornercap Investment Counsel Inc 58 $11k Jun 30, 2019 Aug 14, 2019
Larson Financial Group LLC 51 $9k Jun 30, 2019 Jul 16, 2019
Lifeplan Financial Group Inc 32 $6k Jun 30, 2019 Jul 15, 2019
Winch Advisory Services LLC 28 $5k Jun 30, 2019 Aug 7, 2019
Accurate Investment Solutions Inc 20 $4k Jun 30, 2019 Jul 12, 2019
Gyroscope Capital Management Group LLC 1,100 $1k Put Jun 30, 2019 Jul 11, 2019
Moors & Cabot Inc 1,100 $1k Put Jun 30, 2019 Jul 18, 2019
Kovack Advisors Inc 1 $0k Call Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 1 $0k Call Jun 30, 2019 Aug 14, 2019
Dynamic Advisor Solutions LLC 200 $0k Put Jun 30, 2019 Aug 13, 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.

Recently Searched Firms

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