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Apple Inc
(037833100)

Funds Reporting Holdings of Apple Inc according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Shapiro Capital Management LLC 633,126 $125,308,495k Jun 30, 2019 Aug 14, 2019
Westend Advisors LLC 174,143 $34,466,382k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 136,398 $26,995,892k Jun 30, 2019 Aug 6, 2019
GS Investments Inc 26,819 $5,208,016k Jun 30, 2019 Aug 9, 2019
MOON Capital Management LLC 21,723 $4,299,398k Jun 30, 2019 Jul 11, 2019
Cantab Capital Partners LLP 26,816 $4,133,000k Sep 30, 2017 Nov 14, 2017
Magellan Asset Management Limited 12,272,123 $2,428,899k Jun 30, 2019 Aug 13, 2019
Sanders Capital LLC 8,376,114 $1,815,725k Jun 30, 2019 Jul 23, 2019
Janus Capital Management LLC 8,839,948 $1,269,938k Mar 31, 2017 May 16, 2017
Retirement Income Solutions Inc 4,486 $888,000k Jun 30, 2019 Jul 23, 2019
Waddell & REED Inc 4,195,935 $830,459k Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 3,490,090 $690,759k Jun 30, 2019 Aug 9, 2019
Independent Franchise Partners LLP 3,128,676 $619,227k Jun 30, 2019 Aug 13, 2019
First Manhattan Co 2,979,853 $589,773k Jun 30, 2019 Aug 16, 2019
FRED Alger Management Inc 2,937,465 $581,383k Jun 30, 2019 Aug 14, 2019
The London Company of Virginia LLC 2,383,377 $471,718k Jun 30, 2019 Aug 14, 2019
Renaissance Technologies LLC 2,322,540 $459,677k Jun 30, 2019 Aug 12, 2019
Westfield Capital Management Company LP 1,712,069 $338,853k Jun 30, 2019 Aug 13, 2019
Jensen Investment Management Inc 1,572,147 $311,159k Jun 30, 2019 Aug 2, 2019
Investec Asset Management Limited 648,507 $286,994k Jun 30, 2019 Jul 30, 2019
Brandywine Global Investment Management LLC 1,414,830 $280,024k Jun 30, 2019 Aug 14, 2019
Harding Loevner LP 1,358,303 $268,835k Jun 30, 2019 Aug 14, 2019
Elliott Management Corporation 1,300,000 $257,296k Put Jun 30, 2019 Aug 14, 2019
Burgundy Asset Management Ltd 1,251,246 $247,647k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 1,176,474 $232,848k Jun 30, 2019 Aug 15, 2019
Quattro Advisors LLC 1,085 $222,685k Jun 30, 2019 Jul 26, 2019
Quattro Financial Advisors LLC 1,085 $222,685k Jun 30, 2019 Jul 26, 2019
Nikko Asset Management Americas Inc 1,060,915 $209,976k Jun 30, 2019 Jul 29, 2019
Charles Schwab Investment Advisory Inc 1,009,511 $199,803k Jun 30, 2019 Aug 12, 2019
Avalon Advisors LLC 941,824 $186,406k Jun 30, 2019 Aug 14, 2019
Clarivest Asset Management LLC 928,076 $183,684k Jun 30, 2019 Aug 16, 2019
Polar Capital LLP 920,416 $182,169k Jun 30, 2019 Aug 14, 2019
Managed Account Advisors LLC 1,375,353 $172,504k Jun 30, 2015 Aug 14, 2015
Pacer Advisors Inc 720,410 $142,584k Jun 30, 2019 Aug 12, 2019
Hexavest Inc 712,319 $140,982k Jun 30, 2019 Jul 10, 2019
Kovitz Investment Group Partners LLC 696,251 $137,802k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 688,889 $136,345k Jun 30, 2019 Jul 31, 2019
Sawgrass Asset Management LLC 686,762 $135,924k Jun 30, 2019 Jul 23, 2019
MAR Vista Investment Partners LLC 680,850 $134,754k Jun 30, 2019 Aug 13, 2019
EMS Capital LP 680,000 $134,586k Put Jun 30, 2019 Aug 14, 2019
Corvex Management LP 650,000 $128,648k Put Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 623,621 $123,427k Jun 30, 2019 Jul 26, 2019
Williams Jones & Associates LLC 623,390 $123,381k Jun 30, 2019 Aug 14, 2019
Capital Bank and Trust Company 621,074 $122,994k Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 613,319 $121,388k Jun 30, 2019 Jul 18, 2019
Saratoga Research & Investment Management 595,853 $117,931k Jun 30, 2019 Jul 24, 2019
1919 Investment Counsel LLC 1,160,083 $116,879k Sep 30, 2014 Nov 14, 2014
Congress Asset Management Company LLP 562,280 $111,286k Jun 30, 2019 Aug 7, 2019
Welch & Forbes LLC 550,319 $108,919k Jun 30, 2019 Jul 12, 2019
Smith Asset Management Group LP 546,267 $108,117k Jun 30, 2019 Aug 15, 2019
Artisan Partners Limited Partnership 531,845 $105,263k Jun 30, 2019 Aug 9, 2019
Douglass Winthrop Advisors LLC 467,743 $92,576k Jun 30, 2019 Jul 10, 2019
Meridian Wealth Management LLC 45,325 $89,709k Jun 30, 2019 Jul 19, 2019
Atalanta Sosnoff Capital LLC 428,336 $84,776k Jun 30, 2019 Jul 15, 2019
Hermes Investment Management Limited 455,814 $84,376k Jun 30, 2018 Jul 24, 2018
Personal Capital Advisors Corporation 418,405 $82,811k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 401,582 $79,481k Jun 30, 2019 Jul 30, 2019
Davenport & Company LLC 394,668 $78,113k Jun 30, 2019 Jul 10, 2019
Maplelane Capital LLC 386,200 $76,437k Put Jun 30, 2019 Aug 14, 2019
Cornerstone Partners LLC 379,037 $75,019k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 379,037 $75,019k Jun 30, 2019 Jul 19, 2019
Cacti Asset Management LLC 367,229 $73,350k Jun 30, 2019 Jul 1, 2019
Independent Investors Inc 369,873 $73,205k Jun 30, 2019 Jul 18, 2019
Becker Capital Management Inc 369,795 $73,190k Jun 30, 2019 Aug 8, 2019
Waverton Investment Management Limited 360,369 $71,324k Jun 30, 2019 Jul 17, 2019
Marsico Capital Management LLC 359,570 $71,166k Jun 30, 2019 Aug 14, 2019
Montag & Caldwell LLC 349,075 $69,089k Jun 30, 2019 Aug 1, 2019
Argent Capital Management LLC 336,754 $66,650k Jun 30, 2019 Aug 15, 2019
IFM Investors PTY Ltd 333,689 $66,044k Jun 30, 2019 Jul 16, 2019
QS Investors LLC 320,502 $63,434k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 319,917 $63,318k Jun 30, 2019 Aug 13, 2019
Financial Counselors Inc 314,148 $62,176k Jun 30, 2019 Aug 14, 2019
Sheaff Brock Investment Advisors LLC 309,672 $61,290k Jun 30, 2019 Jul 31, 2019
Ferguson Wellman Capital Management Inc 305,380 $60,441k Jun 30, 2019 Jul 16, 2019
Skylands Capital LLC 303,850 $60,138k Jun 30, 2019 Jul 29, 2019
AMI Asset Management Corp 300,149 $59,406k Jun 30, 2019 Aug 5, 2019
Clark Capital Management Group Inc 299,512 $59,279k Jun 30, 2019 Jul 12, 2019
Adams Diversified Equity Fund Inc 292,300 $57,852k Jun 30, 2019 Jul 29, 2019
Gabelli Funds LLC 289,410 $57,280k Jun 30, 2019 Aug 2, 2019
Merriman Wealth Management LLC 28,275 $56,988k Jun 30, 2019 Jul 31, 2019
Seizert Capital Partners LLC 286,440 $56,692k Jun 30, 2019 Aug 6, 2019
Sentry Investment Management LLC 283,109 $56,033k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 283,109 $56,033k Jun 30, 2019 Aug 12, 2019
Oakbrook Investments LLC 280,187 $55,455k Jun 30, 2019 Jul 18, 2019
Black-And-White Capital LP 280,000 $55,418k Put Jun 30, 2019 Aug 14, 2019
Graticule Asia Macro Advisors LLC 278,900 $55,200k Put Jun 30, 2019 Aug 14, 2019
Capital Guardian Trust Company 277,703 $55,019k Jun 30, 2019 Aug 14, 2019
Columbus Circle Investors 275,937 $54,613k Jun 30, 2019 Aug 2, 2019
Bowen Hanes & Co Inc 272,088 $53,852k Jun 30, 2019 Aug 13, 2019
TODD Asset Management LLC 270,220 $53,482k Jun 30, 2019 Aug 6, 2019
The Investment House LLC 269,733 $53,386k Jun 30, 2019 Aug 5, 2019
Parsec Financial Management Inc 265,310 $52,510k Jun 30, 2019 Jul 23, 2019
SIT Investment Associates Inc 265,170 $52,482k Jun 30, 2019 Aug 14, 2019
Front Barnett Associates LLC 261,770 $51,810k Jun 30, 2019 Aug 6, 2019
Rothschild & Co Asset Management US Inc 259,583 $51,377k Jun 30, 2019 Jul 25, 2019
Highline Capital Management LP 246,300 $48,748k Put Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 244,904 $48,471k Jun 30, 2019 Aug 13, 2019
Markston International LLC 243,245 $48,143k Jun 30, 2019 Aug 6, 2019
Ashfield Capital Partners LLC 240,927 $47,684k Jun 30, 2019 Jul 29, 2019
HCR Wealth Advisors 238,851 $47,274k Jun 30, 2019 Jul 25, 2019
SNOW Capital Management LP 233,846 $46,283k Jun 30, 2019 Aug 13, 2019
Golub Group LLC 233,155 $46,146k Jun 30, 2019 Aug 13, 2019
GLG LLC 263,030 $44,513k Dec 31, 2017 Feb 14, 2018
Winton Capital Management Ltd 80,377 $43,142k Mar 31, 2014 May 1, 2014
TDAM USA Inc 217,115 $42,971k Jun 30, 2019 Aug 1, 2019
Barrett Asset Management LLC 210,869 $41,735k Jun 30, 2019 Aug 5, 2019
Thornburg Investment Management Inc 209,509 $41,466k Jun 30, 2019 Aug 6, 2019
Twin Capital Management Inc 209,192 $41,403k Jun 30, 2019 Aug 1, 2019
Carnegie Capital Asset Management LLC 208,516 $41,270k Jun 30, 2019 Jul 24, 2019
ARS Investment Partners LLC 208,335 $41,234k Jun 30, 2019 Aug 12, 2019
Regentatlantic Capital LLC 206,784 $40,927k Jun 30, 2019 Jul 23, 2019
Epoch Investment Partners Inc 206,403 $40,851k Jun 30, 2019 Aug 13, 2019
Wafra Inc 204,351 $40,445k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 200,724 $39,727k Jun 30, 2019 Aug 9, 2019
Alpha Cubed Investments LLC 199,336 $39,453k Jun 30, 2019 Jul 19, 2019
Nippon Life Global Investors Americas Inc 195,093 $38,613k Jun 30, 2019 Jul 23, 2019
Edgemoor Investment Advisors Inc 193,572 $38,312k Jun 30, 2019 Aug 9, 2019
Castleark Management LLC 192,160 $38,032k Jun 30, 2019 Aug 13, 2019
Meritage Portfolio Management Inc 187,445 $37,099k Jun 30, 2019 Jul 30, 2019
Davidson Investment Advisors Inc 181,753 $35,973k Jun 30, 2019 Aug 13, 2019
Gillespie Robinson & Grimm Inc 180,271 $35,679k Jun 30, 2019 Jul 22, 2019
Capital Counsel LLC 179,920 $35,610k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 179,920 $35,610k Jun 30, 2019 Jul 26, 2019
Birch Hill Investment Advisors LLC 177,404 $35,112k Jun 30, 2019 Jul 22, 2019
Trillium Asset Management LLC 177,308 $35,093k Jun 30, 2019 Aug 8, 2019
Private Wealth Partners LLC 176,866 $35,005k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 176,866 $35,005k Jun 30, 2019 Aug 6, 2019
Bailard Inc 173,549 $34,349k Jun 30, 2019 Jul 26, 2019
The Colony Group LLC 171,448 $33,933k Jun 30, 2019 Aug 19, 2019
BEL AIR Investment Advisors LLC 71,089 $33,892k Sep 30, 2013 Nov 12, 2013
Samlyn Capital LLC 169,900 $33,627k Put Jun 30, 2019 Aug 14, 2019
Decatur Capital Management Inc 168,974 $33,443k Jun 30, 2019 Jul 24, 2019
DOCK Street Asset Management Inc 167,750 $33,201k Jun 30, 2019 Jul 31, 2019
Apertura Capital LLC 1,600 $31,667k Put Jun 30, 2019 Aug 12, 2019
The Roosevelt Investment Group Inc 158,903 $31,450k Jun 30, 2019 Aug 8, 2019
Renaissance Investment Group LLC 158,149 $31,301k Jun 30, 2019 Aug 13, 2019
The Renaissance Group LLC 158,149 $31,301k Jun 30, 2019 Aug 13, 2019
Chilton Capital Management LLC 157,665 $31,205k Jun 30, 2019 Aug 13, 2019
Spears Abacus Advisors LLC 156,763 $31,027k Jun 30, 2019 Aug 9, 2019
Badgley Phelps and Bell Inc 156,712 $31,016k Jun 30, 2019 Jul 30, 2019
Carillon Tower Advisers Inc 156,666 $31,007k Jun 30, 2019 Aug 8, 2019
Howard Capital Management Inc 153,999 $30,479k Jun 30, 2019 Jul 24, 2019
Highland Capital Management LLC 152,770 $30,236k Jun 30, 2019 Jul 29, 2019
Murphy Capital Management Inc 152,686 $30,219k Jun 30, 2019 Jul 22, 2019
Advisor Partners LLC 151,543 $29,993k Jun 30, 2019 Jul 26, 2019
Eagle Global Advisors LLC 150,403 $29,768k Jun 30, 2019 Aug 13, 2019
Appleton Partners Inc 147,705 $29,234k Jun 30, 2019 Jul 25, 2019
Schwerin Boyle Capital Management Inc 143,370 $28,376k Jun 30, 2019 Aug 13, 2019
Capwealth Advisors LLC 142,181 $28,140k Jun 30, 2019 Aug 13, 2019
Richard Bernstein Advisors LLC 141,522 $28,010k Jun 30, 2019 Aug 9, 2019
Boston Family Office LLC 141,169 $27,940k Jun 30, 2019 Jul 30, 2019
Miracle MILE Advisors LLC 139,016 $27,514k Jun 30, 2019 Aug 7, 2019
Aureus Asset Management LLC 138,233 $27,359k Jun 30, 2019 Aug 14, 2019
Edgewood Management LLC 138,229 $27,358k Jun 30, 2019 Aug 12, 2019
Arrowgrass Capital Partners LLP 175,865 $27,104k Sep 30, 2017 Nov 14, 2017
Azimuth Capital Management LLC 136,577 $27,031k Jun 30, 2019 Aug 13, 2019
BOYS Arnold & Company Inc 135,894 $26,896k Jun 30, 2019 Aug 1, 2019
Locust WOOD Capital Advisers LLC 135,604 $26,839k Jun 30, 2019 Jul 24, 2019
CWA Asset Management Group LLC 133,958 $26,513k Jun 30, 2019 Aug 13, 2019
Buckingham Asset Management LLC 133,776 $26,477k Jun 30, 2019 Aug 5, 2019
Signature Estate & Investment Advisors LLC 133,234 $26,370k Jun 30, 2019 Aug 1, 2019
Impax Asset Management Ltd 142,375 $26,355k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 142,375 $26,355k Jun 30, 2018 Aug 14, 2018
Capco Asset Management LLC 132,811 $26,286k Jun 30, 2019 Aug 8, 2019
KMS Financial Services Inc 260,863 $26,282k Sep 30, 2014 Nov 17, 2014
Taurus Asset Management LLC 131,993 $26,124k Jun 30, 2019 Aug 14, 2019
ZWJ Investment Counsel Inc 131,915 $26,109k Jun 30, 2019 Jul 24, 2019
Cornerstone Investment Advisors LLC 137,000 $26,023k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 137,000 $26,023k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 137,000 $26,023k Mar 31, 2019 May 13, 2019
Pictet North America Advisors SA 131,021 $25,932k Jun 30, 2019 Aug 7, 2019
LEE Danner & BASS Inc 130,661 $25,860k Jun 30, 2019 Jul 30, 2019
AO Asset Management LP 129,000 $25,532k Jun 30, 2019 Aug 13, 2019
Traynor Capital Management Inc 126,147 $25,422k Jun 30, 2019 Jul 26, 2019
Calamos Wealth Management LLC 128,137 $25,361k Jun 30, 2019 Aug 7, 2019
Hillhouse Capital Management Ltd 127,759 $25,286k Jun 30, 2019 Aug 14, 2019
van Hulzen Asset Management LLC 127,185 $25,172k Jun 30, 2019 Aug 8, 2019
Carret Asset Management LLC 126,451 $25,027k Jun 30, 2019 Aug 12, 2019
Cohen Klingenstein LLC 126,106 $24,959k Jun 30, 2019 Jul 15, 2019
GWM Advisors LLC 125,808 $24,900k Jun 30, 2019 Aug 5, 2019
Anchor Capital Advisors LLC 125,797 $24,898k Jun 30, 2019 Aug 1, 2019
Deroy & Devereaux Private Investment Counsel Inc 125,661 $24,871k Jun 30, 2019 Jul 22, 2019
MKP Capital Management LLC 125,000 $24,740k Put Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 124,735 $24,687k Jun 30, 2019 Jul 15, 2019
Dowling & Yahnke LLC 124,539 $24,649k Jun 30, 2019 Jul 22, 2019
Cohen & Steers Capital Management Inc 197,800 $24,612k Mar 31, 2015 May 15, 2015
Middleton & Company Inc 124,190 $24,580k Jun 30, 2019 Jul 25, 2019
Evanson Asset Management LLC 123,765 $24,496k Jun 30, 2019 Jul 11, 2019
Frontier Wealth Management LLC 123,515 $24,446k Jun 30, 2019 Aug 16, 2019
Advisors Capital Management LLC 123,014 $24,347k Jun 30, 2019 Aug 15, 2019
Evergreen Capital Management LLC 122,598 $24,265k Jun 30, 2019 Aug 14, 2019
Willis Investment Counsel Inc 122,600 $24,265k Jun 30, 2019 Aug 14, 2019
Logan Capital Management Inc 122,200 $24,186k Jun 30, 2019 Jul 24, 2019
Hardman Johnston Global Advisors LLC 121,809 $24,108k Jun 30, 2019 Aug 5, 2019
Prospera Financial Services Inc 119,210 $23,988k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 120,439 $23,837k Jun 30, 2019 Jul 10, 2019
Vestor Capital LLC 120,181 $23,786k Jun 30, 2019 Aug 6, 2019
J Goldman & Co LP 120,000 $23,750k Put Jun 30, 2019 Aug 14, 2019
Matthew 25 Management Corp 120,000 $23,750k Jun 30, 2019 Aug 13, 2019
Birinyi Associates Inc 119,754 $23,702k Jun 30, 2019 Aug 5, 2019
Quest Investment Management LLC 118,913 $23,535k Jun 30, 2019 Aug 13, 2019
Sequoia Financial Advisors LLC 116,928 $23,142k Jun 30, 2019 Jul 31, 2019
Baldwin Brothers Inc 115,158 $22,792k Jun 30, 2019 Jul 19, 2019
Torray LLC 114,867 $22,734k Jun 30, 2019 Aug 8, 2019
Crawford Investment Counsel Inc 112,780 $22,321k Jun 30, 2019 Aug 12, 2019
Brown Advisory Securities LLC 112,692 $22,317k Jun 30, 2019 Aug 12, 2019
Dillon & Associates Inc 111,857 $22,148k Jun 30, 2019 Jul 22, 2019
CPWM LLC 111,071 $21,983k Jun 30, 2019 Aug 2, 2019
Level Four Advisory Services LLC 110,447 $21,870k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 110,486 $21,867k Jun 30, 2019 Aug 7, 2019
Choate Investment Advisors LLC 110,286 $21,828k Jun 30, 2019 Aug 14, 2019
Gabalex Capital Management LLC 110,000 $21,771k Jun 30, 2019 Aug 1, 2019
LOWE Brockenbrough & Company Inc 108,917 $21,557k Jun 30, 2019 Aug 12, 2019
Martin Investment Management LLC 107,789 $21,334k Jun 30, 2019 Aug 7, 2019
Callahan Advisors LLC 107,300 $21,237k Jun 30, 2019 Jul 17, 2019
Aspiriant LLC 104,183 $20,617k Jun 30, 2019 Aug 6, 2019
Moors & Cabot Inc 103,142 $20,444k Jun 30, 2019 Jul 18, 2019
GFS Advisors LLC 103,038 $20,393k Jun 30, 2019 Aug 1, 2019
Boston Common Asset Management LLC 102,668 $20,320k Jun 30, 2019 Jul 26, 2019
Telemus Capital LLC 104,533 $20,210k Jun 30, 2019 Aug 9, 2019
Wendell David Associates Inc 102,068 $20,201k Jun 30, 2019 Jul 16, 2019
Violich Capital Management 101,634 $20,115k Jun 30, 2019 Jul 22, 2019
Shikiar Asset Management Inc 101,059 $20,002k Jun 30, 2019 Jul 25, 2019
North Star Investment Management Corporation 100,959 $19,982k Jun 30, 2019 Jul 15, 2019
Mission Wealth Management LP 99,022 $19,598k Jun 30, 2019 Aug 9, 2019
Marble Harbor Investment Counsel LLC 98,937 $19,582k Jun 30, 2019 Aug 7, 2019
Bronfman EL Rothschild LP 98,567 $19,508k Jun 30, 2019 Aug 12, 2019
S & Co Inc 96,878 $19,174k Jun 30, 2019 Jul 23, 2019
North American Management Corp 96,531 $19,105k Jun 30, 2019 Jul 30, 2019
Lionstone Capital Management LLC 96,320 $19,064k Jun 30, 2019 Aug 7, 2019
Homrich & BERG Inc 96,309 $19,062k Jun 30, 2019 Aug 5, 2019
Granite Group Advisors LLC 95,501 $18,901k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 95,501 $18,901k Jun 30, 2019 Jul 23, 2019
Joel Isaacson & Co LLC 95,239 $18,850k Jun 30, 2019 Jul 11, 2019
Archon Partners LLC 94,500 $18,703k Jun 30, 2019 Aug 14, 2019
Hartline Investment Corp 94,146 $18,633k Jun 30, 2019 Aug 8, 2019
Levin Capital Strategies LP 94,029 $18,610k Jun 30, 2019 Aug 13, 2019
BTR Capital Management Inc 93,772 $18,559k Jun 30, 2019 Jul 18, 2019
SVA Plumb Wealth Management LLC 93,686 $18,542k Jun 30, 2019 Aug 13, 2019
Cornerstone Wealth Management LLC 91,359 $18,108k Jun 30, 2019 Aug 2, 2019
Grassi Investment Management LLC 91,187 $18,048k Jun 30, 2019 Jul 10, 2019
Montrusco Bolton Investments Inc 90,926 $17,996k Jun 30, 2019 Aug 5, 2019
CCM Investment Advisers LLC 90,484 $17,908k Jun 30, 2019 Aug 5, 2019
ARK Investment Management LLC 89,502 $17,714k Jun 30, 2019 Jul 30, 2019
Osborne Partners Capital Management LLC 89,463 $17,706k Jun 30, 2019 Jul 18, 2019
Winslow Asset Management Inc 87,917 $17,401k Jun 30, 2019 Jul 29, 2019
Bruce & Co Inc 87,600 $17,337k Jun 30, 2019 Aug 14, 2019
Everence Capital Management Inc 87,350 $17,288k Jun 30, 2019 Aug 2, 2019
Greatmark Investment Partners Inc 87,326 $17,284k Jun 30, 2019 Aug 5, 2019
Goelzer Investment Management Inc 87,196 $17,258k Jun 30, 2019 Jul 29, 2019
BAHL & Gaynor Inc 87,146 $17,248k Jun 30, 2019 Aug 12, 2019
OFI Advisors LLC 156,121 $17,220k Sep 30, 2015 Nov 16, 2015
Mastrapasqua Asset Management Inc 85,935 $17,008k Jun 30, 2019 Aug 12, 2019
Buckley Wealth Management LLC 85,474 $16,917k Jun 30, 2019 Jul 19, 2019
Suncoast Equity Management LLC 85,027 $16,829k Jun 30, 2019 Jul 26, 2019
Southeast Asset Advisors Inc 84,952 $16,814k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 81,952 $16,220k Jun 30, 2019 Jul 29, 2019
Pacific Global Investment Management Co 81,725 $16,175k Jun 30, 2019 Aug 14, 2019
IHT Wealth Management LLC 81,012 $16,042k Jun 30, 2019 Aug 12, 2019
Bridgecreek Investment Management LLC 80,914 $16,014k Jun 30, 2019 Aug 14, 2019
Greystone Managed Investments Inc 80,546 $15,942k Jun 30, 2019 Jul 23, 2019
Bowling Portfolio Management LLC 79,989 $15,831k Jun 30, 2019 Jul 25, 2019
Origin Asset Management LLP 79,643 $15,763k Jun 30, 2019 Aug 9, 2019
Mengis Capital Management Inc 79,554 $15,745k Jun 30, 2019 Jul 18, 2019
Affinity Investment Advisors LLC 78,194 $15,476k Jun 30, 2019 Aug 8, 2019
Motley FOOL Asset Management LLC 77,993 $15,436k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors Inc 77,947 $15,427k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 77,947 $15,427k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 77,947 $15,427k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 77,947 $15,427k Jun 30, 2019 Aug 7, 2019
Clearstead Advisors LLC 77,455 $15,330k Jun 30, 2019 Aug 8, 2019
Guardian Capital LP 77,267 $15,293k Jun 30, 2019 Aug 14, 2019
Newfocus Financial Group LLC 76,577 $15,156k Jun 30, 2019 Jul 23, 2019
South Street Advisors LLC 76,276 $15,097k Jun 30, 2019 Jul 22, 2019
Conning Inc 76,013 $15,044k Jun 30, 2019 Jul 25, 2019
Clear Harbor Asset Management LLC 75,944 $15,031k Jun 30, 2019 Jul 22, 2019
Cobiz Wealth LLC 75,723 $14,987k Jun 30, 2019 Jul 8, 2019
Vision Capital Management Inc 75,336 $14,910k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 75,336 $14,910k Jun 30, 2019 Jul 29, 2019
Ziegler Capital Management LLC 31,016 $14,787k Sep 30, 2013 Nov 6, 2013
Granite Investment Partners LLC 74,491 $14,743k Jun 30, 2019 Aug 7, 2019
Granite Financial Partners LLC 74,491 $14,743k Jun 30, 2019 Aug 7, 2019
Fagan Associates Inc 74,427 $14,731k Jun 30, 2019 Jul 12, 2019
Janney Capital Management LLC 74,074 $14,661k Jun 30, 2019 Jul 29, 2019
Douglas Lane & Associates LLC 73,810 $14,608k Jun 30, 2019 Jul 8, 2019
Dynamic Advisor Solutions LLC 73,690 $14,585k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 73,403 $14,528k Jun 30, 2019 Aug 13, 2019
Baker Avenue Asset Management LP 73,334 $14,514k Jun 30, 2019 Aug 14, 2019
Westchester Capital Management Inc 72,130 $14,276k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 72,130 $14,276k Jun 30, 2019 Aug 5, 2019
West Coast Financial LLC 71,198 $14,092k Jun 30, 2019 Jul 16, 2019
Riverpark Capital Management LLC 70,658 $13,985k Jun 30, 2019 Aug 13, 2019
Montag A & Associates Inc 70,628 $13,979k Jun 30, 2019 Aug 6, 2019
PENN Davis Mcfarland Inc 70,515 $13,956k Jun 30, 2019 Jul 16, 2019
Apriem Advisors 69,810 $13,817k Jun 30, 2019 Aug 14, 2019
Alexandria Capital LLC 69,640 $13,783k Jun 30, 2019 Aug 12, 2019
Ropes Wealth Advisors LLC 69,236 $13,703k Jun 30, 2019 Jul 31, 2019
Main Street Research LLC 68,708 $13,599k Jun 30, 2019 Aug 8, 2019
First Foundation Advisors 68,280 $13,514k Jun 30, 2019 Aug 14, 2019
Stokes & Hubbell Capital Management LLC 70,634 $13,417k Mar 31, 2019 Apr 24, 2019
Churchill Management Corp 66,630 $13,187k Jun 30, 2019 Jul 10, 2019
Baltimore-Washington Financial Advisors Inc 66,550 $13,172k Jun 30, 2019 Jul 25, 2019
Corda Investment Management LLC 66,132 $13,088k Jun 30, 2019 Aug 9, 2019
Endurance Wealth Management Inc 65,896 $13,042k Jun 30, 2019 Jul 30, 2019
FFCM LLC 65,788 $13,021k Jun 30, 2019 Jul 30, 2019
Cleararc Capital Inc 65,495 $12,963k Jun 30, 2019 Aug 7, 2019
Strategic Financial Services Inc 65,002 $12,865k Jun 30, 2019 Aug 13, 2019
Premier Asset Management LLC 64,740 $12,813k Jun 30, 2019 Aug 7, 2019
Wilmington Trust Investment Management LLC 137,804 $12,809k Jun 30, 2014 Aug 13, 2014
Steigerwald Gordon & KOCH Inc 64,709 $12,807k Jun 30, 2019 Jul 15, 2019
Winch Advisory Services LLC 64,451 $12,756k Jun 30, 2019 Aug 7, 2019
Cetera Investment Advisers LLC 64,344 $12,756k Jun 30, 2019 Aug 12, 2019
Wellington Shields Capital Management LLC 64,400 $12,746k Jun 30, 2019 Aug 8, 2019
Carnick & Kubik Group LLC 63,855 $12,638k Jun 30, 2019 Jul 30, 2019
Pointstate Capital LP 63,800 $12,627k Put Jun 30, 2019 Aug 14, 2019
Motley FOOL Wealth Management LLC 63,563 $12,580k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 63,481 $12,564k Jun 30, 2019 Jul 22, 2019
Spinnaker Investment Group LLC 63,127 $12,494k Jun 30, 2019 Jul 11, 2019
Strategic Investment Advisors Inc 63,089 $12,486k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 63,089 $12,486k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 63,089 $12,486k Jun 30, 2019 Jul 22, 2019
Tiedemann Advisors LLC 62,304 $12,330k Jun 30, 2019 Aug 13, 2019
Oxbow Advisors LLC 62,238 $12,318k Jun 30, 2019 Aug 7, 2019
Woodstock Corporation 62,108 $12,292k Jun 30, 2019 Jul 3, 2019
Peak Asset Management LLC 61,497 $12,171k Jun 30, 2019 Aug 15, 2019
Legacy Capital Partners Inc 60,915 $12,056k Jun 30, 2019 Jul 16, 2019
Baring International Investment Ltd 129,598 $12,044k Jun 30, 2014 Jul 21, 2014
Augustine Asset Management Inc 60,388 $11,952k Jun 30, 2019 Aug 5, 2019
NWAM LLC 60,258 $11,926k Jun 30, 2019 Jul 18, 2019
WP Advisors LLC 60,228 $11,920k Jun 30, 2019 Jul 23, 2019
Regent Investment Management LLC 60,150 $11,905k Jun 30, 2019 Jul 15, 2019
Lucha Capital Management LP 60,000 $11,875k Put Jun 30, 2019 Aug 14, 2019
Summit Partners Public Asset Management LLC 60,000 $11,875k Put Jun 30, 2019 Aug 14, 2019
USCA RIA LLC 59,235 $11,724k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 59,003 $11,678k Jun 30, 2019 Jul 31, 2019
Pecaut & Co 58,848 $11,647k Jun 30, 2019 Aug 8, 2019
Maverick Capital Ltd 58,720 $11,622k Jun 30, 2019 Aug 14, 2019
Johanson Financial Advisors Inc 58,692 $11,620k Jun 30, 2019 Jul 29, 2019
Bingham Osborn & Scarborough LLC 58,212 $11,521k Jun 30, 2019 Aug 2, 2019
Bragg Financial Advisors Inc 57,884 $11,456k Jun 30, 2019 Aug 14, 2019
Harbor Island Capital LLC 57,670 $11,414k Jun 30, 2019 Jul 25, 2019
Telos Capital Management Inc 57,366 $11,354k Jun 30, 2019 Jul 19, 2019
NBW Capital LLC 57,129 $11,307k Jun 30, 2019 Aug 5, 2019
Accredited Investors Inc 57,038 $11,289k Jun 30, 2019 Aug 13, 2019
CAMG Solamere Management LLC 56,930 $11,273k Jun 30, 2019 Aug 13, 2019
Northstar Investment Advisors LLC 56,649 $11,212k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 56,649 $11,212k Jun 30, 2019 Jul 17, 2019
Wealth Enhancement Advisory Services LLC 53,057 $11,125k Jun 30, 2019 Aug 2, 2019
Oak Asset Management LLC 53,511 $11,089k Jun 30, 2019 Jul 25, 2019
CIM LLC 55,792 $11,042k Jun 30, 2019 Jul 22, 2019
Chickasaw Capital Management LLC 55,757 $11,035k Jun 30, 2019 Jul 15, 2019
Checchi Capital Advisers LLC 55,392 $10,963k Jun 30, 2019 Aug 6, 2019
Hendershot Investments Inc 55,381 $10,961k Jun 30, 2019 Jul 31, 2019
Valicenti Advisory Services Inc 55,340 $10,953k Jun 30, 2019 Jul 17, 2019
Brickley Wealth Management 54,914 $10,869k Jun 30, 2019 Aug 9, 2019
Jaffetilchin Investment Partners LLC 54,847 $10,855k Jun 30, 2019 Aug 13, 2019
Marietta Investment Partners LLC 54,764 $10,839k Jun 30, 2019 Aug 13, 2019
Mcguire Investment Group LLC 54,592 $10,805k Jun 30, 2019 Jul 25, 2019
Turim 21 Investimentos LTDA 54,356 $10,758k Jun 30, 2019 Aug 13, 2019
Cypress Wealth Services LLC 53,945 $10,677k Jun 30, 2019 Jul 24, 2019
Bourne LENT Asset Management Inc 53,710 $10,630k Jun 30, 2019 Jul 29, 2019
Brightworth LLC 53,558 $10,600k Jun 30, 2019 Jul 31, 2019
Venturi Wealth Management LLC 53,339 $10,557k Jun 30, 2019 Aug 7, 2019
B Riley Wealth Management Inc 53,156 $10,521k Jun 30, 2019 Aug 14, 2019
Condor Capital Management 52,962 $10,482k Jun 30, 2019 Aug 5, 2019
Texas Yale Capital Corp 52,913 $10,473k Jun 30, 2019 Jul 24, 2019
Fulcrum Capital LLC 52,887 $10,467k Jun 30, 2019 Jul 29, 2019
Crossvault Capital Management LLC 52,787 $10,448k Jun 30, 2019 Jul 19, 2019
Mitchell Capital Management Co 52,595 $10,410k Jun 30, 2019 Jul 24, 2019
Monetary Management Group Inc 52,325 $10,356k Jun 30, 2019 Aug 13, 2019
Barry Investment Advisors LLC 51,881 $10,268k Jun 30, 2019 Jul 26, 2019
Ramsay Stattman VELA & Price Inc 51,814 $10,255k Jun 30, 2019 Aug 9, 2019
SFMG LLC 49,279 $10,237k Jun 30, 2019 Aug 5, 2019
Addenda Capital Inc 51,475 $10,188k Jun 30, 2019 Jul 12, 2019
The RICE Partnership LLC 51,095 $10,113k Jun 30, 2019 Jul 25, 2019
GHP Investment Advisors Inc 51,015 $10,097k Jun 30, 2019 Aug 2, 2019
Grand JEAN Capital Management Inc 50,995 $10,093k Jun 30, 2019 Aug 13, 2019
KJ Harrison & Partners USA Inc 50,965 $10,087k Jun 30, 2019 Aug 5, 2019
SAND Hill Global Advisors LLC 50,624 $10,019k Jun 30, 2019 Aug 13, 2019
RNC Capital Management LLC 50,546 $10,004k Jun 30, 2019 Jul 25, 2019
Dorchester Wealth Management Company 50,508 $9,997k Jun 30, 2019 Jul 19, 2019
Avalon Global Asset Management LLC 50,470 $9,989k Jun 30, 2019 Aug 14, 2019
Sprucegrove Investment Management Ltd 50,100 $9,916k Jun 30, 2019 Aug 12, 2019
Bowie Capital Management LLC 50,000 $9,896k Jun 30, 2019 Aug 9, 2019
Ulysses Management LLC 50,000 $9,896k Put Jun 30, 2019 Aug 14, 2019
Polaris Greystone Financial Group LLC 49,053 $9,887k Jun 30, 2019 Jul 25, 2019
Progressive Investment Management Corporation 49,928 $9,882k Jun 30, 2019 Aug 12, 2019
Intersect Capital LLC 49,854 $9,867k Jun 30, 2019 Aug 9, 2019
Maytech Global Investments LLC 49,678 $9,832k Jun 30, 2019 Aug 12, 2019
South Texas Money Management Ltd 49,520 $9,801k Jun 30, 2019 Jul 2, 2019
The Caprock Group Inc 49,479 $9,793k Jun 30, 2019 Jul 23, 2019
Westbourne Investment Advisors Inc 49,177 $9,733k Jun 30, 2019 Jul 22, 2019
6 Meridian LLC 48,916 $9,681k Jun 30, 2019 Jul 12, 2019
Hunter Associates Investment Management LLC 48,881 $9,675k Jun 30, 2019 Aug 8, 2019
JGP Wealth Management LLC 48,825 $9,664k Jun 30, 2019 Jul 15, 2019
Savant Capital LLC 48,625 $9,624k Jun 30, 2019 Aug 6, 2019
Rothschild Capital Partners LLC 48,509 $9,601k Jun 30, 2019 Jul 17, 2019
Hourglass Capital LLC 48,377 $9,575k Jun 30, 2019 Aug 12, 2019
Hamel Associates Inc 48,363 $9,572k Jun 30, 2019 Aug 5, 2019
Greenwood Gearhart Inc 48,086 $9,517k Jun 30, 2019 Aug 7, 2019
Waters Parkerson & Co LLC 48,078 $9,516k Jun 30, 2019 Aug 6, 2019
Gibraltar Capital Management Inc 48,067 $9,514k Jun 30, 2019 Jul 17, 2019
RPG Investment Advisory LLC 47,729 $9,488k Jun 30, 2019 Jul 10, 2019
EQIS Capital Management Inc 47,542 $9,410k Jun 30, 2019 Jul 18, 2019
BKD Wealth Advisors LLC 47,504 $9,402k Jun 30, 2019 Jul 10, 2019
United Asset Strategies Inc 47,475 $9,396k Jun 30, 2019 Jul 31, 2019
Sanders Morris Harris LLC 46,587 $9,318k Jun 30, 2019 Jul 10, 2019
Flippin Bruce & Porter Inc 46,944 $9,291k Jun 30, 2019 Aug 6, 2019
SFE Investment Counsel Inc 46,709 $9,245k Jun 30, 2019 Jul 26, 2019
Institute FOR Wealth Management LLC 46,295 $9,163k Jun 30, 2019 Aug 2, 2019
LVW Advisors LLC 46,179 $9,140k Jun 30, 2019 Aug 14, 2019
Taylor Wealth Management Partners LLC 46,161 $9,136k Jun 30, 2019 Jul 17, 2019
Asset Management Advisors LLC 46,041 $9,112k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors Inc 46,041 $9,112k Jun 30, 2019 Jul 26, 2019
Carderock Capital Management Inc 46,010 $9,106k Jun 30, 2019 Jul 15, 2019
Family Management Corporation 45,728 $9,050k Jun 30, 2019 Aug 14, 2019
Kiley Juergens Wealth Management LLC 45,186 $8,943k Jun 30, 2019 Jul 11, 2019
Princeton Capital Management LLC 44,678 $8,843k Jun 30, 2019 Aug 12, 2019
The Northstar Group Inc 44,428 $8,793k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 44,428 $8,793k Jun 30, 2019 Jul 12, 2019
Wells Trecaso Financial Group LLC 44,427 $8,793k Jun 30, 2019 Jul 22, 2019
Stillwater Investment Management LLC 44,149 $8,738k Jun 30, 2019 Jul 3, 2019
American Money Management LLC 43,760 $8,661k Jun 30, 2019 Aug 12, 2019
DAVY Asset Management Limited 43,376 $8,585k Jun 30, 2019 Jul 19, 2019
ALL Terrain Financial Advisors LLC 43,312 $8,572k Jun 30, 2019 Aug 14, 2019
Altium Wealth Management LLC 43,260 $8,562k Jun 30, 2019 Jul 18, 2019
Wallington Asset Management LLC 43,063 $8,523k Jun 30, 2019 Aug 13, 2019
The Rikoon Group LLC 43,065 $8,523k Jun 30, 2019 Aug 6, 2019
Ancora Family Wealth Advisors LLC 75,339 $8,517k Sep 30, 2016 Nov 4, 2016
Chelsea Counsel Company 45,852 $8,488k Jun 30, 2018 Oct 3, 2018
Wedgewood Partners Inc 42,786 $8,468k Jun 30, 2019 Aug 14, 2019
Riverpark Advisors LLC 42,786 $8,468k Jun 30, 2019 Aug 13, 2019
Staley Capital Advisers Inc 42,777 $8,466k Jun 30, 2019 Aug 9, 2019
Convergence Investment Partners LLC 42,751 $8,461k Jun 30, 2019 Jul 23, 2019
Selway Asset Management Inc 42,594 $8,430k Jun 30, 2019 Jul 30, 2019
Rockshelter Capital Management LLC 42,427 $8,397k Jun 30, 2019 Aug 14, 2019
Folger Nolan Fleming Douglas Capital Management Inc 42,412 $8,394k Jun 30, 2019 Aug 9, 2019
Madison Investment Holdings Inc 41,995 $8,312k Jun 30, 2019 Aug 13, 2019
Edgestream Partners LP 41,911 $8,295k Jun 30, 2019 Aug 8, 2019
Athena Capital Advisors LLC 41,461 $8,206k Jun 30, 2019 Aug 9, 2019
West Branch Capital LLC 41,410 $8,196k Jun 30, 2019 Aug 5, 2019
Isthmus Partners LLC 41,252 $8,165k Jun 30, 2019 Aug 9, 2019
Segment Wealth Management LLC 41,017 $8,118k Jun 30, 2019 Jul 29, 2019
DUFF & Phelps Investment Management Co 40,910 $8,097k Jun 30, 2019 Aug 2, 2019
Wespac Advisors Socal LLC 40,902 $8,095k Jun 30, 2019 Jul 30, 2019
Global Financial Private Capital LLC 40,880 $8,091k Jun 30, 2019 Aug 14, 2019
Cornell Pochily Investment Advisors Inc 40,860 $8,087k Jun 30, 2019 Jul 22, 2019
California Capital Advisors Inc 40,678 $8,051k Jun 30, 2019 Jul 15, 2019
Annex Advisory Services LLC 40,635 $8,043k Jun 30, 2019 Jul 18, 2019
Woodmont Investment Counsel LLC 40,575 $8,031k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 40,548 $8,025k Jun 30, 2019 Jul 23, 2019
Cfo4Life Group LLC 40,431 $8,002k Jun 30, 2019 Jul 29, 2019
Mccollum Christoferson Group LLC 40,415 $7,999k Jun 30, 2019 Jul 11, 2019
Arlington Financial Advisors LLC 40,401 $7,996k Jun 30, 2019 Aug 5, 2019
Alkeon Capital Management LLC 40,332 $7,983k Jun 30, 2019 Aug 14, 2019
Chartwell Investment Partners LLC 40,297 $7,976k Jun 30, 2019 Aug 19, 2019
LMR Partners LLC 40,121 $7,941k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 40,123 $7,941k Jun 30, 2019 Aug 2, 2019
Keeler Thomas Management LLC 40,032 $7,923k Jun 30, 2019 Jul 31, 2019
Verition Fund Management LLC 40,000 $7,917k Put Jun 30, 2019 Aug 14, 2019
SCP Investment LP 40,000 $7,917k Jun 30, 2019 Aug 6, 2019
Elgethun Capital Management 39,995 $7,916k Jun 30, 2019 Aug 8, 2019
Blue CHIP Wealth Management Inc 39,908 $7,899k Jun 30, 2019 Aug 13, 2019
Buckhead Capital Management LLC 39,799 $7,877k Jun 30, 2019 Aug 1, 2019
Sitrin Capital Management LLC 39,731 $7,864k Jun 30, 2019 Jul 17, 2019
Curbstone Financial Management Corporation 39,565 $7,831k Jun 30, 2019 Jul 9, 2019
NTV Asset Management LLC 39,366 $7,791k Jun 30, 2019 Jul 29, 2019
Stoneridge Investment Partners LLC 39,292 $7,777k Jun 30, 2019 Jul 29, 2019
Arrowmark Colorado Holdings LLC 39,246 $7,768k Jun 30, 2019 Aug 14, 2019
Lyons Wealth Management LLC 39,157 $7,750k Jun 30, 2019 Aug 13, 2019
Green Square Capital LLC 38,969 $7,713k Jun 30, 2019 Aug 14, 2019
JAG Capital Management LLC 38,867 $7,693k Jun 30, 2019 Jul 22, 2019
Steinberg Global Asset Management Ltd 40,431 $7,680k Mar 31, 2019 Apr 24, 2019
Altavista Wealth Management Inc 38,722 $7,664k Jun 30, 2019 Aug 13, 2019
Burleson & Company LLC 36,768 $7,664k Jun 30, 2019 Aug 5, 2019
Alley Company LLC 38,687 $7,657k Jun 30, 2019 Jul 30, 2019
Provise Management Group LLC 38,638 $7,647k Jun 30, 2019 Aug 9, 2019
Prime Capital Investment Advisors LLC 38,637 $7,647k Jun 30, 2019 Aug 6, 2019
American Research & Management Company 38,608 $7,641k Jun 30, 2019 Jul 18, 2019
Spearhead Capital Advisors LLC 38,334 $7,587k Jun 30, 2019 Jul 17, 2019
Benedict Financial Advisors Inc 38,326 $7,585k Jun 30, 2019 Aug 1, 2019
Westover Capital Advisors LLC 38,325 $7,585k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 38,227 $7,566k Jun 30, 2019 Aug 13, 2019
Terril Brothers Inc 38,167 $7,554k Jun 30, 2019 Aug 5, 2019
Chatham Capital Group Inc 38,147 $7,550k Jun 30, 2019 Jul 24, 2019
First Heartland Consultants Inc 38,084 $7,538k Jun 30, 2019 Aug 12, 2019
Hedeker Wealth LLC 38,024 $7,525k Jun 30, 2019 Jul 26, 2019
Kavar Capital Partners LLC 37,928 $7,507k Jun 30, 2019 Aug 1, 2019
Hamilton Point Investment Advisors LLC 37,843 $7,490k Jun 30, 2019 Jul 18, 2019
Benin Management Corp 37,533 $7,429k Jun 30, 2019 Jul 31, 2019
Shepherd Financial Partners LLC 37,530 $7,428k Jun 30, 2019 Aug 5, 2019
Vishria BIRD Financial Group LLC 37,368 $7,396k Jun 30, 2019 Jul 15, 2019
Mairs and Power Inc 37,200 $7,363k Jun 30, 2019 Aug 14, 2019
Broadleaf Partners LLC 36,917 $7,307k Jun 30, 2019 Jul 19, 2019
HUGH Johnson Advisors LLC 36,695 $7,263k Jun 30, 2019 Aug 6, 2019
Beech Hill Advisors Inc 36,498 $7,224k Jun 30, 2019 Jul 15, 2019
Arrowgrass Capital Partners US LP 36,500 $7,224k Put Jun 30, 2019 Aug 14, 2019
Overbrook Management Corporation 36,472 $7,219k Jun 30, 2019 Aug 13, 2019
Exchange Capital Management Inc 36,256 $7,176k Jun 30, 2019 Jul 22, 2019
Columbus Macro LLC 35,799 $7,085k Jun 30, 2019 Jul 16, 2019
Port Capital LLC 35,702 $7,066k Jun 30, 2019 Aug 14, 2019
Klingman and Associates LLC 35,689 $7,064k Jun 30, 2019 Jul 24, 2019
Howland Capital Management LLC 35,573 $7,041k Jun 30, 2019 Jul 17, 2019
Foresters Investment Management Company Inc 35,500 $7,026k Jun 30, 2019 Aug 12, 2019
Gentrust LLC 35,367 $7,000k Jun 30, 2019 Aug 2, 2019
Lyell Wealth Management LP 35,261 $6,979k Jun 30, 2019 Aug 1, 2019
Marietta Wealth Management LLC 34,973 $6,922k Jun 30, 2019 Aug 14, 2019
Seabridge Investment Advisors LLC 34,800 $6,888k Jun 30, 2019 Jul 18, 2019
Bruderman Asset Management LLC 34,402 $6,809k Jun 30, 2019 Aug 12, 2019
SOL Capital Management Co 34,281 $6,785k Jun 30, 2019 Jul 17, 2019
American Financial Advisors LLC 34,151 $6,759k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 34,151 $6,759k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 34,151 $6,759k Jun 30, 2019 Aug 12, 2019
Autus Asset Management LLC 34,014 $6,732k Jun 30, 2019 Jul 15, 2019
Eulav Asset Management 34,000 $6,729k Jun 30, 2019 Aug 5, 2019
The WEIL Company 33,913 $6,712k Jun 30, 2019 Aug 12, 2019
Vontobel Swiss Wealth Advisors AG 33,821 $6,694k Jun 30, 2019 Aug 12, 2019
JRM Investment Counsel LLC 33,653 $6,661k Jun 30, 2019 Aug 6, 2019
Morris Capital Advisors Inc 33,482 $6,627k Jun 30, 2019 Jul 15, 2019
Liberty Capital Management Inc 33,390 $6,609k Jun 30, 2019 Jul 15, 2019
Guardian Investment Management LLC 33,163 $6,563k Jun 30, 2019 Aug 16, 2019
Tufton Capital Management LLC 32,774 $6,486k Jun 30, 2019 Jul 26, 2019
Cheviot Value Management LLC 32,734 $6,479k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 32,629 $6,458k Jun 30, 2019 Aug 8, 2019
Cambria Investment Management LP 32,599 $6,452k Jun 30, 2019 Aug 12, 2019
Moloney Securities Asset Management LLC 32,573 $6,447k Jun 30, 2019 Jul 29, 2019
Mckinley Carter Wealth Services Inc 32,202 $6,373k Jun 30, 2019 Aug 2, 2019
Patton Albertson Miller Group LLC 31,620 $6,355k Jun 30, 2019 Aug 12, 2019
Spectrum Group Management LLC 31,864 $6,306k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 31,864 $6,306k Jun 30, 2019 Aug 2, 2019
DF DENT and Company Inc 31,724 $6,279k Jun 30, 2019 Aug 15, 2019
Elite Wealth Management Inc 31,533 $6,241k Jun 30, 2019 Jul 18, 2019
The Financial Consulate Inc 31,267 $6,188k Jun 30, 2019 Jul 24, 2019
Gideon Capital Advisors Inc 31,022 $6,140k Jun 30, 2019 Aug 14, 2019
GM Advisory Group Inc 30,913 $6,118k Jun 30, 2019 Aug 9, 2019
RFG Advisory LLC 30,833 $6,117k Jun 30, 2019 Aug 23, 2019
Parthenon LLC 30,891 $6,114k Jun 30, 2019 Jul 29, 2019
Meristem Family Wealth LLC 30,797 $6,095k Jun 30, 2019 Aug 6, 2019
Capital Planning Advisors LLC 30,785 $6,093k Jun 30, 2019 Aug 9, 2019
American National Registered Investment Advisor Inc 30,698 $6,076k Jun 30, 2019 Aug 5, 2019
Strategic Global Advisors LLC 30,657 $6,068k Jun 30, 2019 Aug 13, 2019
Summit X 30,346 $6,025k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 30,438 $6,024k Jun 30, 2019 Aug 13, 2019
Horizon Investment Services LLC 30,438 $6,024k Jun 30, 2019 Aug 13, 2019
Good Life Advisors LLC 30,354 $6,017k Jun 30, 2019 Aug 6, 2019
Mirador Capital Partners LP 30,197 $5,977k Jun 30, 2019 Aug 6, 2019
The O'Dell Group LLC 29,835 $5,905k Jun 30, 2019 Jul 24, 2019
Aries Wealth Management LLC 28,811 $5,884k Jun 30, 2019 Jul 15, 2019
Hollow Brook Wealth Management LLC 29,627 $5,864k Jun 30, 2019 Aug 13, 2019
Cubic Asset Management LLC 29,621 $5,863k Jun 30, 2019 Jul 29, 2019
Diligent Investors LLC 29,592 $5,857k Jun 30, 2019 Aug 1, 2019
Lourd Capital LLC 29,577 $5,854k Jun 30, 2019 Jul 11, 2019
PFG Advisors LLC 28,079 $5,833k Jun 30, 2019 Aug 5, 2019
Allied Investment Advisors LLC 29,463 $5,831k Jun 30, 2019 Jul 17, 2019
Lakeview Capital Partners LLC 29,444 $5,827k Jun 30, 2019 Aug 5, 2019
American Investment Services Inc 29,247 $5,789k Jun 30, 2019 Aug 6, 2019
Zevin Asset Management LLC 29,023 $5,744k Jun 30, 2019 Aug 6, 2019
GLG Partners LP 33,853 $5,735k Dec 31, 2017 Feb 14, 2018
Lucas Capital Management LLC 28,768 $5,694k Jun 30, 2019 Jul 29, 2019
Pagnatokarp Partners LLC 28,611 $5,663k Jun 30, 2019 Aug 8, 2019
Lincoln Capital Corporation 28,576 $5,657k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 28,576 $5,657k Jun 30, 2019 Jul 12, 2019
Cottage Street Advisors LLC 28,506 $5,642k Jun 30, 2019 Aug 2, 2019
EOS Management LP 28,385 $5,618k Jun 30, 2019 Aug 6, 2019
Foothills Asset Management Ltd 28,387 $5,618k Jun 30, 2019 Jul 17, 2019
Wealthtrust Axiom LLC 28,350 $5,611k Jun 30, 2019 Aug 7, 2019
Bell & Brown Wealth Advisors LLC 28,174 $5,576k Jun 30, 2019 Aug 6, 2019
Boston Research and Management Inc 28,100 $5,561k Jun 30, 2019 Aug 7, 2019
Tiemann Investment Advisors LLC 27,781 $5,499k Jun 30, 2019 Aug 13, 2019
Tradition Capital Management LLC 28,910 $5,491k Mar 31, 2019 May 7, 2019
Calton & Associates Inc 27,668 $5,476k Jun 30, 2019 Jul 9, 2019
Grandfield & DODD LLC 27,637 $5,470k Jun 30, 2019 Jul 29, 2019
The Bollard Group LLC 27,628 $5,468k Jun 30, 2019 Aug 13, 2019
Breiter Capital Management Inc 27,583 $5,459k Jun 30, 2019 Aug 23, 2019
Murphy Pohlad Asset Management LLC 27,459 $5,434k Jun 30, 2019 Aug 6, 2019
Brave Asset Management Inc 27,306 $5,404k Jun 30, 2019 Aug 5, 2019
Sandell Asset Management Corp 27,287 $5,401k Jun 30, 2019 Aug 14, 2019
Arjuna Capital LLC 27,203 $5,384k Jun 30, 2019 Aug 21, 2019
Gradient Capital Advisors LLC 26,259 $5,197k Jun 30, 2019 Jul 16, 2019
Neumann Capital Management LLC 26,184 $5,182k Jun 30, 2019 Jul 25, 2019
Harbour Capital Advisors LLC 26,127 $5,171k Jun 30, 2019 Jul 10, 2019
Brown Capital Management LLC 26,010 $5,148k Jun 30, 2019 Aug 13, 2019
Rossmore Private Capital LLC 25,971 $5,140k Jun 30, 2019 Aug 5, 2019
New England Private Wealth Advisors LLC 25,710 $5,098k Jun 30, 2019 Aug 8, 2019
Allen Investment Management LLC 25,537 $5,054k Jun 30, 2019 Aug 12, 2019
Security Asset Management Inc 25,465 $5,040k Jun 30, 2019 Aug 6, 2019
Colrain Capital LLC 25,467 $5,040k Jun 30, 2019 Aug 6, 2019
Quadrant Private Wealth Management LLC 25,355 $5,018k Jun 30, 2019 Aug 13, 2019
Investment Counselors of Maryland LLC 25,248 $4,997k Jun 30, 2019 Aug 5, 2019
Kingfisher Capital LLC 25,147 $4,977k Jun 30, 2019 Aug 14, 2019
Weiss Multi-Strategy Advisers LLC 25,000 $4,948k Call Jun 30, 2019 Aug 14, 2019
RAAB & Moskowitz Asset Management LLC 25,004 $4,948k Jun 30, 2019 Aug 9, 2019
Arlington Partners LLC 24,703 $4,889k Jun 30, 2019 Jul 10, 2019
Lejeune Puetz Investment Counsel 24,684 $4,886k Jun 30, 2019 Jul 29, 2019
Private Asset Management Inc 24,503 $4,850k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 24,503 $4,850k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 24,503 $4,850k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 24,503 $4,850k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 24,503 $4,850k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 24,503 $4,850k Jun 30, 2019 Aug 14, 2019
Benson Investment Management Company Inc 25,491 $4,845k Jun 30, 2019 Jul 11, 2019
Nikulski Financial Inc 23,740 $4,828k Jun 30, 2019 Jul 22, 2019
Evermay Wealth Management LLC 24,106 $4,771k Jun 30, 2019 Jul 23, 2019
Advanced Asset Management Advisors Inc 24,070 $4,764k Jun 30, 2019 Aug 2, 2019
NEXT Century Growth Investors LLC 23,824 $4,715k Jun 30, 2019 Aug 14, 2019
Thomas Story and SON LLC 23,710 $4,693k Jun 30, 2019 Jul 29, 2019
Jolley Asset Management LLC 23,643 $4,679k Jun 30, 2019 Jul 22, 2019
Valmark Advisers Inc 23,563 $4,664k Jun 30, 2019 Aug 7, 2019
Oarsman Capital Inc 23,444 $4,640k Jun 30, 2019 Aug 13, 2019
Menlo Advisors LLC 23,403 $4,631k Jun 30, 2019 Jul 17, 2019
180 Wealth Advisors LLC 22,203 $4,628k Jun 30, 2019 Aug 5, 2019
Aldebaran Financial Inc 23,240 $4,600k Jun 30, 2019 Aug 14, 2019
Bouchey Financial Group Ltd 23,234 $4,598k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 23,054 $4,563k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 23,054 $4,563k Jun 30, 2019 Jul 11, 2019
The Fiduciary Group LLC 23,045 $4,561k Jun 30, 2019 Aug 14, 2019
Northwest Investment Counselors LLC 23,003 $4,553k Jun 30, 2019 Jul 25, 2019
Oliver Luxxe Assets LLC 22,689 $4,538k Jun 30, 2019 Jul 10, 2019
DB Root & Company LLC 22,729 $4,498k Jun 30, 2019 Jul 19, 2019
Bienville Capital Management LLC 22,699 $4,493k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 22,548 $4,463k Jun 30, 2019 Aug 9, 2019
Gables Capital Management Inc 22,506 $4,458k Jun 30, 2019 Jul 31, 2019
Ifrah Financial Services Inc 22,518 $4,457k Jun 30, 2019 Aug 6, 2019
Capital Impact Advisors LLC 22,299 $4,454k Jun 30, 2019 Jul 19, 2019
FORT Point Capital Partners LLC 22,487 $4,451k Jun 30, 2019 Aug 9, 2019
Monarch Capital Management Inc 22,438 $4,441k Jun 30, 2019 Jul 31, 2019
BTC Capital Management Inc 22,338 $4,421k Jun 30, 2019 Jul 26, 2019
Dumont & Blake Investment Advisors LLC 22,297 $4,413k Jun 30, 2019 Aug 1, 2019
LGT Capital Partners USA Inc 22,265 $4,407k Jun 30, 2019 Jul 10, 2019
Clear Perspective Advisors LLC 22,104 $4,375k Jun 30, 2019 Aug 12, 2019
Marathon Trading Investment Management LLC 22,095 $4,373k Jun 30, 2019 Aug 14, 2019
Argus Investors' Counsel Inc 21,976 $4,349k Jun 30, 2019 Jul 10, 2019
The Mathes Company Inc 21,938 $4,342k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 21,118 $4,319k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 21,118 $4,319k Jun 30, 2019 Jul 29, 2019
Harwood Advisory Group LLC 21,734 $4,302k Jun 30, 2019 Aug 7, 2019
East Coast Asset Management LLC 21,660 $4,287k Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 21,625 $4,280k Jun 30, 2019 Aug 6, 2019
Canal Capital Management LLC 21,602 $4,275k Jun 30, 2019 Jul 31, 2019
Sadoff Investment Management LLC 21,568 $4,269k Jun 30, 2019 Aug 7, 2019
Trust & Investment Advisors Inc 21,497 $4,255k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 21,497 $4,255k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 21,497 $4,255k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 21,497 $4,255k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 21,497 $4,255k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 21,497 $4,255k Jun 30, 2019 Jul 30, 2019
Baldwin Investment Management LLC 21,415 $4,238k Jun 30, 2019 Aug 6, 2019
Guardian Capital Advisors LP 20,623 $4,215k Jun 30, 2019 Aug 14, 2019
Krueger & Catalano Capital Partners LLC 21,254 $4,207k Jun 30, 2019 Jul 22, 2019
Cambridge Advisors LLC 21,222 $4,200k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 21,222 $4,200k Jun 30, 2019 Jul 26, 2019
Stokes Capital Advisors LLC 21,155 $4,187k Jun 30, 2019 Jul 15, 2019
Mitchell Mcleod PUGH & Williams Inc 21,127 $4,181k Jun 30, 2019 Jul 9, 2019
DAY & Ennis LLC 21,052 $4,167k Jun 30, 2019 Aug 2, 2019
Marathon Capital Management LLC 21,023 $4,160k Jun 30, 2019 Jul 25, 2019
RDL Financial Inc 20,950 $4,146k Jun 30, 2019 Jul 17, 2019
Guild Investment Management Inc 20,636 $4,084k Jun 30, 2019 Jul 29, 2019
IRON Financial LLC 21,447 $4,074k Jun 30, 2019 Aug 2, 2019
ST Johns Investment Management Company LLC 20,446 $4,047k Jun 30, 2019 Jul 24, 2019
GAME Creek Capital LP 20,400 $4,038k Jun 30, 2019 Aug 5, 2019
Dedora Capital Inc 20,336 $4,025k Jun 30, 2019 Aug 8, 2019
Baugh & Associates LLC 20,195 $3,997k Jun 30, 2019 Jul 23, 2019
White Lighthouse Investment Management Inc 20,182 $3,994k Jun 30, 2019 Jul 31, 2019
Andesa Financial Management Inc 20,181 $3,994k Jun 30, 2019 Jul 30, 2019
PURE Financial Advisors Inc 20,097 $3,978k Jun 30, 2019 Jul 11, 2019
Chesapeake Asset Management LLC 20,001 $3,959k Jun 30, 2019 Aug 6, 2019
Needham Investment Management LLC 20,000 $3,958k Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 20,000 $3,958k Put Jun 30, 2019 Aug 14, 2019
Olstein Capital Management LP 20,000 $3,958k Jun 30, 2019 Jul 31, 2019
Poehling Capital Management Inc 19,913 $3,941k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 19,872 $3,940k Jun 30, 2019 Aug 2, 2019
EFG Asset Management Americas Corp 19,835 $3,926k Jun 30, 2019 Jul 9, 2019
Arbor Wealth Management LLC 19,832 $3,925k Jun 30, 2019 Jul 16, 2019
Stearns Financial Services Group Inc 19,745 $3,908k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 19,229 $3,806k Jun 30, 2019 Jul 26, 2019
Modera Wealth Management LLC 19,174 $3,795k Jun 30, 2019 Aug 7, 2019
LGL Partners LLC 19,158 $3,792k Jun 30, 2019 Aug 14, 2019
Nelson Roberts Investment Advisors LLC 19,130 $3,786k Jun 30, 2019 Jul 25, 2019
Confluence Wealth Management LLC 19,049 $3,770k Jun 30, 2019 Aug 9, 2019
BHK Investment Advisors LLC 19,001 $3,761k Jun 30, 2019 Aug 2, 2019
Bourgeon Capital Management LLC 18,946 $3,750k Jun 30, 2019 Jul 18, 2019
White Pine Capital LLC 18,902 $3,741k Jun 30, 2019 Aug 14, 2019
Cribstone Capital Management LLC 18,876 $3,736k Jun 30, 2019 Jul 22, 2019
ICON Advisers Inc 18,630 $3,687k Jun 30, 2019 Aug 2, 2019
Biltmore Family Office LLC 18,576 $3,677k Jun 30, 2019 Jul 31, 2019
Cahill Financial Advisors Inc 18,459 $3,654k Jun 30, 2019 Aug 14, 2019
KARP Capital Management Corporation 18,433 $3,648k Jun 30, 2019 Aug 8, 2019
Planning Directions Inc 18,429 $3,647k Jun 30, 2019 Jul 15, 2019
UNIO Capital LLC 17,696 $3,614k Jun 30, 2019 Aug 14, 2019
ETF Managers Group LLC 18,081 $3,611k Jun 30, 2019 Aug 14, 2019
Wealth Advisors of Tampa BAY LLC 18,191 $3,600k Jun 30, 2019 Jul 23, 2019
Vivaldi Capital Management LLC 18,182 $3,599k Jun 30, 2019 Aug 14, 2019
Steel Canyon Capital LLC 18,157 $3,594k Jun 30, 2019 Aug 14, 2019
Pinnacle Family Advisors LLC 17,907 $3,544k Jun 30, 2019 Aug 14, 2019
Harbor Investment Advisory LLC 17,894 $3,542k Jun 30, 2019 Jul 30, 2019
Harbor Advisory Corporation 17,894 $3,542k Jun 30, 2019 Jul 30, 2019
Foster Dykema Cabot & Co Incorporated 17,798 $3,523k Jun 30, 2019 Aug 6, 2019
AFT Forsyth and Company Inc 17,734 $3,510k Jun 30, 2019 Jul 29, 2019
Wiley Bros-Aintree Capital LLC 17,729 $3,509k Jun 30, 2019 Jul 10, 2019
LLBH Private Wealth Management LLC 17,584 $3,480k Jun 30, 2019 Aug 13, 2019
Fuller & Thaler Asset Management Inc 17,468 $3,457k Jun 30, 2019 Aug 13, 2019
Altfest L J & Co Inc 17,468 $3,457k Jun 30, 2019 Jul 15, 2019
Ballast Inc 17,456 $3,454k Jun 30, 2019 Jul 26, 2019
Searle & Co 17,400 $3,444k Jun 30, 2019 Jul 17, 2019
Family Legacy Inc 17,384 $3,441k Jun 30, 2019 Jul 25, 2019
Congress Park Capital LLC 16,566 $3,441k Jun 30, 2019 Aug 2, 2019
New England Investment & Retirement Group Inc 17,383 $3,440k Jun 30, 2019 Jul 31, 2019
Abner Herrman & Brock LLC 17,295 $3,423k Jun 30, 2019 Jul 19, 2019
Bigelow Investment Advisors LLC 17,233 $3,411k Jun 30, 2019 Jul 17, 2019
Legacy Advisors LLC 17,162 $3,397k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Corporation 17,162 $3,397k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 17,162 $3,397k Jun 30, 2019 Jul 15, 2019
ELCO Management Company LLC 17,121 $3,389k Jun 30, 2019 Aug 1, 2019
Sonata Capital Group Inc 17,096 $3,384k Jun 30, 2019 Aug 5, 2019
Wellington Shields & Co LLC 16,940 $3,353k Jun 30, 2019 Aug 8, 2019
Zevenbergen Capital Investments LLC 16,840 $3,333k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 16,737 $3,313k Jun 30, 2019 Jul 12, 2019
Independence Financial Advisors LLC 16,652 $3,296k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 16,652 $3,296k Jun 30, 2019 Aug 12, 2019
Cornerstone Capital Corp 16,630 $3,291k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 16,630 $3,291k Jun 30, 2019 Aug 14, 2019
Baker Ellis Asset Management LLC 16,419 $3,250k Jun 30, 2019 Aug 12, 2019
Boothe Investment Group Inc 16,304 $3,227k Jun 30, 2019 Jul 2, 2019
Riverbridge Partners LLC 16,287 $3,224k Jun 30, 2019 Jul 10, 2019
Hilton Capital Management LLC 16,286 $3,223k Jun 30, 2019 Aug 14, 2019
Hanseatic Management Services Inc 16,191 $3,205k Jun 30, 2019 Jul 19, 2019
Huber Financial Advisors LLC 16,130 $3,192k Jun 30, 2019 Aug 5, 2019
American Financial Network Advisory Services LLC 15,780 $3,152k Jun 30, 2019 Aug 9, 2019
Hennessy Advisors Inc 15,828 $3,133k Jun 30, 2019 Jul 11, 2019
Portland Global Advisors LLC 15,462 $3,060k Jun 30, 2019 Jul 26, 2019
Peninsula Wealth LLC 15,405 $3,048k Jun 30, 2019 Aug 2, 2019
Blackhawk Capital Partners LLC 15,393 $3,047k Jun 30, 2019 Aug 13, 2019
IMS Capital Management Inc 15,362 $3,040k Jun 30, 2019 Aug 14, 2019
Capital Insight Partners LLC 15,342 $3,036k Jun 30, 2019 Jul 9, 2019
Lombard Odier Transatlantic Limited 26,815 $3,034k Sep 30, 2016 Nov 14, 2016
Horizon Asset Management LLC 15,204 $3,009k Jun 30, 2019 Aug 14, 2019
Eagle Ridge Investment Management LLC 15,201 $3,009k Jun 30, 2019 Aug 1, 2019
New England Asset Management Inc 15,071 $2,983k Jun 30, 2019 Aug 14, 2019
Summit Financial Wealth Advisors LLC 15,026 $2,974k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 15,026 $2,974k Jun 30, 2019 Jul 16, 2019
Monetta Financial Services Inc 15,000 $2,969k Jun 30, 2019 Aug 9, 2019
Mcrae Capital Management Inc 14,970 $2,963k Jun 30, 2019 Jul 29, 2019
Daiwa SB Investments Ltd 15,590 $2,961k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 15,590 $2,961k Mar 31, 2019 Apr 18, 2019
Inspirion Wealth Advisors LLC 14,741 $2,917k Jun 30, 2019 Jul 15, 2019
Triangle Securities Wealth Management 14,560 $2,912k Jun 30, 2019 Jul 10, 2019
Camelot Portfolios LLC 14,658 $2,901k Jun 30, 2019 Jul 19, 2019
HIGH Falls Advisors Inc 14,541 $2,878k Jun 30, 2019 Aug 15, 2019
West Oak Capital LLC 14,474 $2,865k Jun 30, 2019 Jul 12, 2019
Thompson Investment Management Inc 14,385 $2,847k Jun 30, 2019 Aug 7, 2019
Stansberry Asset Management LLC 14,267 $2,824k Jun 30, 2019 Aug 14, 2019
David R RAHN & Associates Inc 14,213 $2,813k Jun 30, 2019 Jul 12, 2019
ORCA Investment Management LLC 14,039 $2,779k Jun 30, 2019 Jul 17, 2019
Hammer Asset Management LLC 13,888 $2,749k Jun 30, 2019 Aug 6, 2019
Meridian Investment Counsel Inc 13,847 $2,741k Jun 30, 2019 Aug 13, 2019
New Potomac Partners LLC 13,676 $2,707k Jun 30, 2019 Jul 26, 2019
Obermeyer WOOD Investment Counsel LLLP 13,631 $2,698k Jun 30, 2019 Aug 13, 2019
Plancorp LLC 13,605 $2,693k Jun 30, 2019 Aug 13, 2019
Ascension Asset Management LLC 13,553 $2,682k Jun 30, 2019 Jul 23, 2019
Newport Wealth Strategies Inc 13,150 $2,674k Jun 30, 2019 Jul 22, 2019
Bayesian Capital Management LP 13,499 $2,672k Jun 30, 2019 Aug 13, 2019
Wealth Alliance Advisory Group LLC 13,020 $2,672k Jun 30, 2019 Jul 17, 2019
First Pacific Advisors LP 13,300 $2,632k Jun 30, 2019 Aug 14, 2019
Barber Financial Group 13,213 $2,615k Jun 30, 2019 Aug 9, 2019
Hall Capital Management Company Inc 13,165 $2,606k Jun 30, 2019 Aug 14, 2019
Peak Financial Management Inc 13,115 $2,596k Jun 30, 2019 Aug 1, 2019
Delphi Management Inc 13,050 $2,583k Jun 30, 2019 Aug 20, 2019
Butensky & Cohen Financial Security Inc 12,959 $2,565k Jun 30, 2019 Jul 12, 2019
Tokio Marine Asset Management USA Ltd 12,942 $2,561k Jun 30, 2019 Jul 25, 2019
WSFS Capital Management LLC 12,923 $2,558k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 12,876 $2,548k Jun 30, 2019 Jul 11, 2019
Diker Management LLC 12,870 $2,547k Jun 30, 2019 Aug 14, 2019
Lenox Wealth Advisors LLC 12,839 $2,541k Jun 30, 2019 Jul 12, 2019
Penobscot Investment Management Company Inc 12,806 $2,535k Jun 30, 2019 Aug 2, 2019
Gratus Capital LLC 12,685 $2,511k Jun 30, 2019 Aug 7, 2019
American Asset Management Inc 12,529 $2,480k Jun 30, 2019 Jul 31, 2019
FORT LP 12,477 $2,469k Jun 30, 2019 Aug 13, 2019
Quantum Capital Management LLC 12,466 $2,467k Jun 30, 2019 Aug 14, 2019
Providence Wealth Advisors LLC 12,195 $2,462k Jun 30, 2019 Jul 22, 2019
ELM Advisors LLC 12,401 $2,454k Jun 30, 2019 Jul 3, 2019
STA Wealth Management LLC 12,379 $2,450k Jun 30, 2019 Aug 14, 2019
Affiance Financial LLC 12,245 $2,424k Jun 30, 2019 Jul 11, 2019
F3Logic LLC 12,178 $2,414k Jun 30, 2019 Aug 2, 2019
Harfst and Associates Inc 12,125 $2,399k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 12,070 $2,389k Jun 30, 2019 Aug 7, 2019
Northwest Wealth Management LLC 12,056 $2,386k Jun 30, 2019 Jul 23, 2019
Hollencrest Capital Management LLC 11,934 $2,362k Jun 30, 2019 Jul 18, 2019
Signature Financial Management Inc 14,898 $2,352k Dec 31, 2018 Feb 13, 2019
Profit Investment Management LLC 11,865 $2,348k Jun 30, 2019 Jul 16, 2019
MARK Sheptoff Financial Planning LLC 11,856 $2,347k Jun 30, 2019 Aug 12, 2019
Court Place Advisors LLC 11,858 $2,347k Jun 30, 2019 Jul 30, 2019
Round Table Services LLC 11,850 $2,345k Jun 30, 2019 Jul 17, 2019
Lexaurum Advisors LLC 11,516 $2,279k Jun 30, 2019 Jul 19, 2019
Tower VIEW Investment Management & Research LLC 11,496 $2,275k Jun 30, 2019 Jul 17, 2019
Northrock Partners LLC 11,271 $2,268k Jun 30, 2019 Aug 12, 2019
Castle Rock Wealth Management LLC 11,401 $2,264k Jun 30, 2019 Aug 8, 2019
Tealwood Asset Management Inc 11,363 $2,249k Jun 30, 2019 Aug 6, 2019
New England Research & Management Inc 11,294 $2,235k Jun 30, 2019 Jul 9, 2019
Neuberger Berman Breton Hill ULC 14,437 $2,225k Sep 30, 2017 Nov 3, 2017
KLCM Advisors Inc 11,233 $2,223k Jun 30, 2019 Aug 15, 2019
Scoggin Management LP 11,200 $2,217k Jun 30, 2019 Aug 14, 2019
Willow Creek Wealth Management Inc 11,078 $2,193k Jun 30, 2019 Jul 22, 2019
Dodge & COX 11,080 $2,193k Jun 30, 2019 Aug 13, 2019
LaSalle Street Capital Management LLC 10,914 $2,160k Jun 30, 2019 Aug 8, 2019
Keystone Financial Planning Inc 10,834 $2,144k Jun 30, 2019 Aug 5, 2019
Cambridge Financial Group Inc 10,785 $2,135k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group LLC 10,785 $2,135k Jun 30, 2019 Jul 29, 2019
Summit Financial LLC 10,776 $2,133k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 10,776 $2,133k Jun 30, 2019 Jul 3, 2019
Somerset Group LLC 10,730 $2,124k Jun 30, 2019 Aug 12, 2019
Bridgeworth LLC 10,726 $2,122k Jun 30, 2019 Jul 25, 2019
Stony Point Wealth Management Inc 10,388 $2,112k Jun 30, 2019 Jul 23, 2019
Pratt Collard Advisory Partners LLC 10,586 $2,095k Jun 30, 2019 Jul 16, 2019
First National Corporation 10,579 $2,094k Jun 30, 2019 Jul 22, 2019
Bigsur Wealth Management LLC 10,364 $2,089k Jun 30, 2019 Jul 5, 2019
Gyroscope Capital Management Group LLC 10,207 $2,085k Jun 30, 2019 Jul 11, 2019
Ativo Capital Management LLC 10,448 $2,068k Jun 30, 2019 Aug 14, 2019
Secrest Blakey & Associates LLC 10,383 $2,055k Jun 30, 2019 Aug 13, 2019
Unison Advisors LLC 10,305 $2,040k Jun 30, 2019 Jul 11, 2019
Sicart Associates LLC 10,290 $2,037k Jun 30, 2019 Jul 23, 2019
Fairview Capital Investment Management LLC 10,245 $2,027k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 10,105 $2,000k Jun 30, 2019 Aug 14, 2019
Dimension Capital Management LLC 10,075 $1,995k Jun 30, 2019 Aug 12, 2019
Futureadvisor Inc 18,079 $1,994k Sep 30, 2015 Nov 17, 2015
Wespac Advisors LLC 10,015 $1,982k Jun 30, 2019 Jul 23, 2019
Rodgers Brothers Inc 9,956 $1,970k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 9,936 $1,967k Jun 30, 2019 Aug 5, 2019
Carlson Capital Management LLC 9,933 $1,966k Jun 30, 2019 Jul 15, 2019
Tributary Capital Management LLC 9,905 $1,960k Jun 30, 2019 Jul 11, 2019
COE Capital Management LLC 9,752 $1,930k Jun 30, 2019 Aug 14, 2019
Mountain Capital Investment Advisors Inc 9,218 $1,926k Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 9,480 $1,921k Jun 30, 2019 Aug 16, 2019
Berkeley Capital Partners LLC 9,670 $1,914k Jun 30, 2019 Aug 8, 2019
Miles Capital Inc 9,603 $1,901k Jun 30, 2019 Aug 13, 2019
MRAZ Amerine & Associates Inc 9,600 $1,900k Jun 30, 2019 Aug 2, 2019
KCS Wealth Advisory LLC 9,425 $1,865k Jun 30, 2019 Jul 29, 2019
Wright Investors Service Inc 9,402 $1,861k Jun 30, 2019 Aug 1, 2019
Auxier Asset Management LLC 9,375 $1,855k Jun 30, 2019 Aug 15, 2019
SWS Partners LLC 8,959 $1,843k Jun 30, 2019 Aug 13, 2019
Youngs Advisory Group Inc 9,311 $1,843k Jun 30, 2019 Jul 16, 2019
Total Investment Management Inc 9,107 $1,794k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 9,107 $1,794k Jun 30, 2019 Aug 7, 2019
Retirement Capital Strategies Inc 8,969 $1,776k Jun 30, 2019 Aug 2, 2019
SSI Investment Management Inc 8,851 $1,753k Jun 30, 2019 Aug 12, 2019
Connecticut Wealth Management LLC 8,859 $1,753k Jun 30, 2019 Jul 29, 2019
Ensemble Capital Management LLC 8,781 $1,738k Jun 30, 2019 Aug 14, 2019
Dividend Assets Capital LLC 8,761 $1,734k Jun 30, 2019 Jul 12, 2019
The Retirement Planning Group Inc 8,757 $1,733k Jun 30, 2019 Jul 25, 2019
Gilman Hill Asset Management LLC 8,682 $1,718k Jun 30, 2019 Jul 17, 2019
Ellevest Inc 8,321 $1,709k Jun 30, 2019 Aug 20, 2019
Arnhold LLC 8,606 $1,703k Jun 30, 2019 Aug 8, 2019
Thomas White International Ltd 8,522 $1,687k Jun 30, 2019 Aug 13, 2019
Cooper/Haims Advisors LLC 8,507 $1,684k Jun 30, 2019 Jul 26, 2019
Private Vista LLC 8,383 $1,662k Jun 30, 2019 Jul 19, 2019
Measured Wealth Private Client Group LLC 9,300 $1,648k Jun 30, 2019 Jul 26, 2019
Drexel Morgan & Co 8,306 $1,644k Jun 30, 2019 Aug 8, 2019
Windsor Capital Management LLC 8,311 $1,644k Jun 30, 2019 Aug 2, 2019
Kynikos Associates LP 8,267 $1,636k Jun 30, 2019 Aug 14, 2019
Pinkerton Retirement Specialists LLC 8,213 $1,626k Jun 30, 2019 Aug 6, 2019
Stanley-Laman Group Ltd 8,206 $1,624k Jun 30, 2019 Aug 1, 2019
The Pacific Center FOR Financial Services 8,164 $1,616k Jun 30, 2019 Aug 15, 2019
O'Brien Wealth Partners LLC 7,890 $1,611k Jun 30, 2019 Jul 8, 2019
Mcilrath & ECK LLC 8,481 $1,611k Jun 30, 2019 Aug 8, 2019
Wellesley Investment Partners LLC 8,128 $1,608k Jun 30, 2019 Aug 5, 2019
Glynn Capital Management LLC 8,080 $1,599k Jun 30, 2019 Aug 2, 2019
CWH Capital Management Inc 8,072 $1,598k Jun 30, 2019 Aug 14, 2019
Wescap Management Group Inc 8,048 $1,592k Jun 30, 2019 Aug 6, 2019
Cadinha & Co LLC 7,939 $1,571k Jun 30, 2019 Aug 9, 2019
Lehman Financial Resources Inc 6,884 $1,554k Sep 30, 2018 Nov 14, 2018
Financial Management Inc 9,788 $1,544k Dec 31, 2018 Jan 30, 2019
Financial & Investment Management Group Ltd 9,788 $1,544k Dec 31, 2018 Jan 30, 2019
Private Management Group Inc 9,788 $1,544k Dec 31, 2018 Jan 30, 2019
Investment Management Corporation 9,788 $1,544k Dec 31, 2018 Jan 30, 2019
Osterweis Capital Management LLC 7,717 $1,527k Jun 30, 2019 Aug 14, 2019
Heritage Investment Group Inc 7,714 $1,527k Jun 30, 2019 Aug 13, 2019
Osterweis Capital Management Inc 7,717 $1,527k Jun 30, 2019 Aug 14, 2019
Heritage Financial LLC 7,714 $1,527k Jun 30, 2019 Aug 13, 2019
Platinum Investment Management Limited 7,680 $1,520k Jun 30, 2019 Aug 14, 2019
Hartwell J M Ltd Partnership 7,624 $1,509k Jun 30, 2019 Jul 31, 2019
West Chester Capital Advisors Inc 7,590 $1,502k Jun 30, 2019 Jul 30, 2019
Twin Focus Capital Partners LLC 7,581 $1,500k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 7,575 $1,499k Jun 30, 2019 Jul 15, 2019
Highland Private Wealth Management 7,556 $1,495k Jun 30, 2019 Aug 13, 2019
Fernwood Investment Management LLC 7,527 $1,490k Jun 30, 2019 Aug 1, 2019
WEIK Capital Management Inc 7,395 $1,464k Jun 30, 2019 Aug 9, 2019
Alliance Wealth Management Group LLC 7,393 $1,463k Jun 30, 2019 Aug 12, 2019
Landmark Financial Advisors LLC 7,357 $1,456k Jun 30, 2019 Aug 2, 2019
Clarkston Capital Partners LLC 7,343 $1,453k Jun 30, 2019 Jul 24, 2019
Oak Ridge Investments LLC 7,291 $1,443k Jun 30, 2019 Aug 14, 2019
The Family FIRM Inc 7,282 $1,441k Jun 30, 2019 Aug 6, 2019
North Star Asset Management Inc 7,140 $1,413k Jun 30, 2019 Aug 12, 2019
Successful Portfolios LLC 7,070 $1,399k Jun 30, 2019 Jul 11, 2019
Kelman Lazarov Inc 7,055 $1,396k Jun 30, 2019 Jul 22, 2019
Cumberland Advisors Inc 6,997 $1,385k Jun 30, 2019 Jul 11, 2019
Peavine Capital LLC 6,996 $1,385k Jun 30, 2019 Jul 24, 2019
Fluent Financial LLC 6,933 $1,372k Jun 30, 2019 Jul 29, 2019
Epstein and White Financial LLC 6,919 $1,366k Jun 30, 2019 Jul 19, 2019
Ellington Financial Management LLC 6,900 $1,366k Jun 30, 2019 Aug 14, 2019
Provident Trust Company 6,835 $1,353k Jun 30, 2019 Aug 1, 2019
Palladium Partners LLC 6,785 $1,343k Jun 30, 2019 Aug 7, 2019
Alesco Advisors LLC 6,776 $1,341k Jun 30, 2019 Aug 14, 2019
Accurate Investment Solutions Inc 6,736 $1,333k Jun 30, 2019 Jul 12, 2019
Interactive Financial Advisors Inc 6,727 $1,331k Jun 30, 2019 Jul 17, 2019
S R Schill & Associates Inc 6,632 $1,313k Jun 30, 2019 Aug 19, 2019
Acorn Wealth Advisors LLC 6,243 $1,303k Jun 30, 2019 Aug 14, 2019
Gilbert & COOK Inc 6,522 $1,291k Jun 30, 2019 Aug 5, 2019
Asset Planning Services Inc 6,518 $1,290k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 6,518 $1,290k Jun 30, 2019 Jul 17, 2019
Biegel & Waller LLC 6,506 $1,288k Jun 30, 2019 Jul 23, 2019
Cornercap Investment Counsel Inc 6,494 $1,285k Jun 30, 2019 Aug 14, 2019
Pacifica Capital Investments LLC 6,465 $1,280k Jun 30, 2019 Aug 7, 2019
Aristotle Atlantic Partners LLC 6,275 $1,242k Jun 30, 2019 Aug 13, 2019
Huntington Steele LLC 7,362 $1,235k Mar 31, 2018 Apr 18, 2018
Loudon Investment Management LLC 6,185 $1,224k Jun 30, 2019 Aug 13, 2019
Algert Global LLC 6,179 $1,223k Jun 30, 2019 Aug 14, 2019
Corsair Capital Management LP 6,151 $1,217k Jun 30, 2019 Aug 13, 2019
1st Global Advisors Inc 8,429 $1,214k Jun 30, 2017 Aug 15, 2017
Campbell Newman Asset Management Inc 6,100 $1,207k Jun 30, 2019 Jul 24, 2019
Mcadam LLC 6,095 $1,206k Jun 30, 2019 Jul 30, 2019
LONG ROAD Investment Counsel LLC 6,004 $1,188k Jun 30, 2019 Aug 9, 2019
Blankinship & Foster LLC 5,997 $1,187k Jun 30, 2019 Jul 30, 2019
Integre Asset Management LLC 5,995 $1,187k Jun 30, 2019 Aug 14, 2019
Sandhill Capital Partners LLC 5,963 $1,180k Jun 30, 2019 Aug 13, 2019
Cadence Capital Management LLC 5,911 $1,170k Jun 30, 2019 Aug 12, 2019
Doliver Capital Advisors LP 5,910 $1,170k Jun 30, 2019 Jul 25, 2019
Midwest Professional Planners Ltd 5,855 $1,159k Jun 30, 2019 Aug 12, 2019
Schulhoff & Co Inc 5,823 $1,152k Jun 30, 2019 Aug 7, 2019
Strategy Asset Managers LLC 5,759 $1,140k Jun 30, 2019 Aug 14, 2019
America First Investment Advisors LLC 5,718 $1,132k Jun 30, 2019 Jul 29, 2019
Morningstar Investment Services LLC 5,672 $1,123k Jun 30, 2019 Aug 13, 2019
Shine Investment Advisory Services Inc 5,554 $1,099k Jun 30, 2019 Jul 25, 2019
Donald L Hagan LLC 5,528 $1,094k Jun 30, 2019 Jul 18, 2019
Jackson Grant Investment Advisers Inc 5,505 $1,090k Jun 30, 2019 Aug 13, 2019
Stevens First Principles Investment Advisors 5,500 $1,089k Jun 30, 2019 Jul 22, 2019
Harborview Advisors LLC 5,494 $1,087k Jun 30, 2019 Aug 7, 2019
Paragon Wealth Strategies LLC 5,462 $1,081k Jun 30, 2019 Jul 17, 2019
Founders Financial Securities LLC 5,443 $1,077k Jun 30, 2019 Jul 22, 2019
Scharf Investments LLC 5,404 $1,070k Jun 30, 2019 Aug 13, 2019
Berkshire Money Management Inc 5,363 $1,061k Jun 30, 2019 Jul 29, 2019
Emerald Investment Partners LLC 5,212 $1,032k Jun 30, 2019 Aug 12, 2019
Bluesky Wealth Advisors LLC 5,166 $1,022k Jun 30, 2019 Aug 5, 2019
First National Bank of Omaha 5,145 $1,018k Jun 30, 2019 Jul 10, 2019
Paulson Wealth Management Inc 4,830 $1,009k Jun 30, 2019 Jul 30, 2019
Strategic Capital Advisers Inc 5,100 $1,009k Jun 30, 2019 Jul 30, 2019
Harvest Capital Management Inc 5,059 $1,001k Jun 30, 2019 Aug 7, 2019
Omnistar Financial Group Inc 5,019 $993k Jun 30, 2019 Jul 30, 2019
Litman Gregory Asset Management LLC 5,012 $992k Jun 30, 2019 Jul 31, 2019
Viking Fund Management LLC 5,000 $990k Jun 30, 2019 Jul 16, 2019
Navellier & Associates Inc 4,974 $984k Jun 30, 2019 Jul 17, 2019
Nottingham Advisors Inc 4,949 $980k Jun 30, 2019 Jul 17, 2019
Rainey & Randall Investment Management Inc 4,923 $974k Jun 30, 2019 Jul 18, 2019
Sustainable Growth Advisers LP 4,889 $968k Jun 30, 2019 Aug 12, 2019
DSC Advisors LP 4,866 $963k Jun 30, 2019 Aug 14, 2019
Insight 2811 Inc 4,695 $960k Jun 30, 2019 Jul 9, 2019
FORD Financial Group Inc 4,733 $936k Jun 30, 2019 Jul 25, 2019
Riverpoint Wealth Management Holdings LLC 4,654 $921k Jun 30, 2019 Aug 12, 2019
TLWM LLC 4,628 $921k Jun 30, 2019 Jul 12, 2019
Parker Investment Management LLC 4,637 $918k Jun 30, 2019 Aug 15, 2019
Cidel Asset Management Inc 4,609 $912k Jun 30, 2019 Aug 12, 2019
Vista Investment Management LLC 4,538 $898k Jun 30, 2019 Aug 14, 2019
Accuvest Global Advisors 4,515 $894k Jun 30, 2019 Jul 17, 2019
GSB Wealth Management LLC 4,505 $892k Jun 30, 2019 Aug 9, 2019
Stelac Advisory Services LLC 4,527 $891k Jun 30, 2019 Jul 29, 2019
Prelude Capital Management LLC 4,500 $891k Call Jun 30, 2019 Aug 14, 2019
KOPP Investment Advisors LLC 4,494 $889k Jun 30, 2019 Aug 14, 2019
Foundations Investment Advisors LLC 4,328 $885k Jun 30, 2019 Jul 8, 2019
Managed Account Services Inc 4,304 $879k Jun 30, 2019 Jul 15, 2019
Fenimore Asset Management Inc 4,414 $874k Jun 30, 2019 Jul 16, 2019
Probity Advisors Inc 4,270 $845k Jun 30, 2019 Aug 8, 2019
Monte Financial Group LLC 4,258 $843k Jun 30, 2019 Aug 7, 2019
10-15 Associates Inc 4,236 $838k Jun 30, 2019 Aug 12, 2019
HM Capital Management LLC 4,227 $837k Jun 30, 2019 Jul 24, 2019
Parkside Advisors LLC 4,171 $825k Jun 30, 2019 Jul 10, 2019
Hengehold Capital Management LLC 4,124 $816k Jun 30, 2019 Jul 23, 2019
The Rock Creek Group LP 4,121 $816k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 4,067 $805k Jun 30, 2019 Jul 12, 2019
Cahaba Wealth Management Inc 3,972 $786k Jun 30, 2019 Jul 31, 2019
Sather Financial Group Inc 3,922 $776k Jun 30, 2019 Jul 23, 2019
Wealth and Pension Services Group Inc 3,910 $774k Jun 30, 2019 Aug 15, 2019
Cutler Investment Counsel LLC 3,832 $758k Jun 30, 2019 Aug 5, 2019
Bennicas & Associates Inc 3,823 $757k Jun 30, 2019 Jul 12, 2019
Sippican Capital Advisors LLC 3,810 $754k Jun 30, 2019 Jul 17, 2019
Financial Sense Advisors Inc 3,805 $753k Jun 30, 2019 Aug 2, 2019
Stone RUN Capital LLC 3,788 $750k Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 3,766 $745k Jun 30, 2019 Aug 14, 2019
Legacy Financial Strategies LLC 3,674 $741k Jun 30, 2019 Jul 15, 2019
LBMC Investment Advisors LLC 3,721 $736k Jun 30, 2019 Jul 18, 2019
Smith & Howard Wealth Management LLC 3,661 $725k Jun 30, 2019 Jul 23, 2019
Weybosset Research & Management LLC 3,654 $723k Jun 30, 2019 Jul 22, 2019
Driehaus Capital Management LLC 3,647 $722k Jun 30, 2019 Aug 14, 2019
Copperwynd Financial LLC 3,636 $720k Jun 30, 2019 Aug 7, 2019
Midas Management Corporation 3,600 $713k Jun 30, 2019 Jul 9, 2019
Deltec Asset Management LLC 3,550 $703k Jun 30, 2019 Jul 29, 2019
Concorde Asset Management LLC 3,546 $702k Jun 30, 2019 Aug 8, 2019
Shoker Investment Counsel Inc 3,549 $702k Jun 30, 2019 Aug 9, 2019
Sovarnum Capital LP 3,500 $693k Jun 30, 2019 Aug 14, 2019
Schwartz Investment Counsel Inc 3,480 $689k Jun 30, 2019 Jul 24, 2019
Armbruster Capital Management Inc 3,482 $689k Jun 30, 2019 Jul 18, 2019
Personal Resources Investment and Strategic Management Inc 3,450 $683k Jun 30, 2019 Aug 6, 2019
Harvey Investment Company LLC 3,441 $681k Jun 30, 2019 Jul 16, 2019
Perkins Investment Management LLC 4,700 $675k Mar 31, 2017 May 15, 2017
The Ithaka Group LLC 3,360 $665k Jun 30, 2019 Aug 12, 2019
Glovista Investments LLC 3,347 $662k Jun 30, 2019 Aug 14, 2019
The Genwealth Group Inc 3,149 $638k Jun 30, 2019 Jul 10, 2019
Resource Planning Group Ltd 3,201 $634k Jun 30, 2019 Jul 18, 2019
Highvista Strategies LLC 3,200 $633k Jun 30, 2019 Aug 14, 2019
Jordan Park Group LLC 3,145 $622k Jun 30, 2019 Jul 22, 2019
SYM Financial Corporation 3,134 $620k Jun 30, 2019 Jul 29, 2019
Access Financial Services Inc 3,089 $611k Jun 30, 2019 Jul 24, 2019
Bank of Hawaii 3,050 $604k Jun 30, 2019 Aug 15, 2019
Stewardship Advisors LLC 3,011 $596k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 3,011 $596k Jun 30, 2019 Aug 12, 2019
SPC Financial Inc 3,006 $595k Jun 30, 2019 Aug 1, 2019
Harvest Management LLC 3,000 $594k Jun 30, 2019 Jul 24, 2019
TMD & Associates Inc 3,003 $594k Jun 30, 2019 Aug 9, 2019
Leonard Rickey Investment Advisors PLLC 2,986 $591k Jun 30, 2019 Jul 10, 2019
Sterling Global Strategies LLC 3,067 $583k Mar 31, 2019 May 15, 2019
Holocene Advisors LP 2,933 $580k Jun 30, 2019 Aug 14, 2019
Diversified Portfolios Inc 2,921 $578k Jun 30, 2019 Aug 13, 2019
Provident Investment Management Inc 2,844 $563k Jun 30, 2019 Aug 8, 2019
Toroso Investments LLC 2,844 $562k Jun 30, 2019 Aug 15, 2019
KWMG LLC 2,834 $561k Jun 30, 2019 Jul 10, 2019
Conservest Capital Advisors Inc 2,829 $560k Jun 30, 2019 Jul 10, 2019
Conestoga Capital Advisors LLC 2,780 $550k Jun 30, 2019 Aug 2, 2019
Fundx Investment Group LLC 2,723 $539k Jun 30, 2019 Aug 5, 2019
Peterson Wealth Advisors LLC 2,715 $537k Jun 30, 2019 Jul 15, 2019
Mcmahon Financial Advisors LLC 2,673 $529k Jun 30, 2019 Aug 6, 2019
Cornerstone Advisory LLC 2,665 $528k Jun 30, 2019 Aug 8, 2019
Malaga COVE Capital LLC 2,626 $520k Jun 30, 2019 Aug 14, 2019
Capital Investment Services of America Inc 2,618 $518k Jun 30, 2019 Jul 12, 2019
Oberweis Asset Management Inc 2,612 $517k Jun 30, 2019 Aug 14, 2019
Private Harbour Investment Management & Counsel LLC 2,614 $517k Jun 30, 2019 Aug 6, 2019
TB Alternative Assets Ltd 2,600 $515k Jun 30, 2019 Jul 16, 2019
Towerpoint Wealth LLC 2,405 $512k Jun 30, 2019 Aug 7, 2019
Albert D Mason Inc 2,583 $511k Jun 30, 2019 Jul 30, 2019
Zuckerman Investment Group LLC 2,575 $510k Jun 30, 2019 Aug 14, 2019
Wealthstar Advisors LLC 2,552 $506k Jun 30, 2019 Aug 7, 2019
Gator Capital Management LLC 3,154 $498k Dec 31, 2018 Jan 31, 2019
Uncommon Cents Investing LLC 2,514 $498k Jun 30, 2019 Jul 12, 2019
Good Harbor Financial LLC 4,501 $496k Sep 30, 2015 Nov 13, 2015
LESA Sroufe & Company Inc 2,485 $492k Jun 30, 2019 Jul 29, 2019
Wallace Capital Management Inc 2,416 $478k Jun 30, 2019 Aug 12, 2019
Cohen Capital Management Inc 2,408 $477k Jun 30, 2019 Aug 7, 2019
Emerald Mutual Fund Advisers Trust 2,313 $458k Jun 30, 2019 Jul 31, 2019
Peconic Partners LLC 2,275 $450k Jun 30, 2019 Aug 14, 2019
Matthew GOFF Investment Advisor LLC 2,256 $447k Jun 30, 2019 Aug 5, 2019
Northside Capital Management LLC 2,214 $438k Jun 30, 2019 Jul 16, 2019
Keating Investment Counselors Inc 2,186 $433k Jun 30, 2019 Aug 1, 2019
Minichmacgregor Wealth Management LLC 2,145 $432k Jun 30, 2019 Aug 5, 2019
Pzena Investment Management LLC 2,170 $429k Jun 30, 2019 Aug 2, 2019
Pring/Turner Capital Group Inc 2,715 $428k Dec 31, 2018 Feb 14, 2019
Salem Capital Management Inc 2,150 $426k Jun 30, 2019 Jul 9, 2019
Brasada Capital Management LP 2,040 $417k Jun 30, 2019 Aug 7, 2019
Gardner Russo & Gardner LLC 2,095 $415k Jun 30, 2019 Aug 13, 2019
Global Endowment Management LP 2,050 $406k Jun 30, 2019 Aug 12, 2019
ZEKE Capital Advisors LLC 2,047 $405k Jun 30, 2019 Jul 24, 2019
Santori & Peters Inc 2,014 $398k Jun 30, 2019 Jul 30, 2019
Ballew Advisors Inc 1,935 $397k Jun 30, 2019 Jul 17, 2019
Letko Brosseau & Associates Inc 2,000 $396k Jun 30, 2019 Aug 1, 2019
Aristotle Capital Management LLC 2,000 $396k Jun 30, 2019 Aug 14, 2019
Woodley Farra Manion Portfolio Management Inc 1,995 $395k Jun 30, 2019 Aug 12, 2019
Stone House Investment Management LLC 1,970 $390k Jun 30, 2019 Jul 9, 2019
Equity Investment Corporation 1,920 $380k Jun 30, 2019 Aug 5, 2019
Shakespeare Wealth Management Inc 1,910 $378k Jun 30, 2019 Aug 12, 2019
Northstar Asset Management LLC 1,900 $376k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 1,900 $376k Jun 30, 2019 Jul 16, 2019
Capital Wealth Management LLC 1,888 $373k Jun 30, 2019 Aug 12, 2019
Keeley-Teton Advisors LLC 1,866 $369k Jun 30, 2019 Aug 12, 2019
Seven Post Investment Office LP 1,850 $366k Jun 30, 2019 Aug 12, 2019
Wheatland Advisors Inc 1,845 $365k Jun 30, 2019 Aug 7, 2019
Confluence Investment Management LLC 1,817 $360k Jun 30, 2019 Jul 24, 2019
RAUB Brock Capital Management LP 1,798 $356k Jun 30, 2019 Jul 23, 2019
RICE Hall James & Associates LLC 1,792 $355k Jun 30, 2019 Aug 1, 2019
Brookmont Capital Management LLC 1,790 $354k Jun 30, 2019 Jul 18, 2019
Claraphi Advisory Network LLC 1,761 $349k Jun 30, 2019 Jul 29, 2019
Compass Capital Management Inc 1,754 $347k Jun 30, 2019 Jul 31, 2019
Coyle Financial Counsel LLC 1,750 $346k Jun 30, 2019 Aug 13, 2019
Asset Advisors Investment Management LLC 1,733 $343k Jun 30, 2019 Jul 25, 2019
Marshwinds Advisory Company 2,114 $333k Dec 31, 2018 Jan 7, 2019
Spiderrock Advisors LLC 44,000 $332k Put Jun 30, 2019 Jul 29, 2019
SMH Capital Advisors LLC 1,671 $331k Jun 30, 2019 Aug 5, 2019
DT Investment Partners LLC 1,657 $328k Jun 30, 2019 Jul 30, 2019
COHO Partners Ltd 1,627 $322k Jun 30, 2019 Aug 8, 2019
The Jentner Corporation 1,596 $316k Jun 30, 2019 Jul 16, 2019
Grace Capital 1,595 $316k Jun 30, 2019 Aug 14, 2019
Hallmark Capital Management Inc 1,560 $309k Jun 30, 2019 Aug 8, 2019
MAI Capital Management LLC 1,500 $297k Put Jun 30, 2019 Aug 15, 2019
Shufro ROSE & Co LLC 1,500 $297k Put Jun 30, 2019 Jul 24, 2019
RWWM Inc 1,472 $291k Jun 30, 2019 Aug 9, 2019
Karpas Strategies LLC 1,455 $288k Jun 30, 2019 Jul 25, 2019
Wooster Corthell Wealth Management Inc 1,447 $286k Jun 30, 2019 Jul 31, 2019
Carleon Capital Partners LLC 1,435 $284k Jun 30, 2019 Aug 13, 2019
Alpha Windward LLC 1,321 $277k Jun 30, 2019 Jul 30, 2019
Yorktown Management and Research Co Inc 1,400 $277k Jun 30, 2019 Aug 2, 2019
Payden & Rygel 1,400 $277k Jun 30, 2019 Aug 6, 2019
SRB Corporation 1,382 $274k Jun 30, 2019 Aug 14, 2019
Argyle Capital Management Inc 1,380 $273k Jun 30, 2019 Jul 25, 2019
Strid Group LLC 1,357 $269k Jun 30, 2019 Aug 2, 2019
Vista Private Wealth Partners LLC 1,268 $268k Jun 30, 2019 Aug 27, 2019
Dragon Financial and Investment Group LLC 1,184 $267k Sep 30, 2018 Oct 19, 2018
Clearbridge Investments LLC 1,669 $263k Dec 31, 2018 Feb 14, 2019
Transamerica Financial Advisors Inc 1,307 $259k Jun 30, 2019 Aug 21, 2019
Schafer Cullen Capital Management Inc 1,270 $258k Jun 30, 2019 Jul 30, 2019
Pettee Investors Inc 1,300 $257k Jun 30, 2019 Aug 7, 2019
Meyer Handelman Company LLC 1,271 $252k Jun 30, 2019 Jul 23, 2019
JMG Financial Group Ltd 1,263 $250k Jun 30, 2019 Aug 2, 2019
Eubel Brady & Suttman Asset Management Inc 1,258 $249k Jun 30, 2019 Aug 12, 2019
Shamrock Asset Management LLC 1,246 $247k Jun 30, 2019 Aug 9, 2019
Boyar Asset Management Inc 1,219 $241k Jun 30, 2019 Aug 6, 2019
Iconiq Capital LLC 1,213 $240k Jun 30, 2019 Aug 15, 2019
Armor Investment Advisors LLC 1,206 $239k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 1,206 $239k Jun 30, 2019 Aug 13, 2019
Highwater Wealth Management LLC 1,209 $239k Jun 30, 2019 Jul 18, 2019
Night OWL Capital Management LLC 1,206 $239k Jun 30, 2019 Aug 14, 2019
Cedar Wealth Management LLC 1,199 $237k Jun 30, 2019 Jul 24, 2019
TTP Investments Inc 1,142 $226k Jun 30, 2019 Aug 5, 2019
Stratford Consulting LLC 1,137 $225k Jun 30, 2019 Aug 2, 2019
Mendel Money Management Inc 1,134 $224k Jun 30, 2019 Aug 8, 2019
Gainplan LLC 1,134 $224k Jun 30, 2019 Aug 7, 2019
Hutner Capital Management Inc 1,150 $222k Jun 30, 2019 Aug 7, 2019
LEE Financial Group Hawaii Inc 1,115 $221k Jun 30, 2019 Jul 30, 2019
Weiss Asset Management LP 1,098 $217k Jun 30, 2019 Aug 14, 2019
Moneywise Inc 1,081 $214k Jun 30, 2019 Jul 17, 2019
Ironwood Investment Management LLC 1,075 $213k Jun 30, 2019 Aug 14, 2019
Mokosak Advisory Group LLC 1,062 $209k Jun 30, 2019 Jul 17, 2019
Garland Capital Management Inc 1,050 $208k Jun 30, 2019 Jul 24, 2019
van Strum & Towne Inc 1,053 $208k Jun 30, 2019 Aug 12, 2019
Horizon Investments LLC 1,034 $205k Jun 30, 2019 Aug 14, 2019
Fifth Third Securities Inc 1,029 $203k Jun 30, 2019 Jul 30, 2019
OLD West Investment Management LLC 1,000 $197k Put Jun 30, 2019 Aug 14, 2019
Beacon Capital Management Inc 921 $182k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management LLC 921 $182k Jun 30, 2019 Jul 18, 2019
Catalyst Capital Advisors LLC 869 $172k Jun 30, 2019 Aug 8, 2019
Centerstar Asset Management LLC 29,200 $164k Put Jun 30, 2019 Aug 2, 2019
Financial Advantage Inc 794 $157k Jun 30, 2019 Jul 23, 2019
Cranbrook Wealth Management LLC 741 $147k Jun 30, 2019 Aug 7, 2019
Avestar Capital LLC 700 $138k Jun 30, 2019 Aug 6, 2019
Stewart & Patten Co LLC 665 $132k Jun 30, 2019 Jul 17, 2019
Centiva Capital LP 505 $100k Jun 30, 2019 Aug 13, 2019
BSW Wealth Partners LLC 501 $99k Jun 30, 2019 Aug 13, 2019
The Central Trust Bank 470 $93k Jun 30, 2019 Jul 16, 2019
Whitener Capital Management Inc 0 $79k Call Jun 30, 2019 Aug 2, 2019
Contravisory Investment Management Inc 357 $71k Jun 30, 2019 Jul 9, 2019
Quadrant Capital Management LLC 350 $69k Jun 30, 2019 Aug 8, 2019
SNS Financial Group LLC 327 $65k Jun 30, 2019 Jul 26, 2019
Avondale Wealth Management LLC 316 $63k Jun 30, 2019 Jul 26, 2019
Dearborn Partners LLC 315 $62k Jun 30, 2019 Jul 29, 2019
Kopernik Global Investors LLC 2,700 $53k Put Jun 30, 2019 Aug 14, 2019
Oak Grove Capital LLC 3,000 $53k Call Jun 30, 2019 Aug 9, 2019
Ironwood Wealth Management LLC 265 $52k Jun 30, 2019 Aug 14, 2019
Peninsula Asset Management Inc 225 $45k Jun 30, 2019 Aug 15, 2019
Kovack International Advisors Inc 15 $34k Call Jun 30, 2019 Aug 14, 2019
Kovack Advisors Inc 15 $34k Call Jun 30, 2019 Aug 14, 2019
Boston Private Wealth LLC 160 $32k Jun 30, 2019 Jul 10, 2019
Weitz Investment Management Inc 140 $28k Jun 30, 2019 Aug 8, 2019
Copeland Capital Management LLC 110 $22k Jun 30, 2019 Jul 19, 2019
REDW Stanley Financial Advisors LLC 100 $20k Jun 30, 2019 Aug 9, 2019
Colonial Trust Advisors Inc 79 $16k Jun 30, 2019 Aug 21, 2019
Maryland Capital Management LLC 75 $15k Jun 30, 2019 Aug 13, 2019
Brookstone Capital Management LLC 19 $14k Call Jun 30, 2019 Jul 25, 2019
Thomas J Herzfeld Advisors Inc 53 $10k Jun 30, 2019 Aug 13, 2019
RB Capital Management LLC 300 $4k Call Jun 30, 2019 Aug 7, 2019
Strategic International Limited 14 $3k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 14 $3k Jun 30, 2019 Jul 29, 2019
Berkshire Capital Holdings Inc 10 $2k Jun 30, 2019 Aug 13, 2019
Partnervest Advisory Services LLC 4,000 $0k Put Jun 30, 2019 Aug 7, 2019
Bristol Advisors LLC 30,000 $0k Put Mar 31, 2019 Apr 29, 2019
Formidable Asset Management LLC 10 $0k Call Dec 31, 2018 Feb 6, 2019

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