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

BP PLC
(055622104)

Funds Reporting Holdings of BP PLC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 16,289 $679,261k Jun 30, 2019 Aug 6, 2019
Renaissance Technologies LLC 12,277,802 $511,984k Jun 30, 2019 Aug 12, 2019
Sanders Capital LLC 6,470,023 $269,800k Jun 30, 2019 Jul 23, 2019
Brandywine Global Investment Management LLC 4,802,796 $200,277k Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 1,219,177 $50,840k Jun 30, 2019 Aug 14, 2019
Brandes Investment Partners LP 978,634 $40,809k Jun 30, 2019 Aug 13, 2019
Foresters Investment Management Company Inc 893,791 $37,271k Jun 30, 2019 Aug 12, 2019
Waddell & REED Inc 850,773 $35,477k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 806,000 $33,610k Jun 30, 2019 Aug 2, 2019
Causeway Capital Management LLC 708,519 $29,545k Jun 30, 2019 Aug 14, 2019
GW&K Investment Management LLC 652,849 $27,224k Jun 30, 2019 Aug 6, 2019
Managed Account Advisors LLC 679,877 $27,168k Jun 30, 2015 Aug 14, 2015
Arosa Capital Management LP 600,000 $25,020k Call Jun 30, 2019 Aug 14, 2019
Altrinsic Global Advisors LLC 557,006 $23,227k Jun 30, 2019 Aug 14, 2019
Perkins Investment Management LLC 626,485 $21,626k Mar 31, 2017 May 15, 2017
Cambridge Investment Research Advisors Inc 496,588 $20,708k Jun 30, 2019 Aug 15, 2019
Anchor Capital Advisors LLC 440,961 $18,388k Jun 30, 2019 Aug 1, 2019
Janney Capital Management LLC 438,154 $18,271k Jun 30, 2019 Jul 29, 2019
Torray LLC 429,366 $17,905k Jun 30, 2019 Aug 8, 2019
Willis Investment Counsel Inc 416,360 $17,362k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 314,805 $13,127k Jun 30, 2019 Aug 13, 2019
Caxton Associates LP 298,142 $12,433k Jun 30, 2019 Aug 14, 2019
Global Financial Private Capital LLC 295,985 $12,343k Jun 30, 2019 Aug 14, 2019
Nikko Asset Management Americas Inc 295,070 $12,304k Jun 30, 2019 Jul 29, 2019
FORT PITT Capital Group LLC 292,481 $12,196k Jun 30, 2019 Aug 9, 2019
Cushing Asset Management LP 264,520 $11,030k Jun 30, 2019 Aug 14, 2019
Wilkins Investment Counsel Inc 262,118 $10,930k Jun 30, 2019 Aug 9, 2019
Financial Counselors Inc 226,221 $9,433k Jun 30, 2019 Aug 14, 2019
Auxier Asset Management LLC 217,104 $9,053k Jun 30, 2019 Aug 15, 2019
CCM Investment Advisers LLC 215,387 $8,981k Jun 30, 2019 Aug 5, 2019
Clifford SWAN Investment Counsel LLC 200,914 $8,378k Jun 30, 2019 Aug 13, 2019
Hourglass Capital LLC 200,562 $8,363k Jun 30, 2019 Aug 12, 2019
Guardian Capital LP 190,505 $7,944k Jun 30, 2019 Aug 14, 2019
SNOW Capital Management LP 185,964 $7,755k Jun 30, 2019 Aug 13, 2019
Kempner Capital Management Inc 181,185 $7,555k Jun 30, 2019 Jul 8, 2019
Castleark Alternatives LLC 174,865 $7,292k Jun 30, 2019 Aug 13, 2019
Meridian Wealth Management LLC 16,657 $6,945k Jun 30, 2019 Jul 19, 2019
Palouse Capital Management Inc 166,246 $6,932k Jun 30, 2019 Aug 6, 2019
SKBA Capital Management LLC 159,000 $6,630k Jun 30, 2019 Aug 12, 2019
Yorktown Management and Research Co Inc 150,000 $6,255k Jun 30, 2019 Aug 2, 2019
Pacific Heights Asset Management LLC 150,000 $6,255k Jun 30, 2019 Jul 23, 2019
Castleark Management LLC 139,495 $5,817k Jun 30, 2019 Aug 13, 2019
Lehman Financial Resources Inc 125,876 $5,802k Sep 30, 2018 Nov 14, 2018
Welch & Forbes LLC 135,383 $5,646k Jun 30, 2019 Jul 12, 2019
USCA RIA LLC 125,213 $5,221k Jun 30, 2019 Aug 14, 2019
Hennessy Advisors Inc 119,600 $4,987k Jun 30, 2019 Jul 11, 2019
Kovitz Investment Group Partners LLC 117,425 $4,897k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 109,344 $4,560k Jun 30, 2019 Jul 15, 2019
Pacer Advisors Inc 108,941 $4,543k Jun 30, 2019 Aug 12, 2019
Carnick & Kubik Group LLC 101,926 $4,250k Jun 30, 2019 Jul 30, 2019
Cohen & Steers Capital Management Inc 103,859 $4,062k Mar 31, 2015 May 15, 2015
Sentry Investment Management LLC 91,997 $3,836k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 91,997 $3,836k Jun 30, 2019 Aug 12, 2019
The Burney Company 91,946 $3,834k Jun 30, 2019 Aug 12, 2019
Chartwell Investment Partners LLC 85,000 $3,544k Jun 30, 2019 Aug 19, 2019
Adams Diversified Equity Fund Inc 80,800 $3,369k Jun 30, 2019 Jul 29, 2019
1919 Investment Counsel LLC 74,249 $3,264k Sep 30, 2014 Nov 14, 2014
Tocqueville Asset Management LP 77,544 $3,234k Jun 30, 2019 Jul 31, 2019
Nicholas Investment Partners LP 76,189 $3,177k Jun 30, 2019 Aug 9, 2019
Thomas White International Ltd 71,555 $2,984k Jun 30, 2019 Aug 13, 2019
Baugh & Associates LLC 67,872 $2,830k Jun 30, 2019 Jul 23, 2019
Smith Asset Management Group LP 67,058 $2,796k Jun 30, 2019 Aug 15, 2019
Fluent Financial LLC 66,517 $2,774k Jun 30, 2019 Jul 29, 2019
BECK Capital Management LLC 65,765 $2,742k Jun 30, 2019 Aug 14, 2019
TODD Asset Management LLC 65,580 $2,735k Jun 30, 2019 Aug 6, 2019
LESA Sroufe & Company Inc 63,301 $2,640k Jun 30, 2019 Jul 29, 2019
Azimuth Capital Management LLC 62,945 $2,625k Jun 30, 2019 Aug 13, 2019
Viking Fund Management LLC 62,500 $2,606k Jun 30, 2019 Jul 16, 2019
Bank of Hawaii 60,406 $2,519k Jun 30, 2019 Aug 15, 2019
Butensky & Cohen Financial Security Inc 57,486 $2,397k Jun 30, 2019 Jul 12, 2019
Bridgewater Associates LP 57,339 $2,391k Jun 30, 2019 Aug 13, 2019
Marathon Capital Management LLC 55,854 $2,329k Jun 30, 2019 Jul 25, 2019
Chatham Capital Group Inc 52,949 $2,208k Jun 30, 2019 Jul 24, 2019
Argyle Capital Management Inc 51,079 $2,130k Jun 30, 2019 Jul 25, 2019
Meridian Investment Counsel Inc 50,512 $2,106k Jun 30, 2019 Aug 13, 2019
WP Advisors LLC 49,986 $2,084k Jun 30, 2019 Jul 23, 2019
LEE Danner & BASS Inc 49,551 $2,066k Jun 30, 2019 Jul 30, 2019
The Caprock Group Inc 48,701 $2,031k Jun 30, 2019 Jul 23, 2019
Greatmark Investment Partners Inc 46,666 $1,946k Jun 30, 2019 Aug 5, 2019
Westover Capital Advisors LLC 46,582 $1,942k Jun 30, 2019 Aug 13, 2019
BKD Wealth Advisors LLC 46,177 $1,925k Jun 30, 2019 Jul 10, 2019
Bramshill Investments LLC 44,777 $1,867k Jun 30, 2019 Aug 14, 2019
Monarch Capital Management Inc 42,776 $1,784k Jun 30, 2019 Jul 31, 2019
Venturi Wealth Management LLC 41,340 $1,724k Jun 30, 2019 Aug 7, 2019
DUFF & Phelps Investment Management Co 40,769 $1,698k Jun 30, 2019 Aug 2, 2019
BLB & B Advisors LLC 39,659 $1,654k Jun 30, 2019 Jul 29, 2019
Level Four Advisory Services LLC 39,653 $1,653k Jun 30, 2019 Aug 14, 2019
Darrell & King LLC 39,495 $1,647k Jun 30, 2019 Aug 15, 2019
Wrapmanager Inc 37,672 $1,571k Jun 30, 2019 Jul 31, 2019
Investment Counsel Inc 38,581 $1,551k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 38,581 $1,551k Jun 30, 2019 Jul 29, 2019
Woodstock Corporation 36,935 $1,540k Jun 30, 2019 Jul 3, 2019
Acorn Advisory Capital LP 36,500 $1,522k Jun 30, 2019 Aug 13, 2019
NWAM LLC 35,849 $1,495k Jun 30, 2019 Jul 18, 2019
Kavar Capital Partners LLC 35,135 $1,465k Jun 30, 2019 Aug 1, 2019
Shufro ROSE & Co LLC 35,143 $1,465k Jun 30, 2019 Jul 24, 2019
Oxbow Advisors LLC 34,400 $1,434k Jun 30, 2019 Aug 7, 2019
CWA Asset Management Group LLC 34,322 $1,431k Jun 30, 2019 Aug 13, 2019
Capital Investment Counsel Inc 34,268 $1,429k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 34,268 $1,429k Jun 30, 2019 Jul 26, 2019
Prelude Capital Management LLC 33,617 $1,402k Jun 30, 2019 Aug 14, 2019
Cornerstone Investment Partners LLC 32,711 $1,364k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 32,711 $1,364k Jun 30, 2019 Jul 19, 2019
Family Management Corporation 32,210 $1,343k Jun 30, 2019 Aug 14, 2019
North Star Investment Management Corporation 32,125 $1,340k Jun 30, 2019 Jul 15, 2019
Cetera Investment Advisers LLC 32,065 $1,335k Jun 30, 2019 Aug 12, 2019
First Manhattan Co 31,045 $1,294k Jun 30, 2019 Aug 16, 2019
Ativo Capital Management LLC 30,729 $1,281k Jun 30, 2019 Aug 14, 2019
Wellington Shields Capital Management LLC 30,587 $1,275k Jun 30, 2019 Aug 8, 2019
Monetary Management Group Inc 30,261 $1,262k Jun 30, 2019 Aug 13, 2019
Sequoia Financial Advisors LLC 29,950 $1,249k Jun 30, 2019 Jul 31, 2019
Infrastructure Capital Advisors LLC 29,000 $1,220k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 39,820 $1,217k Sep 30, 2015 Nov 16, 2015
Bayesian Capital Management LP 29,048 $1,211k Jun 30, 2019 Aug 13, 2019
Goelzer Investment Management Inc 28,639 $1,194k Jun 30, 2019 Jul 29, 2019
Confluence Investment Management LLC 28,490 $1,188k Jun 30, 2019 Jul 24, 2019
Legacy Capital Partners Inc 27,083 $1,129k Jun 30, 2019 Jul 16, 2019
Waters Parkerson & Co LLC 26,947 $1,124k Jun 30, 2019 Aug 6, 2019
Williams Jones & Associates LLC 26,922 $1,123k Jun 30, 2019 Aug 14, 2019
West Chester Capital Advisors Inc 26,769 $1,116k Jun 30, 2019 Jul 30, 2019
Wealth Advisors Group LLC 26,743 $1,115k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 26,743 $1,115k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 26,743 $1,115k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 26,743 $1,115k Jun 30, 2019 Aug 7, 2019
The Fiduciary Group LLC 26,394 $1,101k Jun 30, 2019 Aug 14, 2019
Mengis Capital Management Inc 25,490 $1,062k Jun 30, 2019 Jul 18, 2019
HIGH Pointe Capital Management LLC 25,160 $1,049k Jun 30, 2019 Aug 12, 2019
Grandfield & DODD LLC 24,761 $1,033k Jun 30, 2019 Jul 29, 2019
IHT Wealth Management LLC 24,593 $1,025k Jun 30, 2019 Aug 12, 2019
HCR Wealth Advisors 24,536 $1,023k Jun 30, 2019 Jul 25, 2019
Kovack Advisors Inc 24,070 $1,004k Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 24,070 $1,004k Jun 30, 2019 Aug 14, 2019
Buckingham Asset Management LLC 24,086 $1,004k Jun 30, 2019 Aug 5, 2019
KCS Wealth Advisory LLC 23,720 $989k Jun 30, 2019 Jul 29, 2019
Buckhead Capital Management LLC 23,115 $964k Jun 30, 2019 Aug 1, 2019
Shoker Investment Counsel Inc 22,846 $952k Jun 30, 2019 Aug 9, 2019
Aristotle Atlantic Partners LLC 22,800 $951k Jun 30, 2019 Aug 13, 2019
Carnegie Capital Asset Management LLC 22,478 $937k Jun 30, 2019 Jul 24, 2019
Wealthplan Partners Inc 25,160 $936k Jun 30, 2019 Aug 19, 2019
Premier Asset Management LLC 22,285 $929k Jun 30, 2019 Aug 7, 2019
Beach Investment Management LLC 22,040 $919k Jun 30, 2019 Jul 17, 2019
Barber Financial Group 21,467 $895k Jun 30, 2019 Aug 9, 2019
Cahill Financial Advisors Inc 21,363 $891k Jun 30, 2019 Aug 14, 2019
Boston Advisors LLC 20,922 $872k Jun 30, 2019 Jul 30, 2019
Mairs and Power Inc 20,694 $863k Jun 30, 2019 Aug 14, 2019
AULL & Monroe Investment Management Corp 20,282 $846k Jun 30, 2019 Jul 29, 2019
Savant Capital LLC 19,917 $831k Jun 30, 2019 Aug 6, 2019
BOYS Arnold & Company Inc 19,227 $802k Jun 30, 2019 Aug 1, 2019
Wellington Shields & Co LLC 19,210 $801k Jun 30, 2019 Aug 8, 2019
Dumont & Blake Investment Advisors LLC 18,500 $771k Jun 30, 2019 Aug 1, 2019
Wealth Alliance Advisory Group LLC 18,806 $765k Jun 30, 2019 Jul 17, 2019
Karpas Strategies LLC 17,940 $748k Jun 30, 2019 Jul 25, 2019
Institute FOR Wealth Management LLC 17,504 $730k Jun 30, 2019 Aug 2, 2019
Interocean Capital LLC 17,196 $717k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 16,944 $707k Jun 30, 2019 Aug 12, 2019
Cornerstone Capital Corp 16,807 $701k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 16,807 $701k Jun 30, 2019 Aug 14, 2019
Prime Capital Investment Advisors LLC 16,524 $689k Jun 30, 2019 Aug 6, 2019
Calton & Associates Inc 15,981 $666k Jun 30, 2019 Jul 9, 2019
Palladium Partners LLC 15,857 $661k Jun 30, 2019 Aug 7, 2019
Bigsur Wealth Management LLC 15,509 $653k Jun 30, 2019 Jul 5, 2019
Rossmore Private Capital LLC 14,900 $621k Jun 30, 2019 Aug 5, 2019
Moloney Securities Asset Management LLC 14,523 $606k Jun 30, 2019 Jul 29, 2019
Osborne Partners Capital Management LLC 14,254 $594k Jun 30, 2019 Jul 18, 2019
Marietta Investment Partners LLC 13,997 $584k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 13,979 $583k Jun 30, 2019 Aug 2, 2019
Ancora Family Wealth Advisors LLC 16,095 $566k Sep 30, 2016 Nov 4, 2016
Duncker Streett & Co LLC 13,109 $547k Jun 30, 2019 Jul 24, 2019
Plancorp LLC 13,117 $547k Jun 30, 2019 Aug 13, 2019
Excalibur Management Corp 12,800 $534k Jun 30, 2019 Jul 26, 2019
Beech Hill Advisors Inc 12,750 $532k Jun 30, 2019 Jul 15, 2019
Wealthtrust Axiom LLC 12,717 $530k Jun 30, 2019 Aug 7, 2019
Frontier Wealth Management LLC 12,642 $527k Jun 30, 2019 Aug 16, 2019
UNIO Capital LLC 12,590 $525k Jun 30, 2019 Aug 14, 2019
Homrich & BERG Inc 12,563 $524k Jun 30, 2019 Aug 5, 2019
Mitchell Capital Management Co 12,559 $524k Jun 30, 2019 Jul 24, 2019
Morgens Waterfall Vintiadis & Company Inc 12,532 $523k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 12,492 $521k Jun 30, 2019 Aug 7, 2019
Choate Investment Advisors LLC 12,473 $520k Jun 30, 2019 Aug 14, 2019
Wedgewood Partners Inc 12,425 $518k Jun 30, 2019 Aug 14, 2019
Sanders Morris Harris LLC 12,174 $510k Jun 30, 2019 Jul 10, 2019
Prospera Financial Services Inc 12,270 $509k Jun 30, 2019 Aug 14, 2019
ARS Investment Partners LLC 12,100 $505k Jun 30, 2019 Aug 12, 2019
KMS Financial Services Inc 11,321 $498k Sep 30, 2014 Nov 17, 2014
Howland Capital Management LLC 11,924 $497k Jun 30, 2019 Jul 17, 2019
Traynor Capital Management Inc 11,743 $494k Jun 30, 2019 Jul 26, 2019
Heritage Financial LLC 11,845 $494k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 11,845 $494k Jun 30, 2019 Aug 13, 2019
Klingenstein Fields & Co LLC 11,648 $486k Jun 30, 2019 Aug 12, 2019
Clearstead Advisors LLC 11,664 $486k Jun 30, 2019 Aug 8, 2019
Malaga COVE Capital LLC 11,545 $481k Jun 30, 2019 Aug 14, 2019
Kiley Juergens Wealth Management LLC 11,514 $480k Jun 30, 2019 Jul 11, 2019
FORT Point Capital Partners LLC 11,426 $476k Jun 30, 2019 Aug 9, 2019
RFG Advisory LLC 11,436 $475k Jun 30, 2019 Aug 23, 2019
Good Life Advisors LLC 11,259 $473k Jun 30, 2019 Aug 6, 2019
KLCM Advisors Inc 11,306 $471k Jun 30, 2019 Aug 15, 2019
Winslow Asset Management Inc 11,208 $467k Jun 30, 2019 Jul 29, 2019
Douglass Winthrop Advisors LLC 11,159 $465k Jun 30, 2019 Jul 10, 2019
ACG Wealth Inc 11,084 $462k Jun 30, 2019 Aug 6, 2019
Bridgecreek Investment Management LLC 10,850 $452k Jun 30, 2019 Aug 14, 2019
Altfest L J & Co Inc 10,741 $448k Jun 30, 2019 Jul 15, 2019
Tiedemann Advisors LLC 10,622 $444k Jun 30, 2019 Aug 13, 2019
Strategic Financial Group LLC 10,586 $441k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 10,586 $441k Jun 30, 2019 Jul 29, 2019
STA Wealth Management LLC 10,545 $440k Jun 30, 2019 Aug 14, 2019
DEAN Capital Management LLC 10,500 $438k Jun 30, 2019 Aug 12, 2019
Baker Ellis Asset Management LLC 10,510 $438k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 10,500 $438k Jun 30, 2019 Aug 12, 2019
Private Vista LLC 10,384 $434k Jun 30, 2019 Jul 19, 2019
Cfo4Life Group LLC 10,383 $433k Jun 30, 2019 Jul 29, 2019
Texas Yale Capital Corp 10,291 $429k Jun 30, 2019 Jul 24, 2019
Beese Fulmer Investment Management Inc 10,134 $423k Jun 30, 2019 Jul 5, 2019
Oarsman Capital Inc 10,114 $422k Jun 30, 2019 Aug 13, 2019
B Riley Wealth Management Inc 10,020 $418k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 10,000 $417k Jun 30, 2019 Jul 15, 2019
SNS Financial Group LLC 9,873 $412k Jun 30, 2019 Jul 26, 2019
Cohen Capital Management Inc 9,832 $410k Jun 30, 2019 Aug 7, 2019
Kayne Anderson Rudnick Investment Management LLC 9,811 $409k Jun 30, 2019 Aug 14, 2019
Meristem Family Wealth LLC 9,723 $405k Jun 30, 2019 Aug 6, 2019
Elgethun Capital Management 9,662 $403k Jun 30, 2019 Aug 8, 2019
Ashfield Capital Partners LLC 9,614 $401k Jun 30, 2019 Jul 29, 2019
RNC Capital Management LLC 9,478 $395k Jun 30, 2019 Jul 25, 2019
Berkeley Capital Partners LLC 9,434 $393k Jun 30, 2019 Aug 8, 2019
Carret Asset Management LLC 9,389 $392k Jun 30, 2019 Aug 12, 2019
Keating Investment Counselors Inc 9,300 $388k Jun 30, 2019 Aug 1, 2019
Harvest Capital Management Inc 9,122 $380k Jun 30, 2019 Aug 7, 2019
Joel Isaacson & Co LLC 8,942 $373k Jun 30, 2019 Jul 11, 2019
The Rikoon Group LLC 8,786 $366k Jun 30, 2019 Aug 6, 2019
Granite Investment Partners LLC 8,762 $365k Jun 30, 2019 Aug 7, 2019
Ausdal Financial Partners Inc 9,122 $365k Jun 30, 2019 Aug 5, 2019
Granite Financial Partners LLC 8,762 $365k Jun 30, 2019 Aug 7, 2019
Seven Eight Capital LP 8,605 $359k Jun 30, 2019 Aug 12, 2019
American Research & Management Company 8,521 $355k Jun 30, 2019 Jul 18, 2019
BEL AIR Investment Advisors LLC 8,400 $353k Sep 30, 2013 Nov 12, 2013
Lejeune Puetz Investment Counsel 8,366 $349k Jun 30, 2019 Jul 29, 2019
The WEIL Company 8,364 $349k Jun 30, 2019 Aug 12, 2019
Brown Advisory Securities LLC 8,342 $349k Jun 30, 2019 Aug 12, 2019
180 Wealth Advisors LLC 8,947 $349k Jun 30, 2019 Aug 5, 2019
Grace Capital 8,295 $346k Jun 30, 2019 Aug 14, 2019
Successful Portfolios LLC 8,020 $334k Jun 30, 2019 Jul 11, 2019
Dividend Assets Capital LLC 7,993 $333k Jun 30, 2019 Jul 12, 2019
Woodley Farra Manion Portfolio Management Inc 7,864 $328k Jun 30, 2019 Aug 12, 2019
Marco Investment Management LLC 7,590 $317k Jun 30, 2019 Aug 6, 2019
Lakeview Capital Partners LLC 7,379 $308k Jun 30, 2019 Aug 5, 2019
Folger Nolan Fleming Douglas Capital Management Inc 7,367 $307k Jun 30, 2019 Aug 9, 2019
Sigma Investment Counselors Inc 7,231 $302k Jun 30, 2019 Jul 23, 2019
Providence Wealth Advisors LLC 6,983 $297k Jun 30, 2019 Jul 22, 2019
ELM Advisors LLC 6,982 $291k Jun 30, 2019 Jul 3, 2019
Janus Capital Management LLC 8,300 $287k Mar 31, 2017 May 16, 2017
BECK MACK & Oliver LLC 6,645 $277k Jun 30, 2019 Aug 13, 2019
Provise Management Group LLC 6,568 $274k Jun 30, 2019 Aug 9, 2019
Crawford Investment Counsel Inc 6,535 $273k Jun 30, 2019 Aug 12, 2019
Nicholas Hoffman & Company LLC 6,239 $260k Jun 30, 2019 Aug 12, 2019
Douglas Lane & Associates LLC 6,122 $255k Jun 30, 2019 Jul 8, 2019
Valmark Advisers Inc 6,086 $254k Jun 30, 2019 Aug 7, 2019
Miles Capital Inc 6,010 $251k Jun 30, 2019 Aug 13, 2019
Brave Asset Management Inc 5,957 $248k Jun 30, 2019 Aug 5, 2019
Evanson Asset Management LLC 5,928 $247k Jun 30, 2019 Jul 11, 2019
First Foundation Advisors 5,803 $242k Jun 30, 2019 Aug 14, 2019
Murphy Capital Management Inc 5,745 $239k Jun 30, 2019 Jul 22, 2019
REDW Stanley Financial Advisors LLC 5,651 $236k Jun 30, 2019 Aug 9, 2019
Morningstar Investment Services LLC 5,635 $235k Jun 30, 2019 Aug 13, 2019
Steinberg Global Asset Management Ltd 5,275 $231k Mar 31, 2019 Apr 24, 2019
North American Management Corp 5,399 $225k Jun 30, 2019 Jul 30, 2019
PRIO Wealth Limited Partnership 5,321 $221k Jun 30, 2019 Jul 18, 2019
Eagle Global Advisors LLC 5,299 $221k Jun 30, 2019 Aug 13, 2019
Andesa Financial Management Inc 5,115 $213k Jun 30, 2019 Jul 30, 2019
Gardner Russo & Gardner LLC 5,099 $213k Jun 30, 2019 Aug 13, 2019
Rodgers Brothers Inc 4,913 $205k Jun 30, 2019 Aug 14, 2019
Epstein and White Financial LLC 4,870 $205k Jun 30, 2019 Jul 19, 2019
Guardian Capital Advisors LP 4,900 $202k Jun 30, 2019 Aug 14, 2019
Schulhoff & Co Inc 4,836 $201k Jun 30, 2019 Aug 7, 2019
ALL Terrain Financial Advisors LLC 4,832 $201k Jun 30, 2019 Aug 14, 2019
Wespac Advisors Socal LLC 4,796 $199k Jun 30, 2019 Jul 30, 2019
Spectrum Group Management LLC 4,597 $192k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 4,597 $192k Jun 30, 2019 Aug 2, 2019
Barrett Asset Management LLC 4,171 $174k Jun 30, 2019 Aug 5, 2019
Cambridge Financial Group LLC 3,709 $155k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group Inc 3,709 $155k Jun 30, 2019 Jul 29, 2019
First National Corporation 3,675 $153k Jun 30, 2019 Jul 22, 2019
Plante Moran Financial Advisors LLC 2,386 $99k Jun 30, 2019 Aug 13, 2019
Mcilrath & ECK LLC 2,232 $98k Jun 30, 2019 Aug 8, 2019
Concorde Asset Management LLC 1,937 $81k Jun 30, 2019 Aug 8, 2019
Larson Financial Group LLC 1,549 $65k Jun 30, 2019 Jul 16, 2019
Global Trust Asset Management LLC 19,823 $61k Jun 30, 2019 Jul 23, 2019
Clear Perspective Advisors LLC 1,350 $56k Jun 30, 2019 Aug 12, 2019
Cornerstone Wealth Management LLC 1,280 $53k Jun 30, 2019 Aug 2, 2019
South Texas Money Management Ltd 1,207 $51k Jun 30, 2019 Jul 2, 2019
RPG Investment Advisory LLC 1,175 $49k Jun 30, 2019 Jul 10, 2019
Hilton Capital Management LLC 1,000 $42k Jun 30, 2019 Aug 14, 2019
The Central Trust Bank 928 $39k Jun 30, 2019 Jul 16, 2019
Accurate Investment Solutions Inc 931 $39k Jun 30, 2019 Jul 12, 2019
Hexavest Inc 884 $37k Jun 30, 2019 Jul 10, 2019
BRAY Capital Advisors LLC 813 $34k Jun 30, 2019 Jul 29, 2019
Nelson Roberts Investment Advisors LLC 792 $33k Jun 30, 2019 Jul 25, 2019
Horan Securities Inc 669 $28k Jun 30, 2019 Jul 24, 2019
The Pacific Center FOR Financial Services 650 $27k Jun 30, 2019 Aug 15, 2019
Litman Gregory Asset Management LLC 530 $22k Jun 30, 2019 Jul 31, 2019
Summit Financial LLC 500 $21k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 500 $21k Jun 30, 2019 Jul 3, 2019
MARK Sheptoff Financial Planning LLC 500 $21k Jun 30, 2019 Aug 12, 2019
Payden & Rygel 459 $19k Jun 30, 2019 Aug 6, 2019
Gables Capital Management Inc 466 $19k Jun 30, 2019 Jul 31, 2019
Ellevest Inc 396 $17k Jun 30, 2019 Aug 20, 2019
Autus Asset Management LLC 213 $9k Jun 30, 2019 Jul 15, 2019
Cribstone Capital Management LLC 101 $4k Jun 30, 2019 Jul 22, 2019
Centerstar Asset Management LLC 4,300 $4k Put Jun 30, 2019 Aug 2, 2019
Cranbrook Wealth Management LLC 82 $3k Jun 30, 2019 Aug 7, 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.