Bank of America Corp.
(060505104)
Funds Reporting Holdings of Bank of America Corp. according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Shapiro Capital Management LLC | 4,515,020 | $130,935,580k | Jun 30, 2019 | Aug 14, 2019 | |
Rmsincerbeaux Capital Management LLC | 190,192 | $5,515,568k | Jun 30, 2019 | Aug 9, 2019 | |
Dodge & COX | 115,004,685 | $3,335,136k | Jun 30, 2019 | Aug 13, 2019 | |
Cantab Capital Partners LLP | 51,117 | $1,295,000k | Sep 30, 2017 | Nov 14, 2017 | |
Sanders Capital LLC | 24,858,471 | $797,049k | Jun 30, 2019 | Jul 23, 2019 | |
New England Asset Management Inc | 22,751,400 | $659,791k | Jun 30, 2019 | Aug 14, 2019 | |
Artisan Partners Limited Partnership | 20,741,666 | $601,508k | Jun 30, 2019 | Aug 9, 2019 | |
Aristotle Capital Management LLC | 18,674,444 | $541,559k | Jun 30, 2019 | Aug 14, 2019 | |
Pzena Investment Management LLC | 14,704,525 | $426,431k | Jun 30, 2019 | Aug 2, 2019 | |
First Pacific Advisors LP | 13,934,990 | $404,115k | Jun 30, 2019 | Aug 14, 2019 | |
Brandywine Global Investment Management LLC | 12,353,560 | $358,254k | Jun 30, 2019 | Aug 14, 2019 | |
Darsana Capital Partners LP | 12,000,000 | $348,000k | Jun 30, 2019 | Aug 14, 2019 | |
Hotchkis and Wiley Capital Management LLC | 11,802,213 | $342,264k | Jun 30, 2019 | Aug 14, 2019 | |
Steadfast Capital Management LP | 11,662,693 | $338,218k | Jun 30, 2019 | Aug 14, 2019 | |
Investec Asset Management Limited | 648,507 | $334,622k | Jun 30, 2019 | Jul 30, 2019 | |
OZ Management LP | 10,621,375 | $308,020k | Jun 30, 2019 | Aug 16, 2019 | |
Value Financial Advisers Inc | 9,467,030 | $274,544k | Jun 30, 2019 | Aug 13, 2019 | |
International Value Advisers LLC | 9,467,030 | $274,544k | Jun 30, 2019 | Aug 13, 2019 | |
Mackenzie Financial Corporation | 8,208,250 | $238,039k | Jun 30, 2019 | Aug 23, 2019 | |
Mackenzie Investments Corporation | 8,208,250 | $238,039k | Jun 30, 2019 | Aug 23, 2019 | |
Hosking Partners LLP | 7,590,019 | $220,111k | Jun 30, 2019 | Aug 13, 2019 | |
Panagora Asset Management Inc | 7,175,679 | $208,095k | Jun 30, 2019 | Aug 9, 2019 | |
Rothschild & Co Asset Management US Inc | 4,555,848 | $132,119k | Jun 30, 2019 | Jul 25, 2019 | |
Quattro Advisors LLC | 4,100 | $120,540k | Jun 30, 2019 | Jul 26, 2019 | |
Quattro Financial Advisors LLC | 4,100 | $120,540k | Jun 30, 2019 | Jul 26, 2019 | |
Hexavest Inc | 4,058,604 | $117,700k | Jun 30, 2019 | Jul 10, 2019 | |
Letko Brosseau & Associates Inc | 4,039,601 | $117,148k | Jun 30, 2019 | Aug 1, 2019 | |
Focused Investors LLC | 3,706,200 | $107,480k | Jun 30, 2019 | Jul 16, 2019 | |
Causeway Capital Management LLC | 3,572,917 | $103,615k | Jun 30, 2019 | Aug 14, 2019 | |
Schafer Cullen Capital Management Inc | 3,469,815 | $102,186k | Jun 30, 2019 | Jul 30, 2019 | |
Westfield Capital Management Company LP | 3,427,007 | $99,383k | Jun 30, 2019 | Aug 13, 2019 | |
Hermes Investment Management Limited | 3,284,039 | $92,577k | Jun 30, 2018 | Jul 24, 2018 | |
RE Advisers Corporation | 3,107,960 | $90,131k | Jun 30, 2019 | Aug 12, 2019 | |
Smead Capital Management Inc | 3,027,591 | $87,800k | Jun 30, 2019 | Jul 26, 2019 | |
Manikay Partners LLC | 3,000,000 | $87,000k | Jun 30, 2019 | Aug 14, 2019 | |
Polar Capital LLP | 2,485,000 | $72,065k | Jun 30, 2019 | Aug 14, 2019 | |
Waddell & REED Inc | 2,485,015 | $72,065k | Jun 30, 2019 | Aug 14, 2019 | |
Foresters Investment Management Company Inc | 2,213,547 | $64,193k | Jun 30, 2019 | Aug 12, 2019 | |
Miller Value Partners LLC | 2,171,909 | $62,985k | Jun 30, 2019 | Aug 14, 2019 | |
Douglas Lane & Associates LLC | 2,171,764 | $62,981k | Jun 30, 2019 | Jul 8, 2019 | |
Kovitz Investment Group Partners LLC | 2,087,102 | $60,525k | Jun 30, 2019 | Aug 14, 2019 | |
Clark Capital Management Group Inc | 2,069,342 | $60,011k | Jun 30, 2019 | Jul 12, 2019 | |
The Magnolia Group LLC | 2,069,000 | $60,001k | Jun 30, 2019 | Jul 30, 2019 | |
Janus Capital Management LLC | 2,423,130 | $57,161k | Mar 31, 2017 | May 16, 2017 | |
SNOW Capital Management LP | 1,933,633 | $56,075k | Jun 30, 2019 | Aug 13, 2019 | |
Schwerin Boyle Capital Management Inc | 1,915,660 | $55,554k | Jun 30, 2019 | Aug 13, 2019 | |
Sadoff Investment Management LLC | 1,705,629 | $49,463k | Jun 30, 2019 | Aug 7, 2019 | |
Poplar Forest Capital LLC | 1,692,002 | $49,068k | Jun 30, 2019 | Aug 2, 2019 | |
PRIO Wealth Limited Partnership | 1,683,838 | $48,831k | Jun 30, 2019 | Jul 18, 2019 | |
Seizert Capital Partners LLC | 1,674,214 | $48,552k | Jun 30, 2019 | Aug 6, 2019 | |
Meridian Wealth Management LLC | 167,344 | $48,530k | Jun 30, 2019 | Jul 19, 2019 | |
Tocqueville Asset Management LP | 1,586,147 | $45,998k | Jun 30, 2019 | Jul 31, 2019 | |
TODD Asset Management LLC | 1,510,479 | $43,804k | Jun 30, 2019 | Aug 6, 2019 | |
NWQ Investment Management Company LLC | 1,507,117 | $43,706k | Jun 30, 2019 | Aug 14, 2019 | |
Frontier Wealth Management LLC | 1,423,322 | $41,276k | Jun 30, 2019 | Aug 16, 2019 | |
Bristol Gate Capital Partners Inc | 1,343,125 | $38,948k | Jun 30, 2019 | Aug 14, 2019 | |
Adams Diversified Equity Fund Inc | 1,325,500 | $38,440k | Jun 30, 2019 | Jul 29, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 1,323,903 | $38,393k | Jun 30, 2019 | Aug 13, 2019 | |
Lourd Capital LLC | 1,197,075 | $34,715k | Jun 30, 2019 | Jul 11, 2019 | |
Birch Hill Investment Advisors LLC | 1,183,240 | $34,314k | Jun 30, 2019 | Jul 22, 2019 | |
Capwealth Advisors LLC | 1,143,142 | $33,151k | Jun 30, 2019 | Aug 13, 2019 | |
Teewinot Capital Advisers LLC | 1,136,016 | $32,944k | Jun 30, 2019 | Aug 15, 2019 | |
RWC Asset Management LLP | 1,065,374 | $30,897k | Jun 30, 2019 | Aug 13, 2019 | |
Gillespie Robinson & Grimm Inc | 1,064,441 | $30,869k | Jun 30, 2019 | Jul 22, 2019 | |
Williams Jones & Associates LLC | 1,062,089 | $30,801k | Jun 30, 2019 | Aug 14, 2019 | |
Payden & Rygel | 1,050,100 | $30,453k | Jun 30, 2019 | Aug 6, 2019 | |
Waters Parkerson & Co LLC | 1,035,117 | $30,018k | Jun 30, 2019 | Aug 6, 2019 | |
ICON Advisers Inc | 972,767 | $28,210k | Jun 30, 2019 | Aug 2, 2019 | |
Avalon Advisors LLC | 972,684 | $28,208k | Jun 30, 2019 | Aug 14, 2019 | |
Atalanta Sosnoff Capital LLC | 959,964 | $27,839k | Jun 30, 2019 | Jul 15, 2019 | |
Dupont Capital Management Corp | 921,376 | $26,720k | Jun 30, 2019 | Jul 30, 2019 | |
Nippon Life Global Investors Americas Inc | 918,580 | $26,638k | Jun 30, 2019 | Jul 23, 2019 | |
Pacer Advisors Inc | 856,523 | $24,839k | Jun 30, 2019 | Aug 12, 2019 | |
Trillium Asset Management LLC | 851,703 | $24,699k | Jun 30, 2019 | Aug 8, 2019 | |
Welch & Forbes LLC | 830,485 | $24,084k | Jun 30, 2019 | Jul 12, 2019 | |
GFS Advisors LLC | 810,452 | $23,503k | Jun 30, 2019 | Aug 1, 2019 | |
Smith Asset Management Group LP | 807,434 | $23,416k | Jun 30, 2019 | Aug 15, 2019 | |
Twin Capital Management Inc | 754,172 | $21,871k | Jun 30, 2019 | Aug 1, 2019 | |
Torray LLC | 751,372 | $21,790k | Jun 30, 2019 | Aug 8, 2019 | |
Gabalex Capital Management LLC | 750,000 | $21,750k | Jun 30, 2019 | Aug 1, 2019 | |
Cambridge Investment Research Advisors Inc | 728,609 | $21,130k | Jun 30, 2019 | Aug 15, 2019 | |
Abner Herrman & Brock LLC | 714,846 | $20,731k | Jun 30, 2019 | Jul 19, 2019 | |
Gabelli Funds LLC | 701,500 | $20,344k | Jun 30, 2019 | Aug 2, 2019 | |
Impax Asset Management LLC | 695,400 | $19,603k | Jun 30, 2018 | Aug 14, 2018 | |
Impax Asset Management Ltd | 695,400 | $19,603k | Jun 30, 2018 | Aug 14, 2018 | |
Golub Group LLC | 672,214 | $19,494k | Jun 30, 2019 | Aug 13, 2019 | |
Madison Investment Holdings Inc | 655,604 | $19,013k | Jun 30, 2019 | Aug 13, 2019 | |
Davidson Investment Advisors Inc | 646,506 | $18,749k | Jun 30, 2019 | Aug 13, 2019 | |
Cullen Capital Management LLC | 644,400 | $18,688k | Jun 30, 2019 | Jul 30, 2019 | |
Sandhill Capital Partners LLC | 623,020 | $18,068k | Jun 30, 2019 | Aug 13, 2019 | |
Highland Capital Management LLC | 619,369 | $17,962k | Jun 30, 2019 | Jul 29, 2019 | |
Cornerstone Advisors Inc | 627,300 | $17,307k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Advisors LLC | 627,300 | $17,307k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Investment Advisors LLC | 627,300 | $17,307k | Mar 31, 2019 | May 13, 2019 | |
Terril Brothers Inc | 573,462 | $16,630k | Jun 30, 2019 | Aug 5, 2019 | |
Markston International LLC | 573,081 | $16,619k | Jun 30, 2019 | Aug 6, 2019 | |
Advisors Capital Management LLC | 572,766 | $16,610k | Jun 30, 2019 | Aug 15, 2019 | |
Sentry Investment Management LLC | 551,488 | $15,993k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 551,488 | $15,993k | Jun 30, 2019 | Aug 12, 2019 | |
Stieven Capital Advisors LP | 528,700 | $15,332k | Jun 30, 2019 | Aug 9, 2019 | |
Sandler Capital Management | 500,000 | $14,500k | Jun 30, 2019 | Aug 14, 2019 | |
Renaissance Technologies LLC | 498,066 | $14,444k | Jun 30, 2019 | Aug 12, 2019 | |
Grassi Investment Management LLC | 491,200 | $14,245k | Jun 30, 2019 | Jul 10, 2019 | |
Vestor Capital LLC | 482,524 | $13,993k | Jun 30, 2019 | Aug 6, 2019 | |
TDAM USA Inc | 477,479 | $13,847k | Jun 30, 2019 | Aug 1, 2019 | |
Regentatlantic Capital LLC | 468,302 | $13,581k | Jun 30, 2019 | Jul 23, 2019 | |
Alpha Cubed Investments LLC | 455,897 | $13,221k | Jun 30, 2019 | Jul 19, 2019 | |
Endurance Wealth Management Inc | 455,227 | $13,202k | Jun 30, 2019 | Jul 30, 2019 | |
Interocean Capital LLC | 442,985 | $12,847k | Jun 30, 2019 | Aug 13, 2019 | |
Front Barnett Associates LLC | 441,710 | $12,810k | Jun 30, 2019 | Aug 6, 2019 | |
Badgley Phelps and Bell Inc | 424,460 | $12,309k | Jun 30, 2019 | Jul 30, 2019 | |
Cohen & Steers Capital Management Inc | 773,100 | $11,898k | Mar 31, 2015 | May 15, 2015 | |
Miracle MILE Advisors LLC | 406,507 | $11,789k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Partners LLC | 403,987 | $11,716k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 403,987 | $11,716k | Jun 30, 2019 | Aug 6, 2019 | |
KLCM Advisors Inc | 397,966 | $11,541k | Jun 30, 2019 | Aug 15, 2019 | |
Locust WOOD Capital Advisers LLC | 395,589 | $11,472k | Jun 30, 2019 | Jul 24, 2019 | |
Martin Investment Management LLC | 379,485 | $11,005k | Jun 30, 2019 | Aug 7, 2019 | |
Premia Global Advisors LLC | 362,445 | $10,510k | Jun 30, 2019 | Aug 13, 2019 | |
Eagle Ridge Investment Management LLC | 359,193 | $10,417k | Jun 30, 2019 | Aug 1, 2019 | |
Premier Asset Management LLC | 353,317 | $10,246k | Jun 30, 2019 | Aug 7, 2019 | |
Thompson Investment Management Inc | 353,001 | $10,237k | Jun 30, 2019 | Aug 7, 2019 | |
QS Investors LLC | 348,983 | $10,121k | Jun 30, 2019 | Aug 14, 2019 | |
Maltese Capital Management LLC | 346,200 | $10,040k | Jun 30, 2019 | Aug 14, 2019 | |
Stevens Capital Management LP | 345,259 | $10,013k | Jun 30, 2019 | Jul 31, 2019 | |
Auxier Asset Management LLC | 341,676 | $9,909k | Jun 30, 2019 | Aug 15, 2019 | |
Stanley Capital Management LLC | 340,242 | $9,867k | Jun 30, 2019 | Aug 14, 2019 | |
Appleton Partners Inc | 338,817 | $9,826k | Jun 30, 2019 | Jul 25, 2019 | |
Affinity Investment Advisors LLC | 336,332 | $9,754k | Jun 30, 2019 | Aug 8, 2019 | |
CCM Investment Advisers LLC | 324,703 | $9,416k | Jun 30, 2019 | Aug 5, 2019 | |
Taylor Wealth Management Partners LLC | 309,257 | $8,968k | Jun 30, 2019 | Jul 17, 2019 | |
Rockshelter Capital Management LLC | 303,859 | $8,812k | Jun 30, 2019 | Aug 14, 2019 | |
Dowling & Yahnke LLC | 303,067 | $8,789k | Jun 30, 2019 | Jul 22, 2019 | |
Azimuth Capital Management LLC | 302,912 | $8,784k | Jun 30, 2019 | Aug 13, 2019 | |
Northpointe Capital LLC | 301,795 | $8,752k | Jun 30, 2019 | Jul 26, 2019 | |
Cohen Klingenstein LLC | 297,664 | $8,632k | Jun 30, 2019 | Jul 15, 2019 | |
BAHL & Gaynor Inc | 297,533 | $8,628k | Jun 30, 2019 | Aug 12, 2019 | |
Calamos Wealth Management LLC | 292,715 | $8,489k | Jun 30, 2019 | Aug 7, 2019 | |
Lehman Financial Resources Inc | 287,912 | $8,481k | Sep 30, 2018 | Nov 14, 2018 | |
Wallington Asset Management LLC | 288,347 | $8,362k | Jun 30, 2019 | Aug 13, 2019 | |
OFI Advisors LLC | 524,581 | $8,173k | Sep 30, 2015 | Nov 16, 2015 | |
Salem Capital Management Inc | 280,141 | $8,124k | Jun 30, 2019 | Jul 9, 2019 | |
6 Meridian LLC | 279,094 | $8,094k | Jun 30, 2019 | Jul 12, 2019 | |
Chilton Capital Management LLC | 275,052 | $7,977k | Jun 30, 2019 | Aug 13, 2019 | |
Brandes Investment Partners LP | 274,146 | $7,950k | Jun 30, 2019 | Aug 13, 2019 | |
Pacific Global Investment Management Co | 272,402 | $7,900k | Jun 30, 2019 | Aug 14, 2019 | |
Arlington Value Capital LLC | 267,880 | $7,769k | Jun 30, 2019 | Aug 14, 2019 | |
Shikiar Asset Management Inc | 260,314 | $7,549k | Jun 30, 2019 | Jul 25, 2019 | |
Kempner Capital Management Inc | 257,766 | $7,475k | Jun 30, 2019 | Jul 8, 2019 | |
Apriem Advisors | 257,229 | $7,460k | Jun 30, 2019 | Aug 14, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 256,659 | $7,443k | Jun 30, 2019 | Aug 14, 2019 | |
Greatmark Investment Partners Inc | 256,517 | $7,439k | Jun 30, 2019 | Aug 5, 2019 | |
Edgemoor Investment Advisors Inc | 254,692 | $7,386k | Jun 30, 2019 | Aug 9, 2019 | |
SCP Investment LP | 250,000 | $7,250k | Jun 30, 2019 | Aug 6, 2019 | |
Westbourne Investment Advisors Inc | 247,510 | $7,178k | Jun 30, 2019 | Jul 22, 2019 | |
Asset Management Advisors Inc | 247,085 | $7,165k | Jun 30, 2019 | Jul 26, 2019 | |
Asset Management Advisors LLC | 247,085 | $7,165k | Jun 30, 2019 | Jul 26, 2019 | |
The Bollard Group LLC | 246,942 | $7,161k | Jun 30, 2019 | Aug 13, 2019 | |
Fagan Associates Inc | 240,126 | $6,964k | Jun 30, 2019 | Jul 12, 2019 | |
RPG Investment Advisory LLC | 229,466 | $6,680k | Jun 30, 2019 | Jul 10, 2019 | |
Dudley & Shanley Inc | 229,300 | $6,650k | Jun 30, 2019 | Jul 10, 2019 | |
Channing Capital Management LLC | 228,644 | $6,631k | Jun 30, 2019 | Aug 14, 2019 | |
Strategic Global Advisors LLC | 220,265 | $6,388k | Jun 30, 2019 | Aug 13, 2019 | |
FSI Group LLC | 220,114 | $6,383k | Jun 30, 2019 | Jul 25, 2019 | |
Searle & Co | 205,460 | $5,958k | Jun 30, 2019 | Jul 17, 2019 | |
Matthew GOFF Investment Advisor LLC | 204,983 | $5,945k | Jun 30, 2019 | Aug 5, 2019 | |
Vishria BIRD Financial Group LLC | 202,560 | $5,874k | Jun 30, 2019 | Jul 15, 2019 | |
Crystal Rock Capital Management LLC | 202,400 | $5,870k | Jun 30, 2019 | Aug 9, 2019 | |
Formidable Asset Management LLC | 236,260 | $5,822k | Dec 31, 2018 | Feb 6, 2019 | |
Mendon Capital Advisors Corp | 200,000 | $5,800k | Jun 30, 2019 | Aug 13, 2019 | |
HGI Capital Management LLC | 200,003 | $5,800k | Jun 30, 2019 | Jul 26, 2019 | |
Boston Private Wealth LLC | 193,058 | $5,599k | Jun 30, 2019 | Jul 10, 2019 | |
Sheaff Brock Investment Advisors LLC | 192,237 | $5,575k | Jun 30, 2019 | Jul 31, 2019 | |
Radin Capital Partners Inc | 191,400 | $5,551k | Jun 30, 2019 | Jul 23, 2019 | |
Guardian Investment Management LLC | 190,000 | $5,510k | Jun 30, 2019 | Aug 16, 2019 | |
Meridian Investment Counsel Inc | 189,696 | $5,501k | Jun 30, 2019 | Aug 13, 2019 | |
Everence Capital Management Inc | 188,750 | $5,474k | Jun 30, 2019 | Aug 2, 2019 | |
Flippin Bruce & Porter Inc | 187,745 | $5,445k | Jun 30, 2019 | Aug 6, 2019 | |
Hollow Brook Wealth Management LLC | 185,897 | $5,391k | Jun 30, 2019 | Aug 13, 2019 | |
Montag A & Associates Inc | 185,843 | $5,389k | Jun 30, 2019 | Aug 6, 2019 | |
Lyell Wealth Management LP | 185,233 | $5,372k | Jun 30, 2019 | Aug 1, 2019 | |
Westend Advisors LLC | 183 | $5,307k | Jun 30, 2019 | Jul 23, 2019 | |
Boyar Asset Management Inc | 182,601 | $5,295k | Jun 30, 2019 | Aug 6, 2019 | |
1919 Investment Counsel LLC | 307,855 | $5,249k | Sep 30, 2014 | Nov 14, 2014 | |
Wealth Enhancement Advisory Services LLC | 171,898 | $5,246k | Jun 30, 2019 | Aug 2, 2019 | |
Carret Asset Management LLC | 180,835 | $5,244k | Jun 30, 2019 | Aug 12, 2019 | |
Eulav Asset Management | 180,000 | $5,220k | Jun 30, 2019 | Aug 5, 2019 | |
Hedeker Wealth LLC | 176,159 | $5,108k | Jun 30, 2019 | Jul 26, 2019 | |
Prime Capital Investment Advisors LLC | 172,561 | $5,004k | Jun 30, 2019 | Aug 6, 2019 | |
Sanders Morris Harris LLC | 168,973 | $4,946k | Jun 30, 2019 | Jul 10, 2019 | |
GWM Advisors LLC | 170,281 | $4,938k | Jun 30, 2019 | Aug 5, 2019 | |
Jolley Asset Management LLC | 168,662 | $4,891k | Jun 30, 2019 | Jul 22, 2019 | |
Carnick & Kubik Group LLC | 168,499 | $4,886k | Jun 30, 2019 | Jul 30, 2019 | |
Menlo Advisors LLC | 167,185 | $4,848k | Jun 30, 2019 | Jul 17, 2019 | |
Nepsis Inc | 166,227 | $4,823k | Jun 30, 2019 | Jul 22, 2019 | |
Tufton Capital Management LLC | 165,980 | $4,813k | Jun 30, 2019 | Jul 26, 2019 | |
Oxbow Advisors LLC | 165,505 | $4,800k | Jun 30, 2019 | Aug 7, 2019 | |
Baugh & Associates LLC | 165,263 | $4,793k | Jun 30, 2019 | Jul 23, 2019 | |
GAME Creek Capital LP | 164,250 | $4,763k | Jun 30, 2019 | Aug 5, 2019 | |
Beech Hill Advisors Inc | 164,133 | $4,760k | Jun 30, 2019 | Jul 15, 2019 | |
USCA RIA LLC | 161,810 | $4,692k | Jun 30, 2019 | Aug 14, 2019 | |
FFCM LLC | 160,583 | $4,657k | Jun 30, 2019 | Jul 30, 2019 | |
Woodstock Corporation | 159,889 | $4,637k | Jun 30, 2019 | Jul 3, 2019 | |
Convergence Investment Partners LLC | 159,004 | $4,611k | Jun 30, 2019 | Jul 23, 2019 | |
Bourgeon Capital Management LLC | 157,140 | $4,557k | Jun 30, 2019 | Jul 18, 2019 | |
SOL Capital Management Co | 155,265 | $4,503k | Jun 30, 2019 | Jul 17, 2019 | |
Regent Investment Management LLC | 155,048 | $4,496k | Jun 30, 2019 | Jul 15, 2019 | |
Seabridge Investment Advisors LLC | 153,939 | $4,464k | Jun 30, 2019 | Jul 18, 2019 | |
Gibraltar Capital Management Inc | 152,246 | $4,415k | Jun 30, 2019 | Jul 17, 2019 | |
Campbell Newman Asset Management Inc | 152,000 | $4,408k | Jun 30, 2019 | Jul 24, 2019 | |
Merriman Wealth Management LLC | 14,982 | $4,408k | Jun 30, 2019 | Jul 31, 2019 | |
Monetta Financial Services Inc | 150,000 | $4,350k | Jun 30, 2019 | Aug 9, 2019 | |
Redwood Capital Management LLC | 150,000 | $4,350k | Jun 30, 2019 | Aug 14, 2019 | |
Garnet Equity Capital Holdings Inc | 150,000 | $4,350k | Jun 30, 2019 | Jul 15, 2019 | |
American Financial Advisors Inc | 147,906 | $4,289k | Jun 30, 2019 | Aug 12, 2019 | |
American Trust Investment Advisors LLC | 147,906 | $4,289k | Jun 30, 2019 | Aug 12, 2019 | |
American Financial Advisors LLC | 147,906 | $4,289k | Jun 30, 2019 | Aug 12, 2019 | |
Institute FOR Wealth Management LLC | 147,537 | $4,279k | Jun 30, 2019 | Aug 2, 2019 | |
First Manhattan Co | 147,234 | $4,269k | Jun 30, 2019 | Aug 16, 2019 | |
Conning Inc | 147,126 | $4,267k | Jun 30, 2019 | Jul 25, 2019 | |
S & Co Inc | 142,514 | $4,133k | Jun 30, 2019 | Jul 23, 2019 | |
Perella Weinberg Partners Capital Management LP | 140,363 | $4,071k | Jun 30, 2019 | Jul 22, 2019 | |
North Star Investment Management Corporation | 139,642 | $4,050k | Jun 30, 2019 | Jul 15, 2019 | |
Palouse Capital Management Inc | 136,631 | $3,962k | Jun 30, 2019 | Aug 6, 2019 | |
Spearhead Capital Advisors LLC | 135,848 | $3,940k | Jun 30, 2019 | Jul 17, 2019 | |
Manatuck Hill Partners LLC | 135,637 | $3,933k | Jun 30, 2019 | Aug 14, 2019 | |
Chatham Capital Group Inc | 135,065 | $3,917k | Jun 30, 2019 | Jul 24, 2019 | |
Wealth Alliance Advisory Group LLC | 133,995 | $3,915k | Jun 30, 2019 | Jul 17, 2019 | |
Mengis Capital Management Inc | 134,582 | $3,902k | Jun 30, 2019 | Jul 18, 2019 | |
Argyle Capital Management Inc | 133,368 | $3,868k | Jun 30, 2019 | Jul 25, 2019 | |
Cleararc Capital Inc | 132,764 | $3,850k | Jun 30, 2019 | Aug 7, 2019 | |
Cadence Capital Management LLC | 132,707 | $3,849k | Jun 30, 2019 | Aug 12, 2019 | |
Hoylecohen LLC | 132,704 | $3,848k | Jun 30, 2019 | Aug 9, 2019 | |
Gables Capital Management Inc | 132,386 | $3,842k | Jun 30, 2019 | Jul 31, 2019 | |
Richard Bernstein Advisors LLC | 131,020 | $3,799k | Jun 30, 2019 | Aug 9, 2019 | |
Sawtooth Solutions LLC | 128,324 | $3,721k | Jun 30, 2019 | Aug 8, 2019 | |
Sequoia Financial Advisors LLC | 127,983 | $3,712k | Jun 30, 2019 | Jul 31, 2019 | |
LEE Financial Group Hawaii Inc | 127,202 | $3,689k | Jun 30, 2019 | Jul 30, 2019 | |
Marco Investment Management LLC | 124,148 | $3,600k | Jun 30, 2019 | Aug 6, 2019 | |
Advanced Asset Management Advisors Inc | 123,800 | $3,590k | Jun 30, 2019 | Aug 2, 2019 | |
Bingham Osborn & Scarborough LLC | 121,012 | $3,509k | Jun 30, 2019 | Aug 2, 2019 | |
YCG LLC | 119,108 | $3,499k | Jun 30, 2019 | Jul 23, 2019 | |
Neumann Capital Management LLC | 115,575 | $3,352k | Jun 30, 2019 | Jul 25, 2019 | |
Joel Isaacson & Co LLC | 115,444 | $3,348k | Jun 30, 2019 | Jul 11, 2019 | |
Gabelli & Company Investment Advisers Inc | 115,229 | $3,342k | Jun 30, 2019 | Aug 2, 2019 | |
10-15 Associates Inc | 113,605 | $3,295k | Jun 30, 2019 | Aug 12, 2019 | |
Ziegler Capital Management LLC | 237,943 | $3,284k | Sep 30, 2013 | Nov 6, 2013 | |
Personal Capital Advisors Corporation | 111,958 | $3,247k | Jun 30, 2019 | Aug 14, 2019 | |
Middleton & Company Inc | 111,620 | $3,237k | Jun 30, 2019 | Jul 25, 2019 | |
Polaris Greystone Financial Group LLC | 109,221 | $3,213k | Jun 30, 2019 | Jul 25, 2019 | |
Pecaut & Co | 109,051 | $3,162k | Jun 30, 2019 | Aug 8, 2019 | |
Capital Planning Advisors LLC | 107,140 | $3,107k | Jun 30, 2019 | Aug 9, 2019 | |
Financial Counselors Inc | 106,833 | $3,098k | Jun 30, 2019 | Aug 14, 2019 | |
Global Financial Private Capital LLC | 106,600 | $3,091k | Jun 30, 2019 | Aug 14, 2019 | |
Murphy Capital Management Inc | 106,482 | $3,087k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Advisors LLC | 105,237 | $3,051k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 105,237 | $3,051k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 105,237 | $3,051k | Jun 30, 2019 | Jul 22, 2019 | |
Neuberger Berman Breton Hill ULC | 119,468 | $3,027k | Sep 30, 2017 | Nov 3, 2017 | |
Oarsman Capital Inc | 103,894 | $3,013k | Jun 30, 2019 | Aug 13, 2019 | |
Pointstate Capital LP | 103,400 | $2,999k | Jun 30, 2019 | Aug 14, 2019 | |
Graticule Asia Macro Advisors LLC | 100,000 | $2,900k | Call | Jun 30, 2019 | Aug 14, 2019 |
ST Johns Investment Management Company LLC | 99,925 | $2,898k | Jun 30, 2019 | Jul 24, 2019 | |
Capital Insight Partners LLC | 98,494 | $2,856k | Jun 30, 2019 | Jul 9, 2019 | |
Gideon Capital Advisors Inc | 98,085 | $2,844k | Jun 30, 2019 | Aug 14, 2019 | |
LMR Partners LLC | 97,254 | $2,820k | Jun 30, 2019 | Aug 14, 2019 | |
DUFF & Phelps Investment Management Co | 96,745 | $2,806k | Jun 30, 2019 | Aug 2, 2019 | |
Levin Capital Strategies LP | 95,962 | $2,783k | Jun 30, 2019 | Aug 13, 2019 | |
Homrich & BERG Inc | 95,861 | $2,780k | Jun 30, 2019 | Aug 5, 2019 | |
Clearstead Advisors LLC | 95,576 | $2,772k | Jun 30, 2019 | Aug 8, 2019 | |
Stillwater Investment Management LLC | 92,168 | $2,673k | Jun 30, 2019 | Jul 3, 2019 | |
Legacy Capital Partners Inc | 91,522 | $2,654k | Jun 30, 2019 | Jul 16, 2019 | |
RAAB & Moskowitz Asset Management LLC | 91,153 | $2,643k | Jun 30, 2019 | Aug 9, 2019 | |
FRED Alger Management Inc | 90,434 | $2,623k | Jun 30, 2019 | Aug 14, 2019 | |
Wellington Shields Capital Management LLC | 89,163 | $2,586k | Jun 30, 2019 | Aug 8, 2019 | |
Elgethun Capital Management | 88,769 | $2,574k | Jun 30, 2019 | Aug 8, 2019 | |
HIGH Pointe Capital Management LLC | 86,800 | $2,517k | Jun 30, 2019 | Aug 12, 2019 | |
Buckingham Asset Management LLC | 86,205 | $2,500k | Jun 30, 2019 | Aug 5, 2019 | |
GHP Investment Advisors Inc | 85,753 | $2,487k | Jun 30, 2019 | Aug 2, 2019 | |
Provise Management Group LLC | 85,604 | $2,483k | Jun 30, 2019 | Aug 9, 2019 | |
Oliver Luxxe Assets LLC | 84,932 | $2,480k | Jun 30, 2019 | Jul 10, 2019 | |
Athena Capital Advisors LLC | 83,455 | $2,420k | Jun 30, 2019 | Aug 9, 2019 | |
The Central Trust Bank | 82,814 | $2,402k | Jun 30, 2019 | Jul 16, 2019 | |
Dynamic Advisor Solutions LLC | 82,575 | $2,395k | Jun 30, 2019 | Aug 13, 2019 | |
HCR Wealth Advisors | 80,606 | $2,338k | Jun 30, 2019 | Jul 25, 2019 | |
Congress Park Capital LLC | 75,731 | $2,330k | Jun 30, 2019 | Aug 2, 2019 | |
Hennessy Advisors Inc | 80,000 | $2,320k | Jun 30, 2019 | Jul 11, 2019 | |
Checchi Capital Advisers LLC | 79,272 | $2,299k | Jun 30, 2019 | Aug 6, 2019 | |
Terra NOVA Asset Management LLC | 92,729 | $2,285k | Dec 31, 2018 | Feb 15, 2019 | |
Cetera Investment Advisers LLC | 78,267 | $2,272k | Jun 30, 2019 | Aug 12, 2019 | |
Carnegie Capital Asset Management LLC | 78,137 | $2,266k | Jun 30, 2019 | Jul 24, 2019 | |
Grace Capital | 76,337 | $2,214k | Jun 30, 2019 | Aug 14, 2019 | |
Harbour Capital Advisors LLC | 75,151 | $2,179k | Jun 30, 2019 | Jul 10, 2019 | |
Pentwater Capital Management LP | 75,000 | $2,175k | Jun 30, 2019 | Aug 14, 2019 | |
Prelude Capital Management LLC | 75,000 | $2,175k | Put | Jun 30, 2019 | Aug 14, 2019 |
Bowling Portfolio Management LLC | 74,926 | $2,173k | Jun 30, 2019 | Jul 25, 2019 | |
Cumberland Advisors Inc | 74,200 | $2,152k | Jun 30, 2019 | Jul 11, 2019 | |
Altman Advisors Inc | 74,068 | $2,148k | Jun 30, 2019 | Jul 12, 2019 | |
Clifford SWAN Investment Counsel LLC | 73,924 | $2,144k | Jun 30, 2019 | Aug 13, 2019 | |
Legacy Financial Advisors Corporation | 73,880 | $2,143k | Jun 30, 2019 | Jul 15, 2019 | |
Legacy Advisors LLC | 73,880 | $2,143k | Jun 30, 2019 | Jul 15, 2019 | |
Legacy Financial Advisors Inc | 73,880 | $2,143k | Jun 30, 2019 | Jul 15, 2019 | |
The Rikoon Group LLC | 73,326 | $2,126k | Jun 30, 2019 | Aug 6, 2019 | |
Poehling Capital Management Inc | 72,542 | $2,104k | Jun 30, 2019 | Aug 9, 2019 | |
Shufro ROSE & Co LLC | 72,249 | $2,095k | Jun 30, 2019 | Jul 24, 2019 | |
Annex Advisory Services LLC | 71,767 | $2,081k | Jun 30, 2019 | Jul 18, 2019 | |
AULL & Monroe Investment Management Corp | 71,538 | $2,074k | Jun 30, 2019 | Jul 29, 2019 | |
Telemus Capital LLC | 73,289 | $2,058k | Jun 30, 2019 | Aug 9, 2019 | |
Blue FIN Capital Inc | 70,762 | $2,052k | Jun 30, 2019 | Jul 22, 2019 | |
E & G Advisors LP | 70,738 | $2,051k | Jun 30, 2019 | Jul 12, 2019 | |
Murphy Pohlad Asset Management LLC | 70,422 | $2,042k | Jun 30, 2019 | Aug 6, 2019 | |
The RICE Partnership LLC | 69,722 | $2,022k | Jun 30, 2019 | Jul 25, 2019 | |
Abbrea Capital LLC | 68,996 | $2,001k | Jun 30, 2019 | Jul 31, 2019 | |
ZWJ Investment Counsel Inc | 68,966 | $2,000k | Jun 30, 2019 | Jul 24, 2019 | |
Plancorp LLC | 68,503 | $1,987k | Jun 30, 2019 | Aug 13, 2019 | |
Court Place Advisors LLC | 68,224 | $1,978k | Jun 30, 2019 | Jul 30, 2019 | |
IMS Capital Management Inc | 68,004 | $1,972k | Jun 30, 2019 | Aug 14, 2019 | |
Hourglass Capital LLC | 67,900 | $1,969k | Jun 30, 2019 | Aug 12, 2019 | |
Wright Investors Service Inc | 67,099 | $1,946k | Jun 30, 2019 | Aug 1, 2019 | |
The London Company of Virginia LLC | 66,883 | $1,940k | Jun 30, 2019 | Aug 14, 2019 | |
Sather Financial Group Inc | 66,919 | $1,940k | Jun 30, 2019 | Jul 23, 2019 | |
Altium Wealth Management LLC | 65,331 | $1,895k | Jun 30, 2019 | Jul 18, 2019 | |
Credit Capital Investments LLC | 65,000 | $1,885k | Jun 30, 2019 | Aug 14, 2019 | |
Prospera Financial Services Inc | 64,273 | $1,870k | Jun 30, 2019 | Aug 14, 2019 | |
NTV Asset Management LLC | 64,212 | $1,862k | Jun 30, 2019 | Jul 29, 2019 | |
Altavista Wealth Management Inc | 63,745 | $1,849k | Jun 30, 2019 | Aug 13, 2019 | |
Quadrant Capital Management LLC | 63,163 | $1,832k | Jun 30, 2019 | Aug 8, 2019 | |
Lakeview Capital Partners LLC | 63,054 | $1,829k | Jun 30, 2019 | Aug 5, 2019 | |
Washington Capital Management Inc | 63,005 | $1,827k | Jun 30, 2019 | Aug 7, 2019 | |
Brave Asset Management Inc | 62,755 | $1,820k | Jun 30, 2019 | Aug 5, 2019 | |
Brasada Capital Management LP | 62,473 | $1,813k | Jun 30, 2019 | Aug 7, 2019 | |
Savant Capital LLC | 62,479 | $1,812k | Jun 30, 2019 | Aug 6, 2019 | |
Brown Advisory Securities LLC | 61,696 | $1,788k | Jun 30, 2019 | Aug 12, 2019 | |
Quantitative Investment Management LLC | 60,859 | $1,764k | Jun 30, 2019 | Aug 14, 2019 | |
Claraphi Advisory Network LLC | 60,384 | $1,751k | Jun 30, 2019 | Jul 29, 2019 | |
BLB & B Advisors LLC | 59,935 | $1,738k | Jun 30, 2019 | Jul 29, 2019 | |
Triangle Securities Wealth Management | 57,585 | $1,681k | Jun 30, 2019 | Jul 10, 2019 | |
NWAM LLC | 57,185 | $1,658k | Jun 30, 2019 | Jul 18, 2019 | |
Buckley Wealth Management LLC | 57,063 | $1,655k | Jun 30, 2019 | Jul 19, 2019 | |
Brookstone Capital Management LLC | 57,045 | $1,654k | Jun 30, 2019 | Jul 25, 2019 | |
Patton Albertson Miller Group LLC | 57,943 | $1,642k | Jun 30, 2019 | Aug 12, 2019 | |
Private Wealth Advisors Inc | 56,500 | $1,638k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 56,500 | $1,638k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 56,500 | $1,638k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 56,500 | $1,638k | Jun 30, 2019 | Aug 7, 2019 | |
The Burney Company | 55,340 | $1,605k | Jun 30, 2019 | Aug 12, 2019 | |
Shepherd Financial Partners LLC | 54,745 | $1,588k | Jun 30, 2019 | Aug 5, 2019 | |
KMS Financial Services Inc | 89,313 | $1,523k | Sep 30, 2014 | Nov 17, 2014 | |
Thomas White International Ltd | 52,350 | $1,518k | Jun 30, 2019 | Aug 13, 2019 | |
Aristotle Atlantic Partners LLC | 52,000 | $1,508k | Jun 30, 2019 | Aug 13, 2019 | |
Arjuna Capital LLC | 51,588 | $1,496k | Jun 30, 2019 | Aug 21, 2019 | |
Bramshill Investments LLC | 50,391 | $1,461k | Jun 30, 2019 | Aug 14, 2019 | |
White Pine Capital LLC | 50,155 | $1,454k | Jun 30, 2019 | Aug 14, 2019 | |
Mitchell Capital Management Co | 49,570 | $1,438k | Jun 30, 2019 | Jul 24, 2019 | |
Colonial Trust Advisors Inc | 49,518 | $1,436k | Jun 30, 2019 | Aug 21, 2019 | |
Stoneridge Investment Partners LLC | 49,361 | $1,431k | Jun 30, 2019 | Jul 29, 2019 | |
Springowl Associates LLC | 49,000 | $1,421k | Jun 30, 2019 | Aug 14, 2019 | |
Gardner Russo & Gardner LLC | 48,975 | $1,420k | Jun 30, 2019 | Aug 13, 2019 | |
Modera Wealth Management LLC | 48,761 | $1,414k | Jun 30, 2019 | Aug 7, 2019 | |
Bayesian Capital Management LP | 48,242 | $1,399k | Jun 30, 2019 | Aug 13, 2019 | |
The Mathes Company Inc | 48,001 | $1,392k | Jun 30, 2019 | Jul 29, 2019 | |
Altfest L J & Co Inc | 47,601 | $1,380k | Jun 30, 2019 | Jul 15, 2019 | |
The Caprock Group Inc | 46,606 | $1,352k | Jun 30, 2019 | Jul 23, 2019 | |
180 Wealth Advisors LLC | 45,727 | $1,348k | Jun 30, 2019 | Aug 5, 2019 | |
Evergreen Capital Management LLC | 46,183 | $1,339k | Jun 30, 2019 | Aug 14, 2019 | |
Cidel Asset Management Inc | 45,000 | $1,305k | Jun 30, 2019 | Aug 12, 2019 | |
Spears Abacus Advisors LLC | 44,831 | $1,300k | Jun 30, 2019 | Aug 9, 2019 | |
IHT Wealth Management LLC | 44,222 | $1,282k | Jun 30, 2019 | Aug 12, 2019 | |
Bouchey Financial Group Ltd | 44,126 | $1,280k | Jun 30, 2019 | Jul 11, 2019 | |
Pictet North America Advisors SA | 44,000 | $1,276k | Jun 30, 2019 | Aug 7, 2019 | |
Wilmington Trust Investment Management LLC | 81,714 | $1,256k | Jun 30, 2014 | Aug 13, 2014 | |
Schulhoff & Co Inc | 42,681 | $1,237k | Jun 30, 2019 | Aug 7, 2019 | |
Mitchell Mcleod PUGH & Williams Inc | 41,904 | $1,215k | Jun 30, 2019 | Jul 9, 2019 | |
Diligent Investors LLC | 41,766 | $1,211k | Jun 30, 2019 | Aug 1, 2019 | |
PL Capital Advisors LLC | 41,500 | $1,204k | Jun 30, 2019 | Jul 29, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 41,367 | $1,200k | Jun 30, 2019 | Aug 9, 2019 | |
Jaffetilchin Investment Partners LLC | 41,147 | $1,193k | Jun 30, 2019 | Aug 13, 2019 | |
Beach Investment Management LLC | 40,960 | $1,188k | Jun 30, 2019 | Jul 17, 2019 | |
BKD Wealth Advisors LLC | 40,697 | $1,180k | Jun 30, 2019 | Jul 10, 2019 | |
Level Four Advisory Services LLC | 40,656 | $1,179k | Jun 30, 2019 | Aug 14, 2019 | |
Hellman Jordan Management Co Inc | 39,980 | $1,159k | Jun 30, 2019 | Aug 19, 2019 | |
OLD West Investment Management LLC | 39,511 | $1,145k | Jun 30, 2019 | Aug 14, 2019 | |
KJ Harrison & Partners USA Inc | 39,069 | $1,133k | Jun 30, 2019 | Aug 5, 2019 | |
Wealthtrust Axiom LLC | 39,037 | $1,132k | Jun 30, 2019 | Aug 7, 2019 | |
Connecticut Wealth Management LLC | 38,900 | $1,128k | Jun 30, 2019 | Jul 29, 2019 | |
Howard Capital Management Inc | 38,304 | $1,111k | Jun 30, 2019 | Jul 24, 2019 | |
LEE Danner & BASS Inc | 37,192 | $1,079k | Jun 30, 2019 | Jul 30, 2019 | |
Stearns Financial Services Group Inc | 36,687 | $1,064k | Jun 30, 2019 | Aug 14, 2019 | |
Shamrock Asset Management LLC | 36,561 | $1,060k | Jun 30, 2019 | Aug 9, 2019 | |
RNC Capital Management LLC | 36,370 | $1,055k | Jun 30, 2019 | Jul 25, 2019 | |
Aspiriant LLC | 35,786 | $1,036k | Jun 30, 2019 | Aug 6, 2019 | |
Bell & Brown Wealth Advisors LLC | 35,598 | $1,032k | Jun 30, 2019 | Aug 6, 2019 | |
Marathon Trading Investment Management LLC | 35,087 | $1,018k | Jun 30, 2019 | Aug 14, 2019 | |
B Riley Wealth Management Inc | 34,878 | $1,011k | Jun 30, 2019 | Aug 14, 2019 | |
Monetary Management Group Inc | 34,500 | $1,000k | Jun 30, 2019 | Aug 13, 2019 | |
Sawgrass Asset Management LLC | 34,459 | $999k | Jun 30, 2019 | Jul 23, 2019 | |
Kingfisher Capital LLC | 34,454 | $999k | Jun 30, 2019 | Aug 14, 2019 | |
Buckhead Capital Management LLC | 34,415 | $998k | Jun 30, 2019 | Aug 1, 2019 | |
Steinberg Global Asset Management Ltd | 36,149 | $997k | Mar 31, 2019 | Apr 24, 2019 | |
Cornerstone Wealth Management LLC | 34,403 | $996k | Jun 30, 2019 | Aug 2, 2019 | |
Litman Gregory Asset Management LLC | 34,303 | $995k | Jun 30, 2019 | Jul 31, 2019 | |
Intersect Capital LLC | 34,262 | $994k | Jun 30, 2019 | Aug 9, 2019 | |
Burleson & Company LLC | 32,984 | $973k | Jun 30, 2019 | Aug 5, 2019 | |
Nicholas Hoffman & Company LLC | 33,542 | $973k | Jun 30, 2019 | Aug 12, 2019 | |
Ropes Wealth Advisors LLC | 33,171 | $962k | Jun 30, 2019 | Jul 31, 2019 | |
Princeton Capital Management LLC | 33,055 | $959k | Jun 30, 2019 | Aug 12, 2019 | |
The Renaissance Group LLC | 32,859 | $953k | Jun 30, 2019 | Aug 13, 2019 | |
Renaissance Investment Group LLC | 32,859 | $953k | Jun 30, 2019 | Aug 13, 2019 | |
RFG Advisory LLC | 32,637 | $949k | Jun 30, 2019 | Aug 23, 2019 | |
CWA Asset Management Group LLC | 32,585 | $945k | Jun 30, 2019 | Aug 13, 2019 | |
YHB Investment Advisors Inc | 32,253 | $935k | Jun 30, 2019 | Jul 15, 2019 | |
BOYS Arnold & Company Inc | 32,091 | $931k | Jun 30, 2019 | Aug 1, 2019 | |
Bernicke Wealth Management Ltd | 32,060 | $930k | Jun 30, 2019 | Aug 5, 2019 | |
Cottage Street Advisors LLC | 31,725 | $920k | Jun 30, 2019 | Aug 2, 2019 | |
Strategy Asset Managers LLC | 31,699 | $919k | Jun 30, 2019 | Aug 14, 2019 | |
Hamel Associates Inc | 31,523 | $914k | Jun 30, 2019 | Aug 5, 2019 | |
Stony Point Wealth Management Inc | 30,822 | $900k | Jun 30, 2019 | Jul 23, 2019 | |
Excalibur Management Corp | 30,964 | $898k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Investment Counsel Inc | 30,560 | $886k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 30,560 | $886k | Jun 30, 2019 | Jul 26, 2019 | |
Spinnaker Investment Group LLC | 30,401 | $881k | Jun 30, 2019 | Jul 11, 2019 | |
CPWM LLC | 30,087 | $873k | Jun 30, 2019 | Aug 2, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 29,571 | $858k | Jun 30, 2019 | Jul 15, 2019 | |
New England Private Wealth Advisors LLC | 29,433 | $856k | Jun 30, 2019 | Aug 8, 2019 | |
Parsec Financial Management Inc | 29,222 | $847k | Jun 30, 2019 | Jul 23, 2019 | |
Calton & Associates Inc | 29,186 | $846k | Jun 30, 2019 | Jul 9, 2019 | |
Haverford Financial Services Inc | 29,000 | $841k | Jun 30, 2019 | Aug 13, 2019 | |
Moloney Securities Asset Management LLC | 28,994 | $841k | Jun 30, 2019 | Jul 29, 2019 | |
Catalyst Capital Advisors LLC | 28,400 | $824k | Jun 30, 2019 | Aug 8, 2019 | |
Dimension Capital Management LLC | 27,979 | $812k | Jun 30, 2019 | Aug 12, 2019 | |
Good Life Advisors LLC | 27,114 | $788k | Jun 30, 2019 | Aug 6, 2019 | |
Bragg Financial Advisors Inc | 27,015 | $783k | Jun 30, 2019 | Aug 14, 2019 | |
Johanson Financial Advisors Inc | 26,683 | $772k | Jun 30, 2019 | Jul 29, 2019 | |
Beacon Investment Advisory Services Inc | 26,528 | $769k | Jun 30, 2019 | Aug 7, 2019 | |
Miles Capital Inc | 26,430 | $766k | Jun 30, 2019 | Aug 13, 2019 | |
Cubic Asset Management LLC | 26,324 | $763k | Jun 30, 2019 | Jul 29, 2019 | |
LBMC Investment Advisors LLC | 25,918 | $752k | Jun 30, 2019 | Jul 18, 2019 | |
LLBH Private Wealth Management LLC | 25,934 | $752k | Jun 30, 2019 | Aug 13, 2019 | |
BHK Investment Advisors LLC | 25,852 | $750k | Jun 30, 2019 | Aug 2, 2019 | |
Wespac Advisors Socal LLC | 25,794 | $748k | Jun 30, 2019 | Jul 30, 2019 | |
Tokio Marine Asset Management USA Ltd | 25,508 | $740k | Jun 30, 2019 | Jul 25, 2019 | |
American Research & Management Company | 25,484 | $739k | Jun 30, 2019 | Jul 18, 2019 | |
Ridgewood Investments LLC | 25,444 | $738k | Jun 30, 2019 | Jul 12, 2019 | |
Traynor Capital Management Inc | 25,072 | $737k | Jun 30, 2019 | Jul 26, 2019 | |
Marble Harbor Investment Counsel LLC | 25,374 | $736k | Jun 30, 2019 | Aug 7, 2019 | |
Kiley Juergens Wealth Management LLC | 25,261 | $732k | Jun 30, 2019 | Jul 11, 2019 | |
Mission Wealth Management LP | 24,533 | $711k | Jun 30, 2019 | Aug 9, 2019 | |
Augustine Asset Management Inc | 24,216 | $702k | Jun 30, 2019 | Aug 5, 2019 | |
Wendell David Associates Inc | 24,102 | $699k | Jun 30, 2019 | Jul 16, 2019 | |
Meritage Portfolio Management Inc | 24,018 | $697k | Jun 30, 2019 | Jul 30, 2019 | |
Summit Financial Wealth Advisors LLC | 24,028 | $697k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 24,028 | $697k | Jun 30, 2019 | Jul 16, 2019 | |
Barry Investment Advisors LLC | 24,007 | $696k | Jun 30, 2019 | Jul 26, 2019 | |
Inspirion Wealth Advisors LLC | 24,015 | $696k | Jun 30, 2019 | Jul 15, 2019 | |
Douglass Winthrop Advisors LLC | 23,941 | $694k | Jun 30, 2019 | Jul 10, 2019 | |
GSB Wealth Management LLC | 23,699 | $687k | Jun 30, 2019 | Aug 9, 2019 | |
RB Capital Management LLC | 23,593 | $684k | Jun 30, 2019 | Aug 7, 2019 | |
Newport Wealth Strategies Inc | 23,289 | $680k | Jun 30, 2019 | Jul 22, 2019 | |
ALL Terrain Financial Advisors LLC | 23,243 | $674k | Jun 30, 2019 | Aug 14, 2019 | |
American Financial Network Advisory Services LLC | 23,764 | $670k | Jun 30, 2019 | Aug 9, 2019 | |
Global Endowment Management LP | 22,960 | $666k | Jun 30, 2019 | Aug 12, 2019 | |
California Capital Advisors Inc | 22,195 | $644k | Jun 30, 2019 | Jul 15, 2019 | |
Biltmore Family Office LLC | 22,210 | $644k | Jun 30, 2019 | Jul 31, 2019 | |
Independent Investors Inc | 22,090 | $640k | Jun 30, 2019 | Jul 18, 2019 | |
Osborne Partners Capital Management LLC | 22,010 | $638k | Jun 30, 2019 | Jul 18, 2019 | |
Second Curve Capital LLC | 22,000 | $638k | Jun 30, 2019 | Aug 14, 2019 | |
Woodmont Investment Counsel LLC | 21,968 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
Baldwin Investment Management LLC | 21,925 | $636k | Jun 30, 2019 | Aug 6, 2019 | |
Evermay Wealth Management LLC | 21,904 | $635k | Jun 30, 2019 | Jul 23, 2019 | |
Ferguson Wellman Capital Management Inc | 21,794 | $632k | Jun 30, 2019 | Jul 16, 2019 | |
Accredited Investors Inc | 21,739 | $630k | Jun 30, 2019 | Aug 13, 2019 | |
Butensky & Cohen Financial Security Inc | 21,118 | $612k | Jun 30, 2019 | Jul 12, 2019 | |
Choate Investment Advisors LLC | 20,934 | $607k | Jun 30, 2019 | Aug 14, 2019 | |
LOWE Brockenbrough & Company Inc | 20,703 | $600k | Jun 30, 2019 | Aug 12, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 20,276 | $588k | Jun 30, 2019 | Jul 22, 2019 | |
Janney Capital Management LLC | 20,216 | $586k | Jun 30, 2019 | Jul 29, 2019 | |
Delphi Management Inc | 20,182 | $585k | Jun 30, 2019 | Aug 20, 2019 | |
WEIK Capital Management Inc | 20,105 | $583k | Jun 30, 2019 | Aug 9, 2019 | |
Arrowmark Colorado Holdings LLC | 20,100 | $583k | Jun 30, 2019 | Aug 14, 2019 | |
Quadrant Private Wealth Management LLC | 20,109 | $583k | Jun 30, 2019 | Aug 13, 2019 | |
Viking Fund Management LLC | 20,000 | $580k | Jun 30, 2019 | Jul 16, 2019 | |
Barber Financial Group | 19,650 | $570k | Jun 30, 2019 | Aug 9, 2019 | |
F3Logic LLC | 19,615 | $570k | Jun 30, 2019 | Aug 2, 2019 | |
Bigsur Wealth Management LLC | 19,250 | $566k | Jun 30, 2019 | Jul 5, 2019 | |
Private Vista LLC | 19,476 | $565k | Jun 30, 2019 | Jul 19, 2019 | |
Tiedemann Advisors LLC | 19,059 | $553k | Jun 30, 2019 | Aug 13, 2019 | |
Deltec Asset Management LLC | 19,000 | $551k | Jun 30, 2019 | Jul 29, 2019 | |
Clear Perspective Advisors LLC | 18,773 | $544k | Jun 30, 2019 | Aug 12, 2019 | |
United Asset Strategies Inc | 18,690 | $542k | Jun 30, 2019 | Jul 31, 2019 | |
Southeast Asset Advisors Inc | 18,378 | $533k | Jun 30, 2019 | Aug 14, 2019 | |
Gradient Capital Advisors LLC | 18,246 | $529k | Jun 30, 2019 | Jul 16, 2019 | |
First Heartland Consultants Inc | 17,893 | $519k | Jun 30, 2019 | Aug 12, 2019 | |
Dorchester Wealth Management Company | 17,689 | $513k | Jun 30, 2019 | Jul 19, 2019 | |
Copperwynd Financial LLC | 17,464 | $506k | Jun 30, 2019 | Aug 7, 2019 | |
Caxton Associates LP | 17,357 | $503k | Jun 30, 2019 | Aug 14, 2019 | |
Benin Management Corp | 17,292 | $502k | Jun 30, 2019 | Jul 31, 2019 | |
DAY & Ennis LLC | 17,230 | $500k | Jun 30, 2019 | Aug 2, 2019 | |
Daiwa SB Investments Ltd | 18,060 | $498k | Mar 31, 2019 | Apr 18, 2019 | |
North American Management Corp | 17,083 | $495k | Jun 30, 2019 | Jul 30, 2019 | |
Gratus Capital LLC | 17,030 | $494k | Jun 30, 2019 | Aug 7, 2019 | |
Cypress Wealth Services LLC | 16,930 | $491k | Jun 30, 2019 | Jul 24, 2019 | |
The Investment House LLC | 16,850 | $489k | Jun 30, 2019 | Aug 5, 2019 | |
Clear Harbor Asset Management LLC | 16,679 | $484k | Jun 30, 2019 | Jul 22, 2019 | |
Tiemann Investment Advisors LLC | 16,442 | $477k | Jun 30, 2019 | Aug 13, 2019 | |
Summit X | 16,374 | $477k | Jun 30, 2019 | Aug 13, 2019 | |
Baker Ellis Asset Management LLC | 15,800 | $458k | Jun 30, 2019 | Aug 12, 2019 | |
Shepherd Kaplan Krochuk LLC | 15,616 | $453k | Jun 30, 2019 | Aug 12, 2019 | |
Guardian Capital LP | 15,495 | $449k | Jun 30, 2019 | Aug 14, 2019 | |
First Foundation Advisors | 15,472 | $449k | Jun 30, 2019 | Aug 14, 2019 | |
Dumont & Blake Investment Advisors LLC | 15,485 | $449k | Jun 30, 2019 | Aug 1, 2019 | |
Sicart Associates LLC | 15,200 | $441k | Jun 30, 2019 | Jul 23, 2019 | |
BTR Capital Management Inc | 15,126 | $439k | Jun 30, 2019 | Jul 18, 2019 | |
Benson Investment Management Company Inc | 15,076 | $437k | Jun 30, 2019 | Jul 11, 2019 | |
Hall Capital Management Company Inc | 15,029 | $436k | Jun 30, 2019 | Aug 14, 2019 | |
Biegel & Waller LLC | 15,027 | $436k | Jun 30, 2019 | Jul 23, 2019 | |
Landmark Financial Advisors LLC | 15,022 | $435k | Jun 30, 2019 | Aug 2, 2019 | |
Mairs and Power Inc | 14,955 | $434k | Jun 30, 2019 | Aug 14, 2019 | |
SNS Financial Group LLC | 14,952 | $434k | Jun 30, 2019 | Jul 26, 2019 | |
Signature Financial Management Inc | 17,399 | $430k | Dec 31, 2018 | Feb 13, 2019 | |
Shoker Investment Counsel Inc | 14,753 | $427k | Jun 30, 2019 | Aug 9, 2019 | |
Smith Salley & Associates LLC | 14,587 | $423k | Jun 30, 2019 | Jul 12, 2019 | |
Guardian Capital Advisors LP | 14,557 | $422k | Jun 30, 2019 | Aug 14, 2019 | |
Birinyi Associates Inc | 14,500 | $421k | Jun 30, 2019 | Aug 5, 2019 | |
Brave Warrior Advisors LLC | 14,532 | $421k | Jun 30, 2019 | Aug 14, 2019 | |
Sunesis Advisors LLC | 14,461 | $419k | Jun 30, 2019 | Aug 5, 2019 | |
LGL Partners LLC | 14,451 | $419k | Jun 30, 2019 | Aug 14, 2019 | |
Kavar Capital Partners LLC | 14,360 | $416k | Jun 30, 2019 | Aug 1, 2019 | |
Port Capital LLC | 14,064 | $408k | Jun 30, 2019 | Aug 14, 2019 | |
Navellier & Associates Inc | 14,000 | $406k | Jun 30, 2019 | Jul 17, 2019 | |
Wealth Advisors of Tampa BAY LLC | 13,957 | $405k | Jun 30, 2019 | Jul 23, 2019 | |
Twin Focus Capital Partners LLC | 13,896 | $403k | Jun 30, 2019 | Aug 14, 2019 | |
Advisory Alpha LLC | 13,710 | $403k | Jun 30, 2019 | Aug 16, 2019 | |
SPC Financial Inc | 13,788 | $400k | Jun 30, 2019 | Aug 1, 2019 | |
FORT PITT Capital Group LLC | 13,715 | $398k | Jun 30, 2019 | Aug 9, 2019 | |
Staley Capital Advisers Inc | 13,622 | $395k | Jun 30, 2019 | Aug 9, 2019 | |
Measured Wealth Private Client Group LLC | 13,515 | $392k | Jun 30, 2019 | Jul 26, 2019 | |
Sterling Global Strategies LLC | 14,160 | $391k | Mar 31, 2019 | May 15, 2019 | |
Howland Capital Management LLC | 13,233 | $384k | Jun 30, 2019 | Jul 17, 2019 | |
Highland Private Wealth Management | 13,225 | $384k | Jun 30, 2019 | Aug 13, 2019 | |
The Family FIRM Inc | 13,194 | $383k | Jun 30, 2019 | Aug 6, 2019 | |
Northstar Investment Advisors LLC | 13,100 | $380k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 13,100 | $380k | Jun 30, 2019 | Jul 17, 2019 | |
Segment Wealth Management LLC | 13,073 | $379k | Jun 30, 2019 | Jul 29, 2019 | |
Cardan Capital Partners LLC | 13,069 | $379k | Jun 30, 2019 | Jul 16, 2019 | |
Crawford Investment Counsel Inc | 13,037 | $378k | Jun 30, 2019 | Aug 12, 2019 | |
Aldebaran Financial Inc | 13,000 | $377k | Jun 30, 2019 | Aug 14, 2019 | |
Wealth and Pension Services Group Inc | 12,954 | $376k | Jun 30, 2019 | Aug 15, 2019 | |
SVA Plumb Wealth Management LLC | 12,923 | $375k | Jun 30, 2019 | Aug 13, 2019 | |
Lexaurum Advisors LLC | 12,895 | $374k | Jun 30, 2019 | Jul 19, 2019 | |
van Hulzen Asset Management LLC | 12,682 | $368k | Jun 30, 2019 | Aug 8, 2019 | |
Confluence Investment Management LLC | 12,623 | $366k | Jun 30, 2019 | Jul 24, 2019 | |
Baltimore-Washington Financial Advisors Inc | 12,599 | $365k | Jun 30, 2019 | Jul 25, 2019 | |
Palladium Partners LLC | 12,545 | $364k | Jun 30, 2019 | Aug 7, 2019 | |
EJF Capital LLC | 12,500 | $363k | Jun 30, 2019 | Aug 14, 2019 | |
Sigma Investment Counselors Inc | 12,339 | $358k | Jun 30, 2019 | Jul 23, 2019 | |
Mcilrath & ECK LLC | 12,935 | $357k | Jun 30, 2019 | Aug 8, 2019 | |
Sippican Capital Advisors LLC | 12,325 | $357k | Jun 30, 2019 | Jul 17, 2019 | |
Bridgeworth LLC | 12,278 | $356k | Jun 30, 2019 | Jul 25, 2019 | |
COE Capital Management LLC | 12,223 | $354k | Jun 30, 2019 | Aug 14, 2019 | |
MRAZ Amerine & Associates Inc | 12,129 | $352k | Jun 30, 2019 | Aug 2, 2019 | |
Brickley Wealth Management | 11,929 | $346k | Jun 30, 2019 | Aug 9, 2019 | |
PURE Financial Advisors Inc | 11,854 | $344k | Jun 30, 2019 | Jul 11, 2019 | |
Hollencrest Capital Management LLC | 11,833 | $343k | Jun 30, 2019 | Jul 18, 2019 | |
FORT Point Capital Partners LLC | 11,418 | $331k | Jun 30, 2019 | Aug 9, 2019 | |
Brightworth LLC | 11,171 | $324k | Jun 30, 2019 | Jul 31, 2019 | |
Venturi Wealth Management LLC | 11,155 | $323k | Jun 30, 2019 | Aug 7, 2019 | |
First Wilshire Securities Management Inc | 11,104 | $322k | Jun 30, 2019 | Aug 14, 2019 | |
Ironwood Investment Management LLC | 10,965 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
Independence Advisors LLC | 10,951 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 10,951 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
Resource Planning Group Ltd | 10,824 | $314k | Jun 30, 2019 | Jul 18, 2019 | |
Harvey Investment Company LLC | 10,752 | $312k | Jun 30, 2019 | Jul 16, 2019 | |
Oak Asset Management LLC | 10,506 | $311k | Jun 30, 2019 | Jul 25, 2019 | |
PFG Advisors LLC | 10,060 | $310k | Jun 30, 2019 | Aug 5, 2019 | |
West Branch Capital LLC | 10,664 | $309k | Jun 30, 2019 | Aug 5, 2019 | |
Lejeune Puetz Investment Counsel | 10,598 | $307k | Jun 30, 2019 | Jul 29, 2019 | |
Round Table Services LLC | 10,588 | $307k | Jun 30, 2019 | Jul 17, 2019 | |
Mirador Capital Partners LP | 10,583 | $307k | Jun 30, 2019 | Aug 6, 2019 | |
Pring/Turner Capital Group Inc | 12,388 | $305k | Dec 31, 2018 | Feb 14, 2019 | |
STA Wealth Management LLC | 10,508 | $305k | Jun 30, 2019 | Aug 14, 2019 | |
Berkeley Capital Partners LLC | 10,525 | $305k | Jun 30, 2019 | Aug 8, 2019 | |
LVW Advisors LLC | 10,392 | $301k | Jun 30, 2019 | Aug 14, 2019 | |
SKBA Capital Management LLC | 10,330 | $300k | Jun 30, 2019 | Aug 12, 2019 | |
Bristlecone Advisors LLC | 10,251 | $297k | Jun 30, 2019 | Jul 19, 2019 | |
Driehaus Capital Management LLC | 10,224 | $296k | Jun 30, 2019 | Aug 14, 2019 | |
Allied Investment Advisors LLC | 10,190 | $296k | Jun 30, 2019 | Jul 17, 2019 | |
Ipswich Investment Management Company Inc | 10,176 | $295k | Jun 30, 2019 | Jul 11, 2019 | |
Rainey & Randall Investment Management Inc | 10,059 | $292k | Jun 30, 2019 | Jul 18, 2019 | |
Zebra Capital Management LLC | 10,071 | $292k | Jun 30, 2019 | Aug 14, 2019 | |
Bridgecreek Investment Management LLC | 9,950 | $289k | Jun 30, 2019 | Aug 14, 2019 | |
Schaller Investment Group Inc | 9,908 | $287k | Jun 30, 2019 | Aug 9, 2019 | |
REDW Stanley Financial Advisors LLC | 9,760 | $283k | Jun 30, 2019 | Aug 9, 2019 | |
Probity Advisors Inc | 9,736 | $282k | Jun 30, 2019 | Aug 8, 2019 | |
Cooper/Haims Advisors LLC | 9,691 | $281k | Jun 30, 2019 | Jul 26, 2019 | |
Infrastructure Capital Advisors LLC | 9,700 | $281k | Jun 30, 2019 | Aug 13, 2019 | |
Partnervest Advisory Services LLC | 9,455 | $274k | Jun 30, 2019 | Aug 7, 2019 | |
Round Hill Asset Management Inc | 9,378 | $272k | Jun 30, 2019 | Aug 13, 2019 | |
Marshwinds Advisory Company | 10,976 | $270k | Dec 31, 2018 | Jan 7, 2019 | |
UNIO Capital LLC | 9,200 | $269k | Jun 30, 2019 | Aug 14, 2019 | |
CAMG Solamere Management LLC | 9,221 | $268k | Jun 30, 2019 | Aug 13, 2019 | |
Cahill Financial Advisors Inc | 9,105 | $265k | Jun 30, 2019 | Aug 14, 2019 | |
The Northstar Group Inc | 9,096 | $264k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 9,096 | $264k | Jun 30, 2019 | Jul 12, 2019 | |
Vivaldi Capital Management LLC | 9,094 | $264k | Jun 30, 2019 | Aug 14, 2019 | |
Emerald Investment Partners LLC | 9,111 | $264k | Jun 30, 2019 | Aug 12, 2019 | |
Strategic Financial Group LLC | 9,057 | $263k | Jun 30, 2019 | Jul 29, 2019 | |
Harwood Advisory Group LLC | 9,070 | $263k | Jun 30, 2019 | Aug 7, 2019 | |
Alliance Wealth Management Group LLC | 9,080 | $263k | Jun 30, 2019 | Aug 12, 2019 | |
Strategic International Limited | 9,057 | $263k | Jun 30, 2019 | Jul 29, 2019 | |
Huber Financial Advisors LLC | 8,831 | $256k | Jun 30, 2019 | Aug 5, 2019 | |
Becker Capital Management Inc | 8,769 | $254k | Jun 30, 2019 | Aug 8, 2019 | |
Cheviot Value Management LLC | 8,764 | $254k | Jun 30, 2019 | Aug 14, 2019 | |
BSW Wealth Partners LLC | 8,732 | $253k | Jun 30, 2019 | Aug 13, 2019 | |
SFMG LLC | 8,206 | $253k | Jun 30, 2019 | Aug 5, 2019 | |
Logan Capital Management Inc | 8,725 | $253k | Jun 30, 2019 | Jul 24, 2019 | |
Breiter Capital Management Inc | 8,651 | $251k | Jun 30, 2019 | Aug 23, 2019 | |
Mountain Capital Investment Advisors Inc | 8,977 | $249k | Jun 30, 2019 | Aug 14, 2019 | |
Teza Capital Management LLC | 8,603 | $249k | Jun 30, 2019 | Aug 8, 2019 | |
Nelson Roberts Investment Advisors LLC | 8,539 | $248k | Jun 30, 2019 | Jul 25, 2019 | |
American Asset Management Inc | 8,479 | $246k | Jun 30, 2019 | Jul 31, 2019 | |
The Pacific Center FOR Financial Services | 8,420 | $244k | Jun 30, 2019 | Aug 15, 2019 | |
Hunter Associates Investment Management LLC | 8,340 | $242k | Jun 30, 2019 | Aug 8, 2019 | |
DF DENT and Company Inc | 8,322 | $241k | Jun 30, 2019 | Aug 15, 2019 | |
Main Street Research LLC | 8,305 | $241k | Jun 30, 2019 | Aug 8, 2019 | |
American Money Management LLC | 8,129 | $236k | Jun 30, 2019 | Aug 12, 2019 | |
WSFS Capital Management LLC | 8,144 | $236k | Jun 30, 2019 | Aug 14, 2019 | |
Ballast Inc | 8,126 | $235k | Jun 30, 2019 | Jul 26, 2019 | |
Foundations Investment Advisors LLC | 8,098 | $235k | Jun 30, 2019 | Jul 8, 2019 | |
Valmark Advisers Inc | 8,027 | $233k | Jun 30, 2019 | Aug 7, 2019 | |
Aureus Asset Management LLC | 8,000 | $232k | Jun 30, 2019 | Aug 14, 2019 | |
Chickasaw Capital Management LLC | 7,922 | $230k | Jun 30, 2019 | Jul 15, 2019 | |
Lincoln Capital Corporation | 7,804 | $226k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 7,804 | $226k | Jun 30, 2019 | Jul 12, 2019 | |
Cfo4Life Group LLC | 7,625 | $221k | Jun 30, 2019 | Jul 29, 2019 | |
Pettee Investors Inc | 7,571 | $220k | Jun 30, 2019 | Aug 7, 2019 | |
Sonata Capital Group Inc | 7,588 | $220k | Jun 30, 2019 | Aug 5, 2019 | |
Ifrah Financial Services Inc | 7,567 | $219k | Jun 30, 2019 | Aug 6, 2019 | |
Gentrust LLC | 7,529 | $218k | Jun 30, 2019 | Aug 2, 2019 | |
Wealthstar Advisors LLC | 7,522 | $218k | Jun 30, 2019 | Aug 7, 2019 | |
Point72 Asset Management LP | 7,500 | $218k | Jun 30, 2019 | Aug 14, 2019 | |
Tradition Capital Management LLC | 7,826 | $215k | Mar 31, 2019 | May 7, 2019 | |
Cornerstone Advisory LLC | 7,304 | $212k | Jun 30, 2019 | Aug 8, 2019 | |
Penobscot Investment Management Company Inc | 7,210 | $209k | Jun 30, 2019 | Aug 2, 2019 | |
Hendershot Investments Inc | 7,200 | $209k | Jun 30, 2019 | Jul 31, 2019 | |
Wells Trecaso Financial Group LLC | 7,202 | $209k | Jun 30, 2019 | Jul 22, 2019 | |
Stewardship Financial Advisors LLC | 7,167 | $208k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 7,167 | $208k | Jun 30, 2019 | Aug 12, 2019 | |
Peak Asset Management LLC | 7,115 | $206k | Jun 30, 2019 | Aug 15, 2019 | |
Willow Creek Wealth Management Inc | 7,075 | $205k | Jun 30, 2019 | Jul 22, 2019 | |
Signature Estate & Investment Advisors LLC | 6,999 | $203k | Jun 30, 2019 | Aug 1, 2019 | |
JAG Capital Management LLC | 6,968 | $202k | Jun 30, 2019 | Jul 22, 2019 | |
Youngs Advisory Group Inc | 6,915 | $201k | Jun 30, 2019 | Jul 16, 2019 | |
Castle Rock Wealth Management LLC | 6,940 | $201k | Jun 30, 2019 | Aug 8, 2019 | |
West Oak Capital LLC | 6,769 | $196k | Jun 30, 2019 | Jul 12, 2019 | |
The Fiduciary Group LLC | 6,743 | $196k | Jun 30, 2019 | Aug 14, 2019 | |
Centerstar Asset Management LLC | 159,900 | $180k | Put | Jun 30, 2019 | Aug 2, 2019 |
Whitnell & Co | 5,910 | $171k | Jun 30, 2019 | Jul 16, 2019 | |
Cribstone Capital Management LLC | 5,789 | $168k | Jun 30, 2019 | Jul 22, 2019 | |
Jackson Grant Investment Advisers Inc | 5,662 | $164k | Jun 30, 2019 | Aug 13, 2019 | |
Ancora Family Wealth Advisors LLC | 10,264 | $161k | Sep 30, 2016 | Nov 4, 2016 | |
Cornercap Investment Counsel Inc | 5,463 | $158k | Jun 30, 2019 | Aug 14, 2019 | |
Lombard Odier Transatlantic Limited | 10,000 | $156k | Sep 30, 2016 | Nov 14, 2016 | |
Hallmark Capital Management Inc | 4,963 | $144k | Jun 30, 2019 | Aug 8, 2019 | |
Arlington Partners LLC | 4,731 | $137k | Jun 30, 2019 | Jul 10, 2019 | |
MARK Sheptoff Financial Planning LLC | 4,110 | $119k | Jun 30, 2019 | Aug 12, 2019 | |
Heritage Investment Group Inc | 4,000 | $116k | Jun 30, 2019 | Aug 13, 2019 | |
ODEY Asset Management LLP | 4,000 | $116k | Jun 30, 2019 | Aug 14, 2019 | |
Heritage Financial LLC | 4,000 | $116k | Jun 30, 2019 | Aug 13, 2019 | |
Shayne & Co LLC | 3,853 | $112k | Jun 30, 2019 | Jul 24, 2019 | |
Cambridge Financial Group Inc | 3,836 | $111k | Jun 30, 2019 | Jul 29, 2019 | |
Cambridge Financial Group LLC | 3,836 | $111k | Jun 30, 2019 | Jul 29, 2019 | |
Pagnatokarp Partners LLC | 9,600 | $98k | Call | Jun 30, 2019 | Aug 8, 2019 |
Hilton Capital Management LLC | 3,200 | $93k | Jun 30, 2019 | Aug 14, 2019 | |
Summit Financial Group Inc | 2,959 | $86k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 2,959 | $86k | Jun 30, 2019 | Jul 3, 2019 | |
Barrett Asset Management LLC | 2,300 | $67k | Jun 30, 2019 | Aug 5, 2019 | |
Ellevest Inc | 2,083 | $60k | Jun 30, 2019 | Aug 20, 2019 | |
Security Asset Management Inc | 930 | $27k | Jun 30, 2019 | Aug 6, 2019 | |
South Texas Money Management Ltd | 932 | $27k | Jun 30, 2019 | Jul 2, 2019 | |
Maryland Capital Management LLC | 875 | $25k | Jun 30, 2019 | Aug 13, 2019 | |
Cedar Wealth Management LLC | 623 | $18k | Jun 30, 2019 | Jul 24, 2019 | |
Cranbrook Wealth Management LLC | 581 | $17k | Jun 30, 2019 | Aug 7, 2019 | |
Accurate Investment Solutions Inc | 471 | $14k | Jun 30, 2019 | Jul 12, 2019 | |
Arbor Wealth Management LLC | 435 | $13k | Jun 30, 2019 | Jul 16, 2019 | |
Spiderrock Advisors LLC | 14,500 | $13k | Put | Jun 30, 2019 | Jul 29, 2019 |
Winch Advisory Services LLC | 421 | $12k | Jun 30, 2019 | Aug 7, 2019 | |
Concorde Asset Management LLC | 339 | $10k | Jun 30, 2019 | Aug 8, 2019 | |
Lucia Wealth Services LLC | 356 | $10k | Jun 30, 2019 | Jul 23, 2019 | |
Stevens First Principles Investment Advisors | 221 | $6k | Jun 30, 2019 | Jul 22, 2019 | |
Transamerica Financial Advisors Inc | 141 | $5k | Jun 30, 2019 | Aug 21, 2019 | |
Spectrum Management Group Inc | 180 | $5k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 180 | $5k | Jun 30, 2019 | Aug 2, 2019 | |
First National Corporation | 139 | $4k | Jun 30, 2019 | Jul 22, 2019 | |
Avondale Wealth Management LLC | 150 | $4k | Jun 30, 2019 | Jul 26, 2019 | |
Newfound Research LLC | 86 | $3k | Jun 30, 2019 | Aug 13, 2019 | |
Managed Account Advisors LLC | 38 | $1k | Jun 30, 2015 | Aug 14, 2015 | |
Independent Advisor Alliance LLC | 20,466 | $1k | Jun 30, 2019 | Aug 12, 2019 | |
Kovack Advisors Inc | 2 | $0k | Call | Jun 30, 2019 | Aug 14, 2019 |
GM Advisory Group Inc | 0 | $0k | Call | Jun 30, 2019 | Aug 9, 2019 |
Kovack International Advisors Inc | 2 | $0k | Call | Jun 30, 2019 | Aug 14, 2019 |