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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
International Value Advisers LLC 9,467,030 $274,544k Jun 30, 2019 Aug 13, 2019
Value Financial Advisers Inc 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 Financial Advisors LLC 4,100 $120,540k Jun 30, 2019 Jul 26, 2019
Quattro 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
Waddell & REED Inc 2,485,015 $72,065k Jun 30, 2019 Aug 14, 2019
Polar Capital LLP 2,485,000 $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 Ltd 695,400 $19,603k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 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 LLC 627,300 $17,307k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 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
HGI Capital Management LLC 200,003 $5,800k Jun 30, 2019 Jul 26, 2019
Mendon Capital Advisors Corp 200,000 $5,800k Jun 30, 2019 Aug 13, 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
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
Monetta Financial Services Inc 150,000 $4,350k Jun 30, 2019 Aug 9, 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 Financial Advisors Inc 73,880 $2,143k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 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
Kingfisher Capital LLC 34,454 $999k Jun 30, 2019 Aug 14, 2019
Sawgrass Asset Management LLC 34,459 $999k Jun 30, 2019 Jul 23, 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
Renaissance Investment Group LLC 32,859 $953k Jun 30, 2019 Aug 13, 2019
The Renaissance 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 Counsel LLC 30,560 $886k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 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
Moloney Securities Asset Management LLC 28,994 $841k Jun 30, 2019 Jul 29, 2019
Haverford Financial Services Inc 29,000 $841k Jun 30, 2019 Aug 13, 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
Summit Wealth Advisors Inc 24,028 $697k 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
Inspirion Wealth Advisors LLC 24,015 $696k Jun 30, 2019 Jul 15, 2019
Barry Investment Advisors LLC 24,007 $696k Jun 30, 2019 Jul 26, 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
Second Curve Capital LLC 22,000 $638k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 22,010 $638k Jun 30, 2019 Jul 18, 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
Arrowmark Colorado Holdings LLC 20,100 $583k Jun 30, 2019 Aug 14, 2019
WEIK Capital Management Inc 20,105 $583k Jun 30, 2019 Aug 9, 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
F3Logic LLC 19,615 $570k Jun 30, 2019 Aug 2, 2019
Barber Financial Group 19,650 $570k Jun 30, 2019 Aug 9, 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
Dumont & Blake Investment Advisors LLC 15,485 $449k Jun 30, 2019 Aug 1, 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
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
Biegel & Waller LLC 15,027 $436k Jun 30, 2019 Jul 23, 2019
Hall Capital Management Company Inc 15,029 $436k Jun 30, 2019 Aug 14, 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
Advisory Alpha LLC 13,710 $403k Jun 30, 2019 Aug 16, 2019
Twin Focus Capital Partners LLC 13,896 $403k Jun 30, 2019 Aug 14, 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
Highland Private Wealth Management 13,225 $384k Jun 30, 2019 Aug 13, 2019
Howland Capital Management LLC 13,233 $384k Jun 30, 2019 Jul 17, 2019
The Family FIRM Inc 13,194 $383k Jun 30, 2019 Aug 6, 2019
Northstar Financial Advisors LLC 13,100 $380k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 13,100 $380k Jun 30, 2019 Jul 17, 2019
Cardan Capital Partners LLC 13,069 $379k Jun 30, 2019 Jul 16, 2019
Segment Wealth Management LLC 13,073 $379k Jun 30, 2019 Jul 29, 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
Mirador Capital Partners LP 10,583 $307k Jun 30, 2019 Aug 6, 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
Berkeley Capital Partners LLC 10,525 $305k Jun 30, 2019 Aug 8, 2019
STA Wealth Management LLC 10,508 $305k Jun 30, 2019 Aug 14, 2019
Pring/Turner Capital Group Inc 12,388 $305k Dec 31, 2018 Feb 14, 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
Allied Investment Advisors LLC 10,190 $296k Jun 30, 2019 Jul 17, 2019
Driehaus Capital Management LLC 10,224 $296k Jun 30, 2019 Aug 14, 2019
Ipswich Investment Management Company Inc 10,176 $295k Jun 30, 2019 Jul 11, 2019
Zebra Capital Management LLC 10,071 $292k Jun 30, 2019 Aug 14, 2019
Rainey & Randall Investment Management Inc 10,059 $292k Jun 30, 2019 Jul 18, 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
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
The Northstar Group Inc 9,096 $264k Jun 30, 2019 Jul 12, 2019
Emerald Investment Partners LLC 9,111 $264k Jun 30, 2019 Aug 12, 2019
Strategic International Limited 9,057 $263k Jun 30, 2019 Jul 29, 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
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
SFMG LLC 8,206 $253k Jun 30, 2019 Aug 5, 2019
Logan Capital Management Inc 8,725 $253k Jun 30, 2019 Jul 24, 2019
BSW Wealth Partners LLC 8,732 $253k Jun 30, 2019 Aug 13, 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
Main Street Research LLC 8,305 $241k Jun 30, 2019 Aug 8, 2019
DF DENT and Company Inc 8,322 $241k Jun 30, 2019 Aug 15, 2019
WSFS Capital Management LLC 8,144 $236k Jun 30, 2019 Aug 14, 2019
American Money Management LLC 8,129 $236k Jun 30, 2019 Aug 12, 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 LLC 7,804 $226k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 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
Point72 Asset Management LP 7,500 $218k Jun 30, 2019 Aug 14, 2019
Wealthstar Advisors LLC 7,522 $218k Jun 30, 2019 Aug 7, 2019
Gentrust LLC 7,529 $218k Jun 30, 2019 Aug 2, 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
Wells Trecaso Financial Group LLC 7,202 $209k Jun 30, 2019 Jul 22, 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
Stewardship Advisors LLC 7,167 $208k Jun 30, 2019 Aug 12, 2019
Stewardship Financial 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
Castle Rock Wealth Management LLC 6,940 $201k Jun 30, 2019 Aug 8, 2019
Youngs Advisory Group Inc 6,915 $201k Jun 30, 2019 Jul 16, 2019
The Fiduciary Group LLC 6,743 $196k Jun 30, 2019 Aug 14, 2019
West Oak Capital LLC 6,769 $196k Jun 30, 2019 Jul 12, 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
ODEY Asset Management LLP 4,000 $116k Jun 30, 2019 Aug 14, 2019
Heritage Investment Group Inc 4,000 $116k Jun 30, 2019 Aug 13, 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 LLC 3,836 $111k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group Inc 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 LLC 2,959 $86k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 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
Spiderrock Advisors LLC 14,500 $13k Put Jun 30, 2019 Jul 29, 2019
Arbor Wealth Management LLC 435 $13k Jun 30, 2019 Jul 16, 2019
Winch Advisory Services LLC 421 $12k Jun 30, 2019 Aug 7, 2019
Lucia Wealth Services LLC 356 $10k Jun 30, 2019 Jul 23, 2019
Concorde Asset Management LLC 339 $10k Jun 30, 2019 Aug 8, 2019
Stevens First Principles Investment Advisors 221 $6k Jun 30, 2019 Jul 22, 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
Transamerica Financial Advisors Inc 141 $5k Jun 30, 2019 Aug 21, 2019
Avondale Wealth Management LLC 150 $4k Jun 30, 2019 Jul 26, 2019
First National Corporation 139 $4k Jun 30, 2019 Jul 22, 2019
Newfound Research LLC 86 $3k Jun 30, 2019 Aug 13, 2019
Independent Advisor Alliance LLC 20,466 $1k Jun 30, 2019 Aug 12, 2019
Managed Account Advisors LLC 38 $1k Jun 30, 2015 Aug 14, 2015
Kovack International Advisors Inc 2 $0k Call Jun 30, 2019 Aug 14, 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

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