Berkshire Hathaway, Inc.
(084670702)
Funds Reporting Holdings of Berkshire Hathaway, Inc. according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
MOON Capital Management LLC | 34,876 | $7,434,517k | Jun 30, 2019 | Jul 11, 2019 | |
Tower Bridge Advisors Inc | 18,833 | $4,014,631k | Jun 30, 2019 | Aug 6, 2019 | |
GS Investments Inc | 7,594 | $1,618,813k | Jun 30, 2019 | Aug 9, 2019 | |
Magellan Asset Management Limited | 4,795,006 | $1,022,151k | Jun 30, 2019 | Aug 13, 2019 | |
Retirement Income Solutions Inc | 4,170 | $889,000k | Jun 30, 2019 | Jul 23, 2019 | |
Brown Brothers Harriman & Co | 3,543,057 | $755,273k | Jun 30, 2019 | Aug 14, 2019 | |
Pershing Square Capital Management LP | 3,512,997 | $748,866k | Jun 30, 2019 | Aug 14, 2019 | |
Shapiro Capital Management LLC | 2,695 | $574,493k | Jun 30, 2019 | Aug 14, 2019 | |
First Manhattan Co | 2,398,282 | $511,241k | Jun 30, 2019 | Aug 16, 2019 | |
Gardner Russo & Gardner LLC | 2,332,814 | $497,286k | Jun 30, 2019 | Aug 13, 2019 | |
Diamond Hill Capital Management Inc | 2,224,743 | $474,248k | Jun 30, 2019 | Aug 1, 2019 | |
Arlington Value Capital LLC | 2,006,516 | $427,729k | Jun 30, 2019 | Aug 14, 2019 | |
Quattro Advisors LLC | 2,010 | $417,276k | Jun 30, 2019 | Jul 26, 2019 | |
Quattro Financial Advisors LLC | 2,010 | $417,276k | Jun 30, 2019 | Jul 26, 2019 | |
The London Company of Virginia LLC | 1,533,997 | $327,002k | Jun 30, 2019 | Aug 14, 2019 | |
Ruane Cunniff & Goldfarb LP | 1,372,332 | $292,540k | Jun 30, 2019 | Aug 14, 2019 | |
Brave Warrior Advisors LLC | 1,259,424 | $268,471k | Jun 30, 2019 | Aug 14, 2019 | |
Vontobel Asset Management Inc | 1,141,164 | $254,120k | Jun 30, 2019 | Aug 14, 2019 | |
MAR Vista Investment Partners LLC | 979,747 | $208,853k | Jun 30, 2019 | Aug 13, 2019 | |
Renaissance Technologies LLC | 935,100 | $199,335k | Jun 30, 2019 | Aug 12, 2019 | |
Global Endowment Management LP | 889,280 | $189,568k | Jun 30, 2019 | Aug 12, 2019 | |
Douglass Winthrop Advisors LLC | 812,015 | $173,097k | Jun 30, 2019 | Jul 10, 2019 | |
Weitz Investment Management Inc | 809,407 | $172,541k | Jun 30, 2019 | Aug 8, 2019 | |
Brandywine Global Investment Management LLC | 795,203 | $169,514k | Jun 30, 2019 | Aug 14, 2019 | |
Scharf Investments LLC | 691,203 | $147,343k | Jun 30, 2019 | Aug 13, 2019 | |
Kovitz Investment Group Partners LLC | 687,504 | $146,555k | Jun 30, 2019 | Aug 14, 2019 | |
Polar Capital LLP | 679,973 | $144,950k | Jun 30, 2019 | Aug 14, 2019 | |
Panagora Asset Management Inc | 678,572 | $144,651k | Jun 30, 2019 | Aug 9, 2019 | |
Marathon Asset Management LLP | 562,165 | $119,830k | Jun 30, 2019 | Jul 15, 2019 | |
Morningstar Investment Services LLC | 561,137 | $119,618k | Jun 30, 2019 | Aug 13, 2019 | |
Artisan Partners Limited Partnership | 543,171 | $115,788k | Jun 30, 2019 | Aug 9, 2019 | |
LEE Danner & BASS Inc | 508,366 | $108,368k | Jun 30, 2019 | Jul 30, 2019 | |
Saratoga Research & Investment Management | 469,160 | $100,011k | Jun 30, 2019 | Jul 24, 2019 | |
ACR Alpine Capital Research LLC | 462,924 | $98,681k | Jun 30, 2019 | Aug 5, 2019 | |
Lourd Capital LLC | 461,914 | $98,466k | Jun 30, 2019 | Jul 11, 2019 | |
Value Financial Advisers Inc | 447,448 | $95,382k | Jun 30, 2019 | Aug 13, 2019 | |
International Value Advisers LLC | 447,448 | $95,382k | Jun 30, 2019 | Aug 13, 2019 | |
Cambridge Investment Research Advisors Inc | 430,074 | $91,679k | Jun 30, 2019 | Aug 15, 2019 | |
Schwerin Boyle Capital Management Inc | 420,685 | $89,677k | Jun 30, 2019 | Aug 13, 2019 | |
River ROAD Asset Management LLC | 406,470 | $86,647k | Jun 30, 2019 | Aug 12, 2019 | |
Smead Capital Management Inc | 387,874 | $82,683k | Jun 30, 2019 | Jul 26, 2019 | |
Madison Investment Holdings Inc | 386,054 | $82,295k | Jun 30, 2019 | Aug 13, 2019 | |
Hosking Partners LLP | 385,151 | $82,103k | Jun 30, 2019 | Aug 13, 2019 | |
Waddell & REED Inc | 380,515 | $81,114k | Jun 30, 2019 | Aug 14, 2019 | |
Wallace Capital Management Inc | 378,095 | $80,599k | Jun 30, 2019 | Aug 12, 2019 | |
Golub Group LLC | 355,071 | $75,691k | Jun 30, 2019 | Aug 13, 2019 | |
Burgundy Asset Management Ltd | 340,492 | $72,583k | Jun 30, 2019 | Aug 14, 2019 | |
Waverton Investment Management Limited | 331,586 | $70,684k | Jun 30, 2019 | Jul 17, 2019 | |
Southeast Asset Advisors Inc | 324,986 | $69,277k | Jun 30, 2019 | Aug 14, 2019 | |
Williams Jones & Associates LLC | 324,536 | $69,181k | Jun 30, 2019 | Aug 14, 2019 | |
Seizert Capital Partners LLC | 316,662 | $67,503k | Jun 30, 2019 | Aug 6, 2019 | |
van DEN BERG Management I Inc | 314,291 | $66,997k | Jun 30, 2019 | Aug 14, 2019 | |
Hermes Investment Management Limited | 327,453 | $61,119k | Jun 30, 2018 | Jul 24, 2018 | |
AKRE Capital Management LLC | 286,129 | $60,994k | Jun 30, 2019 | Aug 13, 2019 | |
Shayne & Co LLC | 279,333 | $59,545k | Jun 30, 2019 | Jul 24, 2019 | |
Sather Financial Group Inc | 269,339 | $57,414k | Jun 30, 2019 | Jul 23, 2019 | |
Personal Capital Advisors Corporation | 267,354 | $56,992k | Jun 30, 2019 | Aug 14, 2019 | |
MRAZ Amerine & Associates Inc | 256,457 | $54,669k | Jun 30, 2019 | Aug 2, 2019 | |
Tweedy Browne Company LLC | 254,610 | $54,275k | Jun 30, 2019 | Aug 5, 2019 | |
SFMG LLC | 253,309 | $53,170k | Jun 30, 2019 | Aug 5, 2019 | |
Foresters Investment Management Company Inc | 241,073 | $51,390k | Jun 30, 2019 | Aug 12, 2019 | |
Clifford SWAN Investment Counsel LLC | 235,364 | $50,173k | Jun 30, 2019 | Aug 13, 2019 | |
BECK MACK & Oliver LLC | 234,204 | $49,925k | Jun 30, 2019 | Aug 13, 2019 | |
The Northstar Group Inc | 227,839 | $48,569k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 227,839 | $48,569k | Jun 30, 2019 | Jul 12, 2019 | |
Crestwood Advisors Group LLC | 219,326 | $46,754k | Jun 30, 2019 | Aug 14, 2019 | |
Edgemoor Investment Advisors Inc | 218,818 | $46,645k | Jun 30, 2019 | Aug 9, 2019 | |
Pacifica Capital Investments LLC | 217,044 | $46,267k | Jun 30, 2019 | Aug 7, 2019 | |
Prospector Partners LLC | 211,650 | $45,117k | Jun 30, 2019 | Aug 14, 2019 | |
COOK & Bynum Capital Management LLC | 207,790 | $44,529k | Jun 30, 2019 | Aug 14, 2019 | |
Klingenstein Fields & Co LLC | 205,050 | $43,711k | Jun 30, 2019 | Aug 12, 2019 | |
RWWM Inc | 203,501 | $43,423k | Jun 30, 2019 | Aug 9, 2019 | |
Cheviot Value Management LLC | 195,778 | $41,734k | Jun 30, 2019 | Aug 14, 2019 | |
Interocean Capital LLC | 193,606 | $41,271k | Jun 30, 2019 | Aug 13, 2019 | |
S & Co Inc | 193,247 | $41,194k | Jun 30, 2019 | Jul 23, 2019 | |
Avalon Advisors LLC | 188,978 | $40,284k | Jun 30, 2019 | Aug 14, 2019 | |
Staley Capital Advisers Inc | 188,616 | $40,207k | Jun 30, 2019 | Aug 9, 2019 | |
Fairview Capital Investment Management LLC | 185,950 | $39,638k | Jun 30, 2019 | Aug 14, 2019 | |
Rothschild & Co Asset Management US Inc | 185,537 | $39,551k | Jun 30, 2019 | Jul 25, 2019 | |
Pacer Advisors Inc | 184,945 | $39,425k | Jun 30, 2019 | Aug 12, 2019 | |
Sawgrass Asset Management LLC | 181,988 | $38,794k | Jun 30, 2019 | Jul 23, 2019 | |
Semper Augustus Investments Group LLC | 181,295 | $38,647k | Jun 30, 2019 | Aug 13, 2019 | |
Confluence Investment Management LLC | 179,618 | $38,289k | Jun 30, 2019 | Jul 24, 2019 | |
Carnegie Capital Asset Management LLC | 175,205 | $37,348k | Jun 30, 2019 | Jul 24, 2019 | |
Gabalex Capital Management LLC | 175,000 | $37,305k | Jun 30, 2019 | Aug 1, 2019 | |
Archon Partners LLC | 168,040 | $35,821k | Jun 30, 2019 | Aug 14, 2019 | |
Foundation Resource Management Inc | 166,566 | $35,507k | Jun 30, 2019 | Jul 10, 2019 | |
Locust WOOD Capital Advisers LLC | 164,684 | $35,106k | Jun 30, 2019 | Jul 24, 2019 | |
Parthenon LLC | 164,464 | $35,059k | Jun 30, 2019 | Jul 29, 2019 | |
ECHO Street Capital Management LLC | 164,047 | $34,970k | Jun 30, 2019 | Aug 14, 2019 | |
East Coast Asset Management LLC | 163,164 | $34,782k | Jun 30, 2019 | Aug 14, 2019 | |
Cadinha & Co LLC | 158,899 | $33,872k | Jun 30, 2019 | Aug 9, 2019 | |
Account Management LLC | 156,652 | $33,394k | Jun 30, 2019 | Aug 8, 2019 | |
Founders Capital Management Inc | 155,236 | $33,092k | Jun 30, 2019 | Jul 11, 2019 | |
Founders Capital Management LLC | 155,236 | $33,092k | Jun 30, 2019 | Jul 11, 2019 | |
Foster Dykema Cabot & Co Incorporated | 150,743 | $32,134k | Jun 30, 2019 | Aug 6, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 148,244 | $31,601k | Jun 30, 2019 | Aug 13, 2019 | |
Fenimore Asset Management Inc | 146,694 | $31,271k | Jun 30, 2019 | Jul 16, 2019 | |
Tocqueville Asset Management LP | 144,677 | $30,841k | Jun 30, 2019 | Jul 31, 2019 | |
Stevens Capital Management LP | 141,762 | $30,219k | Jun 30, 2019 | Jul 31, 2019 | |
Sentry Investment Management LLC | 138,088 | $29,436k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 138,088 | $29,436k | Jun 30, 2019 | Aug 12, 2019 | |
Bridgewater Associates LP | 134,847 | $28,745k | Jun 30, 2019 | Aug 13, 2019 | |
Asset Management Advisors Inc | 134,119 | $28,590k | Jun 30, 2019 | Jul 26, 2019 | |
Asset Management Advisors LLC | 134,119 | $28,590k | Jun 30, 2019 | Jul 26, 2019 | |
Dupont Capital Management Corp | 129,115 | $27,523k | Jun 30, 2019 | Jul 30, 2019 | |
Shufro ROSE & Co LLC | 128,757 | $27,447k | Jun 30, 2019 | Jul 24, 2019 | |
Stack Financial Management Inc | 128,698 | $27,435k | Jun 30, 2019 | Jul 30, 2019 | |
Cooke & Bieler LP | 128,700 | $27,435k | Jun 30, 2019 | Aug 12, 2019 | |
Anchor Capital Advisors LLC | 124,971 | $26,640k | Jun 30, 2019 | Aug 1, 2019 | |
Sprucegrove Investment Management Ltd | 124,954 | $26,636k | Jun 30, 2019 | Aug 12, 2019 | |
Yacktman Asset Management LP | 123,541 | $26,335k | Jun 30, 2019 | Aug 2, 2019 | |
Harvey Investment Company LLC | 123,471 | $26,320k | Jun 30, 2019 | Jul 16, 2019 | |
Rockshelter Capital Management LLC | 121,879 | $25,981k | Jun 30, 2019 | Aug 14, 2019 | |
Badgley Phelps and Bell Inc | 120,944 | $25,782k | Jun 30, 2019 | Jul 30, 2019 | |
Regentatlantic Capital LLC | 113,740 | $24,246k | Jun 30, 2019 | Jul 23, 2019 | |
The Roosevelt Investment Group Inc | 109,648 | $23,374k | Jun 30, 2019 | Aug 8, 2019 | |
Pecaut & Co | 108,527 | $23,135k | Jun 30, 2019 | Aug 8, 2019 | |
Hendershot Investments Inc | 108,313 | $23,089k | Jun 30, 2019 | Jul 31, 2019 | |
ALTA Capital Management LLC | 106,892 | $22,786k | Jun 30, 2019 | Jul 26, 2019 | |
CWA Asset Management Group LLC | 106,599 | $22,724k | Jun 30, 2019 | Aug 13, 2019 | |
Zuckerman Investment Group LLC | 106,408 | $22,683k | Jun 30, 2019 | Aug 14, 2019 | |
Suncoast Equity Management LLC | 102,464 | $21,842k | Jun 30, 2019 | Jul 26, 2019 | |
Grandfield & DODD LLC | 101,589 | $21,656k | Jun 30, 2019 | Jul 29, 2019 | |
Texas Yale Capital Corp | 101,450 | $21,626k | Jun 30, 2019 | Jul 24, 2019 | |
Grand JEAN Capital Management Inc | 104,699 | $21,319k | Jun 30, 2019 | Aug 13, 2019 | |
Taconic Capital Advisors LP | 100,000 | $21,317k | Jun 30, 2019 | Aug 14, 2019 | |
KMS Financial Services Inc | 152,880 | $21,119k | Sep 30, 2014 | Nov 17, 2014 | |
JRM Investment Counsel LLC | 99,039 | $21,112k | Jun 30, 2019 | Aug 6, 2019 | |
Menlo Advisors LLC | 98,380 | $20,971k | Jun 30, 2019 | Jul 17, 2019 | |
OFI Advisors LLC | 158,060 | $20,611k | Sep 30, 2015 | Nov 16, 2015 | |
Ridgewood Investments LLC | 94,946 | $20,240k | Jun 30, 2019 | Jul 12, 2019 | |
Eubel Brady & Suttman Asset Management Inc | 94,554 | $20,156k | Jun 30, 2019 | Aug 12, 2019 | |
Matthew GOFF Investment Advisor LLC | 93,187 | $19,865k | Jun 30, 2019 | Aug 5, 2019 | |
TT International | 92,947 | $19,813k | Jun 30, 2019 | Aug 12, 2019 | |
Cornerstone Advisors Inc | 97,000 | $19,486k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Advisors LLC | 97,000 | $19,486k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Investment Advisors LLC | 97,000 | $19,486k | Mar 31, 2019 | May 13, 2019 | |
Port Capital LLC | 91,177 | $19,436k | Jun 30, 2019 | Aug 14, 2019 | |
Spears Abacus Advisors LLC | 91,094 | $19,419k | Jun 30, 2019 | Aug 9, 2019 | |
Granite Group Advisors LLC | 90,006 | $19,187k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 90,006 | $19,187k | Jun 30, 2019 | Jul 23, 2019 | |
Aspiriant LLC | 86,299 | $18,400k | Jun 30, 2019 | Aug 6, 2019 | |
Financial Counselors Inc | 85,331 | $18,190k | Jun 30, 2019 | Aug 14, 2019 | |
Elgethun Capital Management | 84,735 | $18,063k | Jun 30, 2019 | Aug 8, 2019 | |
Barrett Asset Management LLC | 84,530 | $18,019k | Jun 30, 2019 | Aug 5, 2019 | |
Heartland Advisors Inc | 84,219 | $17,953k | Jun 30, 2019 | Aug 8, 2019 | |
Highland Capital Management LLC | 80,617 | $17,185k | Jun 30, 2019 | Jul 29, 2019 | |
Buckingham Asset Management LLC | 77,630 | $16,548k | Jun 30, 2019 | Aug 5, 2019 | |
Dowling & Yahnke LLC | 77,230 | $16,463k | Jun 30, 2019 | Jul 22, 2019 | |
Courant Investment Management LLC | 76,149 | $16,233k | Jun 30, 2019 | Jul 24, 2019 | |
Welch & Forbes LLC | 75,106 | $16,010k | Jun 30, 2019 | Jul 12, 2019 | |
Meridian Wealth Management LLC | 7,451 | $15,884k | Jun 30, 2019 | Jul 19, 2019 | |
GFS Advisors LLC | 72,993 | $15,560k | Jun 30, 2019 | Aug 1, 2019 | |
Spinnaker Investment Group LLC | 72,168 | $15,384k | Jun 30, 2019 | Jul 11, 2019 | |
Carret Asset Management LLC | 70,795 | $15,091k | Jun 30, 2019 | Aug 12, 2019 | |
Torray LLC | 70,631 | $15,056k | Jun 30, 2019 | Aug 8, 2019 | |
Schaller Investment Group Inc | 70,413 | $15,010k | Jun 30, 2019 | Aug 9, 2019 | |
Spindletop Capital LLC | 70,000 | $14,922k | Jun 30, 2019 | Aug 12, 2019 | |
Frontier Wealth Management LLC | 68,334 | $14,567k | Jun 30, 2019 | Aug 16, 2019 | |
Arbor Wealth Management LLC | 67,427 | $14,373k | Jun 30, 2019 | Jul 16, 2019 | |
Homrich & BERG Inc | 67,012 | $14,285k | Jun 30, 2019 | Aug 5, 2019 | |
Twin Capital Management Inc | 66,913 | $14,264k | Jun 30, 2019 | Aug 1, 2019 | |
Segment Wealth Management LLC | 65,869 | $14,041k | Jun 30, 2019 | Jul 29, 2019 | |
Baker Ellis Asset Management LLC | 65,167 | $13,892k | Jun 30, 2019 | Aug 12, 2019 | |
Boston Family Office LLC | 64,958 | $13,847k | Jun 30, 2019 | Jul 30, 2019 | |
Hoylecohen LLC | 64,942 | $13,844k | Jun 30, 2019 | Aug 9, 2019 | |
Montag A & Associates Inc | 64,669 | $13,785k | Jun 30, 2019 | Aug 6, 2019 | |
Janney Capital Management LLC | 64,466 | $13,742k | Jun 30, 2019 | Jul 29, 2019 | |
Ferguson Wellman Capital Management Inc | 63,149 | $13,461k | Jun 30, 2019 | Jul 16, 2019 | |
Cypress Capital Management LLC | 62,880 | $13,404k | Jun 30, 2019 | Aug 5, 2019 | |
Hendley & Co Inc | 62,255 | $13,271k | Jun 30, 2019 | Aug 8, 2019 | |
Congress Park Capital LLC | 63,154 | $13,256k | Jun 30, 2019 | Aug 2, 2019 | |
Westchester Capital Management Inc | 62,172 | $13,253k | Jun 30, 2019 | Aug 5, 2019 | |
Westchester Capital Management LLC | 62,172 | $13,253k | Jun 30, 2019 | Aug 5, 2019 | |
Sequoia Financial Advisors LLC | 61,607 | $13,133k | Jun 30, 2019 | Jul 31, 2019 | |
Callahan Advisors LLC | 61,203 | $13,047k | Jun 30, 2019 | Jul 17, 2019 | |
Pacific Global Investment Management Co | 61,117 | $13,028k | Jun 30, 2019 | Aug 14, 2019 | |
Adams Diversified Equity Fund Inc | 60,900 | $12,982k | Jun 30, 2019 | Jul 29, 2019 | |
Capco Asset Management LLC | 60,605 | $12,919k | Jun 30, 2019 | Aug 8, 2019 | |
WEIK Capital Management Inc | 60,090 | $12,809k | Jun 30, 2019 | Aug 9, 2019 | |
Private Wealth Partners LLC | 59,244 | $12,629k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 59,244 | $12,629k | Jun 30, 2019 | Aug 6, 2019 | |
QS Investors LLC | 58,344 | $12,438k | Jun 30, 2019 | Aug 14, 2019 | |
Altium Wealth Management LLC | 58,344 | $12,437k | Jun 30, 2019 | Jul 18, 2019 | |
BAHL & Gaynor Inc | 58,244 | $12,416k | Jun 30, 2019 | Aug 12, 2019 | |
Premier Asset Management LLC | 57,966 | $12,356k | Jun 30, 2019 | Aug 7, 2019 | |
Managed Account Advisors LLC | 89,926 | $12,240k | Jun 30, 2015 | Aug 14, 2015 | |
Eagle Global Advisors LLC | 56,150 | $11,969k | Jun 30, 2019 | Aug 13, 2019 | |
Goodhaven Capital Management LLC | 56,009 | $11,939k | Jun 30, 2019 | Aug 13, 2019 | |
Overbrook Management Corporation | 55,797 | $11,894k | Jun 30, 2019 | Aug 13, 2019 | |
Poehling Capital Management Inc | 54,984 | $11,721k | Jun 30, 2019 | Aug 9, 2019 | |
Violich Capital Management | 53,505 | $11,406k | Jun 30, 2019 | Jul 22, 2019 | |
Capwealth Advisors LLC | 52,918 | $11,281k | Jun 30, 2019 | Aug 13, 2019 | |
Middleton & Company Inc | 52,772 | $11,249k | Jun 30, 2019 | Jul 25, 2019 | |
Martin Investment Management LLC | 52,560 | $11,204k | Jun 30, 2019 | Aug 7, 2019 | |
West Coast Financial LLC | 52,553 | $11,203k | Jun 30, 2019 | Jul 16, 2019 | |
1919 Investment Counsel LLC | 80,984 | $11,188k | Sep 30, 2014 | Nov 14, 2014 | |
Murphy Capital Management Inc | 52,123 | $11,111k | Jun 30, 2019 | Jul 22, 2019 | |
Choate Investment Advisors LLC | 52,066 | $11,099k | Jun 30, 2019 | Aug 14, 2019 | |
WP Advisors LLC | 51,900 | $11,064k | Jun 30, 2019 | Jul 23, 2019 | |
Miracle MILE Advisors LLC | 51,720 | $11,025k | Jun 30, 2019 | Aug 7, 2019 | |
California Capital Advisors Inc | 51,602 | $11,000k | Jun 30, 2019 | Jul 15, 2019 | |
Northpointe Capital LLC | 50,973 | $10,866k | Jun 30, 2019 | Jul 26, 2019 | |
Ramsay Stattman VELA & Price Inc | 49,215 | $10,491k | Jun 30, 2019 | Aug 9, 2019 | |
Altavista Wealth Management Inc | 48,623 | $10,365k | Jun 30, 2019 | Aug 13, 2019 | |
Kelman Lazarov Inc | 47,630 | $10,153k | Jun 30, 2019 | Jul 22, 2019 | |
Main Street Research LLC | 47,524 | $10,131k | Jun 30, 2019 | Aug 8, 2019 | |
Intrepid Capital Management Inc | 47,439 | $10,113k | Jun 30, 2019 | Aug 13, 2019 | |
Alexandria Capital LLC | 46,926 | $10,003k | Jun 30, 2019 | Aug 12, 2019 | |
Howland Capital Management LLC | 46,787 | $9,974k | Jun 30, 2019 | Jul 17, 2019 | |
Lehman Financial Resources Inc | 46,414 | $9,937k | Sep 30, 2018 | Nov 14, 2018 | |
Shepherd Kaplan Krochuk LLC | 45,563 | $9,713k | Jun 30, 2019 | Aug 12, 2019 | |
DOCK Street Asset Management Inc | 44,758 | $9,541k | Jun 30, 2019 | Jul 31, 2019 | |
Signature Financial Management Inc | 46,651 | $9,523k | Dec 31, 2018 | Feb 13, 2019 | |
USCA RIA LLC | 44,239 | $9,430k | Jun 30, 2019 | Aug 14, 2019 | |
Court Place Advisors LLC | 43,825 | $9,342k | Jun 30, 2019 | Jul 30, 2019 | |
SVA Plumb Wealth Management LLC | 43,459 | $9,264k | Jun 30, 2019 | Aug 13, 2019 | |
Buckley Wealth Management LLC | 43,240 | $9,217k | Jun 30, 2019 | Jul 19, 2019 | |
Bronfman EL Rothschild LP | 42,632 | $9,088k | Jun 30, 2019 | Aug 12, 2019 | |
Corda Investment Management LLC | 42,441 | $9,047k | Jun 30, 2019 | Aug 9, 2019 | |
Weybosset Research & Management LLC | 42,353 | $9,028k | Jun 30, 2019 | Jul 22, 2019 | |
Perkins Investment Management LLC | 53,888 | $8,982k | Mar 31, 2017 | May 15, 2017 | |
Clear Harbor Asset Management LLC | 42,106 | $8,976k | Jun 30, 2019 | Jul 22, 2019 | |
Keeler Thomas Management LLC | 41,578 | $8,863k | Jun 30, 2019 | Jul 31, 2019 | |
Peak Asset Management LLC | 41,128 | $8,767k | Jun 30, 2019 | Aug 15, 2019 | |
DF DENT and Company Inc | 40,997 | $8,739k | Jun 30, 2019 | Aug 15, 2019 | |
Motley FOOL Asset Management LLC | 40,983 | $8,736k | Jun 30, 2019 | Aug 14, 2019 | |
Round Table Services LLC | 40,010 | $8,529k | Jun 30, 2019 | Jul 17, 2019 | |
Exchange Capital Management Inc | 39,850 | $8,495k | Jun 30, 2019 | Jul 22, 2019 | |
Gratus Capital LLC | 39,605 | $8,443k | Jun 30, 2019 | Aug 7, 2019 | |
Summit Financial Strategies Inc | 39,604 | $8,442k | Jun 30, 2019 | Aug 8, 2019 | |
Allen Investment Management LLC | 39,573 | $8,436k | Jun 30, 2019 | Aug 12, 2019 | |
Clear Perspective Advisors LLC | 3,922 | $8,351k | Jun 30, 2019 | Aug 12, 2019 | |
Summit Asset Management LLC | 38,813 | $8,274k | Jun 30, 2019 | Aug 7, 2019 | |
Beese Fulmer Investment Management Inc | 38,517 | $8,211k | Jun 30, 2019 | Jul 5, 2019 | |
Birch Hill Investment Advisors LLC | 38,444 | $8,195k | Jun 30, 2019 | Jul 22, 2019 | |
Punch & Associates Investment Management Inc | 38,226 | $8,149k | Jun 30, 2019 | Aug 14, 2019 | |
Smith & Howard Wealth Management LLC | 37,568 | $8,008k | Jun 30, 2019 | Jul 23, 2019 | |
Steinberg Global Asset Management Ltd | 39,772 | $7,990k | Mar 31, 2019 | Apr 24, 2019 | |
Youngs Advisory Group Inc | 37,366 | $7,965k | Jun 30, 2019 | Jul 16, 2019 | |
Hutner Capital Management Inc | 37,276 | $7,946k | Jun 30, 2019 | Aug 7, 2019 | |
Symons Capital Management Inc | 36,858 | $7,858k | Jun 30, 2019 | Aug 12, 2019 | |
NWAM LLC | 36,729 | $7,830k | Jun 30, 2019 | Jul 18, 2019 | |
Covey Capital Advisors LLC | 35,833 | $7,639k | Jun 30, 2019 | Aug 8, 2019 | |
Evanson Asset Management LLC | 34,364 | $7,325k | Jun 30, 2019 | Jul 11, 2019 | |
Asset Advisors Investment Management LLC | 33,464 | $7,134k | Jun 30, 2019 | Jul 25, 2019 | |
Alpha Cubed Investments LLC | 33,442 | $7,129k | Jun 30, 2019 | Jul 19, 2019 | |
BLB & B Advisors LLC | 33,358 | $7,111k | Jun 30, 2019 | Jul 29, 2019 | |
EOS Management LP | 33,250 | $7,088k | Jun 30, 2019 | Aug 6, 2019 | |
Cubic Asset Management LLC | 32,242 | $6,873k | Jun 30, 2019 | Jul 29, 2019 | |
Provise Management Group LLC | 32,135 | $6,850k | Jun 30, 2019 | Aug 9, 2019 | |
Level Four Advisory Services LLC | 32,144 | $6,850k | Jun 30, 2019 | Aug 14, 2019 | |
Centre Asset Management LLC | 31,880 | $6,796k | Jun 30, 2019 | Jul 15, 2019 | |
Mission Wealth Management LP | 31,169 | $6,644k | Jun 30, 2019 | Aug 9, 2019 | |
Kiley Juergens Wealth Management LLC | 30,818 | $6,569k | Jun 30, 2019 | Jul 11, 2019 | |
Arlington Partners LLC | 30,522 | $6,506k | Jun 30, 2019 | Jul 10, 2019 | |
Jasper Ridge Partners LP | 30,450 | $6,491k | Jun 30, 2019 | Aug 9, 2019 | |
Goelzer Investment Management Inc | 30,372 | $6,474k | Jun 30, 2019 | Jul 29, 2019 | |
PRIO Wealth Limited Partnership | 30,317 | $6,462k | Jun 30, 2019 | Jul 18, 2019 | |
Richard Bernstein Advisors LLC | 30,261 | $6,450k | Jun 30, 2019 | Aug 9, 2019 | |
van Hulzen Asset Management LLC | 29,986 | $6,392k | Jun 30, 2019 | Aug 8, 2019 | |
Clearstead Advisors LLC | 29,863 | $6,366k | Jun 30, 2019 | Aug 8, 2019 | |
YCG LLC | 28,593 | $6,095k | Jun 30, 2019 | Jul 23, 2019 | |
Cahill Financial Advisors Inc | 28,559 | $6,088k | Jun 30, 2019 | Aug 14, 2019 | |
Karpas Strategies LLC | 28,219 | $6,015k | Jun 30, 2019 | Jul 25, 2019 | |
Osterweis Capital Management Inc | 28,160 | $6,003k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management LLC | 28,160 | $6,003k | Jun 30, 2019 | Aug 14, 2019 | |
Markston International LLC | 28,093 | $5,989k | Jun 30, 2019 | Aug 6, 2019 | |
Whitnell & Co | 27,853 | $5,937k | Jun 30, 2019 | Jul 16, 2019 | |
Evergreen Capital Management LLC | 27,842 | $5,935k | Jun 30, 2019 | Aug 14, 2019 | |
Stearns Financial Services Group Inc | 27,748 | $5,915k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Advisory LLC | 27,744 | $5,914k | Jun 30, 2019 | Aug 8, 2019 | |
Mirador Capital Partners LP | 27,503 | $5,863k | Jun 30, 2019 | Aug 6, 2019 | |
Moloney Securities Asset Management LLC | 27,420 | $5,845k | Jun 30, 2019 | Jul 29, 2019 | |
Aldebaran Financial Inc | 27,243 | $5,807k | Jun 30, 2019 | Aug 14, 2019 | |
Murphy Pohlad Asset Management LLC | 27,241 | $5,806k | Jun 30, 2019 | Aug 6, 2019 | |
Hartline Investment Corp | 27,195 | $5,797k | Jun 30, 2019 | Aug 8, 2019 | |
Stokes & Hubbell Capital Management LLC | 28,628 | $5,751k | Mar 31, 2019 | Apr 24, 2019 | |
RAAB & Moskowitz Asset Management LLC | 26,478 | $5,644k | Jun 30, 2019 | Aug 9, 2019 | |
Cleararc Capital Inc | 26,335 | $5,614k | Jun 30, 2019 | Aug 7, 2019 | |
Motley FOOL Wealth Management LLC | 26,113 | $5,567k | Jun 30, 2019 | Aug 14, 2019 | |
Dynamic Advisor Solutions LLC | 26,078 | $5,559k | Jun 30, 2019 | Aug 13, 2019 | |
Telos Capital Management Inc | 25,839 | $5,509k | Jun 30, 2019 | Jul 19, 2019 | |
American Financial Advisors Inc | 25,489 | $5,433k | Jun 30, 2019 | Aug 12, 2019 | |
American Trust Investment Advisors LLC | 25,489 | $5,433k | Jun 30, 2019 | Aug 12, 2019 | |
American Financial Advisors LLC | 25,489 | $5,433k | Jun 30, 2019 | Aug 12, 2019 | |
Harbor Advisory Corporation | 25,471 | $5,430k | Jun 30, 2019 | Jul 30, 2019 | |
Harbor Investment Advisory LLC | 25,471 | $5,430k | Jun 30, 2019 | Jul 30, 2019 | |
Churchill Management Corp | 25,384 | $5,411k | Jun 30, 2019 | Jul 10, 2019 | |
CPWM LLC | 25,341 | $5,402k | Jun 30, 2019 | Aug 2, 2019 | |
Riverpark Advisors LLC | 25,185 | $5,369k | Jun 30, 2019 | Aug 13, 2019 | |
Wedgewood Partners Inc | 25,185 | $5,368k | Jun 30, 2019 | Aug 14, 2019 | |
Auxier Asset Management LLC | 25,180 | $5,368k | Jun 30, 2019 | Aug 15, 2019 | |
Excalibur Management Corp | 25,104 | $5,351k | Jun 30, 2019 | Jul 26, 2019 | |
Seabridge Investment Advisors LLC | 25,078 | $5,346k | Jun 30, 2019 | Jul 18, 2019 | |
TDAM USA Inc | 24,994 | $5,328k | Jun 30, 2019 | Aug 1, 2019 | |
Carnick & Kubik Group LLC | 24,685 | $5,263k | Jun 30, 2019 | Jul 30, 2019 | |
Arlington Financial Advisors LLC | 24,634 | $5,251k | Jun 30, 2019 | Aug 5, 2019 | |
The Rikoon Group LLC | 24,496 | $5,222k | Jun 30, 2019 | Aug 6, 2019 | |
DEAN Investment Associates LLC | 24,171 | $5,153k | Jun 30, 2019 | Aug 14, 2019 | |
Private Vista LLC | 24,155 | $5,151k | Jun 30, 2019 | Jul 19, 2019 | |
Telemus Capital LLC | 25,551 | $5,052k | Jun 30, 2019 | Aug 9, 2019 | |
Element Capital Management LLC | 23,595 | $5,030k | Jun 30, 2019 | Aug 14, 2019 | |
BKD Wealth Advisors LLC | 23,491 | $5,007k | Jun 30, 2019 | Jul 10, 2019 | |
KJ Harrison & Partners USA Inc | 23,427 | $4,994k | Jun 30, 2019 | Aug 5, 2019 | |
Autus Asset Management LLC | 23,365 | $4,981k | Jun 30, 2019 | Jul 15, 2019 | |
DAVY Asset Management Limited | 23,205 | $4,947k | Jun 30, 2019 | Jul 19, 2019 | |
Pratt Collard Advisory Partners LLC | 22,997 | $4,902k | Jun 30, 2019 | Jul 16, 2019 | |
Jolley Asset Management LLC | 22,937 | $4,889k | Jun 30, 2019 | Jul 22, 2019 | |
Cambridge Advisors Inc | 22,857 | $4,872k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 22,857 | $4,872k | Jun 30, 2019 | Jul 26, 2019 | |
Vestor Capital LLC | 22,734 | $4,846k | Jun 30, 2019 | Aug 6, 2019 | |
Mairs and Power Inc | 22,396 | $4,774k | Jun 30, 2019 | Aug 14, 2019 | |
Marietta Investment Partners LLC | 21,980 | $4,685k | Jun 30, 2019 | Aug 13, 2019 | |
BOYS Arnold & Company Inc | 21,791 | $4,645k | Jun 30, 2019 | Aug 1, 2019 | |
Ancora Family Wealth Advisors LLC | 31,728 | $4,584k | Sep 30, 2016 | Nov 4, 2016 | |
Investment Counselors of Maryland LLC | 20,977 | $4,472k | Jun 30, 2019 | Aug 5, 2019 | |
Boston Research and Management Inc | 20,958 | $4,467k | Jun 30, 2019 | Aug 7, 2019 | |
Ropes Wealth Advisors LLC | 20,835 | $4,441k | Jun 30, 2019 | Jul 31, 2019 | |
Beddow Capital Management Inc | 20,677 | $4,408k | Jun 30, 2019 | Aug 9, 2019 | |
Twin Focus Capital Partners LLC | 20,575 | $4,386k | Jun 30, 2019 | Aug 14, 2019 | |
Cannell Capital LLC | 20,470 | $4,364k | Jun 30, 2019 | Aug 14, 2019 | |
Johanson Financial Advisors Inc | 20,350 | $4,341k | Jun 30, 2019 | Jul 29, 2019 | |
GHP Investment Advisors Inc | 20,273 | $4,322k | Jun 30, 2019 | Aug 2, 2019 | |
Prelude Capital Management LLC | 20,000 | $4,263k | Put | Jun 30, 2019 | Aug 14, 2019 |
Benson Investment Management Company Inc | 19,971 | $4,257k | Jun 30, 2019 | Jul 11, 2019 | |
Douglas Lane & Associates LLC | 19,903 | $4,243k | Jun 30, 2019 | Jul 8, 2019 | |
Northside Capital Management LLC | 19,711 | $4,202k | Jun 30, 2019 | Jul 16, 2019 | |
Joel Isaacson & Co LLC | 19,677 | $4,195k | Jun 30, 2019 | Jul 11, 2019 | |
Tortoise Investment Management LLC | 19,604 | $4,179k | Jun 30, 2019 | Aug 7, 2019 | |
Lexaurum Advisors LLC | 19,590 | $4,176k | Jun 30, 2019 | Jul 19, 2019 | |
Marietta Wealth Management LLC | 19,322 | $4,119k | Jun 30, 2019 | Aug 14, 2019 | |
Granite Investment Partners LLC | 19,114 | $4,075k | Jun 30, 2019 | Aug 7, 2019 | |
Granite Financial Partners LLC | 19,114 | $4,075k | Jun 30, 2019 | Aug 7, 2019 | |
Bingham Osborn & Scarborough LLC | 19,077 | $4,067k | Jun 30, 2019 | Aug 2, 2019 | |
First Heartland Consultants Inc | 19,001 | $4,050k | Jun 30, 2019 | Aug 12, 2019 | |
Alley Company LLC | 18,844 | $4,017k | Jun 30, 2019 | Jul 30, 2019 | |
Strategic Advisors LLC | 18,814 | $4,010k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 18,814 | $4,010k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 18,814 | $4,010k | Jun 30, 2019 | Jul 22, 2019 | |
Corsair Capital Management LP | 18,741 | $3,995k | Jun 30, 2019 | Aug 13, 2019 | |
RDL Financial Inc | 18,539 | $3,952k | Jun 30, 2019 | Jul 17, 2019 | |
Wendell David Associates Inc | 18,376 | $3,917k | Jun 30, 2019 | Jul 16, 2019 | |
Fairholme Capital Management LLC | 18,345 | $3,911k | Jun 30, 2019 | Aug 14, 2019 | |
MARK Sheptoff Financial Planning LLC | 18,324 | $3,906k | Jun 30, 2019 | Aug 12, 2019 | |
Glacier Peak Capital LLC | 18,050 | $3,848k | Jun 30, 2019 | Aug 12, 2019 | |
Azimuth Capital Management LLC | 18,017 | $3,841k | Jun 30, 2019 | Aug 13, 2019 | |
Fagan Associates Inc | 17,877 | $3,811k | Jun 30, 2019 | Jul 12, 2019 | |
LVW Advisors LLC | 17,779 | $3,790k | Jun 30, 2019 | Aug 14, 2019 | |
Blue FIN Capital Inc | 17,624 | $3,756k | Jun 30, 2019 | Jul 22, 2019 | |
Sheaff Brock Investment Advisors LLC | 17,457 | $3,721k | Jun 30, 2019 | Jul 31, 2019 | |
IHT Wealth Management LLC | 17,550 | $3,709k | Jun 30, 2019 | Aug 12, 2019 | |
Bowling Portfolio Management LLC | 17,353 | $3,699k | Jun 30, 2019 | Jul 25, 2019 | |
The Burney Company | 17,162 | $3,658k | Jun 30, 2019 | Aug 12, 2019 | |
North American Management Corp | 17,134 | $3,652k | Jun 30, 2019 | Jul 30, 2019 | |
The Investment House LLC | 17,085 | $3,642k | Jun 30, 2019 | Aug 5, 2019 | |
Independent Investors Inc | 16,942 | $3,611k | Jun 30, 2019 | Jul 18, 2019 | |
First Foundation Advisors | 16,870 | $3,596k | Jun 30, 2019 | Aug 14, 2019 | |
Brown Advisory Securities LLC | 16,482 | $3,517k | Jun 30, 2019 | Aug 12, 2019 | |
Oak Grove Capital LLC | 16,261 | $3,466k | Jun 30, 2019 | Aug 9, 2019 | |
Abbrea Capital LLC | 16,164 | $3,446k | Jun 30, 2019 | Jul 31, 2019 | |
Savant Capital LLC | 16,080 | $3,428k | Jun 30, 2019 | Aug 6, 2019 | |
RKL Wealth Management LLC | 16,067 | $3,426k | Jun 30, 2019 | Aug 2, 2019 | |
Gabelli Funds LLC | 16,000 | $3,411k | Jun 30, 2019 | Aug 2, 2019 | |
Crawford Investment Counsel Inc | 16,000 | $3,411k | Jun 30, 2019 | Aug 12, 2019 | |
Parsec Financial Management Inc | 15,984 | $3,407k | Jun 30, 2019 | Jul 23, 2019 | |
Cribstone Capital Management LLC | 15,957 | $3,402k | Jun 30, 2019 | Jul 22, 2019 | |
Stone RUN Capital LLC | 15,875 | $3,384k | Jun 30, 2019 | Aug 14, 2019 | |
North Star Investment Management Corporation | 15,799 | $3,368k | Jun 30, 2019 | Jul 15, 2019 | |
HCR Wealth Advisors | 15,785 | $3,365k | Jun 30, 2019 | Jul 25, 2019 | |
Delphi Management Inc | 15,657 | $3,338k | Jun 30, 2019 | Aug 20, 2019 | |
Taurus Asset Management LLC | 15,585 | $3,322k | Jun 30, 2019 | Aug 14, 2019 | |
Curbstone Financial Management Corporation | 15,538 | $3,312k | Jun 30, 2019 | Jul 9, 2019 | |
Brightworth LLC | 15,203 | $3,241k | Jun 30, 2019 | Jul 31, 2019 | |
Newport Wealth Strategies Inc | 15,535 | $3,223k | Jun 30, 2019 | Jul 22, 2019 | |
Front Barnett Associates LLC | 15,105 | $3,220k | Jun 30, 2019 | Aug 6, 2019 | |
Family Management Corporation | 14,914 | $3,179k | Jun 30, 2019 | Aug 14, 2019 | |
Birinyi Associates Inc | 14,794 | $3,154k | Jun 30, 2019 | Aug 5, 2019 | |
ALL Terrain Financial Advisors LLC | 14,781 | $3,151k | Jun 30, 2019 | Aug 14, 2019 | |
Woodmont Investment Counsel LLC | 14,748 | $3,144k | Jun 30, 2019 | Aug 14, 2019 | |
Cumberland Advisors Inc | 14,737 | $3,141k | Jun 30, 2019 | Jul 11, 2019 | |
Traynor Capital Management Inc | 14,609 | $3,135k | Jun 30, 2019 | Jul 26, 2019 | |
Deltec Asset Management LLC | 14,500 | $3,091k | Jun 30, 2019 | Jul 29, 2019 | |
Otter Creek Advisors LLC | 14,346 | $3,058k | Jun 30, 2019 | Aug 14, 2019 | |
Canal Capital Management LLC | 14,336 | $3,056k | Jun 30, 2019 | Jul 31, 2019 | |
The Caprock Group Inc | 14,301 | $3,049k | Jun 30, 2019 | Jul 23, 2019 | |
America First Investment Advisors LLC | 14,291 | $3,046k | Jun 30, 2019 | Jul 29, 2019 | |
Wespac Advisors LLC | 13,929 | $2,969k | Jun 30, 2019 | Jul 23, 2019 | |
Cornerstone Wealth Management LLC | 13,889 | $2,961k | Jun 30, 2019 | Aug 2, 2019 | |
Patton Albertson Miller Group LLC | 14,707 | $2,927k | Jun 30, 2019 | Aug 12, 2019 | |
Eagle Ridge Investment Management LLC | 13,654 | $2,911k | Jun 30, 2019 | Aug 1, 2019 | |
Blue CHIP Wealth Management Inc | 13,552 | $2,889k | Jun 30, 2019 | Aug 13, 2019 | |
Cornell Pochily Investment Advisors Inc | 13,529 | $2,884k | Jun 30, 2019 | Jul 22, 2019 | |
AULL & Monroe Investment Management Corp | 13,435 | $2,864k | Jun 30, 2019 | Jul 29, 2019 | |
Bramshill Investments LLC | 13,320 | $2,839k | Jun 30, 2019 | Aug 14, 2019 | |
Marble Harbor Investment Counsel LLC | 13,141 | $2,801k | Jun 30, 2019 | Aug 7, 2019 | |
Stillwater Investment Management LLC | 13,002 | $2,772k | Jun 30, 2019 | Jul 3, 2019 | |
Dodge & COX | 12,970 | $2,765k | Jun 30, 2019 | Aug 13, 2019 | |
Krueger & Catalano Capital Partners LLC | 12,693 | $2,706k | Jun 30, 2019 | Jul 22, 2019 | |
Appleton Partners Inc | 12,676 | $2,702k | Jun 30, 2019 | Jul 25, 2019 | |
Legacy Financial Strategies LLC | 12,622 | $2,691k | Jun 30, 2019 | Jul 15, 2019 | |
Plancorp LLC | 12,548 | $2,675k | Jun 30, 2019 | Aug 13, 2019 | |
REDW Stanley Financial Advisors LLC | 12,442 | $2,652k | Jun 30, 2019 | Aug 9, 2019 | |
Nicholas Hoffman & Company LLC | 12,285 | $2,619k | Jun 30, 2019 | Aug 12, 2019 | |
Breiter Capital Management Inc | 12,240 | $2,609k | Jun 30, 2019 | Aug 23, 2019 | |
Cypress Wealth Services LLC | 12,193 | $2,599k | Jun 30, 2019 | Jul 24, 2019 | |
Hedeker Wealth LLC | 12,101 | $2,579k | Jun 30, 2019 | Jul 26, 2019 | |
Bragg Financial Advisors Inc | 11,969 | $2,551k | Jun 30, 2019 | Aug 14, 2019 | |
Accredited Investors Inc | 11,791 | $2,514k | Jun 30, 2019 | Aug 13, 2019 | |
Spectrum Management Group Inc | 11,777 | $2,511k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 11,777 | $2,511k | Jun 30, 2019 | Aug 2, 2019 | |
New England Private Wealth Advisors LLC | 11,757 | $2,506k | Jun 30, 2019 | Aug 8, 2019 | |
Condor Capital Management | 11,738 | $2,502k | Jun 30, 2019 | Aug 5, 2019 | |
Mitchell Capital Management Co | 11,366 | $2,423k | Jun 30, 2019 | Jul 24, 2019 | |
Apriem Advisors | 11,225 | $2,393k | Jun 30, 2019 | Aug 14, 2019 | |
Tiemann Investment Advisors LLC | 11,190 | $2,385k | Jun 30, 2019 | Aug 13, 2019 | |
Integre Asset Management LLC | 11,070 | $2,360k | Jun 30, 2019 | Aug 14, 2019 | |
KARP Capital Management Corporation | 11,009 | $2,347k | Jun 30, 2019 | Aug 8, 2019 | |
Bislett Management LLC | 11,000 | $2,345k | Jun 30, 2019 | Aug 6, 2019 | |
Brookstone Capital Management LLC | 10,818 | $2,306k | Jun 30, 2019 | Jul 25, 2019 | |
DB Root & Company LLC | 10,791 | $2,300k | Jun 30, 2019 | Jul 19, 2019 | |
Hourglass Capital LLC | 10,753 | $2,292k | Jun 30, 2019 | Aug 12, 2019 | |
Ashfield Capital Partners LLC | 10,744 | $2,290k | Jun 30, 2019 | Jul 29, 2019 | |
Cidel Asset Management Inc | 10,730 | $2,287k | Jun 30, 2019 | Aug 12, 2019 | |
Aureus Asset Management LLC | 10,541 | $2,247k | Jun 30, 2019 | Aug 14, 2019 | |
Diligent Investors LLC | 10,530 | $2,245k | Jun 30, 2019 | Aug 1, 2019 | |
ORCA Investment Management LLC | 10,385 | $2,214k | Jun 30, 2019 | Jul 17, 2019 | |
Regent Investment Management LLC | 10,349 | $2,206k | Jun 30, 2019 | Jul 15, 2019 | |
Mount Yale Investment Advisors LLC | 11,111 | $2,202k | Jun 30, 2019 | Aug 13, 2019 | |
Addenda Capital Inc | 10,304 | $2,197k | Jun 30, 2019 | Jul 12, 2019 | |
Woodstock Corporation | 10,293 | $2,194k | Jun 30, 2019 | Jul 3, 2019 | |
FORT Point Capital Partners LLC | 10,195 | $2,173k | Jun 30, 2019 | Aug 9, 2019 | |
LBMC Investment Advisors LLC | 10,149 | $2,163k | Jun 30, 2019 | Jul 18, 2019 | |
Tealwood Asset Management Inc | 10,079 | $2,149k | Jun 30, 2019 | Aug 6, 2019 | |
Hennessy Advisors Inc | 10,000 | $2,132k | Jun 30, 2019 | Jul 11, 2019 | |
BTR Capital Management Inc | 9,997 | $2,131k | Jun 30, 2019 | Jul 18, 2019 | |
Fuller & Thaler Asset Management Inc | 9,939 | $2,119k | Jun 30, 2019 | Aug 13, 2019 | |
Torch Wealth Management LLC | 9,905 | $2,111k | Jun 30, 2019 | Aug 2, 2019 | |
Triangle Securities Wealth Management | 9,464 | $2,036k | Jun 30, 2019 | Jul 10, 2019 | |
Castle Rock Wealth Management LLC | 9,556 | $2,036k | Jun 30, 2019 | Aug 8, 2019 | |
Levin Capital Strategies LP | 9,450 | $2,014k | Jun 30, 2019 | Aug 13, 2019 | |
Security Asset Management Inc | 9,344 | $1,992k | Jun 30, 2019 | Aug 6, 2019 | |
American Research & Management Company | 9,340 | $1,991k | Jun 30, 2019 | Jul 18, 2019 | |
SNS Financial Group LLC | 9,288 | $1,980k | Jun 30, 2019 | Jul 26, 2019 | |
ZWJ Investment Counsel Inc | 9,055 | $1,930k | Jun 30, 2019 | Jul 24, 2019 | |
Prospera Financial Services Inc | 8,994 | $1,924k | Jun 30, 2019 | Aug 14, 2019 | |
Northwest Wealth Management LLC | 9,025 | $1,924k | Jun 30, 2019 | Jul 23, 2019 | |
Lakeview Capital Partners LLC | 8,968 | $1,912k | Jun 30, 2019 | Aug 5, 2019 | |
Calton & Associates Inc | 8,915 | $1,901k | Jun 30, 2019 | Jul 9, 2019 | |
Becker Capital Management Inc | 8,905 | $1,898k | Jun 30, 2019 | Aug 8, 2019 | |
Oarsman Capital Inc | 8,819 | $1,880k | Jun 30, 2019 | Aug 13, 2019 | |
Acorn Wealth Advisors LLC | 9,355 | $1,878k | Jun 30, 2019 | Aug 14, 2019 | |
Tiedemann Advisors LLC | 8,755 | $1,869k | Jun 30, 2019 | Aug 13, 2019 | |
E & G Advisors LP | 8,753 | $1,866k | Jun 30, 2019 | Jul 12, 2019 | |
Wellington Shields Capital Management LLC | 8,681 | $1,851k | Jun 30, 2019 | Aug 8, 2019 | |
Duncker Streett & Co LLC | 8,652 | $1,844k | Jun 30, 2019 | Jul 24, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 8,594 | $1,832k | Jun 30, 2019 | Jul 15, 2019 | |
Midas Management Corporation | 8,580 | $1,829k | Jun 30, 2019 | Jul 9, 2019 | |
Schwartz Investment Counsel Inc | 8,575 | $1,828k | Jun 30, 2019 | Jul 24, 2019 | |
Atalanta Sosnoff Capital LLC | 8,559 | $1,825k | Jun 30, 2019 | Jul 15, 2019 | |
Sippican Capital Advisors LLC | 8,552 | $1,823k | Jun 30, 2019 | Jul 17, 2019 | |
NTV Asset Management LLC | 8,518 | $1,816k | Jun 30, 2019 | Jul 29, 2019 | |
FFCM LLC | 8,467 | $1,805k | Jun 30, 2019 | Jul 30, 2019 | |
Thomas Story and SON LLC | 8,449 | $1,801k | Jun 30, 2019 | Jul 29, 2019 | |
Wealthtrust Axiom LLC | 8,444 | $1,800k | Jun 30, 2019 | Aug 7, 2019 | |
Ausdal Financial Partners Inc | 8,647 | $1,797k | Jun 30, 2019 | Aug 5, 2019 | |
Monetary Management Group Inc | 8,378 | $1,786k | Jun 30, 2019 | Aug 13, 2019 | |
Clark Capital Management Group Inc | 8,372 | $1,785k | Jun 30, 2019 | Jul 12, 2019 | |
American Money Management LLC | 8,240 | $1,757k | Jun 30, 2019 | Aug 12, 2019 | |
RICE Hall James & Associates LLC | 8,235 | $1,755k | Jun 30, 2019 | Aug 1, 2019 | |
KCS Wealth Advisory LLC | 7,956 | $1,696k | Jun 30, 2019 | Jul 29, 2019 | |
Hall Capital Management Company Inc | 7,852 | $1,674k | Jun 30, 2019 | Aug 14, 2019 | |
American Investment Services Inc | 7,789 | $1,660k | Jun 30, 2019 | Aug 6, 2019 | |
LOWE Brockenbrough & Company Inc | 7,743 | $1,651k | Jun 30, 2019 | Aug 12, 2019 | |
Hollow Brook Wealth Management LLC | 7,337 | $1,564k | Jun 30, 2019 | Aug 13, 2019 | |
Northrock Partners LLC | 7,323 | $1,560k | Jun 30, 2019 | Aug 12, 2019 | |
Summit X | 7,094 | $1,508k | Jun 30, 2019 | Aug 13, 2019 | |
Carleon Capital Partners LLC | 7,061 | $1,505k | Jun 30, 2019 | Aug 13, 2019 | |
Vivaldi Capital Management LLC | 7,053 | $1,503k | Jun 30, 2019 | Aug 14, 2019 | |
FORT PITT Capital Group LLC | 7,050 | $1,503k | Jun 30, 2019 | Aug 9, 2019 | |
SOL Capital Management Co | 7,027 | $1,498k | Jun 30, 2019 | Jul 17, 2019 | |
Private Management Group Inc | 7,320 | $1,495k | Dec 31, 2018 | Jan 30, 2019 | |
Investment Management Corporation | 7,320 | $1,495k | Dec 31, 2018 | Jan 30, 2019 | |
Financial & Investment Management Group Ltd | 7,320 | $1,495k | Dec 31, 2018 | Jan 30, 2019 | |
Financial Management Inc | 7,320 | $1,495k | Dec 31, 2018 | Jan 30, 2019 | |
New England Research & Management Inc | 6,986 | $1,489k | Jun 30, 2019 | Jul 9, 2019 | |
Athena Capital Advisors LLC | 6,951 | $1,482k | Jun 30, 2019 | Aug 9, 2019 | |
Howard Capital Management Inc | 6,940 | $1,479k | Jun 30, 2019 | Jul 24, 2019 | |
Cetera Investment Advisers LLC | 6,924 | $1,478k | Jun 30, 2019 | Aug 12, 2019 | |
Waters Parkerson & Co LLC | 6,929 | $1,477k | Jun 30, 2019 | Aug 6, 2019 | |
Bouchey Financial Group Ltd | 6,894 | $1,470k | Jun 30, 2019 | Jul 11, 2019 | |
Rossmore Private Capital LLC | 6,851 | $1,460k | Jun 30, 2019 | Aug 5, 2019 | |
Searle & Co | 6,844 | $1,459k | Jun 30, 2019 | Jul 17, 2019 | |
Modera Wealth Management LLC | 6,740 | $1,437k | Jun 30, 2019 | Aug 7, 2019 | |
Mcmahon Financial Advisors LLC | 6,704 | $1,429k | Jun 30, 2019 | Aug 6, 2019 | |
First Wilshire Securities Management Inc | 6,694 | $1,427k | Jun 30, 2019 | Aug 14, 2019 | |
LLBH Private Wealth Management LLC | 6,527 | $1,391k | Jun 30, 2019 | Aug 13, 2019 | |
Tufton Capital Management LLC | 6,491 | $1,383k | Jun 30, 2019 | Jul 26, 2019 | |
Ascension Asset Management LLC | 6,475 | $1,380k | Jun 30, 2019 | Jul 23, 2019 | |
Gillespie Robinson & Grimm Inc | 6,384 | $1,361k | Jun 30, 2019 | Jul 22, 2019 | |
Confluence Wealth Management LLC | 6,350 | $1,354k | Jun 30, 2019 | Aug 9, 2019 | |
Evermay Wealth Management LLC | 6,343 | $1,352k | Jun 30, 2019 | Jul 23, 2019 | |
Phoenix Investment Adviser LLC | 6,256 | $1,334k | Jun 30, 2019 | Aug 12, 2019 | |
Venturi Wealth Management LLC | 6,254 | $1,333k | Jun 30, 2019 | Aug 7, 2019 | |
Altfest L J & Co Inc | 6,186 | $1,319k | Jun 30, 2019 | Jul 15, 2019 | |
Blankinship & Foster LLC | 6,173 | $1,316k | Jun 30, 2019 | Jul 30, 2019 | |
Nottingham Advisors Inc | 6,166 | $1,314k | Jun 30, 2019 | Jul 17, 2019 | |
Institute FOR Wealth Management LLC | 6,157 | $1,312k | Jun 30, 2019 | Aug 2, 2019 | |
DUFF & Phelps Investment Management Co | 6,150 | $1,311k | Jun 30, 2019 | Aug 2, 2019 | |
Dalton Investments LLC | 6,150 | $1,311k | Jun 30, 2019 | Aug 13, 2019 | |
Endurance Wealth Management Inc | 6,019 | $1,283k | Jun 30, 2019 | Jul 30, 2019 | |
Provident Trust Company | 6,015 | $1,282k | Jun 30, 2019 | Aug 1, 2019 | |
United Asset Strategies Inc | 5,997 | $1,278k | Jun 30, 2019 | Jul 31, 2019 | |
Lyell Wealth Management LP | 5,969 | $1,272k | Jun 30, 2019 | Aug 1, 2019 | |
Gibraltar Capital Management Inc | 5,910 | $1,260k | Jun 30, 2019 | Jul 17, 2019 | |
Gradient Capital Advisors LLC | 5,824 | $1,242k | Jun 30, 2019 | Jul 16, 2019 | |
Jaffetilchin Investment Partners LLC | 5,770 | $1,230k | Jun 30, 2019 | Aug 13, 2019 | |
Kavar Capital Partners LLC | 5,750 | $1,226k | Jun 30, 2019 | Aug 1, 2019 | |
Trigran Investments Inc | 5,720 | $1,219k | Jun 30, 2019 | Aug 12, 2019 | |
Valmark Advisers Inc | 5,680 | $1,211k | Jun 30, 2019 | Aug 7, 2019 | |
Maryland Capital Management LLC | 5,673 | $1,209k | Jun 30, 2019 | Aug 13, 2019 | |
SFE Investment Counsel Inc | 5,670 | $1,209k | Jun 30, 2019 | Jul 26, 2019 | |
B Riley Wealth Management Inc | 5,567 | $1,187k | Jun 30, 2019 | Aug 14, 2019 | |
Private Asset Management Inc | 5,518 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 5,518 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 5,518 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 5,518 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 5,518 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 5,518 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
Stewart & Patten Co LLC | 5,454 | $1,163k | Jun 30, 2019 | Jul 17, 2019 | |
Night OWL Capital Management LLC | 5,400 | $1,151k | Jun 30, 2019 | Aug 14, 2019 | |
Clinton Group Inc | 5,347 | $1,145k | Sep 30, 2018 | Oct 10, 2018 | |
Wiley Bros-Aintree Capital LLC | 5,292 | $1,128k | Jun 30, 2019 | Jul 10, 2019 | |
Convergence Investment Partners LLC | 5,269 | $1,123k | Jun 30, 2019 | Jul 23, 2019 | |
Calamos Wealth Management LLC | 5,263 | $1,122k | Jun 30, 2019 | Aug 7, 2019 | |
WSFS Capital Management LLC | 5,255 | $1,120k | Jun 30, 2019 | Aug 14, 2019 | |
Vision Capital Management Inc | 5,214 | $1,111k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 5,214 | $1,111k | Jun 30, 2019 | Jul 29, 2019 | |
Beacon Investment Advisory Services Inc | 5,206 | $1,110k | Jun 30, 2019 | Aug 7, 2019 | |
Guardian Capital Advisors LP | 5,151 | $1,108k | Jun 30, 2019 | Aug 14, 2019 | |
Harfst and Associates Inc | 5,185 | $1,105k | Jun 30, 2019 | Aug 14, 2019 | |
Baker Avenue Asset Management LP | 5,155 | $1,098k | Jun 30, 2019 | Aug 14, 2019 | |
LGL Partners LLC | 5,015 | $1,069k | Jun 30, 2019 | Aug 14, 2019 | |
The Family FIRM Inc | 4,998 | $1,065k | Jun 30, 2019 | Aug 6, 2019 | |
AFT Forsyth and Company Inc | 4,998 | $1,065k | Jun 30, 2019 | Jul 29, 2019 | |
ALPS Advisors Inc | 4,970 | $1,059k | Jun 30, 2019 | Aug 7, 2019 | |
Gilbert & COOK Inc | 4,946 | $1,054k | Jun 30, 2019 | Aug 5, 2019 | |
ELM Advisors LLC | 4,921 | $1,049k | Jun 30, 2019 | Jul 3, 2019 | |
Toroso Investments LLC | 5,178 | $1,046k | Jun 30, 2019 | Aug 15, 2019 | |
Sadoff Investment Management LLC | 4,862 | $1,036k | Jun 30, 2019 | Aug 7, 2019 | |
Benin Management Corp | 4,815 | $1,026k | Jun 30, 2019 | Jul 31, 2019 | |
Brave Asset Management Inc | 4,788 | $1,021k | Jun 30, 2019 | Aug 5, 2019 | |
Strategic Financial Services Inc | 4,763 | $1,015k | Jun 30, 2019 | Aug 13, 2019 | |
Argent Capital Management LLC | 4,759 | $1,014k | Jun 30, 2019 | Aug 15, 2019 | |
Insight 2811 Inc | 4,712 | $1,014k | Jun 30, 2019 | Jul 9, 2019 | |
Dorchester Wealth Management Company | 4,750 | $1,013k | Jun 30, 2019 | Jul 19, 2019 | |
Pictet North America Advisors SA | 4,650 | $991k | Jun 30, 2019 | Aug 7, 2019 | |
Northwest Investment Counselors LLC | 4,640 | $989k | Jun 30, 2019 | Jul 25, 2019 | |
Edgewood Management LLC | 4,600 | $981k | Jun 30, 2019 | Aug 12, 2019 | |
Jackson Grant Investment Advisers Inc | 4,604 | $981k | Jun 30, 2019 | Aug 13, 2019 | |
Glovista Investments LLC | 4,590 | $978k | Jun 30, 2019 | Aug 14, 2019 | |
Osborne Partners Capital Management LLC | 4,570 | $974k | Jun 30, 2019 | Jul 18, 2019 | |
Monarch Capital Management Inc | 4,554 | $971k | Jun 30, 2019 | Jul 31, 2019 | |
Bernicke Wealth Management Ltd | 4,505 | $960k | Jun 30, 2019 | Aug 5, 2019 | |
Bridgeworth LLC | 4,500 | $959k | Jun 30, 2019 | Jul 25, 2019 | |
Hunter Associates Investment Management LLC | 4,443 | $947k | Jun 30, 2019 | Aug 8, 2019 | |
Wespac Advisors Socal LLC | 4,400 | $937k | Jun 30, 2019 | Jul 30, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 4,350 | $927k | Jun 30, 2019 | Aug 14, 2019 | |
PURE Financial Advisors Inc | 4,320 | $921k | Jun 30, 2019 | Jul 11, 2019 | |
Sonata Capital Group Inc | 4,310 | $919k | Jun 30, 2019 | Aug 5, 2019 | |
Alesco Advisors LLC | 4,235 | $903k | Jun 30, 2019 | Aug 14, 2019 | |
First National Corporation | 4,213 | $898k | Jun 30, 2019 | Jul 22, 2019 | |
Dimension Capital Management LLC | 4,210 | $897k | Jun 30, 2019 | Aug 12, 2019 | |
Beech Hill Advisors Inc | 4,150 | $885k | Jun 30, 2019 | Jul 15, 2019 | |
Cardan Capital Partners LLC | 4,151 | $885k | Jun 30, 2019 | Jul 16, 2019 | |
Brand Asset Management Group Inc | 4,146 | $884k | Jun 30, 2019 | Jul 24, 2019 | |
Cobiz Wealth LLC | 4,096 | $873k | Jun 30, 2019 | Jul 8, 2019 | |
Legacy Capital Partners Inc | 4,068 | $867k | Jun 30, 2019 | Jul 16, 2019 | |
Chilton Capital Management LLC | 4,063 | $866k | Jun 30, 2019 | Aug 13, 2019 | |
Dedora Capital Inc | 4,053 | $864k | Jun 30, 2019 | Aug 8, 2019 | |
Northstar Wealth Partners LLC | 3,998 | $852k | Jun 30, 2019 | Aug 15, 2019 | |
Emerald Investment Partners LLC | 3,991 | $851k | Jun 30, 2019 | Aug 12, 2019 | |
Greatmark Investment Partners Inc | 3,955 | $843k | Jun 30, 2019 | Aug 5, 2019 | |
Financial Sense Advisors Inc | 3,937 | $839k | Jun 30, 2019 | Aug 2, 2019 | |
Armbruster Capital Management Inc | 3,935 | $839k | Jun 30, 2019 | Jul 18, 2019 | |
IMS Capital Management Inc | 3,911 | $834k | Jun 30, 2019 | Aug 14, 2019 | |
KLCM Advisors Inc | 3,914 | $834k | Jun 30, 2019 | Aug 15, 2019 | |
180 Wealth Advisors LLC | 4,133 | $834k | Jun 30, 2019 | Aug 5, 2019 | |
Intersect Capital LLC | 3,886 | $828k | Jun 30, 2019 | Aug 9, 2019 | |
BSW Wealth Partners LLC | 3,849 | $820k | Jun 30, 2019 | Aug 13, 2019 | |
Biltmore Family Office LLC | 3,827 | $816k | Jun 30, 2019 | Jul 31, 2019 | |
Tradition Capital Management LLC | 4,035 | $810k | Mar 31, 2019 | May 7, 2019 | |
Bienville Capital Management LLC | 3,800 | $810k | Jun 30, 2019 | Aug 14, 2019 | |
Wealth Advisors of Tampa BAY LLC | 3,801 | $810k | Jun 30, 2019 | Jul 23, 2019 | |
Marsico Capital Management LLC | 3,779 | $806k | Jun 30, 2019 | Aug 14, 2019 | |
Prime Capital Investment Advisors LLC | 3,757 | $801k | Jun 30, 2019 | Aug 6, 2019 | |
Sigma Investment Counselors Inc | 3,751 | $800k | Jun 30, 2019 | Jul 23, 2019 | |
Liberty Capital Management Inc | 3,733 | $796k | Jun 30, 2019 | Jul 15, 2019 | |
Leonard Rickey Investment Advisors PLLC | 3,717 | $792k | Jun 30, 2019 | Jul 10, 2019 | |
Carlson Capital Management LLC | 3,682 | $785k | Jun 30, 2019 | Jul 15, 2019 | |
Private Wealth Advisors Inc | 3,675 | $783k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 3,675 | $783k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 3,675 | $783k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 3,675 | $783k | Jun 30, 2019 | Aug 7, 2019 | |
Ballast Inc | 3,658 | $779k | Jun 30, 2019 | Jul 26, 2019 | |
White Lighthouse Investment Management Inc | 3,646 | $777k | Jun 30, 2019 | Jul 31, 2019 | |
Cornerstone Capital Inc | 3,631 | $774k | Jun 30, 2019 | Aug 14, 2019 | |
HIGH Falls Advisors Inc | 3,631 | $774k | Jun 30, 2019 | Aug 15, 2019 | |
Affiance Financial LLC | 3,632 | $774k | Jun 30, 2019 | Jul 11, 2019 | |
Cornerstone Capital Corp | 3,631 | $774k | Jun 30, 2019 | Aug 14, 2019 | |
Foundations Investment Advisors LLC | 3,585 | $771k | Jun 30, 2019 | Jul 8, 2019 | |
Huber Financial Advisors LLC | 3,579 | $763k | Jun 30, 2019 | Aug 5, 2019 | |
Trillium Asset Management LLC | 3,567 | $760k | Jun 30, 2019 | Aug 8, 2019 | |
Private Harbour Investment Management & Counsel LLC | 3,554 | $758k | Jun 30, 2019 | Aug 6, 2019 | |
Aristotle Capital Management LLC | 3,550 | $757k | Jun 30, 2019 | Aug 14, 2019 | |
Steigerwald Gordon & KOCH Inc | 3,549 | $757k | Jun 30, 2019 | Jul 15, 2019 | |
Tokio Marine Asset Management USA Ltd | 3,532 | $753k | Jun 30, 2019 | Jul 25, 2019 | |
Strid Group LLC | 3,530 | $752k | Jun 30, 2019 | Aug 2, 2019 | |
BEL AIR Investment Advisors LLC | 6,615 | $751k | Sep 30, 2013 | Nov 12, 2013 | |
Folger Nolan Fleming Douglas Capital Management Inc | 3,494 | $745k | Jun 30, 2019 | Aug 9, 2019 | |
Lejeune Puetz Investment Counsel | 3,486 | $743k | Jun 30, 2019 | Jul 29, 2019 | |
Sunesis Advisors LLC | 3,457 | $737k | Jun 30, 2019 | Aug 5, 2019 | |
Wealth Alliance Advisory Group LLC | 3,429 | $732k | Jun 30, 2019 | Jul 17, 2019 | |
Crescent Grove Advisors LLC | 3,419 | $729k | Jun 30, 2019 | Aug 6, 2019 | |
Sanders Morris Harris LLC | 3,400 | $725k | Jun 30, 2019 | Jul 10, 2019 | |
Provident Investment Management Inc | 3,400 | $725k | Jun 30, 2019 | Aug 8, 2019 | |
Good Life Advisors LLC | 3,385 | $721k | Jun 30, 2019 | Aug 6, 2019 | |
American Asset Management Inc | 3,356 | $715k | Jun 30, 2019 | Jul 31, 2019 | |
Magnetar Financial LLC | 3,335 | $711k | Jun 30, 2019 | Aug 14, 2019 | |
Permit Capital LLC | 3,325 | $709k | Jun 30, 2019 | Aug 14, 2019 | |
RFG Advisory LLC | 3,344 | $707k | Jun 30, 2019 | Aug 23, 2019 | |
Wellington Shields & Co LLC | 3,306 | $705k | Jun 30, 2019 | Aug 8, 2019 | |
Fernwood Investment Management LLC | 3,273 | $698k | Jun 30, 2019 | Aug 1, 2019 | |
Keeley-Teton Advisors LLC | 3,260 | $695k | Jun 30, 2019 | Aug 12, 2019 | |
The Financial Consulate Inc | 3,227 | $688k | Jun 30, 2019 | Jul 24, 2019 | |
Bigelow Investment Advisors LLC | 3,218 | $686k | Jun 30, 2019 | Jul 17, 2019 | |
Inspirion Wealth Advisors LLC | 3,215 | $685k | Jun 30, 2019 | Jul 15, 2019 | |
CAMG Solamere Management LLC | 3,166 | $677k | Jun 30, 2019 | Aug 13, 2019 | |
The Pacific Center FOR Financial Services | 3,115 | $664k | Jun 30, 2019 | Aug 15, 2019 | |
Aries Wealth Management LLC | 3,075 | $662k | Jun 30, 2019 | Jul 15, 2019 | |
Camelot Portfolios LLC | 3,101 | $661k | Jun 30, 2019 | Jul 19, 2019 | |
STA Wealth Management LLC | 3,085 | $658k | Jun 30, 2019 | Aug 14, 2019 | |
Polaris Greystone Financial Group LLC | 3,047 | $654k | Jun 30, 2019 | Jul 25, 2019 | |
Round Hill Asset Management Inc | 3,075 | $653k | Jun 30, 2019 | Aug 13, 2019 | |
Portland Global Advisors LLC | 3,025 | $645k | Jun 30, 2019 | Jul 26, 2019 | |
Crossvault Capital Management LLC | 3,020 | $644k | Jun 30, 2019 | Jul 19, 2019 | |
South Texas Money Management Ltd | 3,020 | $644k | Jun 30, 2019 | Jul 2, 2019 | |
Winslow Asset Management Inc | 2,993 | $638k | Jun 30, 2019 | Jul 29, 2019 | |
Mengis Capital Management Inc | 200 | $636k | Jun 30, 2019 | Jul 18, 2019 | |
Brickley Wealth Management | 2,975 | $634k | Jun 30, 2019 | Aug 9, 2019 | |
Abner Herrman & Brock LLC | 2,967 | $632k | Jun 30, 2019 | Jul 19, 2019 | |
Capital Planning Advisors LLC | 2,933 | $625k | Jun 30, 2019 | Aug 9, 2019 | |
Pagnatokarp Partners LLC | 2,933 | $625k | Jun 30, 2019 | Aug 8, 2019 | |
South Street Advisors LLC | 2,890 | $616k | Jun 30, 2019 | Jul 22, 2019 | |
Total Investment Management Inc | 3,033 | $608k | Jun 30, 2019 | Aug 7, 2019 | |
Total Management Group Inc | 3,033 | $608k | Jun 30, 2019 | Aug 7, 2019 | |
Iconiq Capital LLC | 2,845 | $606k | Jun 30, 2019 | Aug 15, 2019 | |
Marshwinds Advisory Company | 2,950 | $602k | Dec 31, 2018 | Jan 7, 2019 | |
CCM Investment Advisers LLC | 2,810 | $599k | Jun 30, 2019 | Aug 5, 2019 | |
Measured Wealth Private Client Group LLC | 2,806 | $598k | Jun 30, 2019 | Jul 26, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 2,791 | $595k | Jun 30, 2019 | Jul 22, 2019 | |
Wheatland Advisors Inc | 2,785 | $594k | Jun 30, 2019 | Aug 7, 2019 | |
Santori & Peters Inc | 2,764 | $589k | Jun 30, 2019 | Jul 30, 2019 | |
Harwood Advisory Group LLC | 2,764 | $589k | Jun 30, 2019 | Aug 7, 2019 | |
Investment Counsel Inc | 2,745 | $584k | Jun 30, 2019 | Jul 29, 2019 | |
Private Counsel Group Ltd | 2,745 | $584k | Jun 30, 2019 | Jul 29, 2019 | |
Wealthplan Partners Inc | 2,901 | $577k | Jun 30, 2019 | Aug 19, 2019 | |
Oliver Luxxe Assets LLC | 2,680 | $577k | Jun 30, 2019 | Jul 10, 2019 | |
PFG Advisors LLC | 2,723 | $572k | Jun 30, 2019 | Aug 5, 2019 | |
TMD & Associates Inc | 2,660 | $567k | Jun 30, 2019 | Aug 9, 2019 | |
Oak Asset Management LLC | 2,752 | $564k | Jun 30, 2019 | Jul 25, 2019 | |
Acropolis Investment Management LLC | 2,595 | $553k | Jun 30, 2019 | Jul 11, 2019 | |
The O'Dell Group LLC | 2,538 | $541k | Jun 30, 2019 | Jul 24, 2019 | |
American Financial Network Advisory Services LLC | 2,538 | $538k | Jun 30, 2019 | Aug 9, 2019 | |
Asset Planning Services Inc | 2,517 | $537k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 2,517 | $537k | Jun 30, 2019 | Jul 17, 2019 | |
JGP Wealth Management LLC | 2,511 | $535k | Jun 30, 2019 | Jul 15, 2019 | |
Advisors Capital Management LLC | 2,494 | $532k | Jun 30, 2019 | Aug 15, 2019 | |
Congress Asset Management Company LLP | 2,492 | $531k | Jun 30, 2019 | Aug 7, 2019 | |
Gyroscope Capital Management Group LLC | 2,455 | $528k | Jun 30, 2019 | Jul 11, 2019 | |
Marathon Capital Management LLC | 2,444 | $520k | Jun 30, 2019 | Jul 25, 2019 | |
Oxbow Advisors LLC | 2,419 | $516k | Jun 30, 2019 | Aug 7, 2019 | |
Access Financial Services Inc | 2,387 | $509k | Jun 30, 2019 | Jul 24, 2019 | |
Family Legacy Inc | 2,335 | $498k | Jun 30, 2019 | Jul 25, 2019 | |
HT Partners LLC | 2,330 | $497k | Jun 30, 2019 | Jul 9, 2019 | |
Meristem Family Wealth LLC | 2,316 | $494k | Jun 30, 2019 | Aug 6, 2019 | |
Cipher Capital LP | 2,291 | $488k | Jun 30, 2019 | Aug 13, 2019 | |
BHK Investment Advisors LLC | 2,282 | $486k | Jun 30, 2019 | Aug 2, 2019 | |
ODEY Asset Management LLP | 2,250 | $480k | Jun 30, 2019 | Aug 14, 2019 | |
Stansberry Asset Management LLC | 2,244 | $478k | Jun 30, 2019 | Aug 14, 2019 | |
RNC Capital Management LLC | 2,237 | $477k | Jun 30, 2019 | Jul 25, 2019 | |
Neuberger Berman Breton Hill ULC | 2,600 | $477k | Sep 30, 2017 | Nov 3, 2017 | |
BTC Capital Management Inc | 2,206 | $471k | Jun 30, 2019 | Jul 26, 2019 | |
Marco Investment Management LLC | 2,182 | $465k | Jun 30, 2019 | Aug 6, 2019 | |
F3Logic LLC | 2,183 | $463k | Jun 30, 2019 | Aug 2, 2019 | |
Rodgers Brothers Inc | 2,156 | $460k | Jun 30, 2019 | Aug 14, 2019 | |
Greenwood Gearhart Inc | 2,156 | $460k | Jun 30, 2019 | Aug 7, 2019 | |
Hilton Capital Management LLC | 2,127 | $453k | Jun 30, 2019 | Aug 14, 2019 | |
Connecticut Wealth Management LLC | 2,111 | $450k | Jun 30, 2019 | Jul 29, 2019 | |
The WEIL Company | 2,097 | $447k | Jun 30, 2019 | Aug 12, 2019 | |
Donald L Hagan LLC | 2,094 | $446k | Jun 30, 2019 | Jul 18, 2019 | |
Claraphi Advisory Network LLC | 2,094 | $446k | Jun 30, 2019 | Jul 29, 2019 | |
Cfo4Life Group LLC | 2,072 | $442k | Jun 30, 2019 | Jul 29, 2019 | |
CWH Capital Management Inc | 2,068 | $441k | Jun 30, 2019 | Aug 14, 2019 | |
Lagoda Investment Management LP | 2,065 | $440k | Jun 30, 2019 | Aug 14, 2019 | |
Klingman and Associates LLC | 2,049 | $437k | Jun 30, 2019 | Jul 24, 2019 | |
Lenox Wealth Advisors LLC | 2,044 | $436k | Jun 30, 2019 | Jul 12, 2019 | |
Broadleaf Partners LLC | 2,040 | $435k | Jun 30, 2019 | Jul 19, 2019 | |
Bigsur Wealth Management LLC | 2,026 | $435k | Jun 30, 2019 | Jul 5, 2019 | |
Accurate Investment Solutions Inc | 2,036 | $434k | Jun 30, 2019 | Jul 12, 2019 | |
Augustine Asset Management Inc | 2,027 | $432k | Jun 30, 2019 | Aug 5, 2019 | |
Simplifi Inc | 2,019 | $430k | Jun 30, 2019 | Jul 23, 2019 | |
Allied Investment Advisors LLC | 1,988 | $424k | Jun 30, 2019 | Jul 17, 2019 | |
JAG Capital Management LLC | 1,987 | $424k | Jun 30, 2019 | Jul 22, 2019 | |
Chelsea Counsel Company | 2,249 | $420k | Jun 30, 2018 | Oct 3, 2018 | |
Strategic Financial Group LLC | 1,949 | $415k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 1,949 | $415k | Jun 30, 2019 | Jul 29, 2019 | |
Signature Estate & Investment Advisors LLC | 1,880 | $401k | Jun 30, 2019 | Aug 1, 2019 | |
Ballew Advisors Inc | 1,874 | $400k | Jun 30, 2019 | Jul 17, 2019 | |
Shoker Investment Counsel Inc | 1,875 | $399k | Jun 30, 2019 | Aug 9, 2019 | |
Guardian Capital LP | 1,859 | $396k | Jun 30, 2019 | Aug 14, 2019 | |
Baltimore-Washington Financial Advisors Inc | 1,841 | $392k | Jun 30, 2019 | Jul 25, 2019 | |
Gator Capital Management LLC | 1,915 | $391k | Dec 31, 2018 | Jan 31, 2019 | |
Riverpoint Wealth Management Holdings LLC | 1,815 | $387k | Jun 30, 2019 | Aug 12, 2019 | |
Diversified Portfolios Inc | 1,809 | $386k | Jun 30, 2019 | Aug 13, 2019 | |
Mckinley Carter Wealth Services Inc | 1,812 | $386k | Jun 30, 2019 | Aug 2, 2019 | |
Wellesley Investment Partners LLC | 1,788 | $381k | Jun 30, 2019 | Aug 5, 2019 | |
Clarkston Capital Partners LLC | 1,761 | $375k | Jun 30, 2019 | Jul 24, 2019 | |
Quadrant Private Wealth Management LLC | 1,761 | $375k | Jun 30, 2019 | Aug 13, 2019 | |
Colrain Capital LLC | 1,750 | $373k | Jun 30, 2019 | Aug 6, 2019 | |
Highland Private Wealth Management | 1,744 | $372k | Jun 30, 2019 | Aug 13, 2019 | |
Cahaba Wealth Management Inc | 1,735 | $369k | Jun 30, 2019 | Jul 31, 2019 | |
Vista Investment Management LLC | 1,722 | $367k | Jun 30, 2019 | Aug 14, 2019 | |
Shepherd Financial Partners LLC | 1,722 | $367k | Jun 30, 2019 | Aug 5, 2019 | |
BRAY Capital Advisors LLC | 1,712 | $365k | Jun 30, 2019 | Jul 29, 2019 | |
Harbour Capital Advisors LLC | 1,705 | $363k | Jun 30, 2019 | Jul 10, 2019 | |
HMS Capital Management LLC | 1,700 | $362k | Put | Jun 30, 2019 | Jul 12, 2019 |
Mccollum Christoferson Group LLC | 1,658 | $353k | Jun 30, 2019 | Jul 11, 2019 | |
Chesley TAFT & Associates LLC | 1,650 | $352k | Jun 30, 2019 | Jul 10, 2019 | |
van Strum & Towne Inc | 1,645 | $351k | Jun 30, 2019 | Aug 12, 2019 | |
Riverbridge Partners LLC | 1,645 | $351k | Jun 30, 2019 | Jul 10, 2019 | |
Conservest Capital Advisors Inc | 1,635 | $349k | Jun 30, 2019 | Jul 10, 2019 | |
Advisory Alpha LLC | 1,691 | $348k | Jun 30, 2019 | Aug 16, 2019 | |
DEAN Capital Management LLC | 1,614 | $344k | Jun 30, 2019 | Aug 12, 2019 | |
DEAN Capital Investments Management LLC | 1,614 | $344k | Jun 30, 2019 | Aug 12, 2019 | |
Progressive Investment Management Corporation | 1,601 | $341k | Jun 30, 2019 | Aug 12, 2019 | |
Mountain Capital Investment Advisors Inc | 1,716 | $341k | Jun 30, 2019 | Aug 14, 2019 | |
Stordahl Capital Management Inc | 1,581 | $337k | Jun 30, 2019 | Jul 22, 2019 | |
Colonial Trust Advisors Inc | 1,561 | $333k | Jun 30, 2019 | Aug 21, 2019 | |
SAND Hill Global Advisors LLC | 1,545 | $329k | Jun 30, 2019 | Aug 13, 2019 | |
The Retirement Planning Group Inc | 1,536 | $327k | Jun 30, 2019 | Jul 25, 2019 | |
Gilman Hill Asset Management LLC | 1,531 | $327k | Jun 30, 2019 | Jul 17, 2019 | |
Stratford Consulting LLC | 1,532 | $327k | Jun 30, 2019 | Aug 2, 2019 | |
Hengehold Capital Management LLC | 1,525 | $325k | Jun 30, 2019 | Jul 23, 2019 | |
Berkshire Money Management Inc | 1,504 | $321k | Jun 30, 2019 | Jul 29, 2019 | |
Newfocus Financial Group LLC | 1,498 | $319k | Jun 30, 2019 | Jul 23, 2019 | |
Paragon Wealth Strategies LLC | 1,488 | $317k | Jun 30, 2019 | Jul 17, 2019 | |
Pring/Turner Capital Group Inc | 1,544 | $315k | Dec 31, 2018 | Feb 14, 2019 | |
Barber Financial Group | 1,466 | $313k | Jun 30, 2019 | Aug 9, 2019 | |
Gentrust LLC | 1,445 | $308k | Jun 30, 2019 | Aug 2, 2019 | |
Willow Creek Wealth Management Inc | 1,438 | $307k | Jun 30, 2019 | Jul 22, 2019 | |
West Chester Capital Advisors Inc | 1,430 | $305k | Jun 30, 2019 | Jul 30, 2019 | |
Armor Investment Advisors LLC | 1,417 | $302k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 1,417 | $302k | Jun 30, 2019 | Aug 13, 2019 | |
Cambridge Financial Group LLC | 1,405 | $300k | Jun 30, 2019 | Jul 29, 2019 | |
Capital Investment Services of America Inc | 1,400 | $298k | Jun 30, 2019 | Jul 12, 2019 | |
Westover Capital Advisors LLC | 1,383 | $295k | Jun 30, 2019 | Aug 13, 2019 | |
Alphastar Capital Management LLC | 1,384 | $295k | Jun 30, 2019 | Aug 14, 2019 | |
Probity Advisors Inc | 1,380 | $294k | Jun 30, 2019 | Aug 8, 2019 | |
Mendel Money Management Inc | 1,372 | $292k | Jun 30, 2019 | Aug 8, 2019 | |
Strategy Asset Managers LLC | 1,361 | $290k | Jun 30, 2019 | Aug 14, 2019 | |
Gilder Gagnon HOWE & Co LLC | 1,351 | $288k | Jun 30, 2019 | Aug 13, 2019 | |
Capital Wealth Management LLC | 1,322 | $282k | Jun 30, 2019 | Aug 12, 2019 | |
The Fiduciary Group LLC | 1,321 | $282k | Jun 30, 2019 | Aug 14, 2019 | |
Monte Financial Group LLC | 1,317 | $281k | Jun 30, 2019 | Aug 7, 2019 | |
Blackhawk Capital Partners LLC | 1,308 | $279k | Jun 30, 2019 | Aug 13, 2019 | |
Larson Financial Group LLC | 1,303 | $278k | Jun 30, 2019 | Jul 16, 2019 | |
Bridgecreek Investment Management LLC | 1,300 | $277k | Jun 30, 2019 | Aug 14, 2019 | |
HM Capital Management LLC | 1,300 | $277k | Jun 30, 2019 | Jul 24, 2019 | |
The Bollard Group LLC | 1,300 | $277k | Jun 30, 2019 | Aug 13, 2019 | |
White Pine Capital LLC | 1,282 | $273k | Jun 30, 2019 | Aug 14, 2019 | |
Ipswich Investment Management Company Inc | 1,250 | $266k | Jun 30, 2019 | Jul 11, 2019 | |
Mastrapasqua Asset Management Inc | 1,250 | $266k | Jun 30, 2019 | Aug 12, 2019 | |
Cohen Capital Management Inc | 1,249 | $266k | Jun 30, 2019 | Aug 7, 2019 | |
MANA Advisors LLC | 1,248 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
SRB Corporation | 1,237 | $264k | Jun 30, 2019 | Aug 14, 2019 | |
Biegel & Waller LLC | 1,215 | $259k | Jun 30, 2019 | Jul 23, 2019 | |
Keating Investment Counselors Inc | 1,210 | $258k | Jun 30, 2019 | Aug 1, 2019 | |
Arjuna Capital LLC | 1,203 | $256k | Jun 30, 2019 | Aug 21, 2019 | |
DSC Advisors LP | 1,190 | $254k | Jun 30, 2019 | Aug 14, 2019 | |
Mcadam LLC | 1,166 | $249k | Jun 30, 2019 | Jul 30, 2019 | |
Arnhold LLC | 1,150 | $245k | Jun 30, 2019 | Aug 8, 2019 | |
Dividend Assets Capital LLC | 1,144 | $244k | Jun 30, 2019 | Jul 12, 2019 | |
Parkside Advisors LLC | 1,140 | $243k | Jun 30, 2019 | Jul 10, 2019 | |
Harborview Advisors LLC | 1,140 | $243k | Jun 30, 2019 | Aug 7, 2019 | |
Alpha Windward LLC | 1,160 | $242k | Jun 30, 2019 | Jul 30, 2019 | |
Epstein and White Financial LLC | 1,160 | $241k | Jun 30, 2019 | Jul 19, 2019 | |
Abbot Financial Management Inc | 1,125 | $240k | Jun 30, 2019 | Aug 8, 2019 | |
The Central Trust Bank | 1,111 | $237k | Jun 30, 2019 | Jul 16, 2019 | |
FORD Financial Group Inc | 1,115 | $237k | Jun 30, 2019 | Jul 25, 2019 | |
Nelson Roberts Investment Advisors LLC | 1,109 | $236k | Jun 30, 2019 | Jul 25, 2019 | |
Copperwynd Financial LLC | 1,102 | $235k | Jun 30, 2019 | Aug 7, 2019 | |
Harvest Capital Management Inc | 1,085 | $231k | Jun 30, 2019 | Aug 7, 2019 | |
Wooster Corthell Wealth Management Inc | 1,052 | $224k | Jun 30, 2019 | Jul 31, 2019 | |
Planning Directions Inc | 1,050 | $224k | Jun 30, 2019 | Jul 15, 2019 | |
Annex Advisory Services LLC | 1,050 | $224k | Jun 30, 2019 | Jul 18, 2019 | |
Bruderman Asset Management LLC | 1,041 | $222k | Jun 30, 2019 | Aug 12, 2019 | |
Cornercap Investment Counsel Inc | 1,037 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
GM Advisory Group Inc | 1,035 | $221k | Jun 30, 2019 | Aug 9, 2019 | |
Sheets Smith Wealth Management | 1,026 | $219k | Jun 30, 2019 | Jul 12, 2019 | |
SYM Financial Corporation | 1,013 | $216k | Jun 30, 2019 | Jul 29, 2019 | |
Boston Common Asset Management LLC | 1,011 | $216k | Jun 30, 2019 | Jul 26, 2019 | |
Carderock Capital Management Inc | 1,010 | $215k | Jun 30, 2019 | Jul 15, 2019 | |
Andesa Financial Management Inc | 1,009 | $215k | Jun 30, 2019 | Jul 30, 2019 | |
Landmark Financial Advisors LLC | 1,005 | $214k | Jun 30, 2019 | Aug 2, 2019 | |
Weiss Asset Management LP | 1,005 | $214k | Jun 30, 2019 | Aug 14, 2019 | |
Dillon & Associates Inc | 997 | $212k | Jun 30, 2019 | Jul 22, 2019 | |
Lucia Wealth Services LLC | 974 | $208k | Jun 30, 2019 | Jul 23, 2019 | |
Peninsula Wealth LLC | 957 | $204k | Jun 30, 2019 | Aug 2, 2019 | |
Highwater Wealth Management LLC | 957 | $204k | Jun 30, 2019 | Jul 18, 2019 | |
Kingfisher Capital LLC | 952 | $202k | Jun 30, 2019 | Aug 14, 2019 | |
Mcilrath & ECK LLC | 996 | $200k | Jun 30, 2019 | Aug 8, 2019 | |
ST Johns Investment Management Company LLC | 921 | $196k | Jun 30, 2019 | Jul 24, 2019 | |
Stelac Advisory Services LLC | 1,078 | $187k | Jun 30, 2019 | Jul 29, 2019 | |
Financial Advantage Inc | 750 | $159k | Jun 30, 2019 | Jul 23, 2019 | |
Cedar Wealth Management LLC | 690 | $147k | Jun 30, 2019 | Jul 24, 2019 | |
Smith Asset Management Group LP | 632 | $135k | Jun 30, 2019 | Aug 15, 2019 | |
Gables Capital Management Inc | 625 | $133k | Jun 30, 2019 | Jul 31, 2019 | |
Ellevest Inc | 612 | $130k | Jun 30, 2019 | Aug 20, 2019 | |
Lombard Odier Transatlantic Limited | 900 | $129k | Sep 30, 2016 | Nov 14, 2016 | |
Lifeplan Financial Group Inc | 568 | $121k | Jun 30, 2019 | Jul 15, 2019 | |
Contravisory Investment Management Inc | 513 | $109k | Jun 30, 2019 | Jul 9, 2019 | |
Northstar Asset Management Inc | 505 | $108k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 505 | $108k | Jun 30, 2019 | Jul 16, 2019 | |
Cramer Rosenthal Mcglynn LLC | 500 | $107k | Jun 30, 2019 | Aug 13, 2019 | |
Drexel Morgan & Co | 500 | $107k | Jun 30, 2019 | Aug 8, 2019 | |
Payden & Rygel | 496 | $106k | Jun 30, 2019 | Aug 6, 2019 | |
Cranbrook Wealth Management LLC | 430 | $92k | Jun 30, 2019 | Aug 7, 2019 | |
Transamerica Financial Advisors Inc | 410 | $88k | Jun 30, 2019 | Aug 21, 2019 | |
Hallmark Capital Management Inc | 405 | $86k | Jun 30, 2019 | Aug 8, 2019 | |
New Potomac Partners LLC | 400 | $85k | Jun 30, 2019 | Jul 26, 2019 | |
Palladium Partners LLC | 385 | $82k | Jun 30, 2019 | Aug 7, 2019 | |
Litman Gregory Asset Management LLC | 362 | $77k | Jun 30, 2019 | Jul 31, 2019 | |
Princeton Capital Management LLC | 350 | $75k | Jun 30, 2019 | Aug 12, 2019 | |
Horan Securities Inc | 347 | $74k | Jun 30, 2019 | Jul 24, 2019 | |
Grace Capital | 349 | $74k | Jun 30, 2019 | Aug 14, 2019 | |
Boston Private Wealth LLC | 315 | $67k | Jun 30, 2019 | Jul 10, 2019 | |
Heritage Investment Group Inc | 288 | $61k | Jun 30, 2019 | Aug 13, 2019 | |
Heritage Financial LLC | 288 | $61k | Jun 30, 2019 | Aug 13, 2019 | |
Dearborn Partners LLC | 253 | $54k | Jun 30, 2019 | Jul 29, 2019 | |
Partnervest Advisory Services LLC | 240 | $51k | Jun 30, 2019 | Aug 7, 2019 | |
Cacti Asset Management LLC | 200 | $42k | Jun 30, 2019 | Jul 1, 2019 | |
RPG Investment Advisory LLC | 180 | $39k | Jun 30, 2019 | Jul 10, 2019 | |
Stevens First Principles Investment Advisors | 180 | $38k | Jun 30, 2019 | Jul 22, 2019 | |
Mitchell Mcleod PUGH & Williams Inc | 175 | $37k | Jun 30, 2019 | Jul 9, 2019 | |
Janus Capital Management LLC | 174 | $29k | Mar 31, 2017 | May 16, 2017 | |
Summit Financial Group Inc | 124 | $26k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 124 | $26k | Jun 30, 2019 | Jul 3, 2019 | |
Hollencrest Capital Management LLC | 100 | $21k | Jun 30, 2019 | Jul 18, 2019 | |
Centerstar Asset Management LLC | 3,600 | $21k | Put | Jun 30, 2019 | Aug 2, 2019 |
Meritage Portfolio Management Inc | 50 | $11k | Jun 30, 2019 | Jul 30, 2019 | |
Concorde Asset Management LLC | 52 | $11k | Jun 30, 2019 | Aug 8, 2019 | |
Mcmillion Capital Management Inc | 16 | $3k | Jun 30, 2019 | Jul 25, 2019 | |
Maytech Global Investments LLC | 15 | $3k | Jun 30, 2019 | Aug 12, 2019 | |
North Star Asset Management Inc | 10 | $2k | Jun 30, 2019 | Aug 12, 2019 | |
RB Capital Management LLC | 300 | $1k | Call | Jun 30, 2019 | Aug 7, 2019 |
Silver Heights Capital Management Inc | 7 | $1k | Jun 30, 2019 | Jul 31, 2019 | |
Independent Advisor Alliance LLC | 2,034 | $0k | Jun 30, 2019 | Aug 12, 2019 |