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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 Financial Advisors LLC 2,010 $417,276k Jun 30, 2019 Jul 26, 2019
Quattro 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
International Value Advisers LLC 447,448 $95,382k Jun 30, 2019 Aug 13, 2019
Value Financial Advisers Inc 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 Management Inc 138,088 $29,436k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 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 LLC 134,119 $28,590k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors Inc 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
Cooke & Bieler LP 128,700 $27,435k Jun 30, 2019 Aug 12, 2019
Stack Financial Management Inc 128,698 $27,435k Jun 30, 2019 Jul 30, 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 LLC 97,000 $19,486k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 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
and Wealth Partners LLC 59,244 $12,629k Jun 30, 2019 Aug 6, 2019
Private 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 LLC 28,160 $6,003k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 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 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
American Financial Advisors Inc 25,489 $5,433k Jun 30, 2019 Aug 12, 2019
Harbor Investment Advisory LLC 25,471 $5,430k Jun 30, 2019 Jul 30, 2019
Harbor Advisory Corporation 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 LLC 22,857 $4,872k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 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 Investment Advisors Inc 18,814 $4,010k Jun 30, 2019 Jul 22, 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
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
Crawford Investment Counsel Inc 16,000 $3,411k Jun 30, 2019 Aug 12, 2019
Gabelli Funds LLC 16,000 $3,411k Jun 30, 2019 Aug 2, 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 Group Management LLC 11,777 $2,511k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 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
Northwest Wealth Management LLC 9,025 $1,924k Jun 30, 2019 Jul 23, 2019
Prospera Financial Services Inc 8,994 $1,924k Jun 30, 2019 Aug 14, 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
FORT PITT Capital Group LLC 7,050 $1,503k Jun 30, 2019 Aug 9, 2019
Vivaldi Capital Management LLC 7,053 $1,503k Jun 30, 2019 Aug 14, 2019
SOL Capital Management Co 7,027 $1,498k Jun 30, 2019 Jul 17, 2019
Financial Management Inc 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
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
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
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
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
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
Jackson Grant Investment Advisers Inc 4,604 $981k Jun 30, 2019 Aug 13, 2019
Edgewood Management LLC 4,600 $981k Jun 30, 2019 Aug 12, 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
Cardan Capital Partners LLC 4,151 $885k Jun 30, 2019 Jul 16, 2019
Beech Hill Advisors Inc 4,150 $885k Jun 30, 2019 Jul 15, 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
Wealth Advisors of Tampa BAY LLC 3,801 $810k Jun 30, 2019 Jul 23, 2019
Bienville Capital Management LLC 3,800 $810k Jun 30, 2019 Aug 14, 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 LLC 3,675 $783k Jun 30, 2019 Aug 7, 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
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
Affiance Financial LLC 3,632 $774k Jun 30, 2019 Jul 11, 2019
Cornerstone Capital Inc 3,631 $774k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 3,631 $774k Jun 30, 2019 Aug 14, 2019
HIGH Falls Advisors Inc 3,631 $774k Jun 30, 2019 Aug 15, 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
Pagnatokarp Partners LLC 2,933 $625k Jun 30, 2019 Aug 8, 2019
Capital Planning Advisors LLC 2,933 $625k Jun 30, 2019 Aug 9, 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
Harwood Advisory Group LLC 2,764 $589k Jun 30, 2019 Aug 7, 2019
Santori & Peters Inc 2,764 $589k Jun 30, 2019 Jul 30, 2019
Private Counsel Group Ltd 2,745 $584k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 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
Claraphi Advisory Network LLC 2,094 $446k Jun 30, 2019 Jul 29, 2019
Donald L Hagan LLC 2,094 $446k Jun 30, 2019 Jul 18, 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 International Limited 1,949 $415k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 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
Mckinley Carter Wealth Services Inc 1,812 $386k Jun 30, 2019 Aug 2, 2019
Diversified Portfolios Inc 1,809 $386k Jun 30, 2019 Aug 13, 2019
Wellesley Investment Partners LLC 1,788 $381k Jun 30, 2019 Aug 5, 2019
Quadrant Private Wealth Management LLC 1,761 $375k Jun 30, 2019 Aug 13, 2019
Clarkston Capital Partners LLC 1,761 $375k Jun 30, 2019 Jul 24, 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
Shepherd Financial Partners LLC 1,722 $367k Jun 30, 2019 Aug 5, 2019
Vista Investment Management LLC 1,722 $367k Jun 30, 2019 Aug 14, 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
Riverbridge Partners LLC 1,645 $351k Jun 30, 2019 Jul 10, 2019
van Strum & Towne Inc 1,645 $351k Jun 30, 2019 Aug 12, 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
Mountain Capital Investment Advisors Inc 1,716 $341k Jun 30, 2019 Aug 14, 2019
Progressive Investment Management Corporation 1,601 $341k Jun 30, 2019 Aug 12, 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
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
The Retirement Planning Group Inc 1,536 $327k Jun 30, 2019 Jul 25, 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 Advisors LLC 1,417 $302k Jun 30, 2019 Aug 13, 2019
Armor Investment 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
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
Mastrapasqua Asset Management Inc 1,250 $266k Jun 30, 2019 Aug 12, 2019
Ipswich Investment Management Company Inc 1,250 $266k Jun 30, 2019 Jul 11, 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
Planning Directions Inc 1,050 $224k Jun 30, 2019 Jul 15, 2019
Wooster Corthell Wealth Management Inc 1,052 $224k Jun 30, 2019 Jul 31, 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
Andesa Financial Management Inc 1,009 $215k Jun 30, 2019 Jul 30, 2019
Carderock Capital Management Inc 1,010 $215k Jun 30, 2019 Jul 15, 2019
Weiss Asset Management LP 1,005 $214k Jun 30, 2019 Aug 14, 2019
Landmark Financial Advisors LLC 1,005 $214k Jun 30, 2019 Aug 2, 2019
Dillon & Associates Inc 997 $212k Jun 30, 2019 Jul 22, 2019
Lucia Wealth Services LLC 974 $208k Jun 30, 2019 Jul 23, 2019
Highwater Wealth Management LLC 957 $204k Jun 30, 2019 Jul 18, 2019
Peninsula Wealth LLC 957 $204k Jun 30, 2019 Aug 2, 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
Drexel Morgan & Co 500 $107k Jun 30, 2019 Aug 8, 2019
Cramer Rosenthal Mcglynn LLC 500 $107k Jun 30, 2019 Aug 13, 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
Grace Capital 349 $74k Jun 30, 2019 Aug 14, 2019
Horan Securities Inc 347 $74k Jun 30, 2019 Jul 24, 2019
Boston Private Wealth LLC 315 $67k Jun 30, 2019 Jul 10, 2019
Heritage Financial LLC 288 $61k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 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 LLC 124 $26k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 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
Concorde Asset Management LLC 52 $11k Jun 30, 2019 Aug 8, 2019
Meritage Portfolio Management Inc 50 $11k Jun 30, 2019 Jul 30, 2019
Maytech Global Investments LLC 15 $3k Jun 30, 2019 Aug 12, 2019
Mcmillion Capital Management Inc 16 $3k Jun 30, 2019 Jul 25, 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

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