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

BlackRock, Inc.
(09247X101)

Funds Reporting Holdings of BlackRock, Inc. according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
The London Company of Virginia LLC 692,975 $325,213k Jun 30, 2019 Aug 14, 2019
Tower Bridge Advisors Inc 515 $241,690k Jun 30, 2019 Aug 6, 2019
Mawer Investment Management Ltd 362,672 $170,202k Jun 30, 2019 Aug 6, 2019
Santa Barbara Asset Management LLC 304,554 $130,157k Mar 31, 2019 May 14, 2019
Junto Capital Management LP 247,367 $116,089k Jun 30, 2019 Aug 14, 2019
Vulcan Value Partners LLC 220,547 $103,503k Jun 30, 2019 Aug 14, 2019
Crawford Investment Counsel Inc 141,467 $66,390k Jun 30, 2019 Aug 12, 2019
Managed Account Advisors LLC 183,042 $63,329k Jun 30, 2015 Aug 14, 2015
Brandywine Global Investment Management LLC 132,640 $62,248k Jun 30, 2019 Aug 14, 2019
William Blair Investment Management LLC 123,147 $57,793k Jun 30, 2019 Aug 9, 2019
Morningstar Investment Services LLC 85,712 $40,224k Jun 30, 2019 Aug 13, 2019
Parsec Financial Management Inc 75,329 $35,352k Jun 30, 2019 Jul 23, 2019
Panagora Asset Management Inc 70,344 $33,012k Jun 30, 2019 Aug 9, 2019
Montrusco Bolton Investments Inc 70,953 $32,363k Jun 30, 2019 Aug 5, 2019
Janus Capital Management LLC 82,596 $31,676k Mar 31, 2017 May 16, 2017
Madison Investment Holdings Inc 64,238 $30,147k Jun 30, 2019 Aug 13, 2019
Schwartz Investment Counsel Inc 56,050 $26,304k Jun 30, 2019 Jul 24, 2019
Provident Investment Management Inc 51,888 $24,351k Jun 30, 2019 Aug 8, 2019
First Foundation Advisors 46,896 $22,008k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 45,931 $21,555k Jun 30, 2019 Jul 25, 2019
EP Wealth Advisors LLC 38,777 $18,198k Jun 30, 2019 Aug 27, 2019
Cohen & Steers Capital Management Inc 46,618 $17,055k Mar 31, 2015 May 15, 2015
Carnegie Capital Asset Management LLC 35,763 $16,784k Jun 30, 2019 Jul 24, 2019
TDAM USA Inc 33,765 $15,846k Jun 30, 2019 Aug 1, 2019
Interocean Capital LLC 31,399 $14,735k Jun 30, 2019 Aug 13, 2019
Howard Capital Management Inc 29,293 $13,747k Jun 30, 2019 Jul 24, 2019
Sandler Capital Management 25,930 $12,169k Jun 30, 2019 Aug 14, 2019
Granite Investment Partners LLC 25,650 $12,038k Jun 30, 2019 Aug 7, 2019
Granite Financial Partners LLC 25,650 $12,038k Jun 30, 2019 Aug 7, 2019
Bluemar Capital Management LLC 25,291 $11,869k Jun 30, 2019 Aug 14, 2019
Cutler Investment Counsel LLC 25,225 $11,838k Jun 30, 2019 Aug 5, 2019
Arrowgrass Capital Partners US LP 25,000 $11,733k Put Jun 30, 2019 Aug 14, 2019
Impax Asset Management LLC 23,100 $11,528k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 23,100 $11,528k Jun 30, 2018 Aug 14, 2018
Prana Capital Management LP 24,399 $11,450k Jun 30, 2019 Aug 14, 2019
Eagle Ridge Investment Management LLC 23,877 $11,205k Jun 30, 2019 Aug 1, 2019
Baring International Investment Ltd 34,173 $10,922k Jun 30, 2014 Jul 21, 2014
Haverford Financial Services Inc 22,515 $10,566k Jun 30, 2019 Aug 13, 2019
Otter Creek Advisors LLC 22,000 $10,325k Put Jun 30, 2019 Aug 14, 2019
Edgemoor Investment Advisors Inc 21,964 $10,308k Jun 30, 2019 Aug 9, 2019
Bridgecreek Investment Management LLC 18,280 $8,579k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 18,236 $8,558k Jun 30, 2019 Aug 9, 2019
Dupont Capital Management Corp 18,091 $8,490k Jun 30, 2019 Jul 30, 2019
Gabelli Funds LLC 17,800 $8,354k Jun 30, 2019 Aug 2, 2019
Provise Management Group LLC 17,790 $8,349k Jun 30, 2019 Aug 9, 2019
Cambridge Investment Research Advisors Inc 17,643 $8,280k Jun 30, 2019 Aug 15, 2019
Fulcrum Capital LLC 17,103 $8,026k Jun 30, 2019 Jul 29, 2019
DEAN Investment Associates LLC 16,396 $7,694k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 16,153 $7,581k Jun 30, 2019 Jul 30, 2019
Strategic Financial Services Inc 15,826 $7,427k Jun 30, 2019 Aug 13, 2019
Avalon Advisors LLC 15,797 $7,414k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 15,750 $7,391k Jun 30, 2019 Jul 25, 2019
Skylands Capital LLC 15,475 $7,262k Jun 30, 2019 Jul 29, 2019
Ashfield Capital Partners LLC 15,245 $7,155k Jun 30, 2019 Jul 29, 2019
Buckhead Capital Management LLC 14,874 $6,980k Jun 30, 2019 Aug 1, 2019
Mastrapasqua Asset Management Inc 14,847 $6,968k Jun 30, 2019 Aug 12, 2019
Telemus Capital LLC 16,146 $6,964k Jun 30, 2019 Aug 9, 2019
Brightworth LLC 13,949 $6,546k Jun 30, 2019 Jul 31, 2019
Exchange Capital Management Inc 13,776 $6,465k Jun 30, 2019 Jul 22, 2019
Palouse Capital Management Inc 13,565 $6,366k Jun 30, 2019 Aug 6, 2019
Becker Capital Management Inc 13,196 $6,193k Jun 30, 2019 Aug 8, 2019
Chartwell Investment Partners LLC 12,537 $5,884k Jun 30, 2019 Aug 19, 2019
Highland Capital Management LLC 11,536 $5,414k Jun 30, 2019 Jul 29, 2019
Steel Canyon Capital LLC 11,468 $5,382k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 11,450 $5,373k Jun 30, 2019 Aug 12, 2019
Baltimore-Washington Financial Advisors Inc 11,140 $5,228k Jun 30, 2019 Jul 25, 2019
Middleton & Company Inc 11,118 $5,218k Jun 30, 2019 Jul 25, 2019
Viking Fund Management LLC 10,800 $5,068k Jun 30, 2019 Jul 16, 2019
Azimuth Capital Management LLC 10,491 $4,924k Jun 30, 2019 Aug 13, 2019
Advisors Capital Management LLC 10,438 $4,899k Jun 30, 2019 Aug 15, 2019
Cobiz Wealth LLC 10,272 $4,821k Jun 30, 2019 Jul 8, 2019
JGP Wealth Management LLC 10,143 $4,760k Jun 30, 2019 Jul 15, 2019
Chesley TAFT & Associates LLC 9,951 $4,670k Jun 30, 2019 Jul 10, 2019
Beech Hill Advisors Inc 9,735 $4,569k Jun 30, 2019 Jul 15, 2019
Autus Asset Management LLC 9,141 $4,290k Jun 30, 2019 Jul 15, 2019
Richard Bernstein Advisors LLC 9,041 $4,242k Jun 30, 2019 Aug 9, 2019
Spearhead Capital Advisors LLC 9,009 $4,228k Jun 30, 2019 Jul 17, 2019
SAND Hill Global Advisors LLC 8,843 $4,150k Jun 30, 2019 Aug 13, 2019
Quest Investment Management LLC 8,682 $4,074k Jun 30, 2019 Aug 13, 2019
Argus Investors' Counsel Inc 8,595 $4,034k Jun 30, 2019 Jul 10, 2019
BLB & B Advisors LLC 8,267 $3,880k Jun 30, 2019 Jul 29, 2019
American Money Management LLC 7,932 $3,723k Jun 30, 2019 Aug 12, 2019
Mcguire Investment Group LLC 7,903 $3,709k Jun 30, 2019 Jul 25, 2019
Bourgeon Capital Management LLC 7,809 $3,665k Jun 30, 2019 Jul 18, 2019
Vontobel Swiss Wealth Advisors AG 7,805 $3,663k Jun 30, 2019 Aug 12, 2019
Foresters Investment Management Company Inc 7,800 $3,661k Jun 30, 2019 Aug 12, 2019
Security Asset Management Inc 7,599 $3,566k Jun 30, 2019 Aug 6, 2019
Northpointe Capital LLC 7,562 $3,549k Jun 30, 2019 Jul 26, 2019
Eulav Asset Management 7,500 $3,520k Jun 30, 2019 Aug 5, 2019
Sentry Management Inc 7,427 $3,485k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 7,427 $3,485k Jun 30, 2019 Aug 12, 2019
Benson Investment Management Company Inc 7,110 $3,337k Jun 30, 2019 Jul 11, 2019
Segment Wealth Management LLC 6,860 $3,219k Jun 30, 2019 Jul 29, 2019
Sawgrass Asset Management LLC 6,286 $2,950k Jun 30, 2019 Jul 23, 2019
Oxbow Advisors LLC 6,279 $2,947k Jun 30, 2019 Aug 7, 2019
FRED Alger Management Inc 6,273 $2,944k Jun 30, 2019 Aug 14, 2019
Dowling & Yahnke LLC 6,187 $2,904k Jun 30, 2019 Jul 22, 2019
Capital Impact Advisors LLC 6,251 $2,903k Jun 30, 2019 Jul 19, 2019
Sheets Smith Wealth Management 5,935 $2,785k Jun 30, 2019 Jul 12, 2019
Element Capital Management LLC 5,886 $2,762k Jun 30, 2019 Aug 14, 2019
Stevens Capital Management LP 5,815 $2,729k Jun 30, 2019 Jul 31, 2019
Newfocus Financial Group LLC 5,557 $2,608k Jun 30, 2019 Jul 23, 2019
Northwest Investment Counselors LLC 5,436 $2,551k Jun 30, 2019 Jul 25, 2019
Golub Group LLC 5,291 $2,483k Jun 30, 2019 Aug 13, 2019
Level Four Advisory Services LLC 5,289 $2,482k Jun 30, 2019 Aug 14, 2019
BTC Capital Management Inc 5,251 $2,466k Jun 30, 2019 Jul 26, 2019
Twin Capital Management Inc 5,133 $2,409k Jun 30, 2019 Aug 1, 2019
Keystone Financial Planning Inc 5,084 $2,386k Jun 30, 2019 Aug 5, 2019
Investment Counsel Inc 4,993 $2,383k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 4,993 $2,383k Jun 30, 2019 Jul 29, 2019
Hengehold Capital Management LLC 5,052 $2,371k Jun 30, 2019 Jul 23, 2019
New Potomac Partners LLC 5,042 $2,366k Jun 30, 2019 Jul 26, 2019
Stokes Capital Advisors LLC 4,947 $2,322k Jun 30, 2019 Jul 15, 2019
Blue CHIP Wealth Management Inc 4,798 $2,252k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 4,707 $2,209k Jun 30, 2019 Aug 12, 2019
Cadence Capital Management LLC 4,660 $2,187k Jun 30, 2019 Aug 12, 2019
Quantitative Investment Management LLC 4,648 $2,181k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 4,565 $2,142k Jun 30, 2019 Jul 22, 2019
Pinkerton Retirement Specialists LLC 4,452 $2,090k Jun 30, 2019 Aug 6, 2019
The Investment House LLC 4,400 $2,065k Jun 30, 2019 Aug 5, 2019
Canal Capital Management LLC 4,278 $2,008k Jun 30, 2019 Jul 31, 2019
Dumont & Blake Investment Advisors LLC 4,186 $1,964k Jun 30, 2019 Aug 1, 2019
Integre Asset Management LLC 4,114 $1,931k Jun 30, 2019 Aug 14, 2019
Baldwin Investment Management LLC 4,100 $1,924k Jun 30, 2019 Aug 6, 2019
Cfo4Life Group LLC 4,092 $1,920k Jun 30, 2019 Jul 29, 2019
Mirador Capital Partners LP 3,789 $1,778k Jun 30, 2019 Aug 6, 2019
SWS Partners LLC 3,740 $1,777k Jun 30, 2019 Aug 13, 2019
Cypress Wealth Services LLC 3,715 $1,744k Jun 30, 2019 Jul 24, 2019
Stokes & Hubbell Capital Management LLC 4,033 $1,724k Mar 31, 2019 Apr 24, 2019
Harbour Capital Advisors LLC 3,663 $1,719k Jun 30, 2019 Jul 10, 2019
Miles Capital Inc 3,628 $1,703k Jun 30, 2019 Aug 13, 2019
and Wealth Partners LLC 3,470 $1,628k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 3,470 $1,628k Jun 30, 2019 Aug 6, 2019
DAVY Asset Management Limited 3,461 $1,624k Jun 30, 2019 Jul 19, 2019
Poehling Capital Management Inc 3,366 $1,580k Jun 30, 2019 Aug 9, 2019
Homrich & BERG Inc 3,175 $1,490k Jun 30, 2019 Aug 5, 2019
Cottage Street Advisors LLC 3,105 $1,457k Jun 30, 2019 Aug 2, 2019
RKL Wealth Management LLC 3,064 $1,440k Jun 30, 2019 Aug 2, 2019
IMS Capital Management Inc 3,024 $1,419k Jun 30, 2019 Aug 14, 2019
Altium Wealth Management LLC 2,958 $1,388k Jun 30, 2019 Jul 18, 2019
Mckinley Carter Wealth Services Inc 2,858 $1,341k Jun 30, 2019 Aug 2, 2019
Texas Yale Capital Corp 2,703 $1,269k Jun 30, 2019 Jul 24, 2019
Doliver Capital Advisors LP 2,693 $1,264k Jun 30, 2019 Jul 25, 2019
Acadian Asset Management LLC 2,636 $1,237k Jun 30, 2019 Aug 8, 2019
Fluent Financial LLC 2,592 $1,216k Jun 30, 2019 Jul 29, 2019
Donald L Hagan LLC 2,567 $1,205k Jun 30, 2019 Jul 18, 2019
Evergreen Capital Management LLC 2,563 $1,203k Jun 30, 2019 Aug 14, 2019
Motley FOOL Asset Management LLC 2,542 $1,193k Jun 30, 2019 Aug 14, 2019
Hermes Investment Management Limited 2,386 $1,191k Jun 30, 2018 Jul 24, 2018
Lejeune Puetz Investment Counsel 2,536 $1,190k Jun 30, 2019 Jul 29, 2019
AFT Forsyth and Company Inc 2,527 $1,186k Jun 30, 2019 Jul 29, 2019
Dynamic Advisor Solutions LLC 2,500 $1,173k Jun 30, 2019 Aug 13, 2019
Dearborn Partners LLC 2,488 $1,168k Jun 30, 2019 Jul 29, 2019
OFI Advisors LLC 3,871 $1,152k Sep 30, 2015 Nov 16, 2015
Yorktown Management and Research Co Inc 2,400 $1,126k Jun 30, 2019 Aug 2, 2019
Ferguson Wellman Capital Management Inc 2,385 $1,119k Jun 30, 2019 Jul 16, 2019
Venturi Wealth Management LLC 2,303 $1,081k Jun 30, 2019 Aug 7, 2019
Personal Capital Advisors Corporation 2,255 $1,058k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 2,236 $1,049k Jun 30, 2019 Aug 5, 2019
Mitchell Capital Management Co 2,231 $1,047k Jun 30, 2019 Jul 24, 2019
E & G Advisors LP 2,230 $1,047k Jun 30, 2019 Jul 12, 2019
West Branch Capital LLC 2,229 $1,046k Jun 30, 2019 Aug 5, 2019
Marietta Wealth Management LLC 2,203 $1,034k Jun 30, 2019 Aug 14, 2019
Wright Investors Service Inc 2,175 $1,021k Jun 30, 2019 Aug 1, 2019
Financial Counselors Inc 2,111 $991k Jun 30, 2019 Aug 14, 2019
Zevenbergen Capital Investments LLC 2,110 $990k Jun 30, 2019 Aug 13, 2019
Twin Focus Capital Partners LLC 2,064 $969k Jun 30, 2019 Aug 14, 2019
QS Investors LLC 2,046 $961k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 2,008 $942k Jun 30, 2019 Aug 2, 2019
Breiter Capital Management Inc 2,005 $941k Jun 30, 2019 Aug 23, 2019
Markston International LLC 2,001 $939k Jun 30, 2019 Aug 6, 2019
Williams Jones & Associates LLC 1,902 $893k Jun 30, 2019 Aug 14, 2019
Traynor Capital Management Inc 1,879 $889k Jun 30, 2019 Jul 26, 2019
Woodmont Investment Counsel LLC 1,855 $871k Jun 30, 2019 Aug 14, 2019
Heritage Investment Group Inc 1,851 $869k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 1,851 $869k Jun 30, 2019 Aug 13, 2019
Cleararc Capital Inc 1,839 $863k Jun 30, 2019 Aug 7, 2019
USCA RIA LLC 1,779 $835k Jun 30, 2019 Aug 14, 2019
Appleton Partners Inc 1,669 $783k Jun 30, 2019 Jul 25, 2019
Clearstead Advisors LLC 1,666 $782k Jun 30, 2019 Aug 8, 2019
Confluence Wealth Management LLC 1,582 $742k Jun 30, 2019 Aug 9, 2019
Guardian Capital Advisors LP 1,560 $741k Jun 30, 2019 Aug 14, 2019
North Star Investment Management Corporation 1,558 $731k Jun 30, 2019 Jul 15, 2019
Prospera Financial Services Inc 1,521 $723k Jun 30, 2019 Aug 14, 2019
Carnick & Kubik Group LLC 1,508 $708k Jun 30, 2019 Jul 30, 2019
Clear Perspective Advisors LLC 1,443 $677k Jun 30, 2019 Aug 12, 2019
Ensemble Capital Management LLC 1,435 $673k Jun 30, 2019 Aug 14, 2019
Allen Investment Management LLC 1,433 $673k Jun 30, 2019 Aug 12, 2019
Secrest Blakey & Associates LLC 1,430 $671k Jun 30, 2019 Aug 13, 2019
Cornell Pochily Investment Advisors Inc 1,329 $624k Jun 30, 2019 Jul 22, 2019
The Caprock Group Inc 1,318 $619k Jun 30, 2019 Jul 23, 2019
Midwest Professional Planners Ltd 1,311 $615k Jun 30, 2019 Aug 12, 2019
Bigsur Wealth Management LLC 1,291 $611k Jun 30, 2019 Jul 5, 2019
DUFF & Phelps Investment Management Co 1,285 $603k Jun 30, 2019 Aug 2, 2019
Pagnatokarp Partners LLC 1,256 $589k Jun 30, 2019 Aug 8, 2019
Wilmington Trust Investment Management LLC 1,820 $582k Jun 30, 2014 Aug 13, 2014
Savant Capital LLC 1,203 $565k Jun 30, 2019 Aug 6, 2019
Colonial Trust Advisors Inc 1,198 $562k Jun 30, 2019 Aug 21, 2019
Brasada Capital Management LP 1,170 $556k Jun 30, 2019 Aug 7, 2019
Cambridge Advisors Inc 1,160 $544k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 1,160 $544k Jun 30, 2019 Jul 26, 2019
Quadrant Private Wealth Management LLC 1,093 $513k Jun 30, 2019 Aug 13, 2019
Harfst and Associates Inc 1,091 $512k Jun 30, 2019 Aug 14, 2019
Oak Ridge Investments LLC 1,074 $504k Jun 30, 2019 Aug 14, 2019
Patton Albertson Miller Group LLC 1,165 $497k Jun 30, 2019 Aug 12, 2019
Choate Investment Advisors LLC 1,044 $490k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 1,041 $489k Jun 30, 2019 Jul 15, 2019
Torch Wealth Management LLC 1,010 $474k Jun 30, 2019 Aug 2, 2019
Cetera Investment Advisers LLC 1,010 $473k Jun 30, 2019 Aug 12, 2019
Tributary Capital Management LLC 980 $460k Jun 30, 2019 Jul 11, 2019
Horizon Investments LLC 980 $460k Jun 30, 2019 Aug 14, 2019
Welch & Forbes LLC 960 $451k Jun 30, 2019 Jul 12, 2019
Cambridge Financial Group LLC 918 $431k Jun 30, 2019 Jul 29, 2019
Pictet North America Advisors SA 919 $431k Jun 30, 2019 Aug 7, 2019
Wrapmanager Inc 914 $429k Jun 30, 2019 Jul 31, 2019
Douglass Winthrop Advisors LLC 891 $418k Jun 30, 2019 Jul 10, 2019
Summit Financial LLC 878 $412k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 878 $412k Jun 30, 2019 Jul 3, 2019
Kelman Lazarov Inc 865 $406k Jun 30, 2019 Jul 22, 2019
Wellington Shields Capital Management LLC 850 $399k Jun 30, 2019 Aug 8, 2019
Ropes Wealth Advisors LLC 818 $384k Jun 30, 2019 Jul 31, 2019
Cipher Capital LP 807 $379k Jun 30, 2019 Aug 13, 2019
Brookstone Capital Management LLC 794 $373k Jun 30, 2019 Jul 25, 2019
Mission Wealth Management LP 791 $371k Jun 30, 2019 Aug 9, 2019
Abbrea Capital LLC 787 $369k Jun 30, 2019 Jul 31, 2019
Modera Wealth Management LLC 776 $364k Jun 30, 2019 Aug 7, 2019
Tiedemann Advisors LLC 756 $353k Jun 30, 2019 Aug 13, 2019
Dodge & COX 750 $352k Jun 30, 2019 Aug 13, 2019
Mengis Capital Management Inc 735 $344k Jun 30, 2019 Jul 18, 2019
WEIK Capital Management Inc 695 $326k Jun 30, 2019 Aug 9, 2019
Guinness Atkinson Asset Management Inc 690 $324k Jun 30, 2019 Jul 26, 2019
Buckingham Asset Management LLC 668 $313k Jun 30, 2019 Aug 5, 2019
First Manhattan Co 653 $306k Jun 30, 2019 Aug 16, 2019
BOYS Arnold & Company Inc 648 $304k Jun 30, 2019 Aug 1, 2019
Ancora Family Wealth Advisors LLC 815 $295k Sep 30, 2016 Nov 4, 2016
Aspiriant LLC 620 $290k Jun 30, 2019 Aug 6, 2019
Arlington Financial Advisors LLC 615 $289k Jun 30, 2019 Aug 5, 2019
Badgley Phelps and Bell Inc 613 $288k Jun 30, 2019 Jul 30, 2019
Sequoia Financial Advisors LLC 607 $285k Jun 30, 2019 Jul 31, 2019
TODD Asset Management LLC 596 $280k Jun 30, 2019 Aug 6, 2019
Foundations Investment Advisors LLC 584 $278k Jun 30, 2019 Jul 8, 2019
Sunbelt Securities Inc 590 $277k Jun 30, 2019 Aug 1, 2019
Stewart & Patten Co LLC 576 $270k Jun 30, 2019 Jul 17, 2019
Foster Dykema Cabot & Co Incorporated 572 $268k Jun 30, 2019 Aug 6, 2019
SRB Corporation 567 $266k Jun 30, 2019 Aug 14, 2019
Confluence Investment Management LLC 567 $266k Jun 30, 2019 Jul 24, 2019
Buckley Wealth Management LLC 565 $265k Jun 30, 2019 Jul 19, 2019
FFCM LLC 551 $259k Jun 30, 2019 Jul 30, 2019
BKD Wealth Advisors LLC 550 $258k Jun 30, 2019 Jul 10, 2019
TMD & Associates Inc 544 $255k Jun 30, 2019 Aug 9, 2019
Lyell Wealth Management LP 540 $253k Jun 30, 2019 Aug 1, 2019
DB Root & Company LLC 535 $251k Jun 30, 2019 Jul 19, 2019
CAMG Solamere Management LLC 531 $250k Jun 30, 2019 Aug 13, 2019
Clifford SWAN Investment Counsel LLC 520 $244k Jun 30, 2019 Aug 13, 2019
Aries Wealth Management LLC 503 $241k Jun 30, 2019 Jul 15, 2019
Triangle Securities Wealth Management 501 $237k Jun 30, 2019 Jul 10, 2019
Woodley Farra Manion Portfolio Management Inc 505 $237k Jun 30, 2019 Aug 12, 2019
Birinyi Associates Inc 500 $235k Jun 30, 2019 Aug 5, 2019
Douglas Lane & Associates LLC 500 $235k Jun 30, 2019 Jul 8, 2019
Spinnaker Investment Group LLC 500 $234k Jun 30, 2019 Jul 11, 2019
Tufton Capital Management LLC 497 $233k Jun 30, 2019 Jul 26, 2019
Independent Investors Inc 494 $231k Jun 30, 2019 Jul 18, 2019
Alpha Windward LLC 476 $228k Jun 30, 2019 Jul 30, 2019
Hall Capital Management Company Inc 477 $224k Jun 30, 2019 Aug 14, 2019
Lakeview Capital Partners LLC 465 $218k Jun 30, 2019 Aug 5, 2019
Peak Asset Management LLC 462 $217k Jun 30, 2019 Aug 15, 2019
Weiss Asset Management LP 459 $215k Jun 30, 2019 Aug 14, 2019
Strategic Capital Advisers Inc 455 $213k Jun 30, 2019 Jul 30, 2019
HCR Wealth Advisors 453 $213k Jun 30, 2019 Jul 25, 2019
Good Life Advisors LLC 453 $208k Jun 30, 2019 Aug 6, 2019
Driehaus Capital Management LLC 436 $205k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 435 $204k Jun 30, 2019 Aug 12, 2019
Sanders Morris Harris LLC 430 $202k Jun 30, 2019 Jul 10, 2019
Leonard Rickey Investment Advisors PLLC 429 $201k Jun 30, 2019 Jul 10, 2019
Midas Management Corporation 400 $188k Jun 30, 2019 Jul 9, 2019
Legacy Advisors LLC 300 $141k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 300 $141k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Corporation 300 $141k Jun 30, 2019 Jul 15, 2019
Transamerica Financial Advisors Inc 293 $138k Jun 30, 2019 Aug 21, 2019
Centerstar Asset Management LLC 7,100 $111k Put Jun 30, 2019 Aug 2, 2019
Penobscot Investment Management Company Inc 220 $103k Jun 30, 2019 Aug 2, 2019
Princeton Capital Management LLC 212 $99k Jun 30, 2019 Aug 12, 2019
Cornercap Investment Counsel Inc 211 $99k Jun 30, 2019 Aug 14, 2019
Maryland Capital Management LLC 150 $70k Jun 30, 2019 Aug 13, 2019
Palladium Partners LLC 145 $68k Jun 30, 2019 Aug 7, 2019
Nelson Roberts Investment Advisors LLC 115 $54k Jun 30, 2019 Jul 25, 2019
1919 Investment Counsel LLC 159 $53k Sep 30, 2014 Nov 14, 2014
Arbor Wealth Management LLC 104 $49k Jun 30, 2019 Jul 16, 2019
The Fiduciary Group LLC 105 $49k Jun 30, 2019 Aug 14, 2019
Jackson Grant Investment Advisers Inc 93 $44k Jun 30, 2019 Aug 13, 2019
Spectrum Group Management LLC 84 $39k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 84 $39k Jun 30, 2019 Aug 2, 2019
First National Corporation 80 $38k Jun 30, 2019 Jul 22, 2019
ST Johns Investment Management Company LLC 75 $35k Jun 30, 2019 Jul 24, 2019
Ellevest Inc 70 $33k Jun 30, 2019 Aug 20, 2019
The Central Trust Bank 60 $28k Jun 30, 2019 Jul 16, 2019
Arlington Partners LLC 48 $23k Jun 30, 2019 Jul 10, 2019
Gables Capital Management Inc 50 $23k Jun 30, 2019 Jul 31, 2019
Copeland Capital Management LLC 36 $17k Jun 30, 2019 Jul 19, 2019
Smith Asset Management Group LP 21 $10k Jun 30, 2019 Aug 15, 2019
Avondale Wealth Management LLC 15 $7k Jun 30, 2019 Jul 26, 2019
Kovack International Advisors Inc 1 $0k Call Jun 30, 2019 Aug 14, 2019
Kovack Advisors Inc 1 $0k Call Jun 30, 2019 Aug 14, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.