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Boeing Co/The
(097023105)

Funds Reporting Holdings of Boeing Co/The according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Cantab Capital Partners LLP 14,561 $3,702,000k Sep 30, 2017 Nov 14, 2017
GS Investments Inc 6,642 $2,417,754k Jun 30, 2019 Aug 9, 2019
Viking Global Investors LP 2,777,120 $1,010,899k Jun 30, 2019 Aug 14, 2019
Janus Capital Management LLC 5,641,608 $997,775k Mar 31, 2017 May 16, 2017
Tower Bridge Advisors Inc 2,696 $981,371k Jun 30, 2019 Aug 6, 2019
Waddell & REED Inc 1,010,009 $367,653k Jun 30, 2019 Aug 14, 2019
Retirement Income Solutions Inc 681 $248,000k Jun 30, 2019 Jul 23, 2019
Steadfast Capital Management LP 608,777 $221,601k Jun 30, 2019 Aug 14, 2019
Pointstate Capital LP 607,004 $220,956k Jun 30, 2019 Aug 14, 2019
FRED Alger Management Inc 575,025 $209,315k Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 534,179 $194,446k Jun 30, 2019 Aug 9, 2019
Palestra Capital Management LLC 508,205 $184,992k Jun 30, 2019 Aug 14, 2019
Westfield Capital Management Company LP 407,326 $148,271k Jun 30, 2019 Aug 13, 2019
Darsana Capital Partners LP 308,500 $112,297k Jun 30, 2019 Aug 14, 2019
Canyon Capital Advisors LLC 302,572 $110,139k Jun 30, 2019 Aug 15, 2019
Elliott Management Corporation 300,000 $109,203k Put Jun 30, 2019 Aug 14, 2019
Marsico Capital Management LLC 259,971 $94,632k Jun 30, 2019 Aug 14, 2019
Pentwater Capital Management LP 258,400 $94,060k Jun 30, 2019 Aug 14, 2019
Cacti Asset Management LLC 254,940 $94,012k Jun 30, 2019 Jul 1, 2019
Meridian Wealth Management LLC 25,104 $91,381k Jun 30, 2019 Jul 19, 2019
Newbrook Capital Advisors LP 210,541 $76,639k Jun 30, 2019 Aug 14, 2019
Schafer Cullen Capital Management Inc 203,998 $74,527k Jun 30, 2019 Jul 30, 2019
Capital Guardian Trust Company 202,912 $73,862k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 178,854 $65,105k Jun 30, 2019 Aug 13, 2019
FORT PITT Capital Group LLC 167,403 $60,936k Jun 30, 2019 Aug 9, 2019
Kovitz Investment Group Partners LLC 135,787 $49,427k Jun 30, 2019 Aug 14, 2019
William Blair Investment Management LLC 122,950 $44,755k Jun 30, 2019 Aug 9, 2019
Oakmont Corporation 122,793 $44,698k Jun 30, 2019 Aug 1, 2019
Managed Account Advisors LLC 319,701 $44,349k Jun 30, 2015 Aug 14, 2015
Alkeon Capital Management LLC 115,357 $41,991k Jun 30, 2019 Aug 14, 2019
Nokota Management LP 114,613 $41,720k Jun 30, 2019 Aug 14, 2019
Avalon Advisors LLC 112,448 $40,932k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 111,984 $40,763k Jun 30, 2019 Jul 15, 2019
Bristol Gate Capital Partners Inc 108,840 $39,617k Jun 30, 2019 Aug 14, 2019
Castleark Management LLC 108,761 $39,590k Jun 30, 2019 Aug 13, 2019
Bowen Hanes & Co Inc 105,867 $38,537k Jun 30, 2019 Aug 13, 2019
Scopus Asset Management LP 101,500 $36,947k Jun 30, 2019 Aug 14, 2019
Minneapolis Portfolio Management Group LLC 97,304 $35,420k Jun 30, 2019 Aug 2, 2019
Suvretta Capital Management LLC 95,000 $34,581k Call Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 92,261 $33,584k Jun 30, 2019 Aug 15, 2019
Ferguson Wellman Capital Management Inc 91,135 $33,174k Jun 30, 2019 Jul 16, 2019
Abner Herrman & Brock LLC 91,112 $33,166k Jun 30, 2019 Jul 19, 2019
TDAM USA Inc 87,989 $32,029k Jun 30, 2019 Aug 1, 2019
Gabelli Funds LLC 87,200 $31,742k Jun 30, 2019 Aug 2, 2019
The Cypress Funds LLC 86,000 $31,305k Call Jun 30, 2019 Aug 1, 2019
Tocqueville Asset Management LP 85,730 $31,207k Jun 30, 2019 Jul 31, 2019
Markston International LLC 83,000 $30,213k Jun 30, 2019 Aug 6, 2019
Cullen Capital Management LLC 80,650 $29,357k Jun 30, 2019 Jul 30, 2019
Castle HOOK Partners LP 80,619 $29,346k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 79,207 $28,832k Jun 30, 2019 Aug 13, 2019
Polaris Greystone Financial Group LLC 76,864 $27,399k Jun 30, 2019 Jul 25, 2019
Smith Asset Management Group LP 69,643 $25,351k Jun 30, 2019 Aug 15, 2019
QS Investors LLC 67,568 $24,596k Jun 30, 2019 Aug 14, 2019
Badgley Phelps and Bell Inc 58,905 $21,442k Jun 30, 2019 Jul 30, 2019
Azimuth Capital Management LLC 58,273 $21,212k Jun 30, 2019 Aug 13, 2019
Quantitative Investment Management LLC 57,493 $20,928k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisors Inc 54,000 $20,597k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 54,000 $20,597k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 54,000 $20,597k Mar 31, 2019 May 13, 2019
Carnegie Capital Asset Management LLC 55,853 $20,331k Jun 30, 2019 Jul 24, 2019
Capwealth Advisors LLC 55,272 $20,120k Jun 30, 2019 Aug 13, 2019
Grassi Investment Management LLC 54,407 $19,805k Jun 30, 2019 Jul 10, 2019
Highland Capital Management LLC 54,224 $19,738k Jun 30, 2019 Jul 29, 2019
Foster Dykema Cabot & Co Incorporated 54,063 $19,679k Jun 30, 2019 Aug 6, 2019
Adams Diversified Equity Fund Inc 52,200 $19,001k Jun 30, 2019 Jul 29, 2019
Taurus Asset Management LLC 51,942 $18,907k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 51,434 $18,722k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 51,434 $18,722k Jun 30, 2019 Aug 14, 2019
Kingdon Capital Management LLC 50,890 $18,524k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 50,580 $18,412k Jun 30, 2019 Aug 12, 2019
Renaissance Technologies LLC 49,600 $18,055k Jun 30, 2019 Aug 12, 2019
Private Wealth Partners LLC 47,818 $17,406k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 47,818 $17,406k Jun 30, 2019 Aug 6, 2019
Rothschild & Co Asset Management US Inc 47,637 $17,341k Jun 30, 2019 Jul 25, 2019
Valinor Management LP 46,900 $17,072k Jun 30, 2019 Aug 14, 2019
Edgemoor Investment Advisors Inc 46,468 $16,915k Jun 30, 2019 Aug 9, 2019
Argent Capital Management LLC 46,151 $16,800k Jun 30, 2019 Aug 15, 2019
Dupont Capital Management Corp 45,420 $16,533k Jun 30, 2019 Jul 30, 2019
First Manhattan Co 44,974 $16,370k Jun 30, 2019 Aug 16, 2019
Arrowgrass Capital Partners US LP 43,644 $15,887k Jun 30, 2019 Aug 14, 2019
Sentry Management Inc 41,663 $15,166k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 41,663 $15,166k Jun 30, 2019 Aug 12, 2019
Brandywine Global Investment Management LLC 40,743 $14,831k Jun 30, 2019 Aug 14, 2019
Zweig-Dimenna Associates LLC 38,988 $14,192k Jun 30, 2019 Jul 10, 2019
Interocean Capital LLC 38,001 $13,833k Jun 30, 2019 Aug 13, 2019
Merriman Wealth Management LLC 3,844 $13,701k Jun 30, 2019 Jul 31, 2019
Thames Capital Management LLC 37,310 $13,581k Jun 30, 2019 Aug 14, 2019
Wexford Capital LP 36,889 $13,428k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 36,252 $13,196k Jun 30, 2019 Jul 5, 2019
Plancorp LLC 34,489 $12,554k Jun 30, 2019 Aug 13, 2019
Murphy Capital Management Inc 33,935 $12,352k Jun 30, 2019 Jul 22, 2019
Premier Asset Management LLC 33,809 $12,306k Jun 30, 2019 Aug 7, 2019
10-15 Associates Inc 33,045 $12,029k Jun 30, 2019 Aug 12, 2019
Payden & Rygel 33,000 $12,012k Jun 30, 2019 Aug 6, 2019
Twin Capital Management Inc 32,059 $11,670k Jun 30, 2019 Aug 1, 2019
Independent Investors Inc 31,810 $11,579k Jun 30, 2019 Jul 18, 2019
Miracle MILE Advisors LLC 31,731 $11,550k Jun 30, 2019 Aug 7, 2019
Lombard Odier Asset Management USA Corp 31,000 $11,284k Put Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 29,829 $10,858k Jun 30, 2019 Aug 5, 2019
Graticule Asia Macro Advisors LLC 29,202 $10,630k Jun 30, 2019 Aug 14, 2019
Quest Investment Management LLC 29,191 $10,626k Jun 30, 2019 Aug 13, 2019
Granite Investment Advisors LLC 29,134 $10,605k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 29,134 $10,605k Jun 30, 2019 Jul 23, 2019
Financial Counselors Inc 28,470 $10,363k Jun 30, 2019 Aug 14, 2019
Douglass Winthrop Advisors LLC 28,074 $10,219k Jun 30, 2019 Jul 10, 2019
NWAM LLC 27,825 $10,129k Jun 30, 2019 Jul 18, 2019
Hermes Investment Management Limited 29,556 $9,916k Jun 30, 2018 Jul 24, 2018
CCM Investment Advisers LLC 26,879 $9,784k Jun 30, 2019 Aug 5, 2019
Vestor Capital LLC 26,764 $9,742k Jun 30, 2019 Aug 6, 2019
BLB & B Advisors LLC 26,616 $9,689k Jun 30, 2019 Jul 29, 2019
Texas Yale Capital Corp 26,548 $9,664k Jun 30, 2019 Jul 24, 2019
Nippon Life Global Investors Americas Inc 26,550 $9,664k Jun 30, 2019 Jul 23, 2019
Steigerwald Gordon & KOCH Inc 25,687 $9,350k Jun 30, 2019 Jul 15, 2019
Tradition Capital Management LLC 24,413 $9,311k Mar 31, 2019 May 7, 2019
Crossvault Capital Management LLC 25,351 $9,228k Jun 30, 2019 Jul 19, 2019
Princeton Capital Management LLC 25,195 $9,171k Jun 30, 2019 Aug 12, 2019
Ziegler Capital Management LLC 77,999 $9,165k Sep 30, 2013 Nov 6, 2013
Graham Capital Management LP 25,000 $9,100k Jun 30, 2019 Aug 14, 2019
Punch & Associates Investment Management Inc 24,720 $8,998k Jun 30, 2019 Aug 14, 2019
The Burney Company 24,466 $8,906k Jun 30, 2019 Aug 12, 2019
Greystone Managed Investments Inc 23,814 $8,669k Jun 30, 2019 Jul 23, 2019
Meritage Portfolio Management Inc 23,520 $8,562k Jun 30, 2019 Jul 30, 2019
Dowling & Yahnke LLC 23,095 $8,407k Jun 30, 2019 Jul 22, 2019
Venturi Wealth Management LLC 22,850 $8,318k Jun 30, 2019 Aug 7, 2019
Chatham Capital Group Inc 22,709 $8,266k Jun 30, 2019 Jul 24, 2019
Montag A & Associates Inc 22,645 $8,243k Jun 30, 2019 Aug 6, 2019
Cobiz Wealth LLC 22,417 $8,160k Jun 30, 2019 Jul 8, 2019
ARS Investment Partners LLC 22,148 $8,062k Jun 30, 2019 Aug 12, 2019
Hoylecohen LLC 21,519 $7,833k Jun 30, 2019 Aug 9, 2019
OFI Advisors LLC 59,472 $7,788k Sep 30, 2015 Nov 16, 2015
Thompson Investment Management Inc 20,593 $7,496k Jun 30, 2019 Aug 7, 2019
Brightworth LLC 20,301 $7,390k Jun 30, 2019 Jul 31, 2019
Overbrook Management Corporation 20,176 $7,344k Jun 30, 2019 Aug 13, 2019
Hartline Investment Corp 20,129 $7,327k Jun 30, 2019 Aug 8, 2019
California Capital Advisors Inc 20,057 $7,301k Jun 30, 2019 Jul 15, 2019
Needham Investment Management LLC 20,000 $7,280k Jun 30, 2019 Aug 14, 2019
Segment Wealth Management LLC 19,483 $7,092k Jun 30, 2019 Jul 29, 2019
KMS Financial Services Inc 55,629 $7,086k Sep 30, 2014 Nov 17, 2014
Columbus Macro LLC 19,443 $7,077k Jun 30, 2019 Jul 16, 2019
Crawford Investment Counsel Inc 19,107 $6,955k Jun 30, 2019 Aug 12, 2019
USA Mutuals Advisors Inc 19,000 $6,916k Jun 30, 2019 Aug 5, 2019
Centre Asset Management LLC 18,482 $6,728k Jun 30, 2019 Jul 15, 2019
Foresters Investment Management Company Inc 18,350 $6,680k Jun 30, 2019 Aug 12, 2019
Calamos Wealth Management LLC 17,940 $6,530k Jun 30, 2019 Aug 7, 2019
Lyell Wealth Management LP 17,808 $6,482k Jun 30, 2019 Aug 1, 2019
CPWM LLC 17,772 $6,469k Jun 30, 2019 Aug 2, 2019
LOWE Brockenbrough & Company Inc 17,636 $6,420k Jun 30, 2019 Aug 12, 2019
Carnick & Kubik Group LLC 17,451 $6,353k Jun 30, 2019 Jul 30, 2019
Affinity Investment Advisors LLC 17,439 $6,348k Jun 30, 2019 Aug 8, 2019
Sigma Investment Counselors Inc 16,913 $6,156k Jun 30, 2019 Jul 23, 2019
Wright Investors Service Inc 16,692 $6,076k Jun 30, 2019 Aug 1, 2019
Buckingham Asset Management LLC 16,539 $6,020k Jun 30, 2019 Aug 5, 2019
Institute FOR Wealth Management LLC 16,172 $5,887k Jun 30, 2019 Aug 2, 2019
Beech Hill Advisors Inc 16,147 $5,878k Jun 30, 2019 Jul 15, 2019
The Fiduciary Group LLC 16,077 $5,852k Jun 30, 2019 Aug 14, 2019
Greenwood Gearhart Inc 16,034 $5,837k Jun 30, 2019 Aug 7, 2019
Carillon Tower Advisers Inc 15,400 $5,605k Jun 30, 2019 Aug 8, 2019
Ashfield Capital Partners LLC 15,369 $5,594k Jun 30, 2019 Jul 29, 2019
Auxier Asset Management LLC 15,079 $5,489k Jun 30, 2019 Aug 15, 2019
Perella Weinberg Partners Capital Management LP 14,854 $5,407k Jun 30, 2019 Jul 22, 2019
Bell & Brown Wealth Advisors LLC 14,722 $5,359k Jun 30, 2019 Aug 6, 2019
The Central Trust Bank 14,646 $5,331k Jun 30, 2019 Jul 16, 2019
Convergence Investment Partners LLC 14,496 $5,277k Jun 30, 2019 Jul 23, 2019
AULL & Monroe Investment Management Corp 14,484 $5,273k Jun 30, 2019 Jul 29, 2019
Spectrum Management Group Inc 14,473 $5,268k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 14,473 $5,268k Jun 30, 2019 Aug 2, 2019
Steinberg Global Asset Management Ltd 13,627 $5,198k Mar 31, 2019 Apr 24, 2019
Keystone Financial Planning Inc 14,187 $5,164k Jun 30, 2019 Aug 5, 2019
RNC Capital Management LLC 13,997 $5,095k Jun 30, 2019 Jul 25, 2019
180 Wealth Advisors LLC 14,736 $4,926k Jun 30, 2019 Aug 5, 2019
Stralem & Company Incorporated 13,505 $4,916k Jun 30, 2019 Jul 16, 2019
Mendel Money Management Inc 13,147 $4,786k Jun 30, 2019 Aug 8, 2019
Clark Capital Management Group Inc 13,031 $4,743k Jun 30, 2019 Jul 12, 2019
West Branch Capital LLC 12,974 $4,723k Jun 30, 2019 Aug 5, 2019
Tufton Capital Management LLC 12,854 $4,679k Jun 30, 2019 Jul 26, 2019
Crescent Grove Advisors LLC 12,834 $4,672k Jun 30, 2019 Aug 6, 2019
Cohen Klingenstein LLC 12,700 $4,623k Jun 30, 2019 Jul 15, 2019
Cottage Street Advisors LLC 12,662 $4,609k Jun 30, 2019 Aug 2, 2019
Advisors Capital Management LLC 12,584 $4,581k Jun 30, 2019 Aug 15, 2019
Frontier Wealth Management LLC 12,477 $4,542k Jun 30, 2019 Aug 16, 2019
Edgestream Partners LP 12,393 $4,511k Jun 30, 2019 Aug 8, 2019
FFCM LLC 12,045 $4,385k Jun 30, 2019 Jul 30, 2019
RAAB & Moskowitz Asset Management LLC 11,859 $4,316k Jun 30, 2019 Aug 9, 2019
Allen Investment Management LLC 11,822 $4,303k Jun 30, 2019 Aug 12, 2019
BOYS Arnold & Company Inc 11,674 $4,249k Jun 30, 2019 Aug 1, 2019
USCA RIA LLC 11,563 $4,209k Jun 30, 2019 Aug 14, 2019
Waters Parkerson & Co LLC 11,465 $4,173k Jun 30, 2019 Aug 6, 2019
Navellier & Associates Inc 11,422 $4,158k Jun 30, 2019 Jul 17, 2019
Cadence Capital Management LLC 11,347 $4,130k Jun 30, 2019 Aug 12, 2019
ELCO Management Company LLC 11,344 $4,129k Jun 30, 2019 Aug 1, 2019
Birinyi Associates Inc 11,300 $4,113k Jun 30, 2019 Aug 5, 2019
Alexandria Capital LLC 11,216 $4,082k Jun 30, 2019 Aug 12, 2019
Spearhead Capital Advisors LLC 11,186 $4,072k Jun 30, 2019 Jul 17, 2019
Maryland Capital Management LLC 11,184 $4,071k Jun 30, 2019 Aug 13, 2019
Advanced Asset Management Advisors Inc 11,150 $4,059k Jun 30, 2019 Aug 2, 2019
Guardian Investment Management LLC 11,101 $4,041k Jun 30, 2019 Aug 16, 2019
Searle & Co 11,085 $4,035k Jun 30, 2019 Jul 17, 2019
Chartwell Investment Partners LLC 11,000 $4,004k Jun 30, 2019 Aug 19, 2019
Copeland Capital Management LLC 10,898 $3,967k Jun 30, 2019 Jul 19, 2019
Prospera Financial Services Inc 10,938 $3,966k Jun 30, 2019 Aug 14, 2019
Cetera Investment Advisers LLC 10,909 $3,966k Jun 30, 2019 Aug 12, 2019
Lejeune Puetz Investment Counsel 10,874 $3,958k Jun 30, 2019 Jul 29, 2019
Point72 Asset Management LP 10,800 $3,931k Jun 30, 2019 Aug 14, 2019
Richard Bernstein Advisors LLC 10,745 $3,911k Jun 30, 2019 Aug 9, 2019
Welch & Forbes LLC 10,097 $3,675k Jun 30, 2019 Jul 12, 2019
Interval Partners LP 10,000 $3,640k Call Jun 30, 2019 Aug 12, 2019
Folger Nolan Fleming Douglas Capital Management Inc 9,898 $3,603k Jun 30, 2019 Aug 9, 2019
Hamel Associates Inc 9,890 $3,600k Jun 30, 2019 Aug 5, 2019
Duncker Streett & Co LLC 9,641 $3,509k Jun 30, 2019 Jul 24, 2019
Monetary Management Group Inc 9,593 $3,492k Jun 30, 2019 Aug 13, 2019
Beacon Investment Advisory Services Inc 9,525 $3,467k Jun 30, 2019 Aug 7, 2019
Morgens Waterfall Vintiadis & Company Inc 9,500 $3,458k Jun 30, 2019 Aug 14, 2019
Sequoia Financial Advisors LLC 9,479 $3,450k Jun 30, 2019 Jul 31, 2019
NEXT Century Growth Investors LLC 9,424 $3,430k Jun 30, 2019 Aug 14, 2019
Aureus Asset Management LLC 9,401 $3,422k Jun 30, 2019 Aug 14, 2019
Keeler Thomas Management LLC 9,390 $3,418k Jun 30, 2019 Jul 31, 2019
The Mathes Company Inc 9,345 $3,402k Jun 30, 2019 Jul 29, 2019
Marietta Wealth Management LLC 9,306 $3,387k Jun 30, 2019 Aug 14, 2019
Ascension Asset Management LLC 9,265 $3,373k Jun 30, 2019 Jul 23, 2019
PRIO Wealth Limited Partnership 9,042 $3,291k Jun 30, 2019 Jul 18, 2019
Becker Capital Management Inc 9,024 $3,285k Jun 30, 2019 Aug 8, 2019
Carret Asset Management LLC 8,830 $3,214k Jun 30, 2019 Aug 12, 2019
First Heartland Consultants Inc 8,743 $3,183k Jun 30, 2019 Aug 12, 2019
Osborne Partners Capital Management LLC 8,680 $3,160k Jun 30, 2019 Jul 18, 2019
KARP Capital Management Corporation 8,456 $3,078k Jun 30, 2019 Aug 8, 2019
Intersect Capital LLC 8,296 $3,020k Jun 30, 2019 Aug 9, 2019
Ropes Wealth Advisors LLC 8,250 $3,003k Jun 30, 2019 Jul 31, 2019
Homrich & BERG Inc 8,193 $2,982k Jun 30, 2019 Aug 5, 2019
Fagan Associates Inc 8,178 $2,977k Jun 30, 2019 Jul 12, 2019
Abbot Financial Management Inc 8,079 $2,941k Jun 30, 2019 Aug 8, 2019
Savant Capital LLC 8,031 $2,923k Jun 30, 2019 Aug 6, 2019
Monetta Financial Services Inc 8,000 $2,912k Jun 30, 2019 Aug 9, 2019
Locust WOOD Capital Advisers LLC 8,000 $2,912k Call Jun 30, 2019 Jul 24, 2019
Strategic Global Advisors LLC 7,964 $2,899k Jun 30, 2019 Aug 13, 2019
Westover Capital Advisors LLC 7,917 $2,882k Jun 30, 2019 Aug 13, 2019
Bruderman Asset Management LLC 7,896 $2,874k Jun 30, 2019 Aug 12, 2019
Sanders Morris Harris LLC 8,075 $2,870k Jun 30, 2019 Jul 10, 2019
North Star Investment Management Corporation 7,818 $2,846k Jun 30, 2019 Jul 15, 2019
SVA Plumb Wealth Management LLC 7,739 $2,817k Jun 30, 2019 Aug 13, 2019
IHT Wealth Management LLC 7,602 $2,764k Jun 30, 2019 Aug 12, 2019
Aristotle Atlantic Partners LLC 7,500 $2,730k Jun 30, 2019 Aug 13, 2019
LBMC Investment Advisors LLC 7,399 $2,693k Jun 30, 2019 Jul 18, 2019
Family Legacy Inc 7,317 $2,663k Jun 30, 2019 Jul 25, 2019
ICON Advisers Inc 7,280 $2,650k Jun 30, 2019 Aug 2, 2019
Condor Capital Management 7,240 $2,636k Jun 30, 2019 Aug 5, 2019
Alpha Cubed Investments LLC 7,221 $2,629k Jun 30, 2019 Jul 19, 2019
KWMG LLC 7,169 $2,610k Jun 30, 2019 Jul 10, 2019
Strategic Financial Services Inc 7,160 $2,606k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 7,140 $2,599k Jun 30, 2019 Jul 19, 2019
Cleararc Capital Inc 7,101 $2,585k Jun 30, 2019 Aug 7, 2019
Goelzer Investment Management Inc 6,967 $2,536k Jun 30, 2019 Jul 29, 2019
Johanson Financial Advisors Inc 6,950 $2,536k Jun 30, 2019 Jul 29, 2019
NTV Asset Management LLC 6,774 $2,466k Jun 30, 2019 Jul 29, 2019
Rossmore Private Capital LLC 6,736 $2,452k Jun 30, 2019 Aug 5, 2019
Northrock Partners LLC 6,741 $2,451k Jun 30, 2019 Aug 12, 2019
HM Capital Management LLC 6,704 $2,440k Jun 30, 2019 Jul 24, 2019
Integre Asset Management LLC 6,699 $2,439k Jun 30, 2019 Aug 14, 2019
Tower VIEW Investment Management & Research LLC 6,694 $2,437k Jun 30, 2019 Jul 17, 2019
Moloney Securities Asset Management LLC 6,647 $2,420k Jun 30, 2019 Jul 29, 2019
Level Four Advisory Services LLC 6,573 $2,392k Jun 30, 2019 Aug 14, 2019
LLBH Private Wealth Management LLC 6,547 $2,383k Jun 30, 2019 Aug 13, 2019
Wealthplan Partners Inc 7,121 $2,370k Jun 30, 2019 Aug 19, 2019
Annex Advisory Services LLC 6,454 $2,350k Jun 30, 2019 Jul 18, 2019
Pacific Global Investment Management Co 6,380 $2,322k Jun 30, 2019 Aug 14, 2019
First Pacific Advisors LP 6,365 $2,317k Jun 30, 2019 Aug 14, 2019
The Rikoon Group LLC 6,341 $2,308k Jun 30, 2019 Aug 6, 2019
Grace Capital 6,289 $2,289k Jun 30, 2019 Aug 14, 2019
Wallington Asset Management LLC 6,231 $2,268k Jun 30, 2019 Aug 13, 2019
SFE Investment Counsel Inc 6,157 $2,241k Jun 30, 2019 Jul 26, 2019
Wilmington Trust Investment Management LLC 17,590 $2,238k Jun 30, 2014 Aug 13, 2014
HCR Wealth Advisors 6,131 $2,232k Jun 30, 2019 Jul 25, 2019
CWA Asset Management Group LLC 6,073 $2,211k Jun 30, 2019 Aug 13, 2019
Stanley-Laman Group Ltd 6,032 $2,196k Jun 30, 2019 Aug 1, 2019
Marathon Trading Investment Management LLC 5,996 $2,183k Jun 30, 2019 Aug 14, 2019
Butensky & Cohen Financial Security Inc 5,988 $2,180k Jun 30, 2019 Jul 12, 2019
Douglas Lane & Associates LLC 5,942 $2,163k Jun 30, 2019 Jul 8, 2019
Regent Investment Management LLC 5,933 $2,160k Jun 30, 2019 Jul 15, 2019
Wealth Enhancement Advisory Services LLC 6,292 $2,141k Jun 30, 2019 Aug 2, 2019
Cypress Wealth Services LLC 5,830 $2,122k Jun 30, 2019 Jul 24, 2019
American National Registered Investment Advisor Inc 5,805 $2,113k Jun 30, 2019 Aug 5, 2019
DAVY Asset Management Limited 5,787 $2,106k Jun 30, 2019 Jul 19, 2019
Prime Capital Investment Advisors LLC 5,779 $2,104k Jun 30, 2019 Aug 6, 2019
Dearborn Partners LLC 5,768 $2,100k Jun 30, 2019 Jul 29, 2019
BTC Capital Management Inc 5,713 $2,080k Jun 30, 2019 Jul 26, 2019
Prelude Capital Management LLC 5,700 $2,075k Call Jun 30, 2019 Aug 14, 2019
DUFF & Phelps Investment Management Co 5,690 $2,071k Jun 30, 2019 Aug 2, 2019
Dividend Assets Capital LLC 5,680 $2,068k Jun 30, 2019 Jul 12, 2019
Confluence Wealth Management LLC 5,668 $2,063k Jun 30, 2019 Aug 9, 2019
BRAY Capital Advisors LLC 5,655 $2,058k Jun 30, 2019 Jul 29, 2019
Stoneridge Investment Partners LLC 5,651 $2,057k Jun 30, 2019 Jul 29, 2019
Mirador Capital Partners LP 5,626 $2,048k Jun 30, 2019 Aug 6, 2019
Monte Financial Group LLC 5,468 $1,990k Jun 30, 2019 Aug 7, 2019
Connecticut Wealth Management LLC 5,456 $1,986k Jun 30, 2019 Jul 29, 2019
Wellington Shields Capital Management LLC 5,362 $1,952k Jun 30, 2019 Aug 8, 2019
Shoker Investment Counsel Inc 5,321 $1,937k Jun 30, 2019 Aug 9, 2019
Williams Jones & Associates LLC 5,314 $1,934k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 5,312 $1,934k Jun 30, 2019 Jul 10, 2019
Arlington Financial Advisors LLC 5,300 $1,929k Jun 30, 2019 Aug 5, 2019
Access Financial Services Inc 5,298 $1,928k Jun 30, 2019 Jul 24, 2019
Financial Engines Advisors LLC 5,197 $1,892k Jun 30, 2019 Aug 9, 2019
Front Barnett Associates LLC 5,180 $1,886k Jun 30, 2019 Aug 6, 2019
FORT LP 5,150 $1,875k Jun 30, 2019 Aug 13, 2019
Lucia Wealth Services LLC 5,093 $1,854k Jun 30, 2019 Jul 23, 2019
Bragg Financial Advisors Inc 5,028 $1,830k Jun 30, 2019 Aug 14, 2019
First Foundation Advisors 5,024 $1,829k Jun 30, 2019 Aug 14, 2019
Cribstone Capital Management LLC 5,020 $1,827k Jun 30, 2019 Jul 22, 2019
1919 Investment Counsel LLC 14,324 $1,825k Sep 30, 2014 Nov 14, 2014
LMR Partners LLC 4,978 $1,812k Jun 30, 2019 Aug 14, 2019
Telemus Capital LLC 5,442 $1,802k Jun 30, 2019 Aug 9, 2019
DB Root & Company LLC 4,919 $1,790k Jun 30, 2019 Jul 19, 2019
BECK MACK & Oliver LLC 4,903 $1,785k Jun 30, 2019 Aug 13, 2019
Torray LLC 4,880 $1,776k Jun 30, 2019 Aug 8, 2019
Clear Harbor Asset Management LLC 4,856 $1,768k Jun 30, 2019 Jul 22, 2019
Quadrant Capital Management LLC 4,851 $1,766k Jun 30, 2019 Aug 8, 2019
Bowling Portfolio Management LLC 4,805 $1,749k Jun 30, 2019 Jul 25, 2019
Malaga COVE Capital LLC 4,780 $1,740k Jun 30, 2019 Aug 14, 2019
Bristlecone Advisors LLC 4,764 $1,734k Jun 30, 2019 Jul 19, 2019
Sonata Capital Group Inc 4,755 $1,731k Jun 30, 2019 Aug 5, 2019
Granite Financial Partners LLC 4,721 $1,718k Jun 30, 2019 Aug 7, 2019
Granite Investment Partners LLC 4,721 $1,718k Jun 30, 2019 Aug 7, 2019
Cahill Financial Advisors Inc 4,629 $1,685k Jun 30, 2019 Aug 14, 2019
BEL AIR Investment Advisors LLC 14,138 $1,661k Sep 30, 2013 Nov 12, 2013
Stokes & Hubbell Capital Management LLC 4,347 $1,658k Mar 31, 2019 Apr 24, 2019
Birch Hill Investment Advisors LLC 4,537 $1,652k Jun 30, 2019 Jul 22, 2019
Calton & Associates Inc 4,525 $1,647k Jun 30, 2019 Jul 9, 2019
SOL Capital Management Co 4,524 $1,647k Jun 30, 2019 Jul 17, 2019
Altman Advisors Inc 4,517 $1,644k Jun 30, 2019 Jul 12, 2019
S R Schill & Associates Inc 4,436 $1,615k Jun 30, 2019 Aug 19, 2019
Krueger & Catalano Capital Partners LLC 4,424 $1,610k Jun 30, 2019 Jul 22, 2019
Mission Wealth Management LP 4,375 $1,592k Jun 30, 2019 Aug 9, 2019
Marble Harbor Investment Counsel LLC 4,350 $1,583k Jun 30, 2019 Aug 7, 2019
Wealthtrust Axiom LLC 4,349 $1,582k Jun 30, 2019 Aug 7, 2019
PURE Financial Advisors Inc 4,340 $1,580k Jun 30, 2019 Jul 11, 2019
Clearstead Advisors LLC 4,318 $1,572k Jun 30, 2019 Aug 8, 2019
Crestwood Advisors Group LLC 4,266 $1,553k Jun 30, 2019 Aug 14, 2019
Oliver Luxxe Assets LLC 4,423 $1,553k Jun 30, 2019 Jul 10, 2019
Blue FIN Capital Inc 4,262 $1,551k Jun 30, 2019 Jul 22, 2019
Choate Investment Advisors LLC 4,199 $1,528k Jun 30, 2019 Aug 14, 2019
Mairs and Power Inc 4,160 $1,514k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 4,140 $1,507k Jun 30, 2019 Aug 2, 2019
Appleton Partners Inc 4,110 $1,496k Jun 30, 2019 Jul 25, 2019
KLCM Advisors Inc 4,106 $1,495k Jun 30, 2019 Aug 15, 2019
Symphony Asset Management LLC 4,107 $1,495k Jun 30, 2019 Aug 14, 2019
Legacy Financial Advisors Corporation 4,093 $1,490k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 4,093 $1,490k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 4,093 $1,490k Jun 30, 2019 Jul 15, 2019
Joel Isaacson & Co LLC 4,058 $1,477k Jun 30, 2019 Jul 11, 2019
Tiedemann Advisors LLC 4,013 $1,460k Jun 30, 2019 Aug 13, 2019
The WEIL Company 3,971 $1,445k Jun 30, 2019 Aug 12, 2019
Stony Point Wealth Management Inc 3,899 $1,441k Jun 30, 2019 Jul 23, 2019
Marietta Investment Partners LLC 3,900 $1,420k Jun 30, 2019 Aug 13, 2019
BTR Capital Management Inc 3,892 $1,417k Jun 30, 2019 Jul 18, 2019
Provise Management Group LLC 3,843 $1,399k Jun 30, 2019 Aug 9, 2019
GM Advisory Group Inc 3,839 $1,397k Jun 30, 2019 Aug 9, 2019
Dumont & Blake Investment Advisors LLC 3,826 $1,393k Jun 30, 2019 Aug 1, 2019
New England Research & Management Inc 3,755 $1,367k Jun 30, 2019 Jul 9, 2019
Cavalier Investments LLC 3,750 $1,365k Jun 30, 2019 Jul 31, 2019
BKD Wealth Advisors LLC 3,749 $1,365k Jun 30, 2019 Jul 10, 2019
Personal Capital Advisors Corporation 3,733 $1,359k Jun 30, 2019 Aug 14, 2019
West Coast Financial LLC 3,726 $1,356k Jun 30, 2019 Jul 16, 2019
Wellington Shields & Co LLC 3,681 $1,340k Jun 30, 2019 Aug 8, 2019
SFMG LLC 3,877 $1,338k Jun 30, 2019 Aug 5, 2019
Planning Directions Inc 3,628 $1,320k Jun 30, 2019 Jul 15, 2019
Northstar Wealth Partners LLC 3,567 $1,299k Jun 30, 2019 Aug 15, 2019
Shufro ROSE & Co LLC 3,565 $1,298k Jun 30, 2019 Jul 24, 2019
van Hulzen Asset Management LLC 3,535 $1,287k Jun 30, 2019 Aug 8, 2019
Shepherd Financial Partners LLC 3,511 $1,278k Jun 30, 2019 Aug 5, 2019
Chickasaw Capital Management LLC 3,490 $1,270k Jun 30, 2019 Jul 15, 2019
Diligent Investors LLC 3,454 $1,257k Jun 30, 2019 Aug 1, 2019
Traynor Capital Management Inc 3,497 $1,246k Jun 30, 2019 Jul 26, 2019
Meristem Family Wealth LLC 3,420 $1,245k Jun 30, 2019 Aug 6, 2019
Madison Investment Holdings Inc 3,395 $1,236k Jun 30, 2019 Aug 13, 2019
Sunbelt Securities Inc 3,394 $1,235k Jun 30, 2019 Aug 1, 2019
Evergreen Capital Management LLC 3,387 $1,233k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 3,385 $1,232k Jun 30, 2019 Jul 31, 2019
Brave Asset Management Inc 3,331 $1,213k Jun 30, 2019 Aug 5, 2019
Lincoln Capital LLC 3,304 $1,203k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 3,304 $1,203k Jun 30, 2019 Jul 12, 2019
United Asset Strategies Inc 3,287 $1,196k Jun 30, 2019 Jul 31, 2019
Woodstock Corporation 3,274 $1,192k Jun 30, 2019 Jul 3, 2019
Heritage Investment Group Inc 3,265 $1,188k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 3,265 $1,188k Jun 30, 2019 Aug 13, 2019
IMS Capital Management Inc 3,254 $1,185k Jun 30, 2019 Aug 14, 2019
Chelsea Counsel Company 3,510 $1,178k Jun 30, 2018 Oct 3, 2018
The Caprock Group Inc 3,231 $1,176k Jun 30, 2019 Jul 23, 2019
Jaffetilchin Investment Partners LLC 3,226 $1,174k Jun 30, 2019 Aug 13, 2019
Biegel & Waller LLC 3,210 $1,168k Jun 30, 2019 Jul 23, 2019
Vista Investment Management LLC 3,187 $1,160k Jun 30, 2019 Aug 14, 2019
Triangle Securities Wealth Management 3,298 $1,158k Jun 30, 2019 Jul 10, 2019
Alpine Woods Capital Investors LLC 3,141 $1,143k Jun 30, 2019 Aug 5, 2019
JAG Capital Management LLC 3,127 $1,138k Jun 30, 2019 Jul 22, 2019
Strategy Asset Managers LLC 3,127 $1,138k Jun 30, 2019 Aug 14, 2019
Neuberger Berman Breton Hill ULC 4,452 $1,132k Sep 30, 2017 Nov 3, 2017
Cambria Investment Management LP 3,106 $1,131k Jun 30, 2019 Aug 12, 2019
HIGH Falls Advisors Inc 3,081 $1,121k Jun 30, 2019 Aug 15, 2019
Private Advisors LLC 3,075 $1,119k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 3,075 $1,119k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 3,075 $1,119k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 3,075 $1,119k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 3,075 $1,119k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 3,075 $1,119k Jun 30, 2019 Jul 30, 2019
Brown Advisory Securities LLC 3,062 $1,116k Jun 30, 2019 Aug 12, 2019
Baldwin Investment Management LLC 3,050 $1,110k Jun 30, 2019 Aug 6, 2019
Evanson Asset Management LLC 3,033 $1,104k Jun 30, 2019 Jul 11, 2019
Stearns Financial Services Group Inc 3,016 $1,098k Jun 30, 2019 Aug 14, 2019
Dedora Capital Inc 2,995 $1,090k Jun 30, 2019 Aug 8, 2019
Sawgrass Asset Management LLC 2,990 $1,088k Jun 30, 2019 Jul 23, 2019
Mitchell Capital Management Co 2,958 $1,077k Jun 30, 2019 Jul 24, 2019
Claraphi Advisory Network LLC 2,943 $1,071k Jun 30, 2019 Jul 29, 2019
AFT Forsyth and Company Inc 2,928 $1,066k Jun 30, 2019 Jul 29, 2019
Spears Abacus Advisors LLC 2,925 $1,065k Jun 30, 2019 Aug 9, 2019
Altium Wealth Management LLC 2,918 $1,062k Jun 30, 2019 Jul 18, 2019
The Rock Creek Group LP 2,909 $1,059k Jun 30, 2019 Aug 14, 2019
PFG Advisors LLC 3,056 $1,054k Jun 30, 2019 Aug 5, 2019
Strategic Advisors LLC 2,893 $1,052k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 2,893 $1,052k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 2,893 $1,052k Jun 30, 2019 Jul 22, 2019
The Family FIRM Inc 2,889 $1,052k Jun 30, 2019 Aug 6, 2019
Valmark Advisers Inc 2,883 $1,049k Jun 30, 2019 Aug 7, 2019
Apriem Advisors 2,845 $1,036k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 2,809 $1,023k Jun 30, 2019 Jul 23, 2019
Guardian Capital Advisors LP 2,885 $1,022k Jun 30, 2019 Aug 14, 2019
Newport Wealth Strategies Inc 2,751 $1,016k Jun 30, 2019 Jul 22, 2019
Modera Wealth Management LLC 2,772 $1,009k Jun 30, 2019 Aug 7, 2019
Tiemann Investment Advisors LLC 2,745 $999k Jun 30, 2019 Aug 13, 2019
Zevenbergen Capital Investments LLC 2,736 $996k Jun 30, 2019 Aug 13, 2019
Bernicke Wealth Management Ltd 2,706 $985k Jun 30, 2019 Aug 5, 2019
White Pine Capital LLC 2,705 $985k Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 2,698 $982k Jun 30, 2019 Jul 26, 2019
Sandhill Capital Partners LLC 2,666 $971k Jun 30, 2019 Aug 13, 2019
Nikulski Financial Inc 2,615 $966k Jun 30, 2019 Jul 22, 2019
Curbstone Financial Management Corporation 2,650 $965k Jun 30, 2019 Jul 9, 2019
Marco Investment Management LLC 2,621 $954k Jun 30, 2019 Aug 6, 2019
Cornerstone Advisory LLC 2,612 $951k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 2,605 $942k Jun 30, 2019 Jul 17, 2019
Insight 2811 Inc 2,657 $942k Jun 30, 2019 Jul 9, 2019
Janney Capital Management LLC 2,565 $934k Jun 30, 2019 Jul 29, 2019
FORT Point Capital Partners LLC 2,564 $933k Jun 30, 2019 Aug 9, 2019
Spinnaker Investment Group LLC 2,565 $933k Jun 30, 2019 Jul 11, 2019
New England Private Wealth Advisors LLC 2,543 $926k Jun 30, 2019 Aug 8, 2019
Brookstone Capital Management LLC 2,513 $915k Jun 30, 2019 Jul 25, 2019
COHO Partners Ltd 2,513 $915k Jun 30, 2019 Aug 8, 2019
The Roosevelt Investment Group Inc 2,474 $901k Jun 30, 2019 Aug 8, 2019
ORCA Investment Management LLC 2,460 $895k Jun 30, 2019 Jul 17, 2019
Mitchell Mcleod PUGH & Williams Inc 2,436 $887k Jun 30, 2019 Jul 9, 2019
B Riley Wealth Management Inc 2,395 $872k Jun 30, 2019 Aug 14, 2019
Hedeker Wealth LLC 2,395 $871k Jun 30, 2019 Jul 26, 2019
Sheets Smith Wealth Management 2,359 $859k Jun 30, 2019 Jul 12, 2019
Capital Counsel LLC 2,334 $850k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 2,334 $850k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 2,328 $847k Jun 30, 2019 Jul 26, 2019
Oak Asset Management LLC 2,269 $847k Jun 30, 2019 Jul 25, 2019
Cambridge Advisors Inc 2,328 $847k Jun 30, 2019 Jul 26, 2019
Castle Rock Wealth Management LLC 2,332 $847k Jun 30, 2019 Aug 8, 2019
Wellesley Investment Partners LLC 2,314 $842k Jun 30, 2019 Aug 5, 2019
Berkeley Capital Partners LLC 2,304 $839k Jun 30, 2019 Aug 8, 2019
Mcnamara Financial Services Inc 2,135 $814k Jun 30, 2019 Jul 12, 2019
Midwest Professional Planners Ltd 2,237 $814k Jun 30, 2019 Aug 12, 2019
Emerald Investment Partners LLC 2,213 $805k Jun 30, 2019 Aug 12, 2019
Good Life Advisors LLC 2,200 $801k Jun 30, 2019 Aug 6, 2019
American Asset Management Inc 2,193 $798k Jun 30, 2019 Jul 31, 2019
Quadrant Private Wealth Management LLC 2,165 $788k Jun 30, 2019 Aug 13, 2019
West Oak Capital LLC 2,149 $782k Jun 30, 2019 Jul 12, 2019
Westbourne Investment Advisors Inc 2,135 $777k Jun 30, 2019 Jul 22, 2019
Cheviot Value Management LLC 2,128 $775k Jun 30, 2019 Aug 14, 2019
Stewart & Patten Co LLC 2,125 $774k Jun 30, 2019 Jul 17, 2019
West Chester Capital Advisors Inc 2,123 $773k Jun 30, 2019 Jul 30, 2019
Stillwater Investment Management LLC 2,120 $772k Jun 30, 2019 Jul 3, 2019
Secrest Blakey & Associates LLC 2,112 $769k Jun 30, 2019 Aug 13, 2019
Gradient Capital Advisors LLC 2,103 $766k Jun 30, 2019 Jul 16, 2019
RB Capital Management LLC 2,087 $760k Jun 30, 2019 Aug 7, 2019
American Financial Network Advisory Services LLC 2,086 $759k Jun 30, 2019 Aug 9, 2019
Pinnacle Family Advisors LLC 2,070 $753k Jun 30, 2019 Aug 14, 2019
Nicholas Hoffman & Company LLC 2,061 $750k Jun 30, 2019 Aug 12, 2019
Lourd Capital LLC 2,057 $749k Jun 30, 2019 Jul 11, 2019
Aldebaran Financial Inc 2,048 $745k Jun 30, 2019 Aug 14, 2019
Obermeyer WOOD Investment Counsel LLLP 2,038 $742k Jun 30, 2019 Aug 13, 2019
The RICE Partnership LLC 2,021 $736k Jun 30, 2019 Jul 25, 2019
S & Co Inc 2,020 $735k Jun 30, 2019 Jul 23, 2019
Ifrah Financial Services Inc 2,011 $732k Jun 30, 2019 Aug 6, 2019
Acropolis Investment Management LLC 2,011 $732k Jun 30, 2019 Jul 11, 2019
Vision Capital Management Corporation 1,991 $725k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 1,991 $725k Jun 30, 2019 Jul 29, 2019
Gables Capital Management Inc 1,985 $723k Jun 30, 2019 Jul 31, 2019
Huntington Steele LLC 2,141 $702k Mar 31, 2018 Apr 18, 2018
Grandfield & DODD LLC 1,928 $702k Jun 30, 2019 Jul 29, 2019
Private Vista LLC 1,933 $702k Jun 30, 2019 Jul 19, 2019
Lakeview Capital Partners LLC 1,891 $688k Jun 30, 2019 Aug 5, 2019
Meridian Investment Counsel Inc 1,873 $682k Jun 30, 2019 Aug 13, 2019
Baker Ellis Asset Management LLC 1,850 $673k Jun 30, 2019 Aug 12, 2019
Lyons Wealth Management LLC 1,838 $669k Jun 30, 2019 Aug 13, 2019
LEE Danner & BASS Inc 1,834 $668k Jun 30, 2019 Jul 30, 2019
Schulhoff & Co Inc 1,830 $666k Jun 30, 2019 Aug 7, 2019
Eubel Brady & Suttman Asset Management Inc 1,825 $664k Jun 30, 2019 Aug 12, 2019
SAND Hill Global Advisors LLC 1,794 $653k Jun 30, 2019 Aug 13, 2019
Eagle Ridge Investment Management LLC 1,757 $640k Jun 30, 2019 Aug 1, 2019
RFG Advisory LLC 1,739 $630k Jun 30, 2019 Aug 23, 2019
Alesco Advisors LLC 1,732 $630k Jun 30, 2019 Aug 14, 2019
Lexaurum Advisors LLC 1,727 $629k Jun 30, 2019 Jul 19, 2019
SWS Partners LLC 1,738 $628k Jun 30, 2019 Aug 13, 2019
Deroy & Devereaux Private Investment Counsel Inc 1,700 $619k Jun 30, 2019 Jul 22, 2019
Isthmus Partners LLC 1,683 $613k Jun 30, 2019 Aug 9, 2019
Private Wealth Advisors LLC 1,666 $607k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 1,666 $607k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 1,666 $607k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 1,666 $607k Jun 30, 2019 Aug 7, 2019
South Texas Money Management Ltd 1,665 $606k Jun 30, 2019 Jul 2, 2019
Bigsur Wealth Management LLC 1,695 $604k Jun 30, 2019 Jul 5, 2019
BECK Capital Management LLC 1,650 $601k Jun 30, 2019 Aug 14, 2019
Signature Estate & Investment Advisors LLC 1,636 $596k Jun 30, 2019 Aug 1, 2019
South Street Advisors LLC 1,637 $596k Jun 30, 2019 Jul 22, 2019
North Star Asset Management Inc 1,620 $590k Jun 30, 2019 Aug 12, 2019
Mountain Capital Investment Advisors Inc 1,768 $589k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 1,607 $585k Jun 30, 2019 Aug 13, 2019
Harbor Advisory Corporation 1,605 $584k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 1,605 $584k Jun 30, 2019 Jul 30, 2019
Summit X 890 $583k Jun 30, 2019 Aug 13, 2019
Mengis Capital Management Inc 1,594 $580k Jun 30, 2019 Jul 18, 2019
Lehman Financial Resources Inc 1,555 $578k Sep 30, 2018 Nov 14, 2018
Boston Research and Management Inc 1,571 $571k Jun 30, 2019 Aug 7, 2019
CAMG Solamere Management LLC 1,558 $568k Jun 30, 2019 Aug 13, 2019
Northwest Investment Counselors LLC 1,538 $560k Jun 30, 2019 Jul 25, 2019
Altfest L J & Co Inc 1,529 $557k Jun 30, 2019 Jul 15, 2019
Bourne LENT Asset Management Inc 1,528 $556k Jun 30, 2019 Jul 29, 2019
Cardan Capital Partners LLC 1,496 $545k Jun 30, 2019 Jul 16, 2019
Tokio Marine Asset Management USA Ltd 1,494 $544k Jun 30, 2019 Jul 25, 2019
Donald L Hagan LLC 1,488 $542k Jun 30, 2019 Jul 18, 2019
YHB Investment Advisors Inc 1,475 $537k Jun 30, 2019 Jul 15, 2019
Independence Advisors LLC 1,460 $531k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 1,460 $531k Jun 30, 2019 Aug 12, 2019
Chilton Capital Management LLC 1,450 $528k Jun 30, 2019 Aug 13, 2019
Wiley Bros-Aintree Capital LLC 1,451 $528k Jun 30, 2019 Jul 10, 2019
Acorn Wealth Advisors LLC 1,572 $526k Jun 30, 2019 Aug 14, 2019
Court Place Advisors LLC 1,445 $526k Jun 30, 2019 Jul 30, 2019
ALL Terrain Financial Advisors LLC 1,425 $519k Jun 30, 2019 Aug 14, 2019
Harwood Advisory Group LLC 1,424 $518k Jun 30, 2019 Aug 7, 2019
Baltimore-Washington Financial Advisors Inc 1,423 $518k Jun 30, 2019 Jul 25, 2019
Elite Wealth Management Inc 1,411 $514k Jun 30, 2019 Jul 18, 2019
FORD Financial Group Inc 1,374 $500k Jun 30, 2019 Jul 25, 2019
Portland Global Advisors LLC 1,367 $498k Jun 30, 2019 Jul 26, 2019
Bouchey Financial Group Ltd 1,354 $493k Jun 30, 2019 Jul 11, 2019
Cadinha & Co LLC 1,350 $491k Jun 30, 2019 Aug 9, 2019
Ballast Inc 1,348 $490k Jun 30, 2019 Jul 26, 2019
Clear Perspective Advisors LLC 1,302 $474k Jun 30, 2019 Aug 12, 2019
Exchange Capital Management Inc 1,277 $465k Jun 30, 2019 Jul 22, 2019
Affiance Financial LLC 1,278 $465k Jun 30, 2019 Jul 11, 2019
LESA Sroufe & Company Inc 1,262 $459k Jun 30, 2019 Jul 29, 2019
Aspiriant LLC 1,261 $459k Jun 30, 2019 Aug 6, 2019
Sippican Capital Advisors LLC 1,259 $458k Jun 30, 2019 Jul 17, 2019
Pagnatokarp Partners LLC 1,253 $456k Jun 30, 2019 Aug 8, 2019
Wedgewood Partners Inc 1,250 $455k Jun 30, 2019 Aug 14, 2019
DSC Advisors LP 1,240 $451k Jun 30, 2019 Aug 14, 2019
Round Table Services LLC 1,218 $443k Jun 30, 2019 Jul 17, 2019
Oxbow Advisors LLC 1,211 $441k Jun 30, 2019 Aug 7, 2019
RDL Financial Inc 1,202 $438k Jun 30, 2019 Jul 17, 2019
DAY & Ennis LLC 1,193 $434k Jun 30, 2019 Aug 2, 2019
Teza Capital Management LLC 1,183 $431k Jun 30, 2019 Aug 8, 2019
Successful Portfolios LLC 1,174 $427k Jun 30, 2019 Jul 11, 2019
Northwest Wealth Management LLC 1,168 $425k Jun 30, 2019 Jul 23, 2019
GSB Wealth Management LLC 1,158 $422k Jun 30, 2019 Aug 9, 2019
Nelson Roberts Investment Advisors LLC 1,155 $420k Jun 30, 2019 Jul 25, 2019
Uncommon Cents Investing LLC 1,155 $420k Jun 30, 2019 Jul 12, 2019
Lifeplan Financial Group Inc 1,142 $416k Jun 30, 2019 Jul 15, 2019
Penobscot Investment Management Company Inc 1,123 $409k Jun 30, 2019 Aug 2, 2019
Loudon Investment Management LLC 1,120 $408k Jun 30, 2019 Aug 13, 2019
Nikko Asset Management Americas Inc 1,109 $404k Jun 30, 2019 Jul 29, 2019
Oak Ridge Investments LLC 1,105 $402k Jun 30, 2019 Aug 14, 2019
Telemetry Investments LLC 1,100 $400k Jun 30, 2019 Aug 14, 2019
Hunter Associates Investment Management LLC 1,094 $398k Jun 30, 2019 Aug 8, 2019
Fulcrum Capital LLC 1,090 $397k Jun 30, 2019 Jul 29, 2019
Cohen Capital Management Inc 1,080 $393k Jun 30, 2019 Aug 7, 2019
Cornerstone Investment Partners LLC 1,080 $393k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 1,080 $393k Jun 30, 2019 Jul 19, 2019
Chesley TAFT & Associates LLC 1,067 $388k Jun 30, 2019 Jul 10, 2019
Patton Albertson Miller Group LLC 1,140 $385k Jun 30, 2019 Aug 12, 2019
The Financial Consulate Inc 1,050 $382k Jun 30, 2019 Jul 24, 2019
Northstar Company LLC 1,048 $381k Jun 30, 2019 Jul 12, 2019
Global Financial Private Capital LLC 1,046 $381k Jun 30, 2019 Aug 14, 2019
The Northstar Group Inc 1,048 $381k Jun 30, 2019 Jul 12, 2019
Total Management Group Inc 1,138 $378k Jun 30, 2019 Aug 7, 2019
Total Investment Management Inc 1,138 $378k Jun 30, 2019 Aug 7, 2019
Pratt Collard Advisory Partners LLC 1,030 $375k Jun 30, 2019 Jul 16, 2019
Financial Sense Advisors Inc 1,027 $374k Jun 30, 2019 Aug 2, 2019
ELM Advisors LLC 1,028 $374k Jun 30, 2019 Jul 3, 2019
The Investment House LLC 1,020 $371k Jun 30, 2019 Aug 5, 2019
Karpas Strategies LLC 1,018 $371k Jun 30, 2019 Jul 25, 2019
Congress Park Capital LLC 1,066 $368k Jun 30, 2019 Aug 2, 2019
Leonard Rickey Investment Advisors PLLC 1,008 $367k Jun 30, 2019 Jul 10, 2019
Torch Wealth Management LLC 1,004 $366k Jun 30, 2019 Aug 2, 2019
Allied Investment Advisors LLC 988 $360k Jun 30, 2019 Jul 17, 2019
Dodge & COX 974 $355k Jun 30, 2019 Aug 13, 2019
REDW Stanley Financial Advisors LLC 975 $355k Jun 30, 2019 Aug 9, 2019
Breiter Capital Management Inc 969 $353k Jun 30, 2019 Aug 23, 2019
Probity Advisors Inc 962 $350k Jun 30, 2019 Aug 8, 2019
Winslow Asset Management Inc 947 $345k Jun 30, 2019 Jul 29, 2019
Hall Capital Management Company Inc 935 $340k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 933 $340k Jun 30, 2019 Aug 2, 2019
Hamilton Point Investment Advisors LLC 909 $331k Jun 30, 2019 Jul 18, 2019
Burleson & Company LLC 976 $326k Jun 30, 2019 Aug 5, 2019
Campbell Newman Asset Management Inc 890 $324k Jun 30, 2019 Jul 24, 2019
MARK Sheptoff Financial Planning LLC 888 $323k Jun 30, 2019 Aug 12, 2019
Windsor Capital Management LLC 876 $319k Jun 30, 2019 Aug 2, 2019
Drexel Morgan & Co 875 $319k Jun 30, 2019 Aug 8, 2019
Gilbert & COOK Inc 872 $317k Jun 30, 2019 Aug 5, 2019
Blue CHIP Wealth Management Inc 848 $309k Jun 30, 2019 Aug 13, 2019
First Western Capital Management Company 845 $308k Jun 30, 2019 Aug 14, 2019
Mcadam LLC 843 $307k Jun 30, 2019 Jul 30, 2019
Vishria BIRD Financial Group LLC 835 $304k Jun 30, 2019 Jul 15, 2019
Morningstar Investment Services LLC 830 $302k Jun 30, 2019 Aug 13, 2019
Dimension Capital Management LLC 815 $297k Jun 30, 2019 Aug 12, 2019
Kavar Capital Partners LLC 805 $293k Jun 30, 2019 Aug 1, 2019
RKL Wealth Management LLC 804 $292k Jun 30, 2019 Aug 2, 2019
Foundations Investment Advisors LLC 811 $287k Jun 30, 2019 Jul 8, 2019
STA Wealth Management LLC 786 $286k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 2,159 $284k Sep 30, 2016 Nov 4, 2016
Nottingham Advisors Inc 771 $281k Jun 30, 2019 Jul 17, 2019
Stordahl Capital Management Inc 759 $275k Jun 30, 2019 Jul 22, 2019
Copperwynd Financial LLC 756 $275k Jun 30, 2019 Aug 7, 2019
HGI Capital Management LLC 750 $273k Jun 30, 2019 Jul 26, 2019
Peterson Wealth Advisors LLC 744 $271k Jun 30, 2019 Jul 15, 2019
Boston Family Office LLC 740 $269k Jun 30, 2019 Jul 30, 2019
Anchor Capital Advisors LLC 734 $267k Jun 30, 2019 Aug 1, 2019
Neumann Capital Management LLC 730 $266k Jun 30, 2019 Jul 25, 2019
The O'Dell Group LLC 729 $265k Jun 30, 2019 Jul 24, 2019
Benin Management Corp 721 $263k Jun 30, 2019 Jul 31, 2019
Oarsman Capital Inc 715 $260k Jun 30, 2019 Aug 13, 2019
ZWJ Investment Counsel Inc 707 $257k Jun 30, 2019 Jul 24, 2019
American Research & Management Company 700 $255k Jun 30, 2019 Jul 18, 2019
Harvey Investment Company LLC 700 $255k Jun 30, 2019 Jul 16, 2019
Fernwood Investment Management LLC 689 $251k Jun 30, 2019 Aug 1, 2019
Highland Private Wealth Management 687 $250k Jun 30, 2019 Aug 13, 2019
SRB Corporation 688 $250k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 677 $248k Jun 30, 2019 Aug 2, 2019
Summit Asset Management LLC 673 $245k Jun 30, 2019 Aug 7, 2019
Huber Financial Advisors LLC 671 $244k Jun 30, 2019 Aug 5, 2019
The Retirement Planning Group Inc 665 $242k Jun 30, 2019 Jul 25, 2019
Family Management Corporation 664 $242k Jun 30, 2019 Aug 14, 2019
Telos Capital Management Inc 658 $240k Jun 30, 2019 Jul 19, 2019
Terra NOVA Asset Management LLC 735 $237k Dec 31, 2018 Feb 15, 2019
Ipswich Investment Management Company Inc 635 $231k Jun 30, 2019 Jul 11, 2019
Omnistar Financial Group Inc 633 $231k Jun 30, 2019 Jul 30, 2019
CWH Capital Management Inc 630 $229k Jun 30, 2019 Aug 14, 2019
Cfo4Life Group LLC 627 $228k Jun 30, 2019 Jul 29, 2019
Gillespie Robinson & Grimm Inc 620 $226k Jun 30, 2019 Jul 22, 2019
Golub Group LLC 619 $225k Jun 30, 2019 Aug 13, 2019
Eagle Global Advisors LLC 607 $221k Jun 30, 2019 Aug 13, 2019
Youngs Advisory Group Inc 605 $220k Jun 30, 2019 Jul 16, 2019
American Investment Services Inc 605 $220k Jun 30, 2019 Aug 6, 2019
Altavista Wealth Management Inc 601 $219k Jun 30, 2019 Aug 13, 2019
First National Corporation 595 $217k Jun 30, 2019 Jul 22, 2019
Kingfisher Capital LLC 588 $214k Jun 30, 2019 Aug 14, 2019
Carlson Capital Management LLC 579 $211k Jun 30, 2019 Jul 15, 2019
Riverpoint Wealth Management Holdings LLC 578 $211k Jun 30, 2019 Aug 12, 2019
Keeley-Teton Advisors LLC 576 $210k Jun 30, 2019 Aug 12, 2019
American Money Management LLC 571 $208k Jun 30, 2019 Aug 12, 2019
Weiss Asset Management LP 570 $207k Jun 30, 2019 Aug 14, 2019
Benedict Financial Advisors Inc 565 $206k Jun 30, 2019 Aug 1, 2019
Partnervest Advisory Services LLC 554 $202k Jun 30, 2019 Aug 7, 2019
Biltmore Wealth Management LLC 555 $202k Jun 30, 2019 Jul 23, 2019
Cornercap Investment Counsel Inc 535 $195k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 455 $166k Jun 30, 2019 Jul 29, 2019
Arbor Wealth Management LLC 438 $160k Jun 30, 2019 Jul 16, 2019
Palladium Partners LLC 430 $157k Jun 30, 2019 Aug 7, 2019
Litman Gregory Asset Management LLC 400 $146k Jun 30, 2019 Jul 31, 2019
Tortoise Investment Management LLC 365 $133k Jun 30, 2019 Aug 7, 2019
Asset Planning Services Ltd 330 $120k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 330 $120k Jun 30, 2019 Jul 17, 2019
Winch Advisory Services LLC 319 $116k Jun 30, 2019 Aug 7, 2019
Autus Asset Management LLC 313 $114k Jun 30, 2019 Jul 15, 2019
Larson Financial Group LLC 308 $112k Jun 30, 2019 Jul 16, 2019
Cranbrook Wealth Management LLC 306 $111k Jun 30, 2019 Aug 7, 2019
Accurate Investment Solutions Inc 285 $104k Jun 30, 2019 Jul 12, 2019
Mcmillion Capital Management Inc 285 $104k Jun 30, 2019 Jul 25, 2019
Whitnell & Co 275 $100k Jun 30, 2019 Jul 16, 2019
Jackson Grant Investment Advisers Inc 239 $87k Jun 30, 2019 Aug 13, 2019
Hollencrest Capital Management LLC 209 $76k Jun 30, 2019 Jul 18, 2019
Contravisory Investment Management Inc 183 $67k Jun 30, 2019 Jul 9, 2019
Alpha Windward LLC 192 $65k Jun 30, 2019 Jul 30, 2019
Concorde Asset Management LLC 169 $62k Jun 30, 2019 Aug 8, 2019
Hanseatic Management Services Inc 160 $58k Jun 30, 2019 Jul 19, 2019
Centerstar Asset Management LLC 4,700 $49k Put Jun 30, 2019 Aug 2, 2019
Ellevest Inc 131 $48k Jun 30, 2019 Aug 20, 2019
The Pacific Center FOR Financial Services 125 $46k Jun 30, 2019 Aug 15, 2019
Transamerica Financial Advisors Inc 108 $40k Jun 30, 2019 Aug 21, 2019
Avondale Wealth Management LLC 110 $40k Jun 30, 2019 Jul 26, 2019
Ironwood Wealth Management LLC 100 $36k Jun 30, 2019 Aug 14, 2019
Interactive Financial Advisors Inc 100 $36k Jun 30, 2019 Jul 17, 2019
Horan Securities Inc 76 $28k Jun 30, 2019 Jul 24, 2019
Hilton Capital Management LLC 63 $23k Jun 30, 2019 Aug 14, 2019
Summit Financial LLC 50 $18k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 50 $18k Jun 30, 2019 Jul 3, 2019
Permanens Capital LP 50 $18k Jun 30, 2019 Aug 9, 2019
ST Johns Investment Management Company LLC 50 $18k Jun 30, 2019 Jul 24, 2019
Kayne Anderson Rudnick Investment Management LLC 43 $16k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 45 $16k Jun 30, 2019 Aug 21, 2019
Wealthstreet Investment Advisors LLC 30 $11k Jun 30, 2019 Jul 16, 2019
RPG Investment Advisory LLC 25 $9k Jun 30, 2019 Jul 10, 2019
Kovack Advisors Inc 3 $7k Put Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 3 $7k Put Jun 30, 2019 Aug 14, 2019
Stevens First Principles Investment Advisors 11 $4k Jun 30, 2019 Jul 22, 2019
Cornerstone Wealth Management LLC 300 $1k Put Jun 30, 2019 Aug 2, 2019

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