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 Investment Management LLC | 41,663 | $15,166k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 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 Group Advisors LLC | 29,134 | $10,605k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment 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 Investment Partners LLC | 4,721 | $1,718k | Jun 30, 2019 | Aug 7, 2019 | |
Granite Financial 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 | |
Oliver Luxxe Assets LLC | 4,423 | $1,553k | Jun 30, 2019 | Jul 10, 2019 | |
Crestwood Advisors Group LLC | 4,266 | $1,553k | Jun 30, 2019 | Aug 14, 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 Advisors LLC | 4,093 | $1,490k | Jun 30, 2019 | Jul 15, 2019 | |
Legacy Financial Advisors Inc | 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 | |
BKD Wealth Advisors LLC | 3,749 | $1,365k | Jun 30, 2019 | Jul 10, 2019 | |
Cavalier Investments LLC | 3,750 | $1,365k | Jun 30, 2019 | Jul 31, 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 Corporation | 3,304 | $1,203k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 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 | |
Strategy Asset Managers LLC | 3,127 | $1,138k | Jun 30, 2019 | Aug 14, 2019 | |
JAG Capital Management LLC | 3,127 | $1,138k | Jun 30, 2019 | Jul 22, 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 | |
Trust & Investment Advisors Inc | 3,075 | $1,119k | Jun 30, 2019 | Jul 30, 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 | |
The Financial 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 | |
Trust 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 | |
The Family FIRM Inc | 2,889 | $1,052k | Jun 30, 2019 | Aug 6, 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 | |
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 | |
White Pine Capital LLC | 2,705 | $985k | Jun 30, 2019 | Aug 14, 2019 | |
Bernicke Wealth Management Ltd | 2,706 | $985k | Jun 30, 2019 | Aug 5, 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 | |
Insight 2811 Inc | 2,657 | $942k | Jun 30, 2019 | Jul 9, 2019 | |
Wealth Alliance Advisory Group LLC | 2,605 | $942k | Jun 30, 2019 | Jul 17, 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 | |
COHO Partners Ltd | 2,513 | $915k | Jun 30, 2019 | Aug 8, 2019 | |
Brookstone Capital Management LLC | 2,513 | $915k | Jun 30, 2019 | Jul 25, 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 Investment Counsel Inc | 2,334 | $850k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 2,334 | $850k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors Inc | 2,328 | $847k | Jun 30, 2019 | Jul 26, 2019 | |
Oak Asset Management LLC | 2,269 | $847k | Jun 30, 2019 | Jul 25, 2019 | |
Cambridge Advisors LLC | 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 | |
Midwest Professional Planners Ltd | 2,237 | $814k | Jun 30, 2019 | Aug 12, 2019 | |
Mcnamara Financial Services Inc | 2,135 | $814k | Jun 30, 2019 | Jul 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 | |
Acropolis Investment Management LLC | 2,011 | $732k | Jun 30, 2019 | Jul 11, 2019 | |
Ifrah Financial Services Inc | 2,011 | $732k | Jun 30, 2019 | Aug 6, 2019 | |
Vision Capital Management Inc | 1,991 | $725k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 1,991 | $725k | Jun 30, 2019 | Jul 29, 2019 | |
Gables Capital Management Inc | 1,985 | $723k | Jun 30, 2019 | Jul 31, 2019 | |
Private Vista LLC | 1,933 | $702k | Jun 30, 2019 | Jul 19, 2019 | |
Grandfield & DODD LLC | 1,928 | $702k | Jun 30, 2019 | Jul 29, 2019 | |
Huntington Steele LLC | 2,141 | $702k | Mar 31, 2018 | Apr 18, 2018 | |
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 | |
Alesco Advisors LLC | 1,732 | $630k | Jun 30, 2019 | Aug 14, 2019 | |
RFG Advisory LLC | 1,739 | $630k | Jun 30, 2019 | Aug 23, 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 Inc | 1,666 | $607k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 1,666 | $607k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 1,666 | $607k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 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 | |
Wiley Bros-Aintree Capital LLC | 1,451 | $528k | Jun 30, 2019 | Jul 10, 2019 | |
Chilton Capital Management LLC | 1,450 | $528k | Jun 30, 2019 | Aug 13, 2019 | |
Court Place Advisors LLC | 1,445 | $526k | Jun 30, 2019 | Jul 30, 2019 | |
Acorn Wealth Advisors LLC | 1,572 | $526k | Jun 30, 2019 | Aug 14, 2019 | |
ALL Terrain Financial Advisors LLC | 1,425 | $519k | Jun 30, 2019 | Aug 14, 2019 | |
Baltimore-Washington Financial Advisors Inc | 1,423 | $518k | Jun 30, 2019 | Jul 25, 2019 | |
Harwood Advisory Group LLC | 1,424 | $518k | Jun 30, 2019 | Aug 7, 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 | |
The Northstar Group Inc | 1,048 | $381k | Jun 30, 2019 | Jul 12, 2019 | |
Global Financial Private Capital LLC | 1,046 | $381k | Jun 30, 2019 | Aug 14, 2019 | |
Northstar Company LLC | 1,048 | $381k | Jun 30, 2019 | Jul 12, 2019 | |
Total Investment Management Inc | 1,138 | $378k | Jun 30, 2019 | Aug 7, 2019 | |
Total Management Group 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 | |
Karpas Strategies LLC | 1,018 | $371k | Jun 30, 2019 | Jul 25, 2019 | |
The Investment House LLC | 1,020 | $371k | Jun 30, 2019 | Aug 5, 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 | |
GHP Investment Advisors Inc | 933 | $340k | Jun 30, 2019 | Aug 2, 2019 | |
Hall Capital Management Company Inc | 935 | $340k | Jun 30, 2019 | Aug 14, 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 | |
Copperwynd Financial LLC | 756 | $275k | Jun 30, 2019 | Aug 7, 2019 | |
Stordahl Capital Management Inc | 759 | $275k | Jun 30, 2019 | Jul 22, 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 | |
Family Management Corporation | 664 | $242k | Jun 30, 2019 | Aug 14, 2019 | |
The Retirement Planning Group Inc | 665 | $242k | Jun 30, 2019 | Jul 25, 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 | |
American Investment Services Inc | 605 | $220k | Jun 30, 2019 | Aug 6, 2019 | |
Youngs Advisory Group Inc | 605 | $220k | Jun 30, 2019 | Jul 16, 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 | |
Riverpoint Wealth Management Holdings LLC | 578 | $211k | Jun 30, 2019 | Aug 12, 2019 | |
Carlson Capital Management LLC | 579 | $211k | Jun 30, 2019 | Jul 15, 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 Inc | 330 | $120k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 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 | |
Mcmillion Capital Management Inc | 285 | $104k | Jun 30, 2019 | Jul 25, 2019 | |
Accurate Investment Solutions Inc | 285 | $104k | Jun 30, 2019 | Jul 12, 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 | |
Interactive Financial Advisors Inc | 100 | $36k | Jun 30, 2019 | Jul 17, 2019 | |
Ironwood Wealth Management LLC | 100 | $36k | Jun 30, 2019 | Aug 14, 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 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 | |
Summit Financial LLC | 50 | $18k | Jun 30, 2019 | Jul 3, 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 |