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Bristol-Myers Squibb Co
(110122108)

Funds Reporting Holdings of Bristol-Myers Squibb Co according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 161,646 $7,330,646k Jun 30, 2019 Aug 6, 2019
Dodge & COX 49,644,524 $2,251,379k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 21,744 $1,386,000k Sep 30, 2017 Nov 14, 2017
Renaissance Technologies LLC 20,698,607 $938,682k Jun 30, 2019 Aug 12, 2019
The Baupost Group LLC 13,000,000 $589,550k Jun 30, 2019 Aug 13, 2019
Janus Capital Management LLC 4,940,868 $268,684k Mar 31, 2017 May 16, 2017
Managed Account Advisors LLC 1,707,227 $113,599k Jun 30, 2015 Aug 14, 2015
Westfield Capital Management Company LP 2,192,718 $99,440k Jun 30, 2019 Aug 13, 2019
Brandywine Global Investment Management LLC 2,044,002 $92,696k Jun 30, 2019 Aug 14, 2019
Healthcor Management LP 2,012,650 $91,274k Jun 30, 2019 Aug 14, 2019
Redmile Group LLC 1,669,400 $75,707k Jun 30, 2019 Aug 14, 2019
RTW Investments LP 1,561,918 $70,833k Jun 30, 2019 Aug 14, 2019
RE Advisers Corporation 1,349,330 $61,192k Jun 30, 2019 Aug 12, 2019
Douglas Lane & Associates LLC 1,306,503 $59,250k Jun 30, 2019 Jul 8, 2019
Smith Asset Management Group LP 1,197,144 $54,290k Jun 30, 2019 Aug 15, 2019
Clark Capital Management Group Inc 1,169,636 $53,043k Jun 30, 2019 Jul 12, 2019
Point72 Asset Management LP 1,112,077 $50,433k Jun 30, 2019 Aug 14, 2019
Rock Springs Capital Management LP 1,050,000 $47,618k Jun 30, 2019 Aug 14, 2019
NWQ Investment Management Company LLC 1,009,313 $45,772k Jun 30, 2019 Aug 14, 2019
Camber Capital Management LP 1,000,000 $45,350k Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 886,876 $40,220k Jun 30, 2019 Aug 9, 2019
RNC Capital Management LLC 829,752 $37,629k Jun 30, 2019 Jul 25, 2019
Nikko Asset Management Americas Inc 804,239 $36,472k Jun 30, 2019 Jul 29, 2019
River ROAD Asset Management LLC 740,097 $33,563k Jun 30, 2019 Aug 12, 2019
Tekla Capital Management LLC 738,044 $33,470k Jun 30, 2019 Aug 14, 2019
The London Company of Virginia LLC 725,509 $32,902k Jun 30, 2019 Aug 14, 2019
Altrinsic Global Advisors LLC 710,119 $32,204k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 676,987 $30,701k Jun 30, 2019 Aug 2, 2019
PDT Partners LLC 645,934 $29,293k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 524,246 $23,775k Jun 30, 2019 Aug 13, 2019
Orbimed Advisors LLC 500,000 $22,675k Call Jun 30, 2019 Aug 14, 2019
Deprince RACE & Zollo Inc 477,121 $21,637k Jun 30, 2019 Aug 13, 2019
Shufro ROSE & Co LLC 468,710 $21,256k Jun 30, 2019 Jul 24, 2019
Terril Brothers Inc 464,354 $21,058k Jun 30, 2019 Aug 5, 2019
Advisors Capital Management LLC 431,855 $19,585k Jun 30, 2019 Aug 15, 2019
Tocqueville Asset Management LP 425,682 $19,305k Jun 30, 2019 Jul 31, 2019
Prosight Management LP 410,490 $18,616k Jun 30, 2019 Aug 14, 2019
P Schoenfeld Asset Management LP 400,000 $18,140k Put Jun 30, 2019 Aug 14, 2019
S & Co Inc 393,430 $17,842k Jun 30, 2019 Jul 23, 2019
Avalon Advisors LLC 385,492 $17,482k Jun 30, 2019 Aug 14, 2019
QS Investors LLC 344,680 $15,632k Jun 30, 2019 Aug 14, 2019
Argent Capital Management LLC 336,683 $15,269k Jun 30, 2019 Aug 15, 2019
Arnhold LLC 328,694 $14,906k Jun 30, 2019 Aug 8, 2019
Highland Capital Management LP 318,200 $14,430k Jun 30, 2019 Aug 14, 2019
KLCM Advisors Inc 315,170 $14,293k Jun 30, 2019 Aug 15, 2019
6 Meridian LLC 282,968 $12,833k Jun 30, 2019 Jul 12, 2019
Pacer Advisors Inc 262,217 $11,892k Jun 30, 2019 Aug 12, 2019
Copernicus Capital Management LLC 242,937 $11,017k Jun 30, 2019 Aug 14, 2019
Magnetar Financial LLC 238,663 $10,823k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 238,568 $10,819k Jun 30, 2019 Aug 15, 2019
Mairs and Power Inc 237,532 $10,772k Jun 30, 2019 Aug 14, 2019
Martin Investment Management LLC 232,069 $10,524k Jun 30, 2019 Aug 7, 2019
Goelzer Investment Management Inc 221,367 $10,039k Jun 30, 2019 Jul 29, 2019
Sectoral Asset Management Inc 214,697 $9,737k Jun 30, 2019 Aug 14, 2019
PENN Davis Mcfarland Inc 213,373 $9,676k Jun 30, 2019 Jul 16, 2019
Capwealth Advisors LLC 204,774 $9,287k Jun 30, 2019 Aug 13, 2019
Welch & Forbes LLC 203,004 $9,206k Jun 30, 2019 Jul 12, 2019
Hosking Partners LLP 202,097 $9,165k Jun 30, 2019 Aug 13, 2019
Whitebox Advisors LLC 199,740 $9,058k Jun 30, 2019 Aug 14, 2019
Kovitz Investment Group Partners LLC 196,526 $8,912k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 190,837 $8,654k Jun 30, 2019 Aug 13, 2019
Samlyn Capital LLC 183,810 $8,335k Jun 30, 2019 Aug 14, 2019
TIG Advisors LLC 180,000 $8,163k Call Jun 30, 2019 Aug 30, 2019
Williams Jones & Associates LLC 178,604 $8,100k Jun 30, 2019 Aug 14, 2019
Channing Capital Management LLC 177,922 $8,069k Jun 30, 2019 Aug 14, 2019
Tufton Capital Management LLC 172,568 $7,825k Jun 30, 2019 Jul 26, 2019
Edgemoor Investment Advisors Inc 169,146 $7,671k Jun 30, 2019 Aug 9, 2019
First Light Asset Management LLC 165,397 $7,501k Jun 30, 2019 Aug 14, 2019
RPG Investment Advisory LLC 158,451 $7,222k Jun 30, 2019 Jul 10, 2019
Gyroscope Capital Management Group LLC 156,066 $7,162k Jun 30, 2019 Jul 11, 2019
1919 Investment Counsel LLC 139,092 $7,119k Sep 30, 2014 Nov 14, 2014
Azimuth Capital Management LLC 155,474 $7,051k Jun 30, 2019 Aug 13, 2019
Mount Yale Investment Advisors LLC 151,399 $7,001k Jun 30, 2019 Aug 13, 2019
Cypress Capital Management LLC 154,335 $6,999k Jun 30, 2019 Aug 5, 2019
Financial Counselors Inc 151,326 $6,863k Jun 30, 2019 Aug 14, 2019
Gabalex Capital Management LLC 150,000 $6,803k Jun 30, 2019 Aug 1, 2019
Twin Capital Management Inc 148,392 $6,730k Jun 30, 2019 Aug 1, 2019
Decatur Capital Management Inc 146,728 $6,654k Jun 30, 2019 Jul 24, 2019
Cutler Investment Counsel LLC 146,285 $6,634k Jun 30, 2019 Aug 5, 2019
Morningstar Investment Services LLC 145,473 $6,597k Jun 30, 2019 Aug 13, 2019
WE Donoghue & Co LLC 143,573 $6,511k Jun 30, 2019 Jul 23, 2019
Tradition Capital Management LLC 128,821 $6,146k Mar 31, 2019 May 7, 2019
Granite Investment Advisors LLC 131,059 $5,944k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 131,059 $5,944k Jun 30, 2019 Jul 23, 2019
Wealthtrust Axiom LLC 129,084 $5,853k Jun 30, 2019 Aug 7, 2019
Beech Hill Advisors Inc 126,700 $5,746k Jun 30, 2019 Jul 15, 2019
Flippin Bruce & Porter Inc 124,424 $5,643k Jun 30, 2019 Aug 6, 2019
Grassi Investment Management LLC 123,265 $5,590k Jun 30, 2019 Jul 10, 2019
Maverick Capital Ltd 121,000 $5,487k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 119,003 $5,397k Jun 30, 2019 Jul 30, 2019
DEAN Investment Associates LLC 113,145 $5,131k Jun 30, 2019 Aug 14, 2019
Stoneridge Investment Partners LLC 109,267 $4,955k Jun 30, 2019 Jul 29, 2019
Nippon Life Global Investors Americas Inc 108,200 $4,907k Jun 30, 2019 Jul 23, 2019
Foresters Investment Management Company Inc 108,050 $4,900k Jun 30, 2019 Aug 12, 2019
Symons Capital Management Inc 104,712 $4,749k Jun 30, 2019 Aug 12, 2019
Meritage Portfolio Management Inc 103,696 $4,703k Jun 30, 2019 Jul 30, 2019
USCA RIA LLC 103,662 $4,701k Jun 30, 2019 Aug 14, 2019
Steinberg Global Asset Management Ltd 97,350 $4,645k Mar 31, 2019 Apr 24, 2019
Hennessy Advisors Inc 102,000 $4,626k Jun 30, 2019 Jul 11, 2019
Arrowgrass Capital Partners US LP 100,000 $4,535k Put Jun 30, 2019 Aug 14, 2019
Eulav Asset Management 100,000 $4,535k Jun 30, 2019 Aug 5, 2019
Affinity Investment Advisors LLC 96,247 $4,365k Jun 30, 2019 Aug 8, 2019
Madison Investment Holdings Inc 94,359 $4,279k Jun 30, 2019 Aug 13, 2019
Prime Capital Investment Advisors LLC 94,110 $4,268k Jun 30, 2019 Aug 6, 2019
Meridian Wealth Management LLC 9,396 $4,261k Jun 30, 2019 Jul 19, 2019
Searle & Co 89,733 $4,069k Jun 30, 2019 Jul 17, 2019
Sentry Investment Management LLC 88,104 $3,996k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 88,104 $3,996k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 87,982 $3,990k Jun 30, 2019 Jul 22, 2019
Clearbridge Investments LLC 76,366 $3,970k Dec 31, 2018 Feb 14, 2019
Endurant Capital Management LP 86,297 $3,914k Jun 30, 2019 Aug 14, 2019
CAMG Solamere Management LLC 86,064 $3,901k Jun 30, 2019 Aug 13, 2019
BLB & B Advisors LLC 84,717 $3,842k Jun 30, 2019 Jul 29, 2019
Argyle Capital Management Inc 80,608 $3,656k Jun 30, 2019 Jul 25, 2019
The Fiduciary Group LLC 80,336 $3,643k Jun 30, 2019 Aug 14, 2019
North Star Investment Management Corporation 79,613 $3,610k Jun 30, 2019 Jul 15, 2019
Crestline Management LP 77,000 $3,492k Jun 30, 2019 Aug 13, 2019
Gibraltar Capital Management Inc 75,376 $3,418k Jun 30, 2019 Jul 17, 2019
Sofinnova Ventures Inc 74,368 $3,373k Jun 30, 2019 Aug 13, 2019
Vontobel Swiss Wealth Advisors AG 73,885 $3,351k Jun 30, 2019 Aug 12, 2019
Financial Advantage Inc 73,114 $3,315k Jun 30, 2019 Jul 23, 2019
TDAM USA Inc 68,949 $3,127k Jun 30, 2019 Aug 1, 2019
Cornerstone Capital Corp 68,686 $3,115k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 68,686 $3,115k Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 68,649 $3,113k Jun 30, 2019 Jul 18, 2019
Carnegie Capital Asset Management LLC 67,094 $3,043k Jun 30, 2019 Jul 24, 2019
Tealwood Asset Management Inc 67,073 $3,042k Jun 30, 2019 Aug 6, 2019
Richard Bernstein Advisors LLC 66,900 $3,033k Jun 30, 2019 Aug 9, 2019
Wakefield Asset Management LLLP 65,424 $2,967k Jun 30, 2019 Aug 13, 2019
New England Asset Management Inc 62,700 $2,843k Jun 30, 2019 Aug 14, 2019
Mengis Capital Management Inc 60,612 $2,748k Jun 30, 2019 Jul 18, 2019
Princeton Capital Management LLC 57,810 $2,622k Jun 30, 2019 Aug 12, 2019
Brookstone Capital Management LLC 57,763 $2,620k Jun 30, 2019 Jul 25, 2019
YHB Investment Advisors Inc 57,326 $2,600k Jun 30, 2019 Jul 15, 2019
RAAB & Moskowitz Asset Management LLC 56,915 $2,581k Jun 30, 2019 Aug 9, 2019
SFE Investment Counsel Inc 55,815 $2,531k Jun 30, 2019 Jul 26, 2019
Bragg Financial Advisors Inc 54,850 $2,487k Jun 30, 2019 Aug 14, 2019
Duncker Streett & Co LLC 54,812 $2,486k Jun 30, 2019 Jul 24, 2019
Ferguson Wellman Capital Management Inc 53,778 $2,439k Jun 30, 2019 Jul 16, 2019
Wealth Advisors of Tampa BAY LLC 53,260 $2,415k Jun 30, 2019 Jul 23, 2019
van Hulzen Asset Management LLC 52,537 $2,383k Jun 30, 2019 Aug 8, 2019
Palladium Partners LLC 52,508 $2,381k Jun 30, 2019 Aug 7, 2019
Summit Wealth Advisors Inc 51,599 $2,340k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 51,599 $2,340k Jun 30, 2019 Jul 16, 2019
KMS Financial Services Inc 45,364 $2,322k Sep 30, 2014 Nov 17, 2014
Advanced Asset Management Advisors Inc 50,800 $2,304k Jun 30, 2019 Aug 2, 2019
Athena Capital Advisors LLC 50,461 $2,288k Jun 30, 2019 Aug 9, 2019
Global Financial Private Capital LLC 49,360 $2,238k Jun 30, 2019 Aug 14, 2019
Marshwinds Advisory Company 43,038 $2,237k Dec 31, 2018 Jan 7, 2019
Clearstead Advisors LLC 48,333 $2,192k Jun 30, 2019 Aug 8, 2019
Personal Capital Advisors Corporation 47,750 $2,165k Jun 30, 2019 Aug 14, 2019
TSP Capital Management Group LLC 46,832 $2,124k Jun 30, 2019 Aug 9, 2019
HIGH Pointe Capital Management LLC 46,656 $2,116k Jun 30, 2019 Aug 12, 2019
The Rikoon Group LLC 45,238 $2,052k Jun 30, 2019 Aug 6, 2019
LEE Danner & BASS Inc 44,638 $2,024k Jun 30, 2019 Jul 30, 2019
ARS Investment Partners LLC 43,818 $1,987k Jun 30, 2019 Aug 12, 2019
Choate Investment Advisors LLC 43,539 $1,974k Jun 30, 2019 Aug 14, 2019
Wellington Shields & Co LLC 43,350 $1,966k Jun 30, 2019 Aug 8, 2019
LOWE Brockenbrough & Company Inc 43,130 $1,956k Jun 30, 2019 Aug 12, 2019
Canal Capital Management LLC 42,849 $1,943k Jun 30, 2019 Jul 31, 2019
Guardian Investment Management LLC 42,754 $1,939k Jun 30, 2019 Aug 16, 2019
Altfest L J & Co Inc 42,652 $1,934k Jun 30, 2019 Jul 15, 2019
ODEY Asset Management LLP 42,500 $1,927k Jun 30, 2019 Aug 14, 2019
Marietta Wealth Management LLC 42,068 $1,908k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 41,539 $1,884k Jun 30, 2019 Jul 23, 2019
Boston Family Office LLC 41,113 $1,864k Jun 30, 2019 Jul 30, 2019
Monetary Management Group Inc 40,945 $1,857k Jun 30, 2019 Aug 13, 2019
BTC Capital Management Inc 40,978 $1,857k Jun 30, 2019 Jul 26, 2019
ICON Advisers Inc 40,893 $1,854k Jun 30, 2019 Aug 2, 2019
Edgestream Partners LP 40,716 $1,846k Jun 30, 2019 Aug 8, 2019
Hammer Asset Management LLC 40,707 $1,846k Jun 30, 2019 Aug 6, 2019
Independent Investors Inc 40,664 $1,844k Jun 30, 2019 Jul 18, 2019
Neuberger Berman Breton Hill ULC 28,620 $1,824k Sep 30, 2017 Nov 3, 2017
Blackhawk Capital Partners LLC 40,105 $1,819k Jun 30, 2019 Aug 13, 2019
Washington Capital Management Inc 40,020 $1,815k Jun 30, 2019 Aug 7, 2019
Stokes & Hubbell Capital Management LLC 37,752 $1,801k Mar 31, 2019 Apr 24, 2019
Cadence Capital Management LLC 39,498 $1,791k Jun 30, 2019 Aug 12, 2019
Boyar Asset Management Inc 39,130 $1,775k Jun 30, 2019 Aug 6, 2019
Triangle Securities Wealth Management 38,280 $1,752k Jun 30, 2019 Jul 10, 2019
Wells Trecaso Financial Group LLC 38,482 $1,745k Jun 30, 2019 Jul 22, 2019
Beddow Capital Management Inc 38,400 $1,741k Jun 30, 2019 Aug 9, 2019
Mirador Capital Partners LP 38,102 $1,728k Jun 30, 2019 Aug 6, 2019
Waters Parkerson & Co LLC 36,995 $1,678k Jun 30, 2019 Aug 6, 2019
Cubic Asset Management LLC 36,930 $1,675k Jun 30, 2019 Jul 29, 2019
Northstar Financial Advisors LLC 36,885 $1,673k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 36,885 $1,673k Jun 30, 2019 Jul 17, 2019
Benedict Financial Advisors Inc 36,775 $1,668k Jun 30, 2019 Aug 1, 2019
Global Endowment Management LP 36,700 $1,665k Jun 30, 2019 Aug 12, 2019
Howard Capital Management Inc 36,296 $1,646k Jun 30, 2019 Jul 24, 2019
Sippican Capital Advisors LLC 36,076 $1,636k Jun 30, 2019 Jul 17, 2019
Douglass Winthrop Advisors LLC 35,651 $1,617k Jun 30, 2019 Jul 10, 2019
Murphy Capital Management Inc 34,237 $1,552k Jun 30, 2019 Jul 22, 2019
Carret Asset Management LLC 34,044 $1,544k Jun 30, 2019 Aug 12, 2019
Woodstock Corporation 33,745 $1,530k Jun 30, 2019 Jul 3, 2019
Barrett Asset Management LLC 33,259 $1,508k Jun 30, 2019 Aug 5, 2019
New England Research & Management Inc 33,037 $1,498k Jun 30, 2019 Jul 9, 2019
SWS Partners LLC 33,847 $1,491k Jun 30, 2019 Aug 13, 2019
Campbell Newman Asset Management Inc 32,139 $1,458k Jun 30, 2019 Jul 24, 2019
Karpas Strategies LLC 32,080 $1,455k Jun 30, 2019 Jul 25, 2019
Dividend Assets Capital LLC 32,014 $1,452k Jun 30, 2019 Jul 12, 2019
Wilmington Trust Investment Management LLC 29,846 $1,448k Jun 30, 2014 Aug 13, 2014
Wellington Shields Capital Management LLC 31,440 $1,426k Jun 30, 2019 Aug 8, 2019
Granite Investment Partners LLC 31,398 $1,424k Jun 30, 2019 Aug 7, 2019
Granite Financial Partners LLC 31,398 $1,424k Jun 30, 2019 Aug 7, 2019
Cacti Asset Management LLC 30,880 $1,393k Jun 30, 2019 Jul 1, 2019
Burleson & Company LLC 30,531 $1,380k Jun 30, 2019 Aug 5, 2019
Lakeview Capital Partners LLC 30,378 $1,378k Jun 30, 2019 Aug 5, 2019
OFI Advisors LLC 23,251 $1,376k Sep 30, 2015 Nov 16, 2015
Condor Capital Management 30,106 $1,365k Jun 30, 2019 Aug 5, 2019
Prelude Capital Management LLC 30,000 $1,361k Put Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 29,876 $1,355k Jun 30, 2019 Aug 6, 2019
NTV Asset Management LLC 29,567 $1,341k Jun 30, 2019 Jul 29, 2019
Quadrant Capital Management LLC 29,267 $1,327k Jun 30, 2019 Aug 8, 2019
Providence Wealth Advisors LLC 28,500 $1,323k Jun 30, 2019 Jul 22, 2019
Lucas Capital Management LLC 29,048 $1,317k Jun 30, 2019 Jul 29, 2019
Bennicas & Associates Inc 28,975 $1,314k Jun 30, 2019 Jul 12, 2019
Private Harbour Investment Management & Counsel LLC 28,908 $1,311k Jun 30, 2019 Aug 6, 2019
Sawgrass Asset Management LLC 28,551 $1,295k Jun 30, 2019 Jul 23, 2019
Ridgewood Investments LLC 28,463 $1,291k Jun 30, 2019 Jul 12, 2019
Wheatland Advisors Inc 28,400 $1,288k Jun 30, 2019 Aug 7, 2019
Westbourne Investment Advisors Inc 28,175 $1,278k Jun 30, 2019 Jul 22, 2019
Legacy Capital Partners Inc 28,077 $1,273k Jun 30, 2019 Jul 16, 2019
Northcoast Asset Management LLC 28,001 $1,272k Jun 30, 2019 Aug 14, 2019
Quest Investment Management LLC 28,000 $1,270k Jun 30, 2019 Aug 13, 2019
Main Street Research LLC 27,918 $1,266k Jun 30, 2019 Aug 8, 2019
Delphi Management Inc 27,836 $1,262k Jun 30, 2019 Aug 20, 2019
Sanders Morris Harris LLC 27,564 $1,262k Jun 30, 2019 Jul 10, 2019
Omnistar Financial Group Inc 27,777 $1,260k Jun 30, 2019 Jul 30, 2019
Frontier Wealth Management LLC 27,583 $1,251k Jun 30, 2019 Aug 16, 2019
Baker Ellis Asset Management LLC 27,409 $1,243k Jun 30, 2019 Aug 12, 2019
Schulhoff & Co Inc 27,354 $1,240k Jun 30, 2019 Aug 7, 2019
Hedeker Wealth LLC 27,066 $1,227k Jun 30, 2019 Jul 26, 2019
RKL Wealth Management LLC 26,881 $1,217k Jun 30, 2019 Aug 2, 2019
Howland Capital Management LLC 26,075 $1,183k Jun 30, 2019 Jul 17, 2019
Jensen Investment Management Inc 26,000 $1,179k Jun 30, 2019 Aug 2, 2019
Monarch Capital Management Inc 25,852 $1,172k Jun 30, 2019 Jul 31, 2019
Ashfield Capital Partners LLC 25,794 $1,170k Jun 30, 2019 Jul 29, 2019
Horizon Investments LLC 25,755 $1,168k Jun 30, 2019 Aug 14, 2019
Carnick & Kubik Group LLC 25,594 $1,161k Jun 30, 2019 Jul 30, 2019
Montag A & Associates Inc 25,561 $1,159k Jun 30, 2019 Aug 6, 2019
Aries Wealth Management LLC 25,207 $1,157k Jun 30, 2019 Jul 15, 2019
Moloney Securities Asset Management LLC 25,135 $1,140k Jun 30, 2019 Jul 29, 2019
Homrich & BERG Inc 24,780 $1,124k Jun 30, 2019 Aug 5, 2019
HCR Wealth Advisors 24,771 $1,123k Jun 30, 2019 Jul 25, 2019
Peak Asset Management LLC 24,470 $1,110k Jun 30, 2019 Aug 15, 2019
Keating Investment Counselors Inc 24,322 $1,103k Jun 30, 2019 Aug 1, 2019
Poplar Forest Capital LLC 24,221 $1,098k Jun 30, 2019 Aug 2, 2019
Cohen Klingenstein LLC 24,000 $1,088k Jun 30, 2019 Jul 15, 2019
Hoylecohen LLC 23,521 $1,067k Jun 30, 2019 Aug 9, 2019
Oxbow Advisors LLC 23,152 $1,050k Jun 30, 2019 Aug 7, 2019
The Caprock Group Inc 22,886 $1,038k Jun 30, 2019 Jul 23, 2019
The Investment House LLC 22,844 $1,036k Jun 30, 2019 Aug 5, 2019
Bell & Brown Wealth Advisors LLC 22,609 $1,025k Jun 30, 2019 Aug 6, 2019
Cleararc Capital Inc 22,235 $1,008k Jun 30, 2019 Aug 7, 2019
Investment Counsel Inc 22,557 $1,003k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 22,557 $1,003k Jun 30, 2019 Jul 29, 2019
IMS Capital Management Inc 21,829 $990k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 21,509 $975k Jun 30, 2019 Aug 8, 2019
Good Life Advisors LLC 21,246 $964k Jun 30, 2019 Aug 6, 2019
Menta Capital LLC 20,984 $952k Jun 30, 2019 Aug 7, 2019
Dumont & Blake Investment Advisors LLC 20,541 $932k Jun 30, 2019 Aug 1, 2019
Telemus Capital LLC 20,435 $927k Jun 30, 2019 Aug 9, 2019
Dorchester Wealth Management Company 20,400 $925k Jun 30, 2019 Jul 19, 2019
Marathon Capital Management LLC 20,137 $913k Jun 30, 2019 Jul 25, 2019
Clinton Group Inc 14,547 $903k Sep 30, 2018 Oct 10, 2018
Level Four Advisory Services LLC 19,880 $901k Jun 30, 2019 Aug 14, 2019
Stewart & Patten Co LLC 19,727 $895k Jun 30, 2019 Jul 17, 2019
Ionic Capital Management LLC 19,600 $889k Jun 30, 2019 Aug 14, 2019
Founders Financial Securities LLC 19,612 $889k Jun 30, 2019 Jul 22, 2019
Oak Asset Management LLC 20,767 $888k Jun 30, 2019 Jul 25, 2019
Strategic Investment Advisors Inc 19,568 $887k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 19,568 $887k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 19,568 $887k Jun 30, 2019 Jul 22, 2019
Court Place Advisors LLC 19,297 $875k Jun 30, 2019 Jul 30, 2019
Woodmont Investment Counsel LLC 19,277 $874k Jun 30, 2019 Aug 14, 2019
The Rock Creek Group LP 19,191 $870k Jun 30, 2019 Aug 14, 2019
Institute FOR Wealth Management LLC 19,143 $868k Jun 30, 2019 Aug 2, 2019
Curbstone Financial Management Corporation 19,084 $865k Jun 30, 2019 Jul 9, 2019
The Mathes Company Inc 18,859 $855k Jun 30, 2019 Jul 29, 2019
SOL Capital Management Co 18,697 $848k Jun 30, 2019 Jul 17, 2019
BECK MACK & Oliver LLC 18,674 $847k Jun 30, 2019 Aug 13, 2019
White Pine Capital LLC 18,558 $842k Jun 30, 2019 Aug 14, 2019
Hunter Associates Investment Management LLC 18,393 $834k Jun 30, 2019 Aug 8, 2019
Buckingham Asset Management LLC 18,364 $833k Jun 30, 2019 Aug 5, 2019
Hengehold Capital Management LLC 18,152 $823k Jun 30, 2019 Jul 23, 2019
DUFF & Phelps Investment Management Co 18,005 $817k Jun 30, 2019 Aug 2, 2019
Maryland Capital Management LLC 17,729 $804k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 17,504 $794k Jun 30, 2019 Aug 8, 2019
DB Root & Company LLC 17,440 $790k Jun 30, 2019 Jul 19, 2019
Cetera Investment Advisers LLC 17,397 $789k Jun 30, 2019 Aug 12, 2019
Accredited Investors Inc 17,201 $780k Jun 30, 2019 Aug 13, 2019
Excalibur Management Corp 17,181 $779k Jun 30, 2019 Jul 26, 2019
Mastrapasqua Asset Management Inc 16,950 $769k Jun 30, 2019 Aug 12, 2019
Janney Capital Management LLC 16,916 $767k Jun 30, 2019 Jul 29, 2019
AULL & Monroe Investment Management Corp 16,717 $758k Jun 30, 2019 Jul 29, 2019
Family Management Corporation 16,546 $750k Jun 30, 2019 Aug 14, 2019
Provise Management Group LLC 16,154 $733k Jun 30, 2019 Aug 9, 2019
Folger Nolan Fleming Douglas Capital Management Inc 16,023 $727k Jun 30, 2019 Aug 9, 2019
Ancora Family Wealth Advisors LLC 13,465 $726k Sep 30, 2016 Nov 4, 2016
Crawford Investment Counsel Inc 15,909 $721k Jun 30, 2019 Aug 12, 2019
Malaga COVE Capital LLC 15,723 $713k Jun 30, 2019 Aug 14, 2019
Obermeyer WOOD Investment Counsel LLLP 15,600 $707k Jun 30, 2019 Aug 13, 2019
BKD Wealth Advisors LLC 15,557 $706k Jun 30, 2019 Jul 10, 2019
Northpointe Capital LLC 15,366 $697k Jun 30, 2019 Jul 26, 2019
Grandfield & DODD LLC 15,374 $697k Jun 30, 2019 Jul 29, 2019
Whitnell & Co 15,247 $691k Jun 30, 2019 Jul 16, 2019
BRAY Capital Advisors LLC 15,161 $688k Jun 30, 2019 Jul 29, 2019
West Chester Capital Advisors Inc 15,170 $688k Jun 30, 2019 Jul 30, 2019
Cohen Capital Management Inc 15,000 $680k Jun 30, 2019 Aug 7, 2019
Camelot Portfolios LLC 14,960 $678k Jun 30, 2019 Jul 19, 2019
Pagnatokarp Partners LLC 14,657 $665k Jun 30, 2019 Aug 8, 2019
American Research & Management Company 14,552 $660k Jun 30, 2019 Jul 18, 2019
Wendell David Associates Inc 14,536 $659k Jun 30, 2019 Jul 16, 2019
Accuvest Global Advisors 14,486 $657k Jun 30, 2019 Jul 17, 2019
Meristem Family Wealth LLC 14,230 $645k Jun 30, 2019 Aug 6, 2019
Gilman Hill Asset Management LLC 14,225 $645k Jun 30, 2019 Jul 17, 2019
STA Wealth Management LLC 14,172 $643k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 13,733 $623k Jun 30, 2019 Aug 7, 2019
Joel Isaacson & Co LLC 13,744 $623k Jun 30, 2019 Jul 11, 2019
Bourgeon Capital Management LLC 13,690 $621k Jun 30, 2019 Jul 18, 2019
Crescent Grove Advisors LLC 13,500 $612k Jun 30, 2019 Aug 6, 2019
Lourd Capital LLC 13,374 $607k Jun 30, 2019 Jul 11, 2019
Diligent Investors LLC 13,337 $605k Jun 30, 2019 Aug 1, 2019
Murphy Pohlad Asset Management LLC 13,233 $600k Jun 30, 2019 Aug 6, 2019
Blue FIN Capital Inc 13,070 $592k Jun 30, 2019 Jul 22, 2019
BOYS Arnold & Company Inc 13,024 $591k Jun 30, 2019 Aug 1, 2019
KJ Harrison & Partners USA Inc 13,000 $590k Jun 30, 2019 Aug 5, 2019
Mission Wealth Management LP 12,782 $580k Jun 30, 2019 Aug 9, 2019
Brown Advisory Securities LLC 12,639 $574k Jun 30, 2019 Aug 12, 2019
Chilton Capital Management LLC 12,646 $573k Jun 30, 2019 Aug 13, 2019
ZWJ Investment Counsel Inc 12,564 $570k Jun 30, 2019 Jul 24, 2019
Sequoia Financial Advisors LLC 12,554 $569k Jun 30, 2019 Jul 31, 2019
Cornell Pochily Investment Advisors Inc 12,345 $560k Jun 30, 2019 Jul 22, 2019
Armor Advisors LLC 12,294 $558k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 12,294 $558k Jun 30, 2019 Aug 13, 2019
First National Corporation 12,133 $550k Jun 30, 2019 Jul 22, 2019
NWAM LLC 12,115 $549k Jun 30, 2019 Jul 18, 2019
Texas Yale Capital Corp 11,940 $541k Jun 30, 2019 Jul 24, 2019
Advisors Financial Inc 11,850 $537k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 11,850 $537k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 11,850 $537k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 11,850 $537k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 11,850 $537k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 11,850 $537k Jun 30, 2019 Jul 30, 2019
Augustine Asset Management Inc 11,690 $530k Jun 30, 2019 Aug 5, 2019
Transamerica Financial Advisors Inc 11,684 $530k Jun 30, 2019 Aug 21, 2019
Northstar Wealth Partners LLC 11,517 $522k Jun 30, 2019 Aug 15, 2019
IHT Wealth Management LLC 11,488 $522k Jun 30, 2019 Aug 12, 2019
Perella Weinberg Partners Capital Management LP 11,349 $515k Jun 30, 2019 Jul 22, 2019
Appleton Partners Inc 11,181 $507k Jun 30, 2019 Jul 25, 2019
Pacific Global Investment Management Co 11,143 $505k Jun 30, 2019 Aug 14, 2019
Neumann Capital Management LLC 11,089 $503k Jun 30, 2019 Jul 25, 2019
Telos Capital Management Inc 11,078 $502k Jun 30, 2019 Jul 19, 2019
Patton Albertson Miller Group LLC 10,595 $501k Jun 30, 2019 Aug 12, 2019
Wealth Alliance Advisory Group LLC 11,325 $500k Jun 30, 2019 Jul 17, 2019
Prospera Financial Services Inc 10,872 $495k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 10,913 $495k Jun 30, 2019 Jul 29, 2019
JAG Capital Management LLC 10,865 $493k Jun 30, 2019 Jul 22, 2019
Castle Rock Wealth Management LLC 10,870 $488k Jun 30, 2019 Aug 8, 2019
Bowen Hanes & Co Inc 10,740 $487k Jun 30, 2019 Aug 13, 2019
RFG Advisory LLC 10,605 $482k Jun 30, 2019 Aug 23, 2019
COHO Partners Ltd 10,600 $481k Jun 30, 2019 Aug 8, 2019
Foster Dykema Cabot & Co Incorporated 10,595 $480k Jun 30, 2019 Aug 6, 2019
Legacy Financial Advisors Inc 10,561 $479k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Corporation 10,561 $479k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 10,561 $479k Jun 30, 2019 Jul 15, 2019
Savant Capital LLC 10,492 $476k Jun 30, 2019 Aug 6, 2019
Round Hill Asset Management Inc 10,470 $475k Jun 30, 2019 Aug 13, 2019
Marietta Investment Partners LLC 10,300 $467k Jun 30, 2019 Aug 13, 2019
Baldwin Investment Management LLC 10,234 $464k Jun 30, 2019 Aug 6, 2019
Cypress Wealth Services LLC 9,909 $449k Jun 30, 2019 Jul 24, 2019
Spears Abacus Advisors LLC 9,640 $437k Jun 30, 2019 Aug 9, 2019
Birch Hill Investment Advisors LLC 9,548 $433k Jun 30, 2019 Jul 22, 2019
Boston Research and Management Inc 9,430 $427k Jun 30, 2019 Aug 7, 2019
The RICE Partnership LLC 9,384 $426k Jun 30, 2019 Jul 25, 2019
Parthenon LLC 9,401 $426k Jun 30, 2019 Jul 29, 2019
Santori & Peters Inc 9,393 $426k Jun 30, 2019 Jul 30, 2019
EP Wealth Advisors LLC 9,314 $422k Jun 30, 2019 Aug 27, 2019
Drexel Morgan & Co 9,298 $422k Jun 30, 2019 Aug 8, 2019
Capital Counsel LLC 9,306 $422k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 9,306 $422k Jun 30, 2019 Jul 26, 2019
Evermay Wealth Management LLC 9,262 $420k Jun 30, 2019 Jul 23, 2019
Cornerstone Investment Partners LLC 9,222 $418k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 9,222 $418k Jun 30, 2019 Jul 19, 2019
SFMG LLC 9,167 $416k Jun 30, 2019 Aug 5, 2019
Cottage Street Advisors LLC 9,123 $414k Jun 30, 2019 Aug 2, 2019
Altavista Wealth Management Inc 9,058 $411k Jun 30, 2019 Aug 13, 2019
Biltmore Family Office LLC 9,038 $410k Jun 30, 2019 Jul 31, 2019
DAVY Asset Management Limited 9,032 $410k Jun 30, 2019 Jul 19, 2019
Chatham Capital Group Inc 8,945 $406k Jun 30, 2019 Jul 24, 2019
Gratus Capital LLC 8,960 $406k Jun 30, 2019 Aug 7, 2019
Wealthplan Partners Inc 8,659 $403k Jun 30, 2019 Aug 19, 2019
Benin Management Corp 8,893 $403k Jun 30, 2019 Jul 31, 2019
Bigsur Wealth Management LLC 8,550 $395k Jun 30, 2019 Jul 5, 2019
Huber Financial Advisors LLC 8,644 $392k Jun 30, 2019 Aug 5, 2019
The Burney Company 8,625 $391k Jun 30, 2019 Aug 12, 2019
Buckley Wealth Management LLC 8,610 $390k Jun 30, 2019 Jul 19, 2019
Tiedemann Advisors LLC 8,555 $388k Jun 30, 2019 Aug 13, 2019
Calton & Associates Inc 8,559 $388k Jun 30, 2019 Jul 9, 2019
Acropolis Investment Management LLC 8,529 $387k Jun 30, 2019 Jul 11, 2019
Pettee Investors Inc 8,525 $387k Jun 30, 2019 Aug 7, 2019
Strategic Financial Services Inc 8,504 $386k Jun 30, 2019 Aug 13, 2019
Rothschild & Co Asset Management US Inc 8,506 $386k Jun 30, 2019 Jul 25, 2019
Marble Harbor Investment Counsel LLC 8,361 $379k Jun 30, 2019 Aug 7, 2019
DAY & Ennis LLC 8,316 $377k Jun 30, 2019 Aug 2, 2019
Overbrook Management Corporation 8,290 $376k Jun 30, 2019 Aug 13, 2019
Clear Harbor Asset Management LLC 8,237 $374k Jun 30, 2019 Jul 22, 2019
Waddell & REED Inc 8,119 $368k Jun 30, 2019 Aug 14, 2019
E & G Advisors LP 8,100 $367k Jun 30, 2019 Jul 12, 2019
Yakira Capital Management Inc 8,000 $363k Put Jun 30, 2019 Aug 9, 2019
Gillespie Robinson & Grimm Inc 7,979 $362k Jun 30, 2019 Jul 22, 2019
Bourne LENT Asset Management Inc 7,820 $355k Jun 30, 2019 Jul 29, 2019
Lateef Investment Management LP 7,800 $354k Jun 30, 2019 Aug 12, 2019
Fairpointe Capital LLC 7,790 $353k Jun 30, 2019 Aug 14, 2019
Focused Wealth Management Inc 7,739 $351k Jun 30, 2019 Jul 19, 2019
Hamel Associates Inc 7,749 $351k Jun 30, 2019 Aug 5, 2019
The Northstar Group Inc 7,720 $350k Jun 30, 2019 Jul 12, 2019
Altium Wealth Management LLC 7,712 $350k Jun 30, 2019 Jul 18, 2019
Northstar Company LLC 7,720 $350k Jun 30, 2019 Jul 12, 2019
Intersect Capital LLC 7,727 $350k Jun 30, 2019 Aug 9, 2019
Tokio Marine Asset Management USA Ltd 7,697 $349k Jun 30, 2019 Jul 25, 2019
Alphastar Capital Management LLC 7,701 $349k Jun 30, 2019 Aug 14, 2019
FFCM LLC 7,583 $344k Jun 30, 2019 Jul 30, 2019
Gables Capital Management Inc 7,434 $340k Jun 30, 2019 Jul 31, 2019
Klingenstein Fields & Co LLC 7,480 $339k Jun 30, 2019 Aug 12, 2019
Signature Financial Management Inc 6,502 $338k Dec 31, 2018 Feb 13, 2019
Tiemann Investment Advisors LLC 7,428 $337k Jun 30, 2019 Aug 13, 2019
ELM Advisors LLC 7,358 $334k Jun 30, 2019 Jul 3, 2019
South Texas Money Management Ltd 7,294 $331k Jun 30, 2019 Jul 2, 2019
Stearns Financial Services Group Inc 7,196 $326k Jun 30, 2019 Aug 14, 2019
Modera Wealth Management LLC 7,138 $324k Jun 30, 2019 Aug 7, 2019
Murphy Middleton Hinkle & Parker Inc 7,133 $323k Jun 30, 2019 Jul 15, 2019
Ironwood Investment Management LLC 7,105 $322k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisory LLC 7,060 $320k Jun 30, 2019 Aug 8, 2019
Thomas White International Ltd 6,949 $315k Jun 30, 2019 Aug 13, 2019
Baltimore-Washington Financial Advisors Inc 6,918 $314k Jun 30, 2019 Jul 25, 2019
Portland Global Advisors LLC 6,858 $311k Jun 30, 2019 Jul 26, 2019
Guardian Capital Advisors LP 6,700 $311k Jun 30, 2019 Aug 14, 2019
B Riley Wealth Management Inc 6,846 $310k Jun 30, 2019 Aug 14, 2019
FORT LP 6,709 $304k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 6,657 $302k Jun 30, 2019 Aug 8, 2019
CPWM LLC 6,629 $301k Jun 30, 2019 Aug 2, 2019
Staley Capital Advisers Inc 6,634 $301k Jun 30, 2019 Aug 9, 2019
Clear Perspective Advisors LLC 6,575 $298k Jun 30, 2019 Aug 12, 2019
SVA Plumb Wealth Management LLC 6,459 $293k Jun 30, 2019 Aug 13, 2019
Provident Trust Company 6,452 $293k Jun 30, 2019 Aug 1, 2019
Aspiriant LLC 6,430 $291k Jun 30, 2019 Aug 6, 2019
SPC Financial Inc 6,375 $289k Jun 30, 2019 Aug 1, 2019
North American Management Corp 6,358 $288k Jun 30, 2019 Jul 30, 2019
Hall Capital Management Company Inc 6,300 $286k Jun 30, 2019 Aug 14, 2019
LBMC Investment Advisors LLC 6,293 $285k Jun 30, 2019 Jul 18, 2019
Southeast Asset Advisors Inc 6,223 $282k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 6,209 $281k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 6,209 $281k Jun 30, 2019 Aug 14, 2019
Harvey Investment Company LLC 6,205 $281k Jun 30, 2019 Jul 16, 2019
West Oak Capital LLC 6,130 $278k Jun 30, 2019 Jul 12, 2019
Harborview Advisors LLC 6,105 $277k Jun 30, 2019 Aug 7, 2019
Summit Asset Management LLC 6,097 $276k Jun 30, 2019 Aug 7, 2019
Jackson Grant Investment Advisers Inc 6,062 $275k Jun 30, 2019 Aug 13, 2019
Seizert Capital Partners LLC 6,069 $275k Jun 30, 2019 Aug 6, 2019
Aureus Asset Management LLC 6,070 $275k Jun 30, 2019 Aug 14, 2019
Acorn Wealth Advisors LLC 5,865 $274k Jun 30, 2019 Aug 14, 2019
GFS Advisors LLC 6,030 $273k Jun 30, 2019 Aug 1, 2019
Harwood Advisory Group LLC 5,978 $271k Jun 30, 2019 Aug 7, 2019
Westover Capital Advisors LLC 5,953 $270k Jun 30, 2019 Aug 13, 2019
Auxier Asset Management LLC 5,919 $268k Jun 30, 2019 Aug 15, 2019
Taurus Asset Management LLC 5,848 $265k Jun 30, 2019 Aug 14, 2019
Riverbridge Partners LLC 5,825 $264k Jun 30, 2019 Jul 10, 2019
Bingham Osborn & Scarborough LLC 5,820 $264k Jun 30, 2019 Aug 2, 2019
Plancorp LLC 5,831 $264k Jun 30, 2019 Aug 13, 2019
Traynor Capital Management Inc 5,700 $263k Jun 30, 2019 Jul 26, 2019
West Branch Capital LLC 5,763 $261k Jun 30, 2019 Aug 5, 2019
ALL Terrain Financial Advisors LLC 5,741 $260k Jun 30, 2019 Aug 14, 2019
Saratoga Research & Investment Management 5,710 $259k Jun 30, 2019 Jul 24, 2019
180 Wealth Advisors LLC 5,688 $257k Jun 30, 2019 Aug 5, 2019
Colonial Trust Advisors Inc 5,648 $256k Jun 30, 2019 Aug 21, 2019
RB Capital Management LLC 5,603 $254k Jun 30, 2019 Aug 7, 2019
LaSalle Street Capital Management LLC 5,611 $254k Jun 30, 2019 Aug 8, 2019
RDL Financial Inc 5,564 $252k Jun 30, 2019 Jul 17, 2019
BSW Wealth Partners LLC 5,512 $250k Jun 30, 2019 Aug 13, 2019
Mitchell Mcleod PUGH & Williams Inc 5,505 $250k Jun 30, 2019 Jul 9, 2019
Quadrant Private Wealth Management LLC 5,500 $249k Jun 30, 2019 Aug 13, 2019
Bristlecone Advisors LLC 5,424 $246k Jun 30, 2019 Jul 19, 2019
Lehman Financial Resources Inc 3,949 $245k Sep 30, 2018 Nov 14, 2018
Darrell & King LLC 5,400 $245k Jun 30, 2019 Aug 15, 2019
Rodgers Brothers Inc 5,373 $244k Jun 30, 2019 Aug 14, 2019
Alpha Windward LLC 5,375 $244k Jun 30, 2019 Jul 30, 2019
SRB Corporation 5,359 $243k Jun 30, 2019 Aug 14, 2019
Mcrae Capital Management Inc 5,300 $240k Jun 30, 2019 Jul 29, 2019
Stony Point Wealth Management Inc 5,395 $238k Jun 30, 2019 Jul 23, 2019
Carderock Capital Management Inc 5,250 $238k Jun 30, 2019 Jul 15, 2019
Winslow Asset Management Inc 5,256 $238k Jun 30, 2019 Jul 29, 2019
Private Wealth Advisors Inc 5,229 $237k Jun 30, 2019 Aug 7, 2019
Zebra Capital Management LLC 5,222 $237k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 5,229 $237k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 5,229 $237k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 5,229 $237k Jun 30, 2019 Aug 7, 2019
Wright Investors Service Inc 5,127 $233k Jun 30, 2019 Aug 1, 2019
Osborne Partners Capital Management LLC 5,139 $233k Jun 30, 2019 Jul 18, 2019
Windsor Capital Management LLC 5,062 $229k Jun 30, 2019 Aug 2, 2019
Harvest Management LLC 5,000 $227k Put Jun 30, 2019 Jul 24, 2019
Hexavest Inc 4,930 $224k Jun 30, 2019 Jul 10, 2019
Biegel & Waller LLC 4,800 $218k Jun 30, 2019 Jul 23, 2019
GHP Investment Advisors Inc 4,785 $217k Jun 30, 2019 Aug 2, 2019
Spearhead Capital Advisors LLC 4,757 $216k Jun 30, 2019 Jul 17, 2019
Measured Wealth Private Client Group LLC 4,756 $216k Jun 30, 2019 Jul 26, 2019
Probity Advisors Inc 4,698 $213k Jun 30, 2019 Aug 8, 2019
Hourglass Capital LLC 4,649 $211k Jun 30, 2019 Aug 12, 2019
Cidel Asset Management Inc 4,650 $211k Jun 30, 2019 Aug 12, 2019
Premier Asset Management LLC 4,661 $211k Jun 30, 2019 Aug 7, 2019
GSB Wealth Management LLC 4,600 $209k Jun 30, 2019 Aug 9, 2019
Donald L Hagan LLC 4,550 $206k Jun 30, 2019 Jul 18, 2019
Alpha Cubed Investments LLC 4,537 $206k Jun 30, 2019 Jul 19, 2019
Bridgeworth LLC 4,478 $203k Jun 30, 2019 Jul 25, 2019
Leonard Rickey Investment Advisors PLLC 4,446 $202k Jun 30, 2019 Jul 10, 2019
Penobscot Investment Management Company Inc 4,300 $195k Jun 30, 2019 Aug 2, 2019
Kavar Capital Partners LLC 4,275 $194k Jun 30, 2019 Aug 1, 2019
Cedar Wealth Management LLC 4,200 $190k Jun 30, 2019 Jul 24, 2019
Security Asset Management Inc 4,183 $190k Jun 30, 2019 Aug 6, 2019
Stevens First Principles Investment Advisors 3,931 $178k Jun 30, 2019 Jul 22, 2019
The Central Trust Bank 3,821 $173k Jun 30, 2019 Jul 16, 2019
Cribstone Capital Management LLC 3,571 $162k Jun 30, 2019 Jul 22, 2019
Lifeplan Financial Group Inc 3,542 $161k Jun 30, 2019 Jul 15, 2019
Spinnaker Investment Group LLC 3,518 $159k Jun 30, 2019 Jul 11, 2019
The Pacific Center FOR Financial Services 2,590 $117k Jun 30, 2019 Aug 15, 2019
MARK Sheptoff Financial Planning LLC 2,476 $112k Jun 30, 2019 Aug 12, 2019
Nelson Roberts Investment Advisors LLC 2,318 $105k Jun 30, 2019 Jul 25, 2019
Cowen Prime Services LLC 2,100 $95k Jun 30, 2019 Jul 31, 2019
Hilton Capital Management LLC 1,875 $85k Jun 30, 2019 Aug 14, 2019
Larson Financial Group LLC 1,732 $79k Jun 30, 2019 Jul 16, 2019
Thomas J Herzfeld Advisors Inc 1,700 $77k Jun 30, 2019 Aug 13, 2019
Tower VIEW Investment Management & Research LLC 1,679 $76k Jun 30, 2019 Jul 17, 2019
Cranbrook Wealth Management LLC 1,654 $75k Jun 30, 2019 Aug 7, 2019
Seabridge Investment Advisors LLC 1,633 $74k Jun 30, 2019 Jul 18, 2019
Tortoise Investment Management LLC 1,608 $73k Jun 30, 2019 Aug 7, 2019
New Potomac Partners LLC 1,400 $63k Jun 30, 2019 Jul 26, 2019
Regent Investment Management LLC 1,300 $59k Jun 30, 2019 Jul 15, 2019
Ellevest Inc 1,136 $52k Jun 30, 2019 Aug 20, 2019
Arbor Wealth Management LLC 930 $42k Jun 30, 2019 Jul 16, 2019
Hollencrest Capital Management LLC 782 $35k Jun 30, 2019 Jul 18, 2019
Partnervest Advisory Services LLC 600 $27k Jun 30, 2019 Aug 7, 2019
Lombard Odier Transatlantic Limited 500 $27k Sep 30, 2016 Nov 14, 2016
Shamrock Asset Management LLC 433 $20k Jun 30, 2019 Aug 9, 2019
Arlington Partners LLC 400 $18k Jun 30, 2019 Jul 10, 2019
and Wealth Partners LLC 7,500 $6k Put Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 7,500 $6k Put Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 100 $5k Jun 30, 2019 Jul 3, 2019
Permanens Capital LP 102 $5k Jun 30, 2019 Aug 9, 2019
Summit Financial LLC 100 $5k Jun 30, 2019 Jul 3, 2019
Accurate Investment Solutions Inc 77 $4k Jun 30, 2019 Jul 12, 2019
Kovack Advisors Inc 5 $1k Put Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 5 $1k Put Jun 30, 2019 Aug 14, 2019
Independent Advisor Alliance LLC 5,048 $0k Jun 30, 2019 Aug 12, 2019

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