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CSX CORP
(126408103)

Funds Reporting Holdings of CSX CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Mantle Ridge LP 38,054,889 $2,944,307k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 24,512 $1,330,000k Sep 30, 2017 Nov 14, 2017
Janus Capital Management LLC 12,581,594 $585,673k Mar 31, 2017 May 16, 2017
Egerton Capital UK LLP 6,635,458 $513,385k Jun 30, 2019 Aug 13, 2019
CI Global Investments Inc 6,727,338 $498,159k Sep 30, 2018 Nov 9, 2018
Renaissance Technologies LLC 3,036,900 $234,965k Jun 30, 2019 Aug 12, 2019
Steadfast Capital Management LP 2,717,723 $210,270k Jun 30, 2019 Aug 14, 2019
Mawer Investment Management Ltd 2,528,205 $195,607k Jun 30, 2019 Aug 6, 2019
RWC Asset Management LLP 1,085,778 $84,007k Jun 30, 2019 Aug 13, 2019
Magellan Asset Management Limited 1,063,397 $82,275k Jun 30, 2019 Aug 13, 2019
Capital Guardian Trust Company 900,987 $69,647k Jun 30, 2019 Aug 14, 2019
Perkins Investment Management LLC 1,257,886 $58,555k Mar 31, 2017 May 15, 2017
Suvretta Capital Management LLC 708,204 $54,794k Jun 30, 2019 Aug 14, 2019
RE Advisers Corporation 568,100 $43,954k Jun 30, 2019 Aug 12, 2019
Panagora Asset Management Inc 424,469 $32,841k Jun 30, 2019 Aug 9, 2019
Point72 Asset Management LP 400,000 $30,948k Call Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 348,375 $26,954k Jun 30, 2019 Jul 15, 2019
Clark Capital Management Group Inc 337,059 $26,078k Jun 30, 2019 Jul 12, 2019
Cohen & Steers Capital Management Inc 497,838 $16,488k Mar 31, 2015 May 15, 2015
Dupont Capital Management Corp 211,298 $16,348k Jun 30, 2019 Jul 30, 2019
Valinor Management LP 194,851 $15,076k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 182,694 $14,135k Jun 30, 2019 Jul 29, 2019
Founders Capital Management Inc 167,256 $12,941k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 167,256 $12,941k Jun 30, 2019 Jul 11, 2019
Sunriver Management LLC 160,430 $12,412k Jun 30, 2019 Aug 14, 2019
Stevens First Principles Investment Advisors 142,895 $11,056k Jun 30, 2019 Jul 22, 2019
Taurus Asset Management LLC 137,100 $10,607k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 126,144 $9,760k Jun 30, 2019 Aug 12, 2019
Castleark Management LLC 124,643 $9,644k Jun 30, 2019 Aug 13, 2019
Cramer Rosenthal Mcglynn LLC 124,535 $9,635k Jun 30, 2019 Aug 13, 2019
Cambridge Investment Research Advisors Inc 122,261 $9,459k Jun 30, 2019 Aug 15, 2019
Decatur Capital Management Inc 120,825 $9,348k Jun 30, 2019 Jul 24, 2019
Cohen Capital Management Inc 102,822 $7,955k Jun 30, 2019 Aug 7, 2019
First Manhattan Co 101,932 $7,886k Jun 30, 2019 Aug 16, 2019
Edgestream Partners LP 101,528 $7,855k Jun 30, 2019 Aug 8, 2019
Markston International LLC 97,616 $7,553k Jun 30, 2019 Aug 6, 2019
GHP Investment Advisors Inc 92,617 $7,166k Jun 30, 2019 Aug 2, 2019
Cardan Capital Partners LLC 92,597 $7,164k Jun 30, 2019 Jul 16, 2019
Gibraltar Capital Management Inc 91,442 $7,075k Jun 30, 2019 Jul 17, 2019
DSAM Partners London Ltd 91,199 $7,056k Jun 30, 2019 Aug 14, 2019
Dalton Greiner Hartman Maher & Co LLC 85,930 $6,648k Jun 30, 2019 Jul 10, 2019
The Leuthold Group LLC 79,276 $6,134k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisors Inc 80,900 $6,053k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 80,900 $6,053k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 80,900 $6,053k Mar 31, 2019 May 13, 2019
BLB & B Advisors LLC 77,981 $6,033k Jun 30, 2019 Jul 29, 2019
AULL & Monroe Investment Management Corp 76,404 $5,911k Jun 30, 2019 Jul 29, 2019
Sandell Asset Management Corp 75,200 $5,818k Jun 30, 2019 Aug 14, 2019
DUFF & Phelps Investment Management Co 69,973 $5,414k Jun 30, 2019 Aug 2, 2019
Interocean Capital LLC 67,767 $5,243k Jun 30, 2019 Aug 13, 2019
Northcoast Asset Management LLC 62,711 $4,854k Jun 30, 2019 Aug 14, 2019
SFMG LLC 68,574 $4,729k Jun 30, 2019 Aug 5, 2019
EFG Asset Management Americas Corp 58,096 $4,495k Jun 30, 2019 Jul 9, 2019
Brandywine Global Investment Management LLC 53,919 $4,172k Jun 30, 2019 Aug 14, 2019
Permanens Capital LP 53,225 $4,118k Jun 30, 2019 Aug 9, 2019
Murphy Capital Management Inc 52,783 $4,083k Jun 30, 2019 Jul 22, 2019
Origin Asset Management LLP 50,700 $3,923k Jun 30, 2019 Aug 9, 2019
Bennicas & Associates Inc 47,175 $3,650k Jun 30, 2019 Jul 12, 2019
Cfo4Life Group LLC 46,961 $3,633k Jun 30, 2019 Jul 29, 2019
Appleton Partners Inc 45,639 $3,531k Jun 30, 2019 Jul 25, 2019
Bowling Portfolio Management LLC 45,168 $3,495k Jun 30, 2019 Jul 25, 2019
BKD Wealth Advisors LLC 43,477 $3,364k Jun 30, 2019 Jul 10, 2019
Cottage Street Advisors LLC 43,040 $3,330k Jun 30, 2019 Aug 2, 2019
ICON Advisers Inc 41,650 $3,222k Jun 30, 2019 Aug 2, 2019
Perella Weinberg Partners Capital Management LP 40,612 $3,142k Jun 30, 2019 Jul 22, 2019
The Rock Creek Group LP 38,036 $2,943k Jun 30, 2019 Aug 14, 2019
BTR Capital Management Inc 37,420 $2,895k Jun 30, 2019 Jul 18, 2019
The London Company of Virginia LLC 36,302 $2,809k Jun 30, 2019 Aug 14, 2019
Horizon Investment Services LLC 35,322 $2,733k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 35,322 $2,733k Jun 30, 2019 Aug 13, 2019
ARP Americas LP 35,237 $2,726k Jun 30, 2019 Jul 29, 2019
Wellington Shields Capital Management LLC 33,150 $2,565k Jun 30, 2019 Aug 8, 2019
Wakefield Asset Management LLLP 32,797 $2,538k Jun 30, 2019 Aug 13, 2019
Skylands Capital LLC 32,500 $2,515k Jun 30, 2019 Jul 29, 2019
Sentry Investment Management LLC 31,898 $2,468k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 31,898 $2,468k Jun 30, 2019 Aug 12, 2019
Sanders Morris Harris LLC 30,000 $2,350k Jun 30, 2019 Jul 10, 2019
Meritage Portfolio Management Inc 30,199 $2,336k Jun 30, 2019 Jul 30, 2019
Augustine Asset Management Inc 28,884 $2,235k Jun 30, 2019 Aug 5, 2019
Ancora Family Wealth Advisors LLC 70,565 $2,152k Sep 30, 2016 Nov 4, 2016
Twin Capital Management Inc 25,670 $1,986k Jun 30, 2019 Aug 1, 2019
Guardian Investment Management LLC 24,230 $1,974k Jun 30, 2019 Aug 16, 2019
Butensky & Cohen Financial Security Inc 25,437 $1,968k Jun 30, 2019 Jul 12, 2019
New England Research & Management Inc 24,275 $1,878k Jun 30, 2019 Jul 9, 2019
Congress Park Capital LLC 26,455 $1,824k Jun 30, 2019 Aug 2, 2019
Clearstead Advisors LLC 22,992 $1,779k Jun 30, 2019 Aug 8, 2019
Magnetar Financial LLC 22,683 $1,755k Jun 30, 2019 Aug 14, 2019
Bristlecone Advisors LLC 21,416 $1,657k Jun 30, 2019 Jul 19, 2019
Beese Fulmer Investment Management Inc 19,737 $1,527k Jun 30, 2019 Jul 5, 2019
Sawgrass Asset Management LLC 19,640 $1,520k Jun 30, 2019 Jul 23, 2019
Prelude Capital Management LLC 19,000 $1,470k Put Jun 30, 2019 Aug 14, 2019
Ferguson Wellman Capital Management Inc 18,573 $1,437k Jun 30, 2019 Jul 16, 2019
Brightworth LLC 18,396 $1,423k Jun 30, 2019 Jul 31, 2019
PRIO Wealth Limited Partnership 17,802 $1,377k Jun 30, 2019 Jul 18, 2019
Whitnell & Co 17,600 $1,362k Jun 30, 2019 Jul 16, 2019
Woodmont Investment Counsel LLC 17,332 $1,341k Jun 30, 2019 Aug 14, 2019
Dowling & Yahnke LLC 17,200 $1,331k Jun 30, 2019 Jul 22, 2019
Gideon Capital Advisors Inc 16,748 $1,296k Jun 30, 2019 Aug 14, 2019
Marshwinds Advisory Company 19,606 $1,218k Dec 31, 2018 Jan 7, 2019
Wealthtrust Axiom LLC 15,659 $1,211k Jun 30, 2019 Aug 7, 2019
Savant Capital LLC 15,422 $1,193k Jun 30, 2019 Aug 6, 2019
Family Legacy Inc 14,465 $1,119k Jun 30, 2019 Jul 25, 2019
Chatham Capital Group Inc 14,300 $1,106k Jun 30, 2019 Jul 24, 2019
The WEIL Company 14,100 $1,091k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 13,478 $1,043k Jun 30, 2019 Aug 14, 2019
BOYS Arnold & Company Inc 13,452 $1,041k Jun 30, 2019 Aug 1, 2019
OFI Advisors LLC 37,026 $996k Sep 30, 2015 Nov 16, 2015
Clifford SWAN Investment Counsel LLC 12,829 $993k Jun 30, 2019 Aug 13, 2019
RAAB & Moskowitz Asset Management LLC 12,329 $953k Jun 30, 2019 Aug 9, 2019
Wendell David Associates Inc 12,156 $941k Jun 30, 2019 Jul 16, 2019
Gables Capital Management Inc 11,800 $913k Jun 30, 2019 Jul 31, 2019
Wellington Shields & Co LLC 11,800 $913k Jun 30, 2019 Aug 8, 2019
Teza Capital Management LLC 11,651 $901k Jun 30, 2019 Aug 8, 2019
Vista Investment Management LLC 11,360 $879k Jun 30, 2019 Aug 14, 2019
The Financial Consulate Inc 11,130 $861k Jun 30, 2019 Jul 24, 2019
Acadian Asset Management LLC 11,053 $855k Jun 30, 2019 Aug 8, 2019
UNIO Capital LLC 10,640 $834k Jun 30, 2019 Aug 14, 2019
Altfest L J & Co Inc 10,427 $807k Jun 30, 2019 Jul 15, 2019
Lyell Wealth Management LP 10,248 $793k Jun 30, 2019 Aug 1, 2019
Spears Abacus Advisors LLC 10,223 $791k Jun 30, 2019 Aug 9, 2019
Richard Bernstein Advisors LLC 10,209 $789k Jun 30, 2019 Aug 9, 2019
Benin Management Corp 9,900 $766k Jun 30, 2019 Jul 31, 2019
Managed Account Advisors LLC 23,369 $763k Jun 30, 2015 Aug 14, 2015
Calamos Wealth Management LLC 9,741 $754k Jun 30, 2019 Aug 7, 2019
Westfield Capital Management Company LP 9,530 $737k Jun 30, 2019 Aug 13, 2019
Pacific Global Investment Management Co 9,468 $733k Jun 30, 2019 Aug 14, 2019
The Northstar Group Inc 9,431 $730k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 9,431 $730k Jun 30, 2019 Jul 12, 2019
The Central Trust Bank 9,428 $729k Jun 30, 2019 Jul 16, 2019
Howland Capital Management LLC 9,410 $728k Jun 30, 2019 Jul 17, 2019
Valmark Advisers Inc 9,350 $723k Jun 30, 2019 Aug 7, 2019
Grandfield & DODD LLC 9,100 $704k Jun 30, 2019 Jul 29, 2019
Abbot Financial Management Inc 9,032 $699k Jun 30, 2019 Aug 8, 2019
Harvest Capital Management Inc 8,850 $684k Jun 30, 2019 Aug 7, 2019
Acorn Wealth Advisors LLC 10,150 $676k Jun 30, 2019 Aug 14, 2019
Brave Asset Management Inc 8,718 $675k Jun 30, 2019 Aug 5, 2019
KCS Wealth Advisory LLC 8,705 $673k Jun 30, 2019 Jul 29, 2019
Malaga COVE Capital LLC 8,673 $671k Jun 30, 2019 Aug 14, 2019
Independence Advisors LLC 8,592 $665k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 8,592 $665k Jun 30, 2019 Aug 12, 2019
Jackson Grant Investment Advisers Inc 8,483 $656k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 8,388 $649k Jun 30, 2019 Aug 6, 2019
Impax Asset Management LLC 10,055 $641k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 10,055 $641k Jun 30, 2018 Aug 14, 2018
The Rikoon Group LLC 8,139 $630k Jun 30, 2019 Aug 6, 2019
Cornerstone Advisory LLC 8,065 $624k Jun 30, 2019 Aug 8, 2019
Goelzer Investment Management Inc 8,028 $621k Jun 30, 2019 Jul 29, 2019
Mairs and Power Inc 7,950 $615k Jun 30, 2019 Aug 14, 2019
Strategic Financial Services Inc 7,880 $610k Jun 30, 2019 Aug 13, 2019
IHT Wealth Management LLC 7,827 $606k Jun 30, 2019 Aug 12, 2019
Edgemoor Investment Advisors Inc 7,683 $594k Jun 30, 2019 Aug 9, 2019
Becker Capital Management Inc 7,610 $589k Jun 30, 2019 Aug 8, 2019
CPWM LLC 7,548 $584k Jun 30, 2019 Aug 2, 2019
Argyle Capital Management Inc 7,524 $582k Jun 30, 2019 Jul 25, 2019
Intersect Capital LLC 7,514 $581k Jun 30, 2019 Aug 9, 2019
MARK Sheptoff Financial Planning LLC 7,450 $576k Jun 30, 2019 Aug 12, 2019
NWAM LLC 7,417 $574k Jun 30, 2019 Jul 18, 2019
KMS Financial Services Inc 17,770 $570k Sep 30, 2014 Nov 17, 2014
Meristem Family Wealth LLC 7,310 $566k Jun 30, 2019 Aug 6, 2019
Steigerwald Gordon & KOCH Inc 7,252 $561k Jun 30, 2019 Jul 15, 2019
Tokio Marine Asset Management USA Ltd 7,240 $560k Jun 30, 2019 Jul 25, 2019
Connecticut Wealth Management LLC 7,231 $559k Jun 30, 2019 Jul 29, 2019
Folger Nolan Fleming Douglas Capital Management Inc 7,000 $542k Jun 30, 2019 Aug 9, 2019
Southeast Asset Advisors Inc 6,973 $540k Jun 30, 2019 Aug 14, 2019
Hall Capital Management Company Inc 6,786 $525k Jun 30, 2019 Aug 14, 2019
Moloney Securities Asset Management LLC 6,667 $516k Jun 30, 2019 Jul 29, 2019
Colonial Trust Advisors Inc 6,642 $514k Jun 30, 2019 Aug 21, 2019
Parsec Financial Management Inc 6,520 $504k Jun 30, 2019 Jul 23, 2019
Torch Wealth Management LLC 6,407 $496k Jun 30, 2019 Aug 2, 2019
Cadinha & Co LLC 6,387 $494k Jun 30, 2019 Aug 9, 2019
Choate Investment Advisors LLC 6,291 $487k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 6,268 $485k Jun 30, 2019 Jul 12, 2019
LOWE Brockenbrough & Company Inc 6,005 $465k Jun 30, 2019 Aug 12, 2019
Ausdal Financial Partners Inc 6,491 $456k Jun 30, 2019 Aug 5, 2019
Bingham Osborn & Scarborough LLC 5,710 $442k Jun 30, 2019 Aug 2, 2019
Frontier Wealth Management LLC 5,701 $441k Jun 30, 2019 Aug 16, 2019
Bigelow Investment Advisors LLC 5,675 $439k Jun 30, 2019 Jul 17, 2019
Clear Harbor Asset Management LLC 5,623 $435k Jun 30, 2019 Jul 22, 2019
Crescent Grove Advisors LLC 5,500 $426k Jun 30, 2019 Aug 6, 2019
Evermay Wealth Management LLC 5,454 $422k Jun 30, 2019 Jul 23, 2019
Tufton Capital Management LLC 5,300 $410k Jun 30, 2019 Jul 26, 2019
The Caprock Group Inc 5,096 $394k Jun 30, 2019 Jul 23, 2019
JGP Wealth Management LLC 5,094 $394k Jun 30, 2019 Jul 15, 2019
Westover Capital Advisors LLC 5,048 $391k Jun 30, 2019 Aug 13, 2019
Brookstone Capital Management LLC 5,001 $387k Jun 30, 2019 Jul 25, 2019
Oliver Luxxe Assets LLC 4,910 $379k Jun 30, 2019 Jul 10, 2019
Tiedemann Advisors LLC 4,691 $363k Jun 30, 2019 Aug 13, 2019
Calton & Associates Inc 4,670 $361k Jun 30, 2019 Jul 9, 2019
Harvey Investment Company LLC 4,662 $361k Jun 30, 2019 Jul 16, 2019
Mitchell Mcleod PUGH & Williams Inc 4,665 $361k Jun 30, 2019 Jul 9, 2019
Waters Parkerson & Co LLC 4,650 $360k Jun 30, 2019 Aug 6, 2019
Tocqueville Asset Management LP 4,656 $360k Jun 30, 2019 Jul 31, 2019
Tiemann Investment Advisors LLC 4,577 $354k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 4,568 $353k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 4,510 $349k Jun 30, 2019 Jul 19, 2019
Ashfield Capital Partners LLC 4,500 $348k Jun 30, 2019 Jul 29, 2019
TDAM USA Inc 4,454 $345k Jun 30, 2019 Aug 1, 2019
Successful Portfolios LLC 4,432 $343k Jun 30, 2019 Jul 11, 2019
Capital Investment Counsel Inc 4,362 $337k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 4,362 $337k Jun 30, 2019 Jul 26, 2019
RFG Advisory LLC 4,276 $329k Jun 30, 2019 Aug 23, 2019
RB Capital Management LLC 4,148 $321k Jun 30, 2019 Aug 7, 2019
Westbourne Investment Advisors Inc 4,130 $320k Jun 30, 2019 Jul 22, 2019
Nelson Roberts Investment Advisors LLC 4,083 $316k Jun 30, 2019 Jul 25, 2019
Homrich & BERG Inc 4,043 $313k Jun 30, 2019 Aug 5, 2019
Harwood Advisory Group LLC 4,014 $311k Jun 30, 2019 Aug 7, 2019
Wheatland Advisors Inc 4,000 $309k Jun 30, 2019 Aug 7, 2019
Altium Wealth Management LLC 3,979 $308k Jun 30, 2019 Jul 18, 2019
YHB Investment Advisors Inc 3,962 $307k Jun 30, 2019 Jul 15, 2019
Barry Investment Advisors LLC 3,946 $305k Jun 30, 2019 Jul 26, 2019
Wealth Alliance Advisory Group LLC 3,840 $301k Jun 30, 2019 Jul 17, 2019
Navellier & Associates Inc 3,800 $294k Jun 30, 2019 Jul 17, 2019
SOL Capital Management Co 3,800 $294k Jun 30, 2019 Jul 17, 2019
Barrett Asset Management LLC 3,782 $293k Jun 30, 2019 Aug 5, 2019
ZWJ Investment Counsel Inc 3,706 $287k Jun 30, 2019 Jul 24, 2019
Wellesley Investment Partners LLC 3,604 $278k Jun 30, 2019 Aug 5, 2019
180 Wealth Advisors LLC 4,038 $274k Jun 30, 2019 Aug 5, 2019
Steinberg Global Asset Management Ltd 3,645 $273k Mar 31, 2019 Apr 24, 2019
Heritage Investment Group Inc 3,525 $273k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 3,525 $273k Jun 30, 2019 Aug 13, 2019
Arrowmark Colorado Holdings LLC 3,490 $270k Jun 30, 2019 Aug 14, 2019
EP Wealth Advisors LLC 3,463 $268k Jun 30, 2019 Aug 27, 2019
West Branch Capital LLC 3,438 $266k Jun 30, 2019 Aug 5, 2019
Hallmark Capital Management Inc 3,425 $265k Jun 30, 2019 Aug 8, 2019
NTV Asset Management LLC 3,417 $264k Jun 30, 2019 Jul 29, 2019
First Heartland Consultants Inc 3,395 $263k Jun 30, 2019 Aug 12, 2019
Horizon Investments LLC 3,327 $257k Jun 30, 2019 Aug 14, 2019
Personal Capital Advisors Corporation 3,319 $257k Jun 30, 2019 Aug 14, 2019
SRB Corporation 3,312 $256k Jun 30, 2019 Aug 14, 2019
Whitebox Advisors LLC 3,297 $255k Jun 30, 2019 Aug 14, 2019
Hamilton Point Investment Advisors LLC 3,300 $255k Jun 30, 2019 Jul 18, 2019
Perritt Capital Management Inc 3,266 $253k Jun 30, 2019 Aug 13, 2019
Aldebaran Financial Inc 3,254 $252k Jun 30, 2019 Aug 14, 2019
Summit Financial Group Inc 3,257 $252k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 3,257 $252k Jun 30, 2019 Jul 3, 2019
Hanseatic Management Services Inc 3,189 $247k Jun 30, 2019 Jul 19, 2019
Dedora Capital Inc 3,159 $244k Jun 30, 2019 Aug 8, 2019
Bridgeworth LLC 3,129 $242k Jun 30, 2019 Jul 25, 2019
Advisory Alpha LLC 3,339 $235k Jun 30, 2019 Aug 16, 2019
LEE Danner & BASS Inc 3,025 $234k Jun 30, 2019 Jul 30, 2019
White Pine Capital LLC 3,008 $233k Jun 30, 2019 Aug 14, 2019
Flippin Bruce & Porter Inc 3,000 $232k Jun 30, 2019 Aug 6, 2019
HIGH Falls Advisors Inc 3,000 $232k Jun 30, 2019 Aug 15, 2019
Smith & Howard Wealth Management LLC 3,000 $232k Jun 30, 2019 Jul 23, 2019
Coyle Financial Counsel LLC 2,988 $231k Jun 30, 2019 Aug 13, 2019
Lakeview Capital Partners LLC 2,941 $228k Jun 30, 2019 Aug 5, 2019
Douglas Lane & Associates LLC 2,897 $224k Jun 30, 2019 Jul 8, 2019
Affinity Investment Advisors LLC 2,873 $222k Jun 30, 2019 Aug 8, 2019
Canal Capital Management LLC 2,833 $219k Jun 30, 2019 Jul 31, 2019
Modera Wealth Management LLC 2,822 $218k Jun 30, 2019 Aug 7, 2019
Stewart & Patten Co LLC 2,800 $217k Jun 30, 2019 Jul 17, 2019
Douglass Winthrop Advisors LLC 2,798 $216k Jun 30, 2019 Jul 10, 2019
Strategic Global Advisors LLC 2,710 $210k Jun 30, 2019 Aug 13, 2019
Montag A & Associates Inc 2,700 $209k Jun 30, 2019 Aug 6, 2019
Court Place Advisors LLC 2,668 $206k Jun 30, 2019 Jul 30, 2019
DAY & Ennis LLC 2,644 $205k Jun 30, 2019 Aug 2, 2019
Guardian Capital Advisors LP 2,600 $204k Jun 30, 2019 Aug 14, 2019
Burleson & Company LLC 3,000 $203k Jun 30, 2019 Aug 5, 2019
Congress Asset Management Company LLP 2,602 $201k Jun 30, 2019 Aug 7, 2019
Pratt Collard Advisory Partners LLC 2,590 $200k Jun 30, 2019 Jul 16, 2019
ALL Terrain Financial Advisors LLC 1,711 $132k Jun 30, 2019 Aug 14, 2019
ODEY Asset Management LLP 1,600 $124k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 1,523 $118k Jun 30, 2019 Jul 29, 2019
Payden & Rygel 1,500 $116k Jun 30, 2019 Aug 6, 2019
Acropolis Investment Management LLC 1,446 $112k Jun 30, 2019 Jul 11, 2019
Financial Advantage Inc 1,390 $107k Jun 30, 2019 Jul 23, 2019
Clearbridge Investments LLC 1,618 $101k Dec 31, 2018 Feb 14, 2019
Prime Capital Investment Advisors LLC 1,122 $87k Jun 30, 2019 Aug 6, 2019
Arbor Wealth Management LLC 825 $64k Jun 30, 2019 Jul 16, 2019
Mcmillion Capital Management Inc 670 $52k Jun 30, 2019 Jul 25, 2019
1919 Investment Counsel LLC 1,500 $49k Sep 30, 2014 Nov 14, 2014
West Oak Capital LLC 400 $31k Jun 30, 2019 Jul 12, 2019
Cipher Capital LP 337 $26k Jun 30, 2019 Aug 13, 2019
The Pacific Center FOR Financial Services 323 $25k Jun 30, 2019 Aug 15, 2019
ST Johns Investment Management Company LLC 300 $23k Jun 30, 2019 Jul 24, 2019
First National Corporation 287 $22k Jun 30, 2019 Jul 22, 2019
Cribstone Capital Management LLC 227 $18k Jun 30, 2019 Jul 22, 2019
FFCM LLC 220 $17k Jun 30, 2019 Jul 30, 2019
Focused Wealth Management Inc 150 $12k Jun 30, 2019 Jul 19, 2019
Spiderrock Advisors LLC 3,100 $8k Put Jun 30, 2019 Jul 29, 2019
The Fiduciary Group LLC 44 $3k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 7 $1k Jun 30, 2019 Aug 14, 2019

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