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 |