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Chevron Corp
(166764100)

Funds Reporting Holdings of Chevron Corp according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 114,828 $14,289,196k Jun 30, 2019 Aug 6, 2019
Rmsincerbeaux Capital Management LLC 4,750 $591,090k Jun 30, 2019 Aug 9, 2019
Charles Schwab Investment Advisory Inc 3,576,454 $445,054k Jun 30, 2019 Aug 12, 2019
Brandywine Global Investment Management LLC 2,488,248 $309,638k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 2,139,343 $266,220k Jun 30, 2019 Jul 30, 2019
The London Company of Virginia LLC 1,765,562 $219,706k Jun 30, 2019 Aug 14, 2019
MOON Capital Management LLC 1,681 $209,184k Jun 30, 2019 Jul 11, 2019
Schafer Cullen Capital Management Inc 1,490,715 $187,800k Jun 30, 2019 Jul 30, 2019
RE Advisers Corporation 1,253,500 $155,986k Jun 30, 2019 Aug 12, 2019
Santa Barbara Asset Management LLC 1,181,385 $145,523k Mar 31, 2019 May 14, 2019
Panagora Asset Management Inc 1,087,414 $135,318k Jun 30, 2019 Aug 9, 2019
Diamond Hill Capital Management Inc 1,073,256 $133,556k Jun 30, 2019 Aug 1, 2019
COHO Partners Ltd 918,527 $114,302k Jun 30, 2019 Aug 8, 2019
Confluence Investment Management LLC 910,872 $113,349k Jun 30, 2019 Jul 24, 2019
Janus Capital Management LLC 1,016,702 $109,163k Mar 31, 2017 May 16, 2017
Avalon Advisors LLC 825,087 $102,674k Jun 30, 2019 Aug 14, 2019
Hamlin Capital Management LLC 677,552 $84,315k Jun 30, 2019 Jul 22, 2019
Managed Account Advisors LLC 861,350 $83,094k Jun 30, 2015 Aug 14, 2015
Cornerstone Investment Partners LLC 653,513 $81,323k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 653,513 $81,323k Jun 30, 2019 Jul 19, 2019
Crawford Investment Counsel Inc 600,201 $74,689k Jun 30, 2019 Aug 12, 2019
Cullen Capital Management LLC 545,405 $67,870k Jun 30, 2019 Jul 30, 2019
Foresters Investment Management Company Inc 517,713 $64,424k Jun 30, 2019 Aug 12, 2019
Gabelli Funds LLC 503,322 $62,633k Jun 30, 2019 Aug 2, 2019
1919 Investment Counsel LLC 492,767 $58,798k Sep 30, 2014 Nov 14, 2014
NWQ Investment Management Company LLC 410,588 $51,094k Jun 30, 2019 Aug 14, 2019
Congress Asset Management Company LLP 398,597 $49,601k Jun 30, 2019 Aug 7, 2019
Personal Capital Advisors Corporation 391,265 $48,689k Jun 30, 2019 Aug 14, 2019
Cambiar Investors LLC 384,727 $47,875k Jun 30, 2019 Jul 25, 2019
RNC Capital Management LLC 375,096 $46,677k Jun 30, 2019 Jul 25, 2019
Deprince RACE & Zollo Inc 342,693 $42,645k Jun 30, 2019 Aug 13, 2019
Dodge & COX 339,631 $42,264k Jun 30, 2019 Aug 13, 2019
Atalanta Sosnoff Capital LLC 338,437 $42,115k Jun 30, 2019 Jul 15, 2019
Capital Guardian Trust Company 333,948 $41,476k Jun 30, 2019 Aug 14, 2019
Clark Capital Management Group Inc 326,945 $40,685k Jun 30, 2019 Jul 12, 2019
QS Investors LLC 316,120 $39,338k Jun 30, 2019 Aug 14, 2019
TODD Asset Management LLC 305,121 $37,970k Jun 30, 2019 Aug 6, 2019
Staley Capital Advisers Inc 299,448 $37,263k Jun 30, 2019 Aug 9, 2019
Ferguson Wellman Capital Management Inc 293,422 $36,513k Jun 30, 2019 Jul 16, 2019
Cambridge Investment Research Advisors Inc 291,093 $36,224k Jun 30, 2019 Aug 15, 2019
Bowen Hanes & Co Inc 268,240 $33,380k Jun 30, 2019 Aug 13, 2019
Clifford SWAN Investment Counsel LLC 262,668 $32,686k Jun 30, 2019 Aug 13, 2019
Waters Parkerson & Co LLC 257,468 $32,039k Jun 30, 2019 Aug 6, 2019
Davidson Investment Advisors Inc 254,244 $31,638k Jun 30, 2019 Aug 13, 2019
ZWJ Investment Counsel Inc 248,681 $30,946k Jun 30, 2019 Jul 24, 2019
Brandes Investment Partners LP 248,442 $30,916k Jun 30, 2019 Aug 13, 2019
River ROAD Asset Management LLC 246,560 $30,682k Jun 30, 2019 Aug 12, 2019
Janney Capital Management LLC 244,454 $30,420k Jun 30, 2019 Jul 29, 2019
Madison Investment Holdings Inc 242,952 $30,233k Jun 30, 2019 Aug 13, 2019
Mairs and Power Inc 241,579 $30,062k Jun 30, 2019 Aug 14, 2019
Perella Weinberg Partners Capital Management LP 235,087 $29,254k Jun 30, 2019 Jul 22, 2019
Dupont Capital Management Corp 233,731 $29,085k Jun 30, 2019 Jul 30, 2019
Stack Financial Management Inc 223,506 $27,813k Jun 30, 2019 Jul 30, 2019
Northcoast Asset Management LLC 222,324 $27,729k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 221,794 $27,600k Jun 30, 2019 Aug 12, 2019
Rossmore Private Capital LLC 213,536 $26,572k Jun 30, 2019 Aug 5, 2019
Woodley Farra Manion Portfolio Management Inc 212,381 $26,429k Jun 30, 2019 Aug 12, 2019
Gillespie Robinson & Grimm Inc 210,899 $26,244k Jun 30, 2019 Jul 22, 2019
RPG Investment Advisory LLC 208,827 $26,028k Jun 30, 2019 Jul 10, 2019
Signature Estate & Investment Advisors LLC 202,458 $25,194k Jun 30, 2019 Aug 1, 2019
Stumpf Capital Management LLC 202,396 $25,126k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 197,518 $24,579k Jun 30, 2019 Jul 31, 2019
Foundation Resource Management Inc 184,752 $22,991k Jun 30, 2019 Jul 10, 2019
Polaris Greystone Financial Group LLC 183,873 $22,955k Jun 30, 2019 Jul 25, 2019
Argent Capital Management LLC 178,962 $22,270k Jun 30, 2019 Aug 15, 2019
ICON Advisers Inc 173,700 $21,615k Jun 30, 2019 Aug 2, 2019
Willis Investment Counsel Inc 166,053 $20,664k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 165,019 $20,535k Jun 30, 2019 Jul 29, 2019
Parsec Financial Management Inc 150,136 $18,683k Jun 30, 2019 Jul 23, 2019
Wafra Inc 149,357 $18,586k Jun 30, 2019 Aug 14, 2019
Nippon Life Global Investors Americas Inc 143,960 $17,915k Jun 30, 2019 Jul 23, 2019
Ashfield Capital Partners LLC 143,689 $17,881k Jun 30, 2019 Jul 29, 2019
Howard Capital Management Inc 143,180 $17,817k Jun 30, 2019 Jul 24, 2019
Becker Capital Management Inc 142,929 $17,786k Jun 30, 2019 Aug 8, 2019
Williams Jones & Associates LLC 140,558 $17,491k Jun 30, 2019 Aug 14, 2019
Deroy & Devereaux Private Investment Counsel Inc 138,267 $17,206k Jun 30, 2019 Jul 22, 2019
OFI Advisors LLC 212,465 $16,759k Sep 30, 2015 Nov 16, 2015
Azimuth Capital Management LLC 133,631 $16,629k Jun 30, 2019 Aug 13, 2019
Global Financial Private Capital LLC 132,759 $16,521k Jun 30, 2019 Aug 14, 2019
Douglas Lane & Associates LLC 129,950 $16,171k Jun 30, 2019 Jul 8, 2019
SKBA Capital Management LLC 128,980 $16,050k Jun 30, 2019 Aug 12, 2019
Greystone Managed Investments Inc 128,846 $16,034k Jun 30, 2019 Jul 23, 2019
LOWE Brockenbrough & Company Inc 128,198 $15,953k Jun 30, 2019 Aug 12, 2019
Nikko Asset Management Americas Inc 120,354 $14,977k Jun 30, 2019 Jul 29, 2019
Sentry Investment Management LLC 119,346 $14,851k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 119,346 $14,851k Jun 30, 2019 Aug 12, 2019
BTR Capital Management Inc 118,249 $14,715k Jun 30, 2019 Jul 18, 2019
Twin Capital Management Inc 114,397 $14,236k Jun 30, 2019 Aug 1, 2019
Goelzer Investment Management Inc 112,864 $14,045k Jun 30, 2019 Jul 29, 2019
Front Barnett Associates LLC 112,847 $14,043k Jun 30, 2019 Aug 6, 2019
Smith Asset Management Group LP 112,660 $14,019k Jun 30, 2019 Aug 15, 2019
Klingenstein Fields & Co LLC 111,185 $13,836k Jun 30, 2019 Aug 12, 2019
Badgley Phelps and Bell Inc 108,789 $13,538k Jun 30, 2019 Jul 30, 2019
American Investment Services Inc 107,635 $13,394k Jun 30, 2019 Aug 6, 2019
Churchill Management Corp 107,298 $13,352k Jun 30, 2019 Jul 10, 2019
The Burney Company 102,704 $12,780k Jun 30, 2019 Aug 12, 2019
Arosa Capital Management LP 100,188 $12,467k Jun 30, 2019 Aug 14, 2019
Pacific Heights Asset Management LLC 100,000 $12,444k Jun 30, 2019 Jul 23, 2019
Stokes & Hubbell Capital Management LLC 100,385 $12,365k Mar 31, 2019 Apr 24, 2019
Montag A & Associates Inc 96,177 $11,968k Jun 30, 2019 Aug 6, 2019
Flippin Bruce & Porter Inc 95,745 $11,914k Jun 30, 2019 Aug 6, 2019
Cypress Capital Management LLC 94,952 $11,816k Jun 30, 2019 Aug 5, 2019
Cadinha & Co LLC 94,937 $11,814k Jun 30, 2019 Aug 9, 2019
The Bollard Group LLC 94,077 $11,707k Jun 30, 2019 Aug 13, 2019
Eagle Global Advisors LLC 93,759 $11,667k Jun 30, 2019 Aug 13, 2019
Carret Asset Management LLC 93,247 $11,604k Jun 30, 2019 Aug 12, 2019
Centenus Global Management LP 90,000 $11,200k Jun 30, 2019 Aug 14, 2019
Cutler Investment Counsel LLC 89,282 $11,110k Jun 30, 2019 Aug 5, 2019
Hennessy Advisors Inc 87,575 $10,898k Jun 30, 2019 Jul 11, 2019
Hoylecohen LLC 85,839 $10,682k Jun 30, 2019 Aug 9, 2019
Oak Asset Management LLC 83,683 $10,486k Jun 30, 2019 Jul 25, 2019
The Roosevelt Investment Group Inc 80,837 $10,059k Jun 30, 2019 Aug 8, 2019
Grandfield & DODD LLC 80,420 $10,008k Jun 30, 2019 Jul 29, 2019
Lourd Capital LLC 80,165 $9,976k Jun 30, 2019 Jul 11, 2019
TIG Advisors LLC 79,971 $9,952k Jun 30, 2019 Aug 30, 2019
Callahan Advisors LLC 78,754 $9,800k Jun 30, 2019 Jul 17, 2019
Tufton Capital Management LLC 78,491 $9,767k Jun 30, 2019 Jul 26, 2019
Guardian Capital Advisors LP 78,948 $9,738k Jun 30, 2019 Aug 14, 2019
CCM Investment Advisers LLC 76,419 $9,509k Jun 30, 2019 Aug 5, 2019
Howland Capital Management LLC 76,290 $9,494k Jun 30, 2019 Jul 17, 2019
Grassi Investment Management LLC 76,231 $9,486k Jun 30, 2019 Jul 10, 2019
BLB & B Advisors LLC 75,808 $9,434k Jun 30, 2019 Jul 29, 2019
Capwealth Advisors LLC 70,979 $8,833k Jun 30, 2019 Aug 13, 2019
Affinity Investment Advisors LLC 70,800 $8,810k Jun 30, 2019 Aug 8, 2019
Dearborn Partners LLC 69,798 $8,686k Jun 30, 2019 Jul 29, 2019
Mount Lucas Management LP 68,774 $8,558k Jun 30, 2019 Aug 14, 2019
Northpointe Capital LLC 68,439 $8,517k Jun 30, 2019 Jul 26, 2019
Buckley Wealth Management LLC 67,695 $8,424k Jun 30, 2019 Jul 19, 2019
Chesley TAFT & Associates LLC 67,667 $8,420k Jun 30, 2019 Jul 10, 2019
Dowling & Yahnke LLC 67,271 $8,371k Jun 30, 2019 Jul 22, 2019
DEAN Investment Associates LLC 66,324 $8,253k Jun 30, 2019 Aug 14, 2019
Violich Capital Management 65,929 $8,204k Jun 30, 2019 Jul 22, 2019
Chelsea Counsel Company 64,409 $8,143k Jun 30, 2018 Oct 3, 2018
USCA RIA LLC 63,951 $7,958k Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 63,089 $7,850k Jun 30, 2019 Jul 18, 2019
TDAM USA Inc 62,930 $7,831k Jun 30, 2019 Aug 1, 2019
Steinberg Global Asset Management Ltd 63,529 $7,825k Mar 31, 2019 Apr 24, 2019
Adams Diversified Equity Fund Inc 61,400 $7,641k Jun 30, 2019 Jul 29, 2019
Folger Nolan Fleming Douglas Capital Management Inc 60,754 $7,560k Jun 30, 2019 Aug 9, 2019
Hamel Associates Inc 60,432 $7,520k Jun 30, 2019 Aug 5, 2019
Brightworth LLC 60,215 $7,493k Jun 30, 2019 Jul 31, 2019
Greenwood Gearhart Inc 60,042 $7,472k Jun 30, 2019 Aug 7, 2019
Calamos Wealth Management LLC 59,528 $7,408k Jun 30, 2019 Aug 7, 2019
Keystone Financial Planning Inc 58,936 $7,334k Jun 30, 2019 Aug 5, 2019
Douglass Winthrop Advisors LLC 58,447 $7,273k Jun 30, 2019 Jul 10, 2019
BOYS Arnold & Company Inc 58,160 $7,237k Jun 30, 2019 Aug 1, 2019
Beese Fulmer Investment Management Inc 58,040 $7,222k Jun 30, 2019 Jul 5, 2019
Private Wealth Partners LLC 57,778 $7,190k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 57,778 $7,190k Jun 30, 2019 Aug 6, 2019
American Research & Management Company 57,198 $7,118k Jun 30, 2019 Jul 18, 2019
Alley Company LLC 56,465 $7,027k Jun 30, 2019 Jul 30, 2019
Daiwa SB Investments Ltd 56,430 $6,951k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 56,430 $6,951k Mar 31, 2019 Apr 18, 2019
Kayne Anderson Rudnick Investment Management LLC 55,545 $6,913k Jun 30, 2019 Aug 14, 2019
Meridian Investment Counsel Inc 55,452 $6,900k Jun 30, 2019 Aug 13, 2019
Hourglass Capital LLC 55,096 $6,856k Jun 30, 2019 Aug 12, 2019
Southeast Asset Advisors Inc 55,060 $6,852k Jun 30, 2019 Aug 14, 2019
Morgan Dempsey Capital Management LLC 55,059 $6,852k Jun 30, 2019 Aug 8, 2019
Viking Fund Management LLC 54,600 $6,794k Jun 30, 2019 Jul 16, 2019
S & Co Inc 53,966 $6,716k Jun 30, 2019 Jul 23, 2019
Bowling Portfolio Management LLC 53,954 $6,714k Jun 30, 2019 Jul 25, 2019
KMS Financial Services Inc 55,852 $6,664k Sep 30, 2014 Nov 17, 2014
Channing Capital Management LLC 53,165 $6,616k Jun 30, 2019 Aug 14, 2019
WE Donoghue & Co LLC 52,814 $6,572k Jun 30, 2019 Jul 23, 2019
Buckhead Capital Management LLC 51,730 $6,437k Jun 30, 2019 Aug 1, 2019
EP Wealth Advisors LLC 51,368 $6,392k Jun 30, 2019 Aug 27, 2019
Castle Rock Wealth Management LLC 50,865 $6,326k Jun 30, 2019 Aug 8, 2019
Buckingham Asset Management LLC 50,817 $6,324k Jun 30, 2019 Aug 5, 2019
Murphy Capital Management Inc 50,521 $6,286k Jun 30, 2019 Jul 22, 2019
Ipswich Investment Management Company Inc 50,208 $6,248k Jun 30, 2019 Jul 11, 2019
Goodman Financial Corporation 50,084 $6,232k Jun 30, 2019 Aug 9, 2019
Strategic Financial Services Inc 50,053 $6,229k Jun 30, 2019 Aug 13, 2019
Cobiz Wealth LLC 49,680 $6,182k Jun 30, 2019 Jul 8, 2019
Cohen Capital Management Inc 49,230 $6,126k Jun 30, 2019 Aug 7, 2019
Castleark Alternatives LLC 48,925 $6,088k Jun 30, 2019 Aug 13, 2019
Bragg Financial Advisors Inc 48,798 $6,072k Jun 30, 2019 Aug 14, 2019
Smith Salley & Associates LLC 48,595 $6,047k Jun 30, 2019 Jul 12, 2019
Ancora Family Wealth Advisors LLC 58,614 $6,033k Sep 30, 2016 Nov 4, 2016
Harbour Capital Advisors LLC 47,473 $5,908k Jun 30, 2019 Jul 10, 2019
Meritage Portfolio Management Inc 47,146 $5,867k Jun 30, 2019 Jul 30, 2019
Miracle MILE Advisors LLC 46,274 $5,758k Jun 30, 2019 Aug 7, 2019
New England Asset Management Inc 45,666 $5,683k Jun 30, 2019 Aug 14, 2019
SAND Hill Global Advisors LLC 45,250 $5,631k Jun 30, 2019 Aug 13, 2019
Mastrapasqua Asset Management Inc 44,998 $5,599k Jun 30, 2019 Aug 12, 2019
Cohen Klingenstein LLC 44,876 $5,584k Jun 30, 2019 Jul 15, 2019
Mengis Capital Management Inc 44,567 $5,545k Jun 30, 2019 Jul 18, 2019
New England Investment & Retirement Group Inc 44,315 $5,515k Jun 30, 2019 Jul 31, 2019
Boston Family Office LLC 43,655 $5,432k Jun 30, 2019 Jul 30, 2019
Abner Herrman & Brock LLC 43,416 $5,403k Jun 30, 2019 Jul 19, 2019
Garland Capital Management Inc 42,950 $5,345k Jun 30, 2019 Jul 24, 2019
Rodgers Brothers Inc 42,394 $5,276k Jun 30, 2019 Aug 14, 2019
Brookmont Capital Management LLC 41,743 $5,194k Jun 30, 2019 Jul 18, 2019
Merriman Wealth Management LLC 4,143 $5,172k Jun 30, 2019 Jul 31, 2019
Abbrea Capital LLC 41,320 $5,142k Jun 30, 2019 Jul 31, 2019
Clearstead Advisors LLC 40,253 $5,009k Jun 30, 2019 Aug 8, 2019
SVA Plumb Wealth Management LLC 39,944 $4,971k Jun 30, 2019 Aug 13, 2019
Shufro ROSE & Co LLC 39,519 $4,918k Jun 30, 2019 Jul 24, 2019
Foothills Asset Management Ltd 39,352 $4,897k Jun 30, 2019 Jul 17, 2019
Sitrin Capital Management LLC 39,016 $4,855k Jun 30, 2019 Jul 17, 2019
Castleark Management LLC 38,725 $4,819k Jun 30, 2019 Aug 13, 2019
Schulhoff & Co Inc 38,656 $4,810k Jun 30, 2019 Aug 7, 2019
Prime Capital Investment Advisors LLC 38,575 $4,800k Jun 30, 2019 Aug 6, 2019
Arrowgrass Capital Partners US LP 38,400 $4,778k Put Jun 30, 2019 Aug 14, 2019
First Manhattan Co 38,208 $4,754k Jun 30, 2019 Aug 16, 2019
Cambria Investment Management LP 37,964 $4,724k Jun 30, 2019 Aug 12, 2019
Stralem & Company Incorporated 37,575 $4,676k Jun 30, 2019 Jul 16, 2019
Woodmont Investment Counsel LLC 37,369 $4,650k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 37,167 $4,625k Jun 30, 2019 Jul 25, 2019
Beacon Investment Advisory Services Inc 37,100 $4,617k Jun 30, 2019 Aug 7, 2019
EFG Asset Management Americas Corp 37,096 $4,616k Jun 30, 2019 Jul 9, 2019
Barrett Asset Management LLC 37,043 $4,610k Jun 30, 2019 Aug 5, 2019
Thompson Investment Management Inc 36,529 $4,546k Jun 30, 2019 Aug 7, 2019
RKL Wealth Management LLC 36,017 $4,481k Jun 30, 2019 Aug 2, 2019
Gilman Hill Asset Management LLC 35,684 $4,441k Jun 30, 2019 Jul 17, 2019
BECK MACK & Oliver LLC 35,276 $4,390k Jun 30, 2019 Aug 13, 2019
Olstein Capital Management LP 35,000 $4,355k Jun 30, 2019 Jul 31, 2019
GHP Investment Advisors Inc 34,812 $4,332k Jun 30, 2019 Aug 2, 2019
Spearhead Capital Advisors LLC 34,802 $4,331k Jun 30, 2019 Jul 17, 2019
DAVY Asset Management Limited 34,551 $4,300k Jun 30, 2019 Jul 19, 2019
Capital Planning Advisors LLC 34,028 $4,234k Jun 30, 2019 Aug 9, 2019
Lehman Financial Resources Inc 34,469 $4,214k Sep 30, 2018 Nov 14, 2018
AULL & Monroe Investment Management Corp 33,681 $4,192k Jun 30, 2019 Jul 29, 2019
Tokio Marine Asset Management USA Ltd 33,353 $4,150k Jun 30, 2019 Jul 25, 2019
Cheviot Value Management LLC 32,909 $4,095k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 32,722 $4,072k Jun 30, 2019 Jul 18, 2019
CAMG Solamere Management LLC 32,718 $4,071k Jun 30, 2019 Aug 13, 2019
BKD Wealth Advisors LLC 32,233 $4,011k Jun 30, 2019 Jul 10, 2019
YHB Investment Advisors Inc 32,222 $4,010k Jun 30, 2019 Jul 15, 2019
Intersect Capital LLC 32,131 $3,998k Jun 30, 2019 Aug 9, 2019
Guardian Investment Management LLC 32,011 $3,983k Jun 30, 2019 Aug 16, 2019
White Pine Capital LLC 31,995 $3,981k Jun 30, 2019 Aug 14, 2019
HCR Wealth Advisors 31,921 $3,973k Jun 30, 2019 Jul 25, 2019
Argyle Capital Management Inc 31,688 $3,943k Jun 30, 2019 Jul 25, 2019
ARS Investment Partners LLC 31,518 $3,922k Jun 30, 2019 Aug 12, 2019
Burleson & Company LLC 32,298 $3,900k Jun 30, 2019 Aug 5, 2019
Convergence Investment Partners LLC 30,767 $3,829k Jun 30, 2019 Jul 23, 2019
Wellington Shields Capital Management LLC 30,715 $3,822k Jun 30, 2019 Aug 8, 2019
van Hulzen Asset Management LLC 30,598 $3,808k Jun 30, 2019 Aug 8, 2019
United Asset Strategies Inc 30,581 $3,805k Jun 30, 2019 Jul 31, 2019
Cypress Wealth Services LLC 30,084 $3,744k Jun 30, 2019 Jul 24, 2019
ARP Americas LP 29,735 $3,700k Jun 30, 2019 Jul 29, 2019
Carderock Capital Management Inc 29,545 $3,677k Jun 30, 2019 Jul 15, 2019
Taurus Asset Management LLC 29,422 $3,661k Jun 30, 2019 Aug 14, 2019
Knowledge Leaders Capital LLC 29,291 $3,645k Jun 30, 2019 Aug 7, 2019
180 Wealth Advisors LLC 30,154 $3,641k Jun 30, 2019 Aug 5, 2019
Andesa Financial Management Inc 28,749 $3,580k Jun 30, 2019 Jul 30, 2019
Cleararc Capital Inc 28,423 $3,537k Jun 30, 2019 Aug 7, 2019
NWAM LLC 28,394 $3,533k Jun 30, 2019 Jul 18, 2019
Greatmark Investment Partners Inc 28,006 $3,485k Jun 30, 2019 Aug 5, 2019
Oliver Luxxe Assets LLC 28,170 $3,482k Jun 30, 2019 Jul 10, 2019
RAAB & Moskowitz Asset Management LLC 27,948 $3,477k Jun 30, 2019 Aug 9, 2019
Benedict Financial Advisors Inc 27,778 $3,457k Jun 30, 2019 Aug 1, 2019
Marble Harbor Investment Counsel LLC 27,686 $3,445k Jun 30, 2019 Aug 7, 2019
Telos Capital Management Inc 27,589 $3,433k Jun 30, 2019 Jul 19, 2019
Keeler Thomas Management LLC 27,311 $3,398k Jun 30, 2019 Jul 31, 2019
Segment Wealth Management LLC 27,080 $3,370k Jun 30, 2019 Jul 29, 2019
Fairview Capital Investment Management LLC 26,982 $3,357k Jun 30, 2019 Aug 14, 2019
Annex Advisory Services LLC 26,880 $3,344k Jun 30, 2019 Jul 18, 2019
Bronfman EL Rothschild LP 26,749 $3,329k Jun 30, 2019 Aug 12, 2019
Hengehold Capital Management LLC 26,240 $3,265k Jun 30, 2019 Jul 23, 2019
Pacific Global Investment Management Co 25,968 $3,232k Jun 30, 2019 Aug 14, 2019
Richard Bernstein Advisors LLC 25,690 $3,196k Jun 30, 2019 Aug 9, 2019
Hamilton Point Investment Advisors LLC 25,629 $3,189k Jun 30, 2019 Jul 18, 2019
Cushing Asset Management LP 25,610 $3,187k Jun 30, 2019 Aug 14, 2019
Main Street Research LLC 25,593 $3,185k Jun 30, 2019 Aug 8, 2019
Pinkerton Retirement Specialists LLC 25,401 $3,161k Jun 30, 2019 Aug 6, 2019
Baugh & Associates LLC 25,400 $3,161k Jun 30, 2019 Jul 23, 2019
BTC Capital Management Inc 25,348 $3,152k Jun 30, 2019 Jul 26, 2019
Wealthtrust Axiom LLC 25,315 $3,150k Jun 30, 2019 Aug 7, 2019
Prelude Capital Management LLC 25,000 $3,111k Call Jun 30, 2019 Aug 14, 2019
Evanson Asset Management LLC 24,918 $3,101k Jun 30, 2019 Jul 11, 2019
Altium Wealth Management LLC 24,843 $3,091k Jun 30, 2019 Jul 18, 2019
Wespac Advisors LLC 24,839 $3,091k Jun 30, 2019 Jul 23, 2019
Acadian Asset Management LLC 24,792 $3,085k Jun 30, 2019 Aug 8, 2019
Prospera Financial Services Inc 24,827 $3,079k Jun 30, 2019 Aug 14, 2019
Choate Investment Advisors LLC 24,691 $3,073k Jun 30, 2019 Aug 14, 2019
Legacy Capital Partners Inc 24,639 $3,066k Jun 30, 2019 Jul 16, 2019
NTV Asset Management LLC 24,635 $3,066k Jun 30, 2019 Jul 29, 2019
Auxier Asset Management LLC 24,522 $3,052k Jun 30, 2019 Aug 15, 2019
Monetary Management Group Inc 24,511 $3,050k Jun 30, 2019 Aug 13, 2019
The Pacific Center FOR Financial Services 24,503 $3,049k Jun 30, 2019 Aug 15, 2019
Aspiriant LLC 24,397 $3,038k Jun 30, 2019 Aug 6, 2019
Stony Point Wealth Management Inc 24,479 $3,038k Jun 30, 2019 Jul 23, 2019
Family Legacy Inc 24,079 $2,996k Jun 30, 2019 Jul 25, 2019
Valicenti Advisory Services Inc 23,959 $2,981k Jun 30, 2019 Jul 17, 2019
Moloney Securities Asset Management LLC 23,867 $2,970k Jun 30, 2019 Jul 29, 2019
Quadrant Capital Management LLC 23,858 $2,969k Jun 30, 2019 Aug 8, 2019
Horizon Financial Services LLC 23,820 $2,964k Jun 30, 2019 Aug 13, 2019
Horizon Investment Services LLC 23,820 $2,964k Jun 30, 2019 Aug 13, 2019
Wealth Advisors Inc 23,771 $2,958k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 23,771 $2,958k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 23,771 $2,958k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 23,771 $2,958k Jun 30, 2019 Aug 7, 2019
Fluent Financial LLC 23,638 $2,942k Jun 30, 2019 Jul 29, 2019
CWA Asset Management Group LLC 23,087 $2,873k Jun 30, 2019 Aug 13, 2019
The Rikoon Group LLC 23,017 $2,864k Jun 30, 2019 Aug 6, 2019
Jolley Asset Management LLC 22,927 $2,853k Jun 30, 2019 Jul 22, 2019
FFCM LLC 22,603 $2,813k Jun 30, 2019 Jul 30, 2019
B Riley Wealth Management Inc 22,460 $2,795k Jun 30, 2019 Aug 14, 2019
Birch Hill Investment Advisors LLC 22,448 $2,793k Jun 30, 2019 Jul 22, 2019
Brookstone Capital Management LLC 22,436 $2,792k Jun 30, 2019 Jul 25, 2019
Gables Capital Management Inc 22,149 $2,755k Jun 30, 2019 Jul 31, 2019
Stearns Financial Services Group Inc 22,102 $2,750k Jun 30, 2019 Aug 14, 2019
Crossvault Capital Management LLC 22,011 $2,739k Jun 30, 2019 Jul 19, 2019
Conservest Capital Advisors Inc 21,983 $2,736k Jun 30, 2019 Jul 10, 2019
Summit Financial Wealth Advisors LLC 21,782 $2,711k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 21,782 $2,711k Jun 30, 2019 Jul 16, 2019
Marietta Wealth Management LLC 21,568 $2,684k Jun 30, 2019 Aug 14, 2019
North Star Investment Management Corporation 21,503 $2,676k Jun 30, 2019 Jul 15, 2019
Bridgewater Associates LP 21,386 $2,661k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 21,152 $2,632k Jun 30, 2019 Jul 23, 2019
Hedeker Wealth LLC 21,143 $2,631k Jun 30, 2019 Jul 26, 2019
Butensky & Cohen Financial Security Inc 21,084 $2,624k Jun 30, 2019 Jul 12, 2019
West Oak Capital LLC 21,055 $2,620k Jun 30, 2019 Jul 12, 2019
Somerset Group LLC 20,897 $2,600k Jun 30, 2019 Aug 12, 2019
DUFF & Phelps Investment Management Co 20,895 $2,600k Jun 30, 2019 Aug 2, 2019
Telemus Capital LLC 21,879 $2,598k Jun 30, 2019 Aug 9, 2019
Selway Asset Management Inc 20,865 $2,596k Jun 30, 2019 Jul 30, 2019
Strategy Asset Managers LLC 20,686 $2,574k Jun 30, 2019 Aug 14, 2019
Neumann Capital Management LLC 20,261 $2,521k Jun 30, 2019 Jul 25, 2019
Golub Group LLC 20,256 $2,521k Jun 30, 2019 Aug 13, 2019
Arlington Financial Advisors LLC 20,221 $2,516k Jun 30, 2019 Aug 5, 2019
Personal Resources Investment and Strategic Management Inc 20,187 $2,512k Jun 30, 2019 Aug 6, 2019
Lyell Wealth Management LP 19,959 $2,484k Jun 30, 2019 Aug 1, 2019
Harwood Advisory Group LLC 19,895 $2,476k Jun 30, 2019 Aug 7, 2019
STA Wealth Management LLC 19,837 $2,469k Jun 30, 2019 Aug 14, 2019
Oxbow Advisors LLC 19,726 $2,455k Jun 30, 2019 Aug 7, 2019
Mendel Money Management Inc 19,702 $2,452k Jun 30, 2019 Aug 8, 2019
Karpas Strategies LLC 19,488 $2,425k Jun 30, 2019 Jul 25, 2019
Bourgeon Capital Management LLC 19,333 $2,406k Jun 30, 2019 Jul 18, 2019
Excalibur Management Corp 18,943 $2,357k Jun 30, 2019 Jul 26, 2019
Bingham Osborn & Scarborough LLC 18,558 $2,309k Jun 30, 2019 Aug 2, 2019
LEE Danner & BASS Inc 18,322 $2,280k Jun 30, 2019 Jul 30, 2019
Horizon Investments LLC 18,267 $2,273k Jun 30, 2019 Aug 14, 2019
Patton Albertson Miller Group LLC 18,520 $2,267k Jun 30, 2019 Aug 12, 2019
Pictet North America Advisors SA 18,134 $2,257k Jun 30, 2019 Aug 7, 2019
HIGH Pointe Capital Management LLC 18,140 $2,257k Jun 30, 2019 Aug 12, 2019
Mirador Capital Partners LP 18,122 $2,255k Jun 30, 2019 Aug 6, 2019
Sippican Capital Advisors LLC 17,983 $2,238k Jun 30, 2019 Jul 17, 2019
Shoker Investment Counsel Inc 17,915 $2,229k Jun 30, 2019 Aug 9, 2019
Marshwinds Advisory Company 20,426 $2,222k Dec 31, 2018 Jan 7, 2019
Homrich & BERG Inc 17,849 $2,221k Jun 30, 2019 Aug 5, 2019
Whitnell & Co 17,826 $2,218k Jun 30, 2019 Jul 16, 2019
Advisors Capital Management LLC 17,736 $2,207k Jun 30, 2019 Aug 15, 2019
Baker Avenue Asset Management LP 17,627 $2,193k Jun 30, 2019 Aug 14, 2019
Mission Wealth Management LP 17,606 $2,191k Jun 30, 2019 Aug 9, 2019
Savant Capital LLC 17,391 $2,164k Jun 30, 2019 Aug 6, 2019
Curbstone Financial Management Corporation 17,360 $2,160k Jun 30, 2019 Jul 9, 2019
Hall Capital Management Company Inc 17,228 $2,144k Jun 30, 2019 Aug 14, 2019
Wilmington Trust Investment Management LLC 16,340 $2,130k Jun 30, 2014 Aug 13, 2014
Bell & Brown Wealth Advisors LLC 17,080 $2,125k Jun 30, 2019 Aug 6, 2019
Calton & Associates Inc 16,866 $2,099k Jun 30, 2019 Jul 9, 2019
Monarch Capital Management Inc 16,758 $2,085k Jun 30, 2019 Jul 31, 2019
Tortoise Capital Advisors LLC 16,607 $2,067k Jun 30, 2019 Aug 14, 2019
Bridgecreek Investment Management LLC 16,562 $2,061k Jun 30, 2019 Aug 14, 2019
Harvey Investment Company LLC 16,520 $2,056k Jun 30, 2019 Jul 16, 2019
Provise Management Group LLC 16,415 $2,043k Jun 30, 2019 Aug 9, 2019
Colonial Trust Advisors Inc 16,376 $2,038k Jun 30, 2019 Aug 21, 2019
Parthenon LLC 16,355 $2,035k Jun 30, 2019 Jul 29, 2019
Marietta Investment Partners LLC 16,337 $2,033k Jun 30, 2019 Aug 13, 2019
BEL AIR Investment Advisors LLC 16,547 $2,010k Sep 30, 2013 Nov 12, 2013
Traynor Capital Management Inc 16,040 $2,002k Jun 30, 2019 Jul 26, 2019
Triangle Securities Wealth Management 16,132 $1,994k Jun 30, 2019 Jul 10, 2019
Sawgrass Asset Management LLC 16,021 $1,994k Jun 30, 2019 Jul 23, 2019
Neuberger Berman Breton Hill ULC 16,746 $1,968k Sep 30, 2017 Nov 3, 2017
Mitchell Mcleod PUGH & Williams Inc 15,753 $1,960k Jun 30, 2019 Jul 9, 2019
Investment Counsel Inc 15,654 $1,953k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 15,654 $1,953k Jun 30, 2019 Jul 29, 2019
Acropolis Investment Management LLC 15,581 $1,939k Jun 30, 2019 Jul 11, 2019
Oarsman Capital Inc 15,556 $1,936k Jun 30, 2019 Aug 13, 2019
Sequoia Financial Advisors LLC 15,453 $1,923k Jun 30, 2019 Jul 31, 2019
New Potomac Partners LLC 15,439 $1,921k Jun 30, 2019 Jul 26, 2019
OLD West Investment Management LLC 15,398 $1,916k Jun 30, 2019 Aug 14, 2019
Guardian Capital LP 15,171 $1,888k Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 15,123 $1,881k Jun 30, 2019 Jul 26, 2019
Hunter Associates Investment Management LLC 15,025 $1,870k Jun 30, 2019 Aug 8, 2019
Legacy Financial Advisors Inc 15,006 $1,867k Jun 30, 2019 Jul 15, 2019
Bristlecone Advisors LLC 14,976 $1,864k Jun 30, 2019 Jul 19, 2019
Northstar Wealth Partners LLC 14,840 $1,847k Jun 30, 2019 Aug 15, 2019
Mitchell Capital Management Co 14,788 $1,840k Jun 30, 2019 Jul 24, 2019
Wrapmanager Inc 14,732 $1,833k Jun 30, 2019 Jul 31, 2019
Diligent Investors LLC 14,604 $1,817k Jun 30, 2019 Aug 1, 2019
Gratus Capital LLC 14,591 $1,816k Jun 30, 2019 Aug 7, 2019
Edgestream Partners LP 14,475 $1,801k Jun 30, 2019 Aug 8, 2019
Tiedemann Advisors LLC 14,376 $1,792k Jun 30, 2019 Aug 13, 2019
Johanson Financial Advisors Inc 14,277 $1,782k Jun 30, 2019 Jul 29, 2019
Murphy Middleton Hinkle & Parker Inc 14,149 $1,761k Jun 30, 2019 Jul 15, 2019
Aldebaran Financial Inc 14,103 $1,755k Jun 30, 2019 Aug 14, 2019
Winslow Asset Management Inc 13,959 $1,737k Jun 30, 2019 Jul 29, 2019
BFSG LLC 13,962 $1,737k Jun 30, 2019 Jul 30, 2019
Bennicas & Associates Inc 13,882 $1,727k Jun 30, 2019 Jul 12, 2019
Shepherd Financial Partners LLC 13,850 $1,723k Jun 30, 2019 Aug 5, 2019
Fundx Investment Group LLC 13,700 $1,705k Jun 30, 2019 Aug 5, 2019
RFG Advisory LLC 13,641 $1,696k Jun 30, 2019 Aug 23, 2019
FORT Point Capital Partners LLC 13,616 $1,694k Jun 30, 2019 Aug 9, 2019
Cohen & Steers Capital Management Inc 16,020 $1,682k Mar 31, 2015 May 15, 2015
Baker Ellis Asset Management LLC 13,481 $1,678k Jun 30, 2019 Aug 12, 2019
Interocean Capital LLC 13,477 $1,677k Jun 30, 2019 Aug 13, 2019
IHT Wealth Management LLC 13,427 $1,675k Jun 30, 2019 Aug 12, 2019
Formidable Asset Management LLC 15,344 $1,669k Dec 31, 2018 Feb 6, 2019
Nicholas Hoffman & Company LLC 13,412 $1,669k Jun 30, 2019 Aug 12, 2019
Cornell Pochily Investment Advisors Inc 13,382 $1,665k Jun 30, 2019 Jul 22, 2019
American National Registered Investment Advisor Inc 13,330 $1,659k Jun 30, 2019 Aug 5, 2019
Wellington Shields & Co LLC 13,321 $1,658k Jun 30, 2019 Aug 8, 2019
CPWM LLC 13,297 $1,655k Jun 30, 2019 Aug 2, 2019
Northwest Investment Counselors LLC 13,280 $1,653k Jun 30, 2019 Jul 25, 2019
Towerpoint Wealth LLC 13,407 $1,651k Jun 30, 2019 Aug 7, 2019
Condor Capital Management 13,170 $1,639k Jun 30, 2019 Aug 5, 2019
Shamrock Asset Management LLC 13,138 $1,635k Jun 30, 2019 Aug 9, 2019
Liberty Capital Management Inc 13,120 $1,633k Jun 30, 2019 Jul 15, 2019
Blue FIN Capital Inc 13,000 $1,617k Jun 30, 2019 Jul 22, 2019
Breiter Capital Management Inc 12,845 $1,598k Jun 30, 2019 Aug 23, 2019
Hartline Investment Corp 12,775 $1,590k Jun 30, 2019 Aug 8, 2019
Allied Investment Advisors LLC 12,766 $1,589k Jun 30, 2019 Jul 17, 2019
Wealth Alliance Advisory Group LLC 12,628 $1,588k Jun 30, 2019 Jul 17, 2019
Claraphi Advisory Network LLC 12,748 $1,586k Jun 30, 2019 Jul 29, 2019
Miles Capital Inc 12,548 $1,561k Jun 30, 2019 Aug 13, 2019
Sanders Morris Harris LLC 12,523 $1,558k Jun 30, 2019 Jul 10, 2019
The Caprock Group Inc 12,449 $1,549k Jun 30, 2019 Jul 23, 2019
Aries Wealth Management LLC 12,504 $1,545k Jun 30, 2019 Jul 15, 2019
Kovitz Investment Group Partners LLC 12,390 $1,542k Jun 30, 2019 Aug 14, 2019
Birinyi Associates Inc 12,308 $1,532k Jun 30, 2019 Aug 5, 2019
Joel Isaacson & Co LLC 12,278 $1,528k Jun 30, 2019 Jul 11, 2019
TSP Capital Management Group LLC 12,255 $1,525k Jun 30, 2019 Aug 9, 2019
Cfo4Life Group LLC 12,242 $1,523k Jun 30, 2019 Jul 29, 2019
Frontier Wealth Management LLC 12,166 $1,514k Jun 30, 2019 Aug 16, 2019
Dumont & Blake Investment Advisors LLC 12,155 $1,513k Jun 30, 2019 Aug 1, 2019
Tradition Capital Management LLC 12,252 $1,509k Mar 31, 2019 May 7, 2019
The RICE Partnership LLC 12,104 $1,506k Jun 30, 2019 Jul 25, 2019
Providence Wealth Advisors LLC 12,099 $1,503k Jun 30, 2019 Jul 22, 2019
PFG Advisors LLC 12,042 $1,490k Jun 30, 2019 Aug 5, 2019
MRAZ Amerine & Associates Inc 11,916 $1,483k Jun 30, 2019 Aug 2, 2019
Green Square Capital LLC 11,854 $1,475k Jun 30, 2019 Aug 14, 2019
Delphi Management Inc 11,641 $1,449k Jun 30, 2019 Aug 20, 2019
Clear Harbor Asset Management LLC 11,459 $1,426k Jun 30, 2019 Jul 22, 2019
Wright Investors Service Inc 11,419 $1,421k Jun 30, 2019 Aug 1, 2019
Cowen Prime Services LLC 11,350 $1,412k Jun 30, 2019 Jul 31, 2019
Lakeview Capital Partners LLC 11,214 $1,395k Jun 30, 2019 Aug 5, 2019
Autus Asset Management LLC 11,197 $1,393k Jun 30, 2019 Jul 15, 2019
van Strum & Towne Inc 11,090 $1,380k Jun 30, 2019 Aug 12, 2019
Unison Advisors LLC 11,084 $1,379k Jun 30, 2019 Jul 11, 2019
Alpha Cubed Investments LLC 11,081 $1,379k Jun 30, 2019 Jul 19, 2019
Torch Wealth Management LLC 11,044 $1,374k Jun 30, 2019 Aug 2, 2019
American Financial Network Advisory Services LLC 11,073 $1,363k Jun 30, 2019 Aug 9, 2019
Brown Advisory Securities LLC 10,967 $1,361k Jun 30, 2019 Aug 12, 2019
RB Capital Management LLC 10,886 $1,355k Jun 30, 2019 Aug 7, 2019
Chilton Capital Management LLC 10,880 $1,354k Jun 30, 2019 Aug 13, 2019
FORD Financial Group Inc 10,816 $1,346k Jun 30, 2019 Jul 25, 2019
Kiley Juergens Wealth Management LLC 10,692 $1,330k Jun 30, 2019 Jul 11, 2019
SFMG LLC 10,711 $1,325k Jun 30, 2019 Aug 5, 2019
Biltmore Family Office LLC 10,614 $1,321k Jun 30, 2019 Jul 31, 2019
Altavista Wealth Management Inc 10,512 $1,308k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 10,457 $1,301k Jun 30, 2019 Aug 6, 2019
Boston Research and Management Inc 10,432 $1,298k Jun 30, 2019 Aug 7, 2019
Plancorp LLC 10,332 $1,286k Jun 30, 2019 Aug 13, 2019
Monte Financial Group LLC 10,223 $1,272k Jun 30, 2019 Aug 7, 2019
Premier Asset Management LLC 10,150 $1,263k Jun 30, 2019 Aug 7, 2019
Fagan Associates Inc 10,029 $1,248k Jun 30, 2019 Jul 12, 2019
Yorktown Management and Research Co Inc 10,000 $1,244k Jun 30, 2019 Aug 2, 2019
Cahill Financial Advisors Inc 9,929 $1,236k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 9,929 $1,236k Jun 30, 2019 Aug 9, 2019
Pratt Collard Advisory Partners LLC 9,895 $1,231k Jun 30, 2019 Jul 16, 2019
DF DENT and Company Inc 9,849 $1,226k Jun 30, 2019 Aug 15, 2019
SFE Investment Counsel Inc 9,659 $1,202k Jun 30, 2019 Jul 26, 2019
Keating Investment Counselors Inc 9,651 $1,201k Jun 30, 2019 Aug 1, 2019
Exchange Capital Management Inc 9,543 $1,188k Jun 30, 2019 Jul 22, 2019
Dividend Assets Capital LLC 9,512 $1,184k Jun 30, 2019 Jul 12, 2019
Cornerstone Capital Corp 9,499 $1,182k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 9,499 $1,182k Jun 30, 2019 Aug 14, 2019
Chickasaw Capital Management LLC 9,481 $1,180k Jun 30, 2019 Jul 15, 2019
Benin Management Corp 9,405 $1,170k Jun 30, 2019 Jul 31, 2019
Clear Perspective Advisors LLC 9,289 $1,156k Jun 30, 2019 Aug 12, 2019
Advanced Asset Management Advisors Inc 9,275 $1,154k Jun 30, 2019 Aug 2, 2019
Gardner Russo & Gardner LLC 9,268 $1,153k Jun 30, 2019 Aug 13, 2019
DB Root & Company LLC 9,265 $1,153k Jun 30, 2019 Jul 19, 2019
Corda Investment Management LLC 9,223 $1,147k Jun 30, 2019 Aug 9, 2019
Windsor Capital Management LLC 9,189 $1,143k Jun 30, 2019 Aug 2, 2019
Apriem Advisors 9,179 $1,142k Jun 30, 2019 Aug 14, 2019
Granite Investment Advisors LLC 9,053 $1,127k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 9,053 $1,127k Jun 30, 2019 Jul 23, 2019
Blackhawk Capital Partners LLC 9,009 $1,121k Jun 30, 2019 Aug 13, 2019
South Street Advisors LLC 8,980 $1,117k Jun 30, 2019 Jul 22, 2019
Venturi Wealth Management LLC 8,929 $1,111k Jun 30, 2019 Aug 7, 2019
Strategic Financial Group LLC 8,869 $1,104k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 8,869 $1,104k Jun 30, 2019 Jul 29, 2019
Private Vista LLC 8,852 $1,102k Jun 30, 2019 Jul 19, 2019
Northside Capital Management LLC 8,846 $1,101k Jun 30, 2019 Jul 16, 2019
California Capital Advisors Inc 8,685 $1,081k Jun 30, 2019 Jul 15, 2019
Vivaldi Capital Management LLC 8,482 $1,056k Jun 30, 2019 Aug 14, 2019
Court Place Advisors LLC 8,466 $1,054k Jun 30, 2019 Jul 30, 2019
Altfest L J & Co Inc 8,421 $1,048k Jun 30, 2019 Jul 15, 2019
Navellier & Associates Inc 8,316 $1,035k Jun 30, 2019 Jul 17, 2019
ST Johns Investment Management Company LLC 8,282 $1,031k Jun 30, 2019 Jul 24, 2019
Cambridge Advisors Inc 8,241 $1,026k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 8,241 $1,026k Jun 30, 2019 Jul 26, 2019
Partnervest Advisory Services LLC 8,229 $1,024k Jun 30, 2019 Aug 7, 2019
SOL Capital Management Co 8,130 $1,012k Jun 30, 2019 Jul 17, 2019
Epstein and White Financial LLC 8,496 $1,010k Jun 30, 2019 Jul 19, 2019
Aristotle Atlantic Partners LLC 8,076 $1,005k Jun 30, 2019 Aug 13, 2019
The Central Trust Bank 8,041 $1,001k Jun 30, 2019 Jul 16, 2019
SCP Investment LP 8,000 $996k Jun 30, 2019 Aug 6, 2019
Sicart Associates LLC 8,000 $996k Jun 30, 2019 Jul 23, 2019
Carnick & Kubik Group LLC 7,836 $975k Jun 30, 2019 Jul 30, 2019
Appleton Partners Inc 7,819 $973k Jun 30, 2019 Jul 25, 2019
Doliver Capital Advisors LP 7,733 $962k Jun 30, 2019 Jul 25, 2019
New England Private Wealth Advisors LLC 7,674 $954k Jun 30, 2019 Aug 8, 2019
Searle & Co 7,600 $946k Jun 30, 2019 Jul 17, 2019
DAY & Ennis LLC 7,591 $945k Jun 30, 2019 Aug 2, 2019
Bernicke Wealth Management Ltd 7,561 $941k Jun 30, 2019 Aug 5, 2019
Stadion Money Management LLC 7,565 $941k Jun 30, 2019 Aug 14, 2019
Wheatland Advisors Inc 7,522 $936k Jun 30, 2019 Aug 7, 2019
Ramsay Stattman VELA & Price Inc 7,505 $934k Jun 30, 2019 Aug 9, 2019
West Coast Financial LLC 7,423 $924k Jun 30, 2019 Jul 16, 2019
E & G Advisors LP 7,420 $923k Jun 30, 2019 Jul 12, 2019
The Renaissance Group LLC 7,390 $920k Jun 30, 2019 Aug 13, 2019
Renaissance Investment Group LLC 7,390 $920k Jun 30, 2019 Aug 13, 2019
Salem Capital Management Inc 7,300 $908k Jun 30, 2019 Jul 9, 2019
Independent Investors Inc 7,300 $908k Jun 30, 2019 Jul 18, 2019
F3Logic LLC 7,269 $904k Jun 30, 2019 Aug 2, 2019
Sandhill Capital Partners LLC 7,200 $896k Jun 30, 2019 Aug 13, 2019
Bridgeworth LLC 7,196 $896k Jun 30, 2019 Jul 25, 2019
Wescap Management Group Inc 7,186 $894k Jun 30, 2019 Aug 6, 2019
Alphastar Capital Management LLC 7,138 $888k Jun 30, 2019 Aug 14, 2019
Cooper/Haims Advisors LLC 7,128 $887k Jun 30, 2019 Jul 26, 2019
Good Life Advisors LLC 7,058 $880k Jun 30, 2019 Aug 6, 2019
Capital Counsel LLC 6,890 $857k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 6,890 $857k Jun 30, 2019 Jul 26, 2019
ELM Advisors LLC 6,720 $836k Jun 30, 2019 Jul 3, 2019
Guinness Atkinson Asset Management Inc 6,700 $834k Jun 30, 2019 Jul 26, 2019
Founders Financial Securities LLC 6,697 $833k Jun 30, 2019 Jul 22, 2019
Canal Capital Management LLC 6,636 $826k Jun 30, 2019 Jul 31, 2019
Summit X 6,519 $811k Jun 30, 2019 Aug 13, 2019
Wendell David Associates Inc 6,497 $808k Jun 30, 2019 Jul 16, 2019
Pring/Turner Capital Group Inc 7,399 $805k Dec 31, 2018 Feb 14, 2019
RICE Hall James & Associates LLC 6,467 $805k Jun 30, 2019 Aug 1, 2019
Berkeley Capital Partners LLC 6,461 $804k Jun 30, 2019 Aug 8, 2019
Wealthplan Partners Inc 6,496 $795k Jun 30, 2019 Aug 19, 2019
Wealthstar Advisors LLC 6,294 $784k Jun 30, 2019 Aug 7, 2019
Woodstock Corporation 6,219 $774k Jun 30, 2019 Jul 3, 2019
Bramshill Investments LLC 6,198 $771k Jun 30, 2019 Aug 14, 2019
Obermeyer WOOD Investment Counsel LLLP 6,189 $770k Jun 30, 2019 Aug 13, 2019
Jaffetilchin Investment Partners LLC 6,128 $763k Jun 30, 2019 Aug 13, 2019
Bienville Capital Management LLC 6,126 $762k Jun 30, 2019 Aug 14, 2019
Murphy Pohlad Asset Management LLC 6,125 $762k Jun 30, 2019 Aug 6, 2019
Tiemann Investment Advisors LLC 6,112 $761k Jun 30, 2019 Aug 13, 2019
Aureus Asset Management LLC 6,041 $752k Jun 30, 2019 Aug 14, 2019
GM Advisory Group Inc 5,937 $739k Jun 30, 2019 Aug 9, 2019
Founders Capital Management Inc 5,930 $738k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 5,930 $738k Jun 30, 2019 Jul 11, 2019
JGP Wealth Management LLC 5,882 $732k Jun 30, 2019 Jul 15, 2019
Edgemoor Investment Advisors Inc 5,829 $725k Jun 30, 2019 Aug 9, 2019
Investment Counselors of Maryland LLC 5,790 $721k Jun 30, 2019 Aug 5, 2019
Bigelow Investment Advisors LLC 5,769 $718k Jun 30, 2019 Jul 17, 2019
LLBH Private Wealth Management LLC 5,642 $702k Jun 30, 2019 Aug 13, 2019
Arrowmark Colorado Holdings LLC 5,600 $697k Jun 30, 2019 Aug 14, 2019
Hollow Brook Wealth Management LLC 5,589 $695k Jun 30, 2019 Aug 13, 2019
Brave Asset Management Inc 5,543 $690k Jun 30, 2019 Aug 5, 2019
Alexandria Capital LLC 5,540 $689k Jun 30, 2019 Aug 12, 2019
Secrest Blakey & Associates LLC 5,526 $688k Jun 30, 2019 Aug 13, 2019
The Mathes Company Inc 5,425 $675k Jun 30, 2019 Jul 29, 2019
Westbourne Investment Advisors Inc 5,424 $675k Jun 30, 2019 Jul 22, 2019
S R Schill & Associates Inc 5,411 $673k Jun 30, 2019 Aug 19, 2019
Princeton Capital Management LLC 5,388 $670k Jun 30, 2019 Aug 12, 2019
The Fiduciary Group LLC 5,373 $669k Jun 30, 2019 Aug 14, 2019
Mckinley Carter Wealth Services Inc 5,341 $665k Jun 30, 2019 Aug 2, 2019
Ausdal Financial Partners Inc 5,254 $653k Jun 30, 2019 Aug 5, 2019
Spinnaker Investment Group LLC 5,200 $647k Jun 30, 2019 Jul 11, 2019
Harfst and Associates Inc 5,094 $633k Jun 30, 2019 Aug 14, 2019
Probity Advisors Inc 5,072 $631k Jun 30, 2019 Aug 8, 2019
Evermay Wealth Management LLC 5,051 $629k Jun 30, 2019 Jul 23, 2019
The Family FIRM Inc 5,056 $629k Jun 30, 2019 Aug 6, 2019
Modera Wealth Management LLC 5,034 $626k Jun 30, 2019 Aug 7, 2019
Family Management Corporation 4,984 $620k Jun 30, 2019 Aug 14, 2019
Independence Advisors LLC 4,984 $620k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 4,984 $620k Jun 30, 2019 Aug 12, 2019
Huntington Steele LLC 5,419 $618k Mar 31, 2018 Apr 18, 2018
GFS Advisors LLC 4,970 $618k Jun 30, 2019 Aug 1, 2019
Overbrook Management Corporation 4,908 $611k Jun 30, 2019 Aug 13, 2019
Bruderman Asset Management LLC 4,829 $601k Jun 30, 2019 Aug 12, 2019
America First Investment Advisors LLC 4,757 $592k Jun 30, 2019 Jul 29, 2019
Payden & Rygel 4,750 $591k Jun 30, 2019 Aug 6, 2019
Northrock Partners LLC 4,702 $585k Jun 30, 2019 Aug 12, 2019
Campbell Newman Asset Management Inc 4,700 $585k Jun 30, 2019 Jul 24, 2019
Quadrant Private Wealth Management LLC 4,690 $584k Jun 30, 2019 Aug 13, 2019
Accredited Investors Inc 4,571 $569k Jun 30, 2019 Aug 13, 2019
Summit Asset Management LLC 4,563 $568k Jun 30, 2019 Aug 7, 2019
TLWM LLC 4,543 $563k Jun 30, 2019 Jul 12, 2019
BSW Wealth Partners LLC 4,509 $561k Jun 30, 2019 Aug 13, 2019
SPC Financial Inc 4,501 $560k Jun 30, 2019 Aug 1, 2019
Financial Engines Advisors LLC 4,494 $559k Jun 30, 2019 Aug 9, 2019
Chatham Capital Group Inc 4,476 $557k Jun 30, 2019 Jul 24, 2019
Foundations Investment Advisors LLC 4,463 $551k Jun 30, 2019 Jul 8, 2019
Eubel Brady & Suttman Asset Management Inc 4,423 $550k Jun 30, 2019 Aug 12, 2019
Access Financial Services Inc 4,412 $549k Jun 30, 2019 Jul 24, 2019
Aristotle Capital Management LLC 4,381 $545k Jun 30, 2019 Aug 14, 2019
Baldwin Investment Management LLC 4,366 $543k Jun 30, 2019 Aug 6, 2019
Vision Capital Management Inc 4,306 $536k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 4,306 $536k Jun 30, 2019 Jul 29, 2019
BRAY Capital Advisors LLC 4,308 $536k Jun 30, 2019 Jul 29, 2019
HITE Hedge Asset Management LLC 4,247 $528k Jun 30, 2019 Aug 13, 2019
Cubic Asset Management LLC 4,172 $519k Jun 30, 2019 Jul 29, 2019
Sonata Capital Group Inc 4,157 $517k Jun 30, 2019 Aug 5, 2019
Valmark Advisers Inc 4,125 $513k Jun 30, 2019 Aug 7, 2019
Biegel & Waller LLC 4,070 $506k Jun 30, 2019 Jul 23, 2019
Peak Asset Management LLC 4,064 $506k Jun 30, 2019 Aug 15, 2019
Schaller Investment Group Inc 4,027 $501k Jun 30, 2019 Aug 9, 2019
Measured Wealth Private Client Group LLC 4,008 $499k Jun 30, 2019 Jul 26, 2019
Needham Investment Management LLC 4,000 $498k Jun 30, 2019 Aug 14, 2019
Compass Capital Management Inc 3,975 $495k Jun 30, 2019 Jul 31, 2019
Copperwynd Financial LLC 3,960 $493k Jun 30, 2019 Aug 7, 2019
Lejeune Puetz Investment Counsel 3,963 $493k Jun 30, 2019 Jul 29, 2019
DEAN Capital Investments Management LLC 3,912 $487k Jun 30, 2019 Aug 12, 2019
Mount Yale Investment Advisors LLC 4,087 $487k Jun 30, 2019 Aug 13, 2019
DEAN Capital Management LLC 3,912 $487k Jun 30, 2019 Aug 12, 2019
LBMC Investment Advisors LLC 3,895 $485k Jun 30, 2019 Jul 18, 2019
Nelson Roberts Investment Advisors LLC 3,883 $483k Jun 30, 2019 Jul 25, 2019
Wilkins Investment Counsel Inc 3,840 $478k Jun 30, 2019 Aug 9, 2019
Crescent Grove Advisors LLC 3,840 $478k Jun 30, 2019 Aug 6, 2019
Meristem Family Wealth LLC 3,745 $466k Jun 30, 2019 Aug 6, 2019
Successful Portfolios LLC 3,726 $464k Jun 30, 2019 Jul 11, 2019
Northstar Company LLC 3,705 $461k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 3,705 $461k Jun 30, 2019 Jul 12, 2019
First Heartland Consultants Inc 3,699 $460k Jun 30, 2019 Aug 12, 2019
Hartwell J M Ltd Partnership 3,685 $459k Jun 30, 2019 Jul 31, 2019
Vista Investment Management LLC 3,674 $457k Jun 30, 2019 Aug 14, 2019
Loudon Investment Management LLC 3,663 $456k Jun 30, 2019 Aug 13, 2019
Eagle Ridge Investment Management LLC 3,594 $447k Jun 30, 2019 Aug 1, 2019
Lexaurum Advisors LLC 3,547 $441k Jun 30, 2019 Jul 19, 2019
Carlson Capital Management LLC 3,440 $428k Jun 30, 2019 Jul 15, 2019
Pettee Investors Inc 3,392 $422k Jun 30, 2019 Aug 7, 2019
Portland Global Advisors LLC 3,367 $419k Jun 30, 2019 Jul 26, 2019
Mcrae Capital Management Inc 3,354 $417k Jun 30, 2019 Jul 29, 2019
Palladium Partners LLC 3,350 $417k Jun 30, 2019 Aug 7, 2019
GSB Wealth Management LLC 3,335 $415k Jun 30, 2019 Aug 9, 2019
Anchor Capital Advisors LLC 3,280 $408k Jun 30, 2019 Aug 1, 2019
SNS Financial Group LLC 3,269 $407k Jun 30, 2019 Jul 26, 2019
Armbruster Capital Management Inc 3,274 $407k Jun 30, 2019 Jul 18, 2019
Hardman Johnston Global Advisors LLC 3,270 $407k Jun 30, 2019 Aug 5, 2019
Paulson Wealth Management Inc 3,230 $406k Jun 30, 2019 Jul 30, 2019
Nikulski Financial Inc 3,265 $405k Jun 30, 2019 Jul 22, 2019
KLCM Advisors Inc 3,258 $405k Jun 30, 2019 Aug 15, 2019
Osterweis Capital Management Inc 3,237 $403k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 3,237 $403k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisory LLC 3,231 $402k Jun 30, 2019 Aug 8, 2019
Accuvest Global Advisors 3,224 $401k Jun 30, 2019 Jul 17, 2019
HIGH Falls Advisors Inc 3,168 $394k Jun 30, 2019 Aug 15, 2019
Camelot Portfolios LLC 3,157 $393k Jun 30, 2019 Jul 19, 2019
Zevin Asset Management LLC 3,145 $391k Jun 30, 2019 Aug 6, 2019
Willow Creek Wealth Management Inc 3,097 $385k Jun 30, 2019 Jul 22, 2019
Argus Investors' Counsel Inc 3,043 $379k Jun 30, 2019 Jul 10, 2019
Conestoga Capital Advisors LLC 3,024 $376k Jun 30, 2019 Aug 2, 2019
Gradient Capital Advisors LLC 2,978 $371k Jun 30, 2019 Jul 16, 2019
Elgethun Capital Management 2,939 $366k Jun 30, 2019 Aug 8, 2019
Stillwater Investment Management LLC 2,943 $366k Jun 30, 2019 Jul 3, 2019
Dedora Capital Inc 2,918 $363k Jun 30, 2019 Aug 8, 2019
JAG Capital Management LLC 2,912 $362k Jun 30, 2019 Jul 22, 2019
Elite Wealth Management Inc 2,905 $361k Jun 30, 2019 Jul 18, 2019
Cipher Capital LP 2,890 $360k Jun 30, 2019 Aug 13, 2019
Landmark Financial Advisors LLC 2,894 $360k Jun 30, 2019 Aug 2, 2019
Heritage Investment Group Inc 2,890 $360k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 2,890 $360k Jun 30, 2019 Aug 13, 2019
Steigerwald Gordon & KOCH Inc 2,883 $359k Jun 30, 2019 Jul 15, 2019
KOPP Investment Advisors LLC 2,871 $357k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 2,842 $354k Jun 30, 2019 Jul 23, 2019
Sather Financial Group Inc 2,850 $354k Jun 30, 2019 Jul 23, 2019
Midwest Professional Planners Ltd 2,818 $351k Jun 30, 2019 Aug 12, 2019
Wooster Corthell Wealth Management Inc 2,798 $348k Jun 30, 2019 Jul 31, 2019
AFT Forsyth and Company Inc 2,754 $343k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 2,748 $342k Jun 30, 2019 Aug 13, 2019
Gilbert & COOK Inc 2,745 $342k Jun 30, 2019 Aug 5, 2019
Edgewood Management LLC 2,730 $340k Jun 30, 2019 Aug 12, 2019
Connecticut Wealth Management LLC 2,728 $339k Jun 30, 2019 Jul 29, 2019
The WEIL Company 2,669 $332k Jun 30, 2019 Aug 12, 2019
The Financial Consulate Inc 2,660 $331k Jun 30, 2019 Jul 24, 2019
Alpine Woods Capital Investors LLC 2,613 $325k Jun 30, 2019 Aug 5, 2019
Cahaba Wealth Management Inc 2,613 $325k Jun 30, 2019 Jul 31, 2019
Provident Trust Company 2,600 $324k Jun 30, 2019 Aug 1, 2019
First Wilshire Securities Management Inc 2,590 $322k Jun 30, 2019 Aug 14, 2019
Westover Capital Advisors LLC 2,566 $319k Jun 30, 2019 Aug 13, 2019
Vishria BIRD Financial Group LLC 2,556 $318k Jun 30, 2019 Jul 15, 2019
Total Investment Management Inc 2,648 $316k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 2,648 $316k Jun 30, 2019 Aug 7, 2019
Poplar Forest Capital LLC 2,528 $315k Jun 30, 2019 Aug 2, 2019
Hendershot Investments Inc 2,506 $312k Jun 30, 2019 Jul 31, 2019
Harvest Capital Management Inc 2,512 $312k Jun 30, 2019 Aug 7, 2019
Cardan Capital Partners LLC 2,482 $309k Jun 30, 2019 Jul 16, 2019
Highland Private Wealth Management 2,457 $306k Jun 30, 2019 Aug 13, 2019
Wallington Asset Management LLC 2,517 $302k Jun 30, 2019 Aug 13, 2019
Barber Financial Group 2,417 $301k Jun 30, 2019 Aug 9, 2019
Oak Ridge Investments LLC 2,402 $299k Jun 30, 2019 Aug 14, 2019
Kingfisher Capital LLC 2,386 $297k Jun 30, 2019 Aug 14, 2019
IMS Capital Management Inc 2,388 $297k Jun 30, 2019 Aug 14, 2019
First Western Capital Management Company 2,361 $294k Jun 30, 2019 Aug 14, 2019
Isthmus Partners LLC 2,352 $293k Jun 30, 2019 Aug 9, 2019
Affiance Financial LLC 2,301 $286k Jun 30, 2019 Jul 11, 2019
Barry Investment Advisors LLC 2,282 $284k Jun 30, 2019 Jul 26, 2019
SMH Capital Advisors LLC 2,244 $279k Jun 30, 2019 Aug 5, 2019
Fernwood Investment Management LLC 2,230 $278k Jun 30, 2019 Aug 1, 2019
Asset Advisors Investment Management LLC 2,200 $274k Jun 30, 2019 Jul 25, 2019
Managed Asset Portfolios LLC 2,190 $273k Jun 30, 2019 Aug 8, 2019
Security Asset Management Inc 2,170 $270k Jun 30, 2019 Aug 6, 2019
American Asset Management Inc 2,167 $270k Jun 30, 2019 Jul 31, 2019
Diker Management LLC 2,156 $268k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 2,138 $266k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 2,138 $266k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 2,138 $266k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 2,138 $266k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 2,138 $266k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 2,138 $266k Jun 30, 2019 Aug 14, 2019
BHK Investment Advisors LLC 2,132 $265k Jun 30, 2019 Aug 2, 2019
Terril Brothers Inc 2,106 $262k Jun 30, 2019 Aug 5, 2019
Fenimore Asset Management Inc 2,095 $261k Jun 30, 2019 Jul 16, 2019
SRB Corporation 2,086 $260k Jun 30, 2019 Aug 14, 2019
Centerstar Asset Management LLC 97,900 $258k Put Jun 30, 2019 Aug 2, 2019
Wealth Enhancement Advisory Services LLC 2,061 $256k Jun 30, 2019 Aug 2, 2019
Round Table Services LLC 2,044 $254k Jun 30, 2019 Jul 17, 2019
Mountain Capital Investment Advisors Inc 2,068 $253k Jun 30, 2019 Aug 14, 2019
LESA Sroufe & Company Inc 2,029 $252k Jun 30, 2019 Jul 29, 2019
Bishop & Company Investment Management LLC 2,024 $252k Jun 30, 2019 Aug 9, 2019
Advisory Alpha LLC 1,992 $249k Jun 30, 2019 Aug 16, 2019
Drexel Morgan & Co 2,000 $249k Jun 30, 2019 Aug 8, 2019
Darrell & King LLC 2,000 $249k Jun 30, 2019 Aug 15, 2019
The Investment House LLC 2,000 $249k Jun 30, 2019 Aug 5, 2019
Driehaus Capital Management LLC 1,976 $246k Jun 30, 2019 Aug 14, 2019
Inspirion Wealth Advisors LLC 1,963 $244k Jun 30, 2019 Jul 15, 2019
SYM Financial Corporation 1,899 $236k Jun 30, 2019 Jul 29, 2019
Ballew Advisors Inc 1,859 $234k Jun 30, 2019 Jul 17, 2019
KCS Wealth Advisory LLC 1,854 $231k Jun 30, 2019 Jul 29, 2019
Matthew GOFF Investment Advisor LLC 1,847 $230k Jun 30, 2019 Aug 5, 2019
Trillium Asset Management LLC 1,843 $229k Jun 30, 2019 Aug 8, 2019
Gyroscope Capital Management Group LLC 1,848 $228k Jun 30, 2019 Jul 11, 2019
Wells Trecaso Financial Group LLC 1,836 $228k Jun 30, 2019 Jul 22, 2019
Rothschild Capital Partners LLC 1,821 $227k Jun 30, 2019 Jul 17, 2019
PURE Financial Advisors Inc 1,814 $226k Jun 30, 2019 Jul 11, 2019
Wakefield Asset Management LLLP 1,750 $218k Jun 30, 2019 Aug 13, 2019
Huber Financial Advisors LLC 1,748 $218k Jun 30, 2019 Aug 5, 2019
LaSalle Street Capital Management LLC 1,749 $218k Jun 30, 2019 Aug 8, 2019
Dorchester Wealth Management Company 1,700 $212k Jun 30, 2019 Jul 19, 2019
ELCO Management Company LLC 1,700 $212k Jun 30, 2019 Aug 1, 2019
DSC Advisors LP 1,677 $209k Jun 30, 2019 Aug 14, 2019
Larson Financial Group LLC 1,676 $209k Jun 30, 2019 Jul 16, 2019
Wellesley Investment Partners LLC 1,666 $207k Jun 30, 2019 Aug 5, 2019
DOCK Street Asset Management Inc 1,658 $206k Jun 30, 2019 Jul 31, 2019
Ascension Asset Management LLC 1,650 $205k Jun 30, 2019 Jul 23, 2019
Summit Financial Strategies Inc 1,646 $205k Jun 30, 2019 Aug 8, 2019
PENN Davis Mcfarland Inc 1,650 $205k Jun 30, 2019 Jul 16, 2019
Hendley & Co Inc 1,649 $205k Jun 30, 2019 Aug 8, 2019
Weiss Asset Management LP 1,643 $204k Jun 30, 2019 Aug 14, 2019
Clinton Group Inc 1,660 $203k Sep 30, 2018 Oct 10, 2018
Litman Gregory Asset Management LLC 1,577 $196k Jun 30, 2019 Jul 31, 2019
Lucia Wealth Services LLC 1,532 $191k Jun 30, 2019 Jul 23, 2019
Lenox Wealth Advisors LLC 1,401 $174k Jun 30, 2019 Jul 12, 2019
Arbor Wealth Management LLC 1,382 $172k Jun 30, 2019 Jul 16, 2019
Seabridge Investment Advisors LLC 1,358 $169k Jun 30, 2019 Jul 18, 2019
Spectrum Management Group Inc 1,246 $155k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 1,246 $155k Jun 30, 2019 Aug 2, 2019
Interactive Financial Advisors Inc 1,236 $154k Jun 30, 2019 Jul 17, 2019
Focused Wealth Management Inc 1,177 $146k Jun 30, 2019 Jul 19, 2019
DT Investment Partners LLC 1,124 $140k Jun 30, 2019 Jul 30, 2019
Contravisory Investment Management Inc 1,100 $137k Jun 30, 2019 Jul 9, 2019
Lifeplan Financial Group Inc 1,030 $128k Jun 30, 2019 Jul 15, 2019
COVE Street Capital LLC 1,000 $124k Jun 30, 2019 Aug 13, 2019
Concorde Asset Management LLC 979 $122k Jun 30, 2019 Aug 8, 2019
Westchester Capital Management LLC 961 $120k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 961 $120k Jun 30, 2019 Aug 5, 2019
Stelac Advisory Services LLC 952 $118k Jun 30, 2019 Jul 29, 2019
Arlington Partners LLC 853 $106k Jun 30, 2019 Jul 10, 2019
Penobscot Investment Management Company Inc 810 $101k Jun 30, 2019 Aug 2, 2019
Maryland Capital Management LLC 800 $100k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 9,400 $97k Call Jun 30, 2019 Aug 8, 2019
Hallmark Capital Management Inc 608 $76k Jun 30, 2019 Aug 8, 2019
Regent Investment Management LLC 600 $75k Jun 30, 2019 Jul 15, 2019
Stewart & Patten Co LLC 555 $69k Jun 30, 2019 Jul 17, 2019
Grace Capital 500 $62k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 368 $46k Jun 30, 2019 Aug 21, 2019
Cedar Wealth Management LLC 350 $44k Jun 30, 2019 Jul 24, 2019
South Texas Money Management Ltd 266 $33k Jun 30, 2019 Jul 2, 2019
Tower VIEW Investment Management & Research LLC 248 $31k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 250 $31k Jun 30, 2019 Jul 17, 2019
WBI Investments Inc 181 $23k Jun 30, 2019 Jul 23, 2019
Northstar Asset Management Inc 175 $22k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 175 $22k Jun 30, 2019 Jul 16, 2019
Benson Investment Management Company Inc 108 $13k Jun 30, 2019 Jul 11, 2019
Summit Financial LLC 100 $12k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 100 $12k Jun 30, 2019 Jul 3, 2019
Hilton Capital Management LLC 80 $10k Jun 30, 2019 Aug 14, 2019
Spiderrock Advisors LLC 1,600 $4k Put Jun 30, 2019 Jul 29, 2019
Cranbrook Wealth Management LLC 31 $4k Jun 30, 2019 Aug 7, 2019
Stevens First Principles Investment Advisors 33 $4k Jun 30, 2019 Jul 22, 2019
Independent Advisor Alliance LLC 3,571 $0k Jun 30, 2019 Aug 12, 2019

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